13F QoQ Ownership Changes
BITB Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 63 new · 136 added · 112 reduced · 63 exited
New Positions(63)
Added To(136)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Pantera Capital Partners LP | 1,700,000 | +1,240,000 | $101.3M | +$72.7M | 269.6% |
| MILLENNIUM MANAGEMENT LLC | 3,605,179 | +102,140 | $171.5M | -$46.5M | 2.9% |
| WELLS FARGO & COMPANY/MN | 821,082 | +627,405 | $39.1M | +$27.0M | 323.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 783,408 | +519,644 | $37.3M | +$20.8M | 197.0% |
| Consolidated Portfolio Review Corp | 336,325 | +322,613 | $16.0M | +$15.1M | 2352.8% |
| PNC Financial Services Group, Inc. | 775,287 | +82,186 | $36.9M | -$6.3M | 11.8% |
| HighTower Advisors, LLC | 207,107 | +139,165 | $9.8M | +$5.6M | 204.8% |
| Vise Technologies, Inc. | 165,386 | +119,490 | $7.9M | +$5.0M | 260.3% |
| Financial Management Professionals, Inc. | 101,484 | +94,691 | $4.8M | +$4.4M | 1393.9% |
| Beaird Harris Wealth Management, LLC | 768,789 | +122,276 | $36.6M | -$3.7M | 18.9% |
| Schonfeld Strategic Advisors LLC | 1,105,512 | +315,860 | $52.6M | +$3.4M | 40.0% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 255,890 | +9,625 | $12.2M | -$3.2M | 3.9% |
| RENAISSANCE TECHNOLOGIES LLC | 79,700 | +65,100 | $3.8M | +$2.9M | 445.9% |
| Orion Porfolio Solutions, LLC | 179,964 | +3,214 | $8.6M | -$2.4M | 1.8% |
| VANCE WEALTH, LLC | 103,580 | +60,500 | $4.9M | +$2.2M | 140.4% |
| Refined Wealth Management | 199,766 | +12,038 | $9.5M | -$2.2M | 6.4% |
| Proficio Capital Partners LLC | 87,619 | +53,452 | $4.2M | +$2.0M | 156.4% |
| CITADEL ADVISORS LLC | 465,184 | +141,832 | $22.1M | +$2.0M | 43.9% |
| Carter Financial Group, INC. | 134,982 | +5,548 | $6.4M | -$1.6M | 4.3% |
| Focus Partners Wealth | 73,414 | +39,351 | $3.7M | +$1.5M | 115.5% |
| a16z Perennial Management, L.P. | 50,502 | +34,541 | $2.4M | +$1.4M | 216.4% |
| Visionary Wealth Advisors | 112,343 | +4,146 | $5.3M | -$1.4M | 3.8% |
| White Knight Strategic Wealth Advisors, LLC | 92,406 | +2,647 | $4.4M | -$1.2M | 2.9% |
| Savant Capital, LLC | 30,053 | +25,327 | $1.4M | +$1.1M | 535.9% |
| MAGNOLIA CAPITAL ADVISORS LLC | 111,163 | +41,918 | $5.3M | +$978.5K | 60.5% |
| MML INVESTORS SERVICES, LLC | 159,352 | +23,326 | $7.6M | -$884.8K | 17.1% |
| SIMPLEX TRADING, LLC | 18,246 | +11,011 | $867.8K | +$867.3K | 152.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 157,940 | +50,157 | $7.9M | +$807.7K | 46.5% |
| OPTIMA CAPITAL LLC | 65,328 | +2,861 | $3.1M | -$779.7K | 4.6% |
| Creative Planning | 70,341 | +4,942 | $3.3M | -$723.7K | 7.5% |
| IEQ CAPITAL, LLC | 112,213 | +14,812 | $5.3M | -$723.4K | 15.2% |
| KMG FIDUCIARY PARTNERS, LLC | 65,119 | +3,800 | $3.1M | -$718.2K | 6.2% |
| Magnus Financial Group LLC | 311,959 | +62,757 | $14.8M | -$668.6K | 25.2% |
| Arax Advisory Partners | 29,205 | +17,223 | $1.4M | +$643.5K | 143.7% |
| Wealthstar Advisors, LLC | 22,240 | +15,200 | $1.1M | +$619.7K | 215.9% |
| UNIQUE WEALTH, LLC | 132,620 | +21,703 | $6.3M | -$593.8K | 19.6% |
| Balance Wealth, LLC | 57,308 | +22,567 | $2.7M | +$564.0K | 65.0% |
| FF Advisors,LLC | 35,325 | +137 | $1.7M | -$509.3K | 0.4% |
| Choate Investment Advisors | 22,711 | +13,290 | $1.1M | +$494.0K | 141.1% |
| Twelve Points Wealth Management LLC | 14,287 | +10,952 | $700.1K | +$492.6K | 328.4% |
| Salus Financial Advisors, LLC | 43,873 | +2,514 | $2.1M | -$486.8K | 6.1% |
| MRP Capital Investments, LLC | 42,400 | +127 | $2.0M | -$460.2K | 0.3% |
| Perigon Wealth Management, LLC | 44,415 | +3,428 | $2.1M | -$437.8K | 8.4% |
| Mariner, LLC | 29,923 | +75 | $1.4M | -$434.0K | 0.3% |
| Well Done, LLC | 30,684 | +14,003 | $1.5M | +$421.4K | 83.9% |
| WT Wealth Management | 67,945 | +9,494 | $3.2M | -$405.4K | 16.2% |
| LAKE STREET PRIVATE WEALTH, LLC | 30,926 | +778 | $1.5M | -$405.0K | 2.6% |
| SIGNATUREFD, LLC | 10,044 | +8,834 | $477.7K | +$402.4K | 730.1% |
| Crumly & Associates Inc. | 194,851 | +39,497 | $9.3M | -$399.0K | 25.4% |
| Farringdon Capital, Ltd. | 105,408 | +31,130 | $5.0M | +$391.6K | 41.9% |
| Signature Wealth Management Group | 35,403 | +2,476 | $1.7M | -$365.0K | 7.5% |
| SILVER OAK SECURITIES, INCORPORATED | 31,550 | +1,643 | $1.5M | -$354.9K | 5.5% |
| Precision Wealth Strategies, LLC | 25,674 | +11,662 | $1.2M | +$349.2K | 83.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,287 | +756 | $346.6K | +$346.2K | 11.6% |
| Concentrum Wealth Management | 20,086 | +9,892 | $955.3K | +$321.0K | 97.0% |
| TRUE Private Wealth Advisors | 21,298 | +136 | $1.0M | -$303.8K | 0.6% |
| Sound Income Strategies, LLC | 8,025 | +6,189 | $416.5K | +$295.6K | 337.1% |
| BANK OF AMERICA CORP /DE/ | 92,608 | +17,535 | $4.4M | -$266.6K | 23.4% |
| Foundations Investment Advisors, LLC | 13,544 | +7,252 | $644.2K | +$252.7K | 115.3% |
| U.S. Capital Wealth Advisors, LLC | 24,165 | +1,635 | $1.1M | -$252.5K | 7.3% |
| Bonfire Financial | 24,157 | +1,771 | $1.1M | -$243.9K | 7.9% |
| Global Retirement Partners, LLC | 23,357 | +1,612 | $1.1M | -$242.1K | 7.4% |
| Atria Investments, Inc | 17,049 | +334 | $810.9K | -$229.2K | 2.0% |
| CIBC Private Wealth Group LLC | 19,993 | +1,260 | $950.9K | -$214.7K | 6.7% |
| Weaver Consulting Group | 9,308 | +5,555 | $442.7K | +$209.2K | 148.0% |
| Intellectus Partners, LLC | 18,350 | +7,650 | $872.7K | +$207.0K | 71.5% |
| JPMORGAN CHASE & CO | 4,872 | +4,147 | $231.7K | +$186.6K | 572.0% |
| GUGGENHEIM CAPITAL LLC | 122,295 | +31,654 | $5.8M | +$175.8K | 34.9% |
| Aptus Capital Advisors, LLC | 17,086 | +1,210 | $812.6K | -$175.2K | 7.6% |
| MORGAN STANLEY | 3,551 | +3,550 | $168.9K | +$168.8K | 355000.0% |
| MEITAV INVESTMENT HOUSE LTD | 59,895 | +11,466 | $2.8M | -$164.6K | 23.7% |
| LPL Financial LLC | 12,101 | +228 | $575.5K | -$163.2K | 1.9% |
| Emerald Advisors, LLC | 20,372 | +2,199 | $968.9K | -$161.8K | 12.1% |
| Diversify Advisory Services, LLC | 19,863 | +4,799 | $1.0M | +$157.5K | 31.9% |
| Archvest Wealth Advisors, Inc. | 12,035 | +368 | $572.4K | -$153.5K | 3.1% |
| CARY STREET PARTNERS FINANCIAL LLC | 13,069 | +5,471 | $621.6K | +$148.8K | 72.0% |
| Wilmington Savings Fund Society, FSB | 7,432 | +4,033 | $353.5K | +$142.0K | 118.7% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 11,999 | +5,076 | $570.7K | +$139.9K | 73.3% |
| Crown Wealth Group, LLC | 7,660 | +4,014 | $364.3K | +$137.5K | 110.1% |
| Financial Guidance Group, Inc. | 10,073 | +351 | $479.1K | -$125.8K | 3.6% |
| MGO ONE SEVEN LLC | 26,869 | +4,363 | $1.3M | -$122.4K | 19.4% |
| Avior Wealth Management, LLC | 10,397 | +510 | $494.5K | -$120.7K | 5.2% |
| CRA Financial Services, LLC | 11,973 | +893 | $569.4K | -$120.0K | 8.1% |
| Next Level Wealth Planning, LLC | 15,392 | +1,718 | $732.0K | -$118.8K | 12.6% |
| Morton Capital Management LLC/CA | 14,947 | +5,349 | $710.9K | +$113.7K | 55.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,355 | +2,278 | $112.0K | +$107.2K | 2958.4% |
| Moisand Fitzgerald Tamayo, LLC | 7,085 | +8 | $337.0K | -$103.4K | 0.1% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 62,850 | +16,463 | $3.0M | +$102.9K | 35.5% |
| Brookstone Capital Management | 26,828 | +4,689 | $1.3M | -$101.5K | 21.2% |
| Sowell Financial Services LLC | 11,593 | +4,363 | $551.4K | +$101.5K | 60.3% |
| ROTHSCHILD INVESTMENT LLC | 2,375 | +2,175 | $113.0K | +$100.5K | 1087.5% |
| Waverly Advisors, LLC | 6,401 | +25 | $304.4K | -$92.3K | 0.4% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 11,031 | +1,117 | $524.6K | -$92.2K | 11.3% |
| CERTIOR FINANCIAL GROUP, LLC | 8,009 | +487 | $380.9K | -$87.1K | 6.5% |
| Sunpointe, LLC | 8,357 | +702 | $397.5K | -$78.8K | 9.2% |
| Bryn Mawr Trust Advisors, LLC | 19,326 | +5,763 | $919.1K | +$75.3K | 42.5% |
| Parallel Advisors, LLC | 5,602 | +148 | $266.4K | -$72.9K | 2.7% |
| Soltis Investment Advisors LLC | 89,003 | +19,830 | $4.2M | -$70.9K | 28.7% |
| World Investment Advisors | 4,869 | +69 | $229.0K | -$69.7K | 1.4% |
| Empower Advisory Group, LLC | 9,267 | +2,997 | $440.7K | +$50.6K | 47.8% |
| NewEdge Wealth, LLC | 7,609 | +312 | $361.9K | -$50.3K | 4.3% |
| RAYMOND JAMES FINANCIAL INC | 5,795 | +2,160 | $275.6K | +$49.4K | 59.4% |
| Brown Miller Wealth Management, LLC | 15,235 | +2,804 | $724.6K | -$48.9K | 22.6% |
| DEARBORN PARTNERS LLC | 7,587 | +2,531 | $360.8K | +$46.3K | 50.0% |
| Freedom Financial Partners LLC | 6,411 | +791 | $304.9K | -$44.8K | 14.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | 5,186 | +576 | $246.6K | -$40.2K | 12.5% |
| Revisor Wealth Management LLC | 10,468 | +2,171 | $506.6K | -$39.5K | 26.2% |
| Mason & Associates Inc | 39,204 | +8,652 | $1.9M | -$36.4K | 28.3% |
| Private Wealth Asset Management, LLC | 2,320 | +5 | $110.3K | -$33.7K | 0.2% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 5,761 | +824 | $274.0K | -$33.2K | 16.7% |
| ROSS\JOHNSON & Associates LLC | 2,126 | +6 | $101.1K | -$30.8K | 0.3% |
| Financial Gravity Asset Management, Inc. | 1,917 | +2 | $91.2K | -$28.0K | 0.1% |
| EverSource Wealth Advisors, LLC | 888 | +643 | $42.2K | +$27.0K | 262.4% |
| CLIENT 1ST ADVISORY GROUP, LLC | 10,932 | +2,209 | $519.9K | -$22.8K | 25.3% |
| CORA CAPITAL ADVISORS LLC | 4,533 | +783 | $215.6K | -$17.7K | 20.9% |
| OSAIC HOLDINGS, INC. | 4,737 | +1,370 | $225.3K | +$15.8K | 40.7% |
| Trek Financial, LLC | 21,179 | +4,748 | $1.0M | -$15.1K | 28.9% |
| Park Place Capital Corp | 1,073 | +28 | $51.0K | -$14.0K | 2.7% |
| JBR Co Financial Management Inc | 9,432 | +2,021 | $448.6K | -$12.5K | 27.3% |
| Founders Capital Management | 700 | +360 | $33.3K | +$12.1K | 105.9% |
| Onyx Bridge Wealth Group LLC | 8,994 | +1,961 | $427.8K | -$9.8K | 27.9% |
| Echo45 Advisors LLC | 17,149 | +3,901 | $815.6K | -$8.7K | 29.4% |
| HRT FINANCIAL LP | 290,739 | +194,159 | $13.8K | +$7.8K | 201.0% |
| Walleye Trading LLC | 55,146 | +13,100 | $2.6M | +$6.6K | 31.1% |
| Fairway Wealth LLC | 2,314 | +637 | $110.1K | +$5.7K | 38.0% |
| Wiser Wealth Management, Inc | 59,655 | +14,139 | $2.8M | +$5.2K | 31.1% |
| HOLLENCREST CAPITAL MANAGEMENT | 1,529 | +404 | $72.7K | +$2.7K | 35.9% |
| Winthrop Capital Management, LLC | 53,779 | +53,544 | $2.6K | +$2.5K | 22784.7% |
| CWM, LLC | 278,351 | +27,812 | $13.2K | -$2.4K | 11.1% |
| Betterment LLC | 78,856 | +1,841 | $3.8K | -$1.0K | 2.4% |
| Archer Investment Corp | 113 | +13 | $5.4K | -$848 | 13.0% |
| Harel Insurance Investments & Financial Services Ltd. | 7,072 | +4,480 | $336 | +$175 | 172.8% |
| Bogart Wealth, LLC | 40 | +8 | $1.9K | -$89 | 25.0% |
| Greenwich Wealth Management LLC | 6,530 | +238 | $311 | -$80 | 3.8% |
| Migdal Insurance & Financial Holdings Ltd. | 12,265 | +3,532 | $583 | +$40 | 40.4% |
| HANTZ FINANCIAL SERVICES, INC. | 48 | +22 | $2 | $0 | 84.6% |
Reduced(112)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 553,814 | -705,214 | $26.3M | -$52.0M | -56.0% |
| ParaFi Capital LP | 1,960,000 | 0 | $93.2M | -$28.7M | 0.0% |
| Sculptor Capital LP | 321,399 | -229,879 | $15.3M | -$19.0M | -41.7% |
| Elequin Capital, LP | 160,000 | -233,733 | $7.6M | -$16.9M | -59.4% |
| KALEIDOSCOPE CAPITAL LP | 449,780 | -99,619 | $21.4M | -$12.8M | -18.1% |
| Tidal Investments LLC | 479,204 | -53,065 | $22.8M | -$10.3M | -10.0% |
| Pine Ridge Advisers LLC | 336,325 | 0 | $16.0M | -$4.9M | 0.0% |
| Clear Creek Financial Management, LLC | 193,511 | -18,689 | $9.2M | -$4.0M | -8.8% |
| ENVESTNET ASSET MANAGEMENT INC | 111,234 | -31,083 | $5.3M | -$3.6M | -21.8% |
| Advance Capital Management, Inc. | 43,606 | -40,493 | $2.1M | -$3.2M | -48.1% |
| Fielder Capital Group LLC | 203,873 | -902 | $9.7M | -$3.0M | -0.4% |
| RPg Family Wealth Advisory, LLC | 178,477 | -1,671 | $8.5M | -$2.7M | -0.9% |
| Kingsview Wealth Management, LLC | 63,967 | -28,245 | $3.0M | -$2.7M | -30.6% |
| RPO LLC | 31,900 | -29,585 | $1.5M | -$2.3M | -48.1% |
| Artemis Wealth Advisors, LLC | 150,000 | 0 | $7.1M | -$2.2M | 0.0% |
| StoneX Group Inc. | 11,876 | -32,446 | $564.8K | -$2.2M | -73.2% |
| SIH Partners, LLLP | 6,966 | -30,091 | $331.3K | -$2.0M | -81.2% |
| FIRST TRUST ADVISORS LP | 114,480 | -644 | $5.4M | -$1.7M | -0.6% |
| CreativeOne Wealth, LLC | 16,986 | -21,744 | $807.9K | -$1.6M | -56.1% |
| BEAM WEALTH ADVISORS, INC. | 106,412 | -374 | $5.1M | -$1.6M | -0.3% |
| Summit Financial, LLC | 98,145 | -102 | $4.7M | -$1.4M | -0.1% |
| Farther Finance Advisors, LLC | 14,812 | -19,519 | $704.5K | -$1.4M | -56.9% |
| Belpointe Asset Management LLC | 23,501 | -17,199 | $1.1M | -$1.4M | -42.3% |
| HIGHLINE WEALTH PARTNERS LLC | 69,785 | -4,647 | $3.3M | -$1.3M | -6.2% |
| FISCHER INVESTMENT STRATEGIES, LLC | 24,070 | -12,940 | $1.1M | -$1.2M | -35.0% |
| Capital Wealth Alliance, LLC | 17,227 | -9,961 | $662.2K | -$1.0M | -36.6% |
| Claro Advisors LLC | 68,116 | -55 | $3.2M | -$1.0M | -0.1% |
| Steward Partners Investment Advisory, LLC | 25,992 | -7,855 | $1.2M | -$869.8K | -23.2% |
| Embree Financial Group | 45,331 | -2,028 | $2.2M | -$790.7K | -4.3% |
| Exit Wealth Advisors, LLC. | 15,352 | -7,538 | $730.1K | -$694.1K | -32.9% |
| Stegent Equity Advisors, Inc. | 5,162 | -9,851 | $245.5K | -$688.6K | -65.6% |
| Ovata Capital Management Ltd | 39,977 | 0 | $1.9M | -$582.8K | 0.0% |
| Modern Wealth Management, LLC | 8,187 | -7,739 | $389.4K | -$572.6K | -48.6% |
| Freestone Capital Holdings, LLC | 19,885 | -3,427 | $945.7K | -$504.7K | -14.7% |
| Private Advisor Group, LLC | 24,120 | -2,401 | $1.1M | -$503.0K | -9.1% |
| SCS Capital Management LLC | 10,638 | -5,504 | $505.9K | -$498.4K | -34.1% |
| Walkner Condon Financial Advisors LLC | 10,589 | -4,911 | $503.6K | -$460.8K | -31.7% |
| Wealth Watch Advisors, INC | 21,849 | -2,010 | $1.0M | -$445.4K | -8.4% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 23,949 | -155 | $1.1M | -$360.7K | -0.6% |
| New Harbor Financial Group, LLC | 22,969 | 0 | $1.1M | -$336.7K | 0.0% |
| Archer Investment Management, LLC | 16,669 | -1,403 | $792.8K | -$331.7K | -7.8% |
| BBR PARTNERS, LLC | 21,500 | 0 | $1.0M | -$315.2K | 0.0% |
| 3EDGE Asset Management, LP | 18,762 | -249 | $892.3K | -$290.5K | -1.3% |
| Leverty Financial Group, LLC | 6,558 | -2,851 | $311.9K | -$273.5K | -30.3% |
| Dakota Wealth Management | 11,961 | -1,056 | $568.9K | -$241.1K | -8.1% |
| Pekin Hardy Strauss, Inc. | 15,975 | 0 | $759.8K | -$234.2K | 0.0% |
| CAPTRUST FINANCIAL ADVISORS | 14,972 | -150 | $712.1K | -$228.8K | -1.0% |
| ELLERSON GROUP INC /ADV | 5,457 | -2,303 | $259.5K | -$223.3K | -29.7% |
| Hudson Value Partners, LLC | 12,754 | -432 | $606.6K | -$213.9K | -3.3% |
| Kestra Advisory Services, LLC | 11,850 | -139 | $563.6K | -$182.4K | -1.1% |
| FAS Wealth Partners, Inc. | 5,409 | -1,561 | $257.3K | -$176.4K | -22.4% |
| RFG Holdings, Inc. | 11,594 | -4 | $551.4K | -$170.2K | -0.0% |
| Gryphon Financial Partners LLC | 9,000 | -500 | $428.0K | -$163.1K | -5.3% |
| Maridea Wealth Management LLC | 11,734 | -174 | $558.1K | -$159.9K | -1.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 7,620 | -757 | $362.4K | -$158.8K | -9.0% |
| Venture Visionary Partners LLC | 10,424 | 0 | $495.8K | -$152.8K | 0.0% |
| OPPENHEIMER & CO INC | 8,888 | -141 | $422.7K | -$139.1K | -1.6% |
| Shore Point Advisors, LLC | 6,578 | -677 | $312.8K | -$138.6K | -9.3% |
| Pasadena Private Wealth, LLC | 6,105 | -625 | $290.4K | -$128.4K | -9.3% |
| MAI Capital Management | 5,325 | -684 | $253.3K | -$120.6K | -11.4% |
| Integrated Wealth Concepts LLC | 4,613 | -745 | $219.4K | -$114.0K | -13.9% |
| Cerity Partners LLC | 6,927 | -264 | $331.0K | -$113.0K | -3.7% |
| GK Wealth Management LLC | 7,152 | -110 | $340.1K | -$111.7K | -1.5% |
| B. Riley Wealth Advisors, Inc. | 5,632 | -424 | $267.9K | -$108.9K | -7.0% |
| MONOGRAPH WEALTH ADVISORS, LLC | 7,409 | 0 | $352.4K | -$108.6K | 0.0% |
| PURE PORTFOLIOS HOLDINGS LLC | 7,283 | 0 | $346.4K | -$106.8K | 0.0% |
| SteelPeak Wealth, LLC | 6,800 | 0 | $323.4K | -$99.7K | 0.0% |
| Prime Capital Investment Advisors, LLC | 5,237 | -368 | $249.1K | -$99.7K | -6.6% |
| WorthPointe, LLC | 6,668 | 0 | $317.1K | -$97.8K | 0.0% |
| RIVERSEDGE ADVISORS, LLC | 4,860 | -422 | $231.1K | -$97.5K | -8.0% |
| MCF Advisors LLC | 6,614 | 0 | $314.6K | -$97.0K | 0.0% |
| Vantage Point Financial LLC | 6,056 | 0 | $288.0K | -$88.8K | 0.0% |
| Global View Capital Management LLC | 5,843 | 0 | $277.9K | -$85.7K | 0.0% |
| PERSONAL CFO SOLUTIONS, LLC | 5,615 | 0 | $267.1K | -$82.3K | 0.0% |
| STIFEL FINANCIAL CORP | 5,490 | 0 | $261.1K | -$80.5K | 0.0% |
| Apriem Advisors | 5,214 | 0 | $248.0K | -$76.4K | 0.0% |
| Cresset Asset Management, LLC | 4,916 | 0 | $233.8K | -$72.1K | 0.0% |
| Ballew Advisors, Inc | 6,005 | 0 | $308.3K | -$59.5K | 0.0% |
| Sunbelt Securities, Inc. | 2,665 | 0 | $126.7K | -$39.1K | 0.0% |
| Quaker Wealth Management, LLC | 2,613 | 0 | $124.3K | -$38.3K | 0.0% |
| BROWN BROTHERS HARRIMAN & CO | 1,753 | 0 | $83.4K | -$25.7K | 0.0% |
| Turim 21 Investimentos Ltda. | 1,405 | 0 | $66.8K | -$20.6K | 0.0% |
| WPG Advisers, LLC | 613 | -106 | $29.2K | -$15.6K | -14.7% |
| MassMutual Private Wealth & Trust, FSB | 1,000 | 0 | $47.6K | -$14.7K | 0.0% |
| Virtu Financial LLC | 10,368 | -211,331 | $493 | -$13.3K | -95.3% |
| Caitlin John, LLC | 747 | -34 | $35.5K | -$13.1K | -4.3% |
| North Star Investment Management Corp. | 548 | -70 | $26.1K | -$12.4K | -11.3% |
| Root Financial Partners, LLC | 834 | 0 | $39.7K | -$12.2K | 0.0% |
| Geneos Wealth Management Inc. | 781 | 0 | $37.1K | -$11.4K | 0.0% |
| Beacon Capital Management, Inc. | 75 | -165 | $3.6K | -$11.4K | -68.8% |
| Royal Bank of Canada | 202 | -198 | $10.0K | -$11.0K | -49.5% |
| Clearstead Advisors, LLC | 500 | 0 | $23.8K | -$7.3K | 0.0% |
| PRIVATE TRUST CO NA | 470 | 0 | $22.4K | -$6.9K | 0.0% |
| VISION FINANCIAL MARKETS LLC | 466 | 0 | $22.2K | -$6.8K | 0.0% |
| SJS Investment Consulting Inc. | 439 | 0 | $20.9K | -$6.4K | 0.0% |
| Johnson Financial Group, Inc. | 426 | 0 | $20.3K | -$6.2K | 0.0% |
| Nova Wealth Management, Inc. | 332 | -19 | $15.8K | -$6.0K | -5.4% |
| Smartleaf Asset Management LLC | 282 | 0 | $13.5K | -$4.1K | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 114,328 | -18,043 | $5.4K | -$2.8K | -13.6% |
| Global Wealth Strategies & Associates | 171 | 0 | $8.1K | -$2.5K | 0.0% |
| Crewe Advisors LLC | 136 | 0 | $6.5K | -$2.0K | 0.0% |
| IMA Advisory Services, Inc. | 130 | 0 | $6.2K | -$1.9K | 0.0% |
| MPWM ADVISORY SOLUTIONS, LLC | 91 | 0 | $4.3K | -$1.3K | 0.0% |
| CENTRAL TRUST Co | 80 | 0 | $3.8K | -$1.2K | 0.0% |
| Signature Resources Capital Management, LLC | 50 | 0 | $2.4K | -$733 | 0.0% |
| Arete Wealth Advisors, LLC | 28,459 | -1,154 | $1.4K | -$489 | -3.9% |
| McIlrath & Eck, LLC | 25 | 0 | $1.2K | -$367 | 0.0% |
| Ritter Daniher Financial Advisory LLC / DE | 20 | 0 | $952 | -$293 | 0.0% |
| NBT BANK N A /NY | 48 | -14 | $951 | -$293 | -22.6% |
| ALBION FINANCIAL GROUP /UT | 16 | 0 | $761 | -$235 | 0.0% |
| NewEdge Advisors, LLC | 3 | -1 | $143 | -$105 | -25.0% |
| CX Institutional | 30 | 0 | $1 | -$1 | 0.0% |