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Allstate Corp (ALL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares8,274,366 from 8,158,947
Change+115,419 (+1%)
Value$1.8B (-$102.1M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares3,969,901 from 4,239,087
Change-269,186 (-6%)
Value$880.8M (-$127.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,250,738 from 3,071,488
Change+179,250 (+6%)
Value$721.3M (-$9.6M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares1,705,131 from 1,788,200
Change-83,069 (-5%)
Value$378.3M (-$47.2M)
Filed 2026-11-05
Amundi
INCREASED
Shares1,511,650 from 1,041,343
Change+470,307 (+45%)
Value$335.4M (+$87.6M)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares1,477,902 from 1,516,509
Change-38,607 (-3%)
Value$327.9M (-$33.0M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares1,195,101 from 1,212,247
Change-17,146 (-1%)
Value$265.1M (-$23.3M)
Filed 2026-10-20
Swedbank AB
DECREASED
Shares984,034 from 1,357,369
Change-373,335 (-27%)
Value$218.3M (-$104.7M)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
INCREASED
Shares960,293 from 178,876
Change+781,417 (+437%)
Value$216.4K (+$179.4K)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares668,492 from 632,615
Change+35,877 (+6%)
Value$148.3M (-$2.2M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares659,135 from 329,165
Change+329,970 (+100%)
Value$146.2M (+$67.9M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares579,762 from 510,053
Change+69,709 (+14%)
Value$128.6M (+$7.3M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares579,182 from 595,342
Change-16,160 (-3%)
Value$128.5M (-$13.2M)
Filed 2026-10-29
KBC Group NV
INCREASED
Shares442,301 from 265,185
Change+177,116 (+67%)
Value$98.1M (+$35.0M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares439,548 from 369,307
Change+70,241 (+19%)
Value$97.5M (+$7.7M)
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares437,434 from 629,394
Change-191,960 (-30%)
Value$97.2M (-$52.8M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares409,451 from 413,099
Change-3,648 (-1%)
Value$90.8M (-$7.5M)
Filed 2026-11-06
Virginia Retirement Systems ET Al
INCREASED
Shares365,300 from 243,600
Change+121,700 (+50%)
Value$81.0M (+$23.1M)
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares360,829 from 372,410
Change-11,581 (-3%)
Value$80.1M (-$8.6M)
Filed 2026-11-06
Vest Financial, LLC
INCREASED
Shares325,545 from 299,585
Change+25,960 (+9%)
Value$72.2M (+$942.2K)
Filed 2026-10-21
Principal Financial Group Inc
DECREASED
Shares292,348 from 322,304
Change-29,956 (-9%)
Value$64.9M (-$11.8M)
Filed 2026-11-02
Pictet Asset Management Holding SA
DECREASED
Shares289,561 from 311,981
Change-22,420 (-7%)
Value$64.2M (-$10.0M)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares271,758 from 374,144
Change-102,386 (-27%)
Value$60.3M (-$28.7M)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares269,722 from 306,755
Change-37,033 (-12%)
Value$59.8M (-$13.1M)
Filed 2026-10-30
SEB Asset Management AB
DECREASED
Shares267,713 from 287,334
Change-19,621 (-7%)
Value$59.4M (-$9.0M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares262,728
Change+262,728
Value$58.3M
Filed 2026-10-16
Vaughan David Investments LLC
DECREASED
Shares261,806 from 262,186
Change-380 (0%)
Value$58.1M (-$4.3M)
Filed 2026-11-05
Aberdeen Group plc
INCREASED
Shares261,576 from 255,944
Change+5,632 (+2%)
Value$58.0M (-$2.9M)
Filed 2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares248,115 from 295,636
Change-47,521 (-16%)
Value$55.0M (-$15.3M)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares246,736 from 207,997
Change+38,739 (+19%)
Value$55.4M (+$4.8M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares229,585 from 117,466
Change+112,119 (+95%)
Value$50.9M (+$23.0M)
Filed 2026-10-15
New York State Teachers Retirement System
DECREASED
Shares223,485 from 232,114
Change-8,629 (-4%)
Value$49.6M (-$5.6M)
Filed 2026-10-22
Kornitzer Capital Management Inc
DECREASED
Shares220,634 from 223,174
Change-2,540 (-1%)
Value$48.9M (-$4.2M)
Filed 2026-11-03
Parnassus Investments, LLC
DECREASED
Shares218,020 from 232,727
Change-14,707 (-6%)
Value$48.4M (-$7.0M)
Filed 2026-10-22
Meyer Handelman Co
INCREASED
Shares217,218 from 216,399
Change+819 (+0%)
Value$48.2M (-$3.3M)
Filed 2026-10-28
AMF Tjanstepension AB
UNCHANGED
Shares203,131 from 203,131
Change0 (0%)
Value$45.1M (-$3.3M)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares190,829 from 188,575
Change+2,254 (+1%)
Value$42.3M (-$2.5M)
Filed 2026-11-05
Wilsey Asset Management Inc
INCREASED
Shares190,306 from 189,133
Change+1,173 (+1%)
Value$42.2M (-$2.8M)
Filed 2026-10-21
Oslo Pensjonsforsikring AS
INCREASED
Shares157,001 from 156,841
Change+160 (+0%)
Value$34.8M (-$2.5M)
Filed 2026-10-15
Markel Group Inc.
UNCHANGED
Shares154,550 from 154,550
Change0 (0%)
Value$34.3M (-$2.5M)
Filed 2026-10-30
Candriam S.C.A.
DECREASED
Shares145,845 from 170,333
Change-24,488 (-14%)
Value$32.5M (-$8.0M)
Filed 2026-11-03
Glenview Trust Co
INCREASED
Shares141,987 from 141,710
Change+277 (+0%)
Value$31.5M (-$2.2M)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares140,672
Change+140,672
Value$31.2M
Filed 2026-10-30
Creative Planning
INCREASED
Shares139,363 from 136,521
Change+2,842 (+2%)
Value$30.9M (-$1.6M)
Filed 2026-11-02
MacKenzie Financial Corp
DECREASED
Shares137,184 from 212,075
Change-74,891 (-35%)
Value$30.4M (-$20.0M)
Filed 2026-11-02
Illinois Municipal Retirement Fund
INCREASED
Shares130,125 from 126,902
Change+3,223 (+3%)
Value$28.9M (-$1.3M)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED
Shares127,893 from 50,104
Change+77,789 (+155%)
Value$28.4M (+$16.5M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares120,840 from 96,836
Change+24,004 (+25%)
Value$26.8M (+$3.8M)
Filed 2026-11-03
One Way Holdings LLC
INCREASED
Shares119,980 from 112,215
Change+7,765 (+7%)
Value$26.6M (-$81.6K)
Filed 2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares117,039 from 117,733
Change-694 (-1%)
Value$26.0M (-$2.0M)
Filed 2026-10-15
Asset Management One Co., Ltd.
INCREASED
Shares115,900 from 113,851
Change+2,049 (+2%)
Value$25.7M (-$1.4M)
Filed 2026-10-27
Nisa Investment Advisors, LLC
INCREASED
Shares113,481 from 104,475
Change+9,006 (+9%)
Value$25.3M (+$329.6K)
Filed 2026-10-20
Keybank National Association
DECREASED
Shares112,811 from 118,433
Change-5,622 (-5%)
Value$25.0M (-$3.2M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares106,740 from 128,617
Change-21,877 (-17%)
Value$23.7M (-$6.9M)
Filed 2026-10-30
Dana Investment Advisors, Inc.
DECREASED
Shares101,643 from 106,757
Change-5,114 (-5%)
Value$22.6M (-$2.9M)
Filed 2026-11-06
Midwest Trust Co
DECREASED
Shares101,512 from 103,102
Change-1,590 (-2%)
Value$22.5M (-$2.0M)
Filed 2026-10-22
King Luther Capital Management Corp
DECREASED
Shares99,121 from 101,003
Change-1,882 (-2%)
Value$22.0M (-$2.0M)
Filed 2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED
Shares97,700 from 130,800
Change-33,100 (-25%)
Value$21.7M (-$9.4M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares96,270 from 100,874
Change-4,604 (-5%)
Value$21.4M (-$2.6M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
DECREASED
Shares95,740 from 115,156
Change-19,416 (-17%)
Value$21.2M (-$6.2M)
Filed 2026-10-16
Calamos Advisors LLC
INCREASED
Shares95,578 from 93,646
Change+1,932 (+2%)
Value$21.2M (-$1.1M)
Filed 2026-11-02
F&V Capital Management, LLC
INCREASED
Shares88,496 from 88,346
Change+150 (+0%)
Value$19.6M (-$1.4M)
Filed 2026-10-19
Segment Wealth Management, LLC
DECREASED
Shares87,336 from 89,061
Change-1,725 (-2%)
Value$19.4M (-$1.8M)
Filed 2026-10-26
Associated Banc-Corp
DECREASED
Shares87,200 from 105,657
Change-18,457 (-17%)
Value$19.3M (-$5.8M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares84,602 from 87,978
Change-3,376 (-4%)
Value$18.8M (-$2.2M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
DECREASED
Shares83,898 from 84,016
Change-118 (0%)
Value$18.6M (-$1.4M)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares76,924 from 67,931
Change+8,993 (+13%)
Value$17.1M (+$902.9K)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares75,583 from 75,583
Change0 (0%)
Value$16.8M (-$1.2M)
Filed 2026-10-08
CIBC Asset Management Inc
DECREASED
Shares75,510 from 77,817
Change-2,307 (-3%)
Value$16.8M (-$1.8M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares74,351 from 71,135
Change+3,216 (+5%)
Value$16.5M (-$430.3K)
Filed 2026-11-03
Czech National Bank
DECREASED
Shares72,652 from 73,272
Change-620 (-1%)
Value$16.1M (-$1.3M)
Filed 2026-10-13
Gradient Investments LLC
INCREASED
Shares72,510 from 70,427
Change+2,083 (+3%)
Value$16.1M (-$670.4K)
Filed 2026-10-08
Arizona State Retirement System
DECREASED
Shares71,255 from 71,653
Change-398 (-1%)
Value$15.8M (-$1.2M)
Filed 2026-11-03
Nykredit A/S
DECREASED
Shares70,646 from 77,052
Change-6,406 (-8%)
Value$15.7M (-$2.7M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares66,705 from 79,419
Change-12,714 (-16%)
Value$14.8M (-$4.1M)
Filed 2026-11-05
GW Henssler & Associates LTD
DECREASED
Shares66,623 from 121,091
Change-54,468 (-45%)
Value$14.8M (-$14.0M)
Filed 2026-10-26
State of Michigan Retirement System
DECREASED
Shares63,489 from 65,889
Change-2,400 (-4%)
Value$14.1M (-$1.6M)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares63,429 from 56,396
Change+7,033 (+12%)
Value$14.1M (+$653.5K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares62,991 from 61,418
Change+1,573 (+3%)
Value$15.0M (+$374.3K)
Filed 2026-11-06
IFM Investors Pty Ltd
INCREASED
Shares61,717 from 57,017
Change+4,700 (+8%)
Value$13.7M (+$125.9K)
Filed 2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares60,280 from 62,840
Change-2,560 (-4%)
Value$13.4M (-$1.6M)
Filed 2026-10-19
ProShare Advisors LLC
DECREASED
Shares60,004 from 62,018
Change-2,014 (-3%)
Value$13.3M (-$1.4M)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares55,865 from 56,857
Change-992 (-2%)
Value$12.4M (-$1.1M)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
DECREASED
Shares55,692 from 58,598
Change-2,906 (-5%)
Value$12.4M (-$1.6M)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares54,330 from 68,406
Change-14,076 (-21%)
Value$12.1M (-$4.2M)
Filed 2026-10-14
Bokf, NA
DECREASED
Shares54,074 from 57,617
Change-3,543 (-6%)
Value$12.0M (-$1.7M)
Filed 2026-10-27
Retirement Systems of Alabama
DECREASED
Shares53,027 from 54,078
Change-1,051 (-2%)
Value$11.8M (-$1.1M)
Filed 2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares51,946 from 51,946
Change0 (0%)
Value$11.5M (-$835.3K)
Filed 2026-10-30
Natixis
INCREASED
Shares51,681 from 5,886
Change+45,795 (+778%)
Value$11.5M (+$10.1M)
Filed 2026-11-06
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares51,145 from 51,440
Change-295 (-1%)
Value$11.3M (-$892.6K)
Filed 2026-10-23
Raiffeisen Bank International AG
INCREASED
Shares50,385 from 33,541
Change+16,844 (+50%)
Value$11.4M (+$3.3M)
Filed 2026-10-28
Nemes Rush Group LLC
INCREASED
Shares49,667 from 49,591
Change+76 (+0%)
Value$11.0M (-$780.6K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares49,021 from 52,176
Change-3,155 (-6%)
Value$10.9M (-$1.5M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares48,597 from 42,236
Change+6,361 (+15%)
Value$10.8M (+$732.1K)
Filed 2026-11-04
OP Asset Management Ltd
INCREASED
Shares47,616 from 37,908
Change+9,708 (+26%)
Value$10.6M (+$1.5M)
Filed 2026-11-05
Daiwa Securities Group Inc.
DECREASED
Shares46,925 from 72,500
Change-25,575 (-35%)
Value$10.4M (-$6.8M)
Filed 2026-10-29
Buck Wealth Strategies, LLC
DECREASED
Shares46,520 from 48,892
Change-2,372 (-5%)
Value$10.3M (-$1.3M)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares46,161 from 47,730
Change-1,569 (-3%)
Value$10.2M (-$1.1M)
Filed 2026-10-26
Rakuten Investment Management, Inc.
NEW
Shares45,681
Change+45,681
Value$10.3M
Filed 2026-10-30
Vontobel Holding Ltd.
DECREASED
Shares45,290 from 45,735
Change-445 (-1%)
Value$10.0M (-$834.1K)
Filed 2026-10-16
Amalgamated Bank
DECREASED
Shares45,182 from 47,177
Change-1,995 (-4%)
Value$10.0M (-$1.2M)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED
Shares42,986 from 43,045
Change-59 (0%)
Value$9.5M (-$705.0K)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares42,944 from 40,204
Change+2,740 (+7%)
Value$9.5M (-$38.6K)
Filed 2026-10-20
Fisher Funds Management LTD
UNCHANGED
Shares42,694 from 42,694
Change0 (0%)
Value$9.5M (-$686.5K)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
DECREASED
Shares42,266 from 57,815
Change-15,549 (-27%)
Value$9.4M (-$4.4M)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares42,243 from 41,971
Change+272 (+1%)
Value$9.4M (-$614.7K)
Filed 2026-10-23
Gateway Investment Advisers LLC
INCREASED
Shares41,545 from 32,361
Change+9,184 (+28%)
Value$9.2M (+$1.5M)
Filed 2026-10-13
Carret Asset Management, LLC
DECREASED
Shares41,033 from 41,693
Change-660 (-2%)
Value$9.1M (-$816.9K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares38,553 from 36,412
Change+2,141 (+6%)
Value$8.6M (-$147.7K)
Filed 2026-11-04
Mutual of America Capital Management LLC
DECREASED
Shares38,080 from 38,779
Change-699 (-2%)
Value$8.4M (-$778.6K)
Filed 2026-10-23
New York Life Investment Management LLC
DECREASED
Shares37,600 from 38,342
Change-742 (-2%)
Value$8.3M (-$781.2K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares37,302 from 33,550
Change+3,752 (+11%)
Value$8.3M (+$293.0K)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
DECREASED
Shares35,779 from 35,842
Change-63 (0%)
Value$7.9M (-$590.4K)
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares35,491
Change+35,491
Value$7.9M
Filed 2026-10-29
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares35,411 from 62,958
Change-27,547 (-44%)
Value$7.9M (-$7.1M)
Filed 2026-10-30
Eulav Asset Management
INCREASED
Shares35,015 from 20,100
Change+14,915 (+74%)
Value$7.8M (+$3.0M)
Filed 2026-10-23
Viking Fund Management LLC
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$7.8M (-$562.8K)
Filed 2026-10-14
Alps Advisors Inc
INCREASED
Shares34,601 from 28,305
Change+6,296 (+22%)
Value$7.7M (+$941.7K)
Filed 2026-11-03
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares34,235 from 41,707
Change-7,472 (-18%)
Value$7.6M (-$2.3M)
Filed 2026-10-30
S-Bank Fund Management Ltd
INCREASED
Shares33,636 from 33,557
Change+79 (+0%)
Value$7.5M (-$522.1K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares32,967 from 25,211
Change+7,756 (+31%)
Value$7.3M (+$1.3M)
Filed 2026-11-06
Asset Planning,Inc
DECREASED
Shares31,597 from 31,776
Change-179 (-1%)
Value$10.9M (-$484.3K)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
DECREASED
Shares31,301 from 39,573
Change-8,272 (-21%)
Value$6.9M (-$2.5M)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares31,100 from 21,821
Change+9,279 (+43%)
Value$6.9M (+$1.7M)
Filed 2026-10-16
Oregon Public Employees Retirement Fund
DECREASED
Shares31,078 from 31,695
Change-617 (-2%)
Value$6.9M (-$646.5K)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares31,040 from 14,578
Change+16,462 (+113%)
Value$6.9M (+$3.4M)
Filed 2026-10-28
UniSuper Management Pty Ltd
INCREASED
Shares30,996 from 28,896
Change+2,100 (+7%)
Value$6.9M (+$1.3K)
Filed 2026-10-26
Leeward Investments, LLC - MA
DECREASED
Shares30,469 from 30,790
Change-321 (-1%)
Value$6.8M (-$566.3K)
Filed 2026-10-23
ABN Amro Investment Solutions
INCREASED
Shares29,408 from 15,526
Change+13,882 (+89%)
Value$6.5M (+$2.8M)
Filed 2026-10-21
BG Investment Services, LLC
NEW
Shares29,301
Change+29,301
Value$6.5M
Filed 2026-10-23
Benin Management Corp
DECREASED
Shares29,271 from 29,696
Change-425 (-1%)
Value$6.5M (-$571.8K)
Filed 2026-10-22
Yousif Capital Management, LLC
DECREASED
Shares29,220 from 29,557
Change-337 (-1%)
Value$6.5M (-$550.0K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
DECREASED
Shares28,644 from 29,553
Change-909 (-3%)
Value$6.4M (-$676.9K)
Filed 2026-10-05
Venture Visionary Partners LLC
INCREASED
Shares28,539 from 26,751
Change+1,788 (+7%)
Value$6.3M (-$33.4K)
Filed 2026-10-07
Patton Albertson Miller Group, LLC
INCREASED
Shares28,049 from 25,257
Change+2,792 (+11%)
Value$6.2M (+$213.2K)
Filed 2026-10-26
Sterling Capital Management LLC
INCREASED
Shares27,874 from 22,394
Change+5,480 (+24%)
Value$6.2M (+$855.7K)
Filed 2026-10-22
Hudson Edge Investment Partners Inc.
DECREASED
Shares27,628 from 32,785
Change-5,157 (-16%)
Value$6.1M (-$1.7M)
Filed 2026-10-28
Burney Co/
DECREASED
Shares27,374 from 27,376
Change-2 (0%)
Value$6.1M (-$440.6K)
Filed 2026-10-15
Butensky & Cohen Financial Security, Inc
DECREASED
Shares27,213 from 28,797
Change-1,584 (-5%)
Value$6.0M (-$814.5K)
Filed 2026-10-13
Avanza Fonder AB
INCREASED
Shares26,051 from 25,694
Change+357 (+1%)
Value$5.8M (-$334.0K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares25,592 from 25,632
Change-40 (0%)
Value$5.7M (-$421.2K)
Filed 2026-11-06
William B. Walkup & Associates, Inc.
INCREASED
Shares25,396 from 24,684
Change+712 (+3%)
Value$5.6M (-$239.0K)
Filed 2026-11-05
Principle Wealth Partners LLC
UNCHANGED
Shares25,159 from 25,159
Change0 (0%)
Value$5.6M (-$404.5K)
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
NEW
Shares24,322
Change+24,322
Value$5.4M
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares24,201 from 23,373
Change+828 (+4%)
Value$5.4M (-$250.5K)
Filed 2026-10-16
State of Alaska, Department of Revenue
DECREASED
Shares23,952 from 25,223
Change-1,271 (-5%)
Value$5.3M (-$688.0K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares23,602 from 24,418
Change-816 (-3%)
Value$5.2M (-$573.5K)
Filed 2026-11-06
Trust Co of Vermont
DECREASED
Shares23,556 from 23,674
Change-118 (0%)
Value$5.2M (-$406.9K)
Filed 2026-10-21
Bailard, Inc.
DECREASED
Shares23,021 from 23,022
Change-1 (0%)
Value$5.1M (-$370.2K)
Filed 2026-10-13
Cohen Klingenstein LLC
DECREASED
Shares22,081 from 23,329
Change-1,248 (-5%)
Value$4.9M (-$652.0K)
Filed 2026-10-15
Ritholtz Wealth Management
INCREASED
Shares21,916 from 17,220
Change+4,696 (+27%)
Value$4.9M (+$765.0K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares21,415 from 9,450
Change+11,965 (+127%)
Value$5.1M (+$2.7M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares21,415 from 9,450
Change+11,965 (+127%)
Value$5.1M (+$2.7M)
Filed 2026-10-20
Novem Group
DECREASED
Shares21,137 from 22,128
Change-991 (-4%)
Value$4.7M (-$575.8K)
Filed 2026-10-19
Leuthold Group, LLC
INCREASED
Shares20,953 from 19,112
Change+1,841 (+10%)
Value$4.6M (+$101.1K)
Filed 2026-11-04
LMG Wealth Partners, LLC
INCREASED
Shares20,950 from 20,894
Change+56 (+0%)
Value$4.6M (-$323.6K)
Filed 2026-11-05
Sarasin & Partners LLP
NEW
Shares20,800
Change+20,800
Value$4.6M
Filed 2026-10-13
Park Avenue Securities LLC
DECREASED
Shares20,774 from 21,020
Change-246 (-1%)
Value$4.6M (-$393.0K)
Filed 2026-10-26
111 Capital
INCREASED
Shares20,675 from 1,096
Change+19,579 (+1786%)
Value$4.6M (+$4.3M)
Filed 2026-11-03
Gulf International Bank (UK) Ltd
UNCHANGED
Shares19,865 from 19,865
Change0 (0%)
Value$4.4M (-$319.0K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares19,740 from 17,724
Change+2,016 (+11%)
Value$4.4M (+$162.2K)
Filed 2026-10-21
Uncommon Cents Investing Inc
DECREASED
Shares19,220 from 19,385
Change-165 (-1%)
Value$4.3M (-$348.3K)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares19,012 from 300,037
Change-281,025 (-94%)
Value$4.2M (-$67.2M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares18,894 from 22,019
Change-3,125 (-14%)
Value$4.2M (-$1.0M)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares18,452 from 18,834
Change-382 (-2%)
Value$4.1M (-$387.6K)
Filed 2026-10-05
Heritage Wealth Management, Inc.
DECREASED
Shares18,054 from 18,268
Change-214 (-1%)
Value$4.0M (-$341.2K)
Filed 2026-10-28
Generali Asset Management SPA SGR
INCREASED
Shares17,948 from 17,008
Change+940 (+6%)
Value$4.0M (-$64.9K)
Filed 2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares17,827 from 12,168
Change+5,659 (+47%)
Value$4.0M (+$1.1M)
Filed 2026-10-26
Thrive Capital Management, LLC
NEW
Shares17,799
Change+17,799
Value$3.9M
Filed 2026-10-28
Quartz Partners, LLC
INCREASED
Shares17,633 from 2,095
Change+15,538 (+742%)
Value$3.9M (+$3.4M)
Filed 2026-11-03
Alexander Randolph Advisory, Inc.
DECREASED
Shares17,616 from 17,739
Change-123 (-1%)
Value$3.9M (-$312.5K)
Filed 2026-11-04
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares17,578 from 18,225
Change-647 (-4%)
Value$3.9M (-$436.6K)
Filed 2026-10-21
Orange Investment Advisors, Inc.
INCREASED
Shares17,532 from 12,541
Change+4,991 (+40%)
Value$3.9M (+$905.7K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
DECREASED
Shares17,142 from 28,320
Change-11,178 (-39%)
Value$3.7M (-$233.0K)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
INCREASED
Shares17,049 from 16,679
Change+370 (+2%)
Value$3.8M (-$186.1K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares16,978 from 18,478
Change-1,500 (-8%)
Value$3.8M (-$630.0K)
Filed 2026-10-28
Hohimer Wealth Management, LLC
INCREASED
Shares16,763 from 16,146
Change+617 (+4%)
Value$3.7M (-$122.6K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares16,679 from 12,356
Change+4,323 (+35%)
Value$3.8M (+$774.4K)
Filed 2026-10-13
iA Global Asset Management Inc.
DECREASED
Shares16,272 from 17,441
Change-1,169 (-7%)
Value$3.6M (-$540.0K)
Filed 2026-10-29
Moody Aldrich Partners LLC
NEW
Shares16,190
Change+16,190
Value$3.6M
Filed 2026-10-27
Lynx Capital Group LTD
DECREASED
Shares16,173 from 16,184
Change-11 (0%)
Value$3.6M (-$262.9K)
Filed 2026-11-04
Maryland State Retirement & Pension System
INCREASED
Shares15,600 from 13,752
Change+1,848 (+13%)
Value$3.5M (+$188.9K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares15,123 from 15,741
Change-618 (-4%)
Value$3.4M (-$390.2K)
Filed 2026-11-06
OFI Invest Asset Management
NEW
Shares15,071
Change+15,071
Value$2.9M
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares15,034 from 14,863
Change+171 (+1%)
Value$3.3M (-$201.2K)
Filed 2026-11-06
Bdf-Gestion
DECREASED
Shares15,024 from 16,930
Change-1,906 (-11%)
Value$3.3M (-$1.7M)
Filed 2026-10-19
Argyle Capital Management, LLC
DECREASED
Shares14,990 from 15,070
Change-80 (-1%)
Value$3.3M (-$260.1K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares14,870 from 7,924
Change+6,946 (+88%)
Value$3.3M (+$1.4M)
Filed 2026-11-04
Peddock Capital Advisors, LLC
DECREASED
Shares14,714 from 14,841
Change-127 (-1%)
Value$3.3M (-$266.7K)
Filed 2026-10-16
Sowell Financial Services LLC
DECREASED
Shares14,311 from 14,315
Change-4 (0%)
Value$3.2M (-$230.9K)
Filed 2026-10-23
Nilsine Partners, LLC
DECREASED
Shares14,127 from 14,347
Change-220 (-2%)
Value$3.1M (-$279.5K)
Filed 2026-11-02
Kenora Financial, LLC
DECREASED
Shares14,046 from 14,265
Change-219 (-2%)
Value$3.1M (-$278.0K)
Filed 2026-10-20
Providence Wealth Advisors, LLC
INCREASED
Shares13,887 from 13,841
Change+46 (+0%)
Value$3.1M (-$318.4K)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares13,879 from 13,514
Change+365 (+3%)
Value$3.1M (-$136.3K)
Filed 2026-10-14
SVB Wealth LLC
DECREASED
Shares13,790 from 14,332
Change-542 (-4%)
Value$3.1M (-$350.8K)
Filed 2026-11-06
Insight Inv LLC
INCREASED
Shares13,682 from 13,638
Change+44 (+0%)
Value$3.0M (-$209.5K)
Filed 2026-10-27
Hartford Investment Management Co
DECREASED
Shares13,630 from 14,333
Change-703 (-5%)
Value$3.0M (-$386.4K)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares13,339 from 13,593
Change-254 (-2%)
Value$3.0M (-$274.9K)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares13,313 from 12,046
Change+1,267 (+11%)
Value$3.0M (+$86.3K)
Filed 2026-10-30
Hennessy Advisors Inc
UNCHANGED
Shares13,300 from 13,300
Change0 (0%)
Value$3.0M (-$213.9K)
Filed 2026-10-28
KCM Investment Advisors LLC
DECREASED
Shares13,179 from 13,236
Change-57 (0%)
Value$2.9M (-$225.6K)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares12,934 from 12,934
Change0 (0%)
Value$2.9M (-$208.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares12,852 from 13,049
Change-197 (-2%)
Value$2.9M (-$254.0K)
Filed 2026-10-08
Apollon Wealth Management, LLC
INCREASED
Shares12,817 from 8,752
Change+4,065 (+46%)
Value$2.8M (+$761.1K)
Filed 2026-10-23
Nikulski Financial, Inc.
DECREASED
Shares12,620 from 13,155
Change-535 (-4%)
Value$2.8M (-$330.2K)
Filed 2026-11-06
Davis Capital Management
DECREASED
Shares12,602 from 13,247
Change-645 (-5%)
Value$2.8M (-$356.1K)
Filed 2026-10-08
Praxis Investment Management Inc
UNCHANGED
Shares12,509 from 12,509
Change0 (0%)
Value$2.8M (-$201.0K)
Filed 2026-11-03
Louisiana State Employees Retirement System
DECREASED
Shares12,400 from 13,200
Change-800 (-6%)
Value$2.8M (-$389.7K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares12,392 from 12,021
Change+371 (+3%)
Value$2.7K (-$2.9M)
Filed 2026-10-02
D.A. Davidson & Co.
DECREASED
Shares12,256 from 22,939
Change-10,683 (-47%)
Value$2.7M (-$2.7M)
Filed 2026-10-28
Sawyer & Company, Inc
DECREASED
Shares12,125 from 12,211
Change-86 (-1%)
Value$2.7M (-$215.4K)
Filed 2026-10-21
Grandfield & Dodd, LLC
DECREASED
Shares12,032 from 12,532
Change-500 (-4%)
Value$2.7M (-$312.4K)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares11,915 from 12,115
Change-200 (-2%)
Value$2.6M (-$240.0K)
Filed 2026-10-22
Live Oak Investment Partners
INCREASED
Shares11,767 from 11,701
Change+66 (+1%)
Value$2.6M (-$173.5K)
Filed 2026-10-23
AGF Management LTD
DECREASED
Shares11,598 from 17,716
Change-6,118 (-35%)
Value$2.6M (-$1.6M)
Filed 2026-11-03
Cookson Peirce & Co Inc
INCREASED
Shares11,193 from 9,676
Change+1,517 (+16%)
Value$2.5M (+$181.0K)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
DECREASED
Shares11,152 from 11,612
Change-460 (-4%)
Value$2.5M (-$288.8K)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares10,864 from 20,556
Change-9,692 (-47%)
Value$2.4M (-$2.5M)
Filed 2026-10-21
Neumann Capital Management, LLC
NEW
Shares10,636
Change+10,636
Value$2.4M
Filed 2026-10-15
Wakefield Asset Management Lllp
INCREASED
Shares10,385 from 10,344
Change+41 (+0%)
Value$2.3M (-$157.5K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
INCREASED
Shares10,326 from 10,260
Change+66 (+1%)
Value$2.3M (-$150.3K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
DECREASED
Shares10,220 from 10,244
Change-24 (0%)
Value$2.3M (-$170.1K)
Filed 2026-11-05
Aegon Asset Management UK PLC
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$2.3M (-$164.0K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares10,138 from 9,897
Change+241 (+2%)
Value$2.2M (-$105.7K)
Filed 2026-11-03
Forum Financial Management, LP
DECREASED
Shares10,067 from 10,796
Change-729 (-7%)
Value$2.2M (-$335.2K)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
DECREASED
Shares10,051 from 11,337
Change-1,286 (-11%)
Value$2.2M (-$467.6K)
Filed 2026-10-21
Bank & Trust Co
UNCHANGED
Shares9,992 from 9,992
Change0 (0%)
Value$2.2M (-$160.7K)
Filed 2026-10-07
HCR Wealth Advisors
INCREASED
Shares9,986 from 9,969
Change+17 (+0%)
Value$2.2M (-$156.5K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares9,793 from 8,674
Change+1,119 (+13%)
Value$2.2M (+$108.8K)
Filed 2026-10-22
Caldwell Trust Co
UNCHANGED
Shares9,778 from 9,778
Change0 (0%)
Value$2.2M (-$157.2K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares9,754 from 9,423
Change+331 (+4%)
Value$2.2M (-$78.1K)
Filed 2026-10-08
Gilliland Jeter Wealth Management LLC
INCREASED
Shares9,726 from 9,625
Change+101 (+1%)
Value$2.2M (-$132.4K)
Filed 2026-10-28
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares9,700 from 9,802
Change-102 (-1%)
Value$2.2M (-$180.3K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares9,654 from 7,859
Change+1,795 (+23%)
Value$2.1M (+$271.7K)
Filed 2026-10-20
Patton Fund Management, Inc.
NEW
Shares9,622
Change+9,622
Value$2.1M
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares9,604 from 9,626
Change-22 (0%)
Value$2.1M (-$159.8K)
Filed 2026-10-27
Rezny Wealth Management, Inc.
INCREASED
Shares9,560 from 9,321
Change+239 (+3%)
Value$2.1M (-$96.9K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares9,535 from 9,380
Change+155 (+2%)
Value$2.1M (-$116.5K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares9,507 from 9,259
Change+248 (+3%)
Value$2.1M (-$93.9K)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares9,498 from 9,410
Change+88 (+1%)
Value$2.1M (-$131.8K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares9,450 from 9,777
Change-327 (-3%)
Value$2.1M (-$229.6K)
Filed 2026-11-04
Columbia Bank
DECREASED
Shares9,335 from 9,477
Change-142 (-1%)
Value$2.1M (-$183.9K)
Filed 2026-10-29
Central Trust Co
DECREASED
Shares9,144 from 9,704
Change-560 (-6%)
Value$2.0M (-$280.3K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
DECREASED
Shares9,116 from 9,848
Change-732 (-7%)
Value$2.0M (-$320.6K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares9,056 from 2,165
Change+6,891 (+318%)
Value$2.4M (+$1.8M)
Filed 2026-11-04
IVC Wealth Advisors LLC
DECREASED
Shares8,979 from 9,595
Change-616 (-6%)
Value$2.0M (-$290.9K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares8,840 from 7,278
Change+1,562 (+21%)
Value$2.0M (+$231.3K)
Filed 2026-10-28
Alpha Omega Wealth Management LLC
DECREASED
Shares8,801 from 9,107
Change-306 (-3%)
Value$2.0M (-$214.3K)
Filed 2026-10-23
E. Ohman J:or Asset Management AB
UNCHANGED
Shares8,782 from 8,782
Change0 (0%)
Value$1.9M (-$141.2K)
Filed 2026-10-22
LBP AM SA
DECREASED
Shares8,776 from 9,311
Change-535 (-6%)
Value$1.9M (-$268.4K)
Filed 2026-11-06
Sagespring Wealth Partners, LLC
INCREASED
Shares8,768 from 7,841
Change+927 (+12%)
Value$1.9M (+$79.4K)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares8,753 from 9,906
Change-1,153 (-12%)
Value$1.9M (-$415.1K)
Filed 2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED
Shares8,592 from 8,560
Change+32 (+0%)
Value$1.9M (-$130.5K)
Filed 2026-10-26
Lecap Asset Management LTD
NEW
Shares8,511
Change+8,511
Value$1.9M
Filed 2026-10-27
Little House Capital LLC
INCREASED
Shares8,296 from 8,197
Change+99 (+1%)
Value$1.8M (-$109.8K)
Filed 2026-11-06
Seven Hills Financial, LLC
NEW
Shares8,270
Change+8,270
Value$1.8M
Filed 2026-10-13
Oak Thistle LLC
NEW
Shares8,197
Change+8,197
Value$1.8M
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares8,091 from 6,569
Change+1,522 (+23%)
Value$1.8M (+$232.0K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares8,082 from 16,689
Change-8,607 (-52%)
Value$1.8M (-$2.2M)
Filed 2026-10-27
Leelyn Smith, LLC
DECREASED
Shares8,059 from 8,165
Change-106 (-1%)
Value$1.8M (-$154.9K)
Filed 2026-11-03
North Dakota State Investment Board
INCREASED
Shares8,038 from 7,753
Change+285 (+4%)
Value$1.8M (-$61.4K)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares7,999 from 7,569
Change+430 (+6%)
Value$1.8M (-$9.2K)
Filed 2026-11-03
Taylor Frigon Capital Management LLC
DECREASED
Shares7,872 from 7,982
Change-110 (-1%)
Value$1.7M (-$152.8K)
Filed 2026-10-23
Pflug Koory, LLC
DECREASED
Shares7,823 from 7,827
Change-4 (0%)
Value$1.7M (-$126.7K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares7,788 from 8,124
Change-336 (-4%)
Value$1.7M (-$205.2K)
Filed 2026-10-20
Welch & Forbes LLC
INCREASED
Shares7,779 from 6,645
Change+1,134 (+17%)
Value$1.7M (+$144.7K)
Filed 2026-11-04
Community Bank & Trust, Waco, Texas
INCREASED
Shares7,744 from 5,646
Change+2,098 (+37%)
Value$1.7M (+$375.0K)
Filed 2026-10-19
Quadrant Capital Group LLC
DECREASED
Shares7,713 from 7,773
Change-60 (-1%)
Value$1.8M (-$26.2K)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares7,669 from 8,246
Change-577 (-7%)
Value$1.7M (-$260.7K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares7,592 from 7,425
Change+167 (+2%)
Value$1.7M (-$82.3K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares7,536 from 8,058
Change-522 (-6%)
Value$1.7M (-$245.4K)
Filed 2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares7,476
Change+7,476
Value$1.7M
Filed 2026-10-09
Chicago Trust Co NA
INCREASED
Shares7,449 from 7,085
Change+364 (+5%)
Value$1.7M (-$33.2K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares7,403 from 6,671
Change+732 (+11%)
Value$1.9M (+$176.5K)
Filed 2026-10-27
Moors & Cabot, Inc.
DECREASED
Shares7,397 from 8,250
Change-853 (-10%)
Value$1.6M (-$321.9K)
Filed 2026-11-06
AMG National Trust Bank
DECREASED
Shares7,394 from 8,658
Change-1,264 (-15%)
Value$1.6M (-$419.7K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares7,325 from 7,063
Change+262 (+4%)
Value$1.7M (-$87.7K)
Filed 2026-10-09
Lifestyle Asset Management, Inc.
NEW
Shares7,198
Change+7,198
Value$1.6M
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,104 from 5,936
Change+1,168 (+20%)
Value$1.6M (+$163.7K)
Filed 2026-10-27
Paradigm Asset Management Co LLC
DECREASED
Shares7,100 from 7,800
Change-700 (-9%)
Value$1.6M (-$280.7K)
Filed 2026-11-05
Fulcrum Asset Management LLP
INCREASED
Shares7,004 from 1,144
Change+5,860 (+512%)
Value$1.6M (+$1.3M)
Filed 2026-11-04
Invera Wealth Advisors, LLC
DECREASED
Shares6,984 from 7,184
Change-200 (-3%)
Value$1.5M (-$159.9K)
Filed 2026-10-28
Convergence Investment Partners, LLC
DECREASED
Shares6,984 from 7,044
Change-60 (-1%)
Value$1.5M (-$126.6K)
Filed 2026-10-28
Abner Herrman & Brock LLC
INCREASED
Shares6,927 from 6,700
Change+227 (+3%)
Value$1.5M (-$57.0K)
Filed 2026-10-20
Boltwood Capital Management
DECREASED
Shares6,904 from 6,964
Change-60 (-1%)
Value$1.5M (-$125.3K)
Filed 2026-10-02
Biltmore Family Office, LLC
DECREASED
Shares6,700 from 6,710
Change-10 (0%)
Value$1.5M (-$110.1K)
Filed 2026-11-03
Leisure Capital Management
DECREASED
Shares6,643 from 6,861
Change-218 (-3%)
Value$1.5M (-$158.7K)
Filed 2026-11-03
Securian Asset Management, Inc
DECREASED
Shares6,568 from 6,815
Change-247 (-4%)
Value$1.5M (-$245.9K)
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares6,490 from 6,490
Change0 (0%)
Value$1.4M (-$129.0K)
Filed 2026-11-04
180 Wealth Advisors, LLC
DECREASED
Shares6,448 from 7,625
Change-1,177 (-15%)
Value$1.4M (-$383.7K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares6,369 from 11,982
Change-5,613 (-47%)
Value$1.4M (-$1.4M)
Filed 2026-10-15
Evergreen Capital Management LLC
DECREASED
Shares6,361 from 6,624
Change-263 (-4%)
Value$1.4M (-$165.8K)
Filed 2026-10-23
Mather Group, Llc.
DECREASED
Shares6,326 from 6,427
Change-101 (-2%)
Value$1.4M (-$125.7K)
Filed 2026-10-14
Hussman Strategic Advisors, Inc.
NEW
Shares6,300
Change+6,300
Value$1.4M
Filed 2026-11-02
Aspire Private Capital, LLC
DECREASED
Shares6,279 from 6,418
Change-139 (-2%)
Value$1.4M (-$134.1K)
Filed 2026-11-05
Activest Wealth Management
DECREASED
Shares6,263 from 6,347
Change-84 (-1%)
Value$1.4M (-$120.7K)
Filed 2026-10-15
Athena Wealth Management, LLC
INCREASED
Shares6,251 from 5,952
Change+299 (+5%)
Value$1.4M (-$29.3K)
Filed 2026-10-09
Aviance Capital Partners, LLC
INCREASED
Shares6,237 from 6,233
Change+4 (+0%)
Value$1.4M (-$99.3K)
Filed 2026-10-29
Weatherly Asset Management L. P.
DECREASED
Shares6,158 from 6,318
Change-160 (-3%)
Value$1.4M (-$137.4K)
Filed 2026-10-20
Ascent Group, LLC
INCREASED
Shares6,156 from 5,744
Change+412 (+7%)
Value$1.4M (-$936)
Filed 2026-10-30
Pathway Financial Advisers, LLC
DECREASED
Shares6,135 from 6,190
Change-55 (-1%)
Value$1.4M (-$111.9K)
Filed 2026-10-27
OmniStar Financial Group, Inc.
INCREASED
Shares6,123 from 5,199
Change+924 (+18%)
Value$1.4M (+$121.4K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares6,046 from 5,591
Change+455 (+8%)
Value$1.3M (+$11.0K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares6,015 from 6,069
Change-54 (-1%)
Value$1.3M (-$109.6K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares5,998 from 5,990
Change+8 (+0%)
Value$1.3M (-$94.5K)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares5,981 from 6,045
Change-64 (-1%)
Value$1.3M (-$111.5K)
Filed 2026-10-28
North Star Investment Management Corp.
INCREASED
Shares5,976 from 5,945
Change+31 (+1%)
Value$1.3M (-$88.7K)
Filed 2026-10-27
Barlow Wealth Partners, LLC
UNCHANGED
Shares5,905 from 5,905
Change0 (0%)
Value$1.3M (-$158.8K)
Filed 2026-10-15
Baxter Bros Inc
UNCHANGED
Shares5,884 from 5,884
Change0 (0%)
Value$1.3M (-$94.6K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED
Shares5,871 from 5,822
Change+49 (+1%)
Value$1.3M (-$82.7K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,870 from 5,875
Change-5 (0%)
Value$1.3M (-$95.6K)
Filed 2026-11-04
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares5,859 from 10,253
Change-4,394 (-43%)
Value$1.3M (-$1.1M)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares5,817 from 5,743
Change+74 (+1%)
Value$1.4M (+$7.3K)
Filed 2026-10-15
Signaturefd, LLC
DECREASED
Shares5,771 from 5,811
Change-40 (-1%)
Value$1.3M (-$102.3K)
Filed 2026-10-23
Meridian Investment Counsel Inc.
INCREASED
Shares5,737 from 5,710
Change+27 (+0%)
Value$1.3M (-$85.8K)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares5,697 from 5,366
Change+331 (+6%)
Value$1.3M (-$12.8K)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares5,615 from 5,202
Change+413 (+8%)
Value$1.3M (+$68.4K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares5,607 from 5,142
Change+465 (+9%)
Value$1.3M (-$37.4K)
Filed 2026-10-08
Calamos Wealth Management LLC
INCREASED
Shares5,527 from 5,309
Change+218 (+4%)
Value$1.2M (-$37.0K)
Filed 2026-11-02
Trust Co of Toledo NA
DECREASED
Shares5,507 from 5,613
Change-106 (-2%)
Value$1.2M (-$113.8K)
Filed 2026-10-16
Kintegral Advisory, LLC
INCREASED
Shares5,506 from 5,475
Change+31 (+1%)
Value$1.2M (-$81.1K)
Filed 2026-10-16
Yankcom Partnership
DECREASED
Shares5,473 from 5,546
Change-73 (-1%)
Value$1.2M (-$105.4K)
Filed 2026-10-15
CenterBook Partners LP
NEW
Shares5,468
Change+5,468
Value$1.2M
Filed 2026-11-02
Plato Investment Management Ltd
DECREASED
Shares5,468 from 5,669
Change-201 (-4%)
Value$1.2M (-$123.2K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,466 from 5,748
Change-282 (-5%)
Value$1.2M (-$155.1K)
Filed 2026-10-23
SeaBridge Investment Advisors LLC
UNCHANGED
Shares5,462 from 5,462
Change0 (0%)
Value$1.2M (-$87.8K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares5,407 from 4,777
Change+630 (+13%)
Value$1.2M (+$63.0K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares5,352 from 5,156
Change+196 (+4%)
Value$1.2M (-$39.5K)
Filed 2026-10-26
Karras Company, Inc.
DECREASED
Shares5,312 from 5,393
Change-81 (-1%)
Value$1.2M (-$104.8K)
Filed 2026-10-16
Barden Capital Management, Inc.
DECREASED
Shares5,283 from 5,523
Change-240 (-4%)
Value$1.2M (-$142.1K)
Filed 2026-10-09
Summit Global Investments
DECREASED
Shares5,219 from 17,019
Change-11,800 (-69%)
Value$1.2M (-$2.9M)
Filed 2026-10-28
Brindle & Bay Financial Advisors, LLC
NEW
Shares5,174
Change+5,174
Value$1.1M
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares5,135 from 4,857
Change+278 (+6%)
Value$1.1M (-$16.4K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares5,113 from 5,322
Change-209 (-4%)
Value$1.1M (-$132.0K)
Filed 2026-11-04
Pullen Investment Management, LLC
DECREASED
Shares5,104 from 10,606
Change-5,502 (-52%)
Value$1.1M (-$1.4M)
Filed 2026-10-23
Florida Trust Wealth Management Co
INCREASED
Shares5,100 from 4,875
Change+225 (+5%)
Value$1.1M (-$28.5K)
Filed 2026-11-05
Old National Bancorp
DECREASED
Shares5,083 from 8,212
Change-3,129 (-38%)
Value$1.1M (-$826.2K)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares5,061 from 4,920
Change+141 (+3%)
Value$1.1M (-$47.7K)
Filed 2026-10-22
Genus Capital Management Inc.
NEW
Shares5,060
Change+5,060
Value$1.1M
Filed 2026-11-04
St. Johns Investment Management Company, LLC
INCREASED
Shares5,021 from 4,676
Change+345 (+7%)
Value$1.1M (+$1.4K)
Filed 2026-10-30
First Affirmative Financial Network
NEW
Shares5,013
Change+5,013
Value$1.1M
Filed 2026-10-21
Fragasso Financial Advisors Inc
INCREASED
Shares4,983 from 4,954
Change+29 (+1%)
Value$1.1M (-$35.5K)
Filed 2026-10-13
Friedenthal Financial
NEW
Shares4,964
Change+4,964
Value$1.1M
Filed 2026-10-27
Trust Point Inc.
NEW
Shares4,957
Change+4,957
Value$1.1M
Filed 2026-10-27
Tema Etfs LLC
INCREASED
Shares4,954 from 4,867
Change+87 (+2%)
Value$1.1M (-$59.0K)
Filed 2026-10-16
Cullen Investment Group, Ltd.
DECREASED
Shares4,901 from 5,285
Change-384 (-7%)
Value$1.1M (-$117.5K)
Filed 2026-10-13
First Financial Bank - Trust Division
INCREASED
Shares4,888 from 4,844
Change+44 (+1%)
Value$1.1M (-$68.1K)
Filed 2026-10-01
Premier Path Wealth Partners, LLC
INCREASED
Shares4,868 from 3,605
Change+1,263 (+35%)
Value$1.1M (+$222.3K)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
UNCHANGED
Shares4,703 from 4,703
Change0 (0%)
Value$1.0M (-$75.6K)
Filed 2026-10-16
Citizens Financial Group Inc
DECREASED
Shares4,699 from 4,912
Change-213 (-4%)
Value$1.0M (-$126.6K)
Filed 2026-10-23
Simplex Trading, LLC
INCREASED
Shares4,693 from 561
Change+4,132 (+737%)
Value$1.0M (+$907.7K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares4,676 from 4,313
Change+363 (+8%)
Value$1.0M (+$11.2K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,672 from 4,983
Change-311 (-6%)
Value$1.0M (-$149.2K)
Filed 2026-11-03
Net Worth Advisory Group
INCREASED
Shares4,663 from 4,642
Change+21 (+0%)
Value$1.0M (-$58.1K)
Filed 2026-10-20
Fiduciary Family Office, LLC
INCREASED
Shares4,658 from 4,497
Change+161 (+4%)
Value$1.0M (-$36.6K)
Filed 2026-11-04
Trek Financial, LLC
NEW
Shares4,646
Change+4,646
Value$1.0M
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,640 from 4,814
Change-174 (-4%)
Value$1.0M (-$115.9K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares4,618 from 4,470
Change+148 (+3%)
Value$1.0M (-$38.9K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares4,611 from 3,378
Change+1,233 (+37%)
Value$1.0M (+$219.1K)
Filed 2026-10-13
Copeland Capital Management, LLC
DECREASED
Shares4,495 from 4,518
Change-23 (-1%)
Value$997.4K (-$77.7K)
Filed 2026-10-13
Dudley Capital Management, LLC
INCREASED
Shares4,482 from 3,517
Change+965 (+27%)
Value$994.4K (+$157.5K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
DECREASED
Shares4,446 from 4,486
Change-40 (-1%)
Value$986.5K (-$81.0K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares4,444 from 4,471
Change-27 (-1%)
Value$985.9K (-$78.0K)
Filed 2026-10-23
Wilkerson Advisory Group LLC
INCREASED
Shares4,435 from 4,318
Change+117 (+3%)
Value$984.0K (-$43.6K)
Filed 2026-10-20
Jeppson Wealth Management, LLC
DECREASED
Shares4,384 from 4,385
Change-1 (0%)
Value$972.6K (-$70.7K)
Filed 2026-10-20
Romano Brothers and Company
UNCHANGED
Shares4,374 from 4,374
Change0 (0%)
Value$970.4K (-$70.3K)
Filed 2026-10-22
Andrews Advisory Associates, LLC
DECREASED
Shares4,362 from 4,875
Change-513 (-11%)
Value$967.8K (-$192.2K)
Filed 2026-10-15
Capstone Capital Management Ltd
NEW
Shares4,335
Change+4,335
Value$961.8K
Filed 2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares4,317 from 4,292
Change+25 (+1%)
Value$957.8K (-$63.5K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares4,300 from 3,640
Change+660 (+18%)
Value$954.0K (+$87.9K)
Filed 2026-10-13
WealthTrust Asset Management, LLC
DECREASED
Shares4,270 from 4,362
Change-92 (-2%)
Value$947.3K (-$90.6K)
Filed 2026-10-22
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares4,246 from 4,307
Change-61 (-1%)
Value$942.0K (-$82.9K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares4,233 from 4,233
Change0 (0%)
Value$939.1K (-$68.1K)
Filed 2026-11-02
New Hampshire Trust
DECREASED
Shares4,174 from 4,433
Change-259 (-6%)
Value$926.0K (-$128.7K)
Filed 2026-10-20
Chris Bulman Inc
UNCHANGED
Shares4,166 from 4,166
Change0 (0%)
Value$924.3K (-$67.0K)
Filed 2026-10-20
Rasp Wealth Solutions, LLC
INCREASED
Shares4,149 from 4,134
Change+15 (+0%)
Value$920.6K (-$63.0K)
Filed 2026-11-06
Citizens National Bank Trust Department
DECREASED
Shares4,138 from 4,648
Change-510 (-11%)
Value$918.1K (-$187.9K)
Filed 2026-11-04
BankPlus Trust Department
UNCHANGED
Shares4,114 from 4,114
Change0 (0%)
Value$912.7K (-$66.2K)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares4,087 from 3,147
Change+940 (+30%)
Value$921.3K (+$161.7K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
INCREASED
Shares4,085 from 3,803
Change+282 (+7%)
Value$906.3K (+$1.4K)
Filed 2026-10-27
Advisor OS, LLC
INCREASED
Shares4,075 from 3,843
Change+232 (+6%)
Value$904.0K (-$10.3K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares4,063 from 4,072
Change-9 (0%)
Value$901.6K (-$67.3K)
Filed 2026-10-29
Level Four Advisory Services, LLC
DECREASED
Shares4,056 from 6,235
Change-2,179 (-35%)
Value$900.0K (-$583.6K)
Filed 2026-11-06
Bell Bank
DECREASED
Shares4,030 from 4,031
Change-1 (0%)
Value$894.1K (-$65.0K)
Filed 2026-10-21
Redmond Asset Management, LLC
DECREASED
Shares3,970 from 4,000
Change-30 (-1%)
Value$880.8K (-$71.0K)
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares3,952 from 2,130
Change+1,822 (+86%)
Value$876.8K (+$369.9K)
Filed 2026-10-14
Miller Financial Services LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$865.3K (-$62.7K)
Filed 2026-10-20
MQS Management LLC
NEW
Shares3,872
Change+3,872
Value$859.0K
Filed 2026-11-06
Salem Investment Counselors Inc
UNCHANGED
Shares3,854 from 3,854
Change0 (0%)
Value$859.2K (-$62.0K)
Filed 2026-10-13
Formidable Asset Management, LLC
INCREASED
Shares3,817 from 3,815
Change+2 (+0%)
Value$908.1K (+$117.1K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,770 from 3,859
Change-89 (-2%)
Value$836.5K (-$81.8K)
Filed 2026-11-05
Heritage Investment Group, Inc.
INCREASED
Shares3,768 from 3,755
Change+13 (+0%)
Value$836.0K (-$57.5K)
Filed 2026-11-03
Community Bank of Raymore
UNCHANGED
Shares3,708 from 3,708
Change0 (0%)
Value$822.7K (-$59.6K)
Filed 2026-10-23
Fisher Asset Management, LLC
DECREASED
Shares3,704 from 9,393
Change-5,689 (-61%)
Value$821.9K (-$1.4M)
Filed 2026-11-06
Investors Asset Management of Georgia Inc
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$820.9K (-$59.5K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,653 from 3,403
Change+250 (+7%)
Value$810.4K (+$606)
Filed 2026-10-08
Putney Financial Group LLC
DECREASED
Shares3,627 from 5,397
Change-1,770 (-33%)
Value$804.7K (-$479.5K)
Filed 2026-10-30
Argentarii, LLC
INCREASED
Shares3,609 from 3,607
Change+2 (+0%)
Value$800.6K (-$145.2K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,607 from 3,607
Change0 (0%)
Value$800.2K (-$58.0K)
Filed 2026-10-23
New Wave Wealth Advisors LLC
INCREASED
Shares3,599 from 3,531
Change+68 (+2%)
Value$850.8K (+$7.4K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
INCREASED
Shares3,578 from 3,188
Change+390 (+12%)
Value$793.8K (+$35.3K)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares3,559
Change+3,559
Value$789.7K
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,527 from 3,522
Change+5 (+0%)
Value$782.5K (-$55.5K)
Filed 2026-10-22
Partners Wealth Management, LLC
INCREASED
Shares3,526 from 3,307
Change+219 (+7%)
Value$786.4K (-$331)
Filed 2026-10-28
Elevated Financial Group LLC
INCREASED
Shares3,516 from 3,223
Change+293 (+9%)
Value$780.2K (+$13.2K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares3,504 from 4,930
Change-1,426 (-29%)
Value$777.5K (-$395.4K)
Filed 2026-10-13
Allen Investment Management, LLC
UNCHANGED
Shares3,419 from 3,419
Change0 (0%)
Value$758.5K (-$55.0K)
Filed 2026-11-03
Arista Wealth Management, LLC
INCREASED
Shares3,418 from 3,324
Change+94 (+3%)
Value$758.3K (-$32.6K)
Filed 2026-10-29
MCF Advisors LLC
INCREASED
Shares3,409 from 3,347
Change+62 (+2%)
Value$759.8K (-$40.0K)
Filed 2026-10-28
Schmidt P J Investment Management Inc
UNCHANGED
Shares3,405 from 3,405
Change0 (0%)
Value$755.5K (-$54.8K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares3,389 from 3,321
Change+68 (+2%)
Value$752.0K (-$38.2K)
Filed 2026-10-23
Guerra PAN Advisors, LLC
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$835.1K (+$30.1K)
Filed 2026-10-26
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares3,362 from 3,362
Change0 (0%)
Value$745.9K (-$54.1K)
Filed 2026-10-28
Kennebec Savings Bank
INCREASED
Shares3,360 from 3,348
Change+12 (+0%)
Value$745.5K (-$51.2K)
Filed 2026-10-22
Park National Corp
DECREASED
Shares3,343 from 3,689
Change-346 (-9%)
Value$741.7K (-$136.1K)
Filed 2026-10-05
Linscomb Wealth, Inc.
DECREASED
Shares3,334 from 3,434
Change-100 (-3%)
Value$739.7K (-$77.4K)
Filed 2026-11-05
Goelzer Investment Management, Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$732.1K (-$53.1K)
Filed 2026-10-16
Great Lakes Advisors, LLC
DECREASED
Shares3,289 from 3,415
Change-126 (-4%)
Value$729.7K (-$82.9K)
Filed 2026-11-06
State of Wyoming
DECREASED
Shares3,241 from 4,045
Change-804 (-20%)
Value$719.0K (-$243.4K)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
INCREASED
Shares3,239 from 3,147
Change+92 (+3%)
Value$718.6K (-$30.2K)
Filed 2026-11-05
Personal CFO Solutions, LLC
DECREASED
Shares3,234 from 4,805
Change-1,571 (-33%)
Value$722.6K (-$425.8K)
Filed 2026-11-06
Texas Bank & Trust Co
DECREASED
Shares3,219 from 3,270
Change-51 (-2%)
Value$714.2K (-$63.9K)
Filed 2026-11-04
TrueWealth Advisors, LLC
NEW
Shares3,217
Change+3,217
Value$713.7K
Filed 2026-10-09
Veratis Advisors, Inc.
UNCHANGED
Shares3,212 from 3,212
Change0 (0%)
Value$712.6K (-$51.6K)
Filed 2026-11-03
Outlook Wealth Advisors, LLC
DECREASED
Shares3,139 from 3,345
Change-206 (-6%)
Value$696.4K (-$99.8K)
Filed 2026-10-28
Jackson Creek Investment Advisors LLC
DECREASED
Shares3,119 from 3,165
Change-46 (-1%)
Value$692.0K (+$691.2K)
Filed 2026-11-04
Norden Group LLC
DECREASED
Shares3,111 from 3,215
Change-104 (-3%)
Value$690.2K (-$74.9K)
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares3,103 from 2,403
Change+700 (+29%)
Value$688.5K (+$116.7K)
Filed 2026-10-19
Demars Financial Group, LLC
DECREASED
Shares3,081 from 3,082
Change-1 (0%)
Value$683.6K (-$49.8K)
Filed 2026-10-22
Nadler Financial Group, Inc.
UNCHANGED
Shares3,077 from 3,077
Change0 (0%)
Value$682.8K (-$49.5K)
Filed 2026-10-23
Collaborative Fund Advisors, LLC
DECREASED
Shares3,055 from 3,644
Change-589 (-16%)
Value$677.8K (-$189.3K)
Filed 2026-11-02
Guilbault Capital LLC
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$672.2K (-$48.7K)
Filed 2026-10-28
LEE Danner & Bass Inc
DECREASED
Shares3,029 from 6,429
Change-3,400 (-53%)
Value$672.0K (-$857.7K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares3,002 from 3,190
Change-188 (-6%)
Value$666.1K (-$93.0K)
Filed 2026-10-26
Latitude Advisors, LLC
INCREASED
Shares3,000 from 2,983
Change+17 (+1%)
Value$665.6K (-$44.2K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares2,995 from 2,227
Change+768 (+34%)
Value$664.4K (+$134.4K)
Filed 2026-11-04
Trust Asset Management LLC
UNCHANGED
Shares2,942 from 2,942
Change0 (0%)
Value$652.7K (-$47.3K)
Filed 2026-11-03
Ipsen Advisor Group LLC
INCREASED
Shares2,934 from 2,929
Change+5 (+0%)
Value$650.9K (-$45.9K)
Filed 2026-10-29
Catalyst Financial Partners LLC
INCREASED
Shares2,878 from 2,840
Change+38 (+1%)
Value$638.5K (-$37.2K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
DECREASED
Shares2,823 from 3,008
Change-185 (-6%)
Value$626.3K (+$625.7K)
Filed 2026-11-06
Applied Finance Capital Management, LLC
DECREASED
Shares2,815 from 3,175
Change-360 (-11%)
Value$624.5K (-$130.9K)
Filed 2026-11-03
Old Second National Bank of Aurora
DECREASED
Shares2,790 from 3,070
Change-280 (-9%)
Value$619.0K (-$111.5K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
INCREASED
Shares2,785 from 2,783
Change+2 (+0%)
Value$620.2K (-$44.3K)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares2,780 from 2,904
Change-124 (-4%)
Value$616.8K (-$74.2K)
Filed 2026-10-05
VAN Strum & Towne Inc.
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$616.8K (-$44.7K)
Filed 2026-11-06
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$616.3K (-$44.7K)
Filed 2026-10-26
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares2,768 from 2,768
Change0 (0%)
Value$617.1K (-$44.5K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares2,761 from 2,511
Change+250 (+10%)
Value$612.6K (+$15.2K)
Filed 2026-10-29
Werba Rubin Papier Wealth Management
INCREASED
Shares2,746 from 2,652
Change+94 (+4%)
Value$609.3K (-$21.8K)
Filed 2026-11-06
Burns Matteson Capital Management, LLC
NEW
Shares2,745
Change+2,745
Value$609.0K
Filed 2026-10-16
71 West Capital Partners
INCREASED
Shares2,737 from 2,535
Change+202 (+8%)
Value$607.2K (+$4.1K)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares2,725 from 2,783
Change-58 (-2%)
Value$604.5K (-$57.8K)
Filed 2026-10-20
Arcataur Capital Management LLC
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$603.5K (-$43.7K)
Filed 2026-10-21
Cidel Asset Management Inc
UNCHANGED
Shares2,706 from 2,706
Change0 (0%)
Value$600.4K (-$43.5K)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares2,651 from 5,500
Change-2,849 (-52%)
Value$588.2K (-$720.5K)
Filed 2026-10-15
AFG Fiduciary Services Limited Partnership
UNCHANGED
Shares2,648 from 2,648
Change0 (0%)
Value$626.0K (-$36.9K)
Filed 2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares2,625 from 2,625
Change0 (0%)
Value$582.0K (-$43.0K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
UNCHANGED
Shares2,624 from 2,624
Change0 (0%)
Value$582.2K (-$42.2K)
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares2,618 from 2,581
Change+37 (+1%)
Value$580.9K (-$33.3K)
Filed 2026-11-03
Rothwell Investment Advisors, LLC
NEW
Shares2,609
Change+2,609
Value$579.0K
Filed 2026-11-06
Avestar Capital, LLC
INCREASED
Shares2,608 from 1,641
Change+967 (+59%)
Value$579.9K (+$188.6K)
Filed 2026-10-28
LVW Advisors, LLC
INCREASED
Shares2,590 from 2,174
Change+416 (+19%)
Value$574.6K (+$57.3K)
Filed 2026-10-19
Teza Capital Management LLC
NEW
Shares2,587
Change+2,587
Value$574.0K
Filed 2026-10-23
Colonial River Investments, LLC
DECREASED
Shares2,579 from 2,606
Change-27 (-1%)
Value$572.2K (-$47.9K)
Filed 2026-10-19
Indivisible Partners
INCREASED
Shares2,565 from 2,477
Change+88 (+4%)
Value$569.1K (-$20.4K)
Filed 2026-10-26
Moody National Bank Trust Division
DECREASED
Shares2,564 from 2,945
Change-381 (-13%)
Value$568.8K (-$131.9K)
Filed 2026-10-06
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares2,562 from 576
Change+1,986 (+345%)
Value$568.4K (+$431.4K)
Filed 2026-10-07
Grove Bank & Trust
UNCHANGED
Shares2,551 from 2,551
Change0 (0%)
Value$566.0K (-$41.0K)
Filed 2026-10-08
Avantax Planning Partners, Inc.
INCREASED
Shares2,550 from 2,540
Change+10 (+0%)
Value$565.7K (-$38.6K)
Filed 2026-11-03
Abacus Planning Group, Inc.
DECREASED
Shares2,535 from 2,636
Change-101 (-4%)
Value$562.4K (-$64.8K)
Filed 2026-11-02
WIN Advisors, Inc
NEW
Shares2,518
Change+2,518
Value$558.6K
Filed 2026-11-06
Chesley Taft & Associates LLC
INCREASED
Shares2,504 from 2,463
Change+41 (+2%)
Value$555.5K (-$30.5K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
INCREASED
Shares2,470 from 2,213
Change+257 (+12%)
Value$550.7K (+$21.8K)
Filed 2026-10-15
Modera Wealth Management, LLC
INCREASED
Shares2,459 from 2,251
Change+208 (+9%)
Value$545.6K (+$10.1K)
Filed 2026-10-28
Prentice Wealth Management LLC
INCREASED
Shares2,446 from 1,747
Change+699 (+40%)
Value$542.7K (+$127.0K)
Filed 2026-10-20
Greenfield Savings Bank
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$541.8K (-$39.3K)
Filed 2026-10-07
Stenger Family Office, LLC
INCREASED
Shares2,427 from 2,278
Change+149 (+7%)
Value$573.7K (+$31.7K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares2,418 from 16,822
Change-14,404 (-86%)
Value$536.4K (-$3.5M)
Filed 2026-10-21
DT Investment Partners, LLC
UNCHANGED
Shares2,417 from 2,417
Change0 (0%)
Value$536.2K (-$38.9K)
Filed 2026-10-27
Weil Company, Inc.
INCREASED
Shares2,409 from 2,056
Change+353 (+17%)
Value$534.5K (+$45.3K)
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
INCREASED
Shares2,399 from 2,391
Change+8 (+0%)
Value$532.3K (-$36.6K)
Filed 2026-10-23
Cigna Investments Inc
UNCHANGED
Shares2,399 from 2,399
Change0 (0%)
Value$532.0K (-$39.0K)
Filed 2026-10-19
Insight 2811, Inc.
INCREASED
Shares2,361 from 2,268
Change+93 (+4%)
Value$523.8K (-$15.8K)
Filed 2026-11-06
Profund Advisors LLC
INCREASED
Shares2,356 from 2,157
Change+199 (+9%)
Value$522.7K (+$9.5K)
Filed 2026-10-29
Sentry LLC
DECREASED
Shares2,356 from 2,534
Change-178 (-7%)
Value$522.8K (-$80.1K)
Filed 2026-10-30
Chartist Inc
DECREASED
Shares2,350 from 2,368
Change-18 (-1%)
Value$521.4K (-$42.1K)
Filed 2026-11-04
Bank of Stockton
DECREASED
Shares2,337 from 2,405
Change-68 (-3%)
Value$518.5K (-$53.8K)
Filed 2026-10-20
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,321 from 2,478
Change-157 (-6%)
Value$517.4K (-$74.8K)
Filed 2026-10-28
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares2,315 from 2,315
Change0 (0%)
Value$513.7K (-$37.2K)
Filed 2026-10-15
Meadow Creek Wealth Advisors LLC
DECREASED
Shares2,304 from 2,517
Change-213 (-8%)
Value$511.2K (-$87.7K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares2,304 from 2,281
Change+23 (+1%)
Value$511.1K (-$31.6K)
Filed 2026-11-04
Anchyra Partners LLC
DECREASED
Shares2,292 from 2,345
Change-53 (-2%)
Value$508.5K (-$49.5K)
Filed 2026-10-13
Allegheny Financial Group
DECREASED
Shares2,280 from 2,312
Change-32 (-1%)
Value$506.0K (-$44.2K)
Filed 2026-11-05
Vista Capital Partners, Inc.
INCREASED
Shares2,273 from 2,247
Change+26 (+1%)
Value$504.3K (-$30.4K)
Filed 2026-11-06
Investment Partners, Ltd.
INCREASED
Shares2,270 from 2,071
Change+199 (+10%)
Value$503.6K (+$10.9K)
Filed 2026-10-29
Baron Wealth Management LLC
INCREASED
Shares2,251 from 2,141
Change+110 (+5%)
Value$499.4K (-$9.9K)
Filed 2026-10-27
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares2,246 from 2,246
Change0 (0%)
Value$498.2K (-$36.1K)
Filed 2026-10-09
Innova Wealth Partners
INCREASED
Shares2,245 from 1,689
Change+556 (+33%)
Value$498.0K (+$96.2K)
Filed 2026-10-21
Norris Perne & French LLP
INCREASED
Shares2,230 from 2,155
Change+75 (+3%)
Value$494.7K (-$18.0K)
Filed 2026-10-23
Fulton Bank, N.A.
DECREASED
Shares2,227 from 4,131
Change-1,904 (-46%)
Value$494.1K (-$488.8K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
DECREASED
Shares2,212 from 2,514
Change-302 (-12%)
Value$490.8K (-$107.3K)
Filed 2026-10-14
Mindset Wealth Management, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$488.1K (-$35.4K)
Filed 2026-10-19
Hanson & Doremus Investment Management
UNCHANGED
Shares2,195 from 2,195
Change0 (0%)
Value$487.0K (-$35.0K)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares2,186 from 2,164
Change+22 (+1%)
Value$485.0K (-$29.9K)
Filed 2026-10-21
M Holdings Securities, Inc.
NEW
Shares2,164
Change+2,164
Value$569
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
DECREASED
Shares2,151 from 2,240
Change-89 (-4%)
Value$533.2K (-$23.8K)
Filed 2026-10-28
Simon Quick Advisors, LLC
NEW
Shares2,142
Change+2,142
Value$475.2K
Filed 2026-10-26
Claro Advisors Inc.
DECREASED
Shares2,132 from 2,429
Change-297 (-12%)
Value$473.2K (-$104.8K)
Filed 2026-11-02
Clear Trail Advisors, LLC
DECREASED
Shares2,113 from 2,399
Change-286 (-12%)
Value$468.7K (-$102.2K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares2,098 from 1,122
Change+976 (+87%)
Value$488.0K (+$209.3K)
Filed 2026-10-13
Westco Advisory Services Inc
UNCHANGED
Shares2,098 from 2,098
Change0 (0%)
Value$465.5K (-$33.7K)
Filed 2026-10-14
Bank of New Hampshire
UNCHANGED
Shares2,095 from 2,095
Change0 (0%)
Value$464.8K (-$33.7K)
Filed 2026-10-06
Able Financial Group, LLC
INCREASED
Shares2,084 from 1,257
Change+827 (+66%)
Value$462.4K (+$163.3K)
Filed 2026-10-14
Independence Bank of Kentucky
DECREASED
Shares2,083 from 2,473
Change-390 (-16%)
Value$462.1K (-$126.3K)
Filed 2026-10-26
Jacobi Capital Management LLC
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$459.2K (-$33.2K)
Filed 2026-11-05
Natural Investments, LLC
DECREASED
Shares2,061 from 3,327
Change-1,266 (-38%)
Value$457.2K (-$333.8K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
INCREASED
Shares2,056 from 1,710
Change+346 (+20%)
Value$456.1K (+$49.3K)
Filed 2026-10-30
XXI Wealth, LLC
INCREASED
Shares2,052 from 952
Change+1,100 (+116%)
Value$455.3K (+$228.7K)
Filed 2026-10-22
TriaGen Wealth Management LLC
INCREASED
Shares2,027 from 2,011
Change+16 (+1%)
Value$449.7K (-$28.8K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
DECREASED
Shares2,025 from 2,084
Change-59 (-3%)
Value$449.2K (-$46.6K)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares2,009 from 1,693
Change+316 (+19%)
Value$445.7K (+$42.9K)
Filed 2026-10-02
Oak Asset Management, LLC
UNCHANGED
Shares2,008 from 2,008
Change0 (0%)
Value$445.5K (-$32.3K)
Filed 2026-10-13
Wendell David Associates Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$444.0K (-$32.0K)
Filed 2026-10-27
New England Research & Management, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$443.7K (-$32.2K)
Filed 2026-10-16
First Command Advisory Services, Inc.
INCREASED
Shares1,990 from 692
Change+1,298 (+188%)
Value$443.4K (+$278.4K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
INCREASED
Shares1,987 from 1,552
Change+435 (+28%)
Value$440.8K (+$71.5K)
Filed 2026-10-29
Hummer Financial Advisory Services Inc
UNCHANGED
Shares1,986 from 1,986
Change0 (0%)
Value$442.8K (-$31.9K)
Filed 2026-10-09
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares1,981 from 1,981
Change0 (0%)
Value$439.5K (-$31.9K)
Filed 2026-10-29
Woodmont Investment Counsel LLC
INCREASED
Shares1,976 from 1,226
Change+750 (+61%)
Value$438.4K (+$146.7K)
Filed 2026-10-29
R Squared Ltd
NEW
Shares1,963
Change+1,963
Value$435.5K
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares1,958 from 1,912
Change+46 (+2%)
Value$434.3K (-$20.5K)
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares1,938 from 1,785
Change+153 (+9%)
Value$429.9K (+$5.2K)
Filed 2026-10-14
BLB&B Advisors, LLC
DECREASED
Shares1,931 from 1,956
Change-25 (-1%)
Value$428.4K (-$37.0K)
Filed 2026-10-27
Baker Avenue Asset Management, LP
INCREASED
Shares1,907 from 1,609
Change+298 (+19%)
Value$423.0K (+$40.2K)
Filed 2026-11-06
Portside Wealth Group, LLC
INCREASED
Shares1,900 from 1,810
Change+90 (+5%)
Value$421.5K (-$9.1K)
Filed 2026-10-20
Oliver Luxxe Assets LLC
DECREASED
Shares1,877 from 1,902
Change-25 (-1%)
Value$416.4K (-$36.1K)
Filed 2026-10-14
Accredited Investors Inc.
INCREASED
Shares1,874 from 1,870
Change+4 (+0%)
Value$415.8K (-$29.2K)
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares1,865 from 1,881
Change-16 (-1%)
Value$413.8K (-$33.8K)
Filed 2026-10-21
Angeles Wealth Management, LLC
DECREASED
Shares1,864 from 1,972
Change-108 (-5%)
Value$415.6K (-$55.8K)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares1,857 from 1,911
Change-54 (-3%)
Value$412.0K (-$42.7K)
Filed 2026-10-14
Richwood Investment Advisors, LLC
UNCHANGED
Shares1,857 from 1,857
Change0 (0%)
Value$412.0K (-$29.9K)
Filed 2026-10-30
ABC Arbitrage SA
NEW
Shares1,846
Change+1,846
Value$409.6K
Filed 2026-10-23
Ellsworth Advisors, LLC
NEW
Shares1,842
Change+1,842
Value$408.7K
Filed 2026-10-15
Asahi Life Asset Management Co., Ltd.
NEW
Shares1,841
Change+1,841
Value$408.4K
Filed 2026-11-06
Firestone Capital Management
UNCHANGED
Shares1,839 from 1,839
Change0 (0%)
Value$408.0K (-$29.6K)
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares1,837 from 969
Change+868 (+90%)
Value$407.6K (+$177.0K)
Filed 2026-11-02
TD Private Client Wealth LLC
DECREASED
Shares1,831 from 5,024
Change-3,193 (-64%)
Value$406.2K (-$789.2K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares1,823 from 1,819
Change+4 (+0%)
Value$404.4K (-$28.3K)
Filed 2026-10-13
Verum Partners LLC
INCREASED
Shares1,818 from 1,805
Change+13 (+1%)
Value$403.3K (-$26.2K)
Filed 2026-10-21
Center for Financial Planning, Inc.
INCREASED
Shares1,811 from 1,653
Change+158 (+10%)
Value$401.9K (+$8.5K)
Filed 2026-10-26
Banyan Capital Management, Inc.
DECREASED
Shares1,804 from 2,454
Change-650 (-26%)
Value$400.2K (-$183.7K)
Filed 2026-11-05
LexAurum Advisors, LLC
DECREASED
Shares1,798 from 1,829
Change-31 (-2%)
Value$398.9K (-$36.3K)
Filed 2026-10-19
Olympiad Research LP
NEW
Shares1,796
Change+1,796
Value$398.5K
Filed 2026-11-04
Soltis Investment Advisors LLC
INCREASED
Shares1,780 from 1,497
Change+283 (+19%)
Value$394.9K (+$38.7K)
Filed 2026-10-28
Univest Financial Corp
INCREASED
Shares1,759 from 1,755
Change+4 (+0%)
Value$390.3K (-$27.2K)
Filed 2026-11-05
3Chopt Investment Partners, LLC
INCREASED
Shares1,755 from 1,650
Change+105 (+6%)
Value$391.0K (-$3.2K)
Filed 2026-10-30
American State Bank (Iowa)
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$387.8K (-$28.1K)
Filed 2026-11-03
Curated Wealth Partners LLC
NEW
Shares1,742
Change+1,742
Value$386.5K
Filed 2026-10-15
Certuity, LLC
INCREASED
Shares1,739 from 1,516
Change+223 (+15%)
Value$385.9K (+$25.2K)
Filed 2026-11-02
Hudock, Inc.
INCREASED
Shares1,731 from 1,729
Change+2 (+0%)
Value$384.1K (-$27.5K)
Filed 2026-10-14
Kendall Capital Management
INCREASED
Shares1,730 from 1,690
Change+40 (+2%)
Value$383.8K (-$18.3K)
Filed 2026-10-23
Mechanics Financial Corp
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$382.7K (-$27.7K)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares1,713 from 1,420
Change+293 (+21%)
Value$379.9K (+$42.2K)
Filed 2026-11-04
Howard Capital Management, LLC
DECREASED
Shares1,708 from 1,726
Change-18 (-1%)
Value$378.9K (-$31.7K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares1,701 from 1,737
Change-36 (-2%)
Value$377.3K (-$36.0K)
Filed 2026-10-21
Godsey & Gibb, Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$377.2K (-$27.3K)
Filed 2026-10-14
Quilter Plc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$377.2K (-$27.3K)
Filed 2026-10-21
Carnegie Investment Counsel
DECREASED
Shares1,697 from 1,718
Change-21 (-1%)
Value$376.5K (-$32.3K)
Filed 2026-10-20
Plancorp, LLC
DECREASED
Shares1,694 from 1,716
Change-22 (-1%)
Value$440.2K (+$152)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares1,693 from 1,732
Change-39 (-2%)
Value$451.6K (-$6.7K)
Filed 2026-11-06
Welch Group, LLC
INCREASED
Shares1,673 from 1,539
Change+134 (+9%)
Value$371.1K (+$4.9K)
Filed 2026-10-29
Abel Hall, LLC
INCREASED
Shares1,670 from 1,651
Change+19 (+1%)
Value$370.5K (-$22.3K)
Filed 2026-10-19
Annex Advisory Services, LLC
INCREASED
Shares1,665 from 1,652
Change+13 (+1%)
Value$369.4K (-$23.7K)
Filed 2026-10-16
Berman McAleer LLC
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$365.6K (-$26.5K)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$365.6K (-$26.4K)
Filed 2026-10-14
Cypress Point Wealth Management, LLC
INCREASED
Shares1,647 from 1,588
Change+59 (+4%)
Value$365.4K (-$12.4K)
Filed 2026-11-03
McAdam, LLC
INCREASED
Shares1,643 from 1,569
Change+74 (+5%)
Value$364.5K (-$8.8K)
Filed 2026-10-21
Congress Asset Management Co
DECREASED
Shares1,641 from 2,036
Change-395 (-19%)
Value$364.1K (-$120.3K)
Filed 2026-10-06
First County Bank
INCREASED
Shares1,638 from 1,549
Change+89 (+6%)
Value$363.4K (-$5.2K)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares1,638 from 1,638
Change0 (0%)
Value$363.4K (-$26.3K)
Filed 2026-10-01
KG Capital Management
INCREASED
Shares1,635 from 1,255
Change+380 (+30%)
Value$362.6K (+$64.1K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares1,623 from 1,627
Change-4 (0%)
Value$360.1K (-$27.1K)
Filed 2026-10-22
Atticus Wealth Management, LLC
DECREASED
Shares1,622 from 1,670
Change-48 (-3%)
Value$359.8K (-$37.5K)
Filed 2026-10-20
Scott Capital Advisors, LLC
NEW
Shares1,617
Change+1,617
Value$362.1K
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares1,612 from 1,454
Change+158 (+11%)
Value$357.6K (+$11.7K)
Filed 2026-11-03
Horizon Advisory Services, Inc.
DECREASED
Shares1,603 from 1,607
Change-4 (0%)
Value$355.6K (-$26.7K)
Filed 2026-10-29
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,600 from 1,651
Change-51 (-3%)
Value$355.0K (-$37.9K)
Filed 2026-11-02
Connecticut Wealth Management, LLC
INCREASED
Shares1,597 from 1,565
Change+32 (+2%)
Value$354.3K (-$18.1K)
Filed 2026-10-13
Parkside Financial Bank & Trust
INCREASED
Shares1,591 from 1,335
Change+256 (+19%)
Value$353.0K (+$35.3K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares1,569 from 1,578
Change-9 (-1%)
Value$348.0K (-$27.5K)
Filed 2026-10-20
Everett Harris & Co
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$345.0K (-$25.0K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares1,552 from 1,550
Change+2 (+0%)
Value$344.3K (-$24.5K)
Filed 2026-10-30
Washington Trust Co
DECREASED
Shares1,549 from 1,617
Change-68 (-4%)
Value$343.7K (-$41.1K)
Filed 2026-10-22
Greater Midwest Financial Group, LLC
INCREASED
Shares1,542 from 1,500
Change+42 (+3%)
Value$342.2K (-$14.7K)
Filed 2026-10-13
Peterson Wealth Services
DECREASED
Shares1,539 from 1,551
Change-12 (-1%)
Value$341.4K (-$27.6K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares1,537 from 1,434
Change+103 (+7%)
Value$341.0K (-$112)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares1,536 from 1,360
Change+176 (+13%)
Value$340.8K (+$17.2K)
Filed 2026-10-15
Zullo Investment Group, Inc.
DECREASED
Shares1,529 from 1,635
Change-106 (-6%)
Value$339.2K (-$49.8K)
Filed 2026-10-20
Auxano Advisors, LLC
INCREASED
Shares1,529 from 1,528
Change+1 (+0%)
Value$339.2K (-$24.3K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
INCREASED
Shares1,528 from 1,511
Change+17 (+1%)
Value$339.0K (-$20.5K)
Filed 2026-10-13
Well Done, LLC
INCREASED
Shares1,520 from 1,488
Change+32 (+2%)
Value$337.2K (-$16.8K)
Filed 2026-10-20
SmartHarvest Portfolios, LLC
DECREASED
Shares1,515 from 1,681
Change-166 (-10%)
Value$336.1K (-$63.8K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares1,512 from 1,576
Change-64 (-4%)
Value$335.6K (-$39.4K)
Filed 2026-10-26
Legacy Private Trust Co.
UNCHANGED
Shares1,507 from 1,507
Change0 (0%)
Value$334.3K (-$24.2K)
Filed 2026-10-06
Horizon Wealth Management, LLC
UNCHANGED
Shares1,507 from 1,507
Change0 (0%)
Value$334.4K (-$24.2K)
Filed 2026-11-02
Triad Wealth Partners, LLC
DECREASED
Shares1,502 from 1,562
Change-60 (-4%)
Value$333.3K (-$77.1K)
Filed 2026-10-26
Bedel Financial Consulting, Inc.
INCREASED
Shares1,502 from 1,501
Change+1 (+0%)
Value$333.2K (-$24.0K)
Filed 2026-11-06
Cross Staff Investments Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$332.8K (-$24.1K)
Filed 2026-10-22
Rainier Family Wealth Inc
DECREASED
Shares1,491 from 1,506
Change-15 (-1%)
Value$330.8K (-$27.5K)
Filed 2026-11-02
Applied Capital LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$327.5K (-$23.7K)
Filed 2026-10-07
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$326.4K (-$23.7K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares1,470 from 1,240
Change+230 (+19%)
Value$326.2K (+$31.1K)
Filed 2026-11-06
IFG Advisors, LLC
UNCHANGED
Shares1,463 from 1,463
Change0 (0%)
Value$324.6K (-$23.5K)
Filed 2026-10-15
Royal Fund Management, LLC
INCREASED
Shares1,462 from 1,461
Change+1 (+0%)
Value$324.4K (-$23.4K)
Filed 2026-10-22
First National Trust Co
INCREASED
Shares1,460 from 1,455
Change+5 (+0%)
Value$323.9K (-$22.3K)
Filed 2026-10-28
Corecam AG
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$323.4K (-$23.4K)
Filed 2026-10-29
Accretive Wealth Partners, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$321.7K (-$23.3K)
Filed 2026-11-06
Earned Wealth Advisors, LLC
INCREASED
Shares1,441 from 1,347
Change+94 (+7%)
Value$319.6K (-$985)
Filed 2026-11-06
True Link Financial Advisors, LLC
DECREASED
Shares1,440 from 1,490
Change-50 (-3%)
Value$319.5K (-$35.1K)
Filed 2026-10-27
Birch Financial Group, LLC
DECREASED
Shares1,434 from 2,200
Change-766 (-35%)
Value$318.0K (-$205.4K)
Filed 2026-10-27
TCI Wealth Advisors, Inc.
INCREASED
Shares1,433 from 1,427
Change+6 (+0%)
Value$317.9K (-$21.6K)
Filed 2026-10-30
Cornerstone Advisory, LLC
INCREASED
Shares1,431 from 1,408
Change+23 (+2%)
Value$317.6K (-$17.5K)
Filed 2026-11-06
Marathon Capital Management
DECREASED
Shares1,429 from 3,775
Change-2,346 (-62%)
Value$317.1K (-$581.1K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$316.6K (-$22.9K)
Filed 2026-10-27
Mayfair Advisory Group, LLC
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$316.4K (-$54.3K)
Filed 2026-10-20
Paladin Wealth, LLC
INCREASED
Shares1,425 from 866
Change+559 (+65%)
Value$316.1K (+$110.1K)
Filed 2026-10-23
Arbor Investment Advisors, LLC
DECREASED
Shares1,421 from 2,088
Change-667 (-32%)
Value$315.2K (-$181.5K)
Filed 2026-10-26
Planned Solutions, Inc.
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$314.6K (-$22.8K)
Filed 2026-10-19
Perpetual Ltd
UNCHANGED
Shares1,417 from 1,417
Change0 (0%)
Value$314.4K (-$22.8K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
INCREASED
Shares1,410 from 1,169
Change+241 (+21%)
Value$312.8K (+$34.7K)
Filed 2026-11-04
GenWealth Group, Inc.
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$310.8K (-$22.5K)
Filed 2026-10-16
Aries Wealth Management
DECREASED
Shares1,393 from 1,443
Change-50 (-3%)
Value$309.1K (-$34.3K)
Filed 2026-10-23
Larry Mathis Financial Planning, LLC
DECREASED
Shares1,390 from 1,438
Change-48 (-3%)
Value$308.4K (-$33.8K)
Filed 2026-10-26
Virtue Capital Management, LLC
NEW
Shares1,389
Change+1,389
Value$308.2K
Filed 2026-10-29
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares1,388 from 2,744
Change-1,356 (-49%)
Value$307.9K (-$345.0K)
Filed 2026-11-06
Verdence Capital Advisors LLC
NEW
Shares1,380
Change+1,380
Value$306.1K
Filed 2026-10-26
Greenhouse Wealth Management, LLC
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$305.9K (-$22.2K)
Filed 2026-10-20
Chicago Capital, LLC
DECREASED
Shares1,376 from 1,626
Change-250 (-15%)
Value$305.4K (-$81.6K)
Filed 2026-10-13
BCS Wealth Management
INCREASED
Shares1,374 from 1,300
Change+74 (+6%)
Value$304.8K (-$4.5K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$303.9K (-$22.0K)
Filed 2026-11-03
Elyxium Wealth, LLC
DECREASED
Shares1,361 from 1,530
Change-169 (-11%)
Value$301.9K (-$62.1K)
Filed 2026-10-27
Root Financial Partners, LLC
INCREASED
Shares1,361 from 1,230
Change+131 (+11%)
Value$302.0K (+$9.3K)
Filed 2026-10-21
SYM Financial Corp
INCREASED
Shares1,352 from 1,315
Change+37 (+3%)
Value$299.9K (-$12.9K)
Filed 2026-10-26
Tritonpoint Wealth, LLC
INCREASED
Shares1,344 from 1,122
Change+222 (+20%)
Value$298.1K (+$31.2K)
Filed 2026-10-19
Focus Financial Network, Inc.
INCREASED
Shares1,339 from 1,261
Change+78 (+6%)
Value$298.4K (-$3.0K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED
Shares1,334 from 1,336
Change-2 (0%)
Value$296.0K (-$21.9K)
Filed 2026-10-15
True North Advisors, LLC
DECREASED
Shares1,325 from 2,796
Change-1,471 (-53%)
Value$295.4K (-$369.9K)
Filed 2026-10-22
Mezzasalma Advisors, LLC
INCREASED
Shares1,319 from 1,079
Change+240 (+22%)
Value$292.6K (+$35.9K)
Filed 2026-10-14
Decker Wealth Management LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$288.4K (-$20.9K)
Filed 2026-10-09
Aspiriant, LLC
INCREASED
Shares1,298 from 1,261
Change+37 (+3%)
Value$288.0K (-$12.2K)
Filed 2026-10-16
XML Financial, LLC
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$287.3K (-$20.8K)
Filed 2026-10-29
Syverson Strege & Co
UNCHANGED
Shares1,282 from 1,282
Change0 (0%)
Value$284.4K (-$20.6K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares1,277 from 3,354
Change-2,077 (-62%)
Value$283.3K (-$514.7K)
Filed 2026-10-07
Boston Trust Walden Corp
INCREASED
Shares1,275 from 1,144
Change+131 (+11%)
Value$282.9K (+$10.7K)
Filed 2026-10-30
RMG Wealth Management LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$328.7K (+$4.0K)
Filed 2026-10-26
Purkiss Capital Advisors LLC
UNCHANGED
Shares1,259 from 1,259
Change0 (0%)
Value$279.3K (-$20.2K)
Filed 2026-11-06
Intrua Financial, LLC
DECREASED
Shares1,257 from 1,466
Change-209 (-14%)
Value$278.8K (-$70.0K)
Filed 2026-10-28
McLean Asset Management Corp
DECREASED
Shares1,257 from 1,268
Change-11 (-1%)
Value$335.3K (+$413)
Filed 2026-11-06
Intelligence Driven Advisers, LLC
DECREASED
Shares1,256 from 1,261
Change-5 (0%)
Value$278.7K (-$21.4K)
Filed 2026-10-09
Equitable Trust Co
DECREASED
Shares1,250 from 1,252
Change-2 (0%)
Value$277.3K (-$20.6K)
Filed 2026-10-13
AlphaCentric Advisors LLC
INCREASED
Shares1,245 from 657
Change+588 (+90%)
Value$276.2K (+$119.9K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
DECREASED
Shares1,243 from 1,568
Change-325 (-21%)
Value$328.1K (-$86.0K)
Filed 2026-11-05
Macroview Investment Management LLC
INCREASED
Shares1,238 from 1,212
Change+26 (+2%)
Value$274.7K (-$13.7K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
NEW
Shares1,237
Change+1,237
Value$274.4K
Filed 2026-10-13
Saybrook Capital
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$274.4K (-$19.9K)
Filed 2026-10-27
Childress Capital Advisors, LLC
INCREASED
Shares1,236 from 873
Change+363 (+42%)
Value$274.1K (+$66.5K)
Filed 2026-10-28
Tuttle Capital Management, LLC
NEW
Shares1,226
Change+1,226
Value$272.0K
Filed 2026-10-21
CWA Asset Management Group, LLC
INCREASED
Shares1,221 from 1,196
Change+25 (+2%)
Value$270.9K (-$13.7K)
Filed 2026-10-19
WP Advisors, LLC
INCREASED
Shares1,220 from 1,215
Change+5 (+0%)
Value$270.7K (-$18.3K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$270.4K (-$19.6K)
Filed 2026-11-05
Eagle Harbor Asset Management Inc
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$270.0K (-$19.6K)
Filed 2026-10-21
Sage Private Wealth Group, LLC
INCREASED
Shares1,209 from 1,017
Change+192 (+19%)
Value$268.3K (+$26.3K)
Filed 2026-10-21
Carrera Capital Advisors
INCREASED
Shares1,204 from 1,199
Change+5 (+0%)
Value$268.4K (-$18.1K)
Filed 2026-11-03
Conning Inc.
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$266.9K (-$19.3K)
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$266.2K (-$19.3K)
Filed 2026-10-29
Adelphi Trust Co
INCREASED
Shares1,196 from 1,127
Change+69 (+6%)
Value$265.3K (-$2.8K)
Filed 2026-10-05
Red Mountain Financial, LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$262.5K (-$19.0K)
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares1,179 from 1,195
Change-16 (-1%)
Value$261.6K (-$22.7K)
Filed 2026-10-28
Promethium Advisors,llc
DECREASED
Shares1,178 from 2,058
Change-880 (-43%)
Value$262.6K (-$229.3K)
Filed 2026-10-19
Riverbend Wealth Management, LLC
DECREASED
Shares1,176 from 1,231
Change-55 (-4%)
Value$260.9K (-$32.1K)
Filed 2026-10-15
Old Port Advisors
INCREASED
Shares1,173 from 1,165
Change+8 (+1%)
Value$260.2K (-$17.0K)
Filed 2026-10-23
Dakota Community Bank & Trust NA
DECREASED
Shares1,172 from 1,179
Change-7 (-1%)
Value$260.0K (-$20.5K)
Filed 2026-10-09
Lake Street Private Wealth, LLC
INCREASED
Shares1,165 from 1,159
Change+6 (+1%)
Value$258.5K (-$17.3K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
DECREASED
Shares1,159 from 1,276
Change-117 (-9%)
Value$257.1K (-$46.5K)
Filed 2026-10-22
Seamount Financial Group Inc
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$256.5K (-$18.6K)
Filed 2026-10-21
Leslie Global Wealth, LLC
INCREASED
Shares1,153 from 1,142
Change+11 (+1%)
Value$255.8K (-$15.9K)
Filed 2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED
Shares1,151 from 1,151
Change0 (0%)
Value$255.4K (-$18.5K)
Filed 2026-10-23
JSF Financial, LLC
NEW
Shares1,138
Change+1,138
Value$252.6K
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares1,137 from 1,276
Change-139 (-11%)
Value$252.0K (-$52.0K)
Filed 2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares1,137 from 1,120
Change+17 (+2%)
Value$252.2K (-$14.4K)
Filed 2026-10-23
Financial Consulate, Inc
INCREASED
Shares1,132 from 1,126
Change+6 (+1%)
Value$251.1K (-$16.8K)
Filed 2026-10-23
Heritage Family Offices, LLP
DECREASED
Shares1,130 from 1,408
Change-278 (-20%)
Value$250.7K (-$84.3K)
Filed 2026-11-02
Harrell Investment Partners, LLC
DECREASED
Shares1,129 from 1,210
Change-81 (-7%)
Value$250.4K (-$37.4K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares1,116 from 1,406
Change-290 (-21%)
Value$247.7K (-$86.7K)
Filed 2026-10-08
BAR Harbor Wealth Management
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$247.2K (-$17.9K)
Filed 2026-10-21
Liberty Capital Management, Inc.
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$246.7K (-$17.9K)
Filed 2026-11-02
Diversified Enterprises, LLC
INCREASED
Shares1,108 from 867
Change+241 (+28%)
Value$245.8K (+$39.5K)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$245.9K (-$23.6K)
Filed 2026-11-02
Elevatus Welath Management
DECREASED
Shares1,107 from 1,261
Change-154 (-12%)
Value$245.7K (-$54.4K)
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares1,105 from 1,214
Change-109 (-9%)
Value$246.3K (-$44.3K)
Filed 2026-11-05
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares1,090 from 1,127
Change-37 (-3%)
Value$241.8K (-$26.3K)
Filed 2026-11-03
Capital Square, LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$240.3K (-$32.2K)
Filed 2026-10-19
Rockline Wealth Management, LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$240.1K (-$17.4K)
Filed 2026-10-26
Smithbridge Asset Management Inc
DECREASED
Shares1,080 from 1,120
Change-40 (-4%)
Value$239.6K (-$26.9K)
Filed 2026-10-19
Rossmore Private Capital
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$240.3K (-$17.3K)
Filed 2026-10-27
Patten & Patten Inc
DECREASED
Shares1,074 from 1,099
Change-25 (-2%)
Value$238.3K (-$23.2K)
Filed 2026-10-26
55 North Private Wealth, LLC
INCREASED
Shares1,071 from 969
Change+102 (+11%)
Value$237.6K (+$7.0K)
Filed 2026-10-20
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares1,071 from 1,071
Change0 (0%)
Value$237.6K (-$17.2K)
Filed 2026-11-03
Allen Capital Group, LLC
DECREASED
Shares1,069 from 1,075
Change-6 (-1%)
Value$237.2K (-$18.6K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
INCREASED
Shares1,068 from 906
Change+162 (+18%)
Value$237.0K (+$21.3K)
Filed 2026-10-29
ACT Advisors, Llc.
INCREASED
Shares1,066 from 1,053
Change+13 (+1%)
Value$236.5K (-$14.0K)
Filed 2026-10-15
FDx Advisors, Inc.
DECREASED
Shares1,066 from 1,072
Change-6 (-1%)
Value$237.0K (-$18.0K)
Filed 2026-11-05
Sapient Capital LLC
DECREASED
Shares1,064 from 1,065
Change-1 (0%)
Value$237.2K (-$17.3K)
Filed 2026-10-08
Inscription Capital, LLC
DECREASED
Shares1,063 from 1,107
Change-44 (-4%)
Value$235.8K (-$27.6K)
Filed 2026-11-02
Woodard & Co Asset Management Group Inc
INCREASED
Shares1,063 from 1,062
Change+1 (+0%)
Value$235.8K (-$16.9K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$235.2K (-$17.0K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$234.7K (-$17.0K)
Filed 2026-10-22
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$234.3K (-$17.0K)
Filed 2026-11-02
Sterling Wealth Management, Inc.
UNCHANGED
Shares1,052 from 1,052
Change0 (0%)
Value$233.4K (-$16.9K)
Filed 2026-10-23
JGP Wealth Management, LLC
INCREASED
Shares1,051 from 955
Change+96 (+10%)
Value$233.2K (+$5.9K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares1,048 from 1,185
Change-137 (-12%)
Value$233.6K (-$49.6K)
Filed 2026-11-02
Ifrah Financial Services, Inc.
DECREASED
Shares1,048 from 1,060
Change-12 (-1%)
Value$232.4K (-$19.8K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares1,040 from 1,186
Change-146 (-12%)
Value$230.8K (-$51.4K)
Filed 2026-10-13
Stirlingshire Investments, Inc.
INCREASED
Shares1,040 from 995
Change+45 (+5%)
Value$233.3K (-$3.5K)
Filed 2026-11-05
Essex Bank
DECREASED
Shares1,037 from 1,038
Change-1 (0%)
Value$230.1K (-$16.9K)
Filed 2026-10-16
Revisor Wealth Management LLC
NEW
Shares1,036
Change+1,036
Value$248.8K
Filed 2026-10-20
Joel Isaacson & Co., LLC
DECREASED
Shares1,035 from 1,474
Change-439 (-30%)
Value$229.6K (-$121.0K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED
Shares1,030 from 1,025
Change+5 (+0%)
Value$228.6K (-$15.3K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares1,020 from 1,997
Change-977 (-49%)
Value$226.3K (-$248.8K)
Filed 2026-11-05
Pacific Sage Partners, LLC
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$226.1K (-$16.4K)
Filed 2026-10-21
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$225.2K (-$16.3K)
Filed 2026-10-07
Aafmaa Wealth Management & Trust LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$225.2K (-$16.3K)
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares1,011
Change+1,011
Value$230.1K
Filed 2026-10-14
Ballast, Inc.
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$222.1K (-$16.1K)
Filed 2026-10-20
Cullinan Associates Inc
DECREASED
Shares1,000 from 1,200
Change-200 (-17%)
Value$221.9K (-$63.7K)
Filed 2026-11-03
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$221.9K (-$16.1K)
Filed 2026-11-06
Carl P. Sherr & Co., LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$221.9K (-$16.1K)
Filed 2026-11-06
Rede Wealth, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$221.9K (-$16.1K)
Filed 2026-10-22
bLong Financial, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$221.9K (-$16.1K)
Filed 2026-10-29
Wealth Management Partners, LLC
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$221.6K (-$16.1K)
Filed 2026-10-21
Richard C. Young & Co., Ltd.
DECREASED
Shares997 from 5,650
Change-4,653 (-82%)
Value$221.2K (-$1.1M)
Filed 2026-11-04
Impact Capital Partners LLC
DECREASED
Shares997 from 1,002
Change-5 (0%)
Value$221.2K (-$17.2K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares992 from 997
Change-5 (0%)
Value$220.2K (-$17.1K)
Filed 2026-11-04
Purus Wealth Management, LLC
DECREASED
Shares992 from 994
Change-2 (0%)
Value$220.1K (-$16.4K)
Filed 2026-10-15
Fideuram Asset Management (Ireland) dac
DECREASED
Shares991 from 23,003
Change-22,012 (-96%)
Value$234.7K (-$5.2M)
Filed 2026-10-29
Cascade Investment Advisors, Inc.
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$219.2K (-$15.9K)
Filed 2026-11-02
Sard Wealth Management Group, LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$218.8K (-$15.9K)
Filed 2026-10-16
Fort Washington Investment Advisors Inc
DECREASED
Shares984 from 1,060
Change-76 (-7%)
Value$218.3K (-$33.9K)
Filed 2026-10-15
Firethorn Wealth Partners, LLC
INCREASED
Shares982 from 981
Change+1 (+0%)
Value$218.0K (-$15.6K)
Filed 2026-10-14
Interchange Capital Partners, LLC
NEW
Shares980
Change+980
Value$217.3K
Filed 2026-10-28
Affinity Capital Advisors, LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$224.6K (-$18.5K)
Filed 2026-10-13
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$216.6K (-$15.7K)
Filed 2026-10-05
Acropolis Investment Management, LLC
INCREASED
Shares974 from 941
Change+33 (+4%)
Value$216.1K (-$7.8K)
Filed 2026-10-08
Opal Wealth Advisors, LLC
DECREASED
Shares971 from 3,823
Change-2,852 (-75%)
Value$215.4K (-$694.2K)
Filed 2026-10-16
Masterinvest Kapitalanlage GmbH
DECREASED
Shares970 from 1,068
Change-98 (-9%)
Value$215.2K (-$38.9K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
DECREASED
Shares967 from 1,195
Change-228 (-19%)
Value$214.5K (-$69.8K)
Filed 2026-10-30
Kaizen Financial Strategies
INCREASED
Shares967 from 917
Change+50 (+5%)
Value$214.5K (-$8.4K)
Filed 2026-10-09
Factor Wealth Management LTD
NEW
Shares959
Change+959
Value$212.8K
Filed 2026-10-08
Burns J W & Co Inc
NEW
Shares959
Change+959
Value$212.8K
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares959 from 1,541
Change-582 (-38%)
Value$213.8K (-$154.5K)
Filed 2026-10-16
William Mack & Associates, Inc.
INCREASED
Shares959 from 956
Change+3 (+0%)
Value$212.8K (-$14.7K)
Filed 2026-10-27
Clark Financial Services Group Inc
INCREASED
Shares952 from 940
Change+12 (+1%)
Value$211.2K (-$12.5K)
Filed 2026-10-19
Carroll Advisory Group, LLC
INCREASED
Shares951 from 947
Change+4 (+0%)
Value$211.0K (-$14.3K)
Filed 2026-10-16
FNY Investment Advisers, LLC
INCREASED
Shares950 from 500
Change+450 (+90%)
Value$210.0K (+$92.0K)
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares947 from 75,671
Change-74,724 (-99%)
Value$212.5K (-$15.8K)
Filed 2026-11-02
Central Bank & Trust Co
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$210.1K (-$15.2K)
Filed 2026-10-09
Abacus Wealth Partners, LLC
DECREASED
Shares946 from 950
Change-4 (0%)
Value$209.9K (-$16.1K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$210.9K (-$15.2K)
Filed 2026-10-21
Tortuga Wealth Management, Inc
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$209.4K (-$15.2K)
Filed 2026-10-27
Uniting Wealth Partners, LLC
DECREASED
Shares943 from 1,071
Change-128 (-12%)
Value$210.2K (-$45.7K)
Filed 2026-11-06
Paragon Capital Management Ltd
INCREASED
Shares933 from 929
Change+4 (+0%)
Value$207.0K (-$14.0K)
Filed 2026-10-09
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares933 from 931
Change+2 (+0%)
Value$207.0K (-$14.6K)
Filed 2026-10-29
Walkner Condon Financial Advisors LLC
INCREASED
Shares932 from 901
Change+31 (+3%)
Value$206.8K (-$7.6K)
Filed 2026-11-02
Tableaux LLC
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$206.1K (-$14.9K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares927 from 934
Change-7 (-1%)
Value$205.7K (-$16.6K)
Filed 2026-11-05
Schorn Wealth LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$205.1K (-$14.9K)
Filed 2026-10-14
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$203.0K (-$14.7K)
Filed 2026-10-19
Kavar Capital Partners Group, LLC
DECREASED
Shares912 from 916
Change-4 (0%)
Value$202.3K (-$15.6K)
Filed 2026-11-06
CPC Advisors, LLC
INCREASED
Shares906 from 859
Change+47 (+5%)
Value$201.0K (-$3.4K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares898 from 673
Change+225 (+33%)
Value$199.3K (+$39.1K)
Filed 2026-10-16
Thompson Investment Management, Inc.
DECREASED
Shares897 from 1,397
Change-500 (-36%)
Value$199.0K (-$133.4K)
Filed 2026-10-14
Curat Global, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$191.2K (-$10.4K)
Filed 2026-10-26
Key FInancial Inc
INCREASED
Shares854 from 851
Change+3 (+0%)
Value$189.5K (-$13.0K)
Filed 2026-11-02
Canvas Wealth Advisors, LLC
NEW
Shares837
Change+837
Value$214.2K
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$184.4K (-$13.4K)
Filed 2026-10-21
Deseret Mutual Benefit Administrators
DECREASED
Shares828 from 881
Change-53 (-6%)
Value$183.7K (-$25.9K)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares815 from 782
Change+33 (+4%)
Value$180.8K (-$5.2K)
Filed 2026-10-19
Alpine Bank Wealth Management
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$180.6K (-$13.1K)
Filed 2026-10-16
Legacies Wealth LLC
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$179.0K (-$13.0K)
Filed 2026-11-02
First Financial Corp
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$177.0K (-$12.8K)
Filed 2026-10-13
Summit Securities Group LLC
INCREASED
Shares792 from 60
Change+732 (+1220%)
Value$175.7K (+$161.4K)
Filed 2026-11-05
Southern Michigan Bank & Trust
DECREASED
Shares783 from 788
Change-5 (-1%)
Value$173.7K (-$13.8K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$172.2K (-$12.5K)
Filed 2026-10-05
Cromwell Holdings LLC
INCREASED
Shares731 from 708
Change+23 (+3%)
Value$162.9K (-$6.3K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$160.8K (-$11.7K)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares724 from 736
Change-12 (-2%)
Value$160.6K (-$14.5K)
Filed 2026-11-04
West Paces Advisors Inc.
DECREASED
Shares718 from 831
Change-113 (-14%)
Value$159.3K (-$38.4K)
Filed 2026-10-13
Livelsberger Financial Advisory
NEW
Shares706
Change+706
Value$156.6K
Filed 2026-10-28
Planning Strategies Inc.
INCREASED
Shares706 from 704
Change+2 (+0%)
Value$156.6K (-$10.9K)
Filed 2026-10-02
Bfsg, LLC
DECREASED
Shares692 from 777
Change-85 (-11%)
Value$153.5K (-$31.4K)
Filed 2026-10-30
Y.D. More Investments Ltd
INCREASED
Shares667 from 166
Change+501 (+302%)
Value$148.0K (+$147.8K)
Filed 2026-11-02
Groesbeck Investment Management Corp
DECREASED
Shares660 from 725
Change-65 (-9%)
Value$146.0K (-$27.0K)
Filed 2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$167.9K (+$13.7K)
Filed 2026-10-29
Laurel Wealth Advisors LLC
NEW
Shares616
Change+616
Value$136.7K
Filed 2026-10-27
Oakworth Capital, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$135.6K (-$13.0K)
Filed 2026-10-26
Manchester Capital Management LLC
DECREASED
Shares610 from 632
Change-22 (-3%)
Value$135.3K (-$15.0K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED
Shares601 from 439
Change+162 (+37%)
Value$133.3K (+$28.9K)
Filed 2026-10-27
TrustBank
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$133.1K (-$9.6K)
Filed 2026-10-20
Adirondack Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$133.1K (-$9.6K)
Filed 2026-10-14
Montag A & Associates Inc
DECREASED
Shares598 from 600
Change-2 (0%)
Value$133.3K (-$10.2K)
Filed 2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares584 from 884
Change-300 (-34%)
Value$129.6K (-$80.7K)
Filed 2026-10-21
First Premier Bank
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$130.0K (-$9.0K)
Filed 2026-10-13
Covestor Ltd
DECREASED
Shares582 from 748
Change-166 (-22%)
Value$129.0K (-$49.0K)
Filed 2026-10-30
Albion Financial Group
INCREASED
Shares560 from 552
Change+8 (+1%)
Value$124.3K (-$7.0K)
Filed 2026-10-21
Zions Bancorporation, National Association
INCREASED
Shares552 from 537
Change+15 (+3%)
Value$122.5K (-$5.3K)
Filed 2026-11-06
Ares Financial Consulting, LLC
INCREASED
Shares541 from 525
Change+16 (+3%)
Value$120.1K (-$4.7K)
Filed 2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$120.0K (-$8.7K)
Filed 2026-10-23
First United Bank & Trust
DECREASED
Shares528 from 540
Change-12 (-2%)
Value$117.1K (-$11.3K)
Filed 2026-10-22
Bay Harbor Wealth Management, LLC
DECREASED
Shares526 from 561
Change-35 (-6%)
Value$117.3K (-$16.8K)
Filed 2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$115.4K (-$8.4K)
Filed 2026-10-28
Northstar Asset Management Co
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$125.5K (-$4.5K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
DECREASED
Shares497 from 708
Change-211 (-30%)
Value$110.2K (-$58.4K)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares484 from 284
Change+200 (+70%)
Value$107.4K (+$39.8K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
INCREASED
Shares479 from 308
Change+171 (+56%)
Value$106.3K (+$33.0K)
Filed 2026-10-22
Byrne Asset Management LLC
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$105.2K (-$6.3K)
Filed 2026-10-06
Networth Advisors, LLC
INCREASED
Shares429 from 427
Change+2 (+0%)
Value$95.1K (-$6.5K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED
Shares429 from 431
Change-2 (0%)
Value$95.2K (-$7.4K)
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
INCREASED
Shares425 from 423
Change+2 (+0%)
Value$94.3K (-$6.4K)
Filed 2026-10-29
Rydar Equities, Inc.
NEW
Shares421
Change+421
Value$94.2K
Filed 2026-10-13
Your Advocates Ltd., LLP
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$88.7K (-$6.4K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$87.0K (-$6.0K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares362 from 345
Change+17 (+5%)
Value$80.0K (-$2.0K)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares359
Change+359
Value$79.6K
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares352 from 247
Change+105 (+43%)
Value$78.2K (+$19.4K)
Filed 2026-11-02
Global Trust Asset Management, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$77.7K (-$5.6K)
Filed 2026-10-19
West Branch Capital LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$76.8K (-$5.6K)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares336 from 317
Change+19 (+6%)
Value$74.5K (-$882)
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$73.9K (-$5.4K)
Filed 2026-11-03
StrongBox Wealth, LLC
INCREASED
Shares328 from 228
Change+100 (+44%)
Value$72.8K (+$18.5K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares328 from 301
Change+27 (+9%)
Value$72.8K (+$1.2K)
Filed 2026-10-20
Olistico Wealth, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$72.8K (-$5.3K)
Filed 2026-10-05
Cedar Mountain Advisors, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$72.1K (-$5.2K)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
INCREASED
Shares320 from 319
Change+1 (+0%)
Value$71.0K (-$4.9K)
Filed 2026-11-02
CrossGen Wealth, LLC
INCREASED
Shares318 from 309
Change+9 (+3%)
Value$70.6K (-$2.9K)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares307
Change+307
Value$68.2K
Filed 2026-10-09
Kingdom Financial Group Llc.
INCREASED
Shares306 from 223
Change+83 (+37%)
Value$67.9K (+$14.8K)
Filed 2026-11-04
Mainstream Capital Management LLC
NEW
Shares300
Change+300
Value$66.6K
Filed 2026-10-23
SJS Investment Consulting Inc.
INCREASED
Shares291 from 269
Change+22 (+8%)
Value$64.6K (+$556)
Filed 2026-10-26
Elevation Wealth Partners, LLC
INCREASED
Shares288 from 211
Change+77 (+36%)
Value$63.9K (+$13.7K)
Filed 2026-10-07
Mosley Wealth Management
INCREASED
Shares284 from 281
Change+3 (+1%)
Value$68.0K (+$1.1K)
Filed 2026-10-16
Valley Wealth Managers, Inc.
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$62.8K (-$4.6K)
Filed 2026-10-09
City State Bank
INCREASED
Shares277 from 219
Change+58 (+26%)
Value$61.5K (+$9.3K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
DECREASED
Shares267 from 275
Change-8 (-3%)
Value$59.2K (-$6.2K)
Filed 2026-10-23
First Community Trust NA
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$56.6K (-$4.1K)
Filed 2026-10-07
United Community Bank
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$55.9K (-$4.1K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$55.5K (-$4.0K)
Filed 2026-11-02
WPG Advisers, LLC
INCREASED
Shares243 from 240
Change+3 (+1%)
Value$53.9K (-$3.2K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$53.0K (-$3.8K)
Filed 2026-10-20
Financial Management Professionals, Inc.
INCREASED
Shares235 from 209
Change+26 (+12%)
Value$52.4K (+$2.4K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$50.8K (-$3.7K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
INCREASED
Shares228 from 200
Change+28 (+14%)
Value$50.6K (+$3.0K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$49.9K (-$3.6K)
Filed 2026-10-21
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$50.0K (-$3.0K)
Filed 2026-11-02
American National Bank & Trust
DECREASED
Shares223 from 294
Change-71 (-24%)
Value$49.5K (-$20.5K)
Filed 2026-10-07
Fortitude Family Office, LLC
DECREASED
Shares216 from 234
Change-18 (-8%)
Value$47.9K (-$7.8K)
Filed 2026-10-14
Private Wealth Management Group, LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$47.7K (-$3.5K)
Filed 2026-10-19
Arlington Trust Co LLC
INCREASED
Shares214 from 118
Change+96 (+81%)
Value$47.5K (+$19.4K)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares206 from 189
Change+17 (+9%)
Value$45.7K (+$732)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares200 from 141
Change+59 (+42%)
Value$44.4K (+$10.8K)
Filed 2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$41.7K (-$3.0K)
Filed 2026-10-22
PFS Partners, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$41.4K (-$2.8K)
Filed 2026-10-21
Nvwm, LLC
INCREASED
Shares184 from 8
Change+176 (+2200%)
Value$40.8K (+$38.9K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares179 from 115
Change+64 (+56%)
Value$39.7K (+$12.4K)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares175 from 250
Change-75 (-30%)
Value$38.8K (-$20.7K)
Filed 2026-10-30
University of Texas S AM Investment Management Co
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$37.5K (-$2.7K)
Filed 2026-11-03
Hilltop National Bank
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$36.4K (-$2.6K)
Filed 2026-10-14
Community Bank, N.A.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$35.7K (-$2.6K)
Filed 2026-11-06
Kentucky Trust Co
INCREASED
Shares160 from 117
Change+43 (+37%)
Value$35.5K (+$7.7K)
Filed 2026-10-15
First Bancorp, Inc
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$35.5K (-$2.6K)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$34.0K (-$5.2K)
Filed 2026-10-30
Clearstead Trust, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$33.7K (-$2.4K)
Filed 2026-11-06
Atwood & Palmer Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$33.3K (-$2.4K)
Filed 2026-10-08
Vision Financial Markets LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$33.3K (-$2.4K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$32.6K (-$2.4K)
Filed 2026-10-28
Hughes Financial Services, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$37.4K (+$2.6K)
Filed 2026-10-30
Ascentis Independent Advisors
INCREASED
Shares143 from 14
Change+129 (+921%)
Value$32.0K (+$28.6K)
Filed 2026-11-03
Archer Investment Corp
DECREASED
Shares138 from 394
Change-256 (-65%)
Value$30.7K (-$63.0K)
Filed 2026-11-05
Dorato Capital Management
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$30.9K (-$3.8K)
Filed 2026-10-08
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$29.7K (-$2.2K)
Filed 2026-10-21
Prudent Man Investment Management, Inc.
NEW
Shares133
Change+133
Value$29.5K
Filed 2026-11-03
Creative Capital Management Investments LLC
INCREASED
Shares133 from 124
Change+9 (+7%)
Value$29.5K (+$2)
Filed 2026-10-28
10Elms LLP
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$29.3K (-$2.1K)
Filed 2026-11-06
Joseph Group Capital Management
INCREASED
Shares129 from 113
Change+16 (+14%)
Value$28.6K (+$1.7K)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares126 from 127
Change-1 (-1%)
Value$28.0K (-$2.3K)
Filed 2026-10-29
Salomon & Ludwin, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$27.5K (-$2.6K)
Filed 2026-10-29
Rakuten Securities, Inc.
NEW
Shares122
Change+122
Value$27.1K
Filed 2026-11-02
Avion Wealth
DECREASED
Shares121 from 281
Change-160 (-57%)
Value$26 (-$40)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$26.2K (-$1.7K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares116 from 71
Change+45 (+63%)
Value$25.7K (+$8.8K)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares113 from 109
Change+4 (+4%)
Value$25.1K (-$840)
Filed 2026-11-03
Advocate Investing Services LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$24.4K (-$1.8K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
INCREASED
Shares108 from 93
Change+15 (+16%)
Value$24.0K (+$1.8K)
Filed 2026-10-09
Gables Capital Management Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$24.0K (-$1.7K)
Filed 2026-11-04
Quaker Wealth Management, LLC
INCREASED
Shares107 from 7
Change+100 (+1429%)
Value$23.7K (+$22.1K)
Filed 2026-10-22
Valued Wealth Advisors LLC
INCREASED
Shares106 from 95
Change+11 (+12%)
Value$23.7K (+$960)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$23.5K (-$1.7K)
Filed 2026-11-02
Bayban
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$24.5K ($0)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares100 from 69
Change+31 (+45%)
Value$22.3K (+$5.8K)
Filed 2026-10-29
Markowski Investments
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.2K (-$1.6K)
Filed 2026-10-30
Peoples Financial Services Corp.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.2K (-$1.6K)
Filed 2026-10-20
Cornerstone National Bank & Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.4K (-$1.9K)
Filed 2026-10-20
Accordant Advisory Group Inc
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$21.5K (-$1.6K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$20.4K (-$1.5K)
Filed 2026-10-13
Birchbrook, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$18.9K (-$1.3K)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares84 from 77
Change+7 (+9%)
Value$18.6K (+$316)
Filed 2026-11-04
Essential Partners LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$18.6K (-$1.4K)
Filed 2026-10-14
Bullock Wealth Management Group
INCREASED
Shares83 from 45
Change+38 (+84%)
Value$18.6K (+$7.7K)
Filed 2026-10-09
Aspect Partners, LLC
DECREASED
Shares82 from 84
Change-2 (-2%)
Value$18.2K (-$1.8K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$18.2K (-$1.3K)
Filed 2026-10-26
Holos Integrated Wealth LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$19.7K (-$369)
Filed 2026-10-23
Hara Capital LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$17.8K (-$1.3K)
Filed 2026-10-30
James T. Borello RIA
INCREASED
Shares78 from 75
Change+3 (+4%)
Value$17.3K (-$541)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$16.6K (-$1.2K)
Filed 2026-10-20
Princeton Global Asset Management LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$16.6K (-$1.2K)
Filed 2026-10-21
Tower Trust & Investment Co
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$16.4K (-$1.2K)
Filed 2026-10-28
IAG Wealth Partners, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$16.2K (-$1.2K)
Filed 2026-11-06
High Note Wealth, LLC
INCREASED
Shares72 from 64
Change+8 (+13%)
Value$16.0K (+$746)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$15.5K (-$1.0K)
Filed 2026-10-28
Hurley Capital, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$15.5K (-$1.1K)
Filed 2026-11-05
Nvest Wealth Strategies, Inc.
INCREASED
Shares68 from 59
Change+9 (+15%)
Value$15.1K (+$1.0K)
Filed 2026-10-14
Torren Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$14.8K (-$1.1K)
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares63
Change+63
Value$14.0K
Filed 2026-10-19
DecisionPoint Financial, LLC
INCREASED
Shares62 from 60
Change+2 (+3%)
Value$13.9K (-$674)
Filed 2026-10-27
Tounjian Advisory Partners, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$13.6K (-$930)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$13.3K (-$964)
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$12.9K (-$900)
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares52 from 19
Change+33 (+174%)
Value$11.5K (+$7.0K)
Filed 2026-11-05
Montgomery Financial Services LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$11.5K (-$836)
Filed 2026-11-03
Pacifica Partners Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.2K (-$1.3K)
Filed 2026-10-09
Harbor Capital Advisors, Inc.
DECREASED
Shares48 from 101
Change-53 (-52%)
Value$11 (-$24.0K)
Filed 2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares46 from 1
Change+45 (+4500%)
Value$10.2K (+$10.0K)
Filed 2026-10-15
Tompkins Financial Corp
DECREASED
Shares44 from 57
Change-13 (-23%)
Value$9.8K (-$3.8K)
Filed 2026-10-05
Financial Perspectives, Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$9.8K (-$707)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$9.6K (-$695)
Filed 2026-10-26
IMG Wealth Management, Inc.
INCREASED
Shares42 from 33
Change+9 (+27%)
Value$9.3K (+$1.5K)
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares39
Change+39
Value$8.7K
Filed 2026-10-26
Proathlete Wealth Management LLC
NEW
Shares38
Change+38
Value$8.4K
Filed 2026-10-15
GoalVest Advisory LLC
NEW
Shares36
Change+36
Value$8.0K
Filed 2026-10-02
Community Financial Services Group, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$8.1K (-$673)
Filed 2026-10-15
1620 Investment Advisors, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$7.8K (-$563)
Filed 2026-11-04
Marquette Asset Management, LLC
DECREASED
Shares33 from 39
Change-6 (-15%)
Value$7.3K (-$2.0K)
Filed 2026-10-09
Valley National Advisers Inc
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$7.1K (-$277)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$7.1K (-$514)
Filed 2026-10-29
Advantage Trust Co
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$6.9K (-$498)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$6.9K (-$499)
Filed 2026-10-16
Retirement Wealth Solutions LLC
DECREASED
Shares30 from 32
Change-2 (-6%)
Value$6.7K (-$959)
Filed 2026-10-07
Balance Wealth Partners LLC
NEW
Shares29
Change+29
Value$6.5K
Filed 2026-10-27
Addison Advisors LLC
INCREASED
Shares29 from 27
Change+2 (+7%)
Value$6.4K (+$9)
Filed 2026-11-06
Cdkv Holdings LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$6.2K (-$450)
Filed 2026-10-28
Syntax Research, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$6.2K (-$450)
Filed 2026-11-04
NBH Bank
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.8K (-$418)
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.5K (-$402)
Filed 2026-10-30
Key Capital Management, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.9K (-$354)
Filed 2026-11-03
Clark Wealth Partners
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.7K (-$333)
Filed 2026-10-19
Pittenger & Anderson Inc
NEW
Shares20
Change+20
Value$4.4K
Filed 2026-11-02
Guardian Partners Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.4K (-$322)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares18
Change+18
Value$4.0K
Filed 2026-11-04
Coston, McIsaac & Partners
NEW
Shares16
Change+16
Value$3.5K
Filed 2026-11-06
American Capital Advisory, LLC
INCREASED
Shares16 from 15
Change+1 (+7%)
Value$3.6K (-$20)
Filed 2026-10-28
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.6K (-$257)
Filed 2026-10-16
Abound Wealth Management
INCREASED
Shares15 from 5
Change+10 (+200%)
Value$3.3K (+$2.1K)
Filed 2026-10-26
Gleason Group, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.2K (-$214)
Filed 2026-10-15
Evolution Wealth Management Inc.
DECREASED
Shares13 from 142
Change-129 (-91%)
Value$2.9K (-$30.9K)
Filed 2026-10-28
J.Safra Asset Management Corp
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.7K (-$193)
Filed 2026-11-03
KFG LLC
NEW
Shares11
Change+11
Value$2.4K
Filed 2026-11-02
Kings Path Partners LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.4K (-$177)
Filed 2026-10-21
WestEnd Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.0K (-$144)
Filed 2026-10-27
Navigoe, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Horizon Financial Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.3K (-$97)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.1K (-$80)
Filed 2026-10-15
Three Bridge Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$892
Filed 2026-11-05
Fairway Wealth LLC
NEW
Shares4
Change+4
Value$887
Filed 2026-10-30
Leonteq Securities AG
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$887 (+$173)
Filed 2026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$887 (-$65)
Filed 2026-10-16
Phillip James Consulting Co.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$887 (-$65)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$887 (-$65)
Filed 2026-10-23
Fairscale Capital, LLC
NEW
Shares3
Change+3
Value$780
Filed 2026-11-04
Bayforest Capital Ltd
NEW
Shares3
Change+3
Value$666
Filed 2026-11-03
Trust Co
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$666 (-$48)
Filed 2026-10-09
Mascoma Wealth Management LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$666 (-$48)
Filed 2026-10-23
Align Financial, LLC
NEW
Shares2
Change+2
Value$444
Filed 2026-10-16
Redwood Park Advisors LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$444 (-$32)
Filed 2026-11-02
Breakwater Investment Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$444 (-$32)
Filed 2026-10-20
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$444 (-$32)
Filed 2026-10-15
Gilpin Wealth Management, LLC
NEW
Shares1
Change+1
Value$222
Filed 2026-10-09
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$222
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$222 (-$16)
Filed 2026-10-15
GHP Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$222 (-$16)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$222 (-$16)
Filed 2026-10-16
Deprince Race & Zollo Inc
CLOSED
Shares0 from 194,752
Change-194,752 (-100%)
Value$0 (-$46.3M)
Filed 2026-10-13
Vestor Capital, LLC
CLOSED
Shares0 from 34,990
Change-34,990 (-100%)
Value$0 (-$8.8K)
Filed 2026-11-04
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 10,361
Change-10,361 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-04
CV Advisors LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-13
Jefferies Financial Group Inc.
CLOSED
Shares0 from 5,272
Change-5,272 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 4,703
Change-4,703 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
Sustainable Insight Capital Management, LLC
CLOSED
Shares0 from 4,569
Change-4,569 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 3,731
Change-3,731 (-100%)
Value$0 (-$887.8K)
Filed 2026-11-06
Diversified Trust Co
CLOSED
Shares0 from 3,425
Change-3,425 (-100%)
Value$0 (-$814.9K)
Filed 2026-11-06
Third View Private Wealth, LLC
CLOSED
Shares0 from 2,565
Change-2,565 (-100%)
Value$0 (-$610.3K)
Filed 2026-10-30
Bingham Private Wealth, LLC
CLOSED
Shares0 from 2,437
Change-2,437 (-100%)
Value$0 (-$579.9K)
Filed 2026-11-05
Means Investment Co., Inc.
CLOSED
Shares0 from 1,869
Change-1,869 (-100%)
Value$0 (-$444.7K)
Filed 2026-11-03
Visionary Horizons, LLC
CLOSED
Shares0 from 1,760
Change-1,760 (-100%)
Value$0 (-$418.9K)
Filed 2026-10-22
Headland Capital, LLC
CLOSED
Shares0 from 1,685
Change-1,685 (-100%)
Value$0 (-$400.9K)
Filed 2026-11-06
Howard Capital Management Group, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$356.9K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,408
Change-1,408 (-100%)
Value$0 (-$335.0K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 1,395
Change-1,395 (-100%)
Value$0 (-$336.8K)
Filed 2026-10-13
Kestra Investment Management, LLC
CLOSED
Shares0 from 1,334
Change-1,334 (-100%)
Value$0 (-$317.3K)
Filed 2026-11-04
Salzhauer Michael
CLOSED
Shares0 from 1,287
Change-1,287 (-100%)
Value$0 (-$306.2K)
Filed 2026-10-28
MBL Wealth, LLC
CLOSED
Shares0 from 1,238
Change-1,238 (-100%)
Value$0 (-$294.6K)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
CLOSED
Shares0 from 1,151
Change-1,151 (-100%)
Value$0 (-$273.9K)
Filed 2026-10-05
Turtle Creek Wealth Advisors, LLC
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$267.7K)
Filed 2026-10-15
Smart Wealth LLC
CLOSED
Shares0 from 1,124
Change-1,124 (-100%)
Value$0 (-$267.6K)
Filed 2026-11-04
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$261.7K)
Filed 2026-11-03
James Investment Research, Inc.
CLOSED
Shares0 from 990
Change-990 (-100%)
Value$0 (-$235.6K)
Filed 2026-10-22
Blodgett Wealth Advisors, LLC
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-23
Measured Risk Portfolios, Inc.
CLOSED
Shares0 from 945
Change-945 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 922
Change-922 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-28
Canopy Partners, LLC
CLOSED
Shares0 from 913
Change-913 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-28
Saxon Interests, Inc.
CLOSED
Shares0 from 904
Change-904 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-26
Allen Wealth Management, LLC
CLOSED
Shares0 from 904
Change-904 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-29
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$218.8K)
Filed 2026-10-08
Raab & Moskowitz Asset Management LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$214.1K)
Filed 2026-11-02
Camden National Bank
CLOSED
Shares0 from 895
Change-895 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-02
Radnor Capital Management, LLC
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-23
Lineweaver Wealth Advisors, LLC
CLOSED
Shares0 from 881
Change-881 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-13
Avity Investment Management Inc.
CLOSED
Shares0 from 879
Change-879 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-09
EnRich Financial Partners LLC
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-21
United Bank
CLOSED
Shares0 from 847
Change-847 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-06
Davidson Trust Co
CLOSED
Shares0 from 843
Change-843 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-09
Newton One Investments LLC
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$76.9K)
Filed 2026-10-14
Solstein Capital, LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$72.8K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$63.8K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$63.1K)
Filed 2026-10-14
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$62.8K)
Filed 2026-11-03
Atlatl Advisers LLC
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$62.1K)
Filed 2026-10-22
Kelleher Financial Advisors
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-30
LifeSteps Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$23.8K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-23
Clean Yield Group
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-28
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$714)
Filed 2026-10-21
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$238)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$91)
Filed 2026-10-16
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.8M (-$142.1K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 22,860,586
Change-22,860,586 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 16,810,820
Change-16,810,820 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 13,614,924
Change-13,614,924 (-100%)
Value—
State Street Corp
N/A
Shares— from 12,510,392
Change-12,510,392 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,696,007
Change-8,696,007 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,929,054
Change-7,929,054 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,927,387
Change-5,927,387 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 5,235,375
Change-5,235,375 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,666,312
Change-3,666,312 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,598,458
Change-3,598,458 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,078,480
Change-3,078,480 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,912,259
Change-2,912,259 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,622,964
Change-2,622,964 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,565,357
Change-2,565,357 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,438,113
Change-2,438,113 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,167,998
Change-2,167,998 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,029,241
Change-2,029,241 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,913,516
Change-1,913,516 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,856,753
Change-1,856,753 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,831,091
Change-1,831,091 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,803,390
Change-1,803,390 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,682,730
Change-1,682,730 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,651,513
Change-1,651,513 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,596,620
Change-1,596,620 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,538,436
Change-1,538,436 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,445,050
Change-1,445,050 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 1,340,093
Change-1,340,093 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,284,462
Change-1,284,462 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,117,811
Change-1,117,811 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,085,549
Change-1,085,549 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 905,537
Change-905,537 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 790,255
Change-790,255 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 728,200
Change-728,200 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 701,298
Change-701,298 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 687,977
Change-687,977 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 662,030
Change-662,030 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 655,878
Change-655,878 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 638,299
Change-638,299 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 597,802
Change-597,802 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 588,581
Change-588,581 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 579,203
Change-579,203 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 567,868
Change-567,868 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 562,142
Change-562,142 (-100%)
Value—
National Pension Service
N/A
Shares— from 544,451
Change-544,451 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 526,012
Change-526,012 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 518,826
Change-518,826 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 503,170
Change-503,170 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 481,162
Change-481,162 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 442,190
Change-442,190 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 440,923
Change-440,923 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 434,349
Change-434,349 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 422,369
Change-422,369 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 407,900
Change-407,900 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 367,669
Change-367,669 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 358,248
Change-358,248 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 339,616
Change-339,616 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 337,403
Change-337,403 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 323,880
Change-323,880 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 307,379
Change-307,379 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 300,604
Change-300,604 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 294,826
Change-294,826 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 269,154
Change-269,154 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 264,330
Change-264,330 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 251,114
Change-251,114 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 241,483
Change-241,483 (-100%)
Value—
Blair William & Co
N/A
Shares— from 241,165
Change-241,165 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 231,771
Change-231,771 (-100%)
Value—
Aviva PLC
N/A
Shares— from 230,814
Change-230,814 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 223,225
Change-223,225 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 214,358
Change-214,358 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 200,694
Change-200,694 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 196,269
Change-196,269 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 195,664
Change-195,664 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 189,275
Change-189,275 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 187,419
Change-187,419 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 187,346
Change-187,346 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 187,137
Change-187,137 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 183,928
Change-183,928 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 183,280
Change-183,280 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 182,214
Change-182,214 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 178,755
Change-178,755 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 164,990
Change-164,990 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 164,893
Change-164,893 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 163,865
Change-163,865 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 155,948
Change-155,948 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 149,114
Change-149,114 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 144,205
Change-144,205 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 143,377
Change-143,377 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 138,442
Change-138,442 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 137,841
Change-137,841 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 137,559
Change-137,559 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 134,652
Change-134,652 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 132,095
Change-132,095 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 130,439
Change-130,439 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 129,497
Change-129,497 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 127,397
Change-127,397 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 126,941
Change-126,941 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 125,296
Change-125,296 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 123,570
Change-123,570 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 122,500
Change-122,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 121,915
Change-121,915 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 121,189
Change-121,189 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 120,099
Change-120,099 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 117,651
Change-117,651 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 117,168
Change-117,168 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 116,214
Change-116,214 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 113,995
Change-113,995 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 111,815
Change-111,815 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 111,023
Change-111,023 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 110,078
Change-110,078 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 109,265
Change-109,265 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 107,701
Change-107,701 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 105,288
Change-105,288 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 104,929
Change-104,929 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 104,430
Change-104,430 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 101,880
Change-101,880 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 100,909
Change-100,909 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 98,934
Change-98,934 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 98,145
Change-98,145 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 94,779
Change-94,779 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 94,000
Change-94,000 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 92,814
Change-92,814 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 91,875
Change-91,875 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 91,375
Change-91,375 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 90,608
Change-90,608 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 88,976
Change-88,976 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 87,168
Change-87,168 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 83,957
Change-83,957 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 83,509
Change-83,509 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 83,380
Change-83,380 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 80,861
Change-80,861 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 78,360
Change-78,360 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 77,548
Change-77,548 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 77,102
Change-77,102 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 75,684
Change-75,684 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 74,987
Change-74,987 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 74,729
Change-74,729 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 73,499
Change-73,499 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 71,653
Change-71,653 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 69,272
Change-69,272 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 64,331
Change-64,331 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 61,746
Change-61,746 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 60,920
Change-60,920 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 58,877
Change-58,877 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 58,859
Change-58,859 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 58,535
Change-58,535 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 58,160
Change-58,160 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 57,528
Change-57,528 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 57,257
Change-57,257 (-100%)
Value—
Man Group plc
N/A
Shares— from 57,089
Change-57,089 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 56,898
Change-56,898 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 56,841
Change-56,841 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 56,235
Change-56,235 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 56,149
Change-56,149 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 54,895
Change-54,895 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 52,804
Change-52,804 (-100%)
Value—
Commerce Bank
N/A
Shares— from 51,206
Change-51,206 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 50,903
Change-50,903 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 50,587
Change-50,587 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 50,027
Change-50,027 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 49,780
Change-49,780 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 49,772
Change-49,772 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 49,088
Change-49,088 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 49,018
Change-49,018 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 46,578
Change-46,578 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 46,183
Change-46,183 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 45,607
Change-45,607 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 45,375
Change-45,375 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 44,496
Change-44,496 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 43,171
Change-43,171 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 41,297
Change-41,297 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 41,053
Change-41,053 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 40,467
Change-40,467 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 39,450
Change-39,450 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 39,004
Change-39,004 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 38,946
Change-38,946 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 38,803
Change-38,803 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 38,557
Change-38,557 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 38,167
Change-38,167 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 38,100
Change-38,100 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 37,589
Change-37,589 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 37,584
Change-37,584 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 37,518
Change-37,518 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 36,023
Change-36,023 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 35,997
Change-35,997 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 34,887
Change-34,887 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 34,584
Change-34,584 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 34,358
Change-34,358 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 33,834
Change-33,834 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 33,623
Change-33,623 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 32,192
Change-32,192 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 31,225
Change-31,225 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 30,832
Change-30,832 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 30,689
Change-30,689 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 30,553
Change-30,553 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 30,470
Change-30,470 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 30,260
Change-30,260 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 29,874
Change-29,874 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 29,809
Change-29,809 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 29,800
Change-29,800 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 29,274
Change-29,274 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 28,835
Change-28,835 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 28,721
Change-28,721 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 27,857
Change-27,857 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 26,487
Change-26,487 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 26,054
Change-26,054 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 25,996
Change-25,996 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 25,919
Change-25,919 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 25,689
Change-25,689 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 25,404
Change-25,404 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 24,636
Change-24,636 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 23,818
Change-23,818 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 23,815
Change-23,815 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 23,089
Change-23,089 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 22,893
Change-22,893 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 22,663
Change-22,663 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 22,236
Change-22,236 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 21,155
Change-21,155 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 20,915
Change-20,915 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 20,771
Change-20,771 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,625
Change-20,625 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 20,580
Change-20,580 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 20,391
Change-20,391 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 20,366
Change-20,366 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 20,153
Change-20,153 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 20,150
Change-20,150 (-100%)
Value—
FCA Corp
N/A
Shares— from 20,086
Change-20,086 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 20,050
Change-20,050 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 19,553
Change-19,553 (-100%)
Value—
&partners
N/A
Shares— from 19,528
Change-19,528 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 19,510
Change-19,510 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 19,318
Change-19,318 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 18,443
Change-18,443 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 18,419
Change-18,419 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 18,076
Change-18,076 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 17,851
Change-17,851 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 17,584
Change-17,584 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,565
Change-17,565 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 17,252
Change-17,252 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 17,093
Change-17,093 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 16,951
Change-16,951 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 16,856
Change-16,856 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 16,462
Change-16,462 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 16,259
Change-16,259 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 16,094
Change-16,094 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 15,943
Change-15,943 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 15,539
Change-15,539 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,465
Change-15,465 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 15,464
Change-15,464 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,461
Change-15,461 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 15,194
Change-15,194 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 15,110
Change-15,110 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 15,101
Change-15,101 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 14,894
Change-14,894 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Calydon Capital
N/A
Shares— from 14,520
Change-14,520 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 14,351
Change-14,351 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 14,124
Change-14,124 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 13,499
Change-13,499 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Stephens Inc
N/A
Shares— from 13,295
Change-13,295 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 13,277
Change-13,277 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 13,102
Change-13,102 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 13,023
Change-13,023 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 12,777
Change-12,777 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,722
Change-12,722 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 12,642
Change-12,642 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,323
Change-12,323 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,940
Change-11,940 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,753
Change-11,753 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 11,694
Change-11,694 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Prudential PLC
N/A
Shares— from 11,526
Change-11,526 (-100%)
Value—
EFG International AG
N/A
Shares— from 11,321
Change-11,321 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 11,143
Change-11,143 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 10,933
Change-10,933 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 10,879
Change-10,879 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,833
Change-10,833 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 10,556
Change-10,556 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 10,076
Change-10,076 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 9,636
Change-9,636 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,445
Change-9,445 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 9,413
Change-9,413 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 9,400
Change-9,400 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,191
Change-9,191 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 8,767
Change-8,767 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,651
Change-8,651 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 8,607
Change-8,607 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 8,450
Change-8,450 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 8,416
Change-8,416 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 8,254
Change-8,254 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 8,221
Change-8,221 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 8,154
Change-8,154 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,831
Change-7,831 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 7,814
Change-7,814 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 7,769
Change-7,769 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 7,754
Change-7,754 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 7,669
Change-7,669 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 7,661
Change-7,661 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 7,601
Change-7,601 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 7,452
Change-7,452 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 7,117
Change-7,117 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 6,946
Change-6,946 (-100%)
Value—
Ossiam
N/A
Shares— from 6,864
Change-6,864 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 6,584
Change-6,584 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
FIL Ltd
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 6,401
Change-6,401 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Bank OZK
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
Invst, LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 6,005
Change-6,005 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 5,869
Change-5,869 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 5,784
Change-5,784 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,678
Change-5,678 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,697
Change-4,697 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,482
Change-4,482 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 4,283
Change-4,283 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Board of the Pension Protection Fund
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,826
Change-3,826 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
United Bank
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,739
Change-2,739 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Dodge & COX
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 989
Change-989 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 987
Change-987 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 968
Change-968 (-100%)
Value—
S&T Bank
N/A
Shares— from 968
Change-968 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 958
Change-958 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 945
Change-945 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 928
Change-928 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 927
Change-927 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 920
Change-920 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 912
Change-912 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 911
Change-911 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 870
Change-870 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 809
Change-809 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 745
Change-745 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 622
Change-622 (-100%)
Value—
Rogco, LP
N/A
Shares— from 569
Change-569 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 544
Change-544 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 524
Change-524 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 487
Change-487 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 431
Change-431 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 415
Change-415 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 385
Change-385 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 383
Change-383 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 366
Change-366 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 336
Change-336 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 325
Change-325 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 305
Change-305 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 271
Change-271 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 229
Change-229 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 200
Change-200 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 199
Change-199 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 195
Change-195 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 179
Change-179 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Motco
N/A
Shares— from 135
Change-135 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 119
Change-119 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 105
Change-105 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 95
Change-95 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 83
Change-83 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 79
Change-79 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 78
Change-78 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 76
Change-76 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 39
Change-39 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
BNP Paribas
N/A
Shares— from 36
Change-36 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 29
Change-29 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 2
Change-2 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED8,274,3668,158,947+115,419+1%$2.0B$1.8B-$102.1M2026-11-06
Deutsche Bank Ag\
DECREASED3,969,9014,239,087-269,186-6%$1.0B$880.8M-$127.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,250,7383,071,488+179,250+6%$730.9M$721.3M-$9.6M2026-11-04
Bank of New York Mellon Corp
DECREASED1,705,1311,788,200-83,069-5%$425.5M$378.3M-$47.2M2026-11-05
Amundi
INCREASED1,511,6501,041,343+470,307+45%$247.8M$335.4M+$87.6M2026-11-06
LSV Asset Management
DECREASED1,477,9021,516,509-38,607-3%$360.8M$327.9M-$33.0M2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED1,195,1011,212,247-17,146-1%$288.4M$265.1M-$23.3M2026-10-20
Swedbank AB
DECREASED984,0341,357,369-373,335-27%$323.0M$218.3M-$104.7M2026-10-27
DekaBank Deutsche Girozentrale
INCREASED960,293178,876+781,417+437%$36.9K$216.4K+$179.4K2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED668,492632,615+35,877+6%$150.5M$148.3M-$2.2M2026-11-05
Citigroup Inc
INCREASED659,135329,165+329,970+100%$78.3M$146.2M+$67.9M2026-11-04
Barclays PLC
INCREASED579,762510,053+69,709+14%$121.4M$128.6M+$7.3M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED579,182595,342-16,160-3%$141.7M$128.5M-$13.2M2026-10-29
KBC Group NV
INCREASED442,301265,185+177,116+67%$63.1M$98.1M+$35.0M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED439,548369,307+70,241+19%$89.8M$97.5M+$7.7M2026-10-13
Russell Investments Group, Ltd.
DECREASED437,434629,394-191,960-30%$150.0M$97.2M-$52.8M2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED409,451413,099-3,648-1%$98.3M$90.8M-$7.5M2026-11-06
Virginia Retirement Systems ET Al
INCREASED365,300243,600+121,700+50%$58.0M$81.0M+$23.1M2026-10-28
PNC Financial Services Group, Inc.
DECREASED360,829372,410-11,581-3%$88.6M$80.1M-$8.6M2026-11-06
Vest Financial, LLC
INCREASED325,545299,585+25,960+9%$71.3M$72.2M+$942.2K2026-10-21
Principal Financial Group Inc
DECREASED292,348322,304-29,956-9%$76.7M$64.9M-$11.8M2026-11-02
Pictet Asset Management Holding SA
DECREASED289,561311,981-22,420-7%$74.2M$64.2M-$10.0M2026-11-03
LPL Financial LLC
DECREASED271,758374,144-102,386-27%$89.0M$60.3M-$28.7M2026-11-06
Strs Ohio
DECREASED269,722306,755-37,033-12%$73.0M$59.8M-$13.1M2026-10-30
SEB Asset Management AB
DECREASED267,713287,334-19,621-7%$68.4M$59.4M-$9.0M2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW262,728—+262,728——$58.3M—2026-10-16
Vaughan David Investments LLC
DECREASED261,806262,186-3800%$62.4M$58.1M-$4.3M2026-11-05
Aberdeen Group plc
INCREASED261,576255,944+5,632+2%$60.9M$58.0M-$2.9M2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
DECREASED248,115295,636-47,521-16%$70.3M$55.0M-$15.3M2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED246,736207,997+38,739+19%$50.6M$55.4M+$4.8M2026-11-04
Assenagon Asset Management S.A.
INCREASED229,585117,466+112,119+95%$27.9M$50.9M+$23.0M2026-10-15
New York State Teachers Retirement System
DECREASED223,485232,114-8,629-4%$55.2M$49.6M-$5.6M2026-10-22
Kornitzer Capital Management Inc
DECREASED220,634223,174-2,540-1%$53.1M$48.9M-$4.2M2026-11-03
Parnassus Investments, LLC
DECREASED218,020232,727-14,707-6%$55.4M$48.4M-$7.0M2026-10-22
Meyer Handelman Co
INCREASED217,218216,399+819+0%$51.5M$48.2M-$3.3M2026-10-28
AMF Tjanstepension AB
UNCHANGED203,131203,13100%$48.3M$45.1M-$3.3M2026-10-22
Regions Financial Corp
INCREASED190,829188,575+2,254+1%$44.9M$42.3M-$2.5M2026-11-05
Wilsey Asset Management Inc
INCREASED190,306189,133+1,173+1%$45.0M$42.2M-$2.8M2026-10-21
Oslo Pensjonsforsikring AS
INCREASED157,001156,841+160+0%$37.3M$34.8M-$2.5M2026-10-15
Markel Group Inc.
UNCHANGED154,550154,55000%$36.8M$34.3M-$2.5M2026-10-30
Candriam S.C.A.
DECREASED145,845170,333-24,488-14%$40.5M$32.5M-$8.0M2026-11-03
Glenview Trust Co
INCREASED141,987141,710+277+0%$33.7M$31.5M-$2.2M2026-10-28
Achmea Investment Management B.V.
NEW140,672—+140,672——$31.2M—2026-10-30
Creative Planning
INCREASED139,363136,521+2,842+2%$32.5M$30.9M-$1.6M2026-11-02
MacKenzie Financial Corp
DECREASED137,184212,075-74,891-35%$50.5M$30.4M-$20.0M2026-11-02
Illinois Municipal Retirement Fund
INCREASED130,125126,902+3,223+3%$30.2M$28.9M-$1.3M2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED127,89350,104+77,789+155%$11.9M$28.4M+$16.5M2026-11-06
Swiss Life Asset Management Ltd
INCREASED120,84096,836+24,004+25%$23.0M$26.8M+$3.8M2026-11-03
One Way Holdings LLC
INCREASED119,980112,215+7,765+7%$26.7M$26.6M-$81.6K2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED117,039117,733-694-1%$28.0M$26.0M-$2.0M2026-10-15
Asset Management One Co., Ltd.
INCREASED115,900113,851+2,049+2%$27.1M$25.7M-$1.4M2026-10-27
Nisa Investment Advisors, LLC
INCREASED113,481104,475+9,006+9%$25.0M$25.3M+$329.6K2026-10-20
Keybank National Association
DECREASED112,811118,433-5,622-5%$28.2M$25.0M-$3.2M2026-11-04
Truist Financial Corp
DECREASED106,740128,617-21,877-17%$30.6M$23.7M-$6.9M2026-10-30
Dana Investment Advisors, Inc.
DECREASED101,643106,757-5,114-5%$25.4M$22.6M-$2.9M2026-11-06
Midwest Trust Co
DECREASED101,512103,102-1,590-2%$24.5M$22.5M-$2.0M2026-10-22
King Luther Capital Management Corp
DECREASED99,121101,003-1,882-2%$24.0M$22.0M-$2.0M2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED97,700130,800-33,100-25%$31.1M$21.7M-$9.4M2026-10-30
US Bancorp \de\
DECREASED96,270100,874-4,604-5%$24.0M$21.4M-$2.6M2026-11-05
ASR Vermogensbeheer N.V.
DECREASED95,740115,156-19,416-17%$27.4M$21.2M-$6.2M2026-10-16
Calamos Advisors LLC
INCREASED95,57893,646+1,932+2%$22.3M$21.2M-$1.1M2026-11-02
F&V Capital Management, LLC
INCREASED88,49688,346+150+0%$21.0M$19.6M-$1.4M2026-10-19
Segment Wealth Management, LLC
DECREASED87,33689,061-1,725-2%$21.2M$19.4M-$1.8M2026-10-26
Associated Banc-Corp
DECREASED87,200105,657-18,457-17%$25.1M$19.3M-$5.8M2026-10-30
Commonwealth Equity Services, LLC
DECREASED84,60287,978-3,376-4%$20.9M$18.8M-$2.2M2026-11-02
State of New Jersey Common Pension Fund D
DECREASED83,89884,016-1180%$20.0M$18.6M-$1.4M2026-11-05
Ethic Inc.
INCREASED76,92467,931+8,993+13%$16.2M$17.1M+$902.9K2026-11-03
Mn Services Vermogensbeheer B.V.
UNCHANGED75,58375,58300%$18.0M$16.8M-$1.2M2026-10-08
CIBC Asset Management Inc
DECREASED75,51077,817-2,307-3%$18.5M$16.8M-$1.8M2026-11-05
Xponance LLC
INCREASED74,35171,135+3,216+5%$16.9M$16.5M-$430.3K2026-11-03
Czech National Bank
DECREASED72,65273,272-620-1%$17.4M$16.1M-$1.3M2026-10-13
Gradient Investments LLC
INCREASED72,51070,427+2,083+3%$16.8M$16.1M-$670.4K2026-10-08
Arizona State Retirement System
DECREASED71,25571,653-398-1%$17.0M$15.8M-$1.2M2026-11-03
Nykredit A/S
DECREASED70,64677,052-6,406-8%$18.3M$15.7M-$2.7M2026-11-06
Fifth Third Bancorp
DECREASED66,70579,419-12,714-16%$18.9M$14.8M-$4.1M2026-11-05
GW Henssler & Associates LTD
DECREASED66,623121,091-54,468-45%$28.8M$14.8M-$14.0M2026-10-26
State of Michigan Retirement System
DECREASED63,48965,889-2,400-4%$15.7M$14.1M-$1.6M2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED63,42956,396+7,033+12%$13.4M$14.1M+$653.5K2026-11-03
Allworth Financial LP
INCREASED62,99161,418+1,573+3%$14.6M$15.0M+$374.3K2026-11-06
IFM Investors Pty Ltd
INCREASED61,71757,017+4,700+8%$13.6M$13.7M+$125.9K2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED60,28062,840-2,560-4%$15.0M$13.4M-$1.6M2026-10-19
ProShare Advisors LLC
DECREASED60,00462,018-2,014-3%$14.8M$13.3M-$1.4M2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED55,86556,857-992-2%$13.5M$12.4M-$1.1M2026-11-03
Mesirow Financial Investment Management, Inc.
DECREASED55,69258,598-2,906-5%$13.9M$12.4M-$1.6M2026-11-05
First Citizens Bank & Trust Co
DECREASED54,33068,406-14,076-21%$16.3M$12.1M-$4.2M2026-10-14
Bokf, NA
DECREASED54,07457,617-3,543-6%$13.7M$12.0M-$1.7M2026-10-27
Retirement Systems of Alabama
DECREASED53,02754,078-1,051-2%$12.9M$11.8M-$1.1M2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED51,94651,94600%$12.4M$11.5M-$835.3K2026-10-30
Natixis
INCREASED51,6815,886+45,795+778%$1.4M$11.5M+$10.1M2026-11-06
Lorne Steinberg Wealth Management Inc.
DECREASED51,14551,440-295-1%$12.2M$11.3M-$892.6K2026-10-23
Raiffeisen Bank International AG
INCREASED50,38533,541+16,844+50%$8.1M$11.4M+$3.3M2026-10-28
Nemes Rush Group LLC
INCREASED49,66749,591+76+0%$11.8M$11.0M-$780.6K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED49,02152,176-3,155-6%$12.4M$10.9M-$1.5M2026-11-02
Neos Investment Management LLC
INCREASED48,59742,236+6,361+15%$10.0M$10.8M+$732.1K2026-11-04
OP Asset Management Ltd
INCREASED47,61637,908+9,708+26%$9.0M$10.6M+$1.5M2026-11-05
Daiwa Securities Group Inc.
DECREASED46,92572,500-25,575-35%$17.3M$10.4M-$6.8M2026-10-29
Buck Wealth Strategies, LLC
DECREASED46,52048,892-2,372-5%$11.6M$10.3M-$1.3M2026-10-28
First Horizon Corp
DECREASED46,16147,730-1,569-3%$11.4M$10.2M-$1.1M2026-10-26
Rakuten Investment Management, Inc.
NEW45,681—+45,681——$10.3M—2026-10-30
Vontobel Holding Ltd.
DECREASED45,29045,735-445-1%$10.9M$10.0M-$834.1K2026-10-16
Amalgamated Bank
DECREASED45,18247,177-1,995-4%$11.2M$10.0M-$1.2M2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED42,98643,045-590%$10.2M$9.5M-$705.0K2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED42,94440,204+2,740+7%$9.6M$9.5M-$38.6K2026-10-20
Fisher Funds Management LTD
UNCHANGED42,69442,69400%$10.2M$9.5M-$686.5K2026-10-13
Knights of Columbus Asset Advisors LLC
DECREASED42,26657,815-15,549-27%$13.8M$9.4M-$4.4M2026-11-05
HB Wealth Management, LLC
INCREASED42,24341,971+272+1%$10.0M$9.4M-$614.7K2026-10-23
Gateway Investment Advisers LLC
INCREASED41,54532,361+9,184+28%$7.7M$9.2M+$1.5M2026-10-13
Carret Asset Management, LLC
DECREASED41,03341,693-660-2%$9.9M$9.1M-$816.9K2026-11-04
Lido Advisors, LLC
INCREASED38,55336,412+2,141+6%$8.7M$8.6M-$147.7K2026-11-04
Mutual of America Capital Management LLC
DECREASED38,08038,779-699-2%$9.2M$8.4M-$778.6K2026-10-23
New York Life Investment Management LLC
DECREASED37,60038,342-742-2%$9.1M$8.3M-$781.2K2026-11-04
Kestra Advisory Services, LLC
INCREASED37,30233,550+3,752+11%$8.0M$8.3M+$293.0K2026-11-02
Beacon Investment Advisory Services, Inc.
DECREASED35,77935,842-630%$8.5M$7.9M-$590.4K2026-10-13
Vise Technologies, Inc.
NEW35,491—+35,491——$7.9M—2026-10-29
Munich Reinsurance Co Stock Corp in Munich
DECREASED35,41162,958-27,547-44%$15.0M$7.9M-$7.1M2026-10-30
Eulav Asset Management
INCREASED35,01520,100+14,915+74%$4.8M$7.8M+$3.0M2026-10-23
Viking Fund Management LLC
UNCHANGED35,00035,00000%$8.3M$7.8M-$562.8K2026-10-14
Alps Advisors Inc
INCREASED34,60128,305+6,296+22%$6.7M$7.7M+$941.7K2026-11-03
B. Metzler seel. Sohn & Co. AG
DECREASED34,23541,707-7,472-18%$9.9M$7.6M-$2.3M2026-10-30
S-Bank Fund Management Ltd
INCREASED33,63633,557+79+0%$8.0M$7.5M-$522.1K2026-11-06
Savant Capital, LLC
INCREASED32,96725,211+7,756+31%$6.0M$7.3M+$1.3M2026-11-06
Asset Planning,Inc
DECREASED31,59731,776-179-1%$11.3M$10.9M-$484.3K2026-10-26
Oppenheimer Asset Management Inc.
DECREASED31,30139,573-8,272-21%$9.4M$6.9M-$2.5M2026-10-27
Concurrent Investment Advisors, LLC
INCREASED31,10021,821+9,279+43%$5.2M$6.9M+$1.7M2026-10-16
Oregon Public Employees Retirement Fund
DECREASED31,07831,695-617-2%$7.5M$6.9M-$646.5K2026-10-30
Exchange Traded Concepts, LLC
INCREASED31,04014,578+16,462+113%$3.5M$6.9M+$3.4M2026-10-28
UniSuper Management Pty Ltd
INCREASED30,99628,896+2,100+7%$6.9M$6.9M+$1.3K2026-10-26
Leeward Investments, LLC - MA
DECREASED30,46930,790-321-1%$7.3M$6.8M-$566.3K2026-10-23
ABN Amro Investment Solutions
INCREASED29,40815,526+13,882+89%$3.7M$6.5M+$2.8M2026-10-21
BG Investment Services, LLC
NEW29,301—+29,301——$6.5M—2026-10-23
Benin Management Corp
DECREASED29,27129,696-425-1%$7.1M$6.5M-$571.8K2026-10-22
Yousif Capital Management, LLC
DECREASED29,22029,557-337-1%$7.0M$6.5M-$550.0K2026-10-22
Ferguson Wellman Capital Management, Inc
DECREASED28,64429,553-909-3%$7.0M$6.4M-$676.9K2026-10-05
Venture Visionary Partners LLC
INCREASED28,53926,751+1,788+7%$6.4M$6.3M-$33.4K2026-10-07
Patton Albertson Miller Group, LLC
INCREASED28,04925,257+2,792+11%$6.0M$6.2M+$213.2K2026-10-26
Sterling Capital Management LLC
INCREASED27,87422,394+5,480+24%$5.3M$6.2M+$855.7K2026-10-22
Hudson Edge Investment Partners Inc.
DECREASED27,62832,785-5,157-16%$7.8M$6.1M-$1.7M2026-10-28
Burney Co/
DECREASED27,37427,376-20%$6.5M$6.1M-$440.6K2026-10-15
Butensky & Cohen Financial Security, Inc
DECREASED27,21328,797-1,584-5%$6.9M$6.0M-$814.5K2026-10-13
Avanza Fonder AB
INCREASED26,05125,694+357+1%$6.1M$5.8M-$334.0K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED25,59225,632-400%$6.1M$5.7M-$421.2K2026-11-06
William B. Walkup & Associates, Inc.
INCREASED25,39624,684+712+3%$5.9M$5.6M-$239.0K2026-11-05
Principle Wealth Partners LLC
UNCHANGED25,15925,15900%$6.0M$5.6M-$404.5K2026-11-02
Caitong International Asset Management Co., Ltd
NEW24,322—+24,322——$5.4M—2026-10-29
TD Waterhouse Canada Inc.
INCREASED24,20123,373+828+4%$5.7M$5.4M-$250.5K2026-10-16
State of Alaska, Department of Revenue
DECREASED23,95225,223-1,271-5%$6.0M$5.3M-$688.0K2026-10-15
Merit Financial Group, LLC
DECREASED23,60224,418-816-3%$5.8M$5.2M-$573.5K2026-11-06
Trust Co of Vermont
DECREASED23,55623,674-1180%$5.6M$5.2M-$406.9K2026-10-21
Bailard, Inc.
DECREASED23,02123,022-10%$5.5M$5.1M-$370.2K2026-10-13
Cohen Klingenstein LLC
DECREASED22,08123,329-1,248-5%$5.6M$4.9M-$652.0K2026-10-15
Ritholtz Wealth Management
INCREASED21,91617,220+4,696+27%$4.1M$4.9M+$765.0K2026-11-05
Diversify Wealth Management, LLC
INCREASED21,4159,450+11,965+127%$2.5M$5.1M+$2.7M2026-10-20
Diversify Advisory Services, LLC
INCREASED21,4159,450+11,965+127%$2.5M$5.1M+$2.7M2026-10-20
Novem Group
DECREASED21,13722,128-991-4%$5.3M$4.7M-$575.8K2026-10-19
Leuthold Group, LLC
INCREASED20,95319,112+1,841+10%$4.5M$4.6M+$101.1K2026-11-04
LMG Wealth Partners, LLC
INCREASED20,95020,894+56+0%$5.0M$4.6M-$323.6K2026-11-05
Sarasin & Partners LLP
NEW20,800—+20,800——$4.6M—2026-10-13
Park Avenue Securities LLC
DECREASED20,77421,020-246-1%$5.0M$4.6M-$393.0K2026-10-26
111 Capital
INCREASED20,6751,096+19,579+1786%$260.8K$4.6M+$4.3M2026-11-03
Gulf International Bank (UK) Ltd
UNCHANGED19,86519,86500%$4.7M$4.4M-$319.0K2026-10-20
Assetmark, Inc
INCREASED19,74017,724+2,016+11%$4.2M$4.4M+$162.2K2026-10-21
Uncommon Cents Investing Inc
DECREASED19,22019,385-165-1%$4.6M$4.3M-$348.3K2026-10-20
Thrivent Financial for Lutherans
DECREASED19,012300,037-281,025-94%$71.4M$4.2M-$67.2M2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED18,89422,019-3,125-14%$5.3M$4.2M-$1.0M2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED18,45218,834-382-2%$4.5M$4.1M-$387.6K2026-10-05
Heritage Wealth Management, Inc.
DECREASED18,05418,268-214-1%$4.3M$4.0M-$341.2K2026-10-28
Generali Asset Management SPA SGR
INCREASED17,94817,008+940+6%$4.0M$4.0M-$64.9K2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED17,82712,168+5,659+47%$2.9M$4.0M+$1.1M2026-10-26
Thrive Capital Management, LLC
NEW17,799—+17,799——$3.9M—2026-10-28
Quartz Partners, LLC
INCREASED17,6332,095+15,538+742%$498.5K$3.9M+$3.4M2026-11-03
Alexander Randolph Advisory, Inc.
DECREASED17,61617,739-123-1%$4.2M$3.9M-$312.5K2026-11-04
First National Bank of Mount Dora, Trust Investment Services
DECREASED17,57818,225-647-4%$4.3M$3.9M-$436.6K2026-10-21
Orange Investment Advisors, Inc.
INCREASED17,53212,541+4,991+40%$3.0M$3.9M+$905.7K2026-10-23
J. Safra Sarasin Holding AG
DECREASED17,14228,320-11,178-39%$4.0M$3.7M-$233.0K2026-10-26
Commonwealth Retirement Investments LLC
INCREASED17,04916,679+370+2%$4.0M$3.8M-$186.1K2026-10-26
MGO One Seven LLC
DECREASED16,97818,478-1,500-8%$4.4M$3.8M-$630.0K2026-10-28
Hohimer Wealth Management, LLC
INCREASED16,76316,146+617+4%$3.8M$3.7M-$122.6K2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED16,67912,356+4,323+35%$3.1M$3.8M+$774.4K2026-10-13
iA Global Asset Management Inc.
DECREASED16,27217,441-1,169-7%$4.2M$3.6M-$540.0K2026-10-29
Moody Aldrich Partners LLC
NEW16,190—+16,190——$3.6M—2026-10-27
Lynx Capital Group LTD
DECREASED16,17316,184-110%$3.9M$3.6M-$262.9K2026-11-04
Maryland State Retirement & Pension System
INCREASED15,60013,752+1,848+13%$3.3M$3.5M+$188.9K2026-11-05
UMB Bank, n.a.
DECREASED15,12315,741-618-4%$3.7M$3.4M-$390.2K2026-11-06
OFI Invest Asset Management
NEW15,071—+15,071——$2.9M—2026-11-06
Clearstead Advisors, LLC
INCREASED15,03414,863+171+1%$3.5M$3.3M-$201.2K2026-11-06
Bdf-Gestion
DECREASED15,02416,930-1,906-11%$5.0M$3.3M-$1.7M2026-10-19
Argyle Capital Management, LLC
DECREASED14,99015,070-80-1%$3.6M$3.3M-$260.1K2026-10-28
AlphaCore Capital LLC
INCREASED14,8707,924+6,946+88%$1.9M$3.3M+$1.4M2026-11-04
Peddock Capital Advisors, LLC
DECREASED14,71414,841-127-1%$3.5M$3.3M-$266.7K2026-10-16
Sowell Financial Services LLC
DECREASED14,31114,315-40%$3.4M$3.2M-$230.9K2026-10-23
Nilsine Partners, LLC
DECREASED14,12714,347-220-2%$3.4M$3.1M-$279.5K2026-11-02
Kenora Financial, LLC
DECREASED14,04614,265-219-2%$3.4M$3.1M-$278.0K2026-10-20
Providence Wealth Advisors, LLC
INCREASED13,88713,841+46+0%$3.4M$3.1M-$318.4K2026-10-29
Davenport & Co LLC
INCREASED13,87913,514+365+3%$3.2M$3.1M-$136.3K2026-10-14
SVB Wealth LLC
DECREASED13,79014,332-542-4%$3.4M$3.1M-$350.8K2026-11-06
Insight Inv LLC
INCREASED13,68213,638+44+0%$3.2M$3.0M-$209.5K2026-10-27
Hartford Investment Management Co
DECREASED13,63014,333-703-5%$3.4M$3.0M-$386.4K2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED13,33913,593-254-2%$3.2M$3.0M-$274.9K2026-10-15
Spire Wealth Management
INCREASED13,31312,046+1,267+11%$2.9M$3.0M+$86.3K2026-10-30
Hennessy Advisors Inc
UNCHANGED13,30013,30000%$3.2M$3.0M-$213.9K2026-10-28
KCM Investment Advisors LLC
DECREASED13,17913,236-570%$3.1M$2.9M-$225.6K2026-10-27
New Mexico Educational Retirement Board
UNCHANGED12,93412,93400%$3.1M$2.9M-$208.0K2026-11-05
Farther Finance Advisors, LLC
DECREASED12,85213,049-197-2%$3.1M$2.9M-$254.0K2026-10-08
Apollon Wealth Management, LLC
INCREASED12,8178,752+4,065+46%$2.1M$2.8M+$761.1K2026-10-23
Nikulski Financial, Inc.
DECREASED12,62013,155-535-4%$3.1M$2.8M-$330.2K2026-11-06
Davis Capital Management
DECREASED12,60213,247-645-5%$3.2M$2.8M-$356.1K2026-10-08
Praxis Investment Management Inc
UNCHANGED12,50912,50900%$3.0M$2.8M-$201.0K2026-11-03
Louisiana State Employees Retirement System
DECREASED12,40013,200-800-6%$3.1M$2.8M-$389.7K2026-10-20
CX Institutional
INCREASED12,39212,021+371+3%$2.9M$2.7K-$2.9M2026-10-02
D.A. Davidson & Co.
DECREASED12,25622,939-10,683-47%$5.5M$2.7M-$2.7M2026-10-28
Sawyer & Company, Inc
DECREASED12,12512,211-86-1%$2.9M$2.7M-$215.4K2026-10-21
Grandfield & Dodd, LLC
DECREASED12,03212,532-500-4%$3.0M$2.7M-$312.4K2026-10-29
Wedbush Securities Inc
DECREASED11,91512,115-200-2%$2.9M$2.6M-$240.0K2026-10-22
Live Oak Investment Partners
INCREASED11,76711,701+66+1%$2.8M$2.6M-$173.5K2026-10-23
AGF Management LTD
DECREASED11,59817,716-6,118-35%$4.2M$2.6M-$1.6M2026-11-03
Cookson Peirce & Co Inc
INCREASED11,1939,676+1,517+16%$2.3M$2.5M+$181.0K2026-10-30
Cornerstone Wealth Group, LLC
DECREASED11,15211,612-460-4%$2.8M$2.5M-$288.8K2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED10,86420,556-9,692-47%$4.9M$2.4M-$2.5M2026-10-21
Neumann Capital Management, LLC
NEW10,636—+10,636——$2.4M—2026-10-15
Wakefield Asset Management Lllp
INCREASED10,38510,344+41+0%$2.5M$2.3M-$157.5K2026-11-05
Canandaigua National Bank & Trust Co
INCREASED10,32610,260+66+1%$2.4M$2.3M-$150.3K2026-10-07
J.W. Cole Advisors, Inc.
DECREASED10,22010,244-240%$2.4M$2.3M-$170.1K2026-11-05
Aegon Asset Management UK PLC
UNCHANGED10,20010,20000%$2.4M$2.3M-$164.0K2026-11-04
Brighton Jones LLC
INCREASED10,1389,897+241+2%$2.4M$2.2M-$105.7K2026-11-03
Forum Financial Management, LP
DECREASED10,06710,796-729-7%$2.6M$2.2M-$335.2K2026-10-16
Crossmark Global Holdings, Inc.
DECREASED10,05111,337-1,286-11%$2.7M$2.2M-$467.6K2026-10-21
Bank & Trust Co
UNCHANGED9,9929,99200%$2.4M$2.2M-$160.7K2026-10-07
HCR Wealth Advisors
INCREASED9,9869,969+17+0%$2.4M$2.2M-$156.5K2026-10-15
Brookstone Capital Management
INCREASED9,7938,674+1,119+13%$2.1M$2.2M+$108.8K2026-10-22
Caldwell Trust Co
UNCHANGED9,7789,77800%$2.3M$2.2M-$157.2K2026-10-30
Gamma Investing LLC
INCREASED9,7549,423+331+4%$2.2M$2.2M-$78.1K2026-10-08
Gilliland Jeter Wealth Management LLC
INCREASED9,7269,625+101+1%$2.3M$2.2M-$132.4K2026-10-28
Morey & Quinn Wealth Partners, LLC
DECREASED9,7009,802-102-1%$2.3M$2.2M-$180.3K2026-10-28
Kathmere Capital Management, LLC
INCREASED9,6547,859+1,795+23%$1.9M$2.1M+$271.7K2026-10-20
Patton Fund Management, Inc.
NEW9,622—+9,622——$2.1M—2026-10-13
VestGen Advisors, LLC
DECREASED9,6049,626-220%$2.3M$2.1M-$159.8K2026-10-27
Rezny Wealth Management, Inc.
INCREASED9,5609,321+239+3%$2.2M$2.1M-$96.9K2026-10-15
Parallel Advisors, LLC
INCREASED9,5359,380+155+2%$2.2M$2.1M-$116.5K2026-11-03
Gryphon Financial Partners LLC
INCREASED9,5079,259+248+3%$2.2M$2.1M-$93.9K2026-11-04
Parsons Capital Management Inc
INCREASED9,4989,410+88+1%$2.2M$2.1M-$131.8K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED9,4509,777-327-3%$2.3M$2.1M-$229.6K2026-11-04
Columbia Bank
DECREASED9,3359,477-142-1%$2.3M$2.1M-$183.9K2026-10-29
Central Trust Co
DECREASED9,1449,704-560-6%$2.3M$2.0M-$280.3K2026-11-05
Confluence Wealth Services, Inc.
DECREASED9,1169,848-732-7%$2.3M$2.0M-$320.6K2026-11-05
Prospera Financial Services Inc
INCREASED9,0562,165+6,891+318%$515.3K$2.4M+$1.8M2026-11-04
IVC Wealth Advisors LLC
DECREASED8,9799,595-616-6%$2.3M$2.0M-$290.9K2026-10-23
Choreo, LLC
INCREASED8,8407,278+1,562+21%$1.7M$2.0M+$231.3K2026-10-28
Alpha Omega Wealth Management LLC
DECREASED8,8019,107-306-3%$2.2M$2.0M-$214.3K2026-10-23
E. Ohman J:or Asset Management AB
UNCHANGED8,7828,78200%$2.1M$1.9M-$141.2K2026-10-22
LBP AM SA
DECREASED8,7769,311-535-6%$2.2M$1.9M-$268.4K2026-11-06
Sagespring Wealth Partners, LLC
INCREASED8,7687,841+927+12%$1.9M$1.9M+$79.4K2026-10-22
Greenleaf Trust
DECREASED8,7539,906-1,153-12%$2.4M$1.9M-$415.1K2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED8,5928,560+32+0%$2.0M$1.9M-$130.5K2026-10-26
Lecap Asset Management LTD
NEW8,511—+8,511——$1.9M—2026-10-27
Little House Capital LLC
INCREASED8,2968,197+99+1%$2.0M$1.8M-$109.8K2026-11-06
Seven Hills Financial, LLC
NEW8,270—+8,270——$1.8M—2026-10-13
Oak Thistle LLC
NEW8,197—+8,197——$1.8M—2026-10-21
Independent Financial Group, LLC
INCREASED8,0916,569+1,522+23%$1.6M$1.8M+$232.0K2026-10-13
Convergence Financial, LLC
DECREASED8,08216,689-8,607-52%$4.0M$1.8M-$2.2M2026-10-27
Leelyn Smith, LLC
DECREASED8,0598,165-106-1%$1.9M$1.8M-$154.9K2026-11-03
North Dakota State Investment Board
INCREASED8,0387,753+285+4%$1.8M$1.8M-$61.4K2026-10-27
StoneX Group Inc.
INCREASED7,9997,569+430+6%$1.8M$1.8M-$9.2K2026-11-03
Taylor Frigon Capital Management LLC
DECREASED7,8727,982-110-1%$1.9M$1.7M-$152.8K2026-10-23
Pflug Koory, LLC
DECREASED7,8237,827-40%$1.9M$1.7M-$126.7K2026-10-26
Integrated Advisors Network LLC
DECREASED7,7888,124-336-4%$1.9M$1.7M-$205.2K2026-10-20
Welch & Forbes LLC
INCREASED7,7796,645+1,134+17%$1.6M$1.7M+$144.7K2026-11-04
Community Bank & Trust, Waco, Texas
INCREASED7,7445,646+2,098+37%$1.3M$1.7M+$375.0K2026-10-19
Quadrant Capital Group LLC
DECREASED7,7137,773-60-1%$1.8M$1.8M-$26.2K2026-10-20
Mission Wealth Management, LP
DECREASED7,6698,246-577-7%$2.0M$1.7M-$260.7K2026-10-15
Oppenheimer & Co Inc
INCREASED7,5927,425+167+2%$1.8M$1.7M-$82.3K2026-10-26
Wesbanco Bank Inc
DECREASED7,5368,058-522-6%$1.9M$1.7M-$245.4K2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
NEW7,476—+7,476——$1.7M—2026-10-09
Chicago Trust Co NA
INCREASED7,4497,085+364+5%$1.7M$1.7M-$33.2K2026-10-28
Chicago Partners Investment Group LLC
INCREASED7,4036,671+732+11%$1.7M$1.9M+$176.5K2026-10-27
Moors & Cabot, Inc.
DECREASED7,3978,250-853-10%$2.0M$1.6M-$321.9K2026-11-06
AMG National Trust Bank
DECREASED7,3948,658-1,264-15%$2.1M$1.6M-$419.7K2026-11-05
Wedmont Private Capital
INCREASED7,3257,063+262+4%$1.8M$1.7M-$87.7K2026-10-09
Lifestyle Asset Management, Inc.
NEW7,198—+7,198——$1.6M—2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,1045,936+1,168+20%$1.4M$1.6M+$163.7K2026-10-27
Paradigm Asset Management Co LLC
DECREASED7,1007,800-700-9%$1.9M$1.6M-$280.7K2026-11-05
Fulcrum Asset Management LLP
INCREASED7,0041,144+5,860+512%$276.1K$1.6M+$1.3M2026-11-04
Invera Wealth Advisors, LLC
DECREASED6,9847,184-200-3%$1.7M$1.5M-$159.9K2026-10-28
Convergence Investment Partners, LLC
DECREASED6,9847,044-60-1%$1.7M$1.5M-$126.6K2026-10-28
Abner Herrman & Brock LLC
INCREASED6,9276,700+227+3%$1.6M$1.5M-$57.0K2026-10-20
Boltwood Capital Management
DECREASED6,9046,964-60-1%$1.7M$1.5M-$125.3K2026-10-02
Biltmore Family Office, LLC
DECREASED6,7006,710-100%$1.6M$1.5M-$110.1K2026-11-03
Leisure Capital Management
DECREASED6,6436,861-218-3%$1.6M$1.5M-$158.7K2026-11-03
Securian Asset Management, Inc
DECREASED6,5686,815-247-4%$1.7M$1.5M-$245.9K2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED6,4906,49000%$1.5M$1.4M-$129.0K2026-11-04
180 Wealth Advisors, LLC
DECREASED6,4487,625-1,177-15%$1.8M$1.4M-$383.7K2026-11-03
Atria Investments, Inc
DECREASED6,36911,982-5,613-47%$2.9M$1.4M-$1.4M2026-10-15
Evergreen Capital Management LLC
DECREASED6,3616,624-263-4%$1.6M$1.4M-$165.8K2026-10-23
Mather Group, Llc.
DECREASED6,3266,427-101-2%$1.5M$1.4M-$125.7K2026-10-14
Hussman Strategic Advisors, Inc.
NEW6,300—+6,300——$1.4M—2026-11-02
Aspire Private Capital, LLC
DECREASED6,2796,418-139-2%$1.5M$1.4M-$134.1K2026-11-05
Activest Wealth Management
DECREASED6,2636,347-84-1%$1.5M$1.4M-$120.7K2026-10-15
Athena Wealth Management, LLC
INCREASED6,2515,952+299+5%$1.4M$1.4M-$29.3K2026-10-09
Aviance Capital Partners, LLC
INCREASED6,2376,233+4+0%$1.5M$1.4M-$99.3K2026-10-29
Weatherly Asset Management L. P.
DECREASED6,1586,318-160-3%$1.5M$1.4M-$137.4K2026-10-20
Ascent Group, LLC
INCREASED6,1565,744+412+7%$1.4M$1.4M-$9362026-10-30
Pathway Financial Advisers, LLC
DECREASED6,1356,190-55-1%$1.5M$1.4M-$111.9K2026-10-27
OmniStar Financial Group, Inc.
INCREASED6,1235,199+924+18%$1.2M$1.4M+$121.4K2026-10-26
Aprio Wealth Management, LLC
INCREASED6,0465,591+455+8%$1.3M$1.3M+$11.0K2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED6,0156,069-54-1%$1.4M$1.3M-$109.6K2026-10-13
Private Trust Co NA
INCREASED5,9985,990+8+0%$1.4M$1.3M-$94.5K2026-10-20
Cullen T Bankers, Inc.
DECREASED5,9816,045-64-1%$1.4M$1.3M-$111.5K2026-10-28
North Star Investment Management Corp.
INCREASED5,9765,945+31+1%$1.4M$1.3M-$88.7K2026-10-27
Barlow Wealth Partners, LLC
UNCHANGED5,9055,90500%$1.5M$1.3M-$158.8K2026-10-15
Baxter Bros Inc
UNCHANGED5,8845,88400%$1.4M$1.3M-$94.6K2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED5,8715,822+49+1%$1.4M$1.3M-$82.7K2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED5,8705,875-50%$1.4M$1.3M-$95.6K2026-11-04
Kepler Cheuvreux (Suisse) SA
DECREASED5,85910,253-4,394-43%$2.4M$1.3M-$1.1M2026-10-20
AdvisorNet Financial, Inc
INCREASED5,8175,743+74+1%$1.4M$1.4M+$7.3K2026-10-15
Signaturefd, LLC
DECREASED5,7715,811-40-1%$1.4M$1.3M-$102.3K2026-10-23
Meridian Investment Counsel Inc.
INCREASED5,7375,710+27+0%$1.4M$1.3M-$85.8K2026-10-14
Perigon Wealth Management, LLC
INCREASED5,6975,366+331+6%$1.3M$1.3M-$12.8K2026-10-22
Krilogy Financial LLC
INCREASED5,6155,202+413+8%$1.2M$1.3M+$68.4K2026-10-13
Apella Capital, LLC
INCREASED5,6075,142+465+9%$1.3M$1.3M-$37.4K2026-10-08
Calamos Wealth Management LLC
INCREASED5,5275,309+218+4%$1.3M$1.2M-$37.0K2026-11-02
Trust Co of Toledo NA
DECREASED5,5075,613-106-2%$1.3M$1.2M-$113.8K2026-10-16
Kintegral Advisory, LLC
INCREASED5,5065,475+31+1%$1.3M$1.2M-$81.1K2026-10-16
Yankcom Partnership
DECREASED5,4735,546-73-1%$1.3M$1.2M-$105.4K2026-10-15
CenterBook Partners LP
NEW5,468—+5,468——$1.2M—2026-11-02
Plato Investment Management Ltd
DECREASED5,4685,669-201-4%$1.3M$1.2M-$123.2K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED5,4665,748-282-5%$1.4M$1.2M-$155.1K2026-10-23
SeaBridge Investment Advisors LLC
UNCHANGED5,4625,46200%$1.3M$1.2M-$87.8K2026-11-02
Compound Planning, Inc.
INCREASED5,4074,777+630+13%$1.1M$1.2M+$63.0K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED5,3525,156+196+4%$1.2M$1.2M-$39.5K2026-10-26
Karras Company, Inc.
DECREASED5,3125,393-81-1%$1.3M$1.2M-$104.8K2026-10-16
Barden Capital Management, Inc.
DECREASED5,2835,523-240-4%$1.3M$1.2M-$142.1K2026-10-09
Summit Global Investments
DECREASED5,21917,019-11,800-69%$4.1M$1.2M-$2.9M2026-10-28
Brindle & Bay Financial Advisors, LLC
NEW5,174—+5,174——$1.1M—2026-10-15
IFP Advisors, Inc
INCREASED5,1354,857+278+6%$1.2M$1.1M-$16.4K2026-10-16
Visionary Wealth Advisors
DECREASED5,1135,322-209-4%$1.3M$1.1M-$132.0K2026-11-04
Pullen Investment Management, LLC
DECREASED5,10410,606-5,502-52%$2.5M$1.1M-$1.4M2026-10-23
Florida Trust Wealth Management Co
INCREASED5,1004,875+225+5%$1.2M$1.1M-$28.5K2026-11-05
Old National Bancorp
DECREASED5,0838,212-3,129-38%$2.0M$1.1M-$826.2K2026-10-20
Capital Investment Advisors, LLC
INCREASED5,0614,920+141+3%$1.2M$1.1M-$47.7K2026-10-22
Genus Capital Management Inc.
NEW5,060—+5,060——$1.1M—2026-11-04
St. Johns Investment Management Company, LLC
INCREASED5,0214,676+345+7%$1.1M$1.1M+$1.4K2026-10-30
First Affirmative Financial Network
NEW5,013—+5,013——$1.1M—2026-10-21
Fragasso Financial Advisors Inc
INCREASED4,9834,954+29+1%$1.2M$1.1M-$35.5K2026-10-13
Friedenthal Financial
NEW4,964—+4,964——$1.1M—2026-10-27
Trust Point Inc.
NEW4,957—+4,957——$1.1M—2026-10-27
Tema Etfs LLC
INCREASED4,9544,867+87+2%$1.2M$1.1M-$59.0K2026-10-16
Cullen Investment Group, Ltd.
DECREASED4,9015,285-384-7%$1.3M$1.1M-$117.5K2026-10-13
First Financial Bank - Trust Division
INCREASED4,8884,844+44+1%$1.2M$1.1M-$68.1K2026-10-01
Premier Path Wealth Partners, LLC
INCREASED4,8683,605+1,263+35%$857.7K$1.1M+$222.3K2026-10-16
Frank, Rimerman Advisors LLC
UNCHANGED4,7034,70300%$1.1M$1.0M-$75.6K2026-10-16
Citizens Financial Group Inc
DECREASED4,6994,912-213-4%$1.2M$1.0M-$126.6K2026-10-23
Simplex Trading, LLC
INCREASED4,693561+4,132+737%$133.5K$1.0M+$907.7K2026-11-04
HUB Investment Partners, LLC
INCREASED4,6764,313+363+8%$1.0M$1.0M+$11.2K2026-11-03
Ashton Thomas Private Wealth, LLC
DECREASED4,6724,983-311-6%$1.2M$1.0M-$149.2K2026-11-03
Net Worth Advisory Group
INCREASED4,6634,642+21+0%$1.1M$1.0M-$58.1K2026-10-20
Fiduciary Family Office, LLC
INCREASED4,6584,497+161+4%$1.1M$1.0M-$36.6K2026-11-04
Trek Financial, LLC
NEW4,646—+4,646——$1.0M—2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED4,6404,814-174-4%$1.1M$1.0M-$115.9K2026-10-20
Larson Financial Group LLC
INCREASED4,6184,470+148+3%$1.1M$1.0M-$38.9K2026-11-05
Signal Advisors Wealth, LLC
INCREASED4,6113,378+1,233+37%$803.8K$1.0M+$219.1K2026-10-13
Copeland Capital Management, LLC
DECREASED4,4954,518-23-1%$1.1M$997.4K-$77.7K2026-10-13
Dudley Capital Management, LLC
INCREASED4,4823,517+965+27%$836.8K$994.4K+$157.5K2026-10-23
Valeo Financial Advisors, LLC
DECREASED4,4464,486-40-1%$1.1M$986.5K-$81.0K2026-10-08
Sigma Planning Corp
DECREASED4,4444,471-27-1%$1.1M$985.9K-$78.0K2026-10-23
Wilkerson Advisory Group LLC
INCREASED4,4354,318+117+3%$1.0M$984.0K-$43.6K2026-10-20
Jeppson Wealth Management, LLC
DECREASED4,3844,385-10%$1.0M$972.6K-$70.7K2026-10-20
Romano Brothers and Company
UNCHANGED4,3744,37400%$1.0M$970.4K-$70.3K2026-10-22
Andrews Advisory Associates, LLC
DECREASED4,3624,875-513-11%$1.2M$967.8K-$192.2K2026-10-15
Capstone Capital Management Ltd
NEW4,335—+4,335——$961.8K—2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED4,3174,292+25+1%$1.0M$957.8K-$63.5K2026-10-13
Aaron Wealth Advisors LLC
INCREASED4,3003,640+660+18%$866.1K$954.0K+$87.9K2026-10-13
WealthTrust Asset Management, LLC
DECREASED4,2704,362-92-2%$1.0M$947.3K-$90.6K2026-10-22
Klein Pavlis & Peasley Financial, Inc.
DECREASED4,2464,307-61-1%$1.0M$942.0K-$82.9K2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED4,2334,23300%$1.0M$939.1K-$68.1K2026-11-02
New Hampshire Trust
DECREASED4,1744,433-259-6%$1.1M$926.0K-$128.7K2026-10-20
Chris Bulman Inc
UNCHANGED4,1664,16600%$991.3K$924.3K-$67.0K2026-10-20
Rasp Wealth Solutions, LLC
INCREASED4,1494,134+15+0%$983.6K$920.6K-$63.0K2026-11-06
Citizens National Bank Trust Department
DECREASED4,1384,648-510-11%$1.1M$918.1K-$187.9K2026-11-04
BankPlus Trust Department
UNCHANGED4,1144,11400%$978.9K$912.7K-$66.2K2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
INCREASED4,0873,147+940+30%$759.6K$921.3K+$161.7K2026-10-29
Crestwood Advisors Group, LLC
INCREASED4,0853,803+282+7%$904.8K$906.3K+$1.4K2026-10-27
Advisor OS, LLC
INCREASED4,0753,843+232+6%$914.4K$904.0K-$10.3K2026-11-03
Integrity Alliance, Llc.
DECREASED4,0634,072-90%$968.9K$901.6K-$67.3K2026-10-29
Level Four Advisory Services, LLC
DECREASED4,0566,235-2,179-35%$1.5M$900.0K-$583.6K2026-11-06
Bell Bank
DECREASED4,0304,031-10%$959.1K$894.1K-$65.0K2026-10-21
Redmond Asset Management, LLC
DECREASED3,9704,000-30-1%$951.8K$880.8K-$71.0K2026-10-27
Triumph Capital Management
INCREASED3,9522,130+1,822+86%$506.9K$876.8K+$369.9K2026-10-14
Miller Financial Services LLC
UNCHANGED3,9003,90000%$928.0K$865.3K-$62.7K2026-10-20
MQS Management LLC
NEW3,872—+3,872——$859.0K—2026-11-06
Salem Investment Counselors Inc
UNCHANGED3,8543,85400%$921.2K$859.2K-$62.0K2026-10-13
Formidable Asset Management, LLC
INCREASED3,8173,815+2+0%$791.0K$908.1K+$117.1K2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED3,7703,859-89-2%$918.3K$836.5K-$81.8K2026-11-05
Heritage Investment Group, Inc.
INCREASED3,7683,755+13+0%$893.5K$836.0K-$57.5K2026-11-03
Community Bank of Raymore
UNCHANGED3,7083,70800%$882.3K$822.7K-$59.6K2026-10-23
Fisher Asset Management, LLC
DECREASED3,7049,393-5,689-61%$2.2M$821.9K-$1.4M2026-11-06
Investors Asset Management of Georgia Inc
UNCHANGED3,7003,70000%$880.4K$820.9K-$59.5K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED3,6533,403+250+7%$809.8K$810.4K+$6062026-10-08
Putney Financial Group LLC
DECREASED3,6275,397-1,770-33%$1.3M$804.7K-$479.5K2026-10-30
Argentarii, LLC
INCREASED3,6093,607+2+0%$945.8K$800.6K-$145.2K2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED3,6073,60700%$858.2K$800.2K-$58.0K2026-10-23
New Wave Wealth Advisors LLC
INCREASED3,5993,531+68+2%$843.4K$850.8K+$7.4K2026-10-19
GC Wealth Management RIA, LLC
INCREASED3,5783,188+390+12%$758.6K$793.8K+$35.3K2026-11-02
Leo Wealth, LLC
NEW3,559—+3,559——$789.7K—2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED3,5273,522+5+0%$838.0K$782.5K-$55.5K2026-10-22
Partners Wealth Management, LLC
INCREASED3,5263,307+219+7%$786.8K$786.4K-$3312026-10-28
Elevated Financial Group LLC
INCREASED3,5163,223+293+9%$767.0K$780.2K+$13.2K2026-10-16
Dynamic Advisor Solutions LLC
DECREASED3,5044,930-1,426-29%$1.2M$777.5K-$395.4K2026-10-13
Allen Investment Management, LLC
UNCHANGED3,4193,41900%$813.5K$758.5K-$55.0K2026-11-03
Arista Wealth Management, LLC
INCREASED3,4183,324+94+3%$790.9K$758.3K-$32.6K2026-10-29
MCF Advisors LLC
INCREASED3,4093,347+62+2%$799.8K$759.8K-$40.0K2026-10-28
Schmidt P J Investment Management Inc
UNCHANGED3,4053,40500%$810.3K$755.5K-$54.8K2026-11-02
Simplicity Wealth,LLC
INCREASED3,3893,321+68+2%$790.2K$752.0K-$38.2K2026-10-23
Guerra PAN Advisors, LLC
UNCHANGED3,3833,38300%$805.0K$835.1K+$30.1K2026-10-26
Independent Solutions Wealth Management, LLC
UNCHANGED3,3623,36200%$800.0K$745.9K-$54.1K2026-10-28
Kennebec Savings Bank
INCREASED3,3603,348+12+0%$796.6K$745.5K-$51.2K2026-10-22
Park National Corp
DECREASED3,3433,689-346-9%$877.8K$741.7K-$136.1K2026-10-05
Linscomb Wealth, Inc.
DECREASED3,3343,434-100-3%$817.1K$739.7K-$77.4K2026-11-05
Goelzer Investment Management, Inc.
UNCHANGED3,3003,30000%$785.2K$732.1K-$53.1K2026-10-16
Great Lakes Advisors, LLC
DECREASED3,2893,415-126-4%$812.6K$729.7K-$82.9K2026-11-06
State of Wyoming
DECREASED3,2414,045-804-20%$962.5K$719.0K-$243.4K2026-10-28
Clifford Swan Investment Counsel LLC
INCREASED3,2393,147+92+3%$748.8K$718.6K-$30.2K2026-11-05
Personal CFO Solutions, LLC
DECREASED3,2344,805-1,571-33%$1.1M$722.6K-$425.8K2026-11-06
Texas Bank & Trust Co
DECREASED3,2193,270-51-2%$778.1K$714.2K-$63.9K2026-11-04
TrueWealth Advisors, LLC
NEW3,217—+3,217——$713.7K—2026-10-09
Veratis Advisors, Inc.
UNCHANGED3,2123,21200%$764.3K$712.6K-$51.6K2026-11-03
Outlook Wealth Advisors, LLC
DECREASED3,1393,345-206-6%$796.2K$696.4K-$99.8K2026-10-28
Jackson Creek Investment Advisors LLC
DECREASED3,1193,165-46-1%$836$692.0K+$691.2K2026-11-04
Norden Group LLC
DECREASED3,1113,215-104-3%$765.1K$690.2K-$74.9K2026-10-20
Courier Capital LLC
INCREASED3,1032,403+700+29%$571.8K$688.5K+$116.7K2026-10-19
Demars Financial Group, LLC
DECREASED3,0813,082-10%$733.3K$683.6K-$49.8K2026-10-22
Nadler Financial Group, Inc.
UNCHANGED3,0773,07700%$732.2K$682.8K-$49.5K2026-10-23
Collaborative Fund Advisors, LLC
DECREASED3,0553,644-589-16%$867.1K$677.8K-$189.3K2026-11-02
Guilbault Capital LLC
UNCHANGED3,0303,03000%$721.0K$672.2K-$48.7K2026-10-28
LEE Danner & Bass Inc
DECREASED3,0296,429-3,400-53%$1.5M$672.0K-$857.7K2026-10-27
Lanark Financial, Inc.
DECREASED3,0023,190-188-6%$759.1K$666.1K-$93.0K2026-10-26
Latitude Advisors, LLC
INCREASED3,0002,983+17+1%$709.8K$665.6K-$44.2K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED2,9952,227+768+34%$530.0K$664.4K+$134.4K2026-11-04
Trust Asset Management LLC
UNCHANGED2,9422,94200%$700.0K$652.7K-$47.3K2026-11-03
Ipsen Advisor Group LLC
INCREASED2,9342,929+5+0%$696.9K$650.9K-$45.9K2026-10-29
Catalyst Financial Partners LLC
INCREASED2,8782,840+38+1%$675.8K$638.5K-$37.2K2026-11-06
Strategic Wealth Advisors LLC
DECREASED2,8233,008-185-6%$626$626.3K+$625.7K2026-11-06
Applied Finance Capital Management, LLC
DECREASED2,8153,175-360-11%$755.5K$624.5K-$130.9K2026-11-03
Old Second National Bank of Aurora
DECREASED2,7903,070-280-9%$730.5K$619.0K-$111.5K2026-10-22
JFS Wealth Advisors, LLC
INCREASED2,7852,783+2+0%$664.5K$620.2K-$44.3K2026-11-03
Eastern Bank
DECREASED2,7802,904-124-4%$691.0K$616.8K-$74.2K2026-10-05
VAN Strum & Towne Inc.
UNCHANGED2,7802,78000%$661.5K$616.8K-$44.7K2026-11-06
Penobscot Investment Management Company, Inc.
UNCHANGED2,7782,77800%$661.0K$616.3K-$44.7K2026-10-26
Wetzel Investment Advisors, Inc.
UNCHANGED2,7682,76800%$661.6K$617.1K-$44.5K2026-10-13
Koshinski Asset Management, Inc.
INCREASED2,7612,511+250+10%$597.4K$612.6K+$15.2K2026-10-29
Werba Rubin Papier Wealth Management
INCREASED2,7462,652+94+4%$631.0K$609.3K-$21.8K2026-11-06
Burns Matteson Capital Management, LLC
NEW2,745—+2,745——$609.0K—2026-10-16
71 West Capital Partners
INCREASED2,7372,535+202+8%$603.2K$607.2K+$4.1K2026-11-04
Pinnacle Associates LTD
DECREASED2,7252,783-58-2%$662.3K$604.5K-$57.8K2026-10-20
Arcataur Capital Management LLC
UNCHANGED2,7202,72000%$647.2K$603.5K-$43.7K2026-10-21
Cidel Asset Management Inc
UNCHANGED2,7062,70600%$643.9K$600.4K-$43.5K2026-10-29
Blue Trust, Inc.
DECREASED2,6515,500-2,849-52%$1.3M$588.2K-$720.5K2026-10-15
AFG Fiduciary Services Limited Partnership
UNCHANGED2,6482,64800%$662.9K$626.0K-$36.9K2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED2,6252,62500%$625.0K$582.0K-$43.0K2026-10-26
Institute for Wealth Management, Llc.
UNCHANGED2,6242,62400%$624.4K$582.2K-$42.2K2026-11-06
PDS Planning, Inc
INCREASED2,6182,581+37+1%$614.2K$580.9K-$33.3K2026-11-03
Rothwell Investment Advisors, LLC
NEW2,609—+2,609——$579.0K—2026-11-06
Avestar Capital, LLC
INCREASED2,6081,641+967+59%$391.2K$579.9K+$188.6K2026-10-28
LVW Advisors, LLC
INCREASED2,5902,174+416+19%$517.3K$574.6K+$57.3K2026-10-19
Teza Capital Management LLC
NEW2,587—+2,587——$574.0K—2026-10-23
Colonial River Investments, LLC
DECREASED2,5792,606-27-1%$620.1K$572.2K-$47.9K2026-10-19
Indivisible Partners
INCREASED2,5652,477+88+4%$589.4K$569.1K-$20.4K2026-10-26
Moody National Bank Trust Division
DECREASED2,5642,945-381-13%$700.7K$568.8K-$131.9K2026-10-06
Wealth Enhancement Trust Services, Inc.
INCREASED2,562576+1,986+345%$137.1K$568.4K+$431.4K2026-10-07
Grove Bank & Trust
UNCHANGED2,5512,55100%$607.0K$566.0K-$41.0K2026-10-08
Avantax Planning Partners, Inc.
INCREASED2,5502,540+10+0%$604.4K$565.7K-$38.6K2026-11-03
Abacus Planning Group, Inc.
DECREASED2,5352,636-101-4%$627.2K$562.4K-$64.8K2026-11-02
WIN Advisors, Inc
NEW2,518—+2,518——$558.6K—2026-11-06
Chesley Taft & Associates LLC
INCREASED2,5042,463+41+2%$586.0K$555.5K-$30.5K2026-10-13
Resonant Capital Advisors, LLC
INCREASED2,4702,213+257+12%$529.0K$550.7K+$21.8K2026-10-15
Modera Wealth Management, LLC
INCREASED2,4592,251+208+9%$535.5K$545.6K+$10.1K2026-10-28
Prentice Wealth Management LLC
INCREASED2,4461,747+699+40%$415.7K$542.7K+$127.0K2026-10-20
Greenfield Savings Bank
UNCHANGED2,4422,44200%$581.0K$541.8K-$39.3K2026-10-07
Stenger Family Office, LLC
INCREASED2,4272,278+149+7%$542.0K$573.7K+$31.7K2026-10-22
Axxcess Wealth Management, LLC
DECREASED2,41816,822-14,404-86%$4.0M$536.4K-$3.5M2026-10-21
DT Investment Partners, LLC
UNCHANGED2,4172,41700%$575.1K$536.2K-$38.9K2026-10-27
Weil Company, Inc.
INCREASED2,4092,056+353+17%$489.2K$534.5K+$45.3K2026-10-14
Bright Futures Wealth Management, Llc.
INCREASED2,3992,391+8+0%$569.0K$532.3K-$36.6K2026-10-23
Cigna Investments Inc
UNCHANGED2,3992,39900%$571.0K$532.0K-$39.0K2026-10-19
Insight 2811, Inc.
INCREASED2,3612,268+93+4%$539.6K$523.8K-$15.8K2026-11-06
Profund Advisors LLC
INCREASED2,3562,157+199+9%$513.2K$522.7K+$9.5K2026-10-29
Sentry LLC
DECREASED2,3562,534-178-7%$602.9K$522.8K-$80.1K2026-10-30
Chartist Inc
DECREASED2,3502,368-18-1%$563.5K$521.4K-$42.1K2026-11-04
Bank of Stockton
DECREASED2,3372,405-68-3%$572.2K$518.5K-$53.8K2026-10-20
Moss Adams Wealth Advisors LLC
DECREASED2,3212,478-157-6%$592.2K$517.4K-$74.8K2026-10-28
Roof Eidam Maycock Peralta, LLC
UNCHANGED2,3152,31500%$550.9K$513.7K-$37.2K2026-10-15
Meadow Creek Wealth Advisors LLC
DECREASED2,3042,517-213-8%$598.9K$511.2K-$87.7K2026-11-02
Daymark Wealth Partners, LLC
INCREASED2,3042,281+23+1%$542.7K$511.1K-$31.6K2026-11-04
Anchyra Partners LLC
DECREASED2,2922,345-53-2%$558.0K$508.5K-$49.5K2026-10-13
Allegheny Financial Group
DECREASED2,2802,312-32-1%$550.2K$506.0K-$44.2K2026-11-05
Vista Capital Partners, Inc.
INCREASED2,2732,247+26+1%$534.7K$504.3K-$30.4K2026-11-06
Investment Partners, Ltd.
INCREASED2,2702,071+199+10%$492.7K$503.6K+$10.9K2026-10-29
Baron Wealth Management LLC
INCREASED2,2512,141+110+5%$509.3K$499.4K-$9.9K2026-10-27
Graves Light Lenhart Wealth, Inc.
UNCHANGED2,2462,24600%$534.3K$498.2K-$36.1K2026-10-09
Innova Wealth Partners
INCREASED2,2451,689+556+33%$401.9K$498.0K+$96.2K2026-10-21
Norris Perne & French LLP
INCREASED2,2302,155+75+3%$512.8K$494.7K-$18.0K2026-10-23
Fulton Bank, N.A.
DECREASED2,2274,131-1,904-46%$982.9K$494.1K-$488.8K2026-10-14
KMG Fiduciary Partners, LLC
DECREASED2,2122,514-302-12%$598.1K$490.8K-$107.3K2026-10-14
Mindset Wealth Management, LLC
UNCHANGED2,2002,20000%$523.5K$488.1K-$35.4K2026-10-19
Hanson & Doremus Investment Management
UNCHANGED2,1952,19500%$522.0K$487.0K-$35.0K2026-10-16
Obermeyer Wealth Partners
INCREASED2,1862,164+22+1%$514.9K$485.0K-$29.9K2026-10-21
M Holdings Securities, Inc.
NEW2,164—+2,164——$569—2026-11-03
Financial Solutions Advisory Group, Inc.
DECREASED2,1512,240-89-4%$557.0K$533.2K-$23.8K2026-10-28
Simon Quick Advisors, LLC
NEW2,142—+2,142——$475.2K—2026-10-26
Claro Advisors Inc.
DECREASED2,1322,429-297-12%$578.0K$473.2K-$104.8K2026-11-02
Clear Trail Advisors, LLC
DECREASED2,1132,399-286-12%$570.9K$468.7K-$102.2K2026-10-20
Bison Wealth, LLC
INCREASED2,0981,122+976+87%$278.8K$488.0K+$209.3K2026-10-13
Westco Advisory Services Inc
UNCHANGED2,0982,09800%$499.2K$465.5K-$33.7K2026-10-14
Bank of New Hampshire
UNCHANGED2,0952,09500%$498.5K$464.8K-$33.7K2026-10-06
Able Financial Group, LLC
INCREASED2,0841,257+827+66%$299.1K$462.4K+$163.3K2026-10-14
Independence Bank of Kentucky
DECREASED2,0832,473-390-16%$588.4K$462.1K-$126.3K2026-10-26
Jacobi Capital Management LLC
UNCHANGED2,0702,07000%$492.4K$459.2K-$33.2K2026-11-05
Natural Investments, LLC
DECREASED2,0613,327-1,266-38%$791.0K$457.2K-$333.8K2026-11-06
Provenance Wealth Advisors, LLC
INCREASED2,0561,710+346+20%$406.9K$456.1K+$49.3K2026-10-30
XXI Wealth, LLC
INCREASED2,052952+1,100+116%$226.5K$455.3K+$228.7K2026-10-22
TriaGen Wealth Management LLC
INCREASED2,0272,011+16+1%$478.5K$449.7K-$28.8K2026-10-14
Cyndeo Wealth Partners, LLC
DECREASED2,0252,084-59-3%$495.8K$449.2K-$46.6K2026-10-16
Versant Capital Management, Inc
INCREASED2,0091,693+316+19%$402.8K$445.7K+$42.9K2026-10-02
Oak Asset Management, LLC
UNCHANGED2,0082,00800%$477.8K$445.5K-$32.3K2026-10-13
Wendell David Associates Inc
UNCHANGED2,0002,00000%$476.0K$444.0K-$32.0K2026-10-27
New England Research & Management, Inc.
UNCHANGED2,0002,00000%$475.9K$443.7K-$32.2K2026-10-16
First Command Advisory Services, Inc.
INCREASED1,990692+1,298+188%$165.0K$443.4K+$278.4K2026-11-05
Summit Wealth Group LLC / Co
INCREASED1,9871,552+435+28%$369.3K$440.8K+$71.5K2026-10-29
Hummer Financial Advisory Services Inc
UNCHANGED1,9861,98600%$474.7K$442.8K-$31.9K2026-10-09
Pinnacle Financial Group, LLC / IL
UNCHANGED1,9811,98100%$471.4K$439.5K-$31.9K2026-10-29
Woodmont Investment Counsel LLC
INCREASED1,9761,226+750+61%$291.7K$438.4K+$146.7K2026-10-29
R Squared Ltd
NEW1,963—+1,963——$435.5K—2026-11-06
RFG Advisory, LLC
INCREASED1,9581,912+46+2%$454.8K$434.3K-$20.5K2026-11-03
Lodestone Wealth Management LLC
INCREASED1,9381,785+153+9%$424.7K$429.9K+$5.2K2026-10-14
BLB&B Advisors, LLC
DECREASED1,9311,956-25-1%$465.4K$428.4K-$37.0K2026-10-27
Baker Avenue Asset Management, LP
INCREASED1,9071,609+298+19%$382.8K$423.0K+$40.2K2026-11-06
Portside Wealth Group, LLC
INCREASED1,9001,810+90+5%$430.7K$421.5K-$9.1K2026-10-20
Oliver Luxxe Assets LLC
DECREASED1,8771,902-25-1%$452.6K$416.4K-$36.1K2026-10-14
Accredited Investors Inc.
INCREASED1,8741,870+4+0%$444.9K$415.8K-$29.2K2026-11-03
NBT Bank, N.A.
DECREASED1,8651,881-16-1%$447.6K$413.8K-$33.8K2026-10-21
Angeles Wealth Management, LLC
DECREASED1,8641,972-108-5%$471.4K$415.6K-$55.8K2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED1,8571,911-54-3%$454.7K$412.0K-$42.7K2026-10-14
Richwood Investment Advisors, LLC
UNCHANGED1,8571,85700%$441.9K$412.0K-$29.9K2026-10-30
ABC Arbitrage SA
NEW1,846—+1,846——$409.6K—2026-10-23
Ellsworth Advisors, LLC
NEW1,842—+1,842——$408.7K—2026-10-15
Asahi Life Asset Management Co., Ltd.
NEW1,841—+1,841——$408.4K—2026-11-06
Firestone Capital Management
UNCHANGED1,8391,83900%$437.6K$408.0K-$29.6K2026-11-03
Alta Advisers Ltd
INCREASED1,837969+868+90%$230.6K$407.6K+$177.0K2026-11-02
TD Private Client Wealth LLC
DECREASED1,8315,024-3,193-64%$1.2M$406.2K-$789.2K2026-10-28
Avior Wealth Management, LLC
INCREASED1,8231,819+4+0%$432.7K$404.4K-$28.3K2026-10-13
Verum Partners LLC
INCREASED1,8181,805+13+1%$429.4K$403.3K-$26.2K2026-10-21
Center for Financial Planning, Inc.
INCREASED1,8111,653+158+10%$393.4K$401.9K+$8.5K2026-10-26
Banyan Capital Management, Inc.
DECREASED1,8042,454-650-26%$583.9K$400.2K-$183.7K2026-11-05
LexAurum Advisors, LLC
DECREASED1,7981,829-31-2%$435.2K$398.9K-$36.3K2026-10-19
Olympiad Research LP
NEW1,796—+1,796——$398.5K—2026-11-04
Soltis Investment Advisors LLC
INCREASED1,7801,497+283+19%$356.2K$394.9K+$38.7K2026-10-28
Univest Financial Corp
INCREASED1,7591,755+4+0%$417.5K$390.3K-$27.2K2026-11-05
3Chopt Investment Partners, LLC
INCREASED1,7551,650+105+6%$394.3K$391.0K-$3.2K2026-10-30
American State Bank (Iowa)
UNCHANGED1,7481,74800%$415.9K$387.8K-$28.1K2026-11-03
Curated Wealth Partners LLC
NEW1,742—+1,742——$386.5K—2026-10-15
Certuity, LLC
INCREASED1,7391,516+223+15%$360.7K$385.9K+$25.2K2026-11-02
Hudock, Inc.
INCREASED1,7311,729+2+0%$411.6K$384.1K-$27.5K2026-10-14
Kendall Capital Management
INCREASED1,7301,690+40+2%$402.1K$383.8K-$18.3K2026-10-23
Mechanics Financial Corp
UNCHANGED1,7251,72500%$410.4K$382.7K-$27.7K2026-11-05
Facet Wealth, Inc.
INCREASED1,7131,420+293+21%$337.8K$379.9K+$42.2K2026-11-04
Howard Capital Management, LLC
DECREASED1,7081,726-18-1%$410.7K$378.9K-$31.7K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED1,7011,737-36-2%$413.3K$377.3K-$36.0K2026-10-21
Godsey & Gibb, Inc
UNCHANGED1,7001,70000%$404.5K$377.2K-$27.3K2026-10-14
Quilter Plc
UNCHANGED1,7001,70000%$404.5K$377.2K-$27.3K2026-10-21
Carnegie Investment Counsel
DECREASED1,6971,718-21-1%$408.8K$376.5K-$32.3K2026-10-20
Plancorp, LLC
DECREASED1,6941,716-22-1%$440.1K$440.2K+$1522026-11-03
HBK Sorce Advisory LLC
DECREASED1,6931,732-39-2%$458.3K$451.6K-$6.7K2026-11-06
Welch Group, LLC
INCREASED1,6731,539+134+9%$366.2K$371.1K+$4.9K2026-10-29
Abel Hall, LLC
INCREASED1,6701,651+19+1%$392.8K$370.5K-$22.3K2026-10-19
Annex Advisory Services, LLC
INCREASED1,6651,652+13+1%$393.1K$369.4K-$23.7K2026-10-16
Berman McAleer LLC
UNCHANGED1,6481,64800%$392.1K$365.6K-$26.5K2026-10-16
Discipline Wealth Solutions, LLC
UNCHANGED1,6481,64800%$392.0K$365.6K-$26.4K2026-10-14
Cypress Point Wealth Management, LLC
INCREASED1,6471,588+59+4%$377.8K$365.4K-$12.4K2026-11-03
McAdam, LLC
INCREASED1,6431,569+74+5%$373.3K$364.5K-$8.8K2026-10-21
Congress Asset Management Co
DECREASED1,6412,036-395-19%$484.4K$364.1K-$120.3K2026-10-06
First County Bank
INCREASED1,6381,549+89+6%$368.6K$363.4K-$5.2K2026-10-13
Hickory Point Bank & Trust
UNCHANGED1,6381,63800%$389.7K$363.4K-$26.3K2026-10-01
KG Capital Management
INCREASED1,6351,255+380+30%$298.5K$362.6K+$64.1K2026-10-15
Farmers & Merchants Trust Co of Long Beach
DECREASED1,6231,627-40%$387.1K$360.1K-$27.1K2026-10-22
Atticus Wealth Management, LLC
DECREASED1,6221,670-48-3%$397.3K$359.8K-$37.5K2026-10-20
Scott Capital Advisors, LLC
NEW1,617—+1,617——$362.1K—2026-10-13
Smith Salley Wealth Management
INCREASED1,6121,454+158+11%$346.0K$357.6K+$11.7K2026-11-03
Horizon Advisory Services, Inc.
DECREASED1,6031,607-40%$382.4K$355.6K-$26.7K2026-10-29
Supplemental Annuity Collective Trust of NJ
DECREASED1,6001,651-51-3%$392.8K$355.0K-$37.9K2026-11-02
Connecticut Wealth Management, LLC
INCREASED1,5971,565+32+2%$372.4K$354.3K-$18.1K2026-10-13
Parkside Financial Bank & Trust
INCREASED1,5911,335+256+19%$317.7K$353.0K+$35.3K2026-10-27
Commonwealth Financial Services, LLC
DECREASED1,5691,578-9-1%$375.5K$348.0K-$27.5K2026-10-20
Everett Harris & Co
UNCHANGED1,5551,55500%$370.0K$345.0K-$25.0K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED1,5521,550+2+0%$368.7K$344.3K-$24.5K2026-10-30
Washington Trust Co
DECREASED1,5491,617-68-4%$384.7K$343.7K-$41.1K2026-10-22
Greater Midwest Financial Group, LLC
INCREASED1,5421,500+42+3%$356.9K$342.2K-$14.7K2026-10-13
Peterson Wealth Services
DECREASED1,5391,551-12-1%$369.0K$341.4K-$27.6K2026-10-26
Moneco Advisors, LLC
INCREASED1,5371,434+103+7%$341.2K$341.0K-$1122026-11-05
WealthPlan Investment Management, LLC
INCREASED1,5361,360+176+13%$323.6K$340.8K+$17.2K2026-10-15
Zullo Investment Group, Inc.
DECREASED1,5291,635-106-6%$389.0K$339.2K-$49.8K2026-10-20
Auxano Advisors, LLC
INCREASED1,5291,528+1+0%$363.6K$339.2K-$24.3K2026-11-06
Harbor Investment Advisory, LLC
INCREASED1,5281,511+17+1%$359.5K$339.0K-$20.5K2026-10-13
Well Done, LLC
INCREASED1,5201,488+32+2%$354.1K$337.2K-$16.8K2026-10-20
SmartHarvest Portfolios, LLC
DECREASED1,5151,681-166-10%$399.9K$336.1K-$63.8K2026-10-26
Flagship Harbor Advisors, LLC
DECREASED1,5121,576-64-4%$374.9K$335.6K-$39.4K2026-10-26
Legacy Private Trust Co.
UNCHANGED1,5071,50700%$358.6K$334.3K-$24.2K2026-10-06
Horizon Wealth Management, LLC
UNCHANGED1,5071,50700%$358.6K$334.4K-$24.2K2026-11-02
Triad Wealth Partners, LLC
DECREASED1,5021,562-60-4%$410.3K$333.3K-$77.1K2026-10-26
Bedel Financial Consulting, Inc.
INCREASED1,5021,501+1+0%$357.1K$333.2K-$24.0K2026-11-06
Cross Staff Investments Inc
UNCHANGED1,5001,50000%$356.9K$332.8K-$24.1K2026-10-22
Rainier Family Wealth Inc
DECREASED1,4911,506-15-1%$358.3K$330.8K-$27.5K2026-11-02
Applied Capital LLC
UNCHANGED1,4761,47600%$351.2K$327.5K-$23.7K2026-10-07
Argonautica Private Wealth Management, Inc
UNCHANGED1,4711,47100%$350.0K$326.4K-$23.7K2026-11-02
Valmark Advisers, Inc.
INCREASED1,4701,240+230+19%$295.1K$326.2K+$31.1K2026-11-06
IFG Advisors, LLC
UNCHANGED1,4631,46300%$348.1K$324.6K-$23.5K2026-10-15
Royal Fund Management, LLC
INCREASED1,4621,461+1+0%$347.8K$324.4K-$23.4K2026-10-22
First National Trust Co
INCREASED1,4601,455+5+0%$346.2K$323.9K-$22.3K2026-10-28
Corecam AG
UNCHANGED1,4581,45800%$346.9K$323.4K-$23.4K2026-10-29
Accretive Wealth Partners, LLC
UNCHANGED1,4501,45000%$345.0K$321.7K-$23.3K2026-11-06
Earned Wealth Advisors, LLC
INCREASED1,4411,347+94+7%$320.6K$319.6K-$9852026-11-06
True Link Financial Advisors, LLC
DECREASED1,4401,490-50-3%$354.5K$319.5K-$35.1K2026-10-27
Birch Financial Group, LLC
DECREASED1,4342,200-766-35%$523.4K$318.0K-$205.4K2026-10-27
TCI Wealth Advisors, Inc.
INCREASED1,4331,427+6+0%$339.5K$317.9K-$21.6K2026-10-30
Cornerstone Advisory, LLC
INCREASED1,4311,408+23+2%$335.0K$317.6K-$17.5K2026-11-06
Marathon Capital Management
DECREASED1,4293,775-2,346-62%$898.3K$317.1K-$581.1K2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,4271,42700%$339.5K$316.6K-$22.9K2026-10-27
Mayfair Advisory Group, LLC
UNCHANGED1,4261,42600%$370.7K$316.4K-$54.3K2026-10-20
Paladin Wealth, LLC
INCREASED1,425866+559+65%$206.1K$316.1K+$110.1K2026-10-23
Arbor Investment Advisors, LLC
DECREASED1,4212,088-667-32%$496.7K$315.2K-$181.5K2026-10-26
Planned Solutions, Inc.
UNCHANGED1,4181,41800%$337.4K$314.6K-$22.8K2026-10-19
Perpetual Ltd
UNCHANGED1,4171,41700%$337.2K$314.4K-$22.8K2026-10-13
D'Orazio & Associates, Inc.
INCREASED1,4101,169+241+21%$278.2K$312.8K+$34.7K2026-11-04
GenWealth Group, Inc.
UNCHANGED1,4011,40100%$333.4K$310.8K-$22.5K2026-10-16
Aries Wealth Management
DECREASED1,3931,443-50-3%$343.3K$309.1K-$34.3K2026-10-23
Larry Mathis Financial Planning, LLC
DECREASED1,3901,438-48-3%$342.2K$308.4K-$33.8K2026-10-26
Virtue Capital Management, LLC
NEW1,389—+1,389——$308.2K—2026-10-29
McElhenny Sheffield Capital Management, LLC
DECREASED1,3882,744-1,356-49%$652.9K$307.9K-$345.0K2026-11-06
Verdence Capital Advisors LLC
NEW1,380—+1,380——$306.1K—2026-10-26
Greenhouse Wealth Management, LLC
UNCHANGED1,3791,37900%$328.0K$305.9K-$22.2K2026-10-20
Chicago Capital, LLC
DECREASED1,3761,626-250-15%$387.0K$305.4K-$81.6K2026-10-13
BCS Wealth Management
INCREASED1,3741,300+74+6%$309.3K$304.8K-$4.5K2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED1,3701,37000%$326.0K$303.9K-$22.0K2026-11-03
Elyxium Wealth, LLC
DECREASED1,3611,530-169-11%$364.0K$301.9K-$62.1K2026-10-27
Root Financial Partners, LLC
INCREASED1,3611,230+131+11%$292.7K$302.0K+$9.3K2026-10-21
SYM Financial Corp
INCREASED1,3521,315+37+3%$312.8K$299.9K-$12.9K2026-10-26
Tritonpoint Wealth, LLC
INCREASED1,3441,122+222+20%$266.9K$298.1K+$31.2K2026-10-19
Focus Financial Network, Inc.
INCREASED1,3391,261+78+6%$301.4K$298.4K-$3.0K2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED1,3341,336-20%$317.9K$296.0K-$21.9K2026-10-15
True North Advisors, LLC
DECREASED1,3252,796-1,471-53%$665.3K$295.4K-$369.9K2026-10-22
Mezzasalma Advisors, LLC
INCREASED1,3191,079+240+22%$256.7K$292.6K+$35.9K2026-10-14
Decker Wealth Management LLC
UNCHANGED1,3001,30000%$309.3K$288.4K-$20.9K2026-10-09
Aspiriant, LLC
INCREASED1,2981,261+37+3%$300.2K$288.0K-$12.2K2026-10-16
XML Financial, LLC
UNCHANGED1,2951,29500%$308.1K$287.3K-$20.8K2026-10-29
Syverson Strege & Co
UNCHANGED1,2821,28200%$305.0K$284.4K-$20.6K2026-11-02
Cooper Financial Group
DECREASED1,2773,354-2,077-62%$798.1K$283.3K-$514.7K2026-10-07
Boston Trust Walden Corp
INCREASED1,2751,144+131+11%$272.2K$282.9K+$10.7K2026-10-30
RMG Wealth Management LLC
UNCHANGED1,2691,26900%$324.7K$328.7K+$4.0K2026-10-26
Purkiss Capital Advisors LLC
UNCHANGED1,2591,25900%$299.6K$279.3K-$20.2K2026-11-06
Intrua Financial, LLC
DECREASED1,2571,466-209-14%$348.8K$278.8K-$70.0K2026-10-28
McLean Asset Management Corp
DECREASED1,2571,268-11-1%$334.9K$335.3K+$4132026-11-06
Intelligence Driven Advisers, LLC
DECREASED1,2561,261-50%$300.0K$278.7K-$21.4K2026-10-09
Equitable Trust Co
DECREASED1,2501,252-20%$297.9K$277.3K-$20.6K2026-10-13
AlphaCentric Advisors LLC
INCREASED1,245657+588+90%$156.3K$276.2K+$119.9K2026-11-03
Destiny Wealth Partners, LLC
DECREASED1,2431,568-325-21%$414.1K$328.1K-$86.0K2026-11-05
Macroview Investment Management LLC
INCREASED1,2381,212+26+2%$288.4K$274.7K-$13.7K2026-10-26
SAX Wealth Advisors, LLC
NEW1,237—+1,237——$274.4K—2026-10-13
Saybrook Capital
UNCHANGED1,2371,23700%$294.3K$274.4K-$19.9K2026-10-27
Childress Capital Advisors, LLC
INCREASED1,236873+363+42%$207.6K$274.1K+$66.5K2026-10-28
Tuttle Capital Management, LLC
NEW1,226—+1,226——$272.0K—2026-10-21
CWA Asset Management Group, LLC
INCREASED1,2211,196+25+2%$284.6K$270.9K-$13.7K2026-10-19
WP Advisors, LLC
INCREASED1,2201,215+5+0%$289.0K$270.7K-$18.3K2026-10-22
Clear Harbor Asset Management, LLC
UNCHANGED1,2191,21900%$290.0K$270.4K-$19.6K2026-11-05
Eagle Harbor Asset Management Inc
UNCHANGED1,2171,21700%$289.6K$270.0K-$19.6K2026-10-21
Sage Private Wealth Group, LLC
INCREASED1,2091,017+192+19%$242.0K$268.3K+$26.3K2026-10-21
Carrera Capital Advisors
INCREASED1,2041,199+5+0%$286.5K$268.4K-$18.1K2026-11-03
Conning Inc.
UNCHANGED1,2031,20300%$286.2K$266.9K-$19.3K2026-10-27
Hoey Investments, Inc
UNCHANGED1,2001,20000%$285.5K$266.2K-$19.3K2026-10-29
Adelphi Trust Co
INCREASED1,1961,127+69+6%$268.2K$265.3K-$2.8K2026-10-05
Red Mountain Financial, LLC
UNCHANGED1,1831,18300%$281.5K$262.5K-$19.0K2026-11-03
Raleigh Capital Management Inc.
DECREASED1,1791,195-16-1%$284.3K$261.6K-$22.7K2026-10-28
Promethium Advisors,llc
DECREASED1,1782,058-880-43%$491.9K$262.6K-$229.3K2026-10-19
Riverbend Wealth Management, LLC
DECREASED1,1761,231-55-4%$293.0K$260.9K-$32.1K2026-10-15
Old Port Advisors
INCREASED1,1731,165+8+1%$277.2K$260.2K-$17.0K2026-10-23
Dakota Community Bank & Trust NA
DECREASED1,1721,179-7-1%$280.5K$260.0K-$20.5K2026-10-09
Lake Street Private Wealth, LLC
INCREASED1,1651,159+6+1%$275.8K$258.5K-$17.3K2026-10-22
Beaumont Financial Advisors, LLC
DECREASED1,1591,276-117-9%$303.6K$257.1K-$46.5K2026-10-22
Seamount Financial Group Inc
UNCHANGED1,1561,15600%$275.1K$256.5K-$18.6K2026-10-21
Leslie Global Wealth, LLC
INCREASED1,1531,142+11+1%$271.7K$255.8K-$15.9K2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED1,1511,15100%$273.9K$255.4K-$18.5K2026-10-23
JSF Financial, LLC
NEW1,138—+1,138——$252.6K—2026-10-22
Tsfg, LLC
DECREASED1,1371,276-139-11%$304.0K$252.0K-$52.0K2026-10-23
Pinnacle Wealth Management Advisory Group, LLC
INCREASED1,1371,120+17+2%$266.6K$252.2K-$14.4K2026-10-23
Financial Consulate, Inc
INCREASED1,1321,126+6+1%$267.9K$251.1K-$16.8K2026-10-23
Heritage Family Offices, LLP
DECREASED1,1301,408-278-20%$335.0K$250.7K-$84.3K2026-11-02
Harrell Investment Partners, LLC
DECREASED1,1291,210-81-7%$287.9K$250.4K-$37.4K2026-10-15
CoreCap Advisors, LLC
DECREASED1,1161,406-290-21%$334.4K$247.7K-$86.7K2026-10-08
BAR Harbor Wealth Management
UNCHANGED1,1141,11400%$265.1K$247.2K-$17.9K2026-10-21
Liberty Capital Management, Inc.
UNCHANGED1,1121,11200%$264.6K$246.7K-$17.9K2026-11-02
Diversified Enterprises, LLC
INCREASED1,108867+241+28%$206.3K$245.8K+$39.5K2026-10-19
Horst & Graben Wealth Management LLC
UNCHANGED1,1081,10800%$269.5K$245.9K-$23.6K2026-11-02
Elevatus Welath Management
DECREASED1,1071,261-154-12%$300.1K$245.7K-$54.4K2026-10-19
TritonPoint Partners, LLC
DECREASED1,1051,214-109-9%$290.6K$246.3K-$44.3K2026-11-05
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED1,0901,127-37-3%$268.2K$241.8K-$26.3K2026-11-03
Capital Square, LLC
UNCHANGED1,0831,08300%$272.5K$240.3K-$32.2K2026-10-19
Rockline Wealth Management, LLC
UNCHANGED1,0821,08200%$257.5K$240.1K-$17.4K2026-10-26
Smithbridge Asset Management Inc
DECREASED1,0801,120-40-4%$266.5K$239.6K-$26.9K2026-10-19
Rossmore Private Capital
UNCHANGED1,0781,07800%$257.7K$240.3K-$17.3K2026-10-27
Patten & Patten Inc
DECREASED1,0741,099-25-2%$261.5K$238.3K-$23.2K2026-10-26
55 North Private Wealth, LLC
INCREASED1,071969+102+11%$230.6K$237.6K+$7.0K2026-10-20
Fulton Breakefield Broenniman LLC
UNCHANGED1,0711,07100%$254.8K$237.6K-$17.2K2026-11-03
Allen Capital Group, LLC
DECREASED1,0691,075-6-1%$255.8K$237.2K-$18.6K2026-10-27
Integrity Advisory Solutions, LLC
INCREASED1,068906+162+18%$215.7K$237.0K+$21.3K2026-10-29
ACT Advisors, Llc.
INCREASED1,0661,053+13+1%$250.6K$236.5K-$14.0K2026-10-15
FDx Advisors, Inc.
DECREASED1,0661,072-6-1%$255.0K$237.0K-$18.0K2026-11-05
Sapient Capital LLC
DECREASED1,0641,065-10%$254.6K$237.2K-$17.3K2026-10-08
Inscription Capital, LLC
DECREASED1,0631,107-44-4%$263.4K$235.8K-$27.6K2026-11-02
Woodard & Co Asset Management Group Inc
INCREASED1,0631,062+1+0%$252.7K$235.8K-$16.9K2026-11-03
Duncker Streett & Co Inc
UNCHANGED1,0601,06000%$252.2K$235.2K-$17.0K2026-10-27
Washington Trust Advisors, Inc.
UNCHANGED1,0581,05800%$251.7K$234.7K-$17.0K2026-10-22
Burke & Herbert Bank & Trust Co
UNCHANGED1,0561,05600%$251.3K$234.3K-$17.0K2026-11-02
Sterling Wealth Management, Inc.
UNCHANGED1,0521,05200%$250.3K$233.4K-$16.9K2026-10-23
JGP Wealth Management, LLC
INCREASED1,051955+96+10%$227.2K$233.2K+$5.9K2026-10-13
Waldron Private Wealth LLC
DECREASED1,0481,185-137-12%$283.2K$233.6K-$49.6K2026-11-02
Ifrah Financial Services, Inc.
DECREASED1,0481,060-12-1%$252.3K$232.4K-$19.8K2026-10-13
Fiduciary Alliance LLC
DECREASED1,0401,186-146-12%$282.2K$230.8K-$51.4K2026-10-13
Stirlingshire Investments, Inc.
INCREASED1,040995+45+5%$236.8K$233.3K-$3.5K2026-11-05
Essex Bank
DECREASED1,0371,038-10%$247.0K$230.1K-$16.9K2026-10-16
Revisor Wealth Management LLC
NEW1,036—+1,036——$248.8K—2026-10-20
Joel Isaacson & Co., LLC
DECREASED1,0351,474-439-30%$350.6K$229.6K-$121.0K2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED1,0301,025+5+0%$243.9K$228.6K-$15.3K2026-10-14
Meridian Wealth Management, LLC
DECREASED1,0201,997-977-49%$475.1K$226.3K-$248.8K2026-11-05
Pacific Sage Partners, LLC
UNCHANGED1,0191,01900%$242.5K$226.1K-$16.4K2026-10-21
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,0151,01500%$241.5K$225.2K-$16.3K2026-10-07
Aafmaa Wealth Management & Trust LLC
UNCHANGED1,0151,01500%$241.5K$225.2K-$16.3K2026-10-14
Sanders Morris Harris LLC
NEW1,011—+1,011——$230.1K—2026-10-14
Ballast, Inc.
UNCHANGED1,0011,00100%$238.2K$222.1K-$16.1K2026-10-20
Cullinan Associates Inc
DECREASED1,0001,200-200-17%$285.5K$221.9K-$63.7K2026-11-03
Cornerstone Advisors Asset Management, LLC
UNCHANGED1,0001,00000%$237.9K$221.9K-$16.1K2026-11-06
Carl P. Sherr & Co., LLC
UNCHANGED1,0001,00000%$237.9K$221.9K-$16.1K2026-11-06
Rede Wealth, LLC
UNCHANGED1,0001,00000%$237.9K$221.9K-$16.1K2026-10-22
bLong Financial, LLC
UNCHANGED1,0001,00000%$237.9K$221.9K-$16.1K2026-10-29
Wealth Management Partners, LLC
UNCHANGED99999900%$237.7K$221.6K-$16.1K2026-10-21
Richard C. Young & Co., Ltd.
DECREASED9975,650-4,653-82%$1.3M$221.2K-$1.1M2026-11-04
Impact Capital Partners LLC
DECREASED9971,002-50%$238.4K$221.2K-$17.2K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED992997-50%$237.2K$220.2K-$17.1K2026-11-04
Purus Wealth Management, LLC
DECREASED992994-20%$236.5K$220.1K-$16.4K2026-10-15
Fideuram Asset Management (Ireland) dac
DECREASED99123,003-22,012-96%$5.4M$234.7K-$5.2M2026-10-29
Cascade Investment Advisors, Inc.
UNCHANGED98898800%$235.1K$219.2K-$15.9K2026-11-02
Sard Wealth Management Group, LLC
UNCHANGED98698600%$234.6K$218.8K-$15.9K2026-10-16
Fort Washington Investment Advisors Inc
DECREASED9841,060-76-7%$252.2K$218.3K-$33.9K2026-10-15
Firethorn Wealth Partners, LLC
INCREASED982981+1+0%$233.5K$218.0K-$15.6K2026-10-14
Interchange Capital Partners, LLC
NEW980—+980——$217.3K—2026-10-28
Affinity Capital Advisors, LLC
UNCHANGED97997900%$243.2K$224.6K-$18.5K2026-10-13
Gladwyn Financial Advisors, Inc.
UNCHANGED97697600%$232.3K$216.6K-$15.7K2026-10-05
Acropolis Investment Management, LLC
INCREASED974941+33+4%$223.9K$216.1K-$7.8K2026-10-08
Opal Wealth Advisors, LLC
DECREASED9713,823-2,852-75%$909.6K$215.4K-$694.2K2026-10-16
Masterinvest Kapitalanlage GmbH
DECREASED9701,068-98-9%$254.1K$215.2K-$38.9K2026-11-03
Nicholas Hoffman & Company, Llc.
DECREASED9671,195-228-19%$284.3K$214.5K-$69.8K2026-10-30
Kaizen Financial Strategies
INCREASED967917+50+5%$222.9K$214.5K-$8.4K2026-10-09
Factor Wealth Management LTD
NEW959—+959——$212.8K—2026-10-08
Burns J W & Co Inc
NEW959—+959——$212.8K—2026-10-20
SteelPeak Wealth, LLC
DECREASED9591,541-582-38%$368.3K$213.8K-$154.5K2026-10-16
William Mack & Associates, Inc.
INCREASED959956+3+0%$227.5K$212.8K-$14.7K2026-10-27
Clark Financial Services Group Inc
INCREASED952940+12+1%$223.7K$211.2K-$12.5K2026-10-19
Carroll Advisory Group, LLC
INCREASED951947+4+0%$225.3K$211.0K-$14.3K2026-10-16
FNY Investment Advisers, LLC
INCREASED950500+450+90%$118.0K$210.0K+$92.0K2026-10-16
International Assets Investment Management, LLC
DECREASED94775,671-74,724-99%$228.3K$212.5K-$15.8K2026-11-02
Central Bank & Trust Co
UNCHANGED94794700%$225.3K$210.1K-$15.2K2026-10-09
Abacus Wealth Partners, LLC
DECREASED946950-40%$226.0K$209.9K-$16.1K2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED94694600%$226.1K$210.9K-$15.2K2026-10-21
Tortuga Wealth Management, Inc
UNCHANGED94494400%$224.6K$209.4K-$15.2K2026-10-27
Uniting Wealth Partners, LLC
DECREASED9431,071-128-12%$256.0K$210.2K-$45.7K2026-11-06
Paragon Capital Management Ltd
INCREASED933929+4+0%$221.0K$207.0K-$14.0K2026-10-09
Walled Lake Planning & Wealth Management, LLC
INCREASED933931+2+0%$221.6K$207.0K-$14.6K2026-10-29
Walkner Condon Financial Advisors LLC
INCREASED932901+31+3%$214.4K$206.8K-$7.6K2026-11-02
Tableaux LLC
UNCHANGED92992900%$221.0K$206.1K-$14.9K2026-10-23
Nations Financial Group Inc,
DECREASED927934-7-1%$222.2K$205.7K-$16.6K2026-11-05
Schorn Wealth LLC
UNCHANGED92492400%$219.9K$205.1K-$14.9K2026-10-14
Cornell Pochily Investment Advisors, Inc.
UNCHANGED91591500%$217.7K$203.0K-$14.7K2026-10-19
Kavar Capital Partners Group, LLC
DECREASED912916-40%$218.0K$202.3K-$15.6K2026-11-06
CPC Advisors, LLC
INCREASED906859+47+5%$204.4K$201.0K-$3.4K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED898673+225+33%$160.3K$199.3K+$39.1K2026-10-16
Thompson Investment Management, Inc.
DECREASED8971,397-500-36%$332.4K$199.0K-$133.4K2026-10-14
Curat Global, LLC
UNCHANGED86286200%$201.7K$191.2K-$10.4K2026-10-26
Key FInancial Inc
INCREASED854851+3+0%$202.5K$189.5K-$13.0K2026-11-02
Canvas Wealth Advisors, LLC
NEW837—+837——$214.2K—2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED83183100%$197.7K$184.4K-$13.4K2026-10-21
Deseret Mutual Benefit Administrators
DECREASED828881-53-6%$209.6K$183.7K-$25.9K2026-11-04
Highline Wealth Partners LLC
INCREASED815782+33+4%$186.0K$180.8K-$5.2K2026-10-19
Alpine Bank Wealth Management
UNCHANGED81481400%$193.7K$180.6K-$13.1K2026-10-16
Legacies Wealth LLC
UNCHANGED80780700%$192.0K$179.0K-$13.0K2026-11-02
First Financial Corp
UNCHANGED79879800%$189.9K$177.0K-$12.8K2026-10-13
Summit Securities Group LLC
INCREASED79260+732+1220%$14.3K$175.7K+$161.4K2026-11-05
Southern Michigan Bank & Trust
DECREASED783788-5-1%$187.5K$173.7K-$13.8K2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED77677600%$184.6K$172.2K-$12.5K2026-10-05
Cromwell Holdings LLC
INCREASED731708+23+3%$169.2K$162.9K-$6.3K2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED72572500%$172.5K$160.8K-$11.7K2026-10-19
Creative Financial Designs Inc
DECREASED724736-12-2%$175.1K$160.6K-$14.5K2026-11-04
West Paces Advisors Inc.
DECREASED718831-113-14%$197.7K$159.3K-$38.4K2026-10-13
Livelsberger Financial Advisory
NEW706—+706——$156.6K—2026-10-28
Planning Strategies Inc.
INCREASED706704+2+0%$167.5K$156.6K-$10.9K2026-10-02
Bfsg, LLC
DECREASED692777-85-11%$184.9K$153.5K-$31.4K2026-10-30
Y.D. More Investments Ltd
INCREASED667166+501+302%$133$148.0K+$147.8K2026-11-02
Groesbeck Investment Management Corp
DECREASED660725-65-9%$173.0K$146.0K-$27.0K2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED64864800%$154.2K$167.9K+$13.7K2026-10-29
Laurel Wealth Advisors LLC
NEW616—+616——$136.7K—2026-10-27
Oakworth Capital, Inc.
UNCHANGED61161100%$148.5K$135.6K-$13.0K2026-10-26
Manchester Capital Management LLC
DECREASED610632-22-3%$150.4K$135.3K-$15.0K2026-10-22
Cassaday & Co Wealth Management LLC
INCREASED601439+162+37%$104.5K$133.3K+$28.9K2026-10-27
TrustBank
UNCHANGED60060000%$142.8K$133.1K-$9.6K2026-10-20
Adirondack Trust Co
UNCHANGED60060000%$142.8K$133.1K-$9.6K2026-10-14
Montag A & Associates Inc
DECREASED598600-20%$143.5K$133.3K-$10.2K2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED584884-300-34%$210.3K$129.6K-$80.7K2026-10-21
First Premier Bank
UNCHANGED58458400%$139.0K$130.0K-$9.0K2026-10-13
Covestor Ltd
DECREASED582748-166-22%$178.0K$129.0K-$49.0K2026-10-30
Albion Financial Group
INCREASED560552+8+1%$131.3K$124.3K-$7.0K2026-10-21
Zions Bancorporation, National Association
INCREASED552537+15+3%$127.8K$122.5K-$5.3K2026-11-06
Ares Financial Consulting, LLC
INCREASED541525+16+3%$124.8K$120.1K-$4.7K2026-10-19
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED54154100%$128.7K$120.0K-$8.7K2026-10-23
First United Bank & Trust
DECREASED528540-12-2%$128.5K$117.1K-$11.3K2026-10-22
Bay Harbor Wealth Management, LLC
DECREASED526561-35-6%$134.1K$117.3K-$16.8K2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED52052000%$123.7K$115.4K-$8.4K2026-10-28
Northstar Asset Management Co
UNCHANGED50050000%$130.0K$125.5K-$4.5K2026-10-22
Hilton Head Capital Partners, LLC
DECREASED497708-211-30%$168.6K$110.2K-$58.4K2026-10-23
Bell Investment Advisors, Inc
INCREASED484284+200+70%$67.6K$107.4K+$39.8K2026-10-29
Reyes Financial Architecture, Inc.
INCREASED479308+171+56%$73.3K$106.3K+$33.0K2026-10-22
Byrne Asset Management LLC
UNCHANGED46946900%$111.6K$105.2K-$6.3K2026-10-06
Networth Advisors, LLC
INCREASED429427+2+0%$101.6K$95.1K-$6.5K2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED429431-20%$102.6K$95.2K-$7.4K2026-11-04
Rachor Investment Advisory Services, LLC
INCREASED425423+2+0%$100.6K$94.3K-$6.4K2026-10-29
Rydar Equities, Inc.
NEW421—+421——$94.2K—2026-10-13
Your Advocates Ltd., LLP
UNCHANGED40040000%$95.2K$88.7K-$6.4K2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED39139100%$93.0K$87.0K-$6.0K2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED362345+17+5%$82.0K$80.0K-$2.0K2026-10-14
Team Financial Group, LLC
NEW359—+359——$79.6K—2026-10-30
Golden State Wealth Management, LLC
INCREASED352247+105+43%$58.8K$78.2K+$19.4K2026-11-02
Global Trust Asset Management, LLC
UNCHANGED35035000%$83.3K$77.7K-$5.6K2026-10-19
West Branch Capital LLC
UNCHANGED34634600%$82.3K$76.8K-$5.6K2026-10-20
True Wealth Design, LLC
INCREASED336317+19+6%$75.4K$74.5K-$8822026-10-13
Mcdonald Partners LLC
UNCHANGED33333300%$79.2K$73.9K-$5.4K2026-11-03
StrongBox Wealth, LLC
INCREASED328228+100+44%$54.3K$72.8K+$18.5K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED328301+27+9%$71.6K$72.8K+$1.2K2026-10-20
Olistico Wealth, LLC
UNCHANGED32832800%$78.0K$72.8K-$5.3K2026-10-05
Cedar Mountain Advisors, LLC
UNCHANGED32532500%$77.3K$72.1K-$5.2K2026-10-15
Lloyd Advisory Services, Llc.
INCREASED320319+1+0%$75.9K$71.0K-$4.9K2026-11-02
CrossGen Wealth, LLC
INCREASED318309+9+3%$73.6K$70.6K-$2.9K2026-10-30
GK Wealth Management LLC
NEW307—+307——$68.2K—2026-10-09
Kingdom Financial Group Llc.
INCREASED306223+83+37%$53.1K$67.9K+$14.8K2026-11-04
Mainstream Capital Management LLC
NEW300—+300——$66.6K—2026-10-23
SJS Investment Consulting Inc.
INCREASED291269+22+8%$64.0K$64.6K+$5562026-10-26
Elevation Wealth Partners, LLC
INCREASED288211+77+36%$50.2K$63.9K+$13.7K2026-10-07
Mosley Wealth Management
INCREASED284281+3+1%$66.9K$68.0K+$1.1K2026-10-16
Valley Wealth Managers, Inc.
UNCHANGED28328300%$67.3K$62.8K-$4.6K2026-10-09
City State Bank
INCREASED277219+58+26%$52.1K$61.5K+$9.3K2026-10-20
Tradewinds Capital Management, LLC
DECREASED267275-8-3%$65.4K$59.2K-$6.2K2026-10-23
First Community Trust NA
UNCHANGED25525500%$60.7K$56.6K-$4.1K2026-10-07
United Community Bank
UNCHANGED25225200%$60.0K$55.9K-$4.1K2026-10-28
Birchwood Financial Partners, Inc.
UNCHANGED25025000%$59.5K$55.5K-$4.0K2026-11-02
WPG Advisers, LLC
INCREASED243240+3+1%$57.1K$53.9K-$3.2K2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED23923900%$56.9K$53.0K-$3.8K2026-10-20
Financial Management Professionals, Inc.
INCREASED235209+26+12%$50.0K$52.4K+$2.4K2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED22922900%$54.5K$50.8K-$3.7K2026-10-22
Ascentis Wealth Management, LLC
INCREASED228200+28+14%$47.6K$50.6K+$3.0K2026-11-03
Piscataqua Savings Bank
UNCHANGED22522500%$53.5K$49.9K-$3.6K2026-10-21
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED22422400%$53.0K$50.0K-$3.0K2026-11-02
American National Bank & Trust
DECREASED223294-71-24%$70.0K$49.5K-$20.5K2026-10-07
Fortitude Family Office, LLC
DECREASED216234-18-8%$55.7K$47.9K-$7.8K2026-10-14
Private Wealth Management Group, LLC
UNCHANGED21521500%$51.2K$47.7K-$3.5K2026-10-19
Arlington Trust Co LLC
INCREASED214118+96+81%$28.1K$47.5K+$19.4K2026-10-20
Barnes Dennig Private Wealth Management LLC
INCREASED206189+17+9%$45.0K$45.7K+$7322026-10-30
Silver Grove Financial Group, Inc.
INCREASED200141+59+42%$33.6K$44.4K+$10.8K2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED18818800%$44.7K$41.7K-$3.0K2026-10-22
PFS Partners, LLC
UNCHANGED18618600%$44.2K$41.4K-$2.8K2026-10-21
Nvwm, LLC
INCREASED1848+176+2200%$1.9K$40.8K+$38.9K2026-10-14
SBI Securities Co., Ltd.
INCREASED179115+64+56%$27.4K$39.7K+$12.4K2026-10-22
Costello Asset Management, Inc
DECREASED175250-75-30%$59.5K$38.8K-$20.7K2026-10-30
University of Texas S AM Investment Management Co
UNCHANGED16816800%$40.2K$37.5K-$2.7K2026-11-03
Hilltop National Bank
UNCHANGED16416400%$39.0K$36.4K-$2.6K2026-10-14
Community Bank, N.A.
UNCHANGED16116100%$38.3K$35.7K-$2.6K2026-11-06
Kentucky Trust Co
INCREASED160117+43+37%$27.8K$35.5K+$7.7K2026-10-15
First Bancorp, Inc
UNCHANGED16016000%$38.1K$35.5K-$2.6K2026-10-26
Compass Financial Management LLC
UNCHANGED15315300%$39.2K$34.0K-$5.2K2026-10-30
Clearstead Trust, LLC
UNCHANGED15215200%$36.2K$33.7K-$2.4K2026-11-06
Atwood & Palmer Inc
UNCHANGED15015000%$35.7K$33.3K-$2.4K2026-10-08
Vision Financial Markets LLC
UNCHANGED15015000%$35.7K$33.3K-$2.4K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED14714700%$35.0K$32.6K-$2.4K2026-10-28
Hughes Financial Services, LLC
UNCHANGED14614600%$34.7K$37.4K+$2.6K2026-10-30
Ascentis Independent Advisors
INCREASED14314+129+921%$3.3K$32.0K+$28.6K2026-11-03
Archer Investment Corp
DECREASED138394-256-65%$93.7K$30.7K-$63.0K2026-11-05
Dorato Capital Management
UNCHANGED13813800%$34.7K$30.9K-$3.8K2026-10-08
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED13413400%$31.9K$29.7K-$2.2K2026-10-21
Prudent Man Investment Management, Inc.
NEW133—+133——$29.5K—2026-11-03
Creative Capital Management Investments LLC
INCREASED133124+9+7%$29.5K$29.5K+$22026-10-28
10Elms LLP
UNCHANGED13213200%$31.4K$29.3K-$2.1K2026-11-06
Joseph Group Capital Management
INCREASED129113+16+14%$26.9K$28.6K+$1.7K2026-11-04
MV Capital Management, Inc.
DECREASED126127-1-1%$30.2K$28.0K-$2.3K2026-10-29
Salomon & Ludwin, LLC
UNCHANGED12412400%$30.1K$27.5K-$2.6K2026-10-29
Rakuten Securities, Inc.
NEW122—+122——$27.1K—2026-11-02
Avion Wealth
DECREASED121281-160-57%$66$26-$402026-11-04
Westside Investment Management, Inc.
UNCHANGED11711700%$27.8K$26.2K-$1.7K2026-11-02
Rossby Financial, LCC
INCREASED11671+45+63%$16.9K$25.7K+$8.8K2026-11-05
Asset Dedication, LLC
INCREASED113109+4+4%$25.9K$25.1K-$8402026-11-03
Advocate Investing Services LLC
UNCHANGED11011000%$26.2K$24.4K-$1.8K2026-10-26
Armstrong Advisory Group, Inc
INCREASED10893+15+16%$22.1K$24.0K+$1.8K2026-10-09
Gables Capital Management Inc.
UNCHANGED10810800%$25.7K$24.0K-$1.7K2026-11-04
Quaker Wealth Management, LLC
INCREASED1077+100+1429%$1.7K$23.7K+$22.1K2026-10-22
Valued Wealth Advisors LLC
INCREASED10695+11+12%$22.8K$23.7K+$9602026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED10610600%$25.2K$23.5K-$1.7K2026-11-02
Bayban
UNCHANGED10310300%$24.5K$24.5K$02026-11-05
Signature Equity Partners, LLC
INCREASED10069+31+45%$16.4K$22.3K+$5.8K2026-10-29
Markowski Investments
UNCHANGED10010000%$23.8K$22.2K-$1.6K2026-10-30
Peoples Financial Services Corp.
UNCHANGED10010000%$23.8K$22.2K-$1.6K2026-10-20
Cornerstone National Bank & Trust Co
UNCHANGED10010000%$24.3K$22.4K-$1.9K2026-10-20
Accordant Advisory Group Inc
UNCHANGED979700%$23.1K$21.5K-$1.6K2026-10-29
Cape Investment Advisory, Inc.
UNCHANGED929200%$21.9K$20.4K-$1.5K2026-10-13
Birchbrook, Inc.
UNCHANGED858500%$20.2K$18.9K-$1.3K2026-10-14
Bare Financial Services, Inc
INCREASED8477+7+9%$18.3K$18.6K+$3162026-11-04
Essential Partners LLC
UNCHANGED848400%$20.0K$18.6K-$1.4K2026-10-14
Bullock Wealth Management Group
INCREASED8345+38+84%$10.9K$18.6K+$7.7K2026-10-09
Aspect Partners, LLC
DECREASED8284-2-2%$20.0K$18.2K-$1.8K2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED828200%$19.5K$18.2K-$1.3K2026-10-26
Holos Integrated Wealth LLC
UNCHANGED808000%$20.1K$19.7K-$3692026-10-23
Hara Capital LLC
UNCHANGED808000%$19.1K$17.8K-$1.3K2026-10-30
James T. Borello RIA
INCREASED7875+3+4%$17.8K$17.3K-$5412026-10-16
Atlantic Edge Private Wealth Management, LLC
UNCHANGED757500%$17.8K$16.6K-$1.2K2026-10-20
Princeton Global Asset Management LLC
UNCHANGED757500%$17.8K$16.6K-$1.2K2026-10-21
Tower Trust & Investment Co
UNCHANGED747400%$17.6K$16.4K-$1.2K2026-10-28
IAG Wealth Partners, LLC
UNCHANGED737300%$17.4K$16.2K-$1.2K2026-11-06
High Note Wealth, LLC
INCREASED7264+8+13%$15.2K$16.0K+$7462026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED707000%$16.5K$15.5K-$1.0K2026-10-28
Hurley Capital, LLC
UNCHANGED707000%$16.6K$15.5K-$1.1K2026-11-05
Nvest Wealth Strategies, Inc.
INCREASED6859+9+15%$14.0K$15.1K+$1.0K2026-10-14
Torren Management, LLC
UNCHANGED676700%$15.9K$14.8K-$1.1K2026-10-29
UMB Private Wealth Management, LLC
NEW63—+63——$14.0K—2026-10-19
DecisionPoint Financial, LLC
INCREASED6260+2+3%$14.6K$13.9K-$6742026-10-27
Tounjian Advisory Partners, LLC
UNCHANGED616100%$14.5K$13.6K-$9302026-11-04
Concord Wealth Partners
UNCHANGED606000%$14.3K$13.3K-$9642026-11-02
Nfsg Corp
UNCHANGED585800%$13.8K$12.9K-$9002026-10-15
Burk Holdings LLC
INCREASED5219+33+174%$4.5K$11.5K+$7.0K2026-11-05
Montgomery Financial Services LLC
UNCHANGED525200%$12.4K$11.5K-$8362026-11-03
Pacifica Partners Inc.
UNCHANGED505000%$12.5K$11.2K-$1.3K2026-10-09
Harbor Capital Advisors, Inc.
DECREASED48101-53-52%$24.0K$11-$24.0K2026-10-22
Moisand Fitzgerald Tamayo, LLC
INCREASED461+45+4500%$238$10.2K+$10.0K2026-10-15
Tompkins Financial Corp
DECREASED4457-13-23%$13.6K$9.8K-$3.8K2026-10-05
Financial Perspectives, Inc
UNCHANGED444400%$10.5K$9.8K-$7072026-11-03
TFC Financial Management, Inc.
UNCHANGED434300%$10.3K$9.6K-$6952026-10-26
IMG Wealth Management, Inc.
INCREASED4233+9+27%$7.9K$9.3K+$1.5K2026-10-27
DeDora Capital, Inc.
NEW39—+39——$8.7K—2026-10-26
Proathlete Wealth Management LLC
NEW38—+38——$8.4K—2026-10-15
GoalVest Advisory LLC
NEW36—+36——$8.0K—2026-10-02
Community Financial Services Group, LLC
UNCHANGED363600%$8.8K$8.1K-$6732026-10-15
1620 Investment Advisors, Inc.
UNCHANGED353500%$8.3K$7.8K-$5632026-11-04
Marquette Asset Management, LLC
DECREASED3339-6-15%$9.3K$7.3K-$2.0K2026-10-09
Valley National Advisers Inc
INCREASED3231+1+3%$7.4K$7.1K-$2772026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED323200%$7.6K$7.1K-$5142026-10-29
Advantage Trust Co
UNCHANGED313100%$7.4K$6.9K-$4982026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED313100%$7.4K$6.9K-$4992026-10-16
Retirement Wealth Solutions LLC
DECREASED3032-2-6%$7.6K$6.7K-$9592026-10-07
Balance Wealth Partners LLC
NEW29—+29——$6.5K—2026-10-27
Addison Advisors LLC
INCREASED2927+2+7%$6.4K$6.4K+$92026-11-06
Cdkv Holdings LLC
UNCHANGED282800%$6.7K$6.2K-$4502026-10-28
Syntax Research, Inc.
UNCHANGED282800%$6.7K$6.2K-$4502026-11-04
NBH Bank
UNCHANGED262600%$6.2K$5.8K-$4182026-11-05
Country Trust Bank
UNCHANGED252500%$5.9K$5.5K-$4022026-10-30
Key Capital Management, Inc
UNCHANGED222200%$5.2K$4.9K-$3542026-11-03
Clark Wealth Partners
UNCHANGED212100%$5.0K$4.7K-$3332026-10-19
Pittenger & Anderson Inc
NEW20—+20——$4.4K—2026-11-02
Guardian Partners Inc.
UNCHANGED202000%$4.8K$4.4K-$3222026-10-21
Nova Financial LLC
NEW18—+18——$4.0K—2026-11-04
Coston, McIsaac & Partners
NEW16—+16——$3.5K—2026-11-06
American Capital Advisory, LLC
INCREASED1615+1+7%$3.6K$3.6K-$202026-10-28
Dynamic Wealth Strategies, LLC
UNCHANGED161600%$3.8K$3.6K-$2572026-10-16
Abound Wealth Management
INCREASED155+10+200%$1.1K$3.3K+$2.1K2026-10-26
Gleason Group, Inc.
UNCHANGED141400%$3.4K$3.2K-$2142026-10-15
Evolution Wealth Management Inc.
DECREASED13142-129-91%$33.8K$2.9K-$30.9K2026-10-28
J.Safra Asset Management Corp
UNCHANGED121200%$2.9K$2.7K-$1932026-11-03
KFG LLC
NEW11—+11——$2.4K—2026-11-02
Kings Path Partners LLC
UNCHANGED111100%$2.6K$2.4K-$1772026-10-21
WestEnd Advisors, LLC
UNCHANGED9900%$2.1K$2.0K-$1442026-10-27
Navigoe, LLC
UNCHANGED8800%$1$1$02026-11-04
Horizon Financial Services, LLC
UNCHANGED6600%$1.4K$1.3K-$972026-11-04
Wolff Wiese Magana LLC
UNCHANGED5500%$1.2K$1.1K-$802026-10-15
Three Bridge Wealth Advisors, LLC
NEW4—+4——$892—2026-11-05
Fairway Wealth LLC
NEW4—+4——$887—2026-10-30
Leonteq Securities AG
INCREASED43+1+33%$714$887+$1732026-10-29
Brown, Lisle Ings, Inc.
UNCHANGED4400%$952$887-$652026-10-16
Phillip James Consulting Co.
UNCHANGED4400%$952$887-$652026-11-03
Morton Brown Family Wealth, LLC
UNCHANGED4400%$952$887-$652026-10-23
Fairscale Capital, LLC
NEW3—+3——$780—2026-11-04
Bayforest Capital Ltd
NEW3—+3——$666—2026-11-03
Trust Co
UNCHANGED3300%$714$666-$482026-10-09
Mascoma Wealth Management LLC
UNCHANGED3300%$714$666-$482026-10-23
Align Financial, LLC
NEW2—+2——$444—2026-10-16
Redwood Park Advisors LLC
UNCHANGED2200%$476$444-$322026-11-02
Breakwater Investment Management
UNCHANGED2200%$476$444-$322026-10-20
Maryland Capital Advisors Inc.
UNCHANGED2200%$476$444-$322026-10-15
Gilpin Wealth Management, LLC
NEW1—+1——$222—2026-10-09
Monetary Solutions, Ltd
NEW1—+1——$222—2026-10-22
3 Factor Indexing, LLC
UNCHANGED1100%$238$222-$162026-10-15
GHP Investment Advisors, Inc.
UNCHANGED1100%$238$222-$162026-10-15
Signature Resources Capital Management, LLC
UNCHANGED1100%$238$222-$162026-10-16
Deprince Race & Zollo Inc
CLOSED0194,752-194,752-100%$46.3M$0-$46.3M2026-10-13
Vestor Capital, LLC
CLOSED034,990-34,990-100%$8.8K$0-$8.8K2026-11-04
Dmkc Advisory Services, LLC
CLOSED010,361-10,361-100%$2.5M$0-$2.5M2026-11-04
CV Advisors LLC
CLOSED06,000-6,000-100%$1.4M$0-$1.4M2026-10-13
Jefferies Financial Group Inc.
CLOSED05,272-5,272-100%$1.3M$0-$1.3M2026-11-05
Ashton Thomas Securities, LLC
CLOSED04,703-4,703-100%$1.1M$0-$1.1M2026-10-26
Sustainable Insight Capital Management, LLC
CLOSED04,569-4,569-100%$1.1M$0-$1.1M2026-11-06
Shah Wealth Advisors, LLC
CLOSED03,731-3,731-100%$887.8K$0-$887.8K2026-11-06
Diversified Trust Co
CLOSED03,425-3,425-100%$814.9K$0-$814.9K2026-11-06
Third View Private Wealth, LLC
CLOSED02,565-2,565-100%$610.3K$0-$610.3K2026-10-30
Bingham Private Wealth, LLC
CLOSED02,437-2,437-100%$579.9K$0-$579.9K2026-11-05
Means Investment Co., Inc.
CLOSED01,869-1,869-100%$444.7K$0-$444.7K2026-11-03
Visionary Horizons, LLC
CLOSED01,760-1,760-100%$418.9K$0-$418.9K2026-10-22
Headland Capital, LLC
CLOSED01,685-1,685-100%$400.9K$0-$400.9K2026-11-06
Howard Capital Management Group, LLC
CLOSED01,500-1,500-100%$356.9K$0-$356.9K2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED01,408-1,408-100%$335.0K$0-$335.0K2026-10-27
B. Riley Wealth Advisors, Inc.
CLOSED01,395-1,395-100%$336.8K$0-$336.8K2026-10-13
Kestra Investment Management, LLC
CLOSED01,334-1,334-100%$317.3K$0-$317.3K2026-11-04
Salzhauer Michael
CLOSED01,287-1,287-100%$306.2K$0-$306.2K2026-10-28
MBL Wealth, LLC
CLOSED01,238-1,238-100%$294.6K$0-$294.6K2026-10-22
Baker Tilly Wealth Management, LLC
CLOSED01,151-1,151-100%$273.9K$0-$273.9K2026-10-05
Turtle Creek Wealth Advisors, LLC
CLOSED01,125-1,125-100%$267.7K$0-$267.7K2026-10-15
Smart Wealth LLC
CLOSED01,124-1,124-100%$267.6K$0-$267.6K2026-11-04
Wellington Shields Capital Management, LLC
CLOSED01,100-1,100-100%$261.7K$0-$261.7K2026-11-03
James Investment Research, Inc.
CLOSED0990-990-100%$235.6K$0-$235.6K2026-10-22
Blodgett Wealth Advisors, LLC
CLOSED0950-950-100%$226.0K$0-$226.0K2026-10-23
Measured Risk Portfolios, Inc.
CLOSED0945-945-100%$224.9K$0-$224.9K2026-10-21
Clear Creek Financial Management, LLC
CLOSED0922-922-100%$219.4K$0-$219.4K2026-10-28
Canopy Partners, LLC
CLOSED0913-913-100%$217.2K$0-$217.2K2026-10-28
Saxon Interests, Inc.
CLOSED0904-904-100%$215.1K$0-$215.1K2026-10-26
Allen Wealth Management, LLC
CLOSED0904-904-100%$215.1K$0-$215.1K2026-10-29
Meadowbrook Wealth Management, LLC
CLOSED0900-900-100%$218.8K$0-$218.8K2026-10-08
Raab & Moskowitz Asset Management LLC
CLOSED0900-900-100%$214.1K$0-$214.1K2026-11-02
Camden National Bank
CLOSED0895-895-100%$213.0K$0-$213.0K2026-11-02
Radnor Capital Management, LLC
CLOSED0890-890-100%$211.8K$0-$211.8K2026-10-23
Lineweaver Wealth Advisors, LLC
CLOSED0881-881-100%$209.5K$0-$209.5K2026-10-13
Avity Investment Management Inc.
CLOSED0879-879-100%$209.1K$0-$209.1K2026-10-09
EnRich Financial Partners LLC
CLOSED0856-856-100%$203.7K$0-$203.7K2026-10-21
United Bank
CLOSED0847-847-100%$201.5K$0-$201.5K2026-11-06
Davidson Trust Co
CLOSED0843-843-100%$200.6K$0-$200.6K2026-10-09
Newton One Investments LLC
CLOSED0323-323-100%$76.9K$0-$76.9K2026-10-14
Solstein Capital, LLC
CLOSED0306-306-100%$72.8K$0-$72.8K2026-11-02
Gill Capital Partners, LLC
CLOSED0268-268-100%$63.8K$0-$63.8K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0265-265-100%$63.1K$0-$63.1K2026-10-14
New England Capital Financial Advisors LLC
CLOSED0264-264-100%$62.8K$0-$62.8K2026-11-03
Atlatl Advisers LLC
CLOSED0261-261-100%$62.1K$0-$62.1K2026-10-22
Kelleher Financial Advisors
CLOSED0119-119-100%$28.3K$0-$28.3K2026-10-30
LifeSteps Financial, Inc.
CLOSED0100-100-100%$23.8K$0-$23.8K2026-10-15
Cornerstone Planning Group LLC
CLOSED068-68-100%$17.2K$0-$17.2K2026-10-16
Stone House Investment Management, LLC
CLOSED017-17-100%$4.0K$0-$4.0K2026-10-23
Clean Yield Group
CLOSED013-13-100%$3.1K$0-$3.1K2026-10-28
Strengthening Families & Communities, LLC
CLOSED03-3-100%$714$0-$7142026-10-21
Trifecta Capital Advisors, LLC
CLOSED01-1-100%$238$0-$2382026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED000—$91$0-$912026-10-16
Illumine Investment Management, LLC
UNCHANGED000—$1.9M$1.8M-$142.1K2026-10-22
BlackRock, Inc.
N/A—22,860,586-22,860,586-100%$5.4B———
Vanguard Capital Management LLC
N/A—16,810,820-16,810,820-100%$4.0B———
Vanguard Portfolio Management LLC
N/A—13,614,924-13,614,924-100%$3.2B———
State Street Corp
N/A—12,510,392-12,510,392-100%$3.0B———
Franklin Resources Inc
N/A—8,696,007-8,696,007-100%$2.1B———
Price T Rowe Associates Inc
N/A—7,929,054-7,929,054-100%$1.9B———
Bank of America Corp
N/A—5,927,387-5,927,387-100%$1.4B———
GQG Partners LLC
N/A—5,235,375-5,235,375-100%$1.2B———
Morgan Stanley
N/A—3,666,312-3,666,312-100%$872.4M———
Invesco Ltd.
N/A—3,598,458-3,598,458-100%$856.2M———
Northern Trust Corp
N/A—3,078,480-3,078,480-100%$732.5M———
Raymond James Financial Inc
N/A—2,912,259-2,912,259-100%$692.9M———
Goldman Sachs Group Inc
N/A—2,622,964-2,622,964-100%$624.1M———
Boston Partners
N/A—2,565,357-2,565,357-100%$611.8M———
First Trust Advisors LP
N/A—2,438,113-2,438,113-100%$580.1M———
UBS Asset Management Americas LLC
N/A—2,167,998-2,167,998-100%$515.9M———
Ameriprise Financial Inc
N/A—2,029,241-2,029,241-100%$483.0M———
Legal & General Group Plc
N/A—1,913,516-1,913,516-100%$455.3M———
Charles Schwab Investment Management Inc
N/A—1,856,753-1,856,753-100%$441.8M———
Arrowstreet Capital, Limited Partnership
N/A—1,831,091-1,831,091-100%$435.7M———
American Century Companies Inc
N/A—1,803,390-1,803,390-100%$429.1M———
Allianz Asset Management GmbH
N/A—1,682,730-1,682,730-100%$400.4M———
Norges Bank
N/A—1,651,513-1,651,513-100%$393.0M———
FMR LLC
N/A—1,596,620-1,596,620-100%$379.9M———
UBS Group AG
N/A—1,538,436-1,538,436-100%$366.1M———
Vanguard Fiduciary Trust Co
N/A—1,445,050-1,445,050-100%$343.8M———
AustralianSuper Pty Ltd
N/A—1,340,093-1,340,093-100%$318.9M———
Nuveen, LLC
N/A—1,284,462-1,284,462-100%$305.6M———
AQR Capital Management LLC
N/A—1,117,811-1,117,811-100%$266.0M———
JPMorgan Chase & Co
N/A—1,085,549-1,085,549-100%$262.0M———
HSBC Holdings PLC
N/A—905,537-905,537-100%$216.4M———
Canada Pension Plan Investment Board
N/A—790,255-790,255-100%$188.0M———
Swiss National Bank
N/A—728,200-728,200-100%$173.3M———
Caisse de Depot ET Placement DU Quebec
N/A—701,298-701,298-100%$166.9M———
Panagora Asset Management Inc
N/A—687,977-687,977-100%$163.7M———
Nordea Investment Management AB
N/A—662,030-662,030-100%$159.9M———
BNP Paribas Asset Management Holding S.A.
N/A—655,878-655,878-100%$156.1M———
Royal Bank of Canada
N/A—638,299-638,299-100%$151.9M———
Lazard Asset Management LLC
N/A—597,802-597,802-100%$142.2M———
BNP Paribas Financial Markets
N/A—588,581-588,581-100%$140.0M———
Vanguard Asset Management, Ltd
N/A—579,203-579,203-100%$137.8M———
Vanguard Global Advisers, LLC
N/A—567,868-567,868-100%$135.1M———
Bank of Montreal
N/A—562,142-562,142-100%$133.8M———
National Pension Service
N/A—544,451-544,451-100%$129.5M———
California Public Employees Retirement System
N/A—526,012-526,012-100%$125.2M———
Victory Capital Management Inc
N/A—518,826-518,826-100%$123.4M———
Prudential Financial Inc
N/A—503,170-503,170-100%$119.7M———
Rhumbline Advisers
N/A—481,162-481,162-100%$114.5M———
Danske Bank A/S
N/A—442,190-442,190-100%$105.2M———
Verition Fund Management LLC
N/A—440,923-440,923-100%$104.9M———
Wells Fargo & Company
N/A—434,349-434,349-100%$103.3M———
Mitsubishi UFJ Trust & Banking Corp
N/A—422,369-422,369-100%$100.5M———
California State Teachers Retirement System
N/A—407,900-407,900-100%$97.1M———
Quantinno Capital Management LP
N/A—367,669-367,669-100%$87.5M———
Alliancebernstein L.P.
N/A—358,248-358,248-100%$74.3M———
Walleye Capital LLC
N/A—339,616-339,616-100%$80.8M———
Federated Hermes, Inc.
N/A—337,403-337,403-100%$80.3M———
Envestnet Asset Management Inc
N/A—323,880-323,880-100%$77.1M———
Jones Financial Companies Lllp
N/A—307,379-307,379-100%$73.5M———
Worldquant Millennium Advisors LLC
N/A—300,604-300,604-100%$71.5M———
Natixis Advisors, LLC
N/A—294,826-294,826-100%$70.2M———
Storebrand Asset Management AS
N/A—269,154-269,154-100%$64.0M———
Homestead Advisers Corp
N/A—264,330-264,330-100%$62.9M———
Canada Life Assurance Co
N/A—251,114-251,114-100%$59.7M———
NFJ Investment Group, LLC
N/A—241,483-241,483-100%$57.5M———
Blair William & Co
N/A—241,165-241,165-100%$57.4M———
Rockefeller Capital Management L.P.
N/A—231,771-231,771-100%$55.3M———
Aviva PLC
N/A—230,814-230,814-100%$54.9M———
TD Asset Management Inc
N/A—223,225-223,225-100%$53.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—214,358-214,358-100%$51.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—200,694-200,694-100%$47.6M———
State Board of Administration of Florida Retirement System
N/A—196,269-196,269-100%$46.7M———
EP Wealth Advisors, LLC
N/A—195,664-195,664-100%$46.6M———
New York State Common Retirement Fund
N/A—189,275-189,275-100%$45.0M———
Adage Capital Partners GP, L.L.C.
N/A—187,419-187,419-100%$44.6M———
Stifel Financial Corp
N/A—187,346-187,346-100%$44.6M———
Teacher Retirement System of Texas
N/A—187,137-187,137-100%$44.5M———
SEI Investments Co
N/A—183,928-183,928-100%$43.8M———
APG Asset Management N.V.
N/A—183,280-183,280-100%$38.1M———
Becker Capital Management Inc
N/A—182,214-182,214-100%$43.6M———
Manufacturers Life Insurance Company, the
N/A—178,755-178,755-100%$42.4M———
Credit Agricole S A
N/A—164,990-164,990-100%$39.3M———
Mercer Global Advisors Inc
N/A—164,893-164,893-100%$39.2M———
SG Americas Securities, LLC
N/A—163,865-163,865-100%$39.0M———
Cetera Investment Advisers
N/A—155,948-155,948-100%$37.1M———
Public Employees Retirement System of Ohio
N/A—149,114-149,114-100%$35.5M———
HRT Financial LP
N/A—144,205-144,205-100%$34.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—143,377-143,377-100%$34.1M———
Steward Partners Investment Advisory, LLC
N/A—138,442-138,442-100%$32.9M———
Hancock Whitney Corp
N/A—137,841-137,841-100%$32.8M———
State of Wisconsin Investment Board
N/A—137,559-137,559-100%$32.7M———
Neuberger Berman Group LLC
N/A—134,652-134,652-100%$32.0M———
Vanguard Investments Australia, Ltd.
N/A—132,095-132,095-100%$31.4M———
O'shaughnessy Asset Management, LLC
N/A—130,439-130,439-100%$31.0M———
D. E. Shaw & Co., Inc.
N/A—129,497-129,497-100%$30.8M———
Captrust Financial Advisors
N/A—127,397-127,397-100%$30.3M———
Systematic Alpha Investments, LLC
N/A—126,941-126,941-100%$30.2M———
Chevy Chase Trust Holdings, LLC
N/A—125,296-125,296-100%$29.8M———
Tocqueville Asset Management L.P.
N/A—123,570-123,570-100%$29.4M———
Bruce & Co., Inc.
N/A—122,500-122,500-100%$29.1M———
Osaic Holdings, Inc.
N/A—121,915-121,915-100%$29.0M———
Glenmede Trust Co NA
N/A—121,189-121,189-100%$28.8M———
Martingale Asset Management L P
N/A—120,099-120,099-100%$28.6M———
Intech Investment Management LLC
N/A—117,651-117,651-100%$28.0M———
KLP Kapitalforvaltning AS
N/A—117,168-117,168-100%$28.0M———
Tredje Ap-fonden
N/A—116,214-116,214-100%$27.7M———
NorthCoast Asset Management LLC
N/A—113,995-113,995-100%$27.1M———
Royal London Asset Management LTD
N/A—111,815-111,815-100%$26.6M———
Citadel Advisors LLC
N/A—111,023-111,023-100%$26.4M———
Point72 Asset Management, L.P.
N/A—110,078-110,078-100%$26.2M———
Treasurer of the State of North Carolina
N/A—109,265-109,265-100%$26.0M———
Janney Montgomery Scott LLC
N/A—107,701-107,701-100%$25.6M———
Voya Investment Management LLC
N/A—105,288-105,288-100%$25.1M———
Schroder Investment Management Group
N/A—104,929-104,929-100%$25.0M———
Ensign Peak Advisors, Inc
N/A—104,430-104,430-100%$24.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—101,880-101,880-100%$24.2M———
Pinebridge Investments LLC
N/A—100,909-100,909-100%$24.0M———
Interval Partners, LP
N/A—98,934-98,934-100%$23.5M———
State of Tennessee, Department of Treasury
N/A—98,145-98,145-100%$23.4M———
Nomura Asset Management Co LTD
N/A—94,779-94,779-100%$22.6M———
Capitolis Liquid Global Markets LLC
N/A—94,000-94,000-100%$22.4M———
National Bank of Canada
N/A—92,814-92,814-100%$22.1M———
QRG Capital Management, Inc.
N/A—91,875-91,875-100%$21.9M———
Korea Investment Corp
N/A—91,375-91,375-100%$21.7M———
Bank of Nova Scotia
N/A—90,608-90,608-100%$21.6M———
Hudson Bay Capital Management LP
N/A—90,000-90,000-100%$21.4M———
HighTower Advisors, LLC
N/A—88,976-88,976-100%$21.2M———
Toronto Dominion Bank
N/A—87,168-87,168-100%$20.7M———
Two Sigma Investments, LP
N/A—83,957-83,957-100%$20.0M———
Vestcor Inc
N/A—83,509-83,509-100%$19.9M———
Resona Asset Management Co.,Ltd.
N/A—83,380-83,380-100%$19.9M———
Millennium Management LLC
N/A—80,861-80,861-100%$19.2M———
Federation des caisses Desjardins du Quebec
N/A—78,360-78,360-100%$18.6M———
Meeder Asset Management Inc
N/A—77,548-77,548-100%$18.5M———
Nomura Asset Management International Inc.
N/A—77,102-77,102-100%$18.3M———
Tidal Investments LLC
N/A—75,684-75,684-100%$18.0M———
Rafferty Asset Management, LLC
N/A—74,987-74,987-100%$17.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—74,729-74,729-100%$17.8M———
Public Sector Pension Investment Board
N/A—73,499-73,499-100%$17.5M———
Guggenheim Capital LLC
N/A—71,653-71,653-100%$17.0M———
Investment Management Corp of Ontario
N/A—69,272-69,272-100%$16.5M———
Benjamin Edwards Inc
N/A—64,331-64,331-100%$15.3M———
Varma Mutual Pension Insurance Co
N/A—62,000-62,000-100%$14.8M———
Cerity Partners LLC
N/A—61,746-61,746-100%$14.7M———
M&T Bank Corp
N/A—60,920-60,920-100%$14.5M———
MetLife Investment Management, LLC
N/A—58,877-58,877-100%$14.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—58,859-58,859-100%$14.0M———
Vanguard Personalized Indexing Management, LLC
N/A—58,535-58,535-100%$13.9M———
DnB Asset Management AS
N/A—58,160-58,160-100%$13.8M———
Envestnet Portfolio Solutions, Inc.
N/A—57,528-57,528-100%$13.7M———
Dakota Wealth Management
N/A—57,257-57,257-100%$13.6M———
Man Group plc
N/A—57,089-57,089-100%$13.6M———
Andra Ap-fonden
N/A—56,898-56,898-100%$13.5M———
Pathstone Holdings, LLC
N/A—56,841-56,841-100%$13.6M———
Edmond de Rothschild Holding S.A.
N/A—56,235-56,235-100%$13.4M———
Bridgewater Associates, LP
N/A—56,149-56,149-100%$13.4M———
Northwestern Mutual Wealth Management Co
N/A—54,895-54,895-100%$13.1M———
Handelsbanken Fonder AB
N/A—52,804-52,804-100%$12.6M———
Commerce Bank
N/A—51,206-51,206-100%$12.2M———
Capital Wealth Planning, LLC
N/A—50,903-50,903-100%$12.1M———
Empowered Funds, LLC
N/A—50,587-50,587-100%$12.0M———
CIBC Bancorp USA Inc.
N/A—50,027-50,027-100%$11.9M———
Huntington National Bank
N/A—49,780-49,780-100%$11.8M———
NewEdge Advisors, LLC
N/A—49,772-49,772-100%$11.8M———
Strategic Global Advisors, LLC
N/A—49,088-49,088-100%$11.7M———
Susquehanna International Group, LLP
N/A—49,018-49,018-100%$11.7M———
Wealthfront Advisers LLC
N/A—46,578-46,578-100%$11.1M———
Daiichi Life Insurance Co., Ltd.
N/A—46,183-46,183-100%$11.0M———
Erste Asset Management GmbH
N/A—45,607-45,607-100%$11.0M———
Birmingham Capital Management Co Inc
N/A—45,375-45,375-100%$10.8M———
Focus Partners Wealth
N/A—44,496-44,496-100%$10.6M———
Vinva Investment Management Ltd
N/A—43,171-43,171-100%$10.4M———
MML Investors Services, LLC
N/A—41,297-41,297-100%$9.8M———
Mediolanum International Funds Ltd
N/A—41,053-41,053-100%$9.9M———
Tudor Investment Corp ET AL
N/A—40,467-40,467-100%$9.6M———
Gamco Investors, Inc. ET AL
N/A—39,450-39,450-100%$9.4M———
LOS Angeles Capital Management LLC
N/A—39,004-39,004-100%$9.3M———
Utah Retirement Systems
N/A—38,946-38,946-100%$9.3M———
Police & Firemen's Retirement System of New Jersey
N/A—38,803-38,803-100%$9.2M———
British Columbia Investment Management Corp
N/A—38,557-38,557-100%$9.2M———
World Investment Advisors
N/A—38,167-38,167-100%$7.9M———
Baird Financial Group, Inc.
N/A—38,100-38,100-100%$9.1M———
Elo Mutual Pension Insurance Co
N/A—37,589-37,589-100%$8.9M———
Macquarie Group LTD
N/A—37,584-37,584-100%$8.9M———
Mariner, LLC
N/A—37,518-37,518-100%$8.9M———
1832 Asset Management L.P.
N/A—36,023-36,023-100%$8.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—35,997-35,997-100%$8.6M———
Horizon Investments, LLC
N/A—34,887-34,887-100%$8.3M———
Nissay Asset Management Corp N
N/A—34,584-34,584-100%$8.2M———
Zacks Investment Management
N/A—34,358-34,358-100%$8.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—33,834-33,834-100%$8.1M———
Brown Advisory Inc
N/A—33,623-33,623-100%$8.0M———
Berger Financial Group, Inc
N/A—32,192-32,192-100%$7.7M———
Public Employees Retirement Association of Colorado
N/A—31,225-31,225-100%$7.4M———
Donaldson Capital Management, LLC
N/A—30,832-30,832-100%$7.3M———
Jupiter Topco LLC
N/A—30,689-30,689-100%$7.3M———
1ST Source Bank
N/A—30,553-30,553-100%$7.3M———
Manning & Napier Advisors LLC
N/A—30,470-30,470-100%$7.4M———
Summit Trail Advisors, LLC
N/A—30,260-30,260-100%$7.2M———
Wellington Management Group LLP
N/A—29,874-29,874-100%$7.1M———
BTC Capital Management, Inc.
N/A—29,809-29,809-100%$7.1M———
Railway Pension Investments Ltd
N/A—29,800-29,800-100%$7.1M———
Peapack Gladstone Financial Corp
N/A—29,274-29,274-100%$7.0M———
Omers Administration Corp
N/A—28,835-28,835-100%$6.9M———
Vident Advisory, LLC
N/A—28,721-28,721-100%$6.8M———
Sequoia Financial Advisors, LLC
N/A—27,857-27,857-100%$6.6M———
Crawford Investment Counsel Inc
N/A—26,487-26,487-100%$6.3M———
AE Wealth Management LLC
N/A—26,054-26,054-100%$6.2M———
Meridian Wealth Advisors, LLC
N/A—25,996-25,996-100%$6.2M———
Farmers National Bank
N/A—25,919-25,919-100%$6.2M———
USS Investment Management Ltd
N/A—25,689-25,689-100%$6.1M———
Northwest Bancshares, Inc.
N/A—25,404-25,404-100%$6.0M———
Rothschild Investment LLC
N/A—24,636-24,636-100%$5.9M———
Caprock Group, LLC
N/A—23,818-23,818-100%$5.7M———
CIBC World Market Inc.
N/A—23,815-23,815-100%$5.7M———
1248 Management, LLC
N/A—23,089-23,089-100%$5.5M———
Fort Sheridan Advisors LLC
N/A—22,893-22,893-100%$5.4M———
Morton Community Bank
N/A—22,663-22,663-100%$5.4M———
Pacer Advisors, Inc.
N/A—22,236-22,236-100%$5.3M———
Pinnacle Financial Partners, Inc.
N/A—21,155-21,155-100%$5.0M———
Johnson Financial Group, Inc.
N/A—20,915-20,915-100%$5.0M———
Teachers Retirement System of the State of Kentucky
N/A—20,771-20,771-100%$4.9M———
Nomura Holdings Inc
N/A—20,625-20,625-100%$4.9M———
Freestone Capital Holdings, LLC
N/A—20,580-20,580-100%$4.9M———
Bollard Group LLC
N/A—20,391-20,391-100%$4.9M———
Brevan Howard Capital Management LP
N/A—20,366-20,366-100%$4.8M———
Mizuho Securities USA LLC
N/A—20,153-20,153-100%$4.8M———
Advisors Asset Management, Inc.
N/A—20,150-20,150-100%$4.8M———
FCA Corp
N/A—20,086-20,086-100%$4.8M———
Atlas Legacy Advisors, LLC
N/A—20,050-20,050-100%$4.6M———
Silvercrest Asset Management Group LLC
N/A—19,553-19,553-100%$4.7M———
&partners
N/A—19,528-19,528-100%$4.6M———
ABN Amro Bank N.V.
N/A—19,510-19,510-100%$4.7M———
PYA Waltman Capital, LLC
N/A—19,318-19,318-100%$4.6M———
Waverly Advisors, LLC
N/A—18,443-18,443-100%$4.4M———
Foundations Investment Advisors, LLC
N/A—18,419-18,419-100%$4.4M———
Saudi Central Bank
N/A—18,076-18,076-100%$4.3M———
Coastal Bridge Advisors, LLC
N/A—17,851-17,851-100%$4.2M———
Gotham Asset Management, LLC
N/A—17,584-17,584-100%$4.2M———
Private Advisor Group, LLC
N/A—17,565-17,565-100%$4.2M———
Johnson Investment Counsel Inc
N/A—17,252-17,252-100%$4.1M———
Loomis Sayles & Co L P
N/A—17,093-17,093-100%$4.1M———
Cullen Capital Management, LLC
N/A—16,951-16,951-100%$4.0M———
Vestmark Advisory Solutions, Inc.
N/A—16,856-16,856-100%$4.0M———
Kentucky Retirement Systems
N/A—16,462-16,462-100%$3.9M———
Norinchukin Bank, The
N/A—16,259-16,259-100%$3.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—16,094-16,094-100%$3.8M———
ExodusPoint Capital Management, LP
N/A—15,943-15,943-100%$3.8M———
Weiss Asset Management LP
N/A—15,539-15,539-100%$3.7M———
Jane Street Group, LLC
N/A—15,465-15,465-100%$3.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—15,464-15,464-100%$3.7M———
Beacon Pointe Advisors, LLC
N/A—15,461-15,461-100%$3.7M———
Bessemer Group Inc
N/A—15,194-15,194-100%$3.6M———
Fiduciary Trust Co
N/A—15,110-15,110-100%$3.6M———
Tudor Financial Inc.
N/A—15,101-15,101-100%$3.6M———
Voleon Capital Management LP
N/A—14,894-14,894-100%$3.5M———
Ballentine Partners, LLC
N/A—14,861-14,861-100%$3.5M———
Calydon Capital
N/A—14,520-14,520-100%$551.4K———
New Age Alpha Advisors, LLC
N/A—14,351-14,351-100%$3.4M———
First Manhattan Co. Llc.
N/A—14,124-14,124-100%$3.4M———
Independent Advisor Alliance
N/A—13,499-13,499-100%$3.2M———
Klingenstein Fields & Co LP
N/A—13,331-13,331-100%$3.2M———
Stephens Inc
N/A—13,295-13,295-100%$3.2M———
LRI Investments, LLC
N/A—13,277-13,277-100%$77.7K———
Arax Advisory Partners
N/A—13,102-13,102-100%$3.1M———
Employees Retirement System of Texas
N/A—13,023-13,023-100%$3.1M———
Intrust Bank NA
N/A—12,777-12,777-100%$3.0M———
Advisory Services Network, LLC
N/A—12,722-12,722-100%$3.0M———
Hudson Portfolio Management LLC
N/A—12,642-12,642-100%$3.0M———
Argent Trust Co
N/A—12,532-12,532-100%$3.0M———
Nicolet Bankshares Inc
N/A—12,323-12,323-100%$2.9M———
MAI Capital Management
N/A—12,313-12,313-100%$2.9M———
Squarepoint Ops LLC
N/A—12,198-12,198-100%$2.9M———
Stonebridge Financial Group, LLC
N/A—11,940-11,940-100%$2.8M———
Orion Porfolio Solutions, LLC
N/A—11,753-11,753-100%$2.8M———
GSA Capital Partners LLP
N/A—11,694-11,694-100%$2.8M———
Brown Brothers Harriman & Co
N/A—11,533-11,533-100%$2.7M———
Prudential PLC
N/A—11,526-11,526-100%$2.7M———
EFG International AG
N/A—11,321-11,321-100%$2.7M———
Allred Capital Management, LLC
N/A—11,143-11,143-100%$2.7M———
Coldstream Capital Management Inc
N/A—10,933-10,933-100%$2.6M———
Impax Asset Management Group plc
N/A—10,879-10,879-100%$2.6M———
United Capital Financial Advisors, LLC
N/A—10,833-10,833-100%$2.6M———
MidFirst Bank
N/A—10,633-10,633-100%$2.5M———
denkapparat Operations GmbH
N/A—10,556-10,556-100%$2.5M———
Curi Capital, LLC
N/A—10,532-10,532-100%$2.5M———
Harvest Investment Advisors, LLC
N/A—10,447-10,447-100%$2.5M———
Global Retirement Partners, LLC
N/A—10,273-10,273-100%$2.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—10,205-10,205-100%$2.4M———
Arkadios Wealth Advisors
N/A—10,168-10,168-100%$2.4M———
Mufg Securities Emea plc
N/A—10,076-10,076-100%$2.4M———
Harbour Investments, Inc.
N/A—9,861-9,861-100%$2.3M———
Bartlett & Co. Wealth Management LLC
N/A—9,636-9,636-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—9,612-9,612-100%$2.3M———
Essex Financial Services, Inc.
N/A—9,445-9,445-100%$2.2M———
Empirical Finance, LLC
N/A—9,413-9,413-100%$2.2M———
Sompo Asset Management Co., Ltd.
N/A—9,400-9,400-100%$2.2M———
Osmosis Investment Management UK Ltd
N/A—9,377-9,377-100%$2.2M———
Equitable Holdings, Inc.
N/A—9,191-9,191-100%$2.2M———
White Pine Capital LLC
N/A—8,767-8,767-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—8,651-8,651-100%$2.1M———
Henson-Edgewater Management, LLC
N/A—8,650-8,650-100%$2.2M———
Impact Partnership Wealth, LLC
N/A—8,607-8,607-100%$2.0M———
Bayview Asset Management, LLC
N/A—8,500-8,500-100%$2.0M———
Metis Global Partners, LLC
N/A—8,450-8,450-100%$2.0M———
Balyasny Asset Management L.P.
N/A—8,431-8,431-100%$2.0M———
Virtus Investment Advisers, LLC
N/A—8,416-8,416-100%$2.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—8,254-8,254-100%$2.0M———
Chicago Wealth Management, Inc.
N/A—8,227-8,227-100%$2.0M———
HM Payson & Co
N/A—8,221-8,221-100%$2.0M———
Estate Counselors, LLC
N/A—8,154-8,154-100%$1.9M———
Entropy Technologies, LP
N/A—8,060-8,060-100%$1.9M———
Choate Investment Advisors
N/A—7,972-7,972-100%$1.9M———
Neo Ivy Capital Management
N/A—7,969-7,969-100%$1.9M———
Banco Santander, S.A.
N/A—7,934-7,934-100%$1.9M———
Brave Asset Management Inc
N/A—7,865-7,865-100%$1.9M———
Legacy Capital Group California, Inc.
N/A—7,851-7,851-100%$1.9M———
Ancora Advisors LLCA
N/A—7,831-7,831-100%$1.9M———
Estabrook Capital Management
N/A—7,814-7,814-100%$1.9M———
RWA Wealth Partners, LLC
N/A—7,769-7,769-100%$1.8M———
Mufg Securities Americas Inc.
N/A—7,754-7,754-100%$1.8M———
Polianta Ltd
N/A—7,700-7,700-100%$1.8M———
Callan Family Office, LLC
N/A—7,669-7,669-100%$1.8M———
Bank of Hawaii
N/A—7,661-7,661-100%$1.8M———
Dynasty Wealth Management, LLC
N/A—7,629-7,629-100%$1.8M———
Quadrature Capital Ltd
N/A—7,601-7,601-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—7,598-7,598-100%$1.8M———
Simmons Bank
N/A—7,457-7,457-100%$1.8M———
Lowe Brockenbrough & Co Inc
N/A—7,452-7,452-100%$1.8M———
CI Investments Inc.
N/A—7,330-7,330-100%$1.7M———
Tiemann Investment Advisors, LLC
N/A—7,270-7,270-100%$1.7M———
Bridgeway Capital Management, LLC
N/A—7,250-7,250-100%$1.7M———
Cresset Asset Management, LLC
N/A—7,217-7,217-100%$1.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,166-7,166-100%$1.7M———
S Harris Financial Group, LLC
N/A—7,161-7,161-100%$1.7M———
South Dakota Investment Council
N/A—7,117-7,117-100%$1.7M———
Belpointe Asset Management LLC
N/A—7,076-7,076-100%$1.7M———
Stratos Wealth Partners, Ltd.
N/A—7,045-7,045-100%$1.7M———
Meeder Advisory Services, Inc.
N/A—7,020-7,020-100%$1.7M———
Whittier Trust Co of Nevada Inc
N/A—6,946-6,946-100%$1.7M———
Ossiam
N/A—6,864-6,864-100%$1.6M———
Parallax Volatility Advisers, L.P.
N/A—6,844-6,844-100%$1.6M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—6,831-6,831-100%$1.6M———
XTX Topco Ltd
N/A—6,829-6,829-100%$1.6M———
Groupama Asset Managment
N/A—6,798-6,798-100%$1.6M———
Stock Yards Bank & Trust Co
N/A—6,584-6,584-100%$1.6M———
Principal Securities, Inc.
N/A—6,571-6,571-100%$1.6M———
FIL Ltd
N/A—6,449-6,449-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—6,408-6,408-100%$1.5M———
Caxton Associates LLP
N/A—6,401-6,401-100%$1.5M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—6,303-6,303-100%$1.5M———
JT Stratford LLC
N/A—6,292-6,292-100%$1.5M———
Polymer Capital Management (US) LLC
N/A—6,241-6,241-100%$1.5M———
Canada Post Corp Registered Pension Plan
N/A—6,228-6,228-100%$1.5M———
Wealthspire Advisors, LLC
N/A—6,209-6,209-100%$1.5M———
Stratos Investment Management, LLC
N/A—6,209-6,209-100%$1.5M———
Concentric Capital Strategies, LP
N/A—6,186-6,186-100%$1.5M———
Syon Capital LLC
N/A—6,138-6,138-100%$1.5M———
Bank OZK
N/A—6,114-6,114-100%$1.5M———
NorthRock Partners, LLC
N/A—6,096-6,096-100%$1.5M———
Invst, LLC
N/A—6,070-6,070-100%$1.4M———
CreativeOne Wealth, LLC
N/A—6,062-6,062-100%$1.4M———
Ostrum Asset Management
N/A—6,027-6,027-100%$1.4M———
Hillsdale Investment Management Inc.
N/A—6,005-6,005-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—5,922-5,922-100%$1.4M———
Hills Bank & Trust Co
N/A—5,890-5,890-100%$1.4M———
Tulsa Wealth Advisors, Inc
N/A—5,869-5,869-100%$1.4M———
Siemens Fonds Invest GmbH
N/A—5,784-5,784-100%$1.4M———
Frec Markets, Inc.
N/A—5,777-5,777-100%$1.4M———
PFG Investments, LLC
N/A—5,678-5,678-100%$1.4M———
Magnolia Capital Advisors LLC
N/A—5,629-5,629-100%$1.3M———
Sumitomo Life Insurance Co
N/A—5,627-5,627-100%$1.3M———
Summit Financial, LLC
N/A—5,627-5,627-100%$1.3M———
Denali Advisors LLC
N/A—5,411-5,411-100%$1.3M———
Quantbot Technologies LP
N/A—5,394-5,394-100%$1.3M———
Qtron Investments LLC
N/A—5,373-5,373-100%$1.3M———
Tower Bridge Advisors
N/A—5,362-5,362-100%$1.3M———
Mattson Financial Services, LLC
N/A—5,336-5,336-100%$1.3M———
Fortis Capital Advisors, LLC
N/A—5,199-5,199-100%$1.2M———
Sovereign Financial Group, Inc.
N/A—5,182-5,182-100%$1.2M———
Picton Mahoney Asset Management
N/A—5,164-5,164-100%$1.2M———
Composition Wealth, LLC
N/A—5,128-5,128-100%$1.2M———
Strategic Investment Advisors / MI
N/A—5,088-5,088-100%$1.2M———
Heritage Trust Co
N/A—5,084-5,084-100%$1.2M———
Cornerstone Select Advisors, LLC
N/A—4,992-4,992-100%$1.2M———
Matters Capital LLC
N/A—4,854-4,854-100%$1.2M———
Barnes Pettey Financial Advisors, LLC
N/A—4,839-4,839-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—4,829-4,829-100%$1.1M———
IHT Wealth Management, LLC
N/A—4,786-4,786-100%$1.1M———
Snowden Capital Advisors LLC
N/A—4,721-4,721-100%$1.1M———
Waterloo Capital, L.P.
N/A—4,697-4,697-100%$1.1M———
Atom Investors LP
N/A—4,691-4,691-100%$1.1M———
Waddell & Associates, LLC
N/A—4,660-4,660-100%$1.1M———
Scotia Capital Inc.
N/A—4,658-4,658-100%$1.1M———
Two Sigma Securities, LLC
N/A—4,632-4,632-100%$1.1M———
Atlantic Union Bankshares Corp
N/A—4,592-4,592-100%$1.1M———
CacheTech Inc.
N/A—4,563-4,563-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—4,482-4,482-100%$1.1M———
Flputnam Investment Management Co
N/A—4,447-4,447-100%$1.1M———
TCW Group Inc
N/A—4,364-4,364-100%$1.0M———
Legacy Financial Advisors, Inc.
N/A—4,315-4,315-100%$1.0M———
Aptus Capital Advisors, LLC
N/A—4,312-4,312-100%$1.0M———
SouthState Bank Corp
N/A—4,302-4,302-100%$1.0M———
Mount Lucas Management LP
N/A—4,283-4,283-100%$1.0M———
McMillan Office, Inc.
N/A—4,260-4,260-100%$1.0M———
Northwest & Ethical Investments L.P.
N/A—4,209-4,209-100%$1.0M———
Azimuth Capital Investment Management LLC
N/A—4,100-4,100-100%$975.6K———
Private Wealth Asset Management, LLC
N/A—4,064-4,064-100%$967.0K———
Atlas Capital Advisors Inc.
N/A—4,058-4,058-100%$965.6K———
Alan B Lancz & Associates, Inc.
N/A—4,000-4,000-100%$951.8K———
Smartleaf Asset Management LLC
N/A—3,998-3,998-100%$965.2K———
Fort Point Capital Partners LLC
N/A—3,994-3,994-100%$954.6K———
Great Valley Advisor Group, Inc.
N/A—3,977-3,977-100%$946.6K———
Pitcairn Wealth Advisors LLC
N/A—3,911-3,911-100%$930.6K———
Board of the Pension Protection Fund
N/A—3,900-3,900-100%$928.0K———
Rathbones Group PLC
N/A—3,884-3,884-100%$924.2K———
IMA Advisory Services, Inc.
N/A—3,843-3,843-100%$918.5K———
LaSalle St. Investment Advisors, LLC
N/A—3,826-3,826-100%$910.3K———
HighPoint Advisor Group LLC
N/A—3,697-3,697-100%$879.6K———
Acadian Asset Management LLC
N/A—3,682-3,682-100%$875.0K———
IFG Advisory, LLC
N/A—3,657-3,657-100%$870.1K———
Atlanta Consulting Group Advisors, LLC
N/A—3,571-3,571-100%$853.5K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,565-3,565-100%$848.3K———
Precision Wealth Strategies, LLC
N/A—3,520-3,520-100%$837.6K———
Cambria Investment Management, L.P.
N/A—3,500-3,500-100%$832.8K———
Peak6 LLC
N/A—3,444-3,444-100%$819.5K———
Everpar Advisors LLC
N/A—3,438-3,438-100%$818.0K———
Heartland Bank & Trust Co
N/A—3,333-3,333-100%$793.1K———
AssuredPartners Investment Advisors, LLC
N/A—3,309-3,309-100%$787.3K———
Anchor Investment Management, LLC
N/A—3,300-3,300-100%$785.3K———
Verdad Advisers, LP
N/A—3,279-3,279-100%$780.2K———
Checchi Capital Advisers, LLC
N/A—3,277-3,277-100%$779.8K———
Cary Street Partners Financial LLC
N/A—3,260-3,260-100%$775.6K———
Baader Bank Aktiengesellschaft
N/A—3,250-3,250-100%$773.3K———
NewEdge Wealth, LLC
N/A—3,235-3,235-100%$769.7K———
Affinity Investment Advisors, LLC
N/A—3,233-3,233-100%$769.3K———
Tower Research Capital LLC (TRC)
N/A—3,220-3,220-100%$766.2K———
Continuum Advisory, LLC
N/A—3,202-3,202-100%$761.9K———
Beaton Management Co. Inc.
N/A—3,150-3,150-100%$750.0K———
Tiaa Wealth Investment Management LLC
N/A—3,108-3,108-100%$739.6K———
Empirical Asset Management, LLC
N/A—3,099-3,099-100%$737.3K———
BSW Wealth Partners
N/A—3,062-3,062-100%$728.5K———
Van Hulzen Asset Management, LLC
N/A—3,060-3,060-100%$728.1K———
Transcend Capital Advisors, LLC
N/A—3,042-3,042-100%$723.8K———
Savvy Advisors, Inc.
N/A—3,034-3,034-100%$721.8K———
Ausdal Financial Partners, Inc.
N/A—3,031-3,031-100%$721.3K———
HHM Wealth Advisors, LLC
N/A—3,006-3,006-100%$715.2K———
United Bank
N/A—3,000-3,000-100%$713.8K———
Silver Coast Investments LLC
N/A—2,972-2,972-100%$707.2K———
Rothschild Wealth LLC
N/A—2,959-2,959-100%$704.0K———
Pure Financial Advisors, LLC
N/A—2,936-2,936-100%$698.7K———
Davis R M Inc
N/A—2,932-2,932-100%$700.6K———
Geneos Wealth Management Inc.
N/A—2,912-2,912-100%$693.0K———
Rexford Capital Inc
N/A—2,908-2,908-100%$691.9K———
Globeflex Capital L P
N/A—2,877-2,877-100%$684.6K———
Prepared Retirement Institute LLC
N/A—2,847-2,847-100%$677.4K———
Spirepoint Private Client, LLC
N/A—2,819-2,819-100%$670.7K———
Prostatis Group LLC
N/A—2,739-2,739-100%$651.7K———
Astoria Portfolio Advisors Llc.
N/A—2,717-2,717-100%$646.4K———
Smithfield Trust Co
N/A—2,650-2,650-100%$631.0K———
Modern Wealth Management, LLC
N/A—2,644-2,644-100%$629.2K———
Cape COD Five Cents Savings Bank
N/A—2,609-2,609-100%$620.8K———
Dodge & COX
N/A—2,595-2,595-100%$617.5K———
Rehmann Capital Advisory Group
N/A—2,591-2,591-100%$616.3K———
Keel Point, LLC
N/A—2,589-2,589-100%$616.1K———
RB Capital Management, LLC
N/A—2,581-2,581-100%$614.2K———
Penserra Capital Management LLC
N/A—2,551-2,551-100%$601.0K———
Dorsey & Whitney Trust Co LLC
N/A—2,543-2,543-100%$605.1K———
Keebeck Wealth Management
N/A—2,504-2,504-100%$597.9K———
Strategic Financial Concepts, LLC
N/A—2,489-2,489-100%$592.2K———
Zhang Financial LLC
N/A—2,487-2,487-100%$591.8K———
Westwood Holdings Group Inc
N/A—2,483-2,483-100%$590.8K———
Basecamp Wealth Advisors LLC
N/A—2,479-2,479-100%$589.9K———
Shufro Rose & Co LLC
N/A—2,470-2,470-100%$587.7K———
Mutual Advisors, LLC
N/A—2,467-2,467-100%$587.1K———
Matrix Private Capital Group LLC
N/A—2,461-2,461-100%$588.2K———
Fairfield, Bush & Co.
N/A—2,444-2,444-100%$581.5K———
Trustmark Bank Trust Department
N/A—2,429-2,429-100%$578.0K———
Adams Wealth Management
N/A—2,401-2,401-100%$571.3K———
Kintra Wealth, LLC
N/A—2,399-2,399-100%$625.0K———
Interactive Financial Advisors, Inc.
N/A—2,376-2,376-100%$565.3K———
Bradley Foster & Sargent Inc
N/A—2,369-2,369-100%$563.7K———
JMN Financial LLC
N/A—2,368-2,368-100%$566.0K———
Greenwich Wealth Management LLC
N/A—2,357-2,357-100%$561.0K———
Empower Advisory Group, LLC
N/A—2,343-2,343-100%$557.4K———
Campion Asset Management
N/A—2,328-2,328-100%$553.9K———
Crewe Advisors LLC
N/A—2,318-2,318-100%$551.6K———
Madison Asset Management, LLC
N/A—2,285-2,285-100%$543.7K———
Aspire Growth Partners LLC
N/A—2,250-2,250-100%$535.3K———
Brown Financial Advisors
N/A—2,243-2,243-100%$533.7K———
Optimize Financial Inc.
N/A—2,236-2,236-100%$532.0K———
Sound Capital Solutions LLC
N/A—2,236-2,236-100%$532.0K———
Kiley Juergens Wealth Management, LLC
N/A—2,216-2,216-100%$527.3K———
Ameritas Investment Partners, Inc.
N/A—2,208-2,208-100%$525.4K———
Alesco Advisors, LLC, An ESL Co
N/A—2,206-2,206-100%$524.9K———
Iron Gate Global Advisors LLC
N/A—2,180-2,180-100%$518.7K———
FSA Advisors, Inc.
N/A—2,147-2,147-100%$510.9K———
Truvestments Capital LLC
N/A—2,141-2,141-100%$509.5K———
Beck Mack & Oliver LLC
N/A—2,110-2,110-100%$502.1K———
Fidelis Capital Partners, LLC
N/A—2,101-2,101-100%$499.9K———
Prosperity Consulting Group, LLC
N/A—2,089-2,089-100%$497.1K———
Stevens Capital Management LP
N/A—2,082-2,082-100%$495.0K———
Khazanah Nasional Berhad
N/A—2,078-2,078-100%$494.4K———
Ellevest, Inc.
N/A—2,051-2,051-100%$480.3K———
CNB Bank
N/A—2,027-2,027-100%$482.3K———
Leigh Baldwin & Co., LLC
N/A—2,025-2,025-100%$481.9K———
Qsemble Capital Management, LP
N/A—2,018-2,018-100%$480.2K———
RiverFront Investment Group, LLC
N/A—2,018-2,018-100%$480.2K———
Commerzbank Aktiengesellschaft
N/A—2,018-2,018-100%$480.0K———
Proficio Capital Partners LLC
N/A—2,014-2,014-100%$479.2K———
Hilltop Holdings Inc.
N/A—2,013-2,013-100%$479.0K———
Catalyst Funds Management Pty Ltd
N/A—2,001-2,001-100%$476.1K———
Daniel Investment Group, Inc.
N/A—2,000-2,000-100%$475.9K———
Summit Wealth Partners, LLC
N/A—2,000-2,000-100%$475.9K———
AR Asset Management Inc
N/A—2,000-2,000-100%$475.9K———
Engineers Gate Manager LP
N/A—1,991-1,991-100%$473.7K———
Capstone Financial Advisors, Inc.
N/A—1,972-1,972-100%$469.3K———
Advisors Capital Management, LLC
N/A—1,954-1,954-100%$465.1K———
one8zero8, LLC
N/A—1,950-1,950-100%$464.0K———
Monetary Management Group Inc
N/A—1,950-1,950-100%$464.0K———
Inceptionr LLC
N/A—1,937-1,937-100%$460.9K———
Moneta Group Investment Advisors LLC
N/A—1,926-1,926-100%$458.2K———
Bridgewater Advisors Inc.
N/A—1,924-1,924-100%$501.2K———
Evercore Wealth Management, LLC
N/A—1,915-1,915-100%$455.7K———
Geometric Wealth Advisors
N/A—1,904-1,904-100%$453.0K———
Cambient Family Office, LLC
N/A—1,903-1,903-100%$454.4K———
Leavell Investment Management, Inc.
N/A—1,901-1,901-100%$454.4K———
Trustco Bank Corp N Y
N/A—1,890-1,890-100%$449.7K———
Shelton Capital Management
N/A—1,886-1,886-100%$448.8K———
Dearborn Partners LLC
N/A—1,866-1,866-100%$444.0K———
Baldwin Investment Management, LLC
N/A—1,853-1,853-100%$440.9K———
OneAscent Financial Services LLC
N/A—1,847-1,847-100%$439.4K———
Phoenix Financial Ltd.
N/A—1,830-1,830-100%$434.1K———
Capital Analysts, LLC
N/A—1,829-1,829-100%$435.0K———
Capital Advisors Inc
N/A—1,827-1,827-100%$434.7K———
Westmount Partners, LLC
N/A—1,819-1,819-100%$432.8K———
Meiji Yasuda Asset Management Co Ltd.
N/A—1,802-1,802-100%$428.8K———
Sagewood Asset Management LP
N/A—1,785-1,785-100%$424.7K———
LeClair Wealth Partners LLC
N/A—1,772-1,772-100%$421.6K———
Liberty Wealth Management LLC
N/A—1,743-1,743-100%$361.5K———
Sound View Wealth Advisors Group, LLC
N/A—1,728-1,728-100%$411.2K———
Fiduciary Group, LLC
N/A—1,711-1,711-100%$407.1K———
Advisors Preferred, LLC
N/A—1,710-1,710-100%$428.1K———
Westpac Banking Corp
N/A—1,699-1,699-100%$404.3K———
Bouchey Financial Group, Ltd.
N/A—1,689-1,689-100%$403.6K———
Lafayette Investments, Inc.
N/A—1,685-1,685-100%$400.9K———
Rodgers Brothers Inc.
N/A—1,684-1,684-100%$400.7K———
SageView Advisory Group, LLC
N/A—1,684-1,684-100%$400.5K———
Icon Wealth Advisors, LLC
N/A—1,662-1,662-100%$395.5K———
Pgim Custom Harvest LLC
N/A—1,656-1,656-100%$394.1K———
FLC Capital Advisors
N/A—1,626-1,626-100%$386.9K———
Crews Bank & Trust
N/A—1,617-1,617-100%$384.7K———
EWA, LLC
N/A—1,605-1,605-100%$381.9K———
Caitlin John, LLC
N/A—1,585-1,585-100%$377.1K———
Schonfeld Strategic Advisors LLC
N/A—1,585-1,585-100%$377.1K———
SlateStone Wealth, LLC
N/A—1,583-1,583-100%$377.0K———
First Commonwealth Financial Corp
N/A—1,581-1,581-100%$376.2K———
Stonebrook Private Inc.
N/A—1,581-1,581-100%$376.1K———
Inspire Advisors, LLC
N/A—1,571-1,571-100%$373.8K———
AlTi Global, Inc.
N/A—1,569-1,569-100%$375.0K———
GeoWealth Management, LLC
N/A—1,566-1,566-100%$372.6K———
Cofg Advisors, LLC
N/A—1,565-1,565-100%$372.4K———
Delta Asset Management LLC
N/A—1,547-1,547-100%$368.1K———
Ingalls & Snyder LLC
N/A—1,534-1,534-100%$365.0K———
DV Trading LLC
N/A—1,528-1,528-100%$363.6K———
Alteri Wealth LLC
N/A—1,509-1,509-100%$359.1K———
Centennial Bank
N/A—1,500-1,500-100%$356.9K———
Colonial Trust Co / SC
N/A—1,496-1,496-100%$356.0K———
Hantz Financial Services, Inc.
N/A—1,496-1,496-100%$356.0K———
One Wealth Advisors, LLC
N/A—1,492-1,492-100%$355.0K———
Jaffetilchin Investment Partners, LLC
N/A—1,489-1,489-100%$354.3K———
Cary Street Partners Investment Advisory LLC
N/A—1,482-1,482-100%$352.7K———
URS Advisory LLC
N/A—1,481-1,481-100%$352.4K———
Ironwood Investment Counsel, LLC
N/A—1,469-1,469-100%$349.8K———
Keating Financial Advisory Services, Inc.
N/A—1,466-1,466-100%$348.8K———
N.E.W. Advisory Services LLC
N/A—1,454-1,454-100%$346.0K———
L2 Asset Management, LLC
N/A—1,448-1,448-100%$344.5K———
Smith, Moore & Co.
N/A—1,427-1,427-100%$339.6K———
Duncan Williams Asset Management, LLC
N/A—1,421-1,421-100%$338.1K———
Trillium Asset Management, LLC
N/A—1,420-1,420-100%$337.9K———
Kera Capital Partners, Inc.
N/A—1,403-1,403-100%$333.8K———
Vantage Point Financial LLC
N/A—1,402-1,402-100%$333.5K———
Phillips Wealth Planners LLC
N/A—1,393-1,393-100%$350.4K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,391-1,391-100%$331.0K———
Evelyn Partners Group Ltd
N/A—1,390-1,390-100%$330.7K———
WealthTrust Axiom LLC
N/A—1,379-1,379-100%$328.1K———
Strategic Financial Services, Inc.
N/A—1,375-1,375-100%$327.2K———
Meramec Financial Planners, LLC
N/A—1,373-1,373-100%$358.7K———
Brand Asset Management Group, Inc.
N/A—1,368-1,368-100%$325.5K———
Quotient Wealth Partners, LLC
N/A—1,365-1,365-100%$324.8K———
Evolve Private Wealth, LLC
N/A—1,362-1,362-100%$326.1K———
Clark Capital Management Group, Inc.
N/A—1,355-1,355-100%$322.5K———
Keystone Financial Group
N/A—1,353-1,353-100%$322.0K———
Guardian Wealth Advisors, LLC / NC
N/A—1,352-1,352-100%$321.7K———
Howe & Rusling Inc
N/A—1,347-1,347-100%$320.5K———
ST Germain D J Co Inc
N/A—1,347-1,347-100%$320.5K———
Financial Advisors Network, Inc.
N/A—1,344-1,344-100%$319.8K———
Pine Valley Investments Ltd Liability Co
N/A—1,332-1,332-100%$317.3K———
Drive Wealth Management, LLC
N/A—1,314-1,314-100%$314.0K———
Vermillion & White Wealth Management Group, LLC
N/A—1,312-1,312-100%$312.2K———
Resources Management Corp
N/A—1,310-1,310-100%$311.7K———
Chilton Investment Co Inc.
N/A—1,299-1,299-100%$309.1K———
Virtu Financial LLC
N/A—1,279-1,279-100%$304.0K———
Destination Wealth Management
N/A—1,276-1,276-100%$303.6K———
Richard W. Paul & Associates, LLC
N/A—1,273-1,273-100%$303.0K———
Calton & Associates, Inc.
N/A—1,271-1,271-100%$302.5K———
Tiaa Trust, National Association
N/A—1,271-1,271-100%$302.4K———
Stratos Wealth Advisors, LLC
N/A—1,262-1,262-100%$300.4K———
Headinvest, LLC
N/A—1,245-1,245-100%$296.2K———
Innovative Asset Advisors Group, LLC
N/A—1,237-1,237-100%$295.6K———
SHP Wealth Management
N/A—1,228-1,228-100%$292.2K———
Cannell & Spears LLC
N/A—1,227-1,227-100%$292.0K———
Second Line Capital, LLC
N/A—1,222-1,222-100%$292.0K———
Allium Financial Advisors, LLC
N/A—1,221-1,221-100%$290.5K———
Manhattan West Asset Management, LLC
N/A—1,218-1,218-100%$289.8K———
Renaissance Group LLC
N/A—1,204-1,204-100%$286.5K———
Saiph Capital, LLC
N/A—1,204-1,204-100%$286.5K———
Pallas Capital Advisors LLC
N/A—1,201-1,201-100%$285.8K———
Optas, LLC
N/A—1,201-1,201-100%$285.8K———
German American Bancorp, Inc.
N/A—1,185-1,185-100%$282.0K———
F/m Investments LLC
N/A—1,185-1,185-100%$282.0K———
Kovack Advisors, Inc.
N/A—1,184-1,184-100%$285.3K———
Chesapeake Wealth Management
N/A—1,184-1,184-100%$281.7K———
North Star Asset Management Inc
N/A—1,180-1,180-100%$280.8K———
Advyzon Investment Management, LLC
N/A—1,179-1,179-100%$280.4K———
First National Bank & Trust Co of Newtown
N/A—1,179-1,179-100%$311.3K———
PCM Encore, LLC
N/A—1,157-1,157-100%$275.2K———
Beto Financial Group, LLC
N/A—1,156-1,156-100%$293.3K———
First National Bank of Omaha
N/A—1,150-1,150-100%$277.6K———
SGL Investment Advisors, Inc.
N/A—1,150-1,150-100%$310.1K———
Goldstone Financial Group, LLC
N/A—1,143-1,143-100%$271.9K———
Spinnaker Trust
N/A—1,136-1,136-100%$270.3K———
Cercano Management LLC
N/A—1,118-1,118-100%$266.0K———
Copley Financial Group, Inc.
N/A—1,111-1,111-100%$264.3K———
Foster & Motley Inc
N/A—1,108-1,108-100%$264.0K———
Causeway Capital Management LLC
N/A—1,107-1,107-100%$263.4K———
Whittier Trust Co
N/A—1,098-1,098-100%$272.7K———
Alexander Labrunerie & Co., Inc.
N/A—1,092-1,092-100%$259.8K———
Quent Capital, LLC
N/A—1,092-1,092-100%$259.9K———
Millstone Evans Group, LLC
N/A—1,088-1,088-100%$258.9K———
Bravera Wealth
N/A—1,081-1,081-100%$257.2K———
Barnes Wealth Management Group, Inc
N/A—1,053-1,053-100%$250.6K———
Blackstone Inc.
N/A—1,047-1,047-100%$249.1K———
Alerus Financial NA
N/A—1,040-1,040-100%$247.5K———
Voya Financial Advisors, Inc.
N/A—1,028-1,028-100%$248.1K———
Defiance ETFs, LLC
N/A—1,017-1,017-100%$247.3K———
Alaethes Wealth, LLC
N/A—1,015-1,015-100%$242.6K———
Lakeridge Wealth Management LLC
N/A—1,013-1,013-100%$241.0K———
E Fund Management Co., Ltd.
N/A—1,007-1,007-100%$239.6K———
Prudent Investors Network, Inc.
N/A—1,000-1,000-100%$237.9K———
Pring Turner Capital Group Inc
N/A—1,000-1,000-100%$275.1K———
CCM Investment Advisers LLC
N/A—1,000-1,000-100%$237.9K———
Bluespring Wealth Management, LLC
N/A—997-997-100%$237.2K———
Sunflower Bank, N.A.
N/A—989-989-100%$235.3K———
Tyche Wealth Partners LLC
N/A—988-988-100%$235.0K———
Haverford Trust Co
N/A—987-987-100%$234.8K———
Fukoku Mutual Life Insurance Co
N/A—968-968-100%$230.3K———
S&T Bank
N/A—968-968-100%$230.3K———
Investment Advisory Group, LLC
N/A—958-958-100%$227.9K———
BW Gestao de Investimentos Ltda.
N/A—958-958-100%$227.9K———
Schnieders Capital Management, Llc.
N/A—945-945-100%$224.8K———
First Western Trust Bank
N/A—928-928-100%$220.8K———
Prasad Wealth Partners, LLC
N/A—927-927-100%$220.5K———
BFC Planning, Inc.
N/A—927-927-100%$220.6K———
Texas Yale Capital Corp.
N/A—920-920-100%$218.9K———
Advisory Alpha, LLC
N/A—913-913-100%$217.7K———
HTG Investment Advisors, Inc.
N/A—912-912-100%$217.0K———
West Family Investments, Inc.
N/A—911-911-100%$216.8K———
Stokes Family Office, LLC
N/A—907-907-100%$215.8K———
Z3 Capital Partners, LLC
N/A—902-902-100%$214.5K———
Roundview Capital LLC
N/A—900-900-100%$214.1K———
Venturi Wealth Management, LLC
N/A—896-896-100%$213.2K———
Portland Global Advisors LLC
N/A—878-878-100%$208.9K———
Alpha Financial Partners LLC
N/A—874-874-100%$207.9K———
Mission Creek Capital Partners, Inc.
N/A—870-870-100%$207.0K———
Atlas Wealth LLC
N/A—870-870-100%$207.0K———
Performance Wealth Partners, LLC
N/A—859-859-100%$204.4K———
Blue Edge Capital, LLC
N/A—857-857-100%$203.9K———
CVA Family Office, LLC
N/A—849-849-100%$202.0K———
Aureus Asset Management, LLC
N/A—844-844-100%$200.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—809-809-100%$192.6K———
Virtus Advisers, LLC
N/A—768-768-100%$182.7K———
Strategic Wealth Partners, Ltd.
N/A—745-745-100%$177.3K———
Cyber Hornet ETFs LLC
N/A—704-704-100%$167.5K———
Bogart Wealth, LLC
N/A—655-655-100%$155.9K———
Bank of the Bluegrass & Trust Co.
N/A—622-622-100%$138.0K———
Rogco, LP
N/A—569-569-100%$135.4K———
Wiser Advisor Group LLC
N/A—548-548-100%$130.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—544-544-100%$129.4K———
Centaurus Financial, Inc.
N/A—524-524-100%$125.0K———
Riverview Trust Co
N/A—487-487-100%$115.9K———
Cheviot Value Management, LLC
N/A—464-464-100%$110.4K———
GW&K Investment Management, LLC
N/A—451-451-100%$107.0K———
Measured Wealth Private Client Group, LLC
N/A—443-443-100%$105.4K———
Dunhill Financial, LLC
N/A—433-433-100%$102.9K———
ESL Trust Services, LLC
N/A—432-432-100%$102.8K———
Corsicana & Co.
N/A—431-431-100%$102.6K———
USA Financial Formulas
N/A—415-415-100%$98.7K———
WealthCollab, LLC
N/A—392-392-100%$93.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—385-385-100%$91.6K———
SOA Wealth Advisors, Llc.
N/A—383-383-100%$91.1K———
South Plains Financial, Inc.
N/A—366-366-100%$87.1K———
Mark Sheptoff Financial Planning, LLC
N/A—339-339-100%$80.7K———
Tacita Capital Inc
N/A—336-336-100%$79.9K———
Field & Main Bank
N/A—325-325-100%$77.3K———
Wellington-Altus USA Inc.
N/A—305-305-100%$63.2K———
Vanguard National Trust Co
N/A—271-271-100%$64.5K———
Prestige Wealth Management Group LLC
N/A—263-263-100%$62.9K———
Core Alternative Capital
N/A—229-229-100%$54.5K———
Cornerstone Financial Management LLC
N/A—226-226-100%$53.8K———
BOK Financial Private Wealth, Inc.
N/A—210-210-100%$50.4K———
Frazier Financial Advisors, LLC
N/A—208-208-100%$49.5K———
Lavaca Capital LLC
N/A—203-203-100%$48.3K———
Security National Bank of Sioux City Iowa
N/A—200-200-100%$47.6K———
Caldwell Sutter Capital, Inc.
N/A—200-200-100%$47.6K———
PlanVest Financial, Inc
N/A—199-199-100%$47.3K———
Vision Retirement, LLC
N/A—197-197-100%$46.8K———
Mcguire Capital Advisors Inc
N/A—195-195-100%$46.4K———
1 North Wealth Services LLC
N/A—186-186-100%$44.3K———
Steigerwald, Gordon & Koch Inc.
N/A—183-183-100%$43.5K———
Fiduciary Financial Advisors
N/A—179-179-100%$41.9K———
Horizon Bancorp Inc
N/A—175-175-100%$42.0K———
Sachetta, LLC
N/A—166-166-100%$39.5K———
Motco
N/A—135-135-100%$32.1K———
Highland Investment Advisors LLC
N/A—132-132-100%$31.5K———
VSM Wealth Advisory, LLC
N/A—132-132-100%$31.4K———
Transamerica Financial Advisors, LLC
N/A—132-132-100%$31.6K———
Medallion Wealth Advisors, LLC
N/A—124-124-100%$29.5K———
Ogorek Anthony Joseph
N/A—119-119-100%$28———
E Fund Management (Hong Kong) Co., Ltd.
N/A—117-117-100%$27.8K———
Allied Private Wealth LLC
N/A—114-114-100%$28.8K———
Rialto Wealth Management, LLC
N/A—111-111-100%$26.4K———
Kemnay Advisory Services Inc.
N/A—107-107-100%$25.5K———
Colonial Trust Advisors
N/A—105-105-100%$25.0K———
Parvin Asset Management, LLC
N/A—100-100-100%$23.8K———
Broadwater Capital Management LLC
N/A—100-100-100%$23.8K———
Aventura Private Wealth, LLC
N/A—99-99-100%$23.6K———
Security National Bank of SO DAK
N/A—95-95-100%$22.6K———
1015 Capital Partners, LLC
N/A—89-89-100%$21.2K———
Bruce G. Allen Investments, LLC
N/A—86-86-100%$20.5K———
Godfrey Financial Associates, Inc.
N/A—83-83-100%$19.7K———
Kilter Group LLC
N/A—82-82-100%$19.5K———
Consultiva Wealth Management, Corp.
N/A—79-79-100%$18.8K———
Cetera Trust Company, N.a
N/A—78-78-100%$18.6K———
Regatta Research & Money Management
N/A—76-76-100%$18.1K———
Westfuller Advisors, LLC
N/A—72-72-100%$17.2K———
Anchor Bay Capital, Inc.
N/A—70-70-100%$19.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—69-69-100%$16.5K———
Silvant Capital Management LLC
N/A—68-68-100%$16.2K———
Bernard Wealth Management Corp.
N/A—65-65-100%$15.5K———
Hurricane Capital Advisors LLC
N/A—62-62-100%$14.8K———
Fourth Dimension Wealth, LLC
N/A—60-60-100%$14.3K———
Sankala Group LLC
N/A—59-59-100%$15.6K———
JPL Wealth Management, LLC
N/A—52-52-100%$12.4K———
Glen Eagle Advisors, LLC
N/A—50-50-100%$11.9K———
Raffa Wealth Management, LLC
N/A—50-50-100%$11.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—49-49-100%$11.7K———
Abound Financial, LLC
N/A—44-44-100%$10.5K———
Dogwood Wealth Management LLC
N/A—42-42-100%$10.0K———
Ameriflex Group, Inc.
N/A—41-41-100%$9.8K———
Park Place Capital Corp
N/A—39-39-100%$9.3K———
Darwin Wealth Management, LLC
N/A—36-36-100%$8.6K———
BNP Paribas
N/A—36-36-100%$8.7K———
PIN OAK Investment Advisors Inc
N/A—35-35-100%$8———
Webster Bank, N. A.
N/A—31-31-100%$7.4K———
Avalon Trust Co
N/A—30-30-100%$7.1K———
Accent Capital Management, LLC
N/A—29-29-100%$6.9K———
Harvest Fund Management Co., Ltd
N/A—29-29-100%$7———
Strive Financial Group,LLC
N/A—28-28-100%$6.7K———
Hollencrest Capital Management
N/A—25-25-100%$5.9K———
HFM Investment Advisors, LLC
N/A—21-21-100%$5.0K———
Synergy Investment Management, LLC
N/A—20-20-100%$5.5K———
Prosperity Bancshares Inc
N/A—17-17-100%$4.0K———
HighMark Wealth Management LLC
N/A—16-16-100%$3.9K———
Beaird Harris Wealth Management, LLC
N/A—15-15-100%$3.6K———
Tidemark, LLC
N/A—11-11-100%$2.6K———
Mpwm Advisory Solutions, LLC
N/A—11-11-100%$2.6K———
Cbiz Investment Advisory Services, LLC
N/A—9-9-100%$1.9K———
Investors Portfolio Services LLC
N/A—5-5-100%$1.2K———
Basepoint Wealth LLC
N/A—5-5-100%$1.2K———
Seneschal Advisors, LLC
N/A—4-4-100%$952———
Timbuktu Capital Management, LLC
N/A—3-3-100%$714———
Freestone Grove Partners LP
N/A—2-2-100%$476———
Sittner & Nelson, LLC
N/A—2-2-100%$476———
Ross\johnson & Associates LLC
N/A—1-1-100%$238———
Showing 1839 of 1839 institutions