FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.990.39%
STOXX50E5,860.32-0.39%
XLF51.80-0.02%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp28°C
UV0
Feels31.3°C
Humidity70%
Wind13.3 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time10:25 PM
13F QoQ Ownership Changes

GBTC Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 89 new · 158 added · 471 reduced · 138 exited

New Positions(89)

ManagerSharesΔ SharesValueΔ Value% Δ
Palumbo Wealth Management LLC67,259+67,259$4.6M+$4.6M
Pine Valley Investments Ltd Liability Co52,868+52,868$4.2M+$4.2M
EFG International AG45,050+45,050$3.1M+$3.1M
ACT CAPITAL MANAGEMENT, LLC34,400+34,400$2.4M+$2.4M
Benson Wealth Management INC29,272+29,272$2.0M+$2.0M
HEADINVEST, LLC25,000+25,000$1.7M+$1.7M
MAINSTAY CAPITAL MANAGEMENT LLC /ADV24,048+24,048$1.6M+$1.6M
Sanctuary Advisors, LLC21,129+21,129$1.4M+$1.4M
Pinnacle Financial Partners, Inc.20,180+20,180$1.4M+$1.4M
Evolution Wealth Advisors, LLC19,881+19,881$1.4M+$1.4M
Ballast Financial Advisors LLC19,161+19,161$1.3M+$1.3M
OakTrust Wealth Advisors, LLC18,627+18,627$1.3M+$1.3M
WCG Wealth Advisors LLC16,529+16,529$1.1M+$1.1M
IFP Advisors, Inc12,490+12,490$956.9K+$956.9K
Narus Financial Partners, LLC11,340+11,340$898.8K+$898.8K
DIVERSIFIED MANAGEMENT INC11,193+11,193$765.2K+$765.2K
Sage Investment Advisers LLC10,500+10,500$717.8K+$717.8K
Optiver Holding B.V.10,303+10,303$704.3K+$704.3K
Glaxis Capital Management, LLC10,000+10,000$683.6K+$683.6K
EP Wealth Advisors, LLC9,220+9,220$630.3K+$630.3K
Garde Capital, Inc.9,137+9,137$624.6K+$624.6K
Capstone Capital Management Ltd8,907+8,907$608.9K+$608.9K
Kovack Advisors, Inc.8,521+8,521$582.5K+$582.5K
Galaxy Group Investments LLC8,335+8,335$569.8K+$569.8K
Taylor & Morgan Wealth Management, LLC8,274+8,274$565.6K+$565.6K
Badgley Phelps Wealth Managers, LLC8,080+8,080$552.4K+$552.4K
SUMMIT WEALTH GROUP LLC / CO2,875+2,875$510.9K+$510.9K
Midwest Financial Partners Investments, Inc.7,462+7,462$510.1K+$510.1K
Wilmar Advisors LLC6,500+6,500$444.3K+$444.3K
NORTHBRIDGE FINANCIAL GROUP, LLC6,387+6,387$436.6K+$436.6K
Sharper & Granite LLC6,330+6,330$432.7K+$432.7K
EVOLVE PRIVATE WEALTH, LLC6,266+6,266$428.3K+$428.3K
Greenline Wealth Management LLC6,113+6,113$417.9K+$417.9K
Ransom Advisory, Ltd6,900+6,900$416.3K+$416.3K
GRANVILLE CAPITAL, INC.6,000+6,000$410.2K+$410.2K
MCGUIRE CAPITAL ADVISORS INC5,891+5,891$402.7K+$402.7K
ROMAN BUTLER FULLERTON & CO5,451+5,451$380.2K+$380.2K
Triad Wealth Partners, LLC5,376+5,376$367.5K+$367.5K
Wealth Analytics Partners, LLC4,710+4,710$322.0K+$322.0K
Allworth Financial LP4,636+4,636$316.9K+$316.9K
COFG Advisors, LLC4,555+4,555$311.4K+$311.4K
Genesis Financial Group, LLC4,550+4,550$311.0K+$311.0K
Carrera Capital Advisors3,735+3,735$255.3K+$255.3K
TWO SIGMA SECURITIES, LLC3,722+3,722$254.4K+$254.4K
Krilogy Financial LLC3,722+3,722$254.3K+$254.3K
Procyon Advisors, LLC3,358+3,358$229.6K+$229.6K
Advisors Capital Management, LLC3,315+3,315$226.6K+$226.6K
Laird Norton Wetherby Trust Company, LLC3,210+3,210$219.4K+$219.4K
Keel Point, LLC3,149+3,149$215.3K+$215.3K
WIREGRASS INVESTMENT MANAGEMENT LLC2,961+2,961$202.4K+$202.4K
BARCLAYS PLC2,950+2,950$201.7K+$201.7K
DV Trading LLC2,847+2,847$194.6K+$194.6K
Garner Asset Management Corp1,805+1,805$123.4K+$123.4K
GROUP ONE TRADING LLC1,648+1,648$112.7K+$112.7K
Pinnacle Wealth Planning Services, Inc.1,512+1,512$103.4K+$103.4K
Boreal Capital Management LLC1,493+1,493$102.1K+$102.1K
Safe Harbor Fiduciary, LLC1,114+1,114$76.2K+$76.2K
Holos Integrated Wealth LLC800+800$64.6K+$64.6K
Intesa Sanpaolo S.p.A.871+871$59.8K+$59.8K
Key Capital Management, INC870+870$59.5K+$59.5K
Wilkerson Advisory Group LLC784+784$53.6K+$53.6K
Quattro Advisors LLC757+757$51.7K+$51.7K
RHL GROUP, LLC624+624$42.7K+$42.7K
ELEVATION POINT WEALTH PARTNERS, LLC388+388$32.9K+$32.9K
CARY STREET PARTNERS INVESTMENT ADVISORY LLC432+432$29.5K+$29.5K
Garton & Associates Financial Advisors LLC400+400$27.3K+$27.3K
Strive Financial Group ,LLC329+329$22.5K+$22.5K
Lodestone Wealth Management LLC308+308$21.1K+$21.1K
Kilter Group LLC251+251$17.2K+$17.2K
Cape Investment Advisory, Inc.212+212$14.5K+$14.5K
Strategic Investment Solutions, Inc. /IL209+209$14.3K+$14.3K
MPWM ADVISORY SOLUTIONS, LLC200+200$13.7K+$13.7K
ATLAS CAPITAL ADVISORS INC.186+186$12.7K+$12.7K
Godfrey Financial Associates, Inc.160+160$10.9K+$10.9K
UBS Group AG100+100$6.8K+$6.8K
Meramec Financial Planners, LLC91+91$5.0K+$5.0K
Laurel Wealth Advisors LLC65+65$4.4K+$4.4K
FLOW TRADERS U.S. LLC30,363+30,363$2.1K+$2.1K
Aurora Private Wealth, Inc.22,401+22,401$1.5K+$1.5K
Kingdom Financial Group LLC.18+18$1.2K+$1.2K
MV CAPITAL MANAGEMENT, INC.12+12$821+$821
Navalign, LLC11+11$752+$752
M Holdings Securities, Inc.10,131+10,131$693+$693
OPTIMA CAPITAL LLC9+9$615+$615
QUADRANT CAPITAL GROUP LLC6+6$411+$411
Noble Wealth Management PBC3+3$205+$205
Kohmann Bosshard Financial Services, LLC2+2$137+$137
Main Management LLC200+200$14+$14
Motiv8 Investments LLC100+100$7+$7

Added To(158)

ManagerSharesΔ SharesValueΔ Value% Δ
SUSQUEHANNA INTERNATIONAL GROUP, LLP1,750,672+912,951$119.7M+$44.5M109.0%
DRW Securities, LLC232,691+214,937$15.9M+$14.3M1210.6%
Cetera Investment Advisers184,976+132,219$12.6M+$7.9M250.6%
RBF Capital, LLC300,000+150,000$20.5M+$7.0M100.0%
RENAISSANCE TECHNOLOGIES LLC120,100+87,900$8.2M+$5.3M273.0%
ALKEON CAPITAL MANAGEMENT LLC920,000+270,000$62.9M+$4.5M41.5%
NWAM LLC68,277+46,269$5.5M+$3.6M210.2%
Mariner, LLC173,207+2,088$11.8M-$3.5M1.2%
Creative Planning135,990+788$9.3M-$2.8M0.6%
MORGAN STANLEY93,441+52,794$6.4M+$2.7M129.9%
SLT Holdings LLC122,775+173$8.4M-$2.6M0.1%
Fiduciary Alliance LLC134,253+4,221$9.2M-$2.5M3.2%
Kovitz Investment Group Partners, LLC64,222+41,120$4.4M+$2.3M178.0%
IEQ CAPITAL, LLC117,106+4,000$8.0M-$2.1M3.5%
Virtue Capital Management, LLC5,223+2,944$1.9M+$1.7M129.2%
Farther Finance Advisors, LLC72,070+1,190$4.9M-$1.4M1.7%
Guild Investment Management, Inc.67,325+390$4.6M-$1.4M0.6%
Advisory Services Network, LLC76,407+2,734$5.2M-$1.4M3.7%
Global Retirement Partners, LLC64,428+1,074$4.4M-$1.3M1.7%
Bleakley Financial Group, LLC55,363+65$3.8M-$1.2M0.1%
OSAIC HOLDINGS, INC.82,156+5,980$5.6M-$1.1M7.8%
Focus Partners Wealth221,130+20,951$16.9M-$1.0M10.5%
Corient Private Wealth LLC80,990+33,457$3.2M-$1.0M70.4%
Lido Advisors, LLC159,795+14,139$13.9M+$863.1K9.7%
NewEdge Wealth, LLC60,855+284$4.2M-$767.4K0.5%
Cyndeo Wealth Partners, LLC37,739+582$2.6M-$755.7K1.6%
Keystone Financial Group56,312+83$3.8M-$752.5K0.1%
Smartleaf Asset Management LLC10,910+10,894$748.5K+$747.1K68087.5%
Hartmann Taylor Wealth Management, LLC13,455+11,000$919.8K+$699.4K448.1%
CITIZENS FINANCIAL GROUP INC/RI13,547+10,750$926.1K+$675.0K384.3%
NavPoint Financial, Inc.13,200+10,600$902.4K+$669.0K407.7%
B. Riley Wealth Advisors, Inc.33,038+575$2.3M-$655.7K1.8%
SPROTT INC.35,438+1,183$2.4M-$652.5K3.5%
Walleye Trading LLC45,900+3,800$3.1M-$641.6K9.0%
Pekin Hardy Strauss, Inc.58,419+6,881$4.0M-$633.0K13.3%
MERCER GLOBAL ADVISORS INC /ADV72,584+23,951$5.0M+$596.1K49.2%
SJS Investment Consulting Inc.27,578+13$1.9M-$589.3K0.0%
Curi Capital, LLC31,133+1,385$2.1M-$542.2K4.7%
INTEGRITY ALLIANCE, LLC.14,222+9,063$972.2K+$509.1K175.7%
TRUIST FINANCIAL CORP30,737+2,061$2.1M-$473.1K7.2%
Meridian Wealth Management, LLC22,789+391$1.6M-$452.8K1.7%
MGO ONE SEVEN LLC39,296+4,384$2.7M-$447.8K12.6%
Upper Left Wealth Management, LLC20,957+26$1.4M-$446.4K0.1%
Beacon Pointe Advisors, LLC22,546+623$1.5M-$426.8K2.8%
Perigon Wealth Management, LLC20,946+298$1.4M-$421.7K1.4%
J.W. COLE ADVISORS, INC.10,283+78$521.1K-$395.0K0.8%
Integras Partners LLC18,455+58$1.3M-$389.9K0.3%
Rockefeller Capital Management L.P.6,488+5,692$443.5K+$372.1K715.1%
Quent Capital, LLC7,151+5,820$488.8K+$369.4K437.3%
Cerity Partners LLC62,791+10,923$4.3M-$362.1K21.1%
CIBC Private Wealth Group LLC27,281+2,500$1.9M-$359.7K10.1%
CARY STREET PARTNERS FINANCIAL LLC16,117+335$1.1M-$315.0K2.1%
Aptus Capital Advisors, LLC13,958+85$954.2K-$291.2K0.6%
Henrickson Nauta Wealth Advisors, Inc.8,188+4,547$591.2K+$264.3K124.9%
Blue Trust, Inc.18,235+1,546$1.2M-$251.6K9.3%
Quadrant Private Wealth Management, LLC14,550+703$994.6K-$248.4K5.1%
RITHOLTZ WEALTH MANAGEMENT10,788+32$737.5K-$228.1K0.3%
Avior Wealth Management, LLC7,945+4,405$543.1K+$225.3K124.4%
VestGen Advisors, LLC16,398+1,631$1.1M-$204.7K11.0%
Chicago Partners Investment Group LLC13,051+606$911.2K-$196.6K4.9%
Kathmere Capital Management, LLC8,539+13$583.7K-$181.7K0.1%
Embree Financial Group12,687+1,050$867.3K-$177.4K9.0%
BCS Wealth Management7,514+3,757$513.7K+$176.4K100.0%
Orion Porfolio Solutions, LLC8,270+106$565.3K-$167.5K1.3%
U.S. Capital Wealth Advisors, LLC28,705+4,986$2.0M-$167.0K21.0%
Quantinno Capital Management LP8,551+296$584.5K-$156.5K3.6%
Schneider Downs Wealth Management Advisors, LP12,429+1,244$849.6K-$154.4K11.1%
Kingsview Wealth Management, LLC8,307+268$567.9K-$153.8K3.3%
Csenge Advisory Group7,710+140$527.0K-$152.5K1.8%
American Capital Advisory, LLC6,170+10$421.8K-$131.2K0.2%
Verity Asset Management, Inc.7,082+260$484.1K-$128.3K3.8%
BROWN, LISLE/CUMMINGS, INC.2,195+1,925$150.1K+$125.8K713.0%
Koshinski Asset Management, Inc.6,345+120$433.7K-$125.1K1.9%
Mutual Advisors, LLC7,305+100$499.3K-$123.3K1.4%
MAI Capital Management28,026+5,331$1.9M-$121.5K23.5%
TRANSCEND CAPITAL ADVISORS, LLC12,739+1,687$870.8K-$121.3K15.3%
Parallel Advisors, LLC6,531+215$446.5K-$120.5K3.4%
Western Wealth Management, LLC12,320+1,652$842.2K-$115.5K15.5%
Magnus Financial Group LLC5,452+33$372.7K-$113.8K0.6%
Strategies Wealth Advisors, LLC6,205+215$424.2K-$113.5K3.6%
Global Assets Advisory, LLC9,659+1,056$660.3K-$112.0K12.3%
GABLES CAPITAL MANAGEMENT INC.15,495+2,500$1.1M-$107.3K19.2%
Traynor Capital Management, Inc.9,817+1,185$671.1K-$103.8K13.7%
StoneX Group Inc.5,233+2,398$357.7K+$103.2K84.6%
Impact Partnership Wealth, LLC4,756+1$325.1K-$101.7K0.0%
HB Wealth Management, LLC7,195+591$491.9K-$101.1K8.9%
Journey Advisory Group, LLC4,575+27$312.7K-$95.5K0.6%
UNITED CAPITAL FINANCIAL ADVISORS, LLC35,561+9,519$2.4M+$93.2K36.5%
Ameritas Advisory Services, LLC14,340+2,404$980.3K-$91.2K20.1%
Fortis Capital Management LLC13,711+2,266$937.3K-$90.1K19.8%
Snowden Capital Advisors LLC4,785+140$327.1K-$89.9K3.0%
PANORAMIC INVESTMENT ADVISORS, LLC4,033+6$275.7K-$85.8K0.1%
Arkadios Wealth Advisors5,361+323$366.5K-$85.8K6.4%
E&G Advisors, LP3,957+7$270.5K-$84.1K0.2%
LMG Wealth Partners, LLC4,243+81$290.1K-$83.6K1.9%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC4,337+125$296.5K-$81.6K3.0%
&PARTNERS16,689+4,880$1.1M+$80.8K41.3%
Fort Point Capital Partners LLC7,675+2,190$570.5K+$78.1K39.9%
Cornerstone Wealth Management, LLC4,789+273$327.4K-$78.0K6.0%
Westmount Partners, LLC9,686+1,703$662.1K-$73.9K21.3%
SCHNIEDERS CAPITAL MANAGEMENT, LLC.4,284+200$292.9K-$73.8K4.9%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC5,300+80$362.3K-$70.7K1.5%
Cornerstone Wealth Group, LLC4,246+250$290.3K-$68.5K6.3%
Capital Investment Advisory Services, LLC6,731+860$460.1K-$66.9K14.6%
Bonfire Financial3,558+13$250.8K-$65.2K0.4%
Clear Creek Financial Management, LLC5,258+532$359.4K-$64.8K11.3%
SILVER OAK SECURITIES, INCORPORATED3,910+220$268.3K-$63.0K6.0%
United Asset Strategies, Inc.3,138+50$214.5K-$62.7K1.6%
Cannell & Spears LLC7,765+1,200$530.8K-$58.5K18.3%
Capital Investment Advisors, LLC2,992+64$204.5K-$58.3K2.2%
Federation des caisses Desjardins du Quebec2,620+105$179.1K-$46.7K4.2%
SMITH, MOORE & CO.11,216+2,160$766.7K-$46.2K23.9%
AXXCESS WEALTH MANAGEMENT, LLC11,005+3,134$752.3K+$45.7K39.8%
Bogart Wealth, LLC3,555+369$243.0K-$43.0K11.6%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,044+248$208.1K-$42.9K8.9%
BRAVE ASSET MANAGEMENT INC4,274+1,450$292.2K+$38.7K51.3%
North Star Investment Management Corp.3,594+442$245.7K-$37.3K14.0%
SteelPeak Wealth, LLC18,064+4,719$1.2M+$36.9K35.4%
CERTUITY, LLC4,695+725$320.9K-$35.4K18.3%
BANK OF AMERICA CORP /DE/2,703+266$184.8K-$34.0K10.9%
MONEY CONCEPTS CAPITAL CORP5,735+1,000$392.0K-$33.0K21.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,234+1,130$221.1K+$32.2K53.7%
Ashton Thomas Private Wealth, LLC3,992+598$272.9K-$31.8K17.6%
World Investment Advisors7,893+3,234$387.8K-$30.4K69.4%
BANK OF MONTREAL /CAN/13,939+2,989$952.9K-$30.1K27.3%
PUREfi Wealth, LLC3,044+400$208.1K-$29.3K15.1%
Secure Asset Management, LLC9,590+2,170$655.6K-$28.6K29.2%
Canal Capital Management, LLC2,730+174$245.1K+$28.2K6.8%
JPMORGAN CHASE & CO1,322+618$90.4K+$27.2K87.8%
Invesco Ltd.4,684+950$320.2K-$15.0K25.4%
CoreCap Advisors, LLC441+272$30.1K+$15.0K160.9%
KERR FINANCIAL PLANNING Corp1,890+400$96.5K-$13.1K26.8%
Leo Wealth, LLC7,032+1,536$480.7K-$12.7K27.9%
DHJJ Financial Advisors, Ltd.502+11$34.3K-$9.8K2.2%
HARBOR INVESTMENT ADVISORY, LLC713+65$48.7K-$9.4K10.0%
FMR LLC5,699+1,260$389.6K-$8.9K28.4%
Trust Co776+87$53.0K-$8.8K12.6%
EverSource Wealth Advisors, LLC1,044+154$71.4K-$8.5K17.3%
Bear Mountain Capital, Inc.640+3$47.6K-$8.3K0.5%
ELEVATUS WELATH MANAGEMENT3,700+800$252.9K-$7.4K27.6%
Prestige Wealth Management Group LLC101+81$7.3K+$5.5K405.0%
PITTENGER & ANDERSON INC165+100$11.3K+$5.4K153.8%
AlphaCore Capital LLC7,442+1,726$508.7K-$4.4K30.2%
PFS Partners, LLC225+15$15.4K-$3.5K7.1%
Nemes Rush Group LLC52+50$3.6K+$3.4K2500.0%
Root Financial Partners, LLC464+144$31.7K+$3.0K45.0%
SWAN Capital LLC511+100$34.9K-$2.0K24.3%
Virtu Financial LLC55,584+32,573$3.8K+$1.7K141.6%
Quaker Wealth Management, LLC119+15$8.1K-$1.2K14.4%
NATIONAL BANK OF CANADA /FI/250+50$17.1K-$86425.0%
Cherry Tree Wealth Management, LLC206+57$14.1K+$70738.3%
Thrivent Financial for Lutherans8,596+4,216$589+$19696.3%
WEDBUSH SECURITIES INC23,006+4,081$1.6K-$12621.6%
PARK AVENUE SECURITIES LLC6,582+253$450-$1184.0%
CENTAURUS FINANCIAL, INC.9,125+1,019$624-$10412.6%
Arete Wealth Advisors, LLC4,702+569$321-$5013.8%
CWM, LLC16,199+3,628$1.1K-$2128.9%
VALLEY NATIONAL ADVISERS INC1,823+367$124-$625.2%

Reduced(471)

ManagerSharesΔ SharesValueΔ Value% Δ
HORIZON KINETICS ASSET MANAGEMENT LLC14,113,593-67,607$964.8M-$308.2M-0.5%
Multicoin Capital Management, LLC302,251-1,019,557$20.7M-$98.0M-77.1%
JANE STREET GROUP, LLC342,041-283,497$23.4M-$32.8M-45.3%
LPL Financial LLC977,214-42,860$66.8M-$24.8M-4.2%
Vident Advisory, LLC332,800-84,600$22.8M-$14.7M-20.3%
COMMONWEALTH EQUITY SERVICES, LLC207,463-21,054$14.2M+$14.2M-9.2%
HighTower Advisors, LLC620,363-6,065$42.4M-$13.8M-1.0%
CITADEL ADVISORS LLC437,622-43,178$29.9M-$13.2M-9.0%
OLD MISSION CAPITAL LLC556,244-164,865$15.4M-$12.8M-22.9%
Cresset Asset Management, LLC243,904-48,730$16.7M-$9.6M-16.6%
Wealthfront Advisers LLC354,702-18,728$24.2M-$9.3M-5.0%
Brookstone Capital Management40,506-81,037$2.8M-$8.1M-66.7%
MAD RIVER INVESTORS360,454-500$24.6M-$7.8M-0.1%
EagleClaw Capital Managment, LLC332,841-1,625$22.8M-$7.3M-0.5%
One Charles Private Wealth Services, LLC278,603-10,807$19.0M-$6.9M-3.7%
Moors & Cabot, Inc.315,519-382$21.6M-$6.8M-0.1%
KINGSWOOD WEALTH ADVISORS, LLC283,835-1,113$19.4M-$6.2M-0.4%
Beaumont Financial Advisors, LLC271,467-2,901$18.6M-$6.1M-1.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC184,647-5,677$13.3M-$4.8M-3.0%
Fiduciary Trust Co35,115-37,035$2.4M-$4.1M-51.3%
Variant Private Wealth, LLC71,666-25,820$4.9M-$3.9M-26.5%
ENVESTNET ASSET MANAGEMENT INC69,568-26,305$4.8M-$3.9M-27.4%
Ethos Financial Group, LLC16,310-36,902$1.1M-$3.7M-69.3%
Atlas Wealth Partners, LLC142,712-3,646$9.8M-$3.4M-2.5%
Fielder Capital Group LLC112,760-7,706$7.7M-$3.1M-6.4%
BLUE SQUARE ASSET MANAGEMENT, LLC60,217-19,994$4.1M-$3.1M-24.9%
Foundations Investment Advisors, LLC127,107-2,525$8.7M-$2.9M-1.9%
Sloy Dahl & Holst, LLC134,430-318$9.2M-$2.9M-0.2%
Pasadena Private Wealth, LLC119,266-2,096$8.2M-$2.7M-1.7%
Larson Financial Group LLC92,156-7,759$6.3M-$2.7M-7.8%
Sequoia Financial Advisors, LLC118,945-1,156$8.1M-$2.7M-1.0%
LAKEWOOD CAPITAL MANAGEMENT, LP123,5000$8.4M-$2.6M0.0%
Newbridge Financial Services Group, Inc.5,182-25,590$354.2K-$2.4M-83.2%
RAYMOND JAMES FINANCIAL INC87,523-5,885$6.0M-$2.4M-6.3%
BLAIR WILLIAM & CO/IL107,329-228$7.3M-$2.3M-0.2%
Citrine Capital LLC101,811-1,413$7.0M-$2.3M-1.4%
ONCE CAPITAL MANAGEMENT, LLC107,7000$7.4M-$2.3M0.0%
Kestra Advisory Services, LLC100,737-699$6.9M-$2.2M-0.7%
Birch Hill Investment Advisors LLC102,8500$7.0M-$2.2M0.0%
Red Door Wealth Management, LLC95,690-1,622$6.5M-$2.2M-1.7%
ICONIQ Capital, LLC101,5750$6.9M-$2.2M0.0%
MILLENNIUM MANAGEMENT LLC100,0000$6.8M-$2.1M0.0%
TRAPHAGEN INVESTMENT ADVISORS LLC85,252-3,122$5.8M-$2.1M-3.5%
Claro Advisors LLC90,190-264$6.2M-$2.0M-0.3%
Legacy Wealth Asset Management, LLC56,309-7,524$3.8M-$1.9M-11.8%
MONECO Advisors, LLC64,271-5,149$4.4M-$1.8M-7.4%
WESCAP Management Group, Inc.69,176-3,353$4.7M-$1.8M-4.6%
Merit Financial Group, LLC47,418-8,231$3.2M-$1.8M-14.8%
Van Hulzen Asset Management, LLC77,934-638$5.3M-$1.7M-0.8%
Integrated Wealth Concepts LLC23,830-13,355$1.6M-$1.7M-35.9%
Intellectus Partners, LLC76,266-275$5.2M-$1.7M-0.3%
Ascension Capital Advisors, Inc.65,907-2,546$4.5M-$1.6M-3.7%
SCS Capital Management LLC75,9570$5.2M-$1.6M0.0%
Haven Private, LLC73,437-112$5.0M-$1.6M-0.1%
REGIONS FINANCIAL CORP15,049-13,785$1.0M-$1.6M-47.8%
Modern Wealth Management, LLC11,225-15,343$767.3K-$1.6M-57.7%
SELDON CAPITAL LP64,207-1,900$4.4M-$1.5M-2.9%
NewEdge Advisors, LLC42,652-5,278$2.9M-$1.4M-11.0%
Royal Bank of Canada18,444-17,026$1.3M-$1.4M-48.0%
JOHNSON INVESTMENT COUNSEL INC6,823-13,328$466.4K-$1.3M-66.1%
US BANCORP \DE\47,613-3,110$3.3M-$1.3M-6.1%
Fountainhead AM, LLC175-14,264$12.0K-$1.3M-98.8%
BECK CAPITAL MANAGEMENT, LLC49,845-2,177$3.4M-$1.3M-4.2%
PNC Financial Services Group, Inc.46,863-2,876$3.2M-$1.3M-5.8%
NorthRock Partners, LLC15,153-10,964$1.0M-$1.3M-42.0%
Pathstone Holdings, LLC32,247-5,884$2.2M-$1.2M-15.4%
KESTRA PRIVATE WEALTH SERVICES, LLC55,0080$3.8M-$1.2M0.0%
Verde Capital Management51,322-687$3.5M-$1.2M-1.3%
Integrated Advisors Network LLC22,003-7,501$1.5M-$1.1M-25.4%
Carnegie Investment Counsel25,058-6,575$1.7M-$1.1M-20.8%
NTV Asset Management LLC52,485-2$3.6M-$1.1M0.0%
HFG Wealth Management, LLC43,020-2,102$2.9M-$1.1M-4.7%
BROWN ADVISORY INC51,6160$3.5M-$1.1M0.0%
LEAVELL INVESTMENT MANAGEMENT, INC.7,800-10,450$533.2K-$1.1M-57.3%
Convergence Financial, LLC51,4600$3.5M-$1.1M0.0%
Private Advisor Group, LLC33,298-3,543$2.3M-$1.0M-9.6%
Prosperity Financial Group, Inc.39,055-1,985$2.7M-$1.0M-4.8%
Belvedere Trading LLC14,000-7,514$957.0K-$974.3K-34.9%
Financial Engines Advisors L.L.C.27,216-4,362$1.9M-$974.3K-13.8%
Proficio Capital Partners LLC44,162-265$3.0M-$969.3K-0.6%
FAGAN ASSOCIATES, INC.43,053-231$2.9M-$942.5K-0.5%
Maridea Wealth Management LLC13,272-8,000$907.3K-$941.0K-37.6%
CERTIOR FINANCIAL GROUP, LLC43,676-40$3.0M-$938.7K-0.1%
Wealthspire Advisors, LLC42,395-318$2.9M-$936.2K-0.7%
Visionary Wealth Advisors36,811-1,631$2.5M-$934.5K-4.2%
PYA Waltman Capital, LLC33,010-2,334$2.3M-$916.3K-6.6%
Interchange Capital Partners, LLC33,182-2,031$2.3M-$892.7K-5.8%
CAPTRUST FINANCIAL ADVISORS38,536-698$2.6M-$887.7K-1.8%
GRIMES & COMPANY, INC.21,076-4,849$1.4M-$886.5K-18.7%
WealthPlan Investment Management, LLC29,311-2,833$2.0M-$881.9K-8.8%
SCOTIA CAPITAL INC.7,346-7,685$502.1K-$847.2K-51.1%
Empower Advisory Group, LLC7,876-7,265$538.4K-$820.8K-48.0%
Stratos Wealth Partners, LTD.15,577-5,235$1.1M-$803.4K-25.1%
TigerOak Management, L.L.C.36,432-143$2.5M-$792.8K-0.4%
Sowell Financial Services LLC33,490-805$2.3M-$789.3K-2.3%
Waverly Advisors, LLC32,813-958$2.2M-$788.5K-2.8%
Compass Ion Advisors, LLC33,282-743$2.3M-$779.3K-2.2%
Belpointe Asset Management LLC9,737-5,574$665.6K-$708.8K-36.4%
MONTAG A & ASSOCIATES INC7,565-5,930$517.1K-$694.3K-43.9%
McKinley Carter Wealth Services, Inc.32,1070$2.2M-$687.4K0.0%
NBC SECURITIES, INC.30,595-300$2.1M-$682.0K-1.0%
Finer Wealth Management, Inc.27,871-781$1.9M-$666.8K-2.7%
MCRAE CAPITAL MANAGEMENT INC30,9400$2.1M-$662.4K0.0%
Steward Partners Investment Advisory, LLC26,910-738$1.8M-$642.4K-2.7%
180 WEALTH ADVISORS, LLC10,879-4,484$743.7K-$635.4K-29.2%
Diligent Investors, LLC27,421-526$1.9M-$634.3K-1.9%
Prime Capital Investment Advisors, LLC12,863-3,919$879.3K-$627.2K-23.4%
CreativeOne Wealth, LLC12,998-3,802$888.5K-$619.6K-22.6%
MONETA GROUP INVESTMENT ADVISORS LLC19,070-2,352$1.3M-$619.4K-11.0%
SeaCrest Wealth Management, LLC19,335-1,248$1.4M-$619.2K-6.1%
CRA Financial Services, LLC22,305-1,548$1.5M-$616.5K-6.5%
STIFEL FINANCIAL CORP28,7920$2.0M-$616.4K0.0%
FWG Holdings, LLC8,775-4,956$573.6K-$616.3K-36.1%
NVWM, LLC8,009-4,846$547.5K-$606.5K-37.7%
Spire Wealth Management23,280-1,181$1.6M-$604.4K-4.8%
EPIQ PARTNERS, LLC24,100-950$1.6M-$601.3K-3.8%
INSIGNEO ADVISORY SERVICES, LLC11,633-3,809$795.2K-$591.0K-24.7%
CURA WEALTH ADVISORS, LLC27,3900$1.9M-$586.4K0.0%
Canton Hathaway, LLC27,2000$1.9M-$582.6K0.0%
Illumine Investment Management, LLC27,085-20$1.9M-$581.7K-0.1%
Arax Advisory Partners9,154-4,146$625.8K-$568.2K-31.2%
CHOREO, LLC22,564-774$1.5M-$546.4K-3.3%
FORTEM FINANCIAL GROUP, LLC24,6570$1.7M-$527.9K0.0%
SAPIENT CAPITAL LLC24,487-1$1.7M-$517.3K0.0%
Alamea Verwaltungs GmbH22,4460$1.5M-$512.9K0.0%
Jaffetilchin Investment Partners, LLC22,636-290$1.5M-$510.7K-1.3%
Abacus Planning Group, Inc.23,7380$1.6M-$508.2K0.0%
White Knight Strategic Wealth Advisors, LLC23,579-10$1.6M-$505.7K-0.0%
HBK Sorce Advisory LLC8,584-2,578$468.9K-$504.7K-23.1%
Soltis Investment Advisors LLC19,519-908$1.3M-$499.4K-4.4%
Quadcap Wealth Management, LLC22,9630$1.6M-$491.6K0.0%
Financial Management Professionals, Inc.22,417-125$1.5M-$491.2K-0.6%
MATAURO, LLC17,797-1,180$1.2M-$487.0K-6.2%
TRUE Private Wealth Advisors22,117-40$1.5M-$477.1K-0.2%
DOLIVER ADVISORS, LP9,143-2,973$625.0K-$462.6K-24.5%
HCR Wealth Advisors17,279-33$1.2M-$462.2K-0.2%
Joseph P. Lucia & Associates, LLC20,526-214$1.4M-$458.7K-1.0%
Exit Wealth Advisors, LLC.15,706-1,353$1.1M-$457.7K-7.9%
Independent Advisor Alliance11,851-2,236$810.1K-$454.5K-15.9%
STANSBERRY ASSET MANAGEMENT, LLC19,009-518$1.3M-$453.5K-2.6%
Berger Financial Group, Inc11,925-2,143$815.2K-$447.7K-15.2%
Summit Financial, LLC8,233-3,014$562.8K-$446.8K-26.8%
Pallas Capital Advisors LLC20,6150$1.4M-$441.4K0.0%
ANGELES WEALTH MANAGEMENT, LLC18,148-500$1.2M-$433.4K-2.7%
PINNACLE ASSOCIATES LTD11,461-2,055$783.5K-$429.9K-15.2%
Hobbs Group Advisors, LLC6,531-3,071$446.4K-$415.5K-32.0%
Almanack Investment Partners, LLC.19,0860$1.3M-$408.6K0.0%
FLAGSHIP HARBOR ADVISORS, LLC1,171-4,253$80.0K-$406.9K-78.4%
Milestone Asset Management Group, LLC17,294-394$1.2M-$405.7K-2.2%
Compagnie Lombard Odier SCmA6,050-3,000$413.6K-$398.8K-33.1%
AE Wealth Management LLC15,937-625$1.1M-$397.3K-3.8%
CHANNEL WEALTH LLC6,548-2,820$447.6K-$393.3K-30.1%
Prospera Financial Services Inc17,190-260$1.2M-$391.4K-1.5%
LEIGH BALDWIN & CO., LLC6,239-2,781$426.0K-$383.7K-30.8%
Miracle Mile Advisors, LLC6,642-2,674$454.0K-$382.3K-28.7%
RWA WEALTH PARTNERS, LLC17,318-110$1.2M-$380.7K-0.6%
Curran Financial Partners, LLC14,574-664$996.3K-$371.6K-4.3%
Aries Wealth Management13,720-825$937.9K-$367.8K-5.7%
PFG Investments, LLC11,171-1,412$763.6K-$365.9K-11.2%
Copia Wealth Management15,292-422$1.0M-$365.3K-2.7%
Mesirow Financial Investment Management, Inc.6,146-2,569$420.1K-$362.2K-29.5%
HUB Investment Partners, LLC16,247-139$1.1M-$360.3K-0.8%
VISTA FINANCE, LLC11,793-1,194$806.2K-$359.6K-9.2%
Savant Capital, LLC7,809-2,098$533.8K-$355.5K-21.2%
Coppell Advisory Solutions LLC10,467-1,340$718.1K-$341.3K-11.3%
CHILDRESS CAPITAL ADVISORS, LLC15,6140$1.1M-$334.3K0.0%
Geneos Wealth Management Inc.13,727-440$938.4K-$333.4K-3.1%
Three Magnolias Financial Advisors, LLC3,365-2,945$230.0K-$321.4K-46.7%
Midwest Trust Co14,7540$1.0M-$315.9K0.0%
RICHARDS, MERRILL & PETERSON, INC.8,698-1,431$594.6K-$314.7K-14.1%
Sound Income Strategies, LLC3,231-2,613$241.0K-$313.6K-44.7%
Wealthcare Advisory Partners LLC14,369-51$982.3K-$312.2K-0.3%
Pilgrim Partners Asia Pte Ltd14,5000$991.2K-$310.4K0.0%
ROTHSCHILD INVESTMENT LLC14,4900$990.5K-$310.2K0.0%
Mills Wealth Advisors LLC14,315-31$978.6K-$302.5K-0.2%
Malaga Cove Capital, LLC13,6590$933.7K-$292.4K0.0%
CHERRYDALE WEALTH MANAGEMENT, LLC13,5310$925.0K-$289.7K0.0%
DELTEC ASSET MANAGEMENT LLC13,2500$905.8K-$283.7K0.0%
BlackRock, Inc.13,2200$903.7K-$283.0K0.0%
Ancora Advisors LLC7,051-1,420$482.0K-$278.4K-16.8%
Wealth Alliance Advisory Group, LLC12,7440$871.2K-$272.8K0.0%
Aspen Grove Capital, LLC12,6550$865.1K-$270.9K0.0%
Blue Fin Capital, Inc.3,107-3,107$212.4K-$269.0K-50.0%
Brookwood Investment Group LLC5,749-1,608$393.0K-$267.4K-21.9%
Golden State Equity Partners7,990-1,022$546.2K-$262.8K-11.3%
Dakota Wealth Management11,922-9$815.0K-$256.1K-0.1%
Edge Financial Advisors LLC11,8200$808.0K-$253.1K0.0%
Plancorp, LLC11,7260$801.6K-$251.1K0.0%
HOWLAND CAPITAL MANAGEMENT LLC11,6000$793.0K-$248.4K0.0%
Valeo Financial Advisors, LLC7,876-872$538.4K-$246.9K-10.0%
Essex Financial Services, Inc.11,3190$773.8K-$242.3K0.0%
EARNED WEALTH ADVISORS, LLC10,894-73$744.7K-$239.8K-0.7%
Clearstead Advisors, LLC11,1750$763.9K-$239.3K0.0%
Schonfeld Strategic Advisors LLC6,348-1,148$433.9K-$239.0K-15.3%
Equitable Holdings, Inc.8,020-740$548.2K-$238.1K-8.4%
CARDIFF PARK ADVISORS, LLC4,200-1,600$287.1K-$233.6K-27.6%
IPG Investment Advisors LLC4,388-1,472$300.0K-$226.1K-25.1%
IRIDIAN ASSET MANAGEMENT LLC/CT10,5590$721.8K-$226.1K0.0%
FIDUCIARY FINANCIAL GROUP, LLC10,123-51$692.0K-$221.3K-0.5%
Sandbox Financial Partners, LLC4,464-1,400$305.2K-$221.3K-23.9%
Spectrum Planning & Advisory Services Inc.10,2890$703.4K-$220.3K0.0%
Chevy Chase Trust Holdings, LLC10,182-4$696.0K-$218.4K-0.0%
Keystone Global Partners, LLC10,1470$693.6K-$217.2K0.0%
STEPHEN J. GARRY & ASSOCIATES, LLC10,1160$691.5K-$216.6K0.0%
New Republic Capital, LLC10,0400$686.3K-$215.0K0.0%
Oxbow Advisors, LLC10,0000$683.6K-$214.1K0.0%
SIGNATUREFD, LLC9,9220$678.3K-$212.4K0.0%
Plante Moran Financial Advisors, LLC1,418-2,022$96.9K-$211.9K-58.8%
Dynamic Advisor Solutions LLC9,715-38$664.1K-$211.4K-0.4%
Wilmington Savings Fund Society, FSB9,8700$674.7K-$211.3K0.0%
Safeguard Investment Advisory Group, LLC5,190-1,102$354.8K-$210.0K-17.5%
Clearwater Capital Advisors, LLC9,7730$668.1K-$209.2K0.0%
Montz Harcus Wealth Management LLC9,7410$665.9K-$208.6K0.0%
United Advisor Group, LLC9,5160$650.5K-$203.7K0.0%
Firestone Capital Management5,234-1,000$357.8K-$201.8K-16.0%
Insight Advisors, LLC/ PA9,4180$643.8K-$201.6K0.0%
Catalina Capital Group, LLC8,225-275$562.3K-$200.8K-3.2%
Bulltick Wealth Management, LLC6,399-674$437.4K-$197.5K-9.5%
Bedell Frazier Investment Counselling, LLC8,142-230$556.6K-$195.0K-2.7%
MISSION WEALTH MANAGEMENT, LP8,773-36$599.7K-$191.1K-0.4%
Harvest Investment Services, LLC5,845-723$399.6K-$190.0K-11.0%
CLG LLC2,959-1,385$202.2K-$187.7K-31.9%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,645-1,087$385.9K-$185.2K-16.1%
Horrell Capital Management, Inc.8,567-6$585.6K-$184.0K-0.1%
MADDEN SECURITIES Corp8,5850$586.9K-$183.8K0.0%
AssuredPartners Investment Advisors, LLC8,5600$585.2K-$183.3K0.0%
Silicon Valley Capital Partners8,5000$581.1K-$182.0K0.0%
CIBC WORLD MARKET INC.5,609-687$383.4K-$181.8K-10.9%
Verdence Capital Advisors LLC7,524-187$514.3K-$180.3K-2.4%
Rathbones Group PLC8,3300$569.4K-$178.3K0.0%
Meixler Investment Management, Ltd.5,249-728$358.8K-$177.7K-12.2%
MAGNOLIA CAPITAL ADVISORS LLC8,2840$566.3K-$177.4K0.0%
EVERGREEN CAPITAL MANAGEMENT LLC8,2250$562.3K-$176.1K0.0%
Concurrent Investment Advisors, LLC7,065-215$482.9K-$170.6K-3.0%
Cypress Wealth Services, LLC7,9120$540.9K-$169.4K0.0%
Beaird Harris Wealth Management, LLC7,8610$537.4K-$168.3K0.0%
ABOUND FINANCIAL, LLC4,504-800$307.9K-$168.2K-15.1%
Legacy Wealth Managment, LLC/ID829-1,661$56.7K-$166.9K-66.7%
Williams Jones Wealth Management, LLC.7,7050$526.7K-$165.0K0.0%
TD Waterhouse Canada Inc.4,962-499$339.2K-$164.5K-9.1%
RVW Wealth, LLC6,872-187$469.8K-$163.9K-2.6%
Revolve Wealth Partners, LLC7,6420$522.4K-$163.6K0.0%
Strategic Advocates LLC1,115-1,557$76.5K-$163.4K-58.3%
HBW ADVISORY SERVICES LLC5,734-439$392.0K-$162.2K-7.1%
CORRECT CAPITAL WEALTH MANAGEMENT3,721-879$254.4K-$158.6K-19.1%
FLAGSTAR ADVISORS INC3,254-954$222.4K-$155.3K-22.7%
SevenBridge Financial Group, LLC13,8260$944.5K-$154.6K0.0%
Pettinga Financial Advisors LLC7,0790$483.9K-$151.6K0.0%
International Private Wealth Advisors LLC6,9500$475.1K-$148.8K0.0%
HRC WEALTH MANAGEMENT, LLC6,7240$459.7K-$144.0K0.0%
Foundation Wealth Management, LLC6,6470$454.4K-$142.3K0.0%
SouthState Corp5,945-118$406.4K-$137.9K-1.9%
Stephenson & Company, Inc.6,4000$437.5K-$137.0K0.0%
Affinity Capital Advisors, LLC5,125-5$350.3K-$136.6K-0.1%
Riverview Capital Advisers, LLC6,3730$435.7K-$136.4K0.0%
Heritage Family Offices, LLP6,3250$432.4K-$135.4K0.0%
GREAT VALLEY ADVISOR GROUP, INC.5,457-202$373.2K-$134.7K-3.6%
Evercore Wealth Management, LLC6,2500$427.3K-$133.8K0.0%
Destiny Wealth Partners, LLC5,856-70$400.0K-$132.0K-1.2%
Equita Financial Network, Inc.6,1570$420.9K-$131.8K0.0%
Lifeworks Advisors, LLC5,554-141$379.7K-$131.6K-2.5%
Americana Partners, LLC6,1240$418.6K-$131.1K0.0%
Trevian Wealth Management LLC6,1150$418.0K-$130.9K0.0%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC6,0730$415.2K-$130.0K0.0%
Coastal Bridge Advisors, LLC6,0550$413.9K-$129.6K0.0%
Triton Wealth Management, PLLC4,180-93$243.4K-$127.5K-2.2%
MRP Capital Investments, LLC7,6550$523.3K-$126.1K0.0%
CMG Global Holdings, LLC4,1920$239.9K-$125.8K0.0%
Ausdal Financial Partners, Inc.5,036-200$344.3K-$125.8K-3.8%
COMMERCE BANK4,311-300$294.7K-$119.2K-6.5%
Arlington Capital Management, Inc.4,301-292$294.0K-$118.3K-6.3%
Portfolio Strategies, Inc.5,4540$372.8K-$116.8K0.0%
CARRET ASSET MANAGEMENT, LLC5,4510$372.6K-$116.7K0.0%
Sunbelt Securities, Inc.5,4260$370.9K-$116.2K0.0%
Retirement Planning Co of New England, Inc.5,120-113$332.6K-$112.9K-2.1%
HOWE & RUSLING INC5,1760$353.8K-$110.8K0.0%
Advisor OS, LLC3,065-500$209.5K-$110.5K-14.0%
Capital Advisors Wealth Management, LLC2,983-511$203.9K-$109.7K-14.6%
SNS Financial Group, LLC5,1160$349.7K-$109.5K0.0%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC5,0500$345.2K-$108.1K0.0%
GRAYBILL WEALTH MANAGEMENT, LTD.5,0000$341.8K-$107.0K0.0%
ZEGA Investments, LLC5,0000$341.8K-$107.0K0.0%
Argent Trust Co4,8310$330.2K-$103.4K0.0%
Private Advisory Group LLC4,8130$329.0K-$103.0K0.0%
EQUITABLE TRUST CO4,8090$328.7K-$103.0K0.0%
RFG Advisory, LLC3,357-326$229.5K-$101.1K-8.8%
Rossby Financial, LCC4,2050$287.5K-$100.2K0.0%
DeDora Capital, Inc.4,057-147$277.3K-$100.1K-3.5%
Sterling Investment Counsel, LLC4,6650$318.9K-$99.9K0.0%
Joel Isaacson & Co., LLC4,6080$315.0K-$98.7K0.0%
Mill Creek Capital Advisors, LLC4,5880$313.6K-$98.2K0.0%
Edge Wealth Management LLC4,5380$310.2K-$97.2K0.0%
Inspire Advisors, LLC4,5200$309.0K-$96.8K0.0%
Modus Advisors, LLC3,131-318$214.0K-$95.6K-9.2%
Blackhawk Capital Partners LLC.4,4240$302.4K-$94.7K0.0%
OneDigital Investment Advisors LLC3,527-203$241.1K-$93.7K-5.4%
Parkside Financial Bank & Trust3,275-260$223.9K-$93.5K-7.3%
Stratos Wealth Advisors, LLC3,191-266$218.1K-$92.2K-7.7%
Clear Harbor Asset Management, LLC3,715-115$254.0K-$89.9K-3.0%
Mountain Capital Investment Advisors Inc.3,904-15$272.6K-$88.8K-0.4%
CENTRAL TRUST Co3,204-209$219.0K-$87.4K-6.1%
JEPPSON WEALTH MANAGEMENT, LLC4,0600$277.5K-$86.9K0.0%
Icon Wealth Advisors, LLC4,0460$276.6K-$86.6K0.0%
Level Financial Advisors4,0410$276.2K-$86.5K0.0%
Investmark Advisory Group LLC4,0380$276.0K-$86.5K0.0%
MA Private Wealth3,8370$262.3K-$82.2K0.0%
Zhang Financial LLC3,8190$261.1K-$81.8K0.0%
SageView Advisory Group, LLC3,8020$259.9K-$81.4K0.0%
SANDERS MORRIS HARRIS LLC3,7850$258.9K-$80.9K0.0%
Able Wealth Management LLC3,7740$258.0K-$80.8K0.0%
Trilogy Capital Inc.3,7500$256.4K-$80.3K0.0%
IAM Advisory, LLC3,7400$255.7K-$80.1K0.0%
Onyx Bridge Wealth Group LLC3,7290$254.9K-$79.8K0.0%
WorthPointe, LLC3,7220$254.4K-$79.7K0.0%
ROCKLAND TRUST CO3,7000$252.9K-$79.2K0.0%
NOVEM GROUP3,6880$252.1K-$79.0K0.0%
Sentry LLC3,6570$250.0K-$78.3K0.0%
DUDLEY CAPITAL MANAGEMENT, LLC3,6470$249.3K-$78.1K0.0%
SP Asset Management LLC3,6400$248.8K-$77.9K0.0%
OARSMAN CAPITAL, INC.3,503-20$239.5K-$76.8K-0.6%
Mainstream Capital Management LLC3,5380$241.9K-$75.7K0.0%
Sovereign Financial Group, Inc.3,4950$238.9K-$74.8K0.0%
Trek Financial, LLC3,3480$228.9K-$71.7K0.0%
Gateway Wealth Partners, LLC3,3400$228.3K-$71.5K0.0%
KLINGENSTEIN FIELDS & CO LP3,3210$227.0K-$71.1K0.0%
Avalon Trust Co3,3100$226.3K-$70.9K0.0%
Thrive Wealth Management, LLC3,2950$225.2K-$70.5K0.0%
Opal Wealth Advisors, LLC3,2850$224.6K-$70.3K0.0%
Pandora Wealth, Inc.1,600-400$109.4K-$70.2K-20.0%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV3,2640$223.1K-$69.9K0.0%
Avantax Planning Partners, Inc.3,2130$219.6K-$68.8K0.0%
TrueWealth Advisors, LLC3,1850$217.7K-$68.2K0.0%
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,1820$217.5K-$68.1K0.0%
Nadler Financial Group, Inc.3,1670$216.5K-$67.8K0.0%
Advance Capital Management, Inc.3,1640$216.3K-$67.7K0.0%
Madison Wealth Partners, Inc3,1480$215.2K-$67.4K0.0%
HHM Wealth Advisors, LLC3,1440$214.9K-$67.3K0.0%
BostonPremier Wealth LLC3,1060$212.3K-$66.5K0.0%
Cypress Capital Group3,0670$209.7K-$65.7K0.0%
Portfolio Design Labs, LLC3,0330$207.3K-$64.9K0.0%
Ascent Group, LLC3,0330$207.3K-$64.9K0.0%
Mayfair Advisory Group, LLC3,3000$231.5K-$64.8K0.0%
Miller Financial Services LLC2,9800$203.7K-$63.8K0.0%
COMERICA BANK2,9720$203.2K-$63.6K0.0%
NEW WAVE WEALTH ADVISORS LLC2,9690$203.0K-$63.6K0.0%
Crestwood Advisors Group, LLC2,9500$201.7K-$63.2K0.0%
RFP Financial Group LLC3,4940$238.8K-$61.7K0.0%
SOA Wealth Advisors, LLC.2,399-107$164.0K-$61.0K-4.3%
HIGHLINE WEALTH PARTNERS LLC2,168-161$148.2K-$60.9K-6.9%
HUNTINGTON NATIONAL BANK2,7770$189.8K-$59.5K0.0%
VSM Wealth Advisory, LLC327-1,639$22.4K-$54.7K-83.4%
KELLEHER FINANCIAL ADVISORS2,4670$168.6K-$52.8K0.0%
WHITTIER TRUST CO2,1840$157.7K-$52.8K0.0%
WELLS FARGO & COMPANY/MN2,2460$153.6K-$48.1K0.0%
Richardson Capital Management LLC2,1840$149.3K-$46.8K0.0%
UMB Bank, n.a.2,1450$146.6K-$45.9K0.0%
Glass Jacobson Investment Advisors llc2,0970$143.4K-$44.9K0.0%
Fairscale Capital, LLC2,0030$136.9K-$42.9K0.0%
Tidemark, LLC1,8960$129.6K-$40.6K0.0%
Smallwood Wealth Investment Management, LLC1,302-128$89.0K-$39.4K-8.9%
LFA - Lugano Financial Advisors SA1,8350$125.4K-$39.3K0.0%
Golden State Wealth Management, LLC980-200$67.0K-$38.9K-16.9%
Colonial Trust Advisors1,8100$123.7K-$38.8K0.0%
Nova Wealth Management, Inc.1,4500$99.1K-$31.0K0.0%
ORG Wealth Partners, LLC842-143$57.6K-$30.9K-14.5%
Jackson, Grant Investment Advisers, Inc.1,3870$94.8K-$29.7K0.0%
McIlrath & Eck, LLC1,3520$92.4K-$28.9K0.0%
EDMOND DE ROTHSCHILD HOLDING S.A.1,3000$88.9K-$27.8K0.0%
POM Investment Strategies, LLC1,2390$84.7K-$26.5K0.0%
JDM Financial Group LLC1,1830$80.9K-$25.3K0.0%
Investment Research & Advisory Group, Inc.1,2740$80.8K-$25.3K0.0%
HOLLENCREST CAPITAL MANAGEMENT125-250$8.5K-$25.1K-66.7%
TOMPKINS FINANCIAL CORP1,1410$78.0K-$24.4K0.0%
HARBOUR INVESTMENTS, INC.1,0670$72.9K-$22.8K0.0%
MTM Investment Management, LLC1,0490$71.7K-$22.5K0.0%
Dunhill Financial, LLC1,0060$68.8K-$21.5K0.0%
ATWOOD & PALMER INC9860$67.4K-$21.1K0.0%
BROWN BROTHERS HARRIMAN & CO9710$66.4K-$20.8K0.0%
AdvisorNet Financial, Inc9500$64.9K-$20.3K0.0%
Atlantic Union Bankshares Corp496-100$33.9K-$19.6K-16.8%
BFSG, LLC9100$62.2K-$19.5K0.0%
ST GERMAIN D J CO INC8330$56.9K-$17.8K0.0%
Triumph Capital Management7370$50.4K-$15.8K0.0%
WOLFF WIESE MAGANA LLC7230$49.4K-$15.5K0.0%
Redwood Park Advisors LLC7100$48.5K-$15.2K0.0%
Glen Eagle Advisors, LLC6770$46.3K-$14.5K0.0%
BOKF, NA6750$46.1K-$14.5K0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV6620$45.3K-$14.2K0.0%
Greenwich Wealth Management LLC635,001-1,896$40.3K-$12.7K-0.3%
Hurley Capital, LLC5170$35.3K-$11.1K0.0%
Cornerstone Planning Group LLC7780$54.0K-$10.8K0.0%
JNBA Financial Advisors5000$34.2K-$10.7K0.0%
Financial Perspectives, Inc353-32$24.1K-$10.4K-8.3%
DELTA ASSET MANAGEMENT LLC/TN4800$32.8K-$10.3K0.0%
TOTH FINANCIAL ADVISORY CORP4400$30.1K-$9.4K0.0%
EVERMAY WEALTH MANAGEMENT LLC166-64$11.3K-$9.3K-27.8%
Westfuller Advisors, LLC4270$29.2K-$9.1K0.0%
Dixon Mitchell Investment Counsel Inc.4250$29.1K-$9.1K0.0%
BARTLETT & CO. WEALTH MANAGEMENT LLC4150$28.4K-$8.9K0.0%
GPS Wealth Strategies Group, LLC346-14$23.7K-$8.7K-3.9%
Addison Advisors LLC4000$27.3K-$8.6K0.0%
Formidable Asset Management, LLC12,040-795$1.1M-$8.0K-6.2%
JFS WEALTH ADVISORS, LLC3590$24.5K-$7.7K0.0%
Global Wealth Strategies & Associates3580$24.5K-$7.7K0.0%
High Note Wealth, LLC3270$22.4K-$7.0K0.0%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH3260$22.3K-$7.0K0.0%
CVA Family Office, LLC26-66$1.8K-$6.5K-71.7%
OAKWORTH CAPITAL, INC.3000$20.5K-$6.4K0.0%
Cambridge Investment Research Advisors, Inc.259,925-8,653$17.8K-$6.3K-3.2%
Financially Speaking Inc2750$18.8K-$5.9K0.0%
Activest Wealth Management2700$18.5K-$5.8K0.0%
Tradewinds Capital Management, LLC2690$18.4K-$5.8K0.0%
Game Plan Financial Advisors, LLC50-50$3.4K-$5.6K-50.0%
HOEY INVESTMENTS, INC2500$17.1K-$5.4K0.0%
ORG Partners LLC70-40$4.8K-$5.1K-36.4%
Signature Resources Capital Management, LLC2360$16.1K-$5.1K0.0%
Carolina Wealth Advisors, LLC2350$16.1K-$5.0K0.0%
MassMutual Private Wealth & Trust, FSB2270$15.5K-$4.9K0.0%
ASSETMARK, INC173-11$11.8K-$4.7K-6.0%
GHP Investment Advisors, Inc.2100$14.4K-$4.5K0.0%
Westside Investment Management, Inc.2050$14.0K-$4.4K0.0%
Arlington Trust Co LLC2000$13.7K-$4.3K0.0%
Quest 10 Wealth Builders, Inc.1980$13.5K-$4.2K0.0%
Ameritas Investment Partners, Inc.1900$13.0K-$4.1K0.0%
Atlantic Edge Private Wealth Management, LLC1600$10.9K-$3.4K0.0%
Versant Capital Management, Inc1510$10.3K-$3.2K0.0%
Independence Bank of Kentucky1500$10.3K-$3.2K0.0%
BELLEVUE ASSET MANAGEMENT, LLC1450$9.9K-$3.1K0.0%
Financial Gravity Asset Management, Inc.1400$9.6K-$3.0K0.0%
AMERICAN NATIONAL BANK & TRUST1400$9.6K-$3.0K0.0%
Comprehensive Financial Planning, Inc./PA1290$8.8K-$2.8K0.0%
Abound Wealth Management1220$8.3K-$2.6K0.0%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1070$7.3K-$2.3K0.0%
N.E.W. Advisory Services LLC1040$7.1K-$2.2K0.0%
Missouri Trust & Investment Co1000$6.8K-$2.1K0.0%
Graney & King, LLC1000$6.8K-$2.1K0.0%
Colonial Trust Co / SC1000$6.8K-$2.1K0.0%
FIFTH THIRD BANCORP1000$6.8K-$2.1K0.0%
CALDWELL SUTTER CAPITAL, INC.1000$6.8K-$2.1K0.0%
BARRETT & COMPANY, INC.1000$6.8K-$2.1K0.0%
CITY HOLDING CO1000$6.8K-$2.1K0.0%
ARMSTRONG ADVISORY GROUP, INC1000$6.8K-$2.1K0.0%
Caitlin John, LLC870$5.9K-$1.9K0.0%
Cheviot Value Management, LLC830$5.8K-$1.6K0.0%
Gen-Wealth Partners Inc600$4.1K-$1.3K0.0%
THOMPSON INVESTMENT MANAGEMENT, INC.600$4.1K-$1.3K0.0%
Smithfield Trust Co56,1950$3.8K-$1.2K0.0%
Front Row Advisors LLC500$3.4K-$1.1K0.0%
Clayton Financial Group LLC500$3.4K-$1.1K0.0%
FINANCIAL CONSULATE, INC400$2.7K-$8560.0%
DiNuzzo Private Wealth, Inc.500$3.4K-$8320.0%
Friedenthal Financial330$2.3K-$7070.0%
HAGER INVESTMENT MANAGEMENT SERVICES, LLC270$1.8K-$5780.0%
Princeton Global Asset Management LLC250$1.7K-$5350.0%
TSFG, LLC24,592-25$1.7K-$529-0.1%
Coastline Trust Co220$1.5K-$4710.0%
PHILADELPHIA TRUST CO21,6200$1.5K-$4630.0%
PEAPACK GLADSTONE FINANCIAL CORP11,010-500$753-$280-4.3%
Kozak & Associates, Inc.1820$12.8K-$2480.0%
CHILTON CAPITAL MANAGEMENT LLC110$752-$2360.0%
Wealth Preservation Advisors, LLC110$752-$2350.0%
Kentucky Trust Co110$752-$2350.0%
Ritter Daniher Financial Advisory LLC / DE100$684-$2140.0%
ALBION FINANCIAL GROUP /UT100$684-$2140.0%
BESSEMER GROUP INC4,8360$331-$1030.0%
HANTZ FINANCIAL SERVICES, INC.3,420-1$234-$73-0.0%
ARCADIA INVESTMENT ADVISORS LLC10$69-$210.0%
Roble, Belko & Company, Inc710-28$49-$17-3.8%
Avion Wealth6760$46-$140.0%
Ulland Investment Advisors, LLC5000$34-$110.0%
Pacific Center for Financial Services4750$42.6K$00.0%

Sold Out(138)

ManagerSharesΔ SharesValueΔ Value% Δ
IMC-Chicago, LLC0-208,201$0-$18.7M
Jump Financial, LLC0-129,212$0-$11.6M
WOLVERINE TRADING, LLC0-113,352$0-$10.2M
TB Alternative Assets Ltd.0-85,657$0-$7.7M
Consolidated Portfolio Review Corp0-72,812$0-$6.5M
Watts Gwilliam & Co., LLC0-40,000$0-$3.6M
CIBC Bancorp USA Inc.0-31,824$0-$2.9M
Ribbit Management Company, LLC0-29,309$0-$2.6M
Prosperity Wealth Management, Inc.0-26,088$0-$2.3M
Summit Trail Advisors, LLC0-23,545$0-$2.1M
SYNOVUS FINANCIAL CORP0-20,372$0-$1.8M
Cynosure Group, LLC0-20,079$0-$1.8M
Bellwether Advisors, LLC0-17,609$0-$1.6M
Runnymede Capital Advisors, Inc.0-12,608$0-$1.1M
MATRIX PRIVATE CAPITAL GROUP LLC0-11,575$0-$1.0M
Synergy Asset Management, LLC0-11,678$0-$1.0M
BEAM WEALTH ADVISORS, INC.0-10,807$0-$970.1K
Strategic Wealth Partners, Ltd.0-8,834$0-$793.0K
PBMares Wealth Management LLC0-7,315$0-$656.7K
PRINCETON CAPITAL MANAGEMENT LLC0-7,223$0-$648.4K
Bison Wealth, LLC0-7,625$0-$636.7K
NCM Capital Management, LLC0-6,923$0-$621.5K
Sassicaia Capital Advisers LLC0-6,000$0-$538.6K
OneAscent Financial Services LLC0-5,931$0-$532.4K
Qube Research & Technologies Ltd0-5,694$0-$511.1K
Prairie Wealth Advisors, Inc.0-21,953$1.5M-$442.7K
Plan A Wealth LLC0-5,014$0-$437.7K
RAHLFS CAPITAL, LLC0-4,870$0-$437.2K
Ciovacco Capital Management LLC0-7,748$0-$392.3K
Focus Partners Advisor Solutions, LLC0-4,416$0-$380.7K
Clare Market Investments LLC0-4,179$0-$375.1K
MARSHALL & SULLIVAN INC /WA/0-4,040$0-$362.7K
Adalta Capital Management LLC0-4,035$0-$362.2K
Laidlaw Wealth Management LLC0-3,695$0-$331.7K
L.M. KOHN & COMPANY0-3,660$0-$328.6K
Objective Capital Management, LLC0-3,400$0-$305.2K
Lion Street Advisors, LLC0-5,994$0-$297.8K
MJP ASSOCIATES INC /ADV0-3,310$0-$297.1K
Laird Norton Wetherby Wealth Management, LLC0-3,210$0-$288.2K
Moloney Securities Asset Management, LLC0-3,115$0-$279.6K
Centric Wealth Management0-3,119$0-$268.3K
Meridian Financial Partners LLC0-2,737$0-$264.9K
First Heartland Consultants, Inc.0-2,924$0-$262.5K
Horizon Wealth Management, LLC0-2,921$0-$262.2K
Fermata Advisors, LLC0-2,907$0-$261.0K
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC0-2,905$0-$260.8K
Glenmede Investment Management, LP0-2,900$0-$260.3K
SWP FINANCIAL LLC0-2,895$0-$259.9K
MWA Asset Management0-2,877$0-$258.3K
Sound View Wealth Advisors Group, LLC0-2,870$0-$257.6K
Gilman Hill Asset Management, LLC0-2,764$0-$248.1K
HENGEHOLD CAPITAL MANAGEMENT LLC0-2,714$0-$243.6K
PARAGON FINANCIAL PARTNERS, INC.0-2,710$0-$243.3K
KMG FIDUCIARY PARTNERS, LLC0-2,699$0-$242.3K
CWA Asset Management Group, LLC0-2,697$0-$242.1K
Tactive Advisors, LLC0-2,670$0-$239.7K
Summit Asset Management, LLC0-2,665$0-$239.2K
VESTIA PERSONAL WEALTH ADVISORS0-2,651$0-$238.0K
Gladstone Institutional Advisory LLC0-2,650$0-$237.9K
Cooksen Wealth, LLC0-2,646$0-$237.5K
Cornerstone Advisory, LLC0-2,643$0-$237.3K
Purkiss Capital Advisors LLC0-2,643$0-$237.3K
Oxinas Partners Wealth Management LLC0-2,630$0-$236.1K
TCFG WEALTH MANAGEMENT, LLC0-2,621$0-$235.3K
25 LLC0-2,613$0-$234.6K
Boomfish Wealth Group, LLC0-2,608$0-$234.1K
KENNICOTT CAPITAL MANAGEMENT LLC0-2,601$0-$233.5K
BNC WEALTH MANAGEMENT, LLC0-2,600$0-$233.4K
Gerber Kawasaki Wealth & Investment Management0-2,570$0-$230.7K
Strive Asset Management, LLC0-2,565$0-$230.3K
SEAVIEW INVESTMENT MANAGERS LLC0-2,548$0-$228.7K
OPTIMUM INVESTMENT ADVISORS0-2,548$0-$228.7K
Forum Financial Management, LP0-2,546$0-$228.6K
Amplius Wealth Advisors, LLC0-2,536$0-$227.7K
ALEXANDER LABRUNERIE & CO., INC.0-2,510$0-$225.3K
Modera Wealth Management, LLC0-2,508$0-$225.1K
Clarity Financial LLC0-2,502$0-$224.6K
MCDONALD PARTNERS LLC0-2,500$0-$224.4K
apricus wealth, LLC0-2,500$0-$224.4K
Perennial Investment Advisors, LLC0-2,497$0-$224.2K
W.G. Shaheen & Associates DBA Whitney & Co0-2,495$0-$224.0K
Perfromance Wealth Partners, LLC0-2,472$0-$221.9K
WASHINGTON GROWTH STRATEGIES LLC0-2,457$0-$220.6K
Forefront Wealth Partners, LLC0-2,425$0-$217.7K
RMR Wealth Builders0-2,400$0-$215.4K
Ironwood Financial, llc0-2,394$0-$214.9K
MANCHESTER FINANCIAL INC0-2,391$0-$214.6K
Christensen, King & Associates Investment Services, Inc.0-2,367$0-$212.5K
NovaPoint Capital, LLC0-2,360$0-$211.9K
Genesee Capital Advisors, LLC0-2,355$0-$211.4K
Freedom Day Solutions, LLC0-2,350$0-$211.0K
Crumly & Associates Inc.0-2,331$0-$209.3K
ALTERNA WEALTH MANAGEMENT, INC0-2,321$0-$208.4K
Samalin Investment Counsel, LLC0-2,320$0-$208.3K
Williams Financial, LLC0-2,307$0-$207.1K
Johnson & White Wealth Management, LLC0-2,296$0-$206.1K
OLD NATIONAL BANCORP /IN/0-2,287$0-$205.3K
LAZARI CAPITAL MANAGEMENT, INC.0-2,275$0-$204.2K
MML INVESTORS SERVICES, LLC0-2,270$0-$203.8K
United Capital Management of KS, Inc.0-2,250$0-$202.0K
Atlas Brown,Inc.0-2,250$0-$202.0K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC0-2,250$0-$202.0K
Peregrine Asset Advisers, Inc.0-2,233$0-$200.5K
SALEM INVESTMENT COUNSELORS INC0-1,773$0-$159.2K
Pathway Financial Advisers, LLC0-1,589$0-$142.6K
Manchester Capital Management LLC0-980$0-$88.0K
Creekmur Asset Management LLC0-978$0-$87.8K
CROWLEY WEALTH MANAGEMENT, INC.0-840$0-$75.4K
Abich Financial Wealth Management LLC0-722$0-$64.8K
Strengthening Families & Communities, LLC0-372$0-$33.4K
LRI Investments, LLC0-267$0-$24.0K
Financial Life Planners0-244$0-$21.9K
Davidson Capital Management Inc.0-208$0-$18.7K
FWL INVESTMENT MANAGEMENT, LLC0-150$0-$13.5K
Premier Financial Group0-149$0-$13.3K
Tortoise Investment Management, LLC0-123$0-$11.0K
Kathleen S. Wright Associates Inc.0-110$0-$9.9K
MMA ASSET MANAGEMENT LLC0-106$0-$9.5K
WFA Asset Management Corp0-182$0-$9.2K
Concord Wealth Partners0-100$0-$9.0K
Guerra Advisors Inc0-99$0-$8.9K
IMG Wealth Management, Inc.0-75$0-$6.7K
Darwin Wealth Management, LLC0-65$0-$5.8K
St. Johns Investment Management Company, LLC0-54$0-$4.8K
FSA Wealth Management LLC0-56$0-$4.7K
S&T Bank/PA0-30$0-$2.7K
Creative Capital Management Investments LLC0-28$0-$2.5K
SIMPLEX TRADING, LLC0-19,144$0-$1.7K
STEVENS CAPITAL MANAGEMENT LP0-13,520$0-$1.2K
Tower Research Capital LLC (TRC)0-13$0-$1.2K
SlateStone Wealth, LLC0-3,000$0-$269
Redwood Investment Management, LLC0-2,568$0-$231
HERITAGE INVESTORS MANAGEMENT CORP0-2,400$0-$215
TEALWOOD ASSET MANAGEMENT INC0-2,303$0-$207
JPL Wealth Management, LLC0-2$0-$180
Capital Analysts, LLC0-192$0-$17
CX Institutional0-14$0-$1
Cloud Capital Management, LLC0-2$0$0