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Advanced Micro Devices (AMD)

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
Shares40,409,652 from 39,568,601
Change+841,051 (+2%)
Value$24.7B (+$1.7B)
Filed 2026-11-06
Amundi
INCREASED
Shares14,736,591 from 11,409,427
Change+3,327,164 (+29%)
Value$9.0B (+$2.4B)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares10,723,207 from 10,224,506
Change+498,701 (+5%)
Value$6.6B (+$620.5M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares9,252,516 from 8,030,571
Change+1,221,945 (+15%)
Value$5.7B (+$995.3M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares6,823,114 from 8,297,385
Change-1,474,271 (-18%)
Value$4.2B (-$645.9M)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares5,052,148 from 5,320,075
Change-267,927 (-5%)
Value$3.1B (+$217.3K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares4,837,278 from 6,381,037
Change-1,543,759 (-24%)
Value$3.0B (-$747.6M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares4,571,809 from 4,243,802
Change+328,007 (+8%)
Value$2.8B (+$331.6M)
Filed 2026-10-27
Bank of Montreal
DECREASED
Shares4,489,359 from 4,967,357
Change-477,998 (-10%)
Value$2.7B (-$139.2M)
Filed 2026-11-09
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares4,412,733 from 4,162,609
Change+250,124 (+6%)
Value$2.7B (+$281.4M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares4,346,932 from 4,888,302
Change-541,370 (-11%)
Value$2.7B (-$180.4M)
Filed 2026-10-29
Mirabaud Asset Management Ltd
INCREASED
Shares3,538,000 from 3,668
Change+3,534,332 (+96356%)
Value$2.1B (+$2.1B)
Filed 2026-11-09
Dimensional Fund Advisors LP
DECREASED
Shares3,237,806 from 3,937,191
Change-699,385 (-18%)
Value$2.0B (-$306.1M)
Filed 2026-11-04
Nordea Investment Management AB
DECREASED
Shares3,044,686 from 3,200,884
Change-156,198 (-5%)
Value$1.8B (+$54.5M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares2,427,429 from 2,402,836
Change+24,593 (+1%)
Value$1.5B (+$89.2M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares2,344,686 from 2,040,946
Change+303,740 (+15%)
Value$1.4B (+$248.8M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,124,771 from 2,016,713
Change+108,058 (+5%)
Value$1.3B (+$128.3M)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares2,063,566 from 1,947,427
Change+116,139 (+6%)
Value$1.3B (+$131.1M)
Filed 2026-10-29
Aberdeen Group plc
INCREASED
Shares1,954,944 from 1,460,592
Change+494,352 (+34%)
Value$1.2B (+$347.5M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares1,919,040 from 1,808,384
Change+110,656 (+6%)
Value$1.2B (+$123.7M)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares1,819,889 from 1,741,753
Change+78,136 (+4%)
Value$1.1B (+$114.7M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares1,460,214 from 1,057,142
Change+403,072 (+38%)
Value$893.3M (+$279.2M)
Filed 2026-10-22
Parnassus Investments, LLC
DECREASED
Shares1,446,966 from 2,329,523
Change-882,557 (-38%)
Value$885.2M (-$468.0M)
Filed 2026-10-22
Neos Investment Management LLC
INCREASED
Shares1,402,303 from 1,237,396
Change+164,907 (+13%)
Value$857.9M (+$139.1M)
Filed 2026-11-04
Bessemer Group Inc
INCREASED
Shares1,306,094 from 1,191,421
Change+114,673 (+10%)
Value$799.0M (+$106.9M)
Filed 2026-11-09
Eurizon Capital SGR S.p.A.
INCREASED
Shares1,304,994 from 1,187,497
Change+117,497 (+10%)
Value$797.5M (+$117.3M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
INCREASED
Shares1,289,686 from 1,093,161
Change+196,525 (+18%)
Value$789.0M (+$154.0M)
Filed 2026-10-20
New York State Teachers Retirement System
DECREASED
Shares1,213,314 from 1,258,935
Change-45,621 (-4%)
Value$742.3M (+$10.9M)
Filed 2026-10-22
Danske Bank A/S
DECREASED
Shares1,171,733 from 1,902,942
Change-731,209 (-38%)
Value$716.8M (-$388.6M)
Filed 2026-11-09
US Bancorp \de\
DECREASED
Shares1,081,335 from 1,107,002
Change-25,667 (-2%)
Value$661.5M (+$18.4M)
Filed 2026-11-05
OFI Invest Asset Management
INCREASED
Shares1,048,881 from 699,736
Change+349,145 (+50%)
Value$565.8M (+$209.4M)
Filed 2026-11-06
Handelsbanken Fonder AB
INCREASED
Shares1,010,507 from 1,000,860
Change+9,647 (+1%)
Value$618.2M (+$36.8M)
Filed 2026-11-09
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares975,752 from 999,509
Change-23,757 (-2%)
Value$596.9M (+$16.3M)
Filed 2026-11-06
Acadian Asset Management LLC
DECREASED
Shares960,585 from 967,628
Change-7,043 (-1%)
Value$587.6M (+$25.5M)
Filed 2026-11-09
Alecta Tjanstepension Omsesidigt
DECREASED
Shares928,000 from 961,600
Change-33,600 (-3%)
Value$567.7M (+$9.8M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares904,635 from 816,984
Change+87,651 (+11%)
Value$557.0M (+$115.1M)
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares830,730 from 781,657
Change+49,073 (+6%)
Value$508.2M (+$54.1M)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares827,666 from 842,788
Change-15,122 (-2%)
Value$506.4M (+$16.9M)
Filed 2026-11-05
Squarepoint Ops LLC
DECREASED
Shares794,588 from 1,023,051
Change-228,463 (-22%)
Value$486.1M (-$108.2M)
Filed 2026-11-09
Creative Planning
INCREASED
Shares794,278 from 769,530
Change+24,748 (+3%)
Value$485.9M (+$38.9M)
Filed 2026-11-02
William Blair Investment Management, LLC
INCREASED
Shares783,197 from 763,517
Change+19,680 (+3%)
Value$479.1M (+$35.6M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares775,725 from 762,209
Change+13,516 (+2%)
Value$474.6M (+$31.8M)
Filed 2026-10-27
MacKenzie Financial Corp
INCREASED
Shares742,198 from 666,172
Change+76,026 (+11%)
Value$454.0M (+$67.1M)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares737,453 from 790,453
Change-53,000 (-7%)
Value$451.1M (-$8.0M)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares711,742 from 684,646
Change+27,096 (+4%)
Value$435.4M (+$37.7M)
Filed 2026-11-06
Candriam S.C.A.
INCREASED
Shares684,015 from 658,159
Change+25,856 (+4%)
Value$420.0M (+$38.0M)
Filed 2026-11-03
Cardano Risk Management B.V.
INCREASED
Shares683,858 from 506,119
Change+177,739 (+35%)
Value$418.4M (+$124.3M)
Filed 2026-10-20
Retirement Systems of Alabama
INCREASED
Shares678,654 from 413,666
Change+264,988 (+64%)
Value$415.2M (+$174.9M)
Filed 2026-11-04
Quilter Plc
DECREASED
Shares663,518 from 743,855
Change-80,337 (-11%)
Value$405.9M (-$26.2M)
Filed 2026-10-21
GF Fund Management Co. Ltd.
INCREASED
Shares643,398 from 619,172
Change+24,226 (+4%)
Value$393.6M (+$33.9M)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares638,406 from 541,215
Change+97,191 (+18%)
Value$390.6M (+$76.2M)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares637,266 from 632,366
Change+4,900 (+1%)
Value$389.9M (+$22.5M)
Filed 2026-11-06
SEB Asset Management AB
DECREASED
Shares614,019 from 640,029
Change-26,010 (-4%)
Value$375.6M (+$3.8M)
Filed 2026-11-04
UniSuper Management Pty Ltd
INCREASED
Shares613,615 from 517,477
Change+96,138 (+19%)
Value$375.4M (+$74.8M)
Filed 2026-10-26
Fisher Asset Management, LLC
INCREASED
Shares604,283 from 590,783
Change+13,500 (+2%)
Value$369.7M (+$26.5M)
Filed 2026-11-06
AGF Management LTD
DECREASED
Shares576,758 from 1,013,047
Change-436,289 (-43%)
Value$352.8M (-$235.7M)
Filed 2026-11-03
Daiwa Securities Group Inc.
INCREASED
Shares569,214 from 548,447
Change+20,767 (+4%)
Value$348.2M (+$29.6M)
Filed 2026-10-29
Strs Ohio
DECREASED
Shares563,349 from 587,990
Change-24,641 (-4%)
Value$344.6M (+$3.1M)
Filed 2026-10-30
Lansforsakringar Fondforvaltning AB (publ)
DECREASED
Shares549,871 from 550,498
Change-627 (0%)
Value$336.4M (+$16.6M)
Filed 2026-11-09
Calamos Advisors LLC
INCREASED
Shares546,514 from 540,770
Change+5,744 (+1%)
Value$334.3M (+$20.2M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares539,605 from 508,975
Change+30,630 (+6%)
Value$330.1M (+$34.4M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
DECREASED
Shares526,612 from 527,156
Change-544 (0%)
Value$322.2M (+$15.9M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares501,932 from 457,878
Change+44,054 (+10%)
Value$307.1M (+$41.1M)
Filed 2026-10-30
Xponance LLC
INCREASED
Shares480,662 from 461,498
Change+19,164 (+4%)
Value$294.0M (+$26.0M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares480,594 from 474,894
Change+5,700 (+1%)
Value$294.0M (+$18.1M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares469,049 from 464,132
Change+4,917 (+1%)
Value$286.9M (+$17.3M)
Filed 2026-10-13
Rakuten Investment Management, Inc.
NEW
Shares463,739
Change+463,739
Value$281.8M
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares459,876 from 452,388
Change+7,488 (+2%)
Value$281.3M (+$18.5M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares435,881 from 457,923
Change-22,042 (-5%)
Value$266.7M (+$643.0K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares425,561 from 427,999
Change-2,438 (-1%)
Value$260.3M (+$11.7M)
Filed 2026-10-20
Border to Coast Pensions Partnership Ltd
INCREASED
Shares424,765 from 385,689
Change+39,076 (+10%)
Value$259.5M (+$35.6M)
Filed 2026-10-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares416,532 from 438,633
Change-22,101 (-5%)
Value$254.8M (+$11.3K)
Filed 2026-10-15
IFM Investors Pty Ltd
INCREASED
Shares385,317 from 373,215
Change+12,102 (+3%)
Value$235.7M (+$18.9M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares377,818 from 333,742
Change+44,076 (+13%)
Value$163.0M (+$38.0M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares376,193 from 391,703
Change-15,510 (-4%)
Value$230.1M (+$2.6M)
Filed 2026-11-02
Mirova US LLC
INCREASED
Shares363,655 from 249,822
Change+113,833 (+46%)
Value$222.5M (+$77.3M)
Filed 2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares360,668 from 360,155
Change+513 (+0%)
Value$220.6M (+$11.4M)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares359,488 from 532,757
Change-173,269 (-33%)
Value$219.9M (-$89.6M)
Filed 2026-10-16
Zevenbergen Capital Investments LLC
DECREASED
Shares348,709 from 411,585
Change-62,876 (-15%)
Value$213.3M (-$25.8M)
Filed 2026-10-08
Wealthfront Advisers LLC
INCREASED
Shares338,347 from 332,359
Change+5,988 (+2%)
Value$207.0M (+$13.9M)
Filed 2026-11-09
Amalgamated Bank
DECREASED
Shares321,370 from 328,142
Change-6,772 (-2%)
Value$196.6M (+$6.0M)
Filed 2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares316,148 from 315,846
Change+302 (+0%)
Value$193.4M (+$9.9M)
Filed 2026-10-19
ABN Amro Investment Solutions
DECREASED
Shares285,866 from 311,262
Change-25,396 (-8%)
Value$174.9M (-$5.9M)
Filed 2026-10-21
Verus Capital Partners, LLC
DECREASED
Shares277,776 from 280,617
Change-2,841 (-1%)
Value$169.9M (+$6.9M)
Filed 2026-11-03
OP Asset Management Ltd
INCREASED
Shares276,460 from 225,757
Change+50,703 (+22%)
Value$169.1M (+$38.0M)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares276,188 from 242,459
Change+33,729 (+14%)
Value$169.0M (+$28.1M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares272,294 from 265,501
Change+6,793 (+3%)
Value$166.6M (+$12.3M)
Filed 2026-10-20
iA Global Asset Management Inc.
INCREASED
Shares262,061 from 212,155
Change+49,906 (+24%)
Value$160.3M (+$37.1M)
Filed 2026-10-29
Banque Pictet & CIE SA
DECREASED
Shares258,076 from 261,773
Change-3,697 (-1%)
Value$157.9M (+$5.8M)
Filed 2026-10-16
Virginia Retirement Systems ET Al
DECREASED
Shares252,384 from 284,286
Change-31,902 (-11%)
Value$154.4M (-$10.7M)
Filed 2026-10-28
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares250,644 from 283,925
Change-33,281 (-12%)
Value$153.3M (-$11.6M)
Filed 2026-10-30
Salem Investment Counselors Inc
DECREASED
Shares250,568 from 261,958
Change-11,390 (-4%)
Value$153.3M (+$1.1M)
Filed 2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares245,927 from 171,724
Change+74,203 (+43%)
Value$150.4M (+$50.7M)
Filed 2026-10-22
Bank Pictet & Cie (Europe) AG
INCREASED
Shares243,937 from 237,061
Change+6,876 (+3%)
Value$149.2M (+$11.5M)
Filed 2026-10-20
Raiffeisen Bank International AG
DECREASED
Shares240,269 from 278,163
Change-37,894 (-14%)
Value$146.0M (-$4.1M)
Filed 2026-10-28
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares239,626 from 243,987
Change-4,361 (-2%)
Value$146.6M (+$4.9M)
Filed 2026-11-09
Gateway Investment Advisers LLC
INCREASED
Shares237,789 from 232,653
Change+5,136 (+2%)
Value$145.5M (+$10.3M)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares232,673 from 237,600
Change-4,927 (-2%)
Value$142.2M (+$5.2M)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares230,554 from 141,070
Change+89,484 (+63%)
Value$143.8M (+$67.5M)
Filed 2026-10-16
Intech Investment Management LLC
DECREASED
Shares226,152 from 243,544
Change-17,392 (-7%)
Value$138.4M (-$3.1M)
Filed 2026-11-09
Achmea Investment Management B.V.
NEW
Shares225,470
Change+225,470
Value$138.0M
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares223,383 from 203,008
Change+20,375 (+10%)
Value$136.7M (+$18.7M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
INCREASED
Shares222,409 from 185,072
Change+37,337 (+20%)
Value$136.1M (+$28.6M)
Filed 2026-10-28
Artemis Investment Management LLP
INCREASED
Shares213,096 from 180,142
Change+32,954 (+18%)
Value$130.4M (+$25.7M)
Filed 2026-10-08
Profund Advisors LLC
DECREASED
Shares204,159 from 225,124
Change-20,965 (-9%)
Value$124.9M (-$5.9M)
Filed 2026-10-29
Oregon Public Employees Retirement Fund
INCREASED
Shares200,712 from 200,439
Change+273 (+0%)
Value$122.8M (+$6.4M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares200,671 from 205,801
Change-5,130 (-2%)
Value$122.8M (+$3.2M)
Filed 2026-10-15
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares199,095 from 210,813
Change-11,718 (-6%)
Value$121.8M (-$665.0K)
Filed 2026-10-30
CloudAlpha Capital Management Limited Kong
DECREASED
Shares199,073 from 225,653
Change-26,580 (-12%)
Value$121.8M (-$9.3M)
Filed 2026-11-09
Vestor Capital, LLC
NEW
Shares197,348
Change+197,348
Value$15.1K
Filed 2026-11-04
Avanza Fonder AB
INCREASED
Shares195,014 from 174,912
Change+20,102 (+11%)
Value$119.3M (+$17.7M)
Filed 2026-10-13
Aegon Asset Management UK PLC
INCREASED
Shares193,341 from 141,722
Change+51,619 (+36%)
Value$118.3M (+$36.0M)
Filed 2026-11-04
Factory Mutual Insurance Co
DECREASED
Shares192,422 from 211,572
Change-19,150 (-9%)
Value$117.7M (-$5.2M)
Filed 2026-10-30
Farmers & Merchants Investments Inc
DECREASED
Shares190,945 from 193,518
Change-2,573 (-1%)
Value$116.8M (+$4.4M)
Filed 2026-10-22
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares186,000 from 231,000
Change-45,000 (-19%)
Value$113.8M (-$20.4M)
Filed 2026-11-09
Louisiana State Employees Retirement System
DECREASED
Shares183,200 from 188,100
Change-4,900 (-3%)
Value$112.1M (+$2.8M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares182,806 from 171,068
Change+11,738 (+7%)
Value$111.8M (+$12.5M)
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares182,801 from 172,870
Change+9,931 (+6%)
Value$111.8M (+$11.4M)
Filed 2026-11-03
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares178,199 from 173,825
Change+4,374 (+3%)
Value$109.0M (+$8.0M)
Filed 2026-10-30
Jefferies Financial Group Inc.
DECREASED
Shares174,940 from 283,506
Change-108,566 (-38%)
Value$107.0M (-$57.7M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
INCREASED
Shares173,104 from 166,970
Change+6,134 (+4%)
Value$105.9M (+$8.9M)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares168,803 from 149,578
Change+19,225 (+13%)
Value$102.0M (+$15.1M)
Filed 2026-11-04
LBP AM SA
DECREASED
Shares168,783 from 417,746
Change-248,963 (-60%)
Value$103.3M (-$139.4M)
Filed 2026-11-06
Regions Financial Corp
INCREASED
Shares168,716 from 162,320
Change+6,396 (+4%)
Value$103.2M (+$8.9M)
Filed 2026-11-05
Mutual of America Capital Management LLC
DECREASED
Shares168,288 from 169,262
Change-974 (-1%)
Value$103.0M (+$4.6M)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares161,566 from 162,118
Change-552 (0%)
Value$98.8M (+$4.7M)
Filed 2026-10-22
Oak Grove Capital LLC
INCREASED
Shares160,241 from 114,122
Change+46,119 (+40%)
Value$98.0M (+$31.7M)
Filed 2026-10-09
McGuire Investment Group, LLC
DECREASED
Shares158,882 from 174,182
Change-15,300 (-9%)
Value$97.2M (-$4.0M)
Filed 2026-10-23
Meitav Investment House LTD
DECREASED
Shares158,460 from 169,047
Change-10,587 (-6%)
Value$96.9M (-$1.3M)
Filed 2026-10-28
Nicholas Company, Inc.
DECREASED
Shares156,691 from 179,426
Change-22,735 (-13%)
Value$95.9M (-$8.4M)
Filed 2026-11-05
Eastern Bank
INCREASED
Shares156,165 from 154,551
Change+1,614 (+1%)
Value$95.5M (+$5.8M)
Filed 2026-10-05
Florida Trust Wealth Management Co
DECREASED
Shares155,395 from 161,431
Change-6,036 (-4%)
Value$95.1M (+$1.3M)
Filed 2026-11-05
Alphinity Investment Management Pty Ltd
DECREASED
Shares154,211 from 307,735
Change-153,524 (-50%)
Value$94.3M (-$84.4M)
Filed 2026-11-02
Generali Asset Management SPA SGR
INCREASED
Shares143,136 from 140,264
Change+2,872 (+2%)
Value$87.6M (+$6.1M)
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
INCREASED
Shares139,980 from 1,985
Change+137,995 (+6952%)
Value$85.6M (+$84.5M)
Filed 2026-10-05
E. Ohman J:or Asset Management AB
INCREASED
Shares139,164 from 57,524
Change+81,640 (+142%)
Value$85.1M (+$51.7M)
Filed 2026-10-22
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares137,344 from 126,915
Change+10,429 (+8%)
Value$84.0M (+$10.3M)
Filed 2026-11-06
Baker Avenue Asset Management, LP
DECREASED
Shares135,287 from 137,829
Change-2,542 (-2%)
Value$82.8M (+$2.7M)
Filed 2026-11-06
SteelPeak Wealth, LLC
DECREASED
Shares134,112 from 135,689
Change-1,577 (-1%)
Value$82.0M (+$3.2M)
Filed 2026-10-16
Allen Investment Management, LLC
INCREASED
Shares133,786 from 130,282
Change+3,504 (+3%)
Value$81.8M (+$6.2M)
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares133,377 from 114,575
Change+18,802 (+16%)
Value$75.0M (+$18.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares133,377 from 114,575
Change+18,802 (+16%)
Value$75.0M (+$18.3M)
Filed 2026-10-20
Mizuho Securities USA LLC
INCREASED
Shares133,272 from 127,658
Change+5,614 (+4%)
Value$62.7M (-$11.4M)
Filed 2026-11-09
Gulf International Bank (UK) Ltd
UNCHANGED
Shares125,986 from 125,986
Change0 (0%)
Value$77.1M (+$3.9M)
Filed 2026-10-20
Chicago Capital, LLC
DECREASED
Shares125,717 from 127,569
Change-1,852 (-1%)
Value$76.9M (+$2.8M)
Filed 2026-10-13
Once Capital Management, LLC
UNCHANGED
Shares125,300 from 125,300
Change0 (0%)
Value$76.7M (+$3.9M)
Filed 2026-11-02
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares124,040 from 123,220
Change+820 (+1%)
Value$75.9M (+$4.3M)
Filed 2026-10-29
Adams Diversified Equity Fund, Inc.
DECREASED
Shares122,000 from 128,000
Change-6,000 (-5%)
Value$74.6M (+$278.2K)
Filed 2026-10-21
Eulav Asset Management
DECREASED
Shares121,020 from 133,515
Change-12,495 (-9%)
Value$74.0M (-$3.5M)
Filed 2026-10-23
Abner Herrman & Brock LLC
DECREASED
Shares120,843 from 124,700
Change-3,857 (-3%)
Value$73.9M (+$1.5M)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED
Shares120,396 from 127,204
Change-6,808 (-5%)
Value$73.7M (-$240.6K)
Filed 2026-10-13
Mizuho Markets Americas LLC
INCREASED
Shares118,921 from 2,856
Change+116,065 (+4064%)
Value$72.8M (+$71.1M)
Filed 2026-11-09
Maryland State Retirement & Pension System
INCREASED
Shares116,960 from 87,312
Change+29,648 (+34%)
Value$71.6M (+$20.8M)
Filed 2026-11-05
Motley Fool Asset Management LLC
INCREASED
Shares116,442 from 116,034
Change+408 (+0%)
Value$71.2M (+$3.8M)
Filed 2026-10-27
Summa Corp.
INCREASED
Shares115,546 from 115,529
Change+17 (+0%)
Value$70.7M (+$3.6M)
Filed 2026-10-30
NorthCrest Asset Manangement, LLC
INCREASED
Shares115,221 from 112,078
Change+3,143 (+3%)
Value$71.5M (+$10.2M)
Filed 2026-10-13
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares114,162 from 117,406
Change-3,244 (-3%)
Value$69.8M (+$1.6M)
Filed 2026-10-09
Oppenheimer & Co Inc
DECREASED
Shares113,892 from 114,779
Change-887 (-1%)
Value$69.7M (+$3.0M)
Filed 2026-10-26
AIA Group Ltd
INCREASED
Shares111,334 from 71,945
Change+39,389 (+55%)
Value$68.1M (+$26.3M)
Filed 2026-10-30
Danica Pension, Livsforsikringsaktieselskab
DECREASED
Shares109,957 from 142,603
Change-32,646 (-23%)
Value$67.3M (-$15.6M)
Filed 2026-11-09
Allworth Financial LP
INCREASED
Shares109,707 from 95,614
Change+14,093 (+15%)
Value$63.7M (+$8.2M)
Filed 2026-11-06
King Luther Capital Management Corp
INCREASED
Shares108,991 from 89,952
Change+19,039 (+21%)
Value$66.7M (+$14.4M)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares107,520 from 77,692
Change+29,828 (+38%)
Value$65.8M (+$20.6M)
Filed 2026-10-29
Union Bancaire Privee, UBP SA
DECREASED
Shares106,961 from 144,908
Change-37,947 (-26%)
Value$59.2M (-$9.9M)
Filed 2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares106,900 from 107,159
Change-259 (0%)
Value$65.4M (+$3.1M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares105,353 from 102,977
Change+2,376 (+2%)
Value$64.5M (+$4.6M)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares104,621 from 64,628
Change+39,993 (+62%)
Value$64.0M (+$27.7M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares101,173 from 83,392
Change+17,781 (+21%)
Value$61.9M (+$13.5M)
Filed 2026-10-16
China Universal Asset Management Co., Ltd.
INCREASED
Shares100,304 from 82,470
Change+17,834 (+22%)
Value$61.0M (+$13.1M)
Filed 2026-10-28
Glenview Trust Co
INCREASED
Shares100,265 from 97,457
Change+2,808 (+3%)
Value$61.3M (+$4.7M)
Filed 2026-10-28
Smith Group Asset Management, LLC
DECREASED
Shares100,148 from 158,007
Change-57,859 (-37%)
Value$61.3M (-$30.5M)
Filed 2026-10-27
Private Wealth Partners, LLC
DECREASED
Shares99,596 from 99,988
Change-392 (0%)
Value$60.9M (+$2.8M)
Filed 2026-10-22
Guinness Asset Management LTD
INCREASED
Shares98,209 from 98,203
Change+6 (+0%)
Value$60.1M (+$3.0M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares97,855 from 104,944
Change-7,089 (-7%)
Value$59.9M (-$1.1M)
Filed 2026-10-20
Noesis Capital Mangement Corp
INCREASED
Shares97,096 from 95,746
Change+1,350 (+1%)
Value$59.4M (+$3.8M)
Filed 2026-10-26
Fagan Associates, Inc.
DECREASED
Shares95,426 from 98,999
Change-3,573 (-4%)
Value$58.4M (+$868.3K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares94,337 from 64,869
Change+29,468 (+45%)
Value$47.6M (+$9.9M)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares92,940 from 97,714
Change-4,774 (-5%)
Value$56.9M (+$93.9K)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares92,110 from 93,696
Change-1,586 (-2%)
Value$56.3M (+$1.9M)
Filed 2026-10-28
Oriental Harbor Investment Master Fund
DECREASED
Shares91,594 from 251,437
Change-159,843 (-64%)
Value$56.0M (-$90.0M)
Filed 2026-10-22
OAK Ridge Investments LLC
DECREASED
Shares91,272 from 95,932
Change-4,660 (-5%)
Value$55.8M (+$108.7K)
Filed 2026-10-30
Community Trust & Investment Co
DECREASED
Shares90,680 from 91,177
Change-497 (-1%)
Value$55.5M (+$2.5M)
Filed 2026-10-15
Sava Infond d.o.o.
INCREASED
Shares90,660 from 84,000
Change+6,660 (+8%)
Value$55.5M (+$6.7M)
Filed 2026-10-28
Crossmark Global Holdings, Inc.
INCREASED
Shares89,312 from 86,339
Change+2,973 (+3%)
Value$54.6M (+$4.5M)
Filed 2026-10-21
Chilton Capital Management LLC
DECREASED
Shares88,145 from 126,729
Change-38,584 (-30%)
Value$53.9M (-$19.7M)
Filed 2026-10-28
Cornerstone Advisors, LLC
INCREASED
Shares87,758 from 81,465
Change+6,293 (+8%)
Value$53.7M (+$6.4M)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
INCREASED
Shares87,677 from 79,540
Change+8,137 (+10%)
Value$53.6M (+$7.4M)
Filed 2026-10-27
Hartford Investment Management Co
DECREASED
Shares87,380 from 90,143
Change-2,763 (-3%)
Value$53.5M (+$1.1M)
Filed 2026-11-04
Jacobs & Co
DECREASED
Shares85,715 from 89,077
Change-3,362 (-4%)
Value$52.4M (+$691.0K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares85,375 from 82,050
Change+3,325 (+4%)
Value$52.2M (+$4.6M)
Filed 2026-10-08
UMB Bank, n.a.
DECREASED
Shares83,555 from 85,164
Change-1,609 (-2%)
Value$51.1M (+$1.6M)
Filed 2026-11-06
Baker Chad R
UNCHANGED
Shares83,168 from 83,168
Change0 (0%)
Value$50.9M (+$2.6M)
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares82,243 from 61,424
Change+20,819 (+34%)
Value$50.3M (+$14.6M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares81,829 from 84,411
Change-2,582 (-3%)
Value$50.1M (+$1.0M)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares81,150 from 81,150
Change0 (0%)
Value$49.6M (+$2.5M)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares81,064 from 80,384
Change+680 (+1%)
Value$41.9M (-$1.5M)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares79,620 from 80,458
Change-838 (-1%)
Value$48.7M (+$2.0M)
Filed 2026-10-16
Triglav Investments, D.O.O.
INCREASED
Shares79,589 from 78,986
Change+603 (+1%)
Value$48.7M (+$2.8M)
Filed 2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares77,671 from 71,496
Change+6,175 (+9%)
Value$47.5M (+$6.0M)
Filed 2026-10-26
Vise Technologies, Inc.
NEW
Shares76,863
Change+76,863
Value$47.0M
Filed 2026-10-29
Meridian Wealth Management, LLC
DECREASED
Shares76,179 from 77,535
Change-1,356 (-2%)
Value$46.6M (+$1.6M)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
INCREASED
Shares75,647 from 70,017
Change+5,630 (+8%)
Value$46.3M (+$5.6M)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares75,636 from 5,552
Change+70,084 (+1262%)
Value$46.3M (+$45.1M)
Filed 2026-10-13
Bahl & Gaynor LLC
DECREASED
Shares75,381 from 77,680
Change-2,299 (-3%)
Value$46.1M (+$990.0K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares74,276 from 54,652
Change+19,624 (+36%)
Value$45.4M (+$13.7M)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares73,557 from 82,337
Change-8,780 (-11%)
Value$45.0M (-$2.8M)
Filed 2026-10-22
Avity Investment Management Inc.
INCREASED
Shares73,065 from 42,937
Change+30,128 (+70%)
Value$44.7M (+$19.8M)
Filed 2026-10-09
HB Wealth Management, LLC
INCREASED
Shares71,949 from 67,715
Change+4,234 (+6%)
Value$44.0M (+$4.7M)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares71,614 from 68,850
Change+2,764 (+4%)
Value$43.8M (+$3.8M)
Filed 2026-11-06
Illinois Municipal Retirement Fund
INCREASED
Shares71,407 from 58,251
Change+13,156 (+23%)
Value$43.7M (+$9.8M)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares70,694 from 73,839
Change-3,145 (-4%)
Value$43.2M (+$354.0K)
Filed 2026-10-22
Phoenix Financial Ltd.
INCREASED
Shares70,563 from 63,238
Change+7,325 (+12%)
Value$37.5M (+$754.4K)
Filed 2026-11-09
Clearstead Advisors, LLC
DECREASED
Shares70,487 from 92,765
Change-22,278 (-24%)
Value$43.1M (-$10.8M)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED
Shares69,672 from 89,860
Change-20,188 (-22%)
Value$42.6M (-$9.6M)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares69,634 from 77,002
Change-7,368 (-10%)
Value$42.6M (-$2.1M)
Filed 2026-10-13
Bokf, NA
DECREASED
Shares68,589 from 71,399
Change-2,810 (-4%)
Value$42.0M (+$483.6K)
Filed 2026-10-27
Lyell Wealth Management, LP
DECREASED
Shares68,311 from 69,499
Change-1,188 (-2%)
Value$41.8M (+$1.4M)
Filed 2026-10-30
Wesbanco Bank Inc
DECREASED
Shares67,969 from 97,080
Change-29,111 (-30%)
Value$41.6M (-$14.8M)
Filed 2026-11-04
Sycomore Asset Management
UNCHANGED
Shares67,942 from 67,942
Change0 (0%)
Value$34.2K ($0)
Filed 2026-10-26
Balboa Wealth Partners
DECREASED
Shares67,645 from 68,284
Change-639 (-1%)
Value$41.4M (+$1.7M)
Filed 2026-10-20
First Citizens Bank & Trust Co
INCREASED
Shares67,245 from 21,870
Change+45,375 (+207%)
Value$41.1M (+$28.4M)
Filed 2026-10-14
SBI Securities Co., Ltd.
DECREASED
Shares66,708 from 68,640
Change-1,932 (-3%)
Value$40.8M (+$935.6K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares65,831 from 61,723
Change+4,108 (+7%)
Value$40.3M (+$4.4M)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares65,598 from 60,549
Change+5,049 (+8%)
Value$40.1M (+$5.0M)
Filed 2026-10-21
Howard Capital Management, LLC
DECREASED
Shares64,981 from 110,143
Change-45,162 (-41%)
Value$39.8M (-$24.2M)
Filed 2026-10-16
Global X Japan Co., Ltd.
DECREASED
Shares64,727 from 66,978
Change-2,251 (-3%)
Value$39.6M (+$689.2K)
Filed 2026-10-21
Leonteq Securities AG
DECREASED
Shares64,497 from 125,437
Change-60,940 (-49%)
Value$39.5M (-$33.4M)
Filed 2026-10-29
Picton Mahoney Asset Management
DECREASED
Shares63,585 from 108,198
Change-44,613 (-41%)
Value$38.9M (-$24.0M)
Filed 2026-11-09
Great Lakes Retirement, Inc.
DECREASED
Shares63,393 from 66,273
Change-2,880 (-4%)
Value$38.8M (+$282.7K)
Filed 2026-10-26
NAN Fung Trinity (HK) Ltd
DECREASED
Shares62,100 from 116,700
Change-54,600 (-47%)
Value$38.0M (-$29.8M)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares62,035 from 47,875
Change+14,160 (+30%)
Value$38.0M (+$10.1M)
Filed 2026-11-03
Privium Fund Management B.V.
UNCHANGED
Shares62,000 from 62,000
Change0 (0%)
Value$37.9M (+$1.9M)
Filed 2026-11-03
One Way Holdings LLC
DECREASED
Shares61,904 from 96,203
Change-34,299 (-36%)
Value$37.9M (-$18.0M)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares61,757 from 60,898
Change+859 (+1%)
Value$37.8M (+$2.4M)
Filed 2026-11-04
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED
Shares60,800 from 60,800
Change0 (0%)
Value$37.2M (+$1.9M)
Filed 2026-11-05
Waycross Partners, LLC
INCREASED
Shares60,564 from 54,388
Change+6,176 (+11%)
Value$37.1M (+$5.5M)
Filed 2026-11-03
Family Legacy Financial Solutions, LLC
UNCHANGED
Shares59,760 from 59,760
Change0 (0%)
Value$36.6M (+$5.6M)
Filed 2026-10-07
MGO One Seven LLC
INCREASED
Shares58,882 from 58,397
Change+485 (+1%)
Value$36.0M (+$2.1M)
Filed 2026-10-28
Bellecapital International Ltd.
DECREASED
Shares58,371 from 60,641
Change-2,270 (-4%)
Value$35.7M (+$482.1K)
Filed 2026-10-21
M & L Capital Management Ltd
INCREASED
Shares58,350 from 1,700
Change+56,650 (+3332%)
Value$35.7M (+$34.7M)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares58,122 from 53,576
Change+4,546 (+8%)
Value$35.6M (+$4.4M)
Filed 2026-10-27
Traynor Capital Management, Inc.
DECREASED
Shares57,981 from 58,878
Change-897 (-2%)
Value$35.5M (+$1.3M)
Filed 2026-10-29
Private Advisory Group LLC
DECREASED
Shares57,593 from 62,340
Change-4,747 (-8%)
Value$35.2M (-$981.1K)
Filed 2026-11-06
PKO Investment Management Joint-Stock Co
INCREASED
Shares57,259 from 53,000
Change+4,259 (+8%)
Value$35.0M (+$4.2M)
Filed 2026-10-19
Concentrum Wealth Management
INCREASED
Shares55,945 from 42,696
Change+13,249 (+31%)
Value$34.2M (+$9.4M)
Filed 2026-11-09
Zweig-DiMenna Associates LLC
DECREASED
Shares55,568 from 63,226
Change-7,658 (-12%)
Value$34.0M (-$2.7M)
Filed 2026-11-06
Virtus Wealth Solutions LLC
NEW
Shares55,566
Change+55,566
Value$34.0M
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares55,346 from 57,719
Change-2,373 (-4%)
Value$33.9M (+$328.9K)
Filed 2026-10-28
Welch Group, LLC
DECREASED
Shares55,084 from 57,015
Change-1,931 (-3%)
Value$33.7M (+$577.6K)
Filed 2026-10-29
CFM Wealth Partners LLC
DECREASED
Shares54,782 from 55,008
Change-226 (0%)
Value$33.5M (+$1.6M)
Filed 2026-11-05
California First Leasing Corp
UNCHANGED
Shares54,000 from 54,000
Change0 (0%)
Value$33.0M (+$1.7M)
Filed 2026-11-09
Moors & Cabot, Inc.
INCREASED
Shares53,595 from 45,828
Change+7,767 (+17%)
Value$32.8M (+$6.2M)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares53,566 from 57,926
Change-4,360 (-8%)
Value$32.8M (-$880.3K)
Filed 2026-11-03
Bender Robert & Associates
DECREASED
Shares53,255 from 60,417
Change-7,162 (-12%)
Value$32.6M (-$2.5M)
Filed 2026-10-21
Hartline Investment Corp/
DECREASED
Shares52,782 from 75,956
Change-23,174 (-31%)
Value$32.3M (-$11.8M)
Filed 2026-10-29
Smith Salley Wealth Management
INCREASED
Shares52,769 from 49,596
Change+3,173 (+6%)
Value$32.3M (+$3.5M)
Filed 2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares52,669 from 52,869
Change-200 (0%)
Value$32.2M (+$1.5M)
Filed 2026-10-21
Summit Securities Group LLC
INCREASED
Shares52,271 from 170
Change+52,101 (+30648%)
Value$32.0M (+$31.9M)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares51,976 from 31,059
Change+20,917 (+67%)
Value$31.8M (+$13.8M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares51,946 from 41,861
Change+10,085 (+24%)
Value$31.8M (+$7.5M)
Filed 2026-10-15
FengHe Fund Management Pte. Ltd.
INCREASED
Shares51,669 from 28,320
Change+23,349 (+82%)
Value$31.6M (+$15.2M)
Filed 2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares51,312 from 51,312
Change0 (0%)
Value$29.8M ($0)
Filed 2026-10-15
Torrey Growth & Income Advisors
DECREASED
Shares50,797 from 51,296
Change-499 (-1%)
Value$30.6M (+$979.6K)
Filed 2026-11-04
Generali Powszechne Towarzystwo Emerytalne
DECREASED
Shares50,000 from 80,000
Change-30,000 (-37%)
Value$30.6M (-$15.9M)
Filed 2026-11-06
North Dakota State Investment Board
INCREASED
Shares49,820 from 47,888
Change+1,932 (+4%)
Value$30.5M (+$2.7M)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
DECREASED
Shares49,704 from 52,122
Change-2,418 (-5%)
Value$30.4M (+$128.8K)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares49,466 from 51,623
Change-2,157 (-4%)
Value$30.3M (+$273.0K)
Filed 2026-10-22
DE Burlo Group Inc
DECREASED
Shares48,695 from 77,780
Change-29,085 (-37%)
Value$29.8M (-$15.4M)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares48,287 from 46,820
Change+1,467 (+3%)
Value$29.5M (+$2.3M)
Filed 2026-11-06
Central Trust Co
DECREASED
Shares48,017 from 48,365
Change-348 (-1%)
Value$29.4M (+$1.3M)
Filed 2026-11-05
Freestone Capital Holdings, LLC
DECREASED
Shares47,545 from 49,397
Change-1,852 (-4%)
Value$29.1M (+$390.9K)
Filed 2026-11-09
Jamison Private Wealth Management, Inc.
DECREASED
Shares46,770 from 46,978
Change-208 (0%)
Value$28.6M (+$1.3M)
Filed 2026-10-14
Krane Funds Advisors LLC
DECREASED
Shares46,695 from 47,825
Change-1,130 (-2%)
Value$28.6M (+$784.1K)
Filed 2026-11-09
Valicenti Advisory Services Inc
DECREASED
Shares46,476 from 49,292
Change-2,816 (-6%)
Value$28.4M (-$202.0K)
Filed 2026-10-23
KMG Fiduciary Partners, LLC
DECREASED
Shares46,460 from 52,733
Change-6,273 (-12%)
Value$28.4M (-$2.2M)
Filed 2026-10-14
Firetrail Investments PTY LTD
DECREASED
Shares46,141 from 47,326
Change-1,185 (-2%)
Value$28.3M (+$1.0M)
Filed 2026-11-05
Milestones Administradora de Recursos Ltda.
INCREASED
Shares45,804 from 34,059
Change+11,745 (+34%)
Value$28.0M (+$8.2M)
Filed 2026-10-21
JAG Capital Management, LLC
INCREASED
Shares45,733 from 20,852
Change+24,881 (+119%)
Value$28.0M (+$15.9M)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares45,356 from 41,702
Change+3,654 (+9%)
Value$27.7M (+$3.5M)
Filed 2026-10-08
TTP Investments, Inc.
INCREASED
Shares44,727 from 44,384
Change+343 (+1%)
Value$27.4M (+$1.6M)
Filed 2026-10-30
Plato Investment Management Ltd
INCREASED
Shares44,726 from 43,401
Change+1,325 (+3%)
Value$27.5M (+$2.4M)
Filed 2026-11-05
Calamos Wealth Management LLC
INCREASED
Shares44,644 from 36,764
Change+7,880 (+21%)
Value$27.3M (+$6.0M)
Filed 2026-11-02
Bochk Asset Management Ltd
INCREASED
Shares44,450 from 23,410
Change+21,040 (+90%)
Value$27.2M (+$13.6M)
Filed 2026-10-29
Thomas Story & SON LLC
DECREASED
Shares44,219 from 45,661
Change-1,442 (-3%)
Value$27.1M (+$526.5K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED
Shares44,178 from 44,090
Change+88 (+0%)
Value$23.8M (-$397.3K)
Filed 2026-10-21
Quadrant Capital Group LLC
INCREASED
Shares43,459 from 41,848
Change+1,611 (+4%)
Value$26.3M (+$2.0M)
Filed 2026-10-20
Convergence Investment Partners, LLC
INCREASED
Shares43,248 from 25,888
Change+17,360 (+67%)
Value$26.5M (+$11.4M)
Filed 2026-10-28
Trinity Street Asset Management LLP
DECREASED
Shares43,100 from 48,702
Change-5,602 (-11%)
Value$26.4M (-$1.9M)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares43,078 from 42,626
Change+452 (+1%)
Value$26.4M (+$1.6M)
Filed 2026-11-03
Professional Advisory Services Inc
DECREASED
Shares42,916 from 51,067
Change-8,151 (-16%)
Value$26.3M (-$3.4M)
Filed 2026-10-08
Securian Asset Management, Inc
DECREASED
Shares42,404 from 43,330
Change-926 (-2%)
Value$25.9M (+$4.5M)
Filed 2026-11-06
Everest Financial Group LLC
INCREASED
Shares42,177 from 41,537
Change+640 (+2%)
Value$25.8M (+$1.7M)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares42,037 from 40,945
Change+1,092 (+3%)
Value$25.7M (+$1.9M)
Filed 2026-10-23
Kintegral Advisory, LLC
INCREASED
Shares41,961 from 41,724
Change+237 (+1%)
Value$25.7M (+$1.4M)
Filed 2026-10-16
J. Safra Sarasin Holding AG
DECREASED
Shares41,314 from 43,848
Change-2,534 (-6%)
Value$19.6M (-$530.3K)
Filed 2026-10-26
Mizuho Markets Cayman LP
DECREASED
Shares41,136 from 41,665
Change-529 (-1%)
Value$25.2M (+$961.7K)
Filed 2026-11-09
Choreo, LLC
INCREASED
Shares41,075 from 37,545
Change+3,530 (+9%)
Value$25.1M (+$3.3M)
Filed 2026-10-28
Canada Post Corp Registered Pension Plan
DECREASED
Shares41,000 from 44,790
Change-3,790 (-8%)
Value$24.9M (-$1.1M)
Filed 2026-11-09
Williams Jones Wealth Management, Llc.
DECREASED
Shares40,624 from 46,701
Change-6,077 (-13%)
Value$24.9M (-$2.3M)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares40,434 from 38,629
Change+1,805 (+5%)
Value$24.7M (+$2.3M)
Filed 2026-10-13
Sawgrass Asset Management LLC
DECREASED
Shares40,365 from 40,440
Change-75 (0%)
Value$24.7M (+$1.2M)
Filed 2026-11-03
Coldstream Capital Management Inc
DECREASED
Shares40,347 from 40,733
Change-386 (-1%)
Value$24.7M (+$1.0M)
Filed 2026-11-09
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
NEW
Shares40,072
Change+40,072
Value$24.5M
Filed 2026-10-22
Dutch Asset Corp
INCREASED
Shares39,870 from 38,260
Change+1,610 (+4%)
Value$24.4M (+$2.2M)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares38,990 from 35,850
Change+3,140 (+9%)
Value$23.9M (+$3.0M)
Filed 2026-11-05
Petredis Investment Advisors LLC
INCREASED
Shares38,976 from 38,821
Change+155 (+0%)
Value$23.8M (+$1.3M)
Filed 2026-10-20
Naples Global Advisors, LLC
DECREASED
Shares38,938 from 40,423
Change-1,485 (-4%)
Value$23.8M (+$338.4K)
Filed 2026-11-05
Werlinich Asset Management, LLC
DECREASED
Shares38,805 from 39,505
Change-700 (-2%)
Value$23.7M (+$790.5K)
Filed 2026-10-09
Temasek Holdings (Private) Ltd
INCREASED
Shares38,651 from 25,102
Change+13,549 (+54%)
Value$23.6M (+$9.1M)
Filed 2026-10-28
Praxis Investment Management Inc
UNCHANGED
Shares38,530 from 38,530
Change0 (0%)
Value$23.6M (+$1.2M)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares38,072 from 41,981
Change-3,909 (-9%)
Value$23.3M (-$1.1M)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
DECREASED
Shares37,909 from 40,261
Change-2,352 (-6%)
Value$21.5M (-$1.9M)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares37,800 from 45,712
Change-7,912 (-17%)
Value$23.1M (-$3.4M)
Filed 2026-10-22
Stanley-Laman Group, Ltd.
DECREASED
Shares37,798 from 38,205
Change-407 (-1%)
Value$23.1M (+$929.6K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares37,785 from 34,617
Change+3,168 (+9%)
Value$23.1M (+$4.4M)
Filed 2026-10-13
Pathway Wealth Management LLC
DECREASED
Shares37,565 from 37,610
Change-45 (0%)
Value$23.0M (+$1.1M)
Filed 2026-10-19
SP Asset Management LLC
DECREASED
Shares37,151 from 44,104
Change-6,953 (-16%)
Value$22.7M (-$2.9M)
Filed 2026-11-05
Venture Visionary Partners LLC
INCREASED
Shares36,803 from 36,096
Change+707 (+2%)
Value$22.5M (+$1.5M)
Filed 2026-10-07
Loftus Peak Pty Ltd
DECREASED
Shares36,718 from 60,824
Change-24,106 (-40%)
Value$22.5M (-$12.9M)
Filed 2026-10-15
Natixis
DECREASED
Shares36,606 from 227,924
Change-191,318 (-84%)
Value$22.4M (-$110.0M)
Filed 2026-11-06
Emerald Investment Advisers, LLC
INCREASED
Shares36,593 from 34,391
Change+2,202 (+6%)
Value$22.4M (+$2.4M)
Filed 2026-11-09
Sigma Planning Corp
DECREASED
Shares36,586 from 38,503
Change-1,917 (-5%)
Value$22.0M (-$328.8K)
Filed 2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares36,161 from 28,200
Change+7,961 (+28%)
Value$22.1M (+$5.7M)
Filed 2026-10-22
Lynch Asset Management, Inc.
DECREASED
Shares35,350 from 35,400
Change-50 (0%)
Value$21.6M (+$1.1M)
Filed 2026-10-28
Sanders Morris Harris LLC
INCREASED
Shares35,272 from 4,167
Change+31,105 (+746%)
Value$21.6M (+$19.2M)
Filed 2026-10-14
Thoroughbred Financial Services, LLC
DECREASED
Shares35,253 from 36,113
Change-860 (-2%)
Value$21.6M (+$588.0K)
Filed 2026-11-09
Patten & Patten Inc
DECREASED
Shares35,055 from 36,406
Change-1,351 (-4%)
Value$21.4M (+$296.6K)
Filed 2026-10-26
Trust Co of Toledo NA
DECREASED
Shares34,428 from 37,083
Change-2,655 (-7%)
Value$21.1M (-$480.2K)
Filed 2026-10-16
Belvedere Trading LLC
INCREASED
Shares34,427 from 29,315
Change+5,112 (+17%)
Value$21.1M (+$4.0M)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares34,250 from 37,115
Change-2,865 (-8%)
Value$21.0M (-$607.7K)
Filed 2026-10-29
Strategic Planning Group, LLC
INCREASED
Shares33,431 from 32,708
Change+723 (+2%)
Value$20.5M (+$1.5M)
Filed 2026-10-22
RPG Investment Advisory, LLC
DECREASED
Shares33,409 from 58,125
Change-24,716 (-43%)
Value$20.4M (-$13.3M)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
DECREASED
Shares33,335 from 33,923
Change-588 (-2%)
Value$20.4M (+$686.8K)
Filed 2026-10-16
Teamwork Financial Advisors, LLC
DECREASED
Shares33,193 from 41,602
Change-8,409 (-20%)
Value$20.3M (-$3.9M)
Filed 2026-10-19
Yarbrough Capital, LLC
UNCHANGED
Shares32,864 from 32,864
Change0 (0%)
Value$20.1M (+$1.0M)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares32,779 from 31,497
Change+1,282 (+4%)
Value$20.2M (+$3.1M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares32,760 from 34,822
Change-2,062 (-6%)
Value$20.0M (+$78.1K)
Filed 2026-10-21
Maytree Asset Management Ltd
INCREASED
Shares32,619 from 11,527
Change+21,092 (+183%)
Value$20.0M (+$13.3M)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares32,515 from 26,737
Change+5,778 (+22%)
Value$19.9M (+$4.4M)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
INCREASED
Shares32,447 from 32,340
Change+107 (+0%)
Value$19.8M (+$1.1M)
Filed 2026-10-21
First National Trust Co
DECREASED
Shares32,402 from 33,461
Change-1,059 (-3%)
Value$19.8M (+$384.4K)
Filed 2026-10-28
Argonautica Private Wealth Management, Inc
DECREASED
Shares32,327 from 35,322
Change-2,995 (-8%)
Value$19.8M (-$742.5K)
Filed 2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED
Shares32,258 from 33,335
Change-1,077 (-3%)
Value$19.7M (+$369.3K)
Filed 2026-10-22
Jessup Wealth Management, Inc
DECREASED
Shares32,200 from 35,255
Change-3,055 (-9%)
Value$19.7M (-$781.5K)
Filed 2026-10-20
Shikiar Asset Management Inc
DECREASED
Shares31,796 from 35,913
Change-4,117 (-11%)
Value$19.5M (-$1.4M)
Filed 2026-10-20
Investment House LLC
DECREASED
Shares31,530 from 37,355
Change-5,825 (-16%)
Value$19.3M (-$2.4M)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares31,501 from 32,004
Change-503 (-2%)
Value$19.3M (+$679.6K)
Filed 2026-10-30
KRS Capital Management, LLC
INCREASED
Shares31,424 from 31,391
Change+33 (+0%)
Value$19.2M (+$988.6K)
Filed 2026-10-16
Washington Trust Bank
INCREASED
Shares31,356 from 30,072
Change+1,284 (+4%)
Value$19.2M (+$1.7M)
Filed 2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED
Shares31,325 from 33,203
Change-1,878 (-6%)
Value$19.2M (-$124.7K)
Filed 2026-10-30
Masterinvest Kapitalanlage GmbH
INCREASED
Shares31,238 from 24,989
Change+6,249 (+25%)
Value$19.1M (+$4.6M)
Filed 2026-11-03
Tempo Wealth, LLC
DECREASED
Shares31,070 from 32,677
Change-1,607 (-5%)
Value$19.0M (+$25.1K)
Filed 2026-10-14
Schear Investment Advisers, LLC
INCREASED
Shares31,070 from 29,871
Change+1,199 (+4%)
Value$19.0M (+$1.7M)
Filed 2026-10-14
Citizens Financial Group Inc
DECREASED
Shares30,771 from 31,037
Change-266 (-1%)
Value$18.8M (+$794.7K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
DECREASED
Shares30,746 from 35,094
Change-4,348 (-12%)
Value$18.8M (-$1.6M)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares30,613
Change+30,613
Value$18.7M
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares30,589 from 34,812
Change-4,223 (-12%)
Value$18.7M (-$1.5M)
Filed 2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares30,534 from 24,086
Change+6,448 (+27%)
Value$18.7M (+$4.7M)
Filed 2026-11-05
Genoa Capital Gestora de Recursos Ltda.
NEW
Shares30,421
Change+30,421
Value$18.6M
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares30,327 from 49,458
Change-19,131 (-39%)
Value$18.6M (-$10.2M)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares30,240 from 21,020
Change+9,220 (+44%)
Value$18.5M (+$6.3M)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares30,217 from 28,201
Change+2,016 (+7%)
Value$18.8M (+$3.0M)
Filed 2026-10-09
Mirae Asset Securities (USA) Inc.
INCREASED
Shares30,196 from 30,082
Change+114 (+0%)
Value$18.5M (+$997.8K)
Filed 2026-10-15
American Assets Investment Management, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$18.4M (+$925.5K)
Filed 2026-10-30
Cache Advisors, LLC
INCREASED
Shares29,995 from 27,855
Change+2,140 (+8%)
Value$18.3M (+$2.2M)
Filed 2026-10-16
Fideuram Asset Management (Ireland) dac
DECREASED
Shares29,852 from 81,668
Change-51,816 (-63%)
Value$15.2M (-$19.2M)
Filed 2026-10-29
Vest Financial, LLC
INCREASED
Shares29,732 from 28,848
Change+884 (+3%)
Value$18.2M (+$1.4M)
Filed 2026-10-21
Summerhill Capital Management lnc.
DECREASED
Shares29,683 from 29,913
Change-230 (-1%)
Value$18.2M (+$782.1K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares29,164 from 27,057
Change+2,107 (+8%)
Value$17.8M (+$2.1M)
Filed 2026-10-22
Moran Wealth Management, LLC
INCREASED
Shares29,122 from 28,899
Change+223 (+1%)
Value$17.8M (+$1.0M)
Filed 2026-10-22
DCF Advisers, LLC
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$17.7M (+$894.7K)
Filed 2026-11-04
Cypress Asset Management Inc
DECREASED
Shares28,723 from 30,857
Change-2,134 (-7%)
Value$17.6M (-$353.6K)
Filed 2026-10-09
Quantum Private Wealth, LLC
DECREASED
Shares28,579 from 28,598
Change-19 (0%)
Value$17.5M (+$870.6K)
Filed 2026-10-20
Mitchell Capital Management Co
DECREASED
Shares28,525 from 28,543
Change-18 (0%)
Value$17.5M (+$869.5K)
Filed 2026-10-29
Knights of Columbus Asset Advisors LLC
DECREASED
Shares28,201 from 28,470
Change-269 (-1%)
Value$17.3M (+$713.7K)
Filed 2026-11-05
Great Lakes Advisors, LLC
DECREASED
Shares27,995 from 30,251
Change-2,256 (-7%)
Value$17.1M (-$446.5K)
Filed 2026-11-06
Genus Capital Management Inc.
DECREASED
Shares27,475 from 30,800
Change-3,325 (-11%)
Value$16.8M (-$1.1M)
Filed 2026-11-04
Bdf-Gestion
DECREASED
Shares27,307 from 27,726
Change-419 (-2%)
Value$16.7M (-$55.9M)
Filed 2026-10-19
Crestwood Advisors Group, LLC
INCREASED
Shares27,247 from 26,040
Change+1,207 (+5%)
Value$16.7M (+$1.5M)
Filed 2026-10-27
Franchise GP Ltd
DECREASED
Shares27,040 from 37,370
Change-10,330 (-28%)
Value$16.5M (-$5.2M)
Filed 2026-10-16
S-Bank Fund Management Ltd
INCREASED
Shares27,017 from 6,382
Change+20,635 (+323%)
Value$16.5M (+$12.8M)
Filed 2026-11-06
Makena Capital Management LLC
NEW
Shares27,004
Change+27,004
Value$16.5M
Filed 2026-11-06
OMC Financial Services LTD
DECREASED
Shares26,972 from 43,499
Change-16,527 (-38%)
Value$16.5M (-$8.8M)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares26,944 from 28,889
Change-1,945 (-7%)
Value$16.5M (-$298.9K)
Filed 2026-11-03
Cidel Asset Management Inc
DECREASED
Shares26,936 from 34,494
Change-7,558 (-22%)
Value$16.5M (-$3.6M)
Filed 2026-10-29
Institute for Wealth Management, Llc.
DECREASED
Shares26,837 from 27,331
Change-494 (-2%)
Value$16.4M (+$540.9K)
Filed 2026-11-06
Chase Investment Counsel Corp
DECREASED
Shares26,724 from 29,567
Change-2,843 (-10%)
Value$16.3M (-$827.0K)
Filed 2026-11-09
SeaBridge Investment Advisors LLC
DECREASED
Shares26,680 from 27,450
Change-770 (-3%)
Value$16.3M (+$375.8K)
Filed 2026-11-02
Icici Prudential Asset Management Co Ltd
DECREASED
Shares26,641 from 26,965
Change-324 (-1%)
Value$16.3M (+$633.7K)
Filed 2026-11-06
Investors Asset Management of Georgia Inc
DECREASED
Shares26,523 from 26,708
Change-185 (-1%)
Value$16.2M (+$710.8K)
Filed 2026-10-20
Linden Thomas Advisory Services, LLC
INCREASED
Shares26,485 from 26,147
Change+338 (+1%)
Value$16.2M (+$1.0M)
Filed 2026-10-19
Sierra Summit Advisors LLC
INCREASED
Shares26,197 from 3,969
Change+22,228 (+560%)
Value$16.0M (+$13.7M)
Filed 2026-10-28
Meiji Yasuda America Inc
INCREASED
Shares25,912 from 20,868
Change+5,044 (+24%)
Value$15.9M (+$3.7M)
Filed 2026-10-22
Riggs Asset Managment Co. Inc.
INCREASED
Shares25,839 from 25,827
Change+12 (+0%)
Value$15.8M (+$804.1K)
Filed 2026-11-05
Midwest Professional Planners, Ltd.
DECREASED
Shares25,343 from 26,424
Change-1,081 (-4%)
Value$15.5M (+$153.9K)
Filed 2026-10-29
BNC Wealth Management, LLC
INCREASED
Shares25,310 from 21,293
Change+4,017 (+19%)
Value$15.5M (+$3.1M)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares25,189 from 27,902
Change-2,713 (-10%)
Value$15.4M (-$798.9K)
Filed 2026-10-27
Purus Wealth Management, LLC
DECREASED
Shares25,177 from 25,543
Change-366 (-1%)
Value$15.4M (+$563.9K)
Filed 2026-10-15
Asset One Wealth Management LLC
INCREASED
Shares24,861 from 23,072
Change+1,789 (+8%)
Value$15.2M (+$3.0M)
Filed 2026-11-02
Nepsis Inc.
DECREASED
Shares24,468 from 30,099
Change-5,631 (-19%)
Value$15.0M (-$2.5M)
Filed 2026-10-13
Parsons Capital Management Inc
DECREASED
Shares23,901 from 23,996
Change-95 (0%)
Value$14.6M (+$682.2K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares23,785 from 23,126
Change+659 (+3%)
Value$14.6M (+$1.1M)
Filed 2026-10-22
Tema Etfs LLC
DECREASED
Shares23,768 from 34,557
Change-10,789 (-31%)
Value$14.5M (-$5.5M)
Filed 2026-10-16
RMR Wealth Builders
DECREASED
Shares23,551 from 27,427
Change-3,876 (-14%)
Value$14.4M (-$1.5M)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares23,352 from 22,512
Change+840 (+4%)
Value$14.3M (+$1.2M)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares23,331 from 22,632
Change+699 (+3%)
Value$14.3M (+$1.1M)
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares23,272 from 23,381
Change-109 (0%)
Value$14.2M (+$654.2K)
Filed 2026-10-29
Alerus Financial NA
INCREASED
Shares23,197 from 18,269
Change+4,928 (+27%)
Value$14.2M (+$3.6M)
Filed 2026-11-09
Sustainable Insight Capital Management, LLC
DECREASED
Shares23,148 from 24,048
Change-900 (-4%)
Value$14.2M (+$191.3K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares23,033 from 14,074
Change+8,959 (+64%)
Value$14.1M (+$5.9M)
Filed 2026-10-21
Gunderson Capital Management LLC
DECREASED
Shares22,973 from 43,600
Change-20,627 (-47%)
Value$14.1M (-$11.3M)
Filed 2026-10-15
Warm Springs Advisors Inc.
DECREASED
Shares22,872 from 25,186
Change-2,314 (-9%)
Value$14.0M (-$638.6K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares22,859 from 19,640
Change+3,219 (+16%)
Value$14.0M (+$2.6M)
Filed 2026-10-08
Norden Group LLC
INCREASED
Shares22,716 from 21,107
Change+1,609 (+8%)
Value$13.9M (+$1.6M)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares22,590 from 23,358
Change-768 (-3%)
Value$13.8M (+$250.8K)
Filed 2026-10-13
Blue Fin Capital, Inc.
INCREASED
Shares22,383 from 22,335
Change+48 (+0%)
Value$13.7M (+$718.4K)
Filed 2026-10-28
Pacifica Partners Inc.
DECREASED
Shares22,261 from 22,936
Change-675 (-3%)
Value$13.7M (+$1.8M)
Filed 2026-10-09
BG Investment Services, LLC
INCREASED
Shares22,173 from 726
Change+21,447 (+2954%)
Value$13.6M (+$13.1M)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares21,973 from 21,524
Change+449 (+2%)
Value$13.4M (+$939.1K)
Filed 2026-11-09
Slow Capital, Inc.
INCREASED
Shares21,669 from 21,661
Change+8 (+0%)
Value$13.3M (+$673.1K)
Filed 2026-10-23
Great Valley Advisor Group, Inc.
INCREASED
Shares21,639 from 21,320
Change+319 (+2%)
Value$13.2M (+$853.0K)
Filed 2026-11-09
SFE Investment Counsel
DECREASED
Shares21,540 from 23,759
Change-2,219 (-9%)
Value$13.2M (-$624.5K)
Filed 2026-10-29
Stiles Financial Services Inc
DECREASED
Shares21,492 from 21,790
Change-298 (-1%)
Value$13.1M (+$489.9K)
Filed 2026-10-30
Destiny Wealth Partners, LLC
INCREASED
Shares21,455 from 18,265
Change+3,190 (+17%)
Value$10.0M (+$1.3M)
Filed 2026-11-05
Peterson Wealth Services
INCREASED
Shares21,344 from 3,951
Change+17,393 (+440%)
Value$13.1M (+$10.8M)
Filed 2026-10-26
Leuthold Group, LLC
INCREASED
Shares21,344 from 18,545
Change+2,799 (+15%)
Value$13.1M (+$2.3M)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares21,322 from 19,804
Change+1,518 (+8%)
Value$13.0M (+$1.5M)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares21,265 from 16,355
Change+4,910 (+30%)
Value$13.0M (+$3.5M)
Filed 2026-10-14
AMF Tjanstepension AB
DECREASED
Shares21,113 from 24,687
Change-3,574 (-14%)
Value$12.9M (-$1.4M)
Filed 2026-10-22
Midwest Financial Group LLC
DECREASED
Shares21,109 from 21,269
Change-160 (-1%)
Value$12.9M (+$558.3K)
Filed 2026-10-15
Ellsworth Advisors, LLC
DECREASED
Shares21,106 from 22,431
Change-1,325 (-6%)
Value$12.9M (+$1.0M)
Filed 2026-10-15
Titleist Asset Management, LLC
DECREASED
Shares21,100 from 22,086
Change-986 (-4%)
Value$12.9M (+$78.5K)
Filed 2026-10-08
Azzad Asset Management Inc
INCREASED
Shares21,085 from 19,024
Change+2,061 (+11%)
Value$12.9M (+$1.8M)
Filed 2026-11-04
Pictet North America Advisors SA
DECREASED
Shares21,084 from 22,889
Change-1,805 (-8%)
Value$12.9M (-$398.1K)
Filed 2026-10-21
Finer Wealth Management, Inc.
DECREASED
Shares20,793 from 21,980
Change-1,187 (-5%)
Value$12.7M (-$48.1K)
Filed 2026-10-16
Evergreen Capital Management LLC
DECREASED
Shares20,566 from 20,636
Change-70 (0%)
Value$12.6M (+$593.8K)
Filed 2026-10-23
Elyxium Wealth, LLC
INCREASED
Shares20,556 from 20,519
Change+37 (+0%)
Value$12.6M (+$655.6K)
Filed 2026-10-27
Argent Trust Co
DECREASED
Shares20,458 from 21,365
Change-907 (-4%)
Value$12.5M (+$104.2K)
Filed 2026-11-09
Cane Capital Partners, LLC
DECREASED
Shares20,342 from 20,888
Change-546 (-3%)
Value$12.4M (+$310.4K)
Filed 2026-10-23
Morse Asset Management, Inc
INCREASED
Shares20,025 from 19,984
Change+41 (+0%)
Value$12.3M (+$641.6K)
Filed 2026-11-09
Kesler, Norman & Wride, LLC
INCREASED
Shares19,988 from 19,557
Change+431 (+2%)
Value$12.2M (+$867.1K)
Filed 2026-11-06
Spire Wealth Management
DECREASED
Shares19,952 from 24,458
Change-4,506 (-18%)
Value$12.2M (-$2.0M)
Filed 2026-10-30
Kurv Investment Management LLC
INCREASED
Shares19,877 from 17,450
Change+2,427 (+14%)
Value$12.2M (+$2.0M)
Filed 2026-10-28
Highland Capital Management, LLC
INCREASED
Shares19,788 from 16,708
Change+3,080 (+18%)
Value$12.1M (+$2.4M)
Filed 2026-10-26
Lazari Capital Management, Inc.
DECREASED
Shares19,628 from 20,134
Change-506 (-3%)
Value$12.0M (+$311.6K)
Filed 2026-10-20
Overbrook Management Corp
DECREASED
Shares19,617 from 24,644
Change-5,027 (-20%)
Value$12.0M (-$2.3M)
Filed 2026-10-08
Rossmore Private Capital
INCREASED
Shares19,543 from 18,583
Change+960 (+5%)
Value$12.0M (+$1.2M)
Filed 2026-10-27
Occidental Asset Management, LLC
DECREASED
Shares19,413 from 20,006
Change-593 (-3%)
Value$11.9M (+$254.4K)
Filed 2026-11-05
Maxi Investments CY Ltd
INCREASED
Shares19,400 from 13,000
Change+6,400 (+49%)
Value$11.9M (+$4.3M)
Filed 2026-10-26
Independence Bank of Kentucky
DECREASED
Shares19,344 from 20,483
Change-1,139 (-6%)
Value$11.8M (-$64.9K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares19,256 from 18,966
Change+290 (+2%)
Value$11.8M (+$762.8K)
Filed 2026-11-05
Everhart Financial Group, Inc.
INCREASED
Shares19,130 from 18,209
Change+921 (+5%)
Value$11.7M (+$1.1M)
Filed 2026-10-08
Pachira Investments Inc.
INCREASED
Shares19,091 from 604
Change+18,487 (+3061%)
Value$11.7M (+$11.3M)
Filed 2026-10-14
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$11.6M (+$586.2K)
Filed 2026-10-28
StoryOne LLC
INCREASED
Shares18,670 from 6,639
Change+12,031 (+181%)
Value$11.4M (+$7.6M)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares18,413 from 18,530
Change-117 (-1%)
Value$11.3M (+$499.7K)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares18,399 from 18,713
Change-314 (-2%)
Value$11.3M (+$385.2K)
Filed 2026-10-05
Harfst & Associates, Inc.
DECREASED
Shares18,329 from 19,090
Change-761 (-4%)
Value$11.2M (+$123.4K)
Filed 2026-10-20
Trust Asset Management LLC
UNCHANGED
Shares18,217 from 18,217
Change0 (0%)
Value$11.1M (+$562.0K)
Filed 2026-11-03
Sage Capital Advisors,llc
INCREASED
Shares18,207 from 18,205
Change+2 (+0%)
Value$11.1M (+$562.8K)
Filed 2026-10-13
Heck Capital Advisors, LLC
INCREASED
Shares18,199 from 18,058
Change+141 (+1%)
Value$11.1M (+$643.3K)
Filed 2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares18,133 from 22,530
Change-4,397 (-20%)
Value$11.1M (-$2.0M)
Filed 2026-11-03
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares18,075 from 20,042
Change-1,967 (-10%)
Value$11.1M (-$585.0K)
Filed 2026-11-05
Glynn Capital Management LLC
DECREASED
Shares18,049 from 24,860
Change-6,811 (-27%)
Value$11.0M (-$3.4M)
Filed 2026-10-07
Hantz Financial Services, Inc.
INCREASED
Shares17,975 from 16,681
Change+1,294 (+8%)
Value$11.0M (+$1.3M)
Filed 2026-11-09
HWG Holdings LP
INCREASED
Shares17,882 from 5,912
Change+11,970 (+202%)
Value$10.9M (+$7.5M)
Filed 2026-10-08
CX Institutional
INCREASED
Shares17,878 from 17,830
Change+48 (+0%)
Value$10.9M (+$579.0K)
Filed 2026-10-02
Covea Finance
DECREASED
Shares17,759 from 100,044
Change-82,285 (-82%)
Value$10.9M (-$47.3M)
Filed 2026-10-21
Advisors Management Group Inc
DECREASED
Shares17,657 from 24,010
Change-6,353 (-26%)
Value$10.8M (-$3.1M)
Filed 2026-11-05
Integrated Financial Solutions, Inc.
DECREASED
Shares17,630 from 18,320
Change-690 (-4%)
Value$10.8M (+$143.1K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares17,622 from 17,114
Change+508 (+3%)
Value$10.8M (+$838.6K)
Filed 2026-10-13
City Holding Co
DECREASED
Shares17,582 from 18,571
Change-989 (-5%)
Value$10.8M (-$32.0K)
Filed 2026-10-19
Regatta Capital Group, LLC
NEW
Shares17,533
Change+17,533
Value$10.7M
Filed 2026-10-23
Generali Investments, Management Co LLC
INCREASED
Shares17,519 from 7,044
Change+10,475 (+149%)
Value$10.7M (+$6.6M)
Filed 2026-10-19
Tilia Fiduciary Partners, Inc.
DECREASED
Shares17,258 from 19,313
Change-2,055 (-11%)
Value$10.6M (-$661.1K)
Filed 2026-10-09
Integrity Alliance, Llc.
INCREASED
Shares17,181 from 13,569
Change+3,612 (+27%)
Value$10.5M (+$2.6M)
Filed 2026-10-29
Marathon Wealth Advisors LLC
DECREASED
Shares17,148 from 17,645
Change-497 (-3%)
Value$10.5M (+$240.3K)
Filed 2026-11-04
Fulcrum Asset Management LLP
INCREASED
Shares17,123 from 11,489
Change+5,634 (+49%)
Value$10.4M (+$4.2M)
Filed 2026-11-04
Dana Investment Advisors, Inc.
INCREASED
Shares17,028 from 12,290
Change+4,738 (+39%)
Value$10.4M (+$3.3M)
Filed 2026-11-06
Left Brain Wealth Management, LLC
DECREASED
Shares17,025 from 17,528
Change-503 (-3%)
Value$10.4M (+$233.0K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
INCREASED
Shares16,910 from 15,805
Change+1,105 (+7%)
Value$10.3M (+$1.2M)
Filed 2026-11-02
WealthPlan Investment Management, LLC
DECREASED
Shares16,838 from 18,847
Change-2,009 (-11%)
Value$10.3M (-$647.6K)
Filed 2026-10-15
Nvwm, LLC
DECREASED
Shares16,609 from 16,815
Change-206 (-1%)
Value$10.2M (+$392.7K)
Filed 2026-10-14
WD Rutherford LLC
DECREASED
Shares16,594 from 19,362
Change-2,768 (-14%)
Value$10.2M (-$1.1M)
Filed 2026-10-26
Kercheville Advisors, LLC
DECREASED
Shares16,545 from 17,100
Change-555 (-3%)
Value$10.1M (+$188.0K)
Filed 2026-10-19
Cornerstone Planning, LLC
INCREASED
Shares16,530 from 4,450
Change+12,080 (+271%)
Value$9.7M (+$7.2M)
Filed 2026-10-27
Progressive Investment Management Corp
DECREASED
Shares16,508 from 16,706
Change-198 (-1%)
Value$10.1M (+$394.3K)
Filed 2026-10-26
Primoris Wealth Advisors, LLC
DECREASED
Shares16,487 from 18,398
Change-1,911 (-10%)
Value$10.1M (-$601.5K)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares16,476 from 21,213
Change-4,737 (-22%)
Value$10.1M (-$2.2M)
Filed 2026-10-28
Aaron Wealth Advisors LLC
DECREASED
Shares16,465 from 17,573
Change-1,108 (-6%)
Value$10.1M (-$135.7K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares16,411 from 15,613
Change+798 (+5%)
Value$10.0M (+$967.4K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares16,289 from 13,375
Change+2,914 (+22%)
Value$10.0M (+$2.2M)
Filed 2026-11-03
Oak Thistle LLC
INCREASED
Shares16,288 from 12,431
Change+3,857 (+31%)
Value$10.0M (+$2.7M)
Filed 2026-10-21
Boothe Investment Group, Inc.
INCREASED
Shares16,245 from 16,082
Change+163 (+1%)
Value$9.9M (+$595.8K)
Filed 2026-10-22
Insight Advisors, LLC/ PA
DECREASED
Shares16,239 from 18,251
Change-2,012 (-11%)
Value$9.9M (-$667.8K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
INCREASED
Shares16,069 from 11,630
Change+4,439 (+38%)
Value$9.8M (+$3.1M)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares16,040 from 13,586
Change+2,454 (+18%)
Value$9.7M (+$2.1M)
Filed 2026-10-20
Capital Investment Counsel, Inc
INCREASED
Shares16,037 from 16,022
Change+15 (+0%)
Value$9.8M (+$503.5K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares16,023 from 16,653
Change-630 (-4%)
Value$9.8M (+$128.3K)
Filed 2026-11-04
Nations Financial Group Inc,
DECREASED
Shares16,005 from 18,742
Change-2,737 (-15%)
Value$9.8M (-$1.1M)
Filed 2026-11-05
Artemis Wealth Advisors, LLC
INCREASED
Shares16,000 from 12,500
Change+3,500 (+28%)
Value$9.8M (+$2.5M)
Filed 2026-11-05
Parkside Investments, LLC
DECREASED
Shares15,958 from 17,074
Change-1,116 (-7%)
Value$9.8M (-$156.0K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares15,927 from 16,013
Change-86 (-1%)
Value$9.7M (+$441.4K)
Filed 2026-10-26
Linscomb Wealth, Inc.
DECREASED
Shares15,917 from 16,558
Change-641 (-4%)
Value$9.7M (+$118.7K)
Filed 2026-11-05
bLong Financial, LLC
INCREASED
Shares15,810 from 15,710
Change+100 (+1%)
Value$9.7M (+$545.8K)
Filed 2026-10-29
Partners Wealth Management, LLC
INCREASED
Shares15,758 from 1,763
Change+13,995 (+794%)
Value$9.6M (+$8.6M)
Filed 2026-10-28
Boston Common Asset Management, LLC
DECREASED
Shares15,749 from 15,958
Change-209 (-1%)
Value$9.6M (+$364.4K)
Filed 2026-10-13
Portfolio Design Labs, LLC
DECREASED
Shares15,707 from 15,798
Change-91 (-1%)
Value$9.6M (+$431.7K)
Filed 2026-11-04
Money Concepts Capital Corp
INCREASED
Shares15,684 from 15,671
Change+13 (+0%)
Value$9.6M (+$491.4K)
Filed 2026-11-06
United Bank
DECREASED
Shares15,621 from 17,009
Change-1,388 (-8%)
Value$9.6M (-$324.4K)
Filed 2026-11-06
Capital Advantage, Inc.
DECREASED
Shares15,558 from 18,668
Change-3,110 (-17%)
Value$9.5M (-$1.3M)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares15,534 from 12,301
Change+3,233 (+26%)
Value$9.0M (+$1.9M)
Filed 2026-11-03
Hall Laurie J Trustee
DECREASED
Shares15,525 from 15,927
Change-402 (-3%)
Value$9.5M (+$245.4K)
Filed 2026-10-06
North Star Investment Management Corp.
DECREASED
Shares15,523 from 16,729
Change-1,206 (-7%)
Value$9.5M (-$221.7K)
Filed 2026-10-27
Western Wealth Management, LLC
DECREASED
Shares15,449 from 19,573
Change-4,124 (-21%)
Value$9.5M (-$1.9M)
Filed 2026-11-09
Nfsg Corp
DECREASED
Shares15,387 from 19,845
Change-4,458 (-22%)
Value$9.4M (-$2.1M)
Filed 2026-10-15
Central Pacific Bank - Trust Division
INCREASED
Shares15,328 from 10,601
Change+4,727 (+45%)
Value$9.4M (+$3.2M)
Filed 2026-10-06
Cigna Investments Inc
DECREASED
Shares15,226 from 15,365
Change-139 (-1%)
Value$9.3M (+$390.0K)
Filed 2026-10-19
Hixon Zuercher, LLC
DECREASED
Shares14,954 from 15,649
Change-695 (-4%)
Value$9.1M (+$57.6K)
Filed 2026-10-13
Zions Bancorporation, National Association
DECREASED
Shares14,907 from 15,319
Change-412 (-3%)
Value$9.1M (+$220.5K)
Filed 2026-11-06
111 Capital
DECREASED
Shares14,893 from 16,058
Change-1,165 (-7%)
Value$9.1M (-$217.3K)
Filed 2026-11-03
Orange Investment Advisors, Inc.
DECREASED
Shares14,806 from 14,885
Change-79 (-1%)
Value$9.1M (+$410.9K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares14,739 from 18,614
Change-3,875 (-21%)
Value$9.0M (-$1.8M)
Filed 2026-10-20
Greg Jennings, LLC
NEW
Shares14,702
Change+14,702
Value$9.0M
Filed 2026-10-19
Thrive Capital Management, LLC
INCREASED
Shares14,700 from 12,733
Change+1,967 (+15%)
Value$9.0M (+$1.6M)
Filed 2026-10-28
Geneos Wealth Management Inc.
INCREASED
Shares14,633 from 11,760
Change+2,873 (+24%)
Value$9.0M (+$2.1M)
Filed 2026-11-09
Norway Savings Bank
DECREASED
Shares14,601 from 15,123
Change-522 (-3%)
Value$8.9M (+$147.2K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
DECREASED
Shares14,553 from 19,294
Change-4,741 (-25%)
Value$8.9M (-$2.3M)
Filed 2026-11-02
Fisher Funds Management LTD
INCREASED
Shares14,519 from 10,161
Change+4,358 (+43%)
Value$8.9M (+$3.0M)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares14,455 from 11,658
Change+2,797 (+24%)
Value$8.8M (+$2.1M)
Filed 2026-10-15
Optas, LLC
INCREASED
Shares14,392 from 8,391
Change+6,001 (+72%)
Value$8.8M (+$3.9M)
Filed 2026-11-09
Greenwood Capital Associates LLC
INCREASED
Shares14,151 from 13,649
Change+502 (+4%)
Value$8.7M (+$728.2K)
Filed 2026-10-27
Timothy G. Youngquist 2020 Irrevocable Trust
DECREASED
Shares14,040 from 15,904
Change-1,864 (-12%)
Value$8.6M (-$649.7K)
Filed 2026-10-13
Krilogy Financial LLC
INCREASED
Shares14,028 from 13,327
Change+701 (+5%)
Value$8.3M (+$594.2K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares13,992 from 11,661
Change+2,331 (+20%)
Value$8.6M (+$1.8M)
Filed 2026-10-14
Guinness Atkinson Asset Management Inc
DECREASED
Shares13,983 from 14,186
Change-203 (-1%)
Value$8.6M (+$313.5K)
Filed 2026-11-05
Mezzasalma Advisors, LLC
INCREASED
Shares13,902 from 12,077
Change+1,825 (+15%)
Value$8.5M (+$1.5M)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares13,861 from 13,523
Change+338 (+3%)
Value$8.5M (+$623.7K)
Filed 2026-10-27
CWA Asset Management Group, LLC
INCREASED
Shares13,860 from 13,553
Change+307 (+2%)
Value$8.5M (+$606.1K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares13,842 from 10,829
Change+3,013 (+28%)
Value$8.5M (+$2.2M)
Filed 2026-10-07
RFG Holdings, Inc.
DECREASED
Shares13,836 from 13,844
Change-8 (0%)
Value$8.5M (+$422.7K)
Filed 2026-10-30
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares13,771 from 16,639
Change-2,868 (-17%)
Value$8.4M (-$1.2M)
Filed 2026-10-21
Trust Investment Advisors
DECREASED
Shares13,717 from 13,756
Change-39 (0%)
Value$8.4M (+$400.5K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares13,676 from 12,939
Change+737 (+6%)
Value$8.4M (+$850.0K)
Filed 2026-10-08
Grant Private Wealth Management Inc
DECREASED
Shares13,548 from 14,585
Change-1,037 (-7%)
Value$8.3M (-$184.4K)
Filed 2026-10-19
HBK Sorce Advisory LLC
INCREASED
Shares13,548 from 13,318
Change+230 (+2%)
Value$5.5M (-$941.1K)
Filed 2026-11-06
Montag A & Associates Inc
DECREASED
Shares13,507 from 16,428
Change-2,921 (-18%)
Value$8.3M (-$1.3M)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares13,440 from 9,972
Change+3,468 (+35%)
Value$8.2M (+$2.4M)
Filed 2026-10-28
PVG Asset Management Corp
DECREASED
Shares13,424 from 13,429
Change-5 (0%)
Value$8.2M (+$410.9K)
Filed 2026-10-19
Westside Investment Management, Inc.
DECREASED
Shares13,416 from 13,886
Change-470 (-3%)
Value$8.4M (+$284.4K)
Filed 2026-11-02
Perkins Capital Management Inc
DECREASED
Shares13,404 from 13,904
Change-500 (-4%)
Value$8.2M (+$123.1K)
Filed 2026-11-02
Robocap Asset Management Ltd
DECREASED
Shares13,387 from 13,657
Change-270 (-2%)
Value$8.2M (+$256.1K)
Filed 2026-11-02
United Advisor Group, LLC
DECREASED
Shares13,361 from 13,969
Change-608 (-4%)
Value$8.2M (+$58.9K)
Filed 2026-11-03
Cullen Investment Group, Ltd.
DECREASED
Shares13,274 from 13,736
Change-462 (-3%)
Value$7.9M (-$91.4K)
Filed 2026-10-13
Violich Capital Management, Inc.
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$8.0M (+$404.1K)
Filed 2026-10-05
Rakuten Securities, Inc.
INCREASED
Shares13,091 from 6,209
Change+6,882 (+111%)
Value$8.0M (+$4.4M)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares13,020 from 13,501
Change-481 (-4%)
Value$8.0M (+$122.2K)
Filed 2026-10-23
Evanson Financial, LLC
INCREASED
Shares12,895 from 12,883
Change+12 (+0%)
Value$7.9M (+$404.8K)
Filed 2026-10-23
HighPoint Advisor Group LLC
DECREASED
Shares12,820 from 13,947
Change-1,127 (-8%)
Value$7.8M (-$259.2K)
Filed 2026-11-09
Cox Capital Mgt LLC
DECREASED
Shares12,813 from 12,854
Change-41 (0%)
Value$7.8M (+$371.5K)
Filed 2026-10-07
Westwood Wealth Management
DECREASED
Shares12,657 from 12,667
Change-10 (0%)
Value$7.7M (+$384.7K)
Filed 2026-10-29
Smithbridge Asset Management Inc
INCREASED
Shares12,628 from 11,529
Change+1,099 (+10%)
Value$7.7M (+$1.0M)
Filed 2026-10-19
Geneva Partners, LLC
NEW
Shares12,583
Change+12,583
Value$7.7M
Filed 2026-10-26
Valeo Financial Advisors, LLC
INCREASED
Shares12,507 from 12,242
Change+265 (+2%)
Value$7.7M (+$539.8K)
Filed 2026-10-08
Pacific Capital Partners Ltd
INCREASED
Shares12,489 from 9,106
Change+3,383 (+37%)
Value$7.6M (+$2.4M)
Filed 2026-10-28
Burney Co/
DECREASED
Shares12,483 from 20,166
Change-7,683 (-38%)
Value$7.6M (-$4.1M)
Filed 2026-10-15
PFC Capital Group, Inc.
DECREASED
Shares12,467 from 12,628
Change-161 (-1%)
Value$7.6M (+$291.8K)
Filed 2026-11-06
Certuity, LLC
INCREASED
Shares12,426 from 12,140
Change+286 (+2%)
Value$7.6M (+$698.1K)
Filed 2026-11-02
Florida Financial Advisors, LLC
INCREASED
Shares12,412 from 12,091
Change+321 (+3%)
Value$7.6M (+$569.4K)
Filed 2026-11-09
Marvin & Palmer Associates Inc
NEW
Shares12,386
Change+12,386
Value$7.6M
Filed 2026-11-09
Alpha Family Trust
UNCHANGED
Shares12,315 from 12,315
Change0 (0%)
Value$7.2M ($0)
Filed 2026-11-04
Moody National Bank Trust Division
DECREASED
Shares12,263 from 12,278
Change-15 (0%)
Value$7.5M (+$369.6K)
Filed 2026-10-06
Integrated Advisors Network LLC
DECREASED
Shares12,230 from 14,426
Change-2,196 (-15%)
Value$7.5M (-$898.4K)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares12,207 from 11,087
Change+1,120 (+10%)
Value$7.5M (+$1.0M)
Filed 2026-10-26
White Pine Capital LLC
DECREASED
Shares12,155 from 12,238
Change-83 (-1%)
Value$7.4M (+$326.8K)
Filed 2026-11-09
Cohen Klingenstein LLC
UNCHANGED
Shares12,100 from 12,100
Change0 (0%)
Value$7.4M (+$373.3K)
Filed 2026-10-15
IFG Advisory, LLC
INCREASED
Shares12,062 from 7,917
Change+4,145 (+52%)
Value$7.4M (+$2.8M)
Filed 2026-11-09
Viking Fund Management LLC
DECREASED
Shares12,000 from 17,000
Change-5,000 (-29%)
Value$7.3M (-$2.5M)
Filed 2026-10-14
FNY Investment Advisers, LLC
INCREASED
Shares11,979 from 2,500
Change+9,479 (+379%)
Value$7.3M (+$5.9M)
Filed 2026-10-16
Weaver Capital Management LLC
INCREASED
Shares11,947 from 7,101
Change+4,846 (+68%)
Value$7.3M (+$5.9M)
Filed 2026-10-15
71 West Capital Partners
INCREASED
Shares11,897 from 11,560
Change+337 (+3%)
Value$7.3M (+$562.8K)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares11,886 from 11,855
Change+31 (+0%)
Value$7.3M (+$384.7K)
Filed 2026-10-19
Parisi Gray Wealth Management
INCREASED
Shares11,803 from 11,508
Change+295 (+3%)
Value$7.2M (+$535.5K)
Filed 2026-10-16
Leelyn Smith, LLC
INCREASED
Shares11,743 from 10,335
Change+1,408 (+14%)
Value$7.2M (+$1.2M)
Filed 2026-11-03
Belpointe Asset Management LLC
INCREASED
Shares11,729 from 11,035
Change+694 (+6%)
Value$7.2M (+$765.3K)
Filed 2026-11-09
Alta Advisers Ltd
INCREASED
Shares11,726 from 6,392
Change+5,334 (+83%)
Value$7.2M (+$3.5M)
Filed 2026-11-02
Lazard Freres Gestion S.A.S.
DECREASED
Shares11,721 from 15,571
Change-3,850 (-25%)
Value$7.2M (-$1.9M)
Filed 2026-11-03
Waterfront Wealth Inc.
DECREASED
Shares11,721 from 13,795
Change-2,074 (-15%)
Value$6.3M (-$1.4M)
Filed 2026-11-03
Lockheed Martin Investment Management Co
DECREASED
Shares11,720 from 17,110
Change-5,390 (-31%)
Value$7.2M (-$2.8M)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares11,667 from 10,996
Change+671 (+6%)
Value$7.1M (+$749.7K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares11,567 from 11,542
Change+25 (+0%)
Value$7.1M (+$371.4K)
Filed 2026-11-04
Elite Wealth Management, Inc.
DECREASED
Shares11,447 from 12,298
Change-851 (-7%)
Value$7.0M (-$141.2K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares11,441 from 11,977
Change-536 (-4%)
Value$7.0M (+$42.1K)
Filed 2026-11-03
Romano Brothers and Company
DECREASED
Shares11,422 from 11,482
Change-60 (-1%)
Value$7.0M (+$317.5K)
Filed 2026-10-22
Elevatus Welath Management
DECREASED
Shares11,408 from 18,866
Change-7,458 (-40%)
Value$7.0M (-$4.0M)
Filed 2026-10-19
Aljian Capital Management, LLC
UNCHANGED
Shares11,381 from 11,381
Change0 (0%)
Value$7.0M (+$351.1K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares11,343 from 11,571
Change-228 (-2%)
Value$6.9M (+$217.3K)
Filed 2026-10-15
Leavell Investment Management, Inc.
DECREASED
Shares11,266 from 11,269
Change-3 (0%)
Value$6.9M (+$345.8K)
Filed 2026-11-09
Ibex Wealth Advisors
INCREASED
Shares11,245 from 10,429
Change+816 (+8%)
Value$6.9M (+$820.9K)
Filed 2026-11-06
Nwam LLC
DECREASED
Shares11,193 from 11,447
Change-254 (-2%)
Value$6.8M (+$197.5K)
Filed 2026-11-09
Avior Wealth Management, LLC
INCREASED
Shares11,173 from 10,830
Change+343 (+3%)
Value$6.8M (+$543.6K)
Filed 2026-10-13
Trilogy Capital Inc.
INCREASED
Shares11,150 from 11,075
Change+75 (+1%)
Value$6.8M (+$387.8K)
Filed 2026-10-20
Westview Management dba Westview Investment Advisors
INCREASED
Shares11,146 from 10,662
Change+484 (+5%)
Value$6.8M (+$625.0K)
Filed 2026-11-09
GAM Holding AG
DECREASED
Shares11,123 from 11,256
Change-133 (-1%)
Value$6.8M (+$265.9K)
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares11,103 from 10,911
Change+192 (+2%)
Value$6.7M (+$407.3K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares11,079 from 11,481
Change-402 (-3%)
Value$6.8M (+$108.3K)
Filed 2026-10-23
Meridian Financial Partners LLC
DECREASED
Shares11,072 from 11,344
Change-272 (-2%)
Value$6.2M (+$222.6K)
Filed 2026-10-23
Rezny Wealth Management, Inc.
INCREASED
Shares11,055 from 10,969
Change+86 (+1%)
Value$6.8M (+$391.0K)
Filed 2026-10-15
Grandview Asset Management LLC
DECREASED
Shares11,045 from 12,190
Change-1,145 (-9%)
Value$6.8M (-$342.4K)
Filed 2026-10-19
Genesee Capital Advisors, LLC
DECREASED
Shares11,033 from 11,318
Change-285 (-3%)
Value$6.7M (+$175.1K)
Filed 2026-10-20
Bell Bank
INCREASED
Shares11,010 from 10,733
Change+277 (+3%)
Value$6.7M (+$500.6K)
Filed 2026-10-21
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares11,000 from 12,500
Change-1,500 (-12%)
Value$6.7M (-$532.0K)
Filed 2026-11-06
SVB Wealth LLC
INCREASED
Shares10,963 from 8,073
Change+2,890 (+36%)
Value$6.7M (+$2.0M)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
INCREASED
Shares10,948 from 10,947
Change+1 (+0%)
Value$6.7M (+$338.3K)
Filed 2026-10-16
Blueprint Investment Partners LLC
NEW
Shares10,919
Change+10,919
Value$6.7M
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares10,791 from 10,169
Change+622 (+6%)
Value$6.6M (+$694.5K)
Filed 2026-11-04
Catalyst Financial Partners LLC
INCREASED
Shares10,790 from 10,189
Change+601 (+6%)
Value$6.6M (+$682.0K)
Filed 2026-11-06
Clearstead Trust, LLC
INCREASED
Shares10,790 from 10,741
Change+49 (+0%)
Value$6.6M (+$361.3K)
Filed 2026-11-06
Community Bank & Trust, Waco, Texas
DECREASED
Shares10,775 from 10,964
Change-189 (-2%)
Value$6.6M (+$223.0K)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares10,733 from 7,414
Change+3,319 (+45%)
Value$6.6M (+$2.3M)
Filed 2026-11-04
NFJ Investment Group, LLC
DECREASED
Shares10,726 from 36,003
Change-25,277 (-70%)
Value$6.6M (-$14.4M)
Filed 2026-11-09
Avantax Planning Partners, Inc.
DECREASED
Shares10,699 from 10,701
Change-2 (0%)
Value$6.5M (+$328.9K)
Filed 2026-11-03
MBL Wealth, LLC
INCREASED
Shares10,653 from 10,479
Change+174 (+2%)
Value$6.5M (+$429.7K)
Filed 2026-10-22
Palacios Wealth Management, LLC
DECREASED
Shares10,649 from 10,908
Change-259 (-2%)
Value$6.5M (+$178.1K)
Filed 2026-11-04
Sitrin Capital Management LLC
DECREASED
Shares10,608 from 10,769
Change-161 (-1%)
Value$6.5M (+$233.7K)
Filed 2026-10-19
Zullo Investment Group, Inc.
DECREASED
Shares10,607 from 10,640
Change-33 (0%)
Value$6.5M (+$308.1K)
Filed 2026-10-20
Fulton Bank, N.A.
INCREASED
Shares10,600 from 9,988
Change+612 (+6%)
Value$6.5M (+$682.5K)
Filed 2026-10-14
Mindset Wealth Management, LLC
DECREASED
Shares10,600 from 11,030
Change-430 (-4%)
Value$6.5M (+$77.2K)
Filed 2026-10-19
Visionary Wealth Advisors
DECREASED
Shares10,470 from 11,047
Change-577 (-5%)
Value$6.4M (-$12.0K)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
DECREASED
Shares10,467 from 10,570
Change-103 (-1%)
Value$6.4M (+$263.1K)
Filed 2026-11-06
Blue Zone Wealth Advisors, LLC
INCREASED
Shares10,464 from 10,409
Change+55 (+1%)
Value$6.4M (+$354.6K)
Filed 2026-10-19
WP Advisors, LLC
DECREASED
Shares10,454 from 10,479
Change-25 (0%)
Value$6.4M (+$308.0K)
Filed 2026-10-22
Summit Global Investments
INCREASED
Shares10,404 from 5,927
Change+4,477 (+76%)
Value$6.4M (+$2.9M)
Filed 2026-10-28
Perpetual Ltd
DECREASED
Shares10,372 from 10,989
Change-617 (-6%)
Value$6.3M (-$38.4K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares10,342 from 11,573
Change-1,231 (-11%)
Value$6.3M (-$396.0K)
Filed 2026-10-26
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares10,329 from 10,459
Change-130 (-1%)
Value$6.3M (+$243.1K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
DECREASED
Shares10,323 from 10,661
Change-338 (-3%)
Value$6.3M (+$122.1K)
Filed 2026-10-15
Cypress Capital Group
DECREASED
Shares10,281 from 16,686
Change-6,405 (-38%)
Value$6.3M (-$3.4M)
Filed 2026-11-03
AFG Fiduciary Services Limited Partnership
DECREASED
Shares10,211 from 10,401
Change-190 (-2%)
Value$6.2M (+$797.2K)
Filed 2026-10-21
Proactive Wealth Strategies LLC
INCREASED
Shares10,160 from 10,084
Change+76 (+1%)
Value$6.2M (+$357.6K)
Filed 2026-11-09
Founders Financial Securities LLC
DECREASED
Shares10,115 from 10,381
Change-266 (-3%)
Value$6.2M (+$157.7K)
Filed 2026-10-28
Quent Capital, LLC
INCREASED
Shares10,064 from 9,913
Change+151 (+2%)
Value$4.5M (-$1.3M)
Filed 2026-11-09
Strong Retirement Solutions LLC
DECREASED
Shares10,016 from 12,276
Change-2,260 (-18%)
Value$6.1M (-$1.0M)
Filed 2026-10-07
NIA Impact Advisors, LLC
DECREASED
Shares10,006 from 10,875
Change-869 (-8%)
Value$6.1M (-$196.0K)
Filed 2026-11-04
Legacy Financial Advisors, Inc.
DECREASED
Shares10,002 from 10,321
Change-319 (-3%)
Value$6.1M (+$123.1K)
Filed 2026-11-09
Broad Peak Investment Advisers Pte Ltd
NEW
Shares10,000
Change+10,000
Value$6.1M
Filed 2026-11-02
Scott & Selber, Inc.
DECREASED
Shares9,986 from 9,991
Change-5 (0%)
Value$6.1M (+$305.2K)
Filed 2026-10-21
Green Ridge Wealth Planning LLC
DECREASED
Shares9,970 from 10,240
Change-270 (-3%)
Value$6.1M (+$150.7K)
Filed 2026-10-08
Optimas Capital Ltd
DECREASED
Shares9,959 from 21,002
Change-11,043 (-53%)
Value$6.1M (-$6.1M)
Filed 2026-11-03
Silver OAK Securities, Incorporated
DECREASED
Shares9,922 from 10,123
Change-201 (-2%)
Value$4.5M (-$1.4M)
Filed 2026-11-09
Northbridge Financial Group, LLC
DECREASED
Shares9,918 from 9,941
Change-23 (0%)
Value$6.4M (+$666.1K)
Filed 2026-11-05
Archford Capital Strategies, LLC
INCREASED
Shares9,871 from 9,358
Change+513 (+5%)
Value$6.0M (+$602.5K)
Filed 2026-10-19
Wellington Grp LLC
INCREASED
Shares9,858 from 4,166
Change+5,692 (+137%)
Value$6.0M (+$3.6M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares9,851 from 8,524
Change+1,327 (+16%)
Value$6.4M (+$2.0M)
Filed 2026-10-08
Americana Partners, LLC
INCREASED
Shares9,826 from 9,102
Change+724 (+8%)
Value$6.0M (+$723.7K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares9,786 from 8,587
Change+1,199 (+14%)
Value$6.0M (+$998.7K)
Filed 2026-10-07
Harrington Investments, Inc
INCREASED
Shares9,783 from 9,745
Change+38 (+0%)
Value$6.0M (+$323.9K)
Filed 2026-10-14
J.Safra Asset Management Corp
INCREASED
Shares9,780 from 6,465
Change+3,315 (+51%)
Value$6.0M (+$2.2M)
Filed 2026-11-03
Bosman Wealth Management, LLC
INCREASED
Shares9,775 from 8,544
Change+1,231 (+14%)
Value$6.0M (+$1.0M)
Filed 2026-10-28
Wealth Management Partners, LLC
DECREASED
Shares9,751 from 10,368
Change-617 (-6%)
Value$6.0M (-$57.6K)
Filed 2026-10-21
Sovran Advisors, LLC
INCREASED
Shares9,735 from 9,268
Change+467 (+5%)
Value$5.5M (+$1.3M)
Filed 2026-11-02
Spirit of America Management Corp
INCREASED
Shares9,650 from 9,300
Change+350 (+4%)
Value$5.9M (+$501.0K)
Filed 2026-10-14
Community Financial Services Group, LLC
INCREASED
Shares9,644 from 255
Change+9,389 (+3682%)
Value$5.9M (+$5.8M)
Filed 2026-10-15
Golden State Wealth Management, LLC
DECREASED
Shares9,603 from 9,813
Change-210 (-2%)
Value$5.9M (+$174.1K)
Filed 2026-11-02
Mengis Capital Management, Inc.
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$5.9M (+$296.2K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED
Shares9,592 from 10,904
Change-1,312 (-12%)
Value$5.9M (-$466.2K)
Filed 2026-10-09
Heritage Trust Co
INCREASED
Shares9,582 from 9,498
Change+84 (+1%)
Value$5.9M (+$344.4K)
Filed 2026-11-09
LCM Capital Management Inc
INCREASED
Shares9,575 from 9,338
Change+237 (+3%)
Value$5.9M (+$433.1K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
INCREASED
Shares9,530 from 9,140
Change+390 (+4%)
Value$5.8M (+$520.6K)
Filed 2026-10-15
Vectors Research Management, LLC
DECREASED
Shares9,524 from 11,619
Change-2,095 (-18%)
Value$5.8M (-$923.2K)
Filed 2026-11-09
VMS Asset Management Limited
DECREASED
Shares9,506 from 11,257
Change-1,751 (-16%)
Value$5.8M (-$723.9K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
DECREASED
Shares9,482 from 9,504
Change-22 (0%)
Value$5.8M (+$279.7K)
Filed 2026-10-16
Tcfg Investment Advisors, LLC
DECREASED
Shares9,479 from 9,600
Change-121 (-1%)
Value$5.8M (+$222.1K)
Filed 2026-10-20
PDS Planning, Inc
INCREASED
Shares9,464 from 9,301
Change+163 (+2%)
Value$5.8M (+$386.7K)
Filed 2026-11-03
Cardiff Park Advisors, LLC
INCREASED
Shares9,454 from 9,445
Change+9 (+0%)
Value$5.8M (+$296.9K)
Filed 2026-11-09
Abacus Wealth Partners, LLC
DECREASED
Shares9,450 from 9,627
Change-177 (-2%)
Value$5.8M (+$188.7K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares9,351 from 9,297
Change+54 (+1%)
Value$5.7M (+$319.8K)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
DECREASED
Shares9,319 from 9,491
Change-172 (-2%)
Value$5.7M (+$187.6K)
Filed 2026-10-07
Csenge Advisory Group
DECREASED
Shares9,307 from 10,374
Change-1,067 (-10%)
Value$5.7M (-$333.1K)
Filed 2026-11-04
Atlatl Advisers LLC
DECREASED
Shares9,293 from 13,478
Change-4,185 (-31%)
Value$5.7M (-$2.1M)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
INCREASED
Shares9,280 from 9,245
Change+35 (+0%)
Value$5.7M (+$306.0K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares9,275 from 9,217
Change+58 (+1%)
Value$5.7M (+$319.8K)
Filed 2026-10-21
Nilsine Partners, LLC
INCREASED
Shares9,245 from 9,104
Change+141 (+2%)
Value$5.7M (+$367.1K)
Filed 2026-11-02
Virtue Capital Management, LLC
INCREASED
Shares9,179 from 8,299
Change+880 (+11%)
Value$5.6M (+$794.4K)
Filed 2026-10-29
Highline Wealth Partners LLC
INCREASED
Shares9,159 from 8,440
Change+719 (+9%)
Value$5.6M (+$700.2K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
INCREASED
Shares9,142 from 9,102
Change+40 (+0%)
Value$5.6M (+$669.6K)
Filed 2026-10-09
Ketron Financial
INCREASED
Shares9,112 from 2,915
Change+6,197 (+213%)
Value$5.6M (+$3.9M)
Filed 2026-11-09
West Branch Capital LLC
INCREASED
Shares9,075 from 8,897
Change+178 (+2%)
Value$5.6M (+$383.4K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares9,061 from 9,270
Change-209 (-2%)
Value$5.5M (+$158.1K)
Filed 2026-10-27
Princeton Capital Management LLC
INCREASED
Shares9,061 from 9,056
Change+5 (+0%)
Value$5.5M (+$282.4K)
Filed 2026-10-27
Mirabaud & Cie SA
UNCHANGED
Shares9,015 from 9,015
Change0 (0%)
Value$5.5M (+$278.1K)
Filed 2026-10-27
Legacy Bridge, LLC
DECREASED
Shares9,006 from 9,160
Change-154 (-2%)
Value$5.5M (+$188.4K)
Filed 2026-10-28
Citizens National Bank Trust Department
DECREASED
Shares8,934 from 9,841
Change-907 (-9%)
Value$5.5M (-$251.3K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares8,888 from 7,508
Change+1,380 (+18%)
Value$5.4M (+$1.1M)
Filed 2026-10-20
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares8,887 from 9,442
Change-555 (-6%)
Value$5.4M (-$48.2K)
Filed 2026-10-15
Ring Mountain Capital, LLC
DECREASED
Shares8,879 from 8,979
Change-100 (-1%)
Value$5.4M (+$215.8K)
Filed 2026-10-13
AGP Franklin, LLC
DECREASED
Shares8,847 from 9,409
Change-562 (-6%)
Value$5.4M (-$53.5K)
Filed 2026-11-04
XML Financial, LLC
DECREASED
Shares8,831 from 9,702
Change-871 (-9%)
Value$5.4M (-$233.6K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares8,824 from 8,771
Change+53 (+1%)
Value$5.4M (+$303.3K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares8,805 from 6,595
Change+2,210 (+34%)
Value$5.4M (+$1.6M)
Filed 2026-10-21
Goldenstone Wealth Management LLC
DECREASED
Shares8,796 from 8,798
Change-2 (0%)
Value$5.4M (+$270.2K)
Filed 2026-11-04
Hudson Canyon Capital Management
DECREASED
Shares8,785 from 9,226
Change-441 (-5%)
Value$5.4M (+$14.8K)
Filed 2026-11-04
Formidable Asset Management, LLC
DECREASED
Shares8,767 from 9,153
Change-386 (-4%)
Value$5.1M (+$3.2M)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares8,744 from 7,870
Change+874 (+11%)
Value$5.3M (+$777.5K)
Filed 2026-10-13
Texas Bank & Trust Co
DECREASED
Shares8,730 from 9,023
Change-293 (-3%)
Value$5.3M (+$99.1K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
DECREASED
Shares8,727 from 8,871
Change-144 (-2%)
Value$5.3M (+$185.6K)
Filed 2026-10-22
Means Investment Co., Inc.
INCREASED
Shares8,700 from 8,348
Change+352 (+4%)
Value$5.3M (+$472.9K)
Filed 2026-11-03
Kavar Capital Partners Group, LLC
DECREASED
Shares8,691 from 12,015
Change-3,324 (-28%)
Value$5.3M (-$1.7M)
Filed 2026-11-06
Revolve Wealth Partners, LLC
INCREASED
Shares8,674 from 8,193
Change+481 (+6%)
Value$5.3M (+$547.0K)
Filed 2026-10-23
Global Trust Asset Management, LLC
DECREASED
Shares8,651 from 8,833
Change-182 (-2%)
Value$5.3M (+$161.2K)
Filed 2026-10-19
Greenbush Financial Group, LLC
DECREASED
Shares8,612 from 8,905
Change-293 (-3%)
Value$5.3M (+$95.5K)
Filed 2026-10-15
Altman Advisors, Inc.
INCREASED
Shares8,605 from 8,564
Change+41 (+0%)
Value$5.3M (+$289.3K)
Filed 2026-11-05
Point Windward Advisors Inc.
DECREASED
Shares8,523 from 10,232
Change-1,709 (-17%)
Value$5.2M (-$729.8K)
Filed 2026-11-06
Arvest Investments, Inc.
DECREASED
Shares8,446 from 8,734
Change-288 (-3%)
Value$5.2M (+$93.3K)
Filed 2026-10-21
NTV Asset Management LLC
DECREASED
Shares8,413 from 8,489
Change-76 (-1%)
Value$5.1M (+$216.0K)
Filed 2026-10-23
Signature Resources Capital Management, LLC
INCREASED
Shares8,408 from 8,407
Change+1 (+0%)
Value$5.1M (+$260.0K)
Filed 2026-10-16
United Asset Strategies, Inc.
DECREASED
Shares8,359 from 9,118
Change-759 (-8%)
Value$5.1M (-$183.0K)
Filed 2026-10-28
GFG Capital, LLC
DECREASED
Shares8,344 from 8,354
Change-10 (0%)
Value$5.1M (+$251.6K)
Filed 2026-10-16
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares8,323 from 11,101
Change-2,778 (-25%)
Value$4.2M (-$1.6M)
Filed 2026-10-16
Citizens & Northern Corp
DECREASED
Shares8,311 from 12,718
Change-4,407 (-35%)
Value$5.1M (-$2.3M)
Filed 2026-11-06
Willner & Heller, LLC
DECREASED
Shares8,311 from 8,327
Change-16 (0%)
Value$5.1M (+$247.1K)
Filed 2026-10-28
Annis Gardner Whiting Capital Advisors, LLC
UNCHANGED
Shares8,305 from 8,305
Change0 (0%)
Value$5.1M (+$256.2K)
Filed 2026-11-09
Ahara Advisors LLC
DECREASED
Shares8,285 from 8,849
Change-564 (-6%)
Value$5.1M (-$71.4K)
Filed 2026-10-29
Smithfield Trust Co
DECREASED
Shares8,266 from 8,296
Change-30 (0%)
Value$5.1M (+$236.0K)
Filed 2026-11-09
Boltwood Capital Management
DECREASED
Shares8,205 from 8,664
Change-459 (-5%)
Value$5.0M (-$13.5K)
Filed 2026-10-02
Verity Asset Management, Inc.
DECREASED
Shares8,202 from 8,655
Change-453 (-5%)
Value$5.0M (-$10.1K)
Filed 2026-10-30
Kestra Investment Management, LLC
INCREASED
Shares8,191 from 4,636
Change+3,555 (+77%)
Value$5.0M (+$2.3M)
Filed 2026-11-04
Successful Portfolios LLC
DECREASED
Shares8,171 from 8,197
Change-26 (0%)
Value$5.2M (+$661.8K)
Filed 2026-10-09
Symphony Financial, Ltd. Co.
INCREASED
Shares8,149 from 6,352
Change+1,797 (+28%)
Value$4.9M (+$1.4M)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED
Shares8,111 from 7,890
Change+221 (+3%)
Value$5.0M (+$378.6K)
Filed 2026-10-19
Soltis Investment Advisors LLC
INCREASED
Shares8,106 from 7,418
Change+688 (+9%)
Value$5.0M (+$649.6K)
Filed 2026-10-28
JBR Co Financial Management Inc
DECREASED
Shares8,069 from 8,117
Change-48 (-1%)
Value$4.4M (-$350.9K)
Filed 2026-10-13
Gibbs Wealth Management
INCREASED
Shares8,062 from 5,863
Change+2,199 (+38%)
Value$4.9M (+$1.5M)
Filed 2026-10-22
Wealth Quarterback LLC
DECREASED
Shares8,053 from 8,326
Change-273 (-3%)
Value$4.9M (+$90.0K)
Filed 2026-10-20
Prudent Man Advisors, LLC
DECREASED
Shares8,042 from 8,260
Change-218 (-3%)
Value$4.9M (+$121.5K)
Filed 2026-11-03
Kingstone Capital Partners Texas, LLC
INCREASED
Shares8,037 from 8,024
Change+13 (+0%)
Value$4.9M (+$255.5K)
Filed 2026-11-03
Xcel Wealth Management, LLC
DECREASED
Shares8,031 from 8,765
Change-734 (-8%)
Value$4.9M (-$178.6K)
Filed 2026-10-26
Howard Wealth Management, LLC
UNCHANGED
Shares8,025 from 8,025
Change0 (0%)
Value$4.9M (+$247.6K)
Filed 2026-10-28
Granite Islands Private Wealth, LLC
DECREASED
Shares8,024 from 8,647
Change-623 (-7%)
Value$4.9M (-$105.0K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares8,017 from 9,026
Change-1,009 (-11%)
Value$4.9M (-$338.8K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares7,998 from 5,167
Change+2,831 (+55%)
Value$4.9M (+$1.9M)
Filed 2026-11-04
AdvisorNet Financial, Inc
INCREASED
Shares7,995 from 6,468
Change+1,527 (+24%)
Value$4.6M (+$806.5K)
Filed 2026-10-15
LSV Asset Management
NEW
Shares7,988
Change+7,988
Value$4.9M
Filed 2026-11-06
Verde Servicos Internacionais S.A.
DECREASED
Shares7,950 from 19,310
Change-11,360 (-59%)
Value$4.9M (-$6.4M)
Filed 2026-10-26
Gryphon Financial Partners LLC
INCREASED
Shares7,940 from 7,839
Change+101 (+1%)
Value$4.9M (+$303.6K)
Filed 2026-11-04
Almanack Investment Partners, Llc.
DECREASED
Shares7,938 from 8,302
Change-364 (-4%)
Value$4.9M (+$33.2K)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares7,905 from 9,026
Change-1,121 (-12%)
Value$4.8M (-$407.2K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
INCREASED
Shares7,897 from 6,009
Change+1,888 (+31%)
Value$4.8M (+$1.3M)
Filed 2026-10-13
Physicians Financial Services, Inc.
INCREASED
Shares7,894 from 7,834
Change+60 (+1%)
Value$4.8M (+$278.0K)
Filed 2026-11-04
Drive Wealth Management, LLC
INCREASED
Shares7,884 from 7,379
Change+505 (+7%)
Value$4.8M (+$536.9K)
Filed 2026-11-09
AXS Investments LLC
DECREASED
Shares7,872 from 8,181
Change-309 (-4%)
Value$4.8M (+$63.4K)
Filed 2026-11-04
Crescent Grove Advisors, LLC
DECREASED
Shares7,859 from 7,994
Change-135 (-2%)
Value$4.8M (+$164.0K)
Filed 2026-10-21
Sheets Smith Wealth Management
DECREASED
Shares7,844 from 8,419
Change-575 (-7%)
Value$4.8M (-$92.0K)
Filed 2026-10-16
Compass Financial Management LLC
DECREASED
Shares7,827 from 8,258
Change-431 (-5%)
Value$4.8M (+$220.1K)
Filed 2026-10-30
Capstone Capital Management Ltd
INCREASED
Shares7,819 from 6,988
Change+831 (+12%)
Value$4.8M (+$724.0K)
Filed 2026-10-21
Flynn Zito Capital Management, LLC
INCREASED
Shares7,745 from 7,744
Change+1 (+0%)
Value$4.7M (+$239.5K)
Filed 2026-11-04
Ethos Capital Management, Inc.
INCREASED
Shares7,732 from 7,243
Change+489 (+7%)
Value$4.7M (+$522.3K)
Filed 2026-11-03
Myriad Asset Management Advisors LLC
NEW
Shares7,724
Change+7,724
Value$4.7M
Filed 2026-11-03
Johnson & White Wealth Management, LLC
DECREASED
Shares7,717 from 7,762
Change-45 (-1%)
Value$4.7M (+$211.9K)
Filed 2026-11-03
Ballast, Inc.
DECREASED
Shares7,699 from 8,751
Change-1,052 (-12%)
Value$4.7M (-$373.6K)
Filed 2026-10-20
First American Bank
INCREASED
Shares7,692 from 4,355
Change+3,337 (+77%)
Value$4.7M (+$2.2M)
Filed 2026-10-27
HMS Capital Management, LLC
DECREASED
Shares7,671 from 8,414
Change-743 (-9%)
Value$4.7M (-$195.0K)
Filed 2026-10-20
Montchanin Asset Management, LLC
DECREASED
Shares7,610 from 7,615
Change-5 (0%)
Value$4.7M (+$231.0K)
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares7,608 from 15,349
Change-7,741 (-50%)
Value$4.7M (-$4.3M)
Filed 2026-10-22
Reflection Asset Management
DECREASED
Shares7,590 from 8,282
Change-692 (-8%)
Value$4.6M (-$167.8K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares7,574 from 6,244
Change+1,330 (+21%)
Value$4.6M (+$1.0M)
Filed 2026-10-28
SS&H Financial Advisors, Inc.
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$4.6M (+$233.0K)
Filed 2026-10-28
Lewis Asset Management, LLC
DECREASED
Shares7,524 from 8,237
Change-713 (-9%)
Value$4.6M (-$182.1K)
Filed 2026-10-14
Trust Point Inc.
NEW
Shares7,509
Change+7,509
Value$4.6M
Filed 2026-10-27
Wright Investors Service Inc
INCREASED
Shares7,498 from 7,082
Change+416 (+6%)
Value$4.6M (+$473.0K)
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares7,496 from 7,735
Change-239 (-3%)
Value$4.6M (+$92.4K)
Filed 2026-10-26
BIP Wealth, LLC
DECREASED
Shares7,485 from 7,710
Change-225 (-3%)
Value$4.6M (+$99.8K)
Filed 2026-10-22
Adell Harriman & Carpenter Inc
DECREASED
Shares7,480 from 8,385
Change-905 (-11%)
Value$4.6M (-$295.0K)
Filed 2026-11-02
Tower Trust & Investment Co
DECREASED
Shares7,450 from 7,655
Change-205 (-3%)
Value$4.6M (+$110.8K)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares7,450 from 7,633
Change-183 (-2%)
Value$4.6M (+$123.5K)
Filed 2026-11-03
Colonial River Investments, LLC
INCREASED
Shares7,420 from 3,967
Change+3,453 (+87%)
Value$4.5M (+$2.2M)
Filed 2026-10-19
Sage Capital Management, LLC
INCREASED
Shares7,408 from 6,981
Change+427 (+6%)
Value$4.5M (+$478.2K)
Filed 2026-10-20
Canton Hathaway, LLC
DECREASED
Shares7,344 from 7,609
Change-265 (-3%)
Value$4.5M (+$72.6K)
Filed 2026-10-23
Arjuna Capital
INCREASED
Shares7,308 from 6,508
Change+800 (+12%)
Value$4.5M (+$690.2K)
Filed 2026-11-03
Tactive Advisors, LLC
INCREASED
Shares7,303 from 7,046
Change+257 (+4%)
Value$4.5M (+$374.9K)
Filed 2026-10-08
Conning Inc.
DECREASED
Shares7,300 from 7,378
Change-78 (-1%)
Value$4.5M (+$179.9K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
DECREASED
Shares7,282 from 7,284
Change-2 (0%)
Value$4.5M (+$223.5K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED
Shares7,259 from 6,837
Change+422 (+6%)
Value$4.4M (+$469.0K)
Filed 2026-10-16
Tobam
DECREASED
Shares7,214 from 7,669
Change-455 (-6%)
Value$4.4M (-$42.0K)
Filed 2026-11-03
Bernicke Wealth Management, Ltd.
INCREASED
Shares7,191 from 7,072
Change+119 (+2%)
Value$4.4M (+$291.0K)
Filed 2026-11-06
Patton Fund Management, Inc.
NEW
Shares7,182
Change+7,182
Value$4.4M
Filed 2026-10-13
Family Capital Trust Co
DECREASED
Shares7,179 from 7,199
Change-20 (0%)
Value$4.4M (+$209.9K)
Filed 2026-10-22
October Effect Ltd
DECREASED
Shares7,172 from 7,222
Change-50 (-1%)
Value$4.4M (+$192.2K)
Filed 2026-10-20
Equitable Trust Co
DECREASED
Shares7,160 from 7,183
Change-23 (0%)
Value$4.4M (+$207.5K)
Filed 2026-10-13
Cora Capital Advisors LLC
DECREASED
Shares7,146 from 7,357
Change-211 (-3%)
Value$4.4M (+$97.9K)
Filed 2026-11-02
Grove Bank & Trust
INCREASED
Shares7,086 from 6,757
Change+329 (+5%)
Value$4.3M (+$409.7K)
Filed 2026-10-08
Fjell Capital, LLC
DECREASED
Shares7,081 from 7,430
Change-349 (-5%)
Value$4.3M (+$15.7K)
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED
Shares7,073 from 7,088
Change-15 (0%)
Value$4.3M (+$209.5K)
Filed 2026-11-09
Triad Wealth Partners, LLC
INCREASED
Shares7,061 from 6,082
Change+979 (+16%)
Value$4.3M (+$1.4M)
Filed 2026-10-26
N10 Wealth, LLC
NEW
Shares7,030
Change+7,030
Value$4.3M
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares7,015 from 7,344
Change-329 (-4%)
Value$4.3M (+$25.3K)
Filed 2026-10-28
Hager Investment Management Services, LLC
DECREASED
Shares7,011 from 7,513
Change-502 (-7%)
Value$4.3M (-$75.1K)
Filed 2026-11-04
Greater Midwest Financial Group, LLC
DECREASED
Shares6,993 from 7,086
Change-93 (-1%)
Value$4.3M (+$161.7K)
Filed 2026-10-13
Northstar Asset Management Co
INCREASED
Shares6,980 from 6,940
Change+40 (+1%)
Value$3.9M (+$235.7K)
Filed 2026-10-22
Stevens Capital Partners
INCREASED
Shares6,926 from 6,100
Change+826 (+14%)
Value$4.2M (+$693.5K)
Filed 2026-10-29
DeDora Capital, Inc.
DECREASED
Shares6,902 from 7,776
Change-874 (-11%)
Value$4.2M (-$295.3K)
Filed 2026-10-26
White Wing Wealth Management
DECREASED
Shares6,886 from 6,989
Change-103 (-1%)
Value$4.2M (+$152.6K)
Filed 2026-11-09
Caldwell Trust Co
DECREASED
Shares6,879 from 7,107
Change-228 (-3%)
Value$4.2M (+$79.8K)
Filed 2026-10-30
Bank of New Hampshire
DECREASED
Shares6,865 from 7,644
Change-779 (-10%)
Value$4.2M (-$240.7K)
Filed 2026-10-06
Formuepleje A/S
DECREASED
Shares6,853 from 8,389
Change-1,536 (-18%)
Value$4.2M (-$680.9K)
Filed 2026-10-15
Jacobi Capital Management LLC
DECREASED
Shares6,844 from 7,142
Change-298 (-4%)
Value$4.2M (+$38.0K)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
DECREASED
Shares6,843 from 7,170
Change-327 (-5%)
Value$4.2M (+$21.1K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares6,819 from 6,027
Change+792 (+13%)
Value$4.2M (+$670.7K)
Filed 2026-10-26
Purkiss Capital Advisors LLC
INCREASED
Shares6,805 from 404
Change+6,401 (+1584%)
Value$4.2M (+$3.9M)
Filed 2026-11-06
Eagle Wealth Advisors LLC
INCREASED
Shares6,804 from 6,694
Change+110 (+2%)
Value$4.2M (+$273.8K)
Filed 2026-10-20
Corda Investment Management, Llc.
DECREASED
Shares6,799 from 10,055
Change-3,256 (-32%)
Value$4.2M (-$1.7M)
Filed 2026-10-22
Oslo Pensjonsforsikring AS
INCREASED
Shares6,788 from 6,726
Change+62 (+1%)
Value$4.2M (+$245.4K)
Filed 2026-10-15
Wealth Alliance Advisory Group, LLC
DECREASED
Shares6,760 from 8,317
Change-1,557 (-19%)
Value$4.1M (-$695.9K)
Filed 2026-10-14
Stablepoint Partners, LLC
DECREASED
Shares6,758 from 9,178
Change-2,420 (-26%)
Value$4.1M (-$1.2M)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares6,747 from 6,470
Change+277 (+4%)
Value$4.1M (+$368.9K)
Filed 2026-10-14
Jm2 Capital Inc.
INCREASED
Shares6,729 from 6,667
Change+62 (+1%)
Value$4.1M (+$243.6K)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares6,715 from 2,156
Change+4,559 (+211%)
Value$4.1M (+$2.9M)
Filed 2026-11-03
Turner Financial Group, Inc.
DECREASED
Shares6,709 from 7,558
Change-849 (-11%)
Value$4.1M (-$286.5K)
Filed 2026-11-09
Invera Wealth Advisors, LLC
DECREASED
Shares6,690 from 7,216
Change-526 (-7%)
Value$4.1M (-$99.2K)
Filed 2026-10-28
Eagle Strategies LLC
DECREASED
Shares6,683 from 7,294
Change-611 (-8%)
Value$4.1M (-$148.8K)
Filed 2026-10-16
Byrne Asset Management LLC
DECREASED
Shares6,663 from 8,858
Change-2,195 (-25%)
Value$4.1M (-$1.0M)
Filed 2026-10-06
Murphy & Mullick Capital Management Corp
DECREASED
Shares6,606 from 7,005
Change-399 (-6%)
Value$4.0M (-$28.0K)
Filed 2026-11-02
Eads & Heald Wealth Management
DECREASED
Shares6,584 from 7,884
Change-1,300 (-16%)
Value$4.0M (-$552.1K)
Filed 2026-10-29
Shelton Wealth Management, LLC
DECREASED
Shares6,582 from 7,152
Change-570 (-8%)
Value$4.0M (-$128.1K)
Filed 2026-10-16
Milestone Asset Management, LLC
DECREASED
Shares6,582 from 6,950
Change-368 (-5%)
Value$4.0M (-$10.7K)
Filed 2026-10-15
LRZ Capital LLC
NEW
Shares6,568
Change+6,568
Value$4.0M
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,560 from 2,676
Change+3,884 (+145%)
Value$4.0M (+$2.5M)
Filed 2026-10-13
Valmark Advisers, Inc.
DECREASED
Shares6,557 from 6,647
Change-90 (-1%)
Value$4.0M (+$150.0K)
Filed 2026-11-06
True Private Wealth Advisors
INCREASED
Shares6,510 from 6,476
Change+34 (+1%)
Value$4.0M (+$220.7K)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares6,500 from 6,636
Change-136 (-2%)
Value$4.0M (+$121.5K)
Filed 2026-10-05
Versant Capital Management, Inc
INCREASED
Shares6,498 from 6,440
Change+58 (+1%)
Value$4.0M (+$234.2K)
Filed 2026-10-02
Trust Co of Kansas
NEW
Shares6,494
Change+6,494
Value$4.0M
Filed 2026-11-06
Elevated Private Wealth, LLC
INCREASED
Shares6,455 from 6,431
Change+24 (+0%)
Value$3.9M (+$213.1K)
Filed 2026-10-15
Clifford Swan Investment Counsel LLC
DECREASED
Shares6,424 from 6,459
Change-35 (-1%)
Value$3.9M (+$177.8K)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
DECREASED
Shares6,377 from 7,312
Change-935 (-13%)
Value$3.9M (-$346.4K)
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares6,325 from 5,844
Change+481 (+8%)
Value$3.9M (+$474.5K)
Filed 2026-10-19
Regent Peak Wealth Advisors LLC
INCREASED
Shares6,325 from 5,938
Change+387 (+7%)
Value$3.9M (+$419.9K)
Filed 2026-10-13
Hoertkorn Richard Charles
UNCHANGED
Shares6,321 from 6,321
Change0 (0%)
Value$3.9M (+$195.0K)
Filed 2026-11-04
Marks Group Wealth Management, Inc
INCREASED
Shares6,318 from 5,842
Change+476 (+8%)
Value$3.9M (+$471.4K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares6,314 from 6,335
Change-21 (0%)
Value$3.9M (+$182.7K)
Filed 2026-10-29
Principle Wealth Partners LLC
INCREASED
Shares6,302 from 6,092
Change+210 (+3%)
Value$3.9M (+$316.5K)
Filed 2026-11-02
Cypress Capital Management LLC (WY)
DECREASED
Shares6,294 from 6,493
Change-199 (-3%)
Value$3.9M (+$78.6K)
Filed 2026-11-09
Fairfield Financial Advisors, LTD
INCREASED
Shares6,277 from 5,655
Change+622 (+11%)
Value$3.8M (+$555.0K)
Filed 2026-10-14
TFR Capital, Llc.
INCREASED
Shares6,271 from 5,046
Change+1,225 (+24%)
Value$3.8M (+$905.1K)
Filed 2026-11-09
Schnieders Capital Management, Llc.
DECREASED
Shares6,242 from 8,220
Change-1,978 (-24%)
Value$3.8M (-$956.5K)
Filed 2026-11-09
Garner Asset Management Corp
DECREASED
Shares6,211 from 6,398
Change-187 (-3%)
Value$3.3M (-$416.9K)
Filed 2026-10-30
Strategic Advisors LLC
INCREASED
Shares6,174 from 2,482
Change+3,692 (+149%)
Value$3.8M (+$2.3M)
Filed 2026-10-13
Jackson Square Capital, LLC
INCREASED
Shares6,158 from 1,096
Change+5,062 (+462%)
Value$3.8M (+$3.1M)
Filed 2026-10-19
Castle Rock Wealth Management, LLC
DECREASED
Shares6,131 from 7,263
Change-1,132 (-16%)
Value$4.0M (+$53.4K)
Filed 2026-10-09
LVW Advisors, LLC
INCREASED
Shares6,125 from 5,790
Change+335 (+6%)
Value$3.7M (+$383.6K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
UNCHANGED
Shares6,098 from 6,098
Change0 (0%)
Value$3.7M (+$188.1K)
Filed 2026-10-13
Nemes Rush Group LLC
INCREASED
Shares6,096 from 6,068
Change+28 (+0%)
Value$3.7M (+$204.3K)
Filed 2026-11-04
Trust Co of Vermont
INCREASED
Shares6,084 from 5,794
Change+290 (+5%)
Value$3.7M (+$356.2K)
Filed 2026-10-21
Childress Capital Advisors, LLC
INCREASED
Shares6,009 from 5,773
Change+236 (+4%)
Value$3.7M (+$322.2K)
Filed 2026-10-28
Titiun Yejiel
DECREASED
Shares6,000 from 12,397
Change-6,397 (-52%)
Value$3.7M (-$3.5M)
Filed 2026-11-06
Tower View Wealth Management LLC
INCREASED
Shares5,995 from 5,884
Change+111 (+2%)
Value$3.7M (+$249.4K)
Filed 2026-10-23
Raab & Moskowitz Asset Management LLC
DECREASED
Shares5,990 from 6,560
Change-570 (-9%)
Value$3.7M (-$146.5K)
Filed 2026-11-02
Probity Advisors, Inc.
DECREASED
Shares5,972 from 6,141
Change-169 (-3%)
Value$3.7M (+$86.1K)
Filed 2026-10-23
Shepherd Financial Partners LLC
DECREASED
Shares5,972 from 6,018
Change-46 (-1%)
Value$3.7M (+$157.5K)
Filed 2026-11-03
Financial Security Advisor, Inc.
DECREASED
Shares5,970 from 6,426
Change-456 (-7%)
Value$3.7M (-$81.0K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares5,882 from 4,890
Change+992 (+20%)
Value$3.6M (+$810.6K)
Filed 2026-10-26
Philadelphia Trust Co
UNCHANGED
Shares5,880 from 5,880
Change0 (0%)
Value$3.6M (+$181.0K)
Filed 2026-11-05
Ranch Capital Advisors Inc.
DECREASED
Shares5,844 from 7,544
Change-1,700 (-23%)
Value$3.6M (-$807.3K)
Filed 2026-11-09
Natural Investments, LLC
DECREASED
Shares5,839 from 5,900
Change-61 (-1%)
Value$3.6M (+$145.1K)
Filed 2026-11-06
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares5,828 from 5,556
Change+272 (+5%)
Value$3.6M (+$337.8K)
Filed 2026-11-09
McAdam, LLC
DECREASED
Shares5,823 from 6,005
Change-182 (-3%)
Value$3.6M (+$74.1K)
Filed 2026-10-21
Pflug Koory, LLC
DECREASED
Shares5,764 from 5,872
Change-108 (-2%)
Value$3.5M (+$115.1K)
Filed 2026-10-26
First County Bank
INCREASED
Shares5,762 from 5,704
Change+58 (+1%)
Value$3.5M (+$211.5K)
Filed 2026-10-13
Vivid Wealth Management, LLC
DECREASED
Shares5,754 from 5,827
Change-73 (-1%)
Value$3.5M (+$135.1K)
Filed 2026-10-27
Pensioenfonds Rail & OV
NEW
Shares5,736
Change+5,736
Value$3.5M
Filed 2026-11-09
Ignite Planners, LLC
INCREASED
Shares5,717 from 5,532
Change+185 (+3%)
Value$3.5M (+$291.2K)
Filed 2026-10-14
Secure Asset Management, LLC
DECREASED
Shares5,676 from 5,910
Change-234 (-4%)
Value$3.5M (+$38.7K)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares5,671 from 5,672
Change-1 (0%)
Value$3.5M (+$174.6K)
Filed 2026-11-04
First Affirmative Financial Network
NEW
Shares5,625
Change+5,625
Value$3.4M
Filed 2026-10-21
Burr Financial Services, LLC
INCREASED
Shares5,620 from 4,649
Change+971 (+21%)
Value$3.4M (+$737.4K)
Filed 2026-10-08
Robinson Value Management, Ltd.
DECREASED
Shares5,619 from 11,665
Change-6,046 (-52%)
Value$3.4M (-$3.3M)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares5,605 from 5,675
Change-70 (-1%)
Value$3.4M (+$132.3K)
Filed 2026-10-22
Avondale Wealth Management
DECREASED
Shares5,585 from 6,875
Change-1,290 (-19%)
Value$3.4M (-$577.1K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares5,578 from 5,047
Change+531 (+11%)
Value$3.4M (+$480.5K)
Filed 2026-10-26
Rothwell Investment Advisors, LLC
NEW
Shares5,558
Change+5,558
Value$3.4M
Filed 2026-11-06
Orrstown Financial Services Inc
DECREASED
Shares5,553 from 5,657
Change-104 (-2%)
Value$3.4M (+$110.9K)
Filed 2026-10-14
Adirondack Trust Co
DECREASED
Shares5,540 from 5,745
Change-205 (-4%)
Value$3.4M (+$51.9K)
Filed 2026-10-14
Kathmere Capital Management, LLC
INCREASED
Shares5,539 from 5,327
Change+212 (+4%)
Value$3.4M (+$294.3K)
Filed 2026-10-20
Global Assets Advisory, LLC
DECREASED
Shares5,519 from 5,848
Change-329 (-6%)
Value$3.5M (+$272.8K)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares5,513 from 6,551
Change-1,038 (-16%)
Value$3.4M (-$432.8K)
Filed 2026-10-26
Adamsbrown Wealth Consultants LLC
DECREASED
Shares5,513 from 5,649
Change-136 (-2%)
Value$3.4M (+$91.0K)
Filed 2026-10-20
Victory Financial Group, LLC
DECREASED
Shares5,497 from 6,088
Change-591 (-10%)
Value$3.4M (-$173.7K)
Filed 2026-10-27
Correct Capital Wealth Management
DECREASED
Shares5,476 from 5,875
Change-399 (-7%)
Value$3.4M (-$62.6K)
Filed 2026-11-02
Kornitzer Capital Management Inc
INCREASED
Shares5,450 from 4,525
Change+925 (+20%)
Value$3.3M (+$705.5K)
Filed 2026-11-03
MFA Wealth Advisors, LLC
DECREASED
Shares5,445 from 5,723
Change-278 (-5%)
Value$3.3M (+$6.5K)
Filed 2026-10-07
First Pacific Financial
DECREASED
Shares5,420 from 5,661
Change-241 (-4%)
Value$3.3M (+$27.2K)
Filed 2026-10-14
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares5,405 from 5,405
Change0 (0%)
Value$3.3M (+$166.7K)
Filed 2026-10-19
Tealwood Asset Management Inc
DECREASED
Shares5,397 from 5,686
Change-289 (-5%)
Value$3.3M (-$1.0K)
Filed 2026-10-13
Moss Adams Wealth Advisors LLC
DECREASED
Shares5,392 from 6,637
Change-1,245 (-19%)
Value$3.3M (-$556.9K)
Filed 2026-10-28
Winch Advisory Services, LLC
INCREASED
Shares5,387 from 5,342
Change+45 (+1%)
Value$3.3M (+$192.3K)
Filed 2026-11-06
Pines Wealth Management, LLC
DECREASED
Shares5,385 from 5,488
Change-103 (-2%)
Value$3.3M (+$106.3K)
Filed 2026-10-21
Three Seasons Wealth, LLC
INCREASED
Shares5,373 from 2,665
Change+2,708 (+102%)
Value$3.3M (+$1.7M)
Filed 2026-11-03
Piar LLC
INCREASED
Shares5,357 from 4,422
Change+935 (+21%)
Value$3.3M (+$708.4K)
Filed 2026-10-21
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares5,331 from 5,982
Change-651 (-11%)
Value$3.3M (-$213.7K)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
DECREASED
Shares5,329 from 5,436
Change-107 (-2%)
Value$3.3M (+$102.2K)
Filed 2026-11-05
GKV Capital Management Co., Inc.
INCREASED
Shares5,322 from 4,977
Change+345 (+7%)
Value$3.3M (+$364.6K)
Filed 2026-11-06
Hanseatic Management Services Inc
INCREASED
Shares5,285 from 5,144
Change+141 (+3%)
Value$3.2M (+$245.0K)
Filed 2026-10-27
Chesley Taft & Associates LLC
INCREASED
Shares5,273 from 5,051
Change+222 (+4%)
Value$3.2M (+$291.6K)
Filed 2026-10-13
Eagle Wealth Strategies LLC
INCREASED
Shares5,269 from 5,154
Change+115 (+2%)
Value$3.2M (+$229.4K)
Filed 2026-10-20
My Personal CFO, LLC
DECREASED
Shares5,261 from 5,391
Change-130 (-2%)
Value$3.2M (+$86.8K)
Filed 2026-10-14
Synergy Asset Management, LLC
DECREASED
Shares5,247 from 7,074
Change-1,827 (-26%)
Value$3.2M (-$899.5K)
Filed 2026-11-05
Todd Wealth Management, LLC
DECREASED
Shares5,244 from 5,314
Change-70 (-1%)
Value$3.2M (+$121.1K)
Filed 2026-10-19
Curated Wealth Partners LLC
INCREASED
Shares5,236 from 2,402
Change+2,834 (+118%)
Value$3.2M (+$1.8M)
Filed 2026-10-15
Portside Wealth Group, LLC
INCREASED
Shares5,234 from 3,832
Change+1,402 (+37%)
Value$3.2M (+$975.9K)
Filed 2026-10-20
Arista Wealth Management, LLC
INCREASED
Shares5,219 from 4,630
Change+589 (+13%)
Value$3.2M (+$503.2K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
INCREASED
Shares5,205 from 4,856
Change+349 (+7%)
Value$3.2M (+$363.3K)
Filed 2026-11-05
First Bank & Trust
INCREASED
Shares5,194 from 5,004
Change+190 (+4%)
Value$3.2M (+$270.6K)
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares5,191
Change+5,191
Value$2.8K
Filed 2026-11-03
Fiduciary Family Office, LLC
INCREASED
Shares5,188 from 5,066
Change+122 (+2%)
Value$3.2M (+$230.9K)
Filed 2026-11-04
Clearwave Capital, LLC
INCREASED
Shares5,187 from 5,185
Change+2 (+0%)
Value$3.2M (+$161.2K)
Filed 2026-10-27
Silvant Capital Management LLC
INCREASED
Shares5,137 from 4,894
Change+243 (+5%)
Value$3.1M (+$299.6K)
Filed 2026-11-09
Lionshead Wealth Management, LLC
INCREASED
Shares5,137 from 5,120
Change+17 (+0%)
Value$3.1M (+$168.4K)
Filed 2026-10-21
Horizon Wealth Management, LLC
DECREASED
Shares5,129 from 5,329
Change-200 (-4%)
Value$3.1M (+$42.0K)
Filed 2026-11-02
Guyasuta Investment Advisors Inc
DECREASED
Shares5,112 from 6,573
Change-1,461 (-22%)
Value$3.1M (-$691.0K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
DECREASED
Shares5,103 from 5,131
Change-28 (-1%)
Value$3.1M (+$141.2K)
Filed 2026-10-27
Cromwell Holdings LLC
DECREASED
Shares5,098 from 5,535
Change-437 (-8%)
Value$3.1M (-$96.6K)
Filed 2026-10-28
Hobart Private Capital, LLC
INCREASED
Shares5,095 from 4,825
Change+270 (+6%)
Value$3.1M (+$314.0K)
Filed 2026-10-19
Wall Street Financial Group, Inc.
INCREASED
Shares5,077 from 4,928
Change+149 (+3%)
Value$3.1M (+$203.7K)
Filed 2026-11-09
Wolff Wiese Magana LLC
INCREASED
Shares5,072 from 4,903
Change+169 (+3%)
Value$3.1M (+$254.6K)
Filed 2026-10-15
Income Insurance Ltd
UNCHANGED
Shares5,069 from 5,069
Change0 (0%)
Value$3.1M (+$156.4K)
Filed 2026-10-21
Variant Private Wealth, LLC
DECREASED
Shares5,067 from 5,093
Change-26 (-1%)
Value$3.1M (+$141.3K)
Filed 2026-10-21
Alpha Omega Wealth Management LLC
DECREASED
Shares5,066 from 5,099
Change-33 (-1%)
Value$3.1M (+$137.1K)
Filed 2026-10-23
Abel Hall, LLC
DECREASED
Shares5,064 from 5,132
Change-68 (-1%)
Value$3.1M (+$116.7K)
Filed 2026-10-19
1834 Investment Advisors Co
INCREASED
Shares5,046 from 4,825
Change+221 (+5%)
Value$3.1M (+$284.1K)
Filed 2026-10-16
World Equity Group, Inc.
DECREASED
Shares5,032 from 5,803
Change-771 (-13%)
Value$3.1M (-$292.4K)
Filed 2026-10-14
Triasima Portfolio Management inc.
NEW
Shares5,024
Change+5,024
Value$3.1M
Filed 2026-10-15
Accel Wealth Management
DECREASED
Shares5,024 from 5,372
Change-348 (-6%)
Value$3.1M (-$47.2K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares5,013 from 4,913
Change+100 (+2%)
Value$3.1M (+$212.7K)
Filed 2026-10-19
Veracity Capital LLC
INCREASED
Shares5,012 from 4,420
Change+592 (+13%)
Value$3.1M (+$498.4K)
Filed 2026-10-08
DDD Partners, LLC
INCREASED
Shares4,982 from 1,304
Change+3,678 (+282%)
Value$3.0M (+$2.3M)
Filed 2026-11-02
Stenger Family Office, LLC
DECREASED
Shares4,977 from 7,246
Change-2,269 (-31%)
Value$3.0M (-$1.2M)
Filed 2026-10-22
Fiduciary Alliance LLC
INCREASED
Shares4,971 from 3,660
Change+1,311 (+36%)
Value$3.0M (+$914.9K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares4,971 from 5,006
Change-35 (-1%)
Value$3.0M (+$133.0K)
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,952 from 5,671
Change-719 (-13%)
Value$3.0M (-$264.9K)
Filed 2026-11-04
Alchemi Wealth, LLC
DECREASED
Shares4,947 from 5,082
Change-135 (-3%)
Value$3.0M (+$74.2K)
Filed 2026-11-04
XXI Wealth, LLC
INCREASED
Shares4,931 from 4,676
Change+255 (+5%)
Value$3.0M (+$300.3K)
Filed 2026-10-22
Dumont & Blake Investment Advisors LLC
DECREASED
Shares4,930 from 4,963
Change-33 (-1%)
Value$3.0M (+$132.9K)
Filed 2026-10-28
Northeast Investment Management
DECREASED
Shares4,928 from 4,943
Change-15 (0%)
Value$3.0M (+$143.3K)
Filed 2026-10-30
Kaizen Financial Strategies
DECREASED
Shares4,925 from 5,455
Change-530 (-10%)
Value$3.0M (+$62.4K)
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-26
Wallace Hart LLC
DECREASED
Shares4,913 from 4,966
Change-53 (-1%)
Value$3.0M (+$120.8K)
Filed 2026-11-09
Concord Wealth Partners
INCREASED
Shares4,903 from 4,809
Change+94 (+2%)
Value$3.0M (+$205.6K)
Filed 2026-11-02
Jacksonville Wealth Management, LLC
INCREASED
Shares4,901 from 4,886
Change+15 (+0%)
Value$3.0M (+$159.9K)
Filed 2026-10-30
Ullmann Wealth Partners Group, LLC
DECREASED
Shares4,896 from 5,260
Change-364 (-7%)
Value$3.0M (-$60.4K)
Filed 2026-11-02
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$3.0M (+$150.4K)
Filed 2026-11-03
Prosperity Financial Group, Inc.
DECREASED
Shares4,841 from 9,884
Change-5,043 (-51%)
Value$3.0M (-$2.8M)
Filed 2026-10-29
Swiss RE LTD
INCREASED
Shares4,811 from 2,929
Change+1,882 (+64%)
Value$2.9M (+$1.2M)
Filed 2026-11-06
Cornerstone Advisory, LLC
INCREASED
Shares4,810 from 4,730
Change+80 (+2%)
Value$2.9M (+$194.5K)
Filed 2026-11-06
Personal CFO Solutions, LLC
DECREASED
Shares4,806 from 5,011
Change-205 (-4%)
Value$2.9M (+$29.5K)
Filed 2026-11-06
National Wealth Management Group, LLC
INCREASED
Shares4,789 from 4,614
Change+175 (+4%)
Value$2.9M (+$249.4K)
Filed 2026-10-26
LFG Wealth Partners, LLC
DECREASED
Shares4,773 from 7,958
Change-3,185 (-40%)
Value$2.9M (-$1.7M)
Filed 2026-10-28
Burk Holdings LLC
DECREASED
Shares4,768 from 4,900
Change-132 (-3%)
Value$2.9M (+$70.4K)
Filed 2026-11-05
Alps Advisors Inc
DECREASED
Shares4,766 from 7,311
Change-2,545 (-35%)
Value$2.9M (-$1.3M)
Filed 2026-11-03
Gold Investment Management Ltd.
DECREASED
Shares4,733 from 4,831
Change-98 (-2%)
Value$2.9M (+$89.1K)
Filed 2026-10-19
SevenBridge Financial Group, LLC
DECREASED
Shares4,731 from 4,750
Change-19 (0%)
Value$2.5M (+$233.9K)
Filed 2026-10-26
First Community Trust NA
INCREASED
Shares4,723 from 4,449
Change+274 (+6%)
Value$2.9M (+$304.9K)
Filed 2026-10-07
Essex Bank
DECREASED
Shares4,695 from 4,764
Change-69 (-1%)
Value$2.9M (+$104.8K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
INCREASED
Shares4,675 from 4,112
Change+563 (+14%)
Value$2.9M (+$471.2K)
Filed 2026-11-06
Columbia Bank
DECREASED
Shares4,665 from 5,096
Change-431 (-8%)
Value$2.9M (-$106.5K)
Filed 2026-10-29
Busey Bank
DECREASED
Shares4,644 from 4,717
Change-73 (-2%)
Value$2.8M (+$100.9K)
Filed 2026-10-26
Realta Investment Advisors
INCREASED
Shares4,631 from 4,561
Change+70 (+2%)
Value$2.8M (+$183.5K)
Filed 2026-10-14
DMC Group, LLC
DECREASED
Shares4,626 from 7,297
Change-2,671 (-37%)
Value$2.8M (-$1.4M)
Filed 2026-10-26
KPP Advisory Services LLC
DECREASED
Shares4,623 from 5,305
Change-682 (-13%)
Value$2.8M (-$253.6K)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares4,598 from 5,336
Change-738 (-14%)
Value$2.8M (-$286.9K)
Filed 2026-10-06
Huntleigh Advisors, Inc.
DECREASED
Shares4,577 from 4,920
Change-343 (-7%)
Value$2.8M (-$58.1K)
Filed 2026-11-03
Golden Reserve Retirement LLC
INCREASED
Shares4,571 from 1,907
Change+2,664 (+140%)
Value$2.8M (+$1.7M)
Filed 2026-11-02
Ipswich Investment Management Co., Inc.
DECREASED
Shares4,570 from 4,580
Change-10 (0%)
Value$2.8M (+$135.2K)
Filed 2026-10-13
Hohimer Wealth Management, LLC
DECREASED
Shares4,567 from 4,594
Change-27 (-1%)
Value$2.8M (+$125.2K)
Filed 2026-11-04
Red Spruce Capital, LLC
UNCHANGED
Shares4,557 from 4,557
Change0 (0%)
Value$2.8M (+$140.6K)
Filed 2026-10-07
Anchyra Partners LLC
INCREASED
Shares4,519 from 4,254
Change+265 (+6%)
Value$2.8M (+$293.4K)
Filed 2026-10-13
Concord Asset Management, LLC
INCREASED
Shares4,516 from 4,350
Change+166 (+4%)
Value$2.8M (+$235.5K)
Filed 2026-11-02
Interchange Capital Partners, LLC
DECREASED
Shares4,513 from 4,638
Change-125 (-3%)
Value$2.8M (+$73.0K)
Filed 2026-10-28
St. Johns Investment Management Company, LLC
INCREASED
Shares4,509 from 4,194
Change+315 (+8%)
Value$2.8M (+$322.1K)
Filed 2026-10-30
Redstone Wealth Management, LLC
UNCHANGED
Shares4,509 from 4,509
Change0 (0%)
Value$2.8M (+$139.1K)
Filed 2026-10-20
Next Level Private LLC
INCREASED
Shares4,507 from 4,436
Change+71 (+2%)
Value$2.8M (+$180.3K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
INCREASED
Shares4,505 from 2,360
Change+2,145 (+91%)
Value$2.8M (+$1.4M)
Filed 2026-10-29
Kingsman Wealth Management, Inc.
INCREASED
Shares4,491 from 3,893
Change+598 (+15%)
Value$2.7M (+$485.9K)
Filed 2026-10-13
Westwind Capital
DECREASED
Shares4,489 from 5,841
Change-1,352 (-23%)
Value$2.7M (-$647.0K)
Filed 2026-10-08
Midland Wealth Advisors, LLC
DECREASED
Shares4,464 from 4,595
Change-131 (-3%)
Value$2.7M (+$61.6K)
Filed 2026-10-26
Clear Wave Wealth Management LLC
INCREASED
Shares4,456 from 3,216
Change+1,240 (+39%)
Value$2.7M (+$857.8K)
Filed 2026-11-04
Putney Financial Group LLC
INCREASED
Shares4,455 from 4,395
Change+60 (+1%)
Value$2.7M (+$172.3K)
Filed 2026-10-30
West Family Investments, Inc.
DECREASED
Shares4,454 from 4,922
Change-468 (-10%)
Value$2.7M (-$134.5K)
Filed 2026-11-09
Klingman & Associates, LLC
INCREASED
Shares4,429 from 4,245
Change+184 (+4%)
Value$2.7M (+$243.5K)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares4,427 from 4,414
Change+13 (+0%)
Value$2.7M (+$144.1K)
Filed 2026-11-03
Paragon Capital Management Inc
DECREASED
Shares4,424 from 4,764
Change-340 (-7%)
Value$2.7M (-$60.8K)
Filed 2026-10-15
Balefire, LLC
DECREASED
Shares4,389 from 4,458
Change-69 (-2%)
Value$2.7M (+$95.3K)
Filed 2026-10-09
Clarus Wealth Advisors
INCREASED
Shares4,384 from 3,755
Change+629 (+17%)
Value$2.7M (+$723.2K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
DECREASED
Shares4,381 from 4,391
Change-10 (0%)
Value$2.7M (+$129.3K)
Filed 2026-11-02
Prairie Advisory, LLC
INCREASED
Shares4,380 from 2,185
Change+2,195 (+100%)
Value$2.7M (+$1.4M)
Filed 2026-10-19
Whalen Wealth Management Inc.
INCREASED
Shares4,367 from 3,565
Change+802 (+23%)
Value$2.7M (+$600.9K)
Filed 2026-10-08
Penobscot Investment Management Company, Inc.
DECREASED
Shares4,364 from 4,395
Change-31 (-1%)
Value$2.7M (+$116.6K)
Filed 2026-10-26
LifePlan Financial, LLC
DECREASED
Shares4,351 from 4,585
Change-234 (-5%)
Value$2.7M (+$37.2K)
Filed 2026-10-13
Park Capital Management, LLC / WI
DECREASED
Shares4,337 from 4,655
Change-318 (-7%)
Value$2.7M (-$50.6K)
Filed 2026-10-13
Floyd Financial Group LLC
DECREASED
Shares4,312 from 4,716
Change-404 (-9%)
Value$2.6M (+$26.1K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,303 from 4,357
Change-54 (-1%)
Value$2.6M (+$102.0K)
Filed 2026-10-14
FCG Investment Co
INCREASED
Shares4,295 from 3,566
Change+729 (+20%)
Value$2.6M (+$556.0K)
Filed 2026-10-13
PW Nova Financial Services LLC
DECREASED
Shares4,295 from 4,821
Change-526 (-11%)
Value$2.6M (-$173.1K)
Filed 2026-10-15
Parcion Private Wealth LLC
INCREASED
Shares4,294 from 3,796
Change+498 (+13%)
Value$2.6M (+$421.8K)
Filed 2026-10-28
Brandywine OAK Private Wealth LLC
DECREASED
Shares4,273 from 4,454
Change-181 (-4%)
Value$2.6M (+$26.7K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares4,268 from 394
Change+3,874 (+983%)
Value$2.6M (+$2.4M)
Filed 2026-10-26
Churchill Financial Advisors, LLC
DECREASED
Shares4,264 from 4,553
Change-289 (-6%)
Value$2.6M (-$36.3K)
Filed 2026-10-20
Fortis Capital Advisors, LLC
INCREASED
Shares4,248 from 3,516
Change+732 (+21%)
Value$2.6M (+$556.6K)
Filed 2026-11-09
Sun Group Wealth Partners
INCREASED
Shares4,245 from 4,242
Change+3 (+0%)
Value$2.6M (+$132.7K)
Filed 2026-10-26
Consilium Wealth Advisory, LLC
DECREASED
Shares4,234 from 5,170
Change-936 (-18%)
Value$2.6M (-$413.1K)
Filed 2026-10-14
Arta Finance Wealth Management LLC
INCREASED
Shares4,219 from 3,988
Change+231 (+6%)
Value$2.6M (+$264.3K)
Filed 2026-10-28
Financial & Tax Architects, LLC
INCREASED
Shares4,209 from 1,131
Change+3,078 (+272%)
Value$2.6M (+$1.9M)
Filed 2026-10-15
Madrona Financial Services, LLC
INCREASED
Shares4,189 from 4,094
Change+95 (+2%)
Value$2.6M (+$184.4K)
Filed 2026-10-23
Falcon Wealth Planning
INCREASED
Shares4,185 from 2,279
Change+1,906 (+84%)
Value$2.6M (+$1.2M)
Filed 2026-11-06
Inscription Capital, LLC
DECREASED
Shares4,183 from 5,195
Change-1,012 (-19%)
Value$2.6M (-$458.8K)
Filed 2026-11-02
Kenora Financial, LLC
DECREASED
Shares4,153 from 5,075
Change-922 (-18%)
Value$2.5M (-$407.5K)
Filed 2026-10-20
Northern Financial Advisors Inc
DECREASED
Shares4,145 from 4,280
Change-135 (-3%)
Value$2.5M (+$49.3K)
Filed 2026-10-29
Modera Wealth Management, LLC
DECREASED
Shares4,132 from 4,243
Change-111 (-3%)
Value$2.5M (+$63.3K)
Filed 2026-10-28
Marathon Capital Management
INCREASED
Shares4,129 from 4,124
Change+5 (+0%)
Value$2.5M (+$130.3K)
Filed 2026-10-23
Ledyard National Bank
INCREASED
Shares4,120 from 2,225
Change+1,895 (+85%)
Value$2.5M (+$1.2M)
Filed 2026-10-21
Asset Advisors Investment Management, LLC
NEW
Shares4,082
Change+4,082
Value$2.5M
Filed 2026-10-19
Beacon Financial Group
DECREASED
Shares4,082 from 4,293
Change-211 (-5%)
Value$2.5M (+$3.3K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
DECREASED
Shares4,081 from 4,163
Change-82 (-2%)
Value$2.5M (+$78.3K)
Filed 2026-10-13
Empire Life Investments Inc.
DECREASED
Shares4,074 from 4,098
Change-24 (-1%)
Value$2.5M (+$111.7K)
Filed 2026-11-06
Petros Family Wealth, LLC
DECREASED
Shares4,062 from 4,064
Change-2 (0%)
Value$2.5M (+$124.2K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares4,054 from 2,724
Change+1,330 (+49%)
Value$2.5M (+$897.7K)
Filed 2026-10-13
Oakwell Private Wealth Management, LLC
INCREASED
Shares4,036 from 4,002
Change+34 (+1%)
Value$2.5M (+$144.3K)
Filed 2026-11-06
Darden Wealth Group Inc
INCREASED
Shares4,034 from 3,454
Change+580 (+17%)
Value$2.5M (+$461.5K)
Filed 2026-11-06
Heritage OAK Wealth Advisors LLC
DECREASED
Shares4,032 from 8,406
Change-4,374 (-52%)
Value$2.5M (-$2.4M)
Filed 2026-10-14
Claro Advisors Inc.
INCREASED
Shares4,023 from 3,874
Change+149 (+4%)
Value$2.5M (+$210.7K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares4,008 from 1,913
Change+2,095 (+110%)
Value$2.5M (+$1.3M)
Filed 2026-10-23
Able Financial Group, LLC
INCREASED
Shares4,004 from 3,611
Change+393 (+11%)
Value$2.4M (+$351.8K)
Filed 2026-10-14
Parametrica Management Ltd
NEW
Shares4,000
Change+4,000
Value$2.4M
Filed 2026-10-27
Ddfg, Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$2.4M (+$123.4K)
Filed 2026-10-15
SLT Holdings LLC
DECREASED
Shares3,993 from 5,493
Change-1,500 (-27%)
Value$2.4M (-$748.2K)
Filed 2026-10-15
Cullinan Associates Inc
INCREASED
Shares3,963 from 3,719
Change+244 (+7%)
Value$2.4M (+$264.0K)
Filed 2026-11-03
Eddie Patel Inc
INCREASED
Shares3,962 from 3,663
Change+299 (+8%)
Value$2.4M (+$295.8K)
Filed 2026-11-02
Sound Income Strategies, LLC
INCREASED
Shares3,952 from 3,201
Change+751 (+23%)
Value$2.5M (+$593.4K)
Filed 2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED
Shares3,948 from 3,775
Change+173 (+5%)
Value$2.4M (+$222.3K)
Filed 2026-10-26
Apollon Financial, LLC
INCREASED
Shares3,943 from 3,881
Change+62 (+2%)
Value$2.4M (+$157.7K)
Filed 2026-10-23
CFC Planning Co LLC
INCREASED
Shares3,939 from 437
Change+3,502 (+801%)
Value$2.4M (+$2.2M)
Filed 2026-10-28
Advisory Solutions Group, LLC
INCREASED
Shares3,932 from 1,188
Change+2,744 (+231%)
Value$2.4M (+$1.7M)
Filed 2026-10-14
Western Financial Corp
DECREASED
Shares3,914 from 9,814
Change-5,900 (-60%)
Value$2.4M (-$3.3M)
Filed 2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,911 from 4,080
Change-169 (-4%)
Value$2.4M (+$22.5K)
Filed 2026-10-20
Bigelow Investment Advisors, LLC
DECREASED
Shares3,910 from 4,171
Change-261 (-6%)
Value$2.4M (-$31.0K)
Filed 2026-10-13
Provident Living Financial Services, Inc.
DECREASED
Shares3,908 from 4,465
Change-557 (-12%)
Value$2.0M (-$621.0K)
Filed 2026-11-03
Strive Financial Group,LLC
INCREASED
Shares3,903 from 3,414
Change+489 (+14%)
Value$2.4M (+$404.3K)
Filed 2026-11-09
BCM Advisors, LLC
DECREASED
Shares3,902 from 12,230
Change-8,328 (-68%)
Value$2.0M (-$4.4M)
Filed 2026-11-03
Mainstream Capital Management LLC
DECREASED
Shares3,900 from 4,030
Change-130 (-3%)
Value$2.4M (+$44.8K)
Filed 2026-10-23
Gradient Capital Advisors, LLC
DECREASED
Shares3,895 from 4,766
Change-871 (-18%)
Value$2.4M (-$385.8K)
Filed 2026-10-21
West Wealth Group, LLC
DECREASED
Shares3,890 from 4,527
Change-637 (-14%)
Value$2.4M (-$250.0K)
Filed 2026-10-14
Campbell Newman Asset Management Inc
DECREASED
Shares3,887 from 3,951
Change-64 (-2%)
Value$2.4M (+$82.7K)
Filed 2026-10-22
Confluence Wealth Services, Inc.
DECREASED
Shares3,884 from 7,143
Change-3,259 (-46%)
Value$2.4M (-$1.8M)
Filed 2026-11-05
City State Bank
DECREASED
Shares3,876 from 3,996
Change-120 (-3%)
Value$2.4M (+$49.9K)
Filed 2026-10-20
Forum Financial Management, LP
DECREASED
Shares3,873 from 3,960
Change-87 (-2%)
Value$2.4M (+$69.2K)
Filed 2026-10-16
First Business Financial Services, Inc.
INCREASED
Shares3,868 from 3,600
Change+268 (+7%)
Value$2.4M (+$275.0K)
Filed 2026-10-29
Bank of Stockton
DECREASED
Shares3,864 from 4,472
Change-608 (-14%)
Value$2.4M (-$234.0K)
Filed 2026-10-20
Smart Wealth LLC
DECREASED
Shares3,852 from 3,955
Change-103 (-3%)
Value$2.4M (+$59.0K)
Filed 2026-11-04
Spectrum Strategic Capital Management, LLC
DECREASED
Shares3,825 from 6,186
Change-2,361 (-38%)
Value$2.3M (-$1.3M)
Filed 2026-10-22
Bria Capital Group, LLC
DECREASED
Shares3,819 from 4,502
Change-683 (-15%)
Value$2.3M (-$278.9K)
Filed 2026-10-22
Seelaus Asset Management LLC
DECREASED
Shares3,803 from 4,346
Change-543 (-12%)
Value$2.3M (-$198.1K)
Filed 2026-10-14
West Michigan Advisors, LLC
NEW
Shares3,795
Change+3,795
Value$2.3M
Filed 2026-11-09
New England Research & Management, Inc.
INCREASED
Shares3,770 from 475
Change+3,295 (+694%)
Value$2.3M (+$2.0M)
Filed 2026-10-16
Garrett Wealth Advisory Group, LLC
DECREASED
Shares3,762 from 3,830
Change-68 (-2%)
Value$2.3M (+$76.6K)
Filed 2026-10-22
International Private Wealth Advisors LLC
NEW
Shares3,752
Change+3,752
Value$2.3M
Filed 2026-11-05
Brick & Kyle, Associates
DECREASED
Shares3,734 from 44,247
Change-40,513 (-92%)
Value$2.3M (-$6.7M)
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
DECREASED
Shares3,726 from 3,879
Change-153 (-4%)
Value$2.3M (+$26.1K)
Filed 2026-11-05
Clear Trail Advisors, LLC
DECREASED
Shares3,722 from 4,002
Change-280 (-7%)
Value$2.3M (-$47.7K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares3,717 from 2,524
Change+1,193 (+47%)
Value$2.3M (+$808.0K)
Filed 2026-10-29
Nicholas Wealth, Llc.
DECREASED
Shares3,716 from 5,075
Change-1,359 (-27%)
Value$2.3M (-$674.8K)
Filed 2026-10-26
Plancorp, LLC
INCREASED
Shares3,707 from 3,629
Change+78 (+2%)
Value$1.9M (-$68.0K)
Filed 2026-11-03
Greenfield Savings Bank
INCREASED
Shares3,698 from 3,569
Change+129 (+4%)
Value$2.3M (+$189.0K)
Filed 2026-10-07
Silphium Asset Management Ltd
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$2.3M (+$114.0K)
Filed 2026-10-27
Rare Wolf Capital LLC
DECREASED
Shares3,694 from 4,373
Change-679 (-16%)
Value$2.3M (-$280.5K)
Filed 2026-10-20
Third View Private Wealth, LLC
INCREASED
Shares3,693 from 2,677
Change+1,016 (+38%)
Value$2.3M (+$703.8K)
Filed 2026-10-30
Acorn Creek Capital LLC
INCREASED
Shares3,688 from 3,665
Change+23 (+1%)
Value$2.3M (+$127.1K)
Filed 2026-11-05
Amitell Capital Pte Ltd
NEW
Shares3,686
Change+3,686
Value$2.3M
Filed 2026-11-02
Element Pointe Advisors, LLC
UNCHANGED
Shares3,671 from 3,671
Change0 (0%)
Value$2.2M (+$113.2K)
Filed 2026-10-21
AMG National Trust Bank
INCREASED
Shares3,666 from 3,045
Change+621 (+20%)
Value$2.2M (+$473.8K)
Filed 2026-11-05
Congress Park Capital LLC
DECREASED
Shares3,659 from 4,442
Change-783 (-18%)
Value$2.2M (-$342.0K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,643 from 241
Change+3,402 (+1412%)
Value$2.2M (+$2.1M)
Filed 2026-10-16
Retirement Planning Group, LLC
INCREASED
Shares3,639 from 3,479
Change+160 (+5%)
Value$2.2M (+$205.3K)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares3,627 from 1,396
Change+2,231 (+160%)
Value$2.2M (+$1.4M)
Filed 2026-10-30
Boomfish Wealth Group, LLC
INCREASED
Shares3,627 from 3,556
Change+71 (+2%)
Value$2.2M (+$153.1K)
Filed 2026-10-22
Shum Financial Group, Inc.
INCREASED
Shares3,624 from 3,400
Change+224 (+7%)
Value$2.2M (+$241.9K)
Filed 2026-10-13
Beacon Capital Management, LLC
DECREASED
Shares3,598 from 3,664
Change-66 (-2%)
Value$2.2M (+$72.7K)
Filed 2026-10-23
Wealth Architects, LLC
INCREASED
Shares3,592 from 3,536
Change+56 (+2%)
Value$2.2M (+$143.3K)
Filed 2026-11-03
Jacobsen Capital Management
DECREASED
Shares3,590 from 3,667
Change-77 (-2%)
Value$2.2M (+$66.0K)
Filed 2026-10-27
Traveka Wealth, LLC
INCREASED
Shares3,587 from 3,446
Change+141 (+4%)
Value$2.2M (+$192.6K)
Filed 2026-10-19
Northwest Wealth Management, LLC
INCREASED
Shares3,584 from 3,478
Change+106 (+3%)
Value$2.2M (+$172.1K)
Filed 2026-10-30
MCF Advisors LLC
INCREASED
Shares3,578 from 3,523
Change+55 (+2%)
Value$2.2M (+$142.3K)
Filed 2026-10-28
AMG Asset Management Group, Inc.
DECREASED
Shares3,569 from 3,573
Change-4 (0%)
Value$2.2M (+$107.8K)
Filed 2026-10-21
Financial Partners Group, Inc
INCREASED
Shares3,566 from 3,275
Change+291 (+9%)
Value$2.2M (+$279.1K)
Filed 2026-10-19
Comprehensive Financial Planning, Inc.
INCREASED
Shares3,559 from 2,686
Change+873 (+33%)
Value$2.2M (+$617.3K)
Filed 2026-10-27
StoneRidge PMG Advisors, LLC
NEW
Shares3,555
Change+3,555
Value$2.2M
Filed 2026-11-04
First United Bank & Trust
DECREASED
Shares3,536 from 3,609
Change-73 (-2%)
Value$2.2M (+$66.7K)
Filed 2026-10-22
Obermeyer Wealth Partners
INCREASED
Shares3,530 from 3,529
Change+1 (+0%)
Value$2.2M (+$109.5K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares3,496 from 967
Change+2,529 (+262%)
Value$2.1M (+$1.6M)
Filed 2026-11-05
Elevation Wealth Management LLC
INCREASED
Shares3,491 from 3,305
Change+186 (+6%)
Value$2.1M (+$215.6K)
Filed 2026-11-02
Allen Capital Group, LLC
INCREASED
Shares3,489 from 3,070
Change+419 (+14%)
Value$2.1M (+$351.0K)
Filed 2026-10-27
Waldron Private Wealth LLC
DECREASED
Shares3,463 from 3,829
Change-366 (-10%)
Value$2.1M (-$105.8K)
Filed 2026-11-02
Aviso Wealth Management
DECREASED
Shares3,460 from 3,483
Change-23 (-1%)
Value$2.1M (+$93.4K)
Filed 2026-11-04
SilverOak Wealth Management LLC
DECREASED
Shares3,454 from 3,465
Change-11 (0%)
Value$2.1M (+$100.2K)
Filed 2026-10-29
TCI Wealth Advisors, Inc.
INCREASED
Shares3,443 from 974
Change+2,469 (+253%)
Value$2.1M (+$1.5M)
Filed 2026-10-30
Evolution Wealth Advisors, LLC
INCREASED
Shares3,439 from 3,378
Change+61 (+2%)
Value$2.1M (+$141.5K)
Filed 2026-11-03
Legacy Financial Strategies, LLC
INCREASED
Shares3,438 from 3,235
Change+203 (+6%)
Value$2.1M (+$223.8K)
Filed 2026-10-15
Legacy Advisors, LLC
DECREASED
Shares3,436 from 3,472
Change-36 (-1%)
Value$2.1M (+$85.2K)
Filed 2026-10-19
Burling Wealth Partners, LLC
DECREASED
Shares3,433 from 4,558
Change-1,125 (-25%)
Value$2.1M (-$547.6K)
Filed 2026-11-09
Pekin Hardy Strauss, Inc.
DECREASED
Shares3,430 from 3,540
Change-110 (-3%)
Value$2.1M (+$41.9K)
Filed 2026-11-02
Roman Butler Fullerton & Co
INCREASED
Shares3,428 from 3,400
Change+28 (+1%)
Value$1.8M (+$27.5K)
Filed 2026-10-27
Blue Jean Financial LLC
NEW
Shares3,421
Change+3,421
Value$2.1M
Filed 2026-10-20
LJI Wealth Management, LLC
DECREASED
Shares3,410 from 3,414
Change-4 (0%)
Value$2.1M (+$102.9K)
Filed 2026-10-28
Connecticut Capital Management Group, LLC
INCREASED
Shares3,409 from 3,379
Change+30 (+1%)
Value$2.1M (+$122.6K)
Filed 2026-10-29
Malaga Cove Capital, LLC
DECREASED
Shares3,406 from 3,670
Change-264 (-7%)
Value$2.1M (-$48.3K)
Filed 2026-10-23
Alamar Capital Management, LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$2.1M (+$104.9K)
Filed 2026-11-02
Impact Partnership Wealth, LLC
INCREASED
Shares3,396 from 3,040
Change+356 (+12%)
Value$2.1M (+$311.6K)
Filed 2026-11-09
Ninety One UK Ltd
INCREASED
Shares3,395 from 433
Change+2,962 (+684%)
Value$2.1M (+$1.8M)
Filed 2026-10-15
Bison Wealth, LLC
INCREASED
Shares3,394 from 2,976
Change+418 (+14%)
Value$2.0M (+$374.0K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
INCREASED
Shares3,388 from 2,964
Change+424 (+14%)
Value$2.1M (+$350.8K)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares3,362
Change+3,362
Value$2.1M
Filed 2026-10-16
USAdvisors Wealth Management, LLC
INCREASED
Shares3,361 from 3,357
Change+4 (+0%)
Value$2.1M (+$106.0K)
Filed 2026-10-21
Contravisory Investment Management, Inc.
DECREASED
Shares3,360 from 3,410
Change-50 (-1%)
Value$2.1M (+$74.6K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares3,350 from 2,710
Change+640 (+24%)
Value$2.0M (+$475.1K)
Filed 2026-10-09
Journey Advisory Group, LLC
UNCHANGED
Shares3,348 from 3,348
Change0 (0%)
Value$2.0M (+$103.3K)
Filed 2026-11-04
Optima Capital LLC
DECREASED
Shares3,344 from 3,980
Change-636 (-16%)
Value$2.0M (-$266.3K)
Filed 2026-10-29
HCR Wealth Advisors
INCREASED
Shares3,322 from 3,179
Change+143 (+5%)
Value$2.0M (+$185.6K)
Filed 2026-10-15
Bullock Wealth Management Group
INCREASED
Shares3,321 from 3,301
Change+20 (+1%)
Value$2.0M (+$259.4K)
Filed 2026-10-09
Victrix Investment Advisors
DECREASED
Shares3,317 from 3,532
Change-215 (-6%)
Value$2.0M (-$22.6K)
Filed 2026-10-13
Encompass More Asset Management
INCREASED
Shares3,316 from 2,047
Change+1,269 (+62%)
Value$2.0M (+$839.1K)
Filed 2026-10-16
Foster Group, Inc.
DECREASED
Shares3,312 from 3,349
Change-37 (-1%)
Value$2.0M (+$80.7K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares3,307 from 3,391
Change-84 (-2%)
Value$2.0M (+$53.3K)
Filed 2026-10-08
JB Capital LLC
INCREASED
Shares3,288 from 3,246
Change+42 (+1%)
Value$2.0M (+$125.9K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares3,263 from 2,913
Change+350 (+12%)
Value$2.0M (+$303.8K)
Filed 2026-10-15
Canopy Partners, LLC
INCREASED
Shares3,262 from 3,096
Change+166 (+5%)
Value$2.0M (+$197.1K)
Filed 2026-10-28
Swmg, LLC
INCREASED
Shares3,262 from 3,260
Change+2 (+0%)
Value$1.7M (-$130.0K)
Filed 2026-10-23
Fischer Financial Services, Inc.
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$2.0M (+$100.3K)
Filed 2026-10-30
Bfsg, LLC
DECREASED
Shares3,244 from 4,250
Change-1,006 (-24%)
Value$2.0M (-$484.3K)
Filed 2026-10-30
GenTrust, LLC
DECREASED
Shares3,233 from 5,786
Change-2,553 (-44%)
Value$2.0M (-$1.4M)
Filed 2026-11-06
Keudell ison Wealth Management
INCREASED
Shares3,221 from 3,064
Change+157 (+5%)
Value$2.0M (+$190.6K)
Filed 2026-10-16
QTR Family Wealth, LLC
DECREASED
Shares3,215 from 3,311
Change-96 (-3%)
Value$2.0M (+$43.4K)
Filed 2026-11-02
IVC Wealth Advisors LLC
DECREASED
Shares3,197 from 3,225
Change-28 (-1%)
Value$2.0M (+$82.4K)
Filed 2026-10-23
Gerald Baker Financial Group LLC
UNCHANGED
Shares3,196 from 3,196
Change0 (0%)
Value$2.0M (+$98.6K)
Filed 2026-10-09
BOS Asset Management, LLC
DECREASED
Shares3,189 from 3,781
Change-592 (-16%)
Value$2.0M (-$245.5K)
Filed 2026-10-09
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,189 from 3,266
Change-77 (-2%)
Value$2.0M (+$54.1K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
INCREASED
Shares3,189 from 3,153
Change+36 (+1%)
Value$2.0M (+$147.9K)
Filed 2026-10-27
MinichMacGregor Wealth Management, LLC
INCREASED
Shares3,161 from 2,885
Change+276 (+10%)
Value$1.9M (+$257.8K)
Filed 2026-10-14
Central Bank & Trust Co
INCREASED
Shares3,157 from 2,206
Change+951 (+43%)
Value$1.9M (+$649.8K)
Filed 2026-10-09
Cross Staff Investments Inc
UNCHANGED
Shares3,154 from 3,154
Change0 (0%)
Value$1.9M (+$97.3K)
Filed 2026-10-22
Fermata Advisors, LLC
INCREASED
Shares3,149 from 2,501
Change+648 (+26%)
Value$1.9M (+$473.6K)
Filed 2026-10-13
Triumph Capital Management
DECREASED
Shares3,137 from 3,235
Change-98 (-3%)
Value$1.9M (+$40.3K)
Filed 2026-10-14
Compass Wealth Management, LLC
UNCHANGED
Shares3,106 from 3,106
Change0 (0%)
Value$1.9M (+$95.8K)
Filed 2026-10-30
Welch & Forbes LLC
DECREASED
Shares3,105 from 4,123
Change-1,018 (-25%)
Value$1.9M (-$495.6K)
Filed 2026-11-04
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares3,102 from 2,066
Change+1,036 (+50%)
Value$1.9M (+$697.5K)
Filed 2026-11-06
Fortem Financial Group, LLC
DECREASED
Shares3,099 from 3,277
Change-178 (-5%)
Value$1.9M (-$7.8K)
Filed 2026-10-20
Great Waters Wealth Management
UNCHANGED
Shares3,093 from 3,093
Change0 (0%)
Value$1.9M (+$95.4K)
Filed 2026-10-07
TrueMark Investments, LLC
DECREASED
Shares3,092 from 3,140
Change-48 (-2%)
Value$1.9M (+$67.5K)
Filed 2026-11-05
King Wealth Management Group
INCREASED
Shares3,090 from 3,083
Change+7 (+0%)
Value$1.9M (+$99.0K)
Filed 2026-11-09
Leo Wealth, LLC
NEW
Shares3,089
Change+3,089
Value$1.9M
Filed 2026-10-26
Richardson Financial Services Inc.
DECREASED
Shares3,081 from 3,851
Change-770 (-20%)
Value$1.9M (-$352.3K)
Filed 2026-10-30
Worthington Financial Partners, LLC
DECREASED
Shares3,079 from 3,154
Change-75 (-2%)
Value$1.9M (+$51.3K)
Filed 2026-10-13
Zinnia Wealth Advisory, LLC
DECREASED
Shares3,076 from 3,158
Change-82 (-3%)
Value$1.9M (+$47.3K)
Filed 2026-11-06
Curbstone Financial Management Corp
DECREASED
Shares3,052 from 3,230
Change-178 (-6%)
Value$1.9M (-$9.2K)
Filed 2026-10-21
Financial Management Professionals, Inc.
DECREASED
Shares3,043 from 3,062
Change-19 (-1%)
Value$1.9M (+$82.8K)
Filed 2026-10-23
Vicus Capital
INCREASED
Shares3,042 from 3,029
Change+13 (+0%)
Value$1.9M (+$101.4K)
Filed 2026-11-05
Birch Financial Group, LLC
DECREASED
Shares3,041 from 3,166
Change-125 (-4%)
Value$1.9M (+$21.1K)
Filed 2026-10-27
Trillium Asset Management, LLC
DECREASED
Shares3,038 from 3,438
Change-400 (-12%)
Value$1.9M (-$138.6K)
Filed 2026-11-09
Argentarii, LLC
INCREASED
Shares3,038 from 3,004
Change+34 (+1%)
Value$1.9M (+$433.7K)
Filed 2026-10-28
Gradient Investments LLC
INCREASED
Shares3,031 from 2,800
Change+231 (+8%)
Value$1.9M (+$227.7K)
Filed 2026-10-08
Enzi Wealth
DECREASED
Shares3,020 from 3,947
Change-927 (-23%)
Value$1.8M (-$334.8K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares3,008 from 2,820
Change+188 (+7%)
Value$1.8M (+$201.8K)
Filed 2026-10-20
Paradigm Asset Management Co LLC
DECREASED
Shares3,000 from 3,667
Change-667 (-18%)
Value$1.8M (-$294.9K)
Filed 2026-11-05
Coastline Trust Co
DECREASED
Shares2,995 from 3,761
Change-766 (-20%)
Value$1.8M (-$352.6K)
Filed 2026-10-01
Gerber, LLC
UNCHANGED
Shares2,992 from 2,992
Change0 (0%)
Value$1.8M (+$92.3K)
Filed 2026-10-21
PUREfi Wealth, LLC
INCREASED
Shares2,986 from 2,910
Change+76 (+3%)
Value$1.8M (+$136.3K)
Filed 2026-10-19
Outfitters Financial LLC
DECREASED
Shares2,980 from 3,440
Change-460 (-13%)
Value$1.8M (-$175.3K)
Filed 2026-10-23
Emissary Wealth LLC
DECREASED
Shares2,978 from 3,040
Change-62 (-2%)
Value$1.8M (+$55.9K)
Filed 2026-11-09
GEM Asset Management, LLC
DECREASED
Shares2,963 from 3,078
Change-115 (-4%)
Value$1.8M (+$24.6K)
Filed 2026-10-13
Tran Capital Management, L.P.
DECREASED
Shares2,960 from 3,013
Change-53 (-2%)
Value$1.8M (+$60.5K)
Filed 2026-10-19
BankPlus Trust Department
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$1.8M (+$91.1K)
Filed 2026-11-06
Impact Capital Partners LLC
INCREASED
Shares2,946 from 2,300
Change+646 (+28%)
Value$1.8M (+$466.2K)
Filed 2026-10-22
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares2,935 from 3,339
Change-404 (-12%)
Value$1.8M (-$144.1K)
Filed 2026-10-09
Register Financial Advisors LLC
DECREASED
Shares2,933 from 2,979
Change-46 (-2%)
Value$1.8M (+$63.8K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
INCREASED
Shares2,931 from 2,899
Change+32 (+1%)
Value$1.8M (+$109.0K)
Filed 2026-10-15
GoalFusion Wealth Management, LLC
DECREASED
Shares2,920 from 3,370
Change-450 (-13%)
Value$1.8M (-$171.3K)
Filed 2026-10-06
Diligent Investors, LLC
UNCHANGED
Shares2,918 from 2,918
Change0 (0%)
Value$1.8M (+$90.0K)
Filed 2026-10-21
Pine Haven Investment Counsel, Inc
DECREASED
Shares2,901 from 2,912
Change-11 (0%)
Value$1.8M (+$83.1K)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
NEW
Shares2,899
Change+2,899
Value$1.8M
Filed 2026-10-22
EdgeRock Capital LLC
INCREASED
Shares2,897 from 2,641
Change+256 (+10%)
Value$1.8M (+$238.1K)
Filed 2026-11-03
Center for Financial Planning, Inc.
DECREASED
Shares2,897 from 2,963
Change-66 (-2%)
Value$1.8M (+$51.0K)
Filed 2026-10-26
Essex LLC
INCREASED
Shares2,883 from 2,733
Change+150 (+5%)
Value$1.8M (+$176.1K)
Filed 2026-10-14
Centennial Wealth Advisory LLC
DECREASED
Shares2,876 from 2,938
Change-62 (-2%)
Value$1.8M (+$53.3K)
Filed 2026-10-16
SGL Investment Advisors, Inc.
INCREASED
Shares2,871 from 2,773
Change+98 (+4%)
Value$1.3M (-$12.9K)
Filed 2026-11-09
Douglas Lane & Associates, LLC
DECREASED
Shares2,855 from 3,018
Change-163 (-5%)
Value$1.7M (-$6.6K)
Filed 2026-10-09
Hamilton Capital, LLC
INCREASED
Shares2,851 from 856
Change+1,995 (+233%)
Value$1.7M (+$1.2M)
Filed 2026-10-08
Syntegra Private Wealth Group, LLC
DECREASED
Shares2,850 from 2,878
Change-28 (-1%)
Value$1.7M (+$71.7K)
Filed 2026-10-13
TigerOak Management, L.L.C.
INCREASED
Shares2,849 from 2,744
Change+105 (+4%)
Value$1.7M (+$148.9K)
Filed 2026-10-23
Hoxton Planning & Management, LLC
INCREASED
Shares2,846 from 2,730
Change+116 (+4%)
Value$1.7M (+$155.2K)
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
DECREASED
Shares2,838 from 3,623
Change-785 (-22%)
Value$1.7M (-$368.5K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,832 from 2,772
Change+60 (+2%)
Value$1.0M (+$75.0K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,828 from 2,683
Change+145 (+5%)
Value$1.7M (+$171.5K)
Filed 2026-10-16
Mirador Capital Partners LP
DECREASED
Shares2,827 from 3,099
Change-272 (-9%)
Value$1.7M (-$70.8K)
Filed 2026-10-09
Univest Financial Corp
INCREASED
Shares2,813 from 2,304
Change+509 (+22%)
Value$1.7M (+$382.5K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares2,806 from 3,142
Change-336 (-11%)
Value$1.7M (-$108.6K)
Filed 2026-10-20
Guerra PAN Advisors, LLC
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$1.5M (-$120.2K)
Filed 2026-10-26
KCM Investment Advisors LLC
INCREASED
Shares2,798 from 2,609
Change+189 (+7%)
Value$1.7M (+$196.1K)
Filed 2026-10-27
Herold Advisors, Inc.
DECREASED
Shares2,796 from 3,062
Change-266 (-9%)
Value$1.7M (-$65.3K)
Filed 2026-10-19
Intrua Financial, LLC
DECREASED
Shares2,781 from 2,851
Change-70 (-2%)
Value$1.7M (+$45.1K)
Filed 2026-10-28
Poehling Capital Management, Inc.
INCREASED
Shares2,778 from 2,768
Change+10 (+0%)
Value$1.7M (+$91.5K)
Filed 2026-10-20
Trust Co of Oklahoma
DECREASED
Shares2,776 from 2,805
Change-29 (-1%)
Value$1.7M (+$68.8K)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares2,775 from 2,395
Change+380 (+16%)
Value$1.7M (+$306.3K)
Filed 2026-11-04
Convergence Financial, LLC
DECREASED
Shares2,771 from 3,850
Change-1,079 (-28%)
Value$1.7M (-$541.3K)
Filed 2026-10-27
Veery Capital, LLC
DECREASED
Shares2,766 from 2,793
Change-27 (-1%)
Value$1.7M (+$69.6K)
Filed 2026-10-07
Collaborative Fund Advisors, LLC
INCREASED
Shares2,753 from 2,010
Change+743 (+37%)
Value$1.7M (+$516.5K)
Filed 2026-11-02
Hilltop National Bank
DECREASED
Shares2,749 from 2,826
Change-77 (-3%)
Value$1.7M (+$40.1K)
Filed 2026-10-14
Spear Advisors LLC
DECREASED
Shares2,736 from 2,876
Change-140 (-5%)
Value$1.7M (+$3.1K)
Filed 2026-10-27
Uniting Wealth Partners, LLC
DECREASED
Shares2,735 from 3,288
Change-553 (-17%)
Value$1.7M (-$236.9K)
Filed 2026-11-06
Avaii Wealth Management, LLC
DECREASED
Shares2,733 from 2,772
Change-39 (-1%)
Value$1.7M (+$122.2K)
Filed 2026-10-09
May Hill Capital, LLC
INCREASED
Shares2,732 from 2,461
Change+271 (+11%)
Value$1.7M (+$241.7K)
Filed 2026-11-03
Generate Investment Management Ltd
DECREASED
Shares2,724 from 51,671
Change-48,947 (-95%)
Value$1.7M (-$28.3M)
Filed 2026-10-14
55 North Private Wealth, LLC
INCREASED
Shares2,713 from 2,677
Change+36 (+1%)
Value$1.7M (+$104.6K)
Filed 2026-10-20
Westover Capital Advisors, LLC
DECREASED
Shares2,694 from 2,697
Change-3 (0%)
Value$1.6M (+$81.4K)
Filed 2026-10-26
Lodestone Wealth Management LLC
DECREASED
Shares2,692 from 2,747
Change-55 (-2%)
Value$1.6M (+$51.1K)
Filed 2026-10-14
Gen-Wealth Partners Inc
DECREASED
Shares2,688 from 3,967
Change-1,279 (-32%)
Value$1.6M (-$660.0K)
Filed 2026-11-04
Asset Planning,Inc
INCREASED
Shares2,686 from 2,526
Change+160 (+6%)
Value$1.6M (+$175.8K)
Filed 2026-10-26
Greenwood Gearhart LLC
INCREASED
Shares2,674 from 1,385
Change+1,289 (+93%)
Value$1.6M (+$831.0K)
Filed 2026-11-02
Doliver Advisors, LP
DECREASED
Shares2,667 from 2,834
Change-167 (-6%)
Value$1.6M (-$14.7K)
Filed 2026-10-01
Chicago Trust Co NA
DECREASED
Shares2,664 from 3,414
Change-750 (-22%)
Value$1.6M (-$353.5K)
Filed 2026-10-28
Vision Capital Management, Inc.
UNCHANGED
Shares2,663 from 2,663
Change0 (0%)
Value$1.6M (+$82.2K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares2,659 from 2,422
Change+237 (+10%)
Value$1.6M (+$220.0K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
DECREASED
Shares2,658 from 2,865
Change-207 (-7%)
Value$1.6M (-$38.2K)
Filed 2026-11-04
TrinityBridge Ltd
DECREASED
Shares2,649 from 2,813
Change-164 (-6%)
Value$1.6M (-$12.0K)
Filed 2026-10-30
Everett Harris & Co
DECREASED
Shares2,642 from 2,896
Change-254 (-9%)
Value$1.6M (-$66.0K)
Filed 2026-10-28
Woodmont Investment Counsel LLC
INCREASED
Shares2,640 from 1,403
Change+1,237 (+88%)
Value$1.6M (+$800.2K)
Filed 2026-10-29
Enterprise Financial Services Corp
DECREASED
Shares2,638 from 2,642
Change-4 (0%)
Value$1.6M (+$79.1K)
Filed 2026-11-03
Donoghue Forlines LLC
DECREASED
Shares2,631 from 9,141
Change-6,510 (-71%)
Value$1.6M (-$3.7M)
Filed 2026-11-02
Lodestar Private Asset Management LLC
DECREASED
Shares2,628 from 2,642
Change-14 (-1%)
Value$1.6M (+$72.9K)
Filed 2026-10-26
Alliance Private Wealth, LLC
DECREASED
Shares2,624 from 6,514
Change-3,890 (-60%)
Value$1.6M (-$2.2M)
Filed 2026-10-20
Ervin Investment Management, LLC
DECREASED
Shares2,624 from 2,740
Change-116 (-4%)
Value$1.6M (+$13.7K)
Filed 2026-10-23
AWM Capital, LLC
INCREASED
Shares2,622 from 2,521
Change+101 (+4%)
Value$1.6M (+$139.6K)
Filed 2026-10-16
TriaGen Wealth Management LLC
INCREASED
Shares2,617 from 1,082
Change+1,535 (+142%)
Value$1.6M (+$972.2K)
Filed 2026-10-14
AlTi Global, Inc.
DECREASED
Shares2,615 from 4,633
Change-2,018 (-44%)
Value$1.6M (-$1.1M)
Filed 2026-11-09
Vertrix Wealth Management, LLC
UNCHANGED
Shares2,613 from 2,613
Change0 (0%)
Value$1.6M (+$80.6K)
Filed 2026-10-13
Arlington Capital Management Inc
UNCHANGED
Shares2,603 from 2,603
Change0 (0%)
Value$1.6M (+$80.3K)
Filed 2026-10-30
Crystal Rock Capital Management
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$1.6M (+$80.2K)
Filed 2026-10-28
Affinity Capital Advisors, LLC
INCREASED
Shares2,587 from 847
Change+1,740 (+205%)
Value$1.6M (+$1.1M)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,585 from 2,611
Change-26 (-1%)
Value$1.6M (+$64.6K)
Filed 2026-10-14
State of Wyoming
DECREASED
Shares2,584 from 5,431
Change-2,847 (-52%)
Value$1.6M (-$1.6M)
Filed 2026-10-28
D'Orazio & Associates, Inc.
INCREASED
Shares2,572 from 2,390
Change+182 (+8%)
Value$1.6M (+$185.1K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares2,572 from 2,659
Change-87 (-3%)
Value$1.6M (+$28.8K)
Filed 2026-10-07
Gemmer Asset Management LLC
DECREASED
Shares2,566 from 2,774
Change-208 (-7%)
Value$1.6M (-$41.7K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,566 from 2,517
Change+49 (+2%)
Value$1.6M (+$107.6K)
Filed 2026-10-13
Independent Solutions Wealth Management, LLC
INCREASED
Shares2,563 from 2,540
Change+23 (+1%)
Value$1.6M (+$92.4K)
Filed 2026-10-28
Brucke Financial, Inc.
INCREASED
Shares2,561 from 2,394
Change+167 (+7%)
Value$1.6M (+$176.0K)
Filed 2026-10-23
Postrock Partners LLC
DECREASED
Shares2,559 from 9,109
Change-6,550 (-72%)
Value$1.6M (-$3.7M)
Filed 2026-11-02
Tritonpoint Wealth, LLC
INCREASED
Shares2,553 from 2,485
Change+68 (+3%)
Value$1.6M (+$118.3K)
Filed 2026-10-19
Marin Bay Wealth Advisors, LLC
DECREASED
Shares2,549 from 2,618
Change-69 (-3%)
Value$1.6M (+$38.6K)
Filed 2026-10-28
Spartan Planning & Wealth Management
DECREASED
Shares2,547 from 2,729
Change-182 (-7%)
Value$1.6M (-$27.3K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares2,542 from 2,328
Change+214 (+9%)
Value$1.6M (+$202.5K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares2,541 from 2,427
Change+114 (+5%)
Value$1.6M (+$144.9K)
Filed 2026-10-19
Elevated Capital Advisors, LLC
DECREASED
Shares2,535 from 3,978
Change-1,443 (-36%)
Value$1.6M (-$760.0K)
Filed 2026-11-04
Certified Advisory Corp
DECREASED
Shares2,533 from 2,704
Change-171 (-6%)
Value$1.5M (-$20.9K)
Filed 2026-10-29
Physician Wealth Solutions Inc.
DECREASED
Shares2,532 from 3,500
Change-968 (-28%)
Value$1.5M (-$484.2K)
Filed 2026-10-14
Little House Capital LLC
NEW
Shares2,530
Change+2,530
Value$1.5M
Filed 2026-11-06
Themes Management Co LLC
DECREASED
Shares2,520 from 6,648
Change-4,128 (-62%)
Value$1.5M (-$2.3M)
Filed 2026-10-29
Thrive Wealth Management, LLC
INCREASED
Shares2,519 from 2,374
Change+145 (+6%)
Value$1.5M (+$161.6K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
DECREASED
Shares2,517 from 2,643
Change-126 (-5%)
Value$1.5M (+$4.5K)
Filed 2026-10-19
Heritage Family Offices, LLP
INCREASED
Shares2,507 from 1,984
Change+523 (+26%)
Value$1.5M (+$381.1K)
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares2,503 from 2,896
Change-393 (-14%)
Value$1.5M (-$151.1K)
Filed 2026-10-22
Rockline Wealth Management, LLC
INCREASED
Shares2,502 from 2,494
Change+8 (+0%)
Value$1.5M (+$81.8K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,500 from 2,152
Change+348 (+16%)
Value$1.5M (+$279.5K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED
Shares2,496 from 2,377
Change+119 (+5%)
Value$1.5M (+$146.1K)
Filed 2026-10-23
Crusonia Wealth Advisors LLC
DECREASED
Shares2,494 from 2,603
Change-109 (-4%)
Value$1.5M (+$13.8K)
Filed 2026-10-26
MW Advisory, LLC
INCREASED
Shares2,492 from 2,381
Change+111 (+5%)
Value$1.5M (+$141.4K)
Filed 2026-10-19
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares2,488 from 452
Change+2,036 (+450%)
Value$1.5M (+$1.3M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares2,485 from 4,846
Change-2,361 (-49%)
Value$1.5M (-$1.3M)
Filed 2026-11-05
Martin Capital Advisors, LLP
DECREASED
Shares2,483 from 2,489
Change-6 (0%)
Value$1.5M (+$73.1K)
Filed 2026-10-15
Pictet Bank & Trust Ltd
DECREASED
Shares2,481 from 3,749
Change-1,268 (-34%)
Value$1.5M (-$660.1K)
Filed 2026-10-21
Mechanics Financial Corp
INCREASED
Shares2,470 from 2,363
Change+107 (+5%)
Value$1.5M (+$138.4K)
Filed 2026-11-05
Simon Quick Advisors, LLC
INCREASED
Shares2,457 from 1,221
Change+1,236 (+101%)
Value$1.5M (+$793.5K)
Filed 2026-10-26
Francis Financial, Inc.
INCREASED
Shares2,455 from 1,926
Change+529 (+27%)
Value$1.5M (+$383.0K)
Filed 2026-11-09
Cookson Peirce & Co Inc
INCREASED
Shares2,453 from 603
Change+1,850 (+307%)
Value$1.5M (+$1.2M)
Filed 2026-10-30
Quantum Financial Advisors, LLC
INCREASED
Shares2,452 from 2,396
Change+56 (+2%)
Value$1.5M (+$108.2K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares2,451 from 2,451
Change0 (0%)
Value$1.5M (+$75.6K)
Filed 2026-11-03
Excalibur Management Corp
DECREASED
Shares2,449 from 2,585
Change-136 (-5%)
Value$1.5M (-$3.5K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
INCREASED
Shares2,447 from 2,201
Change+246 (+11%)
Value$1.5M (+$218.9K)
Filed 2026-11-02
Sherman Wealth Management LLC
UNCHANGED
Shares2,437 from 2,437
Change0 (0%)
Value$1.5M (+$75.2K)
Filed 2026-10-16
Meridian Wealth Partners, LLC
INCREASED
Shares2,435 from 2,273
Change+162 (+7%)
Value$1.5M (+$169.2K)
Filed 2026-11-09
Trueblood Wealth Management, LLC
DECREASED
Shares2,428 from 2,441
Change-13 (-1%)
Value$1.5M (+$67.4K)
Filed 2026-10-23
BAR Harbor Wealth Management
DECREASED
Shares2,426 from 2,471
Change-45 (-2%)
Value$1.5M (+$48.7K)
Filed 2026-10-21
Piedmont Capital Management, LLC
DECREASED
Shares2,426 from 2,461
Change-35 (-1%)
Value$1.5M (+$54.5K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
DECREASED
Shares2,417 from 2,554
Change-137 (-5%)
Value$1.5M (-$5.0K)
Filed 2026-10-14
Sara-Bay Financial
INCREASED
Shares2,417 from 2,402
Change+15 (+1%)
Value$1.5M (+$83.3K)
Filed 2026-10-21
Key FInancial Inc
INCREASED
Shares2,408 from 2,358
Change+50 (+2%)
Value$1.5M (+$103.3K)
Filed 2026-11-02
Souders Financial Advisors
INCREASED
Shares2,407 from 2,269
Change+138 (+6%)
Value$1.5M (+$154.4K)
Filed 2026-11-03
TFB Advisors LLC
DECREASED
Shares2,406 from 2,945
Change-539 (-18%)
Value$1.5M (-$238.9K)
Filed 2026-11-02
Oakworth Capital, Inc.
INCREASED
Shares2,404 from 2,049
Change+355 (+17%)
Value$1.5M (+$297.9K)
Filed 2026-10-26
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED
Shares2,400 from 24,400
Change-22,000 (-90%)
Value$1.5M (-$12.7M)
Filed 2026-11-04
Atticus Wealth Management, LLC
INCREASED
Shares2,400 from 2,182
Change+218 (+10%)
Value$1.5M (+$200.6K)
Filed 2026-10-20
Net Worth Advisory Group
DECREASED
Shares2,398 from 5,570
Change-3,172 (-57%)
Value$1.5M (-$1.8M)
Filed 2026-10-20
Sky Investment Group LLC
INCREASED
Shares2,395 from 573
Change+1,822 (+318%)
Value$1.5M (+$1.1M)
Filed 2026-10-30
Rydar Equities, Inc.
UNCHANGED
Shares2,393 from 2,393
Change0 (0%)
Value$1.5M (+$308.1K)
Filed 2026-10-13
IPG Investment Advisors LLC
DECREASED
Shares2,383 from 8,126
Change-5,743 (-71%)
Value$1.5M (-$3.3M)
Filed 2026-10-30
Coquina Private Wealth LLC
DECREASED
Shares2,369 from 2,650
Change-281 (-11%)
Value$1.4M (-$90.2K)
Filed 2026-10-27
Wealth Effects LLC
UNCHANGED
Shares2,366 from 2,366
Change0 (0%)
Value$1.4M (+$73.0K)
Filed 2026-10-23
Stillwater Wealth Management Group
NEW
Shares2,361
Change+2,361
Value$1.4M
Filed 2026-10-21
Hummer Financial Advisory Services Inc
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$1.4M (+$72.5K)
Filed 2026-10-09
Tanager Wealth Management LLP
INCREASED
Shares2,348 from 2,219
Change+129 (+6%)
Value$1.4M (+$147.4K)
Filed 2026-10-19
Annex Advisory Services, LLC
INCREASED
Shares2,343 from 1,991
Change+352 (+18%)
Value$1.4M (+$276.8K)
Filed 2026-10-16
Worth Asset Management, LLC
DECREASED
Shares2,329 from 5,276
Change-2,947 (-56%)
Value$1.4M (-$1.6M)
Filed 2026-10-07
Nautilus Advisors LLC
DECREASED
Shares2,312 from 2,886
Change-574 (-20%)
Value$1.4M (-$195.7K)
Filed 2026-10-07
Abacus Planning Group, Inc.
INCREASED
Shares2,312 from 2,283
Change+29 (+1%)
Value$1.4M (+$88.2K)
Filed 2026-11-02
Bedel Financial Consulting, Inc.
DECREASED
Shares2,306 from 2,576
Change-270 (-10%)
Value$1.4M (-$85.7K)
Filed 2026-11-06
SYM Financial Corp
DECREASED
Shares2,305 from 2,372
Change-67 (-3%)
Value$1.4M (+$32.0K)
Filed 2026-10-26
Park National Corp
INCREASED
Shares2,305 from 2,263
Change+42 (+2%)
Value$1.4M (+$95.5K)
Filed 2026-10-05
Global Strategic Investment Solutions, LLC
INCREASED
Shares2,287 from 2,248
Change+39 (+2%)
Value$1.4M (+$93.2K)
Filed 2026-10-16
Radnor Capital Management, LLC
INCREASED
Shares2,286 from 1,866
Change+420 (+23%)
Value$1.4M (+$314.5K)
Filed 2026-10-23
Clarity Wealth Advisors, LLC
DECREASED
Shares2,286 from 2,371
Change-85 (-4%)
Value$1.4M (+$21.1K)
Filed 2026-10-21
Cape ANN Savings Bank
INCREASED
Shares2,285 from 2,277
Change+8 (+0%)
Value$1.4M (+$75.1K)
Filed 2026-11-09
Carlson Financial, Inc.
DECREASED
Shares2,284 from 2,297
Change-13 (-1%)
Value$1.4M (+$62.9K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares2,279 from 3,525
Change-1,246 (-35%)
Value$1.4M (-$653.5K)
Filed 2026-11-05
Sage Rhino Capital LLC
INCREASED
Shares2,273 from 2,160
Change+113 (+5%)
Value$1.4M (+$135.8K)
Filed 2026-10-28
Quantum Financial Partners LLC
INCREASED
Shares2,270 from 2,263
Change+7 (+0%)
Value$1.4M (+$74.1K)
Filed 2026-10-19
Intesa Sanpaolo Wealth Management
INCREASED
Shares2,267 from 2,101
Change+166 (+8%)
Value$1.4M (+$166.4K)
Filed 2026-10-28
TSG Advice Partners, LLC
NEW
Shares2,265
Change+2,265
Value$1.3M
Filed 2026-10-29
Rose Capital Advisors LLC
NEW
Shares2,261
Change+2,261
Value$1.4M
Filed 2026-11-04
Precedent Wealth Partners, LLC
INCREASED
Shares2,253 from 2,040
Change+213 (+10%)
Value$1.4M (+$193.4K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
INCREASED
Shares2,253 from 2,189
Change+64 (+3%)
Value$1.4M (+$106.7K)
Filed 2026-10-05
Strategy Asset Managers LLC
INCREASED
Shares2,247 from 737
Change+1,510 (+205%)
Value$1.4M (+$946.5K)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,246 from 1,947
Change+299 (+15%)
Value$1.4M (+$243.0K)
Filed 2026-11-04
Olistico Wealth, LLC
UNCHANGED
Shares2,229 from 2,229
Change0 (0%)
Value$1.4M (+$68.8K)
Filed 2026-10-05
Mount Lucas Management LP
INCREASED
Shares2,226 from 2,194
Change+32 (+1%)
Value$1.4M (+$87.3K)
Filed 2026-11-09
Maia Wealth LLC
INCREASED
Shares2,225 from 2,058
Change+167 (+8%)
Value$1.4M (+$165.7K)
Filed 2026-10-19
Warner Group LLC
INCREASED
Shares2,224 from 2,200
Change+24 (+1%)
Value$1.4M (+$82.6K)
Filed 2026-11-09
Rossby Financial, LCC
DECREASED
Shares2,200 from 2,670
Change-470 (-18%)
Value$1.3M (-$205.2K)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares2,189 from 189
Change+2,000 (+1058%)
Value$1.3M (+$1.2M)
Filed 2026-10-30
Howard Financial Services, Ltd.
INCREASED
Shares2,186 from 1,864
Change+322 (+17%)
Value$1.3M (+$254.5K)
Filed 2026-10-15
WBH Advisory Inc
DECREASED
Shares2,182 from 2,183
Change-1 (0%)
Value$1.3M (+$66.7K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares2,181 from 1,305
Change+876 (+67%)
Value$1.3M (+$576.2K)
Filed 2026-10-28
LeConte Wealth Management, LLC
INCREASED
Shares2,176 from 1,731
Change+445 (+26%)
Value$1.3M (+$325.6K)
Filed 2026-10-20
Vann Equity Management LLC
INCREASED
Shares2,166 from 1,639
Change+527 (+32%)
Value$1.3M (+$373.0K)
Filed 2026-10-08
BAM Wealth Management, LLC
INCREASED
Shares2,165 from 2,136
Change+29 (+1%)
Value$1.3M (+$83.6K)
Filed 2026-10-15
WealthPLAN Partners, LLC
DECREASED
Shares2,159 from 2,395
Change-236 (-10%)
Value$1.3M (-$70.5K)
Filed 2026-10-15
Mosley Wealth Management
DECREASED
Shares2,158 from 2,422
Change-264 (-11%)
Value$1.2M (-$193.7K)
Filed 2026-10-16
Berkshire Money Management, Inc.
NEW
Shares2,156
Change+2,156
Value$1.3M
Filed 2026-10-21
Fairvoy Private Wealth, LLC
INCREASED
Shares2,152 from 2,062
Change+90 (+4%)
Value$1.3M (+$118.7K)
Filed 2026-10-19
Revisor Wealth Management LLC
DECREASED
Shares2,146 from 2,326
Change-180 (-8%)
Value$1.2M (-$145.7K)
Filed 2026-10-20
NewSquare Capital LLC
INCREASED
Shares2,138 from 1,913
Change+225 (+12%)
Value$1.3M (+$196.7K)
Filed 2026-11-06
Acropolis Investment Management, LLC
DECREASED
Shares2,138 from 2,274
Change-136 (-6%)
Value$1.3M (-$13.0K)
Filed 2026-10-08
Goldstein Advisors, LLC
INCREASED
Shares2,125 from 1,335
Change+790 (+59%)
Value$1.3M (+$524.5K)
Filed 2026-10-15
Ejmk Ventures LLC
DECREASED
Shares2,122 from 2,228
Change-106 (-5%)
Value$1.3M (+$3.9K)
Filed 2026-10-21
Stableford Capital II LLC
DECREASED
Shares2,119 from 3,452
Change-1,333 (-39%)
Value$1.3M (-$709.0K)
Filed 2026-10-09
NWF Advisory Services Inc.
DECREASED
Shares2,118 from 4,409
Change-2,291 (-52%)
Value$1.3M (-$1.3M)
Filed 2026-10-19
Delta Financial Advisors LLC
DECREASED
Shares2,117 from 2,172
Change-55 (-3%)
Value$1.3M (+$33.4K)
Filed 2026-10-27
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares2,115 from 2,115
Change0 (0%)
Value$1.3M (+$67.0K)
Filed 2026-11-09
Fulcrum Equity Management
INCREASED
Shares2,113 from 1,943
Change+170 (+9%)
Value$1.3M (+$163.9K)
Filed 2026-10-21
Financial Insights, Inc.
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$1.3M (+$65.0K)
Filed 2026-10-27
Richard C. Young & Co., Ltd.
DECREASED
Shares2,105 from 2,234
Change-129 (-6%)
Value$1.3M (-$10.0K)
Filed 2026-11-04
Atlas Brown,Inc.
INCREASED
Shares2,104 from 2,024
Change+80 (+4%)
Value$1.3M (+$111.4K)
Filed 2026-10-09
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares2,093 from 3,996
Change-1,903 (-48%)
Value$1.3M (-$1.0M)
Filed 2026-10-22
Clark Asset Management, LLC
INCREASED
Shares2,088 from 1,360
Change+728 (+54%)
Value$1.3M (+$487.6K)
Filed 2026-10-19
Donaldson Capital Management, LLC
INCREASED
Shares2,071 from 1,999
Change+72 (+4%)
Value$1.3M (+$105.7K)
Filed 2026-11-09
Center for Wealth Management Advisory
INCREASED
Shares2,070 from 1,860
Change+210 (+11%)
Value$1.3M (+$185.8K)
Filed 2026-10-23
D.B. Root & Company, LLC
INCREASED
Shares2,068 from 1,998
Change+70 (+4%)
Value$1.3M (+$104.2K)
Filed 2026-11-04
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares2,062 from 2,079
Change-17 (-1%)
Value$1.3M (+$53.7K)
Filed 2026-10-14
BostonPremier Wealth LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$1.3M (+$63.5K)
Filed 2026-10-16
Greenspring Advisors, LLC
INCREASED
Shares2,054 from 1,969
Change+85 (+4%)
Value$1.3M (+$113.0K)
Filed 2026-11-05
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares2,051 from 2,184
Change-133 (-6%)
Value$1.3M (-$14.0K)
Filed 2026-10-20
RS Crum Inc.
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$1.3M (+$63.2K)
Filed 2026-10-19
Wespac Advisors, LLC
INCREASED
Shares2,048 from 2,040
Change+8 (+0%)
Value$1.3M (+$67.8K)
Filed 2026-10-26
San Luis Wealth Advisors LLC
INCREASED
Shares2,048 from 2,046
Change+2 (+0%)
Value$1.3M (+$64.5K)
Filed 2026-10-27
Motive Wealth Advisors
INCREASED
Shares2,039 from 1,958
Change+81 (+4%)
Value$1.2M (+$110.0K)
Filed 2026-10-26
Hill Island Financial LLC
DECREASED
Shares2,039 from 2,050
Change-11 (-1%)
Value$1.2M (+$56.5K)
Filed 2026-10-20
Southern Financial Group, LLC
DECREASED
Shares2,030 from 2,181
Change-151 (-7%)
Value$1.2M (-$25.1K)
Filed 2026-10-30
FAI Advisors, Inc.
INCREASED
Shares2,030 from 2,016
Change+14 (+1%)
Value$1.2M (+$70.8K)
Filed 2026-10-27
Cap Partners, LLC
INCREASED
Shares2,022 from 1,927
Change+95 (+5%)
Value$1.2M (+$117.6K)
Filed 2026-10-19
AM Investment Strategies LLC
INCREASED
Shares2,020 from 1,295
Change+725 (+56%)
Value$1.2M (+$484.0K)
Filed 2026-11-05
Cypress Wealth Services, LLC
DECREASED
Shares2,020 from 2,032
Change-12 (-1%)
Value$1.3M (+$131.4K)
Filed 2026-10-21
Integrity Wealth Partners, LLC
NEW
Shares2,018
Change+2,018
Value$1.2M
Filed 2026-10-14
Hilton Head Capital Partners, LLC
DECREASED
Shares2,015 from 2,089
Change-74 (-4%)
Value$1.2M (+$19.2K)
Filed 2026-10-23
Sunpointe, LLC
DECREASED
Shares2,008 from 3,673
Change-1,665 (-45%)
Value$1.2M (-$905.3K)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
INCREASED
Shares2,003 from 1,312
Change+691 (+53%)
Value$1.3M (+$621.4K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
DECREASED
Shares1,995 from 2,044
Change-49 (-2%)
Value$1.2M (+$33.1K)
Filed 2026-11-05
Pittenger & Anderson Inc
DECREASED
Shares1,995 from 2,035
Change-40 (-2%)
Value$1.2M (+$38.3K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares1,992 from 2,192
Change-200 (-9%)
Value$1.2M (-$54.7K)
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
INCREASED
Shares1,990 from 1,830
Change+160 (+9%)
Value$1.2M (+$154.3K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares1,987 from 1,987
Change0 (0%)
Value$1.2M (+$61.3K)
Filed 2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,987 from 1,987
Change0 (0%)
Value$1.2M ($0)
Filed 2026-11-03
Manske Wealth Management
INCREASED
Shares1,985 from 1,906
Change+79 (+4%)
Value$1.2M (+$107.1K)
Filed 2026-10-26
Balentine LLC
DECREASED
Shares1,983 from 2,250
Change-267 (-12%)
Value$1.2M (-$93.9K)
Filed 2026-11-03
Mattern Wealth Management LLC
UNCHANGED
Shares1,976 from 1,976
Change0 (0%)
Value$1.2M (+$61.0K)
Filed 2026-11-04
New Covenant Trust Company, N.A.
INCREASED
Shares1,973 from 1,678
Change+295 (+18%)
Value$1.2M (+$232.2K)
Filed 2026-10-08
Winthrop Advisory Group LLC
DECREASED
Shares1,970 from 2,204
Change-234 (-11%)
Value$1.2M (-$75.2K)
Filed 2026-10-22
True North Advisors, LLC
DECREASED
Shares1,968 from 2,128
Change-160 (-8%)
Value$1.2M (-$32.2K)
Filed 2026-10-22
J. Derek Lewis & Associates Inc.
DECREASED
Shares1,966 from 2,207
Change-241 (-11%)
Value$1.2M (-$104.4K)
Filed 2026-11-03
Magnus Financial Group LLC
DECREASED
Shares1,962 from 2,694
Change-732 (-27%)
Value$1.2M (-$364.7K)
Filed 2026-10-21
Equity Wealth Partners, LLC
INCREASED
Shares1,957 from 1,503
Change+454 (+30%)
Value$1.2M (+$324.1K)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares1,949 from 1,666
Change+283 (+17%)
Value$1.2M (+$224.5K)
Filed 2026-10-16
Cypress Point Wealth Management, LLC
DECREASED
Shares1,949 from 1,956
Change-7 (0%)
Value$1.2M (+$56.1K)
Filed 2026-11-03
Stone House Investment Management, LLC
INCREASED
Shares1,948 from 1,879
Change+69 (+4%)
Value$1.2M (+$100.2K)
Filed 2026-10-23
Townsend Asset Management Corp
INCREASED
Shares1,947 from 1,946
Change+1 (+0%)
Value$1.2M (+$60.6K)
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$1.2M (+$59.8K)
Filed 2026-11-04
DSG Capital Advisors, LLC
INCREASED
Shares1,938 from 551
Change+1,387 (+252%)
Value$1.2M (+$883.6K)
Filed 2026-11-05
Warwick Investment Management, Inc.
DECREASED
Shares1,937 from 3,169
Change-1,232 (-39%)
Value$1.2M (-$655.9K)
Filed 2026-10-19
Gallagher Capital Advisors, LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$1.2M (+$59.8K)
Filed 2026-10-09
KFA Private Wealth Group, LLC
INCREASED
Shares1,935 from 1,931
Change+4 (+0%)
Value$1.2M (+$61.8K)
Filed 2026-10-07
Whelan Financial
INCREASED
Shares1,933 from 1,592
Change+341 (+21%)
Value$1.2M (+$257.7K)
Filed 2026-10-28
Charter Capital Management, Llc\de
DECREASED
Shares1,929 from 2,148
Change-219 (-10%)
Value$1.2M (-$67.6K)
Filed 2026-10-28
NBH Bank
INCREASED
Shares1,928 from 1,702
Change+226 (+13%)
Value$1.2M (+$190.8K)
Filed 2026-11-05
Braeburn Wealth Management LLC
DECREASED
Shares1,921 from 1,964
Change-43 (-2%)
Value$1.2M (+$34.4K)
Filed 2026-10-15
Ameliora Wealth Management Ltd.
DECREASED
Shares1,921 from 1,959
Change-38 (-2%)
Value$1.2M (+$37.2K)
Filed 2026-10-23
LifeWealth Investments, LLC
INCREASED
Shares1,914 from 931
Change+983 (+106%)
Value$1.2M (+$630.0K)
Filed 2026-10-21
General Partner, Inc.
UNCHANGED
Shares1,906 from 1,906
Change0 (0%)
Value$1.2M (+$58.8K)
Filed 2026-10-05
Seven Mile Advisory
DECREASED
Shares1,905 from 2,005
Change-100 (-5%)
Value$1.2M (+$678)
Filed 2026-10-22
Segment Wealth Management, LLC
INCREASED
Shares1,901 from 1,825
Change+76 (+4%)
Value$1.2M (+$102.8K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
INCREASED
Shares1,900 from 1,162
Change+738 (+64%)
Value$1.2M (+$487.3K)
Filed 2026-10-28
High Net Worth Advisory Group LLC
DECREASED
Shares1,893 from 1,935
Change-42 (-2%)
Value$1.2M (+$34.0K)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
DECREASED
Shares1,884 from 1,946
Change-62 (-3%)
Value$1.2M (+$22.3K)
Filed 2026-10-06
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares1,875 from 809
Change+1,066 (+132%)
Value$1.1M (+$677.1K)
Filed 2026-10-09
MV Capital Management, Inc.
INCREASED
Shares1,873 from 1,842
Change+31 (+2%)
Value$1.1M (+$75.8K)
Filed 2026-10-29
Harbour Trust & Investment Management Co
INCREASED
Shares1,869 from 1,826
Change+43 (+2%)
Value$1.1M (+$82.6K)
Filed 2026-10-28
Haven Capital Group, Inc.
UNCHANGED
Shares1,864 from 1,864
Change0 (0%)
Value$1.1M (+$57.5K)
Filed 2026-10-13
Fortis Group Advisors, LLC
DECREASED
Shares1,862 from 2,011
Change-149 (-7%)
Value$940.1K (-$228.3K)
Filed 2026-11-06
James J. Burns & Company, LLC
INCREASED
Shares1,859 from 1,849
Change+10 (+1%)
Value$1.1M (+$63.2K)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,856 from 1,697
Change+159 (+9%)
Value$1.1M (+$149.3K)
Filed 2026-10-05
Heritage Investors Management Corp
DECREASED
Shares1,855 from 1,975
Change-120 (-6%)
Value$1.1M (-$12.0K)
Filed 2026-10-29
Hoey Investments, Inc
INCREASED
Shares1,852 from 1,828
Change+24 (+1%)
Value$1.1M (+$71.1K)
Filed 2026-10-29
Mandatum Life Insurance Co Ltd
INCREASED
Shares1,848 from 1,808
Change+40 (+2%)
Value$1.1M (+$80.2K)
Filed 2026-11-06
Platform Technology Partners
INCREASED
Shares1,844 from 1,686
Change+158 (+9%)
Value$1.1M (+$148.7K)
Filed 2026-11-02
MBE Wealth Management, LLC
INCREASED
Shares1,841 from 1,781
Change+60 (+3%)
Value$1.1M (+$91.6K)
Filed 2026-10-26
Five Oceans Advisors
DECREASED
Shares1,839 from 1,976
Change-137 (-7%)
Value$1.1M (-$22.9K)
Filed 2026-10-22
Meridian Investment Counsel Inc.
DECREASED
Shares1,835 from 2,035
Change-200 (-10%)
Value$1.1M (-$59.6K)
Filed 2026-10-14
Monte Financial Group, LLC
INCREASED
Shares1,831 from 1,830
Change+1 (+0%)
Value$1.1M (+$248.8K)
Filed 2026-11-02
Symmetry Partners, LLC
INCREASED
Shares1,830 from 1,726
Change+104 (+6%)
Value$1.1M (+$116.9K)
Filed 2026-10-27
Andrews Advisory Associates, LLC
DECREASED
Shares1,827 from 1,922
Change-95 (-5%)
Value$1.1M (+$1.2K)
Filed 2026-10-15
RAM Investment Partners, LLC
INCREASED
Shares1,825 from 1,536
Change+289 (+19%)
Value$1.1M (+$224.1K)
Filed 2026-10-21
Covenant Asset Management, LLC
DECREASED
Shares1,817 from 1,820
Change-3 (0%)
Value$1.1M (+$54.3K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
DECREASED
Shares1,811 from 1,821
Change-10 (-1%)
Value$1.1M (+$50.1K)
Filed 2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$1.1M (+$55.8K)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
INCREASED
Shares1,808 from 1,713
Change+95 (+6%)
Value$1.1M (+$111.0K)
Filed 2026-11-06
YHB Investment Advisors, Inc.
INCREASED
Shares1,792 from 1,421
Change+371 (+26%)
Value$1.1M (+$270.8K)
Filed 2026-10-08
First Bancorp, Inc
DECREASED
Shares1,792 from 2,102
Change-310 (-15%)
Value$1.1M (-$124.8K)
Filed 2026-10-26
AGH Wealth Advisors, LLC
DECREASED
Shares1,791 from 1,809
Change-18 (-1%)
Value$1.1M (+$44.8K)
Filed 2026-10-26
Prentice Wealth Management LLC
INCREASED
Shares1,789 from 1,786
Change+3 (+0%)
Value$1.1M (+$56.9K)
Filed 2026-10-20
ARS Investment Partners, LLC
UNCHANGED
Shares1,779 from 1,779
Change0 (0%)
Value$1.1M (+$54.9K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,777 from 1,662
Change+115 (+7%)
Value$1.1M (+$121.6K)
Filed 2026-11-02
Nadler Financial Group, Inc.
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$1.1M (+$54.8K)
Filed 2026-10-23
Albion Financial Group
INCREASED
Shares1,772 from 1,751
Change+21 (+1%)
Value$1.1M (+$67.0K)
Filed 2026-10-21
Chung Wu Investment Group, LLC
INCREASED
Shares1,770 from 575
Change+1,195 (+208%)
Value$1.1M (+$748.8K)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
NEW
Shares1,769
Change+1,769
Value$1.1M
Filed 2026-10-23
Y.D. More Investments Ltd
DECREASED
Shares1,765 from 2,666
Change-901 (-34%)
Value$1.1M (-$469.2K)
Filed 2026-11-02
Trust Co of the South
INCREASED
Shares1,765 from 1,746
Change+19 (+1%)
Value$1.1M (+$65.5K)
Filed 2026-10-21
Uhlmann Price Securities, LLC
DECREASED
Shares1,762 from 2,215
Change-453 (-20%)
Value$1.1M (-$208.8K)
Filed 2026-11-03
Greystone Financial Group, LLC
INCREASED
Shares1,762 from 1,603
Change+159 (+10%)
Value$1.1M (+$146.7K)
Filed 2026-10-26
Valley National Advisers Inc
INCREASED
Shares1,760 from 1,745
Change+15 (+1%)
Value$1.1M (+$63.0K)
Filed 2026-10-23
Instrumental Wealth, LLC
INCREASED
Shares1,759 from 1,719
Change+40 (+2%)
Value$1.1M (+$77.6K)
Filed 2026-10-20
True Freedom Investing, LLC
NEW
Shares1,755
Change+1,755
Value$1.1M
Filed 2026-10-29
Baker Boyer National Bank
INCREASED
Shares1,751 from 1,732
Change+19 (+1%)
Value$1.1M (+$65.1K)
Filed 2026-11-05
Syverson Strege & Co
INCREASED
Shares1,747 from 1,585
Change+162 (+10%)
Value$1.1M (+$148.0K)
Filed 2026-11-02
SJS Investment Consulting Inc.
INCREASED
Shares1,745 from 1,313
Change+432 (+33%)
Value$1.1M (+$305.0K)
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,739 from 1,463
Change+276 (+19%)
Value$1.1M (+$214.0K)
Filed 2026-10-27
Western Pacific Wealth Management, LP
INCREASED
Shares1,737 from 1,667
Change+70 (+4%)
Value$1.1M (+$94.3K)
Filed 2026-10-16
GW Henssler & Associates LTD
INCREASED
Shares1,734 from 592
Change+1,142 (+193%)
Value$1.1M (+$716.9K)
Filed 2026-10-26
Expressive Wealth LLC
DECREASED
Shares1,733 from 1,779
Change-46 (-3%)
Value$1.1M (+$26.7K)
Filed 2026-11-09
Archer Investment Corp
DECREASED
Shares1,728 from 1,819
Change-91 (-5%)
Value$1.1M (+$574)
Filed 2026-11-05
SkyOak Wealth, LLC
INCREASED
Shares1,724 from 1,712
Change+12 (+1%)
Value$1.1M (+$60.2K)
Filed 2026-10-28
ADE, LLC
INCREASED
Shares1,723 from 1,717
Change+6 (+0%)
Value$1.1M (+$56.6K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
INCREASED
Shares1,722 from 1,519
Change+203 (+13%)
Value$910.5K (+$145.6K)
Filed 2026-10-19
PFW Advisors LLC
INCREASED
Shares1,721 from 1,671
Change+50 (+3%)
Value$1.1M (+$82.1K)
Filed 2026-10-07
1900 Wealth Management LLC
INCREASED
Shares1,717 from 1,173
Change+544 (+46%)
Value$1.1M (+$369.0K)
Filed 2026-10-13
Crumly & Associates Inc.
INCREASED
Shares1,715 from 1,650
Change+65 (+4%)
Value$1.0M (+$90.7K)
Filed 2026-10-07
BLB&B Advisors, LLC
INCREASED
Shares1,712 from 1,223
Change+489 (+40%)
Value$1.0M (+$336.9K)
Filed 2026-10-27
Howard Capital Management Group, LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$1.0M (+$52.8K)
Filed 2026-10-16
Financial Management Network Inc
DECREASED
Shares1,707 from 1,825
Change-118 (-6%)
Value$1.1M (+$177.3K)
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
DECREASED
Shares1,705 from 1,911
Change-206 (-11%)
Value$1.0M (-$67.1K)
Filed 2026-10-26
Fusion Capital, LLC
DECREASED
Shares1,703 from 1,737
Change-34 (-2%)
Value$1.0M (+$32.7K)
Filed 2026-10-28
Signature Equity Partners, LLC
DECREASED
Shares1,698 from 2,066
Change-368 (-18%)
Value$1.0M (-$161.4K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
INCREASED
Shares1,695 from 1,615
Change+80 (+5%)
Value$1.0M (+$99.0K)
Filed 2026-10-27
Globalt Investments LLC / GA
INCREASED
Shares1,693 from 662
Change+1,031 (+156%)
Value$1.0M (+$651.1K)
Filed 2026-10-27
Aletheian Wealth Advisors LLC
INCREASED
Shares1,692 from 1,316
Change+376 (+29%)
Value$1.0M (+$270.6K)
Filed 2026-10-08
ZWJ Investment Counsel Inc
DECREASED
Shares1,688 from 1,693
Change-5 (0%)
Value$1.0M (+$49.2K)
Filed 2026-10-15
Traphagen Investment Advisors LLC
DECREASED
Shares1,686 from 1,761
Change-75 (-4%)
Value$1.0M (+$8.5K)
Filed 2026-10-14
Invenio Wealth Partners LLC
DECREASED
Shares1,686 from 1,693
Change-7 (0%)
Value$1.0M (+$47.9K)
Filed 2026-10-20
Alpine Bank Wealth Management
DECREASED
Shares1,685 from 1,732
Change-47 (-3%)
Value$1.0M (+$24.7K)
Filed 2026-10-16
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares1,681 from 1,451
Change+230 (+16%)
Value$1.0M (+$185.5K)
Filed 2026-10-16
Waterway Wealth Management, LLC
DECREASED
Shares1,676 from 1,814
Change-138 (-8%)
Value$1.0M (-$28.5K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
INCREASED
Shares1,673 from 1,592
Change+81 (+5%)
Value$1.0M (+$98.4K)
Filed 2026-11-05
Fulcrum Wealth Advisors, LLC
INCREASED
Shares1,671 from 1,655
Change+16 (+1%)
Value$1.0M (+$61.1K)
Filed 2026-10-16
Sunburst Financial Group, LLC
DECREASED
Shares1,668 from 1,684
Change-16 (-1%)
Value$1.0M (+$42.2K)
Filed 2026-10-09
One Wealth Capital Management, LLC
INCREASED
Shares1,664 from 636
Change+1,028 (+162%)
Value$1.0M (+$648.5K)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
DECREASED
Shares1,658 from 1,666
Change-8 (0%)
Value$1.0M (+$46.5K)
Filed 2026-10-09
Guardian Capital, LLC
DECREASED
Shares1,653 from 1,921
Change-268 (-14%)
Value$1.0M (-$104.7K)
Filed 2026-11-06
M&G Plc
DECREASED
Shares1,650 from 4,854
Change-3,204 (-66%)
Value$1.0M (-$1.8M)
Filed 2026-11-04
Birinyi Associates Inc
INCREASED
Shares1,650 from 1,450
Change+200 (+14%)
Value$1.0M (+$167.0K)
Filed 2026-10-28
LifeGoal Investments, LLC
INCREASED
Shares1,646 from 1,382
Change+264 (+19%)
Value$1.0M (+$204.1K)
Filed 2026-10-09
Home Federal Bank of Tennessee
INCREASED
Shares1,644 from 1,069
Change+575 (+54%)
Value$1.0M (+$384.7K)
Filed 2026-10-15
Crown Wealth Group, LLC
INCREASED
Shares1,644 from 1,458
Change+186 (+13%)
Value$1.0M (+$158.8K)
Filed 2026-10-19
Cadinha & Co LLC
UNCHANGED
Shares1,638 from 1,638
Change0 (0%)
Value$1.0M (+$50.5K)
Filed 2026-10-22
Lynx Investment Advisory
DECREASED
Shares1,636 from 2,057
Change-421 (-20%)
Value$1.0M (-$194.1K)
Filed 2026-10-27
KG Capital Management
INCREASED
Shares1,632 from 1,561
Change+71 (+5%)
Value$998.4K (+$91.6K)
Filed 2026-10-15
Auxano Advisors, LLC
DECREASED
Shares1,632 from 1,696
Change-64 (-4%)
Value$998.4K (+$13.2K)
Filed 2026-11-06
Artesa Financial Group, LLC
DECREASED
Shares1,625 from 1,665
Change-40 (-2%)
Value$994.1K (+$26.9K)
Filed 2026-10-29
RED Lighthouse Investment Management, LLC
DECREASED
Shares1,623 from 2,058
Change-435 (-21%)
Value$993.2K (-$202.3K)
Filed 2026-11-02
Vela Investment Management, LLC
INCREASED
Shares1,620 from 1,448
Change+172 (+12%)
Value$991.1K (+$149.9K)
Filed 2026-11-09
CGN Advisors LLC
INCREASED
Shares1,619 from 1,503
Change+116 (+8%)
Value$990.4K (+$117.1K)
Filed 2026-10-21
Legacy Wealth Partners, LLC
INCREASED
Shares1,613 from 1,448
Change+165 (+11%)
Value$986.8K (+$145.6K)
Filed 2026-10-15
Washington Trust Co
DECREASED
Shares1,608 from 1,627
Change-19 (-1%)
Value$983.7K (+$38.6K)
Filed 2026-10-22
Riverbend Wealth Management, LLC
INCREASED
Shares1,605 from 1,594
Change+11 (+1%)
Value$981.9K (+$55.9K)
Filed 2026-10-15
Index Fund Advisors, Inc.
DECREASED
Shares1,604 from 1,609
Change-5 (0%)
Value$981.4K (+$46.7K)
Filed 2026-11-05
S.A. Mason LLC
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$980.7K (+$49.5K)
Filed 2026-10-13
BXM Wealth LLC
INCREASED
Shares1,598 from 1,596
Change+2 (+0%)
Value$977.6K (+$50.5K)
Filed 2026-11-03
Foundry Financial LLC
INCREASED
Shares1,590 from 1,320
Change+270 (+20%)
Value$972.5K (+$205.6K)
Filed 2026-10-16
Abundance Wealth Counselors
INCREASED
Shares1,589 from 1,209
Change+380 (+31%)
Value$972.1K (+$269.8K)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
INCREASED
Shares1,582 from 1,481
Change+101 (+7%)
Value$967.8K (+$107.5K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares1,576 from 2,034
Change-458 (-23%)
Value$802.8K (-$378.7K)
Filed 2026-10-30
Carter Financial Group, Inc.
INCREASED
Shares1,576 from 1,519
Change+57 (+4%)
Value$964.2K (+$81.7K)
Filed 2026-10-21
JGP Wealth Management, LLC
INCREASED
Shares1,575 from 1,267
Change+308 (+24%)
Value$963.7K (+$227.7K)
Filed 2026-10-13
Nolet Wealth Management, LLC
INCREASED
Shares1,575 from 1,571
Change+4 (+0%)
Value$963.2K (+$50.9K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares1,572 from 1,442
Change+130 (+9%)
Value$961.7K (+$124.0K)
Filed 2026-10-09
Owl Creek Wealth Partners LLC
DECREASED
Shares1,570 from 1,731
Change-161 (-9%)
Value$960.5K (-$45.1K)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares1,565 from 1,444
Change+121 (+8%)
Value$957.4K (+$118.6K)
Filed 2026-10-09
Focused Wealth Management, Inc
INCREASED
Shares1,561 from 1,546
Change+15 (+1%)
Value$955.0K (+$56.9K)
Filed 2026-10-30
NBT Bank, N.A.
INCREASED
Shares1,558 from 1,242
Change+316 (+25%)
Value$953.1K (+$231.6K)
Filed 2026-10-21
Twelve Points Wealth Management LLC
NEW
Shares1,557
Change+1,557
Value$786.0K
Filed 2026-11-03
Sky-Mountain Capital Management, Inc.
UNCHANGED
Shares1,556 from 1,556
Change0 (0%)
Value$951.9K (+$48.0K)
Filed 2026-11-09
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,555 from 1,461
Change+94 (+6%)
Value$951.3K (+$102.6K)
Filed 2026-10-16
Sterling Manor Financial, LLC
NEW
Shares1,552
Change+1,552
Value$949.5K
Filed 2026-10-21
Seamount Financial Group Inc
DECREASED
Shares1,552 from 1,907
Change-355 (-19%)
Value$949.5K (-$158.3K)
Filed 2026-10-21
Legacy Trust
INCREASED
Shares1,552 from 1,422
Change+130 (+9%)
Value$783.5K (-$42.6K)
Filed 2026-11-06
Franklin Street Advisors Inc
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$948.8K (+$47.8K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares1,547 from 1,445
Change+102 (+7%)
Value$946.4K (+$107.0K)
Filed 2026-10-16
Providence First Trust Co
NEW
Shares1,546
Change+1,546
Value$945.8K
Filed 2026-11-02
Legacy Capital Group California, Inc.
DECREASED
Shares1,545 from 1,562
Change-17 (-1%)
Value$945.2K (+$37.8K)
Filed 2026-11-09
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$944.6K (+$47.6K)
Filed 2026-10-30
CenterBook Partners LP
DECREASED
Shares1,540 from 36,321
Change-34,781 (-96%)
Value$942.1K (-$20.2M)
Filed 2026-11-02
Walker Asset Management, LLC
INCREASED
Shares1,540 from 1,340
Change+200 (+15%)
Value$942.1K (+$163.7K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares1,540 from 1,520
Change+20 (+1%)
Value$942.1K (+$59.1K)
Filed 2026-10-20
Sacks & Associates, LLC
DECREASED
Shares1,532 from 1,908
Change-376 (-20%)
Value$937.2K (+$28.7K)
Filed 2026-10-09
Axxion S.A.
DECREASED
Shares1,526 from 4,426
Change-2,900 (-66%)
Value$933.5K (-$1.6M)
Filed 2026-10-22
Oakmont Investment Advisors, Inc.
INCREASED
Shares1,522 from 512
Change+1,010 (+197%)
Value$931.3K (+$633.7K)
Filed 2026-10-21
Mayfair Advisory Group, LLC
INCREASED
Shares1,520 from 1,510
Change+10 (+1%)
Value$929.9K (+$141.7K)
Filed 2026-10-20
Nixon Peabody Trust Co
INCREASED
Shares1,508 from 501
Change+1,007 (+201%)
Value$922.5K (+$631.5K)
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares1,507 from 1,501
Change+6 (+0%)
Value$921.8K (+$50.0K)
Filed 2026-10-19
August Group Capital Ltd
INCREASED
Shares1,506 from 1,432
Change+74 (+5%)
Value$921.3K (+$89.5K)
Filed 2026-10-14
Decision Investments, Inc
DECREASED
Shares1,504 from 1,704
Change-200 (-12%)
Value$920.1K (-$69.8K)
Filed 2026-10-07
Redwood Financial Network Corp
DECREASED
Shares1,500 from 1,791
Change-291 (-16%)
Value$917.6K (-$122.8K)
Filed 2026-11-03
Altus Wealth Group LLC
DECREASED
Shares1,500 from 1,756
Change-256 (-15%)
Value$917.6K (-$102.4K)
Filed 2026-10-20
Roth Financial Partners LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$917.6K (+$46.3K)
Filed 2026-10-06
Orin Green Financial, LLC
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$915.2K (+$46.2K)
Filed 2026-10-19
Eagle Bay Advisors LLC
INCREASED
Shares1,494 from 1,356
Change+138 (+10%)
Value$914.2K (+$126.3K)
Filed 2026-10-16
Unify Financial Advisors
DECREASED
Shares1,490 from 1,510
Change-20 (-1%)
Value$911.5K (+$34.3K)
Filed 2026-11-03
Rational Advisors, Inc.
DECREASED
Shares1,489 from 2,024
Change-535 (-26%)
Value$910.9K (-$264.9K)
Filed 2026-11-02
Legacy Wealth Management, LLC / MS
DECREASED
Shares1,488 from 1,490
Change-2 (0%)
Value$910.3K (+$44.7K)
Filed 2026-10-30
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares1,483 from 748
Change+735 (+98%)
Value$958.1K (+$523.6K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares1,479 from 1,233
Change+246 (+20%)
Value$904.5K (+$188.2K)
Filed 2026-10-13
ProCore Advisors, LLC
DECREASED
Shares1,478 from 1,677
Change-199 (-12%)
Value$903.9K (-$70.1K)
Filed 2026-10-14
McLean Asset Management Corp
DECREASED
Shares1,475 from 1,582
Change-107 (-7%)
Value$596.5K (-$156.8K)
Filed 2026-11-06
RMG Wealth Management LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$751.8K (+$39.5K)
Filed 2026-10-26
DT Investment Partners, LLC
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$901.7K (+$45.5K)
Filed 2026-10-27
Vanguard Capital Wealth Advisors
DECREASED
Shares1,472 from 1,520
Change-48 (-3%)
Value$900.5K (+$17.5K)
Filed 2026-10-16
Rainier Family Wealth Inc
INCREASED
Shares1,472 from 1,463
Change+9 (+1%)
Value$900.5K (+$50.6K)
Filed 2026-11-02
Axim Planning & Wealth
DECREASED
Shares1,469 from 1,888
Change-419 (-22%)
Value$898.7K (-$198.1K)
Filed 2026-10-28
Blue Capital, Inc.
NEW
Shares1,468
Change+1,468
Value$898.1K
Filed 2026-10-13
Advisory Resource Group
INCREASED
Shares1,468 from 1,303
Change+165 (+13%)
Value$898.0K (+$141.0K)
Filed 2026-10-26
Toth Financial Advisory Corp
INCREASED
Shares1,462 from 1,410
Change+52 (+4%)
Value$894.4K (+$75.3K)
Filed 2026-10-08
Strengthening Families & Communities, LLC
DECREASED
Shares1,461 from 1,679
Change-218 (-13%)
Value$893.8K (-$81.6K)
Filed 2026-10-21
Aurora Private Wealth, Inc.
DECREASED
Shares1,461 from 1,595
Change-134 (-8%)
Value$894.0K (-$33.0K)
Filed 2026-10-20
Austin Asset Management Co Inc
DECREASED
Shares1,459 from 1,462
Change-3 (0%)
Value$892.4K (+$43.1K)
Filed 2026-10-29
Heartwood Wealth Advisors LLC
INCREASED
Shares1,456 from 1,450
Change+6 (+0%)
Value$890.7K (+$48.4K)
Filed 2026-10-05
GK Wealth Management LLC
DECREASED
Shares1,453 from 2,447
Change-994 (-41%)
Value$889.0K (-$532.5K)
Filed 2026-10-09
City Center Advisors, LLC
DECREASED
Shares1,451 from 1,646
Change-195 (-12%)
Value$887.7K (-$68.5K)
Filed 2026-10-08
CKW Financial Group
INCREASED
Shares1,450 from 1,432
Change+18 (+1%)
Value$893.0K (+$892.2K)
Filed 2026-10-29
Peak Financial Management, Inc.
INCREASED
Shares1,449 from 1,348
Change+101 (+7%)
Value$886.9K (+$103.4K)
Filed 2026-10-16
Flavin Financial Services, Inc.
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$884.9K (+$44.6K)
Filed 2026-10-21
Detalus Advisors, LLC
INCREASED
Shares1,444 from 1,439
Change+5 (+0%)
Value$883.4K (+$47.5K)
Filed 2026-10-15
Allied Investment Advisors, LLC
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$882.8K (+$44.5K)
Filed 2026-10-13
MN Wealth Advisors, LLC
DECREASED
Shares1,441 from 1,447
Change-6 (0%)
Value$881.5K (+$41.0K)
Filed 2026-10-23
TBH Global Asset Management, LLC
INCREASED
Shares1,441 from 1,435
Change+6 (+0%)
Value$881.7K (+$48.2K)
Filed 2026-11-03
denkapparat Operations GmbH
INCREASED
Shares1,440 from 672
Change+768 (+114%)
Value$880.9K (+$490.6K)
Filed 2026-11-09
NBZ Investment Advisors LLC
DECREASED
Shares1,439 from 1,470
Change-31 (-2%)
Value$880.3K (+$26.4K)
Filed 2026-10-30
Cherrydale Wealth Management, LLC
INCREASED
Shares1,433 from 1,422
Change+11 (+1%)
Value$876.7K (+$50.6K)
Filed 2026-10-20
Royal Fund Management, LLC
DECREASED
Shares1,432 from 1,641
Change-209 (-13%)
Value$876.0K (-$77.2K)
Filed 2026-10-22
B.A. Schrock Wealth Management, Inc.
NEW
Shares1,430
Change+1,430
Value$880.5K
Filed 2026-10-15
IMZ Advisory Inc
DECREASED
Shares1,427 from 1,549
Change-122 (-8%)
Value$873.0K (-$26.8K)
Filed 2026-11-03
N.E.W. Advisory Services LLC
DECREASED
Shares1,423 from 1,444
Change-21 (-1%)
Value$870.5K (+$31.7K)
Filed 2026-11-09
Seven Hills Financial, LLC
NEW
Shares1,419
Change+1,419
Value$868.1K
Filed 2026-10-13
Wealth Intelligence, LLC
DECREASED
Shares1,414 from 2,801
Change-1,387 (-50%)
Value$865.0K (-$762.1K)
Filed 2026-10-16
ASL Financial, LLC
UNCHANGED
Shares1,411 from 1,411
Change0 (0%)
Value$863.2K (+$43.5K)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
INCREASED
Shares1,409 from 1,153
Change+256 (+22%)
Value$862.2K (+$192.4K)
Filed 2026-10-19
Bingham Private Wealth, LLC
INCREASED
Shares1,409 from 1,377
Change+32 (+2%)
Value$862.0K (+$62.1K)
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares1,406 from 1,398
Change+8 (+1%)
Value$860.1K (+$48.0K)
Filed 2026-10-21
Cordoba Advisory Partners LLC
DECREASED
Shares1,405 from 1,437
Change-32 (-2%)
Value$859.5K (+$24.8K)
Filed 2026-10-19
Values First Advisors, Inc.
DECREASED
Shares1,405 from 1,432
Change-27 (-2%)
Value$859.6K (+$27.8K)
Filed 2026-10-23
Miller Financial Services LLC
DECREASED
Shares1,403 from 1,483
Change-80 (-5%)
Value$858.3K (-$3.2K)
Filed 2026-10-20
Activest Wealth Management
INCREASED
Shares1,403 from 1,335
Change+68 (+5%)
Value$858.3K (+$82.8K)
Filed 2026-10-15
Athena Wealth Management, LLC
NEW
Shares1,402
Change+1,402
Value$857.7K
Filed 2026-10-09
First Growth Capital LLC
INCREASED
Shares1,402 from 391
Change+1,011 (+259%)
Value$857.7K (+$630.6K)
Filed 2026-10-15
Advocate Investing Services LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$856.5K (+$43.2K)
Filed 2026-10-26
Saxony Capital Management, LLC
DECREASED
Shares1,398 from 1,698
Change-300 (-18%)
Value$855.2K (-$131.1K)
Filed 2026-10-15
Brown Wealth Management, LLC
INCREASED
Shares1,396 from 1,266
Change+130 (+10%)
Value$854.0K (+$118.6K)
Filed 2026-10-20
Vista Capital Partners, Inc.
INCREASED
Shares1,393 from 852
Change+541 (+64%)
Value$852.2K (+$357.2K)
Filed 2026-11-06
Wedge Capital Management L L P
DECREASED
Shares1,389 from 1,415
Change-26 (-2%)
Value$849.7K (+$27.7K)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares1,388 from 7,834
Change-6,446 (-82%)
Value$849.0K (-$3.7M)
Filed 2026-10-30
Wespac Advisors SoCal, LLC
INCREASED
Shares1,379 from 1,349
Change+30 (+2%)
Value$843.6K (+$60.0K)
Filed 2026-10-13
Financial Consulate, Inc
DECREASED
Shares1,377 from 1,679
Change-302 (-18%)
Value$842.4K (-$133.0K)
Filed 2026-10-23
IFS Advisors, LLC
INCREASED
Shares1,375 from 180
Change+1,195 (+664%)
Value$841.2K (+$736.6K)
Filed 2026-10-14
Cardinal Strategic Wealth Guidance
DECREASED
Shares1,373 from 2,023
Change-650 (-32%)
Value$839.9K (-$335.2K)
Filed 2026-11-02
Triton Wealth Management, Pllc
INCREASED
Shares1,371 from 1,319
Change+52 (+4%)
Value$671.2K (-$11.2K)
Filed 2026-11-04
McHugh Group, LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$837.8K (+$42.3K)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
INCREASED
Shares1,365 from 288
Change+1,077 (+374%)
Value$835.1K (+$667.8K)
Filed 2026-11-05
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares1,365 from 1,624
Change-259 (-16%)
Value$835.1K (-$108.3K)
Filed 2026-10-22
West Paces Advisors Inc.
UNCHANGED
Shares1,364 from 1,364
Change0 (0%)
Value$834.4K (+$42.1K)
Filed 2026-10-13
TrueWealth Advisors, LLC
INCREASED
Shares1,359 from 1,198
Change+161 (+13%)
Value$831.4K (+$135.5K)
Filed 2026-10-09
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,354 from 1,048
Change+306 (+29%)
Value$828.3K (+$219.5K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
INCREASED
Shares1,348 from 1,323
Change+25 (+2%)
Value$824.7K (+$56.1K)
Filed 2026-10-22
Harbor Group, Inc.
DECREASED
Shares1,340 from 1,369
Change-29 (-2%)
Value$819.8K (+$24.5K)
Filed 2026-10-14
4J Wealth Management LLC
INCREASED
Shares1,340 from 1,331
Change+9 (+1%)
Value$819.8K (+$46.6K)
Filed 2026-11-02
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares1,336 from 1,429
Change-93 (-7%)
Value$817.3K (-$12.8K)
Filed 2026-11-06
Appalachian Capital Management Ltd
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$816.7K (+$41.2K)
Filed 2026-10-14
ROI Financial Advisors, LLC
INCREASED
Shares1,331 from 1,163
Change+168 (+14%)
Value$814.0K (+$138.4K)
Filed 2026-10-19
Norris Perne & French LLP
DECREASED
Shares1,327 from 1,336
Change-9 (-1%)
Value$811.8K (+$35.7K)
Filed 2026-10-23
LongView Wealth Management
INCREASED
Shares1,326 from 996
Change+330 (+33%)
Value$811.2K (+$232.6K)
Filed 2026-10-19
Zega Investments, LLC
DECREASED
Shares1,324 from 4,680
Change-3,356 (-72%)
Value$810.0K (-$1.9M)
Filed 2026-11-04
Rhodes Investment Advisors Inc
DECREASED
Shares1,322 from 1,362
Change-40 (-3%)
Value$808.7K (+$17.5K)
Filed 2026-10-07
Heritage Wealth Management, Inc.
INCREASED
Shares1,313 from 1,241
Change+72 (+6%)
Value$803.2K (+$82.3K)
Filed 2026-10-27
Hengehold Capital Management LLC
INCREASED
Shares1,311 from 1,108
Change+203 (+18%)
Value$802.0K (+$158.4K)
Filed 2026-10-16
Arch Global Advisors, LLC
INCREASED
Shares1,308 from 1,292
Change+16 (+1%)
Value$800.2K (+$49.6K)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
DECREASED
Shares1,307 from 1,308
Change-1 (0%)
Value$799.6K (+$39.7K)
Filed 2026-10-22
Keenan, LLC
DECREASED
Shares1,306 from 1,353
Change-47 (-3%)
Value$799.0K (+$13.0K)
Filed 2026-10-23
TSA Wealth Managment LLC
INCREASED
Shares1,306 from 1,281
Change+25 (+2%)
Value$799.0K (+$54.8K)
Filed 2026-10-22
Cottage Street Advisors LLC
DECREASED
Shares1,305 from 1,333
Change-28 (-2%)
Value$798.3K (+$24.0K)
Filed 2026-10-19
Accredited Investors Inc.
INCREASED
Shares1,302 from 1,213
Change+89 (+7%)
Value$796.6K (+$91.9K)
Filed 2026-11-03
Chaney Capital Management, Inc.
DECREASED
Shares1,302 from 1,355
Change-53 (-4%)
Value$796.5K (+$9.4K)
Filed 2026-11-09
Ariston Services Group
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$792.2K (+$40.0K)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
DECREASED
Shares1,289 from 1,315
Change-26 (-2%)
Value$788.5K (+$24.6K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
DECREASED
Shares1,289 from 1,295
Change-6 (0%)
Value$788.6K (+$36.3K)
Filed 2026-10-14
Myriad Asset Management US LP
NEW
Shares1,287
Change+1,287
Value$787.0K
Filed 2026-11-03
WPG Advisers, LLC
INCREASED
Shares1,287 from 1,092
Change+195 (+18%)
Value$787.3K (+$153.0K)
Filed 2026-10-27
GSG Advisors LLC
INCREASED
Shares1,286 from 1,161
Change+125 (+11%)
Value$786.7K (+$112.3K)
Filed 2026-11-03
Tamar Securities, LLC
DECREASED
Shares1,279 from 2,790
Change-1,511 (-54%)
Value$782.2K (-$838.3K)
Filed 2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,272 from 1,222
Change+50 (+4%)
Value$777.9K (+$68.2K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares1,271
Change+1,271
Value$777.5K
Filed 2026-10-19
Johnson Financial Group, LLC
DECREASED
Shares1,268 from 3,421
Change-2,153 (-63%)
Value$775.7K (-$1.2M)
Filed 2026-11-03
Core Wealth Partners LLC
INCREASED
Shares1,267 from 899
Change+368 (+41%)
Value$775.1K (+$252.9K)
Filed 2026-11-02
Kraft, Davis & Associates, LLC
INCREASED
Shares1,264 from 1,209
Change+55 (+5%)
Value$684.8K (+$66.6K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares1,256 from 1,280
Change-24 (-2%)
Value$768.4K (+$24.8K)
Filed 2026-10-14
Kanawha Capital Management LLC
DECREASED
Shares1,254 from 1,877
Change-623 (-33%)
Value$767.1K (-$323.2K)
Filed 2026-10-19
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares1,250 from 1,000
Change+250 (+25%)
Value$764.7K (+$183.8K)
Filed 2026-10-15
Altura Wealth Advisors Inc.
INCREASED
Shares1,250 from 1,242
Change+8 (+1%)
Value$764.8K (+$43.2K)
Filed 2026-10-22
Sovereign Investment Advisors, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$764.7K (+$38.6K)
Filed 2026-11-09
Corps Capital Advisors, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$764.7K (+$38.6K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
DECREASED
Shares1,249 from 2,964
Change-1,715 (-58%)
Value$764.1K (-$957.7K)
Filed 2026-10-20
Iams Wealth Management, LLC
DECREASED
Shares1,248 from 2,601
Change-1,353 (-52%)
Value$763.5K (-$747.5K)
Filed 2026-10-15
RHS Financial, LLC
INCREASED
Shares1,243 from 1,223
Change+20 (+2%)
Value$760.4K (+$50.0K)
Filed 2026-10-13
Proathlete Wealth Management LLC
INCREASED
Shares1,242 from 819
Change+423 (+52%)
Value$759.8K (+$284.0K)
Filed 2026-10-15
Arlington Trust Co LLC
INCREASED
Shares1,241 from 915
Change+326 (+36%)
Value$759.2K (+$227.7K)
Filed 2026-10-20
Absolute Capital Management, LLC
DECREASED
Shares1,240 from 2,787
Change-1,547 (-56%)
Value$758.6K (-$860.4K)
Filed 2026-10-16
Centerpoint Advisory Group
DECREASED
Shares1,240 from 1,440
Change-200 (-14%)
Value$758.6K (-$77.9K)
Filed 2026-10-23
GoalVest Advisory LLC
DECREASED
Shares1,238 from 1,274
Change-36 (-3%)
Value$757.4K (+$17.3K)
Filed 2026-10-02
Spectrum Financial Alliance Ltd LLC
NEW
Shares1,235
Change+1,235
Value$755.5K
Filed 2026-10-29
Pinkerton Wealth, LLC
NEW
Shares1,234
Change+1,234
Value$754.9K
Filed 2026-10-29
Miramontes Capital, LLC
DECREASED
Shares1,233 from 1,307
Change-74 (-6%)
Value$754.0K (-$5.3K)
Filed 2026-10-19
SFG Wealth Management, Llc.
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$753.7K (+$38.0K)
Filed 2026-10-23
Cynosure Group, LLC
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$750.6K (+$37.9K)
Filed 2026-11-03
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$749.4K (+$37.8K)
Filed 2026-10-23
Market Street Wealth Management Advisors LLC
INCREASED
Shares1,223 from 1,011
Change+212 (+21%)
Value$748.2K (+$160.9K)
Filed 2026-10-09
Benin Management Corp
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$748.2K (+$37.7K)
Filed 2026-10-22
Parkway Wealth Management Group, LLC
DECREASED
Shares1,222 from 1,280
Change-58 (-5%)
Value$747.6K (+$4.0K)
Filed 2026-10-20
Brooklyn FI, LLC
NEW
Shares1,219
Change+1,219
Value$595.8K
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
DECREASED
Shares1,219 from 1,241
Change-22 (-2%)
Value$745.7K (+$24.8K)
Filed 2026-10-13
MBA Advisors LLC
INCREASED
Shares1,219 from 1,215
Change+4 (+0%)
Value$745.7K (+$39.9K)
Filed 2026-10-29
Paragon Advisors, LLC
DECREASED
Shares1,217 from 1,646
Change-429 (-26%)
Value$744.5K (-$211.7K)
Filed 2026-11-03
Baxter Bros Inc
INCREASED
Shares1,217 from 1,172
Change+45 (+4%)
Value$744.5K (+$63.7K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares1,214 from 887
Change+327 (+37%)
Value$742.9K (+$227.6K)
Filed 2026-10-28
Silver Lake Advisory, LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$742.1K (+$37.4K)
Filed 2026-10-22
Yoder Wealth Management, Inc.
INCREASED
Shares1,211 from 1,176
Change+35 (+3%)
Value$740.8K (+$57.7K)
Filed 2026-10-13
Archvest Wealth Advisors, Inc.
INCREASED
Shares1,210 from 1,095
Change+115 (+11%)
Value$740.2K (+$104.1K)
Filed 2026-10-29
Embree Financial Group
DECREASED
Shares1,209 from 1,219
Change-10 (-1%)
Value$739.6K (+$31.5K)
Filed 2026-10-22
Sage Private Wealth Group, LLC
DECREASED
Shares1,206 from 1,972
Change-766 (-39%)
Value$737.8K (-$407.8K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED
Shares1,206 from 1,227
Change-21 (-2%)
Value$737.8K (+$25.0K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares1,201 from 1,190
Change+11 (+1%)
Value$734.7K (+$43.4K)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares1,199 from 1,009
Change+190 (+19%)
Value$733.5K (+$147.4K)
Filed 2026-10-29
Gilpin Wealth Management, LLC
INCREASED
Shares1,199 from 1,131
Change+68 (+6%)
Value$733.5K (+$76.5K)
Filed 2026-10-09
StoneCrest Wealth Management, Inc.
INCREASED
Shares1,197 from 1,141
Change+56 (+5%)
Value$732.3K (+$69.5K)
Filed 2026-11-03
BetterWealth, LLC
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$731.1K (+$36.9K)
Filed 2026-10-15
Lord & Richards Wealth Management, LLC
DECREASED
Shares1,192 from 2,083
Change-891 (-43%)
Value$729.2K (-$480.8K)
Filed 2026-10-14
Oarsman Capital, Inc.
INCREASED
Shares1,189 from 964
Change+225 (+23%)
Value$727.4K (+$167.4K)
Filed 2026-11-05
Rise Advisors, LLC
INCREASED
Shares1,188 from 1,109
Change+79 (+7%)
Value$726.8K (+$82.5K)
Filed 2026-10-16
Cpwa, LLC
DECREASED
Shares1,187 from 1,224
Change-37 (-3%)
Value$705.5K (-$5.7K)
Filed 2026-11-04
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$726.2K (+$36.6K)
Filed 2026-11-05
Tranquility Partners, LLC
DECREASED
Shares1,181 from 1,331
Change-150 (-11%)
Value$722.5K (-$50.7K)
Filed 2026-10-20
Berbice Capital Management LLC
DECREASED
Shares1,178 from 1,226
Change-48 (-4%)
Value$720.7K (+$8.5K)
Filed 2026-10-13
Private Wealth Management Group, LLC
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$719.4K (+$36.3K)
Filed 2026-10-19
Barings LLC
INCREASED
Shares1,174 from 1,119
Change+55 (+5%)
Value$718.2K (+$68.2K)
Filed 2026-10-22
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares1,174 from 1,157
Change+17 (+1%)
Value$718.2K (+$46.1K)
Filed 2026-10-14
Peddock Capital Advisors, LLC
INCREASED
Shares1,170 from 1,129
Change+41 (+4%)
Value$715.8K (+$59.9K)
Filed 2026-10-16
Harrell Investment Partners, LLC
INCREASED
Shares1,166 from 1,158
Change+8 (+1%)
Value$713.3K (+$40.6K)
Filed 2026-10-15
Hunter Associates Investment Management LLC
DECREASED
Shares1,163 from 1,192
Change-29 (-2%)
Value$713.0K (+$21.0K)
Filed 2026-10-26
Meyer Handelman Co
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$710.9K (+$35.8K)
Filed 2026-10-28
Lantz Financial LLC
INCREASED
Shares1,160 from 1,049
Change+111 (+11%)
Value$709.6K (+$100.3K)
Filed 2026-10-15
Aegis Wealth Management, Inc.
INCREASED
Shares1,153 from 815
Change+338 (+41%)
Value$705.4K (+$231.9K)
Filed 2026-10-26
Ifrah Financial Services, Inc.
DECREASED
Shares1,150 from 1,166
Change-16 (-1%)
Value$703.7K (+$26.1K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares1,148 from 1,248
Change-100 (-8%)
Value$702.3K (-$22.7K)
Filed 2026-10-06
Teza Capital Management LLC
INCREASED
Shares1,148 from 1,104
Change+44 (+4%)
Value$702.3K (+$61.0K)
Filed 2026-10-23
Garde Capital, Inc.
INCREASED
Shares1,148 from 1,125
Change+23 (+2%)
Value$702.3K (+$48.8K)
Filed 2026-10-29
Share Andrew L.
NEW
Shares1,144
Change+1,144
Value$699.9K
Filed 2026-11-06
Pathway Financial Advisers, LLC
DECREASED
Shares1,142 from 1,251
Change-109 (-9%)
Value$698.5K (-$28.1K)
Filed 2026-10-27
Parkshore Wealth Management, Inc.
INCREASED
Shares1,139 from 1,039
Change+100 (+10%)
Value$696.8K (+$93.2K)
Filed 2026-10-13
DecisionMap Wealth Management, LLC
INCREASED
Shares1,137 from 1,005
Change+132 (+13%)
Value$695.6K (+$111.8K)
Filed 2026-10-29
Foundation Wealth Management, LLC
INCREASED
Shares1,136 from 707
Change+429 (+61%)
Value$695.0K (+$284.3K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED
Shares1,132 from 614
Change+518 (+84%)
Value$692.5K (+$335.8K)
Filed 2026-10-13
Birch Hill Investment Advisors LLC
DECREASED
Shares1,132 from 1,152
Change-20 (-2%)
Value$692.5K (+$23.3K)
Filed 2026-10-16
Meadow Creek Wealth Advisors LLC
INCREASED
Shares1,131 from 1,006
Change+125 (+12%)
Value$691.9K (+$107.5K)
Filed 2026-11-02
Family Investment Center, Inc.
DECREASED
Shares1,127 from 2,281
Change-1,154 (-51%)
Value$689.5K (-$635.6K)
Filed 2026-10-19
Hutchinson Capital Management
INCREASED
Shares1,125 from 746
Change+379 (+51%)
Value$688.2K (+$254.9K)
Filed 2026-11-09
Virtue Asset Management LLC
INCREASED
Shares1,124 from 1,050
Change+74 (+7%)
Value$687.9K (+$77.7K)
Filed 2026-10-21
Clearwater Capital Advisors, LLC
DECREASED
Shares1,121 from 1,122
Change-1 (0%)
Value$685.8K (+$34.0K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$685.2K (+$34.6K)
Filed 2026-10-27
Global Wealth Strategies & Associates
INCREASED
Shares1,118 from 572
Change+546 (+95%)
Value$683.9K (+$351.7K)
Filed 2026-10-02
Godsey & Gibb, Inc
INCREASED
Shares1,118 from 1,110
Change+8 (+1%)
Value$683.9K (+$39.1K)
Filed 2026-10-14
626 Financial, LLC
INCREASED
Shares1,114 from 1,076
Change+38 (+4%)
Value$681.5K (+$56.4K)
Filed 2026-11-04
Olio Financial Planning
DECREASED
Shares1,113 from 1,118
Change-5 (0%)
Value$680.9K (+$31.4K)
Filed 2026-10-22
Monument Capital Management
INCREASED
Shares1,110 from 882
Change+228 (+26%)
Value$679.1K (+$166.7K)
Filed 2026-10-09
FMA Wealth Management, LLC
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$274.5K (+$6.4K)
Filed 2026-10-21
Optivise Advisory Services LLC
INCREASED
Shares1,105 from 903
Change+202 (+22%)
Value$675.8K (+$151.2K)
Filed 2026-10-19
Millennium Capital Advisors, LLC
DECREASED
Shares1,103 from 1,116
Change-13 (-1%)
Value$674.8K (+$26.5K)
Filed 2026-10-16
TFO Wealth Partners, LLC
NEW
Shares1,102
Change+1,102
Value$674.2K
Filed 2026-11-09
KWB Wealth
DECREASED
Shares1,101 from 1,123
Change-22 (-2%)
Value$673.5K (+$21.2K)
Filed 2026-10-16
WT Wealth Management
INCREASED
Shares1,100 from 734
Change+366 (+50%)
Value$673.0K (+$246.6K)
Filed 2026-10-13
Ballast Rock Private Wealth LLC
INCREASED
Shares1,094 from 1,089
Change+5 (+0%)
Value$669.3K (+$36.7K)
Filed 2026-10-26
Camden National Bank
INCREASED
Shares1,093 from 1,091
Change+2 (+0%)
Value$668.7K (+$34.9K)
Filed 2026-11-02
Weatherly Asset Management L. P.
DECREASED
Shares1,089 from 1,224
Change-135 (-11%)
Value$666.3K (-$44.8K)
Filed 2026-10-20
Hurlow Wealth Management Group, Inc.
DECREASED
Shares1,087 from 1,107
Change-20 (-2%)
Value$665.0K (+$21.9K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
INCREASED
Shares1,086 from 637
Change+449 (+70%)
Value$664.5K (+$294.4K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
INCREASED
Shares1,086 from 829
Change+257 (+31%)
Value$664.4K (+$182.8K)
Filed 2026-10-21
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares1,086 from 850
Change+236 (+28%)
Value$664.1K (+$170.3K)
Filed 2026-10-15
Milestone Asset Management Group, LLC
INCREASED
Shares1,084 from 1,034
Change+50 (+5%)
Value$663.0K (+$62.5K)
Filed 2026-10-20
Semus Wealth Partners LLC
INCREASED
Shares1,083 from 1,041
Change+42 (+4%)
Value$662.5K (+$57.8K)
Filed 2026-10-22
BNB Wealth Management, LLC
DECREASED
Shares1,080 from 1,230
Change-150 (-12%)
Value$660.7K (-$53.8K)
Filed 2026-10-28
Private Client Services, LLC
INCREASED
Shares1,079 from 1,061
Change+18 (+2%)
Value$660.1K (+$43.7K)
Filed 2026-10-02
Barnes Wealth Management Group, Inc
INCREASED
Shares1,077 from 1,076
Change+1 (+0%)
Value$658.9K (+$33.8K)
Filed 2026-11-09
Investment Management Trust, LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$657.6K (+$33.2K)
Filed 2026-11-05
Sunbeam Capital Management, LLC
DECREASED
Shares1,074 from 1,477
Change-403 (-27%)
Value$657.3K (-$200.5K)
Filed 2026-11-05
Tidemark, LLC
INCREASED
Shares1,073 from 1,021
Change+52 (+5%)
Value$656.4K (+$63.3K)
Filed 2026-11-09
Guidance Capital, Inc
INCREASED
Shares1,068 from 969
Change+99 (+10%)
Value$498.4K (+$13.2K)
Filed 2026-11-03
Opulen Financial Group LLC
DECREASED
Shares1,065 from 1,209
Change-144 (-12%)
Value$651.5K (-$50.8K)
Filed 2026-10-22
CLG LLC
INCREASED
Shares1,064 from 1,008
Change+56 (+6%)
Value$651.2K (+$65.4K)
Filed 2026-10-13
Cranbrook Wealth Management, LLC
INCREASED
Shares1,055 from 1,025
Change+30 (+3%)
Value$645.4K (+$50.0K)
Filed 2026-10-28
Lauer Wealth, LLC
DECREASED
Shares1,054 from 1,154
Change-100 (-9%)
Value$654.2K (+$21.7K)
Filed 2026-10-13
BCV Asset Management Inc.
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$646.8K (+$77.6K)
Filed 2026-11-06
Investmark Advisory Group LLC
INCREASED
Shares1,052 from 1,021
Change+31 (+3%)
Value$643.6K (+$50.5K)
Filed 2026-10-27
Marathon Mission, Inc.
INCREASED
Shares1,051 from 1,049
Change+2 (+0%)
Value$643.0K (+$33.6K)
Filed 2026-10-01
Thompson Davis & Co., Inc.
DECREASED
Shares1,050 from 1,130
Change-80 (-7%)
Value$642.3K (-$14.1K)
Filed 2026-11-05
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$642.3K (+$32.4K)
Filed 2026-10-14
Redmond Asset Management, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$642.3K (+$32.4K)
Filed 2026-10-27
Chemistry Wealth Management LLC
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$639.9K (+$32.3K)
Filed 2026-10-16
Allegheny Financial Group
DECREASED
Shares1,044 from 1,055
Change-11 (-1%)
Value$638.7K (+$25.8K)
Filed 2026-11-05
David J Yvars Group
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$638.7K (+$32.2K)
Filed 2026-10-09
Staley Capital Advisers Inc
DECREASED
Shares1,041 from 1,241
Change-200 (-16%)
Value$636.8K (-$84.1K)
Filed 2026-11-06
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,040 from 1,085
Change-45 (-4%)
Value$636.2K (+$5.9K)
Filed 2026-10-26
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares1,037 from 1,035
Change+2 (+0%)
Value$634.4K (+$33.2K)
Filed 2026-10-28
Dagco, Inc.
DECREASED
Shares1,036 from 1,042
Change-6 (-1%)
Value$634.0K (+$28.5K)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
DECREASED
Shares1,035 from 1,072
Change-37 (-3%)
Value$633.2K (+$10.4K)
Filed 2026-10-13
Pennsylvania Capital Management Inc
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$633.2K (+$31.9K)
Filed 2026-11-05
WBI Investments, LLC
DECREASED
Shares1,034 from 2,186
Change-1,152 (-53%)
Value$632.4K (-$637.4K)
Filed 2026-11-05
Riverbridge Partners LLC
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$632.6K (+$31.9K)
Filed 2026-11-05
AdviceOne Advisory Services, LLC
INCREASED
Shares1,033 from 1,021
Change+12 (+1%)
Value$631.9K (+$38.8K)
Filed 2026-10-19
Lebenthal Global Advisors, LLC
DECREASED
Shares1,031 from 1,076
Change-45 (-4%)
Value$630.9K (+$6.0K)
Filed 2026-10-28
Vilga Financial Planning LLC
INCREASED
Shares1,030 from 976
Change+54 (+6%)
Value$630.1K (+$63.1K)
Filed 2026-10-09
Burton Enright Welch
INCREASED
Shares1,030 from 986
Change+44 (+4%)
Value$630.1K (+$57.3K)
Filed 2026-11-04
Jeter Robert S II
INCREASED
Shares1,023 from 837
Change+186 (+22%)
Value$619.5K (+$152.5K)
Filed 2026-10-16
Reap Financial Group, LLC
DECREASED
Shares1,016 from 1,519
Change-503 (-33%)
Value$621.3K (-$260.9K)
Filed 2026-11-02
Sigma Investment Counselors Inc
INCREASED
Shares1,016 from 1,008
Change+8 (+1%)
Value$621.4K (+$36.0K)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,015 from 935
Change+80 (+9%)
Value$620.8K (+$77.8K)
Filed 2026-11-02
Global Wealth Management, LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$620.9K (+$31.3K)
Filed 2026-10-15
Weaver Consulting Group
DECREASED
Shares1,014 from 1,019
Change-5 (0%)
Value$620.3K (+$28.4K)
Filed 2026-10-07
Cardinal Point Capital Management ULC
INCREASED
Shares1,011 from 954
Change+57 (+6%)
Value$618.4K (+$64.2K)
Filed 2026-10-21
First Horizon Corp
INCREASED
Shares1,010 from 943
Change+67 (+7%)
Value$617.9K (+$70.1K)
Filed 2026-10-26
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares1,009 from 1,116
Change-107 (-10%)
Value$617.3K (-$31.0K)
Filed 2026-11-03
Able Wealth Management LLC
DECREASED
Shares1,008 from 1,140
Change-132 (-12%)
Value$636.8K (-$25.4K)
Filed 2026-10-13
Lifestyle Asset Management, Inc.
NEW
Shares1,007
Change+1,007
Value$616.2K
Filed 2026-10-20
Novem Group
INCREASED
Shares1,006 from 970
Change+36 (+4%)
Value$615.4K (+$51.9K)
Filed 2026-10-19
T3 Companies, LLC
INCREASED
Shares1,004 from 784
Change+220 (+28%)
Value$614.2K (+$158.8K)
Filed 2026-10-22
PlanVest Financial, Inc
INCREASED
Shares1,004 from 953
Change+51 (+5%)
Value$614.0K (+$60.4K)
Filed 2026-11-09
Kelman-Lazarov, Inc.
INCREASED
Shares1,002 from 943
Change+59 (+6%)
Value$613.0K (+$65.2K)
Filed 2026-11-09
Board of the Pension Protection Fund
NEW
Shares1,000
Change+1,000
Value$611.8K
Filed 2026-11-09
Deltec Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$611.8K (+$30.9K)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$611.8K (+$30.9K)
Filed 2026-10-29
Hardy Reed LLC
INCREASED
Shares998 from 866
Change+132 (+15%)
Value$610.5K (+$107.5K)
Filed 2026-11-06
Peregrine Asset Advisers, Inc.
DECREASED
Shares997 from 1,072
Change-75 (-7%)
Value$609.9K (+$103.4K)
Filed 2026-11-09
Three Arch Wealth Management LLC
DECREASED
Shares997 from 1,004
Change-7 (-1%)
Value$609.9K (+$26.7K)
Filed 2026-10-20
Unique Wealth, LLC
INCREASED
Shares996 from 746
Change+250 (+34%)
Value$609.3K (+$176.0K)
Filed 2026-10-16
Ironwood Financial, llc
DECREASED
Shares996 from 1,072
Change-76 (-7%)
Value$609.3K (+$36.4K)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
DECREASED
Shares992 from 1,042
Change-50 (-5%)
Value$606.9K (+$1.6K)
Filed 2026-10-15
Elite Life Management LLC
INCREASED
Shares992 from 958
Change+34 (+4%)
Value$401.2K (-$60.6K)
Filed 2026-11-06
Peachtree Investment Partners, LLC
DECREASED
Shares991 from 1,437
Change-446 (-31%)
Value$606.2K (-$228.6K)
Filed 2026-11-05
Provident Investment Management, Inc.
INCREASED
Shares989 from 689
Change+300 (+44%)
Value$605.0K (+$204.8K)
Filed 2026-10-23
Coyle Financial Counsel LLC
DECREASED
Shares989 from 1,055
Change-66 (-6%)
Value$605.0K (-$7.8K)
Filed 2026-10-28
University of Texas S AM Investment Management Co
DECREASED
Shares987 from 2,369
Change-1,382 (-58%)
Value$603.8K (-$772.4K)
Filed 2026-11-03
American Institute for Advanced Investment Management, LLP
DECREASED
Shares985 from 1,180
Change-195 (-17%)
Value$602.6K (-$82.9K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares985 from 958
Change+27 (+3%)
Value$602.4K (+$46.1K)
Filed 2026-11-02
Wealthgarden F.S. LLC
NEW
Shares983
Change+983
Value$601.4K
Filed 2026-11-09
Financial Planning Navigators Corp
INCREASED
Shares983 from 796
Change+187 (+23%)
Value$601.4K (+$139.0K)
Filed 2026-10-14
Avantra Family Wealth, Inc.
NEW
Shares980
Change+980
Value$599.7K
Filed 2026-10-20
One Day In July LLC
DECREASED
Shares980 from 1,647
Change-667 (-40%)
Value$599.5K (-$357.2K)
Filed 2026-10-30
Morling Financial Advisors, LLC
DECREASED
Shares978 from 1,159
Change-181 (-16%)
Value$598.3K (-$75.0K)
Filed 2026-10-28
First Merchants Corp
INCREASED
Shares977 from 973
Change+4 (+0%)
Value$597.7K (+$32.5K)
Filed 2026-10-15
WJ Wealth Management, LLC
INCREASED
Shares973 from 953
Change+20 (+2%)
Value$595.2K (+$41.6K)
Filed 2026-11-03
Meadowbrook Wealth Management, LLC
NEW
Shares972
Change+972
Value$594.6K
Filed 2026-10-08
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares968 from 1,202
Change-234 (-19%)
Value$592.0K (-$106.4K)
Filed 2026-11-04
Cogent Private Wealth, Inc.
INCREASED
Shares968 from 949
Change+19 (+2%)
Value$592.2K (+$40.9K)
Filed 2026-11-06
Augustine Asset Management Inc
INCREASED
Shares967 from 620
Change+347 (+56%)
Value$591.6K (+$231.4K)
Filed 2026-10-13
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$591.6K (+$29.8K)
Filed 2026-10-09
Verum Partners LLC
INCREASED
Shares966 from 862
Change+104 (+12%)
Value$590.8K (+$90.2K)
Filed 2026-10-21
Stewardship Advisors, LLC
DECREASED
Shares965 from 1,173
Change-208 (-18%)
Value$590.3K (-$91.1K)
Filed 2026-10-20
Wiser Wealth Management, Inc
INCREASED
Shares965 from 887
Change+78 (+9%)
Value$590.3K (+$75.1K)
Filed 2026-10-14
Baron Wealth Management LLC
DECREASED
Shares965 from 1,005
Change-40 (-4%)
Value$590.3K (+$6.5K)
Filed 2026-10-27
Woodward Diversified Capital, LLC
DECREASED
Shares954 from 975
Change-21 (-2%)
Value$583.6K (+$17.2K)
Filed 2026-10-21
Focused Alpha, LLC
DECREASED
Shares953 from 2,744
Change-1,791 (-65%)
Value$582.8K (-$1.0M)
Filed 2026-10-20
Selective Wealth Management, Inc.
INCREASED
Shares953 from 514
Change+439 (+85%)
Value$535.9K (+$280.9K)
Filed 2026-10-16
Silverleafe Capital Partners, LLC
INCREASED
Shares953 from 793
Change+160 (+20%)
Value$583.0K (+$122.3K)
Filed 2026-10-02
Summit Financial Wealth Advisors, LLC
DECREASED
Shares953 from 968
Change-15 (-2%)
Value$583.0K (+$20.7K)
Filed 2026-10-15
Sonata Capital Group Inc
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$581.2K (+$29.3K)
Filed 2026-10-19
Alessandra Capital Management, LLC
INCREASED
Shares946 from 938
Change+8 (+1%)
Value$578.9K (+$33.8K)
Filed 2026-10-30
Paulson Wealth Management Inc.
INCREASED
Shares945 from 863
Change+82 (+10%)
Value$578.1K (+$76.8K)
Filed 2026-11-02
Entrewealth, LLC
INCREASED
Shares942 from 837
Change+105 (+13%)
Value$576.3K (+$166.8K)
Filed 2026-10-14
MFG Investments, LLC
NEW
Shares941
Change+941
Value$575.7K
Filed 2026-10-30
Range Financial Group LLC
INCREASED
Shares939 from 925
Change+14 (+2%)
Value$574.4K (+$37.1K)
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED
Shares937 from 854
Change+83 (+10%)
Value$573.2K (+$77.1K)
Filed 2026-10-30
Stonebridge Financial Group, LLC
INCREASED
Shares937 from 876
Change+61 (+7%)
Value$573.2K (+$64.3K)
Filed 2026-10-01
Mokosak Advisory Group, LLC
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$573.2K (+$28.9K)
Filed 2026-10-20
TruNorth Capital Management, LLC
INCREASED
Shares936 from 683
Change+253 (+37%)
Value$572.6K (+$175.8K)
Filed 2026-10-14
Leslie Global Wealth, LLC
DECREASED
Shares934 from 1,046
Change-112 (-11%)
Value$571.4K (-$36.2K)
Filed 2026-10-26
15 Wealth Advisors LLC
NEW
Shares932
Change+932
Value$570.2K
Filed 2026-10-14
Stanich Group LLC
INCREASED
Shares931 from 926
Change+5 (+1%)
Value$569.6K (+$31.7K)
Filed 2026-10-16
Hibernia Wealth Partners, LLC
INCREASED
Shares927 from 843
Change+84 (+10%)
Value$567.1K (+$77.4K)
Filed 2026-10-29
Friday Financial
INCREASED
Shares926 from 502
Change+424 (+84%)
Value$570.2K (+$311.1K)
Filed 2026-10-09
RDA Financial Network
INCREASED
Shares923 from 917
Change+6 (+1%)
Value$564.7K (+$32.0K)
Filed 2026-10-15
Arthur M. Cohen & Associates, LLC
DECREASED
Shares922 from 932
Change-10 (-1%)
Value$564.0K (+$22.6K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$563.4K (+$28.4K)
Filed 2026-10-27
Plimoth Trust Co LLC
NEW
Shares919
Change+919
Value$562.2K
Filed 2026-10-26
Bill Few Associates, Inc.
INCREASED
Shares918 from 860
Change+58 (+7%)
Value$561.6K (+$62.0K)
Filed 2026-10-09
Atlas Private Wealth Advisors
DECREASED
Shares916 from 976
Change-60 (-6%)
Value$560.4K (-$6.6K)
Filed 2026-10-23
Sepio Capital, LP
DECREASED
Shares914 from 1,732
Change-818 (-47%)
Value$559.7K (-$446.5K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
INCREASED
Shares914 from 710
Change+204 (+29%)
Value$559.1K (+$146.7K)
Filed 2026-10-19
Cahaba Wealth Management, Inc.
INCREASED
Shares911 from 656
Change+255 (+39%)
Value$557.6K (+$176.5K)
Filed 2026-10-26
Langley Wealth Management, LLC
INCREASED
Shares911 from 869
Change+42 (+5%)
Value$557.3K (+$52.5K)
Filed 2026-11-04
RBA Wealth Management, LLC
NEW
Shares910
Change+910
Value$556.7K
Filed 2026-10-28
Deseret Mutual Benefit Administrators
DECREASED
Shares907 from 1,131
Change-224 (-20%)
Value$554.9K (-$102.1K)
Filed 2026-11-04
Cooper S Advisors, LLC
INCREASED
Shares906 from 895
Change+11 (+1%)
Value$554.3K (+$34.3K)
Filed 2026-11-03
GatePass Capital, LLC
INCREASED
Shares905 from 440
Change+465 (+106%)
Value$553.6K (+$298.0K)
Filed 2026-11-09
Whitener Capital Management, Inc.
DECREASED
Shares904 from 945
Change-41 (-4%)
Value$553.0K (+$4.1K)
Filed 2026-10-15
Glass Wealth Management Co LLC
NEW
Shares903
Change+903
Value$552.6K
Filed 2026-10-28
Triangle Securities Wealth Management
DECREASED
Shares903 from 1,003
Change-100 (-10%)
Value$552.4K (-$30.2K)
Filed 2026-10-14
Potentia Wealth
DECREASED
Shares901 from 984
Change-83 (-8%)
Value$551.2K (-$20.4K)
Filed 2026-11-09
Advus Financial Partners, LLC
NEW
Shares900
Change+900
Value$550.6K
Filed 2026-10-20
Armstrong Henry H Associates Inc
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$550.6K (+$27.8K)
Filed 2026-10-07
Granite Group Advisors, LLC
DECREASED
Shares898 from 1,710
Change-812 (-47%)
Value$549.4K (-$444.0K)
Filed 2026-10-14
4Wealth Advisors, Inc.
DECREASED
Shares898 from 1,580
Change-682 (-43%)
Value$545.6K (-$306.8K)
Filed 2026-10-13
Stone Summit Wealth LLC
INCREASED
Shares897 from 849
Change+48 (+6%)
Value$548.7K (+$55.6K)
Filed 2026-10-14
Rice Partnership, LLC
INCREASED
Shares897 from 885
Change+12 (+1%)
Value$548.7K (+$34.6K)
Filed 2026-11-09
Towerpoint Wealth, LLC
DECREASED
Shares896 from 903
Change-7 (-1%)
Value$548.1K (+$23.6K)
Filed 2026-10-13
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares896 from 900
Change-4 (0%)
Value$548.1K (+$25.3K)
Filed 2026-10-16
Tortoise Investment Management, LLC
INCREASED
Shares895 from 815
Change+80 (+10%)
Value$547.5K (+$74.1K)
Filed 2026-11-06
John G Ullman & Associates Inc
DECREASED
Shares894 from 919
Change-25 (-3%)
Value$547.0K (+$13.1K)
Filed 2026-11-04
Total Wealth Planning & Management, Inc.
DECREASED
Shares886 from 1,177
Change-291 (-25%)
Value$542.0K (-$141.7K)
Filed 2026-10-23
jvl associates llc
INCREASED
Shares886 from 785
Change+101 (+13%)
Value$542.0K (+$86.0K)
Filed 2026-10-09
Mount Vernon Associates Inc
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$541.0K (+$27.0K)
Filed 2026-10-26
Richard P Slaughter Associates Inc
INCREASED
Shares882 from 371
Change+511 (+138%)
Value$539.8K (+$324.3K)
Filed 2026-10-13
Approach Retirement Advisors, LLC
DECREASED
Shares879 from 1,493
Change-614 (-41%)
Value$537.7K (-$329.6K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
INCREASED
Shares879 from 307
Change+572 (+186%)
Value$537.7K (+$359.4K)
Filed 2026-11-03
Investment Advisory Services Inc
DECREASED
Shares879 from 1,231
Change-352 (-29%)
Value$537.7K (-$177.4K)
Filed 2026-10-27
Members Wealth LLC
INCREASED
Shares878 from 818
Change+60 (+7%)
Value$567.1K (+$91.9K)
Filed 2026-10-20
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$536.8K (+$27.1K)
Filed 2026-10-29
BCS Wealth Management
DECREASED
Shares877 from 927
Change-50 (-5%)
Value$536.5K (-$2.0K)
Filed 2026-11-03
River Street Advisors LLC
DECREASED
Shares877 from 907
Change-30 (-3%)
Value$536.5K (+$9.6K)
Filed 2026-10-22
Miller Global Investments, LLC
DECREASED
Shares873 from 888
Change-15 (-2%)
Value$534.1K (+$18.2K)
Filed 2026-10-02
Cove Private Wealth, LLC
INCREASED
Shares871 from 862
Change+9 (+1%)
Value$532.8K (+$32.1K)
Filed 2026-10-28
Wealth Preservation Advisors, LLC
NEW
Shares870
Change+870
Value$532.2K
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares870 from 974
Change-104 (-11%)
Value$532.2K (-$33.6K)
Filed 2026-10-13
Rubicon Advisors, GP
INCREASED
Shares869 from 819
Change+50 (+6%)
Value$531.6K (+$55.9K)
Filed 2026-10-23
Chiron Capital Management, LLC
DECREASED
Shares867 from 965
Change-98 (-10%)
Value$530.4K (-$30.2K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares866 from 559
Change+307 (+55%)
Value$529.8K (+$205.1K)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
INCREASED
Shares865 from 665
Change+200 (+30%)
Value$529.2K (+$142.9K)
Filed 2026-10-19
Lantern Wealth Advisors, LLC
INCREASED
Shares864 from 648
Change+216 (+33%)
Value$528.6K (+$152.1K)
Filed 2026-10-22
Diversified Management Inc
INCREASED
Shares863 from 719
Change+144 (+20%)
Value$527.9K (+$110.3K)
Filed 2026-10-08
Tortuga Wealth Management, Inc
DECREASED
Shares862 from 864
Change-2 (0%)
Value$527.3K (+$25.4K)
Filed 2026-10-27
Brian LOW Financial Group, LLC
INCREASED
Shares860 from 608
Change+252 (+41%)
Value$526.1K (+$172.9K)
Filed 2026-10-28
Lynch Investment Planning, LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$524.9K (+$26.5K)
Filed 2026-10-27
Channel Wealth LLC
DECREASED
Shares857 from 917
Change-60 (-7%)
Value$524.3K (-$8.4K)
Filed 2026-11-06
Galvin, Gaustad & Stein, LLC
INCREASED
Shares852 from 756
Change+96 (+13%)
Value$521.4K (+$82.1K)
Filed 2026-10-08
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$521.2K (+$26.3K)
Filed 2026-11-06
Fourpath Capital Management, LLC
INCREASED
Shares850 from 483
Change+367 (+76%)
Value$520.0K (+$239.4K)
Filed 2026-10-19
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$549.0K (+$79.7K)
Filed 2026-10-19
Value Investment Professionals, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$520.0K (+$26.2K)
Filed 2026-10-13
Griffin Asset Management, Inc.
INCREASED
Shares849 from 618
Change+231 (+37%)
Value$519.4K (+$160.4K)
Filed 2026-10-22
WestHill Financial Advisors, Inc.
DECREASED
Shares848 from 943
Change-95 (-10%)
Value$518.8K (-$29.0K)
Filed 2026-10-14
Canandaigua National Trust Co of Florida
NEW
Shares847
Change+847
Value$518.2K
Filed 2026-10-07
Frederick Financial Consultants, LLC
INCREASED
Shares846 from 735
Change+111 (+15%)
Value$517.4K (+$90.6K)
Filed 2026-10-29
Wealth Advisory Solutions, LLC
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$516.9K (+$26.1K)
Filed 2026-10-20
StrongBox Wealth, LLC
DECREASED
Shares842 from 920
Change-78 (-8%)
Value$515.1K (-$19.3K)
Filed 2026-11-02
Viewpoint Capital Management LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$515.1K (+$26.0K)
Filed 2026-10-27
Sentinel Pension Advisors, LLC
INCREASED
Shares838 from 570
Change+268 (+47%)
Value$512.7K (+$230.1K)
Filed 2026-11-02
Redwood Family Wealth LLC
DECREASED
Shares837 from 840
Change-3 (0%)
Value$512.0K (+$24.1K)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
INCREASED
Shares836 from 444
Change+392 (+88%)
Value$511.4K (+$253.5K)
Filed 2026-10-20
Signature Wealth Management Partners, LLC
DECREASED
Shares836 from 967
Change-131 (-14%)
Value$511.4K (-$50.3K)
Filed 2026-10-21
Plan Group Financial, LLC
INCREASED
Shares836 from 789
Change+47 (+6%)
Value$447.0K (-$11.3K)
Filed 2026-10-22
Ridgeline Wealth, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$506.2K (+$20.6K)
Filed 2026-10-14
Hansen & Associates Financial Group, Inc.
INCREASED
Shares835 from 610
Change+225 (+37%)
Value$518.3K (+$181.5K)
Filed 2026-11-09
Grandfield & Dodd, LLC
INCREASED
Shares834 from 824
Change+10 (+1%)
Value$510.2K (+$31.5K)
Filed 2026-10-29
EQ LLC
DECREASED
Shares834 from 840
Change-6 (-1%)
Value$510.2K (+$22.0K)
Filed 2026-11-09
21 West Wealth Management LLC
DECREASED
Shares832 from 876
Change-44 (-5%)
Value$509.0K (+$107)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares832 from 858
Change-26 (-3%)
Value$509.0K (+$11.0K)
Filed 2026-10-30
ARS Wealth Advisors Group, LLC
DECREASED
Shares832 from 833
Change-1 (0%)
Value$509.0K (+$25.1K)
Filed 2026-10-16
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares828
Change+828
Value$506.4K
Filed 2026-10-20
Axecap Investments, LLC
NEW
Shares828
Change+828
Value$506.4K
Filed 2026-10-20
Hudock, Inc.
INCREASED
Shares827 from 798
Change+29 (+4%)
Value$505.9K (+$42.4K)
Filed 2026-10-14
Highland Financial Advisors, LLC
INCREASED
Shares826 from 768
Change+58 (+8%)
Value$505.3K (+$59.2K)
Filed 2026-10-19
FDx Advisors, Inc.
NEW
Shares823
Change+823
Value$503.0K
Filed 2026-11-09
Aspen Investment Management Inc
INCREASED
Shares823 from 808
Change+15 (+2%)
Value$503.0K (+$34.0K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
INCREASED
Shares822 from 791
Change+31 (+4%)
Value$503.0K (+$43.4K)
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$476.9K ($0)
Filed 2026-10-13
Kelleher Financial Advisors
DECREASED
Shares819 from 2,558
Change-1,739 (-68%)
Value$501.0K (-$984.9K)
Filed 2026-10-30
Dala Group, LLC
INCREASED
Shares817 from 671
Change+146 (+22%)
Value$499.9K (+$110.1K)
Filed 2026-10-29
Gill Capital Partners, LLC
DECREASED
Shares817 from 867
Change-50 (-6%)
Value$499.8K (-$3.8K)
Filed 2026-10-13
Old Port Advisors
INCREASED
Shares817 from 805
Change+12 (+1%)
Value$499.8K (+$32.2K)
Filed 2026-10-23
Cornerstone Planning Group LLC
DECREASED
Shares816 from 836
Change-20 (-2%)
Value$496.2K (+$34.5K)
Filed 2026-10-16
Polaris Financial Partners
NEW
Shares814
Change+814
Value$493.0K
Filed 2026-10-02
Wilkerson Advisory Group LLC
DECREASED
Shares814 from 866
Change-52 (-6%)
Value$498.0K (-$5.1K)
Filed 2026-10-20
Shah Wealth Advisors, LLC
NEW
Shares812
Change+812
Value$496.7K
Filed 2026-11-06
Integrity Investment Advisors, LLC
INCREASED
Shares812 from 732
Change+80 (+11%)
Value$496.7K (+$71.4K)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$496.7K (+$25.1K)
Filed 2026-10-21
Human Investing LLC
INCREASED
Shares811 from 509
Change+302 (+59%)
Value$496.2K (+$200.5K)
Filed 2026-10-19
Heffernan Advisory, Inc
NEW
Shares810
Change+810
Value$495.5K
Filed 2026-10-13
Evermay Wealth Management LLC
INCREASED
Shares809 from 620
Change+189 (+30%)
Value$494.9K (+$134.7K)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
INCREASED
Shares809 from 717
Change+92 (+13%)
Value$494.9K (+$78.4K)
Filed 2026-10-09
Compass Ion Advisors, LLC
INCREASED
Shares805 from 784
Change+21 (+3%)
Value$492.5K (+$37.0K)
Filed 2026-10-23
WoodTrust Financial Corp
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$491.0K (+$25.0K)
Filed 2026-10-09
Salomon & Ludwin, LLC
INCREASED
Shares801 from 788
Change+13 (+2%)
Value$490.0K (+$63.8K)
Filed 2026-10-29
Tucker Asset Management LLC
INCREASED
Shares801 from 796
Change+5 (+1%)
Value$490.0K (+$27.6K)
Filed 2026-10-29
Fonville Wealth Management LLC
DECREASED
Shares800 from 826
Change-26 (-3%)
Value$489.4K (+$9.6K)
Filed 2026-10-28
Mystic Asset Management, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$489.4K (+$24.7K)
Filed 2026-10-15
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$488.8K (+$24.6K)
Filed 2026-10-29
Financial Harvest, LLC
DECREASED
Shares797 from 1,125
Change-328 (-29%)
Value$487.8K (-$165.7K)
Filed 2026-10-15
DeLarme Wealth Management, Inc.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$486.3K (+$24.5K)
Filed 2026-10-30
Box Hill Private Wealth LLC
INCREASED
Shares794 from 775
Change+19 (+2%)
Value$485.7K (+$35.5K)
Filed 2026-10-05
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$485.0K (+$24.5K)
Filed 2026-10-23
Droms Strauss Advisors Inc
DECREASED
Shares792 from 801
Change-9 (-1%)
Value$484.5K (+$19.2K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
INCREASED
Shares791 from 577
Change+214 (+37%)
Value$483.9K (+$148.7K)
Filed 2026-10-16
Ballew Advisors, Inc
DECREASED
Shares788 from 846
Change-58 (-7%)
Value$499.7K (+$61.5K)
Filed 2026-10-05
LVZ, Inc.
DECREASED
Shares787 from 788
Change-1 (0%)
Value$481.3K (+$23.7K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED
Shares784 from 782
Change+2 (+0%)
Value$479.8K (+$25.4K)
Filed 2026-11-02
Old Mission Investment Co LLC
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$479.9K (+$24.2K)
Filed 2026-10-22
Aspiriant, LLC
DECREASED
Shares779 from 815
Change-36 (-4%)
Value$476.6K (+$3.1K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares774 from 875
Change-101 (-12%)
Value$474.0K (-$34.0K)
Filed 2026-10-30
Elmwood Wealth Management, Inc.
DECREASED
Shares773 from 780
Change-7 (-1%)
Value$472.9K (+$19.8K)
Filed 2026-10-14
Nikulski Financial, Inc.
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$472.9K (+$23.8K)
Filed 2026-11-06
Bensler, LLC
INCREASED
Shares771 from 710
Change+61 (+9%)
Value$471.7K (+$59.2K)
Filed 2026-11-05
Waystone Advisors LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$447.3K ($0)
Filed 2026-10-16
Aufman Associates Inc
INCREASED
Shares769 from 730
Change+39 (+5%)
Value$470.4K (+$46.4K)
Filed 2026-11-04
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares767 from 642
Change+125 (+19%)
Value$469.2K (+$96.3K)
Filed 2026-11-06
Watershed Private Wealth LLC
INCREASED
Shares765 from 503
Change+262 (+52%)
Value$468.0K (+$175.8K)
Filed 2026-10-30
Eurizon SLJ Capital Ltd
DECREASED
Shares764 from 1,427
Change-663 (-46%)
Value$467.4K (-$361.6K)
Filed 2026-11-06
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares764 from 679
Change+85 (+13%)
Value$467.7K (+$73.0K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
DECREASED
Shares762 from 844
Change-82 (-10%)
Value$466.2K (-$24.1K)
Filed 2026-10-07
Cedarwood Wealth LLC
DECREASED
Shares762 from 789
Change-27 (-3%)
Value$466.2K (+$7.8K)
Filed 2026-11-09
Castleview Partners, LLC
INCREASED
Shares761 from 747
Change+14 (+2%)
Value$465.5K (+$31.6K)
Filed 2026-10-09
Oder Investment Management, LLC
DECREASED
Shares760 from 977
Change-217 (-22%)
Value$464.9K (-$102.6K)
Filed 2026-11-09
Fortitude Family Office, LLC
INCREASED
Shares760 from 638
Change+122 (+19%)
Value$464.9K (+$94.3K)
Filed 2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares758 from 5,248
Change-4,490 (-86%)
Value$464.0K (-$2.6M)
Filed 2026-10-09
Tenzing Financial LLC
DECREASED
Shares756 from 762
Change-6 (-1%)
Value$406.8K (-$13.9K)
Filed 2026-11-03
Rahlfs Capital, LLC
NEW
Shares755
Change+755
Value$461.9K
Filed 2026-10-23
Kane Investment Management, Inc.
INCREASED
Shares754 from 734
Change+20 (+3%)
Value$461.3K (+$34.9K)
Filed 2026-11-09
Sierra Ocean, LLC
DECREASED
Shares753 from 840
Change-87 (-10%)
Value$460.7K (-$27.3K)
Filed 2026-11-03
Keener Financial Planning LLC
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$460.7K (+$23.7K)
Filed 2026-11-06
Wagner Wealth Management, Corp
DECREASED
Shares750 from 822
Change-72 (-9%)
Value$458.8K (-$18.7K)
Filed 2026-10-20
Matauro, LLC
DECREASED
Shares750 from 766
Change-16 (-2%)
Value$458.9K (+$14.0K)
Filed 2026-11-03
Constitution Capital LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$458.8K (+$23.1K)
Filed 2026-10-23
United Capital Management of KS, Inc.
DECREASED
Shares749 from 941
Change-192 (-20%)
Value$458.2K (-$88.4K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares746 from 2,429
Change-1,683 (-69%)
Value$456.4K (-$954.7K)
Filed 2026-10-14
Scissortail Wealth Management, LLC
INCREASED
Shares742 from 516
Change+226 (+44%)
Value$453.9K (+$154.2K)
Filed 2026-11-03
Astra Wealth Partners LLC
INCREASED
Shares736 from 677
Change+59 (+9%)
Value$450.3K (+$57.0K)
Filed 2026-11-06
GLR Partners, LLC
NEW
Shares734
Change+734
Value$449.0K
Filed 2026-11-04
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares730 from 732
Change-2 (0%)
Value$446.6K (+$21.4K)
Filed 2026-11-03
William Mack & Associates, Inc.
INCREASED
Shares726 from 720
Change+6 (+1%)
Value$444.1K (+$25.9K)
Filed 2026-10-27
Wulff, Hansen & Co.
INCREASED
Shares725 from 705
Change+20 (+3%)
Value$443.5K (+$34.0K)
Filed 2026-11-09
Essential Partners LLC
DECREASED
Shares724 from 729
Change-5 (-1%)
Value$442.9K (+$19.4K)
Filed 2026-10-14
waypoint wealth counsel
INCREASED
Shares722 from 628
Change+94 (+15%)
Value$441.7K (+$76.9K)
Filed 2026-10-22
DLK Investment Management, LLC
NEW
Shares721
Change+721
Value$441.1K
Filed 2026-10-09
First Interstate Bank
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$440.5K (+$22.2K)
Filed 2026-10-23
Hoge Financial Services, LLC
INCREASED
Shares717 from 675
Change+42 (+6%)
Value$438.6K (+$46.5K)
Filed 2026-11-05
Lincoln Capital Corp
INCREASED
Shares716 from 691
Change+25 (+4%)
Value$438.0K (+$36.6K)
Filed 2026-10-13
ACT Advisors, Llc.
INCREASED
Shares713 from 630
Change+83 (+13%)
Value$436.2K (+$70.2K)
Filed 2026-10-15
Latitude Advisors, LLC
DECREASED
Shares711 from 840
Change-129 (-15%)
Value$434.9K (-$53.0K)
Filed 2026-10-27
Mission Financial Group, LLC
INCREASED
Shares711 from 588
Change+123 (+21%)
Value$435.2K (+$93.4K)
Filed 2026-10-21
Sage Investment Advisers LLC
DECREASED
Shares710 from 975
Change-265 (-27%)
Value$434.4K (-$132.0K)
Filed 2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares709
Change+709
Value$433.7K
Filed 2026-10-15
Master's Wealth Management Inc.
INCREASED
Shares709 from 695
Change+14 (+2%)
Value$433.7K (+$30.0K)
Filed 2026-10-22
Wescott Financial Advisory Group, LLC
INCREASED
Shares708 from 677
Change+31 (+5%)
Value$433.1K (+$39.6K)
Filed 2026-11-09
Symphony Financial Services, Inc.
INCREASED
Shares706 from 701
Change+5 (+1%)
Value$431.9K (+$24.7K)
Filed 2026-11-09
Aviance Capital Partners, LLC
INCREASED
Shares704 from 393
Change+311 (+79%)
Value$430.7K (+$202.4K)
Filed 2026-10-29
Kennedy Investment Group, Inc.
DECREASED
Shares704 from 715
Change-11 (-2%)
Value$430.7K (+$15.3K)
Filed 2026-10-21
ERn Financial, LLC
INCREASED
Shares701 from 685
Change+16 (+2%)
Value$428.8K (+$30.9K)
Filed 2026-10-28
Financial Council, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$428.2K (+$21.6K)
Filed 2026-11-02
Clarus Group, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$428.2K (+$21.6K)
Filed 2026-10-21
Corrado Advisors, LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$427.6K (+$21.6K)
Filed 2026-10-27
Sulzberger Capital Advisors, Inc.
NEW
Shares696
Change+696
Value$425.8K
Filed 2026-10-20
Inlight Wealth Management, LLC
NEW
Shares695
Change+695
Value$425.2K
Filed 2026-10-21
Weil Company, Inc.
DECREASED
Shares695 from 788
Change-93 (-12%)
Value$425.2K (-$32.6K)
Filed 2026-10-14
Conservest Capital Advisors, Inc.
INCREASED
Shares693 from 612
Change+81 (+13%)
Value$424.0K (+$68.4K)
Filed 2026-11-09
Intergy Private Wealth, LLC
INCREASED
Shares691 from 597
Change+94 (+16%)
Value$422.7K (+$75.9K)
Filed 2026-10-16
Cannon Advisors, Inc.
DECREASED
Shares691 from 733
Change-42 (-6%)
Value$418.4K (+$16.6K)
Filed 2026-10-14
Noble Family Wealth, LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$421.5K (+$21.3K)
Filed 2026-10-26
Avant Financial Advisors LLC
DECREASED
Shares687 from 712
Change-25 (-4%)
Value$420.3K (+$6.7K)
Filed 2026-11-02
Altar Rock LLC
DECREASED
Shares687 from 697
Change-10 (-1%)
Value$417.8K (+$12.9K)
Filed 2026-11-06
Perryman Financial Advisory Inc
INCREASED
Shares686 from 486
Change+200 (+41%)
Value$419.7K (+$137.3K)
Filed 2026-10-16
Riverwater Partners LLC
INCREASED
Shares686 from 673
Change+13 (+2%)
Value$419.7K (+$28.7K)
Filed 2026-11-03
Layline Advisors, LLC
INCREASED
Shares686 from 677
Change+9 (+1%)
Value$419.7K (+$26.4K)
Filed 2026-11-02
United Community Bank
INCREASED
Shares684 from 254
Change+430 (+169%)
Value$418.4K (+$270.9K)
Filed 2026-10-28
Marion Wealth Management
INCREASED
Shares684 from 680
Change+4 (+1%)
Value$418.4K (+$23.4K)
Filed 2026-10-22
Veltria Advisors Corp.
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$417.2K (+$21.0K)
Filed 2026-11-05
CenterStar Asset Management, LLC
DECREASED
Shares677 from 1,570
Change-893 (-57%)
Value$414.6K (-$499.3K)
Filed 2026-10-09
TMB Capital Partners, LLC
DECREASED
Shares677 from 707
Change-30 (-4%)
Value$414.2K (+$3.5K)
Filed 2026-10-20
Western Reserve Capital Management, LLC
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$414.2K (+$20.9K)
Filed 2026-10-14
Montz Harcus Wealth Management LLC
DECREASED
Shares676 from 694
Change-18 (-3%)
Value$413.6K (+$10.4K)
Filed 2026-10-09
Chapin Davis, Inc.
DECREASED
Shares673 from 913
Change-240 (-26%)
Value$411.7K (-$118.7K)
Filed 2026-10-09
Horst & Graben Wealth Management LLC
INCREASED
Shares672 from 649
Change+23 (+4%)
Value$411.1K (+$60.1K)
Filed 2026-11-02
Fortress Financial Group, LLC
INCREASED
Shares672 from 662
Change+10 (+2%)
Value$411.1K (+$26.5K)
Filed 2026-10-21
WealthCare Asset Management, LLC
DECREASED
Shares669 from 1,240
Change-571 (-46%)
Value$409.3K (-$311.1K)
Filed 2026-10-26
RIA Advisory Group LLC
DECREASED
Shares667 from 2,097
Change-1,430 (-68%)
Value$408.0K (-$810.1K)
Filed 2026-10-15
Summit Financial Consulting LLC
DECREASED
Shares667 from 672
Change-5 (-1%)
Value$408.0K (+$17.5K)
Filed 2026-10-15
Fogel Capital Management, Inc.
INCREASED
Shares666 from 657
Change+9 (+1%)
Value$407.4K (+$25.8K)
Filed 2026-11-04
Demars Financial Group, LLC
INCREASED
Shares664 from 519
Change+145 (+28%)
Value$406.2K (+$104.7K)
Filed 2026-10-22
Summit Financial Strategies, Inc.
INCREASED
Shares662 from 487
Change+175 (+36%)
Value$405.2K (+$122.1K)
Filed 2026-10-14
O'Connor Financial Group LLC
INCREASED
Shares660 from 648
Change+12 (+2%)
Value$403.8K (+$27.3K)
Filed 2026-10-26
SouthState Bank Corp
INCREASED
Shares659 from 509
Change+150 (+29%)
Value$403.2K (+$107.5K)
Filed 2026-11-09
Capital Investment Counsel, LLC
DECREASED
Shares659 from 759
Change-100 (-13%)
Value$403.2K (-$37.8K)
Filed 2026-10-14
Quartz Partners, LLC
INCREASED
Shares658 from 609
Change+49 (+8%)
Value$402.5K (+$48.8K)
Filed 2026-11-03
Sincerus Advisory, LLC
INCREASED
Shares658 from 617
Change+41 (+7%)
Value$402.5K (+$44.1K)
Filed 2026-10-09
Powell Investment Advisors, LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$402.5K (+$20.3K)
Filed 2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares657 from 607
Change+50 (+8%)
Value$401.9K (+$49.3K)
Filed 2026-11-03
Solstein Capital, LLC
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$401.9K (+$20.3K)
Filed 2026-11-02
Bright Financial Advisors, Inc.
DECREASED
Shares656 from 681
Change-25 (-4%)
Value$401.3K (+$5.7K)
Filed 2026-10-23
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares654 from 719
Change-65 (-9%)
Value$400.1K (-$17.6K)
Filed 2026-10-09
Security Financial Services, Inc.
DECREASED
Shares653 from 660
Change-7 (-1%)
Value$399.5K (+$16.1K)
Filed 2026-10-29
QP Wealth Management, LLC
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$399.5K (+$20.1K)
Filed 2026-10-20
Spectrum Planning & Advisory Services Inc.
NEW
Shares651
Change+651
Value$398.3K
Filed 2026-11-05
Momentous Wealth Management, Inc.
INCREASED
Shares651 from 496
Change+155 (+31%)
Value$398.3K (+$110.1K)
Filed 2026-10-21
EagleClaw Capital Managment, LLC
NEW
Shares650
Change+650
Value$397.6K
Filed 2026-11-06
Ariadne Wealth Management, LP
INCREASED
Shares650 from 561
Change+89 (+16%)
Value$397.6K (+$71.8K)
Filed 2026-11-06
Cypress Capital, LLC
DECREASED
Shares650 from 652
Change-2 (0%)
Value$397.6K (+$18.9K)
Filed 2026-10-20
Guardian Financial Partners, LLC
DECREASED
Shares648 from 854
Change-206 (-24%)
Value$396.4K (-$99.7K)
Filed 2026-11-04
Advisory Advocates, LLC
DECREASED
Shares648 from 725
Change-77 (-11%)
Value$396.4K (-$24.7K)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$396.4K (+$20.0K)
Filed 2026-10-16
Beacon Financial Planning, Inc
INCREASED
Shares647 from 540
Change+107 (+20%)
Value$395.8K (+$82.1K)
Filed 2026-11-04
Legacy Financial Group, Inc.
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$394.0K (+$19.9K)
Filed 2026-10-21
New Wave Wealth Advisors LLC
INCREASED
Shares643 from 532
Change+111 (+21%)
Value$389.3K (+$80.3K)
Filed 2026-10-19
Willis Johnson Wealth, Inc.
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$393.6K (+$19.9K)
Filed 2026-11-03
RPS Advisory Solutions LLC
DECREASED
Shares640 from 669
Change-29 (-4%)
Value$391.5K (+$2.9K)
Filed 2026-11-09
CPC Advisors, LLC
NEW
Shares639
Change+639
Value$390.9K
Filed 2026-10-21
L. Roy Papp & Associates, LLP
INCREASED
Shares639 from 609
Change+30 (+5%)
Value$390.9K (+$37.1K)
Filed 2026-10-21
Payne Capital Management, LLC
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$291.0K (-$79.6K)
Filed 2026-11-09
Sapient Capital LLC
DECREASED
Shares635 from 716
Change-81 (-11%)
Value$388.5K (-$27.5K)
Filed 2026-10-08
Beverly Hills Private Wealth, LLC
INCREASED
Shares635 from 597
Change+38 (+6%)
Value$388.5K (+$41.7K)
Filed 2026-11-04
Maple Capital Management, Inc.
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$387.9K (+$19.6K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
DECREASED
Shares628 from 987
Change-359 (-36%)
Value$384.2K (-$189.2K)
Filed 2026-10-21
Winter & Associates, Inc.
INCREASED
Shares628 from 613
Change+15 (+2%)
Value$335.8K (-$20.3K)
Filed 2026-10-23
Strata Wealth Advisors, LLC
INCREASED
Shares627 from 548
Change+79 (+14%)
Value$383.6K (+$65.2K)
Filed 2026-10-16
Alterna Wealth Management, Inc
DECREASED
Shares626 from 1,140
Change-514 (-45%)
Value$383.0K (-$279.3K)
Filed 2026-10-27
Bridgewealth Advisory Group, LLC
DECREASED
Shares624 from 724
Change-100 (-14%)
Value$381.9K (-$38.8K)
Filed 2026-11-09
Schmidt P J Investment Management Inc
DECREASED
Shares623 from 860
Change-237 (-28%)
Value$381.1K (-$118.5K)
Filed 2026-11-02
Amicus Financial Advisors, LLC
INCREASED
Shares623 from 438
Change+185 (+42%)
Value$381.1K (+$126.6K)
Filed 2026-11-03
McCarthy Asset Management, Inc.
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$380.5K (+$19.2K)
Filed 2026-10-20
Odyssey Capital Advisors, Inc.
DECREASED
Shares620 from 744
Change-124 (-17%)
Value$379.3K (-$52.9K)
Filed 2026-10-26
Saxon Interests, Inc.
DECREASED
Shares620 from 725
Change-105 (-14%)
Value$379.3K (-$41.9K)
Filed 2026-10-26
Capstone Wealth Management, LLC
DECREASED
Shares620 from 627
Change-7 (-1%)
Value$379.3K (+$15.1K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares619 from 515
Change+104 (+20%)
Value$378.7K (+$79.5K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
DECREASED
Shares618 from 629
Change-11 (-2%)
Value$378.1K (+$12.7K)
Filed 2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares618 from 612
Change+6 (+1%)
Value$378.1K (+$22.6K)
Filed 2026-10-29
Global Financial Private Client, LLC
DECREASED
Shares616 from 640
Change-24 (-4%)
Value$376.8K (+$5.1K)
Filed 2026-10-15
Kaufman Rossin Wealth, LLC
NEW
Shares615
Change+615
Value$376.1K
Filed 2026-10-19
Israel Discount Bank of New York
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$375.6K (+$18.9K)
Filed 2026-10-14
Livet Wealth, LLC
NEW
Shares613
Change+613
Value$375.0K
Filed 2026-10-27
IronBridge Private Wealth, LLC
DECREASED
Shares613 from 803
Change-190 (-24%)
Value$375.0K (-$91.5K)
Filed 2026-11-03
One Degree Advisors Inc
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$398.1K (+$397.8K)
Filed 2026-11-06
Daviman Financial, LLC
INCREASED
Shares611 from 496
Change+115 (+23%)
Value$373.9K (+$85.8K)
Filed 2026-11-06
Investment Research Partners LLC
DECREASED
Shares608 from 677
Change-69 (-10%)
Value$372.0K (-$21.3K)
Filed 2026-10-19
Midwest Capital Advisors, LLC
INCREASED
Shares607 from 405
Change+202 (+50%)
Value$371.3K (+$136.1K)
Filed 2026-11-04
Outlook Wealth Advisors, LLC
INCREASED
Shares607 from 598
Change+9 (+2%)
Value$371.3K (+$24.0K)
Filed 2026-10-28
Telos Capital Management, Inc.
DECREASED
Shares606 from 1,490
Change-884 (-59%)
Value$370.7K (-$494.8K)
Filed 2026-11-02
Guardian Asset Advisors, LLC
INCREASED
Shares605 from 550
Change+55 (+10%)
Value$370.1K (+$50.6K)
Filed 2026-10-16
Quaker Wealth Management, LLC
INCREASED
Shares605 from 579
Change+26 (+4%)
Value$370.1K (+$33.8K)
Filed 2026-10-22
Genesis Private Wealth, LLC
NEW
Shares604
Change+604
Value$369.5K
Filed 2026-11-02
Kachkovsky & Fisher, Inc.
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$369.5K (+$18.6K)
Filed 2026-10-21
Carrera Capital Advisors
DECREASED
Shares602 from 694
Change-92 (-13%)
Value$368.3K (-$34.9K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
INCREASED
Shares601 from 405
Change+196 (+48%)
Value$367.7K (+$132.4K)
Filed 2026-10-16
Ascent Wealth Partners, LLC
NEW
Shares600
Change+600
Value$287.7K
Filed 2026-10-23
Charles Schwab Trust Co
NEW
Shares600
Change+600
Value$367.1K
Filed 2026-10-15
Elevated Financial Group LLC
DECREASED
Shares600 from 613
Change-13 (-2%)
Value$367.1K (+$11.0K)
Filed 2026-10-16
Future Financial Wealth Managment LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$367.1K (+$43.2K)
Filed 2026-10-15
Center For Asset Management LLC
NEW
Shares599
Change+599
Value$366.4K
Filed 2026-10-16
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares599 from 564
Change+35 (+6%)
Value$366.4K (+$38.8K)
Filed 2026-10-08
Echo45 Advisors LLC
INCREASED
Shares598 from 407
Change+191 (+47%)
Value$366.0K (+$129.6K)
Filed 2026-10-07
Total Investment Management Inc
INCREASED
Shares597 from 572
Change+25 (+4%)
Value$365.2K (+$92.9K)
Filed 2026-10-22
Connecticut Wealth Management, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$364.0K (+$18.4K)
Filed 2026-10-13
Greenup Street Wealth Management LLC
INCREASED
Shares593 from 449
Change+144 (+32%)
Value$362.7K (+$102.1K)
Filed 2026-10-28
Blue Water Asset Management
INCREASED
Shares591 from 567
Change+24 (+4%)
Value$361.6K (+$32.2K)
Filed 2026-11-04
C2c Wealth Management, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$360.9K (+$18.2K)
Filed 2026-10-20
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares588 from 462
Change+126 (+27%)
Value$359.7K (+$91.3K)
Filed 2026-10-22
Carolina Wealth Management Inc
NEW
Shares583
Change+583
Value$356.7K
Filed 2026-10-29
Lighthouse Financial LLC
DECREASED
Shares583 from 690
Change-107 (-16%)
Value$356.7K (-$44.2K)
Filed 2026-10-23
Delta Investment Management, LLC
DECREASED
Shares583 from 594
Change-11 (-2%)
Value$356.5K (+$11.4K)
Filed 2026-11-09
Denver PWM, LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$356.7K (+$56.8K)
Filed 2026-10-22
Wagner Wealth Management, LLC
DECREASED
Shares582 from 907
Change-325 (-36%)
Value$356.0K (-$170.8K)
Filed 2026-10-21
Nova R Wealth, Inc.
INCREASED
Shares582 from 525
Change+57 (+11%)
Value$355.8K (+$51.1K)
Filed 2026-10-26
Bank & Trust Co
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$356.0K (+$18.0K)
Filed 2026-10-07
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares581 from 359
Change+222 (+62%)
Value$355.4K (+$146.9K)
Filed 2026-11-04
Fairscale Capital, LLC
INCREASED
Shares581 from 545
Change+36 (+7%)
Value$293.3K (-$23.3K)
Filed 2026-11-04
Legacy Edge Advisors, LLC
DECREASED
Shares581 from 590
Change-9 (-2%)
Value$355.4K (+$12.7K)
Filed 2026-11-06
Newman Dignan & Sheerar, Inc.
DECREASED
Shares577 from 680
Change-103 (-15%)
Value$353.0K (-$42.0K)
Filed 2026-10-21
Peoples Bank
DECREASED
Shares577 from 637
Change-60 (-9%)
Value$353.0K (-$17.1K)
Filed 2026-10-26
Collective Family Office LLC
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$353.0K (+$17.8K)
Filed 2026-10-05
Define Financial, LLC
DECREASED
Shares576 from 640
Change-64 (-10%)
Value$352.2K (-$19.4K)
Filed 2026-10-14
Equita Financial Network, Inc.
DECREASED
Shares576 from 599
Change-23 (-4%)
Value$352.4K (+$4.4K)
Filed 2026-10-19
Mach-1 Financial Group, LLC
DECREASED
Shares574 from 941
Change-367 (-39%)
Value$351.2K (-$195.5K)
Filed 2026-11-06
Promethium Advisors,llc
DECREASED
Shares573 from 1,000
Change-427 (-43%)
Value$350.5K (-$230.4K)
Filed 2026-10-19
Financial Planning Hawaii, Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$349.9K (+$17.6K)
Filed 2026-10-13
Carson Advisory Inc.
INCREASED
Shares569 from 457
Change+112 (+25%)
Value$348.1K (+$82.6K)
Filed 2026-11-06
Blackston Financial Advisory Group, LLC
DECREASED
Shares569 from 641
Change-72 (-11%)
Value$348.1K (-$24.3K)
Filed 2026-11-04
Boyd Wealth Management, LLC
NEW
Shares568
Change+568
Value$347.5K
Filed 2026-10-20
Avail Investment Partners, LLC
DECREASED
Shares568 from 609
Change-41 (-7%)
Value$347.5K (-$6.3K)
Filed 2026-10-16
Nelson Capital Management, LLC
DECREASED
Shares567 from 637
Change-70 (-11%)
Value$346.9K (-$23.2K)
Filed 2026-11-09
Family Capital Management, Inc.
DECREASED
Shares567 from 587
Change-20 (-3%)
Value$346.9K (+$5.9K)
Filed 2026-11-03
Post Resch Tallon Group Inc.
DECREASED
Shares566 from 583
Change-17 (-3%)
Value$346.3K (+$7.6K)
Filed 2026-10-09
Barton Investment Management
DECREASED
Shares565 from 665
Change-100 (-15%)
Value$345.6K (-$40.7K)
Filed 2026-10-27
Bath Savings Trust Co
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$345.6K (+$17.4K)
Filed 2026-10-07
E&G Advisors, LLC
DECREASED
Shares563 from 588
Change-25 (-4%)
Value$344.4K (+$2.8K)
Filed 2026-10-13
Urban Wealth Management, LLC
DECREASED
Shares563 from 578
Change-15 (-3%)
Value$344.4K (+$8.7K)
Filed 2026-10-21
WealthTrust Asset Management, LLC
DECREASED
Shares562 from 655
Change-93 (-14%)
Value$343.8K (-$36.7K)
Filed 2026-10-22
Bourgeon Capital Management LLC
NEW
Shares561
Change+561
Value$343.2K
Filed 2026-10-19
Eclectic Associates Inc
DECREASED
Shares561 from 825
Change-264 (-32%)
Value$343.2K (-$136.1K)
Filed 2026-10-09
Shira Ridge Wealth Management
DECREASED
Shares561 from 619
Change-58 (-9%)
Value$343.2K (-$16.4K)
Filed 2026-10-09
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$343.2K (+$17.3K)
Filed 2026-10-16
Oasis Advisors, LLC
NEW
Shares559
Change+559
Value$341.8K
Filed 2026-10-16
Graetz Wealth LLC
DECREASED
Shares558 from 570
Change-12 (-2%)
Value$341.7K (+$10.3K)
Filed 2026-10-27
Citrine Capital LLC
INCREASED
Shares557 from 499
Change+58 (+12%)
Value$340.8K (+$50.9K)
Filed 2026-10-14
Avid Wealth Partners LLC
DECREASED
Shares557 from 558
Change-1 (0%)
Value$340.8K (+$16.6K)
Filed 2026-11-03
Schorn Wealth LLC
INCREASED
Shares556 from 546
Change+10 (+2%)
Value$340.1K (+$23.0K)
Filed 2026-10-14
Seros Financial, LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$340.1K (+$17.2K)
Filed 2026-10-21
Joseph Group Capital Management
INCREASED
Shares553 from 499
Change+54 (+11%)
Value$338.3K (+$48.4K)
Filed 2026-11-04
Mcdaniel Terry & Co
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$338.3K (+$17.1K)
Filed 2026-11-05
PPS&V Asset Management Consultants, Inc.
INCREASED
Shares552 from 537
Change+15 (+3%)
Value$337.8K (+$25.8K)
Filed 2026-10-06
James T. Borello RIA
INCREASED
Shares551 from 531
Change+20 (+4%)
Value$337.1K (+$28.6K)
Filed 2026-10-16
Northland Securities, Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$336.5K (+$17.0K)
Filed 2026-11-02
Price Financial Group Wealth Management, Inc
INCREASED
Shares548 from 540
Change+8 (+1%)
Value$326.8K (+$45.2K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$334.6K (+$16.9K)
Filed 2026-10-26
Westco Advisory Services Inc
NEW
Shares545
Change+545
Value$333.4K
Filed 2026-10-14
American National Bank & Trust
DECREASED
Shares544 from 736
Change-192 (-26%)
Value$332.8K (-$94.7K)
Filed 2026-10-07
RVW Wealth, LLC
INCREASED
Shares543 from 451
Change+92 (+20%)
Value$332.2K (+$70.2K)
Filed 2026-10-06
JFS Wealth Advisors, LLC
INCREASED
Shares541 from 535
Change+6 (+1%)
Value$330.8K (+$20.0K)
Filed 2026-11-03
Darwin Wealth Management, LLC
INCREASED
Shares540 from 486
Change+54 (+11%)
Value$330.9K (+$48.4K)
Filed 2026-11-09
Capital Planning LLC
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$329.7K (+$16.6K)
Filed 2026-10-09
Private Management Group Inc
DECREASED
Shares536 from 548
Change-12 (-2%)
Value$327.9K (+$9.6K)
Filed 2026-11-04
LifeSteps Financial, Inc.
DECREASED
Shares535 from 556
Change-21 (-4%)
Value$327.2K (+$4.2K)
Filed 2026-10-15
Kingdom Financial Group Llc.
INCREASED
Shares534 from 123
Change+411 (+334%)
Value$326.7K (+$255.2K)
Filed 2026-11-04
Inspirion Wealth Advisors, LLC
INCREASED
Shares534 from 527
Change+7 (+1%)
Value$326.7K (+$41.6K)
Filed 2026-10-09
Manuka Financial, LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$326.7K (+$16.5K)
Filed 2026-10-16
Diversified Portfolios, Inc.
DECREASED
Shares532 from 599
Change-67 (-11%)
Value$325.5K (-$22.5K)
Filed 2026-11-04
Warburton Capital Management, LLC
DECREASED
Shares532 from 556
Change-24 (-4%)
Value$257.4K (-$64.6K)
Filed 2026-11-06
Johnson Wealth Management, LLC
INCREASED
Shares532 from 509
Change+23 (+5%)
Value$325.5K (+$29.8K)
Filed 2026-11-09
ShoreHaven Wealth Partners, LLC
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$325.7K (+$16.7K)
Filed 2026-10-16
Kooman & Associates
INCREASED
Shares531 from 510
Change+21 (+4%)
Value$324.8K (+$28.6K)
Filed 2026-10-21
M Wealth Management, LLC
DECREASED
Shares530 from 780
Change-250 (-32%)
Value$324.2K (-$128.9K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
INCREASED
Shares530 from 509
Change+21 (+4%)
Value$324.2K (+$28.6K)
Filed 2026-10-28
Madson Wealth Advisors Inc
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$324.2K (+$16.4K)
Filed 2026-10-13
Seed Wealth Management, Inc.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$324.2K (+$16.4K)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
NEW
Shares527
Change+527
Value$322.4K
Filed 2026-10-26
Penn Davis Mcfarland Inc
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$322.4K (+$16.3K)
Filed 2026-10-23
Platt Wealth Management LLC
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$322.0K (+$16.0K)
Filed 2026-11-04
truNorth Financial Services, Inc.
DECREASED
Shares526 from 541
Change-15 (-3%)
Value$321.8K (+$7.5K)
Filed 2026-11-06
Cornerstone Management, Inc.
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$320.0K (+$16.1K)
Filed 2026-10-16
Catalyst Capital Advisors LLC
INCREASED
Shares521 from 440
Change+81 (+18%)
Value$318.7K (+$63.1K)
Filed 2026-11-02
Clear Investment Research, LLC
INCREASED
Shares520 from 495
Change+25 (+5%)
Value$318.1K (+$30.6K)
Filed 2026-11-06
Kondo Wealth Advisors, Inc.
INCREASED
Shares520 from 499
Change+21 (+4%)
Value$318.1K (+$28.2K)
Filed 2026-10-19
Oak Barrel Wealth Advisory LLC
DECREASED
Shares520 from 526
Change-6 (-1%)
Value$318.1K (+$12.6K)
Filed 2026-11-05
Tred Avon Family Wealth, LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$317.5K (+$16.0K)
Filed 2026-10-20
Mascagni Wealth Management, Inc.
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$317.5K (+$16.0K)
Filed 2026-10-23
Financial Advisory Partners, LLC
DECREASED
Shares518 from 600
Change-82 (-14%)
Value$316.9K (-$31.7K)
Filed 2026-10-23
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$316.9K (+$16.0K)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$316.2K (+$15.9K)
Filed 2026-10-13
Kitching Partners, LLC
INCREASED
Shares516 from 438
Change+78 (+18%)
Value$315.7K (+$61.2K)
Filed 2026-11-02
Arsenal Capital Advisors LLC
INCREASED
Shares515 from 370
Change+145 (+39%)
Value$315.1K (+$100.1K)
Filed 2026-11-02
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$315.1K (+$15.9K)
Filed 2026-10-09
Williams Financial, LLC
DECREASED
Shares514 from 524
Change-10 (-2%)
Value$314.4K (+$10.0K)
Filed 2026-10-19
LVM Capital Management LTD
DECREASED
Shares514 from 519
Change-5 (-1%)
Value$314.4K (+$13.4K)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$314.4K (+$15.9K)
Filed 2026-10-30
First Nebraska Trust Co
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$314.4K (+$15.9K)
Filed 2026-10-30
Compass Financial Group, Inc
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$312.6K (+$15.8K)
Filed 2026-10-13
Diesslin Group, Inc.
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$312.6K (+$15.8K)
Filed 2026-10-14
Phillip James Consulting Co.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$312.0K (+$15.7K)
Filed 2026-11-03
MPS Loria Financial Planners, LLC
INCREASED
Shares509 from 506
Change+3 (+1%)
Value$311.4K (+$17.4K)
Filed 2026-10-14
Inman Jager Wealth Management, LLC
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$309.6K (+$15.6K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares505 from 475
Change+30 (+6%)
Value$308.9K (+$33.0K)
Filed 2026-10-15
Richmond Investment Services, LLC
INCREASED
Shares504 from 492
Change+12 (+2%)
Value$308.3K (+$22.5K)
Filed 2026-10-29
Avory & Company, LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$308.3K (+$15.5K)
Filed 2026-10-21
Gaddis Premier Wealth Advisors LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$308.3K (+$15.5K)
Filed 2026-10-29
Iron Financial LLC
DECREASED
Shares502 from 507
Change-5 (-1%)
Value$307.1K (+$12.6K)
Filed 2026-10-23
Straight Path Wealth Management
INCREASED
Shares501 from 400
Change+101 (+25%)
Value$306.5K (+$74.1K)
Filed 2026-10-23
Lane Brothers & Co Inc
DECREASED
Shares500 from 891
Change-391 (-44%)
Value$305.9K (-$211.7K)
Filed 2026-11-02
Towne Trust Company, N.a
DECREASED
Shares500 from 520
Change-20 (-4%)
Value$305.9K (+$3.8K)
Filed 2026-10-28
GR Financial Group, LLC
INCREASED
Shares500 from 495
Change+5 (+1%)
Value$305.9K (+$18.3K)
Filed 2026-10-27
Alhambra Investment Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$305.9K (+$15.4K)
Filed 2026-10-15
Cherokee Insurance Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$305.9K (+$15.4K)
Filed 2026-11-05
Reik & Co., LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$305.9K (+$15.4K)
Filed 2026-10-27
Capital City Trust Co
INCREASED
Shares497 from 493
Change+4 (+1%)
Value$304.0K (+$17.7K)
Filed 2026-10-22
Fullerton Advisors, LLC
NEW
Shares495
Change+495
Value$302.9K
Filed 2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares495 from 499
Change-4 (-1%)
Value$264.5K (-$11.1K)
Filed 2026-10-21
Missouri Trust & Investment Co
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$302.8K (+$67.1K)
Filed 2026-11-04
High Note Wealth, LLC
INCREASED
Shares494 from 444
Change+50 (+11%)
Value$302.2K (+$44.3K)
Filed 2026-10-27
Values Added Financial LLC
DECREASED
Shares494 from 533
Change-39 (-7%)
Value$302.2K (-$7.4K)
Filed 2026-10-28
Haven Private, LLC
INCREASED
Shares494 from 482
Change+12 (+2%)
Value$302.2K (+$22.2K)
Filed 2026-10-27
IFG Advisors, LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$302.2K (+$15.2K)
Filed 2026-10-15
Phillips Financial Management, LLC
DECREASED
Shares493 from 498
Change-5 (-1%)
Value$301.6K (+$12.3K)
Filed 2026-10-19
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$301.6K (+$15.2K)
Filed 2026-10-08
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares492 from 512
Change-20 (-4%)
Value$301.0K (+$3.6K)
Filed 2026-10-29
Northern Lights Advisors, Inc.
INCREASED
Shares492 from 490
Change+2 (+0%)
Value$301.0K (+$16.3K)
Filed 2026-10-21
Baring Financial LLC
INCREASED
Shares491 from 470
Change+21 (+4%)
Value$300.4K (+$27.3K)
Filed 2026-10-07
Mattern Capital Management, LLC
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$300.4K (+$15.1K)
Filed 2026-11-02
Objective Capital Management, LLC
NEW
Shares490
Change+490
Value$299.8K
Filed 2026-10-13
First Citizens Financial Corp
INCREASED
Shares490 from 474
Change+16 (+3%)
Value$299.8K (+$24.4K)
Filed 2026-10-02
Omnitrust Wealth Management, Inc
NEW
Shares489
Change+489
Value$299.2K
Filed 2026-11-02
Advisortrust Partners, LLC
INCREASED
Shares489 from 393
Change+96 (+24%)
Value$299.2K (+$70.9K)
Filed 2026-11-02
Commerce Advisors, LLC
DECREASED
Shares489 from 493
Change-4 (-1%)
Value$299.2K (+$12.8K)
Filed 2026-10-19
Goodman Advisory Group, LLC
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$299.2K (+$15.1K)
Filed 2026-11-02
AAF Wealth Management, LLC
NEW
Shares488
Change+488
Value$298.5K
Filed 2026-10-28
Accelerate Investment Advisors LLC
INCREASED
Shares488 from 466
Change+22 (+5%)
Value$298.4K (+$27.8K)
Filed 2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$297.9K (+$15.0K)
Filed 2026-10-28
Life Planning Partners, Inc
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$296.7K (+$15.0K)
Filed 2026-10-28
Wynn Capital, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$296.7K (+$15.0K)
Filed 2026-10-13
Cushing Capital Partners, LLC
NEW
Shares483
Change+483
Value$295.4K
Filed 2026-10-20
Macroview Investment Management LLC
DECREASED
Shares482 from 579
Change-97 (-17%)
Value$294.9K (-$41.5K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
DECREASED
Shares482 from 486
Change-4 (-1%)
Value$294.9K (+$12.5K)
Filed 2026-10-23
Finward Bancorp
DECREASED
Shares479 from 490
Change-11 (-2%)
Value$293.0K (+$8.4K)
Filed 2026-10-14
Evergreen Private Wealth LLC
DECREASED
Shares477 from 917
Change-440 (-48%)
Value$291.8K (-$240.9K)
Filed 2026-10-30
KFG Wealth Management, LLC
INCREASED
Shares477 from 422
Change+55 (+13%)
Value$291.8K (+$46.7K)
Filed 2026-10-16
Adelphi Trust Co
INCREASED
Shares477 from 470
Change+7 (+1%)
Value$291.8K (+$18.8K)
Filed 2026-10-05
Wiregrass Investment Management LLC
DECREASED
Shares476 from 616
Change-140 (-23%)
Value$291.2K (-$66.6K)
Filed 2026-11-05
Ridgeline Wealth Planning, LLC
INCREASED
Shares476 from 417
Change+59 (+14%)
Value$291.2K (+$49.0K)
Filed 2026-10-29
Insight Wealth Partners, LLC
DECREASED
Shares474 from 751
Change-277 (-37%)
Value$290.0K (-$146.3K)
Filed 2026-10-26
Sollinda Capital Management LLC
DECREASED
Shares474 from 539
Change-65 (-12%)
Value$290.0K (-$23.1K)
Filed 2026-11-09
JDH Wealth Management, LLC
INCREASED
Shares473 from 373
Change+100 (+27%)
Value$289.4K (+$72.7K)
Filed 2026-10-20
Foundry Financial Group, Inc.
INCREASED
Shares473 from 448
Change+25 (+6%)
Value$289.4K (+$29.1K)
Filed 2026-10-28
River Wealth Advisors LLC
INCREASED
Shares473 from 470
Change+3 (+1%)
Value$289.4K (+$16.3K)
Filed 2026-11-09
Smith Chas P & Associates PA Cpas
DECREASED
Shares470 from 476
Change-6 (-1%)
Value$248.5K (-$28.0K)
Filed 2026-10-22
William John Sempolinski
NEW
Shares469
Change+469
Value$287.2K
Filed 2026-10-20
Sweeney & Michel, LLC
INCREASED
Shares469 from 460
Change+9 (+2%)
Value$286.9K (+$64.6K)
Filed 2026-10-16
Decker Wealth Management LLC
NEW
Shares466
Change+466
Value$285.0K
Filed 2026-10-09
Pacific Sage Partners, LLC
DECREASED
Shares466 from 469
Change-3 (-1%)
Value$285.1K (+$12.6K)
Filed 2026-10-21
TradeWell Securities, Llc.
DECREASED
Shares465 from 486
Change-21 (-4%)
Value$284.5K (+$2.1K)
Filed 2026-10-21
LMG Wealth Partners, LLC
INCREASED
Shares465 from 452
Change+13 (+3%)
Value$284.5K (+$21.9K)
Filed 2026-11-05
Cohen Capital Management, Inc.
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$284.5K (+$14.3K)
Filed 2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED
Shares464 from 387
Change+77 (+20%)
Value$283.9K (+$59.0K)
Filed 2026-11-03
Retirement Planning Co of New England, Inc.
DECREASED
Shares463 from 491
Change-28 (-6%)
Value$283.2K (-$2.0K)
Filed 2026-10-15
Noble Wealth Management PBC
INCREASED
Shares463 from 443
Change+20 (+5%)
Value$283.2K (+$25.9K)
Filed 2026-10-01
MRA Advisory Group
DECREASED
Shares461 from 660
Change-199 (-30%)
Value$282.0K (-$101.4K)
Filed 2026-10-07
BankChampaign, National Association
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$282.0K (+$14.2K)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$281.4K (+$14.2K)
Filed 2026-10-19
Hall Capital Management Co Inc
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$281.4K (+$14.2K)
Filed 2026-11-09
Bauman Advisory Group, LLC
DECREASED
Shares459 from 602
Change-143 (-24%)
Value$280.8K (-$68.9K)
Filed 2026-10-29
Certior Financial Group, LLC
DECREASED
Shares459 from 562
Change-103 (-18%)
Value$280.8K (-$45.7K)
Filed 2026-10-19
Palatine Hill Wealth Management, LLC
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$280.8K (+$14.2K)
Filed 2026-11-03
Macro Advisors, Inc.
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$280.2K (+$14.1K)
Filed 2026-11-09
Great Diamond Partners, LLC
DECREASED
Shares457 from 459
Change-2 (0%)
Value$279.6K (+$12.9K)
Filed 2026-10-13
Blue Square Asset Management, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$279.6K (+$14.1K)
Filed 2026-11-02
Machina Capital S.A.S.
DECREASED
Shares455 from 6,716
Change-6,261 (-93%)
Value$278.4K (-$3.6M)
Filed 2026-11-05
Richardson Capital Management LLC
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$278.4K (+$14.0K)
Filed 2026-10-23
Keystone Global Partners, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$277.7K (+$14.0K)
Filed 2026-10-13
Williams & Novak Wealth Management, LLC
DECREASED
Shares453 from 477
Change-24 (-5%)
Value$277.1K (+$33)
Filed 2026-10-09
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$277.1K (+$14.0K)
Filed 2026-10-08
Advisor Resource Council
DECREASED
Shares452 from 843
Change-391 (-46%)
Value$285.6K (-$191.1K)
Filed 2026-11-05
Howland Capital Management LLC
DECREASED
Shares449 from 1,317
Change-868 (-66%)
Value$274.7K (-$490.4K)
Filed 2026-10-22
Taylor Securities Services, Inc.
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$274.7K (+$13.9K)
Filed 2026-10-20
Wealth Analytics Partners, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$274.1K (+$28.5K)
Filed 2026-10-19
Avion Wealth
INCREASED
Shares447 from 409
Change+38 (+9%)
Value$273.0K (+$36.0K)
Filed 2026-11-04
LWM Advisors Inc
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$273.5K (+$13.8K)
Filed 2026-10-08
Discipline Wealth Solutions, LLC
INCREASED
Shares446 from 347
Change+99 (+29%)
Value$273.0K (+$71.4K)
Filed 2026-10-14
Juno Financial Group LLC
INCREASED
Shares446 from 389
Change+57 (+15%)
Value$272.8K (+$46.9K)
Filed 2026-10-27
Brickley Wealth Management
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$272.8K (+$13.8K)
Filed 2026-11-04
Prospect Financial Group LLC
DECREASED
Shares445 from 526
Change-81 (-15%)
Value$272.2K (-$33.3K)
Filed 2026-11-05
Cabot Wealth Management Inc
INCREASED
Shares445 from 433
Change+12 (+3%)
Value$272.2K (+$20.7K)
Filed 2026-11-05
Dillon & Associates Inc
INCREASED
Shares445 from 435
Change+10 (+2%)
Value$272.0K (+$19.0K)
Filed 2026-10-22
Hardin Capital Partners, LLC
NEW
Shares442
Change+442
Value$270.4K
Filed 2026-10-09
Steph & Co
DECREASED
Shares442 from 513
Change-71 (-14%)
Value$270.4K (-$27.6K)
Filed 2026-10-07
ICW Investment Advisors LLC
DECREASED
Shares441 from 444
Change-3 (-1%)
Value$270.0K (+$12.2K)
Filed 2026-10-27
Rasp Wealth Solutions, LLC
NEW
Shares439
Change+439
Value$268.6K
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares439 from 1,984
Change-1,545 (-78%)
Value$265.7K (-$886.8K)
Filed 2026-10-27
Bdfs Capital LLC
DECREASED
Shares438 from 517
Change-79 (-15%)
Value$267.9K (-$32.5K)
Filed 2026-10-14
James Reed Financial Services, Inc.
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$268.0K (+$13.5K)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares437 from 466
Change-29 (-6%)
Value$267.0K (-$3.7K)
Filed 2026-10-27
Arbor Investment Advisors, LLC
INCREASED
Shares437 from 417
Change+20 (+5%)
Value$267.3K (+$25.1K)
Filed 2026-10-26
ETF Store, Inc.
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$267.3K (+$13.5K)
Filed 2026-10-19
McCollum Christoferson Group LLC
NEW
Shares436
Change+436
Value$266.7K
Filed 2026-10-13
White Lighthouse Investment Management Inc.
DECREASED
Shares436 from 451
Change-15 (-3%)
Value$266.7K (+$4.7K)
Filed 2026-10-21
Biltmore Family Office, LLC
INCREASED
Shares436 from 421
Change+15 (+4%)
Value$266.7K (+$22.2K)
Filed 2026-11-03
Sather Financial Group Inc
NEW
Shares434
Change+434
Value$265.5K
Filed 2026-10-30
Code Waechter LLC
INCREASED
Shares434 from 379
Change+55 (+15%)
Value$265.8K (+$45.6K)
Filed 2026-10-23
Mountain Capital Investment Advisors Inc.
NEW
Shares432
Change+432
Value$264.0K
Filed 2026-11-06
Vaquero Private Wealth, LTD
DECREASED
Shares432 from 898
Change-466 (-52%)
Value$264.3K (-$257.4K)
Filed 2026-10-27
Barlow Wealth Partners, LLC
DECREASED
Shares432 from 447
Change-15 (-3%)
Value$280.5K (+$49.3K)
Filed 2026-10-15
Townsend & Associates, Inc
NEW
Shares430
Change+430
Value$227.6K
Filed 2026-10-23
25 LLC
INCREASED
Shares426 from 380
Change+46 (+12%)
Value$260.6K (+$39.9K)
Filed 2026-10-13
Zenith Solutions, Inc.
NEW
Shares425
Change+425
Value$259.9K
Filed 2026-10-19
Flagship Wealth Advisors, LLC
DECREASED
Shares425 from 448
Change-23 (-5%)
Value$260.0K (-$250)
Filed 2026-11-03
Blume Capital Management, Inc.
DECREASED
Shares425 from 430
Change-5 (-1%)
Value$260.0K (+$10.2K)
Filed 2026-10-26
S.E.E.D. Planning Group LLC
NEW
Shares424
Change+424
Value$259.2K
Filed 2026-10-07
Planned Solutions, Inc.
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$259.4K (+$13.1K)
Filed 2026-10-19
Providence Wealth Advisors, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$268.1K (+$48.5K)
Filed 2026-10-29
Investment Partners, Ltd.
NEW
Shares422
Change+422
Value$258.2K
Filed 2026-10-29
Berman McAleer LLC
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$258.1K (+$13.0K)
Filed 2026-10-16
Littlejohn Financial Services, Inc.
NEW
Shares421
Change+421
Value$257.6K
Filed 2026-11-06
WealthPoint Financial, LLC
NEW
Shares420
Change+420
Value$256.9K
Filed 2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares420 from 389
Change+31 (+8%)
Value$256.9K (+$31.0K)
Filed 2026-10-14
Sylvest Advisors, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$256.9K (+$13.0K)
Filed 2026-10-26
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares419
Change+419
Value$256.3K
Filed 2026-10-16
Bennett Selby Investments LP
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$255.7K (+$12.9K)
Filed 2026-10-19
Wealthcare Capital Management LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$255.1K (+$12.9K)
Filed 2026-10-21
Lee Financial Co
DECREASED
Shares416 from 419
Change-3 (-1%)
Value$254.5K (+$11.1K)
Filed 2026-10-16
CNB Bank
INCREASED
Shares415 from 392
Change+23 (+6%)
Value$253.9K (+$26.2K)
Filed 2026-11-09
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares414 from 480
Change-66 (-14%)
Value$253.3K (-$25.6K)
Filed 2026-11-02
Old Peak Finance LLC
DECREASED
Shares414 from 473
Change-59 (-12%)
Value$253.3K (-$21.5K)
Filed 2026-11-02
Dogwood Wealth Management LLC
DECREASED
Shares414 from 435
Change-21 (-5%)
Value$253.3K (+$573)
Filed 2026-11-09
Cutler Investment Counsel LLC
DECREASED
Shares412 from 499
Change-87 (-17%)
Value$252.0K (-$37.8K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares412 from 423
Change-11 (-3%)
Value$252.0K (+$6.3K)
Filed 2026-10-29
PMG Family Office LLC
INCREASED
Shares412 from 407
Change+5 (+1%)
Value$252.0K (+$15.6K)
Filed 2026-10-19
Ground Swell Capital, LLC
NEW
Shares411
Change+411
Value$251.4K
Filed 2026-11-09
CWS Financial Advisors, LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$251.4K (+$12.7K)
Filed 2026-10-16
Opus Financial Solutions LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$251.4K (+$12.7K)
Filed 2026-11-06
Destiny Capital Corp
NEW
Shares410
Change+410
Value$251.1K
Filed 2026-11-03
Gibson Wealth Advisors LLC
INCREASED
Shares410 from 380
Change+30 (+8%)
Value$250.8K (+$30.1K)
Filed 2026-10-20
IFC & Insurance Marketing, Inc.
INCREASED
Shares410 from 400
Change+10 (+3%)
Value$250.8K (+$18.5K)
Filed 2026-10-16
MKT Advisors LLC
DECREASED
Shares409 from 411
Change-2 (0%)
Value$253.9K (+$41.7K)
Filed 2026-10-20
Leeward Financial Partners, LLC
DECREASED
Shares409 from 410
Change-1 (0%)
Value$250.2K (+$12.0K)
Filed 2026-10-23
Exchange Bank
DECREASED
Shares408 from 417
Change-9 (-2%)
Value$249.6K (+$7.4K)
Filed 2026-10-07
Gordian Advisors LLC
INCREASED
Shares406 from 400
Change+6 (+2%)
Value$248.4K (+$16.0K)
Filed 2026-10-30
Kure Advisory, LLC
INCREASED
Shares406 from 403
Change+3 (+1%)
Value$248.4K (+$14.3K)
Filed 2026-10-08
Friedenthal Financial
INCREASED
Shares405 from 35
Change+370 (+1057%)
Value$247.8K (+$227.4K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
INCREASED
Shares405 from 312
Change+93 (+30%)
Value$247.9K (+$66.5K)
Filed 2026-10-22
Reston Wealth Management LLC
DECREASED
Shares405 from 415
Change-10 (-2%)
Value$247.8K (+$6.7K)
Filed 2026-10-29
Winebrenner Capital Management LLC
DECREASED
Shares405 from 415
Change-10 (-2%)
Value$247.8K (+$6.7K)
Filed 2026-10-07
Altfest L J & Co Inc
NEW
Shares404
Change+404
Value$247.2K
Filed 2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares404 from 391
Change+13 (+3%)
Value$247.2K (+$20.0K)
Filed 2026-10-28
Storen Legacy Partners, LLC
INCREASED
Shares404 from 395
Change+9 (+2%)
Value$247.2K (+$17.7K)
Filed 2026-11-09
Roble, Belko & Company, Inc
INCREASED
Shares401 from 400
Change+1 (+0%)
Value$245.0K (+$13.0K)
Filed 2026-11-09
Wedgewood Investors Inc
DECREASED
Shares400 from 440
Change-40 (-9%)
Value$244.7K (-$10.9K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares400 from 374
Change+26 (+7%)
Value$226.6K (+$9.3K)
Filed 2026-10-30
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$244.7K (+$12.3K)
Filed 2026-10-30
Bear Mountain Capital, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$211.5K (-$7.8K)
Filed 2026-11-04
Gray Private Wealth, LLC
NEW
Shares399
Change+399
Value$244.1K
Filed 2026-10-28
AA Financial Advisors, LLC
NEW
Shares398
Change+398
Value$243.2K
Filed 2026-10-19
Snider Financial Group
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$242.9K (+$12.2K)
Filed 2026-10-16
OceanIQ Capital, LLC
NEW
Shares396
Change+396
Value$239.8K
Filed 2026-10-19
Stone Wealth Partners
DECREASED
Shares396 from 1,757
Change-1,361 (-77%)
Value$241.4K (-$779.2K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares394 from 380
Change+14 (+4%)
Value$241.3K (+$20.3K)
Filed 2026-10-21
Tillman Hartley LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$241.0K (+$12.2K)
Filed 2026-11-06
Integrated Wealth Management
INCREASED
Shares393 from 350
Change+43 (+12%)
Value$240.4K (+$37.1K)
Filed 2026-10-19
AlphaCentric Advisors LLC
INCREASED
Shares392 from 364
Change+28 (+8%)
Value$239.8K (+$28.4K)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
INCREASED
Shares391 from 352
Change+39 (+11%)
Value$240.8K (+$50.4K)
Filed 2026-10-20
Bare Financial Services, Inc
DECREASED
Shares391 from 418
Change-27 (-6%)
Value$239.2K (-$3.6K)
Filed 2026-11-04
Chesapeake Wealth Management
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$239.2K (+$12.1K)
Filed 2026-11-09
Safe Harbor Family Capital, LLC
DECREASED
Shares390 from 434
Change-44 (-10%)
Value$238.6K (-$13.5K)
Filed 2026-11-09
Morton Capital Management LLC
DECREASED
Shares389 from 408
Change-19 (-5%)
Value$238.0K (+$963)
Filed 2026-10-23
RiverTree Advisors, LLC
NEW
Shares387
Change+387
Value$236.8K
Filed 2026-10-13
Levin Capital Strategies, L.P.
NEW
Shares387
Change+387
Value$236.8K
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
INCREASED
Shares387 from 380
Change+7 (+2%)
Value$236.8K (+$16.0K)
Filed 2026-10-28
Investment Insight Wealth Management, LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$236.8K (+$11.9K)
Filed 2026-10-30
Catalyst Private Wealth, LLC
NEW
Shares385
Change+385
Value$235.5K
Filed 2026-10-13
Northcape Wealth Management, LLC
DECREASED
Shares385 from 435
Change-50 (-11%)
Value$235.5K (-$17.2K)
Filed 2026-11-04
CDM Financial Counseling Services, Inc.
INCREASED
Shares385 from 370
Change+15 (+4%)
Value$235.5K (+$20.6K)
Filed 2026-10-15
Kwmg, LLC
NEW
Shares384
Change+384
Value$234.9K
Filed 2026-10-07
rebel Financial LLC
NEW
Shares382
Change+382
Value$233.8K
Filed 2026-11-04
RW Investment Management LLC
DECREASED
Shares382 from 685
Change-303 (-44%)
Value$233.7K (-$164.2K)
Filed 2026-11-03
Ndwm LLC
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$233.7K (+$11.8K)
Filed 2026-11-05
Capital Square, LLC
DECREASED
Shares380 from 536
Change-156 (-29%)
Value$232.5K (-$66.6K)
Filed 2026-10-19
North Forty Two & Co.
DECREASED
Shares380 from 400
Change-20 (-5%)
Value$232.5K (+$105)
Filed 2026-10-19
Lipe & Dalton
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$232.0K (+$11.0K)
Filed 2026-10-15
Strategic Advocates LLC
INCREASED
Shares378 from 288
Change+90 (+31%)
Value$231.2K (+$63.9K)
Filed 2026-11-03
TCP Asset Management, LLC
DECREASED
Shares377 from 1,155
Change-778 (-67%)
Value$239.1K (-$431.8K)
Filed 2026-10-14
Polaris Investment Advisors, LLC
DECREASED
Shares377 from 827
Change-450 (-54%)
Value$230.6K (-$249.8K)
Filed 2026-10-20
PTM Wealth Management, LLC
NEW
Shares376
Change+376
Value$244.2K
Filed 2026-10-23
Lifetime Wealth Management P.C.
DECREASED
Shares376 from 409
Change-33 (-8%)
Value$230.0K (-$7.6K)
Filed 2026-10-29
Gilman Hill Asset Management, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$229.4K (+$11.6K)
Filed 2026-10-13
Peoples Bank
INCREASED
Shares374 from 358
Change+16 (+4%)
Value$228.8K (+$20.8K)
Filed 2026-10-09
Welch Financial Planning, LLC
NEW
Shares371
Change+371
Value$227.0K
Filed 2026-11-06
Morton Brown Family Wealth, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$227.0K (+$11.4K)
Filed 2026-10-23
Middleton & Co Inc
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$226.0K (+$11.4K)
Filed 2026-10-23
J.M. Arbour, LLC
NEW
Shares368
Change+368
Value$225.1K
Filed 2026-11-05
Sloy Dahl & Holst, LLC
DECREASED
Shares368 from 518
Change-150 (-29%)
Value$225.1K (-$75.8K)
Filed 2026-10-14
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares366 from 426
Change-60 (-14%)
Value$223.9K (-$23.6K)
Filed 2026-11-05
Pettinga Financial Advisors LLC
INCREASED
Shares365 from 355
Change+10 (+3%)
Value$223.3K (+$17.1K)
Filed 2026-10-13
Lorne Steinberg Wealth Management Inc.
NEW
Shares364
Change+364
Value$222.7K
Filed 2026-10-23
Andina Capital Management, LLC
INCREASED
Shares364 from 358
Change+6 (+2%)
Value$222.7K (+$14.7K)
Filed 2026-10-21
BKM Wealth Management, LLC
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$222.7K (+$11.2K)
Filed 2026-10-22
Hendershot Investments Inc.
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$222.7K (+$11.2K)
Filed 2026-11-05
Serenity Investment Advisors
NEW
Shares363
Change+363
Value$222.1K
Filed 2026-10-30
Lutz Financial Services LLC
DECREASED
Shares363 from 443
Change-80 (-18%)
Value$222.1K (-$35.3K)
Filed 2026-11-06
Redwood Park Advisors LLC
INCREASED
Shares362 from 81
Change+281 (+347%)
Value$221.5K (+$174.4K)
Filed 2026-11-02
Evansbrook LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$220.2K (+$11.1K)
Filed 2026-10-16
Valley Brook Capital Group, Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$220.2K (+$11.1K)
Filed 2026-10-26
Capstone Wealth Management Group, Inc.
NEW
Shares359
Change+359
Value$219.6K
Filed 2026-10-19
LightSquare Wealth Management, LLC
DECREASED
Shares359 from 443
Change-84 (-19%)
Value$219.6K (-$37.7K)
Filed 2026-11-03
Chris Bulman Inc
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$219.6K (+$11.1K)
Filed 2026-10-20
Continuum Wealth Advisors, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$218.4K (+$11.0K)
Filed 2026-10-20
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$218.4K (+$11.0K)
Filed 2026-10-13
Aspen Wealth Management LLC
NEW
Shares355
Change+355
Value$217.2K
Filed 2026-10-14
J. L. Bainbridge & Co., Inc.
DECREASED
Shares355 from 633
Change-278 (-44%)
Value$217.2K (-$150.5K)
Filed 2026-10-20
Beacon Bank & Trust
NEW
Shares354
Change+354
Value$216.6K
Filed 2026-10-27
Aspect Partners, LLC
DECREASED
Shares353 from 357
Change-4 (-1%)
Value$216.0K (+$8.6K)
Filed 2026-10-20
Bellwether Advisors, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$216.0K (+$10.9K)
Filed 2026-11-09
HF Advisory Group, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$216.0K (+$10.9K)
Filed 2026-10-09
Horizon Financial Services, LLC
INCREASED
Shares352 from 113
Change+239 (+212%)
Value$215.3K (+$149.7K)
Filed 2026-11-04
Hudson Oak Wealth Advisory LLC
DECREASED
Shares352 from 374
Change-22 (-6%)
Value$215.3K (-$1.9K)
Filed 2026-10-16
Liberty Capital Management, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$215.3K (+$10.9K)
Filed 2026-11-02
Koesten, Hirschmann & Crabtree, Inc.
NEW
Shares351
Change+351
Value$214.9K
Filed 2026-10-13
Aldebaran Financial Inc.
NEW
Shares350
Change+350
Value$214.1K
Filed 2026-11-06
Schulz Wealth, Ltd.
NEW
Shares350
Change+350
Value$214.1K
Filed 2026-11-03
IMPACTfolio, LLC
DECREASED
Shares350 from 600
Change-250 (-42%)
Value$214.1K (-$134.4K)
Filed 2026-10-28
BFI Infinity Ltd.
DECREASED
Shares350 from 586
Change-236 (-40%)
Value$214.1K (-$126.3K)
Filed 2026-10-16
NovaPoint Capital, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$214.1K (+$10.8K)
Filed 2026-10-22
CWC Advisors, Llc.
NEW
Shares348
Change+348
Value$212.9K
Filed 2026-10-15
Well Done, LLC
NEW
Shares348
Change+348
Value$212.9K
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares348 from 598
Change-250 (-42%)
Value$212.9K (-$134.5K)
Filed 2026-10-23
Legacy Capital Wealth Partners, LLC
NEW
Shares347
Change+347
Value$212.3K
Filed 2026-10-21
tru Independence LLC
NEW
Shares347
Change+347
Value$212.3K
Filed 2026-10-20
Towercrest Capital Management
DECREASED
Shares347 from 373
Change-26 (-7%)
Value$212.3K (-$4.4K)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares347 from 373
Change-26 (-7%)
Value$212.3K (-$4.4K)
Filed 2026-10-29
MMA Asset Management LLC
NEW
Shares346
Change+346
Value$211.7K
Filed 2026-11-02
Sunrise Financial Services, LLC
DECREASED
Shares345 from 350
Change-5 (-1%)
Value$211.1K (+$7.7K)
Filed 2026-10-21
Financial Enhancement Group LLC
NEW
Shares344
Change+344
Value$222.2K
Filed 2026-10-08
Weinberger Asset Management, Inc
NEW
Shares344
Change+344
Value$210.4K
Filed 2026-10-28
TPG Financial Advisors, LLC
DECREASED
Shares344 from 345
Change-1 (0%)
Value$210.4K (+$10.0K)
Filed 2026-11-09
Gould Asset Management LLC
DECREASED
Shares343 from 362
Change-19 (-5%)
Value$209.8K (-$455)
Filed 2026-11-06
Grant Street Asset Management, Inc.
NEW
Shares342
Change+342
Value$209.0K
Filed 2026-10-26
Meridian Financial Advisors, LLC
NEW
Shares342
Change+342
Value$209.2K
Filed 2026-10-14
Mainstay Capital Management LLC
DECREASED
Shares342 from 443
Change-101 (-23%)
Value$209.2K (-$48.1K)
Filed 2026-11-09
Arnold Financial Planning LLC
NEW
Shares341
Change+341
Value$208.6K
Filed 2026-10-20
Emergent Wealth Advisors, LLC
NEW
Shares340
Change+340
Value$208.0K
Filed 2026-10-09
Financial Synergies Wealth Advisors, Inc.
NEW
Shares340
Change+340
Value$208.0K
Filed 2026-10-16
Planning Strategies Inc.
DECREASED
Shares339 from 421
Change-82 (-19%)
Value$207.4K (-$37.2K)
Filed 2026-10-02
Regency Capital Management Inc.\DE
NEW
Shares338
Change+338
Value$206.8K
Filed 2026-11-09
Sterling Financial Planning, Inc.
NEW
Shares338
Change+338
Value$206.8K
Filed 2026-10-28
Trevian Wealth Management LLC
NEW
Shares338
Change+338
Value$206.8K
Filed 2026-11-09
Elm3 Financial Group, LLC
DECREASED
Shares338 from 398
Change-60 (-15%)
Value$206.8K (-$24.4K)
Filed 2026-10-07
Kozak & Associates, Inc.
DECREASED
Shares338 from 355
Change-17 (-5%)
Value$195.5K (+$3.5K)
Filed 2026-10-29
1620 Investment Advisors, Inc.
INCREASED
Shares336 from 333
Change+3 (+1%)
Value$205.7K (+$12.0K)
Filed 2026-11-04
Manchester Financial Inc
NEW
Shares335
Change+335
Value$204.9K
Filed 2026-10-15
High Probability Advisors, LLC
NEW
Shares335
Change+335
Value$204.9K
Filed 2026-10-19
Oak Asset Management, LLC
NEW
Shares333
Change+333
Value$203.7K
Filed 2026-10-13
Networth Advisors, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$203.7K (+$10.3K)
Filed 2026-11-03
Addison Advisors LLC
DECREASED
Shares332 from 341
Change-9 (-3%)
Value$203.1K (+$5.0K)
Filed 2026-11-06
Evergreen Advisors, LLC
NEW
Shares331
Change+331
Value$202.5K
Filed 2026-10-28
Sankala Group LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$203.3K (+$44.0K)
Filed 2026-11-09
Mlp3, LLC
NEW
Shares330
Change+330
Value$201.9K
Filed 2026-10-22
Alternative Investment Advisors, Llc.
NEW
Shares329
Change+329
Value$201.3K
Filed 2026-11-03
Phoenix Wealth Advisors
NEW
Shares328
Change+328
Value$200.7K
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED
Shares328 from 817
Change-489 (-60%)
Value$200.7K (-$273.9K)
Filed 2026-11-04
MFA Wealth Services
NEW
Shares327
Change+327
Value$200.3K
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares326 from 415
Change-89 (-21%)
Value$199.4K (-$41.6K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares324 from 1,256
Change-932 (-74%)
Value$198.0K (-$532.0K)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$193.9K (+$9.8K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares302 from 370
Change-68 (-18%)
Value$184.8K (-$30.2K)
Filed 2026-10-28
Whipplewood Advisors, LLC
DECREASED
Shares300 from 312
Change-12 (-4%)
Value$183.5K (+$2.3K)
Filed 2026-10-20
Meramec Financial Planners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$134.7K (-$13.8K)
Filed 2026-11-09
Palladiem, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$177.4K (+$8.9K)
Filed 2026-11-09
Barrett & Company, Inc.
DECREASED
Shares285 from 400
Change-115 (-29%)
Value$174.4K (-$58.0K)
Filed 2026-10-22
Adkins Seale Capital Management LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$173.7K (+$8.8K)
Filed 2026-10-27
Union Savings Bank
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$170.1K (+$8.6K)
Filed 2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED
Shares273 from 189
Change+84 (+44%)
Value$167.0K (+$57.2K)
Filed 2026-10-16
Creative Capital Management Investments LLC
INCREASED
Shares273 from 206
Change+67 (+33%)
Value$167.0K (+$47.3K)
Filed 2026-10-28
Tompkins Financial Corp
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$165.8K (+$8.4K)
Filed 2026-10-05
Valued Wealth Advisors LLC
DECREASED
Shares267 from 280
Change-13 (-5%)
Value$163.3K (+$685)
Filed 2026-11-05
Sfam, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$163.3K (+$8.2K)
Filed 2026-11-03
Pacific Center for Financial Services
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$159.7K (+$8.1K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
DECREASED
Shares260 from 551
Change-291 (-53%)
Value$159.1K (-$161.0K)
Filed 2026-10-26
MilWealth Group LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$152.9K (+$7.7K)
Filed 2026-11-02
Guardian Partners Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$152.9K (+$7.7K)
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares245 from 206
Change+39 (+19%)
Value$149.9K (+$30.2K)
Filed 2026-10-13
American Capital Advisory, LLC
INCREASED
Shares245 from 239
Change+6 (+3%)
Value$149.9K (+$11.0K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares244 from 256
Change-12 (-5%)
Value$149.3K (+$599)
Filed 2026-10-16
PMV Capital Advisers, LLC
DECREASED
Shares242 from 245
Change-3 (-1%)
Value$148.0K (+$5.7K)
Filed 2026-11-09
PFS Partners, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$144.1K (+$7.3K)
Filed 2026-10-21
Next Level Wealth Planning, LLC
NEW
Shares235
Change+235
Value$143.8K
Filed 2026-10-29
Clark Wealth Partners
INCREASED
Shares234 from 102
Change+132 (+129%)
Value$143.2K (+$83.9K)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
INCREASED
Shares234 from 213
Change+21 (+10%)
Value$143.2K (+$19.4K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$140.7K (+$7.1K)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares229
Change+229
Value$140.2K
Filed 2026-10-27
Vision Financial Markets LLC
DECREASED
Shares223 from 248
Change-25 (-10%)
Value$137.4K (+$3.3K)
Filed 2026-10-22
Key Capital Management, Inc
DECREASED
Shares216 from 325
Change-109 (-34%)
Value$132.1K (-$56.7K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares215 from 128
Change+87 (+68%)
Value$131.4K (+$57.2K)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED
Shares215 from 207
Change+8 (+4%)
Value$178.6K (+$31.7K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$131.5K (+$6.6K)
Filed 2026-10-15
Financially Speaking Inc
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$129.7K (+$86.6K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares208 from 143
Change+65 (+45%)
Value$127.2K (+$44.2K)
Filed 2026-10-07
Compass Wealth Management LLC
NEW
Shares203
Change+203
Value$124.2K
Filed 2026-10-22
IMG Wealth Management, Inc.
INCREASED
Shares202 from 190
Change+12 (+6%)
Value$123.6K (+$13.2K)
Filed 2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$101.6K (-$14.6K)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED
Shares178 from 165
Change+13 (+8%)
Value$108.9K (+$13.0K)
Filed 2026-11-03
LAM Group, Inc.
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$105.2K (+$5.3K)
Filed 2026-10-26
Ramsey Quantitative Systems
NEW
Shares170
Change+170
Value$104.0K
Filed 2026-10-22
Walsh & Associates, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$102.2K (+$5.2K)
Filed 2026-11-09
Southern Michigan Bank & Trust
INCREASED
Shares166 from 100
Change+66 (+66%)
Value$101.6K (+$43.5K)
Filed 2026-10-19
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$99.7K (+$5.0K)
Filed 2026-11-09
Pioneer Family Office, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$97.9K (+$4.9K)
Filed 2026-10-30
IAG Wealth Partners, LLC
DECREASED
Shares159 from 168
Change-9 (-5%)
Value$97.3K (-$323)
Filed 2026-11-06
Burkett Financial Services, LLC
NEW
Shares157
Change+157
Value$96.0K
Filed 2026-10-01
Main Street Group, LTD
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$96.2K (+$4.9K)
Filed 2026-10-28
Kennebec Savings Bank
DECREASED
Shares154 from 910
Change-756 (-83%)
Value$94.2K (-$434.4K)
Filed 2026-10-22
Vima LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$91.8K (+$4.6K)
Filed 2026-10-23
Gleason Group, Inc.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$89.3K (+$4.5K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares145 from 155
Change-10 (-6%)
Value$88.7K (-$1.3K)
Filed 2026-10-28
First Financial Corp
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$86.9K (+$4.4K)
Filed 2026-10-13
Marquette Asset Management, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$86.3K (+$4.4K)
Filed 2026-10-09
Markowski Investments
DECREASED
Shares137 from 272
Change-135 (-50%)
Value$83.8K (-$74.2K)
Filed 2026-10-30
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$78.9K (+$4.0K)
Filed 2026-11-09
Carolina Wealth Advisors, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$78.3K (+$3.9K)
Filed 2026-10-23
Hartford Financial Management Inc.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$77.7K (+$3.9K)
Filed 2026-10-21
Madden Securities Corp
NEW
Shares125
Change+125
Value$76.5K
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$76.5K (+$3.9K)
Filed 2026-10-30
NorthAvenue LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$75.2K (+$3.8K)
Filed 2026-10-29
Davis Capital Management
INCREASED
Shares121 from 109
Change+12 (+11%)
Value$74.0K (+$10.7K)
Filed 2026-10-08
MTM Investment Management, LLC
DECREASED
Shares121 from 131
Change-10 (-8%)
Value$74.0K (-$2.1K)
Filed 2026-10-30
KFG LLC
NEW
Shares120
Change+120
Value$73.4K
Filed 2026-11-02
McCarley & Cook Financial Planners
INCREASED
Shares116 from 110
Change+6 (+5%)
Value$71.0K (+$7.1K)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares114
Change+114
Value$69.7K
Filed 2026-11-04
Toews Corp
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$69.7K (+$3.5K)
Filed 2026-11-09
Collier Financial
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$68.5K (+$3.5K)
Filed 2026-11-06
Hurley Capital, LLC
INCREASED
Shares111 from 101
Change+10 (+10%)
Value$67.9K (+$9.2K)
Filed 2026-11-05
Alpha Financial Advisors, LLC
INCREASED
Shares110 from 98
Change+12 (+12%)
Value$67.3K (+$10.4K)
Filed 2026-11-09
Decker Retirement Planning Inc.
DECREASED
Shares108 from 120
Change-12 (-10%)
Value$66.1K (-$3.6K)
Filed 2026-10-19
Cetera Trust Company, N.a
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$63.6K (+$3.2K)
Filed 2026-11-09
North Point Portfolio Managers Corp
NEW
Shares101
Change+101
Value$61.8K
Filed 2026-10-07
Jnba Financial Advisors
INCREASED
Shares100 from 51
Change+49 (+96%)
Value$61.2K (+$31.5K)
Filed 2026-11-03
SBK Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$61.2K (+$3.1K)
Filed 2026-11-02
Hickory Point Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$61.2K (+$3.1K)
Filed 2026-10-01
SRH Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$61.2K (+$3.1K)
Filed 2026-10-22
Kentucky Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$61.2K (+$3.1K)
Filed 2026-10-15
Trust Co
INCREASED
Shares97 from 47
Change+50 (+106%)
Value$59.3K (+$32.0K)
Filed 2026-10-09
Align Financial, LLC
INCREASED
Shares97 from 82
Change+15 (+18%)
Value$59.3K (+$11.7K)
Filed 2026-10-16
Coston, McIsaac & Partners
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$54.4K (+$54.4K)
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$52.0K (+$2.6K)
Filed 2026-10-14
TFC Financial Management, Inc.
DECREASED
Shares84 from 86
Change-2 (-2%)
Value$51.4K (+$1.4K)
Filed 2026-10-26
Baillie Gifford & Co
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$50.2K (+$2.5K)
Filed 2026-11-09
Tradewinds Capital Management, LLC
DECREASED
Shares80 from 82
Change-2 (-2%)
Value$48.9K (+$1.3K)
Filed 2026-10-23
Thompson Investment Management, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$45.9K (+$2.3K)
Filed 2026-10-14
Centennial Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$45.9K (+$2.3K)
Filed 2026-11-09
Cedar Mountain Advisors, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$44.0K (+$2.2K)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
DECREASED
Shares71 from 79
Change-8 (-10%)
Value$43.6K (-$2.3K)
Filed 2026-11-02
Atlantic Private Wealth, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$39.8K (+$2.0K)
Filed 2026-11-09
Essential Investment Partners LLC
INCREASED
Shares63 from 45
Change+18 (+40%)
Value$38.5K (+$12.4K)
Filed 2026-10-27
Sawyer & Company, Inc
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$37.3K (+$1.9K)
Filed 2026-10-21
Transce3nd, LLC
DECREASED
Shares59 from 199
Change-140 (-70%)
Value$32.6K (-$78.4K)
Filed 2026-10-26
Aventus Investment Advisors, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$34.3K (+$1.7K)
Filed 2026-10-09
New England Capital Financial Advisors LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$33.9K (+$1.7K)
Filed 2026-11-03
Torren Management, LLC
DECREASED
Shares54 from 55
Change-1 (-2%)
Value$33.0K (+$1.1K)
Filed 2026-10-29
Valley Wealth Managers, Inc.
NEW
Shares50
Change+50
Value$30.6K
Filed 2026-10-09
Piscataqua Savings Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$30.6K (+$1.5K)
Filed 2026-10-21
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares47
Change+47
Value$28.8K
Filed 2026-10-07
Downshift Financial, LLC
INCREASED
Shares47 from 6
Change+41 (+683%)
Value$28.8K (+$25.3K)
Filed 2026-10-13
Mascoma Wealth Management LLC
DECREASED
Shares46 from 49
Change-3 (-6%)
Value$28.1K (-$324)
Filed 2026-10-23
United Financial Planning Group LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$28.1K (+$1.4K)
Filed 2026-11-04
Motco
INCREASED
Shares45 from 40
Change+5 (+13%)
Value$27.5K (+$4.3K)
Filed 2026-11-09
High Point Wealth Management, LLC
INCREASED
Shares43 from 17
Change+26 (+153%)
Value$26.3K (+$16.4K)
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares43 from 24
Change+19 (+79%)
Value$26.5K (+$13.5K)
Filed 2026-10-27
Atlas Capital Advisors Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$21.6K (-$3.4K)
Filed 2026-11-09
Peterson Wealth Management
DECREASED
Shares40 from 237
Change-197 (-83%)
Value$24.5K (-$113.2K)
Filed 2026-11-06
Centerpoint Advisors, LLC
NEW
Shares39
Change+39
Value$24.0K
Filed 2026-11-05
RHL Group, LLC
INCREASED
Shares39 from 34
Change+5 (+15%)
Value$23.7K (+$4.0K)
Filed 2026-11-04
PayPay Securities Corp
INCREASED
Shares38 from 28
Change+10 (+36%)
Value$23.2K (+$7.0K)
Filed 2026-10-27
Clean Yield Group
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$23.2K (+$1.2K)
Filed 2026-10-28
Three Bridge Wealth Advisors, LLC
NEW
Shares37
Change+37
Value$22.6K
Filed 2026-11-05
Prism Planning Partners LLC
NEW
Shares36
Change+36
Value$22.0K
Filed 2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$19.0K (+$957)
Filed 2026-10-23
Eukles Asset Management
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$18.4K (+$926)
Filed 2026-11-04
Virtus Advisers, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$18.4K (+$926)
Filed 2026-11-09
Team Financial Group, LLC
NEW
Shares29
Change+29
Value$17.7K
Filed 2026-10-30
Maseco LLP
NEW
Shares28
Change+28
Value$17.1K
Filed 2026-10-27
WestEnd Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$17.1K (+$864)
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares23 from 9
Change+14 (+156%)
Value$14.1K (+$8.8K)
Filed 2026-10-20
Cheviot Value Management, LLC
NEW
Shares22
Change+22
Value$13.6K
Filed 2026-11-09
Birchwood Financial Partners, Inc.
NEW
Shares21
Change+21
Value$12.8K
Filed 2026-11-02
Sherman Asset Management, Inc.
DECREASED
Shares21 from 25
Change-4 (-16%)
Value$12.8K (-$1.7K)
Filed 2026-11-05
Roxbury Financial LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$12.8K (+$648)
Filed 2026-10-01
Community Bank, N.A.
NEW
Shares20
Change+20
Value$12.2K
Filed 2026-11-06
Baer Investment Advisory LLC
NEW
Shares20
Change+20
Value$12.2K
Filed 2026-10-13
Intelligent Financial Strategies
NEW
Shares19
Change+19
Value$11.6K
Filed 2026-10-16
Bernzott Capital Advisors
NEW
Shares15
Change+15
Value$9.2K
Filed 2026-10-29
POM Investment Strategies, LLC
DECREASED
Shares15 from 22
Change-7 (-32%)
Value$9.2K (-$3.6K)
Filed 2026-10-20
Foresight Capital Management Advisors, Inc.
NEW
Shares13
Change+13
Value$8.0K
Filed 2026-10-27
Country Trust Bank
INCREASED
Shares13 from 11
Change+2 (+18%)
Value$8.0K (+$1.6K)
Filed 2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.1K (+$309)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$6.1K (+$308)
Filed 2026-10-08
Navigoe, LLC
DECREASED
Shares9 from 10
Change-1 (-10%)
Value$5 ($0)
Filed 2026-11-04
Highland Investment Advisors LLC
DECREASED
Shares8 from 25
Change-17 (-68%)
Value$4.9K (-$9.6K)
Filed 2026-11-09
Montgomery Financial Services LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$4.9K (+$247)
Filed 2026-11-03
Birchbrook, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$4.9K (+$247)
Filed 2026-10-14
Chapman Financial Group, LLC
NEW
Shares5
Change+5
Value$3.1K
Filed 2026-10-26
Duncker Streett & Co Inc
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$2.4K (-$458)
Filed 2026-10-27
3 Factor Indexing, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.4K (+$124)
Filed 2026-10-15
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.8K (+$217)
Filed 2026-10-01
Monetary Solutions, Ltd
NEW
Shares2
Change+2
Value$1.2K
Filed 2026-10-22
Prudent Man Investment Management, Inc.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$1.2K (+$1.0K)
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$1.2K (+$643)
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.2K (+$62)
Filed 2026-10-15
Kimelman & Baird, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.2K (+$62)
Filed 2026-11-03
Security National Bank
NEW
Shares1
Change+1
Value$612
Filed 2026-10-26
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 51,335
Change-51,335 (-100%)
Value$0 (-$29.8M)
Filed 2026-11-03
Ariose Capital Management Ltd
CLOSED
Shares0 from 40,007
Change-40,007 (-100%)
Value$0 (-$23.2M)
Filed 2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 36,231
Change-36,231 (-100%)
Value$0 (-$21.0M)
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 36,092
Change-36,092 (-100%)
Value$0 (-$21.0M)
Filed 2026-11-04
Diversified Trust Co
CLOSED
Shares0 from 30,504
Change-30,504 (-100%)
Value$0 (-$17.7M)
Filed 2026-11-06
SeaTown Holdings Pte. Ltd.
CLOSED
Shares0 from 29,000
Change-29,000 (-100%)
Value$0 (-$16.8M)
Filed 2026-10-07
Agur Provident & Training Funds Management LTD
CLOSED
Shares0 from 22,435
Change-22,435 (-100%)
Value$0 (-$122.6K)
Filed 2026-11-02
Q Fund Management (Hong Kong) Ltd
CLOSED
Shares0 from 19,100
Change-19,100 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-14
Herald Investment Management Ltd
CLOSED
Shares0 from 18,820
Change-18,820 (-100%)
Value$0 (-$10.9M)
Filed 2026-10-05
LEE Johnson Capital Management, LLC
CLOSED
Shares0 from 14,255
Change-14,255 (-100%)
Value$0 (-$8.3M)
Filed 2026-11-09
Robeco Schweiz AG
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-23
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 13,826
Change-13,826 (-100%)
Value$0 (-$8.0M)
Filed 2026-10-16
McKinney Capital Management, LLC
CLOSED
Shares0 from 13,704
Change-13,704 (-100%)
Value$0 (-$8.0M)
Filed 2026-11-06
Dara Capital US, Inc.
CLOSED
Shares0 from 11,875
Change-11,875 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-29
Arete Wealth Advisors, LLC
CLOSED
Shares0 from 10,124
Change-10,124 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-09
Twin Peaks Capital Ltd
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-03
WIN Advisors, Inc
CLOSED
Shares0 from 9,755
Change-9,755 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-06
Retireful, LLC
CLOSED
Shares0 from 5,487
Change-5,487 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-09
Tejara Capital Ltd
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-09
Pavaki Capital Management LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-26
Q3 Asset Management
CLOSED
Shares0 from 3,798
Change-3,798 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-06
Chesapeake Capital Corp
CLOSED
Shares0 from 3,652
Change-3,652 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-09
Shaker Investments LLC
CLOSED
Shares0 from 3,548
Change-3,548 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,367
Change-2,367 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Tuttle Capital Management, LLC
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Impact Investors, Inc
CLOSED
Shares0 from 1,389
Change-1,389 (-100%)
Value$0 (-$807.2K)
Filed 2026-11-02
Axiom Investment Management LLC
CLOSED
Shares0 from 1,281
Change-1,281 (-100%)
Value$0 (-$744.1K)
Filed 2026-11-03
Rinkey Investments
CLOSED
Shares0 from 1,157
Change-1,157 (-100%)
Value$0 (-$672.1K)
Filed 2026-10-28
IvyRock Asset Management (HK) Ltd
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$580.9K)
Filed 2026-11-06
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$474.2K)
Filed 2026-10-09
Helium Advisors LLC
CLOSED
Shares0 from 709
Change-709 (-100%)
Value$0 (-$411.9K)
Filed 2026-10-23
Scarborough Advisors, LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$312.3K)
Filed 2026-10-16
Seek First Inc.
CLOSED
Shares0 from 589
Change-589 (-100%)
Value$0 (-$342.2K)
Filed 2026-10-27
Verus Wealth Management, LLC
CLOSED
Shares0 from 536
Change-536 (-100%)
Value$0 (-$311.4K)
Filed 2026-10-13
Eley Financial Management, Inc
CLOSED
Shares0 from 529
Change-529 (-100%)
Value$0 (-$307.3K)
Filed 2026-11-03
Navalign, LLC
CLOSED
Shares0 from 523
Change-523 (-100%)
Value$0 (-$303.8K)
Filed 2026-11-09
Akuna Securities LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$302.1K)
Filed 2026-11-09
Hofer & Associates. Inc
CLOSED
Shares0 from 491
Change-491 (-100%)
Value$0 (-$285.2K)
Filed 2026-10-13
Vigilare Wealth Management
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$271.0K)
Filed 2026-10-29
Single Point Partners, LLC
CLOSED
Shares0 from 462
Change-462 (-100%)
Value$0 (-$268.4K)
Filed 2026-10-19
Davidson Trust Co
CLOSED
Shares0 from 453
Change-453 (-100%)
Value$0 (-$263.2K)
Filed 2026-10-09
Semanteon Capital Management, LP
CLOSED
Shares0 from 452
Change-452 (-100%)
Value$0 (-$262.6K)
Filed 2026-11-09
Elco Management Co., LLC
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$251.0K)
Filed 2026-10-14
Wisconsin Wealth Advisors, LLC
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$239.3K)
Filed 2026-10-08
Fiera Capital Corp
CLOSED
Shares0 from 404
Change-404 (-100%)
Value$0 (-$234.7K)
Filed 2026-11-06
Clark Financial Services Group Inc
CLOSED
Shares0 from 404
Change-404 (-100%)
Value$0 (-$234.7K)
Filed 2026-10-19
Thoma Capital Management LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$232.4K)
Filed 2026-10-19
Amarillo National Bank
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$231.2K)
Filed 2026-10-23
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-13
Atala Financial Inc
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-22
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 383
Change-383 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-15
Vista Investment Partners II, LLC
CLOSED
Shares0 from 376
Change-376 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-15
North Capital, Inc.
CLOSED
Shares0 from 364
Change-364 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-16
Central Valley Advisors, LLC
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-27
VCI Wealth Management LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 353
Change-353 (-100%)
Value$0 (-$205.1K)
Filed 2026-11-05
Midwest Financial Network, LLC
CLOSED
Shares0 from 351
Change-351 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-13
Carmel Capital Partners, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$159.8K)
Filed 2026-11-03
Obsidian CIO, LLC
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$137.7K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$136.5K)
Filed 2026-11-03
Heritage Wealth Advisors
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$99.3K)
Filed 2026-11-09
Park Place Capital Corp
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$81.9K)
Filed 2026-11-09
Founders Capital Management
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$69.7K)
Filed 2026-10-13
Pilgrim Partners Asia Pte Ltd
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$58.1K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$44.1K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$36.0K)
Filed 2026-10-20
Sims Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$20.4K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$5)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-26
Evolution Advisers, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$2)
Filed 2026-11-06
Islay Capital Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$581)
Filed 2026-10-20
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$8.7M (-$580.8K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3.8M (+$305.5K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 150,301,510
Change-150,301,510 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 106,500,177
Change-106,500,177 (-100%)
Value—
State Street Corp
N/A
Shares— from 74,361,687
Change-74,361,687 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 53,171,203
Change-53,171,203 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 40,309,233
Change-40,309,233 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 37,929,920
Change-37,929,920 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 35,938,258
Change-35,938,258 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,558,552
Change-25,558,552 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 24,286,371
Change-24,286,371 (-100%)
Value—
Norges Bank
N/A
Shares— from 23,361,170
Change-23,361,170 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 17,548,481
Change-17,548,481 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,689,593
Change-16,689,593 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,755,674
Change-14,755,674 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,088,320
Change-12,088,320 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 12,016,903
Change-12,016,903 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 10,979,868
Change-10,979,868 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 9,972,952
Change-9,972,952 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 9,486,389
Change-9,486,389 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 9,369,499
Change-9,369,499 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 9,334,396
Change-9,334,396 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 9,093,264
Change-9,093,264 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,764,197
Change-6,764,197 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,154,993
Change-6,154,993 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,861,293
Change-5,861,293 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,760,799
Change-5,760,799 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,588,933
Change-5,588,933 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,389,368
Change-5,389,368 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 4,598,475
Change-4,598,475 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,405,819
Change-4,405,819 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 4,325,880
Change-4,325,880 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,273,428
Change-4,273,428 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,196,886
Change-4,196,886 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,898,210
Change-3,898,210 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 3,836,091
Change-3,836,091 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,600,765
Change-3,600,765 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,589,211
Change-3,589,211 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,520,635
Change-3,520,635 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 3,462,632
Change-3,462,632 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 3,455,156
Change-3,455,156 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,451,587
Change-3,451,587 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,165,056
Change-3,165,056 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 3,087,134
Change-3,087,134 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,082,478
Change-3,082,478 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,075,557
Change-3,075,557 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,875,436
Change-2,875,436 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 2,843,290
Change-2,843,290 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,798,589
Change-2,798,589 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,473,319
Change-2,473,319 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,471,796
Change-2,471,796 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,395,339
Change-2,395,339 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,380,922
Change-2,380,922 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,325,791
Change-2,325,791 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 2,321,366
Change-2,321,366 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,907,158
Change-1,907,158 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,880,622
Change-1,880,622 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,869,689
Change-1,869,689 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,838,597
Change-1,838,597 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 1,792,849
Change-1,792,849 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,764,039
Change-1,764,039 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,681,437
Change-1,681,437 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,626,384
Change-1,626,384 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,607,891
Change-1,607,891 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,606,963
Change-1,606,963 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,599,430
Change-1,599,430 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,593,366
Change-1,593,366 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,576,451
Change-1,576,451 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,575,270
Change-1,575,270 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,554,391
Change-1,554,391 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,515,419
Change-1,515,419 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 1,509,650
Change-1,509,650 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,508,092
Change-1,508,092 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,498,054
Change-1,498,054 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,460,164
Change-1,460,164 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,444,194
Change-1,444,194 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,417,494
Change-1,417,494 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 1,416,443
Change-1,416,443 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,407,261
Change-1,407,261 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,359,656
Change-1,359,656 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,343,134
Change-1,343,134 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,328,436
Change-1,328,436 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,316,311
Change-1,316,311 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,301,143
Change-1,301,143 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,294,192
Change-1,294,192 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,282,430
Change-1,282,430 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,280,571
Change-1,280,571 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,276,465
Change-1,276,465 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,206,402
Change-1,206,402 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,196,192
Change-1,196,192 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,195,923
Change-1,195,923 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,193,476
Change-1,193,476 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,156,752
Change-1,156,752 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,155,920
Change-1,155,920 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 1,114,253
Change-1,114,253 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,090,409
Change-1,090,409 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,087,155
Change-1,087,155 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,084,575
Change-1,084,575 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,065,164
Change-1,065,164 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 1,047,730
Change-1,047,730 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,020,521
Change-1,020,521 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 984,882
Change-984,882 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 976,833
Change-976,833 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 976,326
Change-976,326 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 965,681
Change-965,681 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 959,849
Change-959,849 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 952,660
Change-952,660 (-100%)
Value—
Dragoneer Investment Group, LLC
N/A
Shares— from 943,987
Change-943,987 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 915,380
Change-915,380 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 883,200
Change-883,200 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 879,325
Change-879,325 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 871,173
Change-871,173 (-100%)
Value—
SRS Investment Management, LLC
N/A
Shares— from 867,370
Change-867,370 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 863,984
Change-863,984 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 861,218
Change-861,218 (-100%)
Value—
Southpoint Capital Advisors LP
N/A
Shares— from 850,000
Change-850,000 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 847,327
Change-847,327 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 834,305
Change-834,305 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 831,728
Change-831,728 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 829,697
Change-829,697 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 819,011
Change-819,011 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 804,661
Change-804,661 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 795,034
Change-795,034 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 789,756
Change-789,756 (-100%)
Value—
Man Group plc
N/A
Shares— from 781,491
Change-781,491 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 767,718
Change-767,718 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 761,241
Change-761,241 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 757,725
Change-757,725 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 757,574
Change-757,574 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 746,707
Change-746,707 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 734,839
Change-734,839 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 734,227
Change-734,227 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 699,047
Change-699,047 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 698,817
Change-698,817 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 692,875
Change-692,875 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 685,802
Change-685,802 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 678,695
Change-678,695 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 674,727
Change-674,727 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 672,555
Change-672,555 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 643,083
Change-643,083 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 637,630
Change-637,630 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 597,244
Change-597,244 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 587,528
Change-587,528 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 569,493
Change-569,493 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 567,313
Change-567,313 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 563,368
Change-563,368 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 554,139
Change-554,139 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 546,274
Change-546,274 (-100%)
Value—
Ossiam
N/A
Shares— from 545,618
Change-545,618 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 538,632
Change-538,632 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 521,947
Change-521,947 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 510,231
Change-510,231 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 508,327
Change-508,327 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 506,708
Change-506,708 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 506,265
Change-506,265 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 504,553
Change-504,553 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 480,509
Change-480,509 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 479,107
Change-479,107 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 464,664
Change-464,664 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 458,936
Change-458,936 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 452,304
Change-452,304 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 444,158
Change-444,158 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 441,188
Change-441,188 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 436,872
Change-436,872 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 434,374
Change-434,374 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 428,637
Change-428,637 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 427,038
Change-427,038 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 426,204
Change-426,204 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 425,397
Change-425,397 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 417,277
Change-417,277 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 416,800
Change-416,800 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 409,800
Change-409,800 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 408,672
Change-408,672 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 403,081
Change-403,081 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 388,000
Change-388,000 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 380,784
Change-380,784 (-100%)
Value—
FIL Ltd
N/A
Shares— from 380,469
Change-380,469 (-100%)
Value—
ING Groep NV
N/A
Shares— from 379,480
Change-379,480 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 379,029
Change-379,029 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 368,061
Change-368,061 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 365,075
Change-365,075 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 347,501
Change-347,501 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 332,377
Change-332,377 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 331,013
Change-331,013 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 328,183
Change-328,183 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 325,655
Change-325,655 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 325,139
Change-325,139 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 322,900
Change-322,900 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 314,887
Change-314,887 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 314,766
Change-314,766 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 311,181
Change-311,181 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 298,410
Change-298,410 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 297,342
Change-297,342 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 291,735
Change-291,735 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 286,441
Change-286,441 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 286,249
Change-286,249 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 275,792
Change-275,792 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 274,074
Change-274,074 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 263,722
Change-263,722 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 257,240
Change-257,240 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 254,343
Change-254,343 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 251,408
Change-251,408 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 250,731
Change-250,731 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 249,821
Change-249,821 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 246,968
Change-246,968 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 246,489
Change-246,489 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 246,426
Change-246,426 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 244,424
Change-244,424 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 243,120
Change-243,120 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 240,012
Change-240,012 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 237,958
Change-237,958 (-100%)
Value—
Blair William & Co
N/A
Shares— from 235,214
Change-235,214 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 230,717
Change-230,717 (-100%)
Value—
Dream Peak Capital Ltd
N/A
Shares— from 229,692
Change-229,692 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 226,806
Change-226,806 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 224,942
Change-224,942 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 224,378
Change-224,378 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 224,070
Change-224,070 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 222,698
Change-222,698 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 220,339
Change-220,339 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 220,170
Change-220,170 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 220,000
Change-220,000 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 217,921
Change-217,921 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 217,777
Change-217,777 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 217,647
Change-217,647 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 215,311
Change-215,311 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 208,567
Change-208,567 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 203,922
Change-203,922 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 201,675
Change-201,675 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 198,184
Change-198,184 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 197,500
Change-197,500 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 196,985
Change-196,985 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 196,385
Change-196,385 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 196,072
Change-196,072 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 185,688
Change-185,688 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 184,561
Change-184,561 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 183,136
Change-183,136 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 182,059
Change-182,059 (-100%)
Value—
Commerce Bank
N/A
Shares— from 176,903
Change-176,903 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 176,678
Change-176,678 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 173,416
Change-173,416 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 172,552
Change-172,552 (-100%)
Value—
Munro Partners
N/A
Shares— from 171,716
Change-171,716 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 171,100
Change-171,100 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 170,500
Change-170,500 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 167,620
Change-167,620 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 164,810
Change-164,810 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 163,019
Change-163,019 (-100%)
Value—
Nishkama Capital, LLC
N/A
Shares— from 159,888
Change-159,888 (-100%)
Value—
Prudential PLC
N/A
Shares— from 157,485
Change-157,485 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 157,324
Change-157,324 (-100%)
Value—
Allstate Corp
N/A
Shares— from 156,785
Change-156,785 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 155,600
Change-155,600 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 149,062
Change-149,062 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 148,905
Change-148,905 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 148,069
Change-148,069 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 147,307
Change-147,307 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 146,710
Change-146,710 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 146,368
Change-146,368 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 140,070
Change-140,070 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 134,965
Change-134,965 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 134,039
Change-134,039 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 131,260
Change-131,260 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 126,671
Change-126,671 (-100%)
Value—
Advent International, L.P.
N/A
Shares— from 125,823
Change-125,823 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 125,128
Change-125,128 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Mirova
N/A
Shares— from 124,492
Change-124,492 (-100%)
Value—
&partners
N/A
Shares— from 121,087
Change-121,087 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 120,487
Change-120,487 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 119,373
Change-119,373 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 118,865
Change-118,865 (-100%)
Value—
Avala Global LP
N/A
Shares— from 118,500
Change-118,500 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 118,257
Change-118,257 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 114,997
Change-114,997 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 114,423
Change-114,423 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 111,500
Change-111,500 (-100%)
Value—
Light Street Capital Management, LLC
N/A
Shares— from 109,500
Change-109,500 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 108,775
Change-108,775 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 107,932
Change-107,932 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 107,076
Change-107,076 (-100%)
Value—
Shannon River Fund Management LLC
N/A
Shares— from 105,751
Change-105,751 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 101,669
Change-101,669 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 101,666
Change-101,666 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 101,266
Change-101,266 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 100,025
Change-100,025 (-100%)
Value—
Ma Investment Partnership, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 99,931
Change-99,931 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 99,363
Change-99,363 (-100%)
Value—
Alta Park Capital, LP
N/A
Shares— from 99,017
Change-99,017 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 98,563
Change-98,563 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 98,370
Change-98,370 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 98,358
Change-98,358 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 97,612
Change-97,612 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 96,568
Change-96,568 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 96,502
Change-96,502 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 95,987
Change-95,987 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 95,975
Change-95,975 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 95,574
Change-95,574 (-100%)
Value—
Dnca Finance
N/A
Shares— from 95,550
Change-95,550 (-100%)
Value—
Atika Capital Management LLC
N/A
Shares— from 95,500
Change-95,500 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 94,750
Change-94,750 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 94,662
Change-94,662 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 94,607
Change-94,607 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 94,112
Change-94,112 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 94,000
Change-94,000 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 93,000
Change-93,000 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 92,512
Change-92,512 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 90,163
Change-90,163 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 89,415
Change-89,415 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 87,370
Change-87,370 (-100%)
Value—
CIBC Capital Markets (Europe) S.A.
N/A
Shares— from 85,421
Change-85,421 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 85,318
Change-85,318 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 85,049
Change-85,049 (-100%)
Value—
EFG International AG
N/A
Shares— from 84,631
Change-84,631 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 84,425
Change-84,425 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 84,099
Change-84,099 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 83,054
Change-83,054 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 82,797
Change-82,797 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 82,041
Change-82,041 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 80,206
Change-80,206 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 79,986
Change-79,986 (-100%)
Value—
Allianz SE
N/A
Shares— from 79,858
Change-79,858 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 77,973
Change-77,973 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 77,021
Change-77,021 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 76,529
Change-76,529 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 75,844
Change-75,844 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 73,749
Change-73,749 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 73,374
Change-73,374 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 72,900
Change-72,900 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 72,777
Change-72,777 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 72,398
Change-72,398 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 71,709
Change-71,709 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 71,596
Change-71,596 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 71,085
Change-71,085 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 70,643
Change-70,643 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 70,540
Change-70,540 (-100%)
Value—
Talos Eurisko Asset Management LP
N/A
Shares— from 69,200
Change-69,200 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 68,218
Change-68,218 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 68,098
Change-68,098 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 67,712
Change-67,712 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 67,587
Change-67,587 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 67,500
Change-67,500 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 66,972
Change-66,972 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 66,599
Change-66,599 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 66,586
Change-66,586 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 66,510
Change-66,510 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 66,473
Change-66,473 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 66,102
Change-66,102 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 65,046
Change-65,046 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 64,107
Change-64,107 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 63,650
Change-63,650 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 63,603
Change-63,603 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 63,030
Change-63,030 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 62,522
Change-62,522 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 61,611
Change-61,611 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 60,963
Change-60,963 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 60,818
Change-60,818 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 60,608
Change-60,608 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 60,185
Change-60,185 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 59,379
Change-59,379 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 58,823
Change-58,823 (-100%)
Value—
HMI Capital Management, L.P.
N/A
Shares— from 58,800
Change-58,800 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 58,510
Change-58,510 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 58,314
Change-58,314 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 58,056
Change-58,056 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 57,726
Change-57,726 (-100%)
Value—
BNP Paribas
N/A
Shares— from 57,711
Change-57,711 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 57,607
Change-57,607 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 56,702
Change-56,702 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 56,328
Change-56,328 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 55,978
Change-55,978 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 55,967
Change-55,967 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 54,977
Change-54,977 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 54,247
Change-54,247 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 53,841
Change-53,841 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 53,754
Change-53,754 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 53,442
Change-53,442 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 53,364
Change-53,364 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 53,299
Change-53,299 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 52,964
Change-52,964 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 52,765
Change-52,765 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 52,280
Change-52,280 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 52,015
Change-52,015 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 51,834
Change-51,834 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 51,791
Change-51,791 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 51,157
Change-51,157 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 50,863
Change-50,863 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 50,757
Change-50,757 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 50,750
Change-50,750 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 49,428
Change-49,428 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 49,246
Change-49,246 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 49,188
Change-49,188 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 49,111
Change-49,111 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 48,845
Change-48,845 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 48,651
Change-48,651 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 48,518
Change-48,518 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 48,290
Change-48,290 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 47,675
Change-47,675 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 47,669
Change-47,669 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 47,448
Change-47,448 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 46,971
Change-46,971 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 46,306
Change-46,306 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 46,000
Change-46,000 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 45,226
Change-45,226 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 44,860
Change-44,860 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 44,433
Change-44,433 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 44,252
Change-44,252 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 44,144
Change-44,144 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 43,874
Change-43,874 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 43,514
Change-43,514 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 42,959
Change-42,959 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 42,397
Change-42,397 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 42,191
Change-42,191 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 41,833
Change-41,833 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 41,382
Change-41,382 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 41,290
Change-41,290 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 41,206
Change-41,206 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 40,172
Change-40,172 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 39,918
Change-39,918 (-100%)
Value—
Cooper Creek Partners Management LLC
N/A
Shares— from 39,846
Change-39,846 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 39,597
Change-39,597 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 38,710
Change-38,710 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 38,338
Change-38,338 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 38,191
Change-38,191 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 37,165
Change-37,165 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 36,872
Change-36,872 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 36,402
Change-36,402 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 36,159
Change-36,159 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 35,185
Change-35,185 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 35,130
Change-35,130 (-100%)
Value—
KR Capital LP
N/A
Shares— from 35,043
Change-35,043 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,039
Change-35,039 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 34,664
Change-34,664 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 34,512
Change-34,512 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 34,416
Change-34,416 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 34,387
Change-34,387 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 33,936
Change-33,936 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 33,699
Change-33,699 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 33,629
Change-33,629 (-100%)
Value—
Hidden Lake Asset Management LP
N/A
Shares— from 33,594
Change-33,594 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 33,512
Change-33,512 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 32,963
Change-32,963 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 32,906
Change-32,906 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 31,722
Change-31,722 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 31,548
Change-31,548 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 31,383
Change-31,383 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 31,267
Change-31,267 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 31,052
Change-31,052 (-100%)
Value—
Stephens Inc
N/A
Shares— from 31,039
Change-31,039 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 30,810
Change-30,810 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 30,726
Change-30,726 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 30,474
Change-30,474 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 29,694
Change-29,694 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 28,786
Change-28,786 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 28,284
Change-28,284 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 28,007
Change-28,007 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 27,800
Change-27,800 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 27,750
Change-27,750 (-100%)
Value—
Wealth High Governance Capital Ltda
N/A
Shares— from 27,602
Change-27,602 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 27,596
Change-27,596 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 27,494
Change-27,494 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 27,276
Change-27,276 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 27,119
Change-27,119 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 26,968
Change-26,968 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 26,781
Change-26,781 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 26,745
Change-26,745 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,563
Change-26,563 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 26,328
Change-26,328 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 26,203
Change-26,203 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 26,180
Change-26,180 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 26,029
Change-26,029 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 25,820
Change-25,820 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,705
Change-25,705 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 25,657
Change-25,657 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 25,463
Change-25,463 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 25,415
Change-25,415 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,311
Change-25,311 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 25,294
Change-25,294 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 24,403
Change-24,403 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 24,103
Change-24,103 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 24,035
Change-24,035 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 24,032
Change-24,032 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 23,763
Change-23,763 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 23,637
Change-23,637 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 23,604
Change-23,604 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 23,540
Change-23,540 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 23,285
Change-23,285 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 23,179
Change-23,179 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 22,919
Change-22,919 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 22,815
Change-22,815 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 22,624
Change-22,624 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 22,615
Change-22,615 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 22,609
Change-22,609 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 22,580
Change-22,580 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 21,945
Change-21,945 (-100%)
Value—
Totem Point Management, LLC
N/A
Shares— from 21,892
Change-21,892 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 21,301
Change-21,301 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 21,165
Change-21,165 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 21,127
Change-21,127 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 21,007
Change-21,007 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 20,907
Change-20,907 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 20,850
Change-20,850 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 20,370
Change-20,370 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 20,333
Change-20,333 (-100%)
Value—
Step Capital Management Pte. Ltd.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 19,868
Change-19,868 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 19,824
Change-19,824 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 19,462
Change-19,462 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 19,393
Change-19,393 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 19,373
Change-19,373 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 19,301
Change-19,301 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 18,938
Change-18,938 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 18,854
Change-18,854 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 18,826
Change-18,826 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 18,804
Change-18,804 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 18,647
Change-18,647 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 18,583
Change-18,583 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 18,491
Change-18,491 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 18,468
Change-18,468 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 18,459
Change-18,459 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 18,254
Change-18,254 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 18,251
Change-18,251 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 18,116
Change-18,116 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 17,875
Change-17,875 (-100%)
Value—
Lagoda Investment Management, L.P.
N/A
Shares— from 17,825
Change-17,825 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 17,257
Change-17,257 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 16,826
Change-16,826 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 16,163
Change-16,163 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 16,079
Change-16,079 (-100%)
Value—
KP Management LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 15,824
Change-15,824 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 15,823
Change-15,823 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 15,792
Change-15,792 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 15,785
Change-15,785 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,767
Change-15,767 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 15,729
Change-15,729 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 15,647
Change-15,647 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 15,645
Change-15,645 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 15,331
Change-15,331 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 15,245
Change-15,245 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 15,223
Change-15,223 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 15,149
Change-15,149 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Long Corridor Asset Management Ltd
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 14,921
Change-14,921 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 14,916
Change-14,916 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 14,838
Change-14,838 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 14,664
Change-14,664 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 14,534
Change-14,534 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 14,513
Change-14,513 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 14,513
Change-14,513 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 14,292
Change-14,292 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 14,026
Change-14,026 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 13,978
Change-13,978 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 13,933
Change-13,933 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 13,796
Change-13,796 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 13,750
Change-13,750 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 13,481
Change-13,481 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 13,455
Change-13,455 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,430
Change-13,430 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 13,262
Change-13,262 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 13,225
Change-13,225 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 13,172
Change-13,172 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 12,960
Change-12,960 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 12,848
Change-12,848 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 12,822
Change-12,822 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 12,777
Change-12,777 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 12,686
Change-12,686 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,634
Change-12,634 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 12,533
Change-12,533 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,346
Change-12,346 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,346
Change-12,346 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 12,293
Change-12,293 (-100%)
Value—
Bamco Inc
N/A
Shares— from 12,293
Change-12,293 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 12,240
Change-12,240 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12,191
Change-12,191 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 12,189
Change-12,189 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 12,069
Change-12,069 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 12,027
Change-12,027 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 11,765
Change-11,765 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 11,548
Change-11,548 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 11,290
Change-11,290 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 11,151
Change-11,151 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 11,103
Change-11,103 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 10,857
Change-10,857 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,736
Change-10,736 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 10,658
Change-10,658 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 10,642
Change-10,642 (-100%)
Value—
Night Squared LP
N/A
Shares— from 10,634
Change-10,634 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 10,628
Change-10,628 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 10,591
Change-10,591 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,581
Change-10,581 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 10,418
Change-10,418 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 10,321
Change-10,321 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 10,218
Change-10,218 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,190
Change-10,190 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 10,172
Change-10,172 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,135
Change-10,135 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,091
Change-10,091 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 9,808
Change-9,808 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 9,797
Change-9,797 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 9,736
Change-9,736 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 9,708
Change-9,708 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 9,526
Change-9,526 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,466
Change-9,466 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 9,352
Change-9,352 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 9,337
Change-9,337 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 9,336
Change-9,336 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 9,196
Change-9,196 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 9,181
Change-9,181 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 9,181
Change-9,181 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,940
Change-8,940 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,863
Change-8,863 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 8,821
Change-8,821 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 8,740
Change-8,740 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 8,493
Change-8,493 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 8,197
Change-8,197 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 8,079
Change-8,079 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 8,026
Change-8,026 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 8,006
Change-8,006 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 7,817
Change-7,817 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,682
Change-7,682 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 7,646
Change-7,646 (-100%)
Value—
Ai-Squared Management Ltd
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,571
Change-7,571 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 7,560
Change-7,560 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 7,521
Change-7,521 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 7,431
Change-7,431 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 7,410
Change-7,410 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 7,226
Change-7,226 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7,202
Change-7,202 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 7,055
Change-7,055 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 6,988
Change-6,988 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,948
Change-6,948 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,879
Change-6,879 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Capital International LTD
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 6,762
Change-6,762 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
Watchtower Advisors, LP
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 6,590
Change-6,590 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,520
Change-6,520 (-100%)
Value—
Altrafin AG
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,485
Change-6,485 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 6,404
Change-6,404 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 6,311
Change-6,311 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 6,057
Change-6,057 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 6,039
Change-6,039 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,954
Change-5,954 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 5,871
Change-5,871 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 5,862
Change-5,862 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,817
Change-5,817 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 5,582
Change-5,582 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 5,558
Change-5,558 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Fact Capital, LP
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 5,538
Change-5,538 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 5,438
Change-5,438 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,378
Change-5,378 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 5,292
Change-5,292 (-100%)
Value—
Bank of Marin
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 5,213
Change-5,213 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,997
Change-4,997 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 4,952
Change-4,952 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 4,832
Change-4,832 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Mozayyx Management LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Members Trust Co
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,635
Change-4,635 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,607
Change-4,607 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 4,554
Change-4,554 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 4,407
Change-4,407 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 4,276
Change-4,276 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Dockside LLC
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Corient IA LP
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 4,023
Change-4,023 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 3,714
Change-3,714 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2,732
Change-2,732 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
United Bank
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
American Trust
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
III Capital Management
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
First Washington Corp
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Anatole Investment Management Ltd
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Monolith Management Ltd
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 993
Change-993 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 992
Change-992 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 988
Change-988 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 986
Change-986 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 977
Change-977 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 974
Change-974 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 933
Change-933 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 931
Change-931 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 905
Change-905 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 896
Change-896 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 889
Change-889 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 875
Change-875 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 871
Change-871 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 869
Change-869 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 867
Change-867 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 864
Change-864 (-100%)
Value—
AXA S.A.
N/A
Shares— from 862
Change-862 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 859
Change-859 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 855
Change-855 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
S&T Bank
N/A
Shares— from 846
Change-846 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 846
Change-846 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 841
Change-841 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 841
Change-841 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 841
Change-841 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 820
Change-820 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 820
Change-820 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 820
Change-820 (-100%)
Value—
OV Management LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 802
Change-802 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 796
Change-796 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 787
Change-787 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 782
Change-782 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 779
Change-779 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 761
Change-761 (-100%)
Value—
Varcov Co.
N/A
Shares— from 760
Change-760 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 752
Change-752 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 744
Change-744 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 733
Change-733 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 725
Change-725 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 717
Change-717 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 708
Change-708 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 707
Change-707 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 696
Change-696 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 690
Change-690 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 683
Change-683 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 676
Change-676 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 663
Change-663 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 662
Change-662 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 636
Change-636 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 633
Change-633 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 625
Change-625 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 616
Change-616 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 616
Change-616 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 614
Change-614 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 611
Change-611 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 604
Change-604 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 603
Change-603 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 590
Change-590 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 582
Change-582 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Quarry LP
N/A
Shares— from 567
Change-567 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 551
Change-551 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 550
Change-550 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 549
Change-549 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 544
Change-544 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 543
Change-543 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 540
Change-540 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 538
Change-538 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 537
Change-537 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 523
Change-523 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 519
Change-519 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 511
Change-511 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 505
Change-505 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 472
Change-472 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 452
Change-452 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 441
Change-441 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 431
Change-431 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 428
Change-428 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 419
Change-419 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 418
Change-418 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 417
Change-417 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 413
Change-413 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 403
Change-403 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 379
Change-379 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 372
Change-372 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 368
Change-368 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 361
Change-361 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 345
Change-345 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 295
Change-295 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 270
Change-270 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 262
Change-262 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 235
Change-235 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
NCP Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 190
Change-190 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 185
Change-185 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 171
Change-171 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Osterweis Capital Management Inc
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Shares— from 150
Change-150 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 140
Change-140 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 114
Change-114 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 102
Change-102 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 100
Change-100 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 69
Change-69 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 68
Change-68 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 42
Change-42 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 40
Change-40 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 40
Change-40 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
Mizuho Financial Group Inc
N/A
Shares— from 20
Change-20 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 16
Change-16 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED40,409,65239,568,601+841,051+2%$22.9B$24.7B+$1.7B2026-11-06
Amundi
INCREASED14,736,59111,409,427+3,327,164+29%$6.6B$9.0B+$2.4B2026-11-06
Bank of New York Mellon Corp
INCREASED10,723,20710,224,506+498,701+5%$5.9B$6.6B+$620.5M2026-11-05
Deutsche Bank Ag\
INCREASED9,252,5168,030,571+1,221,945+15%$4.7B$5.7B+$995.3M2026-11-06
Barclays PLC
DECREASED6,823,1148,297,385-1,474,271-18%$4.8B$4.2B-$645.9M2026-11-06
Assenagon Asset Management S.A.
DECREASED5,052,1485,320,075-267,927-5%$3.1B$3.1B+$217.3K2026-10-15
Citigroup Inc
DECREASED4,837,2786,381,037-1,543,759-24%$3.7B$3.0B-$747.6M2026-11-04
Swedbank AB
INCREASED4,571,8094,243,802+328,007+8%$2.5B$2.8B+$331.6M2026-10-27
Bank of Montreal
DECREASED4,489,3594,967,357-477,998-10%$2.9B$2.7B-$139.2M2026-11-09
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED4,412,7334,162,609+250,124+6%$2.4B$2.7B+$281.4M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED4,346,9324,888,302-541,370-11%$2.8B$2.7B-$180.4M2026-10-29
Mirabaud Asset Management Ltd
INCREASED3,538,0003,668+3,534,332+96356%$2.0M$2.1B+$2.1B2026-11-09
Dimensional Fund Advisors LP
DECREASED3,237,8063,937,191-699,385-18%$2.3B$2.0B-$306.1M2026-11-04
Nordea Investment Management AB
DECREASED3,044,6863,200,884-156,198-5%$1.8B$1.8B+$54.5M2026-11-09
LPL Financial LLC
INCREASED2,427,4292,402,836+24,593+1%$1.4B$1.5B+$89.2M2026-11-06
Principal Financial Group Inc
INCREASED2,344,6862,040,946+303,740+15%$1.2B$1.4B+$248.8M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED2,124,7712,016,713+108,058+5%$1.2B$1.3B+$128.3M2026-11-03
ProShare Advisors LLC
INCREASED2,063,5661,947,427+116,139+6%$1.1B$1.3B+$131.1M2026-10-29
Aberdeen Group plc
INCREASED1,954,9441,460,592+494,352+34%$848.5M$1.2B+$347.5M2026-11-06
Pictet Asset Management Holding SA
INCREASED1,919,0401,808,384+110,656+6%$1.1B$1.2B+$123.7M2026-11-03
Russell Investments Group, Ltd.
INCREASED1,819,8891,741,753+78,136+4%$997.8M$1.1B+$114.7M2026-11-06
KBC Group NV
INCREASED1,460,2141,057,142+403,072+38%$614.1M$893.3M+$279.2M2026-10-22
Parnassus Investments, LLC
DECREASED1,446,9662,329,523-882,557-38%$1.4B$885.2M-$468.0M2026-10-22
Neos Investment Management LLC
INCREASED1,402,3031,237,396+164,907+13%$718.8M$857.9M+$139.1M2026-11-04
Bessemer Group Inc
INCREASED1,306,0941,191,421+114,673+10%$692.1M$799.0M+$106.9M2026-11-09
Eurizon Capital SGR S.p.A.
INCREASED1,304,9941,187,497+117,497+10%$680.2M$797.5M+$117.3M2026-11-06
Robeco Institutional Asset Management B.V.
INCREASED1,289,6861,093,161+196,525+18%$635.0M$789.0M+$154.0M2026-10-20
New York State Teachers Retirement System
DECREASED1,213,3141,258,935-45,621-4%$731.3M$742.3M+$10.9M2026-10-22
Danske Bank A/S
DECREASED1,171,7331,902,942-731,209-38%$1.1B$716.8M-$388.6M2026-11-09
US Bancorp \de\
DECREASED1,081,3351,107,002-25,667-2%$643.1M$661.5M+$18.4M2026-11-05
OFI Invest Asset Management
INCREASED1,048,881699,736+349,145+50%$356.4M$565.8M+$209.4M2026-11-06
Handelsbanken Fonder AB
INCREASED1,010,5071,000,860+9,647+1%$581.4M$618.2M+$36.8M2026-11-09
PFA Pension, Forsikringsaktieselskab
DECREASED975,752999,509-23,757-2%$580.6M$596.9M+$16.3M2026-11-06
Acadian Asset Management LLC
DECREASED960,585967,628-7,043-1%$562.1M$587.6M+$25.5M2026-11-09
Alecta Tjanstepension Omsesidigt
DECREASED928,000961,600-33,600-3%$557.9M$567.7M+$9.8M2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED904,635816,984+87,651+11%$441.9M$557.0M+$115.1M2026-11-04
CIBC Asset Management Inc
INCREASED830,730781,657+49,073+6%$454.1M$508.2M+$54.1M2026-11-05
Thrivent Financial for Lutherans
DECREASED827,666842,788-15,122-2%$489.5M$506.4M+$16.9M2026-11-05
Squarepoint Ops LLC
DECREASED794,5881,023,051-228,463-22%$594.3M$486.1M-$108.2M2026-11-09
Creative Planning
INCREASED794,278769,530+24,748+3%$447.0M$485.9M+$38.9M2026-11-02
William Blair Investment Management, LLC
INCREASED783,197763,517+19,680+3%$443.5M$479.1M+$35.6M2026-11-06
Asset Management One Co., Ltd.
INCREASED775,725762,209+13,516+2%$442.8M$474.6M+$31.8M2026-10-27
MacKenzie Financial Corp
INCREASED742,198666,172+76,026+11%$387.0M$454.0M+$67.1M2026-11-02
State of Michigan Retirement System
DECREASED737,453790,453-53,000-7%$459.2M$451.1M-$8.0M2026-10-27
PNC Financial Services Group, Inc.
INCREASED711,742684,646+27,096+4%$397.7M$435.4M+$37.7M2026-11-06
Candriam S.C.A.
INCREASED684,015658,159+25,856+4%$382.0M$420.0M+$38.0M2026-11-03
Cardano Risk Management B.V.
INCREASED683,858506,119+177,739+35%$294.0M$418.4M+$124.3M2026-10-20
Retirement Systems of Alabama
INCREASED678,654413,666+264,988+64%$240.3M$415.2M+$174.9M2026-11-04
Quilter Plc
DECREASED663,518743,855-80,337-11%$432.1M$405.9M-$26.2M2026-10-21
GF Fund Management Co. Ltd.
INCREASED643,398619,172+24,226+4%$359.7M$393.6M+$33.9M2026-10-26
Fifth Third Bancorp
INCREASED638,406541,215+97,191+18%$314.4M$390.6M+$76.2M2026-11-05
Nykredit A/S
INCREASED637,266632,366+4,900+1%$367.3M$389.9M+$22.5M2026-11-06
SEB Asset Management AB
DECREASED614,019640,029-26,010-4%$371.8M$375.6M+$3.8M2026-11-04
UniSuper Management Pty Ltd
INCREASED613,615517,477+96,138+19%$300.6M$375.4M+$74.8M2026-10-26
Fisher Asset Management, LLC
INCREASED604,283590,783+13,500+2%$343.2M$369.7M+$26.5M2026-11-06
AGF Management LTD
DECREASED576,7581,013,047-436,289-43%$588.5M$352.8M-$235.7M2026-11-03
Daiwa Securities Group Inc.
INCREASED569,214548,447+20,767+4%$318.6M$348.2M+$29.6M2026-10-29
Strs Ohio
DECREASED563,349587,990-24,641-4%$341.6M$344.6M+$3.1M2026-10-30
Lansforsakringar Fondforvaltning AB (publ)
DECREASED549,871550,498-6270%$319.8M$336.4M+$16.6M2026-11-09
Calamos Advisors LLC
INCREASED546,514540,770+5,744+1%$314.1M$334.3M+$20.2M2026-11-02
Swiss Life Asset Management Ltd
INCREASED539,605508,975+30,630+6%$295.7M$330.1M+$34.4M2026-11-03
State of New Jersey Common Pension Fund D
DECREASED526,612527,156-5440%$306.2M$322.2M+$15.9M2026-11-05
Truist Financial Corp
INCREASED501,932457,878+44,054+10%$266.0M$307.1M+$41.1M2026-10-30
Xponance LLC
INCREASED480,662461,498+19,164+4%$268.1M$294.0M+$26.0M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED480,594474,894+5,700+1%$275.9M$294.0M+$18.1M2026-10-08
Czech National Bank
INCREASED469,049464,132+4,917+1%$269.6M$286.9M+$17.3M2026-10-13
Rakuten Investment Management, Inc.
NEW463,739—+463,739——$281.8M—2026-10-30
Arizona State Retirement System
INCREASED459,876452,388+7,488+2%$262.8M$281.3M+$18.5M2026-11-03
Commonwealth Equity Services, LLC
DECREASED435,881457,923-22,042-5%$266.0M$266.7M+$643.0K2026-11-02
Nisa Investment Advisors, LLC
DECREASED425,561427,999-2,438-1%$248.6M$260.3M+$11.7M2026-10-20
Border to Coast Pensions Partnership Ltd
INCREASED424,765385,689+39,076+10%$223.9M$259.5M+$35.6M2026-10-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED416,532438,633-22,101-5%$254.8M$254.8M+$11.3K2026-10-15
IFM Investors Pty Ltd
INCREASED385,317373,215+12,102+3%$216.8M$235.7M+$18.9M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED377,818333,742+44,076+13%$125.0M$163.0M+$38.0M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED376,193391,703-15,510-4%$227.5M$230.1M+$2.6M2026-11-02
Mirova US LLC
INCREASED363,655249,822+113,833+46%$145.1M$222.5M+$77.3M2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED360,668360,155+513+0%$209.2M$220.6M+$11.4M2026-11-03
Vontobel Holding Ltd.
DECREASED359,488532,757-173,269-33%$309.5M$219.9M-$89.6M2026-10-16
Zevenbergen Capital Investments LLC
DECREASED348,709411,585-62,876-15%$239.1M$213.3M-$25.8M2026-10-08
Wealthfront Advisers LLC
INCREASED338,347332,359+5,988+2%$193.1M$207.0M+$13.9M2026-11-09
Amalgamated Bank
DECREASED321,370328,142-6,772-2%$190.6M$196.6M+$6.0M2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED316,148315,846+302+0%$183.5M$193.4M+$9.9M2026-10-19
ABN Amro Investment Solutions
DECREASED285,866311,262-25,396-8%$180.8M$174.9M-$5.9M2026-10-21
Verus Capital Partners, LLC
DECREASED277,776280,617-2,841-1%$163.0M$169.9M+$6.9M2026-11-03
OP Asset Management Ltd
INCREASED276,460225,757+50,703+22%$131.1M$169.1M+$38.0M2026-11-05
New York Life Investment Management LLC
INCREASED276,188242,459+33,729+14%$140.8M$169.0M+$28.1M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED272,294265,501+6,793+3%$154.2M$166.6M+$12.3M2026-10-20
iA Global Asset Management Inc.
INCREASED262,061212,155+49,906+24%$123.2M$160.3M+$37.1M2026-10-29
Banque Pictet & CIE SA
DECREASED258,076261,773-3,697-1%$152.1M$157.9M+$5.8M2026-10-16
Virginia Retirement Systems ET Al
DECREASED252,384284,286-31,902-11%$165.1M$154.4M-$10.7M2026-10-28
B. Metzler seel. Sohn & Co. AG
DECREASED250,644283,925-33,281-12%$164.9M$153.3M-$11.6M2026-10-30
Salem Investment Counselors Inc
DECREASED250,568261,958-11,390-4%$152.2M$153.3M+$1.1M2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
INCREASED245,927171,724+74,203+43%$99.8M$150.4M+$50.7M2026-10-22
Bank Pictet & Cie (Europe) AG
INCREASED243,937237,061+6,876+3%$137.7M$149.2M+$11.5M2026-10-20
Raiffeisen Bank International AG
DECREASED240,269278,163-37,894-14%$150.1M$146.0M-$4.1M2026-10-28
Police & Firemen's Retirement System of New Jersey
DECREASED239,626243,987-4,361-2%$141.7M$146.6M+$4.9M2026-11-09
Gateway Investment Advisers LLC
INCREASED237,789232,653+5,136+2%$135.2M$145.5M+$10.3M2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
DECREASED232,673237,600-4,927-2%$137.0M$142.2M+$5.2M2026-10-29
TD Waterhouse Canada Inc.
INCREASED230,554141,070+89,484+63%$76.3M$143.8M+$67.5M2026-10-16
Intech Investment Management LLC
DECREASED226,152243,544-17,392-7%$141.5M$138.4M-$3.1M2026-11-09
Achmea Investment Management B.V.
NEW225,470—+225,470——$138.0M—2026-10-30
Assetmark, Inc
INCREASED223,383203,008+20,375+10%$117.9M$136.7M+$18.7M2026-10-21
Exchange Traded Concepts, LLC
INCREASED222,409185,072+37,337+20%$107.5M$136.1M+$28.6M2026-10-28
Artemis Investment Management LLP
INCREASED213,096180,142+32,954+18%$104.6M$130.4M+$25.7M2026-10-08
Profund Advisors LLC
DECREASED204,159225,124-20,965-9%$130.8M$124.9M-$5.9M2026-10-29
Oregon Public Employees Retirement Fund
INCREASED200,712200,439+273+0%$116.4M$122.8M+$6.4M2026-10-30
State of Alaska, Department of Revenue
DECREASED200,671205,801-5,130-2%$119.6M$122.8M+$3.2M2026-10-15
Munich Reinsurance Co Stock Corp in Munich
DECREASED199,095210,813-11,718-6%$122.5M$121.8M-$665.0K2026-10-30
CloudAlpha Capital Management Limited Kong
DECREASED199,073225,653-26,580-12%$131.1M$121.8M-$9.3M2026-11-09
Vestor Capital, LLC
NEW197,348—+197,348——$15.1K—2026-11-04
Avanza Fonder AB
INCREASED195,014174,912+20,102+11%$101.6M$119.3M+$17.7M2026-10-13
Aegon Asset Management UK PLC
INCREASED193,341141,722+51,619+36%$82.3M$118.3M+$36.0M2026-11-04
Factory Mutual Insurance Co
DECREASED192,422211,572-19,150-9%$122.9M$117.7M-$5.2M2026-10-30
Farmers & Merchants Investments Inc
DECREASED190,945193,518-2,573-1%$112.4M$116.8M+$4.4M2026-10-22
Migdal Insurance & Financial Holdings Ltd.
DECREASED186,000231,000-45,000-19%$134.2M$113.8M-$20.4M2026-11-09
Louisiana State Employees Retirement System
DECREASED183,200188,100-4,900-3%$109.3M$112.1M+$2.8M2026-10-20
Kestra Advisory Services, LLC
INCREASED182,806171,068+11,738+7%$99.4M$111.8M+$12.5M2026-11-02
Ethic Inc.
INCREASED182,801172,870+9,931+6%$100.4M$111.8M+$11.4M2026-11-03
Aware Super Pty Ltd as trustee of Aware Super
INCREASED178,199173,825+4,374+3%$101.0M$109.0M+$8.0M2026-10-30
Jefferies Financial Group Inc.
DECREASED174,940283,506-108,566-38%$164.7M$107.0M-$57.7M2026-11-05
ASR Vermogensbeheer N.V.
INCREASED173,104166,970+6,134+4%$97.0M$105.9M+$8.9M2026-10-16
Lido Advisors, LLC
INCREASED168,803149,578+19,225+13%$86.9M$102.0M+$15.1M2026-11-04
LBP AM SA
DECREASED168,783417,746-248,963-60%$242.7M$103.3M-$139.4M2026-11-06
Regions Financial Corp
INCREASED168,716162,320+6,396+4%$94.3M$103.2M+$8.9M2026-11-05
Mutual of America Capital Management LLC
DECREASED168,288169,262-974-1%$98.3M$103.0M+$4.6M2026-10-23
Yousif Capital Management, LLC
DECREASED161,566162,118-5520%$94.2M$98.8M+$4.7M2026-10-22
Oak Grove Capital LLC
INCREASED160,241114,122+46,119+40%$66.3M$98.0M+$31.7M2026-10-09
McGuire Investment Group, LLC
DECREASED158,882174,182-15,300-9%$101.2M$97.2M-$4.0M2026-10-23
Meitav Investment House LTD
DECREASED158,460169,047-10,587-6%$98.2M$96.9M-$1.3M2026-10-28
Nicholas Company, Inc.
DECREASED156,691179,426-22,735-13%$104.2M$95.9M-$8.4M2026-11-05
Eastern Bank
INCREASED156,165154,551+1,614+1%$89.8M$95.5M+$5.8M2026-10-05
Florida Trust Wealth Management Co
DECREASED155,395161,431-6,036-4%$93.8M$95.1M+$1.3M2026-11-05
Alphinity Investment Management Pty Ltd
DECREASED154,211307,735-153,524-50%$178.8M$94.3M-$84.4M2026-11-02
Generali Asset Management SPA SGR
INCREASED143,136140,264+2,872+2%$81.5M$87.6M+$6.1M2026-10-26
Ferguson Wellman Capital Management, Inc
INCREASED139,9801,985+137,995+6952%$1.2M$85.6M+$84.5M2026-10-05
E. Ohman J:or Asset Management AB
INCREASED139,16457,524+81,640+142%$33.4M$85.1M+$51.7M2026-10-22
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED137,344126,915+10,429+8%$73.7M$84.0M+$10.3M2026-11-06
Baker Avenue Asset Management, LP
DECREASED135,287137,829-2,542-2%$80.1M$82.8M+$2.7M2026-11-06
SteelPeak Wealth, LLC
DECREASED134,112135,689-1,577-1%$78.8M$82.0M+$3.2M2026-10-16
Allen Investment Management, LLC
INCREASED133,786130,282+3,504+3%$75.7M$81.8M+$6.2M2026-11-03
Diversify Advisory Services, LLC
INCREASED133,377114,575+18,802+16%$56.7M$75.0M+$18.3M2026-10-20
Diversify Wealth Management, LLC
INCREASED133,377114,575+18,802+16%$56.7M$75.0M+$18.3M2026-10-20
Mizuho Securities USA LLC
INCREASED133,272127,658+5,614+4%$74.2M$62.7M-$11.4M2026-11-09
Gulf International Bank (UK) Ltd
UNCHANGED125,986125,98600%$73.2M$77.1M+$3.9M2026-10-20
Chicago Capital, LLC
DECREASED125,717127,569-1,852-1%$74.1M$76.9M+$2.8M2026-10-13
Once Capital Management, LLC
UNCHANGED125,300125,30000%$72.8M$76.7M+$3.9M2026-11-02
Nippon Life Global Investors Americas, Inc.
INCREASED124,040123,220+820+1%$71.6M$75.9M+$4.3M2026-10-29
Adams Diversified Equity Fund, Inc.
DECREASED122,000128,000-6,000-5%$74.4M$74.6M+$278.2K2026-10-21
Eulav Asset Management
DECREASED121,020133,515-12,495-9%$77.6M$74.0M-$3.5M2026-10-23
Abner Herrman & Brock LLC
DECREASED120,843124,700-3,857-3%$72.4M$73.9M+$1.5M2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED120,396127,204-6,808-5%$73.9M$73.7M-$240.6K2026-10-13
Mizuho Markets Americas LLC
INCREASED118,9212,856+116,065+4064%$1.7M$72.8M+$71.1M2026-11-09
Maryland State Retirement & Pension System
INCREASED116,96087,312+29,648+34%$50.7M$71.6M+$20.8M2026-11-05
Motley Fool Asset Management LLC
INCREASED116,442116,034+408+0%$67.4M$71.2M+$3.8M2026-10-27
Summa Corp.
INCREASED115,546115,529+17+0%$67.1M$70.7M+$3.6M2026-10-30
NorthCrest Asset Manangement, LLC
INCREASED115,221112,078+3,143+3%$61.3M$71.5M+$10.2M2026-10-13
Schaper Benz & Wise Investment Counsel Inc
DECREASED114,162117,406-3,244-3%$68.2M$69.8M+$1.6M2026-10-09
Oppenheimer & Co Inc
DECREASED113,892114,779-887-1%$66.7M$69.7M+$3.0M2026-10-26
AIA Group Ltd
INCREASED111,33471,945+39,389+55%$41.8M$68.1M+$26.3M2026-10-30
Danica Pension, Livsforsikringsaktieselskab
DECREASED109,957142,603-32,646-23%$82.8M$67.3M-$15.6M2026-11-09
Allworth Financial LP
INCREASED109,70795,614+14,093+15%$55.5M$63.7M+$8.2M2026-11-06
King Luther Capital Management Corp
INCREASED108,99189,952+19,039+21%$52.3M$66.7M+$14.4M2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED107,52077,692+29,828+38%$45.1M$65.8M+$20.6M2026-10-29
Union Bancaire Privee, UBP SA
DECREASED106,961144,908-37,947-26%$69.1M$59.2M-$9.9M2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED106,900107,159-2590%$62.2M$65.4M+$3.1M2026-10-22
Apollon Wealth Management, LLC
INCREASED105,353102,977+2,376+2%$59.8M$64.5M+$4.6M2026-10-23
Savant Capital, LLC
INCREASED104,62164,628+39,993+62%$36.3M$64.0M+$27.7M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED101,17383,392+17,781+21%$48.4M$61.9M+$13.5M2026-10-16
China Universal Asset Management Co., Ltd.
INCREASED100,30482,470+17,834+22%$47.9M$61.0M+$13.1M2026-10-28
Glenview Trust Co
INCREASED100,26597,457+2,808+3%$56.6M$61.3M+$4.7M2026-10-28
Smith Group Asset Management, LLC
DECREASED100,148158,007-57,859-37%$91.8M$61.3M-$30.5M2026-10-27
Private Wealth Partners, LLC
DECREASED99,59699,988-3920%$58.1M$60.9M+$2.8M2026-10-22
Guinness Asset Management LTD
INCREASED98,20998,203+6+0%$57.0M$60.1M+$3.0M2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED97,855104,944-7,089-7%$61.0M$59.9M-$1.1M2026-10-20
Noesis Capital Mangement Corp
INCREASED97,09695,746+1,350+1%$55.6M$59.4M+$3.8M2026-10-26
Fagan Associates, Inc.
DECREASED95,42698,999-3,573-4%$57.5M$58.4M+$868.3K2026-10-13
Prospera Financial Services Inc
INCREASED94,33764,869+29,468+45%$37.7M$47.6M+$9.9M2026-11-04
Keybank National Association
DECREASED92,94097,714-4,774-5%$56.8M$56.9M+$93.9K2026-11-04
Cullen T Bankers, Inc.
DECREASED92,11093,696-1,586-2%$54.4M$56.3M+$1.9M2026-10-28
Oriental Harbor Investment Master Fund
DECREASED91,594251,437-159,843-64%$146.1M$56.0M-$90.0M2026-10-22
OAK Ridge Investments LLC
DECREASED91,27295,932-4,660-5%$55.7M$55.8M+$108.7K2026-10-30
Community Trust & Investment Co
DECREASED90,68091,177-497-1%$53.0M$55.5M+$2.5M2026-10-15
Sava Infond d.o.o.
INCREASED90,66084,000+6,660+8%$48.8M$55.5M+$6.7M2026-10-28
Crossmark Global Holdings, Inc.
INCREASED89,31286,339+2,973+3%$50.2M$54.6M+$4.5M2026-10-21
Chilton Capital Management LLC
DECREASED88,145126,729-38,584-30%$73.6M$53.9M-$19.7M2026-10-28
Cornerstone Advisors, LLC
INCREASED87,75881,465+6,293+8%$47.3M$53.7M+$6.4M2026-11-06
Oppenheimer Asset Management Inc.
INCREASED87,67779,540+8,137+10%$46.2M$53.6M+$7.4M2026-10-27
Hartford Investment Management Co
DECREASED87,38090,143-2,763-3%$52.4M$53.5M+$1.1M2026-11-04
Jacobs & Co
DECREASED85,71589,077-3,362-4%$51.7M$52.4M+$691.0K2026-10-09
Farther Finance Advisors, LLC
INCREASED85,37582,050+3,325+4%$47.6M$52.2M+$4.6M2026-10-08
UMB Bank, n.a.
DECREASED83,55585,164-1,609-2%$49.5M$51.1M+$1.6M2026-11-06
Baker Chad R
UNCHANGED83,16883,16800%$48.3M$50.9M+$2.6M2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED82,24361,424+20,819+34%$35.7M$50.3M+$14.6M2026-10-26
Kestra Private Wealth Services, LLC
DECREASED81,82984,411-2,582-3%$49.0M$50.1M+$1.0M2026-11-06
New Mexico Educational Retirement Board
UNCHANGED81,15081,15000%$47.1M$49.6M+$2.5M2026-11-05
Chicago Partners Investment Group LLC
INCREASED81,06480,384+680+1%$43.4M$41.9M-$1.5M2026-10-27
IFP Advisors, Inc
DECREASED79,62080,458-838-1%$46.7M$48.7M+$2.0M2026-10-16
Triglav Investments, D.O.O.
INCREASED79,58978,986+603+1%$45.9M$48.7M+$2.8M2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED77,67171,496+6,175+9%$41.5M$47.5M+$6.0M2026-10-26
Vise Technologies, Inc.
NEW76,863—+76,863——$47.0M—2026-10-29
Meridian Wealth Management, LLC
DECREASED76,17977,535-1,356-2%$45.0M$46.6M+$1.6M2026-11-05
Compagnie Lombard Odier SCmA
INCREASED75,64770,017+5,630+8%$40.7M$46.3M+$5.6M2026-11-04
SAX Wealth Advisors, LLC
INCREASED75,6365,552+70,084+1262%$1.1M$46.3M+$45.1M2026-10-13
Bahl & Gaynor LLC
DECREASED75,38177,680-2,299-3%$45.1M$46.1M+$990.0K2026-11-05
Larson Financial Group LLC
INCREASED74,27654,652+19,624+36%$31.7M$45.4M+$13.7M2026-11-05
Brookstone Capital Management
DECREASED73,55782,337-8,780-11%$47.8M$45.0M-$2.8M2026-10-22
Avity Investment Management Inc.
INCREASED73,06542,937+30,128+70%$24.9M$44.7M+$19.8M2026-10-09
HB Wealth Management, LLC
INCREASED71,94967,715+4,234+6%$39.3M$44.0M+$4.7M2026-10-23
Merit Financial Group, LLC
INCREASED71,61468,850+2,764+4%$40.0M$43.8M+$3.8M2026-11-06
Illinois Municipal Retirement Fund
INCREASED71,40758,251+13,156+23%$33.8M$43.7M+$9.8M2026-11-05
Wedbush Securities Inc
DECREASED70,69473,839-3,145-4%$42.9M$43.2M+$354.0K2026-10-22
Phoenix Financial Ltd.
INCREASED70,56363,238+7,325+12%$36.7M$37.5M+$754.4K2026-11-09
Clearstead Advisors, LLC
DECREASED70,48792,765-22,278-24%$53.9M$43.1M-$10.8M2026-11-06
Grimes & Co Wealth Management, LLC
DECREASED69,67289,860-20,188-22%$52.2M$42.6M-$9.6M2026-10-29
Independent Financial Group, LLC
DECREASED69,63477,002-7,368-10%$44.7M$42.6M-$2.1M2026-10-13
Bokf, NA
DECREASED68,58971,399-2,810-4%$41.5M$42.0M+$483.6K2026-10-27
Lyell Wealth Management, LP
DECREASED68,31169,499-1,188-2%$40.4M$41.8M+$1.4M2026-10-30
Wesbanco Bank Inc
DECREASED67,96997,080-29,111-30%$56.4M$41.6M-$14.8M2026-11-04
Sycomore Asset Management
UNCHANGED67,94267,94200%$34.2K$34.2K$02026-10-26
Balboa Wealth Partners
DECREASED67,64568,284-639-1%$39.7M$41.4M+$1.7M2026-10-20
First Citizens Bank & Trust Co
INCREASED67,24521,870+45,375+207%$12.7M$41.1M+$28.4M2026-10-14
SBI Securities Co., Ltd.
DECREASED66,70868,640-1,932-3%$39.9M$40.8M+$935.6K2026-10-22
Park Avenue Securities LLC
INCREASED65,83161,723+4,108+7%$35.9M$40.3M+$4.4M2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED65,59860,549+5,049+8%$35.2M$40.1M+$5.0M2026-10-21
Howard Capital Management, LLC
DECREASED64,981110,143-45,162-41%$64.0M$39.8M-$24.2M2026-10-16
Global X Japan Co., Ltd.
DECREASED64,72766,978-2,251-3%$38.9M$39.6M+$689.2K2026-10-21
Leonteq Securities AG
DECREASED64,497125,437-60,940-49%$72.9M$39.5M-$33.4M2026-10-29
Picton Mahoney Asset Management
DECREASED63,585108,198-44,613-41%$62.9M$38.9M-$24.0M2026-11-09
Great Lakes Retirement, Inc.
DECREASED63,39366,273-2,880-4%$38.5M$38.8M+$282.7K2026-10-26
NAN Fung Trinity (HK) Ltd
DECREASED62,100116,700-54,600-47%$67.8M$38.0M-$29.8M2026-11-06
Brighton Jones LLC
INCREASED62,03547,875+14,160+30%$27.8M$38.0M+$10.1M2026-11-03
Privium Fund Management B.V.
UNCHANGED62,00062,00000%$36.0M$37.9M+$1.9M2026-11-03
One Way Holdings LLC
DECREASED61,90496,203-34,299-36%$55.9M$37.9M-$18.0M2026-10-29
Daymark Wealth Partners, LLC
INCREASED61,75760,898+859+1%$35.4M$37.8M+$2.4M2026-11-04
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED60,80060,80000%$35.3M$37.2M+$1.9M2026-11-05
Waycross Partners, LLC
INCREASED60,56454,388+6,176+11%$31.6M$37.1M+$5.5M2026-11-03
Family Legacy Financial Solutions, LLC
UNCHANGED59,76059,76000%$30.9M$36.6M+$5.6M2026-10-07
MGO One Seven LLC
INCREASED58,88258,397+485+1%$33.9M$36.0M+$2.1M2026-10-28
Bellecapital International Ltd.
DECREASED58,37160,641-2,270-4%$35.2M$35.7M+$482.1K2026-10-21
M & L Capital Management Ltd
INCREASED58,3501,700+56,650+3332%$987.5K$35.7M+$34.7M2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED58,12253,576+4,546+8%$31.1M$35.6M+$4.4M2026-10-27
Traynor Capital Management, Inc.
DECREASED57,98158,878-897-2%$34.2M$35.5M+$1.3M2026-10-29
Private Advisory Group LLC
DECREASED57,59362,340-4,747-8%$36.2M$35.2M-$981.1K2026-11-06
PKO Investment Management Joint-Stock Co
INCREASED57,25953,000+4,259+8%$30.8M$35.0M+$4.2M2026-10-19
Concentrum Wealth Management
INCREASED55,94542,696+13,249+31%$24.8M$34.2M+$9.4M2026-11-09
Zweig-DiMenna Associates LLC
DECREASED55,56863,226-7,658-12%$36.7M$34.0M-$2.7M2026-11-06
Virtus Wealth Solutions LLC
NEW55,566—+55,566——$34.0M—2026-11-03
D.A. Davidson & Co.
DECREASED55,34657,719-2,373-4%$33.5M$33.9M+$328.9K2026-10-28
Welch Group, LLC
DECREASED55,08457,015-1,931-3%$33.1M$33.7M+$577.6K2026-10-29
CFM Wealth Partners LLC
DECREASED54,78255,008-2260%$32.0M$33.5M+$1.6M2026-11-05
California First Leasing Corp
UNCHANGED54,00054,00000%$31.4M$33.0M+$1.7M2026-11-09
Moors & Cabot, Inc.
INCREASED53,59545,828+7,767+17%$26.6M$32.8M+$6.2M2026-11-06
HUB Investment Partners, LLC
DECREASED53,56657,926-4,360-8%$33.6M$32.8M-$880.3K2026-11-03
Bender Robert & Associates
DECREASED53,25560,417-7,162-12%$35.1M$32.6M-$2.5M2026-10-21
Hartline Investment Corp/
DECREASED52,78275,956-23,174-31%$44.1M$32.3M-$11.8M2026-10-29
Smith Salley Wealth Management
INCREASED52,76949,596+3,173+6%$28.8M$32.3M+$3.5M2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED52,66952,869-2000%$30.7M$32.2M+$1.5M2026-10-21
Summit Securities Group LLC
INCREASED52,271170+52,101+30648%$98.8K$32.0M+$31.9M2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED51,97631,059+20,917+67%$18.0M$31.8M+$13.8M2026-11-02
Atria Investments, Inc
INCREASED51,94641,861+10,085+24%$24.3M$31.8M+$7.5M2026-10-15
FengHe Fund Management Pte. Ltd.
INCREASED51,66928,320+23,349+82%$16.5M$31.6M+$15.2M2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED51,31251,31200%$29.8M$29.8M$02026-10-15
Torrey Growth & Income Advisors
DECREASED50,79751,296-499-1%$29.7M$30.6M+$979.6K2026-11-04
Generali Powszechne Towarzystwo Emerytalne
DECREASED50,00080,000-30,000-37%$46.5M$30.6M-$15.9M2026-11-06
North Dakota State Investment Board
INCREASED49,82047,888+1,932+4%$27.8M$30.5M+$2.7M2026-10-27
J.W. Cole Advisors, Inc.
DECREASED49,70452,122-2,418-5%$30.3M$30.4M+$128.8K2026-11-05
Sterling Capital Management LLC
DECREASED49,46651,623-2,157-4%$30.0M$30.3M+$273.0K2026-10-22
DE Burlo Group Inc
DECREASED48,69577,780-29,085-37%$45.2M$29.8M-$15.4M2026-11-05
Level Four Advisory Services, LLC
INCREASED48,28746,820+1,467+3%$27.2M$29.5M+$2.3M2026-11-06
Central Trust Co
DECREASED48,01748,365-348-1%$28.1M$29.4M+$1.3M2026-11-05
Freestone Capital Holdings, LLC
DECREASED47,54549,397-1,852-4%$28.7M$29.1M+$390.9K2026-11-09
Jamison Private Wealth Management, Inc.
DECREASED46,77046,978-2080%$27.3M$28.6M+$1.3M2026-10-14
Krane Funds Advisors LLC
DECREASED46,69547,825-1,130-2%$27.8M$28.6M+$784.1K2026-11-09
Valicenti Advisory Services Inc
DECREASED46,47649,292-2,816-6%$28.6M$28.4M-$202.0K2026-10-23
KMG Fiduciary Partners, LLC
DECREASED46,46052,733-6,273-12%$30.6M$28.4M-$2.2M2026-10-14
Firetrail Investments PTY LTD
DECREASED46,14147,326-1,185-2%$27.3M$28.3M+$1.0M2026-11-05
Milestones Administradora de Recursos Ltda.
INCREASED45,80434,059+11,745+34%$19.8M$28.0M+$8.2M2026-10-21
JAG Capital Management, LLC
INCREASED45,73320,852+24,881+119%$12.1M$28.0M+$15.9M2026-11-06
Gamma Investing LLC
INCREASED45,35641,702+3,654+9%$24.2M$27.7M+$3.5M2026-10-08
TTP Investments, Inc.
INCREASED44,72744,384+343+1%$25.8M$27.4M+$1.6M2026-10-30
Plato Investment Management Ltd
INCREASED44,72643,401+1,325+3%$25.1M$27.5M+$2.4M2026-11-05
Calamos Wealth Management LLC
INCREASED44,64436,764+7,880+21%$21.4M$27.3M+$6.0M2026-11-02
Bochk Asset Management Ltd
INCREASED44,45023,410+21,040+90%$13.6M$27.2M+$13.6M2026-10-29
Thomas Story & SON LLC
DECREASED44,21945,661-1,442-3%$26.5M$27.1M+$526.5K2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED44,17844,090+88+0%$24.2M$23.8M-$397.3K2026-10-21
Quadrant Capital Group LLC
INCREASED43,45941,848+1,611+4%$24.3M$26.3M+$2.0M2026-10-20
Convergence Investment Partners, LLC
INCREASED43,24825,888+17,360+67%$15.0M$26.5M+$11.4M2026-10-28
Trinity Street Asset Management LLP
DECREASED43,10048,702-5,602-11%$28.3M$26.4M-$1.9M2026-10-16
Parallel Advisors, LLC
INCREASED43,07842,626+452+1%$24.8M$26.4M+$1.6M2026-11-03
Professional Advisory Services Inc
DECREASED42,91651,067-8,151-16%$29.7M$26.3M-$3.4M2026-10-08
Securian Asset Management, Inc
DECREASED42,40443,330-926-2%$21.5M$25.9M+$4.5M2026-11-06
Everest Financial Group LLC
INCREASED42,17741,537+640+2%$24.1M$25.8M+$1.7M2026-11-06
Signaturefd, LLC
INCREASED42,03740,945+1,092+3%$23.8M$25.7M+$1.9M2026-10-23
Kintegral Advisory, LLC
INCREASED41,96141,724+237+1%$24.2M$25.7M+$1.4M2026-10-16
J. Safra Sarasin Holding AG
DECREASED41,31443,848-2,534-6%$20.1M$19.6M-$530.3K2026-10-26
Mizuho Markets Cayman LP
DECREASED41,13641,665-529-1%$24.2M$25.2M+$961.7K2026-11-09
Choreo, LLC
INCREASED41,07537,545+3,530+9%$21.8M$25.1M+$3.3M2026-10-28
Canada Post Corp Registered Pension Plan
DECREASED41,00044,790-3,790-8%$26.0M$24.9M-$1.1M2026-11-09
Williams Jones Wealth Management, Llc.
DECREASED40,62446,701-6,077-13%$27.1M$24.9M-$2.3M2026-11-05
Bailard, Inc.
INCREASED40,43438,629+1,805+5%$22.4M$24.7M+$2.3M2026-10-13
Sawgrass Asset Management LLC
DECREASED40,36540,440-750%$23.5M$24.7M+$1.2M2026-11-03
Coldstream Capital Management Inc
DECREASED40,34740,733-386-1%$23.7M$24.7M+$1.0M2026-11-09
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
NEW40,072—+40,072——$24.5M—2026-10-22
Dutch Asset Corp
INCREASED39,87038,260+1,610+4%$22.2M$24.4M+$2.2M2026-10-20
Ritholtz Wealth Management
INCREASED38,99035,850+3,140+9%$20.8M$23.9M+$3.0M2026-11-05
Petredis Investment Advisors LLC
INCREASED38,97638,821+155+0%$22.6M$23.8M+$1.3M2026-10-20
Naples Global Advisors, LLC
DECREASED38,93840,423-1,485-4%$23.5M$23.8M+$338.4K2026-11-05
Werlinich Asset Management, LLC
DECREASED38,80539,505-700-2%$22.9M$23.7M+$790.5K2026-10-09
Temasek Holdings (Private) Ltd
INCREASED38,65125,102+13,549+54%$14.6M$23.6M+$9.1M2026-10-28
Praxis Investment Management Inc
UNCHANGED38,53038,53000%$22.4M$23.6M+$1.2M2026-11-03
Pinnacle Associates LTD
DECREASED38,07241,981-3,909-9%$24.4M$23.3M-$1.1M2026-10-20
Canvas Wealth Advisors, LLC
DECREASED37,90940,261-2,352-6%$23.4M$21.5M-$1.9M2026-11-02
Perigon Wealth Management, LLC
DECREASED37,80045,712-7,912-17%$26.6M$23.1M-$3.4M2026-10-22
Stanley-Laman Group, Ltd.
DECREASED37,79838,205-407-1%$22.2M$23.1M+$929.6K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED37,78534,617+3,168+9%$18.7M$23.1M+$4.4M2026-10-13
Pathway Wealth Management LLC
DECREASED37,56537,610-450%$21.8M$23.0M+$1.1M2026-10-19
SP Asset Management LLC
DECREASED37,15144,104-6,953-16%$25.6M$22.7M-$2.9M2026-11-05
Venture Visionary Partners LLC
INCREASED36,80336,096+707+2%$21.0M$22.5M+$1.5M2026-10-07
Loftus Peak Pty Ltd
DECREASED36,71860,824-24,106-40%$35.3M$22.5M-$12.9M2026-10-15
Natixis
DECREASED36,606227,924-191,318-84%$132.4M$22.4M-$110.0M2026-11-06
Emerald Investment Advisers, LLC
INCREASED36,59334,391+2,202+6%$20.0M$22.4M+$2.4M2026-11-09
Sigma Planning Corp
DECREASED36,58638,503-1,917-5%$22.4M$22.0M-$328.8K2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED36,16128,200+7,961+28%$16.4M$22.1M+$5.7M2026-10-22
Lynch Asset Management, Inc.
DECREASED35,35035,400-500%$20.6M$21.6M+$1.1M2026-10-28
Sanders Morris Harris LLC
INCREASED35,2724,167+31,105+746%$2.4M$21.6M+$19.2M2026-10-14
Thoroughbred Financial Services, LLC
DECREASED35,25336,113-860-2%$21.0M$21.6M+$588.0K2026-11-09
Patten & Patten Inc
DECREASED35,05536,406-1,351-4%$21.1M$21.4M+$296.6K2026-10-26
Trust Co of Toledo NA
DECREASED34,42837,083-2,655-7%$21.5M$21.1M-$480.2K2026-10-16
Belvedere Trading LLC
INCREASED34,42729,315+5,112+17%$17.0M$21.1M+$4.0M2026-11-05
Greenleaf Trust
DECREASED34,25037,115-2,865-8%$21.6M$21.0M-$607.7K2026-10-29
Strategic Planning Group, LLC
INCREASED33,43132,708+723+2%$19.0M$20.5M+$1.5M2026-10-22
RPG Investment Advisory, LLC
DECREASED33,40958,125-24,716-43%$33.8M$20.4M-$13.3M2026-10-21
Frank, Rimerman Advisors LLC
DECREASED33,33533,923-588-2%$19.7M$20.4M+$686.8K2026-10-16
Teamwork Financial Advisors, LLC
DECREASED33,19341,602-8,409-20%$24.2M$20.3M-$3.9M2026-10-19
Yarbrough Capital, LLC
UNCHANGED32,86432,86400%$19.1M$20.1M+$1.0M2026-10-19
International Assets Investment Management, LLC
INCREASED32,77931,497+1,282+4%$17.0M$20.2M+$3.1M2026-11-02
Axxcess Wealth Management, LLC
DECREASED32,76034,822-2,062-6%$20.0M$20.0M+$78.1K2026-10-21
Maytree Asset Management Ltd
INCREASED32,61911,527+21,092+183%$6.7M$20.0M+$13.3M2026-10-29
Simplicity Wealth,LLC
INCREASED32,51526,737+5,778+22%$15.5M$19.9M+$4.4M2026-10-23
Trifecta Capital Advisors, LLC
INCREASED32,44732,340+107+0%$18.8M$19.8M+$1.1M2026-10-21
First National Trust Co
DECREASED32,40233,461-1,059-3%$19.4M$19.8M+$384.4K2026-10-28
Argonautica Private Wealth Management, Inc
DECREASED32,32735,322-2,995-8%$20.5M$19.8M-$742.5K2026-11-02
Fifth Third Wealth Advisors LLC
DECREASED32,25833,335-1,077-3%$19.4M$19.7M+$369.3K2026-10-22
Jessup Wealth Management, Inc
DECREASED32,20035,255-3,055-9%$20.5M$19.7M-$781.5K2026-10-20
Shikiar Asset Management Inc
DECREASED31,79635,913-4,117-11%$20.9M$19.5M-$1.4M2026-10-20
Investment House LLC
DECREASED31,53037,355-5,825-16%$21.7M$19.3M-$2.4M2026-10-21
Ascent Group, LLC
DECREASED31,50132,004-503-2%$18.6M$19.3M+$679.6K2026-10-30
KRS Capital Management, LLC
INCREASED31,42431,391+33+0%$18.2M$19.2M+$988.6K2026-10-16
Washington Trust Bank
INCREASED31,35630,072+1,284+4%$17.5M$19.2M+$1.7M2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED31,32533,203-1,878-6%$19.3M$19.2M-$124.7K2026-10-30
Masterinvest Kapitalanlage GmbH
INCREASED31,23824,989+6,249+25%$14.5M$19.1M+$4.6M2026-11-03
Tempo Wealth, LLC
DECREASED31,07032,677-1,607-5%$19.0M$19.0M+$25.1K2026-10-14
Schear Investment Advisers, LLC
INCREASED31,07029,871+1,199+4%$17.4M$19.0M+$1.7M2026-10-14
Citizens Financial Group Inc
DECREASED30,77131,037-266-1%$18.0M$18.8M+$794.7K2026-10-23
Signal Advisors Wealth, LLC
DECREASED30,74635,094-4,348-12%$20.4M$18.8M-$1.6M2026-10-13
Ascentis Independent Advisors
NEW30,613—+30,613——$18.7M—2026-11-03
Harbour Investments, Inc.
DECREASED30,58934,812-4,223-12%$20.2M$18.7M-$1.5M2026-11-09
Elevation Point Wealth Partners, LLC
INCREASED30,53424,086+6,448+27%$14.0M$18.7M+$4.7M2026-11-05
Genoa Capital Gestora de Recursos Ltda.
NEW30,421—+30,421——$18.6M—2026-10-20
Mission Wealth Management, LP
DECREASED30,32749,458-19,131-39%$28.7M$18.6M-$10.2M2026-10-15
Badgley Phelps Wealth Managers, LLC
INCREASED30,24021,020+9,220+44%$12.2M$18.5M+$6.3M2026-10-22
Wedmont Private Capital
INCREASED30,21728,201+2,016+7%$15.7M$18.8M+$3.0M2026-10-09
Mirae Asset Securities (USA) Inc.
INCREASED30,19630,082+114+0%$17.5M$18.5M+$997.8K2026-10-15
American Assets Investment Management, LLC
UNCHANGED30,00030,00000%$17.4M$18.4M+$925.5K2026-10-30
Cache Advisors, LLC
INCREASED29,99527,855+2,140+8%$16.2M$18.3M+$2.2M2026-10-16
Fideuram Asset Management (Ireland) dac
DECREASED29,85281,668-51,816-63%$34.4M$15.2M-$19.2M2026-10-29
Vest Financial, LLC
INCREASED29,73228,848+884+3%$16.8M$18.2M+$1.4M2026-10-21
Summerhill Capital Management lnc.
DECREASED29,68329,913-230-1%$17.4M$18.2M+$782.1K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED29,16427,057+2,107+8%$15.7M$17.8M+$2.1M2026-10-22
Moran Wealth Management, LLC
INCREASED29,12228,899+223+1%$16.8M$17.8M+$1.0M2026-10-22
DCF Advisers, LLC
UNCHANGED29,00029,00000%$16.8M$17.7M+$894.7K2026-11-04
Cypress Asset Management Inc
DECREASED28,72330,857-2,134-7%$17.9M$17.6M-$353.6K2026-10-09
Quantum Private Wealth, LLC
DECREASED28,57928,598-190%$16.6M$17.5M+$870.6K2026-10-20
Mitchell Capital Management Co
DECREASED28,52528,543-180%$16.6M$17.5M+$869.5K2026-10-29
Knights of Columbus Asset Advisors LLC
DECREASED28,20128,470-269-1%$16.5M$17.3M+$713.7K2026-11-05
Great Lakes Advisors, LLC
DECREASED27,99530,251-2,256-7%$17.6M$17.1M-$446.5K2026-11-06
Genus Capital Management Inc.
DECREASED27,47530,800-3,325-11%$17.9M$16.8M-$1.1M2026-11-04
Bdf-Gestion
DECREASED27,30727,726-419-2%$72.6M$16.7M-$55.9M2026-10-19
Crestwood Advisors Group, LLC
INCREASED27,24726,040+1,207+5%$15.1M$16.7M+$1.5M2026-10-27
Franchise GP Ltd
DECREASED27,04037,370-10,330-28%$21.7M$16.5M-$5.2M2026-10-16
S-Bank Fund Management Ltd
INCREASED27,0176,382+20,635+323%$3.7M$16.5M+$12.8M2026-11-06
Makena Capital Management LLC
NEW27,004—+27,004——$16.5M—2026-11-06
OMC Financial Services LTD
DECREASED26,97243,499-16,527-38%$25.3M$16.5M-$8.8M2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED26,94428,889-1,945-7%$16.8M$16.5M-$298.9K2026-11-03
Cidel Asset Management Inc
DECREASED26,93634,494-7,558-22%$20.0M$16.5M-$3.6M2026-10-29
Institute for Wealth Management, Llc.
DECREASED26,83727,331-494-2%$15.9M$16.4M+$540.9K2026-11-06
Chase Investment Counsel Corp
DECREASED26,72429,567-2,843-10%$17.2M$16.3M-$827.0K2026-11-09
SeaBridge Investment Advisors LLC
DECREASED26,68027,450-770-3%$15.9M$16.3M+$375.8K2026-11-02
Icici Prudential Asset Management Co Ltd
DECREASED26,64126,965-324-1%$15.7M$16.3M+$633.7K2026-11-06
Investors Asset Management of Georgia Inc
DECREASED26,52326,708-185-1%$15.5M$16.2M+$710.8K2026-10-20
Linden Thomas Advisory Services, LLC
INCREASED26,48526,147+338+1%$15.2M$16.2M+$1.0M2026-10-19
Sierra Summit Advisors LLC
INCREASED26,1973,969+22,228+560%$2.3M$16.0M+$13.7M2026-10-28
Meiji Yasuda America Inc
INCREASED25,91220,868+5,044+24%$12.1M$15.9M+$3.7M2026-10-22
Riggs Asset Managment Co. Inc.
INCREASED25,83925,827+12+0%$15.0M$15.8M+$804.1K2026-11-05
Midwest Professional Planners, Ltd.
DECREASED25,34326,424-1,081-4%$15.3M$15.5M+$153.9K2026-10-29
BNC Wealth Management, LLC
INCREASED25,31021,293+4,017+19%$12.4M$15.5M+$3.1M2026-10-19
VestGen Advisors, LLC
DECREASED25,18927,902-2,713-10%$16.2M$15.4M-$798.9K2026-10-27
Purus Wealth Management, LLC
DECREASED25,17725,543-366-1%$14.8M$15.4M+$563.9K2026-10-15
Asset One Wealth Management LLC
INCREASED24,86123,072+1,789+8%$12.2M$15.2M+$3.0M2026-11-02
Nepsis Inc.
DECREASED24,46830,099-5,631-19%$17.5M$15.0M-$2.5M2026-10-13
Parsons Capital Management Inc
DECREASED23,90123,996-950%$13.9M$14.6M+$682.2K2026-10-28
Strategic Blueprint, LLC
INCREASED23,78523,126+659+3%$13.4M$14.6M+$1.1M2026-10-22
Tema Etfs LLC
DECREASED23,76834,557-10,789-31%$20.1M$14.5M-$5.5M2026-10-16
RMR Wealth Builders
DECREASED23,55127,427-3,876-14%$15.9M$14.4M-$1.5M2026-10-22
Sowell Financial Services LLC
INCREASED23,35222,512+840+4%$13.1M$14.3M+$1.2M2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED23,33122,632+699+3%$13.1M$14.3M+$1.1M2026-10-23
Trek Financial, LLC
DECREASED23,27223,381-1090%$13.6M$14.2M+$654.2K2026-10-29
Alerus Financial NA
INCREASED23,19718,269+4,928+27%$10.6M$14.2M+$3.6M2026-11-09
Sustainable Insight Capital Management, LLC
DECREASED23,14824,048-900-4%$14.0M$14.2M+$191.3K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED23,03314,074+8,959+64%$8.2M$14.1M+$5.9M2026-10-21
Gunderson Capital Management LLC
DECREASED22,97343,600-20,627-47%$25.3M$14.1M-$11.3M2026-10-15
Warm Springs Advisors Inc.
DECREASED22,87225,186-2,314-9%$14.6M$14.0M-$638.6K2026-10-28
CoreCap Advisors, LLC
INCREASED22,85919,640+3,219+16%$11.4M$14.0M+$2.6M2026-10-08
Norden Group LLC
INCREASED22,71621,107+1,609+8%$12.3M$13.9M+$1.6M2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED22,59023,358-768-3%$13.6M$13.8M+$250.8K2026-10-13
Blue Fin Capital, Inc.
INCREASED22,38322,335+48+0%$13.0M$13.7M+$718.4K2026-10-28
Pacifica Partners Inc.
DECREASED22,26122,936-675-3%$11.9M$13.7M+$1.8M2026-10-09
BG Investment Services, LLC
INCREASED22,173726+21,447+2954%$421.7K$13.6M+$13.1M2026-10-23
Compound Planning, Inc.
INCREASED21,97321,524+449+2%$12.5M$13.4M+$939.1K2026-11-09
Slow Capital, Inc.
INCREASED21,66921,661+8+0%$12.6M$13.3M+$673.1K2026-10-23
Great Valley Advisor Group, Inc.
INCREASED21,63921,320+319+2%$12.4M$13.2M+$853.0K2026-11-09
SFE Investment Counsel
DECREASED21,54023,759-2,219-9%$13.8M$13.2M-$624.5K2026-10-29
Stiles Financial Services Inc
DECREASED21,49221,790-298-1%$12.7M$13.1M+$489.9K2026-10-30
Destiny Wealth Partners, LLC
INCREASED21,45518,265+3,190+17%$8.7M$10.0M+$1.3M2026-11-05
Peterson Wealth Services
INCREASED21,3443,951+17,393+440%$2.3M$13.1M+$10.8M2026-10-26
Leuthold Group, LLC
INCREASED21,34418,545+2,799+15%$10.8M$13.1M+$2.3M2026-11-04
Capital Investment Advisors, LLC
INCREASED21,32219,804+1,518+8%$11.5M$13.0M+$1.5M2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED21,26516,355+4,910+30%$9.5M$13.0M+$3.5M2026-10-14
AMF Tjanstepension AB
DECREASED21,11324,687-3,574-14%$14.3M$12.9M-$1.4M2026-10-22
Midwest Financial Group LLC
DECREASED21,10921,269-160-1%$12.4M$12.9M+$558.3K2026-10-15
Ellsworth Advisors, LLC
DECREASED21,10622,431-1,325-6%$11.9M$12.9M+$1.0M2026-10-15
Titleist Asset Management, LLC
DECREASED21,10022,086-986-4%$12.8M$12.9M+$78.5K2026-10-08
Azzad Asset Management Inc
INCREASED21,08519,024+2,061+11%$11.1M$12.9M+$1.8M2026-11-04
Pictet North America Advisors SA
DECREASED21,08422,889-1,805-8%$13.3M$12.9M-$398.1K2026-10-21
Finer Wealth Management, Inc.
DECREASED20,79321,980-1,187-5%$12.8M$12.7M-$48.1K2026-10-16
Evergreen Capital Management LLC
DECREASED20,56620,636-700%$12.0M$12.6M+$593.8K2026-10-23
Elyxium Wealth, LLC
INCREASED20,55620,519+37+0%$11.9M$12.6M+$655.6K2026-10-27
Argent Trust Co
DECREASED20,45821,365-907-4%$12.4M$12.5M+$104.2K2026-11-09
Cane Capital Partners, LLC
DECREASED20,34220,888-546-3%$12.1M$12.4M+$310.4K2026-10-23
Morse Asset Management, Inc
INCREASED20,02519,984+41+0%$11.6M$12.3M+$641.6K2026-11-09
Kesler, Norman & Wride, LLC
INCREASED19,98819,557+431+2%$11.4M$12.2M+$867.1K2026-11-06
Spire Wealth Management
DECREASED19,95224,458-4,506-18%$14.2M$12.2M-$2.0M2026-10-30
Kurv Investment Management LLC
INCREASED19,87717,450+2,427+14%$10.1M$12.2M+$2.0M2026-10-28
Highland Capital Management, LLC
INCREASED19,78816,708+3,080+18%$9.7M$12.1M+$2.4M2026-10-26
Lazari Capital Management, Inc.
DECREASED19,62820,134-506-3%$11.7M$12.0M+$311.6K2026-10-20
Overbrook Management Corp
DECREASED19,61724,644-5,027-20%$14.3M$12.0M-$2.3M2026-10-08
Rossmore Private Capital
INCREASED19,54318,583+960+5%$10.8M$12.0M+$1.2M2026-10-27
Occidental Asset Management, LLC
DECREASED19,41320,006-593-3%$11.6M$11.9M+$254.4K2026-11-05
Maxi Investments CY Ltd
INCREASED19,40013,000+6,400+49%$7.6M$11.9M+$4.3M2026-10-26
Independence Bank of Kentucky
DECREASED19,34420,483-1,139-6%$11.9M$11.8M-$64.9K2026-10-26
Moneco Advisors, LLC
INCREASED19,25618,966+290+2%$11.0M$11.8M+$762.8K2026-11-05
Everhart Financial Group, Inc.
INCREASED19,13018,209+921+5%$10.6M$11.7M+$1.1M2026-10-08
Pachira Investments Inc.
INCREASED19,091604+18,487+3061%$350.8K$11.7M+$11.3M2026-10-14
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED19,00019,00000%$11.0M$11.6M+$586.2K2026-10-28
StoryOne LLC
INCREASED18,6706,639+12,031+181%$3.9M$11.4M+$7.6M2026-10-13
Davenport & Co LLC
DECREASED18,41318,530-117-1%$10.8M$11.3M+$499.7K2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED18,39918,713-314-2%$10.9M$11.3M+$385.2K2026-10-05
Harfst & Associates, Inc.
DECREASED18,32919,090-761-4%$11.1M$11.2M+$123.4K2026-10-20
Trust Asset Management LLC
UNCHANGED18,21718,21700%$10.6M$11.1M+$562.0K2026-11-03
Sage Capital Advisors,llc
INCREASED18,20718,205+2+0%$10.6M$11.1M+$562.8K2026-10-13
Heck Capital Advisors, LLC
INCREASED18,19918,058+141+1%$10.5M$11.1M+$643.3K2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED18,13322,530-4,397-20%$13.1M$11.1M-$2.0M2026-11-03
Analyst IMS Investment Management Services Ltd.
DECREASED18,07520,042-1,967-10%$11.6M$11.1M-$585.0K2026-11-05
Glynn Capital Management LLC
DECREASED18,04924,860-6,811-27%$14.4M$11.0M-$3.4M2026-10-07
Hantz Financial Services, Inc.
INCREASED17,97516,681+1,294+8%$9.7M$11.0M+$1.3M2026-11-09
HWG Holdings LP
INCREASED17,8825,912+11,970+202%$3.4M$10.9M+$7.5M2026-10-08
CX Institutional
INCREASED17,87817,830+48+0%$10.4M$10.9M+$579.0K2026-10-02
Covea Finance
DECREASED17,759100,044-82,285-82%$58.1M$10.9M-$47.3M2026-10-21
Advisors Management Group Inc
DECREASED17,65724,010-6,353-26%$13.9M$10.8M-$3.1M2026-11-05
Integrated Financial Solutions, Inc.
DECREASED17,63018,320-690-4%$10.6M$10.8M+$143.1K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED17,62217,114+508+3%$9.9M$10.8M+$838.6K2026-10-13
City Holding Co
DECREASED17,58218,571-989-5%$10.8M$10.8M-$32.0K2026-10-19
Regatta Capital Group, LLC
NEW17,533—+17,533——$10.7M—2026-10-23
Generali Investments, Management Co LLC
INCREASED17,5197,044+10,475+149%$4.1M$10.7M+$6.6M2026-10-19
Tilia Fiduciary Partners, Inc.
DECREASED17,25819,313-2,055-11%$11.2M$10.6M-$661.1K2026-10-09
Integrity Alliance, Llc.
INCREASED17,18113,569+3,612+27%$7.9M$10.5M+$2.6M2026-10-29
Marathon Wealth Advisors LLC
DECREASED17,14817,645-497-3%$10.3M$10.5M+$240.3K2026-11-04
Fulcrum Asset Management LLP
INCREASED17,12311,489+5,634+49%$6.2M$10.4M+$4.2M2026-11-04
Dana Investment Advisors, Inc.
INCREASED17,02812,290+4,738+39%$7.1M$10.4M+$3.3M2026-11-06
Left Brain Wealth Management, LLC
DECREASED17,02517,528-503-3%$10.2M$10.4M+$233.0K2026-10-28
GC Wealth Management RIA, LLC
INCREASED16,91015,805+1,105+7%$9.2M$10.3M+$1.2M2026-11-02
WealthPlan Investment Management, LLC
DECREASED16,83818,847-2,009-11%$10.9M$10.3M-$647.6K2026-10-15
Nvwm, LLC
DECREASED16,60916,815-206-1%$9.8M$10.2M+$392.7K2026-10-14
WD Rutherford LLC
DECREASED16,59419,362-2,768-14%$11.2M$10.2M-$1.1M2026-10-26
Kercheville Advisors, LLC
DECREASED16,54517,100-555-3%$9.9M$10.1M+$188.0K2026-10-19
Cornerstone Planning, LLC
INCREASED16,5304,450+12,080+271%$2.6M$9.7M+$7.2M2026-10-27
Progressive Investment Management Corp
DECREASED16,50816,706-198-1%$9.7M$10.1M+$394.3K2026-10-26
Primoris Wealth Advisors, LLC
DECREASED16,48718,398-1,911-10%$10.7M$10.1M-$601.5K2026-10-28
Avestar Capital, LLC
DECREASED16,47621,213-4,737-22%$12.3M$10.1M-$2.2M2026-10-28
Aaron Wealth Advisors LLC
DECREASED16,46517,573-1,108-6%$10.2M$10.1M-$135.7K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED16,41115,613+798+5%$9.1M$10.0M+$967.4K2026-10-30
RFG Advisory, LLC
INCREASED16,28913,375+2,914+22%$7.8M$10.0M+$2.2M2026-11-03
Oak Thistle LLC
INCREASED16,28812,431+3,857+31%$7.2M$10.0M+$2.7M2026-10-21
Boothe Investment Group, Inc.
INCREASED16,24516,082+163+1%$9.3M$9.9M+$595.8K2026-10-22
Insight Advisors, LLC/ PA
DECREASED16,23918,251-2,012-11%$10.6M$9.9M-$667.8K2026-10-22
Cornerstone Wealth Group, LLC
INCREASED16,06911,630+4,439+38%$6.8M$9.8M+$3.1M2026-11-02
Accurate Wealth Management, LLC
INCREASED16,04013,586+2,454+18%$7.6M$9.7M+$2.1M2026-10-20
Capital Investment Counsel, Inc
INCREASED16,03716,022+15+0%$9.3M$9.8M+$503.5K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED16,02316,653-630-4%$9.7M$9.8M+$128.3K2026-11-04
Nations Financial Group Inc,
DECREASED16,00518,742-2,737-15%$10.9M$9.8M-$1.1M2026-11-05
Artemis Wealth Advisors, LLC
INCREASED16,00012,500+3,500+28%$7.3M$9.8M+$2.5M2026-11-05
Parkside Investments, LLC
DECREASED15,95817,074-1,116-7%$9.9M$9.8M-$156.0K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED15,92716,013-86-1%$9.3M$9.7M+$441.4K2026-10-26
Linscomb Wealth, Inc.
DECREASED15,91716,558-641-4%$9.6M$9.7M+$118.7K2026-11-05
bLong Financial, LLC
INCREASED15,81015,710+100+1%$9.1M$9.7M+$545.8K2026-10-29
Partners Wealth Management, LLC
INCREASED15,7581,763+13,995+794%$1.0M$9.6M+$8.6M2026-10-28
Boston Common Asset Management, LLC
DECREASED15,74915,958-209-1%$9.3M$9.6M+$364.4K2026-10-13
Portfolio Design Labs, LLC
DECREASED15,70715,798-91-1%$9.2M$9.6M+$431.7K2026-11-04
Money Concepts Capital Corp
INCREASED15,68415,671+13+0%$9.1M$9.6M+$491.4K2026-11-06
United Bank
DECREASED15,62117,009-1,388-8%$9.9M$9.6M-$324.4K2026-11-06
Capital Advantage, Inc.
DECREASED15,55818,668-3,110-17%$10.8M$9.5M-$1.3M2026-10-14
StoneX Group Inc.
INCREASED15,53412,301+3,233+26%$7.1M$9.0M+$1.9M2026-11-03
Hall Laurie J Trustee
DECREASED15,52515,927-402-3%$9.3M$9.5M+$245.4K2026-10-06
North Star Investment Management Corp.
DECREASED15,52316,729-1,206-7%$9.7M$9.5M-$221.7K2026-10-27
Western Wealth Management, LLC
DECREASED15,44919,573-4,124-21%$11.4M$9.5M-$1.9M2026-11-09
Nfsg Corp
DECREASED15,38719,845-4,458-22%$11.5M$9.4M-$2.1M2026-10-15
Central Pacific Bank - Trust Division
INCREASED15,32810,601+4,727+45%$6.2M$9.4M+$3.2M2026-10-06
Cigna Investments Inc
DECREASED15,22615,365-139-1%$8.9M$9.3M+$390.0K2026-10-19
Hixon Zuercher, LLC
DECREASED14,95415,649-695-4%$9.1M$9.1M+$57.6K2026-10-13
Zions Bancorporation, National Association
DECREASED14,90715,319-412-3%$8.9M$9.1M+$220.5K2026-11-06
111 Capital
DECREASED14,89316,058-1,165-7%$9.3M$9.1M-$217.3K2026-11-03
Orange Investment Advisors, Inc.
DECREASED14,80614,885-79-1%$8.6M$9.1M+$410.9K2026-10-23
Atlantic Edge Private Wealth Management, LLC
DECREASED14,73918,614-3,875-21%$10.8M$9.0M-$1.8M2026-10-20
Greg Jennings, LLC
NEW14,702—+14,702——$9.0M—2026-10-19
Thrive Capital Management, LLC
INCREASED14,70012,733+1,967+15%$7.4M$9.0M+$1.6M2026-10-28
Geneos Wealth Management Inc.
INCREASED14,63311,760+2,873+24%$6.8M$9.0M+$2.1M2026-11-09
Norway Savings Bank
DECREASED14,60115,123-522-3%$8.8M$8.9M+$147.2K2026-10-20
Grey Ledge Advisors, LLC
DECREASED14,55319,294-4,741-25%$11.2M$8.9M-$2.3M2026-11-02
Fisher Funds Management LTD
INCREASED14,51910,161+4,358+43%$5.9M$8.9M+$3.0M2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED14,45511,658+2,797+24%$6.8M$8.8M+$2.1M2026-10-15
Optas, LLC
INCREASED14,3928,391+6,001+72%$4.9M$8.8M+$3.9M2026-11-09
Greenwood Capital Associates LLC
INCREASED14,15113,649+502+4%$7.9M$8.7M+$728.2K2026-10-27
Timothy G. Youngquist 2020 Irrevocable Trust
DECREASED14,04015,904-1,864-12%$9.2M$8.6M-$649.7K2026-10-13
Krilogy Financial LLC
INCREASED14,02813,327+701+5%$7.7M$8.3M+$594.2K2026-10-13
Mather Group, Llc.
INCREASED13,99211,661+2,331+20%$6.8M$8.6M+$1.8M2026-10-14
Guinness Atkinson Asset Management Inc
DECREASED13,98314,186-203-1%$8.2M$8.6M+$313.5K2026-11-05
Mezzasalma Advisors, LLC
INCREASED13,90212,077+1,825+15%$7.0M$8.5M+$1.5M2026-10-14
Parkside Financial Bank & Trust
INCREASED13,86113,523+338+3%$7.9M$8.5M+$623.7K2026-10-27
CWA Asset Management Group, LLC
INCREASED13,86013,553+307+2%$7.9M$8.5M+$606.1K2026-10-19
Cooper Financial Group
INCREASED13,84210,829+3,013+28%$6.3M$8.5M+$2.2M2026-10-07
RFG Holdings, Inc.
DECREASED13,83613,844-80%$8.0M$8.5M+$422.7K2026-10-30
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED13,77116,639-2,868-17%$9.7M$8.4M-$1.2M2026-10-21
Trust Investment Advisors
DECREASED13,71713,756-390%$8.0M$8.4M+$400.5K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED13,67612,939+737+6%$7.5M$8.4M+$850.0K2026-10-08
Grant Private Wealth Management Inc
DECREASED13,54814,585-1,037-7%$8.5M$8.3M-$184.4K2026-10-19
HBK Sorce Advisory LLC
INCREASED13,54813,318+230+2%$6.4M$5.5M-$941.1K2026-11-06
Montag A & Associates Inc
DECREASED13,50716,428-2,921-18%$9.5M$8.3M-$1.3M2026-10-29
TD Private Client Wealth LLC
INCREASED13,4409,972+3,468+35%$5.8M$8.2M+$2.4M2026-10-28
PVG Asset Management Corp
DECREASED13,42413,429-50%$7.8M$8.2M+$410.9K2026-10-19
Westside Investment Management, Inc.
DECREASED13,41613,886-470-3%$8.1M$8.4M+$284.4K2026-11-02
Perkins Capital Management Inc
DECREASED13,40413,904-500-4%$8.1M$8.2M+$123.1K2026-11-02
Robocap Asset Management Ltd
DECREASED13,38713,657-270-2%$7.9M$8.2M+$256.1K2026-11-02
United Advisor Group, LLC
DECREASED13,36113,969-608-4%$8.1M$8.2M+$58.9K2026-11-03
Cullen Investment Group, Ltd.
DECREASED13,27413,736-462-3%$8.0M$7.9M-$91.4K2026-10-13
Violich Capital Management, Inc.
UNCHANGED13,10013,10000%$7.6M$8.0M+$404.1K2026-10-05
Rakuten Securities, Inc.
INCREASED13,0916,209+6,882+111%$3.6M$8.0M+$4.4M2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED13,02013,501-481-4%$7.8M$8.0M+$122.2K2026-10-23
Evanson Financial, LLC
INCREASED12,89512,883+12+0%$7.5M$7.9M+$404.8K2026-10-23
HighPoint Advisor Group LLC
DECREASED12,82013,947-1,127-8%$8.1M$7.8M-$259.2K2026-11-09
Cox Capital Mgt LLC
DECREASED12,81312,854-410%$7.5M$7.8M+$371.5K2026-10-07
Westwood Wealth Management
DECREASED12,65712,667-100%$7.4M$7.7M+$384.7K2026-10-29
Smithbridge Asset Management Inc
INCREASED12,62811,529+1,099+10%$6.7M$7.7M+$1.0M2026-10-19
Geneva Partners, LLC
NEW12,583—+12,583——$7.7M—2026-10-26
Valeo Financial Advisors, LLC
INCREASED12,50712,242+265+2%$7.1M$7.7M+$539.8K2026-10-08
Pacific Capital Partners Ltd
INCREASED12,4899,106+3,383+37%$5.3M$7.6M+$2.4M2026-10-28
Burney Co/
DECREASED12,48320,166-7,683-38%$11.7M$7.6M-$4.1M2026-10-15
PFC Capital Group, Inc.
DECREASED12,46712,628-161-1%$7.3M$7.6M+$291.8K2026-11-06
Certuity, LLC
INCREASED12,42612,140+286+2%$6.9M$7.6M+$698.1K2026-11-02
Florida Financial Advisors, LLC
INCREASED12,41212,091+321+3%$7.0M$7.6M+$569.4K2026-11-09
Marvin & Palmer Associates Inc
NEW12,386—+12,386——$7.6M—2026-11-09
Alpha Family Trust
UNCHANGED12,31512,31500%$7.2M$7.2M$02026-11-04
Moody National Bank Trust Division
DECREASED12,26312,278-150%$7.1M$7.5M+$369.6K2026-10-06
Integrated Advisors Network LLC
DECREASED12,23014,426-2,196-15%$8.4M$7.5M-$898.4K2026-10-20
Verdence Capital Advisors LLC
INCREASED12,20711,087+1,120+10%$6.4M$7.5M+$1.0M2026-10-26
White Pine Capital LLC
DECREASED12,15512,238-83-1%$7.1M$7.4M+$326.8K2026-11-09
Cohen Klingenstein LLC
UNCHANGED12,10012,10000%$7.0M$7.4M+$373.3K2026-10-15
IFG Advisory, LLC
INCREASED12,0627,917+4,145+52%$4.6M$7.4M+$2.8M2026-11-09
Viking Fund Management LLC
DECREASED12,00017,000-5,000-29%$9.9M$7.3M-$2.5M2026-10-14
FNY Investment Advisers, LLC
INCREASED11,9792,500+9,479+379%$1.5M$7.3M+$5.9M2026-10-16
Weaver Capital Management LLC
INCREASED11,9477,101+4,846+68%$1.4M$7.3M+$5.9M2026-10-15
71 West Capital Partners
INCREASED11,89711,560+337+3%$6.7M$7.3M+$562.8K2026-11-04
Courier Capital LLC
INCREASED11,88611,855+31+0%$6.9M$7.3M+$384.7K2026-10-19
Parisi Gray Wealth Management
INCREASED11,80311,508+295+3%$6.7M$7.2M+$535.5K2026-10-16
Leelyn Smith, LLC
INCREASED11,74310,335+1,408+14%$6.0M$7.2M+$1.2M2026-11-03
Belpointe Asset Management LLC
INCREASED11,72911,035+694+6%$6.4M$7.2M+$765.3K2026-11-09
Alta Advisers Ltd
INCREASED11,7266,392+5,334+83%$3.7M$7.2M+$3.5M2026-11-02
Lazard Freres Gestion S.A.S.
DECREASED11,72115,571-3,850-25%$9.0M$7.2M-$1.9M2026-11-03
Waterfront Wealth Inc.
DECREASED11,72113,795-2,074-15%$7.7M$6.3M-$1.4M2026-11-03
Lockheed Martin Investment Management Co
DECREASED11,72017,110-5,390-31%$9.9M$7.2M-$2.8M2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED11,66710,996+671+6%$6.4M$7.1M+$749.7K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED11,56711,542+25+0%$6.7M$7.1M+$371.4K2026-11-04
Elite Wealth Management, Inc.
DECREASED11,44712,298-851-7%$7.1M$7.0M-$141.2K2026-11-03
180 Wealth Advisors, LLC
DECREASED11,44111,977-536-4%$7.0M$7.0M+$42.1K2026-11-03
Romano Brothers and Company
DECREASED11,42211,482-60-1%$6.7M$7.0M+$317.5K2026-10-22
Elevatus Welath Management
DECREASED11,40818,866-7,458-40%$11.0M$7.0M-$4.0M2026-10-19
Aljian Capital Management, LLC
UNCHANGED11,38111,38100%$6.6M$7.0M+$351.1K2026-10-28
Blue Trust, Inc.
DECREASED11,34311,571-228-2%$6.7M$6.9M+$217.3K2026-10-15
Leavell Investment Management, Inc.
DECREASED11,26611,269-30%$6.5M$6.9M+$345.8K2026-11-09
Ibex Wealth Advisors
INCREASED11,24510,429+816+8%$6.1M$6.9M+$820.9K2026-11-06
Nwam LLC
DECREASED11,19311,447-254-2%$6.6M$6.8M+$197.5K2026-11-09
Avior Wealth Management, LLC
INCREASED11,17310,830+343+3%$6.3M$6.8M+$543.6K2026-10-13
Trilogy Capital Inc.
INCREASED11,15011,075+75+1%$6.4M$6.8M+$387.8K2026-10-20
Westview Management dba Westview Investment Advisors
INCREASED11,14610,662+484+5%$6.2M$6.8M+$625.0K2026-11-09
GAM Holding AG
DECREASED11,12311,256-133-1%$6.5M$6.8M+$265.9K2026-11-03
Keystone Wealth Services, LLC
INCREASED11,10310,911+192+2%$6.3M$6.7M+$407.3K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED11,07911,481-402-3%$6.7M$6.8M+$108.3K2026-10-23
Meridian Financial Partners LLC
DECREASED11,07211,344-272-2%$6.0M$6.2M+$222.6K2026-10-23
Rezny Wealth Management, Inc.
INCREASED11,05510,969+86+1%$6.4M$6.8M+$391.0K2026-10-15
Grandview Asset Management LLC
DECREASED11,04512,190-1,145-9%$7.1M$6.8M-$342.4K2026-10-19
Genesee Capital Advisors, LLC
DECREASED11,03311,318-285-3%$6.6M$6.7M+$175.1K2026-10-20
Bell Bank
INCREASED11,01010,733+277+3%$6.2M$6.7M+$500.6K2026-10-21
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED11,00012,500-1,500-12%$7.3M$6.7M-$532.0K2026-11-06
SVB Wealth LLC
INCREASED10,9638,073+2,890+36%$4.7M$6.7M+$2.0M2026-11-06
McKinley Carter Wealth Services, Inc.
INCREASED10,94810,947+1+0%$6.4M$6.7M+$338.3K2026-10-16
Blueprint Investment Partners LLC
NEW10,919—+10,919——$6.7M—2026-10-28
Bryn Mawr Trust Advisors, LLC
INCREASED10,79110,169+622+6%$5.9M$6.6M+$694.5K2026-11-04
Catalyst Financial Partners LLC
INCREASED10,79010,189+601+6%$5.9M$6.6M+$682.0K2026-11-06
Clearstead Trust, LLC
INCREASED10,79010,741+49+0%$6.2M$6.6M+$361.3K2026-11-06
Community Bank & Trust, Waco, Texas
DECREASED10,77510,964-189-2%$6.4M$6.6M+$223.0K2026-10-19
AlphaCore Capital LLC
INCREASED10,7337,414+3,319+45%$4.3M$6.6M+$2.3M2026-11-04
NFJ Investment Group, LLC
DECREASED10,72636,003-25,277-70%$20.9M$6.6M-$14.4M2026-11-09
Avantax Planning Partners, Inc.
DECREASED10,69910,701-20%$6.2M$6.5M+$328.9K2026-11-03
MBL Wealth, LLC
INCREASED10,65310,479+174+2%$6.1M$6.5M+$429.7K2026-10-22
Palacios Wealth Management, LLC
DECREASED10,64910,908-259-2%$6.3M$6.5M+$178.1K2026-11-04
Sitrin Capital Management LLC
DECREASED10,60810,769-161-1%$6.3M$6.5M+$233.7K2026-10-19
Zullo Investment Group, Inc.
DECREASED10,60710,640-330%$6.2M$6.5M+$308.1K2026-10-20
Fulton Bank, N.A.
INCREASED10,6009,988+612+6%$5.8M$6.5M+$682.5K2026-10-14
Mindset Wealth Management, LLC
DECREASED10,60011,030-430-4%$6.4M$6.5M+$77.2K2026-10-19
Visionary Wealth Advisors
DECREASED10,47011,047-577-5%$6.4M$6.4M-$12.0K2026-11-04
Boyd Watterson Asset Management LLC
DECREASED10,46710,570-103-1%$6.1M$6.4M+$263.1K2026-11-06
Blue Zone Wealth Advisors, LLC
INCREASED10,46410,409+55+1%$6.0M$6.4M+$354.6K2026-10-19
WP Advisors, LLC
DECREASED10,45410,479-250%$6.1M$6.4M+$308.0K2026-10-22
Summit Global Investments
INCREASED10,4045,927+4,477+76%$3.4M$6.4M+$2.9M2026-10-28
Perpetual Ltd
DECREASED10,37210,989-617-6%$6.4M$6.3M-$38.4K2026-10-13
Patten Group, Inc.
DECREASED10,34211,573-1,231-11%$6.7M$6.3M-$396.0K2026-10-26
Supplemental Annuity Collective Trust of NJ
DECREASED10,32910,459-130-1%$6.1M$6.3M+$243.1K2026-11-02
GHP Investment Advisors, Inc.
DECREASED10,32310,661-338-3%$6.2M$6.3M+$122.1K2026-10-15
Cypress Capital Group
DECREASED10,28116,686-6,405-38%$9.7M$6.3M-$3.4M2026-11-03
AFG Fiduciary Services Limited Partnership
DECREASED10,21110,401-190-2%$5.4M$6.2M+$797.2K2026-10-21
Proactive Wealth Strategies LLC
INCREASED10,16010,084+76+1%$5.9M$6.2M+$357.6K2026-11-09
Founders Financial Securities LLC
DECREASED10,11510,381-266-3%$6.0M$6.2M+$157.7K2026-10-28
Quent Capital, LLC
INCREASED10,0649,913+151+2%$5.8M$4.5M-$1.3M2026-11-09
Strong Retirement Solutions LLC
DECREASED10,01612,276-2,260-18%$7.1M$6.1M-$1.0M2026-10-07
NIA Impact Advisors, LLC
DECREASED10,00610,875-869-8%$6.3M$6.1M-$196.0K2026-11-04
Legacy Financial Advisors, Inc.
DECREASED10,00210,321-319-3%$6.0M$6.1M+$123.1K2026-11-09
Broad Peak Investment Advisers Pte Ltd
NEW10,000—+10,000——$6.1M—2026-11-02
Scott & Selber, Inc.
DECREASED9,9869,991-50%$5.8M$6.1M+$305.2K2026-10-21
Green Ridge Wealth Planning LLC
DECREASED9,97010,240-270-3%$5.9M$6.1M+$150.7K2026-10-08
Optimas Capital Ltd
DECREASED9,95921,002-11,043-53%$12.2M$6.1M-$6.1M2026-11-03
Silver OAK Securities, Incorporated
DECREASED9,92210,123-201-2%$5.9M$4.5M-$1.4M2026-11-09
Northbridge Financial Group, LLC
DECREASED9,9189,941-230%$5.8M$6.4M+$666.1K2026-11-05
Archford Capital Strategies, LLC
INCREASED9,8719,358+513+5%$5.4M$6.0M+$602.5K2026-10-19
Wellington Grp LLC
INCREASED9,8584,166+5,692+137%$2.4M$6.0M+$3.6M2026-11-06
Apella Capital, LLC
INCREASED9,8518,524+1,327+16%$4.4M$6.4M+$2.0M2026-10-08
Americana Partners, LLC
INCREASED9,8269,102+724+8%$5.3M$6.0M+$723.7K2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED9,7868,587+1,199+14%$5.0M$6.0M+$998.7K2026-10-07
Harrington Investments, Inc
INCREASED9,7839,745+38+0%$5.7M$6.0M+$323.9K2026-10-14
J.Safra Asset Management Corp
INCREASED9,7806,465+3,315+51%$3.8M$6.0M+$2.2M2026-11-03
Bosman Wealth Management, LLC
INCREASED9,7758,544+1,231+14%$5.0M$6.0M+$1.0M2026-10-28
Wealth Management Partners, LLC
DECREASED9,75110,368-617-6%$6.0M$6.0M-$57.6K2026-10-21
Sovran Advisors, LLC
INCREASED9,7359,268+467+5%$4.2M$5.5M+$1.3M2026-11-02
Spirit of America Management Corp
INCREASED9,6509,300+350+4%$5.4M$5.9M+$501.0K2026-10-14
Community Financial Services Group, LLC
INCREASED9,644255+9,389+3682%$137.9K$5.9M+$5.8M2026-10-15
Golden State Wealth Management, LLC
DECREASED9,6039,813-210-2%$5.7M$5.9M+$174.1K2026-11-02
Mengis Capital Management, Inc.
UNCHANGED9,6009,60000%$5.6M$5.9M+$296.2K2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED9,59210,904-1,312-12%$6.3M$5.9M-$466.2K2026-10-09
Heritage Trust Co
INCREASED9,5829,498+84+1%$5.5M$5.9M+$344.4K2026-11-09
LCM Capital Management Inc
INCREASED9,5759,338+237+3%$5.4M$5.9M+$433.1K2026-10-20
Resonant Capital Advisors, LLC
INCREASED9,5309,140+390+4%$5.3M$5.8M+$520.6K2026-10-15
Vectors Research Management, LLC
DECREASED9,52411,619-2,095-18%$6.7M$5.8M-$923.2K2026-11-09
VMS Asset Management Limited
DECREASED9,50611,257-1,751-16%$6.5M$5.8M-$723.9K2026-10-15
Premier Path Wealth Partners, LLC
DECREASED9,4829,504-220%$5.5M$5.8M+$279.7K2026-10-16
Tcfg Investment Advisors, LLC
DECREASED9,4799,600-121-1%$5.6M$5.8M+$222.1K2026-10-20
PDS Planning, Inc
INCREASED9,4649,301+163+2%$5.4M$5.8M+$386.7K2026-11-03
Cardiff Park Advisors, LLC
INCREASED9,4549,445+9+0%$5.5M$5.8M+$296.9K2026-11-09
Abacus Wealth Partners, LLC
DECREASED9,4509,627-177-2%$5.6M$5.8M+$188.7K2026-11-03
Carnegie Investment Counsel
INCREASED9,3519,297+54+1%$5.4M$5.7M+$319.8K2026-10-20
Canandaigua National Bank & Trust Co
DECREASED9,3199,491-172-2%$5.5M$5.7M+$187.6K2026-10-07
Csenge Advisory Group
DECREASED9,30710,374-1,067-10%$6.0M$5.7M-$333.1K2026-11-04
Atlatl Advisers LLC
DECREASED9,29313,478-4,185-31%$7.8M$5.7M-$2.1M2026-10-22
Thompson Siegel & Walmsley LLC
INCREASED9,2809,245+35+0%$5.4M$5.7M+$306.0K2026-11-05
SeaCrest Wealth Management, LLC
INCREASED9,2759,217+58+1%$5.4M$5.7M+$319.8K2026-10-21
Nilsine Partners, LLC
INCREASED9,2459,104+141+2%$5.3M$5.7M+$367.1K2026-11-02
Virtue Capital Management, LLC
INCREASED9,1798,299+880+11%$4.8M$5.6M+$794.4K2026-10-29
Highline Wealth Partners LLC
INCREASED9,1598,440+719+9%$4.9M$5.6M+$700.2K2026-10-19
Insight Wealth Strategies, LLC
INCREASED9,1429,102+40+0%$4.9M$5.6M+$669.6K2026-10-09
Ketron Financial
INCREASED9,1122,915+6,197+213%$1.7M$5.6M+$3.9M2026-11-09
West Branch Capital LLC
INCREASED9,0758,897+178+2%$5.2M$5.6M+$383.4K2026-10-20
Pinnacle Wealth Planning Services, Inc.
DECREASED9,0619,270-209-2%$5.4M$5.5M+$158.1K2026-10-27
Princeton Capital Management LLC
INCREASED9,0619,056+5+0%$5.3M$5.5M+$282.4K2026-10-27
Mirabaud & Cie SA
UNCHANGED9,0159,01500%$5.2M$5.5M+$278.1K2026-10-27
Legacy Bridge, LLC
DECREASED9,0069,160-154-2%$5.3M$5.5M+$188.4K2026-10-28
Citizens National Bank Trust Department
DECREASED8,9349,841-907-9%$5.7M$5.5M-$251.3K2026-11-04
Private Trust Co NA
INCREASED8,8887,508+1,380+18%$4.4M$5.4M+$1.1M2026-10-20
Comprehensive Financial Consultants Institutional, Inc.
DECREASED8,8879,442-555-6%$5.5M$5.4M-$48.2K2026-10-15
Ring Mountain Capital, LLC
DECREASED8,8798,979-100-1%$5.2M$5.4M+$215.8K2026-10-13
AGP Franklin, LLC
DECREASED8,8479,409-562-6%$5.5M$5.4M-$53.5K2026-11-04
XML Financial, LLC
DECREASED8,8319,702-871-9%$5.6M$5.4M-$233.6K2026-10-29
PFG Advisors
INCREASED8,8248,771+53+1%$5.1M$5.4M+$303.3K2026-10-16
Root Financial Partners, LLC
INCREASED8,8056,595+2,210+34%$3.8M$5.4M+$1.6M2026-10-21
Goldenstone Wealth Management LLC
DECREASED8,7968,798-20%$5.1M$5.4M+$270.2K2026-11-04
Hudson Canyon Capital Management
DECREASED8,7859,226-441-5%$5.4M$5.4M+$14.8K2026-11-04
Formidable Asset Management, LLC
DECREASED8,7679,153-386-4%$1.9M$5.1M+$3.2M2026-11-03
Harbor Investment Advisory, LLC
INCREASED8,7447,870+874+11%$4.6M$5.3M+$777.5K2026-10-13
Texas Bank & Trust Co
DECREASED8,7309,023-293-3%$5.2M$5.3M+$99.1K2026-11-04
Lake Street Private Wealth, LLC
DECREASED8,7278,871-144-2%$5.2M$5.3M+$185.6K2026-10-22
Means Investment Co., Inc.
INCREASED8,7008,348+352+4%$4.8M$5.3M+$472.9K2026-11-03
Kavar Capital Partners Group, LLC
DECREASED8,69112,015-3,324-28%$7.0M$5.3M-$1.7M2026-11-06
Revolve Wealth Partners, LLC
INCREASED8,6748,193+481+6%$4.8M$5.3M+$547.0K2026-10-23
Global Trust Asset Management, LLC
DECREASED8,6518,833-182-2%$5.1M$5.3M+$161.2K2026-10-19
Greenbush Financial Group, LLC
DECREASED8,6128,905-293-3%$5.2M$5.3M+$95.5K2026-10-15
Altman Advisors, Inc.
INCREASED8,6058,564+41+0%$5.0M$5.3M+$289.3K2026-11-05
Point Windward Advisors Inc.
DECREASED8,52310,232-1,709-17%$5.9M$5.2M-$729.8K2026-11-06
Arvest Investments, Inc.
DECREASED8,4468,734-288-3%$5.1M$5.2M+$93.3K2026-10-21
NTV Asset Management LLC
DECREASED8,4138,489-76-1%$4.9M$5.1M+$216.0K2026-10-23
Signature Resources Capital Management, LLC
INCREASED8,4088,407+1+0%$4.9M$5.1M+$260.0K2026-10-16
United Asset Strategies, Inc.
DECREASED8,3599,118-759-8%$5.3M$5.1M-$183.0K2026-10-28
GFG Capital, LLC
DECREASED8,3448,354-100%$4.9M$5.1M+$251.6K2026-10-16
St. Louis Financial Planners Asset Management, LLC
DECREASED8,32311,101-2,778-25%$5.7M$4.2M-$1.6M2026-10-16
Citizens & Northern Corp
DECREASED8,31112,718-4,407-35%$7.4M$5.1M-$2.3M2026-11-06
Willner & Heller, LLC
DECREASED8,3118,327-160%$4.8M$5.1M+$247.1K2026-10-28
Annis Gardner Whiting Capital Advisors, LLC
UNCHANGED8,3058,30500%$4.8M$5.1M+$256.2K2026-11-09
Ahara Advisors LLC
DECREASED8,2858,849-564-6%$5.1M$5.1M-$71.4K2026-10-29
Smithfield Trust Co
DECREASED8,2668,296-300%$4.8M$5.1M+$236.0K2026-11-09
Boltwood Capital Management
DECREASED8,2058,664-459-5%$5.0M$5.0M-$13.5K2026-10-02
Verity Asset Management, Inc.
DECREASED8,2028,655-453-5%$5.0M$5.0M-$10.1K2026-10-30
Kestra Investment Management, LLC
INCREASED8,1914,636+3,555+77%$2.7M$5.0M+$2.3M2026-11-04
Successful Portfolios LLC
DECREASED8,1718,197-260%$4.5M$5.2M+$661.8K2026-10-09
Symphony Financial, Ltd. Co.
INCREASED8,1496,352+1,797+28%$3.5M$4.9M+$1.4M2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED8,1117,890+221+3%$4.6M$5.0M+$378.6K2026-10-19
Soltis Investment Advisors LLC
INCREASED8,1067,418+688+9%$4.3M$5.0M+$649.6K2026-10-28
JBR Co Financial Management Inc
DECREASED8,0698,117-48-1%$4.7M$4.4M-$350.9K2026-10-13
Gibbs Wealth Management
INCREASED8,0625,863+2,199+38%$3.4M$4.9M+$1.5M2026-10-22
Wealth Quarterback LLC
DECREASED8,0538,326-273-3%$4.8M$4.9M+$90.0K2026-10-20
Prudent Man Advisors, LLC
DECREASED8,0428,260-218-3%$4.8M$4.9M+$121.5K2026-11-03
Kingstone Capital Partners Texas, LLC
INCREASED8,0378,024+13+0%$4.7M$4.9M+$255.5K2026-11-03
Xcel Wealth Management, LLC
DECREASED8,0318,765-734-8%$5.1M$4.9M-$178.6K2026-10-26
Howard Wealth Management, LLC
UNCHANGED8,0258,02500%$4.7M$4.9M+$247.6K2026-10-28
Granite Islands Private Wealth, LLC
DECREASED8,0248,647-623-7%$5.0M$4.9M-$105.0K2026-10-16
Clear Creek Financial Management, LLC
DECREASED8,0179,026-1,009-11%$5.2M$4.9M-$338.8K2026-10-28
Facet Wealth, Inc.
INCREASED7,9985,167+2,831+55%$3.0M$4.9M+$1.9M2026-11-04
AdvisorNet Financial, Inc
INCREASED7,9956,468+1,527+24%$3.8M$4.6M+$806.5K2026-10-15
LSV Asset Management
NEW7,988—+7,988——$4.9M—2026-11-06
Verde Servicos Internacionais S.A.
DECREASED7,95019,310-11,360-59%$11.2M$4.9M-$6.4M2026-10-26
Gryphon Financial Partners LLC
INCREASED7,9407,839+101+1%$4.6M$4.9M+$303.6K2026-11-04
Almanack Investment Partners, Llc.
DECREASED7,9388,302-364-4%$4.8M$4.9M+$33.2K2026-11-03
Procyon Advisors, LLC
DECREASED7,9059,026-1,121-12%$5.2M$4.8M-$407.2K2026-10-21
Fragasso Financial Advisors Inc
INCREASED7,8976,009+1,888+31%$3.5M$4.8M+$1.3M2026-10-13
Physicians Financial Services, Inc.
INCREASED7,8947,834+60+1%$4.6M$4.8M+$278.0K2026-11-04
Drive Wealth Management, LLC
INCREASED7,8847,379+505+7%$4.3M$4.8M+$536.9K2026-11-09
AXS Investments LLC
DECREASED7,8728,181-309-4%$4.8M$4.8M+$63.4K2026-11-04
Crescent Grove Advisors, LLC
DECREASED7,8597,994-135-2%$4.6M$4.8M+$164.0K2026-10-21
Sheets Smith Wealth Management
DECREASED7,8448,419-575-7%$4.9M$4.8M-$92.0K2026-10-16
Compass Financial Management LLC
DECREASED7,8278,258-431-5%$4.6M$4.8M+$220.1K2026-10-30
Capstone Capital Management Ltd
INCREASED7,8196,988+831+12%$4.1M$4.8M+$724.0K2026-10-21
Flynn Zito Capital Management, LLC
INCREASED7,7457,744+1+0%$4.5M$4.7M+$239.5K2026-11-04
Ethos Capital Management, Inc.
INCREASED7,7327,243+489+7%$4.2M$4.7M+$522.3K2026-11-03
Myriad Asset Management Advisors LLC
NEW7,724—+7,724——$4.7M—2026-11-03
Johnson & White Wealth Management, LLC
DECREASED7,7177,762-45-1%$4.5M$4.7M+$211.9K2026-11-03
Ballast, Inc.
DECREASED7,6998,751-1,052-12%$5.1M$4.7M-$373.6K2026-10-20
First American Bank
INCREASED7,6924,355+3,337+77%$2.5M$4.7M+$2.2M2026-10-27
HMS Capital Management, LLC
DECREASED7,6718,414-743-9%$4.9M$4.7M-$195.0K2026-10-20
Montchanin Asset Management, LLC
DECREASED7,6107,615-50%$4.4M$4.7M+$231.0K2026-11-02
Midwest Trust Co
DECREASED7,60815,349-7,741-50%$8.9M$4.7M-$4.3M2026-10-22
Reflection Asset Management
DECREASED7,5908,282-692-8%$4.8M$4.6M-$167.8K2026-10-28
Aprio Wealth Management, LLC
INCREASED7,5746,244+1,330+21%$3.6M$4.6M+$1.0M2026-10-28
SS&H Financial Advisors, Inc.
UNCHANGED7,5507,55000%$4.4M$4.6M+$233.0K2026-10-28
Lewis Asset Management, LLC
DECREASED7,5248,237-713-9%$4.8M$4.6M-$182.1K2026-10-14
Trust Point Inc.
NEW7,509—+7,509——$4.6M—2026-10-27
Wright Investors Service Inc
INCREASED7,4987,082+416+6%$4.1M$4.6M+$473.0K2026-11-02
Angeles Wealth Management, LLC
DECREASED7,4967,735-239-3%$4.5M$4.6M+$92.4K2026-10-26
BIP Wealth, LLC
DECREASED7,4857,710-225-3%$4.5M$4.6M+$99.8K2026-10-22
Adell Harriman & Carpenter Inc
DECREASED7,4808,385-905-11%$4.9M$4.6M-$295.0K2026-11-02
Tower Trust & Investment Co
DECREASED7,4507,655-205-3%$4.4M$4.6M+$110.8K2026-10-28
Asset Dedication, LLC
DECREASED7,4507,633-183-2%$4.4M$4.6M+$123.5K2026-11-03
Colonial River Investments, LLC
INCREASED7,4203,967+3,453+87%$2.3M$4.5M+$2.2M2026-10-19
Sage Capital Management, LLC
INCREASED7,4086,981+427+6%$4.1M$4.5M+$478.2K2026-10-20
Canton Hathaway, LLC
DECREASED7,3447,609-265-3%$4.4M$4.5M+$72.6K2026-10-23
Arjuna Capital
INCREASED7,3086,508+800+12%$3.8M$4.5M+$690.2K2026-11-03
Tactive Advisors, LLC
INCREASED7,3037,046+257+4%$4.1M$4.5M+$374.9K2026-10-08
Conning Inc.
DECREASED7,3007,378-78-1%$4.3M$4.5M+$179.9K2026-10-27
Beaumont Financial Advisors, LLC
DECREASED7,2827,284-20%$4.2M$4.5M+$223.5K2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED7,2596,837+422+6%$4.0M$4.4M+$469.0K2026-10-16
Tobam
DECREASED7,2147,669-455-6%$4.5M$4.4M-$42.0K2026-11-03
Bernicke Wealth Management, Ltd.
INCREASED7,1917,072+119+2%$4.1M$4.4M+$291.0K2026-11-06
Patton Fund Management, Inc.
NEW7,182—+7,182——$4.4M—2026-10-13
Family Capital Trust Co
DECREASED7,1797,199-200%$4.2M$4.4M+$209.9K2026-10-22
October Effect Ltd
DECREASED7,1727,222-50-1%$4.2M$4.4M+$192.2K2026-10-20
Equitable Trust Co
DECREASED7,1607,183-230%$4.2M$4.4M+$207.5K2026-10-13
Cora Capital Advisors LLC
DECREASED7,1467,357-211-3%$4.3M$4.4M+$97.9K2026-11-02
Grove Bank & Trust
INCREASED7,0866,757+329+5%$3.9M$4.3M+$409.7K2026-10-08
Fjell Capital, LLC
DECREASED7,0817,430-349-5%$4.3M$4.3M+$15.7K2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED7,0737,088-150%$4.1M$4.3M+$209.5K2026-11-09
Triad Wealth Partners, LLC
INCREASED7,0616,082+979+16%$2.9M$4.3M+$1.4M2026-10-26
N10 Wealth, LLC
NEW7,030—+7,030——$4.3M—2026-10-14
Heritage Wealth Management, Inc.
DECREASED7,0157,344-329-4%$4.3M$4.3M+$25.3K2026-10-28
Hager Investment Management Services, LLC
DECREASED7,0117,513-502-7%$4.4M$4.3M-$75.1K2026-11-04
Greater Midwest Financial Group, LLC
DECREASED6,9937,086-93-1%$4.1M$4.3M+$161.7K2026-10-13
Northstar Asset Management Co
INCREASED6,9806,940+40+1%$3.6M$3.9M+$235.7K2026-10-22
Stevens Capital Partners
INCREASED6,9266,100+826+14%$3.5M$4.2M+$693.5K2026-10-29
DeDora Capital, Inc.
DECREASED6,9027,776-874-11%$4.5M$4.2M-$295.3K2026-10-26
White Wing Wealth Management
DECREASED6,8866,989-103-1%$4.1M$4.2M+$152.6K2026-11-09
Caldwell Trust Co
DECREASED6,8797,107-228-3%$4.1M$4.2M+$79.8K2026-10-30
Bank of New Hampshire
DECREASED6,8657,644-779-10%$4.4M$4.2M-$240.7K2026-10-06
Formuepleje A/S
DECREASED6,8538,389-1,536-18%$4.9M$4.2M-$680.9K2026-10-15
Jacobi Capital Management LLC
DECREASED6,8447,142-298-4%$4.1M$4.2M+$38.0K2026-11-05
Woodard & Co Asset Management Group Inc
DECREASED6,8437,170-327-5%$4.2M$4.2M+$21.1K2026-11-03
Indivisible Partners
INCREASED6,8196,027+792+13%$3.5M$4.2M+$670.7K2026-10-26
Purkiss Capital Advisors LLC
INCREASED6,805404+6,401+1584%$234.7K$4.2M+$3.9M2026-11-06
Eagle Wealth Advisors LLC
INCREASED6,8046,694+110+2%$3.9M$4.2M+$273.8K2026-10-20
Corda Investment Management, Llc.
DECREASED6,79910,055-3,256-32%$5.8M$4.2M-$1.7M2026-10-22
Oslo Pensjonsforsikring AS
INCREASED6,7886,726+62+1%$3.9M$4.2M+$245.4K2026-10-15
Wealth Alliance Advisory Group, LLC
DECREASED6,7608,317-1,557-19%$4.8M$4.1M-$695.9K2026-10-14
Stablepoint Partners, LLC
DECREASED6,7589,178-2,420-26%$5.3M$4.1M-$1.2M2026-11-03
Focus Financial Network, Inc.
INCREASED6,7476,470+277+4%$3.8M$4.1M+$368.9K2026-10-14
Jm2 Capital Inc.
INCREASED6,7296,667+62+1%$3.9M$4.1M+$243.6K2026-10-14
MSH Capital Advisors LLC
INCREASED6,7152,156+4,559+211%$1.3M$4.1M+$2.9M2026-11-03
Turner Financial Group, Inc.
DECREASED6,7097,558-849-11%$4.4M$4.1M-$286.5K2026-11-09
Invera Wealth Advisors, LLC
DECREASED6,6907,216-526-7%$4.2M$4.1M-$99.2K2026-10-28
Eagle Strategies LLC
DECREASED6,6837,294-611-8%$4.2M$4.1M-$148.8K2026-10-16
Byrne Asset Management LLC
DECREASED6,6638,858-2,195-25%$5.1M$4.1M-$1.0M2026-10-06
Murphy & Mullick Capital Management Corp
DECREASED6,6067,005-399-6%$4.1M$4.0M-$28.0K2026-11-02
Eads & Heald Wealth Management
DECREASED6,5847,884-1,300-16%$4.6M$4.0M-$552.1K2026-10-29
Shelton Wealth Management, LLC
DECREASED6,5827,152-570-8%$4.2M$4.0M-$128.1K2026-10-16
Milestone Asset Management, LLC
DECREASED6,5826,950-368-5%$4.0M$4.0M-$10.7K2026-10-15
LRZ Capital LLC
NEW6,568—+6,568——$4.0M—2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED6,5602,676+3,884+145%$1.5M$4.0M+$2.5M2026-10-13
Valmark Advisers, Inc.
DECREASED6,5576,647-90-1%$3.9M$4.0M+$150.0K2026-11-06
True Private Wealth Advisors
INCREASED6,5106,476+34+1%$3.8M$4.0M+$220.7K2026-10-19
Rockland Trust Co
DECREASED6,5006,636-136-2%$3.9M$4.0M+$121.5K2026-10-05
Versant Capital Management, Inc
INCREASED6,4986,440+58+1%$3.7M$4.0M+$234.2K2026-10-02
Trust Co of Kansas
NEW6,494—+6,494——$4.0M—2026-11-06
Elevated Private Wealth, LLC
INCREASED6,4556,431+24+0%$3.7M$3.9M+$213.1K2026-10-15
Clifford Swan Investment Counsel LLC
DECREASED6,4246,459-35-1%$3.8M$3.9M+$177.8K2026-11-05
Fort Washington Investment Advisors Inc
DECREASED6,3777,312-935-13%$4.2M$3.9M-$346.4K2026-10-15
Diversified Enterprises, LLC
INCREASED6,3255,844+481+8%$3.4M$3.9M+$474.5K2026-10-19
Regent Peak Wealth Advisors LLC
INCREASED6,3255,938+387+7%$3.4M$3.9M+$419.9K2026-10-13
Hoertkorn Richard Charles
UNCHANGED6,3216,32100%$3.7M$3.9M+$195.0K2026-11-04
Marks Group Wealth Management, Inc
INCREASED6,3185,842+476+8%$3.4M$3.9M+$471.4K2026-11-05
Koshinski Asset Management, Inc.
DECREASED6,3146,335-210%$3.7M$3.9M+$182.7K2026-10-29
Principle Wealth Partners LLC
INCREASED6,3026,092+210+3%$3.5M$3.9M+$316.5K2026-11-02
Cypress Capital Management LLC (WY)
DECREASED6,2946,493-199-3%$3.8M$3.9M+$78.6K2026-11-09
Fairfield Financial Advisors, LTD
INCREASED6,2775,655+622+11%$3.3M$3.8M+$555.0K2026-10-14
TFR Capital, Llc.
INCREASED6,2715,046+1,225+24%$2.9M$3.8M+$905.1K2026-11-09
Schnieders Capital Management, Llc.
DECREASED6,2428,220-1,978-24%$4.8M$3.8M-$956.5K2026-11-09
Garner Asset Management Corp
DECREASED6,2116,398-187-3%$3.7M$3.3M-$416.9K2026-10-30
Strategic Advisors LLC
INCREASED6,1742,482+3,692+149%$1.4M$3.8M+$2.3M2026-10-13
Jackson Square Capital, LLC
INCREASED6,1581,096+5,062+462%$636.7K$3.8M+$3.1M2026-10-19
Castle Rock Wealth Management, LLC
DECREASED6,1317,263-1,132-16%$3.9M$4.0M+$53.4K2026-10-09
LVW Advisors, LLC
INCREASED6,1255,790+335+6%$3.4M$3.7M+$383.6K2026-10-19
Baldwin Wealth Partners LLC
UNCHANGED6,0986,09800%$3.5M$3.7M+$188.1K2026-10-13
Nemes Rush Group LLC
INCREASED6,0966,068+28+0%$3.5M$3.7M+$204.3K2026-11-04
Trust Co of Vermont
INCREASED6,0845,794+290+5%$3.4M$3.7M+$356.2K2026-10-21
Childress Capital Advisors, LLC
INCREASED6,0095,773+236+4%$3.4M$3.7M+$322.2K2026-10-28
Titiun Yejiel
DECREASED6,00012,397-6,397-52%$7.2M$3.7M-$3.5M2026-11-06
Tower View Wealth Management LLC
INCREASED5,9955,884+111+2%$3.4M$3.7M+$249.4K2026-10-23
Raab & Moskowitz Asset Management LLC
DECREASED5,9906,560-570-9%$3.8M$3.7M-$146.5K2026-11-02
Probity Advisors, Inc.
DECREASED5,9726,141-169-3%$3.6M$3.7M+$86.1K2026-10-23
Shepherd Financial Partners LLC
DECREASED5,9726,018-46-1%$3.5M$3.7M+$157.5K2026-11-03
Financial Security Advisor, Inc.
DECREASED5,9706,426-456-7%$3.7M$3.7M-$81.0K2026-11-03
Ashton Thomas Securities, LLC
INCREASED5,8824,890+992+20%$2.8M$3.6M+$810.6K2026-10-26
Philadelphia Trust Co
UNCHANGED5,8805,88000%$3.4M$3.6M+$181.0K2026-11-05
Ranch Capital Advisors Inc.
DECREASED5,8447,544-1,700-23%$4.4M$3.6M-$807.3K2026-11-09
Natural Investments, LLC
DECREASED5,8395,900-61-1%$3.4M$3.6M+$145.1K2026-11-06
Texas Capital Bank Wealth Management Services Inc
INCREASED5,8285,556+272+5%$3.2M$3.6M+$337.8K2026-11-09
McAdam, LLC
DECREASED5,8236,005-182-3%$3.5M$3.6M+$74.1K2026-10-21
Pflug Koory, LLC
DECREASED5,7645,872-108-2%$3.4M$3.5M+$115.1K2026-10-26
First County Bank
INCREASED5,7625,704+58+1%$3.3M$3.5M+$211.5K2026-10-13
Vivid Wealth Management, LLC
DECREASED5,7545,827-73-1%$3.4M$3.5M+$135.1K2026-10-27
Pensioenfonds Rail & OV
NEW5,736—+5,736——$3.5M—2026-11-09
Ignite Planners, LLC
INCREASED5,7175,532+185+3%$3.2M$3.5M+$291.2K2026-10-14
Secure Asset Management, LLC
DECREASED5,6765,910-234-4%$3.4M$3.5M+$38.7K2026-10-19
Creative Financial Designs Inc
DECREASED5,6715,672-10%$3.3M$3.5M+$174.6K2026-11-04
First Affirmative Financial Network
NEW5,625—+5,625——$3.4M—2026-10-21
Burr Financial Services, LLC
INCREASED5,6204,649+971+21%$2.7M$3.4M+$737.4K2026-10-08
Robinson Value Management, Ltd.
DECREASED5,61911,665-6,046-52%$6.8M$3.4M-$3.3M2026-10-20
Farmers & Merchants Trust Co of Long Beach
DECREASED5,6055,675-70-1%$3.3M$3.4M+$132.3K2026-10-22
Avondale Wealth Management
DECREASED5,5856,875-1,290-19%$4.0M$3.4M-$577.1K2026-10-15
Lanark Financial, Inc.
INCREASED5,5785,047+531+11%$2.9M$3.4M+$480.5K2026-10-26
Rothwell Investment Advisors, LLC
NEW5,558—+5,558——$3.4M—2026-11-06
Orrstown Financial Services Inc
DECREASED5,5535,657-104-2%$3.3M$3.4M+$110.9K2026-10-14
Adirondack Trust Co
DECREASED5,5405,745-205-4%$3.3M$3.4M+$51.9K2026-10-14
Kathmere Capital Management, LLC
INCREASED5,5395,327+212+4%$3.1M$3.4M+$294.3K2026-10-20
Global Assets Advisory, LLC
DECREASED5,5195,848-329-6%$3.2M$3.5M+$272.8K2026-10-28
SmartHarvest Portfolios, LLC
DECREASED5,5136,551-1,038-16%$3.8M$3.4M-$432.8K2026-10-26
Adamsbrown Wealth Consultants LLC
DECREASED5,5135,649-136-2%$3.3M$3.4M+$91.0K2026-10-20
Victory Financial Group, LLC
DECREASED5,4976,088-591-10%$3.5M$3.4M-$173.7K2026-10-27
Correct Capital Wealth Management
DECREASED5,4765,875-399-7%$3.4M$3.4M-$62.6K2026-11-02
Kornitzer Capital Management Inc
INCREASED5,4504,525+925+20%$2.6M$3.3M+$705.5K2026-11-03
MFA Wealth Advisors, LLC
DECREASED5,4455,723-278-5%$3.3M$3.3M+$6.5K2026-10-07
First Pacific Financial
DECREASED5,4205,661-241-4%$3.3M$3.3M+$27.2K2026-10-14
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED5,4055,40500%$3.1M$3.3M+$166.7K2026-10-19
Tealwood Asset Management Inc
DECREASED5,3975,686-289-5%$3.3M$3.3M-$1.0K2026-10-13
Moss Adams Wealth Advisors LLC
DECREASED5,3926,637-1,245-19%$3.9M$3.3M-$556.9K2026-10-28
Winch Advisory Services, LLC
INCREASED5,3875,342+45+1%$3.1M$3.3M+$192.3K2026-11-06
Pines Wealth Management, LLC
DECREASED5,3855,488-103-2%$3.2M$3.3M+$106.3K2026-10-21
Three Seasons Wealth, LLC
INCREASED5,3732,665+2,708+102%$1.5M$3.3M+$1.7M2026-11-03
Piar LLC
INCREASED5,3574,422+935+21%$2.6M$3.3M+$708.4K2026-10-21
Kepler Cheuvreux (Suisse) SA
DECREASED5,3315,982-651-11%$3.5M$3.3M-$213.7K2026-10-20
Clear Harbor Asset Management, LLC
DECREASED5,3295,436-107-2%$3.2M$3.3M+$102.2K2026-11-05
GKV Capital Management Co., Inc.
INCREASED5,3224,977+345+7%$2.9M$3.3M+$364.6K2026-11-06
Hanseatic Management Services Inc
INCREASED5,2855,144+141+3%$3.0M$3.2M+$245.0K2026-10-27
Chesley Taft & Associates LLC
INCREASED5,2735,051+222+4%$2.9M$3.2M+$291.6K2026-10-13
Eagle Wealth Strategies LLC
INCREASED5,2695,154+115+2%$3.0M$3.2M+$229.4K2026-10-20
My Personal CFO, LLC
DECREASED5,2615,391-130-2%$3.1M$3.2M+$86.8K2026-10-14
Synergy Asset Management, LLC
DECREASED5,2477,074-1,827-26%$4.1M$3.2M-$899.5K2026-11-05
Todd Wealth Management, LLC
DECREASED5,2445,314-70-1%$3.1M$3.2M+$121.1K2026-10-19
Curated Wealth Partners LLC
INCREASED5,2362,402+2,834+118%$1.4M$3.2M+$1.8M2026-10-15
Portside Wealth Group, LLC
INCREASED5,2343,832+1,402+37%$2.2M$3.2M+$975.9K2026-10-20
Arista Wealth Management, LLC
INCREASED5,2194,630+589+13%$2.7M$3.2M+$503.2K2026-10-29
Joel Isaacson & Co., LLC
INCREASED5,2054,856+349+7%$2.8M$3.2M+$363.3K2026-11-05
First Bank & Trust
INCREASED5,1945,004+190+4%$2.9M$3.2M+$270.6K2026-10-19
M Holdings Securities, Inc.
NEW5,191—+5,191——$2.8K—2026-11-03
Fiduciary Family Office, LLC
INCREASED5,1885,066+122+2%$2.9M$3.2M+$230.9K2026-11-04
Clearwave Capital, LLC
INCREASED5,1875,185+2+0%$3.0M$3.2M+$161.2K2026-10-27
Silvant Capital Management LLC
INCREASED5,1374,894+243+5%$2.8M$3.1M+$299.6K2026-11-09
Lionshead Wealth Management, LLC
INCREASED5,1375,120+17+0%$3.0M$3.1M+$168.4K2026-10-21
Horizon Wealth Management, LLC
DECREASED5,1295,329-200-4%$3.1M$3.1M+$42.0K2026-11-02
Guyasuta Investment Advisors Inc
DECREASED5,1126,573-1,461-22%$3.8M$3.1M-$691.0K2026-10-15
Cassaday & Co Wealth Management LLC
DECREASED5,1035,131-28-1%$3.0M$3.1M+$141.2K2026-10-27
Cromwell Holdings LLC
DECREASED5,0985,535-437-8%$3.2M$3.1M-$96.6K2026-10-28
Hobart Private Capital, LLC
INCREASED5,0954,825+270+6%$2.8M$3.1M+$314.0K2026-10-19
Wall Street Financial Group, Inc.
INCREASED5,0774,928+149+3%$2.9M$3.1M+$203.7K2026-11-09
Wolff Wiese Magana LLC
INCREASED5,0724,903+169+3%$2.8M$3.1M+$254.6K2026-10-15
Income Insurance Ltd
UNCHANGED5,0695,06900%$2.9M$3.1M+$156.4K2026-10-21
Variant Private Wealth, LLC
DECREASED5,0675,093-26-1%$3.0M$3.1M+$141.3K2026-10-21
Alpha Omega Wealth Management LLC
DECREASED5,0665,099-33-1%$3.0M$3.1M+$137.1K2026-10-23
Abel Hall, LLC
DECREASED5,0645,132-68-1%$3.0M$3.1M+$116.7K2026-10-19
1834 Investment Advisors Co
INCREASED5,0464,825+221+5%$2.8M$3.1M+$284.1K2026-10-16
World Equity Group, Inc.
DECREASED5,0325,803-771-13%$3.4M$3.1M-$292.4K2026-10-14
Triasima Portfolio Management inc.
NEW5,024—+5,024——$3.1M—2026-10-15
Accel Wealth Management
DECREASED5,0245,372-348-6%$3.1M$3.1M-$47.2K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED5,0134,913+100+2%$2.9M$3.1M+$212.7K2026-10-19
Veracity Capital LLC
INCREASED5,0124,420+592+13%$2.6M$3.1M+$498.4K2026-10-08
DDD Partners, LLC
INCREASED4,9821,304+3,678+282%$757.5K$3.0M+$2.3M2026-11-02
Stenger Family Office, LLC
DECREASED4,9777,246-2,269-31%$4.2M$3.0M-$1.2M2026-10-22
Fiduciary Alliance LLC
INCREASED4,9713,660+1,311+36%$2.1M$3.0M+$914.9K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED4,9715,006-35-1%$2.9M$3.0M+$133.0K2026-11-02
Caliber Wealth Management, LLC / KS
DECREASED4,9525,671-719-13%$3.3M$3.0M-$264.9K2026-11-04
Alchemi Wealth, LLC
DECREASED4,9475,082-135-3%$3.0M$3.0M+$74.2K2026-11-04
XXI Wealth, LLC
INCREASED4,9314,676+255+5%$2.7M$3.0M+$300.3K2026-10-22
Dumont & Blake Investment Advisors LLC
DECREASED4,9304,963-33-1%$2.9M$3.0M+$132.9K2026-10-28
Northeast Investment Management
DECREASED4,9284,943-150%$2.9M$3.0M+$143.3K2026-10-30
Kaizen Financial Strategies
DECREASED4,9255,455-530-10%$3.0M$3.0M+$62.4K2026-10-09
PKS Advisory Services, LLC
UNCHANGED4,9204,92000%$2.9M$2.9M$02026-10-26
Wallace Hart LLC
DECREASED4,9134,966-53-1%$2.9M$3.0M+$120.8K2026-11-09
Concord Wealth Partners
INCREASED4,9034,809+94+2%$2.8M$3.0M+$205.6K2026-11-02
Jacksonville Wealth Management, LLC
INCREASED4,9014,886+15+0%$2.8M$3.0M+$159.9K2026-10-30
Ullmann Wealth Partners Group, LLC
DECREASED4,8965,260-364-7%$3.1M$3.0M-$60.4K2026-11-02
Hamilton Point Investment Advisors, LLC
UNCHANGED4,8754,87500%$2.8M$3.0M+$150.4K2026-11-03
Prosperity Financial Group, Inc.
DECREASED4,8419,884-5,043-51%$5.7M$3.0M-$2.8M2026-10-29
Swiss RE LTD
INCREASED4,8112,929+1,882+64%$1.7M$2.9M+$1.2M2026-11-06
Cornerstone Advisory, LLC
INCREASED4,8104,730+80+2%$2.7M$2.9M+$194.5K2026-11-06
Personal CFO Solutions, LLC
DECREASED4,8065,011-205-4%$2.9M$2.9M+$29.5K2026-11-06
National Wealth Management Group, LLC
INCREASED4,7894,614+175+4%$2.7M$2.9M+$249.4K2026-10-26
LFG Wealth Partners, LLC
DECREASED4,7737,958-3,185-40%$4.6M$2.9M-$1.7M2026-10-28
Burk Holdings LLC
DECREASED4,7684,900-132-3%$2.8M$2.9M+$70.4K2026-11-05
Alps Advisors Inc
DECREASED4,7667,311-2,545-35%$4.2M$2.9M-$1.3M2026-11-03
Gold Investment Management Ltd.
DECREASED4,7334,831-98-2%$2.8M$2.9M+$89.1K2026-10-19
SevenBridge Financial Group, LLC
DECREASED4,7314,750-190%$2.3M$2.5M+$233.9K2026-10-26
First Community Trust NA
INCREASED4,7234,449+274+6%$2.6M$2.9M+$304.9K2026-10-07
Essex Bank
DECREASED4,6954,764-69-1%$2.8M$2.9M+$104.8K2026-10-16
Earned Wealth Advisors, LLC
INCREASED4,6754,112+563+14%$2.4M$2.9M+$471.2K2026-11-06
Columbia Bank
DECREASED4,6655,096-431-8%$3.0M$2.9M-$106.5K2026-10-29
Busey Bank
DECREASED4,6444,717-73-2%$2.7M$2.8M+$100.9K2026-10-26
Realta Investment Advisors
INCREASED4,6314,561+70+2%$2.6M$2.8M+$183.5K2026-10-14
DMC Group, LLC
DECREASED4,6267,297-2,671-37%$4.2M$2.8M-$1.4M2026-10-26
KPP Advisory Services LLC
DECREASED4,6235,305-682-13%$3.1M$2.8M-$253.6K2026-10-26
Bangor Savings Bank
DECREASED4,5985,336-738-14%$3.1M$2.8M-$286.9K2026-10-06
Huntleigh Advisors, Inc.
DECREASED4,5774,920-343-7%$2.9M$2.8M-$58.1K2026-11-03
Golden Reserve Retirement LLC
INCREASED4,5711,907+2,664+140%$1.1M$2.8M+$1.7M2026-11-02
Ipswich Investment Management Co., Inc.
DECREASED4,5704,580-100%$2.7M$2.8M+$135.2K2026-10-13
Hohimer Wealth Management, LLC
DECREASED4,5674,594-27-1%$2.7M$2.8M+$125.2K2026-11-04
Red Spruce Capital, LLC
UNCHANGED4,5574,55700%$2.6M$2.8M+$140.6K2026-10-07
Anchyra Partners LLC
INCREASED4,5194,254+265+6%$2.5M$2.8M+$293.4K2026-10-13
Concord Asset Management, LLC
INCREASED4,5164,350+166+4%$2.5M$2.8M+$235.5K2026-11-02
Interchange Capital Partners, LLC
DECREASED4,5134,638-125-3%$2.7M$2.8M+$73.0K2026-10-28
St. Johns Investment Management Company, LLC
INCREASED4,5094,194+315+8%$2.4M$2.8M+$322.1K2026-10-30
Redstone Wealth Management, LLC
UNCHANGED4,5094,50900%$2.6M$2.8M+$139.1K2026-10-20
Next Level Private LLC
INCREASED4,5074,436+71+2%$2.6M$2.8M+$180.3K2026-10-20
Summit Wealth Group LLC / Co
INCREASED4,5052,360+2,145+91%$1.4M$2.8M+$1.4M2026-10-29
Kingsman Wealth Management, Inc.
INCREASED4,4913,893+598+15%$2.3M$2.7M+$485.9K2026-10-13
Westwind Capital
DECREASED4,4895,841-1,352-23%$3.4M$2.7M-$647.0K2026-10-08
Midland Wealth Advisors, LLC
DECREASED4,4644,595-131-3%$2.7M$2.7M+$61.6K2026-10-26
Clear Wave Wealth Management LLC
INCREASED4,4563,216+1,240+39%$1.9M$2.7M+$857.8K2026-11-04
Putney Financial Group LLC
INCREASED4,4554,395+60+1%$2.6M$2.7M+$172.3K2026-10-30
West Family Investments, Inc.
DECREASED4,4544,922-468-10%$2.9M$2.7M-$134.5K2026-11-09
Klingman & Associates, LLC
INCREASED4,4294,245+184+4%$2.5M$2.7M+$243.5K2026-10-20
Advisor OS, LLC
INCREASED4,4274,414+13+0%$2.6M$2.7M+$144.1K2026-11-03
Paragon Capital Management Inc
DECREASED4,4244,764-340-7%$2.8M$2.7M-$60.8K2026-10-15
Balefire, LLC
DECREASED4,3894,458-69-2%$2.6M$2.7M+$95.3K2026-10-09
Clarus Wealth Advisors
INCREASED4,3843,755+629+17%$1.9M$2.7M+$723.2K2026-10-13
Quadcap Wealth Management, LLC
DECREASED4,3814,391-100%$2.6M$2.7M+$129.3K2026-11-02
Prairie Advisory, LLC
INCREASED4,3802,185+2,195+100%$1.3M$2.7M+$1.4M2026-10-19
Whalen Wealth Management Inc.
INCREASED4,3673,565+802+23%$2.1M$2.7M+$600.9K2026-10-08
Penobscot Investment Management Company, Inc.
DECREASED4,3644,395-31-1%$2.6M$2.7M+$116.6K2026-10-26
LifePlan Financial, LLC
DECREASED4,3514,585-234-5%$2.7M$2.7M+$37.2K2026-10-13
Park Capital Management, LLC / WI
DECREASED4,3374,655-318-7%$2.7M$2.7M-$50.6K2026-10-13
Floyd Financial Group LLC
DECREASED4,3124,716-404-9%$2.6M$2.6M+$26.1K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,3034,357-54-1%$2.5M$2.6M+$102.0K2026-10-14
FCG Investment Co
INCREASED4,2953,566+729+20%$2.1M$2.6M+$556.0K2026-10-13
PW Nova Financial Services LLC
DECREASED4,2954,821-526-11%$2.8M$2.6M-$173.1K2026-10-15
Parcion Private Wealth LLC
INCREASED4,2943,796+498+13%$2.2M$2.6M+$421.8K2026-10-28
Brandywine OAK Private Wealth LLC
DECREASED4,2734,454-181-4%$2.6M$2.6M+$26.7K2026-10-23
Abound Wealth Management
INCREASED4,268394+3,874+983%$229.1K$2.6M+$2.4M2026-10-26
Churchill Financial Advisors, LLC
DECREASED4,2644,553-289-6%$2.6M$2.6M-$36.3K2026-10-20
Fortis Capital Advisors, LLC
INCREASED4,2483,516+732+21%$2.0M$2.6M+$556.6K2026-11-09
Sun Group Wealth Partners
INCREASED4,2454,242+3+0%$2.5M$2.6M+$132.7K2026-10-26
Consilium Wealth Advisory, LLC
DECREASED4,2345,170-936-18%$3.0M$2.6M-$413.1K2026-10-14
Arta Finance Wealth Management LLC
INCREASED4,2193,988+231+6%$2.3M$2.6M+$264.3K2026-10-28
Financial & Tax Architects, LLC
INCREASED4,2091,131+3,078+272%$657.0K$2.6M+$1.9M2026-10-15
Madrona Financial Services, LLC
INCREASED4,1894,094+95+2%$2.4M$2.6M+$184.4K2026-10-23
Falcon Wealth Planning
INCREASED4,1852,279+1,906+84%$1.3M$2.6M+$1.2M2026-11-06
Inscription Capital, LLC
DECREASED4,1835,195-1,012-19%$3.0M$2.6M-$458.8K2026-11-02
Kenora Financial, LLC
DECREASED4,1535,075-922-18%$2.9M$2.5M-$407.5K2026-10-20
Northern Financial Advisors Inc
DECREASED4,1454,280-135-3%$2.5M$2.5M+$49.3K2026-10-29
Modera Wealth Management, LLC
DECREASED4,1324,243-111-3%$2.5M$2.5M+$63.3K2026-10-28
Marathon Capital Management
INCREASED4,1294,124+5+0%$2.4M$2.5M+$130.3K2026-10-23
Ledyard National Bank
INCREASED4,1202,225+1,895+85%$1.3M$2.5M+$1.2M2026-10-21
Asset Advisors Investment Management, LLC
NEW4,082—+4,082——$2.5M—2026-10-19
Beacon Financial Group
DECREASED4,0824,293-211-5%$2.5M$2.5M+$3.3K2026-10-19
Fiduciary Financial Group, LLC
DECREASED4,0814,163-82-2%$2.4M$2.5M+$78.3K2026-10-13
Empire Life Investments Inc.
DECREASED4,0744,098-24-1%$2.4M$2.5M+$111.7K2026-11-06
Petros Family Wealth, LLC
DECREASED4,0624,064-20%$2.4M$2.5M+$124.2K2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED4,0542,724+1,330+49%$1.6M$2.5M+$897.7K2026-10-13
Oakwell Private Wealth Management, LLC
INCREASED4,0364,002+34+1%$2.3M$2.5M+$144.3K2026-11-06
Darden Wealth Group Inc
INCREASED4,0343,454+580+17%$2.0M$2.5M+$461.5K2026-11-06
Heritage OAK Wealth Advisors LLC
DECREASED4,0328,406-4,374-52%$4.9M$2.5M-$2.4M2026-10-14
Claro Advisors Inc.
INCREASED4,0233,874+149+4%$2.3M$2.5M+$210.7K2026-11-02
Bernardo Wealth Planning LLC
INCREASED4,0081,913+2,095+110%$1.1M$2.5M+$1.3M2026-10-23
Able Financial Group, LLC
INCREASED4,0043,611+393+11%$2.1M$2.4M+$351.8K2026-10-14
Parametrica Management Ltd
NEW4,000—+4,000——$2.4M—2026-10-27
Ddfg, Inc
UNCHANGED4,0004,00000%$2.3M$2.4M+$123.4K2026-10-15
SLT Holdings LLC
DECREASED3,9935,493-1,500-27%$3.2M$2.4M-$748.2K2026-10-15
Cullinan Associates Inc
INCREASED3,9633,719+244+7%$2.2M$2.4M+$264.0K2026-11-03
Eddie Patel Inc
INCREASED3,9623,663+299+8%$2.1M$2.4M+$295.8K2026-11-02
Sound Income Strategies, LLC
INCREASED3,9523,201+751+23%$1.9M$2.5M+$593.4K2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED3,9483,775+173+5%$2.2M$2.4M+$222.3K2026-10-26
Apollon Financial, LLC
INCREASED3,9433,881+62+2%$2.3M$2.4M+$157.7K2026-10-23
CFC Planning Co LLC
INCREASED3,939437+3,502+801%$253.9K$2.4M+$2.2M2026-10-28
Advisory Solutions Group, LLC
INCREASED3,9321,188+2,744+231%$690.1K$2.4M+$1.7M2026-10-14
Western Financial Corp
DECREASED3,9149,814-5,900-60%$5.7M$2.4M-$3.3M2026-10-14
Relyea Zuckerberg Hanson LLC
DECREASED3,9114,080-169-4%$2.4M$2.4M+$22.5K2026-10-20
Bigelow Investment Advisors, LLC
DECREASED3,9104,171-261-6%$2.4M$2.4M-$31.0K2026-10-13
Provident Living Financial Services, Inc.
DECREASED3,9084,465-557-12%$2.6M$2.0M-$621.0K2026-11-03
Strive Financial Group,LLC
INCREASED3,9033,414+489+14%$2.0M$2.4M+$404.3K2026-11-09
BCM Advisors, LLC
DECREASED3,90212,230-8,328-68%$6.4M$2.0M-$4.4M2026-11-03
Mainstream Capital Management LLC
DECREASED3,9004,030-130-3%$2.3M$2.4M+$44.8K2026-10-23
Gradient Capital Advisors, LLC
DECREASED3,8954,766-871-18%$2.8M$2.4M-$385.8K2026-10-21
West Wealth Group, LLC
DECREASED3,8904,527-637-14%$2.6M$2.4M-$250.0K2026-10-14
Campbell Newman Asset Management Inc
DECREASED3,8873,951-64-2%$2.3M$2.4M+$82.7K2026-10-22
Confluence Wealth Services, Inc.
DECREASED3,8847,143-3,259-46%$4.1M$2.4M-$1.8M2026-11-05
City State Bank
DECREASED3,8763,996-120-3%$2.3M$2.4M+$49.9K2026-10-20
Forum Financial Management, LP
DECREASED3,8733,960-87-2%$2.3M$2.4M+$69.2K2026-10-16
First Business Financial Services, Inc.
INCREASED3,8683,600+268+7%$2.1M$2.4M+$275.0K2026-10-29
Bank of Stockton
DECREASED3,8644,472-608-14%$2.6M$2.4M-$234.0K2026-10-20
Smart Wealth LLC
DECREASED3,8523,955-103-3%$2.3M$2.4M+$59.0K2026-11-04
Spectrum Strategic Capital Management, LLC
DECREASED3,8256,186-2,361-38%$3.6M$2.3M-$1.3M2026-10-22
Bria Capital Group, LLC
DECREASED3,8194,502-683-15%$2.6M$2.3M-$278.9K2026-10-22
Seelaus Asset Management LLC
DECREASED3,8034,346-543-12%$2.5M$2.3M-$198.1K2026-10-14
West Michigan Advisors, LLC
NEW3,795—+3,795——$2.3M—2026-11-09
New England Research & Management, Inc.
INCREASED3,770475+3,295+694%$275.9K$2.3M+$2.0M2026-10-16
Garrett Wealth Advisory Group, LLC
DECREASED3,7623,830-68-2%$2.2M$2.3M+$76.6K2026-10-22
International Private Wealth Advisors LLC
NEW3,752—+3,752——$2.3M—2026-11-05
Brick & Kyle, Associates
DECREASED3,73444,247-40,513-92%$9.0M$2.3M-$6.7M2026-11-05
Brady Martz Wealth Solutions, LLC
DECREASED3,7263,879-153-4%$2.3M$2.3M+$26.1K2026-11-05
Clear Trail Advisors, LLC
DECREASED3,7224,002-280-7%$2.3M$2.3M-$47.7K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED3,7172,524+1,193+47%$1.5M$2.3M+$808.0K2026-10-29
Nicholas Wealth, Llc.
DECREASED3,7165,075-1,359-27%$2.9M$2.3M-$674.8K2026-10-26
Plancorp, LLC
INCREASED3,7073,629+78+2%$1.9M$1.9M-$68.0K2026-11-03
Greenfield Savings Bank
INCREASED3,6983,569+129+4%$2.1M$2.3M+$189.0K2026-10-07
Silphium Asset Management Ltd
UNCHANGED3,6953,69500%$2.1M$2.3M+$114.0K2026-10-27
Rare Wolf Capital LLC
DECREASED3,6944,373-679-16%$2.5M$2.3M-$280.5K2026-10-20
Third View Private Wealth, LLC
INCREASED3,6932,677+1,016+38%$1.6M$2.3M+$703.8K2026-10-30
Acorn Creek Capital LLC
INCREASED3,6883,665+23+1%$2.1M$2.3M+$127.1K2026-11-05
Amitell Capital Pte Ltd
NEW3,686—+3,686——$2.3M—2026-11-02
Element Pointe Advisors, LLC
UNCHANGED3,6713,67100%$2.1M$2.2M+$113.2K2026-10-21
AMG National Trust Bank
INCREASED3,6663,045+621+20%$1.8M$2.2M+$473.8K2026-11-05
Congress Park Capital LLC
DECREASED3,6594,442-783-18%$2.6M$2.2M-$342.0K2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED3,643241+3,402+1412%$140.4K$2.2M+$2.1M2026-10-16
Retirement Planning Group, LLC
INCREASED3,6393,479+160+5%$2.0M$2.2M+$205.3K2026-10-19
Provenance Wealth Advisors, LLC
INCREASED3,6271,396+2,231+160%$811.0K$2.2M+$1.4M2026-10-30
Boomfish Wealth Group, LLC
INCREASED3,6273,556+71+2%$2.1M$2.2M+$153.1K2026-10-22
Shum Financial Group, Inc.
INCREASED3,6243,400+224+7%$2.0M$2.2M+$241.9K2026-10-13
Beacon Capital Management, LLC
DECREASED3,5983,664-66-2%$2.1M$2.2M+$72.7K2026-10-23
Wealth Architects, LLC
INCREASED3,5923,536+56+2%$2.1M$2.2M+$143.3K2026-11-03
Jacobsen Capital Management
DECREASED3,5903,667-77-2%$2.1M$2.2M+$66.0K2026-10-27
Traveka Wealth, LLC
INCREASED3,5873,446+141+4%$2.0M$2.2M+$192.6K2026-10-19
Northwest Wealth Management, LLC
INCREASED3,5843,478+106+3%$2.0M$2.2M+$172.1K2026-10-30
MCF Advisors LLC
INCREASED3,5783,523+55+2%$2.0M$2.2M+$142.3K2026-10-28
AMG Asset Management Group, Inc.
DECREASED3,5693,573-40%$2.1M$2.2M+$107.8K2026-10-21
Financial Partners Group, Inc
INCREASED3,5663,275+291+9%$1.9M$2.2M+$279.1K2026-10-19
Comprehensive Financial Planning, Inc.
INCREASED3,5592,686+873+33%$1.6M$2.2M+$617.3K2026-10-27
StoneRidge PMG Advisors, LLC
NEW3,555—+3,555——$2.2M—2026-11-04
First United Bank & Trust
DECREASED3,5363,609-73-2%$2.1M$2.2M+$66.7K2026-10-22
Obermeyer Wealth Partners
INCREASED3,5303,529+1+0%$2.1M$2.2M+$109.5K2026-10-21
First Command Advisory Services, Inc.
INCREASED3,496967+2,529+262%$561.7K$2.1M+$1.6M2026-11-05
Elevation Wealth Management LLC
INCREASED3,4913,305+186+6%$1.9M$2.1M+$215.6K2026-11-02
Allen Capital Group, LLC
INCREASED3,4893,070+419+14%$1.8M$2.1M+$351.0K2026-10-27
Waldron Private Wealth LLC
DECREASED3,4633,829-366-10%$2.2M$2.1M-$105.8K2026-11-02
Aviso Wealth Management
DECREASED3,4603,483-23-1%$2.0M$2.1M+$93.4K2026-11-04
SilverOak Wealth Management LLC
DECREASED3,4543,465-110%$2.0M$2.1M+$100.2K2026-10-29
TCI Wealth Advisors, Inc.
INCREASED3,443974+2,469+253%$565.7K$2.1M+$1.5M2026-10-30
Evolution Wealth Advisors, LLC
INCREASED3,4393,378+61+2%$2.0M$2.1M+$141.5K2026-11-03
Legacy Financial Strategies, LLC
INCREASED3,4383,235+203+6%$1.9M$2.1M+$223.8K2026-10-15
Legacy Advisors, LLC
DECREASED3,4363,472-36-1%$2.0M$2.1M+$85.2K2026-10-19
Burling Wealth Partners, LLC
DECREASED3,4334,558-1,125-25%$2.6M$2.1M-$547.6K2026-11-09
Pekin Hardy Strauss, Inc.
DECREASED3,4303,540-110-3%$2.1M$2.1M+$41.9K2026-11-02
Roman Butler Fullerton & Co
INCREASED3,4283,400+28+1%$1.8M$1.8M+$27.5K2026-10-27
Blue Jean Financial LLC
NEW3,421—+3,421——$2.1M—2026-10-20
LJI Wealth Management, LLC
DECREASED3,4103,414-40%$2.0M$2.1M+$102.9K2026-10-28
Connecticut Capital Management Group, LLC
INCREASED3,4093,379+30+1%$2.0M$2.1M+$122.6K2026-10-29
Malaga Cove Capital, LLC
DECREASED3,4063,670-264-7%$2.1M$2.1M-$48.3K2026-10-23
Alamar Capital Management, LLC
UNCHANGED3,4003,40000%$2.0M$2.1M+$104.9K2026-11-02
Impact Partnership Wealth, LLC
INCREASED3,3963,040+356+12%$1.8M$2.1M+$311.6K2026-11-09
Ninety One UK Ltd
INCREASED3,395433+2,962+684%$251.5K$2.1M+$1.8M2026-10-15
Bison Wealth, LLC
INCREASED3,3942,976+418+14%$1.6M$2.0M+$374.0K2026-10-13
3Chopt Investment Partners, LLC
INCREASED3,3882,964+424+14%$1.7M$2.1M+$350.8K2026-10-30
USA Financial Formulas
NEW3,362—+3,362——$2.1M—2026-10-16
USAdvisors Wealth Management, LLC
INCREASED3,3613,357+4+0%$2.0M$2.1M+$106.0K2026-10-21
Contravisory Investment Management, Inc.
DECREASED3,3603,410-50-1%$2.0M$2.1M+$74.6K2026-10-13
Armstrong Advisory Group, Inc
INCREASED3,3502,710+640+24%$1.6M$2.0M+$475.1K2026-10-09
Journey Advisory Group, LLC
UNCHANGED3,3483,34800%$1.9M$2.0M+$103.3K2026-11-04
Optima Capital LLC
DECREASED3,3443,980-636-16%$2.3M$2.0M-$266.3K2026-10-29
HCR Wealth Advisors
INCREASED3,3223,179+143+5%$1.8M$2.0M+$185.6K2026-10-15
Bullock Wealth Management Group
INCREASED3,3213,301+20+1%$1.8M$2.0M+$259.4K2026-10-09
Victrix Investment Advisors
DECREASED3,3173,532-215-6%$2.1M$2.0M-$22.6K2026-10-13
Encompass More Asset Management
INCREASED3,3162,047+1,269+62%$1.2M$2.0M+$839.1K2026-10-16
Foster Group, Inc.
DECREASED3,3123,349-37-1%$1.9M$2.0M+$80.7K2026-10-13
First Heartland Consultants, Inc.
DECREASED3,3073,391-84-2%$2.0M$2.0M+$53.3K2026-10-08
JB Capital LLC
INCREASED3,2883,246+42+1%$1.9M$2.0M+$125.9K2026-10-19
HBW Advisory Services LLC
INCREASED3,2632,913+350+12%$1.7M$2.0M+$303.8K2026-10-15
Canopy Partners, LLC
INCREASED3,2623,096+166+5%$1.8M$2.0M+$197.1K2026-10-28
Swmg, LLC
INCREASED3,2623,260+2+0%$1.8M$1.7M-$130.0K2026-10-23
Fischer Financial Services, Inc.
UNCHANGED3,2503,25000%$1.9M$2.0M+$100.3K2026-10-30
Bfsg, LLC
DECREASED3,2444,250-1,006-24%$2.5M$2.0M-$484.3K2026-10-30
GenTrust, LLC
DECREASED3,2335,786-2,553-44%$3.4M$2.0M-$1.4M2026-11-06
Keudell ison Wealth Management
INCREASED3,2213,064+157+5%$1.8M$2.0M+$190.6K2026-10-16
QTR Family Wealth, LLC
DECREASED3,2153,311-96-3%$1.9M$2.0M+$43.4K2026-11-02
IVC Wealth Advisors LLC
DECREASED3,1973,225-28-1%$1.9M$2.0M+$82.4K2026-10-23
Gerald Baker Financial Group LLC
UNCHANGED3,1963,19600%$1.9M$2.0M+$98.6K2026-10-09
BOS Asset Management, LLC
DECREASED3,1893,781-592-16%$2.2M$2.0M-$245.5K2026-10-09
Cyndeo Wealth Partners, LLC
DECREASED3,1893,266-77-2%$1.9M$2.0M+$54.1K2026-10-16
FSM Wealth Advisors, LLC
INCREASED3,1893,153+36+1%$1.8M$2.0M+$147.9K2026-10-27
MinichMacGregor Wealth Management, LLC
INCREASED3,1612,885+276+10%$1.7M$1.9M+$257.8K2026-10-14
Central Bank & Trust Co
INCREASED3,1572,206+951+43%$1.3M$1.9M+$649.8K2026-10-09
Cross Staff Investments Inc
UNCHANGED3,1543,15400%$1.8M$1.9M+$97.3K2026-10-22
Fermata Advisors, LLC
INCREASED3,1492,501+648+26%$1.5M$1.9M+$473.6K2026-10-13
Triumph Capital Management
DECREASED3,1373,235-98-3%$1.9M$1.9M+$40.3K2026-10-14
Compass Wealth Management, LLC
UNCHANGED3,1063,10600%$1.8M$1.9M+$95.8K2026-10-30
Welch & Forbes LLC
DECREASED3,1054,123-1,018-25%$2.4M$1.9M-$495.6K2026-11-04
Asahi Life Asset Management Co., Ltd.
INCREASED3,1022,066+1,036+50%$1.2M$1.9M+$697.5K2026-11-06
Fortem Financial Group, LLC
DECREASED3,0993,277-178-5%$1.9M$1.9M-$7.8K2026-10-20
Great Waters Wealth Management
UNCHANGED3,0933,09300%$1.8M$1.9M+$95.4K2026-10-07
TrueMark Investments, LLC
DECREASED3,0923,140-48-2%$1.8M$1.9M+$67.5K2026-11-05
King Wealth Management Group
INCREASED3,0903,083+7+0%$1.8M$1.9M+$99.0K2026-11-09
Leo Wealth, LLC
NEW3,089—+3,089——$1.9M—2026-10-26
Richardson Financial Services Inc.
DECREASED3,0813,851-770-20%$2.2M$1.9M-$352.3K2026-10-30
Worthington Financial Partners, LLC
DECREASED3,0793,154-75-2%$1.8M$1.9M+$51.3K2026-10-13
Zinnia Wealth Advisory, LLC
DECREASED3,0763,158-82-3%$1.8M$1.9M+$47.3K2026-11-06
Curbstone Financial Management Corp
DECREASED3,0523,230-178-6%$1.9M$1.9M-$9.2K2026-10-21
Financial Management Professionals, Inc.
DECREASED3,0433,062-19-1%$1.8M$1.9M+$82.8K2026-10-23
Vicus Capital
INCREASED3,0423,029+13+0%$1.8M$1.9M+$101.4K2026-11-05
Birch Financial Group, LLC
DECREASED3,0413,166-125-4%$1.8M$1.9M+$21.1K2026-10-27
Trillium Asset Management, LLC
DECREASED3,0383,438-400-12%$2.0M$1.9M-$138.6K2026-11-09
Argentarii, LLC
INCREASED3,0383,004+34+1%$1.4M$1.9M+$433.7K2026-10-28
Gradient Investments LLC
INCREASED3,0312,800+231+8%$1.6M$1.9M+$227.7K2026-10-08
Enzi Wealth
DECREASED3,0203,947-927-23%$2.2M$1.8M-$334.8K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED3,0082,820+188+7%$1.6M$1.8M+$201.8K2026-10-20
Paradigm Asset Management Co LLC
DECREASED3,0003,667-667-18%$2.1M$1.8M-$294.9K2026-11-05
Coastline Trust Co
DECREASED2,9953,761-766-20%$2.2M$1.8M-$352.6K2026-10-01
Gerber, LLC
UNCHANGED2,9922,99200%$1.7M$1.8M+$92.3K2026-10-21
PUREfi Wealth, LLC
INCREASED2,9862,910+76+3%$1.7M$1.8M+$136.3K2026-10-19
Outfitters Financial LLC
DECREASED2,9803,440-460-13%$2.0M$1.8M-$175.3K2026-10-23
Emissary Wealth LLC
DECREASED2,9783,040-62-2%$1.8M$1.8M+$55.9K2026-11-09
GEM Asset Management, LLC
DECREASED2,9633,078-115-4%$1.8M$1.8M+$24.6K2026-10-13
Tran Capital Management, L.P.
DECREASED2,9603,013-53-2%$1.8M$1.8M+$60.5K2026-10-19
BankPlus Trust Department
UNCHANGED2,9522,95200%$1.7M$1.8M+$91.1K2026-11-06
Impact Capital Partners LLC
INCREASED2,9462,300+646+28%$1.3M$1.8M+$466.2K2026-10-22
RFG - Bristol Wealth Advisors, LLC
DECREASED2,9353,339-404-12%$1.9M$1.8M-$144.1K2026-10-09
Register Financial Advisors LLC
DECREASED2,9332,979-46-2%$1.7M$1.8M+$63.8K2026-10-23
Ashurst Perkins Coie Trust Co
INCREASED2,9312,899+32+1%$1.7M$1.8M+$109.0K2026-10-15
GoalFusion Wealth Management, LLC
DECREASED2,9203,370-450-13%$2.0M$1.8M-$171.3K2026-10-06
Diligent Investors, LLC
UNCHANGED2,9182,91800%$1.7M$1.8M+$90.0K2026-10-21
Pine Haven Investment Counsel, Inc
DECREASED2,9012,912-110%$1.7M$1.8M+$83.1K2026-11-02
Harbor Capital Advisors, Inc.
NEW2,899—+2,899——$1.8M—2026-10-22
EdgeRock Capital LLC
INCREASED2,8972,641+256+10%$1.5M$1.8M+$238.1K2026-11-03
Center for Financial Planning, Inc.
DECREASED2,8972,963-66-2%$1.7M$1.8M+$51.0K2026-10-26
Essex LLC
INCREASED2,8832,733+150+5%$1.6M$1.8M+$176.1K2026-10-14
Centennial Wealth Advisory LLC
DECREASED2,8762,938-62-2%$1.7M$1.8M+$53.3K2026-10-16
SGL Investment Advisors, Inc.
INCREASED2,8712,773+98+4%$1.3M$1.3M-$12.9K2026-11-09
Douglas Lane & Associates, LLC
DECREASED2,8553,018-163-5%$1.8M$1.7M-$6.6K2026-10-09
Hamilton Capital, LLC
INCREASED2,851856+1,995+233%$497.3K$1.7M+$1.2M2026-10-08
Syntegra Private Wealth Group, LLC
DECREASED2,8502,878-28-1%$1.7M$1.7M+$71.7K2026-10-13
TigerOak Management, L.L.C.
INCREASED2,8492,744+105+4%$1.6M$1.7M+$148.9K2026-10-23
Hoxton Planning & Management, LLC
INCREASED2,8462,730+116+4%$1.6M$1.7M+$155.2K2026-10-15
Sterling Investment Advisors, Ltd.
DECREASED2,8383,623-785-22%$2.1M$1.7M-$368.5K2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED2,8322,772+60+2%$946.7K$1.0M+$75.0K2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED2,8282,683+145+5%$1.6M$1.7M+$171.5K2026-10-16
Mirador Capital Partners LP
DECREASED2,8273,099-272-9%$1.8M$1.7M-$70.8K2026-10-09
Univest Financial Corp
INCREASED2,8132,304+509+22%$1.3M$1.7M+$382.5K2026-11-05
Commonwealth Financial Services, LLC
DECREASED2,8063,142-336-11%$1.8M$1.7M-$108.6K2026-10-20
Guerra PAN Advisors, LLC
UNCHANGED2,8042,80400%$1.6M$1.5M-$120.2K2026-10-26
KCM Investment Advisors LLC
INCREASED2,7982,609+189+7%$1.5M$1.7M+$196.1K2026-10-27
Herold Advisors, Inc.
DECREASED2,7963,062-266-9%$1.8M$1.7M-$65.3K2026-10-19
Intrua Financial, LLC
DECREASED2,7812,851-70-2%$1.7M$1.7M+$45.1K2026-10-28
Poehling Capital Management, Inc.
INCREASED2,7782,768+10+0%$1.6M$1.7M+$91.5K2026-10-20
Trust Co of Oklahoma
DECREASED2,7762,805-29-1%$1.6M$1.7M+$68.8K2026-10-15
Uptick Partners, LLC
INCREASED2,7752,395+380+16%$1.4M$1.7M+$306.3K2026-11-04
Convergence Financial, LLC
DECREASED2,7713,850-1,079-28%$2.2M$1.7M-$541.3K2026-10-27
Veery Capital, LLC
DECREASED2,7662,793-27-1%$1.6M$1.7M+$69.6K2026-10-07
Collaborative Fund Advisors, LLC
INCREASED2,7532,010+743+37%$1.2M$1.7M+$516.5K2026-11-02
Hilltop National Bank
DECREASED2,7492,826-77-3%$1.6M$1.7M+$40.1K2026-10-14
Spear Advisors LLC
DECREASED2,7362,876-140-5%$1.7M$1.7M+$3.1K2026-10-27
Uniting Wealth Partners, LLC
DECREASED2,7353,288-553-17%$1.9M$1.7M-$236.9K2026-11-06
Avaii Wealth Management, LLC
DECREASED2,7332,772-39-1%$1.6M$1.7M+$122.2K2026-10-09
May Hill Capital, LLC
INCREASED2,7322,461+271+11%$1.4M$1.7M+$241.7K2026-11-03
Generate Investment Management Ltd
DECREASED2,72451,671-48,947-95%$30.0M$1.7M-$28.3M2026-10-14
55 North Private Wealth, LLC
INCREASED2,7132,677+36+1%$1.6M$1.7M+$104.6K2026-10-20
Westover Capital Advisors, LLC
DECREASED2,6942,697-30%$1.6M$1.6M+$81.4K2026-10-26
Lodestone Wealth Management LLC
DECREASED2,6922,747-55-2%$1.6M$1.6M+$51.1K2026-10-14
Gen-Wealth Partners Inc
DECREASED2,6883,967-1,279-32%$2.3M$1.6M-$660.0K2026-11-04
Asset Planning,Inc
INCREASED2,6862,526+160+6%$1.5M$1.6M+$175.8K2026-10-26
Greenwood Gearhart LLC
INCREASED2,6741,385+1,289+93%$804.8K$1.6M+$831.0K2026-11-02
Doliver Advisors, LP
DECREASED2,6672,834-167-6%$1.6M$1.6M-$14.7K2026-10-01
Chicago Trust Co NA
DECREASED2,6643,414-750-22%$2.0M$1.6M-$353.5K2026-10-28
Vision Capital Management, Inc.
UNCHANGED2,6632,66300%$1.5M$1.6M+$82.2K2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED2,6592,422+237+10%$1.4M$1.6M+$220.0K2026-10-14
Pinion Investment Advisors, LLC
DECREASED2,6582,865-207-7%$1.7M$1.6M-$38.2K2026-11-04
TrinityBridge Ltd
DECREASED2,6492,813-164-6%$1.6M$1.6M-$12.0K2026-10-30
Everett Harris & Co
DECREASED2,6422,896-254-9%$1.7M$1.6M-$66.0K2026-10-28
Woodmont Investment Counsel LLC
INCREASED2,6401,403+1,237+88%$815.0K$1.6M+$800.2K2026-10-29
Enterprise Financial Services Corp
DECREASED2,6382,642-40%$1.5M$1.6M+$79.1K2026-11-03
Donoghue Forlines LLC
DECREASED2,6319,141-6,510-71%$5.3M$1.6M-$3.7M2026-11-02
Lodestar Private Asset Management LLC
DECREASED2,6282,642-14-1%$1.5M$1.6M+$72.9K2026-10-26
Alliance Private Wealth, LLC
DECREASED2,6246,514-3,890-60%$3.8M$1.6M-$2.2M2026-10-20
Ervin Investment Management, LLC
DECREASED2,6242,740-116-4%$1.6M$1.6M+$13.7K2026-10-23
AWM Capital, LLC
INCREASED2,6222,521+101+4%$1.5M$1.6M+$139.6K2026-10-16
TriaGen Wealth Management LLC
INCREASED2,6171,082+1,535+142%$628.5K$1.6M+$972.2K2026-10-14
AlTi Global, Inc.
DECREASED2,6154,633-2,018-44%$2.7M$1.6M-$1.1M2026-11-09
Vertrix Wealth Management, LLC
UNCHANGED2,6132,61300%$1.5M$1.6M+$80.6K2026-10-13
Arlington Capital Management Inc
UNCHANGED2,6032,60300%$1.5M$1.6M+$80.3K2026-10-30
Crystal Rock Capital Management
UNCHANGED2,6002,60000%$1.5M$1.6M+$80.2K2026-10-28
Affinity Capital Advisors, LLC
INCREASED2,587847+1,740+205%$467.6K$1.6M+$1.1M2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED2,5852,611-26-1%$1.5M$1.6M+$64.6K2026-10-14
State of Wyoming
DECREASED2,5845,431-2,847-52%$3.2M$1.6M-$1.6M2026-10-28
D'Orazio & Associates, Inc.
INCREASED2,5722,390+182+8%$1.4M$1.6M+$185.1K2026-11-04
Investors Research Corp
DECREASED2,5722,659-87-3%$1.5M$1.6M+$28.8K2026-10-07
Gemmer Asset Management LLC
DECREASED2,5662,774-208-7%$1.6M$1.6M-$41.7K2026-10-16
Forvis Mazars Wealth Advisors, LLC
INCREASED2,5662,517+49+2%$1.5M$1.6M+$107.6K2026-10-13
Independent Solutions Wealth Management, LLC
INCREASED2,5632,540+23+1%$1.5M$1.6M+$92.4K2026-10-28
Brucke Financial, Inc.
INCREASED2,5612,394+167+7%$1.4M$1.6M+$176.0K2026-10-23
Postrock Partners LLC
DECREASED2,5599,109-6,550-72%$5.3M$1.6M-$3.7M2026-11-02
Tritonpoint Wealth, LLC
INCREASED2,5532,485+68+3%$1.4M$1.6M+$118.3K2026-10-19
Marin Bay Wealth Advisors, LLC
DECREASED2,5492,618-69-3%$1.5M$1.6M+$38.6K2026-10-28
Spartan Planning & Wealth Management
DECREASED2,5472,729-182-7%$1.6M$1.6M-$27.3K2026-10-13
CRA Financial Services, LLC
INCREASED2,5422,328+214+9%$1.4M$1.6M+$202.5K2026-10-16
Independent Wealth Network Inc.
INCREASED2,5412,427+114+5%$1.4M$1.6M+$144.9K2026-10-19
Elevated Capital Advisors, LLC
DECREASED2,5353,978-1,443-36%$2.3M$1.6M-$760.0K2026-11-04
Certified Advisory Corp
DECREASED2,5332,704-171-6%$1.6M$1.5M-$20.9K2026-10-29
Physician Wealth Solutions Inc.
DECREASED2,5323,500-968-28%$2.0M$1.5M-$484.2K2026-10-14
Little House Capital LLC
NEW2,530—+2,530——$1.5M—2026-11-06
Themes Management Co LLC
DECREASED2,5206,648-4,128-62%$3.9M$1.5M-$2.3M2026-10-29
Thrive Wealth Management, LLC
INCREASED2,5192,374+145+6%$1.4M$1.5M+$161.6K2026-10-13
Richards, Merrill & Peterson, Inc.
DECREASED2,5172,643-126-5%$1.5M$1.5M+$4.5K2026-10-19
Heritage Family Offices, LLP
INCREASED2,5071,984+523+26%$1.2M$1.5M+$381.1K2026-11-02
Manchester Capital Management LLC
DECREASED2,5032,896-393-14%$1.7M$1.5M-$151.1K2026-10-22
Rockline Wealth Management, LLC
INCREASED2,5022,494+8+0%$1.4M$1.5M+$81.8K2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED2,5002,152+348+16%$1.3M$1.5M+$279.5K2026-10-15
Wilmington Savings Fund Society, FSB
INCREASED2,4962,377+119+5%$1.4M$1.5M+$146.1K2026-10-23
Crusonia Wealth Advisors LLC
DECREASED2,4942,603-109-4%$1.5M$1.5M+$13.8K2026-10-26
MW Advisory, LLC
INCREASED2,4922,381+111+5%$1.4M$1.5M+$141.4K2026-10-19
Allegiance Financial Group Advisory Services LLC
INCREASED2,488452+2,036+450%$262.6K$1.5M+$1.3M2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED2,4854,846-2,361-49%$2.8M$1.5M-$1.3M2026-11-05
Martin Capital Advisors, LLP
DECREASED2,4832,489-60%$1.4M$1.5M+$73.1K2026-10-15
Pictet Bank & Trust Ltd
DECREASED2,4813,749-1,268-34%$2.2M$1.5M-$660.1K2026-10-21
Mechanics Financial Corp
INCREASED2,4702,363+107+5%$1.4M$1.5M+$138.4K2026-11-05
Simon Quick Advisors, LLC
INCREASED2,4571,221+1,236+101%$709.6K$1.5M+$793.5K2026-10-26
Francis Financial, Inc.
INCREASED2,4551,926+529+27%$1.1M$1.5M+$383.0K2026-11-09
Cookson Peirce & Co Inc
INCREASED2,453603+1,850+307%$350.3K$1.5M+$1.2M2026-10-30
Quantum Financial Advisors, LLC
INCREASED2,4522,396+56+2%$1.4M$1.5M+$108.2K2026-11-03
Financial Perspectives, Inc
UNCHANGED2,4512,45100%$1.4M$1.5M+$75.6K2026-11-03
Excalibur Management Corp
DECREASED2,4492,585-136-5%$1.5M$1.5M-$3.5K2026-11-02
Acorn Financial Advisory Services Inc
INCREASED2,4472,201+246+11%$1.3M$1.5M+$218.9K2026-11-02
Sherman Wealth Management LLC
UNCHANGED2,4372,43700%$1.4M$1.5M+$75.2K2026-10-16
Meridian Wealth Partners, LLC
INCREASED2,4352,273+162+7%$1.3M$1.5M+$169.2K2026-11-09
Trueblood Wealth Management, LLC
DECREASED2,4282,441-13-1%$1.4M$1.5M+$67.4K2026-10-23
BAR Harbor Wealth Management
DECREASED2,4262,471-45-2%$1.4M$1.5M+$48.7K2026-10-21
Piedmont Capital Management, LLC
DECREASED2,4262,461-35-1%$1.4M$1.5M+$54.5K2026-10-21
Alliance Wealth Advisors, LLC
DECREASED2,4172,554-137-5%$1.5M$1.5M-$5.0K2026-10-14
Sara-Bay Financial
INCREASED2,4172,402+15+1%$1.4M$1.5M+$83.3K2026-10-21
Key FInancial Inc
INCREASED2,4082,358+50+2%$1.4M$1.5M+$103.3K2026-11-02
Souders Financial Advisors
INCREASED2,4072,269+138+6%$1.3M$1.5M+$154.4K2026-11-03
TFB Advisors LLC
DECREASED2,4062,945-539-18%$1.7M$1.5M-$238.9K2026-11-02
Oakworth Capital, Inc.
INCREASED2,4042,049+355+17%$1.2M$1.5M+$297.9K2026-10-26
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED2,40024,400-22,000-90%$14.2M$1.5M-$12.7M2026-11-04
Atticus Wealth Management, LLC
INCREASED2,4002,182+218+10%$1.3M$1.5M+$200.6K2026-10-20
Net Worth Advisory Group
DECREASED2,3985,570-3,172-57%$3.2M$1.5M-$1.8M2026-10-20
Sky Investment Group LLC
INCREASED2,395573+1,822+318%$332.9K$1.5M+$1.1M2026-10-30
Rydar Equities, Inc.
UNCHANGED2,3932,39300%$1.2M$1.5M+$308.1K2026-10-13
IPG Investment Advisors LLC
DECREASED2,3838,126-5,743-71%$4.7M$1.5M-$3.3M2026-10-30
Coquina Private Wealth LLC
DECREASED2,3692,650-281-11%$1.5M$1.4M-$90.2K2026-10-27
Wealth Effects LLC
UNCHANGED2,3662,36600%$1.4M$1.4M+$73.0K2026-10-23
Stillwater Wealth Management Group
NEW2,361—+2,361——$1.4M—2026-10-21
Hummer Financial Advisory Services Inc
UNCHANGED2,3502,35000%$1.4M$1.4M+$72.5K2026-10-09
Tanager Wealth Management LLP
INCREASED2,3482,219+129+6%$1.3M$1.4M+$147.4K2026-10-19
Annex Advisory Services, LLC
INCREASED2,3431,991+352+18%$1.2M$1.4M+$276.8K2026-10-16
Worth Asset Management, LLC
DECREASED2,3295,276-2,947-56%$3.1M$1.4M-$1.6M2026-10-07
Nautilus Advisors LLC
DECREASED2,3122,886-574-20%$1.6M$1.4M-$195.7K2026-10-07
Abacus Planning Group, Inc.
INCREASED2,3122,283+29+1%$1.3M$1.4M+$88.2K2026-11-02
Bedel Financial Consulting, Inc.
DECREASED2,3062,576-270-10%$1.5M$1.4M-$85.7K2026-11-06
SYM Financial Corp
DECREASED2,3052,372-67-3%$1.4M$1.4M+$32.0K2026-10-26
Park National Corp
INCREASED2,3052,263+42+2%$1.3M$1.4M+$95.5K2026-10-05
Global Strategic Investment Solutions, LLC
INCREASED2,2872,248+39+2%$1.3M$1.4M+$93.2K2026-10-16
Radnor Capital Management, LLC
INCREASED2,2861,866+420+23%$1.1M$1.4M+$314.5K2026-10-23
Clarity Wealth Advisors, LLC
DECREASED2,2862,371-85-4%$1.4M$1.4M+$21.1K2026-10-21
Cape ANN Savings Bank
INCREASED2,2852,277+8+0%$1.3M$1.4M+$75.1K2026-11-09
Carlson Financial, Inc.
DECREASED2,2842,297-13-1%$1.3M$1.4M+$62.9K2026-11-05
TritonPoint Partners, LLC
DECREASED2,2793,525-1,246-35%$2.0M$1.4M-$653.5K2026-11-05
Sage Rhino Capital LLC
INCREASED2,2732,160+113+5%$1.3M$1.4M+$135.8K2026-10-28
Quantum Financial Partners LLC
INCREASED2,2702,263+7+0%$1.3M$1.4M+$74.1K2026-10-19
Intesa Sanpaolo Wealth Management
INCREASED2,2672,101+166+8%$1.2M$1.4M+$166.4K2026-10-28
TSG Advice Partners, LLC
NEW2,265—+2,265——$1.3M—2026-10-29
Rose Capital Advisors LLC
NEW2,261—+2,261——$1.4M—2026-11-04
Precedent Wealth Partners, LLC
INCREASED2,2532,040+213+10%$1.2M$1.4M+$193.4K2026-10-21
Rosenberg Matthew Hamilton
INCREASED2,2532,189+64+3%$1.3M$1.4M+$106.7K2026-10-05
Strategy Asset Managers LLC
INCREASED2,247737+1,510+205%$428.1K$1.4M+$946.5K2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED2,2461,947+299+15%$1.1M$1.4M+$243.0K2026-11-04
Olistico Wealth, LLC
UNCHANGED2,2292,22900%$1.3M$1.4M+$68.8K2026-10-05
Mount Lucas Management LP
INCREASED2,2262,194+32+1%$1.3M$1.4M+$87.3K2026-11-09
Maia Wealth LLC
INCREASED2,2252,058+167+8%$1.2M$1.4M+$165.7K2026-10-19
Warner Group LLC
INCREASED2,2242,200+24+1%$1.3M$1.4M+$82.6K2026-11-09
Rossby Financial, LCC
DECREASED2,2002,670-470-18%$1.6M$1.3M-$205.2K2026-11-05
Foster Dykema Cabot & Partners, LLC
INCREASED2,189189+2,000+1058%$109.8K$1.3M+$1.2M2026-10-30
Howard Financial Services, Ltd.
INCREASED2,1861,864+322+17%$1.1M$1.3M+$254.5K2026-10-15
WBH Advisory Inc
DECREASED2,1822,183-10%$1.3M$1.3M+$66.7K2026-11-05
Raleigh Capital Management Inc.
INCREASED2,1811,305+876+67%$758.1K$1.3M+$576.2K2026-10-28
LeConte Wealth Management, LLC
INCREASED2,1761,731+445+26%$1.0M$1.3M+$325.6K2026-10-20
Vann Equity Management LLC
INCREASED2,1661,639+527+32%$952.2K$1.3M+$373.0K2026-10-08
BAM Wealth Management, LLC
INCREASED2,1652,136+29+1%$1.2M$1.3M+$83.6K2026-10-15
WealthPLAN Partners, LLC
DECREASED2,1592,395-236-10%$1.4M$1.3M-$70.5K2026-10-15
Mosley Wealth Management
DECREASED2,1582,422-264-11%$1.4M$1.2M-$193.7K2026-10-16
Berkshire Money Management, Inc.
NEW2,156—+2,156——$1.3M—2026-10-21
Fairvoy Private Wealth, LLC
INCREASED2,1522,062+90+4%$1.2M$1.3M+$118.7K2026-10-19
Revisor Wealth Management LLC
DECREASED2,1462,326-180-8%$1.4M$1.2M-$145.7K2026-10-20
NewSquare Capital LLC
INCREASED2,1381,913+225+12%$1.1M$1.3M+$196.7K2026-11-06
Acropolis Investment Management, LLC
DECREASED2,1382,274-136-6%$1.3M$1.3M-$13.0K2026-10-08
Goldstein Advisors, LLC
INCREASED2,1251,335+790+59%$775.5K$1.3M+$524.5K2026-10-15
Ejmk Ventures LLC
DECREASED2,1222,228-106-5%$1.3M$1.3M+$3.9K2026-10-21
Stableford Capital II LLC
DECREASED2,1193,452-1,333-39%$2.0M$1.3M-$709.0K2026-10-09
NWF Advisory Services Inc.
DECREASED2,1184,409-2,291-52%$2.6M$1.3M-$1.3M2026-10-19
Delta Financial Advisors LLC
DECREASED2,1172,172-55-3%$1.3M$1.3M+$33.4K2026-10-27
JTC Employer Solutions Trustee Ltd
UNCHANGED2,1152,11500%$1.2M$1.3M+$67.0K2026-11-09
Fulcrum Equity Management
INCREASED2,1131,943+170+9%$1.1M$1.3M+$163.9K2026-10-21
Financial Insights, Inc.
UNCHANGED2,1062,10600%$1.2M$1.3M+$65.0K2026-10-27
Richard C. Young & Co., Ltd.
DECREASED2,1052,234-129-6%$1.3M$1.3M-$10.0K2026-11-04
Atlas Brown,Inc.
INCREASED2,1042,024+80+4%$1.2M$1.3M+$111.4K2026-10-09
Andrew Hill Investment Advisors, Inc.
DECREASED2,0933,996-1,903-48%$2.3M$1.3M-$1.0M2026-10-22
Clark Asset Management, LLC
INCREASED2,0881,360+728+54%$790.0K$1.3M+$487.6K2026-10-19
Donaldson Capital Management, LLC
INCREASED2,0711,999+72+4%$1.2M$1.3M+$105.7K2026-11-09
Center for Wealth Management Advisory
INCREASED2,0701,860+210+11%$1.1M$1.3M+$185.8K2026-10-23
D.B. Root & Company, LLC
INCREASED2,0681,998+70+4%$1.2M$1.3M+$104.2K2026-11-04
Aafmaa Wealth Management & Trust LLC
DECREASED2,0622,079-17-1%$1.2M$1.3M+$53.7K2026-10-14
BostonPremier Wealth LLC
UNCHANGED2,0582,05800%$1.2M$1.3M+$63.5K2026-10-16
Greenspring Advisors, LLC
INCREASED2,0541,969+85+4%$1.1M$1.3M+$113.0K2026-11-05
Kingsbury Capital Investment Advisors LLC
DECREASED2,0512,184-133-6%$1.3M$1.3M-$14.0K2026-10-20
RS Crum Inc.
UNCHANGED2,0502,05000%$1.2M$1.3M+$63.2K2026-10-19
Wespac Advisors, LLC
INCREASED2,0482,040+8+0%$1.2M$1.3M+$67.8K2026-10-26
San Luis Wealth Advisors LLC
INCREASED2,0482,046+2+0%$1.2M$1.3M+$64.5K2026-10-27
Motive Wealth Advisors
INCREASED2,0391,958+81+4%$1.1M$1.2M+$110.0K2026-10-26
Hill Island Financial LLC
DECREASED2,0392,050-11-1%$1.2M$1.2M+$56.5K2026-10-20
Southern Financial Group, LLC
DECREASED2,0302,181-151-7%$1.3M$1.2M-$25.1K2026-10-30
FAI Advisors, Inc.
INCREASED2,0302,016+14+1%$1.2M$1.2M+$70.8K2026-10-27
Cap Partners, LLC
INCREASED2,0221,927+95+5%$1.1M$1.2M+$117.6K2026-10-19
AM Investment Strategies LLC
INCREASED2,0201,295+725+56%$752.0K$1.2M+$484.0K2026-11-05
Cypress Wealth Services, LLC
DECREASED2,0202,032-12-1%$1.2M$1.3M+$131.4K2026-10-21
Integrity Wealth Partners, LLC
NEW2,018—+2,018——$1.2M—2026-10-14
Hilton Head Capital Partners, LLC
DECREASED2,0152,089-74-4%$1.2M$1.2M+$19.2K2026-10-23
Sunpointe, LLC
DECREASED2,0083,673-1,665-45%$2.1M$1.2M-$905.3K2026-10-22
CFS Investment Advisory Services, LLC
INCREASED2,0031,312+691+53%$679.4K$1.3M+$621.4K2026-10-19
Silver Grove Financial Group, Inc.
DECREASED1,9952,044-49-2%$1.2M$1.2M+$33.1K2026-11-05
Pittenger & Anderson Inc
DECREASED1,9952,035-40-2%$1.2M$1.2M+$38.3K2026-11-02
Goelzer Investment Management, Inc.
DECREASED1,9922,192-200-9%$1.3M$1.2M-$54.7K2026-10-16
Founders Grove Wealth Partners, LLC
INCREASED1,9901,830+160+9%$1.1M$1.2M+$154.3K2026-10-16
Mcdonald Partners LLC
UNCHANGED1,9871,98700%$1.2M$1.2M+$61.3K2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED1,9871,98700%$1.2M$1.2M$02026-11-03
Manske Wealth Management
INCREASED1,9851,906+79+4%$1.1M$1.2M+$107.1K2026-10-26
Balentine LLC
DECREASED1,9832,250-267-12%$1.3M$1.2M-$93.9K2026-11-03
Mattern Wealth Management LLC
UNCHANGED1,9761,97600%$1.1M$1.2M+$61.0K2026-11-04
New Covenant Trust Company, N.A.
INCREASED1,9731,678+295+18%$974.8K$1.2M+$232.2K2026-10-08
Winthrop Advisory Group LLC
DECREASED1,9702,204-234-11%$1.3M$1.2M-$75.2K2026-10-22
True North Advisors, LLC
DECREASED1,9682,128-160-8%$1.2M$1.2M-$32.2K2026-10-22
J. Derek Lewis & Associates Inc.
DECREASED1,9662,207-241-11%$1.3M$1.2M-$104.4K2026-11-03
Magnus Financial Group LLC
DECREASED1,9622,694-732-27%$1.6M$1.2M-$364.7K2026-10-21
Equity Wealth Partners, LLC
INCREASED1,9571,503+454+30%$873.1K$1.2M+$324.1K2026-10-26
RKL Wealth Management LLC
INCREASED1,9491,666+283+17%$967.8K$1.2M+$224.5K2026-10-16
Cypress Point Wealth Management, LLC
DECREASED1,9491,956-70%$1.1M$1.2M+$56.1K2026-11-03
Stone House Investment Management, LLC
INCREASED1,9481,879+69+4%$1.1M$1.2M+$100.2K2026-10-23
Townsend Asset Management Corp
INCREASED1,9471,946+1+0%$1.1M$1.2M+$60.6K2026-10-29
Gables Capital Management Inc.
UNCHANGED1,9401,94000%$1.1M$1.2M+$59.8K2026-11-04
DSG Capital Advisors, LLC
INCREASED1,938551+1,387+252%$302.0K$1.2M+$883.6K2026-11-05
Warwick Investment Management, Inc.
DECREASED1,9373,169-1,232-39%$1.8M$1.2M-$655.9K2026-10-19
Gallagher Capital Advisors, LLC
UNCHANGED1,9371,93700%$1.1M$1.2M+$59.8K2026-10-09
KFA Private Wealth Group, LLC
INCREASED1,9351,931+4+0%$1.1M$1.2M+$61.8K2026-10-07
Whelan Financial
INCREASED1,9331,592+341+21%$924.8K$1.2M+$257.7K2026-10-28
Charter Capital Management, Llc\de
DECREASED1,9292,148-219-10%$1.2M$1.2M-$67.6K2026-10-28
NBH Bank
INCREASED1,9281,702+226+13%$988.7K$1.2M+$190.8K2026-11-05
Braeburn Wealth Management LLC
DECREASED1,9211,964-43-2%$1.1M$1.2M+$34.4K2026-10-15
Ameliora Wealth Management Ltd.
DECREASED1,9211,959-38-2%$1.1M$1.2M+$37.2K2026-10-23
LifeWealth Investments, LLC
INCREASED1,914931+983+106%$540.8K$1.2M+$630.0K2026-10-21
General Partner, Inc.
UNCHANGED1,9061,90600%$1.1M$1.2M+$58.8K2026-10-05
Seven Mile Advisory
DECREASED1,9052,005-100-5%$1.2M$1.2M+$6782026-10-22
Segment Wealth Management, LLC
INCREASED1,9011,825+76+4%$1.1M$1.2M+$102.8K2026-10-26
Alliance Wealth Advisors, LLC
INCREASED1,9001,162+738+64%$675.0K$1.2M+$487.3K2026-10-28
High Net Worth Advisory Group LLC
DECREASED1,8931,935-42-2%$1.1M$1.2M+$34.0K2026-10-26
Juncture Wealth Strategies, LLC
DECREASED1,8841,946-62-3%$1.1M$1.2M+$22.3K2026-10-06
Journey Retirement Planning & Investment Management LLC
INCREASED1,875809+1,066+132%$470.0K$1.1M+$677.1K2026-10-09
MV Capital Management, Inc.
INCREASED1,8731,842+31+2%$1.1M$1.1M+$75.8K2026-10-29
Harbour Trust & Investment Management Co
INCREASED1,8691,826+43+2%$1.1M$1.1M+$82.6K2026-10-28
Haven Capital Group, Inc.
UNCHANGED1,8641,86400%$1.1M$1.1M+$57.5K2026-10-13
Fortis Group Advisors, LLC
DECREASED1,8622,011-149-7%$1.2M$940.1K-$228.3K2026-11-06
James J. Burns & Company, LLC
INCREASED1,8591,849+10+1%$1.1M$1.1M+$63.2K2026-10-22
Baker Tilly Wealth Management, LLC
INCREASED1,8561,697+159+9%$985.8K$1.1M+$149.3K2026-10-05
Heritage Investors Management Corp
DECREASED1,8551,975-120-6%$1.1M$1.1M-$12.0K2026-10-29
Hoey Investments, Inc
INCREASED1,8521,828+24+1%$1.1M$1.1M+$71.1K2026-10-29
Mandatum Life Insurance Co Ltd
INCREASED1,8481,808+40+2%$1.1M$1.1M+$80.2K2026-11-06
Platform Technology Partners
INCREASED1,8441,686+158+9%$979.3K$1.1M+$148.7K2026-11-02
MBE Wealth Management, LLC
INCREASED1,8411,781+60+3%$1.0M$1.1M+$91.6K2026-10-26
Five Oceans Advisors
DECREASED1,8391,976-137-7%$1.1M$1.1M-$22.9K2026-10-22
Meridian Investment Counsel Inc.
DECREASED1,8352,035-200-10%$1.2M$1.1M-$59.6K2026-10-14
Monte Financial Group, LLC
INCREASED1,8311,830+1+0%$871.4K$1.1M+$248.8K2026-11-02
Symmetry Partners, LLC
INCREASED1,8301,726+104+6%$1.0M$1.1M+$116.9K2026-10-27
Andrews Advisory Associates, LLC
DECREASED1,8271,922-95-5%$1.1M$1.1M+$1.2K2026-10-15
RAM Investment Partners, LLC
INCREASED1,8251,536+289+19%$892.5K$1.1M+$224.1K2026-10-21
Covenant Asset Management, LLC
DECREASED1,8171,820-30%$1.1M$1.1M+$54.3K2026-10-14
Tennessee Valley Asset Management Partners
DECREASED1,8111,821-10-1%$1.1M$1.1M+$50.1K2026-11-03
Integral Investment Advisors, Inc.
UNCHANGED1,8101,81000%$1.1M$1.1M+$55.8K2026-11-03
Werba Rubin Papier Wealth Management
INCREASED1,8081,713+95+6%$995.1K$1.1M+$111.0K2026-11-06
YHB Investment Advisors, Inc.
INCREASED1,7921,421+371+26%$825.5K$1.1M+$270.8K2026-10-08
First Bancorp, Inc
DECREASED1,7922,102-310-15%$1.2M$1.1M-$124.8K2026-10-26
AGH Wealth Advisors, LLC
DECREASED1,7911,809-18-1%$1.1M$1.1M+$44.8K2026-10-26
Prentice Wealth Management LLC
INCREASED1,7891,786+3+0%$1.0M$1.1M+$56.9K2026-10-20
ARS Investment Partners, LLC
UNCHANGED1,7791,77900%$1.0M$1.1M+$54.9K2026-11-05
Walkner Condon Financial Advisors LLC
INCREASED1,7771,662+115+7%$965.5K$1.1M+$121.6K2026-11-02
Nadler Financial Group, Inc.
UNCHANGED1,7761,77600%$1.0M$1.1M+$54.8K2026-10-23
Albion Financial Group
INCREASED1,7721,751+21+1%$1.0M$1.1M+$67.0K2026-10-21
Chung Wu Investment Group, LLC
INCREASED1,770575+1,195+208%$334.0K$1.1M+$748.8K2026-11-03
Beese Fulmer Investment Management, Inc.
NEW1,769—+1,769——$1.1M—2026-10-23
Y.D. More Investments Ltd
DECREASED1,7652,666-901-34%$1.5M$1.1M-$469.2K2026-11-02
Trust Co of the South
INCREASED1,7651,746+19+1%$1.0M$1.1M+$65.5K2026-10-21
Uhlmann Price Securities, LLC
DECREASED1,7622,215-453-20%$1.3M$1.1M-$208.8K2026-11-03
Greystone Financial Group, LLC
INCREASED1,7621,603+159+10%$931.2K$1.1M+$146.7K2026-10-26
Valley National Advisers Inc
INCREASED1,7601,745+15+1%$1.0M$1.1M+$63.0K2026-10-23
Instrumental Wealth, LLC
INCREASED1,7591,719+40+2%$998.5K$1.1M+$77.6K2026-10-20
True Freedom Investing, LLC
NEW1,755—+1,755——$1.1M—2026-10-29
Baker Boyer National Bank
INCREASED1,7511,732+19+1%$1.0M$1.1M+$65.1K2026-11-05
Syverson Strege & Co
INCREASED1,7471,585+162+10%$920.7K$1.1M+$148.0K2026-11-02
SJS Investment Consulting Inc.
INCREASED1,7451,313+432+33%$762.7K$1.1M+$305.0K2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED1,7391,463+276+19%$849.9K$1.1M+$214.0K2026-10-27
Western Pacific Wealth Management, LP
INCREASED1,7371,667+70+4%$968.4K$1.1M+$94.3K2026-10-16
GW Henssler & Associates LTD
INCREASED1,734592+1,142+193%$343.9K$1.1M+$716.9K2026-10-26
Expressive Wealth LLC
DECREASED1,7331,779-46-3%$1.0M$1.1M+$26.7K2026-11-09
Archer Investment Corp
DECREASED1,7281,819-91-5%$1.1M$1.1M+$5742026-11-05
SkyOak Wealth, LLC
INCREASED1,7241,712+12+1%$994.5K$1.1M+$60.2K2026-10-28
ADE, LLC
INCREASED1,7231,717+6+0%$997.4K$1.1M+$56.6K2026-10-29
Foguth Wealth Management, Llc.
INCREASED1,7221,519+203+13%$764.9K$910.5K+$145.6K2026-10-19
PFW Advisors LLC
INCREASED1,7211,671+50+3%$970.7K$1.1M+$82.1K2026-10-07
1900 Wealth Management LLC
INCREASED1,7171,173+544+46%$681.4K$1.1M+$369.0K2026-10-13
Crumly & Associates Inc.
INCREASED1,7151,650+65+4%$958.5K$1.0M+$90.7K2026-10-07
BLB&B Advisors, LLC
INCREASED1,7121,223+489+40%$710.4K$1.0M+$336.9K2026-10-27
Howard Capital Management Group, LLC
UNCHANGED1,7101,71000%$993.4K$1.0M+$52.8K2026-10-16
Financial Management Network Inc
DECREASED1,7071,825-118-6%$904.8K$1.1M+$177.3K2026-10-09
Total Clarity Wealth Management, Inc.
DECREASED1,7051,911-206-11%$1.1M$1.0M-$67.1K2026-10-26
Fusion Capital, LLC
DECREASED1,7031,737-34-2%$1.0M$1.0M+$32.7K2026-10-28
Signature Equity Partners, LLC
DECREASED1,6982,066-368-18%$1.2M$1.0M-$161.4K2026-10-29
Capital Advisors, Ltd. LLC
INCREASED1,6951,615+80+5%$938.0K$1.0M+$99.0K2026-10-27
Globalt Investments LLC / GA
INCREASED1,693662+1,031+156%$384.6K$1.0M+$651.1K2026-10-27
Aletheian Wealth Advisors LLC
INCREASED1,6921,316+376+29%$764.5K$1.0M+$270.6K2026-10-08
ZWJ Investment Counsel Inc
DECREASED1,6881,693-50%$983.5K$1.0M+$49.2K2026-10-15
Traphagen Investment Advisors LLC
DECREASED1,6861,761-75-4%$1.0M$1.0M+$8.5K2026-10-14
Invenio Wealth Partners LLC
DECREASED1,6861,693-70%$983.5K$1.0M+$47.9K2026-10-20
Alpine Bank Wealth Management
DECREASED1,6851,732-47-3%$1.0M$1.0M+$24.7K2026-10-16
Bell & Brown Wealth Advisors, LLC
INCREASED1,6811,451+230+16%$842.9K$1.0M+$185.5K2026-10-16
Waterway Wealth Management, LLC
DECREASED1,6761,814-138-8%$1.1M$1.0M-$28.5K2026-10-28
Endeavor Private Wealth, Inc.
INCREASED1,6731,592+81+5%$924.8K$1.0M+$98.4K2026-11-05
Fulcrum Wealth Advisors, LLC
INCREASED1,6711,655+16+1%$961.4K$1.0M+$61.1K2026-10-16
Sunburst Financial Group, LLC
DECREASED1,6681,684-16-1%$978.3K$1.0M+$42.2K2026-10-09
One Wealth Capital Management, LLC
INCREASED1,664636+1,028+162%$369.5K$1.0M+$648.5K2026-10-23
Capital Advisors Wealth Management, LLC
DECREASED1,6581,666-80%$967.8K$1.0M+$46.5K2026-10-09
Guardian Capital, LLC
DECREASED1,6531,921-268-14%$1.1M$1.0M-$104.7K2026-11-06
M&G Plc
DECREASED1,6504,854-3,204-66%$2.8M$1.0M-$1.8M2026-11-04
Birinyi Associates Inc
INCREASED1,6501,450+200+14%$842.0K$1.0M+$167.0K2026-10-28
LifeGoal Investments, LLC
INCREASED1,6461,382+264+19%$802.8K$1.0M+$204.1K2026-10-09
Home Federal Bank of Tennessee
INCREASED1,6441,069+575+54%$621.0K$1.0M+$384.7K2026-10-15
Crown Wealth Group, LLC
INCREASED1,6441,458+186+13%$847.0K$1.0M+$158.8K2026-10-19
Cadinha & Co LLC
UNCHANGED1,6381,63800%$951.5K$1.0M+$50.5K2026-10-22
Lynx Investment Advisory
DECREASED1,6362,057-421-20%$1.2M$1.0M-$194.1K2026-10-27
KG Capital Management
INCREASED1,6321,561+71+5%$906.8K$998.4K+$91.6K2026-10-15
Auxano Advisors, LLC
DECREASED1,6321,696-64-4%$985.2K$998.4K+$13.2K2026-11-06
Artesa Financial Group, LLC
DECREASED1,6251,665-40-2%$967.2K$994.1K+$26.9K2026-10-29
RED Lighthouse Investment Management, LLC
DECREASED1,6232,058-435-21%$1.2M$993.2K-$202.3K2026-11-02
Vela Investment Management, LLC
INCREASED1,6201,448+172+12%$841.2K$991.1K+$149.9K2026-11-09
CGN Advisors LLC
INCREASED1,6191,503+116+8%$873.3K$990.4K+$117.1K2026-10-21
Legacy Wealth Partners, LLC
INCREASED1,6131,448+165+11%$841.2K$986.8K+$145.6K2026-10-15
Washington Trust Co
DECREASED1,6081,627-19-1%$945.1K$983.7K+$38.6K2026-10-22
Riverbend Wealth Management, LLC
INCREASED1,6051,594+11+1%$926.0K$981.9K+$55.9K2026-10-15
Index Fund Advisors, Inc.
DECREASED1,6041,609-50%$934.7K$981.4K+$46.7K2026-11-05
S.A. Mason LLC
UNCHANGED1,6031,60300%$931.2K$980.7K+$49.5K2026-10-13
BXM Wealth LLC
INCREASED1,5981,596+2+0%$927.1K$977.6K+$50.5K2026-11-03
Foundry Financial LLC
INCREASED1,5901,320+270+20%$767.0K$972.5K+$205.6K2026-10-16
Abundance Wealth Counselors
INCREASED1,5891,209+380+31%$702.3K$972.1K+$269.8K2026-10-26
Voisard Asset Management Group, Inc.
INCREASED1,5821,481+101+7%$860.3K$967.8K+$107.5K2026-10-13
Capital Asset Advisory Services LLC
DECREASED1,5762,034-458-23%$1.2M$802.8K-$378.7K2026-10-30
Carter Financial Group, Inc.
INCREASED1,5761,519+57+4%$882.5K$964.2K+$81.7K2026-10-21
JGP Wealth Management, LLC
INCREASED1,5751,267+308+24%$736.0K$963.7K+$227.7K2026-10-13
Nolet Wealth Management, LLC
INCREASED1,5751,571+4+0%$912.3K$963.2K+$50.9K2026-10-15
Breakwater Capital Group
INCREASED1,5721,442+130+9%$837.7K$961.7K+$124.0K2026-10-09
Owl Creek Wealth Partners LLC
DECREASED1,5701,731-161-9%$1.0M$960.5K-$45.1K2026-10-20
Riversedge Advisors, LLC
INCREASED1,5651,444+121+8%$838.8K$957.4K+$118.6K2026-10-09
Focused Wealth Management, Inc
INCREASED1,5611,546+15+1%$898.1K$955.0K+$56.9K2026-10-30
NBT Bank, N.A.
INCREASED1,5581,242+316+25%$721.5K$953.1K+$231.6K2026-10-21
Twelve Points Wealth Management LLC
NEW1,557—+1,557——$786.0K—2026-11-03
Sky-Mountain Capital Management, Inc.
UNCHANGED1,5561,55600%$903.9K$951.9K+$48.0K2026-11-09
DiNuzzo Private Wealth, Inc.
INCREASED1,5551,461+94+6%$848.7K$951.3K+$102.6K2026-10-16
Sterling Manor Financial, LLC
NEW1,552—+1,552——$949.5K—2026-10-21
Seamount Financial Group Inc
DECREASED1,5521,907-355-19%$1.1M$949.5K-$158.3K2026-10-21
Legacy Trust
INCREASED1,5521,422+130+9%$826.1K$783.5K-$42.6K2026-11-06
Franklin Street Advisors Inc
UNCHANGED1,5511,55100%$901.0K$948.8K+$47.8K2026-10-13
Beacon Financial Advisory LLC
INCREASED1,5471,445+102+7%$839.4K$946.4K+$107.0K2026-10-16
Providence First Trust Co
NEW1,546—+1,546——$945.8K—2026-11-02
Legacy Capital Group California, Inc.
DECREASED1,5451,562-17-1%$907.4K$945.2K+$37.8K2026-11-09
Prescott Group Capital Management, L.L.C.
UNCHANGED1,5441,54400%$896.9K$944.6K+$47.6K2026-10-30
CenterBook Partners LP
DECREASED1,54036,321-34,781-96%$21.1M$942.1K-$20.2M2026-11-02
Walker Asset Management, LLC
INCREASED1,5401,340+200+15%$778.4K$942.1K+$163.7K2026-10-13
Sutton Place Investors LLC
INCREASED1,5401,520+20+1%$883.0K$942.1K+$59.1K2026-10-20
Sacks & Associates, LLC
DECREASED1,5321,908-376-20%$908.5K$937.2K+$28.7K2026-10-09
Axxion S.A.
DECREASED1,5264,426-2,900-66%$2.6M$933.5K-$1.6M2026-10-22
Oakmont Investment Advisors, Inc.
INCREASED1,522512+1,010+197%$297.6K$931.3K+$633.7K2026-10-21
Mayfair Advisory Group, LLC
INCREASED1,5201,510+10+1%$788.1K$929.9K+$141.7K2026-10-20
Nixon Peabody Trust Co
INCREASED1,508501+1,007+201%$291.0K$922.5K+$631.5K2026-10-23
Ares Financial Consulting, LLC
INCREASED1,5071,501+6+0%$871.8K$921.8K+$50.0K2026-10-19
August Group Capital Ltd
INCREASED1,5061,432+74+5%$831.9K$921.3K+$89.5K2026-10-14
Decision Investments, Inc
DECREASED1,5041,704-200-12%$989.9K$920.1K-$69.8K2026-10-07
Redwood Financial Network Corp
DECREASED1,5001,791-291-16%$1.0M$917.6K-$122.8K2026-11-03
Altus Wealth Group LLC
DECREASED1,5001,756-256-15%$1.0M$917.6K-$102.4K2026-10-20
Roth Financial Partners LLC
UNCHANGED1,5001,50000%$871.4K$917.6K+$46.3K2026-10-06
Orin Green Financial, LLC
UNCHANGED1,4961,49600%$869.0K$915.2K+$46.2K2026-10-19
Eagle Bay Advisors LLC
INCREASED1,4941,356+138+10%$788.0K$914.2K+$126.3K2026-10-16
Unify Financial Advisors
DECREASED1,4901,510-20-1%$877.2K$911.5K+$34.3K2026-11-03
Rational Advisors, Inc.
DECREASED1,4892,024-535-26%$1.2M$910.9K-$264.9K2026-11-02
Legacy Wealth Management, LLC / MS
DECREASED1,4881,490-20%$865.6K$910.3K+$44.7K2026-10-30
Prevail Innovative Wealth Advisors, LLC
INCREASED1,483748+735+98%$434.5K$958.1K+$523.6K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED1,4791,233+246+20%$716.3K$904.5K+$188.2K2026-10-13
ProCore Advisors, LLC
DECREASED1,4781,677-199-12%$974.0K$903.9K-$70.1K2026-10-14
McLean Asset Management Corp
DECREASED1,4751,582-107-7%$753.3K$596.5K-$156.8K2026-11-06
RMG Wealth Management LLC
UNCHANGED1,4751,47500%$712.3K$751.8K+$39.5K2026-10-26
DT Investment Partners, LLC
UNCHANGED1,4741,47400%$856.3K$901.7K+$45.5K2026-10-27
Vanguard Capital Wealth Advisors
DECREASED1,4721,520-48-3%$883.0K$900.5K+$17.5K2026-10-16
Rainier Family Wealth Inc
INCREASED1,4721,463+9+1%$849.9K$900.5K+$50.6K2026-11-02
Axim Planning & Wealth
DECREASED1,4691,888-419-22%$1.1M$898.7K-$198.1K2026-10-28
Blue Capital, Inc.
NEW1,468—+1,468——$898.1K—2026-10-13
Advisory Resource Group
INCREASED1,4681,303+165+13%$756.9K$898.0K+$141.0K2026-10-26
Toth Financial Advisory Corp
INCREASED1,4621,410+52+4%$819.1K$894.4K+$75.3K2026-10-08
Strengthening Families & Communities, LLC
DECREASED1,4611,679-218-13%$975.3K$893.8K-$81.6K2026-10-21
Aurora Private Wealth, Inc.
DECREASED1,4611,595-134-8%$927.0K$894.0K-$33.0K2026-10-20
Austin Asset Management Co Inc
DECREASED1,4591,462-30%$849.3K$892.4K+$43.1K2026-10-29
Heartwood Wealth Advisors LLC
INCREASED1,4561,450+6+0%$842.3K$890.7K+$48.4K2026-10-05
GK Wealth Management LLC
DECREASED1,4532,447-994-41%$1.4M$889.0K-$532.5K2026-10-09
City Center Advisors, LLC
DECREASED1,4511,646-195-12%$956.2K$887.7K-$68.5K2026-10-08
CKW Financial Group
INCREASED1,4501,432+18+1%$775$893.0K+$892.2K2026-10-29
Peak Financial Management, Inc.
INCREASED1,4491,348+101+7%$783.5K$886.9K+$103.4K2026-10-16
Flavin Financial Services, Inc.
UNCHANGED1,4471,44700%$840.3K$884.9K+$44.6K2026-10-21
Detalus Advisors, LLC
INCREASED1,4441,439+5+0%$835.9K$883.4K+$47.5K2026-10-15
Allied Investment Advisors, LLC
UNCHANGED1,4431,44300%$838.3K$882.8K+$44.5K2026-10-13
MN Wealth Advisors, LLC
DECREASED1,4411,447-60%$840.6K$881.5K+$41.0K2026-10-23
TBH Global Asset Management, LLC
INCREASED1,4411,435+6+0%$833.5K$881.7K+$48.2K2026-11-03
denkapparat Operations GmbH
INCREASED1,440672+768+114%$390.4K$880.9K+$490.6K2026-11-09
NBZ Investment Advisors LLC
DECREASED1,4391,470-31-2%$853.9K$880.3K+$26.4K2026-10-30
Cherrydale Wealth Management, LLC
INCREASED1,4331,422+11+1%$826.1K$876.7K+$50.6K2026-10-20
Royal Fund Management, LLC
DECREASED1,4321,641-209-13%$953.3K$876.0K-$77.2K2026-10-22
B.A. Schrock Wealth Management, Inc.
NEW1,430—+1,430——$880.5K—2026-10-15
IMZ Advisory Inc
DECREASED1,4271,549-122-8%$899.8K$873.0K-$26.8K2026-11-03
N.E.W. Advisory Services LLC
DECREASED1,4231,444-21-1%$838.8K$870.5K+$31.7K2026-11-09
Seven Hills Financial, LLC
NEW1,419—+1,419——$868.1K—2026-10-13
Wealth Intelligence, LLC
DECREASED1,4142,801-1,387-50%$1.6M$865.0K-$762.1K2026-10-16
ASL Financial, LLC
UNCHANGED1,4111,41100%$819.7K$863.2K+$43.5K2026-10-15
Acorn Wealth Advisors, LLC
INCREASED1,4091,153+256+22%$669.8K$862.2K+$192.4K2026-10-19
Bingham Private Wealth, LLC
INCREASED1,4091,377+32+2%$799.9K$862.0K+$62.1K2026-11-05
Silverlake Wealth Management LLC
INCREASED1,4061,398+8+1%$812.1K$860.1K+$48.0K2026-10-21
Cordoba Advisory Partners LLC
DECREASED1,4051,437-32-2%$834.8K$859.5K+$24.8K2026-10-19
Values First Advisors, Inc.
DECREASED1,4051,432-27-2%$831.8K$859.6K+$27.8K2026-10-23
Miller Financial Services LLC
DECREASED1,4031,483-80-5%$861.5K$858.3K-$3.2K2026-10-20
Activest Wealth Management
INCREASED1,4031,335+68+5%$775.5K$858.3K+$82.8K2026-10-15
Athena Wealth Management, LLC
NEW1,402—+1,402——$857.7K—2026-10-09
First Growth Capital LLC
INCREASED1,402391+1,011+259%$227.1K$857.7K+$630.6K2026-10-15
Advocate Investing Services LLC
UNCHANGED1,4001,40000%$813.3K$856.5K+$43.2K2026-10-26
Saxony Capital Management, LLC
DECREASED1,3981,698-300-18%$986.4K$855.2K-$131.1K2026-10-15
Brown Wealth Management, LLC
INCREASED1,3961,266+130+10%$735.4K$854.0K+$118.6K2026-10-20
Vista Capital Partners, Inc.
INCREASED1,393852+541+64%$494.9K$852.2K+$357.2K2026-11-06
Wedge Capital Management L L P
DECREASED1,3891,415-26-2%$822.0K$849.7K+$27.7K2026-10-13
Wealth Group, Ltd.
DECREASED1,3887,834-6,446-82%$4.6M$849.0K-$3.7M2026-10-30
Wespac Advisors SoCal, LLC
INCREASED1,3791,349+30+2%$783.6K$843.6K+$60.0K2026-10-13
Financial Consulate, Inc
DECREASED1,3771,679-302-18%$975.3K$842.4K-$133.0K2026-10-23
IFS Advisors, LLC
INCREASED1,375180+1,195+664%$104.6K$841.2K+$736.6K2026-10-14
Cardinal Strategic Wealth Guidance
DECREASED1,3732,023-650-32%$1.2M$839.9K-$335.2K2026-11-02
Triton Wealth Management, Pllc
INCREASED1,3711,319+52+4%$682.4K$671.2K-$11.2K2026-11-04
McHugh Group, LLC
UNCHANGED1,3691,36900%$795.6K$837.8K+$42.3K2026-10-19
Acumen Wealth Advisors, LLC
INCREASED1,365288+1,077+374%$167.3K$835.1K+$667.8K2026-11-05
Christensen, King & Associates Investment Services, Inc.
DECREASED1,3651,624-259-16%$943.4K$835.1K-$108.3K2026-10-22
West Paces Advisors Inc.
UNCHANGED1,3641,36400%$792.4K$834.4K+$42.1K2026-10-13
TrueWealth Advisors, LLC
INCREASED1,3591,198+161+13%$695.9K$831.4K+$135.5K2026-10-09
Blue Bell Private Wealth Management, LLC
INCREASED1,3541,048+306+29%$608.8K$828.3K+$219.5K2026-10-29
Indiana Trust & Investment Management Co
INCREASED1,3481,323+25+2%$768.5K$824.7K+$56.1K2026-10-22
Harbor Group, Inc.
DECREASED1,3401,369-29-2%$795.3K$819.8K+$24.5K2026-10-14
4J Wealth Management LLC
INCREASED1,3401,331+9+1%$773.2K$819.8K+$46.6K2026-11-02
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED1,3361,429-93-7%$830.1K$817.3K-$12.8K2026-11-06
Appalachian Capital Management Ltd
UNCHANGED1,3351,33500%$775.5K$816.7K+$41.2K2026-10-14
ROI Financial Advisors, LLC
INCREASED1,3311,163+168+14%$675.6K$814.0K+$138.4K2026-10-19
Norris Perne & French LLP
DECREASED1,3271,336-9-1%$776.1K$811.8K+$35.7K2026-10-23
LongView Wealth Management
INCREASED1,326996+330+33%$578.6K$811.2K+$232.6K2026-10-19
Zega Investments, LLC
DECREASED1,3244,680-3,356-72%$2.7M$810.0K-$1.9M2026-11-04
Rhodes Investment Advisors Inc
DECREASED1,3221,362-40-3%$791.2K$808.7K+$17.5K2026-10-07
Heritage Wealth Management, Inc.
INCREASED1,3131,241+72+6%$720.9K$803.2K+$82.3K2026-10-27
Hengehold Capital Management LLC
INCREASED1,3111,108+203+18%$643.6K$802.0K+$158.4K2026-10-16
Arch Global Advisors, LLC
INCREASED1,3081,292+16+1%$750.5K$800.2K+$49.6K2026-10-23
Reyes Financial Architecture, Inc.
DECREASED1,3071,308-10%$759.8K$799.6K+$39.7K2026-10-22
Keenan, LLC
DECREASED1,3061,353-47-3%$786.0K$799.0K+$13.0K2026-10-23
TSA Wealth Managment LLC
INCREASED1,3061,281+25+2%$744.1K$799.0K+$54.8K2026-10-22
Cottage Street Advisors LLC
DECREASED1,3051,333-28-2%$774.4K$798.3K+$24.0K2026-10-19
Accredited Investors Inc.
INCREASED1,3021,213+89+7%$704.7K$796.6K+$91.9K2026-11-03
Chaney Capital Management, Inc.
DECREASED1,3021,355-53-4%$787.1K$796.5K+$9.4K2026-11-09
Ariston Services Group
UNCHANGED1,2951,29500%$752.3K$792.2K+$40.0K2026-10-16
Hidden Cove Wealth Management, LLC
DECREASED1,2891,315-26-2%$763.9K$788.5K+$24.6K2026-10-19
Tempus Wealth Planning, LLC
DECREASED1,2891,295-60%$752.3K$788.6K+$36.3K2026-10-14
Myriad Asset Management US LP
NEW1,287—+1,287——$787.0K—2026-11-03
WPG Advisers, LLC
INCREASED1,2871,092+195+18%$634.4K$787.3K+$153.0K2026-10-27
GSG Advisors LLC
INCREASED1,2861,161+125+11%$674.4K$786.7K+$112.3K2026-11-03
Tamar Securities, LLC
DECREASED1,2792,790-1,511-54%$1.6M$782.2K-$838.3K2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED1,2721,222+50+4%$709.6K$777.9K+$68.2K2026-10-20
UMB Private Wealth Management, LLC
NEW1,271—+1,271——$777.5K—2026-10-19
Johnson Financial Group, LLC
DECREASED1,2683,421-2,153-63%$2.0M$775.7K-$1.2M2026-11-03
Core Wealth Partners LLC
INCREASED1,267899+368+41%$522.2K$775.1K+$252.9K2026-11-02
Kraft, Davis & Associates, LLC
INCREASED1,2641,209+55+5%$618.1K$684.8K+$66.6K2026-10-21
Southland Equity Partners LLC
DECREASED1,2561,280-24-2%$743.6K$768.4K+$24.8K2026-10-14
Kanawha Capital Management LLC
DECREASED1,2541,877-623-33%$1.1M$767.1K-$323.2K2026-10-19
Pinnacle Wealth Management Group, Inc.
INCREASED1,2501,000+250+25%$580.9K$764.7K+$183.8K2026-10-15
Altura Wealth Advisors Inc.
INCREASED1,2501,242+8+1%$721.6K$764.8K+$43.2K2026-10-22
Sovereign Investment Advisors, LLC
UNCHANGED1,2501,25000%$726.1K$764.7K+$38.6K2026-11-09
Corps Capital Advisors, LLC
UNCHANGED1,2501,25000%$726.1K$764.7K+$38.6K2026-11-05
Paragon Private Wealth Management, LLC
DECREASED1,2492,964-1,715-58%$1.7M$764.1K-$957.7K2026-10-20
Iams Wealth Management, LLC
DECREASED1,2482,601-1,353-52%$1.5M$763.5K-$747.5K2026-10-15
RHS Financial, LLC
INCREASED1,2431,223+20+2%$710.5K$760.4K+$50.0K2026-10-13
Proathlete Wealth Management LLC
INCREASED1,242819+423+52%$475.8K$759.8K+$284.0K2026-10-15
Arlington Trust Co LLC
INCREASED1,241915+326+36%$531.5K$759.2K+$227.7K2026-10-20
Absolute Capital Management, LLC
DECREASED1,2402,787-1,547-56%$1.6M$758.6K-$860.4K2026-10-16
Centerpoint Advisory Group
DECREASED1,2401,440-200-14%$836.5K$758.6K-$77.9K2026-10-23
GoalVest Advisory LLC
DECREASED1,2381,274-36-3%$740.1K$757.4K+$17.3K2026-10-02
Spectrum Financial Alliance Ltd LLC
NEW1,235—+1,235——$755.5K—2026-10-29
Pinkerton Wealth, LLC
NEW1,234—+1,234——$754.9K—2026-10-29
Miramontes Capital, LLC
DECREASED1,2331,307-74-6%$759.2K$754.0K-$5.3K2026-10-19
SFG Wealth Management, Llc.
UNCHANGED1,2321,23200%$715.7K$753.7K+$38.0K2026-10-23
Cynosure Group, LLC
UNCHANGED1,2271,22700%$712.8K$750.6K+$37.9K2026-11-03
Nabity-Jensen Investment Management Inc
UNCHANGED1,2251,22500%$711.6K$749.4K+$37.8K2026-10-23
Market Street Wealth Management Advisors LLC
INCREASED1,2231,011+212+21%$587.3K$748.2K+$160.9K2026-10-09
Benin Management Corp
UNCHANGED1,2231,22300%$710.5K$748.2K+$37.7K2026-10-22
Parkway Wealth Management Group, LLC
DECREASED1,2221,280-58-5%$743.6K$747.6K+$4.0K2026-10-20
Brooklyn FI, LLC
NEW1,219—+1,219——$595.8K—2026-11-05
Meriwether Wealth & Planning, LLC
DECREASED1,2191,241-22-2%$720.9K$745.7K+$24.8K2026-10-13
MBA Advisors LLC
INCREASED1,2191,215+4+0%$705.8K$745.7K+$39.9K2026-10-29
Paragon Advisors, LLC
DECREASED1,2171,646-429-26%$956.2K$744.5K-$211.7K2026-11-03
Baxter Bros Inc
INCREASED1,2171,172+45+4%$680.8K$744.5K+$63.7K2026-11-04
Buck Wealth Strategies, LLC
INCREASED1,214887+327+37%$515.3K$742.9K+$227.6K2026-10-28
Silver Lake Advisory, LLC
UNCHANGED1,2131,21300%$704.6K$742.1K+$37.4K2026-10-22
Yoder Wealth Management, Inc.
INCREASED1,2111,176+35+3%$683.2K$740.8K+$57.7K2026-10-13
Archvest Wealth Advisors, Inc.
INCREASED1,2101,095+115+11%$636.1K$740.2K+$104.1K2026-10-29
Embree Financial Group
DECREASED1,2091,219-10-1%$708.1K$739.6K+$31.5K2026-10-22
Sage Private Wealth Group, LLC
DECREASED1,2061,972-766-39%$1.1M$737.8K-$407.8K2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED1,2061,227-21-2%$712.8K$737.8K+$25.0K2026-10-23
W Advisors, LLC
INCREASED1,2011,190+11+1%$691.3K$734.7K+$43.4K2026-11-02
Bell Investment Advisors, Inc
INCREASED1,1991,009+190+19%$586.1K$733.5K+$147.4K2026-10-29
Gilpin Wealth Management, LLC
INCREASED1,1991,131+68+6%$657.0K$733.5K+$76.5K2026-10-09
StoneCrest Wealth Management, Inc.
INCREASED1,1971,141+56+5%$662.8K$732.3K+$69.5K2026-11-03
BetterWealth, LLC
UNCHANGED1,1951,19500%$694.2K$731.1K+$36.9K2026-10-15
Lord & Richards Wealth Management, LLC
DECREASED1,1922,083-891-43%$1.2M$729.2K-$480.8K2026-10-14
Oarsman Capital, Inc.
INCREASED1,189964+225+23%$560.0K$727.4K+$167.4K2026-11-05
Rise Advisors, LLC
INCREASED1,1881,109+79+7%$644.2K$726.8K+$82.5K2026-10-16
Cpwa, LLC
DECREASED1,1871,224-37-3%$711.2K$705.5K-$5.7K2026-11-04
Luts & Greenleigh Group, Inc.
UNCHANGED1,1871,18700%$689.5K$726.2K+$36.6K2026-11-05
Tranquility Partners, LLC
DECREASED1,1811,331-150-11%$773.2K$722.5K-$50.7K2026-10-20
Berbice Capital Management LLC
DECREASED1,1781,226-48-4%$712.2K$720.7K+$8.5K2026-10-13
Private Wealth Management Group, LLC
UNCHANGED1,1761,17600%$683.2K$719.4K+$36.3K2026-10-19
Barings LLC
INCREASED1,1741,119+55+5%$650.0K$718.2K+$68.2K2026-10-22
Fearless Solutions, LLC dba Best Invest
INCREASED1,1741,157+17+1%$672.1K$718.2K+$46.1K2026-10-14
Peddock Capital Advisors, LLC
INCREASED1,1701,129+41+4%$655.8K$715.8K+$59.9K2026-10-16
Harrell Investment Partners, LLC
INCREASED1,1661,158+8+1%$672.7K$713.3K+$40.6K2026-10-15
Hunter Associates Investment Management LLC
DECREASED1,1631,192-29-2%$692.0K$713.0K+$21.0K2026-10-26
Meyer Handelman Co
UNCHANGED1,1621,16200%$675.0K$710.9K+$35.8K2026-10-28
Lantz Financial LLC
INCREASED1,1601,049+111+11%$609.4K$709.6K+$100.3K2026-10-15
Aegis Wealth Management, Inc.
INCREASED1,153815+338+41%$473.4K$705.4K+$231.9K2026-10-26
Ifrah Financial Services, Inc.
DECREASED1,1501,166-16-1%$677.6K$703.7K+$26.1K2026-10-13
Legacy Private Trust Co.
DECREASED1,1481,248-100-8%$725.0K$702.3K-$22.7K2026-10-06
Teza Capital Management LLC
INCREASED1,1481,104+44+4%$641.3K$702.3K+$61.0K2026-10-23
Garde Capital, Inc.
INCREASED1,1481,125+23+2%$653.5K$702.3K+$48.8K2026-10-29
Share Andrew L.
NEW1,144—+1,144——$699.9K—2026-11-06
Pathway Financial Advisers, LLC
DECREASED1,1421,251-109-9%$726.6K$698.5K-$28.1K2026-10-27
Parkshore Wealth Management, Inc.
INCREASED1,1391,039+100+10%$603.6K$696.8K+$93.2K2026-10-13
DecisionMap Wealth Management, LLC
INCREASED1,1371,005+132+13%$583.8K$695.6K+$111.8K2026-10-29
Foundation Wealth Management, LLC
INCREASED1,136707+429+61%$410.7K$695.0K+$284.3K2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED1,132614+518+84%$356.7K$692.5K+$335.8K2026-10-13
Birch Hill Investment Advisors LLC
DECREASED1,1321,152-20-2%$669.2K$692.5K+$23.3K2026-10-16
Meadow Creek Wealth Advisors LLC
INCREASED1,1311,006+125+12%$584.4K$691.9K+$107.5K2026-11-02
Family Investment Center, Inc.
DECREASED1,1272,281-1,154-51%$1.3M$689.5K-$635.6K2026-10-19
Hutchinson Capital Management
INCREASED1,125746+379+51%$433.4K$688.2K+$254.9K2026-11-09
Virtue Asset Management LLC
INCREASED1,1241,050+74+7%$610.2K$687.9K+$77.7K2026-10-21
Clearwater Capital Advisors, LLC
DECREASED1,1211,122-10%$651.8K$685.8K+$34.0K2026-11-06
Stockman Wealth Management, Inc.
UNCHANGED1,1201,12000%$650.6K$685.2K+$34.6K2026-10-27
Global Wealth Strategies & Associates
INCREASED1,118572+546+95%$332.3K$683.9K+$351.7K2026-10-02
Godsey & Gibb, Inc
INCREASED1,1181,110+8+1%$644.8K$683.9K+$39.1K2026-10-14
626 Financial, LLC
INCREASED1,1141,076+38+4%$625.1K$681.5K+$56.4K2026-11-04
Olio Financial Planning
DECREASED1,1131,118-50%$649.5K$680.9K+$31.4K2026-10-22
Monument Capital Management
INCREASED1,110882+228+26%$512.4K$679.1K+$166.7K2026-10-09
FMA Wealth Management, LLC
UNCHANGED1,1081,10800%$268.1K$274.5K+$6.4K2026-10-21
Optivise Advisory Services LLC
INCREASED1,105903+202+22%$524.6K$675.8K+$151.2K2026-10-19
Millennium Capital Advisors, LLC
DECREASED1,1031,116-13-1%$648.3K$674.8K+$26.5K2026-10-16
TFO Wealth Partners, LLC
NEW1,102—+1,102——$674.2K—2026-11-09
KWB Wealth
DECREASED1,1011,123-22-2%$652.4K$673.5K+$21.2K2026-10-16
WT Wealth Management
INCREASED1,100734+366+50%$426.4K$673.0K+$246.6K2026-10-13
Ballast Rock Private Wealth LLC
INCREASED1,0941,089+5+0%$632.6K$669.3K+$36.7K2026-10-26
Camden National Bank
INCREASED1,0931,091+2+0%$633.8K$668.7K+$34.9K2026-11-02
Weatherly Asset Management L. P.
DECREASED1,0891,224-135-11%$711.1K$666.3K-$44.8K2026-10-20
Hurlow Wealth Management Group, Inc.
DECREASED1,0871,107-20-2%$643.1K$665.0K+$21.9K2026-10-29
Joseph P. Lucia & Associates, LLC
INCREASED1,086637+449+70%$370.0K$664.5K+$294.4K2026-10-30
Pinnacle Bancorp, Inc.
INCREASED1,086829+257+31%$481.6K$664.4K+$182.8K2026-10-21
Brindle & Bay Financial Advisors, LLC
INCREASED1,086850+236+28%$493.9K$664.1K+$170.3K2026-10-15
Milestone Asset Management Group, LLC
INCREASED1,0841,034+50+5%$600.5K$663.0K+$62.5K2026-10-20
Semus Wealth Partners LLC
INCREASED1,0831,041+42+4%$604.7K$662.5K+$57.8K2026-10-22
BNB Wealth Management, LLC
DECREASED1,0801,230-150-12%$714.5K$660.7K-$53.8K2026-10-28
Private Client Services, LLC
INCREASED1,0791,061+18+2%$616.3K$660.1K+$43.7K2026-10-02
Barnes Wealth Management Group, Inc
INCREASED1,0771,076+1+0%$625.1K$658.9K+$33.8K2026-11-09
Investment Management Trust, LLC
UNCHANGED1,0751,07500%$624.5K$657.6K+$33.2K2026-11-05
Sunbeam Capital Management, LLC
DECREASED1,0741,477-403-27%$857.8K$657.3K-$200.5K2026-11-05
Tidemark, LLC
INCREASED1,0731,021+52+5%$593.1K$656.4K+$63.3K2026-11-09
Guidance Capital, Inc
INCREASED1,068969+99+10%$485.2K$498.4K+$13.2K2026-11-03
Opulen Financial Group LLC
DECREASED1,0651,209-144-12%$702.3K$651.5K-$50.8K2026-10-22
CLG LLC
INCREASED1,0641,008+56+6%$585.8K$651.2K+$65.4K2026-10-13
Cranbrook Wealth Management, LLC
INCREASED1,0551,025+30+3%$595.4K$645.4K+$50.0K2026-10-28
Lauer Wealth, LLC
DECREASED1,0541,154-100-9%$632.5K$654.2K+$21.7K2026-10-13
BCV Asset Management Inc.
UNCHANGED1,0531,05300%$569.2K$646.8K+$77.6K2026-11-06
Investmark Advisory Group LLC
INCREASED1,0521,021+31+3%$593.1K$643.6K+$50.5K2026-10-27
Marathon Mission, Inc.
INCREASED1,0511,049+2+0%$609.4K$643.0K+$33.6K2026-10-01
Thompson Davis & Co., Inc.
DECREASED1,0501,130-80-7%$656.4K$642.3K-$14.1K2026-11-05
Three Magnolias Financial Advisors, LLC
UNCHANGED1,0501,05000%$610.0K$642.3K+$32.4K2026-10-14
Redmond Asset Management, LLC
UNCHANGED1,0501,05000%$610.0K$642.3K+$32.4K2026-10-27
Chemistry Wealth Management LLC
UNCHANGED1,0461,04600%$607.6K$639.9K+$32.3K2026-10-16
Allegheny Financial Group
DECREASED1,0441,055-11-1%$612.9K$638.7K+$25.8K2026-11-05
David J Yvars Group
UNCHANGED1,0441,04400%$606.5K$638.7K+$32.2K2026-10-09
Staley Capital Advisers Inc
DECREASED1,0411,241-200-16%$720.9K$636.8K-$84.1K2026-11-06
B.O.S.S. Retirement Advisors, LLC
DECREASED1,0401,085-45-4%$630.3K$636.2K+$5.9K2026-10-26
Morey & Quinn Wealth Partners, LLC
INCREASED1,0371,035+2+0%$601.2K$634.4K+$33.2K2026-10-28
Dagco, Inc.
DECREASED1,0361,042-6-1%$605.5K$634.0K+$28.5K2026-10-20
Clay Northam Wealth Management, LLC
DECREASED1,0351,072-37-3%$622.7K$633.2K+$10.4K2026-10-13
Pennsylvania Capital Management Inc
UNCHANGED1,0351,03500%$601.2K$633.2K+$31.9K2026-11-05
WBI Investments, LLC
DECREASED1,0342,186-1,152-53%$1.3M$632.4K-$637.4K2026-11-05
Riverbridge Partners LLC
UNCHANGED1,0341,03400%$600.7K$632.6K+$31.9K2026-11-05
AdviceOne Advisory Services, LLC
INCREASED1,0331,021+12+1%$593.1K$631.9K+$38.8K2026-10-19
Lebenthal Global Advisors, LLC
DECREASED1,0311,076-45-4%$624.9K$630.9K+$6.0K2026-10-28
Vilga Financial Planning LLC
INCREASED1,030976+54+6%$567.0K$630.1K+$63.1K2026-10-09
Burton Enright Welch
INCREASED1,030986+44+4%$572.8K$630.1K+$57.3K2026-11-04
Jeter Robert S II
INCREASED1,023837+186+22%$467.0K$619.5K+$152.5K2026-10-16
Reap Financial Group, LLC
DECREASED1,0161,519-503-33%$882.2K$621.3K-$260.9K2026-11-02
Sigma Investment Counselors Inc
INCREASED1,0161,008+8+1%$585.4K$621.4K+$36.0K2026-10-27
Quest 10 Wealth Builders, Inc.
INCREASED1,015935+80+9%$543.0K$620.8K+$77.8K2026-11-02
Global Wealth Management, LLC
UNCHANGED1,0151,01500%$589.6K$620.9K+$31.3K2026-10-15
Weaver Consulting Group
DECREASED1,0141,019-50%$591.9K$620.3K+$28.4K2026-10-07
Cardinal Point Capital Management ULC
INCREASED1,011954+57+6%$554.2K$618.4K+$64.2K2026-10-21
First Horizon Corp
INCREASED1,010943+67+7%$547.8K$617.9K+$70.1K2026-10-26
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED1,0091,116-107-10%$648.3K$617.3K-$31.0K2026-11-03
Able Wealth Management LLC
DECREASED1,0081,140-132-12%$662.2K$636.8K-$25.4K2026-10-13
Lifestyle Asset Management, Inc.
NEW1,007—+1,007——$616.2K—2026-10-20
Novem Group
INCREASED1,006970+36+4%$563.5K$615.4K+$51.9K2026-10-19
T3 Companies, LLC
INCREASED1,004784+220+28%$455.4K$614.2K+$158.8K2026-10-22
PlanVest Financial, Inc
INCREASED1,004953+51+5%$553.6K$614.0K+$60.4K2026-11-09
Kelman-Lazarov, Inc.
INCREASED1,002943+59+6%$547.8K$613.0K+$65.2K2026-11-09
Board of the Pension Protection Fund
NEW1,000—+1,000——$611.8K—2026-11-09
Deltec Asset Management LLC
UNCHANGED1,0001,00000%$580.9K$611.8K+$30.9K2026-10-26
Rachor Investment Advisory Services, LLC
UNCHANGED1,0001,00000%$580.9K$611.8K+$30.9K2026-10-29
Hardy Reed LLC
INCREASED998866+132+15%$503.1K$610.5K+$107.5K2026-11-06
Peregrine Asset Advisers, Inc.
DECREASED9971,072-75-7%$506.6K$609.9K+$103.4K2026-11-09
Three Arch Wealth Management LLC
DECREASED9971,004-7-1%$583.2K$609.9K+$26.7K2026-10-20
Unique Wealth, LLC
INCREASED996746+250+34%$433.4K$609.3K+$176.0K2026-10-16
Ironwood Financial, llc
DECREASED9961,072-76-7%$572.9K$609.3K+$36.4K2026-10-20
Kellett Wealth Advisors, LLC
DECREASED9921,042-50-5%$605.3K$606.9K+$1.6K2026-10-15
Elite Life Management LLC
INCREASED992958+34+4%$461.8K$401.2K-$60.6K2026-11-06
Peachtree Investment Partners, LLC
DECREASED9911,437-446-31%$834.8K$606.2K-$228.6K2026-11-05
Provident Investment Management, Inc.
INCREASED989689+300+44%$400.2K$605.0K+$204.8K2026-10-23
Coyle Financial Counsel LLC
DECREASED9891,055-66-6%$612.9K$605.0K-$7.8K2026-10-28
University of Texas S AM Investment Management Co
DECREASED9872,369-1,382-58%$1.4M$603.8K-$772.4K2026-11-03
American Institute for Advanced Investment Management, LLP
DECREASED9851,180-195-17%$685.5K$602.6K-$82.9K2026-11-03
BridgePort Financial Solutions, LLC
INCREASED985958+27+3%$556.4K$602.4K+$46.1K2026-11-02
Wealthgarden F.S. LLC
NEW983—+983——$601.4K—2026-11-09
Financial Planning Navigators Corp
INCREASED983796+187+23%$462.4K$601.4K+$139.0K2026-10-14
Avantra Family Wealth, Inc.
NEW980—+980——$599.7K—2026-10-20
One Day In July LLC
DECREASED9801,647-667-40%$956.8K$599.5K-$357.2K2026-10-30
Morling Financial Advisors, LLC
DECREASED9781,159-181-16%$673.3K$598.3K-$75.0K2026-10-28
First Merchants Corp
INCREASED977973+4+0%$565.2K$597.7K+$32.5K2026-10-15
WJ Wealth Management, LLC
INCREASED973953+20+2%$553.6K$595.2K+$41.6K2026-11-03
Meadowbrook Wealth Management, LLC
NEW972—+972——$594.6K—2026-10-08
Global Wealth Management Investment Advisory, Inc.
DECREASED9681,202-234-19%$698.4K$592.0K-$106.4K2026-11-04
Cogent Private Wealth, Inc.
INCREASED968949+19+2%$551.3K$592.2K+$40.9K2026-11-06
Augustine Asset Management Inc
INCREASED967620+347+56%$360.2K$591.6K+$231.4K2026-10-13
Graves Light Lenhart Wealth, Inc.
UNCHANGED96796700%$561.7K$591.6K+$29.8K2026-10-09
Verum Partners LLC
INCREASED966862+104+12%$500.6K$590.8K+$90.2K2026-10-21
Stewardship Advisors, LLC
DECREASED9651,173-208-18%$681.4K$590.3K-$91.1K2026-10-20
Wiser Wealth Management, Inc
INCREASED965887+78+9%$515.3K$590.3K+$75.1K2026-10-14
Baron Wealth Management LLC
DECREASED9651,005-40-4%$583.8K$590.3K+$6.5K2026-10-27
Woodward Diversified Capital, LLC
DECREASED954975-21-2%$566.4K$583.6K+$17.2K2026-10-21
Focused Alpha, LLC
DECREASED9532,744-1,791-65%$1.6M$582.8K-$1.0M2026-10-20
Selective Wealth Management, Inc.
INCREASED953514+439+85%$254.9K$535.9K+$280.9K2026-10-16
Silverleafe Capital Partners, LLC
INCREASED953793+160+20%$460.7K$583.0K+$122.3K2026-10-02
Summit Financial Wealth Advisors, LLC
DECREASED953968-15-2%$562.3K$583.0K+$20.7K2026-10-15
Sonata Capital Group Inc
UNCHANGED95095000%$551.9K$581.2K+$29.3K2026-10-19
Alessandra Capital Management, LLC
INCREASED946938+8+1%$545.1K$578.9K+$33.8K2026-10-30
Paulson Wealth Management Inc.
INCREASED945863+82+10%$501.3K$578.1K+$76.8K2026-11-02
Entrewealth, LLC
INCREASED942837+105+13%$409.5K$576.3K+$166.8K2026-10-14
MFG Investments, LLC
NEW941—+941——$575.7K—2026-10-30
Range Financial Group LLC
INCREASED939925+14+2%$537.3K$574.4K+$37.1K2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED937854+83+10%$496.1K$573.2K+$77.1K2026-10-30
Stonebridge Financial Group, LLC
INCREASED937876+61+7%$508.9K$573.2K+$64.3K2026-10-01
Mokosak Advisory Group, LLC
UNCHANGED93793700%$544.3K$573.2K+$28.9K2026-10-20
TruNorth Capital Management, LLC
INCREASED936683+253+37%$396.8K$572.6K+$175.8K2026-10-14
Leslie Global Wealth, LLC
DECREASED9341,046-112-11%$607.6K$571.4K-$36.2K2026-10-26
15 Wealth Advisors LLC
NEW932—+932——$570.2K—2026-10-14
Stanich Group LLC
INCREASED931926+5+1%$537.9K$569.6K+$31.7K2026-10-16
Hibernia Wealth Partners, LLC
INCREASED927843+84+10%$489.7K$567.1K+$77.4K2026-10-29
Friday Financial
INCREASED926502+424+84%$259.1K$570.2K+$311.1K2026-10-09
RDA Financial Network
INCREASED923917+6+1%$532.7K$564.7K+$32.0K2026-10-15
Arthur M. Cohen & Associates, LLC
DECREASED922932-10-1%$541.4K$564.0K+$22.6K2026-10-26
Laurel Wealth Advisors LLC
UNCHANGED92192100%$535.0K$563.4K+$28.4K2026-10-27
Plimoth Trust Co LLC
NEW919—+919——$562.2K—2026-10-26
Bill Few Associates, Inc.
INCREASED918860+58+7%$499.6K$561.6K+$62.0K2026-10-09
Atlas Private Wealth Advisors
DECREASED916976-60-6%$567.0K$560.4K-$6.6K2026-10-23
Sepio Capital, LP
DECREASED9141,732-818-47%$1.0M$559.7K-$446.5K2026-10-22
Sterling Investment Counsel, LLC
INCREASED914710+204+29%$412.4K$559.1K+$146.7K2026-10-19
Cahaba Wealth Management, Inc.
INCREASED911656+255+39%$381.1K$557.6K+$176.5K2026-10-26
Langley Wealth Management, LLC
INCREASED911869+42+5%$504.8K$557.3K+$52.5K2026-11-04
RBA Wealth Management, LLC
NEW910—+910——$556.7K—2026-10-28
Deseret Mutual Benefit Administrators
DECREASED9071,131-224-20%$657.0K$554.9K-$102.1K2026-11-04
Cooper S Advisors, LLC
INCREASED906895+11+1%$519.9K$554.3K+$34.3K2026-11-03
GatePass Capital, LLC
INCREASED905440+465+106%$255.6K$553.6K+$298.0K2026-11-09
Whitener Capital Management, Inc.
DECREASED904945-41-4%$549.0K$553.0K+$4.1K2026-10-15
Glass Wealth Management Co LLC
NEW903—+903——$552.6K—2026-10-28
Triangle Securities Wealth Management
DECREASED9031,003-100-10%$582.7K$552.4K-$30.2K2026-10-14
Potentia Wealth
DECREASED901984-83-8%$571.6K$551.2K-$20.4K2026-11-09
Advus Financial Partners, LLC
NEW900—+900——$550.6K—2026-10-20
Armstrong Henry H Associates Inc
UNCHANGED90090000%$522.8K$550.6K+$27.8K2026-10-07
Granite Group Advisors, LLC
DECREASED8981,710-812-47%$993.4K$549.4K-$444.0K2026-10-14
4Wealth Advisors, Inc.
DECREASED8981,580-682-43%$852.4K$545.6K-$306.8K2026-10-13
Stone Summit Wealth LLC
INCREASED897849+48+6%$493.2K$548.7K+$55.6K2026-10-14
Rice Partnership, LLC
INCREASED897885+12+1%$514.1K$548.7K+$34.6K2026-11-09
Towerpoint Wealth, LLC
DECREASED896903-7-1%$524.6K$548.1K+$23.6K2026-10-13
Fiscal Wisdom Wealth Management, LLC
DECREASED896900-40%$522.8K$548.1K+$25.3K2026-10-16
Tortoise Investment Management, LLC
INCREASED895815+80+10%$473.4K$547.5K+$74.1K2026-11-06
John G Ullman & Associates Inc
DECREASED894919-25-3%$534.0K$547.0K+$13.1K2026-11-04
Total Wealth Planning & Management, Inc.
DECREASED8861,177-291-25%$683.7K$542.0K-$141.7K2026-10-23
jvl associates llc
INCREASED886785+101+13%$456.0K$542.0K+$86.0K2026-10-09
Mount Vernon Associates Inc
UNCHANGED88588500%$514.0K$541.0K+$27.0K2026-10-26
Richard P Slaughter Associates Inc
INCREASED882371+511+138%$215.5K$539.8K+$324.3K2026-10-13
Approach Retirement Advisors, LLC
DECREASED8791,493-614-41%$867.3K$537.7K-$329.6K2026-10-22
Ascentis Wealth Management, LLC
INCREASED879307+572+186%$178.3K$537.7K+$359.4K2026-11-03
Investment Advisory Services Inc
DECREASED8791,231-352-29%$715.1K$537.7K-$177.4K2026-10-27
Members Wealth LLC
INCREASED878818+60+7%$475.2K$567.1K+$91.9K2026-10-20
Walled Lake Planning & Wealth Management, LLC
UNCHANGED87887800%$509.7K$536.8K+$27.1K2026-10-29
BCS Wealth Management
DECREASED877927-50-5%$538.5K$536.5K-$2.0K2026-11-03
River Street Advisors LLC
DECREASED877907-30-3%$526.9K$536.5K+$9.6K2026-10-22
Miller Global Investments, LLC
DECREASED873888-15-2%$515.8K$534.1K+$18.2K2026-10-02
Cove Private Wealth, LLC
INCREASED871862+9+1%$500.7K$532.8K+$32.1K2026-10-28
Wealth Preservation Advisors, LLC
NEW870—+870——$532.2K—2026-11-05
Centurion Wealth Management LLC
DECREASED870974-104-11%$565.8K$532.2K-$33.6K2026-10-13
Rubicon Advisors, GP
INCREASED869819+50+6%$475.8K$531.6K+$55.9K2026-10-23
Chiron Capital Management, LLC
DECREASED867965-98-10%$560.6K$530.4K-$30.2K2026-10-15
XY Planning Network, Inc.
INCREASED866559+307+55%$324.7K$529.8K+$205.1K2026-10-14
Worth Financial Advisory Group, LLC
INCREASED865665+200+30%$386.3K$529.2K+$142.9K2026-10-19
Lantern Wealth Advisors, LLC
INCREASED864648+216+33%$376.4K$528.6K+$152.1K2026-10-22
Diversified Management Inc
INCREASED863719+144+20%$417.7K$527.9K+$110.3K2026-10-08
Tortuga Wealth Management, Inc
DECREASED862864-20%$501.9K$527.3K+$25.4K2026-10-27
Brian LOW Financial Group, LLC
INCREASED860608+252+41%$353.2K$526.1K+$172.9K2026-10-28
Lynch Investment Planning, LLC
UNCHANGED85885800%$498.4K$524.9K+$26.5K2026-10-27
Channel Wealth LLC
DECREASED857917-60-7%$532.7K$524.3K-$8.4K2026-11-06
Galvin, Gaustad & Stein, LLC
INCREASED852756+96+13%$439.3K$521.4K+$82.1K2026-10-08
Stonebridge Financial Planning Group, LLC
UNCHANGED85285200%$494.9K$521.2K+$26.3K2026-11-06
Fourpath Capital Management, LLC
INCREASED850483+367+76%$280.6K$520.0K+$239.4K2026-10-19
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED85085000%$469.2K$549.0K+$79.7K2026-10-19
Value Investment Professionals, LLC
UNCHANGED85085000%$493.8K$520.0K+$26.2K2026-10-13
Griffin Asset Management, Inc.
INCREASED849618+231+37%$359.0K$519.4K+$160.4K2026-10-22
WestHill Financial Advisors, Inc.
DECREASED848943-95-10%$547.8K$518.8K-$29.0K2026-10-14
Canandaigua National Trust Co of Florida
NEW847—+847——$518.2K—2026-10-07
Frederick Financial Consultants, LLC
INCREASED846735+111+15%$426.8K$517.4K+$90.6K2026-10-29
Wealth Advisory Solutions, LLC
UNCHANGED84584500%$490.9K$516.9K+$26.1K2026-10-20
StrongBox Wealth, LLC
DECREASED842920-78-8%$534.4K$515.1K-$19.3K2026-11-02
Viewpoint Capital Management LLC
UNCHANGED84284200%$489.1K$515.1K+$26.0K2026-10-27
Sentinel Pension Advisors, LLC
INCREASED838570+268+47%$282.6K$512.7K+$230.1K2026-11-02
Redwood Family Wealth LLC
DECREASED837840-30%$488.0K$512.0K+$24.1K2026-10-20
Amplius Wealth Advisors, LLC
INCREASED836444+392+88%$257.9K$511.4K+$253.5K2026-10-20
Signature Wealth Management Partners, LLC
DECREASED836967-131-14%$561.7K$511.4K-$50.3K2026-10-21
Plan Group Financial, LLC
INCREASED836789+47+6%$458.3K$447.0K-$11.3K2026-10-22
Ridgeline Wealth, LLC
UNCHANGED83683600%$485.6K$506.2K+$20.6K2026-10-14
Hansen & Associates Financial Group, Inc.
INCREASED835610+225+37%$336.8K$518.3K+$181.5K2026-11-09
Grandfield & Dodd, LLC
INCREASED834824+10+1%$478.7K$510.2K+$31.5K2026-10-29
EQ LLC
DECREASED834840-6-1%$488.2K$510.2K+$22.0K2026-11-09
21 West Wealth Management LLC
DECREASED832876-44-5%$508.9K$509.0K+$1072026-10-13
Appleton Partners Inc
DECREASED832858-26-3%$498.0K$509.0K+$11.0K2026-10-30
ARS Wealth Advisors Group, LLC
DECREASED832833-10%$483.9K$509.0K+$25.1K2026-10-16
365 WMG Private Fund I: Primus Fund LLC
NEW828—+828——$506.4K—2026-10-20
Axecap Investments, LLC
NEW828—+828——$506.4K—2026-10-20
Hudock, Inc.
INCREASED827798+29+4%$463.6K$505.9K+$42.4K2026-10-14
Highland Financial Advisors, LLC
INCREASED826768+58+8%$446.1K$505.3K+$59.2K2026-10-19
FDx Advisors, Inc.
NEW823—+823——$503.0K—2026-11-09
Aspen Investment Management Inc
INCREASED823808+15+2%$469.0K$503.0K+$34.0K2026-11-05
Endowment Wealth Management, Inc.
INCREASED822791+31+4%$459.6K$503.0K+$43.4K2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED82182100%$476.9K$476.9K$02026-10-13
Kelleher Financial Advisors
DECREASED8192,558-1,739-68%$1.5M$501.0K-$984.9K2026-10-30
Dala Group, LLC
INCREASED817671+146+22%$389.8K$499.9K+$110.1K2026-10-29
Gill Capital Partners, LLC
DECREASED817867-50-6%$503.6K$499.8K-$3.8K2026-10-13
Old Port Advisors
INCREASED817805+12+1%$467.6K$499.8K+$32.2K2026-10-23
Cornerstone Planning Group LLC
DECREASED816836-20-2%$461.7K$496.2K+$34.5K2026-10-16
Polaris Financial Partners
NEW814—+814——$493.0K—2026-10-02
Wilkerson Advisory Group LLC
DECREASED814866-52-6%$503.1K$498.0K-$5.1K2026-10-20
Shah Wealth Advisors, LLC
NEW812—+812——$496.7K—2026-11-06
Integrity Investment Advisors, LLC
INCREASED812732+80+11%$425.4K$496.7K+$71.4K2026-11-03
Wealthcare Capital Partners, LLC
UNCHANGED81281200%$471.7K$496.7K+$25.1K2026-10-21
Human Investing LLC
INCREASED811509+302+59%$295.7K$496.2K+$200.5K2026-10-19
Heffernan Advisory, Inc
NEW810—+810——$495.5K—2026-10-13
Evermay Wealth Management LLC
INCREASED809620+189+30%$360.2K$494.9K+$134.7K2026-11-05
Intelligence Driven Advisers, LLC
INCREASED809717+92+13%$416.5K$494.9K+$78.4K2026-10-09
Compass Ion Advisors, LLC
INCREASED805784+21+3%$455.4K$492.5K+$37.0K2026-10-23
WoodTrust Financial Corp
UNCHANGED80280200%$466.0K$491.0K+$25.0K2026-10-09
Salomon & Ludwin, LLC
INCREASED801788+13+2%$426.2K$490.0K+$63.8K2026-10-29
Tucker Asset Management LLC
INCREASED801796+5+1%$462.4K$490.0K+$27.6K2026-10-29
Fonville Wealth Management LLC
DECREASED800826-26-3%$479.8K$489.4K+$9.6K2026-10-28
Mystic Asset Management, Inc.
UNCHANGED80080000%$464.7K$489.4K+$24.7K2026-10-15
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED79979900%$464.1K$488.8K+$24.6K2026-10-29
Financial Harvest, LLC
DECREASED7971,125-328-29%$653.5K$487.8K-$165.7K2026-10-15
DeLarme Wealth Management, Inc.
UNCHANGED79579500%$461.8K$486.3K+$24.5K2026-10-30
Box Hill Private Wealth LLC
INCREASED794775+19+2%$450.2K$485.7K+$35.5K2026-10-05
Blodgett Wealth Advisors, LLC
UNCHANGED79379300%$460.5K$485.0K+$24.5K2026-10-23
Droms Strauss Advisors Inc
DECREASED792801-9-1%$465.3K$484.5K+$19.2K2026-11-03
Opal Wealth Advisors, LLC
INCREASED791577+214+37%$335.2K$483.9K+$148.7K2026-10-16
Ballew Advisors, Inc
DECREASED788846-58-7%$438.3K$499.7K+$61.5K2026-10-05
LVZ, Inc.
DECREASED787788-10%$457.6K$481.3K+$23.7K2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED784782+2+0%$454.4K$479.8K+$25.4K2026-11-02
Old Mission Investment Co LLC
UNCHANGED78478400%$455.7K$479.9K+$24.2K2026-10-22
Aspiriant, LLC
DECREASED779815-36-4%$473.4K$476.6K+$3.1K2026-10-16
Covestor Ltd
DECREASED774875-101-12%$508.0K$474.0K-$34.0K2026-10-30
Elmwood Wealth Management, Inc.
DECREASED773780-7-1%$453.1K$472.9K+$19.8K2026-10-14
Nikulski Financial, Inc.
UNCHANGED77377300%$449.0K$472.9K+$23.8K2026-11-06
Bensler, LLC
INCREASED771710+61+9%$412.4K$471.7K+$59.2K2026-11-05
Waystone Advisors LLC
UNCHANGED77077000%$447.3K$447.3K$02026-10-16
Aufman Associates Inc
INCREASED769730+39+5%$424.1K$470.4K+$46.4K2026-11-04
McElhenny Sheffield Capital Management, LLC
INCREASED767642+125+19%$372.9K$469.2K+$96.3K2026-11-06
Watershed Private Wealth LLC
INCREASED765503+262+52%$292.2K$468.0K+$175.8K2026-10-30
Eurizon SLJ Capital Ltd
DECREASED7641,427-663-46%$829.0K$467.4K-$361.6K2026-11-06
Split Rock Private Trading & Wealth Management, LLC
INCREASED764679+85+13%$394.7K$467.7K+$73.0K2026-10-15
Elevation Wealth Partners, LLC
DECREASED762844-82-10%$490.3K$466.2K-$24.1K2026-10-07
Cedarwood Wealth LLC
DECREASED762789-27-3%$458.4K$466.2K+$7.8K2026-11-09
Castleview Partners, LLC
INCREASED761747+14+2%$433.9K$465.5K+$31.6K2026-10-09
Oder Investment Management, LLC
DECREASED760977-217-22%$567.5K$464.9K-$102.6K2026-11-09
Fortitude Family Office, LLC
INCREASED760638+122+19%$370.6K$464.9K+$94.3K2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED7585,248-4,490-86%$3.0M$464.0K-$2.6M2026-10-09
Tenzing Financial LLC
DECREASED756762-6-1%$420.7K$406.8K-$13.9K2026-11-03
Rahlfs Capital, LLC
NEW755—+755——$461.9K—2026-10-23
Kane Investment Management, Inc.
INCREASED754734+20+3%$426.4K$461.3K+$34.9K2026-11-09
Sierra Ocean, LLC
DECREASED753840-87-10%$488.0K$460.7K-$27.3K2026-11-03
Keener Financial Planning LLC
UNCHANGED75375300%$437.0K$460.7K+$23.7K2026-11-06
Wagner Wealth Management, Corp
DECREASED750822-72-9%$477.5K$458.8K-$18.7K2026-10-20
Matauro, LLC
DECREASED750766-16-2%$445.0K$458.9K+$14.0K2026-11-03
Constitution Capital LLC
UNCHANGED75075000%$435.7K$458.8K+$23.1K2026-10-23
United Capital Management of KS, Inc.
DECREASED749941-192-20%$546.6K$458.2K-$88.4K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7462,429-1,683-69%$1.4M$456.4K-$954.7K2026-10-14
Scissortail Wealth Management, LLC
INCREASED742516+226+44%$299.8K$453.9K+$154.2K2026-11-03
Astra Wealth Partners LLC
INCREASED736677+59+9%$393.3K$450.3K+$57.0K2026-11-06
GLR Partners, LLC
NEW734—+734——$449.0K—2026-11-04
LiftPoint Family Wealth Advisors LLC
DECREASED730732-20%$425.2K$446.6K+$21.4K2026-11-03
William Mack & Associates, Inc.
INCREASED726720+6+1%$418.3K$444.1K+$25.9K2026-10-27
Wulff, Hansen & Co.
INCREASED725705+20+3%$409.5K$443.5K+$34.0K2026-11-09
Essential Partners LLC
DECREASED724729-5-1%$423.5K$442.9K+$19.4K2026-10-14
waypoint wealth counsel
INCREASED722628+94+15%$364.8K$441.7K+$76.9K2026-10-22
DLK Investment Management, LLC
NEW721—+721——$441.1K—2026-10-09
First Interstate Bank
UNCHANGED72072000%$418.3K$440.5K+$22.2K2026-10-23
Hoge Financial Services, LLC
INCREASED717675+42+6%$392.1K$438.6K+$46.5K2026-11-05
Lincoln Capital Corp
INCREASED716691+25+4%$401.4K$438.0K+$36.6K2026-10-13
ACT Advisors, Llc.
INCREASED713630+83+13%$366.0K$436.2K+$70.2K2026-10-15
Latitude Advisors, LLC
DECREASED711840-129-15%$488.0K$434.9K-$53.0K2026-10-27
Mission Financial Group, LLC
INCREASED711588+123+21%$341.8K$435.2K+$93.4K2026-10-21
Sage Investment Advisers LLC
DECREASED710975-265-27%$566.4K$434.4K-$132.0K2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
NEW709—+709——$433.7K—2026-10-15
Master's Wealth Management Inc.
INCREASED709695+14+2%$403.7K$433.7K+$30.0K2026-10-22
Wescott Financial Advisory Group, LLC
INCREASED708677+31+5%$393.4K$433.1K+$39.6K2026-11-09
Symphony Financial Services, Inc.
INCREASED706701+5+1%$407.2K$431.9K+$24.7K2026-11-09
Aviance Capital Partners, LLC
INCREASED704393+311+79%$228.3K$430.7K+$202.4K2026-10-29
Kennedy Investment Group, Inc.
DECREASED704715-11-2%$415.4K$430.7K+$15.3K2026-10-21
ERn Financial, LLC
INCREASED701685+16+2%$397.9K$428.8K+$30.9K2026-10-28
Financial Council, LLC
UNCHANGED70070000%$406.6K$428.2K+$21.6K2026-11-02
Clarus Group, Inc.
UNCHANGED70070000%$406.6K$428.2K+$21.6K2026-10-21
Corrado Advisors, LLC
UNCHANGED69969900%$406.1K$427.6K+$21.6K2026-10-27
Sulzberger Capital Advisors, Inc.
NEW696—+696——$425.8K—2026-10-20
Inlight Wealth Management, LLC
NEW695—+695——$425.2K—2026-10-21
Weil Company, Inc.
DECREASED695788-93-12%$457.8K$425.2K-$32.6K2026-10-14
Conservest Capital Advisors, Inc.
INCREASED693612+81+13%$355.5K$424.0K+$68.4K2026-11-09
Intergy Private Wealth, LLC
INCREASED691597+94+16%$346.8K$422.7K+$75.9K2026-10-16
Cannon Advisors, Inc.
DECREASED691733-42-6%$401.8K$418.4K+$16.6K2026-10-14
Noble Family Wealth, LLC
UNCHANGED68968900%$400.2K$421.5K+$21.3K2026-10-26
Avant Financial Advisors LLC
DECREASED687712-25-4%$413.6K$420.3K+$6.7K2026-11-02
Altar Rock LLC
DECREASED687697-10-1%$404.9K$417.8K+$12.9K2026-11-06
Perryman Financial Advisory Inc
INCREASED686486+200+41%$282.3K$419.7K+$137.3K2026-10-16
Riverwater Partners LLC
INCREASED686673+13+2%$391.0K$419.7K+$28.7K2026-11-03
Layline Advisors, LLC
INCREASED686677+9+1%$393.3K$419.7K+$26.4K2026-11-02
United Community Bank
INCREASED684254+430+169%$147.6K$418.4K+$270.9K2026-10-28
Marion Wealth Management
INCREASED684680+4+1%$395.0K$418.4K+$23.4K2026-10-22
Veltria Advisors Corp.
UNCHANGED68268200%$396.2K$417.2K+$21.0K2026-11-05
CenterStar Asset Management, LLC
DECREASED6771,570-893-57%$913.9K$414.6K-$499.3K2026-10-09
TMB Capital Partners, LLC
DECREASED677707-30-4%$410.7K$414.2K+$3.5K2026-10-20
Western Reserve Capital Management, LLC
UNCHANGED67767700%$393.3K$414.2K+$20.9K2026-10-14
Montz Harcus Wealth Management LLC
DECREASED676694-18-3%$403.2K$413.6K+$10.4K2026-10-09
Chapin Davis, Inc.
DECREASED673913-240-26%$530.4K$411.7K-$118.7K2026-10-09
Horst & Graben Wealth Management LLC
INCREASED672649+23+4%$351.0K$411.1K+$60.1K2026-11-02
Fortress Financial Group, LLC
INCREASED672662+10+2%$384.6K$411.1K+$26.5K2026-10-21
WealthCare Asset Management, LLC
DECREASED6691,240-571-46%$720.3K$409.3K-$311.1K2026-10-26
RIA Advisory Group LLC
DECREASED6672,097-1,430-68%$1.2M$408.0K-$810.1K2026-10-15
Summit Financial Consulting LLC
DECREASED667672-5-1%$390.6K$408.0K+$17.5K2026-10-15
Fogel Capital Management, Inc.
INCREASED666657+9+1%$381.7K$407.4K+$25.8K2026-11-04
Demars Financial Group, LLC
INCREASED664519+145+28%$301.5K$406.2K+$104.7K2026-10-22
Summit Financial Strategies, Inc.
INCREASED662487+175+36%$283.1K$405.2K+$122.1K2026-10-14
O'Connor Financial Group LLC
INCREASED660648+12+2%$376.4K$403.8K+$27.3K2026-10-26
SouthState Bank Corp
INCREASED659509+150+29%$295.7K$403.2K+$107.5K2026-11-09
Capital Investment Counsel, LLC
DECREASED659759-100-13%$440.9K$403.2K-$37.8K2026-10-14
Quartz Partners, LLC
INCREASED658609+49+8%$353.8K$402.5K+$48.8K2026-11-03
Sincerus Advisory, LLC
INCREASED658617+41+7%$358.4K$402.5K+$44.1K2026-10-09
Powell Investment Advisors, LLC
UNCHANGED65865800%$382.2K$402.5K+$20.3K2026-10-22
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED657607+50+8%$352.6K$401.9K+$49.3K2026-11-03
Solstein Capital, LLC
UNCHANGED65765700%$381.7K$401.9K+$20.3K2026-11-02
Bright Financial Advisors, Inc.
DECREASED656681-25-4%$395.6K$401.3K+$5.7K2026-10-23
Taylor & Morgan Wealth Management, LLC
DECREASED654719-65-9%$417.7K$400.1K-$17.6K2026-10-09
Security Financial Services, Inc.
DECREASED653660-7-1%$383.4K$399.5K+$16.1K2026-10-29
QP Wealth Management, LLC
UNCHANGED65365300%$379.3K$399.5K+$20.1K2026-10-20
Spectrum Planning & Advisory Services Inc.
NEW651—+651——$398.3K—2026-11-05
Momentous Wealth Management, Inc.
INCREASED651496+155+31%$288.1K$398.3K+$110.1K2026-10-21
EagleClaw Capital Managment, LLC
NEW650—+650——$397.6K—2026-11-06
Ariadne Wealth Management, LP
INCREASED650561+89+16%$325.9K$397.6K+$71.8K2026-11-06
Cypress Capital, LLC
DECREASED650652-20%$378.8K$397.6K+$18.9K2026-10-20
Guardian Financial Partners, LLC
DECREASED648854-206-24%$496.1K$396.4K-$99.7K2026-11-04
Advisory Advocates, LLC
DECREASED648725-77-11%$421.2K$396.4K-$24.7K2026-11-05
TCV Trust & Wealth Management, Inc.
UNCHANGED64864800%$376.4K$396.4K+$20.0K2026-10-16
Beacon Financial Planning, Inc
INCREASED647540+107+20%$313.7K$395.8K+$82.1K2026-11-04
Legacy Financial Group, Inc.
UNCHANGED64464400%$374.1K$394.0K+$19.9K2026-10-21
New Wave Wealth Advisors LLC
INCREASED643532+111+21%$309.0K$389.3K+$80.3K2026-10-19
Willis Johnson Wealth, Inc.
UNCHANGED64364300%$373.8K$393.6K+$19.9K2026-11-03
RPS Advisory Solutions LLC
DECREASED640669-29-4%$388.6K$391.5K+$2.9K2026-11-09
CPC Advisors, LLC
NEW639—+639——$390.9K—2026-10-21
L. Roy Papp & Associates, LLP
INCREASED639609+30+5%$353.8K$390.9K+$37.1K2026-10-21
Payne Capital Management, LLC
UNCHANGED63863800%$370.6K$291.0K-$79.6K2026-11-09
Sapient Capital LLC
DECREASED635716-81-11%$415.9K$388.5K-$27.5K2026-10-08
Beverly Hills Private Wealth, LLC
INCREASED635597+38+6%$346.8K$388.5K+$41.7K2026-11-04
Maple Capital Management, Inc.
UNCHANGED63463400%$368.3K$387.9K+$19.6K2026-11-02
Smith Shellnut Wilson LLC
DECREASED628987-359-36%$573.4K$384.2K-$189.2K2026-10-21
Winter & Associates, Inc.
INCREASED628613+15+2%$356.1K$335.8K-$20.3K2026-10-23
Strata Wealth Advisors, LLC
INCREASED627548+79+14%$318.3K$383.6K+$65.2K2026-10-16
Alterna Wealth Management, Inc
DECREASED6261,140-514-45%$662.2K$383.0K-$279.3K2026-10-27
Bridgewealth Advisory Group, LLC
DECREASED624724-100-14%$420.8K$381.9K-$38.8K2026-11-09
Schmidt P J Investment Management Inc
DECREASED623860-237-28%$499.5K$381.1K-$118.5K2026-11-02
Amicus Financial Advisors, LLC
INCREASED623438+185+42%$254.4K$381.1K+$126.6K2026-11-03
McCarthy Asset Management, Inc.
UNCHANGED62262200%$361.3K$380.5K+$19.2K2026-10-20
Odyssey Capital Advisors, Inc.
DECREASED620744-124-17%$432.2K$379.3K-$52.9K2026-10-26
Saxon Interests, Inc.
DECREASED620725-105-14%$421.2K$379.3K-$41.9K2026-10-26
Capstone Wealth Management, LLC
DECREASED620627-7-1%$364.2K$379.3K+$15.1K2026-11-02
Cape Investment Advisory, Inc.
INCREASED619515+104+20%$299.2K$378.7K+$79.5K2026-10-13
Jeppson Wealth Management, LLC
DECREASED618629-11-2%$365.4K$378.1K+$12.7K2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED618612+6+1%$355.5K$378.1K+$22.6K2026-10-29
Global Financial Private Client, LLC
DECREASED616640-24-4%$371.8K$376.8K+$5.1K2026-10-15
Kaufman Rossin Wealth, LLC
NEW615—+615——$376.1K—2026-10-19
Israel Discount Bank of New York
UNCHANGED61461400%$356.7K$375.6K+$18.9K2026-10-14
Livet Wealth, LLC
NEW613—+613——$375.0K—2026-10-27
IronBridge Private Wealth, LLC
DECREASED613803-190-24%$466.5K$375.0K-$91.5K2026-11-03
One Degree Advisors Inc
UNCHANGED61361300%$331$398.1K+$397.8K2026-11-06
Daviman Financial, LLC
INCREASED611496+115+23%$288.1K$373.9K+$85.8K2026-11-06
Investment Research Partners LLC
DECREASED608677-69-10%$393.3K$372.0K-$21.3K2026-10-19
Midwest Capital Advisors, LLC
INCREASED607405+202+50%$235.3K$371.3K+$136.1K2026-11-04
Outlook Wealth Advisors, LLC
INCREASED607598+9+2%$347.4K$371.3K+$24.0K2026-10-28
Telos Capital Management, Inc.
DECREASED6061,490-884-59%$865.6K$370.7K-$494.8K2026-11-02
Guardian Asset Advisors, LLC
INCREASED605550+55+10%$319.5K$370.1K+$50.6K2026-10-16
Quaker Wealth Management, LLC
INCREASED605579+26+4%$336.3K$370.1K+$33.8K2026-10-22
Genesis Private Wealth, LLC
NEW604—+604——$369.5K—2026-11-02
Kachkovsky & Fisher, Inc.
UNCHANGED60460400%$350.9K$369.5K+$18.6K2026-10-21
Carrera Capital Advisors
DECREASED602694-92-13%$403.2K$368.3K-$34.9K2026-11-03
WealthBridge Capital Management, LLC
INCREASED601405+196+48%$235.3K$367.7K+$132.4K2026-10-16
Ascent Wealth Partners, LLC
NEW600—+600——$287.7K—2026-10-23
Charles Schwab Trust Co
NEW600—+600——$367.1K—2026-10-15
Elevated Financial Group LLC
DECREASED600613-13-2%$356.1K$367.1K+$11.0K2026-10-16
Future Financial Wealth Managment LLC
UNCHANGED60060000%$323.8K$367.1K+$43.2K2026-10-15
Center For Asset Management LLC
NEW599—+599——$366.4K—2026-10-16
Conrad Siegel Investment Advisors, Inc.
INCREASED599564+35+6%$327.6K$366.4K+$38.8K2026-10-08
Echo45 Advisors LLC
INCREASED598407+191+47%$236.4K$366.0K+$129.6K2026-10-07
Total Investment Management Inc
INCREASED597572+25+4%$272.4K$365.2K+$92.9K2026-10-22
Connecticut Wealth Management, LLC
UNCHANGED59559500%$345.6K$364.0K+$18.4K2026-10-13
Greenup Street Wealth Management LLC
INCREASED593449+144+32%$260.6K$362.7K+$102.1K2026-10-28
Blue Water Asset Management
INCREASED591567+24+4%$329.5K$361.6K+$32.2K2026-11-04
C2c Wealth Management, LLC
UNCHANGED59059000%$342.7K$360.9K+$18.2K2026-10-20
Pacific Capital Wealth Advisors, Inc.
INCREASED588462+126+27%$268.4K$359.7K+$91.3K2026-10-22
Carolina Wealth Management Inc
NEW583—+583——$356.7K—2026-10-29
Lighthouse Financial LLC
DECREASED583690-107-16%$400.8K$356.7K-$44.2K2026-10-23
Delta Investment Management, LLC
DECREASED583594-11-2%$345.1K$356.5K+$11.4K2026-11-09
Denver PWM, LLC
UNCHANGED58358300%$299.9K$356.7K+$56.8K2026-10-22
Wagner Wealth Management, LLC
DECREASED582907-325-36%$526.9K$356.0K-$170.8K2026-10-21
Nova R Wealth, Inc.
INCREASED582525+57+11%$304.7K$355.8K+$51.1K2026-10-26
Bank & Trust Co
UNCHANGED58258200%$338.1K$356.0K+$18.0K2026-10-07
Kohmann Bosshard Financial Services, LLC
INCREASED581359+222+62%$208.5K$355.4K+$146.9K2026-11-04
Fairscale Capital, LLC
INCREASED581545+36+7%$316.6K$293.3K-$23.3K2026-11-04
Legacy Edge Advisors, LLC
DECREASED581590-9-2%$342.7K$355.4K+$12.7K2026-11-06
Newman Dignan & Sheerar, Inc.
DECREASED577680-103-15%$395.0K$353.0K-$42.0K2026-10-21
Peoples Bank
DECREASED577637-60-9%$370.0K$353.0K-$17.1K2026-10-26
Collective Family Office LLC
UNCHANGED57757700%$335.2K$353.0K+$17.8K2026-10-05
Define Financial, LLC
DECREASED576640-64-10%$371.6K$352.2K-$19.4K2026-10-14
Equita Financial Network, Inc.
DECREASED576599-23-4%$348.0K$352.4K+$4.4K2026-10-19
Mach-1 Financial Group, LLC
DECREASED574941-367-39%$546.6K$351.2K-$195.5K2026-11-06
Promethium Advisors,llc
DECREASED5731,000-427-43%$580.9K$350.5K-$230.4K2026-10-19
Financial Planning Hawaii, Inc.
UNCHANGED57257200%$332.3K$349.9K+$17.6K2026-10-13
Carson Advisory Inc.
INCREASED569457+112+25%$265.5K$348.1K+$82.6K2026-11-06
Blackston Financial Advisory Group, LLC
DECREASED569641-72-11%$372.4K$348.1K-$24.3K2026-11-04
Boyd Wealth Management, LLC
NEW568—+568——$347.5K—2026-10-20
Avail Investment Partners, LLC
DECREASED568609-41-7%$353.8K$347.5K-$6.3K2026-10-16
Nelson Capital Management, LLC
DECREASED567637-70-11%$370.0K$346.9K-$23.2K2026-11-09
Family Capital Management, Inc.
DECREASED567587-20-3%$341.0K$346.9K+$5.9K2026-11-03
Post Resch Tallon Group Inc.
DECREASED566583-17-3%$338.7K$346.3K+$7.6K2026-10-09
Barton Investment Management
DECREASED565665-100-15%$386.3K$345.6K-$40.7K2026-10-27
Bath Savings Trust Co
UNCHANGED56556500%$328.2K$345.6K+$17.4K2026-10-07
E&G Advisors, LLC
DECREASED563588-25-4%$341.6K$344.4K+$2.8K2026-10-13
Urban Wealth Management, LLC
DECREASED563578-15-3%$335.8K$344.4K+$8.7K2026-10-21
WealthTrust Asset Management, LLC
DECREASED562655-93-14%$380.5K$343.8K-$36.7K2026-10-22
Bourgeon Capital Management LLC
NEW561—+561——$343.2K—2026-10-19
Eclectic Associates Inc
DECREASED561825-264-32%$479.3K$343.2K-$136.1K2026-10-09
Shira Ridge Wealth Management
DECREASED561619-58-9%$359.6K$343.2K-$16.4K2026-10-09
Michael J. Porro & Co. Financial Advisors, Inc.
UNCHANGED56156100%$325.9K$343.2K+$17.3K2026-10-16
Oasis Advisors, LLC
NEW559—+559——$341.8K—2026-10-16
Graetz Wealth LLC
DECREASED558570-12-2%$331.4K$341.7K+$10.3K2026-10-27
Citrine Capital LLC
INCREASED557499+58+12%$289.9K$340.8K+$50.9K2026-10-14
Avid Wealth Partners LLC
DECREASED557558-10%$324.1K$340.8K+$16.6K2026-11-03
Schorn Wealth LLC
INCREASED556546+10+2%$317.2K$340.1K+$23.0K2026-10-14
Seros Financial, LLC
UNCHANGED55655600%$323.0K$340.1K+$17.2K2026-10-21
Joseph Group Capital Management
INCREASED553499+54+11%$289.9K$338.3K+$48.4K2026-11-04
Mcdaniel Terry & Co
UNCHANGED55355300%$321.2K$338.3K+$17.1K2026-11-05
PPS&V Asset Management Consultants, Inc.
INCREASED552537+15+3%$311.9K$337.8K+$25.8K2026-10-06
James T. Borello RIA
INCREASED551531+20+4%$308.5K$337.1K+$28.6K2026-10-16
Northland Securities, Inc.
UNCHANGED55055000%$319.5K$336.5K+$17.0K2026-11-02
Price Financial Group Wealth Management, Inc
INCREASED548540+8+1%$281.5K$326.8K+$45.2K2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED54754700%$317.8K$334.6K+$16.9K2026-10-26
Westco Advisory Services Inc
NEW545—+545——$333.4K—2026-10-14
American National Bank & Trust
DECREASED544736-192-26%$427.5K$332.8K-$94.7K2026-10-07
RVW Wealth, LLC
INCREASED543451+92+20%$262.0K$332.2K+$70.2K2026-10-06
JFS Wealth Advisors, LLC
INCREASED541535+6+1%$310.8K$330.8K+$20.0K2026-11-03
Darwin Wealth Management, LLC
INCREASED540486+54+11%$282.4K$330.9K+$48.4K2026-11-09
Capital Planning LLC
UNCHANGED53953900%$313.1K$329.7K+$16.6K2026-10-09
Private Management Group Inc
DECREASED536548-12-2%$318.3K$327.9K+$9.6K2026-11-04
LifeSteps Financial, Inc.
DECREASED535556-21-4%$323.0K$327.2K+$4.2K2026-10-15
Kingdom Financial Group Llc.
INCREASED534123+411+334%$71.5K$326.7K+$255.2K2026-11-04
Inspirion Wealth Advisors, LLC
INCREASED534527+7+1%$285.0K$326.7K+$41.6K2026-10-09
Manuka Financial, LLC
UNCHANGED53453400%$310.2K$326.7K+$16.5K2026-10-16
Diversified Portfolios, Inc.
DECREASED532599-67-11%$348.0K$325.5K-$22.5K2026-11-04
Warburton Capital Management, LLC
DECREASED532556-24-4%$322.0K$257.4K-$64.6K2026-11-06
Johnson Wealth Management, LLC
INCREASED532509+23+5%$295.7K$325.5K+$29.8K2026-11-09
ShoreHaven Wealth Partners, LLC
UNCHANGED53253200%$309.0K$325.7K+$16.7K2026-10-16
Kooman & Associates
INCREASED531510+21+4%$296.3K$324.8K+$28.6K2026-10-21
M Wealth Management, LLC
DECREASED530780-250-32%$453.1K$324.2K-$128.9K2026-10-14
Financial Network Wealth Advisors LLC
INCREASED530509+21+4%$295.7K$324.2K+$28.6K2026-10-28
Madson Wealth Advisors Inc
UNCHANGED53053000%$307.9K$324.2K+$16.4K2026-10-13
Seed Wealth Management, Inc.
UNCHANGED53053000%$307.9K$324.2K+$16.4K2026-10-20
Patton Albertson Miller Group, LLC
NEW527—+527——$322.4K—2026-10-26
Penn Davis Mcfarland Inc
UNCHANGED52752700%$306.1K$322.4K+$16.3K2026-10-23
Platt Wealth Management LLC
UNCHANGED52752700%$306.0K$322.0K+$16.0K2026-11-04
truNorth Financial Services, Inc.
DECREASED526541-15-3%$314.3K$321.8K+$7.5K2026-11-06
Cornerstone Management, Inc.
UNCHANGED52352300%$303.8K$320.0K+$16.1K2026-10-16
Catalyst Capital Advisors LLC
INCREASED521440+81+18%$255.6K$318.7K+$63.1K2026-11-02
Clear Investment Research, LLC
INCREASED520495+25+5%$287.6K$318.1K+$30.6K2026-11-06
Kondo Wealth Advisors, Inc.
INCREASED520499+21+4%$289.9K$318.1K+$28.2K2026-10-19
Oak Barrel Wealth Advisory LLC
DECREASED520526-6-1%$305.6K$318.1K+$12.6K2026-11-05
Tred Avon Family Wealth, LLC
UNCHANGED51951900%$301.5K$317.5K+$16.0K2026-10-20
Mascagni Wealth Management, Inc.
UNCHANGED51951900%$301.5K$317.5K+$16.0K2026-10-23
Financial Advisory Partners, LLC
DECREASED518600-82-14%$348.5K$316.9K-$31.7K2026-10-23
Wetzel Investment Advisors, Inc.
UNCHANGED51851800%$300.9K$316.9K+$16.0K2026-10-13
Buttonwood Financial Advisors Inc.
UNCHANGED51751700%$300.3K$316.2K+$15.9K2026-10-13
Kitching Partners, LLC
INCREASED516438+78+18%$254.4K$315.7K+$61.2K2026-11-02
Arsenal Capital Advisors LLC
INCREASED515370+145+39%$214.9K$315.1K+$100.1K2026-11-02
Dale Q Rice Investment Management Ltd
UNCHANGED51551500%$299.2K$315.1K+$15.9K2026-10-09
Williams Financial, LLC
DECREASED514524-10-2%$304.4K$314.4K+$10.0K2026-10-19
LVM Capital Management LTD
DECREASED514519-5-1%$301.0K$314.4K+$13.4K2026-10-20
Cordgrass Capital Advisors, LLC
UNCHANGED51451400%$298.6K$314.4K+$15.9K2026-10-30
First Nebraska Trust Co
UNCHANGED51451400%$298.6K$314.4K+$15.9K2026-10-30
Compass Financial Group, Inc
UNCHANGED51151100%$296.8K$312.6K+$15.8K2026-10-13
Diesslin Group, Inc.
UNCHANGED51151100%$296.8K$312.6K+$15.8K2026-10-14
Phillip James Consulting Co.
UNCHANGED51051000%$296.3K$312.0K+$15.7K2026-11-03
MPS Loria Financial Planners, LLC
INCREASED509506+3+1%$293.9K$311.4K+$17.4K2026-10-14
Inman Jager Wealth Management, LLC
UNCHANGED50650600%$293.9K$309.6K+$15.6K2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED505475+30+6%$275.9K$308.9K+$33.0K2026-10-15
Richmond Investment Services, LLC
INCREASED504492+12+2%$285.8K$308.3K+$22.5K2026-10-29
Avory & Company, LLC
UNCHANGED50450400%$292.8K$308.3K+$15.5K2026-10-21
Gaddis Premier Wealth Advisors LLC
UNCHANGED50450400%$292.8K$308.3K+$15.5K2026-10-29
Iron Financial LLC
DECREASED502507-5-1%$294.5K$307.1K+$12.6K2026-10-23
Straight Path Wealth Management
INCREASED501400+101+25%$232.4K$306.5K+$74.1K2026-10-23
Lane Brothers & Co Inc
DECREASED500891-391-44%$517.6K$305.9K-$211.7K2026-11-02
Towne Trust Company, N.a
DECREASED500520-20-4%$302.1K$305.9K+$3.8K2026-10-28
GR Financial Group, LLC
INCREASED500495+5+1%$287.6K$305.9K+$18.3K2026-10-27
Alhambra Investment Management LLC
UNCHANGED50050000%$290.5K$305.9K+$15.4K2026-10-15
Cherokee Insurance Co
UNCHANGED50050000%$290.5K$305.9K+$15.4K2026-11-05
Reik & Co., LLC
UNCHANGED50050000%$290.5K$305.9K+$15.4K2026-10-27
Capital City Trust Co
INCREASED497493+4+1%$286.4K$304.0K+$17.7K2026-10-22
Fullerton Advisors, LLC
NEW495—+495——$302.9K—2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED495499-4-1%$275.6K$264.5K-$11.1K2026-10-21
Missouri Trust & Investment Co
UNCHANGED49549500%$235.7K$302.8K+$67.1K2026-11-04
High Note Wealth, LLC
INCREASED494444+50+11%$257.9K$302.2K+$44.3K2026-10-27
Values Added Financial LLC
DECREASED494533-39-7%$309.6K$302.2K-$7.4K2026-10-28
Haven Private, LLC
INCREASED494482+12+2%$280.0K$302.2K+$22.2K2026-10-27
IFG Advisors, LLC
UNCHANGED49449400%$287.0K$302.2K+$15.2K2026-10-15
Phillips Financial Management, LLC
DECREASED493498-5-1%$289.3K$301.6K+$12.3K2026-10-19
Midwest Financial Partners Investments, Inc.
UNCHANGED49349300%$286.4K$301.6K+$15.2K2026-10-08
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED492512-20-4%$297.4K$301.0K+$3.6K2026-10-29
Northern Lights Advisors, Inc.
INCREASED492490+2+0%$284.6K$301.0K+$16.3K2026-10-21
Baring Financial LLC
INCREASED491470+21+4%$273.0K$300.4K+$27.3K2026-10-07
Mattern Capital Management, LLC
UNCHANGED49149100%$285.2K$300.4K+$15.1K2026-11-02
Objective Capital Management, LLC
NEW490—+490——$299.8K—2026-10-13
First Citizens Financial Corp
INCREASED490474+16+3%$275.4K$299.8K+$24.4K2026-10-02
Omnitrust Wealth Management, Inc
NEW489—+489——$299.2K—2026-11-02
Advisortrust Partners, LLC
INCREASED489393+96+24%$228.3K$299.2K+$70.9K2026-11-02
Commerce Advisors, LLC
DECREASED489493-4-1%$286.4K$299.2K+$12.8K2026-10-19
Goodman Advisory Group, LLC
UNCHANGED48948900%$284.1K$299.2K+$15.1K2026-11-02
AAF Wealth Management, LLC
NEW488—+488——$298.5K—2026-10-28
Accelerate Investment Advisors LLC
INCREASED488466+22+5%$270.6K$298.4K+$27.8K2026-11-02
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED48748700%$282.9K$297.9K+$15.0K2026-10-28
Life Planning Partners, Inc
UNCHANGED48548500%$281.7K$296.7K+$15.0K2026-10-28
Wynn Capital, LLC
UNCHANGED48548500%$281.7K$296.7K+$15.0K2026-10-13
Cushing Capital Partners, LLC
NEW483—+483——$295.4K—2026-10-20
Macroview Investment Management LLC
DECREASED482579-97-17%$336.3K$294.9K-$41.5K2026-10-26
Bright Futures Wealth Management, Llc.
DECREASED482486-4-1%$282.3K$294.9K+$12.5K2026-10-23
Finward Bancorp
DECREASED479490-11-2%$284.6K$293.0K+$8.4K2026-10-14
Evergreen Private Wealth LLC
DECREASED477917-440-48%$532.7K$291.8K-$240.9K2026-10-30
KFG Wealth Management, LLC
INCREASED477422+55+13%$245.1K$291.8K+$46.7K2026-10-16
Adelphi Trust Co
INCREASED477470+7+1%$273.0K$291.8K+$18.8K2026-10-05
Wiregrass Investment Management LLC
DECREASED476616-140-23%$357.8K$291.2K-$66.6K2026-11-05
Ridgeline Wealth Planning, LLC
INCREASED476417+59+14%$242.2K$291.2K+$49.0K2026-10-29
Insight Wealth Partners, LLC
DECREASED474751-277-37%$436.3K$290.0K-$146.3K2026-10-26
Sollinda Capital Management LLC
DECREASED474539-65-12%$313.1K$290.0K-$23.1K2026-11-09
JDH Wealth Management, LLC
INCREASED473373+100+27%$216.7K$289.4K+$72.7K2026-10-20
Foundry Financial Group, Inc.
INCREASED473448+25+6%$260.2K$289.4K+$29.1K2026-10-28
River Wealth Advisors LLC
INCREASED473470+3+1%$273.0K$289.4K+$16.3K2026-11-09
Smith Chas P & Associates PA Cpas
DECREASED470476-6-1%$276.5K$248.5K-$28.0K2026-10-22
William John Sempolinski
NEW469—+469——$287.2K—2026-10-20
Sweeney & Michel, LLC
INCREASED469460+9+2%$222.3K$286.9K+$64.6K2026-10-16
Decker Wealth Management LLC
NEW466—+466——$285.0K—2026-10-09
Pacific Sage Partners, LLC
DECREASED466469-3-1%$272.4K$285.1K+$12.6K2026-10-21
TradeWell Securities, Llc.
DECREASED465486-21-4%$282.3K$284.5K+$2.1K2026-10-21
LMG Wealth Partners, LLC
INCREASED465452+13+3%$262.6K$284.5K+$21.9K2026-11-05
Cohen Capital Management, Inc.
UNCHANGED46546500%$270.1K$284.5K+$14.3K2026-10-14
Grey Fox Wealth Advisors, LLC
INCREASED464387+77+20%$224.8K$283.9K+$59.0K2026-11-03
Retirement Planning Co of New England, Inc.
DECREASED463491-28-6%$285.2K$283.2K-$2.0K2026-10-15
Noble Wealth Management PBC
INCREASED463443+20+5%$257.3K$283.2K+$25.9K2026-10-01
MRA Advisory Group
DECREASED461660-199-30%$383.4K$282.0K-$101.4K2026-10-07
BankChampaign, National Association
UNCHANGED46146100%$267.8K$282.0K+$14.2K2026-10-19
Cornell Pochily Investment Advisors, Inc.
UNCHANGED46046000%$267.2K$281.4K+$14.2K2026-10-19
Hall Capital Management Co Inc
UNCHANGED46046000%$267.2K$281.4K+$14.2K2026-11-09
Bauman Advisory Group, LLC
DECREASED459602-143-24%$349.7K$280.8K-$68.9K2026-10-29
Certior Financial Group, LLC
DECREASED459562-103-18%$326.5K$280.8K-$45.7K2026-10-19
Palatine Hill Wealth Management, LLC
UNCHANGED45945900%$266.6K$280.8K+$14.2K2026-11-03
Macro Advisors, Inc.
UNCHANGED45845800%$266.1K$280.2K+$14.1K2026-11-09
Great Diamond Partners, LLC
DECREASED457459-20%$266.6K$279.6K+$12.9K2026-10-13
Blue Square Asset Management, LLC
UNCHANGED45745700%$265.5K$279.6K+$14.1K2026-11-02
Machina Capital S.A.S.
DECREASED4556,716-6,261-93%$3.9M$278.4K-$3.6M2026-11-05
Richardson Capital Management LLC
UNCHANGED45545500%$264.3K$278.4K+$14.0K2026-10-23
Keystone Global Partners, LLC
UNCHANGED45445400%$263.7K$277.7K+$14.0K2026-10-13
Williams & Novak Wealth Management, LLC
DECREASED453477-24-5%$277.1K$277.1K+$332026-10-09
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED45345300%$263.2K$277.1K+$14.0K2026-10-08
Advisor Resource Council
DECREASED452843-391-46%$476.6K$285.6K-$191.1K2026-11-05
Howland Capital Management LLC
DECREASED4491,317-868-66%$765.1K$274.7K-$490.4K2026-10-22
Taylor Securities Services, Inc.
UNCHANGED44944900%$260.8K$274.7K+$13.9K2026-10-20
Wealth Analytics Partners, LLC
UNCHANGED44844800%$245.6K$274.1K+$28.5K2026-10-19
Avion Wealth
INCREASED447409+38+9%$237.0K$273.0K+$36.0K2026-11-04
LWM Advisors Inc
UNCHANGED44744700%$259.7K$273.5K+$13.8K2026-10-08
Discipline Wealth Solutions, LLC
INCREASED446347+99+29%$201.6K$273.0K+$71.4K2026-10-14
Juno Financial Group LLC
INCREASED446389+57+15%$226.0K$272.8K+$46.9K2026-10-27
Brickley Wealth Management
UNCHANGED44644600%$259.1K$272.8K+$13.8K2026-11-04
Prospect Financial Group LLC
DECREASED445526-81-15%$305.6K$272.2K-$33.3K2026-11-05
Cabot Wealth Management Inc
INCREASED445433+12+3%$251.5K$272.2K+$20.7K2026-11-05
Dillon & Associates Inc
INCREASED445435+10+2%$253.0K$272.0K+$19.0K2026-10-22
Hardin Capital Partners, LLC
NEW442—+442——$270.4K—2026-10-09
Steph & Co
DECREASED442513-71-14%$298.0K$270.4K-$27.6K2026-10-07
ICW Investment Advisors LLC
DECREASED441444-3-1%$257.8K$270.0K+$12.2K2026-10-27
Rasp Wealth Solutions, LLC
NEW439—+439——$268.6K—2026-11-06
Pacific Excel Wealth Advisors, Inc.
DECREASED4391,984-1,545-78%$1.2M$265.7K-$886.8K2026-10-27
Bdfs Capital LLC
DECREASED438517-79-15%$300.3K$267.9K-$32.5K2026-10-14
James Reed Financial Services, Inc.
UNCHANGED43843800%$254.4K$268.0K+$13.5K2026-10-26
Howard Bailey Securities, LLC
DECREASED437466-29-6%$270.7K$267.0K-$3.7K2026-10-27
Arbor Investment Advisors, LLC
INCREASED437417+20+5%$242.2K$267.3K+$25.1K2026-10-26
ETF Store, Inc.
UNCHANGED43743700%$253.9K$267.3K+$13.5K2026-10-19
McCollum Christoferson Group LLC
NEW436—+436——$266.7K—2026-10-13
White Lighthouse Investment Management Inc.
DECREASED436451-15-3%$262.0K$266.7K+$4.7K2026-10-21
Biltmore Family Office, LLC
INCREASED436421+15+4%$244.6K$266.7K+$22.2K2026-11-03
Sather Financial Group Inc
NEW434—+434——$265.5K—2026-10-30
Code Waechter LLC
INCREASED434379+55+15%$220.2K$265.8K+$45.6K2026-10-23
Mountain Capital Investment Advisors Inc.
NEW432—+432——$264.0K—2026-11-06
Vaquero Private Wealth, LTD
DECREASED432898-466-52%$521.7K$264.3K-$257.4K2026-10-27
Barlow Wealth Partners, LLC
DECREASED432447-15-3%$231.3K$280.5K+$49.3K2026-10-15
Townsend & Associates, Inc
NEW430—+430——$227.6K—2026-10-23
25 LLC
INCREASED426380+46+12%$220.7K$260.6K+$39.9K2026-10-13
Zenith Solutions, Inc.
NEW425—+425——$259.9K—2026-10-19
Flagship Wealth Advisors, LLC
DECREASED425448-23-5%$260.2K$260.0K-$2502026-11-03
Blume Capital Management, Inc.
DECREASED425430-5-1%$249.8K$260.0K+$10.2K2026-10-26
S.E.E.D. Planning Group LLC
NEW424—+424——$259.2K—2026-10-07
Planned Solutions, Inc.
UNCHANGED42442400%$246.3K$259.4K+$13.1K2026-10-19
Providence Wealth Advisors, LLC
UNCHANGED42342300%$219.6K$268.1K+$48.5K2026-10-29
Investment Partners, Ltd.
NEW422—+422——$258.2K—2026-10-29
Berman McAleer LLC
UNCHANGED42242200%$245.1K$258.1K+$13.0K2026-10-16
Littlejohn Financial Services, Inc.
NEW421—+421——$257.6K—2026-11-06
WealthPoint Financial, LLC
NEW420—+420——$256.9K—2026-11-03
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED420389+31+8%$226.0K$256.9K+$31.0K2026-10-14
Sylvest Advisors, LLC
UNCHANGED42042000%$244.0K$256.9K+$13.0K2026-10-26
Hutchens & Kramer Investment Management Group, LLC
NEW419—+419——$256.3K—2026-10-16
Bennett Selby Investments LP
UNCHANGED41841800%$242.8K$255.7K+$12.9K2026-10-19
Wealthcare Capital Management LLC
UNCHANGED41741700%$242.2K$255.1K+$12.9K2026-10-21
Lee Financial Co
DECREASED416419-3-1%$243.4K$254.5K+$11.1K2026-10-16
CNB Bank
INCREASED415392+23+6%$227.7K$253.9K+$26.2K2026-11-09
Split Creek LLC DBA Split Creek Capital LLC
DECREASED414480-66-14%$278.8K$253.3K-$25.6K2026-11-02
Old Peak Finance LLC
DECREASED414473-59-12%$274.8K$253.3K-$21.5K2026-11-02
Dogwood Wealth Management LLC
DECREASED414435-21-5%$252.7K$253.3K+$5732026-11-09
Cutler Investment Counsel LLC
DECREASED412499-87-17%$289.9K$252.0K-$37.8K2026-10-28
Spectrum Wealth Advisory Group, LLC
DECREASED412423-11-3%$245.7K$252.0K+$6.3K2026-10-29
PMG Family Office LLC
INCREASED412407+5+1%$236.4K$252.0K+$15.6K2026-10-19
Ground Swell Capital, LLC
NEW411—+411——$251.4K—2026-11-09
CWS Financial Advisors, LLC
UNCHANGED41141100%$238.8K$251.4K+$12.7K2026-10-16
Opus Financial Solutions LLC
UNCHANGED41141100%$238.8K$251.4K+$12.7K2026-11-06
Destiny Capital Corp
NEW410—+410——$251.1K—2026-11-03
Gibson Wealth Advisors LLC
INCREASED410380+30+8%$220.7K$250.8K+$30.1K2026-10-20
IFC & Insurance Marketing, Inc.
INCREASED410400+10+3%$232.4K$250.8K+$18.5K2026-10-16
MKT Advisors LLC
DECREASED409411-20%$212.1K$253.9K+$41.7K2026-10-20
Leeward Financial Partners, LLC
DECREASED409410-10%$238.2K$250.2K+$12.0K2026-10-23
Exchange Bank
DECREASED408417-9-2%$242.2K$249.6K+$7.4K2026-10-07
Gordian Advisors LLC
INCREASED406400+6+2%$232.4K$248.4K+$16.0K2026-10-30
Kure Advisory, LLC
INCREASED406403+3+1%$234.1K$248.4K+$14.3K2026-10-08
Friedenthal Financial
INCREASED40535+370+1057%$20.3K$247.8K+$227.4K2026-10-27
Washington Trust Advisors, Inc.
INCREASED405312+93+30%$181.3K$247.9K+$66.5K2026-10-22
Reston Wealth Management LLC
DECREASED405415-10-2%$241.1K$247.8K+$6.7K2026-10-29
Winebrenner Capital Management LLC
DECREASED405415-10-2%$241.1K$247.8K+$6.7K2026-10-07
Altfest L J & Co Inc
NEW404—+404——$247.2K—2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED404391+13+3%$227.1K$247.2K+$20.0K2026-10-28
Storen Legacy Partners, LLC
INCREASED404395+9+2%$229.5K$247.2K+$17.7K2026-11-09
Roble, Belko & Company, Inc
INCREASED401400+1+0%$232.0K$245.0K+$13.0K2026-11-09
Wedgewood Investors Inc
DECREASED400440-40-9%$255.6K$244.7K-$10.9K2026-10-28
Hughes Financial Services, LLC
INCREASED400374+26+7%$217.3K$226.6K+$9.3K2026-10-30
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED40040000%$232.4K$244.7K+$12.3K2026-10-30
Bear Mountain Capital, Inc.
UNCHANGED40040000%$219.3K$211.5K-$7.8K2026-11-04
Gray Private Wealth, LLC
NEW399—+399——$244.1K—2026-10-28
AA Financial Advisors, LLC
NEW398—+398——$243.2K—2026-10-19
Snider Financial Group
UNCHANGED39739700%$230.6K$242.9K+$12.2K2026-10-16
OceanIQ Capital, LLC
NEW396—+396——$239.8K—2026-10-19
Stone Wealth Partners
DECREASED3961,757-1,361-77%$1.0M$241.4K-$779.2K2026-11-05
Ellis Investment Partners, LLC
INCREASED394380+14+4%$221.0K$241.3K+$20.3K2026-10-21
Tillman Hartley LLC
UNCHANGED39439400%$228.9K$241.0K+$12.2K2026-11-06
Integrated Wealth Management
INCREASED393350+43+12%$203.3K$240.4K+$37.1K2026-10-19
AlphaCentric Advisors LLC
INCREASED392364+28+8%$211.5K$239.8K+$28.4K2026-11-03
Cornerstone National Bank & Trust Co
INCREASED391352+39+11%$190.4K$240.8K+$50.4K2026-10-20
Bare Financial Services, Inc
DECREASED391418-27-6%$242.8K$239.2K-$3.6K2026-11-04
Chesapeake Wealth Management
UNCHANGED39139100%$227.1K$239.2K+$12.1K2026-11-09
Safe Harbor Family Capital, LLC
DECREASED390434-44-10%$252.1K$238.6K-$13.5K2026-11-09
Morton Capital Management LLC
DECREASED389408-19-5%$237.0K$238.0K+$9632026-10-23
RiverTree Advisors, LLC
NEW387—+387——$236.8K—2026-10-13
Levin Capital Strategies, L.P.
NEW387—+387——$236.8K—2026-11-02
Gilliland Jeter Wealth Management LLC
INCREASED387380+7+2%$220.7K$236.8K+$16.0K2026-10-28
Investment Insight Wealth Management, LLC
UNCHANGED38738700%$224.8K$236.8K+$11.9K2026-10-30
Catalyst Private Wealth, LLC
NEW385—+385——$235.5K—2026-10-13
Northcape Wealth Management, LLC
DECREASED385435-50-11%$252.7K$235.5K-$17.2K2026-11-04
CDM Financial Counseling Services, Inc.
INCREASED385370+15+4%$214.9K$235.5K+$20.6K2026-10-15
Kwmg, LLC
NEW384—+384——$234.9K—2026-10-07
rebel Financial LLC
NEW382—+382——$233.8K—2026-11-04
RW Investment Management LLC
DECREASED382685-303-44%$397.9K$233.7K-$164.2K2026-11-03
Ndwm LLC
UNCHANGED38238200%$221.9K$233.7K+$11.8K2026-11-05
Capital Square, LLC
DECREASED380536-156-29%$299.0K$232.5K-$66.6K2026-10-19
North Forty Two & Co.
DECREASED380400-20-5%$232.4K$232.5K+$1052026-10-19
Lipe & Dalton
UNCHANGED38038000%$221.0K$232.0K+$11.0K2026-10-15
Strategic Advocates LLC
INCREASED378288+90+31%$167.3K$231.2K+$63.9K2026-11-03
TCP Asset Management, LLC
DECREASED3771,155-778-67%$671.0K$239.1K-$431.8K2026-10-14
Polaris Investment Advisors, LLC
DECREASED377827-450-54%$480.4K$230.6K-$249.8K2026-10-20
PTM Wealth Management, LLC
NEW376—+376——$244.2K—2026-10-23
Lifetime Wealth Management P.C.
DECREASED376409-33-8%$237.6K$230.0K-$7.6K2026-10-29
Gilman Hill Asset Management, LLC
UNCHANGED37537500%$217.8K$229.4K+$11.6K2026-10-13
Peoples Bank
INCREASED374358+16+4%$208.0K$228.8K+$20.8K2026-10-09
Welch Financial Planning, LLC
NEW371—+371——$227.0K—2026-11-06
Morton Brown Family Wealth, LLC
UNCHANGED37137100%$215.5K$227.0K+$11.4K2026-10-23
Middleton & Co Inc
UNCHANGED36936900%$214.6K$226.0K+$11.4K2026-10-23
J.M. Arbour, LLC
NEW368—+368——$225.1K—2026-11-05
Sloy Dahl & Holst, LLC
DECREASED368518-150-29%$300.9K$225.1K-$75.8K2026-10-14
Woodley Farra Manion Portfolio Management Inc
DECREASED366426-60-14%$247.5K$223.9K-$23.6K2026-11-05
Pettinga Financial Advisors LLC
INCREASED365355+10+3%$206.2K$223.3K+$17.1K2026-10-13
Lorne Steinberg Wealth Management Inc.
NEW364—+364——$222.7K—2026-10-23
Andina Capital Management, LLC
INCREASED364358+6+2%$208.0K$222.7K+$14.7K2026-10-21
BKM Wealth Management, LLC
UNCHANGED36436400%$211.5K$222.7K+$11.2K2026-10-22
Hendershot Investments Inc.
UNCHANGED36436400%$211.5K$222.7K+$11.2K2026-11-05
Serenity Investment Advisors
NEW363—+363——$222.1K—2026-10-30
Lutz Financial Services LLC
DECREASED363443-80-18%$257.3K$222.1K-$35.3K2026-11-06
Redwood Park Advisors LLC
INCREASED36281+281+347%$47.1K$221.5K+$174.4K2026-11-02
Evansbrook LLC
UNCHANGED36036000%$209.1K$220.2K+$11.1K2026-10-16
Valley Brook Capital Group, Inc.
UNCHANGED36036000%$209.1K$220.2K+$11.1K2026-10-26
Capstone Wealth Management Group, Inc.
NEW359—+359——$219.6K—2026-10-19
LightSquare Wealth Management, LLC
DECREASED359443-84-19%$257.3K$219.6K-$37.7K2026-11-03
Chris Bulman Inc
UNCHANGED35935900%$208.5K$219.6K+$11.1K2026-10-20
Continuum Wealth Advisors, LLC
UNCHANGED35735700%$207.4K$218.4K+$11.0K2026-10-20
Blue Sky Capital Consultants Group, Inc.
UNCHANGED35735700%$207.4K$218.4K+$11.0K2026-10-13
Aspen Wealth Management LLC
NEW355—+355——$217.2K—2026-10-14
J. L. Bainbridge & Co., Inc.
DECREASED355633-278-44%$367.7K$217.2K-$150.5K2026-10-20
Beacon Bank & Trust
NEW354—+354——$216.6K—2026-10-27
Aspect Partners, LLC
DECREASED353357-4-1%$207.4K$216.0K+$8.6K2026-10-20
Bellwether Advisors, LLC
UNCHANGED35335300%$205.1K$216.0K+$10.9K2026-11-09
HF Advisory Group, LLC
UNCHANGED35335300%$205.1K$216.0K+$10.9K2026-10-09
Horizon Financial Services, LLC
INCREASED352113+239+212%$65.6K$215.3K+$149.7K2026-11-04
Hudson Oak Wealth Advisory LLC
DECREASED352374-22-6%$217.3K$215.3K-$1.9K2026-10-16
Liberty Capital Management, Inc.
UNCHANGED35235200%$204.5K$215.3K+$10.9K2026-11-02
Koesten, Hirschmann & Crabtree, Inc.
NEW351—+351——$214.9K—2026-10-13
Aldebaran Financial Inc.
NEW350—+350——$214.1K—2026-11-06
Schulz Wealth, Ltd.
NEW350—+350——$214.1K—2026-11-03
IMPACTfolio, LLC
DECREASED350600-250-42%$348.5K$214.1K-$134.4K2026-10-28
BFI Infinity Ltd.
DECREASED350586-236-40%$340.4K$214.1K-$126.3K2026-10-16
NovaPoint Capital, LLC
UNCHANGED35035000%$203.3K$214.1K+$10.8K2026-10-22
CWC Advisors, Llc.
NEW348—+348——$212.9K—2026-10-15
Well Done, LLC
NEW348—+348——$212.9K—2026-10-20
Bradley & Co. Private Wealth Management, LLC
DECREASED348598-250-42%$347.4K$212.9K-$134.5K2026-10-23
Legacy Capital Wealth Partners, LLC
NEW347—+347——$212.3K—2026-10-21
tru Independence LLC
NEW347—+347——$212.3K—2026-10-20
Towercrest Capital Management
DECREASED347373-26-7%$216.7K$212.3K-$4.4K2026-10-23
Alliance Wealth Management Group
DECREASED347373-26-7%$216.7K$212.3K-$4.4K2026-10-29
MMA Asset Management LLC
NEW346—+346——$211.7K—2026-11-02
Sunrise Financial Services, LLC
DECREASED345350-5-1%$203.3K$211.1K+$7.7K2026-10-21
Financial Enhancement Group LLC
NEW344—+344——$222.2K—2026-10-08
Weinberger Asset Management, Inc
NEW344—+344——$210.4K—2026-10-28
TPG Financial Advisors, LLC
DECREASED344345-10%$200.4K$210.4K+$10.0K2026-11-09
Gould Asset Management LLC
DECREASED343362-19-5%$210.3K$209.8K-$4552026-11-06
Grant Street Asset Management, Inc.
NEW342—+342——$209.0K—2026-10-26
Meridian Financial Advisors, LLC
NEW342—+342——$209.2K—2026-10-14
Mainstay Capital Management LLC
DECREASED342443-101-23%$257.3K$209.2K-$48.1K2026-11-09
Arnold Financial Planning LLC
NEW341—+341——$208.6K—2026-10-20
Emergent Wealth Advisors, LLC
NEW340—+340——$208.0K—2026-10-09
Financial Synergies Wealth Advisors, Inc.
NEW340—+340——$208.0K—2026-10-16
Planning Strategies Inc.
DECREASED339421-82-19%$244.6K$207.4K-$37.2K2026-10-02
Regency Capital Management Inc.\DE
NEW338—+338——$206.8K—2026-11-09
Sterling Financial Planning, Inc.
NEW338—+338——$206.8K—2026-10-28
Trevian Wealth Management LLC
NEW338—+338——$206.8K—2026-11-09
Elm3 Financial Group, LLC
DECREASED338398-60-15%$231.2K$206.8K-$24.4K2026-10-07
Kozak & Associates, Inc.
DECREASED338355-17-5%$192.0K$195.5K+$3.5K2026-10-29
1620 Investment Advisors, Inc.
INCREASED336333+3+1%$193.7K$205.7K+$12.0K2026-11-04
Manchester Financial Inc
NEW335—+335——$204.9K—2026-10-15
High Probability Advisors, LLC
NEW335—+335——$204.9K—2026-10-19
Oak Asset Management, LLC
NEW333—+333——$203.7K—2026-10-13
Networth Advisors, LLC
UNCHANGED33333300%$193.4K$203.7K+$10.3K2026-11-03
Addison Advisors LLC
DECREASED332341-9-3%$198.1K$203.1K+$5.0K2026-11-06
Evergreen Advisors, LLC
NEW331—+331——$202.5K—2026-10-28
Sankala Group LLC
UNCHANGED33133100%$159.2K$203.3K+$44.0K2026-11-09
Mlp3, LLC
NEW330—+330——$201.9K—2026-10-22
Alternative Investment Advisors, Llc.
NEW329—+329——$201.3K—2026-11-03
Phoenix Wealth Advisors
NEW328—+328——$200.7K—2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED328817-489-60%$474.6K$200.7K-$273.9K2026-11-04
MFA Wealth Services
NEW327—+327——$200.3K—2026-10-14
Barnes Dennig Private Wealth Management LLC
DECREASED326415-89-21%$241.1K$199.4K-$41.6K2026-10-30
Tsfg, LLC
DECREASED3241,256-932-74%$730.0K$198.0K-$532.0K2026-10-23
Princeton Global Asset Management LLC
UNCHANGED31731700%$184.1K$193.9K+$9.8K2026-10-21
Evolution Wealth Management Inc.
DECREASED302370-68-18%$214.9K$184.8K-$30.2K2026-10-28
Whipplewood Advisors, LLC
DECREASED300312-12-4%$181.2K$183.5K+$2.3K2026-10-20
Meramec Financial Planners, LLC
UNCHANGED30030000%$148.5K$134.7K-$13.8K2026-11-09
Palladiem, LLC
UNCHANGED29029000%$168.5K$177.4K+$8.9K2026-11-09
Barrett & Company, Inc.
DECREASED285400-115-29%$232.4K$174.4K-$58.0K2026-10-22
Adkins Seale Capital Management LLC
UNCHANGED28428400%$165.0K$173.7K+$8.8K2026-10-27
Union Savings Bank
UNCHANGED27827800%$161.5K$170.1K+$8.6K2026-10-14
Dynamic Wealth Strategies, LLC
INCREASED273189+84+44%$109.8K$167.0K+$57.2K2026-10-16
Creative Capital Management Investments LLC
INCREASED273206+67+33%$119.7K$167.0K+$47.3K2026-10-28
Tompkins Financial Corp
UNCHANGED27127100%$157.4K$165.8K+$8.4K2026-10-05
Valued Wealth Advisors LLC
DECREASED267280-13-5%$162.7K$163.3K+$6852026-11-05
Sfam, LLC
UNCHANGED26726700%$155.1K$163.3K+$8.2K2026-11-03
Pacific Center for Financial Services
UNCHANGED26126100%$151.6K$159.7K+$8.1K2026-10-15
Vermillion Wealth Management, Inc.
DECREASED260551-291-53%$320.1K$159.1K-$161.0K2026-10-26
MilWealth Group LLC
UNCHANGED25025000%$145.2K$152.9K+$7.7K2026-11-02
Guardian Partners Inc.
UNCHANGED25025000%$145.2K$152.9K+$7.7K2026-10-21
True Wealth Design, LLC
INCREASED245206+39+19%$119.7K$149.9K+$30.2K2026-10-13
American Capital Advisory, LLC
INCREASED245239+6+3%$138.8K$149.9K+$11.0K2026-10-28
Halbert Hargrove Global Advisors, LLC
DECREASED244256-12-5%$148.7K$149.3K+$5992026-10-16
PMV Capital Advisers, LLC
DECREASED242245-3-1%$142.3K$148.0K+$5.7K2026-11-09
PFS Partners, LLC
UNCHANGED23623600%$136.9K$144.1K+$7.3K2026-10-21
Next Level Wealth Planning, LLC
NEW235—+235——$143.8K—2026-10-29
Clark Wealth Partners
INCREASED234102+132+129%$59.3K$143.2K+$83.9K2026-10-19
Smallwood Wealth Investment Management, LLC
INCREASED234213+21+10%$123.7K$143.2K+$19.4K2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED23023000%$133.6K$140.7K+$7.1K2026-10-16
Balance Wealth Partners LLC
NEW229—+229——$140.2K—2026-10-27
Vision Financial Markets LLC
DECREASED223248-25-10%$134.1K$137.4K+$3.3K2026-10-22
Key Capital Management, Inc
DECREASED216325-109-34%$188.8K$132.1K-$56.7K2026-11-03
Tounjian Advisory Partners, LLC
INCREASED215128+87+68%$74.3K$131.4K+$57.2K2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED215207+8+4%$147.0K$178.6K+$31.7K2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED21521500%$124.9K$131.5K+$6.6K2026-10-15
Financially Speaking Inc
UNCHANGED21221200%$43.1K$129.7K+$86.6K2026-11-05
Retirement Wealth Solutions LLC
INCREASED208143+65+45%$83.1K$127.2K+$44.2K2026-10-07
Compass Wealth Management LLC
NEW203—+203——$124.2K—2026-10-22
IMG Wealth Management, Inc.
INCREASED202190+12+6%$110.4K$123.6K+$13.2K2026-10-27
MeadowBrook Investment Advisors LLC
UNCHANGED20020000%$116.2K$101.6K-$14.6K2026-10-29
Bay Harbor Wealth Management, LLC
INCREASED178165+13+8%$95.9K$108.9K+$13.0K2026-11-03
LAM Group, Inc.
UNCHANGED17217200%$99.9K$105.2K+$5.3K2026-10-26
Ramsey Quantitative Systems
NEW170—+170——$104.0K—2026-10-22
Walsh & Associates, LLC
UNCHANGED16716700%$97.0K$102.2K+$5.2K2026-11-09
Southern Michigan Bank & Trust
INCREASED166100+66+66%$58.1K$101.6K+$43.5K2026-10-19
Caldwell Sutter Capital, Inc.
UNCHANGED16316300%$94.7K$99.7K+$5.0K2026-11-09
Pioneer Family Office, LLC
UNCHANGED16016000%$92.9K$97.9K+$4.9K2026-10-30
IAG Wealth Partners, LLC
DECREASED159168-9-5%$97.6K$97.3K-$3232026-11-06
Burkett Financial Services, LLC
NEW157—+157——$96.0K—2026-10-01
Main Street Group, LTD
UNCHANGED15715700%$91.4K$96.2K+$4.9K2026-10-28
Kennebec Savings Bank
DECREASED154910-756-83%$528.6K$94.2K-$434.4K2026-10-22
Vima LLC
UNCHANGED15015000%$87.1K$91.8K+$4.6K2026-10-23
Gleason Group, Inc.
UNCHANGED14614600%$84.8K$89.3K+$4.5K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED145155-10-6%$90.0K$88.7K-$1.3K2026-10-28
First Financial Corp
UNCHANGED14214200%$82.5K$86.9K+$4.4K2026-10-13
Marquette Asset Management, LLC
UNCHANGED14114100%$81.9K$86.3K+$4.4K2026-10-09
Markowski Investments
DECREASED137272-135-50%$158.0K$83.8K-$74.2K2026-10-30
Greykasell Wealth Strategies, Inc.
UNCHANGED12912900%$74.9K$78.9K+$4.0K2026-11-09
Carolina Wealth Advisors, LLC
UNCHANGED12812800%$74.4K$78.3K+$3.9K2026-10-23
Hartford Financial Management Inc.
UNCHANGED12712700%$73.8K$77.7K+$3.9K2026-10-21
Madden Securities Corp
NEW125—+125——$76.5K—2026-10-27
Costello Asset Management, Inc
UNCHANGED12512500%$72.6K$76.5K+$3.9K2026-10-30
NorthAvenue LLC
UNCHANGED12312300%$71.5K$75.2K+$3.8K2026-10-29
Davis Capital Management
INCREASED121109+12+11%$63.3K$74.0K+$10.7K2026-10-08
MTM Investment Management, LLC
DECREASED121131-10-8%$76.1K$74.0K-$2.1K2026-10-30
KFG LLC
NEW120—+120——$73.4K—2026-11-02
McCarley & Cook Financial Planners
INCREASED116110+6+5%$63.9K$71.0K+$7.1K2026-10-21
Nova Financial LLC
NEW114—+114——$69.7K—2026-11-04
Toews Corp
UNCHANGED11411400%$66.2K$69.7K+$3.5K2026-11-09
Collier Financial
UNCHANGED11211200%$65.1K$68.5K+$3.5K2026-11-06
Hurley Capital, LLC
INCREASED111101+10+10%$58.7K$67.9K+$9.2K2026-11-05
Alpha Financial Advisors, LLC
INCREASED11098+12+12%$56.9K$67.3K+$10.4K2026-11-09
Decker Retirement Planning Inc.
DECREASED108120-12-10%$69.7K$66.1K-$3.6K2026-10-19
Cetera Trust Company, N.a
UNCHANGED10410400%$60.4K$63.6K+$3.2K2026-11-09
North Point Portfolio Managers Corp
NEW101—+101——$61.8K—2026-10-07
Jnba Financial Advisors
INCREASED10051+49+96%$29.6K$61.2K+$31.5K2026-11-03
SBK Financial, Inc.
UNCHANGED10010000%$58.1K$61.2K+$3.1K2026-11-02
Hickory Point Bank & Trust
UNCHANGED10010000%$58.1K$61.2K+$3.1K2026-10-01
SRH Advisors, LLC
UNCHANGED10010000%$58.1K$61.2K+$3.1K2026-10-22
Kentucky Trust Co
UNCHANGED10010000%$58.1K$61.2K+$3.1K2026-10-15
Trust Co
INCREASED9747+50+106%$27.3K$59.3K+$32.0K2026-10-09
Align Financial, LLC
INCREASED9782+15+18%$47.6K$59.3K+$11.7K2026-10-16
Coston, McIsaac & Partners
UNCHANGED898900%$51$54.4K+$54.4K2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED858500%$49.4K$52.0K+$2.6K2026-10-14
TFC Financial Management, Inc.
DECREASED8486-2-2%$50.0K$51.4K+$1.4K2026-10-26
Baillie Gifford & Co
UNCHANGED828200%$47.6K$50.2K+$2.5K2026-11-09
Tradewinds Capital Management, LLC
DECREASED8082-2-2%$47.6K$48.9K+$1.3K2026-10-23
Thompson Investment Management, Inc.
UNCHANGED757500%$43.6K$45.9K+$2.3K2026-10-14
Centennial Bank
UNCHANGED757500%$43.6K$45.9K+$2.3K2026-11-09
Cedar Mountain Advisors, LLC
UNCHANGED727200%$41.8K$44.0K+$2.2K2026-10-15
Lloyd Advisory Services, Llc.
DECREASED7179-8-10%$45.9K$43.6K-$2.3K2026-11-02
Atlantic Private Wealth, LLC
UNCHANGED656500%$37.8K$39.8K+$2.0K2026-11-09
Essential Investment Partners LLC
INCREASED6345+18+40%$26.1K$38.5K+$12.4K2026-10-27
Sawyer & Company, Inc
UNCHANGED616100%$35.4K$37.3K+$1.9K2026-10-21
Transce3nd, LLC
DECREASED59199-140-70%$111.0K$32.6K-$78.4K2026-10-26
Aventus Investment Advisors, Inc.
UNCHANGED565600%$32.5K$34.3K+$1.7K2026-10-09
New England Capital Financial Advisors LLC
UNCHANGED555500%$32.2K$33.9K+$1.7K2026-11-03
Torren Management, LLC
DECREASED5455-1-2%$32.0K$33.0K+$1.1K2026-10-29
Valley Wealth Managers, Inc.
NEW50—+50——$30.6K—2026-10-09
Piscataqua Savings Bank
UNCHANGED505000%$29.0K$30.6K+$1.5K2026-10-21
MJT & Associates Financial Advisory Group, Inc.
NEW47—+47——$28.8K—2026-10-07
Downshift Financial, LLC
INCREASED476+41+683%$3.5K$28.8K+$25.3K2026-10-13
Mascoma Wealth Management LLC
DECREASED4649-3-6%$28.5K$28.1K-$3242026-10-23
United Financial Planning Group LLC
UNCHANGED464600%$26.7K$28.1K+$1.4K2026-11-04
Motco
INCREASED4540+5+13%$23.2K$27.5K+$4.3K2026-11-09
High Point Wealth Management, LLC
INCREASED4317+26+153%$9.9K$26.3K+$16.4K2026-11-05
DecisionPoint Financial, LLC
INCREASED4324+19+79%$13.0K$26.5K+$13.5K2026-10-27
Atlas Capital Advisors Inc.
UNCHANGED434300%$25.0K$21.6K-$3.4K2026-11-09
Peterson Wealth Management
DECREASED40237-197-83%$137.7K$24.5K-$113.2K2026-11-06
Centerpoint Advisors, LLC
NEW39—+39——$24.0K—2026-11-05
RHL Group, LLC
INCREASED3934+5+15%$19.8K$23.7K+$4.0K2026-11-04
PayPay Securities Corp
INCREASED3828+10+36%$16.3K$23.2K+$7.0K2026-10-27
Clean Yield Group
UNCHANGED383800%$22.1K$23.2K+$1.2K2026-10-28
Three Bridge Wealth Advisors, LLC
NEW37—+37——$22.6K—2026-11-05
Prism Planning Partners LLC
NEW36—+36——$22.0K—2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED313100%$18.0K$19.0K+$9572026-10-23
Eukles Asset Management
UNCHANGED303000%$17.4K$18.4K+$9262026-11-04
Virtus Advisers, LLC
UNCHANGED303000%$17.4K$18.4K+$9262026-11-09
Team Financial Group, LLC
NEW29—+29——$17.7K—2026-10-30
Maseco LLP
NEW28—+28——$17.1K—2026-10-27
WestEnd Advisors, LLC
UNCHANGED282800%$16.3K$17.1K+$8642026-10-27
Breakwater Investment Management
INCREASED239+14+156%$5.2K$14.1K+$8.8K2026-10-20
Cheviot Value Management, LLC
NEW22—+22——$13.6K—2026-11-09
Birchwood Financial Partners, Inc.
NEW21—+21——$12.8K—2026-11-02
Sherman Asset Management, Inc.
DECREASED2125-4-16%$14.5K$12.8K-$1.7K2026-11-05
Roxbury Financial LLC
UNCHANGED212100%$12.2K$12.8K+$6482026-10-01
Community Bank, N.A.
NEW20—+20——$12.2K—2026-11-06
Baer Investment Advisory LLC
NEW20—+20——$12.2K—2026-10-13
Intelligent Financial Strategies
NEW19—+19——$11.6K—2026-10-16
Bernzott Capital Advisors
NEW15—+15——$9.2K—2026-10-29
POM Investment Strategies, LLC
DECREASED1522-7-32%$12.8K$9.2K-$3.6K2026-10-20
Foresight Capital Management Advisors, Inc.
NEW13—+13——$8.0K—2026-10-27
Country Trust Bank
INCREASED1311+2+18%$6.4K$8.0K+$1.6K2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED101000%$5.8K$6.1K+$3092026-11-02
Atwood & Palmer Inc
UNCHANGED101000%$5.8K$6.1K+$3082026-10-08
Navigoe, LLC
DECREASED910-1-10%$5$5$02026-11-04
Highland Investment Advisors LLC
DECREASED825-17-68%$14.5K$4.9K-$9.6K2026-11-09
Montgomery Financial Services LLC
UNCHANGED8800%$4.6K$4.9K+$2472026-11-03
Birchbrook, Inc.
UNCHANGED8800%$4.6K$4.9K+$2472026-10-14
Chapman Financial Group, LLC
NEW5—+5——$3.1K—2026-10-26
Duncker Streett & Co Inc
DECREASED45-1-20%$2.9K$2.4K-$4582026-10-27
3 Factor Indexing, LLC
UNCHANGED4400%$2.3K$2.4K+$1242026-10-15
Sarver Vrooman Wealth Advisors
UNCHANGED3300%$1.6K$1.8K+$2172026-10-01
Monetary Solutions, Ltd
NEW2—+2——$1.2K—2026-10-22
Prudent Man Investment Management, Inc.
INCREASED21+1+100%$215$1.2K+$1.0K2026-11-03
Nvest Wealth Strategies, Inc.
INCREASED21+1+100%$581$1.2K+$6432026-10-14
Maryland Capital Advisors Inc.
UNCHANGED2200%$1.2K$1.2K+$622026-10-15
Kimelman & Baird, LLC
UNCHANGED2200%$1.2K$1.2K+$622026-11-03
Security National Bank
NEW1—+1——$612—2026-10-26
Wellington Shields Capital Management, LLC
CLOSED051,335-51,335-100%$29.8M$0-$29.8M2026-11-03
Ariose Capital Management Ltd
CLOSED040,007-40,007-100%$23.2M$0-$23.2M2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED036,231-36,231-100%$21.0M$0-$21.0M2026-11-04
Simplex Trading, LLC
CLOSED036,092-36,092-100%$21.0M$0-$21.0M2026-11-04
Diversified Trust Co
CLOSED030,504-30,504-100%$17.7M$0-$17.7M2026-11-06
SeaTown Holdings Pte. Ltd.
CLOSED029,000-29,000-100%$16.8M$0-$16.8M2026-10-07
Agur Provident & Training Funds Management LTD
CLOSED022,435-22,435-100%$122.6K$0-$122.6K2026-11-02
Q Fund Management (Hong Kong) Ltd
CLOSED019,100-19,100-100%$11.1M$0-$11.1M2026-10-14
Herald Investment Management Ltd
CLOSED018,820-18,820-100%$10.9M$0-$10.9M2026-10-05
LEE Johnson Capital Management, LLC
CLOSED014,255-14,255-100%$8.3M$0-$8.3M2026-11-09
Robeco Schweiz AG
CLOSED014,000-14,000-100%$8.1M$0-$8.1M2026-10-23
Counterpoint Mutual Funds LLC
CLOSED013,826-13,826-100%$8.0M$0-$8.0M2026-10-16
McKinney Capital Management, LLC
CLOSED013,704-13,704-100%$8.0M$0-$8.0M2026-11-06
Dara Capital US, Inc.
CLOSED011,875-11,875-100%$6.9M$0-$6.9M2026-10-29
Arete Wealth Advisors, LLC
CLOSED010,124-10,124-100%$5.9M$0-$5.9M2026-11-09
Twin Peaks Capital Ltd
CLOSED010,000-10,000-100%$5.8M$0-$5.8M2026-11-03
WIN Advisors, Inc
CLOSED09,755-9,755-100%$5.7M$0-$5.7M2026-11-06
Retireful, LLC
CLOSED05,487-5,487-100%$3.2M$0-$3.2M2026-10-09
Tejara Capital Ltd
CLOSED05,000-5,000-100%$2.9M$0-$2.9M2026-11-09
Pavaki Capital Management LLC
CLOSED04,000-4,000-100%$2.3M$0-$2.3M2026-10-26
Q3 Asset Management
CLOSED03,798-3,798-100%$2.2M$0-$2.2M2026-11-06
Chesapeake Capital Corp
CLOSED03,652-3,652-100%$2.1M$0-$2.1M2026-11-09
Shaker Investments LLC
CLOSED03,548-3,548-100%$2.1M$0-$2.1M2026-11-05
Wellington Shields & Co., LLC
CLOSED02,367-2,367-100%$1.4M$0-$1.4M2026-11-03
Tuttle Capital Management, LLC
CLOSED01,850-1,850-100%$1.1M$0-$1.1M2026-10-21
Impact Investors, Inc
CLOSED01,389-1,389-100%$807.2K$0-$807.2K2026-11-02
Axiom Investment Management LLC
CLOSED01,281-1,281-100%$744.1K$0-$744.1K2026-11-03
Rinkey Investments
CLOSED01,157-1,157-100%$672.1K$0-$672.1K2026-10-28
IvyRock Asset Management (HK) Ltd
CLOSED01,000-1,000-100%$580.9K$0-$580.9K2026-11-06
CogentBlue Wealth Advisors, LLC
CLOSED0816-816-100%$474.2K$0-$474.2K2026-10-09
Helium Advisors LLC
CLOSED0709-709-100%$411.9K$0-$411.9K2026-10-23
Scarborough Advisors, LLC
CLOSED0610-610-100%$312.3K$0-$312.3K2026-10-16
Seek First Inc.
CLOSED0589-589-100%$342.2K$0-$342.2K2026-10-27
Verus Wealth Management, LLC
CLOSED0536-536-100%$311.4K$0-$311.4K2026-10-13
Eley Financial Management, Inc
CLOSED0529-529-100%$307.3K$0-$307.3K2026-11-03
Navalign, LLC
CLOSED0523-523-100%$303.8K$0-$303.8K2026-11-09
Akuna Securities LLC
CLOSED0520-520-100%$302.1K$0-$302.1K2026-11-09
Hofer & Associates. Inc
CLOSED0491-491-100%$285.2K$0-$285.2K2026-10-13
Vigilare Wealth Management
CLOSED0467-467-100%$271.0K$0-$271.0K2026-10-29
Single Point Partners, LLC
CLOSED0462-462-100%$268.4K$0-$268.4K2026-10-19
Davidson Trust Co
CLOSED0453-453-100%$263.2K$0-$263.2K2026-10-09
Semanteon Capital Management, LP
CLOSED0452-452-100%$262.6K$0-$262.6K2026-11-09
Elco Management Co., LLC
CLOSED0432-432-100%$251.0K$0-$251.0K2026-10-14
Wisconsin Wealth Advisors, LLC
CLOSED0412-412-100%$239.3K$0-$239.3K2026-10-08
Fiera Capital Corp
CLOSED0404-404-100%$234.7K$0-$234.7K2026-11-06
Clark Financial Services Group Inc
CLOSED0404-404-100%$234.7K$0-$234.7K2026-10-19
Thoma Capital Management LLC
CLOSED0400-400-100%$232.4K$0-$232.4K2026-10-19
Amarillo National Bank
CLOSED0398-398-100%$231.2K$0-$231.2K2026-10-23
Spinnaker Investment Group, LLC
CLOSED0396-396-100%$230.0K$0-$230.0K2026-10-13
Atala Financial Inc
CLOSED0388-388-100%$225.4K$0-$225.4K2026-10-22
PFG Private Wealth Management, LLC
CLOSED0383-383-100%$222.5K$0-$222.5K2026-10-15
Vista Investment Partners II, LLC
CLOSED0376-376-100%$218.4K$0-$218.4K2026-10-15
North Capital, Inc.
CLOSED0364-364-100%$211.5K$0-$211.5K2026-10-16
Central Valley Advisors, LLC
CLOSED0363-363-100%$210.9K$0-$210.9K2026-10-27
VCI Wealth Management LLC
CLOSED0360-360-100%$209.1K$0-$209.1K2026-10-29
Stirlingshire Investments, Inc.
CLOSED0353-353-100%$205.1K$0-$205.1K2026-11-05
Midwest Financial Network, LLC
CLOSED0351-351-100%$203.9K$0-$203.9K2026-10-13
Carmel Capital Partners, LLC
CLOSED0275-275-100%$159.8K$0-$159.8K2026-11-03
Obsidian CIO, LLC
CLOSED0237-237-100%$137.7K$0-$137.7K2026-11-05
LFA - Lugano Financial Advisors SA
CLOSED0235-235-100%$136.5K$0-$136.5K2026-11-03
Heritage Wealth Advisors
CLOSED0171-171-100%$99.3K$0-$99.3K2026-11-09
Park Place Capital Corp
CLOSED0141-141-100%$81.9K$0-$81.9K2026-11-09
Founders Capital Management
CLOSED0120-120-100%$69.7K$0-$69.7K2026-10-13
Pilgrim Partners Asia Pte Ltd
CLOSED0100-100-100%$58.1K$0-$58.1K2026-10-29
Bullseye Investment Management, LLC
CLOSED076-76-100%$44.1K$0-$44.1K2026-10-29
Robinswood Financial LLC
CLOSED062-62-100%$36.0K$0-$36.0K2026-10-20
Sims Investment Management, LLC
CLOSED050-50-100%$20.4K$0-$20.4K2026-10-13
Strategic Wealth Advisors LLC
CLOSED027-27-100%$5$0-$52026-11-06
Commonwealth Retirement Investments LLC
CLOSED015-15-100%$8.7K$0-$8.7K2026-10-26
Evolution Advisers, Inc.
CLOSED04-4-100%$2$0-$22026-11-06
Islay Capital Management, LLC
CLOSED01-1-100%$581$0-$5812026-10-20
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Illumine Investment Management, LLC
UNCHANGED000—$9.3M$8.7M-$580.8K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$3.5M$3.8M+$305.5K2026-10-29
BlackRock, Inc.
N/A—150,301,510-150,301,510-100%$87.3B———
Vanguard Capital Management LLC
N/A—106,500,177-106,500,177-100%$61.9B———
State Street Corp
N/A—74,361,687-74,361,687-100%$43.2B———
Invesco Ltd.
N/A—53,171,203-53,171,203-100%$30.9B———
JPMorgan Chase & Co
N/A—40,309,233-40,309,233-100%$21.7B———
Vanguard Portfolio Management LLC
N/A—37,929,920-37,929,920-100%$22.0B———
Price T Rowe Associates Inc
N/A—35,938,258-35,938,258-100%$20.9B———
FMR LLC
N/A—25,558,552-25,558,552-100%$14.8B———
Morgan Stanley
N/A—24,286,371-24,286,371-100%$14.1B———
Norges Bank
N/A—23,361,170-23,361,170-100%$13.6B———
UBS Asset Management Americas LLC
N/A—17,548,481-17,548,481-100%$10.2B———
Northern Trust Corp
N/A—16,689,593-16,689,593-100%$9.7B———
Goldman Sachs Group Inc
N/A—14,755,674-14,755,674-100%$8.6B———
Bank of America Corp
N/A—12,088,320-12,088,320-100%$7.0B———
Charles Schwab Investment Management Inc
N/A—12,016,903-12,016,903-100%$7.0B———
Legal & General Group Plc
N/A—10,979,868-10,979,868-100%$6.4B———
Jennison Associates LLC
N/A—9,972,952-9,972,952-100%$5.8B———
Van Eck Associates Corp
N/A—9,486,389-9,486,389-100%$5.5B———
Vanguard Fiduciary Trust Co
N/A—9,369,499-9,369,499-100%$5.4B———
Wellington Management Group LLP
N/A—9,334,396-9,334,396-100%$5.4B———
Franklin Resources Inc
N/A—9,093,264-9,093,264-100%$5.3B———
Nuveen, LLC
N/A—6,764,197-6,764,197-100%$3.9B———
UBS Group AG
N/A—6,154,993-6,154,993-100%$3.6B———
BNP Paribas Financial Markets
N/A—5,861,293-5,861,293-100%$3.4B———
Royal Bank of Canada
N/A—5,760,799-5,760,799-100%$3.3B———
Wells Fargo & Company
N/A—5,588,933-5,588,933-100%$3.2B———
Alliancebernstein L.P.
N/A—5,389,368-5,389,368-100%$1.1B———
Swiss National Bank
N/A—4,598,475-4,598,475-100%$2.7B———
Canada Pension Plan Investment Board
N/A—4,405,819-4,405,819-100%$2.6B———
Victory Capital Management Inc
N/A—4,325,880-4,325,880-100%$2.5B———
HSBC Holdings PLC
N/A—4,273,428-4,273,428-100%$2.5B———
SG Americas Securities, LLC
N/A—4,196,886-4,196,886-100%$2.4B———
Marshall Wace, LLP
N/A—3,898,210-3,898,210-100%$2.3B———
T. Rowe Price Investment Management, Inc.
N/A—3,836,091-3,836,091-100%$2.2B———
National Pension Service
N/A—3,600,765-3,600,765-100%$2.1B———
Jupiter Topco LLC
N/A—3,589,211-3,589,211-100%$2.1B———
Vanguard Global Advisers, LLC
N/A—3,520,635-3,520,635-100%$2.0B———
Clear Street Group Inc.
N/A—3,462,632-3,462,632-100%$2.0B———
Rafferty Asset Management, LLC
N/A—3,455,156-3,455,156-100%$2.0B———
Raymond James Financial Inc
N/A—3,451,587-3,451,587-100%$2.0B———
Vanguard Asset Management, Ltd
N/A—3,165,056-3,165,056-100%$1.8B———
California Public Employees Retirement System
N/A—3,087,134-3,087,134-100%$1.8B———
D. E. Shaw & Co., Inc.
N/A—3,082,478-3,082,478-100%$1.8B———
Ameriprise Financial Inc
N/A—3,075,557-3,075,557-100%$1.8B———
BNP Paribas Asset Management Holding S.A.
N/A—2,875,436-2,875,436-100%$1.7B———
Polar Capital Holdings Plc
N/A—2,843,290-2,843,290-100%$1.7B———
Rhumbline Advisers
N/A—2,798,589-2,798,589-100%$1.6B———
California State Teachers Retirement System
N/A—2,473,319-2,473,319-100%$1.4B———
Schroder Investment Management Group
N/A—2,471,796-2,471,796-100%$1.4B———
Nomura Asset Management International Inc.
N/A—2,395,339-2,395,339-100%$1.4B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,380,922-2,380,922-100%$1.4B———
Voya Investment Management LLC
N/A—2,325,791-2,325,791-100%$1.3B———
Massachusetts Financial Services Co
N/A—2,321,366-2,321,366-100%$1.4B———
Susquehanna International Group, LLP
N/A—1,907,158-1,907,158-100%$1.1B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,880,622-1,880,622-100%$1.1B———
American Century Companies Inc
N/A—1,869,689-1,869,689-100%$1.1B———
New York State Common Retirement Fund
N/A—1,838,597-1,838,597-100%$1.1B———
Nomura Holdings Inc
N/A—1,792,849-1,792,849-100%$1.0B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,764,039-1,764,039-100%$1.0B———
AQR Capital Management LLC
N/A—1,681,437-1,681,437-100%$936.8M———
Jane Street Group, LLC
N/A—1,626,384-1,626,384-100%$944.8M———
National Bank of Canada
N/A—1,607,891-1,607,891-100%$933.9M———
APG Asset Management N.V.
N/A—1,606,963-1,606,963-100%$816.5M———
Citadel Advisors LLC
N/A—1,599,430-1,599,430-100%$929.1M———
Canada Life Assurance Co
N/A—1,593,366-1,593,366-100%$923.2M———
Aviva PLC
N/A—1,576,451-1,576,451-100%$915.8M———
Manufacturers Life Insurance Company, the
N/A—1,575,270-1,575,270-100%$915.0M———
Natixis Advisors, LLC
N/A—1,554,391-1,554,391-100%$903.0M———
Two Sigma Investments, LP
N/A—1,515,419-1,515,419-100%$880.3M———
Whale Rock Capital Management LLC
N/A—1,509,650-1,509,650-100%$877.0M———
Jones Financial Companies Lllp
N/A—1,508,092-1,508,092-100%$787.2M———
Neuberger Berman Group LLC
N/A—1,498,054-1,498,054-100%$870.1M———
Winslow Capital Management, LLC
N/A—1,460,164-1,460,164-100%$848.2M———
Adage Capital Partners GP, L.L.C.
N/A—1,444,194-1,444,194-100%$838.9M———
Ensign Peak Advisors, Inc
N/A—1,417,494-1,417,494-100%$823.4M———
ARK Investment Management LLC
N/A—1,416,443-1,416,443-100%$822.8M———
State Board of Administration of Florida Retirement System
N/A—1,407,261-1,407,261-100%$817.5M———
Focus Partners Wealth
N/A—1,359,656-1,359,656-100%$789.8M———
TD Asset Management Inc
N/A—1,343,134-1,343,134-100%$780.2M———
Point72 Asset Management, L.P.
N/A—1,328,436-1,328,436-100%$771.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,316,311-1,316,311-100%$764.7M———
Capital World Investors
N/A—1,301,143-1,301,143-100%$755.8M———
CIBC Bancorp USA Inc.
N/A—1,294,192-1,294,192-100%$752.1M———
W1m Asset Management Ltd
N/A—1,282,430-1,282,430-100%$744.4M———
SEI Investments Co
N/A—1,280,571-1,280,571-100%$743.9M———
Prudential Financial Inc
N/A—1,276,465-1,276,465-100%$741.5M———
Toronto Dominion Bank
N/A—1,206,402-1,206,402-100%$700.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,196,192-1,196,192-100%$694.9M———
Lazard Asset Management LLC
N/A—1,195,923-1,195,923-100%$694.7M———
Holocene Advisors, LP
N/A—1,193,476-1,193,476-100%$693.3M———
Korea Investment Corp
N/A—1,156,752-1,156,752-100%$672.0M———
Tidal Investments LLC
N/A—1,155,920-1,155,920-100%$671.5M———
Cantor Fitzgerald, L. P.
N/A—1,114,253-1,114,253-100%$647.3M———
First Trust Advisors LP
N/A—1,090,409-1,090,409-100%$633.4M———
Qube Research & Technologies Ltd
N/A—1,087,155-1,087,155-100%$631.2M———
Capital Research Global Investors
N/A—1,084,575-1,084,575-100%$630.0M———
CI Investments Inc.
N/A—1,065,164-1,065,164-100%$618.8M———
Primecap Management Co
N/A—1,047,730-1,047,730-100%$608.6M———
Royal London Asset Management LTD
N/A—1,020,521-1,020,521-100%$592.8M———
Quantinno Capital Management LP
N/A—984,882-984,882-100%$572.1M———
Envestnet Asset Management Inc
N/A—976,833-976,833-100%$567.4M———
Maverick Capital LTD
N/A—976,326-976,326-100%$567.2M———
Panagora Asset Management Inc
N/A—965,681-965,681-100%$561.0M———
Public Employees Retirement Association of Colorado
N/A—959,849-959,849-100%$557.6M———
1832 Asset Management L.P.
N/A—952,660-952,660-100%$553.4M———
Dragoneer Investment Group, LLC
N/A—943,987-943,987-100%$548.4M———
HRT Financial LP
N/A—915,380-915,380-100%$531.8M———
Cetera Investment Advisers
N/A—883,200-883,200-100%$513.1M———
Axiom Investors LLC
N/A—879,325-879,325-100%$510.8M———
State of Wisconsin Investment Board
N/A—871,173-871,173-100%$506.1M———
SRS Investment Management, LLC
N/A—867,370-867,370-100%$503.9M———
Millennium Management LLC
N/A—863,984-863,984-100%$501.9M———
Storebrand Asset Management AS
N/A—861,218-861,218-100%$500.3M———
Southpoint Capital Advisors LP
N/A—850,000-850,000-100%$493.8M———
Capitolis Liquid Global Markets LLC
N/A—847,327-847,327-100%$492.2M———
Vanguard Investments Australia, Ltd.
N/A—834,305-834,305-100%$484.7M———
Nomura Asset Management Co LTD
N/A—831,728-831,728-100%$483.2M———
Renaissance Technologies LLC
N/A—829,697-829,697-100%$463.8M———
Allianz Asset Management GmbH
N/A—819,011-819,011-100%$475.8M———
Rockefeller Capital Management L.P.
N/A—804,661-804,661-100%$467.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—795,034-795,034-100%$461.8M———
Chevy Chase Trust Holdings, LLC
N/A—789,756-789,756-100%$458.8M———
Man Group plc
N/A—781,491-781,491-100%$454.0M———
CIBC World Market Inc.
N/A—767,718-767,718-100%$446.0M———
Federated Hermes, Inc.
N/A—761,241-761,241-100%$442.2M———
Quadrature Capital Ltd
N/A—757,725-757,725-100%$440.2M———
Clearbridge Investments, LLC
N/A—757,574-757,574-100%$440.1M———
Amova Asset Management Americas, Inc.
N/A—746,707-746,707-100%$433.2M———
Credit Agricole S A
N/A—734,839-734,839-100%$426.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—734,227-734,227-100%$426.5M———
KLP Kapitalforvaltning AS
N/A—699,047-699,047-100%$406.1M———
Cerity Partners LLC
N/A—698,817-698,817-100%$405.9M———
Treasurer of the State of North Carolina
N/A—692,875-692,875-100%$402.5M———
Hudson Bay Capital Management LP
N/A—685,802-685,802-100%$398.4M———
Mariner, LLC
N/A—678,695-678,695-100%$394.2M———
Tiger Global Management LLC
N/A—674,727-674,727-100%$392.0M———
Sands Capital Management, LLC
N/A—672,555-672,555-100%$390.7M———
Nissay Asset Management Corp N
N/A—643,083-643,083-100%$373.6M———
Public Employees Retirement System of Ohio
N/A—637,630-637,630-100%$370.4M———
Life Cycle Investment Partners Ltd
N/A—597,244-597,244-100%$346.9M———
Caisse de Depot ET Placement DU Quebec
N/A—587,528-587,528-100%$341.3M———
Tredje Ap-fonden
N/A—569,493-569,493-100%$330.8M———
Teacher Retirement System of Texas
N/A—567,313-567,313-100%$329.6M———
State of Tennessee, Department of Treasury
N/A—563,368-563,368-100%$327.3M———
Guggenheim Capital LLC
N/A—554,139-554,139-100%$321.9M———
Evergreen Quality Fund GP, Ltd.
N/A—546,274-546,274-100%$317.3M———
Ossiam
N/A—545,618-545,618-100%$317.0M———
Bridgewater Associates, LP
N/A—538,632-538,632-100%$312.9M———
Saturna Capital Corp
N/A—521,947-521,947-100%$250.8M———
LOS Angeles Capital Management LLC
N/A—510,231-510,231-100%$296.4M———
Artisan Partners Limited Partnership
N/A—508,327-508,327-100%$295.3M———
Balyasny Asset Management L.P.
N/A—506,708-506,708-100%$294.4M———
NewEdge Advisors, LLC
N/A—506,265-506,265-100%$294.1M———
Huntington National Bank
N/A—504,553-504,553-100%$293.1M———
Northwestern Mutual Wealth Management Co
N/A—480,509-480,509-100%$279.1M———
Resona Asset Management Co.,Ltd.
N/A—479,107-479,107-100%$274.1M———
Bank of Nova Scotia
N/A—464,664-464,664-100%$269.9M———
Caxton Associates LLP
N/A—458,936-458,936-100%$266.6M———
Fred Alger Management, LLC
N/A—452,304-452,304-100%$262.7M———
Stifel Financial Corp
N/A—444,158-444,158-100%$258.0M———
Osaic Holdings, Inc.
N/A—441,188-441,188-100%$256.3M———
MetLife Investment Management, LLC
N/A—436,872-436,872-100%$253.8M———
Zurich Insurance Group Ltd
N/A—434,374-434,374-100%$252.3M———
HighTower Advisors, LLC
N/A—428,637-428,637-100%$249.0M———
E Fund Management Co., Ltd.
N/A—427,038-427,038-100%$248.1M———
Mercer Global Advisors Inc
N/A—426,204-426,204-100%$247.6M———
DnB Asset Management AS
N/A—425,397-425,397-100%$247.1M———
Capital Fund Management S.A.
N/A—417,277-417,277-100%$242.4M———
Public Sector Pension Investment Board
N/A—416,800-416,800-100%$242.1M———
Sculptor Capital LP
N/A—409,800-409,800-100%$238.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—408,672-408,672-100%$236.0M———
Westfield Capital Management Co LP
N/A—403,081-403,081-100%$234.2M———
Nearwater Capital Markets, Ltd
N/A—388,000-388,000-100%$225.4M———
Harvest Portfolios Group Inc.
N/A—380,784-380,784-100%$221.2M———
FIL Ltd
N/A—380,469-380,469-100%$221.0M———
ING Groep NV
N/A—379,480-379,480-100%$220.4M———
Worldquant Millennium Advisors LLC
N/A—379,029-379,029-100%$220.2M———
AustralianSuper Pty Ltd
N/A—368,061-368,061-100%$213.8M———
Employees Retirement System of Texas
N/A—365,075-365,075-100%$212.1M———
Erste Asset Management GmbH
N/A—347,501-347,501-100%$133.7M———
Macquarie Group LTD
N/A—332,377-332,377-100%$193.1M———
Pacer Advisors, Inc.
N/A—331,013-331,013-100%$192.3M———
Federation des caisses Desjardins du Quebec
N/A—328,183-328,183-100%$190.6M———
AE Wealth Management LLC
N/A—325,655-325,655-100%$189.2M———
Woodline Partners LP
N/A—325,139-325,139-100%$188.9M———
Blue Sparrow, LLC
N/A—322,900-322,900-100%$187.6M———
Teachers Retirement System of the State of Kentucky
N/A—314,887-314,887-100%$182.9M———
Saudi Central Bank
N/A—314,766-314,766-100%$165.8M———
Vinva Investment Management Ltd
N/A—311,181-311,181-100%$167.9M———
Glenview Capital Management, LLC
N/A—298,410-298,410-100%$173.3M———
Mediolanum International Funds Ltd
N/A—297,342-297,342-100%$160.4M———
USS Investment Management Ltd
N/A—291,735-291,735-100%$169.3M———
QRG Capital Management, Inc.
N/A—286,441-286,441-100%$166.4M———
Independent Advisor Alliance
N/A—286,249-286,249-100%$166.3M———
Oversea-Chinese Banking Corp Ltd
N/A—275,792-275,792-100%$148.7M———
EP Wealth Advisors, LLC
N/A—274,074-274,074-100%$159.2M———
Vident Advisory, LLC
N/A—263,722-263,722-100%$153.2M———
Montanova Capital, LLC
N/A—257,240-257,240-100%$149.4M———
Vanguard Personalized Indexing Management, LLC
N/A—254,343-254,343-100%$147.8M———
Empowered Funds, LLC
N/A—251,408-251,408-100%$146.0M———
Jupiter Asset Management LTD
N/A—250,731-250,731-100%$145.7M———
Shelton Capital Management
N/A—249,821-249,821-100%$145.1M———
Utah Retirement Systems
N/A—246,968-246,968-100%$143.5M———
O'shaughnessy Asset Management, LLC
N/A—246,489-246,489-100%$143.2M———
MML Investors Services, LLC
N/A—246,426-246,426-100%$143.2M———
British Columbia Investment Management Corp
N/A—244,424-244,424-100%$142.0M———
Schonfeld Strategic Advisors LLC
N/A—243,120-243,120-100%$141.2M———
Baird Financial Group, Inc.
N/A—240,012-240,012-100%$139.4M———
Palestra Capital Management LLC
N/A—237,958-237,958-100%$138.2M———
Blair William & Co
N/A—235,214-235,214-100%$136.6M———
Varma Mutual Pension Insurance Co
N/A—230,717-230,717-100%$134.0M———
Dream Peak Capital Ltd
N/A—229,692-229,692-100%$133.4M———
Steward Partners Investment Advisory, LLC
N/A—226,806-226,806-100%$131.8M———
Pinebridge Investments LLC
N/A—224,942-224,942-100%$130.7M———
Captrust Financial Advisors
N/A—224,378-224,378-100%$130.3M———
Zacks Investment Management
N/A—224,070-224,070-100%$130.2M———
Hamilton Capital Partners Inc.
N/A—222,698-222,698-100%$129.4M———
Beacon Pointe Advisors, LLC
N/A—220,339-220,339-100%$127.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—220,170-220,170-100%$127.9M———
Voloridge Investment Management, LLC
N/A—220,000-220,000-100%$127.8M———
Harvest Fund Management Co., Ltd
N/A—217,921-217,921-100%$126.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—217,777-217,777-100%$126.5M———
Brevan Howard Capital Management LP
N/A—217,647-217,647-100%$126.4M———
Pathstone Holdings, LLC
N/A—215,311-215,311-100%$125.5M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—208,567-208,567-100%$121.2M———
Banco Santander, S.A.
N/A—203,922-203,922-100%$118.5M———
Elo Mutual Pension Insurance Co
N/A—201,675-201,675-100%$117.2M———
Arrowstreet Capital, Limited Partnership
N/A—198,184-198,184-100%$115.1M———
Appaloosa LP
N/A—197,500-197,500-100%$114.7M———
Janney Montgomery Scott LLC
N/A—196,985-196,985-100%$114.4M———
Defiance ETFs, LLC
N/A—196,385-196,385-100%$106.2M———
Atalanta Sosnoff Capital, LLC
N/A—196,072-196,072-100%$113.9M———
Andra Ap-fonden
N/A—185,688-185,688-100%$107.9M———
Penserra Capital Management LLC
N/A—184,561-184,561-100%$107.2M———
Walleye Capital LLC
N/A—183,136-183,136-100%$106.4M———
First Foundation Advisors
N/A—182,059-182,059-100%$105.8M———
Commerce Bank
N/A—176,903-176,903-100%$102.8M———
Hemenway Trust Co LLC
N/A—176,678-176,678-100%$102.6M———
Lord, Abbett & Co. LLC
N/A—173,416-173,416-100%$100.7M———
Contrarius Group Holdings Ltd
N/A—172,552-172,552-100%$100.2M———
Munro Partners
N/A—171,716-171,716-100%$99.8M———
Tairen Capital Ltd
N/A—171,100-171,100-100%$99.4M———
Kinetic Partners Management, LP
N/A—170,500-170,500-100%$99.0M———
Investment Management Corp of Ontario
N/A—167,620-167,620-100%$97.4M———
Columbus Hill Capital Management, L.P.
N/A—164,810-164,810-100%$95.7M———
Jain Global LLC
N/A—163,019-163,019-100%$94.7M———
Nishkama Capital, LLC
N/A—159,888-159,888-100%$92.9M———
Prudential PLC
N/A—157,485-157,485-100%$91.5M———
Norinchukin Bank, The
N/A—157,324-157,324-100%$91.4M———
Allstate Corp
N/A—156,785-156,785-100%$91.1M———
Value Aligned Research Advisors, LLC
N/A—155,600-155,600-100%$90.4M———
Private Advisor Group, LLC
N/A—149,062-149,062-100%$86.6M———
LGT Group Foundation
N/A—148,905-148,905-100%$86.5M———
IEQ Capital, LLC
N/A—148,069-148,069-100%$86.0M———
Kingsview Wealth Management, LLC
N/A—147,307-147,307-100%$85.6M———
NorthCoast Asset Management LLC
N/A—146,710-146,710-100%$85.2M———
Mufg Securities Emea plc
N/A—146,368-146,368-100%$85.0M———
Tudor Investment Corp ET AL
N/A—140,070-140,070-100%$81.4M———
Gendell Jeffrey L
N/A—140,000-140,000-100%$81.3M———
Groupe la Francaise
N/A—134,965-134,965-100%$78.0M———
Scotia Capital Inc.
N/A—134,039-134,039-100%$77.9M———
Gotham Asset Management, LLC
N/A—131,260-131,260-100%$76.3M———
Milford Funds LTD
N/A—126,671-126,671-100%$73.6M———
Advent International, L.P.
N/A—125,823-125,823-100%$73.1M———
M&T Bank Corp
N/A—125,128-125,128-100%$72.7M———
Ardmore Road Asset Management LP
N/A—125,000-125,000-100%$72.6M———
Mirova
N/A—124,492-124,492-100%$72.3M———
&partners
N/A—121,087-121,087-100%$70.5M———
Omers Administration Corp
N/A—120,487-120,487-100%$70.0M———
MAI Capital Management
N/A—119,373-119,373-100%$69.3M———
Castleark Management LLC
N/A—118,865-118,865-100%$69.0M———
Avala Global LP
N/A—118,500-118,500-100%$68.8M———
Verition Fund Management LLC
N/A—118,257-118,257-100%$68.7M———
Curi Capital, LLC
N/A—114,997-114,997-100%$66.8M———
Azimuth Capital Investment Management LLC
N/A—114,423-114,423-100%$66.5M———
Scge Management, L.P.
N/A—111,500-111,500-100%$64.8M———
Light Street Capital Management, LLC
N/A—109,500-109,500-100%$63.6M———
SIG Brokerage, LP
N/A—108,775-108,775-100%$63.2M———
Banque Transatlantique SA
N/A—107,932-107,932-100%$62.5M———
Kelly Lawrence W & Associates Inc
N/A—107,076-107,076-100%$62.2M———
Shannon River Fund Management LLC
N/A—105,751-105,751-100%$61.4M———
Kentucky Retirement Systems
N/A—101,669-101,669-100%$59.1M———
Flputnam Investment Management Co
N/A—101,666-101,666-100%$59.1M———
OAK Associates LTD
N/A—101,266-101,266-100%$58.8M———
Aptus Capital Advisors, LLC
N/A—100,025-100,025-100%$58.1M———
Ma Investment Partnership, LP
N/A—100,000-100,000-100%$58.1M———
Clearline Capital LP
N/A—99,931-99,931-100%$58.1M———
Equitable Holdings, Inc.
N/A—99,363-99,363-100%$57.7M———
Alta Park Capital, LP
N/A—99,017-99,017-100%$57.5M———
Daiichi Life Insurance Co., Ltd.
N/A—98,563-98,563-100%$57.3M———
CapitalatWork S.A.
N/A—98,370-98,370-100%$57.1M———
United Capital Financial Advisors, LLC
N/A—98,358-98,358-100%$57.1M———
Wedbush Fund Advisers, LLC
N/A—97,612-97,612-100%$56.7M———
Himension Capital (Singapore) Pte. Ltd.
N/A—96,568-96,568-100%$56.1M———
Aristotle Atlantic Partners, LLC
N/A—96,502-96,502-100%$56.1M———
Coatue Management LLC
N/A—95,987-95,987-100%$55.8M———
South Dakota Investment Council
N/A—95,975-95,975-100%$55.8M———
Broderick Brian C
N/A—95,574-95,574-100%$55.5M———
Dnca Finance
N/A—95,550-95,550-100%$55.5M———
Atika Capital Management LLC
N/A—95,500-95,500-100%$55.5M———
Metis Global Partners, LLC
N/A—94,750-94,750-100%$55.0M———
Ameritas Investment Partners, Inc.
N/A—94,662-94,662-100%$55.0M———
Orion Porfolio Solutions, LLC
N/A—94,607-94,607-100%$55.0M———
Walleye Trading LLC
N/A—94,112-94,112-100%$54.7M———
Maplelane Capital, LLC
N/A—94,000-94,000-100%$54.6M———
Ardsley Advisory Partners LP
N/A—93,000-93,000-100%$54.0M———
Bragg Financial Advisors, Inc
N/A—92,512-92,512-100%$53.7M———
Horizon Investments, LLC
N/A—90,163-90,163-100%$52.4M———
IQ EQ Fund Management (Ireland) Ltd
N/A—89,415-89,415-100%$51.9M———
Sassicaia Capital Advisers LLC
N/A—87,370-87,370-100%$50.8M———
CIBC Capital Markets (Europe) S.A.
N/A—85,421-85,421-100%$49.6M———
Arax Advisory Partners
N/A—85,318-85,318-100%$49.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—85,049-85,049-100%$49.4M———
EFG International AG
N/A—84,631-84,631-100%$49.2M———
Thornburg Investment Management Inc
N/A—84,425-84,425-100%$49.0M———
Integrated Wealth Concepts LLC
N/A—84,099-84,099-100%$48.9M———
Silicon Valley Capital Partners
N/A—83,054-83,054-100%$48.2M———
Capital Counsel LLC
N/A—82,797-82,797-100%$48.1M———
Bridgeway Capital Management, LLC
N/A—82,041-82,041-100%$47.7M———
Keystone Financial Group
N/A—80,206-80,206-100%$46.6M———
Waverly Advisors, LLC
N/A—79,986-79,986-100%$46.5M———
Allianz SE
N/A—79,858-79,858-100%$46.4M———
North Star Asset Management Inc
N/A—77,973-77,973-100%$45.3M———
Palisade Capital Management, LP
N/A—77,021-77,021-100%$44.7M———
Marex Group Ltd
N/A—76,529-76,529-100%$44.5M———
Advisory Services Network, LLC
N/A—75,844-75,844-100%$44.1M———
Rheos Capital Works Inc.
N/A—75,000-75,000-100%$43.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—73,749-73,749-100%$42.8M———
Insigneo Advisory Services, LLC
N/A—73,374-73,374-100%$42.6M———
Duquesne Family Office LLC
N/A—72,900-72,900-100%$42.3M———
Ithaka Group LLC
N/A—72,777-72,777-100%$42.3M———
Wealth High Governance Asset Management Ltda.
N/A—72,398-72,398-100%$42.1M———
Cresset Asset Management, LLC
N/A—71,709-71,709-100%$41.7M———
NS Partners Ltd
N/A—71,596-71,596-100%$41.6M———
Sequoia Financial Advisors, LLC
N/A—71,085-71,085-100%$41.3M———
Virtu Financial LLC
N/A—70,643-70,643-100%$41.0M———
PFG Investments, LLC
N/A—70,540-70,540-100%$41.0M———
Talos Eurisko Asset Management LP
N/A—69,200-69,200-100%$40.2M———
MidFirst Bank
N/A—68,218-68,218-100%$39.6M———
Tower Research Capital LLC (TRC)
N/A—68,098-68,098-100%$39.6M———
Osmosis Investment Management UK Ltd
N/A—67,712-67,712-100%$39.3M———
Capital Wealth Planning, LLC
N/A—67,587-67,587-100%$39.3M———
Scopus Asset Management, L.P.
N/A—67,500-67,500-100%$39.2M———
Thames Capital Management LLC
N/A—66,972-66,972-100%$38.9M———
First Manhattan Co. Llc.
N/A—66,599-66,599-100%$38.7M———
Summit Financial, LLC
N/A—66,586-66,586-100%$38.7M———
OneDigital Investment Advisors LLC
N/A—66,510-66,510-100%$38.6M———
Gabelli Funds LLC
N/A—66,473-66,473-100%$38.6M———
State Farm Mutual Automobile Insurance Co
N/A—66,102-66,102-100%$38.4M———
Callan Family Office, LLC
N/A—65,046-65,046-100%$37.8M———
Stratos Wealth Partners, Ltd.
N/A—64,107-64,107-100%$37.2M———
Berkshire Capital Holdings Inc
N/A—63,650-63,650-100%$37.0M———
Clark Capital Management Group, Inc.
N/A—63,603-63,603-100%$36.9M———
Purpose Unlimited Inc.
N/A—63,030-63,030-100%$36.6M———
Knollwood Investment Advisory, LLC
N/A—62,522-62,522-100%$36.3M———
Stonebridge Capital Advisors LLC
N/A—61,611-61,611-100%$35.8M———
Capstone Investment Advisors, LLC
N/A—60,963-60,963-100%$35.4M———
CCM Investment Advisers LLC
N/A—60,818-60,818-100%$35.3M———
World Investment Advisors
N/A—60,608-60,608-100%$13.1M———
Epoch Investment Partners, Inc.
N/A—60,185-60,185-100%$35.0M———
Tiaa Wealth Investment Management LLC
N/A—59,379-59,379-100%$34.5M———
Systematic Alpha Investments, LLC
N/A—58,823-58,823-100%$34.2M———
HMI Capital Management, L.P.
N/A—58,800-58,800-100%$34.2M———
Trexquant Investment LP
N/A—58,510-58,510-100%$34.0M———
Vestmark Advisory Solutions, Inc.
N/A—58,314-58,314-100%$33.9M———
Glenmede Trust Co NA
N/A—58,056-58,056-100%$33.7M———
Snowden Capital Advisors LLC
N/A—57,726-57,726-100%$33.5M———
BNP Paribas
N/A—57,711-57,711-100%$33.4M———
CSM Advisors, LLC
N/A—57,607-57,607-100%$33.5M———
Global Retirement Partners, LLC
N/A—56,702-56,702-100%$32.9M———
Pinnacle Financial Partners, Inc.
N/A—56,328-56,328-100%$32.7M———
Empirical Finance, LLC
N/A—55,978-55,978-100%$32.5M———
Advisors Capital Management, LLC
N/A—55,967-55,967-100%$32.5M———
First National Bank of Omaha
N/A—54,977-54,977-100%$31.0M———
LGT Fund Management Co Ltd.
N/A—54,247-54,247-100%$31.5M———
Carroll Investors, Inc
N/A—53,841-53,841-100%$31.2M———
Fortis Capital Management LLC
N/A—53,754-53,754-100%$31.2M———
Keystone Investors PTE LTD
N/A—53,442-53,442-100%$31.0M———
Mane Global Capital Management LP
N/A—53,364-53,364-100%$31.0M———
Siemens Fonds Invest GmbH
N/A—53,299-53,299-100%$31.0M———
Summit Trail Advisors, LLC
N/A—52,964-52,964-100%$30.8M———
Peak6 LLC
N/A—52,765-52,765-100%$30.7M———
Northwestern Mutual Investment Management Company, LLC
N/A—52,280-52,280-100%$30.4M———
Soros Capital Management LLC
N/A—52,015-52,015-100%$30.2M———
Brown Brothers Harriman & Co
N/A—51,834-51,834-100%$30.1M———
Osborne Partners Capital Management, LLC
N/A—51,791-51,791-100%$30.1M———
Engineers Gate Manager LP
N/A—51,157-51,157-100%$29.7M———
Somerville Kurt F
N/A—50,863-50,863-100%$29.5M———
Soros Fund Management LLC
N/A—50,757-50,757-100%$29.5M———
Bluefin Capital Management, LLC
N/A—50,750-50,750-100%$29.5M———
Longitude (Cayman) Ltd.
N/A—50,000-50,000-100%$29.0M———
Bleakley Financial Group, LLC
N/A—49,428-49,428-100%$28.7M———
VAN Lanschot Kempen Investment Management N.V.
N/A—49,246-49,246-100%$28.6M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—49,188-49,188-100%$28.6M———
Mufg Securities Americas Inc.
N/A—49,111-49,111-100%$28.5M———
Kidder Stephen W
N/A—48,845-48,845-100%$28.4M———
Rokos Capital Management LLP
N/A—48,651-48,651-100%$28.2M———
Intesa Sanpaolo S.p.A.
N/A—48,518-48,518-100%$28.2M———
Puzo Michael J
N/A—48,290-48,290-100%$28.1M———
Sfmg, LLC
N/A—47,675-47,675-100%$27.7M———
Mutual Advisors, LLC
N/A—47,669-47,669-100%$27.7M———
Impax Asset Management Group plc
N/A—47,448-47,448-100%$27.6M———
Melqart Asset Management (UK) Ltd
N/A—46,971-46,971-100%$27.3M———
Benjamin Edwards Inc
N/A—46,306-46,306-100%$26.9M———
Blackstone Inc.
N/A—46,000-46,000-100%$26.7M———
Proem Advisors LLC
N/A—45,226-45,226-100%$26.3M———
Sirios Capital Management L P
N/A—44,860-44,860-100%$26.1M———
Intellus Advisors LLC
N/A—44,433-44,433-100%$25.8M———
Moore Capital Management, LP
N/A—44,252-44,252-100%$25.7M———
Caprock Group, LLC
N/A—44,144-44,144-100%$25.6M———
Bluespring Wealth Management, LLC
N/A—43,874-43,874-100%$25.5M———
Caisse DES Depots ET Consignations
N/A—43,514-43,514-100%$25.3M———
SummitTX Capital, L.P.
N/A—42,959-42,959-100%$25.0M———
New Age Alpha Advisors, LLC
N/A—42,397-42,397-100%$24.6M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—42,191-42,191-100%$24.5M———
Sienna Gestion
N/A—41,833-41,833-100%$22.8M———
Arkadios Wealth Advisors
N/A—41,382-41,382-100%$24.0M———
Voleon Capital Management LP
N/A—41,290-41,290-100%$24.0M———
Dakota Wealth Management
N/A—41,206-41,206-100%$23.9M———
Crewe Advisors LLC
N/A—40,172-40,172-100%$23.3M———
TCW Group Inc
N/A—39,918-39,918-100%$23.2M———
Cooper Creek Partners Management LLC
N/A—39,846-39,846-100%$23.1M———
Centaurus Financial, Inc.
N/A—39,597-39,597-100%$23.0M———
Wahed Invest LLC
N/A—38,710-38,710-100%$22.5M———
ExodusPoint Capital Management, LP
N/A—38,338-38,338-100%$22.3M———
Ballentine Partners, LLC
N/A—38,191-38,191-100%$22.2M———
Rothschild Investment LLC
N/A—37,165-37,165-100%$21.6M———
X-Square Capital, LLC
N/A—36,872-36,872-100%$21.4M———
Edmond de Rothschild Holding S.A.
N/A—36,402-36,402-100%$21.1M———
Meeder Advisory Services, Inc.
N/A—36,159-36,159-100%$21.0M———
Maven Securities LTD
N/A—35,185-35,185-100%$20.5M———
Delaney Dennis R
N/A—35,130-35,130-100%$20.4M———
KR Capital LP
N/A—35,043-35,043-100%$20.4M———
Ameritas Advisory Services, LLC
N/A—35,039-35,039-100%$20.4M———
Venturi Wealth Management, LLC
N/A—34,664-34,664-100%$20.1M———
Boothbay Fund Management, LLC
N/A—34,512-34,512-100%$20.0M———
F/m Investments LLC
N/A—34,416-34,416-100%$20.0M———
Vestcor Inc
N/A—34,387-34,387-100%$20.0M———
IAT Reinsurance Co Ltd.
N/A—33,936-33,936-100%$19.7M———
Principal Securities, Inc.
N/A—33,699-33,699-100%$19.6M———
Polymer Capital Management (HK) LTD
N/A—33,629-33,629-100%$19.5M———
Hidden Lake Asset Management LP
N/A—33,594-33,594-100%$19.5M———
Westpac Banking Corp
N/A—33,512-33,512-100%$19.5M———
SIH Partners, Lllp
N/A—32,963-32,963-100%$19.1M———
Benchstone Capital Management LP
N/A—32,906-32,906-100%$19.1M———
Advisors Asset Management, Inc.
N/A—31,722-31,722-100%$18.4M———
Delta Global Management LP
N/A—31,548-31,548-100%$18.3M———
Brown Advisory Inc
N/A—31,383-31,383-100%$18.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—31,267-31,267-100%$18.2M———
BW Gestao de Investimentos Ltda.
N/A—31,052-31,052-100%$18.0M———
Stephens Inc
N/A—31,039-31,039-100%$18.1M———
Sphera Management Technology Funds Ltd
N/A—30,810-30,810-100%$17.9M———
GTS Securities LLC
N/A—30,726-30,726-100%$17.8M———
GW&K Investment Management, LLC
N/A—30,474-30,474-100%$17.7M———
Elefante Mark B
N/A—29,694-29,694-100%$17.2M———
Avalon Trust Co
N/A—28,786-28,786-100%$16.7M———
KKM Financial LLC
N/A—28,284-28,284-100%$13.6M———
Empower Advisory Group, LLC
N/A—28,007-28,007-100%$16.3M———
Catalyst Funds Management Pty Ltd
N/A—27,800-27,800-100%$16.1M———
Cunning Capital Partners, LP
N/A—27,750-27,750-100%$16.1M———
Wealth High Governance Capital Ltda
N/A—27,602-27,602-100%$16.0M———
Fora Capital, LLC
N/A—27,596-27,596-100%$16.0M———
CreativeOne Wealth, LLC
N/A—27,494-27,494-100%$16.0M———
Arvest Bank Trust Division
N/A—27,276-27,276-100%$15.8M———
Cvfg LLC
N/A—27,119-27,119-100%$15.8M———
Meridian Wealth Advisors, LLC
N/A—26,968-26,968-100%$15.7M———
IHT Wealth Management, LLC
N/A—26,781-26,781-100%$15.6M———
Dorsey & Whitney Trust Co LLC
N/A—26,745-26,745-100%$15.5M———
Savvy Advisors, Inc.
N/A—26,563-26,563-100%$15.4M———
Eventide Asset Management, LLC
N/A—26,328-26,328-100%$15.0M———
Gladstone Institutional Advisory LLC
N/A—26,203-26,203-100%$15.2M———
Composition Wealth, LLC
N/A—26,180-26,180-100%$15.2M———
Foundations Investment Advisors, LLC
N/A—26,029-26,029-100%$15.1M———
Maytus Capital Management, LLC
N/A—26,000-26,000-100%$15.1M———
LRI Investments, LLC
N/A—25,820-25,820-100%$2.0M———
Ausdal Financial Partners, Inc.
N/A—25,705-25,705-100%$14.9M———
Syon Capital LLC
N/A—25,657-25,657-100%$14.9M———
Baader Bank Aktiengesellschaft
N/A—25,463-25,463-100%$14.8M———
Twin Capital Management Inc
N/A—25,415-25,415-100%$14.8M———
Wealthspire Advisors, LLC
N/A—25,311-25,311-100%$14.7M———
Frec Markets, Inc.
N/A—25,294-25,294-100%$14.7M———
Mason & Associates Inc
N/A—24,403-24,403-100%$14.2M———
Smartleaf Asset Management LLC
N/A—24,103-24,103-100%$13.0M———
Rathbones Group PLC
N/A—24,035-24,035-100%$14.0M———
Silvercrest Asset Management Group LLC
N/A—24,032-24,032-100%$14.0M———
Peregrine Investment Management Inc
N/A—24,000-24,000-100%$13.9M———
Bay Rivers Group
N/A—23,763-23,763-100%$13.8M———
Wisconsin Capital Management LLC
N/A—23,637-23,637-100%$13.7M———
Ratan Capital Management LP
N/A—23,604-23,604-100%$13.7M———
Kovack Advisors, Inc.
N/A—23,540-23,540-100%$13.2M———
Focus Partners Advisor Solutions, LLC
N/A—23,285-23,285-100%$13.5M———
Headlands Technologies LLC
N/A—23,179-23,179-100%$13.5M———
Henson-Edgewater Management, LLC
N/A—22,919-22,919-100%$11.1M———
Nicolet Bankshares Inc
N/A—22,815-22,815-100%$12.9M———
Howard Hughes Medical Institute
N/A—22,624-22,624-100%$13.1M———
Conscious Wealth Investments, LLC
N/A—22,615-22,615-100%$12.3M———
Bradley Foster & Sargent Inc
N/A—22,609-22,609-100%$13.1M———
Envestnet Portfolio Solutions, Inc.
N/A—22,580-22,580-100%$13.1M———
Seaview Investment Managers LLC
N/A—21,945-21,945-100%$12.7M———
Totem Point Management, LLC
N/A—21,892-21,892-100%$12.7M———
Meeder Asset Management Inc
N/A—21,301-21,301-100%$12.4M———
Fidelis Capital Partners, LLC
N/A—21,165-21,165-100%$12.3M———
Peapack Gladstone Financial Corp
N/A—21,127-21,127-100%$12.3M———
Notis-McConarty Edward
N/A—21,007-21,007-100%$12.2M———
NewEdge Wealth, LLC
N/A—20,907-20,907-100%$12.1M———
Stonebridge Financial Group, LLC
N/A—20,850-20,850-100%$12.1M———
Waterloo Capital, L.P.
N/A—20,700-20,700-100%$12.0M———
Insight Holdings Group, LLC
N/A—20,370-20,370-100%$11.8M———
WCG Wealth Advisors LLC
N/A—20,333-20,333-100%$11.8M———
Step Capital Management Pte. Ltd.
N/A—20,000-20,000-100%$11.6M———
Whittier Trust Co
N/A—19,868-19,868-100%$11.0M———
IMA Advisory Services, Inc.
N/A—19,824-19,824-100%$11.5M———
Core Alternative Capital
N/A—19,462-19,462-100%$11.3M———
Fremen Capital Management LP
N/A—19,393-19,393-100%$11.3M———
Field & Main Bank
N/A—19,373-19,373-100%$11.3M———
DJE Kapital AG
N/A—19,301-19,301-100%$10.5M———
Naviter Wealth, LLC
N/A—19,100-19,100-100%$11.1M———
Groupama Asset Managment
N/A—18,938-18,938-100%$10.4M———
Hilltop Holdings Inc.
N/A—18,854-18,854-100%$11.0M———
Fayez Sarofim & Co
N/A—18,826-18,826-100%$10.9M———
Sumitomo Life Insurance Co
N/A—18,804-18,804-100%$10.9M———
Freestone Grove Partners LP
N/A—18,647-18,647-100%$10.8M———
NorthRock Partners, LLC
N/A—18,583-18,583-100%$10.8M———
Reyl & Cie S.A.
N/A—18,491-18,491-100%$3.8M———
Denali Advisors LLC
N/A—18,468-18,468-100%$10.7M———
Onex Canada Asset Management Inc.
N/A—18,459-18,459-100%$10.7M———
Moneta Group Investment Advisors LLC
N/A—18,254-18,254-100%$10.6M———
Dempze Nancy E
N/A—18,251-18,251-100%$10.6M———
Centric Wealth Management
N/A—18,116-18,116-100%$6.2M———
Black Swift Group, LLC
N/A—17,875-17,875-100%$10.4M———
Lagoda Investment Management, L.P.
N/A—17,825-17,825-100%$10.4M———
Performance Wealth Partners, LLC
N/A—17,670-17,670-100%$10.3M———
Jasper Ridge Partners, L.P.
N/A—17,500-17,500-100%$10.2M———
Meiji Yasuda Asset Management Co Ltd.
N/A—17,257-17,257-100%$10.0M———
Oribel Capital Management, LP
N/A—17,000-17,000-100%$9.9M———
Ostrum Asset Management
N/A—16,826-16,826-100%$9.8M———
Game Creek Capital, LP
N/A—16,315-16,315-100%$9.5M———
Palumbo Wealth Management LLC
N/A—16,315-16,315-100%$9.5M———
Modern Wealth Management, LLC
N/A—16,163-16,163-100%$9.4M———
ABN Amro Bank N.V.
N/A—16,079-16,079-100%$9.2M———
KP Management LLC
N/A—16,000-16,000-100%$9.3M———
Wilmar Advisors LLC
N/A—16,000-16,000-100%$9.3M———
BFC Planning, Inc.
N/A—15,824-15,824-100%$9.2M———
Intellectus Partners, LLC
N/A—15,823-15,823-100%$9.2M———
Capital International Sarl
N/A—15,792-15,792-100%$9.2M———
First American Trust, FSB
N/A—15,785-15,785-100%$9.2M———
Two Sigma Securities, LLC
N/A—15,767-15,767-100%$9.2M———
Camarda Financial Advisors, LLC
N/A—15,729-15,729-100%$9.1M———
Trivium Point Advisory, LLC
N/A—15,647-15,647-100%$9.1M———
Quest Investment Management LLC
N/A—15,645-15,645-100%$9.1M———
Sonoma Allocations LLC
N/A—15,331-15,331-100%$8.5M———
Spartan Wealth Advisory Services LLC
N/A—15,245-15,245-100%$8.9M———
Gamco Investors, Inc. ET AL
N/A—15,223-15,223-100%$8.8M———
First National Advisers, LLC
N/A—15,149-15,149-100%$8.8M———
Arini Capital Management Ltd
N/A—15,000-15,000-100%$8.7M———
Long Corridor Asset Management Ltd
N/A—15,000-15,000-100%$8.7M———
Acorns Advisers, LLC
N/A—14,921-14,921-100%$8.7M———
Algert Global LLC
N/A—14,916-14,916-100%$8.7M———
Avenir Tech Ltd
N/A—14,838-14,838-100%$8.6M———
Qtron Investments LLC
N/A—14,664-14,664-100%$8.5M———
CacheTech Inc.
N/A—14,534-14,534-100%$8.4M———
Optimize Financial Inc.
N/A—14,513-14,513-100%$8.4M———
Sound Capital Solutions LLC
N/A—14,513-14,513-100%$8.4M———
Fiduciary Trust Co
N/A—14,292-14,292-100%$8.3M———
ArrowMark Colorado Holdings LLC
N/A—14,200-14,200-100%$8.2M———
RiverFront Investment Group, LLC
N/A—14,026-14,026-100%$8.1M———
Circle Wealth Management, LLC
N/A—13,978-13,978-100%$8.1M———
RNC Capital Management LLC
N/A—13,933-13,933-100%$8.1M———
CCG Wealth Management, LLC
N/A—13,796-13,796-100%$8.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—13,750-13,750-100%$8.0M———
J. Goldman & Co LP
N/A—13,731-13,731-100%$8.0M———
Destination Wealth Management
N/A—13,609-13,609-100%$7.9M———
Marsico Capital Management LLC
N/A—13,481-13,481-100%$7.8M———
Garden State Investment Advisory Services LLC
N/A—13,455-13,455-100%$7.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,430-13,430-100%$7.8M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—13,262-13,262-100%$7.7M———
Copos Capital B.V.
N/A—13,225-13,225-100%$7.7M———
Northstar Asset Management Inc
N/A—13,172-13,172-100%$7.7M———
Capital Advisors Inc
N/A—13,141-13,141-100%$7.6M———
Alight Capital Management LP
N/A—13,000-13,000-100%$7.6M———
Diker Management LLC
N/A—13,000-13,000-100%$7.6M———
Navellier & Associates Inc
N/A—12,960-12,960-100%$7.5M———
Jaffetilchin Investment Partners, LLC
N/A—12,911-12,911-100%$7.5M———
IAM Advisory, LLC
N/A—12,848-12,848-100%$7.5M———
Commerzbank Aktiengesellschaft
N/A—12,822-12,822-100%$7.4M———
BTC Capital Management, Inc.
N/A—12,777-12,777-100%$7.4M———
Apriem Advisors
N/A—12,686-12,686-100%$7.4M———
Cary Street Partners Financial LLC
N/A—12,634-12,634-100%$7.3M———
Legend Capital Advisors LLC
N/A—12,533-12,533-100%$7.3M———
Rehmann Capital Advisory Group
N/A—12,346-12,346-100%$7.2M———
Bartlett & Co. Wealth Management LLC
N/A—12,346-12,346-100%$7.2M———
Townsquare Capital LLC
N/A—12,293-12,293-100%$7.1M———
Bamco Inc
N/A—12,293-12,293-100%$7.1M———
Hillsdale Investment Management Inc.
N/A—12,240-12,240-100%$7.1M———
Strategic Wealth Partners, Ltd.
N/A—12,191-12,191-100%$7.1M———
Connective Capital Management, LLC
N/A—12,189-12,189-100%$7.1M———
Matters Capital LLC
N/A—12,076-12,076-100%$7.0M———
Stevens Capital Management LP
N/A—12,069-12,069-100%$7.0M———
Edgewood Management LLC
N/A—12,027-12,027-100%$7.0M———
Monetary Management Group Inc
N/A—11,765-11,765-100%$6.8M———
Aft, Forsyth & Sober, LLC
N/A—11,700-11,700-100%$2.4M———
Science & Technology Partners, L.P.
N/A—11,657-11,657-100%$6.8M———
Havemeyer Place LP
N/A—11,548-11,548-100%$6.7M———
FourThought Financial Partners, LLC
N/A—11,368-11,368-100%$6.6M———
Meiji Yasuda Life Insurance Co
N/A—11,290-11,290-100%$6.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—11,161-11,161-100%$6.5M———
Laffer Tengler Investments, Inc.
N/A—11,151-11,151-100%$6.5M———
Proficio Capital Partners LLC
N/A—11,103-11,103-100%$6.4M———
Beacon Investment Advisors LLC
N/A—10,881-10,881-100%$6.3M———
Vega Investment Solutions
N/A—10,870-10,870-100%$6.3M———
Holderness Investments Co
N/A—10,857-10,857-100%$6.3M———
Oasis Management Co Ltd.A
N/A—10,800-10,800-100%$6.3M———
Coppell Advisory Solutions LLC
N/A—10,783-10,783-100%$117.4K———
Maridea Wealth Management LLC
N/A—10,736-10,736-100%$6.2M———
Whittier Trust Co of Nevada Inc
N/A—10,693-10,693-100%$5.5M———
Adams Wealth Management
N/A—10,658-10,658-100%$6.2M———
Hollencrest Capital Management
N/A—10,642-10,642-100%$6.2M———
Night Squared LP
N/A—10,634-10,634-100%$6.2M———
PCM Encore, LLC
N/A—10,628-10,628-100%$6.2M———
Hudson Value Partners, LLC
N/A—10,591-10,591-100%$6.2M———
Quotient Wealth Partners, LLC
N/A—10,581-10,581-100%$6.1M———
Truvestments Capital LLC
N/A—10,418-10,418-100%$6.1M———
Militia Capital Management LLC
N/A—10,341-10,341-100%$6.0M———
American Alpha Advisors, LLC
N/A—10,321-10,321-100%$6.0M———
Next Century Growth Investors LLC
N/A—10,218-10,218-100%$5.9M———
Founders Financial Alliance, LLC
N/A—10,190-10,190-100%$5.9M———
Peak Retirement Planning, Inc.
N/A—10,172-10,172-100%$5.9M———
Hancock Whitney Corp
N/A—10,135-10,135-100%$5.9M———
Pure Financial Advisors, LLC
N/A—10,091-10,091-100%$5.9M———
Telligent Fund, LP
N/A—10,000-10,000-100%$5.8M———
Fairbanks Capital Management, Inc.
N/A—10,000-10,000-100%$5.8M———
RWA Wealth Partners, LLC
N/A—9,943-9,943-100%$5.8M———
Intrust Bank NA
N/A—9,923-9,923-100%$5.8M———
Perennial Investment Advisors, LLC
N/A—9,808-9,808-100%$5.7M———
Tocqueville Asset Management L.P.
N/A—9,798-9,798-100%$5.7M———
Stamos Capital Partners, L.P.
N/A—9,797-9,797-100%$5.7M———
SageView Advisory Group, LLC
N/A—9,794-9,794-100%$5.7M———
Hills Bank & Trust Co
N/A—9,736-9,736-100%$5.7M———
Main Management ETF Advisors, LLC
N/A—9,708-9,708-100%$5.6M———
Marshall Financial Group, LLC
N/A—9,598-9,598-100%$5.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—9,588-9,588-100%$5.6M———
Seascape Capital Management
N/A—9,526-9,526-100%$5.5M———
L2 Asset Management, LLC
N/A—9,511-9,511-100%$5.5M———
Intrepid Financial Planning Group LLC
N/A—9,497-9,497-100%$5.5M———
Prosperity Consulting Group, LLC
N/A—9,466-9,466-100%$5.5M———
Coastal Bridge Advisors, LLC
N/A—9,352-9,352-100%$5.4M———
Douglass Winthrop Advisors, LLC
N/A—9,337-9,337-100%$5.4M———
Checchi Capital Advisers, LLC
N/A—9,336-9,336-100%$5.4M———
Dynasty Wealth Management, LLC
N/A—9,196-9,196-100%$5.3M———
Seeds Investor LLC
N/A—9,181-9,181-100%$5.3M———
Guardian Capital LP
N/A—9,181-9,181-100%$5.3M———
Johnson Investment Counsel Inc
N/A—9,110-9,110-100%$5.3M———
Fourth Dimension Wealth, LLC
N/A—9,035-9,035-100%$5.2M———
Innovative Asset Advisors Group, LLC
N/A—8,940-8,940-100%$5.2M———
L & S Advisors Inc
N/A—8,888-8,888-100%$5.2M———
OneAscent Financial Services LLC
N/A—8,863-8,863-100%$5.1M———
Polymer Capital Management (US) LLC
N/A—8,821-8,821-100%$5.1M———
Regal Investment Advisors LLC
N/A—8,812-8,812-100%$5.1M———
Occudo Quantitative Strategies LP
N/A—8,812-8,812-100%$5.1M———
Edgestream Partners, L.P.
N/A—8,762-8,762-100%$5.1M———
Sound View Wealth Advisors Group, LLC
N/A—8,749-8,749-100%$5.1M———
CIM Investment Management Inc
N/A—8,740-8,740-100%$5.1M———
Heartland Bank & Trust Co
N/A—8,732-8,732-100%$5.1M———
Clare Market Investments LLC
N/A—8,720-8,720-100%$5.1M———
Operose Advisors LLC
N/A—8,637-8,637-100%$5.0M———
BTG Pactual Asset Management US LLC
N/A—8,632-8,632-100%$5.0M———
Barrier Capital Management, LLC
N/A—8,568-8,568-100%$5.0M———
Quantbot Technologies LP
N/A—8,564-8,564-100%$5.0M———
Monetta Financial Services Inc
N/A—8,500-8,500-100%$4.9M———
Mcguire Capital Advisors Inc
N/A—8,493-8,493-100%$4.9M———
Allred Capital Management, LLC
N/A—8,197-8,197-100%$4.8M———
Howe & Rusling Inc
N/A—8,139-8,139-100%$4.7M———
Loomis Sayles & Co L P
N/A—8,079-8,079-100%$4.7M———
Aventura Private Wealth, LLC
N/A—8,026-8,026-100%$4.7M———
Transcend Capital Advisors, LLC
N/A—8,006-8,006-100%$4.7M———
Elm Partners Management LLC
N/A—7,857-7,857-100%$4.6M———
Discovery Capital Management, LLC / CT
N/A—7,817-7,817-100%$4.5M———
Sargent Investment Group, LLC
N/A—7,775-7,775-100%$4.5M———
Karani Asset Management LLC
N/A—7,755-7,755-100%$4.5M———
Xcelsior Advisor Partners LLC
N/A—7,709-7,709-100%$4.5M———
NCM Capital Management, LLC
N/A—7,682-7,682-100%$4.5M———
Mokan Wealth Management Inc.
N/A—7,677-7,677-100%$4.5M———
SBI Okasan Asset Management Co.Ltd.
N/A—7,646-7,646-100%$4.1M———
Ai-Squared Management Ltd
N/A—7,600-7,600-100%$4.4M———
Continuum Advisory, LLC
N/A—7,571-7,571-100%$4.4M———
Stock Yards Bank & Trust Co
N/A—7,560-7,560-100%$4.4M———
Intrepid Capital Management Inc
N/A—7,521-7,521-100%$4.4M———
Guardian Wealth Advisors, LLC / NC
N/A—7,516-7,516-100%$4.4M———
Quinn Opportunity Partners LLC
N/A—7,500-7,500-100%$4.4M———
Capital International, Inc.
N/A—7,431-7,431-100%$4.3M———
Systematic Financial Management LP
N/A—7,410-7,410-100%$4.3M———
Novare Capital Management LLC
N/A—7,350-7,350-100%$4.3M———
Banco BTG Pactual S.A.
N/A—7,346-7,346-100%$4.3M———
Lavaca Capital LLC
N/A—7,332-7,332-100%$4.3M———
MA Private Wealth
N/A—7,226-7,226-100%$4.2M———
Platinum Investment Management LTD
N/A—7,210-7,210-100%$4.2M———
Anchor Investment Management, LLC
N/A—7,202-7,202-100%$4.2M———
Cladis Investment Advisory, LLC
N/A—7,055-7,055-100%$4.1M———
SageGuard Financial Group, LLC
N/A—7,053-7,053-100%$4.1M———
Tulsa Wealth Advisors, Inc
N/A—7,040-7,040-100%$4.1M———
QVT Financial LP
N/A—6,988-6,988-100%$4.1M———
Strait & Sound Wealth Management LLC
N/A—6,948-6,948-100%$4.0M———
Ancora Advisors LLCA
N/A—6,913-6,913-100%$4.0M———
D L Carlson Investment Group Inc
N/A—6,904-6,904-100%$4.0M———
Ameriflex Group, Inc.
N/A—6,894-6,894-100%$4.0M———
GeoWealth Management, LLC
N/A—6,879-6,879-100%$4.0M———
PeakShares LLC
N/A—6,864-6,864-100%$4.0M———
Atlantic Union Bankshares Corp
N/A—6,842-6,842-100%$4.0M———
Essex Financial Services, Inc.
N/A—6,823-6,823-100%$4.0M———
Stratos Investment Management, LLC
N/A—6,820-6,820-100%$4.0M———
Capital International LTD
N/A—6,792-6,792-100%$3.9M———
Empire Financial Management Company, LLC
N/A—6,788-6,788-100%$3.9M———
Prelude Capital Management, LLC
N/A—6,776-6,776-100%$3.9M———
Evolve Private Wealth, LLC
N/A—6,762-6,762-100%$3.9M———
Per Stirling Capital Management, Llc.
N/A—6,738-6,738-100%$3.9M———
Watchtower Advisors, LP
N/A—6,666-6,666-100%$3.9M———
Earnest Partners LLC
N/A—6,656-6,656-100%$3.9M———
Van Hulzen Asset Management, LLC
N/A—6,654-6,654-100%$3.9M———
Forty-three Eighteen Advisors, LLC
N/A—6,620-6,620-100%$3.8M———
Fukoku Mutual Life Insurance Co
N/A—6,590-6,590-100%$3.8M———
DRW Securities, LLC
N/A—6,547-6,547-100%$3.8M———
SCS Capital Management LLC
N/A—6,520-6,520-100%$3.8M———
Altrafin AG
N/A—6,510-6,510-100%$3.8M———
Bridgewater Advisors Inc.
N/A—6,485-6,485-100%$3.1M———
Tradition Wealth Management, LLC
N/A—6,478-6,478-100%$3.8M———
Fort Sheridan Advisors LLC
N/A—6,433-6,433-100%$3.7M———
Forefront Wealth Partners, LLC
N/A—6,417-6,417-100%$3.7M———
17 Capital Partners, LLC
N/A—6,404-6,404-100%$3.7M———
Advisory Alpha, LLC
N/A—6,365-6,365-100%$3.7M———
Conway Capital Management, Inc.
N/A—6,355-6,355-100%$3.7M———
Abbot Financial Management, Inc.
N/A—6,350-6,350-100%$3.7M———
Choate Investment Advisors
N/A—6,311-6,311-100%$3.7M———
Itau Unibanco Holding S.A.
N/A—6,279-6,279-100%$3.6M———
Integrated Quantitative Investments LLC
N/A—6,212-6,212-100%$3.6M———
Ramirez Asset Management, Inc.
N/A—6,164-6,164-100%$3.6M———
Octavia Wealth Advisors, LLC
N/A—6,148-6,148-100%$3.6M———
Stratos Wealth Advisors, LLC
N/A—6,132-6,132-100%$3.6M———
Evercore Wealth Management, LLC
N/A—6,117-6,117-100%$3.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—6,057-6,057-100%$3.5M———
Blue Chip Partners, LLC
N/A—6,053-6,053-100%$3.5M———
Private Wealth Asset Management, LLC
N/A—6,050-6,050-100%$3.5M———
Pasadena Private Wealth, LLC
N/A—6,039-6,039-100%$3.5M———
Encore Global Management, LP
N/A—6,000-6,000-100%$3.5M———
Fairfield, Bush & Co.
N/A—5,977-5,977-100%$3.5M———
Range Advisory, LLC
N/A—5,954-5,954-100%$3.5M———
Cambient Family Office, LLC
N/A—5,949-5,949-100%$3.5M———
1ST Source Bank
N/A—5,944-5,944-100%$3.5M———
Sagewood Asset Management LP
N/A—5,920-5,920-100%$3.4M———
Old North State Trust, LLC
N/A—5,871-5,871-100%$3.4M———
Highview Capital Management LLC
N/A—5,863-5,863-100%$3.4M———
Omnia Family Wealth, LLC
N/A—5,862-5,862-100%$3.4M———
Liberty Wealth Management LLC
N/A—5,817-5,817-100%$1.2M———
Cambria Investment Management, L.P.
N/A—5,811-5,811-100%$3.4M———
Basecamp Wealth Advisors LLC
N/A—5,778-5,778-100%$3.4M———
Northwest & Ethical Investments L.P.
N/A—5,763-5,763-100%$3.3M———
Orion Capital Management LLC
N/A—5,726-5,726-100%$3.3M———
Symmetry Investments LP
N/A—5,700-5,700-100%$3.3M———
First National Bank of Hutchinson
N/A—5,639-5,639-100%$3.3M———
Bank Hapoalim BM
N/A—5,609-5,609-100%$3.3M———
Hershey Financial Advisers, LLC
N/A—5,602-5,602-100%$3.3M———
Ceeto Capital Group, LLC
N/A—5,600-5,600-100%$3.3M———
Vanguard National Trust Co
N/A—5,594-5,594-100%$3.2M———
MainStreet Investment Advisors LLC
N/A—5,582-5,582-100%$3.2M———
US Asset Management LLC
N/A—5,569-5,569-100%$3.2M———
LaSalle St. Investment Advisors, LLC
N/A—5,567-5,567-100%$3.2M———
Doheny Asset Management
N/A—5,558-5,558-100%$3.2M———
Strategies Wealth Advisors, LLC
N/A—5,552-5,552-100%$3.2M———
Fact Capital, LP
N/A—5,552-5,552-100%$3.2M———
Farringdon Capital, Ltd.
N/A—5,545-5,545-100%$3.2M———
Williamson Legacy Group, LLC
N/A—5,538-5,538-100%$3.2M———
All Terrain Financial Advisors, LLC
N/A—5,534-5,534-100%$3.2M———
Swan Global Investments, LLC
N/A—5,517-5,517-100%$3.2M———
Ethos Financial Group, LLC
N/A—5,463-5,463-100%$2.3M———
Roundview Capital LLC
N/A—5,440-5,440-100%$3.2M———
Kiley Juergens Wealth Management, LLC
N/A—5,438-5,438-100%$3.2M———
Aureus Asset Management, LLC
N/A—5,412-5,412-100%$3.1M———
Virtus Investment Advisers, LLC
N/A—5,385-5,385-100%$3.1M———
JT Stratford LLC
N/A—5,378-5,378-100%$3.1M———
Mayflower Financial Advisors, LLC
N/A—5,376-5,376-100%$3.1M———
Lansing Street Advisors
N/A—5,334-5,334-100%$3.1M———
Trivant Custom Portfolio Group, LLC
N/A—5,292-5,292-100%$3.1M———
Bank of Marin
N/A—5,266-5,266-100%$3.1M———
Keel Point, LLC
N/A—5,262-5,262-100%$3.1M———
Cascade Financial Partners, LLC
N/A—5,232-5,232-100%$3.0M———
Goldstream Capital Management Ltd
N/A—5,224-5,224-100%$3.0M———
Brandywine Managers, LLC
N/A—5,213-5,213-100%$3.0M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—5,212-5,212-100%$3.0M———
Kerr Financial Planning Corp
N/A—5,188-5,188-100%$3.0M———
Concentric Capital Strategies, LP
N/A—5,178-5,178-100%$3.0M———
Fielder Capital Group LLC
N/A—5,158-5,158-100%$3.0M———
Brookwood Investment Group LLC
N/A—5,126-5,126-100%$3.0M———
Zhang Financial LLC
N/A—5,077-5,077-100%$2.9M———
Financial Advisors Network, Inc.
N/A—5,058-5,058-100%$2.9M———
Financial Engines Advisors L.L.C.
N/A—5,029-5,029-100%$2.9M———
Dearborn Partners LLC
N/A—4,997-4,997-100%$2.9M———
Bank of Hawaii
N/A—4,952-4,952-100%$2.9M———
Strategic Investment Solutions, Inc.
N/A—4,944-4,944-100%$2.9M———
Ponta Wealth Partners, LLC
N/A—4,901-4,901-100%$2.8M———
Wellspring Financial Advisors, LLC
N/A—4,896-4,896-100%$2.8M———
Audent Global Asset Management, LLC
N/A—4,861-4,861-100%$2.8M———
Stokes Family Office, LLC
N/A—4,847-4,847-100%$2.8M———
Keebeck Wealth Management
N/A—4,832-4,832-100%$2.8M———
Sivia Capital Partners, LLC
N/A—4,805-4,805-100%$2.8M———
Davis R M Inc
N/A—4,791-4,791-100%$2.8M———
BSW Wealth Partners
N/A—4,788-4,788-100%$2.8M———
Opal Capital LLC
N/A—4,778-4,778-100%$2.8M———
Mozayyx Management LLC
N/A—4,775-4,775-100%$2.8M———
Albar Capital Partners LLP
N/A—4,756-4,756-100%$2.8M———
Members Trust Co
N/A—4,740-4,740-100%$2.8M———
Safeguard Investment Advisory Group, LLC
N/A—4,738-4,738-100%$2.8M———
Wimmer Associates 1, LLC
N/A—4,731-4,731-100%$2.7M———
1015 Capital Partners, LLC
N/A—4,726-4,726-100%$2.7M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—4,716-4,716-100%$2.7M———
Twin Peaks Wealth Advisors, LLC
N/A—4,700-4,700-100%$2.7M———
Sharpepoint LLC
N/A—4,681-4,681-100%$2.7M———
Pallas Capital Advisors LLC
N/A—4,635-4,635-100%$2.7M———
Sandy Cove Advisors, LLC
N/A—4,628-4,628-100%$2.7M———
New Republic Capital, LLC
N/A—4,626-4,626-100%$2.7M———
Counterweight Ventures, LLC
N/A—4,620-4,620-100%$2.7M———
GWN Securities Inc.
N/A—4,607-4,607-100%$2.7M———
LMR Partners LLP
N/A—4,590-4,590-100%$2.7M———
Advyzon Investment Management, LLC
N/A—4,573-4,573-100%$2.7M———
TRB Wealth Management, LLC
N/A—4,571-4,571-100%$2.7M———
Ducere Wealth Management LLC
N/A—4,568-4,568-100%$2.7M———
Stoneridge Investment Partners LLC
N/A—4,554-4,554-100%$2.2K———
Ellevest, Inc.
N/A—4,516-4,516-100%$2.6M———
Fortress Private Ledger, LLC
N/A—4,512-4,512-100%$2.6M———
Alkeon Capital Management LLC
N/A—4,510-4,510-100%$2.6M———
Whalerock Point Partners, LLC
N/A—4,507-4,507-100%$2.6M———
Alta Wealth Advisors LLC
N/A—4,496-4,496-100%$2.6M———
Empirical Asset Management, LLC
N/A—4,493-4,493-100%$2.6M———
Investor's Fiduciary Advisor Network, LLC
N/A—4,469-4,469-100%$2.6M———
Cyber Hornet ETFs LLC
N/A—4,448-4,448-100%$2.6M———
Cofg Advisors, LLC
N/A—4,415-4,415-100%$2.6M———
M1 Capital Management LLC
N/A—4,415-4,415-100%$2.6M———
Fortune Financial Advisors, LLC
N/A—4,407-4,407-100%$2.6M———
CastleKnight Management LP
N/A—4,400-4,400-100%$2.6M———
AXQ Capital, LP
N/A—4,399-4,399-100%$2.6M———
Bouchey Financial Group, Ltd.
N/A—4,386-4,386-100%$2.5M———
EWA, LLC
N/A—4,385-4,385-100%$2.5M———
Everpar Advisors LLC
N/A—4,360-4,360-100%$2.5M———
HM Payson & Co
N/A—4,346-4,346-100%$2.5M———
Safe Harbor Fiduciary, LLC
N/A—4,344-4,344-100%$2.5M———
Headinvest, LLC
N/A—4,328-4,328-100%$2.5M———
Gateway Wealth Partners, LLC
N/A—4,313-4,313-100%$2.5M———
Neo Ivy Capital Management
N/A—4,276-4,276-100%$2.5M———
Front Street Capital Management, Inc.
N/A—4,275-4,275-100%$2.3M———
Dockside LLC
N/A—4,254-4,254-100%$2.5M———
Peak Planning Group, LLC
N/A—4,251-4,251-100%$2.5M———
Paradiem, LLC
N/A—4,249-4,249-100%$2.5M———
Bannerstone Capital Management, LLC
N/A—4,204-4,204-100%$2.4M———
Paragon Financial Partners, Inc.
N/A—4,200-4,200-100%$2.0M———
Marietta Investment Partners LLC
N/A—4,182-4,182-100%$2.4M———
Blom & Howell Financial Planning, Inc.
N/A—4,172-4,172-100%$2.4M———
LM Advisors LLC
N/A—4,100-4,100-100%$2.3K———
PSI Advisors, LLC
N/A—4,092-4,092-100%$2.4M———
Cornerstone Select Advisors, LLC
N/A—4,091-4,091-100%$2.4M———
Wrapmanager Inc
N/A—4,089-4,089-100%$2.4M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—4,086-4,086-100%$2.4M———
Pinnacle Wealth Management, LLC
N/A—4,071-4,071-100%$2.4M———
1776 Wealth LLC
N/A—4,068-4,068-100%$2.4M———
Corient IA LP
N/A—4,045-4,045-100%$2.3M———
Sun Financial Inc
N/A—4,031-4,031-100%$1.9M———
Berger Financial Group, Inc
N/A—4,026-4,026-100%$2.3M———
Stonebridge Capital Management Inc
N/A—4,023-4,023-100%$2.3M———
Infrastructure Capital Advisors, LLC
N/A—4,016-4,016-100%$2.3M———
Pacific Point Advisors, LLC
N/A—4,012-4,012-100%$2.3M———
Brasada Capital Management, LP
N/A—4,008-4,008-100%$2.3M———
Stonebrook Private Inc.
N/A—4,007-4,007-100%$2.3M———
Harbor Advisors LLC
N/A—4,000-4,000-100%$2.3M———
Ironwood Investment Counsel, LLC
N/A—3,987-3,987-100%$2.3M———
Stance Capital LLC
N/A—3,929-3,929-100%$2.3M———
MJP Associates Inc
N/A—3,915-3,915-100%$2.3M———
Coign Capital Advisors LLC
N/A—3,867-3,867-100%$2.2M———
Lifeworks Advisors, LLC
N/A—3,854-3,854-100%$2.2M———
Fosun International Ltd
N/A—3,845-3,845-100%$2.2M———
Liberty One Investment Management, LLC
N/A—3,844-3,844-100%$2.2M———
CVA Family Office, LLC
N/A—3,839-3,839-100%$2.2M———
Kintra Wealth, LLC
N/A—3,832-3,832-100%$1.9M———
SOA Wealth Advisors, Llc.
N/A—3,812-3,812-100%$2.2M———
Wealth Alliance, LLC
N/A—3,801-3,801-100%$2.2M———
Intercapital, LLC
N/A—3,800-3,800-100%$2.2M———
Synergy Financial Group, LTD
N/A—3,794-3,794-100%$2.2M———
Menard Financial Group LLC
N/A—3,792-3,792-100%$2.2M———
Capstone Financial Advisors, Inc.
N/A—3,764-3,764-100%$2.2M———
Hurricane Capital Advisors LLC
N/A—3,758-3,758-100%$2.2M———
Carr Financial Group Corp
N/A—3,752-3,752-100%$2.2M———
Jump Financial, LLC
N/A—3,714-3,714-100%$2.2M———
Icon Wealth Advisors, LLC
N/A—3,701-3,701-100%$2.1M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—3,700-3,700-100%$2.1M———
Wayfinding Financial, LLC
N/A—3,682-3,682-100%$2.1M———
Richard W. Paul & Associates, LLC
N/A—3,635-3,635-100%$2.1M———
Atlas Legacy Advisors, LLC
N/A—3,628-3,628-100%$1.8M———
Point Break Capital Management, LLC
N/A—3,611-3,611-100%$2.1M———
Avanda Investment Management Pte. Ltd.
N/A—3,600-3,600-100%$2.1M———
Strategic Investment Advisors / MI
N/A—3,589-3,589-100%$2.1M———
BlackDiamond Wealth Management, LLC
N/A—3,550-3,550-100%$1.7M———
Greenline Wealth Management LLC
N/A—3,524-3,524-100%$2.0M———
Calton & Associates, Inc.
N/A—3,522-3,522-100%$2.0M———
Khazanah Nasional Berhad
N/A—3,519-3,519-100%$2.0M———
Southeast Asset Advisors, LLC
N/A—3,505-3,505-100%$2.0M———
SHP Wealth Management
N/A—3,501-3,501-100%$2.0M———
National Philanthropic Trust
N/A—3,491-3,491-100%$2.0M———
Crews Bank & Trust
N/A—3,490-3,490-100%$2.0M———
FirstWave Capital Management LLC
N/A—3,481-3,481-100%$2.0M———
Second Line Capital, LLC
N/A—3,437-3,437-100%$2.0M———
Mosaic Family Wealth Partners, LLC
N/A—3,436-3,436-100%$2.0M———
Sunflower Bank, N.A.
N/A—3,430-3,430-100%$2.0M———
Tailwinds Wealth, LLC
N/A—3,422-3,422-100%$2.0M———
North Dallas Bank & Trust Co
N/A—3,412-3,412-100%$2.0M———
Castle Hook Partners LP
N/A—3,366-3,366-100%$2.0M———
Sovereign Financial Group, Inc.
N/A—3,339-3,339-100%$1.9M———
Fairtree Asset Management (Pty) Ltd
N/A—3,322-3,322-100%$1.9M———
Main Street Research LLC
N/A—3,308-3,308-100%$1.9M———
USA Financial Formulas
N/A—3,263-3,263-100%$1.9M———
Alteri Wealth LLC
N/A—3,258-3,258-100%$1.9M———
White Knight Strategic Wealth Advisors, LLC
N/A—3,257-3,257-100%$1.9M———
Flow Traders U.S. LLC
N/A—3,242-3,242-100%$1.9M———
Keating Financial Advisory Services, Inc.
N/A—3,230-3,230-100%$1.9M———
Simmons Bank
N/A—3,205-3,205-100%$1.9M———
Red Door Wealth Management, LLC
N/A—3,203-3,203-100%$1.9M———
Graham Capital Management, L.P.
N/A—3,177-3,177-100%$1.8M———
Drucker Wealth 3.0, LLC
N/A—3,159-3,159-100%$1.8M———
Nicholas Investment Partners, LP
N/A—3,141-3,141-100%$1.8M———
Betterment LLC
N/A—3,128-3,128-100%$1.8M———
WJ Financial Advisors LLC
N/A—3,128-3,128-100%$1.8M———
CMT Capital Markets Trading GmbH
N/A—3,111-3,111-100%$1.8M———
Rothschild Wealth LLC
N/A—3,099-3,099-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—3,084-3,084-100%$1.8M———
Arcus Capital Partners, LLC
N/A—3,065-3,065-100%$1.8M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—3,058-3,058-100%$1.8M———
Bogart Wealth, LLC
N/A—3,046-3,046-100%$1.8M———
Cary Street Partners Investment Advisory LLC
N/A—3,046-3,046-100%$1.8M———
Calydon Capital
N/A—3,044-3,044-100%$1.8M———
Magnolia Capital Advisors LLC
N/A—3,041-3,041-100%$1.8M———
Red Wave Investments LLC
N/A—3,028-3,028-100%$1.8M———
Providence Capital Advisors, LLC
N/A—3,024-3,024-100%$1.8M———
ST Germain D J Co Inc
N/A—3,007-3,007-100%$1.7M———
Owen LaRue, LLC
N/A—2,999-2,999-100%$1.7M———
STG Securities, LLC
N/A—2,989-2,989-100%$1.7M———
Hartford Funds Management Co LLC
N/A—2,988-2,988-100%$1.7M———
Severin Investments, LLC
N/A—2,986-2,986-100%$1.7M———
Stonebridge Financial Group, LLC / MO
N/A—2,978-2,978-100%$1.7M———
Aspire Growth Partners LLC
N/A—2,973-2,973-100%$1.7M———
Vance Wealth, LLC
N/A—2,961-2,961-100%$1.7M———
Frisch Financial Group, Inc.
N/A—2,954-2,954-100%$1.7M———
Meadowbrook Advisors Group, LLC
N/A—2,874-2,874-100%$1.7M———
Harbour Wealth Management Group, Inc.
N/A—2,846-2,846-100%$1.7M———
RED Reef Advisors LLC
N/A—2,844-2,844-100%$1.7M———
Game Plan Financial Advisors, LLC
N/A—2,826-2,826-100%$1.6M———
Accent Capital Management, LLC
N/A—2,807-2,807-100%$1.6M———
Legato Capital Management LLC
N/A—2,790-2,790-100%$1.6M———
Odyssean, LLC
N/A—2,775-2,775-100%$1.6M———
Petix & Botte Co
N/A—2,757-2,757-100%$1.6M———
FWG Holdings, LLC
N/A—2,743-2,743-100%$1.4M———
Benson Wealth Management Inc
N/A—2,732-2,732-100%$1.6M———
Northstar Advisory Group, LLC
N/A—2,726-2,726-100%$1.6M———
Aster Capital Management (Difc) Ltd
N/A—2,726-2,726-100%$1.6M———
Fullerton Fund Management Co Ltd.
N/A—2,715-2,715-100%$1.6M———
First Commonwealth Financial Corp
N/A—2,713-2,713-100%$1.6M———
Phillips Wealth Planners LLC
N/A—2,708-2,708-100%$1.4M———
UP Strategic Wealth Investment Advisors LLC
N/A—2,700-2,700-100%$1.3M———
Bull Harbor Capital LLC
N/A—2,699-2,699-100%$1.6M———
Cinctive Capital Management LP
N/A—2,698-2,698-100%$1.6M———
Klcm Advisors, Inc.
N/A—2,691-2,691-100%$1.6M———
Resurgent Financial Advisors LLC
N/A—2,665-2,665-100%$1.5M———
Clarendon Private LLC
N/A—2,655-2,655-100%$1.5M———
German American Bancorp, Inc.
N/A—2,615-2,615-100%$1.5M———
Fiduciary Group, LLC
N/A—2,613-2,613-100%$1.5M———
Martingale Asset Management L P
N/A—2,597-2,597-100%$1.5M———
E-Wealth Partners, LLC
N/A—2,591-2,591-100%$1.5M———
Shay Capital LLC
N/A—2,574-2,574-100%$1.5M———
Yukon Wealth Management, Inc.
N/A—2,571-2,571-100%$1.5M———
CFO4Life Group, LLC
N/A—2,543-2,543-100%$1.5M———
Claret Asset Management Corp
N/A—2,533-2,533-100%$1.5M———
Nova Wealth Management, Inc.
N/A—2,532-2,532-100%$1.5M———
Bridges Investment Management Inc
N/A—2,511-2,511-100%$1.5M———
United Bank
N/A—2,500-2,500-100%$1.5M———
Forum Finance Group S.A.
N/A—2,496-2,496-100%$1.2K———
Resolute Wealth Strategies, LLC
N/A—2,491-2,491-100%$1.4M———
Dark Forest Capital Management LP
N/A—2,485-2,485-100%$1.4M———
RD Lewis Holdings, Inc.
N/A—2,485-2,485-100%$1.2M———
Westmount Partners, LLC
N/A—2,473-2,473-100%$1.4M———
Duncan Williams Asset Management, LLC
N/A—2,469-2,469-100%$1.4M———
Sittner & Nelson, LLC
N/A—2,437-2,437-100%$1.4M———
Altshuler Shaham Ltd
N/A—2,434-2,434-100%$1.4M———
Liberty Square Wealth Partners LLC
N/A—2,400-2,400-100%$1.4M———
Texas Yale Capital Corp.
N/A—2,400-2,400-100%$1.4M———
Exit Wealth Advisors, Llc.
N/A—2,393-2,393-100%$1.4M———
Cannell & Spears LLC
N/A—2,391-2,391-100%$1.4M———
Everest Private Wealth
N/A—2,376-2,376-100%$1.4M———
MorganRosel Wealth Management, LLC
N/A—2,350-2,350-100%$1.4M———
Talon Private Wealth, LLC
N/A—2,328-2,328-100%$1.4M———
OneAscent Family Office, LLC
N/A—2,314-2,314-100%$1.3M———
American Trust
N/A—2,303-2,303-100%$1.3M———
Kensington Investment Counsel, LLC
N/A—2,284-2,284-100%$1.3M———
Farmers National Bank
N/A—2,278-2,278-100%$1.3M———
Jacobson & Schmitt Advisors, LLC
N/A—2,267-2,267-100%$1.3M———
Alexander Labrunerie & Co., Inc.
N/A—2,254-2,254-100%$1.3M———
Allium Financial Advisors, LLC
N/A—2,253-2,253-100%$1.3M———
Manhattan West Asset Management, LLC
N/A—2,245-2,245-100%$1.3M———
BlueCrest Capital Management Ltd
N/A—2,230-2,230-100%$1.3M———
Jackson Thornton Wealth Management, LLC
N/A—2,230-2,230-100%$1.3M———
Daybright Advisory Services, Inc.
N/A—2,226-2,226-100%$1.1M———
Berkeley Capital Partners, LLC
N/A—2,217-2,217-100%$1.3M———
Smith, Moore & Co.
N/A—2,214-2,214-100%$1.3M———
WPWealth LLP
N/A—2,206-2,206-100%$1.3M———
Caerus Investment Advisors, LLC
N/A—2,205-2,205-100%$1.3M———
City National Bank of Florida
N/A—2,202-2,202-100%$1.3M———
IFS Group,LLC
N/A—2,200-2,200-100%$1.3M———
III Capital Management
N/A—2,200-2,200-100%$1.3M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—2,200-2,200-100%$1.3M———
Thompson David Blair
N/A—2,193-2,193-100%$1.3M———
KMT Wealth Management, LLC
N/A—2,184-2,184-100%$1.3M———
J. M. Brown & Associates Inc.
N/A—2,184-2,184-100%$1.3M———
Skandinaviska Enskilda Banken AB (publ)
N/A—2,170-2,170-100%$1.3M———
Madison Wealth Partners, Inc
N/A—2,146-2,146-100%$1.2M———
Vienna Asset Management LLC
N/A—2,144-2,144-100%$1.2M———
Prospect Financial Services LLC
N/A—2,142-2,142-100%$1.2M———
Summitry LLC
N/A—2,127-2,127-100%$1.2M———
Horizon Bancorp Inc
N/A—2,116-2,116-100%$1.2M———
Transamerica Financial Advisors, LLC
N/A—2,115-2,115-100%$1.2M———
Marble Wealth, LLC
N/A—2,108-2,108-100%$1.2M———
Wealthspan Partners, LLC
N/A—2,103-2,103-100%$1.2M———
Buckley Wealth Management, LLC
N/A—2,100-2,100-100%$1.2M———
Disciplined Investments, LLC
N/A—2,090-2,090-100%$1.2M———
Hexagon Capital Partners LLC
N/A—2,079-2,079-100%$1.2M———
Cozad Asset Management Inc
N/A—2,068-2,068-100%$1.2M———
HHM Wealth Advisors, LLC
N/A—2,065-2,065-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—2,047-2,047-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—2,038-2,038-100%$1.2M———
Consilio Wealth Advisors, LLC
N/A—2,031-2,031-100%$1.2M———
Northwest Bancshares, Inc.
N/A—2,022-2,022-100%$1.2M———
Estabrook Capital Management
N/A—2,018-2,018-100%$1.2M———
FSB Premier Wealth Management, Inc.
N/A—2,007-2,007-100%$1.2M———
Runnymede Capital Advisors, Inc.
N/A—2,000-2,000-100%$1.2M———
NorthStar Asset Management LLC
N/A—1,988-1,988-100%$1.2M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,971-1,971-100%$1.1M———
McMillan Office, Inc.
N/A—1,955-1,955-100%$1.1M———
Scientech Research LLC
N/A—1,929-1,929-100%$1.1M———
Keynote Financial Services LLC
N/A—1,901-1,901-100%$1.1M———
Haverford Trust Co
N/A—1,898-1,898-100%$1.1M———
Ionic Capital Management LLC
N/A—1,898-1,898-100%$1.1M———
Richmond Brothers, Inc.
N/A—1,895-1,895-100%$1.1M———
CoreFirst Bank & Trust
N/A—1,877-1,877-100%$1.1M———
Patron Partners, LLC
N/A—1,872-1,872-100%$1.1M———
Alpine Woods Capital Investors, LLC
N/A—1,870-1,870-100%$1.1M———
Viawealth, LLC
N/A—1,865-1,865-100%$1.1M———
Waddell & Associates, LLC
N/A—1,857-1,857-100%$1.1M———
Lbmc Investment Advisors, LLC
N/A—1,855-1,855-100%$1.1M———
First Washington Corp
N/A—1,847-1,847-100%$1.1M———
Berry Wealth Group, LP
N/A—1,847-1,847-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—1,845-1,845-100%$1.1M———
Legacy Wealth Advisors, LLC
N/A—1,828-1,828-100%$1.1M———
FSA Advisors, Inc.
N/A—1,818-1,818-100%$1.1M———
Element Wealth, LLC
N/A—1,812-1,812-100%$1.1M———
Westfuller Advisors, LLC
N/A—1,800-1,800-100%$1.0M———
Buckland Partners Management Co LLC
N/A—1,800-1,800-100%$1.0M———
Aspiring Ventures, LLC
N/A—1,794-1,794-100%$1.0M———
Summit Wealth Partners, LLC
N/A—1,792-1,792-100%$1.0M———
South Plains Financial, Inc.
N/A—1,780-1,780-100%$1.0M———
Tiemann Investment Advisors, LLC
N/A—1,776-1,776-100%$1.0M———
WealthShield Partners, LLC
N/A—1,773-1,773-100%$1.0M———
Serenus Wealth Advisors, LLC
N/A—1,772-1,772-100%$1.0M———
Pingora Partners LLC
N/A—1,753-1,753-100%$1.0M———
SlateStone Wealth, LLC
N/A—1,748-1,748-100%$1.0M———
Investment Advisory Group, LLC
N/A—1,742-1,742-100%$1.0M———
Brave Asset Management Inc
N/A—1,740-1,740-100%$1.0M———
Quantum Portfolio Management LLC
N/A—1,732-1,732-100%$1.0M———
One Wealth Management Investment & Advisory Services, LLC
N/A—1,719-1,719-100%$998.4K———
Westshore Wealth, LLC
N/A—1,705-1,705-100%$990.5K———
Coastwise Capital Group, LLC
N/A—1,695-1,695-100%$984.6K———
Parkwoods Wealth Partners, LLC
N/A—1,684-1,684-100%$978.3K———
Faithward Advisors, LLC
N/A—1,682-1,682-100%$977.1K———
Fort Point Capital Partners LLC
N/A—1,678-1,678-100%$974.8K———
Buffalo Business & Estate Services LTD
N/A—1,673-1,673-100%$971.9K———
Pgim Custom Harvest LLC
N/A—1,669-1,669-100%$969.5K———
RiverGlades Family Offices LLC
N/A—1,666-1,666-100%$967.8K———
Mairs & Power Inc
N/A—1,648-1,648-100%$957.3K———
Twin Lakes Capital Management, LLC
N/A—1,641-1,641-100%$953.3K———
Blalock Williams, LLC
N/A—1,632-1,632-100%$948.0K———
Wealth Advisors of Iowa, LLC
N/A—1,628-1,628-100%$945.7K———
Stillwater Private Wealth, LLC
N/A—1,616-1,616-100%$780———
FAS Wealth Partners, Inc.
N/A—1,596-1,596-100%$927.1K———
Bridgefront Capital, LLC
N/A—1,596-1,596-100%$927.1K———
Bernard Wealth Management Corp.
N/A—1,594-1,594-100%$926.0K———
Bollard Group LLC
N/A—1,593-1,593-100%$925.0K———
RIK Saylor Financial, Inc.
N/A—1,591-1,591-100%$924.2K———
Fiduciary Financial Advisors
N/A—1,591-1,591-100%$920.7K———
360 Financial, Inc.
N/A—1,590-1,590-100%$923.6K———
Knightsbridge Asset Management, LLC
N/A—1,588-1,588-100%$922.5K———
Authentikos Wealth Advisory, LLC
N/A—1,583-1,583-100%$919.6K———
Aspen Grove Capital, LLC
N/A—1,575-1,575-100%$914.9K———
Sequent Asset Management, LLC
N/A—1,561-1,561-100%$906.8K———
Chilton Investment Co Inc.
N/A—1,558-1,558-100%$905.1K———
Webster Bank, N. A.
N/A—1,556-1,556-100%$903.9K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,555-1,555-100%$903.3K———
Planning Alternatives LTD
N/A—1,553-1,553-100%$902.4K———
Ninepoint Partners LP
N/A—1,547-1,547-100%$898.7K———
George Kaiser Family Foundation
N/A—1,544-1,544-100%$896.9K———
Walter & Keenan Wealth Management LLC
N/A—1,535-1,535-100%$891.7K———
Tradewinds, Llc.
N/A—1,530-1,530-100%$987.5K———
Signet Private Wealth LLC
N/A—1,529-1,529-100%$888.2K———
Pinnacle Family Advisors, LLC
N/A—1,516-1,516-100%$880.5K———
LeClair Wealth Partners LLC
N/A—1,511-1,511-100%$877.5K———
Financial Avengers, Inc.
N/A—1,500-1,500-100%$871.4K———
Landing Point Financial Group, LLC
N/A—1,499-1,499-100%$870.8K———
Teucrium Investment Advisors, LLC
N/A—1,499-1,499-100%$870.8K———
Bluebird Wealth Management LLC
N/A—1,499-1,499-100%$870.8K———
Delta Asset Management LLC
N/A—1,497-1,497-100%$869.6K———
New World Advisors LLC
N/A—1,497-1,497-100%$869.6K———
Pennington Partners & Co., LLC
N/A—1,493-1,493-100%$867.1K———
GSA Capital Partners LLP
N/A—1,489-1,489-100%$865.0K———
Sandro Wealth Management LLC
N/A—1,470-1,470-100%$853.9K———
Rowlandmiller & Partners.adv
N/A—1,466-1,466-100%$851.6K———
Capital Group Investment Management Pte. Ltd.
N/A—1,459-1,459-100%$847.5K———
WNY Asset Management, LLC
N/A—1,458-1,458-100%$847.0K———
Crux Wealth Advisors
N/A—1,439-1,439-100%$835.9K———
Westwood Holdings Group Inc
N/A—1,435-1,435-100%$833.6K———
Markin Volterra Fund LP
N/A—1,424-1,424-100%$827.2K———
Tyche Wealth Partners LLC
N/A—1,423-1,423-100%$826.6K———
Vista Cima Wealth Management LLC
N/A—1,401-1,401-100%$813.9K———
Cohen & Steers, Inc.
N/A—1,400-1,400-100%$813.0K———
FLC Capital Advisors
N/A—1,393-1,393-100%$809.2K———
Rogco, LP
N/A—1,392-1,392-100%$808.6K———
Ark Wealth Advisors LLC
N/A—1,391-1,391-100%$808.0K———
Medallion Wealth Advisors, LLC
N/A—1,384-1,384-100%$804.0K———
Elevation Advisory Partners LLC
N/A—1,384-1,384-100%$696.9K———
Argent Advisors, Inc.
N/A—1,377-1,377-100%$799.9K———
First Financial Bankshares Inc
N/A—1,370-1,370-100%$795.8K———
American Money Management, LLC
N/A—1,366-1,366-100%$793.5K———
Leigh Baldwin & Co., LLC
N/A—1,364-1,364-100%$792.4K———
Vision Retirement, LLC
N/A—1,361-1,361-100%$790.6K———
Elgethun Capital Management
N/A—1,360-1,360-100%$790.0K———
Maimon Wealth Management Ltd.
N/A—1,358-1,358-100%$788.9K———
Orleans Capital Management Corp
N/A—1,355-1,355-100%$787.1K———
Becker Capital Management Inc
N/A—1,354-1,354-100%$786.6K———
Family Manage LLC
N/A—1,348-1,348-100%$783.1K———
Stembrook Asset Management, LLC
N/A—1,344-1,344-100%$780.7K———
Mosaic Advisors LLC
N/A—1,341-1,341-100%$779.0K———
Millstone Evans Group, LLC
N/A—1,328-1,328-100%$771.4K———
Spirepoint Private Client, LLC
N/A—1,327-1,327-100%$770.9K———
Curio Wealth, LLC
N/A—1,324-1,324-100%$769.1K———
Johnson Financial Group, Inc.
N/A—1,323-1,323-100%$768.5K———
Compass Capital Corp
N/A—1,320-1,320-100%$646.8K———
Goldstone Financial Group, LLC
N/A—1,314-1,314-100%$763.3K———
Plotkin Financial Advisors, LLC
N/A—1,312-1,312-100%$762.2K———
Anatole Investment Management Ltd
N/A—1,312-1,312-100%$762.2K———
Lotus Technology Management, LP
N/A—1,307-1,307-100%$759.2K———
Hodges Capital Management Inc.
N/A—1,296-1,296-100%$752.9K———
Glen Eagle Advisors, LLC
N/A—1,279-1,279-100%$743.0K———
Prasad Wealth Partners, LLC
N/A—1,278-1,278-100%$742.6K———
Invst, LLC
N/A—1,276-1,276-100%$741.2K———
Pursue Wealth Partners LLC
N/A—1,264-1,264-100%$734.3K———
DSM Capital Partners LLC
N/A—1,263-1,263-100%$733.7K———
WealthTrust Axiom LLC
N/A—1,258-1,258-100%$730.8K———
VSM Wealth Advisory, LLC
N/A—1,250-1,250-100%$726.1K———
Wealth Management Associates, Inc.
N/A—1,244-1,244-100%$722.7K———
Aberdeen Wealth Management LLC
N/A—1,230-1,230-100%$714.5K———
IFC Advisors LLC
N/A—1,221-1,221-100%$709.3K———
Clarity Financial LLC
N/A—1,214-1,214-100%$705.5K———
Nvest Financial, LLC
N/A—1,213-1,213-100%$704.6K———
Prudent Investors Network, Inc.
N/A—1,208-1,208-100%$701.7K———
Silver Coast Investments LLC
N/A—1,206-1,206-100%$700.6K———
Shufro Rose & Co LLC
N/A—1,200-1,200-100%$697.1K———
Vantus Wealth LLC
N/A—1,200-1,200-100%$697.1K———
Harvest Investment Services, LLC
N/A—1,195-1,195-100%$694.2K———
Chancellor Financial Group WB LP
N/A—1,192-1,192-100%$692.4K———
Arrowroot Family Office, LLC
N/A—1,187-1,187-100%$689.5K———
AFT, Forsyth & Company, Inc.
N/A—1,182-1,182-100%$686.6K———
M3 Advisory Group, LLC
N/A—1,181-1,181-100%$686.1K———
LifePlan Investment Advisors, Inc.
N/A—1,180-1,180-100%$685.5K———
Flatrock Wealth Partners LLC
N/A—1,178-1,178-100%$684.0K———
Concorde Asset Management, LLC
N/A—1,165-1,165-100%$676.8K———
CM Wealth Advisors LLC
N/A—1,165-1,165-100%$676.8K———
Synergy Investment Management, LLC
N/A—1,162-1,162-100%$594.5K———
Rialto Wealth Management, LLC
N/A—1,158-1,158-100%$672.7K———
PAX Financial Group, LLC
N/A—1,155-1,155-100%$671.0K———
Keyvantage Wealth, LLC
N/A—1,148-1,148-100%$666.9K———
Requisite Capital Management, LLC
N/A—1,146-1,146-100%$665.9K———
Significant Wealth Partners LLC
N/A—1,138-1,138-100%$661.1K———
Prostatis Group LLC
N/A—1,137-1,137-100%$660.5K———
Strategic Financial Concepts, LLC
N/A—1,136-1,136-100%$659.9K———
American Investment Services, Inc.
N/A—1,136-1,136-100%$659.9K———
Slagle Financial, LLC
N/A—1,128-1,128-100%$655.3K———
Burnham & Co LLC
N/A—1,125-1,125-100%$653.5K———
Brand Asset Management Group, Inc.
N/A—1,121-1,121-100%$651.2K———
Yarger Wealth Strategies, LLC
N/A—1,117-1,117-100%$623.2K———
Inspire Advisors, LLC
N/A—1,114-1,114-100%$647.1K———
Wealthquest Corp
N/A—1,112-1,112-100%$646.0K———
Pettyjohn, Wood & White, Inc
N/A—1,109-1,109-100%$644.2K———
Quattro Advisors LLC
N/A—1,105-1,105-100%$641.9K———
MWA Asset Management
N/A—1,103-1,103-100%$640.7K———
Daner Wealth Management, LLC
N/A—1,098-1,098-100%$530.3K———
Allied Private Wealth LLC
N/A—1,086-1,086-100%$561.9K———
Bulltick Wealth Management, LLC
N/A—1,078-1,078-100%$626.2K———
Outlook Capital Management, LLC
N/A—1,077-1,077-100%$625.6K———
Legacy Capital Wealth Management, LLC
N/A—1,063-1,063-100%$617.5K———
Vantage Point Financial LLC
N/A—1,055-1,055-100%$612.9K———
Advocacy Wealth Management, LLC
N/A—1,054-1,054-100%$612.3K———
Aspire Capital Advisors LLC
N/A—1,051-1,051-100%$610.5K———
Seneca House Advisors
N/A—1,050-1,050-100%$610.0K———
Spinnaker Trust
N/A—1,048-1,048-100%$608.8K———
Round Rock Advisors LLC
N/A—1,048-1,048-100%$608.8K———
FreeGulliver LLC
N/A—1,047-1,047-100%$608.2K———
Saiph Capital, LLC
N/A—1,044-1,044-100%$606.5K———
S Harris Financial Group, LLC
N/A—1,041-1,041-100%$604.7K———
Trinity Legacy Partners, LLC
N/A—1,039-1,039-100%$520.5K———
Vertex Planning Partners, LLC
N/A—1,035-1,035-100%$601.2K———
Anchor Bay Capital, Inc.
N/A—1,020-1,020-100%$479.0K———
Aegis Wealth Management LLC
N/A—1,010-1,010-100%$586.7K———
Wellington-Altus USA Inc.
N/A—1,008-1,008-100%$205.1K———
Fortis Advisors, LLC
N/A—1,000-1,000-100%$580.9K———
Monolith Management Ltd
N/A—1,000-1,000-100%$580.9K———
Greenland Capital Management LP
N/A—993-993-100%$576.8K———
Core Wealth Advisors, Inc.
N/A—992-992-100%$576.3K———
Golden Road Advisors LLC
N/A—991-991-100%$575.7K———
Continental Investors Services, Inc.
N/A—988-988-100%$460.4K———
Roberts Glore & Co Inc
N/A—986-986-100%$572.5K———
Sequent Planning LLC
N/A—984-984-100%$571.6K———
Fi3 Financial Advisors, LLC
N/A—979-979-100%$200.7K———
B & T Capital Management DBA Alpha Capital Management
N/A—977-977-100%$567.6K———
Trustmark Bank Trust Department
N/A—974-974-100%$565.8K———
Clarion Wealth Managment Partners, LLC
N/A—968-968-100%$562.3K———
Wealthspire Retirement, LLC
N/A—961-961-100%$558.2K———
Lumbard & Kellner, LLC
N/A—956-956-100%$555.4K———
Capital Analysts, LLC
N/A—953-953-100%$554.0K———
DV Trading LLC
N/A—950-950-100%$339.2K———
Cercano Management LLC
N/A—948-948-100%$550.7K———
Cedar Wealth Management, LLC
N/A—936-936-100%$543.7K———
American Financial Advisors, LLC
N/A—936-936-100%$543.7K———
Jacobs Levy Equity Management, Inc
N/A—933-933-100%$542.0K———
Fund Advisors of America Inc
N/A—931-931-100%$540.8K———
Barnes Pettey Financial Advisors, LLC
N/A—929-929-100%$539.7K———
One Wealth Advisors, LLC
N/A—917-917-100%$532.7K———
Cadence Wealth Management LLC
N/A—912-912-100%$529.6K———
Alpine Global Management, LLC
N/A—910-910-100%$528.6K———
Colonial Trust Advisors
N/A—905-905-100%$525.7K———
Denver Wealth Management, Inc.
N/A—905-905-100%$525.7K———
TRU Independence Asset Management 2, LLC
N/A—903-903-100%$524.6K———
Advance Capital Management, Inc.
N/A—896-896-100%$520.5K———
Astoria Portfolio Advisors Llc.
N/A—889-889-100%$516.4K———
Hilltop Partners LLC
N/A—889-889-100%$516.4K———
Harris Associates L P
N/A—875-875-100%$508.3K———
Evelyn Partners Group Ltd
N/A—871-871-100%$506.0K———
Chatterton & Associates Inc.
N/A—869-869-100%$475.1K———
Riverstone Advisors, LLC
N/A—867-867-100%$503.6K———
Ellenbecker Investment Group
N/A—867-867-100%$503.6K———
V2 Financial group LLC
N/A—865-865-100%$502.5K———
Morris Financial Concepts, Inc.
N/A—864-864-100%$501.9K———
AXA S.A.
N/A—862-862-100%$437.4K———
Hayek Kallen Investment Management
N/A—859-859-100%$499.0K———
Lcnb Corp
N/A—855-855-100%$496.7K———
BBR Partners, LLC
N/A—855-855-100%$496.7K———
S&T Bank
N/A—846-846-100%$491.5K———
Permanent Capital Management, LP
N/A—846-846-100%$491.5K———
AlphaGrep UK Ltd
N/A—841-841-100%$488.5K———
Arkos Global Advisors
N/A—841-841-100%$489.0K———
Seldon Capital LP
N/A—841-841-100%$488.5K———
Canal Capital Management, LLC
N/A—841-841-100%$488.5K———
Panoramic Investment Advisors, LLC
N/A—838-838-100%$486.8K———
JMN Financial LLC
N/A—838-838-100%$486.8K———
Beck Capital Management, LLC
N/A—836-836-100%$485.5K———
Dunhill Financial, LLC
N/A—835-835-100%$485.2K———
Moment Partners, LLC
N/A—829-829-100%$481.6K———
Brio Consultants, LLC
N/A—822-822-100%$477.5K———
Financial Life Planners
N/A—820-820-100%$476.3K———
Novak & Powell Financial Services, Inc.
N/A—820-820-100%$476.3K———
LOM Asset Management Ltd
N/A—820-820-100%$476.3K———
OV Management LLC
N/A—818-818-100%$475.2K———
Ingalls & Snyder LLC
N/A—817-817-100%$475.0K———
IKE Capital, LLC
N/A—815-815-100%$473.4K———
Baron Silver Stevens Financial Advisors, LLC
N/A—813-813-100%$472.3K———
Talisman Wealth Advisors LLC
N/A—813-813-100%$472.5K———
Palisades Hudson Asset Management, L.P.
N/A—807-807-100%$461.0K———
Klingenstein Fields & Co LP
N/A—802-802-100%$465.9K———
Kera Capital Partners, Inc.
N/A—796-796-100%$462.6K———
Iron Gate Global Advisors LLC
N/A—796-796-100%$462.4K———
49 Wealth Management, LLC
N/A—796-796-100%$462.4K———
Alongside, LLC
N/A—796-796-100%$462.4K———
Integrity Financial Corp
N/A—787-787-100%$457.2K———
Thomasville National Bank
N/A—782-782-100%$454.3K———
Copley Financial Group, Inc.
N/A—779-779-100%$452.5K———
Oakmont Advisory Group, LLC
N/A—772-772-100%$448.6K———
BHK Investment Advisors, LLC
N/A—771-771-100%$447.9K———
Gentry Private Wealth, LLC
N/A—770-770-100%$447.3K———
Chesapeake Asset Management LLC
N/A—761-761-100%$442.1K———
J.E. Simmons & Co., P.C.
N/A—761-761-100%$442.1K———
Varcov Co.
N/A—760-760-100%$441.5K———
Marathon Trading Investment Management LLC
N/A—758-758-100%$440.3K———
JPL Wealth Management, LLC
N/A—752-752-100%$436.8K———
Prosperity Bancshares Inc
N/A—752-752-100%$436.8K———
Birchcreek Wealth Management, LLC
N/A—750-750-100%$435.7K———
CarsonAllaria Wealth Management, Ltd.
N/A—744-744-100%$432.2K———
Sierra Capital LLC
N/A—735-735-100%$427.0K———
Cannon Wealth Management Services, LLC
N/A—735-735-100%$427.0K———
Beckerman Institutional, LLC
N/A—734-734-100%$426.4K———
Van Diest Capital, LLC
N/A—733-733-100%$425.7K———
Alesco Advisors, LLC, An ESL Co
N/A—733-733-100%$425.8K———
Index Technologies Group LLC
N/A—730-730-100%$424.1K———
PIN OAK Investment Advisors Inc
N/A—725-725-100%$421.0K———
Avant Capital LLC
N/A—720-720-100%$418.3K———
New Insight Wealth Advisors
N/A—717-717-100%$416.5K———
Numerai GP LLC
N/A—711-711-100%$413.0K———
Northstar Financial Companies, Inc.
N/A—708-708-100%$411.3K———
Petra Financial Advisors Inc
N/A—707-707-100%$410.7K———
Eldridge Investment Advisors, Inc.
N/A—696-696-100%$404.3K———
Atlanta Consulting Group Advisors, LLC
N/A—693-693-100%$402.4K———
Rench Wealth Management, Inc.
N/A—690-690-100%$400.8K———
Estate Planners Group, LLC
N/A—688-688-100%$399.6K———
Capital & Planning, LLC
N/A—687-687-100%$399.1K———
NWK Group, Inc.
N/A—683-683-100%$396.8K———
Greenwich Wealth Management LLC
N/A—682-682-100%$396.0K———
Lombard Odier Asset Management (USA) Corp
N/A—676-676-100%$392.7K———
Cordant, Inc.
N/A—663-663-100%$385.0K———
Truepoint, Inc.
N/A—662-662-100%$384.6K———
Permanens Capital L.P.
N/A—660-660-100%$383.4K———
Horizon Investment Services, LLC
N/A—660-660-100%$383.4K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—643-643-100%$373.5K———
Dividend Assets Capital, LLC
N/A—638-638-100%$370.6K———
Revere Asset Management, Inc
N/A—636-636-100%$369.5K———
Miller Capital Partners, Inc.
N/A—633-633-100%$367.7K———
PCG Wealth Advisors, LLC
N/A—631-631-100%$366.6K———
Northwest Quadrant Wealth Management, LLC
N/A—631-631-100%$366.6K———
WorthPointe, LLC
N/A—629-629-100%$365.4K———
Callahan Advisors, LLC
N/A—627-627-100%$364.2K———
Prestige Wealth Management Group LLC
N/A—626-626-100%$363.7K———
Retirement Planning Group, LLC / NY
N/A—625-625-100%$363.0K———
BlueStem Wealth Partners, LLC
N/A—624-624-100%$362.5K———
Cascades Capital Asset Management, LLC
N/A—624-624-100%$362.5K———
Parker Investment Management, LLC
N/A—620-620-100%$360.2K———
Lakeridge Wealth Management LLC
N/A—616-616-100%$357.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—616-616-100%$357.8K———
Strategic Financial Partners, Ltd.
N/A—616-616-100%$357.8K———
First Western Trust Bank
N/A—614-614-100%$356.7K———
Landscape Capital Management, L.L.C.
N/A—611-611-100%$354.9K———
Oxinas Partners, LLC
N/A—611-611-100%$354.9K———
Beta Wealth Group, Inc.
N/A—610-610-100%$354.4K———
Retirement Management Systems Inc.
N/A—610-610-100%$354.4K———
Wick Capital Partners, LLC
N/A—609-609-100%$353.8K———
M. Kulyk & Associates, LLC
N/A—609-609-100%$353.8K———
Paces Ferry Wealth Advisors, LLC
N/A—609-609-100%$353.8K———
Cloud Capital Management, LLC
N/A—608-608-100%$353.0K———
1492 Capital Management LLC
N/A—608-608-100%$353.2K———
Granite Bay Wealth Management, LLC
N/A—605-605-100%$351.0K———
Triton Financial Group Inc
N/A—604-604-100%$350.9K———
Boreal Capital Management LLC
N/A—604-604-100%$350.9K———
Jackson Wealth Management, LLC
N/A—603-603-100%$350.0K———
Wealth Watch Advisors, Inc
N/A—603-603-100%$350.3K———
Genesis Wealth Advisors, LLC
N/A—600-600-100%$348.5K———
Presidio Capital Management, LLC
N/A—599-599-100%$348.0K———
Auxier Asset Management LLC
N/A—595-595-100%$345.6K———
Magnolia Private Wealth, LLC
N/A—594-594-100%$345.1K———
Mmbg Investment Advisors Co.
N/A—590-590-100%$342.7K———
Port Capital LLC
N/A—590-590-100%$342.7K———
Waterford Advisors, LLC
N/A—588-588-100%$341.6K———
Pacific SUN Financial Corp
N/A—582-582-100%$338.1K———
Kapstone Financial Advisors LLC
N/A—582-582-100%$338.1K———
Sand Hill Global Advisors, LLC
N/A—579-579-100%$336.3K———
Eaton Financial Holdings Company, LLC
N/A—577-577-100%$335.2K———
LWM Advisory Services, LLC
N/A—574-574-100%$333.4K———
Mayport, LLC
N/A—570-570-100%$331.1K———
Steigerwald, Gordon & Koch Inc.
N/A—570-570-100%$331.1K———
Alpha Financial Partners LLC
N/A—569-569-100%$330.5K———
Quarry LP
N/A—567-567-100%$329.4K———
Muirfield Wealth Advisors LLC
N/A—567-567-100%$329.4K———
Tripletail Wealth Management, LLC
N/A—565-565-100%$292.6K———
Valtrion Capital Management, LLC
N/A—564-564-100%$327.6K———
Mission Creek Capital Partners, Inc.
N/A—563-563-100%$327.1K———
Byrne Financial Freedom, LLC
N/A—553-553-100%$321.2K———
Panoramic Capital Partners, LLC
N/A—553-553-100%$321.2K———
Precision Wealth Strategies, LLC
N/A—553-553-100%$321.2K———
VestGen Investment Management
N/A—551-551-100%$320.1K———
Ballast Advisors LLC
N/A—551-551-100%$320.1K———
Tower Bridge Advisors
N/A—550-550-100%$319.5K———
Consultiva Wealth Management, Corp.
N/A—550-550-100%$319.5K———
Kemnay Advisory Services Inc.
N/A—549-549-100%$318.9K———
Capital Investment Management, Inc.
N/A—548-548-100%$318.3K———
FPC Investment Advisory, Inc.
N/A—544-544-100%$269.7K———
Dash Acquisitions Inc.
N/A—543-543-100%$262.2K———
Reliant Investment Partners, LLC
N/A—541-541-100%$314.3K———
Orcam Financial Group
N/A—540-540-100%$313.7K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—538-538-100%$312.5K———
Dixon Mitchell Investment Counsel Inc.
N/A—537-537-100%$311.9K———
Gambit Capital Management, LLC
N/A—531-531-100%$308.5K———
Fairview Capital Investment Management, LLC
N/A—524-524-100%$304.4K———
Swisher Financial Concepts, Inc.
N/A—523-523-100%$303.8K———
Colonial Trust Co / SC
N/A—521-521-100%$302.8K———
Rexford Capital Inc
N/A—519-519-100%$301.5K———
Navis Wealth Advisors, LLC
N/A—518-518-100%$300.9K———
Mosaic Financial Group, LLC
N/A—516-516-100%$300.0K———
Spwm Advisors LLC
N/A—514-514-100%$254.8K———
J Hagan Capital, Inc.
N/A—511-511-100%$296.8K———
Napier Financial, LLC
N/A—511-511-100%$296.6K———
V. M. Manning & Co., Inc.
N/A—505-505-100%$293.4K———
Oxbow Advisors, LLC
N/A—503-503-100%$292.2K———
Maripau Wealth Management LLC
N/A—501-501-100%$290.9K———
Samjo Management, LLC
N/A—500-500-100%$290.5K———
one8zero8, LLC
N/A—500-500-100%$290.5K———
Hamilton Wealth, LLC
N/A—492-492-100%$285.8K———
Tandem Financial, LLC
N/A—492-492-100%$285.8K———
One Charles Private Wealth Services, LLC
N/A—491-491-100%$285.1K———
Clifford Group, LLC
N/A—480-480-100%$278.8K———
RB Capital Management, LLC
N/A—480-480-100%$278.8K———
Frazier Financial Advisors, LLC
N/A—473-473-100%$274.7K———
Redwood Investment Management, LLC
N/A—473-473-100%$275.0K———
Dimension Capital Management LLC
N/A—472-472-100%$274.2K———
Reliant Wealth Planning
N/A—472-472-100%$274.2K———
Castle Wealth Management LLC
N/A—472-472-100%$274.2K———
SSI Investment Management LLC
N/A—466-466-100%$270.7K———
Riverview Capital Advisers, LLC
N/A—456-456-100%$264.9K———
Bearing Point Capital, LLC
N/A—455-455-100%$264.3K———
Corsicana & Co.
N/A—452-452-100%$262.6K———
44 Wealth Management LLC
N/A—452-452-100%$262.5K———
Navera Investment Management Ltd.
N/A—450-450-100%$261.4K———
Gross & Hartman Investments LLC
N/A—450-450-100%$261.4K———
Eaton-Cambridge Inc.
N/A—444-444-100%$257.9K———
Fiducient Advisors LLC
N/A—444-444-100%$257.9K———
Corus Family Wealth Advisors
N/A—441-441-100%$256.4K———
Vines Capital Management, LLC
N/A—440-440-100%$255.6K———
Prepared Retirement Institute LLC
N/A—435-435-100%$252.7K———
RPg Family Wealth Advisory, LLC
N/A—433-433-100%$251.5K———
Fox Hill Wealth Management
N/A—431-431-100%$250.4K———
Axis Wealth Partners, LLC
N/A—430-430-100%$249.5K———
Markin Asset Management, LP
N/A—428-428-100%$248.6K———
Second Half Financial Partners, LLC
N/A—427-427-100%$248.0K———
Swan Capital LLC
N/A—426-426-100%$247.5K———
Kilter Group LLC
N/A—423-423-100%$245.7K———
Osbon Capital Management LLC
N/A—422-422-100%$245.2K———
Stephens Investment Management Group LLC
N/A—422-422-100%$245.1K———
Strategic Financial Services, Inc.
N/A—419-419-100%$243.4K———
Zevin Asset Management LLC
N/A—418-418-100%$242.8K———
McDonough Capital Management, Inc
N/A—418-418-100%$242.8K———
Polen Capital Management LLC
N/A—417-417-100%$242.2K———
Crawford Investment Counsel Inc
N/A—417-417-100%$242.2K———
Godfrey Financial Associates, Inc.
N/A—413-413-100%$239.9K———
Genesis Financial Group, LLC
N/A—410-410-100%$238.2K———
Legacy Wealth Managment, LLC
N/A—410-410-100%$238.3K———
Ruggiero Investments, Inc.
N/A—403-403-100%$234.1K———
Wealth Care LLC
N/A—400-400-100%$232.4K———
Hilltop Wealth Advisors, LLC
N/A—399-399-100%$231.8K———
Norris Financial Group, LLC
N/A—393-393-100%$228.3K———
NerdWallet Wealth Partners, LLC
N/A—393-393-100%$228.3K———
Evernest Financial Advisors, LLC
N/A—393-393-100%$228.3K———
Koss-Olinger Consulting, LLC
N/A—390-390-100%$226.6K———
WealthCollab, LLC
N/A—385-385-100%$223.7K———
Cornerstone Financial Group, LLC
N/A—380-380-100%$220.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—379-379-100%$220.2K———
Balanced Rock Investment Advisors LLC
N/A—377-377-100%$219.0K———
Rollins Financial Advisors, LLC
N/A—376-376-100%$218.4K———
Massar Capital Management, LP
N/A—372-372-100%$216.1K———
5T Wealth, LLC
N/A—372-372-100%$216.1K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—368-368-100%$213.8K———
Topsail Wealth Management, LLC
N/A—364-364-100%$211.5K———
Veridan Wealth LLC
N/A—363-363-100%$210.9K———
Financial Gravity Companies, Inc.
N/A—363-363-100%$210.9K———
Arcadia Wealth Management, Inc.
N/A—361-361-100%$209.7K———
OneAscent Investment Solutions LLC
N/A—360-360-100%$209.1K———
Evergreen Wealth Partners LLC
N/A—353-353-100%$205.1K———
Bolthouse Investments, LLC
N/A—350-350-100%$203.3K———
Steelhead Wealth Management LLC
N/A—347-347-100%$201.0K———
O'rourke & Company, Inc
N/A—345-345-100%$200.6K———
Abound Financial, LLC
N/A—344-344-100%$199.8K———
Caitlin John, LLC
N/A—338-338-100%$196.3K———
Raffa Wealth Management, LLC
N/A—313-313-100%$181.8K———
HFM Investment Advisors, LLC
N/A—312-312-100%$181.2K———
Centiva Capital, LP
N/A—295-295-100%$171.4K———
Beaird Harris Wealth Management, LLC
N/A—292-292-100%$169.4K———
Security National Bank of SO DAK
N/A—270-270-100%$156.8K———
Pinney & Scofield, Inc.
N/A—262-262-100%$152.2K———
Cornerstone Financial Management LLC
N/A—256-256-100%$148.7K———
HighMark Wealth Management LLC
N/A—236-236-100%$137.1K———
Tiaa Trust, National Association
N/A—235-235-100%$136.5K———
Ankerstar Wealth, LLC
N/A—206-206-100%$119.7K———
Stelac Advisory Services LLC
N/A—204-204-100%$118.5K———
NCP Inc.
N/A—200-200-100%$116.2K———
Chelsea Counsel Co
N/A—200-200-100%$116.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—190-190-100%$110.4K———
TD Capital Management LLC
N/A—190-190-100%$110.4K———
Security National Bank of Sioux City Iowa
N/A—185-185-100%$107.5K———
Basepoint Wealth LLC
N/A—183-183-100%$106.3K———
Graney & King, LLC
N/A—181-181-100%$105.1K———
1248 Management, LLC
N/A—172-172-100%$99.9K———
Ogorek Anthony Joseph
N/A—171-171-100%$99.0K———
RiverPark Advisors, LLC
N/A—168-168-100%$97.6K———
Manning & Napier Advisors LLC
N/A—157-157-100%$84.7K———
Osterweis Capital Management Inc
N/A—150-150-100%$87.1K———
Clal Insurance Enterprises Holdings Ltd
N/A—140-140-100%$81.0K———
Marshall Investment Management, LLC
N/A—134-134-100%$77.8K———
Palouse Capital Management, Inc.
N/A—127-127-100%$73.8K———
Bravera Wealth
N/A—114-114-100%$66.2K———
Uniplan Investment Counsel, Inc.
N/A—102-102-100%$59.4K———
C M Bidwell & Associates LTD
N/A—100-100-100%$58.1K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$58.1K———
FWL Investment Management, LLC
N/A—97-97-100%$56.3K———
BOK Financial Private Wealth, Inc.
N/A—92-92-100%$53.4K———
Atomic Invest LLC
N/A—92-92-100%$49.8K———
Mpwm Advisory Solutions, LLC
N/A—90-90-100%$52.3K———
JDM Financial Group LLC
N/A—89-89-100%$51.7K———
Luminist Capital LLC
N/A—79-79-100%$13.9K———
Hamrick Investment Counsel, llc
N/A—69-69-100%$40.1K———
Capula Management Ltd
N/A—68-68-100%$39.5K———
1 North Wealth Services LLC
N/A—65-65-100%$37.8K———
Minot DeBlois Advisors LLC
N/A—55-55-100%$32.0K———
Investors Portfolio Services LLC
N/A—53-53-100%$30.5K———
Cbiz Investment Advisory Services, LLC
N/A—50-50-100%$10.2K———
Bruce G. Allen Investments, LLC
N/A—49-49-100%$28.5K———
Proffitt & Goodson Inc
N/A—42-42-100%$24.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—40-40-100%$23.2K———
BLI - Banque de Luxembourg Investments
N/A—40-40-100%$21.6K———
Harborfront Financial Group LLC
N/A—30-30-100%$17.4K———
WHI Trust Co LLC
N/A—25-25-100%$14.5K———
Bellevue Asset Management, LLC
N/A—25-25-100%$14.5K———
Bard Associates Inc
N/A—22-22-100%$12.8K———
Mizuho Financial Group Inc
N/A—20-20-100%$11.6K———
LGT Financial Advisors LLC
N/A—16-16-100%$9.3K———
Copia Wealth Management
N/A—16-16-100%$9.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—15-15-100%$8.7K———
XP Advisory US, Inc.
N/A—12-12-100%$7.0K———
Core Capital Management & Research, inc.
N/A—11-11-100%$5.2K———
Seneschal Advisors, LLC
N/A—9-9-100%$5.2K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—6-6-100%$3.5K———
Leo H. Evart, Inc.
N/A—6-6-100%$3.5K———
Front Row Advisors LLC
N/A—3-3-100%$1.4K———
Timbuktu Capital Management, LLC
N/A—2-2-100%$1.2K———
Ross\johnson & Associates LLC
N/A—2-2-100%$1.2K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—1-1-100%$581———
Showing 4213 of 4213 institutions