IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Abbvie Inc (ABBV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares47,503,777 from 46,998,433
Change+505,344 (+1%)
Value$12.4B (+$598.8M)
Filed 2026-11-06
FMR LLC
DECREASED
Shares20,186,300 from 20,773,786
Change-587,486 (-3%)
Value$5.3B (+$53.0M)
Filed 2026-11-10
Bank of New York Mellon Corp
INCREASED
Shares15,028,012 from 12,853,368
Change+2,174,644 (+17%)
Value$3.9B (+$696.8M)
Filed 2026-11-05
Amundi
INCREASED
Shares11,720,448 from 10,039,289
Change+1,681,159 (+17%)
Value$3.1B (+$539.7M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares11,124,253 from 10,772,949
Change+351,304 (+3%)
Value$2.9B (+$199.1M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares10,063,539 from 9,497,970
Change+565,569 (+6%)
Value$2.6B (+$242.5M)
Filed 2026-11-06
Nuveen, LLC
INCREASED
Shares9,735,091 from 9,509,991
Change+225,100 (+2%)
Value$2.5B (+$153.5M)
Filed 2026-11-10
Dimensional Fund Advisors LP
DECREASED
Shares6,637,840 from 7,236,861
Change-599,021 (-8%)
Value$1.7B (-$84.6M)
Filed 2026-11-04
Mirabaud Asset Management Ltd
INCREASED
Shares6,200,000 from 11,588
Change+6,188,412 (+53404%)
Value$1.6B (+$1.6B)
Filed 2026-11-09
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares4,596,807 from 4,340,720
Change+256,087 (+6%)
Value$1.2B (+$110.2M)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares4,261,508 from 5,015,515
Change-754,007 (-15%)
Value$1.1B (-$147.3M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares4,142,781 from 4,096,323
Change+46,458 (+1%)
Value$1.1B (+$52.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares4,007,550 from 4,007,446
Change+104 (0%)
Value$1.0B (+$39.9M)
Filed 2026-11-06
Nordea Investment Management AB
DECREASED
Shares3,933,975 from 4,805,342
Change-871,367 (-18%)
Value$1.0B (-$169.3M)
Filed 2026-11-09
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares3,828,108 from 3,945,546
Change-117,438 (-3%)
Value$1.0B (+$8.5M)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED
Shares3,706,187 from 3,565,119
Change+141,068 (+4%)
Value$969.5M (+$72.4M)
Filed 2026-10-20
DekaBank Deutsche Girozentrale
INCREASED
Shares3,333,860 from 3,054,882
Change+278,978 (+9%)
Value$878.0M (+$877.4M)
Filed 2026-10-27
Bank of Montreal
DECREASED
Shares3,214,989 from 3,470,007
Change-255,018 (-7%)
Value$841.0M (-$32.2M)
Filed 2026-11-09
Bessemer Group Inc
INCREASED
Shares2,956,270 from 2,954,184
Change+2,086 (+0%)
Value$773.3M (+$29.9M)
Filed 2026-11-09
Swedbank AB
INCREASED
Shares2,917,506 from 2,634,628
Change+282,878 (+11%)
Value$763.2M (+$100.2M)
Filed 2026-10-27
Bahl & Gaynor LLC
INCREASED
Shares2,681,760 from 2,592,534
Change+89,226 (+3%)
Value$701.5M (+$49.1M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares2,667,878 from 2,684,208
Change-16,330 (-1%)
Value$697.9M (+$22.4M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares2,645,754 from 2,327,207
Change+318,547 (+14%)
Value$692.1M (+$106.5M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares2,579,510 from 2,519,569
Change+59,941 (+2%)
Value$674.8M (+$40.7M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares2,273,031 from 2,295,401
Change-22,370 (-1%)
Value$594.6M (+$17.0M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares2,119,554 from 2,151,394
Change-31,840 (-1%)
Value$554.5M (+$13.1M)
Filed 2026-11-05
Acadian Asset Management LLC
INCREASED
Shares2,027,797 from 1,901,997
Change+125,800 (+7%)
Value$530.4M (+$51.8M)
Filed 2026-11-09
Aberdeen Group plc
DECREASED
Shares2,013,792 from 2,052,285
Change-38,493 (-2%)
Value$526.8M (+$10.4M)
Filed 2026-11-06
HighTower Advisors, LLC
DECREASED
Shares1,958,587 from 1,967,343
Change-8,756 (0%)
Value$512.3M (+$17.3M)
Filed 2026-11-10
Assenagon Asset Management S.A.
DECREASED
Shares1,694,419 from 2,097,882
Change-403,463 (-19%)
Value$443.2M (-$84.7M)
Filed 2026-10-15
MacKenzie Financial Corp
DECREASED
Shares1,559,501 from 1,707,786
Change-148,285 (-9%)
Value$407.9M (-$21.8M)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares1,544,550 from 1,621,115
Change-76,565 (-5%)
Value$404.3M (-$4.3M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED
Shares1,414,037 from 1,515,159
Change-101,122 (-7%)
Value$370.6M (-$11.6M)
Filed 2026-11-06
Handelsbanken Fonder AB
INCREASED
Shares1,409,242 from 1,362,464
Change+46,778 (+3%)
Value$368.6M (+$25.8M)
Filed 2026-11-09
Cincinnati Insurance Co
UNCHANGED
Shares1,405,200 from 1,405,200
Change0 (0%)
Value$367.6M (+$14.0M)
Filed 2026-11-03
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED
Shares1,376,634 from 1,448,017
Change-71,383 (-5%)
Value$353.2M (-$5.1M)
Filed 2026-11-10
Alecta Tjanstepension Omsesidigt
DECREASED
Shares1,355,600 from 1,393,700
Change-38,100 (-3%)
Value$354.8M (+$4.7M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares1,322,977 from 1,366,818
Change-43,841 (-3%)
Value$346.1M (+$2.1M)
Filed 2026-10-22
Danske Bank A/S
DECREASED
Shares1,284,235 from 1,316,850
Change-32,615 (-2%)
Value$335.9M (+$4.6M)
Filed 2026-11-09
Blair William & Co
DECREASED
Shares1,276,464 from 1,287,857
Change-11,393 (-1%)
Value$333.9M (+$9.8M)
Filed 2026-11-10
Keybank National Association
INCREASED
Shares1,185,154 from 1,184,894
Change+260 (+0%)
Value$310.0M (+$11.9M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares1,182,059 from 1,126,243
Change+55,816 (+5%)
Value$309.2M (+$25.8M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares1,123,734 from 1,176,312
Change-52,578 (-4%)
Value$294.0M (-$2.0M)
Filed 2026-11-06
Storebrand Asset Management AS
INCREASED
Shares1,091,503 from 1,078,470
Change+13,033 (+1%)
Value$285.5M (+$14.1M)
Filed 2026-11-10
Guinness Asset Management LTD
DECREASED
Shares1,005,450 from 1,042,337
Change-36,887 (-4%)
Value$263.0M (+$1.8M)
Filed 2026-11-05
ProShare Advisors LLC
DECREASED
Shares942,552 from 1,073,381
Change-130,829 (-12%)
Value$246.6M (-$23.5M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares940,207 from 975,105
Change-34,898 (-4%)
Value$245.9M (+$573.4K)
Filed 2026-11-02
M&T Bank Corp
DECREASED
Shares929,741 from 947,647
Change-17,906 (-2%)
Value$243.2M (+$4.7M)
Filed 2026-11-10
Candriam S.C.A.
DECREASED
Shares895,789 from 1,164,745
Change-268,956 (-23%)
Value$235.2M (-$57.6M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares855,263 from 836,335
Change+18,928 (+2%)
Value$223.7M (+$13.3M)
Filed 2026-10-27
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares853,280 from 867,621
Change-14,341 (-2%)
Value$223.2M (+$4.9M)
Filed 2026-10-30
Vestor Capital, LLC
NEW
Shares803,636
Change+803,636
Value$38.9K
Filed 2026-11-04
Pictet Asset Management Holding SA
DECREASED
Shares788,026 from 909,328
Change-121,302 (-13%)
Value$206.1M (-$22.7M)
Filed 2026-11-03
Cardano Risk Management B.V.
INCREASED
Shares772,791 from 569,015
Change+203,776 (+36%)
Value$202.2M (+$59.0M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares763,184 from 576,543
Change+186,641 (+32%)
Value$180.2M (+$62.8M)
Filed 2026-10-13
King Luther Capital Management Corp
DECREASED
Shares754,463 from 774,352
Change-19,889 (-3%)
Value$197.4M (+$2.5M)
Filed 2026-11-05
Sepio Capital, LP
INCREASED
Shares749,451 from 130,177
Change+619,274 (+476%)
Value$196.0M (+$163.3M)
Filed 2026-10-22
FIL Ltd
INCREASED
Shares737,942 from 677,123
Change+60,819 (+9%)
Value$193.0M (+$22.6M)
Filed 2026-11-10
CIBC Asset Management Inc
DECREASED
Shares732,699 from 747,319
Change-14,620 (-2%)
Value$191.7M (+$3.6M)
Filed 2026-11-05
Hamlin Capital Management, LLC
DECREASED
Shares728,805 from 738,590
Change-9,785 (-1%)
Value$190.6M (+$4.8M)
Filed 2026-10-08
SEB Asset Management AB
DECREASED
Shares705,075 from 838,323
Change-133,248 (-16%)
Value$184.4M (-$26.5M)
Filed 2026-11-04
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares677,671 from 583,795
Change+93,876 (+16%)
Value$177.3M (+$30.4M)
Filed 2026-11-09
Strs Ohio
DECREASED
Shares672,482 from 705,293
Change-32,811 (-5%)
Value$175.9M (-$1.6M)
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares663,675 from 678,425
Change-14,750 (-2%)
Value$173.6M (+$2.9M)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED
Shares658,136 from 656,778
Change+1,358 (+0%)
Value$172.2M (+$6.9M)
Filed 2026-10-05
Great Lakes Advisors, LLC
INCREASED
Shares638,610 from 564,465
Change+74,145 (+13%)
Value$167.1M (+$25.0M)
Filed 2026-11-06
ABN Amro Investment Solutions
DECREASED
Shares625,941 from 649,098
Change-23,157 (-4%)
Value$163.7M (+$400.9K)
Filed 2026-10-21
Nykredit A/S
INCREASED
Shares623,539 from 596,240
Change+27,299 (+5%)
Value$163.1M (+$13.1M)
Filed 2026-11-06
Aegon Asset Management UK PLC
DECREASED
Shares609,145 from 680,730
Change-71,585 (-11%)
Value$159.3M (-$12.0M)
Filed 2026-11-04
KBC Group NV
DECREASED
Shares594,833 from 672,932
Change-78,099 (-12%)
Value$155.6M (-$13.7M)
Filed 2026-10-22
AGF Management LTD
DECREASED
Shares586,750 from 652,937
Change-66,187 (-10%)
Value$153.5M (-$10.8M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
DECREASED
Shares570,596 from 571,914
Change-1,318 (0%)
Value$149.3M (+$5.3M)
Filed 2026-11-05
Cincinnati Financial Corp
UNCHANGED
Shares566,800 from 566,800
Change0 (0%)
Value$148.3M (+$5.6M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares565,400 from 566,381
Change-981 (0%)
Value$147.9M (+$5.4M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares543,272 from 455,927
Change+87,345 (+19%)
Value$142.2M (+$27.2M)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares537,976 from 495,003
Change+42,973 (+9%)
Value$140.7M (+$16.2M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares522,459 from 515,359
Change+7,100 (+1%)
Value$136.7M (+$7.0M)
Filed 2026-10-08
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares513,338 from 543,225
Change-29,887 (-5%)
Value$134.3M (-$2.4M)
Filed 2026-10-15
Everett Harris & Co
DECREASED
Shares509,046 from 512,541
Change-3,495 (-1%)
Value$133.2M (+$4.2M)
Filed 2026-10-28
Czech National Bank
INCREASED
Shares507,735 from 502,897
Change+4,838 (+1%)
Value$132.8M (+$6.3M)
Filed 2026-10-13
Artemis Investment Management LLP
INCREASED
Shares497,086 from 482,591
Change+14,495 (+3%)
Value$130.0M (+$8.6M)
Filed 2026-10-08
Arizona State Retirement System
INCREASED
Shares494,323 from 490,797
Change+3,526 (+1%)
Value$129.3M (+$5.8M)
Filed 2026-11-03
Donaldson Capital Management, LLC
INCREASED
Shares490,134 from 485,608
Change+4,526 (+1%)
Value$128.2M (+$6.0M)
Filed 2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares488,725 from 461,450
Change+27,275 (+6%)
Value$127.0M (+$11.2M)
Filed 2026-11-04
Midwest Trust Co
DECREASED
Shares487,687 from 489,495
Change-1,808 (0%)
Value$127.6M (+$4.4M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares484,297 from 459,683
Change+24,614 (+5%)
Value$126.7M (+$11.0M)
Filed 2026-11-04
Banco Santander, S.A.
INCREASED
Shares473,135 from 186,053
Change+287,082 (+154%)
Value$123.8M (+$76.9M)
Filed 2026-11-10
Kestra Advisory Services, LLC
INCREASED
Shares472,246 from 426,678
Change+45,568 (+11%)
Value$123.5M (+$16.2M)
Filed 2026-11-02
M&G Plc
DECREASED
Shares467,539 from 579,447
Change-111,908 (-19%)
Value$122.5M (-$23.5M)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares465,844 from 485,528
Change-19,684 (-4%)
Value$121.9M (-$318.1K)
Filed 2026-10-20
Sanders Capital, LLC
DECREASED
Shares462,723 from 483,963
Change-21,240 (-4%)
Value$121.0M (-$740.7K)
Filed 2026-11-02
ING Groep NV
INCREASED
Shares462,718 from 452,394
Change+10,324 (+2%)
Value$121.0M (+$7.2M)
Filed 2026-11-10
AustralianSuper Pty Ltd
INCREASED
Shares456,407 from 426,658
Change+29,749 (+7%)
Value$119.4M (+$12.0M)
Filed 2026-11-10
UniSuper Management Pty Ltd
INCREASED
Shares456,240 from 369,817
Change+86,423 (+23%)
Value$119.3M (+$26.3M)
Filed 2026-10-26
Swiss Life Asset Management Ltd
DECREASED
Shares450,737 from 680,811
Change-230,074 (-34%)
Value$117.9M (-$53.4M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares444,008 from 452,408
Change-8,400 (-2%)
Value$116.1M (+$2.3M)
Filed 2026-10-27
Glenview Trust Co
DECREASED
Shares422,202 from 422,207
Change-5 (0%)
Value$110.4M (+$4.2M)
Filed 2026-10-28
IFM Investors Pty Ltd
INCREASED
Shares418,448 from 405,580
Change+12,868 (+3%)
Value$109.5M (+$7.4M)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares418,019 from 391,576
Change+26,443 (+7%)
Value$109.3M (+$10.8M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares406,639 from 399,893
Change+6,746 (+2%)
Value$106.4M (+$5.7M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares402,565 from 366,299
Change+36,266 (+10%)
Value$104.7M (+$12.8M)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares401,527 from 198,110
Change+203,417 (+103%)
Value$105.0M (+$55.2M)
Filed 2026-10-16
Raiffeisen Bank International AG
INCREASED
Shares390,862 from 379,931
Change+10,931 (+3%)
Value$102.9M (+$6.3M)
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares390,416 from 390,237
Change+179 (+0%)
Value$102.1M (+$3.9M)
Filed 2026-11-03
Berkshire Asset Management LLC
INCREASED
Shares381,521 from 381,518
Change+3 (0%)
Value$99.8M (+$3.8M)
Filed 2026-11-10
Daiwa Securities Group Inc.
DECREASED
Shares376,261 from 395,802
Change-19,541 (-5%)
Value$98.4M (-$1.2M)
Filed 2026-10-29
Banque Pictet & CIE SA
DECREASED
Shares375,536 from 409,324
Change-33,788 (-8%)
Value$98.2M (-$4.8M)
Filed 2026-10-16
Welch Group, LLC
INCREASED
Shares372,315 from 371,366
Change+949 (+0%)
Value$97.4M (+$3.9M)
Filed 2026-10-29
Retirement Systems of Alabama
DECREASED
Shares370,579 from 790,416
Change-419,837 (-53%)
Value$96.9M (-$102.0M)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares363,832 from 350,912
Change+12,920 (+4%)
Value$95.2M (+$6.9M)
Filed 2026-11-03
Mawer Investment Management Ltd.
DECREASED
Shares361,477 from 431,246
Change-69,769 (-16%)
Value$94.6M (-$14.0M)
Filed 2026-11-06
Achmea Investment Management B.V.
INCREASED
Shares359,368 from 327,773
Change+31,595 (+10%)
Value$94.1M (+$11.6M)
Filed 2026-10-30
Union Bancaire Privee, UBP SA
DECREASED
Shares356,903 from 370,591
Change-13,688 (-4%)
Value$88.1M (+$1.9M)
Filed 2026-11-04
Teachers Retirement System of the State of Kentucky
INCREASED
Shares343,501 from 318,801
Change+24,700 (+8%)
Value$89.9M (+$9.6M)
Filed 2026-11-10
Cullen T Bankers, Inc.
INCREASED
Shares342,796 from 341,851
Change+945 (+0%)
Value$89.7M (+$3.6M)
Filed 2026-10-28
Welch & Forbes LLC
DECREASED
Shares342,782 from 345,978
Change-3,196 (-1%)
Value$89.7M (+$2.6M)
Filed 2026-11-04
ZWJ Investment Counsel Inc
DECREASED
Shares334,519 from 341,420
Change-6,901 (-2%)
Value$87.5M (+$1.6M)
Filed 2026-10-15
J. Safra Sarasin Holding AG
DECREASED
Shares334,322 from 342,816
Change-8,494 (-2%)
Value$76.0M (-$1.4M)
Filed 2026-10-26
Bank Pictet & Cie (Europe) AG
DECREASED
Shares332,685 from 393,597
Change-60,912 (-15%)
Value$87.0M (-$12.0M)
Filed 2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares331,240 from 339,179
Change-7,939 (-2%)
Value$86.6M (+$1.3M)
Filed 2026-10-19
Neos Investment Management LLC
INCREASED
Shares330,937 from 286,410
Change+44,527 (+16%)
Value$86.6M (+$14.5M)
Filed 2026-11-04
Vaughan David Investments LLC
DECREASED
Shares326,568 from 330,587
Change-4,019 (-1%)
Value$85.4M (+$2.2M)
Filed 2026-11-05
BCV Asset Management Inc.
DECREASED
Shares326,431 from 328,038
Change-1,607 (0%)
Value$85.7M (+$2.1M)
Filed 2026-11-06
Capital Investment Advisors, LLC
DECREASED
Shares318,211 from 334,747
Change-16,536 (-5%)
Value$83.2M (-$995.1K)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares317,156 from 289,091
Change+28,065 (+10%)
Value$83.5M (+$10.0M)
Filed 2026-10-30
Todd Asset Management LLC
INCREASED
Shares315,176 from 282,442
Change+32,734 (+12%)
Value$82.4M (+$11.4M)
Filed 2026-10-27
Eastern Bank
DECREASED
Shares314,245 from 318,655
Change-4,410 (-1%)
Value$82.2M (+$2.0M)
Filed 2026-10-05
Amalgamated Bank
DECREASED
Shares308,595 from 316,843
Change-8,248 (-3%)
Value$80.7M (+$995.0K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares304,787 from 205,994
Change+98,793 (+48%)
Value$79.7M (+$28.2M)
Filed 2026-11-06
Miller Howard Investments Inc
DECREASED
Shares295,568 from 396,657
Change-101,089 (-25%)
Value$77.3M (-$22.5M)
Filed 2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares291,632 from 324,551
Change-32,919 (-10%)
Value$76.3M (-$5.4M)
Filed 2026-10-20
Gateway Investment Advisers LLC
DECREASED
Shares287,143 from 304,186
Change-17,043 (-6%)
Value$75.1M (-$1.4M)
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares285,797 from 283,274
Change+2,523 (+1%)
Value$74.8M (+$3.5M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares274,949 from 222,751
Change+52,198 (+23%)
Value$69.2M (+$13.1M)
Filed 2026-11-06
MV Capital Management, Inc.
INCREASED
Shares272,413 from 271,250
Change+1,163 (+0%)
Value$71.3M (+$3.0M)
Filed 2026-10-29
Compagnie Lombard Odier SCmA
DECREASED
Shares271,387 from 276,074
Change-4,687 (-2%)
Value$71.0M (+$1.5M)
Filed 2026-11-04
Americana Partners, LLC
INCREASED
Shares268,612 from 267,299
Change+1,313 (+0%)
Value$70.3M (+$3.0M)
Filed 2026-10-28
OP Asset Management Ltd
INCREASED
Shares266,605 from 197,569
Change+69,036 (+35%)
Value$69.7M (+$20.0M)
Filed 2026-11-05
Letko, Brosseau & Associates Inc
DECREASED
Shares264,679 from 270,009
Change-5,330 (-2%)
Value$69.2M (+$1.3M)
Filed 2026-11-06
OFI Invest Asset Management
DECREASED
Shares261,001 from 274,288
Change-13,287 (-5%)
Value$60.5M (-$264.6K)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares260,846 from 265,220
Change-4,374 (-2%)
Value$68.2M (+$1.5M)
Filed 2026-11-09
Natixis
DECREASED
Shares258,897 from 267,055
Change-8,158 (-3%)
Value$67.7M (+$523.1K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares255,285 from 243,700
Change+11,585 (+5%)
Value$66.8M (+$5.5M)
Filed 2026-10-28
New York Life Investment Management LLC
DECREASED
Shares245,798 from 246,242
Change-444 (0%)
Value$64.3M (+$2.3M)
Filed 2026-11-04
Cardinal Capital Management, Inc.
DECREASED
Shares245,195 from 273,719
Change-28,524 (-10%)
Value$64.1M (-$4.7M)
Filed 2026-10-16
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares244,444 from 562,561
Change-318,117 (-57%)
Value$63.9M (-$77.6M)
Filed 2026-11-09
State of Alaska, Department of Revenue
DECREASED
Shares226,864 from 232,583
Change-5,719 (-2%)
Value$59.3M (+$817.0K)
Filed 2026-10-15
SP Asset Management LLC
DECREASED
Shares225,066 from 227,799
Change-2,733 (-1%)
Value$58.9M (+$1.6M)
Filed 2026-11-05
Vest Financial, LLC
DECREASED
Shares224,688 from 268,319
Change-43,631 (-16%)
Value$58.8M (-$8.7M)
Filed 2026-10-21
Virginia Retirement Systems ET Al
DECREASED
Shares219,961 from 267,461
Change-47,500 (-18%)
Value$57.5M (-$9.8M)
Filed 2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares219,900 from 241,796
Change-21,896 (-9%)
Value$57.3M (-$3.3M)
Filed 2026-10-22
Oregon Public Employees Retirement Fund
INCREASED
Shares217,304 from 217,240
Change+64 (+0%)
Value$56.8M (+$2.2M)
Filed 2026-10-30
Central Trust Co
DECREASED
Shares211,905 from 215,195
Change-3,290 (-2%)
Value$55.4M (+$1.3M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
INCREASED
Shares210,990 from 208,716
Change+2,274 (+1%)
Value$55.2M (+$2.7M)
Filed 2026-10-15
Sapient Capital LLC
INCREASED
Shares210,256 from 196,236
Change+14,020 (+7%)
Value$55.0M (+$5.6M)
Filed 2026-10-08
Harbour Investments, Inc.
DECREASED
Shares210,059 from 221,662
Change-11,603 (-5%)
Value$54.9M (-$829.6K)
Filed 2026-11-09
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares207,937 from 208,949
Change-1,012 (0%)
Value$54.4M (+$1.9M)
Filed 2026-10-20
Wealthfront Advisers LLC
INCREASED
Shares201,052 from 190,484
Change+10,568 (+6%)
Value$52.6M (+$4.7M)
Filed 2026-11-09
ASR Vermogensbeheer N.V.
INCREASED
Shares200,907 from 194,041
Change+6,866 (+4%)
Value$52.6M (+$3.7M)
Filed 2026-10-16
Mutual of America Capital Management LLC
DECREASED
Shares199,799 from 201,432
Change-1,633 (-1%)
Value$52.3M (+$1.6M)
Filed 2026-10-23
Factory Mutual Insurance Co
INCREASED
Shares197,798 from 186,250
Change+11,548 (+6%)
Value$51.7M (+$4.9M)
Filed 2026-10-30
Argent Trust Co
DECREASED
Shares197,550 from 198,148
Change-598 (0%)
Value$51.7M (+$1.8M)
Filed 2026-11-09
Citizens Financial Group Inc
DECREASED
Shares196,701 from 200,168
Change-3,467 (-2%)
Value$51.5M (+$1.1M)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares196,219 from 202,369
Change-6,150 (-3%)
Value$51.3M (+$404.7K)
Filed 2026-10-22
Bokf, NA
DECREASED
Shares194,835 from 194,942
Change-107 (0%)
Value$51.0M (+$1.9M)
Filed 2026-10-27
Atwood & Palmer Inc
DECREASED
Shares194,803 from 195,763
Change-960 (0%)
Value$51.0M (+$1.7M)
Filed 2026-10-08
Dana Investment Advisors, Inc.
INCREASED
Shares188,406 from 157,662
Change+30,744 (+20%)
Value$49.3M (+$9.6M)
Filed 2026-11-06
Scotia Capital Inc.
DECREASED
Shares187,361 from 187,501
Change-140 (0%)
Value$49.0M (+$1.8M)
Filed 2026-11-10
Meyer Handelman Co
INCREASED
Shares187,198 from 183,536
Change+3,662 (+2%)
Value$49.0M (+$2.8M)
Filed 2026-10-28
Oppenheimer Asset Management Inc.
INCREASED
Shares186,951 from 177,881
Change+9,070 (+5%)
Value$48.9M (+$4.1M)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares184,831 from 186,566
Change-1,735 (-1%)
Value$48.3M (+$1.4M)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
DECREASED
Shares184,157 from 199,380
Change-15,223 (-8%)
Value$48.2M (-$1.9M)
Filed 2026-10-09
Bridges Investment Management Inc
DECREASED
Shares181,902 from 193,443
Change-11,541 (-6%)
Value$47.6M (-$1.1M)
Filed 2026-11-10
Carnegie Investment Counsel
DECREASED
Shares181,501 from 182,419
Change-918 (0%)
Value$45.2M (+$1.5M)
Filed 2026-10-20
Verity & Verity, LLC
DECREASED
Shares178,347 from 178,972
Change-625 (0%)
Value$46.7M (+$1.6M)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares176,114 from 161,999
Change+14,115 (+9%)
Value$46.1M (+$5.3M)
Filed 2026-10-26
Marble Harbor Investment Counsel, LLC
DECREASED
Shares175,944 from 177,429
Change-1,485 (-1%)
Value$46.0M (+$1.4M)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares174,968 from 191,426
Change-16,458 (-9%)
Value$45.8M (-$2.4M)
Filed 2026-10-14
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares173,972 from 168,964
Change+5,008 (+3%)
Value$45.5M (+$3.0M)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares173,709 from 180,625
Change-6,916 (-4%)
Value$45.4M (-$12.0K)
Filed 2026-11-06
LBP AM SA
DECREASED
Shares173,621 from 283,892
Change-110,271 (-39%)
Value$45.4M (-$26.0M)
Filed 2026-11-06
Franklin Street Advisors Inc
DECREASED
Shares173,141 from 181,638
Change-8,497 (-5%)
Value$45.3M (-$415.4K)
Filed 2026-10-13
LVM Capital Management LTD
DECREASED
Shares171,995 from 172,974
Change-979 (-1%)
Value$45.0M (+$1.5M)
Filed 2026-10-20
Adams Diversified Equity Fund, Inc.
DECREASED
Shares170,300 from 172,800
Change-2,500 (-1%)
Value$44.5M (+$1.1M)
Filed 2026-10-21
Adell Harriman & Carpenter Inc
DECREASED
Shares170,186 from 170,667
Change-481 (0%)
Value$44.5M (+$1.6M)
Filed 2026-11-02
Squarepoint Ops LLC
INCREASED
Shares169,691 from 91,950
Change+77,741 (+85%)
Value$44.4M (+$21.3M)
Filed 2026-11-09
Sterling Capital Management LLC
DECREASED
Shares169,132 from 178,425
Change-9,293 (-5%)
Value$44.2M (-$655.8K)
Filed 2026-10-22
Waycross Partners, LLC
INCREASED
Shares168,170 from 167,931
Change+239 (+0%)
Value$44.0M (+$1.7M)
Filed 2026-11-03
Illinois Municipal Retirement Fund
DECREASED
Shares167,335 from 179,402
Change-12,067 (-7%)
Value$43.8M (-$1.4M)
Filed 2026-11-05
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares165,770 from 167,270
Change-1,500 (-1%)
Value$43.4M (+$1.3M)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares165,304 from 158,806
Change+6,498 (+4%)
Value$43.2M (+$3.3M)
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares163,875 from 159,074
Change+4,801 (+3%)
Value$42.9M (+$2.8M)
Filed 2026-11-03
NFJ Investment Group, LLC
DECREASED
Shares161,282 from 165,850
Change-4,568 (-3%)
Value$42.2M (+$455.3K)
Filed 2026-11-09
Mesirow Financial Investment Management, Inc.
INCREASED
Shares160,933 from 158,995
Change+1,938 (+1%)
Value$42.1M (+$2.1M)
Filed 2026-11-05
Trust Co of Vermont
DECREASED
Shares160,893 from 162,450
Change-1,557 (-1%)
Value$42.1M (+$1.2M)
Filed 2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares160,675 from 160,675
Change0 (0%)
Value$42.0M (+$1.6M)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares160,181 from 154,317
Change+5,864 (+4%)
Value$41.9M (+$3.1M)
Filed 2026-10-15
Patten & Patten Inc
DECREASED
Shares158,719 from 161,030
Change-2,311 (-1%)
Value$41.5M (+$997.8K)
Filed 2026-10-26
Alps Advisors Inc
INCREASED
Shares158,572 from 146,723
Change+11,849 (+8%)
Value$41.5M (+$4.6M)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares156,714 from 5,312
Change+151,402 (+2850%)
Value$41.0M (+$39.7M)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares155,837 from 164,347
Change-8,510 (-5%)
Value$40.8M (-$590.9K)
Filed 2026-10-05
Campbell Newman Asset Management Inc
INCREASED
Shares155,408 from 154,908
Change+500 (+0%)
Value$40.7M (+$1.7M)
Filed 2026-10-22
Conning Inc.
DECREASED
Shares155,344 from 173,581
Change-18,237 (-11%)
Value$40.6M (-$3.0M)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares152,446 from 142,911
Change+9,535 (+7%)
Value$39.9M (+$3.9M)
Filed 2026-10-23
Cornerstone Capital, Inc.
DECREASED
Shares151,329 from 154,756
Change-3,427 (-2%)
Value$39.6M (+$643.4K)
Filed 2026-11-10
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares148,543 from 157,348
Change-8,805 (-6%)
Value$38.9M (-$737.7K)
Filed 2026-10-30
Jupiter Asset Management LTD
DECREASED
Shares148,389 from 510,735
Change-362,346 (-71%)
Value$38.8M (-$89.7M)
Filed 2026-11-10
Concurrent Investment Advisors, LLC
DECREASED
Shares148,161 from 160,023
Change-11,862 (-7%)
Value$38.8M (-$1.5M)
Filed 2026-10-16
Aviance Capital Partners, LLC
INCREASED
Shares147,345 from 147,328
Change+17 (+0%)
Value$38.5M (+$1.5M)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares146,209 from 130,459
Change+15,750 (+12%)
Value$38.2M (+$5.4M)
Filed 2026-11-04
Apollon Wealth Management, LLC
INCREASED
Shares145,103 from 122,381
Change+22,722 (+19%)
Value$38.0M (+$7.2M)
Filed 2026-10-23
Mizuho Securities USA LLC
INCREASED
Shares144,268 from 138,320
Change+5,948 (+4%)
Value$37.0M (+$2.2M)
Filed 2026-11-09
Vise Technologies, Inc.
INCREASED
Shares143,948 from 118,244
Change+25,704 (+22%)
Value$37.7M (+$7.9M)
Filed 2026-10-29
Clifford Swan Investment Counsel LLC
DECREASED
Shares143,889 from 145,173
Change-1,284 (-1%)
Value$37.6M (+$1.1M)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
INCREASED
Shares142,891 from 129,445
Change+13,446 (+10%)
Value$37.4M (+$4.8M)
Filed 2026-10-21
Kanawha Capital Management LLC
INCREASED
Shares142,364 from 141,643
Change+721 (+1%)
Value$37.2M (+$1.6M)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares141,048 from 137,211
Change+3,837 (+3%)
Value$36.9M (+$2.4M)
Filed 2026-10-16
Marco Investment Management LLC
DECREASED
Shares139,064 from 139,569
Change-505 (0%)
Value$36.4M (+$1.3M)
Filed 2026-11-09
Philadelphia Trust Co
DECREASED
Shares138,899 from 150,654
Change-11,755 (-8%)
Value$36.3M (-$1.6M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares137,689 from 123,655
Change+14,034 (+11%)
Value$36.0M (+$4.9M)
Filed 2026-10-21
Gulf International Bank (UK) Ltd
UNCHANGED
Shares137,221 from 137,221
Change0 (0%)
Value$35.9M (+$1.4M)
Filed 2026-10-20
Private Wealth Partners, LLC
DECREASED
Shares136,374 from 136,981
Change-607 (0%)
Value$35.7M (+$1.2M)
Filed 2026-10-22
Tctc Holdings, LLC
DECREASED
Shares133,920 from 134,017
Change-97 (0%)
Value$35.0M (+$1.3M)
Filed 2026-11-02
Mizuho Markets Cayman LP
NEW
Shares133,558
Change+133,558
Value$34.9M
Filed 2026-11-09
Salem Investment Counselors Inc
INCREASED
Shares133,470 from 132,322
Change+1,148 (+1%)
Value$34.9M (+$1.6M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares132,821 from 119,959
Change+12,862 (+11%)
Value$34.7M (+$4.6M)
Filed 2026-10-08
Talbot Financial, LLC
INCREASED
Shares132,343 from 131,696
Change+647 (+0%)
Value$34.6M (+$1.5M)
Filed 2026-10-19
Lmcg Investments, LLC
DECREASED
Shares132,173 from 139,806
Change-7,633 (-5%)
Value$34.6M (-$605.7K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
INCREASED
Shares131,688 from 105,544
Change+26,144 (+25%)
Value$34.4M (+$7.9M)
Filed 2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares131,410 from 155,208
Change-23,798 (-15%)
Value$34.4M (-$4.7M)
Filed 2026-10-22
UMB Bank, n.a.
INCREASED
Shares130,924 from 120,590
Change+10,334 (+9%)
Value$34.2M (+$3.9M)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares128,461 from 135,146
Change-6,685 (-5%)
Value$33.6M (-$404.2K)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares127,179 from 124,737
Change+2,442 (+2%)
Value$33.3M (+$1.9M)
Filed 2026-11-09
Crestwood Advisors Group, LLC
INCREASED
Shares125,133 from 122,966
Change+2,167 (+2%)
Value$32.7M (+$1.8M)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares124,698 from 128,509
Change-3,811 (-3%)
Value$32.6M (+$281.8K)
Filed 2026-10-20
Romano Brothers and Company
DECREASED
Shares121,072 from 123,458
Change-2,386 (-2%)
Value$31.7M (+$604.2K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares120,995 from 134,486
Change-13,491 (-10%)
Value$31.7M (-$2.2M)
Filed 2026-10-23
First American Bank
DECREASED
Shares118,731 from 119,744
Change-1,013 (-1%)
Value$31.1M (+$926.5K)
Filed 2026-10-27
Cornerstone Advisors, LLC
UNCHANGED
Shares115,825 from 115,825
Change0 (0%)
Value$30.3M (+$1.2M)
Filed 2026-11-06
Stack Financial Management, Inc
DECREASED
Shares115,388 from 115,754
Change-366 (0%)
Value$30.2M (+$1.1M)
Filed 2026-11-02
Old National Bancorp
DECREASED
Shares114,690 from 126,179
Change-11,489 (-9%)
Value$30.0M (-$1.7M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares113,607 from 108,652
Change+4,955 (+5%)
Value$29.7M (+$2.4M)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares113,422 from 105,320
Change+8,102 (+8%)
Value$29.7M (+$3.2M)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares113,010 from 114,011
Change-1,001 (-1%)
Value$29.6M (+$872.7K)
Filed 2026-10-28
Synergy Asset Management, LLC
DECREASED
Shares112,778 from 180,179
Change-67,401 (-37%)
Value$29.5M (-$15.8M)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares111,236 from 111,021
Change+215 (+0%)
Value$29.1M (+$1.2M)
Filed 2026-11-06
Cypress Capital Group
DECREASED
Shares110,774 from 111,026
Change-252 (0%)
Value$29.0M (+$1.0M)
Filed 2026-11-03
Letson Investment Management, Inc.
DECREASED
Shares110,305 from 110,947
Change-642 (-1%)
Value$28.9M (+$936.1K)
Filed 2026-11-05
Viking Fund Management LLC
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$28.8M (+$1.1M)
Filed 2026-10-14
Fisher Funds Management LTD
INCREASED
Shares108,940 from 99,740
Change+9,200 (+9%)
Value$28.5M (+$3.4M)
Filed 2026-10-13
Maryland State Retirement & Pension System
INCREASED
Shares108,184 from 95,359
Change+12,825 (+13%)
Value$28.3M (+$4.3M)
Filed 2026-11-05
PDS Planning, Inc
DECREASED
Shares107,947 from 108,761
Change-814 (-1%)
Value$28.2M (+$869.3K)
Filed 2026-11-03
Violich Capital Management, Inc.
DECREASED
Shares107,254 from 109,254
Change-2,000 (-2%)
Value$28.1M (+$563.9K)
Filed 2026-10-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares104,631 from 103,634
Change+997 (+1%)
Value$27.4M (+$1.3M)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED
Shares103,099 from 90,294
Change+12,805 (+14%)
Value$27.0M (+$4.2M)
Filed 2026-10-21
Westchester Capital Management, Inc.
DECREASED
Shares102,053 from 102,641
Change-588 (-1%)
Value$26.7M (+$867.5K)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares101,828 from 98,903
Change+2,925 (+3%)
Value$26.6M (+$1.7M)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares101,592 from 100,564
Change+1,028 (+1%)
Value$27.7M (+$2.5M)
Filed 2026-10-13
Global X Japan Co., Ltd.
DECREASED
Shares100,578 from 119,340
Change-18,762 (-16%)
Value$26.3M (-$3.7M)
Filed 2026-10-21
Parsons Capital Management Inc
INCREASED
Shares100,180 from 99,302
Change+878 (+1%)
Value$26.2M (+$1.2M)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares99,828 from 100,846
Change-1,018 (-1%)
Value$26.1M (+$737.0K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares98,943 from 96,903
Change+2,040 (+2%)
Value$27.0M (+$2.6M)
Filed 2026-10-09
Park National Corp
DECREASED
Shares96,512 from 103,283
Change-6,771 (-7%)
Value$25.2M (-$743.5K)
Filed 2026-10-05
BAR Harbor Wealth Management
INCREASED
Shares95,081 from 94,999
Change+82 (+0%)
Value$24.9M (+$966.7K)
Filed 2026-10-21
Hartford Investment Management Co
DECREASED
Shares94,578 from 97,628
Change-3,050 (-3%)
Value$24.7M (+$173.5K)
Filed 2026-11-04
Asset Advisors Investment Management, LLC
DECREASED
Shares94,402 from 94,611
Change-209 (0%)
Value$24.7M (+$886.7K)
Filed 2026-10-19
Wendell David Associates Inc
DECREASED
Shares94,038 from 96,228
Change-2,190 (-2%)
Value$24.6M (+$384.0K)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares93,671 from 111,476
Change-17,805 (-16%)
Value$24.5M (-$3.5M)
Filed 2026-10-22
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares93,612 from 93,612
Change0 (0%)
Value$24.5M (+$931.4K)
Filed 2026-11-09
Foster Victor Wealth Advisors, LLC
DECREASED
Shares93,547 from 93,625
Change-78 (0%)
Value$26.4M (+$3.5M)
Filed 2026-10-21
Heritage Trust Co
DECREASED
Shares93,034 from 94,857
Change-1,823 (-2%)
Value$24.3M (+$467.0K)
Filed 2026-11-09
Ethic Inc.
INCREASED
Shares92,697 from 83,563
Change+9,134 (+11%)
Value$24.2M (+$3.2M)
Filed 2026-11-03
Intact Investment Management Inc.
DECREASED
Shares92,590 from 95,230
Change-2,640 (-3%)
Value$24.2M (+$256.9K)
Filed 2026-11-03
Woodstock Corp
DECREASED
Shares92,543 from 92,705
Change-162 (0%)
Value$24.2M (+$880.1K)
Filed 2026-10-13
Canal Insurance Co
UNCHANGED
Shares92,500 from 92,500
Change0 (0%)
Value$24.2M (+$920.0K)
Filed 2026-10-20
Gryphon Financial Partners LLC
INCREASED
Shares92,160 from 91,741
Change+419 (+0%)
Value$24.1M (+$1.0M)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED
Shares91,071 from 92,097
Change-1,026 (-1%)
Value$23.8M (+$653.5K)
Filed 2026-11-05
Fidelity National Financial, Inc.
UNCHANGED
Shares90,400 from 90,400
Change0 (0%)
Value$23.6M (+$899.5K)
Filed 2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares89,335 from 77,661
Change+11,674 (+15%)
Value$23.4M (+$3.8M)
Filed 2026-10-26
Neville Rodie & Shaw Inc
INCREASED
Shares89,100 from 88,895
Change+205 (+0%)
Value$23.3M (+$939.0K)
Filed 2026-10-05
Generali Asset Management SPA SGR
INCREASED
Shares88,575 from 81,938
Change+6,637 (+8%)
Value$23.2M (+$2.6M)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares88,575 from 91,033
Change-2,458 (-3%)
Value$23.2M (+$263.0K)
Filed 2026-10-22
New Mexico Educational Retirement Board
UNCHANGED
Shares87,955 from 87,955
Change0 (0%)
Value$23.0M (+$875.0K)
Filed 2026-11-05
Braun Stacey Associates Inc
INCREASED
Shares87,849 from 87,528
Change+321 (+0%)
Value$23.0M (+$954.9K)
Filed 2026-10-19
Louisiana State Employees Retirement System
DECREASED
Shares86,900 from 90,300
Change-3,400 (-4%)
Value$22.7M (+$9.1K)
Filed 2026-10-20
CWA Asset Management Group, LLC
INCREASED
Shares86,568 from 86,259
Change+309 (+0%)
Value$22.6M (+$939.2K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
INCREASED
Shares86,182 from 85,666
Change+516 (+1%)
Value$22.5M (+$987.4K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares86,139 from 81,682
Change+4,457 (+5%)
Value$22.5M (+$2.0M)
Filed 2026-10-23
Anchor Investment Management, LLC
DECREASED
Shares86,024 from 86,246
Change-222 (0%)
Value$22.5M (+$800.0K)
Filed 2026-11-10
Modera Wealth Management, LLC
INCREASED
Shares85,867 from 78,277
Change+7,590 (+10%)
Value$22.5M (+$2.8M)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares85,034 from 88,306
Change-3,272 (-4%)
Value$22.2M (+$23.0K)
Filed 2026-10-22
Baker Avenue Asset Management, LP
DECREASED
Shares84,102 from 85,535
Change-1,433 (-2%)
Value$22.0M (+$476.0K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED
Shares83,931 from 84,475
Change-544 (-1%)
Value$22.0M (+$698.1K)
Filed 2026-10-13
Torray Investment Partners LLC
INCREASED
Shares83,376 from 82,602
Change+774 (+1%)
Value$21.8M (+$1.0M)
Filed 2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares82,332 from 82,209
Change+123 (+0%)
Value$21.5M (+$850.2K)
Filed 2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares81,406 from 81,986
Change-580 (-1%)
Value$21.3M (+$664.0K)
Filed 2026-10-08
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares80,383 from 80,375
Change+8 (+0%)
Value$21.0M (+$801.8K)
Filed 2026-11-02
Culbertson A N & Co Inc
INCREASED
Shares80,311 from 80,166
Change+145 (+0%)
Value$21.0M (+$835.6K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares80,071 from 77,358
Change+2,713 (+4%)
Value$20.9M (+$1.5M)
Filed 2026-11-05
Eagle Global Advisors LLC
INCREASED
Shares79,602 from 79,227
Change+375 (+0%)
Value$20.8M (+$886.4K)
Filed 2026-11-02
Gradient Investments LLC
INCREASED
Shares79,282 from 77,648
Change+1,634 (+2%)
Value$20.7M (+$1.2M)
Filed 2026-10-08
SouthState Bank Corp
DECREASED
Shares78,048 from 78,199
Change-151 (0%)
Value$20.4M (+$738.6K)
Filed 2026-11-09
Bellecapital International Ltd.
INCREASED
Shares77,351 from 75,615
Change+1,736 (+2%)
Value$20.2M (+$1.2M)
Filed 2026-10-21
Great Valley Advisor Group, Inc.
DECREASED
Shares77,245 from 77,720
Change-475 (-1%)
Value$20.2M (+$648.7K)
Filed 2026-11-09
Griffin Asset Management, Inc.
DECREASED
Shares76,961 from 78,095
Change-1,134 (-1%)
Value$20.1M (+$480.5K)
Filed 2026-10-22
Harvey Investment Co LLC
UNCHANGED
Shares76,719 from 76,719
Change0 (0%)
Value$20.1M (+$763.0K)
Filed 2026-10-20
BLB&B Advisors, LLC
DECREASED
Shares76,638 from 80,824
Change-4,186 (-5%)
Value$20.0M (-$290.9K)
Filed 2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED
Shares76,486 from 76,014
Change+472 (+1%)
Value$20.0M (+$879.8K)
Filed 2026-11-03
Sky Investment Group LLC
INCREASED
Shares76,449 from 40,786
Change+35,663 (+87%)
Value$20.0M (+$9.7M)
Filed 2026-10-30
Godsey & Gibb, Inc
INCREASED
Shares75,881 from 74,257
Change+1,624 (+2%)
Value$19.8M (+$1.2M)
Filed 2026-10-14
Leavell Investment Management, Inc.
INCREASED
Shares75,632 from 74,935
Change+697 (+1%)
Value$19.8M (+$928.2K)
Filed 2026-11-09
Busey Bank
INCREASED
Shares75,203 from 74,669
Change+534 (+1%)
Value$19.7M (+$882.6K)
Filed 2026-10-26
KCM Investment Advisors LLC
DECREASED
Shares75,133 from 76,198
Change-1,065 (-1%)
Value$19.7M (+$479.7K)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares75,060 from 68,002
Change+7,058 (+10%)
Value$19.6M (+$2.5M)
Filed 2026-10-08
Coldstream Capital Management Inc
INCREASED
Shares74,358 from 73,209
Change+1,149 (+2%)
Value$19.5M (+$1.0M)
Filed 2026-11-09
North Star Investment Management Corp.
INCREASED
Shares73,872 from 73,803
Change+69 (+0%)
Value$19.3M (+$752.4K)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares73,227 from 73,329
Change-102 (0%)
Value$19.2M (+$702.9K)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
INCREASED
Shares73,182 from 72,568
Change+614 (+1%)
Value$19.1M (+$882.5K)
Filed 2026-11-02
Penobscot Investment Management Company, Inc.
DECREASED
Shares73,083 from 77,452
Change-4,369 (-6%)
Value$19.1M (-$372.2K)
Filed 2026-10-26
Payden & Rygel
DECREASED
Shares73,050 from 73,250
Change-200 (0%)
Value$19.1M (+$676.0K)
Filed 2026-10-28
Anchor Capital Advisors LLC
INCREASED
Shares72,630 from 60,716
Change+11,914 (+20%)
Value$19.0M (+$3.7M)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares72,622 from 73,916
Change-1,294 (-2%)
Value$19.0M (+$397.0K)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares72,613 from 72,344
Change+269 (+0%)
Value$19.0M (+$790.1K)
Filed 2026-10-29
Middleton & Co Inc
DECREASED
Shares72,606 from 75,213
Change-2,607 (-3%)
Value$19.0M (+$66.4K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares72,593 from 72,676
Change-83 (0%)
Value$19.0M (+$701.2K)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares72,426 from 72,426
Change0 (0%)
Value$18.9M (+$721.0K)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares72,406 from 77,067
Change-4,661 (-6%)
Value$18.9M (-$452.1K)
Filed 2026-10-07
Cullinan Associates Inc
INCREASED
Shares72,341 from 68,800
Change+3,541 (+5%)
Value$18.9M (+$1.6M)
Filed 2026-11-03
Freestone Capital Holdings, LLC
INCREASED
Shares71,740 from 65,869
Change+5,871 (+9%)
Value$18.8M (+$2.2M)
Filed 2026-11-09
Genus Capital Management Inc.
INCREASED
Shares71,654 from 26,668
Change+44,986 (+169%)
Value$18.7M (+$12.0M)
Filed 2026-11-04
First National Trust Co
DECREASED
Shares71,445 from 74,068
Change-2,623 (-4%)
Value$18.7M (+$50.8K)
Filed 2026-10-28
Moors & Cabot, Inc.
INCREASED
Shares71,233 from 70,717
Change+516 (+1%)
Value$18.6M (+$838.5K)
Filed 2026-11-06
Pine Valley Investments Ltd Liability Co
DECREASED
Shares71,193 from 72,077
Change-884 (-1%)
Value$18.6M (+$485.9K)
Filed 2026-11-09
Mirador Capital Partners LP
INCREASED
Shares70,834 from 68,762
Change+2,072 (+3%)
Value$18.5M (+$1.2M)
Filed 2026-10-09
Canada Post Corp Registered Pension Plan
INCREASED
Shares69,590 from 60,412
Change+9,178 (+15%)
Value$18.3M (+$3.1M)
Filed 2026-11-09
LaFleur & Godfrey LLC
DECREASED
Shares69,574 from 73,119
Change-3,545 (-5%)
Value$18.2M (-$199.9K)
Filed 2026-10-27
Linscomb Wealth, Inc.
DECREASED
Shares69,511 from 70,722
Change-1,211 (-2%)
Value$18.2M (+$386.9K)
Filed 2026-11-05
EagleClaw Capital Managment, LLC
DECREASED
Shares68,965 from 71,774
Change-2,809 (-4%)
Value$18.0M (-$20.7K)
Filed 2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED
Shares68,773 from 65,800
Change+2,973 (+5%)
Value$18.0M (+$1.4M)
Filed 2026-10-26
Lynch & Associates
DECREASED
Shares68,439 from 69,077
Change-638 (-1%)
Value$17.9M (+$520.4K)
Filed 2026-10-13
Advocate Group LLC
DECREASED
Shares67,923 from 75,067
Change-7,144 (-10%)
Value$17.8M (-$1.1M)
Filed 2026-10-19
Fishman JAY A LTD
DECREASED
Shares67,705 from 67,770
Change-65 (0%)
Value$17.7M (+$657.3K)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares66,959 from 73,057
Change-6,098 (-8%)
Value$17.5M (-$868.3K)
Filed 2026-10-22
Isthmus Partners, LLC
DECREASED
Shares66,648 from 67,124
Change-476 (-1%)
Value$17.4M (+$543.4K)
Filed 2026-10-21
Polaris Capital Management, LLC
DECREASED
Shares66,394 from 71,264
Change-4,870 (-7%)
Value$17.4M (-$564.9K)
Filed 2026-10-21
Diversify Wealth Management, LLC
INCREASED
Shares65,899 from 64,821
Change+1,078 (+2%)
Value$18.7M (+$2.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares65,899 from 64,821
Change+1,078 (+2%)
Value$18.7M (+$2.0M)
Filed 2026-10-20
Tema Etfs LLC
INCREASED
Shares65,458 from 61,759
Change+3,699 (+6%)
Value$17.1M (+$1.6M)
Filed 2026-10-16
Duncker Streett & Co Inc
DECREASED
Shares65,204 from 65,323
Change-119 (0%)
Value$17.1M (+$618.8K)
Filed 2026-10-27
Heritage Investors Management Corp
DECREASED
Shares65,188 from 66,424
Change-1,236 (-2%)
Value$17.1M (+$338.0K)
Filed 2026-10-29
Channing Capital Management, LLC
INCREASED
Shares65,065 from 64,578
Change+487 (+1%)
Value$17.0M (+$769.9K)
Filed 2026-11-02
Simplify Asset Management Inc.
DECREASED
Shares64,262 from 64,461
Change-199 (0%)
Value$16.8M (+$589.3K)
Filed 2026-10-27
Ascent Wealth Partners, LLC
DECREASED
Shares64,184 from 64,219
Change-35 (0%)
Value$16.8M (+$629.8K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares63,926 from 63,757
Change+169 (+0%)
Value$16.7M (+$678.5K)
Filed 2026-10-16
Toth Financial Advisory Corp
INCREASED
Shares63,883 from 59,705
Change+4,178 (+7%)
Value$16.7M (+$1.7M)
Filed 2026-10-08
Ibex Wealth Advisors
INCREASED
Shares63,744 from 63,424
Change+320 (+1%)
Value$16.7M (+$714.9K)
Filed 2026-11-06
E. Ohman J:or Asset Management AB
INCREASED
Shares63,662 from 62,362
Change+1,300 (+2%)
Value$16.7M (+$960.6K)
Filed 2026-10-22
Plato Investment Management Ltd
INCREASED
Shares62,766 from 61,586
Change+1,180 (+2%)
Value$16.5M (+$1.1M)
Filed 2026-11-05
Lowe Brockenbrough & Co Inc
INCREASED
Shares62,552 from 29,181
Change+33,371 (+114%)
Value$16.4M (+$9.0M)
Filed 2026-11-09
Goelzer Investment Management, Inc.
DECREASED
Shares62,366 from 62,744
Change-378 (-1%)
Value$16.3M (+$525.4K)
Filed 2026-10-16
Tectonic Advisors LLC
DECREASED
Shares62,352 from 62,682
Change-330 (-1%)
Value$16.3M (+$537.3K)
Filed 2026-10-22
Adams Asset Advisors, LLC
DECREASED
Shares62,331 from 62,912
Change-581 (-1%)
Value$16.3M (+$474.0K)
Filed 2026-10-08
Palisade Asset Management, LLC
DECREASED
Shares62,109 from 62,276
Change-167 (0%)
Value$16.2M (+$576.0K)
Filed 2026-11-03
Oak Grove Capital LLC
INCREASED
Shares61,750 from 44,750
Change+17,000 (+38%)
Value$16.2M (+$4.9M)
Filed 2026-10-09
Chicago Partners Investment Group LLC
INCREASED
Shares61,459 from 59,244
Change+2,215 (+4%)
Value$17.6M (+$2.3M)
Filed 2026-10-27
Jamison Private Wealth Management, Inc.
INCREASED
Shares61,433 from 60,804
Change+629 (+1%)
Value$16.1M (+$769.5K)
Filed 2026-10-14
Diversified Trust Co
DECREASED
Shares61,257 from 68,165
Change-6,908 (-10%)
Value$16.0M (-$1.1M)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
DECREASED
Shares61,075 from 61,728
Change-653 (-1%)
Value$16.0M (+$443.3K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares60,877 from 49,487
Change+11,390 (+23%)
Value$15.9M (+$3.5M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares60,697 from 63,078
Change-2,381 (-4%)
Value$15.9M (+$4.6K)
Filed 2026-10-14
Jacobs & Co
DECREASED
Shares60,388 from 61,621
Change-1,233 (-2%)
Value$15.8M (+$290.0K)
Filed 2026-10-09
American Assets Investment Management, LLC
UNCHANGED
Shares60,294 from 60,294
Change0 (0%)
Value$15.8M (+$599.9K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
INCREASED
Shares60,278 from 58,816
Change+1,462 (+2%)
Value$15.8M (+$967.7K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares60,079 from 61,376
Change-1,297 (-2%)
Value$15.7M (+$271.5K)
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares60,041 from 60,700
Change-659 (-1%)
Value$15.7M (+$431.6K)
Filed 2026-10-29
Visionary Wealth Advisors
INCREASED
Shares60,011 from 59,531
Change+480 (+1%)
Value$15.7M (+$717.8K)
Filed 2026-11-04
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares59,950 from 42,080
Change+17,870 (+42%)
Value$15.7M (+$5.1M)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares59,192 from 56,627
Change+2,565 (+5%)
Value$15.5M (+$1.2M)
Filed 2026-10-23
Belpointe Asset Management LLC
INCREASED
Shares59,018 from 46,672
Change+12,346 (+26%)
Value$15.4M (+$3.7M)
Filed 2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares58,798 from 61,527
Change-2,729 (-4%)
Value$15.4M (-$101.7K)
Filed 2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED
Shares58,738 from 119,179
Change-60,441 (-51%)
Value$15.0M (-$10.9M)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares58,425 from 61,053
Change-2,628 (-4%)
Value$15.3M (-$80.0K)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares57,672 from 51,916
Change+5,756 (+11%)
Value$15.1M (+$2.0M)
Filed 2026-10-23
Quadrant Capital Group LLC
INCREASED
Shares57,031 from 56,848
Change+183 (+0%)
Value$15.6M (+$1.3M)
Filed 2026-10-20
First Merchants Corp
DECREASED
Shares56,946 from 59,133
Change-2,187 (-4%)
Value$14.9M (+$16.3K)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares56,858 from 68,085
Change-11,227 (-16%)
Value$14.9M (-$2.3M)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares56,228 from 57,308
Change-1,080 (-2%)
Value$14.7M (+$287.7K)
Filed 2026-10-30
Commonwealth Retirement Investments LLC
INCREASED
Shares56,177 from 56,009
Change+168 (+0%)
Value$14.7M (+$601.3K)
Filed 2026-10-26
Royal Fund Management, LLC
INCREASED
Shares56,001 from 50,828
Change+5,173 (+10%)
Value$14.6M (+$1.9M)
Filed 2026-10-22
Triglav Investments, D.O.O.
INCREASED
Shares56,000 from 47,600
Change+8,400 (+18%)
Value$14.6M (+$2.7M)
Filed 2026-11-06
Private Capital Advisors, Inc.
UNCHANGED
Shares55,904 from 55,904
Change0 (0%)
Value$14.6M (+$556.2K)
Filed 2026-10-06
Bailard, Inc.
INCREASED
Shares55,719 from 55,207
Change+512 (+1%)
Value$14.6M (+$683.5K)
Filed 2026-10-13
Chicago Trust Co NA
INCREASED
Shares55,681 from 55,260
Change+421 (+1%)
Value$14.6M (+$660.0K)
Filed 2026-10-28
Burney Co/
INCREASED
Shares55,456 from 45,639
Change+9,817 (+22%)
Value$14.5M (+$3.0M)
Filed 2026-10-15
Sugar Maple Asset Management, LLC
DECREASED
Shares55,355 from 56,269
Change-914 (-2%)
Value$14.5M (+$320.8K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares54,869 from 52,930
Change+1,939 (+4%)
Value$14.4M (+$1.0M)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares54,707 from 55,986
Change-1,279 (-2%)
Value$14.3M (+$180.8K)
Filed 2026-10-23
Forum Financial Management, LP
DECREASED
Shares54,561 from 54,689
Change-128 (0%)
Value$14.3M (+$510.7K)
Filed 2026-10-16
First Citizens Bank & Trust Co
INCREASED
Shares54,546 from 43,514
Change+11,032 (+25%)
Value$14.3M (+$3.3M)
Filed 2026-10-14
Praxis Investment Management Inc
UNCHANGED
Shares54,506 from 54,506
Change0 (0%)
Value$14.3M (+$542.0K)
Filed 2026-11-03
Bell Bank
INCREASED
Shares54,278 from 53,948
Change+330 (+1%)
Value$14.2M (+$623.1K)
Filed 2026-10-21
North Dakota State Investment Board
INCREASED
Shares54,228 from 52,197
Change+2,031 (+4%)
Value$14.2M (+$1.1M)
Filed 2026-10-27
Annex Advisory Services, LLC
INCREASED
Shares54,076 from 54,007
Change+69 (+0%)
Value$14.1M (+$555.4K)
Filed 2026-10-16
Tufton Capital Management
DECREASED
Shares52,881 from 53,477
Change-596 (-1%)
Value$13.8M (+$376.0K)
Filed 2026-10-20
Kintegral Advisory, LLC
INCREASED
Shares52,691 from 52,394
Change+297 (+1%)
Value$13.8M (+$599.0K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares52,577 from 51,073
Change+1,504 (+3%)
Value$13.8M (+$901.5K)
Filed 2026-10-22
Phoenix Financial Ltd.
INCREASED
Shares52,244 from 47,441
Change+4,803 (+10%)
Value$11.8M (-$139.2K)
Filed 2026-11-09
Nordwand Advisors, LLC
DECREASED
Shares52,195 from 52,237
Change-42 (0%)
Value$13.7M (+$508.8K)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares51,351 from 50,291
Change+1,060 (+2%)
Value$13.4M (+$777.8K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares51,319 from 50,422
Change+897 (+2%)
Value$13.4M (+$736.3K)
Filed 2026-10-21
Intech Investment Management LLC
INCREASED
Shares50,653 from 46,148
Change+4,505 (+10%)
Value$13.3M (+$1.6M)
Filed 2026-11-09
AlphaCore Capital LLC
INCREASED
Shares50,568 from 45,476
Change+5,092 (+11%)
Value$13.2M (+$1.8M)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares50,277 from 47,935
Change+2,342 (+5%)
Value$13.2M (+$1.1M)
Filed 2026-10-13
Carret Asset Management, LLC
DECREASED
Shares50,134 from 50,635
Change-501 (-1%)
Value$13.1M (+$372.6K)
Filed 2026-11-04
Alerus Financial NA
INCREASED
Shares50,063 from 48,063
Change+2,000 (+4%)
Value$13.1M (+$1.0M)
Filed 2026-11-09
Agate Pass Investment Management, LLC
DECREASED
Shares50,012 from 54,306
Change-4,294 (-8%)
Value$13.1M (-$582.9K)
Filed 2026-10-20
SVB Wealth LLC
DECREASED
Shares49,812 from 55,432
Change-5,620 (-10%)
Value$13.0M (-$918.8K)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares49,541 from 69,052
Change-19,511 (-28%)
Value$13.0M (-$4.4M)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares49,261 from 47,980
Change+1,281 (+3%)
Value$12.9M (+$812.5K)
Filed 2026-10-08
NBT Bank, N.A.
DECREASED
Shares49,252 from 49,973
Change-721 (-1%)
Value$12.9M (+$308.6K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares49,199 from 43,731
Change+5,468 (+13%)
Value$13.4M (+$2.6M)
Filed 2026-10-09
Fulton Bank, N.A.
DECREASED
Shares48,532 from 52,406
Change-3,874 (-7%)
Value$12.7M (-$492.0K)
Filed 2026-10-14
Elyxium Wealth, LLC
INCREASED
Shares48,482 from 48,286
Change+196 (+0%)
Value$12.7M (+$531.8K)
Filed 2026-10-27
Capital Investment Counsel, LLC
DECREASED
Shares48,393 from 49,388
Change-995 (-2%)
Value$12.7M (+$231.1K)
Filed 2026-10-14
Well Done, LLC
INCREASED
Shares48,384 from 48,290
Change+94 (+0%)
Value$12.7M (+$505.1K)
Filed 2026-10-20
Monarch Capital Management Inc
DECREASED
Shares48,322 from 49,047
Change-725 (-1%)
Value$12.6M (+$298.4K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares48,309 from 87,916
Change-39,607 (-45%)
Value$12.6M (-$9.5M)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares48,301 from 44,316
Change+3,985 (+9%)
Value$12.6M (+$1.5M)
Filed 2026-10-23
GF Fund Management Co. Ltd.
UNCHANGED
Shares48,257 from 48,257
Change0 (0%)
Value$12.6M (+$480.2K)
Filed 2026-10-26
Burling Wealth Partners, LLC
DECREASED
Shares48,191 from 49,282
Change-1,091 (-2%)
Value$12.6M (+$205.2K)
Filed 2026-11-09
Kavar Capital Partners Group, LLC
INCREASED
Shares48,147 from 47,061
Change+1,086 (+2%)
Value$12.6M (+$752.5K)
Filed 2026-11-06
Verus Capital Partners, LLC
INCREASED
Shares48,145 from 47,929
Change+216 (+0%)
Value$12.6M (+$533.3K)
Filed 2026-11-03
SS&H Financial Advisors, Inc.
INCREASED
Shares48,091 from 47,916
Change+175 (+0%)
Value$12.6M (+$522.0K)
Filed 2026-10-28
Naples Global Advisors, LLC
DECREASED
Shares48,058 from 48,122
Change-64 (0%)
Value$12.6M (+$462.0K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED
Shares47,888 from 51,835
Change-3,947 (-8%)
Value$12.5M (-$516.7K)
Filed 2026-10-23
Granite Investment Partners, LLC
DECREASED
Shares47,868 from 47,889
Change-21 (0%)
Value$12.5M (+$471.0K)
Filed 2026-11-04
Soltis Investment Advisors LLC
INCREASED
Shares47,700 from 35,875
Change+11,825 (+33%)
Value$12.5M (+$3.5M)
Filed 2026-10-28
Alpha Omega Wealth Management LLC
DECREASED
Shares47,658 from 47,949
Change-291 (-1%)
Value$12.5M (+$400.9K)
Filed 2026-10-23
Journey Advisory Group, LLC
DECREASED
Shares47,254 from 47,472
Change-218 (0%)
Value$12.4M (+$415.3K)
Filed 2026-11-04
Silver Lake Advisory, LLC
INCREASED
Shares47,233 from 47,073
Change+160 (+0%)
Value$12.4M (+$510.1K)
Filed 2026-10-22
Rossmore Private Capital
INCREASED
Shares46,948 from 46,722
Change+226 (+0%)
Value$12.3M (+$524.0K)
Filed 2026-10-27
Emerald Investment Advisers, LLC
INCREASED
Shares46,855 from 45,889
Change+966 (+2%)
Value$12.3M (+$709.3K)
Filed 2026-11-09
Picton Mahoney Asset Management
INCREASED
Shares46,830 from 25,497
Change+21,333 (+84%)
Value$12.3M (+$5.8M)
Filed 2026-11-09
Coastline Trust Co
DECREASED
Shares46,738 from 48,854
Change-2,116 (-4%)
Value$12.2M (-$67.4K)
Filed 2026-10-01
Benedict Financial Advisors Inc
DECREASED
Shares46,681 from 47,038
Change-357 (-1%)
Value$12.2M (+$374.7K)
Filed 2026-10-07
Hantz Financial Services, Inc.
INCREASED
Shares46,643 from 45,381
Change+1,262 (+3%)
Value$12.2M (+$781.0K)
Filed 2026-11-09
Community Bank, N.A.
DECREASED
Shares46,435 from 47,008
Change-573 (-1%)
Value$12.1M (+$317.4K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares45,962 from 47,682
Change-1,720 (-4%)
Value$12.0M (+$24.5K)
Filed 2026-10-27
Securian Asset Management, Inc
DECREASED
Shares45,902 from 46,949
Change-1,047 (-2%)
Value$12.0M (+$59.5K)
Filed 2026-11-06
Integrated Advisors Network LLC
DECREASED
Shares45,624 from 46,747
Change-1,123 (-2%)
Value$11.9M (+$171.5K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
DECREASED
Shares45,370 from 45,390
Change-20 (0%)
Value$11.9M (+$446.5K)
Filed 2026-10-26
Searle & Co.
DECREASED
Shares45,202 from 49,202
Change-4,000 (-8%)
Value$11.8M (-$556.8K)
Filed 2026-11-04
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares45,200 from 45,200
Change0 (0%)
Value$11.8M (+$449.7K)
Filed 2026-11-03
Trust Co of Toledo NA
INCREASED
Shares45,190 from 44,986
Change+204 (+0%)
Value$11.8M (+$501.0K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares45,094 from 50,099
Change-5,005 (-10%)
Value$11.8M (-$810.8K)
Filed 2026-11-05
Oak Harvest Investment Services
INCREASED
Shares44,844 from 40,120
Change+4,724 (+12%)
Value$11.7M (+$1.6M)
Filed 2026-10-20
Red Spruce Capital, LLC
INCREASED
Shares44,565 from 44,466
Change+99 (+0%)
Value$11.7M (+$468.3K)
Filed 2026-10-07
WealthPlan Investment Management, LLC
DECREASED
Shares44,522 from 47,636
Change-3,114 (-7%)
Value$11.6M (-$340.6K)
Filed 2026-10-15
Lynch Asset Management, Inc.
DECREASED
Shares44,350 from 45,350
Change-1,000 (-2%)
Value$11.6M (+$189.6K)
Filed 2026-10-28
City Holding Co
INCREASED
Shares44,271 from 43,975
Change+296 (+1%)
Value$11.6M (+$514.5K)
Filed 2026-10-19
Iowa State Bank
DECREASED
Shares44,079 from 45,266
Change-1,187 (-3%)
Value$11.5M (+$139.9K)
Filed 2026-10-06
RFG Advisory, LLC
INCREASED
Shares44,077 from 40,584
Change+3,493 (+9%)
Value$11.5M (+$1.3M)
Filed 2026-11-03
Tarbox Family Office, Inc.
UNCHANGED
Shares43,624 from 43,624
Change0 (0%)
Value$11.4M (+$434.1K)
Filed 2026-10-23
Windle Wealth, LLC
DECREASED
Shares43,582 from 43,844
Change-262 (-1%)
Value$11.4M (+$367.9K)
Filed 2026-11-09
Orange Investment Advisors, Inc.
DECREASED
Shares43,265 from 45,583
Change-2,318 (-5%)
Value$11.3M (-$152.7K)
Filed 2026-10-23
IFG Advisory, LLC
INCREASED
Shares43,135 from 42,985
Change+150 (+0%)
Value$11.3M (+$466.9K)
Filed 2026-11-09
Chase Investment Counsel Corp
INCREASED
Shares43,099 from 30,025
Change+13,074 (+44%)
Value$11.3M (+$3.7M)
Filed 2026-11-09
Overbrook Management Corp
DECREASED
Shares42,968 from 44,279
Change-1,311 (-3%)
Value$11.2M (+$97.6K)
Filed 2026-10-08
CX Institutional
DECREASED
Shares42,843 from 78,286
Change-35,443 (-45%)
Value$11.2M (-$8.5M)
Filed 2026-10-02
Strategic Advisors LLC
DECREASED
Shares42,732 from 44,492
Change-1,760 (-4%)
Value$11.2M (-$17.7K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
INCREASED
Shares42,555 from 41,305
Change+1,250 (+3%)
Value$11.1M (+$738.0K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares42,093 from 39,051
Change+3,042 (+8%)
Value$11.0M (+$1.2M)
Filed 2026-10-27
Geneos Wealth Management Inc.
INCREASED
Shares42,062 from 40,073
Change+1,989 (+5%)
Value$11.0M (+$918.9K)
Filed 2026-11-09
Whitener Capital Management, Inc.
INCREASED
Shares42,029 from 41,935
Change+94 (+0%)
Value$11.0M (+$442.0K)
Filed 2026-10-15
Community Bank & Trust, Waco, Texas
INCREASED
Shares41,960 from 33,072
Change+8,888 (+27%)
Value$11.0M (+$2.7M)
Filed 2026-10-19
TrueMark Investments, LLC
INCREASED
Shares41,879 from 37,043
Change+4,836 (+13%)
Value$11.0M (+$1.6M)
Filed 2026-11-05
Chicago Capital, LLC
INCREASED
Shares41,613 from 40,087
Change+1,526 (+4%)
Value$10.9M (+$798.0K)
Filed 2026-10-13
Mogy Joel R Investment Counsel Inc
DECREASED
Shares41,601 from 41,919
Change-318 (-1%)
Value$10.9M (+$333.9K)
Filed 2026-10-13
Burns J W & Co Inc
INCREASED
Shares41,226 from 36,406
Change+4,820 (+13%)
Value$10.8M (+$1.6M)
Filed 2026-10-20
Citizens National Bank Trust Department
DECREASED
Shares41,220 from 41,402
Change-182 (0%)
Value$10.8M (+$364.3K)
Filed 2026-11-04
Liberty Capital Management, Inc.
DECREASED
Shares41,213 from 42,332
Change-1,119 (-3%)
Value$10.8M (+$128.5K)
Filed 2026-11-02
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares40,943 from 42,339
Change-1,396 (-3%)
Value$10.7M (+$56.1K)
Filed 2026-10-21
Baugh & Associates, LLC
INCREASED
Shares40,501 from 37,494
Change+3,007 (+8%)
Value$9.5M (+$16.3K)
Filed 2026-10-16
HighPoint Advisor Group LLC
INCREASED
Shares40,466 from 38,942
Change+1,524 (+4%)
Value$10.6M (+$786.1K)
Filed 2026-11-09
Sagespring Wealth Partners, LLC
INCREASED
Shares40,462 from 39,038
Change+1,424 (+4%)
Value$10.6M (+$760.9K)
Filed 2026-10-22
Independent Investors Inc
UNCHANGED
Shares40,274 from 40,274
Change0 (0%)
Value$10.5M (+$400.7K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares39,841 from 15,550
Change+24,291 (+156%)
Value$10.4M (+$6.5M)
Filed 2026-10-22
AK Global Asset Management, LLC
UNCHANGED
Shares39,645 from 39,645
Change0 (0%)
Value$10.4M (+$394.5K)
Filed 2026-10-27
Verdence Capital Advisors LLC
INCREASED
Shares39,628 from 27,419
Change+12,209 (+45%)
Value$10.4M (+$3.5M)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares39,372 from 32,220
Change+7,152 (+22%)
Value$10.3M (+$2.1M)
Filed 2026-10-13
M. Kraus & Co
DECREASED
Shares38,941 from 39,056
Change-115 (0%)
Value$10.2M (+$358.5K)
Filed 2026-10-20
WealthBridge Investment Counsel Inc.
DECREASED
Shares38,931 from 39,036
Change-105 (0%)
Value$10.2M (+$361.0K)
Filed 2026-10-13
Nicholas Company, Inc.
UNCHANGED
Shares38,795 from 38,795
Change0 (0%)
Value$10.1M (+$386.0K)
Filed 2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares38,787 from 58,412
Change-19,625 (-34%)
Value$10.1M (-$4.6M)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares38,455 from 42,082
Change-3,627 (-9%)
Value$10.1M (-$530.3K)
Filed 2026-10-15
Western Wealth Management, LLC
INCREASED
Shares38,339 from 37,440
Change+899 (+2%)
Value$10.0M (+$607.6K)
Filed 2026-11-09
VAN Strum & Towne Inc.
INCREASED
Shares38,213 from 37,773
Change+440 (+1%)
Value$10.0M (+$490.9K)
Filed 2026-11-06
Pacific Wealth Management
DECREASED
Shares38,039 from 38,268
Change-229 (-1%)
Value$10.0M (+$320.9K)
Filed 2026-10-05
Money Concepts Capital Corp
DECREASED
Shares38,007 from 38,565
Change-558 (-1%)
Value$9.9M (+$237.9K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED
Shares37,985 from 37,047
Change+938 (+3%)
Value$9.9M (+$613.9K)
Filed 2026-10-23
Associated Banc-Corp
DECREASED
Shares37,831 from 38,841
Change-1,010 (-3%)
Value$9.9M (+$122.3K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares37,638 from 37,952
Change-314 (-1%)
Value$9.8M (+$295.5K)
Filed 2026-10-20
Gimbal Financial
INCREASED
Shares37,602 from 3,034
Change+34,568 (+1139%)
Value$9.8M (+$9.1M)
Filed 2026-10-19
YHB Investment Advisors, Inc.
INCREASED
Shares37,565 from 37,440
Change+125 (+0%)
Value$9.8M (+$405.2K)
Filed 2026-10-08
Fusion Capital, LLC
INCREASED
Shares37,545 from 36,152
Change+1,393 (+4%)
Value$9.8M (+$724.0K)
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares37,484 from 35,888
Change+1,596 (+4%)
Value$9.8M (+$774.7K)
Filed 2026-10-30
Venture Visionary Partners LLC
DECREASED
Shares37,423 from 38,688
Change-1,265 (-3%)
Value$9.8M (+$54.1K)
Filed 2026-10-07
Biltmore Family Office, LLC
INCREASED
Shares37,198 from 37,080
Change+118 (+0%)
Value$9.7M (+$399.8K)
Filed 2026-11-03
Bouvel Investment Partners, LLC
DECREASED
Shares37,093 from 37,712
Change-619 (-2%)
Value$9.7M (+$213.3K)
Filed 2026-10-13
JLB & Associates Inc
DECREASED
Shares37,001 from 37,301
Change-300 (-1%)
Value$9.3M (-$75.5K)
Filed 2026-10-27
SteelPeak Wealth, LLC
DECREASED
Shares36,971 from 37,009
Change-38 (0%)
Value$9.7M (+$358.2K)
Filed 2026-10-16
Confluence Wealth Services, Inc.
DECREASED
Shares36,948 from 38,846
Change-1,898 (-5%)
Value$9.7M (-$110.1K)
Filed 2026-11-05
Bonness Enterprises Inc
UNCHANGED
Shares36,900 from 36,900
Change0 (0%)
Value$9.7M (+$367.2K)
Filed 2026-10-08
Nikulski Financial, Inc.
DECREASED
Shares36,882 from 38,111
Change-1,229 (-3%)
Value$9.6M (+$57.7K)
Filed 2026-11-06
iA Global Asset Management Inc.
INCREASED
Shares36,771 from 783
Change+35,988 (+4596%)
Value$9.6M (+$9.4M)
Filed 2026-10-29
GC Wealth Management RIA, LLC
DECREASED
Shares36,761 from 37,102
Change-341 (-1%)
Value$9.6M (+$280.0K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares36,337 from 39,538
Change-3,201 (-8%)
Value$9.5M (-$444.0K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares36,326 from 75,720
Change-39,394 (-52%)
Value$9.5M (-$9.6M)
Filed 2026-11-04
Covea Finance
NEW
Shares36,300
Change+36,300
Value$9.5M
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares36,278 from 35,918
Change+360 (+1%)
Value$9.5M (+$451.6K)
Filed 2026-11-05
Richard C. Young & Co., Ltd.
INCREASED
Shares36,267 from 35,810
Change+457 (+1%)
Value$9.5M (+$476.0K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares36,207 from 35,331
Change+876 (+2%)
Value$9.5M (+$580.8K)
Filed 2026-10-08
Stenger Family Office, LLC
INCREASED
Shares36,189 from 33,496
Change+2,693 (+8%)
Value$9.9M (+$1.5M)
Filed 2026-10-22
Beese Fulmer Investment Management, Inc.
INCREASED
Shares36,041 from 35,935
Change+106 (+0%)
Value$9.4M (+$373.5K)
Filed 2026-10-23
Bill Few Associates, Inc.
DECREASED
Shares36,024 from 38,621
Change-2,597 (-7%)
Value$9.4M (-$295.0K)
Filed 2026-10-09
Mather Group, Llc.
INCREASED
Shares35,883 from 33,990
Change+1,893 (+6%)
Value$9.4M (+$833.4K)
Filed 2026-10-14
Ascentis Independent Advisors
INCREASED
Shares35,861 from 778
Change+35,083 (+4509%)
Value$9.4M (+$9.2M)
Filed 2026-11-03
Stokes Capital Advisors, LLC
DECREASED
Shares35,791 from 37,456
Change-1,665 (-4%)
Value$9.4M (-$62.9K)
Filed 2026-10-09
Equitable Trust Co
INCREASED
Shares35,716 from 35,598
Change+118 (+0%)
Value$9.3M (+$385.1K)
Filed 2026-10-13
Greatmark Investment Partners, Inc.
DECREASED
Shares35,692 from 36,732
Change-1,040 (-3%)
Value$9.3M (+$93.4K)
Filed 2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares35,651 from 35,651
Change0 (0%)
Value$9.0M ($0)
Filed 2026-10-15
Tompkins Financial Corp
INCREASED
Shares35,524 from 35,368
Change+156 (+0%)
Value$9.3M (+$392.7K)
Filed 2026-10-05
Bdf-Gestion
DECREASED
Shares35,503 from 40,006
Change-4,503 (-11%)
Value$9.3M (+$7.2M)
Filed 2026-10-19
Pathway Financial Advisers, LLC
INCREASED
Shares35,498 from 34,586
Change+912 (+3%)
Value$9.3M (+$582.6K)
Filed 2026-10-27
Eastover Investment Advisors LLC
DECREASED
Shares35,497 from 35,999
Change-502 (-1%)
Value$9.3M (+$226.9K)
Filed 2026-10-05
NTV Asset Management LLC
INCREASED
Shares35,286 from 35,144
Change+142 (+0%)
Value$9.2M (+$386.8K)
Filed 2026-10-23
Schmidt P J Investment Management Inc
INCREASED
Shares35,215 from 33,957
Change+1,258 (+4%)
Value$9.2M (+$667.0K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares35,152 from 35,075
Change+77 (+0%)
Value$9.2M (+$372.0K)
Filed 2026-10-30
Clarity Wealth Advisors, LLC
INCREASED
Shares35,025 from 34,503
Change+522 (+2%)
Value$9.2M (+$479.8K)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
INCREASED
Shares34,634 from 34,526
Change+108 (+0%)
Value$9.1M (+$371.8K)
Filed 2026-10-16
Sigma Investment Counselors Inc
INCREASED
Shares34,537 from 31,238
Change+3,299 (+11%)
Value$9.0M (+$1.2M)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares34,504 from 34,655
Change-151 (0%)
Value$9.0M (+$305.5K)
Filed 2026-10-29
Thompson Investment Management, Inc.
DECREASED
Shares34,501 from 34,736
Change-235 (-1%)
Value$9.0M (+$284.2K)
Filed 2026-10-14
Procyon Advisors, LLC
INCREASED
Shares34,462 from 32,392
Change+2,070 (+6%)
Value$9.0M (+$863.9K)
Filed 2026-10-21
Generate Investment Management Ltd
DECREASED
Shares34,188 from 55,571
Change-21,383 (-38%)
Value$8.9M (-$5.0M)
Filed 2026-10-14
Oak Asset Management, LLC
DECREASED
Shares34,169 from 35,099
Change-930 (-3%)
Value$8.9M (+$106.0K)
Filed 2026-10-13
Herold Advisors, Inc.
DECREASED
Shares34,107 from 35,123
Change-1,016 (-3%)
Value$8.9M (+$88.0K)
Filed 2026-10-19
Financial & Tax Architects, LLC
DECREASED
Shares33,935 from 34,555
Change-620 (-2%)
Value$8.9M (+$181.5K)
Filed 2026-10-15
Appleton Partners Inc
DECREASED
Shares33,904 from 34,054
Change-150 (0%)
Value$8.9M (+$300.0K)
Filed 2026-10-30
Matrix Asset Advisors Inc
DECREASED
Shares33,896 from 39,070
Change-5,174 (-13%)
Value$8.9M (-$964.9K)
Filed 2026-10-13
Columbia Asset Management
DECREASED
Shares33,790 from 34,525
Change-735 (-2%)
Value$8.8M (+$151.2K)
Filed 2026-10-19
Fiduciary Alliance LLC
INCREASED
Shares33,771 from 21,965
Change+11,806 (+54%)
Value$8.8M (+$3.3M)
Filed 2026-10-13
Capital City Trust Co
DECREASED
Shares33,740 from 34,427
Change-687 (-2%)
Value$8.8M (+$162.8K)
Filed 2026-10-22
Lake Street Private Wealth, LLC
DECREASED
Shares33,663 from 34,175
Change-512 (-1%)
Value$8.8M (+$206.1K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares33,519 from 33,304
Change+215 (+1%)
Value$8.8M (+$387.6K)
Filed 2026-11-03
Private Management Group Inc
DECREASED
Shares33,518 from 33,546
Change-28 (0%)
Value$8.8M (+$326.5K)
Filed 2026-11-04
Community Financial Services Group, LLC
DECREASED
Shares33,463 from 33,749
Change-286 (-1%)
Value$8.7M (+$225.0K)
Filed 2026-10-15
Legacy Private Trust Co.
INCREASED
Shares33,361 from 33,151
Change+210 (+1%)
Value$8.7M (+$384.8K)
Filed 2026-10-06
B.A. Schrock Wealth Management, Inc.
NEW
Shares33,286
Change+33,286
Value$8.7M
Filed 2026-10-15
Independence Bank of Kentucky
DECREASED
Shares33,271 from 33,967
Change-696 (-2%)
Value$8.7M (+$155.9K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares33,263 from 32,707
Change+556 (+2%)
Value$8.7M (+$475.7K)
Filed 2026-11-03
New Hampshire Trust
DECREASED
Shares33,230 from 33,795
Change-565 (-2%)
Value$8.7M (+$188.5K)
Filed 2026-10-20
Howard Capital Management, LLC
INCREASED
Shares33,194 from 32,751
Change+443 (+1%)
Value$8.7M (+$441.6K)
Filed 2026-10-16
Boothe Investment Group, Inc.
INCREASED
Shares32,895 from 31,708
Change+1,187 (+4%)
Value$8.6M (+$626.0K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares32,871 from 32,674
Change+197 (+1%)
Value$8.6M (+$376.8K)
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares32,792 from 34,143
Change-1,351 (-4%)
Value$8.6M (-$13.7K)
Filed 2026-10-22
Principle Wealth Partners LLC
INCREASED
Shares32,497 from 32,482
Change+15 (+0%)
Value$8.5M (+$327.1K)
Filed 2026-11-02
Arete Wealth Advisors, LLC
INCREASED
Shares32,394 from 31,600
Change+794 (+3%)
Value$8.5M (+$542.9K)
Filed 2026-11-09
WP Advisors, LLC
DECREASED
Shares32,298 from 32,382
Change-84 (0%)
Value$8.4M (+$300.4K)
Filed 2026-10-22
Charles Schwab Trust Co
INCREASED
Shares32,249 from 31,692
Change+557 (+2%)
Value$8.4M (+$461.0K)
Filed 2026-10-15
Highland Capital Management, LLC
DECREASED
Shares31,975 from 43,576
Change-11,601 (-27%)
Value$8.4M (-$2.6M)
Filed 2026-10-26
RWQ Financial Management Services, Inc.
DECREASED
Shares31,965 from 54,700
Change-22,735 (-42%)
Value$8.4M (-$5.4M)
Filed 2026-10-19
Rockline Wealth Management, LLC
DECREASED
Shares31,950 from 32,458
Change-508 (-2%)
Value$8.4M (+$189.9K)
Filed 2026-10-26
Strategic Wealth Investment Group, LLC
DECREASED
Shares31,865 from 37,016
Change-5,151 (-14%)
Value$8.3M (-$979.1K)
Filed 2026-10-29
Natural Investments, LLC
DECREASED
Shares31,760 from 33,331
Change-1,571 (-5%)
Value$8.3M (-$78.8K)
Filed 2026-11-06
Clear Harbor Asset Management, LLC
INCREASED
Shares31,455 from 27,214
Change+4,241 (+16%)
Value$8.2M (+$1.4M)
Filed 2026-11-05
Smithfield Trust Co
DECREASED
Shares31,395 from 31,546
Change-151 (0%)
Value$8.2M (+$271.0K)
Filed 2026-11-09
Pittenger & Anderson Inc
INCREASED
Shares31,306 from 29,986
Change+1,320 (+4%)
Value$8.2M (+$643.7K)
Filed 2026-11-02
Harrell Investment Partners, LLC
DECREASED
Shares31,108 from 31,506
Change-398 (-1%)
Value$8.1M (+$209.5K)
Filed 2026-10-15
Columbus Macro, LLC
INCREASED
Shares31,063 from 30,821
Change+242 (+1%)
Value$8.1M (+$369.8K)
Filed 2026-10-14
Azzad Asset Management Inc
DECREASED
Shares31,062 from 31,610
Change-548 (-2%)
Value$8.1M (+$171.3K)
Filed 2026-11-04
Citizens Business Bank
INCREASED
Shares30,775 from 30,391
Change+384 (+1%)
Value$8.1M (+$402.8K)
Filed 2026-11-09
Smithbridge Asset Management Inc
INCREASED
Shares30,750 from 29,215
Change+1,535 (+5%)
Value$8.0M (+$692.2K)
Filed 2026-10-19
Quartz Partners, LLC
INCREASED
Shares30,746 from 8,106
Change+22,640 (+279%)
Value$8.0M (+$6.0M)
Filed 2026-11-03
Oliver Luxxe Assets LLC
DECREASED
Shares30,725 from 31,485
Change-760 (-2%)
Value$8.0M (+$114.5K)
Filed 2026-10-14
Consolidated Investment Group LLC
UNCHANGED
Shares30,650 from 30,650
Change0 (0%)
Value$8.0M (+$305.0K)
Filed 2026-11-04
Penn Davis Mcfarland Inc
DECREASED
Shares30,580 from 30,630
Change-50 (0%)
Value$8.0M (+$291.7K)
Filed 2026-10-23
Kimelman & Baird, LLC
DECREASED
Shares30,556 from 30,656
Change-100 (0%)
Value$8.0M (+$278.9K)
Filed 2026-11-03
West Branch Capital LLC
INCREASED
Shares30,457 from 30,433
Change+24 (+0%)
Value$8.0M (+$308.9K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
DECREASED
Shares29,937 from 30,317
Change-380 (-1%)
Value$7.8M (+$202.4K)
Filed 2026-10-27
Atlas Brown,Inc.
DECREASED
Shares29,917 from 30,004
Change-87 (0%)
Value$7.8M (+$275.9K)
Filed 2026-10-09
Pinkerton Wealth, LLC
INCREASED
Shares29,837 from 28,974
Change+863 (+3%)
Value$7.8M (+$1.5M)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares29,834 from 29,261
Change+573 (+2%)
Value$7.8M (+$440.9K)
Filed 2026-10-27
Kornitzer Capital Management Inc
DECREASED
Shares29,685 from 31,538
Change-1,853 (-6%)
Value$7.8M (-$170.9K)
Filed 2026-11-03
Davidson Trust Co
DECREASED
Shares29,634 from 33,886
Change-4,252 (-13%)
Value$7.8M (-$775.1K)
Filed 2026-10-09
Howland Capital Management LLC
DECREASED
Shares29,590 from 29,636
Change-46 (0%)
Value$7.7M (+$282.8K)
Filed 2026-10-22
Montecito Bank & Trust
INCREASED
Shares29,498 from 29,468
Change+30 (+0%)
Value$7.7M (+$301.1K)
Filed 2026-10-01
Guardian Wealth Management, Inc.
INCREASED
Shares29,305 from 29,040
Change+265 (+1%)
Value$7.7M (+$358.3K)
Filed 2026-10-30
Waldron Private Wealth LLC
DECREASED
Shares29,201 from 29,274
Change-73 (0%)
Value$7.6M (+$272.2K)
Filed 2026-11-02
Vista Investment Partners LLC
INCREASED
Shares29,145 from 29,128
Change+17 (+0%)
Value$7.6M (+$294.3K)
Filed 2026-10-08
Symphony Financial, Ltd. Co.
INCREASED
Shares29,137 from 26,093
Change+3,044 (+12%)
Value$7.7M (+$1.1M)
Filed 2026-10-22
Boyd Watterson Asset Management LLC
INCREASED
Shares29,047 from 23,588
Change+5,459 (+23%)
Value$7.6M (+$1.7M)
Filed 2026-11-06
True Freedom Investing, LLC
INCREASED
Shares29,024 from 27,808
Change+1,216 (+4%)
Value$7.6M (+$1.5M)
Filed 2026-10-29
TrustBank
DECREASED
Shares28,905 from 31,187
Change-2,282 (-7%)
Value$7.6M (-$286.6K)
Filed 2026-10-20
Churchill Financial Advisors, LLC
INCREASED
Shares28,904 from 28,504
Change+400 (+1%)
Value$7.6M (+$388.3K)
Filed 2026-10-20
German American Bancorp, Inc.
INCREASED
Shares28,727 from 28,337
Change+390 (+1%)
Value$7.5M (+$384.0K)
Filed 2026-11-10
Radnor Capital Management, LLC
DECREASED
Shares28,419 from 28,539
Change-120 (0%)
Value$7.4M (+$252.6K)
Filed 2026-10-23
Profund Advisors LLC
INCREASED
Shares28,417 from 26,168
Change+2,249 (+9%)
Value$7.4M (+$848.7K)
Filed 2026-10-29
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares28,354 from 28,316
Change+38 (+0%)
Value$7.4M (+$291.6K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED
Shares28,293 from 28,681
Change-388 (-1%)
Value$7.4M (+$184.0K)
Filed 2026-11-02
Hengehold Capital Management LLC
DECREASED
Shares28,283 from 28,404
Change-121 (0%)
Value$7.4M (+$250.8K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares28,281 from 28,893
Change-612 (-2%)
Value$7.4M (+$127.2K)
Filed 2026-10-26
Patrick Mauro Investment Advisor, Inc.
DECREASED
Shares28,194 from 31,042
Change-2,848 (-9%)
Value$7.4M (-$386.2K)
Filed 2026-11-06
Southland Equity Partners LLC
DECREASED
Shares28,184 from 28,242
Change-58 (0%)
Value$7.4M (+$265.7K)
Filed 2026-10-14
Washington Trust Co
DECREASED
Shares28,171 from 28,765
Change-594 (-2%)
Value$7.4M (+$130.9K)
Filed 2026-10-22
Lockheed Martin Investment Management Co
DECREASED
Shares28,160 from 41,130
Change-12,970 (-32%)
Value$7.4M (-$3.0M)
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares28,144 from 27,850
Change+294 (+1%)
Value$7.4M (+$354.1K)
Filed 2026-10-14
ARS Investment Partners, LLC
DECREASED
Shares28,033 from 28,118
Change-85 (0%)
Value$7.3M (+$257.5K)
Filed 2026-11-05
Greg Jennings, LLC
NEW
Shares27,954
Change+27,954
Value$7.3M
Filed 2026-10-19
Brown, Lisle Ings, Inc.
DECREASED
Shares27,953 from 28,996
Change-1,043 (-4%)
Value$7.3M (+$15.7K)
Filed 2026-10-16
United Capital Management of KS, Inc.
DECREASED
Shares27,948 from 28,038
Change-90 (0%)
Value$7.3M (+$255.4K)
Filed 2026-11-04
Cheviot Value Management, LLC
DECREASED
Shares27,752 from 27,894
Change-142 (-1%)
Value$7.3M (+$240.4K)
Filed 2026-11-09
Raub Brock Capital Management LP
DECREASED
Shares27,743 from 63,763
Change-36,020 (-56%)
Value$7.3M (-$8.8M)
Filed 2026-10-21
Bellwether Advisors, LLC
DECREASED
Shares27,708 from 29,305
Change-1,597 (-5%)
Value$7.2M (-$126.2K)
Filed 2026-11-09
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares27,674 from 27,564
Change+110 (+0%)
Value$7.2M (+$303.0K)
Filed 2026-10-14
Valley Wealth Managers, Inc.
INCREASED
Shares27,602 from 27,537
Change+65 (+0%)
Value$7.2M (+$291.0K)
Filed 2026-10-09
Nichols & Pratt Advisers LLP
INCREASED
Shares27,584 from 24,617
Change+2,967 (+12%)
Value$7.2M (+$975.3K)
Filed 2026-10-13
Nwam LLC
INCREASED
Shares27,557 from 27,356
Change+201 (+1%)
Value$7.2M (+$324.6K)
Filed 2026-11-09
BankPlus Trust Department
INCREASED
Shares27,508 from 26,903
Change+605 (+2%)
Value$7.2M (+$425.9K)
Filed 2026-11-06
Fortis Capital Advisors, LLC
INCREASED
Shares27,416 from 16,124
Change+11,292 (+70%)
Value$7.2M (+$3.1M)
Filed 2026-11-09
Hennessy Advisors Inc
UNCHANGED
Shares27,300 from 27,300
Change0 (0%)
Value$7.1M (+$271.6K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares27,071 from 28,533
Change-1,462 (-5%)
Value$7.1M (-$100.7K)
Filed 2026-10-15
RED Cedar Investment Management, LLC
UNCHANGED
Shares27,046 from 27,046
Change0 (0%)
Value$7.1M (+$269.1K)
Filed 2026-11-04
Altrius Capital Management Inc
INCREASED
Shares27,039 from 26,453
Change+586 (+2%)
Value$7.1M (+$416.4K)
Filed 2026-11-05
Guyasuta Investment Advisors Inc
DECREASED
Shares27,020 from 28,312
Change-1,292 (-5%)
Value$7.1M (-$56.2K)
Filed 2026-10-15
Legacy CG, LLC
DECREASED
Shares26,958 from 28,096
Change-1,138 (-4%)
Value$7.1M (-$18.1K)
Filed 2026-10-30
Sitrin Capital Management LLC
DECREASED
Shares26,926 from 27,088
Change-162 (-1%)
Value$7.0M (+$227.1K)
Filed 2026-10-19
Reynders McVeigh Capital Management, LLC
DECREASED
Shares26,816 from 29,167
Change-2,351 (-8%)
Value$7.0M (-$325.2K)
Filed 2026-10-30
Caldwell Trust Co
DECREASED
Shares26,771 from 27,070
Change-299 (-1%)
Value$7.0M (+$191.1K)
Filed 2026-10-30
Princeton Global Asset Management LLC
INCREASED
Shares26,734 from 26,493
Change+241 (+1%)
Value$7.0M (+$326.7K)
Filed 2026-10-21
First Financial Bank - Trust Division
INCREASED
Shares26,729 from 25,875
Change+854 (+3%)
Value$7.0M (+$480.9K)
Filed 2026-10-01
AlTi Global, Inc.
INCREASED
Shares26,662 from 17,917
Change+8,745 (+49%)
Value$7.0M (+$2.5M)
Filed 2026-11-09
Patrick M Sweeney & Associates, Inc
INCREASED
Shares26,613 from 26,600
Change+13 (+0%)
Value$7.0M (+$268.1K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares26,598 from 22,938
Change+3,660 (+16%)
Value$7.0M (+$1.2M)
Filed 2026-10-13
Ascentis Wealth Management, LLC
INCREASED
Shares26,276 from 24,100
Change+2,176 (+9%)
Value$6.9M (+$809.4K)
Filed 2026-11-03
Hudson Edge Investment Partners Inc.
DECREASED
Shares26,215 from 30,279
Change-4,064 (-13%)
Value$6.9M (-$761.8K)
Filed 2026-10-28
apricus wealth, LLC
DECREASED
Shares26,194 from 26,234
Change-40 (0%)
Value$6.9M (+$250.6K)
Filed 2026-10-26
Jericho Financial, LLP
DECREASED
Shares26,070 from 26,098
Change-28 (0%)
Value$6.8M (+$252.4K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED
Shares26,046 from 27,498
Change-1,452 (-5%)
Value$6.8M (-$106.3K)
Filed 2026-10-20
CFM Wealth Partners LLC
DECREASED
Shares26,036 from 26,216
Change-180 (-1%)
Value$6.8M (+$213.8K)
Filed 2026-11-05
Boston Trust Walden Corp
DECREASED
Shares25,878 from 26,059
Change-181 (-1%)
Value$6.8M (+$211.9K)
Filed 2026-10-30
Asset One Wealth Management LLC
INCREASED
Shares25,838 from 21,235
Change+4,603 (+22%)
Value$6.8M (+$1.6M)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares25,784 from 24,957
Change+827 (+3%)
Value$6.7M (+$464.8K)
Filed 2026-10-29
Everhart Financial Group, Inc.
INCREASED
Shares25,782 from 25,328
Change+454 (+2%)
Value$6.7M (+$370.7K)
Filed 2026-10-08
DE Burlo Group Inc
DECREASED
Shares25,639 from 26,039
Change-400 (-2%)
Value$6.7M (+$154.5K)
Filed 2026-11-05
New England Research & Management, Inc.
INCREASED
Shares25,544 from 24,774
Change+770 (+3%)
Value$6.7M (+$447.9K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
DECREASED
Shares25,532 from 27,540
Change-2,008 (-7%)
Value$6.7M (-$251.3K)
Filed 2026-10-07
Shepherd Financial Partners LLC
DECREASED
Shares25,522 from 25,552
Change-30 (0%)
Value$6.7M (+$246.3K)
Filed 2026-11-03
Rockland Trust Co
DECREASED
Shares25,482 from 25,770
Change-288 (-1%)
Value$6.7M (+$181.1K)
Filed 2026-10-05
Raab & Moskowitz Asset Management LLC
DECREASED
Shares25,444 from 25,628
Change-184 (-1%)
Value$6.7M (+$206.9K)
Filed 2026-11-02
Csenge Advisory Group
INCREASED
Shares25,426 from 25,158
Change+268 (+1%)
Value$6.7M (+$320.6K)
Filed 2026-11-04
Zega Investments, LLC
DECREASED
Shares25,411 from 25,513
Change-102 (0%)
Value$6.6M (+$227.2K)
Filed 2026-11-04
William B. Walkup & Associates, Inc.
DECREASED
Shares25,313 from 25,392
Change-79 (0%)
Value$6.6M (+$232.0K)
Filed 2026-11-05
LVW Advisors, LLC
INCREASED
Shares25,246 from 19,932
Change+5,314 (+27%)
Value$6.6M (+$1.6M)
Filed 2026-10-19
Birch Hill Investment Advisors LLC
DECREASED
Shares25,224 from 25,459
Change-235 (-1%)
Value$6.6M (+$191.8K)
Filed 2026-10-16
OMC Financial Services LTD
DECREASED
Shares25,064 from 53,770
Change-28,706 (-53%)
Value$6.6M (-$7.0M)
Filed 2026-10-19
Founders Capital Management
DECREASED
Shares25,031 from 25,101
Change-70 (0%)
Value$6.5M (+$231.4K)
Filed 2026-10-13
DT Investment Partners, LLC
UNCHANGED
Shares25,006 from 25,006
Change0 (0%)
Value$6.5M (+$248.8K)
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares25,002 from 23,832
Change+1,170 (+5%)
Value$6.5M (+$543.2K)
Filed 2026-10-13
True Private Wealth Advisors
INCREASED
Shares24,898 from 24,787
Change+111 (+0%)
Value$6.5M (+$275.9K)
Filed 2026-10-19
Investment Advisory Services Inc
INCREASED
Shares24,859 from 24,722
Change+137 (+1%)
Value$6.5M (+$281.8K)
Filed 2026-10-27
Compass Wealth Management LLC
DECREASED
Shares24,801 from 25,828
Change-1,027 (-4%)
Value$6.5M (-$11.7K)
Filed 2026-10-22
Kerusso Capital Management LLC
INCREASED
Shares24,786 from 22,511
Change+2,275 (+10%)
Value$6.5M (+$819.1K)
Filed 2026-10-27
Kendall Capital Management
DECREASED
Shares24,738 from 24,818
Change-80 (0%)
Value$6.5M (+$226.0K)
Filed 2026-10-23
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares24,632 from 23,610
Change+1,022 (+4%)
Value$6.4M (+$502.3K)
Filed 2026-11-05
Boit C F David
UNCHANGED
Shares24,600 from 24,600
Change0 (0%)
Value$6.4M (+$244.8K)
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares24,477 from 23,338
Change+1,139 (+5%)
Value$6.4M (+$530.1K)
Filed 2026-10-20
LMG Wealth Partners, LLC
INCREASED
Shares24,449 from 24,080
Change+369 (+2%)
Value$6.4M (+$336.2K)
Filed 2026-11-05
Bath Savings Trust Co
INCREASED
Shares24,337 from 22,751
Change+1,586 (+7%)
Value$6.4M (+$641.3K)
Filed 2026-10-07
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares24,277 from 26,716
Change-2,439 (-9%)
Value$6.4M (-$372.3K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares24,252 from 24,175
Change+77 (+0%)
Value$6.5M (+$156.4K)
Filed 2026-10-19
AMF Tjanstepension AB
DECREASED
Shares24,119 from 30,909
Change-6,790 (-22%)
Value$6.3M (-$1.5M)
Filed 2026-10-22
Prosperitas Financial LLC
INCREASED
Shares23,977 from 22,314
Change+1,663 (+7%)
Value$6.3M (+$657.0K)
Filed 2026-10-28
Edmp, Inc.
DECREASED
Shares23,969 from 24,495
Change-526 (-2%)
Value$6.3M (+$106.0K)
Filed 2026-10-22
ICW Investment Advisors LLC
DECREASED
Shares23,956 from 24,328
Change-372 (-2%)
Value$6.3M (+$144.8K)
Filed 2026-10-27
Capricorn Fund Managers Ltd
DECREASED
Shares23,926 from 27,397
Change-3,471 (-13%)
Value$6.3M (-$635.4K)
Filed 2026-11-03
First City Capital Management, Inc.
DECREASED
Shares23,794 from 24,295
Change-501 (-2%)
Value$6.2M (+$110.7K)
Filed 2026-10-27
Chatham Capital Group, Inc.
DECREASED
Shares23,791 from 25,486
Change-1,695 (-7%)
Value$6.2M (-$189.8K)
Filed 2026-10-16
Meridian Investment Counsel Inc.
DECREASED
Shares23,764 from 25,506
Change-1,742 (-7%)
Value$6.2M (-$201.9K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
INCREASED
Shares23,745 from 23,623
Change+122 (+1%)
Value$6.2M (+$267.0K)
Filed 2026-10-16
Generali Investments, Management Co LLC
DECREASED
Shares23,725 from 29,767
Change-6,042 (-20%)
Value$6.2M (-$1.3M)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
DECREASED
Shares23,600 from 23,808
Change-208 (-1%)
Value$6.2M (+$182.4K)
Filed 2026-11-03
Sage Capital Advisors,llc
INCREASED
Shares23,552 from 23,456
Change+96 (+0%)
Value$6.2M (+$258.4K)
Filed 2026-10-13
Hunter Associates Investment Management LLC
INCREASED
Shares23,488 from 23,181
Change+307 (+1%)
Value$6.1M (+$315.0K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares23,477 from 20,565
Change+2,912 (+14%)
Value$6.4M (+$1.1M)
Filed 2026-10-08
Altfest L J & Co Inc
DECREASED
Shares23,448 from 25,963
Change-2,515 (-10%)
Value$6.1M (-$399.6K)
Filed 2026-10-27
Levin Capital Strategies, L.P.
DECREASED
Shares23,411 from 27,460
Change-4,049 (-15%)
Value$6.1M (-$785.6K)
Filed 2026-11-02
Investmark Advisory Group LLC
INCREASED
Shares23,355 from 23,094
Change+261 (+1%)
Value$6.1M (+$298.3K)
Filed 2026-10-27
Globalt Investments LLC / GA
DECREASED
Shares23,351 from 24,065
Change-714 (-3%)
Value$6.1M (+$52.5K)
Filed 2026-10-27
Nations Financial Group Inc,
INCREASED
Shares23,277 from 21,335
Change+1,942 (+9%)
Value$6.1M (+$720.2K)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares23,274 from 23,439
Change-165 (-1%)
Value$6.1M (+$190.1K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares23,258 from 22,944
Change+314 (+1%)
Value$6.1M (+$310.4K)
Filed 2026-11-05
Claro Advisors Inc.
DECREASED
Shares23,256 from 23,282
Change-26 (0%)
Value$6.1M (+$224.8K)
Filed 2026-11-02
Nelson Capital Management, LLC
DECREASED
Shares23,128 from 23,345
Change-217 (-1%)
Value$6.1M (+$175.5K)
Filed 2026-11-09
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares23,102 from 24,344
Change-1,242 (-5%)
Value$6.0M (-$82.7K)
Filed 2026-10-19
Valley Brook Capital Group, Inc.
DECREASED
Shares23,099 from 23,146
Change-47 (0%)
Value$6.0M (+$217.9K)
Filed 2026-10-26
Investment House LLC
DECREASED
Shares22,864 from 45,938
Change-23,074 (-50%)
Value$6.0M (-$5.6M)
Filed 2026-10-21
Canal Capital Management, LLC
INCREASED
Shares22,829 from 4,890
Change+17,939 (+367%)
Value$6.0M (+$4.7M)
Filed 2026-11-10
Founders Capital Management, LLC
UNCHANGED
Shares22,823 from 22,823
Change0 (0%)
Value$6.0M (+$227.1K)
Filed 2026-10-23
Impact Capital Partners LLC
INCREASED
Shares22,796 from 22,723
Change+73 (+0%)
Value$6.0M (+$245.0K)
Filed 2026-10-22
M Holdings Securities, Inc.
DECREASED
Shares22,728 from 23,422
Change-694 (-3%)
Value$6.3K (+$596)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares22,647 from 22,908
Change-261 (-1%)
Value$5.9M (+$159.6K)
Filed 2026-11-03
Point Windward Advisors Inc.
DECREASED
Shares22,429 from 22,897
Change-468 (-2%)
Value$5.9M (+$105.4K)
Filed 2026-11-06
Haven Capital Group, Inc.
INCREASED
Shares22,383 from 22,119
Change+264 (+1%)
Value$5.9M (+$289.1K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
DECREASED
Shares22,368 from 22,718
Change-350 (-2%)
Value$5.9M (+$134.5K)
Filed 2026-10-29
Dudley Capital Management, LLC
INCREASED
Shares22,311 from 22,307
Change+4 (+0%)
Value$5.8M (+$223.2K)
Filed 2026-10-23
AMG National Trust Bank
DECREASED
Shares22,254 from 22,461
Change-207 (-1%)
Value$5.8M (+$169.3K)
Filed 2026-11-05
Brendel Financial Advisors LLC
DECREASED
Shares22,243 from 22,515
Change-272 (-1%)
Value$5.8M (+$152.9K)
Filed 2026-11-09
Hourglass Capital, LLC
DECREASED
Shares22,210 from 33,010
Change-10,800 (-33%)
Value$5.8M (-$2.5M)
Filed 2026-10-26
Harmony Asset Management LLC
DECREASED
Shares22,189 from 22,863
Change-674 (-3%)
Value$5.8M (+$51.2K)
Filed 2026-10-20
Advisor OS, LLC
DECREASED
Shares22,136 from 22,462
Change-326 (-1%)
Value$5.8M (+$137.8K)
Filed 2026-11-03
Accurate Wealth Management, LLC
INCREASED
Shares22,117 from 20,888
Change+1,229 (+6%)
Value$6.1M (+$889.2K)
Filed 2026-10-20
Shoker Investment Counsel, Inc.
INCREASED
Shares22,091 from 21,930
Change+161 (+1%)
Value$5.8M (+$260.0K)
Filed 2026-11-04
Northstar Group, Inc.
DECREASED
Shares22,005 from 22,876
Change-871 (-4%)
Value$5.8M (-$228)
Filed 2026-11-10
Sivik Global Healthcare LLC
INCREASED
Shares22,000 from 15,000
Change+7,000 (+47%)
Value$5.8M (+$5.8M)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares21,893 from 20,967
Change+926 (+4%)
Value$5.7M (+$451.0K)
Filed 2026-10-08
Sava Infond d.o.o.
INCREASED
Shares21,872 from 21,692
Change+180 (+1%)
Value$5.7M (+$262.9K)
Filed 2026-10-28
Bfsg, LLC
DECREASED
Shares21,858 from 22,116
Change-258 (-1%)
Value$5.7M (+$152.6K)
Filed 2026-10-30
ASK Capital Investment Managers, LLC
NEW
Shares21,800
Change+21,800
Value$5.7M
Filed 2026-10-14
Cache Advisors, LLC
INCREASED
Shares21,705 from 10,354
Change+11,351 (+110%)
Value$5.7M (+$3.1M)
Filed 2026-10-16
Stablepoint Partners, LLC
DECREASED
Shares21,659 from 21,670
Change-11 (0%)
Value$5.7M (+$212.8K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares21,644 from 20,820
Change+824 (+4%)
Value$5.7M (+$422.7K)
Filed 2026-10-27
PKO Investment Management Joint-Stock Co
INCREASED
Shares21,600 from 21,200
Change+400 (+2%)
Value$5.7M (+$315.6K)
Filed 2026-10-19
Petredis Investment Advisors LLC
INCREASED
Shares21,495 from 21,382
Change+113 (+1%)
Value$5.6M (+$242.3K)
Filed 2026-10-20
Hamel Associates, Inc.
DECREASED
Shares21,371 from 21,448
Change-77 (0%)
Value$5.6M (+$193.3K)
Filed 2026-11-06
Applied Finance Capital Management, LLC
DECREASED
Shares21,207 from 25,128
Change-3,921 (-16%)
Value$5.5M (-$775.7K)
Filed 2026-11-03
Oarsman Capital, Inc.
INCREASED
Shares21,126 from 20,266
Change+860 (+4%)
Value$5.5M (+$426.7K)
Filed 2026-11-05
Thoroughbred Financial Services, LLC
DECREASED
Shares21,118 from 21,227
Change-109 (-1%)
Value$5.5M (+$183.0K)
Filed 2026-11-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares21,084 from 20,281
Change+803 (+4%)
Value$5.5M (+$412.1K)
Filed 2026-10-14
DB&C Advisors, LLC
INCREASED
Shares21,074 from 21,009
Change+65 (+0%)
Value$5.5M (+$225.9K)
Filed 2026-10-26
Scissortail Wealth Management, LLC
INCREASED
Shares20,968 from 20,362
Change+606 (+3%)
Value$5.5M (+$361.0K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
DECREASED
Shares20,942 from 21,218
Change-276 (-1%)
Value$5.5M (+$139.1K)
Filed 2026-10-28
GAM Holding AG
DECREASED
Shares20,927 from 24,717
Change-3,790 (-15%)
Value$5.5M (-$745.5K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares20,852 from 19,928
Change+924 (+5%)
Value$5.5M (+$440.1K)
Filed 2026-10-29
Harbor Capital Advisors, Inc.
INCREASED
Shares20,845 from 20,794
Change+51 (+0%)
Value$5.5M (+$220.0K)
Filed 2026-10-22
Mcdonald Partners LLC
DECREASED
Shares20,777 from 20,808
Change-31 (0%)
Value$5.4M (+$198.9K)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares20,653 from 19,460
Change+1,193 (+6%)
Value$5.4M (+$505.8K)
Filed 2026-10-29
LEE Danner & Bass Inc
DECREASED
Shares20,653 from 20,843
Change-190 (-1%)
Value$5.4M (+$157.7K)
Filed 2026-10-27
Aaron Wealth Advisors LLC
DECREASED
Shares20,639 from 20,993
Change-354 (-2%)
Value$5.4M (+$116.3K)
Filed 2026-10-13
DSG Capital Advisors, LLC
DECREASED
Shares20,584 from 21,460
Change-876 (-4%)
Value$5.4M (+$131.6K)
Filed 2026-11-05
Aviso Wealth Management
INCREASED
Shares20,574 from 20,394
Change+180 (+1%)
Value$5.4M (+$250.0K)
Filed 2026-11-04
HBK Sorce Advisory LLC
DECREASED
Shares20,567 from 20,828
Change-261 (-1%)
Value$5.9M (+$800.5K)
Filed 2026-11-06
Quadrant Private Wealth Management, LLC
INCREASED
Shares20,556 from 20,043
Change+513 (+3%)
Value$5.4M (+$333.7K)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares20,482 from 22,004
Change-1,522 (-7%)
Value$5.4M (-$179.2K)
Filed 2026-10-15
Sanders Morris Harris LLC
INCREASED
Shares20,463 from 1,908
Change+18,555 (+972%)
Value$5.4M (+$4.9M)
Filed 2026-10-14
Alkeme Wealth, LLC
DECREASED
Shares20,341 from 21,536
Change-1,195 (-6%)
Value$5.3M (-$98.3K)
Filed 2026-10-08
International Private Wealth Advisors LLC
INCREASED
Shares20,193 from 14,379
Change+5,814 (+40%)
Value$5.3M (+$1.7M)
Filed 2026-11-05
Community Trust & Investment Co
DECREASED
Shares20,169 from 20,442
Change-273 (-1%)
Value$5.3M (+$132.0K)
Filed 2026-10-15
Slocum, Gordon & Co LLP
DECREASED
Shares20,100 from 20,187
Change-87 (0%)
Value$5.3M (+$178.1K)
Filed 2026-10-19
Mystic Asset Management, Inc.
DECREASED
Shares20,067 from 20,254
Change-187 (-1%)
Value$5.2M (+$152.6K)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
DECREASED
Shares20,041 from 20,061
Change-20 (0%)
Value$5.2M (+$194.4K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
INCREASED
Shares20,007 from 19,981
Change+26 (+0%)
Value$5.2M (+$205.6K)
Filed 2026-10-13
Loudon Investment Management, LLC
UNCHANGED
Shares19,952 from 19,952
Change0 (0%)
Value$5.2M (+$198.5K)
Filed 2026-11-06
Motco
INCREASED
Shares19,911 from 19,885
Change+26 (+0%)
Value$5.2M (+$204.7K)
Filed 2026-11-09
Fragasso Financial Advisors Inc
DECREASED
Shares19,893 from 21,001
Change-1,108 (-5%)
Value$5.5M (+$215.1K)
Filed 2026-10-13
Bochk Asset Management Ltd
DECREASED
Shares19,800 from 41,590
Change-21,790 (-52%)
Value$5.2M (-$5.3M)
Filed 2026-10-29
Capital Asset Advisory Services LLC
DECREASED
Shares19,742 from 22,814
Change-3,072 (-13%)
Value$5.6M (-$111.3K)
Filed 2026-10-30
Stillwater Wealth Management Group
DECREASED
Shares19,741 from 20,034
Change-293 (-1%)
Value$5.2M (+$122.8K)
Filed 2026-10-21
Zions Bancorporation, National Association
DECREASED
Shares19,739 from 41,284
Change-21,545 (-52%)
Value$5.2M (-$5.2M)
Filed 2026-11-06
Sara-Bay Financial
INCREASED
Shares19,672 from 18,132
Change+1,540 (+8%)
Value$5.1M (+$583.3K)
Filed 2026-10-21
Embree Financial Group
DECREASED
Shares19,656 from 19,706
Change-50 (0%)
Value$5.1M (+$183.0K)
Filed 2026-10-22
Covenant Asset Management, LLC
DECREASED
Shares19,645 from 19,947
Change-302 (-2%)
Value$5.1M (+$119.5K)
Filed 2026-10-14
Trust Asset Management LLC
UNCHANGED
Shares19,589 from 19,589
Change0 (0%)
Value$5.1M (+$194.9K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares19,525 from 19,859
Change-334 (-2%)
Value$5.1M (+$110.2K)
Filed 2026-10-28
AlphaStar Capital Management, LLC
INCREASED
Shares19,380 from 17,081
Change+2,299 (+13%)
Value$5.1M (+$771.5K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
INCREASED
Shares19,361 from 19,350
Change+11 (+0%)
Value$5.1M (+$195.4K)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED
Shares19,356 from 20,235
Change-879 (-4%)
Value$5.1M (-$28.6K)
Filed 2026-10-15
Carolina Wealth Advisors, LLC
INCREASED
Shares19,316 from 18,741
Change+575 (+3%)
Value$5.1M (+$336.9K)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares19,310 from 19,832
Change-522 (-3%)
Value$5.0M (+$39.9K)
Filed 2026-11-02
Factor Wealth Management LTD
INCREASED
Shares19,240 from 19,033
Change+207 (+1%)
Value$5.0M (+$243.7K)
Filed 2026-10-08
Schnieders Capital Management, Llc.
INCREASED
Shares19,162 from 19,159
Change+3 (+0%)
Value$5.0M (+$191.3K)
Filed 2026-11-09
Leelyn Smith, LLC
DECREASED
Shares19,150 from 19,606
Change-456 (-2%)
Value$5.0M (+$75.7K)
Filed 2026-11-03
Morse Asset Management, Inc
INCREASED
Shares19,012 from 18,441
Change+571 (+3%)
Value$5.0M (+$332.9K)
Filed 2026-11-09
First Bank & Trust
DECREASED
Shares18,959 from 20,753
Change-1,794 (-9%)
Value$5.0M (-$262.8K)
Filed 2026-10-19
Investors Asset Management of Georgia Inc
INCREASED
Shares18,946 from 18,592
Change+354 (+2%)
Value$5.0M (+$277.6K)
Filed 2026-10-20
Albion Financial Group
INCREASED
Shares18,905 from 18,850
Change+55 (+0%)
Value$4.9M (+$201.8K)
Filed 2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares18,896 from 18,956
Change-60 (0%)
Value$4.9M (+$172.9K)
Filed 2026-11-03
Ashurst Perkins Coie Trust Co
DECREASED
Shares18,842 from 18,907
Change-65 (0%)
Value$4.9M (+$170.9K)
Filed 2026-10-15
Manchester Capital Management LLC
DECREASED
Shares18,832 from 19,010
Change-178 (-1%)
Value$4.9M (+$142.6K)
Filed 2026-10-22
Convergence Investment Partners, LLC
DECREASED
Shares18,823 from 19,281
Change-458 (-2%)
Value$4.9M (+$71.8K)
Filed 2026-10-28
Old Second National Bank of Aurora
DECREASED
Shares18,811 from 19,247
Change-436 (-2%)
Value$4.9M (+$77.5K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
DECREASED
Shares18,794 from 18,944
Change-150 (-1%)
Value$4.9M (+$149.0K)
Filed 2026-11-03
Telos Capital Management, Inc.
INCREASED
Shares18,768 from 18,380
Change+388 (+2%)
Value$4.9M (+$284.4K)
Filed 2026-11-02
Alpine Bank Wealth Management
INCREASED
Shares18,763 from 18,449
Change+314 (+2%)
Value$4.9M (+$265.7K)
Filed 2026-10-16
Brick & Kyle, Associates
DECREASED
Shares18,760 from 19,482
Change-722 (-4%)
Value$4.9M (+$670.4K)
Filed 2026-11-05
Robeco Schweiz AG
DECREASED
Shares18,713 from 21,142
Change-2,429 (-11%)
Value$4.9M (-$425.0K)
Filed 2026-10-23
Keudell ison Wealth Management
DECREASED
Shares18,682 from 20,064
Change-1,382 (-7%)
Value$4.9M (-$161.8K)
Filed 2026-10-16
Chesley Taft & Associates LLC
DECREASED
Shares18,662 from 19,924
Change-1,262 (-6%)
Value$4.9M (-$131.9K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares18,651 from 22,305
Change-3,654 (-16%)
Value$4.9M (-$733.7K)
Filed 2026-10-16
RKL Wealth Management LLC
INCREASED
Shares18,566 from 17,191
Change+1,375 (+8%)
Value$4.9M (+$530.7K)
Filed 2026-10-16
SFE Investment Counsel
DECREASED
Shares18,540 from 19,074
Change-534 (-3%)
Value$4.8M (+$50.1K)
Filed 2026-10-29
Werlinich Asset Management, LLC
UNCHANGED
Shares18,535 from 18,535
Change0 (0%)
Value$4.8M (+$184.4K)
Filed 2026-10-09
G&S Capital LLC
INCREASED
Shares18,510 from 18,392
Change+118 (+1%)
Value$4.8M (+$213.7K)
Filed 2026-10-23
TFR Capital, Llc.
INCREASED
Shares18,461 from 16,506
Change+1,955 (+12%)
Value$4.8M (+$675.6K)
Filed 2026-11-09
Institute for Wealth Management, Llc.
INCREASED
Shares18,396 from 18,395
Change+1 (+0%)
Value$4.8M (+$183.4K)
Filed 2026-11-06
Lipe & Dalton
UNCHANGED
Shares18,365 from 18,365
Change0 (0%)
Value$4.8M (+$183.0K)
Filed 2026-10-15
Sageworth Trust Co
INCREASED
Shares18,347 from 18,313
Change+34 (+0%)
Value$4.8M (+$191.1K)
Filed 2026-10-30
Grandview Asset Management LLC
INCREASED
Shares18,260 from 17,987
Change+273 (+2%)
Value$4.8M (+$250.4K)
Filed 2026-10-19
Peoples Financial Services Corp.
DECREASED
Shares18,258 from 18,482
Change-224 (-1%)
Value$4.8M (+$125.1K)
Filed 2026-10-20
Plimoth Trust Co LLC
DECREASED
Shares18,239 from 18,365
Change-126 (-1%)
Value$4.8M (+$149.8K)
Filed 2026-10-26
Wolff Wiese Magana LLC
DECREASED
Shares18,213 from 18,267
Change-54 (0%)
Value$4.8M (+$167.5K)
Filed 2026-10-15
Northeast Investment Management
INCREASED
Shares18,175 from 12,037
Change+6,138 (+51%)
Value$4.8M (+$1.7M)
Filed 2026-10-30
Cohen Klingenstein LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$4.7M (+$179.1K)
Filed 2026-10-15
Greenfield Savings Bank
DECREASED
Shares17,997 from 18,174
Change-177 (-1%)
Value$4.7M (+$134.5K)
Filed 2026-10-07
Pine Haven Investment Counsel, Inc
DECREASED
Shares17,963 from 17,973
Change-10 (0%)
Value$4.7M (+$176.2K)
Filed 2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED
Shares17,940 from 17,367
Change+573 (+3%)
Value$4.7M (+$322.7K)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares17,914 from 17,814
Change+100 (+1%)
Value$4.7M (+$203.4K)
Filed 2026-11-03
Brown Miller Wealth Management, LLC
DECREASED
Shares17,908 from 18,710
Change-802 (-4%)
Value$4.7M (-$23.5K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares17,904 from 17,535
Change+369 (+2%)
Value$4.7M (+$271.1K)
Filed 2026-10-21
China Universal Asset Management Co., Ltd.
INCREASED
Shares17,903 from 6,913
Change+10,990 (+159%)
Value$4.7M (+$3.0M)
Filed 2026-10-28
Center for Financial Planning, Inc.
INCREASED
Shares17,893 from 17,400
Change+493 (+3%)
Value$4.7M (+$302.4K)
Filed 2026-10-26
Sierra Summit Advisors LLC
INCREASED
Shares17,799 from 17,459
Change+340 (+2%)
Value$4.7M (+$262.7K)
Filed 2026-10-28
Citadel Investment Advisory, Inc.
DECREASED
Shares17,791 from 17,848
Change-57 (0%)
Value$4.7M (+$163.0K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares17,789 from 18,383
Change-594 (-3%)
Value$4.7M (+$27.0K)
Filed 2026-10-14
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares17,730 from 18,159
Change-429 (-2%)
Value$4.6M (+$68.3K)
Filed 2026-10-19
Ledyard National Bank
INCREASED
Shares17,706 from 17,080
Change+626 (+4%)
Value$4.6M (+$333.7K)
Filed 2026-10-21
Rayburn West Financial Services LLC
UNCHANGED
Shares17,620 from 17,620
Change0 (0%)
Value$4.6M (+$175.3K)
Filed 2026-11-03
Fiduciary Family Office, LLC
INCREASED
Shares17,596 from 13,857
Change+3,739 (+27%)
Value$4.6M (+$1.1M)
Filed 2026-11-04
Live Oak Private Wealth LLC
DECREASED
Shares17,478 from 17,541
Change-63 (0%)
Value$4.6M (+$158.1K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares17,471 from 19,879
Change-2,408 (-12%)
Value$4.6M (-$431.5K)
Filed 2026-10-20
Oxler Private Wealth LLC
INCREASED
Shares17,397 from 17,280
Change+117 (+1%)
Value$4.6M (+$202.6K)
Filed 2026-10-21
Triad Wealth Partners, LLC
DECREASED
Shares17,372 from 18,700
Change-1,328 (-7%)
Value$4.5M (-$39.1K)
Filed 2026-10-26
Promethium Advisors,llc
DECREASED
Shares17,349 from 17,471
Change-122 (-1%)
Value$4.5M (+$141.9K)
Filed 2026-10-19
LS Investment Advisors, LLC
INCREASED
Shares17,285 from 12,835
Change+4,450 (+35%)
Value$4.5M (+$1.3M)
Filed 2026-10-13
M3 Wealth Management, LLC
DECREASED
Shares17,280 from 17,323
Change-43 (0%)
Value$4.5M (+$161.1K)
Filed 2026-11-09
Royal Palms Capital LLC
DECREASED
Shares17,266 from 17,806
Change-540 (-3%)
Value$4.5M (+$35.9K)
Filed 2026-10-23
Delta Capital Management LLC
DECREASED
Shares17,185 from 17,205
Change-20 (0%)
Value$4.5M (+$166.0K)
Filed 2026-10-16
True North Advisors, LLC
INCREASED
Shares17,124 from 15,735
Change+1,389 (+9%)
Value$4.5M (+$520.0K)
Filed 2026-10-22
Scott & Selber, Inc.
INCREASED
Shares17,124 from 17,076
Change+48 (+0%)
Value$4.5M (+$182.4K)
Filed 2026-10-21
Blue Fin Capital, Inc.
INCREASED
Shares17,109 from 17,104
Change+5 (+0%)
Value$4.5M (+$171.5K)
Filed 2026-10-28
Armstrong Henry H Associates Inc
DECREASED
Shares17,027 from 17,623
Change-596 (-3%)
Value$4.5M (+$19.4K)
Filed 2026-10-07
JGP Wealth Management, LLC
DECREASED
Shares17,027 from 17,144
Change-117 (-1%)
Value$4.5M (+$139.9K)
Filed 2026-10-13
Home Federal Bank of Tennessee
DECREASED
Shares17,003 from 17,227
Change-224 (-1%)
Value$4.4M (+$112.8K)
Filed 2026-10-15
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$4.4M (+$169.2K)
Filed 2026-11-06
Viewpoint Investment Partners Corp
DECREASED
Shares16,890 from 16,950
Change-60 (0%)
Value$4.7M (+$172.0K)
Filed 2026-10-26
Ranch Capital Advisors Inc.
INCREASED
Shares16,870 from 16,101
Change+769 (+5%)
Value$4.4M (+$361.3K)
Filed 2026-11-09
Resonant Capital Advisors, LLC
INCREASED
Shares16,844 from 16,399
Change+445 (+3%)
Value$4.4M (+$279.6K)
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares16,792 from 11,572
Change+5,220 (+45%)
Value$4.4M (+$1.5M)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares16,758 from 17,031
Change-273 (-2%)
Value$4.4M (+$98.0K)
Filed 2026-10-23
Plancorp, LLC
INCREASED
Shares16,731 from 16,225
Change+506 (+3%)
Value$4.9M (+$910.1K)
Filed 2026-11-03
Elco Management Co., LLC
DECREASED
Shares16,722 from 16,862
Change-140 (-1%)
Value$4.4M (+$131.2K)
Filed 2026-10-14
Founders Financial Alliance, LLC
DECREASED
Shares16,695 from 17,208
Change-513 (-3%)
Value$4.4M (+$36.9K)
Filed 2026-11-10
15 Wealth Advisors LLC
NEW
Shares16,689
Change+16,689
Value$4.4M
Filed 2026-10-14
Matthew Goff Investment Advisor, LLC
DECREASED
Shares16,662 from 16,703
Change-41 (0%)
Value$4.4M (+$155.5K)
Filed 2026-10-13
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares16,626 from 19,202
Change-2,576 (-13%)
Value$4.4M (-$639.9K)
Filed 2026-10-16
Cigna Investments Inc
DECREASED
Shares16,544 from 16,771
Change-227 (-1%)
Value$4.3M (+$107.0K)
Filed 2026-10-19
Westside Investment Management, Inc.
DECREASED
Shares16,490 from 16,600
Change-110 (-1%)
Value$4.3M (+$138.7K)
Filed 2026-11-02
Interchange Capital Partners, LLC
INCREASED
Shares16,442 from 16,195
Change+247 (+2%)
Value$4.3M (+$225.8K)
Filed 2026-10-28
Collar Capital Management, LLC
INCREASED
Shares16,436 from 15,383
Change+1,053 (+7%)
Value$4.3M (+$428.5K)
Filed 2026-10-28
Strong Tower Advisory Services
INCREASED
Shares16,406 from 16,313
Change+93 (+1%)
Value$4.3M (+$186.7K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares16,405 from 15,394
Change+1,011 (+7%)
Value$4.6M (+$690.1K)
Filed 2026-10-13
Fulcrum Asset Management LLP
INCREASED
Shares16,402 from 8,198
Change+8,204 (+100%)
Value$4.3M (+$2.2M)
Filed 2026-11-04
West Michigan Advisors, LLC
DECREASED
Shares16,394 from 16,983
Change-589 (-3%)
Value$4.3M (+$14.9K)
Filed 2026-11-09
Calamos Wealth Management LLC
INCREASED
Shares16,387 from 15,919
Change+468 (+3%)
Value$4.3M (+$280.9K)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares16,386 from 16,434
Change-48 (0%)
Value$4.3M (+$151.1K)
Filed 2026-11-02
Perpetual Ltd
DECREASED
Shares16,376 from 21,294
Change-4,918 (-23%)
Value$4.3M (-$1.1M)
Filed 2026-10-13
Cornerstone Advisory, LLC
INCREASED
Shares16,358 from 16,202
Change+156 (+1%)
Value$4.3M (+$202.0K)
Filed 2026-11-06
Caliber Wealth Management, LLC / KS
INCREASED
Shares16,283 from 16,265
Change+18 (+0%)
Value$4.3M (+$166.5K)
Filed 2026-11-04
Davidson Capital Management Inc.
NEW
Shares16,272
Change+16,272
Value$4.3M
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares16,271 from 11,579
Change+4,692 (+41%)
Value$4.3M (+$1.7M)
Filed 2026-10-13
Rice Partnership, LLC
INCREASED
Shares16,238 from 1,713
Change+14,525 (+848%)
Value$4.2M (+$3.8M)
Filed 2026-11-09
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares16,216 from 3,815
Change+12,401 (+325%)
Value$4.2M (+$3.3M)
Filed 2026-10-30
MPS Loria Financial Planners, LLC
INCREASED
Shares16,160 from 16,065
Change+95 (+1%)
Value$4.2M (+$184.7K)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
INCREASED
Shares16,150 from 14,618
Change+1,532 (+10%)
Value$4.2M (+$546.2K)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares16,137 from 15,875
Change+262 (+2%)
Value$4.2M (+$226.5K)
Filed 2026-10-19
Lazari Capital Management, Inc.
DECREASED
Shares16,084 from 16,094
Change-10 (0%)
Value$4.2M (+$157.5K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares16,051 from 16,133
Change-82 (-1%)
Value$4.2M (+$139.2K)
Filed 2026-10-14
Sentinel Trust Co LBA
INCREASED
Shares15,943 from 14,743
Change+1,200 (+8%)
Value$4.2M (+$461.0K)
Filed 2026-11-03
Mechanics Bank Trust Department
DECREASED
Shares15,933 from 15,961
Change-28 (0%)
Value$4.2M (+$151.5K)
Filed 2026-10-13
Cordatus Wealth Management LLC
DECREASED
Shares15,910 from 16,405
Change-495 (-3%)
Value$4.2M (+$33.7K)
Filed 2026-10-19
Spirit of America Management Corp
DECREASED
Shares15,900 from 16,350
Change-450 (-3%)
Value$4.2M (+$45.0K)
Filed 2026-10-14
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares15,897 from 15,598
Change+299 (+2%)
Value$4.2M (+$233.4K)
Filed 2026-10-14
Lewis Asset Management, LLC
DECREASED
Shares15,890 from 16,195
Change-305 (-2%)
Value$4.2M (+$81.4K)
Filed 2026-10-14
BFI Infinity Ltd.
NEW
Shares15,882
Change+15,882
Value$4.2M
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares15,838 from 15,573
Change+265 (+2%)
Value$4.1M (+$224.2K)
Filed 2026-10-26
Catalyst Financial Partners LLC
INCREASED
Shares15,803 from 15,393
Change+410 (+3%)
Value$4.1M (+$260.4K)
Filed 2026-11-06
Silver OAK Securities, Incorporated
DECREASED
Shares15,727 from 25,544
Change-9,817 (-38%)
Value$4.6M (-$1.8M)
Filed 2026-11-09
Kennedy Investment Group, Inc.
DECREASED
Shares15,724 from 15,754
Change-30 (0%)
Value$4.1M (+$149.0K)
Filed 2026-10-21
Nemes Rush Group LLC
DECREASED
Shares15,706 from 15,922
Change-216 (-1%)
Value$4.1M (+$101.8K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares15,667 from 20,373
Change-4,706 (-23%)
Value$4.1M (-$1.0M)
Filed 2026-11-02
Hanson & Doremus Investment Management
DECREASED
Shares15,555 from 16,581
Change-1,026 (-6%)
Value$4.1M (-$103.0K)
Filed 2026-10-16
Hall Capital Management Co Inc
DECREASED
Shares15,550 from 15,560
Change-10 (0%)
Value$4.1M (+$152.2K)
Filed 2026-11-09
Chapin Davis, Inc.
DECREASED
Shares15,545 from 15,763
Change-218 (-1%)
Value$4.1M (+$99.8K)
Filed 2026-10-09
Moody National Bank Trust Division
DECREASED
Shares15,524 from 15,834
Change-310 (-2%)
Value$4.1M (+$76.5K)
Filed 2026-10-06
Beaton Management Co. Inc.
DECREASED
Shares15,510 from 15,542
Change-32 (0%)
Value$4.1M (+$146.0K)
Filed 2026-11-09
Grove Bank & Trust
INCREASED
Shares15,465 from 15,353
Change+112 (+1%)
Value$4.0M (+$182.1K)
Filed 2026-10-08
Linden Thomas Advisory Services, LLC
INCREASED
Shares15,463 from 15,041
Change+422 (+3%)
Value$4.0M (+$260.0K)
Filed 2026-10-19
Morningstar Investment Management LLC
INCREASED
Shares15,448 from 14,799
Change+649 (+4%)
Value$4.0M (+$822.4K)
Filed 2026-11-09
Mountain Pacific Investment Advisers LLC
INCREASED
Shares15,440 from 15,325
Change+115 (+1%)
Value$4.0M (+$182.6K)
Filed 2026-10-29
Deseret Mutual Benefit Administrators
DECREASED
Shares15,411 from 16,153
Change-742 (-5%)
Value$4.0M (-$33.4K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
DECREASED
Shares15,382 from 16,214
Change-832 (-5%)
Value$4.0M (-$56.3K)
Filed 2026-10-21
3Chopt Investment Partners, LLC
INCREASED
Shares15,374 from 14,191
Change+1,183 (+8%)
Value$4.0M (+$450.7K)
Filed 2026-10-30
HCR Wealth Advisors
INCREASED
Shares15,289 from 14,341
Change+948 (+7%)
Value$4.0M (+$390.8K)
Filed 2026-10-15
Peterson Wealth Services
INCREASED
Shares15,285 from 14,557
Change+728 (+5%)
Value$4.0M (+$335.4K)
Filed 2026-10-26
Lakeside Advisors, Inc.
DECREASED
Shares15,276 from 15,376
Change-100 (-1%)
Value$4.0M (+$126.8K)
Filed 2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares15,232 from 15,383
Change-151 (-1%)
Value$4.0M (+$113.6K)
Filed 2026-10-08
Indivisible Partners
INCREASED
Shares15,228 from 12,876
Change+2,352 (+18%)
Value$4.0M (+$743.3K)
Filed 2026-10-26
Parcion Private Wealth LLC
INCREASED
Shares15,209 from 15,052
Change+157 (+1%)
Value$4.0M (+$190.8K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares15,194 from 15,832
Change-638 (-4%)
Value$4.3M (+$287.3K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
DECREASED
Shares15,188 from 15,431
Change-243 (-2%)
Value$4.0M (+$90.0K)
Filed 2026-10-30
Meadowbrook Wealth Management, LLC
INCREASED
Shares15,184 from 13,054
Change+2,130 (+16%)
Value$4.0M (+$687.1K)
Filed 2026-10-08
Griffith & Werner, Inc.
INCREASED
Shares15,159 from 14,738
Change+421 (+3%)
Value$4.0M (+$256.3K)
Filed 2026-11-04
Integras Partners LLC
DECREASED
Shares15,131 from 15,318
Change-187 (-1%)
Value$4.0M (+$103.5K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
DECREASED
Shares15,123 from 15,278
Change-155 (-1%)
Value$4.0M (+$111.5K)
Filed 2026-10-22
Lifetime Wealth Management P.C.
DECREASED
Shares15,006 from 15,284
Change-278 (-2%)
Value$3.9M (+$79.4K)
Filed 2026-10-29
Stolper Co
DECREASED
Shares14,981 from 15,019
Change-38 (0%)
Value$3.9M (+$140.0K)
Filed 2026-10-13
Harbour Trust & Investment Management Co
INCREASED
Shares14,914 from 14,893
Change+21 (+0%)
Value$3.9M (+$153.7K)
Filed 2026-10-28
Crescent Sterling, Ltd.
DECREASED
Shares14,848 from 15,059
Change-211 (-1%)
Value$3.9M (+$94.6K)
Filed 2026-10-16
Abundance Wealth Counselors
DECREASED
Shares14,808 from 15,222
Change-414 (-3%)
Value$3.9M (+$43.2K)
Filed 2026-10-26
Wilkins Investment Counsel Inc
DECREASED
Shares14,782 from 14,832
Change-50 (0%)
Value$3.9M (+$134.5K)
Filed 2026-11-03
Clear Trail Advisors, LLC
INCREASED
Shares14,766 from 11,904
Change+2,862 (+24%)
Value$3.9M (+$867.2K)
Filed 2026-10-20
Tealwood Asset Management Inc
DECREASED
Shares14,726 from 14,888
Change-162 (-1%)
Value$3.9M (+$106.0K)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares14,679 from 15,049
Change-370 (-2%)
Value$4.2M (+$540.7K)
Filed 2026-10-26
First County Bank
INCREASED
Shares14,671 from 14,610
Change+61 (+0%)
Value$3.8M (+$161.3K)
Filed 2026-10-13
Essential Investment Partners LLC
INCREASED
Shares14,646 from 14,411
Change+235 (+2%)
Value$3.8M (+$204.9K)
Filed 2026-10-27
United Asset Strategies, Inc.
INCREASED
Shares14,621 from 14,614
Change+7 (+0%)
Value$3.8M (+$147.2K)
Filed 2026-10-28
Argonautica Private Wealth Management, Inc
DECREASED
Shares14,566 from 14,639
Change-73 (0%)
Value$3.8M (+$126.6K)
Filed 2026-11-02
Jackson Square Capital, LLC
DECREASED
Shares14,543 from 14,566
Change-23 (0%)
Value$3.8M (+$138.9K)
Filed 2026-10-19
Forbes J M & Co LLP
INCREASED
Shares14,482 from 14,460
Change+22 (+0%)
Value$3.8M (+$149.6K)
Filed 2026-10-16
DeDora Capital, Inc.
DECREASED
Shares14,479 from 15,149
Change-670 (-4%)
Value$3.8M (-$24.6K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
DECREASED
Shares14,473 from 14,566
Change-93 (-1%)
Value$3.8M (+$120.6K)
Filed 2026-10-28
Detalus Advisors, LLC
INCREASED
Shares14,467 from 14,381
Change+86 (+1%)
Value$3.8M (+$165.5K)
Filed 2026-10-15
Aull & Monroe Investment Management Corp
DECREASED
Shares14,463 from 14,519
Change-56 (0%)
Value$3.8M (+$129.9K)
Filed 2026-10-16
Blankinship & Foster, LLC
DECREASED
Shares14,417 from 15,397
Change-980 (-6%)
Value$3.8M (-$103.0K)
Filed 2026-10-19
Inlet Private Wealth, LLC
DECREASED
Shares14,411 from 14,421
Change-10 (0%)
Value$3.8M (+$140.9K)
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares14,409 from 15,689
Change-1,280 (-8%)
Value$3.8M (-$178.7K)
Filed 2026-10-30
Compton Wealth Advisory Group, LLC
DECREASED
Shares14,400 from 15,094
Change-694 (-5%)
Value$3.7M (-$46.5K)
Filed 2026-10-13
Parthenon LLC
INCREASED
Shares14,335 from 14,215
Change+120 (+1%)
Value$3.7M (+$172.8K)
Filed 2026-10-22
Raleigh Capital Management Inc.
DECREASED
Shares14,297 from 18,091
Change-3,794 (-21%)
Value$3.7M (-$812.6K)
Filed 2026-10-28
CNB Bank
DECREASED
Shares14,276 from 14,526
Change-250 (-2%)
Value$3.7M (+$79.1K)
Filed 2026-11-09
Cornerstone Planning, LLC
INCREASED
Shares14,267 from 14,208
Change+59 (+0%)
Value$3.6M (+$57.9K)
Filed 2026-10-27
Cypress Capital, LLC
INCREASED
Shares14,228 from 13,964
Change+264 (+2%)
Value$3.7M (+$208.0K)
Filed 2026-10-20
Augustine Asset Management Inc
NEW
Shares14,133
Change+14,133
Value$3.7M
Filed 2026-10-13
Harold Davidson & Associates Inc.
INCREASED
Shares14,123 from 14,062
Change+61 (+0%)
Value$3.7M (+$155.9K)
Filed 2026-10-29
Bank of New Hampshire
DECREASED
Shares14,117 from 14,813
Change-696 (-5%)
Value$3.7M (-$34.7K)
Filed 2026-10-06
Cooper Financial Group
INCREASED
Shares14,096 from 11,460
Change+2,636 (+23%)
Value$3.7M (+$803.5K)
Filed 2026-10-07
Uhlmann Price Securities, LLC
INCREASED
Shares14,084 from 12,593
Change+1,491 (+12%)
Value$3.7M (+$514.8K)
Filed 2026-11-03
River Street Advisors LLC
INCREASED
Shares14,074 from 13,777
Change+297 (+2%)
Value$3.7M (+$214.8K)
Filed 2026-10-22
First Financial Bankshares Inc
INCREASED
Shares14,069 from 4,069
Change+10,000 (+246%)
Value$3.7M (+$2.7M)
Filed 2026-11-10
Premier Path Wealth Partners, LLC
INCREASED
Shares14,057 from 13,169
Change+888 (+7%)
Value$3.7M (+$363.4K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED
Shares14,048 from 14,062
Change-14 (0%)
Value$3.7M (+$136.3K)
Filed 2026-10-13
Luts & Greenleigh Group, Inc.
INCREASED
Shares14,004 from 13,854
Change+150 (+1%)
Value$3.7M (+$177.1K)
Filed 2026-11-05
Allen Investment Management, LLC
UNCHANGED
Shares13,993 from 13,993
Change0 (0%)
Value$3.7M (+$139.2K)
Filed 2026-11-03
Weaver Capital Management LLC
INCREASED
Shares13,965 from 12,498
Change+1,467 (+12%)
Value$3.7M (+$934.9K)
Filed 2026-10-15
Chesapeake Wealth Management
DECREASED
Shares13,924 from 14,357
Change-433 (-3%)
Value$3.6M (+$29.6K)
Filed 2026-11-09
Aspen Investment Management Inc
INCREASED
Shares13,911 from 13,782
Change+129 (+1%)
Value$3.6M (+$171.0K)
Filed 2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares13,910 from 13,924
Change-14 (0%)
Value$3.6M (+$134.9K)
Filed 2026-10-13
Marino, Stram & Associates LLC
DECREASED
Shares13,761 from 13,846
Change-85 (-1%)
Value$3.6M (+$115.6K)
Filed 2026-10-22
Clearstead Trust, LLC
INCREASED
Shares13,677 from 13,194
Change+483 (+4%)
Value$3.6M (+$257.6K)
Filed 2026-11-06
71 West Capital Partners
INCREASED
Shares13,672 from 12,555
Change+1,117 (+9%)
Value$3.6M (+$417.1K)
Filed 2026-11-04
Essex Bank
DECREASED
Shares13,570 from 13,631
Change-61 (0%)
Value$3.5M (+$119.5K)
Filed 2026-10-16
Adirondack Trust Co
DECREASED
Shares13,569 from 13,727
Change-158 (-1%)
Value$3.5M (+$95.1K)
Filed 2026-10-14
SWS Partners
INCREASED
Shares13,540 from 13,364
Change+176 (+1%)
Value$3.5M (+$179.0K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
DECREASED
Shares13,539 from 13,594
Change-55 (0%)
Value$3.5M (+$120.9K)
Filed 2026-10-13
Excalibur Management Corp
DECREASED
Shares13,472 from 13,505
Change-33 (0%)
Value$3.5M (+$125.7K)
Filed 2026-11-02
Matrix Trust Co
INCREASED
Shares13,447 from 12,555
Change+892 (+7%)
Value$3.5M (+$359.0K)
Filed 2026-10-07
Bowen Hanes & Co Inc
INCREASED
Shares13,440 from 12,440
Change+1,000 (+8%)
Value$3.5M (+$810.2K)
Filed 2026-11-09
Spire Wealth Management
INCREASED
Shares13,374 from 13,113
Change+261 (+2%)
Value$3.5M (+$199.0K)
Filed 2026-10-30
Shuttleworth & Co
DECREASED
Shares13,372 from 13,604
Change-232 (-2%)
Value$3.5M (+$74.7K)
Filed 2026-10-30
Klingman & Associates, LLC
INCREASED
Shares13,364 from 13,168
Change+196 (+1%)
Value$3.5M (+$182.3K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
INCREASED
Shares13,359 from 13,353
Change+6 (+0%)
Value$3.5M (+$134.5K)
Filed 2026-10-22
TMB Capital Partners, LLC
INCREASED
Shares13,334 from 13,068
Change+266 (+2%)
Value$3.5M (+$199.6K)
Filed 2026-10-20
TKG Advisors, LLC
INCREASED
Shares13,311 from 12,662
Change+649 (+5%)
Value$3.5M (+$295.8K)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares13,304 from 14,349
Change-1,045 (-7%)
Value$3.5M (-$130.6K)
Filed 2026-10-28
First Community Trust NA
INCREASED
Shares13,252 from 12,146
Change+1,106 (+9%)
Value$3.5M (+$410.2K)
Filed 2026-10-07
Stonebridge Wealth Management, LLC
INCREASED
Shares13,218 from 13,217
Change+1 (+0%)
Value$3.5M (+$131.5K)
Filed 2026-10-09
Mitchell Sinkler & Starr
DECREASED
Shares13,217 from 13,417
Change-200 (-1%)
Value$3.5M (+$81.2K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
DECREASED
Shares13,157 from 13,209
Change-52 (0%)
Value$3.4M (+$117.8K)
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares13,156 from 12,627
Change+529 (+4%)
Value$3.4M (+$264.0K)
Filed 2026-10-28
Optimist Retirement Group LLC
INCREASED
Shares13,085 from 12,838
Change+247 (+2%)
Value$3.4M (+$192.2K)
Filed 2026-10-30
Montgomery Investment Management Inc
UNCHANGED
Shares13,045 from 13,045
Change0 (0%)
Value$3.4M (+$129.8K)
Filed 2026-10-26
Acumen Wealth Advisors, LLC
INCREASED
Shares13,043 from 9,708
Change+3,335 (+34%)
Value$3.4M (+$969.0K)
Filed 2026-11-05
Enterprise Financial Services Corp
DECREASED
Shares13,031 from 13,105
Change-74 (-1%)
Value$3.4M (+$111.0K)
Filed 2026-11-03
Prosperity Financial Group, Inc.
INCREASED
Shares12,998 from 11,474
Change+1,524 (+13%)
Value$3.4M (+$512.7K)
Filed 2026-10-29
Steele Capital Management, Inc.
INCREASED
Shares12,948 from 12,700
Change+248 (+2%)
Value$3.4M (+$191.2K)
Filed 2026-11-02
Park Place Capital Corp
DECREASED
Shares12,923 from 14,307
Change-1,384 (-10%)
Value$3.4M (-$219.6K)
Filed 2026-11-09
Mendel Money Management
INCREASED
Shares12,908 from 12,753
Change+155 (+1%)
Value$3.4M (+$167.4K)
Filed 2026-11-02
Diversified Enterprises, LLC
INCREASED
Shares12,871 from 12,729
Change+142 (+1%)
Value$3.4M (+$163.9K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED
Shares12,865 from 12,836
Change+29 (+0%)
Value$3.4M (+$135.2K)
Filed 2026-10-09
Providence Wealth Advisors, LLC
INCREASED
Shares12,842 from 12,831
Change+11 (+0%)
Value$3.4M (+$45.6K)
Filed 2026-10-29
Cullen Investment Group, Ltd.
DECREASED
Shares12,823 from 12,865
Change-42 (0%)
Value$3.6M (+$367.5K)
Filed 2026-10-13
Oakworth Capital, Inc.
INCREASED
Shares12,791 from 12,650
Change+141 (+1%)
Value$3.3M (+$164.6K)
Filed 2026-10-26
Latitude Advisors, LLC
DECREASED
Shares12,770 from 13,295
Change-525 (-4%)
Value$3.3M (-$5.0K)
Filed 2026-10-27
Wright Investors Service Inc
INCREASED
Shares12,769 from 12,739
Change+30 (+0%)
Value$3.3M (+$134.6K)
Filed 2026-11-02
Alta Advisers Ltd
INCREASED
Shares12,745 from 6,765
Change+5,980 (+88%)
Value$3.3M (+$1.6M)
Filed 2026-11-02
Bank Hapoalim BM
DECREASED
Shares12,740 from 12,788
Change-48 (0%)
Value$3.3M (+$115.0K)
Filed 2026-11-10
Community Bank of Raymore
UNCHANGED
Shares12,673 from 12,673
Change0 (0%)
Value$3.3M (+$126.1K)
Filed 2026-10-23
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares12,615 from 12,568
Change+47 (+0%)
Value$3.3M (+$137.2K)
Filed 2026-10-14
Phoenix Wealth Advisors
DECREASED
Shares12,598 from 12,783
Change-185 (-1%)
Value$3.3M (+$78.8K)
Filed 2026-11-03
Financial Perspectives, Inc
DECREASED
Shares12,573 from 13,220
Change-647 (-5%)
Value$3.3M (-$37.6K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares12,559 from 13,739
Change-1,180 (-9%)
Value$3.3M (-$172.0K)
Filed 2026-10-27
Cox Capital Mgt LLC
DECREASED
Shares12,558 from 12,640
Change-82 (-1%)
Value$3.3M (+$104.2K)
Filed 2026-10-07
Sippican Capital Advisors
DECREASED
Shares12,525 from 12,947
Change-422 (-3%)
Value$3.3M (+$18.4K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
DECREASED
Shares12,519 from 12,680
Change-161 (-1%)
Value$3.3M (+$84.1K)
Filed 2026-10-21
VCI Wealth Management LLC
INCREASED
Shares12,506 from 9,136
Change+3,370 (+37%)
Value$3.3M (+$972.5K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares12,482 from 1,565
Change+10,917 (+698%)
Value$3.3M (+$2.9M)
Filed 2026-10-30
V-Square Quantitative Management LLC
INCREASED
Shares12,467 from 11,211
Change+1,256 (+11%)
Value$3.3M (+$440.1K)
Filed 2026-10-15
TriaGen Wealth Management LLC
DECREASED
Shares12,463 from 12,498
Change-35 (0%)
Value$3.3M (+$115.2K)
Filed 2026-10-14
OmniStar Financial Group, Inc.
INCREASED
Shares12,460 from 10,199
Change+2,261 (+22%)
Value$3.3M (+$692.6K)
Filed 2026-10-26
Independent Solutions Wealth Management, LLC
DECREASED
Shares12,450 from 12,974
Change-524 (-4%)
Value$3.3M (-$8.0K)
Filed 2026-10-28
Northcape Wealth Management, LLC
INCREASED
Shares12,440 from 12,110
Change+330 (+3%)
Value$3.3M (+$206.8K)
Filed 2026-11-04
Quadcap Wealth Management, LLC
DECREASED
Shares12,421 from 12,770
Change-349 (-3%)
Value$3.2M (+$35.4K)
Filed 2026-11-02
Cove Private Wealth, LLC
INCREASED
Shares12,372 from 12,350
Change+22 (+0%)
Value$3.2M (+$128.6K)
Filed 2026-10-28
Pettee Investors, Inc.
UNCHANGED
Shares12,370 from 12,370
Change0 (0%)
Value$3.2M (+$123.1K)
Filed 2026-11-09
Old Republic International Corp
NEW
Shares12,360
Change+12,360
Value$3.2M
Filed 2026-10-26
S.A. Mason LLC
INCREASED
Shares12,345 from 12,339
Change+6 (+0%)
Value$3.2M (+$124.3K)
Filed 2026-10-13
Root Financial Partners, LLC
INCREASED
Shares12,318 from 7,203
Change+5,115 (+71%)
Value$3.2M (+$1.4M)
Filed 2026-10-21
Guardian Investment Management
DECREASED
Shares12,302 from 12,425
Change-123 (-1%)
Value$3.2M (+$91.4K)
Filed 2026-10-23
MBM Wealth Consultants, LLC
INCREASED
Shares12,272 from 12,001
Change+271 (+2%)
Value$3.2M (+$190.3K)
Filed 2026-10-20
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares12,230 from 12,160
Change+70 (+1%)
Value$3.2M (+$139.3K)
Filed 2026-10-13
Marathon Wealth Advisors LLC
DECREASED
Shares12,217 from 12,292
Change-75 (-1%)
Value$3.2M (+$102.7K)
Filed 2026-11-04
Foyston, Gordon & Payne Inc
UNCHANGED
Shares12,200 from 12,200
Change0 (0%)
Value$3.2M (+$121.4K)
Filed 2026-11-02
Congress Asset Management Co
INCREASED
Shares12,173 from 3,356
Change+8,817 (+263%)
Value$3.2M (+$2.3M)
Filed 2026-10-06
NWF Advisory Services Inc.
DECREASED
Shares12,156 from 12,825
Change-669 (-5%)
Value$3.2M (-$47.1K)
Filed 2026-10-19
Koenig Investment Advisory, LLC
DECREASED
Shares12,112 from 12,586
Change-474 (-4%)
Value$3.2M (+$1.2K)
Filed 2026-10-09
Curbstone Financial Management Corp
DECREASED
Shares12,103 from 12,403
Change-300 (-2%)
Value$3.2M (+$44.9K)
Filed 2026-10-21
Sheets Smith Wealth Management
DECREASED
Shares12,076 from 14,811
Change-2,735 (-18%)
Value$3.2M (-$568.1K)
Filed 2026-10-16
Compass Financial Management LLC
INCREASED
Shares12,072 from 11,160
Change+912 (+8%)
Value$3.2M (+$401.2K)
Filed 2026-10-30
Probity Advisors, Inc.
DECREASED
Shares12,049 from 12,209
Change-160 (-1%)
Value$3.2M (+$79.7K)
Filed 2026-10-23
Mcdaniel Terry & Co
DECREASED
Shares12,037 from 12,069
Change-32 (0%)
Value$3.1M (+$111.8K)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED
Shares12,032 from 12,139
Change-107 (-1%)
Value$3.1M (+$92.8K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares12,020 from 10,430
Change+1,590 (+15%)
Value$3.1M (+$519.8K)
Filed 2026-10-28
Jefferies Financial Group Inc.
DECREASED
Shares12,000 from 268,264
Change-256,264 (-96%)
Value$3.1M (-$64.4M)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares11,987 from 11,184
Change+803 (+7%)
Value$3.1M (+$321.3K)
Filed 2026-11-04
Lawood & Co
DECREASED
Shares11,978 from 12,003
Change-25 (0%)
Value$3.1M (+$112.9K)
Filed 2026-10-09
180 Wealth Advisors, LLC
INCREASED
Shares11,964 from 6,433
Change+5,531 (+86%)
Value$3.1M (+$1.5M)
Filed 2026-11-03
Physicians Financial Services, Inc.
DECREASED
Shares11,958 from 12,050
Change-92 (-1%)
Value$3.1M (+$96.0K)
Filed 2026-11-04
Geneva Partners, LLC
NEW
Shares11,942
Change+11,942
Value$3.1M
Filed 2026-10-26
Donoghue Forlines LLC
INCREASED
Shares11,936 from 7,691
Change+4,245 (+55%)
Value$3.1M (+$1.2M)
Filed 2026-11-02
Capital Planning LLC
DECREASED
Shares11,916 from 19,416
Change-7,500 (-39%)
Value$3.1M (-$1.8M)
Filed 2026-10-09
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares11,896 from 11,896
Change0 (0%)
Value$3.1M (+$118.4K)
Filed 2026-10-13
Arista Wealth Management, LLC
INCREASED
Shares11,855 from 11,815
Change+40 (+0%)
Value$3.1M (+$128.0K)
Filed 2026-10-29
Valmark Advisers, Inc.
INCREASED
Shares11,841 from 10,340
Change+1,501 (+15%)
Value$3.1M (+$495.3K)
Filed 2026-11-06
Register Financial Advisors LLC
DECREASED
Shares11,837 from 11,849
Change-12 (0%)
Value$3.1M (+$114.9K)
Filed 2026-10-23
AGP Franklin, LLC
INCREASED
Shares11,834 from 11,463
Change+371 (+3%)
Value$3.1M (+$211.1K)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares11,832 from 17,508
Change-5,676 (-32%)
Value$3.1M (-$1.3M)
Filed 2026-10-30
Millennium Capital Advisors, LLC
DECREASED
Shares11,751 from 11,769
Change-18 (0%)
Value$3.1M (+$112.1K)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares11,726 from 12,795
Change-1,069 (-8%)
Value$3.1M (-$152.3K)
Filed 2026-11-05
Aries Wealth Management
DECREASED
Shares11,718 from 11,730
Change-12 (0%)
Value$3.1M (+$113.6K)
Filed 2026-10-23
Midland Wealth Advisors, LLC
DECREASED
Shares11,706 from 12,663
Change-957 (-8%)
Value$3.1M (-$124.3K)
Filed 2026-10-26
Huntleigh Advisors, Inc.
INCREASED
Shares11,700 from 11,653
Change+47 (+0%)
Value$3.1M (+$128.4K)
Filed 2026-11-03
Certuity, LLC
DECREASED
Shares11,659 from 498,050
Change-486,391 (-98%)
Value$3.0M (-$477.6K)
Filed 2026-11-02
Hall Laurie J Trustee
DECREASED
Shares11,655 from 13,705
Change-2,050 (-15%)
Value$3.0M (-$399.9K)
Filed 2026-10-06
Chilton Capital Management LLC
DECREASED
Shares11,637 from 13,608
Change-1,971 (-14%)
Value$3.0M (-$380.2K)
Filed 2026-10-28
Victory Financial Group, LLC
INCREASED
Shares11,631 from 8,863
Change+2,768 (+31%)
Value$3.0M (+$812.2K)
Filed 2026-10-27
Northside Capital Management, LLC
INCREASED
Shares11,617 from 11,267
Change+350 (+3%)
Value$3.0M (+$203.7K)
Filed 2026-10-13
GKV Capital Management Co., Inc.
DECREASED
Shares11,617 from 11,679
Change-62 (-1%)
Value$3.0M (+$100.0K)
Filed 2026-11-06
Portfolio Design Labs, LLC
INCREASED
Shares11,613 from 11,344
Change+269 (+2%)
Value$3.0M (+$183.3K)
Filed 2026-11-04
Bedel Financial Consulting, Inc.
DECREASED
Shares11,612 from 11,757
Change-145 (-1%)
Value$3.0M (+$79.3K)
Filed 2026-11-06
Bangor Savings Bank
DECREASED
Shares11,580 from 12,051
Change-471 (-4%)
Value$3.0M (-$3.3K)
Filed 2026-10-06
Ethos Capital Management, Inc.
INCREASED
Shares11,531 from 10,283
Change+1,248 (+12%)
Value$3.0M (+$428.8K)
Filed 2026-11-03
Nilsine Partners, LLC
INCREASED
Shares11,514 from 10,103
Change+1,411 (+14%)
Value$3.0M (+$469.6K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares11,476 from 11,476
Change0 (0%)
Value$2.8M (+$100.0K)
Filed 2026-11-04
United Financial Planning Group LLC
INCREASED
Shares11,417 from 11,412
Change+5 (+0%)
Value$3.0M (+$114.8K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares11,398 from 11,434
Change-36 (0%)
Value$3.0M (+$104.7K)
Filed 2026-11-04
S-Bank Fund Management Ltd
INCREASED
Shares11,374 from 10,822
Change+552 (+5%)
Value$3.0M (+$252.1K)
Filed 2026-11-06
Beacon Financial Group
INCREASED
Shares11,302 from 10,847
Change+455 (+4%)
Value$3.0M (+$226.7K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares11,286 from 11,531
Change-245 (-2%)
Value$3.0M (+$50.4K)
Filed 2026-10-19
Central Bank & Trust Co
INCREASED
Shares11,271 from 11,017
Change+254 (+2%)
Value$2.9M (+$176.1K)
Filed 2026-10-09
Davis Investment Partners, LLC
INCREASED
Shares11,261 from 10,900
Change+361 (+3%)
Value$2.9M (+$203.0K)
Filed 2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares11,181 from 11,332
Change-151 (-1%)
Value$2.9M (+$73.3K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED
Shares11,177 from 11,196
Change-19 (0%)
Value$2.9M (+$106.4K)
Filed 2026-10-23
Councilmark Asset Management, LLC
UNCHANGED
Shares11,137 from 11,137
Change0 (0%)
Value$2.9M (+$110.8K)
Filed 2026-10-20
Blackhawk Capital Partners, LLC
DECREASED
Shares11,128 from 11,393
Change-265 (-2%)
Value$2.9M (+$44.0K)
Filed 2026-11-10
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares11,123 from 11,256
Change-133 (-1%)
Value$2.9M (+$77.2K)
Filed 2026-11-09
Nvwm, LLC
DECREASED
Shares11,121 from 11,341
Change-220 (-2%)
Value$2.9M (+$55.2K)
Filed 2026-10-14
Hartline Investment Corp/
UNCHANGED
Shares11,119 from 11,119
Change0 (0%)
Value$2.9M (+$110.6K)
Filed 2026-10-29
Cadinha & Co LLC
INCREASED
Shares11,113 from 11,083
Change+30 (+0%)
Value$2.9M (+$118.1K)
Filed 2026-10-22
Strid Group, LLC
INCREASED
Shares11,065 from 11,022
Change+43 (+0%)
Value$2.9M (+$120.9K)
Filed 2026-10-28
Boston Common Asset Management, LLC
NEW
Shares11,064
Change+11,064
Value$2.9M
Filed 2026-10-13
Victrix Investment Advisors
DECREASED
Shares11,017 from 11,038
Change-21 (0%)
Value$2.9M (+$104.5K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares10,976 from 10,246
Change+730 (+7%)
Value$2.9M (+$293.1K)
Filed 2026-10-28
Midwest Professional Planners, Ltd.
DECREASED
Shares10,964 from 11,172
Change-208 (-2%)
Value$2.9M (+$56.8K)
Filed 2026-10-29
Townsend & Associates, Inc
DECREASED
Shares10,957 from 10,960
Change-3 (0%)
Value$3.1M (+$350.3K)
Filed 2026-10-23
Investment Partners, Ltd.
INCREASED
Shares10,925 from 5,997
Change+4,928 (+82%)
Value$2.9M (+$1.3M)
Filed 2026-10-29
Obermeyer Wealth Partners
INCREASED
Shares10,908 from 10,832
Change+76 (+1%)
Value$2.9M (+$127.7K)
Filed 2026-10-21
Frontier Asset Management, LLC
DECREASED
Shares10,873 from 10,976
Change-103 (-1%)
Value$2.8M (+$82.3K)
Filed 2026-10-28
Bell Asset Management Ltd
DECREASED
Shares10,833 from 20,895
Change-10,062 (-48%)
Value$2.8M (-$2.4M)
Filed 2026-10-08
Autumn Glory Partners, LLC
DECREASED
Shares10,793 from 10,875
Change-82 (-1%)
Value$2.8M (+$86.7K)
Filed 2026-10-26
River Wealth Advisors LLC
DECREASED
Shares10,787 from 13,328
Change-2,541 (-19%)
Value$2.8M (-$532.1K)
Filed 2026-11-09
Burford Brothers, Inc.
INCREASED
Shares10,781 from 10,770
Change+11 (+0%)
Value$2.8M (+$109.9K)
Filed 2026-10-21
Madden Securities Corp
DECREASED
Shares10,773 from 10,775
Change-2 (0%)
Value$2.8M (+$106.7K)
Filed 2026-10-27
DCF Advisers, LLC
UNCHANGED
Shares10,750 from 10,750
Change0 (0%)
Value$2.8M (+$107.0K)
Filed 2026-11-04
Waterfront Wealth Inc.
INCREASED
Shares10,678 from 10,643
Change+35 (+0%)
Value$3.1M (+$431.1K)
Filed 2026-11-03
Forza Wealth Management, LLC
DECREASED
Shares10,678 from 10,703
Change-25 (0%)
Value$2.8M (+$100.0K)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
DECREASED
Shares10,677 from 11,906
Change-1,229 (-10%)
Value$2.8M (-$203.0K)
Filed 2026-10-13
Markowski Investments
INCREASED
Shares10,676 from 10,631
Change+45 (+0%)
Value$2.8M (+$117.6K)
Filed 2026-10-30
Adelphi Trust Co
INCREASED
Shares10,668 from 10,464
Change+204 (+2%)
Value$2.8M (+$157.5K)
Filed 2026-10-05
Wealth Effects LLC
DECREASED
Shares10,665 from 10,756
Change-91 (-1%)
Value$2.8M (+$83.4K)
Filed 2026-10-23
Sawgrass Asset Management LLC
DECREASED
Shares10,575 from 11,338
Change-763 (-7%)
Value$2.8M (-$86.8K)
Filed 2026-11-03
Gibbs Wealth Management
DECREASED
Shares10,565 from 11,667
Change-1,102 (-9%)
Value$2.8M (-$172.1K)
Filed 2026-10-22
Tred Avon Family Wealth, LLC
DECREASED
Shares10,541 from 10,584
Change-43 (0%)
Value$2.8M (+$94.1K)
Filed 2026-10-20
Lederer & Associates Investment Counsel
DECREASED
Shares10,530 from 10,585
Change-55 (-1%)
Value$2.8M (+$91.0K)
Filed 2026-10-23
Tritonpoint Wealth, LLC
INCREASED
Shares10,518 from 10,503
Change+15 (+0%)
Value$2.8M (+$108.4K)
Filed 2026-10-19
Advisory Solutions Group, LLC
INCREASED
Shares10,491 from 3,333
Change+7,158 (+215%)
Value$2.7M (+$1.9M)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED
Shares10,488 from 10,274
Change+214 (+2%)
Value$2.7M (+$158.2K)
Filed 2026-10-30
Opinicus Capital, Inc.
DECREASED
Shares10,459 from 10,651
Change-192 (-2%)
Value$2.7M (+$55.6K)
Filed 2026-10-28
Orca Wealth Management, LLC
INCREASED
Shares10,403 from 10,348
Change+55 (+1%)
Value$2.7M (+$117.3K)
Filed 2026-10-14
Platform Technology Partners
DECREASED
Shares10,374 from 10,636
Change-262 (-2%)
Value$2.7M (+$37.2K)
Filed 2026-11-02
OAK Family Advisors, LLC
DECREASED
Shares10,363 from 10,503
Change-140 (-1%)
Value$2.7M (+$67.6K)
Filed 2026-10-19
Aspire Private Capital, LLC
INCREASED
Shares10,362 from 8,960
Change+1,402 (+16%)
Value$2.7M (+$455.8K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares10,359 from 10,506
Change-147 (-1%)
Value$2.7M (+$66.0K)
Filed 2026-11-03
Hudson Canyon Capital Management
DECREASED
Shares10,321 from 10,959
Change-638 (-6%)
Value$2.7M (-$57.9K)
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares10,288 from 10,133
Change+155 (+2%)
Value$2.7M (+$141.4K)
Filed 2026-10-27
ProVise Management Group, LLC
DECREASED
Shares10,278 from 10,735
Change-457 (-4%)
Value$2.7M (-$12.7K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
INCREASED
Shares10,276 from 9,193
Change+1,083 (+12%)
Value$2.7M (+$374.6K)
Filed 2026-10-09
Renaissance Investment Group LLC
INCREASED
Shares10,269 from 9,842
Change+427 (+4%)
Value$2.7M (+$209.7K)
Filed 2026-10-28
Family Legacy, Inc.
DECREASED
Shares10,256 from 10,418
Change-162 (-2%)
Value$2.7M (+$61.3K)
Filed 2026-10-13
Balboa Wealth Partners
INCREASED
Shares10,240 from 10,057
Change+183 (+2%)
Value$2.7M (+$148.0K)
Filed 2026-10-20
Sawyer & Company, Inc
DECREASED
Shares10,234 from 10,757
Change-523 (-5%)
Value$2.7M (-$29.8K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares10,231 from 16,950
Change-6,719 (-40%)
Value$2.7M (-$1.6M)
Filed 2026-10-14
Occidental Asset Management, LLC
DECREASED
Shares10,224 from 10,577
Change-353 (-3%)
Value$2.7M (+$12.9K)
Filed 2026-11-05
Yankcom Partnership
INCREASED
Shares10,217 from 10,163
Change+54 (+1%)
Value$2.7M (+$115.2K)
Filed 2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED
Shares10,209 from 9,731
Change+478 (+5%)
Value$2.9M (+$482.0K)
Filed 2026-10-28
Axxion S.A.
INCREASED
Shares10,189 from 9,710
Change+479 (+5%)
Value$2.7M (+$221.9K)
Filed 2026-10-22
Lighthouse Wealth Management Inc.
UNCHANGED
Shares10,173 from 10,173
Change0 (0%)
Value$2.7M (+$101.2K)
Filed 2026-10-13
TradeWell Securities, Llc.
INCREASED
Shares10,149 from 10,052
Change+97 (+1%)
Value$2.7M (+$125.4K)
Filed 2026-10-21
Regatta Capital Group, LLC
NEW
Shares10,094
Change+10,094
Value$2.6M
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
DECREASED
Shares10,078 from 10,111
Change-33 (0%)
Value$2.6M (+$92.0K)
Filed 2026-10-16
Peloton Wealth Strategists
DECREASED
Shares10,075 from 12,775
Change-2,700 (-21%)
Value$2.6M (-$579.0K)
Filed 2026-11-09
Stackstone Wealth, LLC
NEW
Shares10,069
Change+10,069
Value$2.6M
Filed 2026-10-19
Quent Capital, LLC
INCREASED
Shares10,063 from 9,570
Change+493 (+5%)
Value$2.9M (+$518.8K)
Filed 2026-11-09
Legacy Financial Advisors, Inc.
INCREASED
Shares10,060 from 9,983
Change+77 (+1%)
Value$2.6M (+$119.6K)
Filed 2026-11-09
Cohen Capital Management, Inc.
UNCHANGED
Shares10,042 from 10,042
Change0 (0%)
Value$2.6M (+$99.9K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares10,032 from 10,027
Change+5 (+0%)
Value$2.6M (+$101.1K)
Filed 2026-10-21
Cherokee Insurance Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.6M (+$99.5K)
Filed 2026-11-05
Sweeney & Michel, LLC
INCREASED
Shares9,987 from 9,930
Change+57 (+1%)
Value$2.6M (+$169.2K)
Filed 2026-10-16
Focused Wealth Management, Inc
INCREASED
Shares9,874 from 9,724
Change+150 (+2%)
Value$2.6M (+$136.0K)
Filed 2026-10-30
Weatherly Asset Management L. P.
INCREASED
Shares9,855 from 9,830
Change+25 (+0%)
Value$2.6M (+$104.3K)
Filed 2026-10-20
Hardy Reed LLC
INCREASED
Shares9,849 from 9,616
Change+233 (+2%)
Value$2.6M (+$156.6K)
Filed 2026-11-06
Wincap Financial LLC
DECREASED
Shares9,828 from 10,261
Change-433 (-4%)
Value$2.6M (-$11.1K)
Filed 2026-10-20
Camden National Bank
DECREASED
Shares9,798 from 9,869
Change-71 (-1%)
Value$2.6M (+$79.6K)
Filed 2026-11-02
Altura Wealth Advisors Inc.
INCREASED
Shares9,773 from 8,748
Change+1,025 (+12%)
Value$2.6M (+$355.0K)
Filed 2026-10-22
Jeppson Wealth Management, LLC
DECREASED
Shares9,772 from 9,902
Change-130 (-1%)
Value$2.6M (+$64.5K)
Filed 2026-10-20
Pflug Koory, LLC
DECREASED
Shares9,762 from 9,770
Change-8 (0%)
Value$2.6M (+$95.1K)
Filed 2026-10-26
Secured Retirement Advisors, LLC
DECREASED
Shares9,737 from 10,052
Change-315 (-3%)
Value$2.5M (+$17.5K)
Filed 2026-11-10
Indiana Trust & Investment Management Co
DECREASED
Shares9,717 from 9,867
Change-150 (-2%)
Value$2.5M (+$58.9K)
Filed 2026-10-22
XML Financial, LLC
DECREASED
Shares9,706 from 9,996
Change-290 (-3%)
Value$2.5M (+$23.7K)
Filed 2026-10-29
Morton Capital Management LLC
DECREASED
Shares9,699 from 9,961
Change-262 (-3%)
Value$2.5M (+$30.5K)
Filed 2026-10-23
Altman Advisors, Inc.
DECREASED
Shares9,689 from 9,733
Change-44 (0%)
Value$2.5M (+$85.4K)
Filed 2026-11-05
Trueblood Wealth Management, LLC
DECREASED
Shares9,675 from 9,700
Change-25 (0%)
Value$2.5M (+$90.2K)
Filed 2026-10-23
Cottage Street Advisors LLC
DECREASED
Shares9,673 from 10,050
Change-377 (-4%)
Value$2.5M (+$2.1K)
Filed 2026-10-19
Delta Financial Advisors LLC
INCREASED
Shares9,669 from 9,464
Change+205 (+2%)
Value$2.5M (+$147.8K)
Filed 2026-10-27
Freedom Day Solutions, LLC
DECREASED
Shares9,668 from 9,699
Change-31 (0%)
Value$2.5M (+$88.6K)
Filed 2026-10-20
Formidable Asset Management, LLC
DECREASED
Shares9,643 from 9,748
Change-105 (-1%)
Value$2.4M (+$306.6K)
Filed 2026-11-03
Gerald Baker Financial Group LLC
DECREASED
Shares9,632 from 9,646
Change-14 (0%)
Value$2.5M (+$92.3K)
Filed 2026-10-09
Dagco, Inc.
INCREASED
Shares9,619 from 9,479
Change+140 (+1%)
Value$2.5M (+$131.1K)
Filed 2026-10-20
Human Investing LLC
INCREASED
Shares9,618 from 9,340
Change+278 (+3%)
Value$2.5M (+$165.7K)
Filed 2026-10-19
Douglas Lane & Associates, LLC
DECREASED
Shares9,601 from 9,961
Change-360 (-4%)
Value$2.5M (+$4.9K)
Filed 2026-10-09
Childress Capital Advisors, LLC
INCREASED
Shares9,569 from 9,282
Change+287 (+3%)
Value$2.5M (+$167.3K)
Filed 2026-10-28
Juncture Wealth Strategies, LLC
INCREASED
Shares9,559 from 1,735
Change+7,824 (+451%)
Value$2.5M (+$2.1M)
Filed 2026-10-06
Lighthouse Financial Services Inc
INCREASED
Shares9,551 from 9,523
Change+28 (+0%)
Value$2.5M (+$107.5K)
Filed 2026-11-02
Form Wealth Advisors, LLC
DECREASED
Shares9,538 from 9,572
Change-34 (0%)
Value$2.5M (+$86.4K)
Filed 2026-10-13
Westhampton Capital, LLC
DECREASED
Shares9,470 from 9,800
Change-330 (-3%)
Value$2.5M (+$11.2K)
Filed 2026-10-30
Nixon Peabody Trust Co
INCREASED
Shares9,461 from 8,249
Change+1,212 (+15%)
Value$2.5M (+$399.1K)
Filed 2026-10-23
Traphagen Investment Advisors LLC
DECREASED
Shares9,453 from 9,472
Change-19 (0%)
Value$2.5M (+$89.3K)
Filed 2026-10-14
First National Bank & Trust Co of Newtown
UNCHANGED
Shares9,427 from 9,427
Change0 (0%)
Value$2.8M (+$414.2K)
Filed 2026-11-09
Sendero Wealth Management, LLC
DECREASED
Shares9,387 from 9,395
Change-8 (0%)
Value$2.5M (+$91.4K)
Filed 2026-10-14
Wynn Capital, LLC
DECREASED
Shares9,383 from 9,388
Change-5 (0%)
Value$2.5M (+$92.1K)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
INCREASED
Shares9,358 from 9,349
Change+9 (+0%)
Value$2.4M (+$95.3K)
Filed 2026-10-16
Southern Michigan Bank & Trust
DECREASED
Shares9,343 from 9,445
Change-102 (-1%)
Value$2.4M (+$67.3K)
Filed 2026-10-19
Etesian Wealth Advisors, Inc.
DECREASED
Shares9,342 from 9,470
Change-128 (-1%)
Value$2.4M (+$60.7K)
Filed 2026-10-27
Sterling Investment Counsel, LLC
INCREASED
Shares9,319 from 9,241
Change+78 (+1%)
Value$2.4M (+$112.4K)
Filed 2026-10-19
Summit Financial Strategies, Inc.
INCREASED
Shares9,308 from 9,278
Change+30 (+0%)
Value$2.4M (+$100.2K)
Filed 2026-10-14
Nfsg Corp
INCREASED
Shares9,304 from 9,066
Change+238 (+3%)
Value$2.4M (+$152.4K)
Filed 2026-10-15
Strategic Blueprint, LLC
DECREASED
Shares9,268 from 9,738
Change-470 (-5%)
Value$2.4M (-$26.1K)
Filed 2026-10-22
Cidel Asset Management Inc
UNCHANGED
Shares9,259 from 9,259
Change0 (0%)
Value$2.4M (+$92.1K)
Filed 2026-10-29
First Financial Corp
DECREASED
Shares9,258 from 9,288
Change-30 (0%)
Value$2.4M (+$84.6K)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares9,254 from 9,049
Change+205 (+2%)
Value$2.4M (+$143.8K)
Filed 2026-10-22
Massachusetts Wealth Management
DECREASED
Shares9,250 from 9,325
Change-75 (-1%)
Value$2.4M (+$73.2K)
Filed 2026-10-21
Foster Group, Inc.
DECREASED
Shares9,244 from 9,603
Change-359 (-4%)
Value$2.4M (+$1.8K)
Filed 2026-10-13
Kennebec Savings Bank
DECREASED
Shares9,237 from 9,247
Change-10 (0%)
Value$2.4M (+$89.4K)
Filed 2026-10-22
RMR Capital Management, LLC
UNCHANGED
Shares9,212 from 9,212
Change0 (0%)
Value$2.4M (+$91.7K)
Filed 2026-10-23
WealthPLAN Partners, LLC
DECREASED
Shares9,193 from 9,387
Change-194 (-2%)
Value$2.4M (+$42.8K)
Filed 2026-10-15
Correct Capital Wealth Management
DECREASED
Shares9,190 from 9,208
Change-18 (0%)
Value$2.4M (+$87.1K)
Filed 2026-11-02
City State Bank
DECREASED
Shares9,180 from 9,181
Change-1 (0%)
Value$2.4M (+$91.1K)
Filed 2026-10-20
Mengis Capital Management, Inc.
INCREASED
Shares9,176 from 9,174
Change+2 (+0%)
Value$2.4M (+$91.7K)
Filed 2026-10-13
Sunesis Advisors, LLC
NEW
Shares9,159
Change+9,159
Value$2.4M
Filed 2026-10-26
Asset Dedication, LLC
INCREASED
Shares9,158 from 9,004
Change+154 (+2%)
Value$2.4M (+$129.9K)
Filed 2026-11-03
Brian LOW Financial Group, LLC
INCREASED
Shares9,147 from 8,768
Change+379 (+4%)
Value$2.4M (+$186.6K)
Filed 2026-10-28
Jnba Financial Advisors
INCREASED
Shares9,119 from 9,004
Change+115 (+1%)
Value$2.4M (+$119.7K)
Filed 2026-11-03
Clarus Wealth Advisors
INCREASED
Shares9,119 from 9,101
Change+18 (+0%)
Value$2.5M (+$220.9K)
Filed 2026-10-13
AdvisorShares Investments LLC
INCREASED
Shares9,098 from 7,318
Change+1,780 (+24%)
Value$2.4M (+$538.4K)
Filed 2026-11-09
Granite Islands Private Wealth, LLC
INCREASED
Shares9,068 from 8,796
Change+272 (+3%)
Value$2.4M (+$161.1K)
Filed 2026-10-16
Ironwood Investment Counsel, LLC
DECREASED
Shares9,052 from 9,119
Change-67 (-1%)
Value$2.4M (+$73.2K)
Filed 2026-11-10
Brady Martz Wealth Solutions, LLC
DECREASED
Shares9,027 from 9,028
Change-1 (0%)
Value$2.4M (+$89.5K)
Filed 2026-11-05
Compass Ion Advisors, LLC
INCREASED
Shares8,946 from 8,697
Change+249 (+3%)
Value$2.3M (+$151.9K)
Filed 2026-10-23
Measured Risk Portfolios, Inc.
DECREASED
Shares8,944 from 9,287
Change-343 (-4%)
Value$2.3M (+$2.8K)
Filed 2026-10-21
Joel Isaacson & Co., LLC
INCREASED
Shares8,927 from 8,694
Change+233 (+3%)
Value$2.3M (+$147.3K)
Filed 2026-11-05
Piscataqua Savings Bank
DECREASED
Shares8,914 from 9,828
Change-914 (-9%)
Value$2.3M (-$141.4K)
Filed 2026-10-21
United Community Bank
DECREASED
Shares8,862 from 9,661
Change-799 (-8%)
Value$2.3M (-$112.9K)
Filed 2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares8,826 from 8,845
Change-19 (0%)
Value$2.6M (+$311.1K)
Filed 2026-10-21
Abacus Wealth Partners, LLC
INCREASED
Shares8,795 from 8,029
Change+766 (+10%)
Value$2.3M (+$280.3K)
Filed 2026-11-03
Allegheny Financial Group
INCREASED
Shares8,793 from 8,745
Change+48 (+1%)
Value$2.3M (+$99.8K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares8,789 from 7,045
Change+1,744 (+25%)
Value$2.3M (+$526.3K)
Filed 2026-10-20
CRA Financial Services, LLC
DECREASED
Shares8,788 from 9,077
Change-289 (-3%)
Value$2.3M (+$14.8K)
Filed 2026-10-16
Riverpoint Wealth Management Holdings, LLC
INCREASED
Shares8,769 from 8,709
Change+60 (+1%)
Value$2.3M (+$102.4K)
Filed 2026-11-09
Mirabaud & Cie SA
UNCHANGED
Shares8,766 from 8,766
Change0 (0%)
Value$2.3M (+$87.2K)
Filed 2026-10-27
Westover Capital Advisors, LLC
INCREASED
Shares8,759 from 8,549
Change+210 (+2%)
Value$2.3M (+$140.0K)
Filed 2026-10-26
Argyle Capital Partners, LLC
DECREASED
Shares8,756 from 9,306
Change-550 (-6%)
Value$2.3M (-$51.4K)
Filed 2026-10-23
Woodward Diversified Capital, LLC
DECREASED
Shares8,750 from 8,887
Change-137 (-2%)
Value$2.3M (+$52.4K)
Filed 2026-10-21
Lee Financial Co
DECREASED
Shares8,735 from 8,758
Change-23 (0%)
Value$2.3M (+$81.1K)
Filed 2026-10-16
Warm Springs Advisors Inc.
UNCHANGED
Shares8,687 from 8,687
Change0 (0%)
Value$2.3M (+$86.4K)
Filed 2026-10-28
LFG Wealth Partners, LLC
INCREASED
Shares8,662 from 7,864
Change+798 (+10%)
Value$2.3M (+$287.1K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares8,655 from 8,879
Change-224 (-3%)
Value$2.3M (+$29.9K)
Filed 2026-11-04
Crew Capital Management, Ltd
INCREASED
Shares8,648 from 8,551
Change+97 (+1%)
Value$2.3M (+$110.5K)
Filed 2026-10-28
OceanIQ Capital, LLC
INCREASED
Shares8,646 from 8,588
Change+58 (+1%)
Value$2.4M (+$224.4K)
Filed 2026-10-19
Mechanics Financial Corp
DECREASED
Shares8,607 from 8,627
Change-20 (0%)
Value$2.3M (+$80.6K)
Filed 2026-11-05
Family Capital Trust Co
DECREASED
Shares8,596 from 8,636
Change-40 (0%)
Value$2.2M (+$75.4K)
Filed 2026-10-22
KRS Capital Management, LLC
INCREASED
Shares8,586 from 8,572
Change+14 (+0%)
Value$2.2M (+$88.8K)
Filed 2026-10-16
Knuff & Co LLC
UNCHANGED
Shares8,555 from 8,555
Change0 (0%)
Value$2.2M (+$85.1K)
Filed 2026-11-06
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares8,551 from 8,096
Change+455 (+6%)
Value$2.2M (+$199.6K)
Filed 2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED
Shares8,543 from 8,543
Change0 (0%)
Value$2.2M (+$85.0K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
INCREASED
Shares8,536 from 8,437
Change+99 (+1%)
Value$2.2M (+$109.8K)
Filed 2026-10-21
Cambridge Advisors Inc.
INCREASED
Shares8,525 from 8,520
Change+5 (+0%)
Value$2.2M (+$86.1K)
Filed 2026-10-19
Eagle Bay Advisors LLC
INCREASED
Shares8,494 from 8,312
Change+182 (+2%)
Value$2.2M (+$130.3K)
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares8,486
Change+8,486
Value$2.2M
Filed 2026-10-26
Portside Wealth Group, LLC
DECREASED
Shares8,444 from 17,712
Change-9,268 (-52%)
Value$2.2M (-$2.2M)
Filed 2026-10-20
Mccarter Private Wealth Services LLC
INCREASED
Shares8,433 from 7,697
Change+736 (+10%)
Value$2.2M (+$269.1K)
Filed 2026-10-22
Eads & Heald Wealth Management
DECREASED
Shares8,427 from 8,449
Change-22 (0%)
Value$2.2M (+$78.3K)
Filed 2026-10-29
Accredited Investors Inc.
DECREASED
Shares8,417 from 8,939
Change-522 (-6%)
Value$2.2M (-$47.6K)
Filed 2026-11-03
Carr Financial Group Corp
INCREASED
Shares8,398 from 4,952
Change+3,446 (+70%)
Value$2.2M (+$950.7K)
Filed 2026-11-10
Paragon Private Wealth Management, LLC
DECREASED
Shares8,385 from 10,654
Change-2,269 (-21%)
Value$2.2M (-$487.8K)
Filed 2026-10-20
Cannon Financial Strategists, Inc.
UNCHANGED
Shares8,369 from 8,369
Change0 (0%)
Value$2.2M (+$83.3K)
Filed 2026-10-19
Wealth Intelligence, LLC
INCREASED
Shares8,340 from 8,194
Change+146 (+2%)
Value$2.2M (+$119.7K)
Filed 2026-10-16
Trust Co of the South
INCREASED
Shares8,337 from 8,322
Change+15 (+0%)
Value$2.2M (+$86.7K)
Filed 2026-10-21
Ridgecrest Wealth Partners, LLC
DECREASED
Shares8,337 from 8,339
Change-2 (0%)
Value$2.2M (+$82.5K)
Filed 2026-10-19
Pavion Blue Capital, LLC
DECREASED
Shares8,331 from 8,426
Change-95 (-1%)
Value$2.2M (-$167.5K)
Filed 2026-11-05
St. Louis Trust Co
UNCHANGED
Shares8,278 from 8,278
Change0 (0%)
Value$2.2M (+$1.3M)
Filed 2026-11-03
Colton Groome Financial Advisors, LLC
INCREASED
Shares8,274 from 5,507
Change+2,767 (+50%)
Value$2.2M (+$778.9K)
Filed 2026-10-06
Anderson Hoagland & Co
UNCHANGED
Shares8,267 from 8,267
Change0 (0%)
Value$2.4M (+$277.4K)
Filed 2026-10-23
Legacy Trust
INCREASED
Shares8,263 from 7,861
Change+402 (+5%)
Value$2.4M (+$458.5K)
Filed 2026-11-06
Simon Quick Advisors, LLC
INCREASED
Shares8,241 from 6,539
Change+1,702 (+26%)
Value$2.2M (+$510.3K)
Filed 2026-10-26
Corundum Group, Inc.
INCREASED
Shares8,240 from 8,000
Change+240 (+3%)
Value$2.2M (+$142.4K)
Filed 2026-10-28
Cullen Capital Management, LLC
INCREASED
Shares8,222 from 7,152
Change+1,070 (+15%)
Value$2.2M (+$351.1K)
Filed 2026-11-10
Bingham Private Wealth, LLC
DECREASED
Shares8,199 from 8,615
Change-416 (-5%)
Value$2.1M (-$23.1K)
Filed 2026-11-05
Souders Financial Advisors
DECREASED
Shares8,157 from 8,246
Change-89 (-1%)
Value$2.1M (+$58.8K)
Filed 2026-11-03
Collaborative Fund Advisors, LLC
INCREASED
Shares8,139 from 6,568
Change+1,571 (+24%)
Value$2.1M (+$476.3K)
Filed 2026-11-02
TBH Global Asset Management, LLC
INCREASED
Shares8,138 from 8,024
Change+114 (+1%)
Value$2.1M (+$109.8K)
Filed 2026-11-03
RF&L Wealth Management, LLC
DECREASED
Shares8,110 from 8,470
Change-360 (-4%)
Value$2.1M (-$9.9K)
Filed 2026-10-20
Gold Investment Management Ltd.
INCREASED
Shares8,049 from 8,043
Change+6 (+0%)
Value$2.1M (+$81.6K)
Filed 2026-10-19
MBL Wealth, LLC
INCREASED
Shares8,046 from 7,862
Change+184 (+2%)
Value$2.1M (+$126.4K)
Filed 2026-10-22
XXI Wealth, LLC
INCREASED
Shares8,029 from 7,267
Change+762 (+10%)
Value$2.1M (+$271.7K)
Filed 2026-10-22
KPP Advisory Services LLC
DECREASED
Shares8,024 from 9,796
Change-1,772 (-18%)
Value$2.1M (-$366.0K)
Filed 2026-10-26
Coyle Financial Counsel LLC
INCREASED
Shares8,020 from 7,780
Change+240 (+3%)
Value$2.1M (+$140.2K)
Filed 2026-10-28
Aspiriant, LLC
DECREASED
Shares8,016 from 10,553
Change-2,537 (-24%)
Value$2.1M (-$558.7K)
Filed 2026-10-16
Sentry LLC
DECREASED
Shares7,969 from 8,169
Change-200 (-2%)
Value$2.1M (+$29.0K)
Filed 2026-10-30
Crescent Grove Advisors, LLC
INCREASED
Shares7,967 from 4,906
Change+3,061 (+62%)
Value$2.1M (+$849.5K)
Filed 2026-10-21
West Paces Advisors Inc.
DECREASED
Shares7,964 from 8,090
Change-126 (-2%)
Value$2.1M (+$47.5K)
Filed 2026-10-13
Chung Wu Investment Group, LLC
INCREASED
Shares7,945 from 6,695
Change+1,250 (+19%)
Value$2.1M (+$393.6K)
Filed 2026-11-03
Hummer Financial Advisory Services Inc
DECREASED
Shares7,920 from 8,220
Change-300 (-4%)
Value$2.1M (+$3.3K)
Filed 2026-10-09
Concord Wealth Partners
INCREASED
Shares7,918 from 7,796
Change+122 (+2%)
Value$2.1M (+$109.5K)
Filed 2026-11-02
Wakefield Asset Management Lllp
INCREASED
Shares7,891 from 7,832
Change+59 (+1%)
Value$2.1M (+$93.4K)
Filed 2026-11-05
Revolve Wealth Partners, LLC
DECREASED
Shares7,875 from 7,998
Change-123 (-2%)
Value$2.1M (+$47.2K)
Filed 2026-10-23
PW Nova Financial Services LLC
INCREASED
Shares7,868 from 3,660
Change+4,208 (+115%)
Value$2.1M (+$1.1M)
Filed 2026-10-15
InvesTrust
DECREASED
Shares7,816 from 7,969
Change-153 (-2%)
Value$2.0M (+$39.3K)
Filed 2026-10-14
Ejmk Ventures LLC
INCREASED
Shares7,799 from 7,547
Change+252 (+3%)
Value$2.0M (+$141.1K)
Filed 2026-10-21
Certified Advisory Corp
INCREASED
Shares7,799 from 7,683
Change+116 (+2%)
Value$2.0M (+$106.8K)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares7,782 from 7,668
Change+114 (+1%)
Value$2.3M (+$245.0K)
Filed 2026-11-02
Sprott Inc.
INCREASED
Shares7,782 from 7,747
Change+35 (+0%)
Value$2.0M (+$86.2K)
Filed 2026-11-09
Blue Line Capital, LLC / IL
INCREASED
Shares7,773 from 6,918
Change+855 (+12%)
Value$2.0M (+$292.3K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares7,760 from 8,765
Change-1,005 (-11%)
Value$2.0M (-$175.6K)
Filed 2026-10-21
Mindset Wealth Management, LLC
INCREASED
Shares7,737 from 7,694
Change+43 (+1%)
Value$2.0M (+$87.8K)
Filed 2026-10-19
Redmond Asset Management, LLC
DECREASED
Shares7,725 from 7,808
Change-83 (-1%)
Value$2.0M (+$56.0K)
Filed 2026-10-27
Kassira Wealth Management LLC
INCREASED
Shares7,725 from 7,702
Change+23 (+0%)
Value$2.0M (+$82.7K)
Filed 2026-10-28
Heritage Wealth Advisors
INCREASED
Shares7,704 from 7,574
Change+130 (+2%)
Value$2.0M (+$109.7K)
Filed 2026-11-09
L. Roy Papp & Associates, LLP
INCREASED
Shares7,694 from 7,581
Change+113 (+1%)
Value$2.0M (+$105.0K)
Filed 2026-10-21
Monetary Solutions, Ltd
INCREASED
Shares7,690 from 7,687
Change+3 (+0%)
Value$2.0M (+$77.3K)
Filed 2026-10-22
First Hawaiian Bank
DECREASED
Shares7,677 from 7,742
Change-65 (-1%)
Value$2.0M (+$60.0K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
DECREASED
Shares7,654 from 7,660
Change-6 (0%)
Value$2.0M (+$74.7K)
Filed 2026-10-22
Pictet Bank & Trust Ltd
DECREASED
Shares7,634 from 9,150
Change-1,516 (-17%)
Value$2.0M (-$305.5K)
Filed 2026-10-21
Optas, LLC
INCREASED
Shares7,627 from 7,513
Change+114 (+2%)
Value$2.0M (+$104.6K)
Filed 2026-11-09
Global Assets Advisory, LLC
INCREASED
Shares7,625 from 7,499
Change+126 (+2%)
Value$2.0M (+$125.2K)
Filed 2026-10-28
Great Lakes Retirement, Inc.
INCREASED
Shares7,616 from 7,211
Change+405 (+6%)
Value$2.0M (+$177.6K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares7,613 from 7,355
Change+258 (+4%)
Value$2.0M (+$140.7K)
Filed 2026-10-22
Ellis Investment Partners, LLC
INCREASED
Shares7,585 from 7,558
Change+27 (+0%)
Value$2.0M (+$82.2K)
Filed 2026-10-21
Barton Investment Management
UNCHANGED
Shares7,578 from 7,578
Change0 (0%)
Value$2.0M (+$75.4K)
Filed 2026-10-27
Van Cleef Asset Management,Inc
UNCHANGED
Shares7,570 from 7,570
Change0 (0%)
Value$2.0M (+$75.4K)
Filed 2026-10-20
Pines Wealth Management, LLC
DECREASED
Shares7,526 from 7,808
Change-282 (-4%)
Value$2.0M (+$3.9K)
Filed 2026-10-21
Nautilus Advisors LLC
INCREASED
Shares7,519 from 7,491
Change+28 (+0%)
Value$2.0M (+$108.6K)
Filed 2026-10-07
High Note Wealth, LLC
DECREASED
Shares7,517 from 7,545
Change-28 (0%)
Value$2.0M (+$67.7K)
Filed 2026-10-27
Richards, Merrill & Peterson, Inc.
INCREASED
Shares7,514 from 7,403
Change+111 (+2%)
Value$2.0M (+$102.7K)
Filed 2026-10-19
Old Mission Investment Co LLC
INCREASED
Shares7,493 from 7,291
Change+202 (+3%)
Value$2.0M (+$125.5K)
Filed 2026-10-22
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares7,490 from 7,490
Change0 (0%)
Value$2.0M (+$74.5K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares7,470 from 9,681
Change-2,211 (-23%)
Value$2.0M (-$482.1K)
Filed 2026-10-07
Serenity Investment Advisors
UNCHANGED
Shares7,468 from 7,468
Change0 (0%)
Value$2.0M (-$1.8K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
DECREASED
Shares7,460 from 8,610
Change-1,150 (-13%)
Value$2.0M (-$191.8K)
Filed 2026-10-26
Lantz Financial LLC
DECREASED
Shares7,457 from 8,202
Change-745 (-9%)
Value$2.0M (-$113.1K)
Filed 2026-10-15
Abel Hall, LLC
INCREASED
Shares7,442 from 7,378
Change+64 (+1%)
Value$1.9M (+$90.2K)
Filed 2026-10-19
Nadler Financial Group, Inc.
DECREASED
Shares7,425 from 7,729
Change-304 (-4%)
Value$1.9M (-$2.6K)
Filed 2026-10-23
Fenimore Asset Management Inc
UNCHANGED
Shares7,425 from 7,425
Change0 (0%)
Value$1.9M (+$73.9K)
Filed 2026-10-08
Ignite Planners, LLC
INCREASED
Shares7,419 from 6,930
Change+489 (+7%)
Value$2.0M (+$206.0K)
Filed 2026-10-14
1900 Wealth Management LLC
INCREASED
Shares7,416 from 6,582
Change+834 (+13%)
Value$1.9M (+$283.6K)
Filed 2026-10-13
First Nebraska Trust Co
INCREASED
Shares7,373 from 7,172
Change+201 (+3%)
Value$1.9M (+$123.9K)
Filed 2026-10-30
LeConte Wealth Management, LLC
INCREASED
Shares7,337 from 7,085
Change+252 (+4%)
Value$1.9M (+$136.4K)
Filed 2026-10-20
Beverly Hills Private Wealth, LLC
INCREASED
Shares7,336 from 6,164
Change+1,172 (+19%)
Value$1.9M (+$367.9K)
Filed 2026-11-04
Univest Financial Corp
INCREASED
Shares7,325 from 6,866
Change+459 (+7%)
Value$1.9M (+$188.3K)
Filed 2026-11-05
LifeSteps Financial, Inc.
DECREASED
Shares7,274 from 7,339
Change-65 (-1%)
Value$1.9M (+$56.2K)
Filed 2026-10-15
Personal CFO Solutions, LLC
DECREASED
Shares7,263 from 7,480
Change-217 (-3%)
Value$1.9M (+$17.6K)
Filed 2026-11-06
1620 Investment Advisors, Inc.
INCREASED
Shares7,256 from 7,146
Change+110 (+2%)
Value$1.9M (+$99.9K)
Filed 2026-11-04
CenterBook Partners LP
NEW
Shares7,216
Change+7,216
Value$1.9M
Filed 2026-11-02
RMR Wealth Builders
DECREASED
Shares7,214 from 7,287
Change-73 (-1%)
Value$1.9M (+$53.5K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares7,211 from 6,595
Change+616 (+9%)
Value$2.0M (+$384.5K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares7,204 from 6,899
Change+305 (+4%)
Value$1.9M (+$148.4K)
Filed 2026-10-02
NBH Bank
INCREASED
Shares7,202 from 7,182
Change+20 (+0%)
Value$1.9M (+$76.7K)
Filed 2026-11-05
Access Financial Services, Inc.
DECREASED
Shares7,193 from 7,298
Change-105 (-1%)
Value$1.9M (+$45.1K)
Filed 2026-11-09
American Institute for Advanced Investment Management, LLP
DECREASED
Shares7,171 from 7,204
Change-33 (0%)
Value$1.9M (+$63.0K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares7,153 from 9,802
Change-2,649 (-27%)
Value$1.9M (-$595.5K)
Filed 2026-10-28
Ifrah Financial Services, Inc.
DECREASED
Shares7,138 from 7,294
Change-156 (-2%)
Value$1.9M (+$31.9K)
Filed 2026-10-13
Chemistry Wealth Management LLC
DECREASED
Shares7,113 from 7,492
Change-379 (-5%)
Value$1.9M (-$24.6K)
Filed 2026-10-16
Croban
INCREASED
Shares7,095 from 7,077
Change+18 (+0%)
Value$1.9M (+$75.1K)
Filed 2026-11-09
First Business Financial Services, Inc.
INCREASED
Shares7,067 from 7,047
Change+20 (+0%)
Value$1.8M (+$75.4K)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
DECREASED
Shares7,065 from 7,072
Change-7 (0%)
Value$1.8M (+$68.7K)
Filed 2026-10-26
Dillon & Associates Inc
INCREASED
Shares7,056 from 7,026
Change+30 (+0%)
Value$1.8M (+$78.0K)
Filed 2026-10-22
Aljian Capital Management, LLC
INCREASED
Shares7,043 from 7,024
Change+19 (+0%)
Value$1.8M (+$74.8K)
Filed 2026-10-28
Arthur M. Cohen & Associates, LLC
DECREASED
Shares7,025 from 7,470
Change-445 (-6%)
Value$1.8M (-$42.1K)
Filed 2026-10-26
Merrion Investment Management Co, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.8M (+$69.7K)
Filed 2026-10-16
Princeton Capital Management LLC
DECREASED
Shares6,974 from 6,979
Change-5 (0%)
Value$1.8M (+$68.1K)
Filed 2026-10-27
Magnus Financial Group LLC
INCREASED
Shares6,963 from 6,845
Change+118 (+2%)
Value$1.8M (+$98.8K)
Filed 2026-10-21
Galvin, Gaustad & Stein, LLC
INCREASED
Shares6,941 from 6,895
Change+46 (+1%)
Value$1.8M (+$80.8K)
Filed 2026-10-08
Monument Capital Management
INCREASED
Shares6,936 from 6,503
Change+433 (+7%)
Value$1.8M (+$178.0K)
Filed 2026-10-09
Wealth Alliance Advisory Group, LLC
DECREASED
Shares6,920 from 11,481
Change-4,561 (-40%)
Value$1.8M (-$1.1M)
Filed 2026-10-14
Baldwin Wealth Partners LLC
DECREASED
Shares6,913 from 6,976
Change-63 (-1%)
Value$1.8M (+$52.9K)
Filed 2026-10-13
Boltwood Capital Management
INCREASED
Shares6,910 from 6,880
Change+30 (+0%)
Value$1.8M (+$76.3K)
Filed 2026-10-02
Cassia Capital Partners, LLC
DECREASED
Shares6,890 from 6,991
Change-101 (-1%)
Value$1.8M (+$43.1K)
Filed 2026-11-04
Milestone Asset Management, LLC
DECREASED
Shares6,883 from 6,977
Change-94 (-1%)
Value$1.8M (+$45.0K)
Filed 2026-10-15
Oslo Pensjonsforsikring AS
INCREASED
Shares6,862 from 6,376
Change+486 (+8%)
Value$1.8M (+$190.6K)
Filed 2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares6,860 from 6,860
Change0 (0%)
Value$1.8M (+$68.3K)
Filed 2026-11-02
Hendershot Investments Inc.
DECREASED
Shares6,841 from 7,128
Change-287 (-4%)
Value$1.8M (-$4.2K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares6,825 from 7,228
Change-403 (-6%)
Value$1.8M (-$33.5K)
Filed 2026-10-20
Washington Trust Bank
DECREASED
Shares6,821 from 7,304
Change-483 (-7%)
Value$1.8M (-$53.7K)
Filed 2026-11-03
Marathon Capital Management
INCREASED
Shares6,811 from 6,807
Change+4 (+0%)
Value$1.8M (+$68.8K)
Filed 2026-10-23
Acropolis Investment Management, LLC
DECREASED
Shares6,806 from 7,039
Change-233 (-3%)
Value$1.8M (+$9.0K)
Filed 2026-10-08
Paradigm Asset Management Co LLC
DECREASED
Shares6,800 from 7,300
Change-500 (-7%)
Value$1.8M (-$58.2K)
Filed 2026-11-05
First Affirmative Financial Network
NEW
Shares6,788
Change+6,788
Value$1.8M
Filed 2026-10-21
Grand Central Investment Group
DECREASED
Shares6,787 from 6,950
Change-163 (-2%)
Value$1.8M (+$26.5K)
Filed 2026-11-02
J2 Capital Management Inc
DECREASED
Shares6,786 from 7,224
Change-438 (-6%)
Value$1.8M (-$42.7K)
Filed 2026-10-19
Carlson Financial, Inc.
INCREASED
Shares6,775 from 6,770
Change+5 (+0%)
Value$1.8M (+$69.5K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares6,763 from 8,519
Change-1,756 (-21%)
Value$1.8M (-$374.6K)
Filed 2026-10-13
FinArc Investments, Inc.
INCREASED
Shares6,751 from 5,251
Change+1,500 (+29%)
Value$1.8M (+$444.6K)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares6,735 from 7,190
Change-455 (-6%)
Value$1.8M (-$47.5K)
Filed 2026-10-15
Anchyra Partners LLC
INCREASED
Shares6,728 from 5,386
Change+1,342 (+25%)
Value$1.8M (+$404.6K)
Filed 2026-10-13
RVW Wealth, LLC
UNCHANGED
Shares6,728 from 6,728
Change0 (0%)
Value$1.8M (+$66.9K)
Filed 2026-10-06
SkyOak Wealth, LLC
UNCHANGED
Shares6,725 from 6,725
Change0 (0%)
Value$1.8M (+$66.9K)
Filed 2026-10-28
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares6,720 from 6,840
Change-120 (-2%)
Value$1.8M (+$36.6K)
Filed 2026-11-09
Brady Family Wealth, LLC
DECREASED
Shares6,711 from 6,715
Change-4 (0%)
Value$1.8M (+$65.8K)
Filed 2026-11-02
LongView Wealth Management
DECREASED
Shares6,708 from 6,802
Change-94 (-1%)
Value$1.8M (+$43.1K)
Filed 2026-10-19
First Premier Bank
INCREASED
Shares6,707 from 6,697
Change+10 (+0%)
Value$1.8M (+$68.0K)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares6,675 from 6,018
Change+657 (+11%)
Value$1.7M (+$231.8K)
Filed 2026-10-15
Archford Capital Strategies, LLC
INCREASED
Shares6,662 from 6,013
Change+649 (+11%)
Value$1.7M (+$229.7K)
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares6,630 from 6,577
Change+53 (+1%)
Value$1.7M (+$79.3K)
Filed 2026-10-02
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares6,625 from 6,625
Change0 (0%)
Value$1.7M (+$65.9K)
Filed 2026-10-20
Diversified Portfolios, Inc.
INCREASED
Shares6,619 from 6,557
Change+62 (+1%)
Value$1.7M (+$81.4K)
Filed 2026-11-04
Quilter Plc
INCREASED
Shares6,611 from 5,859
Change+752 (+13%)
Value$1.7M (+$255.0K)
Filed 2026-10-21
Washburn Capital Management, Inc.
INCREASED
Shares6,610 from 4,839
Change+1,771 (+37%)
Value$1.7M (+$511.5K)
Filed 2026-10-19
PUREfi Wealth, LLC
INCREASED
Shares6,598 from 5,232
Change+1,366 (+26%)
Value$1.7M (+$409.4K)
Filed 2026-10-19
Willow Creek Capital Management, Inc.
INCREASED
Shares6,587 from 6,575
Change+12 (+0%)
Value$1.7M (+$68.5K)
Filed 2026-11-10
Archer Investment Corp
INCREASED
Shares6,572 from 6,483
Change+89 (+1%)
Value$1.7M (+$87.8K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
INCREASED
Shares6,567 from 5,514
Change+1,053 (+19%)
Value$1.7M (+$330.4K)
Filed 2026-11-04
Consilium Wealth Advisory, LLC
INCREASED
Shares6,560 from 6,149
Change+411 (+7%)
Value$1.7M (+$168.8K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
INCREASED
Shares6,547 from 4,147
Change+2,400 (+58%)
Value$1.7M (+$669.0K)
Filed 2026-10-21
Sun Group Wealth Partners
INCREASED
Shares6,540 from 6,462
Change+78 (+1%)
Value$1.7M (+$84.7K)
Filed 2026-10-26
Leonteq Securities AG
INCREASED
Shares6,527 from 5,558
Change+969 (+17%)
Value$1.7M (+$308.8K)
Filed 2026-10-29
CrossGen Wealth, LLC
INCREASED
Shares6,519 from 5,983
Change+536 (+9%)
Value$1.7M (+$199.8K)
Filed 2026-10-30
Nicholas Wealth, Llc.
INCREASED
Shares6,510 from 6,233
Change+277 (+4%)
Value$1.7M (+$134.4K)
Filed 2026-10-26
Drive Wealth Management, LLC
DECREASED
Shares6,505 from 6,804
Change-299 (-4%)
Value$1.7M (-$10.6K)
Filed 2026-11-09
Acima Private Wealth, LLC
DECREASED
Shares6,469 from 6,848
Change-379 (-6%)
Value$1.7M (-$31.1K)
Filed 2026-10-05
Steinberg Asset Management LLC
UNCHANGED
Shares6,451 from 6,451
Change0 (0%)
Value$1.7M (+$64.2K)
Filed 2026-10-29
Iron Financial LLC
INCREASED
Shares6,441 from 2,896
Change+3,545 (+122%)
Value$1.7M (+$956.1K)
Filed 2026-10-23
First National Bank Sioux Falls
UNCHANGED
Shares6,420 from 6,420
Change0 (0%)
Value$1.7M (+$337.7K)
Filed 2026-10-13
Regent Peak Wealth Advisors LLC
DECREASED
Shares6,419 from 6,538
Change-119 (-2%)
Value$1.7M (+$33.9K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares6,405 from 6,409
Change-4 (0%)
Value$1.7M (+$62.8K)
Filed 2026-10-16
Tranquility Partners, LLC
INCREASED
Shares6,394 from 6,308
Change+86 (+1%)
Value$1.7M (+$85.3K)
Filed 2026-10-20
Palacios Wealth Management, LLC
INCREASED
Shares6,393 from 6,318
Change+75 (+1%)
Value$1.7M (+$82.5K)
Filed 2026-11-04
Ullmann Wealth Partners Group, LLC
DECREASED
Shares6,386 from 6,419
Change-33 (-1%)
Value$1.7M (+$55.3K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
DECREASED
Shares6,385 from 7,424
Change-1,039 (-14%)
Value$1.7M (-$198.0K)
Filed 2026-10-28
BG Investment Services, LLC
NEW
Shares6,371
Change+6,371
Value$1.7M
Filed 2026-10-23
WBH Advisory Inc
INCREASED
Shares6,359 from 5,807
Change+552 (+10%)
Value$1.7M (+$202.0K)
Filed 2026-11-05
Prentice Wealth Management LLC
DECREASED
Shares6,355 from 6,526
Change-171 (-3%)
Value$1.7M (+$20.2K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
DECREASED
Shares6,353 from 8,284
Change-1,931 (-23%)
Value$1.7M (-$422.7K)
Filed 2026-10-28
Wagner Wealth Management, LLC
INCREASED
Shares6,348 from 5,722
Change+626 (+11%)
Value$1.7M (+$220.7K)
Filed 2026-10-21
Missouri Trust & Investment Co
DECREASED
Shares6,345 from 7,082
Change-737 (-10%)
Value$1.7M (-$117.3K)
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares6,343 from 6,343
Change0 (0%)
Value$1.7M (+$63.1K)
Filed 2026-10-15
Seelaus Asset Management LLC
DECREASED
Shares6,339 from 6,561
Change-222 (-3%)
Value$1.7M (+$7.2K)
Filed 2026-10-14
Saxon Interests, Inc.
DECREASED
Shares6,338 from 8,628
Change-2,290 (-27%)
Value$1.7M (-$513.4K)
Filed 2026-10-26
Summit Investment Advisors, Inc.\KS
INCREASED
Shares6,329 from 6,294
Change+35 (+1%)
Value$1.7M (+$71.7K)
Filed 2026-11-05
Parrish Capital LLC
DECREASED
Shares6,300 from 6,690
Change-390 (-6%)
Value$1.6M (-$35.5K)
Filed 2026-10-01
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares6,298 from 6,582
Change-284 (-4%)
Value$1.6M (-$8.8K)
Filed 2026-10-14
Concord Asset Management, LLC
INCREASED
Shares6,285 from 6,000
Change+285 (+5%)
Value$1.6M (+$134.5K)
Filed 2026-11-02
Atlas Capital Advisors Inc.
INCREASED
Shares6,264 from 564
Change+5,700 (+1011%)
Value$1.6M (+$1.5M)
Filed 2026-11-09
Paragon Capital Management Ltd
DECREASED
Shares6,247 from 6,382
Change-135 (-2%)
Value$1.6M (+$28.0K)
Filed 2026-10-09
Syverson Strege & Co
INCREASED
Shares6,245 from 5,870
Change+375 (+6%)
Value$1.6M (+$156.5K)
Filed 2026-11-02
Finward Bancorp
DECREASED
Shares6,245 from 6,446
Change-201 (-3%)
Value$1.6M (+$11.6K)
Filed 2026-10-14
Accuvest Global Advisors
DECREASED
Shares6,241 from 6,775
Change-534 (-8%)
Value$1.6M (-$72.0K)
Filed 2026-11-04
Greenspring Advisors, LLC
INCREASED
Shares6,236 from 6,143
Change+93 (+2%)
Value$1.6M (+$85.5K)
Filed 2026-11-05
Lummis Asset Management, LP
UNCHANGED
Shares6,229 from 6,229
Change0 (0%)
Value$1.8M (+$232.9K)
Filed 2026-11-09
Cyr Financial Inc.
INCREASED
Shares6,223 from 5,805
Change+418 (+7%)
Value$1.6M (+$167.2K)
Filed 2026-10-16
Cascade Investment Group, Inc.
DECREASED
Shares6,221 from 6,471
Change-250 (-4%)
Value$1.6M (-$1.0K)
Filed 2026-10-13
Arvest Investments, Inc.
INCREASED
Shares6,214 from 6,201
Change+13 (+0%)
Value$1.6M (+$65.1K)
Filed 2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares6,175 from 3,869
Change+2,306 (+60%)
Value$1.6M (+$641.0K)
Filed 2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares6,155 from 6,155
Change0 (0%)
Value$1.6M (+$61.2K)
Filed 2026-11-03
Innova Wealth Partners
DECREASED
Shares6,149 from 6,176
Change-27 (0%)
Value$1.6M (+$54.5K)
Filed 2026-10-21
Condor Capital Management
INCREASED
Shares6,145 from 5,794
Change+351 (+6%)
Value$1.6M (+$149.6K)
Filed 2026-11-06
Long Road Investment Counsel, LLC
DECREASED
Shares6,135 from 6,335
Change-200 (-3%)
Value$1.6M (+$10.7K)
Filed 2026-11-04
Odyssey Capital Advisors, Inc.
DECREASED
Shares6,126 from 6,161
Change-35 (-1%)
Value$1.6M (+$52.1K)
Filed 2026-10-26
Gratus Wealth Advisors, LLC
DECREASED
Shares6,105 from 6,406
Change-301 (-5%)
Value$1.6M (-$15.0K)
Filed 2026-10-26
Baker Ellis Asset Management LLC
UNCHANGED
Shares6,083 from 6,083
Change0 (0%)
Value$1.6M (+$60.5K)
Filed 2026-10-14
MBA Advisors LLC
INCREASED
Shares6,047 from 5,970
Change+77 (+1%)
Value$1.6M (+$79.6K)
Filed 2026-10-29
Targeted Financial Services LLC
INCREASED
Shares6,044 from 6,042
Change+2 (+0%)
Value$1.6M (+$60.5K)
Filed 2026-10-19
Diversified Management Inc
INCREASED
Shares6,043 from 5,888
Change+155 (+3%)
Value$1.6M (+$99.1K)
Filed 2026-10-08
Financial Management Professionals, Inc.
DECREASED
Shares6,021 from 6,071
Change-50 (-1%)
Value$1.6M (+$47.3K)
Filed 2026-10-23
RAM Investment Partners, LLC
INCREASED
Shares6,018 from 5,980
Change+38 (+1%)
Value$1.6M (+$69.4K)
Filed 2026-10-21
Breakwater Capital Group
DECREASED
Shares5,985 from 5,987
Change-2 (0%)
Value$1.6M (+$59.1K)
Filed 2026-10-09
Landaas & Co
UNCHANGED
Shares5,954 from 5,954
Change0 (0%)
Value$1.6M (+$59.2K)
Filed 2026-10-29
Financial Council, LLC
UNCHANGED
Shares5,951 from 5,951
Change0 (0%)
Value$1.6M (+$59.2K)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
INCREASED
Shares5,948 from 5,070
Change+878 (+17%)
Value$1.6M (+$280.3K)
Filed 2026-11-02
Baron Wealth Management LLC
INCREASED
Shares5,936 from 3,422
Change+2,514 (+73%)
Value$1.6M (+$691.7K)
Filed 2026-10-27
Fortem Financial Group, LLC
INCREASED
Shares5,933 from 5,778
Change+155 (+3%)
Value$1.6M (+$98.0K)
Filed 2026-10-20
Hobart Private Capital, LLC
INCREASED
Shares5,919 from 1,511
Change+4,408 (+292%)
Value$1.5M (+$1.2M)
Filed 2026-10-19
United Advisor Group, LLC
INCREASED
Shares5,913 from 5,691
Change+222 (+4%)
Value$1.5M (+$114.7K)
Filed 2026-11-03
First Interstate Bank
DECREASED
Shares5,906 from 5,964
Change-58 (-1%)
Value$1.5M (+$44.2K)
Filed 2026-10-23
J.Safra Asset Management Corp
INCREASED
Shares5,901 from 5,519
Change+382 (+7%)
Value$1.5M (+$154.7K)
Filed 2026-11-03
Rahlfs Capital, LLC
UNCHANGED
Shares5,899 from 5,899
Change0 (0%)
Value$1.5M (+$58.7K)
Filed 2026-10-23
Bank & Trust Co
DECREASED
Shares5,888 from 5,923
Change-35 (-1%)
Value$1.5M (+$49.8K)
Filed 2026-10-07
S&CO Inc
UNCHANGED
Shares5,877 from 5,877
Change0 (0%)
Value$1.5M (+$59.0K)
Filed 2026-11-10
Eley Financial Management, Inc
INCREASED
Shares5,875 from 5,841
Change+34 (+1%)
Value$1.5M (+$67.0K)
Filed 2026-11-03
TSG Advice Partners, LLC
NEW
Shares5,869
Change+5,869
Value$1.5M
Filed 2026-10-29
Decision Investments, Inc
DECREASED
Shares5,868 from 5,884
Change-16 (0%)
Value$1.5M (+$54.4K)
Filed 2026-10-07
Renasant Bank
DECREASED
Shares5,858 from 6,332
Change-474 (-7%)
Value$1.5M (-$61.0K)
Filed 2026-11-05
Future Financial Wealth Managment LLC
INCREASED
Shares5,842 from 5,837
Change+5 (+0%)
Value$1.5M (+$28.6K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED
Shares5,836 from 5,928
Change-92 (-2%)
Value$1.5M (+$34.7K)
Filed 2026-10-19
Willner & Heller, LLC
DECREASED
Shares5,834 from 5,852
Change-18 (0%)
Value$1.5M (+$53.7K)
Filed 2026-10-28
Legacy Financial Independent Advisors LLC
DECREASED
Shares5,817 from 7,513
Change-1,696 (-23%)
Value$1.5M (-$368.9K)
Filed 2026-11-02
Core Wealth Partners LLC
DECREASED
Shares5,809 from 6,948
Change-1,139 (-16%)
Value$1.5M (-$228.8K)
Filed 2026-11-02
Mustard Seed Financial, LLC
UNCHANGED
Shares5,790 from 5,790
Change0 (0%)
Value$1.5M (+$57.6K)
Filed 2026-10-30
Fortitude Advisory Group L.L.C.
INCREASED
Shares5,787 from 5,707
Change+80 (+1%)
Value$1.5M (+$77.5K)
Filed 2026-10-15
Centerpoint Advisory Group
INCREASED
Shares5,787 from 5,772
Change+15 (+0%)
Value$1.5M (+$61.4K)
Filed 2026-10-23
Wellment Financial
INCREASED
Shares5,778 from 5,767
Change+11 (+0%)
Value$1.5M (+$60.3K)
Filed 2026-10-28
Curat Global, LLC
INCREASED
Shares5,771 from 5,380
Change+391 (+7%)
Value$1.5M (+$65.7K)
Filed 2026-10-26
Symmetry Partners, LLC
INCREASED
Shares5,770 from 4,845
Change+925 (+19%)
Value$1.5M (+$290.2K)
Filed 2026-10-27
Clayton Financial Group LLC
UNCHANGED
Shares5,762 from 5,762
Change0 (0%)
Value$1.5M (+$57.3K)
Filed 2026-10-13
Valley National Advisers Inc
UNCHANGED
Shares5,759 from 5,759
Change0 (0%)
Value$1.5M (+$57.2K)
Filed 2026-10-23
Grandfield & Dodd, LLC
UNCHANGED
Shares5,744 from 5,744
Change0 (0%)
Value$1.5M (+$57.2K)
Filed 2026-10-29
Ariadne Wealth Management, LP
INCREASED
Shares5,730 from 5,565
Change+165 (+3%)
Value$1.5M (+$98.5K)
Filed 2026-11-06
Waters Parkerson & Co., LLC
DECREASED
Shares5,694 from 5,719
Change-25 (0%)
Value$1.5M (+$50.4K)
Filed 2026-11-04
Greykasell Wealth Strategies, Inc.
INCREASED
Shares5,668 from 5,664
Change+4 (+0%)
Value$1.5M (+$57.5K)
Filed 2026-11-09
White Pine Capital LLC
DECREASED
Shares5,662 from 5,717
Change-55 (-1%)
Value$1.5M (+$42.5K)
Filed 2026-11-09
DMC Group, LLC
INCREASED
Shares5,656 from 5,543
Change+113 (+2%)
Value$1.5M (+$84.7K)
Filed 2026-10-26
Thrive Wealth Management, LLC
DECREASED
Shares5,655 from 5,708
Change-53 (-1%)
Value$1.5M (+$43.0K)
Filed 2026-10-13
Arrow Financial Corp
DECREASED
Shares5,647 from 5,655
Change-8 (0%)
Value$1.5M (+$54.2K)
Filed 2026-10-26
Corps Capital Advisors, LLC
DECREASED
Shares5,633 from 5,648
Change-15 (0%)
Value$1.5M (+$52.3K)
Filed 2026-11-05
Garrett Wealth Advisory Group, LLC
DECREASED
Shares5,622 from 5,651
Change-29 (-1%)
Value$1.5M (+$48.6K)
Filed 2026-10-22
Peregrine Asset Advisers, Inc.
DECREASED
Shares5,617 from 6,008
Change-391 (-7%)
Value$1.5M (-$42.5K)
Filed 2026-11-09
Almanack Investment Partners, Llc.
INCREASED
Shares5,617 from 5,322
Change+295 (+6%)
Value$1.5M (+$130.3K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
DECREASED
Shares5,613 from 6,171
Change-558 (-9%)
Value$1.5M (-$84.5K)
Filed 2026-10-16
Zullo Investment Group, Inc.
INCREASED
Shares5,613 from 5,542
Change+71 (+1%)
Value$1.5M (+$73.9K)
Filed 2026-10-20
Earned Wealth Advisors, LLC
INCREASED
Shares5,601 from 5,103
Change+498 (+10%)
Value$1.5M (+$181.0K)
Filed 2026-11-06
Integris Wealth Management, LLC
UNCHANGED
Shares5,581 from 5,581
Change0 (0%)
Value$1.5M (+$55.5K)
Filed 2026-10-14
Segment Wealth Management, LLC
UNCHANGED
Shares5,576 from 5,576
Change0 (0%)
Value$1.5M (+$55.5K)
Filed 2026-10-26
Eclectic Associates Inc
UNCHANGED
Shares5,575 from 5,575
Change0 (0%)
Value$1.5M (+$55.5K)
Filed 2026-10-09
Balentine LLC
DECREASED
Shares5,574 from 6,466
Change-892 (-14%)
Value$1.5M (-$169.0K)
Filed 2026-11-03
Range Financial Group LLC
INCREASED
Shares5,565 from 5,435
Change+130 (+2%)
Value$1.5M (+$88.3K)
Filed 2026-10-21
GGM Financial LLC
INCREASED
Shares5,544 from 5,528
Change+16 (+0%)
Value$1.5M (+$59.2K)
Filed 2026-11-05
Evermay Wealth Management LLC
UNCHANGED
Shares5,542 from 5,542
Change0 (0%)
Value$1.4M (+$55.1K)
Filed 2026-11-05
MTM Investment Management, LLC
INCREASED
Shares5,540 from 5,539
Change+1 (+0%)
Value$1.4M (+$55.5K)
Filed 2026-10-30
Wealth Architects, LLC
INCREASED
Shares5,532 from 4,832
Change+700 (+14%)
Value$1.4M (+$231.2K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares5,526 from 2,747
Change+2,779 (+101%)
Value$1.4M (+$754.3K)
Filed 2026-11-02
Accel Wealth Management
INCREASED
Shares5,518 from 5,358
Change+160 (+3%)
Value$1.4M (+$95.2K)
Filed 2026-10-13
Income Insurance Ltd
INCREASED
Shares5,514 from 5,414
Change+100 (+2%)
Value$1.4M (+$80.0K)
Filed 2026-10-21
Klingenstein Fields & Co LP
DECREASED
Shares5,495 from 5,534
Change-39 (-1%)
Value$1.4M (+$44.9K)
Filed 2026-11-10
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares5,492 from 4,706
Change+786 (+17%)
Value$1.4M (+$252.3K)
Filed 2026-10-29
Cromwell Holdings LLC
DECREASED
Shares5,471 from 5,893
Change-422 (-7%)
Value$1.4M (-$51.8K)
Filed 2026-10-28
Jmac Enterprises LLC
DECREASED
Shares5,467 from 6,567
Change-1,100 (-17%)
Value$1.4M (-$222.4K)
Filed 2026-10-30
KFG Wealth Management, LLC
DECREASED
Shares5,464 from 5,670
Change-206 (-4%)
Value$1.4M (+$2.5K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
INCREASED
Shares5,451 from 4,589
Change+862 (+19%)
Value$1.5M (+$330.1K)
Filed 2026-10-27
Landmark Wealth Management, LLC
INCREASED
Shares5,448 from 5,446
Change+2 (+0%)
Value$1.4M (+$54.7K)
Filed 2026-11-03
Tanager Wealth Management LLP
INCREASED
Shares5,442 from 4,146
Change+1,296 (+31%)
Value$1.4M (+$380.3K)
Filed 2026-10-19
Cowa, LLC
DECREASED
Shares5,431 from 5,469
Change-38 (-1%)
Value$1.4M (+$44.5K)
Filed 2026-10-30
Clark Financial Services Group Inc
INCREASED
Shares5,407 from 5,070
Change+337 (+7%)
Value$1.4M (+$138.8K)
Filed 2026-10-19
Legacy Financial Strategies, LLC
INCREASED
Shares5,407 from 5,382
Change+25 (+0%)
Value$1.4M (+$60.2K)
Filed 2026-10-15
Maseco LLP
DECREASED
Shares5,400 from 5,446
Change-46 (-1%)
Value$1.4M (+$45.8K)
Filed 2026-10-27
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares5,398 from 5,299
Change+99 (+2%)
Value$1.4M (+$78.7K)
Filed 2026-10-22
MBE Wealth Management, LLC
DECREASED
Shares5,392 from 5,424
Change-32 (-1%)
Value$1.4M (+$45.6K)
Filed 2026-10-26
Wiregrass Investment Management LLC
INCREASED
Shares5,380 from 5,302
Change+78 (+1%)
Value$1.4M (+$73.0K)
Filed 2026-11-05
Titan Investment Solutions Ltd
DECREASED
Shares5,366 from 10,681
Change-5,315 (-50%)
Value$1.4M (-$1.3M)
Filed 2026-11-10
Novem Group
DECREASED
Shares5,356 from 8,784
Change-3,428 (-39%)
Value$1.4M (-$809.2K)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares5,356 from 4,617
Change+739 (+16%)
Value$1.4M (+$239.3K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares5,346 from 5,799
Change-453 (-8%)
Value$1.4M (-$60.7K)
Filed 2026-10-15
Davis Capital Management
INCREASED
Shares5,335 from 5,302
Change+33 (+1%)
Value$1.4M (+$61.4K)
Filed 2026-10-08
Eagle Rock Investment Company, LLC
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$1.4M (+$53.1K)
Filed 2026-10-21
JB Capital LLC
DECREASED
Shares5,332 from 7,111
Change-1,779 (-25%)
Value$1.4M (-$394.8K)
Filed 2026-10-19
Roble, Belko & Company, Inc
DECREASED
Shares5,330 from 5,506
Change-176 (-3%)
Value$1.4M (+$9.0K)
Filed 2026-11-09
Kentucky Trust Co
DECREASED
Shares5,319 from 5,369
Change-50 (-1%)
Value$1.4M (+$40.3K)
Filed 2026-10-15
Greenwood Capital Associates LLC
INCREASED
Shares5,319 from 5,301
Change+18 (+0%)
Value$1.4M (+$57.5K)
Filed 2026-10-27
Investment Research Partners LLC
INCREASED
Shares5,314 from 5,081
Change+233 (+5%)
Value$1.4M (+$111.5K)
Filed 2026-10-19
Perkins Capital Management Inc
UNCHANGED
Shares5,307 from 5,307
Change0 (0%)
Value$1.4M (+$52.8K)
Filed 2026-11-02
Canopy Partners, LLC
DECREASED
Shares5,301 from 5,423
Change-122 (-2%)
Value$1.4M (+$22.0K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares5,283 from 7,933
Change-2,650 (-33%)
Value$1.4M (-$614.3K)
Filed 2026-10-26
Larry Mathis Financial Planning, LLC
DECREASED
Shares5,279 from 5,695
Change-416 (-7%)
Value$1.4M (-$52.2K)
Filed 2026-10-26
Legacy Edge Advisors, LLC
DECREASED
Shares5,276 from 5,386
Change-110 (-2%)
Value$1.4M (+$24.8K)
Filed 2026-11-06
Hilltop National Bank
INCREASED
Shares5,270 from 4,897
Change+373 (+8%)
Value$1.4M (+$146.3K)
Filed 2026-10-14
Kesler, Norman & Wride, LLC
DECREASED
Shares5,265 from 5,291
Change-26 (0%)
Value$1.4M (+$45.7K)
Filed 2026-11-06
IFG Advisors, LLC
UNCHANGED
Shares5,259 from 5,259
Change0 (0%)
Value$1.4M (+$52.3K)
Filed 2026-10-15
Penbrook Management LLC
INCREASED
Shares5,252 from 5,152
Change+100 (+2%)
Value$1.4M (+$77.4K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
DECREASED
Shares5,247 from 5,397
Change-150 (-3%)
Value$1.4M (+$14.6K)
Filed 2026-10-15
Texas Bank & Trust Co
DECREASED
Shares5,238 from 5,258
Change-20 (0%)
Value$1.4M (+$47.1K)
Filed 2026-11-04
Delphi Management Inc
DECREASED
Shares5,226 from 5,911
Change-685 (-12%)
Value$1.4M (-$120.0K)
Filed 2026-11-05
Shum Financial Group, Inc.
INCREASED
Shares5,219 from 5,145
Change+74 (+1%)
Value$1.4M (+$70.4K)
Filed 2026-10-13
Great Diamond Partners, LLC
DECREASED
Shares5,204 from 5,368
Change-164 (-3%)
Value$1.4M (+$10.5K)
Filed 2026-10-13
First Citizens Financial Corp
UNCHANGED
Shares5,199 from 5,199
Change0 (0%)
Value$1.4M (+$51.7K)
Filed 2026-10-02
TritonPoint Partners, LLC
DECREASED
Shares5,188 from 11,092
Change-5,904 (-53%)
Value$1.4M (-$1.4M)
Filed 2026-11-05
Vann Equity Management LLC
DECREASED
Shares5,180 from 5,541
Change-361 (-7%)
Value$1.4M (-$39.3K)
Filed 2026-10-08
BXM Wealth LLC
UNCHANGED
Shares5,177 from 5,177
Change0 (0%)
Value$1.4M (+$51.5K)
Filed 2026-11-03
Caldwell Sutter Capital, Inc.
INCREASED
Shares5,162 from 5,152
Change+10 (+0%)
Value$1.4M (+$53.9K)
Filed 2026-11-09
Kestra Investment Management, LLC
DECREASED
Shares5,158 from 10,645
Change-5,487 (-52%)
Value$1.3M (-$1.3M)
Filed 2026-11-04
BCU Wealth Advisors, LLC
INCREASED
Shares5,155 from 5,134
Change+21 (+0%)
Value$1.3M (+$56.4K)
Filed 2026-10-16
Ergawealth Advisors, Inc.
INCREASED
Shares5,150 from 5,116
Change+34 (+1%)
Value$1.3M (+$59.6K)
Filed 2026-10-21
Code Waechter LLC
INCREASED
Shares5,134 from 5,102
Change+32 (+1%)
Value$1.3M (+$59.0K)
Filed 2026-10-23
Curated Wealth Partners LLC
INCREASED
Shares5,130 from 3,149
Change+1,981 (+63%)
Value$1.3M (+$549.5K)
Filed 2026-10-15
Center for Wealth Management Advisory
INCREASED
Shares5,125 from 4,862
Change+263 (+5%)
Value$1.3M (+$117.2K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares5,112 from 5,109
Change+3 (+0%)
Value$1.3M (+$51.6K)
Filed 2026-10-07
Salomon & Ludwin, LLC
DECREASED
Shares5,102 from 5,275
Change-173 (-3%)
Value$1.3M (+$10.3K)
Filed 2026-10-29
World Equity Group, Inc.
DECREASED
Shares5,088 from 7,975
Change-2,887 (-36%)
Value$1.3M (-$675.9K)
Filed 2026-10-14
Winthrop Advisory Group LLC
INCREASED
Shares5,088 from 4,944
Change+144 (+3%)
Value$1.3M (+$86.7K)
Filed 2026-10-22
One Way Holdings LLC
DECREASED
Shares5,088 from 5,219
Change-131 (-3%)
Value$1.3M (+$17.7K)
Filed 2026-10-29
1834 Investment Advisors Co
INCREASED
Shares5,084 from 4,760
Change+324 (+7%)
Value$1.3M (+$132.1K)
Filed 2026-10-16
Secure Asset Management, LLC
DECREASED
Shares5,067 from 5,460
Change-393 (-7%)
Value$1.3M (-$48.5K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
INCREASED
Shares5,058 from 5,034
Change+24 (+0%)
Value$1.3M (+$56.6K)
Filed 2026-11-03
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares5,045 from 5,045
Change0 (0%)
Value$1.3M (+$50.2K)
Filed 2026-11-05
Birch Capital Management, LLC
INCREASED
Shares5,039 from 4,266
Change+773 (+18%)
Value$1.3M (+$244.7K)
Filed 2026-10-27
Corda Investment Management, Llc.
DECREASED
Shares5,020 from 5,318
Change-298 (-6%)
Value$1.3M (-$25.0K)
Filed 2026-10-22
Skba Capital Management LLC
UNCHANGED
Shares5,019 from 5,019
Change0 (0%)
Value$1.3M (+$49.9K)
Filed 2026-11-09
Heritage Family Offices, LLP
DECREASED
Shares5,015 from 5,697
Change-682 (-12%)
Value$1.3M (-$121.7K)
Filed 2026-11-02
MilWealth Group LLC
NEW
Shares5,012
Change+5,012
Value$1.3M
Filed 2026-11-02
Bria Capital Group, LLC
INCREASED
Shares4,999 from 4,036
Change+963 (+24%)
Value$1.3M (+$292.1K)
Filed 2026-10-22
Net Worth Advisory Group
INCREASED
Shares4,982 from 4,779
Change+203 (+4%)
Value$1.3M (+$92.3K)
Filed 2026-10-20
Suncoast Equity Management
DECREASED
Shares4,969 from 5,438
Change-469 (-9%)
Value$1.3M (-$68.6K)
Filed 2026-11-03
Summit Asset Management, LLC
DECREASED
Shares4,956 from 4,983
Change-27 (-1%)
Value$1.3M (+$42.5K)
Filed 2026-11-05
Montchanin Asset Management, LLC
UNCHANGED
Shares4,955 from 4,955
Change0 (0%)
Value$1.3M (+$49.0K)
Filed 2026-11-02
Riverchase Wealth Management, LLC
INCREASED
Shares4,952 from 4,919
Change+33 (+1%)
Value$1.3M (+$57.6K)
Filed 2026-10-28
Brooktree Capital Management
UNCHANGED
Shares4,945 from 4,945
Change0 (0%)
Value$1.3M (+$49.2K)
Filed 2026-11-09
Aldebaran Financial Inc.
INCREASED
Shares4,943 from 4,785
Change+158 (+3%)
Value$1.3M (+$88.9K)
Filed 2026-11-06
West Bancorporation Inc
UNCHANGED
Shares4,940 from 4,940
Change0 (0%)
Value$1.3M (+$49.2K)
Filed 2026-10-29
Meadow Creek Wealth Advisors LLC
INCREASED
Shares4,937 from 4,874
Change+63 (+1%)
Value$1.3M (+$65.0K)
Filed 2026-11-02
WealthTrust Asset Management, LLC
DECREASED
Shares4,920 from 5,289
Change-369 (-7%)
Value$1.3M (-$43.8K)
Filed 2026-10-22
Bernicke Wealth Management, Ltd.
INCREASED
Shares4,916 from 4,766
Change+150 (+3%)
Value$1.3M (+$86.6K)
Filed 2026-11-06
Successful Portfolios LLC
DECREASED
Shares4,904 from 4,909
Change-5 (0%)
Value$1.3M (+$79.5K)
Filed 2026-10-09
American State Bank (Iowa)
INCREASED
Shares4,899 from 4,672
Change+227 (+5%)
Value$1.3M (+$105.9K)
Filed 2026-11-03
Axiom Investment Management LLC
INCREASED
Shares4,898 from 4,806
Change+92 (+2%)
Value$1.3M (+$71.9K)
Filed 2026-11-03
Tower View Wealth Management LLC
INCREASED
Shares4,894 from 4,660
Change+234 (+5%)
Value$1.3M (+$107.5K)
Filed 2026-10-23
Asio Capital, LLC
DECREASED
Shares4,892 from 4,927
Change-35 (-1%)
Value$1.3M (+$39.9K)
Filed 2026-10-19
Hamilton Capital, LLC
DECREASED
Shares4,886 from 47,315
Change-42,429 (-90%)
Value$1.3M (-$10.6M)
Filed 2026-10-08
Towerpoint Wealth, LLC
UNCHANGED
Shares4,871 from 4,871
Change0 (0%)
Value$1.3M (+$48.5K)
Filed 2026-10-13
Golden Reserve Retirement LLC
INCREASED
Shares4,859 from 3,686
Change+1,173 (+32%)
Value$1.3M (+$343.5K)
Filed 2026-11-02
Mattern Wealth Management LLC
UNCHANGED
Shares4,847 from 4,847
Change0 (0%)
Value$1.3M (+$48.2K)
Filed 2026-11-04
Index Fund Advisors, Inc.
INCREASED
Shares4,826 from 4,716
Change+110 (+2%)
Value$1.3M (+$75.7K)
Filed 2026-11-05
Addison Capital Co
DECREASED
Shares4,824 from 4,867
Change-43 (-1%)
Value$1.3M (+$37.2K)
Filed 2026-11-09
Genesee Capital Advisors, LLC
DECREASED
Shares4,818 from 4,844
Change-26 (-1%)
Value$1.3M (+$41.3K)
Filed 2026-10-20
Invera Wealth Advisors, LLC
INCREASED
Shares4,817 from 4,815
Change+2 (+0%)
Value$1.3M (+$48.4K)
Filed 2026-10-28
Hager Investment Management Services, LLC
DECREASED
Shares4,816 from 5,407
Change-591 (-11%)
Value$1.3M (-$100.8K)
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares4,816 from 4,762
Change+54 (+1%)
Value$1.3M (+$61.5K)
Filed 2026-10-16
Colonial River Investments, LLC
DECREASED
Shares4,811 from 5,439
Change-628 (-12%)
Value$1.3M (-$110.2K)
Filed 2026-10-19
Swiss RE LTD
INCREASED
Shares4,790 from 2,915
Change+1,875 (+64%)
Value$1.3M (+$519.5K)
Filed 2026-11-06
BankPlus Wealth Management LLC
INCREASED
Shares4,783 from 4,751
Change+32 (+1%)
Value$1.3M (+$55.2K)
Filed 2026-10-13
One Wealth Capital Management, LLC
INCREASED
Shares4,781 from 1,171
Change+3,610 (+308%)
Value$1.3M (+$956.0K)
Filed 2026-10-23
GatePass Capital, LLC
INCREASED
Shares4,781 from 3,951
Change+830 (+21%)
Value$1.3M (+$256.2K)
Filed 2026-11-09
Quad-Cities Investment Group, LLC
INCREASED
Shares4,779 from 4,077
Change+702 (+17%)
Value$1.3M (+$224.2K)
Filed 2026-10-16
TrinityBridge Ltd
UNCHANGED
Shares4,766 from 4,766
Change0 (0%)
Value$1.2M (+$51.0K)
Filed 2026-10-30
Torrey Growth & Income Advisors
INCREASED
Shares4,755 from 4,254
Change+501 (+12%)
Value$1.3M (+$178.4K)
Filed 2026-11-04
Darden Wealth Group Inc
DECREASED
Shares4,753 from 4,782
Change-29 (-1%)
Value$1.2M (+$40.0K)
Filed 2026-11-06
Riversedge Advisors, LLC
INCREASED
Shares4,748 from 4,666
Change+82 (+2%)
Value$1.2M (+$68.1K)
Filed 2026-10-09
Ceera Investments, LLC
UNCHANGED
Shares4,743 from 4,743
Change0 (0%)
Value$1.2M (+$47.2K)
Filed 2026-11-02
Paulson Wealth Management Inc.
DECREASED
Shares4,741 from 4,841
Change-100 (-2%)
Value$1.2M (+$22.0K)
Filed 2026-11-02
Veracity Capital LLC
INCREASED
Shares4,735 from 4,514
Change+221 (+5%)
Value$1.2M (+$102.7K)
Filed 2026-10-08
Lionshead Wealth Management, LLC
INCREASED
Shares4,730 from 4,720
Change+10 (+0%)
Value$1.2M (+$49.6K)
Filed 2026-10-21
Virtue Capital Management, LLC
INCREASED
Shares4,719 from 4,295
Change+424 (+10%)
Value$1.2M (+$153.6K)
Filed 2026-10-29
Johnson & White Wealth Management, LLC
DECREASED
Shares4,702 from 4,760
Change-58 (-1%)
Value$1.2M (+$32.2K)
Filed 2026-11-03
Third View Private Wealth, LLC
INCREASED
Shares4,694 from 4,300
Change+394 (+9%)
Value$1.2M (+$145.9K)
Filed 2026-10-30
Baker Tilly Wealth Management, LLC
DECREASED
Shares4,673 from 4,962
Change-289 (-6%)
Value$1.2M (-$26.4K)
Filed 2026-10-05
Investment Management Trust, LLC
INCREASED
Shares4,673 from 4,641
Change+32 (+1%)
Value$1.2M (+$54.6K)
Filed 2026-11-05
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares4,673 from 4,682
Change-9 (0%)
Value$1.2M (+$44.2K)
Filed 2026-10-29
626 Financial, LLC
UNCHANGED
Shares4,673 from 4,673
Change0 (0%)
Value$1.2M (+$46.5K)
Filed 2026-11-04
Parisi Gray Wealth Management
INCREASED
Shares4,662 from 4,499
Change+163 (+4%)
Value$1.2M (+$87.5K)
Filed 2026-10-16
Focused Alpha, LLC
INCREASED
Shares4,657 from 2,228
Change+2,429 (+109%)
Value$1.2M (+$657.5K)
Filed 2026-10-20
Carl P. Sherr & Co., LLC
UNCHANGED
Shares4,653 from 4,653
Change0 (0%)
Value$1.2M (+$46.3K)
Filed 2026-11-06
Next Level Wealth Planning, LLC
UNCHANGED
Shares4,651 from 4,651
Change0 (0%)
Value$1.2M (+$46.3K)
Filed 2026-10-29
Langley Wealth Management, LLC
DECREASED
Shares4,648 from 4,837
Change-189 (-4%)
Value$1.2M (-$1.3K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
UNCHANGED
Shares4,644 from 4,644
Change0 (0%)
Value$1.2M (+$46.2K)
Filed 2026-10-14
PlanVest Financial, Inc
INCREASED
Shares4,630 from 4,623
Change+7 (+0%)
Value$1.2M (+$47.8K)
Filed 2026-11-09
JBR Co Financial Management Inc
UNCHANGED
Shares4,629 from 4,629
Change0 (0%)
Value$1.2M (-$2.7K)
Filed 2026-10-13
Ticino Wealth
INCREASED
Shares4,601 from 4,457
Change+144 (+3%)
Value$1.2M (+$82.0K)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
INCREASED
Shares4,574 from 3,906
Change+668 (+17%)
Value$1.2M (+$213.7K)
Filed 2026-10-15
Grey Ledge Advisors, LLC
INCREASED
Shares4,567 from 4,550
Change+17 (+0%)
Value$1.2M (+$49.9K)
Filed 2026-11-02
Fortitude Family Office, LLC
INCREASED
Shares4,552 from 4,225
Change+327 (+8%)
Value$1.2M (+$127.6K)
Filed 2026-10-14
Kenora Financial, LLC
DECREASED
Shares4,544 from 4,577
Change-33 (-1%)
Value$1.2M (+$36.9K)
Filed 2026-10-20
Werba Rubin Papier Wealth Management
INCREASED
Shares4,543 from 4,226
Change+317 (+8%)
Value$1.2M (+$124.9K)
Filed 2026-11-06
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares4,541 from 4,532
Change+9 (+0%)
Value$1.2M (+$47.5K)
Filed 2026-10-09
Orca Investment Management, LLC
DECREASED
Shares4,540 from 4,553
Change-13 (0%)
Value$1.2M (+$41.9K)
Filed 2026-10-29
Straight Path Wealth Management
INCREASED
Shares4,537 from 4,418
Change+119 (+3%)
Value$1.2M (+$75.1K)
Filed 2026-10-23
Livelsberger Financial Advisory
NEW
Shares4,523
Change+4,523
Value$1.2M
Filed 2026-10-28
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares4,522 from 4,719
Change-197 (-4%)
Value$1.2M (-$4.6K)
Filed 2026-10-15
Cypress Wealth Services, LLC
DECREASED
Shares4,517 from 4,720
Change-203 (-4%)
Value$1.2M (+$16.8K)
Filed 2026-10-21
SGL Investment Advisors, Inc.
INCREASED
Shares4,513 from 3,901
Change+612 (+16%)
Value$1.3M (+$347.4K)
Filed 2026-11-09
AA Financial Advisors, LLC
INCREASED
Shares4,512 from 4,132
Change+380 (+9%)
Value$1.2M (+$140.3K)
Filed 2026-10-19
Howard Financial Services, Ltd.
INCREASED
Shares4,504 from 4,162
Change+342 (+8%)
Value$1.2M (+$130.8K)
Filed 2026-10-15
Professional Advisory Services Inc
INCREASED
Shares4,502 from 4,500
Change+2 (+0%)
Value$1.2M (+$46.0K)
Filed 2026-10-08
GEM Asset Management, LLC
INCREASED
Shares4,500 from 4,497
Change+3 (+0%)
Value$1.2M (+$45.5K)
Filed 2026-10-13
St. Johns Investment Management Company, LLC
INCREASED
Shares4,496 from 4,402
Change+94 (+2%)
Value$1.2M (+$68.4K)
Filed 2026-10-30
Wealth Management Partners, LLC
INCREASED
Shares4,493 from 4,300
Change+193 (+4%)
Value$1.2M (+$93.2K)
Filed 2026-10-21
Fourpath Capital Management, LLC
DECREASED
Shares4,487 from 7,115
Change-2,628 (-37%)
Value$1.2M (-$616.9K)
Filed 2026-10-19
CWS Financial Advisors, LLC
INCREASED
Shares4,475 from 4,387
Change+88 (+2%)
Value$1.2M (+$66.9K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares4,457 from 3,665
Change+792 (+22%)
Value$1.2M (+$243.7K)
Filed 2026-11-05
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares4,454 from 4,581
Change-127 (-3%)
Value$1.2M (+$12.4K)
Filed 2026-10-09
Summit Wealth Group LLC / Co
INCREASED
Shares4,437 from 3,165
Change+1,272 (+40%)
Value$1.2M (+$364.1K)
Filed 2026-10-29
Beacon Bank & Trust
INCREASED
Shares4,431 from 4,149
Change+282 (+7%)
Value$1.2M (+$115.1K)
Filed 2026-10-27
Navigation Group, LLC
DECREASED
Shares4,425 from 4,437
Change-12 (0%)
Value$1.2M (+$41.1K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
DECREASED
Shares4,419 from 4,457
Change-38 (-1%)
Value$1.2M (+$34.5K)
Filed 2026-10-14
Alan B Lancz & Associates, Inc.
UNCHANGED
Shares4,402 from 4,402
Change0 (0%)
Value$1.2M (+$43.8K)
Filed 2026-11-10
Legacy Advisors, LLC
DECREASED
Shares4,401 from 16,549
Change-12,148 (-73%)
Value$1.2M (-$3.0M)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares4,394 from 4,372
Change+22 (+1%)
Value$1.2M (+$158.0K)
Filed 2026-10-27
111 Capital
NEW
Shares4,392
Change+4,392
Value$1.1M
Filed 2026-11-03
Argentarii, LLC
INCREASED
Shares4,375 from 4,291
Change+84 (+2%)
Value$1.1M (+$71.3K)
Filed 2026-10-28
Alpha Family Trust
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-04
Purkiss Capital Advisors LLC
INCREASED
Shares4,364 from 4,355
Change+9 (+0%)
Value$1.1M (+$45.7K)
Filed 2026-11-06
Floyd Financial Group LLC
DECREASED
Shares4,361 from 4,570
Change-209 (-5%)
Value$1.2M (+$77.8K)
Filed 2026-10-28
Collective Family Office LLC
DECREASED
Shares4,360 from 4,506
Change-146 (-3%)
Value$1.1M (+$6.6K)
Filed 2026-10-05
Doliver Advisors, LP
DECREASED
Shares4,350 from 4,413
Change-63 (-1%)
Value$1.1M (+$27.5K)
Filed 2026-10-01
Barlow Wealth Partners, LLC
UNCHANGED
Shares4,334 from 4,334
Change0 (0%)
Value$1.2M (+$60.5K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
DECREASED
Shares4,332 from 5,766
Change-1,434 (-25%)
Value$1.1M (-$317.7K)
Filed 2026-10-06
Twelve Points Wealth Management LLC
DECREASED
Shares4,311 from 4,906
Change-595 (-12%)
Value$1.3M (+$36.7K)
Filed 2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares4,309 from 3,881
Change+428 (+11%)
Value$1.1M (+$150.6K)
Filed 2026-10-20
Washington Growth Strategies LLC
UNCHANGED
Shares4,299 from 4,299
Change0 (0%)
Value$1.1M (+$42.8K)
Filed 2026-10-19
KW Wealth Management LLC
NEW
Shares4,285
Change+4,285
Value$1.1M
Filed 2026-10-28
Next Level Private LLC
DECREASED
Shares4,276 from 4,398
Change-122 (-3%)
Value$1.1M (+$11.6K)
Filed 2026-10-20
Hoey Investments, Inc
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$1.1M (+$42.5K)
Filed 2026-10-29
Directional Asset Management
DECREASED
Shares4,269 from 4,352
Change-83 (-2%)
Value$1.1M (+$21.7K)
Filed 2026-10-22
WoodTrust Financial Corp
DECREASED
Shares4,248 from 4,265
Change-17 (0%)
Value$1.1M (+$38.0K)
Filed 2026-10-09
StrongBox Wealth, LLC
DECREASED
Shares4,244 from 4,409
Change-165 (-4%)
Value$1.1M (+$801)
Filed 2026-11-02
Winthrop Capital Management, LLC
DECREASED
Shares4,241 from 4,316
Change-75 (-2%)
Value$1.1M (+$23.4K)
Filed 2026-11-05
May Hill Capital, LLC
INCREASED
Shares4,238 from 4,097
Change+141 (+3%)
Value$1.1M (+$77.6K)
Filed 2026-11-03
Horizon Wealth Management, LLC
INCREASED
Shares4,230 from 4,157
Change+73 (+2%)
Value$1.1M (+$60.5K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
DECREASED
Shares4,227 from 4,574
Change-347 (-8%)
Value$1.1M (-$45.3K)
Filed 2026-11-05
Tandem Investment Advisors, Inc.
DECREASED
Shares4,223 from 6,933
Change-2,710 (-39%)
Value$1.1M (-$639.9K)
Filed 2026-11-04
bLong Financial, LLC
DECREASED
Shares4,207 from 4,307
Change-100 (-2%)
Value$1.1M (+$16.7K)
Filed 2026-10-29
AM Investment Strategies LLC
INCREASED
Shares4,200 from 4,149
Change+51 (+1%)
Value$1.1M (+$54.0K)
Filed 2026-11-05
Coerente Capital Management
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$1.1M (+$41.8K)
Filed 2026-10-29
SBI Okasan Asset Management Co.Ltd.
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$1.1M (+$37.7K)
Filed 2026-11-10
Strategic Financial Services, Inc.
INCREASED
Shares4,196 from 4,155
Change+41 (+1%)
Value$1.1M (+$52.1K)
Filed 2026-11-10
SYM Financial Corp
INCREASED
Shares4,190 from 4,148
Change+42 (+1%)
Value$1.1M (+$52.0K)
Filed 2026-10-26
Auxano Advisors, LLC
DECREASED
Shares4,188 from 4,344
Change-156 (-4%)
Value$1.1M (+$2.4K)
Filed 2026-11-06
TigerOak Management, L.L.C.
INCREASED
Shares4,182 from 4,032
Change+150 (+4%)
Value$1.1M (+$79.4K)
Filed 2026-10-23
Affinity Capital Advisors, LLC
INCREASED
Shares4,168 from 3,760
Change+408 (+11%)
Value$1.2M (+$194.3K)
Filed 2026-10-13
Athena Wealth Management, LLC
INCREASED
Shares4,167 from 3,761
Change+406 (+11%)
Value$1.1M (+$143.5K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
DECREASED
Shares4,161 from 4,198
Change-37 (-1%)
Value$1.1M (+$32.1K)
Filed 2026-10-26
Vanguard Capital Wealth Advisors
INCREASED
Shares4,158 from 3,858
Change+300 (+8%)
Value$1.1M (+$116.9K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,135 from 4,135
Change0 (0%)
Value$1.1M (+$41.1K)
Filed 2026-10-05
Balefire, LLC
INCREASED
Shares4,121 from 3,997
Change+124 (+3%)
Value$1.1M (+$72.5K)
Filed 2026-10-09
Encompass Wealth Advisors, LLC
INCREASED
Shares4,114 from 1,846
Change+2,268 (+123%)
Value$1.1M (+$611.6K)
Filed 2026-10-15
Clark Wealth Partners
INCREASED
Shares4,110 from 4,056
Change+54 (+1%)
Value$1.1M (+$54.4K)
Filed 2026-10-19
Exchange Bank
DECREASED
Shares4,093 from 4,145
Change-52 (-1%)
Value$1.1M (+$27.6K)
Filed 2026-10-07
Orrstown Financial Services Inc
INCREASED
Shares4,080 from 3,558
Change+522 (+15%)
Value$1.1M (+$172.0K)
Filed 2026-10-14
Pioneer Trust Bank N A
INCREASED
Shares4,077 from 4,003
Change+74 (+2%)
Value$1.1M (+$59.2K)
Filed 2026-11-06
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares4,076 from 4,076
Change0 (0%)
Value$1.1M (+$40.6K)
Filed 2026-10-29
Reik & Co., LLC
UNCHANGED
Shares4,070 from 4,070
Change0 (0%)
Value$1.1M (+$40.5K)
Filed 2026-10-27
Dorato Capital Management
DECREASED
Shares4,064 from 4,149
Change-85 (-2%)
Value$1.1M (+$73.5K)
Filed 2026-10-08
Allen Capital Group, LLC
INCREASED
Shares4,062 from 3,915
Change+147 (+4%)
Value$1.1M (+$77.4K)
Filed 2026-10-27
C2c Wealth Management, LLC
INCREASED
Shares4,058 from 4,056
Change+2 (+0%)
Value$1.1M (+$40.8K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
DECREASED
Shares4,050 from 5,066
Change-1,016 (-20%)
Value$1.2M (-$101.4K)
Filed 2026-11-05
Whalen Wealth Management Inc.
INCREASED
Shares4,049 from 3,700
Change+349 (+9%)
Value$1.1M (+$128.0K)
Filed 2026-10-08
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares4,049 from 4,049
Change0 (0%)
Value$1.1M (+$40.3K)
Filed 2026-10-16
Peterson Wealth Advisors, LLC
DECREASED
Shares4,040 from 4,279
Change-239 (-6%)
Value$1.1M (-$19.9K)
Filed 2026-10-08
Guardian Wealth Advisors, LLC
DECREASED
Shares4,038 from 4,819
Change-781 (-16%)
Value$1.2M (-$56.2K)
Filed 2026-10-30
Endowment Wealth Management, Inc.
INCREASED
Shares4,037 from 3,494
Change+543 (+16%)
Value$1.1M (+$176.8K)
Filed 2026-11-03
Silvant Capital Management LLC
UNCHANGED
Shares4,037 from 4,037
Change0 (0%)
Value$1.1M (+$40.2K)
Filed 2026-11-09
Pinion Investment Advisors, LLC
INCREASED
Shares4,017 from 4,016
Change+1 (+0%)
Value$1.1M (+$40.1K)
Filed 2026-11-04
Stableford Capital II LLC
DECREASED
Shares4,015 from 4,031
Change-16 (0%)
Value$1.1M (+$35.9K)
Filed 2026-10-09
LSV Asset Management
NEW
Shares4,000
Change+4,000
Value$1.0M
Filed 2026-11-06
Cardiff Park Advisors, LLC
UNCHANGED
Shares3,996 from 3,996
Change0 (0%)
Value$1.0M (+$39.8K)
Filed 2026-11-09
Evanson Financial, LLC
UNCHANGED
Shares3,995 from 3,995
Change0 (0%)
Value$1.0M (+$39.7K)
Filed 2026-10-23
Marathon Mission, Inc.
INCREASED
Shares3,989 from 3,854
Change+135 (+4%)
Value$1.0M (+$73.7K)
Filed 2026-10-01
Cypress Asset Management Inc
DECREASED
Shares3,988 from 4,113
Change-125 (-3%)
Value$1.0M (+$8.2K)
Filed 2026-10-09
Seizert Capital Partners, LLC
UNCHANGED
Shares3,980 from 3,980
Change0 (0%)
Value$1.0M (+$39.6K)
Filed 2026-10-30
Tortuga Wealth Management, Inc
DECREASED
Shares3,972 from 4,133
Change-161 (-4%)
Value$1.0M (-$526)
Filed 2026-10-27
Wealth Group, Ltd.
DECREASED
Shares3,965 from 12,050
Change-8,085 (-67%)
Value$1.0M (-$2.0M)
Filed 2026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares3,945 from 3,945
Change0 (0%)
Value$1.0M (+$39.3K)
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares3,939
Change+3,939
Value$1.0M
Filed 2026-11-06
Altus Wealth Group LLC
DECREASED
Shares3,936 from 4,051
Change-115 (-3%)
Value$1.0M (+$10.2K)
Filed 2026-10-20
StoneRidge PMG Advisors, LLC
NEW
Shares3,933
Change+3,933
Value$1.0M
Filed 2026-11-04
Crumly & Associates Inc.
INCREASED
Shares3,927 from 2,825
Change+1,102 (+39%)
Value$1.0M (+$316.3K)
Filed 2026-10-07
Delta Investment Management, LLC
DECREASED
Shares3,924 from 3,963
Change-39 (-1%)
Value$1.0M (+$29.3K)
Filed 2026-11-09
Goldstein Advisors, LLC
DECREASED
Shares3,924 from 3,951
Change-27 (-1%)
Value$1.0M (+$32.2K)
Filed 2026-10-15
Strathmore Capital Advisors, Inc.
DECREASED
Shares3,922 from 3,965
Change-43 (-1%)
Value$1.1M (+$127.2K)
Filed 2026-11-09
Gilbert Capital Group, Inc.
UNCHANGED
Shares3,917 from 3,917
Change0 (0%)
Value$1.0M (+$39.0K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
INCREASED
Shares3,910 from 3,593
Change+317 (+9%)
Value$1.0M (+$118.7K)
Filed 2026-10-21
Roxbury Financial LLC
DECREASED
Shares3,908 from 3,915
Change-7 (0%)
Value$1.0M (+$37.0K)
Filed 2026-10-01
Compass Capital Management, Inc
INCREASED
Shares3,900 from 800
Change+3,100 (+388%)
Value$1.0M (+$818.9K)
Filed 2026-11-06
Clean Yield Group
UNCHANGED
Shares3,891 from 3,891
Change0 (0%)
Value$1.0M (+$38.7K)
Filed 2026-10-28
Prentiss Smith & Co Inc
UNCHANGED
Shares3,883 from 3,883
Change0 (0%)
Value$1.0M (+$38.6K)
Filed 2026-10-27
Chapman Financial Group, LLC
DECREASED
Shares3,872 from 3,882
Change-10 (0%)
Value$1.0M (+$36.0K)
Filed 2026-10-26
Rational Advisors, Inc.
DECREASED
Shares3,866 from 4,574
Change-708 (-15%)
Value$1.0M (-$139.7K)
Filed 2026-11-02
Lyell Wealth Management, LP
INCREASED
Shares3,859 from 3,619
Change+240 (+7%)
Value$1.0M (+$98.8K)
Filed 2026-10-30
Norway Savings Bank
DECREASED
Shares3,845 from 3,975
Change-130 (-3%)
Value$1.0M (+$5.5K)
Filed 2026-10-20
Paladin Partners, LLC
UNCHANGED
Shares3,841 from 3,841
Change0 (0%)
Value$1.0M (+$38.2K)
Filed 2026-10-06
Solidarity Wealth, LLC
INCREASED
Shares3,834 from 3,739
Change+95 (+3%)
Value$1.0M (+$62.1K)
Filed 2026-10-15
Kaizen Financial Strategies
DECREASED
Shares3,828 from 4,092
Change-264 (-6%)
Value$1.0M (-$26.0K)
Filed 2026-10-09
Fosun International Ltd
UNCHANGED
Shares3,817 from 3,817
Change0 (0%)
Value$998.5K (+$38.0K)
Filed 2026-11-10
Birch Financial Group, LLC
DECREASED
Shares3,816 from 3,945
Change-129 (-3%)
Value$998.2K (+$5.6K)
Filed 2026-10-27
Bell Investment Advisors, Inc
INCREASED
Shares3,809 from 3,761
Change+48 (+1%)
Value$996.3K (+$50.0K)
Filed 2026-10-29
Alliance Private Wealth, LLC
DECREASED
Shares3,808 from 4,328
Change-520 (-12%)
Value$996.1K (-$93.0K)
Filed 2026-10-20
Everest Financial Group LLC
INCREASED
Shares3,801 from 3,619
Change+182 (+5%)
Value$994.3K (+$83.7K)
Filed 2026-11-06
Pathway Financial Advisors LLC
UNCHANGED
Shares3,797 from 3,797
Change0 (0%)
Value$993.3K (+$2.0K)
Filed 2026-10-07
Sage Private Wealth Group, LLC
DECREASED
Shares3,796 from 4,109
Change-313 (-8%)
Value$993.1K (-$40.9K)
Filed 2026-10-21
Traveka Wealth, LLC
INCREASED
Shares3,781 from 3,731
Change+50 (+1%)
Value$989.0K (+$50.3K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares3,776 from 1,746
Change+2,030 (+116%)
Value$987.8K (+$548.3K)
Filed 2026-10-23
Manchester Financial Inc
DECREASED
Shares3,775 from 3,834
Change-59 (-2%)
Value$987.6K (+$22.7K)
Filed 2026-10-15
Capstone Capital Management Ltd
NEW
Shares3,772
Change+3,772
Value$986.7K
Filed 2026-10-21
Puff Wealth Management, LLC
DECREASED
Shares3,757 from 3,787
Change-30 (-1%)
Value$982.9K (+$29.8K)
Filed 2026-10-07
Somerset Trust Co
DECREASED
Shares3,752 from 3,802
Change-50 (-1%)
Value$981.5K (+$24.8K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares3,747 from 3,747
Change0 (0%)
Value$942.9K ($0)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
INCREASED
Shares3,746 from 3,654
Change+92 (+3%)
Value$979.9K (+$60.5K)
Filed 2026-10-26
Putney Financial Group LLC
INCREASED
Shares3,745 from 3,693
Change+52 (+1%)
Value$979.7K (+$50.3K)
Filed 2026-10-30
Quantum Financial Advisors, LLC
INCREASED
Shares3,728 from 3,480
Change+248 (+7%)
Value$975.2K (+$99.5K)
Filed 2026-11-03
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
DECREASED
Shares3,725 from 5,873
Change-2,148 (-37%)
Value$974.4K (-$503.5K)
Filed 2026-11-10
Vista Capital Partners, Inc.
INCREASED
Shares3,716 from 2,473
Change+1,243 (+50%)
Value$972.1K (+$349.7K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
DECREASED
Shares3,715 from 4,023
Change-308 (-8%)
Value$972.0K (-$40.0K)
Filed 2026-10-27
Northern Financial Advisors Inc
INCREASED
Shares3,713 from 3,712
Change+1 (+0%)
Value$971.2K (+$37.1K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
DECREASED
Shares3,701 from 3,850
Change-149 (-4%)
Value$968.0K (-$907)
Filed 2026-10-28
Magnolia Capital Management LTD
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$967.0K (+$37.0K)
Filed 2026-10-09
AlphaCentric Advisors LLC
INCREASED
Shares3,683 from 3,613
Change+70 (+2%)
Value$963.4K (+$54.3K)
Filed 2026-11-03
StoryOne LLC
INCREASED
Shares3,672 from 1,811
Change+1,861 (+103%)
Value$960.6K (+$504.8K)
Filed 2026-10-13
Private Client Services, LLC
INCREASED
Shares3,670 from 3,582
Change+88 (+2%)
Value$960.0K (+$58.7K)
Filed 2026-10-02
Jacobsen Capital Management
INCREASED
Shares3,669 from 3,660
Change+9 (+0%)
Value$959.8K (+$38.8K)
Filed 2026-10-27
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares3,661 from 4,013
Change-352 (-9%)
Value$957.8K (-$51.9K)
Filed 2026-10-09
Smith Chas P & Associates PA Cpas
INCREASED
Shares3,660 from 3,653
Change+7 (+0%)
Value$1.0M (+$125.4K)
Filed 2026-10-22
Channel Wealth LLC
INCREASED
Shares3,659 from 2,902
Change+757 (+26%)
Value$957.2K (+$226.9K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,650 from 2,816
Change+834 (+30%)
Value$954.9K (+$246.2K)
Filed 2026-11-02
KTF Investments, LLC
DECREASED
Shares3,645 from 5,395
Change-1,750 (-32%)
Value$953.5K (-$404.1K)
Filed 2026-10-23
Miramontes Capital, LLC
DECREASED
Shares3,643 from 3,668
Change-25 (-1%)
Value$952.9K (+$30.0K)
Filed 2026-10-19
Congress Park Capital LLC
UNCHANGED
Shares3,637 from 3,637
Change0 (0%)
Value$951.4K (+$36.2K)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
INCREASED
Shares3,636 from 3,241
Change+395 (+12%)
Value$951.1K (+$135.6K)
Filed 2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$948.8K (+$49.0K)
Filed 2026-10-13
Gerber, LLC
UNCHANGED
Shares3,626 from 3,626
Change0 (0%)
Value$948.6K (+$36.1K)
Filed 2026-10-21
Montis Financial, LLC
DECREASED
Shares3,625 from 3,690
Change-65 (-2%)
Value$948.3K (+$19.7K)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares3,600 from 3,156
Change+444 (+14%)
Value$941.7K (+$147.5K)
Filed 2026-10-29
Forest Hill Capital, LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$941.7K (+$35.8K)
Filed 2026-11-05
CV Advisors LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$941.7K (+$35.8K)
Filed 2026-10-13
Brooklyn FI, LLC
NEW
Shares3,586
Change+3,586
Value$1.1M
Filed 2026-11-05
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares3,573 from 3,573
Change0 (0%)
Value$934.7K (+$35.6K)
Filed 2026-10-05
DDD Partners, LLC
DECREASED
Shares3,566 from 4,388
Change-822 (-19%)
Value$932.7K (-$171.4K)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
DECREASED
Shares3,561 from 3,672
Change-111 (-3%)
Value$931.5K (+$7.5K)
Filed 2026-10-20
Revisor Wealth Management LLC
INCREASED
Shares3,559 from 3,399
Change+160 (+5%)
Value$1.0M (+$162.0K)
Filed 2026-10-20
Verum Partners LLC
DECREASED
Shares3,556 from 3,851
Change-295 (-8%)
Value$930.1K (-$39.0K)
Filed 2026-10-21
Family Capital Management, Inc.
INCREASED
Shares3,553 from 3,529
Change+24 (+1%)
Value$929.5K (+$41.5K)
Filed 2026-11-03
Falcon Wealth Planning
INCREASED
Shares3,552 from 3,190
Change+362 (+11%)
Value$929.2K (+$126.4K)
Filed 2026-11-06
MW Advisory, LLC
DECREASED
Shares3,551 from 4,154
Change-603 (-15%)
Value$928.9K (-$116.4K)
Filed 2026-10-19
Meramec Financial Planners, LLC
DECREASED
Shares3,549 from 3,729
Change-180 (-5%)
Value$1.0M (+$75.8K)
Filed 2026-11-09
Warren Street Wealth Advisors, LLC
INCREASED
Shares3,543 from 3,541
Change+2 (+0%)
Value$926.8K (+$35.8K)
Filed 2026-11-04
Union Savings Bank
DECREASED
Shares3,538 from 3,639
Change-101 (-3%)
Value$925.5K (+$9.7K)
Filed 2026-10-14
Grant Street Asset Management, Inc.
DECREASED
Shares3,535 from 3,600
Change-65 (-2%)
Value$924.7K (+$18.8K)
Filed 2026-10-26
Guardian Asset Advisors, LLC
INCREASED
Shares3,530 from 3,528
Change+2 (+0%)
Value$924.1K (+$37.3K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED
Shares3,524 from 3,889
Change-365 (-9%)
Value$921.9K (-$56.8K)
Filed 2026-10-19
QTR Family Wealth, LLC
DECREASED
Shares3,520 from 3,621
Change-101 (-3%)
Value$920.7K (+$9.6K)
Filed 2026-11-02
Atticus Wealth Management, LLC
INCREASED
Shares3,519 from 3,183
Change+336 (+11%)
Value$920.5K (+$119.4K)
Filed 2026-10-20
Schear Investment Advisers, LLC
INCREASED
Shares3,515 from 1,231
Change+2,284 (+186%)
Value$919.6K (+$609.7K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares3,515 from 2,910
Change+605 (+21%)
Value$919.6K (+$187.4K)
Filed 2026-10-14
Clark Asset Management, LLC
DECREASED
Shares3,515 from 3,737
Change-222 (-6%)
Value$919.6K (-$20.8K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,513 from 3,655
Change-142 (-4%)
Value$919.0K (-$778)
Filed 2026-10-09
AMG Asset Management Group, Inc.
DECREASED
Shares3,512 from 4,011
Change-499 (-12%)
Value$918.8K (-$90.6K)
Filed 2026-10-21
Maple Capital Management, Inc.
DECREASED
Shares3,511 from 3,813
Change-302 (-8%)
Value$918.5K (-$41.1K)
Filed 2026-11-02
Lountzis Asset Management, LLC
UNCHANGED
Shares3,511 from 3,511
Change0 (0%)
Value$918.4K (+$34.9K)
Filed 2026-10-30
E&G Advisors, LLC
DECREASED
Shares3,509 from 3,609
Change-100 (-3%)
Value$917.9K (+$9.8K)
Filed 2026-10-13
Evansbrook LLC
DECREASED
Shares3,503 from 3,504
Change-1 (0%)
Value$916.4K (+$34.5K)
Filed 2026-10-16
Worth Asset Management, LLC
INCREASED
Shares3,501 from 1,863
Change+1,638 (+88%)
Value$916.0K (+$447.2K)
Filed 2026-10-07
Sage Capital Management, LLC
INCREASED
Shares3,499 from 3,493
Change+6 (+0%)
Value$915.6K (+$36.5K)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
INCREASED
Shares3,485 from 3,424
Change+61 (+2%)
Value$911.8K (+$50.1K)
Filed 2026-10-15
Unique Wealth, LLC
INCREASED
Shares3,484 from 3,312
Change+172 (+5%)
Value$911.4K (+$78.0K)
Filed 2026-10-16
Michael Brady & Co., LLC
UNCHANGED
Shares3,484 from 3,484
Change0 (0%)
Value$911.4K (+$34.7K)
Filed 2026-10-23
August Group Capital Ltd
INCREASED
Shares3,482 from 3,461
Change+21 (+1%)
Value$910.9K (+$39.9K)
Filed 2026-10-14
Convergence Financial, LLC
DECREASED
Shares3,480 from 5,670
Change-2,190 (-39%)
Value$910.3K (-$516.5K)
Filed 2026-10-27
Davidson Investment Advisors
INCREASED
Shares3,463 from 3,377
Change+86 (+3%)
Value$905.9K (+$56.1K)
Filed 2026-10-20
BCS Wealth Management
DECREASED
Shares3,458 from 3,535
Change-77 (-2%)
Value$904.7K (+$15.1K)
Filed 2026-11-03
West Family Investments, Inc.
DECREASED
Shares3,457 from 3,970
Change-513 (-13%)
Value$904.3K (-$94.7K)
Filed 2026-11-09
First Heartland Consultants, Inc.
DECREASED
Shares3,456 from 3,768
Change-312 (-8%)
Value$904.1K (-$44.1K)
Filed 2026-10-08
Nexus Investment Management ULC
UNCHANGED
Shares3,456 from 3,456
Change0 (0%)
Value$904.1K (+$34.4K)
Filed 2026-10-27
Oder Investment Management, LLC
DECREASED
Shares3,451 from 3,526
Change-75 (-2%)
Value$902.9K (+$15.5K)
Filed 2026-11-09
Argyle Capital Management, LLC
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$902.5K (+$34.3K)
Filed 2026-10-28
Founders Grove Wealth Partners, LLC
INCREASED
Shares3,447 from 2,939
Change+508 (+17%)
Value$901.7K (+$162.1K)
Filed 2026-10-16
Florida Financial Advisors, LLC
INCREASED
Shares3,445 from 2,760
Change+685 (+25%)
Value$901.1K (+$206.3K)
Filed 2026-11-09
Strive Financial Group,LLC
INCREASED
Shares3,428 from 2,182
Change+1,246 (+57%)
Value$896.7K (+$347.7K)
Filed 2026-11-09
Lebenthal Global Advisors, LLC
DECREASED
Shares3,421 from 3,529
Change-108 (-3%)
Value$894.9K (+$6.8K)
Filed 2026-10-28
Warner Group LLC
DECREASED
Shares3,416 from 3,432
Change-16 (0%)
Value$893.6K (+$30.0K)
Filed 2026-11-09
Keystone Wealth Services, LLC
INCREASED
Shares3,412 from 3,399
Change+13 (+0%)
Value$898.3K (+$42.9K)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares3,411 from 3,399
Change+12 (+0%)
Value$892.4K (+$37.0K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares3,404 from 3,404
Change0 (0%)
Value$855.9K ($0)
Filed 2026-10-26
55 North Private Wealth, LLC
INCREASED
Shares3,402 from 3,124
Change+278 (+9%)
Value$889.8K (+$103.8K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
DECREASED
Shares3,394 from 3,577
Change-183 (-5%)
Value$887.7K (-$12.4K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares3,386 from 3,394
Change-8 (0%)
Value$885.7K (+$31.7K)
Filed 2026-10-29
North Berkeley Wealth Management, LLC
UNCHANGED
Shares3,361 from 3,361
Change0 (0%)
Value$879.2K (+$33.4K)
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares3,359 from 3,143
Change+216 (+7%)
Value$878.7K (+$87.8K)
Filed 2026-10-30
Atwater Malick LLC
DECREASED
Shares3,335 from 3,342
Change-7 (0%)
Value$872.4K (+$31.4K)
Filed 2026-10-15
Enclave Advisors LLC
DECREASED
Shares3,333 from 3,453
Change-120 (-3%)
Value$871.8K (+$2.9K)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED
Shares3,331 from 3,505
Change-174 (-5%)
Value$871.3K (-$10.7K)
Filed 2026-11-03
Avanza Fonder AB
UNCHANGED
Shares3,329 from 3,329
Change0 (0%)
Value$870.8K (+$33.1K)
Filed 2026-10-13
Avity Investment Management Inc.
DECREASED
Shares3,328 from 3,333
Change-5 (0%)
Value$870.6K (+$31.9K)
Filed 2026-10-09
Ballast, Inc.
INCREASED
Shares3,327 from 3,294
Change+33 (+1%)
Value$870.3K (+$41.4K)
Filed 2026-10-20
Park Edge Advisors, LLC
DECREASED
Shares3,325 from 3,457
Change-132 (-4%)
Value$869.8K (-$131)
Filed 2026-10-28
Lynx Investment Advisory
INCREASED
Shares3,318 from 2,938
Change+380 (+13%)
Value$867.8K (+$128.4K)
Filed 2026-10-27
John Boyer, Inc.
INCREASED
Shares3,312 from 3,287
Change+25 (+1%)
Value$865.6K (+$38.7K)
Filed 2026-10-27
Unique Wealth Strategies, LLC
UNCHANGED
Shares3,306 from 3,306
Change0 (0%)
Value$832.0K ($0)
Filed 2026-10-13
Titiun Yejiel
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$863.2K (+$32.8K)
Filed 2026-11-06
Smith Group Asset Management, LLC
DECREASED
Shares3,297 from 3,442
Change-145 (-4%)
Value$862.5K (-$3.7K)
Filed 2026-10-27
Mill Capital Management, LLC
UNCHANGED
Shares3,297 from 3,297
Change0 (0%)
Value$862.5K (+$32.8K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
INCREASED
Shares3,291 from 3,286
Change+5 (+0%)
Value$860.9K (+$28.5K)
Filed 2026-10-29
Murphy Pohlad Asset Management LLC
DECREASED
Shares3,286 from 3,594
Change-308 (-9%)
Value$859.6K (-$44.8K)
Filed 2026-10-22
MFA Wealth Services
DECREASED
Shares3,286 from 3,401
Change-115 (-3%)
Value$859.5K (+$3.6K)
Filed 2026-10-14
Bourgeon Capital Management LLC
INCREASED
Shares3,285 from 3,278
Change+7 (+0%)
Value$859.3K (+$34.4K)
Filed 2026-10-19
First Bancorp, Inc
UNCHANGED
Shares3,278 from 3,278
Change0 (0%)
Value$857.5K (+$32.6K)
Filed 2026-10-26
Worth Financial Advisory Group, LLC
DECREASED
Shares3,275 from 3,287
Change-12 (0%)
Value$856.6K (+$29.4K)
Filed 2026-10-19
Gables Capital Management Inc.
DECREASED
Shares3,274 from 3,374
Change-100 (-3%)
Value$856.4K (+$7.4K)
Filed 2026-11-04
Steel Grove Capital Advisors, LLC
INCREASED
Shares3,274 from 3,273
Change+1 (+0%)
Value$856.5K (+$32.8K)
Filed 2026-10-13
Womack Financial LLC
INCREASED
Shares3,270 from 3,269
Change+1 (+0%)
Value$855.3K (+$32.8K)
Filed 2026-10-14
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares3,269 from 3,269
Change0 (0%)
Value$855.1K (+$32.5K)
Filed 2026-11-02
New Capital Management LP
DECREASED
Shares3,254 from 3,263
Change-9 (0%)
Value$851.2K (+$30.0K)
Filed 2026-10-29
AGH Wealth Advisors, LLC
INCREASED
Shares3,253 from 3,203
Change+50 (+2%)
Value$851.1K (+$45.0K)
Filed 2026-10-26
Bender Robert & Associates
INCREASED
Shares3,251 from 2,393
Change+858 (+36%)
Value$850.4K (+$248.3K)
Filed 2026-10-21
Eagle Strategies LLC
DECREASED
Shares3,251 from 3,262
Change-11 (0%)
Value$850.5K (+$29.8K)
Filed 2026-10-16
Presilium Private Wealth, LLC
NEW
Shares3,243
Change+3,243
Value$848.3K
Filed 2026-10-26
Abner Herrman & Brock LLC
INCREASED
Shares3,234 from 2,515
Change+719 (+29%)
Value$846.0K (+$213.0K)
Filed 2026-10-20
Westco Advisory Services Inc
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$846.0K (+$32.2K)
Filed 2026-10-14
Emergent Wealth Advisors, LLC
INCREASED
Shares3,221 from 3,161
Change+60 (+2%)
Value$842.5K (+$50.6K)
Filed 2026-10-09
Financial Consulate, Inc
INCREASED
Shares3,216 from 3,167
Change+49 (+2%)
Value$841.2K (+$44.1K)
Filed 2026-10-23
Windsor Capital Management, LLC
INCREASED
Shares3,213 from 3,129
Change+84 (+3%)
Value$840.5K (+$53.0K)
Filed 2026-10-13
Hardin Capital Partners, LLC
DECREASED
Shares3,210 from 3,285
Change-75 (-2%)
Value$839.7K (+$13.7K)
Filed 2026-10-09
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares3,207 from 3,207
Change0 (0%)
Value$838.9K (+$31.9K)
Filed 2026-10-28
Connecticut Capital Management Group, LLC
INCREASED
Shares3,200 from 3,151
Change+49 (+2%)
Value$837.1K (+$44.2K)
Filed 2026-10-29
Good Harbor Advisors, Inc.
INCREASED
Shares3,188 from 2,976
Change+212 (+7%)
Value$834.1K (+$85.1K)
Filed 2026-10-20
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares3,186 from 3,178
Change+8 (+0%)
Value$833.5K (+$33.7K)
Filed 2026-10-20
Granite Harbor Advisors, Inc.
INCREASED
Shares3,178 from 3,130
Change+48 (+2%)
Value$831.4K (+$43.7K)
Filed 2026-11-10
Advisortrust Partners, LLC
DECREASED
Shares3,176 from 4,298
Change-1,122 (-26%)
Value$830.8K (-$250.9K)
Filed 2026-11-02
Iams Wealth Management, LLC
DECREASED
Shares3,172 from 3,324
Change-152 (-5%)
Value$830.3K (-$6.5K)
Filed 2026-10-15
Groesbeck Investment Management Corp
UNCHANGED
Shares3,155 from 3,155
Change0 (0%)
Value$825.0K (+$31.0K)
Filed 2026-10-26
Premier Fund Managers Ltd
UNCHANGED
Shares3,149 from 3,149
Change0 (0%)
Value$829.0K (+$29.0K)
Filed 2026-11-02
Sather Financial Group Inc
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$822.2K (+$31.3K)
Filed 2026-10-30
Greenfield Seitz Capital Management, LLC
DECREASED
Shares3,142 from 3,422
Change-280 (-8%)
Value$821.9K (-$39.2K)
Filed 2026-10-29
Buttonwood Financial Advisors Inc.
DECREASED
Shares3,136 from 3,193
Change-57 (-2%)
Value$820.3K (+$16.7K)
Filed 2026-10-13
Financial Management Network Inc
INCREASED
Shares3,134 from 3,126
Change+8 (+0%)
Value$823.6K (+$28.0K)
Filed 2026-10-09
Kooman & Associates
DECREASED
Shares3,133 from 3,417
Change-284 (-8%)
Value$819.6K (-$40.3K)
Filed 2026-10-21
Five Oceans Advisors
DECREASED
Shares3,128 from 3,640
Change-512 (-14%)
Value$818.3K (-$97.7K)
Filed 2026-10-22
Castle Wealth Management LLC
UNCHANGED
Shares3,127 from 3,127
Change0 (0%)
Value$818.0K (+$31.1K)
Filed 2026-11-10
Greater Midwest Financial Group, LLC
DECREASED
Shares3,118 from 3,151
Change-33 (-1%)
Value$815.7K (+$22.9K)
Filed 2026-10-13
Granite Group Advisors, LLC
DECREASED
Shares3,115 from 3,947
Change-832 (-21%)
Value$814.7K (-$178.6K)
Filed 2026-10-14
Heritage Investment Group, Inc.
INCREASED
Shares3,110 from 3,068
Change+42 (+1%)
Value$813.5K (+$41.5K)
Filed 2026-11-03
Wedge Capital Management L L P
DECREASED
Shares3,108 from 134,579
Change-131,471 (-98%)
Value$813.0K (-$33.1M)
Filed 2026-10-13
McLean Asset Management Corp
DECREASED
Shares3,101 from 3,136
Change-35 (-1%)
Value$893.8K (+$106.9K)
Filed 2026-11-06
Guerra PAN Advisors, LLC
INCREASED
Shares3,100 from 3,035
Change+65 (+2%)
Value$876.3K (+$112.6K)
Filed 2026-10-26
Wealth Science Advisors LLC
DECREASED
Shares3,090 from 3,220
Change-130 (-4%)
Value$808.3K (-$2.0K)
Filed 2026-10-09
Fire Capital Management LLC
NEW
Shares3,085
Change+3,085
Value$807.0K
Filed 2026-10-27
Barr E S & Co
DECREASED
Shares3,079 from 3,121
Change-42 (-1%)
Value$805.4K (+$20.1K)
Filed 2026-11-06
American Capital Advisory, LLC
DECREASED
Shares3,076 from 3,087
Change-11 (0%)
Value$804.7K (+$27.8K)
Filed 2026-10-28
Ironwood Financial, llc
INCREASED
Shares3,069 from 3,014
Change+55 (+2%)
Value$802.8K (+$55.3K)
Filed 2026-10-20
Aufman Associates Inc
DECREASED
Shares3,066 from 3,196
Change-130 (-4%)
Value$802.0K (-$2.2K)
Filed 2026-11-04
Madrona Financial Services, LLC
INCREASED
Shares3,063 from 2,595
Change+468 (+18%)
Value$801.4K (+$148.4K)
Filed 2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares3,061 from 2,505
Change+556 (+22%)
Value$800.8K (+$170.5K)
Filed 2026-10-27
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares3,057 from 3,094
Change-37 (-1%)
Value$799.7K (+$21.1K)
Filed 2026-11-06
FCG Investment Co
INCREASED
Shares3,055 from 2,515
Change+540 (+21%)
Value$799.2K (+$166.3K)
Filed 2026-10-13
Smith Shellnut Wilson LLC
UNCHANGED
Shares3,049 from 3,049
Change0 (0%)
Value$797.6K (+$30.3K)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
NEW
Shares3,043
Change+3,043
Value$796.0K
Filed 2026-10-29
Ellevest, Inc.
INCREASED
Shares3,040 from 2,716
Change+324 (+12%)
Value$775.5K (+$109.9K)
Filed 2026-11-10
Redhawk Wealth Advisors, Inc.
INCREASED
Shares3,040 from 3,002
Change+38 (+1%)
Value$795.1K (+$39.8K)
Filed 2026-10-14
Sterling Wealth Management, Inc.
INCREASED
Shares3,036 from 3,035
Change+1 (+0%)
Value$794.3K (+$30.6K)
Filed 2026-10-23
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares3,033 from 3,052
Change-19 (-1%)
Value$793.4K (+$25.4K)
Filed 2026-11-03
Hara Capital LLC
DECREASED
Shares3,031 from 3,048
Change-17 (-1%)
Value$792.9K (+$25.9K)
Filed 2026-10-30
TrueWealth Advisors, LLC
INCREASED
Shares3,030 from 2,974
Change+56 (+2%)
Value$792.7K (+$44.4K)
Filed 2026-10-09
Elevate Capital Advisors, LLC
DECREASED
Shares3,027 from 4,193
Change-1,166 (-28%)
Value$791.8K (-$263.3K)
Filed 2026-11-02
Invested Advisors
INCREASED
Shares3,026 from 2,956
Change+70 (+2%)
Value$791.6K (+$47.7K)
Filed 2026-10-23
Viewpoint Capital Management LLC
INCREASED
Shares3,022 from 2,152
Change+870 (+40%)
Value$790.5K (+$249.0K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$790.0K (+$30.0K)
Filed 2026-10-23
RDA Financial Network
DECREASED
Shares3,019 from 3,122
Change-103 (-3%)
Value$789.7K (+$4.2K)
Filed 2026-10-15
Asset Planning,Inc
INCREASED
Shares3,016 from 2,977
Change+39 (+1%)
Value$789.0K (+$39.9K)
Filed 2026-10-26
Cape ANN Savings Bank
INCREASED
Shares3,013 from 3,008
Change+5 (+0%)
Value$788.2K (+$31.2K)
Filed 2026-11-09
Brucke Financial, Inc.
INCREASED
Shares3,010 from 2,810
Change+200 (+7%)
Value$787.5K (+$80.3K)
Filed 2026-10-23
Leslie Global Wealth, LLC
INCREASED
Shares3,003 from 2,983
Change+20 (+1%)
Value$785.6K (+$34.9K)
Filed 2026-10-26
Brown Financial Advisory
DECREASED
Shares2,996 from 3,303
Change-307 (-9%)
Value$783.8K (-$47.5K)
Filed 2026-11-05
Spartan Planning & Wealth Management
INCREASED
Shares2,989 from 2,630
Change+359 (+14%)
Value$782.0K (+$120.2K)
Filed 2026-10-13
Essex LLC
INCREASED
Shares2,986 from 2,984
Change+2 (+0%)
Value$781.1K (+$30.1K)
Filed 2026-10-14
Narus Financial Partners, LLC
INCREASED
Shares2,983 from 2,388
Change+595 (+25%)
Value$780.3K (+$179.4K)
Filed 2026-10-19
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares2,979 from 2,979
Change0 (0%)
Value$779.3K (+$29.6K)
Filed 2026-11-06
Wisconsin Wealth Advisors, LLC
INCREASED
Shares2,976 from 2,967
Change+9 (+0%)
Value$778.6K (+$31.9K)
Filed 2026-10-08
Zinnia Wealth Advisory, LLC
DECREASED
Shares2,972 from 3,544
Change-572 (-16%)
Value$777.4K (-$114.5K)
Filed 2026-11-06
LexAurum Advisors, LLC
INCREASED
Shares2,971 from 2,941
Change+30 (+1%)
Value$777.2K (+$37.0K)
Filed 2026-10-19
Advisor Resource Council
DECREASED
Shares2,966 from 3,862
Change-896 (-23%)
Value$788.3K (-$195.6K)
Filed 2026-11-05
Financial Security Advisor, Inc.
DECREASED
Shares2,959 from 3,178
Change-219 (-7%)
Value$774.1K (-$25.7K)
Filed 2026-11-03
Montz Harcus Wealth Management LLC
INCREASED
Shares2,956 from 2,937
Change+19 (+1%)
Value$773.4K (+$34.2K)
Filed 2026-10-09
JGP Global Gestao de Recursos Ltda.
INCREASED
Shares2,955 from 2,871
Change+84 (+3%)
Value$773.0K (+$50.5K)
Filed 2026-10-16
Samalin Investment Counsel, LLC
DECREASED
Shares2,954 from 3,023
Change-69 (-2%)
Value$772.8K (+$12.0K)
Filed 2026-10-23
Investment Insight Wealth Management, LLC
INCREASED
Shares2,952 from 2,941
Change+11 (+0%)
Value$772.2K (+$32.2K)
Filed 2026-10-30
Dakota Community Bank & Trust NA
INCREASED
Shares2,930 from 2,785
Change+145 (+5%)
Value$766.5K (+$65.6K)
Filed 2026-10-09
Peddock Capital Advisors, LLC
INCREASED
Shares2,924 from 2,850
Change+74 (+3%)
Value$764.8K (+$47.7K)
Filed 2026-10-16
Alhambra Investment Management LLC
DECREASED
Shares2,922 from 2,924
Change-2 (0%)
Value$764.2K (+$28.6K)
Filed 2026-10-15
Sustainable Insight Capital Management, LLC
INCREASED
Shares2,912 from 1,112
Change+1,800 (+162%)
Value$761.8K (+$481.9K)
Filed 2026-11-06
RPS Advisory Solutions LLC
DECREASED
Shares2,895 from 2,982
Change-87 (-3%)
Value$757.4K (+$7.1K)
Filed 2026-11-09
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares2,895 from 2,895
Change0 (0%)
Value$757.3K (+$28.8K)
Filed 2026-10-07
N.E.W. Advisory Services LLC
INCREASED
Shares2,894 from 2,820
Change+74 (+3%)
Value$757.0K (+$47.3K)
Filed 2026-11-09
Bay Capital Advisors, LLC
DECREASED
Shares2,884 from 2,976
Change-92 (-3%)
Value$754.5K (+$5.5K)
Filed 2026-10-16
EdgeRock Capital LLC
INCREASED
Shares2,883 from 2,608
Change+275 (+11%)
Value$754.2K (+$97.9K)
Filed 2026-11-03
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares2,882 from 2,887
Change-5 (0%)
Value$753.9K (+$27.3K)
Filed 2026-10-07
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares2,881 from 4,363
Change-1,482 (-34%)
Value$753.6K (-$344.3K)
Filed 2026-11-06
Finivi Inc.
INCREASED
Shares2,881 from 2,819
Change+62 (+2%)
Value$753.7K (+$44.3K)
Filed 2026-10-13
Southern Financial Group, LLC
DECREASED
Shares2,880 from 3,148
Change-268 (-9%)
Value$753.4K (-$38.8K)
Filed 2026-10-30
Harfst & Associates, Inc.
INCREASED
Shares2,855 from 2,590
Change+265 (+10%)
Value$746.8K (+$95.1K)
Filed 2026-10-20
Shrier Wealth Management, LLC
DECREASED
Shares2,853 from 3,001
Change-148 (-5%)
Value$746.3K (-$8.9K)
Filed 2026-10-20
Ninety One UK Ltd
NEW
Shares2,850
Change+2,850
Value$745.5K
Filed 2026-10-15
Uniting Wealth Partners, LLC
INCREASED
Shares2,849 from 2,700
Change+149 (+6%)
Value$745.3K (+$65.9K)
Filed 2026-11-06
Optivise Advisory Services LLC
INCREASED
Shares2,847 from 2,706
Change+141 (+5%)
Value$744.8K (+$63.7K)
Filed 2026-10-19
Bank of Stockton
UNCHANGED
Shares2,842 from 2,842
Change0 (0%)
Value$743.4K (+$28.3K)
Filed 2026-10-20
Attessa Capital LLC
DECREASED
Shares2,837 from 3,438
Change-601 (-17%)
Value$742.1K (-$123.0K)
Filed 2026-10-09
Reflection Asset Management
INCREASED
Shares2,835 from 2,782
Change+53 (+2%)
Value$741.6K (+$41.5K)
Filed 2026-10-28
Trillium Asset Management, LLC
DECREASED
Shares2,833 from 2,843
Change-10 (0%)
Value$741.1K (+$25.7K)
Filed 2026-11-09
Tillman Hartley LLC
DECREASED
Shares2,831 from 2,937
Change-106 (-4%)
Value$740.6K (+$1.5K)
Filed 2026-11-06
Cooper S Advisors, LLC
INCREASED
Shares2,831 from 2,828
Change+3 (+0%)
Value$740.4K (+$28.9K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED
Shares2,829 from 2,493
Change+336 (+13%)
Value$740.0K (+$112.7K)
Filed 2026-10-30
Richard P Slaughter Associates Inc
DECREASED
Shares2,826 from 3,006
Change-180 (-6%)
Value$739.3K (-$17.1K)
Filed 2026-10-13
Banyan Capital Management, Inc.
DECREASED
Shares2,819 from 2,919
Change-100 (-3%)
Value$737.4K (+$2.9K)
Filed 2026-11-05
CPC Advisors, LLC
INCREASED
Shares2,814 from 1,704
Change+1,110 (+65%)
Value$736.0K (+$307.3K)
Filed 2026-10-21
Mlp3, LLC
INCREASED
Shares2,813 from 2,594
Change+219 (+8%)
Value$735.8K (+$83.0K)
Filed 2026-10-22
Impact Partnership Wealth, LLC
DECREASED
Shares2,811 from 5,512
Change-2,701 (-49%)
Value$735.4K (-$651.6K)
Filed 2026-11-09
Stiles Financial Services Inc
DECREASED
Shares2,809 from 2,833
Change-24 (-1%)
Value$734.7K (+$21.8K)
Filed 2026-10-30
King Wealth Management Group
INCREASED
Shares2,806 from 2,709
Change+97 (+4%)
Value$734.0K (+$52.0K)
Filed 2026-11-09
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares2,802 from 3,250
Change-448 (-14%)
Value$732.8K (-$84.9K)
Filed 2026-10-29
High Point Wealth Management, LLC
INCREASED
Shares2,798 from 2,694
Change+104 (+4%)
Value$731.9K (+$53.9K)
Filed 2026-11-05
Center For Asset Management LLC
INCREASED
Shares2,796 from 1,911
Change+885 (+46%)
Value$731.5K (+$250.7K)
Filed 2026-10-16
Able Financial Group, LLC
INCREASED
Shares2,793 from 2,492
Change+301 (+12%)
Value$730.6K (+$103.6K)
Filed 2026-10-14
Epiq Partners, LLC
DECREASED
Shares2,785 from 2,985
Change-200 (-7%)
Value$728.5K (-$22.6K)
Filed 2026-10-07
Marin Bay Wealth Advisors, LLC
DECREASED
Shares2,784 from 2,803
Change-19 (-1%)
Value$728.4K (+$22.9K)
Filed 2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$726.6K (+$27.6K)
Filed 2026-10-28
Verity Asset Management, Inc.
INCREASED
Shares2,776 from 2,707
Change+69 (+3%)
Value$726.1K (+$44.8K)
Filed 2026-10-30
Lighthouse Financial LLC
DECREASED
Shares2,770 from 2,960
Change-190 (-6%)
Value$724.6K (-$20.3K)
Filed 2026-10-23
Poehling Capital Management, Inc.
DECREASED
Shares2,764 from 2,793
Change-29 (-1%)
Value$723.0K (+$20.2K)
Filed 2026-10-20
Sovereign Investment Advisors, LLC
UNCHANGED
Shares2,760 from 2,760
Change0 (0%)
Value$722.0K (+$27.5K)
Filed 2026-11-09
Hidden Cove Wealth Management, LLC
INCREASED
Shares2,749 from 2,600
Change+149 (+6%)
Value$719.1K (+$64.8K)
Filed 2026-10-19
Pictet North America Advisors SA
NEW
Shares2,747
Change+2,747
Value$718.6K
Filed 2026-10-21
Grove Street Fiduciary, LLC
INCREASED
Shares2,743 from 2,733
Change+10 (+0%)
Value$717.5K (+$29.8K)
Filed 2026-10-13
HT Partners LLC
UNCHANGED
Shares2,741 from 2,741
Change0 (0%)
Value$717.0K (+$27.3K)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares2,738 from 2,724
Change+14 (+1%)
Value$716.3K (+$30.8K)
Filed 2026-10-08
Affiance Financial, LLC
INCREASED
Shares2,737 from 2,720
Change+17 (+1%)
Value$716.2K (+$31.7K)
Filed 2026-10-15
Elser Financial Planning, Inc
INCREASED
Shares2,732 from 2,696
Change+36 (+1%)
Value$714.7K (+$36.2K)
Filed 2026-10-16
W Advisors, LLC
INCREASED
Shares2,727 from 2,648
Change+79 (+3%)
Value$713.5K (+$47.2K)
Filed 2026-11-02
Peoples Bank
INCREASED
Shares2,725 from 2,289
Change+436 (+19%)
Value$712.8K (+$136.8K)
Filed 2026-10-26
Elevatus Welath Management
DECREASED
Shares2,721 from 3,353
Change-632 (-19%)
Value$711.6K (-$132.0K)
Filed 2026-10-19
Crown Wealth Group, LLC
INCREASED
Shares2,718 from 2,560
Change+158 (+6%)
Value$711.0K (+$66.8K)
Filed 2026-10-19
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$711.0K (+$27.0K)
Filed 2026-10-20
Private Advisory Group LLC
DECREASED
Shares2,717 from 3,169
Change-452 (-14%)
Value$710.8K (-$86.7K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
INCREASED
Shares2,717 from 2,687
Change+30 (+1%)
Value$710.7K (+$34.6K)
Filed 2026-10-27
Firethorn Wealth Partners, LLC
DECREASED
Shares2,711 from 2,795
Change-84 (-3%)
Value$709.3K (+$5.9K)
Filed 2026-10-14
AUA Capital Management, LLC
UNCHANGED
Shares2,709 from 2,709
Change0 (0%)
Value$708.6K (+$27.0K)
Filed 2026-10-15
Vigilare Wealth Management
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$707.6K (+$26.9K)
Filed 2026-10-29
Gouws Capital LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$706.3K (+$26.9K)
Filed 2026-10-09
Moran Wealth Management, LLC
INCREASED
Shares2,695 from 1,863
Change+832 (+45%)
Value$705.0K (+$236.2K)
Filed 2026-10-22
Gemmer Asset Management LLC
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$700.0K (+$26.6K)
Filed 2026-10-16
Vicus Capital
DECREASED
Shares2,666 from 3,138
Change-472 (-15%)
Value$697.5K (-$92.2K)
Filed 2026-11-05
Canandaigua National Trust Co of Florida
NEW
Shares2,664
Change+2,664
Value$696.9K
Filed 2026-10-07
Abacus Planning Group, Inc.
INCREASED
Shares2,663 from 2,332
Change+331 (+14%)
Value$696.6K (+$109.8K)
Filed 2026-11-02
Barrett & Company, Inc.
DECREASED
Shares2,659 from 2,709
Change-50 (-2%)
Value$695.5K (+$13.9K)
Filed 2026-10-22
Wall Street Financial Group, Inc.
INCREASED
Shares2,655 from 2,504
Change+151 (+6%)
Value$694.5K (+$64.4K)
Filed 2026-11-09
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares2,655 from 2,655
Change0 (0%)
Value$694.5K (+$26.4K)
Filed 2026-10-23
Endeavor Private Wealth, Inc.
INCREASED
Shares2,652 from 2,443
Change+209 (+9%)
Value$693.4K (+$78.5K)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
DECREASED
Shares2,651 from 2,889
Change-238 (-8%)
Value$693.5K (-$33.5K)
Filed 2026-10-23
Centurion Wealth Management LLC
DECREASED
Shares2,638 from 2,765
Change-127 (-5%)
Value$690.1K (-$5.7K)
Filed 2026-10-13
Alchemi Wealth, LLC
DECREASED
Shares2,637 from 2,742
Change-105 (-4%)
Value$689.9K (-$384)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares2,631
Change+2,631
Value$688.4K
Filed 2026-10-28
Carson Advisory Inc.
DECREASED
Shares2,630 from 2,694
Change-64 (-2%)
Value$688.0K (+$10.1K)
Filed 2026-11-06
NewSquare Capital LLC
INCREASED
Shares2,629 from 2,358
Change+271 (+11%)
Value$687.8K (+$94.4K)
Filed 2026-11-06
Diligent Investors, LLC
DECREASED
Shares2,629 from 2,700
Change-71 (-3%)
Value$687.7K (+$8.3K)
Filed 2026-10-21
Vaughan & Co Securities, Inc.
INCREASED
Shares2,625 from 2,622
Change+3 (+0%)
Value$686.8K (+$27.0K)
Filed 2026-10-23
Hixon Zuercher, LLC
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$686.8K (+$26.1K)
Filed 2026-10-13
Trust Investment Advisors
INCREASED
Shares2,620 from 1,118
Change+1,502 (+134%)
Value$685.3K (+$404.1K)
Filed 2026-10-20
Meridian Wealth Partners, LLC
DECREASED
Shares2,618 from 2,807
Change-189 (-7%)
Value$684.9K (-$21.5K)
Filed 2026-11-09
Phillips Financial Management, LLC
DECREASED
Shares2,610 from 2,721
Change-111 (-4%)
Value$682.8K (-$2.0K)
Filed 2026-10-19
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,607 from 2,446
Change+161 (+7%)
Value$681.8K (+$66.4K)
Filed 2026-11-04
New Covenant Trust Company, N.A.
INCREASED
Shares2,600 from 2,276
Change+324 (+14%)
Value$680.1K (+$107.4K)
Filed 2026-10-08
Lesa Sroufe & Co
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$680.0K (+$26.0K)
Filed 2026-10-29
ASL Financial, LLC
UNCHANGED
Shares2,593 from 2,593
Change0 (0%)
Value$678.3K (+$25.8K)
Filed 2026-10-15
Donalies Financial Planning, LLC
INCREASED
Shares2,585 from 2,580
Change+5 (+0%)
Value$676.2K (+$26.8K)
Filed 2026-10-19
Trust Co
DECREASED
Shares2,580 from 2,680
Change-100 (-4%)
Value$674.8K (+$572)
Filed 2026-10-09
Todd Wealth Management, LLC
DECREASED
Shares2,574 from 2,670
Change-96 (-4%)
Value$673.4K (+$1.6K)
Filed 2026-10-19
Michels Family Financial, LLC
INCREASED
Shares2,572 from 2,477
Change+95 (+4%)
Value$672.8K (+$49.5K)
Filed 2026-11-02
North Forty Two & Co.
UNCHANGED
Shares2,564 from 2,564
Change0 (0%)
Value$670.7K (+$25.5K)
Filed 2026-10-19
Coquina Private Wealth LLC
INCREASED
Shares2,563 from 2,549
Change+14 (+1%)
Value$670.4K (+$28.9K)
Filed 2026-10-27
Flavin Financial Services, Inc.
UNCHANGED
Shares2,563 from 2,563
Change0 (0%)
Value$670.5K (+$25.5K)
Filed 2026-10-21
Ardent Capital Management, Inc.
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$661.8K (+$25.2K)
Filed 2026-10-16
Cutler Investment Counsel LLC
INCREASED
Shares2,529 from 2,488
Change+41 (+2%)
Value$661.6K (+$35.5K)
Filed 2026-10-28
Hollow Brook Wealth Management LLC
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$660.5K (+$25.1K)
Filed 2026-10-29
Sollinda Capital Management LLC
INCREASED
Shares2,522 from 2,511
Change+11 (+0%)
Value$659.7K (+$27.9K)
Filed 2026-11-09
Columbia Bank
INCREASED
Shares2,518 from 2,291
Change+227 (+10%)
Value$658.7K (+$82.2K)
Filed 2026-10-29
MinichMacGregor Wealth Management, LLC
INCREASED
Shares2,516 from 1,456
Change+1,060 (+73%)
Value$658.4K (+$291.8K)
Filed 2026-10-14
Obsidian CIO, LLC
INCREASED
Shares2,508 from 2,391
Change+117 (+5%)
Value$656.0K (+$54.4K)
Filed 2026-11-05
Concentrum Wealth Management
INCREASED
Shares2,508 from 2,422
Change+86 (+4%)
Value$656.0K (+$46.4K)
Filed 2026-11-09
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares2,504 from 2,504
Change0 (0%)
Value$655.0K (+$24.9K)
Filed 2026-10-20
Cambridge Financial Group, LLC
UNCHANGED
Shares2,503 from 2,503
Change0 (0%)
Value$629.8K ($0)
Filed 2026-10-06
Peak Wealth Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$722.7K (+$93.6K)
Filed 2026-10-26
Walker Asset Management, LLC
INCREASED
Shares2,499 from 2,483
Change+16 (+1%)
Value$653.7K (+$28.8K)
Filed 2026-10-13
Omni 360 Wealth, Inc.
INCREASED
Shares2,494 from 2,390
Change+104 (+4%)
Value$652.5K (+$51.0K)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
INCREASED
Shares2,493 from 2,438
Change+55 (+2%)
Value$652.1K (+$38.6K)
Filed 2026-10-13
Saxony Capital Management, LLC
DECREASED
Shares2,491 from 2,538
Change-47 (-2%)
Value$651.5K (+$13.0K)
Filed 2026-10-15
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares2,476 from 2,476
Change0 (0%)
Value$647.7K (+$24.6K)
Filed 2026-10-23
Jm2 Capital Inc.
DECREASED
Shares2,474 from 2,494
Change-20 (-1%)
Value$647.2K (+$19.6K)
Filed 2026-10-14
Fairvoy Private Wealth, LLC
INCREASED
Shares2,459 from 1,997
Change+462 (+23%)
Value$643.3K (+$140.7K)
Filed 2026-10-19
Wulff, Hansen & Co.
DECREASED
Shares2,455 from 2,739
Change-284 (-10%)
Value$642.2K (-$47.0K)
Filed 2026-11-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares2,450 from 4,900
Change-2,450 (-50%)
Value$640.9K (-$592.1K)
Filed 2026-10-21
Eagle Harbor Asset Management Inc
UNCHANGED
Shares2,441 from 2,441
Change0 (0%)
Value$638.5K (+$24.3K)
Filed 2026-10-21
Vela Investment Management, LLC
UNCHANGED
Shares2,438 from 2,438
Change0 (0%)
Value$637.8K (+$24.3K)
Filed 2026-11-09
United Bank
INCREASED
Shares2,436 from 2,192
Change+244 (+11%)
Value$637.2K (+$85.6K)
Filed 2026-11-06
Schwarz Dygos Wheeler Investment Advisors LLC
INCREASED
Shares2,434 from 2,264
Change+170 (+8%)
Value$636.7K (+$67.0K)
Filed 2026-11-10
Grey Fox Wealth Advisors, LLC
DECREASED
Shares2,422 from 2,427
Change-5 (0%)
Value$633.6K (+$23.0K)
Filed 2026-11-03
Black Diamond Financial, LLC
INCREASED
Shares2,420 from 1,953
Change+467 (+24%)
Value$633.0K (+$141.6K)
Filed 2026-10-26
Finer Wealth Management, Inc.
INCREASED
Shares2,419 from 2,410
Change+9 (+0%)
Value$632.9K (+$26.3K)
Filed 2026-10-16
Semus Wealth Partners LLC
INCREASED
Shares2,411 from 2,408
Change+3 (+0%)
Value$630.7K (+$24.7K)
Filed 2026-10-22
Peoples Bank
UNCHANGED
Shares2,409 from 2,409
Change0 (0%)
Value$630.2K (+$24.0K)
Filed 2026-10-09
FAI Advisors, Inc.
INCREASED
Shares2,406 from 2,050
Change+356 (+17%)
Value$629.4K (+$113.5K)
Filed 2026-10-27
Tilia Fiduciary Partners, Inc.
DECREASED
Shares2,405 from 2,430
Change-25 (-1%)
Value$629.0K (+$17.6K)
Filed 2026-10-09
Frederick Financial Consultants, LLC
INCREASED
Shares2,400 from 2,338
Change+62 (+3%)
Value$627.9K (+$39.5K)
Filed 2026-10-29
Summa Corp.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$627.8K (+$23.9K)
Filed 2026-10-30
McCarley & Cook Financial Planners
INCREASED
Shares2,394 from 392
Change+2,002 (+511%)
Value$626.2K (+$527.6K)
Filed 2026-10-21
Avail Investment Partners, LLC
INCREASED
Shares2,391 from 2,253
Change+138 (+6%)
Value$625.4K (+$58.5K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
DECREASED
Shares2,391 from 2,437
Change-46 (-2%)
Value$625.4K (+$12.1K)
Filed 2026-11-03
M.E. Allison & Co., Inc.
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$625.2K (+$23.8K)
Filed 2026-10-09
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares2,387 from 5,697
Change-3,310 (-58%)
Value$625.0K (-$808.6K)
Filed 2026-10-27
Arta Finance Wealth Management LLC
INCREASED
Shares2,387 from 2,191
Change+196 (+9%)
Value$620.6K (+$69.3K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
INCREASED
Shares2,387 from 2,376
Change+11 (+0%)
Value$624.4K (+$26.5K)
Filed 2026-10-14
Grant Private Wealth Management Inc
DECREASED
Shares2,380 from 4,652
Change-2,272 (-49%)
Value$622.6K (-$548.1K)
Filed 2026-10-19
EPG Wealth Management LLC
DECREASED
Shares2,378 from 2,458
Change-80 (-3%)
Value$622.0K (+$3.6K)
Filed 2026-11-03
Sterling Investment Management, LLC
UNCHANGED
Shares2,367 from 2,367
Change0 (0%)
Value$619.2K (+$23.6K)
Filed 2026-10-16
Garde Capital, Inc.
INCREASED
Shares2,354 from 1,483
Change+871 (+59%)
Value$615.7K (+$242.6K)
Filed 2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED
Shares2,351 from 2,151
Change+200 (+9%)
Value$615.0K (+$73.7K)
Filed 2026-10-30
Legacy Wealth Partners, LLC
INCREASED
Shares2,351 from 2,319
Change+32 (+1%)
Value$615.0K (+$31.4K)
Filed 2026-10-15
Partnership Wealth Management, LLC
UNCHANGED
Shares2,349 from 2,349
Change0 (0%)
Value$614.5K (+$23.4K)
Filed 2026-10-05
Miller Financial Services LLC
INCREASED
Shares2,347 from 2,346
Change+1 (+0%)
Value$614.0K (+$23.7K)
Filed 2026-10-20
Mission Financial Group, LLC
INCREASED
Shares2,345 from 2,291
Change+54 (+2%)
Value$613.5K (+$36.9K)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares2,342 from 2,417
Change-75 (-3%)
Value$612.8K (+$4.6K)
Filed 2026-10-20
Centennial Wealth Advisory LLC
INCREASED
Shares2,340 from 2,331
Change+9 (+0%)
Value$612.9K (+$26.0K)
Filed 2026-10-16
Guilbault Capital LLC
DECREASED
Shares2,336 from 2,376
Change-40 (-2%)
Value$611.1K (+$13.2K)
Filed 2026-10-28
Thrive Capital Management, LLC
INCREASED
Shares2,328 from 1,905
Change+423 (+22%)
Value$608.9K (+$129.5K)
Filed 2026-10-28
Sunpointe, LLC
DECREASED
Shares2,321 from 4,063
Change-1,742 (-43%)
Value$607.1K (-$415.4K)
Filed 2026-10-22
GSG Advisors LLC
INCREASED
Shares2,319 from 2,197
Change+122 (+6%)
Value$606.6K (+$53.8K)
Filed 2026-11-03
Certior Financial Group, LLC
DECREASED
Shares2,319 from 2,346
Change-27 (-1%)
Value$606.7K (+$16.4K)
Filed 2026-10-19
Johnson Financial Group, LLC
DECREASED
Shares2,312 from 6,650
Change-4,338 (-65%)
Value$604.8K (-$1.1M)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares2,305 from 2,033
Change+272 (+13%)
Value$603.1K (+$91.6K)
Filed 2026-10-15
Strategy Asset Managers LLC
INCREASED
Shares2,305 from 2,244
Change+61 (+3%)
Value$603.0K (+$38.3K)
Filed 2026-10-14
North Point Portfolio Managers Corp
DECREASED
Shares2,296 from 2,323
Change-27 (-1%)
Value$600.6K (+$16.1K)
Filed 2026-10-07
Ball & Co Wealth Management Inc.
INCREASED
Shares2,287 from 2,272
Change+15 (+1%)
Value$598.5K (+$27.5K)
Filed 2026-11-05
Cultivar Capital, Inc.
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$596.9K (+$22.7K)
Filed 2026-10-14
Fidelity D & D Bancorp Inc
UNCHANGED
Shares2,278 from 2,278
Change0 (0%)
Value$595.9K (+$22.7K)
Filed 2026-11-05
Gould Asset Management LLC
INCREASED
Shares2,276 from 2,266
Change+10 (+0%)
Value$595.4K (+$25.2K)
Filed 2026-11-06
Insight 2811, Inc.
INCREASED
Shares2,272 from 2,212
Change+60 (+3%)
Value$594.2K (+$37.7K)
Filed 2026-11-06
Owl Creek Wealth Partners LLC
INCREASED
Shares2,271 from 1,967
Change+304 (+15%)
Value$594.1K (+$99.1K)
Filed 2026-10-20
Prism Planning Partners LLC
DECREASED
Shares2,269 from 2,294
Change-25 (-1%)
Value$593.5K (+$16.2K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,267 from 2,355
Change-88 (-4%)
Value$592.9K (+$409)
Filed 2026-11-04
Taylor Securities Services, Inc.
INCREASED
Shares2,267 from 2,210
Change+57 (+3%)
Value$592.9K (+$36.8K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares2,261 from 2,252
Change+9 (+0%)
Value$591.4K (+$24.7K)
Filed 2026-10-19
Beacon Capital Management, LLC
INCREASED
Shares2,260 from 2,193
Change+67 (+3%)
Value$591.3K (+$39.5K)
Filed 2026-10-23
Sage Rhino Capital LLC
DECREASED
Shares2,260 from 2,265
Change-5 (0%)
Value$591.2K (+$21.2K)
Filed 2026-10-28
Hudock, Inc.
DECREASED
Shares2,252 from 2,303
Change-51 (-2%)
Value$589.1K (+$9.6K)
Filed 2026-10-14
Welch Financial Planning, LLC
INCREASED
Shares2,252 from 2,243
Change+9 (+0%)
Value$589.1K (+$24.8K)
Filed 2026-11-06
Elevated Capital Advisors, LLC
DECREASED
Shares2,250 from 3,945
Change-1,695 (-43%)
Value$588.6K (-$404.1K)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
DECREASED
Shares2,245 from 2,605
Change-360 (-14%)
Value$652.8K (-$2.7K)
Filed 2026-11-02
Legacy Financial Group, Inc.
INCREASED
Shares2,245 from 2,222
Change+23 (+1%)
Value$587.2K (+$28.0K)
Filed 2026-10-21
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares2,239 from 1,737
Change+502 (+29%)
Value$607.6K (+$170.5K)
Filed 2026-10-20
Invenio Wealth Partners LLC
INCREASED
Shares2,238 from 2,183
Change+55 (+3%)
Value$585.4K (+$36.1K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares2,234 from 2,295
Change-61 (-3%)
Value$584.3K (+$6.8K)
Filed 2026-10-22
Reap Financial Group, LLC
INCREASED
Shares2,232 from 2,018
Change+214 (+11%)
Value$583.8K (+$76.1K)
Filed 2026-11-02
Realta Investment Advisors
DECREASED
Shares2,231 from 2,516
Change-285 (-11%)
Value$583.6K (-$49.5K)
Filed 2026-10-14
Stonebridge Financial Group, LLC
INCREASED
Shares2,231 from 2,100
Change+131 (+6%)
Value$583.6K (+$55.2K)
Filed 2026-10-01
Acorn Creek Capital LLC
DECREASED
Shares2,226 from 2,237
Change-11 (0%)
Value$582.2K (+$19.4K)
Filed 2026-11-05
MRA Advisory Group
DECREASED
Shares2,224 from 7,883
Change-5,659 (-72%)
Value$581.7K (-$1.4M)
Filed 2026-10-07
Greenup Street Wealth Management LLC
DECREASED
Shares2,217 from 3,980
Change-1,763 (-44%)
Value$579.9K (-$421.7K)
Filed 2026-10-28
RS Crum Inc.
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$579.9K (+$22.1K)
Filed 2026-10-19
Motive Wealth Advisors
INCREASED
Shares2,214 from 2,188
Change+26 (+1%)
Value$579.2K (+$28.6K)
Filed 2026-10-26
American National Bank of Texas
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$578.4K (+$22.0K)
Filed 2026-10-07
Norris Perne & French LLP
DECREASED
Shares2,210 from 6,106
Change-3,896 (-64%)
Value$578.1K (-$958.4K)
Filed 2026-10-23
Vista Investment Partners II, LLC
DECREASED
Shares2,209 from 2,375
Change-166 (-7%)
Value$577.8K (-$19.9K)
Filed 2026-10-15
TruNorth Capital Management, LLC
INCREASED
Shares2,201 from 1,921
Change+280 (+15%)
Value$575.8K (+$92.4K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
UNCHANGED
Shares2,201 from 2,201
Change0 (0%)
Value$575.9K (+$21.9K)
Filed 2026-10-09
Atlas Legacy Advisors, LLC
DECREASED
Shares2,197 from 2,607
Change-410 (-16%)
Value$581.3K (-$41.5K)
Filed 2026-11-10
truNorth Financial Services, Inc.
DECREASED
Shares2,194 from 2,244
Change-50 (-2%)
Value$573.9K (+$9.2K)
Filed 2026-11-06
Allied Investment Advisors, LLC
DECREASED
Shares2,192 from 2,292
Change-100 (-4%)
Value$573.4K (-$3.4K)
Filed 2026-10-13
Opus Capital Group, LLC
INCREASED
Shares2,191 from 2,019
Change+172 (+9%)
Value$573.0K (+$65.0K)
Filed 2026-10-30
Reston Wealth Management LLC
INCREASED
Shares2,187 from 1,490
Change+697 (+47%)
Value$572.2K (+$197.2K)
Filed 2026-10-29
Roan Capital Partners
INCREASED
Shares2,183 from 2,152
Change+31 (+1%)
Value$571.1K (+$29.5K)
Filed 2026-10-09
TPG Advisors LLC
UNCHANGED
Shares2,181 from 2,181
Change0 (0%)
Value$570.5K (+$21.7K)
Filed 2026-10-16
SeaBridge Investment Advisors LLC
INCREASED
Shares2,178 from 1,868
Change+310 (+17%)
Value$569.7K (+$99.7K)
Filed 2026-11-02
Englebert Financial Advisers, LLC
DECREASED
Shares2,178 from 2,308
Change-130 (-6%)
Value$569.6K (-$11.2K)
Filed 2026-10-20
True Blue Financial, LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$569.2K (+$21.6K)
Filed 2026-10-15
Piedmont Capital Management, LLC
UNCHANGED
Shares2,171 from 2,171
Change0 (0%)
Value$567.9K (+$21.6K)
Filed 2026-10-21
Wagner Wealth Management, Corp
DECREASED
Shares2,166 from 2,210
Change-44 (-2%)
Value$566.6K (+$10.5K)
Filed 2026-10-20
Gen-Wealth Partners Inc
DECREASED
Shares2,165 from 3,074
Change-909 (-30%)
Value$566.2K (-$207.3K)
Filed 2026-11-04
Terra Nova Asset Management LLC
DECREASED
Shares2,164 from 2,627
Change-463 (-18%)
Value$566.0K (-$95.0K)
Filed 2026-10-13
Curran Financial Partners, LLC
INCREASED
Shares2,159 from 1,990
Change+169 (+8%)
Value$564.7K (+$63.8K)
Filed 2026-11-04
First United Bank & Trust
DECREASED
Shares2,155 from 2,187
Change-32 (-1%)
Value$563.7K (+$13.4K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
INCREASED
Shares2,151 from 2,055
Change+96 (+5%)
Value$562.7K (+$45.6K)
Filed 2026-11-03
Staley Capital Advisers Inc
INCREASED
Shares2,148 from 1,726
Change+422 (+24%)
Value$561.9K (+$127.6K)
Filed 2026-11-06
Philadelphia Investment Partners, LLC
UNCHANGED
Shares2,147 from 2,147
Change0 (0%)
Value$538.8K (+$279)
Filed 2026-11-09
Silver Oak Advisory Group, Inc.
DECREASED
Shares2,137 from 2,333
Change-196 (-8%)
Value$559.0K (-$28.0K)
Filed 2026-11-06
Amarillo National Bank
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$558.2K (+$21.2K)
Filed 2026-10-23
Builder Investment Group Inc
UNCHANGED
Shares2,133 from 2,133
Change0 (0%)
Value$558.0K (+$21.2K)
Filed 2026-10-22
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares2,128 from 2,129
Change-1 (0%)
Value$556.7K (+$20.9K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
INCREASED
Shares2,121 from 1,979
Change+142 (+7%)
Value$554.9K (+$57.0K)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares2,120 from 1,944
Change+176 (+9%)
Value$600.8K (+$111.5K)
Filed 2026-10-16
Enzi Wealth
INCREASED
Shares2,109 from 1,482
Change+627 (+42%)
Value$578.6K (+$215.9K)
Filed 2026-10-14
Discipline Wealth Solutions, LLC
INCREASED
Shares2,109 from 2,103
Change+6 (+0%)
Value$551.8K (+$22.7K)
Filed 2026-10-14
Armbruster Capital Management, Inc.
DECREASED
Shares2,106 from 2,181
Change-75 (-3%)
Value$550.9K (+$2.1K)
Filed 2026-10-19
Capital Investment Services of America, Inc.
UNCHANGED
Shares2,103 from 2,103
Change0 (0%)
Value$550.1K (+$20.9K)
Filed 2026-11-02
Trail Ridge Investment Advisors, LLC
INCREASED
Shares2,102 from 2,085
Change+17 (+1%)
Value$549.9K (+$25.2K)
Filed 2026-10-16
Berman McAleer LLC
DECREASED
Shares2,098 from 2,138
Change-40 (-2%)
Value$548.8K (+$10.8K)
Filed 2026-10-16
Cedarwood Wealth LLC
INCREASED
Shares2,094 from 2,078
Change+16 (+1%)
Value$547.7K (+$24.8K)
Filed 2026-11-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares2,092 from 1,936
Change+156 (+8%)
Value$547.1K (+$64.9K)
Filed 2026-10-13
Northstar Asset Management Co
INCREASED
Shares2,090 from 2,065
Change+25 (+1%)
Value$595.2K (+$59.7K)
Filed 2026-10-22
ShankerValleau Wealth Advisors, Inc.
NEW
Shares2,088
Change+2,088
Value$546.2K
Filed 2026-10-16
JMN Financial LLC
INCREASED
Shares2,085 from 1,948
Change+137 (+7%)
Value$545.4K (+$55.0K)
Filed 2026-11-10
MN Wealth Advisors, LLC
INCREASED
Shares2,084 from 2,059
Change+25 (+1%)
Value$545.3K (+$27.1K)
Filed 2026-10-23
Quantum Private Wealth, LLC
DECREASED
Shares2,082 from 2,092
Change-10 (0%)
Value$544.8K (+$18.3K)
Filed 2026-10-20
Blackston Financial Advisory Group, LLC
INCREASED
Shares2,078 from 1,989
Change+89 (+4%)
Value$543.7K (+$43.0K)
Filed 2026-11-04
Financial Insights, Inc.
DECREASED
Shares2,078 from 2,083
Change-5 (0%)
Value$543.5K (+$19.4K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
INCREASED
Shares2,076 from 2,049
Change+27 (+1%)
Value$543.0K (+$27.5K)
Filed 2026-11-04
Sankala Group LLC
UNCHANGED
Shares2,071 from 2,071
Change0 (0%)
Value$543.8K (+$9.7K)
Filed 2026-11-09
Hoxton Planning & Management, LLC
DECREASED
Shares2,065 from 2,119
Change-54 (-3%)
Value$540.2K (+$7.0K)
Filed 2026-10-15
Momentous Wealth Management, Inc.
INCREASED
Shares2,057 from 1,260
Change+797 (+63%)
Value$538.1K (+$221.0K)
Filed 2026-10-21
RHL Group, LLC
INCREASED
Shares2,054 from 1,905
Change+149 (+8%)
Value$537.3K (+$57.2K)
Filed 2026-11-04
BAM Wealth Management, LLC
INCREASED
Shares2,053 from 1,349
Change+704 (+52%)
Value$537.0K (+$197.6K)
Filed 2026-10-15
Lifestyle Asset Management, Inc.
INCREASED
Shares2,052 from 1,809
Change+243 (+13%)
Value$536.8K (+$81.6K)
Filed 2026-10-20
Wealthgarden F.S. LLC
DECREASED
Shares2,051 from 2,123
Change-72 (-3%)
Value$536.5K (+$2.2K)
Filed 2026-11-09
Insight Wealth Partners, LLC
INCREASED
Shares2,049 from 2,038
Change+11 (+1%)
Value$536.0K (+$23.2K)
Filed 2026-10-26
Nolet Wealth Management, LLC
DECREASED
Shares2,049 from 2,050
Change-1 (0%)
Value$535.9K (+$20.1K)
Filed 2026-10-15
Verus Financial Partners, Inc.
INCREASED
Shares2,048 from 2,013
Change+35 (+2%)
Value$535.7K (+$29.2K)
Filed 2026-10-29
Argos Wealth Advisors, LLC
INCREASED
Shares2,047 from 2,045
Change+2 (+0%)
Value$535.5K (+$20.9K)
Filed 2026-11-02
LJI Wealth Management, LLC
INCREASED
Shares2,046 from 1,846
Change+200 (+11%)
Value$535.3K (+$70.8K)
Filed 2026-10-28
Rose Capital Advisors LLC
INCREASED
Shares2,045 from 1,056
Change+989 (+94%)
Value$535.0K (+$269.3K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares2,045 from 1,988
Change+57 (+3%)
Value$535.0K (+$34.7K)
Filed 2026-11-05
General Partner, Inc.
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$534.7K (+$20.3K)
Filed 2026-10-05
Patten Group, Inc.
INCREASED
Shares2,042 from 1,875
Change+167 (+9%)
Value$534.2K (+$62.3K)
Filed 2026-10-26
Dmkc Advisory Services, LLC
NEW
Shares2,040
Change+2,040
Value$533.6K
Filed 2026-11-04
ETF Store, Inc.
INCREASED
Shares2,039 from 1,993
Change+46 (+2%)
Value$533.3K (+$31.7K)
Filed 2026-10-19
Prairie Advisory, LLC
INCREASED
Shares2,036 from 1,017
Change+1,019 (+100%)
Value$532.6K (+$276.6K)
Filed 2026-10-19
WealthCare Investment Partners, LLC
INCREASED
Shares2,034 from 2,020
Change+14 (+1%)
Value$532.0K (+$23.8K)
Filed 2026-11-05
Navalign, LLC
DECREASED
Shares2,033 from 2,344
Change-311 (-13%)
Value$531.7K (-$58.1K)
Filed 2026-11-09
Arsenal Capital Advisors LLC
INCREASED
Shares2,026 from 2,005
Change+21 (+1%)
Value$529.9K (+$25.4K)
Filed 2026-11-02
Sentinel Pension Advisors, LLC
INCREASED
Shares2,025 from 1,767
Change+258 (+15%)
Value$529.8K (+$80.2K)
Filed 2026-11-02
Fulcrum Wealth Advisors, LLC
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$528.7K (+$20.1K)
Filed 2026-10-16
Clarus Group, Inc.
DECREASED
Shares2,019 from 2,057
Change-38 (-2%)
Value$528.3K (+$10.8K)
Filed 2026-10-21
Darwin Wealth Management, LLC
INCREASED
Shares2,017 from 1,924
Change+93 (+5%)
Value$527.7K (+$43.4K)
Filed 2026-11-09
Chris Bulman Inc
INCREASED
Shares2,013 from 2,003
Change+10 (+1%)
Value$526.6K (+$22.5K)
Filed 2026-10-20
Bluesphere Advisors LLC
INCREASED
Shares2,012 from 1,525
Change+487 (+32%)
Value$526.4K (+$142.7K)
Filed 2026-10-19
Defined Wealth Management, LLC
INCREASED
Shares2,011 from 1,972
Change+39 (+2%)
Value$526.1K (+$29.8K)
Filed 2026-10-19
Seamount Financial Group Inc
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$525.8K (+$20.0K)
Filed 2026-10-21
MKT Advisors LLC
DECREASED
Shares2,008 from 2,166
Change-158 (-7%)
Value$547.1K (-$4.5K)
Filed 2026-10-20
Enhancing Capital LLC
INCREASED
Shares2,004 from 2,000
Change+4 (+0%)
Value$524.2K (+$20.9K)
Filed 2026-10-26
Quantum Financial Partners LLC
DECREASED
Shares1,996 from 2,182
Change-186 (-9%)
Value$522.0K (-$27.0K)
Filed 2026-10-19
Melfa Wealth Management, Inc.
INCREASED
Shares1,994 from 1,432
Change+562 (+39%)
Value$521.7K (+$161.3K)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares1,993 from 1,943
Change+50 (+3%)
Value$521.4K (+$32.5K)
Filed 2026-10-26
Rainier Family Wealth Inc
INCREASED
Shares1,992 from 1,942
Change+50 (+3%)
Value$521.1K (+$32.4K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
DECREASED
Shares1,991 from 2,019
Change-28 (-1%)
Value$520.8K (+$2.1K)
Filed 2026-10-19
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares1,990 from 2,075
Change-85 (-4%)
Value$520.5K (-$1.6K)
Filed 2026-10-22
Maia Wealth LLC
DECREASED
Shares1,989 from 2,232
Change-243 (-11%)
Value$520.3K (-$41.4K)
Filed 2026-10-19
Arlington Trust Co LLC
INCREASED
Shares1,988 from 1,150
Change+838 (+73%)
Value$520.0K (+$230.7K)
Filed 2026-10-20
James Hambro & Partners LLP
DECREASED
Shares1,988 from 2,091
Change-103 (-5%)
Value$520.4K (-$5.1K)
Filed 2026-10-19
Green Ridge Wealth Planning LLC
INCREASED
Shares1,983 from 1,898
Change+85 (+4%)
Value$518.7K (+$41.1K)
Filed 2026-10-08
Pacifica Partners Inc.
DECREASED
Shares1,973 from 1,990
Change-17 (-1%)
Value$512.8K (-$6.6K)
Filed 2026-10-09
Whelan Financial
INCREASED
Shares1,962 from 1,697
Change+265 (+16%)
Value$513.3K (+$86.2K)
Filed 2026-10-28
Trust Co of Kansas
DECREASED
Shares1,958 from 2,008
Change-50 (-2%)
Value$512.0K (+$7.0K)
Filed 2026-11-06
Uptown Financial Advisors LLC
INCREASED
Shares1,957 from 1,913
Change+44 (+2%)
Value$511.9K (+$30.5K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,951 from 1,930
Change+21 (+1%)
Value$510.4K (+$24.8K)
Filed 2026-10-20
Aletheian Wealth Advisors LLC
INCREASED
Shares1,950 from 1,922
Change+28 (+1%)
Value$510.2K (+$26.5K)
Filed 2026-10-08
DLK Investment Management, LLC
DECREASED
Shares1,946 from 1,953
Change-7 (0%)
Value$509.1K (+$174.1K)
Filed 2026-10-09
Asset Advisory Group, Inc.
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$509.0K (+$19.4K)
Filed 2026-10-20
Silverleafe Capital Partners, LLC
DECREASED
Shares1,945 from 2,284
Change-339 (-15%)
Value$508.7K (-$66.0K)
Filed 2026-10-02
WestHill Financial Advisors, Inc.
DECREASED
Shares1,937 from 2,151
Change-214 (-10%)
Value$506.7K (-$34.6K)
Filed 2026-10-14
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares1,935
Change+1,935
Value$506.2K
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares1,935 from 1,953
Change-18 (-1%)
Value$506.2K (+$14.7K)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares1,934 from 1,457
Change+477 (+33%)
Value$505.9K (+$139.2K)
Filed 2026-10-29
J. L. Bainbridge & Co., Inc.
INCREASED
Shares1,932 from 1,927
Change+5 (+0%)
Value$505.3K (+$20.3K)
Filed 2026-10-20
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$504.9K (+$19.2K)
Filed 2026-10-19
Creekside Partners
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$504.9K (+$19.2K)
Filed 2026-11-04
Zevenbergen Capital Investments LLC
UNCHANGED
Shares1,923 from 1,923
Change0 (0%)
Value$503.0K (+$19.1K)
Filed 2026-10-08
OFS Enterprise LLC
INCREASED
Shares1,921 from 1,253
Change+668 (+53%)
Value$502.5K (+$187.2K)
Filed 2026-10-16
Warwick Investment Management, Inc.
DECREASED
Shares1,921 from 2,135
Change-214 (-10%)
Value$502.5K (-$34.7K)
Filed 2026-10-19
Vision Capital Management, Inc.
DECREASED
Shares1,915 from 1,965
Change-50 (-3%)
Value$500.9K (+$6.5K)
Filed 2026-10-20
BigSur Wealth Management LLC
UNCHANGED
Shares1,911 from 1,911
Change0 (0%)
Value$499.9K (+$19.0K)
Filed 2026-10-13
Burkett Asset Management Ltd
NEW
Shares1,905
Change+1,905
Value$498.3K
Filed 2026-10-13
WealthPoint Financial, LLC
DECREASED
Shares1,905 from 1,993
Change-88 (-4%)
Value$498.4K (-$3.1K)
Filed 2026-11-03
Highland Investment Advisors LLC
DECREASED
Shares1,905 from 1,921
Change-16 (-1%)
Value$498.2K (+$14.9K)
Filed 2026-11-09
Professional Financial Advisors, LLC
INCREASED
Shares1,905 from 1,904
Change+1 (+0%)
Value$498.4K (+$19.2K)
Filed 2026-10-13
PVG Asset Management Corp
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$498.2K (+$19.0K)
Filed 2026-10-19
Advus Financial Partners, LLC
DECREASED
Shares1,902 from 2,470
Change-568 (-23%)
Value$497.6K (-$123.9K)
Filed 2026-10-20
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares1,901 from 1,734
Change+167 (+10%)
Value$497.3K (+$60.9K)
Filed 2026-10-21
Whitcomb & Hess, Inc.
DECREASED
Shares1,897 from 1,901
Change-4 (0%)
Value$496.2K (+$17.8K)
Filed 2026-10-07
L.K. Benson & Company, P.C.
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$494.9K (+$18.8K)
Filed 2026-10-23
Cora Capital Advisors LLC
INCREASED
Shares1,890 from 1,881
Change+9 (+0%)
Value$494.5K (+$21.3K)
Filed 2026-11-02
Ring Mountain Capital, LLC
INCREASED
Shares1,888 from 1,878
Change+10 (+1%)
Value$493.8K (+$21.3K)
Filed 2026-10-13
ASO Group Ltd
NEW
Shares1,887
Change+1,887
Value$494.0K
Filed 2026-11-05
Olistico Wealth, LLC
INCREASED
Shares1,885 from 1,884
Change+1 (+0%)
Value$493.0K (+$18.8K)
Filed 2026-10-05
CGN Advisors LLC
DECREASED
Shares1,883 from 2,104
Change-221 (-10%)
Value$492.5K (-$36.8K)
Filed 2026-10-21
Central Valley Advisors, LLC
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$492.6K (+$18.7K)
Filed 2026-10-27
James J. Burns & Company, LLC
INCREASED
Shares1,876 from 1,756
Change+120 (+7%)
Value$490.6K (+$48.5K)
Filed 2026-10-22
Strata Wealth Advisors, LLC
INCREASED
Shares1,875 from 1,802
Change+73 (+4%)
Value$490.5K (+$37.0K)
Filed 2026-10-16
Manske Wealth Management
DECREASED
Shares1,874 from 1,894
Change-20 (-1%)
Value$490.2K (+$13.7K)
Filed 2026-10-26
Seven Mile Advisory
DECREASED
Shares1,870 from 1,941
Change-71 (-4%)
Value$489.2K (+$740)
Filed 2026-10-22
KWB Wealth
DECREASED
Shares1,867 from 1,879
Change-12 (-1%)
Value$488.4K (+$15.6K)
Filed 2026-10-16
Bestgate Wealth Advisors, LLC
INCREASED
Shares1,862 from 1,810
Change+52 (+3%)
Value$487.0K (+$31.6K)
Filed 2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares1,860 from 1,873
Change-13 (-1%)
Value$486.7K (+$15.3K)
Filed 2026-10-29
Smith Partners Wealth Management, LLC
INCREASED
Shares1,858 from 1,632
Change+226 (+14%)
Value$486.0K (+$75.4K)
Filed 2026-11-05
Integrated Wealth Management
INCREASED
Shares1,854 from 1,852
Change+2 (+0%)
Value$485.1K (+$19.1K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares1,846 from 1,384
Change+462 (+33%)
Value$482.9K (+$134.6K)
Filed 2026-10-14
Peachtree Investment Partners, LLC
INCREASED
Shares1,844 from 1,688
Change+156 (+9%)
Value$482.5K (+$57.7K)
Filed 2026-11-05
PFS Partners, LLC
DECREASED
Shares1,843 from 1,870
Change-27 (-1%)
Value$482.1K (+$11.5K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares1,843 from 1,839
Change+4 (+0%)
Value$482.0K (+$19.2K)
Filed 2026-11-04
Fischer Financial Services, Inc.
DECREASED
Shares1,829 from 1,918
Change-89 (-5%)
Value$478.5K (-$4.1K)
Filed 2026-10-30
Triton Wealth Management, Pllc
INCREASED
Shares1,827 from 1,824
Change+3 (+0%)
Value$527.5K (+$66.4K)
Filed 2026-11-04
Brown Wealth Management, LLC
INCREASED
Shares1,826 from 1,722
Change+104 (+6%)
Value$477.7K (+$44.3K)
Filed 2026-10-20
Financial Planning Fort Collins, LLC
UNCHANGED
Shares1,826 from 1,826
Change0 (0%)
Value$477.7K (+$21.3K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,825 from 7,148
Change-5,323 (-74%)
Value$477.4K (-$1.3M)
Filed 2026-10-14
Peninsula Asset Management Inc
DECREASED
Shares1,825 from 1,950
Change-125 (-6%)
Value$477.4K (-$13.3K)
Filed 2026-11-10
Fulcrum Capital LLC
UNCHANGED
Shares1,824 from 1,824
Change0 (0%)
Value$477.1K (+$18.1K)
Filed 2026-10-15
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,823 from 1,823
Change0 (0%)
Value$476.9K (+$18.1K)
Filed 2026-10-30
Accretive Wealth Partners, LLC
UNCHANGED
Shares1,822 from 1,822
Change0 (0%)
Value$476.5K (+$18.1K)
Filed 2026-11-06
Dividend Assets Capital, LLC
INCREASED
Shares1,820 from 1,638
Change+182 (+11%)
Value$476.1K (+$63.9K)
Filed 2026-11-10
Measured Wealth Private Client Group, LLC
DECREASED
Shares1,819 from 1,861
Change-42 (-2%)
Value$475.8K (+$7.4K)
Filed 2026-11-10
Northwest Wealth Management, LLC
INCREASED
Shares1,819 from 1,803
Change+16 (+1%)
Value$476.0K (+$22.1K)
Filed 2026-10-30
Total Wealth Planning & Management, Inc.
DECREASED
Shares1,815 from 11,012
Change-9,197 (-84%)
Value$474.8K (-$2.3M)
Filed 2026-10-23
Watershed Private Wealth LLC
INCREASED
Shares1,814 from 1,734
Change+80 (+5%)
Value$474.5K (+$38.2K)
Filed 2026-10-30
North Capital, Inc.
DECREASED
Shares1,811 from 1,920
Change-109 (-6%)
Value$496.9K (+$13.6K)
Filed 2026-10-16
PFC Capital Group, Inc.
INCREASED
Shares1,810 from 1,335
Change+475 (+36%)
Value$473.5K (+$138.5K)
Filed 2026-11-06
Emerald Advisors, LLC
DECREASED
Shares1,809 from 4,504
Change-2,695 (-60%)
Value$473.3K (-$660.0K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares1,805 from 1,775
Change+30 (+2%)
Value$472.2K (+$25.5K)
Filed 2026-10-26
ACT Advisors, Llc.
INCREASED
Shares1,801 from 1,688
Change+113 (+7%)
Value$471.2K (+$46.5K)
Filed 2026-10-15
Independent Wealth Network Inc.
DECREASED
Shares1,797 from 2,132
Change-335 (-16%)
Value$470.0K (-$66.6K)
Filed 2026-10-19
Arbor Investment Advisors, LLC
DECREASED
Shares1,795 from 2,358
Change-563 (-24%)
Value$469.5K (-$123.9K)
Filed 2026-10-26
Guardsman Private Capital Management, Inc.
INCREASED
Shares1,795 from 1,785
Change+10 (+1%)
Value$469.6K (+$20.4K)
Filed 2026-10-19
Aire Advisors, LLC
INCREASED
Shares1,793 from 1,784
Change+9 (+1%)
Value$469.1K (+$20.1K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,792 from 874
Change+918 (+105%)
Value$468.8K (+$248.8K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
DECREASED
Shares1,791 from 1,812
Change-21 (-1%)
Value$468.5K (-$1.5K)
Filed 2026-10-20
Cercano Management LLC
UNCHANGED
Shares1,789 from 1,789
Change0 (0%)
Value$468.0K (+$17.8K)
Filed 2026-11-10
Blue Capital, Inc.
DECREASED
Shares1,788 from 1,790
Change-2 (0%)
Value$467.7K (+$17.3K)
Filed 2026-10-13
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,785 from 1,052
Change+733 (+70%)
Value$467.0K (+$204.0K)
Filed 2026-10-19
Guardian Partners Inc.
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$466.9K (+$17.8K)
Filed 2026-10-21
Ramiah Investment Group
DECREASED
Shares1,784 from 1,865
Change-81 (-4%)
Value$466.7K (-$2.6K)
Filed 2026-10-20
Hoese & Co LLP
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$466.7K (+$17.7K)
Filed 2026-10-21
CMG Global Holdings, LLC
DECREASED
Shares1,779 from 1,869
Change-90 (-5%)
Value$465.4K (-$4.9K)
Filed 2026-10-14
Kozak & Associates, Inc.
DECREASED
Shares1,777 from 4,766
Change-2,989 (-63%)
Value$508.2K (-$688.4K)
Filed 2026-10-29
Kraematon Investment Advisors, Inc
DECREASED
Shares1,776 from 1,824
Change-48 (-3%)
Value$464.6K (+$5.6K)
Filed 2026-11-02
Financial Symmetry Inc
DECREASED
Shares1,771 from 2,239
Change-468 (-21%)
Value$463.3K (-$100.2K)
Filed 2026-10-06
KFA Private Wealth Group, LLC
INCREASED
Shares1,761 from 1,740
Change+21 (+1%)
Value$460.9K (+$22.9K)
Filed 2026-10-07
IVC Wealth Advisors LLC
DECREASED
Shares1,761 from 1,767
Change-6 (0%)
Value$460.7K (+$16.0K)
Filed 2026-10-23
IMPACTfolio, LLC
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$460.6K (+$17.5K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares1,760
Change+1,760
Value$460.5K
Filed 2026-10-30
Rockport Wealth LLC
INCREASED
Shares1,760 from 1,614
Change+146 (+9%)
Value$460.4K (+$54.3K)
Filed 2026-11-03
Clearwater Capital Advisors, LLC
DECREASED
Shares1,759 from 1,781
Change-22 (-1%)
Value$460.1K (+$12.0K)
Filed 2026-11-06
Lawson Kroeker Investment Management Inc
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$459.9K (+$17.5K)
Filed 2026-10-22
Uptick Partners, LLC
INCREASED
Shares1,755 from 1,674
Change+81 (+5%)
Value$459.1K (+$38.0K)
Filed 2026-11-04
Lifelong Wealth Advisors, Inc.
INCREASED
Shares1,755 from 1,719
Change+36 (+2%)
Value$459.1K (+$26.5K)
Filed 2026-10-19
Fonville Wealth Management LLC
INCREASED
Shares1,752 from 1,522
Change+230 (+15%)
Value$458.2K (+$75.3K)
Filed 2026-10-28
Ballew Advisors, Inc
DECREASED
Shares1,751 from 1,759
Change-8 (0%)
Value$460.2K (+$1.1K)
Filed 2026-10-05
Presper Financial Architects, LLC
NEW
Shares1,747
Change+1,747
Value$457.0K
Filed 2026-11-09
McKinney Capital Management, LLC
DECREASED
Shares1,745 from 2,016
Change-271 (-13%)
Value$456.5K (-$50.8K)
Filed 2026-11-06
Shakespeare Wealth Management, LLC
INCREASED
Shares1,745 from 1,730
Change+15 (+1%)
Value$456.6K (+$21.3K)
Filed 2026-10-28
Thayer Partners, LLC / MA
DECREASED
Shares1,742 from 1,779
Change-37 (-2%)
Value$455.6K (+$7.9K)
Filed 2026-11-06
Retirement Wealth Solutions LLC
INCREASED
Shares1,740 from 190
Change+1,550 (+816%)
Value$455.2K (+$407.4K)
Filed 2026-10-07
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares1,734 from 1,864
Change-130 (-7%)
Value$454.0K (-$15.0K)
Filed 2026-10-27
Northbridge Financial Group, LLC
UNCHANGED
Shares1,731 from 1,731
Change0 (0%)
Value$461.7K (+$26.1K)
Filed 2026-11-05
Jackson Creek Investment Advisors LLC
DECREASED
Shares1,725 from 2,465
Change-740 (-30%)
Value$451.0K (-$168.0K)
Filed 2026-11-04
Arwa LLC
DECREASED
Shares1,725 from 1,917
Change-192 (-10%)
Value$473.2K (-$14.5K)
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares1,725 from 1,760
Change-35 (-2%)
Value$451.2K (+$8.4K)
Filed 2026-10-28
Goldenstone Wealth Management LLC
DECREASED
Shares1,725 from 1,738
Change-13 (-1%)
Value$451.3K (+$13.9K)
Filed 2026-11-04
Sunburst Financial Group, LLC
DECREASED
Shares1,721 from 1,738
Change-17 (-1%)
Value$450.1K (+$12.7K)
Filed 2026-10-09
Elm3 Financial Group, LLC
NEW
Shares1,717
Change+1,717
Value$449.2K
Filed 2026-10-07
Byrne Asset Management LLC
DECREASED
Shares1,715 from 1,836
Change-121 (-7%)
Value$445.8K (-$16.2K)
Filed 2026-10-06
Foguth Wealth Management, Llc.
INCREASED
Shares1,714 from 1,452
Change+262 (+18%)
Value$489.3K (+$121.5K)
Filed 2026-10-19
LifeWealth Investments, LLC
DECREASED
Shares1,713 from 1,726
Change-13 (-1%)
Value$448.2K (+$13.8K)
Filed 2026-10-21
Stronghold Wealth Management L.L.C.
DECREASED
Shares1,710 from 1,879
Change-169 (-9%)
Value$447.3K (-$25.5K)
Filed 2026-10-16
Thoma Capital Management LLC
INCREASED
Shares1,707 from 1,703
Change+4 (+0%)
Value$446.6K (+$17.9K)
Filed 2026-10-19
Apollon Financial, LLC
INCREASED
Shares1,705 from 1,524
Change+181 (+12%)
Value$446.0K (+$62.4K)
Filed 2026-10-23
Lynch Investment Planning, LLC
INCREASED
Shares1,701 from 1,700
Change+1 (+0%)
Value$445.1K (+$17.4K)
Filed 2026-10-27
Lincoln Capital Corp
DECREASED
Shares1,700 from 1,900
Change-200 (-11%)
Value$444.7K (-$33.4K)
Filed 2026-10-13
Wedgewood Investors Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$444.7K (+$16.9K)
Filed 2026-10-28
Carter Financial Group, Inc.
INCREASED
Shares1,694 from 1,596
Change+98 (+6%)
Value$443.1K (+$41.5K)
Filed 2026-10-21
Clearwave Capital, LLC
INCREASED
Shares1,694 from 1,670
Change+24 (+1%)
Value$443.1K (+$23.0K)
Filed 2026-10-27
Perryman Financial Advisory Inc
DECREASED
Shares1,691 from 1,726
Change-35 (-2%)
Value$442.3K (+$8.1K)
Filed 2026-10-16
Atlas Private Wealth Advisors
INCREASED
Shares1,689 from 1,688
Change+1 (+0%)
Value$441.7K (+$17.0K)
Filed 2026-10-23
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$441.6K (+$16.8K)
Filed 2026-10-27
Wilsey Asset Management Inc
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$440.0K (+$16.7K)
Filed 2026-10-21
Howard Capital Management Group, LLC
DECREASED
Shares1,673 from 2,012
Change-339 (-17%)
Value$437.6K (-$68.7K)
Filed 2026-10-16
GW Henssler & Associates LTD
DECREASED
Shares1,668 from 1,745
Change-77 (-4%)
Value$436.3K (-$2.8K)
Filed 2026-10-26
Inman Jager Wealth Management, LLC
DECREASED
Shares1,662 from 1,710
Change-48 (-3%)
Value$434.8K (+$4.5K)
Filed 2026-11-05
Hopwood Financial Services, Inc.
UNCHANGED
Shares1,661 from 1,661
Change0 (0%)
Value$434.5K (+$16.5K)
Filed 2026-10-29
Meridian Financial Partners LLC
INCREASED
Shares1,660 from 1,585
Change+75 (+5%)
Value$470.4K (+$83.5K)
Filed 2026-10-23
Bright Financial Advisors, Inc.
INCREASED
Shares1,659 from 1,658
Change+1 (+0%)
Value$433.9K (+$16.5K)
Filed 2026-10-23
Optima Capital LLC
INCREASED
Shares1,656 from 1,645
Change+11 (+1%)
Value$433.2K (+$19.2K)
Filed 2026-10-29
Weil Company, Inc.
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$432.6K (+$16.5K)
Filed 2026-10-14
Post Resch Tallon Group Inc.
DECREASED
Shares1,651 from 1,664
Change-13 (-1%)
Value$431.9K (+$13.2K)
Filed 2026-10-09
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$428.9K (+$14.6K)
Filed 2026-10-20
Compass Financial Group, Inc
INCREASED
Shares1,648 from 1,429
Change+219 (+15%)
Value$431.1K (+$71.6K)
Filed 2026-10-13
Vawter Financial, Ltd.
UNCHANGED
Shares1,647 from 1,647
Change0 (0%)
Value$430.8K (+$16.4K)
Filed 2026-11-10
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,638 from 1,638
Change0 (0%)
Value$428.4K (+$16.3K)
Filed 2026-10-23
Taylor Financial Group, Inc.
INCREASED
Shares1,630 from 1,485
Change+145 (+10%)
Value$426.4K (+$52.7K)
Filed 2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$426.4K (+$16.2K)
Filed 2026-10-15
Expressive Wealth LLC
DECREASED
Shares1,625 from 1,722
Change-97 (-6%)
Value$425.1K (-$8.2K)
Filed 2026-11-09
Unified Investment Management
UNCHANGED
Shares1,622 from 1,622
Change0 (0%)
Value$424.3K (+$16.1K)
Filed 2026-10-14
Arkansas Financial Group, Inc.
DECREASED
Shares1,616 from 1,733
Change-117 (-7%)
Value$422.7K (-$13.4K)
Filed 2026-10-26
Lord & Richards Wealth Management, LLC
NEW
Shares1,613
Change+1,613
Value$421.9K
Filed 2026-10-14
CLG LLC
DECREASED
Shares1,610 from 2,971
Change-1,361 (-46%)
Value$421.1K (-$326.6K)
Filed 2026-10-13
Capital Investment Counsel, Inc
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$421.2K (+$16.0K)
Filed 2026-10-20
Glass Wealth Management Co LLC
DECREASED
Shares1,607 from 1,618
Change-11 (-1%)
Value$420.3K (+$13.2K)
Filed 2026-10-28
Bridgelight Financial Advisors, Inc.
INCREASED
Shares1,606 from 1,596
Change+10 (+1%)
Value$420.2K (+$18.6K)
Filed 2026-10-20
Richardson Financial Services Inc.
INCREASED
Shares1,605 from 1,179
Change+426 (+36%)
Value$419.9K (+$123.2K)
Filed 2026-10-30
Old Port Advisors
INCREASED
Shares1,604 from 1,528
Change+76 (+5%)
Value$419.7K (+$35.1K)
Filed 2026-10-23
Life Planning Partners, Inc
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$419.3K (+$16.0K)
Filed 2026-10-28
Creative Capital Management Investments LLC
INCREASED
Shares1,602 from 1,492
Change+110 (+7%)
Value$419.1K (+$43.6K)
Filed 2026-10-28
Rede Wealth, LLC
DECREASED
Shares1,602 from 1,667
Change-65 (-4%)
Value$419.2K (-$365)
Filed 2026-10-22
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$418.5K (+$15.9K)
Filed 2026-10-08
Cornerstone Planning Group LLC
DECREASED
Shares1,590 from 1,687
Change-97 (-6%)
Value$439.6K (+$12.3K)
Filed 2026-10-16
Gill Capital Partners, LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$415.9K (+$15.8K)
Filed 2026-10-13
Kessler Investment Group, LLC
DECREASED
Shares1,579 from 1,586
Change-7 (0%)
Value$413.1K (+$14.0K)
Filed 2026-10-08
Aurora Private Wealth, Inc.
INCREASED
Shares1,575 from 1,341
Change+234 (+17%)
Value$412.0K (+$75.0K)
Filed 2026-10-20
Eurizon SLJ Capital Ltd
DECREASED
Shares1,575 from 1,808
Change-233 (-13%)
Value$412.0K (-$43.0K)
Filed 2026-11-06
Lakeshore Financial Planning, Inc.
INCREASED
Shares1,572 from 1,374
Change+198 (+14%)
Value$411.0K (+$64.9K)
Filed 2026-10-13
Ted Buchan & Co
DECREASED
Shares1,568 from 1,587
Change-19 (-1%)
Value$410.2K (+$10.8K)
Filed 2026-10-23
Family Legacy Financial Solutions, LLC
INCREASED
Shares1,568 from 1,567
Change+1 (+0%)
Value$410.2K (+$15.7K)
Filed 2026-10-07
FF Advisors,LLC
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$409.9K (+$15.6K)
Filed 2026-10-21
tru Independence LLC
DECREASED
Shares1,566 from 1,648
Change-82 (-5%)
Value$409.7K (-$5.1K)
Filed 2026-10-20
Private Wealth Management Group, LLC
INCREASED
Shares1,562 from 1,170
Change+392 (+34%)
Value$408.5K (+$114.0K)
Filed 2026-10-19
Ti-Trust, Inc
INCREASED
Shares1,562 from 1,553
Change+9 (+1%)
Value$408.6K (+$17.8K)
Filed 2026-10-21
Omnitrust Wealth Management, Inc
NEW
Shares1,559
Change+1,559
Value$407.8K
Filed 2026-11-02
Kelly Financial Services LLC
INCREASED
Shares1,559 from 1,549
Change+10 (+1%)
Value$407.9K (+$18.1K)
Filed 2026-10-20
Wellington Grp LLC
INCREASED
Shares1,558 from 1,507
Change+51 (+3%)
Value$407.6K (+$28.3K)
Filed 2026-11-06
Cogent Private Wealth, Inc.
INCREASED
Shares1,557 from 1,528
Change+29 (+2%)
Value$407.3K (+$22.8K)
Filed 2026-11-06
Cherrydale Wealth Management, LLC
UNCHANGED
Shares1,557 from 1,557
Change0 (0%)
Value$407.3K (+$15.5K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares1,553 from 1,310
Change+243 (+19%)
Value$406.2K (+$76.6K)
Filed 2026-10-29
Kieckhefer Group LLC
DECREASED
Shares1,550 from 1,700
Change-150 (-9%)
Value$405.5K (-$22.3K)
Filed 2026-10-13
Cathy Pareto & Associates, Inc
INCREASED
Shares1,548 from 1,534
Change+14 (+1%)
Value$405.2K (+$18.9K)
Filed 2026-10-15
Private Wealth Group, LLC
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$405.1K (+$15.4K)
Filed 2026-10-19
ERn Financial, LLC
INCREASED
Shares1,545 from 1,463
Change+82 (+6%)
Value$404.1K (+$36.0K)
Filed 2026-10-28
GreatBanc Trust Co
DECREASED
Shares1,545 from 1,625
Change-80 (-5%)
Value$404.2K (-$4.8K)
Filed 2026-11-04
Integral Investment Advisors, Inc.
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$404.0K (+$15.4K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares1,531 from 1,376
Change+155 (+11%)
Value$400.6K (+$54.3K)
Filed 2026-10-20
Townsend Asset Management Corp
INCREASED
Shares1,529 from 1,065
Change+464 (+44%)
Value$400.1K (+$132.0K)
Filed 2026-10-29
Plan Group Financial, LLC
INCREASED
Shares1,526 from 1,491
Change+35 (+2%)
Value$441.2K (+$66.0K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
DECREASED
Shares1,525 from 1,587
Change-62 (-4%)
Value$399.0K (-$366)
Filed 2026-10-28
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$399.0K (+$15.2K)
Filed 2026-10-28
FDx Advisors, Inc.
DECREASED
Shares1,519 from 1,988
Change-469 (-24%)
Value$397.0K (-$103.0K)
Filed 2026-11-09
Providence First Trust Co
NEW
Shares1,516
Change+1,516
Value$396.6K
Filed 2026-11-02
Wilkerson Advisory Group LLC
DECREASED
Shares1,515 from 1,624
Change-109 (-7%)
Value$396.3K (-$12.4K)
Filed 2026-10-20
Security Financial Services, Inc.
INCREASED
Shares1,510 from 1,498
Change+12 (+1%)
Value$395.0K (+$18.0K)
Filed 2026-10-29
Boomfish Wealth Group, LLC
INCREASED
Shares1,508 from 1,443
Change+65 (+5%)
Value$394.5K (+$31.4K)
Filed 2026-10-22
Vectors Research Management, LLC
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$393.7K (+$15.0K)
Filed 2026-11-09
Wealth Preservation Advisors, LLC
NEW
Shares1,503
Change+1,503
Value$393.2K
Filed 2026-11-05
Marks Group Wealth Management, Inc
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$392.6K (+$14.9K)
Filed 2026-11-05
Strategic Planning Group, LLC
NEW
Shares1,499
Change+1,499
Value$392.3K
Filed 2026-10-22
D.B. Root & Company, LLC
INCREASED
Shares1,499 from 1,411
Change+88 (+6%)
Value$392.1K (+$37.1K)
Filed 2026-11-04
Delta Wealth Advisors LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$389.0K (+$14.8K)
Filed 2026-10-09
Global Wealth Strategies & Associates
INCREASED
Shares1,486 from 1,329
Change+157 (+12%)
Value$388.8K (+$54.4K)
Filed 2026-10-02
Conservest Capital Advisors, Inc.
INCREASED
Shares1,481 from 1,387
Change+94 (+7%)
Value$387.3K (+$38.4K)
Filed 2026-11-09
Willow Creek Wealth Management Inc.
INCREASED
Shares1,480 from 1,427
Change+53 (+4%)
Value$387.2K (+$28.1K)
Filed 2026-10-26
Intelligence Driven Advisers, LLC
INCREASED
Shares1,477 from 1,199
Change+278 (+23%)
Value$386.4K (+$84.7K)
Filed 2026-10-09
Cape Investment Advisory, Inc.
INCREASED
Shares1,476 from 1,417
Change+59 (+4%)
Value$386.1K (+$29.4K)
Filed 2026-10-13
Waystone Advisors LLC
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$370.7K ($0)
Filed 2026-10-16
AdviceOne Advisory Services, LLC
DECREASED
Shares1,472 from 1,475
Change-3 (0%)
Value$385.1K (+$14.1K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
INCREASED
Shares1,463 from 1,023
Change+440 (+43%)
Value$382.7K (+$125.3K)
Filed 2026-11-02
Tucker Asset Management LLC
DECREASED
Shares1,463 from 1,490
Change-27 (-2%)
Value$382.6K (+$7.7K)
Filed 2026-10-29
Gradient Capital Advisors, LLC
INCREASED
Shares1,462 from 1,411
Change+51 (+4%)
Value$382.5K (+$27.5K)
Filed 2026-10-21
Allegiance Financial Group Advisory Services LLC
NEW
Shares1,461
Change+1,461
Value$382.2K
Filed 2026-11-02
4Wealth Advisors, Inc.
DECREASED
Shares1,459 from 3,256
Change-1,797 (-55%)
Value$384.3K (-$443.7K)
Filed 2026-10-13
Aspen Wealth Management LLC
DECREASED
Shares1,454 from 1,456
Change-2 (0%)
Value$380.4K (+$14.0K)
Filed 2026-10-14
Maltin Wealth Management, Inc.
INCREASED
Shares1,453 from 1,449
Change+4 (+0%)
Value$380.1K (+$15.5K)
Filed 2026-10-13
Paladin Wealth, LLC
INCREASED
Shares1,452 from 844
Change+608 (+72%)
Value$379.8K (+$167.4K)
Filed 2026-10-23
Three Magnolias Financial Advisors, LLC
DECREASED
Shares1,452 from 1,515
Change-63 (-4%)
Value$379.8K (+$5.0K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares1,451 from 1,408
Change+43 (+3%)
Value$379.6K (+$25.5K)
Filed 2026-10-26
Redwood Financial Network Corp
INCREASED
Shares1,450 from 1,447
Change+3 (+0%)
Value$379.3K (+$15.1K)
Filed 2026-11-03
Fifth Third Securities, Inc.
NEW
Shares1,448
Change+1,448
Value$378.8K
Filed 2026-10-21
Payne Capital Management, LLC
INCREASED
Shares1,447 from 1,372
Change+75 (+5%)
Value$376.4K (+$31.1K)
Filed 2026-11-09
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,438 from 1,355
Change+83 (+6%)
Value$376.3K (+$35.4K)
Filed 2026-11-02
Elevated Financial Group LLC
DECREASED
Shares1,438 from 1,461
Change-23 (-2%)
Value$376.2K (+$8.5K)
Filed 2026-10-16
waypoint wealth counsel
DECREASED
Shares1,437 from 1,460
Change-23 (-2%)
Value$376.0K (+$8.5K)
Filed 2026-10-22
Farrell Financial LLC
INCREASED
Shares1,437 from 1,435
Change+2 (+0%)
Value$376.0K (+$14.9K)
Filed 2026-10-16
Accelerate Investment Advisors LLC
DECREASED
Shares1,436 from 1,717
Change-281 (-16%)
Value$375.6K (-$56.5K)
Filed 2026-11-02
Great Waters Wealth Management
DECREASED
Shares1,436 from 1,443
Change-7 (0%)
Value$375.7K (+$12.6K)
Filed 2026-10-07
Kingdom Financial Group Llc.
DECREASED
Shares1,435 from 1,821
Change-386 (-21%)
Value$375.4K (-$82.7K)
Filed 2026-11-04
Stevens Capital Partners
INCREASED
Shares1,427 from 1,024
Change+403 (+39%)
Value$373.2K (+$115.5K)
Filed 2026-10-29
Clear Wave Wealth Management LLC
INCREASED
Shares1,426 from 1,350
Change+76 (+6%)
Value$373.0K (+$33.3K)
Filed 2026-11-04
Evolution Wealth Advisors, LLC
DECREASED
Shares1,424 from 1,495
Change-71 (-5%)
Value$372.4K (-$3.8K)
Filed 2026-11-03
Eagle Wealth Advisors LLC
INCREASED
Shares1,421 from 1,315
Change+106 (+8%)
Value$371.7K (+$40.8K)
Filed 2026-10-20
Braun-Bostich & Associates Inc.
INCREASED
Shares1,421 from 1,405
Change+16 (+1%)
Value$371.7K (+$18.2K)
Filed 2026-10-20
Cabot Wealth Management Inc
INCREASED
Shares1,419 from 1,405
Change+14 (+1%)
Value$371.2K (+$17.6K)
Filed 2026-11-05
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares1,417 from 1,417
Change0 (0%)
Value$370.7K (+$14.1K)
Filed 2026-11-05
Alpha Advisors, LLC
INCREASED
Shares1,414 from 1,412
Change+2 (+0%)
Value$369.9K (+$14.6K)
Filed 2026-10-19
Trace Wealth Advisors, LLC
DECREASED
Shares1,413 from 1,575
Change-162 (-10%)
Value$369.6K (-$26.7K)
Filed 2026-10-30
HFR Wealth Management, LLC
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$369.6K (+$14.1K)
Filed 2026-11-09
Kwmg, LLC
INCREASED
Shares1,409 from 1,397
Change+12 (+1%)
Value$368.6K (+$17.0K)
Filed 2026-10-07
Websterrogers Financial Advisors, LLC
DECREASED
Shares1,408 from 1,433
Change-25 (-2%)
Value$368.3K (+$7.5K)
Filed 2026-11-02
Teza Capital Management LLC
DECREASED
Shares1,407 from 1,583
Change-176 (-11%)
Value$368.1K (-$30.3K)
Filed 2026-10-23
Invariant Investment Management
INCREASED
Shares1,406 from 1,396
Change+10 (+1%)
Value$369.5K (+$13.8K)
Filed 2026-10-08
FWG Investments, Llc.
INCREASED
Shares1,405 from 1,392
Change+13 (+1%)
Value$367.5K (+$17.1K)
Filed 2026-11-03
Burton Enright Welch
DECREASED
Shares1,403 from 1,452
Change-49 (-3%)
Value$367.0K (+$1.6K)
Filed 2026-11-04
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares1,396 from 1,395
Change+1 (+0%)
Value$365.1K (+$14.2K)
Filed 2026-10-14
Louisbourg Investments Inc.
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$364.9K (+$13.9K)
Filed 2026-10-20
Sage Financial Management Group, Inc.
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$364.4K (+$13.9K)
Filed 2026-11-06
Benin Management Corp
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$362.3K (+$13.8K)
Filed 2026-10-22
Prospera Capital Management, LLC
NEW
Shares1,384
Change+1,384
Value$362.0K
Filed 2026-10-19
Seven Hills Financial, LLC
NEW
Shares1,381
Change+1,381
Value$361.4K
Filed 2026-10-13
Arlington Capital Management Inc
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$361.0K (+$13.7K)
Filed 2026-10-30
Sutton Place Investors LLC
INCREASED
Shares1,379 from 1,191
Change+188 (+16%)
Value$360.7K (+$61.0K)
Filed 2026-10-20
4J Wealth Management LLC
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$360.2K (+$13.7K)
Filed 2026-11-02
Vilga Financial Planning LLC
INCREASED
Shares1,376 from 1,321
Change+55 (+4%)
Value$359.9K (+$27.5K)
Filed 2026-10-09
Prota Financial, LLC
DECREASED
Shares1,376 from 1,398
Change-22 (-2%)
Value$357.7K (+$6.7K)
Filed 2026-10-08
Sterling Financial Planning, Inc.
DECREASED
Shares1,370 from 1,389
Change-19 (-1%)
Value$358.4K (+$8.9K)
Filed 2026-10-28
Pincus Capital Management, LP
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$357.9K (+$13.6K)
Filed 2026-11-09
Garner Asset Management Corp
DECREASED
Shares1,365 from 1,384
Change-19 (-1%)
Value$391.4K (+$43.2K)
Filed 2026-10-30
Redw Wealth LLC
INCREASED
Shares1,364 from 1,362
Change+2 (+0%)
Value$356.8K (+$14.1K)
Filed 2026-11-02
Wolverine Asset Management LLC
NEW
Shares1,360
Change+1,360
Value$355.8K
Filed 2026-11-02
Cpwa, LLC
INCREASED
Shares1,351 from 1,349
Change+2 (+0%)
Value$379.7K (+$40.2K)
Filed 2026-11-04
Genesis Private Wealth, LLC
DECREASED
Shares1,348 from 2,224
Change-876 (-39%)
Value$352.5K (-$207.0K)
Filed 2026-11-02
Dala Group, LLC
INCREASED
Shares1,348 from 1,338
Change+10 (+1%)
Value$352.6K (+$15.9K)
Filed 2026-10-29
Granville Capital, Inc.
INCREASED
Shares1,345 from 1,192
Change+153 (+13%)
Value$351.8K (+$51.8K)
Filed 2026-11-05
Laraway Financial Advisors Inc
DECREASED
Shares1,343 from 1,491
Change-148 (-10%)
Value$351.3K (-$23.8K)
Filed 2026-11-09
SBK Financial, Inc.
DECREASED
Shares1,342 from 1,389
Change-47 (-3%)
Value$351.1K (+$1.5K)
Filed 2026-11-02
Howard Bailey Securities, LLC
DECREASED
Shares1,341 from 1,407
Change-66 (-5%)
Value$350.8K (-$3.3K)
Filed 2026-10-27
Long Island Wealth Management, Inc.
INCREASED
Shares1,340 from 1,184
Change+156 (+13%)
Value$350.6K (+$52.6K)
Filed 2026-10-20
Members Wealth LLC
INCREASED
Shares1,337 from 1,177
Change+160 (+14%)
Value$362.8K (+$66.5K)
Filed 2026-10-20
Capstone Wealth Management, LLC
INCREASED
Shares1,336 from 1,330
Change+6 (+0%)
Value$349.6K (+$14.8K)
Filed 2026-11-02
Argent Capital Management LLC
DECREASED
Shares1,335 from 1,685
Change-350 (-21%)
Value$349.2K (-$74.8K)
Filed 2026-10-05
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$335.9K ($0)
Filed 2026-11-03
Retirement Income Solutions, Inc
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$349.0K (+$13.3K)
Filed 2026-11-10
Country Trust Bank
DECREASED
Shares1,332 from 1,355
Change-23 (-2%)
Value$348.4K (+$7.5K)
Filed 2026-10-30
Foundation Wealth Management, LLC
INCREASED
Shares1,331 from 1,124
Change+207 (+18%)
Value$348.3K (+$65.5K)
Filed 2026-10-22
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$347.3K (+$13.2K)
Filed 2026-10-14
Alta Capital Management LLC/
INCREASED
Shares1,326 from 1,261
Change+65 (+5%)
Value$346.9K (+$29.6K)
Filed 2026-10-26
Canton Hathaway, LLC
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$346.9K (+$13.2K)
Filed 2026-10-23
Centennial Bank
DECREASED
Shares1,320 from 1,481
Change-161 (-11%)
Value$345.3K (-$27.4K)
Filed 2026-11-09
Cypress Financial Planning LLC
INCREASED
Shares1,320 from 1,318
Change+2 (+0%)
Value$345.4K (+$13.8K)
Filed 2026-10-09
Archvest Wealth Advisors, Inc.
INCREASED
Shares1,317 from 1,273
Change+44 (+3%)
Value$344.6K (+$24.4K)
Filed 2026-10-29
Partners in Financial Planning
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$344.5K (+$13.1K)
Filed 2026-11-06
Selective Wealth Management, Inc.
INCREASED
Shares1,315 from 857
Change+458 (+53%)
Value$372.7K (+$154.7K)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares1,314 from 1,288
Change+26 (+2%)
Value$343.7K (+$19.6K)
Filed 2026-10-13
White Pine Investment Co
DECREASED
Shares1,312 from 1,315
Change-3 (0%)
Value$343.0K (+$12.0K)
Filed 2026-10-15
Weaver Consulting Group
INCREASED
Shares1,311 from 1,228
Change+83 (+7%)
Value$343.0K (+$33.9K)
Filed 2026-10-07
Kennon-Green & Company, LLC
DECREASED
Shares1,311 from 1,351
Change-40 (-3%)
Value$342.9K (+$3.0K)
Filed 2026-10-05
Proathlete Wealth Management LLC
INCREASED
Shares1,310 from 984
Change+326 (+33%)
Value$342.8K (+$95.1K)
Filed 2026-10-15
jvl associates llc
INCREASED
Shares1,310 from 1,180
Change+130 (+11%)
Value$342.7K (+$45.7K)
Filed 2026-10-09
Cannon Advisors, Inc.
DECREASED
Shares1,310 from 1,343
Change-33 (-2%)
Value$359.4K (+$30.7K)
Filed 2026-10-14
Insight Inv LLC
DECREASED
Shares1,310 from 1,328
Change-18 (-1%)
Value$342.7K (+$8.5K)
Filed 2026-10-27
Baron Financial Group, LLC
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$342.4K (+$13.0K)
Filed 2026-10-09
Ballast Rock Private Wealth LLC
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$342.1K (+$13.0K)
Filed 2026-10-26
Petros Family Wealth, LLC
INCREASED
Shares1,307 from 1,295
Change+12 (+1%)
Value$341.9K (+$16.0K)
Filed 2026-10-28
Barnes Wealth Management Group, Inc
DECREASED
Shares1,305 from 1,355
Change-50 (-4%)
Value$341.3K (+$210)
Filed 2026-11-09
Daviman Financial, LLC
DECREASED
Shares1,299 from 1,327
Change-28 (-2%)
Value$339.9K (+$5.8K)
Filed 2026-11-06
Wernau Asset Management Inc.
INCREASED
Shares1,298 from 1,283
Change+15 (+1%)
Value$339.5K (+$16.7K)
Filed 2026-10-19
Roberts Wealth Advisors, LLC
INCREASED
Shares1,297 from 1,294
Change+3 (+0%)
Value$339.3K (+$13.7K)
Filed 2026-10-14
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$338.8K (+$12.9K)
Filed 2026-11-03
Towne Trust Company, N.a
INCREASED
Shares1,293 from 1,193
Change+100 (+8%)
Value$338.2K (+$38.0K)
Filed 2026-10-28
Barings LLC
NEW
Shares1,291
Change+1,291
Value$337.7K
Filed 2026-10-22
Outlook Wealth Advisors, LLC
DECREASED
Shares1,291 from 1,301
Change-10 (-1%)
Value$337.7K (+$10.3K)
Filed 2026-10-28
Centerpoint Advisors, LLC
INCREASED
Shares1,290 from 1,182
Change+108 (+9%)
Value$337.0K (+$40.0K)
Filed 2026-11-05
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares1,287 from 1,236
Change+51 (+4%)
Value$336.8K (+$25.7K)
Filed 2026-10-26
Formulate Financial LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$336.7K (+$12.8K)
Filed 2026-11-09
SLT Holdings LLC
DECREASED
Shares1,285 from 4,609
Change-3,324 (-72%)
Value$336.1K (-$823.7K)
Filed 2026-10-15
Wealth Quarterback LLC
INCREASED
Shares1,284 from 1,261
Change+23 (+2%)
Value$335.8K (+$18.4K)
Filed 2026-10-20
Johnson Wealth Management, LLC
DECREASED
Shares1,282 from 1,294
Change-12 (-1%)
Value$335.4K (+$9.7K)
Filed 2026-11-09
Mcrae Capital Management Inc
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$333.5K (+$12.7K)
Filed 2026-10-15
Francis Financial, Inc.
INCREASED
Shares1,274 from 1,119
Change+155 (+14%)
Value$333.3K (+$51.7K)
Filed 2026-11-09
Leeward Financial Partners, LLC
UNCHANGED
Shares1,271 from 1,271
Change0 (0%)
Value$332.5K (+$12.6K)
Filed 2026-10-23
Friedenthal Financial
INCREASED
Shares1,270 from 1,261
Change+9 (+1%)
Value$332.2K (+$14.8K)
Filed 2026-10-27
Costello Asset Management, Inc
INCREASED
Shares1,270 from 1,269
Change+1 (+0%)
Value$332.1K (+$12.8K)
Filed 2026-10-30
Kercheville Advisors, LLC
DECREASED
Shares1,269 from 1,416
Change-147 (-10%)
Value$331.8K (-$24.6K)
Filed 2026-10-19
Eagle Wealth Strategies LLC
INCREASED
Shares1,264 from 1,242
Change+22 (+2%)
Value$330.6K (+$18.0K)
Filed 2026-10-20
SilverOak Wealth Management LLC
DECREASED
Shares1,264 from 1,274
Change-10 (-1%)
Value$330.7K (+$10.1K)
Filed 2026-10-29
Whitegate Investment Counselors, Inc.
INCREASED
Shares1,262 from 1,261
Change+1 (+0%)
Value$330.1K (+$12.7K)
Filed 2026-11-02
Market Street Wealth Management Advisors LLC
INCREASED
Shares1,258 from 1,131
Change+127 (+11%)
Value$329.1K (+$44.5K)
Filed 2026-10-09
Heritage OAK Wealth Advisors LLC
DECREASED
Shares1,258 from 1,365
Change-107 (-8%)
Value$329.2K (-$14.4K)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
DECREASED
Shares1,258 from 1,264
Change-6 (0%)
Value$329.1K (+$11.0K)
Filed 2026-10-19
SeedSafe Financial LLC
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$328.6K (+$12.5K)
Filed 2026-11-02
Smart Wealth LLC
INCREASED
Shares1,255 from 1,180
Change+75 (+6%)
Value$328.3K (+$31.4K)
Filed 2026-11-04
Kirr Marbach & Co LLC
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$328.3K (+$12.5K)
Filed 2026-10-20
Steph & Co
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$327.0K (+$12.4K)
Filed 2026-10-07
New England Professional Planning Group Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$327.0K (+$12.4K)
Filed 2026-10-29
Compass Financial Services Inc
INCREASED
Shares1,249 from 1,242
Change+7 (+1%)
Value$326.8K (+$14.3K)
Filed 2026-11-06
Bridgewealth Advisory Group, LLC
INCREASED
Shares1,248 from 1,176
Change+72 (+6%)
Value$326.5K (+$30.6K)
Filed 2026-11-09
Bluedoor Private Wealth, LLC
INCREASED
Shares1,247 from 1,143
Change+104 (+9%)
Value$326.2K (+$38.7K)
Filed 2026-11-05
Sard Wealth Management Group, LLC
INCREASED
Shares1,243 from 1,231
Change+12 (+1%)
Value$325.0K (+$15.2K)
Filed 2026-10-16
Purus Wealth Management, LLC
DECREASED
Shares1,240 from 1,247
Change-7 (-1%)
Value$324.4K (+$10.5K)
Filed 2026-10-15
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,237 from 1,427
Change-190 (-13%)
Value$323.6K (-$35.4K)
Filed 2026-10-26
Emprise Bank
DECREASED
Shares1,237 from 1,373
Change-136 (-10%)
Value$323.6K (-$21.9K)
Filed 2026-10-07
Powers Advisory Group, LLC
INCREASED
Shares1,236 from 1,206
Change+30 (+2%)
Value$323.4K (+$19.8K)
Filed 2026-10-14
Chronos Wealth Management, LLC
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$323.3K (+$12.3K)
Filed 2026-10-20
Western Financial Corp
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$323.1K (+$12.4K)
Filed 2026-10-14
Robinson Smith Wealth Advisors LLC
INCREASED
Shares1,234 from 1,145
Change+89 (+8%)
Value$322.8K (+$34.7K)
Filed 2026-10-22
NIA Impact Advisors, LLC
DECREASED
Shares1,232 from 1,251
Change-19 (-2%)
Value$322.3K (+$7.6K)
Filed 2026-11-04
Mountain Capital Investment Advisors Inc.
INCREASED
Shares1,230 from 1,214
Change+16 (+1%)
Value$321.7K (+$16.2K)
Filed 2026-11-06
Tortoise Investment Management, LLC
INCREASED
Shares1,229 from 1,128
Change+101 (+9%)
Value$321.5K (+$37.5K)
Filed 2026-11-06
Key Capital Management, Inc
INCREASED
Shares1,228 from 283
Change+945 (+334%)
Value$344.3K (+$273.0K)
Filed 2026-11-03
NBZ Investment Advisors LLC
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$321.2K (+$12.2K)
Filed 2026-10-30
Palatine Hill Wealth Management, LLC
INCREASED
Shares1,225 from 1,207
Change+18 (+1%)
Value$320.4K (+$16.7K)
Filed 2026-11-03
Carmel Capital Partners, LLC
INCREASED
Shares1,225 from 1,210
Change+15 (+1%)
Value$320.4K (+$16.0K)
Filed 2026-11-03
Intentional Wealth Strategies, LLC
INCREASED
Shares1,225 from 1,218
Change+7 (+1%)
Value$320.4K (+$14.0K)
Filed 2026-11-09
Pioneer Family Office, LLC
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$319.4K (+$12.1K)
Filed 2026-10-30
J.M. Arbour, LLC
DECREASED
Shares1,220 from 1,611
Change-391 (-24%)
Value$319.1K (-$86.3K)
Filed 2026-11-05
Southern Capital Advisors, LLC
INCREASED
Shares1,213 from 1,211
Change+2 (+0%)
Value$317.3K (+$12.5K)
Filed 2026-10-26
DecisionMap Wealth Management, LLC
INCREASED
Shares1,207 from 1,170
Change+37 (+3%)
Value$315.7K (+$21.3K)
Filed 2026-10-29
Carolina Wealth Management Inc
NEW
Shares1,206
Change+1,206
Value$315.5K
Filed 2026-10-29
5th Street Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$313.9K (+$11.9K)
Filed 2026-11-04
Mainsail Asset Management, LLC
DECREASED
Shares1,199 from 1,512
Change-313 (-21%)
Value$319.8K (-$65.1K)
Filed 2026-10-14
Advisory Resource Group
INCREASED
Shares1,199 from 1,136
Change+63 (+6%)
Value$313.5K (+$27.6K)
Filed 2026-10-26
Pillar Financial Advisors, LLC
INCREASED
Shares1,198 from 600
Change+598 (+100%)
Value$313.4K (+$162.4K)
Filed 2026-10-21
Castle Rock Wealth Management, LLC
DECREASED
Shares1,198 from 1,515
Change-317 (-21%)
Value$319.6K (-$60.7K)
Filed 2026-10-09
Fulcrum Equity Management
DECREASED
Shares1,196 from 1,283
Change-87 (-7%)
Value$312.8K (-$10.0K)
Filed 2026-10-21
21 West Wealth Management LLC
DECREASED
Shares1,192 from 1,260
Change-68 (-5%)
Value$311.8K (-$5.3K)
Filed 2026-10-13
James T. Borello RIA
INCREASED
Shares1,192 from 1,152
Change+40 (+3%)
Value$311.8K (+$21.9K)
Filed 2026-10-16
Encompass More Asset Management
INCREASED
Shares1,187 from 1,118
Change+69 (+6%)
Value$310.4K (+$29.0K)
Filed 2026-10-16
Seros Financial, LLC
INCREASED
Shares1,184 from 1,137
Change+47 (+4%)
Value$309.7K (+$23.6K)
Filed 2026-10-21
Gainline Financial Partners, LLC
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$309.8K (+$11.8K)
Filed 2026-10-15
Able Wealth Management LLC
DECREASED
Shares1,180 from 1,317
Change-137 (-10%)
Value$313.5K (-$18.0K)
Filed 2026-10-13
BKM Wealth Management, LLC
UNCHANGED
Shares1,180 from 1,180
Change0 (0%)
Value$308.7K (+$11.7K)
Filed 2026-10-22
Sensible Money, LLC
INCREASED
Shares1,177 from 945
Change+232 (+25%)
Value$307.8K (+$70.1K)
Filed 2026-10-20
Helium Advisors LLC
INCREASED
Shares1,176 from 1,168
Change+8 (+1%)
Value$307.6K (+$13.6K)
Filed 2026-10-23
Elite Life Management LLC
INCREASED
Shares1,173 from 1,157
Change+16 (+1%)
Value$338.1K (+$53.3K)
Filed 2026-11-06
Traub Capital Management LLC
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$305.8K (+$11.6K)
Filed 2026-11-09
Wealthcare Capital Partners, LLC
DECREASED
Shares1,168 from 1,184
Change-16 (-1%)
Value$305.6K (+$7.7K)
Filed 2026-10-21
Objective Capital Management, LLC
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$304.0K (+$11.6K)
Filed 2026-10-13
Financial Harvest, LLC
DECREASED
Shares1,161 from 1,270
Change-109 (-9%)
Value$303.7K (-$15.9K)
Filed 2026-10-15
LVZ, Inc.
INCREASED
Shares1,160 from 1,151
Change+9 (+1%)
Value$303.5K (+$13.8K)
Filed 2026-10-20
Pacific Sage Partners, LLC
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$302.9K (+$11.5K)
Filed 2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares1,154 from 1,153
Change+1 (+0%)
Value$301.8K (+$11.6K)
Filed 2026-10-28
OAK Ridge Investments LLC
INCREASED
Shares1,150 from 926
Change+224 (+24%)
Value$300.8K (+$67.8K)
Filed 2026-10-30
Cornerstone Wealth, LLC
INCREASED
Shares1,144 from 1,037
Change+107 (+10%)
Value$326.8K (+$73.6K)
Filed 2026-10-28
Andrews Advisory Associates, LLC
INCREASED
Shares1,143 from 1,138
Change+5 (+0%)
Value$298.9K (+$12.4K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares1,140 from 1,121
Change+19 (+2%)
Value$298.1K (+$16.0K)
Filed 2026-10-14
Horizon Advisory Services, Inc.
INCREASED
Shares1,139 from 1,077
Change+62 (+6%)
Value$298.0K (+$26.9K)
Filed 2026-10-29
Greenwood Gearhart LLC
DECREASED
Shares1,136 from 1,277
Change-141 (-11%)
Value$297.2K (-$24.2K)
Filed 2026-11-02
Bullock Wealth Management Group
DECREASED
Shares1,135 from 1,239
Change-104 (-8%)
Value$295.1K (-$16.0K)
Filed 2026-10-09
AG Asset Advisory, LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$295.6K (+$11.2K)
Filed 2026-11-06
LightSquare Wealth Management, LLC
INCREASED
Shares1,126 from 1,077
Change+49 (+5%)
Value$294.6K (+$23.5K)
Filed 2026-11-03
Allen Wealth Management, LLC
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$294.3K (+$11.2K)
Filed 2026-10-29
Fermata Advisors, LLC
INCREASED
Shares1,124 from 909
Change+215 (+24%)
Value$294.0K (+$65.4K)
Filed 2026-10-13
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,122 from 1,122
Change0 (0%)
Value$293.6K (+$11.2K)
Filed 2026-10-14
Mainsail Financial Group, LLC
DECREASED
Shares1,118 from 1,240
Change-122 (-10%)
Value$292.5K (-$19.6K)
Filed 2026-10-23
Heritage Wealth Management, Inc. s
INCREASED
Shares1,118 from 1,108
Change+10 (+1%)
Value$292.5K (+$13.6K)
Filed 2026-11-06
Nearside Advisors, LLC
NEW
Shares1,117
Change+1,117
Value$292.2K
Filed 2026-10-20
Heartwood Wealth Advisors LLC
INCREASED
Shares1,116 from 1,048
Change+68 (+6%)
Value$291.9K (+$28.2K)
Filed 2026-10-05
Evexia Wealth LLC
INCREASED
Shares1,116 from 1,108
Change+8 (+1%)
Value$319.9K (+$48.3K)
Filed 2026-11-05
Advisors Management Group Inc
INCREASED
Shares1,112 from 798
Change+314 (+39%)
Value$291.0K (+$91.0K)
Filed 2026-11-05
Solstein Capital, LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$290.4K (+$11.0K)
Filed 2026-11-02
Lotus Asset Management LLC
NEW
Shares1,108
Change+1,108
Value$289.8K
Filed 2026-10-14
Holos Integrated Wealth LLC
INCREASED
Shares1,107 from 904
Change+203 (+22%)
Value$312.9K (+$82.7K)
Filed 2026-10-23
Pacific Park Financial, Inc.
DECREASED
Shares1,106 from 1,110
Change-4 (0%)
Value$289.3K (+$10.0K)
Filed 2026-10-13
Citrine Capital LLC
INCREASED
Shares1,105 from 1,075
Change+30 (+3%)
Value$289.1K (+$18.5K)
Filed 2026-10-14
Lakewood Asset Management LLC
INCREASED
Shares1,105 from 1,089
Change+16 (+1%)
Value$289.0K (+$15.0K)
Filed 2026-10-26
Foronjy Financial LLC
DECREASED
Shares1,103 from 1,232
Change-129 (-10%)
Value$288.6K (-$21.4K)
Filed 2026-10-14
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$287.7K (+$10.9K)
Filed 2026-11-06
Mainstay Capital Management LLC
DECREASED
Shares1,099 from 1,299
Change-200 (-15%)
Value$287.5K (-$39.4K)
Filed 2026-11-09
Absolute Capital Management, LLC
NEW
Shares1,098
Change+1,098
Value$287.3K
Filed 2026-10-16
Eaton-Cambridge Inc.
INCREASED
Shares1,098 from 1,050
Change+48 (+5%)
Value$287.2K (+$23.0K)
Filed 2026-11-10
Worthington Financial Partners, LLC
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$286.7K (+$10.9K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares1,095 from 1,370
Change-275 (-20%)
Value$286.4K (-$57.4K)
Filed 2026-11-02
Master's Wealth Management Inc.
DECREASED
Shares1,094 from 1,099
Change-5 (0%)
Value$286.1K (+$9.4K)
Filed 2026-10-22
Councilor Wealth, LLC
DECREASED
Shares1,091 from 1,185
Change-94 (-8%)
Value$285.6K (-$12.8K)
Filed 2026-10-09
Redwood Family Wealth LLC
DECREASED
Shares1,091 from 1,094
Change-3 (0%)
Value$285.5K (+$10.0K)
Filed 2026-10-20
Riverwater Partners LLC
INCREASED
Shares1,090 from 1,039
Change+51 (+5%)
Value$285.1K (+$23.7K)
Filed 2026-11-03
Evergreen Private Wealth LLC
INCREASED
Shares1,090 from 1,055
Change+35 (+3%)
Value$285.2K (+$19.7K)
Filed 2026-10-30
Belleair Asset Management, LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$283.3K (+$10.8K)
Filed 2026-11-03
Terril Brothers, Inc.
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$283.0K (+$10.8K)
Filed 2026-11-06
Virtue Asset Management LLC
DECREASED
Shares1,081 from 1,091
Change-10 (-1%)
Value$282.8K (+$8.2K)
Filed 2026-10-21
N10 Wealth, LLC
NEW
Shares1,080
Change+1,080
Value$282.5K
Filed 2026-10-14
Wiser Wealth Management, Inc
INCREASED
Shares1,078 from 1,000
Change+78 (+8%)
Value$282.0K (+$30.4K)
Filed 2026-10-14
Drum Hill Capital, LLC
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$281.7K (+$10.7K)
Filed 2026-10-20
WMG Financial Advisors, LLC
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$270.8K ($0)
Filed 2026-10-28
Midwest Financial Group LLC
INCREASED
Shares1,075 from 1,074
Change+1 (+0%)
Value$281.2K (+$11.1K)
Filed 2026-10-15
Smith & Howard Wealth Management, LLC
INCREASED
Shares1,072 from 937
Change+135 (+14%)
Value$280.5K (+$44.8K)
Filed 2026-10-27
Hutchinson Capital Management
INCREASED
Shares1,071 from 842
Change+229 (+27%)
Value$280.3K (+$68.3K)
Filed 2026-11-09
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares1,069 from 1,069
Change0 (0%)
Value$279.6K (+$10.6K)
Filed 2026-10-28
Capital Square, LLC
INCREASED
Shares1,066 from 1,056
Change+10 (+1%)
Value$279.1K (+$17.0K)
Filed 2026-10-19
Entrust Financial LLC
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$278.8K (+$10.6K)
Filed 2026-11-04
Storen Legacy Partners, LLC
DECREASED
Shares1,062 from 1,119
Change-57 (-5%)
Value$277.8K (-$3.8K)
Filed 2026-11-09
Howard Wealth Management, LLC
DECREASED
Shares1,062 from 1,064
Change-2 (0%)
Value$278.0K (+$10.1K)
Filed 2026-10-28
Marotta Asset Management
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$277.3K (+$11.2K)
Filed 2026-10-02
Sound Financial Strategies Group, LLC
INCREASED
Shares1,059 from 884
Change+175 (+20%)
Value$277.0K (+$54.6K)
Filed 2026-10-30
Shelter Rock Management, LLC
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$275.4K (+$9.2K)
Filed 2026-10-09
Catalyst Investment Management LLC
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$276.8K (+$10.5K)
Filed 2026-10-21
Harbor Group, Inc.
DECREASED
Shares1,055 from 1,276
Change-221 (-17%)
Value$276.1K (-$44.9K)
Filed 2026-10-14
Squire Investment Management Company, LLC
DECREASED
Shares1,055 from 1,057
Change-2 (0%)
Value$276.0K (+$9.9K)
Filed 2026-11-03
Hoge Financial Services, LLC
INCREASED
Shares1,054 from 1,038
Change+16 (+2%)
Value$275.6K (+$14.5K)
Filed 2026-11-05
WealthSpring Partners, LLC
DECREASED
Shares1,053 from 1,093
Change-40 (-4%)
Value$275.4K (+$189)
Filed 2026-10-14
Riggs Asset Managment Co. Inc.
INCREASED
Shares1,052 from 1,026
Change+26 (+3%)
Value$275.2K (+$17.0K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,050 from 1,070
Change-20 (-2%)
Value$274.7K (+$5.4K)
Filed 2026-10-16
Fiduciary Financial Group, LLC
INCREASED
Shares1,049 from 995
Change+54 (+5%)
Value$274.3K (+$24.1K)
Filed 2026-10-13
Trinity Financial Advisors LLC
DECREASED
Shares1,049 from 1,071
Change-22 (-2%)
Value$274.4K (+$5.0K)
Filed 2026-10-09
Wescott Financial Advisory Group, LLC
INCREASED
Shares1,048 from 811
Change+237 (+29%)
Value$274.1K (+$70.1K)
Filed 2026-11-09
Keystone Financial Group, Inc.
INCREASED
Shares1,048 from 1,045
Change+3 (+0%)
Value$274.1K (+$11.2K)
Filed 2026-10-13
New Perspectives, Inc
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$272.2K (+$10.4K)
Filed 2026-10-14
marrick wealth, LLC
INCREASED
Shares1,037 from 1,028
Change+9 (+1%)
Value$271.3K (+$12.6K)
Filed 2026-10-20
Barry Investment Advisors, LLC
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$271.1K (+$10.4K)
Filed 2026-10-14
Kinetic Wealth Investment Advisors LLC
DECREASED
Shares1,033 from 1,184
Change-151 (-13%)
Value$270.1K (-$27.9K)
Filed 2026-11-10
DeLarme Wealth Management, Inc.
NEW
Shares1,031
Change+1,031
Value$269.7K
Filed 2026-10-30
Willis Investment Counsel
INCREASED
Shares1,031 from 1,024
Change+7 (+1%)
Value$269.7K (+$12.0K)
Filed 2026-10-20
Shepherd Street Advisors LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$283.9K (+$33.2K)
Filed 2026-10-21
Verisail Partners, LLC
DECREASED
Shares1,026 from 1,202
Change-176 (-15%)
Value$268.4K (-$34.1K)
Filed 2026-10-19
Capital Management Corp
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$268.4K (+$10.2K)
Filed 2026-10-29
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares1,023 from 1,530
Change-507 (-33%)
Value$268.0K (-$117.0K)
Filed 2026-11-04
Mills Wealth Advisors LLC
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$267.6K (+$10.2K)
Filed 2026-10-22
Tower Trust & Investment Co
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$266.8K (+$10.1K)
Filed 2026-10-28
Yoffe Investment Management, LLC
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$266.3K (+$10.1K)
Filed 2026-11-02
Atlas Wealth Partners, LLC
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$266.3K (+$10.1K)
Filed 2026-11-03
Lincoln Capital LLC
DECREASED
Shares1,015 from 1,047
Change-32 (-3%)
Value$265.7K (+$2.2K)
Filed 2026-10-09
Virtus Advisers, LLC
DECREASED
Shares1,012 from 1,056
Change-44 (-4%)
Value$264.7K (-$1.0K)
Filed 2026-11-09
Planning Strategies Inc.
INCREASED
Shares1,010 from 1,001
Change+9 (+1%)
Value$264.2K (+$12.3K)
Filed 2026-10-02
BNC Wealth Management, LLC
DECREASED
Shares1,008 from 1,055
Change-47 (-4%)
Value$263.7K (-$1.7K)
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares1,008 from 985
Change+23 (+2%)
Value$263.8K (+$16.0K)
Filed 2026-10-16
Legacy Wealth Management, LLC / MS
DECREASED
Shares1,008 from 1,014
Change-6 (-1%)
Value$263.7K (+$8.7K)
Filed 2026-10-30
University of Texas S AM Investment Management Co
DECREASED
Shares1,006 from 1,204
Change-198 (-16%)
Value$263.2K (-$39.8K)
Filed 2026-11-03
Retirement Guys Formula LLC
DECREASED
Shares1,004 from 1,061
Change-57 (-5%)
Value$262.7K (-$4.2K)
Filed 2026-10-26
RMG Wealth Management LLC
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$284.6K (+$35.7K)
Filed 2026-10-26
Artesa Financial Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$261.6K (+$10.0K)
Filed 2026-10-29
Astra Wealth Partners LLC
INCREASED
Shares996 from 932
Change+64 (+7%)
Value$260.5K (+$26.0K)
Filed 2026-11-06
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$260.5K (+$9.9K)
Filed 2026-10-16
Tactive Advisors, LLC
NEW
Shares993
Change+993
Value$259.8K
Filed 2026-10-08
Capstone Wealth Management Group, LLC
DECREASED
Shares993 from 2,545
Change-1,552 (-61%)
Value$229.8K (-$410.6K)
Filed 2026-11-05
Security National Bank
DECREASED
Shares993 from 1,182
Change-189 (-16%)
Value$259.8K (-$37.7K)
Filed 2026-10-26
Ares Financial Consulting, LLC
INCREASED
Shares993 from 980
Change+13 (+1%)
Value$259.8K (+$13.3K)
Filed 2026-10-19
Compass Planning Associates Inc
NEW
Shares991
Change+991
Value$259.2K
Filed 2026-10-13
WBI Investments, LLC
DECREASED
Shares991 from 993
Change-2 (0%)
Value$259.3K (+$9.3K)
Filed 2026-11-05
Gray Private Wealth, LLC
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$259.2K (+$9.9K)
Filed 2026-10-28
Box Hill Private Wealth LLC
DECREASED
Shares990 from 993
Change-3 (0%)
Value$258.8K (+$8.9K)
Filed 2026-10-05
Fairman Group, LLC
INCREASED
Shares987 from 986
Change+1 (+0%)
Value$258.2K (+$9.9K)
Filed 2026-10-26
Charter Capital Management, Llc\de
INCREASED
Shares987 from 986
Change+1 (+0%)
Value$258.1K (+$10.1K)
Filed 2026-10-28
KG Capital Management
NEW
Shares986
Change+986
Value$257.9K
Filed 2026-10-15
Midwest Financial Partners Investments, Inc.
DECREASED
Shares986 from 1,136
Change-150 (-13%)
Value$257.9K (-$27.9K)
Filed 2026-10-08
Kaydan Wealth Management, Inc.
DECREASED
Shares985 from 1,177
Change-192 (-16%)
Value$257.9K (-$38.4K)
Filed 2026-10-08
Elevation Wealth Management LLC
INCREASED
Shares984 from 893
Change+91 (+10%)
Value$257.4K (+$32.7K)
Filed 2026-11-02
Morling Financial Advisors, LLC
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$257.4K (+$9.8K)
Filed 2026-10-28
Peak Financial Management, Inc.
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$256.7K (+$9.8K)
Filed 2026-10-16
Buckhead Capital Management LLC
NEW
Shares979
Change+979
Value$256.1K
Filed 2026-11-03
Bull Harbor Capital LLC
INCREASED
Shares978 from 897
Change+81 (+9%)
Value$255.8K (+$30.1K)
Filed 2026-11-10
Quaker Wealth Management, LLC
INCREASED
Shares976 from 969
Change+7 (+1%)
Value$255.2K (+$11.3K)
Filed 2026-10-22
Hickory Point Bank & Trust
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$254.8K (+$9.7K)
Filed 2026-10-01
Cairn Investment Group, Inc.
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$255.0K (+$10.0K)
Filed 2026-11-04
Park Capital Management, LLC / WI
DECREASED
Shares971 from 1,046
Change-75 (-7%)
Value$254.1K (-$9.0K)
Filed 2026-10-13
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$254.0K (+$9.7K)
Filed 2026-10-16
Martel Wealth Advisors LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$253.0K (+$9.6K)
Filed 2026-10-14
Yoder Wealth Management, Inc.
INCREASED
Shares965 from 960
Change+5 (+1%)
Value$252.4K (+$10.9K)
Filed 2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$251.9K (+$9.6K)
Filed 2026-10-15
PMG Family Office LLC
INCREASED
Shares960 from 938
Change+22 (+2%)
Value$251.1K (+$15.1K)
Filed 2026-10-19
Intergy Private Wealth, LLC
INCREASED
Shares956 from 861
Change+95 (+11%)
Value$250.1K (+$33.4K)
Filed 2026-10-16
Firestone Capital Management
DECREASED
Shares955 from 973
Change-18 (-2%)
Value$249.8K (+$5.0K)
Filed 2026-11-03
Idaho Trust Co
INCREASED
Shares954 from 927
Change+27 (+3%)
Value$249.5K (+$16.3K)
Filed 2026-11-04
First Financial Group Corp
INCREASED
Shares954 from 946
Change+8 (+1%)
Value$249.7K (+$11.4K)
Filed 2026-10-22
High Probability Advisors, LLC
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$249.6K (+$9.5K)
Filed 2026-10-19
Tableaux LLC
NEW
Shares952
Change+952
Value$249.0K
Filed 2026-10-23
RBA Wealth Management, LLC
NEW
Shares949
Change+949
Value$248.2K
Filed 2026-10-28
Wealthedge Investment Advisors, LLC
INCREASED
Shares949 from 944
Change+5 (+1%)
Value$248.5K (+$10.7K)
Filed 2026-11-10
Milestone Asset Management Group, LLC
NEW
Shares948
Change+948
Value$247.9K
Filed 2026-10-20
Prospect Financial Group LLC
DECREASED
Shares948 from 1,139
Change-191 (-17%)
Value$248.0K (-$38.6K)
Filed 2026-11-05
Foundation Wealth Management, Llc\pa
INCREASED
Shares948 from 925
Change+23 (+2%)
Value$248.0K (+$15.2K)
Filed 2026-10-14
Broadway Wealth Solutions, Inc.
DECREASED
Shares945 from 971
Change-26 (-3%)
Value$247.2K (+$2.9K)
Filed 2026-10-21
MMA Asset Management LLC
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$246.9K (+$9.4K)
Filed 2026-11-02
Theory Financial LLC
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$247.0K (+$9.4K)
Filed 2026-11-09
TSA Wealth Managment LLC
INCREASED
Shares942 from 926
Change+16 (+2%)
Value$246.4K (+$13.4K)
Filed 2026-10-22
Stewardship Advisors, LLC
INCREASED
Shares942 from 931
Change+11 (+1%)
Value$246.4K (+$12.1K)
Filed 2026-10-20
Schorn Wealth LLC
INCREASED
Shares942 from 939
Change+3 (+0%)
Value$246.4K (+$10.1K)
Filed 2026-10-14
Veratis Advisors, Inc.
DECREASED
Shares941 from 947
Change-6 (-1%)
Value$246.3K (+$7.9K)
Filed 2026-11-03
Peirce Capital Management, LLC
INCREASED
Shares940 from 873
Change+67 (+8%)
Value$246.0K (+$26.2K)
Filed 2026-10-19
Ellsworth Advisors, LLC
NEW
Shares938
Change+938
Value$245.4K
Filed 2026-10-15
Financial Futures Ltd Liability Co.
DECREASED
Shares938 from 971
Change-33 (-3%)
Value$245.4K (+$1.0K)
Filed 2026-10-13
AMI Investment Management Inc
NEW
Shares937
Change+937
Value$245.1K
Filed 2026-10-27
Pacific Center for Financial Services
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$244.6K (+$9.3K)
Filed 2026-10-15
Keating Investment Counselors Inc
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$244.6K (+$9.3K)
Filed 2026-10-14
Portfolio Strategies, Inc.
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$244.3K (+$9.3K)
Filed 2026-11-06
Kraft, Davis & Associates, LLC
DECREASED
Shares933 from 944
Change-11 (-1%)
Value$264.3K (+$24.8K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED
Shares930 from 896
Change+34 (+4%)
Value$259.5K (+$24.9K)
Filed 2026-10-19
Wetzel Investment Advisors, Inc.
DECREASED
Shares930 from 958
Change-28 (-3%)
Value$243.3K (+$2.2K)
Filed 2026-10-13
Wrenne Financial Planning LLC
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$243.4K (+$9.3K)
Filed 2026-10-30
Gibraltar Capital Management, Inc.
NEW
Shares929
Change+929
Value$242.9K
Filed 2026-10-27
William Mack & Associates, Inc.
DECREASED
Shares927 from 970
Change-43 (-4%)
Value$242.4K (-$1.6K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
DECREASED
Shares927 from 931
Change-4 (0%)
Value$242.5K (+$8.2K)
Filed 2026-10-27
CJM Wealth Advisers, Ltd.
DECREASED
Shares926 from 930
Change-4 (0%)
Value$242.3K (+$8.3K)
Filed 2026-10-27
Advantage Trust Co
DECREASED
Shares925 from 939
Change-14 (-1%)
Value$242.0K (+$5.7K)
Filed 2026-10-19
Inlight Wealth Management, LLC
NEW
Shares924
Change+924
Value$241.7K
Filed 2026-10-21
Cushing Capital Partners, LLC
NEW
Shares924
Change+924
Value$241.7K
Filed 2026-10-20
Instrumental Wealth, LLC
INCREASED
Shares922 from 842
Change+80 (+10%)
Value$241.1K (+$29.3K)
Filed 2026-10-20
Catalyst Private Wealth, LLC
INCREASED
Shares921 from 849
Change+72 (+8%)
Value$240.9K (+$27.3K)
Filed 2026-10-13
HMV Wealth Advisors, LLC
NEW
Shares920
Change+920
Value$240.7K
Filed 2026-10-27
Financial Planning Navigators Corp
INCREASED
Shares920 from 885
Change+35 (+4%)
Value$240.6K (+$18.0K)
Filed 2026-10-14
Old Peak Finance LLC
DECREASED
Shares919 from 1,018
Change-99 (-10%)
Value$240.4K (-$15.8K)
Filed 2026-11-02
PFW Advisors LLC
INCREASED
Shares917 from 870
Change+47 (+5%)
Value$239.9K (+$21.0K)
Filed 2026-10-07
Guardian Capital, LLC
DECREASED
Shares916 from 955
Change-39 (-4%)
Value$239.7K (-$673)
Filed 2026-11-06
Warburton Capital Management, LLC
INCREASED
Shares915 from 897
Change+18 (+2%)
Value$261.7K (+$36.7K)
Filed 2026-11-06
Virginia Wealth Management Group, Inc.
DECREASED
Shares915 from 920
Change-5 (-1%)
Value$239.4K (+$7.8K)
Filed 2026-10-14
Mallini Complete Financial Planning LLC
INCREASED
Shares912 from 910
Change+2 (+0%)
Value$238.8K (+$9.6K)
Filed 2026-10-06
Define Financial, LLC
NEW
Shares907
Change+907
Value$237.4K
Filed 2026-10-14
JAG Capital Management, LLC
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$237.3K (+$9.1K)
Filed 2026-11-06
Shayne & Jacobs, LLC
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$237.3K (+$9.0K)
Filed 2026-10-21
Lockerman Financial Group, Inc.
INCREASED
Shares906 from 900
Change+6 (+1%)
Value$237.0K (+$10.5K)
Filed 2026-10-19
Auour Investments LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$237.0K (+$9.0K)
Filed 2026-10-28
Financial Enhancement Group LLC
DECREASED
Shares905 from 911
Change-6 (-1%)
Value$245.6K (+$16.3K)
Filed 2026-10-08
Alpha Financial Advisors, LLC
DECREASED
Shares903 from 963
Change-60 (-6%)
Value$236.1K (-$6.3K)
Filed 2026-11-09
Trust Co of Oklahoma
DECREASED
Shares902 from 1,099
Change-197 (-18%)
Value$236.0K (-$40.6K)
Filed 2026-10-15
Tenzing Financial LLC
INCREASED
Shares902 from 893
Change+9 (+1%)
Value$254.9K (+$27.5K)
Filed 2026-11-03
Bdfs Capital LLC
INCREASED
Shares901 from 899
Change+2 (+0%)
Value$235.6K (+$9.5K)
Filed 2026-10-14
BCS Private Wealth Management, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$235.4K (+$9.0K)
Filed 2026-11-09
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$235.0K (+$9.0K)
Filed 2026-11-02
Hill Island Financial LLC
INCREASED
Shares899 from 849
Change+50 (+6%)
Value$235.2K (+$21.5K)
Filed 2026-10-20
Sagace Wealth Management LLC
NEW
Shares897
Change+897
Value$234.6K
Filed 2026-10-28
Climber Capital SA
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$222.5K (-$2.8K)
Filed 2026-10-20
St. Clair Advisors, LLC
NEW
Shares895
Change+895
Value$234.1K
Filed 2026-10-13
Clear Point Advisors Inc.
NEW
Shares895
Change+895
Value$234.0K
Filed 2026-10-30
Safir Wealth Advisors, LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$233.9K (+$8.9K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
INCREASED
Shares893 from 513
Change+380 (+74%)
Value$233.6K (+$104.5K)
Filed 2026-10-09
Seed Wealth Management, Inc.
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$233.3K (+$8.9K)
Filed 2026-10-20
John G Ullman & Associates Inc
DECREASED
Shares888 from 1,088
Change-200 (-18%)
Value$232.2K (-$41.5K)
Filed 2026-11-04
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$232.3K (+$8.8K)
Filed 2026-10-23
Veery Capital, LLC
DECREASED
Shares884 from 891
Change-7 (-1%)
Value$231.2K (+$7.0K)
Filed 2026-10-07
FMA Wealth Management, LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$231.0K (+$8.8K)
Filed 2026-10-21
Shira Ridge Wealth Management
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$231.1K (+$9.0K)
Filed 2026-10-09
Guild Investment Management, Inc.
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$230.7K (+$8.8K)
Filed 2026-11-03
Weinberger Asset Management, Inc
INCREASED
Shares879 from 855
Change+24 (+3%)
Value$229.9K (+$15.4K)
Filed 2026-10-28
Northern Capital Management, Inc.
DECREASED
Shares878 from 1,673
Change-795 (-48%)
Value$229.8K (-$191.3K)
Filed 2026-11-05
RM Financial Services, LLC
DECREASED
Shares877 from 899
Change-22 (-2%)
Value$229.4K (+$3.2K)
Filed 2026-11-03
Wallington Asset Management, LLC
NEW
Shares876
Change+876
Value$229.2K
Filed 2026-11-04
First Growth Capital LLC
DECREASED
Shares875 from 881
Change-6 (-1%)
Value$228.9K (+$7.2K)
Filed 2026-10-15
Hurley Capital, LLC
INCREASED
Shares871 from 866
Change+5 (+1%)
Value$228.0K (+$10.1K)
Filed 2026-11-05
Fairscale Capital, LLC
INCREASED
Shares868 from 839
Change+29 (+3%)
Value$256.0K (+$44.8K)
Filed 2026-11-04
Total Investment Management Inc
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$227.1K (+$9.2K)
Filed 2026-10-22
Safe Harbor Family Capital, LLC
DECREASED
Shares862 from 888
Change-26 (-3%)
Value$225.5K (+$2.0K)
Filed 2026-11-09
Gross & Hartman Investments LLC
DECREASED
Shares862 from 888
Change-26 (-3%)
Value$225.5K (+$2.0K)
Filed 2026-11-10
Perennial Advisors, LLC
INCREASED
Shares862 from 859
Change+3 (+0%)
Value$225.5K (+$9.3K)
Filed 2026-10-13
BOS Asset Management, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$225.5K (+$8.6K)
Filed 2026-10-09
RFG Holdings, Inc.
DECREASED
Shares861 from 872
Change-11 (-1%)
Value$225.3K (+$5.7K)
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares860
Change+860
Value$225.0K
Filed 2026-10-19
Capital Management Associates, Inc
INCREASED
Shares857 from 853
Change+4 (+0%)
Value$224.1K (+$9.4K)
Filed 2026-10-20
Woodard & Co Asset Management Group Inc
DECREASED
Shares855 from 866
Change-11 (-1%)
Value$223.7K (+$5.7K)
Filed 2026-11-03
Flynn Zito Capital Management, LLC
INCREASED
Shares854 from 837
Change+17 (+2%)
Value$223.4K (+$12.8K)
Filed 2026-11-04
Altar Rock LLC
DECREASED
Shares853 from 854
Change-1 (0%)
Value$235.8K (+$20.9K)
Filed 2026-11-06
Smith Thornton Advisors LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$223.0K (+$11.6K)
Filed 2026-10-16
Baring Financial LLC
INCREASED
Shares851 from 831
Change+20 (+2%)
Value$222.7K (+$13.5K)
Filed 2026-10-07
McCollum Christoferson Group LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$222.4K (+$8.5K)
Filed 2026-10-13
BankChampaign, National Association
DECREASED
Shares848 from 2,116
Change-1,268 (-60%)
Value$221.8K (-$310.6K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
DECREASED
Shares848 from 956
Change-108 (-11%)
Value$221.9K (-$18.7K)
Filed 2026-11-05
Wharton Business Group, LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$221.3K (+$8.4K)
Filed 2026-11-09
Hedeker Wealth, LLC
NEW
Shares845
Change+845
Value$221.1K
Filed 2026-10-23
Tcfg Investment Advisors, LLC
DECREASED
Shares845 from 862
Change-17 (-2%)
Value$221.1K (+$4.2K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares845 from 838
Change+7 (+1%)
Value$221.0K (+$10.1K)
Filed 2026-10-16
Echo45 Advisors LLC
NEW
Shares843
Change+843
Value$220.6K
Filed 2026-10-07
Friday Financial
NEW
Shares840
Change+840
Value$218.3K
Filed 2026-10-09
Foundry Financial Group, Inc.
INCREASED
Shares839 from 802
Change+37 (+5%)
Value$219.5K (+$17.7K)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares837
Change+837
Value$219.0K
Filed 2026-11-04
Livet Wealth, LLC
DECREASED
Shares837 from 911
Change-74 (-8%)
Value$219.0K (-$10.3K)
Filed 2026-10-27
Koa Wealth Management, LLC
INCREASED
Shares836 from 833
Change+3 (+0%)
Value$218.7K (+$9.1K)
Filed 2026-10-14
Bayshore Asset Management, LLC
DECREASED
Shares832 from 1,186
Change-354 (-30%)
Value$233.9K (-$64.6K)
Filed 2026-11-03
One Plus One Wealth Management, LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$217.4K (+$8.3K)
Filed 2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$216.3K (+$8.2K)
Filed 2026-10-16
Centerline Wealth Advisors, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$215.6K (+$8.2K)
Filed 2026-10-15
Stonekeep Investments, LLC
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$215.3K (+$8.3K)
Filed 2026-10-15
Hibernia Wealth Partners, LLC
NEW
Shares822
Change+822
Value$215.2K
Filed 2026-10-29
Sierra Ocean, LLC
NEW
Shares822
Change+822
Value$215.1K
Filed 2026-11-03
Leisure Capital Management
NEW
Shares818
Change+818
Value$214.0K
Filed 2026-11-03
Blue Water Asset Management
NEW
Shares815
Change+815
Value$213.3K
Filed 2026-11-04
Clarity Wealth Development LLC
DECREASED
Shares810 from 926
Change-116 (-13%)
Value$211.8K (-$21.2K)
Filed 2026-10-22
Morey & Quinn Wealth Partners, LLC
NEW
Shares809
Change+809
Value$211.6K
Filed 2026-10-28
Sterling Group Wealth Management, LLC
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$211.6K (+$8.0K)
Filed 2026-11-03
Laurel Wealth Planning LLC
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$210.1K (+$8.0K)
Filed 2026-11-02
JSF Financial, LLC
NEW
Shares802
Change+802
Value$209.7K
Filed 2026-10-22
Chickasaw Capital Management LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$209.3K (+$8.3K)
Filed 2026-10-08
Constitution Capital LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$209.3K (+$8.0K)
Filed 2026-10-23
Turn8 Private Wealth Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$209.3K (+$8.0K)
Filed 2026-11-05
Baxter Bros Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$209.3K (+$8.0K)
Filed 2026-11-04
Avid Wealth Partners LLC
NEW
Shares799
Change+799
Value$209.0K
Filed 2026-11-03
Castleview Partners, LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$209.0K (+$8.0K)
Filed 2026-10-09
Jacksonville Wealth Management, LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$208.7K (+$7.9K)
Filed 2026-10-30
Addison Advisors LLC
DECREASED
Shares796 from 805
Change-9 (-1%)
Value$208.3K (+$5.8K)
Filed 2026-11-06
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$208.2K (+$7.9K)
Filed 2026-10-16
Boyd Wealth Management, LLC
NEW
Shares793
Change+793
Value$207.5K
Filed 2026-10-20
Courage Miller Partners, LLC
NEW
Shares790
Change+790
Value$206.7K
Filed 2026-10-21
Colorado Capital Management, Inc.
NEW
Shares788
Change+788
Value$206.0K
Filed 2026-10-15
Provident Trust Co
NEW
Shares787
Change+787
Value$205.9K
Filed 2026-10-29
Troutman Wealth Management, LLC
DECREASED
Shares786 from 859
Change-73 (-8%)
Value$205.5K (-$10.7K)
Filed 2026-11-10
Clay Northam Wealth Management, LLC
NEW
Shares784
Change+784
Value$205.1K
Filed 2026-10-13
Strategent Financial, LLC
NEW
Shares783
Change+783
Value$204.9K
Filed 2026-10-30
ProCore Advisors, LLC
NEW
Shares783
Change+783
Value$204.8K
Filed 2026-10-14
Briaud Financial Planning Inc
NEW
Shares781
Change+781
Value$204.3K
Filed 2026-10-20
Sfam, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$204.0K (+$7.8K)
Filed 2026-11-03
Global Trust Asset Management, LLC
DECREASED
Shares779 from 787
Change-8 (-1%)
Value$203.8K (+$5.8K)
Filed 2026-10-19
Polaris Financial Partners
NEW
Shares778
Change+778
Value$205.0K
Filed 2026-10-02
McClarren Financial Advisors, Inc.
NEW
Shares777
Change+777
Value$203.2K
Filed 2026-10-15
Banque de Luxembourg S.A.
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$203.3K (+$7.7K)
Filed 2026-10-14
CapWealth Advisors, LLC
DECREASED
Shares774 from 799
Change-25 (-3%)
Value$202.5K (+$1.4K)
Filed 2026-10-05
Share Andrew L.
NEW
Shares773
Change+773
Value$202.2K
Filed 2026-11-06
CGC Financial Services, LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$202.2K (+$7.7K)
Filed 2026-10-13
Generations Wealth, LLC
NEW
Shares768
Change+768
Value$200.9K
Filed 2026-11-09
Conrad Siegel Investment Advisors, Inc.
NEW
Shares767
Change+767
Value$200.6K
Filed 2026-10-08
IAG Wealth Partners, LLC
INCREASED
Shares752 from 749
Change+3 (+0%)
Value$196.7K (+$8.1K)
Filed 2026-11-06
Main Street Group, LTD
DECREASED
Shares743 from 2,780
Change-2,037 (-73%)
Value$194.3K (-$505.3K)
Filed 2026-10-28
Walsh & Associates, LLC
DECREASED
Shares734 from 808
Change-74 (-9%)
Value$192.0K (-$11.3K)
Filed 2026-11-09
Hughes Financial Services, LLC
INCREASED
Shares719 from 654
Change+65 (+10%)
Value$209.1K (+$44.5K)
Filed 2026-10-30
Tribridge Partners Financial LLC
DECREASED
Shares700 from 1,233
Change-533 (-43%)
Value$202.2K (-$114.6K)
Filed 2026-11-09
Winch Advisory Services, LLC
INCREASED
Shares696 from 692
Change+4 (+1%)
Value$182.1K (+$8.0K)
Filed 2026-11-06
Lloyd Advisory Services, Llc.
DECREASED
Shares685 from 1,113
Change-428 (-38%)
Value$179.3K (-$100.9K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares673 from 657
Change+16 (+2%)
Value$176.2K (+$10.8K)
Filed 2026-11-04
Cetera Trust Company, N.a
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$174.7K (+$6.6K)
Filed 2026-11-09
Evolution Wealth Management Inc.
DECREASED
Shares662 from 735
Change-73 (-10%)
Value$173.2K (-$11.8K)
Filed 2026-10-28
Beacon Financial Strategies Corp
DECREASED
Shares655 from 791
Change-136 (-17%)
Value$171.3K (-$27.7K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED
Shares655 from 732
Change-77 (-11%)
Value$171.5K (-$12.6K)
Filed 2026-10-26
Valued Wealth Advisors LLC
INCREASED
Shares610 from 560
Change+50 (+9%)
Value$159.6K (+$18.8K)
Filed 2026-11-05
Legacies Wealth LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$158.0K (+$6.0K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
DECREASED
Shares600 from 630
Change-30 (-5%)
Value$157.0K (-$1.5K)
Filed 2026-10-15
Vision Financial Markets LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$156.1K (+$5.5K)
Filed 2026-10-22
Advocate Investing Services LLC
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$155.9K (+$6.0K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
INCREASED
Shares589 from 489
Change+100 (+20%)
Value$154.2K (+$31.0K)
Filed 2026-10-16
Birchbrook, Inc.
INCREASED
Shares578 from 577
Change+1 (+0%)
Value$151.1K (+$5.9K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares575 from 534
Change+41 (+8%)
Value$150.4K (+$16.0K)
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares574
Change+574
Value$150.2K
Filed 2026-10-27
Highline Wealth Partners LLC
INCREASED
Shares574 from 419
Change+155 (+37%)
Value$150.2K (+$44.6K)
Filed 2026-10-19
MB, Levis & Associates, LLC
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$143.1K (+$5.4K)
Filed 2026-10-16
Coston, McIsaac & Partners
INCREASED
Shares541 from 522
Change+19 (+4%)
Value$141.6K (+$10.6K)
Filed 2026-11-06
Joseph Group Capital Management
INCREASED
Shares539 from 421
Change+118 (+28%)
Value$141.0K (+$35.1K)
Filed 2026-11-04
Avion Wealth
INCREASED
Shares534 from 504
Change+30 (+6%)
Value$139.0K (+$13.0K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$136.7K (+$5.3K)
Filed 2026-11-02
Navigoe, LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$135.0K (+$5.0K)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares504
Change+504
Value$131.8K
Filed 2026-11-05
Cdkv Holdings LLC
INCREASED
Shares502 from 501
Change+1 (+0%)
Value$131.3K (+$5.2K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
DECREASED
Shares500 from 692
Change-192 (-28%)
Value$130.8K (-$43.3K)
Filed 2026-10-26
Dogwood Wealth Management LLC
INCREASED
Shares487 from 483
Change+4 (+1%)
Value$127.4K (+$5.9K)
Filed 2026-11-09
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$124.6K (+$5.0K)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares474
Change+474
Value$128.7K
Filed 2026-10-13
Godfrey Financial Associates, Inc.
INCREASED
Shares467 from 436
Change+31 (+7%)
Value$122.2K (+$12.6K)
Filed 2026-11-10
State of Wyoming
DECREASED
Shares455 from 1,472
Change-1,017 (-69%)
Value$119.0K (-$251.4K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares453 from 362
Change+91 (+25%)
Value$118.5K (+$27.4K)
Filed 2026-10-15
WPG Advisers, LLC
INCREASED
Shares418 from 395
Change+23 (+6%)
Value$109.3K (+$9.9K)
Filed 2026-10-27
Mascoma Wealth Management LLC
DECREASED
Shares415 from 417
Change-2 (0%)
Value$108.6K (+$3.6K)
Filed 2026-10-23
3 Factor Indexing, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$106.2K (+$4.0K)
Filed 2026-10-15
Redwood Park Advisors LLC
INCREASED
Shares405 from 222
Change+183 (+82%)
Value$105.9K (+$49.9K)
Filed 2026-11-02
Miller Global Investments, LLC
INCREASED
Shares389 from 57
Change+332 (+582%)
Value$101.8K (+$87.4K)
Filed 2026-10-02
Horizon Financial Services, LLC
DECREASED
Shares385 from 420
Change-35 (-8%)
Value$100.6K (-$5.0K)
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$95.0K (+$3.6K)
Filed 2026-11-03
Tidemark, LLC
INCREASED
Shares358 from 330
Change+28 (+8%)
Value$93.5K (+$10.6K)
Filed 2026-11-09
Downshift Financial, LLC
INCREASED
Shares351 from 232
Change+119 (+51%)
Value$91.8K (+$33.4K)
Filed 2026-10-13
Rakuten Securities, Inc.
INCREASED
Shares351 from 233
Change+118 (+51%)
Value$91.8K (+$33.2K)
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
INCREASED
Shares351 from 349
Change+2 (+1%)
Value$92.0K (+$4.1K)
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$88.4K (+$3.4K)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares331
Change+331
Value$86.6K
Filed 2026-10-09
Align Financial, LLC
INCREASED
Shares313 from 298
Change+15 (+5%)
Value$81.9K (+$6.9K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$81.9K (+$3.1K)
Filed 2026-10-23
Mainstream Capital Management LLC
NEW
Shares299
Change+299
Value$78.2K
Filed 2026-10-23
LAM Group, Inc.
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$76.6K (+$2.9K)
Filed 2026-10-26
Lodestone Wealth Management LLC
DECREASED
Shares287 from 293
Change-6 (-2%)
Value$75.1K (+$1.4K)
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
NEW
Shares283
Change+283
Value$74.0K
Filed 2026-10-27
Investors Research Corp
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$71.9K (+$2.7K)
Filed 2026-10-07
10Elms LLP
INCREASED
Shares260 from 195
Change+65 (+33%)
Value$68.0K (+$18.9K)
Filed 2026-11-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares253 from 310
Change-57 (-18%)
Value$66.2K (-$11.8K)
Filed 2026-11-06
Contravisory Investment Management, Inc.
DECREASED
Shares250 from 777
Change-527 (-68%)
Value$65.4K (-$130.1K)
Filed 2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$71.3K (+$8.4K)
Filed 2026-10-29
Kroeger Financial Partners
INCREASED
Shares242 from 241
Change+1 (+0%)
Value$63.4K (+$2.8K)
Filed 2026-10-19
Aspect Partners, LLC
DECREASED
Shares241 from 249
Change-8 (-3%)
Value$63.0K (+$385)
Filed 2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$62.8K (+$2.4K)
Filed 2026-11-02
Prudent Man Investment Management, Inc.
INCREASED
Shares238 from 215
Change+23 (+11%)
Value$62.3K (+$13.1K)
Filed 2026-11-03
Access Investment Management LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$62.3K (+$2.4K)
Filed 2026-10-23
Nvest Wealth Strategies, Inc.
INCREASED
Shares234 from 227
Change+7 (+3%)
Value$61.1K (+$4.0K)
Filed 2026-10-14
AXS Investments LLC
DECREASED
Shares232 from 269
Change-37 (-14%)
Value$60.7K (-$7.0K)
Filed 2026-11-04
Aventus Investment Advisors, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$60.2K (+$2.3K)
Filed 2026-10-09
Gleason Group, Inc.
INCREASED
Shares221 from 220
Change+1 (+0%)
Value$57.9K (+$2.5K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$56.0K (+$2.1K)
Filed 2026-10-22
MidAtlantic Capital Management, Inc.
NEW
Shares200
Change+200
Value$52.3K
Filed 2026-11-05
IFS Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$52.3K (+$2.0K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares199 from 119
Change+80 (+67%)
Value$52.1K (+$22.1K)
Filed 2026-11-05
IMG Wealth Management, Inc.
INCREASED
Shares194 from 158
Change+36 (+23%)
Value$50.7K (+$11.0K)
Filed 2026-10-27
Hartford Financial Management Inc.
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$50.0K (+$1.9K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
INCREASED
Shares190 from 176
Change+14 (+8%)
Value$49.8K (+$5.6K)
Filed 2026-10-21
Phillip James Consulting Co.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$48.4K (+$1.8K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$46.3K (+$1.8K)
Filed 2026-10-15
Cypress Capital Management LLC (WY)
NEW
Shares169
Change+169
Value$44.2K
Filed 2026-11-09
Essential Partners LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$41.6K (+$1.6K)
Filed 2026-10-14
WestEnd Advisors, LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$41.6K (+$1.6K)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
DECREASED
Shares154 from 156
Change-2 (-1%)
Value$40.3K (+$1.0K)
Filed 2026-10-23
Summit Securities Group LLC
DECREASED
Shares152 from 1,210
Change-1,058 (-87%)
Value$39.8K (-$264.7K)
Filed 2026-11-05
Y.D. More Investments Ltd
DECREASED
Shares150 from 193
Change-43 (-22%)
Value$39.2K (-$9.3K)
Filed 2026-11-02
Fiduciary Advisors, Inc.
DECREASED
Shares150 from 160
Change-10 (-6%)
Value$39.2K (-$1.0K)
Filed 2026-10-16
Burkett Financial Services, LLC
DECREASED
Shares144 from 228
Change-84 (-37%)
Value$37.7K (-$19.8K)
Filed 2026-10-01
Marquette Asset Management, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$36.6K (+$1.4K)
Filed 2026-10-09
Luken Investment Analytics, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$34.3K (+$1.3K)
Filed 2026-11-06
Transce3nd, LLC
NEW
Shares129
Change+129
Value$36.7K
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares127 from 147
Change-20 (-14%)
Value$33.2K (-$3.8K)
Filed 2026-10-23
Catherine Avery Investment Management LLC
INCREASED
Shares118 from 117
Change+1 (+1%)
Value$30.8K (+$1.3K)
Filed 2026-10-14
NorthAvenue LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$30.9K (+$1.2K)
Filed 2026-10-29
Bear Mountain Capital, Inc.
INCREASED
Shares115 from 114
Change+1 (+1%)
Value$32.9K (+$4.9K)
Filed 2026-11-04
Financial Freedom, LLC
NEW
Shares111
Change+111
Value$29.0K
Filed 2026-11-06
KFG LLC
NEW
Shares107
Change+107
Value$28.0K
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares101 from 98
Change+3 (+3%)
Value$26.4K (+$1.8K)
Filed 2026-10-07
Sima Wealth Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$26.2K (+$995)
Filed 2026-10-19
Whipplewood Advisors, LLC
DECREASED
Shares87 from 101
Change-14 (-14%)
Value$22.8K (-$2.7K)
Filed 2026-10-20
CKW Financial Group
INCREASED
Shares82 from 30
Change+52 (+173%)
Value$21 (+$13)
Filed 2026-10-29
Vima LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$20.9K (+$796)
Filed 2026-10-23
Fortis Group Advisors, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$18.0K (+$686)
Filed 2026-11-06
Midwest Capital Advisors, LLC
NEW
Shares64
Change+64
Value$16.8K
Filed 2026-11-04
Goodman Advisory Group, LLC
NEW
Shares62
Change+62
Value$16.2K
Filed 2026-11-02
Torren Management, LLC
INCREASED
Shares62 from 45
Change+17 (+38%)
Value$16.3K (+$4.9K)
Filed 2026-10-29
Sunrise Financial Services, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$14.1K (+$537)
Filed 2026-10-21
Blueline Advisors LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$13.3K (+$508)
Filed 2026-10-15
Breakwater Investment Management
INCREASED
Shares47 from 27
Change+20 (+74%)
Value$12.3K (+$5.5K)
Filed 2026-10-20
POM Investment Strategies, LLC
DECREASED
Shares46 from 1,492
Change-1,446 (-97%)
Value$12.1K (-$363.4K)
Filed 2026-10-20
Bare Financial Services, Inc
INCREASED
Shares43 from 30
Change+13 (+43%)
Value$11.2K (+$3.7K)
Filed 2026-11-04
Activest Wealth Management
DECREASED
Shares42 from 100
Change-58 (-58%)
Value$11.0K (-$14.2K)
Filed 2026-10-15
Richardson Capital Management LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$9.2K (+$349)
Filed 2026-10-23
PayPay Securities Corp
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$8.6K (+$328)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares31
Change+31
Value$8.1K
Filed 2026-10-30
Birchwood Financial Partners, Inc.
NEW
Shares26
Change+26
Value$6.8K
Filed 2026-11-02
Legacy Bridge, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$6.8K (+$259)
Filed 2026-10-28
USA Financial Formulas
NEW
Shares22
Change+22
Value$5.8K
Filed 2026-10-16
Luminist Capital LLC
DECREASED
Shares22 from 34
Change-12 (-35%)
Value$5.7K (-$2.8K)
Filed 2026-11-10
Horizons Wealth Management
NEW
Shares21
Change+21
Value$5.5K
Filed 2026-10-05
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.2K (+$199)
Filed 2026-11-10
J. R. Prunier Capital Management LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.8K (+$215)
Filed 2026-11-09
DecisionPoint Financial, LLC
INCREASED
Shares16 from 13
Change+3 (+23%)
Value$4.2K (+$895)
Filed 2026-10-27
Newton One Investments LLC
NEW
Shares13
Change+13
Value$3.4K
Filed 2026-10-14
Park Square Financial Group, LLC
NEW
Shares13
Change+13
Value$3.4K
Filed 2026-11-09
Bernzott Capital Advisors
NEW
Shares12
Change+12
Value$3.1K
Filed 2026-10-29
Atlantic Private Wealth, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.1K (+$119)
Filed 2026-11-09
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares9 from 3
Change+6 (+200%)
Value$2.4K (+$1.6K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.8K (+$70)
Filed 2026-10-01
Networth Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.6K (+$70)
Filed 2026-11-03
Palladiem, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.0K (+$39)
Filed 2026-11-09
Fairway Wealth LLC
DECREASED
Shares3 from 45
Change-42 (-93%)
Value$785 (-$10.5K)
Filed 2026-10-30
Prospera Financial Services Inc
CLOSED
Shares0 from 96,118
Change-96,118 (-100%)
Value$0 (-$24.2M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 74,248
Change-74,248 (-100%)
Value$0 (-$18.7M)
Filed 2026-10-16
Laurion Capital Management LP
CLOSED
Shares0 from 42,168
Change-42,168 (-100%)
Value$0 (-$10.6M)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 30,747
Change-30,747 (-100%)
Value$0 (-$7.7M)
Filed 2026-11-03
Phocas Financial Corp.
CLOSED
Shares0 from 26,200
Change-26,200 (-100%)
Value$0 (-$6.6M)
Filed 2026-11-09
Econ Financial Services Corp
CLOSED
Shares0 from 13,813
Change-13,813 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-19
GFS Advisors, LLC
CLOSED
Shares0 from 10,263
Change-10,263 (-100%)
Value$0 (-$143.9K)
Filed 2026-11-03
Garton & Associates Financial Advisors LLC
CLOSED
Shares0 from 10,238
Change-10,238 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-30
Simplex Trading, LLC
CLOSED
Shares0 from 7,173
Change-7,173 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 6,868
Change-6,868 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-13
Glaxis Capital Management, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 4,721
Change-4,721 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Tobam
CLOSED
Shares0 from 4,327
Change-4,327 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Shufro Rose & Co LLC
CLOSED
Shares0 from 3,940
Change-3,940 (-100%)
Value$0 (-$991.5K)
Filed 2026-11-10
Hofer & Associates. Inc
CLOSED
Shares0 from 3,330
Change-3,330 (-100%)
Value$0 (-$837.8K)
Filed 2026-10-13
Krane Funds Advisors LLC
CLOSED
Shares0 from 2,974
Change-2,974 (-100%)
Value$0 (-$748.4K)
Filed 2026-11-09
Moller Wealth Partners
CLOSED
Shares0 from 2,554
Change-2,554 (-100%)
Value$0 (-$642.7K)
Filed 2026-10-15
West Wealth Group, LLC
CLOSED
Shares0 from 2,120
Change-2,120 (-100%)
Value$0 (-$533.7K)
Filed 2026-10-14
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 2,094
Change-2,094 (-100%)
Value$0 (-$526.9K)
Filed 2026-11-06
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 2,009
Change-2,009 (-100%)
Value$0 (-$505.3K)
Filed 2026-10-19
Luminvest Wealth Management LLC
CLOSED
Shares0 from 1,646
Change-1,646 (-100%)
Value$0 (-$416.8K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,632
Change-1,632 (-100%)
Value$0 (-$371.8K)
Filed 2026-10-16
Lane Brothers & Co Inc
CLOSED
Shares0 from 1,615
Change-1,615 (-100%)
Value$0 (-$406.3K)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 1,391
Change-1,391 (-100%)
Value$0 (-$350.0K)
Filed 2026-11-05
Sensenig Capital Advisors, Inc
CLOSED
Shares0 from 1,356
Change-1,356 (-100%)
Value$0 (-$341.2K)
Filed 2026-10-23
Rise Advisors, LLC
CLOSED
Shares0 from 1,330
Change-1,330 (-100%)
Value$0 (-$334.7K)
Filed 2026-10-16
Baker Boyer National Bank
CLOSED
Shares0 from 1,324
Change-1,324 (-100%)
Value$0 (-$333.2K)
Filed 2026-11-05
Alpha Zero LLC
CLOSED
Shares0 from 982
Change-982 (-100%)
Value$0 (-$249.8K)
Filed 2026-11-06
Old North State Wealth Management, LLC
CLOSED
Shares0 from 958
Change-958 (-100%)
Value$0 (-$241.9K)
Filed 2026-10-22
True Link Financial Advisors, LLC
CLOSED
Shares0 from 954
Change-954 (-100%)
Value$0 (-$240.1K)
Filed 2026-10-27
Gibson Capital, LLC
CLOSED
Shares0 from 917
Change-917 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-23
Aerodigm Wealth, LLC
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-16
Single Point Partners, LLC
CLOSED
Shares0 from 883
Change-883 (-100%)
Value$0 (-$222.2K)
Filed 2026-10-19
Arkfeld Wealth Strategies, L.L.C.
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-19
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 833
Change-833 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-07
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$171.0K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 676
Change-676 (-100%)
Value$0 (-$170.1K)
Filed 2026-10-29
Atlatl Advisers LLC
CLOSED
Shares0 from 548
Change-548 (-100%)
Value$0 (-$137.9K)
Filed 2026-10-22
Stone House Investment Management, LLC
CLOSED
Shares0 from 535
Change-535 (-100%)
Value$0 (-$134.6K)
Filed 2026-10-23
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 487
Change-487 (-100%)
Value$0 (-$111)
Filed 2026-11-06
Covestor Ltd
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$103.0K)
Filed 2026-10-30
Sims Investment Management, LLC
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$58.1K)
Filed 2026-10-13
Beacon Capital Management, Inc.
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$33.0K)
Filed 2026-10-13
Decker Retirement Planning Inc.
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$20.9K)
Filed 2026-10-19
Robinswood Financial LLC
CLOSED
Shares0 from 83
Change-83 (-100%)
Value$0 (-$21.1K)
Filed 2026-10-20
Ameliora Wealth Management Ltd.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$19.6K)
Filed 2026-10-23
FNY Investment Advisers, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Bay Harbor Wealth Management, LLC
DECREASED
Shares0 from 1,237
Change-1,237 (-100%)
Value$178.7K (-$132.6K)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$959.3K (+$50.1K)
Filed 2026-10-29
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$430.2K (+$16.4K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 149,488,412
Change-149,488,412 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 115,396,098
Change-115,396,098 (-100%)
Value—
State Street Corp
N/A
Shares— from 82,596,748
Change-82,596,748 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 48,477,996
Change-48,477,996 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 47,862,796
Change-47,862,796 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 38,901,001
Change-38,901,001 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 30,101,551
Change-30,101,551 (-100%)
Value—
Norges Bank
N/A
Shares— from 25,554,538
Change-25,554,538 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 21,237,764
Change-21,237,764 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 20,558,447
Change-20,558,447 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,925,232
Change-19,925,232 (-100%)
Value—
Capital World Investors
N/A
Shares— from 19,178,966
Change-19,178,966 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,291,630
Change-16,291,630 (-100%)
Value—
Capital International Investors
N/A
Shares— from 15,638,631
Change-15,638,631 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 14,749,069
Change-14,749,069 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 14,267,697
Change-14,267,697 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 12,914,230
Change-12,914,230 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,845,120
Change-12,845,120 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 11,548,053
Change-11,548,053 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,519,507
Change-11,519,507 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,410,159
Change-10,410,159 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 9,939,791
Change-9,939,791 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,017,580
Change-9,017,580 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,163,806
Change-8,163,806 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 7,114,782
Change-7,114,782 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 6,201,973
Change-6,201,973 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 5,892,808
Change-5,892,808 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,055,589
Change-5,055,589 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 4,988,710
Change-4,988,710 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,886,670
Change-4,886,670 (-100%)
Value—
Boston Partners
N/A
Shares— from 4,784,316
Change-4,784,316 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 4,461,449
Change-4,461,449 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,388,338
Change-4,388,338 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,131,637
Change-4,131,637 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,092,335
Change-4,092,335 (-100%)
Value—
National Pension Service
N/A
Shares— from 4,009,573
Change-4,009,573 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,995,442
Change-3,995,442 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,984,924
Change-3,984,924 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,829,319
Change-3,829,319 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,625,155
Change-3,625,155 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 3,428,196
Change-3,428,196 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,248,582
Change-3,248,582 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,169,783
Change-3,169,783 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,055,271
Change-3,055,271 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,990,512
Change-2,990,512 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,885,557
Change-2,885,557 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,876,785
Change-2,876,785 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,733,648
Change-2,733,648 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,700,030
Change-2,700,030 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,603,988
Change-2,603,988 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,578,333
Change-2,578,333 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,374,888
Change-2,374,888 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,280,159
Change-2,280,159 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,102,316
Change-2,102,316 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,042,445
Change-2,042,445 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,015,238
Change-2,015,238 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,929,503
Change-1,929,503 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 1,921,614
Change-1,921,614 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,904,997
Change-1,904,997 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,860,030
Change-1,860,030 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,817,391
Change-1,817,391 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,761,265
Change-1,761,265 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,749,719
Change-1,749,719 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,704,016
Change-1,704,016 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,664,656
Change-1,664,656 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,659,851
Change-1,659,851 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,641,631
Change-1,641,631 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,613,385
Change-1,613,385 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,598,568
Change-1,598,568 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,581,740
Change-1,581,740 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,561,703
Change-1,561,703 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,521,377
Change-1,521,377 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,516,475
Change-1,516,475 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,509,311
Change-1,509,311 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,376,588
Change-1,376,588 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,371,290
Change-1,371,290 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,342,483
Change-1,342,483 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,291,102
Change-1,291,102 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,279,175
Change-1,279,175 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,275,203
Change-1,275,203 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,209,439
Change-1,209,439 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,139,168
Change-1,139,168 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,138,736
Change-1,138,736 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,088,816
Change-1,088,816 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,038,939
Change-1,038,939 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,020,402
Change-1,020,402 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 990,692
Change-990,692 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 988,813
Change-988,813 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 980,805
Change-980,805 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 958,069
Change-958,069 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 945,063
Change-945,063 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 944,549
Change-944,549 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 943,411
Change-943,411 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 929,566
Change-929,566 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 907,363
Change-907,363 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 903,983
Change-903,983 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 883,270
Change-883,270 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 870,702
Change-870,702 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 861,436
Change-861,436 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 856,797
Change-856,797 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 855,570
Change-855,570 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 853,934
Change-853,934 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 852,991
Change-852,991 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 850,973
Change-850,973 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 836,672
Change-836,672 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 821,326
Change-821,326 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 818,972
Change-818,972 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 815,433
Change-815,433 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 800,818
Change-800,818 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 792,949
Change-792,949 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 783,184
Change-783,184 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 775,386
Change-775,386 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 754,175
Change-754,175 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 751,485
Change-751,485 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 740,571
Change-740,571 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 728,959
Change-728,959 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 702,907
Change-702,907 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 682,079
Change-682,079 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 679,544
Change-679,544 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 632,277
Change-632,277 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 629,148
Change-629,148 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 622,946
Change-622,946 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 619,181
Change-619,181 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 616,940
Change-616,940 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 611,061
Change-611,061 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 610,909
Change-610,909 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 606,183
Change-606,183 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 596,837
Change-596,837 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 594,732
Change-594,732 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 585,879
Change-585,879 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 568,521
Change-568,521 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 548,411
Change-548,411 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 543,313
Change-543,313 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 542,382
Change-542,382 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 541,146
Change-541,146 (-100%)
Value—
Commerce Bank
N/A
Shares— from 534,937
Change-534,937 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 525,318
Change-525,318 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 516,501
Change-516,501 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 511,672
Change-511,672 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 507,376
Change-507,376 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 505,318
Change-505,318 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 500,373
Change-500,373 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 475,389
Change-475,389 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 474,171
Change-474,171 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 448,200
Change-448,200 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 447,129
Change-447,129 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 441,958
Change-441,958 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 439,164
Change-439,164 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 435,569
Change-435,569 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 427,863
Change-427,863 (-100%)
Value—
&partners
N/A
Shares— from 425,683
Change-425,683 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 422,116
Change-422,116 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 417,193
Change-417,193 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 409,814
Change-409,814 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 402,440
Change-402,440 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 394,664
Change-394,664 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 380,290
Change-380,290 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 366,836
Change-366,836 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 359,980
Change-359,980 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 354,989
Change-354,989 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 349,226
Change-349,226 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 347,226
Change-347,226 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 337,881
Change-337,881 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 336,097
Change-336,097 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 332,871
Change-332,871 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 327,322
Change-327,322 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 323,672
Change-323,672 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 323,203
Change-323,203 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 323,012
Change-323,012 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 322,558
Change-322,558 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 319,602
Change-319,602 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 312,098
Change-312,098 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 309,302
Change-309,302 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 303,838
Change-303,838 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 303,294
Change-303,294 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 301,006
Change-301,006 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 300,556
Change-300,556 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 300,376
Change-300,376 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 298,011
Change-298,011 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 297,328
Change-297,328 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 289,872
Change-289,872 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 281,982
Change-281,982 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 279,294
Change-279,294 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 275,739
Change-275,739 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 270,367
Change-270,367 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 268,819
Change-268,819 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 268,811
Change-268,811 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 268,688
Change-268,688 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 267,697
Change-267,697 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 265,174
Change-265,174 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 263,110
Change-263,110 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 255,977
Change-255,977 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 255,700
Change-255,700 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 254,843
Change-254,843 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 254,499
Change-254,499 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 240,790
Change-240,790 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 236,727
Change-236,727 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 235,826
Change-235,826 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 234,277
Change-234,277 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 233,214
Change-233,214 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 228,400
Change-228,400 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 224,960
Change-224,960 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 224,280
Change-224,280 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 219,509
Change-219,509 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 212,852
Change-212,852 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 212,267
Change-212,267 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 209,332
Change-209,332 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 206,756
Change-206,756 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 202,359
Change-202,359 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 201,334
Change-201,334 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 198,762
Change-198,762 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 198,249
Change-198,249 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 197,926
Change-197,926 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 195,761
Change-195,761 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 195,741
Change-195,741 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 194,272
Change-194,272 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 194,138
Change-194,138 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 190,827
Change-190,827 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 188,691
Change-188,691 (-100%)
Value—
Allstate Corp
N/A
Shares— from 185,629
Change-185,629 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 183,915
Change-183,915 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 183,389
Change-183,389 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 181,275
Change-181,275 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 180,178
Change-180,178 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 180,108
Change-180,108 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 172,753
Change-172,753 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 171,442
Change-171,442 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 168,592
Change-168,592 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 164,897
Change-164,897 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 163,093
Change-163,093 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 160,685
Change-160,685 (-100%)
Value—
Prudential PLC
N/A
Shares— from 158,913
Change-158,913 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 155,264
Change-155,264 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 154,788
Change-154,788 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 154,783
Change-154,783 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 148,913
Change-148,913 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 143,403
Change-143,403 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 143,026
Change-143,026 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 142,030
Change-142,030 (-100%)
Value—
Stephens Inc
N/A
Shares— from 139,208
Change-139,208 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 135,858
Change-135,858 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 135,197
Change-135,197 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 134,915
Change-134,915 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 134,479
Change-134,479 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 132,877
Change-132,877 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 130,643
Change-130,643 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 129,804
Change-129,804 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 127,844
Change-127,844 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 127,464
Change-127,464 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 126,735
Change-126,735 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 124,267
Change-124,267 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 123,814
Change-123,814 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 122,841
Change-122,841 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 122,435
Change-122,435 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 121,958
Change-121,958 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 121,763
Change-121,763 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 121,000
Change-121,000 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 120,256
Change-120,256 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 118,244
Change-118,244 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 118,057
Change-118,057 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 117,411
Change-117,411 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 116,898
Change-116,898 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 115,953
Change-115,953 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 115,264
Change-115,264 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 114,591
Change-114,591 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 113,870
Change-113,870 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 113,664
Change-113,664 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 113,568
Change-113,568 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 113,217
Change-113,217 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 111,842
Change-111,842 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 109,543
Change-109,543 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 109,397
Change-109,397 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 109,358
Change-109,358 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 108,867
Change-108,867 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 108,445
Change-108,445 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 108,246
Change-108,246 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 107,921
Change-107,921 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 107,762
Change-107,762 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 107,568
Change-107,568 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 105,866
Change-105,866 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 105,545
Change-105,545 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 104,867
Change-104,867 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 104,287
Change-104,287 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 103,457
Change-103,457 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 102,081
Change-102,081 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 101,672
Change-101,672 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 101,443
Change-101,443 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 101,361
Change-101,361 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 100,852
Change-100,852 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 100,019
Change-100,019 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 98,512
Change-98,512 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 98,285
Change-98,285 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 97,901
Change-97,901 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 96,775
Change-96,775 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 95,431
Change-95,431 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 94,884
Change-94,884 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 94,867
Change-94,867 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 93,109
Change-93,109 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 92,109
Change-92,109 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 91,394
Change-91,394 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 89,325
Change-89,325 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 89,324
Change-89,324 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 89,306
Change-89,306 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 88,110
Change-88,110 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 87,496
Change-87,496 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 86,558
Change-86,558 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 85,694
Change-85,694 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 85,352
Change-85,352 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 83,818
Change-83,818 (-100%)
Value—
Allianz SE
N/A
Shares— from 83,772
Change-83,772 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 82,938
Change-82,938 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 82,790
Change-82,790 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 82,422
Change-82,422 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 80,847
Change-80,847 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 80,288
Change-80,288 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 79,804
Change-79,804 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 79,736
Change-79,736 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 79,725
Change-79,725 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 79,651
Change-79,651 (-100%)
Value—
BNP Paribas
N/A
Shares— from 79,596
Change-79,596 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 78,610
Change-78,610 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 78,550
Change-78,550 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 77,182
Change-77,182 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 76,892
Change-76,892 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 76,085
Change-76,085 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 75,841
Change-75,841 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 75,667
Change-75,667 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 73,634
Change-73,634 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 73,525
Change-73,525 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 73,217
Change-73,217 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 72,406
Change-72,406 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 71,949
Change-71,949 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 71,946
Change-71,946 (-100%)
Value—
EFG International AG
N/A
Shares— from 71,881
Change-71,881 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 71,689
Change-71,689 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 71,684
Change-71,684 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 71,634
Change-71,634 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 71,440
Change-71,440 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 71,352
Change-71,352 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 70,905
Change-70,905 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 69,593
Change-69,593 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 69,318
Change-69,318 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 69,153
Change-69,153 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 68,593
Change-68,593 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 68,432
Change-68,432 (-100%)
Value—
Mirova
N/A
Shares— from 68,391
Change-68,391 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 67,878
Change-67,878 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 67,742
Change-67,742 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 67,367
Change-67,367 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 67,093
Change-67,093 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 66,840
Change-66,840 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 66,702
Change-66,702 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 66,679
Change-66,679 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 66,103
Change-66,103 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 66,070
Change-66,070 (-100%)
Value—
Park Circle Co
N/A
Shares— from 65,895
Change-65,895 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 65,660
Change-65,660 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 65,288
Change-65,288 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 64,839
Change-64,839 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 64,782
Change-64,782 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 64,713
Change-64,713 (-100%)
Value—
Atle Fund Management AB
N/A
Shares— from 64,325
Change-64,325 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 64,317
Change-64,317 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 63,964
Change-63,964 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 63,589
Change-63,589 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 63,364
Change-63,364 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 62,909
Change-62,909 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 61,434
Change-61,434 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 61,181
Change-61,181 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 61,107
Change-61,107 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 61,088
Change-61,088 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 60,465
Change-60,465 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 60,049
Change-60,049 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 60,006
Change-60,006 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 59,624
Change-59,624 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 58,732
Change-58,732 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 58,708
Change-58,708 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 58,634
Change-58,634 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 58,534
Change-58,534 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 58,459
Change-58,459 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 57,998
Change-57,998 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 57,981
Change-57,981 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 57,804
Change-57,804 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 56,925
Change-56,925 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 56,647
Change-56,647 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 56,423
Change-56,423 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 56,249
Change-56,249 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 55,400
Change-55,400 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 54,925
Change-54,925 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 53,744
Change-53,744 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 53,615
Change-53,615 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 53,370
Change-53,370 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 53,250
Change-53,250 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 53,213
Change-53,213 (-100%)
Value—
Simmons Bank
N/A
Shares— from 51,844
Change-51,844 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 51,628
Change-51,628 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 51,588
Change-51,588 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 50,764
Change-50,764 (-100%)
Value—
Ossiam
N/A
Shares— from 50,502
Change-50,502 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 50,316
Change-50,316 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 49,911
Change-49,911 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 49,869
Change-49,869 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 49,206
Change-49,206 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 48,414
Change-48,414 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 48,129
Change-48,129 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 47,900
Change-47,900 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 47,824
Change-47,824 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 47,788
Change-47,788 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 47,632
Change-47,632 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 47,541
Change-47,541 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 47,019
Change-47,019 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 46,728
Change-46,728 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 46,685
Change-46,685 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 46,647
Change-46,647 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 46,488
Change-46,488 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 46,413
Change-46,413 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 45,542
Change-45,542 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 45,296
Change-45,296 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 45,226
Change-45,226 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 45,098
Change-45,098 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 44,899
Change-44,899 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 44,702
Change-44,702 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 44,678
Change-44,678 (-100%)
Value—
Capital International LTD
N/A
Shares— from 44,477
Change-44,477 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 43,751
Change-43,751 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 43,544
Change-43,544 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 43,329
Change-43,329 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 43,276
Change-43,276 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 43,246
Change-43,246 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 43,177
Change-43,177 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 43,138
Change-43,138 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 42,660
Change-42,660 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 42,391
Change-42,391 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 42,284
Change-42,284 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 42,182
Change-42,182 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 41,700
Change-41,700 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 41,086
Change-41,086 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 41,007
Change-41,007 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 40,476
Change-40,476 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 40,013
Change-40,013 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 39,935
Change-39,935 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 39,485
Change-39,485 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 39,431
Change-39,431 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 39,227
Change-39,227 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 39,096
Change-39,096 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 38,900
Change-38,900 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 38,855
Change-38,855 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 38,717
Change-38,717 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 38,686
Change-38,686 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 38,686
Change-38,686 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 38,262
Change-38,262 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 38,102
Change-38,102 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 38,026
Change-38,026 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 37,780
Change-37,780 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 37,773
Change-37,773 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 37,545
Change-37,545 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 37,181
Change-37,181 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 37,161
Change-37,161 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Calydon Capital
N/A
Shares— from 36,761
Change-36,761 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 36,739
Change-36,739 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 36,591
Change-36,591 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 36,055
Change-36,055 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 35,937
Change-35,937 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 35,786
Change-35,786 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 35,746
Change-35,746 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 35,440
Change-35,440 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 35,200
Change-35,200 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 35,135
Change-35,135 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 35,105
Change-35,105 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 34,003
Change-34,003 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 33,931
Change-33,931 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 33,603
Change-33,603 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 33,376
Change-33,376 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 33,122
Change-33,122 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 32,910
Change-32,910 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 32,773
Change-32,773 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 32,676
Change-32,676 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 32,457
Change-32,457 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 31,297
Change-31,297 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 30,958
Change-30,958 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 30,836
Change-30,836 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 30,625
Change-30,625 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 30,467
Change-30,467 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 30,429
Change-30,429 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 30,427
Change-30,427 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 30,346
Change-30,346 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 30,320
Change-30,320 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 30,256
Change-30,256 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 30,102
Change-30,102 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 29,691
Change-29,691 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 29,656
Change-29,656 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 29,453
Change-29,453 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 29,235
Change-29,235 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 28,920
Change-28,920 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 28,844
Change-28,844 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 28,842
Change-28,842 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 28,801
Change-28,801 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 28,706
Change-28,706 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 28,575
Change-28,575 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 28,543
Change-28,543 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 28,406
Change-28,406 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 28,403
Change-28,403 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 28,379
Change-28,379 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 28,348
Change-28,348 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 28,032
Change-28,032 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 27,968
Change-27,968 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 27,908
Change-27,908 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 27,871
Change-27,871 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 27,734
Change-27,734 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 27,370
Change-27,370 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 27,358
Change-27,358 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 27,228
Change-27,228 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 26,935
Change-26,935 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 26,880
Change-26,880 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 26,767
Change-26,767 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 26,654
Change-26,654 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 26,575
Change-26,575 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 26,542
Change-26,542 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 26,366
Change-26,366 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 26,085
Change-26,085 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 25,712
Change-25,712 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 25,696
Change-25,696 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 25,639
Change-25,639 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 25,538
Change-25,538 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 25,321
Change-25,321 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 25,222
Change-25,222 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 25,047
Change-25,047 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 24,972
Change-24,972 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 24,793
Change-24,793 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 24,642
Change-24,642 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 24,521
Change-24,521 (-100%)
Value—
Bank OZK
N/A
Shares— from 24,330
Change-24,330 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 24,293
Change-24,293 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 24,207
Change-24,207 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 24,192
Change-24,192 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 23,922
Change-23,922 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 23,887
Change-23,887 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 23,876
Change-23,876 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 23,851
Change-23,851 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 23,835
Change-23,835 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 23,745
Change-23,745 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 23,463
Change-23,463 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 23,335
Change-23,335 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 23,281
Change-23,281 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 23,252
Change-23,252 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 23,241
Change-23,241 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 23,240
Change-23,240 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 23,174
Change-23,174 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 23,062
Change-23,062 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 22,856
Change-22,856 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 22,641
Change-22,641 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,380
Change-22,380 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 22,005
Change-22,005 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 21,955
Change-21,955 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 21,874
Change-21,874 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 21,482
Change-21,482 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 21,450
Change-21,450 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 21,367
Change-21,367 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 21,140
Change-21,140 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 21,083
Change-21,083 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 21,065
Change-21,065 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 20,908
Change-20,908 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 20,810
Change-20,810 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 20,698
Change-20,698 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 20,517
Change-20,517 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 20,290
Change-20,290 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 20,243
Change-20,243 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 20,177
Change-20,177 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 20,084
Change-20,084 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 19,940
Change-19,940 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 19,777
Change-19,777 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 19,642
Change-19,642 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 19,641
Change-19,641 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 19,587
Change-19,587 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 19,387
Change-19,387 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 19,352
Change-19,352 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 19,290
Change-19,290 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 19,067
Change-19,067 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 18,952
Change-18,952 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 18,918
Change-18,918 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 18,887
Change-18,887 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 18,649
Change-18,649 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 18,646
Change-18,646 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 18,576
Change-18,576 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 18,505
Change-18,505 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 18,419
Change-18,419 (-100%)
Value—
S&T Bank
N/A
Shares— from 18,356
Change-18,356 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 18,285
Change-18,285 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 18,246
Change-18,246 (-100%)
Value—
American Trust
N/A
Shares— from 18,211
Change-18,211 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 18,170
Change-18,170 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 18,032
Change-18,032 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 18,009
Change-18,009 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 17,933
Change-17,933 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 17,841
Change-17,841 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 17,645
Change-17,645 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 17,542
Change-17,542 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 17,347
Change-17,347 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 17,158
Change-17,158 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 17,137
Change-17,137 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 17,115
Change-17,115 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 17,032
Change-17,032 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,882
Change-16,882 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 16,722
Change-16,722 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 16,705
Change-16,705 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 16,576
Change-16,576 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 16,410
Change-16,410 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 16,359
Change-16,359 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 16,357
Change-16,357 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 16,291
Change-16,291 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 16,289
Change-16,289 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 15,802
Change-15,802 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 15,694
Change-15,694 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,684
Change-15,684 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 15,542
Change-15,542 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 15,494
Change-15,494 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 15,475
Change-15,475 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 15,376
Change-15,376 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 15,342
Change-15,342 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 15,124
Change-15,124 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 14,964
Change-14,964 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 14,837
Change-14,837 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 14,719
Change-14,719 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 14,601
Change-14,601 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 14,504
Change-14,504 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 14,486
Change-14,486 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 14,383
Change-14,383 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 14,346
Change-14,346 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 14,283
Change-14,283 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 14,165
Change-14,165 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 14,145
Change-14,145 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 14,011
Change-14,011 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 13,814
Change-13,814 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 13,708
Change-13,708 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 13,706
Change-13,706 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 13,684
Change-13,684 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 13,674
Change-13,674 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 13,603
Change-13,603 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 13,597
Change-13,597 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 13,423
Change-13,423 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 13,386
Change-13,386 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 13,295
Change-13,295 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 13,102
Change-13,102 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 13,093
Change-13,093 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 13,055
Change-13,055 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,987
Change-12,987 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 12,903
Change-12,903 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 12,861
Change-12,861 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 12,752
Change-12,752 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 12,496
Change-12,496 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,440
Change-12,440 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 12,410
Change-12,410 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 11,997
Change-11,997 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 11,992
Change-11,992 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 11,928
Change-11,928 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 11,906
Change-11,906 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 11,859
Change-11,859 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 11,827
Change-11,827 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 11,698
Change-11,698 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 11,668
Change-11,668 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 11,595
Change-11,595 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 11,313
Change-11,313 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 11,097
Change-11,097 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 10,846
Change-10,846 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 10,846
Change-10,846 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 10,728
Change-10,728 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 10,715
Change-10,715 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 10,699
Change-10,699 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 10,526
Change-10,526 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 10,424
Change-10,424 (-100%)
Value—
Dodge & COX
N/A
Shares— from 10,393
Change-10,393 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 10,270
Change-10,270 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 10,224
Change-10,224 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 10,197
Change-10,197 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 10,167
Change-10,167 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 10,123
Change-10,123 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 10,063
Change-10,063 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 10,057
Change-10,057 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 10,043
Change-10,043 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 9,928
Change-9,928 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 9,898
Change-9,898 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 9,801
Change-9,801 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 9,790
Change-9,790 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,774
Change-9,774 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 9,721
Change-9,721 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,702
Change-9,702 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 9,611
Change-9,611 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 9,584
Change-9,584 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 9,540
Change-9,540 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 9,418
Change-9,418 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 9,349
Change-9,349 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 9,276
Change-9,276 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 9,227
Change-9,227 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 9,052
Change-9,052 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 8,898
Change-8,898 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 8,843
Change-8,843 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 8,842
Change-8,842 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 8,698
Change-8,698 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 8,694
Change-8,694 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 8,657
Change-8,657 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 8,651
Change-8,651 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 8,635
Change-8,635 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,498
Change-8,498 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 8,485
Change-8,485 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 8,314
Change-8,314 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 8,217
Change-8,217 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 8,151
Change-8,151 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 7,988
Change-7,988 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 7,918
Change-7,918 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 7,917
Change-7,917 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 7,854
Change-7,854 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,817
Change-7,817 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,769
Change-7,769 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 7,742
Change-7,742 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 7,722
Change-7,722 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 7,717
Change-7,717 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 7,599
Change-7,599 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 7,594
Change-7,594 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 7,565
Change-7,565 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 7,549
Change-7,549 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 7,506
Change-7,506 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 7,382
Change-7,382 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 7,303
Change-7,303 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 7,258
Change-7,258 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 7,158
Change-7,158 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 7,080
Change-7,080 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,055
Change-7,055 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 6,939
Change-6,939 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 6,889
Change-6,889 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 6,825
Change-6,825 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 6,803
Change-6,803 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Rogco, LP
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 6,336
Change-6,336 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 6,304
Change-6,304 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
United Bank
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 5,801
Change-5,801 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 5,599
Change-5,599 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 5,140
Change-5,140 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 5,047
Change-5,047 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 4,996
Change-4,996 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 4,902
Change-4,902 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,615
Change-4,615 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Summitry LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,335
Change-4,335 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 4,211
Change-4,211 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,023
Change-4,023 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Corient IA LP
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Four Tree Island Advisory LLC
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Ames National Corp
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Avenir Corp
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 995
Change-995 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 993
Change-993 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 979
Change-979 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 967
Change-967 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 966
Change-966 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 938
Change-938 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 909
Change-909 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 908
Change-908 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 899
Change-899 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 881
Change-881 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 872
Change-872 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 860
Change-860 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 854
Change-854 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 846
Change-846 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 754
Change-754 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 721
Change-721 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 685
Change-685 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 585
Change-585 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 572
Change-572 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 502
Change-502 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 478
Change-478 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 464
Change-464 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 448
Change-448 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 370
Change-370 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 363
Change-363 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 336
Change-336 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 327
Change-327 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 272
Change-272 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 165
Change-165 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 158
Change-158 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 114
Change-114 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 100
Change-100 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 97
Change-97 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 60
Change-60 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 11
Change-11 (-100%)
Value—
Quarry LP
N/A
Shares— from 11
Change-11 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED47,503,77746,998,433+505,344+1%$11.8B$12.4B+$598.8M2026-11-06
FMR LLC
DECREASED20,186,30020,773,786-587,486-3%$5.2B$5.3B+$53.0M2026-11-10
Bank of New York Mellon Corp
INCREASED15,028,01212,853,368+2,174,644+17%$3.2B$3.9B+$696.8M2026-11-05
Amundi
INCREASED11,720,44810,039,289+1,681,159+17%$2.5B$3.1B+$539.7M2026-11-06
Deutsche Bank Ag\
INCREASED11,124,25310,772,949+351,304+3%$2.7B$2.9B+$199.1M2026-11-06
Fisher Asset Management, LLC
INCREASED10,063,5399,497,970+565,569+6%$2.4B$2.6B+$242.5M2026-11-06
Nuveen, LLC
INCREASED9,735,0919,509,991+225,100+2%$2.4B$2.5B+$153.5M2026-11-10
Dimensional Fund Advisors LP
DECREASED6,637,8407,236,861-599,021-8%$1.8B$1.7B-$84.6M2026-11-04
Mirabaud Asset Management Ltd
INCREASED6,200,00011,588+6,188,412+53404%$2.9M$1.6B+$1.6B2026-11-09
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED4,596,8074,340,720+256,087+6%$1.1B$1.2B+$110.2M2026-11-05
Barclays PLC
DECREASED4,261,5085,015,515-754,007-15%$1.3B$1.1B-$147.3M2026-11-06
LPL Financial LLC
INCREASED4,142,7814,096,323+46,458+1%$1.0B$1.1B+$52.9M2026-11-06
PNC Financial Services Group, Inc.
INCREASED4,007,5504,007,446+1040%$1.0B$1.0B+$39.9M2026-11-06
Nordea Investment Management AB
DECREASED3,933,9754,805,342-871,367-18%$1.2B$1.0B-$169.3M2026-11-09
Sumitomo Mitsui Trust Group, Inc.
DECREASED3,828,1083,945,546-117,438-3%$992.9M$1.0B+$8.5M2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED3,706,1873,565,119+141,068+4%$897.1M$969.5M+$72.4M2026-10-20
DekaBank Deutsche Girozentrale
INCREASED3,333,8603,054,882+278,978+9%$648.7K$878.0M+$877.4M2026-10-27
Bank of Montreal
DECREASED3,214,9893,470,007-255,018-7%$873.2M$841.0M-$32.2M2026-11-09
Bessemer Group Inc
INCREASED2,956,2702,954,184+2,086+0%$743.4M$773.3M+$29.9M2026-11-09
Swedbank AB
INCREASED2,917,5062,634,628+282,878+11%$663.0M$763.2M+$100.2M2026-10-27
Bahl & Gaynor LLC
INCREASED2,681,7602,592,534+89,226+3%$652.4M$701.5M+$49.1M2026-11-05
Principal Financial Group Inc
DECREASED2,667,8782,684,208-16,330-1%$675.5M$697.9M+$22.4M2026-11-02
Citigroup Inc
INCREASED2,645,7542,327,207+318,547+14%$585.6M$692.1M+$106.5M2026-11-04
Truist Financial Corp
INCREASED2,579,5102,519,569+59,941+2%$634.0M$674.8M+$40.7M2026-10-30
US Bancorp \de\
DECREASED2,273,0312,295,401-22,370-1%$577.6M$594.6M+$17.0M2026-11-05
Fifth Third Bancorp
DECREASED2,119,5542,151,394-31,840-1%$541.4M$554.5M+$13.1M2026-11-05
Acadian Asset Management LLC
INCREASED2,027,7971,901,997+125,800+7%$478.6M$530.4M+$51.8M2026-11-09
Aberdeen Group plc
DECREASED2,013,7922,052,285-38,493-2%$516.4M$526.8M+$10.4M2026-11-06
HighTower Advisors, LLC
DECREASED1,958,5871,967,343-8,7560%$495.1M$512.3M+$17.3M2026-11-10
Assenagon Asset Management S.A.
DECREASED1,694,4192,097,882-403,463-19%$527.9M$443.2M-$84.7M2026-10-15
MacKenzie Financial Corp
DECREASED1,559,5011,707,786-148,285-9%$429.7M$407.9M-$21.8M2026-11-02
Russell Investments Group, Ltd.
DECREASED1,544,5501,621,115-76,565-5%$408.6M$404.3M-$4.3M2026-11-06
Eurizon Capital SGR S.p.A.
DECREASED1,414,0371,515,159-101,122-7%$382.3M$370.6M-$11.6M2026-11-06
Handelsbanken Fonder AB
INCREASED1,409,2421,362,464+46,778+3%$342.9M$368.6M+$25.8M2026-11-09
Cincinnati Insurance Co
UNCHANGED1,405,2001,405,20000%$353.6M$367.6M+$14.0M2026-11-03
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED1,376,6341,448,017-71,383-5%$358.3M$353.2M-$5.1M2026-11-10
Alecta Tjanstepension Omsesidigt
DECREASED1,355,6001,393,700-38,100-3%$350.1M$354.8M+$4.7M2026-11-02
New York State Teachers Retirement System
DECREASED1,322,9771,366,818-43,841-3%$343.9M$346.1M+$2.1M2026-10-22
Danske Bank A/S
DECREASED1,284,2351,316,850-32,615-2%$331.4M$335.9M+$4.6M2026-11-09
Blair William & Co
DECREASED1,276,4641,287,857-11,393-1%$324.1M$333.9M+$9.8M2026-11-10
Keybank National Association
INCREASED1,185,1541,184,894+260+0%$298.2M$310.0M+$11.9M2026-11-04
Creative Planning
INCREASED1,182,0591,126,243+55,816+5%$283.4M$309.2M+$25.8M2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED1,123,7341,176,312-52,578-4%$296.0M$294.0M-$2.0M2026-11-06
Storebrand Asset Management AS
INCREASED1,091,5031,078,470+13,033+1%$271.4M$285.5M+$14.1M2026-11-10
Guinness Asset Management LTD
DECREASED1,005,4501,042,337-36,887-4%$261.2M$263.0M+$1.8M2026-11-05
ProShare Advisors LLC
DECREASED942,5521,073,381-130,829-12%$270.1M$246.6M-$23.5M2026-10-29
Commonwealth Equity Services, LLC
DECREASED940,207975,105-34,898-4%$245.4M$245.9M+$573.4K2026-11-02
M&T Bank Corp
DECREASED929,741947,647-17,906-2%$238.5M$243.2M+$4.7M2026-11-10
Candriam S.C.A.
DECREASED895,7891,164,745-268,956-23%$292.8M$235.2M-$57.6M2026-11-03
Asset Management One Co., Ltd.
INCREASED855,263836,335+18,928+2%$210.5M$223.7M+$13.3M2026-10-27
B. Metzler seel. Sohn & Co. AG
DECREASED853,280867,621-14,341-2%$218.3M$223.2M+$4.9M2026-10-30
Vestor Capital, LLC
NEW803,636—+803,636——$38.9K—2026-11-04
Pictet Asset Management Holding SA
DECREASED788,026909,328-121,302-13%$228.8M$206.1M-$22.7M2026-11-03
Cardano Risk Management B.V.
INCREASED772,791569,015+203,776+36%$143.2M$202.2M+$59.0M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED763,184576,543+186,641+32%$117.4M$180.2M+$62.8M2026-10-13
King Luther Capital Management Corp
DECREASED754,463774,352-19,889-3%$194.9M$197.4M+$2.5M2026-11-05
Sepio Capital, LP
INCREASED749,451130,177+619,274+476%$32.8M$196.0M+$163.3M2026-10-22
FIL Ltd
INCREASED737,942677,123+60,819+9%$170.4M$193.0M+$22.6M2026-11-10
CIBC Asset Management Inc
DECREASED732,699747,319-14,620-2%$188.1M$191.7M+$3.6M2026-11-05
Hamlin Capital Management, LLC
DECREASED728,805738,590-9,785-1%$185.9M$190.6M+$4.8M2026-10-08
SEB Asset Management AB
DECREASED705,075838,323-133,248-16%$211.0M$184.4M-$26.5M2026-11-04
Lansforsakringar Fondforvaltning AB (publ)
INCREASED677,671583,795+93,876+16%$146.9M$177.3M+$30.4M2026-11-09
Strs Ohio
DECREASED672,482705,293-32,811-5%$177.5M$175.9M-$1.6M2026-10-30
Regions Financial Corp
DECREASED663,675678,425-14,750-2%$170.7M$173.6M+$2.9M2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED658,136656,778+1,358+0%$165.3M$172.2M+$6.9M2026-10-05
Great Lakes Advisors, LLC
INCREASED638,610564,465+74,145+13%$142.0M$167.1M+$25.0M2026-11-06
ABN Amro Investment Solutions
DECREASED625,941649,098-23,157-4%$163.3M$163.7M+$400.9K2026-10-21
Nykredit A/S
INCREASED623,539596,240+27,299+5%$150.0M$163.1M+$13.1M2026-11-06
Aegon Asset Management UK PLC
DECREASED609,145680,730-71,585-11%$171.3M$159.3M-$12.0M2026-11-04
KBC Group NV
DECREASED594,833672,932-78,099-12%$169.3M$155.6M-$13.7M2026-10-22
AGF Management LTD
DECREASED586,750652,937-66,187-10%$164.3M$153.5M-$10.8M2026-11-03
State of New Jersey Common Pension Fund D
DECREASED570,596571,914-1,3180%$143.9M$149.3M+$5.3M2026-11-05
Cincinnati Financial Corp
UNCHANGED566,800566,80000%$142.6M$148.3M+$5.6M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED565,400566,381-9810%$142.5M$147.9M+$5.4M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED543,272455,927+87,345+19%$115.0M$142.2M+$27.2M2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED537,976495,003+42,973+9%$124.6M$140.7M+$16.2M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED522,459515,359+7,100+1%$129.7M$136.7M+$7.0M2026-10-08
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED513,338543,225-29,887-5%$136.7M$134.3M-$2.4M2026-10-15
Everett Harris & Co
DECREASED509,046512,541-3,495-1%$129.0M$133.2M+$4.2M2026-10-28
Czech National Bank
INCREASED507,735502,897+4,838+1%$126.5M$132.8M+$6.3M2026-10-13
Artemis Investment Management LLP
INCREASED497,086482,591+14,495+3%$121.4M$130.0M+$8.6M2026-10-08
Arizona State Retirement System
INCREASED494,323490,797+3,526+1%$123.5M$129.3M+$5.8M2026-11-03
Donaldson Capital Management, LLC
INCREASED490,134485,608+4,526+1%$122.2M$128.2M+$6.0M2026-11-09
Allspring Global Investments Holdings, LLC
INCREASED488,725461,450+27,275+6%$115.9M$127.0M+$11.2M2026-11-04
Midwest Trust Co
DECREASED487,687489,495-1,8080%$123.2M$127.6M+$4.4M2026-10-22
Lido Advisors, LLC
INCREASED484,297459,683+24,614+5%$115.7M$126.7M+$11.0M2026-11-04
Banco Santander, S.A.
INCREASED473,135186,053+287,082+154%$46.8M$123.8M+$76.9M2026-11-10
Kestra Advisory Services, LLC
INCREASED472,246426,678+45,568+11%$107.4M$123.5M+$16.2M2026-11-02
M&G Plc
DECREASED467,539579,447-111,908-19%$146.0M$122.5M-$23.5M2026-11-04
Nisa Investment Advisors, LLC
DECREASED465,844485,528-19,684-4%$122.2M$121.9M-$318.1K2026-10-20
Sanders Capital, LLC
DECREASED462,723483,963-21,240-4%$121.8M$121.0M-$740.7K2026-11-02
ING Groep NV
INCREASED462,718452,394+10,324+2%$113.8M$121.0M+$7.2M2026-11-10
AustralianSuper Pty Ltd
INCREASED456,407426,658+29,749+7%$107.4M$119.4M+$12.0M2026-11-10
UniSuper Management Pty Ltd
INCREASED456,240369,817+86,423+23%$93.1M$119.3M+$26.3M2026-10-26
Swiss Life Asset Management Ltd
DECREASED450,737680,811-230,074-34%$171.3M$117.9M-$53.4M2026-11-03
State of Michigan Retirement System
DECREASED444,008452,408-8,400-2%$113.8M$116.1M+$2.3M2026-10-27
Glenview Trust Co
DECREASED422,202422,207-50%$106.2M$110.4M+$4.2M2026-10-28
IFM Investors Pty Ltd
INCREASED418,448405,580+12,868+3%$102.1M$109.5M+$7.4M2026-10-14
Thrivent Financial for Lutherans
INCREASED418,019391,576+26,443+7%$98.5M$109.3M+$10.8M2026-11-05
Calamos Advisors LLC
INCREASED406,639399,893+6,746+2%$100.6M$106.4M+$5.7M2026-11-02
TD Waterhouse Canada Inc.
INCREASED402,565366,299+36,266+10%$92.0M$104.7M+$12.8M2026-10-16
Vontobel Holding Ltd.
INCREASED401,527198,110+203,417+103%$49.9M$105.0M+$55.2M2026-10-16
Raiffeisen Bank International AG
INCREASED390,862379,931+10,931+3%$96.6M$102.9M+$6.3M2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED390,416390,237+179+0%$98.2M$102.1M+$3.9M2026-11-03
Berkshire Asset Management LLC
INCREASED381,521381,518+30%$96.0M$99.8M+$3.8M2026-11-10
Daiwa Securities Group Inc.
DECREASED376,261395,802-19,541-5%$99.6M$98.4M-$1.2M2026-10-29
Banque Pictet & CIE SA
DECREASED375,536409,324-33,788-8%$103.0M$98.2M-$4.8M2026-10-16
Welch Group, LLC
INCREASED372,315371,366+949+0%$93.5M$97.4M+$3.9M2026-10-29
Retirement Systems of Alabama
DECREASED370,579790,416-419,837-53%$198.9M$96.9M-$102.0M2026-11-04
Xponance LLC
INCREASED363,832350,912+12,920+4%$88.3M$95.2M+$6.9M2026-11-03
Mawer Investment Management Ltd.
DECREASED361,477431,246-69,769-16%$108.5M$94.6M-$14.0M2026-11-06
Achmea Investment Management B.V.
INCREASED359,368327,773+31,595+10%$82.5M$94.1M+$11.6M2026-10-30
Union Bancaire Privee, UBP SA
DECREASED356,903370,591-13,688-4%$86.2M$88.1M+$1.9M2026-11-04
Teachers Retirement System of the State of Kentucky
INCREASED343,501318,801+24,700+8%$80.2M$89.9M+$9.6M2026-11-10
Cullen T Bankers, Inc.
INCREASED342,796341,851+945+0%$86.0M$89.7M+$3.6M2026-10-28
Welch & Forbes LLC
DECREASED342,782345,978-3,196-1%$87.1M$89.7M+$2.6M2026-11-04
ZWJ Investment Counsel Inc
DECREASED334,519341,420-6,901-2%$85.9M$87.5M+$1.6M2026-10-15
J. Safra Sarasin Holding AG
DECREASED334,322342,816-8,494-2%$77.4M$76.0M-$1.4M2026-10-26
Bank Pictet & Cie (Europe) AG
DECREASED332,685393,597-60,912-15%$99.0M$87.0M-$12.0M2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED331,240339,179-7,939-2%$85.4M$86.6M+$1.3M2026-10-19
Neos Investment Management LLC
INCREASED330,937286,410+44,527+16%$72.1M$86.6M+$14.5M2026-11-04
Vaughan David Investments LLC
DECREASED326,568330,587-4,019-1%$83.2M$85.4M+$2.2M2026-11-05
BCV Asset Management Inc.
DECREASED326,431328,038-1,6070%$83.6M$85.7M+$2.1M2026-11-06
Capital Investment Advisors, LLC
DECREASED318,211334,747-16,536-5%$84.2M$83.2M-$995.1K2026-10-22
Rakuten Investment Management, Inc.
INCREASED317,156289,091+28,065+10%$73.5M$83.5M+$10.0M2026-10-30
Todd Asset Management LLC
INCREASED315,176282,442+32,734+12%$71.1M$82.4M+$11.4M2026-10-27
Eastern Bank
DECREASED314,245318,655-4,410-1%$80.2M$82.2M+$2.0M2026-10-05
Amalgamated Bank
DECREASED308,595316,843-8,248-3%$79.7M$80.7M+$995.0K2026-10-23
Savant Capital, LLC
INCREASED304,787205,994+98,793+48%$51.5M$79.7M+$28.2M2026-11-06
Miller Howard Investments Inc
DECREASED295,568396,657-101,089-25%$99.8M$77.3M-$22.5M2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED291,632324,551-32,919-10%$81.7M$76.3M-$5.4M2026-10-20
Gateway Investment Advisers LLC
DECREASED287,143304,186-17,043-6%$76.5M$75.1M-$1.4M2026-10-13
Florida Trust Wealth Management Co
INCREASED285,797283,274+2,523+1%$71.3M$74.8M+$3.5M2026-11-05
Allworth Financial LP
INCREASED274,949222,751+52,198+23%$56.1M$69.2M+$13.1M2026-11-06
MV Capital Management, Inc.
INCREASED272,413271,250+1,163+0%$68.3M$71.3M+$3.0M2026-10-29
Compagnie Lombard Odier SCmA
DECREASED271,387276,074-4,687-2%$69.5M$71.0M+$1.5M2026-11-04
Americana Partners, LLC
INCREASED268,612267,299+1,313+0%$67.3M$70.3M+$3.0M2026-10-28
OP Asset Management Ltd
INCREASED266,605197,569+69,036+35%$49.7M$69.7M+$20.0M2026-11-05
Letko, Brosseau & Associates Inc
DECREASED264,679270,009-5,330-2%$67.9M$69.2M+$1.3M2026-11-06
OFI Invest Asset Management
DECREASED261,001274,288-13,287-5%$60.8M$60.5M-$264.6K2026-11-06
Police & Firemen's Retirement System of New Jersey
DECREASED260,846265,220-4,374-2%$66.7M$68.2M+$1.5M2026-11-09
Natixis
DECREASED258,897267,055-8,158-3%$67.2M$67.7M+$523.1K2026-11-06
D.A. Davidson & Co.
INCREASED255,285243,700+11,585+5%$61.3M$66.8M+$5.5M2026-10-28
New York Life Investment Management LLC
DECREASED245,798246,242-4440%$62.0M$64.3M+$2.3M2026-11-04
Cardinal Capital Management, Inc.
DECREASED245,195273,719-28,524-10%$68.9M$64.1M-$4.7M2026-10-16
Migdal Insurance & Financial Holdings Ltd.
DECREASED244,444562,561-318,117-57%$141.6M$63.9M-$77.6M2026-11-09
State of Alaska, Department of Revenue
DECREASED226,864232,583-5,719-2%$58.5M$59.3M+$817.0K2026-10-15
SP Asset Management LLC
DECREASED225,066227,799-2,733-1%$57.3M$58.9M+$1.6M2026-11-05
Vest Financial, LLC
DECREASED224,688268,319-43,631-16%$67.5M$58.8M-$8.7M2026-10-21
Virginia Retirement Systems ET Al
DECREASED219,961267,461-47,500-18%$67.3M$57.5M-$9.8M2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
DECREASED219,900241,796-21,896-9%$60.7M$57.3M-$3.3M2026-10-22
Oregon Public Employees Retirement Fund
INCREASED217,304217,240+64+0%$54.7M$56.8M+$2.2M2026-10-30
Central Trust Co
DECREASED211,905215,195-3,290-2%$54.2M$55.4M+$1.3M2026-11-05
Fort Washington Investment Advisors Inc
INCREASED210,990208,716+2,274+1%$52.5M$55.2M+$2.7M2026-10-15
Sapient Capital LLC
INCREASED210,256196,236+14,020+7%$49.4M$55.0M+$5.6M2026-10-08
Harbour Investments, Inc.
DECREASED210,059221,662-11,603-5%$55.8M$54.9M-$829.6K2026-11-09
Kepler Cheuvreux (Suisse) SA
DECREASED207,937208,949-1,0120%$52.5M$54.4M+$1.9M2026-10-20
Wealthfront Advisers LLC
INCREASED201,052190,484+10,568+6%$47.9M$52.6M+$4.7M2026-11-09
ASR Vermogensbeheer N.V.
INCREASED200,907194,041+6,866+4%$48.8M$52.6M+$3.7M2026-10-16
Mutual of America Capital Management LLC
DECREASED199,799201,432-1,633-1%$50.7M$52.3M+$1.6M2026-10-23
Factory Mutual Insurance Co
INCREASED197,798186,250+11,548+6%$46.9M$51.7M+$4.9M2026-10-30
Argent Trust Co
DECREASED197,550198,148-5980%$49.9M$51.7M+$1.8M2026-11-09
Citizens Financial Group Inc
DECREASED196,701200,168-3,467-2%$50.4M$51.5M+$1.1M2026-10-23
Yousif Capital Management, LLC
DECREASED196,219202,369-6,150-3%$50.9M$51.3M+$404.7K2026-10-22
Bokf, NA
DECREASED194,835194,942-1070%$49.1M$51.0M+$1.9M2026-10-27
Atwood & Palmer Inc
DECREASED194,803195,763-9600%$49.3M$51.0M+$1.7M2026-10-08
Dana Investment Advisors, Inc.
INCREASED188,406157,662+30,744+20%$39.7M$49.3M+$9.6M2026-11-06
Scotia Capital Inc.
DECREASED187,361187,501-1400%$47.2M$49.0M+$1.8M2026-11-10
Meyer Handelman Co
INCREASED187,198183,536+3,662+2%$46.2M$49.0M+$2.8M2026-10-28
Oppenheimer Asset Management Inc.
INCREASED186,951177,881+9,070+5%$44.8M$48.9M+$4.1M2026-10-27
Pinnacle Associates LTD
DECREASED184,831186,566-1,735-1%$46.9M$48.3M+$1.4M2026-10-20
Inspirion Wealth Advisors, LLC
DECREASED184,157199,380-15,223-8%$50.1M$48.2M-$1.9M2026-10-09
Bridges Investment Management Inc
DECREASED181,902193,443-11,541-6%$48.7M$47.6M-$1.1M2026-11-10
Carnegie Investment Counsel
DECREASED181,501182,419-9180%$43.7M$45.2M+$1.5M2026-10-20
Verity & Verity, LLC
DECREASED178,347178,972-6250%$45.0M$46.7M+$1.6M2026-10-23
Oppenheimer & Co Inc
INCREASED176,114161,999+14,115+9%$40.8M$46.1M+$5.3M2026-10-26
Marble Harbor Investment Counsel, LLC
DECREASED175,944177,429-1,485-1%$44.6M$46.0M+$1.4M2026-11-06
Davenport & Co LLC
DECREASED174,968191,426-16,458-9%$48.2M$45.8M-$2.4M2026-10-14
Moody Lynn Lieberson & Walker, LLC
INCREASED173,972168,964+5,008+3%$42.5M$45.5M+$3.0M2026-10-14
Kestra Private Wealth Services, LLC
DECREASED173,709180,625-6,916-4%$45.5M$45.4M-$12.0K2026-11-06
LBP AM SA
DECREASED173,621283,892-110,271-39%$71.4M$45.4M-$26.0M2026-11-06
Franklin Street Advisors Inc
DECREASED173,141181,638-8,497-5%$45.7M$45.3M-$415.4K2026-10-13
LVM Capital Management LTD
DECREASED171,995172,974-979-1%$43.5M$45.0M+$1.5M2026-10-20
Adams Diversified Equity Fund, Inc.
DECREASED170,300172,800-2,500-1%$43.5M$44.5M+$1.1M2026-10-21
Adell Harriman & Carpenter Inc
DECREASED170,186170,667-4810%$42.9M$44.5M+$1.6M2026-11-02
Squarepoint Ops LLC
INCREASED169,69191,950+77,741+85%$23.1M$44.4M+$21.3M2026-11-09
Sterling Capital Management LLC
DECREASED169,132178,425-9,293-5%$44.9M$44.2M-$655.8K2026-10-22
Waycross Partners, LLC
INCREASED168,170167,931+239+0%$42.3M$44.0M+$1.7M2026-11-03
Illinois Municipal Retirement Fund
DECREASED167,335179,402-12,067-7%$45.1M$43.8M-$1.4M2026-11-05
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED165,770167,270-1,500-1%$42.0M$43.4M+$1.3M2026-10-21
HUB Investment Partners, LLC
INCREASED165,304158,806+6,498+4%$40.0M$43.2M+$3.3M2026-11-03
Smith Salley Wealth Management
INCREASED163,875159,074+4,801+3%$40.0M$42.9M+$2.8M2026-11-03
NFJ Investment Group, LLC
DECREASED161,282165,850-4,568-3%$41.7M$42.2M+$455.3K2026-11-09
Mesirow Financial Investment Management, Inc.
INCREASED160,933158,995+1,938+1%$40.0M$42.1M+$2.1M2026-11-05
Trust Co of Vermont
DECREASED160,893162,450-1,557-1%$40.9M$42.1M+$1.2M2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED160,675160,67500%$40.4M$42.0M+$1.6M2026-10-30
Atria Investments, Inc
INCREASED160,181154,317+5,864+4%$38.8M$41.9M+$3.1M2026-10-15
Patten & Patten Inc
DECREASED158,719161,030-2,311-1%$40.5M$41.5M+$997.8K2026-10-26
Alps Advisors Inc
INCREASED158,572146,723+11,849+8%$36.9M$41.5M+$4.6M2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED156,7145,312+151,402+2850%$1.3M$41.0M+$39.7M2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED155,837164,347-8,510-5%$41.4M$40.8M-$590.9K2026-10-05
Campbell Newman Asset Management Inc
INCREASED155,408154,908+500+0%$39.0M$40.7M+$1.7M2026-10-22
Conning Inc.
DECREASED155,344173,581-18,237-11%$43.7M$40.6M-$3.0M2026-10-27
HB Wealth Management, LLC
INCREASED152,446142,911+9,535+7%$36.0M$39.9M+$3.9M2026-10-23
Cornerstone Capital, Inc.
DECREASED151,329154,756-3,427-2%$38.9M$39.6M+$643.4K2026-11-10
Munich Reinsurance Co Stock Corp in Munich
DECREASED148,543157,348-8,805-6%$39.6M$38.9M-$737.7K2026-10-30
Jupiter Asset Management LTD
DECREASED148,389510,735-362,346-71%$128.5M$38.8M-$89.7M2026-11-10
Concurrent Investment Advisors, LLC
DECREASED148,161160,023-11,862-7%$40.3M$38.8M-$1.5M2026-10-16
Aviance Capital Partners, LLC
INCREASED147,345147,328+17+0%$37.1M$38.5M+$1.5M2026-10-29
Daymark Wealth Partners, LLC
INCREASED146,209130,459+15,750+12%$32.8M$38.2M+$5.4M2026-11-04
Apollon Wealth Management, LLC
INCREASED145,103122,381+22,722+19%$30.8M$38.0M+$7.2M2026-10-23
Mizuho Securities USA LLC
INCREASED144,268138,320+5,948+4%$34.8M$37.0M+$2.2M2026-11-09
Vise Technologies, Inc.
INCREASED143,948118,244+25,704+22%$29.8M$37.7M+$7.9M2026-10-29
Clifford Swan Investment Counsel LLC
DECREASED143,889145,173-1,284-1%$36.5M$37.6M+$1.1M2026-11-05
Crossmark Global Holdings, Inc.
INCREASED142,891129,445+13,446+10%$32.6M$37.4M+$4.8M2026-10-21
Kanawha Capital Management LLC
INCREASED142,364141,643+721+1%$35.6M$37.2M+$1.6M2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED141,048137,211+3,837+3%$34.5M$36.9M+$2.4M2026-10-16
Marco Investment Management LLC
DECREASED139,064139,569-5050%$35.1M$36.4M+$1.3M2026-11-09
Philadelphia Trust Co
DECREASED138,899150,654-11,755-8%$37.9M$36.3M-$1.6M2026-11-05
Assetmark, Inc
INCREASED137,689123,655+14,034+11%$31.1M$36.0M+$4.9M2026-10-21
Gulf International Bank (UK) Ltd
UNCHANGED137,221137,22100%$34.5M$35.9M+$1.4M2026-10-20
Private Wealth Partners, LLC
DECREASED136,374136,981-6070%$34.5M$35.7M+$1.2M2026-10-22
Tctc Holdings, LLC
DECREASED133,920134,017-970%$33.7M$35.0M+$1.3M2026-11-02
Mizuho Markets Cayman LP
NEW133,558—+133,558——$34.9M—2026-11-09
Salem Investment Counselors Inc
INCREASED133,470132,322+1,148+1%$33.3M$34.9M+$1.6M2026-10-13
Farther Finance Advisors, LLC
INCREASED132,821119,959+12,862+11%$30.2M$34.7M+$4.6M2026-10-08
Talbot Financial, LLC
INCREASED132,343131,696+647+0%$33.1M$34.6M+$1.5M2026-10-19
Lmcg Investments, LLC
DECREASED132,173139,806-7,633-5%$35.2M$34.6M-$605.7K2026-10-21
Exchange Traded Concepts, LLC
INCREASED131,688105,544+26,144+25%$26.6M$34.4M+$7.9M2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED131,410155,208-23,798-15%$39.1M$34.4M-$4.7M2026-10-22
UMB Bank, n.a.
INCREASED130,924120,590+10,334+9%$30.3M$34.2M+$3.9M2026-11-06
Level Four Advisory Services, LLC
DECREASED128,461135,146-6,685-5%$34.0M$33.6M-$404.2K2026-11-06
Compound Planning, Inc.
INCREASED127,179124,737+2,442+2%$31.4M$33.3M+$1.9M2026-11-09
Crestwood Advisors Group, LLC
INCREASED125,133122,966+2,167+2%$30.9M$32.7M+$1.8M2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED124,698128,509-3,811-3%$32.3M$32.6M+$281.8K2026-10-20
Romano Brothers and Company
DECREASED121,072123,458-2,386-2%$31.1M$31.7M+$604.2K2026-10-22
Tsfg, LLC
DECREASED120,995134,486-13,491-10%$33.8M$31.7M-$2.2M2026-10-23
First American Bank
DECREASED118,731119,744-1,013-1%$30.1M$31.1M+$926.5K2026-10-27
Cornerstone Advisors, LLC
UNCHANGED115,825115,82500%$29.1M$30.3M+$1.2M2026-11-06
Stack Financial Management, Inc
DECREASED115,388115,754-3660%$29.1M$30.2M+$1.1M2026-11-02
Old National Bancorp
DECREASED114,690126,179-11,489-9%$31.8M$30.0M-$1.7M2026-10-20
Merit Financial Group, LLC
INCREASED113,607108,652+4,955+5%$27.3M$29.7M+$2.4M2026-11-06
Choreo, LLC
INCREASED113,422105,320+8,102+8%$26.5M$29.7M+$3.2M2026-10-28
MGO One Seven LLC
DECREASED113,010114,011-1,001-1%$28.7M$29.6M+$872.7K2026-10-28
Synergy Asset Management, LLC
DECREASED112,778180,179-67,401-37%$45.3M$29.5M-$15.8M2026-11-05
Clearstead Advisors, LLC
INCREASED111,236111,021+215+0%$27.9M$29.1M+$1.2M2026-11-06
Cypress Capital Group
DECREASED110,774111,026-2520%$27.9M$29.0M+$1.0M2026-11-03
Letson Investment Management, Inc.
DECREASED110,305110,947-642-1%$27.9M$28.9M+$936.1K2026-11-05
Viking Fund Management LLC
UNCHANGED110,000110,00000%$27.7M$28.8M+$1.1M2026-10-14
Fisher Funds Management LTD
INCREASED108,94099,740+9,200+9%$25.1M$28.5M+$3.4M2026-10-13
Maryland State Retirement & Pension System
INCREASED108,18495,359+12,825+13%$24.0M$28.3M+$4.3M2026-11-05
PDS Planning, Inc
DECREASED107,947108,761-814-1%$27.4M$28.2M+$869.3K2026-11-03
Violich Capital Management, Inc.
DECREASED107,254109,254-2,000-2%$27.5M$28.1M+$563.9K2026-10-05
Grimes & Co Wealth Management, LLC
INCREASED104,631103,634+997+1%$26.1M$27.4M+$1.3M2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED103,09990,294+12,805+14%$22.7M$27.0M+$4.2M2026-10-21
Westchester Capital Management, Inc.
DECREASED102,053102,641-588-1%$25.8M$26.7M+$867.5K2026-10-23
Park Avenue Securities LLC
INCREASED101,82898,903+2,925+3%$24.9M$26.6M+$1.7M2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED101,592100,564+1,028+1%$25.1M$27.7M+$2.5M2026-10-13
Global X Japan Co., Ltd.
DECREASED100,578119,340-18,762-16%$30.0M$26.3M-$3.7M2026-10-21
Parsons Capital Management Inc
INCREASED100,18099,302+878+1%$25.0M$26.2M+$1.2M2026-10-28
Parallel Advisors, LLC
DECREASED99,828100,846-1,018-1%$25.4M$26.1M+$737.0K2026-11-03
Sound Income Strategies, LLC
INCREASED98,94396,903+2,040+2%$24.4M$27.0M+$2.6M2026-10-09
Park National Corp
DECREASED96,512103,283-6,771-7%$26.0M$25.2M-$743.5K2026-10-05
BAR Harbor Wealth Management
INCREASED95,08194,999+82+0%$23.9M$24.9M+$966.7K2026-10-21
Hartford Investment Management Co
DECREASED94,57897,628-3,050-3%$24.6M$24.7M+$173.5K2026-11-04
Asset Advisors Investment Management, LLC
DECREASED94,40294,611-2090%$23.8M$24.7M+$886.7K2026-10-19
Wendell David Associates Inc
DECREASED94,03896,228-2,190-2%$24.2M$24.6M+$384.0K2026-10-27
Perigon Wealth Management, LLC
DECREASED93,671111,476-17,805-16%$28.1M$24.5M-$3.5M2026-10-22
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED93,61293,61200%$23.6M$24.5M+$931.4K2026-11-09
Foster Victor Wealth Advisors, LLC
DECREASED93,54793,625-780%$22.9M$26.4M+$3.5M2026-10-21
Heritage Trust Co
DECREASED93,03494,857-1,823-2%$23.9M$24.3M+$467.0K2026-11-09
Ethic Inc.
INCREASED92,69783,563+9,134+11%$21.0M$24.2M+$3.2M2026-11-03
Intact Investment Management Inc.
DECREASED92,59095,230-2,640-3%$24.0M$24.2M+$256.9K2026-11-03
Woodstock Corp
DECREASED92,54392,705-1620%$23.3M$24.2M+$880.1K2026-10-13
Canal Insurance Co
UNCHANGED92,50092,50000%$23.3M$24.2M+$920.0K2026-10-20
Gryphon Financial Partners LLC
INCREASED92,16091,741+419+0%$23.1M$24.1M+$1.0M2026-11-04
Elevation Point Wealth Partners, LLC
DECREASED91,07192,097-1,026-1%$23.2M$23.8M+$653.5K2026-11-05
Fidelity National Financial, Inc.
UNCHANGED90,40090,40000%$22.7M$23.6M+$899.5K2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED89,33577,661+11,674+15%$19.5M$23.4M+$3.8M2026-10-26
Neville Rodie & Shaw Inc
INCREASED89,10088,895+205+0%$22.4M$23.3M+$939.0K2026-10-05
Generali Asset Management SPA SGR
INCREASED88,57581,938+6,637+8%$20.6M$23.2M+$2.6M2026-10-26
Brookstone Capital Management
DECREASED88,57591,033-2,458-3%$22.9M$23.2M+$263.0K2026-10-22
New Mexico Educational Retirement Board
UNCHANGED87,95587,95500%$22.1M$23.0M+$875.0K2026-11-05
Braun Stacey Associates Inc
INCREASED87,84987,528+321+0%$22.0M$23.0M+$954.9K2026-10-19
Louisiana State Employees Retirement System
DECREASED86,90090,300-3,400-4%$22.7M$22.7M+$9.1K2026-10-20
CWA Asset Management Group, LLC
INCREASED86,56886,259+309+0%$21.7M$22.6M+$939.2K2026-10-19
Farmers & Merchants Investments Inc
INCREASED86,18285,666+516+1%$21.6M$22.5M+$987.4K2026-10-22
Simplicity Wealth,LLC
INCREASED86,13981,682+4,457+5%$20.6M$22.5M+$2.0M2026-10-23
Anchor Investment Management, LLC
DECREASED86,02486,246-2220%$21.7M$22.5M+$800.0K2026-11-10
Modera Wealth Management, LLC
INCREASED85,86778,277+7,590+10%$19.7M$22.5M+$2.8M2026-10-28
Wedbush Securities Inc
DECREASED85,03488,306-3,272-4%$22.2M$22.2M+$23.0K2026-10-22
Baker Avenue Asset Management, LP
DECREASED84,10285,535-1,433-2%$21.5M$22.0M+$476.0K2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED83,93184,475-544-1%$21.3M$22.0M+$698.1K2026-10-13
Torray Investment Partners LLC
INCREASED83,37682,602+774+1%$20.8M$21.8M+$1.0M2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED82,33282,209+123+0%$20.7M$21.5M+$850.2K2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
DECREASED81,40681,986-580-1%$20.6M$21.3M+$664.0K2026-10-08
J.P. Marvel Investment Advisors, LLC
INCREASED80,38380,375+8+0%$20.2M$21.0M+$801.8K2026-11-02
Culbertson A N & Co Inc
INCREASED80,31180,166+145+0%$20.2M$21.0M+$835.6K2026-10-21
Meridian Wealth Management, LLC
INCREASED80,07177,358+2,713+4%$19.5M$20.9M+$1.5M2026-11-05
Eagle Global Advisors LLC
INCREASED79,60279,227+375+0%$19.9M$20.8M+$886.4K2026-11-02
Gradient Investments LLC
INCREASED79,28277,648+1,634+2%$19.5M$20.7M+$1.2M2026-10-08
SouthState Bank Corp
DECREASED78,04878,199-1510%$19.7M$20.4M+$738.6K2026-11-09
Bellecapital International Ltd.
INCREASED77,35175,615+1,736+2%$19.0M$20.2M+$1.2M2026-10-21
Great Valley Advisor Group, Inc.
DECREASED77,24577,720-475-1%$19.6M$20.2M+$648.7K2026-11-09
Griffin Asset Management, Inc.
DECREASED76,96178,095-1,134-1%$19.7M$20.1M+$480.5K2026-10-22
Harvey Investment Co LLC
UNCHANGED76,71976,71900%$19.3M$20.1M+$763.0K2026-10-20
BLB&B Advisors, LLC
DECREASED76,63880,824-4,186-5%$20.3M$20.0M-$290.9K2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED76,48676,014+472+1%$19.1M$20.0M+$879.8K2026-11-03
Sky Investment Group LLC
INCREASED76,44940,786+35,663+87%$10.3M$20.0M+$9.7M2026-10-30
Godsey & Gibb, Inc
INCREASED75,88174,257+1,624+2%$18.7M$19.8M+$1.2M2026-10-14
Leavell Investment Management, Inc.
INCREASED75,63274,935+697+1%$18.9M$19.8M+$928.2K2026-11-09
Busey Bank
INCREASED75,20374,669+534+1%$18.8M$19.7M+$882.6K2026-10-26
KCM Investment Advisors LLC
DECREASED75,13376,198-1,065-1%$19.2M$19.7M+$479.7K2026-10-27
Gamma Investing LLC
INCREASED75,06068,002+7,058+10%$17.1M$19.6M+$2.5M2026-10-08
Coldstream Capital Management Inc
INCREASED74,35873,209+1,149+2%$18.4M$19.5M+$1.0M2026-11-09
North Star Investment Management Corp.
INCREASED73,87273,803+69+0%$18.6M$19.3M+$752.4K2026-10-27
First Horizon Corp
DECREASED73,22773,329-1020%$18.5M$19.2M+$702.9K2026-10-26
Cornerstone Wealth Group, LLC
INCREASED73,18272,568+614+1%$18.3M$19.1M+$882.5K2026-11-02
Penobscot Investment Management Company, Inc.
DECREASED73,08377,452-4,369-6%$19.5M$19.1M-$372.2K2026-10-26
Payden & Rygel
DECREASED73,05073,250-2000%$18.4M$19.1M+$676.0K2026-10-28
Anchor Capital Advisors LLC
INCREASED72,63060,716+11,914+20%$15.3M$19.0M+$3.7M2026-11-05
J.W. Cole Advisors, Inc.
DECREASED72,62273,916-1,294-2%$18.6M$19.0M+$397.0K2026-11-05
Montag A & Associates Inc
INCREASED72,61372,344+269+0%$18.2M$19.0M+$790.1K2026-10-29
Middleton & Co Inc
DECREASED72,60675,213-2,607-3%$18.9M$19.0M+$66.4K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED72,59372,676-830%$18.3M$19.0M+$701.2K2026-11-03
Thompson Siegel & Walmsley LLC
UNCHANGED72,42672,42600%$18.2M$18.9M+$721.0K2026-11-05
American National Bank & Trust
DECREASED72,40677,067-4,661-6%$19.4M$18.9M-$452.1K2026-10-07
Cullinan Associates Inc
INCREASED72,34168,800+3,541+5%$17.3M$18.9M+$1.6M2026-11-03
Freestone Capital Holdings, LLC
INCREASED71,74065,869+5,871+9%$16.6M$18.8M+$2.2M2026-11-09
Genus Capital Management Inc.
INCREASED71,65426,668+44,986+169%$6.7M$18.7M+$12.0M2026-11-04
First National Trust Co
DECREASED71,44574,068-2,623-4%$18.6M$18.7M+$50.8K2026-10-28
Moors & Cabot, Inc.
INCREASED71,23370,717+516+1%$17.8M$18.6M+$838.5K2026-11-06
Pine Valley Investments Ltd Liability Co
DECREASED71,19372,077-884-1%$18.1M$18.6M+$485.9K2026-11-09
Mirador Capital Partners LP
INCREASED70,83468,762+2,072+3%$17.3M$18.5M+$1.2M2026-10-09
Canada Post Corp Registered Pension Plan
INCREASED69,59060,412+9,178+15%$15.2M$18.3M+$3.1M2026-11-09
LaFleur & Godfrey LLC
DECREASED69,57473,119-3,545-5%$18.4M$18.2M-$199.9K2026-10-27
Linscomb Wealth, Inc.
DECREASED69,51170,722-1,211-2%$17.8M$18.2M+$386.9K2026-11-05
EagleClaw Capital Managment, LLC
DECREASED68,96571,774-2,809-4%$18.1M$18.0M-$20.7K2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED68,77365,800+2,973+5%$16.6M$18.0M+$1.4M2026-10-26
Lynch & Associates
DECREASED68,43969,077-638-1%$17.4M$17.9M+$520.4K2026-10-13
Advocate Group LLC
DECREASED67,92375,067-7,144-10%$18.9M$17.8M-$1.1M2026-10-19
Fishman JAY A LTD
DECREASED67,70567,770-650%$17.1M$17.7M+$657.3K2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED66,95973,057-6,098-8%$18.4M$17.5M-$868.3K2026-10-22
Isthmus Partners, LLC
DECREASED66,64867,124-476-1%$16.9M$17.4M+$543.4K2026-10-21
Polaris Capital Management, LLC
DECREASED66,39471,264-4,870-7%$17.9M$17.4M-$564.9K2026-10-21
Diversify Wealth Management, LLC
INCREASED65,89964,821+1,078+2%$16.7M$18.7M+$2.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED65,89964,821+1,078+2%$16.7M$18.7M+$2.0M2026-10-20
Tema Etfs LLC
INCREASED65,45861,759+3,699+6%$15.5M$17.1M+$1.6M2026-10-16
Duncker Streett & Co Inc
DECREASED65,20465,323-1190%$16.4M$17.1M+$618.8K2026-10-27
Heritage Investors Management Corp
DECREASED65,18866,424-1,236-2%$16.7M$17.1M+$338.0K2026-10-29
Channing Capital Management, LLC
INCREASED65,06564,578+487+1%$16.3M$17.0M+$769.9K2026-11-02
Simplify Asset Management Inc.
DECREASED64,26264,461-1990%$16.2M$16.8M+$589.3K2026-10-27
Ascent Wealth Partners, LLC
DECREASED64,18464,219-350%$16.2M$16.8M+$629.8K2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED63,92663,757+169+0%$16.0M$16.7M+$678.5K2026-10-16
Toth Financial Advisory Corp
INCREASED63,88359,705+4,178+7%$15.0M$16.7M+$1.7M2026-10-08
Ibex Wealth Advisors
INCREASED63,74463,424+320+1%$16.0M$16.7M+$714.9K2026-11-06
E. Ohman J:or Asset Management AB
INCREASED63,66262,362+1,300+2%$15.7M$16.7M+$960.6K2026-10-22
Plato Investment Management Ltd
INCREASED62,76661,586+1,180+2%$15.4M$16.5M+$1.1M2026-11-05
Lowe Brockenbrough & Co Inc
INCREASED62,55229,181+33,371+114%$7.3M$16.4M+$9.0M2026-11-09
Goelzer Investment Management, Inc.
DECREASED62,36662,744-378-1%$15.8M$16.3M+$525.4K2026-10-16
Tectonic Advisors LLC
DECREASED62,35262,682-330-1%$15.8M$16.3M+$537.3K2026-10-22
Adams Asset Advisors, LLC
DECREASED62,33162,912-581-1%$15.8M$16.3M+$474.0K2026-10-08
Palisade Asset Management, LLC
DECREASED62,10962,276-1670%$15.7M$16.2M+$576.0K2026-11-03
Oak Grove Capital LLC
INCREASED61,75044,750+17,000+38%$11.3M$16.2M+$4.9M2026-10-09
Chicago Partners Investment Group LLC
INCREASED61,45959,244+2,215+4%$15.2M$17.6M+$2.3M2026-10-27
Jamison Private Wealth Management, Inc.
INCREASED61,43360,804+629+1%$15.3M$16.1M+$769.5K2026-10-14
Diversified Trust Co
DECREASED61,25768,165-6,908-10%$17.2M$16.0M-$1.1M2026-11-06
Fulton Breakefield Broenniman LLC
DECREASED61,07561,728-653-1%$15.5M$16.0M+$443.3K2026-11-03
Ritholtz Wealth Management
INCREASED60,87749,487+11,390+23%$12.5M$15.9M+$3.5M2026-11-05
KMG Fiduciary Partners, LLC
DECREASED60,69763,078-2,381-4%$15.9M$15.9M+$4.6K2026-10-14
Jacobs & Co
DECREASED60,38861,621-1,233-2%$15.5M$15.8M+$290.0K2026-10-09
American Assets Investment Management, LLC
UNCHANGED60,29460,29400%$15.2M$15.8M+$599.9K2026-10-30
Dynamic Advisor Solutions LLC
INCREASED60,27858,816+1,462+2%$14.8M$15.8M+$967.7K2026-10-13
Avantax Planning Partners, Inc.
DECREASED60,07961,376-1,297-2%$15.4M$15.7M+$271.5K2026-11-03
Greenleaf Trust
DECREASED60,04160,700-659-1%$15.3M$15.7M+$431.6K2026-10-29
Visionary Wealth Advisors
INCREASED60,01159,531+480+1%$15.0M$15.7M+$717.8K2026-11-04
Nippon Life Global Investors Americas, Inc.
INCREASED59,95042,080+17,870+42%$10.6M$15.7M+$5.1M2026-10-29
Signaturefd, LLC
INCREASED59,19256,627+2,565+5%$14.2M$15.5M+$1.2M2026-10-23
Belpointe Asset Management LLC
INCREASED59,01846,672+12,346+26%$11.7M$15.4M+$3.7M2026-11-09
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED58,79861,527-2,729-4%$15.5M$15.4M-$101.7K2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED58,738119,179-60,441-51%$25.9M$15.0M-$10.9M2026-10-29
SBI Securities Co., Ltd.
DECREASED58,42561,053-2,628-4%$15.4M$15.3M-$80.0K2026-10-22
Evergreen Capital Management LLC
INCREASED57,67251,916+5,756+11%$13.1M$15.1M+$2.0M2026-10-23
Quadrant Capital Group LLC
INCREASED57,03156,848+183+0%$14.3M$15.6M+$1.3M2026-10-20
First Merchants Corp
DECREASED56,94659,133-2,187-4%$14.9M$14.9M+$16.3K2026-10-15
TD Private Client Wealth LLC
DECREASED56,85868,085-11,227-16%$17.1M$14.9M-$2.3M2026-10-28
AIA Group Ltd
DECREASED56,22857,308-1,080-2%$14.4M$14.7M+$287.7K2026-10-30
Commonwealth Retirement Investments LLC
INCREASED56,17756,009+168+0%$14.1M$14.7M+$601.3K2026-10-26
Royal Fund Management, LLC
INCREASED56,00150,828+5,173+10%$12.8M$14.6M+$1.9M2026-10-22
Triglav Investments, D.O.O.
INCREASED56,00047,600+8,400+18%$12.0M$14.6M+$2.7M2026-11-06
Private Capital Advisors, Inc.
UNCHANGED55,90455,90400%$14.1M$14.6M+$556.2K2026-10-06
Bailard, Inc.
INCREASED55,71955,207+512+1%$13.9M$14.6M+$683.5K2026-10-13
Chicago Trust Co NA
INCREASED55,68155,260+421+1%$13.9M$14.6M+$660.0K2026-10-28
Burney Co/
INCREASED55,45645,639+9,817+22%$11.5M$14.5M+$3.0M2026-10-15
Sugar Maple Asset Management, LLC
DECREASED55,35556,269-914-2%$14.2M$14.5M+$320.8K2026-10-13
IFP Advisors, Inc
INCREASED54,86952,930+1,939+4%$13.3M$14.4M+$1.0M2026-10-16
Sigma Planning Corp
DECREASED54,70755,986-1,279-2%$14.1M$14.3M+$180.8K2026-10-23
Forum Financial Management, LP
DECREASED54,56154,689-1280%$13.8M$14.3M+$510.7K2026-10-16
First Citizens Bank & Trust Co
INCREASED54,54643,514+11,032+25%$10.9M$14.3M+$3.3M2026-10-14
Praxis Investment Management Inc
UNCHANGED54,50654,50600%$13.7M$14.3M+$542.0K2026-11-03
Bell Bank
INCREASED54,27853,948+330+1%$13.6M$14.2M+$623.1K2026-10-21
North Dakota State Investment Board
INCREASED54,22852,197+2,031+4%$13.1M$14.2M+$1.1M2026-10-27
Annex Advisory Services, LLC
INCREASED54,07654,007+69+0%$13.6M$14.1M+$555.4K2026-10-16
Tufton Capital Management
DECREASED52,88153,477-596-1%$13.5M$13.8M+$376.0K2026-10-20
Kintegral Advisory, LLC
INCREASED52,69152,394+297+1%$13.2M$13.8M+$599.0K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED52,57751,073+1,504+3%$12.9M$13.8M+$901.5K2026-10-22
Phoenix Financial Ltd.
INCREASED52,24447,441+4,803+10%$12.0M$11.8M-$139.2K2026-11-09
Nordwand Advisors, LLC
DECREASED52,19552,237-420%$13.1M$13.7M+$508.8K2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED51,35150,291+1,060+2%$12.7M$13.4M+$777.8K2026-11-04
Wealthcare Advisory Partners LLC
INCREASED51,31950,422+897+2%$12.7M$13.4M+$736.3K2026-10-21
Intech Investment Management LLC
INCREASED50,65346,148+4,505+10%$11.6M$13.3M+$1.6M2026-11-09
AlphaCore Capital LLC
INCREASED50,56845,476+5,092+11%$11.4M$13.2M+$1.8M2026-11-04
Independent Financial Group, LLC
INCREASED50,27747,935+2,342+5%$12.1M$13.2M+$1.1M2026-10-13
Carret Asset Management, LLC
DECREASED50,13450,635-501-1%$12.7M$13.1M+$372.6K2026-11-04
Alerus Financial NA
INCREASED50,06348,063+2,000+4%$12.1M$13.1M+$1.0M2026-11-09
Agate Pass Investment Management, LLC
DECREASED50,01254,306-4,294-8%$13.7M$13.1M-$582.9K2026-10-20
SVB Wealth LLC
DECREASED49,81255,432-5,620-10%$13.9M$13.0M-$918.8K2026-11-06
Mission Wealth Management, LP
DECREASED49,54169,052-19,511-28%$17.4M$13.0M-$4.4M2026-10-15
Valeo Financial Advisors, LLC
INCREASED49,26147,980+1,281+3%$12.1M$12.9M+$812.5K2026-10-08
NBT Bank, N.A.
DECREASED49,25249,973-721-1%$12.6M$12.9M+$308.6K2026-10-21
Wedmont Private Capital
INCREASED49,19943,731+5,468+13%$10.8M$13.4M+$2.6M2026-10-09
Fulton Bank, N.A.
DECREASED48,53252,406-3,874-7%$13.2M$12.7M-$492.0K2026-10-14
Elyxium Wealth, LLC
INCREASED48,48248,286+196+0%$12.2M$12.7M+$531.8K2026-10-27
Capital Investment Counsel, LLC
DECREASED48,39349,388-995-2%$12.4M$12.7M+$231.1K2026-10-14
Well Done, LLC
INCREASED48,38448,290+94+0%$12.2M$12.7M+$505.1K2026-10-20
Monarch Capital Management Inc
DECREASED48,32249,047-725-1%$12.3M$12.6M+$298.4K2026-10-19
Axxcess Wealth Management, LLC
DECREASED48,30987,916-39,607-45%$22.1M$12.6M-$9.5M2026-10-21
Sowell Financial Services LLC
INCREASED48,30144,316+3,985+9%$11.2M$12.6M+$1.5M2026-10-23
GF Fund Management Co. Ltd.
UNCHANGED48,25748,25700%$12.1M$12.6M+$480.2K2026-10-26
Burling Wealth Partners, LLC
DECREASED48,19149,282-1,091-2%$12.4M$12.6M+$205.2K2026-11-09
Kavar Capital Partners Group, LLC
INCREASED48,14747,061+1,086+2%$11.8M$12.6M+$752.5K2026-11-06
Verus Capital Partners, LLC
INCREASED48,14547,929+216+0%$12.1M$12.6M+$533.3K2026-11-03
SS&H Financial Advisors, Inc.
INCREASED48,09147,916+175+0%$12.1M$12.6M+$522.0K2026-10-28
Naples Global Advisors, LLC
DECREASED48,05848,122-640%$12.1M$12.6M+$462.0K2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED47,88851,835-3,947-8%$13.0M$12.5M-$516.7K2026-10-23
Granite Investment Partners, LLC
DECREASED47,86847,889-210%$12.1M$12.5M+$471.0K2026-11-04
Soltis Investment Advisors LLC
INCREASED47,70035,875+11,825+33%$9.0M$12.5M+$3.5M2026-10-28
Alpha Omega Wealth Management LLC
DECREASED47,65847,949-291-1%$12.1M$12.5M+$400.9K2026-10-23
Journey Advisory Group, LLC
DECREASED47,25447,472-2180%$11.9M$12.4M+$415.3K2026-11-04
Silver Lake Advisory, LLC
INCREASED47,23347,073+160+0%$11.8M$12.4M+$510.1K2026-10-22
Rossmore Private Capital
INCREASED46,94846,722+226+0%$11.8M$12.3M+$524.0K2026-10-27
Emerald Investment Advisers, LLC
INCREASED46,85545,889+966+2%$11.5M$12.3M+$709.3K2026-11-09
Picton Mahoney Asset Management
INCREASED46,83025,497+21,333+84%$6.4M$12.3M+$5.8M2026-11-09
Coastline Trust Co
DECREASED46,73848,854-2,116-4%$12.3M$12.2M-$67.4K2026-10-01
Benedict Financial Advisors Inc
DECREASED46,68147,038-357-1%$11.8M$12.2M+$374.7K2026-10-07
Hantz Financial Services, Inc.
INCREASED46,64345,381+1,262+3%$11.4M$12.2M+$781.0K2026-11-09
Community Bank, N.A.
DECREASED46,43547,008-573-1%$11.8M$12.1M+$317.4K2026-11-06
VestGen Advisors, LLC
DECREASED45,96247,682-1,720-4%$12.0M$12.0M+$24.5K2026-10-27
Securian Asset Management, Inc
DECREASED45,90246,949-1,047-2%$11.9M$12.0M+$59.5K2026-11-06
Integrated Advisors Network LLC
DECREASED45,62446,747-1,123-2%$11.8M$11.9M+$171.5K2026-10-20
High Net Worth Advisory Group LLC
DECREASED45,37045,390-200%$11.4M$11.9M+$446.5K2026-10-26
Searle & Co.
DECREASED45,20249,202-4,000-8%$12.4M$11.8M-$556.8K2026-11-04
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED45,20045,20000%$11.4M$11.8M+$449.7K2026-11-03
Trust Co of Toledo NA
INCREASED45,19044,986+204+0%$11.3M$11.8M+$501.0K2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED45,09450,099-5,005-10%$12.6M$11.8M-$810.8K2026-11-05
Oak Harvest Investment Services
INCREASED44,84440,120+4,724+12%$10.1M$11.7M+$1.6M2026-10-20
Red Spruce Capital, LLC
INCREASED44,56544,466+99+0%$11.2M$11.7M+$468.3K2026-10-07
WealthPlan Investment Management, LLC
DECREASED44,52247,636-3,114-7%$12.0M$11.6M-$340.6K2026-10-15
Lynch Asset Management, Inc.
DECREASED44,35045,350-1,000-2%$11.4M$11.6M+$189.6K2026-10-28
City Holding Co
INCREASED44,27143,975+296+1%$11.1M$11.6M+$514.5K2026-10-19
Iowa State Bank
DECREASED44,07945,266-1,187-3%$11.4M$11.5M+$139.9K2026-10-06
RFG Advisory, LLC
INCREASED44,07740,584+3,493+9%$10.2M$11.5M+$1.3M2026-11-03
Tarbox Family Office, Inc.
UNCHANGED43,62443,62400%$11.0M$11.4M+$434.1K2026-10-23
Windle Wealth, LLC
DECREASED43,58243,844-262-1%$11.0M$11.4M+$367.9K2026-11-09
Orange Investment Advisors, Inc.
DECREASED43,26545,583-2,318-5%$11.5M$11.3M-$152.7K2026-10-23
IFG Advisory, LLC
INCREASED43,13542,985+150+0%$10.8M$11.3M+$466.9K2026-11-09
Chase Investment Counsel Corp
INCREASED43,09930,025+13,074+44%$7.6M$11.3M+$3.7M2026-11-09
Overbrook Management Corp
DECREASED42,96844,279-1,311-3%$11.1M$11.2M+$97.6K2026-10-08
CX Institutional
DECREASED42,84378,286-35,443-45%$19.7M$11.2M-$8.5M2026-10-02
Strategic Advisors LLC
DECREASED42,73244,492-1,760-4%$11.2M$11.2M-$17.7K2026-10-13
Trifecta Capital Advisors, LLC
INCREASED42,55541,305+1,250+3%$10.4M$11.1M+$738.0K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED42,09339,051+3,042+8%$9.8M$11.0M+$1.2M2026-10-27
Geneos Wealth Management Inc.
INCREASED42,06240,073+1,989+5%$10.1M$11.0M+$918.9K2026-11-09
Whitener Capital Management, Inc.
INCREASED42,02941,935+94+0%$10.6M$11.0M+$442.0K2026-10-15
Community Bank & Trust, Waco, Texas
INCREASED41,96033,072+8,888+27%$8.3M$11.0M+$2.7M2026-10-19
TrueMark Investments, LLC
INCREASED41,87937,043+4,836+13%$9.3M$11.0M+$1.6M2026-11-05
Chicago Capital, LLC
INCREASED41,61340,087+1,526+4%$10.1M$10.9M+$798.0K2026-10-13
Mogy Joel R Investment Counsel Inc
DECREASED41,60141,919-318-1%$10.5M$10.9M+$333.9K2026-10-13
Burns J W & Co Inc
INCREASED41,22636,406+4,820+13%$9.2M$10.8M+$1.6M2026-10-20
Citizens National Bank Trust Department
DECREASED41,22041,402-1820%$10.4M$10.8M+$364.3K2026-11-04
Liberty Capital Management, Inc.
DECREASED41,21342,332-1,119-3%$10.7M$10.8M+$128.5K2026-11-02
First National Bank of Mount Dora, Trust Investment Services
DECREASED40,94342,339-1,396-3%$10.7M$10.7M+$56.1K2026-10-21
Baugh & Associates, LLC
INCREASED40,50137,494+3,007+8%$9.4M$9.5M+$16.3K2026-10-16
HighPoint Advisor Group LLC
INCREASED40,46638,942+1,524+4%$9.8M$10.6M+$786.1K2026-11-09
Sagespring Wealth Partners, LLC
INCREASED40,46239,038+1,424+4%$9.8M$10.6M+$760.9K2026-10-22
Independent Investors Inc
UNCHANGED40,27440,27400%$10.1M$10.5M+$400.7K2026-10-30
Badgley Phelps Wealth Managers, LLC
INCREASED39,84115,550+24,291+156%$3.9M$10.4M+$6.5M2026-10-22
AK Global Asset Management, LLC
UNCHANGED39,64539,64500%$10.0M$10.4M+$394.5K2026-10-27
Verdence Capital Advisors LLC
INCREASED39,62827,419+12,209+45%$6.9M$10.4M+$3.5M2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED39,37232,220+7,152+22%$8.2M$10.3M+$2.1M2026-10-13
M. Kraus & Co
DECREASED38,94139,056-1150%$9.8M$10.2M+$358.5K2026-10-20
WealthBridge Investment Counsel Inc.
DECREASED38,93139,036-1050%$9.8M$10.2M+$361.0K2026-10-13
Nicholas Company, Inc.
UNCHANGED38,79538,79500%$9.8M$10.1M+$386.0K2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED38,78758,412-19,625-34%$14.7M$10.1M-$4.6M2026-11-03
Blue Trust, Inc.
DECREASED38,45542,082-3,627-9%$10.6M$10.1M-$530.3K2026-10-15
Western Wealth Management, LLC
INCREASED38,33937,440+899+2%$9.4M$10.0M+$607.6K2026-11-09
VAN Strum & Towne Inc.
INCREASED38,21337,773+440+1%$9.5M$10.0M+$490.9K2026-11-06
Pacific Wealth Management
DECREASED38,03938,268-229-1%$9.6M$10.0M+$320.9K2026-10-05
Money Concepts Capital Corp
DECREASED38,00738,565-558-1%$9.7M$9.9M+$237.9K2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED37,98537,047+938+3%$9.3M$9.9M+$613.9K2026-10-23
Associated Banc-Corp
DECREASED37,83138,841-1,010-3%$9.8M$9.9M+$122.3K2026-10-30
Private Trust Co NA
DECREASED37,63837,952-314-1%$9.6M$9.8M+$295.5K2026-10-20
Gimbal Financial
INCREASED37,6023,034+34,568+1139%$763.4K$9.8M+$9.1M2026-10-19
YHB Investment Advisors, Inc.
INCREASED37,56537,440+125+0%$9.4M$9.8M+$405.2K2026-10-08
Fusion Capital, LLC
INCREASED37,54536,152+1,393+4%$9.1M$9.8M+$724.0K2026-10-28
Ascent Group, LLC
INCREASED37,48435,888+1,596+4%$9.0M$9.8M+$774.7K2026-10-30
Venture Visionary Partners LLC
DECREASED37,42338,688-1,265-3%$9.7M$9.8M+$54.1K2026-10-07
Biltmore Family Office, LLC
INCREASED37,19837,080+118+0%$9.3M$9.7M+$399.8K2026-11-03
Bouvel Investment Partners, LLC
DECREASED37,09337,712-619-2%$9.5M$9.7M+$213.3K2026-10-13
JLB & Associates Inc
DECREASED37,00137,301-300-1%$9.4M$9.3M-$75.5K2026-10-27
SteelPeak Wealth, LLC
DECREASED36,97137,009-380%$9.3M$9.7M+$358.2K2026-10-16
Confluence Wealth Services, Inc.
DECREASED36,94838,846-1,898-5%$9.8M$9.7M-$110.1K2026-11-05
Bonness Enterprises Inc
UNCHANGED36,90036,90000%$9.3M$9.7M+$367.2K2026-10-08
Nikulski Financial, Inc.
DECREASED36,88238,111-1,229-3%$9.6M$9.6M+$57.7K2026-11-06
iA Global Asset Management Inc.
INCREASED36,771783+35,988+4596%$197.0K$9.6M+$9.4M2026-10-29
GC Wealth Management RIA, LLC
DECREASED36,76137,102-341-1%$9.3M$9.6M+$280.0K2026-11-02
Avior Wealth Management, LLC
DECREASED36,33739,538-3,201-8%$9.9M$9.5M-$444.0K2026-10-13
Wesbanco Bank Inc
DECREASED36,32675,720-39,394-52%$19.1M$9.5M-$9.6M2026-11-04
Covea Finance
NEW36,300—+36,300——$9.5M—2026-10-21
Larson Financial Group LLC
INCREASED36,27835,918+360+1%$9.0M$9.5M+$451.6K2026-11-05
Richard C. Young & Co., Ltd.
INCREASED36,26735,810+457+1%$9.0M$9.5M+$476.0K2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED36,20735,331+876+2%$8.9M$9.5M+$580.8K2026-10-08
Stenger Family Office, LLC
INCREASED36,18933,496+2,693+8%$8.4M$9.9M+$1.5M2026-10-22
Beese Fulmer Investment Management, Inc.
INCREASED36,04135,935+106+0%$9.0M$9.4M+$373.5K2026-10-23
Bill Few Associates, Inc.
DECREASED36,02438,621-2,597-7%$9.7M$9.4M-$295.0K2026-10-09
Mather Group, Llc.
INCREASED35,88333,990+1,893+6%$8.6M$9.4M+$833.4K2026-10-14
Ascentis Independent Advisors
INCREASED35,861778+35,083+4509%$195.8K$9.4M+$9.2M2026-11-03
Stokes Capital Advisors, LLC
DECREASED35,79137,456-1,665-4%$9.4M$9.4M-$62.9K2026-10-09
Equitable Trust Co
INCREASED35,71635,598+118+0%$9.0M$9.3M+$385.1K2026-10-13
Greatmark Investment Partners, Inc.
DECREASED35,69236,732-1,040-3%$9.2M$9.3M+$93.4K2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED35,65135,65100%$9.0M$9.0M$02026-10-15
Tompkins Financial Corp
INCREASED35,52435,368+156+0%$8.9M$9.3M+$392.7K2026-10-05
Bdf-Gestion
DECREASED35,50340,006-4,503-11%$2.1M$9.3M+$7.2M2026-10-19
Pathway Financial Advisers, LLC
INCREASED35,49834,586+912+3%$8.7M$9.3M+$582.6K2026-10-27
Eastover Investment Advisors LLC
DECREASED35,49735,999-502-1%$9.1M$9.3M+$226.9K2026-10-05
NTV Asset Management LLC
INCREASED35,28635,144+142+0%$8.8M$9.2M+$386.8K2026-10-23
Schmidt P J Investment Management Inc
INCREASED35,21533,957+1,258+4%$8.5M$9.2M+$667.0K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED35,15235,075+77+0%$8.8M$9.2M+$372.0K2026-10-30
Clarity Wealth Advisors, LLC
INCREASED35,02534,503+522+2%$8.7M$9.2M+$479.8K2026-10-21
Frank, Rimerman Advisors LLC
INCREASED34,63434,526+108+0%$8.7M$9.1M+$371.8K2026-10-16
Sigma Investment Counselors Inc
INCREASED34,53731,238+3,299+11%$7.9M$9.0M+$1.2M2026-10-27
Koshinski Asset Management, Inc.
DECREASED34,50434,655-1510%$8.7M$9.0M+$305.5K2026-10-29
Thompson Investment Management, Inc.
DECREASED34,50134,736-235-1%$8.7M$9.0M+$284.2K2026-10-14
Procyon Advisors, LLC
INCREASED34,46232,392+2,070+6%$8.2M$9.0M+$863.9K2026-10-21
Generate Investment Management Ltd
DECREASED34,18855,571-21,383-38%$14.0M$8.9M-$5.0M2026-10-14
Oak Asset Management, LLC
DECREASED34,16935,099-930-3%$8.8M$8.9M+$106.0K2026-10-13
Herold Advisors, Inc.
DECREASED34,10735,123-1,016-3%$8.8M$8.9M+$88.0K2026-10-19
Financial & Tax Architects, LLC
DECREASED33,93534,555-620-2%$8.7M$8.9M+$181.5K2026-10-15
Appleton Partners Inc
DECREASED33,90434,054-1500%$8.6M$8.9M+$300.0K2026-10-30
Matrix Asset Advisors Inc
DECREASED33,89639,070-5,174-13%$9.8M$8.9M-$964.9K2026-10-13
Columbia Asset Management
DECREASED33,79034,525-735-2%$8.7M$8.8M+$151.2K2026-10-19
Fiduciary Alliance LLC
INCREASED33,77121,965+11,806+54%$5.5M$8.8M+$3.3M2026-10-13
Capital City Trust Co
DECREASED33,74034,427-687-2%$8.7M$8.8M+$162.8K2026-10-22
Lake Street Private Wealth, LLC
DECREASED33,66334,175-512-1%$8.6M$8.8M+$206.1K2026-10-22
Brighton Jones LLC
INCREASED33,51933,304+215+1%$8.4M$8.8M+$387.6K2026-11-03
Private Management Group Inc
DECREASED33,51833,546-280%$8.4M$8.8M+$326.5K2026-11-04
Community Financial Services Group, LLC
DECREASED33,46333,749-286-1%$8.5M$8.7M+$225.0K2026-10-15
Legacy Private Trust Co.
INCREASED33,36133,151+210+1%$8.3M$8.7M+$384.8K2026-10-06
B.A. Schrock Wealth Management, Inc.
NEW33,286—+33,286——$8.7M—2026-10-15
Independence Bank of Kentucky
DECREASED33,27133,967-696-2%$8.5M$8.7M+$155.9K2026-10-26
StoneX Group Inc.
INCREASED33,26332,707+556+2%$8.2M$8.7M+$475.7K2026-11-03
New Hampshire Trust
DECREASED33,23033,795-565-2%$8.5M$8.7M+$188.5K2026-10-20
Howard Capital Management, LLC
INCREASED33,19432,751+443+1%$8.2M$8.7M+$441.6K2026-10-16
Boothe Investment Group, Inc.
INCREASED32,89531,708+1,187+4%$8.0M$8.6M+$626.0K2026-10-22
Jacobi Capital Management LLC
INCREASED32,87132,674+197+1%$8.2M$8.6M+$376.8K2026-11-05
James Investment Research, Inc.
DECREASED32,79234,143-1,351-4%$8.6M$8.6M-$13.7K2026-10-22
Principle Wealth Partners LLC
INCREASED32,49732,482+15+0%$8.2M$8.5M+$327.1K2026-11-02
Arete Wealth Advisors, LLC
INCREASED32,39431,600+794+3%$8.0M$8.5M+$542.9K2026-11-09
WP Advisors, LLC
DECREASED32,29832,382-840%$8.1M$8.4M+$300.4K2026-10-22
Charles Schwab Trust Co
INCREASED32,24931,692+557+2%$8.0M$8.4M+$461.0K2026-10-15
Highland Capital Management, LLC
DECREASED31,97543,576-11,601-27%$11.0M$8.4M-$2.6M2026-10-26
RWQ Financial Management Services, Inc.
DECREASED31,96554,700-22,735-42%$13.8M$8.4M-$5.4M2026-10-19
Rockline Wealth Management, LLC
DECREASED31,95032,458-508-2%$8.2M$8.4M+$189.9K2026-10-26
Strategic Wealth Investment Group, LLC
DECREASED31,86537,016-5,151-14%$9.3M$8.3M-$979.1K2026-10-29
Natural Investments, LLC
DECREASED31,76033,331-1,571-5%$8.4M$8.3M-$78.8K2026-11-06
Clear Harbor Asset Management, LLC
INCREASED31,45527,214+4,241+16%$6.8M$8.2M+$1.4M2026-11-05
Smithfield Trust Co
DECREASED31,39531,546-1510%$7.9M$8.2M+$271.0K2026-11-09
Pittenger & Anderson Inc
INCREASED31,30629,986+1,320+4%$7.5M$8.2M+$643.7K2026-11-02
Harrell Investment Partners, LLC
DECREASED31,10831,506-398-1%$7.9M$8.1M+$209.5K2026-10-15
Columbus Macro, LLC
INCREASED31,06330,821+242+1%$7.8M$8.1M+$369.8K2026-10-14
Azzad Asset Management Inc
DECREASED31,06231,610-548-2%$8.0M$8.1M+$171.3K2026-11-04
Citizens Business Bank
INCREASED30,77530,391+384+1%$7.6M$8.1M+$402.8K2026-11-09
Smithbridge Asset Management Inc
INCREASED30,75029,215+1,535+5%$7.4M$8.0M+$692.2K2026-10-19
Quartz Partners, LLC
INCREASED30,7468,106+22,640+279%$2.0M$8.0M+$6.0M2026-11-03
Oliver Luxxe Assets LLC
DECREASED30,72531,485-760-2%$7.9M$8.0M+$114.5K2026-10-14
Consolidated Investment Group LLC
UNCHANGED30,65030,65000%$7.7M$8.0M+$305.0K2026-11-04
Penn Davis Mcfarland Inc
DECREASED30,58030,630-500%$7.7M$8.0M+$291.7K2026-10-23
Kimelman & Baird, LLC
DECREASED30,55630,656-1000%$7.7M$8.0M+$278.9K2026-11-03
West Branch Capital LLC
INCREASED30,45730,433+24+0%$7.7M$8.0M+$308.9K2026-10-20
Laurel Wealth Advisors LLC
DECREASED29,93730,317-380-1%$7.6M$7.8M+$202.4K2026-10-27
Atlas Brown,Inc.
DECREASED29,91730,004-870%$7.6M$7.8M+$275.9K2026-10-09
Pinkerton Wealth, LLC
INCREASED29,83728,974+863+3%$6.3M$7.8M+$1.5M2026-10-29
Parkside Financial Bank & Trust
INCREASED29,83429,261+573+2%$7.4M$7.8M+$440.9K2026-10-27
Kornitzer Capital Management Inc
DECREASED29,68531,538-1,853-6%$7.9M$7.8M-$170.9K2026-11-03
Davidson Trust Co
DECREASED29,63433,886-4,252-13%$8.5M$7.8M-$775.1K2026-10-09
Howland Capital Management LLC
DECREASED29,59029,636-460%$7.5M$7.7M+$282.8K2026-10-22
Montecito Bank & Trust
INCREASED29,49829,468+30+0%$7.4M$7.7M+$301.1K2026-10-01
Guardian Wealth Management, Inc.
INCREASED29,30529,040+265+1%$7.3M$7.7M+$358.3K2026-10-30
Waldron Private Wealth LLC
DECREASED29,20129,274-730%$7.4M$7.6M+$272.2K2026-11-02
Vista Investment Partners LLC
INCREASED29,14529,128+17+0%$7.3M$7.6M+$294.3K2026-10-08
Symphony Financial, Ltd. Co.
INCREASED29,13726,093+3,044+12%$6.6M$7.7M+$1.1M2026-10-22
Boyd Watterson Asset Management LLC
INCREASED29,04723,588+5,459+23%$5.9M$7.6M+$1.7M2026-11-06
True Freedom Investing, LLC
INCREASED29,02427,808+1,216+4%$6.0M$7.6M+$1.5M2026-10-29
TrustBank
DECREASED28,90531,187-2,282-7%$7.8M$7.6M-$286.6K2026-10-20
Churchill Financial Advisors, LLC
INCREASED28,90428,504+400+1%$7.2M$7.6M+$388.3K2026-10-20
German American Bancorp, Inc.
INCREASED28,72728,337+390+1%$7.1M$7.5M+$384.0K2026-11-10
Radnor Capital Management, LLC
DECREASED28,41928,539-1200%$7.2M$7.4M+$252.6K2026-10-23
Profund Advisors LLC
INCREASED28,41726,168+2,249+9%$6.6M$7.4M+$848.7K2026-10-29
Forvis Mazars Wealth Advisors, LLC
INCREASED28,35428,316+38+0%$7.1M$7.4M+$291.6K2026-10-13
Pekin Hardy Strauss, Inc.
DECREASED28,29328,681-388-1%$7.2M$7.4M+$184.0K2026-11-02
Hengehold Capital Management LLC
DECREASED28,28328,404-1210%$7.1M$7.4M+$250.8K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED28,28128,893-612-2%$7.3M$7.4M+$127.2K2026-10-26
Patrick Mauro Investment Advisor, Inc.
DECREASED28,19431,042-2,848-9%$7.8M$7.4M-$386.2K2026-11-06
Southland Equity Partners LLC
DECREASED28,18428,242-580%$7.1M$7.4M+$265.7K2026-10-14
Washington Trust Co
DECREASED28,17128,765-594-2%$7.2M$7.4M+$130.9K2026-10-22
Lockheed Martin Investment Management Co
DECREASED28,16041,130-12,970-32%$10.3M$7.4M-$3.0M2026-11-04
First Pacific Financial
INCREASED28,14427,850+294+1%$7.0M$7.4M+$354.1K2026-10-14
ARS Investment Partners, LLC
DECREASED28,03328,118-850%$7.1M$7.3M+$257.5K2026-11-05
Greg Jennings, LLC
NEW27,954—+27,954——$7.3M—2026-10-19
Brown, Lisle Ings, Inc.
DECREASED27,95328,996-1,043-4%$7.3M$7.3M+$15.7K2026-10-16
United Capital Management of KS, Inc.
DECREASED27,94828,038-900%$7.1M$7.3M+$255.4K2026-11-04
Cheviot Value Management, LLC
DECREASED27,75227,894-142-1%$7.0M$7.3M+$240.4K2026-11-09
Raub Brock Capital Management LP
DECREASED27,74363,763-36,020-56%$16.0M$7.3M-$8.8M2026-10-21
Bellwether Advisors, LLC
DECREASED27,70829,305-1,597-5%$7.4M$7.2M-$126.2K2026-11-09
Cherry Creek Investment Advisors, Inc.
INCREASED27,67427,564+110+0%$6.9M$7.2M+$303.0K2026-10-14
Valley Wealth Managers, Inc.
INCREASED27,60227,537+65+0%$6.9M$7.2M+$291.0K2026-10-09
Nichols & Pratt Advisers LLP
INCREASED27,58424,617+2,967+12%$6.2M$7.2M+$975.3K2026-10-13
Nwam LLC
INCREASED27,55727,356+201+1%$6.9M$7.2M+$324.6K2026-11-09
BankPlus Trust Department
INCREASED27,50826,903+605+2%$6.8M$7.2M+$425.9K2026-11-06
Fortis Capital Advisors, LLC
INCREASED27,41616,124+11,292+70%$4.1M$7.2M+$3.1M2026-11-09
Hennessy Advisors Inc
UNCHANGED27,30027,30000%$6.9M$7.1M+$271.6K2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED27,07128,533-1,462-5%$7.2M$7.1M-$100.7K2026-10-15
RED Cedar Investment Management, LLC
UNCHANGED27,04627,04600%$6.8M$7.1M+$269.1K2026-11-04
Altrius Capital Management Inc
INCREASED27,03926,453+586+2%$6.7M$7.1M+$416.4K2026-11-05
Guyasuta Investment Advisors Inc
DECREASED27,02028,312-1,292-5%$7.1M$7.1M-$56.2K2026-10-15
Legacy CG, LLC
DECREASED26,95828,096-1,138-4%$7.1M$7.1M-$18.1K2026-10-30
Sitrin Capital Management LLC
DECREASED26,92627,088-162-1%$6.8M$7.0M+$227.1K2026-10-19
Reynders McVeigh Capital Management, LLC
DECREASED26,81629,167-2,351-8%$7.3M$7.0M-$325.2K2026-10-30
Caldwell Trust Co
DECREASED26,77127,070-299-1%$6.8M$7.0M+$191.1K2026-10-30
Princeton Global Asset Management LLC
INCREASED26,73426,493+241+1%$6.7M$7.0M+$326.7K2026-10-21
First Financial Bank - Trust Division
INCREASED26,72925,875+854+3%$6.5M$7.0M+$480.9K2026-10-01
AlTi Global, Inc.
INCREASED26,66217,917+8,745+49%$4.5M$7.0M+$2.5M2026-11-09
Patrick M Sweeney & Associates, Inc
INCREASED26,61326,600+13+0%$6.7M$7.0M+$268.1K2026-10-22
Signal Advisors Wealth, LLC
INCREASED26,59822,938+3,660+16%$5.8M$7.0M+$1.2M2026-10-13
Ascentis Wealth Management, LLC
INCREASED26,27624,100+2,176+9%$6.1M$6.9M+$809.4K2026-11-03
Hudson Edge Investment Partners Inc.
DECREASED26,21530,279-4,064-13%$7.6M$6.9M-$761.8K2026-10-28
apricus wealth, LLC
DECREASED26,19426,234-400%$6.6M$6.9M+$250.6K2026-10-26
Jericho Financial, LLP
DECREASED26,07026,098-280%$6.6M$6.8M+$252.4K2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED26,04627,498-1,452-5%$6.9M$6.8M-$106.3K2026-10-20
CFM Wealth Partners LLC
DECREASED26,03626,216-180-1%$6.6M$6.8M+$213.8K2026-11-05
Boston Trust Walden Corp
DECREASED25,87826,059-181-1%$6.6M$6.8M+$211.9K2026-10-30
Asset One Wealth Management LLC
INCREASED25,83821,235+4,603+22%$5.2M$6.8M+$1.6M2026-11-02
Integrity Alliance, Llc.
INCREASED25,78424,957+827+3%$6.3M$6.7M+$464.8K2026-10-29
Everhart Financial Group, Inc.
INCREASED25,78225,328+454+2%$6.4M$6.7M+$370.7K2026-10-08
DE Burlo Group Inc
DECREASED25,63926,039-400-2%$6.6M$6.7M+$154.5K2026-11-05
New England Research & Management, Inc.
INCREASED25,54424,774+770+3%$6.2M$6.7M+$447.9K2026-10-16
Canandaigua National Bank & Trust Co
DECREASED25,53227,540-2,008-7%$6.9M$6.7M-$251.3K2026-10-07
Shepherd Financial Partners LLC
DECREASED25,52225,552-300%$6.4M$6.7M+$246.3K2026-11-03
Rockland Trust Co
DECREASED25,48225,770-288-1%$6.5M$6.7M+$181.1K2026-10-05
Raab & Moskowitz Asset Management LLC
DECREASED25,44425,628-184-1%$6.4M$6.7M+$206.9K2026-11-02
Csenge Advisory Group
INCREASED25,42625,158+268+1%$6.3M$6.7M+$320.6K2026-11-04
Zega Investments, LLC
DECREASED25,41125,513-1020%$6.4M$6.6M+$227.2K2026-11-04
William B. Walkup & Associates, Inc.
DECREASED25,31325,392-790%$6.4M$6.6M+$232.0K2026-11-05
LVW Advisors, LLC
INCREASED25,24619,932+5,314+27%$5.0M$6.6M+$1.6M2026-10-19
Birch Hill Investment Advisors LLC
DECREASED25,22425,459-235-1%$6.4M$6.6M+$191.8K2026-10-16
OMC Financial Services LTD
DECREASED25,06453,770-28,706-53%$13.5M$6.6M-$7.0M2026-10-19
Founders Capital Management
DECREASED25,03125,101-700%$6.3M$6.5M+$231.4K2026-10-13
DT Investment Partners, LLC
UNCHANGED25,00625,00600%$6.3M$6.5M+$248.8K2026-10-27
Hennion & Walsh Asset Management, Inc.
INCREASED25,00223,832+1,170+5%$6.0M$6.5M+$543.2K2026-10-13
True Private Wealth Advisors
INCREASED24,89824,787+111+0%$6.2M$6.5M+$275.9K2026-10-19
Investment Advisory Services Inc
INCREASED24,85924,722+137+1%$6.2M$6.5M+$281.8K2026-10-27
Compass Wealth Management LLC
DECREASED24,80125,828-1,027-4%$6.5M$6.5M-$11.7K2026-10-22
Kerusso Capital Management LLC
INCREASED24,78622,511+2,275+10%$5.7M$6.5M+$819.1K2026-10-27
Kendall Capital Management
DECREASED24,73824,818-800%$6.2M$6.5M+$226.0K2026-10-23
Woodley Farra Manion Portfolio Management Inc
INCREASED24,63223,610+1,022+4%$5.9M$6.4M+$502.3K2026-11-05
Boit C F David
UNCHANGED24,60024,60000%$6.2M$6.4M+$244.8K2026-10-29
Trilogy Capital Inc.
INCREASED24,47723,338+1,139+5%$5.9M$6.4M+$530.1K2026-10-20
LMG Wealth Partners, LLC
INCREASED24,44924,080+369+2%$6.1M$6.4M+$336.2K2026-11-05
Bath Savings Trust Co
INCREASED24,33722,751+1,586+7%$5.7M$6.4M+$641.3K2026-10-07
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED24,27726,716-2,439-9%$6.7M$6.4M-$372.3K2026-10-14
CFS Investment Advisory Services, LLC
INCREASED24,25224,175+77+0%$6.3M$6.5M+$156.4K2026-10-19
AMF Tjanstepension AB
DECREASED24,11930,909-6,790-22%$7.8M$6.3M-$1.5M2026-10-22
Prosperitas Financial LLC
INCREASED23,97722,314+1,663+7%$5.6M$6.3M+$657.0K2026-10-28
Edmp, Inc.
DECREASED23,96924,495-526-2%$6.2M$6.3M+$106.0K2026-10-22
ICW Investment Advisors LLC
DECREASED23,95624,328-372-2%$6.1M$6.3M+$144.8K2026-10-27
Capricorn Fund Managers Ltd
DECREASED23,92627,397-3,471-13%$6.9M$6.3M-$635.4K2026-11-03
First City Capital Management, Inc.
DECREASED23,79424,295-501-2%$6.1M$6.2M+$110.7K2026-10-27
Chatham Capital Group, Inc.
DECREASED23,79125,486-1,695-7%$6.4M$6.2M-$189.8K2026-10-16
Meridian Investment Counsel Inc.
DECREASED23,76425,506-1,742-7%$6.4M$6.2M-$201.9K2026-10-14
McKinley Carter Wealth Services, Inc.
INCREASED23,74523,623+122+1%$5.9M$6.2M+$267.0K2026-10-16
Generali Investments, Management Co LLC
DECREASED23,72529,767-6,042-20%$7.5M$6.2M-$1.3M2026-10-19
Tennessee Valley Asset Management Partners
DECREASED23,60023,808-208-1%$6.0M$6.2M+$182.4K2026-11-03
Sage Capital Advisors,llc
INCREASED23,55223,456+96+0%$5.9M$6.2M+$258.4K2026-10-13
Hunter Associates Investment Management LLC
INCREASED23,48823,181+307+1%$5.8M$6.1M+$315.0K2026-10-26
Apella Capital, LLC
INCREASED23,47720,565+2,912+14%$5.2M$6.4M+$1.1M2026-10-08
Altfest L J & Co Inc
DECREASED23,44825,963-2,515-10%$6.5M$6.1M-$399.6K2026-10-27
Levin Capital Strategies, L.P.
DECREASED23,41127,460-4,049-15%$6.9M$6.1M-$785.6K2026-11-02
Investmark Advisory Group LLC
INCREASED23,35523,094+261+1%$5.8M$6.1M+$298.3K2026-10-27
Globalt Investments LLC / GA
DECREASED23,35124,065-714-3%$6.1M$6.1M+$52.5K2026-10-27
Nations Financial Group Inc,
INCREASED23,27721,335+1,942+9%$5.4M$6.1M+$720.2K2026-11-05
Angeles Wealth Management, LLC
DECREASED23,27423,439-165-1%$5.9M$6.1M+$190.1K2026-10-26
Moneco Advisors, LLC
INCREASED23,25822,944+314+1%$5.8M$6.1M+$310.4K2026-11-05
Claro Advisors Inc.
DECREASED23,25623,282-260%$5.9M$6.1M+$224.8K2026-11-02
Nelson Capital Management, LLC
DECREASED23,12823,345-217-1%$5.9M$6.1M+$175.5K2026-11-09
Cornell Pochily Investment Advisors, Inc.
DECREASED23,10224,344-1,242-5%$6.1M$6.0M-$82.7K2026-10-19
Valley Brook Capital Group, Inc.
DECREASED23,09923,146-470%$5.8M$6.0M+$217.9K2026-10-26
Investment House LLC
DECREASED22,86445,938-23,074-50%$11.6M$6.0M-$5.6M2026-10-21
Canal Capital Management, LLC
INCREASED22,8294,890+17,939+367%$1.2M$6.0M+$4.7M2026-11-10
Founders Capital Management, LLC
UNCHANGED22,82322,82300%$5.7M$6.0M+$227.1K2026-10-23
Impact Capital Partners LLC
INCREASED22,79622,723+73+0%$5.7M$6.0M+$245.0K2026-10-22
M Holdings Securities, Inc.
DECREASED22,72823,422-694-3%$5.7K$6.3K+$5962026-11-03
Means Investment Co., Inc.
DECREASED22,64722,908-261-1%$5.8M$5.9M+$159.6K2026-11-03
Point Windward Advisors Inc.
DECREASED22,42922,897-468-2%$5.8M$5.9M+$105.4K2026-11-06
Haven Capital Group, Inc.
INCREASED22,38322,119+264+1%$5.6M$5.9M+$289.1K2026-10-13
Woodmont Investment Counsel LLC
DECREASED22,36822,718-350-2%$5.7M$5.9M+$134.5K2026-10-29
Dudley Capital Management, LLC
INCREASED22,31122,307+4+0%$5.6M$5.8M+$223.2K2026-10-23
AMG National Trust Bank
DECREASED22,25422,461-207-1%$5.7M$5.8M+$169.3K2026-11-05
Brendel Financial Advisors LLC
DECREASED22,24322,515-272-1%$5.7M$5.8M+$152.9K2026-11-09
Hourglass Capital, LLC
DECREASED22,21033,010-10,800-33%$8.3M$5.8M-$2.5M2026-10-26
Harmony Asset Management LLC
DECREASED22,18922,863-674-3%$5.8M$5.8M+$51.2K2026-10-20
Advisor OS, LLC
DECREASED22,13622,462-326-1%$5.7M$5.8M+$137.8K2026-11-03
Accurate Wealth Management, LLC
INCREASED22,11720,888+1,229+6%$5.2M$6.1M+$889.2K2026-10-20
Shoker Investment Counsel, Inc.
INCREASED22,09121,930+161+1%$5.5M$5.8M+$260.0K2026-11-04
Northstar Group, Inc.
DECREASED22,00522,876-871-4%$5.8M$5.8M-$2282026-11-10
Sivik Global Healthcare LLC
INCREASED22,00015,000+7,000+47%$3.3K$5.8M+$5.8M2026-10-13
CoreCap Advisors, LLC
INCREASED21,89320,967+926+4%$5.3M$5.7M+$451.0K2026-10-08
Sava Infond d.o.o.
INCREASED21,87221,692+180+1%$5.5M$5.7M+$262.9K2026-10-28
Bfsg, LLC
DECREASED21,85822,116-258-1%$5.6M$5.7M+$152.6K2026-10-30
ASK Capital Investment Managers, LLC
NEW21,800—+21,800——$5.7M—2026-10-14
Cache Advisors, LLC
INCREASED21,70510,354+11,351+110%$2.6M$5.7M+$3.1M2026-10-16
Stablepoint Partners, LLC
DECREASED21,65921,670-110%$5.5M$5.7M+$212.8K2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED21,64420,820+824+4%$5.2M$5.7M+$422.7K2026-10-27
PKO Investment Management Joint-Stock Co
INCREASED21,60021,200+400+2%$5.3M$5.7M+$315.6K2026-10-19
Petredis Investment Advisors LLC
INCREASED21,49521,382+113+1%$5.4M$5.6M+$242.3K2026-10-20
Hamel Associates, Inc.
DECREASED21,37121,448-770%$5.4M$5.6M+$193.3K2026-11-06
Applied Finance Capital Management, LLC
DECREASED21,20725,128-3,921-16%$6.3M$5.5M-$775.7K2026-11-03
Oarsman Capital, Inc.
INCREASED21,12620,266+860+4%$5.1M$5.5M+$426.7K2026-11-05
Thoroughbred Financial Services, LLC
DECREASED21,11821,227-109-1%$5.3M$5.5M+$183.0K2026-11-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED21,08420,281+803+4%$5.1M$5.5M+$412.1K2026-10-14
DB&C Advisors, LLC
INCREASED21,07421,009+65+0%$5.3M$5.5M+$225.9K2026-10-26
Scissortail Wealth Management, LLC
INCREASED20,96820,362+606+3%$5.1M$5.5M+$361.0K2026-11-03
Heritage Wealth Management, Inc.
DECREASED20,94221,218-276-1%$5.3M$5.5M+$139.1K2026-10-28
GAM Holding AG
DECREASED20,92724,717-3,790-15%$6.2M$5.5M-$745.5K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED20,85219,928+924+5%$5.0M$5.5M+$440.1K2026-10-29
Harbor Capital Advisors, Inc.
INCREASED20,84520,794+51+0%$5.2M$5.5M+$220.0K2026-10-22
Mcdonald Partners LLC
DECREASED20,77720,808-310%$5.2M$5.4M+$198.9K2026-11-03
Traynor Capital Management, Inc.
INCREASED20,65319,460+1,193+6%$4.9M$5.4M+$505.8K2026-10-29
LEE Danner & Bass Inc
DECREASED20,65320,843-190-1%$5.2M$5.4M+$157.7K2026-10-27
Aaron Wealth Advisors LLC
DECREASED20,63920,993-354-2%$5.3M$5.4M+$116.3K2026-10-13
DSG Capital Advisors, LLC
DECREASED20,58421,460-876-4%$5.3M$5.4M+$131.6K2026-11-05
Aviso Wealth Management
INCREASED20,57420,394+180+1%$5.1M$5.4M+$250.0K2026-11-04
HBK Sorce Advisory LLC
DECREASED20,56720,828-261-1%$5.1M$5.9M+$800.5K2026-11-06
Quadrant Private Wealth Management, LLC
INCREASED20,55620,043+513+3%$5.0M$5.4M+$333.7K2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED20,48222,004-1,522-7%$5.5M$5.4M-$179.2K2026-10-15
Sanders Morris Harris LLC
INCREASED20,4631,908+18,555+972%$480.1K$5.4M+$4.9M2026-10-14
Alkeme Wealth, LLC
DECREASED20,34121,536-1,195-6%$5.4M$5.3M-$98.3K2026-10-08
International Private Wealth Advisors LLC
INCREASED20,19314,379+5,814+40%$3.6M$5.3M+$1.7M2026-11-05
Community Trust & Investment Co
DECREASED20,16920,442-273-1%$5.1M$5.3M+$132.0K2026-10-15
Slocum, Gordon & Co LLP
DECREASED20,10020,187-870%$5.1M$5.3M+$178.1K2026-10-19
Mystic Asset Management, Inc.
DECREASED20,06720,254-187-1%$5.1M$5.2M+$152.6K2026-10-15
Burke & Herbert Bank & Trust Co
DECREASED20,04120,061-200%$5.0M$5.2M+$194.4K2026-11-02
Harbor Investment Advisory, LLC
INCREASED20,00719,981+26+0%$5.0M$5.2M+$205.6K2026-10-13
Loudon Investment Management, LLC
UNCHANGED19,95219,95200%$5.0M$5.2M+$198.5K2026-11-06
Motco
INCREASED19,91119,885+26+0%$5.0M$5.2M+$204.7K2026-11-09
Fragasso Financial Advisors Inc
DECREASED19,89321,001-1,108-5%$5.3M$5.5M+$215.1K2026-10-13
Bochk Asset Management Ltd
DECREASED19,80041,590-21,790-52%$10.5M$5.2M-$5.3M2026-10-29
Capital Asset Advisory Services LLC
DECREASED19,74222,814-3,072-13%$5.7M$5.6M-$111.3K2026-10-30
Stillwater Wealth Management Group
DECREASED19,74120,034-293-1%$5.0M$5.2M+$122.8K2026-10-21
Zions Bancorporation, National Association
DECREASED19,73941,284-21,545-52%$10.4M$5.2M-$5.2M2026-11-06
Sara-Bay Financial
INCREASED19,67218,132+1,540+8%$4.6M$5.1M+$583.3K2026-10-21
Embree Financial Group
DECREASED19,65619,706-500%$5.0M$5.1M+$183.0K2026-10-22
Covenant Asset Management, LLC
DECREASED19,64519,947-302-2%$5.0M$5.1M+$119.5K2026-10-14
Trust Asset Management LLC
UNCHANGED19,58919,58900%$4.9M$5.1M+$194.9K2026-11-03
Intrua Financial, LLC
DECREASED19,52519,859-334-2%$5.0M$5.1M+$110.2K2026-10-28
AlphaStar Capital Management, LLC
INCREASED19,38017,081+2,299+13%$4.3M$5.1M+$771.5K2026-10-16
Patton Albertson Miller Group, LLC
INCREASED19,36119,350+11+0%$4.9M$5.1M+$195.4K2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED19,35620,235-879-4%$5.1M$5.1M-$28.6K2026-10-15
Carolina Wealth Advisors, LLC
INCREASED19,31618,741+575+3%$4.7M$5.1M+$336.9K2026-10-23
International Assets Investment Management, LLC
DECREASED19,31019,832-522-3%$5.0M$5.0M+$39.9K2026-11-02
Factor Wealth Management LTD
INCREASED19,24019,033+207+1%$4.8M$5.0M+$243.7K2026-10-08
Schnieders Capital Management, Llc.
INCREASED19,16219,159+3+0%$4.8M$5.0M+$191.3K2026-11-09
Leelyn Smith, LLC
DECREASED19,15019,606-456-2%$4.9M$5.0M+$75.7K2026-11-03
Morse Asset Management, Inc
INCREASED19,01218,441+571+3%$4.6M$5.0M+$332.9K2026-11-09
First Bank & Trust
DECREASED18,95920,753-1,794-9%$5.2M$5.0M-$262.8K2026-10-19
Investors Asset Management of Georgia Inc
INCREASED18,94618,592+354+2%$4.7M$5.0M+$277.6K2026-10-20
Albion Financial Group
INCREASED18,90518,850+55+0%$4.7M$4.9M+$201.8K2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED18,89618,956-600%$4.8M$4.9M+$172.9K2026-11-03
Ashurst Perkins Coie Trust Co
DECREASED18,84218,907-650%$4.8M$4.9M+$170.9K2026-10-15
Manchester Capital Management LLC
DECREASED18,83219,010-178-1%$4.8M$4.9M+$142.6K2026-10-22
Convergence Investment Partners, LLC
DECREASED18,82319,281-458-2%$4.9M$4.9M+$71.8K2026-10-28
Old Second National Bank of Aurora
DECREASED18,81119,247-436-2%$4.8M$4.9M+$77.5K2026-10-22
J. Derek Lewis & Associates Inc.
DECREASED18,79418,944-150-1%$4.8M$4.9M+$149.0K2026-11-03
Telos Capital Management, Inc.
INCREASED18,76818,380+388+2%$4.6M$4.9M+$284.4K2026-11-02
Alpine Bank Wealth Management
INCREASED18,76318,449+314+2%$4.6M$4.9M+$265.7K2026-10-16
Brick & Kyle, Associates
DECREASED18,76019,482-722-4%$4.2M$4.9M+$670.4K2026-11-05
Robeco Schweiz AG
DECREASED18,71321,142-2,429-11%$5.3M$4.9M-$425.0K2026-10-23
Keudell ison Wealth Management
DECREASED18,68220,064-1,382-7%$5.0M$4.9M-$161.8K2026-10-16
Chesley Taft & Associates LLC
DECREASED18,66219,924-1,262-6%$5.0M$4.9M-$131.9K2026-10-13
PFG Advisors
DECREASED18,65122,305-3,654-16%$5.6M$4.9M-$733.7K2026-10-16
RKL Wealth Management LLC
INCREASED18,56617,191+1,375+8%$4.3M$4.9M+$530.7K2026-10-16
SFE Investment Counsel
DECREASED18,54019,074-534-3%$4.8M$4.8M+$50.1K2026-10-29
Werlinich Asset Management, LLC
UNCHANGED18,53518,53500%$4.7M$4.8M+$184.4K2026-10-09
G&S Capital LLC
INCREASED18,51018,392+118+1%$4.6M$4.8M+$213.7K2026-10-23
TFR Capital, Llc.
INCREASED18,46116,506+1,955+12%$4.2M$4.8M+$675.6K2026-11-09
Institute for Wealth Management, Llc.
INCREASED18,39618,395+1+0%$4.6M$4.8M+$183.4K2026-11-06
Lipe & Dalton
UNCHANGED18,36518,36500%$4.6M$4.8M+$183.0K2026-10-15
Sageworth Trust Co
INCREASED18,34718,313+34+0%$4.6M$4.8M+$191.1K2026-10-30
Grandview Asset Management LLC
INCREASED18,26017,987+273+2%$4.5M$4.8M+$250.4K2026-10-19
Peoples Financial Services Corp.
DECREASED18,25818,482-224-1%$4.7M$4.8M+$125.1K2026-10-20
Plimoth Trust Co LLC
DECREASED18,23918,365-126-1%$4.6M$4.8M+$149.8K2026-10-26
Wolff Wiese Magana LLC
DECREASED18,21318,267-540%$4.6M$4.8M+$167.5K2026-10-15
Northeast Investment Management
INCREASED18,17512,037+6,138+51%$3.0M$4.8M+$1.7M2026-10-30
Cohen Klingenstein LLC
UNCHANGED18,00018,00000%$4.5M$4.7M+$179.1K2026-10-15
Greenfield Savings Bank
DECREASED17,99718,174-177-1%$4.6M$4.7M+$134.5K2026-10-07
Pine Haven Investment Counsel, Inc
DECREASED17,96317,973-100%$4.5M$4.7M+$176.2K2026-11-02
Lineweaver Wealth Advisors, LLC
INCREASED17,94017,367+573+3%$4.4M$4.7M+$322.7K2026-10-13
MSH Capital Advisors LLC
INCREASED17,91417,814+100+1%$4.5M$4.7M+$203.4K2026-11-03
Brown Miller Wealth Management, LLC
DECREASED17,90818,710-802-4%$4.7M$4.7M-$23.5K2026-11-02
McAdam, LLC
INCREASED17,90417,535+369+2%$4.4M$4.7M+$271.1K2026-10-21
China Universal Asset Management Co., Ltd.
INCREASED17,9036,913+10,990+159%$1.7M$4.7M+$3.0M2026-10-28
Center for Financial Planning, Inc.
INCREASED17,89317,400+493+3%$4.4M$4.7M+$302.4K2026-10-26
Sierra Summit Advisors LLC
INCREASED17,79917,459+340+2%$4.4M$4.7M+$262.7K2026-10-28
Citadel Investment Advisory, Inc.
DECREASED17,79117,848-570%$4.5M$4.7M+$163.0K2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED17,78918,383-594-3%$4.6M$4.7M+$27.0K2026-10-14
Spectrum Asset Management, Inc. (NB )
DECREASED17,73018,159-429-2%$4.6M$4.6M+$68.3K2026-10-19
Ledyard National Bank
INCREASED17,70617,080+626+4%$4.3M$4.6M+$333.7K2026-10-21
Rayburn West Financial Services LLC
UNCHANGED17,62017,62000%$4.4M$4.6M+$175.3K2026-11-03
Fiduciary Family Office, LLC
INCREASED17,59613,857+3,739+27%$3.5M$4.6M+$1.1M2026-11-04
Live Oak Private Wealth LLC
DECREASED17,47817,541-630%$4.4M$4.6M+$158.1K2026-11-02
Norden Group LLC
DECREASED17,47119,879-2,408-12%$5.0M$4.6M-$431.5K2026-10-20
Oxler Private Wealth LLC
INCREASED17,39717,280+117+1%$4.3M$4.6M+$202.6K2026-10-21
Triad Wealth Partners, LLC
DECREASED17,37218,700-1,328-7%$4.6M$4.5M-$39.1K2026-10-26
Promethium Advisors,llc
DECREASED17,34917,471-122-1%$4.4M$4.5M+$141.9K2026-10-19
LS Investment Advisors, LLC
INCREASED17,28512,835+4,450+35%$3.2M$4.5M+$1.3M2026-10-13
M3 Wealth Management, LLC
DECREASED17,28017,323-430%$4.4M$4.5M+$161.1K2026-11-09
Royal Palms Capital LLC
DECREASED17,26617,806-540-3%$4.5M$4.5M+$35.9K2026-10-23
Delta Capital Management LLC
DECREASED17,18517,205-200%$4.3M$4.5M+$166.0K2026-10-16
True North Advisors, LLC
INCREASED17,12415,735+1,389+9%$4.0M$4.5M+$520.0K2026-10-22
Scott & Selber, Inc.
INCREASED17,12417,076+48+0%$4.3M$4.5M+$182.4K2026-10-21
Blue Fin Capital, Inc.
INCREASED17,10917,104+5+0%$4.3M$4.5M+$171.5K2026-10-28
Armstrong Henry H Associates Inc
DECREASED17,02717,623-596-3%$4.4M$4.5M+$19.4K2026-10-07
JGP Wealth Management, LLC
DECREASED17,02717,144-117-1%$4.3M$4.5M+$139.9K2026-10-13
Home Federal Bank of Tennessee
DECREASED17,00317,227-224-1%$4.3M$4.4M+$112.8K2026-10-15
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED17,00017,00000%$4.3M$4.4M+$169.2K2026-11-06
Viewpoint Investment Partners Corp
DECREASED16,89016,950-600%$4.5M$4.7M+$172.0K2026-10-26
Ranch Capital Advisors Inc.
INCREASED16,87016,101+769+5%$4.1M$4.4M+$361.3K2026-11-09
Resonant Capital Advisors, LLC
INCREASED16,84416,399+445+3%$4.1M$4.4M+$279.6K2026-10-15
Summit Global Investments
INCREASED16,79211,572+5,220+45%$2.9M$4.4M+$1.5M2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED16,75817,031-273-2%$4.3M$4.4M+$98.0K2026-10-23
Plancorp, LLC
INCREASED16,73116,225+506+3%$4.0M$4.9M+$910.1K2026-11-03
Elco Management Co., LLC
DECREASED16,72216,862-140-1%$4.2M$4.4M+$131.2K2026-10-14
Founders Financial Alliance, LLC
DECREASED16,69517,208-513-3%$4.3M$4.4M+$36.9K2026-11-10
15 Wealth Advisors LLC
NEW16,689—+16,689——$4.4M—2026-10-14
Matthew Goff Investment Advisor, LLC
DECREASED16,66216,703-410%$4.2M$4.4M+$155.5K2026-10-13
St. Louis Financial Planners Asset Management, LLC
DECREASED16,62619,202-2,576-13%$5.0M$4.4M-$639.9K2026-10-16
Cigna Investments Inc
DECREASED16,54416,771-227-1%$4.2M$4.3M+$107.0K2026-10-19
Westside Investment Management, Inc.
DECREASED16,49016,600-110-1%$4.2M$4.3M+$138.7K2026-11-02
Interchange Capital Partners, LLC
INCREASED16,44216,195+247+2%$4.1M$4.3M+$225.8K2026-10-28
Collar Capital Management, LLC
INCREASED16,43615,383+1,053+7%$3.9M$4.3M+$428.5K2026-10-28
Strong Tower Advisory Services
INCREASED16,40616,313+93+1%$4.1M$4.3M+$186.7K2026-10-13
Bison Wealth, LLC
INCREASED16,40515,394+1,011+7%$3.9M$4.6M+$690.1K2026-10-13
Fulcrum Asset Management LLP
INCREASED16,4028,198+8,204+100%$2.1M$4.3M+$2.2M2026-11-04
West Michigan Advisors, LLC
DECREASED16,39416,983-589-3%$4.3M$4.3M+$14.9K2026-11-09
Calamos Wealth Management LLC
INCREASED16,38715,919+468+3%$4.0M$4.3M+$280.9K2026-11-02
Key FInancial Inc
DECREASED16,38616,434-480%$4.1M$4.3M+$151.1K2026-11-02
Perpetual Ltd
DECREASED16,37621,294-4,918-23%$5.4M$4.3M-$1.1M2026-10-13
Cornerstone Advisory, LLC
INCREASED16,35816,202+156+1%$4.1M$4.3M+$202.0K2026-11-06
Caliber Wealth Management, LLC / KS
INCREASED16,28316,265+18+0%$4.1M$4.3M+$166.5K2026-11-04
Davidson Capital Management Inc.
NEW16,272—+16,272——$4.3M—2026-10-15
SAX Wealth Advisors, LLC
INCREASED16,27111,579+4,692+41%$2.5M$4.3M+$1.7M2026-10-13
Rice Partnership, LLC
INCREASED16,2381,713+14,525+848%$431.0K$4.2M+$3.8M2026-11-09
Foster Dykema Cabot & Partners, LLC
INCREASED16,2163,815+12,401+325%$960.0K$4.2M+$3.3M2026-10-30
MPS Loria Financial Planners, LLC
INCREASED16,16016,065+95+1%$4.0M$4.2M+$184.7K2026-10-14
Cornerstone Wealth Management, LLC
INCREASED16,15014,618+1,532+10%$3.7M$4.2M+$546.2K2026-11-04
Courier Capital LLC
INCREASED16,13715,875+262+2%$4.0M$4.2M+$226.5K2026-10-19
Lazari Capital Management, Inc.
DECREASED16,08416,094-100%$4.0M$4.2M+$157.5K2026-10-20
Focus Financial Network, Inc.
DECREASED16,05116,133-82-1%$4.1M$4.2M+$139.2K2026-10-14
Sentinel Trust Co LBA
INCREASED15,94314,743+1,200+8%$3.7M$4.2M+$461.0K2026-11-03
Mechanics Bank Trust Department
DECREASED15,93315,961-280%$4.0M$4.2M+$151.5K2026-10-13
Cordatus Wealth Management LLC
DECREASED15,91016,405-495-3%$4.1M$4.2M+$33.7K2026-10-19
Spirit of America Management Corp
DECREASED15,90016,350-450-3%$4.1M$4.2M+$45.0K2026-10-14
Mitchell & Pahl Private Wealth, LLC
INCREASED15,89715,598+299+2%$3.9M$4.2M+$233.4K2026-10-14
Lewis Asset Management, LLC
DECREASED15,89016,195-305-2%$4.1M$4.2M+$81.4K2026-10-14
BFI Infinity Ltd.
NEW15,882—+15,882——$4.2M—2026-10-16
Lanark Financial, Inc.
INCREASED15,83815,573+265+2%$3.9M$4.1M+$224.2K2026-10-26
Catalyst Financial Partners LLC
INCREASED15,80315,393+410+3%$3.9M$4.1M+$260.4K2026-11-06
Silver OAK Securities, Incorporated
DECREASED15,72725,544-9,817-38%$6.4M$4.6M-$1.8M2026-11-09
Kennedy Investment Group, Inc.
DECREASED15,72415,754-300%$4.0M$4.1M+$149.0K2026-10-21
Nemes Rush Group LLC
DECREASED15,70615,922-216-1%$4.0M$4.1M+$101.8K2026-11-04
Inscription Capital, LLC
DECREASED15,66720,373-4,706-23%$5.1M$4.1M-$1.0M2026-11-02
Hanson & Doremus Investment Management
DECREASED15,55516,581-1,026-6%$4.2M$4.1M-$103.0K2026-10-16
Hall Capital Management Co Inc
DECREASED15,55015,560-100%$3.9M$4.1M+$152.2K2026-11-09
Chapin Davis, Inc.
DECREASED15,54515,763-218-1%$4.0M$4.1M+$99.8K2026-10-09
Moody National Bank Trust Division
DECREASED15,52415,834-310-2%$4.0M$4.1M+$76.5K2026-10-06
Beaton Management Co. Inc.
DECREASED15,51015,542-320%$3.9M$4.1M+$146.0K2026-11-09
Grove Bank & Trust
INCREASED15,46515,353+112+1%$3.9M$4.0M+$182.1K2026-10-08
Linden Thomas Advisory Services, LLC
INCREASED15,46315,041+422+3%$3.8M$4.0M+$260.0K2026-10-19
Morningstar Investment Management LLC
INCREASED15,44814,799+649+4%$3.2M$4.0M+$822.4K2026-11-09
Mountain Pacific Investment Advisers LLC
INCREASED15,44015,325+115+1%$3.9M$4.0M+$182.6K2026-10-29
Deseret Mutual Benefit Administrators
DECREASED15,41116,153-742-5%$4.1M$4.0M-$33.4K2026-11-04
Precedent Wealth Partners, LLC
DECREASED15,38216,214-832-5%$4.1M$4.0M-$56.3K2026-10-21
3Chopt Investment Partners, LLC
INCREASED15,37414,191+1,183+8%$3.6M$4.0M+$450.7K2026-10-30
HCR Wealth Advisors
INCREASED15,28914,341+948+7%$3.6M$4.0M+$390.8K2026-10-15
Peterson Wealth Services
INCREASED15,28514,557+728+5%$3.7M$4.0M+$335.4K2026-10-26
Lakeside Advisors, Inc.
DECREASED15,27615,376-100-1%$3.9M$4.0M+$126.8K2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED15,23215,383-151-1%$3.9M$4.0M+$113.6K2026-10-08
Indivisible Partners
INCREASED15,22812,876+2,352+18%$3.2M$4.0M+$743.3K2026-10-26
Parcion Private Wealth LLC
INCREASED15,20915,052+157+1%$3.8M$4.0M+$190.8K2026-10-28
Krilogy Financial LLC
DECREASED15,19415,832-638-4%$4.0M$4.3M+$287.3K2026-10-13
TCI Wealth Advisors, Inc.
DECREASED15,18815,431-243-2%$3.9M$4.0M+$90.0K2026-10-30
Meadowbrook Wealth Management, LLC
INCREASED15,18413,054+2,130+16%$3.3M$4.0M+$687.1K2026-10-08
Griffith & Werner, Inc.
INCREASED15,15914,738+421+3%$3.7M$4.0M+$256.3K2026-11-04
Integras Partners LLC
DECREASED15,13115,318-187-1%$3.9M$4.0M+$103.5K2026-10-30
Washington Trust Advisors, Inc.
DECREASED15,12315,278-155-1%$3.8M$4.0M+$111.5K2026-10-22
Lifetime Wealth Management P.C.
DECREASED15,00615,284-278-2%$3.8M$3.9M+$79.4K2026-10-29
Stolper Co
DECREASED14,98115,019-380%$3.8M$3.9M+$140.0K2026-10-13
Harbour Trust & Investment Management Co
INCREASED14,91414,893+21+0%$3.7M$3.9M+$153.7K2026-10-28
Crescent Sterling, Ltd.
DECREASED14,84815,059-211-1%$3.8M$3.9M+$94.6K2026-10-16
Abundance Wealth Counselors
DECREASED14,80815,222-414-3%$3.8M$3.9M+$43.2K2026-10-26
Wilkins Investment Counsel Inc
DECREASED14,78214,832-500%$3.7M$3.9M+$134.5K2026-11-03
Clear Trail Advisors, LLC
INCREASED14,76611,904+2,862+24%$3.0M$3.9M+$867.2K2026-10-20
Tealwood Asset Management Inc
DECREASED14,72614,888-162-1%$3.7M$3.9M+$106.0K2026-10-13
SevenBridge Financial Group, LLC
DECREASED14,67915,049-370-2%$3.7M$4.2M+$540.7K2026-10-26
First County Bank
INCREASED14,67114,610+61+0%$3.7M$3.8M+$161.3K2026-10-13
Essential Investment Partners LLC
INCREASED14,64614,411+235+2%$3.6M$3.8M+$204.9K2026-10-27
United Asset Strategies, Inc.
INCREASED14,62114,614+7+0%$3.7M$3.8M+$147.2K2026-10-28
Argonautica Private Wealth Management, Inc
DECREASED14,56614,639-730%$3.7M$3.8M+$126.6K2026-11-02
Jackson Square Capital, LLC
DECREASED14,54314,566-230%$3.7M$3.8M+$138.9K2026-10-19
Forbes J M & Co LLP
INCREASED14,48214,460+22+0%$3.6M$3.8M+$149.6K2026-10-16
DeDora Capital, Inc.
DECREASED14,47915,149-670-4%$3.8M$3.8M-$24.6K2026-10-26
Cranbrook Wealth Management, LLC
DECREASED14,47314,566-93-1%$3.7M$3.8M+$120.6K2026-10-28
Detalus Advisors, LLC
INCREASED14,46714,381+86+1%$3.6M$3.8M+$165.5K2026-10-15
Aull & Monroe Investment Management Corp
DECREASED14,46314,519-560%$3.7M$3.8M+$129.9K2026-10-16
Blankinship & Foster, LLC
DECREASED14,41715,397-980-6%$3.9M$3.8M-$103.0K2026-10-19
Inlet Private Wealth, LLC
DECREASED14,41114,421-100%$3.6M$3.8M+$140.9K2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED14,40915,689-1,280-8%$3.9M$3.8M-$178.7K2026-10-30
Compton Wealth Advisory Group, LLC
DECREASED14,40015,094-694-5%$3.8M$3.7M-$46.5K2026-10-13
Parthenon LLC
INCREASED14,33514,215+120+1%$3.6M$3.7M+$172.8K2026-10-22
Raleigh Capital Management Inc.
DECREASED14,29718,091-3,794-21%$4.6M$3.7M-$812.6K2026-10-28
CNB Bank
DECREASED14,27614,526-250-2%$3.7M$3.7M+$79.1K2026-11-09
Cornerstone Planning, LLC
INCREASED14,26714,208+59+0%$3.6M$3.6M+$57.9K2026-10-27
Cypress Capital, LLC
INCREASED14,22813,964+264+2%$3.5M$3.7M+$208.0K2026-10-20
Augustine Asset Management Inc
NEW14,133—+14,133——$3.7M—2026-10-13
Harold Davidson & Associates Inc.
INCREASED14,12314,062+61+0%$3.5M$3.7M+$155.9K2026-10-29
Bank of New Hampshire
DECREASED14,11714,813-696-5%$3.7M$3.7M-$34.7K2026-10-06
Cooper Financial Group
INCREASED14,09611,460+2,636+23%$2.9M$3.7M+$803.5K2026-10-07
Uhlmann Price Securities, LLC
INCREASED14,08412,593+1,491+12%$3.2M$3.7M+$514.8K2026-11-03
River Street Advisors LLC
INCREASED14,07413,777+297+2%$3.5M$3.7M+$214.8K2026-10-22
First Financial Bankshares Inc
INCREASED14,0694,069+10,000+246%$1.0M$3.7M+$2.7M2026-11-10
Premier Path Wealth Partners, LLC
INCREASED14,05713,169+888+7%$3.3M$3.7M+$363.4K2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED14,04814,062-140%$3.5M$3.7M+$136.3K2026-10-13
Luts & Greenleigh Group, Inc.
INCREASED14,00413,854+150+1%$3.5M$3.7M+$177.1K2026-11-05
Allen Investment Management, LLC
UNCHANGED13,99313,99300%$3.5M$3.7M+$139.2K2026-11-03
Weaver Capital Management LLC
INCREASED13,96512,498+1,467+12%$2.7M$3.7M+$934.9K2026-10-15
Chesapeake Wealth Management
DECREASED13,92414,357-433-3%$3.6M$3.6M+$29.6K2026-11-09
Aspen Investment Management Inc
INCREASED13,91113,782+129+1%$3.5M$3.6M+$171.0K2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED13,91013,924-140%$3.5M$3.6M+$134.9K2026-10-13
Marino, Stram & Associates LLC
DECREASED13,76113,846-85-1%$3.5M$3.6M+$115.6K2026-10-22
Clearstead Trust, LLC
INCREASED13,67713,194+483+4%$3.3M$3.6M+$257.6K2026-11-06
71 West Capital Partners
INCREASED13,67212,555+1,117+9%$3.2M$3.6M+$417.1K2026-11-04
Essex Bank
DECREASED13,57013,631-610%$3.4M$3.5M+$119.5K2026-10-16
Adirondack Trust Co
DECREASED13,56913,727-158-1%$3.5M$3.5M+$95.1K2026-10-14
SWS Partners
INCREASED13,54013,364+176+1%$3.4M$3.5M+$179.0K2026-10-26
Gilman Hill Asset Management, LLC
DECREASED13,53913,594-550%$3.4M$3.5M+$120.9K2026-10-13
Excalibur Management Corp
DECREASED13,47213,505-330%$3.4M$3.5M+$125.7K2026-11-02
Matrix Trust Co
INCREASED13,44712,555+892+7%$3.2M$3.5M+$359.0K2026-10-07
Bowen Hanes & Co Inc
INCREASED13,44012,440+1,000+8%$2.7M$3.5M+$810.2K2026-11-09
Spire Wealth Management
INCREASED13,37413,113+261+2%$3.3M$3.5M+$199.0K2026-10-30
Shuttleworth & Co
DECREASED13,37213,604-232-2%$3.4M$3.5M+$74.7K2026-10-30
Klingman & Associates, LLC
INCREASED13,36413,168+196+1%$3.3M$3.5M+$182.3K2026-10-20
Lantern Wealth Advisors, LLC
INCREASED13,35913,353+6+0%$3.4M$3.5M+$134.5K2026-10-22
TMB Capital Partners, LLC
INCREASED13,33413,068+266+2%$3.3M$3.5M+$199.6K2026-10-20
TKG Advisors, LLC
INCREASED13,31112,662+649+5%$3.2M$3.5M+$295.8K2026-11-02
Avestar Capital, LLC
DECREASED13,30414,349-1,045-7%$3.6M$3.5M-$130.6K2026-10-28
First Community Trust NA
INCREASED13,25212,146+1,106+9%$3.1M$3.5M+$410.2K2026-10-07
Stonebridge Wealth Management, LLC
INCREASED13,21813,217+1+0%$3.3M$3.5M+$131.5K2026-10-09
Mitchell Sinkler & Starr
DECREASED13,21713,417-200-1%$3.4M$3.5M+$81.2K2026-10-13
WealthBridge Capital Management, LLC
DECREASED13,15713,209-520%$3.3M$3.4M+$117.8K2026-10-16
MCF Advisors LLC
INCREASED13,15612,627+529+4%$3.2M$3.4M+$264.0K2026-10-28
Optimist Retirement Group LLC
INCREASED13,08512,838+247+2%$3.2M$3.4M+$192.2K2026-10-30
Montgomery Investment Management Inc
UNCHANGED13,04513,04500%$3.3M$3.4M+$129.8K2026-10-26
Acumen Wealth Advisors, LLC
INCREASED13,0439,708+3,335+34%$2.4M$3.4M+$969.0K2026-11-05
Enterprise Financial Services Corp
DECREASED13,03113,105-74-1%$3.3M$3.4M+$111.0K2026-11-03
Prosperity Financial Group, Inc.
INCREASED12,99811,474+1,524+13%$2.9M$3.4M+$512.7K2026-10-29
Steele Capital Management, Inc.
INCREASED12,94812,700+248+2%$3.2M$3.4M+$191.2K2026-11-02
Park Place Capital Corp
DECREASED12,92314,307-1,384-10%$3.6M$3.4M-$219.6K2026-11-09
Mendel Money Management
INCREASED12,90812,753+155+1%$3.2M$3.4M+$167.4K2026-11-02
Diversified Enterprises, LLC
INCREASED12,87112,729+142+1%$3.2M$3.4M+$163.9K2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED12,86512,836+29+0%$3.2M$3.4M+$135.2K2026-10-09
Providence Wealth Advisors, LLC
INCREASED12,84212,831+11+0%$3.3M$3.4M+$45.6K2026-10-29
Cullen Investment Group, Ltd.
DECREASED12,82312,865-420%$3.2M$3.6M+$367.5K2026-10-13
Oakworth Capital, Inc.
INCREASED12,79112,650+141+1%$3.2M$3.3M+$164.6K2026-10-26
Latitude Advisors, LLC
DECREASED12,77013,295-525-4%$3.3M$3.3M-$5.0K2026-10-27
Wright Investors Service Inc
INCREASED12,76912,739+30+0%$3.2M$3.3M+$134.6K2026-11-02
Alta Advisers Ltd
INCREASED12,7456,765+5,980+88%$1.7M$3.3M+$1.6M2026-11-02
Bank Hapoalim BM
DECREASED12,74012,788-480%$3.2M$3.3M+$115.0K2026-11-10
Community Bank of Raymore
UNCHANGED12,67312,67300%$3.2M$3.3M+$126.1K2026-10-23
Fearless Solutions, LLC dba Best Invest
INCREASED12,61512,568+47+0%$3.2M$3.3M+$137.2K2026-10-14
Phoenix Wealth Advisors
DECREASED12,59812,783-185-1%$3.2M$3.3M+$78.8K2026-11-03
Financial Perspectives, Inc
DECREASED12,57313,220-647-5%$3.3M$3.3M-$37.6K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED12,55913,739-1,180-9%$3.5M$3.3M-$172.0K2026-10-27
Cox Capital Mgt LLC
DECREASED12,55812,640-82-1%$3.2M$3.3M+$104.2K2026-10-07
Sippican Capital Advisors
DECREASED12,52512,947-422-3%$3.3M$3.3M+$18.4K2026-10-23
Pinnacle Bancorp, Inc.
DECREASED12,51912,680-161-1%$3.2M$3.3M+$84.1K2026-10-21
VCI Wealth Management LLC
INCREASED12,5069,136+3,370+37%$2.3M$3.3M+$972.5K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED12,4821,565+10,917+698%$393.8K$3.3M+$2.9M2026-10-30
V-Square Quantitative Management LLC
INCREASED12,46711,211+1,256+11%$2.8M$3.3M+$440.1K2026-10-15
TriaGen Wealth Management LLC
DECREASED12,46312,498-350%$3.1M$3.3M+$115.2K2026-10-14
OmniStar Financial Group, Inc.
INCREASED12,46010,199+2,261+22%$2.6M$3.3M+$692.6K2026-10-26
Independent Solutions Wealth Management, LLC
DECREASED12,45012,974-524-4%$3.3M$3.3M-$8.0K2026-10-28
Northcape Wealth Management, LLC
INCREASED12,44012,110+330+3%$3.0M$3.3M+$206.8K2026-11-04
Quadcap Wealth Management, LLC
DECREASED12,42112,770-349-3%$3.2M$3.2M+$35.4K2026-11-02
Cove Private Wealth, LLC
INCREASED12,37212,350+22+0%$3.1M$3.2M+$128.6K2026-10-28
Pettee Investors, Inc.
UNCHANGED12,37012,37000%$3.1M$3.2M+$123.1K2026-11-09
Old Republic International Corp
NEW12,360—+12,360——$3.2M—2026-10-26
S.A. Mason LLC
INCREASED12,34512,339+6+0%$3.1M$3.2M+$124.3K2026-10-13
Root Financial Partners, LLC
INCREASED12,3187,203+5,115+71%$1.8M$3.2M+$1.4M2026-10-21
Guardian Investment Management
DECREASED12,30212,425-123-1%$3.1M$3.2M+$91.4K2026-10-23
MBM Wealth Consultants, LLC
INCREASED12,27212,001+271+2%$3.0M$3.2M+$190.3K2026-10-20
McGlone Suttner Wealth Management, Inc.
INCREASED12,23012,160+70+1%$3.1M$3.2M+$139.3K2026-10-13
Marathon Wealth Advisors LLC
DECREASED12,21712,292-75-1%$3.1M$3.2M+$102.7K2026-11-04
Foyston, Gordon & Payne Inc
UNCHANGED12,20012,20000%$3.1M$3.2M+$121.4K2026-11-02
Congress Asset Management Co
INCREASED12,1733,356+8,817+263%$844.5K$3.2M+$2.3M2026-10-06
NWF Advisory Services Inc.
DECREASED12,15612,825-669-5%$3.2M$3.2M-$47.1K2026-10-19
Koenig Investment Advisory, LLC
DECREASED12,11212,586-474-4%$3.2M$3.2M+$1.2K2026-10-09
Curbstone Financial Management Corp
DECREASED12,10312,403-300-2%$3.1M$3.2M+$44.9K2026-10-21
Sheets Smith Wealth Management
DECREASED12,07614,811-2,735-18%$3.7M$3.2M-$568.1K2026-10-16
Compass Financial Management LLC
INCREASED12,07211,160+912+8%$2.8M$3.2M+$401.2K2026-10-30
Probity Advisors, Inc.
DECREASED12,04912,209-160-1%$3.1M$3.2M+$79.7K2026-10-23
Mcdaniel Terry & Co
DECREASED12,03712,069-320%$3.0M$3.1M+$111.8K2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED12,03212,139-107-1%$3.1M$3.1M+$92.8K2026-10-28
Aprio Wealth Management, LLC
INCREASED12,02010,430+1,590+15%$2.6M$3.1M+$519.8K2026-10-28
Jefferies Financial Group Inc.
DECREASED12,000268,264-256,264-96%$67.5M$3.1M-$64.4M2026-11-05
Facet Wealth, Inc.
INCREASED11,98711,184+803+7%$2.8M$3.1M+$321.3K2026-11-04
Lawood & Co
DECREASED11,97812,003-250%$3.0M$3.1M+$112.9K2026-10-09
180 Wealth Advisors, LLC
INCREASED11,9646,433+5,531+86%$1.6M$3.1M+$1.5M2026-11-03
Physicians Financial Services, Inc.
DECREASED11,95812,050-92-1%$3.0M$3.1M+$96.0K2026-11-04
Geneva Partners, LLC
NEW11,942—+11,942——$3.1M—2026-10-26
Donoghue Forlines LLC
INCREASED11,9367,691+4,245+55%$1.9M$3.1M+$1.2M2026-11-02
Capital Planning LLC
DECREASED11,91619,416-7,500-39%$4.9M$3.1M-$1.8M2026-10-09
Ipswich Investment Management Co., Inc.
UNCHANGED11,89611,89600%$3.0M$3.1M+$118.4K2026-10-13
Arista Wealth Management, LLC
INCREASED11,85511,815+40+0%$3.0M$3.1M+$128.0K2026-10-29
Valmark Advisers, Inc.
INCREASED11,84110,340+1,501+15%$2.6M$3.1M+$495.3K2026-11-06
Register Financial Advisors LLC
DECREASED11,83711,849-120%$3.0M$3.1M+$114.9K2026-10-23
AGP Franklin, LLC
INCREASED11,83411,463+371+3%$2.9M$3.1M+$211.1K2026-11-04
Kelleher Financial Advisors
DECREASED11,83217,508-5,676-32%$4.4M$3.1M-$1.3M2026-10-30
Millennium Capital Advisors, LLC
DECREASED11,75111,769-180%$3.0M$3.1M+$112.1K2026-10-16
Tannin Capital LLC
DECREASED11,72612,795-1,069-8%$3.2M$3.1M-$152.3K2026-11-05
Aries Wealth Management
DECREASED11,71811,730-120%$3.0M$3.1M+$113.6K2026-10-23
Midland Wealth Advisors, LLC
DECREASED11,70612,663-957-8%$3.2M$3.1M-$124.3K2026-10-26
Huntleigh Advisors, Inc.
INCREASED11,70011,653+47+0%$2.9M$3.1M+$128.4K2026-11-03
Certuity, LLC
DECREASED11,659498,050-486,391-98%$3.5M$3.0M-$477.6K2026-11-02
Hall Laurie J Trustee
DECREASED11,65513,705-2,050-15%$3.4M$3.0M-$399.9K2026-10-06
Chilton Capital Management LLC
DECREASED11,63713,608-1,971-14%$3.4M$3.0M-$380.2K2026-10-28
Victory Financial Group, LLC
INCREASED11,6318,863+2,768+31%$2.2M$3.0M+$812.2K2026-10-27
Northside Capital Management, LLC
INCREASED11,61711,267+350+3%$2.8M$3.0M+$203.7K2026-10-13
GKV Capital Management Co., Inc.
DECREASED11,61711,679-62-1%$2.9M$3.0M+$100.0K2026-11-06
Portfolio Design Labs, LLC
INCREASED11,61311,344+269+2%$2.9M$3.0M+$183.3K2026-11-04
Bedel Financial Consulting, Inc.
DECREASED11,61211,757-145-1%$3.0M$3.0M+$79.3K2026-11-06
Bangor Savings Bank
DECREASED11,58012,051-471-4%$3.0M$3.0M-$3.3K2026-10-06
Ethos Capital Management, Inc.
INCREASED11,53110,283+1,248+12%$2.6M$3.0M+$428.8K2026-11-03
Nilsine Partners, LLC
INCREASED11,51410,103+1,411+14%$2.5M$3.0M+$469.6K2026-11-02
Hazlett, Burt & Watson, Inc.
UNCHANGED11,47611,47600%$2.7M$2.8M+$100.0K2026-11-04
United Financial Planning Group LLC
INCREASED11,41711,412+5+0%$2.9M$3.0M+$114.8K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED11,39811,434-360%$2.9M$3.0M+$104.7K2026-11-04
S-Bank Fund Management Ltd
INCREASED11,37410,822+552+5%$2.7M$3.0M+$252.1K2026-11-06
Beacon Financial Group
INCREASED11,30210,847+455+4%$2.7M$3.0M+$226.7K2026-10-19
Retirement Planning Group, LLC
DECREASED11,28611,531-245-2%$2.9M$3.0M+$50.4K2026-10-19
Central Bank & Trust Co
INCREASED11,27111,017+254+2%$2.8M$2.9M+$176.1K2026-10-09
Davis Investment Partners, LLC
INCREASED11,26110,900+361+3%$2.7M$2.9M+$203.0K2026-11-05
Supplemental Annuity Collective Trust of NJ
DECREASED11,18111,332-151-1%$2.9M$2.9M+$73.3K2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED11,17711,196-190%$2.8M$2.9M+$106.4K2026-10-23
Councilmark Asset Management, LLC
UNCHANGED11,13711,13700%$2.8M$2.9M+$110.8K2026-10-20
Blackhawk Capital Partners, LLC
DECREASED11,12811,393-265-2%$2.9M$2.9M+$44.0K2026-11-10
Texas Capital Bank Wealth Management Services Inc
DECREASED11,12311,256-133-1%$2.8M$2.9M+$77.2K2026-11-09
Nvwm, LLC
DECREASED11,12111,341-220-2%$2.9M$2.9M+$55.2K2026-10-14
Hartline Investment Corp/
UNCHANGED11,11911,11900%$2.8M$2.9M+$110.6K2026-10-29
Cadinha & Co LLC
INCREASED11,11311,083+30+0%$2.8M$2.9M+$118.1K2026-10-22
Strid Group, LLC
INCREASED11,06511,022+43+0%$2.8M$2.9M+$120.9K2026-10-28
Boston Common Asset Management, LLC
NEW11,064—+11,064——$2.9M—2026-10-13
Victrix Investment Advisors
DECREASED11,01711,038-210%$2.8M$2.9M+$104.5K2026-10-13
Clear Creek Financial Management, LLC
INCREASED10,97610,246+730+7%$2.6M$2.9M+$293.1K2026-10-28
Midwest Professional Planners, Ltd.
DECREASED10,96411,172-208-2%$2.8M$2.9M+$56.8K2026-10-29
Townsend & Associates, Inc
DECREASED10,95710,960-30%$2.8M$3.1M+$350.3K2026-10-23
Investment Partners, Ltd.
INCREASED10,9255,997+4,928+82%$1.5M$2.9M+$1.3M2026-10-29
Obermeyer Wealth Partners
INCREASED10,90810,832+76+1%$2.7M$2.9M+$127.7K2026-10-21
Frontier Asset Management, LLC
DECREASED10,87310,976-103-1%$2.8M$2.8M+$82.3K2026-10-28
Bell Asset Management Ltd
DECREASED10,83320,895-10,062-48%$5.3M$2.8M-$2.4M2026-10-08
Autumn Glory Partners, LLC
DECREASED10,79310,875-82-1%$2.7M$2.8M+$86.7K2026-10-26
River Wealth Advisors LLC
DECREASED10,78713,328-2,541-19%$3.4M$2.8M-$532.1K2026-11-09
Burford Brothers, Inc.
INCREASED10,78110,770+11+0%$2.7M$2.8M+$109.9K2026-10-21
Madden Securities Corp
DECREASED10,77310,775-20%$2.7M$2.8M+$106.7K2026-10-27
DCF Advisers, LLC
UNCHANGED10,75010,75000%$2.7M$2.8M+$107.0K2026-11-04
Waterfront Wealth Inc.
INCREASED10,67810,643+35+0%$2.6M$3.1M+$431.1K2026-11-03
Forza Wealth Management, LLC
DECREASED10,67810,703-250%$2.7M$2.8M+$100.0K2026-10-20
Financial Planning Hawaii, Inc.
DECREASED10,67711,906-1,229-10%$3.0M$2.8M-$203.0K2026-10-13
Markowski Investments
INCREASED10,67610,631+45+0%$2.7M$2.8M+$117.6K2026-10-30
Adelphi Trust Co
INCREASED10,66810,464+204+2%$2.6M$2.8M+$157.5K2026-10-05
Wealth Effects LLC
DECREASED10,66510,756-91-1%$2.7M$2.8M+$83.4K2026-10-23
Sawgrass Asset Management LLC
DECREASED10,57511,338-763-7%$2.9M$2.8M-$86.8K2026-11-03
Gibbs Wealth Management
DECREASED10,56511,667-1,102-9%$2.9M$2.8M-$172.1K2026-10-22
Tred Avon Family Wealth, LLC
DECREASED10,54110,584-430%$2.7M$2.8M+$94.1K2026-10-20
Lederer & Associates Investment Counsel
DECREASED10,53010,585-55-1%$2.7M$2.8M+$91.0K2026-10-23
Tritonpoint Wealth, LLC
INCREASED10,51810,503+15+0%$2.6M$2.8M+$108.4K2026-10-19
Advisory Solutions Group, LLC
INCREASED10,4913,333+7,158+215%$838.7K$2.7M+$1.9M2026-10-14
Nicholas Hoffman & Company, Llc.
INCREASED10,48810,274+214+2%$2.6M$2.7M+$158.2K2026-10-30
Opinicus Capital, Inc.
DECREASED10,45910,651-192-2%$2.7M$2.7M+$55.6K2026-10-28
Orca Wealth Management, LLC
INCREASED10,40310,348+55+1%$2.6M$2.7M+$117.3K2026-10-14
Platform Technology Partners
DECREASED10,37410,636-262-2%$2.7M$2.7M+$37.2K2026-11-02
OAK Family Advisors, LLC
DECREASED10,36310,503-140-1%$2.6M$2.7M+$67.6K2026-10-19
Aspire Private Capital, LLC
INCREASED10,3628,960+1,402+16%$2.3M$2.7M+$455.8K2026-11-05
JFS Wealth Advisors, LLC
DECREASED10,35910,506-147-1%$2.6M$2.7M+$66.0K2026-11-03
Hudson Canyon Capital Management
DECREASED10,32110,959-638-6%$2.8M$2.7M-$57.9K2026-11-04
Trust Point Inc.
INCREASED10,28810,133+155+2%$2.5M$2.7M+$141.4K2026-10-27
ProVise Management Group, LLC
DECREASED10,27810,735-457-4%$2.7M$2.7M-$12.7K2026-11-06
Armstrong Advisory Group, Inc
INCREASED10,2769,193+1,083+12%$2.3M$2.7M+$374.6K2026-10-09
Renaissance Investment Group LLC
INCREASED10,2699,842+427+4%$2.5M$2.7M+$209.7K2026-10-28
Family Legacy, Inc.
DECREASED10,25610,418-162-2%$2.6M$2.7M+$61.3K2026-10-13
Balboa Wealth Partners
INCREASED10,24010,057+183+2%$2.5M$2.7M+$148.0K2026-10-20
Sawyer & Company, Inc
DECREASED10,23410,757-523-5%$2.7M$2.7M-$29.8K2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED10,23116,950-6,719-40%$4.3M$2.7M-$1.6M2026-10-14
Occidental Asset Management, LLC
DECREASED10,22410,577-353-3%$2.7M$2.7M+$12.9K2026-11-05
Yankcom Partnership
INCREASED10,21710,163+54+1%$2.6M$2.7M+$115.2K2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED10,2099,731+478+5%$2.4M$2.9M+$482.0K2026-10-28
Axxion S.A.
INCREASED10,1899,710+479+5%$2.4M$2.7M+$221.9K2026-10-22
Lighthouse Wealth Management Inc.
UNCHANGED10,17310,17300%$2.6M$2.7M+$101.2K2026-10-13
TradeWell Securities, Llc.
INCREASED10,14910,052+97+1%$2.5M$2.7M+$125.4K2026-10-21
Regatta Capital Group, LLC
NEW10,094—+10,094——$2.6M—2026-10-23
TCV Trust & Wealth Management, Inc.
DECREASED10,07810,111-330%$2.5M$2.6M+$92.0K2026-10-16
Peloton Wealth Strategists
DECREASED10,07512,775-2,700-21%$3.2M$2.6M-$579.0K2026-11-09
Stackstone Wealth, LLC
NEW10,069—+10,069——$2.6M—2026-10-19
Quent Capital, LLC
INCREASED10,0639,570+493+5%$2.4M$2.9M+$518.8K2026-11-09
Legacy Financial Advisors, Inc.
INCREASED10,0609,983+77+1%$2.5M$2.6M+$119.6K2026-11-09
Cohen Capital Management, Inc.
UNCHANGED10,04210,04200%$2.5M$2.6M+$99.9K2026-10-14
Silverlake Wealth Management LLC
INCREASED10,03210,027+5+0%$2.5M$2.6M+$101.1K2026-10-21
Cherokee Insurance Co
UNCHANGED10,00010,00000%$2.5M$2.6M+$99.5K2026-11-05
Sweeney & Michel, LLC
INCREASED9,9879,930+57+1%$2.4M$2.6M+$169.2K2026-10-16
Focused Wealth Management, Inc
INCREASED9,8749,724+150+2%$2.4M$2.6M+$136.0K2026-10-30
Weatherly Asset Management L. P.
INCREASED9,8559,830+25+0%$2.5M$2.6M+$104.3K2026-10-20
Hardy Reed LLC
INCREASED9,8499,616+233+2%$2.4M$2.6M+$156.6K2026-11-06
Wincap Financial LLC
DECREASED9,82810,261-433-4%$2.6M$2.6M-$11.1K2026-10-20
Camden National Bank
DECREASED9,7989,869-71-1%$2.5M$2.6M+$79.6K2026-11-02
Altura Wealth Advisors Inc.
INCREASED9,7738,748+1,025+12%$2.2M$2.6M+$355.0K2026-10-22
Jeppson Wealth Management, LLC
DECREASED9,7729,902-130-1%$2.5M$2.6M+$64.5K2026-10-20
Pflug Koory, LLC
DECREASED9,7629,770-80%$2.5M$2.6M+$95.1K2026-10-26
Secured Retirement Advisors, LLC
DECREASED9,73710,052-315-3%$2.5M$2.5M+$17.5K2026-11-10
Indiana Trust & Investment Management Co
DECREASED9,7179,867-150-2%$2.5M$2.5M+$58.9K2026-10-22
XML Financial, LLC
DECREASED9,7069,996-290-3%$2.5M$2.5M+$23.7K2026-10-29
Morton Capital Management LLC
DECREASED9,6999,961-262-3%$2.5M$2.5M+$30.5K2026-10-23
Altman Advisors, Inc.
DECREASED9,6899,733-440%$2.4M$2.5M+$85.4K2026-11-05
Trueblood Wealth Management, LLC
DECREASED9,6759,700-250%$2.4M$2.5M+$90.2K2026-10-23
Cottage Street Advisors LLC
DECREASED9,67310,050-377-4%$2.5M$2.5M+$2.1K2026-10-19
Delta Financial Advisors LLC
INCREASED9,6699,464+205+2%$2.4M$2.5M+$147.8K2026-10-27
Freedom Day Solutions, LLC
DECREASED9,6689,699-310%$2.4M$2.5M+$88.6K2026-10-20
Formidable Asset Management, LLC
DECREASED9,6439,748-105-1%$2.1M$2.4M+$306.6K2026-11-03
Gerald Baker Financial Group LLC
DECREASED9,6329,646-140%$2.4M$2.5M+$92.3K2026-10-09
Dagco, Inc.
INCREASED9,6199,479+140+1%$2.4M$2.5M+$131.1K2026-10-20
Human Investing LLC
INCREASED9,6189,340+278+3%$2.4M$2.5M+$165.7K2026-10-19
Douglas Lane & Associates, LLC
DECREASED9,6019,961-360-4%$2.5M$2.5M+$4.9K2026-10-09
Childress Capital Advisors, LLC
INCREASED9,5699,282+287+3%$2.3M$2.5M+$167.3K2026-10-28
Juncture Wealth Strategies, LLC
INCREASED9,5591,735+7,824+451%$436.6K$2.5M+$2.1M2026-10-06
Lighthouse Financial Services Inc
INCREASED9,5519,523+28+0%$2.4M$2.5M+$107.5K2026-11-02
Form Wealth Advisors, LLC
DECREASED9,5389,572-340%$2.4M$2.5M+$86.4K2026-10-13
Westhampton Capital, LLC
DECREASED9,4709,800-330-3%$2.5M$2.5M+$11.2K2026-10-30
Nixon Peabody Trust Co
INCREASED9,4618,249+1,212+15%$2.1M$2.5M+$399.1K2026-10-23
Traphagen Investment Advisors LLC
DECREASED9,4539,472-190%$2.4M$2.5M+$89.3K2026-10-14
First National Bank & Trust Co of Newtown
UNCHANGED9,4279,42700%$2.4M$2.8M+$414.2K2026-11-09
Sendero Wealth Management, LLC
DECREASED9,3879,395-80%$2.4M$2.5M+$91.4K2026-10-14
Wynn Capital, LLC
DECREASED9,3839,388-50%$2.4M$2.5M+$92.1K2026-10-13
ARS Wealth Advisors Group, LLC
INCREASED9,3589,349+9+0%$2.4M$2.4M+$95.3K2026-10-16
Southern Michigan Bank & Trust
DECREASED9,3439,445-102-1%$2.4M$2.4M+$67.3K2026-10-19
Etesian Wealth Advisors, Inc.
DECREASED9,3429,470-128-1%$2.4M$2.4M+$60.7K2026-10-27
Sterling Investment Counsel, LLC
INCREASED9,3199,241+78+1%$2.3M$2.4M+$112.4K2026-10-19
Summit Financial Strategies, Inc.
INCREASED9,3089,278+30+0%$2.3M$2.4M+$100.2K2026-10-14
Nfsg Corp
INCREASED9,3049,066+238+3%$2.3M$2.4M+$152.4K2026-10-15
Strategic Blueprint, LLC
DECREASED9,2689,738-470-5%$2.5M$2.4M-$26.1K2026-10-22
Cidel Asset Management Inc
UNCHANGED9,2599,25900%$2.3M$2.4M+$92.1K2026-10-29
First Financial Corp
DECREASED9,2589,288-300%$2.3M$2.4M+$84.6K2026-10-13
BIP Wealth, LLC
INCREASED9,2549,049+205+2%$2.3M$2.4M+$143.8K2026-10-22
Massachusetts Wealth Management
DECREASED9,2509,325-75-1%$2.3M$2.4M+$73.2K2026-10-21
Foster Group, Inc.
DECREASED9,2449,603-359-4%$2.4M$2.4M+$1.8K2026-10-13
Kennebec Savings Bank
DECREASED9,2379,247-100%$2.3M$2.4M+$89.4K2026-10-22
RMR Capital Management, LLC
UNCHANGED9,2129,21200%$2.3M$2.4M+$91.7K2026-10-23
WealthPLAN Partners, LLC
DECREASED9,1939,387-194-2%$2.4M$2.4M+$42.8K2026-10-15
Correct Capital Wealth Management
DECREASED9,1909,208-180%$2.3M$2.4M+$87.1K2026-11-02
City State Bank
DECREASED9,1809,181-10%$2.3M$2.4M+$91.1K2026-10-20
Mengis Capital Management, Inc.
INCREASED9,1769,174+2+0%$2.3M$2.4M+$91.7K2026-10-13
Sunesis Advisors, LLC
NEW9,159—+9,159——$2.4M—2026-10-26
Asset Dedication, LLC
INCREASED9,1589,004+154+2%$2.3M$2.4M+$129.9K2026-11-03
Brian LOW Financial Group, LLC
INCREASED9,1478,768+379+4%$2.2M$2.4M+$186.6K2026-10-28
Jnba Financial Advisors
INCREASED9,1199,004+115+1%$2.3M$2.4M+$119.7K2026-11-03
Clarus Wealth Advisors
INCREASED9,1199,101+18+0%$2.3M$2.5M+$220.9K2026-10-13
AdvisorShares Investments LLC
INCREASED9,0987,318+1,780+24%$1.8M$2.4M+$538.4K2026-11-09
Granite Islands Private Wealth, LLC
INCREASED9,0688,796+272+3%$2.2M$2.4M+$161.1K2026-10-16
Ironwood Investment Counsel, LLC
DECREASED9,0529,119-67-1%$2.3M$2.4M+$73.2K2026-11-10
Brady Martz Wealth Solutions, LLC
DECREASED9,0279,028-10%$2.3M$2.4M+$89.5K2026-11-05
Compass Ion Advisors, LLC
INCREASED8,9468,697+249+3%$2.2M$2.3M+$151.9K2026-10-23
Measured Risk Portfolios, Inc.
DECREASED8,9449,287-343-4%$2.3M$2.3M+$2.8K2026-10-21
Joel Isaacson & Co., LLC
INCREASED8,9278,694+233+3%$2.2M$2.3M+$147.3K2026-11-05
Piscataqua Savings Bank
DECREASED8,9149,828-914-9%$2.5M$2.3M-$141.4K2026-10-21
United Community Bank
DECREASED8,8629,661-799-8%$2.4M$2.3M-$112.9K2026-10-28
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED8,8268,845-190%$2.2M$2.6M+$311.1K2026-10-21
Abacus Wealth Partners, LLC
INCREASED8,7958,029+766+10%$2.0M$2.3M+$280.3K2026-11-03
Allegheny Financial Group
INCREASED8,7938,745+48+1%$2.2M$2.3M+$99.8K2026-11-05
Kathmere Capital Management, LLC
INCREASED8,7897,045+1,744+25%$1.8M$2.3M+$526.3K2026-10-20
CRA Financial Services, LLC
DECREASED8,7889,077-289-3%$2.3M$2.3M+$14.8K2026-10-16
Riverpoint Wealth Management Holdings, LLC
INCREASED8,7698,709+60+1%$2.2M$2.3M+$102.4K2026-11-09
Mirabaud & Cie SA
UNCHANGED8,7668,76600%$2.2M$2.3M+$87.2K2026-10-27
Westover Capital Advisors, LLC
INCREASED8,7598,549+210+2%$2.2M$2.3M+$140.0K2026-10-26
Argyle Capital Partners, LLC
DECREASED8,7569,306-550-6%$2.3M$2.3M-$51.4K2026-10-23
Woodward Diversified Capital, LLC
DECREASED8,7508,887-137-2%$2.2M$2.3M+$52.4K2026-10-21
Lee Financial Co
DECREASED8,7358,758-230%$2.2M$2.3M+$81.1K2026-10-16
Warm Springs Advisors Inc.
UNCHANGED8,6878,68700%$2.2M$2.3M+$86.4K2026-10-28
LFG Wealth Partners, LLC
INCREASED8,6627,864+798+10%$2.0M$2.3M+$287.1K2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED8,6558,879-224-3%$2.2M$2.3M+$29.9K2026-11-04
Crew Capital Management, Ltd
INCREASED8,6488,551+97+1%$2.2M$2.3M+$110.5K2026-10-28
OceanIQ Capital, LLC
INCREASED8,6468,588+58+1%$2.1M$2.4M+$224.4K2026-10-19
Mechanics Financial Corp
DECREASED8,6078,627-200%$2.2M$2.3M+$80.6K2026-11-05
Family Capital Trust Co
DECREASED8,5968,636-400%$2.2M$2.2M+$75.4K2026-10-22
KRS Capital Management, LLC
INCREASED8,5868,572+14+0%$2.2M$2.2M+$88.8K2026-10-16
Knuff & Co LLC
UNCHANGED8,5558,55500%$2.2M$2.2M+$85.1K2026-11-06
Pacific Wealth Strategies Group, Inc.
INCREASED8,5518,096+455+6%$2.0M$2.2M+$199.6K2026-11-02
O'Brien Greene & Co. Inc
UNCHANGED8,5438,54300%$2.1M$2.2M+$85.0K2026-11-05
Cardinal Point Capital Management ULC
INCREASED8,5368,437+99+1%$2.1M$2.2M+$109.8K2026-10-21
Cambridge Advisors Inc.
INCREASED8,5258,520+5+0%$2.1M$2.2M+$86.1K2026-10-19
Eagle Bay Advisors LLC
INCREASED8,4948,312+182+2%$2.1M$2.2M+$130.3K2026-10-16
Leo Wealth, LLC
NEW8,486—+8,486——$2.2M—2026-10-26
Portside Wealth Group, LLC
DECREASED8,44417,712-9,268-52%$4.5M$2.2M-$2.2M2026-10-20
Mccarter Private Wealth Services LLC
INCREASED8,4337,697+736+10%$1.9M$2.2M+$269.1K2026-10-22
Eads & Heald Wealth Management
DECREASED8,4278,449-220%$2.1M$2.2M+$78.3K2026-10-29
Accredited Investors Inc.
DECREASED8,4178,939-522-6%$2.2M$2.2M-$47.6K2026-11-03
Carr Financial Group Corp
INCREASED8,3984,952+3,446+70%$1.2M$2.2M+$950.7K2026-11-10
Paragon Private Wealth Management, LLC
DECREASED8,38510,654-2,269-21%$2.7M$2.2M-$487.8K2026-10-20
Cannon Financial Strategists, Inc.
UNCHANGED8,3698,36900%$2.1M$2.2M+$83.3K2026-10-19
Wealth Intelligence, LLC
INCREASED8,3408,194+146+2%$2.1M$2.2M+$119.7K2026-10-16
Trust Co of the South
INCREASED8,3378,322+15+0%$2.1M$2.2M+$86.7K2026-10-21
Ridgecrest Wealth Partners, LLC
DECREASED8,3378,339-20%$2.1M$2.2M+$82.5K2026-10-19
Pavion Blue Capital, LLC
DECREASED8,3318,426-95-1%$2.3M$2.2M-$167.5K2026-11-05
St. Louis Trust Co
UNCHANGED8,2788,27800%$873.4K$2.2M+$1.3M2026-11-03
Colton Groome Financial Advisors, LLC
INCREASED8,2745,507+2,767+50%$1.4M$2.2M+$778.9K2026-10-06
Anderson Hoagland & Co
UNCHANGED8,2678,26700%$2.1M$2.4M+$277.4K2026-10-23
Legacy Trust
INCREASED8,2637,861+402+5%$2.0M$2.4M+$458.5K2026-11-06
Simon Quick Advisors, LLC
INCREASED8,2416,539+1,702+26%$1.6M$2.2M+$510.3K2026-10-26
Corundum Group, Inc.
INCREASED8,2408,000+240+3%$2.0M$2.2M+$142.4K2026-10-28
Cullen Capital Management, LLC
INCREASED8,2227,152+1,070+15%$1.8M$2.2M+$351.1K2026-11-10
Bingham Private Wealth, LLC
DECREASED8,1998,615-416-5%$2.2M$2.1M-$23.1K2026-11-05
Souders Financial Advisors
DECREASED8,1578,246-89-1%$2.1M$2.1M+$58.8K2026-11-03
Collaborative Fund Advisors, LLC
INCREASED8,1396,568+1,571+24%$1.7M$2.1M+$476.3K2026-11-02
TBH Global Asset Management, LLC
INCREASED8,1388,024+114+1%$2.0M$2.1M+$109.8K2026-11-03
RF&L Wealth Management, LLC
DECREASED8,1108,470-360-4%$2.1M$2.1M-$9.9K2026-10-20
Gold Investment Management Ltd.
INCREASED8,0498,043+6+0%$2.0M$2.1M+$81.6K2026-10-19
MBL Wealth, LLC
INCREASED8,0467,862+184+2%$2.0M$2.1M+$126.4K2026-10-22
XXI Wealth, LLC
INCREASED8,0297,267+762+10%$1.8M$2.1M+$271.7K2026-10-22
KPP Advisory Services LLC
DECREASED8,0249,796-1,772-18%$2.5M$2.1M-$366.0K2026-10-26
Coyle Financial Counsel LLC
INCREASED8,0207,780+240+3%$2.0M$2.1M+$140.2K2026-10-28
Aspiriant, LLC
DECREASED8,01610,553-2,537-24%$2.7M$2.1M-$558.7K2026-10-16
Sentry LLC
DECREASED7,9698,169-200-2%$2.1M$2.1M+$29.0K2026-10-30
Crescent Grove Advisors, LLC
INCREASED7,9674,906+3,061+62%$1.2M$2.1M+$849.5K2026-10-21
West Paces Advisors Inc.
DECREASED7,9648,090-126-2%$2.0M$2.1M+$47.5K2026-10-13
Chung Wu Investment Group, LLC
INCREASED7,9456,695+1,250+19%$1.7M$2.1M+$393.6K2026-11-03
Hummer Financial Advisory Services Inc
DECREASED7,9208,220-300-4%$2.1M$2.1M+$3.3K2026-10-09
Concord Wealth Partners
INCREASED7,9187,796+122+2%$2.0M$2.1M+$109.5K2026-11-02
Wakefield Asset Management Lllp
INCREASED7,8917,832+59+1%$2.0M$2.1M+$93.4K2026-11-05
Revolve Wealth Partners, LLC
DECREASED7,8757,998-123-2%$2.0M$2.1M+$47.2K2026-10-23
PW Nova Financial Services LLC
INCREASED7,8683,660+4,208+115%$921.0K$2.1M+$1.1M2026-10-15
InvesTrust
DECREASED7,8167,969-153-2%$2.0M$2.0M+$39.3K2026-10-14
Ejmk Ventures LLC
INCREASED7,7997,547+252+3%$1.9M$2.0M+$141.1K2026-10-21
Certified Advisory Corp
INCREASED7,7997,683+116+2%$1.9M$2.0M+$106.8K2026-10-29
Sovran Advisors, LLC
INCREASED7,7827,668+114+1%$2.0M$2.3M+$245.0K2026-11-02
Sprott Inc.
INCREASED7,7827,747+35+0%$1.9M$2.0M+$86.2K2026-11-09
Blue Line Capital, LLC / IL
INCREASED7,7736,918+855+12%$1.7M$2.0M+$292.3K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED7,7608,765-1,005-11%$2.2M$2.0M-$175.6K2026-10-21
Mindset Wealth Management, LLC
INCREASED7,7377,694+43+1%$1.9M$2.0M+$87.8K2026-10-19
Redmond Asset Management, LLC
DECREASED7,7257,808-83-1%$2.0M$2.0M+$56.0K2026-10-27
Kassira Wealth Management LLC
INCREASED7,7257,702+23+0%$1.9M$2.0M+$82.7K2026-10-28
Heritage Wealth Advisors
INCREASED7,7047,574+130+2%$1.9M$2.0M+$109.7K2026-11-09
L. Roy Papp & Associates, LLP
INCREASED7,6947,581+113+1%$1.9M$2.0M+$105.0K2026-10-21
Monetary Solutions, Ltd
INCREASED7,6907,687+3+0%$1.9M$2.0M+$77.3K2026-10-22
First Hawaiian Bank
DECREASED7,6777,742-65-1%$1.9M$2.0M+$60.0K2026-10-14
Beaumont Financial Advisors, LLC
DECREASED7,6547,660-60%$1.9M$2.0M+$74.7K2026-10-22
Pictet Bank & Trust Ltd
DECREASED7,6349,150-1,516-17%$2.3M$2.0M-$305.5K2026-10-21
Optas, LLC
INCREASED7,6277,513+114+2%$1.9M$2.0M+$104.6K2026-11-09
Global Assets Advisory, LLC
INCREASED7,6257,499+126+2%$1.9M$2.0M+$125.2K2026-10-28
Great Lakes Retirement, Inc.
INCREASED7,6167,211+405+6%$1.8M$2.0M+$177.6K2026-10-26
Farmers & Merchants Trust Co of Long Beach
INCREASED7,6137,355+258+4%$1.9M$2.0M+$140.7K2026-10-22
Ellis Investment Partners, LLC
INCREASED7,5857,558+27+0%$1.9M$2.0M+$82.2K2026-10-21
Barton Investment Management
UNCHANGED7,5787,57800%$1.9M$2.0M+$75.4K2026-10-27
Van Cleef Asset Management,Inc
UNCHANGED7,5707,57000%$1.9M$2.0M+$75.4K2026-10-20
Pines Wealth Management, LLC
DECREASED7,5267,808-282-4%$2.0M$2.0M+$3.9K2026-10-21
Nautilus Advisors LLC
INCREASED7,5197,491+28+0%$1.9M$2.0M+$108.6K2026-10-07
High Note Wealth, LLC
DECREASED7,5177,545-280%$1.9M$2.0M+$67.7K2026-10-27
Richards, Merrill & Peterson, Inc.
INCREASED7,5147,403+111+2%$1.9M$2.0M+$102.7K2026-10-19
Old Mission Investment Co LLC
INCREASED7,4937,291+202+3%$1.8M$2.0M+$125.5K2026-10-22
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED7,4907,49000%$1.9M$2.0M+$74.5K2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED7,4709,681-2,211-23%$2.4M$2.0M-$482.1K2026-10-07
Serenity Investment Advisors
UNCHANGED7,4687,46800%$2.0M$2.0M-$1.8K2026-10-30
Ashton Thomas Securities, LLC
DECREASED7,4608,610-1,150-13%$2.1M$2.0M-$191.8K2026-10-26
Lantz Financial LLC
DECREASED7,4578,202-745-9%$2.1M$2.0M-$113.1K2026-10-15
Abel Hall, LLC
INCREASED7,4427,378+64+1%$1.9M$1.9M+$90.2K2026-10-19
Nadler Financial Group, Inc.
DECREASED7,4257,729-304-4%$1.9M$1.9M-$2.6K2026-10-23
Fenimore Asset Management Inc
UNCHANGED7,4257,42500%$1.9M$1.9M+$73.9K2026-10-08
Ignite Planners, LLC
INCREASED7,4196,930+489+7%$1.7M$2.0M+$206.0K2026-10-14
1900 Wealth Management LLC
INCREASED7,4166,582+834+13%$1.7M$1.9M+$283.6K2026-10-13
First Nebraska Trust Co
INCREASED7,3737,172+201+3%$1.8M$1.9M+$123.9K2026-10-30
LeConte Wealth Management, LLC
INCREASED7,3377,085+252+4%$1.8M$1.9M+$136.4K2026-10-20
Beverly Hills Private Wealth, LLC
INCREASED7,3366,164+1,172+19%$1.6M$1.9M+$367.9K2026-11-04
Univest Financial Corp
INCREASED7,3256,866+459+7%$1.7M$1.9M+$188.3K2026-11-05
LifeSteps Financial, Inc.
DECREASED7,2747,339-65-1%$1.8M$1.9M+$56.2K2026-10-15
Personal CFO Solutions, LLC
DECREASED7,2637,480-217-3%$1.9M$1.9M+$17.6K2026-11-06
1620 Investment Advisors, Inc.
INCREASED7,2567,146+110+2%$1.8M$1.9M+$99.9K2026-11-04
CenterBook Partners LP
NEW7,216—+7,216——$1.9M—2026-11-02
RMR Wealth Builders
DECREASED7,2147,287-73-1%$1.8M$1.9M+$53.5K2026-10-22
AdvisorNet Financial, Inc
INCREASED7,2116,595+616+9%$1.7M$2.0M+$384.5K2026-10-15
Versant Capital Management, Inc
INCREASED7,2046,899+305+4%$1.7M$1.9M+$148.4K2026-10-02
NBH Bank
INCREASED7,2027,182+20+0%$1.8M$1.9M+$76.7K2026-11-05
Access Financial Services, Inc.
DECREASED7,1937,298-105-1%$1.8M$1.9M+$45.1K2026-11-09
American Institute for Advanced Investment Management, LLP
DECREASED7,1717,204-330%$1.8M$1.9M+$63.0K2026-11-03
Founders Financial Securities LLC
DECREASED7,1539,802-2,649-27%$2.5M$1.9M-$595.5K2026-10-28
Ifrah Financial Services, Inc.
DECREASED7,1387,294-156-2%$1.8M$1.9M+$31.9K2026-10-13
Chemistry Wealth Management LLC
DECREASED7,1137,492-379-5%$1.9M$1.9M-$24.6K2026-10-16
Croban
INCREASED7,0957,077+18+0%$1.8M$1.9M+$75.1K2026-11-09
First Business Financial Services, Inc.
INCREASED7,0677,047+20+0%$1.8M$1.8M+$75.4K2026-10-29
Total Clarity Wealth Management, Inc.
DECREASED7,0657,072-70%$1.8M$1.8M+$68.7K2026-10-26
Dillon & Associates Inc
INCREASED7,0567,026+30+0%$1.8M$1.8M+$78.0K2026-10-22
Aljian Capital Management, LLC
INCREASED7,0437,024+19+0%$1.8M$1.8M+$74.8K2026-10-28
Arthur M. Cohen & Associates, LLC
DECREASED7,0257,470-445-6%$1.9M$1.8M-$42.1K2026-10-26
Merrion Investment Management Co, LLC
UNCHANGED7,0007,00000%$1.8M$1.8M+$69.7K2026-10-16
Princeton Capital Management LLC
DECREASED6,9746,979-50%$1.8M$1.8M+$68.1K2026-10-27
Magnus Financial Group LLC
INCREASED6,9636,845+118+2%$1.7M$1.8M+$98.8K2026-10-21
Galvin, Gaustad & Stein, LLC
INCREASED6,9416,895+46+1%$1.7M$1.8M+$80.8K2026-10-08
Monument Capital Management
INCREASED6,9366,503+433+7%$1.6M$1.8M+$178.0K2026-10-09
Wealth Alliance Advisory Group, LLC
DECREASED6,92011,481-4,561-40%$2.9M$1.8M-$1.1M2026-10-14
Baldwin Wealth Partners LLC
DECREASED6,9136,976-63-1%$1.8M$1.8M+$52.9K2026-10-13
Boltwood Capital Management
INCREASED6,9106,880+30+0%$1.7M$1.8M+$76.3K2026-10-02
Cassia Capital Partners, LLC
DECREASED6,8906,991-101-1%$1.8M$1.8M+$43.1K2026-11-04
Milestone Asset Management, LLC
DECREASED6,8836,977-94-1%$1.8M$1.8M+$45.0K2026-10-15
Oslo Pensjonsforsikring AS
INCREASED6,8626,376+486+8%$1.6M$1.8M+$190.6K2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED6,8606,86000%$1.7M$1.8M+$68.3K2026-11-02
Hendershot Investments Inc.
DECREASED6,8417,128-287-4%$1.8M$1.8M-$4.2K2026-11-05
Commonwealth Financial Services, LLC
DECREASED6,8257,228-403-6%$1.8M$1.8M-$33.5K2026-10-20
Washington Trust Bank
DECREASED6,8217,304-483-7%$1.8M$1.8M-$53.7K2026-11-03
Marathon Capital Management
INCREASED6,8116,807+4+0%$1.7M$1.8M+$68.8K2026-10-23
Acropolis Investment Management, LLC
DECREASED6,8067,039-233-3%$1.8M$1.8M+$9.0K2026-10-08
Paradigm Asset Management Co LLC
DECREASED6,8007,300-500-7%$1.8M$1.8M-$58.2K2026-11-05
First Affirmative Financial Network
NEW6,788—+6,788——$1.8M—2026-10-21
Grand Central Investment Group
DECREASED6,7876,950-163-2%$1.7M$1.8M+$26.5K2026-11-02
J2 Capital Management Inc
DECREASED6,7867,224-438-6%$1.8M$1.8M-$42.7K2026-10-19
Carlson Financial, Inc.
INCREASED6,7756,770+5+0%$1.7M$1.8M+$69.5K2026-11-05
Connecticut Wealth Management, LLC
DECREASED6,7638,519-1,756-21%$2.1M$1.8M-$374.6K2026-10-13
FinArc Investments, Inc.
INCREASED6,7515,251+1,500+29%$1.3M$1.8M+$444.6K2026-10-14
HBW Advisory Services LLC
DECREASED6,7357,190-455-6%$1.8M$1.8M-$47.5K2026-10-15
Anchyra Partners LLC
INCREASED6,7285,386+1,342+25%$1.4M$1.8M+$404.6K2026-10-13
RVW Wealth, LLC
UNCHANGED6,7286,72800%$1.7M$1.8M+$66.9K2026-10-06
SkyOak Wealth, LLC
UNCHANGED6,7256,72500%$1.7M$1.8M+$66.9K2026-10-28
Annis Gardner Whiting Capital Advisors, LLC
DECREASED6,7206,840-120-2%$1.7M$1.8M+$36.6K2026-11-09
Brady Family Wealth, LLC
DECREASED6,7116,715-40%$1.7M$1.8M+$65.8K2026-11-02
LongView Wealth Management
DECREASED6,7086,802-94-1%$1.7M$1.8M+$43.1K2026-10-19
First Premier Bank
INCREASED6,7076,697+10+0%$1.7M$1.8M+$68.0K2026-10-13
Global Financial Private Client, LLC
INCREASED6,6756,018+657+11%$1.5M$1.7M+$231.8K2026-10-15
Archford Capital Strategies, LLC
INCREASED6,6626,013+649+11%$1.5M$1.7M+$229.7K2026-10-19
GoalVest Advisory LLC
INCREASED6,6306,577+53+1%$1.7M$1.7M+$79.3K2026-10-02
Westbourne Investment Advisors, Inc.
UNCHANGED6,6256,62500%$1.7M$1.7M+$65.9K2026-10-20
Diversified Portfolios, Inc.
INCREASED6,6196,557+62+1%$1.7M$1.7M+$81.4K2026-11-04
Quilter Plc
INCREASED6,6115,859+752+13%$1.5M$1.7M+$255.0K2026-10-21
Washburn Capital Management, Inc.
INCREASED6,6104,839+1,771+37%$1.2M$1.7M+$511.5K2026-10-19
PUREfi Wealth, LLC
INCREASED6,5985,232+1,366+26%$1.3M$1.7M+$409.4K2026-10-19
Willow Creek Capital Management, Inc.
INCREASED6,5876,575+12+0%$1.7M$1.7M+$68.5K2026-11-10
Archer Investment Corp
INCREASED6,5726,483+89+1%$1.6M$1.7M+$87.8K2026-11-05
D'Orazio & Associates, Inc.
INCREASED6,5675,514+1,053+19%$1.4M$1.7M+$330.4K2026-11-04
Consilium Wealth Advisory, LLC
INCREASED6,5606,149+411+7%$1.5M$1.7M+$168.8K2026-10-14
Newman Dignan & Sheerar, Inc.
INCREASED6,5474,147+2,400+58%$1.0M$1.7M+$669.0K2026-10-21
Sun Group Wealth Partners
INCREASED6,5406,462+78+1%$1.6M$1.7M+$84.7K2026-10-26
Leonteq Securities AG
INCREASED6,5275,558+969+17%$1.4M$1.7M+$308.8K2026-10-29
CrossGen Wealth, LLC
INCREASED6,5195,983+536+9%$1.5M$1.7M+$199.8K2026-10-30
Nicholas Wealth, Llc.
INCREASED6,5106,233+277+4%$1.6M$1.7M+$134.4K2026-10-26
Drive Wealth Management, LLC
DECREASED6,5056,804-299-4%$1.7M$1.7M-$10.6K2026-11-09
Acima Private Wealth, LLC
DECREASED6,4696,848-379-6%$1.7M$1.7M-$31.1K2026-10-05
Steinberg Asset Management LLC
UNCHANGED6,4516,45100%$1.6M$1.7M+$64.2K2026-10-29
Iron Financial LLC
INCREASED6,4412,896+3,545+122%$728.8K$1.7M+$956.1K2026-10-23
First National Bank Sioux Falls
UNCHANGED6,4206,42000%$1.3M$1.7M+$337.7K2026-10-13
Regent Peak Wealth Advisors LLC
DECREASED6,4196,538-119-2%$1.6M$1.7M+$33.9K2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED6,4056,409-40%$1.6M$1.7M+$62.8K2026-10-16
Tranquility Partners, LLC
INCREASED6,3946,308+86+1%$1.6M$1.7M+$85.3K2026-10-20
Palacios Wealth Management, LLC
INCREASED6,3936,318+75+1%$1.6M$1.7M+$82.5K2026-11-04
Ullmann Wealth Partners Group, LLC
DECREASED6,3866,419-33-1%$1.6M$1.7M+$55.3K2026-11-02
Moss Adams Wealth Advisors LLC
DECREASED6,3857,424-1,039-14%$1.9M$1.7M-$198.0K2026-10-28
BG Investment Services, LLC
NEW6,371—+6,371——$1.7M—2026-10-23
WBH Advisory Inc
INCREASED6,3595,807+552+10%$1.5M$1.7M+$202.0K2026-11-05
Prentice Wealth Management LLC
DECREASED6,3556,526-171-3%$1.6M$1.7M+$20.2K2026-10-20
Alliance Wealth Advisors, LLC
DECREASED6,3538,284-1,931-23%$2.1M$1.7M-$422.7K2026-10-28
Wagner Wealth Management, LLC
INCREASED6,3485,722+626+11%$1.4M$1.7M+$220.7K2026-10-21
Missouri Trust & Investment Co
DECREASED6,3457,082-737-10%$1.8M$1.7M-$117.3K2026-11-04
Summit Financial Wealth Advisors, LLC
UNCHANGED6,3436,34300%$1.6M$1.7M+$63.1K2026-10-15
Seelaus Asset Management LLC
DECREASED6,3396,561-222-3%$1.7M$1.7M+$7.2K2026-10-14
Saxon Interests, Inc.
DECREASED6,3388,628-2,290-27%$2.2M$1.7M-$513.4K2026-10-26
Summit Investment Advisors, Inc.\KS
INCREASED6,3296,294+35+1%$1.6M$1.7M+$71.7K2026-11-05
Parrish Capital LLC
DECREASED6,3006,690-390-6%$1.7M$1.6M-$35.5K2026-10-01
Aafmaa Wealth Management & Trust LLC
DECREASED6,2986,582-284-4%$1.7M$1.6M-$8.8K2026-10-14
Concord Asset Management, LLC
INCREASED6,2856,000+285+5%$1.5M$1.6M+$134.5K2026-11-02
Atlas Capital Advisors Inc.
INCREASED6,264564+5,700+1011%$141.9K$1.6M+$1.5M2026-11-09
Paragon Capital Management Ltd
DECREASED6,2476,382-135-2%$1.6M$1.6M+$28.0K2026-10-09
Syverson Strege & Co
INCREASED6,2455,870+375+6%$1.5M$1.6M+$156.5K2026-11-02
Finward Bancorp
DECREASED6,2456,446-201-3%$1.6M$1.6M+$11.6K2026-10-14
Accuvest Global Advisors
DECREASED6,2416,775-534-8%$1.7M$1.6M-$72.0K2026-11-04
Greenspring Advisors, LLC
INCREASED6,2366,143+93+2%$1.5M$1.6M+$85.5K2026-11-05
Lummis Asset Management, LP
UNCHANGED6,2296,22900%$1.6M$1.8M+$232.9K2026-11-09
Cyr Financial Inc.
INCREASED6,2235,805+418+7%$1.5M$1.6M+$167.2K2026-10-16
Cascade Investment Group, Inc.
DECREASED6,2216,471-250-4%$1.6M$1.6M-$1.0K2026-10-13
Arvest Investments, Inc.
INCREASED6,2146,201+13+0%$1.6M$1.6M+$65.1K2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED6,1753,869+2,306+60%$974.0K$1.6M+$641.0K2026-11-05
Hamilton Point Investment Advisors, LLC
UNCHANGED6,1556,15500%$1.5M$1.6M+$61.2K2026-11-03
Innova Wealth Partners
DECREASED6,1496,176-270%$1.6M$1.6M+$54.5K2026-10-21
Condor Capital Management
INCREASED6,1455,794+351+6%$1.5M$1.6M+$149.6K2026-11-06
Long Road Investment Counsel, LLC
DECREASED6,1356,335-200-3%$1.6M$1.6M+$10.7K2026-11-04
Odyssey Capital Advisors, Inc.
DECREASED6,1266,161-35-1%$1.6M$1.6M+$52.1K2026-10-26
Gratus Wealth Advisors, LLC
DECREASED6,1056,406-301-5%$1.6M$1.6M-$15.0K2026-10-26
Baker Ellis Asset Management LLC
UNCHANGED6,0836,08300%$1.5M$1.6M+$60.5K2026-10-14
MBA Advisors LLC
INCREASED6,0475,970+77+1%$1.5M$1.6M+$79.6K2026-10-29
Targeted Financial Services LLC
INCREASED6,0446,042+2+0%$1.5M$1.6M+$60.5K2026-10-19
Diversified Management Inc
INCREASED6,0435,888+155+3%$1.5M$1.6M+$99.1K2026-10-08
Financial Management Professionals, Inc.
DECREASED6,0216,071-50-1%$1.5M$1.6M+$47.3K2026-10-23
RAM Investment Partners, LLC
INCREASED6,0185,980+38+1%$1.5M$1.6M+$69.4K2026-10-21
Breakwater Capital Group
DECREASED5,9855,987-20%$1.5M$1.6M+$59.1K2026-10-09
Landaas & Co
UNCHANGED5,9545,95400%$1.5M$1.6M+$59.2K2026-10-29
Financial Council, LLC
UNCHANGED5,9515,95100%$1.5M$1.6M+$59.2K2026-11-02
Wealth Dimensions Group, Ltd.
INCREASED5,9485,070+878+17%$1.3M$1.6M+$280.3K2026-11-02
Baron Wealth Management LLC
INCREASED5,9363,422+2,514+73%$861.1K$1.6M+$691.7K2026-10-27
Fortem Financial Group, LLC
INCREASED5,9335,778+155+3%$1.5M$1.6M+$98.0K2026-10-20
Hobart Private Capital, LLC
INCREASED5,9191,511+4,408+292%$380.3K$1.5M+$1.2M2026-10-19
United Advisor Group, LLC
INCREASED5,9135,691+222+4%$1.4M$1.5M+$114.7K2026-11-03
First Interstate Bank
DECREASED5,9065,964-58-1%$1.5M$1.5M+$44.2K2026-10-23
J.Safra Asset Management Corp
INCREASED5,9015,519+382+7%$1.4M$1.5M+$154.7K2026-11-03
Rahlfs Capital, LLC
UNCHANGED5,8995,89900%$1.5M$1.5M+$58.7K2026-10-23
Bank & Trust Co
DECREASED5,8885,923-35-1%$1.5M$1.5M+$49.8K2026-10-07
S&CO Inc
UNCHANGED5,8775,87700%$1.5M$1.5M+$59.0K2026-11-10
Eley Financial Management, Inc
INCREASED5,8755,841+34+1%$1.5M$1.5M+$67.0K2026-11-03
TSG Advice Partners, LLC
NEW5,869—+5,869——$1.5M—2026-10-29
Decision Investments, Inc
DECREASED5,8685,884-160%$1.5M$1.5M+$54.4K2026-10-07
Renasant Bank
DECREASED5,8586,332-474-7%$1.6M$1.5M-$61.0K2026-11-05
Future Financial Wealth Managment LLC
INCREASED5,8425,837+5+0%$1.5M$1.5M+$28.6K2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED5,8365,928-92-2%$1.5M$1.5M+$34.7K2026-10-19
Willner & Heller, LLC
DECREASED5,8345,852-180%$1.5M$1.5M+$53.7K2026-10-28
Legacy Financial Independent Advisors LLC
DECREASED5,8177,513-1,696-23%$1.9M$1.5M-$368.9K2026-11-02
Core Wealth Partners LLC
DECREASED5,8096,948-1,139-16%$1.7M$1.5M-$228.8K2026-11-02
Mustard Seed Financial, LLC
UNCHANGED5,7905,79000%$1.5M$1.5M+$57.6K2026-10-30
Fortitude Advisory Group L.L.C.
INCREASED5,7875,707+80+1%$1.4M$1.5M+$77.5K2026-10-15
Centerpoint Advisory Group
INCREASED5,7875,772+15+0%$1.5M$1.5M+$61.4K2026-10-23
Wellment Financial
INCREASED5,7785,767+11+0%$1.5M$1.5M+$60.3K2026-10-28
Curat Global, LLC
INCREASED5,7715,380+391+7%$1.4M$1.5M+$65.7K2026-10-26
Symmetry Partners, LLC
INCREASED5,7704,845+925+19%$1.2M$1.5M+$290.2K2026-10-27
Clayton Financial Group LLC
UNCHANGED5,7625,76200%$1.4M$1.5M+$57.3K2026-10-13
Valley National Advisers Inc
UNCHANGED5,7595,75900%$1.4M$1.5M+$57.2K2026-10-23
Grandfield & Dodd, LLC
UNCHANGED5,7445,74400%$1.4M$1.5M+$57.2K2026-10-29
Ariadne Wealth Management, LP
INCREASED5,7305,565+165+3%$1.4M$1.5M+$98.5K2026-11-06
Waters Parkerson & Co., LLC
DECREASED5,6945,719-250%$1.4M$1.5M+$50.4K2026-11-04
Greykasell Wealth Strategies, Inc.
INCREASED5,6685,664+4+0%$1.4M$1.5M+$57.5K2026-11-09
White Pine Capital LLC
DECREASED5,6625,717-55-1%$1.4M$1.5M+$42.5K2026-11-09
DMC Group, LLC
INCREASED5,6565,543+113+2%$1.4M$1.5M+$84.7K2026-10-26
Thrive Wealth Management, LLC
DECREASED5,6555,708-53-1%$1.4M$1.5M+$43.0K2026-10-13
Arrow Financial Corp
DECREASED5,6475,655-80%$1.4M$1.5M+$54.2K2026-10-26
Corps Capital Advisors, LLC
DECREASED5,6335,648-150%$1.4M$1.5M+$52.3K2026-11-05
Garrett Wealth Advisory Group, LLC
DECREASED5,6225,651-29-1%$1.4M$1.5M+$48.6K2026-10-22
Peregrine Asset Advisers, Inc.
DECREASED5,6176,008-391-7%$1.5M$1.5M-$42.5K2026-11-09
Almanack Investment Partners, Llc.
INCREASED5,6175,322+295+6%$1.3M$1.5M+$130.3K2026-11-03
Opal Wealth Advisors, LLC
DECREASED5,6136,171-558-9%$1.6M$1.5M-$84.5K2026-10-16
Zullo Investment Group, Inc.
INCREASED5,6135,542+71+1%$1.4M$1.5M+$73.9K2026-10-20
Earned Wealth Advisors, LLC
INCREASED5,6015,103+498+10%$1.3M$1.5M+$181.0K2026-11-06
Integris Wealth Management, LLC
UNCHANGED5,5815,58100%$1.4M$1.5M+$55.5K2026-10-14
Segment Wealth Management, LLC
UNCHANGED5,5765,57600%$1.4M$1.5M+$55.5K2026-10-26
Eclectic Associates Inc
UNCHANGED5,5755,57500%$1.4M$1.5M+$55.5K2026-10-09
Balentine LLC
DECREASED5,5746,466-892-14%$1.6M$1.5M-$169.0K2026-11-03
Range Financial Group LLC
INCREASED5,5655,435+130+2%$1.4M$1.5M+$88.3K2026-10-21
GGM Financial LLC
INCREASED5,5445,528+16+0%$1.4M$1.5M+$59.2K2026-11-05
Evermay Wealth Management LLC
UNCHANGED5,5425,54200%$1.4M$1.4M+$55.1K2026-11-05
MTM Investment Management, LLC
INCREASED5,5405,539+1+0%$1.4M$1.4M+$55.5K2026-10-30
Wealth Architects, LLC
INCREASED5,5324,832+700+14%$1.2M$1.4M+$231.2K2026-11-03
Golden State Wealth Management, LLC
INCREASED5,5262,747+2,779+101%$691.3K$1.4M+$754.3K2026-11-02
Accel Wealth Management
INCREASED5,5185,358+160+3%$1.3M$1.4M+$95.2K2026-10-13
Income Insurance Ltd
INCREASED5,5145,414+100+2%$1.4M$1.4M+$80.0K2026-10-21
Klingenstein Fields & Co LP
DECREASED5,4955,534-39-1%$1.4M$1.4M+$44.9K2026-11-10
Gerber Kawasaki Wealth & Investment Management
INCREASED5,4924,706+786+17%$1.2M$1.4M+$252.3K2026-10-29
Cromwell Holdings LLC
DECREASED5,4715,893-422-7%$1.5M$1.4M-$51.8K2026-10-28
Jmac Enterprises LLC
DECREASED5,4676,567-1,100-17%$1.7M$1.4M-$222.4K2026-10-30
KFG Wealth Management, LLC
DECREASED5,4645,670-206-4%$1.4M$1.4M+$2.5K2026-10-16
FSM Wealth Advisors, LLC
INCREASED5,4514,589+862+19%$1.2M$1.5M+$330.1K2026-10-27
Landmark Wealth Management, LLC
INCREASED5,4485,446+2+0%$1.4M$1.4M+$54.7K2026-11-03
Tanager Wealth Management LLP
INCREASED5,4424,146+1,296+31%$1.0M$1.4M+$380.3K2026-10-19
Cowa, LLC
DECREASED5,4315,469-38-1%$1.4M$1.4M+$44.5K2026-10-30
Clark Financial Services Group Inc
INCREASED5,4075,070+337+7%$1.3M$1.4M+$138.8K2026-10-19
Legacy Financial Strategies, LLC
INCREASED5,4075,382+25+0%$1.4M$1.4M+$60.2K2026-10-15
Maseco LLP
DECREASED5,4005,446-46-1%$1.4M$1.4M+$45.8K2026-10-27
Cerro Pacific Wealth Advisors LLC
INCREASED5,3985,299+99+2%$1.3M$1.4M+$78.7K2026-10-22
MBE Wealth Management, LLC
DECREASED5,3925,424-32-1%$1.4M$1.4M+$45.6K2026-10-26
Wiregrass Investment Management LLC
INCREASED5,3805,302+78+1%$1.3M$1.4M+$73.0K2026-11-05
Titan Investment Solutions Ltd
DECREASED5,36610,681-5,315-50%$2.7M$1.4M-$1.3M2026-11-10
Novem Group
DECREASED5,3568,784-3,428-39%$2.2M$1.4M-$809.2K2026-10-19
First Command Advisory Services, Inc.
INCREASED5,3564,617+739+16%$1.2M$1.4M+$239.3K2026-11-05
GHP Investment Advisors, Inc.
DECREASED5,3465,799-453-8%$1.5M$1.4M-$60.7K2026-10-15
Davis Capital Management
INCREASED5,3355,302+33+1%$1.3M$1.4M+$61.4K2026-10-08
Eagle Rock Investment Company, LLC
UNCHANGED5,3355,33500%$1.3M$1.4M+$53.1K2026-10-21
JB Capital LLC
DECREASED5,3327,111-1,779-25%$1.8M$1.4M-$394.8K2026-10-19
Roble, Belko & Company, Inc
DECREASED5,3305,506-176-3%$1.4M$1.4M+$9.0K2026-11-09
Kentucky Trust Co
DECREASED5,3195,369-50-1%$1.4M$1.4M+$40.3K2026-10-15
Greenwood Capital Associates LLC
INCREASED5,3195,301+18+0%$1.3M$1.4M+$57.5K2026-10-27
Investment Research Partners LLC
INCREASED5,3145,081+233+5%$1.3M$1.4M+$111.5K2026-10-19
Perkins Capital Management Inc
UNCHANGED5,3075,30700%$1.3M$1.4M+$52.8K2026-11-02
Canopy Partners, LLC
DECREASED5,3015,423-122-2%$1.4M$1.4M+$22.0K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED5,2837,933-2,650-33%$2.0M$1.4M-$614.3K2026-10-26
Larry Mathis Financial Planning, LLC
DECREASED5,2795,695-416-7%$1.4M$1.4M-$52.2K2026-10-26
Legacy Edge Advisors, LLC
DECREASED5,2765,386-110-2%$1.4M$1.4M+$24.8K2026-11-06
Hilltop National Bank
INCREASED5,2704,897+373+8%$1.2M$1.4M+$146.3K2026-10-14
Kesler, Norman & Wride, LLC
DECREASED5,2655,291-260%$1.3M$1.4M+$45.7K2026-11-06
IFG Advisors, LLC
UNCHANGED5,2595,25900%$1.3M$1.4M+$52.3K2026-10-15
Penbrook Management LLC
INCREASED5,2525,152+100+2%$1.3M$1.4M+$77.4K2026-10-16
Riverbend Wealth Management, LLC
DECREASED5,2475,397-150-3%$1.4M$1.4M+$14.6K2026-10-15
Texas Bank & Trust Co
DECREASED5,2385,258-200%$1.3M$1.4M+$47.1K2026-11-04
Delphi Management Inc
DECREASED5,2265,911-685-12%$1.5M$1.4M-$120.0K2026-11-05
Shum Financial Group, Inc.
INCREASED5,2195,145+74+1%$1.3M$1.4M+$70.4K2026-10-13
Great Diamond Partners, LLC
DECREASED5,2045,368-164-3%$1.4M$1.4M+$10.5K2026-10-13
First Citizens Financial Corp
UNCHANGED5,1995,19900%$1.3M$1.4M+$51.7K2026-10-02
TritonPoint Partners, LLC
DECREASED5,18811,092-5,904-53%$2.8M$1.4M-$1.4M2026-11-05
Vann Equity Management LLC
DECREASED5,1805,541-361-7%$1.4M$1.4M-$39.3K2026-10-08
BXM Wealth LLC
UNCHANGED5,1775,17700%$1.3M$1.4M+$51.5K2026-11-03
Caldwell Sutter Capital, Inc.
INCREASED5,1625,152+10+0%$1.3M$1.4M+$53.9K2026-11-09
Kestra Investment Management, LLC
DECREASED5,15810,645-5,487-52%$2.7M$1.3M-$1.3M2026-11-04
BCU Wealth Advisors, LLC
INCREASED5,1555,134+21+0%$1.3M$1.3M+$56.4K2026-10-16
Ergawealth Advisors, Inc.
INCREASED5,1505,116+34+1%$1.3M$1.3M+$59.6K2026-10-21
Code Waechter LLC
INCREASED5,1345,102+32+1%$1.3M$1.3M+$59.0K2026-10-23
Curated Wealth Partners LLC
INCREASED5,1303,149+1,981+63%$792.4K$1.3M+$549.5K2026-10-15
Center for Wealth Management Advisory
INCREASED5,1254,862+263+5%$1.2M$1.3M+$117.2K2026-10-23
Elevation Wealth Partners, LLC
INCREASED5,1125,109+3+0%$1.3M$1.3M+$51.6K2026-10-07
Salomon & Ludwin, LLC
DECREASED5,1025,275-173-3%$1.3M$1.3M+$10.3K2026-10-29
World Equity Group, Inc.
DECREASED5,0887,975-2,887-36%$2.0M$1.3M-$675.9K2026-10-14
Winthrop Advisory Group LLC
INCREASED5,0884,944+144+3%$1.2M$1.3M+$86.7K2026-10-22
One Way Holdings LLC
DECREASED5,0885,219-131-3%$1.3M$1.3M+$17.7K2026-10-29
1834 Investment Advisors Co
INCREASED5,0844,760+324+7%$1.2M$1.3M+$132.1K2026-10-16
Secure Asset Management, LLC
DECREASED5,0675,460-393-7%$1.4M$1.3M-$48.5K2026-10-19
Flagship Wealth Advisors, LLC
INCREASED5,0585,034+24+0%$1.3M$1.3M+$56.6K2026-11-03
Guinness Atkinson Asset Management Inc
UNCHANGED5,0455,04500%$1.3M$1.3M+$50.2K2026-11-05
Birch Capital Management, LLC
INCREASED5,0394,266+773+18%$1.1M$1.3M+$244.7K2026-10-27
Corda Investment Management, Llc.
DECREASED5,0205,318-298-6%$1.3M$1.3M-$25.0K2026-10-22
Skba Capital Management LLC
UNCHANGED5,0195,01900%$1.3M$1.3M+$49.9K2026-11-09
Heritage Family Offices, LLP
DECREASED5,0155,697-682-12%$1.4M$1.3M-$121.7K2026-11-02
MilWealth Group LLC
NEW5,012—+5,012——$1.3M—2026-11-02
Bria Capital Group, LLC
INCREASED4,9994,036+963+24%$1.0M$1.3M+$292.1K2026-10-22
Net Worth Advisory Group
INCREASED4,9824,779+203+4%$1.2M$1.3M+$92.3K2026-10-20
Suncoast Equity Management
DECREASED4,9695,438-469-9%$1.4M$1.3M-$68.6K2026-11-03
Summit Asset Management, LLC
DECREASED4,9564,983-27-1%$1.3M$1.3M+$42.5K2026-11-05
Montchanin Asset Management, LLC
UNCHANGED4,9554,95500%$1.2M$1.3M+$49.0K2026-11-02
Riverchase Wealth Management, LLC
INCREASED4,9524,919+33+1%$1.2M$1.3M+$57.6K2026-10-28
Brooktree Capital Management
UNCHANGED4,9454,94500%$1.2M$1.3M+$49.2K2026-11-09
Aldebaran Financial Inc.
INCREASED4,9434,785+158+3%$1.2M$1.3M+$88.9K2026-11-06
West Bancorporation Inc
UNCHANGED4,9404,94000%$1.2M$1.3M+$49.2K2026-10-29
Meadow Creek Wealth Advisors LLC
INCREASED4,9374,874+63+1%$1.2M$1.3M+$65.0K2026-11-02
WealthTrust Asset Management, LLC
DECREASED4,9205,289-369-7%$1.3M$1.3M-$43.8K2026-10-22
Bernicke Wealth Management, Ltd.
INCREASED4,9164,766+150+3%$1.2M$1.3M+$86.6K2026-11-06
Successful Portfolios LLC
DECREASED4,9044,909-50%$1.2M$1.3M+$79.5K2026-10-09
American State Bank (Iowa)
INCREASED4,8994,672+227+5%$1.2M$1.3M+$105.9K2026-11-03
Axiom Investment Management LLC
INCREASED4,8984,806+92+2%$1.2M$1.3M+$71.9K2026-11-03
Tower View Wealth Management LLC
INCREASED4,8944,660+234+5%$1.2M$1.3M+$107.5K2026-10-23
Asio Capital, LLC
DECREASED4,8924,927-35-1%$1.2M$1.3M+$39.9K2026-10-19
Hamilton Capital, LLC
DECREASED4,88647,315-42,429-90%$11.9M$1.3M-$10.6M2026-10-08
Towerpoint Wealth, LLC
UNCHANGED4,8714,87100%$1.2M$1.3M+$48.5K2026-10-13
Golden Reserve Retirement LLC
INCREASED4,8593,686+1,173+32%$927.4K$1.3M+$343.5K2026-11-02
Mattern Wealth Management LLC
UNCHANGED4,8474,84700%$1.2M$1.3M+$48.2K2026-11-04
Index Fund Advisors, Inc.
INCREASED4,8264,716+110+2%$1.2M$1.3M+$75.7K2026-11-05
Addison Capital Co
DECREASED4,8244,867-43-1%$1.2M$1.3M+$37.2K2026-11-09
Genesee Capital Advisors, LLC
DECREASED4,8184,844-26-1%$1.2M$1.3M+$41.3K2026-10-20
Invera Wealth Advisors, LLC
INCREASED4,8174,815+2+0%$1.2M$1.3M+$48.4K2026-10-28
Hager Investment Management Services, LLC
DECREASED4,8165,407-591-11%$1.4M$1.3M-$100.8K2026-11-04
Beacon Financial Advisory LLC
INCREASED4,8164,762+54+1%$1.2M$1.3M+$61.5K2026-10-16
Colonial River Investments, LLC
DECREASED4,8115,439-628-12%$1.4M$1.3M-$110.2K2026-10-19
Swiss RE LTD
INCREASED4,7902,915+1,875+64%$733.5K$1.3M+$519.5K2026-11-06
BankPlus Wealth Management LLC
INCREASED4,7834,751+32+1%$1.2M$1.3M+$55.2K2026-10-13
One Wealth Capital Management, LLC
INCREASED4,7811,171+3,610+308%$294.7K$1.3M+$956.0K2026-10-23
GatePass Capital, LLC
INCREASED4,7813,951+830+21%$994.3K$1.3M+$256.2K2026-11-09
Quad-Cities Investment Group, LLC
INCREASED4,7794,077+702+17%$1.0M$1.3M+$224.2K2026-10-16
TrinityBridge Ltd
UNCHANGED4,7664,76600%$1.2M$1.2M+$51.0K2026-10-30
Torrey Growth & Income Advisors
INCREASED4,7554,254+501+12%$1.1M$1.3M+$178.4K2026-11-04
Darden Wealth Group Inc
DECREASED4,7534,782-29-1%$1.2M$1.2M+$40.0K2026-11-06
Riversedge Advisors, LLC
INCREASED4,7484,666+82+2%$1.2M$1.2M+$68.1K2026-10-09
Ceera Investments, LLC
UNCHANGED4,7434,74300%$1.2M$1.2M+$47.2K2026-11-02
Paulson Wealth Management Inc.
DECREASED4,7414,841-100-2%$1.2M$1.2M+$22.0K2026-11-02
Veracity Capital LLC
INCREASED4,7354,514+221+5%$1.1M$1.2M+$102.7K2026-10-08
Lionshead Wealth Management, LLC
INCREASED4,7304,720+10+0%$1.2M$1.2M+$49.6K2026-10-21
Virtue Capital Management, LLC
INCREASED4,7194,295+424+10%$1.1M$1.2M+$153.6K2026-10-29
Johnson & White Wealth Management, LLC
DECREASED4,7024,760-58-1%$1.2M$1.2M+$32.2K2026-11-03
Third View Private Wealth, LLC
INCREASED4,6944,300+394+9%$1.1M$1.2M+$145.9K2026-10-30
Baker Tilly Wealth Management, LLC
DECREASED4,6734,962-289-6%$1.2M$1.2M-$26.4K2026-10-05
Investment Management Trust, LLC
INCREASED4,6734,641+32+1%$1.2M$1.2M+$54.6K2026-11-05
Hubbell Strickland Wealth Management, LLC
DECREASED4,6734,682-90%$1.2M$1.2M+$44.2K2026-10-29
626 Financial, LLC
UNCHANGED4,6734,67300%$1.2M$1.2M+$46.5K2026-11-04
Parisi Gray Wealth Management
INCREASED4,6624,499+163+4%$1.1M$1.2M+$87.5K2026-10-16
Focused Alpha, LLC
INCREASED4,6572,228+2,429+109%$560.7K$1.2M+$657.5K2026-10-20
Carl P. Sherr & Co., LLC
UNCHANGED4,6534,65300%$1.2M$1.2M+$46.3K2026-11-06
Next Level Wealth Planning, LLC
UNCHANGED4,6514,65100%$1.2M$1.2M+$46.3K2026-10-29
Langley Wealth Management, LLC
DECREASED4,6484,837-189-4%$1.2M$1.2M-$1.3K2026-11-04
Alliance Wealth Advisors, LLC
UNCHANGED4,6444,64400%$1.2M$1.2M+$46.2K2026-10-14
PlanVest Financial, Inc
INCREASED4,6304,623+7+0%$1.2M$1.2M+$47.8K2026-11-09
JBR Co Financial Management Inc
UNCHANGED4,6294,62900%$1.2M$1.2M-$2.7K2026-10-13
Ticino Wealth
INCREASED4,6014,457+144+3%$1.1M$1.2M+$82.0K2026-10-13
Patriot Investment Management Group, Inc.
INCREASED4,5743,906+668+17%$982.9K$1.2M+$213.7K2026-10-15
Grey Ledge Advisors, LLC
INCREASED4,5674,550+17+0%$1.1M$1.2M+$49.9K2026-11-02
Fortitude Family Office, LLC
INCREASED4,5524,225+327+8%$1.1M$1.2M+$127.6K2026-10-14
Kenora Financial, LLC
DECREASED4,5444,577-33-1%$1.2M$1.2M+$36.9K2026-10-20
Werba Rubin Papier Wealth Management
INCREASED4,5434,226+317+8%$1.1M$1.2M+$124.9K2026-11-06
RFG - Bristol Wealth Advisors, LLC
INCREASED4,5414,532+9+0%$1.1M$1.2M+$47.5K2026-10-09
Orca Investment Management, LLC
DECREASED4,5404,553-130%$1.1M$1.2M+$41.9K2026-10-29
Straight Path Wealth Management
INCREASED4,5374,418+119+3%$1.1M$1.2M+$75.1K2026-10-23
Livelsberger Financial Advisory
NEW4,523—+4,523——$1.2M—2026-10-28
Pinnacle Wealth Management Group, Inc.
DECREASED4,5224,719-197-4%$1.2M$1.2M-$4.6K2026-10-15
Cypress Wealth Services, LLC
DECREASED4,5174,720-203-4%$1.2M$1.2M+$16.8K2026-10-21
SGL Investment Advisors, Inc.
INCREASED4,5133,901+612+16%$967.3K$1.3M+$347.4K2026-11-09
AA Financial Advisors, LLC
INCREASED4,5124,132+380+9%$1.0M$1.2M+$140.3K2026-10-19
Howard Financial Services, Ltd.
INCREASED4,5044,162+342+8%$1.0M$1.2M+$130.8K2026-10-15
Professional Advisory Services Inc
INCREASED4,5024,500+2+0%$1.1M$1.2M+$46.0K2026-10-08
GEM Asset Management, LLC
INCREASED4,5004,497+3+0%$1.1M$1.2M+$45.5K2026-10-13
St. Johns Investment Management Company, LLC
INCREASED4,4964,402+94+2%$1.1M$1.2M+$68.4K2026-10-30
Wealth Management Partners, LLC
INCREASED4,4934,300+193+4%$1.1M$1.2M+$93.2K2026-10-21
Fourpath Capital Management, LLC
DECREASED4,4877,115-2,628-37%$1.8M$1.2M-$616.9K2026-10-19
CWS Financial Advisors, LLC
INCREASED4,4754,387+88+2%$1.1M$1.2M+$66.9K2026-10-16
Rossby Financial, LCC
INCREASED4,4573,665+792+22%$922.1K$1.2M+$243.7K2026-11-05
Schaper Benz & Wise Investment Counsel Inc
DECREASED4,4544,581-127-3%$1.2M$1.2M+$12.4K2026-10-09
Summit Wealth Group LLC / Co
INCREASED4,4373,165+1,272+40%$796.5K$1.2M+$364.1K2026-10-29
Beacon Bank & Trust
INCREASED4,4314,149+282+7%$1.0M$1.2M+$115.1K2026-10-27
Navigation Group, LLC
DECREASED4,4254,437-120%$1.1M$1.2M+$41.1K2026-10-28
Tempus Wealth Planning, LLC
DECREASED4,4194,457-38-1%$1.1M$1.2M+$34.5K2026-10-14
Alan B Lancz & Associates, Inc.
UNCHANGED4,4024,40200%$1.1M$1.2M+$43.8K2026-11-10
Legacy Advisors, LLC
DECREASED4,40116,549-12,148-73%$4.2M$1.2M-$3.0M2026-10-19
Roman Butler Fullerton & Co
INCREASED4,3944,372+22+1%$1.1M$1.2M+$158.0K2026-10-27
111 Capital
NEW4,392—+4,392——$1.1M—2026-11-03
Argentarii, LLC
INCREASED4,3754,291+84+2%$1.1M$1.1M+$71.3K2026-10-28
Alpha Family Trust
UNCHANGED4,3754,37500%$1.1M$1.1M$02026-11-04
Purkiss Capital Advisors LLC
INCREASED4,3644,355+9+0%$1.1M$1.1M+$45.7K2026-11-06
Floyd Financial Group LLC
DECREASED4,3614,570-209-5%$1.1M$1.2M+$77.8K2026-10-28
Collective Family Office LLC
DECREASED4,3604,506-146-3%$1.1M$1.1M+$6.6K2026-10-05
Doliver Advisors, LP
DECREASED4,3504,413-63-1%$1.1M$1.1M+$27.5K2026-10-01
Barlow Wealth Partners, LLC
UNCHANGED4,3344,33400%$1.1M$1.2M+$60.5K2026-10-15
Central Pacific Bank - Trust Division
DECREASED4,3325,766-1,434-25%$1.5M$1.1M-$317.7K2026-10-06
Twelve Points Wealth Management LLC
DECREASED4,3114,906-595-12%$1.2M$1.3M+$36.7K2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED4,3093,881+428+11%$976.5K$1.1M+$150.6K2026-10-20
Washington Growth Strategies LLC
UNCHANGED4,2994,29900%$1.1M$1.1M+$42.8K2026-10-19
KW Wealth Management LLC
NEW4,285—+4,285——$1.1M—2026-10-28
Next Level Private LLC
DECREASED4,2764,398-122-3%$1.1M$1.1M+$11.6K2026-10-20
Hoey Investments, Inc
UNCHANGED4,2754,27500%$1.1M$1.1M+$42.5K2026-10-29
Directional Asset Management
DECREASED4,2694,352-83-2%$1.1M$1.1M+$21.7K2026-10-22
WoodTrust Financial Corp
DECREASED4,2484,265-170%$1.1M$1.1M+$38.0K2026-10-09
StrongBox Wealth, LLC
DECREASED4,2444,409-165-4%$1.1M$1.1M+$8012026-11-02
Winthrop Capital Management, LLC
DECREASED4,2414,316-75-2%$1.1M$1.1M+$23.4K2026-11-05
May Hill Capital, LLC
INCREASED4,2384,097+141+3%$1.0M$1.1M+$77.6K2026-11-03
Horizon Wealth Management, LLC
INCREASED4,2304,157+73+2%$1.0M$1.1M+$60.5K2026-11-02
Sunbeam Capital Management, LLC
DECREASED4,2274,574-347-8%$1.2M$1.1M-$45.3K2026-11-05
Tandem Investment Advisors, Inc.
DECREASED4,2236,933-2,710-39%$1.7M$1.1M-$639.9K2026-11-04
bLong Financial, LLC
DECREASED4,2074,307-100-2%$1.1M$1.1M+$16.7K2026-10-29
AM Investment Strategies LLC
INCREASED4,2004,149+51+1%$1.0M$1.1M+$54.0K2026-11-05
Coerente Capital Management
UNCHANGED4,2004,20000%$1.1M$1.1M+$41.8K2026-10-29
SBI Okasan Asset Management Co.Ltd.
UNCHANGED4,2004,20000%$1.1M$1.1M+$37.7K2026-11-10
Strategic Financial Services, Inc.
INCREASED4,1964,155+41+1%$1.0M$1.1M+$52.1K2026-11-10
SYM Financial Corp
INCREASED4,1904,148+42+1%$1.0M$1.1M+$52.0K2026-10-26
Auxano Advisors, LLC
DECREASED4,1884,344-156-4%$1.1M$1.1M+$2.4K2026-11-06
TigerOak Management, L.L.C.
INCREASED4,1824,032+150+4%$1.0M$1.1M+$79.4K2026-10-23
Affinity Capital Advisors, LLC
INCREASED4,1683,760+408+11%$957.9K$1.2M+$194.3K2026-10-13
Athena Wealth Management, LLC
INCREASED4,1673,761+406+11%$946.5K$1.1M+$143.5K2026-10-09
Lodestar Private Asset Management LLC
DECREASED4,1614,198-37-1%$1.1M$1.1M+$32.1K2026-10-26
Vanguard Capital Wealth Advisors
INCREASED4,1583,858+300+8%$970.8K$1.1M+$116.9K2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED4,1354,13500%$1.0M$1.1M+$41.1K2026-10-05
Balefire, LLC
INCREASED4,1213,997+124+3%$1.0M$1.1M+$72.5K2026-10-09
Encompass Wealth Advisors, LLC
INCREASED4,1141,846+2,268+123%$464.6K$1.1M+$611.6K2026-10-15
Clark Wealth Partners
INCREASED4,1104,056+54+1%$1.0M$1.1M+$54.4K2026-10-19
Exchange Bank
DECREASED4,0934,145-52-1%$1.0M$1.1M+$27.6K2026-10-07
Orrstown Financial Services Inc
INCREASED4,0803,558+522+15%$895.3K$1.1M+$172.0K2026-10-14
Pioneer Trust Bank N A
INCREASED4,0774,003+74+2%$1.0M$1.1M+$59.2K2026-11-06
Hurlow Wealth Management Group, Inc.
UNCHANGED4,0764,07600%$1.0M$1.1M+$40.6K2026-10-29
Reik & Co., LLC
UNCHANGED4,0704,07000%$1.0M$1.1M+$40.5K2026-10-27
Dorato Capital Management
DECREASED4,0644,149-85-2%$1.0M$1.1M+$73.5K2026-10-08
Allen Capital Group, LLC
INCREASED4,0623,915+147+4%$985.2K$1.1M+$77.4K2026-10-27
C2c Wealth Management, LLC
INCREASED4,0584,056+2+0%$1.0M$1.1M+$40.8K2026-10-20
Destiny Wealth Partners, LLC
DECREASED4,0505,066-1,016-20%$1.3M$1.2M-$101.4K2026-11-05
Whalen Wealth Management Inc.
INCREASED4,0493,700+349+9%$931.1K$1.1M+$128.0K2026-10-08
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED4,0494,04900%$1.0M$1.1M+$40.3K2026-10-16
Peterson Wealth Advisors, LLC
DECREASED4,0404,279-239-6%$1.1M$1.1M-$19.9K2026-10-08
Guardian Wealth Advisors, LLC
DECREASED4,0384,819-781-16%$1.2M$1.2M-$56.2K2026-10-30
Endowment Wealth Management, Inc.
INCREASED4,0373,494+543+16%$879.2K$1.1M+$176.8K2026-11-03
Silvant Capital Management LLC
UNCHANGED4,0374,03700%$1.0M$1.1M+$40.2K2026-11-09
Pinion Investment Advisors, LLC
INCREASED4,0174,016+1+0%$1.0M$1.1M+$40.1K2026-11-04
Stableford Capital II LLC
DECREASED4,0154,031-160%$1.0M$1.1M+$35.9K2026-10-09
LSV Asset Management
NEW4,000—+4,000——$1.0M—2026-11-06
Cardiff Park Advisors, LLC
UNCHANGED3,9963,99600%$1.0M$1.0M+$39.8K2026-11-09
Evanson Financial, LLC
UNCHANGED3,9953,99500%$1.0M$1.0M+$39.7K2026-10-23
Marathon Mission, Inc.
INCREASED3,9893,854+135+4%$969.8K$1.0M+$73.7K2026-10-01
Cypress Asset Management Inc
DECREASED3,9884,113-125-3%$1.0M$1.0M+$8.2K2026-10-09
Seizert Capital Partners, LLC
UNCHANGED3,9803,98000%$1.0M$1.0M+$39.6K2026-10-30
Tortuga Wealth Management, Inc
DECREASED3,9724,133-161-4%$1.0M$1.0M-$5262026-10-27
Wealth Group, Ltd.
DECREASED3,96512,050-8,085-67%$3.0M$1.0M-$2.0M2026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED3,9453,94500%$992.7K$1.0M+$39.3K2026-10-30
Rothwell Investment Advisors, LLC
NEW3,939—+3,939——$1.0M—2026-11-06
Altus Wealth Group LLC
DECREASED3,9364,051-115-3%$1.0M$1.0M+$10.2K2026-10-20
StoneRidge PMG Advisors, LLC
NEW3,933—+3,933——$1.0M—2026-11-04
Crumly & Associates Inc.
INCREASED3,9272,825+1,102+39%$711.0K$1.0M+$316.3K2026-10-07
Delta Investment Management, LLC
DECREASED3,9243,963-39-1%$997.2K$1.0M+$29.3K2026-11-09
Goldstein Advisors, LLC
DECREASED3,9243,951-27-1%$994.2K$1.0M+$32.2K2026-10-15
Strathmore Capital Advisors, Inc.
DECREASED3,9223,965-43-1%$1.0M$1.1M+$127.2K2026-11-09
Gilbert Capital Group, Inc.
UNCHANGED3,9173,91700%$985.7K$1.0M+$39.0K2026-10-28
Legacy Capital Wealth Partners, LLC
INCREASED3,9103,593+317+9%$904.3K$1.0M+$118.7K2026-10-21
Roxbury Financial LLC
DECREASED3,9083,915-70%$985.2K$1.0M+$37.0K2026-10-01
Compass Capital Management, Inc
INCREASED3,900800+3,100+388%$201.3K$1.0M+$818.9K2026-11-06
Clean Yield Group
UNCHANGED3,8913,89100%$979.1K$1.0M+$38.7K2026-10-28
Prentiss Smith & Co Inc
UNCHANGED3,8833,88300%$977.1K$1.0M+$38.6K2026-10-27
Chapman Financial Group, LLC
DECREASED3,8723,882-100%$976.9K$1.0M+$36.0K2026-10-26
Rational Advisors, Inc.
DECREASED3,8664,574-708-15%$1.2M$1.0M-$139.7K2026-11-02
Lyell Wealth Management, LP
INCREASED3,8593,619+240+7%$910.7K$1.0M+$98.8K2026-10-30
Norway Savings Bank
DECREASED3,8453,975-130-3%$1.0M$1.0M+$5.5K2026-10-20
Paladin Partners, LLC
UNCHANGED3,8413,84100%$966.5K$1.0M+$38.2K2026-10-06
Solidarity Wealth, LLC
INCREASED3,8343,739+95+3%$940.9K$1.0M+$62.1K2026-10-15
Kaizen Financial Strategies
DECREASED3,8284,092-264-6%$1.0M$1.0M-$26.0K2026-10-09
Fosun International Ltd
UNCHANGED3,8173,81700%$960.5K$998.5K+$38.0K2026-11-10
Birch Financial Group, LLC
DECREASED3,8163,945-129-3%$992.6K$998.2K+$5.6K2026-10-27
Bell Investment Advisors, Inc
INCREASED3,8093,761+48+1%$946.3K$996.3K+$50.0K2026-10-29
Alliance Private Wealth, LLC
DECREASED3,8084,328-520-12%$1.1M$996.1K-$93.0K2026-10-20
Everest Financial Group LLC
INCREASED3,8013,619+182+5%$910.6K$994.3K+$83.7K2026-11-06
Pathway Financial Advisors LLC
UNCHANGED3,7973,79700%$991.3K$993.3K+$2.0K2026-10-07
Sage Private Wealth Group, LLC
DECREASED3,7964,109-313-8%$1.0M$993.1K-$40.9K2026-10-21
Traveka Wealth, LLC
INCREASED3,7813,731+50+1%$938.8K$989.0K+$50.3K2026-10-19
Bernardo Wealth Planning LLC
INCREASED3,7761,746+2,030+116%$439.5K$987.8K+$548.3K2026-10-23
Manchester Financial Inc
DECREASED3,7753,834-59-2%$964.9K$987.6K+$22.7K2026-10-15
Capstone Capital Management Ltd
NEW3,772—+3,772——$986.7K—2026-10-21
Puff Wealth Management, LLC
DECREASED3,7573,787-30-1%$953.0K$982.9K+$29.8K2026-10-07
Somerset Trust Co
DECREASED3,7523,802-50-1%$956.7K$981.5K+$24.8K2026-10-13
Bayban
UNCHANGED3,7473,74700%$942.9K$942.9K$02026-11-05
Cahaba Wealth Management, Inc.
INCREASED3,7463,654+92+3%$919.4K$979.9K+$60.5K2026-10-26
Putney Financial Group LLC
INCREASED3,7453,693+52+1%$929.3K$979.7K+$50.3K2026-10-30
Quantum Financial Advisors, LLC
INCREASED3,7283,480+248+7%$875.7K$975.2K+$99.5K2026-11-03
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
DECREASED3,7255,873-2,148-37%$1.5M$974.4K-$503.5K2026-11-10
Vista Capital Partners, Inc.
INCREASED3,7162,473+1,243+50%$622.4K$972.1K+$349.7K2026-11-06
Capital Advisors, Ltd. LLC
DECREASED3,7154,023-308-8%$1.0M$972.0K-$40.0K2026-10-27
Northern Financial Advisors Inc
INCREASED3,7133,712+1+0%$934.1K$971.2K+$37.1K2026-10-29
Financial Network Wealth Advisors LLC
DECREASED3,7013,850-149-4%$968.9K$968.0K-$9072026-10-28
Magnolia Capital Management LTD
UNCHANGED3,6953,69500%$930.0K$967.0K+$37.0K2026-10-09
AlphaCentric Advisors LLC
INCREASED3,6833,613+70+2%$909.2K$963.4K+$54.3K2026-11-03
StoryOne LLC
INCREASED3,6721,811+1,861+103%$455.7K$960.6K+$504.8K2026-10-13
Private Client Services, LLC
INCREASED3,6703,582+88+2%$901.3K$960.0K+$58.7K2026-10-02
Jacobsen Capital Management
INCREASED3,6693,660+9+0%$921.0K$959.8K+$38.8K2026-10-27
Journey Retirement Planning & Investment Management LLC
DECREASED3,6614,013-352-9%$1.0M$957.8K-$51.9K2026-10-09
Smith Chas P & Associates PA Cpas
INCREASED3,6603,653+7+0%$919.2K$1.0M+$125.4K2026-10-22
Channel Wealth LLC
INCREASED3,6592,902+757+26%$730.3K$957.2K+$226.9K2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED3,6502,816+834+30%$708.7K$954.9K+$246.2K2026-11-02
KTF Investments, LLC
DECREASED3,6455,395-1,750-32%$1.4M$953.5K-$404.1K2026-10-23
Miramontes Capital, LLC
DECREASED3,6433,668-25-1%$922.9K$952.9K+$30.0K2026-10-19
Congress Park Capital LLC
UNCHANGED3,6373,63700%$915.2K$951.4K+$36.2K2026-10-13
Amplius Wealth Advisors, LLC
INCREASED3,6363,241+395+12%$815.6K$951.1K+$135.6K2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED3,6273,62700%$899.8K$948.8K+$49.0K2026-10-13
Gerber, LLC
UNCHANGED3,6263,62600%$912.6K$948.6K+$36.1K2026-10-21
Montis Financial, LLC
DECREASED3,6253,690-65-2%$928.6K$948.3K+$19.7K2026-11-04
Trek Financial, LLC
INCREASED3,6003,156+444+14%$794.2K$941.7K+$147.5K2026-10-29
Forest Hill Capital, LLC
UNCHANGED3,6003,60000%$905.9K$941.7K+$35.8K2026-11-05
CV Advisors LLC
UNCHANGED3,6003,60000%$905.9K$941.7K+$35.8K2026-10-13
Brooklyn FI, LLC
NEW3,586—+3,586——$1.1M—2026-11-05
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED3,5733,57300%$899.1K$934.7K+$35.6K2026-10-05
DDD Partners, LLC
DECREASED3,5664,388-822-19%$1.1M$932.7K-$171.4K2026-11-02
Parkway Wealth Management Group, LLC
DECREASED3,5613,672-111-3%$924.0K$931.5K+$7.5K2026-10-20
Revisor Wealth Management LLC
INCREASED3,5593,399+160+5%$855.2K$1.0M+$162.0K2026-10-20
Verum Partners LLC
DECREASED3,5563,851-295-8%$969.1K$930.1K-$39.0K2026-10-21
Family Capital Management, Inc.
INCREASED3,5533,529+24+1%$888.0K$929.5K+$41.5K2026-11-03
Falcon Wealth Planning
INCREASED3,5523,190+362+11%$802.7K$929.2K+$126.4K2026-11-06
MW Advisory, LLC
DECREASED3,5514,154-603-15%$1.0M$928.9K-$116.4K2026-10-19
Meramec Financial Planners, LLC
DECREASED3,5493,729-180-5%$958.0K$1.0M+$75.8K2026-11-09
Warren Street Wealth Advisors, LLC
INCREASED3,5433,541+2+0%$891.0K$926.8K+$35.8K2026-11-04
Union Savings Bank
DECREASED3,5383,639-101-3%$915.7K$925.5K+$9.7K2026-10-14
Grant Street Asset Management, Inc.
DECREASED3,5353,600-65-2%$905.9K$924.7K+$18.8K2026-10-26
Guardian Asset Advisors, LLC
INCREASED3,5303,528+2+0%$886.8K$924.1K+$37.3K2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED3,5243,889-365-9%$978.7K$921.9K-$56.8K2026-10-19
QTR Family Wealth, LLC
DECREASED3,5203,621-101-3%$911.2K$920.7K+$9.6K2026-11-02
Atticus Wealth Management, LLC
INCREASED3,5193,183+336+11%$801.1K$920.5K+$119.4K2026-10-20
Schear Investment Advisers, LLC
INCREASED3,5151,231+2,284+186%$309.8K$919.6K+$609.7K2026-10-14
Tempo Wealth, LLC
INCREASED3,5152,910+605+21%$732.2K$919.6K+$187.4K2026-10-14
Clark Asset Management, LLC
DECREASED3,5153,737-222-6%$940.4K$919.6K-$20.8K2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED3,5133,655-142-4%$919.7K$919.0K-$7782026-10-09
AMG Asset Management Group, Inc.
DECREASED3,5124,011-499-12%$1.0M$918.8K-$90.6K2026-10-21
Maple Capital Management, Inc.
DECREASED3,5113,813-302-8%$959.6K$918.5K-$41.1K2026-11-02
Lountzis Asset Management, LLC
UNCHANGED3,5113,51100%$883.5K$918.4K+$34.9K2026-10-30
E&G Advisors, LLC
DECREASED3,5093,609-100-3%$908.2K$917.9K+$9.8K2026-10-13
Evansbrook LLC
DECREASED3,5033,504-10%$881.8K$916.4K+$34.5K2026-10-16
Worth Asset Management, LLC
INCREASED3,5011,863+1,638+88%$468.8K$916.0K+$447.2K2026-10-07
Sage Capital Management, LLC
INCREASED3,4993,493+6+0%$879.1K$915.6K+$36.5K2026-10-20
Kellett Wealth Advisors, LLC
INCREASED3,4853,424+61+2%$861.7K$911.8K+$50.1K2026-10-15
Unique Wealth, LLC
INCREASED3,4843,312+172+5%$833.4K$911.4K+$78.0K2026-10-16
Michael Brady & Co., LLC
UNCHANGED3,4843,48400%$876.7K$911.4K+$34.7K2026-10-23
August Group Capital Ltd
INCREASED3,4823,461+21+1%$870.9K$910.9K+$39.9K2026-10-14
Convergence Financial, LLC
DECREASED3,4805,670-2,190-39%$1.4M$910.3K-$516.5K2026-10-27
Davidson Investment Advisors
INCREASED3,4633,377+86+3%$849.8K$905.9K+$56.1K2026-10-20
BCS Wealth Management
DECREASED3,4583,535-77-2%$889.5K$904.7K+$15.1K2026-11-03
West Family Investments, Inc.
DECREASED3,4573,970-513-13%$999.0K$904.3K-$94.7K2026-11-09
First Heartland Consultants, Inc.
DECREASED3,4563,768-312-8%$948.3K$904.1K-$44.1K2026-10-08
Nexus Investment Management ULC
UNCHANGED3,4563,45600%$869.7K$904.1K+$34.4K2026-10-27
Oder Investment Management, LLC
DECREASED3,4513,526-75-2%$887.4K$902.9K+$15.5K2026-11-09
Argyle Capital Management, LLC
UNCHANGED3,4503,45000%$868.2K$902.5K+$34.3K2026-10-28
Founders Grove Wealth Partners, LLC
INCREASED3,4472,939+508+17%$739.6K$901.7K+$162.1K2026-10-16
Florida Financial Advisors, LLC
INCREASED3,4452,760+685+25%$694.8K$901.1K+$206.3K2026-11-09
Strive Financial Group,LLC
INCREASED3,4282,182+1,246+57%$549.1K$896.7K+$347.7K2026-11-09
Lebenthal Global Advisors, LLC
DECREASED3,4213,529-108-3%$888.1K$894.9K+$6.8K2026-10-28
Warner Group LLC
DECREASED3,4163,432-160%$863.6K$893.6K+$30.0K2026-11-09
Keystone Wealth Services, LLC
INCREASED3,4123,399+13+0%$855.4K$898.3K+$42.9K2026-11-03
TFC Financial Management, Inc.
INCREASED3,4113,399+12+0%$855.4K$892.4K+$37.0K2026-10-26
PKS Advisory Services, LLC
UNCHANGED3,4043,40400%$855.9K$855.9K$02026-10-26
55 North Private Wealth, LLC
INCREASED3,4023,124+278+9%$786.0K$889.8K+$103.8K2026-10-20
Spinnaker Investment Group, LLC
DECREASED3,3943,577-183-5%$900.2K$887.7K-$12.4K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED3,3863,394-80%$854.1K$885.7K+$31.7K2026-10-29
North Berkeley Wealth Management, LLC
UNCHANGED3,3613,36100%$845.8K$879.2K+$33.4K2026-11-02
One Day In July LLC
INCREASED3,3593,143+216+7%$790.9K$878.7K+$87.8K2026-10-30
Atwater Malick LLC
DECREASED3,3353,342-70%$840.9K$872.4K+$31.4K2026-10-15
Enclave Advisors LLC
DECREASED3,3333,453-120-3%$868.9K$871.8K+$2.9K2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED3,3313,505-174-5%$882.0K$871.3K-$10.7K2026-11-03
Avanza Fonder AB
UNCHANGED3,3293,32900%$837.7K$870.8K+$33.1K2026-10-13
Avity Investment Management Inc.
DECREASED3,3283,333-50%$838.7K$870.6K+$31.9K2026-10-09
Ballast, Inc.
INCREASED3,3273,294+33+1%$828.9K$870.3K+$41.4K2026-10-20
Park Edge Advisors, LLC
DECREASED3,3253,457-132-4%$869.9K$869.8K-$1312026-10-28
Lynx Investment Advisory
INCREASED3,3182,938+380+13%$739.4K$867.8K+$128.4K2026-10-27
John Boyer, Inc.
INCREASED3,3123,287+25+1%$826.9K$865.6K+$38.7K2026-10-27
Unique Wealth Strategies, LLC
UNCHANGED3,3063,30600%$832.0K$832.0K$02026-10-13
Titiun Yejiel
UNCHANGED3,3003,30000%$830.4K$863.2K+$32.8K2026-11-06
Smith Group Asset Management, LLC
DECREASED3,2973,442-145-4%$866.1K$862.5K-$3.7K2026-10-27
Mill Capital Management, LLC
UNCHANGED3,2973,29700%$829.7K$862.5K+$32.8K2026-10-26
ARQ Wealth Advisors, LLC
INCREASED3,2913,286+5+0%$832.3K$860.9K+$28.5K2026-10-29
Murphy Pohlad Asset Management LLC
DECREASED3,2863,594-308-9%$904.4K$859.6K-$44.8K2026-10-22
MFA Wealth Services
DECREASED3,2863,401-115-3%$855.9K$859.5K+$3.6K2026-10-14
Bourgeon Capital Management LLC
INCREASED3,2853,278+7+0%$824.9K$859.3K+$34.4K2026-10-19
First Bancorp, Inc
UNCHANGED3,2783,27800%$824.9K$857.5K+$32.6K2026-10-26
Worth Financial Advisory Group, LLC
DECREASED3,2753,287-120%$827.3K$856.6K+$29.4K2026-10-19
Gables Capital Management Inc.
DECREASED3,2743,374-100-3%$849.0K$856.4K+$7.4K2026-11-04
Steel Grove Capital Advisors, LLC
INCREASED3,2743,273+1+0%$823.7K$856.5K+$32.8K2026-10-13
Womack Financial LLC
INCREASED3,2703,269+1+0%$822.6K$855.3K+$32.8K2026-10-14
Cardinal Strategic Wealth Guidance
UNCHANGED3,2693,26900%$822.6K$855.1K+$32.5K2026-11-02
New Capital Management LP
DECREASED3,2543,263-90%$821.2K$851.2K+$30.0K2026-10-29
AGH Wealth Advisors, LLC
INCREASED3,2533,203+50+2%$806.1K$851.1K+$45.0K2026-10-26
Bender Robert & Associates
INCREASED3,2512,393+858+36%$602.2K$850.4K+$248.3K2026-10-21
Eagle Strategies LLC
DECREASED3,2513,262-110%$820.7K$850.5K+$29.8K2026-10-16
Presilium Private Wealth, LLC
NEW3,243—+3,243——$848.3K—2026-10-26
Abner Herrman & Brock LLC
INCREASED3,2342,515+719+29%$633.0K$846.0K+$213.0K2026-10-20
Westco Advisory Services Inc
UNCHANGED3,2343,23400%$813.8K$846.0K+$32.2K2026-10-14
Emergent Wealth Advisors, LLC
INCREASED3,2213,161+60+2%$791.9K$842.5K+$50.6K2026-10-09
Financial Consulate, Inc
INCREASED3,2163,167+49+2%$797.0K$841.2K+$44.1K2026-10-23
Windsor Capital Management, LLC
INCREASED3,2133,129+84+3%$787.5K$840.5K+$53.0K2026-10-13
Hardin Capital Partners, LLC
DECREASED3,2103,285-75-2%$826.0K$839.7K+$13.7K2026-10-09
Armstrong, Fleming & Moore, Inc
UNCHANGED3,2073,20700%$807.0K$838.9K+$31.9K2026-10-28
Connecticut Capital Management Group, LLC
INCREASED3,2003,151+49+2%$792.9K$837.1K+$44.2K2026-10-29
Good Harbor Advisors, Inc.
INCREASED3,1882,976+212+7%$749.0K$834.1K+$85.1K2026-10-20
Kingsbury Capital Investment Advisors LLC
INCREASED3,1863,178+8+0%$799.8K$833.5K+$33.7K2026-10-20
Granite Harbor Advisors, Inc.
INCREASED3,1783,130+48+2%$787.7K$831.4K+$43.7K2026-11-10
Advisortrust Partners, LLC
DECREASED3,1764,298-1,122-26%$1.1M$830.8K-$250.9K2026-11-02
Iams Wealth Management, LLC
DECREASED3,1723,324-152-5%$836.7K$830.3K-$6.5K2026-10-15
Groesbeck Investment Management Corp
UNCHANGED3,1553,15500%$794.0K$825.0K+$31.0K2026-10-26
Premier Fund Managers Ltd
UNCHANGED3,1493,14900%$800.0K$829.0K+$29.0K2026-11-02
Sather Financial Group Inc
UNCHANGED3,1433,14300%$790.9K$822.2K+$31.3K2026-10-30
Greenfield Seitz Capital Management, LLC
DECREASED3,1423,422-280-8%$861.1K$821.9K-$39.2K2026-10-29
Buttonwood Financial Advisors Inc.
DECREASED3,1363,193-57-2%$803.5K$820.3K+$16.7K2026-10-13
Financial Management Network Inc
INCREASED3,1343,126+8+0%$795.6K$823.6K+$28.0K2026-10-09
Kooman & Associates
DECREASED3,1333,417-284-8%$859.9K$819.6K-$40.3K2026-10-21
Five Oceans Advisors
DECREASED3,1283,640-512-14%$916.0K$818.3K-$97.7K2026-10-22
Castle Wealth Management LLC
UNCHANGED3,1273,12700%$786.9K$818.0K+$31.1K2026-11-10
Greater Midwest Financial Group, LLC
DECREASED3,1183,151-33-1%$792.8K$815.7K+$22.9K2026-10-13
Granite Group Advisors, LLC
DECREASED3,1153,947-832-21%$993.3K$814.7K-$178.6K2026-10-14
Heritage Investment Group, Inc.
INCREASED3,1103,068+42+1%$772.0K$813.5K+$41.5K2026-11-03
Wedge Capital Management L L P
DECREASED3,108134,579-131,471-98%$33.9M$813.0K-$33.1M2026-10-13
McLean Asset Management Corp
DECREASED3,1013,136-35-1%$787.0K$893.8K+$106.9K2026-11-06
Guerra PAN Advisors, LLC
INCREASED3,1003,035+65+2%$763.7K$876.3K+$112.6K2026-10-26
Wealth Science Advisors LLC
DECREASED3,0903,220-130-4%$810.3K$808.3K-$2.0K2026-10-09
Fire Capital Management LLC
NEW3,085—+3,085——$807.0K—2026-10-27
Barr E S & Co
DECREASED3,0793,121-42-1%$785.4K$805.4K+$20.1K2026-11-06
American Capital Advisory, LLC
DECREASED3,0763,087-110%$776.8K$804.7K+$27.8K2026-10-28
Ironwood Financial, llc
INCREASED3,0693,014+55+2%$747.5K$802.8K+$55.3K2026-10-20
Aufman Associates Inc
DECREASED3,0663,196-130-4%$804.2K$802.0K-$2.2K2026-11-04
Madrona Financial Services, LLC
INCREASED3,0632,595+468+18%$653.0K$801.4K+$148.4K2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED3,0612,505+556+22%$630.4K$800.8K+$170.5K2026-10-27
McElhenny Sheffield Capital Management, LLC
DECREASED3,0573,094-37-1%$778.6K$799.7K+$21.1K2026-11-06
FCG Investment Co
INCREASED3,0552,515+540+21%$632.9K$799.2K+$166.3K2026-10-13
Smith Shellnut Wilson LLC
UNCHANGED3,0493,04900%$767.3K$797.6K+$30.3K2026-10-21
Caitong International Asset Management Co., Ltd
NEW3,043—+3,043——$796.0K—2026-10-29
Ellevest, Inc.
INCREASED3,0402,716+324+12%$665.6K$775.5K+$109.9K2026-11-10
Redhawk Wealth Advisors, Inc.
INCREASED3,0403,002+38+1%$755.4K$795.1K+$39.8K2026-10-14
Sterling Wealth Management, Inc.
INCREASED3,0363,035+1+0%$763.7K$794.3K+$30.6K2026-10-23
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED3,0333,052-19-1%$768.0K$793.4K+$25.4K2026-11-03
Hara Capital LLC
DECREASED3,0313,048-17-1%$767.0K$792.9K+$25.9K2026-10-30
TrueWealth Advisors, LLC
INCREASED3,0302,974+56+2%$748.3K$792.7K+$44.4K2026-10-09
Elevate Capital Advisors, LLC
DECREASED3,0274,193-1,166-28%$1.1M$791.8K-$263.3K2026-11-02
Invested Advisors
INCREASED3,0262,956+70+2%$743.8K$791.6K+$47.7K2026-10-23
Viewpoint Capital Management LLC
INCREASED3,0222,152+870+40%$541.5K$790.5K+$249.0K2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED3,0203,02000%$760.0K$790.0K+$30.0K2026-10-23
RDA Financial Network
DECREASED3,0193,122-103-3%$785.5K$789.7K+$4.2K2026-10-15
Asset Planning,Inc
INCREASED3,0162,977+39+1%$749.1K$789.0K+$39.9K2026-10-26
Cape ANN Savings Bank
INCREASED3,0133,008+5+0%$756.9K$788.2K+$31.2K2026-11-09
Brucke Financial, Inc.
INCREASED3,0102,810+200+7%$707.2K$787.5K+$80.3K2026-10-23
Leslie Global Wealth, LLC
INCREASED3,0032,983+20+1%$750.6K$785.6K+$34.9K2026-10-26
Brown Financial Advisory
DECREASED2,9963,303-307-9%$831.3K$783.8K-$47.5K2026-11-05
Spartan Planning & Wealth Management
INCREASED2,9892,630+359+14%$661.8K$782.0K+$120.2K2026-10-13
Essex LLC
INCREASED2,9862,984+2+0%$750.9K$781.1K+$30.1K2026-10-14
Narus Financial Partners, LLC
INCREASED2,9832,388+595+25%$600.9K$780.3K+$179.4K2026-10-19
Cornerstone Advisors Asset Management, LLC
UNCHANGED2,9792,97900%$749.6K$779.3K+$29.6K2026-11-06
Wisconsin Wealth Advisors, LLC
INCREASED2,9762,967+9+0%$746.6K$778.6K+$31.9K2026-10-08
Zinnia Wealth Advisory, LLC
DECREASED2,9723,544-572-16%$891.9K$777.4K-$114.5K2026-11-06
LexAurum Advisors, LLC
INCREASED2,9712,941+30+1%$740.2K$777.2K+$37.0K2026-10-19
Advisor Resource Council
DECREASED2,9663,862-896-23%$983.9K$788.3K-$195.6K2026-11-05
Financial Security Advisor, Inc.
DECREASED2,9593,178-219-7%$799.8K$774.1K-$25.7K2026-11-03
Montz Harcus Wealth Management LLC
INCREASED2,9562,937+19+1%$739.2K$773.4K+$34.2K2026-10-09
JGP Global Gestao de Recursos Ltda.
INCREASED2,9552,871+84+3%$722.5K$773.0K+$50.5K2026-10-16
Samalin Investment Counsel, LLC
DECREASED2,9543,023-69-2%$760.7K$772.8K+$12.0K2026-10-23
Investment Insight Wealth Management, LLC
INCREASED2,9522,941+11+0%$740.0K$772.2K+$32.2K2026-10-30
Dakota Community Bank & Trust NA
INCREASED2,9302,785+145+5%$700.8K$766.5K+$65.6K2026-10-09
Peddock Capital Advisors, LLC
INCREASED2,9242,850+74+3%$717.1K$764.8K+$47.7K2026-10-16
Alhambra Investment Management LLC
DECREASED2,9222,924-20%$735.7K$764.2K+$28.6K2026-10-15
Sustainable Insight Capital Management, LLC
INCREASED2,9121,112+1,800+162%$279.8K$761.8K+$481.9K2026-11-06
RPS Advisory Solutions LLC
DECREASED2,8952,982-87-3%$750.3K$757.4K+$7.1K2026-11-09
Silvia Mccoll Wealth Management, LLC
UNCHANGED2,8952,89500%$728.5K$757.3K+$28.8K2026-10-07
N.E.W. Advisory Services LLC
INCREASED2,8942,820+74+3%$709.7K$757.0K+$47.3K2026-11-09
Bay Capital Advisors, LLC
DECREASED2,8842,976-92-3%$748.9K$754.5K+$5.5K2026-10-16
EdgeRock Capital LLC
INCREASED2,8832,608+275+11%$656.4K$754.2K+$97.9K2026-11-03
Dominguez Wealth Management Solutions, Inc.
DECREASED2,8822,887-50%$726.6K$753.9K+$27.3K2026-10-07
Asahi Life Asset Management Co., Ltd.
DECREASED2,8814,363-1,482-34%$1.1M$753.6K-$344.3K2026-11-06
Finivi Inc.
INCREASED2,8812,819+62+2%$709.4K$753.7K+$44.3K2026-10-13
Southern Financial Group, LLC
DECREASED2,8803,148-268-9%$792.2K$753.4K-$38.8K2026-10-30
Harfst & Associates, Inc.
INCREASED2,8552,590+265+10%$651.7K$746.8K+$95.1K2026-10-20
Shrier Wealth Management, LLC
DECREASED2,8533,001-148-5%$755.2K$746.3K-$8.9K2026-10-20
Ninety One UK Ltd
NEW2,850—+2,850——$745.5K—2026-10-15
Uniting Wealth Partners, LLC
INCREASED2,8492,700+149+6%$679.4K$745.3K+$65.9K2026-11-06
Optivise Advisory Services LLC
INCREASED2,8472,706+141+5%$681.0K$744.8K+$63.7K2026-10-19
Bank of Stockton
UNCHANGED2,8422,84200%$715.2K$743.4K+$28.3K2026-10-20
Attessa Capital LLC
DECREASED2,8373,438-601-17%$865.1K$742.1K-$123.0K2026-10-09
Reflection Asset Management
INCREASED2,8352,782+53+2%$700.1K$741.6K+$41.5K2026-10-28
Trillium Asset Management, LLC
DECREASED2,8332,843-100%$715.4K$741.1K+$25.7K2026-11-09
Tillman Hartley LLC
DECREASED2,8312,937-106-4%$739.1K$740.6K+$1.5K2026-11-06
Cooper S Advisors, LLC
INCREASED2,8312,828+3+0%$711.5K$740.4K+$28.9K2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED2,8292,493+336+13%$627.3K$740.0K+$112.7K2026-10-30
Richard P Slaughter Associates Inc
DECREASED2,8263,006-180-6%$756.4K$739.3K-$17.1K2026-10-13
Banyan Capital Management, Inc.
DECREASED2,8192,919-100-3%$734.5K$737.4K+$2.9K2026-11-05
CPC Advisors, LLC
INCREASED2,8141,704+1,110+65%$428.7K$736.0K+$307.3K2026-10-21
Mlp3, LLC
INCREASED2,8132,594+219+8%$652.8K$735.8K+$83.0K2026-10-22
Impact Partnership Wealth, LLC
DECREASED2,8115,512-2,701-49%$1.4M$735.4K-$651.6K2026-11-09
Stiles Financial Services Inc
DECREASED2,8092,833-24-1%$713.0K$734.7K+$21.8K2026-10-30
King Wealth Management Group
INCREASED2,8062,709+97+4%$682.0K$734.0K+$52.0K2026-11-09
Walled Lake Planning & Wealth Management, LLC
DECREASED2,8023,250-448-14%$817.7K$732.8K-$84.9K2026-10-29
High Point Wealth Management, LLC
INCREASED2,7982,694+104+4%$678.0K$731.9K+$53.9K2026-11-05
Center For Asset Management LLC
INCREASED2,7961,911+885+46%$480.8K$731.5K+$250.7K2026-10-16
Able Financial Group, LLC
INCREASED2,7932,492+301+12%$627.0K$730.6K+$103.6K2026-10-14
Epiq Partners, LLC
DECREASED2,7852,985-200-7%$751.1K$728.5K-$22.6K2026-10-07
Marin Bay Wealth Advisors, LLC
DECREASED2,7842,803-19-1%$705.5K$728.4K+$22.9K2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED2,7782,77800%$699.0K$726.6K+$27.6K2026-10-28
Verity Asset Management, Inc.
INCREASED2,7762,707+69+3%$681.3K$726.1K+$44.8K2026-10-30
Lighthouse Financial LLC
DECREASED2,7702,960-190-6%$744.9K$724.6K-$20.3K2026-10-23
Poehling Capital Management, Inc.
DECREASED2,7642,793-29-1%$702.8K$723.0K+$20.2K2026-10-20
Sovereign Investment Advisors, LLC
UNCHANGED2,7602,76000%$694.5K$722.0K+$27.5K2026-11-09
Hidden Cove Wealth Management, LLC
INCREASED2,7492,600+149+6%$654.3K$719.1K+$64.8K2026-10-19
Pictet North America Advisors SA
NEW2,747—+2,747——$718.6K—2026-10-21
Grove Street Fiduciary, LLC
INCREASED2,7432,733+10+0%$687.7K$717.5K+$29.8K2026-10-13
HT Partners LLC
UNCHANGED2,7412,74100%$689.7K$717.0K+$27.3K2026-10-20
Titleist Asset Management, LLC
INCREASED2,7382,724+14+1%$685.5K$716.3K+$30.8K2026-10-08
Affiance Financial, LLC
INCREASED2,7372,720+17+1%$684.5K$716.2K+$31.7K2026-10-15
Elser Financial Planning, Inc
INCREASED2,7322,696+36+1%$678.4K$714.7K+$36.2K2026-10-16
W Advisors, LLC
INCREASED2,7272,648+79+3%$666.2K$713.5K+$47.2K2026-11-02
Peoples Bank
INCREASED2,7252,289+436+19%$576.0K$712.8K+$136.8K2026-10-26
Elevatus Welath Management
DECREASED2,7213,353-632-19%$843.7K$711.6K-$132.0K2026-10-19
Crown Wealth Group, LLC
INCREASED2,7182,560+158+6%$644.2K$711.0K+$66.8K2026-10-19
Sulzberger Capital Advisors, Inc.
UNCHANGED2,7182,71800%$684.0K$711.0K+$27.0K2026-10-20
Private Advisory Group LLC
DECREASED2,7173,169-452-14%$797.5K$710.8K-$86.7K2026-11-06
Stockman Wealth Management, Inc.
INCREASED2,7172,687+30+1%$676.1K$710.7K+$34.6K2026-10-27
Firethorn Wealth Partners, LLC
DECREASED2,7112,795-84-3%$703.4K$709.3K+$5.9K2026-10-14
AUA Capital Management, LLC
UNCHANGED2,7092,70900%$681.7K$708.6K+$27.0K2026-10-15
Vigilare Wealth Management
UNCHANGED2,7052,70500%$680.7K$707.6K+$26.9K2026-10-29
Gouws Capital LLC
UNCHANGED2,7002,70000%$679.4K$706.3K+$26.9K2026-10-09
Moran Wealth Management, LLC
INCREASED2,6951,863+832+45%$468.8K$705.0K+$236.2K2026-10-22
Gemmer Asset Management LLC
UNCHANGED2,6762,67600%$673.4K$700.0K+$26.6K2026-10-16
Vicus Capital
DECREASED2,6663,138-472-15%$789.7K$697.5K-$92.2K2026-11-05
Canandaigua National Trust Co of Florida
NEW2,664—+2,664——$696.9K—2026-10-07
Abacus Planning Group, Inc.
INCREASED2,6632,332+331+14%$586.8K$696.6K+$109.8K2026-11-02
Barrett & Company, Inc.
DECREASED2,6592,709-50-2%$681.6K$695.5K+$13.9K2026-10-22
Wall Street Financial Group, Inc.
INCREASED2,6552,504+151+6%$630.1K$694.5K+$64.4K2026-11-09
Mountain Hill Investment Partners Corp.
UNCHANGED2,6552,65500%$668.1K$694.5K+$26.4K2026-10-23
Endeavor Private Wealth, Inc.
INCREASED2,6522,443+209+9%$614.9K$693.4K+$78.5K2026-11-05
Hilton Head Capital Partners, LLC
DECREASED2,6512,889-238-8%$727.0K$693.5K-$33.5K2026-10-23
Centurion Wealth Management LLC
DECREASED2,6382,765-127-5%$695.8K$690.1K-$5.7K2026-10-13
Alchemi Wealth, LLC
DECREASED2,6372,742-105-4%$690.3K$689.9K-$3842026-11-04
Partners Wealth Management, LLC
NEW2,631—+2,631——$688.4K—2026-10-28
Carson Advisory Inc.
DECREASED2,6302,694-64-2%$677.9K$688.0K+$10.1K2026-11-06
NewSquare Capital LLC
INCREASED2,6292,358+271+11%$593.4K$687.8K+$94.4K2026-11-06
Diligent Investors, LLC
DECREASED2,6292,700-71-3%$679.4K$687.7K+$8.3K2026-10-21
Vaughan & Co Securities, Inc.
INCREASED2,6252,622+3+0%$659.8K$686.8K+$27.0K2026-10-23
Hixon Zuercher, LLC
UNCHANGED2,6252,62500%$660.7K$686.8K+$26.1K2026-10-13
Trust Investment Advisors
INCREASED2,6201,118+1,502+134%$281.2K$685.3K+$404.1K2026-10-20
Meridian Wealth Partners, LLC
DECREASED2,6182,807-189-7%$706.4K$684.9K-$21.5K2026-11-09
Phillips Financial Management, LLC
DECREASED2,6102,721-111-4%$684.8K$682.8K-$2.0K2026-10-19
Kohmann Bosshard Financial Services, LLC
INCREASED2,6072,446+161+7%$615.5K$681.8K+$66.4K2026-11-04
New Covenant Trust Company, N.A.
INCREASED2,6002,276+324+14%$572.7K$680.1K+$107.4K2026-10-08
Lesa Sroufe & Co
UNCHANGED2,5992,59900%$654.0K$680.0K+$26.0K2026-10-29
ASL Financial, LLC
UNCHANGED2,5932,59300%$652.5K$678.3K+$25.8K2026-10-15
Donalies Financial Planning, LLC
INCREASED2,5852,580+5+0%$649.3K$676.2K+$26.8K2026-10-19
Trust Co
DECREASED2,5802,680-100-4%$674.3K$674.8K+$5722026-10-09
Todd Wealth Management, LLC
DECREASED2,5742,670-96-4%$671.8K$673.4K+$1.6K2026-10-19
Michels Family Financial, LLC
INCREASED2,5722,477+95+4%$623.3K$672.8K+$49.5K2026-11-02
North Forty Two & Co.
UNCHANGED2,5642,56400%$645.2K$670.7K+$25.5K2026-10-19
Coquina Private Wealth LLC
INCREASED2,5632,549+14+1%$641.5K$670.4K+$28.9K2026-10-27
Flavin Financial Services, Inc.
UNCHANGED2,5632,56300%$645.0K$670.5K+$25.5K2026-10-21
Ardent Capital Management, Inc.
UNCHANGED2,5302,53000%$636.6K$661.8K+$25.2K2026-10-16
Cutler Investment Counsel LLC
INCREASED2,5292,488+41+2%$626.1K$661.6K+$35.5K2026-10-28
Hollow Brook Wealth Management LLC
UNCHANGED2,5252,52500%$635.4K$660.5K+$25.1K2026-10-29
Sollinda Capital Management LLC
INCREASED2,5222,511+11+0%$631.9K$659.7K+$27.9K2026-11-09
Columbia Bank
INCREASED2,5182,291+227+10%$576.5K$658.7K+$82.2K2026-10-29
MinichMacGregor Wealth Management, LLC
INCREASED2,5161,456+1,060+73%$366.6K$658.4K+$291.8K2026-10-14
Obsidian CIO, LLC
INCREASED2,5082,391+117+5%$601.6K$656.0K+$54.4K2026-11-05
Concentrum Wealth Management
INCREASED2,5082,422+86+4%$609.6K$656.0K+$46.4K2026-11-09
Eagle Bluffs Wealth Management LLC
UNCHANGED2,5042,50400%$630.1K$655.0K+$24.9K2026-10-20
Cambridge Financial Group, LLC
UNCHANGED2,5032,50300%$629.8K$629.8K$02026-10-06
Peak Wealth Management LLC
UNCHANGED2,5002,50000%$629.1K$722.7K+$93.6K2026-10-26
Walker Asset Management, LLC
INCREASED2,4992,483+16+1%$624.8K$653.7K+$28.8K2026-10-13
Omni 360 Wealth, Inc.
INCREASED2,4942,390+104+4%$601.5K$652.5K+$51.0K2026-10-13
Meriwether Wealth & Planning, LLC
INCREASED2,4932,438+55+2%$613.5K$652.1K+$38.6K2026-10-13
Saxony Capital Management, LLC
DECREASED2,4912,538-47-2%$638.6K$651.5K+$13.0K2026-10-15
Blodgett Wealth Advisors, LLC
UNCHANGED2,4762,47600%$623.1K$647.7K+$24.6K2026-10-23
Jm2 Capital Inc.
DECREASED2,4742,494-20-1%$627.6K$647.2K+$19.6K2026-10-14
Fairvoy Private Wealth, LLC
INCREASED2,4591,997+462+23%$502.5K$643.3K+$140.7K2026-10-19
Wulff, Hansen & Co.
DECREASED2,4552,739-284-10%$689.2K$642.2K-$47.0K2026-11-09
Cantor Fitzgerald Investment Advisors L.P.
DECREASED2,4504,900-2,450-50%$1.2M$640.9K-$592.1K2026-10-21
Eagle Harbor Asset Management Inc
UNCHANGED2,4412,44100%$614.3K$638.5K+$24.3K2026-10-21
Vela Investment Management, LLC
UNCHANGED2,4382,43800%$613.5K$637.8K+$24.3K2026-11-09
United Bank
INCREASED2,4362,192+244+11%$551.6K$637.2K+$85.6K2026-11-06
Schwarz Dygos Wheeler Investment Advisors LLC
INCREASED2,4342,264+170+8%$569.7K$636.7K+$67.0K2026-11-10
Grey Fox Wealth Advisors, LLC
DECREASED2,4222,427-50%$610.6K$633.6K+$23.0K2026-11-03
Black Diamond Financial, LLC
INCREASED2,4201,953+467+24%$491.5K$633.0K+$141.6K2026-10-26
Finer Wealth Management, Inc.
INCREASED2,4192,410+9+0%$606.6K$632.9K+$26.3K2026-10-16
Semus Wealth Partners LLC
INCREASED2,4112,408+3+0%$606.0K$630.7K+$24.7K2026-10-22
Peoples Bank
UNCHANGED2,4092,40900%$606.2K$630.2K+$24.0K2026-10-09
FAI Advisors, Inc.
INCREASED2,4062,050+356+17%$515.9K$629.4K+$113.5K2026-10-27
Tilia Fiduciary Partners, Inc.
DECREASED2,4052,430-25-1%$611.4K$629.0K+$17.6K2026-10-09
Frederick Financial Consultants, LLC
INCREASED2,4002,338+62+3%$588.3K$627.9K+$39.5K2026-10-29
Summa Corp.
UNCHANGED2,4002,40000%$603.9K$627.8K+$23.9K2026-10-30
McCarley & Cook Financial Planners
INCREASED2,394392+2,002+511%$98.6K$626.2K+$527.6K2026-10-21
Avail Investment Partners, LLC
INCREASED2,3912,253+138+6%$566.9K$625.4K+$58.5K2026-10-16
Edgemoor Investment Advisors, Inc.
DECREASED2,3912,437-46-2%$613.3K$625.4K+$12.1K2026-11-03
M.E. Allison & Co., Inc.
UNCHANGED2,3902,39000%$601.4K$625.2K+$23.8K2026-10-09
Pacific Excel Wealth Advisors, Inc.
DECREASED2,3875,697-3,310-58%$1.4M$625.0K-$808.6K2026-10-27
Arta Finance Wealth Management LLC
INCREASED2,3872,191+196+9%$551.3K$620.6K+$69.3K2026-10-28
Elmwood Wealth Management, Inc.
INCREASED2,3872,376+11+0%$597.9K$624.4K+$26.5K2026-10-14
Grant Private Wealth Management Inc
DECREASED2,3804,652-2,272-49%$1.2M$622.6K-$548.1K2026-10-19
EPG Wealth Management LLC
DECREASED2,3782,458-80-3%$618.4K$622.0K+$3.6K2026-11-03
Sterling Investment Management, LLC
UNCHANGED2,3672,36700%$595.6K$619.2K+$23.6K2026-10-16
Garde Capital, Inc.
INCREASED2,3541,483+871+59%$373.1K$615.7K+$242.6K2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED2,3512,151+200+9%$541.3K$615.0K+$73.7K2026-10-30
Legacy Wealth Partners, LLC
INCREASED2,3512,319+32+1%$583.6K$615.0K+$31.4K2026-10-15
Partnership Wealth Management, LLC
UNCHANGED2,3492,34900%$591.1K$614.5K+$23.4K2026-10-05
Miller Financial Services LLC
INCREASED2,3472,346+1+0%$590.4K$614.0K+$23.7K2026-10-20
Mission Financial Group, LLC
INCREASED2,3452,291+54+2%$576.6K$613.5K+$36.9K2026-10-21
Atlantic Edge Private Wealth Management, LLC
DECREASED2,3422,417-75-3%$608.2K$612.8K+$4.6K2026-10-20
Centennial Wealth Advisory LLC
INCREASED2,3402,331+9+0%$586.9K$612.9K+$26.0K2026-10-16
Guilbault Capital LLC
DECREASED2,3362,376-40-2%$597.9K$611.1K+$13.2K2026-10-28
Thrive Capital Management, LLC
INCREASED2,3281,905+423+22%$479.4K$608.9K+$129.5K2026-10-28
Sunpointe, LLC
DECREASED2,3214,063-1,742-43%$1.0M$607.1K-$415.4K2026-10-22
GSG Advisors LLC
INCREASED2,3192,197+122+6%$552.8K$606.6K+$53.8K2026-11-03
Certior Financial Group, LLC
DECREASED2,3192,346-27-1%$590.3K$606.7K+$16.4K2026-10-19
Johnson Financial Group, LLC
DECREASED2,3126,650-4,338-65%$1.7M$604.8K-$1.1M2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
INCREASED2,3052,033+272+13%$511.5K$603.1K+$91.6K2026-10-15
Strategy Asset Managers LLC
INCREASED2,3052,244+61+3%$564.7K$603.0K+$38.3K2026-10-14
North Point Portfolio Managers Corp
DECREASED2,2962,323-27-1%$584.6K$600.6K+$16.1K2026-10-07
Ball & Co Wealth Management Inc.
INCREASED2,2872,272+15+1%$571.0K$598.5K+$27.5K2026-11-05
Cultivar Capital, Inc.
UNCHANGED2,2822,28200%$574.2K$596.9K+$22.7K2026-10-14
Fidelity D & D Bancorp Inc
UNCHANGED2,2782,27800%$573.2K$595.9K+$22.7K2026-11-05
Gould Asset Management LLC
INCREASED2,2762,266+10+0%$570.2K$595.4K+$25.2K2026-11-06
Insight 2811, Inc.
INCREASED2,2722,212+60+3%$556.5K$594.2K+$37.7K2026-11-06
Owl Creek Wealth Partners LLC
INCREASED2,2711,967+304+15%$495.0K$594.1K+$99.1K2026-10-20
Prism Planning Partners LLC
DECREASED2,2692,294-25-1%$577.3K$593.5K+$16.2K2026-10-27
Plante Moran Financial Advisors, LLC
DECREASED2,2672,355-88-4%$592.5K$592.9K+$4092026-11-04
Taylor Securities Services, Inc.
INCREASED2,2672,210+57+3%$556.1K$592.9K+$36.8K2026-10-20
Financial Partners Group, Inc
INCREASED2,2612,252+9+0%$566.7K$591.4K+$24.7K2026-10-19
Beacon Capital Management, LLC
INCREASED2,2602,193+67+3%$551.7K$591.3K+$39.5K2026-10-23
Sage Rhino Capital LLC
DECREASED2,2602,265-50%$570.0K$591.2K+$21.2K2026-10-28
Hudock, Inc.
DECREASED2,2522,303-51-2%$579.6K$589.1K+$9.6K2026-10-14
Welch Financial Planning, LLC
INCREASED2,2522,243+9+0%$564.3K$589.1K+$24.8K2026-11-06
Elevated Capital Advisors, LLC
DECREASED2,2503,945-1,695-43%$992.7K$588.6K-$404.1K2026-11-04
Canvas Wealth Advisors, LLC
DECREASED2,2452,605-360-14%$655.5K$652.8K-$2.7K2026-11-02
Legacy Financial Group, Inc.
INCREASED2,2452,222+23+1%$559.2K$587.2K+$28.0K2026-10-21
Prevail Innovative Wealth Advisors, LLC
INCREASED2,2391,737+502+29%$437.1K$607.6K+$170.5K2026-10-20
Invenio Wealth Partners LLC
INCREASED2,2382,183+55+3%$549.3K$585.4K+$36.1K2026-10-20
Insight Advisors, LLC/ PA
DECREASED2,2342,295-61-3%$577.5K$584.3K+$6.8K2026-10-22
Reap Financial Group, LLC
INCREASED2,2322,018+214+11%$507.7K$583.8K+$76.1K2026-11-02
Realta Investment Advisors
DECREASED2,2312,516-285-11%$633.1K$583.6K-$49.5K2026-10-14
Stonebridge Financial Group, LLC
INCREASED2,2312,100+131+6%$528.4K$583.6K+$55.2K2026-10-01
Acorn Creek Capital LLC
DECREASED2,2262,237-110%$562.9K$582.2K+$19.4K2026-11-05
MRA Advisory Group
DECREASED2,2247,883-5,659-72%$2.0M$581.7K-$1.4M2026-10-07
Greenup Street Wealth Management LLC
DECREASED2,2173,980-1,763-44%$1.0M$579.9K-$421.7K2026-10-28
RS Crum Inc.
UNCHANGED2,2172,21700%$557.9K$579.9K+$22.1K2026-10-19
Motive Wealth Advisors
INCREASED2,2142,188+26+1%$550.6K$579.2K+$28.6K2026-10-26
American National Bank of Texas
UNCHANGED2,2112,21100%$556.4K$578.4K+$22.0K2026-10-07
Norris Perne & French LLP
DECREASED2,2106,106-3,896-64%$1.5M$578.1K-$958.4K2026-10-23
Vista Investment Partners II, LLC
DECREASED2,2092,375-166-7%$597.7K$577.8K-$19.9K2026-10-15
TruNorth Capital Management, LLC
INCREASED2,2011,921+280+15%$483.4K$575.8K+$92.4K2026-10-14
Investment Partners Asset Management, Inc.
UNCHANGED2,2012,20100%$554.0K$575.9K+$21.9K2026-10-09
Atlas Legacy Advisors, LLC
DECREASED2,1972,607-410-16%$622.8K$581.3K-$41.5K2026-11-10
truNorth Financial Services, Inc.
DECREASED2,1942,244-50-2%$564.7K$573.9K+$9.2K2026-11-06
Allied Investment Advisors, LLC
DECREASED2,1922,292-100-4%$576.8K$573.4K-$3.4K2026-10-13
Opus Capital Group, LLC
INCREASED2,1912,019+172+9%$508.0K$573.0K+$65.0K2026-10-30
Reston Wealth Management LLC
INCREASED2,1871,490+697+47%$375.0K$572.2K+$197.2K2026-10-29
Roan Capital Partners
INCREASED2,1832,152+31+1%$541.5K$571.1K+$29.5K2026-10-09
TPG Advisors LLC
UNCHANGED2,1812,18100%$548.8K$570.5K+$21.7K2026-10-16
SeaBridge Investment Advisors LLC
INCREASED2,1781,868+310+17%$470.1K$569.7K+$99.7K2026-11-02
Englebert Financial Advisers, LLC
DECREASED2,1782,308-130-6%$580.8K$569.6K-$11.2K2026-10-20
True Blue Financial, LLC
UNCHANGED2,1762,17600%$547.5K$569.2K+$21.6K2026-10-15
Piedmont Capital Management, LLC
UNCHANGED2,1712,17100%$546.3K$567.9K+$21.6K2026-10-21
Wagner Wealth Management, Corp
DECREASED2,1662,210-44-2%$556.1K$566.6K+$10.5K2026-10-20
Gen-Wealth Partners Inc
DECREASED2,1653,074-909-30%$773.6K$566.2K-$207.3K2026-11-04
Terra Nova Asset Management LLC
DECREASED2,1642,627-463-18%$661.1K$566.0K-$95.0K2026-10-13
Curran Financial Partners, LLC
INCREASED2,1591,990+169+8%$500.8K$564.7K+$63.8K2026-11-04
First United Bank & Trust
DECREASED2,1552,187-32-1%$550.3K$563.7K+$13.4K2026-10-22
Cypress Point Wealth Management, LLC
INCREASED2,1512,055+96+5%$517.1K$562.7K+$45.6K2026-11-03
Staley Capital Advisers Inc
INCREASED2,1481,726+422+24%$434.3K$561.9K+$127.6K2026-11-06
Philadelphia Investment Partners, LLC
UNCHANGED2,1472,14700%$538.5K$538.8K+$2792026-11-09
Silver Oak Advisory Group, Inc.
DECREASED2,1372,333-196-8%$587.0K$559.0K-$28.0K2026-11-06
Amarillo National Bank
UNCHANGED2,1342,13400%$537.0K$558.2K+$21.2K2026-10-23
Builder Investment Group Inc
UNCHANGED2,1332,13300%$536.7K$558.0K+$21.2K2026-10-22
LiftPoint Family Wealth Advisors LLC
DECREASED2,1282,129-10%$535.7K$556.7K+$20.9K2026-11-03
Acorn Wealth Advisors, LLC
INCREASED2,1211,979+142+7%$497.9K$554.9K+$57.0K2026-10-19
Mosley Wealth Management
INCREASED2,1201,944+176+9%$489.2K$600.8K+$111.5K2026-10-16
Enzi Wealth
INCREASED2,1091,482+627+42%$362.8K$578.6K+$215.9K2026-10-14
Discipline Wealth Solutions, LLC
INCREASED2,1092,103+6+0%$529.1K$551.8K+$22.7K2026-10-14
Armbruster Capital Management, Inc.
DECREASED2,1062,181-75-3%$548.8K$550.9K+$2.1K2026-10-19
Capital Investment Services of America, Inc.
UNCHANGED2,1032,10300%$529.2K$550.1K+$20.9K2026-11-02
Trail Ridge Investment Advisors, LLC
INCREASED2,1022,085+17+1%$524.7K$549.9K+$25.2K2026-10-16
Berman McAleer LLC
DECREASED2,0982,138-40-2%$538.0K$548.8K+$10.8K2026-10-16
Cedarwood Wealth LLC
INCREASED2,0942,078+16+1%$522.8K$547.7K+$24.8K2026-11-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED2,0921,936+156+8%$482.3K$547.1K+$64.9K2026-10-13
Northstar Asset Management Co
INCREASED2,0902,065+25+1%$535.6K$595.2K+$59.7K2026-10-22
ShankerValleau Wealth Advisors, Inc.
NEW2,088—+2,088——$546.2K—2026-10-16
JMN Financial LLC
INCREASED2,0851,948+137+7%$490.4K$545.4K+$55.0K2026-11-10
MN Wealth Advisors, LLC
INCREASED2,0842,059+25+1%$518.2K$545.3K+$27.1K2026-10-23
Quantum Private Wealth, LLC
DECREASED2,0822,092-100%$526.4K$544.8K+$18.3K2026-10-20
Blackston Financial Advisory Group, LLC
INCREASED2,0781,989+89+4%$500.6K$543.7K+$43.0K2026-11-04
Financial Insights, Inc.
DECREASED2,0782,083-50%$524.1K$543.5K+$19.4K2026-10-27
Hohimer Wealth Management, LLC
INCREASED2,0762,049+27+1%$515.5K$543.0K+$27.5K2026-11-04
Sankala Group LLC
UNCHANGED2,0712,07100%$534.1K$543.8K+$9.7K2026-11-09
Hoxton Planning & Management, LLC
DECREASED2,0652,119-54-3%$533.2K$540.2K+$7.0K2026-10-15
Momentous Wealth Management, Inc.
INCREASED2,0571,260+797+63%$317.1K$538.1K+$221.0K2026-10-21
RHL Group, LLC
INCREASED2,0541,905+149+8%$480.1K$537.3K+$57.2K2026-11-04
BAM Wealth Management, LLC
INCREASED2,0531,349+704+52%$339.5K$537.0K+$197.6K2026-10-15
Lifestyle Asset Management, Inc.
INCREASED2,0521,809+243+13%$455.2K$536.8K+$81.6K2026-10-20
Wealthgarden F.S. LLC
DECREASED2,0512,123-72-3%$534.3K$536.5K+$2.2K2026-11-09
Insight Wealth Partners, LLC
INCREASED2,0492,038+11+1%$512.8K$536.0K+$23.2K2026-10-26
Nolet Wealth Management, LLC
DECREASED2,0492,050-10%$515.7K$535.9K+$20.1K2026-10-15
Verus Financial Partners, Inc.
INCREASED2,0482,013+35+2%$506.5K$535.7K+$29.2K2026-10-29
Argos Wealth Advisors, LLC
INCREASED2,0472,045+2+0%$514.6K$535.5K+$20.9K2026-11-02
LJI Wealth Management, LLC
INCREASED2,0461,846+200+11%$464.5K$535.3K+$70.8K2026-10-28
Rose Capital Advisors LLC
INCREASED2,0451,056+989+94%$265.7K$535.0K+$269.3K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED2,0451,988+57+3%$500.3K$535.0K+$34.7K2026-11-05
General Partner, Inc.
UNCHANGED2,0442,04400%$514.4K$534.7K+$20.3K2026-10-05
Patten Group, Inc.
INCREASED2,0421,875+167+9%$471.8K$534.2K+$62.3K2026-10-26
Dmkc Advisory Services, LLC
NEW2,040—+2,040——$533.6K—2026-11-04
ETF Store, Inc.
INCREASED2,0391,993+46+2%$501.6K$533.3K+$31.7K2026-10-19
Prairie Advisory, LLC
INCREASED2,0361,017+1,019+100%$255.9K$532.6K+$276.6K2026-10-19
WealthCare Investment Partners, LLC
INCREASED2,0342,020+14+1%$508.3K$532.0K+$23.8K2026-11-05
Navalign, LLC
DECREASED2,0332,344-311-13%$589.8K$531.7K-$58.1K2026-11-09
Arsenal Capital Advisors LLC
INCREASED2,0262,005+21+1%$504.5K$529.9K+$25.4K2026-11-02
Sentinel Pension Advisors, LLC
INCREASED2,0251,767+258+15%$449.6K$529.8K+$80.2K2026-11-02
Fulcrum Wealth Advisors, LLC
UNCHANGED2,0212,02100%$508.6K$528.7K+$20.1K2026-10-16
Clarus Group, Inc.
DECREASED2,0192,057-38-2%$517.5K$528.3K+$10.8K2026-10-21
Darwin Wealth Management, LLC
INCREASED2,0171,924+93+5%$484.3K$527.7K+$43.4K2026-11-09
Chris Bulman Inc
INCREASED2,0132,003+10+1%$504.0K$526.6K+$22.5K2026-10-20
Bluesphere Advisors LLC
INCREASED2,0121,525+487+32%$383.7K$526.4K+$142.7K2026-10-19
Defined Wealth Management, LLC
INCREASED2,0111,972+39+2%$496.2K$526.1K+$29.8K2026-10-19
Seamount Financial Group Inc
UNCHANGED2,0102,01000%$505.8K$525.8K+$20.0K2026-10-21
MKT Advisors LLC
DECREASED2,0082,166-158-7%$551.6K$547.1K-$4.5K2026-10-20
Enhancing Capital LLC
INCREASED2,0042,000+4+0%$503.3K$524.2K+$20.9K2026-10-26
Quantum Financial Partners LLC
DECREASED1,9962,182-186-9%$549.0K$522.0K-$27.0K2026-10-19
Melfa Wealth Management, Inc.
INCREASED1,9941,432+562+39%$360.4K$521.7K+$161.3K2026-11-06
SJS Investment Consulting Inc.
INCREASED1,9931,943+50+3%$488.9K$521.4K+$32.5K2026-10-26
Rainier Family Wealth Inc
INCREASED1,9921,942+50+3%$488.7K$521.1K+$32.4K2026-11-02
Tenet Wealth Partners, LLC
DECREASED1,9912,019-28-1%$518.7K$520.8K+$2.1K2026-10-19
Christensen, King & Associates Investment Services, Inc.
DECREASED1,9902,075-85-4%$522.1K$520.5K-$1.6K2026-10-22
Maia Wealth LLC
DECREASED1,9892,232-243-11%$561.7K$520.3K-$41.4K2026-10-19
Arlington Trust Co LLC
INCREASED1,9881,150+838+73%$289.4K$520.0K+$230.7K2026-10-20
James Hambro & Partners LLP
DECREASED1,9882,091-103-5%$525.5K$520.4K-$5.1K2026-10-19
Green Ridge Wealth Planning LLC
INCREASED1,9831,898+85+4%$477.6K$518.7K+$41.1K2026-10-08
Pacifica Partners Inc.
DECREASED1,9731,990-17-1%$519.5K$512.8K-$6.6K2026-10-09
Whelan Financial
INCREASED1,9621,697+265+16%$427.1K$513.3K+$86.2K2026-10-28
Trust Co of Kansas
DECREASED1,9582,008-50-2%$505.0K$512.0K+$7.0K2026-11-06
Uptown Financial Advisors LLC
INCREASED1,9571,913+44+2%$481.4K$511.9K+$30.5K2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED1,9511,930+21+1%$485.6K$510.4K+$24.8K2026-10-20
Aletheian Wealth Advisors LLC
INCREASED1,9501,922+28+1%$483.7K$510.2K+$26.5K2026-10-08
DLK Investment Management, LLC
DECREASED1,9461,953-70%$335.0K$509.1K+$174.1K2026-10-09
Asset Advisory Group, Inc.
UNCHANGED1,9461,94600%$489.7K$509.0K+$19.4K2026-10-20
Silverleafe Capital Partners, LLC
DECREASED1,9452,284-339-15%$574.8K$508.7K-$66.0K2026-10-02
WestHill Financial Advisors, Inc.
DECREASED1,9372,151-214-10%$541.3K$506.7K-$34.6K2026-10-14
365 WMG Private Fund I: Primus Fund LLC
NEW1,935—+1,935——$506.2K—2026-10-20
Axecap Investments, LLC
DECREASED1,9351,953-18-1%$491.5K$506.2K+$14.7K2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED1,9341,457+477+33%$366.7K$505.9K+$139.2K2026-10-29
J. L. Bainbridge & Co., Inc.
INCREASED1,9321,927+5+0%$485.0K$505.3K+$20.3K2026-10-20
Mullaney, Keating & Wright, Inc.
UNCHANGED1,9301,93000%$485.7K$504.9K+$19.2K2026-10-19
Creekside Partners
UNCHANGED1,9301,93000%$485.7K$504.9K+$19.2K2026-11-04
Zevenbergen Capital Investments LLC
UNCHANGED1,9231,92300%$483.9K$503.0K+$19.1K2026-10-08
OFS Enterprise LLC
INCREASED1,9211,253+668+53%$315.2K$502.5K+$187.2K2026-10-16
Warwick Investment Management, Inc.
DECREASED1,9212,135-214-10%$537.3K$502.5K-$34.7K2026-10-19
Vision Capital Management, Inc.
DECREASED1,9151,965-50-3%$494.5K$500.9K+$6.5K2026-10-20
BigSur Wealth Management LLC
UNCHANGED1,9111,91100%$480.9K$499.9K+$19.0K2026-10-13
Burkett Asset Management Ltd
NEW1,905—+1,905——$498.3K—2026-10-13
WealthPoint Financial, LLC
DECREASED1,9051,993-88-4%$501.5K$498.4K-$3.1K2026-11-03
Highland Investment Advisors LLC
DECREASED1,9051,921-16-1%$483.3K$498.2K+$14.9K2026-11-09
Professional Financial Advisors, LLC
INCREASED1,9051,904+1+0%$479.1K$498.4K+$19.2K2026-10-13
PVG Asset Management Corp
UNCHANGED1,9051,90500%$479.2K$498.2K+$19.0K2026-10-19
Advus Financial Partners, LLC
DECREASED1,9022,470-568-23%$621.5K$497.6K-$123.9K2026-10-20
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED1,9011,734+167+10%$436.3K$497.3K+$60.9K2026-10-21
Whitcomb & Hess, Inc.
DECREASED1,8971,901-40%$478.4K$496.2K+$17.8K2026-10-07
L.K. Benson & Company, P.C.
UNCHANGED1,8921,89200%$476.1K$494.9K+$18.8K2026-10-23
Cora Capital Advisors LLC
INCREASED1,8901,881+9+0%$473.2K$494.5K+$21.3K2026-11-02
Ring Mountain Capital, LLC
INCREASED1,8881,878+10+1%$472.5K$493.8K+$21.3K2026-10-13
ASO Group Ltd
NEW1,887—+1,887——$494.0K—2026-11-05
Olistico Wealth, LLC
INCREASED1,8851,884+1+0%$474.2K$493.0K+$18.8K2026-10-05
CGN Advisors LLC
DECREASED1,8832,104-221-10%$529.4K$492.5K-$36.8K2026-10-21
Central Valley Advisors, LLC
UNCHANGED1,8831,88300%$473.8K$492.6K+$18.7K2026-10-27
James J. Burns & Company, LLC
INCREASED1,8761,756+120+7%$442.1K$490.6K+$48.5K2026-10-22
Strata Wealth Advisors, LLC
INCREASED1,8751,802+73+4%$453.5K$490.5K+$37.0K2026-10-16
Manske Wealth Management
DECREASED1,8741,894-20-1%$476.5K$490.2K+$13.7K2026-10-26
Seven Mile Advisory
DECREASED1,8701,941-71-4%$488.4K$489.2K+$7402026-10-22
KWB Wealth
DECREASED1,8671,879-12-1%$472.8K$488.4K+$15.6K2026-10-16
Bestgate Wealth Advisors, LLC
INCREASED1,8621,810+52+3%$455.4K$487.0K+$31.6K2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED1,8601,873-13-1%$471.4K$486.7K+$15.3K2026-10-29
Smith Partners Wealth Management, LLC
INCREASED1,8581,632+226+14%$410.7K$486.0K+$75.4K2026-11-05
Integrated Wealth Management
INCREASED1,8541,852+2+0%$466.0K$485.1K+$19.1K2026-10-19
XY Planning Network, Inc.
INCREASED1,8461,384+462+33%$348.2K$482.9K+$134.6K2026-10-14
Peachtree Investment Partners, LLC
INCREASED1,8441,688+156+9%$424.7K$482.5K+$57.7K2026-11-05
PFS Partners, LLC
DECREASED1,8431,870-27-1%$470.6K$482.1K+$11.5K2026-10-21
Creative Financial Designs Inc
INCREASED1,8431,839+4+0%$462.8K$482.0K+$19.2K2026-11-04
Fischer Financial Services, Inc.
DECREASED1,8291,918-89-5%$482.6K$478.5K-$4.1K2026-10-30
Triton Wealth Management, Pllc
INCREASED1,8271,824+3+0%$461.1K$527.5K+$66.4K2026-11-04
Brown Wealth Management, LLC
INCREASED1,8261,722+104+6%$433.3K$477.7K+$44.3K2026-10-20
Financial Planning Fort Collins, LLC
UNCHANGED1,8261,82600%$456.3K$477.7K+$21.3K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,8257,148-5,323-74%$1.8M$477.4K-$1.3M2026-10-14
Peninsula Asset Management Inc
DECREASED1,8251,950-125-6%$490.7K$477.4K-$13.3K2026-11-10
Fulcrum Capital LLC
UNCHANGED1,8241,82400%$458.9K$477.1K+$18.1K2026-10-15
Prescott Group Capital Management, L.L.C.
UNCHANGED1,8231,82300%$458.7K$476.9K+$18.1K2026-10-30
Accretive Wealth Partners, LLC
UNCHANGED1,8221,82200%$458.4K$476.5K+$18.1K2026-11-06
Dividend Assets Capital, LLC
INCREASED1,8201,638+182+11%$412.2K$476.1K+$63.9K2026-11-10
Measured Wealth Private Client Group, LLC
DECREASED1,8191,861-42-2%$468.4K$475.8K+$7.4K2026-11-10
Northwest Wealth Management, LLC
INCREASED1,8191,803+16+1%$453.8K$476.0K+$22.1K2026-10-30
Total Wealth Planning & Management, Inc.
DECREASED1,81511,012-9,197-84%$2.8M$474.8K-$2.3M2026-10-23
Watershed Private Wealth LLC
INCREASED1,8141,734+80+5%$436.3K$474.5K+$38.2K2026-10-30
North Capital, Inc.
DECREASED1,8111,920-109-6%$483.3K$496.9K+$13.6K2026-10-16
PFC Capital Group, Inc.
INCREASED1,8101,335+475+36%$335.0K$473.5K+$138.5K2026-11-06
Emerald Advisors, LLC
DECREASED1,8094,504-2,695-60%$1.1M$473.3K-$660.0K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED1,8051,775+30+2%$446.7K$472.2K+$25.5K2026-10-26
ACT Advisors, Llc.
INCREASED1,8011,688+113+7%$424.7K$471.2K+$46.5K2026-10-15
Independent Wealth Network Inc.
DECREASED1,7972,132-335-16%$536.6K$470.0K-$66.6K2026-10-19
Arbor Investment Advisors, LLC
DECREASED1,7952,358-563-24%$593.4K$469.5K-$123.9K2026-10-26
Guardsman Private Capital Management, Inc.
INCREASED1,7951,785+10+1%$449.3K$469.6K+$20.4K2026-10-19
Aire Advisors, LLC
INCREASED1,7931,784+9+1%$449.0K$469.1K+$20.1K2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED1,792874+918+105%$220.0K$468.8K+$248.8K2026-10-16
Mayfair Advisory Group, LLC
DECREASED1,7911,812-21-1%$470.0K$468.5K-$1.5K2026-10-20
Cercano Management LLC
UNCHANGED1,7891,78900%$450.2K$468.0K+$17.8K2026-11-10
Blue Capital, Inc.
DECREASED1,7881,790-20%$450.4K$467.7K+$17.3K2026-10-13
Kaufman Rossin Wealth, LLC
INCREASED1,7851,052+733+70%$263.0K$467.0K+$204.0K2026-10-19
Guardian Partners Inc.
UNCHANGED1,7851,78500%$449.2K$466.9K+$17.8K2026-10-21
Ramiah Investment Group
DECREASED1,7841,865-81-4%$469.3K$466.7K-$2.6K2026-10-20
Hoese & Co LLP
UNCHANGED1,7841,78400%$448.9K$466.7K+$17.7K2026-10-21
CMG Global Holdings, LLC
DECREASED1,7791,869-90-5%$470.3K$465.4K-$4.9K2026-10-14
Kozak & Associates, Inc.
DECREASED1,7774,766-2,989-63%$1.2M$508.2K-$688.4K2026-10-29
Kraematon Investment Advisors, Inc
DECREASED1,7761,824-48-3%$459.0K$464.6K+$5.6K2026-11-02
Financial Symmetry Inc
DECREASED1,7712,239-468-21%$563.4K$463.3K-$100.2K2026-10-06
KFA Private Wealth Group, LLC
INCREASED1,7611,740+21+1%$438.0K$460.9K+$22.9K2026-10-07
IVC Wealth Advisors LLC
DECREASED1,7611,767-60%$444.6K$460.7K+$16.0K2026-10-23
IMPACTfolio, LLC
UNCHANGED1,7611,76100%$443.1K$460.6K+$17.5K2026-10-28
MFG Investments, LLC
NEW1,760—+1,760——$460.5K—2026-10-30
Rockport Wealth LLC
INCREASED1,7601,614+146+9%$406.1K$460.4K+$54.3K2026-11-03
Clearwater Capital Advisors, LLC
DECREASED1,7591,781-22-1%$448.2K$460.1K+$12.0K2026-11-06
Lawson Kroeker Investment Management Inc
UNCHANGED1,7581,75800%$442.4K$459.9K+$17.5K2026-10-22
Uptick Partners, LLC
INCREASED1,7551,674+81+5%$421.2K$459.1K+$38.0K2026-11-04
Lifelong Wealth Advisors, Inc.
INCREASED1,7551,719+36+2%$432.6K$459.1K+$26.5K2026-10-19
Fonville Wealth Management LLC
INCREASED1,7521,522+230+15%$383.0K$458.2K+$75.3K2026-10-28
Ballew Advisors, Inc
DECREASED1,7511,759-80%$459.1K$460.2K+$1.1K2026-10-05
Presper Financial Architects, LLC
NEW1,747—+1,747——$457.0K—2026-11-09
McKinney Capital Management, LLC
DECREASED1,7452,016-271-13%$507.3K$456.5K-$50.8K2026-11-06
Shakespeare Wealth Management, LLC
INCREASED1,7451,730+15+1%$435.2K$456.6K+$21.3K2026-10-28
Thayer Partners, LLC / MA
DECREASED1,7421,779-37-2%$447.7K$455.6K+$7.9K2026-11-06
Retirement Wealth Solutions LLC
INCREASED1,740190+1,550+816%$47.8K$455.2K+$407.4K2026-10-07
First Fiduciary Investment Counsel, Inc.
DECREASED1,7341,864-130-7%$469.0K$454.0K-$15.0K2026-10-27
Northbridge Financial Group, LLC
UNCHANGED1,7311,73100%$435.7K$461.7K+$26.1K2026-11-05
Jackson Creek Investment Advisors LLC
DECREASED1,7252,465-740-30%$619.0K$451.0K-$168.0K2026-11-04
Arwa LLC
DECREASED1,7251,917-192-10%$487.6K$473.2K-$14.5K2026-10-21
Marshall & Sterling Wealth Advisors Inc.
DECREASED1,7251,760-35-2%$442.8K$451.2K+$8.4K2026-10-28
Goldenstone Wealth Management LLC
DECREASED1,7251,738-13-1%$437.4K$451.3K+$13.9K2026-11-04
Sunburst Financial Group, LLC
DECREASED1,7211,738-17-1%$437.4K$450.1K+$12.7K2026-10-09
Elm3 Financial Group, LLC
NEW1,717—+1,717——$449.2K—2026-10-07
Byrne Asset Management LLC
DECREASED1,7151,836-121-7%$462.0K$445.8K-$16.2K2026-10-06
Foguth Wealth Management, Llc.
INCREASED1,7141,452+262+18%$367.8K$489.3K+$121.5K2026-10-19
LifeWealth Investments, LLC
DECREASED1,7131,726-13-1%$434.4K$448.2K+$13.8K2026-10-21
Stronghold Wealth Management L.L.C.
DECREASED1,7101,879-169-9%$472.8K$447.3K-$25.5K2026-10-16
Thoma Capital Management LLC
INCREASED1,7071,703+4+0%$428.8K$446.6K+$17.9K2026-10-19
Apollon Financial, LLC
INCREASED1,7051,524+181+12%$383.6K$446.0K+$62.4K2026-10-23
Lynch Investment Planning, LLC
INCREASED1,7011,700+1+0%$427.7K$445.1K+$17.4K2026-10-27
Lincoln Capital Corp
DECREASED1,7001,900-200-11%$478.1K$444.7K-$33.4K2026-10-13
Wedgewood Investors Inc
UNCHANGED1,7001,70000%$427.8K$444.7K+$16.9K2026-10-28
Carter Financial Group, Inc.
INCREASED1,6941,596+98+6%$401.6K$443.1K+$41.5K2026-10-21
Clearwave Capital, LLC
INCREASED1,6941,670+24+1%$420.1K$443.1K+$23.0K2026-10-27
Perryman Financial Advisory Inc
DECREASED1,6911,726-35-2%$434.3K$442.3K+$8.1K2026-10-16
Atlas Private Wealth Advisors
INCREASED1,6891,688+1+0%$424.7K$441.7K+$17.0K2026-10-23
Vaquero Private Wealth, LTD
UNCHANGED1,6881,68800%$424.8K$441.6K+$16.8K2026-10-27
Wilsey Asset Management Inc
UNCHANGED1,6821,68200%$423.3K$440.0K+$16.7K2026-10-21
Howard Capital Management Group, LLC
DECREASED1,6732,012-339-17%$506.3K$437.6K-$68.7K2026-10-16
GW Henssler & Associates LTD
DECREASED1,6681,745-77-4%$439.1K$436.3K-$2.8K2026-10-26
Inman Jager Wealth Management, LLC
DECREASED1,6621,710-48-3%$430.3K$434.8K+$4.5K2026-11-05
Hopwood Financial Services, Inc.
UNCHANGED1,6611,66100%$418.0K$434.5K+$16.5K2026-10-29
Meridian Financial Partners LLC
INCREASED1,6601,585+75+5%$386.9K$470.4K+$83.5K2026-10-23
Bright Financial Advisors, Inc.
INCREASED1,6591,658+1+0%$417.4K$433.9K+$16.5K2026-10-23
Optima Capital LLC
INCREASED1,6561,645+11+1%$413.9K$433.2K+$19.2K2026-10-29
Weil Company, Inc.
UNCHANGED1,6541,65400%$416.2K$432.6K+$16.5K2026-10-14
Post Resch Tallon Group Inc.
DECREASED1,6511,664-13-1%$418.7K$431.9K+$13.2K2026-10-09
Cornerstone National Bank & Trust Co
UNCHANGED1,6501,65000%$414.2K$428.9K+$14.6K2026-10-20
Compass Financial Group, Inc
INCREASED1,6481,429+219+15%$359.5K$431.1K+$71.6K2026-10-13
Vawter Financial, Ltd.
UNCHANGED1,6471,64700%$414.5K$430.8K+$16.4K2026-11-10
Dhjj Financial Advisors, Ltd.
UNCHANGED1,6381,63800%$412.1K$428.4K+$16.3K2026-10-23
Taylor Financial Group, Inc.
INCREASED1,6301,485+145+10%$373.7K$426.4K+$52.7K2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED1,6301,63000%$410.2K$426.4K+$16.2K2026-10-15
Expressive Wealth LLC
DECREASED1,6251,722-97-6%$433.3K$425.1K-$8.2K2026-11-09
Unified Investment Management
UNCHANGED1,6221,62200%$408.2K$424.3K+$16.1K2026-10-14
Arkansas Financial Group, Inc.
DECREASED1,6161,733-117-7%$436.0K$422.7K-$13.4K2026-10-26
Lord & Richards Wealth Management, LLC
NEW1,613—+1,613——$421.9K—2026-10-14
CLG LLC
DECREASED1,6102,971-1,361-46%$747.7K$421.1K-$326.6K2026-10-13
Capital Investment Counsel, Inc
UNCHANGED1,6101,61000%$405.1K$421.2K+$16.0K2026-10-20
Glass Wealth Management Co LLC
DECREASED1,6071,618-11-1%$407.1K$420.3K+$13.2K2026-10-28
Bridgelight Financial Advisors, Inc.
INCREASED1,6061,596+10+1%$401.6K$420.2K+$18.6K2026-10-20
Richardson Financial Services Inc.
INCREASED1,6051,179+426+36%$296.7K$419.9K+$123.2K2026-10-30
Old Port Advisors
INCREASED1,6041,528+76+5%$384.5K$419.7K+$35.1K2026-10-23
Life Planning Partners, Inc
UNCHANGED1,6031,60300%$403.4K$419.3K+$16.0K2026-10-28
Creative Capital Management Investments LLC
INCREASED1,6021,492+110+7%$375.5K$419.1K+$43.6K2026-10-28
Rede Wealth, LLC
DECREASED1,6021,667-65-4%$419.5K$419.2K-$3652026-10-22
Quintet Private Bank (Europe) S.A.
UNCHANGED1,6001,60000%$402.6K$418.5K+$15.9K2026-10-08
Cornerstone Planning Group LLC
DECREASED1,5901,687-97-6%$427.3K$439.6K+$12.3K2026-10-16
Gill Capital Partners, LLC
UNCHANGED1,5901,59000%$400.1K$415.9K+$15.8K2026-10-13
Kessler Investment Group, LLC
DECREASED1,5791,586-70%$399.1K$413.1K+$14.0K2026-10-08
Aurora Private Wealth, Inc.
INCREASED1,5751,341+234+17%$337.0K$412.0K+$75.0K2026-10-20
Eurizon SLJ Capital Ltd
DECREASED1,5751,808-233-13%$455.0K$412.0K-$43.0K2026-11-06
Lakeshore Financial Planning, Inc.
INCREASED1,5721,374+198+14%$346.1K$411.0K+$64.9K2026-10-13
Ted Buchan & Co
DECREASED1,5681,587-19-1%$399.4K$410.2K+$10.8K2026-10-23
Family Legacy Financial Solutions, LLC
INCREASED1,5681,567+1+0%$394.4K$410.2K+$15.7K2026-10-07
FF Advisors,LLC
UNCHANGED1,5671,56700%$394.3K$409.9K+$15.6K2026-10-21
tru Independence LLC
DECREASED1,5661,648-82-5%$414.8K$409.7K-$5.1K2026-10-20
Private Wealth Management Group, LLC
INCREASED1,5621,170+392+34%$294.5K$408.5K+$114.0K2026-10-19
Ti-Trust, Inc
INCREASED1,5621,553+9+1%$390.8K$408.6K+$17.8K2026-10-21
Omnitrust Wealth Management, Inc
NEW1,559—+1,559——$407.8K—2026-11-02
Kelly Financial Services LLC
INCREASED1,5591,549+10+1%$389.9K$407.9K+$18.1K2026-10-20
Wellington Grp LLC
INCREASED1,5581,507+51+3%$379.2K$407.6K+$28.3K2026-11-06
Cogent Private Wealth, Inc.
INCREASED1,5571,528+29+2%$384.5K$407.3K+$22.8K2026-11-06
Cherrydale Wealth Management, LLC
UNCHANGED1,5571,55700%$391.8K$407.3K+$15.5K2026-10-20
Signature Equity Partners, LLC
INCREASED1,5531,310+243+19%$329.6K$406.2K+$76.6K2026-10-29
Kieckhefer Group LLC
DECREASED1,5501,700-150-9%$427.8K$405.5K-$22.3K2026-10-13
Cathy Pareto & Associates, Inc
INCREASED1,5481,534+14+1%$386.4K$405.2K+$18.9K2026-10-15
Private Wealth Group, LLC
UNCHANGED1,5481,54800%$389.6K$405.1K+$15.4K2026-10-19
ERn Financial, LLC
INCREASED1,5451,463+82+6%$368.1K$404.1K+$36.0K2026-10-28
GreatBanc Trust Co
DECREASED1,5451,625-80-5%$408.9K$404.2K-$4.8K2026-11-04
Integral Investment Advisors, Inc.
UNCHANGED1,5451,54500%$388.7K$404.0K+$15.4K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED1,5311,376+155+11%$346.3K$400.6K+$54.3K2026-10-20
Townsend Asset Management Corp
INCREASED1,5291,065+464+44%$268.0K$400.1K+$132.0K2026-10-29
Plan Group Financial, LLC
INCREASED1,5261,491+35+2%$375.2K$441.2K+$66.0K2026-10-22
Buck Wealth Strategies, LLC
DECREASED1,5251,587-62-4%$399.4K$399.0K-$3662026-10-28
Gilliland Jeter Wealth Management LLC
UNCHANGED1,5251,52500%$383.8K$399.0K+$15.2K2026-10-28
FDx Advisors, Inc.
DECREASED1,5191,988-469-24%$500.0K$397.0K-$103.0K2026-11-09
Providence First Trust Co
NEW1,516—+1,516——$396.6K—2026-11-02
Wilkerson Advisory Group LLC
DECREASED1,5151,624-109-7%$408.7K$396.3K-$12.4K2026-10-20
Security Financial Services, Inc.
INCREASED1,5101,498+12+1%$377.0K$395.0K+$18.0K2026-10-29
Boomfish Wealth Group, LLC
INCREASED1,5081,443+65+5%$363.1K$394.5K+$31.4K2026-10-22
Vectors Research Management, LLC
UNCHANGED1,5051,50500%$378.7K$393.7K+$15.0K2026-11-09
Wealth Preservation Advisors, LLC
NEW1,503—+1,503——$393.2K—2026-11-05
Marks Group Wealth Management, Inc
UNCHANGED1,5011,50100%$377.7K$392.6K+$14.9K2026-11-05
Strategic Planning Group, LLC
NEW1,499—+1,499——$392.3K—2026-10-22
D.B. Root & Company, LLC
INCREASED1,4991,411+88+6%$355.1K$392.1K+$37.1K2026-11-04
Delta Wealth Advisors LLC
UNCHANGED1,4871,48700%$374.2K$389.0K+$14.8K2026-10-09
Global Wealth Strategies & Associates
INCREASED1,4861,329+157+12%$334.4K$388.8K+$54.4K2026-10-02
Conservest Capital Advisors, Inc.
INCREASED1,4811,387+94+7%$348.9K$387.3K+$38.4K2026-11-09
Willow Creek Wealth Management Inc.
INCREASED1,4801,427+53+4%$359.1K$387.2K+$28.1K2026-10-26
Intelligence Driven Advisers, LLC
INCREASED1,4771,199+278+23%$301.7K$386.4K+$84.7K2026-10-09
Cape Investment Advisory, Inc.
INCREASED1,4761,417+59+4%$356.6K$386.1K+$29.4K2026-10-13
Waystone Advisors LLC
UNCHANGED1,4731,47300%$370.7K$370.7K$02026-10-16
AdviceOne Advisory Services, LLC
DECREASED1,4721,475-30%$371.1K$385.1K+$14.1K2026-10-19
BridgePort Financial Solutions, LLC
INCREASED1,4631,023+440+43%$257.4K$382.7K+$125.3K2026-11-02
Tucker Asset Management LLC
DECREASED1,4631,490-27-2%$374.9K$382.6K+$7.7K2026-10-29
Gradient Capital Advisors, LLC
INCREASED1,4621,411+51+4%$355.1K$382.5K+$27.5K2026-10-21
Allegiance Financial Group Advisory Services LLC
NEW1,461—+1,461——$382.2K—2026-11-02
4Wealth Advisors, Inc.
DECREASED1,4593,256-1,797-55%$828.0K$384.3K-$443.7K2026-10-13
Aspen Wealth Management LLC
DECREASED1,4541,456-20%$366.4K$380.4K+$14.0K2026-10-14
Maltin Wealth Management, Inc.
INCREASED1,4531,449+4+0%$364.6K$380.1K+$15.5K2026-10-13
Paladin Wealth, LLC
INCREASED1,452844+608+72%$212.4K$379.8K+$167.4K2026-10-23
Three Magnolias Financial Advisors, LLC
DECREASED1,4521,515-63-4%$374.8K$379.8K+$5.0K2026-10-14
Abound Wealth Management
INCREASED1,4511,408+43+3%$354.2K$379.6K+$25.5K2026-10-26
Redwood Financial Network Corp
INCREASED1,4501,447+3+0%$364.2K$379.3K+$15.1K2026-11-03
Fifth Third Securities, Inc.
NEW1,448—+1,448——$378.8K—2026-10-21
Payne Capital Management, LLC
INCREASED1,4471,372+75+5%$345.3K$376.4K+$31.1K2026-11-09
Quest 10 Wealth Builders, Inc.
INCREASED1,4381,355+83+6%$340.9K$376.3K+$35.4K2026-11-02
Elevated Financial Group LLC
DECREASED1,4381,461-23-2%$367.7K$376.2K+$8.5K2026-10-16
waypoint wealth counsel
DECREASED1,4371,460-23-2%$367.5K$376.0K+$8.5K2026-10-22
Farrell Financial LLC
INCREASED1,4371,435+2+0%$361.0K$376.0K+$14.9K2026-10-16
Accelerate Investment Advisors LLC
DECREASED1,4361,717-281-16%$432.2K$375.6K-$56.5K2026-11-02
Great Waters Wealth Management
DECREASED1,4361,443-70%$363.1K$375.7K+$12.6K2026-10-07
Kingdom Financial Group Llc.
DECREASED1,4351,821-386-21%$458.1K$375.4K-$82.7K2026-11-04
Stevens Capital Partners
INCREASED1,4271,024+403+39%$257.7K$373.2K+$115.5K2026-10-29
Clear Wave Wealth Management LLC
INCREASED1,4261,350+76+6%$339.7K$373.0K+$33.3K2026-11-04
Evolution Wealth Advisors, LLC
DECREASED1,4241,495-71-5%$376.2K$372.4K-$3.8K2026-11-03
Eagle Wealth Advisors LLC
INCREASED1,4211,315+106+8%$330.9K$371.7K+$40.8K2026-10-20
Braun-Bostich & Associates Inc.
INCREASED1,4211,405+16+1%$353.6K$371.7K+$18.2K2026-10-20
Cabot Wealth Management Inc
INCREASED1,4191,405+14+1%$353.6K$371.2K+$17.6K2026-11-05
Carbahal Olsen Financial Services Group, LLC
UNCHANGED1,4171,41700%$356.6K$370.7K+$14.1K2026-11-05
Alpha Advisors, LLC
INCREASED1,4141,412+2+0%$355.3K$369.9K+$14.6K2026-10-19
Trace Wealth Advisors, LLC
DECREASED1,4131,575-162-10%$396.3K$369.6K-$26.7K2026-10-30
HFR Wealth Management, LLC
UNCHANGED1,4131,41300%$355.6K$369.6K+$14.1K2026-11-09
Kwmg, LLC
INCREASED1,4091,397+12+1%$351.5K$368.6K+$17.0K2026-10-07
Websterrogers Financial Advisors, LLC
DECREASED1,4081,433-25-2%$360.8K$368.3K+$7.5K2026-11-02
Teza Capital Management LLC
DECREASED1,4071,583-176-11%$398.3K$368.1K-$30.3K2026-10-23
Invariant Investment Management
INCREASED1,4061,396+10+1%$355.7K$369.5K+$13.8K2026-10-08
FWG Investments, Llc.
INCREASED1,4051,392+13+1%$350.4K$367.5K+$17.1K2026-11-03
Burton Enright Welch
DECREASED1,4031,452-49-3%$365.4K$367.0K+$1.6K2026-11-04
Boyce & Associates Wealth Consulting, Inc.
INCREASED1,3961,395+1+0%$350.9K$365.1K+$14.2K2026-10-14
Louisbourg Investments Inc.
UNCHANGED1,3951,39500%$351.0K$364.9K+$13.9K2026-10-20
Sage Financial Management Group, Inc.
UNCHANGED1,3931,39300%$350.5K$364.4K+$13.9K2026-11-06
Benin Management Corp
UNCHANGED1,3851,38500%$348.5K$362.3K+$13.8K2026-10-22
Prospera Capital Management, LLC
NEW1,384—+1,384——$362.0K—2026-10-19
Seven Hills Financial, LLC
NEW1,381—+1,381——$361.4K—2026-10-13
Arlington Capital Management Inc
UNCHANGED1,3801,38000%$347.3K$361.0K+$13.7K2026-10-30
Sutton Place Investors LLC
INCREASED1,3791,191+188+16%$299.7K$360.7K+$61.0K2026-10-20
4J Wealth Management LLC
UNCHANGED1,3771,37700%$346.5K$360.2K+$13.7K2026-11-02
Vilga Financial Planning LLC
INCREASED1,3761,321+55+4%$332.4K$359.9K+$27.5K2026-10-09
Prota Financial, LLC
DECREASED1,3761,398-22-2%$351.0K$357.7K+$6.7K2026-10-08
Sterling Financial Planning, Inc.
DECREASED1,3701,389-19-1%$349.5K$358.4K+$8.9K2026-10-28
Pincus Capital Management, LP
UNCHANGED1,3681,36800%$344.2K$357.9K+$13.6K2026-11-09
Garner Asset Management Corp
DECREASED1,3651,384-19-1%$348.3K$391.4K+$43.2K2026-10-30
Redw Wealth LLC
INCREASED1,3641,362+2+0%$342.7K$356.8K+$14.1K2026-11-02
Wolverine Asset Management LLC
NEW1,360—+1,360——$355.8K—2026-11-02
Cpwa, LLC
INCREASED1,3511,349+2+0%$339.5K$379.7K+$40.2K2026-11-04
Genesis Private Wealth, LLC
DECREASED1,3482,224-876-39%$559.6K$352.5K-$207.0K2026-11-02
Dala Group, LLC
INCREASED1,3481,338+10+1%$336.7K$352.6K+$15.9K2026-10-29
Granville Capital, Inc.
INCREASED1,3451,192+153+13%$300.0K$351.8K+$51.8K2026-11-05
Laraway Financial Advisors Inc
DECREASED1,3431,491-148-10%$375.2K$351.3K-$23.8K2026-11-09
SBK Financial, Inc.
DECREASED1,3421,389-47-3%$349.5K$351.1K+$1.5K2026-11-02
Howard Bailey Securities, LLC
DECREASED1,3411,407-66-5%$354.1K$350.8K-$3.3K2026-10-27
Long Island Wealth Management, Inc.
INCREASED1,3401,184+156+13%$298.0K$350.6K+$52.6K2026-10-20
Members Wealth LLC
INCREASED1,3371,177+160+14%$296.3K$362.8K+$66.5K2026-10-20
Capstone Wealth Management, LLC
INCREASED1,3361,330+6+0%$334.7K$349.6K+$14.8K2026-11-02
Argent Capital Management LLC
DECREASED1,3351,685-350-21%$424.0K$349.2K-$74.8K2026-10-05
Rooted Wealth Advisors, Inc.
UNCHANGED1,3351,33500%$335.9K$335.9K$02026-11-03
Retirement Income Solutions, Inc
UNCHANGED1,3341,33400%$335.7K$349.0K+$13.3K2026-11-10
Country Trust Bank
DECREASED1,3321,355-23-2%$341.0K$348.4K+$7.5K2026-10-30
Foundation Wealth Management, LLC
INCREASED1,3311,124+207+18%$282.8K$348.3K+$65.5K2026-10-22
SC&H Financial Advisors, Inc.
UNCHANGED1,3271,32700%$334.0K$347.3K+$13.2K2026-10-14
Alta Capital Management LLC/
INCREASED1,3261,261+65+5%$317.3K$346.9K+$29.6K2026-10-26
Canton Hathaway, LLC
UNCHANGED1,3261,32600%$333.7K$346.9K+$13.2K2026-10-23
Centennial Bank
DECREASED1,3201,481-161-11%$372.7K$345.3K-$27.4K2026-11-09
Cypress Financial Planning LLC
INCREASED1,3201,318+2+0%$331.6K$345.4K+$13.8K2026-10-09
Archvest Wealth Advisors, Inc.
INCREASED1,3171,273+44+3%$320.2K$344.6K+$24.4K2026-10-29
Partners in Financial Planning
UNCHANGED1,3171,31700%$331.4K$344.5K+$13.1K2026-11-06
Selective Wealth Management, Inc.
INCREASED1,315857+458+53%$218.0K$372.7K+$154.7K2026-10-16
Lexington Hill Partners, LLC
INCREASED1,3141,288+26+2%$324.0K$343.7K+$19.6K2026-10-13
White Pine Investment Co
DECREASED1,3121,315-30%$331.0K$343.0K+$12.0K2026-10-15
Weaver Consulting Group
INCREASED1,3111,228+83+7%$309.1K$343.0K+$33.9K2026-10-07
Kennon-Green & Company, LLC
DECREASED1,3111,351-40-3%$340.0K$342.9K+$3.0K2026-10-05
Proathlete Wealth Management LLC
INCREASED1,310984+326+33%$247.7K$342.8K+$95.1K2026-10-15
jvl associates llc
INCREASED1,3101,180+130+11%$297.0K$342.7K+$45.7K2026-10-09
Cannon Advisors, Inc.
DECREASED1,3101,343-33-2%$328.7K$359.4K+$30.7K2026-10-14
Insight Inv LLC
DECREASED1,3101,328-18-1%$334.2K$342.7K+$8.5K2026-10-27
Baron Financial Group, LLC
UNCHANGED1,3091,30900%$329.4K$342.4K+$13.0K2026-10-09
Ballast Rock Private Wealth LLC
UNCHANGED1,3081,30800%$329.0K$342.1K+$13.0K2026-10-26
Petros Family Wealth, LLC
INCREASED1,3071,295+12+1%$325.8K$341.9K+$16.0K2026-10-28
Barnes Wealth Management Group, Inc
DECREASED1,3051,355-50-4%$341.1K$341.3K+$2102026-11-09
Daviman Financial, LLC
DECREASED1,2991,327-28-2%$334.0K$339.9K+$5.8K2026-11-06
Wernau Asset Management Inc.
INCREASED1,2981,283+15+1%$322.9K$339.5K+$16.7K2026-10-19
Roberts Wealth Advisors, LLC
INCREASED1,2971,294+3+0%$325.6K$339.3K+$13.7K2026-10-14
LFA - Lugano Financial Advisors SA
UNCHANGED1,2951,29500%$325.9K$338.8K+$12.9K2026-11-03
Towne Trust Company, N.a
INCREASED1,2931,193+100+8%$300.2K$338.2K+$38.0K2026-10-28
Barings LLC
NEW1,291—+1,291——$337.7K—2026-10-22
Outlook Wealth Advisors, LLC
DECREASED1,2911,301-10-1%$327.4K$337.7K+$10.3K2026-10-28
Centerpoint Advisors, LLC
INCREASED1,2901,182+108+9%$297.0K$337.0K+$40.0K2026-11-05
Rainey & Randall Wealth Advisors Inc.
INCREASED1,2871,236+51+4%$311.0K$336.8K+$25.7K2026-10-26
Formulate Financial LLC
UNCHANGED1,2871,28700%$323.9K$336.7K+$12.8K2026-11-09
SLT Holdings LLC
DECREASED1,2854,609-3,324-72%$1.2M$336.1K-$823.7K2026-10-15
Wealth Quarterback LLC
INCREASED1,2841,261+23+2%$317.4K$335.8K+$18.4K2026-10-20
Johnson Wealth Management, LLC
DECREASED1,2821,294-12-1%$325.6K$335.4K+$9.7K2026-11-09
Mcrae Capital Management Inc
UNCHANGED1,2751,27500%$320.8K$333.5K+$12.7K2026-10-15
Francis Financial, Inc.
INCREASED1,2741,119+155+14%$281.6K$333.3K+$51.7K2026-11-09
Leeward Financial Partners, LLC
UNCHANGED1,2711,27100%$319.8K$332.5K+$12.6K2026-10-23
Friedenthal Financial
INCREASED1,2701,261+9+1%$317.3K$332.2K+$14.8K2026-10-27
Costello Asset Management, Inc
INCREASED1,2701,269+1+0%$319.3K$332.1K+$12.8K2026-10-30
Kercheville Advisors, LLC
DECREASED1,2691,416-147-10%$356.4K$331.8K-$24.6K2026-10-19
Eagle Wealth Strategies LLC
INCREASED1,2641,242+22+2%$312.6K$330.6K+$18.0K2026-10-20
SilverOak Wealth Management LLC
DECREASED1,2641,274-10-1%$320.6K$330.7K+$10.1K2026-10-29
Whitegate Investment Counselors, Inc.
INCREASED1,2621,261+1+0%$317.4K$330.1K+$12.7K2026-11-02
Market Street Wealth Management Advisors LLC
INCREASED1,2581,131+127+11%$284.6K$329.1K+$44.5K2026-10-09
Heritage OAK Wealth Advisors LLC
DECREASED1,2581,365-107-8%$343.5K$329.2K-$14.4K2026-10-14
Client 1ST Advisory Group, LLC
DECREASED1,2581,264-60%$318.1K$329.1K+$11.0K2026-10-19
SeedSafe Financial LLC
UNCHANGED1,2561,25600%$316.1K$328.6K+$12.5K2026-11-02
Smart Wealth LLC
INCREASED1,2551,180+75+6%$296.9K$328.3K+$31.4K2026-11-04
Kirr Marbach & Co LLC
UNCHANGED1,2551,25500%$315.8K$328.3K+$12.5K2026-10-20
Steph & Co
UNCHANGED1,2501,25000%$314.6K$327.0K+$12.4K2026-10-07
New England Professional Planning Group Inc.
UNCHANGED1,2501,25000%$314.6K$327.0K+$12.4K2026-10-29
Compass Financial Services Inc
INCREASED1,2491,242+7+1%$312.6K$326.8K+$14.3K2026-11-06
Bridgewealth Advisory Group, LLC
INCREASED1,2481,176+72+6%$295.9K$326.5K+$30.6K2026-11-09
Bluedoor Private Wealth, LLC
INCREASED1,2471,143+104+9%$287.5K$326.2K+$38.7K2026-11-05
Sard Wealth Management Group, LLC
INCREASED1,2431,231+12+1%$309.9K$325.0K+$15.2K2026-10-16
Purus Wealth Management, LLC
DECREASED1,2401,247-7-1%$313.9K$324.4K+$10.5K2026-10-15
B.O.S.S. Retirement Advisors, LLC
DECREASED1,2371,427-190-13%$359.0K$323.6K-$35.4K2026-10-26
Emprise Bank
DECREASED1,2371,373-136-10%$345.5K$323.6K-$21.9K2026-10-07
Powers Advisory Group, LLC
INCREASED1,2361,206+30+2%$303.6K$323.4K+$19.8K2026-10-14
Chronos Wealth Management, LLC
UNCHANGED1,2361,23600%$311.0K$323.3K+$12.3K2026-10-20
Western Financial Corp
UNCHANGED1,2351,23500%$310.7K$323.1K+$12.4K2026-10-14
Robinson Smith Wealth Advisors LLC
INCREASED1,2341,145+89+8%$288.1K$322.8K+$34.7K2026-10-22
NIA Impact Advisors, LLC
DECREASED1,2321,251-19-2%$314.7K$322.3K+$7.6K2026-11-04
Mountain Capital Investment Advisors Inc.
INCREASED1,2301,214+16+1%$305.5K$321.7K+$16.2K2026-11-06
Tortoise Investment Management, LLC
INCREASED1,2291,128+101+9%$284.0K$321.5K+$37.5K2026-11-06
Key Capital Management, Inc
INCREASED1,228283+945+334%$71.2K$344.3K+$273.0K2026-11-03
NBZ Investment Advisors LLC
UNCHANGED1,2281,22800%$309.0K$321.2K+$12.2K2026-10-30
Palatine Hill Wealth Management, LLC
INCREASED1,2251,207+18+1%$303.7K$320.4K+$16.7K2026-11-03
Carmel Capital Partners, LLC
INCREASED1,2251,210+15+1%$304.5K$320.4K+$16.0K2026-11-03
Intentional Wealth Strategies, LLC
INCREASED1,2251,218+7+1%$306.5K$320.4K+$14.0K2026-11-09
Pioneer Family Office, LLC
UNCHANGED1,2211,22100%$307.3K$319.4K+$12.1K2026-10-30
J.M. Arbour, LLC
DECREASED1,2201,611-391-24%$405.4K$319.1K-$86.3K2026-11-05
Southern Capital Advisors, LLC
INCREASED1,2131,211+2+0%$304.8K$317.3K+$12.5K2026-10-26
DecisionMap Wealth Management, LLC
INCREASED1,2071,170+37+3%$294.4K$315.7K+$21.3K2026-10-29
Carolina Wealth Management Inc
NEW1,206—+1,206——$315.5K—2026-10-29
5th Street Advisors, LLC
UNCHANGED1,2001,20000%$302.0K$313.9K+$11.9K2026-11-04
Mainsail Asset Management, LLC
DECREASED1,1991,512-313-21%$384.9K$319.8K-$65.1K2026-10-14
Advisory Resource Group
INCREASED1,1991,136+63+6%$285.9K$313.5K+$27.6K2026-10-26
Pillar Financial Advisors, LLC
INCREASED1,198600+598+100%$151.0K$313.4K+$162.4K2026-10-21
Castle Rock Wealth Management, LLC
DECREASED1,1981,515-317-21%$380.3K$319.6K-$60.7K2026-10-09
Fulcrum Equity Management
DECREASED1,1961,283-87-7%$322.8K$312.8K-$10.0K2026-10-21
21 West Wealth Management LLC
DECREASED1,1921,260-68-5%$317.1K$311.8K-$5.3K2026-10-13
James T. Borello RIA
INCREASED1,1921,152+40+3%$289.9K$311.8K+$21.9K2026-10-16
Encompass More Asset Management
INCREASED1,1871,118+69+6%$281.4K$310.4K+$29.0K2026-10-16
Seros Financial, LLC
INCREASED1,1841,137+47+4%$286.1K$309.7K+$23.6K2026-10-21
Gainline Financial Partners, LLC
UNCHANGED1,1841,18400%$298.0K$309.8K+$11.8K2026-10-15
Able Wealth Management LLC
DECREASED1,1801,317-137-10%$331.5K$313.5K-$18.0K2026-10-13
BKM Wealth Management, LLC
UNCHANGED1,1801,18000%$296.9K$308.7K+$11.7K2026-10-22
Sensible Money, LLC
INCREASED1,177945+232+25%$237.7K$307.8K+$70.1K2026-10-20
Helium Advisors LLC
INCREASED1,1761,168+8+1%$294.0K$307.6K+$13.6K2026-10-23
Elite Life Management LLC
INCREASED1,1731,157+16+1%$284.9K$338.1K+$53.3K2026-11-06
Traub Capital Management LLC
UNCHANGED1,1691,16900%$294.2K$305.8K+$11.6K2026-11-09
Wealthcare Capital Partners, LLC
DECREASED1,1681,184-16-1%$297.9K$305.6K+$7.7K2026-10-21
Objective Capital Management, LLC
UNCHANGED1,1621,16200%$292.4K$304.0K+$11.6K2026-10-13
Financial Harvest, LLC
DECREASED1,1611,270-109-9%$319.6K$303.7K-$15.9K2026-10-15
LVZ, Inc.
INCREASED1,1601,151+9+1%$289.7K$303.5K+$13.8K2026-10-20
Pacific Sage Partners, LLC
UNCHANGED1,1581,15800%$291.4K$302.9K+$11.5K2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
INCREASED1,1541,153+1+0%$290.2K$301.8K+$11.6K2026-10-28
OAK Ridge Investments LLC
INCREASED1,150926+224+24%$233.0K$300.8K+$67.8K2026-10-30
Cornerstone Wealth, LLC
INCREASED1,1441,037+107+10%$253.2K$326.8K+$73.6K2026-10-28
Andrews Advisory Associates, LLC
INCREASED1,1431,138+5+0%$286.5K$298.9K+$12.4K2026-10-15
Triumph Capital Management
INCREASED1,1401,121+19+2%$282.1K$298.1K+$16.0K2026-10-14
Horizon Advisory Services, Inc.
INCREASED1,1391,077+62+6%$271.0K$298.0K+$26.9K2026-10-29
Greenwood Gearhart LLC
DECREASED1,1361,277-141-11%$321.3K$297.2K-$24.2K2026-11-02
Bullock Wealth Management Group
DECREASED1,1351,239-104-8%$311.2K$295.1K-$16.0K2026-10-09
AG Asset Advisory, LLC
UNCHANGED1,1301,13000%$284.4K$295.6K+$11.2K2026-11-06
LightSquare Wealth Management, LLC
INCREASED1,1261,077+49+5%$271.0K$294.6K+$23.5K2026-11-03
Allen Wealth Management, LLC
UNCHANGED1,1251,12500%$283.1K$294.3K+$11.2K2026-10-29
Fermata Advisors, LLC
INCREASED1,124909+215+24%$228.6K$294.0K+$65.4K2026-10-13
Meridian Financial Advisors, LLC
UNCHANGED1,1221,12200%$282.4K$293.6K+$11.2K2026-10-14
Mainsail Financial Group, LLC
DECREASED1,1181,240-122-10%$312.1K$292.5K-$19.6K2026-10-23
Heritage Wealth Management, Inc. s
INCREASED1,1181,108+10+1%$278.9K$292.5K+$13.6K2026-11-06
Nearside Advisors, LLC
NEW1,117—+1,117——$292.2K—2026-10-20
Heartwood Wealth Advisors LLC
INCREASED1,1161,048+68+6%$263.7K$291.9K+$28.2K2026-10-05
Evexia Wealth LLC
INCREASED1,1161,108+8+1%$271.6K$319.9K+$48.3K2026-11-05
Advisors Management Group Inc
INCREASED1,112798+314+39%$200.0K$291.0K+$91.0K2026-11-05
Solstein Capital, LLC
UNCHANGED1,1101,11000%$279.3K$290.4K+$11.0K2026-11-02
Lotus Asset Management LLC
NEW1,108—+1,108——$289.8K—2026-10-14
Holos Integrated Wealth LLC
INCREASED1,107904+203+22%$230.2K$312.9K+$82.7K2026-10-23
Pacific Park Financial, Inc.
DECREASED1,1061,110-40%$279.3K$289.3K+$10.0K2026-10-13
Citrine Capital LLC
INCREASED1,1051,075+30+3%$270.5K$289.1K+$18.5K2026-10-14
Lakewood Asset Management LLC
INCREASED1,1051,089+16+1%$274.1K$289.0K+$15.0K2026-10-26
Foronjy Financial LLC
DECREASED1,1031,232-129-10%$309.9K$288.6K-$21.4K2026-10-14
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED1,1001,10000%$276.8K$287.7K+$10.9K2026-11-06
Mainstay Capital Management LLC
DECREASED1,0991,299-200-15%$326.9K$287.5K-$39.4K2026-11-09
Absolute Capital Management, LLC
NEW1,098—+1,098——$287.3K—2026-10-16
Eaton-Cambridge Inc.
INCREASED1,0981,050+48+5%$264.2K$287.2K+$23.0K2026-11-10
Worthington Financial Partners, LLC
UNCHANGED1,0961,09600%$275.8K$286.7K+$10.9K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED1,0951,370-275-20%$343.9K$286.4K-$57.4K2026-11-02
Master's Wealth Management Inc.
DECREASED1,0941,099-50%$276.6K$286.1K+$9.4K2026-10-22
Councilor Wealth, LLC
DECREASED1,0911,185-94-8%$298.4K$285.6K-$12.8K2026-10-09
Redwood Family Wealth LLC
DECREASED1,0911,094-30%$275.5K$285.5K+$10.0K2026-10-20
Riverwater Partners LLC
INCREASED1,0901,039+51+5%$261.5K$285.1K+$23.7K2026-11-03
Evergreen Private Wealth LLC
INCREASED1,0901,055+35+3%$265.5K$285.2K+$19.7K2026-10-30
Belleair Asset Management, LLC
UNCHANGED1,0831,08300%$272.5K$283.3K+$10.8K2026-11-03
Terril Brothers, Inc.
UNCHANGED1,0821,08200%$272.3K$283.0K+$10.8K2026-11-06
Virtue Asset Management LLC
DECREASED1,0811,091-10-1%$274.5K$282.8K+$8.2K2026-10-21
N10 Wealth, LLC
NEW1,080—+1,080——$282.5K—2026-10-14
Wiser Wealth Management, Inc
INCREASED1,0781,000+78+8%$251.6K$282.0K+$30.4K2026-10-14
Drum Hill Capital, LLC
UNCHANGED1,0771,07700%$271.0K$281.7K+$10.7K2026-10-20
WMG Financial Advisors, LLC
UNCHANGED1,0761,07600%$270.8K$270.8K$02026-10-28
Midwest Financial Group LLC
INCREASED1,0751,074+1+0%$270.2K$281.2K+$11.1K2026-10-15
Smith & Howard Wealth Management, LLC
INCREASED1,072937+135+14%$235.8K$280.5K+$44.8K2026-10-27
Hutchinson Capital Management
INCREASED1,071842+229+27%$212.0K$280.3K+$68.3K2026-11-09
Intesa Sanpaolo Wealth Management
UNCHANGED1,0691,06900%$269.0K$279.6K+$10.6K2026-10-28
Capital Square, LLC
INCREASED1,0661,056+10+1%$262.0K$279.1K+$17.0K2026-10-19
Entrust Financial LLC
UNCHANGED1,0661,06600%$268.2K$278.8K+$10.6K2026-11-04
Storen Legacy Partners, LLC
DECREASED1,0621,119-57-5%$281.6K$277.8K-$3.8K2026-11-09
Howard Wealth Management, LLC
DECREASED1,0621,064-20%$268.0K$278.0K+$10.1K2026-10-28
Marotta Asset Management
UNCHANGED1,0601,06000%$266.1K$277.3K+$11.2K2026-10-02
Sound Financial Strategies Group, LLC
INCREASED1,059884+175+20%$222.4K$277.0K+$54.6K2026-10-30
Shelter Rock Management, LLC
UNCHANGED1,0581,05800%$266.2K$275.4K+$9.2K2026-10-09
Catalyst Investment Management LLC
UNCHANGED1,0581,05800%$266.2K$276.8K+$10.5K2026-10-21
Harbor Group, Inc.
DECREASED1,0551,276-221-17%$321.0K$276.1K-$44.9K2026-10-14
Squire Investment Management Company, LLC
DECREASED1,0551,057-20%$266.1K$276.0K+$9.9K2026-11-03
Hoge Financial Services, LLC
INCREASED1,0541,038+16+2%$261.1K$275.6K+$14.5K2026-11-05
WealthSpring Partners, LLC
DECREASED1,0531,093-40-4%$275.2K$275.4K+$1892026-10-14
Riggs Asset Managment Co. Inc.
INCREASED1,0521,026+26+3%$258.2K$275.2K+$17.0K2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED1,0501,070-20-2%$269.3K$274.7K+$5.4K2026-10-16
Fiduciary Financial Group, LLC
INCREASED1,049995+54+5%$250.3K$274.3K+$24.1K2026-10-13
Trinity Financial Advisors LLC
DECREASED1,0491,071-22-2%$269.4K$274.4K+$5.0K2026-10-09
Wescott Financial Advisory Group, LLC
INCREASED1,048811+237+29%$204.0K$274.1K+$70.1K2026-11-09
Keystone Financial Group, Inc.
INCREASED1,0481,045+3+0%$262.9K$274.1K+$11.2K2026-10-13
New Perspectives, Inc
UNCHANGED1,0411,04100%$261.9K$272.2K+$10.4K2026-10-14
marrick wealth, LLC
INCREASED1,0371,028+9+1%$258.7K$271.3K+$12.6K2026-10-20
Barry Investment Advisors, LLC
UNCHANGED1,0361,03600%$260.8K$271.1K+$10.4K2026-10-14
Kinetic Wealth Investment Advisors LLC
DECREASED1,0331,184-151-13%$298.1K$270.1K-$27.9K2026-11-10
DeLarme Wealth Management, Inc.
NEW1,031—+1,031——$269.7K—2026-10-30
Willis Investment Counsel
INCREASED1,0311,024+7+1%$257.7K$269.7K+$12.0K2026-10-20
Shepherd Street Advisors LLC
UNCHANGED1,0271,02700%$250.7K$283.9K+$33.2K2026-10-21
Verisail Partners, LLC
DECREASED1,0261,202-176-15%$302.5K$268.4K-$34.1K2026-10-19
Capital Management Corp
UNCHANGED1,0261,02600%$258.2K$268.4K+$10.2K2026-10-29
Eubel Brady & Suttman Asset Management Inc
DECREASED1,0231,530-507-33%$385.0K$268.0K-$117.0K2026-11-04
Mills Wealth Advisors LLC
UNCHANGED1,0231,02300%$257.4K$267.6K+$10.2K2026-10-22
Tower Trust & Investment Co
UNCHANGED1,0201,02000%$256.7K$266.8K+$10.1K2026-10-28
Yoffe Investment Management, LLC
UNCHANGED1,0181,01800%$256.2K$266.3K+$10.1K2026-11-02
Atlas Wealth Partners, LLC
UNCHANGED1,0181,01800%$256.2K$266.3K+$10.1K2026-11-03
Lincoln Capital LLC
DECREASED1,0151,047-32-3%$263.5K$265.7K+$2.2K2026-10-09
Virtus Advisers, LLC
DECREASED1,0121,056-44-4%$265.7K$264.7K-$1.0K2026-11-09
Planning Strategies Inc.
INCREASED1,0101,001+9+1%$251.9K$264.2K+$12.3K2026-10-02
BNC Wealth Management, LLC
DECREASED1,0081,055-47-4%$265.4K$263.7K-$1.7K2026-10-19
Hutchens & Kramer Investment Management Group, LLC
INCREASED1,008985+23+2%$247.8K$263.8K+$16.0K2026-10-16
Legacy Wealth Management, LLC / MS
DECREASED1,0081,014-6-1%$255.1K$263.7K+$8.7K2026-10-30
University of Texas S AM Investment Management Co
DECREASED1,0061,204-198-16%$303.0K$263.2K-$39.8K2026-11-03
Retirement Guys Formula LLC
DECREASED1,0041,061-57-5%$266.9K$262.7K-$4.2K2026-10-26
RMG Wealth Management LLC
UNCHANGED1,0011,00100%$248.9K$284.6K+$35.7K2026-10-26
Artesa Financial Group, LLC
UNCHANGED1,0001,00000%$251.6K$261.6K+$10.0K2026-10-29
Astra Wealth Partners LLC
INCREASED996932+64+7%$234.5K$260.5K+$26.0K2026-11-06
Copper Harbor Investment Advisors, LLC
UNCHANGED99699600%$250.6K$260.5K+$9.9K2026-10-16
Tactive Advisors, LLC
NEW993—+993——$259.8K—2026-10-08
Capstone Wealth Management Group, LLC
DECREASED9932,545-1,552-61%$640.4K$229.8K-$410.6K2026-11-05
Security National Bank
DECREASED9931,182-189-16%$297.4K$259.8K-$37.7K2026-10-26
Ares Financial Consulting, LLC
INCREASED993980+13+1%$246.6K$259.8K+$13.3K2026-10-19
Compass Planning Associates Inc
NEW991—+991——$259.2K—2026-10-13
WBI Investments, LLC
DECREASED991993-20%$249.9K$259.3K+$9.3K2026-11-05
Gray Private Wealth, LLC
UNCHANGED99199100%$249.4K$259.2K+$9.9K2026-10-28
Box Hill Private Wealth LLC
DECREASED990993-30%$249.9K$258.8K+$8.9K2026-10-05
Fairman Group, LLC
INCREASED987986+1+0%$248.2K$258.2K+$9.9K2026-10-26
Charter Capital Management, Llc\de
INCREASED987986+1+0%$248.0K$258.1K+$10.1K2026-10-28
KG Capital Management
NEW986—+986——$257.9K—2026-10-15
Midwest Financial Partners Investments, Inc.
DECREASED9861,136-150-13%$285.9K$257.9K-$27.9K2026-10-08
Kaydan Wealth Management, Inc.
DECREASED9851,177-192-16%$296.3K$257.9K-$38.4K2026-10-08
Elevation Wealth Management LLC
INCREASED984893+91+10%$224.7K$257.4K+$32.7K2026-11-02
Morling Financial Advisors, LLC
UNCHANGED98498400%$247.6K$257.4K+$9.8K2026-10-28
Peak Financial Management, Inc.
UNCHANGED98198100%$246.9K$256.7K+$9.8K2026-10-16
Buckhead Capital Management LLC
NEW979—+979——$256.1K—2026-11-03
Bull Harbor Capital LLC
INCREASED978897+81+9%$225.7K$255.8K+$30.1K2026-11-10
Quaker Wealth Management, LLC
INCREASED976969+7+1%$243.9K$255.2K+$11.3K2026-10-22
Hickory Point Bank & Trust
UNCHANGED97497400%$245.1K$254.8K+$9.7K2026-10-01
Cairn Investment Group, Inc.
UNCHANGED97397300%$245.0K$255.0K+$10.0K2026-11-04
Park Capital Management, LLC / WI
DECREASED9711,046-75-7%$263.1K$254.1K-$9.0K2026-10-13
Global Strategic Investment Solutions, LLC
UNCHANGED97197100%$244.3K$254.0K+$9.7K2026-10-16
Martel Wealth Advisors LLC
UNCHANGED96796700%$243.3K$253.0K+$9.6K2026-10-14
Yoder Wealth Management, Inc.
INCREASED965960+5+1%$241.6K$252.4K+$10.9K2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED96396300%$242.3K$251.9K+$9.6K2026-10-15
PMG Family Office LLC
INCREASED960938+22+2%$236.0K$251.1K+$15.1K2026-10-19
Intergy Private Wealth, LLC
INCREASED956861+95+11%$216.7K$250.1K+$33.4K2026-10-16
Firestone Capital Management
DECREASED955973-18-2%$244.8K$249.8K+$5.0K2026-11-03
Idaho Trust Co
INCREASED954927+27+3%$233.3K$249.5K+$16.3K2026-11-04
First Financial Group Corp
INCREASED954946+8+1%$238.3K$249.7K+$11.4K2026-10-22
High Probability Advisors, LLC
UNCHANGED95495400%$240.1K$249.6K+$9.5K2026-10-19
Tableaux LLC
NEW952—+952——$249.0K—2026-10-23
RBA Wealth Management, LLC
NEW949—+949——$248.2K—2026-10-28
Wealthedge Investment Advisors, LLC
INCREASED949944+5+1%$237.8K$248.5K+$10.7K2026-11-10
Milestone Asset Management Group, LLC
NEW948—+948——$247.9K—2026-10-20
Prospect Financial Group LLC
DECREASED9481,139-191-17%$286.6K$248.0K-$38.6K2026-11-05
Foundation Wealth Management, Llc\pa
INCREASED948925+23+2%$232.8K$248.0K+$15.2K2026-10-14
Broadway Wealth Solutions, Inc.
DECREASED945971-26-3%$244.3K$247.2K+$2.9K2026-10-21
MMA Asset Management LLC
UNCHANGED94494400%$237.5K$246.9K+$9.4K2026-11-02
Theory Financial LLC
UNCHANGED94494400%$237.5K$247.0K+$9.4K2026-11-09
TSA Wealth Managment LLC
INCREASED942926+16+2%$233.0K$246.4K+$13.4K2026-10-22
Stewardship Advisors, LLC
INCREASED942931+11+1%$234.3K$246.4K+$12.1K2026-10-20
Schorn Wealth LLC
INCREASED942939+3+0%$236.4K$246.4K+$10.1K2026-10-14
Veratis Advisors, Inc.
DECREASED941947-6-1%$238.4K$246.3K+$7.9K2026-11-03
Peirce Capital Management, LLC
INCREASED940873+67+8%$219.8K$246.0K+$26.2K2026-10-19
Ellsworth Advisors, LLC
NEW938—+938——$245.4K—2026-10-15
Financial Futures Ltd Liability Co.
DECREASED938971-33-3%$244.4K$245.4K+$1.0K2026-10-13
AMI Investment Management Inc
NEW937—+937——$245.1K—2026-10-27
Pacific Center for Financial Services
UNCHANGED93593500%$235.3K$244.6K+$9.3K2026-10-15
Keating Investment Counselors Inc
UNCHANGED93593500%$235.3K$244.6K+$9.3K2026-10-14
Portfolio Strategies, Inc.
UNCHANGED93493400%$235.0K$244.3K+$9.3K2026-11-06
Kraft, Davis & Associates, LLC
DECREASED933944-11-1%$239.4K$264.3K+$24.8K2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED930896+34+4%$234.7K$259.5K+$24.9K2026-10-19
Wetzel Investment Advisors, Inc.
DECREASED930958-28-3%$241.1K$243.3K+$2.2K2026-10-13
Wrenne Financial Planning LLC
UNCHANGED93093000%$234.1K$243.4K+$9.3K2026-10-30
Gibraltar Capital Management, Inc.
NEW929—+929——$242.9K—2026-10-27
William Mack & Associates, Inc.
DECREASED927970-43-4%$244.0K$242.4K-$1.6K2026-10-27
Heritage Wealth Management, Inc.
DECREASED927931-40%$234.3K$242.5K+$8.2K2026-10-27
CJM Wealth Advisers, Ltd.
DECREASED926930-40%$234.0K$242.3K+$8.3K2026-10-27
Advantage Trust Co
DECREASED925939-14-1%$236.3K$242.0K+$5.7K2026-10-19
Inlight Wealth Management, LLC
NEW924—+924——$241.7K—2026-10-21
Cushing Capital Partners, LLC
NEW924—+924——$241.7K—2026-10-20
Instrumental Wealth, LLC
INCREASED922842+80+10%$211.8K$241.1K+$29.3K2026-10-20
Catalyst Private Wealth, LLC
INCREASED921849+72+8%$213.6K$240.9K+$27.3K2026-10-13
HMV Wealth Advisors, LLC
NEW920—+920——$240.7K—2026-10-27
Financial Planning Navigators Corp
INCREASED920885+35+4%$222.6K$240.6K+$18.0K2026-10-14
Old Peak Finance LLC
DECREASED9191,018-99-10%$256.2K$240.4K-$15.8K2026-11-02
PFW Advisors LLC
INCREASED917870+47+5%$218.9K$239.9K+$21.0K2026-10-07
Guardian Capital, LLC
DECREASED916955-39-4%$240.4K$239.7K-$6732026-11-06
Warburton Capital Management, LLC
INCREASED915897+18+2%$225.0K$261.7K+$36.7K2026-11-06
Virginia Wealth Management Group, Inc.
DECREASED915920-5-1%$231.5K$239.4K+$7.8K2026-10-14
Mallini Complete Financial Planning LLC
INCREASED912910+2+0%$229.2K$238.8K+$9.6K2026-10-06
Define Financial, LLC
NEW907—+907——$237.4K—2026-10-14
JAG Capital Management, LLC
UNCHANGED90790700%$228.3K$237.3K+$9.1K2026-11-06
Shayne & Jacobs, LLC
UNCHANGED90790700%$228.2K$237.3K+$9.0K2026-10-21
Lockerman Financial Group, Inc.
INCREASED906900+6+1%$226.5K$237.0K+$10.5K2026-10-19
Auour Investments LLC
UNCHANGED90690600%$228.0K$237.0K+$9.0K2026-10-28
Financial Enhancement Group LLC
DECREASED905911-6-1%$229.2K$245.6K+$16.3K2026-10-08
Alpha Financial Advisors, LLC
DECREASED903963-60-6%$242.4K$236.1K-$6.3K2026-11-09
Trust Co of Oklahoma
DECREASED9021,099-197-18%$276.6K$236.0K-$40.6K2026-10-15
Tenzing Financial LLC
INCREASED902893+9+1%$227.4K$254.9K+$27.5K2026-11-03
Bdfs Capital LLC
INCREASED901899+2+0%$226.1K$235.6K+$9.5K2026-10-14
BCS Private Wealth Management, Inc.
UNCHANGED90090000%$226.5K$235.4K+$9.0K2026-11-09
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED90090000%$226.0K$235.0K+$9.0K2026-11-02
Hill Island Financial LLC
INCREASED899849+50+6%$213.6K$235.2K+$21.5K2026-10-20
Sagace Wealth Management LLC
NEW897—+897——$234.6K—2026-10-28
Climber Capital SA
UNCHANGED89789700%$225.3K$222.5K-$2.8K2026-10-20
St. Clair Advisors, LLC
NEW895—+895——$234.1K—2026-10-13
Clear Point Advisors Inc.
NEW895—+895——$234.0K—2026-10-30
Safir Wealth Advisors, LLC
UNCHANGED89489400%$225.0K$233.9K+$8.9K2026-10-16
Gilpin Wealth Management, LLC
INCREASED893513+380+74%$129.1K$233.6K+$104.5K2026-10-09
Seed Wealth Management, Inc.
UNCHANGED89289200%$224.5K$233.3K+$8.9K2026-10-20
John G Ullman & Associates Inc
DECREASED8881,088-200-18%$273.7K$232.2K-$41.5K2026-11-04
Bond & Devick Financial Network, Inc.
UNCHANGED88888800%$223.5K$232.3K+$8.8K2026-10-23
Veery Capital, LLC
DECREASED884891-7-1%$224.2K$231.2K+$7.0K2026-10-07
FMA Wealth Management, LLC
UNCHANGED88388300%$222.2K$231.0K+$8.8K2026-10-21
Shira Ridge Wealth Management
UNCHANGED88388300%$222.1K$231.1K+$9.0K2026-10-09
Guild Investment Management, Inc.
UNCHANGED88288200%$221.9K$230.7K+$8.8K2026-11-03
Weinberger Asset Management, Inc
INCREASED879855+24+3%$214.5K$229.9K+$15.4K2026-10-28
Northern Capital Management, Inc.
DECREASED8781,673-795-48%$421.0K$229.8K-$191.3K2026-11-05
RM Financial Services, LLC
DECREASED877899-22-2%$226.2K$229.4K+$3.2K2026-11-03
Wallington Asset Management, LLC
NEW876—+876——$229.2K—2026-11-04
First Growth Capital LLC
DECREASED875881-6-1%$221.7K$228.9K+$7.2K2026-10-15
Hurley Capital, LLC
INCREASED871866+5+1%$217.9K$228.0K+$10.1K2026-11-05
Fairscale Capital, LLC
INCREASED868839+29+3%$211.1K$256.0K+$44.8K2026-11-04
Total Investment Management Inc
UNCHANGED86886800%$217.8K$227.1K+$9.2K2026-10-22
Safe Harbor Family Capital, LLC
DECREASED862888-26-3%$223.5K$225.5K+$2.0K2026-11-09
Gross & Hartman Investments LLC
DECREASED862888-26-3%$223.5K$225.5K+$2.0K2026-11-10
Perennial Advisors, LLC
INCREASED862859+3+0%$216.2K$225.5K+$9.3K2026-10-13
BOS Asset Management, LLC
UNCHANGED86286200%$216.9K$225.5K+$8.6K2026-10-09
RFG Holdings, Inc.
DECREASED861872-11-1%$219.6K$225.3K+$5.7K2026-10-30
UMB Private Wealth Management, LLC
NEW860—+860——$225.0K—2026-10-19
Capital Management Associates, Inc
INCREASED857853+4+0%$214.7K$224.1K+$9.4K2026-10-20
Woodard & Co Asset Management Group Inc
DECREASED855866-11-1%$217.9K$223.7K+$5.7K2026-11-03
Flynn Zito Capital Management, LLC
INCREASED854837+17+2%$210.7K$223.4K+$12.8K2026-11-04
Altar Rock LLC
DECREASED853854-10%$214.9K$235.8K+$20.9K2026-11-06
Smith Thornton Advisors LLC
UNCHANGED85285200%$211.4K$223.0K+$11.6K2026-10-16
Baring Financial LLC
INCREASED851831+20+2%$209.2K$222.7K+$13.5K2026-10-07
McCollum Christoferson Group LLC
UNCHANGED85085000%$213.9K$222.4K+$8.5K2026-10-13
BankChampaign, National Association
DECREASED8482,116-1,268-60%$532.5K$221.8K-$310.6K2026-10-19
Stirlingshire Investments, Inc.
DECREASED848956-108-11%$240.5K$221.9K-$18.7K2026-11-05
Wharton Business Group, LLC
UNCHANGED84684600%$212.9K$221.3K+$8.4K2026-11-09
Hedeker Wealth, LLC
NEW845—+845——$221.1K—2026-10-23
Tcfg Investment Advisors, LLC
DECREASED845862-17-2%$216.8K$221.1K+$4.2K2026-10-20
Signature Resources Capital Management, LLC
INCREASED845838+7+1%$210.8K$221.0K+$10.1K2026-10-16
Echo45 Advisors LLC
NEW843—+843——$220.6K—2026-10-07
Friday Financial
NEW840—+840——$218.3K—2026-10-09
Foundry Financial Group, Inc.
INCREASED839802+37+5%$201.8K$219.5K+$17.7K2026-10-28
Nova Financial LLC
NEW837—+837——$219.0K—2026-11-04
Livet Wealth, LLC
DECREASED837911-74-8%$229.2K$219.0K-$10.3K2026-10-27
Koa Wealth Management, LLC
INCREASED836833+3+0%$209.6K$218.7K+$9.1K2026-10-14
Bayshore Asset Management, LLC
DECREASED8321,186-354-30%$298.4K$233.9K-$64.6K2026-11-03
One Plus One Wealth Management, LLC
UNCHANGED83183100%$209.1K$217.4K+$8.3K2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED82782700%$208.1K$216.3K+$8.2K2026-10-16
Centerline Wealth Advisors, LLC
UNCHANGED82482400%$207.4K$215.6K+$8.2K2026-10-15
Stonekeep Investments, LLC
UNCHANGED82382300%$207.0K$215.3K+$8.3K2026-10-15
Hibernia Wealth Partners, LLC
NEW822—+822——$215.2K—2026-10-29
Sierra Ocean, LLC
NEW822—+822——$215.1K—2026-11-03
Leisure Capital Management
NEW818—+818——$214.0K—2026-11-03
Blue Water Asset Management
NEW815—+815——$213.3K—2026-11-04
Clarity Wealth Development LLC
DECREASED810926-116-13%$233.0K$211.8K-$21.2K2026-10-22
Morey & Quinn Wealth Partners, LLC
NEW809—+809——$211.6K—2026-10-28
Sterling Group Wealth Management, LLC
UNCHANGED80980900%$203.6K$211.6K+$8.0K2026-11-03
Laurel Wealth Planning LLC
UNCHANGED80380300%$202.1K$210.1K+$8.0K2026-11-02
JSF Financial, LLC
NEW802—+802——$209.7K—2026-10-22
Chickasaw Capital Management LLC
UNCHANGED80080000%$201.0K$209.3K+$8.3K2026-10-08
Constitution Capital LLC
UNCHANGED80080000%$201.3K$209.3K+$8.0K2026-10-23
Turn8 Private Wealth Inc.
UNCHANGED80080000%$201.3K$209.3K+$8.0K2026-11-05
Baxter Bros Inc
UNCHANGED80080000%$201.3K$209.3K+$8.0K2026-11-04
Avid Wealth Partners LLC
NEW799—+799——$209.0K—2026-11-03
Castleview Partners, LLC
UNCHANGED79979900%$201.1K$209.0K+$8.0K2026-10-09
Jacksonville Wealth Management, LLC
UNCHANGED79879800%$200.8K$208.7K+$7.9K2026-10-30
Addison Advisors LLC
DECREASED796805-9-1%$202.6K$208.3K+$5.8K2026-11-06
Dynamic Wealth Strategies, LLC
UNCHANGED79679600%$200.3K$208.2K+$7.9K2026-10-16
Boyd Wealth Management, LLC
NEW793—+793——$207.5K—2026-10-20
Courage Miller Partners, LLC
NEW790—+790——$206.7K—2026-10-21
Colorado Capital Management, Inc.
NEW788—+788——$206.0K—2026-10-15
Provident Trust Co
NEW787—+787——$205.9K—2026-10-29
Troutman Wealth Management, LLC
DECREASED786859-73-8%$216.2K$205.5K-$10.7K2026-11-10
Clay Northam Wealth Management, LLC
NEW784—+784——$205.1K—2026-10-13
Strategent Financial, LLC
NEW783—+783——$204.9K—2026-10-30
ProCore Advisors, LLC
NEW783—+783——$204.8K—2026-10-14
Briaud Financial Planning Inc
NEW781—+781——$204.3K—2026-10-20
Sfam, LLC
UNCHANGED78078000%$196.3K$204.0K+$7.8K2026-11-03
Global Trust Asset Management, LLC
DECREASED779787-8-1%$198.0K$203.8K+$5.8K2026-10-19
Polaris Financial Partners
NEW778—+778——$205.0K—2026-10-02
McClarren Financial Advisors, Inc.
NEW777—+777——$203.2K—2026-10-15
Banque de Luxembourg S.A.
UNCHANGED77777700%$195.5K$203.3K+$7.7K2026-10-14
CapWealth Advisors, LLC
DECREASED774799-25-3%$201.1K$202.5K+$1.4K2026-10-05
Share Andrew L.
NEW773—+773——$202.2K—2026-11-06
CGC Financial Services, LLC
UNCHANGED77377300%$194.5K$202.2K+$7.7K2026-10-13
Generations Wealth, LLC
NEW768—+768——$200.9K—2026-11-09
Conrad Siegel Investment Advisors, Inc.
NEW767—+767——$200.6K—2026-10-08
IAG Wealth Partners, LLC
INCREASED752749+3+0%$188.6K$196.7K+$8.1K2026-11-06
Main Street Group, LTD
DECREASED7432,780-2,037-73%$699.5K$194.3K-$505.3K2026-10-28
Walsh & Associates, LLC
DECREASED734808-74-9%$203.3K$192.0K-$11.3K2026-11-09
Hughes Financial Services, LLC
INCREASED719654+65+10%$164.6K$209.1K+$44.5K2026-10-30
Tribridge Partners Financial LLC
DECREASED7001,233-533-43%$316.8K$202.2K-$114.6K2026-11-09
Winch Advisory Services, LLC
INCREASED696692+4+1%$174.1K$182.1K+$8.0K2026-11-06
Lloyd Advisory Services, Llc.
DECREASED6851,113-428-38%$280.2K$179.3K-$100.9K2026-11-02
Tounjian Advisory Partners, LLC
INCREASED673657+16+2%$165.4K$176.2K+$10.8K2026-11-04
Cetera Trust Company, N.a
UNCHANGED66866800%$168.1K$174.7K+$6.6K2026-11-09
Evolution Wealth Management Inc.
DECREASED662735-73-10%$185.0K$173.2K-$11.8K2026-10-28
Beacon Financial Strategies Corp
DECREASED655791-136-17%$199.0K$171.3K-$27.7K2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED655732-77-11%$184.1K$171.5K-$12.6K2026-10-26
Valued Wealth Advisors LLC
INCREASED610560+50+9%$140.8K$159.6K+$18.8K2026-11-05
Legacies Wealth LLC
UNCHANGED60460400%$152.0K$158.0K+$6.0K2026-11-02
Cedar Mountain Advisors, LLC
DECREASED600630-30-5%$158.5K$157.0K-$1.5K2026-10-15
Vision Financial Markets LLC
UNCHANGED60060000%$150.6K$156.1K+$5.5K2026-10-22
Advocate Investing Services LLC
UNCHANGED59659600%$149.9K$155.9K+$6.0K2026-10-26
DiNuzzo Private Wealth, Inc.
INCREASED589489+100+20%$123.2K$154.2K+$31.0K2026-10-16
Birchbrook, Inc.
INCREASED578577+1+0%$145.2K$151.1K+$5.9K2026-10-14
True Wealth Design, LLC
INCREASED575534+41+8%$134.4K$150.4K+$16.0K2026-10-13
Balance Wealth Partners LLC
NEW574—+574——$150.2K—2026-10-27
Highline Wealth Partners LLC
INCREASED574419+155+37%$105.6K$150.2K+$44.6K2026-10-19
MB, Levis & Associates, LLC
UNCHANGED54754700%$137.6K$143.1K+$5.4K2026-10-16
Coston, McIsaac & Partners
INCREASED541522+19+4%$131.0K$141.6K+$10.6K2026-11-06
Joseph Group Capital Management
INCREASED539421+118+28%$105.9K$141.0K+$35.1K2026-11-04
Avion Wealth
INCREASED534504+30+6%$126.0K$139.0K+$13.0K2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED52252200%$131.3K$136.7K+$5.3K2026-11-02
Navigoe, LLC
UNCHANGED51851800%$130.0K$135.0K+$5.0K2026-11-04
Three Bridge Wealth Advisors, LLC
NEW504—+504——$131.8K—2026-11-05
Cdkv Holdings LLC
INCREASED502501+1+0%$126.1K$131.3K+$5.2K2026-10-28
Vermillion Wealth Management, Inc.
DECREASED500692-192-28%$174.1K$130.8K-$43.3K2026-10-26
Dogwood Wealth Management LLC
INCREASED487483+4+1%$121.5K$127.4K+$5.9K2026-11-09
Blue Bell Private Wealth Management, LLC
UNCHANGED47647600%$119.7K$124.6K+$5.0K2026-10-29
Rydar Equities, Inc.
NEW474—+474——$128.7K—2026-10-13
Godfrey Financial Associates, Inc.
INCREASED467436+31+7%$109.6K$122.2K+$12.6K2026-11-10
State of Wyoming
DECREASED4551,472-1,017-69%$370.4K$119.0K-$251.4K2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED453362+91+25%$91.1K$118.5K+$27.4K2026-10-15
WPG Advisers, LLC
INCREASED418395+23+6%$99.4K$109.3K+$9.9K2026-10-27
Mascoma Wealth Management LLC
DECREASED415417-20%$104.9K$108.6K+$3.6K2026-10-23
3 Factor Indexing, LLC
UNCHANGED40640600%$102.2K$106.2K+$4.0K2026-10-15
Redwood Park Advisors LLC
INCREASED405222+183+82%$55.9K$105.9K+$49.9K2026-11-02
Miller Global Investments, LLC
INCREASED38957+332+582%$14.3K$101.8K+$87.4K2026-10-02
Horizon Financial Services, LLC
DECREASED385420-35-8%$105.6K$100.6K-$5.0K2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED36336300%$91.3K$95.0K+$3.6K2026-11-03
Tidemark, LLC
INCREASED358330+28+8%$82.9K$93.5K+$10.6K2026-11-09
Downshift Financial, LLC
INCREASED351232+119+51%$58.4K$91.8K+$33.4K2026-10-13
Rakuten Securities, Inc.
INCREASED351233+118+51%$58.6K$91.8K+$33.2K2026-11-02
Comprehensive Financial Planning, Inc.
INCREASED351349+2+1%$87.9K$92.0K+$4.1K2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED33833800%$85.1K$88.4K+$3.4K2026-10-14
GK Wealth Management LLC
NEW331—+331——$86.6K—2026-10-09
Align Financial, LLC
INCREASED313298+15+5%$75.0K$81.9K+$6.9K2026-10-16
Harbor Asset Planning, Inc.
UNCHANGED31331300%$78.8K$81.9K+$3.1K2026-10-23
Mainstream Capital Management LLC
NEW299—+299——$78.2K—2026-10-23
LAM Group, Inc.
UNCHANGED29329300%$73.6K$76.6K+$2.9K2026-10-26
Lodestone Wealth Management LLC
DECREASED287293-6-2%$73.7K$75.1K+$1.4K2026-10-14
Foresight Capital Management Advisors, Inc.
NEW283—+283——$74.0K—2026-10-27
Investors Research Corp
UNCHANGED27527500%$69.2K$71.9K+$2.7K2026-10-07
10Elms LLP
INCREASED260195+65+33%$49.1K$68.0K+$18.9K2026-11-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED253310-57-18%$78.0K$66.2K-$11.8K2026-11-06
Contravisory Investment Management, Inc.
DECREASED250777-527-68%$195.5K$65.4K-$130.1K2026-10-13
MeadowBrook Investment Advisors LLC
UNCHANGED25025000%$62.9K$71.3K+$8.4K2026-10-29
Kroeger Financial Partners
INCREASED242241+1+0%$60.5K$63.4K+$2.8K2026-10-19
Aspect Partners, LLC
DECREASED241249-8-3%$62.7K$63.0K+$3852026-10-20
Miller Wealth Advisors, LLC
UNCHANGED24024000%$60.4K$62.8K+$2.4K2026-11-02
Prudent Man Investment Management, Inc.
INCREASED238215+23+11%$49.1K$62.3K+$13.1K2026-11-03
Access Investment Management LLC
UNCHANGED23823800%$59.9K$62.3K+$2.4K2026-10-23
Nvest Wealth Strategies, Inc.
INCREASED234227+7+3%$57.1K$61.1K+$4.0K2026-10-14
AXS Investments LLC
DECREASED232269-37-14%$67.7K$60.7K-$7.0K2026-11-04
Aventus Investment Advisors, Inc.
UNCHANGED23023000%$57.9K$60.2K+$2.3K2026-10-09
Gleason Group, Inc.
INCREASED221220+1+0%$55.4K$57.9K+$2.5K2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED21421400%$53.9K$56.0K+$2.1K2026-10-22
MidAtlantic Capital Management, Inc.
NEW200—+200——$52.3K—2026-11-05
IFS Advisors, LLC
UNCHANGED20020000%$50.3K$52.3K+$2.0K2026-10-14
Burk Holdings LLC
INCREASED199119+80+67%$29.9K$52.1K+$22.1K2026-11-05
IMG Wealth Management, Inc.
INCREASED194158+36+23%$39.8K$50.7K+$11.0K2026-10-27
Hartford Financial Management Inc.
UNCHANGED19119100%$48.1K$50.0K+$1.9K2026-10-21
Strengthening Families & Communities, LLC
INCREASED190176+14+8%$44.2K$49.8K+$5.6K2026-10-21
Phillip James Consulting Co.
UNCHANGED18518500%$46.6K$48.4K+$1.8K2026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED17717700%$44.5K$46.3K+$1.8K2026-10-15
Cypress Capital Management LLC (WY)
NEW169—+169——$44.2K—2026-11-09
Essential Partners LLC
UNCHANGED15915900%$40.0K$41.6K+$1.6K2026-10-14
WestEnd Advisors, LLC
UNCHANGED15915900%$40.0K$41.6K+$1.6K2026-10-27
Morton Brown Family Wealth, LLC
DECREASED154156-2-1%$39.3K$40.3K+$1.0K2026-10-23
Summit Securities Group LLC
DECREASED1521,210-1,058-87%$304.5K$39.8K-$264.7K2026-11-05
Y.D. More Investments Ltd
DECREASED150193-43-22%$48.6K$39.2K-$9.3K2026-11-02
Fiduciary Advisors, Inc.
DECREASED150160-10-6%$40.3K$39.2K-$1.0K2026-10-16
Burkett Financial Services, LLC
DECREASED144228-84-37%$57.5K$37.7K-$19.8K2026-10-01
Marquette Asset Management, LLC
UNCHANGED14014000%$35.2K$36.6K+$1.4K2026-10-09
Luken Investment Analytics, LLC
UNCHANGED13113100%$33.0K$34.3K+$1.3K2026-11-06
Transce3nd, LLC
NEW129—+129——$36.7K—2026-10-26
Bradley & Co. Private Wealth Management, LLC
DECREASED127147-20-14%$37.0K$33.2K-$3.8K2026-10-23
Catherine Avery Investment Management LLC
INCREASED118117+1+1%$29.4K$30.8K+$1.3K2026-10-14
NorthAvenue LLC
UNCHANGED11811800%$29.7K$30.9K+$1.2K2026-10-29
Bear Mountain Capital, Inc.
INCREASED115114+1+1%$28.0K$32.9K+$4.9K2026-11-04
Financial Freedom, LLC
NEW111—+111——$29.0K—2026-11-06
KFG LLC
NEW107—+107——$28.0K—2026-11-02
MJT & Associates Financial Advisory Group, Inc.
INCREASED10198+3+3%$24.7K$26.4K+$1.8K2026-10-07
Sima Wealth Partners, LLC
UNCHANGED10010000%$25.2K$26.2K+$9952026-10-19
Whipplewood Advisors, LLC
DECREASED87101-14-14%$25.4K$22.8K-$2.7K2026-10-20
CKW Financial Group
INCREASED8230+52+173%$8$21+$132026-10-29
Vima LLC
UNCHANGED808000%$20.1K$20.9K+$7962026-10-23
Fortis Group Advisors, LLC
UNCHANGED696900%$17.4K$18.0K+$6862026-11-06
Midwest Capital Advisors, LLC
NEW64—+64——$16.8K—2026-11-04
Goodman Advisory Group, LLC
NEW62—+62——$16.2K—2026-11-02
Torren Management, LLC
INCREASED6245+17+38%$11.3K$16.3K+$4.9K2026-10-29
Sunrise Financial Services, LLC
UNCHANGED545400%$13.6K$14.1K+$5372026-10-21
Blueline Advisors LLC
UNCHANGED515100%$12.8K$13.3K+$5082026-10-15
Breakwater Investment Management
INCREASED4727+20+74%$6.8K$12.3K+$5.5K2026-10-20
POM Investment Strategies, LLC
DECREASED461,492-1,446-97%$375.5K$12.1K-$363.4K2026-10-20
Bare Financial Services, Inc
INCREASED4330+13+43%$7.5K$11.2K+$3.7K2026-11-04
Activest Wealth Management
DECREASED42100-58-58%$25.2K$11.0K-$14.2K2026-10-15
Richardson Capital Management LLC
UNCHANGED353500%$8.8K$9.2K+$3492026-10-23
PayPay Securities Corp
UNCHANGED333300%$8.3K$8.6K+$3282026-10-27
Team Financial Group, LLC
NEW31—+31——$8.1K—2026-10-30
Birchwood Financial Partners, Inc.
NEW26—+26——$6.8K—2026-11-02
Legacy Bridge, LLC
UNCHANGED262600%$6.5K$6.8K+$2592026-10-28
USA Financial Formulas
NEW22—+22——$5.8K—2026-10-16
Luminist Capital LLC
DECREASED2234-12-35%$8.5K$5.7K-$2.8K2026-11-10
Horizons Wealth Management
NEW21—+21——$5.5K—2026-10-05
Three Bearings Fiduciary Advisors, Inc.
UNCHANGED202000%$5.0K$5.2K+$1992026-11-10
J. R. Prunier Capital Management LLC
UNCHANGED181800%$4.6K$4.8K+$2152026-11-09
DecisionPoint Financial, LLC
INCREASED1613+3+23%$3.3K$4.2K+$8952026-10-27
Newton One Investments LLC
NEW13—+13——$3.4K—2026-10-14
Park Square Financial Group, LLC
NEW13—+13——$3.4K—2026-11-09
Bernzott Capital Advisors
NEW12—+12——$3.1K—2026-10-29
Atlantic Private Wealth, LLC
UNCHANGED121200%$3.0K$3.1K+$1192026-11-09
Barnes Dennig Private Wealth Management LLC
INCREASED93+6+200%$755$2.4K+$1.6K2026-10-30
Noble Wealth Management PBC
UNCHANGED7700%$1.8K$1.8K+$702026-10-01
Networth Advisors, LLC
UNCHANGED6600%$1.5K$1.6K+$702026-11-03
Palladiem, LLC
UNCHANGED4400%$1.0K$1.0K+$392026-11-09
Fairway Wealth LLC
DECREASED345-42-93%$11.3K$785-$10.5K2026-10-30
Prospera Financial Services Inc
CLOSED096,118-96,118-100%$24.2M$0-$24.2M2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED074,248-74,248-100%$18.7M$0-$18.7M2026-10-16
Laurion Capital Management LP
CLOSED042,168-42,168-100%$10.6M$0-$10.6M2026-10-30
Wellington Shields & Co., LLC
CLOSED030,747-30,747-100%$7.7M$0-$7.7M2026-11-03
Phocas Financial Corp.
CLOSED026,200-26,200-100%$6.6M$0-$6.6M2026-11-09
Econ Financial Services Corp
CLOSED013,813-13,813-100%$3.5M$0-$3.5M2026-10-19
GFS Advisors, LLC
CLOSED010,263-10,263-100%$143.9K$0-$143.9K2026-11-03
Garton & Associates Financial Advisors LLC
CLOSED010,238-10,238-100%$2.6M$0-$2.6M2026-10-30
Simplex Trading, LLC
CLOSED07,173-7,173-100%$1.8M$0-$1.8M2026-11-04
Stegent Equity Advisors, Inc.
CLOSED06,868-6,868-100%$1.7M$0-$1.7M2026-10-13
Glaxis Capital Management, LLC
CLOSED05,000-5,000-100%$1.3M$0-$1.3M2026-11-02
Wellington Shields Capital Management, LLC
CLOSED04,721-4,721-100%$1.2M$0-$1.2M2026-11-03
Tobam
CLOSED04,327-4,327-100%$1.1M$0-$1.1M2026-11-03
Shufro Rose & Co LLC
CLOSED03,940-3,940-100%$991.5K$0-$991.5K2026-11-10
Hofer & Associates. Inc
CLOSED03,330-3,330-100%$837.8K$0-$837.8K2026-10-13
Krane Funds Advisors LLC
CLOSED02,974-2,974-100%$748.4K$0-$748.4K2026-11-09
Moller Wealth Partners
CLOSED02,554-2,554-100%$642.7K$0-$642.7K2026-10-15
West Wealth Group, LLC
CLOSED02,120-2,120-100%$533.7K$0-$533.7K2026-10-14
Shah Wealth Advisors, LLC
CLOSED02,094-2,094-100%$526.9K$0-$526.9K2026-11-06
Teamwork Financial Advisors, LLC
CLOSED02,009-2,009-100%$505.3K$0-$505.3K2026-10-19
Luminvest Wealth Management LLC
CLOSED01,646-1,646-100%$416.8K$0-$416.8K2026-10-14
Scarborough Advisors, LLC
CLOSED01,632-1,632-100%$371.8K$0-$371.8K2026-10-16
Lane Brothers & Co Inc
CLOSED01,615-1,615-100%$406.3K$0-$406.3K2026-11-02
Knights of Columbus Asset Advisors LLC
CLOSED01,391-1,391-100%$350.0K$0-$350.0K2026-11-05
Sensenig Capital Advisors, Inc
CLOSED01,356-1,356-100%$341.2K$0-$341.2K2026-10-23
Rise Advisors, LLC
CLOSED01,330-1,330-100%$334.7K$0-$334.7K2026-10-16
Baker Boyer National Bank
CLOSED01,324-1,324-100%$333.2K$0-$333.2K2026-11-05
Alpha Zero LLC
CLOSED0982-982-100%$249.8K$0-$249.8K2026-11-06
Old North State Wealth Management, LLC
CLOSED0958-958-100%$241.9K$0-$241.9K2026-10-22
True Link Financial Advisors, LLC
CLOSED0954-954-100%$240.1K$0-$240.1K2026-10-27
Gibson Capital, LLC
CLOSED0917-917-100%$230.8K$0-$230.8K2026-10-23
Aerodigm Wealth, LLC
CLOSED0893-893-100%$224.7K$0-$224.7K2026-10-16
Single Point Partners, LLC
CLOSED0883-883-100%$222.2K$0-$222.2K2026-10-19
Arkfeld Wealth Strategies, L.L.C.
CLOSED0864-864-100%$220.2K$0-$220.2K2026-10-19
MFA Wealth Advisors, LLC
CLOSED0833-833-100%$209.6K$0-$209.6K2026-10-07
Spectrum Wealth Advisory Group, LLC
CLOSED0680-680-100%$171.0K$0-$171.0K2026-10-29
Bullseye Investment Management, LLC
CLOSED0676-676-100%$170.1K$0-$170.1K2026-10-29
Atlatl Advisers LLC
CLOSED0548-548-100%$137.9K$0-$137.9K2026-10-22
Stone House Investment Management, LLC
CLOSED0535-535-100%$134.6K$0-$134.6K2026-10-23
Strategic Wealth Advisors LLC
CLOSED0487-487-100%$111$0-$1112026-11-06
Covestor Ltd
CLOSED0407-407-100%$103.0K$0-$103.0K2026-10-30
Sims Investment Management, LLC
CLOSED0231-231-100%$58.1K$0-$58.1K2026-10-13
Beacon Capital Management, Inc.
CLOSED0131-131-100%$33.0K$0-$33.0K2026-10-13
Decker Retirement Planning Inc.
CLOSED083-83-100%$20.9K$0-$20.9K2026-10-19
Robinswood Financial LLC
CLOSED083-83-100%$21.1K$0-$21.1K2026-10-20
Ameliora Wealth Management Ltd.
CLOSED078-78-100%$19.6K$0-$19.6K2026-10-23
FNY Investment Advisers, LLC
CLOSED010-10-100%$2$0-$22026-10-16
Evolution Advisers, Inc.
CLOSED05-5-100%$1$0-$12026-11-06
Bay Harbor Wealth Management, LLC
DECREASED01,237-1,237-100%$311.3K$178.7K-$132.6K2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$909.2K$959.3K+$50.1K2026-10-29
Illumine Investment Management, LLC
UNCHANGED000—$413.8K$430.2K+$16.4K2026-10-22
BlackRock, Inc.
N/A—149,488,412-149,488,412-100%$37.6B———
Vanguard Capital Management LLC
N/A—115,396,098-115,396,098-100%$29.0B———
State Street Corp
N/A—82,596,748-82,596,748-100%$20.8B———
Vanguard Portfolio Management LLC
N/A—48,477,996-48,477,996-100%$12.2B———
JPMorgan Chase & Co
N/A—47,862,796-47,862,796-100%$12.2B———
Morgan Stanley
N/A—38,901,001-38,901,001-100%$9.8B———
Capital Research Global Investors
N/A—30,101,551-30,101,551-100%$7.6B———
Norges Bank
N/A—25,554,538-25,554,538-100%$6.4B———
Bank of America Corp
N/A—21,237,764-21,237,764-100%$5.3B———
Northern Trust Corp
N/A—20,558,447-20,558,447-100%$5.2B———
Franklin Resources Inc
N/A—19,925,232-19,925,232-100%$5.0B———
Capital World Investors
N/A—19,178,966-19,178,966-100%$4.8B———
Goldman Sachs Group Inc
N/A—16,291,630-16,291,630-100%$4.1B———
Capital International Investors
N/A—15,638,631-15,638,631-100%$3.9B———
Price T Rowe Associates Inc
N/A—14,749,069-14,749,069-100%$3.7B———
UBS Asset Management Americas LLC
N/A—14,267,697-14,267,697-100%$3.6B———
Charles Schwab Investment Management Inc
N/A—12,914,230-12,914,230-100%$3.3B———
UBS Group AG
N/A—12,845,120-12,845,120-100%$3.2B———
Legal & General Group Plc
N/A—11,548,053-11,548,053-100%$2.9B———
Ameriprise Financial Inc
N/A—11,519,507-11,519,507-100%$2.9B———
Raymond James Financial Inc
N/A—10,410,159-10,410,159-100%$2.6B———
Vanguard Fiduciary Trust Co
N/A—9,939,791-9,939,791-100%$2.5B———
Wells Fargo & Company
N/A—9,017,580-9,017,580-100%$2.3B———
Royal Bank of Canada
N/A—8,163,806-8,163,806-100%$2.1B———
Invesco Ltd.
N/A—7,114,782-7,114,782-100%$1.8B———
Jupiter Topco LLC
N/A—6,201,973-6,201,973-100%$1.6B———
State Farm Mutual Automobile Insurance Co
N/A—5,892,808-5,892,808-100%$1.5B———
Wellington Management Group LLP
N/A—5,055,589-5,055,589-100%$1.3B———
Swiss National Bank
N/A—4,988,710-4,988,710-100%$1.3B———
Envestnet Asset Management Inc
N/A—4,886,670-4,886,670-100%$1.2B———
Boston Partners
N/A—4,784,316-4,784,316-100%$1.2B———
Federated Hermes, Inc.
N/A—4,461,449-4,461,449-100%$1.1B———
Massachusetts Financial Services Co
N/A—4,388,338-4,388,338-100%$1.1B———
HSBC Holdings PLC
N/A—4,131,637-4,131,637-100%$1.0B———
Alliancebernstein L.P.
N/A—4,092,335-4,092,335-100%$890.0M———
National Pension Service
N/A—4,009,573-4,009,573-100%$1.0B———
Vanguard Asset Management, Ltd
N/A—3,995,442-3,995,442-100%$1.0B———
SG Americas Securities, LLC
N/A—3,984,924-3,984,924-100%$1.0B———
Vanguard Global Advisers, LLC
N/A—3,829,319-3,829,319-100%$963.6M———
Stifel Financial Corp
N/A—3,625,155-3,625,155-100%$912.2M———
California Public Employees Retirement System
N/A—3,428,196-3,428,196-100%$862.7M———
Canada Pension Plan Investment Board
N/A—3,248,582-3,248,582-100%$817.5M———
Citadel Advisors LLC
N/A—3,169,783-3,169,783-100%$797.6M———
BNP Paribas Financial Markets
N/A—3,055,271-3,055,271-100%$768.8M———
Marshall Wace, LLP
N/A—2,990,512-2,990,512-100%$752.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,885,557-2,885,557-100%$726.1M———
Fayez Sarofim & Co
N/A—2,876,785-2,876,785-100%$723.9M———
Rhumbline Advisers
N/A—2,733,648-2,733,648-100%$687.9M———
California State Teachers Retirement System
N/A—2,700,030-2,700,030-100%$679.4M———
Manufacturers Life Insurance Company, the
N/A—2,603,988-2,603,988-100%$655.3M———
TD Asset Management Inc
N/A—2,578,333-2,578,333-100%$648.8M———
Voya Investment Management LLC
N/A—2,374,888-2,374,888-100%$597.6M———
Schroder Investment Management Group
N/A—2,280,159-2,280,159-100%$573.8M———
D. E. Shaw & Co., Inc.
N/A—2,102,316-2,102,316-100%$529.0M———
Baird Financial Group, Inc.
N/A—2,042,445-2,042,445-100%$514.0M———
AQR Capital Management LLC
N/A—2,015,238-2,015,238-100%$507.1M———
New York State Common Retirement Fund
N/A—1,929,503-1,929,503-100%$485.5M———
GQG Partners LLC
N/A—1,921,614-1,921,614-100%$483.6M———
Prudential Financial Inc
N/A—1,904,997-1,904,997-100%$479.4M———
CIBC Bancorp USA Inc.
N/A—1,860,030-1,860,030-100%$468.0M———
Captrust Financial Advisors
N/A—1,817,391-1,817,391-100%$457.3M———
Canada Life Assurance Co
N/A—1,761,265-1,761,265-100%$441.9M———
Allianz Asset Management GmbH
N/A—1,749,719-1,749,719-100%$440.3M———
Man Group plc
N/A—1,704,016-1,704,016-100%$428.8M———
Aviva PLC
N/A—1,664,656-1,664,656-100%$418.9M———
American Century Companies Inc
N/A—1,659,851-1,659,851-100%$417.7M———
Caisse de Depot ET Placement DU Quebec
N/A—1,641,631-1,641,631-100%$413.1M———
APG Asset Management N.V.
N/A—1,613,385-1,613,385-100%$355.1M———
Adage Capital Partners GP, L.L.C.
N/A—1,598,568-1,598,568-100%$402.3M———
Victory Capital Management Inc
N/A—1,581,740-1,581,740-100%$398.0M———
Natixis Advisors, LLC
N/A—1,561,703-1,561,703-100%$393.0M———
BNP Paribas Asset Management Holding S.A.
N/A—1,521,377-1,521,377-100%$382.8M———
Millennium Management LLC
N/A—1,516,475-1,516,475-100%$381.6M———
State Board of Administration of Florida Retirement System
N/A—1,509,311-1,509,311-100%$379.8M———
Epoch Investment Partners, Inc.
N/A—1,376,588-1,376,588-100%$346.4M———
Mariner, LLC
N/A—1,371,290-1,371,290-100%$345.1M———
Royal London Asset Management LTD
N/A—1,342,483-1,342,483-100%$337.8M———
Korea Investment Corp
N/A—1,291,102-1,291,102-100%$324.9M———
Neuberger Berman Group LLC
N/A—1,279,175-1,279,175-100%$321.9M———
Cerity Partners LLC
N/A—1,275,203-1,275,203-100%$320.9M———
Janney Montgomery Scott LLC
N/A—1,209,439-1,209,439-100%$304.3M———
Menora Mivtachim Holdings Ltd.
N/A—1,139,168-1,139,168-100%$286.7M———
Quantinno Capital Management LP
N/A—1,138,736-1,138,736-100%$286.6M———
Public Sector Pension Investment Board
N/A—1,088,816-1,088,816-100%$274.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,038,939-1,038,939-100%$261.4M———
Nomura Asset Management Co LTD
N/A—1,020,402-1,020,402-100%$256.8M———
Cetera Investment Advisers
N/A—990,692-990,692-100%$249.3M———
Jones Financial Companies Lllp
N/A—988,813-988,813-100%$250.5M———
Rockefeller Capital Management L.P.
N/A—980,805-980,805-100%$246.8M———
Saturna Capital Corp
N/A—958,069-958,069-100%$240.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—945,063-945,063-100%$237.8M———
Credit Agricole S A
N/A—944,549-944,549-100%$237.7M———
State of Wisconsin Investment Board
N/A—943,411-943,411-100%$237.4M———
Focus Partners Wealth
N/A—929,566-929,566-100%$233.9M———
Woodline Partners LP
N/A—907,363-907,363-100%$228.3M———
Vanguard Investments Australia, Ltd.
N/A—903,983-903,983-100%$227.5M———
Chevy Chase Trust Holdings, LLC
N/A—883,270-883,270-100%$222.3M———
Brown Advisory Inc
N/A—870,702-870,702-100%$219.1M———
Ensign Peak Advisors, Inc
N/A—861,436-861,436-100%$216.8M———
Arrowstreet Capital, Limited Partnership
N/A—856,797-856,797-100%$215.6M———
Osaic Holdings, Inc.
N/A—855,570-855,570-100%$215.5M———
Public Employees Retirement Association of Colorado
N/A—853,934-853,934-100%$214.9M———
Huntington National Bank
N/A—852,991-852,991-100%$214.6M———
National Bank of Canada
N/A—850,973-850,973-100%$214.1M———
KLP Kapitalforvaltning AS
N/A—836,672-836,672-100%$210.5M———
Nomura Asset Management International Inc.
N/A—821,326-821,326-100%$206.7M———
Crawford Investment Counsel Inc
N/A—818,972-818,972-100%$206.1M———
Zacks Investment Management
N/A—815,433-815,433-100%$205.2M———
First Trust Advisors LP
N/A—800,818-800,818-100%$201.5M———
Railway Pension Investments Ltd
N/A—792,949-792,949-100%$199.5M———
LOS Angeles Capital Management LLC
N/A—783,184-783,184-100%$197.1M———
1832 Asset Management L.P.
N/A—775,386-775,386-100%$195.1M———
Treasurer of the State of North Carolina
N/A—754,175-754,175-100%$189.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—751,485-751,485-100%$189.1M———
Susquehanna International Group, LLP
N/A—740,571-740,571-100%$186.4M———
SEI Investments Co
N/A—728,959-728,959-100%$183.4M———
HRT Financial LP
N/A—702,907-702,907-100%$176.9M———
Public Employees Retirement System of Ohio
N/A—682,079-682,079-100%$171.6M———
Jennison Associates LLC
N/A—679,544-679,544-100%$171.0M———
MML Investors Services, LLC
N/A—632,277-632,277-100%$159.1M———
State of Tennessee, Department of Treasury
N/A—629,148-629,148-100%$158.3M———
Balyasny Asset Management L.P.
N/A—622,946-622,946-100%$156.8M———
Panagora Asset Management Inc
N/A—619,181-619,181-100%$155.8M———
MAI Capital Management
N/A—616,940-616,940-100%$155.2M———
Toronto Dominion Bank
N/A—611,061-611,061-100%$153.8M———
DnB Asset Management AS
N/A—610,909-610,909-100%$153.7M———
CIBC World Market Inc.
N/A—606,183-606,183-100%$152.5M———
HM Payson & Co
N/A—596,837-596,837-100%$150.2M———
First Manhattan Co. Llc.
N/A—594,732-594,732-100%$149.7M———
Tidal Investments LLC
N/A—585,879-585,879-100%$147.4M———
Nissay Asset Management Corp N
N/A—568,521-568,521-100%$143.1M———
Tredje Ap-fonden
N/A—548,411-548,411-100%$138.0M———
Mercer Global Advisors Inc
N/A—543,313-543,313-100%$136.7M———
Life Cycle Investment Partners Ltd
N/A—542,382-542,382-100%$136.5M———
Thornburg Investment Management Inc
N/A—541,146-541,146-100%$136.2M———
Commerce Bank
N/A—534,937-534,937-100%$134.6M———
Resona Asset Management Co.,Ltd.
N/A—525,318-525,318-100%$132.5M———
Homestead Advisers Corp
N/A—516,501-516,501-100%$130.0M———
Vinva Investment Management Ltd
N/A—511,672-511,672-100%$130.1M———
Empower Advisory Group, LLC
N/A—507,376-507,376-100%$127.7M———
Advisors Capital Management, LLC
N/A—505,318-505,318-100%$127.2M———
Teacher Retirement System of Texas
N/A—500,373-500,373-100%$125.9M———
Steward Partners Investment Advisory, LLC
N/A—475,389-475,389-100%$119.6M———
Sanctuary Advisors, LLC
N/A—474,171-474,171-100%$119.3M———
Employees Retirement System of Texas
N/A—448,200-448,200-100%$112.8M———
Capital Advisors Inc
N/A—447,129-447,129-100%$112.5M———
LGT Group Foundation
N/A—441,958-441,958-100%$111.2M———
NewEdge Advisors, LLC
N/A—439,164-439,164-100%$110.5M———
Capital International, Inc.
N/A—435,569-435,569-100%$109.6M———
Macquarie Group LTD
N/A—427,863-427,863-100%$107.5M———
&partners
N/A—425,683-425,683-100%$107.2M———
NewEdge Wealth, LLC
N/A—422,116-422,116-100%$106.2M———
Capitolis Liquid Global Markets LLC
N/A—417,193-417,193-100%$105.0M———
MetLife Investment Management, LLC
N/A—409,814-409,814-100%$103.1M———
Hudson Bay Capital Management LP
N/A—402,440-402,440-100%$101.3M———
ABN Amro Bank N.V.
N/A—394,664-394,664-100%$99.2M———
Voloridge Investment Management, LLC
N/A—380,290-380,290-100%$95.7M———
Point72 Asset Management, L.P.
N/A—366,836-366,836-100%$92.3M———
TCW Group Inc
N/A—359,980-359,980-100%$90.6M———
AE Wealth Management LLC
N/A—354,989-354,989-100%$89.3M———
Jane Street Group, LLC
N/A—349,226-349,226-100%$87.9M———
O'shaughnessy Asset Management, LLC
N/A—347,226-347,226-100%$87.4M———
Bank of Nova Scotia
N/A—337,881-337,881-100%$85.0M———
Tocqueville Asset Management L.P.
N/A—336,097-336,097-100%$84.6M———
Susquehanna Portfolio Strategies, LLC
N/A—332,871-332,871-100%$83.8M———
Benjamin Edwards Inc
N/A—327,322-327,322-100%$82.4M———
Zurich Insurance Group Ltd
N/A—323,672-323,672-100%$81.4M———
Glenmede Trust Co NA
N/A—323,203-323,203-100%$81.3M———
Vanguard Personalized Indexing Management, LLC
N/A—323,012-323,012-100%$81.3M———
Waverly Advisors, LLC
N/A—322,558-322,558-100%$81.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—319,602-319,602-100%$80.4M———
Harvest Portfolios Group Inc.
N/A—312,098-312,098-100%$78.5M———
Pinnacle Financial Partners, Inc.
N/A—309,302-309,302-100%$77.8M———
Groupe la Francaise
N/A—303,838-303,838-100%$76.5M———
Fiduciary Trust Co
N/A—303,294-303,294-100%$76.3M———
QRG Capital Management, Inc.
N/A—301,006-301,006-100%$75.7M———
Ancora Advisors LLCA
N/A—300,556-300,556-100%$75.6M———
USS Investment Management Ltd
N/A—300,376-300,376-100%$75.5M———
Pathstone Holdings, LLC
N/A—298,011-298,011-100%$75.1M———
EP Wealth Advisors, LLC
N/A—297,328-297,328-100%$74.8M———
Cura Wealth Advisors, LLC
N/A—289,872-289,872-100%$72.9M———
Pinebridge Investments LLC
N/A—281,982-281,982-100%$71.0M———
Harding Loevner LP
N/A—279,294-279,294-100%$70.3M———
GW&K Investment Management, LLC
N/A—275,739-275,739-100%$69.4M———
Varma Mutual Pension Insurance Co
N/A—270,367-270,367-100%$68.0M———
Utah Retirement Systems
N/A—268,819-268,819-100%$67.6M———
Andra Ap-fonden
N/A—268,811-268,811-100%$67.6M———
Northwestern Mutual Wealth Management Co
N/A—268,688-268,688-100%$67.6M———
Erste Asset Management GmbH
N/A—267,697-267,697-100%$67.9M———
British Columbia Investment Management Corp
N/A—265,174-265,174-100%$66.7M———
Blackhill Capital Inc
N/A—263,110-263,110-100%$66.2M———
Cannell & Spears LLC
N/A—255,977-255,977-100%$64.4M———
Blue Sparrow, LLC
N/A—255,700-255,700-100%$64.3M———
United Capital Financial Advisors, LLC
N/A—254,843-254,843-100%$64.1M———
Lazard Asset Management LLC
N/A—254,499-254,499-100%$64.0M———
Whittier Trust Co
N/A—240,790-240,790-100%$61.3M———
RNC Capital Management LLC
N/A—236,727-236,727-100%$59.6M———
RWA Wealth Partners, LLC
N/A—235,826-235,826-100%$59.3M———
Guggenheim Capital LLC
N/A—234,277-234,277-100%$59.0M———
Private Advisor Group, LLC
N/A—233,214-233,214-100%$58.7M———
Ilmarinen Mutual Pension Insurance Co
N/A—228,400-228,400-100%$57.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—224,960-224,960-100%$56.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—224,280-224,280-100%$56.4M———
Bradley Foster & Sargent Inc
N/A—219,509-219,509-100%$55.2M———
Quadrature Capital Ltd
N/A—212,852-212,852-100%$53.6M———
Federation des caisses Desjardins du Quebec
N/A—212,267-212,267-100%$53.4M———
Peapack Gladstone Financial Corp
N/A—209,332-209,332-100%$52.7M———
Rafferty Asset Management, LLC
N/A—206,756-206,756-100%$52.0M———
Empowered Funds, LLC
N/A—202,359-202,359-100%$50.9M———
Pacer Advisors, Inc.
N/A—201,334-201,334-100%$50.7M———
Clarity Financial LLC
N/A—198,762-198,762-100%$50.0M———
Two Sigma Investments, LP
N/A—198,249-198,249-100%$49.9M———
Jain Global LLC
N/A—197,926-197,926-100%$49.8M———
Beacon Pointe Advisors, LLC
N/A—195,761-195,761-100%$49.3M———
Van Eck Associates Corp
N/A—195,741-195,741-100%$49.3M———
Blue Chip Partners, LLC
N/A—194,272-194,272-100%$48.9M———
Elo Mutual Pension Insurance Co
N/A—194,138-194,138-100%$48.9M———
Cresset Asset Management, LLC
N/A—190,827-190,827-100%$48.0M———
Vident Advisory, LLC
N/A—188,691-188,691-100%$47.5M———
Allstate Corp
N/A—185,629-185,629-100%$46.7M———
Groupama Asset Managment
N/A—183,915-183,915-100%$46.7M———
CI Investments Inc.
N/A—183,389-183,389-100%$46.1M———
RBO & Co LLC
N/A—181,275-181,275-100%$45.6M———
Investment Management Corp of Ontario
N/A—180,178-180,178-100%$45.3M———
Lord, Abbett & Co. LLC
N/A—180,108-180,108-100%$45.3M———
Voleon Capital Management LP
N/A—172,753-172,753-100%$43.5M———
Fukoku Mutual Life Insurance Co
N/A—171,442-171,442-100%$43.1M———
Stratos Wealth Partners, Ltd.
N/A—168,592-168,592-100%$42.4M———
Arax Advisory Partners
N/A—164,897-164,897-100%$41.5M———
Employees Provident Fund Board
N/A—163,093-163,093-100%$41.0M———
Martingale Asset Management L P
N/A—160,685-160,685-100%$40.4M———
Prudential PLC
N/A—158,913-158,913-100%$40.0M———
Johnson Investment Counsel Inc
N/A—155,264-155,264-100%$39.1M———
North Star Asset Management Inc
N/A—154,788-154,788-100%$39.0M———
Distillate Capital Partners LLC
N/A—154,783-154,783-100%$38.9M———
Glenview Capital Management, LLC
N/A—148,913-148,913-100%$37.5M———
CSM Advisors, LLC
N/A—143,403-143,403-100%$36.1M———
Renaissance Group LLC
N/A—143,026-143,026-100%$36.0M———
Aptus Capital Advisors, LLC
N/A—142,030-142,030-100%$35.7M———
Stephens Inc
N/A—139,208-139,208-100%$35.1M———
Ingalls & Snyder LLC
N/A—135,858-135,858-100%$34.2M———
Atlantic Union Bankshares Corp
N/A—135,197-135,197-100%$34.0M———
Osterweis Capital Management Inc
N/A—134,915-134,915-100%$34.0M———
Omers Administration Corp
N/A—134,479-134,479-100%$33.8M———
Cary Street Partners Financial LLC
N/A—132,877-132,877-100%$33.4M———
Orion Porfolio Solutions, LLC
N/A—130,643-130,643-100%$32.9M———
Zuckerman Investment Group, LLC
N/A—129,804-129,804-100%$32.7M———
Brown Brothers Harriman & Co
N/A—127,844-127,844-100%$32.2M———
Rodgers Brothers Inc.
N/A—127,464-127,464-100%$32.1M———
Vestmark Advisory Solutions, Inc.
N/A—126,735-126,735-100%$31.9M———
Intesa Sanpaolo S.p.A.
N/A—124,267-124,267-100%$31.3M———
Saudi Central Bank
N/A—123,814-123,814-100%$31.2M———
Advisory Services Network, LLC
N/A—122,841-122,841-100%$30.9M———
Rothschild Investment LLC
N/A—122,435-122,435-100%$30.8M———
Hancock Whitney Corp
N/A—121,958-121,958-100%$30.7M———
World Investment Advisors
N/A—121,763-121,763-100%$26.6M———
Bruce & Co., Inc.
N/A—121,000-121,000-100%$30.4M———
Snowden Capital Advisors LLC
N/A—120,256-120,256-100%$30.3M———
First Long Island Investors, LLC
N/A—118,244-118,244-100%$29.8M———
Northwest & Ethical Investments L.P.
N/A—118,057-118,057-100%$29.7M———
Mediolanum International Funds Ltd
N/A—117,411-117,411-100%$29.9M———
Bartlett & Co. Wealth Management LLC
N/A—116,898-116,898-100%$29.4M———
Insigneo Advisory Services, LLC
N/A—115,953-115,953-100%$29.2M———
Brevan Howard Capital Management LP
N/A—115,264-115,264-100%$29.0M———
Dearborn Partners LLC
N/A—114,591-114,591-100%$28.8M———
Capital International Sarl
N/A—113,870-113,870-100%$28.7M———
Claret Asset Management Corp
N/A—113,664-113,664-100%$28.6M———
Daiichi Life Insurance Co., Ltd.
N/A—113,568-113,568-100%$28.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—113,217-113,217-100%$28.5M———
Kentucky Retirement Systems
N/A—111,842-111,842-100%$28.1M———
Bridgeway Capital Management, LLC
N/A—109,543-109,543-100%$27.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—109,397-109,397-100%$27.5M———
Nomura Holdings Inc
N/A—109,358-109,358-100%$27.5M———
Gotham Asset Management, LLC
N/A—108,867-108,867-100%$27.4M———
Tiaa Wealth Investment Management LLC
N/A—108,445-108,445-100%$27.3M———
Silvercrest Asset Management Group LLC
N/A—108,246-108,246-100%$27.2M———
Whittier Trust Co of Nevada Inc
N/A—107,921-107,921-100%$27.5M———
Norinchukin Bank, The
N/A—107,762-107,762-100%$27.1M———
Alley Investment Management Company, LLC
N/A—107,568-107,568-100%$27.1M———
Guardian Capital LP
N/A—105,866-105,866-100%$26.6M———
Flputnam Investment Management Co
N/A—105,545-105,545-100%$26.6M———
Miramar Capital, LLC
N/A—104,867-104,867-100%$26.4M———
Schonfeld Strategic Advisors LLC
N/A—104,287-104,287-100%$26.2M———
Horizon Investments, LLC
N/A—103,457-103,457-100%$25.8M———
IEQ Capital, LLC
N/A—102,081-102,081-100%$35.4M———
Mayflower Financial Advisors, LLC
N/A—101,672-101,672-100%$25.6M———
Hikari Tsushin, Inc.
N/A—101,443-101,443-100%$25.5M———
Azimuth Capital Investment Management LLC
N/A—101,361-101,361-100%$25.5M———
Brandywine Trust Co
N/A—100,852-100,852-100%$25.4M———
Venturi Wealth Management, LLC
N/A—100,019-100,019-100%$25.2M———
Meeder Asset Management Inc
N/A—98,512-98,512-100%$24.8M———
Systematic Alpha Investments, LLC
N/A—98,285-98,285-100%$24.7M———
Howe & Rusling Inc
N/A—97,901-97,901-100%$24.6M———
Rhenman & Partners Asset Management AB
N/A—96,775-96,775-100%$24.4M———
Equitable Holdings, Inc.
N/A—95,431-95,431-100%$24.0M———
Sequoia Financial Advisors, LLC
N/A—94,884-94,884-100%$23.9M———
Meiji Yasuda Asset Management Co Ltd.
N/A—94,867-94,867-100%$23.9M———
Summit Financial, LLC
N/A—93,109-93,109-100%$23.4M———
Bleakley Financial Group, LLC
N/A—92,109-92,109-100%$23.2M———
Independent Advisor Alliance
N/A—91,394-91,394-100%$23.0M———
Stillwater Capital Advisors, LLC
N/A—89,325-89,325-100%$22.5M———
Envestnet Portfolio Solutions, Inc.
N/A—89,324-89,324-100%$22.5M———
Banque Cantonale Vaudoise
N/A—89,306-89,306-100%$22.5M———
Curi Capital, LLC
N/A—88,110-88,110-100%$22.2M———
Advisors Asset Management, Inc.
N/A—87,496-87,496-100%$22.0M———
Lombard Odier Asset Management (Switzerland) SA
N/A—86,558-86,558-100%$21.8M———
Resources Management Corp
N/A—85,694-85,694-100%$21.6M———
Manning & Napier Advisors LLC
N/A—85,352-85,352-100%$21.7M———
Financial Engines Advisors L.L.C.
N/A—83,818-83,818-100%$21.1M———
Allianz SE
N/A—83,772-83,772-100%$21.1M———
Metis Global Partners, LLC
N/A—82,938-82,938-100%$20.9M———
Capital Wealth Planning, LLC
N/A—82,790-82,790-100%$20.8M———
Clearbridge Investments, LLC
N/A—82,422-82,422-100%$20.7M———
Haverford Trust Co
N/A—80,847-80,847-100%$20.3M———
Connors Investor Services Inc
N/A—80,288-80,288-100%$20.2M———
Evercore Wealth Management, LLC
N/A—79,804-79,804-100%$20.1M———
LMR Partners LLP
N/A—79,736-79,736-100%$20.1M———
Modern Wealth Management, LLC
N/A—79,725-79,725-100%$20.1M———
Madison Asset Management, LLC
N/A—79,651-79,651-100%$20.0M———
BNP Paribas
N/A—79,596-79,596-100%$20.0M———
McMillan Office, Inc.
N/A—78,610-78,610-100%$19.8M———
IHT Wealth Management, LLC
N/A—78,550-78,550-100%$19.8M———
Logan Capital Management Inc
N/A—77,182-77,182-100%$19.4M———
Zevin Asset Management LLC
N/A—76,892-76,892-100%$19.3M———
Advisory Research Inc
N/A—76,085-76,085-100%$19.1M———
BTC Capital Management, Inc.
N/A—75,841-75,841-100%$19.1M———
Biondo Investment Advisors, LLC
N/A—75,667-75,667-100%$19.0M———
Bragg Financial Advisors, Inc
N/A—73,634-73,634-100%$18.5M———
CCM Investment Advisers LLC
N/A—73,525-73,525-100%$18.5M———
Global Retirement Partners, LLC
N/A—73,217-73,217-100%$18.4M———
Robinhood Asset Management, LLC
N/A—72,406-72,406-100%$18.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—71,949-71,949-100%$18.1M———
Vestcor Inc
N/A—71,946-71,946-100%$18.1M———
EFG International AG
N/A—71,881-71,881-100%$18.1M———
Kingsview Wealth Management, LLC
N/A—71,689-71,689-100%$18.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—71,684-71,684-100%$18.0M———
Choate Investment Advisors
N/A—71,634-71,634-100%$18.0M———
Laffer Tengler Investments, Inc.
N/A—71,440-71,440-100%$18.0M———
Cinctive Capital Management LP
N/A—71,352-71,352-100%$18.0M———
Palisade Capital Management, LP
N/A—70,905-70,905-100%$17.8M———
Boston Family Office LLC
N/A—69,593-69,593-100%$17.5M———
Regal Investment Advisors LLC
N/A—69,318-69,318-100%$17.4M———
Mufg Securities Emea plc
N/A—69,153-69,153-100%$17.4M———
ST Germain D J Co Inc
N/A—68,593-68,593-100%$17.3M———
Fort Sheridan Advisors LLC
N/A—68,432-68,432-100%$17.2M———
Mirova
N/A—68,391-68,391-100%$17.2M———
Composition Wealth, LLC
N/A—67,878-67,878-100%$17.1M———
Fred Alger Management, LLC
N/A—67,742-67,742-100%$17.0M———
Wealthspire Advisors, LLC
N/A—67,367-67,367-100%$17.0M———
Longaeva Partners L.P.
N/A—67,093-67,093-100%$16.9M———
Summit Trail Advisors, LLC
N/A—66,840-66,840-100%$16.8M———
NorthRock Partners, LLC
N/A—66,702-66,702-100%$16.8M———
OneDigital Investment Advisors LLC
N/A—66,679-66,679-100%$16.8M———
Edgar Lomax Co
N/A—66,103-66,103-100%$16.6M———
Oddo BHF Asset Management SAS
N/A—66,070-66,070-100%$16.6M———
Park Circle Co
N/A—65,895-65,895-100%$16.6M———
Arkadios Wealth Advisors
N/A—65,660-65,660-100%$16.5M———
Rathbones Group PLC
N/A—65,288-65,288-100%$16.4M———
Westwood Holdings Group Inc
N/A—64,839-64,839-100%$16.3M———
Kennedy Capital Management LLC
N/A—64,782-64,782-100%$16.3M———
First American Trust, FSB
N/A—64,713-64,713-100%$16.3M———
Atle Fund Management AB
N/A—64,325-64,325-100%$16.2M———
Entropy Technologies, LP
N/A—64,317-64,317-100%$16.2M———
Aristotle Capital Management, LLC
N/A—63,964-63,964-100%$16.1M———
Strategic Wealth Partners, Ltd.
N/A—63,589-63,589-100%$16.0M———
Worldquant Millennium Advisors LLC
N/A—63,364-63,364-100%$15.9M———
Caprock Group, LLC
N/A—62,909-62,909-100%$15.8M———
Coastal Bridge Advisors, LLC
N/A—61,434-61,434-100%$15.5M———
Empirical Finance, LLC
N/A—61,181-61,181-100%$15.4M———
Integrated Wealth Concepts LLC
N/A—61,107-61,107-100%$15.4M———
Douglass Winthrop Advisors, LLC
N/A—61,088-61,088-100%$15.4M———
Savvy Advisors, Inc.
N/A—60,465-60,465-100%$15.2M———
Arvest Bank Trust Division
N/A—60,049-60,049-100%$15.1M———
Osprey Private Wealth LLC
N/A—60,006-60,006-100%$15.1M———
Rheos Capital Works Inc.
N/A—60,000-60,000-100%$15.1M———
RiverFront Investment Group, LLC
N/A—59,624-59,624-100%$15.0M———
Callan Family Office, LLC
N/A—58,732-58,732-100%$14.8M———
Novare Capital Management LLC
N/A—58,708-58,708-100%$14.8M———
Abacus FCF Advisors LLC
N/A—58,634-58,634-100%$14.8M———
Sound View Wealth Advisors Group, LLC
N/A—58,534-58,534-100%$14.7M———
Borer Denton & Associates, Inc.
N/A—58,459-58,459-100%$14.7M———
Stock Yards Bank & Trust Co
N/A—57,998-57,998-100%$14.6M———
Foster & Motley Inc
N/A—57,981-57,981-100%$14.6M———
Siemens Fonds Invest GmbH
N/A—57,804-57,804-100%$14.5M———
Shelter Mutual Insurance Co
N/A—56,925-56,925-100%$14.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—56,647-56,647-100%$14.3M———
Osmosis Investment Management UK Ltd
N/A—56,423-56,423-100%$14.2M———
SIT Investment Associates Inc
N/A—56,249-56,249-100%$14.2M———
R.m.sincerbeaux Capital Management LLC
N/A—55,400-55,400-100%$13.9M———
Webster Bank, N. A.
N/A—54,925-54,925-100%$13.8M———
MainStreet Investment Advisors LLC
N/A—53,744-53,744-100%$13.5M———
BBR Partners, LLC
N/A—53,615-53,615-100%$13.5M———
Dakota Wealth Management
N/A—53,370-53,370-100%$13.4M———
Gabelli Funds LLC
N/A—53,250-53,250-100%$13.4M———
Mufg Securities Americas Inc.
N/A—53,213-53,213-100%$13.4M———
Simmons Bank
N/A—51,844-51,844-100%$13.0M———
Capital Group Private Client Services, Inc.
N/A—51,628-51,628-100%$13.0M———
Meeder Advisory Services, Inc.
N/A—51,588-51,588-100%$13.0M———
BFC Planning, Inc.
N/A—50,764-50,764-100%$12.8M———
Ossiam
N/A—50,502-50,502-100%$12.7M———
Weiss Asset Management LP
N/A—50,316-50,316-100%$12.7M———
Caisse DES Depots ET Consignations
N/A—50,000-50,000-100%$12.6M———
LGT Fund Management Co Ltd.
N/A—49,911-49,911-100%$12.6M———
Edmond de Rothschild Holding S.A.
N/A—49,869-49,869-100%$12.5M———
Ameritas Investment Partners, Inc.
N/A—49,206-49,206-100%$12.4M———
Red Door Wealth Management, LLC
N/A—48,414-48,414-100%$12.2M———
Boston Research & Management Inc
N/A—48,129-48,129-100%$12.1M———
Opal Capital LLC
N/A—47,900-47,900-100%$12.1M———
Foundations Investment Advisors, LLC
N/A—47,824-47,824-100%$12.0M———
Pettyjohn, Wood & White, Inc
N/A—47,788-47,788-100%$12.0M———
Texas Yale Capital Corp.
N/A—47,632-47,632-100%$12.0M———
Capital Fund Management S.A.
N/A—47,541-47,541-100%$12.0M———
Catalyst Funds Management Pty Ltd
N/A—47,019-47,019-100%$11.8M———
Sargent Investment Group, LLC
N/A—46,728-46,728-100%$11.8M———
First National Bank of Omaha
N/A—46,685-46,685-100%$11.8M———
Cumberland Partners Ltd
N/A—46,647-46,647-100%$11.7M———
CreativeOne Wealth, LLC
N/A—46,488-46,488-100%$11.7M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—46,413-46,413-100%$11.7M———
Edgewood Management LLC
N/A—45,542-45,542-100%$11.5M———
Van Hulzen Asset Management, LLC
N/A—45,296-45,296-100%$11.4M———
AR Asset Management Inc
N/A—45,226-45,226-100%$11.4M———
Bogart Wealth, LLC
N/A—45,098-45,098-100%$11.3M———
Principal Securities, Inc.
N/A—44,899-44,899-100%$11.3M———
Mairs & Power Inc
N/A—44,702-44,702-100%$11.2M———
Swisher Financial Concepts, Inc.
N/A—44,678-44,678-100%$11.2M———
Capital International LTD
N/A—44,477-44,477-100%$11.2M———
Lifeworks Advisors, LLC
N/A—43,751-43,751-100%$11.0M———
Loomis Sayles & Co L P
N/A—43,544-43,544-100%$11.0M———
Moneta Group Investment Advisors LLC
N/A—43,329-43,329-100%$10.9M———
Icon Wealth Advisors, LLC
N/A—43,276-43,276-100%$10.9M———
Rowlandmiller & Partners.adv
N/A—43,246-43,246-100%$10.9M———
American Money Management, LLC
N/A—43,177-43,177-100%$10.9M———
Impax Asset Management Group plc
N/A—43,138-43,138-100%$10.9M———
Arbor Trust Wealth Advisors, LLC
N/A—42,660-42,660-100%$10.7M———
Nicolet Bankshares Inc
N/A—42,391-42,391-100%$10.7M———
Ballentine Partners, LLC
N/A—42,284-42,284-100%$10.6M———
Shelton Capital Management
N/A—42,182-42,182-100%$10.6M———
Opus Investment Management Inc
N/A—41,700-41,700-100%$10.5M———
Saranac Partners Ltd
N/A—41,086-41,086-100%$10.4M———
MidFirst Bank
N/A—41,007-41,007-100%$10.3M———
Bellevue Group AG
N/A—40,476-40,476-100%$10.2M———
Hutner Capital Management Inc
N/A—40,013-40,013-100%$10.1M———
Xcelsior Advisor Partners LLC
N/A—39,935-39,935-100%$10.0M———
Focus Partners Advisor Solutions, LLC
N/A—39,485-39,485-100%$9.9M———
Trustmark Bank Trust Department
N/A—39,431-39,431-100%$9.9M———
Commerzbank Aktiengesellschaft
N/A—39,227-39,227-100%$9.9M———
Ausdal Financial Partners, Inc.
N/A—39,096-39,096-100%$9.8M———
Tower Bridge Advisors
N/A—38,900-38,900-100%$9.8M———
PFG Investments, LLC
N/A—38,855-38,855-100%$9.8M———
Titan Wealth (CI) Ltd
N/A—38,717-38,717-100%$9.7M———
Fidelis Capital Partners, LLC
N/A—38,686-38,686-100%$9.7M———
Argo Wealth Advisory, LLC
N/A—38,686-38,686-100%$9.7M———
Keynote Financial Services LLC
N/A—38,262-38,262-100%$9.6M———
Menlo Advisors LLC
N/A—38,102-38,102-100%$9.6M———
Cambridge Financial Group, Inc.
N/A—38,026-38,026-100%$9.6M———
Vanguard National Trust Co
N/A—37,780-37,780-100%$9.5M———
Seaview Investment Managers LLC
N/A—37,773-37,773-100%$9.5M———
Trajan Wealth LLC
N/A—37,545-37,545-100%$9.4M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—37,181-37,181-100%$9.4M———
Performance Wealth Partners, LLC
N/A—37,161-37,161-100%$9.4M———
Zhang Financial LLC
N/A—37,000-37,000-100%$9.3M———
Calydon Capital
N/A—36,761-36,761-100%$9.3M———
Smartleaf Asset Management LLC
N/A—36,739-36,739-100%$9.3M———
Hamilton Capital Partners Inc.
N/A—36,591-36,591-100%$9.2M———
Cambient Family Office, LLC
N/A—36,055-36,055-100%$9.1M———
Stratos Investment Management, LLC
N/A—35,937-35,937-100%$9.0M———
Kensington Investment Counsel, LLC
N/A—35,786-35,786-100%$9.0M———
Essex Financial Services, Inc.
N/A—35,746-35,746-100%$9.0M———
SlateStone Wealth, LLC
N/A—35,440-35,440-100%$8.9M———
PDT Partners, LLC
N/A—35,200-35,200-100%$8.9M———
P.A.W. Capital Corp
N/A—35,135-35,135-100%$8.8M———
Monetary Management Group Inc
N/A—35,105-35,105-100%$8.8M———
KCM Capital Inc
N/A—35,000-35,000-100%$8.8M———
St. Nicholas Private Asset Management, Inc
N/A—34,003-34,003-100%$8.6M———
Johnson Financial Group, Inc.
N/A—33,931-33,931-100%$8.5M———
Mutual Advisors, LLC
N/A—33,603-33,603-100%$8.5M———
Marietta Investment Partners LLC
N/A—33,376-33,376-100%$8.4M———
Gladstone Institutional Advisory LLC
N/A—33,122-33,122-100%$8.3M———
Hayek Kallen Investment Management
N/A—32,910-32,910-100%$8.3M———
Ameritas Advisory Services, LLC
N/A—32,773-32,773-100%$8.2M———
FAS Wealth Partners, Inc.
N/A—32,676-32,676-100%$8.2M———
Bluespring Wealth Management, LLC
N/A—32,457-32,457-100%$8.2M———
Baldwin Investment Management, LLC
N/A—31,297-31,297-100%$7.9M———
L & S Advisors Inc
N/A—30,958-30,958-100%$7.8M———
Alpine Woods Capital Investors, LLC
N/A—30,836-30,836-100%$7.8M———
Auxier Asset Management LLC
N/A—30,625-30,625-100%$7.7M———
Roundview Capital LLC
N/A—30,467-30,467-100%$7.7M———
Delta Asset Management LLC
N/A—30,429-30,429-100%$7.7M———
Townsquare Capital LLC
N/A—30,427-30,427-100%$7.7M———
Jackson, Grant Investment Advisers, Inc.
N/A—30,346-30,346-100%$7.6M———
Ostrum Asset Management
N/A—30,320-30,320-100%$7.6M———
Sphera Funds Management Ltd.
N/A—30,256-30,256-100%$7.6M———
Platinum Investment Management LTD
N/A—30,102-30,102-100%$7.6M———
Harvest Fund Management Co., Ltd
N/A—29,691-29,691-100%$7.5M———
Transcend Capital Advisors, LLC
N/A—29,656-29,656-100%$7.5M———
Roberts Glore & Co Inc
N/A—29,453-29,453-100%$7.4M———
River Road Asset Management, LLC
N/A—29,235-29,235-100%$7.4M———
Strategic Global Advisors, LLC
N/A—28,920-28,920-100%$7.3M———
PYA Waltman Capital, LLC
N/A—28,844-28,844-100%$7.3M———
Brooks, Moore & Associates, Inc.
N/A—28,842-28,842-100%$7.3M———
Seascape Capital Management
N/A—28,801-28,801-100%$7.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—28,706-28,706-100%$7.2M———
Navellier & Associates Inc
N/A—28,575-28,575-100%$7.2M———
Smith, Moore & Co.
N/A—28,543-28,543-100%$7.2M———
BTG Pactual Asset Management US LLC
N/A—28,406-28,406-100%$7.1M———
DCM Advisors, LLC
N/A—28,403-28,403-100%$7.1M———
Tower Research Capital LLC (TRC)
N/A—28,379-28,379-100%$7.1M———
Dorsey & Whitney Trust Co LLC
N/A—28,348-28,348-100%$7.1M———
Annandale Capital, LLC
N/A—28,032-28,032-100%$7.1M———
Centric Wealth Management
N/A—27,968-27,968-100%$5.8M———
Prosperity Consulting Group, LLC
N/A—27,908-27,908-100%$7.0M———
Bank of Hawaii
N/A—27,871-27,871-100%$7.0M———
Hilltop Holdings Inc.
N/A—27,734-27,734-100%$7.0M———
Morton Community Bank
N/A—27,370-27,370-100%$6.9M———
Concorde Financial Corp
N/A—27,358-27,358-100%$6.9M———
Syon Capital LLC
N/A—27,228-27,228-100%$6.9M———
Dark Forest Capital Management LP
N/A—26,935-26,935-100%$6.8M———
Schulhoff & Co Inc
N/A—26,880-26,880-100%$6.8M———
Spirepoint Private Client, LLC
N/A—26,767-26,767-100%$6.7M———
Intrust Bank NA
N/A—26,654-26,654-100%$6.7M———
Thomasville National Bank
N/A—26,575-26,575-100%$6.7M———
DF Dent & Co Inc
N/A—26,542-26,542-100%$6.7M———
1ST Source Bank
N/A—26,366-26,366-100%$6.6M———
Pallas Capital Advisors LLC
N/A—26,085-26,085-100%$6.6M———
Modus Advisors, LLC
N/A—25,712-25,712-100%$6.5M———
Kinloch Capital, LLC
N/A—25,696-25,696-100%$6.5M———
JPL Wealth Management, LLC
N/A—25,639-25,639-100%$6.5M———
Amica Mutual Insurance Co
N/A—25,538-25,538-100%$6.4M———
AssuredPartners Investment Advisors, LLC
N/A—25,321-25,321-100%$6.4M———
Empire Financial Management Company, LLC
N/A—25,222-25,222-100%$6.3M———
Colrain Capital LLC
N/A—25,047-25,047-100%$6.3M———
Vertex Planning Partners, LLC
N/A—24,972-24,972-100%$6.3M———
Longbow Finance SA
N/A—24,793-24,793-100%$6.2M———
South Dakota Investment Council
N/A—24,642-24,642-100%$6.2M———
F/m Investments LLC
N/A—24,521-24,521-100%$6.2M———
Bank OZK
N/A—24,330-24,330-100%$6.1M———
Oxbow Advisors, LLC
N/A—24,293-24,293-100%$6.1M———
Front Row Advisors LLC
N/A—24,207-24,207-100%$6.1M———
Private Wealth Asset Management, LLC
N/A—24,192-24,192-100%$6.1M———
Ramirez Asset Management, Inc.
N/A—23,922-23,922-100%$6.0M———
Pure Financial Advisors, LLC
N/A—23,887-23,887-100%$6.0M———
Walter & Keenan Wealth Management LLC
N/A—23,876-23,876-100%$6.0M———
New England Asset Management Inc
N/A—23,851-23,851-100%$6.0M———
Mokan Wealth Management Inc.
N/A—23,835-23,835-100%$6.0M———
Forum Finance Group S.A.
N/A—23,745-23,745-100%$4.8K———
Holderness Investments Co
N/A—23,463-23,463-100%$5.9M———
Waterloo Capital, L.P.
N/A—23,335-23,335-100%$5.9M———
Union Heritage Capital, LLC
N/A—23,281-23,281-100%$5.9M———
Fiduciary Group, LLC
N/A—23,252-23,252-100%$5.9M———
Rothschild Wealth LLC
N/A—23,241-23,241-100%$5.8M———
Birmingham Capital Management Co Inc
N/A—23,240-23,240-100%$5.8M———
First National Advisers, LLC
N/A—23,174-23,174-100%$5.8M———
Tradition Wealth Management, LLC
N/A—23,062-23,062-100%$5.8M———
E Fund Management Co., Ltd.
N/A—22,856-22,856-100%$5.8M———
Hemenway Trust Co LLC
N/A—22,641-22,641-100%$5.7M———
Kovack Advisors, Inc.
N/A—22,380-22,380-100%$5.6M———
Keebeck Wealth Management
N/A—22,005-22,005-100%$5.5M———
Hamilton Wealth, LLC
N/A—21,955-21,955-100%$5.5M———
Beacon Harbor Wealth Advisors, Inc.
N/A—21,874-21,874-100%$5.5M———
Heartland Bank & Trust Co
N/A—21,482-21,482-100%$5.4M———
Southeast Asset Advisors, LLC
N/A—21,450-21,450-100%$5.4M———
Wealth Alliance, LLC
N/A—21,367-21,367-100%$5.4M———
Glen Eagle Advisors, LLC
N/A—21,140-21,140-100%$5.3M———
Te Ahumairangi Investment Management Ltd
N/A—21,083-21,083-100%$5.3M———
Naviter Wealth, LLC
N/A—21,065-21,065-100%$5.3M———
Kintra Wealth, LLC
N/A—20,908-20,908-100%$5.2M———
Mark Sheptoff Financial Planning, LLC
N/A—20,810-20,810-100%$5.2M———
Hillsdale Investment Management Inc.
N/A—20,698-20,698-100%$5.2M———
Barnett & Company, Inc.
N/A—20,517-20,517-100%$5.2M———
Ceeto Capital Group, LLC
N/A—20,290-20,290-100%$5.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—20,243-20,243-100%$5.1M———
Dynasty Wealth Management, LLC
N/A—20,177-20,177-100%$5.1M———
Mubadala Investment Co Pjsc
N/A—20,084-20,084-100%$5.1M———
Barbara Oil Co.
N/A—20,000-20,000-100%$5.0M———
Checchi Capital Advisers, LLC
N/A—19,940-19,940-100%$5.0M———
Frec Markets, Inc.
N/A—19,777-19,777-100%$5.0M———
Hodges Capital Management Inc.
N/A—19,642-19,642-100%$4.9M———
Sumitomo Life Insurance Co
N/A—19,641-19,641-100%$4.9M———
DoubleLine ETF Adviser LP
N/A—19,587-19,587-100%$4.9M———
SageGuard Financial Group, LLC
N/A—19,387-19,387-100%$4.9M———
Tulsa Wealth Advisors, Inc
N/A—19,352-19,352-100%$4.9M———
Spartan Wealth Advisory Services LLC
N/A—19,290-19,290-100%$4.9M———
Cofg Advisors, LLC
N/A—19,067-19,067-100%$4.8M———
Providence Capital Advisors, LLC
N/A—18,952-18,952-100%$4.8M———
Meiji Yasuda Life Insurance Co
N/A—18,918-18,918-100%$4.8M———
Horizon Kinetics Asset Management LLC
N/A—18,887-18,887-100%$4.8M———
Orleans Capital Management Corp
N/A—18,649-18,649-100%$4.7M———
Counterweight Ventures, LLC
N/A—18,646-18,646-100%$4.7M———
Trustco Bank Corp N Y
N/A—18,576-18,576-100%$4.7M———
Palogic Value Management, L.P.
N/A—18,505-18,505-100%$4.7M———
Cape COD Five Cents Savings Bank
N/A—18,419-18,419-100%$4.6M———
S&T Bank
N/A—18,356-18,356-100%$4.6M———
Stokes Family Office, LLC
N/A—18,285-18,285-100%$4.6M———
Clayton Partners LLC
N/A—18,246-18,246-100%$4.6M———
American Trust
N/A—18,211-18,211-100%$4.6M———
MWA Asset Management
N/A—18,170-18,170-100%$4.6M———
Round Rock Advisors LLC
N/A—18,032-18,032-100%$4.5M———
Davis R M Inc
N/A—18,009-18,009-100%$4.5M———
Mission Creek Capital Partners, Inc.
N/A—17,933-17,933-100%$887.3K———
Qtron Investments LLC
N/A—17,841-17,841-100%$4.5M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—17,700-17,700-100%$4.5M———
Beck Mack & Oliver LLC
N/A—17,645-17,645-100%$4.4M———
Wilkinson Global Asset Management LLC
N/A—17,542-17,542-100%$4.4M———
Tyche Wealth Partners LLC
N/A—17,400-17,400-100%$4.4M———
Prestige Wealth Management Group LLC
N/A—17,347-17,347-100%$4.4M———
Gateway Wealth Partners, LLC
N/A—17,158-17,158-100%$4.3M———
Cvfg LLC
N/A—17,137-17,137-100%$4.3M———
Mmbg Investment Advisors Co.
N/A—17,115-17,115-100%$4.3M———
FourThought Financial Partners, LLC
N/A—17,032-17,032-100%$4.3M———
Security National Bank of Sioux City Iowa
N/A—16,964-16,964-100%$4.3M———
Chilton Investment Co Inc.
N/A—16,964-16,964-100%$4.3M———
WCG Wealth Advisors LLC
N/A—16,882-16,882-100%$4.2M———
Magnolia Capital Advisors LLC
N/A—16,722-16,722-100%$4.2M———
Diamant Asset Management, Inc.
N/A—16,705-16,705-100%$4.2M———
Frazier Financial Advisors, LLC
N/A—16,576-16,576-100%$4.2M———
Spinnaker Trust
N/A—16,410-16,410-100%$4.1M———
Jaffetilchin Investment Partners, LLC
N/A—16,359-16,359-100%$4.1M———
Harbor Advisory Corp
N/A—16,357-16,357-100%$4.1M———
SageView Advisory Group, LLC
N/A—16,291-16,291-100%$4.1M———
Buckley Wealth Management, LLC
N/A—16,289-16,289-100%$4.1M———
Cozad Asset Management Inc
N/A—15,802-15,802-100%$4.0M———
Advyzon Investment Management, LLC
N/A—15,694-15,694-100%$3.9M———
Stratos Wealth Advisors, LLC
N/A—15,684-15,684-100%$3.9M———
Doheny Asset Management
N/A—15,594-15,594-100%$3.9M———
Becker Capital Management Inc
N/A—15,542-15,542-100%$3.9M———
Security National Bank of SO DAK
N/A—15,494-15,494-100%$3.9M———
Round Hill Asset Management
N/A—15,475-15,475-100%$3.9M———
Aimz Investment Advisors, LLC
N/A—15,376-15,376-100%$3.9M———
Delaney Dennis R
N/A—15,342-15,342-100%$3.9M———
Kapstone Financial Advisors LLC
N/A—15,264-15,264-100%$3.8M———
RB Capital Management, LLC
N/A—15,124-15,124-100%$3.8M———
X-Square Capital, LLC
N/A—14,964-14,964-100%$3.8M———
Notis-McConarty Edward
N/A—14,837-14,837-100%$3.7M———
Bearing Point Capital, LLC
N/A—14,798-14,798-100%$3.7M———
Verition Fund Management LLC
N/A—14,719-14,719-100%$3.7M———
GeoWealth Management, LLC
N/A—14,601-14,601-100%$3.7M———
Abbot Financial Management, Inc.
N/A—14,504-14,504-100%$3.6M———
VeraBank, N.A.
N/A—14,486-14,486-100%$3.6M———
South Street Advisors LLC
N/A—14,383-14,383-100%$3.6M———
Keystone Financial Group
N/A—14,346-14,346-100%$3.6M———
Berger Financial Group, Inc
N/A—14,283-14,283-100%$3.6M———
Greenwich Wealth Management LLC
N/A—14,267-14,267-100%$3.6M———
Strategic Investment Advisors / MI
N/A—14,165-14,165-100%$3.6M———
Itau Unibanco Holding S.A.
N/A—14,145-14,145-100%$3.6M———
Viawealth, LLC
N/A—14,024-14,024-100%$3.5M———
Broderick Brian C
N/A—14,011-14,011-100%$3.5M———
Integrated Investment Consultants, LLC
N/A—14,008-14,008-100%$3.5M———
Headlands Technologies LLC
N/A—13,821-13,821-100%$3.5M———
Goldstone Financial Group, LLC
N/A—13,814-13,814-100%$3.5M———
SCS Capital Management LLC
N/A—13,708-13,708-100%$3.4M———
O'Neil Global Advisors, Inc.
N/A—13,706-13,706-100%$3.4M———
Continuum Advisory, LLC
N/A—13,684-13,684-100%$3.4M———
Apriem Advisors
N/A—13,674-13,674-100%$3.4M———
Gamco Investors, Inc. ET AL
N/A—13,603-13,603-100%$3.4M———
Oversea-Chinese Banking Corp Ltd
N/A—13,597-13,597-100%$3.4M———
SWP Investment Management LLC
N/A—13,423-13,423-100%$3.4M———
Aviso Financial Inc.
N/A—13,386-13,386-100%$3.4M———
Centaurus Financial, Inc.
N/A—13,295-13,295-100%$3.3M———
Cornerstone Select Advisors, LLC
N/A—13,222-13,222-100%$3.3M———
Sunflower Bank, N.A.
N/A—13,106-13,106-100%$3.3M———
Farmers National Bank
N/A—13,102-13,102-100%$3.3M———
Main Street Financial Solutions, LLC
N/A—13,093-13,093-100%$3.3M———
Atlanta Consulting Group Advisors, LLC
N/A—13,055-13,055-100%$3.3M———
Mosaic Family Wealth Partners, LLC
N/A—13,033-13,033-100%$3.3M———
Rehmann Capital Advisory Group
N/A—12,987-12,987-100%$3.3M———
Broadwater Capital Management LLC
N/A—12,957-12,957-100%$3.3M———
Burnham & Co LLC
N/A—12,903-12,903-100%$3.2M———
Estabrook Capital Management
N/A—12,861-12,861-100%$3.2M———
Graham Capital Management, L.P.
N/A—12,752-12,752-100%$3.2M———
Wimmer Associates 1, LLC
N/A—12,574-12,574-100%$3.2M———
Kidder Stephen W
N/A—12,496-12,496-100%$3.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,440-12,440-100%$3.1M———
Gardner Russo & Quinn LLC
N/A—12,410-12,410-100%$3.1M———
OneAscent Financial Services LLC
N/A—12,396-12,396-100%$3.1M———
Sectoral Asset Management Inc
N/A—12,200-12,200-100%$3.1M———
One Capital Management, LLC
N/A—12,155-12,155-100%$2.6M———
Keel Point, LLC
N/A—11,997-11,997-100%$3.0M———
Harvest Investment Advisors, LLC
N/A—11,992-11,992-100%$3.0M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—11,928-11,928-100%$3.0M———
Guardian Wealth Advisors, LLC / NC
N/A—11,906-11,906-100%$3.0M———
Cambria Investment Management, L.P.
N/A—11,859-11,859-100%$3.0M———
Corsicana & Co.
N/A—11,827-11,827-100%$3.0M———
Bridgewater Associates, LP
N/A—11,775-11,775-100%$3.0M———
Ethos Financial Group, LLC
N/A—11,698-11,698-100%$3.0M———
Wellspring Financial Advisors, LLC
N/A—11,668-11,668-100%$2.9M———
Intellectus Partners, LLC
N/A—11,595-11,595-100%$2.9M———
CTC Alternative Strategies, Ltd.
N/A—11,400-11,400-100%$2.9M———
Twin Capital Management Inc
N/A—11,313-11,313-100%$2.8M———
LRI Investments, LLC
N/A—11,289-11,289-100%$2.8M———
IMA Advisory Services, Inc.
N/A—11,097-11,097-100%$2.8M———
Jensen Investment Management Inc
N/A—11,064-11,064-100%$2.8M———
PCM Encore, LLC
N/A—10,979-10,979-100%$2.8M———
Astoria Portfolio Advisors Llc.
N/A—10,976-10,976-100%$2.8M———
Alaethes Wealth, LLC
N/A—10,922-10,922-100%$2.7M———
Alongside, LLC
N/A—10,846-10,846-100%$2.7M———
49 Wealth Management, LLC
N/A—10,846-10,846-100%$2.7M———
Trivium Point Advisory, LLC
N/A—10,728-10,728-100%$2.7M———
Field & Main Bank
N/A—10,715-10,715-100%$2.7M———
Destination Wealth Management
N/A—10,699-10,699-100%$2.7M———
Quotient Wealth Partners, LLC
N/A—10,682-10,682-100%$2.7M———
SHP Wealth Management
N/A—10,526-10,526-100%$2.6M———
BSW Wealth Partners
N/A—10,424-10,424-100%$2.6M———
Dodge & COX
N/A—10,393-10,393-100%$2.6M———
Lighthouse Investment Partners, LLC
N/A—10,270-10,270-100%$2.6M———
Aspen Wealth Strategies, LLC
N/A—10,224-10,224-100%$2.6M———
Strait & Sound Wealth Management LLC
N/A—10,197-10,197-100%$2.6M———
New Age Alpha Advisors, LLC
N/A—10,167-10,167-100%$2.6M———
First Foundation Advisors
N/A—10,123-10,123-100%$2.5M———
Per Stirling Capital Management, Llc.
N/A—10,122-10,122-100%$2.5M———
Papamarkou Wellner Asset Management inc.
N/A—10,063-10,063-100%$2.2M———
Whalerock Point Partners, LLC
N/A—10,057-10,057-100%$2.5M———
Clark Capital Management Group, Inc.
N/A—10,043-10,043-100%$2.5M———
Baader Bank Aktiengesellschaft
N/A—10,017-10,017-100%$2.5M———
Klcm Advisors, Inc.
N/A—10,009-10,009-100%$2.5M———
Westpac Banking Corp
N/A—9,928-9,928-100%$2.5M———
Weaver C. Barksdale & Associates, Inc.
N/A—9,898-9,898-100%$2.5M———
Evelyn Partners Group Ltd
N/A—9,801-9,801-100%$2.5M———
L2 Asset Management, LLC
N/A—9,799-9,799-100%$2.5M———
Truvestments Capital LLC
N/A—9,790-9,790-100%$2.5M———
Advisory Alpha, LLC
N/A—9,774-9,774-100%$2.5M———
Main Street Research LLC
N/A—9,721-9,721-100%$2.4M———
Bridgewater Advisors Inc.
N/A—9,702-9,702-100%$2.4M———
Tiaa Trust, National Association
N/A—9,611-9,611-100%$2.4M———
Jump Financial, LLC
N/A—9,600-9,600-100%$2.4M———
Capital Group Investment Management Pte. Ltd.
N/A—9,584-9,584-100%$2.4M———
All Terrain Financial Advisors, LLC
N/A—9,550-9,550-100%$2.4M———
Eldridge Investment Advisors, Inc.
N/A—9,540-9,540-100%$2.4M———
Onex Canada Asset Management Inc.
N/A—9,470-9,470-100%$2.4M———
HHM Wealth Advisors, LLC
N/A—9,421-9,421-100%$2.4M———
one8zero8, LLC
N/A—9,418-9,418-100%$2.4M———
Aventura Private Wealth, LLC
N/A—9,370-9,370-100%$2.4M———
Patron Partners, LLC
N/A—9,349-9,349-100%$2.4M———
Systematic Financial Management LP
N/A—9,300-9,300-100%$2.3M———
Headinvest, LLC
N/A—9,300-9,300-100%$2.3M———
Aberdeen Wealth Management LLC
N/A—9,276-9,276-100%$2.3M———
Tiemann Investment Advisors, LLC
N/A—9,227-9,227-100%$2.3M———
North Dallas Bank & Trust Co
N/A—9,159-9,159-100%$2.3M———
Athena Investment Management
N/A—9,063-9,063-100%$2.3M———
Cary Street Partners Investment Advisory LLC
N/A—9,052-9,052-100%$2.3M———
Affinity Investment Advisors, LLC
N/A—8,898-8,898-100%$2.2M———
Widmann Financial Services, Inc.
N/A—8,843-8,843-100%$2.2M———
Royal Capital Wealth Management, LLC
N/A—8,842-8,842-100%$2.2M———
Puzo Michael J
N/A—8,766-8,766-100%$2.2M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—8,698-8,698-100%$2.2M———
V2 Financial group LLC
N/A—8,694-8,694-100%$2.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,670-8,670-100%$2.2M———
Marble Wealth, LLC
N/A—8,657-8,657-100%$2.2M———
Proficio Capital Partners LLC
N/A—8,651-8,651-100%$2.2M———
Vaughan Nelson Investment Management, L.P.
N/A—8,635-8,635-100%$2.2M———
Kera Capital Partners, Inc.
N/A—8,604-8,604-100%$2.2M———
Meadowbrook Advisors Group, LLC
N/A—8,522-8,522-100%$2.1M———
Stonebrook Private Inc.
N/A—8,522-8,522-100%$2.1M———
Transamerica Financial Advisors, LLC
N/A—8,498-8,498-100%$2.1M———
Significant Wealth Partners LLC
N/A—8,485-8,485-100%$2.1M———
Crews Bank & Trust
N/A—8,457-8,457-100%$2.1M———
Safe Harbor Fiduciary, LLC
N/A—8,362-8,362-100%$2.1M———
Hexagon Capital Partners LLC
N/A—8,314-8,314-100%$2.1M———
Walleye Trading LLC
N/A—8,267-8,267-100%$2.1M———
LaSalle St. Investment Advisors, LLC
N/A—8,240-8,240-100%$2.1M———
Triton Financial Group Inc
N/A—8,217-8,217-100%$2.1M———
MJP Associates Inc
N/A—8,151-8,151-100%$2.1M———
Orion Capital Management LLC
N/A—8,139-8,139-100%$2.0M———
Brookwood Investment Group LLC
N/A—8,092-8,092-100%$2.0M———
Drake & Associates, LLC
N/A—8,068-8,068-100%$2.0M———
Fortis Capital Management LLC
N/A—8,042-8,042-100%$2.0M———
Atalanta Sosnoff Capital, LLC
N/A—7,988-7,988-100%$2.0M———
Schrum Private Wealth Management LLC
N/A—7,975-7,975-100%$1.4M———
Mendel Capital Management LLC
N/A—7,949-7,949-100%$2.0M———
Lcnb Corp
N/A—7,943-7,943-100%$2.0M———
JT Stratford LLC
N/A—7,918-7,918-100%$2.0M———
Algert Global LLC
N/A—7,917-7,917-100%$2.0M———
Westfield Capital Management Co LP
N/A—7,854-7,854-100%$2.0M———
TRB Wealth Management, LLC
N/A—7,827-7,827-100%$2.0M———
Quest Investment Management LLC
N/A—7,824-7,824-100%$2.0M———
Colonial Trust Co / SC
N/A—7,817-7,817-100%$2.0M———
Kelly Lawrence W & Associates Inc
N/A—7,791-7,791-100%$2.0M———
NCM Capital Management, LLC
N/A—7,769-7,769-100%$2.0M———
National Philanthropic Trust
N/A—7,742-7,742-100%$1.9M———
Ark Wealth Advisors LLC
N/A—7,740-7,740-100%$1.9M———
Basecamp Wealth Advisors LLC
N/A—7,722-7,722-100%$1.9M———
Berkeley Capital Partners, LLC
N/A—7,720-7,720-100%$1.9M———
Sagewood Asset Management LP
N/A—7,717-7,717-100%$1.9M———
Alta Wealth Advisors LLC
N/A—7,697-7,697-100%$1.9M———
Stance Capital LLC
N/A—7,664-7,664-100%$1.9M———
Richard W. Paul & Associates, LLC
N/A—7,599-7,599-100%$1.9M———
LOM Asset Management Ltd
N/A—7,594-7,594-100%$1.9M———
Phillips Wealth Planners LLC
N/A—7,574-7,574-100%$1.9M———
First Commonwealth Financial Corp
N/A—7,565-7,565-100%$1.9M———
Frisch Financial Group, Inc.
N/A—7,562-7,562-100%$1.9M———
Fort Point Capital Partners LLC
N/A—7,549-7,549-100%$1.9M———
NorthCoast Asset Management LLC
N/A—7,535-7,535-100%$1.9M———
Defiance ETFs, LLC
N/A—7,506-7,506-100%$1.9M———
Allred Capital Management, LLC
N/A—7,426-7,426-100%$1.9M———
Gilbert & Cook, Inc.
N/A—7,382-7,382-100%$1.9M———
Hills Bank & Trust Co
N/A—7,303-7,303-100%$1.8M———
Kiley Juergens Wealth Management, LLC
N/A—7,258-7,258-100%$1.8M———
Mayport, LLC
N/A—7,247-7,247-100%$1.8M———
Old North State Trust, LLC
N/A—7,158-7,158-100%$1.8M———
Fi3 Financial Advisors, LLC
N/A—7,080-7,080-100%$642.4K———
Reliant Investment Partners, LLC
N/A—7,057-7,057-100%$1.8M———
Capital Analysts, LLC
N/A—7,055-7,055-100%$1.8M———
Fairfield, Bush & Co.
N/A—7,031-7,031-100%$1.8M———
Basepoint Wealth LLC
N/A—6,960-6,960-100%$1.8M———
Dover Advisors, LLC
N/A—6,944-6,944-100%$1.6M———
Liberty Wealth Management LLC
N/A—6,939-6,939-100%$1.5M———
Fiduciary Financial Advisors
N/A—6,906-6,906-100%$1.8M———
Aureus Asset Management, LLC
N/A—6,899-6,899-100%$1.7M———
Evolve Private Wealth, LLC
N/A—6,889-6,889-100%$1.7M———
Everpar Advisors LLC
N/A—6,863-6,863-100%$1.7M———
Concentric Capital Strategies, LP
N/A—6,825-6,825-100%$1.7M———
Somerset Group LLC
N/A—6,803-6,803-100%$1.7M———
Wealth Management Associates, Inc.
N/A—6,759-6,759-100%$1.7M———
Sand Hill Global Advisors, LLC
N/A—6,617-6,617-100%$1.7M———
Select Asset Management & Trust
N/A—6,500-6,500-100%$1.6M———
GWN Securities Inc.
N/A—6,415-6,415-100%$1.6M———
Rogco, LP
N/A—6,390-6,390-100%$1.6M———
South Plains Financial, Inc.
N/A—6,346-6,346-100%$1.6M———
Dempze Nancy E
N/A—6,336-6,336-100%$1.6M———
Elgethun Capital Management
N/A—6,305-6,305-100%$1.6M———
Winning Points Advisors, LLC
N/A—6,304-6,304-100%$1.6M———
Faithward Advisors, LLC
N/A—6,192-6,192-100%$1.6M———
Legato Capital Management LLC
N/A—6,182-6,182-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—6,161-6,161-100%$1.6M———
Orion Investment Co
N/A—6,102-6,102-100%$1.5M———
Lbmc Investment Advisors, LLC
N/A—6,092-6,092-100%$1.5M———
United Bank
N/A—6,081-6,081-100%$1.5M———
FLC Capital Advisors
N/A—6,063-6,063-100%$1.5M———
AFT, Forsyth & Company, Inc.
N/A—6,023-6,023-100%$1.5M———
Evernest Financial Advisors, LLC
N/A—6,010-6,010-100%$1.5M———
Prepared Retirement Institute LLC
N/A—5,962-5,962-100%$1.5M———
Westbourne Investments, Inc.
N/A—5,955-5,955-100%$1.5M———
Resurgent Financial Advisors LLC
N/A—5,944-5,944-100%$1.5M———
Members Trust Co
N/A—5,893-5,893-100%$1.5M———
Banque Transatlantique SA
N/A—5,858-5,858-100%$1.5M———
Pgim Custom Harvest LLC
N/A—5,809-5,809-100%$1.5M———
T. Rowe Price Investment Management, Inc.
N/A—5,805-5,805-100%$1.5M———
Winthrop Partners - WNY, LLC
N/A—5,801-5,801-100%$1.5M———
Hollencrest Capital Management
N/A—5,785-5,785-100%$1.5M———
Chesapeake Asset Management LLC
N/A—5,763-5,763-100%$1.5M———
Sfmg, LLC
N/A—5,732-5,732-100%$1.4M———
Westmount Partners, LLC
N/A—5,727-5,727-100%$1.4M———
Range Advisory, LLC
N/A—5,721-5,721-100%$1.4M———
Ellenbecker Investment Group
N/A—5,702-5,702-100%$1.4M———
Cascades Capital Asset Management, LLC
N/A—5,690-5,690-100%$1.4M———
Wayfinding Financial, LLC
N/A—5,660-5,660-100%$1.4M———
Wrapmanager Inc
N/A—5,605-5,605-100%$1.4M———
Marex Group Ltd
N/A—5,599-5,599-100%$1.4M———
Empirical Asset Management, LLC
N/A—5,575-5,575-100%$1.4M———
Mrwm Advisors, LLC
N/A—5,570-5,570-100%$1.4M———
Gallagher Fiduciary Advisors, LLC
N/A—5,508-5,508-100%$1.4M———
First Western Trust Bank
N/A—5,491-5,491-100%$1.4M———
Wilson & Boucher Capital Management, LLC
N/A—5,490-5,490-100%$1.4M———
Callahan Advisors, LLC
N/A—5,488-5,488-100%$1.4M———
Element Wealth, LLC
N/A—5,482-5,482-100%$1.4M———
Northwest Bancshares, Inc.
N/A—5,470-5,470-100%$1.4M———
W1m Asset Management Ltd
N/A—5,460-5,460-100%$1.4M———
Chancellor Financial Group WB LP
N/A—5,451-5,451-100%$1.4M———
Signet Private Wealth LLC
N/A—5,267-5,267-100%$1.3M———
Somerville Kurt F
N/A—5,261-5,261-100%$1.3M———
BlackDiamond Wealth Management, LLC
N/A—5,233-5,233-100%$1.3M———
Elk River Wealth Management LLC
N/A—5,227-5,227-100%$1.3M———
Alteri Wealth LLC
N/A—5,225-5,225-100%$1.3M———
Rice Hall James & Associates, LLC
N/A—5,199-5,199-100%$1.3M———
Godshalk Welsh Capital Management, Inc.
N/A—5,181-5,181-100%$1.3M———
Everstar Asset Management, LLC
N/A—5,176-5,176-100%$1.3M———
Moment Partners, LLC
N/A—5,171-5,171-100%$1.3M———
Mattson Financial Services, LLC
N/A—5,144-5,144-100%$1.3M———
Menard Financial Group LLC
N/A—5,140-5,140-100%$1.3M———
Harvest Investment Services, LLC
N/A—5,125-5,125-100%$1.3M———
Miller Capital Partners, Inc.
N/A—5,112-5,112-100%$1.3M———
Slagle Financial, LLC
N/A—5,092-5,092-100%$1.3M———
FWL Investment Management, LLC
N/A—5,047-5,047-100%$1.3M———
Duncan Williams Asset Management, LLC
N/A—5,016-5,016-100%$1.3M———
Smart Money Group LLC
N/A—5,002-5,002-100%$1.3M———
Charter Research & Investment Group, Inc.
N/A—4,996-4,996-100%$1.3M———
Capasso Planning Partners LLC
N/A—4,987-4,987-100%$1.3M———
Vantus Wealth LLC
N/A—4,974-4,974-100%$1.3M———
Sompo Asset Management Co., Ltd.
N/A—4,960-4,960-100%$1.2M———
Stonebridge Financial Group, LLC
N/A—4,956-4,956-100%$1.2M———
Investment Advisory Group, LLC
N/A—4,940-4,940-100%$1.2M———
1248 Management, LLC
N/A—4,902-4,902-100%$1.2M———
CVA Family Office, LLC
N/A—4,882-4,882-100%$1.2M———
Keating Financial Advisory Services, Inc.
N/A—4,827-4,827-100%$1.2M———
Calton & Associates, Inc.
N/A—4,822-4,822-100%$1.2M———
Elm Partners Management LLC
N/A—4,815-4,815-100%$1.2M———
Cyber Hornet ETFs LLC
N/A—4,814-4,814-100%$1.2M———
Innovative Asset Advisors Group, LLC
N/A—4,797-4,797-100%$1.2M———
Broadleaf Partners, LLC
N/A—4,787-4,787-100%$1.2M———
PCB Capital LLC
N/A—4,763-4,763-100%$1.2M———
Lionhunter Capital Management, LLC
N/A—4,730-4,730-100%$1.2M———
Continental Investors Services, Inc.
N/A—4,727-4,727-100%$1.2M———
Fairview Capital Investment Management, LLC
N/A—4,712-4,712-100%$1.2M———
One Charles Private Wealth Services, LLC
N/A—4,710-4,710-100%$1.2M———
Blue Edge Capital, LLC
N/A—4,709-4,709-100%$1.2M———
Resolute Wealth Strategies, LLC
N/A—4,658-4,658-100%$1.2M———
Topsail Wealth Management, LLC
N/A—4,647-4,647-100%$1.2M———
Operose Advisors LLC
N/A—4,615-4,615-100%$1.2M———
CCG Wealth Management, LLC
N/A—4,612-4,612-100%$1.2M———
CacheTech Inc.
N/A—4,610-4,610-100%$1.2M———
Elefante Mark B
N/A—4,590-4,590-100%$1.2M———
Runnymede Capital Advisors, Inc.
N/A—4,581-4,581-100%$1.2M———
SOA Wealth Advisors, Llc.
N/A—4,566-4,566-100%$275.9K———
Summitry LLC
N/A—4,563-4,563-100%$1.1M———
Ascension Capital Advisors, Inc.
N/A—4,547-4,547-100%$1.1M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—4,500-4,500-100%$1.1M———
Clarendon Private LLC
N/A—4,478-4,478-100%$1.1M———
Lathrop Investment Management Co
N/A—4,355-4,355-100%$1.1M———
Redwood Investment Management, LLC
N/A—4,348-4,348-100%$1.1M———
WNY Asset Management, LLC
N/A—4,347-4,347-100%$1.1M———
Wealthquest Corp
N/A—4,335-4,335-100%$1.1M———
Bouchey Financial Group, Ltd.
N/A—4,326-4,326-100%$1.1M———
Stoneridge Investment Partners LLC
N/A—4,314-4,314-100%$1.1M———
Pitcairn Wealth Advisors LLC
N/A—4,269-4,269-100%$1.1M———
Constant Guidance Financial LLC
N/A—4,249-4,249-100%$1.1M———
Omnia Family Wealth, LLC
N/A—4,219-4,219-100%$1.1M———
Orographic Financial Advisors, LLC
N/A—4,211-4,211-100%$1.0K———
Bienville Capital Management, LLC
N/A—4,203-4,203-100%$1.1M———
CM Wealth Advisors LLC
N/A—4,201-4,201-100%$1.1M———
Tudor Financial Inc.
N/A—4,146-4,146-100%$1.0M———
Family Manage LLC
N/A—4,143-4,143-100%$1.0M———
Engineers Gate Manager LP
N/A—4,125-4,125-100%$1.0M———
Jackson Wealth Management, LLC
N/A—4,109-4,109-100%$1.0M———
Snowwater Investment Partners, LLC
N/A—4,107-4,107-100%$1.0M———
Yarger Wealth Strategies, LLC
N/A—4,106-4,106-100%$1.0M———
Retirement Planning Group, LLC / NY
N/A—4,079-4,079-100%$1.0M———
Dunhill Financial, LLC
N/A—4,061-4,061-100%$1.0M———
DV Trading LLC
N/A—4,052-4,052-100%$1.0M———
Seeds Investor LLC
N/A—4,040-4,040-100%$1.0M———
Knightsbridge Asset Management, LLC
N/A—4,023-4,023-100%$1.0M———
Tevis Investment Management
N/A—4,000-4,000-100%$1.0M———
Advance Capital Management, Inc.
N/A—3,978-3,978-100%$1.0M———
Sovereign Financial Group, Inc.
N/A—3,975-3,975-100%$1.0M———
Vega Investment Solutions
N/A—3,959-3,959-100%$996.2K———
New Republic Capital, LLC
N/A—3,936-3,936-100%$990.4K———
PSI Advisors, LLC
N/A—3,932-3,932-100%$989.5K———
City National Bank of Florida
N/A—3,915-3,915-100%$985.2K———
Capstone Financial Advisors, Inc.
N/A—3,914-3,914-100%$984.8K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—3,893-3,893-100%$979.6K———
Corient IA LP
N/A—3,877-3,877-100%$975.6K———
Intellus Advisors LLC
N/A—3,871-3,871-100%$974.1K———
Holocene Advisors, LP
N/A—3,855-3,855-100%$970.1K———
M. Kulyk & Associates, LLC
N/A—3,846-3,846-100%$967.7K———
US Asset Management LLC
N/A—3,842-3,842-100%$966.8K———
Ameriflex Group, Inc.
N/A—3,842-3,842-100%$966.9K———
Advocacy Wealth Management, LLC
N/A—3,814-3,814-100%$959.8K———
Richmond Brothers, Inc.
N/A—3,809-3,809-100%$958.5K———
Summit Wealth & Retirement Planning, Inc.
N/A—3,802-3,802-100%$956.7K———
Khazanah Nasional Berhad
N/A—3,780-3,780-100%$951.2K———
CoreFirst Bank & Trust
N/A—3,751-3,751-100%$943.9K———
IQ EQ Fund Management (Ireland) Ltd
N/A—3,743-3,743-100%$941.9K———
SummitTX Capital, L.P.
N/A—3,743-3,743-100%$941.9K———
Wealthspire Retirement, LLC
N/A—3,720-3,720-100%$936.1K———
Fortress Private Ledger, LLC
N/A—3,713-3,713-100%$934.4K———
McLaughlin Asset Management, Inc.
N/A—3,705-3,705-100%$932.4K———
Summit Wealth Partners, LLC
N/A—3,699-3,699-100%$930.8K———
Anchor Bay Capital, Inc.
N/A—3,689-3,689-100%$920.6K———
Waddell & Associates, LLC
N/A—3,688-3,688-100%$928.1K———
Madison Wealth Partners, Inc
N/A—3,685-3,685-100%$927.4K———
Clarion Wealth Managment Partners, LLC
N/A—3,674-3,674-100%$924.5K———
Avalon Trust Co
N/A—3,666-3,666-100%$922.5K———
Hilltop Partners LLC
N/A—3,659-3,659-100%$920.9K———
Parallax Volatility Advisers, L.P.
N/A—3,654-3,654-100%$919.5K———
EWA, LLC
N/A—3,645-3,645-100%$917.1K———
Prudent Investors Network, Inc.
N/A—3,636-3,636-100%$915.0K———
Parvin Asset Management, LLC
N/A—3,625-3,625-100%$912.2K———
Permanent Capital Management, LP
N/A—3,622-3,622-100%$911.5K———
Fiducient Advisors LLC
N/A—3,615-3,615-100%$909.7K———
Bantamac Capital, LLC
N/A—3,580-3,580-100%$900.9K———
GTS Securities LLC
N/A—3,574-3,574-100%$899.4K———
Z3 Capital Partners, LLC
N/A—3,564-3,564-100%$896.9K———
Coign Capital Advisors LLC
N/A—3,564-3,564-100%$896.9K———
Harbour Wealth Management Group, Inc.
N/A—3,543-3,543-100%$891.6K———
Accent Capital Management, LLC
N/A—3,530-3,530-100%$888.3K———
Credit Industriel ET Commercial
N/A—3,509-3,509-100%$883.0K———
Spectrum Investment Advisors, Inc.
N/A—3,508-3,508-100%$882.7K———
Neo Ivy Capital Management
N/A—3,502-3,502-100%$881.2K———
Allied Private Wealth LLC
N/A—3,490-3,490-100%$882.1K———
IFC Advisors LLC
N/A—3,488-3,488-100%$877.7K———
Peak Planning Group, LLC
N/A—3,487-3,487-100%$877.5K———
Alesco Advisors, LLC, An ESL Co
N/A—3,465-3,465-100%$871.9K———
Bernard Wealth Management Corp.
N/A—3,456-3,456-100%$869.7K———
WealthTrust Axiom LLC
N/A—3,441-3,441-100%$865.8K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,431-3,431-100%$863.0K———
Mcguire Capital Advisors Inc
N/A—3,431-3,431-100%$863.4K———
Ponta Wealth Partners, LLC
N/A—3,415-3,415-100%$859.4K———
Sonoma Private Wealth LLC
N/A—3,393-3,393-100%$853.7K———
Voya Financial Advisors, Inc.
N/A—3,390-3,390-100%$862.1K———
Four Tree Island Advisory LLC
N/A—3,384-3,384-100%$851.6K———
FSA Advisors, Inc.
N/A—3,382-3,382-100%$850.9K———
Wealthspan Partners, LLC
N/A—3,359-3,359-100%$845.3K———
Brogan Financial, Inc.
N/A—3,334-3,334-100%$838.9K———
Mason & Associates Inc
N/A—3,310-3,310-100%$832.8K———
UP Strategic Wealth Investment Advisors LLC
N/A—3,294-3,294-100%$811.0K———
Fund Advisors of America Inc
N/A—3,287-3,287-100%$827.3K———
Steigerwald, Gordon & Koch Inc.
N/A—3,270-3,270-100%$822.9K———
First Dallas Securities Inc.
N/A—3,265-3,265-100%$821.6K———
Allium Financial Advisors, LLC
N/A—3,258-3,258-100%$819.8K———
J. M. Brown & Associates Inc.
N/A—3,242-3,242-100%$815.8K———
NorthStar Asset Management LLC
N/A—3,204-3,204-100%$806.2K———
Balanced Wealth Group LLC
N/A—3,189-3,189-100%$802.5K———
Twin Peaks Wealth Advisors, LLC
N/A—3,187-3,187-100%$802.0K———
Goepper Burkhardt LLC
N/A—3,181-3,181-100%$800.6K———
KMT Wealth Management, LLC
N/A—3,178-3,178-100%$799.8K———
Adams Wealth Management
N/A—3,177-3,177-100%$799.5K———
Rexford Capital Inc
N/A—3,172-3,172-100%$798.2K———
Roehl & Yi Investment Advisors, LLC
N/A—3,171-3,171-100%$798.0K———
Capula Management Ltd
N/A—3,168-3,168-100%$797.2K———
Red Wave Investments LLC
N/A—3,146-3,146-100%$791.8K———
Schiavi & Co LLC
N/A—3,125-3,125-100%$786.3K———
FWG Holdings, LLC
N/A—3,122-3,122-100%$809.8K———
Intrepid Capital Management Inc
N/A—3,118-3,118-100%$784.6K———
Colonial Trust Advisors
N/A—3,104-3,104-100%$781.0K———
TCM Advisors, LLC
N/A—3,100-3,100-100%$780.1K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,072-3,072-100%$773.0K———
Circle Wealth Management, LLC
N/A—3,027-3,027-100%$761.7K———
Shepherd Kaplan Krochuk, LLC
N/A—3,026-3,026-100%$761.5K———
LifePlan Investment Advisors, Inc.
N/A—3,021-3,021-100%$760.2K———
Garrison Point Advisors, LLC
N/A—3,016-3,016-100%$758.9K———
Beaird Harris Wealth Management, LLC
N/A—3,016-3,016-100%$759.0K———
Financial Sense Advisors, Inc.
N/A—2,995-2,995-100%$753.6K———
Drucker Wealth 3.0, LLC
N/A—2,989-2,989-100%$752.2K———
Crewe Advisors LLC
N/A—2,981-2,981-100%$750.1K———
Core Alternative Capital
N/A—2,976-2,976-100%$748.9K———
HFG Advisors, Inc.
N/A—2,974-2,974-100%$748.4K———
Inspire Advisors, LLC
N/A—2,940-2,940-100%$739.4K———
Tradewinds, Llc.
N/A—2,930-2,930-100%$3.2M———
Granite Bay Wealth Management, LLC
N/A—2,929-2,929-100%$737.0K———
nVerses Capital, LLC
N/A—2,900-2,900-100%$729.8K———
Stonebridge Financial Group, LLC / MO
N/A—2,896-2,896-100%$728.7K———
Longfellow Investment Management Co LLC
N/A—2,882-2,882-100%$725.2K———
Planning Alternatives LTD
N/A—2,879-2,879-100%$724.5K———
Star Financial Bank
N/A—2,831-2,831-100%$712.4K———
PIN OAK Investment Advisors Inc
N/A—2,819-2,819-100%$709.0K———
OneAscent Family Office, LLC
N/A—2,819-2,819-100%$709.4K———
Lavaca Capital LLC
N/A—2,819-2,819-100%$709.4K———
Eaton Financial Holdings Company, LLC
N/A—2,813-2,813-100%$707.9K———
Northstar Financial Companies, Inc.
N/A—2,807-2,807-100%$706.3K———
Edentree Asset Management Ltd
N/A—2,800-2,800-100%$703.4K———
BOK Financial Private Wealth, Inc.
N/A—2,766-2,766-100%$696.0K———
Oxford Financial Group, Ltd. LLC
N/A—2,760-2,760-100%$694.6K———
Cahill Financial Advisors Inc
N/A—2,753-2,753-100%$692.9K———
Manhattan West Asset Management, LLC
N/A—2,708-2,708-100%$681.6K———
Severin Investments, LLC
N/A—2,676-2,676-100%$673.4K———
Talisman Wealth Advisors LLC
N/A—2,651-2,651-100%$667.2K———
Gambit Capital Management, LLC
N/A—2,640-2,640-100%$664.3K———
Sharp Wealth Advisory, LLC
N/A—2,622-2,622-100%$659.7K———
Morris Financial Concepts, Inc.
N/A—2,620-2,620-100%$659.3K———
Invst, LLC
N/A—2,618-2,618-100%$658.7K———
M3 Advisory Group, LLC
N/A—2,613-2,613-100%$657.5K———
Consilio Wealth Advisors, LLC
N/A—2,608-2,608-100%$656.4K———
Lakeridge Wealth Management LLC
N/A—2,603-2,603-100%$655.0K———
Aspire Growth Partners LLC
N/A—2,599-2,599-100%$654.1K———
One Wealth Advisors, LLC
N/A—2,596-2,596-100%$653.3K———
FFT Wealth Management LLC
N/A—2,595-2,595-100%$653.0K———
Riverview Trust Co
N/A—2,593-2,593-100%$652.5K———
Argent Advisors, Inc.
N/A—2,592-2,592-100%$652.2K———
Concorde Asset Management, LLC
N/A—2,581-2,581-100%$649.5K———
Tripletail Wealth Management, LLC
N/A—2,579-2,579-100%$673.3K———
Sienna Gestion
N/A—2,564-2,564-100%$659.3K———
Bruce G. Allen Investments, LLC
N/A—2,561-2,561-100%$644.4K———
Fortune Financial Advisors, LLC
N/A—2,542-2,542-100%$639.5K———
Libra Wealth LLC
N/A—2,536-2,536-100%$638.2K———
Fielder Capital Group LLC
N/A—2,532-2,532-100%$637.2K———
Maridea Wealth Management LLC
N/A—2,526-2,526-100%$635.6K———
Cascade Financial Partners, LLC
N/A—2,524-2,524-100%$635.1K———
Garden State Investment Advisory Services LLC
N/A—2,515-2,515-100%$632.5K———
O'rourke & Company, Inc
N/A—2,498-2,498-100%$628.8K———
Millstone Evans Group, LLC
N/A—2,498-2,498-100%$628.6K———
Fourth Dimension Wealth, LLC
N/A—2,496-2,496-100%$628.1K———
Capital Investment Management, Inc.
N/A—2,492-2,492-100%$627.0K———
Storgate, LLC
N/A—2,463-2,463-100%$619.8K———
Dock Street Asset Management Inc
N/A—2,449-2,449-100%$616.2K———
Bravera Wealth
N/A—2,446-2,446-100%$615.5K———
AXQ Capital, LP
N/A—2,437-2,437-100%$613.2K———
Steadtrust LLC
N/A—2,432-2,432-100%$611.9K———
Harris Associates L P
N/A—2,420-2,420-100%$609.0K———
New Insight Wealth Advisors
N/A—2,407-2,407-100%$605.7K———
Birchcreek Wealth Management, LLC
N/A—2,402-2,402-100%$604.4K———
WJ Financial Advisors LLC
N/A—2,390-2,390-100%$601.4K———
Palisades Hudson Asset Management, L.P.
N/A—2,384-2,384-100%$596.0K———
Seneca House Advisors
N/A—2,371-2,371-100%$596.6K———
Second Half Financial Partners, LLC
N/A—2,273-2,273-100%$572.0K———
Brave Asset Management Inc
N/A—2,272-2,272-100%$571.7K———
Bolthouse Investments, LLC
N/A—2,272-2,272-100%$571.7K———
Disciplined Investments, LLC
N/A—2,271-2,271-100%$571.5K———
Thompson David Blair
N/A—2,271-2,271-100%$571.5K———
Boothbay Fund Management, LLC
N/A—2,265-2,265-100%$570.0K———
Peak Retirement Planning, Inc.
N/A—2,253-2,253-100%$566.9K———
Aspen Grove Capital, LLC
N/A—2,252-2,252-100%$566.7K———
Bollard Group LLC
N/A—2,222-2,222-100%$559.0K———
Silver Coast Investments LLC
N/A—2,210-2,210-100%$556.1K———
VestGen Investment Management
N/A—2,210-2,210-100%$556.1K———
Valtrion Capital Management, LLC
N/A—2,167-2,167-100%$545.3K———
Wallace Capital Management Inc.
N/A—2,165-2,165-100%$544.8K———
KEB Asset Management, LLC
N/A—2,146-2,146-100%$540.0K———
Barnes Pettey Financial Advisors, LLC
N/A—2,142-2,142-100%$539.0K———
Miller Investment Management, LP
N/A—2,140-2,140-100%$538.5K———
Ballast Advisors LLC
N/A—2,140-2,140-100%$538.4K———
Signal Tree Financial Partners LLC
N/A—2,105-2,105-100%$529.6K———
Riverstone Advisors, LLC
N/A—2,094-2,094-100%$527.0K———
OneAscent Wealth Management LLC
N/A—2,078-2,078-100%$522.9K———
Brown Financial Advisors
N/A—2,070-2,070-100%$520.9K———
Hurricane Capital Advisors LLC
N/A—2,060-2,060-100%$518.4K———
Bannerstone Capital Management, LLC
N/A—2,046-2,046-100%$514.8K———
Beckerman Institutional, LLC
N/A—2,028-2,028-100%$510.3K———
LGT Financial Advisors LLC
N/A—2,022-2,022-100%$508.8K———
PAX Financial Group, LLC
N/A—2,019-2,019-100%$508.1K———
Paces Ferry Wealth Advisors, LLC
N/A—2,018-2,018-100%$507.8K———
Wallace Advisory Group, LLC
N/A—2,017-2,017-100%$507.6K———
Dash Acquisitions Inc.
N/A—2,006-2,006-100%$499.1K———
Betterment LLC
N/A—1,996-1,996-100%$502.0K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,986-1,986-100%$499.8K———
Alpha Financial Partners LLC
N/A—1,978-1,978-100%$497.9K———
FSB Premier Wealth Management, Inc.
N/A—1,978-1,978-100%$497.8K———
Beto Financial Group, LLC
N/A—1,974-1,974-100%$500.2K———
Bank of Marin
N/A—1,974-1,974-100%$496.7K———
Northwest Quadrant Wealth Management, LLC
N/A—1,972-1,972-100%$496.4K———
Pasadena Private Wealth, LLC
N/A—1,961-1,961-100%$493.6K———
Greenline Partners, LLC
N/A—1,955-1,955-100%$492.0K———
IAT Reinsurance Co Ltd.
N/A—1,948-1,948-100%$490.2K———
Game Plan Financial Advisors, LLC
N/A—1,946-1,946-100%$489.7K———
Gentry Private Wealth, LLC
N/A—1,936-1,936-100%$487.2K———
Jacobson & Schmitt Advisors, LLC
N/A—1,935-1,935-100%$486.9K———
Octavia Wealth Advisors, LLC
N/A—1,934-1,934-100%$486.7K———
FPC Investment Advisory, Inc.
N/A—1,910-1,910-100%$486.1K———
Daner Wealth Management, LLC
N/A—1,906-1,906-100%$478.1K———
Drexel Morgan & Co.
N/A—1,900-1,900-100%$478.1K———
Ogorek Anthony Joseph
N/A—1,878-1,878-100%$472.0K———
Medallion Wealth Advisors, LLC
N/A—1,877-1,877-100%$472.4K———
Jackson Thornton Wealth Management, LLC
N/A—1,874-1,874-100%$471.6K———
Petix & Botte Co
N/A—1,870-1,870-100%$470.6K———
Evergreen Wealth Partners LLC
N/A—1,866-1,866-100%$469.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,850-1,850-100%$465.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,839-1,839-100%$462.9K———
Axis Wealth Partners, LLC
N/A—1,832-1,832-100%$460.9K———
Generation Capital Management LLC
N/A—1,830-1,830-100%$460.5K———
George Kaiser Family Foundation
N/A—1,823-1,823-100%$458.7K———
Yukon Wealth Management, Inc.
N/A—1,822-1,822-100%$458.5K———
TriCert Investment Counsel Inc.
N/A—1,820-1,820-100%$458.0K———
Legacy Wealth Advisors, LLC
N/A—1,819-1,819-100%$457.7K———
Paragon Financial Partners, Inc.
N/A—1,798-1,798-100%$451.2K———
Acorns Advisers, LLC
N/A—1,790-1,790-100%$450.0K———
Christine Messmer PC
N/A—1,785-1,785-100%$449.1K———
Safeguard Investment Advisory Group, LLC
N/A—1,780-1,780-100%$448.0K———
Tower Wealth Partners, Inc.
N/A—1,770-1,770-100%$445.4K———
M1 Capital Management LLC
N/A—1,769-1,769-100%$445.1K———
44 Wealth Management LLC
N/A—1,769-1,769-100%$445.2K———
Prosperity Bancshares Inc
N/A—1,766-1,766-100%$444.4K———
Leigh Baldwin & Co., LLC
N/A—1,761-1,761-100%$443.2K———
Stansberry Asset Management, LLC
N/A—1,747-1,747-100%$439.6K———
CFO4Life Group, LLC
N/A—1,745-1,745-100%$439.1K———
Sandy Cove Advisors, LLC
N/A—1,740-1,740-100%$437.7K———
Prostatis Group LLC
N/A—1,736-1,736-100%$436.9K———
Pingora Partners LLC
N/A—1,705-1,705-100%$429.0K———
Joule Financial, LLC
N/A—1,704-1,704-100%$428.9K———
Cohen & Steers, Inc.
N/A—1,700-1,700-100%$428.0K———
Bulltick Wealth Management, LLC
N/A—1,699-1,699-100%$427.5K———
Lafayette Investments, Inc.
N/A—1,691-1,691-100%$425.5K———
Windsor Advisory Group, LLC
N/A—1,689-1,689-100%$425.0K———
Sivia Capital Partners, LLC
N/A—1,682-1,682-100%$423.3K———
Coastwise Capital Group, LLC
N/A—1,666-1,666-100%$419.1K———
WealthShield Partners, LLC
N/A—1,665-1,665-100%$419.0K———
Painted Porch Advisors LLC
N/A—1,664-1,664-100%$418.7K———
Westfuller Advisors, LLC
N/A—1,648-1,648-100%$414.8K———
Atlantic Family Wealth, LLC
N/A—1,643-1,643-100%$413.4K———
Cutler Capital Management, LLC
N/A—1,629-1,629-100%$409.9K———
Sonoma Allocations LLC
N/A—1,614-1,614-100%$404.4K———
Hobbs Group Advisors, LLC
N/A—1,609-1,609-100%$404.9K———
Group One Trading LLC
N/A—1,609-1,609-100%$404.9K———
Matrix Private Capital Group LLC
N/A—1,608-1,608-100%$404.6K———
Fullerton Fund Management Co Ltd.
N/A—1,603-1,603-100%$403.4K———
Wood Tarver Financial Group, LLC
N/A—1,602-1,602-100%$403.0K———
Cladis Investment Advisory, LLC
N/A—1,573-1,573-100%$395.8K———
WFA of San Diego, LLC
N/A—1,568-1,568-100%$393.3K———
Stonebridge Capital Advisors LLC
N/A—1,564-1,564-100%$393.4K———
Holistic Financial Partners
N/A—1,561-1,561-100%$392.8K———
Hudson Portfolio Management LLC
N/A—1,560-1,560-100%$392.6K———
Pine Harbor Wealth Management, LLC
N/A—1,536-1,536-100%$386.5K———
Sandro Wealth Management LLC
N/A—1,532-1,532-100%$385.4K———
LeClair Wealth Partners LLC
N/A—1,531-1,531-100%$385.2K———
Meridian Wealth Advisors, LLC
N/A—1,502-1,502-100%$377.9K———
American Financial Advisors, LLC
N/A—1,492-1,492-100%$375.6K———
Disciplined Investors, L.L.C.
N/A—1,492-1,492-100%$375.4K———
Private Capital Management, LLC
N/A—1,491-1,491-100%$375.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,491-1,491-100%$375.1K———
Iron Gate Global Advisors LLC
N/A—1,488-1,488-100%$374.4K———
Swan Global Investments, LLC
N/A—1,485-1,485-100%$373.7K———
KDT Advisors, LLC
N/A—1,482-1,482-100%$372.9K———
New World Advisors LLC
N/A—1,477-1,477-100%$371.7K———
Ames National Corp
N/A—1,465-1,465-100%$368.7K———
Avenir Corp
N/A—1,462-1,462-100%$367.9K———
1015 Capital Partners, LLC
N/A—1,450-1,450-100%$364.9K———
Vantage Point Financial LLC
N/A—1,442-1,442-100%$362.9K———
Parkwoods Wealth Partners, LLC
N/A—1,441-1,441-100%$362.5K———
Alexander Labrunerie & Co., Inc.
N/A—1,440-1,440-100%$362.5K———
Raffa Wealth Management, LLC
N/A—1,432-1,432-100%$360.3K———
Stembrook Asset Management, LLC
N/A—1,417-1,417-100%$356.6K———
Platform Wealth Management, LLC
N/A—1,409-1,409-100%$354.6K———
Beta Wealth Group, Inc.
N/A—1,400-1,400-100%$352.3K———
BLI - Banque de Luxembourg Investments
N/A—1,399-1,399-100%$356.5K———
Clare Market Investments LLC
N/A—1,398-1,398-100%$351.7K———
IAM Advisory, LLC
N/A—1,394-1,394-100%$350.7K———
Daybright Advisory Services, Inc.
N/A—1,391-1,391-100%$349.1K———
Financial Plan, Inc.
N/A—1,364-1,364-100%$343.2K———
Truepoint, Inc.
N/A—1,363-1,363-100%$343.0K———
Flow Traders U.S. LLC
N/A—1,352-1,352-100%$340.0K———
Gabelli & Co Investment Advisers, Inc.
N/A—1,350-1,350-100%$339.7K———
Planning Center, Inc.
N/A—1,343-1,343-100%$338.0K———
Horizon Bancorp Inc
N/A—1,338-1,338-100%$337.0K———
Prasad Wealth Partners, LLC
N/A—1,338-1,338-100%$336.8K———
SSI Investment Management LLC
N/A—1,334-1,334-100%$335.7K———
Byrne Financial Freedom, LLC
N/A—1,327-1,327-100%$334.0K———
Cauble & Harre Wealth Management, Inc.
N/A—1,327-1,327-100%$333.8K———
Sequent Planning LLC
N/A—1,325-1,325-100%$333.5K———
Payne Capital LLC
N/A—1,321-1,321-100%$332.5K———
Walleye Capital LLC
N/A—1,321-1,321-100%$332.4K———
Golden Road Advisors LLC
N/A—1,311-1,311-100%$329.9K———
Second Line Capital, LLC
N/A—1,307-1,307-100%$328.9K———
Rialto Wealth Management, LLC
N/A—1,306-1,306-100%$328.6K———
Bellars Harris Wealth Management, LLC
N/A—1,300-1,300-100%$327.1K———
EQ Wealth Advisors, LLC
N/A—1,300-1,300-100%$327.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,288-1,288-100%$324.1K———
Pursue Wealth Partners LLC
N/A—1,281-1,281-100%$322.4K———
Custos Family Office, LLC
N/A—1,279-1,279-100%$321.8K———
Strategies Wealth Advisors, LLC
N/A—1,277-1,277-100%$321.4K———
Capstone Investment Advisors, LLC
N/A—1,273-1,273-100%$320.3K———
MA Private Wealth
N/A—1,273-1,273-100%$320.3K———
OneAscent Investment Solutions LLC
N/A—1,271-1,271-100%$319.8K———
Bank of the Bluegrass & Trust Co.
N/A—1,268-1,268-100%$331.7K———
Everest Private Wealth
N/A—1,252-1,252-100%$315.1K———
Aspen Capital Management, LLC
N/A—1,251-1,251-100%$314.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,236-1,236-100%$311.0K———
Aspire Capital Advisors LLC
N/A—1,227-1,227-100%$308.8K———
Hilltop Wealth Advisors, LLC
N/A—1,220-1,220-100%$307.1K———
17 Capital Partners, LLC
N/A—1,218-1,218-100%$306.5K———
Vista Investment Management
N/A—1,217-1,217-100%$306.2K———
Compass Capital Corp
N/A—1,214-1,214-100%$302.6K———
Bay Rivers Group
N/A—1,211-1,211-100%$304.7K———
Sierra Capital LLC
N/A—1,209-1,209-100%$304.2K———
Penserra Capital Management LLC
N/A—1,197-1,197-100%$226.1K———
LM Advisors LLC
N/A—1,190-1,190-100%$300.0K———
Ninepoint Partners LP
N/A—1,187-1,187-100%$298.7K———
Novak & Powell Financial Services, Inc.
N/A—1,183-1,183-100%$297.7K———
Sittner & Nelson, LLC
N/A—1,178-1,178-100%$296.4K———
DiPaolo Financial Group, Inc.
N/A—1,167-1,167-100%$293.7K———
Fiduciary Wealth Partners, LLC
N/A—1,158-1,158-100%$291.5K———
Elite Financial, Inc.
N/A—1,153-1,153-100%$290.0K———
Napier Financial, LLC
N/A—1,144-1,144-100%$287.8K———
Pacific SUN Financial Corp
N/A—1,136-1,136-100%$285.9K———
FreeGulliver LLC
N/A—1,135-1,135-100%$285.6K———
Palumbo Wealth Management LLC
N/A—1,134-1,134-100%$285.5K———
Tobias Financial Advisors, Inc.
N/A—1,114-1,114-100%$280.4K———
Blalock Williams, LLC
N/A—1,113-1,113-100%$280.1K———
Horizon Investment Services, LLC
N/A—1,110-1,110-100%$279.4K———
Rock Point Advisors, LLC
N/A—1,106-1,106-100%$278.3K———
Navera Investment Management Ltd.
N/A—1,100-1,100-100%$276.3K———
Paragon Capital Management LLC
N/A—1,099-1,099-100%$276.6K———
Copley Financial Group, Inc.
N/A—1,092-1,092-100%$274.8K———
Sachetta, LLC
N/A—1,086-1,086-100%$273.2K———
Pitti Group Wealth Management, LLC
N/A—1,081-1,081-100%$272.0K———
Intrepid Financial Planning Group LLC
N/A—1,079-1,079-100%$271.5K———
Greenline Wealth Management LLC
N/A—1,073-1,073-100%$270.0K———
Pacific Point Advisors, LLC
N/A—1,067-1,067-100%$268.6K———
Fortis Advisors, LLC
N/A—1,056-1,056-100%$265.7K———
Ducere Wealth Management LLC
N/A—1,055-1,055-100%$265.5K———
NI Acquisitions Company, LLC
N/A—1,052-1,052-100%$113.1K———
Karpus Management, Inc.
N/A—1,050-1,050-100%$264.2K———
Polymer Capital Management (US) LLC
N/A—1,050-1,050-100%$264.2K———
Nicholson Meyer Capital Management, Inc.
N/A—1,050-1,050-100%$264.2K———
Northstar Asset Management Inc
N/A—1,049-1,049-100%$264.0K———
EMC Capital Management
N/A—1,044-1,044-100%$267———
Marshall Financial Group, LLC
N/A—1,034-1,034-100%$260.2K———
Exit Wealth Advisors, Llc.
N/A—1,034-1,034-100%$260.1K———
Cannon Wealth Management Services, LLC
N/A—1,028-1,028-100%$258.8K———
Brand Asset Management Group, Inc.
N/A—1,023-1,023-100%$257.4K———
1776 Wealth LLC
N/A—1,021-1,021-100%$257.3K———
BlueStem Wealth Partners, LLC
N/A—1,012-1,012-100%$254.7K———
Conscious Wealth Investments, LLC
N/A—1,004-1,004-100%$257.1K———
Boreal Capital Management LLC
N/A—1,001-1,001-100%$251.9K———
Mathes Company, Inc.
N/A—1,000-1,000-100%$251.0K———
Premier Financial Group
N/A—995-995-100%$250.4K———
Wealth Watch Advisors, Inc
N/A—993-993-100%$249.9K———
Jacobs Equity LLC
N/A—986-986-100%$248.0K———
HTG Investment Advisors, Inc.
N/A—979-979-100%$246.3K———
Presidio Capital Management, LLC
N/A—970-970-100%$244.1K———
Petra Financial Advisors Inc
N/A—967-967-100%$243.2K———
Proffitt & Goodson Inc
N/A—966-966-100%$243.1K———
Fora Capital, LLC
N/A—954-954-100%$239.9K———
Arrowroot Family Office, LLC
N/A—949-949-100%$238.8K———
Synergy Investment Management, LLC
N/A—949-949-100%$241.9K———
Van Diest Capital, LLC
N/A—945-945-100%$237.8K———
Wealth Advisors of Tampa Bay, LLC
N/A—945-945-100%$237.8K———
Cadence Wealth Management LLC
N/A—943-943-100%$237.2K———
Flatrock Wealth Partners LLC
N/A—942-942-100%$237.1K———
Magnolia Private Wealth, LLC
N/A—940-940-100%$236.5K———
Corus Family Wealth Advisors
N/A—938-938-100%$236.0K———
Two Sigma Securities, LLC
N/A—915-915-100%$230.3K———
Buffalo Business & Estate Services LTD
N/A—909-909-100%$228.8K———
Kerr Financial Planning Corp
N/A—908-908-100%$228.3K———
J.E. Simmons & Co., P.C.
N/A—899-899-100%$226.2K———
Adalta Capital Management LLC
N/A—897-897-100%$225.7K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—885-885-100%$222.7K———
Wealth Advisors of Iowa, LLC
N/A—882-882-100%$221.9K———
Berry Wealth Group, LP
N/A—881-881-100%$221.6K———
Piedmont Capital Management, LLC
N/A—879-879-100%$221.0K———
Aurdan Capital Management, LLC
N/A—876-876-100%$220.4K———
Requisite Capital Management, LLC
N/A—876-876-100%$220.4K———
Waterford Advisors, LLC
N/A—874-874-100%$219.9K———
Verity Wealth Advisors
N/A—872-872-100%$219.4K———
Earnest Partners LLC
N/A—872-872-100%$219.4K———
Balanced Rock Investment Advisors LLC
N/A—872-872-100%$219.4K———
Quattro Advisors LLC
N/A—872-872-100%$219.3K———
Templeton & Phillips Capital Management, LLC
N/A—871-871-100%$219.2K———
VSM Wealth Advisory, LLC
N/A—866-866-100%$218.0K———
Carter Financial, LLC
N/A—862-862-100%$216.9K———
AlphaGrep UK Ltd
N/A—860-860-100%$216.4K———
Rench Wealth Management, Inc.
N/A—854-854-100%$214.9K———
S Harris Financial Group, LLC
N/A—852-852-100%$214.3K———
Wealth Management Strategies, Inc.
N/A—846-846-100%$212.9K———
Brio Consultants, LLC
N/A—844-844-100%$212.4K———
Sequent Asset Management, LLC
N/A—835-835-100%$210.1K———
Financial Advisors Network, Inc.
N/A—832-832-100%$209.4K———
Integrated Quantitative Investments LLC
N/A—818-818-100%$205.8K———
Crestmont Private Wealth LLC
N/A—818-818-100%$205.8K———
Atlas Wealth LLC
N/A—812-812-100%$204.2K———
Capital Counsel LLC
N/A—801-801-100%$201.6K———
Perissos Private Wealth Management, LLC
N/A—800-800-100%$201.3K———
TD Capital Management LLC
N/A—784-784-100%$197.2K———
Purpose Unlimited Inc.
N/A—754-754-100%$189.6K———
Quantum Portfolio Management LLC
N/A—744-744-100%$187.2K———
Kemnay Advisory Services Inc.
N/A—721-721-100%$181.4K———
Aster Capital Management (Difc) Ltd
N/A—685-685-100%$172.4K———
Vision Retirement, LLC
N/A—664-664-100%$167.0K———
Coppell Advisory Solutions LLC
N/A—585-585-100%$368.3K———
Silicon Valley Capital Partners
N/A—585-585-100%$147.2K———
Leo H. Evart, Inc.
N/A—572-572-100%$143.9K———
MRP Capital Investments, LLC
N/A—512-512-100%$128.8K———
Cbiz Investment Advisory Services, LLC
N/A—502-502-100%$109.2K———
Kilter Group LLC
N/A—498-498-100%$125.3K———
Mpwm Advisory Solutions, LLC
N/A—478-478-100%$120.2K———
Pinney & Scofield, Inc.
N/A—478-478-100%$120.3K———
Quantbot Technologies LP
N/A—464-464-100%$116.8K———
Copia Wealth Management
N/A—448-448-100%$112.7K———
Tanglewood Legacy Advisors, LLC
N/A—443-443-100%$111.5K———
Cornerstone Financial Management LLC
N/A—393-393-100%$98.9K———
Delos Wealth Advisors, LLC
N/A—392-392-100%$98.6K———
WealthCollab, LLC
N/A—374-374-100%$94.1K———
Optiver Holding B.V.
N/A—370-370-100%$93.1K———
Graney & King, LLC
N/A—365-365-100%$91.8K———
Vanguard Advisers Inc
N/A—363-363-100%$91.3K———
Wellington-Altus USA Inc.
N/A—336-336-100%$73.1K———
Regatta Research & Money Management
N/A—327-327-100%$82.1K———
Osbon Capital Management LLC
N/A—326-326-100%$82.2K———
Standard Family Office LLC
N/A—324-324-100%$81.5K———
Ankerstar Wealth, LLC
N/A—308-308-100%$77.7K———
Index Technologies Group LLC
N/A—296-296-100%$74.5K———
Seneschal Advisors, LLC
N/A—293-293-100%$73.7K———
Outlook Capital Management, LLC
N/A—293-293-100%$73.7K———
Nalls Sherbakoff Group, LLC
N/A—272-272-100%$68.4K———
Consultiva Wealth Management, Corp.
N/A—272-272-100%$68.4K———
ESL Trust Services, LLC
N/A—260-260-100%$65.4K———
Harborfront Financial Group LLC
N/A—242-242-100%$60.9K———
Investors Portfolio Services LLC
N/A—200-200-100%$50.2K———
Strategic Investment Solutions, Inc.
N/A—195-195-100%$49.1K———
Reyl & Cie S.A.
N/A—189-189-100%$41.2K———
Financial Gravity Companies, Inc.
N/A—189-189-100%$47.6K———
Timmons Wealth Management, LLC
N/A—175-175-100%$44.1K———
Atomic Invest LLC
N/A—169-169-100%$42.9K———
Tacita Capital Inc
N/A—165-165-100%$41.5K———
USA Financial Formulas
N/A—158-158-100%$39.8K———
Caitlin John, LLC
N/A—149-149-100%$37.6K———
Abound Financial, LLC
N/A—141-141-100%$35.5K———
Chelsea Counsel Co
N/A—114-114-100%$28.7K———
Capital Advisor Network LLC
N/A—112-112-100%$28.2K———
Wiser Advisor Group LLC
N/A—103-103-100%$26.0K———
Hamrick Investment Counsel, llc
N/A—100-100-100%$25.2K———
Morgan Dempsey Capital Management LLC
N/A—100-100-100%$25.2K———
Financial Life Planners
N/A—100-100-100%$25.2K———
Altshuler Shaham Ltd
N/A—97-97-100%$24.4K———
Wedbush Fund Advisers, LLC
N/A—90-90-100%$22.6K———
HighMark Wealth Management LLC
N/A—64-64-100%$16.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—60-60-100%$15.1K———
Nova Wealth Management, Inc.
N/A—54-54-100%$13.7K———
Financial Avengers, Inc.
N/A—50-50-100%$12.7K———
Oakmont Advisory Group, LLC
N/A—45-45-100%$11.3K———
Imprint Wealth LLC
N/A—39-39-100%$9.8K———
Turim 21 Investimentos Ltda.
N/A—39-39-100%$9.8K———
Bellevue Asset Management, LLC
N/A—35-35-100%$9.0K———
HFM Investment Advisors, LLC
N/A—27-27-100%$6.8K———
Swan Capital LLC
N/A—23-23-100%$5.8K———
1 North Wealth Services LLC
N/A—21-21-100%$5.3K———
Ross\johnson & Associates LLC
N/A—16-16-100%$4.0K———
Westend Capital Management, LLC
N/A—15-15-100%$3.8K———
C M Bidwell & Associates LTD
N/A—11-11-100%$2.8K———
Quarry LP
N/A—11-11-100%$2.8K———
Benson Wealth Management Inc
N/A—8-8-100%$2.0K———
Showing 4381 of 4381 institutions