iShares Silver TrustSLVETF

13F holders, Q4 2024 (December 31)
936holders +21
68new positions
105sold out
4famous investors
$26.36avg. 13F price*

At the end of Q4 2024, 936 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, up 21 from Q3 2024. 68 opened new positions and 105 sold out. The largest holders were Jane Street Group, LLC ($598.8M), Morgan Stanley ($522.8M) and UBS Group AG ($281.7M). 4 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Francois Rochon (0.0% of Giverny Capital's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Silver Trust
CUSIP
46428Q109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 788Q1 2024Q2 2024: 871Q2 2024Q3 2024: 915Q3 2024Q4 2024: 936Q4 2024Q1 2025: 1,012Q1 2025Q2 2025: 1,078Q2 2025Q3 2025: 1,212Q3 2025Q4 2025: 1,532Q4 2025Q1 2026: 1,568Q1 2026Q2 2026: 1,426Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions68$89.2M
Exits105$235.8M

All 13F filers, Q3 2024 → Q4 2024: 45,076,754 shares bought and 19,472,189 shares sold, net +25,604,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 936 holders

Jane Street Group, LLC 0.97% Add +222.2% 22,740,867 $598.8M
Morgan Stanley 0.04% Add +58.4% 19,855,535 $522.8M
UBS Group AG 0.06% Add +18.9% 10,696,979 $281.7M
Bank of America Corp. 0.02% Add +11.8% 9,429,752 $248.3M
LPL Financial LLC 0.07% Add +22.1% 6,869,717 $180.9M
CTC LLC 14.16% Reduce -28.0% 5,330,451 $140.4M
Wells Fargo & Company 0.03% Reduce -3.3% 4,784,483 $126.0M
Toronto Dominion Bank 0.23% Add +86.6% 4,262,493 $121.1M
Millennium Management 0.08% Add +1811.0% 3,427,884 $90.3M
SG Americas Securities, LLC 0.31% Add +85.0% 2,704,391 $71.2M
National Bank of Canada 0.09% Add +246.9% 2,512,621 $66.2M
Raymond James Financial Inc. 0.02% — 2,176,323 $57.3M
Commonwealth Equity Services, LLC 0.07% Add +3.4% 1,939,706 $51.1M
Meitav Investment House Ltd. 0.76% No change 1,720,000 $45.3M
Royal Bank of Canada 0.01% Reduce -14.2% 1,545,864 $40.7M
HighTower Advisors, LLC 0.05% Add +0.6% 1,514,358 $39.9M
Bank of Nova Scotia 0.05% Add +560.6% 1,180,797 $31.1M
Ameriprise Financial Inc. 0.01% Reduce -19.0% 1,147,387 $30.2M
Ion Asset Management Ltd. 1.76% Add +3.4% 1,112,600 $29.3M
Goldman Sachs Group Inc. 0.01% Reduce -42.2% 1,046,781 $27.6M
Bleakley Financial Group, LLC 0.82% Reduce -3.4% 1,037,488 $27.3M
Cetera Investment Advisers 0.06% Add +1.0% 1,028,433 $27.1M
Envestnet Asset Management Inc. 0.01% Reduce -28.9% 1,008,527 $26.6M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -1.4% 970,618 $25.6M
Osaic Holdings, Inc. 0.05% Reduce -0.2% 912,655 $24.0M
JPMorgan Chase & Co. 0.00% Add +30.4% 890,258 $23.4M
Marshall Wace, LLP 0.03% Add +46.1% 850,823 $22.4M
Susquehanna International Group, LLP 0.03% New 847,908 $22.3M
Corecam Pte. Ltd. 11.24% Add +8.7% 787,700 $20.7M
Mackenzie Financial Corp. 0.03% Add +62.1% 785,188 $20.7M
Bank of New York Mellon Corp 0.00% Add +29.8% 760,146 $20.0M
RIA Advisory Group LLC 6.80% Add +3.8% 759,218 $20.0M
Baird Financial Group, Inc. 0.04% Reduce -1.1% 750,572 $19.8M
Cercano Management LLC 0.50% Add +36.0% 745,323 $19.6M
Money Design Co.,Ltd. 1.00% Reduce -10.7% 734,733 $19.4M
Richard C. Young & CO., LTD. 2.07% Reduce -1.5% 723,218 $19.0M
Janney Montgomery Scott LLC 0.05% Reduce -1.4% 721,538 $19.0M
Stifel Financial Corp. 0.02% Reduce -15.5% 656,678 $17.3M
Cadence Wealth Management LLC 10.86% Reduce -18.1% 622,745 $16.4M
Kestra Advisory Services, LLC 0.09% Add +27.9% 596,039 $15.7M
Marex Group Ltd 0.26% Add +862.5% 589,962 $15.5M
Twin Tree Management, LP 0.38% New 589,602 $15.5M
Foundations Investment Advisors, LLC 0.26% Add +22.9% 505,855 $13.3M
Faithward Advisors, LLC 2.22% Add +0.1% 495,902 $13.1M
Verition Fund Management LLC 0.07% Add +123.5% 492,097 $13.0M
Cibc World Markets Corp. 0.08% Add +5.0% 490,100 $12.9M
TSP Capital Management Group, LLC 4.23% Reduce -0.7% 472,580 $12.4M
Debussy Capital Management LP 1.85% New 440,051 $12.1M
AMG National Trust Bank 0.32% Add +0.4% 439,779 $11.6M
Teacher Retirement System of Texas 0.04% No change 440,000 $11.6M
Private Advisor Group, LLC 0.06% Add +12.3% 426,171 $11.2M
Carrera Capital Advisors 2.60% Reduce -0.7% 421,642 $11.1M
Northeast Planning Associates, Inc. / NH / 11.42% — 419,050 $11.0M
Insigneo Advisory Services, LLC 1.08% Add +14.3% 397,160 $10.5M
MML Investors Services, LLC 0.04% Reduce -48.9% 391,419 $10.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Reduce -2.6% 390,112 $9.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +14.3% 357,114 $9.4M
NewEdge Advisors, LLC 0.06% Add +11.3% 348,489 $9.2M
Truist Financial Corp. 0.01% Add +3.1% 336,402 $8.9M
Oxbow Advisors, LLC 1.05% Add +0.7% 329,429 $8.7M
Cerity Partners LLC 0.02% Add +23.7% 298,668 $7.9M
Citigroup Inc. 0.01% Add +29.9% 298,464 $7.9M
Barclays PLC 0.00% Add +135.7% 297,131 $7.8M
Cresset Asset Management, LLC 0.04% Reduce -0.6% 290,812 $7.7M
Trek Financial, LLC 0.54% Reduce -25.0% 274,039 $7.2M
Atria Wealth Solutions, Inc. 0.08% Reduce -29.7% 268,497 $7.1M
China Universal Asset Management Co., Ltd. 0.66% Add +44.5% 266,400 $7.0M
Sprott Inc. 0.46% Add +2.5% 260,594 $6.9M
Steward Partners Investment Advisory, LLC 0.06% Add +9.7% 242,443 $6.4M
Proficio Capital Partners LLC 0.50% Reduce -10.2% 233,360 $6.1M
BNP Paribas Financial Markets 0.00% Add +32.0% 233,054 $6.1M
Innovative Advisory Group, LLC 5.45% — 232,359 $6.1M
Clark Capital Management Group, Inc. 0.04% Add +5.0% 230,366 $6.1M
ARS Wealth Advisors Group, LLC 0.83% Add +1.7% 228,274 $6.0M
Oppenheimer & Co. Inc. 0.09% Add +12.8% 223,009 $5.9M
Ariadne Wealth Management, LP 2.44% No change 182,300 $5.3M
B&D White Capital Company, LLC 0.89% New 200,161 $5.3M
LMR Partners LLP 0.12% Add +300.0% 200,000 $5.3M
IHT Wealth Management, LLC 0.17% Add +1.4% 196,967 $5.2M
Augustine Asset Management Inc. 1.35% Reduce -0.0% 195,315 $5.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 195,062 $5.1M
Guidance Capital, Inc. 1.56% Reduce -1.9% 182,424 $5.1M
Meridian Wealth Management, LLC 0.24% Add +7.7% 191,273 $5.0M
Bank of Montreal 0.00% Reduce -90.0% 189,788 $5.0M
Mariner, LLC 0.01% Add +7.9% 187,943 $4.9M
Prospera Financial Services Inc 0.11% Reduce -57.2% 187,419 $4.9M
Captrust Financial Advisors 0.01% Add +2.4% 186,712 $4.9M
MY Wealth Management Inc. 4.89% Reduce -34.8% 186,118 $4.9M
Arkadios Wealth Advisors 0.27% Reduce -5.5% 185,583 $4.9M
NTV Asset Management LLC 0.63% Add +0.8% 182,678 $4.8M
Rockefeller Capital Management L.P. 0.01% Add +33.3% 181,978 $4.8M
Ramiah Investment Group 4.25% Reduce -13.4% 177,047 $4.7M
Maplelane Capital, LLC 0.50% Reduce -39.4% 175,840 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.8% 175,184 $4.6M
Bedell Frazier Investment Counselling, LLC 1.11% Reduce -11.8% 170,412 $4.5M
Arnhold LLC 0.44% Reduce -39.3% 169,060 $4.5M
Nations Financial Group Inc, /Ia/ 0.32% Add +0.3% 167,793 $4.4M
Beacon Pointe Advisors, LLC 0.05% Add +4.0% 166,925 $4.4M
Walleye Trading LLC 0.09% Reduce -66.1% 166,587 $4.4M
Keel Point, LLC 0.35% Add +11.9% 165,892 $4.4M
Cwm, LLC 0.02% Add +41.6% 165,171 $4.3M
DAVENPORT & Co LLC 0.03% Reduce -11.1% 165,164 $4.3M
Advisory Services Network, LLC 0.08% Add +16.0% 163,159 $4.3M
Creative Planning 0.00% Add +0.5% 162,463 $4.3M
Citadel Advisors 0.00% Reduce -70.4% 154,914 $4.1M
Synovus Financial Corp. 0.05% Reduce -30.5% 154,295 $4.1M
Ameritas Advisory Services, LLC 0.14% Add +75.2% 152,792 $4.0M
Eagle Strategies LLC 0.68% Add +1.1% 150,208 $4.0M
Wealthfront Advisers LLC 0.01% Add +12.3% 149,438 $3.9M
Agp Franklin, LLC 2.35% — 146,496 $3.9M
Krilogy Financial LLC 0.26% Add +17.2% 145,582 $3.8M
DCF Advisers, LLC 1.93% Reduce -3.0% 145,000 $3.8M
Stratos Wealth Advisors, LLC 0.18% Reduce -0.1% 140,987 $3.7M
Stratos Wealth Partners, LTD. 0.05% Reduce -1.4% 140,158 $3.7M
Jones Financial Companies LLLP 0.00% Add +59.0% 139,361 $3.7M
Financial Advocates Investment Management 0.21% Reduce -6.9% 137,327 $3.6M
Nwam LLC 0.21% Reduce -1.2% 129,291 $3.4M
Fifth Third Securities, Inc. 0.29% Reduce -23.9% 128,759 $3.4M
SBI Securities Co., Ltd. 0.10% — 127,528 $3.4M
Arkos Global Advisors 0.49% Add +0.0% 126,805 $3.3M
Independent Financial Group, LLC 0.11% Add +6.5% 126,424 $3.3M
Stephens Inc. 0.05% Reduce -0.0% 125,231 $3.3M
Banco BTG Pactual S.A. 0.75% Add +0.3% 119,560 $3.2M
NWF Advisory Services Inc. 0.46% Add +6.5% 119,663 $3.2M
Seven Post Investment Office LP 1.20% Reduce -50.0% 119,501 $3.1M
D.A. Davidson & Co. 0.03% Add +1.2% 117,820 $3.1M
Harvest Investment Services, LLC 0.75% Add +355.6% 116,135 $3.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -6.1% 115,400 $3.1M
Mutual Advisors, LLC 0.09% Add +0.4% 108,803 $3.1M
US Bancorp \de 0.00% Add +16.6% 115,527 $3.0M
Proactive Wealth Strategies LLC 1.57% Add +43.1% 114,146 $3.0M
Kiker Wealth Management, LLC 2.43% — 114,036 $3.0M
Sigma Planning Corp 0.09% Add +2.4% 113,877 $3.0M
Evoke Wealth, LLC 0.08% Add +13.9% 113,108 $3.0M
Consolidated Portfolio Review Corp 0.47% Add +1208.2% 113,068 $3.0M
Canton Hathaway, LLC 0.74% Reduce -2.7% 112,713 $3.0M
Thomist Capital Management, LP 0.95% New 112,200 $3.0M
Independent Advisor Alliance 0.04% Add +2.1% 112,390 $3.0M
Townsquare Capital LLC 0.03% Reduce -13.9% 112,225 $3.0M
CWA Asset Management Group, LLC 0.15% Reduce -1.5% 111,235 $2.9M
Members Advisory Group LLC 1.18% New 109,227 $2.9M
Focus Partners Wealth 0.01% Add +7.5% 109,081 $2.9M
Pettinga Financial Advisors LLC 0.64% Reduce -0.6% 108,219 $2.8M
Parallax Volatility Advisers, L.P. 0.07% New 107,213 $2.8M
Vontobel Holding Ltd. 0.01% Add +70.3% 104,541 $2.8M
Milestone Asset Management, LLC 0.60% Add +18.2% 103,399 $2.7M
Private Wealth Advisors, LLC 1.18% Add +0.2% 103,107 $2.7M
WESCAP Management Group, Inc. 0.64% Add +24.5% 100,890 $2.7M
Encompass More Asset Management 0.87% Add +46.7% 100,441 $2.6M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.07% New 100,000 $2.6M
Axxcess Wealth Management, LLC 0.06% Add +16.4% 99,557 $2.6M
U.S. Capital Wealth Advisors, LLC 0.08% Add +279.0% 98,809 $2.6M
Sowell Financial Services LLC 0.14% Add +34.6% 97,690 $2.6M
Cibc World Market Inc. 0.01% Add +51.8% 96,944 $2.6M
Deltec Asset Management LLC 0.50% Add +19.2% 96,540 $2.5M
Jamison Private Wealth Management, Inc. 0.37% Add +8580.7% 95,488 $2.5M
Robinson Value Management, Ltd. 1.64% Reduce -0.4% 94,303 $2.5M
Transform Wealth, LLC 0.14% New 93,545 $2.5M
Fifth Third Bancorp 0.01% Add +13.3% 93,421 $2.5M
Boston Financial Mangement LLC 0.07% Add +2.2% 92,998 $2.4M
CENTRAL TRUST Co 0.06% Reduce -3.2% 92,430 $2.4M
Principia Wealth Advisory, LLC 2.28% — 92,195 $2.4M
New York Life Investment Management LLC 0.02% New 92,188 $2.4M
Evanson Asset Management, LLC 0.17% No change 91,753 $2.4M
Independent Wealth Network Inc. 0.97% Add +5.4% 90,516 $2.4M
AE Wealth Management LLC 0.02% Reduce -23.8% 90,053 $2.4M
Brookstone Capital Management 0.03% Add +0.3% 89,365 $2.4M
Cacti Asset Management LLC 0.18% No change 88,600 $2.3M
Centaurus Financial, Inc. 0.14% Add +116.4% 88,312 $2.3M
Bfsg, LLC 0.27% Reduce -1.9% 88,244 $2.3M
Avantax Advisory Services, Inc. 0.01% Add +9.1% 88,192 $2.3M
Integrated Wealth Concepts LLC 0.03% Reduce -1.6% 87,066 $2.3M
RoundAngle Advisors LLC 2.17% — 86,596 $2.3M
&partners 0.03% Add +121.8% 83,993 $2.3M
IFG Advisory, LLC 0.13% Reduce -2.5% 85,912 $2.3M
Smith, Moore & Co. 0.20% Reduce -0.2% 84,896 $2.2M
Sovran Advisors, LLC 0.32% — 82,094 $2.2M
Chesley Taft & Associates LLC 0.10% Add +25.3% 84,300 $2.2M
Pine Valley Investments Ltd Liability Co 0.14% Add +0.2% 84,049 $2.2M
Chelsea Counsel Co. 1.14% No change 84,000 $2.2M
Allworth Financial LP 0.01% Add +78.3% 78,597 $2.2M
Equitable Holdings, Inc. 0.02% Reduce -2.3% 83,664 $2.2M
Empirical Asset Management, LLC 0.73% Add +1.0% 83,283 $2.2M
EP Wealth Advisors, LLC 0.02% Add +0.7% 81,790 $2.2M
CI Investments Inc. 0.01% No change 81,000 $2.1M
Cadent Capital Advisors, LLC 0.74% Reduce -12.4% 80,806 $2.1M
Williams & Novak, LLC 2.05% Reduce -0.7% 80,759 $2.1M
Knoll Capital Management, LLC 1.36% No change 80,000 $2.1M
CIBC Private Wealth Group LLC 0.00% Add +6.1% 76,753 $2.1M
Dorsey Wright & Associates 0.50% Reduce -1.9% 79,635 $2.1M
Caitlin John, LLC 1.42% Reduce -13.8% 79,608 $2.1M
Harbour Investments, Inc. 0.06% Add +1.7% 76,514 $2.0M
Wealthcare Advisory Partners LLC 0.06% Add +10.5% 75,202 $2.0M
683 Capital Management, LLC 0.22% Add +25.0% 75,000 $2.0M
Global Retirement Partners, LLC 0.06% Reduce -3.7% 74,630 $2.0M
PGIM Custom Harvest LLC 0.04% Add +0.3% 73,855 $1.9M
Apollon Wealth Management, LLC 0.04% Add +29.4% 72,746 $1.9M
Mercer Global Advisors Inc. 0.00% Reduce -9.4% 75,198 $1.9M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -10.1% 70,286 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -10.2% 67,123 $1.8M
Leavell Investment Management, Inc. 0.09% Add +1.9% 68,822 $1.8M
Jackson Hole Capital Partners, LLC 0.36% Add +21.5% 67,729 $1.8M
World Investment Advisors 0.05% Add +58.8% 67,196 $1.8M
Glenmede Trust Co. NA 0.01% Reduce -4.9% 66,762 $1.8M
Arvest Investments, Inc. 0.28% Reduce -3.7% 66,311 $1.7M
Laidlaw Wealth Management LLC 0.75% Add +4.1% 65,484 $1.7M
Avior Wealth Management, LLC 0.06% Add +8.6% 64,467 $1.7M
Comerica Bank 0.01% Reduce -12.4% 64,125 $1.7M
Simmons Bank 0.12% Reduce -13.2% 63,628 $1.7M
Pallas Capital Advisors LLC 0.07% Reduce -0.5% 63,450 $1.7M
Intellectus Partners, LLC 0.37% Reduce -1.2% 63,385 $1.7M
Dynamic Advisor Solutions LLC 0.07% Reduce -0.8% 62,443 $1.6M
Wilmar Advisors LLC 1.51% — 62,000 $1.6M
GK Wealth Management LLC 2.07% — 61,926 $1.6M
IMG Wealth Management, Inc. 1.51% — 61,850 $1.6M
Sugar Maple Asset Management, LLC 1.23% Add +60.9% 61,464 $1.6M
Fielder Capital Group LLC 0.50% Add +10.3% 61,241 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +34.8% 60,902 $1.6M
Southeast Asset Advisors, LLC 0.20% No change 60,748 $1.6M
Capital Asset Advisory Services LLC 0.08% Add +1.5% 58,923 $1.6M
Financial Counselors Inc. 0.02% Add +0.3% 60,373 $1.6M
Inspire Trust Co, N.A. 0.40% Add +5.9% 60,000 $1.6M
Associated Banc-Corp 0.05% Reduce -1.5% 59,646 $1.6M
Sapient Capital LLC 0.03% No change 59,211 $1.6M
Arete Wealth Advisors, LLC 0.11% Add +2.0% 58,653 $1.5M
HSBC Holdings PLC 0.00% Add +21.9% 58,500 $1.5M
Fox Hill Wealth Management 0.87% Reduce -0.9% 58,356 $1.5M
Financial Sense Advisors, Inc. 0.51% Reduce -85.5% 58,217 $1.5M
Wellington Shields Capital Management, LLC 0.27% Add +392.9% 285,997 $1.5M
Snowden Capital Advisors LLC 0.05% Add +10.0% 57,790 $1.5M
Guggenheim Capital LLC 0.01% Reduce -24.5% 57,642 $1.5M
James Investment Research, Inc. 0.18% Add +4.6% 57,401 $1.5M
Regions Financial Corp. 0.01% Add +7.0% 57,302 $1.5M
Wolverine Trading, LLC 0.03% New 56,861 $1.5M
Norris Financial Group, LLC 0.70% Reduce -10.3% 56,769 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -71.3% 56,426 $1.5M
J.W. Cole Advisors, Inc. 0.06% Reduce -12.4% 55,593 $1.5M
Centennial Wealth Advisory LLC 0.57% Add +0.3% 54,878 $1.4M
Cypress Capital Group 0.18% Add +32.1% 54,365 $1.4M
Pekin Hardy Strauss, Inc. 0.18% Add +9.3% 54,265 $1.4M
Blue Trust, Inc. 0.02% Add +0.2% 54,245 $1.4M
Kingsview Wealth Management, LLC 0.03% Reduce -7.9% 54,044 $1.4M
Scotia Capital Inc. 0.01% Reduce -2.0% 53,330 $1.4M
Wedbush Securities Inc. 0.05% Reduce -0.7% 51,924 $1.4M
Silver Oak Securities, Incorporated 0.13% Reduce -2.2% 50,917 $1.3M
WMS Partners, LLC 0.07% Reduce -0.4% 50,740 $1.3M
Flagship Harbor Advisors, LLC 0.07% Add +11.9% 50,617 $1.3M
Lombard Odier Asset Management (USA) Corp 0.58% New 50,568 $1.3M
Cornerstone Wealth Management, LLC 0.09% Add +31.6% 49,900 $1.3M
GFS Advisors, LLC 0.20% Reduce -6.2% 49,625 $1.3M
Main Street Financial Solutions, LLC 0.13% Reduce -2.3% 49,416 $1.3M
One Charles Private Wealth Services, LLC 0.43% Reduce -3.3% 48,855 $1.3M
Sound View Wealth Advisors Group, LLC 0.10% Add +8.9% 48,286 $1.3M
Miller Financial Services LLC 1.07% — 48,029 $1.3M
Cushing Capital Partners, LLC 1.22% — 48,023 $1.3M
Assetmark, Inc. 0.00% Add +5.2% 47,449 $1.2M
Professional Financial Advisors, LLC 0.32% Reduce -2.1% 47,285 $1.2M
LifeWealth Investments, LLC 0.82% — 47,263 $1.2M
FineMark National Bank & Trust 0.04% Reduce -1.4% 46,962 $1.2M
Avalon Capital Management 0.39% Add +55.1% 46,077 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -9.9% 46,076 $1.2M
Moors & Cabot, Inc. 0.06% Add +8.5% 46,001 $1.2M
Mezzasalma Advisors, LLC 0.39% New 45,350 $1.2M
Meritage Portfolio Management 0.07% No change 45,165 $1.2M
Capstone Wealth Management Group LLC 0.89% — 44,725 $1.2M
Cutter & CO Brokerage, Inc. 0.28% Reduce -24.4% 44,363 $1.2M
Alaska Permanent Capital Management, LLC 0.10% Add +65.4% 44,000 $1.2M
Armor Advisors, L.L.C. 1.41% Reduce -40.0% 43,777 $1.2M
Elevation Point Wealth Partners, LLC 0.09% Add +16.3% 43,232 $1.1M
Investment Partners, LTD. 0.47% No change 42,900 $1.1M
Great Valley Advisor Group, Inc. 0.03% Add +34.0% 42,676 $1.1M
Good Life Advisors, LLC 0.08% Reduce -56.0% 42,557 $1.1M
Focus Partners Advisor Solutions, LLC 0.02% Add +132.9% 42,029 $1.1M
Park Avenue Securities LLC 0.01% Reduce -1.0% 41,156 $1.1M
Perennial Investment Advisors, LLC 0.13% Add +16.3% 41,114 $1.1M
Daiwa Securities Group Inc. 0.00% Add +30.1% 41,050 $1.1M
M Holdings Securities, Inc. 0.17% Add +4.7% 40,849 $1.1M
M&T Bank Corp 0.00% Reduce -0.6% 40,671 $1.1M
Mgo One Seven LLC 0.04% Reduce -6.6% 40,557 $1.1M
Intellus Advisors LLC 0.18% — 40,544 $1.1M
Per Stirling Capital Management, LLC. 0.15% Reduce -3.4% 40,378 $1.1M
Corient Private Wealth LP 0.00% Reduce -24.2% 51,967 $1.0M
Northern Trust Corp. 0.00% Add +1.6% 39,415 $1.0M
Verity Asset Management, Inc. 0.58% Reduce -7.3% 39,527 $1.0M
Wealthspan Partners, LLC 0.49% Add +5.8% 39,167 $1.0M
Aegis Financial Corp. 0.88% No change 39,025 $1.0M
Confluence Wealth Services, Inc. 0.07% Reduce -3.7% 36,076 $1.0M
ROI Financial Advisors, LLC 0.68% Add +39.5% 38,010 $1.0M
Van Hulzen Asset Management, LLC 0.07% Add +11.2% 37,788 $995K
Kestra Private Wealth Services, LLC 0.02% Add +47.4% 37,780 $995K
Evergreen Capital Management LLC 0.03% Add +0.3% 37,703 $993K
Principal Securities, Inc. 0.02% Add +6.6% 37,671 $992K
Summit Financial, LLC 0.03% Add +210.3% 37,145 $978K
Credit Agricole S A 0.00% Add +738.8% 37,066 $976K
Evercore Wealth Management, LLC 0.01% No change 36,958 $973K
Evermay Wealth Management LLC 0.14% Reduce -0.2% 35,816 $943K
Ballew Advisors, Inc 0.60% New 34,930 $942K
EverSource Wealth Advisors, LLC 0.05% Add +25.3% 35,433 $933K
Bard Associates Inc. 0.31% Reduce -3.9% 35,087 $924K
Beaumont Financial Advisors, LLC 0.07% Reduce -26.1% 34,977 $921K
CreativeOne Wealth, LLC 0.03% Add +60.0% 34,529 $909K
Keybank National Association 0.00% Reduce -21.3% 34,137 $899K
MAI Capital Management 0.01% New 33,876 $892K
PFG Investments, LLC 0.06% Reduce -9.2% 33,768 $889K
Kovack Advisors, Inc. 0.09% Reduce -20.3% 33,738 $888K
Neuberger Berman Group LLC 0.00% Reduce -2.8% 32,188 $888K
Ingalls & Snyder LLC 0.04% Reduce -0.3% 33,700 $887K
Freedom Investment Management, Inc. 0.07% Reduce -2.8% 33,131 $872K
Concurrent Investment Advisors, LLC 0.02% Add +23.7% 32,826 $864K
Ehrlich Financial Group 0.61% Reduce -1.2% 32,784 $863K
SilverOak Wealth Management LLC 0.19% No change 32,681 $860K
Rahlfs Capital, LLC 0.85% — 32,600 $858K
Kingswood Wealth Advisors, LLC 0.06% Reduce -4.9% 32,549 $857K
Koshinski Asset Management, Inc. 0.07% Add +7.5% 32,287 $850K
Essex Financial Services, Inc. 0.06% Reduce -4.7% 32,219 $848K
Lido Advisors, LLC 0.01% Add +4.8% 32,077 $845K
Stablepoint Partners, LLC 0.15% Reduce -0.5% 31,885 $840K
First Command Advisory Services, Inc. 0.01% Add +2.5% 31,734 $836K
Geneos Wealth Management Inc. 0.03% Add +10.1% 31,547 $831K
Caption Management, LLC 0.03% New 31,000 $816K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -0.5% 30,846 $812K
Horizon Kinetics Asset Management LLC 0.01% No change 30,690 $808K
GWN Securities Inc. 0.21% — 28,676 $800K
Pathstone Holdings, LLC 0.00% Add +129.1% 30,275 $797K
Medici Capital LLC 1.02% No change 30,000 $790K
Torno Capital, LLC 0.16% New 30,000 $790K
Whittier Trust Co. 0.01% Reduce -4.7% 29,684 $781K
StoneX Group Inc. 0.04% Add +16.4% 29,665 $781K
Jaffetilchin Investment Partners, LLC 0.06% Add +7.0% 29,603 $779K
Harbor Investment Advisory, LLC 0.07% Add +6.5% 29,422 $775K
Level Four Advisory Services, LLC 0.03% Reduce -18.4% 29,312 $772K
Strategic Investment Solutions, Inc. 0.26% Add +1.4% 30,095 $770K
FMR LLC 0.00% Add +80.4% 29,221 $769K
Aviance Capital Partners, LLC 0.11% No change 29,188 $769K
Cypress Wealth Services, LLC 0.15% Add +0.3% 29,172 $768K
Columbus Macro, LLC 0.11% Add +42.5% 29,152 $768K
Soltis Investment Advisors LLC 0.07% Add +58.5% 29,099 $766K
Rooted Wealth Advisors, Inc. 0.30% Reduce -11.8% 27,678 $756K
Clear Harbor Asset Management, LLC 0.06% Reduce -12.6% 28,510 $751K
Choreo, LLC 0.01% Add +11.4% 28,280 $745K
CoreCap Advisors, LLC 0.03% Add +2.2% 28,188 $742K
Violich Capital Management, Inc. 0.10% Add +5.6% 28,100 $740K
PFG Advisors 0.05% Add +125.2% 28,025 $738K
Sicart Associates LLC 0.26% No change 28,018 $738K
MGB Wealth Management, LLC 0.23% Reduce -28.3% 27,948 $737K
Resolute Wealth Strategies, LLC 0.38% No change 27,863 $734K
GM Advisory Group, LLC 0.04% Add +2.2% 27,835 $733K
Parsons Capital Management Inc. 0.04% No change 27,525 $725K
Texas Yale Capital Corp. 0.03% Reduce -5.9% 27,250 $717K
Regal Investment Advisors LLC 0.05% Add +0.4% 27,150 $715K
Tyler-Stone Wealth Management 0.13% Add +2.2% 26,800 $706K
Envestnet Portfolio Solutions, Inc. 0.00% Add +15.0% 26,493 $698K
Aptus Capital Advisors, LLC 0.01% Add +197.0% 26,421 $696K
TB Alternative Assets Ltd. 0.18% Reduce -5.3% 26,323 $693K
Harel Insurance Investments & Financial Services Ltd. 0.01% No change 26,000 $686K
Benjamin Edwards Inc. 0.01% New 26,026 $685K
SeaCrest Wealth Management, LLC 0.07% Reduce -0.9% 26,009 $685K
Patten Group, Inc. 0.15% Add +0.4% 25,930 $683K
BOS Asset Management, LLC 0.25% Add +157.9% 25,844 $680K
Orion Porfolio Solutions, LLC 0.01% Add +60.6% 25,457 $670K
Orion Portfolio Solutions, LLC 0.01% Add +60.6% 25,457 $670K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.2% 25,364 $668K
Ausdal Financial Partners, Inc. 0.06% Add +22.0% 25,297 $666K
Rathbones Group PLC 0.00% No change 25,130 $662K
Accredited Wealth Management, LLC 0.58% — 25,055 $660K
SkyView Investment Advisors, LLC 0.10% No change 25,000 $658K
Nwi Management LP 0.05% Reduce -28.6% 25,000 $658K
Herold Advisors, Inc. 0.14% No change 24,955 $657K
Spire Wealth Management 0.02% Add +24.4% 24,813 $653K
Doliver Advisors, LP 0.18% Add +10.5% 24,652 $649K
HB Wealth Management, LLC 0.01% Add +18.2% 24,444 $644K
Acorn Wealth Advisors, LLC 0.27% Add +76.4% 24,394 $642K
Bulltick Wealth Management, LLC 0.15% No change 24,376 $642K
WESPAC Advisors, LLC 0.47% Add +18.0% 24,103 $635K
Journey Advisory Group, LLC 0.08% No change 23,859 $634K
Valeo Financial Advisors, LLC 0.02% Add +3.0% 24,047 $633K
Piedmont Capital Management, LLC 0.38% No change 23,473 $632K
New Harbor Financial Group, LLC 0.19% New 23,762 $626K
Fiduciary Family Office, LLC 0.19% New 23,762 $626K
Ancora Advisors LLC 0.01% No change 23,651 $623K
Roman Butler Fullerton & Co. 0.20% Add +0.4% 22,646 $622K
Pinnacle Financial Partners Inc 0.01% Add +5.4% 23,369 $621K
Compound Planning, Inc. 0.03% Add +94.2% 23,447 $617K
Private Portfolio Partners LLC 0.11% Add +9.2% 23,355 $615K
Broyhill Asset Management, LLC 0.53% — 23,000 $606K
Giverny Capital 0.02% No change 23,000 $606K
Founders Financial Alliance, LLC 0.16% No change 22,750 $599K
Commerce Bank 0.00% Add +11.9% 22,707 $598K
Confluence Investment Management LLC 0.01% New 22,608 $595K
Haven Private, LLC 0.33% — 22,567 $594K
Winmill & Co. Inc. 0.19% Reduce -3.0% 22,320 $588K
Quadcap Wealth Management, LLC 0.09% Add +0.1% 22,311 $587K
J. W. Coons Advisors, LLC 0.15% Add +5.7% 22,200 $585K
Linden Thomas Advisory Services, LLC 0.07% Add +22.0% 22,124 $583K
BTC Capital Management, Inc. 0.05% No change 22,000 $579K
Conservest Capital Advisors, Inc. 0.06% Reduce -0.0% 21,977 $579K
Welch Group, LLC 0.03% Add +10.2% 21,892 $579K
Fiduciary Financial Group, LLC 0.13% Reduce -0.5% 20,928 $578K
WealthTrust Asset Management, LLC 0.41% Reduce -43.2% 21,673 $571K
LexAurum Advisors, LLC 0.11% No change 21,510 $566K
Dakota Wealth Management 0.01% Add +2.3% 21,473 $565K
United Capital Management of KS, Inc. 0.10% Add +10.6% 21,321 $561K
Clearstead Advisors, LLC 0.01% Add +2.6% 21,278 $560K
Sequoia Financial Advisors, LLC 0.01% Add +14.5% 21,224 $559K
Union Bancaire Privee, UBP SA 0.01% — 21,064 $556K
E&G Advisors, LLC 0.15% Reduce -1.2% 21,120 $556K
Focus Financial Network, Inc. 0.02% Add +3.4% 21,120 $556K
N.E.W. Advisory Services LLC 0.05% Add +92.3% 20,952 $552K
Capital Investment Advisors, LLC 0.01% Add +36.7% 20,831 $548K
Integrated Advisors Network LLC 0.03% Add +18.9% 20,813 $548K
Bristlecone Advisors, LLC 0.04% No change 20,807 $548K
Sunbelt Securities, Inc. 0.05% Reduce -0.3% 20,694 $547K
Revisor Wealth Management LLC 0.50% Add +38.5% 20,756 $547K
Arax Advisory Partners 0.03% Add +292.9% 20,751 $546K
Rosenberg Matthew Hamilton 0.14% No change 20,619 $543K
Verdence Capital Advisors LLC 0.04% Add +7.4% 20,368 $536K
Bienville Capital Management, LLC 0.13% Add +9.3% 20,362 $536K
Cary Street Partners Financial LLC 0.02% — 20,318 $535K
First Foundation Advisors 0.02% No change 20,171 $531K
Robertson Stephens Wealth Management, LLC 0.02% No change 20,150 $531K
Merit Financial Group, LLC 0.01% Add +0.6% 19,874 $523K
Equitable Trust Co. 0.03% No change 19,752 $520K
NewEdge Wealth, LLC 0.01% Add +21.8% 19,444 $512K
Realta Investment Advisors 0.21% Reduce -10.9% 18,867 $509K
First Horizon Advisors, Inc. 0.01% Reduce -0.8% 19,294 $508K
Stapp Wealth Management, PLLC 0.79% No change 19,230 $506K
Csenge Advisory Group 0.03% Add +5.1% 19,055 $502K
L. Roy Papp & Associates, LLP 0.06% No change 19,000 $500K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.2% 18,908 $498K
Brighton Jones LLC 0.01% Add +9.2% 18,858 $497K
Kiley Juergens Wealth Management, LLC 0.12% Reduce -0.8% 18,833 $496K
Hudock, Inc. 0.09% No change 18,803 $495K
Bayshore Asset Management, LLC 0.23% Add +9.4% 18,777 $494K
Signature Estate & Investment Advisors LLC 0.01% Add +74.3% 18,640 $491K
DDFG, Inc 0.14% No change 18,485 $487K
Prosperity Consulting Group, LLC 0.04% Add +8.0% 18,119 $477K
Fiduciary Alliance LLC 0.05% Add +11.2% 18,073 $476K
VestGen Investment Management 0.13% Reduce -4.3% 18,013 $474K
Rossby Financial, LCC 0.30% — 18,000 $474K
Rehmann Capital Advisory Group 0.03% Add +10.3% 17,931 $472K
Eisler Capital Management Ltd. 0.02% — 17,333 $467K
International Assets Investment Management, LLC 0.04% Reduce -8.8% 17,325 $467K
National Wealth Management Group, LLC 0.31% Reduce -17.9% 17,671 $465K
Insight Advisors, LLC/ PA 0.08% No change 17,453 $461K
New Wave Wealth Advisors LLC 0.19% Reduce -27.9% 17,414 $459K
Western Wealth Management, LLC 0.02% Reduce -12.4% 17,182 $452K
Signaturefd, LLC 0.01% Add +1.4% 17,056 $449K
Tradition Wealth Management, LLC 0.04% Reduce -3.3% 16,870 $444K
Phillips Financial Management, LLC 0.03% No change 16,841 $443K
Fiduciary Trust Co 0.01% Reduce -5.6% 16,810 $443K
Swisher Financial Concepts, Inc. 0.52% Reduce -48.9% 16,790 $442K
Westfield Capital Management Co. LP 0.00% New 16,760 $441K
Clarus Group, Inc. 0.16% Add +8.8% 16,750 $441K
Trust Co. of Vermont 0.02% Add +1.4% 16,707 $440K
Altfest L J & Co. Inc. 0.06% Reduce -83.5% 16,639 $438K
Redwood Wealth Management Group, LLC 0.21% Reduce -3.2% 16,650 $438K
Hoey Investments, Inc. 0.07% No change 16,631 $438K
Procyon Advisors, LLC 0.03% Add +21.1% 16,432 $433K
W1M Asset Management Ltd 0.04% No change 16,430 $433K
Montis Financial, LLC 0.13% No change 16,409 $432K
RiverGlades Family Offices LLC 0.31% Add +13.4% 16,350 $430K
Savvy Advisors, Inc. 0.05% New 16,279 $429K
Keystone Financial Group 0.04% No change 16,207 $427K
Creative Financial Designs Inc. 0.03% Add +13.2% 16,171 $426K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +55.8% 16,163 $426K
Uhlmann Price Securities, LLC 0.32% Add +4.7% 16,142 $425K
Obermeyer Wealth Partners 0.02% No change 16,062 $423K
Wealth Quarterback LLC 0.20% Reduce -0.0% 15,925 $419K
Integrity Alliance, Llc. 0.04% — 15,685 $413K
Natixis 0.00% New 15,650 $412K
Gladstone Institutional Advisory LLC 0.02% Reduce -73.0% 15,639 $412K
Stokes Family Office, LLC 0.04% Add +42.8% 15,635 $412K
Keynote Financial Services LLC 0.31% No change 15,438 $406K
Wexford Capital LP 0.10% Add +64.5% 15,425 $406K
O'ROURKE & COMPANY, Inc 0.20% Add +39.0% 15,370 $405K
Chicago Wealth Management, Inc. 0.21% Reduce -89.2% 15,284 $402K
Wolff Wiese Magana LLC 0.27% Reduce -1.3% 15,277 $402K
Blair William & Co. 0.00% Add +5.1% 15,079 $397K
AlphaStar Capital Management, LLC 0.04% Reduce -29.6% 15,071 $397K
Basso Capital Management, L.P. 0.34% Add +102.7% 15,000 $395K
Mainsail Asset Management, LLC 0.28% New 15,000 $395K
FLC Capital Advisors 0.09% Add +51.1% 15,000 $395K
Biltmore Family Office, LLC 0.07% No change 15,000 $395K
Tidal Investments LLC 0.00% Reduce -34.9% 14,957 $394K
Aprio Wealth Management, LLC 0.06% No change 14,947 $394K
Isthmus Partners, LLC 0.05% No change 14,900 $392K
WCG Wealth Advisors LLC 0.03% Add +0.4% 14,860 $391K
Vanguard Capital Wealth Advisors 0.42% Reduce -76.2% 14,766 $389K
Sovereign Financial Group, Inc. 0.09% Reduce -5.2% 14,720 $388K
HBW Advisory Services LLC 0.04% Reduce -6.3% 14,717 $387K
Waverly Advisors, LLC 0.01% Reduce -81.1% 14,675 $386K
Primoris Wealth Advisors, LLC 0.29% Reduce -28.8% 14,660 $386K
Vaughan David Investments LLC 0.01% No change 14,600 $384K
Bailard, Inc. 0.01% No change 14,504 $382K
Foguth Wealth Management, LLC. 0.10% Add +7.7% 13,610 $380K
Spectrum Planning & Advisory Services Inc. 0.33% No change 14,374 $378K
Signal Advisors Wealth, LLC 0.04% Add +9.8% 14,235 $375K
Mission Wealth Management, LP 0.01% Add +15.6% 13,985 $368K
NorthCoast Asset Management LLC 0.00% Add +3.3% 13,970 $368K
Concourse Financial Group Securities, Inc. 0.02% Add +10.9% 13,038 $366K
Argent Trust Co 0.01% No change 13,871 $365K
Journey Strategic Wealth LLC 0.01% Add +30.3% 13,769 $363K
Kercheville Advisors, LLC 0.14% Reduce -74.8% 13,700 $361K
Marathon Capital Management 0.09% No change 13,690 $360K
Indiana Trust & Investment Management Co 0.12% Add +1940.3% 13,670 $360K
Empire Financial Management Company, LLC 0.11% Reduce -0.4% 13,606 $358K
S.A. Mason LLC 0.19% Add +12.2% 13,575 $357K
Maridea Wealth Management LLC 0.11% — 13,473 $355K
Rothschild Investment LLC 0.02% Add +12.6% 13,432 $354K
Savant Capital, LLC 0.00% Add +26.8% 13,245 $349K
Ignite Planners, LLC 0.08% Add +12.2% 12,925 $349K
Spectrum Wealth Advisory Group, LLC 0.16% No change 13,190 $347K
Leigh Baldwin & Co., LLC 0.29% — 13,190 $347K
Grandview Asset Management LLC 0.13% Add +36.3% 13,177 $347K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +7.2% 13,157 $346K
Moloney Securities Asset Management, LLC 0.05% Add +18.0% 13,097 $345K
HAP Trading, LLC 0.12% New 13,091 $345K
River Street Advisors LLC 0.18% Reduce -17.4% 13,075 $344K
Hibernia Wealth Partners, LLC 0.26% Reduce -47.5% 12,997 $342K
Grant/GrossMendelsohn, LLC 0.18% No change 12,935 $341K
Moneco Advisors, LLC 0.04% Reduce -87.4% 12,933 $341K
Ashton Thomas Private Wealth, LLC 0.01% Add +70.3% 12,930 $340K
Gen-Wealth Partners Inc 0.15% No change 12,903 $340K
Wealthspire Advisors, LLC 0.00% Add +6.9% 12,880 $339K
SCP Investment, LP 0.26% Reduce -35.4% 12,800 $337K
Discipline Wealth Solutions, LLC 0.15% New 12,608 $332K
Westmount Partners, LLC 0.10% No change 12,546 $330K
Hilltop Holdings Inc. 0.02% Reduce -63.6% 12,531 $330K
Hedges Asset Management LLC 0.22% No change 12,500 $329K
Amundi 0.00% No change 12,000 $329K
City Holding Co. 0.05% Add +8.1% 12,475 $328K
Wesbanco Bank Inc. 0.01% Reduce -1.3% 12,179 $321K
Larson Financial Group LLC 0.02% Add +4.4% 12,129 $319K
DHK Financial Advisors, Inc. 0.19% Add +3.7% 12,124 $319K
Performance Wealth Partners, LLC 0.01% No change 12,080 $318K
Cavalier Investments, LLC 0.11% Reduce -9.9% 12,068 $318K
Avantax Planning Partners, Inc. 0.01% Add +0.8% 12,026 $317K
Clifford Swan Investment Counsel LLC 0.01% Reduce -1.1% 11,966 $315K
Sculati Wealth Management, LLC 0.12% Add +60.5% 11,902 $313K
Durante & Waters, LLC 0.26% No change 11,895 $313K
Oak Grove Capital LLC 0.06% No change 11,827 $311K
Cobblestone Capital Advisors LLC 0.02% No change 11,806 $311K
Coastal Bridge Advisors, LLC 0.08% Add +4.4% 11,791 $310K
Qube Research & Technologies Ltd 0.00% Reduce -65.5% 11,652 $307K
Golden State Wealth Management, LLC 0.05% — 11,643 $307K
Firestone Capital Management 0.08% No change 11,640 $306K
Curran Financial Partners, LLC 0.08% Add +11.7% 11,578 $305K
JNBA Financial Advisors 0.03% No change 11,445 $301K
Great Diamond Partners, LLC 0.08% No change 11,389 $300K
Comprehensive Financial Consultants Institutional, Inc. 0.11% Reduce -10.6% 11,365 $299K
First Heartland Consultants, Inc. 0.03% Add +6.4% 11,351 $299K
Whitaker-Myers Wealth Managers, LTD. 0.09% Add +0.0% 11,340 $299K
Copia Wealth Management 0.28% — 11,332 $298K
Advance Capital Management, Inc. 0.01% Add +0.2% 11,325 $298K
American Trust 0.02% New 11,300 $298K
J. Safra Sarasin Holding AG 0.01% No change 11,194 $295K
Hunter Perkins Capital Management, LLC 0.06% No change 11,163 $294K
Cathy Pareto & Associates, Inc. 0.27% — 11,105 $292K
Briaud Financial Planning Inc 0.12% Reduce -8.2% 11,081 $291K
Cutler Investment Counsel LLC 0.04% No change 11,024 $290K
Bogart Wealth, LLC 0.01% No change 10,963 $289K
Franklin Resources Inc. 0.00% No change 10,940 $288K
Patton Albertson Miller Group, LLC 0.04% No change 10,898 $287K
Financial Designs Corp 0.19% No change 10,885 $287K
Florida Financial Advisors, LLC 0.13% New 10,859 $286K
Activest Wealth Management 0.08% No change 10,793 $284K
Wealth Effects LLC 0.10% New 10,789 $284K
Glen Eagle Advisors, LLC 0.05% Reduce -3.7% 10,755 $283K
Founders Financial Securities LLC 0.03% Add +0.6% 10,687 $281K
Human Investing LLC 0.05% No change 10,636 $280K
Dagco, Inc. 0.09% No change 10,605 $279K
Sonora Investment Management Group, LLC 0.02% No change 10,600 $279K
Segment Wealth Management, LLC 0.02% No change 10,600 $279K
Wilmington Savings Fund Society, FSB 0.01% Add +0.1% 10,596 $279K
Betterment LLC 0.00% Reduce -1.0% 10,569 $278K
Denver Wealth Management, Inc. 0.12% Reduce -9.8% 10,428 $275K
Burke & Herbert Bank & Trust Co. 0.06% No change 10,385 $273K
Fifth Third Wealth Advisors LLC 0.01% No change 10,347 $272K
Bridgewealth Advisory Group, LLC 0.08% Add +15.3% 9,222 $272K
Apollon Financial, LLC 0.07% No change 10,280 $271K
Royal Fund Management, LLC 0.03% Reduce -51.7% 10,190 $268K
Wealth Management Associates, Inc. 0.11% New 10,125 $267K
SS&H Financial Advisors, Inc. 0.10% No change 10,066 $266K
Laurel Wealth Advisors LLC 0.04% Add +24.8% 10,052 $265K
New England Professional Planning Group Inc. 0.13% No change 10,004 $263K
Catalyst Financial Partners LLC 0.05% No change 10,000 $263K
Hardin Capital Partners, LLC 0.16% Reduce -0.9% 9,987 $263K
Prosperity Financial Group, Inc. 0.13% Add +3.6% 9,972 $263K
Zacks Investment Management 0.00% Add +0.3% 9,969 $262K
Schulhoff & Co. Inc. 0.10% Add +11.2% 9,950 $262K
Freestone Capital Holdings, LLC 0.01% New 9,926 $261K
Quadrant Private Wealth Management, LLC 0.06% Add +19.2% 9,869 $260K
Pinnacle Bancorp, Inc. 0.08% Reduce -20.3% 9,856 $260K
Andina Capital Management, LLC 0.21% Reduce -24.8% 9,845 $259K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -0.5% 9,844 $259K
OneAscent Financial Services LLC 0.02% New 9,813 $258K
Worth Asset Management, LLC 0.14% Reduce -4.8% 9,780 $258K
Cornerstone Management, Inc. 0.05% Reduce -0.1% 9,725 $256K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +3.5% 9,710 $256K
Access Financial Services, Inc. 0.11% No change 9,664 $254K
Lazari Capital Management, Inc. 0.10% Add +11.6% 9,660 $254K
Trustmark Bank Trust Department 0.02% Reduce -2.1% 9,627 $253K
WMG Financial Advisors, LLC 0.11% New 9,622 $253K
Alpha Financial Partners LLC 0.20% Reduce -71.0% 9,620 $253K
Crumly & Associates Inc. 0.07% Add +29.1% 9,612 $253K
Strategic Blueprint, LLC 0.01% Add +4.3% 9,584 $252K
Plancorp, LLC 0.01% No change 9,544 $251K
Creekmur Asset Management LLC 0.06% No change 9,507 $250K
Coordinated Financial Services, Inc. 0.20% — 9,500 $250K
Radnor Capital Management, LLC 0.04% No change 9,500 $250K
PCG Wealth Advisors, LLC 0.09% Reduce -4.7% 9,462 $249K
RFG Advisory, LLC 0.01% Reduce -2.1% 9,459 $249K
Smithfield Trust Co 0.01% No change 9,443 $249K
Mayflower Financial Advisors, LLC 0.04% Add +12.6% 9,424 $248K
Maiden Cove Capital, LLC 0.38% Reduce -7.7% 9,400 $248K
Alternative Investment Advisors, LLC. 0.13% No change 9,386 $247K
Total Clarity Wealth Management, Inc. 0.08% Add +1.9% 9,370 $247K
Berkshire Asset Management LLC 0.01% Add +0.3% 8,754 $244K
Artemis Wealth Advisors, LLC 0.04% No change 9,244 $243K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +13.3% 9,241 $243K
CX Institutional 0.01% Reduce -61.2% 9,220 $243K
Tradewinds Capital Management, LLC 0.06% Add +72.7% 9,218 $243K
Everpar Advisors LLC 0.12% No change 9,200 $242K
BlackRock, Inc. 0.00% Add +23428.2% 9,176 $242K
Cassaday & Co Wealth Management LLC 0.01% No change 9,138 $241K
Advisory Alpha, LLC 0.01% Add +20.9% 9,087 $239K
Total Investment Management Inc. 0.03% Reduce -99.1% 9,080 $239K
180 Wealth Advisors, LLC 0.04% Reduce -5.0% 9,067 $239K
Bison Wealth, LLC 0.05% New 9,050 $238K
MTM Financial Group, LLC 0.14% No change 9,040 $238K
Mizuho Markets Americas LLC 0.00% Reduce -60.1% 9,006 $237K
BNC Wealth Management, LLC 0.08% No change 9,000 $237K
Haverford Trust Co 0.00% No change 9,000 $237K
Nicolet Advisory Services, LLC 0.02% Reduce -2.8% 8,569 $237K
Mainstay Capital Management LLC 0.04% Reduce -12.1% 8,978 $236K
Morton Capital Management LLC 0.04% New 8,944 $235K
Riggs Asset Managment Co. Inc. 0.06% Add +4.3% 8,838 $234K
Berger Financial Group, Inc 0.02% New 8,869 $234K
IFP Advisors, Inc 0.01% Add +14.3% 8,735 $230K
Hollencrest Capital Management 0.01% Reduce -21.6% 8,710 $229K
Old National Bancorp 0.01% No change 8,704 $229K
Executive Wealth Management, LLC 0.02% Reduce -42.3% 8,689 $229K
Pinnacle Associates Ltd. 0.00% New 8,675 $228K
Baldwin Wealth Partners LLC 0.02% No change 8,650 $228K
Verus Capital Partners, LLC 0.02% Add +20.7% 8,642 $228K
Zhang Financial LLC 0.01% No change 8,638 $227K
Private Trust Co. NA 0.02% Reduce -1.0% 8,636 $227K
United Capital Financial Advisors, LLC 0.00% Reduce -20.9% 8,578 $226K
Schnieders Capital Management LLC 0.04% Reduce -5.4% 8,575 $226K
Flputnam Investment Management Co. 0.00% No change 8,560 $225K
MBE Wealth Management, LLC 0.13% No change 8,550 $225K
Silverlake Wealth Management LLC 0.09% New 8,548 $225K
Well Done, LLC 0.04% No change 7,900 $224K
Howard Financial Services, LTD. 0.03% No change 8,522 $224K
Grey Ledge Advisors, LLC 0.06% No change 8,515 $224K
Cardiff Park Advisors, LLC 0.02% Reduce -19.1% 8,500 $224K
Interactive Financial Advisors, Inc. 0.12% Add +1.9% 8,496 $224K
Redhawk Wealth Advisors, Inc. 0.03% Add +4.6% 8,472 $223K
Legacy Capital Wealth Management, LLC 0.22% — 8,471 $223K
Alpha Cubed Investments, LLC 0.01% Add +4.3% 8,456 $223K
Barnes Wealth Management Group, Inc 0.15% — 8,427 $222K
Empower Advisory Group, LLC 0.00% New 8,391 $221K
Fisher Asset Management 0.00% New 8,349 $220K
Private Advisory Group LLC 0.02% Reduce -11.4% 8,346 $220K
Thoroughbred Financial Services, LLC 0.01% No change 8,323 $219K
Petros Family Wealth, LLC 0.24% — 8,315 $219K
AIFG Consultants Ltd. 0.36% Add +12.7% 8,280 $218K
PYA Waltman Capital, LLC 0.07% No change 8,248 $217K
Claro Advisors Inc. 0.03% Add +10.4% 8,190 $216K
Alta Wealth Advisors LLC 0.09% Add +4.6% 8,182 $215K
Oarsman Capital, Inc. 0.04% Reduce -10.2% 8,133 $214K
Ironwood Financial, llc 0.04% Reduce -5.3% 8,103 $213K
BLB&B Advisors, LLC 0.01% Add +3.2% 8,077 $213K
Net Worth Advisory Group 0.06% Reduce -1.5% 8,039 $212K
Select Asset Management & Trust 0.08% No change 8,000 $211K
Moneta Group Investment Advisors LLC 0.00% New 7,952 $209K
Palisades Hudson Asset Management, L.P. 0.09% No change 7,939 $209K
Benin Management CORP 0.06% Reduce -9.2% 7,905 $208K
Thomasville National Bank 0.01% Reduce -2.8% 7,905 $208K
Inspirion Wealth Advisors, LLC 0.03% Reduce -8.5% 7,564 $207K
Nemes Rush Group LLC 0.03% Add +28.7% 7,844 $207K
Liberty Wealth Management LLC 0.03% No change 7,833 $206K
Pineridge Advisors LLC 0.08% Reduce -95.4% 7,819 $206K
Blueprint Investment Partners LLC 0.03% New 7,816 $206K
Weatherly Asset Management L. P. 0.02% No change 7,795 $205K
Exencial Wealth Advisors, LLC 0.01% New 7,793 $205K
Pinnacle Wealth Planning Services, Inc. 0.03% New 7,772 $205K
Investment Advisory Group, LLC 0.07% Reduce -2.8% 7,770 $205K
Royal Capital Wealth Management, LLC 0.14% Reduce -23.1% 7,737 $204K
Fortress Private Ledger, LLC 0.12% — 7,622 $201K
GeoWealth Management, LLC 0.01% Reduce -13.0% 7,494 $197K
Synergy Asset Management, LLC 0.01% New 6,786 $193K
Kings Path Partners LLC 0.08% No change 7,000 $184K
Tompkins Financial Corp. 0.02% No change 6,932 $183K
Centerpoint Advisors, LLC 0.06% Add +37.0% 6,850 $180K
Synergy Investment Management, LLC 0.08% — 6,793 $179K
Bokf, NA 0.00% No change 6,257 $173K
Farther Finance Advisors, LLC 0.01% Reduce -64.8% 6,351 $167K
Interchange Capital Partners, LLC 0.06% Reduce -1.3% 6,082 $160K
Acropolis Investment Management, LLC 0.01% No change 6,060 $160K
Key Client Fiduciary Advisors, LLC 0.07% Add +15.9% 6,012 $158K
Kieckhefer Group LLC 0.10% — 5,992 $158K
Sound Income Strategies, LLC 0.01% Reduce -9.0% 5,896 $155K
Allianz SE 0.00% No change 5,788 $152K
UMB Bank, n.a. 0.00% Reduce -46.5% 5,760 $152K
Transce3nd, LLC 0.05% — 5,543 $148K
Hazlett, Burt & Watson, Inc. 0.06% Reduce -5.2% 5,508 $145K
Avion Wealth 0.04% Add +281.1% 5,336 $140K
Financial Life Planners 0.12% — 5,245 $138K
Pathway Financial Advisers, LLC 0.05% Add +8.4% 5,174 $136K
American National Bank & Trust 0.01% No change 5,100 $134K
Rule One Partners, LLC 0.11% New 5,001 $132K
Stuart Chaussee & Associates, Inc. 0.03% New 5,000 $132K
Spartan Fund Management Inc. 0.44% Add +400.0% 5,000 $132K
Oliver Lagore Vanvalin Investment Group 0.03% Reduce -20.4% 4,921 $130K
GoalVest Advisory LLC 0.04% No change 4,912 $129K
ORG Partners LLC 0.02% Add +36.7% 4,894 $129K
Security National Bank 0.02% No change 4,875 $128K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +5177.8% 4,750 $125K
Strengthening Families & Communities, LLC 0.07% Add +128.2% 4,762 $125K
Lindbrook Capital, LLC 0.01% Add +3.5% 4,440 $117K
Bell Investment Advisors, Inc 0.02% No change 4,384 $115K
Venturi Wealth Management, LLC 0.01% No change 4,361 $115K
Parallel Advisors, LLC 0.00% Reduce -1.7% 4,236 $112K
Rakuten Securities, Inc. 0.04% Reduce -68.4% 4,195 $110K
Adirondack Trust Co. 0.04% Add +9.3% 4,166 $110K
Tandem Financial, LLC 0.12% — 4,154 $109K
GPS Wealth Strategies Group, LLC 0.01% Add +109.8% 4,081 $107K
Truvestments Capital LLC 0.03% No change 4,068 $107K
JFS Wealth Advisors, LLC 0.01% No change 4,043 $106K
RE Dickinson Investment Advisors, LLC 0.09% Add +21.0% 4,006 $106K
MRP Capital Investments, LLC 0.10% New 4,000 $105K
MassMutual Private Wealth & Trust, FSB 0.00% No change 4,000 $105K
Capital Analysts, LLC 0.00% No change 3,878 $102K
Clear Investment Research, LLC 0.13% Add +8.8% 3,767 $99K
Orion Capital Management LLC 0.04% New 3,689 $97K
AdvisorNet Financial, Inc 0.01% Add +11.2% 3,625 $95K
Independence Bank of Kentucky 0.01% Add +52.8% 3,515 $93K
Lazard Asset Management LLC 0.00% No change 3,508 $92K
Physician Wealth Advisors, Inc. 0.02% New 3,431 $90K
Winch Advisory Services, LLC 0.02% Add +89.0% 3,414 $90K
Heritage Wealth Advisors 0.00% Reduce -16.1% 3,382 $89K
Coppell Advisory Solutions LLC 0.01% Add +42.5% 3,354 $89K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,260 $86K
City State Bank 0.03% Reduce -40.4% 3,201 $84K
Colonial Trust Advisors 0.01% Reduce -11.8% 3,000 $79K
Albion Financial Group 0.01% No change 3,000 $79K
PSI Advisors, LLC 0.02% Reduce -62.2% 2,838 $75K
Mather Group, Llc. 0.00% New 2,829 $74K
CGC Financial Services, LLC 0.03% No change 2,800 $74K
Hilltop National Bank 0.02% Add +266.7% 2,750 $72K
Centiva Capital, LP 0.00% New 2,729 $72K
Duncker Streett & Co. Inc. 0.01% Add +235.1% 2,681 $71K
Continuum Advisory, LLC 0.01% Reduce -18.4% 2,668 $70K
WR Wealth Planners, LLC 0.02% No change 2,633 $69K
Avondale Wealth Management 0.04% No change 2,628 $69K
Cherry Tree Wealth Management, LLC 0.02% No change 2,567 $68K
Concord Wealth Partners 0.01% Add +13.0% 2,515 $66K
Sugarloaf Wealth Management, LLC 0.01% No change 2,500 $66K
Peoples Bank 0.05% Add +97.2% 2,485 $65K
Bare Financial Services, Inc 0.03% Reduce -41.7% 2,427 $64K
Parkside Financial Bank & Trust 0.01% Add +61.0% 2,409 $63K
Gold Investment Management Ltd. 0.03% No change 2,328 $61K
Castleview Partners, LLC 0.03% Add +68.4% 2,255 $61K
Transcendent Capital Group LLC 0.03% No change 2,300 $61K
MPWM Advisory Solutions, LLC 0.04% — 2,240 $59K
Advantage Trust Co 0.03% Reduce -38.4% 2,215 $58K
BankPlus Trust Department 0.02% — 2,198 $58K
Darwin Wealth Management, LLC 0.02% No change 2,189 $58K
Glass Jacobson Investment Advisors llc 0.02% No change 2,180 $57K
NBT Bank, N.A. 0.00% No change 2,180 $57K
North Star Investment Management Corp. 0.00% Reduce -17.2% 2,170 $57K
Lowe Wealth Advisors, LLC 0.02% No change 2,116 $56K
Community Bank, N.A. 0.01% No change 2,110 $56K
Pacific Center for Financial Services 0.01% Add +141.3% 2,056 $54K
Crowley Wealth Management, Inc. 0.05% — 2,050 $54K
Vision Financial Markets LLC 0.06% — 2,000 $53K
Pingora Partners LLC 0.03% No change 2,000 $53K
Monetary Management Group Inc. 0.01% No change 2,000 $53K
Kohmann Bosshard Financial Services, LLC 0.01% New 2,000 $53K
Tsfg, LLC 0.01% No change 1,980 $52K
Mascoma Wealth Management LLC 0.01% No change 1,974 $52K
Reyes Financial Architecture, Inc. 0.04% — 1,943 $51K
Towne Trust Company, N.A 0.02% No change 1,925 $51K
Logan Capital Management Inc. 0.00% Reduce -75.2% 1,921 $51K
First Community Trust NA 0.04% No change 1,905 $50K
Gables Capital Management Inc. 0.02% No change 1,800 $47K
Tucker Asset Management LLC 0.01% Add +0.1% 1,787 $47K
SOA Wealth Advisors, LLC. 0.01% New 1,768 $47K
Spectrum Wealth Counsel, LLC 0.01% No change 1,766 $46K
Centricity Wealth Management, LLC 0.04% — 1,751 $46K
Plante Moran Financial Advisors, LLC 0.00% No change 1,700 $45K
Vermillion & White Wealth Management Group, LLC 0.03% No change 1,655 $44K
SWAN Capital LLC 0.02% Add +1.3% 1,555 $41K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,550 $41K
Proffitt & Goodson Inc. 0.01% No change 1,550 $41K
Archer Investment Corp 0.01% No change 1,529 $40K
HHM Wealth Advisors, LLC 0.01% Add +11.8% 1,510 $40K
Belmont Capital, LLC 0.01% No change 1,501 $40K
Armstrong Advisory Group, Inc. 0.00% No change 1,459 $38K
Bernard Wealth Management Corp. 0.02% — 1,396 $37K
TD Private Client Wealth LLC 0.00% New 1,385 $36K
Fortis Group Advisors, LLC 0.01% No change 1,378 $36K
Stephens Consulting, LLC 0.01% Reduce -59.3% 1,374 $36K
Cornerstone Planning Group LLC 0.01% No change 1,281 $35K
Hantz Financial Services, Inc. 0.00% New 1,343 $35K
West Oak Capital, LLC 0.02% No change 1,295 $34K
Smartleaf Asset Management LLC 0.00% Add +671.7% 1,281 $34K
Beacon Capital Management, LLC 0.00% Reduce -54.1% 1,236 $33K
Colonial Trust Co / SC 0.00% No change 1,234 $32K
IAG Wealth Partners, LLC 0.01% Reduce -42.7% 1,226 $32K
Nova Wealth Management, Inc. 0.03% — 1,210 $32K
Quadrant Capital Group LLC 0.00% No change 1,200 $32K
Vermillion Wealth Management, Inc. 0.02% — 1,176 $31K
Ameriflex Group, Inc. 0.01% — 1,068 $30K
Dogwood Wealth Management LLC 0.02% No change 1,128 $30K
Asset Dedication, LLC 0.00% Reduce -23.1% 1,109 $29K
Stonebridge Financial Group, LLC 0.00% — 1,100 $29K
Toth Financial Advisory Corp. 0.00% No change 1,095 $29K
Caldwell Trust Co 0.00% Reduce -31.6% 1,081 $28K
Atticus Wealth Management, LLC 0.01% No change 1,066 $28K
Richardson Capital Management LLC 0.02% No change 1,035 $27K
Financial Network Wealth Advisors LLC 0.05% Reduce -20.4% 1,029 $27K
Beaird Harris Wealth Management, LLC 0.00% No change 1,020 $27K
NFSG Corp 0.01% Reduce -56.6% 1,010 $27K
Financially Speaking Inc 0.02% — 1,006 $26K
Anderson Financial Strategies, LLC 0.02% — 1,000 $26K
McClarren Financial Advisors, Inc. 0.07% Add +3471.4% 1,000 $26K
Abound Wealth Management 0.01% No change 980 $26K
Granite FO LLC 0.01% No change 950 $25K
Eagle Bay Advisors LLC 0.02% New 941 $25K
Elequin Capital, LP 0.00% New 892 $23K
Old Second National Bank of Aurora 0.01% No change 886 $23K
Millstone Evans Group, LLC 0.02% — 885 $23K
Godsey & Gibb, Inc. 0.00% No change 875 $23K
Compass Wealth Management LLC 0.01% No change 854 $22K
Richards, Merrill & Peterson, Inc. 0.01% — 850 $22K
Burkett Financial Services, LLC 0.01% No change 833 $22K
Horizons Wealth Management 0.02% Reduce -9.7% 812 $21K
Keystone Financial Group, Inc. 0.02% — 810 $21K
First United Bank & Trust 0.01% No change 805 $21K
Financial Gravity Companies, Inc. 0.00% New 786 $21K
Essex Investment Management Co. LLC 0.00% No change 771 $20K
Safe Harbor Fiduciary, LLC 0.02% No change 750 $20K
General Partner, Inc. 0.01% No change 750 $20K
American Capital Advisory, LLC 0.01% No change 727 $19K
Financial Management Professionals, Inc. 0.00% Add +0.3% 702 $18K
AlphaMark Advisors, LLC 0.01% No change 650 $17K
Brown Brothers Harriman & Co. 0.00% No change 643 $17K
LRI Investments, LLC 0.00% No change 638 $17K
Hara Capital LLC 0.01% No change 600 $16K
Bray Capital Advisors 0.00% No change 600 $16K
Prestige Wealth Management Group LLC 0.00% No change 600 $16K
Bellevue Asset Management, LLC 0.01% No change 568 $15K
Runnymede Capital Advisors, Inc. 0.01% — 562 $15K
Flagship Wealth Advisors, LLC 0.01% — 550 $14K
Carolinas Wealth Consulting LLC 0.00% No change 529 $14K
Clearstead Trust, LLC 0.00% No change 522 $14K
Crewe Advisors LLC 0.00% No change 516 $14K
Cranbrook Wealth Management, LLC 0.00% No change 509 $13K
POM Investment Strategies, LLC 0.01% No change 500 $13K
Richard W. Paul & Associates, LLC 0.00% New 500 $13K
Crews Bank & Trust 0.00% — 500 $13K
Aviso Financial Inc. 0.00% No change 500 $13K
Noble Wealth Management PBC 0.01% — 491 $13K
Broadwater Capital Management LLC 0.01% No change 481 $13K
SJS Investment Consulting Inc. 0.00% Reduce -25.7% 481 $13K
Johnson Financial Group, Inc. 0.00% No change 440 $13K
Atala Financial Inc 0.01% — 462 $12K
Washington Trust Advisors, Inc. 0.00% No change 450 $12K
Aspetuck Financial Management LLC 0.01% — 437 $12K
Quest 10 Wealth Builders, Inc. 0.01% — 430 $11K
Cassady Schiller Wealth Management, LLC 0.00% No change 428 $11K
MeadowBrook Investment Advisors LLC 0.01% Add +54.5% 425 $11K
Salem Investment Counselors Inc. 0.00% No change 420 $11K
HBC Financial Services, PLLC 0.01% No change 440 $11K
Westside Investment Management, Inc. 0.00% No change 400 $11K
MCF Advisors LLC 0.00% No change 392 $10K
Fairscale Capital, LLC 0.01% No change 390 $10K
Mattson Financial Services, LLC 0.00% New 334 $9K
Raleigh Capital Management Inc. 0.00% No change 356 $9K
Kentucky Trust Co 0.01% — 350 $9K
Delta Asset Management LLC 0.00% No change 330 $9K
Eastern Bank 0.00% No change 327 $9K
WealthTrak Capital Management LLC 0.01% — 314 $8K
Kessler Investment Group, LLC 0.00% No change 312 $8K
Atlatl Advisers LLC 0.00% — 300 $8K
Ridgewood Investments LLC 0.00% No change 300 $8K
Louisbourg Investments Inc. 0.00% Reduce -25.0% 300 $8K
REAP Financial Group, LLC 0.00% No change 300 $8K
Redwood Park Advisors LLC 0.01% — 250 $7K
Founders Capital Management 0.00% No change 240 $6K
Edmond DE Rothschild Holding S.A. 0.00% No change 200 $5K
Barrett & Company, Inc. 0.00% No change 200 $5K
Financial Perspectives, Inc 0.00% No change 200 $5K
Bellwether Advisors, LLC 0.00% New 200 $5K
Comprehensive Financial Planning, Inc. 0.00% — 190 $5K
Horrell Capital Management, Inc. 0.00% Reduce -89.3% 180 $5K
Medallion Wealth Advisors, LLC 0.00% — 174 $5K
Cedar Mountain Advisors, LLC 0.00% No change 170 $4K
Byrne Asset Management LLC 0.00% No change 160 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 160 $4K
Nvwm, LLC 0.00% New 155 $4K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 155 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 150 $4K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $4K
Grove Bank & Trust 0.00% No change 133 $4K
Measured Risk Portfolios, Inc. 0.00% — 130 $3K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 119 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 117 $3K
HM Payson & Co. 0.00% No change 116 $3K
Creative Capital Management Investments LLC 0.00% New 112 $3K
Christopher J. Hasenberg, Inc 0.00% No change 110 $3K
PFG Private Wealth Management, LLC 0.00% No change 100 $3K
Robinswood Financial LLC 0.00% No change 100 $3K
Wellington Shields & Co., LLC 0.00% No change 100 $3K
Princeton Global Asset Management LLC 0.00% No change 100 $3K
Hexagon Capital Partners LLC 0.00% Reduce -50.0% 100 $3K
CVA Family Office, LLC 0.00% No change 100 $3K
Legend Financial Advisors, Inc. 0.00% New 99 $3K
AllSquare Wealth Management LLC 0.00% No change 95 $3K
Park Square Financial Group, LLC 0.00% — 83 $2K
Anchor Investment Management, LLC 0.00% No change 80 $2K
New Millennium Group LLC 0.00% Reduce -57.2% 71 $2K
Cypress Capital Management LLC (WY) 0.00% No change 50 $1K
Schonfeld Strategic Advisors LLC 0.00% New 38 $1K
Murphy & Mullick Capital Management Corp 0.00% — 35 $922
Cape Investment Advisory, Inc. 0.00% No change 30 $790
Modus Advisors, LLC 0.00% New 23 $606
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 20 $527
Perritt Capital Management Inc 0.00% No change 20 $527
Horizon Investments, LLC 0.00% No change 16 $421
Prudent Man Investment Management, Inc. 0.00% — 10 $264
Lanark Financial, Inc. 0.02% — 7 $201
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $185
Wood Tarver Financial Group, LLC 0.00% — 18 $0

"% of holder's portfolio" is SLV's weight in each manager's 13F, not the share of iShares Silver Trust the manager owns.