| 1 |
OLD MISSION CAPITAL LLC
0.11% of their portfolio |
CHICAGO, IL |
233,414233.4k
$4.2m |
$4.2m |
0.11% |
Added
+192.2k |
+192,207 |
| 2 |
JANE STREET GROUP, LLC
0.00% of their portfolio |
NEW YORK, NY |
144,129144.1k
$2.6m |
$2.6m |
0.00% |
Reduced
-38.5k |
-38,487 |
| 3 |
Jaffetilchin Investment Partners, LLC
0.13% of their portfolio |
TAMPA, FL |
110,175110.2k
$2.0m |
$2.0m |
0.13% |
Reduced
-15.6k |
-15,596 |
| 4 |
Quinn Opportunity Partners LLC
0.17% of their portfolio |
CHARLOTTESVILLE, VA |
109,068109.1k
$2.0m |
$2.0m |
0.17% |
Unchanged |
|
| 5 |
MILLENNIUM MANAGEMENT LLC
0.00% of their portfolio |
NEW YORK, NY |
55,27255.3k
$992.7k |
$992.7k |
0.00% |
Added
+28.3k |
+28,299 |
| 6 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
39,16039.2k
$703.3k |
$703.3k |
0.00% |
Reduced
-1.1k |
-1,148 |
| 7 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
20,57720.6k
$369.4k |
$369.4k |
0.00% |
Reduced
-1.2k |
-1,250 |
| 8 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
18,27118.3k
$328.0k |
$328.0k |
0.00% |
Reduced
-1.3k |
-1,257 |
| 9 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
18,12418.1k
$325.5k |
$325.5k |
0.00% |
Added
+5.0k |
+4,980 |
| 10 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
15,87815.9k
$284.0k |
$284.0k |
0.00% |
Added
+8.2k |
+8,192 |
| 11 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
12,42412.4k
$223.1k |
$223.1k |
0.00% |
Added
+13 |
+13 |
| 12 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
5,8765.9k
$105.5k |
$105.5k |
0.00% |
Reduced
-219 |
-219 |
| 13 |
RAYMOND JAMES FINANCIAL INC
0.00% of their portfolio |
ST. PETERSBURG, FL |
3,2523.3k
$58.4k |
$58.4k |
0.00% |
New |
|
| 14 |
SIMPLEX TRADING, LLC
0.00% of their portfolio |
CHICAGO, IL |
2,8582.9k
$51.0k |
$51.0k |
0.00% |
Added
+1.3k |
+1,264 |
| 15 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
1,5701.6k
$28.2k |
$28.2k |
0.00% |
First filing |
|
| 16 |
HighMark Wealth Management LLC
0.01% of their portfolio |
ST. PAUL, MN |
1,3191.3k
$23.7k |
$23.7k |
0.01% |
Added
+1.0k |
+1,004 |
| 17 |
BANK OF AMERICA CORP /DE/
0.00% of their portfolio |
CHARLOTTE, NC |
630630
$11.3k |
$11.3k |
0.00% |
Added
+1 |
+1 |
| 18 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
541541
$9.7k |
$9.7k |
0.00% |
Added
+334 |
+334 |
| 19 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
494494
$8.9k |
$8.9k |
0.00% |
Reduced
-8 |
-8 |
| 20 |
CIBC Private Wealth Group LLC
0.00% of their portfolio |
ATLANTA, GA |
463463
$8.3k |
$8.3k |
0.00% |
Reduced
-5 |
-5 |
| 21 |
Sunbelt Securities, Inc.
0.00% of their portfolio |
HOUSTON, TX |
409409
$916 |
$916 |
0.00% |
Added
+376 |
+376 |
| 22 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP
0.00% of their portfolio |
FLINT, MI |
375375
$7.3k |
$7.3k |
0.00% |
First filing |
|
| 23 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
363363
$6.5k |
$6.5k |
0.00% |
Added
+166 |
+166 |
| 24 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
323323
$5.8k |
$5.8k |
0.00% |
Unchanged |
|
| 25 |
North Star Investment Management Corp.
0.00% of their portfolio |
CHICAGO, IL |
289289
$5.2k |
$5.2k |
0.00% |
Unchanged |
|
| 26 |
SIGNATUREFD, LLC
0.00% of their portfolio |
ATLANTA, GA |
269269
$4.8k |
$4.8k |
0.00% |
Reduced
-3 |
-3 |
| 27 |
PFS Partners, LLC
0.00% of their portfolio |
MINE HILL, NJ |
260260
$4.7k |
$4.7k |
0.00% |
Unchanged |
|
| 28 |
HAZLETT, BURT & WATSON, INC.
0.00% of their portfolio |
WHEELING, WV |
250250
$4.0k |
$4.0k |
0.00% |
Unchanged |
|
| 29 |
Tidemark, LLC
0.00% of their portfolio |
SAN DIEGO, CA |
242242
$4.3k |
$4.3k |
0.00% |
Added
+80 |
+80 |
| 30 |
Kilter Group LLC
0.00% of their portfolio |
RHINEBECK, NY |
236236
$4.2k |
$4.2k |
0.00% |
New |
|
| 31 |
Founders Financial Alliance, LLC
0.00% of their portfolio |
RALEIGH, NC |
235235
$4.2k |
$4.2k |
0.00% |
Unchanged |
|
| 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.00% of their portfolio |
MILWAUKEE, WI |
232232
$4.2k |
$4.2k |
0.00% |
Unchanged |
|
| 33 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
231231
$4.1k |
$4.1k |
0.00% |
Reduced
-234 |
-234 |
| 34 |
ARMSTRONG ADVISORY GROUP, INC
0.00% of their portfolio |
NEEDHAM, MA |
192192
$3.4k |
$3.4k |
0.00% |
New |
|
| 35 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
181181
$3.0k |
$3.0k |
0.00% |
Unchanged |
|
| 36 |
WealthCollab, LLC
0.00% of their portfolio |
BELLEVUE, WA |
166166
$3.0k |
$3.0k |
0.00% |
Unchanged |
|
| 37 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
165165
$3.0k |
$3.0k |
0.00% |
Unchanged |
|
| 38 |
WealthShield Partners, LLC
0.00% of their portfolio |
CARY, NC |
157157
$2.8k |
$2.8k |
0.00% |
Unchanged |
|
| 39 |
McIlrath & Eck, LLC
0.00% of their portfolio |
ARLINGTON, WA |
140140
$2.5k |
$2.5k |
0.00% |
Unchanged |
|
| 40 |
ALBION FINANCIAL GROUP /UT
0.00% of their portfolio |
SALT LAKE CITY, UT |
136136
$2.4k |
$2.4k |
0.00% |
Unchanged |
|
| 41 |
Glenmede Investment Management, LP
0.00% of their portfolio |
PHILADELPHIA, PA |
133133
$2.4k |
$2.4k |
0.00% |
First filing |
|
| 42 |
NFSG Corp
0.00% of their portfolio |
BOCA RATON, FL |
127127
$2.3k |
$2.3k |
0.00% |
Unchanged |
|
| 43 |
MAI Capital Management
0.00% of their portfolio |
INDEPENDENCE, OH |
122122
$2.2k |
$2.2k |
0.00% |
Unchanged |
|
| 44 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
120120
$2.2k |
$2.2k |
0.00% |
Reduced
-87 |
-87 |
| 45 |
CWM, LLC
0.00% of their portfolio |
OMAHA, NE |
114114
$2.0k |
$2.0k |
0.00% |
Reduced
-29 |
-29 |
| 46 |
BARTLETT & CO. WEALTH MANAGEMENT LLC
0.00% of their portfolio |
CINCINNATI, OH |
113113
$2.0k |
$2.0k |
0.00% |
Unchanged |
|
| 47 |
BROWN, LISLE/CUMMINGS, INC.
0.00% of their portfolio |
PROVIDENCE, RI |
108108
$1.9k |
$1.9k |
0.00% |
Unchanged |
|
| 48 |
GABLES CAPITAL MANAGEMENT INC.
0.00% of their portfolio |
MIAMI, FL |
108108
$1.9k |
$1.9k |
0.00% |
Unchanged |
|
| 49 |
OPTIMUM INVESTMENT ADVISORS
0.00% of their portfolio |
Chicago, IL |
107107
$1.9k |
$1.9k |
0.00% |
Unchanged |
|
| 50 |
Aspect Partners, LLC
0.00% of their portfolio |
FAIRFAX, VA |
100100
$1.8k |
$1.8k |
0.00% |
Unchanged |
|
| 51 |
WHITTIER TRUST CO OF NEVADA INC
0.00% of their portfolio |
RENO, NV |
9191
$1.6k |
$1.6k |
0.00% |
Unchanged |
|
| 52 |
Main Street Group, LTD
0.00% of their portfolio |
GLEN ALLEN, VA |
8585
$1.5k |
$1.5k |
0.00% |
Unchanged |
|
| 53 |
EQUITEC PROPRIETARY MARKETS, LLC
0.01% of their portfolio |
CHICAGO, IL |
8383
$1.5k |
$1.5k |
0.01% |
Unchanged |
|
| 54 |
Murphy & Mullick Capital Management Corp
0.00% of their portfolio |
SMITHTOWN, NY |
8383
$1.5k |
$1.5k |
0.00% |
Unchanged |
|
| 55 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
BLUE BELL, PA |
7979
$1.4k |
$1.4k |
0.00% |
Reduced
-841 |
-841 |
| 56 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
7272
$1.3k |
$1.3k |
0.00% |
Added
+64 |
+64 |
| 57 |
ROTHSCHILD INVESTMENT LLC
0.00% of their portfolio |
CHICAGO, IL |
7171
$1.3k |
$1.3k |
0.00% |
Unchanged |
|
| 58 |
Golden State Wealth Management, LLC
0.00% of their portfolio |
SANTA ANA, CA |
7070
$1.3k |
$1.3k |
0.00% |
Reduced
-4 |
-4 |
| 59 |
AlphaCore Capital LLC
0.00% of their portfolio |
LA JOLLA, CA |
6666
$1.2k |
$1.2k |
0.00% |
New |
|
| 60 |
TOTAL INVESTMENT MANAGEMENT INC
0.00% of their portfolio |
SCOTTSDALE, AZ |
6464
$1.1k |
$1.1k |
0.00% |
New |
|
| 61 |
Key Financial Inc
0.00% of their portfolio |
WEST CHESTER, PA |
6363
$1.1k |
$1.1k |
0.00% |
New |
|
| 62 |
ELEVATION POINT WEALTH PARTNERS, LLC
0.00% of their portfolio |
DENVER, CO |
4848
$862 |
$862 |
0.00% |
New |
|
| 63 |
CITY HOLDING CO
0.00% of their portfolio |
CHARLESTON, WV |
4747
$843 |
$843 |
0.00% |
Unchanged |
|
| 64 |
Integrity Financial Corp /WA
0.00% of their portfolio |
JACKSON, WY |
4747
$844 |
$844 |
0.00% |
Unchanged |
|
| 65 |
JDM Financial Group LLC
0.00% of their portfolio |
AUSTIN, TX |
4545
$808 |
$808 |
0.00% |
Unchanged |
|
| 66 |
VSM Wealth Advisory, LLC
0.00% of their portfolio |
HUNT VALLEY, MD |
4343
$772 |
$772 |
0.00% |
Unchanged |
|
| 67 |
Cape Investment Advisory, Inc.
0.00% of their portfolio |
MCDONOUGH, GA |
4141
$736 |
$736 |
0.00% |
Reduced
-3 |
-3 |
| 68 |
MPWM ADVISORY SOLUTIONS, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
4141
$736 |
$736 |
0.00% |
Unchanged |
|
| 69 |
HARBOR INVESTMENT ADVISORY, LLC
0.00% of their portfolio |
LUTHERVILLE, MD |
4040
$718 |
$718 |
0.00% |
Unchanged |
|
| 70 |
ELEVATION WEALTH PARTNERS, LLC
0.00% of their portfolio |
WALNUT CREEK, CA |
3939
$701 |
$701 |
0.00% |
Unchanged |
|
| 71 |
IAG Wealth Partners, LLC
0.00% of their portfolio |
WAUKESHA, WI |
3838
$683 |
$683 |
0.00% |
Unchanged |
|
| 72 |
Atlantic Edge Private Wealth Management, LLC
0.00% of their portfolio |
JACKSONVILLE, FL |
3737
$665 |
$665 |
0.00% |
Unchanged |
|
| 73 |
Financial Management Professionals, Inc.
0.00% of their portfolio |
AUSTIN, TX |
3636
$647 |
$647 |
0.00% |
Unchanged |
|
| 74 |
Bulwark Capital Corp
0.00% of their portfolio |
FERNANDINA BEACH, FL |
3535
$629 |
$629 |
0.00% |
First filing |
|
| 75 |
Harbor Asset Planning, Inc.
0.00% of their portfolio |
BELMONT, MA |
3535
$629 |
$629 |
0.00% |
First filing |
|
| 76 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
3434
$1.0k |
$1.0k |
0.00% |
Unchanged |
|
| 77 |
PINNEY & SCOFIELD, INC.
0.00% of their portfolio |
CAMBRIDGE, MA |
3434
$611 |
$611 |
0.00% |
Unchanged |
|
| 78 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
3333
$593 |
$593 |
0.00% |
New |
|
| 79 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
3232
$575 |
$575 |
0.00% |
Added
+12 |
+12 |
| 80 |
Ancora Advisors LLC
0.00% of their portfolio |
Cleveland, OH |
3131
$557 |
$557 |
0.00% |
Reduced
-182 |
-182 |
| 81 |
Clearstead Advisors, LLC
0.00% of their portfolio |
CLEVELAND, OH |
3030
$539 |
$539 |
0.00% |
Unchanged |
|
| 82 |
COMERICA BANK
0.00% of their portfolio |
DALLAS, TX |
2727
$485 |
$485 |
0.00% |
Unchanged |
|
| 83 |
Activest Wealth Management
0.00% of their portfolio |
AVENTURA, FL |
2727
$485 |
$485 |
0.00% |
Unchanged |
|
| 84 |
Fairway Wealth LLC
0.00% of their portfolio |
INDEPENDENCE, OH |
2626
$467 |
$467 |
0.00% |
Unchanged |
|
| 85 |
Millstone Evans Group, LLC
0.00% of their portfolio |
BOULDER, CO |
2626
$467 |
$467 |
0.00% |
Unchanged |
|
| 86 |
BESSEMER GROUP INC
0.00% of their portfolio |
WOODBRIDGE, NJ |
2424
$0 |
$0 |
0.00% |
New |
|
| 87 |
Legacy Investment Solutions, LLC
0.00% of their portfolio |
BOISE, ID |
2323
$414 |
$414 |
0.00% |
First filing |
|
| 88 |
Legacy Wealth Managment, LLC/ID
0.00% of their portfolio |
BOISE, ID |
2323
$414 |
$414 |
0.00% |
New |
|
| 89 |
GPS Wealth Strategies Group, LLC
0.00% of their portfolio |
CENTENNIAL, CO |
2222
$395 |
$395 |
0.00% |
Unchanged |
|
| 90 |
SOA Wealth Advisors, LLC.
0.00% of their portfolio |
NEW YORK, NY |
2020
$359 |
$359 |
0.00% |
Unchanged |
|
| 91 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.00% of their portfolio |
INDIANAPOLIS, IN |
1919
$340 |
$340 |
0.00% |
Added
+10 |
+10 |
| 92 |
Smallwood Wealth Investment Management, LLC
0.00% of their portfolio |
RED BANK, NJ |
1717
$305 |
$305 |
0.00% |
Unchanged |
|
| 93 |
CoreCap Advisors, LLC
0.00% of their portfolio |
SOUTHFIELD, MI |
1616
$287 |
$287 |
0.00% |
Unchanged |
|
| 94 |
Beacon Capital Management, LLC
0.00% of their portfolio |
FRANKLIN, TN |
1616
$287 |
$287 |
0.00% |
Unchanged |
|
| 95 |
TD Waterhouse Canada Inc.
0.00% of their portfolio |
TORONTO, A6 |
1616
$288 |
$288 |
0.00% |
Unchanged |
|
| 96 |
Capital Advisors, Ltd. LLC
0.00% of their portfolio |
SHAKER HEIGHTS, OH |
1212
$0 |
$0 |
0.00% |
Unchanged |
|
| 97 |
Future Financial Wealth Managment LLC
0.00% of their portfolio |
CINCINNATI, OH |
1212
$216 |
$216 |
0.00% |
Unchanged |
|
| 98 |
Fortis Group Advisors, LLC
0.00% of their portfolio |
WESTWOOD, NJ |
1111
$198 |
$198 |
0.00% |
Unchanged |
|
| 99 |
New England Capital Financial Advisors LLC
0.00% of their portfolio |
MERIDEN, CT |
1010
$180 |
$180 |
0.00% |
Unchanged |
|
| 100 |
Federation des caisses Desjardins du Quebec
0.00% of their portfolio |
LEVIS, A8 |
99
$157 |
$157 |
0.00% |
Unchanged |
|