Nuveen AMT-Free Municipal Credit Income Fund - NVG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | History | No change | 3,124,143 | 39,989 | 0.25% | 0.25% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,724,715 | 34,876 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 2,210,546 | 28,294 | 0.81% | 0.81% | 3 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,540,480 | 19,718 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,427,341 | 18,269 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,415,660 | 18,120 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,394,899 | 17,854 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,053,650 | 13,486 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,047,504 | 13,408 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Artesa Financial Group, LLC | History | No change | 1,043,497 | 13,356 | 11.41% | 11.41% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisors Asset Management, Inc. | History | No change | 675,081 | 8,641 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Advisory, LLC | History | No change | 619,791 | 7,933 | 0.66% | 0.66% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Congress Park Capital LLC | History | No change | 598,000 | 7,654 | 2.07% | 2.07% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 525,809 | 6,730 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 494,104 | 6,324 | 0.77% | 0.77% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 470,900 | 6,027 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 468,779 | 6,001 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Left Brain Wealth Management, LLC | History | No change | 413,881 | 5,297 | 1.6% | 1.6% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 407,028 | 5,209 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 372,228 | 4,764 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 367,589 | 4,705 | 0.58% | 0.58% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 349,927 | 4,479 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 320,893 | 4,107 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Palogic Value Management, L.P. | History | No change | 291,032 | 3,725 | 1.23% | 1.23% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 238,549 | 3,053 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 218,528 | 2,797 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gould Capital, LLC | History | No change | 202,429 | 2,591 | 1.44% | 1.44% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fiera Capital Corp | History | No change | 200,134 | 2,561 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 197,401 | 2,526 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Invesco Ltd. | History | No change | 195,417 | 2,501 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 182,384 | 2,334 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 182,401 | 2,334 | 1.26% | 1.26% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JANE STREET GROUP, LLC | History | No change | 176,423 | 2,258 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 166,656 | 2,133 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 150,182 | 1,922 | 0.65% | 0.65% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 150,098 | 1,921 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 144,258 | 1,846 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 142,106 | 1,818 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 141,530 | 1,811 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COHEN & STEERS, INC. | History | No change | 134,978 | 1,728 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 130,712 | 1,673 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 129,880 | 1,662 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 128,765 | 1,648 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 128,129 | 1,640 | 0.31% | 0.31% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Melone Private Wealth, LLC | History | No change | 126,739 | 1,622 | 0.62% | 0.62% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 126,547 | 1,619 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 126,445 | 1,618 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 123,975 | 1,587 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tyche Wealth Partners LLC | History | No change | 118,423 | 1,515 | 0.21% | 0.21% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 112,523 | 1,448 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 111,630 | 1,428 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 108,375 | 1,387 | 0.42% | 0.42% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 104,779 | 1,341 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 103,573 | 1,325 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 103,192 | 1,320 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Worthington Financial Partners, LLC | History | No change | 97,670 | 1,250 | 1.03% | 1.03% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 96,926 | 1,240 | 0.22% | 0.22% | 57 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | No change | 93,283 | 1,194 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 91,694 | 1,173 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FSA Advisors, Inc. | History | No change | 90,453 | 1,157 | 0.53% | 0.53% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smith Asset Management Co., LLC | History | No change | 86,848 | 1,111 | 0.87% | 0.87% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 83,432 | 1,067 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 79,671 | 1,019 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 77,493 | 992 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 75,547 | 967 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 75,042 | 960 | 0.65% | 0.65% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WESBANCO BANK INC | History | No change | 73,979 | 946 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 68,307 | 872 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 62,668 | 805 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 62,624 | 772 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kercheville Advisors, LLC | History | No change | 59,123 | 756 | 0.23% | 0.23% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caldwell Trust Co | History | No change | 58,030 | 742 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 56,757 | 726 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 55,040 | 704 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rinkey Investments | History | No change | 51,400 | 657 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 50,344 | 644 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 48,462 | 620 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 47,883 | 612 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mathes Company, Inc. | History | No change | 46,500 | 595 | 0.18% | 0.18% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Broyhill Asset Management, LLC | History | No change | 46,362 | 593 | 0.53% | 0.53% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oxbow Advisors, LLC | History | No change | 43,242 | 553 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 42,948 | 549 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 42,654 | 545 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 40,713 | 521 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 40,681 | 520 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Burford Brothers, Inc. | History | No change | 37,778 | 483 | 0.18% | 0.18% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 37,237 | 476 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 37,074 | 475 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| InTrack Investment Management Inc | History | No change | 36,853 | 471 | 0.23% | 0.23% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 36,647 | 469 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 35,841 | 458 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | No change | 34,901 | 446 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 34,392 | 440 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 34,342 | 439 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 33,830 | 433 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hirtle & Co., LLC | History | No change | 33,727 | 431 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 33,498 | 428 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 33,362 | 427 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 33,128 | 424 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 33,087 | 423 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 32,782 | 419 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sowell Financial Services LLC | History | No change | 32,279 | 413 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| David J Yvars Group | History | No change | 32,050 | 410 | 0.19% | 0.19% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 31,985 | 409 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 31,681 | 405 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Requisite Capital Management, LLC | History | No change | 31,465 | 405 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Financial Group, INC/SD | History | No change | 31,661 | 405 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Inspire Advisors, LLC | History | No change | 31,396 | 401 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 31,073 | 397 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 31,092 | 397 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MAI Capital Management | History | No change | 30,631 | 394 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COFG Advisors, LLC | History | No change | 29,289 | 374 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,690 | 367 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Venture Visionary Partners LLC | History | No change | 28,528 | 365 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 28,503 | 364 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 28,412 | 363 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 27,929 | 357 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MBA Advisors LLC | History | No change | 27,659 | 354 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 27,242 | 348 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Walker Asset Management, LLC | History | No change | 27,225 | 348 | 0.18% | 0.18% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 27,043 | 346 | 0.34% | 0.34% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | No change | 27,000 | 345 | 0.31% | 0.31% | 122 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 26,312 | 336 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Element Wealth, LLC | History | No change | 25,933 | 331 | 0.12% | 0.12% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 25,684 | 328 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 25,330 | 324 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | No change | 25,000 | 320 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Saxony Capital Management, LLC | History | No change | 24,388 | 312 | 0.14% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,698 | 303 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 23,250 | 297 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balefire, LLC | History | No change | 23,230 | 297 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Spire Wealth Management | History | No change | 23,000 | 294 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 22,581 | 289 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | No change | 22,149 | 285 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plan Group Financial, LLC | History | No change | 22,232 | 284 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 22,192 | 284 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 22,069 | 282 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 21,925 | 280 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 21,900 | 280 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | No change | 21,786 | 278 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,694 | 277 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Alpine Global Management, LLC | History | No change | 20,941 | 268 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 20,453 | 261 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gridiron Partners, LLC | History | No change | 20,449 | 261 | 0.14% | 0.14% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 20,263 | 259 | 0.1% | 0.1% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Worth Asset Management, LLC | History | No change | 19,905 | 254 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 19,781 | 253 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 17,395 | 222 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rothschild Wealth LLC | History | No change | 16,756 | 214 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 16,653 | 213 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 16,524 | 211 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 16,431 | 210 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 16,208 | 208 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haverford Trust Co | History | No change | 16,133 | 206 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 16,092 | 205 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 15,976 | 204 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 15,835 | 202 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Indivisible Partners | History | No change | 15,651 | 200 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Realta Investment Advisors | History | No change | 15,554 | 199 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 15,310 | 195 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Busey Bank | History | No change | 15,154 | 193 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 14,857 | 190 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 14,604 | 186 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 14,464 | 185 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 14,113 | 180 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mystic Asset Management, Inc. | History | No change | 14,000 | 179 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 13,905 | 178 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 13,951 | 178 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 13,958 | 178 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,872 | 177 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,832 | 177 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Management Associates, Inc. | History | No change | 13,488 | 172 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 13,351 | 170 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maridea Wealth Management LLC | History | No change | 13,323 | 170 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST MERCHANTS CORP | History | No change | 12,880 | 164 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMERCE BANK | History | No change | 12,645 | 161 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 12,588 | 161 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Richmond Brothers, Inc. | History | No change | 12,610 | 161 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiduciary Alliance LLC | History | No change | 12,500 | 160 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12,379 | 158 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 12,288 | 157 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 12,176 | 155 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,000 | 153 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 12,112 | 152 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 11,862 | 151 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 11,767 | 150 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Hilltop Holdings Inc. | History | No change | 11,743 | 150 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 11,473 | 146 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Morling Financial Advisors, LLC | History | No change | 11,411 | 146 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 11,800 | 145 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 11,200 | 143 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bison Wealth, LLC | History | No change | 11,000 | 141 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,947 | 140 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 10,709 | 134 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Advisor Group, LLC | History | No change | 10,317 | 132 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Powell Investment Advisors, LLC | History | No change | 10,182 | 131 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clear Street Group Inc. | History | No change | 10,235 | 131 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 10,211 | 130 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,036 | 128 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 8,424 | 107 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 6,912 | 88 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Community Bank, N.A. | History | No change | 6,000 | 76 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 6,000 | 76 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | No change | 5,000 | 64 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,039 | 64 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 4,405 | 56 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 4,270 | 54 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New Hampshire | History | No change | 4,945 | 52 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| FNY Investment Advisers, LLC | History | No change | 3,800 | 48 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,775 | 48 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard National Trust Co | History | No change | 3,555 | 45 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 3,414 | 43 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 3,000 | 38 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 2,830 | 36 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,800 | 35 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Main Street Group, LTD | History | No change | 2,310 | 29 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,026 | 26 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 2,106 | 26 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,035 | 26 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Essential Investment Partners LLC | History | No change | 2,000 | 25 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,935 | 24 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,931 | 24 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JNBA Financial Advisors | History | No change | 1,843 | 23 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,858 | 23 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,724 | 22 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,608 | 20 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 1,604 | 20 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,550 | 19 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| North Star Investment Management Corp. | History | No change | 1,523 | 19 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Truvestments Capital LLC | History | No change | 1,497 | 19 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,540 | 19 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,468 | 18 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,297 | 16 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | No change | 1,116 | 14 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,027 | 13 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 1,029 | 13 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 974 | 12 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Field & Main Bank | History | No change | 866 | 11 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Mascoma Wealth Management LLC | History | No change | 799 | 10 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 768 | 9 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 760 | 9 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 686 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreFirst Bank & Trust | History | No change | 615 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 499 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 500 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 521 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advocate Investing Services LLC | History | No change | 400 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 334 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 345 | 4 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 249 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 270 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bullock Wealth Management Group | History | No change | 299 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 208 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 166 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CNB Bank | History | No change | 176 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 162 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 150 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IMA Advisory Services, Inc. | History | No change | 132 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 100 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST HORIZON CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |