| 1 |
OLD MISSION CAPITAL LLC
0.09% of their portfolio |
CHICAGO, IL |
133,202133.2k
$3.4m |
$3.4m |
0.09% |
Reduced
-154.8k |
-154,765 |
| 2 |
LPL Financial LLC
0.00% of their portfolio |
FORT MILL, SC |
59,98860.0k
$1.5m |
$1.5m |
0.00% |
Added
+7.6k |
+7,565 |
| 3 |
CITADEL ADVISORS LLC
0.00% of their portfolio |
MIAMI, FL |
28,76328.8k
$740.6k |
$740.6k |
0.00% |
Added
+12.9k |
+12,936 |
| 4 |
Cetera Investment Advisers
0.00% of their portfolio |
SCHAUMBURG, IL |
16,41716.4k
$422.8k |
$422.8k |
0.00% |
Added
+389 |
+389 |
| 5 |
OSAIC HOLDINGS, INC.
0.00% of their portfolio |
SCOTTSDALE, AZ |
15,66715.7k
$404.5k |
$404.5k |
0.00% |
Added
+1.7k |
+1,683 |
| 6 |
UBS Group AG
0.00% of their portfolio |
ZURICH, V8 |
11,44311.4k
$294.7k |
$294.7k |
0.00% |
Reduced
-2.8k |
-2,814 |
| 7 |
COMMONWEALTH EQUITY SERVICES, LLC
0.00% of their portfolio |
WALTHAM, MA |
10,20310.2k
$262.7k |
$262.7k |
0.00% |
Reduced
-1.7k |
-1,735 |
| 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.00% of their portfolio |
BALA CYNWYD, PA |
8,1998.2k
$211.1k |
$211.1k |
0.00% |
New |
|
| 9 |
ROYAL BANK OF CANADA
0.00% of their portfolio |
TORONTO, A6 |
6,8236.8k
$176.0k |
$176.0k |
0.00% |
Reduced
-294 |
-294 |
| 10 |
MORGAN STANLEY
0.00% of their portfolio |
NEW YORK, NY |
4,6594.7k
$120.0k |
$120.0k |
0.00% |
Reduced
-235 |
-235 |
| 11 |
HighMark Wealth Management LLC
0.01% of their portfolio |
ST. PAUL, MN |
1,3451.3k
$34.6k |
$34.6k |
0.01% |
Unchanged |
|
| 12 |
Atlantic Union Bankshares Corp
0.00% of their portfolio |
GLEN ALLEN, VA |
943943
$24.3k |
$24.3k |
0.00% |
Unchanged |
|
| 13 |
Integrated Wealth Concepts LLC
0.00% of their portfolio |
WALTHAM, MA |
525525
$13.5k |
$13.5k |
0.00% |
New |
|
| 14 |
PFS Partners, LLC
0.00% of their portfolio |
MINE HILL, NJ |
460460
$11.8k |
$11.8k |
0.00% |
Unchanged |
|
| 15 |
WELLS FARGO & COMPANY/MN
0.00% of their portfolio |
SAN FRANCISCO, CA |
432432
$11.1k |
$11.1k |
0.00% |
Added
+323 |
+323 |
| 16 |
Forum Finance Group S.A.
0.00% of their portfolio |
GENEVA, V8 |
417417
$9.0k |
$9.0k |
0.00% |
Reduced
-417 |
-417 |
| 17 |
Global Retirement Partners, LLC
0.00% of their portfolio |
San Rafael, CA |
362362
$9.3k |
$9.3k |
0.00% |
First filing |
|
| 18 |
Allworth Financial LP
0.00% of their portfolio |
FOLSOM, CA |
355355
$9.1k |
$9.1k |
0.00% |
Unchanged |
|
| 19 |
Steward Partners Investment Advisory, LLC
0.00% of their portfolio |
STAMFORD, CT |
315315
$8.1k |
$8.1k |
0.00% |
Reduced
-83 |
-83 |
| 20 |
HARBOUR INVESTMENTS, INC.
0.00% of their portfolio |
MADISON, WI |
303303
$7.8k |
$7.8k |
0.00% |
Reduced
-14 |
-14 |
| 21 |
Aspect Partners, LLC
0.00% of their portfolio |
FAIRFAX, VA |
300300
$7.7k |
$7.7k |
0.00% |
Unchanged |
|
| 22 |
North Star Investment Management Corp.
0.00% of their portfolio |
CHICAGO, IL |
290290
$7.5k |
$7.5k |
0.00% |
Unchanged |
|
| 23 |
GROUP ONE TRADING LLC
0.00% of their portfolio |
CHICAGO, IL |
283283
$7.3k |
$7.3k |
0.00% |
New |
|
| 24 |
AE Wealth Management LLC
0.00% of their portfolio |
TOPEKA, KS |
245245
$6.3k |
$6.3k |
0.00% |
Added
+5 |
+5 |
| 25 |
Tidemark, LLC
0.00% of their portfolio |
SAN DIEGO, CA |
241241
$6.2k |
$6.2k |
0.00% |
Reduced
-13 |
-13 |
| 26 |
Kilter Group LLC
0.00% of their portfolio |
RHINEBECK, NY |
236236
$6.1k |
$6.1k |
0.00% |
Unchanged |
|
| 27 |
IFP Advisors, Inc
0.00% of their portfolio |
TAMPA, FL |
203203
$5.2k |
$5.2k |
0.00% |
Unchanged |
|
| 28 |
SHP Wealth Management
0.00% of their portfolio |
PLYMOUTH, MA |
196196
$5.0k |
$5.0k |
0.00% |
Unchanged |
|
| 29 |
ARMSTRONG ADVISORY GROUP, INC
0.00% of their portfolio |
NEEDHAM, MA |
192192
$4.9k |
$4.9k |
0.00% |
Unchanged |
|
| 30 |
Rossby Financial, LCC
0.00% of their portfolio |
MELBOURNE, FL |
192192
$4.9k |
$4.9k |
0.00% |
Added
+187 |
+187 |
| 31 |
BANK OF MONTREAL /CAN/
0.00% of their portfolio |
TORONTO, A6 |
178178
$4.6k |
$4.6k |
0.00% |
Unchanged |
|
| 32 |
SIGNATUREFD, LLC
0.00% of their portfolio |
ATLANTA, GA |
169169
$4.4k |
$4.4k |
0.00% |
Unchanged |
|
| 33 |
Allied Private Wealth LLC
0.00% of their portfolio |
BOCA RATON, FL |
169169
$4.1k |
$4.1k |
0.00% |
First filing |
|
| 34 |
Capital Investment Advisory Services, LLC
0.00% of their portfolio |
RALEIGH, NC |
165165
$4.2k |
$4.2k |
0.00% |
Unchanged |
|
| 35 |
NewEdge Advisors, LLC
0.00% of their portfolio |
NEW ORLEANS, LA |
156156
$4.0k |
$4.0k |
0.00% |
Reduced
-31 |
-31 |
| 36 |
NFSG Corp
0.00% of their portfolio |
BOCA RATON, FL |
127127
$3.3k |
$3.3k |
0.00% |
Unchanged |
|
| 37 |
LANARK FINANCIAL, INC.
0.00% of their portfolio |
BIRMINGHAM, AL |
116116
$3.0k |
$3.0k |
0.00% |
Unchanged |
|
| 38 |
Arax Advisory Partners
0.00% of their portfolio |
NEW YORK, NY |
108108
$2.8k |
$2.8k |
0.00% |
Added
+101 |
+101 |
| 39 |
Rockefeller Capital Management L.P.
0.00% of their portfolio |
NEW YORK, NY |
105105
$2.7k |
$2.7k |
0.00% |
New |
|
| 40 |
BLUELINE ADVISORS LLC
0.00% of their portfolio |
EXETER, NH |
105105
$2.7k |
$2.7k |
0.00% |
Unchanged |
|
| 41 |
Caitlin John, LLC
0.00% of their portfolio |
BRIGHTON, MI |
100100
$2.6k |
$2.6k |
0.00% |
Unchanged |
|
| 42 |
Basepoint Wealth LLC
0.00% of their portfolio |
CEDAR RAPIDS, IA |
9797
$2.5k |
$2.5k |
0.00% |
Unchanged |
|
| 43 |
WHITTIER TRUST CO OF NEVADA INC
0.00% of their portfolio |
RENO, NV |
9191
$2.2k |
$2.2k |
0.00% |
Unchanged |
|
| 44 |
WealthShield Partners, LLC
0.00% of their portfolio |
CARY, NC |
8787
$2.2k |
$2.2k |
0.00% |
Reduced
-70 |
-70 |
| 45 |
EQUITEC PROPRIETARY MARKETS, LLC
0.00% of their portfolio |
CHICAGO, IL |
8383
$2.1k |
$2.1k |
0.00% |
Unchanged |
|
| 46 |
GABLES CAPITAL MANAGEMENT INC.
0.00% of their portfolio |
MIAMI, FL |
8383
$2.1k |
$2.1k |
0.00% |
Unchanged |
|
| 47 |
Murphy & Mullick Capital Management Corp
0.00% of their portfolio |
SMITHTOWN, NY |
8383
$2.1k |
$2.1k |
0.00% |
Unchanged |
|
| 48 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.00% of their portfolio |
BLUE BELL, PA |
7979
$2.0k |
$2.0k |
0.00% |
Unchanged |
|
| 49 |
FIDUCIARY FINANCIAL ADVISORS
0.00% of their portfolio |
GRAND RAPIDS, MI |
7878
$2.0k |
$2.0k |
0.00% |
New |
|
| 50 |
MCDONALD PARTNERS LLC
0.00% of their portfolio |
CLEVELAND, OH |
6565
$1.7k |
$1.7k |
0.00% |
New |
|
| 51 |
Aptus Capital Advisors, LLC
0.00% of their portfolio |
FAIRHOPE, AL |
6464
$1.6k |
$1.6k |
0.00% |
Added
+62 |
+62 |
| 52 |
Key Financial Inc
0.00% of their portfolio |
WEST CHESTER, PA |
6363
$1.6k |
$1.6k |
0.00% |
Unchanged |
|
| 53 |
Ancora Advisors LLC
0.00% of their portfolio |
Cleveland, OH |
6161
$1.6k |
$1.6k |
0.00% |
Unchanged |
|
| 54 |
Farther Finance Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
6161
$1.6k |
$1.6k |
0.00% |
Reduced
-26 |
-26 |
| 55 |
ROTHSCHILD INVESTMENT LLC
0.00% of their portfolio |
CHICAGO, IL |
5959
$1.5k |
$1.5k |
0.00% |
Unchanged |
|
| 56 |
Miller Global Investments, LLC
0.00% of their portfolio |
DALLAS, TX |
5858
$1.5k |
$1.5k |
0.00% |
Unchanged |
|
| 57 |
Capital Analysts, LLC
0.00% of their portfolio |
FORT WASHINGTON, PA |
5555
$1.0k |
$1.0k |
0.00% |
Added
+21 |
+21 |
| 58 |
BARTLETT & CO. WEALTH MANAGEMENT LLC
0.00% of their portfolio |
CINCINNATI, OH |
5555
$1.4k |
$1.4k |
0.00% |
Unchanged |
|
| 59 |
Triumph Capital Management
0.00% of their portfolio |
DENVER, CO |
5252
$1.3k |
$1.3k |
0.00% |
Unchanged |
|
| 60 |
IFG Advisory, LLC
0.00% of their portfolio |
ATLANTA, GA |
4949
$1.3k |
$1.3k |
0.00% |
New |
|
| 61 |
CITY HOLDING CO
0.00% of their portfolio |
CHARLESTON, WV |
4747
$1.2k |
$1.2k |
0.00% |
Unchanged |
|
| 62 |
VSM Wealth Advisory, LLC
0.00% of their portfolio |
HUNT VALLEY, MD |
4343
$1.1k |
$1.1k |
0.00% |
Unchanged |
|
| 63 |
Pinnacle Wealth Planning Services, Inc.
0.00% of their portfolio |
MANSFIELD, OH |
4141
$1.1k |
$1.1k |
0.00% |
Unchanged |
|
| 64 |
MPWM ADVISORY SOLUTIONS, LLC
0.00% of their portfolio |
ALPHARETTA, GA |
4141
$1.1k |
$1.1k |
0.00% |
Unchanged |
|
| 65 |
Founders Financial Alliance, LLC
0.00% of their portfolio |
RALEIGH, NC |
3939
$1.0k |
$1.0k |
0.00% |
Reduced
-196 |
-196 |
| 66 |
ELEVATION WEALTH PARTNERS, LLC
0.00% of their portfolio |
WALNUT CREEK, CA |
3939
$1.0k |
$1.0k |
0.00% |
Unchanged |
|
| 67 |
IAG Wealth Partners, LLC
0.00% of their portfolio |
WAUKESHA, WI |
3838
$979 |
$979 |
0.00% |
Unchanged |
|
| 68 |
Atlantic Edge Private Wealth Management, LLC
0.00% of their portfolio |
JACKSONVILLE, FL |
3737
$953 |
$953 |
0.00% |
Unchanged |
|
| 69 |
Harbor Asset Planning, Inc.
0.00% of their portfolio |
BELMONT, MA |
3636
$919 |
$919 |
0.00% |
Unchanged |
|
| 70 |
Golden State Wealth Management, LLC
0.00% of their portfolio |
SANTA ANA, CA |
3535
$912 |
$912 |
0.00% |
Unchanged |
|
| 71 |
Bulwark Capital Corp
0.00% of their portfolio |
FERNANDINA BEACH, FL |
3535
$901 |
$901 |
0.00% |
Unchanged |
|
| 72 |
PINNEY & SCOFIELD, INC.
0.00% of their portfolio |
CAMBRIDGE, MA |
3434
$876 |
$876 |
0.00% |
Unchanged |
|
| 73 |
HARBOR INVESTMENT ADVISORY, LLC
0.00% of their portfolio |
LUTHERVILLE, MD |
3333
$850 |
$850 |
0.00% |
Unchanged |
|
| 74 |
Measured Wealth Private Client Group, LLC
0.00% of their portfolio |
PORTSMOUTH, NH |
3333
$850 |
$850 |
0.00% |
Unchanged |
|
| 75 |
Clearstead Advisors, LLC
0.00% of their portfolio |
CLEVELAND, OH |
3030
$773 |
$773 |
0.00% |
Unchanged |
|
| 76 |
Meramec Financial Planners, LLC
0.00% of their portfolio |
SAINT LOUIS, MO |
3030
$684 |
$684 |
0.00% |
Unchanged |
|
| 77 |
FMR LLC
0.00% of their portfolio |
BOSTON, MA |
2828
$721 |
$721 |
0.00% |
New |
|
| 78 |
FIFTH THIRD BANCORP
0.00% of their portfolio |
CINCINNATI, OH |
2727
$695 |
$695 |
0.00% |
Unchanged |
|
| 79 |
Realta Investment Advisors
0.00% of their portfolio |
WILMINGTON, DE |
2626
$670 |
$670 |
0.00% |
Unchanged |
|
| 80 |
Fairway Wealth LLC
0.00% of their portfolio |
INDEPENDENCE, OH |
2626
$670 |
$670 |
0.00% |
Unchanged |
|
| 81 |
Millstone Evans Group, LLC
0.00% of their portfolio |
BOULDER, CO |
2626
$670 |
$670 |
0.00% |
Unchanged |
|
| 82 |
AlphaCore Capital LLC
0.00% of their portfolio |
LA JOLLA, CA |
2525
$644 |
$644 |
0.00% |
Unchanged |
|
| 83 |
Wealth Enhancement Trust Services, Inc.
0.00% of their portfolio |
SIOUX FALLS, SD |
2525
$644 |
$644 |
0.00% |
Unchanged |
|
| 84 |
Independence Bank of Kentucky
0.00% of their portfolio |
OWENSBORO, KY |
2424
$618 |
$618 |
0.00% |
Unchanged |
|
| 85 |
SIMS INVESTMENT MANAGEMENT, LLC
0.00% of their portfolio |
CINCINNATI, OH |
2323
$592 |
$592 |
0.00% |
New |
|
| 86 |
Financial Life Planners
0.00% of their portfolio |
TEMPE, AZ |
2121
$552 |
$552 |
0.00% |
Unchanged |
|
| 87 |
Parallel Advisors, LLC
0.00% of their portfolio |
SAN FRANCISCO, CA |
2020
$515 |
$515 |
0.00% |
Reduced
-33 |
-33 |
| 88 |
SOA Wealth Advisors, LLC.
0.00% of their portfolio |
NEW YORK, NY |
2020
$515 |
$515 |
0.00% |
Unchanged |
|
| 89 |
Strategic Wealth Partners, Ltd.
0.00% of their portfolio |
INDEPENDENCE, OH |
1919
$489 |
$489 |
0.00% |
Unchanged |
|
| 90 |
Smallwood Wealth Investment Management, LLC
0.00% of their portfolio |
RED BANK, NJ |
1717
$437 |
$437 |
0.00% |
Unchanged |
|
| 91 |
TD Waterhouse Canada Inc.
0.00% of their portfolio |
TORONTO, A6 |
1616
$406 |
$406 |
0.00% |
Unchanged |
|
| 92 |
BlackRock, Inc.
0.00% of their portfolio |
New York, NY |
1616
$412 |
$412 |
0.00% |
New |
|
| 93 |
Capital Advisors, Ltd. LLC
0.00% of their portfolio |
SHAKER HEIGHTS, OH |
1212
$0 |
$0 |
0.00% |
Unchanged |
|
| 94 |
Cassaday & Co Wealth Management LLC
0.00% of their portfolio |
MCLEAN, VA |
1212
$309 |
$309 |
0.00% |
Unchanged |
|
| 95 |
COMPASS FINANCIAL MANAGEMENT LLC
0.00% of their portfolio |
TAMPA, FL |
1212
$309 |
$309 |
0.00% |
First filing |
|
| 96 |
Fortis Group Advisors, LLC
0.00% of their portfolio |
WESTWOOD, NJ |
1111
$284 |
$284 |
0.00% |
Unchanged |
|
| 97 |
New England Capital Financial Advisors LLC
0.00% of their portfolio |
MERIDEN, CT |
1010
$258 |
$258 |
0.00% |
Unchanged |
|
| 98 |
Federation des caisses Desjardins du Quebec
0.00% of their portfolio |
LEVIS, A8 |
99
$224 |
$224 |
0.00% |
Unchanged |
|
| 99 |
PEOPLES FINANCIAL SERVICES CORP.
0.00% of their portfolio |
MOOSIC, PA |
88
$206 |
$206 |
0.00% |
Unchanged |
|
| 100 |
Axiom Investment Management LLC
0.00% of their portfolio |
NEW YORK, NY |
88
$206 |
$206 |
0.00% |
New |
|