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Alphabet Inc (GOOG)

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
Shares116,620,784 from 114,777,169
Change+1,843,615 (+2%)
Value$39.6B (-$813.4M)
Filed 2026-11-06
Amundi
INCREASED
Shares27,946,916 from 20,906,439
Change+7,040,477 (+34%)
Value$9.5B (+$2.1B)
Filed 2026-11-06
Sanders Capital, LLC
DECREASED
Shares27,347,980 from 27,472,939
Change-124,959 (0%)
Value$9.3B (-$388.5M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares27,183,700 from 27,814,503
Change-630,803 (-2%)
Value$9.3B (-$565.1M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares17,410,238 from 17,313,729
Change+96,509 (+1%)
Value$5.9B (-$185.1M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares14,025,254 from 14,110,119
Change-84,865 (-1%)
Value$4.8B (-$206.6M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares13,696,772 from 11,763,766
Change+1,933,006 (+16%)
Value$4.7B (+$510.5M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares11,428,270 from 11,641,017
Change-212,747 (-2%)
Value$3.9B (-$219.1M)
Filed 2026-10-29
Swedbank AB
INCREASED
Shares9,790,472 from 9,692,953
Change+97,519 (+1%)
Value$3.3B (-$88.8M)
Filed 2026-10-27
Barclays PLC
DECREASED
Shares7,793,880 from 8,622,001
Change-828,121 (-10%)
Value$2.7B (-$390.7M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares7,574,250 from 7,235,434
Change+338,816 (+5%)
Value$2.6B (+$24.1M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares7,527,972 from 7,366,244
Change+161,728 (+2%)
Value$2.6B (-$37.6M)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares7,454,709 from 7,221,870
Change+232,839 (+3%)
Value$2.5B (-$11.6M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares6,697,389 from 6,521,116
Change+176,273 (+3%)
Value$2.3B (-$22.0M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares6,510,240 from 7,171,781
Change-661,541 (-9%)
Value$2.2B (-$315.7M)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares6,117,862 from 6,746,173
Change-628,311 (-9%)
Value$2.1B (-$299.0M)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares5,541,890 from 7,927,185
Change-2,385,295 (-30%)
Value$1.9B (-$912.6M)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares3,561,516 from 3,712,120
Change-150,604 (-4%)
Value$1.2B (-$98.1M)
Filed 2026-10-30
New York State Teachers Retirement System
DECREASED
Shares3,536,284 from 3,636,302
Change-100,018 (-3%)
Value$1.2B (-$79.9M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED
Shares3,328,478 from 3,211,627
Change+116,851 (+4%)
Value$1.1B (-$618.6K)
Filed 2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED
Shares3,081,750 from 3,082,329
Change-579 (0%)
Value$1.0B (-$39.7M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares2,982,320 from 2,994,772
Change-12,452 (0%)
Value$1.0B (-$54.8M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares2,960,173 from 2,867,779
Change+92,394 (+3%)
Value$1.0B (-$4.7M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares2,913,726 from 2,870,201
Change+43,525 (+2%)
Value$992.8M (-$21.3M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares2,860,749 from 2,860,469
Change+280 (+0%)
Value$974.8M (-$35.9M)
Filed 2026-11-06
Markel Group Inc.
UNCHANGED
Shares2,749,860 from 2,749,860
Change0 (0%)
Value$937.0M (-$34.6M)
Filed 2026-10-30
Cardano Risk Management B.V.
INCREASED
Shares2,694,312 from 1,876,532
Change+817,780 (+44%)
Value$918.1M (+$255.0M)
Filed 2026-10-20
ProShare Advisors LLC
INCREASED
Shares2,679,204 from 2,571,280
Change+107,924 (+4%)
Value$912.9M (+$4.4M)
Filed 2026-10-29
Fort Washington Investment Advisors Inc
DECREASED
Shares2,510,887 from 2,547,714
Change-36,827 (-1%)
Value$855.6M (-$44.6M)
Filed 2026-10-15
AMF Tjanstepension AB
UNCHANGED
Shares2,475,768 from 2,475,768
Change0 (0%)
Value$843.6M (-$31.2M)
Filed 2026-10-22
Daiwa Securities Group Inc.
DECREASED
Shares2,420,147 from 2,651,655
Change-231,508 (-9%)
Value$824.6M (-$112.3M)
Filed 2026-10-29
Mawer Investment Management Ltd.
DECREASED
Shares2,323,254 from 2,682,081
Change-358,827 (-13%)
Value$791.6M (-$156.0M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,283,093 from 2,009,027
Change+274,066 (+14%)
Value$777.9M (+$68.1M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares2,245,152 from 2,211,427
Change+33,725 (+2%)
Value$765.0M (-$16.4M)
Filed 2026-10-27
King Luther Capital Management Corp
DECREASED
Shares2,243,833 from 2,347,949
Change-104,116 (-4%)
Value$764.6M (-$65.0M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares2,218,185 from 1,963,739
Change+254,446 (+13%)
Value$755.8M (+$62.0M)
Filed 2026-11-04
Sustainable Growth Advisers, LP
DECREASED
Shares2,104,137 from 2,129,711
Change-25,574 (-1%)
Value$717.0M (-$35.5M)
Filed 2026-10-15
Egerton Capital (UK) LLP
DECREASED
Shares2,099,142 from 3,291,594
Change-1,192,452 (-36%)
Value$715.3M (-$447.8M)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED
Shares2,078,558 from 2,083,649
Change-5,091 (0%)
Value$696.2M (-$49.5M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares2,041,919 from 2,070,762
Change-28,843 (-1%)
Value$695.8M (-$35.9M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares2,020,306 from 1,931,002
Change+89,304 (+5%)
Value$688.4M (+$6.1M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
INCREASED
Shares2,003,242 from 1,735,763
Change+267,479 (+15%)
Value$682.4M (+$682.0M)
Filed 2026-10-27
Temasek Holdings (Private) Ltd
UNCHANGED
Shares2,000,000 from 2,000,000
Change0 (0%)
Value$681.5M (-$25.2M)
Filed 2026-10-28
Everett Harris & Co
DECREASED
Shares1,899,686 from 1,914,904
Change-15,218 (-1%)
Value$647.3M (-$29.3M)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares1,795,204 from 1,830,380
Change-35,176 (-2%)
Value$611.7M (-$35.0M)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares1,767,067 from 1,647,653
Change+119,414 (+7%)
Value$602.1M (+$19.9M)
Filed 2026-11-06
CIBC Asset Management Inc
DECREASED
Shares1,730,315 from 1,732,782
Change-2,467 (0%)
Value$589.3M (-$22.7M)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares1,709,583 from 1,693,700
Change+15,883 (+1%)
Value$582.5M (-$15.9M)
Filed 2026-11-06
Retirement Systems of Alabama
INCREASED
Shares1,651,460 from 1,647,584
Change+3,876 (+0%)
Value$562.7M (-$19.4M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
DECREASED
Shares1,598,381 from 1,678,346
Change-79,965 (-5%)
Value$544.6M (-$48.4M)
Filed 2026-11-03
SEB Asset Management AB
DECREASED
Shares1,566,999 from 1,608,825
Change-41,826 (-3%)
Value$533.9M (-$34.5M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares1,561,414 from 1,490,472
Change+70,942 (+5%)
Value$523.4M (-$10.3M)
Filed 2026-10-16
State of Michigan Retirement System
DECREASED
Shares1,544,960 from 1,560,960
Change-16,000 (-1%)
Value$526.4M (-$25.1M)
Filed 2026-10-27
Provident Trust Co
DECREASED
Shares1,533,632 from 2,201,588
Change-667,956 (-30%)
Value$522.6M (-$255.3M)
Filed 2026-10-29
State of New Jersey Common Pension Fund D
INCREASED
Shares1,509,941 from 1,495,111
Change+14,830 (+1%)
Value$514.5M (-$13.8M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares1,480,853 from 1,568,963
Change-88,110 (-6%)
Value$504.6M (-$49.8M)
Filed 2026-10-30
Banque Pictet & CIE SA
DECREASED
Shares1,479,779 from 1,497,780
Change-18,001 (-1%)
Value$504.2M (-$25.0M)
Filed 2026-10-16
Factory Mutual Insurance Co
DECREASED
Shares1,469,146 from 1,495,671
Change-26,525 (-2%)
Value$500.6M (-$27.9M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares1,433,184 from 1,483,277
Change-50,093 (-3%)
Value$488.3M (-$35.7M)
Filed 2026-11-02
UniSuper Management Pty Ltd
INCREASED
Shares1,431,423 from 1,403,827
Change+27,596 (+2%)
Value$487.7M (-$8.3M)
Filed 2026-10-26
Xponance LLC
INCREASED
Shares1,404,168 from 1,353,965
Change+50,203 (+4%)
Value$478.5M (+$59.8K)
Filed 2026-11-03
Beau Ventures, LLc
INCREASED
Shares1,400,131 from 1,400,074
Change+57 (0%)
Value$477.1M (-$17.6M)
Filed 2026-10-14
Czech National Bank
INCREASED
Shares1,365,715 from 1,345,316
Change+20,399 (+2%)
Value$465.4M (-$10.0M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares1,309,385 from 1,282,599
Change+26,786 (+2%)
Value$446.2M (-$7.0M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares1,266,114 from 1,294,835
Change-28,721 (-2%)
Value$431.4M (-$26.1M)
Filed 2026-10-20
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,257,325 from 1,324,032
Change-66,707 (-5%)
Value$428.4M (-$39.4M)
Filed 2026-10-15
Allen Investment Management, LLC
DECREASED
Shares1,255,082 from 1,293,853
Change-38,771 (-3%)
Value$427.7M (-$29.5M)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares1,227,473 from 1,501,789
Change-274,316 (-18%)
Value$418.2M (-$112.4M)
Filed 2026-10-16
Oriental Harbor Investment Master Fund
INCREASED
Shares1,160,244 from 1,049,653
Change+110,591 (+11%)
Value$395.3M (+$24.5M)
Filed 2026-10-22
Welch & Forbes LLC
DECREASED
Shares1,145,533 from 1,153,229
Change-7,696 (-1%)
Value$390.3M (-$17.1M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,141,608 from 1,011,090
Change+130,518 (+13%)
Value$361.2M (+$19.3M)
Filed 2026-10-13
Yacktman Asset Management LP
INCREASED
Shares1,130,290 from 1,129,129
Change+1,161 (+0%)
Value$385.1M (-$13.8M)
Filed 2026-11-02
IFM Investors Pty Ltd
INCREASED
Shares1,118,394 from 1,077,119
Change+41,275 (+4%)
Value$381.1M (+$503.1K)
Filed 2026-10-14
Gateway Investment Advisers LLC
INCREASED
Shares1,101,556 from 1,077,541
Change+24,015 (+2%)
Value$375.3M (-$5.4M)
Filed 2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,050,148 from 1,043,934
Change+6,214 (+1%)
Value$357.8M (-$11.0M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares1,021,715 from 919,979
Change+101,736 (+11%)
Value$344.6M (+$21.5M)
Filed 2026-10-30
Virginia Retirement Systems ET Al
DECREASED
Shares1,005,460 from 1,021,300
Change-15,840 (-2%)
Value$342.6M (-$18.3M)
Filed 2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares997,490 from 1,034,533
Change-37,043 (-4%)
Value$339.9M (-$25.6M)
Filed 2026-10-19
C WorldWide Group Holding A/S
DECREASED
Shares984,840 from 1,055,318
Change-70,478 (-7%)
Value$335.6M (-$37.3M)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares948,328 from 965,367
Change-17,039 (-2%)
Value$323.1M (-$18.0M)
Filed 2026-10-23
Calamos Advisors LLC
INCREASED
Shares929,062 from 907,212
Change+21,850 (+2%)
Value$316.6M (-$4.0M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares920,486 from 935,515
Change-15,029 (-2%)
Value$313.6M (-$16.9M)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares908,444 from 807,377
Change+101,067 (+13%)
Value$309.5M (+$24.3M)
Filed 2026-11-02
OP Asset Management Ltd
INCREASED
Shares907,399 from 723,343
Change+184,056 (+25%)
Value$309.2M (+$53.6M)
Filed 2026-11-05
Achmea Investment Management B.V.
INCREASED
Shares865,505 from 540,231
Change+325,274 (+60%)
Value$295.1M (+$104.3M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares858,749 from 794,626
Change+64,123 (+8%)
Value$292.1M (+$11.4M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares850,477 from 810,466
Change+40,011 (+5%)
Value$289.8M (+$3.4M)
Filed 2026-11-02
Candriam S.C.A.
DECREASED
Shares837,880 from 842,611
Change-4,731 (-1%)
Value$286.5M (-$10.9M)
Filed 2026-11-03
Aegon Asset Management UK PLC
INCREASED
Shares819,871 from 688,893
Change+130,978 (+19%)
Value$279.4M (+$36.0M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares815,469 from 805,367
Change+10,102 (+1%)
Value$277.9M (-$6.7M)
Filed 2026-10-20
GF Fund Management Co. Ltd.
INCREASED
Shares807,247 from 803,600
Change+3,647 (+0%)
Value$275.1M (-$8.9M)
Filed 2026-10-26
Douglas Lane & Associates, LLC
DECREASED
Shares737,759 from 767,460
Change-29,701 (-4%)
Value$251.4M (-$19.8M)
Filed 2026-10-09
Boston Trust Walden Corp
DECREASED
Shares727,458 from 742,061
Change-14,603 (-2%)
Value$247.9M (-$14.3M)
Filed 2026-10-30
New York Life Investment Management LLC
INCREASED
Shares706,571 from 701,829
Change+4,742 (+1%)
Value$240.8M (-$7.2M)
Filed 2026-11-04
Nicholas Company, Inc.
DECREASED
Shares687,145 from 687,505
Change-360 (0%)
Value$234.1M (-$8.8M)
Filed 2026-11-05
Cryder Capital Partners LLP
INCREASED
Shares676,584 from 606,485
Change+70,099 (+12%)
Value$230.5M (+$16.2M)
Filed 2026-11-03
Letko, Brosseau & Associates Inc
DECREASED
Shares671,280 from 812,863
Change-141,583 (-17%)
Value$228.7M (-$58.5M)
Filed 2026-11-06
James Hambro & Partners LLP
DECREASED
Shares658,442 from 670,426
Change-11,984 (-2%)
Value$224.4M (-$12.5M)
Filed 2026-10-19
Keybank National Association
DECREASED
Shares657,078 from 679,829
Change-22,751 (-3%)
Value$223.9M (-$16.3M)
Filed 2026-11-04
Steginsky Capital LLC
DECREASED
Shares650,350 from 689,320
Change-38,970 (-6%)
Value$221.6M (-$22.0M)
Filed 2026-10-07
State of Alaska, Department of Revenue
DECREASED
Shares635,321 from 646,823
Change-11,502 (-2%)
Value$216.5M (-$12.1M)
Filed 2026-10-15
Ethic Inc.
INCREASED
Shares624,637 from 611,565
Change+13,072 (+2%)
Value$212.8M (-$3.2M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares607,377 from 600,077
Change+7,300 (+1%)
Value$207.0M (-$5.1M)
Filed 2026-10-08
Oregon Public Employees Retirement Fund
INCREASED
Shares584,395 from 581,157
Change+3,238 (+1%)
Value$199.1M (-$6.2M)
Filed 2026-10-30
Staley Capital Advisers Inc
DECREASED
Shares570,450 from 574,752
Change-4,302 (-1%)
Value$194.4M (-$8.7M)
Filed 2026-11-06
Motley Fool Asset Management LLC
DECREASED
Shares567,032 from 594,233
Change-27,201 (-5%)
Value$193.2M (-$16.7M)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares566,195 from 568,024
Change-1,829 (0%)
Value$192.9M (-$7.8M)
Filed 2026-10-21
Natixis
DECREASED
Shares556,828 from 752,229
Change-195,401 (-26%)
Value$189.7M (-$76.1M)
Filed 2026-11-06
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares550,209 from 536,988
Change+13,221 (+2%)
Value$187.5M (-$2.3M)
Filed 2026-10-30
Busey Bank
DECREASED
Shares549,977 from 554,524
Change-4,547 (-1%)
Value$187.4M (-$8.5M)
Filed 2026-10-26
Mesirow Financial Investment Management, Inc.
DECREASED
Shares547,450 from 559,493
Change-12,043 (-2%)
Value$186.5M (-$11.2M)
Filed 2026-11-05
Zevenbergen Capital Investments LLC
DECREASED
Shares546,566 from 546,596
Change-30 (0%)
Value$186.2M (-$6.9M)
Filed 2026-10-08
Florida Trust Wealth Management Co
DECREASED
Shares540,113 from 552,832
Change-12,719 (-2%)
Value$184.0M (-$11.3M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares534,316 from 304,126
Change+230,190 (+76%)
Value$182.1M (+$70.9M)
Filed 2026-11-06
iA Global Asset Management Inc.
DECREASED
Shares525,830 from 571,590
Change-45,760 (-8%)
Value$179.2M (-$22.8M)
Filed 2026-10-29
ASR Vermogensbeheer N.V.
INCREASED
Shares519,273 from 500,916
Change+18,357 (+4%)
Value$176.9M (-$46.1K)
Filed 2026-10-16
Cornerstone Advisors, LLC
DECREASED
Shares517,082 from 548,422
Change-31,340 (-6%)
Value$176.2M (-$17.6M)
Filed 2026-11-06
Sather Financial Group Inc
DECREASED
Shares496,679 from 506,312
Change-9,633 (-2%)
Value$169.2M (-$9.7M)
Filed 2026-10-30
Salem Investment Counselors Inc
DECREASED
Shares490,715 from 493,678
Change-2,963 (-1%)
Value$167.2M (-$7.2M)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares489,795 from 500,364
Change-10,569 (-2%)
Value$166.9M (-$9.9M)
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED
Shares489,157 from 501,234
Change-12,077 (-2%)
Value$166.7M (-$10.4M)
Filed 2026-11-05
Mutual of America Capital Management LLC
DECREASED
Shares488,036 from 488,895
Change-859 (0%)
Value$166.3M (-$6.4M)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares487,758 from 486,768
Change+990 (+0%)
Value$166.2M (-$5.8M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares473,492 from 460,159
Change+13,333 (+3%)
Value$161.3M (-$1.3M)
Filed 2026-10-26
Yousif Capital Management, LLC
DECREASED
Shares460,727 from 461,693
Change-966 (0%)
Value$157.0M (-$6.1M)
Filed 2026-10-22
Barr E S & Co
DECREASED
Shares457,691 from 473,699
Change-16,008 (-3%)
Value$156.0M (-$11.4M)
Filed 2026-11-06
Meitav Investment House LTD
INCREASED
Shares455,378 from 383,246
Change+72,132 (+19%)
Value$155.0M (+$19.6M)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
DECREASED
Shares451,982 from 481,556
Change-29,574 (-6%)
Value$143.4M (-$10.8M)
Filed 2026-11-04
Founders Capital Management, LLC
INCREASED
Shares441,717 from 441,185
Change+532 (+0%)
Value$150.5M (-$5.4M)
Filed 2026-10-23
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares440,230 from 463,590
Change-23,360 (-5%)
Value$150.0M (-$13.8M)
Filed 2026-10-29
LBP AM SA
DECREASED
Shares439,375 from 452,985
Change-13,610 (-3%)
Value$149.7M (-$10.3M)
Filed 2026-11-06
Generali Asset Management SPA SGR
INCREASED
Shares436,905 from 426,403
Change+10,502 (+2%)
Value$148.9M (-$1.8M)
Filed 2026-10-26
Chilton Capital Management LLC
INCREASED
Shares431,483 from 430,625
Change+858 (+0%)
Value$147.0M (-$5.1M)
Filed 2026-10-28
Penn Davis Mcfarland Inc
DECREASED
Shares426,124 from 428,390
Change-2,266 (-1%)
Value$145.2M (-$6.2M)
Filed 2026-10-23
Midwest Trust Co
INCREASED
Shares415,150 from 383,766
Change+31,384 (+8%)
Value$141.5M (+$5.9M)
Filed 2026-10-22
Avanza Fonder AB
INCREASED
Shares411,250 from 365,653
Change+45,597 (+12%)
Value$140.1M (+$10.9M)
Filed 2026-10-13
Chesley Taft & Associates LLC
DECREASED
Shares409,124 from 418,449
Change-9,325 (-2%)
Value$139.4M (-$8.4M)
Filed 2026-10-13
ZWJ Investment Counsel Inc
INCREASED
Shares405,785 from 399,017
Change+6,768 (+2%)
Value$138.3M (-$2.7M)
Filed 2026-10-15
Hosking Partners LLP
DECREASED
Shares394,738 from 428,454
Change-33,716 (-8%)
Value$134.5M (-$16.9M)
Filed 2026-10-21
OAK Ridge Investments LLC
DECREASED
Shares391,075 from 410,275
Change-19,200 (-5%)
Value$133.3M (-$11.7M)
Filed 2026-10-30
Country Trust Bank
INCREASED
Shares387,220 from 386,785
Change+435 (+0%)
Value$131.9M (-$4.7M)
Filed 2026-10-30
Maple Capital Management, Inc.
DECREASED
Shares378,620 from 385,653
Change-7,033 (-2%)
Value$129.0M (-$7.3M)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares372,620 from 358,086
Change+14,534 (+4%)
Value$127.0M (+$444.0K)
Filed 2026-10-23
Illinois Municipal Retirement Fund
DECREASED
Shares370,766 from 372,340
Change-1,574 (0%)
Value$126.3M (-$5.2M)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares368,945 from 367,828
Change+1,117 (+0%)
Value$125.7M (-$4.3M)
Filed 2026-10-21
Crestwood Advisors Group, LLC
INCREASED
Shares366,245 from 351,926
Change+14,319 (+4%)
Value$124.8M (+$447.5K)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
INCREASED
Shares363,200 from 357,708
Change+5,492 (+2%)
Value$123.8M (-$2.6M)
Filed 2026-10-20
Louisiana State Employees Retirement System
DECREASED
Shares360,000 from 368,600
Change-8,600 (-2%)
Value$122.7M (-$7.6M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares359,465 from 308,153
Change+51,312 (+17%)
Value$122.5M (+$13.6M)
Filed 2026-10-28
Obermeyer Wealth Partners
DECREASED
Shares354,760 from 369,046
Change-14,286 (-4%)
Value$120.9M (-$9.5M)
Filed 2026-10-21
Vantage Investment Partners, LLC
DECREASED
Shares353,791 from 363,838
Change-10,047 (-3%)
Value$120.6M (-$8.0M)
Filed 2026-10-27
Guyasuta Investment Advisors Inc
DECREASED
Shares353,711 from 357,169
Change-3,458 (-1%)
Value$120.5M (-$5.7M)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
DECREASED
Shares353,691 from 365,858
Change-12,167 (-3%)
Value$120.5M (-$8.8M)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares350,289 from 350,430
Change-141 (0%)
Value$119.4M (-$4.5M)
Filed 2026-11-03
Heritage Investors Management Corp
DECREASED
Shares344,425 from 350,056
Change-5,631 (-2%)
Value$117.4M (-$6.3M)
Filed 2026-10-29
Community Trust & Investment Co
INCREASED
Shares343,198 from 335,201
Change+7,997 (+2%)
Value$116.9M (-$1.5M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares342,191 from 283,891
Change+58,300 (+21%)
Value$116.6M (+$16.3M)
Filed 2026-10-16
Pinnacle Associates LTD
DECREASED
Shares340,239 from 340,303
Change-64 (0%)
Value$115.9M (-$4.3M)
Filed 2026-10-20
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares339,813 from 327,319
Change+12,494 (+4%)
Value$115.8M (+$136.3K)
Filed 2026-10-22
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares334,849 from 346,895
Change-12,046 (-3%)
Value$114.1M (-$8.5M)
Filed 2026-10-30
Mogy Joel R Investment Counsel Inc
INCREASED
Shares327,977 from 327,135
Change+842 (+0%)
Value$111.8M (-$3.8M)
Filed 2026-10-13
Davidson Investment Advisors
DECREASED
Shares326,976 from 332,294
Change-5,318 (-2%)
Value$111.4M (-$6.0M)
Filed 2026-10-20
Violich Capital Management, Inc.
DECREASED
Shares324,953 from 332,898
Change-7,945 (-2%)
Value$110.7M (-$6.9M)
Filed 2026-10-05
Mill Capital Management, LLC
DECREASED
Shares321,965 from 324,102
Change-2,137 (-1%)
Value$109.7M (-$4.8M)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares321,076 from 287,972
Change+33,104 (+12%)
Value$113.4M (+$11.7M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares319,353 from 317,018
Change+2,335 (+1%)
Value$108.8M (-$3.2M)
Filed 2026-10-28
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares314,119 from 628,238
Change-314,119 (-50%)
Value$107.0M (-$114.9M)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares312,711 from 315,491
Change-2,780 (-1%)
Value$106.6M (-$4.9M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares309,531 from 264,851
Change+44,680 (+17%)
Value$105.5M (+$11.9M)
Filed 2026-10-08
Smith Chas P & Associates PA Cpas
DECREASED
Shares303,234 from 338,489
Change-35,255 (-10%)
Value$102.2M (-$17.4M)
Filed 2026-10-22
Meyer Handelman Co
DECREASED
Shares301,741 from 301,994
Change-253 (0%)
Value$102.8M (-$3.9M)
Filed 2026-10-28
Gradient Investments LLC
DECREASED
Shares295,956 from 345,387
Change-49,431 (-14%)
Value$100.8M (-$21.2M)
Filed 2026-10-08
Fideuram Asset Management (Ireland) dac
INCREASED
Shares293,758 from 252,849
Change+40,909 (+16%)
Value$101.2M (+$12.1M)
Filed 2026-10-29
Maryland State Retirement & Pension System
INCREASED
Shares290,825 from 255,665
Change+35,160 (+14%)
Value$99.1M (+$8.8M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares288,077 from 278,095
Change+9,982 (+4%)
Value$98.2M (-$100.0K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares286,783 from 279,232
Change+7,551 (+3%)
Value$97.7M (-$942.2K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares284,901 from 296,936
Change-12,035 (-4%)
Value$97.1M (-$7.8M)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares284,625 from 277,743
Change+6,882 (+2%)
Value$97.0M (-$1.2M)
Filed 2026-11-03
Henshaw Capital LLC
UNCHANGED
Shares280,740 from 280,740
Change0 (0%)
Value$95.7M (-$3.5M)
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares280,706 from 292,794
Change-12,088 (-4%)
Value$95.6M (-$7.8M)
Filed 2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED
Shares280,031 from 271,014
Change+9,017 (+3%)
Value$95.4M (-$339.6K)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares279,477 from 281,482
Change-2,005 (-1%)
Value$95.2M (-$4.2M)
Filed 2026-10-22
Lyell Wealth Management, LP
INCREASED
Shares276,741 from 254,136
Change+22,605 (+9%)
Value$94.3M (+$4.5M)
Filed 2026-10-30
Narwhal Capital Management
DECREASED
Shares274,700 from 278,904
Change-4,204 (-2%)
Value$93.6M (-$4.9M)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares271,465 from 256,623
Change+14,842 (+6%)
Value$92.5M (+$1.8M)
Filed 2026-10-23
Empire Life Investments Inc.
INCREASED
Shares271,216 from 268,758
Change+2,458 (+1%)
Value$92.4M (-$2.5M)
Filed 2026-11-06
Tctc Holdings, LLC
INCREASED
Shares270,669 from 270,429
Change+240 (+0%)
Value$92.2M (-$3.3M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares269,929 from 190,125
Change+79,804 (+42%)
Value$92.0M (+$24.8M)
Filed 2026-10-29
Baskin Financial Services Inc.
DECREASED
Shares266,449 from 273,909
Change-7,460 (-3%)
Value$90.8M (-$6.0M)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares266,232 from 272,496
Change-6,264 (-2%)
Value$90.7M (-$5.6M)
Filed 2026-10-14
Oppenheimer Asset Management Inc.
DECREASED
Shares263,702 from 268,759
Change-5,057 (-2%)
Value$89.9M (-$5.1M)
Filed 2026-10-27
Franklin Street Advisors Inc
INCREASED
Shares260,517 from 259,323
Change+1,194 (+0%)
Value$88.8M (-$2.9M)
Filed 2026-10-13
TB Alternative Assets Ltd.
INCREASED
Shares259,901 from 159,334
Change+100,567 (+63%)
Value$88.6M (+$32.3M)
Filed 2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares257,694 from 289,377
Change-31,683 (-11%)
Value$87.8M (-$14.4M)
Filed 2026-10-30
Regions Financial Corp
DECREASED
Shares257,053 from 264,555
Change-7,502 (-3%)
Value$87.6M (-$5.9M)
Filed 2026-11-05
Hartford Investment Management Co
DECREASED
Shares254,465 from 261,224
Change-6,759 (-3%)
Value$86.7M (-$5.6M)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares254,386 from 238,647
Change+15,739 (+7%)
Value$86.7M (+$2.4M)
Filed 2026-10-15
Diversify Wealth Management, LLC
INCREASED
Shares249,096 from 193,772
Change+55,324 (+29%)
Value$85.9M (+$22.6M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares249,096 from 193,772
Change+55,324 (+29%)
Value$85.9M (+$22.6M)
Filed 2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED
Shares248,705 from 262,046
Change-13,341 (-5%)
Value$84.7M (-$7.8M)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares248,201 from 241,030
Change+7,171 (+3%)
Value$69.1M (-$16.1M)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares246,759 from 250,543
Change-3,784 (-2%)
Value$84.1M (-$4.4M)
Filed 2026-10-23
Atwood & Palmer Inc
INCREASED
Shares237,063 from 236,545
Change+518 (+0%)
Value$80.8M (-$2.8M)
Filed 2026-10-08
New Mexico Educational Retirement Board
UNCHANGED
Shares235,980 from 235,980
Change0 (0%)
Value$80.4M (-$3.0M)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares235,882
Change+235,882
Value$80.4M
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED
Shares235,658 from 235,727
Change-69 (0%)
Value$80.3M (-$3.0M)
Filed 2026-10-30
Cohen Klingenstein LLC
DECREASED
Shares231,805 from 239,280
Change-7,475 (-3%)
Value$79.0M (-$5.6M)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares228,153 from 194,403
Change+33,750 (+17%)
Value$77.7M (+$9.1M)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares227,451 from 222,603
Change+4,848 (+2%)
Value$77.5M (-$1.2M)
Filed 2026-11-06
Bokf, NA
DECREASED
Shares225,561 from 242,983
Change-17,422 (-7%)
Value$76.9M (-$9.0M)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares225,405 from 218,711
Change+6,694 (+3%)
Value$76.8M (-$472.4K)
Filed 2026-10-21
Compound Planning, Inc.
DECREASED
Shares221,906 from 224,304
Change-2,398 (-1%)
Value$75.6M (-$3.6M)
Filed 2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares221,897 from 202,703
Change+19,194 (+9%)
Value$75.6M (+$4.0M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares221,533 from 215,763
Change+5,770 (+3%)
Value$75.4M (-$777.2K)
Filed 2026-10-28
Auto-Owners Insurance Co
DECREASED
Shares219,974 from 462,541
Change-242,567 (-52%)
Value$75.0M (-$88.5M)
Filed 2026-10-15
Talbot Financial, LLC
INCREASED
Shares217,674 from 215,738
Change+1,936 (+1%)
Value$74.2M (-$2.1M)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares215,338 from 214,796
Change+542 (+0%)
Value$73.4M (-$2.5M)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares215,232 from 225,963
Change-10,731 (-5%)
Value$73.3M (-$6.5M)
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares215,121 from 228,273
Change-13,152 (-6%)
Value$73.3M (-$7.4M)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED
Shares214,739 from 215,132
Change-393 (0%)
Value$73.2M (-$2.8M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares214,683 from 186,797
Change+27,886 (+15%)
Value$73.2M (+$7.2M)
Filed 2026-11-03
Carnegie Investment Counsel
DECREASED
Shares212,094 from 218,905
Change-6,811 (-3%)
Value$72.3M (-$5.1M)
Filed 2026-10-20
General American Investors Co Inc
UNCHANGED
Shares209,923 from 209,923
Change0 (0%)
Value$71.5M (-$2.6M)
Filed 2026-11-02
TrinityBridge Ltd
DECREASED
Shares207,551 from 351,544
Change-143,993 (-41%)
Value$70.7M (-$53.5M)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares206,291 from 213,484
Change-7,193 (-3%)
Value$70.3M (-$5.1M)
Filed 2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares205,633 from 184,231
Change+21,402 (+12%)
Value$70.1M (+$5.0M)
Filed 2026-10-27
J. L. Bainbridge & Co., Inc.
INCREASED
Shares202,867 from 193,480
Change+9,387 (+5%)
Value$69.1M (+$762.4K)
Filed 2026-10-20
Vestor Capital, LLC
INCREASED
Shares200,105 from 31,236
Change+168,869 (+541%)
Value$14.9K (-$3.2K)
Filed 2026-11-04
Yarbrough Capital, LLC
UNCHANGED
Shares199,960 from 199,960
Change0 (0%)
Value$68.1M (-$2.5M)
Filed 2026-10-19
Washington Trust Advisors, Inc.
DECREASED
Shares197,677 from 198,282
Change-605 (0%)
Value$67.4M (-$2.7M)
Filed 2026-10-22
Edgemoor Investment Advisors, Inc.
DECREASED
Shares197,087 from 201,966
Change-4,879 (-2%)
Value$67.2M (-$4.2M)
Filed 2026-11-03
Provident Investment Management, Inc.
DECREASED
Shares194,098 from 209,765
Change-15,667 (-7%)
Value$66.1M (-$8.0M)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares193,856 from 197,812
Change-3,956 (-2%)
Value$66.1M (-$3.8M)
Filed 2026-10-22
LEE Danner & Bass Inc
DECREASED
Shares193,196 from 196,918
Change-3,722 (-2%)
Value$65.8M (-$3.7M)
Filed 2026-10-27
Academy Capital Management
DECREASED
Shares193,184 from 199,040
Change-5,856 (-3%)
Value$65.8M (-$4.5M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares193,110 from 192,081
Change+1,029 (+1%)
Value$65.8M (-$2.1M)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares192,013 from 281,595
Change-89,582 (-32%)
Value$65.4M (-$34.1M)
Filed 2026-10-15
Clearstead Advisors, LLC
DECREASED
Shares191,546 from 192,546
Change-1,000 (-1%)
Value$65.3M (-$2.8M)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares190,693 from 188,042
Change+2,651 (+1%)
Value$65.0M (-$1.5M)
Filed 2026-10-16
Private Advisory Group LLC
DECREASED
Shares190,342 from 192,350
Change-2,008 (-1%)
Value$64.9M (-$3.1M)
Filed 2026-11-06
Addenda Capital Inc.
INCREASED
Shares185,508 from 173,791
Change+11,717 (+7%)
Value$63.2M (+$1.8M)
Filed 2026-10-13
Cache Advisors, LLC
INCREASED
Shares185,417 from 109,230
Change+76,187 (+70%)
Value$63.2M (+$24.6M)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares182,786 from 194,446
Change-11,660 (-6%)
Value$62.3M (-$6.4M)
Filed 2026-10-29
MKP Capital Management, L.L.C.
NEW
Shares182,000
Change+182,000
Value$62.0M
Filed 2026-11-04
Riverbridge Partners LLC
DECREASED
Shares179,233 from 189,147
Change-9,914 (-5%)
Value$61.1M (-$5.8M)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares178,708 from 155,536
Change+23,172 (+15%)
Value$60.9M (+$5.9M)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares178,481 from 178,659
Change-178 (0%)
Value$60.8M (-$2.3M)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares176,999 from 137,306
Change+39,693 (+29%)
Value$61.0M (+$12.3M)
Filed 2026-10-09
Avity Investment Management Inc.
DECREASED
Shares175,082 from 178,489
Change-3,407 (-2%)
Value$59.7M (-$3.4M)
Filed 2026-10-09
Noesis Capital Mangement Corp
INCREASED
Shares174,753 from 170,064
Change+4,689 (+3%)
Value$59.5M (-$543.4K)
Filed 2026-10-26
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED
Shares174,160 from 174,160
Change0 (0%)
Value$59.9M (-$2.3M)
Filed 2026-10-22
Barlow Wealth Partners, LLC
INCREASED
Shares173,691 from 173,030
Change+661 (+0%)
Value$59.9M (-$2.2M)
Filed 2026-10-15
Oakworth Capital, Inc.
INCREASED
Shares172,314 from 171,555
Change+759 (+0%)
Value$58.7M (-$2.1M)
Filed 2026-10-26
Greenwood Gearhart LLC
INCREASED
Shares170,587 from 164,650
Change+5,937 (+4%)
Value$58.1M (-$50.0K)
Filed 2026-11-02
Profund Advisors LLC
DECREASED
Shares169,059 from 176,091
Change-7,032 (-4%)
Value$57.6M (-$4.6M)
Filed 2026-10-29
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares168,823 from 169,420
Change-597 (0%)
Value$57.5M (-$2.3M)
Filed 2026-10-09
Birch Hill Investment Advisors LLC
DECREASED
Shares168,724 from 177,012
Change-8,288 (-5%)
Value$57.5M (-$5.1M)
Filed 2026-10-16
Tamar Securities, LLC
DECREASED
Shares167,786 from 167,990
Change-204 (0%)
Value$57.2M (-$2.2M)
Filed 2026-11-03
ProVise Management Group, LLC
DECREASED
Shares165,479 from 169,632
Change-4,153 (-2%)
Value$56.4M (-$3.6M)
Filed 2026-11-06
Granite Investment Partners, LLC
INCREASED
Shares164,886 from 163,324
Change+1,562 (+1%)
Value$56.2M (-$1.5M)
Filed 2026-11-04
Eagle Global Advisors LLC
DECREASED
Shares164,313 from 165,526
Change-1,213 (-1%)
Value$56.0M (-$2.5M)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares162,173 from 149,154
Change+13,019 (+9%)
Value$55.3M (+$2.6M)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares162,049 from 168,603
Change-6,554 (-4%)
Value$55.2M (-$4.4M)
Filed 2026-10-23
Braun Stacey Associates Inc
DECREASED
Shares161,571 from 162,551
Change-980 (-1%)
Value$55.1M (-$2.4M)
Filed 2026-10-19
Capital Investment Services of America, Inc.
DECREASED
Shares160,433 from 167,901
Change-7,468 (-4%)
Value$54.7M (-$4.7M)
Filed 2026-11-02
Saybrook Capital
UNCHANGED
Shares159,998 from 159,998
Change0 (0%)
Value$54.5M (-$2.0M)
Filed 2026-10-27
Farmers & Merchants Investments Inc
INCREASED
Shares159,547 from 152,949
Change+6,598 (+4%)
Value$54.4M (+$322.6K)
Filed 2026-10-22
Carret Asset Management, LLC
DECREASED
Shares159,078 from 163,271
Change-4,193 (-3%)
Value$54.2M (-$3.5M)
Filed 2026-11-04
CWA Asset Management Group, LLC
INCREASED
Shares157,751 from 157,285
Change+466 (+0%)
Value$53.8M (-$1.8M)
Filed 2026-10-19
Harbour Trust & Investment Management Co
DECREASED
Shares157,404 from 157,573
Change-169 (0%)
Value$53.6M (-$2.0M)
Filed 2026-10-28
Reynders McVeigh Capital Management, LLC
DECREASED
Shares157,341 from 159,384
Change-2,043 (-1%)
Value$53.6M (-$2.7M)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares156,720 from 152,073
Change+4,647 (+3%)
Value$53.4M (-$331.5K)
Filed 2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares155,322 from 157,550
Change-2,228 (-1%)
Value$52.9M (-$2.7M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares155,201 from 156,339
Change-1,138 (-1%)
Value$52.8M (-$2.4M)
Filed 2026-10-29
Nexus Investment Management ULC
DECREASED
Shares154,895 from 159,935
Change-5,040 (-3%)
Value$52.8M (-$3.7M)
Filed 2026-10-27
J. Safra Sarasin Holding AG
DECREASED
Shares151,712 from 156,993
Change-5,281 (-3%)
Value$48.8M (-$3.1M)
Filed 2026-10-26
Mirae Asset Securities (USA) Inc.
INCREASED
Shares150,322 from 105,646
Change+44,676 (+42%)
Value$51.2M (+$13.9M)
Filed 2026-10-15
Elyxium Wealth, LLC
INCREASED
Shares149,704 from 149,177
Change+527 (+0%)
Value$51.0M (-$1.7M)
Filed 2026-10-27
L. Roy Papp & Associates, LLP
DECREASED
Shares149,652 from 149,783
Change-131 (0%)
Value$51.0M (-$1.9M)
Filed 2026-10-21
Quintet Private Bank (Europe) S.A.
INCREASED
Shares147,958 from 109,491
Change+38,467 (+35%)
Value$50.4M (+$11.7M)
Filed 2026-10-08
Bennett Selby Investments LP
INCREASED
Shares147,933 from 145,202
Change+2,731 (+2%)
Value$50.4M (-$897.3K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares147,309 from 135,341
Change+11,968 (+9%)
Value$50.2M (+$2.4M)
Filed 2026-10-08
E. Ohman J:or Asset Management AB
INCREASED
Shares146,315 from 144,865
Change+1,450 (+1%)
Value$49.9M (-$1.3M)
Filed 2026-10-22
Evanson Financial, LLC
DECREASED
Shares145,806 from 145,926
Change-120 (0%)
Value$49.7M (-$1.9M)
Filed 2026-10-23
North Dakota State Investment Board
INCREASED
Shares145,630 from 140,182
Change+5,448 (+4%)
Value$49.6M (+$91.5K)
Filed 2026-10-27
Woodstock Corp
DECREASED
Shares143,603 from 144,760
Change-1,157 (-1%)
Value$48.9M (-$2.2M)
Filed 2026-10-13
KCM Investment Advisors LLC
DECREASED
Shares143,143 from 144,364
Change-1,221 (-1%)
Value$48.8M (-$2.2M)
Filed 2026-10-27
Tanager Wealth Management LLP
INCREASED
Shares142,666 from 133,626
Change+9,040 (+7%)
Value$48.6M (+$1.4M)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares142,298 from 140,565
Change+1,733 (+1%)
Value$48.5M (-$1.2M)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares141,998 from 148,967
Change-6,969 (-5%)
Value$48.4M (-$4.3M)
Filed 2026-10-27
Park Avenue Securities LLC
INCREASED
Shares141,716 from 137,935
Change+3,781 (+3%)
Value$48.3M (-$449.0K)
Filed 2026-10-26
Great Lakes Advisors, LLC
DECREASED
Shares141,440 from 209,188
Change-67,748 (-32%)
Value$48.2M (-$25.7M)
Filed 2026-11-06
Equitable Trust Co
DECREASED
Shares141,128 from 144,898
Change-3,770 (-3%)
Value$48.1M (-$3.1M)
Filed 2026-10-13
NBT Bank, N.A.
INCREASED
Shares139,510 from 138,526
Change+984 (+1%)
Value$47.5M (-$1.4M)
Filed 2026-10-21
Nixon Peabody Trust Co
INCREASED
Shares138,904 from 131,061
Change+7,843 (+6%)
Value$47.3M (+$1.0M)
Filed 2026-10-23
Meiji Yasuda America Inc
INCREASED
Shares137,713 from 110,964
Change+26,749 (+24%)
Value$46.9M (+$7.7M)
Filed 2026-10-22
Suncoast Equity Management
DECREASED
Shares137,288 from 138,777
Change-1,489 (-1%)
Value$46.8M (-$2.3M)
Filed 2026-11-03
Matrix Asset Advisors Inc
INCREASED
Shares137,196 from 135,829
Change+1,367 (+1%)
Value$46.7M (-$1.2M)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares137,057 from 127,665
Change+9,392 (+7%)
Value$46.7M (+$1.6M)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares136,842 from 136,886
Change-44 (0%)
Value$46.5M (-$1.9M)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
DECREASED
Shares136,611 from 137,369
Change-758 (-1%)
Value$46.5M (-$2.0M)
Filed 2026-10-16
Cullinan Associates Inc
INCREASED
Shares135,378 from 118,397
Change+16,981 (+14%)
Value$46.1M (+$4.3M)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares134,323 from 131,131
Change+3,192 (+2%)
Value$45.8M (-$564.0K)
Filed 2026-10-22
Appleton Partners Inc
DECREASED
Shares134,055 from 136,098
Change-2,043 (-1%)
Value$45.7M (-$2.4M)
Filed 2026-10-30
Burns J W & Co Inc
DECREASED
Shares133,857 from 134,085
Change-228 (0%)
Value$45.6M (-$1.8M)
Filed 2026-10-20
Raiffeisen Bank International AG
INCREASED
Shares132,872 from 107,427
Change+25,445 (+24%)
Value$44.8M (+$7.1M)
Filed 2026-10-28
Y.D. More Investments Ltd
DECREASED
Shares131,994 from 133,097
Change-1,103 (-1%)
Value$44.8M (-$2.2M)
Filed 2026-11-02
Abner Herrman & Brock LLC
DECREASED
Shares130,481 from 133,084
Change-2,603 (-2%)
Value$44.5M (-$2.6M)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares129,425 from 59,608
Change+69,817 (+117%)
Value$44.1M (+$23.0M)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares128,469 from 81,001
Change+47,468 (+59%)
Value$43.8M (+$15.2M)
Filed 2026-10-14
Neville Rodie & Shaw Inc
DECREASED
Shares128,353 from 129,074
Change-721 (-1%)
Value$43.7K (-$45.6M)
Filed 2026-10-05
Clifford Swan Investment Counsel LLC
DECREASED
Shares128,001 from 130,249
Change-2,248 (-2%)
Value$43.6M (-$2.4M)
Filed 2026-11-05
Overbrook Management Corp
DECREASED
Shares127,895 from 130,185
Change-2,290 (-2%)
Value$43.6M (-$2.4M)
Filed 2026-10-08
LS Investment Advisors, LLC
DECREASED
Shares126,548 from 127,502
Change-954 (-1%)
Value$43.1M (-$1.9M)
Filed 2026-10-13
Triglav Investments, D.O.O.
INCREASED
Shares126,540 from 114,540
Change+12,000 (+10%)
Value$43.1M (+$2.6M)
Filed 2026-11-06
Plato Investment Management Ltd
INCREASED
Shares126,401 from 122,845
Change+3,556 (+3%)
Value$43.2M (+$85.8K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares126,381 from 131,035
Change-4,654 (-4%)
Value$43.1M (-$3.2M)
Filed 2026-11-06
Securian Asset Management, Inc
DECREASED
Shares123,469 from 125,595
Change-2,126 (-2%)
Value$42.1M (-$1.4M)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares123,186 from 121,185
Change+2,001 (+2%)
Value$42.0M (-$843.7K)
Filed 2026-11-03
Mirador Capital Partners LP
INCREASED
Shares122,987 from 120,659
Change+2,328 (+2%)
Value$41.9M (-$725.9K)
Filed 2026-10-09
Tritonpoint Wealth, LLC
DECREASED
Shares122,848 from 124,270
Change-1,422 (-1%)
Value$41.9M (-$2.0M)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares122,644 from 103,452
Change+19,192 (+19%)
Value$41.8M (+$5.2M)
Filed 2026-10-29
Highland Capital Management, LLC
DECREASED
Shares121,425 from 152,497
Change-31,072 (-20%)
Value$41.4M (-$12.5M)
Filed 2026-10-26
YHB Investment Advisors, Inc.
DECREASED
Shares120,925 from 122,759
Change-1,834 (-1%)
Value$41.2M (-$2.2M)
Filed 2026-10-08
Investment House LLC
DECREASED
Shares120,354 from 188,492
Change-68,138 (-36%)
Value$41.0M (-$25.6M)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED
Shares120,271 from 123,285
Change-3,014 (-2%)
Value$40.9M (-$2.6M)
Filed 2026-10-26
GHP Investment Advisors, Inc.
DECREASED
Shares119,819 from 121,282
Change-1,463 (-1%)
Value$40.8M (-$2.0M)
Filed 2026-10-15
Miller Wealth Advisors, LLC
DECREASED
Shares119,468 from 120,316
Change-848 (-1%)
Value$40.7M (-$1.8M)
Filed 2026-11-02
Glenview Trust Co
DECREASED
Shares118,891 from 118,926
Change-35 (0%)
Value$40.5M (-$1.5M)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares118,783 from 119,546
Change-763 (-1%)
Value$40.5M (-$1.8M)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
DECREASED
Shares118,585 from 119,882
Change-1,297 (-1%)
Value$40.4M (-$2.0M)
Filed 2026-10-23
HUB Investment Partners, LLC
INCREASED
Shares118,521 from 105,803
Change+12,718 (+12%)
Value$40.4M (+$3.0M)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares118,413 from 117,312
Change+1,101 (+1%)
Value$40.3M (-$1.1M)
Filed 2026-11-05
Professional Advisory Services Inc
INCREASED
Shares118,368 from 113,672
Change+4,696 (+4%)
Value$40.3M (+$169.0K)
Filed 2026-10-08
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares117,868 from 116,894
Change+974 (+1%)
Value$40.2M (-$1.1M)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares117,785 from 111,890
Change+5,895 (+5%)
Value$40.1M (+$599.9K)
Filed 2026-10-22
ARS Wealth Advisors Group, LLC
DECREASED
Shares117,315 from 118,637
Change-1,322 (-1%)
Value$40.0M (-$1.9M)
Filed 2026-10-16
Heirloom Wealth Management
INCREASED
Shares117,297 from 115,104
Change+2,193 (+2%)
Value$40.0M (-$702.1K)
Filed 2026-10-14
Rubicon Global Capital Ltd
UNCHANGED
Shares117,070 from 117,070
Change0 (0%)
Value$39.9M (-$1.5M)
Filed 2026-10-28
Trust Asset Management LLC
UNCHANGED
Shares116,761 from 116,761
Change0 (0%)
Value$39.8M (-$1.5M)
Filed 2026-11-03
Matthew Goff Investment Advisor, LLC
DECREASED
Shares116,278 from 116,769
Change-491 (0%)
Value$39.6M (-$1.6M)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
DECREASED
Shares116,094 from 118,275
Change-2,181 (-2%)
Value$39.6M (-$2.2M)
Filed 2026-11-05
Cullen Investment Group, Ltd.
INCREASED
Shares116,063 from 112,029
Change+4,034 (+4%)
Value$40.5M (+$919.8K)
Filed 2026-10-13
Private Wealth Partners, LLC
DECREASED
Shares114,458 from 116,257
Change-1,799 (-2%)
Value$39.0M (-$2.1M)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares113,933 from 96,830
Change+17,103 (+18%)
Value$38.8M (+$4.6M)
Filed 2026-11-05
Forum Financial Management, LP
INCREASED
Shares112,648 from 106,845
Change+5,803 (+5%)
Value$38.4M (+$632.0K)
Filed 2026-10-16
Baxter Bros Inc
DECREASED
Shares112,625 from 114,457
Change-1,832 (-2%)
Value$38.4M (-$2.1M)
Filed 2026-11-04
Valeo Financial Advisors, LLC
DECREASED
Shares112,261 from 113,077
Change-816 (-1%)
Value$38.2M (-$1.7M)
Filed 2026-10-08
Chemistry Wealth Management LLC
INCREASED
Shares111,500 from 111,444
Change+56 (+0%)
Value$38.0M (-$1.4M)
Filed 2026-10-16
Sapient Capital LLC
DECREASED
Shares110,306 from 112,021
Change-1,715 (-2%)
Value$37.6M (-$2.0M)
Filed 2026-10-08
Levin Capital Strategies, L.P.
DECREASED
Shares109,938 from 110,123
Change-185 (0%)
Value$37.5M (-$1.4M)
Filed 2026-11-02
Parthenon LLC
DECREASED
Shares109,001 from 109,471
Change-470 (0%)
Value$37.1M (-$1.5M)
Filed 2026-10-22
Diversified Trust Co
DECREASED
Shares108,999 from 121,325
Change-12,326 (-10%)
Value$37.1M (-$5.7M)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
INCREASED
Shares108,996 from 108,200
Change+796 (+1%)
Value$37.1M (-$1.1M)
Filed 2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares108,804 from 114,293
Change-5,489 (-5%)
Value$37.1M (-$3.3M)
Filed 2026-10-13
Confluence Investment Management LLC
DECREASED
Shares108,432 from 115,450
Change-7,018 (-6%)
Value$36.9M (-$3.8M)
Filed 2026-10-01
Cardinal Point Capital Management ULC
INCREASED
Shares106,831 from 106,673
Change+158 (+0%)
Value$36.4M (-$1.3M)
Filed 2026-10-21
Kenora Financial, LLC
DECREASED
Shares106,600 from 107,431
Change-831 (-1%)
Value$36.3M (-$1.6M)
Filed 2026-10-20
Blume Capital Management, Inc.
DECREASED
Shares106,563 from 107,198
Change-635 (-1%)
Value$36.3M (-$1.6M)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares106,434 from 108,044
Change-1,610 (-1%)
Value$36.3M (-$1.9M)
Filed 2026-10-26
Boston Common Asset Management, LLC
DECREASED
Shares106,431 from 110,135
Change-3,704 (-3%)
Value$36.3M (-$2.6M)
Filed 2026-10-13
Progressive Investment Management Corp
DECREASED
Shares106,431 from 107,153
Change-722 (-1%)
Value$36.3M (-$1.6M)
Filed 2026-10-26
Wallington Asset Management, LLC
DECREASED
Shares106,087 from 106,437
Change-350 (0%)
Value$36.1M (-$1.5M)
Filed 2026-11-04
Mitchell Capital Management Co
DECREASED
Shares104,372 from 105,099
Change-727 (-1%)
Value$35.6M (-$1.6M)
Filed 2026-10-29
Cabot Wealth Management Inc
DECREASED
Shares103,407 from 106,339
Change-2,932 (-3%)
Value$35.2M (-$2.3M)
Filed 2026-11-05
OFI Invest Asset Management
DECREASED
Shares103,383 from 765,754
Change-662,371 (-86%)
Value$32.3M (-$205.5M)
Filed 2026-11-06
WP Advisors, LLC
INCREASED
Shares102,763 from 101,395
Change+1,368 (+1%)
Value$35.0M (-$810.1K)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares102,753 from 82,103
Change+20,650 (+25%)
Value$35.0M (+$6.0M)
Filed 2026-10-16
Strategic Planning Group, LLC
INCREASED
Shares101,553 from 95,828
Change+5,725 (+6%)
Value$34.6M (+$744.1K)
Filed 2026-10-22
Capital Investment Counsel, Inc
DECREASED
Shares101,413 from 106,559
Change-5,146 (-5%)
Value$34.6M (-$3.1M)
Filed 2026-10-20
Convergence Investment Partners, LLC
INCREASED
Shares101,009 from 58,495
Change+42,514 (+73%)
Value$34.4M (+$13.7M)
Filed 2026-10-28
V-Square Quantitative Management LLC
INCREASED
Shares100,792 from 96,207
Change+4,585 (+5%)
Value$34.3M (+$351.0K)
Filed 2026-10-15
Praxis Investment Management Inc
UNCHANGED
Shares100,630 from 100,630
Change0 (0%)
Value$34.3M (-$1.3M)
Filed 2026-11-03
Wealth Preservation Advisors, LLC
INCREASED
Shares100,267 from 99,833
Change+434 (+0%)
Value$34.2M (-$1.1M)
Filed 2026-11-05
Blue Grotto Capital, LLC
INCREASED
Shares100,000 from 50,000
Change+50,000 (+100%)
Value$34.1M (+$16.4M)
Filed 2026-11-04
Alta Advisers Ltd
INCREASED
Shares99,524 from 60,389
Change+39,135 (+65%)
Value$33.9M (+$12.6M)
Filed 2026-11-02
Simon Quick Advisors, LLC
INCREASED
Shares99,512 from 26,634
Change+72,878 (+274%)
Value$33.9M (+$24.5M)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares98,407 from 97,256
Change+1,151 (+1%)
Value$33.5M (-$832.2K)
Filed 2026-10-30
BG Investment Services, LLC
INCREASED
Shares98,115 from 1,669
Change+96,446 (+5779%)
Value$34.7M (+$34.1M)
Filed 2026-10-23
M. Kraus & Co
DECREASED
Shares97,704 from 99,097
Change-1,393 (-1%)
Value$33.3M (-$1.7M)
Filed 2026-10-20
Means Investment Co., Inc.
INCREASED
Shares97,658 from 96,351
Change+1,307 (+1%)
Value$33.3M (-$767.6K)
Filed 2026-11-03
Single Point Partners, LLC
DECREASED
Shares97,001 from 97,541
Change-540 (-1%)
Value$1.1M (-$227.3K)
Filed 2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares96,417 from 88,702
Change+7,715 (+9%)
Value$32.9M (+$1.5M)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares96,298 from 87,614
Change+8,684 (+10%)
Value$32.8M (+$1.9M)
Filed 2026-11-05
Citizens National Bank Trust Department
DECREASED
Shares96,256 from 96,962
Change-706 (-1%)
Value$32.8M (-$1.5M)
Filed 2026-11-04
AM Investment Strategies LLC
INCREASED
Shares96,184 from 92,676
Change+3,508 (+4%)
Value$32.8M (+$29.0K)
Filed 2026-11-05
Ardent Capital Management, Inc.
DECREASED
Shares95,881 from 97,666
Change-1,785 (-2%)
Value$32.7M (-$1.8M)
Filed 2026-10-16
Howard Capital Management, LLC
DECREASED
Shares95,269 from 95,677
Change-408 (0%)
Value$32.5M (-$1.3M)
Filed 2026-10-16
Baker Avenue Asset Management, LP
INCREASED
Shares95,199 from 89,992
Change+5,207 (+6%)
Value$32.4M (+$641.4K)
Filed 2026-11-06
Lester Murray Antman dba SimplyRich
DECREASED
Shares94,642 from 95,308
Change-666 (-1%)
Value$32.2M (-$1.4M)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED
Shares94,364 from 48,304
Change+46,060 (+95%)
Value$32.5M (+$15.3M)
Filed 2026-10-13
Principle Wealth Partners LLC
INCREASED
Shares94,270 from 93,995
Change+275 (+0%)
Value$32.1M (-$1.1M)
Filed 2026-11-02
China Universal Asset Management Co., Ltd.
INCREASED
Shares94,032 from 82,356
Change+11,676 (+14%)
Value$31.7M (+$2.6M)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares93,836 from 502,871
Change-409,035 (-81%)
Value$32.0M (-$145.7M)
Filed 2026-10-28
Rossmore Private Capital
DECREASED
Shares93,627 from 93,713
Change-86 (0%)
Value$31.9M (-$1.2M)
Filed 2026-10-27
Bailard, Inc.
DECREASED
Shares93,259 from 94,156
Change-897 (-1%)
Value$31.8M (-$1.5M)
Filed 2026-10-13
Armstrong Henry H Associates Inc
INCREASED
Shares92,723 from 92,688
Change+35 (+0%)
Value$31.6M (-$1.2M)
Filed 2026-10-07
Quilter Plc
INCREASED
Shares92,473 from 87,024
Change+5,449 (+6%)
Value$31.5M (+$761.1K)
Filed 2026-10-21
Adell Harriman & Carpenter Inc
DECREASED
Shares90,816 from 92,375
Change-1,559 (-2%)
Value$30.9M (-$1.7M)
Filed 2026-11-02
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares90,772 from 94,109
Change-3,337 (-4%)
Value$30.9M (-$2.3M)
Filed 2026-11-03
Bourne Lent Asset Management Inc
DECREASED
Shares89,903 from 95,190
Change-5,287 (-6%)
Value$30.6M (-$3.0M)
Filed 2026-11-05
Perennial Advisors, LLC
DECREASED
Shares88,647 from 88,966
Change-319 (0%)
Value$30.2M (-$1.2M)
Filed 2026-10-13
Northeast Investment Management
DECREASED
Shares88,483 from 93,042
Change-4,559 (-5%)
Value$30.1M (-$2.7M)
Filed 2026-10-30
Harvey Investment Co LLC
DECREASED
Shares88,459 from 93,469
Change-5,010 (-5%)
Value$30.1M (-$2.9M)
Filed 2026-10-20
Schmidt P J Investment Management Inc
DECREASED
Shares88,377 from 88,630
Change-253 (0%)
Value$30.1M (-$1.2M)
Filed 2026-11-02
Fulton Bank, N.A.
INCREASED
Shares88,241 from 77,200
Change+11,041 (+14%)
Value$30.1M (+$2.8M)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares87,858 from 73,478
Change+14,380 (+20%)
Value$29.9M (+$4.0M)
Filed 2026-10-30
Sheets Smith Wealth Management
DECREASED
Shares87,841 from 94,155
Change-6,314 (-7%)
Value$29.9M (-$3.3M)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares86,845 from 83,884
Change+2,961 (+4%)
Value$27.6M (+$850.4K)
Filed 2026-10-27
Associated Banc-Corp
DECREASED
Shares86,351 from 94,874
Change-8,523 (-9%)
Value$29.4M (-$4.1M)
Filed 2026-10-30
Goelzer Investment Management, Inc.
DECREASED
Shares86,333 from 86,369
Change-36 (0%)
Value$29.4M (-$1.1M)
Filed 2026-10-16
Allen Operations LLC
UNCHANGED
Shares85,441 from 85,441
Change0 (0%)
Value$29.1M (-$1.1M)
Filed 2026-11-03
Central Trust Co
DECREASED
Shares85,185 from 87,464
Change-2,279 (-3%)
Value$29.0M (-$1.9M)
Filed 2026-11-05
Jacobs & Co
DECREASED
Shares85,117 from 85,257
Change-140 (0%)
Value$29.0M (-$1.1M)
Filed 2026-10-09
Ninety One UK Ltd
INCREASED
Shares84,969 from 81,629
Change+3,340 (+4%)
Value$29.0M (+$110.4K)
Filed 2026-10-15
DDD Partners, LLC
INCREASED
Shares84,505 from 82,077
Change+2,428 (+3%)
Value$28.8M (-$205.8K)
Filed 2026-11-02
Attestor Capital Ltd
NEW
Shares84,150
Change+84,150
Value$28.7M
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares84,008 from 87,778
Change-3,770 (-4%)
Value$29.2M (-$2.7M)
Filed 2026-10-08
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares83,191 from 78,301
Change+4,890 (+6%)
Value$28.3M (+$662.0K)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares82,853 from 81,618
Change+1,235 (+2%)
Value$28.2M (-$606.5K)
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED
Shares82,667 from 69,863
Change+12,804 (+18%)
Value$28.2M (+$3.5M)
Filed 2026-10-23
Lmcg Investments, LLC
DECREASED
Shares82,497 from 83,942
Change-1,445 (-2%)
Value$28.1M (-$1.5M)
Filed 2026-10-21
Americana Partners, LLC
DECREASED
Shares82,284 from 87,330
Change-5,046 (-6%)
Value$28.0M (-$2.8M)
Filed 2026-10-28
Aljian Capital Management, LLC
DECREASED
Shares82,237 from 83,343
Change-1,106 (-1%)
Value$28.0M (-$1.4M)
Filed 2026-10-28
TLW Wealth Management, LLC
INCREASED
Shares82,137 from 81,443
Change+694 (+1%)
Value$28.0M (-$788.9K)
Filed 2026-10-27
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares82,105 from 84,341
Change-2,236 (-3%)
Value$28.0M (-$1.8M)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares82,086 from 82,325
Change-239 (0%)
Value$28.0M (-$1.1M)
Filed 2026-10-30
Asio Capital, LLC
INCREASED
Shares81,873 from 80,376
Change+1,497 (+2%)
Value$27.9M (-$501.8K)
Filed 2026-10-19
Fisher Funds Management LTD
INCREASED
Shares81,367 from 65,328
Change+16,039 (+25%)
Value$27.7M (+$4.6M)
Filed 2026-10-13
Tufton Capital Management
DECREASED
Shares81,108 from 82,589
Change-1,481 (-2%)
Value$27.6M (-$1.5M)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares80,681 from 54,240
Change+26,441 (+49%)
Value$27.5M (+$8.4M)
Filed 2026-10-13
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares80,584 from 82,365
Change-1,781 (-2%)
Value$27.5M (-$1.6M)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED
Shares80,378 from 80,108
Change+270 (+0%)
Value$27.4M (-$916.6K)
Filed 2026-10-05
Mirabaud & Cie SA
INCREASED
Shares80,337 from 79,562
Change+775 (+1%)
Value$27.4M (-$737.6K)
Filed 2026-10-27
NWF Advisory Services Inc.
INCREASED
Shares80,307 from 79,940
Change+367 (+0%)
Value$27.4M (-$881.3K)
Filed 2026-10-19
Bdf-Gestion
DECREASED
Shares79,695 from 95,522
Change-15,827 (-17%)
Value$27.2M (+$26.0M)
Filed 2026-10-19
Chicago Capital, LLC
DECREASED
Shares79,034 from 83,962
Change-4,928 (-6%)
Value$26.9M (-$2.7M)
Filed 2026-10-13
Kintegral Advisory, LLC
INCREASED
Shares78,609 from 78,165
Change+444 (+1%)
Value$26.8M (-$832.8K)
Filed 2026-10-16
GC Wealth Management RIA, LLC
INCREASED
Shares77,635 from 74,183
Change+3,452 (+5%)
Value$26.5M (+$242.6K)
Filed 2026-11-02
RPG Investment Advisory, LLC
DECREASED
Shares77,167 from 135,730
Change-58,563 (-43%)
Value$26.3M (-$21.7M)
Filed 2026-10-21
Cortland Associates Inc
DECREASED
Shares77,048 from 80,721
Change-3,673 (-5%)
Value$26.3M (-$2.3M)
Filed 2026-10-29
Trifecta Capital Advisors, LLC
INCREASED
Shares76,873 from 75,604
Change+1,269 (+2%)
Value$26.2M (-$519.5K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares76,695 from 74,614
Change+2,081 (+3%)
Value$26.1M (-$230.4K)
Filed 2026-10-23
True North Advisors, LLC
INCREASED
Shares76,600 from 1,079
Change+75,521 (+6999%)
Value$26.1M (+$25.7M)
Filed 2026-10-22
Van Cleef Asset Management,Inc
DECREASED
Shares76,171 from 77,299
Change-1,128 (-1%)
Value$26.0M (-$1.4M)
Filed 2026-10-20
Congress Asset Management Co
INCREASED
Shares75,582 from 63,061
Change+12,521 (+20%)
Value$25.8M (+$3.5M)
Filed 2026-10-06
71 West Capital Partners
DECREASED
Shares75,238 from 75,689
Change-451 (-1%)
Value$25.6M (-$1.1M)
Filed 2026-11-04
WealthPlan Investment Management, LLC
DECREASED
Shares74,385 from 80,454
Change-6,069 (-8%)
Value$25.3M (-$3.1M)
Filed 2026-10-15
Global X Japan Co., Ltd.
DECREASED
Shares73,823 from 87,579
Change-13,756 (-16%)
Value$25.2M (-$5.8M)
Filed 2026-10-21
Vest Financial, LLC
INCREASED
Shares73,444 from 71,967
Change+1,477 (+2%)
Value$25.0M (-$402.8K)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares73,319 from 71,704
Change+1,615 (+2%)
Value$25.0M (-$347.2K)
Filed 2026-10-15
Hamilton Point Investment Advisors, LLC
DECREASED
Shares73,054 from 85,755
Change-12,701 (-15%)
Value$24.9M (-$5.4M)
Filed 2026-11-03
West Wealth Group, LLC
INCREASED
Shares72,999 from 2,844
Change+70,155 (+2467%)
Value$986.6K (-$18.5K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares72,814 from 67,750
Change+5,064 (+7%)
Value$24.8M (+$872.5K)
Filed 2026-10-23
Parsons Capital Management Inc
DECREASED
Shares72,656 from 74,065
Change-1,409 (-2%)
Value$24.8M (-$1.4M)
Filed 2026-10-28
Patten & Patten Inc
DECREASED
Shares72,579 from 73,552
Change-973 (-1%)
Value$24.7M (-$1.3M)
Filed 2026-10-26
Udine Wealth Management, Inc.
INCREASED
Shares71,756 from 69,781
Change+1,975 (+3%)
Value$24.7M (-$247.8K)
Filed 2026-10-23
Apollon Financial, LLC
DECREASED
Shares71,179 from 71,239
Change-60 (0%)
Value$24.3M (-$917.4K)
Filed 2026-10-23
Orange Investment Advisors, Inc.
INCREASED
Shares70,410 from 69,548
Change+862 (+1%)
Value$24.0M (-$581.9K)
Filed 2026-10-23
Westwind Capital
DECREASED
Shares70,180 from 75,184
Change-5,004 (-7%)
Value$23.9M (-$2.7M)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
INCREASED
Shares69,846 from 67,475
Change+2,371 (+4%)
Value$23.8M (-$41.8K)
Filed 2026-10-13
Oarsman Capital, Inc.
DECREASED
Shares69,756 from 72,668
Change-2,912 (-4%)
Value$23.8M (-$1.9M)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares69,383 from 73,804
Change-4,421 (-6%)
Value$23.6M (-$2.4M)
Filed 2026-10-22
Scott & Selber, Inc.
DECREASED
Shares69,371 from 69,460
Change-89 (0%)
Value$23.6M (-$904.8K)
Filed 2026-10-21
Moors & Cabot, Inc.
INCREASED
Shares69,057 from 64,324
Change+4,733 (+7%)
Value$23.5M (+$802.9K)
Filed 2026-11-06
AMG National Trust Bank
DECREASED
Shares68,696 from 68,840
Change-144 (0%)
Value$23.4M (-$915.7K)
Filed 2026-11-05
Pioneer Trust Bank N A
INCREASED
Shares68,502 from 66,702
Change+1,800 (+3%)
Value$23.3M (-$226.4K)
Filed 2026-11-06
Lazard Freres Gestion S.A.S.
DECREASED
Shares68,039 from 86,821
Change-18,782 (-22%)
Value$23.2M (-$7.5M)
Filed 2026-11-03
Portfolio Design Labs, LLC
INCREASED
Shares67,936 from 67,381
Change+555 (+1%)
Value$23.1M (-$659.2K)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares67,611 from 63,241
Change+4,370 (+7%)
Value$23.0M (+$693.0K)
Filed 2026-11-05
Moran Wealth Management, LLC
DECREASED
Shares67,527 from 73,884
Change-6,357 (-9%)
Value$23.0M (-$3.1M)
Filed 2026-10-22
Cove Private Wealth, LLC
INCREASED
Shares67,181 from 65,832
Change+1,349 (+2%)
Value$22.9M (-$369.2K)
Filed 2026-10-28
Roberts Wealth Advisors, LLC
INCREASED
Shares66,807 from 66,296
Change+511 (+1%)
Value$22.8M (-$660.6K)
Filed 2026-10-14
Third View Private Wealth, LLC
INCREASED
Shares66,679 from 63,827
Change+2,852 (+4%)
Value$22.7M (+$168.2K)
Filed 2026-10-30
Trust Co of Toledo NA
DECREASED
Shares66,271 from 67,186
Change-915 (-1%)
Value$22.6M (-$1.2M)
Filed 2026-10-16
Calamos Wealth Management LLC
INCREASED
Shares66,195 from 63,913
Change+2,282 (+4%)
Value$22.6M (-$27.4K)
Filed 2026-11-02
Sepio Capital, LP
INCREASED
Shares65,370 from 46,170
Change+19,200 (+42%)
Value$22.3M (+$6.0M)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares65,000 from 65,000
Change0 (0%)
Value$22.1M (-$818.4K)
Filed 2026-10-19
J.Safra Asset Management Corp
INCREASED
Shares64,848 from 60,145
Change+4,703 (+8%)
Value$22.1M (+$845.2K)
Filed 2026-11-03
Rockline Wealth Management, LLC
INCREASED
Shares64,560 from 63,610
Change+950 (+1%)
Value$22.0M (-$477.2K)
Filed 2026-10-26
Traynor Capital Management, Inc.
INCREASED
Shares64,253 from 63,513
Change+740 (+1%)
Value$21.9M (-$547.5K)
Filed 2026-10-29
Aaron Wealth Advisors LLC
INCREASED
Shares64,234 from 55,428
Change+8,806 (+16%)
Value$21.9M (+$2.3M)
Filed 2026-10-13
Community Financial Services Group, LLC
DECREASED
Shares64,084 from 65,457
Change-1,373 (-2%)
Value$21.5M (-$2.0M)
Filed 2026-10-15
Culbertson A N & Co Inc
DECREASED
Shares64,014 from 64,958
Change-944 (-1%)
Value$21.8M (-$1.1M)
Filed 2026-10-21
Mengis Capital Management, Inc.
INCREASED
Shares63,966 from 63,775
Change+191 (+0%)
Value$21.8M (-$738.0K)
Filed 2026-10-13
Eastern Bank
INCREASED
Shares63,957 from 62,559
Change+1,398 (+2%)
Value$21.8M (-$311.3K)
Filed 2026-10-05
Courier Capital LLC
DECREASED
Shares63,311 from 66,941
Change-3,630 (-5%)
Value$21.6M (-$2.1M)
Filed 2026-10-19
Sweeney & Michel, LLC
DECREASED
Shares63,288 from 64,347
Change-1,059 (-2%)
Value$21.6M (-$1.2M)
Filed 2026-10-16
Harbor Investment Advisory, LLC
DECREASED
Shares62,819 from 64,099
Change-1,280 (-2%)
Value$21.4M (-$1.2M)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares62,656 from 30,489
Change+32,167 (+106%)
Value$21.3M (+$12.6M)
Filed 2026-10-13
Poehling Capital Management, Inc.
DECREASED
Shares62,575 from 63,278
Change-703 (-1%)
Value$21.3M (-$1.0M)
Filed 2026-10-20
Perryman Financial Advisory Inc
DECREASED
Shares62,493 from 62,717
Change-224 (0%)
Value$21.3M (-$866.1K)
Filed 2026-10-16
Avalon Capital Management
DECREASED
Shares62,264 from 64,136
Change-1,872 (-3%)
Value$21.2M (-$1.4M)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares61,896 from 61,850
Change+46 (+0%)
Value$21.1M (-$762.7K)
Filed 2026-10-26
Zions Bancorporation, National Association
DECREASED
Shares61,633 from 62,557
Change-924 (-1%)
Value$21.0M (-$1.1M)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares61,395 from 67,530
Change-6,135 (-9%)
Value$20.9M (-$2.9M)
Filed 2026-11-06
Wesbanco Bank Inc
DECREASED
Shares60,620 from 77,018
Change-16,398 (-21%)
Value$20.7M (-$6.6M)
Filed 2026-11-04
Woodmont Investment Counsel LLC
DECREASED
Shares60,536 from 60,756
Change-220 (0%)
Value$20.6M (-$839.8K)
Filed 2026-10-29
SVB Wealth LLC
DECREASED
Shares60,103 from 68,650
Change-8,547 (-12%)
Value$20.5M (-$3.8M)
Filed 2026-11-06
Penobscot Investment Management Company, Inc.
INCREASED
Shares59,960 from 59,885
Change+75 (+0%)
Value$20.4M (-$728.4K)
Filed 2026-10-26
Pegasus Asset Management, Inc.
INCREASED
Shares59,524 from 58,800
Change+724 (+1%)
Value$20.3M (-$493.6K)
Filed 2026-11-03
Nicollet Investment Management, Inc.
DECREASED
Shares59,517 from 60,959
Change-1,442 (-2%)
Value$20.3M (-$1.3M)
Filed 2026-10-14
Marks Group Wealth Management, Inc
DECREASED
Shares59,264 from 62,992
Change-3,728 (-6%)
Value$20.2M (-$2.1M)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares58,938 from 60,317
Change-1,379 (-2%)
Value$20.1M (-$1.2M)
Filed 2026-11-04
SP Asset Management LLC
INCREASED
Shares58,865 from 58,657
Change+208 (+0%)
Value$20.1M (-$667.6K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares58,854 from 58,684
Change+170 (+0%)
Value$20.1M (-$681.1K)
Filed 2026-10-22
Bender Robert & Associates
DECREASED
Shares58,685 from 64,314
Change-5,629 (-9%)
Value$20.0M (-$2.7M)
Filed 2026-10-21
Waldron Private Wealth LLC
DECREASED
Shares58,405 from 59,040
Change-635 (-1%)
Value$19.9M (-$959.9K)
Filed 2026-11-02
Shepherd Financial Partners LLC
DECREASED
Shares58,402 from 58,444
Change-42 (0%)
Value$19.9M (-$749.9K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares58,052 from 57,869
Change+183 (+0%)
Value$20.3M (-$188.6K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares57,799 from 58,140
Change-341 (-1%)
Value$19.7M (-$848.1K)
Filed 2026-10-26
Winch Advisory Services, LLC
DECREASED
Shares57,684 from 58,809
Change-1,125 (-2%)
Value$19.7M (-$1.1M)
Filed 2026-11-06
Quadrant Capital Group LLC
DECREASED
Shares57,592 from 360,611
Change-303,019 (-84%)
Value$20.1M (-$108.5M)
Filed 2026-10-20
Galvin, Gaustad & Stein, LLC
INCREASED
Shares57,013 from 56,638
Change+375 (+1%)
Value$19.4M (-$585.2K)
Filed 2026-10-08
Bretton Capital Management, LLC
UNCHANGED
Shares57,000 from 57,000
Change0 (0%)
Value$19.4M (-$717.6K)
Filed 2026-10-22
Chicago Trust Co NA
INCREASED
Shares56,926 from 46,367
Change+10,559 (+23%)
Value$19.4M (+$3.0M)
Filed 2026-10-28
Dillon & Associates Inc
DECREASED
Shares56,844 from 57,547
Change-703 (-1%)
Value$19.4M (-$930.0K)
Filed 2026-10-22
Inspire Trust Co, N.A.
DECREASED
Shares56,381 from 57,381
Change-1,000 (-2%)
Value$19.2M (-$1.1M)
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares56,155 from 54,042
Change+2,113 (+4%)
Value$19.1M (+$39.6K)
Filed 2026-10-14
Gouws Capital LLC
DECREASED
Shares55,562 from 55,662
Change-100 (0%)
Value$18.9M (-$734.9K)
Filed 2026-10-09
Nfsg Corp
INCREASED
Shares55,413 from 52,004
Change+3,409 (+7%)
Value$18.9M (+$506.8K)
Filed 2026-10-15
Manchester Capital Management LLC
DECREASED
Shares55,288 from 56,265
Change-977 (-2%)
Value$18.8M (-$1.0M)
Filed 2026-10-22
Brown Shipley& Co Ltd
INCREASED
Shares55,096 from 54,517
Change+579 (+1%)
Value$18.8M (-$489.1K)
Filed 2026-10-09
International Assets Investment Management, LLC
INCREASED
Shares54,942 from 53,918
Change+1,024 (+2%)
Value$18.4M (-$894.4K)
Filed 2026-11-02
Jcic Asset Management Inc.
DECREASED
Shares54,618 from 69,085
Change-14,467 (-21%)
Value$18.6M (-$1.2M)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares54,599 from 51,190
Change+3,409 (+7%)
Value$18.6M (+$517.2K)
Filed 2026-11-04
Cypress Asset Management Inc
INCREASED
Shares54,429 from 53,471
Change+958 (+2%)
Value$18.5M (-$346.8K)
Filed 2026-10-09
Masterinvest Kapitalanlage GmbH
DECREASED
Shares54,334 from 57,733
Change-3,399 (-6%)
Value$18.5M (-$1.9M)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares54,191 from 47,833
Change+6,358 (+13%)
Value$18.5M (+$1.6M)
Filed 2026-10-23
Shikiar Asset Management Inc
DECREASED
Shares54,121 from 55,158
Change-1,037 (-2%)
Value$18.4M (-$1.0M)
Filed 2026-10-20
HS Management Partners, LLC
DECREASED
Shares54,095 from 60,093
Change-5,998 (-10%)
Value$18.4M (-$2.8M)
Filed 2026-11-05
DCF Advisers, LLC
UNCHANGED
Shares54,000 from 54,000
Change0 (0%)
Value$18.4M (-$679.9K)
Filed 2026-11-04
Kercheville Advisors, LLC
INCREASED
Shares53,991 from 53,782
Change+209 (+0%)
Value$18.4M (-$605.9K)
Filed 2026-10-19
Kornitzer Capital Management Inc
DECREASED
Shares53,977 from 54,807
Change-830 (-2%)
Value$18.4M (-$972.8K)
Filed 2026-11-03
JLB & Associates Inc
DECREASED
Shares53,627 from 53,802
Change-175 (0%)
Value$18.9M (-$61.8K)
Filed 2026-10-27
Telos Capital Management, Inc.
DECREASED
Shares53,392 from 54,038
Change-646 (-1%)
Value$18.2M (-$900.4K)
Filed 2026-11-02
Howard Capital Management Group, LLC
DECREASED
Shares53,323 from 54,099
Change-776 (-1%)
Value$18.2M (-$945.2K)
Filed 2026-10-16
Parkside Investments, LLC
DECREASED
Shares53,145 from 53,528
Change-383 (-1%)
Value$18.4M (-$504.5K)
Filed 2026-10-20
Chronos Wealth Management, LLC
DECREASED
Shares52,956 from 53,071
Change-115 (0%)
Value$18.0M (-$707.3K)
Filed 2026-10-20
Ldic Inc.
INCREASED
Shares52,861 from 48,044
Change+4,817 (+10%)
Value$18.0M (+$1.0M)
Filed 2026-10-14
Chatham Capital Group, Inc.
DECREASED
Shares52,711 from 53,556
Change-845 (-2%)
Value$18.0M (-$962.2K)
Filed 2026-10-16
Garde Capital, Inc.
INCREASED
Shares52,615 from 52,558
Change+57 (+0%)
Value$17.9M (-$642.5K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares52,556 from 106,122
Change-53,566 (-50%)
Value$16.1M (-$19.5M)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
INCREASED
Shares52,451 from 52,061
Change+390 (+1%)
Value$17.9M (-$522.6K)
Filed 2026-10-14
Kelleher Financial Advisors
DECREASED
Shares52,379 from 92,845
Change-40,466 (-44%)
Value$17.8M (-$15.0M)
Filed 2026-10-30
Live Oak Private Wealth LLC
DECREASED
Shares52,196 from 56,357
Change-4,161 (-7%)
Value$17.8M (-$2.1M)
Filed 2026-11-02
Walter Public Investments Inc.
DECREASED
Shares52,005 from 67,916
Change-15,911 (-23%)
Value$17.7M (-$6.3M)
Filed 2026-11-05
Verdence Capital Advisors LLC
INCREASED
Shares51,830 from 37,850
Change+13,980 (+37%)
Value$17.7M (+$4.3M)
Filed 2026-10-26
Level Four Advisory Services, LLC
INCREASED
Shares51,635 from 50,492
Change+1,143 (+2%)
Value$17.6M (-$246.8K)
Filed 2026-11-06
Deuterium Capital Management, LLC
DECREASED
Shares51,510 from 61,812
Change-10,302 (-17%)
Value$17.6M (-$4.5M)
Filed 2026-11-04
MFF Capital Investments Ltd
UNCHANGED
Shares51,314 from 51,314
Change0 (0%)
Value$17.5M (-$646.0K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED
Shares51,278 from 50,302
Change+976 (+2%)
Value$17.5M (-$300.8K)
Filed 2026-11-04
Pacifica Partners Inc.
INCREASED
Shares51,190 from 51,010
Change+180 (+0%)
Value$17.1M (-$1.0M)
Filed 2026-10-09
3Chopt Investment Partners, LLC
INCREASED
Shares51,178 from 49,464
Change+1,714 (+3%)
Value$17.4M (-$38.7K)
Filed 2026-10-30
EagleClaw Capital Managment, LLC
DECREASED
Shares50,628 from 52,222
Change-1,594 (-3%)
Value$17.3M (-$1.2M)
Filed 2026-11-06
Gibraltar Capital Management, Inc.
INCREASED
Shares50,592 from 45,431
Change+5,161 (+11%)
Value$17.2M (+$1.2M)
Filed 2026-10-27
Rare Wolf Capital LLC
DECREASED
Shares50,497 from 50,683
Change-186 (0%)
Value$17.2M (-$701.5K)
Filed 2026-10-20
Pecaut & Co.
DECREASED
Shares50,072 from 52,934
Change-2,862 (-5%)
Value$17.1M (-$1.6M)
Filed 2026-10-27
Knuff & Co LLC
INCREASED
Shares50,015 from 48,471
Change+1,544 (+3%)
Value$17.0M (-$84.1K)
Filed 2026-11-06
Inscription Capital, LLC
DECREASED
Shares49,835 from 60,531
Change-10,696 (-18%)
Value$17.0M (-$4.4M)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
DECREASED
Shares49,679 from 50,599
Change-920 (-2%)
Value$16.9M (-$950.5K)
Filed 2026-11-04
Bfsg, LLC
INCREASED
Shares49,662 from 47,912
Change+1,750 (+4%)
Value$16.9M (-$6.7K)
Filed 2026-10-30
Channel Wealth LLC
INCREASED
Shares49,652 from 47,733
Change+1,919 (+4%)
Value$16.9M (+$53.0K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares49,646 from 40,702
Change+8,944 (+22%)
Value$16.9M (+$2.5M)
Filed 2026-10-21
HBK Sorce Advisory LLC
DECREASED
Shares49,354 from 53,497
Change-4,143 (-8%)
Value$13.9M (-$5.4M)
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares49,046 from 49,445
Change-399 (-1%)
Value$16.7M (-$758.5K)
Filed 2026-10-14
Lipe & Dalton
DECREASED
Shares48,957 from 49,227
Change-270 (-1%)
Value$16.7M (-$711.0K)
Filed 2026-10-15
Bahl & Gaynor LLC
DECREASED
Shares48,830 from 49,012
Change-182 (0%)
Value$16.6M (-$679.1K)
Filed 2026-11-05
Channing Capital Management, LLC
INCREASED
Shares48,757 from 25,596
Change+23,161 (+90%)
Value$16.6M (+$7.6M)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares48,422 from 47,495
Change+927 (+2%)
Value$16.5M (-$282.1K)
Filed 2026-11-03
N10 Wealth, LLC
INCREASED
Shares48,128 from 47,381
Change+747 (+2%)
Value$16.4M (-$342.0K)
Filed 2026-10-14
Chemung Canal Trust Co
DECREASED
Shares48,066 from 48,922
Change-856 (-2%)
Value$16.4M (-$907.6K)
Filed 2026-11-04
Resonant Capital Advisors, LLC
INCREASED
Shares47,879 from 47,520
Change+359 (+1%)
Value$16.3M (-$476.0K)
Filed 2026-10-15
Kazazian Asset Management, LLC
UNCHANGED
Shares47,677 from 47,677
Change0 (0%)
Value$16.2M (-$600.3K)
Filed 2026-11-02
Hedeker Wealth, LLC
DECREASED
Shares47,491 from 48,155
Change-664 (-1%)
Value$16.2M (-$832.5K)
Filed 2026-10-23
Dutch Asset Corp
INCREASED
Shares47,017 from 45,248
Change+1,769 (+4%)
Value$16.0M (+$33.1K)
Filed 2026-10-20
N10 Assets, LLC
INCREASED
Shares46,869 from 2,440
Change+44,429 (+1821%)
Value$16.0M (+$15.1M)
Filed 2026-10-14
Smithbridge Asset Management Inc
DECREASED
Shares46,848 from 46,934
Change-86 (0%)
Value$16.0M (-$620.2K)
Filed 2026-10-19
Segment Wealth Management, LLC
INCREASED
Shares46,691 from 44,982
Change+1,709 (+4%)
Value$15.9M (+$16.0K)
Filed 2026-10-26
Hikari Power Ltd
DECREASED
Shares46,500 from 110,990
Change-64,490 (-58%)
Value$15.8M (-$23.4M)
Filed 2026-10-30
Costello Asset Management, Inc
DECREASED
Shares46,477 from 46,689
Change-212 (0%)
Value$15.8M (-$660.1K)
Filed 2026-10-30
Long Road Investment Counsel, LLC
DECREASED
Shares46,369 from 48,549
Change-2,180 (-4%)
Value$15.8M (-$1.4M)
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares46,329 from 27,625
Change+18,704 (+68%)
Value$16.1M (+$6.3M)
Filed 2026-10-20
Howland Capital Management LLC
DECREASED
Shares45,863 from 46,988
Change-1,125 (-2%)
Value$15.6M (-$975.0K)
Filed 2026-10-22
Sarasin & Partners LLP
DECREASED
Shares45,542 from 48,328
Change-2,786 (-6%)
Value$15.5M (-$1.6M)
Filed 2026-10-13
Linscomb Wealth, Inc.
INCREASED
Shares45,542 from 44,427
Change+1,115 (+3%)
Value$15.5M (-$179.4K)
Filed 2026-11-05
Dana Investment Advisors, Inc.
INCREASED
Shares45,523 from 45,382
Change+141 (+0%)
Value$15.5M (-$523.3K)
Filed 2026-11-06
Hamel Associates, Inc.
DECREASED
Shares45,495 from 46,642
Change-1,147 (-2%)
Value$15.5M (-$968.0K)
Filed 2026-11-06
Pavion Blue Capital, LLC
DECREASED
Shares45,188 from 46,666
Change-1,478 (-3%)
Value$15.4M (-$1.1M)
Filed 2026-11-05
Searcy Financial Services Inc
DECREASED
Shares45,074 from 45,965
Change-891 (-2%)
Value$15.4M (-$882.2K)
Filed 2026-10-07
Phraction Management LLC
INCREASED
Shares44,903 from 44,885
Change+18 (+0%)
Value$15.3M (-$559.0K)
Filed 2026-10-14
Stolper Co
INCREASED
Shares44,871 from 44,833
Change+38 (+0%)
Value$15.3M (-$552.0K)
Filed 2026-10-13
Louisbourg Investments Inc.
DECREASED
Shares44,870 from 45,181
Change-311 (-1%)
Value$12.7M (-$570.7K)
Filed 2026-10-20
AIA Group Ltd
DECREASED
Shares44,819 from 64,932
Change-20,113 (-31%)
Value$15.3M (-$7.7M)
Filed 2026-10-30
Delta Financial Advisors LLC
DECREASED
Shares44,715 from 44,852
Change-137 (0%)
Value$15.2M (-$611.5K)
Filed 2026-10-27
Cigna Investments Inc
DECREASED
Shares44,390 from 44,871
Change-481 (-1%)
Value$15.1M (-$729.0K)
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares44,327 from 40,637
Change+3,690 (+9%)
Value$15.1M (+$745.9K)
Filed 2026-10-15
Romano Brothers and Company
DECREASED
Shares44,146 from 45,201
Change-1,055 (-2%)
Value$15.0M (-$928.5K)
Filed 2026-10-22
Fishman JAY A LTD
DECREASED
Shares44,130 from 44,231
Change-101 (0%)
Value$15.0M (-$591.3K)
Filed 2026-10-26
Old National Bancorp
DECREASED
Shares44,066 from 45,485
Change-1,419 (-3%)
Value$15.0M (-$1.1M)
Filed 2026-10-20
Fulcrum Asset Management LLP
DECREASED
Shares44,030 from 44,571
Change-541 (-1%)
Value$14.9M (-$804.7K)
Filed 2026-11-04
Baldwin Wealth Partners LLC
DECREASED
Shares43,989 from 45,427
Change-1,438 (-3%)
Value$15.0M (-$1.1M)
Filed 2026-10-13
Merrion Investment Management Co, LLC
DECREASED
Shares43,897 from 44,072
Change-175 (0%)
Value$15.0M (-$614.5K)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares43,794 from 147,687
Change-103,893 (-70%)
Value$14.9M (-$37.3M)
Filed 2026-11-04
Cypress Capital Group
INCREASED
Shares43,635 from 43,260
Change+375 (+1%)
Value$14.9M (-$416.9K)
Filed 2026-11-03
Quantum Private Wealth, LLC
DECREASED
Shares43,533 from 43,613
Change-80 (0%)
Value$14.8M (-$576.3K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares43,505 from 41,211
Change+2,294 (+6%)
Value$14.8M (+$262.6K)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
DECREASED
Shares43,308 from 43,711
Change-403 (-1%)
Value$14.8M (-$687.6K)
Filed 2026-10-07
KTF Investments, LLC
INCREASED
Shares43,250 from 42,967
Change+283 (+1%)
Value$14.7M (-$444.5K)
Filed 2026-10-23
Park State Asset Management
DECREASED
Shares43,109 from 47,279
Change-4,170 (-9%)
Value$14.7M (-$2.0M)
Filed 2026-11-02
CFM Wealth Partners LLC
DECREASED
Shares43,092 from 43,133
Change-41 (0%)
Value$14.7M (-$556.9K)
Filed 2026-11-05
Sky Investment Group LLC
INCREASED
Shares42,856 from 38,486
Change+4,370 (+11%)
Value$14.6M (+$1.0M)
Filed 2026-10-30
Kathmere Capital Management, LLC
INCREASED
Shares42,849 from 41,500
Change+1,349 (+3%)
Value$14.6M (-$63.1K)
Filed 2026-10-20
Ellis Investment Partners, LLC
INCREASED
Shares42,570 from 42,466
Change+104 (+0%)
Value$14.5M (-$499.4K)
Filed 2026-10-21
Axxion S.A.
UNCHANGED
Shares42,528 from 42,528
Change0 (0%)
Value$14.5M (-$535.4K)
Filed 2026-10-22
VCI Wealth Management LLC
INCREASED
Shares42,487 from 40,272
Change+2,215 (+6%)
Value$14.5M (+$247.7K)
Filed 2026-10-29
Cornerstone Advisory, LLC
INCREASED
Shares42,420 from 28,762
Change+13,658 (+47%)
Value$14.5M (+$4.3M)
Filed 2026-11-06
First American Bank
DECREASED
Shares42,412 from 44,131
Change-1,719 (-4%)
Value$14.5M (-$1.1M)
Filed 2026-10-27
Compass Wealth Management LLC
DECREASED
Shares42,412 from 43,802
Change-1,390 (-3%)
Value$14.5M (-$1.0M)
Filed 2026-10-22
Icici Prudential Asset Management Co Ltd
DECREASED
Shares42,400 from 42,411
Change-11 (0%)
Value$14.4M (-$537.7K)
Filed 2026-11-06
Avior Wealth Management, LLC
DECREASED
Shares42,388 from 44,670
Change-2,282 (-5%)
Value$14.4M (-$1.3M)
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares42,271 from 42,276
Change-5 (0%)
Value$14.4M (-$533.9K)
Filed 2026-10-20
Everhart Financial Group, Inc.
INCREASED
Shares42,263 from 41,600
Change+663 (+2%)
Value$14.4M (-$297.6K)
Filed 2026-10-08
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares41,889 from 47,972
Change-6,083 (-13%)
Value$14.3M (-$2.7M)
Filed 2026-10-20
LVW Advisors, LLC
DECREASED
Shares41,796 from 42,023
Change-227 (-1%)
Value$14.2M (-$606.4K)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares41,744 from 40,973
Change+771 (+2%)
Value$14.2M (-$254.0K)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares41,739 from 41,807
Change-68 (0%)
Value$14.2M (-$549.7K)
Filed 2026-11-05
New Hampshire Trust
INCREASED
Shares41,652 from 41,592
Change+60 (+0%)
Value$14.2M (-$503.2K)
Filed 2026-10-20
Pekin Hardy Strauss, Inc.
INCREASED
Shares41,194 from 40,288
Change+906 (+2%)
Value$14.0M (-$198.6K)
Filed 2026-11-02
Formidable Asset Management, LLC
DECREASED
Shares41,077 from 41,490
Change-413 (-1%)
Value$14.5M (+$2.5M)
Filed 2026-11-03
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares41,063 from 41,780
Change-717 (-2%)
Value$14.0M (-$770.3K)
Filed 2026-10-21
Verde Servicos Internacionais S.A.
NEW
Shares41,052
Change+41,052
Value$14.0M
Filed 2026-10-26
Marathon Capital Management
DECREASED
Shares40,971 from 41,357
Change-386 (-1%)
Value$14.0M (-$652.4K)
Filed 2026-10-23
Lawson Kroeker Investment Management Inc
DECREASED
Shares40,562 from 40,924
Change-362 (-1%)
Value$13.8M (-$638.6K)
Filed 2026-10-22
Capital Investment Advisors, LLC
INCREASED
Shares40,501 from 40,333
Change+168 (+0%)
Value$13.8M (-$450.2K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares40,341 from 41,093
Change-752 (-2%)
Value$13.7M (-$773.6K)
Filed 2026-10-16
Catalyst Financial Partners LLC
INCREASED
Shares39,904 from 37,552
Change+2,352 (+6%)
Value$13.6M (+$328.3K)
Filed 2026-11-06
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares39,746 from 51,454
Change-11,708 (-23%)
Value$13.5M (-$4.6M)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares39,684 from 25,568
Change+14,116 (+55%)
Value$13.5M (+$4.1M)
Filed 2026-11-02
Harbour Capital Advisors, LLC
INCREASED
Shares39,443 from 39,377
Change+66 (+0%)
Value$13.4M (-$540.2K)
Filed 2026-10-13
Prentiss Smith & Co Inc
DECREASED
Shares39,178 from 39,449
Change-271 (-1%)
Value$13.3M (-$589.0K)
Filed 2026-10-27
WoodTrust Financial Corp
DECREASED
Shares39,031 from 40,053
Change-1,022 (-3%)
Value$13.3M (-$853.0K)
Filed 2026-10-09
DLK Investment Management, LLC
DECREASED
Shares38,832 from 65,936
Change-27,104 (-41%)
Value$13.2M (+$1.1M)
Filed 2026-10-09
Contravisory Investment Management, Inc.
INCREASED
Shares38,615 from 38,104
Change+511 (+1%)
Value$13.2M (-$305.6K)
Filed 2026-10-13
TD Private Client Wealth LLC
DECREASED
Shares38,391 from 40,357
Change-1,966 (-5%)
Value$13.1M (-$1.2M)
Filed 2026-10-28
Bill Few Associates, Inc.
DECREASED
Shares38,272 from 39,797
Change-1,525 (-4%)
Value$13.0M (-$1.0M)
Filed 2026-10-09
Citizens & Northern Corp
DECREASED
Shares38,248 from 39,454
Change-1,206 (-3%)
Value$13.0M (-$907.7K)
Filed 2026-11-06
Cordatus Wealth Management LLC
DECREASED
Shares38,215 from 39,402
Change-1,187 (-3%)
Value$13.0M (-$900.5K)
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares38,164 from 38,161
Change+3 (+0%)
Value$13.0M (-$479.5K)
Filed 2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares37,813 from 37,813
Change0 (0%)
Value$13.4M ($0)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares37,802 from 36,000
Change+1,802 (+5%)
Value$12.9M (+$160.9K)
Filed 2026-10-20
Corbyn Investment Management Inc
DECREASED
Shares37,408 from 38,530
Change-1,122 (-3%)
Value$12.7M (-$867.4K)
Filed 2026-10-30
Fiera Capital Corp
INCREASED
Shares37,328 from 34,966
Change+2,362 (+7%)
Value$12.7M (+$364.6K)
Filed 2026-11-06
Monarch Capital Management Inc
INCREASED
Shares37,269 from 37,110
Change+159 (+0%)
Value$12.7M (-$413.0K)
Filed 2026-10-19
Clay Northam Wealth Management, LLC
DECREASED
Shares37,210 from 37,305
Change-95 (0%)
Value$12.7M (-$502.0K)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares37,180 from 36,937
Change+243 (+1%)
Value$12.7M (-$382.2K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares37,144 from 36,205
Change+939 (+3%)
Value$12.7M (-$135.8K)
Filed 2026-10-16
GFS Advisors, LLC
INCREASED
Shares36,969 from 35,230
Change+1,739 (+5%)
Value$12.6M (+$12.5M)
Filed 2026-11-03
Huntleigh Advisors, Inc.
INCREASED
Shares36,847 from 36,082
Change+765 (+2%)
Value$12.6M (-$193.5K)
Filed 2026-11-03
Oxler Private Wealth LLC
DECREASED
Shares36,783 from 36,817
Change-34 (0%)
Value$12.5M (-$475.2K)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares36,578 from 36,288
Change+290 (+1%)
Value$12.5M (-$357.9K)
Filed 2026-10-27
GenTrust, LLC
INCREASED
Shares36,562 from 36,163
Change+399 (+1%)
Value$12.5M (-$319.3K)
Filed 2026-11-06
Premier Path Wealth Partners, LLC
DECREASED
Shares36,397 from 37,195
Change-798 (-2%)
Value$12.4M (-$740.4K)
Filed 2026-10-16
AMI Investment Management Inc
INCREASED
Shares36,277 from 34,648
Change+1,629 (+5%)
Value$12.4M (+$118.7K)
Filed 2026-10-27
Heck Capital Advisors, LLC
INCREASED
Shares36,229 from 22,229
Change+14,000 (+63%)
Value$12.3M (+$4.5M)
Filed 2026-10-14
Ahara Advisors LLC
INCREASED
Shares36,160 from 35,294
Change+866 (+2%)
Value$12.3M (-$149.2K)
Filed 2026-10-29
Aspiriant, LLC
DECREASED
Shares36,157 from 40,883
Change-4,726 (-12%)
Value$12.3M (-$2.1M)
Filed 2026-10-16
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares36,139 from 35,509
Change+630 (+2%)
Value$12.3M (-$232.8K)
Filed 2026-10-29
M Holdings Securities, Inc.
INCREASED
Shares36,138 from 35,337
Change+801 (+2%)
Value$10.3K (-$12.4M)
Filed 2026-11-03
Mount Vernon Associates Inc
DECREASED
Shares36,137 from 37,481
Change-1,344 (-4%)
Value$12.3M (-$930.0K)
Filed 2026-10-26
Procyon Advisors, LLC
INCREASED
Shares36,030 from 33,351
Change+2,679 (+8%)
Value$12.3M (+$493.0K)
Filed 2026-10-21
Bradyco, Inc.
NEW
Shares36,029
Change+36,029
Value$12.3M
Filed 2026-11-03
Triangle Securities Wealth Management
DECREASED
Shares35,890 from 36,433
Change-543 (-1%)
Value$12.2M (-$643.7K)
Filed 2026-10-14
RMR Wealth Builders
INCREASED
Shares35,885 from 35,060
Change+825 (+2%)
Value$12.2M (-$160.0K)
Filed 2026-10-22
Bell Bank
INCREASED
Shares35,851 from 35,005
Change+846 (+2%)
Value$12.2M (-$152.4K)
Filed 2026-10-21
Accredited Investors Inc.
DECREASED
Shares35,831 from 36,281
Change-450 (-1%)
Value$12.2M (-$610.0K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
DECREASED
Shares35,823 from 37,484
Change-1,661 (-4%)
Value$12.2M (-$1.0M)
Filed 2026-10-13
Kingstone Capital Partners Texas, LLC
INCREASED
Shares35,663 from 35,646
Change+17 (+0%)
Value$12.2M (-$443.0K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares35,656 from 34,192
Change+1,464 (+4%)
Value$12.1K (-$12.1M)
Filed 2026-10-02
Lake Street Private Wealth, LLC
DECREASED
Shares35,592 from 36,060
Change-468 (-1%)
Value$12.1M (-$613.8K)
Filed 2026-10-22
SeaBridge Investment Advisors LLC
INCREASED
Shares35,543 from 32,890
Change+2,653 (+8%)
Value$12.1M (+$489.9K)
Filed 2026-11-02
Integrity Alliance, Llc.
DECREASED
Shares35,531 from 38,612
Change-3,081 (-8%)
Value$12.1M (-$1.5M)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED
Shares35,391 from 36,707
Change-1,316 (-4%)
Value$12.1M (-$910.8K)
Filed 2026-10-08
Personal CFO Solutions, LLC
DECREASED
Shares35,362 from 56,356
Change-20,994 (-37%)
Value$12.0M (-$8.1M)
Filed 2026-11-06
Canton Hathaway, LLC
UNCHANGED
Shares35,245 from 35,245
Change0 (0%)
Value$12.0M (-$443.7K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares35,143 from 32,506
Change+2,637 (+8%)
Value$12.0M (+$489.2K)
Filed 2026-11-04
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares35,050 from 35,050
Change0 (0%)
Value$11.9M (-$441.3K)
Filed 2026-10-30
Philadelphia Trust Co
DECREASED
Shares35,035 from 50,651
Change-15,616 (-31%)
Value$11.9M (-$6.0M)
Filed 2026-11-05
Eastover Investment Advisors LLC
DECREASED
Shares34,978 from 35,671
Change-693 (-2%)
Value$11.9M (-$685.2K)
Filed 2026-10-05
Benin Management Corp
INCREASED
Shares34,797 from 34,212
Change+585 (+2%)
Value$11.9M (-$231.4K)
Filed 2026-10-22
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares34,650 from 35,891
Change-1,241 (-3%)
Value$11.8M (-$874.7K)
Filed 2026-10-21
Griffin Asset Management, Inc.
DECREASED
Shares34,526 from 35,356
Change-830 (-2%)
Value$11.8M (-$727.9K)
Filed 2026-10-22
Columbia Asset Management
DECREASED
Shares34,442 from 34,812
Change-370 (-1%)
Value$11.7M (-$564.4K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
INCREASED
Shares34,236 from 32,387
Change+1,849 (+6%)
Value$11.8M (+$413.5K)
Filed 2026-10-22
Princeton Global Asset Management LLC
DECREASED
Shares34,063 from 34,642
Change-579 (-2%)
Value$11.6M (-$633.5K)
Filed 2026-10-21
Decker Wealth Management LLC
INCREASED
Shares34,057 from 32,915
Change+1,142 (+3%)
Value$11.6M (-$25.3K)
Filed 2026-10-09
Intesa Sanpaolo Wealth Management
INCREASED
Shares33,977 from 33,840
Change+137 (+0%)
Value$11.6M (-$378.3K)
Filed 2026-10-28
Steinberg Asset Management LLC
DECREASED
Shares33,738 from 33,773
Change-35 (0%)
Value$11.5M (-$437.1K)
Filed 2026-10-29
Baker Ellis Asset Management LLC
DECREASED
Shares33,671 from 34,186
Change-515 (-2%)
Value$11.5M (-$605.9K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares33,421 from 35,701
Change-2,280 (-6%)
Value$11.4M (-$1.2M)
Filed 2026-10-27
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares33,419 from 33,419
Change0 (0%)
Value$11.4M (-$420.7K)
Filed 2026-10-05
Soltis Investment Advisors LLC
DECREASED
Shares33,274 from 34,481
Change-1,207 (-3%)
Value$11.3M (-$845.6K)
Filed 2026-10-28
Fire Capital Management LLC
INCREASED
Shares33,249 from 8,648
Change+24,601 (+284%)
Value$11.3M (+$8.3M)
Filed 2026-10-27
Inlet Private Wealth, LLC
DECREASED
Shares33,132 from 33,182
Change-50 (0%)
Value$11.3M (-$434.8K)
Filed 2026-10-21
Roman Butler Fullerton & Co
INCREASED
Shares32,910 from 32,483
Change+427 (+1%)
Value$11.2M (-$196.1K)
Filed 2026-10-27
Titleist Asset Management, LLC
INCREASED
Shares32,860 from 31,873
Change+987 (+3%)
Value$11.2M (-$64.9K)
Filed 2026-10-08
Applied Finance Capital Management, LLC
DECREASED
Shares32,692 from 40,000
Change-7,308 (-18%)
Value$11.1M (-$3.0M)
Filed 2026-11-03
Stone Summit Wealth LLC
DECREASED
Shares32,669 from 35,941
Change-3,272 (-9%)
Value$11.1M (-$1.6M)
Filed 2026-10-14
Confluence Wealth Services, Inc.
DECREASED
Shares32,599 from 34,597
Change-1,998 (-6%)
Value$11.1M (-$1.1M)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares32,500 from 20,931
Change+11,569 (+55%)
Value$11.1M (+$3.7M)
Filed 2026-10-26
Nilsine Partners, LLC
INCREASED
Shares32,444 from 30,619
Change+1,825 (+6%)
Value$11.1M (+$236.4K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares32,421 from 32,304
Change+117 (+0%)
Value$11.0M (-$366.6K)
Filed 2026-10-29
Pictet North America Advisors SA
INCREASED
Shares32,412 from 32,136
Change+276 (+1%)
Value$11.0M (-$310.5K)
Filed 2026-10-21
180 GPS Investments IC Ltd
UNCHANGED
Shares32,331 from 32,331
Change0 (0%)
Value$11.0M (-$407.0K)
Filed 2026-11-06
Colorado Capital Management, Inc.
UNCHANGED
Shares32,328 from 32,328
Change0 (0%)
Value$11.0M (-$408.0K)
Filed 2026-10-15
SFE Investment Counsel
INCREASED
Shares32,324 from 32,233
Change+91 (+0%)
Value$11.0M (-$374.8K)
Filed 2026-10-29
Manske Wealth Management
INCREASED
Shares32,116 from 30,094
Change+2,022 (+7%)
Value$10.9M (+$310.2K)
Filed 2026-10-26
Integrity Wealth Advisors, Inc.
NEW
Shares32,084
Change+32,084
Value$10.9M
Filed 2026-10-29
Klingman & Associates, LLC
INCREASED
Shares32,077 from 31,594
Change+483 (+2%)
Value$10.9M (-$233.2K)
Filed 2026-10-20
Curbstone Financial Management Corp
DECREASED
Shares31,959 from 33,157
Change-1,198 (-4%)
Value$10.9M (-$825.7K)
Filed 2026-10-21
Snider Financial Group
DECREASED
Shares31,944 from 32,713
Change-769 (-2%)
Value$10.9M (-$674.1K)
Filed 2026-10-16
Sovran Advisors, LLC
DECREASED
Shares31,924 from 36,963
Change-5,039 (-14%)
Value$9.0M (-$3.3M)
Filed 2026-11-02
Westside Investment Management, Inc.
DECREASED
Shares31,591 from 31,625
Change-34 (0%)
Value$10.8M (-$414.0K)
Filed 2026-11-02
CoreCap Advisors, LLC
DECREASED
Shares31,557 from 31,733
Change-176 (-1%)
Value$10.8M (-$459.2K)
Filed 2026-10-08
Aprio Wealth Management, LLC
INCREASED
Shares31,494 from 29,643
Change+1,851 (+6%)
Value$10.7M (+$257.3K)
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares31,386 from 127,825
Change-96,439 (-75%)
Value$10.7M (-$34.5M)
Filed 2026-11-05
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares31,343 from 30,795
Change+548 (+2%)
Value$10.7M (-$201.0K)
Filed 2026-10-30
Claro Advisors Inc.
INCREASED
Shares31,238 from 30,020
Change+1,218 (+4%)
Value$10.6M (+$37.3K)
Filed 2026-11-02
Ulland Investment Advisors, LLC
DECREASED
Shares30,680 from 31,060
Change-380 (-1%)
Value$10.5M (-$520.0K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares30,662 from 31,522
Change-860 (-3%)
Value$10.4M (-$690.1K)
Filed 2026-11-05
Parkside Financial Bank & Trust
INCREASED
Shares30,649 from 30,490
Change+159 (+1%)
Value$10.4M (-$329.6K)
Filed 2026-10-27
Ellsworth Advisors, LLC
DECREASED
Shares30,603 from 30,710
Change-107 (0%)
Value$10.4M (-$941.3K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares30,558 from 31,015
Change-457 (-1%)
Value$10.4M (-$546.2K)
Filed 2026-11-04
Perpetual Ltd
DECREASED
Shares30,510 from 30,532
Change-22 (0%)
Value$10.4M (-$391.9K)
Filed 2026-10-13
Running Oak Capital LLC
INCREASED
Shares30,359 from 29,385
Change+974 (+3%)
Value$10.3M (-$38.1K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
DECREASED
Shares30,183 from 30,713
Change-530 (-2%)
Value$10.3M (-$567.3K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
INCREASED
Shares30,180 from 24,651
Change+5,529 (+22%)
Value$10.3M (+$1.6M)
Filed 2026-11-02
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares30,075 from 30,315
Change-240 (-1%)
Value$10.2M (-$463.4K)
Filed 2026-11-02
Hall Laurie J Trustee
DECREASED
Shares29,980 from 30,070
Change-90 (0%)
Value$10.2M (-$409.2K)
Filed 2026-10-06
Stenger Family Office, LLC
INCREASED
Shares29,933 from 26,143
Change+3,790 (+15%)
Value$10.5M (+$1.2M)
Filed 2026-10-22
Elevatus Welath Management
DECREASED
Shares29,886 from 30,340
Change-454 (-1%)
Value$10.2M (-$536.4K)
Filed 2026-10-19
Private Capital Advisors, Inc.
DECREASED
Shares29,869 from 30,133
Change-264 (-1%)
Value$10.2M (-$469.3K)
Filed 2026-10-06
Moody National Bank Trust Division
INCREASED
Shares29,763 from 26,606
Change+3,157 (+12%)
Value$10.1M (+$740.7K)
Filed 2026-10-06
Birch Capital Management, LLC
INCREASED
Shares29,730 from 29,603
Change+127 (+0%)
Value$10.1M (-$329.4K)
Filed 2026-10-27
Maytree Asset Management Ltd
NEW
Shares29,720
Change+29,720
Value$10.1M
Filed 2026-10-29
Sustainable Insight Capital Management, LLC
DECREASED
Shares29,600 from 31,640
Change-2,040 (-6%)
Value$10.1M (-$1.1M)
Filed 2026-11-06
Gratus Wealth Advisors, LLC
INCREASED
Shares29,534 from 29,356
Change+178 (+1%)
Value$10.1M (-$308.9K)
Filed 2026-10-26
CRA Financial Services, LLC
INCREASED
Shares29,512 from 29,429
Change+83 (+0%)
Value$10.1M (-$342.1K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares29,474 from 28,770
Change+704 (+2%)
Value$10.0M (-$122.2K)
Filed 2026-10-21
Financial Perspectives, Inc
INCREASED
Shares29,297 from 28,624
Change+673 (+2%)
Value$10.0M (-$130.9K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
DECREASED
Shares29,295 from 29,963
Change-668 (-2%)
Value$10.1M (-$484.4K)
Filed 2026-10-27
Roffman Miller Associates Inc
INCREASED
Shares29,209 from 28,555
Change+654 (+2%)
Value$10.0M (-$136.6K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
DECREASED
Shares29,198 from 29,300
Change-102 (0%)
Value$9.9M (-$403.8K)
Filed 2026-10-19
Tema Etfs LLC
DECREASED
Shares29,196 from 29,644
Change-448 (-2%)
Value$9.9M (-$525.9K)
Filed 2026-10-16
Keudell ison Wealth Management
INCREASED
Shares29,152 from 29,028
Change+124 (+0%)
Value$9.9M (-$322.9K)
Filed 2026-10-16
SS&H Financial Advisors, Inc.
INCREASED
Shares29,120 from 27,620
Change+1,500 (+5%)
Value$9.9M (+$163.0K)
Filed 2026-10-28
Cottage Street Advisors LLC
DECREASED
Shares29,047 from 29,988
Change-941 (-3%)
Value$9.9M (-$727.0K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
INCREASED
Shares28,872 from 28,709
Change+163 (+1%)
Value$9.8M (-$306.0K)
Filed 2026-10-22
Essex Bank
DECREASED
Shares28,864 from 29,207
Change-343 (-1%)
Value$9.8M (-$484.6K)
Filed 2026-10-16
Diversified Enterprises, LLC
INCREASED
Shares28,744 from 25,571
Change+3,173 (+12%)
Value$9.8M (+$759.3K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares28,628 from 32,887
Change-4,259 (-13%)
Value$9.8M (-$1.9M)
Filed 2026-10-20
Moneco Advisors, LLC
INCREASED
Shares28,584 from 28,159
Change+425 (+2%)
Value$9.7M (-$209.9K)
Filed 2026-11-05
BlueSky Wealth Advisors, LLC
DECREASED
Shares28,398 from 29,141
Change-743 (-3%)
Value$9.7M (-$620.1K)
Filed 2026-10-29
WT Wealth Management
DECREASED
Shares28,319 from 33,419
Change-5,100 (-15%)
Value$9.6M (-$2.2M)
Filed 2026-10-13
Trail Ridge Investment Advisors, LLC
DECREASED
Shares28,223 from 28,885
Change-662 (-2%)
Value$9.6M (-$589.2K)
Filed 2026-10-16
Wealth Analytics Partners, LLC
DECREASED
Shares28,187 from 28,854
Change-667 (-2%)
Value$9.6M (-$706.1K)
Filed 2026-10-19
Elite Wealth Management, Inc.
INCREASED
Shares28,167 from 11,544
Change+16,623 (+144%)
Value$9.6M (+$5.5M)
Filed 2026-11-03
Rockland Trust Co
DECREASED
Shares28,099 from 28,231
Change-132 (0%)
Value$9.6M (-$400.4K)
Filed 2026-10-05
StoneX Group Inc.
DECREASED
Shares27,965 from 28,022
Change-57 (0%)
Value$9.6M (-$433.0K)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares27,949 from 30,582
Change-2,633 (-9%)
Value$9.5M (-$1.3M)
Filed 2026-10-08
Birinyi Associates Inc
DECREASED
Shares27,901 from 27,905
Change-4 (0%)
Value$9.5M (-$353.0K)
Filed 2026-10-28
Postrock Partners LLC
UNCHANGED
Shares27,890 from 27,890
Change0 (0%)
Value$9.5M (-$351.1K)
Filed 2026-11-02
Portside Wealth Group, LLC
DECREASED
Shares27,880 from 28,782
Change-902 (-3%)
Value$9.5M (-$669.6K)
Filed 2026-10-20
Centerpoint Advisors, LLC
DECREASED
Shares27,841 from 28,085
Change-244 (-1%)
Value$9.5M (-$436.0K)
Filed 2026-11-05
111 Capital
DECREASED
Shares27,798 from 29,941
Change-2,143 (-7%)
Value$9.5M (-$1.1M)
Filed 2026-11-03
Riggs Asset Managment Co. Inc.
INCREASED
Shares27,777 from 27,130
Change+647 (+2%)
Value$9.5M (-$121.1K)
Filed 2026-11-05
HCR Wealth Advisors
INCREASED
Shares27,776 from 27,207
Change+569 (+2%)
Value$9.5M (-$148.5K)
Filed 2026-10-15
Wynn Capital, LLC
INCREASED
Shares27,745 from 27,742
Change+3 (+0%)
Value$9.5M (-$348.2K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
INCREASED
Shares27,713 from 26,616
Change+1,097 (+4%)
Value$9.4M (+$38.9K)
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares27,710 from 27,971
Change-261 (-1%)
Value$9.4M (-$441.1K)
Filed 2026-10-14
Next Level Private LLC
INCREASED
Shares27,702 from 27,523
Change+179 (+1%)
Value$9.4M (-$285.6K)
Filed 2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED
Shares27,622 from 27,486
Change+136 (+0%)
Value$9.4M (-$299.7K)
Filed 2026-10-19
Nemes Rush Group LLC
INCREASED
Shares27,540 from 22,623
Change+4,917 (+22%)
Value$9.4M (+$1.4M)
Filed 2026-11-04
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares27,526 from 27,414
Change+112 (+0%)
Value$9.4M (-$307.0K)
Filed 2026-10-19
Orca Investment Management, LLC
DECREASED
Shares27,501 from 32,875
Change-5,374 (-16%)
Value$9.4M (-$2.2M)
Filed 2026-10-29
Northside Capital Management, LLC
INCREASED
Shares27,483 from 27,173
Change+310 (+1%)
Value$9.4M (-$236.5K)
Filed 2026-10-13
Cooper Capital Advisors LLC
INCREASED
Shares27,409 from 26,849
Change+560 (+2%)
Value$9.3M (-$147.1K)
Filed 2026-10-29
Nadler Financial Group, Inc.
INCREASED
Shares27,408 from 27,377
Change+31 (+0%)
Value$9.3M (-$334.1K)
Filed 2026-10-23
Clarity Wealth Advisors, LLC
DECREASED
Shares27,374 from 27,459
Change-85 (0%)
Value$9.3M (-$374.7K)
Filed 2026-10-21
Blue Fin Capital, Inc.
DECREASED
Shares27,329 from 27,335
Change-6 (0%)
Value$9.3M (-$346.2K)
Filed 2026-10-28
Verus Capital Partners, LLC
DECREASED
Shares27,312 from 28,623
Change-1,311 (-5%)
Value$9.3M (-$807.4K)
Filed 2026-11-03
Citadel Investment Advisory, Inc.
DECREASED
Shares27,280 from 27,430
Change-150 (-1%)
Value$9.3M (-$397.0K)
Filed 2026-10-15
Legacy Advisors, LLC
DECREASED
Shares27,203 from 29,726
Change-2,523 (-8%)
Value$8.4M (-$1.2M)
Filed 2026-10-19
Doliver Advisors, LP
DECREASED
Shares27,194 from 27,258
Change-64 (0%)
Value$9.3M (-$365.0K)
Filed 2026-10-01
WealthBridge Capital Management, LLC
DECREASED
Shares27,183 from 27,277
Change-94 (0%)
Value$9.3M (-$375.2K)
Filed 2026-10-16
Grandfield & Dodd, LLC
DECREASED
Shares27,147 from 27,317
Change-170 (-1%)
Value$9.3M (-$401.8K)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
DECREASED
Shares27,134 from 27,883
Change-749 (-3%)
Value$9.2M (-$606.4K)
Filed 2026-11-04
Hanson & Doremus Investment Management
INCREASED
Shares26,950 from 26,393
Change+557 (+2%)
Value$9.2M (-$142.0K)
Filed 2026-10-16
Abacus Planning Group, Inc.
DECREASED
Shares26,941 from 27,174
Change-233 (-1%)
Value$9.2M (-$421.6K)
Filed 2026-11-02
Accretive Wealth Partners, LLC
INCREASED
Shares26,817 from 26,712
Change+105 (+0%)
Value$9.1M (-$300.6K)
Filed 2026-11-06
Cooper Financial Group
DECREASED
Shares26,816 from 26,885
Change-69 (0%)
Value$9.1M (-$361.8K)
Filed 2026-10-07
Castle Rock Wealth Management, LLC
DECREASED
Shares26,786 from 30,585
Change-3,799 (-12%)
Value$9.2M (-$1.7M)
Filed 2026-10-09
Souders Financial Advisors
DECREASED
Shares26,551 from 26,575
Change-24 (0%)
Value$9.0M (-$342.8K)
Filed 2026-11-03
General Partner, Inc.
DECREASED
Shares26,479 from 29,779
Change-3,300 (-11%)
Value$9.0M (-$1.5M)
Filed 2026-10-05
Naples Global Advisors, LLC
INCREASED
Shares26,427 from 26,411
Change+16 (+0%)
Value$9.0M (-$327.1K)
Filed 2026-11-05
CV Advisors LLC
UNCHANGED
Shares26,414 from 26,414
Change0 (0%)
Value$9.0M (-$332.5K)
Filed 2026-10-13
Cidel Asset Management Inc
DECREASED
Shares26,351 from 26,991
Change-640 (-2%)
Value$9.0M (-$557.9K)
Filed 2026-10-29
Tower View Wealth Management LLC
INCREASED
Shares26,233 from 25,705
Change+528 (+2%)
Value$8.9M (-$143.9K)
Filed 2026-10-23
Cordgrass Capital Advisors, LLC
DECREASED
Shares26,193 from 26,222
Change-29 (0%)
Value$8.9M (-$340.0K)
Filed 2026-10-30
Root Financial Partners, LLC
INCREASED
Shares25,983 from 16,270
Change+9,713 (+60%)
Value$8.9M (+$3.1M)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares25,982 from 17,412
Change+8,570 (+49%)
Value$8.9M (+$2.7M)
Filed 2026-10-27
Triad Wealth Partners, LLC
INCREASED
Shares25,976 from 24,433
Change+1,543 (+6%)
Value$8.9M (-$249.4K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares25,960 from 27,049
Change-1,089 (-4%)
Value$8.8M (-$711.6K)
Filed 2026-10-20
Univest Financial Corp
DECREASED
Shares25,884 from 26,450
Change-566 (-2%)
Value$8.8M (-$526.1K)
Filed 2026-11-05
Thrive Wealth Management, LLC
DECREASED
Shares25,866 from 25,991
Change-125 (0%)
Value$8.8M (-$369.9K)
Filed 2026-10-13
Rose Capital Advisors LLC
INCREASED
Shares25,832 from 19,982
Change+5,850 (+29%)
Value$8.8M (+$1.7M)
Filed 2026-11-04
Kozak & Associates, Inc.
INCREASED
Shares25,813 from 25,357
Change+456 (+2%)
Value$8.3M (-$766.1K)
Filed 2026-10-29
Mechanics Bank Trust Department
DECREASED
Shares25,770 from 27,482
Change-1,712 (-6%)
Value$8.8M (-$929.3K)
Filed 2026-10-13
Platform Technology Partners
DECREASED
Shares25,688 from 25,752
Change-64 (0%)
Value$8.8M (-$346.1K)
Filed 2026-11-02
Arlington Financial Advisors, LLC
DECREASED
Shares25,658 from 25,885
Change-227 (-1%)
Value$8.7M (-$403.2K)
Filed 2026-10-19
Kampmann Melissa S.
INCREASED
Shares25,609 from 25,524
Change+85 (+0%)
Value$8.7M (-$292.4K)
Filed 2026-10-28
Vaquero Private Wealth, LTD
DECREASED
Shares25,564 from 25,588
Change-24 (0%)
Value$8.7M (-$330.3K)
Filed 2026-10-27
Parcion Private Wealth LLC
INCREASED
Shares25,444 from 24,887
Change+557 (+2%)
Value$8.7M (-$123.5K)
Filed 2026-10-28
Trek Financial, LLC
INCREASED
Shares25,441 from 23,427
Change+2,014 (+9%)
Value$8.7M (+$391.3K)
Filed 2026-10-29
Hartford Financial Management Inc.
INCREASED
Shares25,370 from 25,351
Change+19 (+0%)
Value$8.6M (-$312.7K)
Filed 2026-10-21
Asset Dedication, LLC
INCREASED
Shares25,345 from 24,776
Change+569 (+2%)
Value$8.6M (-$117.8K)
Filed 2026-11-03
Fourpath Capital Management, LLC
DECREASED
Shares25,315 from 25,930
Change-615 (-2%)
Value$8.6M (-$536.0K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares25,297 from 28,825
Change-3,528 (-12%)
Value$8.6M (-$1.6M)
Filed 2026-11-03
Money Concepts Capital Corp
DECREASED
Shares25,271 from 25,850
Change-579 (-2%)
Value$8.6M (-$522.7K)
Filed 2026-11-06
Middleton & Co Inc
DECREASED
Shares25,254 from 26,179
Change-925 (-4%)
Value$8.6M (-$644.8K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares25,246 from 22,694
Change+2,552 (+11%)
Value$8.6M (+$583.6K)
Filed 2026-11-04
Applied Capital LLC
DECREASED
Shares25,121 from 25,219
Change-98 (0%)
Value$8.6M (-$350.9K)
Filed 2026-10-07
Hardy Reed LLC
INCREASED
Shares25,104 from 25,073
Change+31 (+0%)
Value$8.6M (-$305.1K)
Filed 2026-11-06
Wealth Effects LLC
DECREASED
Shares25,065 from 25,330
Change-265 (-1%)
Value$8.5M (-$409.2K)
Filed 2026-10-23
S-Bank Fund Management Ltd
INCREASED
Shares25,048 from 23,833
Change+1,215 (+5%)
Value$8.5M (+$113.9K)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares25,011 from 22,916
Change+2,095 (+9%)
Value$8.5M (+$425.6K)
Filed 2026-11-06
Watchman Group, Inc.
DECREASED
Shares25,000 from 25,329
Change-329 (-1%)
Value$8.5M (-$431.0K)
Filed 2026-10-16
Greenfield Savings Bank
DECREASED
Shares24,973 from 25,071
Change-98 (0%)
Value$8.5M (-$349.0K)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares24,924 from 17,673
Change+7,251 (+41%)
Value$8.5M (+$2.2M)
Filed 2026-10-27
Directional Asset Management
DECREASED
Shares24,879 from 26,079
Change-1,200 (-5%)
Value$8.5M (-$741.6K)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares24,871 from 120
Change+24,751 (+20626%)
Value$8.5M (+$8.4M)
Filed 2026-11-03
GAM Holding AG
DECREASED
Shares24,869 from 25,539
Change-670 (-3%)
Value$8.5M (-$549.8K)
Filed 2026-11-03
Legacy CG, LLC
DECREASED
Shares24,837 from 25,494
Change-657 (-3%)
Value$8.5M (-$544.8K)
Filed 2026-10-30
Financial Partners Group, Inc
DECREASED
Shares24,801 from 26,384
Change-1,583 (-6%)
Value$8.5M (-$871.5K)
Filed 2026-10-19
LaFleur & Godfrey LLC
DECREASED
Shares24,741 from 25,471
Change-730 (-3%)
Value$8.4M (-$569.6K)
Filed 2026-10-27
Washington Trust Co
DECREASED
Shares24,696 from 25,028
Change-332 (-1%)
Value$8.4M (-$428.2K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares24,678 from 24,863
Change-185 (-1%)
Value$8.4M (-$375.9K)
Filed 2026-11-03
Falcon Wealth Planning
INCREASED
Shares24,666 from 24,496
Change+170 (+1%)
Value$8.4M (-$250.5K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares24,522 from 26,986
Change-2,464 (-9%)
Value$8.4M (-$1.2M)
Filed 2026-10-13
Waters Parkerson & Co., LLC
INCREASED
Shares24,486 from 24,264
Change+222 (+1%)
Value$8.3M (-$229.7K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
INCREASED
Shares24,476 from 21,430
Change+3,046 (+14%)
Value$8.3M (+$770.2K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares24,363 from 24,932
Change-569 (-2%)
Value$8.3M (-$507.9K)
Filed 2026-10-13
Clearstead Trust, LLC
INCREASED
Shares24,349 from 23,666
Change+683 (+3%)
Value$8.3M (-$65.1K)
Filed 2026-11-06
ARS Investment Partners, LLC
DECREASED
Shares24,343 from 25,550
Change-1,207 (-5%)
Value$8.3M (-$732.9K)
Filed 2026-11-05
Crystal Rock Capital Management
DECREASED
Shares24,315 from 26,750
Change-2,435 (-9%)
Value$8.3M (-$1.2M)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares24,281
Change+24,281
Value$8.3M
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED
Shares24,266 from 28,343
Change-4,077 (-14%)
Value$8.3M (-$1.7M)
Filed 2026-10-28
Beverly Hills Private Wealth, LLC
INCREASED
Shares24,202 from 22,832
Change+1,370 (+6%)
Value$8.2M (+$179.3K)
Filed 2026-11-04
Altfest L J & Co Inc
INCREASED
Shares24,123 from 15,695
Change+8,428 (+54%)
Value$8.2M (+$2.7M)
Filed 2026-10-27
Marathon Wealth Advisors LLC
DECREASED
Shares24,119 from 24,534
Change-415 (-2%)
Value$8.2M (-$450.3K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares24,053 from 22,862
Change+1,191 (+5%)
Value$8.2M (+$118.1K)
Filed 2026-10-16
Harrington Investments, Inc
DECREASED
Shares23,934 from 25,144
Change-1,210 (-5%)
Value$8.2M (-$728.9K)
Filed 2026-10-14
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares23,928 from 23,787
Change+141 (+1%)
Value$8.3M (-$368.2K)
Filed 2026-10-19
Weatherly Asset Management L. P.
DECREASED
Shares23,922 from 24,467
Change-545 (-2%)
Value$8.2M (-$493.7K)
Filed 2026-10-20
Prudent Man Advisors, LLC
DECREASED
Shares23,920 from 31,240
Change-7,320 (-23%)
Value$8.2M (-$2.9M)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
INCREASED
Shares23,878 from 22,482
Change+1,396 (+6%)
Value$8.1M (+$192.4K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED
Shares23,789 from 24,260
Change-471 (-2%)
Value$8.1M (-$465.9K)
Filed 2026-10-13
KMG Fiduciary Partners, LLC
DECREASED
Shares23,741 from 23,973
Change-232 (-1%)
Value$8.1M (-$380.9K)
Filed 2026-10-14
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares23,716 from 24,917
Change-1,201 (-5%)
Value$8.1M (-$722.9K)
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares23,679
Change+23,679
Value$8.1M
Filed 2026-10-28
Biltmore Family Office, LLC
UNCHANGED
Shares23,162 from 23,162
Change0 (0%)
Value$7.9M (-$291.6K)
Filed 2026-11-03
Elco Management Co., LLC
DECREASED
Shares23,141 from 24,043
Change-902 (-4%)
Value$7.9M (-$610.1K)
Filed 2026-10-14
ANB Bank
DECREASED
Shares23,110 from 24,591
Change-1,481 (-6%)
Value$7.9M (-$814.2K)
Filed 2026-10-09
Promethium Advisors,llc
INCREASED
Shares23,097 from 23,062
Change+35 (+0%)
Value$7.9M (-$278.4K)
Filed 2026-10-19
Councilmark Asset Management, LLC
DECREASED
Shares22,964 from 23,169
Change-205 (-1%)
Value$7.8M (-$361.6K)
Filed 2026-10-20
Summit Global Investments
INCREASED
Shares22,920 from 20,246
Change+2,674 (+13%)
Value$7.8M (+$657.0K)
Filed 2026-10-28
Capital Asset Advisory Services LLC
DECREASED
Shares22,911 from 23,051
Change-140 (-1%)
Value$7.4M (-$759.8K)
Filed 2026-10-30
Jackson Square Capital, LLC
INCREASED
Shares22,820 from 20,483
Change+2,337 (+11%)
Value$7.8M (+$538.4K)
Filed 2026-10-19
Consolidated Investment Group LLC
UNCHANGED
Shares22,805 from 22,805
Change0 (0%)
Value$7.8M (-$287.1K)
Filed 2026-11-04
Wernau Asset Management Inc.
INCREASED
Shares22,771 from 22,770
Change+1 (0%)
Value$7.8M (-$286.1K)
Filed 2026-10-19
Ledyard National Bank
DECREASED
Shares22,758 from 24,105
Change-1,347 (-6%)
Value$7.8M (-$762.5K)
Filed 2026-10-21
Ellerson Group Inc
DECREASED
Shares22,675 from 23,759
Change-1,084 (-5%)
Value$6.3M (-$2.1M)
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
DECREASED
Shares22,627 from 23,175
Change-548 (-2%)
Value$7.7M (-$478.3K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
DECREASED
Shares22,610 from 22,845
Change-235 (-1%)
Value$7.7M (-$367.7K)
Filed 2026-10-27
Carnegie Lake Advisors LLC
DECREASED
Shares22,601 from 22,631
Change-30 (0%)
Value$7.7M (-$295.1K)
Filed 2026-11-06
Sculati Wealth Management, LLC
DECREASED
Shares22,589 from 22,809
Change-220 (-1%)
Value$7.9M (-$11.8K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares22,528 from 24,306
Change-1,778 (-7%)
Value$7.7M (-$911.8K)
Filed 2026-10-09
Texas Bank & Trust Co
INCREASED
Shares22,501 from 22,235
Change+266 (+1%)
Value$7.7M (-$189.3K)
Filed 2026-11-04
Petredis Investment Advisors LLC
INCREASED
Shares22,464 from 21,655
Change+809 (+4%)
Value$7.7M (+$3.0K)
Filed 2026-10-20
Penbrook Management LLC
DECREASED
Shares22,454 from 22,554
Change-100 (0%)
Value$7.7M (-$318.0K)
Filed 2026-10-16
Founders Capital Management
INCREASED
Shares22,436 from 22,388
Change+48 (+0%)
Value$7.6M (-$265.5K)
Filed 2026-10-13
Cypress Wealth Services, LLC
INCREASED
Shares22,299 from 21,751
Change+548 (+3%)
Value$7.7M (-$1.4K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares22,282 from 16,709
Change+5,573 (+33%)
Value$7.6M (+$1.7M)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares22,249 from 15,300
Change+6,949 (+45%)
Value$7.6M (+$2.2M)
Filed 2026-10-15
Kaizen Financial Strategies
DECREASED
Shares22,227 from 22,429
Change-202 (-1%)
Value$7.6M (-$453.4K)
Filed 2026-10-09
Lavelle Capital LP
UNCHANGED
Shares22,176 from 22,176
Change0 (0%)
Value$7.6M (-$279.1K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares22,162 from 22,412
Change-250 (-1%)
Value$7.6M (-$367.5K)
Filed 2026-10-29
Liberty Capital Management, Inc.
DECREASED
Shares22,160 from 22,653
Change-493 (-2%)
Value$7.6M (-$453.2K)
Filed 2026-11-02
DeDora Capital, Inc.
DECREASED
Shares22,043 from 22,442
Change-399 (-2%)
Value$7.5M (-$418.6K)
Filed 2026-10-26
Mountain Hill Investment Partners Corp.
INCREASED
Shares21,997 from 21,692
Change+305 (+1%)
Value$7.5M (-$169.2K)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares21,956 from 21,684
Change+272 (+1%)
Value$7.5M (-$365.3K)
Filed 2026-10-30
Solstein Capital, LLC
DECREASED
Shares21,923 from 21,984
Change-61 (0%)
Value$7.5M (-$297.6K)
Filed 2026-11-02
Mendel Money Management
DECREASED
Shares21,798 from 22,435
Change-637 (-3%)
Value$7.4M (-$499.1K)
Filed 2026-11-02
Albert D Mason Inc
DECREASED
Shares21,757 from 21,895
Change-138 (-1%)
Value$7.4M (-$322.8K)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares21,756 from 17,962
Change+3,794 (+21%)
Value$7.4M (+$1.1M)
Filed 2026-10-22
SkyOak Wealth, LLC
DECREASED
Shares21,751 from 22,057
Change-306 (-1%)
Value$7.4M (-$382.0K)
Filed 2026-10-28
Archford Capital Strategies, LLC
INCREASED
Shares21,733 from 20,069
Change+1,664 (+8%)
Value$7.4M (+$314.3K)
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares21,696 from 21,326
Change+370 (+2%)
Value$7.4M (-$142.4K)
Filed 2026-10-23
Griffith & Werner, Inc.
NEW
Shares21,600
Change+21,600
Value$7.4M
Filed 2026-11-04
Stiles Financial Services Inc
DECREASED
Shares21,480 from 21,609
Change-129 (-1%)
Value$7.3M (-$316.0K)
Filed 2026-10-30
Lakehouse Capital Pty Ltd
DECREASED
Shares21,466 from 24,814
Change-3,348 (-13%)
Value$7.3M (-$1.5M)
Filed 2026-10-06
Conning Inc.
DECREASED
Shares21,464 from 21,680
Change-216 (-1%)
Value$7.3M (-$346.6K)
Filed 2026-10-27
Norris Perne & French LLP
DECREASED
Shares21,462 from 21,930
Change-468 (-2%)
Value$7.3M (-$435.6K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED
Shares21,389 from 23,960
Change-2,571 (-11%)
Value$7.3M (-$1.2M)
Filed 2026-10-13
JAG Capital Management, LLC
DECREASED
Shares21,359 from 21,712
Change-353 (-2%)
Value$7.3M (-$393.6K)
Filed 2026-11-06
Gibbs Wealth Management
INCREASED
Shares21,357 from 17,376
Change+3,981 (+23%)
Value$7.3M (+$1.1M)
Filed 2026-10-22
LRZ Capital LLC
UNCHANGED
Shares21,318 from 21,318
Change0 (0%)
Value$7.3M (-$268.4K)
Filed 2026-11-05
Strengthening Families & Communities, LLC
DECREASED
Shares21,311 from 21,692
Change-381 (-2%)
Value$7.3M (-$403.1K)
Filed 2026-10-21
Everest Financial Group LLC
INCREASED
Shares21,264 from 19,968
Change+1,296 (+6%)
Value$7.2M (+$190.2K)
Filed 2026-11-06
Retirement Planning Group, LLC
INCREASED
Shares21,217 from 20,283
Change+934 (+5%)
Value$7.2M (+$63.1K)
Filed 2026-10-19
Highline Wealth Partners LLC
INCREASED
Shares20,997 from 20,436
Change+561 (+3%)
Value$7.2M (-$66.2K)
Filed 2026-10-19
Boomfish Wealth Group, LLC
INCREASED
Shares20,782 from 18,888
Change+1,894 (+10%)
Value$7.1M (+$407.5K)
Filed 2026-10-22
Guerra PAN Advisors, LLC
DECREASED
Shares20,745 from 20,946
Change-201 (-1%)
Value$7.1M (-$344.2K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares20,729 from 2,858
Change+17,871 (+625%)
Value$7.1M (+$6.1M)
Filed 2026-10-30
Wealth Alliance Advisory Group, LLC
INCREASED
Shares20,655 from 19,635
Change+1,020 (+5%)
Value$7.0M (+$100.2K)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares20,640 from 23,526
Change-2,886 (-12%)
Value$7.0M (-$1.3M)
Filed 2026-10-26
Slow Capital, Inc.
DECREASED
Shares20,624 from 21,072
Change-448 (-2%)
Value$7.0M (-$418.2K)
Filed 2026-10-23
QTR Family Wealth, LLC
DECREASED
Shares20,597 from 21,214
Change-617 (-3%)
Value$7.0M (-$477.4K)
Filed 2026-11-02
Essex LLC
DECREASED
Shares20,569 from 20,713
Change-144 (-1%)
Value$7.0M (-$309.7K)
Filed 2026-10-14
Gryphon Financial Partners LLC
INCREASED
Shares20,557 from 20,521
Change+36 (+0%)
Value$7.0M (-$246.1K)
Filed 2026-11-04
HF Advisory Group, LLC
INCREASED
Shares20,554 from 18,657
Change+1,897 (+10%)
Value$7.0M (+$411.6K)
Filed 2026-10-09
Chapman Financial Group, LLC
DECREASED
Shares20,527 from 21,521
Change-994 (-5%)
Value$7.0M (-$609.6K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
INCREASED
Shares20,520 from 9,169
Change+11,351 (+124%)
Value$7.0M (+$3.8M)
Filed 2026-10-29
Verde Capital Management
DECREASED
Shares20,504 from 22,540
Change-2,036 (-9%)
Value$7.0M (-$977.3K)
Filed 2026-10-28
Alpine Bank Wealth Management
DECREASED
Shares20,417 from 20,836
Change-419 (-2%)
Value$7.0M (-$405.1K)
Filed 2026-10-16
Sage Rhino Capital LLC
INCREASED
Shares20,401 from 20,354
Change+47 (+0%)
Value$7.0M (-$240.4K)
Filed 2026-10-28
Processus Wealth & Capital Management, LLC
DECREASED
Shares20,372 from 20,501
Change-129 (-1%)
Value$6.9M (-$302.0K)
Filed 2026-10-16
Garrett Wealth Advisory Group, LLC
INCREASED
Shares20,367 from 20,360
Change+7 (+0%)
Value$6.9M (-$253.9K)
Filed 2026-10-22
Kennedy Investment Group, Inc.
INCREASED
Shares20,365 from 19,072
Change+1,293 (+7%)
Value$6.9M (+$200.3K)
Filed 2026-10-21
Interchange Capital Partners, LLC
DECREASED
Shares20,326 from 21,196
Change-870 (-4%)
Value$6.9M (-$563.3K)
Filed 2026-10-28
Scheeler Financial LLC
NEW
Shares20,261
Change+20,261
Value$6.9M
Filed 2026-10-13
Brooklyn FI, LLC
INCREASED
Shares20,231 from 15,160
Change+5,071 (+33%)
Value$5.8M (+$629.0K)
Filed 2026-11-05
City State Bank
DECREASED
Shares20,111 from 20,417
Change-306 (-1%)
Value$6.9M (-$361.3K)
Filed 2026-10-20
Montchanin Asset Management, LLC
DECREASED
Shares20,049 from 20,283
Change-234 (-1%)
Value$6.8M (-$336.0K)
Filed 2026-11-02
Campbell Newman Asset Management Inc
UNCHANGED
Shares19,888 from 19,888
Change0 (0%)
Value$6.8M (-$250.4K)
Filed 2026-10-22
Marble Harbor Investment Counsel, LLC
DECREASED
Shares19,848 from 19,855
Change-7 (0%)
Value$6.8M (-$252.4K)
Filed 2026-11-06
Wealth Architects, LLC
INCREASED
Shares19,846 from 19,655
Change+191 (+1%)
Value$6.8M (-$182.6K)
Filed 2026-11-03
Salvus Wealth Management, LLC
DECREASED
Shares19,818 from 19,966
Change-148 (-1%)
Value$6.8M (-$301.8K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
DECREASED
Shares19,808 from 20,242
Change-434 (-2%)
Value$6.7M (-$402.7K)
Filed 2026-10-20
Sanders Morris Harris LLC
NEW
Shares19,682
Change+19,682
Value$6.7M
Filed 2026-10-14
Curated Wealth Partners LLC
INCREASED
Shares19,616 from 9,896
Change+9,720 (+98%)
Value$6.7M (+$3.2M)
Filed 2026-10-15
Almanack Investment Partners, Llc.
DECREASED
Shares19,593 from 20,940
Change-1,347 (-6%)
Value$6.7M (-$722.7K)
Filed 2026-11-03
Channing Global Advisors, LLC
INCREASED
Shares19,587 from 18,665
Change+922 (+5%)
Value$6.7M (+$79.2K)
Filed 2026-11-03
Aurora Investment Managers, Llc.
DECREASED
Shares19,566 from 19,589
Change-23 (0%)
Value$6.7M (-$254.0K)
Filed 2026-10-15
Atlas Brown,Inc.
DECREASED
Shares19,558 from 19,634
Change-76 (0%)
Value$6.7M (-$273.2K)
Filed 2026-10-09
Mainstream Capital Management LLC
DECREASED
Shares19,504 from 20,215
Change-711 (-4%)
Value$6.6M (-$496.8K)
Filed 2026-10-23
RAM Investment Partners, LLC
DECREASED
Shares19,391 from 20,675
Change-1,284 (-6%)
Value$6.6M (-$698.0K)
Filed 2026-10-21
StoryOne LLC
INCREASED
Shares19,378 from 5,739
Change+13,639 (+238%)
Value$6.6M (+$4.6M)
Filed 2026-10-13
Reflection Asset Management
INCREASED
Shares19,372 from 17,379
Change+1,993 (+11%)
Value$6.6M (+$460.3K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED
Shares19,369 from 17,081
Change+2,288 (+13%)
Value$6.6M (+$564.6K)
Filed 2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED
Shares19,317 from 19,722
Change-405 (-2%)
Value$6.6M (-$386.3K)
Filed 2026-10-30
Blueprint Investment Partners LLC
DECREASED
Shares19,312 from 26,512
Change-7,200 (-27%)
Value$6.6M (-$2.8M)
Filed 2026-10-28
Garner Asset Management Corp
DECREASED
Shares19,295 from 19,491
Change-196 (-1%)
Value$6.1M (-$824.5K)
Filed 2026-10-30
Sawgrass Asset Management LLC
DECREASED
Shares19,291 from 20,446
Change-1,155 (-6%)
Value$6.6M (-$651.0K)
Filed 2026-11-03
Patten Group, Inc.
INCREASED
Shares19,256 from 18,715
Change+541 (+3%)
Value$6.6M (-$51.2K)
Filed 2026-10-26
TigerOak Management, L.L.C.
DECREASED
Shares19,241 from 19,328
Change-87 (0%)
Value$6.6M (-$273.0K)
Filed 2026-10-23
Finivi Inc.
DECREASED
Shares19,220 from 19,565
Change-345 (-2%)
Value$6.5M (-$363.9K)
Filed 2026-10-13
Ridgecrest Wealth Partners, LLC
INCREASED
Shares19,219 from 17,955
Change+1,264 (+7%)
Value$6.5M (+$204.8K)
Filed 2026-10-19
Meridian Management Co
DECREASED
Shares19,212 from 19,465
Change-253 (-1%)
Value$6.5M (-$331.3K)
Filed 2026-11-06
Flavin Financial Services, Inc.
DECREASED
Shares19,097 from 19,330
Change-233 (-1%)
Value$6.5M (-$322.7K)
Filed 2026-10-21
Patton Albertson Miller Group, LLC
DECREASED
Shares18,981 from 21,794
Change-2,813 (-13%)
Value$6.5M (-$1.2M)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares18,964 from 18,500
Change+464 (+3%)
Value$6.5M (-$19.8K)
Filed 2026-10-15
Rakuten Securities, Inc.
INCREASED
Shares18,917 from 16,926
Change+1,991 (+12%)
Value$6.4M (+$465.3K)
Filed 2026-11-02
Tower Trust & Investment Co
DECREASED
Shares18,891 from 18,958
Change-67 (0%)
Value$6.4M (-$261.5K)
Filed 2026-10-28
Kestra Investment Management, LLC
INCREASED
Shares18,878 from 12,252
Change+6,626 (+54%)
Value$6.4M (+$2.1M)
Filed 2026-11-04
BAR Harbor Wealth Management
INCREASED
Shares18,866 from 18,803
Change+63 (+0%)
Value$6.4M (-$215.3K)
Filed 2026-10-21
Hunter Associates Investment Management LLC
DECREASED
Shares18,862 from 19,123
Change-261 (-1%)
Value$6.4M (-$329.0K)
Filed 2026-10-26
Lodestone Wealth Management LLC
DECREASED
Shares18,838 from 18,864
Change-26 (0%)
Value$6.4M (-$246.4K)
Filed 2026-10-14
Smith Group Asset Management, LLC
DECREASED
Shares18,813 from 19,758
Change-945 (-5%)
Value$6.4M (-$570.8K)
Filed 2026-10-27
Trust Point Inc.
INCREASED
Shares18,790 from 17,981
Change+809 (+5%)
Value$6.4M (+$49.3K)
Filed 2026-10-27
Wealth Management Partners, LLC
DECREASED
Shares18,779 from 19,004
Change-225 (-1%)
Value$6.4M (-$316.0K)
Filed 2026-10-21
Hendershot Investments Inc.
DECREASED
Shares18,764 from 19,614
Change-850 (-4%)
Value$6.4M (-$536.6K)
Filed 2026-11-05
State of Wyoming
INCREASED
Shares18,763 from 18,425
Change+338 (+2%)
Value$6.4M (-$116.8K)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED
Shares18,760 from 18,456
Change+304 (+2%)
Value$6.4M (-$129.0K)
Filed 2026-10-13
Quaker Wealth Management, LLC
INCREASED
Shares18,752 from 17,969
Change+783 (+4%)
Value$6.4M (+$40.6K)
Filed 2026-10-22
Client 1ST Advisory Group, LLC
DECREASED
Shares18,725 from 19,107
Change-382 (-2%)
Value$6.4M (-$370.8K)
Filed 2026-10-19
1900 Wealth Management LLC
INCREASED
Shares18,718 from 17,312
Change+1,406 (+8%)
Value$6.4M (+$261.1K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares18,690 from 14,125
Change+4,565 (+32%)
Value$5.2M (+$246.8K)
Filed 2026-11-03
Grey Ledge Advisors, LLC
DECREASED
Shares18,663 from 20,113
Change-1,450 (-7%)
Value$6.4M (-$747.3K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares18,662
Change+18,662
Value$6.4M
Filed 2026-10-21
Cumberland Advisors Inc
INCREASED
Shares18,631 from 18,600
Change+31 (+0%)
Value$6.3M (-$223.6K)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares18,588
Change+18,588
Value$6.6M
Filed 2026-10-29
Childress Capital Advisors, LLC
DECREASED
Shares18,543 from 18,582
Change-39 (0%)
Value$6.3M (-$247.2K)
Filed 2026-10-28
Winthrop Advisory Group LLC
INCREASED
Shares18,527 from 18,015
Change+512 (+3%)
Value$6.3M (-$52.1K)
Filed 2026-10-22
Ironwood Financial, llc
DECREASED
Shares18,487 from 18,777
Change-290 (-2%)
Value$6.3M (-$285.3K)
Filed 2026-10-20
Compass Ion Advisors, LLC
DECREASED
Shares18,469 from 18,497
Change-28 (0%)
Value$6.3M (-$242.4K)
Filed 2026-10-23
Uhlmann Price Securities, LLC
INCREASED
Shares18,396 from 17,911
Change+485 (+3%)
Value$6.3M (-$59.8K)
Filed 2026-11-03
Semus Wealth Partners LLC
DECREASED
Shares18,382 from 18,717
Change-335 (-2%)
Value$6.3M (-$349.7K)
Filed 2026-10-22
Peoples Financial Services Corp.
DECREASED
Shares18,217 from 18,270
Change-53 (0%)
Value$6.2M (-$248.1K)
Filed 2026-10-20
Antonelli Financial Advisors, LLC
DECREASED
Shares18,136 from 18,218
Change-82 (0%)
Value$6.2M (-$257.0K)
Filed 2026-10-13
Strata Wealth Advisors, LLC
INCREASED
Shares18,087 from 17,909
Change+178 (+1%)
Value$6.2M (-$164.8K)
Filed 2026-10-16
SevenBridge Financial Group, LLC
DECREASED
Shares18,085 from 18,397
Change-312 (-2%)
Value$6.1M (-$419.0K)
Filed 2026-10-26
MBL Wealth, LLC
INCREASED
Shares18,074 from 17,417
Change+657 (+4%)
Value$6.2M (+$4.6K)
Filed 2026-10-22
Accurate Wealth Management, LLC
INCREASED
Shares18,062 from 14,495
Change+3,567 (+25%)
Value$6.3M (+$1.2M)
Filed 2026-10-20
Eley Financial Management, Inc
DECREASED
Shares18,043 from 18,047
Change-4 (0%)
Value$6.1M (-$228.6K)
Filed 2026-11-03
Versant Capital Management, Inc
DECREASED
Shares18,018 from 18,088
Change-70 (0%)
Value$6.1M (-$251.5K)
Filed 2026-10-02
Balefire, LLC
DECREASED
Shares17,976 from 18,131
Change-155 (-1%)
Value$6.1M (-$281.0K)
Filed 2026-10-09
Swiss RE LTD
INCREASED
Shares17,973 from 10,932
Change+7,041 (+64%)
Value$6.1M (+$2.3M)
Filed 2026-11-06
Journey Advisory Group, LLC
INCREASED
Shares17,906 from 17,723
Change+183 (+1%)
Value$6.1M (-$160.7K)
Filed 2026-11-04
Aviance Capital Partners, LLC
DECREASED
Shares17,886 from 17,956
Change-70 (0%)
Value$6.1M (-$249.9K)
Filed 2026-10-29
Ayrshire Capital Management LLC
INCREASED
Shares17,855 from 17,825
Change+30 (+0%)
Value$6.1M (-$214.2K)
Filed 2026-10-20
Sendero Wealth Management, LLC
INCREASED
Shares17,834 from 16,157
Change+1,677 (+10%)
Value$6.1M (+$368.0K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
INCREASED
Shares17,787 from 16,669
Change+1,118 (+7%)
Value$6.1M (+$171.1K)
Filed 2026-11-02
Pictet Bank & Trust Ltd
DECREASED
Shares17,775 from 18,450
Change-675 (-4%)
Value$6.1M (-$462.3K)
Filed 2026-10-21
MV Capital Management, Inc.
INCREASED
Shares17,753 from 16,129
Change+1,624 (+10%)
Value$6.0M (+$350.3K)
Filed 2026-10-29
Community Bank & Trust, Waco, Texas
DECREASED
Shares17,748 from 18,408
Change-660 (-4%)
Value$6.0M (-$457.0K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares17,742 from 8,845
Change+8,897 (+101%)
Value$6.0M (+$2.9M)
Filed 2026-10-23
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares17,740 from 30,300
Change-12,560 (-41%)
Value$6.0M (-$4.7M)
Filed 2026-10-21
BigSur Wealth Management LLC
INCREASED
Shares17,701 from 17,615
Change+86 (+0%)
Value$6.0M (-$192.5K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
INCREASED
Shares17,668 from 17,666
Change+2 (+0%)
Value$6.0M (-$221.9K)
Filed 2026-10-20
PW Nova Financial Services LLC
DECREASED
Shares17,665 from 18,774
Change-1,109 (-6%)
Value$6.0M (-$614.2K)
Filed 2026-10-15
McAdam, LLC
INCREASED
Shares17,560 from 17,498
Change+62 (+0%)
Value$6.0M (-$199.0K)
Filed 2026-10-21
Grant Private Wealth Management Inc
INCREASED
Shares17,481 from 12,027
Change+5,454 (+45%)
Value$6.0M (+$1.7M)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED
Shares17,461 from 17,664
Change-203 (-1%)
Value$5.9M (-$291.6K)
Filed 2026-10-28
New Capital Management LP
DECREASED
Shares17,453 from 17,896
Change-443 (-2%)
Value$5.9M (-$376.2K)
Filed 2026-10-29
DT Investment Partners, LLC
UNCHANGED
Shares17,395 from 17,395
Change0 (0%)
Value$5.9M (-$219.0K)
Filed 2026-10-27
Lewis Asset Management, LLC
DECREASED
Shares17,391 from 17,544
Change-153 (-1%)
Value$5.9M (-$273.0K)
Filed 2026-10-14
Virtue Asset Management LLC
INCREASED
Shares17,385 from 17,184
Change+201 (+1%)
Value$5.9M (-$148.1K)
Filed 2026-10-21
First Bank & Trust
DECREASED
Shares17,341 from 17,553
Change-212 (-1%)
Value$5.9M (-$293.2K)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares17,338 from 23,075
Change-5,737 (-25%)
Value$5.9M (-$2.2M)
Filed 2026-10-07
Zullo Investment Group, Inc.
DECREASED
Shares17,329 from 17,645
Change-316 (-2%)
Value$5.9M (-$329.8K)
Filed 2026-10-20
Werba Rubin Papier Wealth Management
INCREASED
Shares17,316 from 9,510
Change+7,806 (+82%)
Value$5.9M (+$2.5M)
Filed 2026-11-06
Willow Creek Wealth Management Inc.
DECREASED
Shares17,300 from 17,301
Change-1 (0%)
Value$5.9M (-$218.2K)
Filed 2026-10-26
Wellington Grp LLC
INCREASED
Shares17,201 from 15,911
Change+1,290 (+8%)
Value$5.9M (+$239.2K)
Filed 2026-11-06
Sterling Investment Management, LLC
INCREASED
Shares17,041 from 16,687
Change+354 (+2%)
Value$5.8M (-$89.5K)
Filed 2026-10-16
AlphaStar Capital Management, LLC
INCREASED
Shares16,998 from 15,223
Change+1,775 (+12%)
Value$5.8M (+$413.2K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
UNCHANGED
Shares16,946 from 16,946
Change0 (0%)
Value$5.8M (-$213.3K)
Filed 2026-10-14
American National Bank & Trust
DECREASED
Shares16,932 from 17,772
Change-840 (-5%)
Value$5.8M (-$510.0K)
Filed 2026-10-07
Eos Management, L.P.
UNCHANGED
Shares16,900 from 16,900
Change0 (0%)
Value$5.8M (-$212.8K)
Filed 2026-10-27
Mystic Asset Management, Inc.
DECREASED
Shares16,885 from 17,290
Change-405 (-2%)
Value$5.8M (-$355.6K)
Filed 2026-10-15
Bellecapital International Ltd.
INCREASED
Shares16,885 from 16,805
Change+80 (+0%)
Value$5.8M (-$184.3K)
Filed 2026-10-21
Colonial River Investments, LLC
INCREASED
Shares16,882 from 11,760
Change+5,122 (+44%)
Value$5.8M (+$1.6M)
Filed 2026-10-19
Davis Capital Management
INCREASED
Shares16,869 from 16,505
Change+364 (+2%)
Value$5.7M (-$83.8K)
Filed 2026-10-08
Sterling Investment Advisors, Ltd.
DECREASED
Shares16,856 from 17,101
Change-245 (-1%)
Value$5.7M (-$298.7K)
Filed 2026-10-27
Charles Schwab Trust Co
INCREASED
Shares16,807 from 15,154
Change+1,653 (+11%)
Value$5.7M (+$372.5K)
Filed 2026-10-15
Gables Capital Management Inc.
DECREASED
Shares16,807 from 16,982
Change-175 (-1%)
Value$5.7M (-$273.4K)
Filed 2026-11-04
Leisure Capital Management
DECREASED
Shares16,762 from 17,631
Change-869 (-5%)
Value$5.7M (-$518.1K)
Filed 2026-11-03
Genus Capital Management Inc.
DECREASED
Shares16,751 from 23,857
Change-7,106 (-30%)
Value$5.7M (-$2.7M)
Filed 2026-11-04
Caldwell Trust Co
DECREASED
Shares16,747 from 17,058
Change-311 (-2%)
Value$5.7M (-$320.7K)
Filed 2026-10-30
G2 Capital Management, LLC / OH
INCREASED
Shares16,714 from 16,609
Change+105 (+1%)
Value$5.7M (-$173.4K)
Filed 2026-10-23
Congress Park Capital LLC
INCREASED
Shares16,705 from 16,689
Change+16 (+0%)
Value$5.7M (-$204.8K)
Filed 2026-10-13
Bedel Financial Consulting, Inc.
INCREASED
Shares16,704 from 16,537
Change+167 (+1%)
Value$5.7M (-$151.4K)
Filed 2026-11-06
Woodside Wealth Management LLC
UNCHANGED
Shares16,645 from 16,645
Change0 (0%)
Value$5.7M (-$209.6K)
Filed 2026-10-16
Financial Management Network Inc
INCREASED
Shares16,626 from 16,549
Change+77 (+0%)
Value$5.7M (-$69.3K)
Filed 2026-10-09
St. Clair Advisors, LLC
DECREASED
Shares16,569 from 16,694
Change-125 (-1%)
Value$5.6M (-$252.8K)
Filed 2026-10-13
Amitell Capital Pte Ltd
DECREASED
Shares16,546 from 21,219
Change-4,673 (-22%)
Value$5.6M (-$1.9M)
Filed 2026-11-02
Wright Investors Service Inc
INCREASED
Shares16,437 from 16,402
Change+35 (+0%)
Value$5.6M (-$194.6K)
Filed 2026-11-02
Greenbush Financial Group, LLC
INCREASED
Shares16,396 from 16,355
Change+41 (+0%)
Value$5.6M (-$191.7K)
Filed 2026-10-15
Boyd Watterson Asset Management LLC
UNCHANGED
Shares16,380 from 16,380
Change0 (0%)
Value$5.6M (-$206.2K)
Filed 2026-11-06
Crane Advisory, LLC
UNCHANGED
Shares16,373 from 16,373
Change0 (0%)
Value$5.6M (-$163.4K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares16,282 from 17,592
Change-1,310 (-7%)
Value$5.5M (-$667.9K)
Filed 2026-10-28
John G Ullman & Associates Inc
DECREASED
Shares16,278 from 16,688
Change-410 (-2%)
Value$5.5M (-$349.8K)
Filed 2026-11-04
Breakwater Capital Group
DECREASED
Shares16,091 from 16,368
Change-277 (-2%)
Value$5.5M (-$300.5K)
Filed 2026-10-09
Pathway Wealth Management LLC
UNCHANGED
Shares16,059 from 16,059
Change0 (0%)
Value$5.5M (-$202.2K)
Filed 2026-10-19
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares16,010 from 18,831
Change-2,821 (-15%)
Value$5.5M (-$1.2M)
Filed 2026-10-19
Deltec Asset Management LLC
DECREASED
Shares15,991 from 16,065
Change-74 (0%)
Value$5.4M (-$227.5K)
Filed 2026-10-26
Oslo Pensjonsforsikring AS
INCREASED
Shares15,982 from 15,282
Change+700 (+5%)
Value$5.4M (+$46.1K)
Filed 2026-10-15
Alpha Omega Wealth Management LLC
INCREASED
Shares15,904 from 15,891
Change+13 (+0%)
Value$5.4M (-$195.6K)
Filed 2026-10-23
Certified Advisory Corp
DECREASED
Shares15,896 from 16,483
Change-587 (-4%)
Value$5.4M (-$407.3K)
Filed 2026-10-29
Duncker Streett & Co Inc
DECREASED
Shares15,889 from 16,048
Change-159 (-1%)
Value$5.4M (-$256.5K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED
Shares15,881 from 15,435
Change+446 (+3%)
Value$4.7M (-$219.8K)
Filed 2026-11-04
Richard P Slaughter Associates Inc
DECREASED
Shares15,876 from 16,054
Change-178 (-1%)
Value$5.4M (-$262.9K)
Filed 2026-10-13
Pines Wealth Management, LLC
DECREASED
Shares15,854 from 15,992
Change-138 (-1%)
Value$5.4M (-$248.4K)
Filed 2026-10-21
Curtis Advisory Group, LLC
DECREASED
Shares15,809 from 15,816
Change-7 (0%)
Value$5.4M (-$201.5K)
Filed 2026-10-28
Forbes J M & Co LLP
DECREASED
Shares15,808 from 15,812
Change-4 (0%)
Value$5.4M (-$200.4K)
Filed 2026-10-16
Great Diamond Partners, LLC
INCREASED
Shares15,800 from 15,725
Change+75 (+0%)
Value$5.4M (-$172.4K)
Filed 2026-10-13
Welch Group, LLC
INCREASED
Shares15,791 from 13,515
Change+2,276 (+17%)
Value$5.4M (+$605.4K)
Filed 2026-10-29
Maseco LLP
INCREASED
Shares15,776 from 15,711
Change+65 (+0%)
Value$5.4M (-$175.0K)
Filed 2026-10-27
Berbice Capital Management LLC
UNCHANGED
Shares15,760 from 15,760
Change0 (0%)
Value$5.4M (-$198.4K)
Filed 2026-10-13
Ballast, Inc.
INCREASED
Shares15,717 from 15,191
Change+526 (+3%)
Value$5.4M (-$12.0K)
Filed 2026-10-20
Tandem Capital Management Corp
DECREASED
Shares15,691 from 16,049
Change-358 (-2%)
Value$5.3M (-$324.0K)
Filed 2026-10-22
McCollum Christoferson Group LLC
NEW
Shares15,653
Change+15,653
Value$144.8K
Filed 2026-10-13
Corda Investment Management, Llc.
INCREASED
Shares15,649 from 15,581
Change+68 (+0%)
Value$5.3M (-$173.1K)
Filed 2026-10-22
Primoris Wealth Advisors, LLC
UNCHANGED
Shares15,642 from 15,642
Change0 (0%)
Value$5.3M (-$196.9K)
Filed 2026-10-28
Chickasaw Capital Management LLC
DECREASED
Shares15,639 from 17,659
Change-2,020 (-11%)
Value$5.3M (-$910.2K)
Filed 2026-10-08
Emerald Advisors, LLC
INCREASED
Shares15,624 from 14,699
Change+925 (+6%)
Value$5.3M (+$129.9K)
Filed 2026-10-13
Independence Bank of Kentucky
DECREASED
Shares15,560 from 15,695
Change-135 (-1%)
Value$5.3M (-$243.6K)
Filed 2026-10-26
Goldenstone Wealth Management LLC
INCREASED
Shares15,526 from 14,950
Change+576 (+4%)
Value$5.3M (+$8.1K)
Filed 2026-11-04
Inspirion Wealth Advisors, LLC
INCREASED
Shares15,472 from 15,306
Change+166 (+1%)
Value$5.3M (-$206.0K)
Filed 2026-10-09
Ipswich Investment Management Co., Inc.
INCREASED
Shares15,452 from 15,372
Change+80 (+1%)
Value$5.3M (-$166.3K)
Filed 2026-10-13
Park National Corp
DECREASED
Shares15,442 from 15,945
Change-503 (-3%)
Value$5.3M (-$372.1K)
Filed 2026-10-05
Montis Financial, LLC
DECREASED
Shares15,428 from 15,631
Change-203 (-1%)
Value$5.3M (-$265.9K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
DECREASED
Shares15,424 from 15,653
Change-229 (-1%)
Value$5.3M (-$275.1K)
Filed 2026-10-22
Triad Investment Management
INCREASED
Shares15,398 from 14,879
Change+519 (+3%)
Value$5.2M (-$10.5K)
Filed 2026-10-13
Regatta Capital Group, LLC
INCREASED
Shares15,395 from 14,908
Change+487 (+3%)
Value$5.2M (-$21.7K)
Filed 2026-10-23
Focus Financial Network, Inc.
INCREASED
Shares15,332 from 14,744
Change+588 (+4%)
Value$5.2M (+$14.7K)
Filed 2026-10-14
Grandview Asset Management LLC
DECREASED
Shares15,307 from 32,689
Change-17,382 (-53%)
Value$5.2M (-$6.3M)
Filed 2026-10-19
Stone Wealth Partners
INCREASED
Shares15,301 from 7,968
Change+7,333 (+92%)
Value$5.2M (+$2.4M)
Filed 2026-11-05
Matauro, LLC
INCREASED
Shares15,279 from 12,343
Change+2,936 (+24%)
Value$5.2M (+$845.0K)
Filed 2026-11-03
Covenant Asset Management, LLC
INCREASED
Shares15,200 from 15,170
Change+30 (+0%)
Value$5.2M (-$180.8K)
Filed 2026-10-14
Bria Capital Group, LLC
INCREASED
Shares15,191 from 7,803
Change+7,388 (+95%)
Value$5.2M (+$2.4M)
Filed 2026-10-22
Baker Chad R
UNCHANGED
Shares15,135 from 15,135
Change0 (0%)
Value$5.2M (-$190.6K)
Filed 2026-10-22
Amarillo National Bank
DECREASED
Shares15,131 from 15,169
Change-38 (0%)
Value$5.2M (-$203.9K)
Filed 2026-10-23
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares15,126
Change+15,126
Value$5.2M
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares15,126 from 14,812
Change+314 (+2%)
Value$5.2M (-$79.5K)
Filed 2026-10-20
Parisi Gray Wealth Management
DECREASED
Shares15,121 from 15,158
Change-37 (0%)
Value$5.2M (-$203.3K)
Filed 2026-10-16
Arta Finance Wealth Management LLC
DECREASED
Shares15,082 from 28,265
Change-13,183 (-47%)
Value$5.1M (-$4.8M)
Filed 2026-10-28
Allegheny Financial Group
DECREASED
Shares15,068 from 15,525
Change-457 (-3%)
Value$5.1M (-$351.1K)
Filed 2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED
Shares15,044 from 13,401
Change+1,643 (+12%)
Value$5.1M (+$391.1K)
Filed 2026-11-04
Northstar Asset Management Co
UNCHANGED
Shares15,030 from 15,030
Change0 (0%)
Value$5.0M (+$178.3K)
Filed 2026-10-22
Renaissance Investment Group LLC
DECREASED
Shares14,970 from 15,997
Change-1,027 (-6%)
Value$5.1M (-$551.6K)
Filed 2026-10-28
Beacon Financial Group
DECREASED
Shares14,924 from 15,689
Change-765 (-5%)
Value$5.1M (-$458.3K)
Filed 2026-10-19
Watershed Private Wealth LLC
INCREASED
Shares14,903 from 13,970
Change+933 (+7%)
Value$5.1M (+$142.0K)
Filed 2026-10-30
Davidson Trust Co
INCREASED
Shares14,860 from 14,659
Change+201 (+1%)
Value$5.1M (-$116.1K)
Filed 2026-10-09
AK Global Asset Management, LLC
DECREASED
Shares14,835 from 14,885
Change-50 (0%)
Value$5.1M (-$215.0K)
Filed 2026-10-27
Collar Capital Management, LLC
INCREASED
Shares14,794 from 14,672
Change+122 (+1%)
Value$5.0M (-$143.2K)
Filed 2026-10-28
Hoffman, Alan N Investment Management
UNCHANGED
Shares14,766 from 14,766
Change0 (0%)
Value$5.0M (-$185.9K)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares14,676 from 14,429
Change+247 (+2%)
Value$5.0M (-$97.2K)
Filed 2026-10-15
Harrell Investment Partners, LLC
INCREASED
Shares14,667 from 14,638
Change+29 (+0%)
Value$5.0M (-$174.5K)
Filed 2026-10-15
Dudley Capital Management, LLC
DECREASED
Shares14,663 from 15,263
Change-600 (-4%)
Value$5.0M (-$396.6K)
Filed 2026-10-23
Shira Ridge Wealth Management
DECREASED
Shares14,646 from 14,820
Change-174 (-1%)
Value$5.0M (-$245.9K)
Filed 2026-10-09
Northcape Wealth Management, LLC
DECREASED
Shares14,636 from 16,492
Change-1,856 (-11%)
Value$5.0M (-$840.0K)
Filed 2026-11-04
Gilliland Jeter Wealth Management LLC
DECREASED
Shares14,623 from 14,649
Change-26 (0%)
Value$5.0M (-$193.2K)
Filed 2026-10-28
Montecito Bank & Trust
INCREASED
Shares14,596 from 14,440
Change+156 (+1%)
Value$5.0M (-$128.6K)
Filed 2026-10-01
AUA Capital Management, LLC
DECREASED
Shares14,592 from 15,179
Change-587 (-4%)
Value$5.0M (-$391.1K)
Filed 2026-10-15
Patrick M Sweeney & Associates, Inc
INCREASED
Shares14,590 from 14,589
Change+1 (+0%)
Value$5.0M (-$183.6K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares14,589
Change+14,589
Value$5.0M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares14,589 from 14,276
Change+313 (+2%)
Value$5.0M (-$73.2K)
Filed 2026-10-14
James J. Burns & Company, LLC
DECREASED
Shares14,565 from 14,741
Change-176 (-1%)
Value$5.0M (-$245.2K)
Filed 2026-10-22
TCI Wealth Advisors, Inc.
DECREASED
Shares14,564 from 15,810
Change-1,246 (-8%)
Value$5.0M (-$623.6K)
Filed 2026-10-30
Income Insurance Ltd
INCREASED
Shares14,561 from 14,361
Change+200 (+1%)
Value$5.0M (-$112.7K)
Filed 2026-10-21
Ted Buchan & Co
INCREASED
Shares14,527 from 14,155
Change+372 (+3%)
Value$5.0M (-$51.1K)
Filed 2026-10-23
Whelan Financial
INCREASED
Shares14,479 from 13,454
Change+1,025 (+8%)
Value$4.9M (+$179.9K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
INCREASED
Shares14,460 from 14,171
Change+289 (+2%)
Value$4.9M (-$79.7K)
Filed 2026-11-06
Darden Wealth Group Inc
DECREASED
Shares14,434 from 14,713
Change-279 (-2%)
Value$4.9M (-$280.3K)
Filed 2026-11-06
BankPlus Trust Department
INCREASED
Shares14,417 from 14,042
Change+375 (+3%)
Value$4.9M (-$49.0K)
Filed 2026-11-06
Argent Capital Management LLC
DECREASED
Shares14,398 from 14,658
Change-260 (-2%)
Value$4.9M (-$273.0K)
Filed 2026-10-05
Central Pacific Bank - Trust Division
DECREASED
Shares14,374 from 15,031
Change-657 (-4%)
Value$4.9M (-$413.1K)
Filed 2026-10-06
Greenspring Advisors, LLC
INCREASED
Shares14,361 from 14,323
Change+38 (+0%)
Value$4.9M (-$167.5K)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares14,354 from 13,460
Change+894 (+7%)
Value$4.9M (+$134.9K)
Filed 2026-10-19
Magnolia Capital Management LTD
DECREASED
Shares14,320 from 14,545
Change-225 (-2%)
Value$4.9M (-$260.0K)
Filed 2026-10-09
Bison Wealth, LLC
INCREASED
Shares14,312 from 12,853
Change+1,459 (+11%)
Value$5.0M (+$304.5K)
Filed 2026-10-13
LMG Wealth Partners, LLC
INCREASED
Shares14,312 from 13,962
Change+350 (+3%)
Value$4.9M (-$56.3K)
Filed 2026-11-05
Daytona Street Capital LLC
DECREASED
Shares14,278 from 14,829
Change-551 (-4%)
Value$4.9M (-$357.5K)
Filed 2026-10-15
Corundum Group, Inc.
INCREASED
Shares14,256 from 9,510
Change+4,746 (+50%)
Value$4.9M (+$1.5M)
Filed 2026-10-28
Sageworth Trust Co
INCREASED
Shares14,241 from 13,524
Change+717 (+5%)
Value$4.9M (+$74.0K)
Filed 2026-10-30
McHugh Group, LLC
UNCHANGED
Shares14,210 from 14,210
Change0 (0%)
Value$4.8M (-$178.9K)
Filed 2026-10-19
SmartHarvest Portfolios, LLC
DECREASED
Shares14,195 from 17,197
Change-3,002 (-17%)
Value$4.8M (-$1.2M)
Filed 2026-10-26
Lighthouse Financial LLC
INCREASED
Shares14,187 from 12,158
Change+2,029 (+17%)
Value$4.8M (+$538.3K)
Filed 2026-10-23
WBH Advisory Inc
INCREASED
Shares14,143 from 13,647
Change+496 (+4%)
Value$4.8M (-$2.9K)
Filed 2026-11-05
Sullivan Wood Capital Management LLC
INCREASED
Shares14,139 from 12,854
Change+1,285 (+10%)
Value$4.8M (+$276.0K)
Filed 2026-10-13
Investment Partners, Ltd.
INCREASED
Shares14,132 from 8,109
Change+6,023 (+74%)
Value$4.8M (+$2.0M)
Filed 2026-10-29
Stillwater Wealth Management Group
DECREASED
Shares14,115 from 14,657
Change-542 (-4%)
Value$4.8M (-$369.2K)
Filed 2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED
Shares14,057 from 14,627
Change-570 (-4%)
Value$4.8M (-$379.0K)
Filed 2026-11-04
D'Orazio & Associates, Inc.
INCREASED
Shares14,057 from 13,921
Change+136 (+1%)
Value$4.8M (-$128.9K)
Filed 2026-11-04
Alhambra Investment Management LLC
DECREASED
Shares14,047 from 14,073
Change-26 (0%)
Value$4.8M (-$186.0K)
Filed 2026-10-15
Tranquility Partners, LLC
DECREASED
Shares14,046 from 14,615
Change-569 (-4%)
Value$4.8M (-$377.8K)
Filed 2026-10-20
International Private Wealth Advisors LLC
INCREASED
Shares14,041 from 9,903
Change+4,138 (+42%)
Value$4.8M (+$1.3M)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares14,022 from 14,689
Change-667 (-5%)
Value$4.8M (-$412.0K)
Filed 2026-10-15
626 Financial, LLC
DECREASED
Shares13,991 from 14,160
Change-169 (-1%)
Value$4.8M (-$235.8K)
Filed 2026-11-04
Kentucky Trust Co
DECREASED
Shares13,974 from 15,344
Change-1,370 (-9%)
Value$4.8M (-$660.0K)
Filed 2026-10-15
Artemis Wealth Advisors, LLC
INCREASED
Shares13,973 from 13,316
Change+657 (+5%)
Value$4.8M (+$56.4K)
Filed 2026-11-05
Goldstein Advisors, LLC
DECREASED
Shares13,935 from 14,040
Change-105 (-1%)
Value$4.7M (-$212.5K)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares13,926 from 13,578
Change+348 (+3%)
Value$4.7M (-$52.4K)
Filed 2026-11-04
Cardinal Capital Management
DECREASED
Shares13,922 from 13,942
Change-20 (0%)
Value$4.7M (-$182.3K)
Filed 2026-10-21
Murphy Pohlad Asset Management LLC
DECREASED
Shares13,918 from 14,429
Change-511 (-4%)
Value$4.7M (-$355.8K)
Filed 2026-10-22
TradeWell Securities, Llc.
INCREASED
Shares13,902 from 13,839
Change+63 (+0%)
Value$4.7M (-$152.8K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
INCREASED
Shares13,888 from 13,811
Change+77 (+1%)
Value$4.7M (-$147.6K)
Filed 2026-11-03
Symmetry Partners, LLC
INCREASED
Shares13,883 from 12,255
Change+1,628 (+13%)
Value$4.7M (+$400.7K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
DECREASED
Shares13,871 from 14,272
Change-401 (-3%)
Value$4.7M (-$316.6K)
Filed 2026-10-07
Affiance Financial, LLC
DECREASED
Shares13,868 from 13,920
Change-52 (0%)
Value$4.7M (-$193.0K)
Filed 2026-10-15
Vanguard Capital Wealth Advisors
DECREASED
Shares13,850 from 14,046
Change-196 (-1%)
Value$4.7M (-$243.6K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares13,826 from 14,013
Change-187 (-1%)
Value$4.7M (-$240.0K)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares13,782 from 13,116
Change+666 (+5%)
Value$4.7M (+$79.8K)
Filed 2026-10-14
Greenwood Capital Associates LLC
INCREASED
Shares13,739 from 13,378
Change+361 (+3%)
Value$4.7M (-$45.4K)
Filed 2026-10-27
Blueprint Financial Advisors LLC
DECREASED
Shares13,695 from 14,496
Change-801 (-6%)
Value$4.7M (-$455.3K)
Filed 2026-10-28
First Nebraska Trust Co
UNCHANGED
Shares13,680 from 13,680
Change0 (0%)
Value$4.7M (-$172.4K)
Filed 2026-10-30
Cromwell Holdings LLC
DECREASED
Shares13,664 from 14,198
Change-534 (-4%)
Value$4.7M (-$360.7K)
Filed 2026-10-28
OAK Family Advisors, LLC
DECREASED
Shares13,658 from 15,254
Change-1,596 (-10%)
Value$4.7M (-$735.9K)
Filed 2026-10-19
Albion Financial Group
INCREASED
Shares13,636 from 13,259
Change+377 (+3%)
Value$4.6M (-$38.5K)
Filed 2026-10-21
Navigation Group, LLC
UNCHANGED
Shares13,629 from 13,629
Change0 (0%)
Value$4.6M (-$171.6K)
Filed 2026-10-28
Condor Capital Management
DECREASED
Shares13,627 from 14,367
Change-740 (-5%)
Value$4.6M (-$433.0K)
Filed 2026-11-06
Traphagen Investment Advisors LLC
INCREASED
Shares13,569 from 13,502
Change+67 (+1%)
Value$4.6M (-$147.3K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
DECREASED
Shares13,549 from 15,020
Change-1,471 (-10%)
Value$4.6M (-$690.4K)
Filed 2026-10-22
Rubicon Advisors, GP
INCREASED
Shares13,548 from 13,181
Change+367 (+3%)
Value$4.6M (-$40.9K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
INCREASED
Shares13,509 from 13,423
Change+86 (+1%)
Value$4.6M (-$139.9K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares13,508 from 11,906
Change+1,602 (+13%)
Value$4.6M (+$396.0K)
Filed 2026-10-28
Revisor Wealth Management LLC
INCREASED
Shares13,434 from 12,968
Change+466 (+4%)
Value$4.5M (-$36.4K)
Filed 2026-10-20
Plimoth Trust Co LLC
INCREASED
Shares13,426 from 13,402
Change+24 (+0%)
Value$4.6M (-$160.6K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
DECREASED
Shares13,423 from 13,778
Change-355 (-3%)
Value$4.6M (-$294.4K)
Filed 2026-10-13
InTrack Investment Management Inc
INCREASED
Shares13,397 from 13,255
Change+142 (+1%)
Value$4.6M (-$118.5K)
Filed 2026-10-15
Align Financial, LLC
INCREASED
Shares13,364 from 1,570
Change+11,794 (+751%)
Value$4.6M (+$4.0M)
Filed 2026-10-16
Legacy Private Trust Co.
DECREASED
Shares13,349 from 13,469
Change-120 (-1%)
Value$4.5M (-$210.5K)
Filed 2026-10-06
Stablepoint Partners, LLC
INCREASED
Shares13,331 from 10,263
Change+3,068 (+30%)
Value$4.5M (+$916.1K)
Filed 2026-11-03
Focused Wealth Management, Inc
INCREASED
Shares13,310 from 13,301
Change+9 (+0%)
Value$4.5M (-$164.2K)
Filed 2026-10-30
Princeton Capital Management LLC
UNCHANGED
Shares13,306 from 13,306
Change0 (0%)
Value$4.5M (-$167.5K)
Filed 2026-10-27
Jones Kertz & Associates, Inc.
DECREASED
Shares13,265 from 14,240
Change-975 (-7%)
Value$4.5M (-$511.5K)
Filed 2026-10-28
Piar LLC
INCREASED
Shares13,252 from 9,272
Change+3,980 (+43%)
Value$4.5M (+$1.2M)
Filed 2026-10-21
XXI Wealth, LLC
DECREASED
Shares13,239 from 13,472
Change-233 (-2%)
Value$4.5M (-$249.0K)
Filed 2026-10-22
Golden Reserve Retirement LLC
INCREASED
Shares13,190 from 8,405
Change+4,785 (+57%)
Value$4.5M (+$1.5M)
Filed 2026-11-02
Burford Brothers, Inc.
DECREASED
Shares13,180 from 13,185
Change-5 (0%)
Value$4.5M (-$168.0K)
Filed 2026-10-21
Dagco, Inc.
INCREASED
Shares13,178 from 12,885
Change+293 (+2%)
Value$4.5M (-$62.5K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
DECREASED
Shares13,163 from 13,239
Change-76 (-1%)
Value$4.5M (-$192.6K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
DECREASED
Shares13,162 from 13,195
Change-33 (0%)
Value$4.5M (-$177.4K)
Filed 2026-11-02
Oak Asset Management, LLC
DECREASED
Shares13,151 from 13,161
Change-10 (0%)
Value$4.5M (-$169.1K)
Filed 2026-10-13
Fiduciary Family Office, LLC
INCREASED
Shares13,149 from 11,154
Change+1,995 (+18%)
Value$4.5M (+$539.3K)
Filed 2026-11-04
Clear Wave Wealth Management LLC
INCREASED
Shares13,148 from 11,738
Change+1,410 (+12%)
Value$4.5M (+$332.7K)
Filed 2026-11-04
Kieckhefer Group LLC
INCREASED
Shares13,125 from 873
Change+12,252 (+1403%)
Value$4.5M (+$4.2M)
Filed 2026-10-13
Pettinga Financial Advisors LLC
DECREASED
Shares13,111 from 13,187
Change-76 (-1%)
Value$4.5M (-$191.9K)
Filed 2026-10-13
Anderson Hoagland & Co
INCREASED
Shares13,109 from 13,032
Change+77 (+1%)
Value$4.2M (-$399.8K)
Filed 2026-10-23
Baugh & Associates, LLC
INCREASED
Shares13,019 from 11,641
Change+1,378 (+12%)
Value$3.8M (-$266.5K)
Filed 2026-10-16
Agate Pass Investment Management, LLC
INCREASED
Shares13,014 from 12,004
Change+1,010 (+8%)
Value$4.4M (+$193.0K)
Filed 2026-10-20
Legacy Trust
INCREASED
Shares13,005 from 12,755
Change+250 (+2%)
Value$3.6M (-$888.5K)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares12,995 from 12,636
Change+359 (+3%)
Value$4.4M (-$37.0K)
Filed 2026-10-26
BetterWealth, LLC
DECREASED
Shares12,954 from 15,963
Change-3,009 (-19%)
Value$4.4M (-$1.2M)
Filed 2026-10-15
Fell Capital Management
DECREASED
Shares12,953 from 14,087
Change-1,134 (-8%)
Value$4.4M (-$563.8K)
Filed 2026-10-09
RIA Advisory Group LLC
DECREASED
Shares12,940 from 18,918
Change-5,978 (-32%)
Value$4.4M (-$2.3M)
Filed 2026-10-15
Carmel Capital Partners, LLC
DECREASED
Shares12,905 from 14,150
Change-1,245 (-9%)
Value$4.4M (-$602.3K)
Filed 2026-11-03
BNB Wealth Management, LLC
DECREASED
Shares12,846 from 13,087
Change-241 (-2%)
Value$4.4M (-$247.2K)
Filed 2026-10-28
Triton Wealth Management, Pllc
INCREASED
Shares12,836 from 11,277
Change+1,559 (+14%)
Value$3.6M (-$480.9K)
Filed 2026-11-04
Insight Wealth Strategies, LLC
INCREASED
Shares12,828 from 12,674
Change+154 (+1%)
Value$4.4M (-$164.8K)
Filed 2026-10-09
Western Pacific Wealth Management, LP
UNCHANGED
Shares12,798 from 12,798
Change0 (0%)
Value$4.4M (-$161.1K)
Filed 2026-10-16
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares12,783 from 12,820
Change-37 (0%)
Value$4.4M (-$174.0K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED
Shares12,720 from 13,266
Change-546 (-4%)
Value$4.3M (-$353.0K)
Filed 2026-10-15
Stackstone Wealth, LLC
NEW
Shares12,711
Change+12,711
Value$4.3M
Filed 2026-10-19
Iams Wealth Management, LLC
INCREASED
Shares12,649 from 10,462
Change+2,187 (+21%)
Value$4.3M (+$613.2K)
Filed 2026-10-15
Embree Financial Group
INCREASED
Shares12,648 from 11,054
Change+1,594 (+14%)
Value$4.3M (+$403.7K)
Filed 2026-10-22
Victory Financial Group, LLC
INCREASED
Shares12,633 from 11,022
Change+1,611 (+15%)
Value$4.3M (+$410.1K)
Filed 2026-10-27
Bluedoor Private Wealth, LLC
DECREASED
Shares12,609 from 13,060
Change-451 (-3%)
Value$4.3M (-$318.1K)
Filed 2026-11-05
4J Wealth Management LLC
DECREASED
Shares12,555 from 12,685
Change-130 (-1%)
Value$4.3M (-$204.0K)
Filed 2026-11-02
Purkiss Capital Advisors LLC
DECREASED
Shares12,546 from 12,606
Change-60 (0%)
Value$4.3M (-$179.1K)
Filed 2026-11-06
Trust Investment Advisors
INCREASED
Shares12,544 from 11,909
Change+635 (+5%)
Value$4.3M (+$66.6K)
Filed 2026-10-20
Bank of New Hampshire
DECREASED
Shares12,541 from 14,336
Change-1,795 (-13%)
Value$4.3M (-$792.1K)
Filed 2026-10-06
Southland Equity Partners LLC
INCREASED
Shares12,535 from 12,493
Change+42 (+0%)
Value$4.3M (-$143.1K)
Filed 2026-10-14
Financial Futures Ltd Liability Co.
INCREASED
Shares12,532 from 7,693
Change+4,839 (+63%)
Value$4.3M (+$1.6M)
Filed 2026-10-13
Earned Wealth Advisors, LLC
INCREASED
Shares12,521 from 7,621
Change+4,900 (+64%)
Value$4.3M (+$1.6M)
Filed 2026-11-06
Del-Sette Capital Management, LLC
INCREASED
Shares12,485 from 7,290
Change+5,195 (+71%)
Value$4.3M (+$1.7M)
Filed 2026-10-23
Values Added Financial LLC
INCREASED
Shares12,468 from 12,448
Change+20 (+0%)
Value$4.2M (-$149.9K)
Filed 2026-10-28
Destiny Wealth Partners, LLC
INCREASED
Shares12,445 from 1,873
Change+10,572 (+564%)
Value$3.5M (+$2.8M)
Filed 2026-11-05
Impact Capital Partners LLC
DECREASED
Shares12,436 from 12,840
Change-404 (-3%)
Value$4.2M (-$299.3K)
Filed 2026-10-22
Fulton Breakefield Broenniman LLC
DECREASED
Shares12,432 from 13,551
Change-1,119 (-8%)
Value$4.2M (-$552.0K)
Filed 2026-11-03
Kennon-Green & Company, LLC
DECREASED
Shares12,413 from 12,644
Change-231 (-2%)
Value$4.2M (-$237.9K)
Filed 2026-10-05
Lincoln Capital LLC
DECREASED
Shares12,402 from 12,497
Change-95 (-1%)
Value$4.2M (-$201.9K)
Filed 2026-10-09
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares12,391 from 13,537
Change-1,146 (-8%)
Value$4.2M (-$560.8K)
Filed 2026-10-06
Rhodes Investment Advisors Inc
DECREASED
Shares12,378 from 12,485
Change-107 (-1%)
Value$4.2M (-$193.6K)
Filed 2026-10-07
Newman Dignan & Sheerar, Inc.
DECREASED
Shares12,358 from 12,593
Change-235 (-2%)
Value$4.2M (-$238.6K)
Filed 2026-10-21
Natural Investments, LLC
INCREASED
Shares12,352 from 12,260
Change+92 (+1%)
Value$4.2M (-$122.1K)
Filed 2026-11-06
Buckhead Capital Management LLC
INCREASED
Shares12,347 from 12,326
Change+21 (+0%)
Value$4.2M (-$148.0K)
Filed 2026-11-03
Delta Capital Management LLC
INCREASED
Shares12,275 from 11,845
Change+430 (+4%)
Value$4.2M (-$2.0K)
Filed 2026-10-16
MCF Advisors LLC
DECREASED
Shares12,260 from 14,263
Change-2,003 (-14%)
Value$4.2M (-$862.0K)
Filed 2026-10-28
Radnor Capital Management, LLC
DECREASED
Shares12,245 from 12,340
Change-95 (-1%)
Value$4.2M (-$187.7K)
Filed 2026-10-23
Guild Investment Management, Inc.
DECREASED
Shares12,242 from 13,955
Change-1,713 (-12%)
Value$4.2M (-$759.5K)
Filed 2026-11-03
ASO Group Ltd
DECREASED
Shares12,231 from 17,609
Change-5,378 (-31%)
Value$4.2M (-$2.1M)
Filed 2026-11-05
Pacific Sage Partners, LLC
DECREASED
Shares12,218 from 12,367
Change-149 (-1%)
Value$4.2M (-$206.6K)
Filed 2026-10-21
PFC Capital Group, Inc.
INCREASED
Shares12,202 from 12,130
Change+72 (+1%)
Value$4.2M (-$127.3K)
Filed 2026-11-06
Marino, Stram & Associates LLC
UNCHANGED
Shares12,188 from 12,188
Change0 (0%)
Value$4.2M (-$153.4K)
Filed 2026-10-22
Steel Grove Capital Advisors, LLC
DECREASED
Shares12,129 from 12,229
Change-100 (-1%)
Value$4.1M (-$188.0K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares12,126 from 11,652
Change+474 (+4%)
Value$4.1M (+$15.1K)
Filed 2026-10-26
Aldebaran Financial Inc.
INCREASED
Shares12,103 from 12,088
Change+15 (+0%)
Value$4.1M (-$147.3K)
Filed 2026-11-06
MW Advisory, LLC
INCREASED
Shares12,082 from 11,149
Change+933 (+8%)
Value$4.1M (+$177.5K)
Filed 2026-10-19
Three Seasons Wealth, LLC
INCREASED
Shares12,082 from 11,839
Change+243 (+2%)
Value$4.1M (-$66.3K)
Filed 2026-11-03
Bell Investment Advisors, Inc
DECREASED
Shares12,060 from 12,321
Change-261 (-2%)
Value$4.1M (-$244.0K)
Filed 2026-10-29
Tennessee Valley Asset Management Partners
DECREASED
Shares12,052 from 12,298
Change-246 (-2%)
Value$4.1M (-$238.9K)
Filed 2026-11-03
First Community Trust NA
DECREASED
Shares12,018 from 12,332
Change-314 (-3%)
Value$4.1M (-$262.3K)
Filed 2026-10-07
Alta Capital Management LLC/
DECREASED
Shares12,000 from 13,000
Change-1,000 (-8%)
Value$4.1M (-$504.4K)
Filed 2026-10-26
Greenup Street Wealth Management LLC
DECREASED
Shares11,971 from 12,173
Change-202 (-2%)
Value$4.1M (-$222.0K)
Filed 2026-10-28
Focused Alpha, LLC
DECREASED
Shares11,970 from 11,979
Change-9 (0%)
Value$4.1M (-$153.8K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
DECREASED
Shares11,946 from 12,629
Change-683 (-5%)
Value$4.1M (-$391.5K)
Filed 2026-11-02
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares11,927 from 11,927
Change0 (0%)
Value$4.1M (-$150.2K)
Filed 2026-11-02
Ridgewood Investments LLC
DECREASED
Shares11,882 from 12,464
Change-582 (-5%)
Value$4.0M (-$355.3K)
Filed 2026-10-05
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares11,837 from 11,860
Change-23 (0%)
Value$4.0M (-$157.2K)
Filed 2026-10-22
WealthPLAN Partners, LLC
DECREASED
Shares11,792 from 12,245
Change-453 (-4%)
Value$4.0M (-$308.5K)
Filed 2026-10-15
JBR Co Financial Management Inc
DECREASED
Shares11,783 from 12,176
Change-393 (-3%)
Value$4.2M (-$85.1K)
Filed 2026-10-13
Draper Asset Management, LLC
DECREASED
Shares11,747 from 13,101
Change-1,354 (-10%)
Value$4.0M (-$626.5K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
INCREASED
Shares11,739 from 11,676
Change+63 (+1%)
Value$4.0M (-$125.5K)
Filed 2026-10-05
True Freedom Investing, LLC
INCREASED
Shares11,736 from 11,635
Change+101 (+1%)
Value$4.0M (+$661.2K)
Filed 2026-10-29
GLR Partners, LLC
DECREASED
Shares11,685 from 11,946
Change-261 (-2%)
Value$4.0M (-$239.4K)
Filed 2026-11-04
Carl P. Sherr & Co., LLC
DECREASED
Shares11,671 from 12,389
Change-718 (-6%)
Value$4.0M (-$400.5K)
Filed 2026-11-06
Canopy Partners, LLC
DECREASED
Shares11,633 from 11,725
Change-92 (-1%)
Value$4.0M (-$179.2K)
Filed 2026-10-28
Quantum Financial Advisors, LLC
INCREASED
Shares11,603 from 10,922
Change+681 (+6%)
Value$4.0M (+$94.5K)
Filed 2026-11-03
Pinkerton Wealth, LLC
DECREASED
Shares11,600 from 12,117
Change-517 (-4%)
Value$4.0M (+$476.7K)
Filed 2026-10-29
Hollow Brook Wealth Management LLC
INCREASED
Shares11,568 from 11,235
Change+333 (+3%)
Value$3.9M (-$28.0K)
Filed 2026-10-29
AA Financial Advisors, LLC
INCREASED
Shares11,557 from 10,907
Change+650 (+6%)
Value$3.9M (+$84.0K)
Filed 2026-10-19
White Lighthouse Investment Management Inc.
DECREASED
Shares11,551 from 11,953
Change-402 (-3%)
Value$3.9M (-$287.6K)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares11,547 from 11,828
Change-281 (-2%)
Value$3.9M (-$244.7K)
Filed 2026-11-02
Augustine Asset Management Inc
INCREASED
Shares11,487 from 10,413
Change+1,074 (+10%)
Value$3.9M (+$234.9K)
Filed 2026-10-13
Canandaigua National Trust Co of Florida
NEW
Shares11,458
Change+11,458
Value$3.9M
Filed 2026-10-07
Hengehold Capital Management LLC
INCREASED
Shares11,448 from 9,845
Change+1,603 (+16%)
Value$3.9M (+$422.4K)
Filed 2026-10-16
RFG Holdings, Inc.
INCREASED
Shares11,422 from 11,339
Change+83 (+1%)
Value$3.9M (-$114.3K)
Filed 2026-10-30
Financial Planning Hawaii, Inc.
INCREASED
Shares11,400 from 11,200
Change+200 (+2%)
Value$3.9M (-$72.9K)
Filed 2026-10-13
Valley Brook Capital Group, Inc.
INCREASED
Shares11,382 from 11,312
Change+70 (+1%)
Value$3.9M (-$118.5K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares11,380 from 11,349
Change+31 (+0%)
Value$3.9M (-$132.3K)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares11,345 from 10,916
Change+429 (+4%)
Value$3.9M (+$8.8K)
Filed 2026-11-05
Annex Advisory Services, LLC
INCREASED
Shares11,330 from 10,991
Change+339 (+3%)
Value$3.9M (-$22.9K)
Filed 2026-10-16
Johnson Financial Group, LLC
DECREASED
Shares11,324 from 18,107
Change-6,783 (-37%)
Value$3.9M (-$2.5M)
Filed 2026-11-03
AAF Wealth Management, LLC
DECREASED
Shares11,308 from 11,455
Change-147 (-1%)
Value$3.9M (-$194.5K)
Filed 2026-10-28
Weaver Capital Management LLC
DECREASED
Shares11,286 from 15,388
Change-4,102 (-27%)
Value$3.8M (-$568.6K)
Filed 2026-10-15
Abel Hall, LLC
DECREASED
Shares11,224 from 12,706
Change-1,482 (-12%)
Value$3.8M (-$664.9K)
Filed 2026-10-19
NTV Asset Management LLC
INCREASED
Shares11,223 from 10,723
Change+500 (+5%)
Value$3.8M (+$35.4K)
Filed 2026-10-23
Elevation Wealth Management LLC
DECREASED
Shares11,214 from 11,273
Change-59 (-1%)
Value$3.8M (-$162.2K)
Filed 2026-11-02
Bensler, LLC
DECREASED
Shares11,203 from 11,213
Change-10 (0%)
Value$3.8M (-$144.6K)
Filed 2026-11-05
Legal Advantage Investments, Inc.
INCREASED
Shares11,200 from 9,200
Change+2,000 (+22%)
Value$3.8M (+$565.7K)
Filed 2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$3.8M (-$141.0K)
Filed 2026-10-08
Guardian Partners Inc.
DECREASED
Shares11,195 from 11,245
Change-50 (0%)
Value$3.8M (-$158.6K)
Filed 2026-10-21
Traveka Wealth, LLC
INCREASED
Shares11,189 from 10,286
Change+903 (+9%)
Value$3.8M (+$178.2K)
Filed 2026-10-19
PCA Investment Advisory Services Inc.
DECREASED
Shares11,174 from 11,374
Change-200 (-2%)
Value$3.8M (-$211.3K)
Filed 2026-10-13
Eagle Wealth Advisors LLC
INCREASED
Shares11,163 from 11,069
Change+94 (+1%)
Value$3.8M (-$107.3K)
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares11,151 from 11,518
Change-367 (-3%)
Value$3.8M (-$270.0K)
Filed 2026-10-22
Wealth Dimensions Group, Ltd.
INCREASED
Shares11,113 from 9,860
Change+1,253 (+13%)
Value$3.8M (+$302.8K)
Filed 2026-11-02
Riversedge Advisors, LLC
INCREASED
Shares11,112 from 10,917
Change+195 (+2%)
Value$3.8M (-$70.8K)
Filed 2026-10-09
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$3.8M (-$139.7K)
Filed 2026-10-23
Orca Wealth Management, LLC
INCREASED
Shares11,071 from 10,658
Change+413 (+4%)
Value$3.8M (+$6.6K)
Filed 2026-10-14
Future Financial Wealth Managment LLC
DECREASED
Shares11,064 from 11,316
Change-252 (-2%)
Value$3.8M (+$167.6K)
Filed 2026-10-15
Bath Savings Trust Co
DECREASED
Shares11,054 from 11,912
Change-858 (-7%)
Value$3.8M (-$442.3K)
Filed 2026-10-07
Fulcrum Wealth Advisors, LLC
INCREASED
Shares11,053 from 10,431
Change+622 (+6%)
Value$3.8M (+$80.6K)
Filed 2026-10-16
IPG Investment Advisors LLC
INCREASED
Shares11,027 from 10,047
Change+980 (+10%)
Value$3.8M (+$207.4K)
Filed 2026-10-30
Coyle Financial Counsel LLC
DECREASED
Shares11,015 from 11,359
Change-344 (-3%)
Value$3.8M (-$260.2K)
Filed 2026-10-28
Cohen Capital Management, Inc.
UNCHANGED
Shares11,001 from 11,001
Change0 (0%)
Value$3.7M (-$138.5K)
Filed 2026-10-14
Clean Yield Group
INCREASED
Shares10,986 from 10,985
Change+1 (+0%)
Value$3.7M (-$138.3K)
Filed 2026-10-28
PUREfi Wealth, LLC
INCREASED
Shares10,948 from 10,412
Change+536 (+5%)
Value$3.7M (+$51.4K)
Filed 2026-10-19
Global Trust Asset Management, LLC
DECREASED
Shares10,946 from 11,065
Change-119 (-1%)
Value$3.7M (-$179.9K)
Filed 2026-10-19
Secure Asset Management, LLC
INCREASED
Shares10,942 from 9,338
Change+1,604 (+17%)
Value$3.7M (+$429.3K)
Filed 2026-10-19
May Hill Capital, LLC
INCREASED
Shares10,909 from 10,250
Change+659 (+6%)
Value$3.7M (+$95.5K)
Filed 2026-11-03
Vilga Financial Planning LLC
INCREASED
Shares10,901 from 3,782
Change+7,119 (+188%)
Value$3.7M (+$2.4M)
Filed 2026-10-09
Arlington Trust Co LLC
INCREASED
Shares10,889 from 5,595
Change+5,294 (+95%)
Value$3.7M (+$1.7M)
Filed 2026-10-20
AlpenGlobal Capital LLC
DECREASED
Shares10,881 from 11,381
Change-500 (-4%)
Value$3.7M (-$313.7K)
Filed 2026-11-06
Myecfo, LLC
INCREASED
Shares10,881 from 10,770
Change+111 (+1%)
Value$3.7M (-$98.1K)
Filed 2026-10-14
Eagle Rock Investment Company, LLC
UNCHANGED
Shares10,877 from 10,877
Change0 (0%)
Value$3.7M (-$136.9K)
Filed 2026-10-21
RED Crane Wealth Management, LLC
INCREASED
Shares10,866 from 1,215
Change+9,651 (+794%)
Value$3.7M (+$3.3M)
Filed 2026-10-14
Hofer & Associates. Inc
INCREASED
Shares10,866 from 1,761
Change+9,105 (+517%)
Value$3.7M (+$3.1M)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares10,863 from 10,881
Change-18 (0%)
Value$3.7M (-$66.0K)
Filed 2026-10-21
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares10,863 from 10,856
Change+7 (+0%)
Value$3.7M (-$134.5K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
DECREASED
Shares10,862 from 11,056
Change-194 (-2%)
Value$3.8M (-$255.8K)
Filed 2026-10-13
Waycross Investment Management Co
DECREASED
Shares10,854 from 11,078
Change-224 (-2%)
Value$3.7M (-$215.7K)
Filed 2026-10-14
Westbourne Investment Advisors, Inc.
DECREASED
Shares10,831 from 10,922
Change-91 (-1%)
Value$3.7M (-$168.5K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares10,831 from 10,784
Change+47 (+0%)
Value$3.7M (-$119.7K)
Filed 2026-10-08
Carter Financial Group, Inc.
DECREASED
Shares10,819 from 11,156
Change-337 (-3%)
Value$3.7M (-$255.2K)
Filed 2026-10-21
25 LLC
DECREASED
Shares10,818 from 11,028
Change-210 (-2%)
Value$3.7M (-$210.3K)
Filed 2026-10-13
CLG LLC
DECREASED
Shares10,809 from 10,963
Change-154 (-1%)
Value$3.7M (-$190.5K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares10,807 from 10,587
Change+220 (+2%)
Value$3.7M (-$58.1K)
Filed 2026-11-04
Shrier Wealth Management, LLC
DECREASED
Shares10,797 from 10,933
Change-136 (-1%)
Value$3.7M (-$183.8K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
INCREASED
Shares10,783 from 10,429
Change+354 (+3%)
Value$3.7M (-$10.8K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
INCREASED
Shares10,763 from 6,193
Change+4,570 (+74%)
Value$3.7M (+$1.5M)
Filed 2026-10-28
Sippican Capital Advisors
INCREASED
Shares10,703 from 10,475
Change+228 (+2%)
Value$3.6M (-$54.2K)
Filed 2026-10-23
Arcataur Capital Management LLC
UNCHANGED
Shares10,702 from 10,702
Change0 (0%)
Value$3.6M (-$134.7K)
Filed 2026-10-21
Northern Lights Advisors, Inc.
DECREASED
Shares10,692 from 10,856
Change-164 (-2%)
Value$3.6M (-$192.6K)
Filed 2026-10-21
Barton Investment Management
UNCHANGED
Shares10,635 from 10,635
Change0 (0%)
Value$3.6M (-$133.9K)
Filed 2026-10-27
Cross Staff Investments Inc
INCREASED
Shares10,592 from 10,582
Change+10 (+0%)
Value$3.6M (-$129.7K)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares10,590 from 10,129
Change+461 (+5%)
Value$3.6M (+$29.5K)
Filed 2026-10-01
Guardian Asset Advisors, LLC
INCREASED
Shares10,540 from 10,399
Change+141 (+1%)
Value$3.6M (-$82.4K)
Filed 2026-10-16
StoneRidge PMG Advisors, LLC
NEW
Shares10,520
Change+10,520
Value$3.6M
Filed 2026-11-04
Providence Wealth Advisors, LLC
INCREASED
Shares10,520 from 10,502
Change+18 (+0%)
Value$3.6M (-$150.9K)
Filed 2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED
Shares10,516 from 10,144
Change+372 (+4%)
Value$3.6M (-$47.5K)
Filed 2026-10-21
Palisade Asset Management, LLC
INCREASED
Shares10,516 from 10,344
Change+172 (+2%)
Value$3.6M (-$71.6K)
Filed 2026-11-03
Ejmk Ventures LLC
INCREASED
Shares10,496 from 5,183
Change+5,313 (+103%)
Value$3.6M (+$1.7M)
Filed 2026-10-21
jvl associates llc
INCREASED
Shares10,475 from 10,322
Change+153 (+1%)
Value$3.6M (-$77.8K)
Filed 2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares10,437 from 10,437
Change0 (0%)
Value$3.6M (-$131.4K)
Filed 2026-10-26
Steele Capital Management, Inc.
INCREASED
Shares10,435 from 10,123
Change+312 (+3%)
Value$3.6M (-$21.1K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
DECREASED
Shares10,428 from 10,630
Change-202 (-2%)
Value$3.6M (-$202.7K)
Filed 2026-10-28
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares10,382 from 11,392
Change-1,010 (-9%)
Value$3.5M (-$487.6K)
Filed 2026-11-02
Trust Co of Oklahoma
DECREASED
Shares10,382 from 10,971
Change-589 (-5%)
Value$3.5M (-$338.8K)
Filed 2026-10-15
Orin Green Financial, LLC
UNCHANGED
Shares10,370 from 10,370
Change0 (0%)
Value$3.5M (-$130.6K)
Filed 2026-10-19
R2 Capital Strategies, LLC
INCREASED
Shares10,368 from 10,356
Change+12 (+0%)
Value$3.5M (-$126.2K)
Filed 2026-10-15
LVM Capital Management LTD
DECREASED
Shares10,290 from 10,570
Change-280 (-3%)
Value$3.5M (-$228.8K)
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares10,276 from 10,237
Change+39 (+0%)
Value$3.5M (-$115.6K)
Filed 2026-11-03
Bull Street Advisors, LLC
UNCHANGED
Shares10,265 from 10,265
Change0 (0%)
Value$3.5M (-$129.0K)
Filed 2026-10-20
Viewpoint Capital Management LLC
INCREASED
Shares10,262 from 10,008
Change+254 (+3%)
Value$3.5M (-$39.5K)
Filed 2026-10-27
Cap Partners, LLC
INCREASED
Shares10,256 from 9,702
Change+554 (+6%)
Value$3.5M (+$66.9K)
Filed 2026-10-19
Palacios Wealth Management, LLC
INCREASED
Shares10,250 from 10,072
Change+178 (+2%)
Value$3.5M (-$66.2K)
Filed 2026-11-04
Capstone Wealth Management Group, Inc.
DECREASED
Shares10,236 from 10,285
Change-49 (0%)
Value$3.5M (-$146.2K)
Filed 2026-10-19
Concord Wealth Partners
INCREASED
Shares10,213 from 10,201
Change+12 (+0%)
Value$3.5M (-$124.2K)
Filed 2026-11-02
Wedgewood Investors Inc
INCREASED
Shares10,175 from 10,130
Change+45 (+0%)
Value$3.5M (-$112.2K)
Filed 2026-10-28
Aufman Associates Inc
INCREASED
Shares10,153 from 9,822
Change+331 (+3%)
Value$3.5M (-$11.2K)
Filed 2026-11-04
Strategic Blueprint, LLC
DECREASED
Shares10,124 from 10,230
Change-106 (-1%)
Value$3.4M (-$165.1K)
Filed 2026-10-22
Lountzis Asset Management, LLC
INCREASED
Shares10,119 from 5,465
Change+4,654 (+85%)
Value$3.4M (+$1.5M)
Filed 2026-10-30
Opinicus Capital, Inc.
DECREASED
Shares10,113 from 10,389
Change-276 (-3%)
Value$3.4M (-$225.0K)
Filed 2026-10-28
Western Financial Corp
INCREASED
Shares10,107 from 8,749
Change+1,358 (+16%)
Value$3.4M (+$352.7K)
Filed 2026-10-14
MBM Wealth Consultants, LLC
INCREASED
Shares10,090 from 9,673
Change+417 (+4%)
Value$3.4M (+$20.3K)
Filed 2026-10-20
United Asset Strategies, Inc.
INCREASED
Shares10,086 from 9,014
Change+1,072 (+12%)
Value$3.4M (+$252.0K)
Filed 2026-10-28
Midwest Professional Planners, Ltd.
INCREASED
Shares10,084 from 9,875
Change+209 (+2%)
Value$3.4M (-$52.9K)
Filed 2026-10-29
Silverleafe Capital Partners, LLC
DECREASED
Shares10,049 from 10,672
Change-623 (-6%)
Value$3.4M (-$346.6K)
Filed 2026-10-02
Summit Asset Management, LLC
INCREASED
Shares10,046 from 9,881
Change+165 (+2%)
Value$3.4M (-$68.1K)
Filed 2026-11-05
Heartwood Wealth Advisors LLC
DECREASED
Shares10,046 from 10,100
Change-54 (-1%)
Value$3.4M (-$145.6K)
Filed 2026-10-05
Ashurst Perkins Coie Trust Co
INCREASED
Shares9,919 from 9,840
Change+79 (+1%)
Value$3.4M (-$97.0K)
Filed 2026-10-15
Aire Advisors, LLC
DECREASED
Shares9,905 from 9,942
Change-37 (0%)
Value$3.4M (-$137.9K)
Filed 2026-10-22
Burton Enright Welch
INCREASED
Shares9,894 from 6,995
Change+2,899 (+41%)
Value$3.4M (+$899.7K)
Filed 2026-11-04
Bigelow Investment Advisors, LLC
DECREASED
Shares9,874 from 10,369
Change-495 (-5%)
Value$3.4M (-$299.2K)
Filed 2026-10-13
New England Research & Management, Inc.
INCREASED
Shares9,870 from 9,620
Change+250 (+3%)
Value$3.4M (-$35.9K)
Filed 2026-10-16
Arrow Financial Corp
DECREASED
Shares9,853 from 10,857
Change-1,004 (-9%)
Value$3.4M (-$478.8K)
Filed 2026-10-26
Summa Corp.
INCREASED
Shares9,837 from 4,706
Change+5,131 (+109%)
Value$3.4M (+$1.7M)
Filed 2026-10-30
Jefferson Bridge Capital, LLC
UNCHANGED
Shares9,760 from 9,760
Change0 (0%)
Value$3.3M (-$122.9K)
Filed 2026-11-06
Legacy Bridge, LLC
DECREASED
Shares9,695 from 10,695
Change-1,000 (-9%)
Value$3.3M (-$475.4K)
Filed 2026-10-28
Copper Harbor Investment Advisors, LLC
DECREASED
Shares9,690 from 9,695
Change-5 (0%)
Value$3.3M (-$123.7K)
Filed 2026-10-16
Redmond Asset Management, LLC
DECREASED
Shares9,682 from 9,977
Change-295 (-3%)
Value$3.3M (-$226.1K)
Filed 2026-10-27
Ares Financial Consulting, LLC
INCREASED
Shares9,666 from 9,576
Change+90 (+1%)
Value$3.3M (-$89.9K)
Filed 2026-10-19
Meridian Financial Partners LLC
INCREASED
Shares9,651 from 9,561
Change+90 (+1%)
Value$3.3M (-$210.9K)
Filed 2026-10-23
Seven Mile Advisory
DECREASED
Shares9,647 from 10,584
Change-937 (-9%)
Value$3.3M (-$452.5K)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
DECREASED
Shares9,644 from 9,904
Change-260 (-3%)
Value$3.3M (-$213.2K)
Filed 2026-10-09
Ervin Investment Management, LLC
DECREASED
Shares9,641 from 9,796
Change-155 (-2%)
Value$3.3M (-$176.1K)
Filed 2026-10-23
Lodestar Private Asset Management LLC
DECREASED
Shares9,632 from 9,728
Change-96 (-1%)
Value$3.3M (-$155.1K)
Filed 2026-10-26
Blue Line Capital, LLC / IL
INCREASED
Shares9,598 from 8,580
Change+1,018 (+12%)
Value$3.3M (+$239.1K)
Filed 2026-11-04
Integral Investment Advisors, Inc.
INCREASED
Shares9,574 from 9,573
Change+1 (+0%)
Value$3.3M (-$120.3K)
Filed 2026-11-03
Crown Wealth Group, LLC
INCREASED
Shares9,563 from 9,336
Change+227 (+2%)
Value$3.3M (-$40.0K)
Filed 2026-10-19
First Command Advisory Services, Inc.
DECREASED
Shares9,547 from 11,908
Change-2,361 (-20%)
Value$3.3M (-$954.4K)
Filed 2026-11-05
Atala Financial Inc
UNCHANGED
Shares9,542 from 9,542
Change0 (0%)
Value$3.3M (-$120.1K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
DECREASED
Shares9,531 from 9,940
Change-409 (-4%)
Value$3.2M (-$264.4K)
Filed 2026-11-03
Worth Financial Advisory Group, LLC
DECREASED
Shares9,531 from 9,637
Change-106 (-1%)
Value$3.2M (-$157.4K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
INCREASED
Shares9,525 from 9,492
Change+33 (+0%)
Value$3.2M (-$108.3K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED
Shares9,514 from 9,302
Change+212 (+2%)
Value$3.2M (-$45.0K)
Filed 2026-10-05
Solidarity Wealth, LLC
INCREASED
Shares9,507 from 9,367
Change+140 (+1%)
Value$3.2M (-$70.2K)
Filed 2026-10-15
Skylands Capital, LLC
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$3.2M (-$119.6K)
Filed 2026-10-21
Trust Co of the South
DECREASED
Shares9,488 from 9,613
Change-125 (-1%)
Value$3.2M (-$163.6K)
Filed 2026-10-21
Hill Island Financial LLC
DECREASED
Shares9,446 from 9,501
Change-55 (-1%)
Value$3.2M (-$138.4K)
Filed 2026-10-20
Markowski Investments
DECREASED
Shares9,445 from 13,245
Change-3,800 (-29%)
Value$3.2M (-$1.5M)
Filed 2026-10-30
Brown Miller Wealth Management, LLC
INCREASED
Shares9,441 from 8,362
Change+1,079 (+13%)
Value$3.2M (+$262.3K)
Filed 2026-11-02
Syntax Research, Inc.
DECREASED
Shares9,430 from 9,868
Change-438 (-4%)
Value$3.2M (-$273.4K)
Filed 2026-11-04
LexAurum Advisors, LLC
INCREASED
Shares9,418 from 9,387
Change+31 (+0%)
Value$3.2M (-$107.7K)
Filed 2026-10-19
Emprise Bank
DECREASED
Shares9,408 from 9,822
Change-414 (-4%)
Value$3.2M (-$264.7K)
Filed 2026-10-07
Sentry LLC
INCREASED
Shares9,406 from 9,050
Change+356 (+4%)
Value$3.2M (+$7.4K)
Filed 2026-10-30
Mindset Wealth Management, LLC
INCREASED
Shares9,398 from 9,115
Change+283 (+3%)
Value$3.2M (-$18.3K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED
Shares9,378 from 9,427
Change-49 (-1%)
Value$3.2M (-$135.4K)
Filed 2026-10-13
Asset Advisory Group, Inc.
DECREASED
Shares9,369 from 9,371
Change-2 (0%)
Value$3.2M (-$118.4K)
Filed 2026-10-20
Providence First Trust Co
DECREASED
Shares9,364 from 9,854
Change-490 (-5%)
Value$3.2M (-$291.0K)
Filed 2026-11-02
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares9,350 from 13,110
Change-3,760 (-29%)
Value$3.2M (-$1.4M)
Filed 2026-10-29
Intelligent Financial Strategies
UNCHANGED
Shares9,339 from 9,339
Change0 (0%)
Value$3.2M (-$117.5K)
Filed 2026-10-16
Tortoise Investment Management, LLC
INCREASED
Shares9,338 from 3,986
Change+5,352 (+134%)
Value$3.2M (+$1.8M)
Filed 2026-11-06
Catalyst Capital Advisors LLC
INCREASED
Shares9,334 from 9,295
Change+39 (+0%)
Value$3.2M (-$103.7K)
Filed 2026-11-02
Westover Capital Advisors, LLC
DECREASED
Shares9,291 from 9,361
Change-70 (-1%)
Value$3.2M (-$141.7K)
Filed 2026-10-26
Lantern Wealth Advisors, LLC
INCREASED
Shares9,274 from 8,153
Change+1,121 (+14%)
Value$3.2M (+$279.3K)
Filed 2026-10-22
Sage Investment Advisers LLC
INCREASED
Shares9,264 from 8,917
Change+347 (+4%)
Value$3.2M (+$6.1K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares9,257 from 9,688
Change-431 (-4%)
Value$3.2M (-$269.1K)
Filed 2026-10-13
West Paces Advisors Inc.
DECREASED
Shares9,254 from 9,514
Change-260 (-3%)
Value$3.2M (-$208.4K)
Filed 2026-10-13
NBZ Investment Advisors LLC
UNCHANGED
Shares9,238 from 9,238
Change0 (0%)
Value$3.1M (-$116.3K)
Filed 2026-10-30
Peachtree Investment Partners, LLC
INCREASED
Shares9,220 from 8,576
Change+644 (+8%)
Value$3.1M (+$111.3K)
Filed 2026-11-05
Cannon Capital Management, Inc.
INCREASED
Shares9,181 from 9,062
Change+119 (+1%)
Value$3.1M (-$73.4K)
Filed 2026-11-03
Eagle Bay Advisors LLC
DECREASED
Shares9,171 from 9,272
Change-101 (-1%)
Value$3.1M (-$151.2K)
Filed 2026-10-16
Sage Private Wealth Group, LLC
INCREASED
Shares9,163 from 4,521
Change+4,642 (+103%)
Value$3.1M (+$1.5M)
Filed 2026-10-21
Washington Capital Management, Inc
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$3.1M (-$114.6K)
Filed 2026-10-19
One Day In July LLC
INCREASED
Shares9,099 from 8,953
Change+146 (+2%)
Value$3.1M (-$63.0K)
Filed 2026-10-30
Chapin Davis, Inc.
DECREASED
Shares9,093 from 9,184
Change-91 (-1%)
Value$3.1M (-$146.6K)
Filed 2026-10-09
Auxano Advisors, LLC
INCREASED
Shares9,071 from 9,030
Change+41 (+0%)
Value$3.1M (-$99.7K)
Filed 2026-11-06
All-Stars Investment Ltd
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$3.1M (-$113.3K)
Filed 2026-11-03
15 Wealth Advisors LLC
NEW
Shares8,975
Change+8,975
Value$3.1M
Filed 2026-10-14
Globalt Investments LLC / GA
DECREASED
Shares8,973 from 9,368
Change-395 (-4%)
Value$3.1M (-$252.5K)
Filed 2026-10-27
WJ Wealth Management, LLC
DECREASED
Shares8,968 from 8,982
Change-14 (0%)
Value$3.1M (-$117.9K)
Filed 2026-11-03
Nautilus Advisors LLC
DECREASED
Shares8,955 from 9,028
Change-73 (-1%)
Value$3.1M (-$154.0K)
Filed 2026-10-07
Amplius Wealth Advisors, LLC
INCREASED
Shares8,936 from 6,927
Change+2,009 (+29%)
Value$3.0M (+$597.3K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares8,911 from 8,309
Change+602 (+7%)
Value$3.0M (+$100.5K)
Filed 2026-10-14
Weil Company, Inc.
DECREASED
Shares8,894 from 9,144
Change-250 (-3%)
Value$3.0M (-$200.4K)
Filed 2026-10-14
Net Worth Advisory Group
INCREASED
Shares8,878 from 7,690
Change+1,188 (+15%)
Value$3.0M (+$256.4K)
Filed 2026-10-20
Morton Capital Management LLC
INCREASED
Shares8,870 from 8,569
Change+301 (+4%)
Value$3.0M (-$5.5K)
Filed 2026-10-23
Kanawha Capital Management LLC
INCREASED
Shares8,820 from 8,225
Change+595 (+7%)
Value$3.0M (+$99.2K)
Filed 2026-10-19
Birch Financial Group, LLC
INCREASED
Shares8,810 from 7,551
Change+1,259 (+17%)
Value$3.0M (+$333.9K)
Filed 2026-10-27
Yoder Wealth Management, Inc.
DECREASED
Shares8,782 from 8,861
Change-79 (-1%)
Value$3.0M (-$138.5K)
Filed 2026-10-13
Retirement Guys Formula LLC
INCREASED
Shares8,772 from 8,478
Change+294 (+3%)
Value$3.0M (-$6.8K)
Filed 2026-10-26
Greenfield Seitz Capital Management, LLC
INCREASED
Shares8,769 from 8,732
Change+37 (+0%)
Value$3.0M (-$97.3K)
Filed 2026-10-29
Sunbeam Capital Management, LLC
DECREASED
Shares8,743 from 9,850
Change-1,107 (-11%)
Value$3.0M (-$501.1K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
DECREASED
Shares8,741 from 9,256
Change-515 (-6%)
Value$3.0M (-$292.0K)
Filed 2026-10-28
Rise Advisors, LLC
INCREASED
Shares8,738 from 8,706
Change+32 (+0%)
Value$3.0M (-$98.9K)
Filed 2026-10-16
Enterprise Financial Services Corp
DECREASED
Shares8,736 from 8,822
Change-86 (-1%)
Value$3.0M (-$140.4K)
Filed 2026-11-03
Old Mission Investment Co LLC
DECREASED
Shares8,734 from 8,867
Change-133 (-1%)
Value$3.0M (-$156.9K)
Filed 2026-10-22
Sentinel Trust Co LBA
UNCHANGED
Shares8,734 from 8,734
Change0 (0%)
Value$3.0M (-$110.0K)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares8,728 from 8,344
Change+384 (+5%)
Value$3.0M (+$25.9K)
Filed 2026-10-27
LJI Wealth Management, LLC
INCREASED
Shares8,709 from 8,701
Change+8 (+0%)
Value$3.0M (-$106.8K)
Filed 2026-10-28
Whalen Wealth Management Inc.
INCREASED
Shares8,671 from 6,672
Change+1,999 (+30%)
Value$3.0M (+$596.9K)
Filed 2026-10-08
Blankinship & Foster, LLC
DECREASED
Shares8,644 from 8,760
Change-116 (-1%)
Value$2.9M (-$149.8K)
Filed 2026-10-19
MB, Levis & Associates, LLC
INCREASED
Shares8,644 from 8,592
Change+52 (+1%)
Value$2.9M (-$90.6K)
Filed 2026-10-16
Private Client Services, LLC
DECREASED
Shares8,641 from 11,787
Change-3,146 (-27%)
Value$2.9M (-$1.2M)
Filed 2026-10-02
Encompass Wealth Advisors, LLC
INCREASED
Shares8,636 from 4,317
Change+4,319 (+100%)
Value$2.9M (+$1.4M)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
DECREASED
Shares8,631 from 8,804
Change-173 (-2%)
Value$2.9M (-$169.8K)
Filed 2026-10-19
Baron Wealth Management LLC
DECREASED
Shares8,626 from 8,661
Change-35 (0%)
Value$2.9M (-$120.9K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares8,620 from 7,695
Change+925 (+12%)
Value$2.9M (+$218.2K)
Filed 2026-11-03
Concord Asset Management, LLC
INCREASED
Shares8,610 from 8,227
Change+383 (+5%)
Value$2.9M (+$26.8K)
Filed 2026-11-02
Kwmg, LLC
INCREASED
Shares8,609 from 4,180
Change+4,429 (+106%)
Value$2.9M (+$1.5M)
Filed 2026-10-07
Walkner Condon Financial Advisors LLC
INCREASED
Shares8,603 from 6,254
Change+2,349 (+38%)
Value$2.9M (+$722.2K)
Filed 2026-11-02
JSF Financial, LLC
INCREASED
Shares8,589 from 8,556
Change+33 (+0%)
Value$2.9M (-$96.6K)
Filed 2026-10-22
FAI Advisors, Inc.
INCREASED
Shares8,579 from 8,466
Change+113 (+1%)
Value$2.9M (-$68.1K)
Filed 2026-10-27
Banque de Luxembourg S.A.
UNCHANGED
Shares8,573 from 8,573
Change0 (0%)
Value$2.9M (-$107.9K)
Filed 2026-10-14
Value Investment Professionals, LLC
INCREASED
Shares8,571 from 8,570
Change+1 (+0%)
Value$2.9M (-$107.8K)
Filed 2026-10-13
First Merchants Corp
DECREASED
Shares8,542 from 9,011
Change-469 (-5%)
Value$2.9M (-$273.3K)
Filed 2026-10-15
Woodward Diversified Capital, LLC
INCREASED
Shares8,463 from 8,407
Change+56 (+1%)
Value$2.9M (-$87.1K)
Filed 2026-10-21
Range Financial Group LLC
DECREASED
Shares8,449 from 9,946
Change-1,497 (-15%)
Value$2.9M (-$635.3K)
Filed 2026-10-21
Wagner Wealth Management, LLC
DECREASED
Shares8,442 from 8,617
Change-175 (-2%)
Value$2.9M (-$168.2K)
Filed 2026-10-21
San Luis Wealth Advisors LLC
INCREASED
Shares8,407 from 8,395
Change+12 (+0%)
Value$2.9M (-$101.7K)
Filed 2026-10-27
Massachusetts Wealth Management
DECREASED
Shares8,401 from 8,446
Change-45 (-1%)
Value$2.9M (-$121.7K)
Filed 2026-10-21
Atlas Private Wealth Advisors
INCREASED
Shares8,401 from 8,386
Change+15 (+0%)
Value$2.9M (-$100.4K)
Filed 2026-10-23
Mainsail Financial Group, LLC
DECREASED
Shares8,396 from 9,124
Change-728 (-8%)
Value$2.9M (-$363.2K)
Filed 2026-10-23
Hummer Financial Advisory Services Inc
UNCHANGED
Shares8,389 from 8,389
Change0 (0%)
Value$2.9M (-$105.6K)
Filed 2026-10-09
Oakmont Investment Advisors, Inc.
INCREASED
Shares8,358 from 8,323
Change+35 (+0%)
Value$2.8M (-$92.9K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares8,352 from 6,607
Change+1,745 (+26%)
Value$2.8M (+$511.3K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
DECREASED
Shares8,340 from 9,175
Change-835 (-9%)
Value$2.4M (-$887.2K)
Filed 2026-11-02
Allen Capital Group, LLC
DECREASED
Shares8,335 from 8,395
Change-60 (-1%)
Value$2.8M (-$126.4K)
Filed 2026-10-27
Burney Co/
INCREASED
Shares8,322 from 7,562
Change+760 (+10%)
Value$2.8M (+$163.8K)
Filed 2026-10-15
JGP Wealth Management, LLC
DECREASED
Shares8,320 from 8,437
Change-117 (-1%)
Value$2.8M (-$146.1K)
Filed 2026-10-13
Legacy Financial Group, Inc.
INCREASED
Shares8,313 from 8,293
Change+20 (+0%)
Value$2.8M (-$97.6K)
Filed 2026-10-21
Legacy Financial Independent Advisors LLC
DECREASED
Shares8,311 from 10,518
Change-2,207 (-21%)
Value$2.8M (-$884.4K)
Filed 2026-11-02
Endeavor Private Wealth, Inc.
INCREASED
Shares8,310 from 8,100
Change+210 (+3%)
Value$2.8M (-$30.6K)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares8,267 from 8,816
Change-549 (-6%)
Value$2.8M (-$298.1K)
Filed 2026-10-27
Successful Portfolios LLC
DECREASED
Shares8,259 from 8,275
Change-16 (0%)
Value$2.8M (-$113.0K)
Filed 2026-10-09
KW Wealth Management LLC
NEW
Shares8,253
Change+8,253
Value$2.8M
Filed 2026-10-28
Northwest Wealth Management, LLC
INCREASED
Shares8,232 from 8,205
Change+27 (+0%)
Value$2.8M (-$94.1K)
Filed 2026-10-30
Tcfg Investment Advisors, LLC
DECREASED
Shares8,202 from 8,363
Change-161 (-2%)
Value$2.8M (-$159.9K)
Filed 2026-10-20
True Private Wealth Advisors
DECREASED
Shares8,189 from 9,975
Change-1,786 (-18%)
Value$2.8M (-$734.1K)
Filed 2026-10-19
Tributary Capital Management, LLC
UNCHANGED
Shares8,179 from 8,179
Change0 (0%)
Value$2.8M (-$103.0K)
Filed 2026-10-28
Advisory Resource Group
INCREASED
Shares8,178 from 7,016
Change+1,162 (+17%)
Value$2.8M (+$307.7K)
Filed 2026-10-26
Key FInancial Inc
INCREASED
Shares8,166 from 8,143
Change+23 (+0%)
Value$2.8M (-$94.7K)
Filed 2026-11-02
Eagle Strategies LLC
DECREASED
Shares8,155 from 8,224
Change-69 (-1%)
Value$2.8M (-$126.9K)
Filed 2026-10-16
Mechanics Financial Corp
DECREASED
Shares8,141 from 8,176
Change-35 (0%)
Value$2.8M (-$114.9K)
Filed 2026-11-05
KRS Capital Management, LLC
UNCHANGED
Shares8,134 from 8,134
Change0 (0%)
Value$2.8M (-$102.4K)
Filed 2026-10-16
IronOak Wealth Llc.
NEW
Shares8,126
Change+8,126
Value$2.8M
Filed 2026-11-06
Demars Financial Group, LLC
INCREASED
Shares8,121 from 7,907
Change+214 (+3%)
Value$2.8M (-$26.6K)
Filed 2026-10-22
Greatmark Investment Partners, Inc.
UNCHANGED
Shares8,104 from 8,104
Change0 (0%)
Value$2.8M (-$102.0K)
Filed 2026-10-28
Paladin Wealth, LLC
DECREASED
Shares8,083 from 8,507
Change-424 (-5%)
Value$2.8M (-$251.5K)
Filed 2026-10-23
Stonekeep Investments, LLC
INCREASED
Shares8,078 from 7,860
Change+218 (+3%)
Value$2.8M (-$24.5K)
Filed 2026-10-15
Core Wealth Partners LLC
INCREASED
Shares8,068 from 7,583
Change+485 (+6%)
Value$2.7M (+$69.6K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
INCREASED
Shares8,053 from 8,037
Change+16 (+0%)
Value$2.7M (-$95.8K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
DECREASED
Shares8,034 from 15,175
Change-7,141 (-47%)
Value$2.7M (-$2.6M)
Filed 2026-10-21
Smith Shellnut Wilson LLC
DECREASED
Shares8,017 from 8,030
Change-13 (0%)
Value$2.7M (-$105.5K)
Filed 2026-10-21
Kingsman Wealth Management, Inc.
INCREASED
Shares8,010 from 7,979
Change+31 (+0%)
Value$2.7M (-$89.9K)
Filed 2026-10-13
LB Partners LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$2.7M (-$100.7K)
Filed 2026-11-05
55 North Private Wealth, LLC
INCREASED
Shares7,985 from 7,692
Change+293 (+4%)
Value$2.7M (+$3.0K)
Filed 2026-10-20
Professional Financial Advisors, LLC
DECREASED
Shares7,985 from 8,153
Change-168 (-2%)
Value$2.7M (-$159.8K)
Filed 2026-10-13
Five Oceans Advisors
DECREASED
Shares7,984 from 9,085
Change-1,101 (-12%)
Value$2.7M (-$489.5K)
Filed 2026-10-22
Jacobsen Capital Management
INCREASED
Shares7,974 from 7,773
Change+201 (+3%)
Value$2.7M (-$29.4K)
Filed 2026-10-27
Townsend & Associates, Inc
DECREASED
Shares7,961 from 9,875
Change-1,914 (-19%)
Value$2.7M (-$787.5K)
Filed 2026-10-23
Veracity Capital LLC
INCREASED
Shares7,955 from 7,325
Change+630 (+9%)
Value$2.7M (+$122.5K)
Filed 2026-10-08
Investment Partners Asset Management, Inc.
DECREASED
Shares7,948 from 8,040
Change-92 (-1%)
Value$2.7M (-$132.5K)
Filed 2026-10-09
Cascade Investment Group, Inc.
DECREASED
Shares7,945 from 8,032
Change-87 (-1%)
Value$2.7M (-$130.8K)
Filed 2026-10-13
Mattern Capital Management, LLC
INCREASED
Shares7,936 from 7,524
Change+412 (+5%)
Value$2.7M (+$45.7K)
Filed 2026-11-02
Ninety One SA (PTY) Ltd
DECREASED
Shares7,915 from 15,786
Change-7,871 (-50%)
Value$2.7M (-$2.8M)
Filed 2026-10-15
AGH Wealth Advisors, LLC
INCREASED
Shares7,906 from 7,709
Change+197 (+3%)
Value$2.7M (-$29.9K)
Filed 2026-10-26
RDA Financial Network
INCREASED
Shares7,903 from 7,678
Change+225 (+3%)
Value$2.7M (-$20.1K)
Filed 2026-10-15
South Shore Capital Advisors
DECREASED
Shares7,900 from 7,940
Change-40 (0%)
Value$2.7M (-$113.6K)
Filed 2026-10-20
Coquina Private Wealth LLC
DECREASED
Shares7,874 from 8,130
Change-256 (-3%)
Value$2.7M (-$189.5K)
Filed 2026-10-27
Abacus Wealth Partners, LLC
INCREASED
Shares7,871 from 7,140
Change+731 (+10%)
Value$2.7M (+$159.1K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares7,845 from 7,024
Change+821 (+12%)
Value$2.7M (+$191.3K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares7,845 from 7,845
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares7,832 from 7,724
Change+108 (+1%)
Value$2.7M (-$60.8K)
Filed 2026-11-04
Enclave Advisors LLC
DECREASED
Shares7,821 from 8,134
Change-313 (-4%)
Value$2.7M (-$209.0K)
Filed 2026-10-14
Element Pointe Advisors, LLC
DECREASED
Shares7,816 from 7,906
Change-90 (-1%)
Value$2.7M (-$130.2K)
Filed 2026-10-21
Strategy Asset Managers LLC
INCREASED
Shares7,810 from 7,805
Change+5 (+0%)
Value$2.7M (-$96.5K)
Filed 2026-10-14
Madden Securities Corp
INCREASED
Shares7,807 from 6,380
Change+1,427 (+22%)
Value$2.7M (+$406.0K)
Filed 2026-10-27
Uptick Partners, LLC
INCREASED
Shares7,800 from 7,377
Change+423 (+6%)
Value$2.7M (+$51.0K)
Filed 2026-11-04
Financial Consulate, Inc
INCREASED
Shares7,799 from 7,752
Change+47 (+1%)
Value$2.7M (-$81.9K)
Filed 2026-10-23
Intrua Financial, LLC
DECREASED
Shares7,792 from 8,229
Change-437 (-5%)
Value$2.7M (-$252.8K)
Filed 2026-10-28
Independent Investors Inc
UNCHANGED
Shares7,790 from 7,790
Change0 (0%)
Value$2.7M (-$98.1K)
Filed 2026-10-30
Pennsylvania Capital Management Inc
INCREASED
Shares7,780 from 6,438
Change+1,342 (+21%)
Value$2.7M (+$376.2K)
Filed 2026-11-05
Park Edge Advisors, LLC
DECREASED
Shares7,780 from 8,137
Change-357 (-4%)
Value$2.7M (-$224.0K)
Filed 2026-10-28
RVW Wealth, LLC
DECREASED
Shares7,763 from 7,799
Change-36 (0%)
Value$2.6M (-$110.4K)
Filed 2026-10-06
Live Oak Investment Partners
INCREASED
Shares7,757 from 7,704
Change+53 (+1%)
Value$2.6M (-$78.9K)
Filed 2026-10-23
S.A. Mason LLC
INCREASED
Shares7,733 from 6,972
Change+761 (+11%)
Value$2.6M (+$171.6K)
Filed 2026-10-13
Seelaus Asset Management LLC
DECREASED
Shares7,714 from 8,114
Change-400 (-5%)
Value$2.6M (-$238.5K)
Filed 2026-10-14
Cypress Capital, LLC
DECREASED
Shares7,699 from 7,899
Change-200 (-3%)
Value$2.6M (-$167.6K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
INCREASED
Shares7,699 from 7,663
Change+36 (+0%)
Value$2.6M (-$84.2K)
Filed 2026-10-09
American Capital Advisory, LLC
DECREASED
Shares7,694 from 7,719
Change-25 (0%)
Value$2.6M (-$106.0K)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares7,644 from 16,677
Change-9,033 (-54%)
Value$2.6M (-$3.3M)
Filed 2026-10-23
Sterling Investment Counsel, LLC
DECREASED
Shares7,630 from 7,782
Change-152 (-2%)
Value$2.6M (-$149.8K)
Filed 2026-10-19
Manchester Financial Inc
INCREASED
Shares7,627 from 7,612
Change+15 (+0%)
Value$2.6M (-$90.7K)
Filed 2026-10-15
Howard Wealth Management, LLC
DECREASED
Shares7,604 from 7,904
Change-300 (-4%)
Value$2.6M (-$201.7K)
Filed 2026-10-28
Physicians Financial Services, Inc.
DECREASED
Shares7,590 from 7,760
Change-170 (-2%)
Value$2.6M (-$156.0K)
Filed 2026-11-04
Community Bank, N.A.
INCREASED
Shares7,589 from 7,254
Change+335 (+5%)
Value$2.6M (+$22.8K)
Filed 2026-11-06
Sigma Investment Counselors Inc
DECREASED
Shares7,571 from 7,627
Change-56 (-1%)
Value$2.6M (-$115.1K)
Filed 2026-10-27
Polaris Investment Advisors, LLC
UNCHANGED
Shares7,563 from 7,563
Change0 (0%)
Value$2.6M (-$95.1K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED
Shares7,547 from 7,546
Change+1 (+0%)
Value$2.6M (-$94.6K)
Filed 2026-10-09
Crusonia Wealth Advisors LLC
INCREASED
Shares7,522 from 7,154
Change+368 (+5%)
Value$2.6M (+$35.2K)
Filed 2026-10-26
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares7,504 from 7,534
Change-30 (0%)
Value$2.6M (-$105.1K)
Filed 2026-10-07
Central Bank & Trust Co
INCREASED
Shares7,502 from 7,022
Change+480 (+7%)
Value$2.6M (+$75.1K)
Filed 2026-10-09
Urban Wealth Management, LLC
DECREASED
Shares7,473 from 7,871
Change-398 (-5%)
Value$2.5M (-$234.7K)
Filed 2026-10-21
TT Capital Management LLC
DECREASED
Shares7,456 from 7,594
Change-138 (-2%)
Value$2.5M (-$142.6K)
Filed 2026-10-15
Fairscale Capital, LLC
INCREASED
Shares7,444 from 7,391
Change+53 (+1%)
Value$2.1M (-$540.4K)
Filed 2026-11-04
Petros Family Wealth, LLC
INCREASED
Shares7,435 from 6,849
Change+586 (+9%)
Value$2.5M (+$113.5K)
Filed 2026-10-28
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares7,432 from 7,511
Change-79 (-1%)
Value$2.5M (-$121.6K)
Filed 2026-10-08
Vista Capital Partners, Inc.
INCREASED
Shares7,431 from 6,850
Change+581 (+8%)
Value$2.5M (+$111.8K)
Filed 2026-11-06
Kimelman & Baird, LLC
DECREASED
Shares7,415 from 10,599
Change-3,184 (-30%)
Value$2.5M (-$1.2M)
Filed 2026-11-03
Adelphi Trust Co
DECREASED
Shares7,412 from 8,852
Change-1,440 (-16%)
Value$2.5M (-$602.1K)
Filed 2026-10-05
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares7,389 from 8,023
Change-634 (-8%)
Value$2.5M (-$316.9K)
Filed 2026-10-09
Verum Partners LLC
INCREASED
Shares7,385 from 7,294
Change+91 (+1%)
Value$2.5M (-$60.7K)
Filed 2026-10-21
Arlington Capital Management Inc
INCREASED
Shares7,363 from 7,362
Change+1 (+0%)
Value$2.5M (-$92.2K)
Filed 2026-10-30
Towercrest Capital Management
INCREASED
Shares7,338 from 5,890
Change+1,448 (+25%)
Value$2.5M (+$419.2K)
Filed 2026-10-23
Novem Group
DECREASED
Shares7,328 from 7,416
Change-88 (-1%)
Value$2.5M (-$123.6K)
Filed 2026-10-19
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares7,326 from 7,326
Change0 (0%)
Value$2.5M (-$168.2K)
Filed 2026-10-13
Investmark Advisory Group LLC
INCREASED
Shares7,320 from 6,282
Change+1,038 (+17%)
Value$2.5M (+$274.9K)
Filed 2026-10-27
Fonville Wealth Management LLC
INCREASED
Shares7,303 from 6,684
Change+619 (+9%)
Value$2.5M (+$126.9K)
Filed 2026-10-28
HT Partners LLC
UNCHANGED
Shares7,287 from 7,287
Change0 (0%)
Value$2.5M (-$91.7K)
Filed 2026-10-20
Acorn Creek Capital LLC
INCREASED
Shares7,278 from 6,557
Change+721 (+11%)
Value$2.5M (+$163.1K)
Filed 2026-11-05
Mcdonald Partners LLC
UNCHANGED
Shares7,275 from 7,275
Change0 (0%)
Value$2.5M (-$91.6K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares7,242 from 7,242
Change0 (0%)
Value$2.5M (-$91.1K)
Filed 2026-10-30
West Branch Capital LLC
UNCHANGED
Shares7,238 from 7,238
Change0 (0%)
Value$2.5M (-$91.0K)
Filed 2026-10-20
Centurion Wealth Management LLC
DECREASED
Shares7,228 from 7,875
Change-647 (-8%)
Value$2.5M (-$319.8K)
Filed 2026-10-13
Alliance Wealth Management Group
INCREASED
Shares7,227 from 5,779
Change+1,448 (+25%)
Value$2.5M (+$420.6K)
Filed 2026-10-29
Burke & Herbert Bank & Trust Co
INCREASED
Shares7,225 from 7,179
Change+46 (+1%)
Value$2.5M (-$74.7K)
Filed 2026-11-02
Heritage Family Offices, LLP
INCREASED
Shares7,205 from 7,143
Change+62 (+1%)
Value$2.5M (-$68.8K)
Filed 2026-11-02
Wright Wealth LLC
INCREASED
Shares7,200 from 7,197
Change+3 (+0%)
Value$2.5M (-$89.6K)
Filed 2026-10-29
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares7,197 from 7,218
Change-21 (0%)
Value$2.5M (-$98.0K)
Filed 2026-10-16
SLT Holdings LLC
DECREASED
Shares7,181 from 7,641
Change-460 (-6%)
Value$2.4M (-$252.9K)
Filed 2026-10-15
Probity Advisors, Inc.
DECREASED
Shares7,178 from 7,280
Change-102 (-1%)
Value$2.4M (-$126.4K)
Filed 2026-10-23
Ariadne Wealth Management, LP
INCREASED
Shares7,176 from 7,146
Change+30 (+0%)
Value$2.4M (-$79.7K)
Filed 2026-11-06
Box Hill Private Wealth LLC
INCREASED
Shares7,168 from 7,129
Change+39 (+1%)
Value$2.4M (-$76.4K)
Filed 2026-10-05
Quad-Cities Investment Group, LLC
INCREASED
Shares7,152 from 7,129
Change+23 (+0%)
Value$2.4M (-$81.7K)
Filed 2026-10-16
Washington Trust Bank
DECREASED
Shares7,148 from 7,799
Change-651 (-8%)
Value$2.4M (-$320.0K)
Filed 2026-11-03
Corps Capital Advisors, LLC
UNCHANGED
Shares7,143 from 7,143
Change0 (0%)
Value$2.4M (-$89.9K)
Filed 2026-11-05
Jeter Robert S II
INCREASED
Shares7,124 from 2,560
Change+4,564 (+178%)
Value$2.5M (+$1.6M)
Filed 2026-10-16
Berman McAleer LLC
DECREASED
Shares7,123 from 7,132
Change-9 (0%)
Value$2.4M (-$92.8K)
Filed 2026-10-16
Maltin Wealth Management, Inc.
DECREASED
Shares7,115 from 8,015
Change-900 (-11%)
Value$2.4M (-$407.3K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares7,107 from 5,769
Change+1,338 (+23%)
Value$2.4M (+$383.0K)
Filed 2026-10-29
GKV Capital Management Co., Inc.
DECREASED
Shares7,096 from 7,146
Change-50 (-1%)
Value$2.4M (-$107.0K)
Filed 2026-11-06
Unique Wealth Strategies, LLC
UNCHANGED
Shares7,066 from 7,066
Change0 (0%)
Value$2.5M ($0)
Filed 2026-10-13
Ameliora Wealth Management Ltd.
INCREASED
Shares7,046 from 6,896
Change+150 (+2%)
Value$2.4M (-$35.7K)
Filed 2026-10-23
Sloy Dahl & Holst, LLC
DECREASED
Shares7,045 from 7,185
Change-140 (-2%)
Value$2.4M (-$138.1K)
Filed 2026-10-14
Yankcom Partnership
INCREASED
Shares7,041 from 6,204
Change+837 (+13%)
Value$2.4M (+$207.1K)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
DECREASED
Shares7,035 from 7,356
Change-321 (-4%)
Value$2.4M (-$202.0K)
Filed 2026-10-16
Meadow Creek Wealth Advisors LLC
INCREASED
Shares7,032 from 6,600
Change+432 (+7%)
Value$2.4M (+$64.1K)
Filed 2026-11-02
First Business Financial Services, Inc.
INCREASED
Shares7,030 from 7,019
Change+11 (+0%)
Value$2.4M (-$84.6K)
Filed 2026-10-29
Polaris Financial Partners
NEW
Shares7,023
Change+7,023
Value$2.4K
Filed 2026-10-02
Redhawk Wealth Advisors, Inc.
INCREASED
Shares7,002 from 6,837
Change+165 (+2%)
Value$2.4M (-$29.9K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
UNCHANGED
Shares6,999 from 6,999
Change0 (0%)
Value$2.4M (-$88.1K)
Filed 2026-10-23
Cutler Investment Counsel LLC
DECREASED
Shares6,985 from 7,457
Change-472 (-6%)
Value$2.4M (-$254.7K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares6,983 from 7,376
Change-393 (-5%)
Value$2.4M (-$226.7K)
Filed 2026-10-19
Aurora Private Wealth, Inc.
INCREASED
Shares6,975 from 6,636
Change+339 (+5%)
Value$2.4M (+$32.0K)
Filed 2026-10-20
Womack Financial LLC
DECREASED
Shares6,920 from 7,030
Change-110 (-2%)
Value$2.4M (-$126.0K)
Filed 2026-10-14
Pacific Asset Management, LLC
INCREASED
Shares6,910 from 6,881
Change+29 (+0%)
Value$2.4M (-$76.6K)
Filed 2026-10-15
Green Ridge Wealth Planning LLC
DECREASED
Shares6,903 from 6,999
Change-96 (-1%)
Value$2.4M (-$120.8K)
Filed 2026-10-08
CJM Wealth Advisers, Ltd.
INCREASED
Shares6,900 from 6,733
Change+167 (+2%)
Value$2.4M (-$27.8K)
Filed 2026-10-27
Ddfg, Inc
UNCHANGED
Shares6,871 from 6,871
Change0 (0%)
Value$2.3M (-$86.5K)
Filed 2026-10-15
Catalyst Private Wealth, LLC
INCREASED
Shares6,870 from 5,272
Change+1,598 (+30%)
Value$2.3M (+$478.3K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares6,859 from 11,805
Change-4,946 (-42%)
Value$2.3M (-$1.8M)
Filed 2026-10-14
Hudock, Inc.
INCREASED
Shares6,849 from 6,621
Change+228 (+3%)
Value$2.3M (-$5.6K)
Filed 2026-10-14
Clearview Wealth Management LLC
DECREASED
Shares6,847 from 7,182
Change-335 (-5%)
Value$2.4M (-$144.6K)
Filed 2026-10-16
Lazari Capital Management, Inc.
INCREASED
Shares6,845 from 6,755
Change+90 (+1%)
Value$2.3M (-$54.4K)
Filed 2026-10-20
Security National Bank
INCREASED
Shares6,841 from 6,661
Change+180 (+3%)
Value$2.3M (-$22.5K)
Filed 2026-10-26
Flagship Capital Management Inc.
DECREASED
Shares6,840 from 7,340
Change-500 (-7%)
Value$2.3M (-$262.8K)
Filed 2026-10-20
BostonPremier Wealth LLC
DECREASED
Shares6,839 from 8,416
Change-1,577 (-19%)
Value$2.3M (-$643.3K)
Filed 2026-10-16
Tradewinds Capital Management, LLC
INCREASED
Shares6,806 from 6,805
Change+1 (+0%)
Value$2.3M (-$85.6K)
Filed 2026-10-23
Pacific Capital Partners Ltd
UNCHANGED
Shares6,805 from 6,805
Change0 (0%)
Value$2.3M (-$85.7K)
Filed 2026-10-28
Members Wealth LLC
INCREASED
Shares6,798 from 6,764
Change+34 (+1%)
Value$2.4M (-$28.6K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares6,787 from 6,729
Change+58 (+1%)
Value$2.3M (-$64.8K)
Filed 2026-10-16
Lantz Financial LLC
INCREASED
Shares6,779 from 6,754
Change+25 (+0%)
Value$2.3M (-$76.5K)
Filed 2026-10-15
Diligent Investors, LLC
DECREASED
Shares6,766 from 6,973
Change-207 (-3%)
Value$2.3M (-$158.4K)
Filed 2026-10-21
MFG Wealth Management, Inc.
INCREASED
Shares6,761 from 3,508
Change+3,253 (+93%)
Value$2.3M (+$1.1M)
Filed 2026-10-09
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares6,746 from 7,571
Change-825 (-11%)
Value$2.3M (-$376.5K)
Filed 2026-10-14
United Community Bank
DECREASED
Shares6,745 from 6,753
Change-8 (0%)
Value$2.3M (-$87.7K)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares6,734 from 6,615
Change+119 (+2%)
Value$2.3M (-$42.9K)
Filed 2026-10-14
Atticus Wealth Management, LLC
INCREASED
Shares6,712 from 6,114
Change+598 (+10%)
Value$2.3M (+$126.6K)
Filed 2026-10-20
Financial Council, LLC
INCREASED
Shares6,712 from 6,711
Change+1 (+0%)
Value$2.3M (-$84.2K)
Filed 2026-11-02
Sage Capital Management, LLC
INCREASED
Shares6,703 from 6,558
Change+145 (+2%)
Value$2.3M (-$32.3K)
Filed 2026-10-20
Kavar Capital Partners Group, LLC
INCREASED
Shares6,701 from 6,306
Change+395 (+6%)
Value$2.3M (+$55.2K)
Filed 2026-11-06
RKL Wealth Management LLC
DECREASED
Shares6,692 from 6,958
Change-266 (-4%)
Value$2.3M (-$178.3K)
Filed 2026-10-16
Essential Investment Partners LLC
INCREASED
Shares6,683 from 4,882
Change+1,801 (+37%)
Value$2.3M (+$552.2K)
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares6,672 from 6,872
Change-200 (-3%)
Value$2.3M (-$154.7K)
Filed 2026-10-28
Arnhold LLC
UNCHANGED
Shares6,670 from 6,670
Change0 (0%)
Value$2.3M (-$84.0K)
Filed 2026-10-26
Jm2 Capital Inc.
INCREASED
Shares6,637 from 6,581
Change+56 (+1%)
Value$2.3M (-$63.6K)
Filed 2026-10-14
Patrick Mauro Investment Advisor, Inc.
DECREASED
Shares6,629 from 7,144
Change-515 (-7%)
Value$2.3M (-$265.4K)
Filed 2026-11-06
apricus wealth, LLC
DECREASED
Shares6,616 from 6,644
Change-28 (0%)
Value$2.3M (-$93.2K)
Filed 2026-10-26
Herold Advisors, Inc.
DECREASED
Shares6,586 from 6,906
Change-320 (-5%)
Value$2.2M (-$196.9K)
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares6,582 from 29,320
Change-22,738 (-78%)
Value$2.3M (-$8.1M)
Filed 2026-10-09
Clarus Group, Inc.
INCREASED
Shares6,554 from 6,523
Change+31 (+0%)
Value$2.2M (-$71.7K)
Filed 2026-10-21
Fortitude Family Office, LLC
INCREASED
Shares6,528 from 6,493
Change+35 (+1%)
Value$2.2M (-$69.8K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
DECREASED
Shares6,528 from 6,553
Change-25 (0%)
Value$2.2M (-$91.0K)
Filed 2026-10-22
GW Henssler & Associates LTD
DECREASED
Shares6,521 from 6,704
Change-183 (-3%)
Value$2.2M (-$146.7K)
Filed 2026-10-26
Little House Capital LLC
INCREASED
Shares6,517 from 6,475
Change+42 (+1%)
Value$2.2M (-$67.2K)
Filed 2026-11-06
Financial & Tax Architects, LLC
DECREASED
Shares6,510 from 7,354
Change-844 (-11%)
Value$2.2M (-$380.2K)
Filed 2026-10-15
DSG Capital Advisors, LLC
DECREASED
Shares6,509 from 6,629
Change-120 (-2%)
Value$2.2M (-$150.9K)
Filed 2026-11-05
Signature Wealth Management Partners, LLC
INCREASED
Shares6,501 from 6,401
Change+100 (+2%)
Value$2.2M (-$46.5K)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED
Shares6,485 from 5,904
Change+581 (+10%)
Value$2.2M (+$123.5K)
Filed 2026-10-21
Balentine LLC
DECREASED
Shares6,477 from 11,476
Change-4,999 (-44%)
Value$2.2M (-$1.8M)
Filed 2026-11-03
Tenet Wealth Partners, LLC
DECREASED
Shares6,477 from 6,541
Change-64 (-1%)
Value$2.2M (+$70.9K)
Filed 2026-10-19
Tilia Fiduciary Partners, Inc.
DECREASED
Shares6,476 from 6,647
Change-171 (-3%)
Value$2.2M (-$142.1K)
Filed 2026-10-09
Sierra Summit Advisors LLC
INCREASED
Shares6,438 from 6,388
Change+50 (+1%)
Value$2.2M (-$63.4K)
Filed 2026-10-28
Sun Group Wealth Partners
DECREASED
Shares6,438 from 6,457
Change-19 (0%)
Value$2.2M (-$87.8K)
Filed 2026-10-26
LifeGoal Investments, LLC
INCREASED
Shares6,434 from 6,270
Change+164 (+3%)
Value$2.2M (-$23.1K)
Filed 2026-10-09
Legacy Wealth Management, LLC / MS
DECREASED
Shares6,425 from 12,180
Change-5,755 (-47%)
Value$2.2M (-$2.1M)
Filed 2026-10-30
Beacon Capital Management, LLC
DECREASED
Shares6,406 from 6,513
Change-107 (-2%)
Value$2.2M (-$118.5K)
Filed 2026-10-23
Pine Haven Investment Counsel, Inc
DECREASED
Shares6,404 from 6,434
Change-30 (0%)
Value$2.2M (-$91.2K)
Filed 2026-11-02
Consilium Wealth Advisory, LLC
INCREASED
Shares6,403 from 6,243
Change+160 (+3%)
Value$2.2M (-$23.9K)
Filed 2026-10-14
KPP Advisory Services LLC
DECREASED
Shares6,400 from 7,943
Change-1,543 (-19%)
Value$2.2M (-$625.6K)
Filed 2026-10-26
Exchange Bank
UNCHANGED
Shares6,396 from 6,396
Change0 (0%)
Value$2.2M (-$80.5K)
Filed 2026-10-07
Stonebridge Financial Planning Group, LLC
INCREASED
Shares6,393 from 6,377
Change+16 (+0%)
Value$2.2M (-$74.8K)
Filed 2026-11-06
J. Derek Lewis & Associates Inc.
INCREASED
Shares6,392 from 5,827
Change+565 (+10%)
Value$2.2M (+$119.0K)
Filed 2026-11-03
MMA Asset Management LLC
DECREASED
Shares6,367 from 6,464
Change-97 (-1%)
Value$2.2M (-$114.4K)
Filed 2026-11-02
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares6,363 from 6,363
Change0 (0%)
Value$2.2M (-$80.1K)
Filed 2026-11-02
MTM Investment Management, LLC
INCREASED
Shares6,356 from 6,141
Change+215 (+4%)
Value$2.2M (-$4.2K)
Filed 2026-10-30
Scissortail Wealth Management, LLC
INCREASED
Shares6,353 from 5,643
Change+710 (+13%)
Value$2.2M (+$170.9K)
Filed 2026-11-03
Investment Management Trust, LLC
INCREASED
Shares6,352 from 6,334
Change+18 (+0%)
Value$2.2M (-$73.6K)
Filed 2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED
Shares6,351 from 6,047
Change+304 (+5%)
Value$2.2M (+$27.5K)
Filed 2026-10-28
Absher Wealth Management, LLC
DECREASED
Shares6,344 from 6,434
Change-90 (-1%)
Value$2.2M (-$111.7K)
Filed 2026-11-02
Global Financial Private Client, LLC
DECREASED
Shares6,327 from 6,369
Change-42 (-1%)
Value$2.2M (-$94.5K)
Filed 2026-10-15
Abound Wealth Management
INCREASED
Shares6,318 from 5,562
Change+756 (+14%)
Value$2.2M (+$187.7K)
Filed 2026-10-26
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares6,317 from 6,317
Change0 (0%)
Value$2.2M (-$79.5K)
Filed 2026-10-09
Rasp Wealth Solutions, LLC
INCREASED
Shares6,309 from 4,822
Change+1,487 (+31%)
Value$2.1M (+$445.8K)
Filed 2026-11-06
Private Management Group Inc
INCREASED
Shares6,303 from 6,215
Change+88 (+1%)
Value$2.1M (-$48.1K)
Filed 2026-11-04
Frederick Financial Consultants, LLC
INCREASED
Shares6,298 from 5,258
Change+1,040 (+20%)
Value$2.1M (+$288.1K)
Filed 2026-10-29
AMG Asset Management Group, Inc.
DECREASED
Shares6,297 from 7,310
Change-1,013 (-14%)
Value$2.1M (-$437.2K)
Filed 2026-10-21
Vicus Capital
DECREASED
Shares6,289 from 6,780
Change-491 (-7%)
Value$2.1M (-$252.9K)
Filed 2026-11-05
Xcel Wealth Management, LLC
UNCHANGED
Shares6,282 from 6,282
Change0 (0%)
Value$2.1M (-$79.1K)
Filed 2026-10-26
Evermay Wealth Management LLC
DECREASED
Shares6,276 from 6,340
Change-64 (-1%)
Value$2.1M (-$101.6K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED
Shares6,272 from 6,028
Change+244 (+4%)
Value$2.1M (+$7.3K)
Filed 2026-10-29
Eddie Patel Inc
DECREASED
Shares6,265 from 7,596
Change-1,331 (-18%)
Value$2.1M (-$549.2K)
Filed 2026-11-02
Credit Capital Investments LLC
UNCHANGED
Shares6,250 from 6,250
Change0 (0%)
Value$2.1M (-$78.7K)
Filed 2026-10-22
Veery Capital, LLC
DECREASED
Shares6,248 from 6,330
Change-82 (-1%)
Value$2.1M (-$107.6K)
Filed 2026-10-07
GK Wealth Management LLC
DECREASED
Shares6,243 from 6,759
Change-516 (-8%)
Value$2.1M (-$261.3K)
Filed 2026-10-09
Fulcrum Capital LLC
INCREASED
Shares6,236 from 2,326
Change+3,910 (+168%)
Value$2.1M (+$1.3M)
Filed 2026-10-15
Winebrenner Capital Management LLC
UNCHANGED
Shares6,236 from 6,236
Change0 (0%)
Value$2.1M (-$78.5K)
Filed 2026-10-07
Stockman Wealth Management, Inc.
DECREASED
Shares6,233 from 6,246
Change-13 (0%)
Value$2.1M (-$83.1K)
Filed 2026-10-27
Leibman Financial Services, Inc.
DECREASED
Shares6,227 from 12,662
Change-6,435 (-51%)
Value$2.1M (-$2.4M)
Filed 2026-10-13
Vested Financial Planning, LLC
NEW
Shares6,224
Change+6,224
Value$2.1M
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares6,220 from 6,141
Change+79 (+1%)
Value$2.1M (-$50.2K)
Filed 2026-10-29
Convergence Financial, LLC
DECREASED
Shares6,206 from 6,820
Change-614 (-9%)
Value$2.1M (-$295.1K)
Filed 2026-10-27
Strategic Advisors LLC
DECREASED
Shares6,201 from 6,238
Change-37 (-1%)
Value$2.1M (-$91.0K)
Filed 2026-10-13
Reston Wealth Management LLC
DECREASED
Shares6,193 from 6,202
Change-9 (0%)
Value$2.1M (-$81.4K)
Filed 2026-10-29
Brown Wealth Management, LLC
DECREASED
Shares6,184 from 6,228
Change-44 (-1%)
Value$2.1M (-$93.4K)
Filed 2026-10-20
Great Point Wealth Advisors, LLC
DECREASED
Shares6,183 from 6,248
Change-65 (-1%)
Value$2.1M (-$100.8K)
Filed 2026-10-15
SBK Financial, Inc.
UNCHANGED
Shares6,178 from 6,178
Change0 (0%)
Value$2.1M (-$77.8K)
Filed 2026-11-02
Shepherd Street Advisors LLC
INCREASED
Shares6,171 from 6,143
Change+28 (+0%)
Value$2.1M (-$127.6K)
Filed 2026-10-21
Aspen Investment Management Inc
DECREASED
Shares6,169 from 6,193
Change-24 (0%)
Value$2.1M (-$86.0K)
Filed 2026-11-05
Constitution Capital LLC
INCREASED
Shares6,160 from 5,660
Change+500 (+9%)
Value$2.1M (+$99.1K)
Filed 2026-10-23
SYM Financial Corp
INCREASED
Shares6,155 from 5,481
Change+674 (+12%)
Value$2.1M (+$160.7K)
Filed 2026-10-26
Financial Security Advisor, Inc.
DECREASED
Shares6,150 from 6,812
Change-662 (-10%)
Value$2.1M (-$311.5K)
Filed 2026-11-03
West Bancorporation Inc
INCREASED
Shares6,147 from 5,629
Change+518 (+9%)
Value$2.1M (+$105.6K)
Filed 2026-10-29
Correct Capital Wealth Management
DECREASED
Shares6,145 from 6,672
Change-527 (-8%)
Value$2.1M (-$263.5K)
Filed 2026-11-02
Phillips Financial Management, LLC
DECREASED
Shares6,143 from 6,151
Change-8 (0%)
Value$2.1M (-$80.2K)
Filed 2026-10-19
American State Bank (Iowa)
INCREASED
Shares6,135 from 5,968
Change+167 (+3%)
Value$2.1M (-$18.2K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
INCREASED
Shares6,103 from 5,297
Change+806 (+15%)
Value$2.1M (+$207.9K)
Filed 2026-10-08
Three Magnolias Financial Advisors, LLC
DECREASED
Shares6,101 from 6,801
Change-700 (-10%)
Value$2.1M (-$324.1K)
Filed 2026-10-14
Solitude Financial Services
INCREASED
Shares6,089 from 5,914
Change+175 (+3%)
Value$2.1M (-$14.8K)
Filed 2026-10-26
One Way Holdings LLC
INCREASED
Shares6,076 from 4,801
Change+1,275 (+27%)
Value$2.1M (+$374.0K)
Filed 2026-10-29
E&G Advisors, LLC
UNCHANGED
Shares6,076 from 6,076
Change0 (0%)
Value$2.1M (-$76.5K)
Filed 2026-10-13
Portfolio Strategies, Inc.
DECREASED
Shares6,065 from 6,151
Change-86 (-1%)
Value$2.1M (-$106.7K)
Filed 2026-11-06
Morling Financial Advisors, LLC
DECREASED
Shares6,056 from 6,930
Change-874 (-13%)
Value$2.1M (-$385.1K)
Filed 2026-10-28
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares6,046 from 5,820
Change+226 (+4%)
Value$2.1M (+$3.7K)
Filed 2026-10-14
Acropolis Investment Management, LLC
INCREASED
Shares6,018 from 5,744
Change+274 (+5%)
Value$2.1M (+$20.9K)
Filed 2026-10-08
Cravens & Co Advisors, LLC
INCREASED
Shares6,017 from 5,747
Change+270 (+5%)
Value$2.1M (+$19.6K)
Filed 2026-10-16
TFB Advisors LLC
DECREASED
Shares6,012 from 6,077
Change-65 (-1%)
Value$2.0M (-$98.7K)
Filed 2026-11-02
Beacon Bank & Trust
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$2.0M (-$75.5K)
Filed 2026-10-27
Dodds Wealth, LLC
UNCHANGED
Shares5,982 from 5,982
Change0 (0%)
Value$2.0M (-$75.3K)
Filed 2026-11-02
Global Assets Advisory, LLC
INCREASED
Shares5,977 from 5,973
Change+4 (+0%)
Value$2.1M (-$74.0K)
Filed 2026-10-28
Arista Wealth Management, LLC
INCREASED
Shares5,975 from 5,477
Change+498 (+9%)
Value$2.0M (+$100.9K)
Filed 2026-10-29
Towerpoint Wealth, LLC
DECREASED
Shares5,973 from 6,035
Change-62 (-1%)
Value$2.0M (-$97.0K)
Filed 2026-10-13
Sonata Capital Group Inc
UNCHANGED
Shares5,962 from 5,962
Change0 (0%)
Value$2.0M (-$75.0K)
Filed 2026-10-19
Mlp3, LLC
INCREASED
Shares5,958 from 5,877
Change+81 (+1%)
Value$2.0M (-$46.2K)
Filed 2026-10-22
Cora Capital Advisors LLC
DECREASED
Shares5,933 from 6,025
Change-92 (-2%)
Value$2.0M (-$107.1K)
Filed 2026-11-02
Alchemi Wealth, LLC
INCREASED
Shares5,925 from 5,896
Change+29 (+0%)
Value$2.0M (-$64.5K)
Filed 2026-11-04
Red Spruce Capital, LLC
UNCHANGED
Shares5,924 from 5,924
Change0 (0%)
Value$2.0M (-$74.6K)
Filed 2026-10-07
Kraft, Davis & Associates, LLC
INCREASED
Shares5,911 from 5,763
Change+148 (+3%)
Value$2.0M (-$30.6K)
Filed 2026-10-21
Aletheian Wealth Advisors LLC
INCREASED
Shares5,908 from 5,338
Change+570 (+11%)
Value$2.0M (+$127.0K)
Filed 2026-10-08
Terril Brothers, Inc.
UNCHANGED
Shares5,907 from 5,907
Change0 (0%)
Value$2.0M (-$74.4K)
Filed 2026-11-06
Tactive Advisors, LLC
DECREASED
Shares5,895 from 6,132
Change-237 (-4%)
Value$2.0M (-$157.8K)
Filed 2026-10-08
Austin Wealth Management, LLC
INCREASED
Shares5,893 from 5,728
Change+165 (+3%)
Value$2.0M (+$49.7K)
Filed 2026-11-06
Westwood Wealth Management
UNCHANGED
Shares5,889 from 5,889
Change0 (0%)
Value$2.0M (-$74.1K)
Filed 2026-10-29
Mainsail Asset Management, LLC
DECREASED
Shares5,879 from 6,067
Change-188 (-3%)
Value$2.0M (-$74.2K)
Filed 2026-10-14
Unique Wealth, LLC
INCREASED
Shares5,861 from 4,967
Change+894 (+18%)
Value$2.0M (+$242.1K)
Filed 2026-10-16
Finer Wealth Management, Inc.
UNCHANGED
Shares5,860 from 5,860
Change0 (0%)
Value$2.0M (-$73.6K)
Filed 2026-10-16
MPS Loria Financial Planners, LLC
INCREASED
Shares5,858 from 5,855
Change+3 (+0%)
Value$2.0M (-$72.8K)
Filed 2026-10-14
OceanIQ Capital, LLC
INCREASED
Shares5,853 from 5,311
Change+542 (+10%)
Value$2.0M (+$224.1K)
Filed 2026-10-19
Matisse Capital
UNCHANGED
Shares5,840 from 5,840
Change0 (0%)
Value$2.0M (-$73.5K)
Filed 2026-10-29
Sitrin Capital Management LLC
UNCHANGED
Shares5,836 from 5,836
Change0 (0%)
Value$2.0M (-$73.5K)
Filed 2026-10-19
Arsenal Capital Advisors LLC
INCREASED
Shares5,820 from 5,724
Change+96 (+2%)
Value$2.0M (-$39.4K)
Filed 2026-11-02
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares5,792 from 5,792
Change0 (0%)
Value$2.0M (-$72.9K)
Filed 2026-10-27
Family Capital Trust Co
UNCHANGED
Shares5,765 from 5,765
Change0 (0%)
Value$2.0M (-$72.6K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
INCREASED
Shares5,747 from 5,547
Change+200 (+4%)
Value$2.0M (-$1.7K)
Filed 2026-11-03
Granite FO LLC
UNCHANGED
Shares5,735 from 5,735
Change0 (0%)
Value$2.0M (-$72.2K)
Filed 2026-10-14
James T. Borello RIA
INCREASED
Shares5,732 from 4,629
Change+1,103 (+24%)
Value$2.0M (+$317.7K)
Filed 2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED
Shares5,731 from 5,731
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-16
Dala Group, LLC
INCREASED
Shares5,727 from 5,521
Change+206 (+4%)
Value$2.0M (+$501)
Filed 2026-10-29
Townsend Asset Management Corp
INCREASED
Shares5,704 from 5,452
Change+252 (+5%)
Value$1.9M (+$17.3K)
Filed 2026-10-29
Sageworth Trust Co of South Dakota
DECREASED
Shares5,699 from 6,055
Change-356 (-6%)
Value$1.9M (-$197.5K)
Filed 2026-10-30
First Financial Bank - Trust Division
DECREASED
Shares5,688 from 6,088
Change-400 (-7%)
Value$1.9M (-$212.9K)
Filed 2026-10-01
Equita Financial Network, Inc.
INCREASED
Shares5,653 from 1,472
Change+4,181 (+284%)
Value$1.9M (+$1.4M)
Filed 2026-10-19
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares5,638 from 5,645
Change-7 (0%)
Value$1.9M (-$73.5K)
Filed 2026-11-02
Astra Wealth Partners LLC
DECREASED
Shares5,635 from 5,664
Change-29 (-1%)
Value$1.9M (-$81.2K)
Filed 2026-11-06
SilverOak Wealth Management LLC
INCREASED
Shares5,619 from 5,588
Change+31 (+1%)
Value$1.9M (-$59.8K)
Filed 2026-10-29
Fragasso Financial Advisors Inc
DECREASED
Shares5,613 from 5,970
Change-357 (-6%)
Value$2.0M (-$156.8K)
Filed 2026-10-13
Bourgeon Capital Management LLC
INCREASED
Shares5,610 from 5,299
Change+311 (+6%)
Value$1.9M (+$39.4K)
Filed 2026-10-19
McLean Asset Management Corp
DECREASED
Shares5,608 from 5,844
Change-236 (-4%)
Value$1.6M (-$504.1K)
Filed 2026-11-06
Torray Investment Partners LLC
DECREASED
Shares5,599 from 6,019
Change-420 (-7%)
Value$1.9M (-$218.9K)
Filed 2026-10-30
DB&C Advisors, LLC
DECREASED
Shares5,598 from 5,635
Change-37 (-1%)
Value$1.9M (-$83.6K)
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares5,584 from 5,556
Change+28 (+1%)
Value$1.9M (-$60.6K)
Filed 2026-10-28
Gold Investment Management Ltd.
DECREASED
Shares5,561 from 5,564
Change-3 (0%)
Value$1.9M (-$71.1K)
Filed 2026-10-19
Gill Capital Partners, LLC
INCREASED
Shares5,552 from 5,068
Change+484 (+10%)
Value$1.9M (+$101.1K)
Filed 2026-10-13
Capital Investment Counsel, LLC
DECREASED
Shares5,539 from 5,916
Change-377 (-6%)
Value$1.9M (-$202.9K)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares5,527 from 4,532
Change+995 (+22%)
Value$1.9M (+$276.3K)
Filed 2026-11-03
Central Valley Advisors, LLC
DECREASED
Shares5,505 from 6,505
Change-1,000 (-15%)
Value$1.9M (-$422.4K)
Filed 2026-10-27
Asset Planning,Inc
INCREASED
Shares5,500 from 5,497
Change+3 (+0%)
Value$1.9M (-$68.3K)
Filed 2026-10-26
Obsidian CIO, LLC
INCREASED
Shares5,499 from 5,498
Change+1 (+0%)
Value$1.9M (-$68.7K)
Filed 2026-11-05
First Bancorp, Inc
DECREASED
Shares5,481 from 5,517
Change-36 (-1%)
Value$1.9M (-$81.7K)
Filed 2026-10-26
Fairvoy Private Wealth, LLC
INCREASED
Shares5,480 from 5,314
Change+166 (+3%)
Value$1.9M (-$10.3K)
Filed 2026-10-19
First Interstate Bank
DECREASED
Shares5,458 from 5,539
Change-81 (-1%)
Value$1.9M (-$97.3K)
Filed 2026-10-23
Vaughan David Investments LLC
INCREASED
Shares5,457 from 5,106
Change+351 (+7%)
Value$1.9M (+$55.0K)
Filed 2026-11-05
Cane Capital Partners, LLC
INCREASED
Shares5,444 from 5,359
Change+85 (+2%)
Value$1.9M (-$38.5K)
Filed 2026-10-23
M&G Plc
DECREASED
Shares5,431 from 6,717
Change-1,286 (-19%)
Value$1.9M (-$519.1K)
Filed 2026-11-04
Tompkins Financial Corp
DECREASED
Shares5,428 from 5,463
Change-35 (-1%)
Value$1.8M (-$80.7K)
Filed 2026-10-05
Independent Wealth Network Inc.
INCREASED
Shares5,424 from 5,041
Change+383 (+8%)
Value$1.8M (+$67.1K)
Filed 2026-10-19
Waterfront Wealth Inc.
DECREASED
Shares5,423 from 5,432
Change-9 (0%)
Value$1.8M (-$111.5K)
Filed 2026-11-03
Toth Financial Advisory Corp
INCREASED
Shares5,422 from 5,272
Change+150 (+3%)
Value$1.8M (-$15.5K)
Filed 2026-10-08
Haven Private, LLC
DECREASED
Shares5,418 from 5,510
Change-92 (-2%)
Value$1.8M (-$100.7K)
Filed 2026-10-27
Searle & Co.
DECREASED
Shares5,403 from 5,703
Change-300 (-5%)
Value$1.8M (-$174.0K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares5,402 from 5,072
Change+330 (+7%)
Value$1.8M (+$48.7K)
Filed 2026-10-21
Warner Financial, Inc
INCREASED
Shares5,390 from 5,389
Change+1 (+0%)
Value$1.8M (-$67.8K)
Filed 2026-11-06
Marion Wealth Management
INCREASED
Shares5,384 from 5,383
Change+1 (+0%)
Value$1.8M (-$67.6K)
Filed 2026-10-22
Bangor Savings Bank
DECREASED
Shares5,375 from 20,059
Change-14,684 (-73%)
Value$1.8M (-$5.3M)
Filed 2026-10-06
Archvest Wealth Advisors, Inc.
INCREASED
Shares5,355 from 4,799
Change+556 (+12%)
Value$1.8M (+$129.2K)
Filed 2026-10-29
Defined Wealth Management, LLC
INCREASED
Shares5,355 from 5,335
Change+20 (+0%)
Value$1.8M (-$60.4K)
Filed 2026-10-19
Able Financial Group, LLC
INCREASED
Shares5,340 from 4,592
Change+748 (+16%)
Value$1.8M (+$197.3K)
Filed 2026-10-14
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares5,339 from 5,300
Change+39 (+1%)
Value$1.8M (-$53.6K)
Filed 2026-10-22
BankPlus Wealth Management LLC
INCREASED
Shares5,333 from 5,271
Change+62 (+1%)
Value$1.8M (-$45.1K)
Filed 2026-10-13
Peddock Capital Advisors, LLC
DECREASED
Shares5,317 from 5,591
Change-274 (-5%)
Value$1.8M (-$163.7K)
Filed 2026-10-16
Cathy Pareto & Associates, Inc
INCREASED
Shares5,315 from 5,298
Change+17 (+0%)
Value$1.8M (-$61.3K)
Filed 2026-10-15
One Wealth Capital Management, LLC
DECREASED
Shares5,313 from 17,262
Change-11,949 (-69%)
Value$1.8M (-$4.3M)
Filed 2026-10-23
Corundum Trust Company, Inc
DECREASED
Shares5,296 from 5,313
Change-17 (0%)
Value$1.8M (-$72.7K)
Filed 2026-10-29
EdgeRock Capital LLC
INCREASED
Shares5,288 from 4,613
Change+675 (+15%)
Value$1.8M (+$171.9K)
Filed 2026-11-03
RMR Capital Management, LLC
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$1.8M (-$66.5K)
Filed 2026-10-23
Argyle Capital Partners, LLC
INCREASED
Shares5,269 from 4,482
Change+787 (+18%)
Value$1.8M (+$211.9K)
Filed 2026-10-23
Cherrydale Wealth Management, LLC
INCREASED
Shares5,264 from 5,262
Change+2 (+0%)
Value$1.8M (-$65.5K)
Filed 2026-10-20
ICW Investment Advisors LLC
DECREASED
Shares5,256 from 6,078
Change-822 (-14%)
Value$1.8M (-$356.3K)
Filed 2026-10-27
Southern Michigan Bank & Trust
DECREASED
Shares5,256 from 5,483
Change-227 (-4%)
Value$1.8M (-$146.4K)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED
Shares5,253 from 5,221
Change+32 (+1%)
Value$1.8M (-$55.0K)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
DECREASED
Shares5,237 from 5,256
Change-19 (0%)
Value$1.8M (-$72.6K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares5,229 from 5,210
Change+19 (+0%)
Value$1.8M (-$59.3K)
Filed 2026-10-09
North Berkeley Wealth Management, LLC
DECREASED
Shares5,212 from 5,365
Change-153 (-3%)
Value$1.8M (-$119.7K)
Filed 2026-11-02
Planned Solutions, Inc.
INCREASED
Shares5,209 from 5,083
Change+126 (+2%)
Value$1.8M (-$21.4K)
Filed 2026-10-19
Charter Capital Management, Llc\de
DECREASED
Shares5,199 from 5,296
Change-97 (-2%)
Value$1.8M (-$99.8K)
Filed 2026-10-28
OmniStar Financial Group, Inc.
INCREASED
Shares5,191 from 4,630
Change+561 (+12%)
Value$1.8M (+$132.7K)
Filed 2026-10-26
David J Yvars Group
INCREASED
Shares5,188 from 4,661
Change+527 (+11%)
Value$1.8M (+$121.0K)
Filed 2026-10-09
Madrona Financial Services, LLC
INCREASED
Shares5,188 from 5,187
Change+1 (+0%)
Value$1.8M (-$64.9K)
Filed 2026-10-23
CDM Financial Counseling Services, Inc.
INCREASED
Shares5,187 from 5,102
Change+85 (+2%)
Value$1.8M (-$35.2K)
Filed 2026-10-15
Centerpoint Advisory Group
DECREASED
Shares5,161 from 5,206
Change-45 (-1%)
Value$1.8M (-$80.9K)
Filed 2026-10-23
Cahaba Wealth Management, Inc.
INCREASED
Shares5,158 from 4,928
Change+230 (+5%)
Value$1.8M (+$16.3K)
Filed 2026-10-26
Stevens Capital Partners
INCREASED
Shares5,119 from 4,628
Change+491 (+11%)
Value$1.7M (+$109.2K)
Filed 2026-10-29
Compass Capital Management, Inc
DECREASED
Shares5,111 from 5,188
Change-77 (-1%)
Value$1.7M (-$91.6K)
Filed 2026-11-06
Stirlingshire Investments, Inc.
INCREASED
Shares5,099 from 3,585
Change+1,514 (+42%)
Value$1.7M (+$470.7K)
Filed 2026-11-05
Clearwave Capital, LLC
INCREASED
Shares5,084 from 5,080
Change+4 (+0%)
Value$1.7M (-$62.8K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
DECREASED
Shares5,069 from 6,977
Change-1,908 (-27%)
Value$1.7M (-$737.9K)
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares5,067 from 4,879
Change+188 (+4%)
Value$1.7M (+$2.6K)
Filed 2026-10-16
Hartline Investment Corp/
DECREASED
Shares5,060 from 7,177
Change-2,117 (-29%)
Value$1.7M (-$811.7K)
Filed 2026-10-29
Syverson Strege & Co
DECREASED
Shares5,056 from 5,473
Change-417 (-8%)
Value$1.7M (-$211.0K)
Filed 2026-11-02
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares5,056 from 5,056
Change0 (0%)
Value$1.7M (-$63.7K)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
INCREASED
Shares5,054 from 4,963
Change+91 (+2%)
Value$1.7M (-$31.5K)
Filed 2026-10-16
Trueblood Wealth Management, LLC
INCREASED
Shares5,046 from 4,605
Change+441 (+10%)
Value$1.7M (+$92.5K)
Filed 2026-10-23
Balance Wealth Partners LLC
DECREASED
Shares5,042 from 6,550
Change-1,508 (-23%)
Value$1.7M (-$596.3K)
Filed 2026-10-27
Seek First Inc.
UNCHANGED
Shares5,032 from 5,032
Change0 (0%)
Value$1.7M (-$63.3K)
Filed 2026-10-27
Motive Wealth Advisors
INCREASED
Shares5,026 from 4,826
Change+200 (+4%)
Value$1.7M (+$7.4K)
Filed 2026-10-26
Guidance Capital, Inc
DECREASED
Shares5,002 from 5,162
Change-160 (-3%)
Value$1.4M (-$435.6K)
Filed 2026-11-03
Anchor Capital Advisors LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.7M (-$63.0K)
Filed 2026-11-05
Register Financial Advisors LLC
INCREASED
Shares4,998 from 4,985
Change+13 (+0%)
Value$1.7M (-$58.6K)
Filed 2026-10-23
Legacies Wealth LLC
INCREASED
Shares4,995 from 4,593
Change+402 (+9%)
Value$1.7M (+$79.2K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares4,995 from 4,924
Change+71 (+1%)
Value$1.7M (-$37.7K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares4,990 from 2,507
Change+2,483 (+99%)
Value$1.7M (+$814.7K)
Filed 2026-10-19
First County Bank
INCREASED
Shares4,987 from 3,937
Change+1,050 (+27%)
Value$1.7M (+$308.2K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,987 from 5,115
Change-128 (-2%)
Value$1.7M (-$108.0K)
Filed 2026-11-02
Community Bank of Raymore
UNCHANGED
Shares4,986 from 4,986
Change0 (0%)
Value$1.7M (-$62.8K)
Filed 2026-10-23
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares4,983 from 4,664
Change+319 (+7%)
Value$1.7M (+$50.0K)
Filed 2026-11-06
Power Wealth Management LLC
INCREASED
Shares4,974 from 4,914
Change+60 (+1%)
Value$1.7M (-$41.4K)
Filed 2026-10-27
Rudd Co d/b/a Styre Wealth
NEW
Shares4,972
Change+4,972
Value$1.7M
Filed 2026-10-29
Pacific Center for Financial Services
UNCHANGED
Shares4,972 from 4,972
Change0 (0%)
Value$1.7M (-$62.6K)
Filed 2026-10-15
Eagle Wealth Strategies LLC
INCREASED
Shares4,962 from 4,668
Change+294 (+6%)
Value$1.7M (+$41.6K)
Filed 2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,960 from 4,844
Change+116 (+2%)
Value$1.7M (-$21.4K)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares4,960 from 4,999
Change-39 (-1%)
Value$1.7M (-$76.1K)
Filed 2026-10-13
Firestone Capital Management
INCREASED
Shares4,944 from 4,942
Change+2 (+0%)
Value$1.7M (-$61.7K)
Filed 2026-11-03
Index Fund Advisors, Inc.
DECREASED
Shares4,943 from 5,163
Change-220 (-4%)
Value$1.7M (-$139.9K)
Filed 2026-11-05
Rational Advisors, Inc.
INCREASED
Shares4,913 from 4,473
Change+440 (+10%)
Value$1.7M (+$93.6K)
Filed 2026-11-02
Braeburn Wealth Management LLC
INCREASED
Shares4,910 from 4,889
Change+21 (+0%)
Value$1.7M (-$54.3K)
Filed 2026-10-15
Collaborative Capital Advisors LLC
DECREASED
Shares4,897 from 5,016
Change-119 (-2%)
Value$1.7M (-$103.9K)
Filed 2026-11-06
Shah Wealth Advisors, LLC
INCREASED
Shares4,888 from 777
Change+4,111 (+529%)
Value$1.7M (+$1.4M)
Filed 2026-11-06
Insight 2811, Inc.
INCREASED
Shares4,888 from 4,837
Change+51 (+1%)
Value$1.7M (-$43.5K)
Filed 2026-11-06
Crew Capital Management, Ltd
INCREASED
Shares4,887 from 4,317
Change+570 (+13%)
Value$1.7M (+$139.9K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares4,878
Change+4,878
Value$1.7M
Filed 2026-10-26
Aries Wealth Management
UNCHANGED
Shares4,877 from 4,877
Change0 (0%)
Value$1.7M (-$61.4K)
Filed 2026-10-23
Midland Wealth Advisors, LLC
DECREASED
Shares4,861 from 5,780
Change-919 (-16%)
Value$1.7M (-$385.9K)
Filed 2026-10-26
Lee Financial Co
UNCHANGED
Shares4,858 from 4,858
Change0 (0%)
Value$1.7M (-$61.2K)
Filed 2026-10-16
Helium Advisors LLC
DECREASED
Shares4,854 from 6,179
Change-1,325 (-21%)
Value$1.7M (-$529.2K)
Filed 2026-10-23
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares4,823 from 4,059
Change+764 (+19%)
Value$1.6M (+$209.3K)
Filed 2026-10-29
Key Client Fiduciary Advisors, LLC
INCREASED
Shares4,821 from 4,202
Change+619 (+15%)
Value$1.6M (+$158.0K)
Filed 2026-10-19
Martin Capital Advisors, LLP
DECREASED
Shares4,820 from 4,835
Change-15 (0%)
Value$1.6M (-$66.0K)
Filed 2026-10-15
Alpha Zero LLC
INCREASED
Shares4,811 from 3,597
Change+1,214 (+34%)
Value$1.6M (+$366.6K)
Filed 2026-11-06
Outfitters Financial LLC
DECREASED
Shares4,810 from 4,890
Change-80 (-2%)
Value$1.6M (-$88.8K)
Filed 2026-10-23
Collaborative Fund Advisors, LLC
INCREASED
Shares4,805 from 1,859
Change+2,946 (+158%)
Value$1.6M (+$980.4K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
DECREASED
Shares4,802 from 4,869
Change-67 (-1%)
Value$1.6M (-$84.1K)
Filed 2026-10-15
IFG Advisors, LLC
UNCHANGED
Shares4,802 from 4,802
Change0 (0%)
Value$1.6M (-$60.4K)
Filed 2026-10-15
Kearns & Associates LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$1.6M (-$60.4K)
Filed 2026-10-09
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares4,786 from 4,676
Change+110 (+2%)
Value$1.6M (-$21.2K)
Filed 2026-10-16
Blue Jean Financial LLC
INCREASED
Shares4,783 from 4,592
Change+191 (+4%)
Value$1.6M (+$7.3K)
Filed 2026-10-20
Washburn Capital Management, Inc.
INCREASED
Shares4,779 from 4,670
Change+109 (+2%)
Value$1.6M (-$21.7K)
Filed 2026-10-19
Fermata Advisors, LLC
DECREASED
Shares4,772 from 4,989
Change-217 (-4%)
Value$1.6M (-$136.7K)
Filed 2026-10-13
Instrumental Wealth, LLC
INCREASED
Shares4,765 from 4,543
Change+222 (+5%)
Value$1.6M (+$18.5K)
Filed 2026-10-20
Cordoba Advisory Partners LLC
INCREASED
Shares4,760 from 4,651
Change+109 (+2%)
Value$1.6M (-$21.6K)
Filed 2026-10-19
Able Wealth Management LLC
INCREASED
Shares4,758 from 4,200
Change+558 (+13%)
Value$1.6M (+$152.1K)
Filed 2026-10-13
Eads & Heald Wealth Management
DECREASED
Shares4,757 from 4,813
Change-56 (-1%)
Value$1.6M (-$79.7K)
Filed 2026-10-29
Merrithew & Thorsten Inc
DECREASED
Shares4,748 from 4,883
Change-135 (-3%)
Value$1.6M (-$107.1K)
Filed 2026-11-06
Brady Family Wealth, LLC
UNCHANGED
Shares4,742 from 4,742
Change0 (0%)
Value$1.6M (-$59.7K)
Filed 2026-11-02
Tandem Investment Partners LLC
DECREASED
Shares4,735 from 4,855
Change-120 (-2%)
Value$1.6M (-$102.0K)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED
Shares4,735 from 4,650
Change+85 (+2%)
Value$1.6M (-$29.5K)
Filed 2026-10-16
Marest Capital, LLC
INCREASED
Shares4,735 from 4,673
Change+62 (+1%)
Value$1.6M (-$36.4K)
Filed 2026-10-23
TFC Financial Management, Inc.
INCREASED
Shares4,729 from 4,564
Change+165 (+4%)
Value$1.6M (-$1.2K)
Filed 2026-10-26
Firethorn Wealth Partners, LLC
DECREASED
Shares4,723 from 4,785
Change-62 (-1%)
Value$1.6M (-$81.4K)
Filed 2026-10-14
Compass Financial Group, Inc
INCREASED
Shares4,720 from 3,920
Change+800 (+20%)
Value$1.6M (+$223.1K)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
INCREASED
Shares4,712 from 4,324
Change+388 (+9%)
Value$1.6M (+$77.8K)
Filed 2026-10-13
Three Arch Wealth Management LLC
INCREASED
Shares4,711 from 1,376
Change+3,335 (+242%)
Value$1.6M (+$1.1M)
Filed 2026-10-20
Financial Management Professionals, Inc.
DECREASED
Shares4,706 from 4,714
Change-8 (0%)
Value$1.6M (-$62.1K)
Filed 2026-10-23
Coerente Capital Management
DECREASED
Shares4,696 from 5,211
Change-515 (-10%)
Value$1.6M (-$241.1K)
Filed 2026-10-29
Philip James Wealth Mangement, LLC
INCREASED
Shares4,692 from 1,766
Change+2,926 (+166%)
Value$1.6M (+$974.8K)
Filed 2026-10-27
Commons Capital, LLC
DECREASED
Shares4,686 from 4,717
Change-31 (-1%)
Value$1.6M (-$69.9K)
Filed 2026-11-05
Nolet Wealth Management, LLC
INCREASED
Shares4,684 from 4,575
Change+109 (+2%)
Value$1.6M (-$20.5K)
Filed 2026-10-15
Willis Johnson Wealth, Inc.
INCREASED
Shares4,671 from 4,425
Change+246 (+6%)
Value$1.6M (+$28.1K)
Filed 2026-11-03
Groesbeck Investment Management Corp
DECREASED
Shares4,670 from 4,740
Change-70 (-1%)
Value$1.6M (-$84.0K)
Filed 2026-10-26
Spring Capital Management, LLC
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$1.6M (-$58.8K)
Filed 2026-10-09
Godsey & Gibb, Inc
DECREASED
Shares4,669 from 4,682
Change-13 (0%)
Value$1.6M (-$63.4K)
Filed 2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares4,656 from 4,656
Change0 (0%)
Value$1.6M ($0)
Filed 2026-11-03
Avantra Family Wealth, Inc.
DECREASED
Shares4,646 from 4,777
Change-131 (-3%)
Value$1.6M (-$104.9K)
Filed 2026-10-20
Evergreen Wealth Management, LLC
INCREASED
Shares4,644 from 4,640
Change+4 (+0%)
Value$1.6M (-$57.1K)
Filed 2026-11-06
Intergy Private Wealth, LLC
DECREASED
Shares4,642 from 4,980
Change-338 (-7%)
Value$1.6M (-$178.0K)
Filed 2026-10-16
Hanseatic Management Services Inc
INCREASED
Shares4,639 from 4,529
Change+110 (+2%)
Value$1.6M (-$19.5K)
Filed 2026-10-27
Argentarii, LLC
INCREASED
Shares4,622 from 4,314
Change+308 (+7%)
Value$1.6M (+$95.2K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
DECREASED
Shares4,622 from 4,717
Change-95 (-2%)
Value$1.6M (-$91.8K)
Filed 2026-10-09
William John Sempolinski
UNCHANGED
Shares4,584 from 4,584
Change0 (0%)
Value$1.6M (-$57.7K)
Filed 2026-10-20
Variant Private Wealth, LLC
INCREASED
Shares4,569 from 4,566
Change+3 (+0%)
Value$1.6M (-$56.5K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
INCREASED
Shares4,561 from 4,432
Change+129 (+3%)
Value$1.6M (-$11.8K)
Filed 2026-11-05
Virtue Capital Management, LLC
DECREASED
Shares4,555 from 4,593
Change-38 (-1%)
Value$1.6M (-$70.8K)
Filed 2026-10-29
Liberty Atlantic Advisors LLC
INCREASED
Shares4,549 from 4,544
Change+5 (+0%)
Value$1.6M (-$55.5K)
Filed 2026-10-14
Thompson Davis & Co., Inc.
INCREASED
Shares4,543 from 3,774
Change+769 (+20%)
Value$1.5M (+$214.4K)
Filed 2026-11-05
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares4,541 from 4,541
Change0 (0%)
Value$1.5M (-$57.2K)
Filed 2026-10-29
Capital Squared Financial LLC
DECREASED
Shares4,533 from 4,540
Change-7 (0%)
Value$1.5M (-$59.7K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares4,525 from 4,585
Change-60 (-1%)
Value$1.5M (-$78.1K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
DECREASED
Shares4,522 from 4,542
Change-20 (0%)
Value$1.5M (-$64.1K)
Filed 2026-10-13
LeConte Wealth Management, LLC
DECREASED
Shares4,520 from 4,548
Change-28 (-1%)
Value$1.5M (-$66.8K)
Filed 2026-10-20
Greenhouse Wealth Management, LLC
UNCHANGED
Shares4,516 from 4,516
Change0 (0%)
Value$1.5M (-$56.8K)
Filed 2026-10-20
Hohimer Wealth Management, LLC
DECREASED
Shares4,515 from 4,520
Change-5 (0%)
Value$1.5M (-$58.6K)
Filed 2026-11-04
Northbridge Financial Group, LLC
INCREASED
Shares4,509 from 4,379
Change+130 (+3%)
Value$1.6M (+$6.3K)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares4,504 from 4,129
Change+375 (+9%)
Value$1.5M (+$75.6K)
Filed 2026-11-04
FDx Advisors, Inc.
INCREASED
Shares4,498 from 4,122
Change+376 (+9%)
Value$1.5M (+$77.0K)
Filed 2026-11-05
Olistico Wealth, LLC
INCREASED
Shares4,496 from 4,490
Change+6 (+0%)
Value$1.5M (-$54.5K)
Filed 2026-10-05
Plante Moran Financial Advisors, LLC
DECREASED
Shares4,491 from 7,197
Change-2,706 (-38%)
Value$1.5M (-$1.0M)
Filed 2026-11-04
Trinity Financial Advisors LLC
DECREASED
Shares4,489 from 4,628
Change-139 (-3%)
Value$1.5M (-$105.5K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares4,480 from 4,111
Change+369 (+9%)
Value$1.5M (+$74.2K)
Filed 2026-10-29
Elite Life Management LLC
INCREASED
Shares4,471 from 4,324
Change+147 (+3%)
Value$1.3M (-$297.5K)
Filed 2026-11-06
Tableaux LLC
INCREASED
Shares4,468 from 4,355
Change+113 (+3%)
Value$1.5M (-$16.0K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares4,467 from 4,339
Change+128 (+3%)
Value$1.5M (-$6.2K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
INCREASED
Shares4,459 from 2,460
Change+1,999 (+81%)
Value$1.5M (+$650.2K)
Filed 2026-10-16
Northern Capital Management, Inc.
INCREASED
Shares4,445 from 4,067
Change+378 (+9%)
Value$1.5M (+$77.3K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
DECREASED
Shares4,426 from 4,926
Change-500 (-10%)
Value$1.5M (-$232.4K)
Filed 2026-10-14
Twelve Points Wealth Management LLC
DECREASED
Shares4,424 from 4,934
Change-510 (-10%)
Value$1.2M (-$512.5K)
Filed 2026-11-03
Tannin Capital LLC
DECREASED
Shares4,418 from 4,479
Change-61 (-1%)
Value$1.5M (-$77.1K)
Filed 2026-11-05
Nordwand Advisors, LLC
INCREASED
Shares4,409 from 4,310
Change+99 (+2%)
Value$1.5M (-$20.5K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares4,404 from 1,748
Change+2,656 (+152%)
Value$1.5M (+$883.0K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
INCREASED
Shares4,403 from 4,037
Change+366 (+9%)
Value$1.5M (+$74.0K)
Filed 2026-11-04
Kennebec Savings Bank
DECREASED
Shares4,398 from 4,432
Change-34 (-1%)
Value$1.5M (-$67.4K)
Filed 2026-10-22
Arbor Investment Advisors, LLC
DECREASED
Shares4,387 from 4,720
Change-333 (-7%)
Value$1.5M (-$172.9K)
Filed 2026-10-26
Alterna Wealth Management, Inc
DECREASED
Shares4,387 from 4,467
Change-80 (-2%)
Value$1.5M (-$83.5K)
Filed 2026-10-27
Riverbend Wealth Management, LLC
DECREASED
Shares4,387 from 4,448
Change-61 (-1%)
Value$1.5M (-$76.7K)
Filed 2026-10-15
Heritage Investment Group, Inc.
INCREASED
Shares4,377 from 4,361
Change+16 (+0%)
Value$1.5M (-$49.5K)
Filed 2026-11-03
Wilkins Investment Counsel Inc
UNCHANGED
Shares4,373 from 4,373
Change0 (0%)
Value$1.5M (-$55.1K)
Filed 2026-11-03
TrueMark Investments, LLC
DECREASED
Shares4,363 from 4,716
Change-353 (-7%)
Value$1.5M (-$179.7K)
Filed 2026-11-05
Cambridge Financial Group, LLC
UNCHANGED
Shares4,359 from 4,359
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-06
Consolidated Capital Management, LLC
INCREASED
Shares4,354 from 4,103
Change+251 (+6%)
Value$1.5M (+$33.7K)
Filed 2026-10-13
Innovative Advisory Group, LLC
INCREASED
Shares4,352 from 4,346
Change+6 (+0%)
Value$1.5M (-$52.7K)
Filed 2026-10-13
Cardinal Strategic Wealth Guidance
DECREASED
Shares4,339 from 4,411
Change-72 (-2%)
Value$1.5M (-$80.1K)
Filed 2026-11-02
Commonwealth Financial Services, LLC
DECREASED
Shares4,330 from 4,635
Change-305 (-7%)
Value$1.5M (-$162.3K)
Filed 2026-10-20
Monument Capital Management
DECREASED
Shares4,330 from 4,428
Change-98 (-2%)
Value$1.5M (-$89.5K)
Filed 2026-10-09
Salomon & Ludwin, LLC
DECREASED
Shares4,315 from 4,323
Change-8 (0%)
Value$1.5M (-$76.9K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
INCREASED
Shares4,292 from 4,107
Change+185 (+5%)
Value$1.4M (+$2.7K)
Filed 2026-10-19
Ti-Trust, Inc
UNCHANGED
Shares4,291 from 4,291
Change0 (0%)
Value$1.5M (-$54.0K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
DECREASED
Shares4,285 from 4,413
Change-128 (-3%)
Value$1.5M (-$99.3K)
Filed 2026-10-27
Oak Grove Capital LLC
INCREASED
Shares4,277 from 4,051
Change+226 (+6%)
Value$1.5M (+$26.0K)
Filed 2026-10-09
DecisionMap Wealth Management, LLC
DECREASED
Shares4,271 from 4,425
Change-154 (-3%)
Value$1.5M (-$108.2K)
Filed 2026-10-29
Dedeker Financial LLC
INCREASED
Shares4,259 from 4,201
Change+58 (+1%)
Value$1.5M (-$33.3K)
Filed 2026-10-23
Milestone Asset Management Group, LLC
DECREASED
Shares4,257 from 4,321
Change-64 (-1%)
Value$1.5M (-$76.2K)
Filed 2026-10-20
Sava Infond d.o.o.
UNCHANGED
Shares4,255 from 4,255
Change0 (0%)
Value$1.4M (-$53.6K)
Filed 2026-10-28
North Capital, Inc.
DECREASED
Shares4,249 from 4,474
Change-225 (-5%)
Value$1.5M (-$95.6K)
Filed 2026-10-16
Asset Advisors Investment Management, LLC
UNCHANGED
Shares4,243 from 4,243
Change0 (0%)
Value$1.4M (-$53.4K)
Filed 2026-10-19
Accel Wealth Management
DECREASED
Shares4,239 from 4,250
Change-11 (0%)
Value$1.4M (-$57.2K)
Filed 2026-10-13
Valicenti Advisory Services Inc
DECREASED
Shares4,229 from 4,251
Change-22 (-1%)
Value$1.4M (-$61.0K)
Filed 2026-10-23
Precedent Wealth Partners, LLC
DECREASED
Shares4,227 from 4,861
Change-634 (-13%)
Value$1.4M (-$277.0K)
Filed 2026-10-21
Mission Financial Group, LLC
INCREASED
Shares4,225 from 3,356
Change+869 (+26%)
Value$1.4M (+$253.9K)
Filed 2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares4,210 from 3,754
Change+456 (+12%)
Value$1.4M (+$108.1K)
Filed 2026-10-20
Fortis Group Advisors, LLC
INCREASED
Shares4,207 from 2,443
Change+1,764 (+72%)
Value$1.2M (+$310.2K)
Filed 2026-11-06
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares4,201 from 4,414
Change-213 (-5%)
Value$1.4M (-$128.4K)
Filed 2026-10-29
One Degree Advisors Inc
DECREASED
Shares4,198 from 4,470
Change-272 (-6%)
Value$1.4M (+$1.4M)
Filed 2026-11-06
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares4,198 from 4,125
Change+73 (+2%)
Value$1.4M (-$26.9K)
Filed 2026-10-14
Warburton Capital Management, LLC
INCREASED
Shares4,194 from 4,120
Change+74 (+2%)
Value$1.2M (-$287.9K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares4,192 from 3,189
Change+1,003 (+31%)
Value$1.4M (+$301.8K)
Filed 2026-10-28
Altiora Financial Group, LLC
INCREASED
Shares4,188 from 4,187
Change+1 (+0%)
Value$1.4M (-$52.4K)
Filed 2026-11-04
Sage Capital Advisors,llc
INCREASED
Shares4,174 from 4,172
Change+2 (+0%)
Value$1.4M (-$51.8K)
Filed 2026-10-13
Uniting Wealth Partners, LLC
INCREASED
Shares4,166 from 3,585
Change+581 (+16%)
Value$1.4M (+$152.9K)
Filed 2026-11-06
Alpha Wealth Funds, LLC
INCREASED
Shares4,159 from 1,159
Change+3,000 (+259%)
Value$1.4M (+$993.7K)
Filed 2026-11-05
Vision Capital Management, Inc.
DECREASED
Shares4,156 from 4,259
Change-103 (-2%)
Value$1.4M (-$88.7K)
Filed 2026-10-20
Valley Wealth Managers, Inc.
UNCHANGED
Shares4,143 from 4,143
Change0 (0%)
Value$1.4M (-$52.2K)
Filed 2026-10-09
BlueChip Wealth Advisors LLC
INCREASED
Shares4,138 from 2,098
Change+2,040 (+97%)
Value$1.4M (+$668.7K)
Filed 2026-11-03
Factor Wealth Management LTD
DECREASED
Shares4,137 from 5,936
Change-1,799 (-30%)
Value$1.4M (-$687.7K)
Filed 2026-10-08
Randall & Associates Wealth Management
INCREASED
Shares4,134 from 3,803
Change+331 (+9%)
Value$1.4M (+$64.9K)
Filed 2026-10-20
Westhampton Capital, LLC
INCREASED
Shares4,128 from 3,640
Change+488 (+13%)
Value$1.4M (+$120.5K)
Filed 2026-10-30
Forte Asset Management LLC
UNCHANGED
Shares4,128 from 4,128
Change0 (0%)
Value$1.4M (-$52.0K)
Filed 2026-10-13
LifeSteps Financial, Inc.
DECREASED
Shares4,127 from 4,318
Change-191 (-4%)
Value$1.4M (-$119.5K)
Filed 2026-10-15
Trilogy Capital Inc.
INCREASED
Shares4,119 from 3,942
Change+177 (+4%)
Value$1.4M (+$10.8K)
Filed 2026-10-20
Montz Harcus Wealth Management LLC
INCREASED
Shares4,111 from 4,086
Change+25 (+1%)
Value$1.4M (-$42.9K)
Filed 2026-10-09
ERn Financial, LLC
DECREASED
Shares4,095 from 4,251
Change-156 (-4%)
Value$1.4M (-$107.0K)
Filed 2026-10-28
NBH Bank
DECREASED
Shares4,092 from 4,320
Change-228 (-5%)
Value$1.4M (-$132.1K)
Filed 2026-11-05
RTD Financial Advisors, Inc.
DECREASED
Shares4,091 from 5,057
Change-966 (-19%)
Value$1.4M (-$392.8K)
Filed 2026-10-09
Spartan Planning & Wealth Management
DECREASED
Shares4,090 from 9,078
Change-4,988 (-55%)
Value$1.4M (-$1.8M)
Filed 2026-10-13
High Point Wealth Management, LLC
INCREASED
Shares4,083 from 3,532
Change+551 (+16%)
Value$1.4M (+$143.2K)
Filed 2026-11-05
bLong Financial, LLC
INCREASED
Shares4,081 from 4,080
Change+1 (+0%)
Value$1.4M (-$51.0K)
Filed 2026-10-29
Ariston Services Group
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$1.4M (-$51.3K)
Filed 2026-10-16
Bright Futures Wealth Management, Llc.
INCREASED
Shares4,071 from 3,991
Change+80 (+2%)
Value$1.4M (-$23.0K)
Filed 2026-10-23
Sage Mountain Advisors LLC
NEW
Shares4,066
Change+4,066
Value$1.4M
Filed 2026-11-02
BCV Asset Management Inc.
UNCHANGED
Shares4,065 from 4,065
Change0 (0%)
Value$1.4M (-$40.2K)
Filed 2026-11-06
LifeWealth Investments, LLC
DECREASED
Shares4,059 from 4,103
Change-44 (-1%)
Value$1.4M (-$66.8K)
Filed 2026-10-21
Hamilton Capital, LLC
DECREASED
Shares4,056 from 4,302
Change-246 (-6%)
Value$1.4M (-$138.0K)
Filed 2026-10-08
GS Investments, Inc.
DECREASED
Shares4,050 from 4,125
Change-75 (-2%)
Value$1.4M (-$77.5K)
Filed 2026-11-05
Steinberganna Wealth Management
DECREASED
Shares4,046 from 8,721
Change-4,675 (-54%)
Value$1.4M (-$1.7M)
Filed 2026-10-23
Malaga Cove Capital, LLC
UNCHANGED
Shares4,013 from 4,013
Change0 (0%)
Value$1.4M (-$50.5K)
Filed 2026-10-23
Lexington Hill Partners, LLC
DECREASED
Shares4,005 from 4,191
Change-186 (-4%)
Value$1.4M (-$116.2K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares4,005 from 4,003
Change+2 (+0%)
Value$1.4M (-$49.7K)
Filed 2026-10-20
University of Texas S AM Investment Management Co
DECREASED
Shares4,001 from 4,523
Change-522 (-12%)
Value$1.4M (-$234.8K)
Filed 2026-11-03
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares3,998 from 4,000
Change-2 (0%)
Value$1.4M (-$51.0K)
Filed 2026-10-16
LongView Wealth Management
INCREASED
Shares3,996 from 3,961
Change+35 (+1%)
Value$1.4M (-$37.8K)
Filed 2026-10-19
Morangie Management LLC
DECREASED
Shares3,986 from 4,014
Change-28 (-1%)
Value$1.4M (-$60.5K)
Filed 2026-10-15
First International Bank of Israel Ltd.
INCREASED
Shares3,980 from 3,895
Change+85 (+2%)
Value$1.4M (-$20.1K)
Filed 2026-11-04
Vision Financial Markets LLC
DECREASED
Shares3,979 from 3,980
Change-1 (0%)
Value$1.3M (-$67.0K)
Filed 2026-10-22
GSG Advisors LLC
INCREASED
Shares3,975 from 3,974
Change+1 (+0%)
Value$1.4M (-$49.8K)
Filed 2026-11-03
Flagship Private Wealth, LLC
DECREASED
Shares3,973 from 3,992
Change-19 (0%)
Value$1.4M (-$56.7K)
Filed 2026-11-05
TriaGen Wealth Management LLC
DECREASED
Shares3,971 from 4,971
Change-1,000 (-20%)
Value$1.4M (-$403.3K)
Filed 2026-10-14
Capital Management Associates, Inc
DECREASED
Shares3,967 from 4,037
Change-70 (-2%)
Value$1.4M (-$74.6K)
Filed 2026-10-20
Luts & Greenleigh Group, Inc.
DECREASED
Shares3,961 from 4,177
Change-216 (-5%)
Value$1.3M (-$126.4K)
Filed 2026-11-05
Oakwell Private Wealth Management, LLC
INCREASED
Shares3,959 from 3,426
Change+533 (+16%)
Value$1.3M (+$138.5K)
Filed 2026-11-06
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,959 from 3,772
Change+187 (+5%)
Value$1.3M (+$16.2K)
Filed 2026-10-20
Nikulski Financial, Inc.
INCREASED
Shares3,946 from 3,568
Change+378 (+11%)
Value$1.3M (+$83.9K)
Filed 2026-11-06
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares3,939 from 3,907
Change+32 (+1%)
Value$1.3M (-$38.3K)
Filed 2026-10-28
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares3,935 from 3,935
Change0 (0%)
Value$1.3M (-$49.5K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares3,934
Change+3,934
Value$1.3M
Filed 2026-11-04
Presilium Private Wealth, LLC
INCREASED
Shares3,927 from 3,533
Change+394 (+11%)
Value$1.3M (+$89.8K)
Filed 2026-10-26
Sawyer & Company, Inc
DECREASED
Shares3,910 from 4,210
Change-300 (-7%)
Value$1.3M (-$155.2K)
Filed 2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares3,909 from 3,885
Change+24 (+1%)
Value$1.3M (-$40.7K)
Filed 2026-10-15
National Wealth Management Group, LLC
INCREASED
Shares3,908 from 2,495
Change+1,413 (+57%)
Value$1.3M (+$450.1K)
Filed 2026-10-26
Milestone Asset Management, LLC
INCREASED
Shares3,907 from 2,615
Change+1,292 (+49%)
Value$1.3M (+$407.3K)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
DECREASED
Shares3,902 from 3,917
Change-15 (0%)
Value$1.4M (-$34.9K)
Filed 2026-10-19
Wendell David Associates Inc
UNCHANGED
Shares3,898 from 3,898
Change0 (0%)
Value$1.3M (-$49.0K)
Filed 2026-10-27
Lakeshore Financial Planning, Inc.
INCREASED
Shares3,890 from 3,695
Change+195 (+5%)
Value$1.3M (+$19.6K)
Filed 2026-10-13
PFW Advisors LLC
DECREASED
Shares3,882 from 3,920
Change-38 (-1%)
Value$1.3M (-$62.3K)
Filed 2026-10-07
Fingerlakes Wealth Management, Inc.
DECREASED
Shares3,874 from 4,026
Change-152 (-4%)
Value$1.3M (-$102.8K)
Filed 2026-11-04
Independence Wealth Advisors, LLC
NEW
Shares3,867
Change+3,867
Value$1.3M
Filed 2026-10-29
Kaufman Rossin Wealth, LLC
INCREASED
Shares3,855 from 1,495
Change+2,360 (+158%)
Value$1.3M (+$781.0K)
Filed 2026-10-19
Saxony Capital Management, LLC
INCREASED
Shares3,854 from 3,591
Change+263 (+7%)
Value$1.3M (+$44.3K)
Filed 2026-10-15
Peck Wealth Management, LLC
UNCHANGED
Shares3,846 from 3,846
Change0 (0%)
Value$1.3M (-$48.4K)
Filed 2026-10-29
Sutton Place Investors LLC
DECREASED
Shares3,844 from 3,850
Change-6 (0%)
Value$1.3M (-$50.5K)
Filed 2026-10-20
Great Lakes Retirement, Inc.
INCREASED
Shares3,834 from 3,244
Change+590 (+18%)
Value$1.3M (+$160.3K)
Filed 2026-10-26
Entrewealth, LLC
INCREASED
Shares3,824 from 3,392
Change+432 (+13%)
Value$1.3M (+$93.4K)
Filed 2026-10-14
Prosperitas Financial LLC
INCREASED
Shares3,823 from 3,816
Change+7 (+0%)
Value$1.3M (-$45.5K)
Filed 2026-10-28
Excalibur Management Corp
INCREASED
Shares3,814 from 3,808
Change+6 (+0%)
Value$1.3M (-$45.9K)
Filed 2026-11-02
ProCore Advisors, LLC
DECREASED
Shares3,807 from 3,851
Change-44 (-1%)
Value$1.3M (-$63.6K)
Filed 2026-10-14
Laurion Capital Management LP
NEW
Shares3,806
Change+3,806
Value$1.3M
Filed 2026-10-30
Grey Fox Wealth Advisors, LLC
INCREASED
Shares3,802 from 3,739
Change+63 (+2%)
Value$1.3M (-$25.4K)
Filed 2026-11-03
Azzad Asset Management Inc
INCREASED
Shares3,795 from 3,758
Change+37 (+1%)
Value$1.3M (-$34.6K)
Filed 2026-11-04
Puff Wealth Management, LLC
DECREASED
Shares3,791 from 3,835
Change-44 (-1%)
Value$1.3M (-$63.3K)
Filed 2026-10-07
Summit Financial Strategies, Inc.
DECREASED
Shares3,790 from 3,865
Change-75 (-2%)
Value$1.3M (-$74.3K)
Filed 2026-10-14
Beacon Financial Advisory LLC
INCREASED
Shares3,785 from 3,583
Change+202 (+6%)
Value$1.3M (+$23.9K)
Filed 2026-10-16
Momentous Wealth Management, Inc.
DECREASED
Shares3,779 from 3,807
Change-28 (-1%)
Value$1.3M (-$57.5K)
Filed 2026-10-21
Aspen Wealth Management LLC
INCREASED
Shares3,775 from 2,500
Change+1,275 (+51%)
Value$1.3M (+$403.3K)
Filed 2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED
Shares3,768 from 3,177
Change+591 (+19%)
Value$1.3M (+$161.5K)
Filed 2026-10-14
Kooman & Associates
DECREASED
Shares3,762 from 4,014
Change-252 (-6%)
Value$1.3M (-$136.4K)
Filed 2026-10-21
August Group Capital Ltd
DECREASED
Shares3,762 from 3,785
Change-23 (-1%)
Value$1.3M (-$55.5K)
Filed 2026-10-14
Autumn Glory Partners, LLC
UNCHANGED
Shares3,748 from 3,748
Change0 (0%)
Value$1.3M (-$47.2K)
Filed 2026-10-26
Blodgett Wealth Advisors, LLC
INCREASED
Shares3,747 from 3,622
Change+125 (+3%)
Value$1.3M (-$3.0K)
Filed 2026-10-23
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares3,739 from 2,391
Change+1,348 (+56%)
Value$1.3M (+$429.4K)
Filed 2026-10-16
Miramontes Capital, LLC
INCREASED
Shares3,724 from 3,459
Change+265 (+8%)
Value$1.3M (+$46.6K)
Filed 2026-10-19
BAM Wealth Management, LLC
INCREASED
Shares3,720 from 3,401
Change+319 (+9%)
Value$1.3M (+$65.9K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares3,720 from 3,580
Change+140 (+4%)
Value$1.3M (+$2.6K)
Filed 2026-11-05
Vertrix Wealth Management, LLC
UNCHANGED
Shares3,720 from 3,720
Change0 (0%)
Value$1.3M (-$46.8K)
Filed 2026-10-13
Mosley Wealth Management
UNCHANGED
Shares3,719 from 3,719
Change0 (0%)
Value$1.3M (-$31.2K)
Filed 2026-10-16
Tuttle Capital Management, LLC
INCREASED
Shares3,713 from 2,445
Change+1,268 (+52%)
Value$1.3M (+$401.3K)
Filed 2026-10-21
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares3,711 from 3,711
Change0 (0%)
Value$1.3M (-$46.6K)
Filed 2026-11-02
Bdfs Capital LLC
INCREASED
Shares3,708 from 3,571
Change+137 (+4%)
Value$1.3M (+$1.8K)
Filed 2026-10-14
Blue Capital, Inc.
DECREASED
Shares3,702 from 8,257
Change-4,555 (-55%)
Value$1.3M (-$1.7M)
Filed 2026-10-13
Quartz Partners, LLC
INCREASED
Shares3,687 from 2,360
Change+1,327 (+56%)
Value$1.3M (+$422.5K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,669 from 2,827
Change+842 (+30%)
Value$1.3M (+$251.4K)
Filed 2026-10-16
Sacks & Associates, LLC
DECREASED
Shares3,661 from 3,882
Change-221 (-6%)
Value$1.2M (-$137.3K)
Filed 2026-10-09
McKinley Carter Wealth Services, Inc.
INCREASED
Shares3,660 from 3,583
Change+77 (+2%)
Value$1.2M (-$18.9K)
Filed 2026-10-16
Wakefield Asset Management Lllp
INCREASED
Shares3,656 from 3,339
Change+317 (+9%)
Value$1.2M (+$66.0K)
Filed 2026-11-05
Mycio Wealth Partners, LLC
UNCHANGED
Shares3,649 from 3,649
Change0 (0%)
Value$1.2M (-$45.9K)
Filed 2026-11-04
Alps Advisors Inc
DECREASED
Shares3,641 from 4,860
Change-1,219 (-25%)
Value$1.2M (-$476.6K)
Filed 2026-11-03
Family Capital Management, Inc.
DECREASED
Shares3,641 from 3,679
Change-38 (-1%)
Value$1.2M (-$59.3K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
UNCHANGED
Shares3,634 from 3,634
Change0 (0%)
Value$1.2M (-$45.8K)
Filed 2026-10-14
Cookson Peirce & Co Inc
INCREASED
Shares3,630 from 3,629
Change+1 (+0%)
Value$1.2M (-$45.5K)
Filed 2026-10-30
Piscataqua Savings Bank
DECREASED
Shares3,626 from 3,937
Change-311 (-8%)
Value$1.2M (-$155.5K)
Filed 2026-10-21
Hilltop National Bank
INCREASED
Shares3,626 from 3,410
Change+216 (+6%)
Value$1.2M (+$30.7K)
Filed 2026-10-14
Kachkovsky & Fisher, Inc.
DECREASED
Shares3,624 from 3,633
Change-9 (0%)
Value$1.2M (-$48.7K)
Filed 2026-10-21
Weaver Consulting Group
INCREASED
Shares3,618 from 3,016
Change+602 (+20%)
Value$1.2M (+$167.4K)
Filed 2026-10-07
Ring Mountain Capital, LLC
UNCHANGED
Shares3,613 from 3,613
Change0 (0%)
Value$1.2M (-$45.5K)
Filed 2026-10-13
Old Peak Finance LLC
DECREASED
Shares3,593 from 3,669
Change-76 (-2%)
Value$1.2M (-$72.1K)
Filed 2026-11-02
Investment Advisory Services Inc
INCREASED
Shares3,581 from 3,556
Change+25 (+1%)
Value$1.2M (-$36.1K)
Filed 2026-10-27
Mezzasalma Advisors, LLC
INCREASED
Shares3,580 from 3,524
Change+56 (+2%)
Value$1.2M (-$25.3K)
Filed 2026-10-14
GoalVest Advisory LLC
DECREASED
Shares3,577 from 3,698
Change-121 (-3%)
Value$1.2M (-$87.8K)
Filed 2026-10-02
Worth Asset Management, LLC
INCREASED
Shares3,569 from 2,871
Change+698 (+24%)
Value$1.2M (+$201.7K)
Filed 2026-10-07
WD Rutherford LLC
DECREASED
Shares3,568 from 4,400
Change-832 (-19%)
Value$1.2M (-$338.9K)
Filed 2026-10-26
Durante & Waters, LLC
INCREASED
Shares3,566 from 3,265
Change+301 (+9%)
Value$1.2M (+$61.5K)
Filed 2026-10-28
ForthRight Wealth Management, LLC
INCREASED
Shares3,561 from 3,552
Change+9 (+0%)
Value$1.2M (-$41.7K)
Filed 2026-11-06
Redwood Financial Network Corp
UNCHANGED
Shares3,558 from 3,558
Change0 (0%)
Value$1.2M (-$44.8K)
Filed 2026-11-03
Stone House Investment Management, LLC
DECREASED
Shares3,557 from 3,642
Change-85 (-2%)
Value$1.2M (-$74.7K)
Filed 2026-10-23
MFA Wealth Services
DECREASED
Shares3,554 from 3,646
Change-92 (-3%)
Value$1.2M (-$77.2K)
Filed 2026-10-14
StoneCrest Wealth Management, Inc.
DECREASED
Shares3,554 from 3,643
Change-89 (-2%)
Value$1.2M (-$76.2K)
Filed 2026-11-03
Taylor Securities Services, Inc.
INCREASED
Shares3,553 from 3,536
Change+17 (+0%)
Value$1.2M (-$38.6K)
Filed 2026-10-20
Accelerate Investment Advisors LLC
DECREASED
Shares3,551 from 3,757
Change-206 (-5%)
Value$1.2M (-$117.5K)
Filed 2026-11-02
Turning Point Benefit Group, Inc.
DECREASED
Shares3,549 from 4,051
Change-502 (-12%)
Value$1.2M (-$245.6K)
Filed 2026-10-28
Decision Investments, Inc
DECREASED
Shares3,543 from 3,546
Change-3 (0%)
Value$1.2M (-$45.7K)
Filed 2026-10-07
Ibex Wealth Advisors
INCREASED
Shares3,541 from 2,825
Change+716 (+25%)
Value$1.2M (+$208.4K)
Filed 2026-11-06
Triasima Portfolio Management inc.
DECREASED
Shares3,536 from 3,787
Change-251 (-7%)
Value$1.2M (-$133.2K)
Filed 2026-10-15
High Note Wealth, LLC
INCREASED
Shares3,535 from 3,456
Change+79 (+2%)
Value$1.2M (-$16.6K)
Filed 2026-10-27
Horizon Wealth Management, LLC
INCREASED
Shares3,534 from 3,507
Change+27 (+1%)
Value$1.2M (-$35.0K)
Filed 2026-11-02
Biltmore Wealth Management, LLC
INCREASED
Shares3,526 from 3,364
Change+162 (+5%)
Value$1.2M (+$12.7K)
Filed 2026-10-09
Tempus Wealth Planning, LLC
INCREASED
Shares3,504 from 3,354
Change+150 (+4%)
Value$1.2M (+$8.9K)
Filed 2026-10-14
Grace & White Inc
INCREASED
Shares3,503 from 1,560
Change+1,943 (+125%)
Value$1.2M (+$642.4K)
Filed 2026-10-23
Trust Co
INCREASED
Shares3,489 from 3,384
Change+105 (+3%)
Value$1.2M (-$6.8K)
Filed 2026-10-09
Cornerstone Planning Group LLC
INCREASED
Shares3,487 from 3,410
Change+77 (+2%)
Value$1.2M (+$47.3K)
Filed 2026-10-16
Omni 360 Wealth, Inc.
INCREASED
Shares3,480 from 3,321
Change+159 (+5%)
Value$1.2M (+$12.4K)
Filed 2026-10-13
Omega Financial Group, LLC
INCREASED
Shares3,470 from 3,392
Change+78 (+2%)
Value$1.2M (-$16.1K)
Filed 2026-10-29
4Wealth Advisors, Inc.
DECREASED
Shares3,466 from 4,663
Change-1,197 (-26%)
Value$1.2M (-$468.7K)
Filed 2026-10-13
Spirit of America Management Corp
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$1.2M (-$43.4K)
Filed 2026-10-14
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$1.2M (-$43.4K)
Filed 2026-10-15
Sterling Group Wealth Management, LLC
DECREASED
Shares3,446 from 4,446
Change-1,000 (-22%)
Value$1.2M (-$396.7K)
Filed 2026-11-03
LCM Capital Management Inc
DECREASED
Shares3,444 from 3,604
Change-160 (-4%)
Value$1.2M (-$99.9K)
Filed 2026-10-20
William Blair Investment Management, LLC
INCREASED
Shares3,440 from 2,785
Change+655 (+24%)
Value$1.2M (+$188.1K)
Filed 2026-11-06
Prospera Capital Management, LLC
INCREASED
Shares3,437 from 3,376
Change+61 (+2%)
Value$1.2M (-$60.8K)
Filed 2026-10-19
Capstone Capital Management Ltd
DECREASED
Shares3,432 from 6,935
Change-3,503 (-51%)
Value$1.2M (-$1.3M)
Filed 2026-10-21
JB Capital LLC
DECREASED
Shares3,427 from 3,433
Change-6 (0%)
Value$1.2M (-$45.3K)
Filed 2026-10-19
Elevated Capital Advisors, LLC
DECREASED
Shares3,420 from 3,726
Change-306 (-8%)
Value$1.2M (-$151.4K)
Filed 2026-11-04
BCS Wealth Management
INCREASED
Shares3,416 from 3,369
Change+47 (+1%)
Value$1.2M (-$26.4K)
Filed 2026-11-03
Mitchell Sinkler & Starr
DECREASED
Shares3,414 from 3,539
Change-125 (-4%)
Value$1.2M (-$87.1K)
Filed 2026-10-13
Prosperity Financial Group, Inc.
INCREASED
Shares3,412 from 3,165
Change+247 (+8%)
Value$1.2M (+$44.3K)
Filed 2026-10-29
Mayfair Advisory Group, LLC
INCREASED
Shares3,394 from 3,392
Change+2 (+0%)
Value$1.2M (+$73.9K)
Filed 2026-10-20
American National Bank of Texas
DECREASED
Shares3,392 from 3,732
Change-340 (-9%)
Value$1.2M (-$162.8K)
Filed 2026-10-07
Valley National Advisers Inc
DECREASED
Shares3,379 from 3,583
Change-204 (-6%)
Value$1.2M (-$114.9K)
Filed 2026-10-23
Shade Tree Advisors LLC
NEW
Shares3,374
Change+3,374
Value$1.1M
Filed 2026-10-22
Dale Q Rice Investment Management Ltd
DECREASED
Shares3,370 from 3,385
Change-15 (0%)
Value$1.1M (-$47.7K)
Filed 2026-10-09
Gerald Baker Financial Group LLC
DECREASED
Shares3,369 from 3,534
Change-165 (-5%)
Value$1.1M (-$100.5K)
Filed 2026-10-09
Foundation Wealth Management, LLC
INCREASED
Shares3,361 from 2,801
Change+560 (+20%)
Value$1.1M (+$155.4K)
Filed 2026-10-22
Midwest Financial Partners Investments, Inc.
DECREASED
Shares3,355 from 3,492
Change-137 (-4%)
Value$1.1M (-$90.6K)
Filed 2026-10-08
waypoint wealth counsel
INCREASED
Shares3,347 from 3,049
Change+298 (+10%)
Value$1.1M (+$63.2K)
Filed 2026-10-22
Emergent Wealth Advisors, LLC
INCREASED
Shares3,346 from 2,695
Change+651 (+24%)
Value$1.1M (+$109.3K)
Filed 2026-10-09
Legacy Financial Strategies, LLC
INCREASED
Shares3,339 from 3,202
Change+137 (+4%)
Value$1.1M (+$6.4K)
Filed 2026-10-15
Foster Group, Inc.
DECREASED
Shares3,339 from 3,372
Change-33 (-1%)
Value$1.1M (-$53.7K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares3,336 from 3,307
Change+29 (+1%)
Value$1.1M (-$31.8K)
Filed 2026-10-15
J.M. Arbour, LLC
INCREASED
Shares3,332 from 3,281
Change+51 (+2%)
Value$1.1M (-$23.9K)
Filed 2026-11-05
Terra Nova Asset Management LLC
DECREASED
Shares3,314 from 3,763
Change-449 (-12%)
Value$1.1M (-$200.4K)
Filed 2026-10-13
Grant Street Asset Management, Inc.
UNCHANGED
Shares3,312 from 3,312
Change0 (0%)
Value$1.1M (-$41.7K)
Filed 2026-10-26
Fischer Financial Services, Inc.
DECREASED
Shares3,310 from 3,379
Change-69 (-2%)
Value$1.1M (-$66.0K)
Filed 2026-10-30
Prentice Wealth Management LLC
UNCHANGED
Shares3,308 from 3,308
Change0 (0%)
Value$1.1M (-$41.6K)
Filed 2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares3,306 from 3,345
Change-39 (-1%)
Value$1.1M (-$55.6K)
Filed 2026-10-29
Boltwood Capital Management
INCREASED
Shares3,305 from 3,145
Change+160 (+5%)
Value$1.1M (+$14.9K)
Filed 2026-10-02
Spinnaker Investment Group, LLC
INCREASED
Shares3,304 from 3,197
Change+107 (+3%)
Value$1.1M (-$3.8K)
Filed 2026-10-13
Altus Wealth Group LLC
DECREASED
Shares3,291 from 3,593
Change-302 (-8%)
Value$1.1M (-$148.3K)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED
Shares3,291 from 3,264
Change+27 (+1%)
Value$1.1M (-$31.9K)
Filed 2026-10-19
City Holding Co
DECREASED
Shares3,288 from 3,399
Change-111 (-3%)
Value$1.1M (-$80.6K)
Filed 2026-10-19
Compass Wealth Management, LLC
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$1.1M (-$41.1K)
Filed 2026-10-30
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares3,279 from 3,278
Change+1 (+0%)
Value$1.1M (-$40.8K)
Filed 2026-11-03
Bank of Stockton
UNCHANGED
Shares3,279 from 3,279
Change0 (0%)
Value$1.1M (-$41.3K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$1.1M (-$41.2K)
Filed 2026-10-14
Seed Wealth Management, Inc.
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$1.1M (-$41.2K)
Filed 2026-10-20
Capital Advantage, Inc.
DECREASED
Shares3,272 from 3,349
Change-77 (-2%)
Value$1.1M (-$68.4K)
Filed 2026-10-14
Wiregrass Investment Management LLC
UNCHANGED
Shares3,264 from 3,264
Change0 (0%)
Value$1.1M (-$41.0K)
Filed 2026-11-05
Keystone Wealth Services, LLC
INCREASED
Shares3,259 from 3,077
Change+182 (+6%)
Value$1.1M (+$12.4K)
Filed 2026-11-03
Integris Wealth Management, LLC
DECREASED
Shares3,251 from 3,596
Change-345 (-10%)
Value$1.1M (-$162.8K)
Filed 2026-10-14
HRC Wealth Management, LLC
DECREASED
Shares3,250 from 3,261
Change-11 (0%)
Value$1.1M (-$45.0K)
Filed 2026-10-16
Clearwater Capital Advisors, LLC
INCREASED
Shares3,236 from 3,009
Change+227 (+8%)
Value$1.1M (+$39.5K)
Filed 2026-11-06
OMC Financial Services LTD
DECREASED
Shares3,234 from 3,432
Change-198 (-6%)
Value$1.1M (-$110.7K)
Filed 2026-10-19
Whitener Capital Management, Inc.
INCREASED
Shares3,225 from 3,182
Change+43 (+1%)
Value$1.1M (-$25.4K)
Filed 2026-10-15
Harmony Asset Management LLC
DECREASED
Shares3,217 from 3,276
Change-59 (-2%)
Value$1.1M (-$61.3K)
Filed 2026-10-20
First National Bank Sioux Falls
UNCHANGED
Shares3,213 from 3,213
Change0 (0%)
Value$1.1M (+$25.6K)
Filed 2026-10-13
Sunburst Financial Group, LLC
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$1.1M (-$40.4K)
Filed 2026-10-09
KFG Wealth Management, LLC
DECREASED
Shares3,198 from 3,577
Change-379 (-11%)
Value$1.1M (-$174.1K)
Filed 2026-10-16
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares3,198 from 3,223
Change-25 (-1%)
Value$1.1M (-$49.1K)
Filed 2026-10-23
Buttonwood Financial Advisors Inc.
DECREASED
Shares3,198 from 3,218
Change-20 (-1%)
Value$1.1M (-$47.3K)
Filed 2026-10-13
Welch Financial Planning, LLC
INCREASED
Shares3,189 from 2,920
Change+269 (+9%)
Value$1.1M (+$54.9K)
Filed 2026-11-06
Richmond Investment Services, LLC
DECREASED
Shares3,187 from 3,217
Change-30 (-1%)
Value$1.1M (-$50.7K)
Filed 2026-10-29
Altura Wealth Advisors Inc.
INCREASED
Shares3,182 from 3,148
Change+34 (+1%)
Value$1.1M (-$28.2K)
Filed 2026-10-22
Parkway Wealth Management Group, LLC
INCREASED
Shares3,182 from 3,181
Change+1 (+0%)
Value$1.1M (-$39.8K)
Filed 2026-10-20
Vista Investment Partners LLC
DECREASED
Shares3,178 from 3,385
Change-207 (-6%)
Value$1.1M (-$113.1K)
Filed 2026-10-08
Discipline Wealth Solutions, LLC
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$1.1M (-$40.0K)
Filed 2026-10-14
RED Lighthouse Investment Management, LLC
DECREASED
Shares3,174 from 3,192
Change-18 (-1%)
Value$1.1M (-$46.3K)
Filed 2026-11-02
Creekside Partners
UNCHANGED
Shares3,158 from 3,158
Change0 (0%)
Value$1.1M (-$39.6K)
Filed 2026-11-04
Williams & Novak Wealth Management, LLC
INCREASED
Shares3,156 from 3,115
Change+41 (+1%)
Value$1.1M (-$25.2K)
Filed 2026-10-09
Mcdaniel Terry & Co
DECREASED
Shares3,156 from 3,157
Change-1 (0%)
Value$1.1M (-$40.1K)
Filed 2026-11-05
Warwick Investment Management, Inc.
DECREASED
Shares3,152 from 3,568
Change-416 (-12%)
Value$1.1M (-$186.7K)
Filed 2026-10-19
TPG Advisors LLC
INCREASED
Shares3,151 from 3,141
Change+10 (+0%)
Value$1.1M (-$36.1K)
Filed 2026-10-16
Investment Research Partners LLC
DECREASED
Shares3,150 from 3,612
Change-462 (-13%)
Value$1.1M (-$202.9K)
Filed 2026-10-19
Connecticut Capital Management Group, LLC
INCREASED
Shares3,149 from 3,111
Change+38 (+1%)
Value$1.1M (-$26.2K)
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares3,141 from 10,856
Change-7,715 (-71%)
Value$1.1M (-$2.8M)
Filed 2026-11-04
Selective Wealth Management, Inc.
INCREASED
Shares3,141 from 2,309
Change+832 (+36%)
Value$1.1M (+$284.1K)
Filed 2026-10-16
Alliance Private Wealth, LLC
DECREASED
Shares3,137 from 3,237
Change-100 (-3%)
Value$1.1M (-$74.8K)
Filed 2026-10-20
Hurley Capital, LLC
INCREASED
Shares3,131 from 3,130
Change+1 (+0%)
Value$1.1M (-$39.0K)
Filed 2026-11-05
Avid Wealth Partners LLC
DECREASED
Shares3,129 from 3,169
Change-40 (-1%)
Value$1.1M (-$53.5K)
Filed 2026-11-03
Genesis Private Wealth, LLC
INCREASED
Shares3,108 from 2,989
Change+119 (+4%)
Value$1.1M (+$2.9K)
Filed 2026-11-02
MRA Advisory Group
DECREASED
Shares3,102 from 6,929
Change-3,827 (-55%)
Value$1.1M (-$1.4M)
Filed 2026-10-07
Hobart Private Capital, LLC
INCREASED
Shares3,101 from 3,085
Change+16 (+1%)
Value$1.1M (-$33.4K)
Filed 2026-10-19
First City Capital Management, Inc.
DECREASED
Shares3,101 from 3,115
Change-14 (0%)
Value$1.1M (-$44.0K)
Filed 2026-10-27
Kagan Cocozza Asset Management
UNCHANGED
Shares3,093 from 3,093
Change0 (0%)
Value$1.1M (-$38.9K)
Filed 2026-10-19
Vigilare Wealth Management
INCREASED
Shares3,089 from 3,085
Change+4 (+0%)
Value$1.1M (-$37.5K)
Filed 2026-10-29
Miller Global Investments, LLC
INCREASED
Shares3,087 from 2,747
Change+340 (+12%)
Value$1.1M (+$81.3K)
Filed 2026-10-02
Beirne Wealth Consulting Services, LLC
DECREASED
Shares3,084 from 3,499
Change-415 (-12%)
Value$1.1M (-$185.3K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,083 from 3,067
Change+16 (+1%)
Value$1.1M (-$33.2K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
INCREASED
Shares3,080 from 3,030
Change+50 (+2%)
Value$1.0M (+$13.5K)
Filed 2026-10-29
Integrity Investment Advisors, LLC
INCREASED
Shares3,076 from 2,845
Change+231 (+8%)
Value$1.0M (+$42.9K)
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
DECREASED
Shares3,071 from 3,073
Change-2 (0%)
Value$1.0M (-$39.4K)
Filed 2026-10-29
Rinkey Investments
INCREASED
Shares3,065 from 2,869
Change+196 (+7%)
Value$1.0M (+$30.8K)
Filed 2026-10-28
Capitol Family Office, Inc.
INCREASED
Shares3,064 from 2,407
Change+657 (+27%)
Value$1.0M (+$193.4K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
DECREASED
Shares3,060 from 4,086
Change-1,026 (-25%)
Value$1.0M (-$401.1K)
Filed 2026-11-04
CWS Financial Advisors, LLC
INCREASED
Shares3,057 from 2,878
Change+179 (+6%)
Value$1.0M (+$24.7K)
Filed 2026-10-16
EPG Wealth Management LLC
UNCHANGED
Shares3,051 from 3,051
Change0 (0%)
Value$1.0M (-$38.1K)
Filed 2026-11-03
Altus Wealth Management, LLC
UNCHANGED
Shares3,047 from 3,047
Change0 (0%)
Value$1.0M (-$38.4K)
Filed 2026-10-13
GFG Capital, LLC
DECREASED
Shares3,044 from 3,373
Change-329 (-10%)
Value$1.0M (-$154.6K)
Filed 2026-10-16
Three Bridge Wealth Advisors, LLC
DECREASED
Shares3,040 from 3,042
Change-2 (0%)
Value$1.0M (-$39.0K)
Filed 2026-11-05
Sanchez Gaunt Capital Management, LLC
NEW
Shares3,039
Change+3,039
Value$1.0M
Filed 2026-11-03
Shearwater Capital LLC
UNCHANGED
Shares3,037 from 3,037
Change0 (0%)
Value$1.0M (-$38.2K)
Filed 2026-10-13
MFA Wealth Advisors, LLC
INCREASED
Shares3,033 from 2,940
Change+93 (+3%)
Value$1.0M (-$5.3K)
Filed 2026-10-07
Cogent Private Wealth, Inc.
INCREASED
Shares3,024 from 3,017
Change+7 (+0%)
Value$1.0M (-$35.6K)
Filed 2026-11-06
Kellett Wealth Advisors, LLC
INCREASED
Shares3,020 from 2,920
Change+100 (+3%)
Value$1.0M (-$2.7K)
Filed 2026-10-15
TruNorth Capital Management, LLC
INCREASED
Shares3,016 from 2,286
Change+730 (+32%)
Value$1.0M (+$220.0K)
Filed 2026-10-14
Wagner Wealth Management, Corp
INCREASED
Shares3,015 from 2,804
Change+211 (+8%)
Value$1.0M (+$36.6K)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
INCREASED
Shares3,012 from 3,005
Change+7 (+0%)
Value$1.0M (-$35.2K)
Filed 2026-10-19
Studio Investment Management LLC
DECREASED
Shares3,011 from 3,407
Change-396 (-12%)
Value$1.0M (-$177.8K)
Filed 2026-10-22
Peak Financial Management, Inc.
DECREASED
Shares3,009 from 3,029
Change-20 (-1%)
Value$1.0M (-$45.0K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
DECREASED
Shares3,004 from 3,177
Change-173 (-5%)
Value$1.0M (-$99.0K)
Filed 2026-10-30
Barings LLC
INCREASED
Shares2,984 from 2,547
Change+437 (+17%)
Value$1.0M (+$116.8K)
Filed 2026-10-22
Paulson Wealth Management Inc.
UNCHANGED
Shares2,978 from 2,978
Change0 (0%)
Value$1.0M (-$37.5K)
Filed 2026-11-02
DBK Financial Counsel, LLC
UNCHANGED
Shares2,970 from 2,970
Change0 (0%)
Value$1.0M (-$37.4K)
Filed 2026-10-13
Guardian Wealth Management, Inc.
INCREASED
Shares2,969 from 897
Change+2,072 (+231%)
Value$1.0M (+$694.5K)
Filed 2026-10-30
First United Bank & Trust
DECREASED
Shares2,963 from 3,113
Change-150 (-5%)
Value$1.0M (-$90.3K)
Filed 2026-10-22
VAN Strum & Towne Inc.
UNCHANGED
Shares2,958 from 2,958
Change0 (0%)
Value$1.0M (-$37.2K)
Filed 2026-11-06
Powell Investment Advisors, LLC
INCREASED
Shares2,957 from 2,907
Change+50 (+2%)
Value$1.0M (-$19.7K)
Filed 2026-10-22
Reap Financial Group, LLC
DECREASED
Shares2,935 from 3,065
Change-130 (-4%)
Value$1,000.0K (-$83.2K)
Filed 2026-11-02
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$998.4K (-$36.9K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares2,924 from 2,842
Change+82 (+3%)
Value$996.3K (-$7.9K)
Filed 2026-10-06
Oak Harvest Investment Services
INCREASED
Shares2,913 from 2,194
Change+719 (+33%)
Value$992.7K (+$217.4K)
Filed 2026-10-20
Berkshire Money Management, Inc.
NEW
Shares2,910
Change+2,910
Value$991.6K
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$991.7K (-$36.5K)
Filed 2026-10-13
GoalFusion Wealth Management, LLC
INCREASED
Shares2,890 from 2,073
Change+817 (+39%)
Value$984.8K (+$252.3K)
Filed 2026-10-06
Holcombe Financial, Inc.
UNCHANGED
Shares2,882 from 2,882
Change0 (0%)
Value$982.0K (-$36.3K)
Filed 2026-10-16
Tenzing Financial LLC
DECREASED
Shares2,881 from 2,886
Change-5 (0%)
Value$980.1K (-$73.1K)
Filed 2026-11-03
Northern Financial Advisors Inc
INCREASED
Shares2,880 from 1,889
Change+991 (+52%)
Value$981.3K (+$313.9K)
Filed 2026-10-29
Acima Private Wealth, LLC
UNCHANGED
Shares2,873 from 2,873
Change0 (0%)
Value$978.9K (-$36.2K)
Filed 2026-10-05
Hilton Head Capital Partners, LLC
DECREASED
Shares2,869 from 3,045
Change-176 (-6%)
Value$977.6K (-$98.2K)
Filed 2026-10-23
Aviso Wealth Management
DECREASED
Shares2,859 from 3,368
Change-509 (-15%)
Value$974.2K (-$215.8K)
Filed 2026-11-04
Saratoga Research & Investment Management
INCREASED
Shares2,846 from 2,829
Change+17 (+1%)
Value$969.7K (-$29.8K)
Filed 2026-10-16
Investment Management Corp
INCREASED
Shares2,844 from 2,685
Change+159 (+6%)
Value$969.0K (+$20.5K)
Filed 2026-11-03
Center For Asset Management LLC
INCREASED
Shares2,840 from 1,982
Change+858 (+43%)
Value$967.7K (+$267.4K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares2,836 from 2,853
Change-17 (-1%)
Value$966.3K (-$41.7K)
Filed 2026-10-27
Tarbox Family Office, Inc.
INCREASED
Shares2,833 from 1,013
Change+1,820 (+180%)
Value$965.3K (+$607.4K)
Filed 2026-10-23
WestHill Financial Advisors, Inc.
DECREASED
Shares2,833 from 2,853
Change-20 (-1%)
Value$965.3K (-$42.7K)
Filed 2026-10-14
ACT Advisors, Llc.
INCREASED
Shares2,831 from 2,491
Change+340 (+14%)
Value$964.5K (+$84.2K)
Filed 2026-10-15
Synergy Asset Management, LLC
INCREASED
Shares2,829 from 2,449
Change+380 (+16%)
Value$964.0K (+$98.6K)
Filed 2026-11-05
TCP Asset Management, LLC
INCREASED
Shares2,824 from 2,620
Change+204 (+8%)
Value$961.3K (+$35.6K)
Filed 2026-10-14
Wealth Advisory Solutions, LLC
UNCHANGED
Shares2,822 from 2,822
Change0 (0%)
Value$961.6K (-$35.5K)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares2,818 from 4,349
Change-1,531 (-35%)
Value$960.3K (-$576.1K)
Filed 2026-10-26
Lpwm LLC
DECREASED
Shares2,810 from 2,877
Change-67 (-2%)
Value$957.3K (-$59.0K)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$955.4K (-$35.3K)
Filed 2026-11-03
Cherokee Insurance Co
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$954.1K (-$35.3K)
Filed 2026-11-05
Lionshead Wealth Management, LLC
UNCHANGED
Shares2,793 from 2,793
Change0 (0%)
Value$951.7K (-$35.2K)
Filed 2026-10-21
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares2,791 from 2,766
Change+25 (+1%)
Value$950.9K (-$26.5K)
Filed 2026-10-27
OFS Enterprise LLC
INCREASED
Shares2,787 from 2,786
Change+1 (+0%)
Value$949.5K (-$35.0K)
Filed 2026-10-16
Cooper S Advisors, LLC
DECREASED
Shares2,784 from 2,818
Change-34 (-1%)
Value$948.6K (-$47.1K)
Filed 2026-11-03
Sensible Money, LLC
DECREASED
Shares2,783 from 2,935
Change-152 (-5%)
Value$948.1K (-$88.7K)
Filed 2026-10-20
Sylvest Advisors, LLC
UNCHANGED
Shares2,779 from 2,779
Change0 (0%)
Value$946.9K (-$35.0K)
Filed 2026-10-26
CPA Asset Management Group, LLC
UNCHANGED
Shares2,776 from 2,776
Change0 (0%)
Value$945.9K (-$35.0K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$945.5K (-$34.9K)
Filed 2026-10-21
BNC Wealth Management, LLC
UNCHANGED
Shares2,772 from 2,772
Change0 (0%)
Value$944.5K (-$34.9K)
Filed 2026-10-19
Innova Wealth Partners
INCREASED
Shares2,771 from 2,709
Change+62 (+2%)
Value$944.1K (-$13.0K)
Filed 2026-10-21
Capstone Wealth Management, LLC
DECREASED
Shares2,765 from 3,580
Change-815 (-23%)
Value$942.2K (-$322.7K)
Filed 2026-11-02
LFG Wealth Partners, LLC
INCREASED
Shares2,760 from 2,428
Change+332 (+14%)
Value$940.6K (+$82.7K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares2,758 from 2,604
Change+154 (+6%)
Value$778.6K (-$141.4K)
Filed 2026-10-30
Cambridge Advisors Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$937.0K (-$34.6K)
Filed 2026-10-19
G&S Capital LLC
INCREASED
Shares2,748 from 2,706
Change+42 (+2%)
Value$936.2K (-$19.7K)
Filed 2026-10-23
NewSquare Capital LLC
INCREASED
Shares2,747 from 2,466
Change+281 (+11%)
Value$936.0K (+$64.7K)
Filed 2026-11-06
Partners in Financial Planning
UNCHANGED
Shares2,736 from 2,736
Change0 (0%)
Value$932.4K (-$34.3K)
Filed 2026-11-06
Austin Asset Management Co Inc
DECREASED
Shares2,728 from 5,978
Change-3,250 (-54%)
Value$929.4K (-$1.2M)
Filed 2026-10-29
Redw Wealth LLC
INCREASED
Shares2,728 from 2,725
Change+3 (+0%)
Value$929.7K (-$33.3K)
Filed 2026-11-02
Sage Financial Management Group, Inc.
DECREASED
Shares2,727 from 2,962
Change-235 (-8%)
Value$929.0K (-$117.5K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
INCREASED
Shares2,714 from 2,533
Change+181 (+7%)
Value$924.8K (+$29.8K)
Filed 2026-10-09
Livet Wealth, LLC
DECREASED
Shares2,714 from 2,736
Change-22 (-1%)
Value$924.8K (-$41.9K)
Filed 2026-10-27
Echo45 Advisors LLC
INCREASED
Shares2,713 from 1,535
Change+1,178 (+77%)
Value$924.5K (+$382.2K)
Filed 2026-10-07
Flagstone Financial Management
DECREASED
Shares2,711 from 2,752
Change-41 (-1%)
Value$923.6K (-$48.6K)
Filed 2026-11-05
Security Financial Services, Inc.
INCREASED
Shares2,702 from 2,693
Change+9 (+0%)
Value$920.7K (-$30.8K)
Filed 2026-10-29
Praxis Capital Management LLC
INCREASED
Shares2,701 from 2,700
Change+1 (+0%)
Value$920.3K (-$33.7K)
Filed 2026-10-16
Private Wealth Group, LLC
DECREASED
Shares2,692 from 3,192
Change-500 (-16%)
Value$917.1K (-$210.6K)
Filed 2026-10-19
Arbor Wealth Advisors LLC
UNCHANGED
Shares2,690 from 2,690
Change0 (0%)
Value$916.6K (-$33.9K)
Filed 2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$915.6K (-$33.8K)
Filed 2026-11-02
New Wave Wealth Advisors LLC
INCREASED
Shares2,676 from 1,906
Change+770 (+40%)
Value$935.2K (+$261.7K)
Filed 2026-10-19
Lederer & Associates Investment Counsel
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$908.0K (-$34.0K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares2,656 from 2,156
Change+500 (+23%)
Value$905.0K (+$143.2K)
Filed 2026-11-02
Investors Research Corp
DECREASED
Shares2,653 from 2,841
Change-188 (-7%)
Value$904.0K (-$99.8K)
Filed 2026-10-07
Well Done, LLC
INCREASED
Shares2,652 from 2,412
Change+240 (+10%)
Value$903.6K (+$51.4K)
Filed 2026-10-20
Financial Planning Navigators Corp
INCREASED
Shares2,651 from 2,573
Change+78 (+3%)
Value$903.4K (-$5.8K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares2,649
Change+2,649
Value$902.6K
Filed 2026-10-21
Thoma Capital Management LLC
DECREASED
Shares2,644 from 2,766
Change-122 (-4%)
Value$901.1K (-$76.2K)
Filed 2026-10-19
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares2,643 from 2,746
Change-103 (-4%)
Value$900.5K (-$69.6K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares2,643 from 2,560
Change+83 (+3%)
Value$900.4K (-$4.2K)
Filed 2026-10-14
Miller Financial Services LLC
INCREASED
Shares2,642 from 2,624
Change+18 (+1%)
Value$900.2K (-$26.9K)
Filed 2026-10-20
Macroview Investment Management LLC
INCREASED
Shares2,635 from 2,527
Change+108 (+4%)
Value$897.8K (+$4.8K)
Filed 2026-10-26
CGN Advisors LLC
DECREASED
Shares2,633 from 4,303
Change-1,670 (-39%)
Value$897.1K (-$623.3K)
Filed 2026-10-21
Auctus Advisors LLC
DECREASED
Shares2,632 from 2,953
Change-321 (-11%)
Value$896.8K (-$146.6K)
Filed 2026-10-23
Hager Investment Management Services, LLC
DECREASED
Shares2,631 from 2,659
Change-28 (-1%)
Value$896.5K (-$43.0K)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
INCREASED
Shares2,626 from 1,559
Change+1,067 (+68%)
Value$894.8K (+$343.9K)
Filed 2026-10-19
Thayer Partners, LLC / MA
INCREASED
Shares2,626 from 2,616
Change+10 (+0%)
Value$894.7K (-$29.6K)
Filed 2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares2,624 from 2,649
Change-25 (-1%)
Value$894.2K (-$41.8K)
Filed 2026-10-08
RW Investment Management LLC
INCREASED
Shares2,621 from 2,531
Change+90 (+4%)
Value$893.1K (-$1.2K)
Filed 2026-11-03
Smart Wealth LLC
DECREASED
Shares2,608 from 4,592
Change-1,984 (-43%)
Value$888.6K (-$733.9K)
Filed 2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED
Shares2,606 from 2,197
Change+409 (+19%)
Value$888.0K (+$111.7K)
Filed 2026-10-26
Baker Boyer National Bank
DECREASED
Shares2,602 from 2,978
Change-376 (-13%)
Value$886.6K (-$165.6K)
Filed 2026-11-05
Kuhn & Co Investment Counsel
INCREASED
Shares2,598 from 2,525
Change+73 (+3%)
Value$885.2K (-$6.9K)
Filed 2026-10-29
Aventus Investment Advisors, Inc.
INCREASED
Shares2,596 from 2,536
Change+60 (+2%)
Value$884.6K (-$11.5K)
Filed 2026-10-09
Krane Financial Solutions LLC
INCREASED
Shares2,594 from 2,588
Change+6 (+0%)
Value$883.8K (-$30.4K)
Filed 2026-10-30
Camden National Bank
DECREASED
Shares2,587 from 2,633
Change-46 (-2%)
Value$881.5K (-$48.8K)
Filed 2026-11-02
R Squared Ltd
INCREASED
Shares2,585 from 1,812
Change+773 (+43%)
Value$880.8K (+$240.6K)
Filed 2026-11-06
Advisor Resource Council
DECREASED
Shares2,581 from 2,688
Change-107 (-4%)
Value$887.4K (-$92.3K)
Filed 2026-11-05
Union Savings Bank
UNCHANGED
Shares2,581 from 2,581
Change0 (0%)
Value$879.4K (-$32.5K)
Filed 2026-10-14
Collective Family Office LLC
DECREASED
Shares2,572 from 2,670
Change-98 (-4%)
Value$876.5K (-$67.0K)
Filed 2026-10-05
McGuire Investment Group, LLC
INCREASED
Shares2,570 from 2,065
Change+505 (+24%)
Value$875.7K (+$146.1K)
Filed 2026-10-23
Quantum Financial Partners LLC
INCREASED
Shares2,569 from 2,524
Change+45 (+2%)
Value$875.2K (-$16.4K)
Filed 2026-10-19
Isthmus Partners, LLC
INCREASED
Shares2,561 from 2,529
Change+32 (+1%)
Value$872.5K (-$20.9K)
Filed 2026-10-21
William B. Walkup & Associates, Inc.
INCREASED
Shares2,555 from 1,549
Change+1,006 (+65%)
Value$870.6K (+$323.3K)
Filed 2026-11-05
Mullooly Asset Management, Inc.
DECREASED
Shares2,550 from 2,664
Change-114 (-4%)
Value$868.9K (-$72.4K)
Filed 2026-10-30
Define Financial, LLC
INCREASED
Shares2,533 from 2,412
Change+121 (+5%)
Value$863.2K (+$11.1K)
Filed 2026-10-14
WMS Group LLC
INCREASED
Shares2,530 from 2,480
Change+50 (+2%)
Value$862.1K (-$14.2K)
Filed 2026-11-06
Cohen Investment Advisors LLC
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$862.1K (-$31.9K)
Filed 2026-10-20
Auour Investments LLC
UNCHANGED
Shares2,528 from 2,528
Change0 (0%)
Value$861.4K (-$31.8K)
Filed 2026-10-28
Strong Tower Advisory Services
DECREASED
Shares2,514 from 2,606
Change-92 (-4%)
Value$856.6K (-$64.2K)
Filed 2026-10-13
Wespac Advisors, LLC
DECREASED
Shares2,513 from 4,575
Change-2,062 (-45%)
Value$856.3K (-$760.2K)
Filed 2026-10-26
Winthrop Capital Management, LLC
DECREASED
Shares2,511 from 2,541
Change-30 (-1%)
Value$855.6K (-$42.4K)
Filed 2026-11-05
Montgomery Financial Services LLC
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$855.6K (-$31.6K)
Filed 2026-11-03
Transmarket Holdings LP
NEW
Shares2,510
Change+2,510
Value$855.3K
Filed 2026-10-27
Rainier Family Wealth Inc
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$854.9K (-$31.6K)
Filed 2026-11-02
ShoreHaven Wealth Partners, LLC
INCREASED
Shares2,506 from 2,376
Change+130 (+5%)
Value$853.9K (+$14.3K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
INCREASED
Shares2,504 from 1,515
Change+989 (+65%)
Value$853.4K (+$328.9K)
Filed 2026-11-02
Somerset Trust Co
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$851.9K (-$31.5K)
Filed 2026-10-13
Summit Securities Group LLC
DECREASED
Shares2,499 from 50,000
Change-47,501 (-95%)
Value$851.5K (-$16.8M)
Filed 2026-11-05
Wiser Wealth Management, Inc
INCREASED
Shares2,496 from 2,402
Change+94 (+4%)
Value$850.6K (+$1.8K)
Filed 2026-10-14
Melfa Wealth Management, Inc.
INCREASED
Shares2,491 from 1,991
Change+500 (+25%)
Value$848.9K (+$145.3K)
Filed 2026-11-06
Thrive Capital Management, LLC
INCREASED
Shares2,487 from 2,312
Change+175 (+8%)
Value$847.5K (+$30.5K)
Filed 2026-10-28
Inlight Wealth Management, LLC
INCREASED
Shares2,486 from 1,606
Change+880 (+55%)
Value$847.0K (+$279.4K)
Filed 2026-10-21
Headland Capital, LLC
INCREASED
Shares2,486 from 2,388
Change+98 (+4%)
Value$846.9K (+$3.0K)
Filed 2026-11-06
Eclectic Associates Inc
INCREASED
Shares2,483 from 2,415
Change+68 (+3%)
Value$846.0K (-$7.4K)
Filed 2026-10-09
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares2,482 from 2,046
Change+436 (+21%)
Value$845.8K (+$122.8K)
Filed 2026-10-21
Ebert Capital Management Inc.
UNCHANGED
Shares2,482 from 2,482
Change0 (0%)
Value$845.6K (-$31.2K)
Filed 2026-10-08
Bochk Asset Management Ltd
INCREASED
Shares2,470 from 1,102
Change+1,368 (+124%)
Value$841.6K (+$452.3K)
Filed 2026-10-29
Defender Capital, Llc.
DECREASED
Shares2,460 from 2,810
Change-350 (-12%)
Value$838.2K (-$154.6K)
Filed 2026-10-01
William Mack & Associates, Inc.
DECREASED
Shares2,459 from 2,565
Change-106 (-4%)
Value$838.0K (-$68.4K)
Filed 2026-10-27
Integrated Capital Management, LLC
DECREASED
Shares2,457 from 2,547
Change-90 (-4%)
Value$837.4K (-$62.6K)
Filed 2026-10-23
PVG Asset Management Corp
DECREASED
Shares2,443 from 7,498
Change-5,055 (-67%)
Value$832.4K (-$1.8M)
Filed 2026-10-19
21 West Wealth Management LLC
DECREASED
Shares2,434 from 2,519
Change-85 (-3%)
Value$829.4K (-$60.7K)
Filed 2026-10-13
One Plus One Wealth Management, LLC
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$826.7K (-$30.3K)
Filed 2026-10-16
Dixon Fnancial Services, Inc.
INCREASED
Shares2,420 from 2,386
Change+34 (+1%)
Value$824.5K (-$18.4K)
Filed 2026-10-23
Harold Davidson & Associates Inc.
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$823.0K (-$30.4K)
Filed 2026-10-29
Avail Investment Partners, LLC
DECREASED
Shares2,413 from 2,875
Change-462 (-16%)
Value$822.3K (-$193.6K)
Filed 2026-10-16
Meridian Financial Advisors, LLC
UNCHANGED
Shares2,405 from 2,405
Change0 (0%)
Value$819.5K (-$30.3K)
Filed 2026-10-14
Family Legacy Financial Solutions, LLC
INCREASED
Shares2,400 from 2,183
Change+217 (+10%)
Value$817.7K (+$46.3K)
Filed 2026-10-07
Ceera Investments, LLC
DECREASED
Shares2,400 from 2,431
Change-31 (-1%)
Value$817.8K (-$41.2K)
Filed 2026-11-02
CapWealth Advisors, LLC
DECREASED
Shares2,397 from 2,555
Change-158 (-6%)
Value$816.9K (-$85.8K)
Filed 2026-10-05
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares2,392 from 1,816
Change+576 (+32%)
Value$815.0K (+$293.9K)
Filed 2026-10-14
Castleview Partners, LLC
DECREASED
Shares2,389 from 4,022
Change-1,633 (-41%)
Value$814.0K (-$607.1K)
Filed 2026-10-09
Horst & Graben Wealth Management LLC
UNCHANGED
Shares2,389 from 2,389
Change0 (0%)
Value$814.2K (-$40.7K)
Filed 2026-11-02
Villere ST Denis J & Co LLC
UNCHANGED
Shares2,376 from 2,376
Change0 (0%)
Value$809.6K (-$29.9K)
Filed 2026-11-04
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares2,375 from 2,373
Change+2 (+0%)
Value$809.3K (-$29.2K)
Filed 2026-10-13
Henderson Brothers Financial Partners, LLC
DECREASED
Shares2,369 from 2,370
Change-1 (0%)
Value$807.3K (-$30.2K)
Filed 2026-11-03
NovaPoint Capital, LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$805.7K (-$29.8K)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares2,351 from 2,280
Change+71 (+3%)
Value$801.3K (-$4.4K)
Filed 2026-11-05
Smith & Howard Wealth Management, LLC
INCREASED
Shares2,345 from 2,175
Change+170 (+8%)
Value$799.2K (+$30.7K)
Filed 2026-10-27
Sierra Ocean, LLC
INCREASED
Shares2,344 from 2,319
Change+25 (+1%)
Value$798.7K (-$20.7K)
Filed 2026-11-03
Atlatl Advisers LLC
DECREASED
Shares2,343 from 2,762
Change-419 (-15%)
Value$798.4K (-$177.5K)
Filed 2026-10-22
Flossbach VON Storch SE
UNCHANGED
Shares2,338 from 2,338
Change0 (0%)
Value$796.7K (-$29.4K)
Filed 2026-10-28
Fjell Capital, LLC
INCREASED
Shares2,336 from 2,133
Change+203 (+10%)
Value$796.0K (+$42.4K)
Filed 2026-10-13
Nicholas Wealth, Llc.
DECREASED
Shares2,321 from 2,350
Change-29 (-1%)
Value$791.0K (-$39.3K)
Filed 2026-10-26
Code Waechter LLC
DECREASED
Shares2,314 from 2,321
Change-7 (0%)
Value$788.4K (-$31.7K)
Filed 2026-10-23
Blue Square Asset Management, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$783.7K (-$29.0K)
Filed 2026-11-02
Mattern Wealth Management LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$783.7K (-$29.0K)
Filed 2026-11-04
Quattro Financial Advisors LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$783.7K (-$29.0K)
Filed 2026-10-15
Letson Investment Management, Inc.
UNCHANGED
Shares2,295 from 2,295
Change0 (0%)
Value$782.1K (-$28.7K)
Filed 2026-11-05
Prospect Financial Group LLC
DECREASED
Shares2,292 from 3,158
Change-866 (-27%)
Value$781.0K (-$334.9K)
Filed 2026-11-05
Evansbrook LLC
INCREASED
Shares2,289 from 2,118
Change+171 (+8%)
Value$780.0K (+$31.6K)
Filed 2026-10-16
Fidelity D & D Bancorp Inc
DECREASED
Shares2,285 from 2,305
Change-20 (-1%)
Value$778.6K (-$35.8K)
Filed 2026-11-05
Dynamic Financial Group
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$778.6K (-$28.8K)
Filed 2026-10-28
McCarley & Cook Financial Planners
INCREASED
Shares2,279 from 2,155
Change+124 (+6%)
Value$776.6K (+$15.3K)
Filed 2026-10-21
Tiller Private Wealth, Inc.
INCREASED
Shares2,279 from 2,191
Change+88 (+4%)
Value$776.5K (+$2.4K)
Filed 2026-10-26
Verity Asset Management, Inc.
DECREASED
Shares2,276 from 2,415
Change-139 (-6%)
Value$775.6K (-$77.6K)
Filed 2026-10-30
Navigoe, LLC
INCREASED
Shares2,270 from 2,179
Change+91 (+4%)
Value$773.0K (+$4.0K)
Filed 2026-11-04
Lakeside Advisors, Inc.
INCREASED
Shares2,267 from 1,934
Change+333 (+17%)
Value$772.5K (+$89.1K)
Filed 2026-10-20
First Citizens Financial Corp
DECREASED
Shares2,267 from 2,270
Change-3 (0%)
Value$772.5K (-$29.6K)
Filed 2026-10-02
TKG Advisors, LLC
DECREASED
Shares2,265 from 2,372
Change-107 (-5%)
Value$771.7K (-$66.3K)
Filed 2026-11-02
Park Capital Management, LLC / WI
DECREASED
Shares2,265 from 2,272
Change-7 (0%)
Value$771.7K (-$31.0K)
Filed 2026-10-13
Leslie Global Wealth, LLC
DECREASED
Shares2,260 from 2,350
Change-90 (-4%)
Value$770.1K (-$60.3K)
Filed 2026-10-26
10Elms LLP
INCREASED
Shares2,259 from 2,240
Change+19 (+1%)
Value$769.7K (-$21.7K)
Filed 2026-11-06
Bingham Private Wealth, LLC
DECREASED
Shares2,254 from 2,989
Change-735 (-25%)
Value$768.1K (-$288.0K)
Filed 2026-11-05
Avaii Wealth Management, LLC
DECREASED
Shares2,252 from 2,557
Change-305 (-12%)
Value$766.5K (-$137.0K)
Filed 2026-10-09
GPM Growth Investors, Inc.
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$765.0K (-$28.3K)
Filed 2026-10-30
Juncture Wealth Strategies, LLC
INCREASED
Shares2,243 from 2,174
Change+69 (+3%)
Value$764.3K (-$3.8K)
Filed 2026-10-06
1834 Investment Advisors Co
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$763.3K (-$28.2K)
Filed 2026-10-16
Diversified Management Inc
INCREASED
Shares2,236 from 1,494
Change+742 (+50%)
Value$761.8K (+$234.1K)
Filed 2026-10-08
Tillman Hartley LLC
UNCHANGED
Shares2,234 from 2,234
Change0 (0%)
Value$761.2K (-$28.1K)
Filed 2026-11-06
Wealthcare Capital Partners, LLC
INCREASED
Shares2,231 from 2,178
Change+53 (+2%)
Value$760.1K (-$9.3K)
Filed 2026-10-21
Rydar Equities, Inc.
INCREASED
Shares2,225 from 2,224
Change+1 (+0%)
Value$772.8K (-$17.6K)
Filed 2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED
Shares2,224 from 2,223
Change+1 (+0%)
Value$757.9K (-$27.5K)
Filed 2026-10-08
RM Financial Services, LLC
INCREASED
Shares2,223 from 2,210
Change+13 (+1%)
Value$757.5K (-$23.4K)
Filed 2026-11-03
Clarity Capital Advisors, LLC
UNCHANGED
Shares2,218 from 2,218
Change0 (0%)
Value$755.9K (-$27.9K)
Filed 2026-10-27
My Personal CFO, LLC
NEW
Shares2,217
Change+2,217
Value$755.4K
Filed 2026-10-14
Riverwater Partners LLC
DECREASED
Shares2,216 from 2,260
Change-44 (-2%)
Value$755.1K (-$43.4K)
Filed 2026-11-03
GenWealth Group, Inc.
DECREASED
Shares2,214 from 2,310
Change-96 (-4%)
Value$754.4K (-$61.8K)
Filed 2026-10-16
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$752.7K (-$27.8K)
Filed 2026-10-27
Taylor Financial Group, Inc.
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$752.7K (-$27.8K)
Filed 2026-11-02
Landmark Wealth Management, LLC
UNCHANGED
Shares2,203 from 2,203
Change0 (0%)
Value$750.5K (-$27.7K)
Filed 2026-11-03
Piedmont Capital Management, LLC
UNCHANGED
Shares2,202 from 2,202
Change0 (0%)
Value$750.3K (-$27.7K)
Filed 2026-10-21
Cypress Financial Planning LLC
INCREASED
Shares2,198 from 2,169
Change+29 (+1%)
Value$749.0K (-$17.4K)
Filed 2026-10-09
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,196 from 2,541
Change-345 (-14%)
Value$748.4K (-$149.3K)
Filed 2026-10-15
Prosperity Advisers, LLC
INCREASED
Shares2,196 from 2,192
Change+4 (+0%)
Value$748.4K (-$26.0K)
Filed 2026-10-28
Cdkv Holdings LLC
DECREASED
Shares2,190 from 2,202
Change-12 (-1%)
Value$746.2K (-$31.7K)
Filed 2026-10-28
Columbia Bank
UNCHANGED
Shares2,189 from 2,189
Change0 (0%)
Value$745.9K (-$27.6K)
Filed 2026-10-29
Capital Square, LLC
DECREASED
Shares2,187 from 2,433
Change-246 (-10%)
Value$745.5K (-$118.5K)
Filed 2026-10-19
Thor Trading Advisors, LLC
INCREASED
Shares2,187 from 2,170
Change+17 (+1%)
Value$745.2K (-$21.5K)
Filed 2026-11-05
Investors Asset Management of Georgia Inc
DECREASED
Shares2,185 from 2,340
Change-155 (-7%)
Value$744.6K (-$82.3K)
Filed 2026-10-20
ASL Financial, LLC
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$744.1K (-$27.4K)
Filed 2026-10-15
Objective Capital Management, LLC
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$744.3K (-$27.4K)
Filed 2026-10-13
Uncommon Cents Investing Inc
INCREASED
Shares2,167 from 1,820
Change+347 (+19%)
Value$738.4K (+$95.3K)
Filed 2026-10-20
Gerber, LLC
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$737.6K (-$27.3K)
Filed 2026-10-21
Advisortrust Partners, LLC
DECREASED
Shares2,164 from 2,165
Change-1 (0%)
Value$737.4K (-$27.6K)
Filed 2026-11-02
Madison Park Capital Advisors, LLC
DECREASED
Shares2,150 from 11,635
Change-9,485 (-82%)
Value$732.4K (-$150.4K)
Filed 2026-10-28
Allied Investment Advisors, LLC
DECREASED
Shares2,150 from 2,430
Change-280 (-12%)
Value$732.6K (-$126.0K)
Filed 2026-10-13
Vann Equity Management LLC
INCREASED
Shares2,150 from 2,093
Change+57 (+3%)
Value$732.6K (-$6.8K)
Filed 2026-10-08
Monte Financial Group, LLC
UNCHANGED
Shares2,149 from 2,149
Change0 (0%)
Value$732.3K (-$34.2K)
Filed 2026-11-02
HBE Wealth Management, LLC
INCREASED
Shares2,148 from 2,071
Change+77 (+4%)
Value$731.9K (+$164)
Filed 2026-11-06
HMV Wealth Advisors, LLC
INCREASED
Shares2,144 from 1,269
Change+875 (+69%)
Value$730.5K (+$282.2K)
Filed 2026-10-27
Fortem Financial Group, LLC
INCREASED
Shares2,141 from 2,112
Change+29 (+1%)
Value$729.5K (-$16.5K)
Filed 2026-10-20
Conestoga Capital Advisors, LLC
DECREASED
Shares2,140 from 2,150
Change-10 (0%)
Value$729.2K (-$30.5K)
Filed 2026-11-02
Kaydan Wealth Management, Inc.
DECREASED
Shares2,138 from 2,461
Change-323 (-13%)
Value$728.5K (-$141.0K)
Filed 2026-10-08
AWM Capital, LLC
DECREASED
Shares2,137 from 2,144
Change-7 (0%)
Value$728.4K (-$29.3K)
Filed 2026-10-16
GreatBanc Trust Co
DECREASED
Shares2,134 from 2,163
Change-29 (-1%)
Value$727.1K (-$37.1K)
Filed 2026-11-04
Kondo Wealth Advisors, Inc.
DECREASED
Shares2,131 from 2,184
Change-53 (-2%)
Value$726.1K (-$45.6K)
Filed 2026-10-19
River Street Advisors LLC
UNCHANGED
Shares2,131 from 2,131
Change0 (0%)
Value$726.1K (-$26.8K)
Filed 2026-10-22
TTP Investments, Inc.
INCREASED
Shares2,129 from 2,128
Change+1 (+0%)
Value$725.5K (-$26.5K)
Filed 2026-10-30
Phoenix Wealth Advisors
INCREASED
Shares2,125 from 1,460
Change+665 (+46%)
Value$724.1K (+$208.2K)
Filed 2026-11-03
Mcdonald Capital Investors Inc
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$724.1K (-$26.8K)
Filed 2026-10-27
Human Investing LLC
INCREASED
Shares2,111 from 2,098
Change+13 (+1%)
Value$719.3K (-$22.0K)
Filed 2026-10-19
Appalachian Capital Management Ltd
INCREASED
Shares2,110 from 1,960
Change+150 (+8%)
Value$719.0K (+$26.4K)
Filed 2026-10-14
Opus Financial Solutions LLC
DECREASED
Shares2,109 from 2,520
Change-411 (-16%)
Value$718.6K (-$171.8K)
Filed 2026-11-06
Aerodigm Wealth, LLC
INCREASED
Shares2,109 from 2,086
Change+23 (+1%)
Value$718.7K (-$18.4K)
Filed 2026-10-16
Sherman Wealth Management LLC
INCREASED
Shares2,107 from 2,106
Change+1 (+0%)
Value$718.1K (-$26.1K)
Filed 2026-10-16
Financial Symmetry Inc
INCREASED
Shares2,105 from 2,075
Change+30 (+1%)
Value$717.4K (-$15.8K)
Filed 2026-10-06
Transcendent Capital Group LLC
INCREASED
Shares2,100 from 1,920
Change+180 (+9%)
Value$715.6K (+$37.2K)
Filed 2026-10-28
Sara-Bay Financial
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$715.6K (-$26.4K)
Filed 2026-10-21
Svrn Asset Management, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$715.6K (-$26.4K)
Filed 2026-11-02
5th Street Advisors, LLC
DECREASED
Shares2,099 from 2,160
Change-61 (-3%)
Value$715.2K (-$48.0K)
Filed 2026-11-04
Family Investment Center, Inc.
DECREASED
Shares2,098 from 2,281
Change-183 (-8%)
Value$714.8K (-$91.1K)
Filed 2026-10-19
Avondale Wealth Management
UNCHANGED
Shares2,097 from 2,097
Change0 (0%)
Value$714.5K (-$26.4K)
Filed 2026-10-15
IVC Wealth Advisors LLC
INCREASED
Shares2,093 from 1,975
Change+118 (+6%)
Value$713.2K (+$15.3K)
Filed 2026-10-23
Bay Capital Advisors, LLC
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$712.1K (-$26.3K)
Filed 2026-10-16
Clark Financial Services Group Inc
INCREASED
Shares2,086 from 2,055
Change+31 (+2%)
Value$710.8K (-$15.3K)
Filed 2026-10-19
Foundry Financial LLC
INCREASED
Shares2,084 from 1,996
Change+88 (+4%)
Value$710.2K (+$4.8K)
Filed 2026-10-16
MKT Advisors LLC
DECREASED
Shares2,083 from 3,323
Change-1,240 (-37%)
Value$718.4K (-$490.0K)
Filed 2026-10-20
Share Andrew L.
NEW
Shares2,081
Change+2,081
Value$709.1K
Filed 2026-11-06
Cornerstone Planning, LLC
UNCHANGED
Shares2,081 from 2,081
Change0 (0%)
Value$734.5K (-$911)
Filed 2026-10-27
Renasant Bank
DECREASED
Shares2,076 from 2,549
Change-473 (-19%)
Value$707.4K (-$193.3K)
Filed 2026-11-05
Wincap Financial LLC
DECREASED
Shares2,075 from 2,157
Change-82 (-4%)
Value$707.0K (-$55.0K)
Filed 2026-10-20
LightSquare Wealth Management, LLC
INCREASED
Shares2,072 from 2,036
Change+36 (+2%)
Value$706.0K (-$13.4K)
Filed 2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$705.3K (-$26.1K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
DECREASED
Shares2,069 from 2,535
Change-466 (-18%)
Value$705.1K (-$190.7K)
Filed 2026-11-03
D.B. Root & Company, LLC
INCREASED
Shares2,065 from 2,042
Change+23 (+1%)
Value$703.5K (-$18.0K)
Filed 2026-11-04
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares2,057 from 7,143
Change-5,086 (-71%)
Value$700.6K (-$1.8M)
Filed 2026-10-27
Goodman Advisory Group, LLC
UNCHANGED
Shares2,054 from 2,054
Change0 (0%)
Value$699.9K (-$25.9K)
Filed 2026-11-02
Brick & Kyle, Associates
INCREASED
Shares2,053 from 2,052
Change+1 (+0%)
Value$699.5K (+$110.7K)
Filed 2026-11-05
Wealthstar Advisors, LLC
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$699.7K (-$25.7K)
Filed 2026-10-19
Builder Investment Group Inc
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$699.2K (-$25.8K)
Filed 2026-10-22
Sugar Maple Asset Management, LLC
INCREASED
Shares2,048 from 2,029
Change+19 (+1%)
Value$697.8K (-$19.1K)
Filed 2026-10-13
Wheelhouse Advisory Group LLC
INCREASED
Shares2,042 from 1,860
Change+182 (+10%)
Value$695.9K (+$38.8K)
Filed 2026-10-20
Foronjy Financial LLC
INCREASED
Shares2,034 from 1,631
Change+403 (+25%)
Value$692.9K (+$116.8K)
Filed 2026-10-14
Hibernia Wealth Partners, LLC
INCREASED
Shares2,030 from 996
Change+1,034 (+104%)
Value$691.5K (+$339.6K)
Filed 2026-10-29
Clear Retirement Advice LLC
INCREASED
Shares2,027 from 1,852
Change+175 (+9%)
Value$690.7K (+$36.3K)
Filed 2026-10-22
Cynosure Group, LLC
UNCHANGED
Shares2,027 from 2,027
Change0 (0%)
Value$690.7K (-$25.5K)
Filed 2026-11-03
Praetorian Wealth Management, Inc.
DECREASED
Shares2,025 from 2,029
Change-4 (0%)
Value$690.0K (-$26.9K)
Filed 2026-10-16
Teamwork Financial Advisors, LLC
DECREASED
Shares2,024 from 15,612
Change-13,588 (-87%)
Value$689.7K (-$4.8M)
Filed 2026-10-19
Purus Wealth Management, LLC
INCREASED
Shares2,019 from 1,819
Change+200 (+11%)
Value$688.1K (+$45.4K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares2,018 from 2,018
Change0 (0%)
Value$713.0K ($0)
Filed 2026-11-05
Weinberger Asset Management, Inc
DECREASED
Shares2,016 from 2,097
Change-81 (-4%)
Value$687.0K (-$61.0K)
Filed 2026-10-28
Seamount Financial Group Inc
INCREASED
Shares2,015 from 1,503
Change+512 (+34%)
Value$686.6K (+$155.5K)
Filed 2026-10-21
Missouri Trust & Investment Co
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$684.9K (-$32.0K)
Filed 2026-11-04
Landaas & Co
INCREASED
Shares2,009 from 1,931
Change+78 (+4%)
Value$684.5K (+$2.3K)
Filed 2026-10-29
Hopwood Financial Services, Inc.
DECREASED
Shares2,002 from 2,012
Change-10 (0%)
Value$682.3K (-$28.7K)
Filed 2026-10-29
Paradigm Asset Management Co LLC
DECREASED
Shares2,000 from 3,130
Change-1,130 (-36%)
Value$681.5K (-$424.4K)
Filed 2026-11-05
Luma Capital S.A. - SPF
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$681.5K (-$25.2K)
Filed 2026-10-21
Payden & Rygel
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$681.0K (-$26.0K)
Filed 2026-10-28
Roth Financial Partners LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$681.5K (-$25.2K)
Filed 2026-10-06
Q Fund Management (Hong Kong) Ltd
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$681.5K (-$25.2K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
DECREASED
Shares1,993 from 2,560
Change-567 (-22%)
Value$679.0K (-$225.6K)
Filed 2026-10-23
Guardian Capital, LLC
INCREASED
Shares1,991 from 1,891
Change+100 (+5%)
Value$678.4K (+$10.2K)
Filed 2026-11-06
Omnitrust Wealth Management, Inc
NEW
Shares1,987
Change+1,987
Value$677.1K
Filed 2026-11-02
Merkkuri Wealth Advisors LLC
INCREASED
Shares1,983 from 1,981
Change+2 (+0%)
Value$675.6K (-$24.3K)
Filed 2026-11-03
Wolff Wiese Magana LLC
DECREASED
Shares1,980 from 2,020
Change-40 (-2%)
Value$674.7K (-$39.1K)
Filed 2026-10-15
Oceanside Advisors LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$674.7K (-$24.9K)
Filed 2026-11-03
Verity & Verity, LLC
UNCHANGED
Shares1,972 from 1,972
Change0 (0%)
Value$671.9K (-$24.8K)
Filed 2026-10-23
Kesler, Norman & Wride, LLC
INCREASED
Shares1,970 from 1,895
Change+75 (+4%)
Value$671.5K (+$2.0K)
Filed 2026-11-06
Curran Financial Partners, LLC
INCREASED
Shares1,969 from 1,856
Change+113 (+6%)
Value$670.9K (+$15.2K)
Filed 2026-11-04
Compass Planning Associates Inc
INCREASED
Shares1,968 from 1,727
Change+241 (+14%)
Value$670.7K (+$60.5K)
Filed 2026-10-13
Arjuna Capital
DECREASED
Shares1,958 from 1,962
Change-4 (0%)
Value$667.2K (-$26.1K)
Filed 2026-11-03
Iron Financial LLC
INCREASED
Shares1,958 from 1,957
Change+1 (+0%)
Value$667.2K (-$24.4K)
Filed 2026-10-23
Wrenne Financial Planning LLC
INCREASED
Shares1,952 from 1,941
Change+11 (+1%)
Value$665.4K (-$20.3K)
Filed 2026-10-30
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$663.8K (-$24.5K)
Filed 2026-10-23
Strategic Advisory Partners, LLC
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$663.4K (-$24.5K)
Filed 2026-11-06
Southern Capital Advisors, LLC
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$663.4K (-$24.4K)
Filed 2026-10-26
Elm3 Financial Group, LLC
DECREASED
Shares1,943 from 1,987
Change-44 (-2%)
Value$661.9K (-$40.0K)
Filed 2026-10-07
Clark & Stuart, Inc
UNCHANGED
Shares1,942 from 1,942
Change0 (0%)
Value$661.8K (-$24.5K)
Filed 2026-10-14
Davidson Kahn Capital Management, LLC
INCREASED
Shares1,929 from 1,854
Change+75 (+4%)
Value$657.4K (+$2.3K)
Filed 2026-10-26
Thryve Wealth Management LLC
INCREASED
Shares1,923 from 1,836
Change+87 (+5%)
Value$655.2K (+$6.5K)
Filed 2026-10-09
IMG Wealth Management, Inc.
INCREASED
Shares1,923 from 1,915
Change+8 (+0%)
Value$655.2K (-$21.4K)
Filed 2026-10-27
Old Port Advisors
INCREASED
Shares1,911 from 1,826
Change+85 (+5%)
Value$651.2K (+$6.0K)
Filed 2026-10-23
FFG Partners, LLC
DECREASED
Shares1,901 from 1,911
Change-10 (-1%)
Value$648.0K (-$27.4K)
Filed 2026-10-15
Financial Insights, Inc.
DECREASED
Shares1,897 from 2,034
Change-137 (-7%)
Value$646.5K (-$72.1K)
Filed 2026-10-27
Stronghold Wealth Management L.L.C.
INCREASED
Shares1,896 from 1,891
Change+5 (+0%)
Value$646.0K (-$22.1K)
Filed 2026-10-16
Opulen Financial Group LLC
INCREASED
Shares1,894 from 1,884
Change+10 (+1%)
Value$645.4K (-$20.3K)
Filed 2026-10-22
First Premier Bank
INCREASED
Shares1,891 from 1,876
Change+15 (+1%)
Value$607.0K (-$22.0K)
Filed 2026-10-13
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,889 from 1,993
Change-104 (-5%)
Value$649.7K (-$54.5K)
Filed 2026-10-09
Friday Financial
INCREASED
Shares1,887 from 1,675
Change+212 (+13%)
Value$632.0K (+$22.9K)
Filed 2026-10-09
Bond & Devick Financial Network, Inc.
DECREASED
Shares1,885 from 2,142
Change-257 (-12%)
Value$642.3K (-$114.5K)
Filed 2026-10-23
Highland Financial Advisors, LLC
INCREASED
Shares1,884 from 1,391
Change+493 (+35%)
Value$641.8K (+$150.5K)
Filed 2026-10-19
WealthSpring Partners, LLC
DECREASED
Shares1,883 from 2,194
Change-311 (-14%)
Value$641.7K (-$133.5K)
Filed 2026-10-14
Capital City Trust Co
DECREASED
Shares1,883 from 1,908
Change-25 (-1%)
Value$641.6K (-$32.5K)
Filed 2026-10-22
Tran Capital Management, L.P.
NEW
Shares1,875
Change+1,875
Value$638.9K
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,872 from 1,872
Change0 (0%)
Value$638.0K (-$23.3K)
Filed 2026-10-26
Cogent Strategic Wealth LLC
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$637.2K (-$23.5K)
Filed 2026-10-22
tru Independence LLC
INCREASED
Shares1,869 from 1,566
Change+303 (+19%)
Value$636.9K (+$83.6K)
Filed 2026-10-20
Heritage OAK Wealth Advisors LLC
INCREASED
Shares1,869 from 1,626
Change+243 (+15%)
Value$636.8K (+$62.4K)
Filed 2026-10-14
Southern Financial Group, LLC
INCREASED
Shares1,863 from 1,862
Change+1 (+0%)
Value$634.9K (-$23.2K)
Filed 2026-10-30
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares1,858 from 1,938
Change-80 (-4%)
Value$633.1K (-$51.7K)
Filed 2026-10-20
Davis-Rea Ltd.
DECREASED
Shares1,857 from 1,872
Change-15 (-1%)
Value$632.8K (-$28.7K)
Filed 2026-10-13
Diversified Portfolios, Inc.
DECREASED
Shares1,854 from 1,967
Change-113 (-6%)
Value$631.7K (-$63.3K)
Filed 2026-11-04
Wealth Management Nebraska
INCREASED
Shares1,851 from 1,611
Change+240 (+15%)
Value$630.7K (+$61.5K)
Filed 2026-10-26
Pittenger & Anderson Inc
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$630.0K (-$23.3K)
Filed 2026-11-02
Ifrah Financial Services, Inc.
DECREASED
Shares1,841 from 1,890
Change-49 (-3%)
Value$627.2K (-$40.6K)
Filed 2026-10-13
O'Connor Financial Group LLC
INCREASED
Shares1,839 from 1,833
Change+6 (+0%)
Value$626.6K (-$21.0K)
Filed 2026-10-26
Global Wealth Strategies & Associates
INCREASED
Shares1,835 from 1,232
Change+603 (+49%)
Value$625.3K (+$189.9K)
Filed 2026-10-02
RS Crum Inc.
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$625.3K (-$23.1K)
Filed 2026-10-19
Beacon Financial Planning, Inc
INCREASED
Shares1,832 from 1,705
Change+127 (+7%)
Value$624.2K (+$21.7K)
Filed 2026-11-04
St. Louis Trust Co
NEW
Shares1,829
Change+1,829
Value$623.2K
Filed 2026-11-03
Donalies Financial Planning, LLC
INCREASED
Shares1,826 from 1,825
Change+1 (+0%)
Value$622.1K (-$22.7K)
Filed 2026-10-19
Merited Wealth, LLC
DECREASED
Shares1,821 from 1,933
Change-112 (-6%)
Value$620.5K (-$62.5K)
Filed 2026-10-13
Zenith Solutions, Inc.
INCREASED
Shares1,820 from 1,540
Change+280 (+18%)
Value$620.2K (+$76.1K)
Filed 2026-10-19
Outbound Financial Inc
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$620.1K (-$22.9K)
Filed 2026-10-13
Lebenthal Global Advisors, LLC
DECREASED
Shares1,819 from 1,962
Change-143 (-7%)
Value$619.8K (-$73.5K)
Filed 2026-10-28
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares1,806 from 1,802
Change+4 (+0%)
Value$615.2K (-$21.5K)
Filed 2026-10-28
Global Trust Wealth Management LLC
NEW
Shares1,805
Change+1,805
Value$615.0K
Filed 2026-10-14
Hara Capital LLC
UNCHANGED
Shares1,795 from 1,795
Change0 (0%)
Value$611.6K (-$22.6K)
Filed 2026-10-30
Baring Financial LLC
INCREASED
Shares1,792 from 1,767
Change+25 (+1%)
Value$610.6K (-$13.6K)
Filed 2026-10-07
Covestor Ltd
DECREASED
Shares1,789 from 2,896
Change-1,107 (-38%)
Value$610.0K (-$414.0K)
Filed 2026-10-30
Willner & Heller, LLC
DECREASED
Shares1,788 from 1,812
Change-24 (-1%)
Value$609.2K (-$30.9K)
Filed 2026-10-28
Foundry Financial Group, Inc.
INCREASED
Shares1,780 from 1,715
Change+65 (+4%)
Value$606.5K (+$556)
Filed 2026-10-28
Halter Ferguson Financial Inc.
DECREASED
Shares1,779 from 1,919
Change-140 (-7%)
Value$606.2K (-$71.9K)
Filed 2026-10-21
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares1,778 from 1,531
Change+247 (+16%)
Value$605.8K (+$64.9K)
Filed 2026-10-09
Bluesphere Advisors LLC
INCREASED
Shares1,777 from 1,677
Change+100 (+6%)
Value$605.6K (+$13.1K)
Filed 2026-10-19
Great Waters Wealth Management
INCREASED
Shares1,777 from 1,756
Change+21 (+1%)
Value$605.7K (-$14.9K)
Filed 2026-10-07
Oliver Luxxe Assets LLC
INCREASED
Shares1,776 from 1,774
Change+2 (+0%)
Value$605.2K (-$21.7K)
Filed 2026-10-14
Bauman Advisory Group, LLC
INCREASED
Shares1,772 from 1,764
Change+8 (+0%)
Value$603.7K (-$19.5K)
Filed 2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED
Shares1,767 from 1,962
Change-195 (-10%)
Value$602.2K (-$91.0K)
Filed 2026-10-26
Belleair Asset Management, LLC
INCREASED
Shares1,767 from 1,648
Change+119 (+7%)
Value$602.0K (+$19.6K)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares1,766 from 1,824
Change-58 (-3%)
Value$601.7K (-$42.7K)
Filed 2026-10-14
Left Brain Wealth Management, LLC
DECREASED
Shares1,765 from 2,768
Change-1,003 (-36%)
Value$601.4K (-$376.6K)
Filed 2026-10-28
Thompson Investment Management, Inc.
DECREASED
Shares1,760 from 2,260
Change-500 (-22%)
Value$599.7K (-$198.8K)
Filed 2026-10-14
Clarity Wealth Development LLC
DECREASED
Shares1,759 from 1,996
Change-237 (-12%)
Value$599.4K (-$105.9K)
Filed 2026-10-22
Opus Capital Group, LLC
INCREASED
Shares1,754 from 1,689
Change+65 (+4%)
Value$598.0K (+$1.0K)
Filed 2026-10-30
MinichMacGregor Wealth Management, LLC
INCREASED
Shares1,751 from 1,749
Change+2 (+0%)
Value$596.4K (-$21.6K)
Filed 2026-10-14
Darrow Company, Inc.
DECREASED
Shares1,748 from 1,749
Change-1 (0%)
Value$596.0K (-$22.0K)
Filed 2026-10-22
Marotta Asset Management
UNCHANGED
Shares1,738 from 1,738
Change0 (0%)
Value$592.2K (-$29.8K)
Filed 2026-10-02
AXS Investments LLC
NEW
Shares1,736
Change+1,736
Value$591.5K
Filed 2026-11-04
Juno Financial Group LLC
INCREASED
Shares1,729 from 1,502
Change+227 (+15%)
Value$589.2K (+$58.7K)
Filed 2026-10-27
Fagan Associates, Inc.
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$585.1K (-$21.6K)
Filed 2026-10-13
Meritas Wealth Management, LLC
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$584.0K (-$21.6K)
Filed 2026-10-14
Account Management LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$579.3K (-$21.4K)
Filed 2026-11-04
Idaho Trust Co
DECREASED
Shares1,699 from 1,773
Change-74 (-4%)
Value$578.9K (-$47.5K)
Filed 2026-11-04
Downshift Financial, LLC
INCREASED
Shares1,697 from 1,671
Change+26 (+2%)
Value$578.2K (-$12.2K)
Filed 2026-10-13
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,689 from 1,077
Change+612 (+57%)
Value$575.3K (+$194.9K)
Filed 2026-11-05
Councilor Wealth, LLC
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$574.4K (-$21.2K)
Filed 2026-10-09
Insight Inv LLC
DECREASED
Shares1,680 from 1,745
Change-65 (-4%)
Value$572.4K (-$44.1K)
Filed 2026-10-27
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$569.0K (-$21.0K)
Filed 2026-10-29
Shum Financial Group, Inc.
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$569.0K (-$21.0K)
Filed 2026-10-13
ADG Wealth Management Group, LLC
UNCHANGED
Shares1,661 from 1,661
Change0 (0%)
Value$566.0K (-$20.9K)
Filed 2026-10-23
AF Advisors, Inc.
INCREASED
Shares1,660 from 660
Change+1,000 (+152%)
Value$565.6K (+$332.4K)
Filed 2026-11-06
Zinnia Wealth Advisory, LLC
DECREASED
Shares1,654 from 1,828
Change-174 (-10%)
Value$563.6K (-$82.2K)
Filed 2026-11-06
Freedom Day Solutions, LLC
INCREASED
Shares1,650 from 999
Change+651 (+65%)
Value$562.2K (+$209.2K)
Filed 2026-10-20
Sprinkle Financial Consultants LLC
DECREASED
Shares1,646 from 1,912
Change-266 (-14%)
Value$561.0K (-$114.5K)
Filed 2026-10-09
Peterson Wealth Services
INCREASED
Shares1,646 from 1,645
Change+1 (+0%)
Value$560.7K (-$20.6K)
Filed 2026-10-26
Bright Financial Advisors, Inc.
DECREASED
Shares1,640 from 1,704
Change-64 (-4%)
Value$558.7K (-$43.5K)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$558.8K (-$20.6K)
Filed 2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares1,638 from 1,661
Change-23 (-1%)
Value$558.3K (-$28.8K)
Filed 2026-10-09
True Link Financial Advisors, LLC
DECREASED
Shares1,634 from 1,637
Change-3 (0%)
Value$556.8K (-$21.6K)
Filed 2026-10-27
Arch Global Advisors, LLC
INCREASED
Shares1,633 from 1,541
Change+92 (+6%)
Value$556.4K (+$11.9K)
Filed 2026-10-23
Brickley Wealth Management
UNCHANGED
Shares1,632 from 1,632
Change0 (0%)
Value$556.1K (-$20.5K)
Filed 2026-11-04
Family Office Research LLC
DECREASED
Shares1,628 from 1,795
Change-167 (-9%)
Value$554.9K (-$79.2K)
Filed 2026-10-14
Sterling Financial Planning, Inc.
DECREASED
Shares1,626 from 1,676
Change-50 (-3%)
Value$554.1K (-$38.1K)
Filed 2026-10-28
Blvd Private Wealth, LLC
DECREASED
Shares1,618 from 1,652
Change-34 (-2%)
Value$551.3K (-$32.4K)
Filed 2026-10-14
Sterling Wealth Management, Inc.
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$550.3K (-$20.3K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$550.5K (-$20.3K)
Filed 2026-10-23
Wilkins Miller Wealth Management, LLC
INCREASED
Shares1,611 from 1,610
Change+1 (+0%)
Value$548.8K (-$20.1K)
Filed 2026-10-13
Redwood Family Wealth LLC
INCREASED
Shares1,610 from 1,583
Change+27 (+2%)
Value$548.4K (-$11.1K)
Filed 2026-10-20
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares1,608 from 655
Change+953 (+146%)
Value$547.9K (+$316.5K)
Filed 2026-11-06
Chung Wu Investment Group, LLC
DECREASED
Shares1,605 from 2,070
Change-465 (-22%)
Value$546.9K (-$184.5K)
Filed 2026-11-03
Unify Financial Advisors
DECREASED
Shares1,605 from 1,635
Change-30 (-2%)
Value$546.9K (-$30.8K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$546.2K (-$20.1K)
Filed 2026-11-02
LVZ, Inc.
DECREASED
Shares1,600 from 1,612
Change-12 (-1%)
Value$545.1K (-$24.4K)
Filed 2026-10-20
Cooke & Bieler LP
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$545.2K (-$20.1K)
Filed 2026-10-21
Birchbrook, Inc.
DECREASED
Shares1,599 from 1,607
Change-8 (0%)
Value$544.7K (-$23.3K)
Filed 2026-10-14
Shore Point Advisors, LLC
NEW
Shares1,598
Change+1,598
Value$544.7K
Filed 2026-10-14
Invenio Wealth Partners LLC
INCREASED
Shares1,596 from 1,546
Change+50 (+3%)
Value$543.8K (-$2.4K)
Filed 2026-10-20
Mills Wealth Advisors LLC
INCREASED
Shares1,592 from 1,564
Change+28 (+2%)
Value$542.5K (-$10.2K)
Filed 2026-10-22
L.K. Benson & Company, P.C.
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$542.5K (-$20.0K)
Filed 2026-10-23
SoundView Advisors Inc.
DECREASED
Shares1,586 from 3,730
Change-2,144 (-57%)
Value$540.0K (-$778.0K)
Filed 2026-11-04
Coastline Trust Co
DECREASED
Shares1,575 from 2,372
Change-797 (-34%)
Value$536.7K (-$301.4K)
Filed 2026-10-01
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares1,575 from 1,527
Change+48 (+3%)
Value$536.6K (-$2.8K)
Filed 2026-10-26
Bryant Woods Investment Advisors, LLC
DECREASED
Shares1,573 from 1,618
Change-45 (-3%)
Value$536.3K (-$35.4K)
Filed 2026-10-26
Columbus Macro, LLC
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$536.0K (-$19.8K)
Filed 2026-10-14
Midway Capital Research & Management
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$533.3K (-$19.7K)
Filed 2026-10-20
Sincerus Advisory, LLC
INCREASED
Shares1,559 from 1,494
Change+65 (+4%)
Value$531.1K (+$3.2K)
Filed 2026-10-09
Advanced Asset Management Advisors Inc
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$529.9K (-$19.6K)
Filed 2026-10-20
Eurizon SLJ Capital Ltd
INCREASED
Shares1,551 from 1,452
Change+99 (+7%)
Value$528.5K (+$15.5K)
Filed 2026-11-06
Challenger Wealth Management
INCREASED
Shares1,549 from 1,354
Change+195 (+14%)
Value$527.9K (+$49.4K)
Filed 2026-10-30
Valued Retirements, Inc.
UNCHANGED
Shares1,546 from 1,546
Change0 (0%)
Value$526.8K (-$19.5K)
Filed 2026-11-06
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$526.0K (-$19.0K)
Filed 2026-10-14
Tlwm
DECREASED
Shares1,544 from 1,767
Change-223 (-13%)
Value$526.1K (-$98.2K)
Filed 2026-10-09
Pathway Financial Advisors LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$526.1K (-$23.8K)
Filed 2026-10-07
Joseph Group Capital Management
INCREASED
Shares1,540 from 1,463
Change+77 (+5%)
Value$524.7K (+$7.8K)
Filed 2026-11-04
IMZ Advisory Inc
INCREASED
Shares1,537 from 1,536
Change+1 (+0%)
Value$523.8K (-$19.0K)
Filed 2026-11-03
PCG Asset Management, LLC
DECREASED
Shares1,532 from 7,480
Change-5,948 (-80%)
Value$522.0K (-$2.1M)
Filed 2026-11-05
Stage Harbor Financial, LLC
DECREASED
Shares1,530 from 1,660
Change-130 (-8%)
Value$521.3K (-$65.2K)
Filed 2026-11-03
Strategic Wealth Investment Group, LLC
INCREASED
Shares1,524 from 1,294
Change+230 (+18%)
Value$519.3K (+$62.1K)
Filed 2026-10-29
WealthCare Asset Management, LLC
DECREASED
Shares1,523 from 3,006
Change-1,483 (-49%)
Value$519.0K (-$543.3K)
Filed 2026-10-26
Droms Strauss Advisors Inc
DECREASED
Shares1,522 from 1,583
Change-61 (-4%)
Value$518.5K (-$40.7K)
Filed 2026-11-03
Leelyn Smith, LLC
INCREASED
Shares1,521 from 1,502
Change+19 (+1%)
Value$518.2K (-$12.4K)
Filed 2026-11-03
Integras Partners LLC
DECREASED
Shares1,517 from 1,572
Change-55 (-3%)
Value$516.8K (-$38.5K)
Filed 2026-10-30
Fullerton Advisors, LLC
INCREASED
Shares1,514 from 1,511
Change+3 (+0%)
Value$515.7K (-$18.0K)
Filed 2026-10-14
GuidedMoney, LLC
UNCHANGED
Shares1,514 from 1,514
Change0 (0%)
Value$515.9K (-$19.1K)
Filed 2026-10-29
Advisors Management Group Inc
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$513.0K (-$19.0K)
Filed 2026-11-05
Vestia Personal Wealth Advisors
DECREASED
Shares1,504 from 1,513
Change-9 (-1%)
Value$512.5K (-$22.0K)
Filed 2026-10-20
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$511.5K (-$18.9K)
Filed 2026-10-30
Inman Jager Wealth Management, LLC
INCREASED
Shares1,499 from 1,422
Change+77 (+5%)
Value$510.8K (+$8.3K)
Filed 2026-11-05
RHS Financial, LLC
INCREASED
Shares1,498 from 1,018
Change+480 (+47%)
Value$510.3K (+$150.5K)
Filed 2026-10-13
Loudon Investment Management, LLC
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$509.4K (-$18.8K)
Filed 2026-11-06
A4 Wealth Advisors LLC
DECREASED
Shares1,493 from 1,632
Change-139 (-9%)
Value$508.7K (-$67.9K)
Filed 2026-10-20
Entrust Financial LLC
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$508.9K (-$18.8K)
Filed 2026-11-04
Enzi Wealth
INCREASED
Shares1,485 from 888
Change+597 (+67%)
Value$519.0K (+$201.7K)
Filed 2026-10-14
Flower City Capital
DECREASED
Shares1,483 from 1,506
Change-23 (-2%)
Value$505.3K (-$26.8K)
Filed 2026-10-15
Sound Financial Strategies Group, LLC
DECREASED
Shares1,479 from 1,491
Change-12 (-1%)
Value$504.0K (-$22.9K)
Filed 2026-10-30
Bank & Trust Co
DECREASED
Shares1,471 from 1,476
Change-5 (0%)
Value$501.2K (-$20.3K)
Filed 2026-10-07
Denver PWM, LLC
INCREASED
Shares1,471 from 1,470
Change+1 (+0%)
Value$501.2K (-$3.9K)
Filed 2026-10-22
MBA Advisors LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$500.9K (-$18.5K)
Filed 2026-10-29
Gordian Advisors LLC
INCREASED
Shares1,465 from 1,464
Change+1 (+0%)
Value$499.1K (-$18.3K)
Filed 2026-10-30
Pinion Investment Advisors, LLC
DECREASED
Shares1,463 from 1,469
Change-6 (0%)
Value$498.5K (-$20.5K)
Filed 2026-11-04
Kelly Financial Services LLC
INCREASED
Shares1,461 from 1,420
Change+41 (+3%)
Value$498.0K (-$3.7K)
Filed 2026-10-20
Hixon Zuercher, LLC
INCREASED
Shares1,458 from 1,440
Change+18 (+1%)
Value$496.8K (-$12.0K)
Filed 2026-10-13
OFC Financial Planning, LLC
UNCHANGED
Shares1,458 from 1,458
Change0 (0%)
Value$496.8K (-$18.4K)
Filed 2026-11-06
Leeward Financial Partners, LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$496.5K (-$18.3K)
Filed 2026-10-23
Sidoxia Capital Management, LLC
UNCHANGED
Shares1,451 from 1,451
Change0 (0%)
Value$494.4K (-$18.3K)
Filed 2026-10-28
Bullseye Investment Management, LLC
UNCHANGED
Shares1,449 from 1,449
Change0 (0%)
Value$493.7K (-$18.2K)
Filed 2026-10-29
Wealth Advisors Northwest LLC
DECREASED
Shares1,446 from 1,494
Change-48 (-3%)
Value$492.7K (-$35.2K)
Filed 2026-10-29
Courage Miller Partners, LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$492.4K (-$18.2K)
Filed 2026-10-21
Rayburn West Financial Services LLC
INCREASED
Shares1,442 from 1,200
Change+242 (+20%)
Value$491.3K (+$67.4K)
Filed 2026-11-03
Lynx Investment Advisory
DECREASED
Shares1,441 from 3,807
Change-2,366 (-62%)
Value$491.0K (-$854.1K)
Filed 2026-10-27
Valtinson Bruner Financial Planning LLC
DECREASED
Shares1,440 from 1,673
Change-233 (-14%)
Value$490.6K (-$100.6K)
Filed 2026-11-02
Stegent Equity Advisors, Inc.
DECREASED
Shares1,437 from 1,663
Change-226 (-14%)
Value$489.6K (-$97.9K)
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,437 from 1,337
Change+100 (+7%)
Value$489.5K (+$17.3K)
Filed 2026-11-02
Truefg, LLC
INCREASED
Shares1,437 from 1,434
Change+3 (+0%)
Value$489.6K (-$17.0K)
Filed 2026-10-15
Chris Bulman Inc
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$489.4K (-$18.1K)
Filed 2026-10-20
Coston, McIsaac & Partners
INCREASED
Shares1,433 from 1,387
Change+46 (+3%)
Value$488.4K (-$1.6K)
Filed 2026-11-06
Detalus Advisors, LLC
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$488.3K (-$18.0K)
Filed 2026-10-15
SpringVest Wealth Management LLC
INCREASED
Shares1,432 from 924
Change+508 (+55%)
Value$487.9K (+$161.5K)
Filed 2026-10-27
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$487.9K (-$18.0K)
Filed 2026-11-03
Abundance Wealth Counselors
INCREASED
Shares1,429 from 1,239
Change+190 (+15%)
Value$487.1K (+$49.3K)
Filed 2026-10-26
Ameraudi Asset Management, Inc.
DECREASED
Shares1,427 from 1,507
Change-80 (-5%)
Value$486.2K (-$46.2K)
Filed 2026-11-05
Addison Advisors LLC
INCREASED
Shares1,426 from 1,393
Change+33 (+2%)
Value$485.9K (-$6.3K)
Filed 2026-11-06
Alternative Investment Advisors, Llc.
DECREASED
Shares1,425 from 1,562
Change-137 (-9%)
Value$485.7K (-$66.5K)
Filed 2026-11-03
Fogel Capital Management, Inc.
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$484.5K (-$17.9K)
Filed 2026-11-04
WealthCare Investment Partners, LLC
INCREASED
Shares1,420 from 1,419
Change+1 (+0%)
Value$483.8K (-$17.6K)
Filed 2026-11-05
Triune Financial Partners, LLC
INCREASED
Shares1,416 from 1,370
Change+46 (+3%)
Value$482.6K (-$1.6K)
Filed 2026-11-03
Edge Wealth Management LLC
INCREASED
Shares1,414 from 1,413
Change+1 (+0%)
Value$489.4K (-$10.0K)
Filed 2026-10-13
Orrstown Financial Services Inc
DECREASED
Shares1,413 from 1,461
Change-48 (-3%)
Value$481.5K (-$34.7K)
Filed 2026-10-14
Paller Financial Services Inc
DECREASED
Shares1,413 from 1,424
Change-11 (-1%)
Value$481.5K (-$21.7K)
Filed 2026-10-13
Focus Wealth Advisors, LLC
INCREASED
Shares1,413 from 1,412
Change+1 (+0%)
Value$481.4K (-$17.5K)
Filed 2026-10-14
Mustard Seed Financial, LLC
DECREASED
Shares1,410 from 1,581
Change-171 (-11%)
Value$480.4K (-$78.1K)
Filed 2026-10-30
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares1,409 from 1,442
Change-33 (-2%)
Value$480.1K (-$29.4K)
Filed 2026-11-03
Wealth Group, Ltd.
DECREASED
Shares1,407 from 7,760
Change-6,353 (-82%)
Value$479.0K (-$2.3M)
Filed 2026-10-30
Meixler Investment Management, Ltd.
DECREASED
Shares1,407 from 1,415
Change-8 (-1%)
Value$479.4K (-$20.5K)
Filed 2026-11-03
Two Point Capital Management, Inc.
INCREASED
Shares1,405 from 1,296
Change+109 (+8%)
Value$478.7K (+$20.8K)
Filed 2026-10-16
North Forty Two & Co.
DECREASED
Shares1,405 from 1,415
Change-10 (-1%)
Value$478.7K (-$21.2K)
Filed 2026-10-19
Atlas Wealth Partners, LLC
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$478.7K (-$17.7K)
Filed 2026-11-03
Harfst & Associates, Inc.
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$478.7K (-$17.7K)
Filed 2026-10-20
Citrine Capital LLC
INCREASED
Shares1,402 from 1,351
Change+51 (+4%)
Value$477.7K (+$368)
Filed 2026-10-14
First Hawaiian Bank
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$477.0K (-$17.6K)
Filed 2026-10-14
Lutz Financial Services LLC
DECREASED
Shares1,399 from 1,694
Change-295 (-17%)
Value$476.7K (-$121.8K)
Filed 2026-11-06
Apex Wealth Management, LLC
UNCHANGED
Shares1,397 from 1,397
Change0 (0%)
Value$476.1K (-$17.5K)
Filed 2026-10-20
Holos Integrated Wealth LLC
INCREASED
Shares1,394 from 970
Change+424 (+44%)
Value$474.2K (+$121.5K)
Filed 2026-10-23
Bullock Wealth Management Group
INCREASED
Shares1,392 from 1,311
Change+81 (+6%)
Value$466.2K (-$3.1K)
Filed 2026-10-09
Aegis Wealth Management, Inc.
DECREASED
Shares1,388 from 1,400
Change-12 (-1%)
Value$472.9K (-$21.7K)
Filed 2026-10-26
Continuum Wealth Advisors, LLC
INCREASED
Shares1,386 from 1,286
Change+100 (+8%)
Value$472.3K (+$17.9K)
Filed 2026-10-20
Succession Financial, Inc.
INCREASED
Shares1,382 from 1,378
Change+4 (+0%)
Value$471.0K (-$15.9K)
Filed 2026-10-14
Fidelis iM, LLC
NEW
Shares1,381
Change+1,381
Value$470.6K
Filed 2026-10-16
Seneca Financial Advisors LLC
INCREASED
Shares1,376 from 1,361
Change+15 (+1%)
Value$468.9K (-$12.0K)
Filed 2026-10-28
A&I Financial Services, LLC
INCREASED
Shares1,375 from 1,337
Change+38 (+3%)
Value$468.5K (-$3.9K)
Filed 2026-10-15
Pachira Investments Inc.
DECREASED
Shares1,375 from 1,377
Change-2 (0%)
Value$468.4K (-$18.1K)
Filed 2026-10-14
Arrien Investments, Inc.
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$468.2K (-$17.3K)
Filed 2026-10-30
Keener Financial Planning LLC
INCREASED
Shares1,370 from 950
Change+420 (+44%)
Value$466.8K (+$131.8K)
Filed 2026-11-06
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares1,370 from 1,406
Change-36 (-3%)
Value$466.8K (-$30.0K)
Filed 2026-10-16
Financial Enhancement Group LLC
INCREASED
Shares1,370 from 1,368
Change+2 (+0%)
Value$475.9K (-$7.5K)
Filed 2026-10-08
Targeted Financial Services LLC
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$466.2K (-$17.2K)
Filed 2026-10-19
Waystone Advisors LLC
UNCHANGED
Shares1,364 from 1,364
Change0 (0%)
Value$481.9K ($0)
Filed 2026-10-16
Trust Co of Kansas
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$464.0K (-$18.0K)
Filed 2026-11-06
Willis Investment Counsel
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$463.4K (-$17.1K)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
UNCHANGED
Shares1,359 from 1,359
Change0 (0%)
Value$463.2K (-$17.0K)
Filed 2026-10-26
BOS Asset Management, LLC
INCREASED
Shares1,352 from 1,288
Change+64 (+5%)
Value$460.7K (+$5.6K)
Filed 2026-10-09
PFG Private Wealth Management, LLC
INCREASED
Shares1,347 from 1,343
Change+4 (+0%)
Value$459.0K (-$15.4K)
Filed 2026-10-15
Gould Asset Management LLC
INCREASED
Shares1,346 from 1,336
Change+10 (+1%)
Value$458.6K (-$13.4K)
Filed 2026-11-06
JDH Wealth Management, LLC
INCREASED
Shares1,344 from 1,336
Change+8 (+1%)
Value$458.0K (-$14.1K)
Filed 2026-10-20
Smith Partners Wealth Management, LLC
DECREASED
Shares1,343 from 1,760
Change-417 (-24%)
Value$457.6K (-$164.2K)
Filed 2026-11-05
Crescent Sterling, Ltd.
INCREASED
Shares1,340 from 1,165
Change+175 (+15%)
Value$456.6K (+$45.0K)
Filed 2026-10-16
McClarren Financial Advisors, Inc.
INCREASED
Shares1,340 from 1,339
Change+1 (+0%)
Value$456.5K (-$16.8K)
Filed 2026-10-15
Asset Allocation Strategies LLC
DECREASED
Shares1,335 from 1,349
Change-14 (-1%)
Value$454.8K (-$21.9K)
Filed 2026-10-20
Armbruster Capital Management, Inc.
DECREASED
Shares1,334 from 1,354
Change-20 (-1%)
Value$454.5K (-$23.9K)
Filed 2026-10-19
Lifelong Wealth Advisors, Inc.
INCREASED
Shares1,333 from 1,332
Change+1 (+0%)
Value$454.2K (-$16.4K)
Filed 2026-10-19
McCarthy Asset Management, Inc.
DECREASED
Shares1,332 from 1,482
Change-150 (-10%)
Value$453.9K (-$69.8K)
Filed 2026-10-20
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares1,332 from 1,330
Change+2 (+0%)
Value$454.0K (-$16.0K)
Filed 2026-10-27
Good Harbor Advisors, Inc.
DECREASED
Shares1,331 from 1,394
Change-63 (-5%)
Value$453.7K (-$39.0K)
Filed 2026-10-20
Altium Investment Strategies LLC
UNCHANGED
Shares1,328 from 1,328
Change0 (0%)
Value$464.2K (-$7.3K)
Filed 2026-10-20
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,326 from 857
Change+469 (+55%)
Value$451.8K (+$149.0K)
Filed 2026-11-02
Verus Financial Partners, Inc.
INCREASED
Shares1,324 from 1,238
Change+86 (+7%)
Value$451.1K (+$13.7K)
Filed 2026-10-29
Palatine Hill Wealth Management, LLC
DECREASED
Shares1,324 from 1,374
Change-50 (-4%)
Value$451.1K (-$34.3K)
Filed 2026-11-03
Ehrlich Financial Group
DECREASED
Shares1,321 from 1,342
Change-21 (-2%)
Value$450.2K (-$24.1K)
Filed 2026-10-20
Stack Financial Management, Inc
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$450.1K (-$16.6K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
DECREASED
Shares1,317 from 1,322
Change-5 (0%)
Value$448.8K (-$18.3K)
Filed 2026-10-27
Mascoma Wealth Management LLC
INCREASED
Shares1,312 from 1,251
Change+61 (+5%)
Value$447.1K (+$5.0K)
Filed 2026-10-23
Planning Strategies Inc.
DECREASED
Shares1,311 from 1,380
Change-69 (-5%)
Value$446.6K (-$41.1K)
Filed 2026-10-02
Carrera Capital Advisors
DECREASED
Shares1,309 from 1,409
Change-100 (-7%)
Value$446.2K (-$51.7K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares1,308 from 1,173
Change+135 (+12%)
Value$445.7K (+$31.3K)
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares1,307 from 1,333
Change-26 (-2%)
Value$445.4K (-$25.6K)
Filed 2026-10-19
Teza Capital Management LLC
INCREASED
Shares1,306 from 1,191
Change+115 (+10%)
Value$445.0K (+$24.2K)
Filed 2026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$444.7K (-$16.4K)
Filed 2026-10-30
Hoey Investments, Inc
DECREASED
Shares1,304 from 2,683
Change-1,379 (-51%)
Value$444.3K (-$503.7K)
Filed 2026-10-29
KFA Private Wealth Group, LLC
DECREASED
Shares1,302 from 1,339
Change-37 (-3%)
Value$443.7K (-$29.7K)
Filed 2026-10-07
Marquette Asset Management, LLC
INCREASED
Shares1,300 from 1,200
Change+100 (+8%)
Value$443.0K (+$19.0K)
Filed 2026-10-09
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$443.0K (-$16.4K)
Filed 2026-10-13
Rockingstone Advisors LLC
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$441.6K (-$16.3K)
Filed 2026-10-16
Destiny Capital Corp
INCREASED
Shares1,294 from 891
Change+403 (+45%)
Value$441.1K (+$126.4K)
Filed 2026-11-03
Winter & Associates, Inc.
DECREASED
Shares1,292 from 1,761
Change-469 (-27%)
Value$434.7K (-$187.5K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
DECREASED
Shares1,290 from 1,298
Change-8 (-1%)
Value$439.5K (-$19.0K)
Filed 2026-11-05
Fusion Capital, LLC
INCREASED
Shares1,289 from 1,278
Change+11 (+1%)
Value$439.2K (-$12.4K)
Filed 2026-10-28
TSA Wealth Managment LLC
UNCHANGED
Shares1,288 from 1,288
Change0 (0%)
Value$438.9K (-$16.2K)
Filed 2026-10-22
Persium Advisors, LLC
DECREASED
Shares1,287 from 1,301
Change-14 (-1%)
Value$438.5K (-$21.2K)
Filed 2026-10-07
Howard Bailey Securities, LLC
DECREASED
Shares1,284 from 2,294
Change-1,010 (-44%)
Value$437.5K (-$372.9K)
Filed 2026-10-27
Saxon Interests, Inc.
DECREASED
Shares1,275 from 3,065
Change-1,790 (-58%)
Value$434.4K (-$648.5K)
Filed 2026-10-26
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$434.3K (-$16.0K)
Filed 2026-10-13
AdviceOne Advisory Services, LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$432.5K (-$16.0K)
Filed 2026-10-19
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$431.0K (-$15.9K)
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$431.0K (-$15.9K)
Filed 2026-10-13
ETF Store, Inc.
INCREASED
Shares1,263 from 1,262
Change+1 (+0%)
Value$430.3K (-$15.7K)
Filed 2026-10-19
Silverberg Bernstein Capital Management LLC
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$430.4K (-$15.9K)
Filed 2026-10-13
Alamar Capital Management, LLC
DECREASED
Shares1,260 from 1,285
Change-25 (-2%)
Value$429.3K (-$24.8K)
Filed 2026-11-02
Sightline Wealth Advisors, LLC
INCREASED
Shares1,259 from 1,256
Change+3 (+0%)
Value$429.0K (-$14.8K)
Filed 2026-10-21
Serenity Investment Advisors
DECREASED
Shares1,257 from 1,457
Change-200 (-14%)
Value$428.3K (-$64.3K)
Filed 2026-10-30
True Wealth Design, LLC
INCREASED
Shares1,253 from 1,118
Change+135 (+12%)
Value$426.9K (+$31.9K)
Filed 2026-10-13
Elevated Financial Group LLC
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$425.3K (-$15.7K)
Filed 2026-10-16
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares1,247 from 1,184
Change+63 (+5%)
Value$424.9K (+$6.6K)
Filed 2026-10-22
Strid Group, LLC
DECREASED
Shares1,245 from 1,307
Change-62 (-5%)
Value$424.1K (-$37.9K)
Filed 2026-10-28
Breakwater Investment Management
INCREASED
Shares1,245 from 1,237
Change+8 (+1%)
Value$424.2K (-$12.8K)
Filed 2026-10-20
MFG Investments, LLC
NEW
Shares1,242
Change+1,242
Value$423.2K
Filed 2026-10-30
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares1,242 from 764
Change+478 (+63%)
Value$423.2K (+$153.1K)
Filed 2026-10-22
Pioneer Wealth Management Group
DECREASED
Shares1,236 from 1,378
Change-142 (-10%)
Value$421.2K (-$65.7K)
Filed 2026-10-09
Outlook Wealth Advisors, LLC
INCREASED
Shares1,232 from 1,219
Change+13 (+1%)
Value$419.8K (-$10.9K)
Filed 2026-10-28
Wealth Quarterback LLC
INCREASED
Shares1,229 from 1,228
Change+1 (+0%)
Value$418.8K (-$15.2K)
Filed 2026-10-20
Sharkey, Howes & Javer
DECREASED
Shares1,225 from 1,245
Change-20 (-2%)
Value$417.4K (-$22.5K)
Filed 2026-10-22
Crumly & Associates Inc.
INCREASED
Shares1,224 from 818
Change+406 (+50%)
Value$417.0K (+$127.9K)
Filed 2026-10-07
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,219 from 1,352
Change-133 (-10%)
Value$415.4K (-$62.3K)
Filed 2026-10-20
Eldred Rock Partners, LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$415.0K (-$15.3K)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$428.5K ($0)
Filed 2026-10-28
Grange Capital, LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$412.6K (-$15.2K)
Filed 2026-10-20
Capstone Wealth Management Group, LLC
DECREASED
Shares1,209 from 1,231
Change-22 (-2%)
Value$294.6K (-$140.3K)
Filed 2026-11-05
Dupree Financial Group, LLC
UNCHANGED
Shares1,209 from 1,209
Change0 (0%)
Value$412.0K (-$15.2K)
Filed 2026-10-09
Boston Standard Wealth Management, LLC
DECREASED
Shares1,207 from 1,234
Change-27 (-2%)
Value$411.3K (-$29.8K)
Filed 2026-10-07
Montgomery Investment Management Inc
INCREASED
Shares1,206 from 1,205
Change+1 (+0%)
Value$410.8K (-$14.9K)
Filed 2026-10-26
Financial Harvest, LLC
INCREASED
Shares1,202 from 1,079
Change+123 (+11%)
Value$409.6K (+$28.3K)
Filed 2026-10-15
TrueWealth Advisors, LLC
INCREASED
Shares1,200 from 1,178
Change+22 (+2%)
Value$408.9K (-$7.3K)
Filed 2026-10-09
Vima LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$408.8K (-$15.1K)
Filed 2026-10-23
Sharper & Granite LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$344.2K (-$79.8K)
Filed 2026-11-02
United Financial Planning Group LLC
INCREASED
Shares1,199 from 1,198
Change+1 (+0%)
Value$408.5K (-$15.0K)
Filed 2026-11-04
Viewpoint Investment Partners Corp
INCREASED
Shares1,195 from 1,135
Change+60 (+5%)
Value$420.9K (+$14.8K)
Filed 2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED
Shares1,190 from 1,180
Change+10 (+1%)
Value$405.4K (-$11.6K)
Filed 2026-11-06
Gagnon Securities LLC
DECREASED
Shares1,189 from 1,929
Change-740 (-38%)
Value$405.1K (-$276.4K)
Filed 2026-11-05
Blackston Financial Advisory Group, LLC
INCREASED
Shares1,187 from 1,075
Change+112 (+10%)
Value$404.3K (+$24.7K)
Filed 2026-11-04
Gray Private Wealth, LLC
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$404.2K (-$14.9K)
Filed 2026-10-28
Brewster Financial Planning LLC
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$403.4K (-$14.9K)
Filed 2026-10-13
NIA Impact Advisors, LLC
INCREASED
Shares1,179 from 701
Change+478 (+68%)
Value$401.6K (+$154.1K)
Filed 2026-11-04
Burns Matteson Capital Management, LLC
INCREASED
Shares1,179 from 1,139
Change+40 (+4%)
Value$401.8K (-$669)
Filed 2026-10-16
North Point Portfolio Managers Corp
DECREASED
Shares1,179 from 1,184
Change-5 (0%)
Value$401.7K (-$16.6K)
Filed 2026-10-07
Boyd Wealth Management, LLC
INCREASED
Shares1,176 from 647
Change+529 (+82%)
Value$400.7K (+$172.1K)
Filed 2026-10-20
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$401.2K (-$14.9K)
Filed 2026-11-03
Bestgate Wealth Advisors, LLC
INCREASED
Shares1,175 from 695
Change+480 (+69%)
Value$400.4K (+$154.8K)
Filed 2026-10-13
Hoertkorn Richard Charles
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$400.4K (-$14.8K)
Filed 2026-11-04
SFG Wealth Management, Llc.
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$400.4K (-$14.8K)
Filed 2026-10-23
Equity Wealth Partners, LLC
DECREASED
Shares1,174 from 1,234
Change-60 (-5%)
Value$399.9K (-$36.0K)
Filed 2026-10-26
ROI Financial Advisors, LLC
DECREASED
Shares1,174 from 1,198
Change-24 (-2%)
Value$400.1K (-$23.2K)
Filed 2026-10-19
Arwa LLC
INCREASED
Shares1,169 from 1,043
Change+126 (+12%)
Value$408.6K (+$39.6K)
Filed 2026-10-21
Narus Financial Partners, LLC
DECREASED
Shares1,162 from 1,164
Change-2 (0%)
Value$395.8K (-$15.3K)
Filed 2026-10-19
Allen Wealth Management, LLC
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$395.9K (-$14.6K)
Filed 2026-10-29
Town Capital LLC
UNCHANGED
Shares1,161 from 1,161
Change0 (0%)
Value$395.6K (-$14.6K)
Filed 2026-11-03
marrick wealth, LLC
DECREASED
Shares1,158 from 1,185
Change-27 (-2%)
Value$394.6K (-$24.1K)
Filed 2026-10-20
Orba Wealth Advisors, L.L.C.
INCREASED
Shares1,153 from 1,135
Change+18 (+2%)
Value$392.9K (-$8.2K)
Filed 2026-10-23
Ridgepath Capital Management LLC
UNCHANGED
Shares1,153 from 1,153
Change0 (0%)
Value$392.9K (-$14.5K)
Filed 2026-10-29
Sentinel Advisory Group, LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$392.5K (-$14.5K)
Filed 2026-10-20
Virginia Wealth Management Group, Inc.
DECREASED
Shares1,151 from 1,168
Change-17 (-1%)
Value$392.2K (-$20.5K)
Filed 2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares1,145 from 1,150
Change-5 (0%)
Value$390.1K (-$16.2K)
Filed 2026-10-21
KFG LLC
NEW
Shares1,142
Change+1,142
Value$389.1K
Filed 2026-11-02
Proathlete Wealth Management LLC
INCREASED
Shares1,140 from 375
Change+765 (+204%)
Value$388.8K (+$256.0K)
Filed 2026-10-15
Bear Mountain Capital, Inc.
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$384.1K (-$23.1K)
Filed 2026-11-04
Wealth Forward, LLC
INCREASED
Shares1,133 from 1,084
Change+49 (+5%)
Value$386.1K (+$3.0K)
Filed 2026-10-14
Absolute Capital Management, LLC
NEW
Shares1,131
Change+1,131
Value$385.5K
Filed 2026-10-16
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares1,131 from 1,116
Change+15 (+1%)
Value$385.4K (-$8.8K)
Filed 2026-10-16
TME Financial, Inc.
INCREASED
Shares1,129 from 1,083
Change+46 (+4%)
Value$384.7K (+$1.9K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,125 from 1,096
Change+29 (+3%)
Value$383.6K (-$3.8K)
Filed 2026-10-27
Visionary Horizons, LLC
INCREASED
Shares1,121 from 1,072
Change+49 (+5%)
Value$382.0K (+$3.2K)
Filed 2026-10-22
Alpha Advisors, LLC
INCREASED
Shares1,120 from 1,115
Change+5 (+0%)
Value$381.6K (-$12.3K)
Filed 2026-10-19
Next Level Wealth Planning, LLC
DECREASED
Shares1,118 from 1,163
Change-45 (-4%)
Value$380.9K (-$30.0K)
Filed 2026-10-29
Value Partners Investments Inc.
INCREASED
Shares1,114 from 1,102
Change+12 (+1%)
Value$380.8K (-$8.0K)
Filed 2026-10-19
S.E.E.D. Planning Group LLC
NEW
Shares1,113
Change+1,113
Value$379.2K
Filed 2026-10-07
Hudson Capital Management LLC
DECREASED
Shares1,113 from 1,158
Change-45 (-4%)
Value$379.2K (-$29.9K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares1,112 from 1,043
Change+69 (+7%)
Value$378.9K (+$10.4K)
Filed 2026-10-20
Boyum Wealth Architects LLC
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$378.5K (-$11.5K)
Filed 2026-10-06
Spectrum Financial Alliance Ltd LLC
NEW
Shares1,111
Change+1,111
Value$378.6K
Filed 2026-10-29
Elevated Private Wealth, LLC
INCREASED
Shares1,111 from 957
Change+154 (+16%)
Value$378.6K (+$40.4K)
Filed 2026-10-15
Fluent Financial, LLC
INCREASED
Shares1,104 from 817
Change+287 (+35%)
Value$376.2K (+$87.5K)
Filed 2026-10-13
DWR Wealth Management, LLC
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$372.1K (-$15.4K)
Filed 2026-10-13
Altar Rock LLC
INCREASED
Shares1,102 from 1,051
Change+51 (+5%)
Value$383.3K (+$12.0K)
Filed 2026-11-06
Nestegg Advisors, Inc.
DECREASED
Shares1,102 from 1,103
Change-1 (0%)
Value$375.5K (-$14.3K)
Filed 2026-10-21
Lake Hills Wealth Management, LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$375.4K (-$13.9K)
Filed 2026-10-07
Trellis Wealth Advisors LLC
DECREASED
Shares1,100 from 1,360
Change-260 (-19%)
Value$375.0K (-$105.7K)
Filed 2026-10-19
Long Island Wealth Management, Inc.
INCREASED
Shares1,100 from 1,080
Change+20 (+2%)
Value$374.9K (-$6.8K)
Filed 2026-10-20
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$374.8K (-$13.8K)
Filed 2026-10-20
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$374.1K (-$13.8K)
Filed 2026-11-05
Tenon Financial LLC
INCREASED
Shares1,097 from 895
Change+202 (+23%)
Value$373.8K (+$57.6K)
Filed 2026-10-14
Parkshore Wealth Management, Inc.
INCREASED
Shares1,094 from 1,092
Change+2 (+0%)
Value$372.9K (-$13.1K)
Filed 2026-10-13
Santori & Peters, Inc.
DECREASED
Shares1,091 from 1,125
Change-34 (-3%)
Value$371.7K (-$25.7K)
Filed 2026-10-26
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$371.7K (-$13.7K)
Filed 2026-10-09
Putney Financial Group LLC
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$371.4K (-$13.7K)
Filed 2026-10-30
Powers Advisory Group, LLC
INCREASED
Shares1,089 from 1,047
Change+42 (+4%)
Value$371.0K (+$917)
Filed 2026-10-14
Lincoln Capital Corp
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$369.7K (-$13.7K)
Filed 2026-10-13
MontVue Capital Management, Inc.
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$369.4K (-$13.6K)
Filed 2026-10-19
Burk Holdings LLC
INCREASED
Shares1,081 from 751
Change+330 (+44%)
Value$368.3K (+$103.0K)
Filed 2026-11-05
BCU Wealth Advisors, LLC
DECREASED
Shares1,081 from 1,094
Change-13 (-1%)
Value$368.3K (-$18.2K)
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,079 from 1,058
Change+21 (+2%)
Value$363.5K (-$13.4K)
Filed 2026-10-28
Basso Capital Management, L.P.
NEW
Shares1,078
Change+1,078
Value$367.2K
Filed 2026-10-30
IAG Wealth Partners, LLC
DECREASED
Shares1,073 from 1,077
Change-4 (0%)
Value$365.6K (-$14.9K)
Filed 2026-11-06
Olio Financial Planning
INCREASED
Shares1,070 from 1,027
Change+43 (+4%)
Value$364.4K (+$1.7K)
Filed 2026-10-22
Carolina Wealth Management Inc
INCREASED
Shares1,069 from 1,060
Change+9 (+1%)
Value$364.2K (-$10.5K)
Filed 2026-10-29
Acorn Financial Advisory Services Inc
DECREASED
Shares1,066 from 1,125
Change-59 (-5%)
Value$363.4K (-$34.2K)
Filed 2026-11-02
Xena Financial Planning, LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$362.9K (-$13.4K)
Filed 2026-10-13
Mascagni Wealth Management, Inc.
DECREASED
Shares1,062 from 1,181
Change-119 (-10%)
Value$361.9K (-$55.4K)
Filed 2026-10-23
FCG Investment Co
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$361.9K (-$13.4K)
Filed 2026-10-13
Jmac Enterprises LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$361.2K (-$13.3K)
Filed 2026-10-30
Waterway Wealth Management, LLC
DECREASED
Shares1,058 from 2,043
Change-985 (-48%)
Value$360.6K (-$361.4K)
Filed 2026-10-28
SWP Financial LLC
INCREASED
Shares1,058 from 999
Change+59 (+6%)
Value$360.5K (+$7.5K)
Filed 2026-10-23
Forza Wealth Management, LLC
DECREASED
Shares1,054 from 1,154
Change-100 (-9%)
Value$359.1K (-$48.6K)
Filed 2026-10-20
Old Second National Bank of Aurora
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$358.8K (-$13.3K)
Filed 2026-10-22
Granite Group Advisors, LLC
DECREASED
Shares1,045 from 1,506
Change-461 (-31%)
Value$356.1K (-$176.0K)
Filed 2026-10-14
Diesslin Group, Inc.
DECREASED
Shares1,043 from 1,050
Change-7 (-1%)
Value$355.2K (-$15.9K)
Filed 2026-10-14
Encompass More Asset Management
DECREASED
Shares1,042 from 1,724
Change-682 (-40%)
Value$355.1K (-$254.4K)
Filed 2026-10-16
Apeiron RIA LLC
INCREASED
Shares1,034 from 983
Change+51 (+5%)
Value$346.3K (-$1.0K)
Filed 2026-10-08
John Boyer, Inc.
INCREASED
Shares1,034 from 1,033
Change+1 (+0%)
Value$352.3K (-$12.8K)
Filed 2026-10-27
Norway Savings Bank
DECREASED
Shares1,033 from 1,103
Change-70 (-6%)
Value$352.0K (-$37.7K)
Filed 2026-10-20
Richard C. Young & Co., Ltd.
INCREASED
Shares1,032 from 1,031
Change+1 (+0%)
Value$351.6K (-$12.8K)
Filed 2026-11-04
Corepath Wealth Partners LLC
DECREASED
Shares1,031 from 1,335
Change-304 (-23%)
Value$358.1K (-$120.7K)
Filed 2026-10-21
Global Wealth Management, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$350.4K (-$12.7K)
Filed 2026-10-15
AG Asset Advisory, LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$349.9K (-$12.9K)
Filed 2026-11-06
Insight Wealth Partners, LLC
DECREASED
Shares1,023 from 1,037
Change-14 (-1%)
Value$348.5K (-$18.1K)
Filed 2026-10-26
Paragon Advisors, LLC
NEW
Shares1,022
Change+1,022
Value$348.2K
Filed 2026-11-03
TrustBank
DECREASED
Shares1,020 from 1,065
Change-45 (-4%)
Value$347.6K (-$28.7K)
Filed 2026-10-20
Sicart Associates LLC
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$343.6K (-$16.7K)
Filed 2026-10-29
Steph & Co
INCREASED
Shares1,019 from 992
Change+27 (+3%)
Value$347.2K (-$3.3K)
Filed 2026-10-07
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,019 from 1,018
Change+1 (+0%)
Value$347.2K (-$12.6K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares1,014 from 984
Change+30 (+3%)
Value$345.5K (-$2.1K)
Filed 2026-10-19
Legacy Wealth Partners, LLC
INCREASED
Shares1,012 from 982
Change+30 (+3%)
Value$344.8K (-$2.1K)
Filed 2026-10-15
Integrity Wealth Partners, LLC
NEW
Shares1,011
Change+1,011
Value$344.5K
Filed 2026-10-14
Burkett Asset Management Ltd
DECREASED
Shares1,010 from 1,198
Change-188 (-16%)
Value$344.1K (-$79.1K)
Filed 2026-10-13
Aspire Private Capital, LLC
INCREASED
Shares1,010 from 953
Change+57 (+6%)
Value$344.3K (+$7.6K)
Filed 2026-11-05
Atwater Malick LLC
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$343.8K (-$12.7K)
Filed 2026-10-15
Benedict Financial Advisors Inc
INCREASED
Shares1,008 from 1,007
Change+1 (+0%)
Value$343.5K (-$12.5K)
Filed 2026-10-07
Measured Risk Portfolios, Inc.
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$343.5K (-$12.7K)
Filed 2026-10-21
Dmkc Advisory Services, LLC
DECREASED
Shares1,001 from 1,078
Change-77 (-7%)
Value$341.1K (-$39.8K)
Filed 2026-11-04
Neumann Capital Management, LLC
NEW
Shares1,000
Change+1,000
Value$340.7K
Filed 2026-10-15
Stewardship Advisors, LLC
INCREASED
Shares1,000 from 959
Change+41 (+4%)
Value$340.7K (+$1.9K)
Filed 2026-10-20
Aureum Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$340.7K (-$12.6K)
Filed 2026-10-15
Stonebridge Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$340.7K (-$12.6K)
Filed 2026-10-09
Strategent Financial, LLC
INCREASED
Shares997 from 922
Change+75 (+8%)
Value$339.7K (+$13.9K)
Filed 2026-10-30
Stordahl Capital Management, Inc.
DECREASED
Shares997 from 998
Change-1 (0%)
Value$339.7K (-$12.9K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$339.0K (-$13.0K)
Filed 2026-10-14
AmeriServ Wealth Advisors
DECREASED
Shares994 from 1,309
Change-315 (-24%)
Value$338.7K (-$123.8K)
Filed 2026-10-21
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$338.6K (-$12.5K)
Filed 2026-11-05
Kelsey Financial, LLC
INCREASED
Shares990 from 955
Change+35 (+4%)
Value$337.3K (-$199)
Filed 2026-10-28
Main Street Group, LTD
INCREASED
Shares986 from 985
Change+1 (+0%)
Value$335.9K (-$12.4K)
Filed 2026-10-28
Horizon Financial Services, LLC
DECREASED
Shares984 from 1,067
Change-83 (-8%)
Value$335.3K (-$41.7K)
Filed 2026-11-04
Climber Capital SA
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$316.9K (-$29.0K)
Filed 2026-10-20
KWB Wealth
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$333.9K (-$12.3K)
Filed 2026-10-16
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$333.9K (-$12.3K)
Filed 2026-10-23
Vannoy Advisory Group, Inc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$333.6K (-$12.3K)
Filed 2026-10-13
Level Wealth Management LLC
INCREASED
Shares975 from 620
Change+355 (+57%)
Value$332.2K (+$113.2K)
Filed 2026-10-23
Hoge Financial Services, LLC
INCREASED
Shares975 from 974
Change+1 (+0%)
Value$332.2K (-$12.0K)
Filed 2026-11-05
Commerce Advisors, LLC
DECREASED
Shares973 from 1,343
Change-370 (-28%)
Value$331.5K (-$142.9K)
Filed 2026-10-19
Axiom Investment Management LLC
INCREASED
Shares970 from 796
Change+174 (+22%)
Value$330.6K (+$49.3K)
Filed 2026-11-03
Plan Group Financial, LLC
DECREASED
Shares969 from 992
Change-23 (-2%)
Value$326.1K (-$24.5K)
Filed 2026-10-22
Tucker Asset Management LLC
INCREASED
Shares965 from 778
Change+187 (+24%)
Value$328.8K (+$53.7K)
Filed 2026-10-29
Peoples Bank
DECREASED
Shares964 from 1,039
Change-75 (-7%)
Value$328.5K (-$38.6K)
Filed 2026-10-26
TopTier Wealth Management, LLC
DECREASED
Shares964 from 968
Change-4 (0%)
Value$328.4K (-$13.5K)
Filed 2026-10-16
Royal Fund Management, LLC
DECREASED
Shares964 from 965
Change-1 (0%)
Value$328.8K (-$12.5K)
Filed 2026-10-22
BCM Advisors, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$268.2K (-$39.4K)
Filed 2026-11-03
Ballew Advisors, Inc
INCREASED
Shares961 from 910
Change+51 (+6%)
Value$326.9K (+$2.8K)
Filed 2026-10-05
Carbahal Olsen Financial Services Group, LLC
NEW
Shares960
Change+960
Value$327.2K
Filed 2026-11-05
Guardian Wealth Advisors, LLC
DECREASED
Shares960 from 970
Change-10 (-1%)
Value$304.2K (-$38.6K)
Filed 2026-10-30
Kennicott Capital Management LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$327.1K (-$12.1K)
Filed 2026-10-16
Manuka Financial, LLC
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$326.4K (-$12.1K)
Filed 2026-10-16
Invested Advisors
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$326.1K (-$12.0K)
Filed 2026-10-23
Squire Investment Management Company, LLC
INCREASED
Shares956 from 794
Change+162 (+20%)
Value$325.7K (+$45.2K)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares956 from 927
Change+29 (+3%)
Value$320.3K (-$11.6K)
Filed 2026-10-27
Penobscot Wealth Management
DECREASED
Shares953 from 1,012
Change-59 (-6%)
Value$324.6K (-$32.9K)
Filed 2026-10-21
QP Wealth Management, LLC
DECREASED
Shares950 from 1,320
Change-370 (-28%)
Value$323.7K (-$142.7K)
Filed 2026-10-20
Cadinha & Co LLC
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$322.7K (-$11.9K)
Filed 2026-10-22
Jessup Wealth Management, Inc
DECREASED
Shares944 from 971
Change-27 (-3%)
Value$321.7K (-$21.3K)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
DECREASED
Shares939 from 949
Change-10 (-1%)
Value$320.0K (-$15.4K)
Filed 2026-10-29
Forbes Financial Planning, Inc.
DECREASED
Shares936 from 950
Change-14 (-1%)
Value$318.9K (-$16.7K)
Filed 2026-10-23
Barry Investment Advisors, LLC
INCREASED
Shares933 from 931
Change+2 (+0%)
Value$317.8K (-$11.3K)
Filed 2026-10-14
Cottonwood Capital Advisors, LLC
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$318.0K (-$11.7K)
Filed 2026-10-20
Timonier Family Office, Ltd.
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$317.2K (-$11.7K)
Filed 2026-11-03
IFS Advisors, LLC
INCREASED
Shares930 from 120
Change+810 (+675%)
Value$316.9K (+$274.5K)
Filed 2026-10-14
Manitou Investment Management Ltd.
INCREASED
Shares928 from 440
Change+488 (+111%)
Value$316.2K (+$160.7K)
Filed 2026-10-15
Retirement Investment Advisors, Inc.
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$316.2K (-$9.2K)
Filed 2026-10-22
Clear Trail Advisors, LLC
DECREASED
Shares926 from 1,546
Change-620 (-40%)
Value$315.6K (-$230.7K)
Filed 2026-10-20
Hickory Point Bank & Trust
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$315.2K (-$11.6K)
Filed 2026-10-01
Phillip James Consulting Co.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$315.2K (-$11.6K)
Filed 2026-11-03
Stanley-Laman Group, Ltd.
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$314.8K (-$11.6K)
Filed 2026-10-20
Arnold Financial Planning LLC
NEW
Shares921
Change+921
Value$313.8K
Filed 2026-10-20
Hendley & Co Inc
DECREASED
Shares920 from 1,125
Change-205 (-18%)
Value$313.0K (-$84.0K)
Filed 2026-10-29
Kure Advisory, LLC
INCREASED
Shares920 from 907
Change+13 (+1%)
Value$313.5K (-$7.0K)
Filed 2026-10-08
JBGlobal.com LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$313.5K (-$11.6K)
Filed 2026-10-13
Vista Finance, LLC
INCREASED
Shares916 from 907
Change+9 (+1%)
Value$312.1K (-$8.4K)
Filed 2026-10-23
Dorato Capital Management
DECREASED
Shares915 from 980
Change-65 (-7%)
Value$317.8K (-$30.1K)
Filed 2026-10-08
Orgel Wealth Management, LLC
INCREASED
Shares913 from 895
Change+18 (+2%)
Value$311.1K (-$5.1K)
Filed 2026-10-14
Madrid Wealth Management, LLC
DECREASED
Shares910 from 940
Change-30 (-3%)
Value$310.1K (-$22.1K)
Filed 2026-10-23
Valued Wealth Advisors LLC
DECREASED
Shares909 from 1,014
Change-105 (-10%)
Value$309.7K (-$48.5K)
Filed 2026-11-05
Financial Freedom, LLC
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$308.9K (-$11.4K)
Filed 2026-11-06
Financial Life Advisors
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$309.0K (-$11.4K)
Filed 2026-10-14
Windsor Capital Management, LLC
DECREASED
Shares904 from 929
Change-25 (-3%)
Value$308.0K (-$20.2K)
Filed 2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$319.4K ($0)
Filed 2026-10-22
Bonfire Financial
DECREASED
Shares902 from 903
Change-1 (0%)
Value$307.5K (-$11.6K)
Filed 2026-11-06
MKD Wealth Coaches, LLC
NEW
Shares901
Change+901
Value$307.0K
Filed 2026-10-09
Glass Wealth Management Co LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$306.7K (-$11.3K)
Filed 2026-10-28
Capital CS Group, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$306.7K (-$11.3K)
Filed 2026-10-29
Independence Financial Advisors, LLC
INCREASED
Shares898 from 897
Change+1 (+0%)
Value$306.0K (-$11.1K)
Filed 2026-10-08
Ridgeline Wealth Planning, LLC
INCREASED
Shares897 from 792
Change+105 (+13%)
Value$305.7K (+$25.8K)
Filed 2026-10-29
Waller Financial Planning Group, Inc
INCREASED
Shares897 from 896
Change+1 (+0%)
Value$305.6K (-$10.9K)
Filed 2026-10-07
Sfam, LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$305.7K (-$11.3K)
Filed 2026-11-03
Archer Investment Management, LLC
DECREASED
Shares896 from 913
Change-17 (-2%)
Value$305.4K (-$17.3K)
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$304.6K (-$11.3K)
Filed 2026-10-26
Woodward Financial Advisors, Inc.
INCREASED
Shares893 from 630
Change+263 (+42%)
Value$304.2K (+$81.6K)
Filed 2026-10-19
Level Financial Advisors
DECREASED
Shares892 from 902
Change-10 (-1%)
Value$303.9K (-$14.8K)
Filed 2026-10-13
Northland Securities, Inc.
DECREASED
Shares890 from 940
Change-50 (-5%)
Value$303.3K (-$28.9K)
Filed 2026-11-02
BayBridge Capital Group, LLC
DECREASED
Shares881 from 981
Change-100 (-10%)
Value$300.1K (-$46.4K)
Filed 2026-10-13
FSA Investment Group, LLC
DECREASED
Shares880 from 2,357
Change-1,477 (-63%)
Value$299.9K (-$532.9K)
Filed 2026-10-07
ARK & TLK Investments, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$299.9K (-$11.1K)
Filed 2026-10-20
Shakespeare Wealth Management, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$299.9K (-$11.0K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
DECREASED
Shares878 from 879
Change-1 (0%)
Value$299.3K (-$11.4K)
Filed 2026-10-28
Blossom Wealth Management
INCREASED
Shares877 from 847
Change+30 (+4%)
Value$298.9K (-$441)
Filed 2026-11-03
Thomas Story & SON LLC
INCREASED
Shares875 from 860
Change+15 (+2%)
Value$298.1K (-$5.7K)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares874 from 869
Change+5 (+1%)
Value$297.9K (-$9.1K)
Filed 2026-10-15
Beacon Financial Strategies Corp
DECREASED
Shares873 from 880
Change-7 (-1%)
Value$297.5K (-$13.5K)
Filed 2026-10-14
Fulcrum Equity Management
DECREASED
Shares871 from 971
Change-100 (-10%)
Value$296.8K (-$46.4K)
Filed 2026-10-21
Endowment Wealth Management, Inc.
INCREASED
Shares871 from 850
Change+21 (+2%)
Value$296.7K (-$3.7K)
Filed 2026-11-03
3 Factor Indexing, LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$296.6K (-$11.0K)
Filed 2026-10-15
PTM Wealth Management, LLC
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$299.6K (+$22.2K)
Filed 2026-10-23
Reicon Wealth Advisors, LLC
INCREASED
Shares868 from 793
Change+75 (+9%)
Value$295.8K (+$15.6K)
Filed 2026-11-04
Marathon Mission, Inc.
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$295.8K (-$10.9K)
Filed 2026-10-01
Paragon Private Wealth Management, LLC
DECREASED
Shares867 from 1,131
Change-264 (-23%)
Value$295.5K (-$104.1K)
Filed 2026-10-20
Carroll Advisory Group, LLC
INCREASED
Shares865 from 801
Change+64 (+8%)
Value$294.8K (+$11.7K)
Filed 2026-10-16
Cassilly Financial Group LLC
NEW
Shares864
Change+864
Value$294.4K
Filed 2026-10-07
6th Street Advisors, LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$293.1K (-$10.8K)
Filed 2026-10-14
Oasis Advisors, LLC
NEW
Shares856
Change+856
Value$291.9K
Filed 2026-10-16
BKM Wealth Management, LLC
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$290.7K (-$10.7K)
Filed 2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares852 from 1,203
Change-351 (-29%)
Value$290.3K (-$134.9K)
Filed 2026-10-15
Sard Wealth Management Group, LLC
NEW
Shares848
Change+848
Value$289.0K
Filed 2026-10-16
Total Investment Management Inc
INCREASED
Shares847 from 846
Change+1 (+0%)
Value$288.4K (-$13.4K)
Filed 2026-10-22
Argyle Capital Management, LLC
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$288.3K (-$10.7K)
Filed 2026-10-28
Breachway Investments LLC
INCREASED
Shares845 from 725
Change+120 (+17%)
Value$287.9K (+$31.8K)
Filed 2026-10-19
MN Wealth Advisors, LLC
DECREASED
Shares842 from 844
Change-2 (0%)
Value$287.0K (-$11.3K)
Filed 2026-10-23
Midwest Financial Group LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$286.8K (-$10.6K)
Filed 2026-10-15
Nvwm, LLC
INCREASED
Shares840 from 837
Change+3 (+0%)
Value$286.2K (-$9.5K)
Filed 2026-10-14
Walleye Partners, LLC
DECREASED
Shares840 from 842
Change-2 (0%)
Value$286.2K (-$11.3K)
Filed 2026-10-13
FWG Investments, Llc.
DECREASED
Shares838 from 903
Change-65 (-7%)
Value$285.6K (-$33.5K)
Filed 2026-11-03
Avion Wealth
INCREASED
Shares838 from 836
Change+2 (+0%)
Value$285.0K (-$10.0K)
Filed 2026-11-04
Cobblestone Asset Management LLC
INCREASED
Shares838 from 837
Change+1 (+0%)
Value$285.4K (-$10.4K)
Filed 2026-10-13
Keenan, LLC
INCREASED
Shares835 from 828
Change+7 (+1%)
Value$284.5K (-$8.0K)
Filed 2026-10-23
USAdvisors Wealth Management, LLC
DECREASED
Shares834 from 861
Change-27 (-3%)
Value$284.0K (-$20.0K)
Filed 2026-10-21
Invera Wealth Advisors, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$283.8K (-$10.5K)
Filed 2026-10-28
Hudson Oak Wealth Advisory LLC
DECREASED
Shares832 from 836
Change-4 (0%)
Value$283.5K (-$11.9K)
Filed 2026-10-16
Sage Investment Counsel LLC
INCREASED
Shares832 from 831
Change+1 (+0%)
Value$283.4K (-$10.4K)
Filed 2026-10-26
E6 Portfolios, LLC
INCREASED
Shares830 from 820
Change+10 (+1%)
Value$282.9K (-$6.7K)
Filed 2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW
Shares829
Change+829
Value$277.8K
Filed 2026-10-15
Purewater Capital LLC
INCREASED
Shares827 from 803
Change+24 (+3%)
Value$281.9K (-$1.8K)
Filed 2026-10-23
FF Advisors,LLC
DECREASED
Shares824 from 827
Change-3 (0%)
Value$280.8K (-$11.4K)
Filed 2026-10-21
Freedom Financial Partners LLC
DECREASED
Shares823 from 828
Change-5 (-1%)
Value$280.5K (-$12.0K)
Filed 2026-10-19
KOM Wealth Management Group, LLC
INCREASED
Shares818 from 808
Change+10 (+1%)
Value$278.7K (-$6.7K)
Filed 2026-10-15
NavPoint Financial, Inc.
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$276.0K (-$10.2K)
Filed 2026-10-21
Harbor Group, Inc.
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$274.6K (-$10.1K)
Filed 2026-10-14
AtlasMark Financial, Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$272.6K (-$10.1K)
Filed 2026-10-13
Wilsey Asset Management Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$272.6K (-$10.1K)
Filed 2026-10-21
Hourglass Capital, LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$271.9K (-$10.0K)
Filed 2026-10-26
Lawood & Co
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$271.6K (-$10.0K)
Filed 2026-10-09
Harpswell Capital Advisors, LLC
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$271.6K (-$10.0K)
Filed 2026-10-09
Mcrae Capital Management Inc
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$271.2K (-$10.0K)
Filed 2026-10-15
Clear Point Advisors Inc.
INCREASED
Shares794 from 754
Change+40 (+5%)
Value$270.6K (+$4.1K)
Filed 2026-10-30
Braun-Bostich & Associates Inc.
INCREASED
Shares786 from 706
Change+80 (+11%)
Value$267.8K (+$18.4K)
Filed 2026-10-20
Todd Wealth Management, LLC
DECREASED
Shares786 from 836
Change-50 (-6%)
Value$267.9K (-$27.5K)
Filed 2026-10-19
Tepp RIA, LLC
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$266.5K (-$9.8K)
Filed 2026-10-14
First Growth Capital LLC
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$266.5K (-$9.8K)
Filed 2026-10-15
Ackerman Capital Advisors, LLC
NEW
Shares778
Change+778
Value$265.1K
Filed 2026-10-30
Capstone Capital LLC
DECREASED
Shares778 from 782
Change-4 (-1%)
Value$265.1K (-$11.2K)
Filed 2026-10-14
Hardin Capital Partners, LLC
NEW
Shares775
Change+775
Value$264.1K
Filed 2026-10-09
Post Resch Tallon Group Inc.
DECREASED
Shares772 from 807
Change-35 (-4%)
Value$263.1K (-$22.1K)
Filed 2026-10-09
Summit Investment Advisory Services, LLC
UNCHANGED
Shares772 from 772
Change0 (0%)
Value$263.1K (-$9.7K)
Filed 2026-11-03
Platt Wealth Management LLC
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$262.0K (-$10.0K)
Filed 2026-11-04
Cornerstone Wealth, LLC
DECREASED
Shares770 from 820
Change-50 (-6%)
Value$244.3K (-$59.3K)
Filed 2026-10-28
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares769 from 725
Change+44 (+6%)
Value$262.0K (+$5.8K)
Filed 2026-10-16
Skyline Advisors, Inc.
INCREASED
Shares768 from 668
Change+100 (+15%)
Value$261.8K (+$25.7K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
INCREASED
Shares767 from 756
Change+11 (+1%)
Value$261.4K (-$5.8K)
Filed 2026-10-15
Valpey Financial Services, LLC
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$261.3K (-$9.7K)
Filed 2026-10-30
Brown Financial Advisory
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$261.3K (-$9.7K)
Filed 2026-11-05
Grantvest Financial Group LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$261.1K (-$9.6K)
Filed 2026-10-21
Sunrise Financial Services, LLC
DECREASED
Shares763 from 803
Change-40 (-5%)
Value$260.0K (-$23.7K)
Filed 2026-10-21
Farrell Financial LLC
DECREASED
Shares763 from 784
Change-21 (-3%)
Value$259.8K (-$17.2K)
Filed 2026-10-16
Granville Capital, Inc.
INCREASED
Shares761 from 407
Change+354 (+87%)
Value$259.3K (+$115.5K)
Filed 2026-11-05
Evolution Advisers, Inc.
INCREASED
Shares761 from 613
Change+148 (+24%)
Value$261.7K (+$45.7K)
Filed 2026-11-06
Seven Hills Financial, LLC
NEW
Shares760
Change+760
Value$258.9K
Filed 2026-10-13
Virtus Wealth Solutions LLC
INCREASED
Shares758 from 722
Change+36 (+5%)
Value$258.3K (+$3.1K)
Filed 2026-11-03
Redwood Park Advisors LLC
INCREASED
Shares757 from 649
Change+108 (+17%)
Value$258.1K (+$28.8K)
Filed 2026-11-02
Global View Capital Management LLC
DECREASED
Shares756 from 802
Change-46 (-6%)
Value$257.6K (-$25.8K)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares756 from 755
Change+1 (+0%)
Value$257.6K (-$9.2K)
Filed 2026-10-15
American Financial & TAX Strategies Inc
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$257.3K (-$9.5K)
Filed 2026-10-16
Reliant Investment Management, LLC
NEW
Shares753
Change+753
Value$256.6K
Filed 2026-10-14
Stephenson & Company, Inc.
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$256.1K (-$9.4K)
Filed 2026-10-30
JHP Wealth Management, LLC
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$255.9K (-$9.5K)
Filed 2026-11-06
Echo Wealth Management, LLC
DECREASED
Shares749 from 784
Change-35 (-4%)
Value$255.2K (-$21.8K)
Filed 2026-10-15
DiNuzzo Private Wealth, Inc.
INCREASED
Shares743 from 513
Change+230 (+45%)
Value$253.2K (+$71.9K)
Filed 2026-10-16
Stanich Group LLC
DECREASED
Shares733 from 969
Change-236 (-24%)
Value$249.7K (-$92.6K)
Filed 2026-10-16
McNaughton Wealth Management, LLC
INCREASED
Shares732 from 598
Change+134 (+22%)
Value$249.4K (+$38.1K)
Filed 2026-10-09
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares732 from 733
Change-1 (0%)
Value$249.5K (-$9.5K)
Filed 2026-10-07
Layline Advisors, LLC
INCREASED
Shares731 from 698
Change+33 (+5%)
Value$249.2K (+$2.5K)
Filed 2026-11-02
Cowa, LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$248.7K (-$9.2K)
Filed 2026-10-30
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares726 from 697
Change+29 (+4%)
Value$247.5K (+$907)
Filed 2026-10-19
Integrated Financial Solutions, Inc.
INCREASED
Shares721 from 679
Change+42 (+6%)
Value$245.7K (+$5.8K)
Filed 2026-10-09
Gibson Capital, LLC
DECREASED
Shares720 from 9,333
Change-8,613 (-92%)
Value$245.3K (-$3.1M)
Filed 2026-10-23
Seven Post Investment Office LP
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$245.3K (-$9.1K)
Filed 2026-10-26
Turn8 Private Wealth Inc.
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$245.0K (-$9.1K)
Filed 2026-11-05
Andrews Advisory Associates, LLC
NEW
Shares718
Change+718
Value$244.6K
Filed 2026-10-15
Rolek Wealth Management LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$243.8K (-$8.9K)
Filed 2026-10-21
Good Steward Wealth Advisors,LLC
INCREASED
Shares713 from 711
Change+2 (+0%)
Value$242.9K (-$8.3K)
Filed 2026-11-06
Enhancing Capital LLC
INCREASED
Shares712 from 704
Change+8 (+1%)
Value$242.6K (-$6.1K)
Filed 2026-10-26
Forthright Family Wealth Advisory LLC
DECREASED
Shares706 from 707
Change-1 (0%)
Value$240.6K (-$9.2K)
Filed 2026-11-03
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$240.6K (-$8.4K)
Filed 2026-11-06
Aquire Wealth Advisors, LLC
DECREASED
Shares704 from 726
Change-22 (-3%)
Value$239.9K (-$16.9K)
Filed 2026-10-23
Alkeme Wealth, LLC
DECREASED
Shares702 from 732
Change-30 (-4%)
Value$239.2K (-$19.4K)
Filed 2026-10-08
SRH Advisors, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$238.5K (-$8.8K)
Filed 2026-10-22
StrongBox Wealth, LLC
INCREASED
Shares694 from 691
Change+3 (+0%)
Value$236.5K (-$7.7K)
Filed 2026-11-02
Smith Asset Management Co., LLC
NEW
Shares693
Change+693
Value$236.4K
Filed 2026-10-16
KRM Wealth Management L.L.C.
INCREASED
Shares693 from 606
Change+87 (+14%)
Value$236.0K (+$21.8K)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$236.1K (-$8.7K)
Filed 2026-10-08
Andina Capital Management, LLC
DECREASED
Shares690 from 770
Change-80 (-10%)
Value$235.1K (-$37.0K)
Filed 2026-10-21
Alessandra Capital Management, LLC
INCREASED
Shares690 from 640
Change+50 (+8%)
Value$235.1K (+$9.0K)
Filed 2026-10-30
Torrey Growth & Income Advisors
INCREASED
Shares687 from 684
Change+3 (+0%)
Value$239.0K (-$3.7K)
Filed 2026-11-04
Hardworking Capital Advisors, LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$233.8K (-$8.5K)
Filed 2026-10-20
Shelton Wealth Management, LLC
NEW
Shares685
Change+685
Value$233.4K
Filed 2026-10-16
True Blue Financial, LLC
DECREASED
Shares682 from 700
Change-18 (-3%)
Value$232.4K (-$14.9K)
Filed 2026-10-15
Old North State Wealth Management, LLC
INCREASED
Shares682 from 668
Change+14 (+2%)
Value$233.4K (-$3.3K)
Filed 2026-10-22
Independent Wealth Advisors LLC
DECREASED
Shares680 from 701
Change-21 (-3%)
Value$231.5K (-$16.2K)
Filed 2026-10-27
Eagle Harbor Asset Management Inc
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$231.7K (-$8.6K)
Filed 2026-10-21
J. Team Financial, Inc.
DECREASED
Shares677 from 884
Change-207 (-23%)
Value$230.6K (-$81.9K)
Filed 2026-11-03
Greater Midwest Financial Group, LLC
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$230.5K (-$8.4K)
Filed 2026-10-13
Shaker Investments LLC
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$230.3K (-$8.5K)
Filed 2026-11-05
Israel Discount Bank of New York
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$229.0K (-$8.5K)
Filed 2026-10-14
T3 Companies, LLC
DECREASED
Shares670 from 1,260
Change-590 (-47%)
Value$228.3K (-$216.9K)
Filed 2026-10-22
SWF LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$228.3K (-$8.4K)
Filed 2026-11-05
Bannerman Wealth Management Group, LLC
DECREASED
Shares666 from 716
Change-50 (-7%)
Value$226.9K (-$26.1K)
Filed 2026-10-09
Strategic Wealth Advisors LLC
INCREASED
Shares663 from 652
Change+11 (+2%)
Value$225.9K (+$225.7K)
Filed 2026-11-06
Fortress Financial Group, LLC
INCREASED
Shares663 from 659
Change+4 (+1%)
Value$226.0K (-$6.8K)
Filed 2026-10-21
CGC Financial Services, LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$225.9K (-$8.3K)
Filed 2026-10-13
Eubel Brady & Suttman Asset Management Inc
NEW
Shares656
Change+656
Value$224.0K
Filed 2026-11-04
City Center Advisors, LLC
NEW
Shares656
Change+656
Value$223.5K
Filed 2026-10-08
Avalon Advisory Group
DECREASED
Shares655 from 679
Change-24 (-4%)
Value$223.2K (-$16.7K)
Filed 2026-10-20
eCIO, Inc.
DECREASED
Shares653 from 1,039
Change-386 (-37%)
Value$225.0K (-$142.1K)
Filed 2026-11-02
Rede Wealth, LLC
INCREASED
Shares650 from 635
Change+15 (+2%)
Value$221.5K (-$2.9K)
Filed 2026-10-22
CrossGen Wealth, LLC
INCREASED
Shares650 from 641
Change+9 (+1%)
Value$221.3K (-$5.3K)
Filed 2026-10-30
Kings Path Partners LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$220.5K (-$8.1K)
Filed 2026-10-21
Pearl Planning LLC
INCREASED
Shares643 from 639
Change+4 (+1%)
Value$219.2K (-$6.7K)
Filed 2026-10-13
Lauer Wealth, LLC
NEW
Shares642
Change+642
Value$221.4K
Filed 2026-10-13
Northwest Financial Advisors
DECREASED
Shares640 from 701
Change-61 (-9%)
Value$218.2K (-$29.6K)
Filed 2026-10-27
Crystal Cove Asset Management, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$218.1K (-$8.1K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares638 from 7,732
Change-7,094 (-92%)
Value$217.4K (-$2.5M)
Filed 2026-10-14
Schorn Wealth LLC
INCREASED
Shares638 from 637
Change+1 (+0%)
Value$217.3K (-$8.0K)
Filed 2026-10-14
Millennium Capital Advisors, LLC
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$217.4K (-$8.0K)
Filed 2026-10-16
Navigate Wealth Management, LLC
NEW
Shares636
Change+636
Value$221.2K
Filed 2026-10-14
FNY Investment Advisers, LLC
INCREASED
Shares636 from 318
Change+318 (+100%)
Value$216.0K (+$104.0K)
Filed 2026-10-16
Lane Brothers & Co Inc
DECREASED
Shares636 from 833
Change-197 (-24%)
Value$216.7K (-$77.6K)
Filed 2026-11-02
PPS&V Asset Management Consultants, Inc.
INCREASED
Shares636 from 572
Change+64 (+11%)
Value$216.7K (+$14.6K)
Filed 2026-10-06
Madson Wealth Advisors Inc
DECREASED
Shares633 from 643
Change-10 (-2%)
Value$215.5K (-$11.5K)
Filed 2026-10-13
Gallacher Capital Management LLC
NEW
Shares628
Change+628
Value$214.0K
Filed 2026-10-30
Joel Adams & Associates, Inc.
NEW
Shares628
Change+628
Value$214.0K
Filed 2026-11-02
Collaborative Wealth Managment Inc.
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$214.0K (-$7.9K)
Filed 2026-11-06
Rockport Wealth LLC
DECREASED
Shares626 from 1,122
Change-496 (-44%)
Value$213.3K (-$183.1K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares621
Change+621
Value$211.6K
Filed 2026-10-19
Fairway Wealth LLC
INCREASED
Shares621 from 42
Change+579 (+1379%)
Value$211.6K (+$196.8K)
Filed 2026-10-30
Allodium Investment Consultants, LLC
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$210.9K (-$7.8K)
Filed 2026-10-14
Heffernan Advisory, Inc
INCREASED
Shares615 from 574
Change+41 (+7%)
Value$209.6K (+$6.7K)
Filed 2026-10-13
Walker Financial Services, Inc.
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$207.8K (-$7.5K)
Filed 2026-10-26
Aspect Partners, LLC
INCREASED
Shares605 from 599
Change+6 (+1%)
Value$206.1K (-$5.5K)
Filed 2026-10-20
Ferguson Johnson Wealth Management Inc
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$205.8K (-$7.2K)
Filed 2026-11-05
Trinity Wealth Management, LLC
DECREASED
Shares602 from 717
Change-115 (-16%)
Value$205.1K (-$48.2K)
Filed 2026-10-13
Hegarty Advisors, LLC
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$204.8K (-$7.6K)
Filed 2026-10-20
FMA Wealth Management, LLC
DECREASED
Shares600 from 625
Change-25 (-4%)
Value$204.4K (-$16.4K)
Filed 2026-10-21
Pioneer Family Office, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$204.4K (-$7.6K)
Filed 2026-10-30
Scratch Capital LLC
NEW
Shares599
Change+599
Value$204.1K
Filed 2026-11-02
Jordan Park Trust Co LLC
DECREASED
Shares592 from 646
Change-54 (-8%)
Value$201.7K (-$26.5K)
Filed 2026-10-19
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$201.7K (-$7.4K)
Filed 2026-11-03
Portland Financial Advisors Inc
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$201.7K (-$7.5K)
Filed 2026-10-26
Compass Financial Services Inc
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$200.6K (-$7.3K)
Filed 2026-11-06
Rebalance, LLC
NEW
Shares587
Change+587
Value$200.0K
Filed 2026-10-22
Reyes Financial Architecture, Inc.
INCREASED
Shares574 from 555
Change+19 (+3%)
Value$195.6K (-$513)
Filed 2026-10-22
Key Capital Management, Inc
DECREASED
Shares566 from 635
Change-69 (-11%)
Value$192.9K (-$31.5K)
Filed 2026-11-03
Elevate Wealth Advisory, Inc
INCREASED
Shares541 from 466
Change+75 (+16%)
Value$184.3K (+$19.7K)
Filed 2026-10-29
Raleigh Capital Management Inc.
INCREASED
Shares540 from 519
Change+21 (+4%)
Value$184.1K (+$655)
Filed 2026-10-28
Westchester Capital Management, Inc.
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$184.0K (-$6.8K)
Filed 2026-10-23
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$173.2K (-$17.6K)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
DECREASED
Shares534 from 562
Change-28 (-5%)
Value$182.0K (-$16.6K)
Filed 2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$181.5K (-$6.7K)
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
NEW
Shares523
Change+523
Value$178.2K
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares523 from 455
Change+68 (+15%)
Value$178.1K (+$17.5K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
INCREASED
Shares521 from 441
Change+80 (+18%)
Value$177.5K (+$21.7K)
Filed 2026-11-04
West Financial Advisors, LLC
DECREASED
Shares519 from 523
Change-4 (-1%)
Value$176.8K (-$7.9K)
Filed 2026-10-22
Creative Capital Management Investments LLC
INCREASED
Shares510 from 357
Change+153 (+43%)
Value$173.7K (+$47.7K)
Filed 2026-10-28
Prism Planning Partners LLC
NEW
Shares506
Change+506
Value$172.4K
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$171.0K (-$6.3K)
Filed 2026-10-28
Roxbury Financial LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$166.9K (-$6.1K)
Filed 2026-10-01
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares486 from 481
Change+5 (+1%)
Value$165.6K (-$4.4K)
Filed 2026-10-30
Lynch Investment Planning, LLC
NEW
Shares463
Change+463
Value$157.7K
Filed 2026-10-27
Provident Wealth Management, LLC
DECREASED
Shares463 from 720
Change-257 (-36%)
Value$157.8K (-$96.6K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$151.3K (-$5.6K)
Filed 2026-10-15
Clark Wealth Partners
INCREASED
Shares431 from 295
Change+136 (+46%)
Value$146.9K (+$42.6K)
Filed 2026-10-19
Towne Trust Company, N.a
INCREASED
Shares429 from 134
Change+295 (+220%)
Value$146.2K (+$98.8K)
Filed 2026-10-28
Burkett Financial Services, LLC
NEW
Shares426
Change+426
Value$145.2K
Filed 2026-10-01
BankChampaign, National Association
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$141.4K (-$5.2K)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares410 from 254
Change+156 (+61%)
Value$139.8K (+$50.2K)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$136.3K (-$5.0K)
Filed 2026-10-26
Wormser Freres Gestion
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$134.9K (-$9.3K)
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares392 from 720
Change-328 (-46%)
Value$133.7K (-$120.8K)
Filed 2026-10-28
Horizons Wealth Management
NEW
Shares380
Change+380
Value$129.5K
Filed 2026-10-05
PFS Partners, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$129.6K (-$4.8K)
Filed 2026-10-21
Carolina Wealth Advisors, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$126.8K (-$4.7K)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$124.3K (-$4.6K)
Filed 2026-10-01
Bare Financial Services, Inc
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$123.7K (-$4.6K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares361 from 271
Change+90 (+33%)
Value$123.0K (+$27.3K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$120.6K (-$8.3K)
Filed 2026-10-20
Gleason Group, Inc.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$113.6K (-$4.1K)
Filed 2026-10-15
Friedenthal Financial
INCREASED
Shares329 from 314
Change+15 (+5%)
Value$112.1K (+$1.2K)
Filed 2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$109.1K (-$4.0K)
Filed 2026-10-23
Essex Investment Management Co LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$109.0K (-$4.0K)
Filed 2026-10-19
1620 Investment Advisors, Inc.
INCREASED
Shares306 from 305
Change+1 (+0%)
Value$104.3K (-$3.9K)
Filed 2026-11-04
Fairman Group, LLC
INCREASED
Shares305 from 216
Change+89 (+41%)
Value$103.9K (+$27.6K)
Filed 2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$97.1K (-$3.6K)
Filed 2026-10-15
Copeland Capital Management, LLC
DECREASED
Shares280 from 420
Change-140 (-33%)
Value$95.4K (-$53.0K)
Filed 2026-10-13
One River Asset Management, LLC
NEW
Shares273
Change+273
Value$93.0K
Filed 2026-10-21
Sellwood Investment Partners LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$88.9K (-$3.3K)
Filed 2026-11-03
Hoese & Co LLP
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$88.6K (-$3.3K)
Filed 2026-10-21
Torren Management, LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$87.8K (-$3.2K)
Filed 2026-10-29
Richardson Capital Management LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$87.2K (-$3.2K)
Filed 2026-10-23
Lynch Asset Management, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$76.7K (-$2.8K)
Filed 2026-10-28
Blueline Advisors LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$75.0K (-$2.8K)
Filed 2026-10-15
Kingdom Financial Group Llc.
DECREASED
Shares219 from 350
Change-131 (-37%)
Value$74.7K (-$49.0K)
Filed 2026-11-04
Horrell Capital Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$68.1K (-$2.5K)
Filed 2026-10-08
Peterson Wealth Management
DECREASED
Shares187 from 201
Change-14 (-7%)
Value$63.7K (-$7.3K)
Filed 2026-11-06
Armor Investment Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$61.3K (-$2.3K)
Filed 2026-10-27
Dakota Community Bank & Trust NA
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$61.3K (-$2.3K)
Filed 2026-10-09
Team Financial Group, LLC
NEW
Shares176
Change+176
Value$60.1K
Filed 2026-10-30
Harbor Capital Advisors, Inc.
NEW
Shares161
Change+161
Value$55.0K
Filed 2026-10-22
POM Investment Strategies, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$54.9K (-$2.0K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares147 from 148
Change-1 (-1%)
Value$50.1K (-$2.2K)
Filed 2026-10-30
Fiduciary Advisors, Inc.
DECREASED
Shares141 from 173
Change-32 (-18%)
Value$48.0K (-$13.1K)
Filed 2026-10-16
RMG Wealth Management LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$36.6K (-$2.4K)
Filed 2026-10-26
Livelsberger Financial Advisory
NEW
Shares110
Change+110
Value$37.5K
Filed 2026-10-28
Clayton Financial Group LLC
NEW
Shares109
Change+109
Value$37.1K
Filed 2026-10-13
WestEnd Advisors, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$36.1K (-$1.3K)
Filed 2026-10-27
Eukles Asset Management
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$35.1K (-$1.3K)
Filed 2026-11-04
Shengqi Capital (Hong Kong) Ltd
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$34.1K (-$1.3K)
Filed 2026-11-05
Robbins Farley
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$34.1K (-$1.3K)
Filed 2026-10-21
Transce3nd, LLC
NEW
Shares94
Change+94
Value$31.1K
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$30.3K (-$1.1K)
Filed 2026-10-14
CKW Financial Group
DECREASED
Shares80 from 94
Change-14 (-15%)
Value$27.0K (+$27.0K)
Filed 2026-10-29
Monetary Solutions, Ltd
INCREASED
Shares75 from 60
Change+15 (+25%)
Value$25.6K (+$4.4K)
Filed 2026-10-22
MH & Associates Securities Management Corp
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$25.6K (-$944)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
INCREASED
Shares73 from 31
Change+42 (+135%)
Value$24.9K (+$13.9K)
Filed 2026-10-23
RHL Group, LLC
DECREASED
Shares62 from 187
Change-125 (-67%)
Value$21.2K (-$44.9K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares52 from 51
Change+1 (+2%)
Value$17.7K (-$448)
Filed 2026-11-02
Equitec Proprietary Markets, LLC
DECREASED
Shares40 from 50
Change-10 (-20%)
Value$13.6K (-$4.0K)
Filed 2026-11-04
Luken Investment Analytics, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$13.6K (-$503)
Filed 2026-11-06
NorthAvenue LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$11.9K (-$441)
Filed 2026-10-29
Newton One Investments LLC
NEW
Shares34
Change+34
Value$11.6K
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$11.6K (-$428)
Filed 2026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$9.9K (-$366)
Filed 2026-10-14
Financially Speaking Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$7.2K (+$1.1K)
Filed 2026-11-05
Whipplewood Advisors, LLC
DECREASED
Shares17 from 128
Change-111 (-87%)
Value$5.8K (-$39.4K)
Filed 2026-10-20
Foresight Capital Management Advisors, Inc.
NEW
Shares5
Change+5
Value$1.7K
Filed 2026-10-27
Decker Retirement Planning Inc.
DECREASED
Shares5 from 162
Change-157 (-97%)
Value$1.8K (-$55.3K)
Filed 2026-10-19
Schuylkill Financial LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$685 (-$25)
Filed 2026-10-21
Nichols & Pratt Advisers LLP
CLOSED
Shares0 from 422,142
Change-422,142 (-100%)
Value$0 (-$149.2M)
Filed 2026-10-13
BSN Capital Partners Ltd
CLOSED
Shares0 from 340,404
Change-340,404 (-100%)
Value$0 (-$120.2M)
Filed 2026-10-23
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 189,800
Change-189,800 (-100%)
Value$0 (-$67.1M)
Filed 2026-11-04
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 85,673
Change-85,673 (-100%)
Value$0 (-$30.3M)
Filed 2026-11-03
M & L Capital Management Ltd
CLOSED
Shares0 from 36,980
Change-36,980 (-100%)
Value$0 (-$13.1M)
Filed 2026-10-26
Wilson Asset Management (International) PTY LTD
CLOSED
Shares0 from 36,474
Change-36,474 (-100%)
Value$0 (-$12.9M)
Filed 2026-10-26
TBH Global Asset Management, LLC
CLOSED
Shares0 from 35,525
Change-35,525 (-100%)
Value$0 (-$12.6M)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 34,927
Change-34,927 (-100%)
Value$0 (-$12.3M)
Filed 2026-11-03
Steadview Capital Management LLC
CLOSED
Shares0 from 32,100
Change-32,100 (-100%)
Value$0 (-$11.3M)
Filed 2026-10-28
SeaTown Holdings Pte. Ltd.
CLOSED
Shares0 from 26,000
Change-26,000 (-100%)
Value$0 (-$9.2M)
Filed 2026-10-07
Leonteq Securities AG
CLOSED
Shares0 from 22,802
Change-22,802 (-100%)
Value$0 (-$8.1M)
Filed 2026-10-29
DBA Trading, LLC
CLOSED
Shares0 from 19,600
Change-19,600 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-04
Center for Financial Planning, Inc.
CLOSED
Shares0 from 19,567
Change-19,567 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 18,074
Change-18,074 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 13,751
Change-13,751 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 12,915
Change-12,915 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-05
Q3 Asset Management
CLOSED
Shares0 from 12,150
Change-12,150 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-06
Barrett & Company, Inc.
CLOSED
Shares0 from 11,957
Change-11,957 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-22
Capelight Capital Asset Management LP
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-23
CenterStar Asset Management, LLC
CLOSED
Shares0 from 9,880
Change-9,880 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-09
ABC Arbitrage SA
CLOSED
Shares0 from 8,845
Change-8,845 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-23
Surience Private Wealth LLC
CLOSED
Shares0 from 8,609
Change-8,609 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-16
Monashee Investment Management LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-06
Victrix Investment Advisors
CLOSED
Shares0 from 5,447
Change-5,447 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-13
Hussman Strategic Advisors, Inc.
CLOSED
Shares0 from 4,200
Change-4,200 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Strategic Equity Management
CLOSED
Shares0 from 3,717
Change-3,717 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Keystone Global Partners, LLC
CLOSED
Shares0 from 3,640
Change-3,640 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Moneywise, Inc.
CLOSED
Shares0 from 3,597
Change-3,597 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-30
Lauterbach Financial Advisors, LLC
CLOSED
Shares0 from 3,245
Change-3,245 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Trace Wealth Advisors, LLC
CLOSED
Shares0 from 3,022
Change-3,022 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-30
Life Planning Partners, Inc
CLOSED
Shares0 from 2,341
Change-2,341 (-100%)
Value$0 (-$827.1K)
Filed 2026-10-28
Scarborough Advisors, LLC
CLOSED
Shares0 from 2,330
Change-2,330 (-100%)
Value$0 (-$834.7K)
Filed 2026-10-16
Newport Capital Group, LLC
CLOSED
Shares0 from 2,011
Change-2,011 (-100%)
Value$0 (-$710.4K)
Filed 2026-10-16
Impact Investors, Inc
CLOSED
Shares0 from 1,675
Change-1,675 (-100%)
Value$0 (-$591.8K)
Filed 2026-11-02
Retirement Solution LLC
CLOSED
Shares0 from 1,381
Change-1,381 (-100%)
Value$0 (-$488.1K)
Filed 2026-10-27
Verus Wealth Management, LLC
CLOSED
Shares0 from 1,321
Change-1,321 (-100%)
Value$0 (-$466.7K)
Filed 2026-10-13
Summit Place Financial Advisors, LLC
CLOSED
Shares0 from 1,194
Change-1,194 (-100%)
Value$0 (-$421.9K)
Filed 2026-10-23
BancFirst Trust & Investment Management
CLOSED
Shares0 from 829
Change-829 (-100%)
Value$0 (-$291.2K)
Filed 2026-10-30
Belvedere Trading LLC
CLOSED
Shares0 from 774
Change-774 (-100%)
Value$0 (-$273.5K)
Filed 2026-11-05
Certior Financial Group, LLC
CLOSED
Shares0 from 769
Change-769 (-100%)
Value$0 (-$271.8K)
Filed 2026-10-19
DMC Group, LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$265.0K)
Filed 2026-10-26
Mach-1 Financial Group, LLC
CLOSED
Shares0 from 689
Change-689 (-100%)
Value$0 (-$243.4K)
Filed 2026-11-06
GEM Asset Management, LLC
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$238.4K)
Filed 2026-10-13
Schwallier Wealth Management LLC
CLOSED
Shares0 from 674
Change-674 (-100%)
Value$0 (-$238.3K)
Filed 2026-11-05
Aspetuck Financial Management LLC
CLOSED
Shares0 from 673
Change-673 (-100%)
Value$0 (-$237.8K)
Filed 2026-11-04
Arbor Capital Management Inc
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-21
Silver Lake Advisory, LLC
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-22
Attessa Capital LLC
CLOSED
Shares0 from 638
Change-638 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-09
Epiq Partners, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-07
Lakewood Asset Management LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-26
Peterson Wealth Advisors, LLC
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-08
Veratis Advisors, Inc.
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-03
FC Advisory LLC
CLOSED
Shares0 from 583
Change-583 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-05
Wise Wealth Partners
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-14
FinDec Wealth Services, Inc.
CLOSED
Shares0 from 578
Change-578 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-30
Kitching Partners, LLC
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$203.9K)
Filed 2026-11-02
Horizon Advisory Services, Inc.
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-29
Graham Capital Wealth Management, LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-26
Financial Concepts Unlimited, Inc.
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 444
Change-444 (-100%)
Value$0 (-$156.8K)
Filed 2026-10-26
Kroeger Financial Partners
CLOSED
Shares0 from 425
Change-425 (-100%)
Value$0 (-$150.2K)
Filed 2026-10-19
Portfolio Resources Advisor Group, Inc.
CLOSED
Shares0 from 322
Change-322 (-100%)
Value$0 (-$113.8K)
Filed 2026-10-20
Evergreen Private Wealth LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$106.0K)
Filed 2026-10-30
Summer Road LLC
CLOSED
Shares0 from 280
Change-280 (-100%)
Value$0 (-$98.9K)
Filed 2026-11-05
Sims Investment Management, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$90.7K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 243
Change-243 (-100%)
Value$0 (-$85.9K)
Filed 2026-10-26
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$71)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$70.7K)
Filed 2026-10-20
Davies Financial Advisors, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-09
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$6.6M (-$316.5K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 369,922,502
Change-369,922,502 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 306,936,860
Change-306,936,860 (-100%)
Value—
State Street Corp
N/A
Shares— from 190,923,442
Change-190,923,442 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 137,833,254
Change-137,833,254 (-100%)
Value—
FMR LLC
N/A
Shares— from 121,958,993
Change-121,958,993 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 78,666,550
Change-78,666,550 (-100%)
Value—
Norges Bank
N/A
Shares— from 74,788,768
Change-74,788,768 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 72,425,149
Change-72,425,149 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 66,090,301
Change-66,090,301 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 59,258,327
Change-59,258,327 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 52,301,235
Change-52,301,235 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 42,891,466
Change-42,891,466 (-100%)
Value—
Capital World Investors
N/A
Shares— from 42,451,592
Change-42,451,592 (-100%)
Value—
Capital International Investors
N/A
Shares— from 42,042,459
Change-42,042,459 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 36,669,121
Change-36,669,121 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,352,900
Change-33,352,900 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 32,618,930
Change-32,618,930 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 32,582,675
Change-32,582,675 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 31,462,848
Change-31,462,848 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 30,200,482
Change-30,200,482 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 30,072,304
Change-30,072,304 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 28,819,203
Change-28,819,203 (-100%)
Value—
Berkshire Hathaway Inc
N/A
Shares— from 27,188,433
Change-27,188,433 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 27,117,328
Change-27,117,328 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,662,141
Change-22,662,141 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 20,996,187
Change-20,996,187 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,222,797
Change-19,222,797 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 18,685,128
Change-18,685,128 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 17,209,454
Change-17,209,454 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 15,167,431
Change-15,167,431 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 14,331,673
Change-14,331,673 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 14,012,220
Change-14,012,220 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,449,662
Change-13,449,662 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 13,037,040
Change-13,037,040 (-100%)
Value—
Dodge & COX
N/A
Shares— from 11,961,097
Change-11,961,097 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,770,364
Change-10,770,364 (-100%)
Value—
National Pension Service
N/A
Shares— from 10,550,690
Change-10,550,690 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,525,956
Change-10,525,956 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,191,006
Change-10,191,006 (-100%)
Value—
TCI Fund Management LtdA
N/A
Shares— from 9,938,819
Change-9,938,819 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,650,123
Change-9,650,123 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 9,358,074
Change-9,358,074 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 9,233,281
Change-9,233,281 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 9,047,039
Change-9,047,039 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 8,956,115
Change-8,956,115 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 8,841,020
Change-8,841,020 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 8,800,064
Change-8,800,064 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,752,111
Change-8,752,111 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,249,403
Change-8,249,403 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,878,773
Change-7,878,773 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 7,841,228
Change-7,841,228 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,665,119
Change-7,665,119 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 7,316,252
Change-7,316,252 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,154,783
Change-7,154,783 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,050,507
Change-7,050,507 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 7,007,408
Change-7,007,408 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 6,902,090
Change-6,902,090 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,751,217
Change-6,751,217 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,398,288
Change-6,398,288 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,347,769
Change-6,347,769 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,271,798
Change-6,271,798 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 6,181,965
Change-6,181,965 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,865,283
Change-5,865,283 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,713,866
Change-5,713,866 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,449,691
Change-5,449,691 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 5,399,060
Change-5,399,060 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 4,861,492
Change-4,861,492 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 4,829,427
Change-4,829,427 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 4,770,539
Change-4,770,539 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,693,417
Change-4,693,417 (-100%)
Value—
Aviva PLC
N/A
Shares— from 4,516,261
Change-4,516,261 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,451,703
Change-4,451,703 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 4,334,298
Change-4,334,298 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 4,315,100
Change-4,315,100 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 4,315,051
Change-4,315,051 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 4,215,120
Change-4,215,120 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,038,284
Change-4,038,284 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 4,033,340
Change-4,033,340 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,987,329
Change-3,987,329 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 3,958,271
Change-3,958,271 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,931,213
Change-3,931,213 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,922,083
Change-3,922,083 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,839,822
Change-3,839,822 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,758,007
Change-3,758,007 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,643,303
Change-3,643,303 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,584,303
Change-3,584,303 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,501,281
Change-3,501,281 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,461,072
Change-3,461,072 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,442,790
Change-3,442,790 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 3,339,577
Change-3,339,577 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 3,308,997
Change-3,308,997 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 3,179,428
Change-3,179,428 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,123,535
Change-3,123,535 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 3,114,324
Change-3,114,324 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 3,087,822
Change-3,087,822 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,085,305
Change-3,085,305 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 3,048,077
Change-3,048,077 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,998,152
Change-2,998,152 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 2,972,569
Change-2,972,569 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,953,724
Change-2,953,724 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 2,854,989
Change-2,854,989 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,841,176
Change-2,841,176 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,807,655
Change-2,807,655 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 2,762,046
Change-2,762,046 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 2,716,368
Change-2,716,368 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 2,700,266
Change-2,700,266 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,684,233
Change-2,684,233 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,613,889
Change-2,613,889 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,545,533
Change-2,545,533 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,541,090
Change-2,541,090 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,475,279
Change-2,475,279 (-100%)
Value—
Himalaya Capital Management LLC
N/A
Shares— from 2,451,300
Change-2,451,300 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,379,304
Change-2,379,304 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,378,854
Change-2,378,854 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,372,804
Change-2,372,804 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,270,683
Change-2,270,683 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 2,247,137
Change-2,247,137 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,234,573
Change-2,234,573 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 2,228,776
Change-2,228,776 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,201,535
Change-2,201,535 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,192,491
Change-2,192,491 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 2,165,218
Change-2,165,218 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,152,628
Change-2,152,628 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 2,131,498
Change-2,131,498 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,104,869
Change-2,104,869 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 2,060,139
Change-2,060,139 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 2,007,007
Change-2,007,007 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,002,887
Change-2,002,887 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,989,260
Change-1,989,260 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 1,968,600
Change-1,968,600 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,945,094
Change-1,945,094 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,937,306
Change-1,937,306 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,887,909
Change-1,887,909 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,873,117
Change-1,873,117 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 1,850,000
Change-1,850,000 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,813,910
Change-1,813,910 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 1,800,000
Change-1,800,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,761,000
Change-1,761,000 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,729,332
Change-1,729,332 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 1,699,969
Change-1,699,969 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,690,618
Change-1,690,618 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,683,439
Change-1,683,439 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 1,682,807
Change-1,682,807 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 1,679,653
Change-1,679,653 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,648,248
Change-1,648,248 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,635,199
Change-1,635,199 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,633,092
Change-1,633,092 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,622,321
Change-1,622,321 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,594,027
Change-1,594,027 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,587,685
Change-1,587,685 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,575,815
Change-1,575,815 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,504,820
Change-1,504,820 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,497,396
Change-1,497,396 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,487,716
Change-1,487,716 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,484,982
Change-1,484,982 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,481,466
Change-1,481,466 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,442,118
Change-1,442,118 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,429,431
Change-1,429,431 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,418,035
Change-1,418,035 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 1,387,835
Change-1,387,835 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,384,376
Change-1,384,376 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,382,434
Change-1,382,434 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,381,050
Change-1,381,050 (-100%)
Value—
Baupost Group LLC
N/A
Shares— from 1,371,931
Change-1,371,931 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,371,386
Change-1,371,386 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,364,312
Change-1,364,312 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 1,333,205
Change-1,333,205 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,318,995
Change-1,318,995 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,317,984
Change-1,317,984 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,313,878
Change-1,313,878 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,301,453
Change-1,301,453 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,268,522
Change-1,268,522 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,260,112
Change-1,260,112 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,225,915
Change-1,225,915 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,202,207
Change-1,202,207 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,193,420
Change-1,193,420 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,156,132
Change-1,156,132 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,143,120
Change-1,143,120 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,119,936
Change-1,119,936 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,116,350
Change-1,116,350 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,112,540
Change-1,112,540 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,088,532
Change-1,088,532 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 1,087,252
Change-1,087,252 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 1,076,258
Change-1,076,258 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 1,049,574
Change-1,049,574 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 1,043,334
Change-1,043,334 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,025,656
Change-1,025,656 (-100%)
Value—
Foxhaven Asset Management, LP
N/A
Shares— from 1,014,534
Change-1,014,534 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 982,421
Change-982,421 (-100%)
Value—
Graham Holdings Co
N/A
Shares— from 982,250
Change-982,250 (-100%)
Value—
SurgoCap Partners LP
N/A
Shares— from 966,080
Change-966,080 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 957,826
Change-957,826 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 953,309
Change-953,309 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 952,310
Change-952,310 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 944,026
Change-944,026 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 924,866
Change-924,866 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 908,395
Change-908,395 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 902,248
Change-902,248 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 879,677
Change-879,677 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 875,230
Change-875,230 (-100%)
Value—
Gobi Capital LLC
N/A
Shares— from 864,256
Change-864,256 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 862,348
Change-862,348 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 861,860
Change-861,860 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 861,292
Change-861,292 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 853,463
Change-853,463 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 841,068
Change-841,068 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 836,230
Change-836,230 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 831,059
Change-831,059 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 830,000
Change-830,000 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 829,083
Change-829,083 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 823,597
Change-823,597 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 820,096
Change-820,096 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 815,842
Change-815,842 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 815,308
Change-815,308 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 815,271
Change-815,271 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 814,417
Change-814,417 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 814,120
Change-814,120 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 804,126
Change-804,126 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 802,874
Change-802,874 (-100%)
Value—
Commerce Bank
N/A
Shares— from 777,110
Change-777,110 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 771,314
Change-771,314 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 769,336
Change-769,336 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 765,884
Change-765,884 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 761,320
Change-761,320 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 747,279
Change-747,279 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 741,460
Change-741,460 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 737,500
Change-737,500 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 727,488
Change-727,488 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 721,917
Change-721,917 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 712,129
Change-712,129 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 692,982
Change-692,982 (-100%)
Value—
Noked Israel Ltd
N/A
Shares— from 691,420
Change-691,420 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 689,431
Change-689,431 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 685,166
Change-685,166 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 681,915
Change-681,915 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 679,481
Change-679,481 (-100%)
Value—
Prudential PLC
N/A
Shares— from 679,083
Change-679,083 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 666,578
Change-666,578 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 663,668
Change-663,668 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 662,092
Change-662,092 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 655,174
Change-655,174 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 650,357
Change-650,357 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 639,103
Change-639,103 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 625,126
Change-625,126 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 611,471
Change-611,471 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 610,192
Change-610,192 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 605,817
Change-605,817 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 605,460
Change-605,460 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 602,359
Change-602,359 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 589,317
Change-589,317 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 588,332
Change-588,332 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 587,409
Change-587,409 (-100%)
Value—
Route One Investment Company, L.P.
N/A
Shares— from 584,050
Change-584,050 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 570,148
Change-570,148 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 570,000
Change-570,000 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 566,892
Change-566,892 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 564,274
Change-564,274 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 562,512
Change-562,512 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 556,778
Change-556,778 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 555,247
Change-555,247 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 550,794
Change-550,794 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 546,477
Change-546,477 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 545,107
Change-545,107 (-100%)
Value—
Bamco Inc
N/A
Shares— from 541,579
Change-541,579 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 539,897
Change-539,897 (-100%)
Value—
Vulcan Value Partners, LLC
N/A
Shares— from 539,472
Change-539,472 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 539,424
Change-539,424 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 534,147
Change-534,147 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 521,953
Change-521,953 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 521,771
Change-521,771 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 500,598
Change-500,598 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 499,683
Change-499,683 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 498,529
Change-498,529 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 491,511
Change-491,511 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 472,854
Change-472,854 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 469,872
Change-469,872 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 467,180
Change-467,180 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 466,450
Change-466,450 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 463,325
Change-463,325 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 462,882
Change-462,882 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 459,557
Change-459,557 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 448,555
Change-448,555 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 447,892
Change-447,892 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 447,842
Change-447,842 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 443,172
Change-443,172 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 441,256
Change-441,256 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 437,578
Change-437,578 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 431,035
Change-431,035 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 430,815
Change-430,815 (-100%)
Value—
&partners
N/A
Shares— from 423,378
Change-423,378 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 421,116
Change-421,116 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 417,976
Change-417,976 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 417,189
Change-417,189 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 415,605
Change-415,605 (-100%)
Value—
Greenbrier Partners Capital Management, LLC
N/A
Shares— from 411,372
Change-411,372 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 406,713
Change-406,713 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 403,486
Change-403,486 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 399,284
Change-399,284 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 387,454
Change-387,454 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 387,306
Change-387,306 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 384,434
Change-384,434 (-100%)
Value—
True Blue (BVI) Ltd
N/A
Shares— from 383,327
Change-383,327 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 381,295
Change-381,295 (-100%)
Value—
EFG International AG
N/A
Shares— from 376,257
Change-376,257 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 374,486
Change-374,486 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 372,706
Change-372,706 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 372,180
Change-372,180 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 369,888
Change-369,888 (-100%)
Value—
BNP Paribas
N/A
Shares— from 367,558
Change-367,558 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 367,487
Change-367,487 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 358,566
Change-358,566 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 349,386
Change-349,386 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 347,472
Change-347,472 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 343,819
Change-343,819 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 340,632
Change-340,632 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 339,508
Change-339,508 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 339,487
Change-339,487 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 336,941
Change-336,941 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 335,814
Change-335,814 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 335,661
Change-335,661 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 334,320
Change-334,320 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 334,171
Change-334,171 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 334,148
Change-334,148 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 330,458
Change-330,458 (-100%)
Value—
Laura & John Arnold Foundation
N/A
Shares— from 325,000
Change-325,000 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 323,561
Change-323,561 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 322,182
Change-322,182 (-100%)
Value—
Stephens Inc
N/A
Shares— from 320,623
Change-320,623 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 320,397
Change-320,397 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 316,217
Change-316,217 (-100%)
Value—
Linden Advisors LP
N/A
Shares— from 314,480
Change-314,480 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 314,372
Change-314,372 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 311,939
Change-311,939 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 311,448
Change-311,448 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 304,880
Change-304,880 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 303,801
Change-303,801 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 300,034
Change-300,034 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 299,461
Change-299,461 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 296,414
Change-296,414 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 294,501
Change-294,501 (-100%)
Value—
XN LP
N/A
Shares— from 292,804
Change-292,804 (-100%)
Value—
Triple Frond Partners LLC
N/A
Shares— from 291,544
Change-291,544 (-100%)
Value—
NWI Management LP
N/A
Shares— from 290,000
Change-290,000 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 289,089
Change-289,089 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 282,696
Change-282,696 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 282,417
Change-282,417 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 279,019
Change-279,019 (-100%)
Value—
Allstate Corp
N/A
Shares— from 278,136
Change-278,136 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 275,124
Change-275,124 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 273,112
Change-273,112 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 271,923
Change-271,923 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 270,107
Change-270,107 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 269,380
Change-269,380 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 268,100
Change-268,100 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 262,666
Change-262,666 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 262,647
Change-262,647 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 262,529
Change-262,529 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 259,226
Change-259,226 (-100%)
Value—
Soma Equity Partners LP
N/A
Shares— from 258,497
Change-258,497 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 256,337
Change-256,337 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 256,147
Change-256,147 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 252,853
Change-252,853 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 250,743
Change-250,743 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 248,786
Change-248,786 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 248,295
Change-248,295 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 247,250
Change-247,250 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 247,136
Change-247,136 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 246,326
Change-246,326 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 245,800
Change-245,800 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 241,832
Change-241,832 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 241,527
Change-241,527 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 240,255
Change-240,255 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 240,218
Change-240,218 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 236,926
Change-236,926 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 235,795
Change-235,795 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 235,789
Change-235,789 (-100%)
Value—
Lionstone Capital Management LLC
N/A
Shares— from 233,545
Change-233,545 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 230,790
Change-230,790 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 230,278
Change-230,278 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 230,011
Change-230,011 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 229,640
Change-229,640 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 228,525
Change-228,525 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 225,787
Change-225,787 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 225,195
Change-225,195 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 221,920
Change-221,920 (-100%)
Value—
Capital International LTD
N/A
Shares— from 220,070
Change-220,070 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 219,739
Change-219,739 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 218,777
Change-218,777 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 216,923
Change-216,923 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 213,613
Change-213,613 (-100%)
Value—
Headwater Capital Co Ltd
N/A
Shares— from 213,000
Change-213,000 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 212,492
Change-212,492 (-100%)
Value—
Allianz SE
N/A
Shares— from 209,476
Change-209,476 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 209,221
Change-209,221 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 207,758
Change-207,758 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 206,910
Change-206,910 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 206,734
Change-206,734 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 205,756
Change-205,756 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 203,889
Change-203,889 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 203,471
Change-203,471 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 203,340
Change-203,340 (-100%)
Value—
Nellore Capital Management LLC
N/A
Shares— from 200,700
Change-200,700 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 198,215
Change-198,215 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 197,701
Change-197,701 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 197,286
Change-197,286 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 192,428
Change-192,428 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 190,914
Change-190,914 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 189,709
Change-189,709 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 188,844
Change-188,844 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 187,408
Change-187,408 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 187,224
Change-187,224 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 187,108
Change-187,108 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 185,997
Change-185,997 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 185,623
Change-185,623 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 185,492
Change-185,492 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 182,700
Change-182,700 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 181,916
Change-181,916 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 180,426
Change-180,426 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 180,172
Change-180,172 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 178,691
Change-178,691 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 177,780
Change-177,780 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 174,480
Change-174,480 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 167,640
Change-167,640 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 167,341
Change-167,341 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 166,810
Change-166,810 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 166,260
Change-166,260 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 166,216
Change-166,216 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 163,692
Change-163,692 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 163,436
Change-163,436 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 162,787
Change-162,787 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 162,272
Change-162,272 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 161,317
Change-161,317 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 160,933
Change-160,933 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 158,853
Change-158,853 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 158,759
Change-158,759 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 158,639
Change-158,639 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 158,332
Change-158,332 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 157,000
Change-157,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 155,194
Change-155,194 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 155,007
Change-155,007 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 154,417
Change-154,417 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 154,249
Change-154,249 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 154,129
Change-154,129 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 152,103
Change-152,103 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 151,877
Change-151,877 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 151,537
Change-151,537 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 151,086
Change-151,086 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 149,566
Change-149,566 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 149,515
Change-149,515 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 148,484
Change-148,484 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 148,421
Change-148,421 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 148,401
Change-148,401 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 148,169
Change-148,169 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 147,745
Change-147,745 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 146,763
Change-146,763 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 145,000
Change-145,000 (-100%)
Value—
Trivest Advisors Ltd
N/A
Shares— from 144,000
Change-144,000 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 143,527
Change-143,527 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 142,483
Change-142,483 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 142,478
Change-142,478 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 142,353
Change-142,353 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 141,896
Change-141,896 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 141,018
Change-141,018 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 140,937
Change-140,937 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 140,300
Change-140,300 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 139,581
Change-139,581 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 138,438
Change-138,438 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 138,260
Change-138,260 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 137,403
Change-137,403 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 137,084
Change-137,084 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 135,276
Change-135,276 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 135,141
Change-135,141 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 134,687
Change-134,687 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 134,297
Change-134,297 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 134,138
Change-134,138 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 133,889
Change-133,889 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 133,777
Change-133,777 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 131,520
Change-131,520 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 129,290
Change-129,290 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 127,956
Change-127,956 (-100%)
Value—
AQR Arbitrage LLC
N/A
Shares— from 127,605
Change-127,605 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 127,340
Change-127,340 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 127,086
Change-127,086 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 126,200
Change-126,200 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 126,000
Change-126,000 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 125,581
Change-125,581 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 124,510
Change-124,510 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 124,455
Change-124,455 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 123,603
Change-123,603 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 123,601
Change-123,601 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 122,980
Change-122,980 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 120,906
Change-120,906 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 120,566
Change-120,566 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 120,067
Change-120,067 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 118,809
Change-118,809 (-100%)
Value—
Oakcliff Capital Partners, LP
N/A
Shares— from 118,161
Change-118,161 (-100%)
Value—
S&CO Inc
N/A
Shares— from 118,113
Change-118,113 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 117,830
Change-117,830 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 117,547
Change-117,547 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 116,116
Change-116,116 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 115,630
Change-115,630 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 114,957
Change-114,957 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 114,712
Change-114,712 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 113,157
Change-113,157 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 112,334
Change-112,334 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 112,114
Change-112,114 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 112,038
Change-112,038 (-100%)
Value—
Gray Foundation
N/A
Shares— from 112,000
Change-112,000 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 111,890
Change-111,890 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 111,632
Change-111,632 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 110,883
Change-110,883 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 108,654
Change-108,654 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 107,827
Change-107,827 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 107,628
Change-107,628 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 105,988
Change-105,988 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 105,574
Change-105,574 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 105,459
Change-105,459 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 105,300
Change-105,300 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 105,022
Change-105,022 (-100%)
Value—
YCG, LLC
N/A
Shares— from 105,010
Change-105,010 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 104,929
Change-104,929 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 104,567
Change-104,567 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 104,333
Change-104,333 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 104,261
Change-104,261 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 103,613
Change-103,613 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 103,278
Change-103,278 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 103,229
Change-103,229 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 103,033
Change-103,033 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 102,331
Change-102,331 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 101,906
Change-101,906 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 101,599
Change-101,599 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 101,407
Change-101,407 (-100%)
Value—
LFL Advisers, LLC
N/A
Shares— from 101,128
Change-101,128 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 100,052
Change-100,052 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Guardian Point Capital, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Perseverance Asset Management International
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Optas, LLC
N/A
Shares— from 99,677
Change-99,677 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 99,533
Change-99,533 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 99,137
Change-99,137 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 98,890
Change-98,890 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 98,432
Change-98,432 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 97,430
Change-97,430 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 94,419
Change-94,419 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 94,199
Change-94,199 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 94,073
Change-94,073 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 93,484
Change-93,484 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 93,155
Change-93,155 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 93,012
Change-93,012 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 92,908
Change-92,908 (-100%)
Value—
Arrow Capital Management, LLC
N/A
Shares— from 92,309
Change-92,309 (-100%)
Value—
Boston Partners
N/A
Shares— from 91,518
Change-91,518 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 91,420
Change-91,420 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 91,102
Change-91,102 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 90,740
Change-90,740 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 89,850
Change-89,850 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 89,814
Change-89,814 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 89,500
Change-89,500 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 89,243
Change-89,243 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 88,850
Change-88,850 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 88,672
Change-88,672 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 87,948
Change-87,948 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 87,321
Change-87,321 (-100%)
Value—
Claar Advisors LLC
N/A
Shares— from 86,980
Change-86,980 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 86,622
Change-86,622 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 86,474
Change-86,474 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
IVY Lane Capital Management, LLC
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Crow's Nest Holdings LP
N/A
Shares— from 84,500
Change-84,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 83,712
Change-83,712 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 83,622
Change-83,622 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 83,425
Change-83,425 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 83,398
Change-83,398 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 83,070
Change-83,070 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 82,607
Change-82,607 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 82,319
Change-82,319 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 82,108
Change-82,108 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 80,020
Change-80,020 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 79,727
Change-79,727 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 79,527
Change-79,527 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 79,368
Change-79,368 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 78,891
Change-78,891 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 78,600
Change-78,600 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 78,070
Change-78,070 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 77,679
Change-77,679 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 77,468
Change-77,468 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 77,406
Change-77,406 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 77,299
Change-77,299 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 76,367
Change-76,367 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 76,332
Change-76,332 (-100%)
Value—
Keenan Capital, LLC
N/A
Shares— from 76,000
Change-76,000 (-100%)
Value—
Robertson Opportunity Capital, LLC
N/A
Shares— from 75,652
Change-75,652 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 75,172
Change-75,172 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 74,706
Change-74,706 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 74,691
Change-74,691 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 74,634
Change-74,634 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 74,251
Change-74,251 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 74,207
Change-74,207 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 73,834
Change-73,834 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 73,774
Change-73,774 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 73,188
Change-73,188 (-100%)
Value—
Chou Associates Management Inc.
N/A
Shares— from 72,390
Change-72,390 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 72,343
Change-72,343 (-100%)
Value—
Redwood Grove Capital, LLC
N/A
Shares— from 72,081
Change-72,081 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 71,827
Change-71,827 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 71,381
Change-71,381 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 71,110
Change-71,110 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 71,078
Change-71,078 (-100%)
Value—
Nwam LLC
N/A
Shares— from 71,023
Change-71,023 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 70,861
Change-70,861 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 70,823
Change-70,823 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 70,800
Change-70,800 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 70,722
Change-70,722 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 70,644
Change-70,644 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 70,407
Change-70,407 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 70,330
Change-70,330 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 70,325
Change-70,325 (-100%)
Value—
Ossiam
N/A
Shares— from 70,091
Change-70,091 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 69,816
Change-69,816 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 69,775
Change-69,775 (-100%)
Value—
Tikvah Management LLC
N/A
Shares— from 69,480
Change-69,480 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 68,427
Change-68,427 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 68,406
Change-68,406 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 67,824
Change-67,824 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 67,538
Change-67,538 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 67,317
Change-67,317 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 66,543
Change-66,543 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 66,436
Change-66,436 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 65,306
Change-65,306 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 64,900
Change-64,900 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 64,895
Change-64,895 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 64,849
Change-64,849 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 64,506
Change-64,506 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 64,238
Change-64,238 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 64,223
Change-64,223 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 63,882
Change-63,882 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 63,597
Change-63,597 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 63,399
Change-63,399 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 62,732
Change-62,732 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 62,587
Change-62,587 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 62,293
Change-62,293 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 62,163
Change-62,163 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 62,020
Change-62,020 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 60,976
Change-60,976 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 60,768
Change-60,768 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 60,756
Change-60,756 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 60,363
Change-60,363 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 60,064
Change-60,064 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 60,005
Change-60,005 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 59,313
Change-59,313 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 59,310
Change-59,310 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 58,983
Change-58,983 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 58,564
Change-58,564 (-100%)
Value—
Tenor Capital Management Co., L.P.
N/A
Shares— from 58,500
Change-58,500 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 57,761
Change-57,761 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 57,617
Change-57,617 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 57,541
Change-57,541 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 57,541
Change-57,541 (-100%)
Value—
DRH Investments, Inc.
N/A
Shares— from 57,312
Change-57,312 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 57,156
Change-57,156 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 57,117
Change-57,117 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 56,098
Change-56,098 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 55,828
Change-55,828 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 55,512
Change-55,512 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 55,418
Change-55,418 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 55,147
Change-55,147 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 54,757
Change-54,757 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 54,530
Change-54,530 (-100%)
Value—
Broad Run Investment Management, LLC
N/A
Shares— from 54,423
Change-54,423 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 54,038
Change-54,038 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 53,293
Change-53,293 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 53,147
Change-53,147 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 52,938
Change-52,938 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 52,854
Change-52,854 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 52,169
Change-52,169 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 52,159
Change-52,159 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 51,907
Change-51,907 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 51,372
Change-51,372 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 51,179
Change-51,179 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 50,702
Change-50,702 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 50,558
Change-50,558 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 50,456
Change-50,456 (-100%)
Value—
Framtiden Holdings Management Co LLC
N/A
Shares— from 50,100
Change-50,100 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 50,067
Change-50,067 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 50,047
Change-50,047 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 50,022
Change-50,022 (-100%)
Value—
Bislett Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Infinitum Asset Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 49,454
Change-49,454 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 49,409
Change-49,409 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 48,911
Change-48,911 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 48,464
Change-48,464 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 48,079
Change-48,079 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 48,002
Change-48,002 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 47,747
Change-47,747 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 47,630
Change-47,630 (-100%)
Value—
Long Walk Management LP
N/A
Shares— from 47,500
Change-47,500 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 47,473
Change-47,473 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 47,451
Change-47,451 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 47,389
Change-47,389 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 47,383
Change-47,383 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 47,170
Change-47,170 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 47,127
Change-47,127 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 47,041
Change-47,041 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 46,214
Change-46,214 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 45,803
Change-45,803 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 45,497
Change-45,497 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 45,122
Change-45,122 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 45,086
Change-45,086 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 44,918
Change-44,918 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 44,759
Change-44,759 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 44,599
Change-44,599 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 44,520
Change-44,520 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 44,507
Change-44,507 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 44,391
Change-44,391 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 44,002
Change-44,002 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 43,961
Change-43,961 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 43,822
Change-43,822 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 43,749
Change-43,749 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 43,660
Change-43,660 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 43,500
Change-43,500 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 42,980
Change-42,980 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 42,598
Change-42,598 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 42,499
Change-42,499 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 42,475
Change-42,475 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 42,473
Change-42,473 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 42,407
Change-42,407 (-100%)
Value—
AWH Capital, L.P.
N/A
Shares— from 42,150
Change-42,150 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 41,951
Change-41,951 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 41,908
Change-41,908 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 41,843
Change-41,843 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 41,568
Change-41,568 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 41,481
Change-41,481 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 41,450
Change-41,450 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 41,065
Change-41,065 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 41,045
Change-41,045 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 40,978
Change-40,978 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 40,779
Change-40,779 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 40,075
Change-40,075 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 39,741
Change-39,741 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 39,312
Change-39,312 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 39,122
Change-39,122 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 39,079
Change-39,079 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 38,773
Change-38,773 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 38,731
Change-38,731 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 38,623
Change-38,623 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 38,527
Change-38,527 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 38,514
Change-38,514 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 38,398
Change-38,398 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 38,128
Change-38,128 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 38,120
Change-38,120 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 37,946
Change-37,946 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 37,862
Change-37,862 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 37,766
Change-37,766 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 37,278
Change-37,278 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 37,200
Change-37,200 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 37,196
Change-37,196 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 37,106
Change-37,106 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 37,077
Change-37,077 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 36,932
Change-36,932 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 36,451
Change-36,451 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 36,384
Change-36,384 (-100%)
Value—
Lagoda Investment Management, L.P.
N/A
Shares— from 36,375
Change-36,375 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 36,281
Change-36,281 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 36,081
Change-36,081 (-100%)
Value—
Ivory Union Consulting Ltd
N/A
Shares— from 35,852
Change-35,852 (-100%)
Value—
Q Global Advisors, LLC
N/A
Shares— from 35,800
Change-35,800 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 35,705
Change-35,705 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 35,604
Change-35,604 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 35,518
Change-35,518 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 35,329
Change-35,329 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 35,294
Change-35,294 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 35,128
Change-35,128 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 35,122
Change-35,122 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 35,022
Change-35,022 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 34,812
Change-34,812 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 34,791
Change-34,791 (-100%)
Value—
Permit Capital, LLC
N/A
Shares— from 34,700
Change-34,700 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 34,473
Change-34,473 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 34,421
Change-34,421 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 34,247
Change-34,247 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 34,230
Change-34,230 (-100%)
Value—
Summitry LLC
N/A
Shares— from 34,213
Change-34,213 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 34,111
Change-34,111 (-100%)
Value—
Jackson Hill Advisors, LLC
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 33,785
Change-33,785 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 33,638
Change-33,638 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 33,556
Change-33,556 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 33,548
Change-33,548 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 33,454
Change-33,454 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 33,100
Change-33,100 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 33,097
Change-33,097 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 33,055
Change-33,055 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 32,958
Change-32,958 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 32,780
Change-32,780 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 32,765
Change-32,765 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 32,601
Change-32,601 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 32,315
Change-32,315 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 32,159
Change-32,159 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 31,669
Change-31,669 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 31,632
Change-31,632 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 31,534
Change-31,534 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 31,476
Change-31,476 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 31,233
Change-31,233 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 31,202
Change-31,202 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 30,921
Change-30,921 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 30,834
Change-30,834 (-100%)
Value—
Naman Capital Ltda
N/A
Shares— from 30,760
Change-30,760 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 30,580
Change-30,580 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,559
Change-30,559 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 30,520
Change-30,520 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 30,020
Change-30,020 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 29,948
Change-29,948 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 29,901
Change-29,901 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 29,740
Change-29,740 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 29,593
Change-29,593 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 29,530
Change-29,530 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 29,468
Change-29,468 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 29,406
Change-29,406 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 29,346
Change-29,346 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 29,006
Change-29,006 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 28,955
Change-28,955 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 28,865
Change-28,865 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 28,807
Change-28,807 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 28,634
Change-28,634 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 28,629
Change-28,629 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 28,600
Change-28,600 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 28,532
Change-28,532 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 28,312
Change-28,312 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 28,295
Change-28,295 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 28,275
Change-28,275 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 28,069
Change-28,069 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 27,973
Change-27,973 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 27,894
Change-27,894 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 27,800
Change-27,800 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 27,582
Change-27,582 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 27,541
Change-27,541 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 27,278
Change-27,278 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 27,166
Change-27,166 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 27,146
Change-27,146 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 27,064
Change-27,064 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 26,852
Change-26,852 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 26,775
Change-26,775 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 26,773
Change-26,773 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 26,738
Change-26,738 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 26,400
Change-26,400 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 26,356
Change-26,356 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 26,255
Change-26,255 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 26,196
Change-26,196 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 26,163
Change-26,163 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 26,042
Change-26,042 (-100%)
Value—
Simmons Bank
N/A
Shares— from 25,925
Change-25,925 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 25,866
Change-25,866 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 25,835
Change-25,835 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 25,752
Change-25,752 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 25,451
Change-25,451 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 25,234
Change-25,234 (-100%)
Value—
PAR Capital Management Inc
N/A
Shares— from 25,200
Change-25,200 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 25,199
Change-25,199 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 25,092
Change-25,092 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 25,044
Change-25,044 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 25,025
Change-25,025 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 25,010
Change-25,010 (-100%)
Value—
Harspring Capital Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 24,960
Change-24,960 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 24,914
Change-24,914 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 24,678
Change-24,678 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 24,592
Change-24,592 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 24,388
Change-24,388 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 24,201
Change-24,201 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 24,183
Change-24,183 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 24,172
Change-24,172 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 24,137
Change-24,137 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 24,130
Change-24,130 (-100%)
Value—
Creek Drive Management Group LLC
N/A
Shares— from 24,100
Change-24,100 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 24,095
Change-24,095 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 24,088
Change-24,088 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 23,985
Change-23,985 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 23,890
Change-23,890 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 23,728
Change-23,728 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 23,661
Change-23,661 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 23,599
Change-23,599 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 23,573
Change-23,573 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 23,537
Change-23,537 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 23,529
Change-23,529 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 23,392
Change-23,392 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 23,383
Change-23,383 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 22,890
Change-22,890 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 22,840
Change-22,840 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 22,707
Change-22,707 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 22,706
Change-22,706 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 22,586
Change-22,586 (-100%)
Value—
Partners Value Investments L.P.
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 22,425
Change-22,425 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 22,400
Change-22,400 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 22,329
Change-22,329 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 22,215
Change-22,215 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 22,177
Change-22,177 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 22,133
Change-22,133 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 22,054
Change-22,054 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 21,993
Change-21,993 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 21,853
Change-21,853 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 21,632
Change-21,632 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 21,606
Change-21,606 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 21,600
Change-21,600 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,427
Change-21,427 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 21,423
Change-21,423 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 21,383
Change-21,383 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 21,382
Change-21,382 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 21,360
Change-21,360 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 21,335
Change-21,335 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 21,331
Change-21,331 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 21,257
Change-21,257 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 21,238
Change-21,238 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 21,147
Change-21,147 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 21,077
Change-21,077 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 21,066
Change-21,066 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 21,040
Change-21,040 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 20,957
Change-20,957 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 20,954
Change-20,954 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 20,929
Change-20,929 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 20,837
Change-20,837 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 20,836
Change-20,836 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 20,749
Change-20,749 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 20,550
Change-20,550 (-100%)
Value—
FCA Corp
N/A
Shares— from 20,316
Change-20,316 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 20,298
Change-20,298 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 20,277
Change-20,277 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 20,258
Change-20,258 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 20,216
Change-20,216 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 20,149
Change-20,149 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 20,099
Change-20,099 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 19,956
Change-19,956 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 19,865
Change-19,865 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 19,797
Change-19,797 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 19,764
Change-19,764 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 19,715
Change-19,715 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 19,713
Change-19,713 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 19,710
Change-19,710 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 19,586
Change-19,586 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 19,460
Change-19,460 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 19,395
Change-19,395 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 19,393
Change-19,393 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 19,349
Change-19,349 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 19,342
Change-19,342 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 19,263
Change-19,263 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 19,167
Change-19,167 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 19,167
Change-19,167 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 19,164
Change-19,164 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 19,076
Change-19,076 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 19,056
Change-19,056 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 19,051
Change-19,051 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 18,995
Change-18,995 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 18,988
Change-18,988 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 18,964
Change-18,964 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 18,906
Change-18,906 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 18,846
Change-18,846 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 18,706
Change-18,706 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 18,682
Change-18,682 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 18,655
Change-18,655 (-100%)
Value—
CNB Bank
N/A
Shares— from 18,556
Change-18,556 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 18,524
Change-18,524 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 18,430
Change-18,430 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 18,396
Change-18,396 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 18,328
Change-18,328 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 18,274
Change-18,274 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 18,091
Change-18,091 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 18,066
Change-18,066 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 18,018
Change-18,018 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 17,945
Change-17,945 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 17,878
Change-17,878 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 17,867
Change-17,867 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 17,808
Change-17,808 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 17,786
Change-17,786 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 17,785
Change-17,785 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 17,715
Change-17,715 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 17,715
Change-17,715 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 17,713
Change-17,713 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 17,671
Change-17,671 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 17,660
Change-17,660 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 17,591
Change-17,591 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 17,533
Change-17,533 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 17,132
Change-17,132 (-100%)
Value—
EWA, LLC
N/A
Shares— from 17,111
Change-17,111 (-100%)
Value—
Quaker Capital Investments, LLC
N/A
Shares— from 17,110
Change-17,110 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 17,083
Change-17,083 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 16,933
Change-16,933 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 16,851
Change-16,851 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 16,690
Change-16,690 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 16,642
Change-16,642 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 16,629
Change-16,629 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 16,537
Change-16,537 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 16,485
Change-16,485 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 16,453
Change-16,453 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 16,439
Change-16,439 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 16,415
Change-16,415 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 16,322
Change-16,322 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 16,229
Change-16,229 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 16,223
Change-16,223 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 16,205
Change-16,205 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 16,205
Change-16,205 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 16,155
Change-16,155 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 16,138
Change-16,138 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 16,119
Change-16,119 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 16,097
Change-16,097 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 16,076
Change-16,076 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 15,924
Change-15,924 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 15,804
Change-15,804 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 15,734
Change-15,734 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 15,555
Change-15,555 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 15,549
Change-15,549 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 15,497
Change-15,497 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 15,380
Change-15,380 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 15,327
Change-15,327 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 15,316
Change-15,316 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 15,268
Change-15,268 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,261
Change-15,261 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 15,233
Change-15,233 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 15,198
Change-15,198 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 15,061
Change-15,061 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 15,019
Change-15,019 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 15,016
Change-15,016 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 14,860
Change-14,860 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 14,723
Change-14,723 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 14,699
Change-14,699 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14,603
Change-14,603 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 14,549
Change-14,549 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 14,540
Change-14,540 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 14,490
Change-14,490 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 14,475
Change-14,475 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 14,455
Change-14,455 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 14,391
Change-14,391 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 14,389
Change-14,389 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 14,373
Change-14,373 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 14,362
Change-14,362 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 14,330
Change-14,330 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 14,288
Change-14,288 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 14,232
Change-14,232 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 14,172
Change-14,172 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 14,149
Change-14,149 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 14,041
Change-14,041 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 13,893
Change-13,893 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 13,876
Change-13,876 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 13,849
Change-13,849 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 13,801
Change-13,801 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 13,761
Change-13,761 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 13,706
Change-13,706 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 13,552
Change-13,552 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 13,521
Change-13,521 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 13,513
Change-13,513 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 13,464
Change-13,464 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 13,444
Change-13,444 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 13,371
Change-13,371 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 13,355
Change-13,355 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 13,336
Change-13,336 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 13,319
Change-13,319 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 13,303
Change-13,303 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,271
Change-13,271 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,259
Change-13,259 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 13,249
Change-13,249 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 13,249
Change-13,249 (-100%)
Value—
Invst, LLC
N/A
Shares— from 13,210
Change-13,210 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 13,160
Change-13,160 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 13,022
Change-13,022 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 12,989
Change-12,989 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12,908
Change-12,908 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 12,896
Change-12,896 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 12,890
Change-12,890 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 12,882
Change-12,882 (-100%)
Value—
Cygnus Capital Advisors, LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 12,793
Change-12,793 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 12,783
Change-12,783 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,743
Change-12,743 (-100%)
Value—
Oberndorf William E
N/A
Shares— from 12,719
Change-12,719 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 12,708
Change-12,708 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 12,625
Change-12,625 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 12,561
Change-12,561 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 12,480
Change-12,480 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 12,468
Change-12,468 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 12,462
Change-12,462 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,216
Change-12,216 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 12,098
Change-12,098 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 12,095
Change-12,095 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 12,004
Change-12,004 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,998
Change-11,998 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 11,966
Change-11,966 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 11,921
Change-11,921 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 11,882
Change-11,882 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 11,866
Change-11,866 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 11,837
Change-11,837 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 11,836
Change-11,836 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 11,725
Change-11,725 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 11,690
Change-11,690 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 11,502
Change-11,502 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 11,476
Change-11,476 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 11,441
Change-11,441 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 11,343
Change-11,343 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 11,340
Change-11,340 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 11,298
Change-11,298 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 11,290
Change-11,290 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 11,230
Change-11,230 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 11,176
Change-11,176 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 11,123
Change-11,123 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 11,097
Change-11,097 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 11,031
Change-11,031 (-100%)
Value—
Avenir Corp
N/A
Shares— from 10,975
Change-10,975 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 10,965
Change-10,965 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 10,965
Change-10,965 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 10,891
Change-10,891 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 10,885
Change-10,885 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 10,874
Change-10,874 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 10,726
Change-10,726 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 10,725
Change-10,725 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 10,706
Change-10,706 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 10,705
Change-10,705 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 10,702
Change-10,702 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 10,668
Change-10,668 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 10,620
Change-10,620 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 10,617
Change-10,617 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 10,563
Change-10,563 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 10,548
Change-10,548 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 10,539
Change-10,539 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,520
Change-10,520 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 10,458
Change-10,458 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 10,394
Change-10,394 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 10,361
Change-10,361 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 10,331
Change-10,331 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 10,313
Change-10,313 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 10,249
Change-10,249 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 10,177
Change-10,177 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 10,148
Change-10,148 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 10,141
Change-10,141 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 10,113
Change-10,113 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 10,043
Change-10,043 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 9,957
Change-9,957 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 9,951
Change-9,951 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 9,839
Change-9,839 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 9,839
Change-9,839 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 9,739
Change-9,739 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 9,721
Change-9,721 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 9,713
Change-9,713 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 9,705
Change-9,705 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 9,702
Change-9,702 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 9,677
Change-9,677 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,652
Change-9,652 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 9,507
Change-9,507 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 9,384
Change-9,384 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Ames National Corp
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
SaddleRock Capital Management LLC
N/A
Shares— from 9,244
Change-9,244 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 9,012
Change-9,012 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 8,994
Change-8,994 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 8,969
Change-8,969 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 8,903
Change-8,903 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 8,792
Change-8,792 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 8,721
Change-8,721 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 8,720
Change-8,720 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 8,709
Change-8,709 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 8,684
Change-8,684 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 8,578
Change-8,578 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 8,574
Change-8,574 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 8,511
Change-8,511 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 8,434
Change-8,434 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 8,374
Change-8,374 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 8,319
Change-8,319 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 8,156
Change-8,156 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 8,077
Change-8,077 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
Nine Masts Capital Ltd
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,014
Change-8,014 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 7,951
Change-7,951 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 7,942
Change-7,942 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 7,806
Change-7,806 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 7,773
Change-7,773 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 7,724
Change-7,724 (-100%)
Value—
Shaolin Capital Management LLC
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 7,620
Change-7,620 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 7,591
Change-7,591 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 7,561
Change-7,561 (-100%)
Value—
Motco
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,503
Change-7,503 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 7,452
Change-7,452 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
American Trust
N/A
Shares— from 7,319
Change-7,319 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 7,225
Change-7,225 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 7,162
Change-7,162 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 7,123
Change-7,123 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 7,064
Change-7,064 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,948
Change-6,948 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 6,931
Change-6,931 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 6,926
Change-6,926 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
Members Trust Co
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 6,895
Change-6,895 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 6,880
Change-6,880 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 6,879
Change-6,879 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 6,867
Change-6,867 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 6,851
Change-6,851 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 6,846
Change-6,846 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 6,823
Change-6,823 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 6,706
Change-6,706 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 6,638
Change-6,638 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 6,614
Change-6,614 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 6,585
Change-6,585 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,535
Change-6,535 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 6,521
Change-6,521 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 6,361
Change-6,361 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,336
Change-6,336 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 6,333
Change-6,333 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 6,326
Change-6,326 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 6,313
Change-6,313 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 6,309
Change-6,309 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 6,139
Change-6,139 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 6,004
Change-6,004 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 5,928
Change-5,928 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 5,797
Change-5,797 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
Marathon Partners Equity Management, LLC
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 5,750
Change-5,750 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 5,604
Change-5,604 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,551
Change-5,551 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Ketron Financial
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Phoenix Asset Management Partners Ltd
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
United Bank
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 5,312
Change-5,312 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 5,228
Change-5,228 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 5,206
Change-5,206 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,185
Change-5,185 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 5,154
Change-5,154 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Corient IA LP
N/A
Shares— from 5,140
Change-5,140 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,137
Change-5,137 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 5,121
Change-5,121 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 5,090
Change-5,090 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 5,047
Change-5,047 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 4,751
Change-4,751 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 4,570
Change-4,570 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 4,163
Change-4,163 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 3,836
Change-3,836 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 3,749
Change-3,749 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,702
Change-3,702 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 3,677
Change-3,677 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
CIM, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 3,517
Change-3,517 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Golden Unicorn (BVI) Ltd
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,082
Change-3,082 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 2,291
Change-2,291 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Motley Fool Wealth Management, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Pura Vida Investments, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Harvest Management LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 996
Change-996 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 981
Change-981 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 968
Change-968 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 958
Change-958 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 945
Change-945 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 941
Change-941 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Highbridge Capital Management LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 935
Change-935 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 894
Change-894 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 885
Change-885 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 875
Change-875 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 857
Change-857 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 856
Change-856 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 821
Change-821 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 820
Change-820 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 815
Change-815 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 812
Change-812 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 781
Change-781 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 747
Change-747 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 714
Change-714 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 694
Change-694 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Semanteon Capital Management, LP
N/A
Shares— from 678
Change-678 (-100%)
Value—
Innovator Capital Management, LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 641
Change-641 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Mayar Capital Ltd.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 630
Change-630 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 628
Change-628 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 622
Change-622 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 615
Change-615 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 615
Change-615 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 607
Change-607 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 605
Change-605 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 588
Change-588 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 574
Change-574 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 551
Change-551 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 525
Change-525 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 522
Change-522 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 500
Change-500 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 451
Change-451 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 451
Change-451 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
NCP Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 400
Change-400 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Rogco, LP
N/A
Shares— from 377
Change-377 (-100%)
Value—
Toews Corp
N/A
Shares— from 376
Change-376 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 369
Change-369 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 323
Change-323 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 280
Change-280 (-100%)
Value—
AXA S.A.
N/A
Shares— from 271
Change-271 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Dnca Finance
N/A
Shares— from 256
Change-256 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 184
Change-184 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 100
Change-100 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 70
Change-70 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 65
Change-65 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 20
Change-20 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED116,620,784114,777,169+1,843,615+2%$40.4B$39.6B-$813.4M2026-11-06
Amundi
INCREASED27,946,91620,906,439+7,040,477+34%$7.4B$9.5B+$2.1B2026-11-06
Sanders Capital, LLC
DECREASED27,347,98027,472,939-124,9590%$9.7B$9.3B-$388.5M2026-11-02
Bank of New York Mellon Corp
DECREASED27,183,70027,814,503-630,803-2%$9.8B$9.3B-$565.1M2026-11-05
Deutsche Bank Ag\
INCREASED17,410,23817,313,729+96,509+1%$6.1B$5.9B-$185.1M2026-11-06
Dimensional Fund Advisors LP
DECREASED14,025,25414,110,119-84,865-1%$5.0B$4.8B-$206.6M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED13,696,77211,763,766+1,933,006+16%$4.2B$4.7B+$510.5M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED11,428,27011,641,017-212,747-2%$4.1B$3.9B-$219.1M2026-10-29
Swedbank AB
INCREASED9,790,4729,692,953+97,519+1%$3.4B$3.3B-$88.8M2026-10-27
Barclays PLC
DECREASED7,793,8808,622,001-828,121-10%$3.0B$2.7B-$390.7M2026-11-06
Russell Investments Group, Ltd.
INCREASED7,574,2507,235,434+338,816+5%$2.6B$2.6B+$24.1M2026-11-06
Citigroup Inc
INCREASED7,527,9727,366,244+161,728+2%$2.6B$2.6B-$37.6M2026-11-04
KBC Group NV
INCREASED7,454,7097,221,870+232,839+3%$2.6B$2.5B-$11.6M2026-10-22
LPL Financial LLC
INCREASED6,697,3896,521,116+176,273+3%$2.3B$2.3B-$22.0M2026-11-06
Principal Financial Group Inc
DECREASED6,510,2407,171,781-661,541-9%$2.5B$2.2B-$315.7M2026-11-02
Aberdeen Group plc
DECREASED6,117,8626,746,173-628,311-9%$2.4B$2.1B-$299.0M2026-11-06
Assenagon Asset Management S.A.
DECREASED5,541,8907,927,185-2,385,295-30%$2.8B$1.9B-$912.6M2026-10-15
Truist Financial Corp
DECREASED3,561,5163,712,120-150,604-4%$1.3B$1.2B-$98.1M2026-10-30
New York State Teachers Retirement System
DECREASED3,536,2843,636,302-100,018-3%$1.3B$1.2B-$79.9M2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED3,328,4783,211,627+116,851+4%$1.1B$1.1B-$618.6K2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED3,081,7503,082,329-5790%$1.1B$1.0B-$39.7M2026-11-06
Thrivent Financial for Lutherans
DECREASED2,982,3202,994,772-12,4520%$1.1B$1.0B-$54.8M2026-11-05
Pictet Asset Management Holding SA
INCREASED2,960,1732,867,779+92,394+3%$1.0B$1.0B-$4.7M2026-11-03
PNC Financial Services Group, Inc.
INCREASED2,913,7262,870,201+43,525+2%$1.0B$992.8M-$21.3M2026-11-06
PFA Pension, Forsikringsaktieselskab
INCREASED2,860,7492,860,469+280+0%$1.0B$974.8M-$35.9M2026-11-06
Markel Group Inc.
UNCHANGED2,749,8602,749,86000%$971.6M$937.0M-$34.6M2026-10-30
Cardano Risk Management B.V.
INCREASED2,694,3121,876,532+817,780+44%$663.0M$918.1M+$255.0M2026-10-20
ProShare Advisors LLC
INCREASED2,679,2042,571,280+107,924+4%$908.5M$912.9M+$4.4M2026-10-29
Fort Washington Investment Advisors Inc
DECREASED2,510,8872,547,714-36,827-1%$900.2M$855.6M-$44.6M2026-10-15
AMF Tjanstepension AB
UNCHANGED2,475,7682,475,76800%$874.8M$843.6M-$31.2M2026-10-22
Daiwa Securities Group Inc.
DECREASED2,420,1472,651,655-231,508-9%$936.9M$824.6M-$112.3M2026-10-29
Mawer Investment Management Ltd.
DECREASED2,323,2542,682,081-358,827-13%$947.7M$791.6M-$156.0M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED2,283,0932,009,027+274,066+14%$709.8M$777.9M+$68.1M2026-11-03
Asset Management One Co., Ltd.
INCREASED2,245,1522,211,427+33,725+2%$781.4M$765.0M-$16.4M2026-10-27
King Luther Capital Management Corp
DECREASED2,243,8332,347,949-104,116-4%$829.6M$764.6M-$65.0M2026-11-05
Neos Investment Management LLC
INCREASED2,218,1851,963,739+254,446+13%$693.8M$755.8M+$62.0M2026-11-04
Sustainable Growth Advisers, LP
DECREASED2,104,1372,129,711-25,574-1%$752.5M$717.0M-$35.5M2026-10-15
Egerton Capital (UK) LLP
DECREASED2,099,1423,291,594-1,192,452-36%$1.2B$715.3M-$447.8M2026-10-20
Allspring Global Investments Holdings, LLC
DECREASED2,078,5582,083,649-5,0910%$745.7M$696.2M-$49.5M2026-11-04
Fifth Third Bancorp
DECREASED2,041,9192,070,762-28,843-1%$731.7M$695.8M-$35.9M2026-11-05
Creative Planning
INCREASED2,020,3061,931,002+89,304+5%$682.3M$688.4M+$6.1M2026-11-02
DekaBank Deutsche Girozentrale
INCREASED2,003,2421,735,763+267,479+15%$472.4K$682.4M+$682.0M2026-10-27
Temasek Holdings (Private) Ltd
UNCHANGED2,000,0002,000,00000%$706.7M$681.5M-$25.2M2026-10-28
Everett Harris & Co
DECREASED1,899,6861,914,904-15,218-1%$676.6M$647.3M-$29.3M2026-10-28
US Bancorp \de\
DECREASED1,795,2041,830,380-35,176-2%$646.7M$611.7M-$35.0M2026-11-05
Nykredit A/S
INCREASED1,767,0671,647,653+119,414+7%$582.2M$602.1M+$19.9M2026-11-06
CIBC Asset Management Inc
DECREASED1,730,3151,732,782-2,4670%$612.0M$589.3M-$22.7M2026-11-05
Fisher Asset Management, LLC
INCREASED1,709,5831,693,700+15,883+1%$598.4M$582.5M-$15.9M2026-11-06
Retirement Systems of Alabama
INCREASED1,651,4601,647,584+3,876+0%$582.1M$562.7M-$19.4M2026-11-04
Swiss Life Asset Management Ltd
DECREASED1,598,3811,678,346-79,965-5%$593.0M$544.6M-$48.4M2026-11-03
SEB Asset Management AB
DECREASED1,566,9991,608,825-41,826-3%$568.4M$533.9M-$34.5M2026-11-04
TD Waterhouse Canada Inc.
INCREASED1,561,4141,490,472+70,942+5%$533.7M$523.4M-$10.3M2026-10-16
State of Michigan Retirement System
DECREASED1,544,9601,560,960-16,000-1%$551.5M$526.4M-$25.1M2026-10-27
Provident Trust Co
DECREASED1,533,6322,201,588-667,956-30%$777.9M$522.6M-$255.3M2026-10-29
State of New Jersey Common Pension Fund D
INCREASED1,509,9411,495,111+14,830+1%$528.3M$514.5M-$13.8M2026-11-05
Strs Ohio
DECREASED1,480,8531,568,963-88,110-6%$554.4M$504.6M-$49.8M2026-10-30
Banque Pictet & CIE SA
DECREASED1,479,7791,497,780-18,001-1%$529.2M$504.2M-$25.0M2026-10-16
Factory Mutual Insurance Co
DECREASED1,469,1461,495,671-26,525-2%$528.5M$500.6M-$27.9M2026-10-30
Commonwealth Equity Services, LLC
DECREASED1,433,1841,483,277-50,093-3%$524.1M$488.3M-$35.7M2026-11-02
UniSuper Management Pty Ltd
INCREASED1,431,4231,403,827+27,596+2%$496.0M$487.7M-$8.3M2026-10-26
Xponance LLC
INCREASED1,404,1681,353,965+50,203+4%$478.4M$478.5M+$59.8K2026-11-03
Beau Ventures, LLc
INCREASED1,400,1311,400,074+570%$494.7M$477.1M-$17.6M2026-10-14
Czech National Bank
INCREASED1,365,7151,345,316+20,399+2%$475.3M$465.4M-$10.0M2026-10-13
Arizona State Retirement System
INCREASED1,309,3851,282,599+26,786+2%$453.2M$446.2M-$7.0M2026-11-03
Nisa Investment Advisors, LLC
DECREASED1,266,1141,294,835-28,721-2%$457.5M$431.4M-$26.1M2026-10-20
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,257,3251,324,032-66,707-5%$467.8M$428.4M-$39.4M2026-10-15
Allen Investment Management, LLC
DECREASED1,255,0821,293,853-38,771-3%$457.2M$427.7M-$29.5M2026-11-03
Vontobel Holding Ltd.
DECREASED1,227,4731,501,789-274,316-18%$530.6M$418.2M-$112.4M2026-10-16
Oriental Harbor Investment Master Fund
INCREASED1,160,2441,049,653+110,591+11%$370.9M$395.3M+$24.5M2026-10-22
Welch & Forbes LLC
DECREASED1,145,5331,153,229-7,696-1%$407.5M$390.3M-$17.1M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED1,141,6081,011,090+130,518+13%$341.9M$361.2M+$19.3M2026-10-13
Yacktman Asset Management LP
INCREASED1,130,2901,129,129+1,161+0%$399.0M$385.1M-$13.8M2026-11-02
IFM Investors Pty Ltd
INCREASED1,118,3941,077,119+41,275+4%$380.6M$381.1M+$503.1K2026-10-14
Gateway Investment Advisers LLC
INCREASED1,101,5561,077,541+24,015+2%$380.7M$375.3M-$5.4M2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,050,1481,043,934+6,214+1%$368.9M$357.8M-$11.0M2026-11-03
Rakuten Investment Management, Inc.
INCREASED1,021,715919,979+101,736+11%$323.2M$344.6M+$21.5M2026-10-30
Virginia Retirement Systems ET Al
DECREASED1,005,4601,021,300-15,840-2%$360.9M$342.6M-$18.3M2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED997,4901,034,533-37,043-4%$365.5M$339.9M-$25.6M2026-10-19
C WorldWide Group Holding A/S
DECREASED984,8401,055,318-70,478-7%$372.9M$335.6M-$37.3M2026-11-04
Amalgamated Bank
DECREASED948,328965,367-17,039-2%$341.1M$323.1M-$18.0M2026-10-23
Calamos Advisors LLC
INCREASED929,062907,212+21,850+2%$320.5M$316.6M-$4.0M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED920,486935,515-15,029-2%$330.5M$313.6M-$16.9M2026-11-02
MacKenzie Financial Corp
INCREASED908,444807,377+101,067+13%$285.3M$309.5M+$24.3M2026-11-02
OP Asset Management Ltd
INCREASED907,399723,343+184,056+25%$255.6M$309.2M+$53.6M2026-11-05
Achmea Investment Management B.V.
INCREASED865,505540,231+325,274+60%$190.9M$295.1M+$104.3M2026-10-30
Lido Advisors, LLC
INCREASED858,749794,626+64,123+8%$280.8M$292.1M+$11.4M2026-11-04
Kestra Advisory Services, LLC
INCREASED850,477810,466+40,011+5%$286.4M$289.8M+$3.4M2026-11-02
Candriam S.C.A.
DECREASED837,880842,611-4,731-1%$297.4M$286.5M-$10.9M2026-11-03
Aegon Asset Management UK PLC
INCREASED819,871688,893+130,978+19%$243.4M$279.4M+$36.0M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED815,469805,367+10,102+1%$284.6M$277.9M-$6.7M2026-10-20
GF Fund Management Co. Ltd.
INCREASED807,247803,600+3,647+0%$283.9M$275.1M-$8.9M2026-10-26
Douglas Lane & Associates, LLC
DECREASED737,759767,460-29,701-4%$271.2M$251.4M-$19.8M2026-10-09
Boston Trust Walden Corp
DECREASED727,458742,061-14,603-2%$262.2M$247.9M-$14.3M2026-10-30
New York Life Investment Management LLC
INCREASED706,571701,829+4,742+1%$248.0M$240.8M-$7.2M2026-11-04
Nicholas Company, Inc.
DECREASED687,145687,505-3600%$242.9M$234.1M-$8.8M2026-11-05
Cryder Capital Partners LLP
INCREASED676,584606,485+70,099+12%$214.3M$230.5M+$16.2M2026-11-03
Letko, Brosseau & Associates Inc
DECREASED671,280812,863-141,583-17%$287.2M$228.7M-$58.5M2026-11-06
James Hambro & Partners LLP
DECREASED658,442670,426-11,984-2%$236.9M$224.4M-$12.5M2026-10-19
Keybank National Association
DECREASED657,078679,829-22,751-3%$240.2M$223.9M-$16.3M2026-11-04
Steginsky Capital LLC
DECREASED650,350689,320-38,970-6%$243.6M$221.6M-$22.0M2026-10-07
State of Alaska, Department of Revenue
DECREASED635,321646,823-11,502-2%$228.5M$216.5M-$12.1M2026-10-15
Ethic Inc.
INCREASED624,637611,565+13,072+2%$216.1M$212.8M-$3.2M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED607,377600,077+7,300+1%$212.0M$207.0M-$5.1M2026-10-08
Oregon Public Employees Retirement Fund
INCREASED584,395581,157+3,238+1%$205.3M$199.1M-$6.2M2026-10-30
Staley Capital Advisers Inc
DECREASED570,450574,752-4,302-1%$203.1M$194.4M-$8.7M2026-11-06
Motley Fool Asset Management LLC
DECREASED567,032594,233-27,201-5%$210.0M$193.2M-$16.7M2026-10-27
Assetmark, Inc
DECREASED566,195568,024-1,8290%$200.7M$192.9M-$7.8M2026-10-21
Natixis
DECREASED556,828752,229-195,401-26%$265.8M$189.7M-$76.1M2026-11-06
Aware Super Pty Ltd as trustee of Aware Super
INCREASED550,209536,988+13,221+2%$189.7M$187.5M-$2.3M2026-10-30
Busey Bank
DECREASED549,977554,524-4,547-1%$195.9M$187.4M-$8.5M2026-10-26
Mesirow Financial Investment Management, Inc.
DECREASED547,450559,493-12,043-2%$197.7M$186.5M-$11.2M2026-11-05
Zevenbergen Capital Investments LLC
DECREASED546,566546,596-300%$193.1M$186.2M-$6.9M2026-10-08
Florida Trust Wealth Management Co
DECREASED540,113552,832-12,719-2%$195.3M$184.0M-$11.3M2026-11-05
Savant Capital, LLC
INCREASED534,316304,126+230,190+76%$111.1M$182.1M+$70.9M2026-11-06
iA Global Asset Management Inc.
DECREASED525,830571,590-45,760-8%$202.0M$179.2M-$22.8M2026-10-29
ASR Vermogensbeheer N.V.
INCREASED519,273500,916+18,357+4%$177.0M$176.9M-$46.1K2026-10-16
Cornerstone Advisors, LLC
DECREASED517,082548,422-31,340-6%$193.8M$176.2M-$17.6M2026-11-06
Sather Financial Group Inc
DECREASED496,679506,312-9,633-2%$178.9M$169.2M-$9.7M2026-10-30
Salem Investment Counselors Inc
DECREASED490,715493,678-2,963-1%$174.4M$167.2M-$7.2M2026-10-13
Cullen T Bankers, Inc.
DECREASED489,795500,364-10,569-2%$176.8M$166.9M-$9.9M2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED489,157501,234-12,077-2%$177.1M$166.7M-$10.4M2026-11-05
Mutual of America Capital Management LLC
DECREASED488,036488,895-8590%$172.7M$166.3M-$6.4M2026-10-23
Joel Isaacson & Co., LLC
INCREASED487,758486,768+990+0%$172.0M$166.2M-$5.8M2026-11-05
Oppenheimer & Co Inc
INCREASED473,492460,159+13,333+3%$162.6M$161.3M-$1.3M2026-10-26
Yousif Capital Management, LLC
DECREASED460,727461,693-9660%$163.1M$157.0M-$6.1M2026-10-22
Barr E S & Co
DECREASED457,691473,699-16,008-3%$167.4M$156.0M-$11.4M2026-11-06
Meitav Investment House LTD
INCREASED455,378383,246+72,132+19%$135.4M$155.0M+$19.6M2026-10-28
Union Bancaire Privee, UBP SA
DECREASED451,982481,556-29,574-6%$154.2M$143.4M-$10.8M2026-11-04
Founders Capital Management, LLC
INCREASED441,717441,185+532+0%$155.9M$150.5M-$5.4M2026-10-23
Nippon Life Global Investors Americas, Inc.
DECREASED440,230463,590-23,360-5%$163.8M$150.0M-$13.8M2026-10-29
LBP AM SA
DECREASED439,375452,985-13,610-3%$160.1M$149.7M-$10.3M2026-11-06
Generali Asset Management SPA SGR
INCREASED436,905426,403+10,502+2%$150.7M$148.9M-$1.8M2026-10-26
Chilton Capital Management LLC
INCREASED431,483430,625+858+0%$152.2M$147.0M-$5.1M2026-10-28
Penn Davis Mcfarland Inc
DECREASED426,124428,390-2,266-1%$151.4M$145.2M-$6.2M2026-10-23
Midwest Trust Co
INCREASED415,150383,766+31,384+8%$135.6M$141.5M+$5.9M2026-10-22
Avanza Fonder AB
INCREASED411,250365,653+45,597+12%$129.2M$140.1M+$10.9M2026-10-13
Chesley Taft & Associates LLC
DECREASED409,124418,449-9,325-2%$147.9M$139.4M-$8.4M2026-10-13
ZWJ Investment Counsel Inc
INCREASED405,785399,017+6,768+2%$141.0M$138.3M-$2.7M2026-10-15
Hosking Partners LLP
DECREASED394,738428,454-33,716-8%$151.4M$134.5M-$16.9M2026-10-21
OAK Ridge Investments LLC
DECREASED391,075410,275-19,200-5%$145.0M$133.3M-$11.7M2026-10-30
Country Trust Bank
INCREASED387,220386,785+435+0%$136.7M$131.9M-$4.7M2026-10-30
Maple Capital Management, Inc.
DECREASED378,620385,653-7,033-2%$136.3M$129.0M-$7.3M2026-11-02
HB Wealth Management, LLC
INCREASED372,620358,086+14,534+4%$126.5M$127.0M+$444.0K2026-10-23
Illinois Municipal Retirement Fund
DECREASED370,766372,340-1,5740%$131.6M$126.3M-$5.2M2026-11-05
Trust Co of Vermont
INCREASED368,945367,828+1,117+0%$130.0M$125.7M-$4.3M2026-10-21
Crestwood Advisors Group, LLC
INCREASED366,245351,926+14,319+4%$124.3M$124.8M+$447.5K2026-10-27
Gulf International Bank (UK) Ltd
INCREASED363,200357,708+5,492+2%$126.4M$123.8M-$2.6M2026-10-20
Louisiana State Employees Retirement System
DECREASED360,000368,600-8,600-2%$130.2M$122.7M-$7.6M2026-10-20
Exchange Traded Concepts, LLC
INCREASED359,465308,153+51,312+17%$108.9M$122.5M+$13.6M2026-10-28
Obermeyer Wealth Partners
DECREASED354,760369,046-14,286-4%$130.4M$120.9M-$9.5M2026-10-21
Vantage Investment Partners, LLC
DECREASED353,791363,838-10,047-3%$128.6M$120.6M-$8.0M2026-10-27
Guyasuta Investment Advisors Inc
DECREASED353,711357,169-3,458-1%$126.2M$120.5M-$5.7M2026-10-15
Crossmark Global Holdings, Inc.
DECREASED353,691365,858-12,167-3%$129.3M$120.5M-$8.8M2026-10-21
Parallel Advisors, LLC
DECREASED350,289350,430-1410%$123.8M$119.4M-$4.5M2026-11-03
Heritage Investors Management Corp
DECREASED344,425350,056-5,631-2%$123.7M$117.4M-$6.3M2026-10-29
Community Trust & Investment Co
INCREASED343,198335,201+7,997+2%$118.4M$116.9M-$1.5M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED342,191283,891+58,300+21%$100.3M$116.6M+$16.3M2026-10-16
Pinnacle Associates LTD
DECREASED340,239340,303-640%$120.2M$115.9M-$4.3M2026-10-20
Badgley Phelps Wealth Managers, LLC
INCREASED339,813327,319+12,494+4%$115.7M$115.8M+$136.3K2026-10-22
Munich Reinsurance Co Stock Corp in Munich
DECREASED334,849346,895-12,046-3%$122.6M$114.1M-$8.5M2026-10-30
Mogy Joel R Investment Counsel Inc
INCREASED327,977327,135+842+0%$115.6M$111.8M-$3.8M2026-10-13
Davidson Investment Advisors
DECREASED326,976332,294-5,318-2%$117.4M$111.4M-$6.0M2026-10-20
Violich Capital Management, Inc.
DECREASED324,953332,898-7,945-2%$117.6M$110.7M-$6.9M2026-10-05
Mill Capital Management, LLC
DECREASED321,965324,102-2,137-1%$114.5M$109.7M-$4.8M2026-10-26
Allworth Financial LP
INCREASED321,076287,972+33,104+12%$101.7M$113.4M+$11.7M2026-11-06
D.A. Davidson & Co.
INCREASED319,353317,018+2,335+1%$112.0M$108.8M-$3.2M2026-10-28
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED314,119628,238-314,119-50%$222.0M$107.0M-$114.9M2026-11-06
Modera Wealth Management, LLC
DECREASED312,711315,491-2,780-1%$111.5M$106.6M-$4.9M2026-10-28
Farther Finance Advisors, LLC
INCREASED309,531264,851+44,680+17%$93.6M$105.5M+$11.9M2026-10-08
Smith Chas P & Associates PA Cpas
DECREASED303,234338,489-35,255-10%$119.6M$102.2M-$17.4M2026-10-22
Meyer Handelman Co
DECREASED301,741301,994-2530%$106.7M$102.8M-$3.9M2026-10-28
Gradient Investments LLC
DECREASED295,956345,387-49,431-14%$122.0M$100.8M-$21.2M2026-10-08
Fideuram Asset Management (Ireland) dac
INCREASED293,758252,849+40,909+16%$89.0M$101.2M+$12.1M2026-10-29
Maryland State Retirement & Pension System
INCREASED290,825255,665+35,160+14%$90.3M$99.1M+$8.8M2026-11-05
Merit Financial Group, LLC
INCREASED288,077278,095+9,982+4%$98.3M$98.2M-$100.0K2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED286,783279,232+7,551+3%$98.7M$97.7M-$942.2K2026-10-29
Apollon Wealth Management, LLC
DECREASED284,901296,936-12,035-4%$104.9M$97.1M-$7.8M2026-10-23
Smith Salley Wealth Management
INCREASED284,625277,743+6,882+2%$98.1M$97.0M-$1.2M2026-11-03
Henshaw Capital LLC
UNCHANGED280,740280,74000%$99.2M$95.7M-$3.5M2026-11-03
Greenleaf Trust
DECREASED280,706292,794-12,088-4%$103.5M$95.6M-$7.8M2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED280,031271,014+9,017+3%$95.8M$95.4M-$339.6K2026-10-26
Perigon Wealth Management, LLC
DECREASED279,477281,482-2,005-1%$99.5M$95.2M-$4.2M2026-10-22
Lyell Wealth Management, LP
INCREASED276,741254,136+22,605+9%$89.8M$94.3M+$4.5M2026-10-30
Narwhal Capital Management
DECREASED274,700278,904-4,204-2%$98.5M$93.6M-$4.9M2026-11-04
Citizens Financial Group Inc
INCREASED271,465256,623+14,842+6%$90.7M$92.5M+$1.8M2026-10-23
Empire Life Investments Inc.
INCREASED271,216268,758+2,458+1%$95.0M$92.4M-$2.5M2026-11-06
Tctc Holdings, LLC
INCREASED270,669270,429+240+0%$95.6M$92.2M-$3.3M2026-11-02
Vise Technologies, Inc.
INCREASED269,929190,125+79,804+42%$67.2M$92.0M+$24.8M2026-10-29
Baskin Financial Services Inc.
DECREASED266,449273,909-7,460-3%$96.8M$90.8M-$6.0M2026-10-19
Davenport & Co LLC
DECREASED266,232272,496-6,264-2%$96.3M$90.7M-$5.6M2026-10-14
Oppenheimer Asset Management Inc.
DECREASED263,702268,759-5,057-2%$95.0M$89.9M-$5.1M2026-10-27
Franklin Street Advisors Inc
INCREASED260,517259,323+1,194+0%$91.6M$88.8M-$2.9M2026-10-13
TB Alternative Assets Ltd.
INCREASED259,901159,334+100,567+63%$56.3M$88.6M+$32.3M2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED257,694289,377-31,683-11%$102.2M$87.8M-$14.4M2026-10-30
Regions Financial Corp
DECREASED257,053264,555-7,502-3%$93.5M$87.6M-$5.9M2026-11-05
Hartford Investment Management Co
DECREASED254,465261,224-6,759-3%$92.3M$86.7M-$5.6M2026-11-04
Atria Investments, Inc
INCREASED254,386238,647+15,739+7%$84.3M$86.7M+$2.4M2026-10-15
Diversify Wealth Management, LLC
INCREASED249,096193,772+55,324+29%$63.3M$85.9M+$22.6M2026-10-20
Diversify Advisory Services, LLC
INCREASED249,096193,772+55,324+29%$63.3M$85.9M+$22.6M2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED248,705262,046-13,341-5%$92.6M$84.7M-$7.8M2026-10-20
Prospera Financial Services Inc
INCREASED248,201241,030+7,171+3%$85.2M$69.1M-$16.1M2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED246,759250,543-3,784-2%$88.5M$84.1M-$4.4M2026-10-23
Atwood & Palmer Inc
INCREASED237,063236,545+518+0%$83.6M$80.8M-$2.8M2026-10-08
New Mexico Educational Retirement Board
UNCHANGED235,980235,98000%$83.4M$80.4M-$3.0M2026-11-05
Imc-Chicago, LLC
NEW235,882—+235,882——$80.4M—2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED235,658235,727-690%$83.3M$80.3M-$3.0M2026-10-30
Cohen Klingenstein LLC
DECREASED231,805239,280-7,475-3%$84.5M$79.0M-$5.6M2026-10-15
First Citizens Bank & Trust Co
INCREASED228,153194,403+33,750+17%$68.7M$77.7M+$9.1M2026-10-14
Kestra Private Wealth Services, LLC
INCREASED227,451222,603+4,848+2%$78.7M$77.5M-$1.2M2026-11-06
Bokf, NA
DECREASED225,561242,983-17,422-7%$85.9M$76.9M-$9.0M2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED225,405218,711+6,694+3%$77.3M$76.8M-$472.4K2026-10-21
Compound Planning, Inc.
DECREASED221,906224,304-2,398-1%$79.3M$75.6M-$3.6M2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED221,897202,703+19,194+9%$71.6M$75.6M+$4.0M2026-10-26
Choreo, LLC
INCREASED221,533215,763+5,770+3%$76.2M$75.4M-$777.2K2026-10-28
Auto-Owners Insurance Co
DECREASED219,974462,541-242,567-52%$163.4M$75.0M-$88.5M2026-10-15
Talbot Financial, LLC
INCREASED217,674215,738+1,936+1%$76.2M$74.2M-$2.1M2026-10-19
Brighton Jones LLC
INCREASED215,338214,796+542+0%$75.9M$73.4M-$2.5M2026-11-03
Evergreen Capital Management LLC
DECREASED215,232225,963-10,731-5%$79.8M$73.3M-$6.5M2026-10-23
Sterling Capital Management LLC
DECREASED215,121228,273-13,152-6%$80.7M$73.3M-$7.4M2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED214,739215,132-3930%$76.0M$73.2M-$2.8M2026-11-05
AGF Management LTD
INCREASED214,683186,797+27,886+15%$66.0M$73.2M+$7.2M2026-11-03
Carnegie Investment Counsel
DECREASED212,094218,905-6,811-3%$77.3M$72.3M-$5.1M2026-10-20
General American Investors Co Inc
UNCHANGED209,923209,92300%$74.2M$71.5M-$2.6M2026-11-02
TrinityBridge Ltd
DECREASED207,551351,544-143,993-41%$124.2M$70.7M-$53.5M2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED206,291213,484-7,193-3%$75.4M$70.3M-$5.1M2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED205,633184,231+21,402+12%$65.1M$70.1M+$5.0M2026-10-27
J. L. Bainbridge & Co., Inc.
INCREASED202,867193,480+9,387+5%$68.4M$69.1M+$762.4K2026-10-20
Vestor Capital, LLC
INCREASED200,10531,236+168,869+541%$18.1K$14.9K-$3.2K2026-11-04
Yarbrough Capital, LLC
UNCHANGED199,960199,96000%$70.7M$68.1M-$2.5M2026-10-19
Washington Trust Advisors, Inc.
DECREASED197,677198,282-6050%$70.1M$67.4M-$2.7M2026-10-22
Edgemoor Investment Advisors, Inc.
DECREASED197,087201,966-4,879-2%$71.4M$67.2M-$4.2M2026-11-03
Provident Investment Management, Inc.
DECREASED194,098209,765-15,667-7%$74.1M$66.1M-$8.0M2026-10-23
SBI Securities Co., Ltd.
DECREASED193,856197,812-3,956-2%$69.9M$66.1M-$3.8M2026-10-22
LEE Danner & Bass Inc
DECREASED193,196196,918-3,722-2%$69.6M$65.8M-$3.7M2026-10-27
Academy Capital Management
DECREASED193,184199,040-5,856-3%$70.3M$65.8M-$4.5M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED193,110192,081+1,029+1%$67.9M$65.8M-$2.1M2026-10-20
Mission Wealth Management, LP
DECREASED192,013281,595-89,582-32%$99.5M$65.4M-$34.1M2026-10-15
Clearstead Advisors, LLC
DECREASED191,546192,546-1,000-1%$68.0M$65.3M-$2.8M2026-11-06
IFP Advisors, Inc
INCREASED190,693188,042+2,651+1%$66.4M$65.0M-$1.5M2026-10-16
Private Advisory Group LLC
DECREASED190,342192,350-2,008-1%$68.0M$64.9M-$3.1M2026-11-06
Addenda Capital Inc.
INCREASED185,508173,791+11,717+7%$61.4M$63.2M+$1.8M2026-10-13
Cache Advisors, LLC
INCREASED185,417109,230+76,187+70%$38.6M$63.2M+$24.6M2026-10-16
Montag A & Associates Inc
DECREASED182,786194,446-11,660-6%$68.7M$62.3M-$6.4M2026-10-29
MKP Capital Management, L.L.C.
NEW182,000—+182,000——$62.0M—2026-11-04
Riverbridge Partners LLC
DECREASED179,233189,147-9,914-5%$66.8M$61.1M-$5.8M2026-11-05
Ritholtz Wealth Management
INCREASED178,708155,536+23,172+15%$55.0M$60.9M+$5.9M2026-11-05
J.W. Cole Advisors, Inc.
DECREASED178,481178,659-1780%$63.1M$60.8M-$2.3M2026-11-05
Wedmont Private Capital
INCREASED176,999137,306+39,693+29%$48.7M$61.0M+$12.3M2026-10-09
Avity Investment Management Inc.
DECREASED175,082178,489-3,407-2%$63.1M$59.7M-$3.4M2026-10-09
Noesis Capital Mangement Corp
INCREASED174,753170,064+4,689+3%$60.1M$59.5M-$543.4K2026-10-26
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED174,160174,16000%$62.2M$59.9M-$2.3M2026-10-22
Barlow Wealth Partners, LLC
INCREASED173,691173,030+661+0%$62.1M$59.9M-$2.2M2026-10-15
Oakworth Capital, Inc.
INCREASED172,314171,555+759+0%$60.9M$58.7M-$2.1M2026-10-26
Greenwood Gearhart LLC
INCREASED170,587164,650+5,937+4%$58.2M$58.1M-$50.0K2026-11-02
Profund Advisors LLC
DECREASED169,059176,091-7,032-4%$62.2M$57.6M-$4.6M2026-10-29
Schaper Benz & Wise Investment Counsel Inc
DECREASED168,823169,420-5970%$59.9M$57.5M-$2.3M2026-10-09
Birch Hill Investment Advisors LLC
DECREASED168,724177,012-8,288-5%$62.5M$57.5M-$5.1M2026-10-16
Tamar Securities, LLC
DECREASED167,786167,990-2040%$59.4M$57.2M-$2.2M2026-11-03
ProVise Management Group, LLC
DECREASED165,479169,632-4,153-2%$59.9M$56.4M-$3.6M2026-11-06
Granite Investment Partners, LLC
INCREASED164,886163,324+1,562+1%$57.7M$56.2M-$1.5M2026-11-04
Eagle Global Advisors LLC
DECREASED164,313165,526-1,213-1%$58.5M$56.0M-$2.5M2026-11-02
Daymark Wealth Partners, LLC
INCREASED162,173149,154+13,019+9%$52.7M$55.3M+$2.6M2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED162,049168,603-6,554-4%$59.6M$55.2M-$4.4M2026-10-23
Braun Stacey Associates Inc
DECREASED161,571162,551-980-1%$57.4M$55.1M-$2.4M2026-10-19
Capital Investment Services of America, Inc.
DECREASED160,433167,901-7,468-4%$59.3M$54.7M-$4.7M2026-11-02
Saybrook Capital
UNCHANGED159,998159,99800%$56.5M$54.5M-$2.0M2026-10-27
Farmers & Merchants Investments Inc
INCREASED159,547152,949+6,598+4%$54.0M$54.4M+$322.6K2026-10-22
Carret Asset Management, LLC
DECREASED159,078163,271-4,193-3%$57.7M$54.2M-$3.5M2026-11-04
CWA Asset Management Group, LLC
INCREASED157,751157,285+466+0%$55.6M$53.8M-$1.8M2026-10-19
Harbour Trust & Investment Management Co
DECREASED157,404157,573-1690%$55.7M$53.6M-$2.0M2026-10-28
Reynders McVeigh Capital Management, LLC
DECREASED157,341159,384-2,043-1%$56.3M$53.6M-$2.7M2026-10-30
Independent Financial Group, LLC
INCREASED156,720152,073+4,647+3%$53.7M$53.4M-$331.5K2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED155,322157,550-2,228-1%$55.7M$52.9M-$2.7M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED155,201156,339-1,138-1%$55.2M$52.8M-$2.4M2026-10-29
Nexus Investment Management ULC
DECREASED154,895159,935-5,040-3%$56.5M$52.8M-$3.7M2026-10-27
J. Safra Sarasin Holding AG
DECREASED151,712156,993-5,281-3%$52.0M$48.8M-$3.1M2026-10-26
Mirae Asset Securities (USA) Inc.
INCREASED150,322105,646+44,676+42%$37.3M$51.2M+$13.9M2026-10-15
Elyxium Wealth, LLC
INCREASED149,704149,177+527+0%$52.7M$51.0M-$1.7M2026-10-27
L. Roy Papp & Associates, LLP
DECREASED149,652149,783-1310%$52.9M$51.0M-$1.9M2026-10-21
Quintet Private Bank (Europe) S.A.
INCREASED147,958109,491+38,467+35%$38.7M$50.4M+$11.7M2026-10-08
Bennett Selby Investments LP
INCREASED147,933145,202+2,731+2%$51.3M$50.4M-$897.3K2026-10-19
Gamma Investing LLC
INCREASED147,309135,341+11,968+9%$47.8M$50.2M+$2.4M2026-10-08
E. Ohman J:or Asset Management AB
INCREASED146,315144,865+1,450+1%$51.2M$49.9M-$1.3M2026-10-22
Evanson Financial, LLC
DECREASED145,806145,926-1200%$51.6M$49.7M-$1.9M2026-10-23
North Dakota State Investment Board
INCREASED145,630140,182+5,448+4%$49.5M$49.6M+$91.5K2026-10-27
Woodstock Corp
DECREASED143,603144,760-1,157-1%$51.1M$48.9M-$2.2M2026-10-13
KCM Investment Advisors LLC
DECREASED143,143144,364-1,221-1%$51.0M$48.8M-$2.2M2026-10-27
Tanager Wealth Management LLP
INCREASED142,666133,626+9,040+7%$47.2M$48.6M+$1.4M2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED142,298140,565+1,733+1%$49.7M$48.5M-$1.2M2026-10-16
VestGen Advisors, LLC
DECREASED141,998148,967-6,969-5%$52.6M$48.4M-$4.3M2026-10-27
Park Avenue Securities LLC
INCREASED141,716137,935+3,781+3%$48.7M$48.3M-$449.0K2026-10-26
Great Lakes Advisors, LLC
DECREASED141,440209,188-67,748-32%$73.9M$48.2M-$25.7M2026-11-06
Equitable Trust Co
DECREASED141,128144,898-3,770-3%$51.2M$48.1M-$3.1M2026-10-13
NBT Bank, N.A.
INCREASED139,510138,526+984+1%$48.9M$47.5M-$1.4M2026-10-21
Nixon Peabody Trust Co
INCREASED138,904131,061+7,843+6%$46.3M$47.3M+$1.0M2026-10-23
Meiji Yasuda America Inc
INCREASED137,713110,964+26,749+24%$39.2M$46.9M+$7.7M2026-10-22
Suncoast Equity Management
DECREASED137,288138,777-1,489-1%$49.0M$46.8M-$2.3M2026-11-03
Matrix Asset Advisors Inc
INCREASED137,196135,829+1,367+1%$48.0M$46.7M-$1.2M2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED137,057127,665+9,392+7%$45.1M$46.7M+$1.6M2026-11-05
Sigma Planning Corp
DECREASED136,842136,886-440%$48.4M$46.5M-$1.9M2026-10-23
Frank, Rimerman Advisors LLC
DECREASED136,611137,369-758-1%$48.5M$46.5M-$2.0M2026-10-16
Cullinan Associates Inc
INCREASED135,378118,397+16,981+14%$41.8M$46.1M+$4.3M2026-11-03
Wedbush Securities Inc
INCREASED134,323131,131+3,192+2%$46.3M$45.8M-$564.0K2026-10-22
Appleton Partners Inc
DECREASED134,055136,098-2,043-1%$48.1M$45.7M-$2.4M2026-10-30
Burns J W & Co Inc
DECREASED133,857134,085-2280%$47.4M$45.6M-$1.8M2026-10-20
Raiffeisen Bank International AG
INCREASED132,872107,427+25,445+24%$37.7M$44.8M+$7.1M2026-10-28
Y.D. More Investments Ltd
DECREASED131,994133,097-1,103-1%$47.0M$44.8M-$2.2M2026-11-02
Abner Herrman & Brock LLC
DECREASED130,481133,084-2,603-2%$47.0M$44.5M-$2.6M2026-10-20
AlphaCore Capital LLC
INCREASED129,42559,608+69,817+117%$21.1M$44.1M+$23.0M2026-11-04
Mather Group, Llc.
INCREASED128,46981,001+47,468+59%$28.6M$43.8M+$15.2M2026-10-14
Neville Rodie & Shaw Inc
DECREASED128,353129,074-721-1%$45.6M$43.7K-$45.6M2026-10-05
Clifford Swan Investment Counsel LLC
DECREASED128,001130,249-2,248-2%$46.0M$43.6M-$2.4M2026-11-05
Overbrook Management Corp
DECREASED127,895130,185-2,290-2%$46.0M$43.6M-$2.4M2026-10-08
LS Investment Advisors, LLC
DECREASED126,548127,502-954-1%$45.1M$43.1M-$1.9M2026-10-13
Triglav Investments, D.O.O.
INCREASED126,540114,540+12,000+10%$40.5M$43.1M+$2.6M2026-11-06
Plato Investment Management Ltd
INCREASED126,401122,845+3,556+3%$43.2M$43.2M+$85.8K2026-11-05
UMB Bank, n.a.
DECREASED126,381131,035-4,654-4%$46.3M$43.1M-$3.2M2026-11-06
Securian Asset Management, Inc
DECREASED123,469125,595-2,126-2%$43.5M$42.1M-$1.4M2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED123,186121,185+2,001+2%$42.8M$42.0M-$843.7K2026-11-03
Mirador Capital Partners LP
INCREASED122,987120,659+2,328+2%$42.6M$41.9M-$725.9K2026-10-09
Tritonpoint Wealth, LLC
DECREASED122,848124,270-1,422-1%$43.9M$41.9M-$2.0M2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED122,644103,452+19,192+19%$36.6M$41.8M+$5.2M2026-10-29
Highland Capital Management, LLC
DECREASED121,425152,497-31,072-20%$53.9M$41.4M-$12.5M2026-10-26
YHB Investment Advisors, Inc.
DECREASED120,925122,759-1,834-1%$43.4M$41.2M-$2.2M2026-10-08
Investment House LLC
DECREASED120,354188,492-68,138-36%$66.6M$41.0M-$25.6M2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED120,271123,285-3,014-2%$43.6M$40.9M-$2.6M2026-10-26
GHP Investment Advisors, Inc.
DECREASED119,819121,282-1,463-1%$42.9M$40.8M-$2.0M2026-10-15
Miller Wealth Advisors, LLC
DECREASED119,468120,316-848-1%$42.5M$40.7M-$1.8M2026-11-02
Glenview Trust Co
DECREASED118,891118,926-350%$42.0M$40.5M-$1.5M2026-10-28
MGO One Seven LLC
DECREASED118,783119,546-763-1%$42.2M$40.5M-$1.8M2026-10-28
Beese Fulmer Investment Management, Inc.
DECREASED118,585119,882-1,297-1%$42.4M$40.4M-$2.0M2026-10-23
HUB Investment Partners, LLC
INCREASED118,521105,803+12,718+12%$37.4M$40.4M+$3.0M2026-11-03
Clear Harbor Asset Management, LLC
INCREASED118,413117,312+1,101+1%$41.4M$40.3M-$1.1M2026-11-05
Professional Advisory Services Inc
INCREASED118,368113,672+4,696+4%$40.2M$40.3M+$169.0K2026-10-08
Deroy & Devereaux Private Investment Counsel Inc
INCREASED117,868116,894+974+1%$41.3M$40.2M-$1.1M2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED117,785111,890+5,895+5%$39.5M$40.1M+$599.9K2026-10-22
ARS Wealth Advisors Group, LLC
DECREASED117,315118,637-1,322-1%$41.9M$40.0M-$1.9M2026-10-16
Heirloom Wealth Management
INCREASED117,297115,104+2,193+2%$40.7M$40.0M-$702.1K2026-10-14
Rubicon Global Capital Ltd
UNCHANGED117,070117,07000%$41.4M$39.9M-$1.5M2026-10-28
Trust Asset Management LLC
UNCHANGED116,761116,76100%$41.3M$39.8M-$1.5M2026-11-03
Matthew Goff Investment Advisor, LLC
DECREASED116,278116,769-4910%$41.3M$39.6M-$1.6M2026-10-13
Knights of Columbus Asset Advisors LLC
DECREASED116,094118,275-2,181-2%$41.8M$39.6M-$2.2M2026-11-05
Cullen Investment Group, Ltd.
INCREASED116,063112,029+4,034+4%$39.6M$40.5M+$919.8K2026-10-13
Private Wealth Partners, LLC
DECREASED114,458116,257-1,799-2%$41.1M$39.0M-$2.1M2026-10-22
Meridian Wealth Management, LLC
INCREASED113,93396,830+17,103+18%$34.2M$38.8M+$4.6M2026-11-05
Forum Financial Management, LP
INCREASED112,648106,845+5,803+5%$37.8M$38.4M+$632.0K2026-10-16
Baxter Bros Inc
DECREASED112,625114,457-1,832-2%$40.4M$38.4M-$2.1M2026-11-04
Valeo Financial Advisors, LLC
DECREASED112,261113,077-816-1%$40.0M$38.2M-$1.7M2026-10-08
Chemistry Wealth Management LLC
INCREASED111,500111,444+56+0%$39.4M$38.0M-$1.4M2026-10-16
Sapient Capital LLC
DECREASED110,306112,021-1,715-2%$39.6M$37.6M-$2.0M2026-10-08
Levin Capital Strategies, L.P.
DECREASED109,938110,123-1850%$38.9M$37.5M-$1.4M2026-11-02
Parthenon LLC
DECREASED109,001109,471-4700%$38.7M$37.1M-$1.5M2026-10-22
Diversified Trust Co
DECREASED108,999121,325-12,326-10%$42.9M$37.1M-$5.7M2026-11-06
SeaCrest Wealth Management, LLC
INCREASED108,996108,200+796+1%$38.2M$37.1M-$1.1M2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED108,804114,293-5,489-5%$40.4M$37.1M-$3.3M2026-10-13
Confluence Investment Management LLC
DECREASED108,432115,450-7,018-6%$40.8M$36.9M-$3.8M2026-10-01
Cardinal Point Capital Management ULC
INCREASED106,831106,673+158+0%$37.7M$36.4M-$1.3M2026-10-21
Kenora Financial, LLC
DECREASED106,600107,431-831-1%$38.0M$36.3M-$1.6M2026-10-20
Blume Capital Management, Inc.
DECREASED106,563107,198-635-1%$37.9M$36.3M-$1.6M2026-10-26
First Horizon Corp
DECREASED106,434108,044-1,610-1%$38.2M$36.3M-$1.9M2026-10-26
Boston Common Asset Management, LLC
DECREASED106,431110,135-3,704-3%$38.9M$36.3M-$2.6M2026-10-13
Progressive Investment Management Corp
DECREASED106,431107,153-722-1%$37.9M$36.3M-$1.6M2026-10-26
Wallington Asset Management, LLC
DECREASED106,087106,437-3500%$37.6M$36.1M-$1.5M2026-11-04
Mitchell Capital Management Co
DECREASED104,372105,099-727-1%$37.1M$35.6M-$1.6M2026-10-29
Cabot Wealth Management Inc
DECREASED103,407106,339-2,932-3%$37.6M$35.2M-$2.3M2026-11-05
OFI Invest Asset Management
DECREASED103,383765,754-662,371-86%$237.9M$32.3M-$205.5M2026-11-06
WP Advisors, LLC
INCREASED102,763101,395+1,368+1%$35.8M$35.0M-$810.1K2026-10-22
SteelPeak Wealth, LLC
INCREASED102,75382,103+20,650+25%$29.0M$35.0M+$6.0M2026-10-16
Strategic Planning Group, LLC
INCREASED101,55395,828+5,725+6%$33.9M$34.6M+$744.1K2026-10-22
Capital Investment Counsel, Inc
DECREASED101,413106,559-5,146-5%$37.7M$34.6M-$3.1M2026-10-20
Convergence Investment Partners, LLC
INCREASED101,00958,495+42,514+73%$20.7M$34.4M+$13.7M2026-10-28
V-Square Quantitative Management LLC
INCREASED100,79296,207+4,585+5%$34.0M$34.3M+$351.0K2026-10-15
Praxis Investment Management Inc
UNCHANGED100,630100,63000%$35.6M$34.3M-$1.3M2026-11-03
Wealth Preservation Advisors, LLC
INCREASED100,26799,833+434+0%$35.3M$34.2M-$1.1M2026-11-05
Blue Grotto Capital, LLC
INCREASED100,00050,000+50,000+100%$17.7M$34.1M+$16.4M2026-11-04
Alta Advisers Ltd
INCREASED99,52460,389+39,135+65%$21.3M$33.9M+$12.6M2026-11-02
Simon Quick Advisors, LLC
INCREASED99,51226,634+72,878+274%$9.4M$33.9M+$24.5M2026-10-26
Spire Wealth Management
INCREASED98,40797,256+1,151+1%$34.4M$33.5M-$832.2K2026-10-30
BG Investment Services, LLC
INCREASED98,1151,669+96,446+5779%$589.8K$34.7M+$34.1M2026-10-23
M. Kraus & Co
DECREASED97,70499,097-1,393-1%$35.0M$33.3M-$1.7M2026-10-20
Means Investment Co., Inc.
INCREASED97,65896,351+1,307+1%$34.0M$33.3M-$767.6K2026-11-03
Single Point Partners, LLC
DECREASED97,00197,541-540-1%$1.3M$1.1M-$227.3K2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED96,41788,702+7,715+9%$31.3M$32.9M+$1.5M2026-10-22
Larson Financial Group LLC
INCREASED96,29887,614+8,684+10%$31.0M$32.8M+$1.9M2026-11-05
Citizens National Bank Trust Department
DECREASED96,25696,962-706-1%$34.3M$32.8M-$1.5M2026-11-04
AM Investment Strategies LLC
INCREASED96,18492,676+3,508+4%$32.7M$32.8M+$29.0K2026-11-05
Ardent Capital Management, Inc.
DECREASED95,88197,666-1,785-2%$34.5M$32.7M-$1.8M2026-10-16
Howard Capital Management, LLC
DECREASED95,26995,677-4080%$33.8M$32.5M-$1.3M2026-10-16
Baker Avenue Asset Management, LP
INCREASED95,19989,992+5,207+6%$31.8M$32.4M+$641.4K2026-11-06
Lester Murray Antman dba SimplyRich
DECREASED94,64295,308-666-1%$33.7M$32.2M-$1.4M2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED94,36448,304+46,060+95%$17.2M$32.5M+$15.3M2026-10-13
Principle Wealth Partners LLC
INCREASED94,27093,995+275+0%$33.2M$32.1M-$1.1M2026-11-02
China Universal Asset Management Co., Ltd.
INCREASED94,03282,356+11,676+14%$29.1M$31.7M+$2.6M2026-10-28
Avestar Capital, LLC
DECREASED93,836502,871-409,035-81%$177.7M$32.0M-$145.7M2026-10-28
Rossmore Private Capital
DECREASED93,62793,713-860%$33.1M$31.9M-$1.2M2026-10-27
Bailard, Inc.
DECREASED93,25994,156-897-1%$33.3M$31.8M-$1.5M2026-10-13
Armstrong Henry H Associates Inc
INCREASED92,72392,688+35+0%$32.7M$31.6M-$1.2M2026-10-07
Quilter Plc
INCREASED92,47387,024+5,449+6%$30.7M$31.5M+$761.1K2026-10-21
Adell Harriman & Carpenter Inc
DECREASED90,81692,375-1,559-2%$32.6M$30.9M-$1.7M2026-11-02
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED90,77294,109-3,337-4%$33.3M$30.9M-$2.3M2026-11-03
Bourne Lent Asset Management Inc
DECREASED89,90395,190-5,287-6%$33.6M$30.6M-$3.0M2026-11-05
Perennial Advisors, LLC
DECREASED88,64788,966-3190%$31.4M$30.2M-$1.2M2026-10-13
Northeast Investment Management
DECREASED88,48393,042-4,559-5%$32.9M$30.1M-$2.7M2026-10-30
Harvey Investment Co LLC
DECREASED88,45993,469-5,010-5%$33.0M$30.1M-$2.9M2026-10-20
Schmidt P J Investment Management Inc
DECREASED88,37788,630-2530%$31.3M$30.1M-$1.2M2026-11-02
Fulton Bank, N.A.
INCREASED88,24177,200+11,041+14%$27.3M$30.1M+$2.8M2026-10-14
Capital Investment Advisory Services, LLC
INCREASED87,85873,478+14,380+20%$26.0M$29.9M+$4.0M2026-10-30
Sheets Smith Wealth Management
DECREASED87,84194,155-6,314-7%$33.3M$29.9M-$3.3M2026-10-16
Chicago Partners Investment Group LLC
INCREASED86,84583,884+2,961+4%$26.7M$27.6M+$850.4K2026-10-27
Associated Banc-Corp
DECREASED86,35194,874-8,523-9%$33.5M$29.4M-$4.1M2026-10-30
Goelzer Investment Management, Inc.
DECREASED86,33386,369-360%$30.5M$29.4M-$1.1M2026-10-16
Allen Operations LLC
UNCHANGED85,44185,44100%$30.2M$29.1M-$1.1M2026-11-03
Central Trust Co
DECREASED85,18587,464-2,279-3%$30.9M$29.0M-$1.9M2026-11-05
Jacobs & Co
DECREASED85,11785,257-1400%$30.1M$29.0M-$1.1M2026-10-09
Ninety One UK Ltd
INCREASED84,96981,629+3,340+4%$28.8M$29.0M+$110.4K2026-10-15
DDD Partners, LLC
INCREASED84,50582,077+2,428+3%$29.0M$28.8M-$205.8K2026-11-02
Attestor Capital Ltd
NEW84,150—+84,150——$28.7M—2026-11-05
Apella Capital, LLC
DECREASED84,00887,778-3,770-4%$31.9M$29.2M-$2.7M2026-10-08
Harel Insurance Investments & Financial Services Ltd.
INCREASED83,19178,301+4,890+6%$27.7M$28.3M+$662.0K2026-11-02
Venture Visionary Partners LLC
INCREASED82,85381,618+1,235+2%$28.8M$28.2M-$606.5K2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED82,66769,863+12,804+18%$24.7M$28.2M+$3.5M2026-10-23
Lmcg Investments, LLC
DECREASED82,49783,942-1,445-2%$29.7M$28.1M-$1.5M2026-10-21
Americana Partners, LLC
DECREASED82,28487,330-5,046-6%$30.9M$28.0M-$2.8M2026-10-28
Aljian Capital Management, LLC
DECREASED82,23783,343-1,106-1%$29.4M$28.0M-$1.4M2026-10-28
TLW Wealth Management, LLC
INCREASED82,13781,443+694+1%$28.8M$28.0M-$788.9K2026-10-27
Analyst IMS Investment Management Services Ltd.
DECREASED82,10584,341-2,236-3%$29.8M$28.0M-$1.8M2026-11-05
Ascent Group, LLC
DECREASED82,08682,325-2390%$29.1M$28.0M-$1.1M2026-10-30
Asio Capital, LLC
INCREASED81,87380,376+1,497+2%$28.4M$27.9M-$501.8K2026-10-19
Fisher Funds Management LTD
INCREASED81,36765,328+16,039+25%$23.1M$27.7M+$4.6M2026-10-13
Tufton Capital Management
DECREASED81,10882,589-1,481-2%$29.2M$27.6M-$1.5M2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED80,68154,240+26,441+49%$19.1M$27.5M+$8.4M2026-10-13
Ramsay, Stattman, Vela & Price, Inc.
DECREASED80,58482,365-1,781-2%$29.1M$27.5M-$1.6M2026-10-19
Ferguson Wellman Capital Management, Inc
INCREASED80,37880,108+270+0%$28.3M$27.4M-$916.6K2026-10-05
Mirabaud & Cie SA
INCREASED80,33779,562+775+1%$28.1M$27.4M-$737.6K2026-10-27
NWF Advisory Services Inc.
INCREASED80,30779,940+367+0%$28.2M$27.4M-$881.3K2026-10-19
Bdf-Gestion
DECREASED79,69595,522-15,827-17%$1.1M$27.2M+$26.0M2026-10-19
Chicago Capital, LLC
DECREASED79,03483,962-4,928-6%$29.7M$26.9M-$2.7M2026-10-13
Kintegral Advisory, LLC
INCREASED78,60978,165+444+1%$27.6M$26.8M-$832.8K2026-10-16
GC Wealth Management RIA, LLC
INCREASED77,63574,183+3,452+5%$26.2M$26.5M+$242.6K2026-11-02
RPG Investment Advisory, LLC
DECREASED77,167135,730-58,563-43%$48.0M$26.3M-$21.7M2026-10-21
Cortland Associates Inc
DECREASED77,04880,721-3,673-5%$28.5M$26.3M-$2.3M2026-10-29
Trifecta Capital Advisors, LLC
INCREASED76,87375,604+1,269+2%$26.7M$26.2M-$519.5K2026-10-21
Sowell Financial Services LLC
INCREASED76,69574,614+2,081+3%$26.4M$26.1M-$230.4K2026-10-23
True North Advisors, LLC
INCREASED76,6001,079+75,521+6999%$385.6K$26.1M+$25.7M2026-10-22
Van Cleef Asset Management,Inc
DECREASED76,17177,299-1,128-1%$27.3M$26.0M-$1.4M2026-10-20
Congress Asset Management Co
INCREASED75,58263,061+12,521+20%$22.3M$25.8M+$3.5M2026-10-06
71 West Capital Partners
DECREASED75,23875,689-451-1%$26.7M$25.6M-$1.1M2026-11-04
WealthPlan Investment Management, LLC
DECREASED74,38580,454-6,069-8%$28.4M$25.3M-$3.1M2026-10-15
Global X Japan Co., Ltd.
DECREASED73,82387,579-13,756-16%$30.9M$25.2M-$5.8M2026-10-21
Vest Financial, LLC
INCREASED73,44471,967+1,477+2%$25.4M$25.0M-$402.8K2026-10-21
Turtle Creek Wealth Advisors, LLC
INCREASED73,31971,704+1,615+2%$25.3M$25.0M-$347.2K2026-10-15
Hamilton Point Investment Advisors, LLC
DECREASED73,05485,755-12,701-15%$30.3M$24.9M-$5.4M2026-11-03
West Wealth Group, LLC
INCREASED72,9992,844+70,155+2467%$1.0M$986.6K-$18.5K2026-10-14
Signaturefd, LLC
INCREASED72,81467,750+5,064+7%$23.9M$24.8M+$872.5K2026-10-23
Parsons Capital Management Inc
DECREASED72,65674,065-1,409-2%$26.2M$24.8M-$1.4M2026-10-28
Patten & Patten Inc
DECREASED72,57973,552-973-1%$26.0M$24.7M-$1.3M2026-10-26
Udine Wealth Management, Inc.
INCREASED71,75669,781+1,975+3%$24.9M$24.7M-$247.8K2026-10-23
Apollon Financial, LLC
DECREASED71,17971,239-600%$25.2M$24.3M-$917.4K2026-10-23
Orange Investment Advisors, Inc.
INCREASED70,41069,548+862+1%$24.6M$24.0M-$581.9K2026-10-23
Westwind Capital
DECREASED70,18075,184-5,004-7%$26.6M$23.9M-$2.7M2026-10-08
Dynamic Advisor Solutions LLC
INCREASED69,84667,475+2,371+4%$23.8M$23.8M-$41.8K2026-10-13
Oarsman Capital, Inc.
DECREASED69,75672,668-2,912-4%$25.7M$23.8M-$1.9M2026-11-05
Brookstone Capital Management
DECREASED69,38373,804-4,421-6%$26.1M$23.6M-$2.4M2026-10-22
Scott & Selber, Inc.
DECREASED69,37169,460-890%$24.5M$23.6M-$904.8K2026-10-21
Moors & Cabot, Inc.
INCREASED69,05764,324+4,733+7%$22.7M$23.5M+$802.9K2026-11-06
AMG National Trust Bank
DECREASED68,69668,840-1440%$24.3M$23.4M-$915.7K2026-11-05
Pioneer Trust Bank N A
INCREASED68,50266,702+1,800+3%$23.6M$23.3M-$226.4K2026-11-06
Lazard Freres Gestion S.A.S.
DECREASED68,03986,821-18,782-22%$30.7M$23.2M-$7.5M2026-11-03
Portfolio Design Labs, LLC
INCREASED67,93667,381+555+1%$23.8M$23.1M-$659.2K2026-11-04
Occidental Asset Management, LLC
INCREASED67,61163,241+4,370+7%$22.3M$23.0M+$693.0K2026-11-05
Moran Wealth Management, LLC
DECREASED67,52773,884-6,357-9%$26.1M$23.0M-$3.1M2026-10-22
Cove Private Wealth, LLC
INCREASED67,18165,832+1,349+2%$23.3M$22.9M-$369.2K2026-10-28
Roberts Wealth Advisors, LLC
INCREASED66,80766,296+511+1%$23.4M$22.8M-$660.6K2026-10-14
Third View Private Wealth, LLC
INCREASED66,67963,827+2,852+4%$22.6M$22.7M+$168.2K2026-10-30
Trust Co of Toledo NA
DECREASED66,27167,186-915-1%$23.7M$22.6M-$1.2M2026-10-16
Calamos Wealth Management LLC
INCREASED66,19563,913+2,282+4%$22.6M$22.6M-$27.4K2026-11-02
Sepio Capital, LP
INCREASED65,37046,170+19,200+42%$16.3M$22.3M+$6.0M2026-10-22
PKO Investment Management Joint-Stock Co
UNCHANGED65,00065,00000%$23.0M$22.1M-$818.4K2026-10-19
J.Safra Asset Management Corp
INCREASED64,84860,145+4,703+8%$21.3M$22.1M+$845.2K2026-11-03
Rockline Wealth Management, LLC
INCREASED64,56063,610+950+1%$22.5M$22.0M-$477.2K2026-10-26
Traynor Capital Management, Inc.
INCREASED64,25363,513+740+1%$22.4M$21.9M-$547.5K2026-10-29
Aaron Wealth Advisors LLC
INCREASED64,23455,428+8,806+16%$19.6M$21.9M+$2.3M2026-10-13
Community Financial Services Group, LLC
DECREASED64,08465,457-1,373-2%$23.4M$21.5M-$2.0M2026-10-15
Culbertson A N & Co Inc
DECREASED64,01464,958-944-1%$23.0M$21.8M-$1.1M2026-10-21
Mengis Capital Management, Inc.
INCREASED63,96663,775+191+0%$22.5M$21.8M-$738.0K2026-10-13
Eastern Bank
INCREASED63,95762,559+1,398+2%$22.1M$21.8M-$311.3K2026-10-05
Courier Capital LLC
DECREASED63,31166,941-3,630-5%$23.7M$21.6M-$2.1M2026-10-19
Sweeney & Michel, LLC
DECREASED63,28864,347-1,059-2%$22.7M$21.6M-$1.2M2026-10-16
Harbor Investment Advisory, LLC
DECREASED62,81964,099-1,280-2%$22.6M$21.4M-$1.2M2026-10-13
SAX Wealth Advisors, LLC
INCREASED62,65630,489+32,167+106%$8.7M$21.3M+$12.6M2026-10-13
Poehling Capital Management, Inc.
DECREASED62,57563,278-703-1%$22.4M$21.3M-$1.0M2026-10-20
Perryman Financial Advisory Inc
DECREASED62,49362,717-2240%$22.2M$21.3M-$866.1K2026-10-16
Avalon Capital Management
DECREASED62,26464,136-1,872-3%$22.7M$21.2M-$1.4M2026-11-04
Flagship Harbor Advisors, LLC
INCREASED61,89661,850+46+0%$21.9M$21.1M-$762.7K2026-10-26
Zions Bancorporation, National Association
DECREASED61,63362,557-924-1%$22.1M$21.0M-$1.1M2026-11-06
LSV Asset Management
DECREASED61,39567,530-6,135-9%$23.9M$20.9M-$2.9M2026-11-06
Wesbanco Bank Inc
DECREASED60,62077,018-16,398-21%$27.2M$20.7M-$6.6M2026-11-04
Woodmont Investment Counsel LLC
DECREASED60,53660,756-2200%$21.5M$20.6M-$839.8K2026-10-29
SVB Wealth LLC
DECREASED60,10368,650-8,547-12%$24.3M$20.5M-$3.8M2026-11-06
Penobscot Investment Management Company, Inc.
INCREASED59,96059,885+75+0%$21.2M$20.4M-$728.4K2026-10-26
Pegasus Asset Management, Inc.
INCREASED59,52458,800+724+1%$20.8M$20.3M-$493.6K2026-11-03
Nicollet Investment Management, Inc.
DECREASED59,51760,959-1,442-2%$21.5M$20.3M-$1.3M2026-10-14
Marks Group Wealth Management, Inc
DECREASED59,26462,992-3,728-6%$22.3M$20.2M-$2.1M2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED58,93860,317-1,379-2%$21.3M$20.1M-$1.2M2026-11-04
SP Asset Management LLC
INCREASED58,86558,657+208+0%$20.7M$20.1M-$667.6K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED58,85458,684+170+0%$20.7M$20.1M-$681.1K2026-10-22
Bender Robert & Associates
DECREASED58,68564,314-5,629-9%$22.7M$20.0M-$2.7M2026-10-21
Waldron Private Wealth LLC
DECREASED58,40559,040-635-1%$20.9M$19.9M-$959.9K2026-11-02
Shepherd Financial Partners LLC
DECREASED58,40258,444-420%$20.6M$19.9M-$749.9K2026-11-03
Krilogy Financial LLC
INCREASED58,05257,869+183+0%$20.4M$20.3M-$188.6K2026-10-13
Angeles Wealth Management, LLC
DECREASED57,79958,140-341-1%$20.5M$19.7M-$848.1K2026-10-26
Winch Advisory Services, LLC
DECREASED57,68458,809-1,125-2%$20.8M$19.7M-$1.1M2026-11-06
Quadrant Capital Group LLC
DECREASED57,592360,611-303,019-84%$128.6M$20.1M-$108.5M2026-10-20
Galvin, Gaustad & Stein, LLC
INCREASED57,01356,638+375+1%$20.0M$19.4M-$585.2K2026-10-08
Bretton Capital Management, LLC
UNCHANGED57,00057,00000%$20.1M$19.4M-$717.6K2026-10-22
Chicago Trust Co NA
INCREASED56,92646,367+10,559+23%$16.4M$19.4M+$3.0M2026-10-28
Dillon & Associates Inc
DECREASED56,84457,547-703-1%$20.3M$19.4M-$930.0K2026-10-22
Inspire Trust Co, N.A.
DECREASED56,38157,381-1,000-2%$20.3M$19.2M-$1.1M2026-11-05
Patriot Financial Group Insurance Agency, LLC
INCREASED56,15554,042+2,113+4%$19.1M$19.1M+$39.6K2026-10-14
Gouws Capital LLC
DECREASED55,56255,662-1000%$19.7M$18.9M-$734.9K2026-10-09
Nfsg Corp
INCREASED55,41352,004+3,409+7%$18.4M$18.9M+$506.8K2026-10-15
Manchester Capital Management LLC
DECREASED55,28856,265-977-2%$19.9M$18.8M-$1.0M2026-10-22
Brown Shipley& Co Ltd
INCREASED55,09654,517+579+1%$19.3M$18.8M-$489.1K2026-10-09
International Assets Investment Management, LLC
INCREASED54,94253,918+1,024+2%$19.3M$18.4M-$894.4K2026-11-02
Jcic Asset Management Inc.
DECREASED54,61869,085-14,467-21%$19.8M$18.6M-$1.2M2026-10-30
EverSource Wealth Advisors, LLC
INCREASED54,59951,190+3,409+7%$18.1M$18.6M+$517.2K2026-11-04
Cypress Asset Management Inc
INCREASED54,42953,471+958+2%$18.9M$18.5M-$346.8K2026-10-09
Masterinvest Kapitalanlage GmbH
DECREASED54,33457,733-3,399-6%$20.4M$18.5M-$1.9M2026-11-03
Simplicity Wealth,LLC
INCREASED54,19147,833+6,358+13%$16.9M$18.5M+$1.6M2026-10-23
Shikiar Asset Management Inc
DECREASED54,12155,158-1,037-2%$19.5M$18.4M-$1.0M2026-10-20
HS Management Partners, LLC
DECREASED54,09560,093-5,998-10%$21.2M$18.4M-$2.8M2026-11-05
DCF Advisers, LLC
UNCHANGED54,00054,00000%$19.1M$18.4M-$679.9K2026-11-04
Kercheville Advisors, LLC
INCREASED53,99153,782+209+0%$19.0M$18.4M-$605.9K2026-10-19
Kornitzer Capital Management Inc
DECREASED53,97754,807-830-2%$19.4M$18.4M-$972.8K2026-11-03
JLB & Associates Inc
DECREASED53,62753,802-1750%$19.0M$18.9M-$61.8K2026-10-27
Telos Capital Management, Inc.
DECREASED53,39254,038-646-1%$19.1M$18.2M-$900.4K2026-11-02
Howard Capital Management Group, LLC
DECREASED53,32354,099-776-1%$19.1M$18.2M-$945.2K2026-10-16
Parkside Investments, LLC
DECREASED53,14553,528-383-1%$18.9M$18.4M-$504.5K2026-10-20
Chronos Wealth Management, LLC
DECREASED52,95653,071-1150%$18.8M$18.0M-$707.3K2026-10-20
Ldic Inc.
INCREASED52,86148,044+4,817+10%$17.0M$18.0M+$1.0M2026-10-14
Chatham Capital Group, Inc.
DECREASED52,71153,556-845-2%$18.9M$18.0M-$962.2K2026-10-16
Garde Capital, Inc.
INCREASED52,61552,558+57+0%$18.6M$17.9M-$642.5K2026-10-29
Axxcess Wealth Management, LLC
DECREASED52,556106,122-53,566-50%$35.6M$16.1M-$19.5M2026-10-21
Jamison Private Wealth Management, Inc.
INCREASED52,45152,061+390+1%$18.4M$17.9M-$522.6K2026-10-14
Kelleher Financial Advisors
DECREASED52,37992,845-40,466-44%$32.8M$17.8M-$15.0M2026-10-30
Live Oak Private Wealth LLC
DECREASED52,19656,357-4,161-7%$19.9M$17.8M-$2.1M2026-11-02
Walter Public Investments Inc.
DECREASED52,00567,916-15,911-23%$24.0M$17.7M-$6.3M2026-11-05
Verdence Capital Advisors LLC
INCREASED51,83037,850+13,980+37%$13.4M$17.7M+$4.3M2026-10-26
Level Four Advisory Services, LLC
INCREASED51,63550,492+1,143+2%$17.8M$17.6M-$246.8K2026-11-06
Deuterium Capital Management, LLC
DECREASED51,51061,812-10,302-17%$22.1M$17.6M-$4.5M2026-11-04
MFF Capital Investments Ltd
UNCHANGED51,31451,31400%$18.1M$17.5M-$646.0K2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED51,27850,302+976+2%$17.8M$17.5M-$300.8K2026-11-04
Pacifica Partners Inc.
INCREASED51,19051,010+180+0%$18.2M$17.1M-$1.0M2026-10-09
3Chopt Investment Partners, LLC
INCREASED51,17849,464+1,714+3%$17.5M$17.4M-$38.7K2026-10-30
EagleClaw Capital Managment, LLC
DECREASED50,62852,222-1,594-3%$18.5M$17.3M-$1.2M2026-11-06
Gibraltar Capital Management, Inc.
INCREASED50,59245,431+5,161+11%$16.1M$17.2M+$1.2M2026-10-27
Rare Wolf Capital LLC
DECREASED50,49750,683-1860%$17.9M$17.2M-$701.5K2026-10-20
Pecaut & Co.
DECREASED50,07252,934-2,862-5%$18.7M$17.1M-$1.6M2026-10-27
Knuff & Co LLC
INCREASED50,01548,471+1,544+3%$17.1M$17.0M-$84.1K2026-11-06
Inscription Capital, LLC
DECREASED49,83560,531-10,696-18%$21.4M$17.0M-$4.4M2026-11-02
Compagnie Lombard Odier SCmA
DECREASED49,67950,599-920-2%$17.9M$16.9M-$950.5K2026-11-04
Bfsg, LLC
INCREASED49,66247,912+1,750+4%$16.9M$16.9M-$6.7K2026-10-30
Channel Wealth LLC
INCREASED49,65247,733+1,919+4%$16.9M$16.9M+$53.0K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED49,64640,702+8,944+22%$14.4M$16.9M+$2.5M2026-10-21
HBK Sorce Advisory LLC
DECREASED49,35453,497-4,143-8%$19.3M$13.9M-$5.4M2026-11-06
Moody Lynn Lieberson & Walker, LLC
DECREASED49,04649,445-399-1%$17.5M$16.7M-$758.5K2026-10-14
Lipe & Dalton
DECREASED48,95749,227-270-1%$17.4M$16.7M-$711.0K2026-10-15
Bahl & Gaynor LLC
DECREASED48,83049,012-1820%$17.3M$16.6M-$679.1K2026-11-05
Channing Capital Management, LLC
INCREASED48,75725,596+23,161+90%$9.0M$16.6M+$7.6M2026-11-02
PDS Planning, Inc
INCREASED48,42247,495+927+2%$16.8M$16.5M-$282.1K2026-11-03
N10 Wealth, LLC
INCREASED48,12847,381+747+2%$16.7M$16.4M-$342.0K2026-10-14
Chemung Canal Trust Co
DECREASED48,06648,922-856-2%$17.3M$16.4M-$907.6K2026-11-04
Resonant Capital Advisors, LLC
INCREASED47,87947,520+359+1%$16.8M$16.3M-$476.0K2026-10-15
Kazazian Asset Management, LLC
UNCHANGED47,67747,67700%$16.8M$16.2M-$600.3K2026-11-02
Hedeker Wealth, LLC
DECREASED47,49148,155-664-1%$17.0M$16.2M-$832.5K2026-10-23
Dutch Asset Corp
INCREASED47,01745,248+1,769+4%$16.0M$16.0M+$33.1K2026-10-20
N10 Assets, LLC
INCREASED46,8692,440+44,429+1821%$862.1K$16.0M+$15.1M2026-10-14
Smithbridge Asset Management Inc
DECREASED46,84846,934-860%$16.6M$16.0M-$620.2K2026-10-19
Segment Wealth Management, LLC
INCREASED46,69144,982+1,709+4%$15.9M$15.9M+$16.0K2026-10-26
Hikari Power Ltd
DECREASED46,500110,990-64,490-58%$39.2M$15.8M-$23.4M2026-10-30
Costello Asset Management, Inc
DECREASED46,47746,689-2120%$16.5M$15.8M-$660.1K2026-10-30
Long Road Investment Counsel, LLC
DECREASED46,36948,549-2,180-4%$17.2M$15.8M-$1.4M2026-11-04
Prevail Innovative Wealth Advisors, LLC
INCREASED46,32927,625+18,704+68%$9.8M$16.1M+$6.3M2026-10-20
Howland Capital Management LLC
DECREASED45,86346,988-1,125-2%$16.6M$15.6M-$975.0K2026-10-22
Sarasin & Partners LLP
DECREASED45,54248,328-2,786-6%$17.1M$15.5M-$1.6M2026-10-13
Linscomb Wealth, Inc.
INCREASED45,54244,427+1,115+3%$15.7M$15.5M-$179.4K2026-11-05
Dana Investment Advisors, Inc.
INCREASED45,52345,382+141+0%$16.0M$15.5M-$523.3K2026-11-06
Hamel Associates, Inc.
DECREASED45,49546,642-1,147-2%$16.5M$15.5M-$968.0K2026-11-06
Pavion Blue Capital, LLC
DECREASED45,18846,666-1,478-3%$16.5M$15.4M-$1.1M2026-11-05
Searcy Financial Services Inc
DECREASED45,07445,965-891-2%$16.2M$15.4M-$882.2K2026-10-07
Phraction Management LLC
INCREASED44,90344,885+18+0%$15.9M$15.3M-$559.0K2026-10-14
Stolper Co
INCREASED44,87144,833+38+0%$15.8M$15.3M-$552.0K2026-10-13
Louisbourg Investments Inc.
DECREASED44,87045,181-311-1%$13.3M$12.7M-$570.7K2026-10-20
AIA Group Ltd
DECREASED44,81964,932-20,113-31%$22.9M$15.3M-$7.7M2026-10-30
Delta Financial Advisors LLC
DECREASED44,71544,852-1370%$15.8M$15.2M-$611.5K2026-10-27
Cigna Investments Inc
DECREASED44,39044,871-481-1%$15.9M$15.1M-$729.0K2026-10-19
Blue Trust, Inc.
INCREASED44,32740,637+3,690+9%$14.4M$15.1M+$745.9K2026-10-15
Romano Brothers and Company
DECREASED44,14645,201-1,055-2%$16.0M$15.0M-$928.5K2026-10-22
Fishman JAY A LTD
DECREASED44,13044,231-1010%$15.6M$15.0M-$591.3K2026-10-26
Old National Bancorp
DECREASED44,06645,485-1,419-3%$16.1M$15.0M-$1.1M2026-10-20
Fulcrum Asset Management LLP
DECREASED44,03044,571-541-1%$15.7M$14.9M-$804.7K2026-11-04
Baldwin Wealth Partners LLC
DECREASED43,98945,427-1,438-3%$16.1M$15.0M-$1.1M2026-10-13
Merrion Investment Management Co, LLC
DECREASED43,89744,072-1750%$15.6M$15.0M-$614.5K2026-10-16
Simplex Trading, LLC
DECREASED43,794147,687-103,893-70%$52.2M$14.9M-$37.3M2026-11-04
Cypress Capital Group
INCREASED43,63543,260+375+1%$15.3M$14.9M-$416.9K2026-11-03
Quantum Private Wealth, LLC
DECREASED43,53343,613-800%$15.4M$14.8M-$576.3K2026-10-20
RFG Advisory, LLC
INCREASED43,50541,211+2,294+6%$14.6M$14.8M+$262.6K2026-11-03
Canandaigua National Bank & Trust Co
DECREASED43,30843,711-403-1%$15.4M$14.8M-$687.6K2026-10-07
KTF Investments, LLC
INCREASED43,25042,967+283+1%$15.2M$14.7M-$444.5K2026-10-23
Park State Asset Management
DECREASED43,10947,279-4,170-9%$16.7M$14.7M-$2.0M2026-11-02
CFM Wealth Partners LLC
DECREASED43,09243,133-410%$15.2M$14.7M-$556.9K2026-11-05
Sky Investment Group LLC
INCREASED42,85638,486+4,370+11%$13.6M$14.6M+$1.0M2026-10-30
Kathmere Capital Management, LLC
INCREASED42,84941,500+1,349+3%$14.7M$14.6M-$63.1K2026-10-20
Ellis Investment Partners, LLC
INCREASED42,57042,466+104+0%$15.0M$14.5M-$499.4K2026-10-21
Axxion S.A.
UNCHANGED42,52842,52800%$15.0M$14.5M-$535.4K2026-10-22
VCI Wealth Management LLC
INCREASED42,48740,272+2,215+6%$14.2M$14.5M+$247.7K2026-10-29
Cornerstone Advisory, LLC
INCREASED42,42028,762+13,658+47%$10.2M$14.5M+$4.3M2026-11-06
First American Bank
DECREASED42,41244,131-1,719-4%$15.6M$14.5M-$1.1M2026-10-27
Compass Wealth Management LLC
DECREASED42,41243,802-1,390-3%$15.5M$14.5M-$1.0M2026-10-22
Icici Prudential Asset Management Co Ltd
DECREASED42,40042,411-110%$15.0M$14.4M-$537.7K2026-11-06
Avior Wealth Management, LLC
DECREASED42,38844,670-2,282-5%$15.8M$14.4M-$1.3M2026-10-13
Balboa Wealth Partners
DECREASED42,27142,276-50%$14.9M$14.4M-$533.9K2026-10-20
Everhart Financial Group, Inc.
INCREASED42,26341,600+663+2%$14.7M$14.4M-$297.6K2026-10-08
Kepler Cheuvreux (Suisse) SA
DECREASED41,88947,972-6,083-13%$16.9M$14.3M-$2.7M2026-10-20
LVW Advisors, LLC
DECREASED41,79642,023-227-1%$14.8M$14.2M-$606.4K2026-10-19
Norden Group LLC
INCREASED41,74440,973+771+2%$14.5M$14.2M-$254.0K2026-10-20
Jacobi Capital Management LLC
DECREASED41,73941,807-680%$14.8M$14.2M-$549.7K2026-11-05
New Hampshire Trust
INCREASED41,65241,592+60+0%$14.7M$14.2M-$503.2K2026-10-20
Pekin Hardy Strauss, Inc.
INCREASED41,19440,288+906+2%$14.2M$14.0M-$198.6K2026-11-02
Formidable Asset Management, LLC
DECREASED41,07741,490-413-1%$12.0M$14.5M+$2.5M2026-11-03
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED41,06341,780-717-2%$14.8M$14.0M-$770.3K2026-10-21
Verde Servicos Internacionais S.A.
NEW41,052—+41,052——$14.0M—2026-10-26
Marathon Capital Management
DECREASED40,97141,357-386-1%$14.6M$14.0M-$652.4K2026-10-23
Lawson Kroeker Investment Management Inc
DECREASED40,56240,924-362-1%$14.5M$13.8M-$638.6K2026-10-22
Capital Investment Advisors, LLC
INCREASED40,50140,333+168+0%$14.3M$13.8M-$450.2K2026-10-22
PFG Advisors
DECREASED40,34141,093-752-2%$14.5M$13.7M-$773.6K2026-10-16
Catalyst Financial Partners LLC
INCREASED39,90437,552+2,352+6%$13.3M$13.6M+$328.3K2026-11-06
Bradley & Co. Private Wealth Management, LLC
DECREASED39,74651,454-11,708-23%$18.2M$13.5M-$4.6M2026-10-23
Asset One Wealth Management LLC
INCREASED39,68425,568+14,116+55%$9.5M$13.5M+$4.1M2026-11-02
Harbour Capital Advisors, LLC
INCREASED39,44339,377+66+0%$14.0M$13.4M-$540.2K2026-10-13
Prentiss Smith & Co Inc
DECREASED39,17839,449-271-1%$13.9M$13.3M-$589.0K2026-10-27
WoodTrust Financial Corp
DECREASED39,03140,053-1,022-3%$14.2M$13.3M-$853.0K2026-10-09
DLK Investment Management, LLC
DECREASED38,83265,936-27,104-41%$12.1M$13.2M+$1.1M2026-10-09
Contravisory Investment Management, Inc.
INCREASED38,61538,104+511+1%$13.5M$13.2M-$305.6K2026-10-13
TD Private Client Wealth LLC
DECREASED38,39140,357-1,966-5%$14.3M$13.1M-$1.2M2026-10-28
Bill Few Associates, Inc.
DECREASED38,27239,797-1,525-4%$14.1M$13.0M-$1.0M2026-10-09
Citizens & Northern Corp
DECREASED38,24839,454-1,206-3%$13.9M$13.0M-$907.7K2026-11-06
Cordatus Wealth Management LLC
DECREASED38,21539,402-1,187-3%$13.9M$13.0M-$900.5K2026-10-19
Certuity, LLC
INCREASED38,16438,161+3+0%$13.5M$13.0M-$479.5K2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED37,81337,81300%$13.4M$13.4M$02026-10-15
Private Trust Co NA
INCREASED37,80236,000+1,802+5%$12.7M$12.9M+$160.9K2026-10-20
Corbyn Investment Management Inc
DECREASED37,40838,530-1,122-3%$13.6M$12.7M-$867.4K2026-10-30
Fiera Capital Corp
INCREASED37,32834,966+2,362+7%$12.4M$12.7M+$364.6K2026-11-06
Monarch Capital Management Inc
INCREASED37,26937,110+159+0%$13.1M$12.7M-$413.0K2026-10-19
Clay Northam Wealth Management, LLC
DECREASED37,21037,305-950%$13.2M$12.7M-$502.0K2026-10-13
180 Wealth Advisors, LLC
INCREASED37,18036,937+243+1%$13.1M$12.7M-$382.2K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED37,14436,205+939+3%$12.8M$12.7M-$135.8K2026-10-16
GFS Advisors, LLC
INCREASED36,96935,230+1,739+5%$88.1K$12.6M+$12.5M2026-11-03
Huntleigh Advisors, Inc.
INCREASED36,84736,082+765+2%$12.7M$12.6M-$193.5K2026-11-03
Oxler Private Wealth LLC
DECREASED36,78336,817-340%$13.0M$12.5M-$475.2K2026-10-21
North Star Investment Management Corp.
INCREASED36,57836,288+290+1%$12.8M$12.5M-$357.9K2026-10-27
GenTrust, LLC
INCREASED36,56236,163+399+1%$12.8M$12.5M-$319.3K2026-11-06
Premier Path Wealth Partners, LLC
DECREASED36,39737,195-798-2%$13.1M$12.4M-$740.4K2026-10-16
AMI Investment Management Inc
INCREASED36,27734,648+1,629+5%$12.2M$12.4M+$118.7K2026-10-27
Heck Capital Advisors, LLC
INCREASED36,22922,229+14,000+63%$7.9M$12.3M+$4.5M2026-10-14
Ahara Advisors LLC
INCREASED36,16035,294+866+2%$12.5M$12.3M-$149.2K2026-10-29
Aspiriant, LLC
DECREASED36,15740,883-4,726-12%$14.4M$12.3M-$2.1M2026-10-16
Mine & Arao Wealth Creation & Management, Llc.
INCREASED36,13935,509+630+2%$12.5M$12.3M-$232.8K2026-10-29
M Holdings Securities, Inc.
INCREASED36,13835,337+801+2%$12.4M$10.3K-$12.4M2026-11-03
Mount Vernon Associates Inc
DECREASED36,13737,481-1,344-4%$13.2M$12.3M-$930.0K2026-10-26
Procyon Advisors, LLC
INCREASED36,03033,351+2,679+8%$11.8M$12.3M+$493.0K2026-10-21
Bradyco, Inc.
NEW36,029—+36,029——$12.3M—2026-11-03
Triangle Securities Wealth Management
DECREASED35,89036,433-543-1%$12.9M$12.2M-$643.7K2026-10-14
RMR Wealth Builders
INCREASED35,88535,060+825+2%$12.4M$12.2M-$160.0K2026-10-22
Bell Bank
INCREASED35,85135,005+846+2%$12.4M$12.2M-$152.4K2026-10-21
Accredited Investors Inc.
DECREASED35,83136,281-450-1%$12.8M$12.2M-$610.0K2026-11-03
Connecticut Wealth Management, LLC
DECREASED35,82337,484-1,661-4%$13.2M$12.2M-$1.0M2026-10-13
Kingstone Capital Partners Texas, LLC
INCREASED35,66335,646+17+0%$12.6M$12.2M-$443.0K2026-11-03
CX Institutional
INCREASED35,65634,192+1,464+4%$12.1M$12.1K-$12.1M2026-10-02
Lake Street Private Wealth, LLC
DECREASED35,59236,060-468-1%$12.7M$12.1M-$613.8K2026-10-22
SeaBridge Investment Advisors LLC
INCREASED35,54332,890+2,653+8%$11.6M$12.1M+$489.9K2026-11-02
Integrity Alliance, Llc.
DECREASED35,53138,612-3,081-8%$13.6M$12.1M-$1.5M2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED35,39136,707-1,316-4%$13.0M$12.1M-$910.8K2026-10-08
Personal CFO Solutions, LLC
DECREASED35,36256,356-20,994-37%$20.1M$12.0M-$8.1M2026-11-06
Canton Hathaway, LLC
UNCHANGED35,24535,24500%$12.5M$12.0M-$443.7K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED35,14332,506+2,637+8%$11.5M$12.0M+$489.2K2026-11-04
Codex Capital Asset Management L.L.C.
UNCHANGED35,05035,05000%$12.4M$11.9M-$441.3K2026-10-30
Philadelphia Trust Co
DECREASED35,03550,651-15,616-31%$17.9M$11.9M-$6.0M2026-11-05
Eastover Investment Advisors LLC
DECREASED34,97835,671-693-2%$12.6M$11.9M-$685.2K2026-10-05
Benin Management Corp
INCREASED34,79734,212+585+2%$12.1M$11.9M-$231.4K2026-10-22
First National Bank of Mount Dora, Trust Investment Services
DECREASED34,65035,891-1,241-3%$12.7M$11.8M-$874.7K2026-10-21
Griffin Asset Management, Inc.
DECREASED34,52635,356-830-2%$12.5M$11.8M-$727.9K2026-10-22
Columbia Asset Management
DECREASED34,44234,812-370-1%$12.3M$11.7M-$564.4K2026-10-19
Symphony Financial, Ltd. Co.
INCREASED34,23632,387+1,849+6%$11.4M$11.8M+$413.5K2026-10-22
Princeton Global Asset Management LLC
DECREASED34,06334,642-579-2%$12.2M$11.6M-$633.5K2026-10-21
Decker Wealth Management LLC
INCREASED34,05732,915+1,142+3%$11.6M$11.6M-$25.3K2026-10-09
Intesa Sanpaolo Wealth Management
INCREASED33,97733,840+137+0%$12.0M$11.6M-$378.3K2026-10-28
Steinberg Asset Management LLC
DECREASED33,73833,773-350%$11.9M$11.5M-$437.1K2026-10-29
Baker Ellis Asset Management LLC
DECREASED33,67134,186-515-2%$12.1M$11.5M-$605.9K2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED33,42135,701-2,280-6%$12.6M$11.4M-$1.2M2026-10-27
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED33,41933,41900%$11.8M$11.4M-$420.7K2026-10-05
Soltis Investment Advisors LLC
DECREASED33,27434,481-1,207-3%$12.2M$11.3M-$845.6K2026-10-28
Fire Capital Management LLC
INCREASED33,2498,648+24,601+284%$3.1M$11.3M+$8.3M2026-10-27
Inlet Private Wealth, LLC
DECREASED33,13233,182-500%$11.7M$11.3M-$434.8K2026-10-21
Roman Butler Fullerton & Co
INCREASED32,91032,483+427+1%$11.4M$11.2M-$196.1K2026-10-27
Titleist Asset Management, LLC
INCREASED32,86031,873+987+3%$11.3M$11.2M-$64.9K2026-10-08
Applied Finance Capital Management, LLC
DECREASED32,69240,000-7,308-18%$14.1M$11.1M-$3.0M2026-11-03
Stone Summit Wealth LLC
DECREASED32,66935,941-3,272-9%$12.7M$11.1M-$1.6M2026-10-14
Confluence Wealth Services, Inc.
DECREASED32,59934,597-1,998-6%$12.2M$11.1M-$1.1M2026-11-05
Indivisible Partners
INCREASED32,50020,931+11,569+55%$7.4M$11.1M+$3.7M2026-10-26
Nilsine Partners, LLC
INCREASED32,44430,619+1,825+6%$10.8M$11.1M+$236.4K2026-11-02
Koshinski Asset Management, Inc.
INCREASED32,42132,304+117+0%$11.4M$11.0M-$366.6K2026-10-29
Pictet North America Advisors SA
INCREASED32,41232,136+276+1%$11.4M$11.0M-$310.5K2026-10-21
180 GPS Investments IC Ltd
UNCHANGED32,33132,33100%$11.4M$11.0M-$407.0K2026-11-06
Colorado Capital Management, Inc.
UNCHANGED32,32832,32800%$11.4M$11.0M-$408.0K2026-10-15
SFE Investment Counsel
INCREASED32,32432,233+91+0%$11.4M$11.0M-$374.8K2026-10-29
Manske Wealth Management
INCREASED32,11630,094+2,022+7%$10.6M$10.9M+$310.2K2026-10-26
Integrity Wealth Advisors, Inc.
NEW32,084—+32,084——$10.9M—2026-10-29
Klingman & Associates, LLC
INCREASED32,07731,594+483+2%$11.2M$10.9M-$233.2K2026-10-20
Curbstone Financial Management Corp
DECREASED31,95933,157-1,198-4%$11.7M$10.9M-$825.7K2026-10-21
Snider Financial Group
DECREASED31,94432,713-769-2%$11.6M$10.9M-$674.1K2026-10-16
Sovran Advisors, LLC
DECREASED31,92436,963-5,039-14%$12.3M$9.0M-$3.3M2026-11-02
Westside Investment Management, Inc.
DECREASED31,59131,625-340%$11.2M$10.8M-$414.0K2026-11-02
CoreCap Advisors, LLC
DECREASED31,55731,733-176-1%$11.2M$10.8M-$459.2K2026-10-08
Aprio Wealth Management, LLC
INCREASED31,49429,643+1,851+6%$10.5M$10.7M+$257.3K2026-10-28
TritonPoint Partners, LLC
DECREASED31,386127,825-96,439-75%$45.2M$10.7M-$34.5M2026-11-05
Foster Dykema Cabot & Partners, LLC
INCREASED31,34330,795+548+2%$10.9M$10.7M-$201.0K2026-10-30
Claro Advisors Inc.
INCREASED31,23830,020+1,218+4%$10.6M$10.6M+$37.3K2026-11-02
Ulland Investment Advisors, LLC
DECREASED30,68031,060-380-1%$11.0M$10.5M-$520.0K2026-10-13
Nations Financial Group Inc,
DECREASED30,66231,522-860-3%$11.1M$10.4M-$690.1K2026-11-05
Parkside Financial Bank & Trust
INCREASED30,64930,490+159+1%$10.8M$10.4M-$329.6K2026-10-27
Ellsworth Advisors, LLC
DECREASED30,60330,710-1070%$11.4M$10.4M-$941.3K2026-10-15
Visionary Wealth Advisors
DECREASED30,55831,015-457-1%$11.0M$10.4M-$546.2K2026-11-04
Perpetual Ltd
DECREASED30,51030,532-220%$10.8M$10.4M-$391.9K2026-10-13
Running Oak Capital LLC
INCREASED30,35929,385+974+3%$10.4M$10.3M-$38.1K2026-11-04
Brown, Lisle Ings, Inc.
DECREASED30,18330,713-530-2%$10.9M$10.3M-$567.3K2026-10-16
Cornerstone Wealth Group, LLC
INCREASED30,18024,651+5,529+22%$8.7M$10.3M+$1.6M2026-11-02
Supplemental Annuity Collective Trust of NJ
DECREASED30,07530,315-240-1%$10.7M$10.2M-$463.4K2026-11-02
Hall Laurie J Trustee
DECREASED29,98030,070-900%$10.6M$10.2M-$409.2K2026-10-06
Stenger Family Office, LLC
INCREASED29,93326,143+3,790+15%$9.2M$10.5M+$1.2M2026-10-22
Elevatus Welath Management
DECREASED29,88630,340-454-1%$10.7M$10.2M-$536.4K2026-10-19
Private Capital Advisors, Inc.
DECREASED29,86930,133-264-1%$10.6M$10.2M-$469.3K2026-10-06
Moody National Bank Trust Division
INCREASED29,76326,606+3,157+12%$9.4M$10.1M+$740.7K2026-10-06
Birch Capital Management, LLC
INCREASED29,73029,603+127+0%$10.5M$10.1M-$329.4K2026-10-27
Maytree Asset Management Ltd
NEW29,720—+29,720——$10.1M—2026-10-29
Sustainable Insight Capital Management, LLC
DECREASED29,60031,640-2,040-6%$11.2M$10.1M-$1.1M2026-11-06
Gratus Wealth Advisors, LLC
INCREASED29,53429,356+178+1%$10.4M$10.1M-$308.9K2026-10-26
CRA Financial Services, LLC
INCREASED29,51229,429+83+0%$10.4M$10.1M-$342.1K2026-10-16
Magnus Financial Group LLC
INCREASED29,47428,770+704+2%$10.2M$10.0M-$122.2K2026-10-21
Financial Perspectives, Inc
INCREASED29,29728,624+673+2%$10.1M$10.0M-$130.9K2026-11-03
FSM Wealth Advisors, LLC
DECREASED29,29529,963-668-2%$10.6M$10.1M-$484.4K2026-10-27
Roffman Miller Associates Inc
INCREASED29,20928,555+654+2%$10.1M$10.0M-$136.6K2026-10-19
Laurel OAK Wealth Management, LLC
DECREASED29,19829,300-1020%$10.4M$9.9M-$403.8K2026-10-19
Tema Etfs LLC
DECREASED29,19629,644-448-2%$10.5M$9.9M-$525.9K2026-10-16
Keudell ison Wealth Management
INCREASED29,15229,028+124+0%$10.3M$9.9M-$322.9K2026-10-16
SS&H Financial Advisors, Inc.
INCREASED29,12027,620+1,500+5%$9.8M$9.9M+$163.0K2026-10-28
Cottage Street Advisors LLC
DECREASED29,04729,988-941-3%$10.6M$9.9M-$727.0K2026-10-19
Beaumont Financial Advisors, LLC
INCREASED28,87228,709+163+1%$10.1M$9.8M-$306.0K2026-10-22
Essex Bank
DECREASED28,86429,207-343-1%$10.3M$9.8M-$484.6K2026-10-16
Diversified Enterprises, LLC
INCREASED28,74425,571+3,173+12%$9.0M$9.8M+$759.3K2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED28,62832,887-4,259-13%$11.6M$9.8M-$1.9M2026-10-20
Moneco Advisors, LLC
INCREASED28,58428,159+425+2%$9.9M$9.7M-$209.9K2026-11-05
BlueSky Wealth Advisors, LLC
DECREASED28,39829,141-743-3%$10.3M$9.7M-$620.1K2026-10-29
WT Wealth Management
DECREASED28,31933,419-5,100-15%$11.8M$9.6M-$2.2M2026-10-13
Trail Ridge Investment Advisors, LLC
DECREASED28,22328,885-662-2%$10.2M$9.6M-$589.2K2026-10-16
Wealth Analytics Partners, LLC
DECREASED28,18728,854-667-2%$10.3M$9.6M-$706.1K2026-10-19
Elite Wealth Management, Inc.
INCREASED28,16711,544+16,623+144%$4.1M$9.6M+$5.5M2026-11-03
Rockland Trust Co
DECREASED28,09928,231-1320%$10.0M$9.6M-$400.4K2026-10-05
StoneX Group Inc.
DECREASED27,96528,022-570%$10.1M$9.6M-$433.0K2026-11-03
Grove Bank & Trust
DECREASED27,94930,582-2,633-9%$10.8M$9.5M-$1.3M2026-10-08
Birinyi Associates Inc
DECREASED27,90127,905-40%$9.9M$9.5M-$353.0K2026-10-28
Postrock Partners LLC
UNCHANGED27,89027,89000%$9.9M$9.5M-$351.1K2026-11-02
Portside Wealth Group, LLC
DECREASED27,88028,782-902-3%$10.2M$9.5M-$669.6K2026-10-20
Centerpoint Advisors, LLC
DECREASED27,84128,085-244-1%$9.9M$9.5M-$436.0K2026-11-05
111 Capital
DECREASED27,79829,941-2,143-7%$10.6M$9.5M-$1.1M2026-11-03
Riggs Asset Managment Co. Inc.
INCREASED27,77727,130+647+2%$9.6M$9.5M-$121.1K2026-11-05
HCR Wealth Advisors
INCREASED27,77627,207+569+2%$9.6M$9.5M-$148.5K2026-10-15
Wynn Capital, LLC
INCREASED27,74527,742+3+0%$9.8M$9.5M-$348.2K2026-10-13
Fiduciary Financial Group, LLC
INCREASED27,71326,616+1,097+4%$9.4M$9.4M+$38.9K2026-10-13
Realta Investment Advisors
DECREASED27,71027,971-261-1%$9.9M$9.4M-$441.1K2026-10-14
Next Level Private LLC
INCREASED27,70227,523+179+1%$9.7M$9.4M-$285.6K2026-10-20
Blue Zone Wealth Advisors, LLC
INCREASED27,62227,486+136+0%$9.7M$9.4M-$299.7K2026-10-19
Nemes Rush Group LLC
INCREASED27,54022,623+4,917+22%$8.0M$9.4M+$1.4M2026-11-04
Cornell Pochily Investment Advisors, Inc.
INCREASED27,52627,414+112+0%$9.7M$9.4M-$307.0K2026-10-19
Orca Investment Management, LLC
DECREASED27,50132,875-5,374-16%$11.6M$9.4M-$2.2M2026-10-29
Northside Capital Management, LLC
INCREASED27,48327,173+310+1%$9.6M$9.4M-$236.5K2026-10-13
Cooper Capital Advisors LLC
INCREASED27,40926,849+560+2%$9.5M$9.3M-$147.1K2026-10-29
Nadler Financial Group, Inc.
INCREASED27,40827,377+31+0%$9.7M$9.3M-$334.1K2026-10-23
Clarity Wealth Advisors, LLC
DECREASED27,37427,459-850%$9.7M$9.3M-$374.7K2026-10-21
Blue Fin Capital, Inc.
DECREASED27,32927,335-60%$9.7M$9.3M-$346.2K2026-10-28
Verus Capital Partners, LLC
DECREASED27,31228,623-1,311-5%$10.1M$9.3M-$807.4K2026-11-03
Citadel Investment Advisory, Inc.
DECREASED27,28027,430-150-1%$9.7M$9.3M-$397.0K2026-10-15
Legacy Advisors, LLC
DECREASED27,20329,726-2,523-8%$9.6M$8.4M-$1.2M2026-10-19
Doliver Advisors, LP
DECREASED27,19427,258-640%$9.6M$9.3M-$365.0K2026-10-01
WealthBridge Capital Management, LLC
DECREASED27,18327,277-940%$9.6M$9.3M-$375.2K2026-10-16
Grandfield & Dodd, LLC
DECREASED27,14727,317-170-1%$9.7M$9.3M-$401.8K2026-10-29
Caliber Wealth Management, LLC / KS
DECREASED27,13427,883-749-3%$9.9M$9.2M-$606.4K2026-11-04
Hanson & Doremus Investment Management
INCREASED26,95026,393+557+2%$9.3M$9.2M-$142.0K2026-10-16
Abacus Planning Group, Inc.
DECREASED26,94127,174-233-1%$9.6M$9.2M-$421.6K2026-11-02
Accretive Wealth Partners, LLC
INCREASED26,81726,712+105+0%$9.4M$9.1M-$300.6K2026-11-06
Cooper Financial Group
DECREASED26,81626,885-690%$9.5M$9.1M-$361.8K2026-10-07
Castle Rock Wealth Management, LLC
DECREASED26,78630,585-3,799-12%$10.9M$9.2M-$1.7M2026-10-09
Souders Financial Advisors
DECREASED26,55126,575-240%$9.4M$9.0M-$342.8K2026-11-03
General Partner, Inc.
DECREASED26,47929,779-3,300-11%$10.5M$9.0M-$1.5M2026-10-05
Naples Global Advisors, LLC
INCREASED26,42726,411+16+0%$9.3M$9.0M-$327.1K2026-11-05
CV Advisors LLC
UNCHANGED26,41426,41400%$9.3M$9.0M-$332.5K2026-10-13
Cidel Asset Management Inc
DECREASED26,35126,991-640-2%$9.5M$9.0M-$557.9K2026-10-29
Tower View Wealth Management LLC
INCREASED26,23325,705+528+2%$9.1M$8.9M-$143.9K2026-10-23
Cordgrass Capital Advisors, LLC
DECREASED26,19326,222-290%$9.3M$8.9M-$340.0K2026-10-30
Root Financial Partners, LLC
INCREASED25,98316,270+9,713+60%$5.7M$8.9M+$3.1M2026-10-21
Capital Advisors, Ltd. LLC
INCREASED25,98217,412+8,570+49%$6.2M$8.9M+$2.7M2026-10-27
Triad Wealth Partners, LLC
INCREASED25,97624,433+1,543+6%$9.1M$8.9M-$249.4K2026-10-26
Integrated Advisors Network LLC
DECREASED25,96027,049-1,089-4%$9.6M$8.8M-$711.6K2026-10-20
Univest Financial Corp
DECREASED25,88426,450-566-2%$9.3M$8.8M-$526.1K2026-11-05
Thrive Wealth Management, LLC
DECREASED25,86625,991-1250%$9.2M$8.8M-$369.9K2026-10-13
Rose Capital Advisors LLC
INCREASED25,83219,982+5,850+29%$7.1M$8.8M+$1.7M2026-11-04
Kozak & Associates, Inc.
INCREASED25,81325,357+456+2%$9.1M$8.3M-$766.1K2026-10-29
Mechanics Bank Trust Department
DECREASED25,77027,482-1,712-6%$9.7M$8.8M-$929.3K2026-10-13
Platform Technology Partners
DECREASED25,68825,752-640%$9.1M$8.8M-$346.1K2026-11-02
Arlington Financial Advisors, LLC
DECREASED25,65825,885-227-1%$9.1M$8.7M-$403.2K2026-10-19
Kampmann Melissa S.
INCREASED25,60925,524+85+0%$9.0M$8.7M-$292.4K2026-10-28
Vaquero Private Wealth, LTD
DECREASED25,56425,588-240%$9.0M$8.7M-$330.3K2026-10-27
Parcion Private Wealth LLC
INCREASED25,44424,887+557+2%$8.8M$8.7M-$123.5K2026-10-28
Trek Financial, LLC
INCREASED25,44123,427+2,014+9%$8.3M$8.7M+$391.3K2026-10-29
Hartford Financial Management Inc.
INCREASED25,37025,351+19+0%$9.0M$8.6M-$312.7K2026-10-21
Asset Dedication, LLC
INCREASED25,34524,776+569+2%$8.8M$8.6M-$117.8K2026-11-03
Fourpath Capital Management, LLC
DECREASED25,31525,930-615-2%$9.2M$8.6M-$536.0K2026-10-19
Advisor OS, LLC
DECREASED25,29728,825-3,528-12%$10.2M$8.6M-$1.6M2026-11-03
Money Concepts Capital Corp
DECREASED25,27125,850-579-2%$9.1M$8.6M-$522.7K2026-11-06
Middleton & Co Inc
DECREASED25,25426,179-925-4%$9.2M$8.6M-$644.8K2026-10-23
Facet Wealth, Inc.
INCREASED25,24622,694+2,552+11%$8.0M$8.6M+$583.6K2026-11-04
Applied Capital LLC
DECREASED25,12125,219-980%$8.9M$8.6M-$350.9K2026-10-07
Hardy Reed LLC
INCREASED25,10425,073+31+0%$8.9M$8.6M-$305.1K2026-11-06
Wealth Effects LLC
DECREASED25,06525,330-265-1%$8.9M$8.5M-$409.2K2026-10-23
S-Bank Fund Management Ltd
INCREASED25,04823,833+1,215+5%$8.4M$8.5M+$113.9K2026-11-06
Valmark Advisers, Inc.
INCREASED25,01122,916+2,095+9%$8.1M$8.5M+$425.6K2026-11-06
Watchman Group, Inc.
DECREASED25,00025,329-329-1%$8.9M$8.5M-$431.0K2026-10-16
Greenfield Savings Bank
DECREASED24,97325,071-980%$8.9M$8.5M-$349.0K2026-10-07
Pinnacle Wealth Planning Services, Inc.
INCREASED24,92417,673+7,251+41%$6.2M$8.5M+$2.2M2026-10-27
Directional Asset Management
DECREASED24,87926,079-1,200-5%$9.2M$8.5M-$741.6K2026-10-22
Ascentis Independent Advisors
INCREASED24,871120+24,751+20626%$42.4K$8.5M+$8.4M2026-11-03
GAM Holding AG
DECREASED24,86925,539-670-3%$9.0M$8.5M-$549.8K2026-11-03
Legacy CG, LLC
DECREASED24,83725,494-657-3%$9.0M$8.5M-$544.8K2026-10-30
Financial Partners Group, Inc
DECREASED24,80126,384-1,583-6%$9.3M$8.5M-$871.5K2026-10-19
LaFleur & Godfrey LLC
DECREASED24,74125,471-730-3%$9.0M$8.4M-$569.6K2026-10-27
Washington Trust Co
DECREASED24,69625,028-332-1%$8.8M$8.4M-$428.2K2026-10-22
JFS Wealth Advisors, LLC
DECREASED24,67824,863-185-1%$8.8M$8.4M-$375.9K2026-11-03
Falcon Wealth Planning
INCREASED24,66624,496+170+1%$8.7M$8.4M-$250.5K2026-11-06
Fiduciary Alliance LLC
DECREASED24,52226,986-2,464-9%$9.5M$8.4M-$1.2M2026-10-13
Waters Parkerson & Co., LLC
INCREASED24,48624,264+222+1%$8.6M$8.3M-$229.7K2026-11-04
Tortuga Wealth Management, Inc
INCREASED24,47621,430+3,046+14%$7.6M$8.3M+$770.2K2026-10-27
Forvis Mazars Wealth Advisors, LLC
DECREASED24,36324,932-569-2%$8.8M$8.3M-$507.9K2026-10-13
Clearstead Trust, LLC
INCREASED24,34923,666+683+3%$8.4M$8.3M-$65.1K2026-11-06
ARS Investment Partners, LLC
DECREASED24,34325,550-1,207-5%$9.0M$8.3M-$732.9K2026-11-05
Crystal Rock Capital Management
DECREASED24,31526,750-2,435-9%$9.5M$8.3M-$1.2M2026-10-28
Rothwell Investment Advisors, LLC
NEW24,281—+24,281——$8.3M—2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED24,26628,343-4,077-14%$10.0M$8.3M-$1.7M2026-10-28
Beverly Hills Private Wealth, LLC
INCREASED24,20222,832+1,370+6%$8.1M$8.2M+$179.3K2026-11-04
Altfest L J & Co Inc
INCREASED24,12315,695+8,428+54%$5.5M$8.2M+$2.7M2026-10-27
Marathon Wealth Advisors LLC
DECREASED24,11924,534-415-2%$8.7M$8.2M-$450.3K2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED24,05322,862+1,191+5%$8.1M$8.2M+$118.1K2026-10-16
Harrington Investments, Inc
DECREASED23,93425,144-1,210-5%$8.9M$8.2M-$728.9K2026-10-14
Arkfeld Wealth Strategies, L.L.C.
INCREASED23,92823,787+141+1%$8.7M$8.3M-$368.2K2026-10-19
Weatherly Asset Management L. P.
DECREASED23,92224,467-545-2%$8.6M$8.2M-$493.7K2026-10-20
Prudent Man Advisors, LLC
DECREASED23,92031,240-7,320-23%$11.0M$8.2M-$2.9M2026-11-03
Evolution Wealth Advisors, LLC
INCREASED23,87822,482+1,396+6%$7.9M$8.1M+$192.4K2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED23,78924,260-471-2%$8.6M$8.1M-$465.9K2026-10-13
KMG Fiduciary Partners, LLC
DECREASED23,74123,973-232-1%$8.5M$8.1M-$380.9K2026-10-14
Roof Eidam Maycock Peralta, LLC
DECREASED23,71624,917-1,201-5%$8.8M$8.1M-$722.9K2026-10-15
Partners Wealth Management, LLC
NEW23,679—+23,679——$8.1M—2026-10-28
Biltmore Family Office, LLC
UNCHANGED23,16223,16200%$8.2M$7.9M-$291.6K2026-11-03
Elco Management Co., LLC
DECREASED23,14124,043-902-4%$8.5M$7.9M-$610.1K2026-10-14
ANB Bank
DECREASED23,11024,591-1,481-6%$8.7M$7.9M-$814.2K2026-10-09
Promethium Advisors,llc
INCREASED23,09723,062+35+0%$8.1M$7.9M-$278.4K2026-10-19
Councilmark Asset Management, LLC
DECREASED22,96423,169-205-1%$8.2M$7.8M-$361.6K2026-10-20
Summit Global Investments
INCREASED22,92020,246+2,674+13%$7.2M$7.8M+$657.0K2026-10-28
Capital Asset Advisory Services LLC
DECREASED22,91123,051-140-1%$8.1M$7.4M-$759.8K2026-10-30
Jackson Square Capital, LLC
INCREASED22,82020,483+2,337+11%$7.2M$7.8M+$538.4K2026-10-19
Consolidated Investment Group LLC
UNCHANGED22,80522,80500%$8.1M$7.8M-$287.1K2026-11-04
Wernau Asset Management Inc.
INCREASED22,77122,770+10%$8.0M$7.8M-$286.1K2026-10-19
Ledyard National Bank
DECREASED22,75824,105-1,347-6%$8.5M$7.8M-$762.5K2026-10-21
Ellerson Group Inc
DECREASED22,67523,759-1,084-5%$8.4M$6.3M-$2.1M2026-11-04
Woodard & Co Asset Management Group Inc
DECREASED22,62723,175-548-2%$8.2M$7.7M-$478.3K2026-11-03
Laurel Wealth Advisors LLC
DECREASED22,61022,845-235-1%$8.1M$7.7M-$367.7K2026-10-27
Carnegie Lake Advisors LLC
DECREASED22,60122,631-300%$8.0M$7.7M-$295.1K2026-11-06
Sculati Wealth Management, LLC
DECREASED22,58922,809-220-1%$7.9M$7.9M-$11.8K2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED22,52824,306-1,778-7%$8.6M$7.7M-$911.8K2026-10-09
Texas Bank & Trust Co
INCREASED22,50122,235+266+1%$7.9M$7.7M-$189.3K2026-11-04
Petredis Investment Advisors LLC
INCREASED22,46421,655+809+4%$7.7M$7.7M+$3.0K2026-10-20
Penbrook Management LLC
DECREASED22,45422,554-1000%$8.0M$7.7M-$318.0K2026-10-16
Founders Capital Management
INCREASED22,43622,388+48+0%$7.9M$7.6M-$265.5K2026-10-13
Cypress Wealth Services, LLC
INCREASED22,29921,751+548+3%$7.7M$7.7M-$1.4K2026-10-21
Ashton Thomas Securities, LLC
INCREASED22,28216,709+5,573+33%$5.9M$7.6M+$1.7M2026-10-26
HBW Advisory Services LLC
INCREASED22,24915,300+6,949+45%$5.4M$7.6M+$2.2M2026-10-15
Kaizen Financial Strategies
DECREASED22,22722,429-202-1%$8.0M$7.6M-$453.4K2026-10-09
Lavelle Capital LP
UNCHANGED22,17622,17600%$7.8M$7.6M-$279.1K2026-11-03
XML Financial, LLC
DECREASED22,16222,412-250-1%$7.9M$7.6M-$367.5K2026-10-29
Liberty Capital Management, Inc.
DECREASED22,16022,653-493-2%$8.0M$7.6M-$453.2K2026-11-02
DeDora Capital, Inc.
DECREASED22,04322,442-399-2%$7.9M$7.5M-$418.6K2026-10-26
Mountain Hill Investment Partners Corp.
INCREASED21,99721,692+305+1%$7.7M$7.5M-$169.2K2026-10-23
Compass Financial Management LLC
INCREASED21,95621,684+272+1%$7.8M$7.5M-$365.3K2026-10-30
Solstein Capital, LLC
DECREASED21,92321,984-610%$7.8M$7.5M-$297.6K2026-11-02
Mendel Money Management
DECREASED21,79822,435-637-3%$7.9M$7.4M-$499.1K2026-11-02
Albert D Mason Inc
DECREASED21,75721,895-138-1%$7.7M$7.4M-$322.8K2026-10-27
BIP Wealth, LLC
INCREASED21,75617,962+3,794+21%$6.3M$7.4M+$1.1M2026-10-22
SkyOak Wealth, LLC
DECREASED21,75122,057-306-1%$7.8M$7.4M-$382.0K2026-10-28
Archford Capital Strategies, LLC
INCREASED21,73320,069+1,664+8%$7.1M$7.4M+$314.3K2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED21,69621,326+370+2%$7.5M$7.4M-$142.4K2026-10-23
Griffith & Werner, Inc.
NEW21,600—+21,600——$7.4M—2026-11-04
Stiles Financial Services Inc
DECREASED21,48021,609-129-1%$7.6M$7.3M-$316.0K2026-10-30
Lakehouse Capital Pty Ltd
DECREASED21,46624,814-3,348-13%$8.8M$7.3M-$1.5M2026-10-06
Conning Inc.
DECREASED21,46421,680-216-1%$7.7M$7.3M-$346.6K2026-10-27
Norris Perne & French LLP
DECREASED21,46221,930-468-2%$7.7M$7.3M-$435.6K2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED21,38923,960-2,571-11%$8.5M$7.3M-$1.2M2026-10-13
JAG Capital Management, LLC
DECREASED21,35921,712-353-2%$7.7M$7.3M-$393.6K2026-11-06
Gibbs Wealth Management
INCREASED21,35717,376+3,981+23%$6.1M$7.3M+$1.1M2026-10-22
LRZ Capital LLC
UNCHANGED21,31821,31800%$7.5M$7.3M-$268.4K2026-11-05
Strengthening Families & Communities, LLC
DECREASED21,31121,692-381-2%$7.7M$7.3M-$403.1K2026-10-21
Everest Financial Group LLC
INCREASED21,26419,968+1,296+6%$7.1M$7.2M+$190.2K2026-11-06
Retirement Planning Group, LLC
INCREASED21,21720,283+934+5%$7.2M$7.2M+$63.1K2026-10-19
Highline Wealth Partners LLC
INCREASED20,99720,436+561+3%$7.2M$7.2M-$66.2K2026-10-19
Boomfish Wealth Group, LLC
INCREASED20,78218,888+1,894+10%$6.7M$7.1M+$407.5K2026-10-22
Guerra PAN Advisors, LLC
DECREASED20,74520,946-201-1%$7.4M$7.1M-$344.2K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED20,7292,858+17,871+625%$1.0M$7.1M+$6.1M2026-10-30
Wealth Alliance Advisory Group, LLC
INCREASED20,65519,635+1,020+5%$6.9M$7.0M+$100.2K2026-10-14
Lanark Financial, Inc.
DECREASED20,64023,526-2,886-12%$8.3M$7.0M-$1.3M2026-10-26
Slow Capital, Inc.
DECREASED20,62421,072-448-2%$7.4M$7.0M-$418.2K2026-10-23
QTR Family Wealth, LLC
DECREASED20,59721,214-617-3%$7.5M$7.0M-$477.4K2026-11-02
Essex LLC
DECREASED20,56920,713-144-1%$7.3M$7.0M-$309.7K2026-10-14
Gryphon Financial Partners LLC
INCREASED20,55720,521+36+0%$7.3M$7.0M-$246.1K2026-11-04
HF Advisory Group, LLC
INCREASED20,55418,657+1,897+10%$6.6M$7.0M+$411.6K2026-10-09
Chapman Financial Group, LLC
DECREASED20,52721,521-994-5%$7.6M$7.0M-$609.6K2026-10-26
Summit Wealth Group LLC / Co
INCREASED20,5209,169+11,351+124%$3.2M$7.0M+$3.8M2026-10-29
Verde Capital Management
DECREASED20,50422,540-2,036-9%$8.0M$7.0M-$977.3K2026-10-28
Alpine Bank Wealth Management
DECREASED20,41720,836-419-2%$7.4M$7.0M-$405.1K2026-10-16
Sage Rhino Capital LLC
INCREASED20,40120,354+47+0%$7.2M$7.0M-$240.4K2026-10-28
Processus Wealth & Capital Management, LLC
DECREASED20,37220,501-129-1%$7.2M$6.9M-$302.0K2026-10-16
Garrett Wealth Advisory Group, LLC
INCREASED20,36720,360+7+0%$7.2M$6.9M-$253.9K2026-10-22
Kennedy Investment Group, Inc.
INCREASED20,36519,072+1,293+7%$6.7M$6.9M+$200.3K2026-10-21
Interchange Capital Partners, LLC
DECREASED20,32621,196-870-4%$7.5M$6.9M-$563.3K2026-10-28
Scheeler Financial LLC
NEW20,261—+20,261——$6.9M—2026-10-13
Brooklyn FI, LLC
INCREASED20,23115,160+5,071+33%$5.2M$5.8M+$629.0K2026-11-05
City State Bank
DECREASED20,11120,417-306-1%$7.2M$6.9M-$361.3K2026-10-20
Montchanin Asset Management, LLC
DECREASED20,04920,283-234-1%$7.2M$6.8M-$336.0K2026-11-02
Campbell Newman Asset Management Inc
UNCHANGED19,88819,88800%$7.0M$6.8M-$250.4K2026-10-22
Marble Harbor Investment Counsel, LLC
DECREASED19,84819,855-70%$7.0M$6.8M-$252.4K2026-11-06
Wealth Architects, LLC
INCREASED19,84619,655+191+1%$6.9M$6.8M-$182.6K2026-11-03
Salvus Wealth Management, LLC
DECREASED19,81819,966-148-1%$7.1M$6.8M-$301.8K2026-10-13
Tred Avon Family Wealth, LLC
DECREASED19,80820,242-434-2%$7.2M$6.7M-$402.7K2026-10-20
Sanders Morris Harris LLC
NEW19,682—+19,682——$6.7M—2026-10-14
Curated Wealth Partners LLC
INCREASED19,6169,896+9,720+98%$3.5M$6.7M+$3.2M2026-10-15
Almanack Investment Partners, Llc.
DECREASED19,59320,940-1,347-6%$7.4M$6.7M-$722.7K2026-11-03
Channing Global Advisors, LLC
INCREASED19,58718,665+922+5%$6.6M$6.7M+$79.2K2026-11-03
Aurora Investment Managers, Llc.
DECREASED19,56619,589-230%$6.9M$6.7M-$254.0K2026-10-15
Atlas Brown,Inc.
DECREASED19,55819,634-760%$6.9M$6.7M-$273.2K2026-10-09
Mainstream Capital Management LLC
DECREASED19,50420,215-711-4%$7.1M$6.6M-$496.8K2026-10-23
RAM Investment Partners, LLC
DECREASED19,39120,675-1,284-6%$7.3M$6.6M-$698.0K2026-10-21
StoryOne LLC
INCREASED19,3785,739+13,639+238%$2.0M$6.6M+$4.6M2026-10-13
Reflection Asset Management
INCREASED19,37217,379+1,993+11%$6.1M$6.6M+$460.3K2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED19,36917,081+2,288+13%$6.0M$6.6M+$564.6K2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED19,31719,722-405-2%$7.0M$6.6M-$386.3K2026-10-30
Blueprint Investment Partners LLC
DECREASED19,31226,512-7,200-27%$9.4M$6.6M-$2.8M2026-10-28
Garner Asset Management Corp
DECREASED19,29519,491-196-1%$6.9M$6.1M-$824.5K2026-10-30
Sawgrass Asset Management LLC
DECREASED19,29120,446-1,155-6%$7.2M$6.6M-$651.0K2026-11-03
Patten Group, Inc.
INCREASED19,25618,715+541+3%$6.6M$6.6M-$51.2K2026-10-26
TigerOak Management, L.L.C.
DECREASED19,24119,328-870%$6.8M$6.6M-$273.0K2026-10-23
Finivi Inc.
DECREASED19,22019,565-345-2%$6.9M$6.5M-$363.9K2026-10-13
Ridgecrest Wealth Partners, LLC
INCREASED19,21917,955+1,264+7%$6.3M$6.5M+$204.8K2026-10-19
Meridian Management Co
DECREASED19,21219,465-253-1%$6.9M$6.5M-$331.3K2026-11-06
Flavin Financial Services, Inc.
DECREASED19,09719,330-233-1%$6.8M$6.5M-$322.7K2026-10-21
Patton Albertson Miller Group, LLC
DECREASED18,98121,794-2,813-13%$7.7M$6.5M-$1.2M2026-10-26
AdvisorNet Financial, Inc
INCREASED18,96418,500+464+3%$6.5M$6.5M-$19.8K2026-10-15
Rakuten Securities, Inc.
INCREASED18,91716,926+1,991+12%$6.0M$6.4M+$465.3K2026-11-02
Tower Trust & Investment Co
DECREASED18,89118,958-670%$6.7M$6.4M-$261.5K2026-10-28
Kestra Investment Management, LLC
INCREASED18,87812,252+6,626+54%$4.3M$6.4M+$2.1M2026-11-04
BAR Harbor Wealth Management
INCREASED18,86618,803+63+0%$6.6M$6.4M-$215.3K2026-10-21
Hunter Associates Investment Management LLC
DECREASED18,86219,123-261-1%$6.8M$6.4M-$329.0K2026-10-26
Lodestone Wealth Management LLC
DECREASED18,83818,864-260%$6.7M$6.4M-$246.4K2026-10-14
Smith Group Asset Management, LLC
DECREASED18,81319,758-945-5%$7.0M$6.4M-$570.8K2026-10-27
Trust Point Inc.
INCREASED18,79017,981+809+5%$6.4M$6.4M+$49.3K2026-10-27
Wealth Management Partners, LLC
DECREASED18,77919,004-225-1%$6.7M$6.4M-$316.0K2026-10-21
Hendershot Investments Inc.
DECREASED18,76419,614-850-4%$6.9M$6.4M-$536.6K2026-11-05
State of Wyoming
INCREASED18,76318,425+338+2%$6.5M$6.4M-$116.8K2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED18,76018,456+304+2%$6.5M$6.4M-$129.0K2026-10-13
Quaker Wealth Management, LLC
INCREASED18,75217,969+783+4%$6.3M$6.4M+$40.6K2026-10-22
Client 1ST Advisory Group, LLC
DECREASED18,72519,107-382-2%$6.8M$6.4M-$370.8K2026-10-19
1900 Wealth Management LLC
INCREASED18,71817,312+1,406+8%$6.1M$6.4M+$261.1K2026-10-13
Plancorp, LLC
INCREASED18,69014,125+4,565+32%$5.0M$5.2M+$246.8K2026-11-03
Grey Ledge Advisors, LLC
DECREASED18,66320,113-1,450-7%$7.1M$6.4M-$747.3K2026-11-02
First Affirmative Financial Network
NEW18,662—+18,662——$6.4M—2026-10-21
Cumberland Advisors Inc
INCREASED18,63118,600+31+0%$6.6M$6.3M-$223.6K2026-10-30
TSG Advice Partners, LLC
NEW18,588—+18,588——$6.6M—2026-10-29
Childress Capital Advisors, LLC
DECREASED18,54318,582-390%$6.6M$6.3M-$247.2K2026-10-28
Winthrop Advisory Group LLC
INCREASED18,52718,015+512+3%$6.4M$6.3M-$52.1K2026-10-22
Ironwood Financial, llc
DECREASED18,48718,777-290-2%$6.6M$6.3M-$285.3K2026-10-20
Compass Ion Advisors, LLC
DECREASED18,46918,497-280%$6.5M$6.3M-$242.4K2026-10-23
Uhlmann Price Securities, LLC
INCREASED18,39617,911+485+3%$6.3M$6.3M-$59.8K2026-11-03
Semus Wealth Partners LLC
DECREASED18,38218,717-335-2%$6.6M$6.3M-$349.7K2026-10-22
Peoples Financial Services Corp.
DECREASED18,21718,270-530%$6.5M$6.2M-$248.1K2026-10-20
Antonelli Financial Advisors, LLC
DECREASED18,13618,218-820%$6.4M$6.2M-$257.0K2026-10-13
Strata Wealth Advisors, LLC
INCREASED18,08717,909+178+1%$6.3M$6.2M-$164.8K2026-10-16
SevenBridge Financial Group, LLC
DECREASED18,08518,397-312-2%$6.5M$6.1M-$419.0K2026-10-26
MBL Wealth, LLC
INCREASED18,07417,417+657+4%$6.2M$6.2M+$4.6K2026-10-22
Accurate Wealth Management, LLC
INCREASED18,06214,495+3,567+25%$5.1M$6.3M+$1.2M2026-10-20
Eley Financial Management, Inc
DECREASED18,04318,047-40%$6.4M$6.1M-$228.6K2026-11-03
Versant Capital Management, Inc
DECREASED18,01818,088-700%$6.4M$6.1M-$251.5K2026-10-02
Balefire, LLC
DECREASED17,97618,131-155-1%$6.4M$6.1M-$281.0K2026-10-09
Swiss RE LTD
INCREASED17,97310,932+7,041+64%$3.9M$6.1M+$2.3M2026-11-06
Journey Advisory Group, LLC
INCREASED17,90617,723+183+1%$6.3M$6.1M-$160.7K2026-11-04
Aviance Capital Partners, LLC
DECREASED17,88617,956-700%$6.3M$6.1M-$249.9K2026-10-29
Ayrshire Capital Management LLC
INCREASED17,85517,825+30+0%$6.3M$6.1M-$214.2K2026-10-20
Sendero Wealth Management, LLC
INCREASED17,83416,157+1,677+10%$5.7M$6.1M+$368.0K2026-10-14
BridgePort Financial Solutions, LLC
INCREASED17,78716,669+1,118+7%$5.9M$6.1M+$171.1K2026-11-02
Pictet Bank & Trust Ltd
DECREASED17,77518,450-675-4%$6.5M$6.1M-$462.3K2026-10-21
MV Capital Management, Inc.
INCREASED17,75316,129+1,624+10%$5.7M$6.0M+$350.3K2026-10-29
Community Bank & Trust, Waco, Texas
DECREASED17,74818,408-660-4%$6.5M$6.0M-$457.0K2026-10-19
Bernardo Wealth Planning LLC
INCREASED17,7428,845+8,897+101%$3.1M$6.0M+$2.9M2026-10-23
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED17,74030,300-12,560-41%$10.7M$6.0M-$4.7M2026-10-21
BigSur Wealth Management LLC
INCREASED17,70117,615+86+0%$6.2M$6.0M-$192.5K2026-10-13
Jeppson Wealth Management, LLC
INCREASED17,66817,666+2+0%$6.2M$6.0M-$221.9K2026-10-20
PW Nova Financial Services LLC
DECREASED17,66518,774-1,109-6%$6.6M$6.0M-$614.2K2026-10-15
McAdam, LLC
INCREASED17,56017,498+62+0%$6.2M$6.0M-$199.0K2026-10-21
Grant Private Wealth Management Inc
INCREASED17,48112,027+5,454+45%$4.2M$6.0M+$1.7M2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED17,46117,664-203-1%$6.2M$5.9M-$291.6K2026-10-28
New Capital Management LP
DECREASED17,45317,896-443-2%$6.3M$5.9M-$376.2K2026-10-29
DT Investment Partners, LLC
UNCHANGED17,39517,39500%$6.1M$5.9M-$219.0K2026-10-27
Lewis Asset Management, LLC
DECREASED17,39117,544-153-1%$6.2M$5.9M-$273.0K2026-10-14
Virtue Asset Management LLC
INCREASED17,38517,184+201+1%$6.1M$5.9M-$148.1K2026-10-21
First Bank & Trust
DECREASED17,34117,553-212-1%$6.2M$5.9M-$293.2K2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED17,33823,075-5,737-25%$8.2M$5.9M-$2.2M2026-10-07
Zullo Investment Group, Inc.
DECREASED17,32917,645-316-2%$6.2M$5.9M-$329.8K2026-10-20
Werba Rubin Papier Wealth Management
INCREASED17,3169,510+7,806+82%$3.4M$5.9M+$2.5M2026-11-06
Willow Creek Wealth Management Inc.
DECREASED17,30017,301-10%$6.1M$5.9M-$218.2K2026-10-26
Wellington Grp LLC
INCREASED17,20115,911+1,290+8%$5.6M$5.9M+$239.2K2026-11-06
Sterling Investment Management, LLC
INCREASED17,04116,687+354+2%$5.9M$5.8M-$89.5K2026-10-16
AlphaStar Capital Management, LLC
INCREASED16,99815,223+1,775+12%$5.4M$5.8M+$413.2K2026-10-16
Elmwood Wealth Management, Inc.
UNCHANGED16,94616,94600%$6.0M$5.8M-$213.3K2026-10-14
American National Bank & Trust
DECREASED16,93217,772-840-5%$6.3M$5.8M-$510.0K2026-10-07
Eos Management, L.P.
UNCHANGED16,90016,90000%$6.0M$5.8M-$212.8K2026-10-27
Mystic Asset Management, Inc.
DECREASED16,88517,290-405-2%$6.1M$5.8M-$355.6K2026-10-15
Bellecapital International Ltd.
INCREASED16,88516,805+80+0%$5.9M$5.8M-$184.3K2026-10-21
Colonial River Investments, LLC
INCREASED16,88211,760+5,122+44%$4.2M$5.8M+$1.6M2026-10-19
Davis Capital Management
INCREASED16,86916,505+364+2%$5.8M$5.7M-$83.8K2026-10-08
Sterling Investment Advisors, Ltd.
DECREASED16,85617,101-245-1%$6.0M$5.7M-$298.7K2026-10-27
Charles Schwab Trust Co
INCREASED16,80715,154+1,653+11%$5.4M$5.7M+$372.5K2026-10-15
Gables Capital Management Inc.
DECREASED16,80716,982-175-1%$6.0M$5.7M-$273.4K2026-11-04
Leisure Capital Management
DECREASED16,76217,631-869-5%$6.2M$5.7M-$518.1K2026-11-03
Genus Capital Management Inc.
DECREASED16,75123,857-7,106-30%$8.4M$5.7M-$2.7M2026-11-04
Caldwell Trust Co
DECREASED16,74717,058-311-2%$6.0M$5.7M-$320.7K2026-10-30
G2 Capital Management, LLC / OH
INCREASED16,71416,609+105+1%$5.9M$5.7M-$173.4K2026-10-23
Congress Park Capital LLC
INCREASED16,70516,689+16+0%$5.9M$5.7M-$204.8K2026-10-13
Bedel Financial Consulting, Inc.
INCREASED16,70416,537+167+1%$5.8M$5.7M-$151.4K2026-11-06
Woodside Wealth Management LLC
UNCHANGED16,64516,64500%$5.9M$5.7M-$209.6K2026-10-16
Financial Management Network Inc
INCREASED16,62616,549+77+0%$5.7M$5.7M-$69.3K2026-10-09
St. Clair Advisors, LLC
DECREASED16,56916,694-125-1%$5.9M$5.6M-$252.8K2026-10-13
Amitell Capital Pte Ltd
DECREASED16,54621,219-4,673-22%$7.5M$5.6M-$1.9M2026-11-02
Wright Investors Service Inc
INCREASED16,43716,402+35+0%$5.8M$5.6M-$194.6K2026-11-02
Greenbush Financial Group, LLC
INCREASED16,39616,355+41+0%$5.8M$5.6M-$191.7K2026-10-15
Boyd Watterson Asset Management LLC
UNCHANGED16,38016,38000%$5.8M$5.6M-$206.2K2026-11-06
Crane Advisory, LLC
UNCHANGED16,37316,37300%$5.8M$5.6M-$163.4K2026-10-13
First National Trust Co
DECREASED16,28217,592-1,310-7%$6.2M$5.5M-$667.9K2026-10-28
John G Ullman & Associates Inc
DECREASED16,27816,688-410-2%$5.9M$5.5M-$349.8K2026-11-04
Breakwater Capital Group
DECREASED16,09116,368-277-2%$5.8M$5.5M-$300.5K2026-10-09
Pathway Wealth Management LLC
UNCHANGED16,05916,05900%$5.7M$5.5M-$202.2K2026-10-19
Spectrum Asset Management, Inc. (NB )
DECREASED16,01018,831-2,821-15%$6.7M$5.5M-$1.2M2026-10-19
Deltec Asset Management LLC
DECREASED15,99116,065-740%$5.7M$5.4M-$227.5K2026-10-26
Oslo Pensjonsforsikring AS
INCREASED15,98215,282+700+5%$5.4M$5.4M+$46.1K2026-10-15
Alpha Omega Wealth Management LLC
INCREASED15,90415,891+13+0%$5.6M$5.4M-$195.6K2026-10-23
Certified Advisory Corp
DECREASED15,89616,483-587-4%$5.8M$5.4M-$407.3K2026-10-29
Duncker Streett & Co Inc
DECREASED15,88916,048-159-1%$5.7M$5.4M-$256.5K2026-10-27
Hazlett, Burt & Watson, Inc.
INCREASED15,88115,435+446+3%$4.9M$4.7M-$219.8K2026-11-04
Richard P Slaughter Associates Inc
DECREASED15,87616,054-178-1%$5.7M$5.4M-$262.9K2026-10-13
Pines Wealth Management, LLC
DECREASED15,85415,992-138-1%$5.7M$5.4M-$248.4K2026-10-21
Curtis Advisory Group, LLC
DECREASED15,80915,816-70%$5.6M$5.4M-$201.5K2026-10-28
Forbes J M & Co LLP
DECREASED15,80815,812-40%$5.6M$5.4M-$200.4K2026-10-16
Great Diamond Partners, LLC
INCREASED15,80015,725+75+0%$5.6M$5.4M-$172.4K2026-10-13
Welch Group, LLC
INCREASED15,79113,515+2,276+17%$4.8M$5.4M+$605.4K2026-10-29
Maseco LLP
INCREASED15,77615,711+65+0%$5.6M$5.4M-$175.0K2026-10-27
Berbice Capital Management LLC
UNCHANGED15,76015,76000%$5.6M$5.4M-$198.4K2026-10-13
Ballast, Inc.
INCREASED15,71715,191+526+3%$5.4M$5.4M-$12.0K2026-10-20
Tandem Capital Management Corp
DECREASED15,69116,049-358-2%$5.7M$5.3M-$324.0K2026-10-22
McCollum Christoferson Group LLC
NEW15,653—+15,653——$144.8K—2026-10-13
Corda Investment Management, Llc.
INCREASED15,64915,581+68+0%$5.5M$5.3M-$173.1K2026-10-22
Primoris Wealth Advisors, LLC
UNCHANGED15,64215,64200%$5.5M$5.3M-$196.9K2026-10-28
Chickasaw Capital Management LLC
DECREASED15,63917,659-2,020-11%$6.2M$5.3M-$910.2K2026-10-08
Emerald Advisors, LLC
INCREASED15,62414,699+925+6%$5.2M$5.3M+$129.9K2026-10-13
Independence Bank of Kentucky
DECREASED15,56015,695-135-1%$5.5M$5.3M-$243.6K2026-10-26
Goldenstone Wealth Management LLC
INCREASED15,52614,950+576+4%$5.3M$5.3M+$8.1K2026-11-04
Inspirion Wealth Advisors, LLC
INCREASED15,47215,306+166+1%$5.5M$5.3M-$206.0K2026-10-09
Ipswich Investment Management Co., Inc.
INCREASED15,45215,372+80+1%$5.4M$5.3M-$166.3K2026-10-13
Park National Corp
DECREASED15,44215,945-503-3%$5.6M$5.3M-$372.1K2026-10-05
Montis Financial, LLC
DECREASED15,42815,631-203-1%$5.5M$5.3M-$265.9K2026-11-04
Mccarter Private Wealth Services LLC
DECREASED15,42415,653-229-1%$5.5M$5.3M-$275.1K2026-10-22
Triad Investment Management
INCREASED15,39814,879+519+3%$5.3M$5.2M-$10.5K2026-10-13
Regatta Capital Group, LLC
INCREASED15,39514,908+487+3%$5.3M$5.2M-$21.7K2026-10-23
Focus Financial Network, Inc.
INCREASED15,33214,744+588+4%$5.2M$5.2M+$14.7K2026-10-14
Grandview Asset Management LLC
DECREASED15,30732,689-17,382-53%$11.6M$5.2M-$6.3M2026-10-19
Stone Wealth Partners
INCREASED15,3017,968+7,333+92%$2.8M$5.2M+$2.4M2026-11-05
Matauro, LLC
INCREASED15,27912,343+2,936+24%$4.4M$5.2M+$845.0K2026-11-03
Covenant Asset Management, LLC
INCREASED15,20015,170+30+0%$5.4M$5.2M-$180.8K2026-10-14
Bria Capital Group, LLC
INCREASED15,1917,803+7,388+95%$2.8M$5.2M+$2.4M2026-10-22
Baker Chad R
UNCHANGED15,13515,13500%$5.3M$5.2M-$190.6K2026-10-22
Amarillo National Bank
DECREASED15,13115,169-380%$5.4M$5.2M-$203.9K2026-10-23
365 WMG Private Fund I: Primus Fund LLC
NEW15,126—+15,126——$5.2M—2026-10-20
Axecap Investments, LLC
INCREASED15,12614,812+314+2%$5.2M$5.2M-$79.5K2026-10-20
Parisi Gray Wealth Management
DECREASED15,12115,158-370%$5.4M$5.2M-$203.3K2026-10-16
Arta Finance Wealth Management LLC
DECREASED15,08228,265-13,183-47%$10.0M$5.1M-$4.8M2026-10-28
Allegheny Financial Group
DECREASED15,06815,525-457-3%$5.5M$5.1M-$351.1K2026-11-05
Warren Street Wealth Advisors, LLC
INCREASED15,04413,401+1,643+12%$4.7M$5.1M+$391.1K2026-11-04
Northstar Asset Management Co
UNCHANGED15,03015,03000%$4.8M$5.0M+$178.3K2026-10-22
Renaissance Investment Group LLC
DECREASED14,97015,997-1,027-6%$5.7M$5.1M-$551.6K2026-10-28
Beacon Financial Group
DECREASED14,92415,689-765-5%$5.5M$5.1M-$458.3K2026-10-19
Watershed Private Wealth LLC
INCREASED14,90313,970+933+7%$4.9M$5.1M+$142.0K2026-10-30
Davidson Trust Co
INCREASED14,86014,659+201+1%$5.2M$5.1M-$116.1K2026-10-09
AK Global Asset Management, LLC
DECREASED14,83514,885-500%$5.3M$5.1M-$215.0K2026-10-27
Collar Capital Management, LLC
INCREASED14,79414,672+122+1%$5.2M$5.0M-$143.2K2026-10-28
Hoffman, Alan N Investment Management
UNCHANGED14,76614,76600%$5.2M$5.0M-$185.9K2026-10-28
Activest Wealth Management
INCREASED14,67614,429+247+2%$5.1M$5.0M-$97.2K2026-10-15
Harrell Investment Partners, LLC
INCREASED14,66714,638+29+0%$5.2M$5.0M-$174.5K2026-10-15
Dudley Capital Management, LLC
DECREASED14,66315,263-600-4%$5.4M$5.0M-$396.6K2026-10-23
Shira Ridge Wealth Management
DECREASED14,64614,820-174-1%$5.2M$5.0M-$245.9K2026-10-09
Northcape Wealth Management, LLC
DECREASED14,63616,492-1,856-11%$5.8M$5.0M-$840.0K2026-11-04
Gilliland Jeter Wealth Management LLC
DECREASED14,62314,649-260%$5.2M$5.0M-$193.2K2026-10-28
Montecito Bank & Trust
INCREASED14,59614,440+156+1%$5.1M$5.0M-$128.6K2026-10-01
AUA Capital Management, LLC
DECREASED14,59215,179-587-4%$5.4M$5.0M-$391.1K2026-10-15
Patrick M Sweeney & Associates, Inc
INCREASED14,59014,589+1+0%$5.2M$5.0M-$183.6K2026-10-22
Schear Investment Advisers, LLC
NEW14,589—+14,589——$5.0M—2026-10-14
Tempo Wealth, LLC
INCREASED14,58914,276+313+2%$5.0M$5.0M-$73.2K2026-10-14
James J. Burns & Company, LLC
DECREASED14,56514,741-176-1%$5.2M$5.0M-$245.2K2026-10-22
TCI Wealth Advisors, Inc.
DECREASED14,56415,810-1,246-8%$5.6M$5.0M-$623.6K2026-10-30
Income Insurance Ltd
INCREASED14,56114,361+200+1%$5.1M$5.0M-$112.7K2026-10-21
Ted Buchan & Co
INCREASED14,52714,155+372+3%$5.0M$5.0M-$51.1K2026-10-23
Whelan Financial
INCREASED14,47913,454+1,025+8%$4.8M$4.9M+$179.9K2026-10-28
Institute for Wealth Management, Llc.
INCREASED14,46014,171+289+2%$5.0M$4.9M-$79.7K2026-11-06
Darden Wealth Group Inc
DECREASED14,43414,713-279-2%$5.2M$4.9M-$280.3K2026-11-06
BankPlus Trust Department
INCREASED14,41714,042+375+3%$5.0M$4.9M-$49.0K2026-11-06
Argent Capital Management LLC
DECREASED14,39814,658-260-2%$5.2M$4.9M-$273.0K2026-10-05
Central Pacific Bank - Trust Division
DECREASED14,37415,031-657-4%$5.3M$4.9M-$413.1K2026-10-06
Greenspring Advisors, LLC
INCREASED14,36114,323+38+0%$5.1M$4.9M-$167.5K2026-11-05
Clark Asset Management, LLC
INCREASED14,35413,460+894+7%$4.8M$4.9M+$134.9K2026-10-19
Magnolia Capital Management LTD
DECREASED14,32014,545-225-2%$5.1M$4.9M-$260.0K2026-10-09
Bison Wealth, LLC
INCREASED14,31212,853+1,459+11%$4.7M$5.0M+$304.5K2026-10-13
LMG Wealth Partners, LLC
INCREASED14,31213,962+350+3%$4.9M$4.9M-$56.3K2026-11-05
Daytona Street Capital LLC
DECREASED14,27814,829-551-4%$5.2M$4.9M-$357.5K2026-10-15
Corundum Group, Inc.
INCREASED14,2569,510+4,746+50%$3.4M$4.9M+$1.5M2026-10-28
Sageworth Trust Co
INCREASED14,24113,524+717+5%$4.8M$4.9M+$74.0K2026-10-30
McHugh Group, LLC
UNCHANGED14,21014,21000%$5.0M$4.8M-$178.9K2026-10-19
SmartHarvest Portfolios, LLC
DECREASED14,19517,197-3,002-17%$6.1M$4.8M-$1.2M2026-10-26
Lighthouse Financial LLC
INCREASED14,18712,158+2,029+17%$4.3M$4.8M+$538.3K2026-10-23
WBH Advisory Inc
INCREASED14,14313,647+496+4%$4.8M$4.8M-$2.9K2026-11-05
Sullivan Wood Capital Management LLC
INCREASED14,13912,854+1,285+10%$4.5M$4.8M+$276.0K2026-10-13
Investment Partners, Ltd.
INCREASED14,1328,109+6,023+74%$2.9M$4.8M+$2.0M2026-10-29
Stillwater Wealth Management Group
DECREASED14,11514,657-542-4%$5.2M$4.8M-$369.2K2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED14,05714,627-570-4%$5.2M$4.8M-$379.0K2026-11-04
D'Orazio & Associates, Inc.
INCREASED14,05713,921+136+1%$4.9M$4.8M-$128.9K2026-11-04
Alhambra Investment Management LLC
DECREASED14,04714,073-260%$5.0M$4.8M-$186.0K2026-10-15
Tranquility Partners, LLC
DECREASED14,04614,615-569-4%$5.2M$4.8M-$377.8K2026-10-20
International Private Wealth Advisors LLC
INCREASED14,0419,903+4,138+42%$3.5M$4.8M+$1.3M2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED14,02214,689-667-5%$5.2M$4.8M-$412.0K2026-10-15
626 Financial, LLC
DECREASED13,99114,160-169-1%$5.0M$4.8M-$235.8K2026-11-04
Kentucky Trust Co
DECREASED13,97415,344-1,370-9%$5.4M$4.8M-$660.0K2026-10-15
Artemis Wealth Advisors, LLC
INCREASED13,97313,316+657+5%$4.7M$4.8M+$56.4K2026-11-05
Goldstein Advisors, LLC
DECREASED13,93514,040-105-1%$5.0M$4.7M-$212.5K2026-10-15
Csenge Advisory Group
INCREASED13,92613,578+348+3%$4.8M$4.7M-$52.4K2026-11-04
Cardinal Capital Management
DECREASED13,92213,942-200%$4.9M$4.7M-$182.3K2026-10-21
Murphy Pohlad Asset Management LLC
DECREASED13,91814,429-511-4%$5.1M$4.7M-$355.8K2026-10-22
TradeWell Securities, Llc.
INCREASED13,90213,839+63+0%$4.9M$4.7M-$152.8K2026-10-21
Ascentis Wealth Management, LLC
INCREASED13,88813,811+77+1%$4.9M$4.7M-$147.6K2026-11-03
Symmetry Partners, LLC
INCREASED13,88312,255+1,628+13%$4.3M$4.7M+$400.7K2026-10-27
Elevation Wealth Partners, LLC
DECREASED13,87114,272-401-3%$5.0M$4.7M-$316.6K2026-10-07
Affiance Financial, LLC
DECREASED13,86813,920-520%$4.9M$4.7M-$193.0K2026-10-15
Vanguard Capital Wealth Advisors
DECREASED13,85014,046-196-1%$5.0M$4.7M-$243.6K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED13,82614,013-187-1%$5.0M$4.7M-$240.0K2026-10-14
Ignite Planners, LLC
INCREASED13,78213,116+666+5%$4.6M$4.7M+$79.8K2026-10-14
Greenwood Capital Associates LLC
INCREASED13,73913,378+361+3%$4.7M$4.7M-$45.4K2026-10-27
Blueprint Financial Advisors LLC
DECREASED13,69514,496-801-6%$5.1M$4.7M-$455.3K2026-10-28
First Nebraska Trust Co
UNCHANGED13,68013,68000%$4.8M$4.7M-$172.4K2026-10-30
Cromwell Holdings LLC
DECREASED13,66414,198-534-4%$5.0M$4.7M-$360.7K2026-10-28
OAK Family Advisors, LLC
DECREASED13,65815,254-1,596-10%$5.4M$4.7M-$735.9K2026-10-19
Albion Financial Group
INCREASED13,63613,259+377+3%$4.7M$4.6M-$38.5K2026-10-21
Navigation Group, LLC
UNCHANGED13,62913,62900%$4.8M$4.6M-$171.6K2026-10-28
Condor Capital Management
DECREASED13,62714,367-740-5%$5.1M$4.6M-$433.0K2026-11-06
Traphagen Investment Advisors LLC
INCREASED13,56913,502+67+1%$4.8M$4.6M-$147.3K2026-10-14
Insight Advisors, LLC/ PA
DECREASED13,54915,020-1,471-10%$5.3M$4.6M-$690.4K2026-10-22
Rubicon Advisors, GP
INCREASED13,54813,181+367+3%$4.7M$4.6M-$40.9K2026-10-23
Revolve Wealth Partners, LLC
INCREASED13,50913,423+86+1%$4.7M$4.6M-$139.9K2026-10-23
Clear Creek Financial Management, LLC
INCREASED13,50811,906+1,602+13%$4.2M$4.6M+$396.0K2026-10-28
Revisor Wealth Management LLC
INCREASED13,43412,968+466+4%$4.6M$4.5M-$36.4K2026-10-20
Plimoth Trust Co LLC
INCREASED13,42613,402+24+0%$4.7M$4.6M-$160.6K2026-10-26
Gilman Hill Asset Management, LLC
DECREASED13,42313,778-355-3%$4.9M$4.6M-$294.4K2026-10-13
InTrack Investment Management Inc
INCREASED13,39713,255+142+1%$4.7M$4.6M-$118.5K2026-10-15
Align Financial, LLC
INCREASED13,3641,570+11,794+751%$554.6K$4.6M+$4.0M2026-10-16
Legacy Private Trust Co.
DECREASED13,34913,469-120-1%$4.8M$4.5M-$210.5K2026-10-06
Stablepoint Partners, LLC
INCREASED13,33110,263+3,068+30%$3.6M$4.5M+$916.1K2026-11-03
Focused Wealth Management, Inc
INCREASED13,31013,301+9+0%$4.7M$4.5M-$164.2K2026-10-30
Princeton Capital Management LLC
UNCHANGED13,30613,30600%$4.7M$4.5M-$167.5K2026-10-27
Jones Kertz & Associates, Inc.
DECREASED13,26514,240-975-7%$5.0M$4.5M-$511.5K2026-10-28
Piar LLC
INCREASED13,2529,272+3,980+43%$3.3M$4.5M+$1.2M2026-10-21
XXI Wealth, LLC
DECREASED13,23913,472-233-2%$4.8M$4.5M-$249.0K2026-10-22
Golden Reserve Retirement LLC
INCREASED13,1908,405+4,785+57%$3.0M$4.5M+$1.5M2026-11-02
Burford Brothers, Inc.
DECREASED13,18013,185-50%$4.7M$4.5M-$168.0K2026-10-21
Dagco, Inc.
INCREASED13,17812,885+293+2%$4.6M$4.5M-$62.5K2026-10-20
Independent Solutions Wealth Management, LLC
DECREASED13,16313,239-76-1%$4.7M$4.5M-$192.6K2026-10-28
Argos Wealth Advisors, LLC
DECREASED13,16213,195-330%$4.7M$4.5M-$177.4K2026-11-02
Oak Asset Management, LLC
DECREASED13,15113,161-100%$4.7M$4.5M-$169.1K2026-10-13
Fiduciary Family Office, LLC
INCREASED13,14911,154+1,995+18%$3.9M$4.5M+$539.3K2026-11-04
Clear Wave Wealth Management LLC
INCREASED13,14811,738+1,410+12%$4.1M$4.5M+$332.7K2026-11-04
Kieckhefer Group LLC
INCREASED13,125873+12,252+1403%$308.4K$4.5M+$4.2M2026-10-13
Pettinga Financial Advisors LLC
DECREASED13,11113,187-76-1%$4.7M$4.5M-$191.9K2026-10-13
Anderson Hoagland & Co
INCREASED13,10913,032+77+1%$4.6M$4.2M-$399.8K2026-10-23
Baugh & Associates, LLC
INCREASED13,01911,641+1,378+12%$4.1M$3.8M-$266.5K2026-10-16
Agate Pass Investment Management, LLC
INCREASED13,01412,004+1,010+8%$4.2M$4.4M+$193.0K2026-10-20
Legacy Trust
INCREASED13,00512,755+250+2%$4.5M$3.6M-$888.5K2026-11-06
SJS Investment Consulting Inc.
INCREASED12,99512,636+359+3%$4.5M$4.4M-$37.0K2026-10-26
BetterWealth, LLC
DECREASED12,95415,963-3,009-19%$5.6M$4.4M-$1.2M2026-10-15
Fell Capital Management
DECREASED12,95314,087-1,134-8%$5.0M$4.4M-$563.8K2026-10-09
RIA Advisory Group LLC
DECREASED12,94018,918-5,978-32%$6.7M$4.4M-$2.3M2026-10-15
Carmel Capital Partners, LLC
DECREASED12,90514,150-1,245-9%$5.0M$4.4M-$602.3K2026-11-03
BNB Wealth Management, LLC
DECREASED12,84613,087-241-2%$4.6M$4.4M-$247.2K2026-10-28
Triton Wealth Management, Pllc
INCREASED12,83611,277+1,559+14%$4.0M$3.6M-$480.9K2026-11-04
Insight Wealth Strategies, LLC
INCREASED12,82812,674+154+1%$4.5M$4.4M-$164.8K2026-10-09
Western Pacific Wealth Management, LP
UNCHANGED12,79812,79800%$4.5M$4.4M-$161.1K2026-10-16
Aafmaa Wealth Management & Trust LLC
DECREASED12,78312,820-370%$4.5M$4.4M-$174.0K2026-10-14
Summit Financial Wealth Advisors, LLC
DECREASED12,72013,266-546-4%$4.7M$4.3M-$353.0K2026-10-15
Stackstone Wealth, LLC
NEW12,711—+12,711——$4.3M—2026-10-19
Iams Wealth Management, LLC
INCREASED12,64910,462+2,187+21%$3.7M$4.3M+$613.2K2026-10-15
Embree Financial Group
INCREASED12,64811,054+1,594+14%$3.9M$4.3M+$403.7K2026-10-22
Victory Financial Group, LLC
INCREASED12,63311,022+1,611+15%$3.9M$4.3M+$410.1K2026-10-27
Bluedoor Private Wealth, LLC
DECREASED12,60913,060-451-3%$4.6M$4.3M-$318.1K2026-11-05
4J Wealth Management LLC
DECREASED12,55512,685-130-1%$4.5M$4.3M-$204.0K2026-11-02
Purkiss Capital Advisors LLC
DECREASED12,54612,606-600%$4.5M$4.3M-$179.1K2026-11-06
Trust Investment Advisors
INCREASED12,54411,909+635+5%$4.2M$4.3M+$66.6K2026-10-20
Bank of New Hampshire
DECREASED12,54114,336-1,795-13%$5.1M$4.3M-$792.1K2026-10-06
Southland Equity Partners LLC
INCREASED12,53512,493+42+0%$4.4M$4.3M-$143.1K2026-10-14
Financial Futures Ltd Liability Co.
INCREASED12,5327,693+4,839+63%$2.7M$4.3M+$1.6M2026-10-13
Earned Wealth Advisors, LLC
INCREASED12,5217,621+4,900+64%$2.7M$4.3M+$1.6M2026-11-06
Del-Sette Capital Management, LLC
INCREASED12,4857,290+5,195+71%$2.6M$4.3M+$1.7M2026-10-23
Values Added Financial LLC
INCREASED12,46812,448+20+0%$4.4M$4.2M-$149.9K2026-10-28
Destiny Wealth Partners, LLC
INCREASED12,4451,873+10,572+564%$668.0K$3.5M+$2.8M2026-11-05
Impact Capital Partners LLC
DECREASED12,43612,840-404-3%$4.5M$4.2M-$299.3K2026-10-22
Fulton Breakefield Broenniman LLC
DECREASED12,43213,551-1,119-8%$4.8M$4.2M-$552.0K2026-11-03
Kennon-Green & Company, LLC
DECREASED12,41312,644-231-2%$4.5M$4.2M-$237.9K2026-10-05
Lincoln Capital LLC
DECREASED12,40212,497-95-1%$4.4M$4.2M-$201.9K2026-10-09
Ables, Iannone, Moore & Associates, Inc.
DECREASED12,39113,537-1,146-8%$4.8M$4.2M-$560.8K2026-10-06
Rhodes Investment Advisors Inc
DECREASED12,37812,485-107-1%$4.4M$4.2M-$193.6K2026-10-07
Newman Dignan & Sheerar, Inc.
DECREASED12,35812,593-235-2%$4.4M$4.2M-$238.6K2026-10-21
Natural Investments, LLC
INCREASED12,35212,260+92+1%$4.3M$4.2M-$122.1K2026-11-06
Buckhead Capital Management LLC
INCREASED12,34712,326+21+0%$4.4M$4.2M-$148.0K2026-11-03
Delta Capital Management LLC
INCREASED12,27511,845+430+4%$4.2M$4.2M-$2.0K2026-10-16
MCF Advisors LLC
DECREASED12,26014,263-2,003-14%$5.0M$4.2M-$862.0K2026-10-28
Radnor Capital Management, LLC
DECREASED12,24512,340-95-1%$4.4M$4.2M-$187.7K2026-10-23
Guild Investment Management, Inc.
DECREASED12,24213,955-1,713-12%$4.9M$4.2M-$759.5K2026-11-03
ASO Group Ltd
DECREASED12,23117,609-5,378-31%$6.2M$4.2M-$2.1M2026-11-05
Pacific Sage Partners, LLC
DECREASED12,21812,367-149-1%$4.4M$4.2M-$206.6K2026-10-21
PFC Capital Group, Inc.
INCREASED12,20212,130+72+1%$4.3M$4.2M-$127.3K2026-11-06
Marino, Stram & Associates LLC
UNCHANGED12,18812,18800%$4.3M$4.2M-$153.4K2026-10-22
Steel Grove Capital Advisors, LLC
DECREASED12,12912,229-100-1%$4.3M$4.1M-$188.0K2026-10-13
Black Diamond Financial, LLC
INCREASED12,12611,652+474+4%$4.1M$4.1M+$15.1K2026-10-26
Aldebaran Financial Inc.
INCREASED12,10312,088+15+0%$4.3M$4.1M-$147.3K2026-11-06
MW Advisory, LLC
INCREASED12,08211,149+933+8%$3.9M$4.1M+$177.5K2026-10-19
Three Seasons Wealth, LLC
INCREASED12,08211,839+243+2%$4.2M$4.1M-$66.3K2026-11-03
Bell Investment Advisors, Inc
DECREASED12,06012,321-261-2%$4.4M$4.1M-$244.0K2026-10-29
Tennessee Valley Asset Management Partners
DECREASED12,05212,298-246-2%$4.3M$4.1M-$238.9K2026-11-03
First Community Trust NA
DECREASED12,01812,332-314-3%$4.4M$4.1M-$262.3K2026-10-07
Alta Capital Management LLC/
DECREASED12,00013,000-1,000-8%$4.6M$4.1M-$504.4K2026-10-26
Greenup Street Wealth Management LLC
DECREASED11,97112,173-202-2%$4.3M$4.1M-$222.0K2026-10-28
Focused Alpha, LLC
DECREASED11,97011,979-90%$4.2M$4.1M-$153.8K2026-10-20
Quadcap Wealth Management, LLC
DECREASED11,94612,629-683-5%$4.5M$4.1M-$391.5K2026-11-02
SwitchPoint Financial Planning, LLC
UNCHANGED11,92711,92700%$4.2M$4.1M-$150.2K2026-11-02
Ridgewood Investments LLC
DECREASED11,88212,464-582-5%$4.4M$4.0M-$355.3K2026-10-05
Farmers & Merchants Trust Co of Long Beach
DECREASED11,83711,860-230%$4.2M$4.0M-$157.2K2026-10-22
WealthPLAN Partners, LLC
DECREASED11,79212,245-453-4%$4.3M$4.0M-$308.5K2026-10-15
JBR Co Financial Management Inc
DECREASED11,78312,176-393-3%$4.3M$4.2M-$85.1K2026-10-13
Draper Asset Management, LLC
DECREASED11,74713,101-1,354-10%$4.6M$4.0M-$626.5K2026-10-09
Rosenberg Matthew Hamilton
INCREASED11,73911,676+63+1%$4.1M$4.0M-$125.5K2026-10-05
True Freedom Investing, LLC
INCREASED11,73611,635+101+1%$3.3M$4.0M+$661.2K2026-10-29
GLR Partners, LLC
DECREASED11,68511,946-261-2%$4.2M$4.0M-$239.4K2026-11-04
Carl P. Sherr & Co., LLC
DECREASED11,67112,389-718-6%$4.4M$4.0M-$400.5K2026-11-06
Canopy Partners, LLC
DECREASED11,63311,725-92-1%$4.1M$4.0M-$179.2K2026-10-28
Quantum Financial Advisors, LLC
INCREASED11,60310,922+681+6%$3.9M$4.0M+$94.5K2026-11-03
Pinkerton Wealth, LLC
DECREASED11,60012,117-517-4%$3.5M$4.0M+$476.7K2026-10-29
Hollow Brook Wealth Management LLC
INCREASED11,56811,235+333+3%$4.0M$3.9M-$28.0K2026-10-29
AA Financial Advisors, LLC
INCREASED11,55710,907+650+6%$3.9M$3.9M+$84.0K2026-10-19
White Lighthouse Investment Management Inc.
DECREASED11,55111,953-402-3%$4.2M$3.9M-$287.6K2026-10-21
Golden State Wealth Management, LLC
DECREASED11,54711,828-281-2%$4.2M$3.9M-$244.7K2026-11-02
Augustine Asset Management Inc
INCREASED11,48710,413+1,074+10%$3.7M$3.9M+$234.9K2026-10-13
Canandaigua National Trust Co of Florida
NEW11,458—+11,458——$3.9M—2026-10-07
Hengehold Capital Management LLC
INCREASED11,4489,845+1,603+16%$3.5M$3.9M+$422.4K2026-10-16
RFG Holdings, Inc.
INCREASED11,42211,339+83+1%$4.0M$3.9M-$114.3K2026-10-30
Financial Planning Hawaii, Inc.
INCREASED11,40011,200+200+2%$4.0M$3.9M-$72.9K2026-10-13
Valley Brook Capital Group, Inc.
INCREASED11,38211,312+70+1%$4.0M$3.9M-$118.5K2026-10-26
RFG - Bristol Wealth Advisors, LLC
INCREASED11,38011,349+31+0%$4.0M$3.9M-$132.3K2026-10-09
Rossby Financial, LCC
INCREASED11,34510,916+429+4%$3.9M$3.9M+$8.8K2026-11-05
Annex Advisory Services, LLC
INCREASED11,33010,991+339+3%$3.9M$3.9M-$22.9K2026-10-16
Johnson Financial Group, LLC
DECREASED11,32418,107-6,783-37%$6.4M$3.9M-$2.5M2026-11-03
AAF Wealth Management, LLC
DECREASED11,30811,455-147-1%$4.0M$3.9M-$194.5K2026-10-28
Weaver Capital Management LLC
DECREASED11,28615,388-4,102-27%$4.4M$3.8M-$568.6K2026-10-15
Abel Hall, LLC
DECREASED11,22412,706-1,482-12%$4.5M$3.8M-$664.9K2026-10-19
NTV Asset Management LLC
INCREASED11,22310,723+500+5%$3.8M$3.8M+$35.4K2026-10-23
Elevation Wealth Management LLC
DECREASED11,21411,273-59-1%$4.0M$3.8M-$162.2K2026-11-02
Bensler, LLC
DECREASED11,20311,213-100%$4.0M$3.8M-$144.6K2026-11-05
Legal Advantage Investments, Inc.
INCREASED11,2009,200+2,000+22%$3.3M$3.8M+$565.7K2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED11,20011,20000%$4.0M$3.8M-$141.0K2026-10-08
Guardian Partners Inc.
DECREASED11,19511,245-500%$4.0M$3.8M-$158.6K2026-10-21
Traveka Wealth, LLC
INCREASED11,18910,286+903+9%$3.6M$3.8M+$178.2K2026-10-19
PCA Investment Advisory Services Inc.
DECREASED11,17411,374-200-2%$4.0M$3.8M-$211.3K2026-10-13
Eagle Wealth Advisors LLC
INCREASED11,16311,069+94+1%$3.9M$3.8M-$107.3K2026-10-20
Sunpointe, LLC
DECREASED11,15111,518-367-3%$4.1M$3.8M-$270.0K2026-10-22
Wealth Dimensions Group, Ltd.
INCREASED11,1139,860+1,253+13%$3.5M$3.8M+$302.8K2026-11-02
Riversedge Advisors, LLC
INCREASED11,11210,917+195+2%$3.9M$3.8M-$70.8K2026-10-09
Brandywine OAK Private Wealth LLC
UNCHANGED11,10011,10000%$3.9M$3.8M-$139.7K2026-10-23
Orca Wealth Management, LLC
INCREASED11,07110,658+413+4%$3.8M$3.8M+$6.6K2026-10-14
Future Financial Wealth Managment LLC
DECREASED11,06411,316-252-2%$3.6M$3.8M+$167.6K2026-10-15
Bath Savings Trust Co
DECREASED11,05411,912-858-7%$4.2M$3.8M-$442.3K2026-10-07
Fulcrum Wealth Advisors, LLC
INCREASED11,05310,431+622+6%$3.7M$3.8M+$80.6K2026-10-16
IPG Investment Advisors LLC
INCREASED11,02710,047+980+10%$3.5M$3.8M+$207.4K2026-10-30
Coyle Financial Counsel LLC
DECREASED11,01511,359-344-3%$4.0M$3.8M-$260.2K2026-10-28
Cohen Capital Management, Inc.
UNCHANGED11,00111,00100%$3.9M$3.7M-$138.5K2026-10-14
Clean Yield Group
INCREASED10,98610,985+1+0%$3.9M$3.7M-$138.3K2026-10-28
PUREfi Wealth, LLC
INCREASED10,94810,412+536+5%$3.7M$3.7M+$51.4K2026-10-19
Global Trust Asset Management, LLC
DECREASED10,94611,065-119-1%$3.9M$3.7M-$179.9K2026-10-19
Secure Asset Management, LLC
INCREASED10,9429,338+1,604+17%$3.3M$3.7M+$429.3K2026-10-19
May Hill Capital, LLC
INCREASED10,90910,250+659+6%$3.6M$3.7M+$95.5K2026-11-03
Vilga Financial Planning LLC
INCREASED10,9013,782+7,119+188%$1.3M$3.7M+$2.4M2026-10-09
Arlington Trust Co LLC
INCREASED10,8895,595+5,294+95%$2.0M$3.7M+$1.7M2026-10-20
AlpenGlobal Capital LLC
DECREASED10,88111,381-500-4%$4.0M$3.7M-$313.7K2026-11-06
Myecfo, LLC
INCREASED10,88110,770+111+1%$3.8M$3.7M-$98.1K2026-10-14
Eagle Rock Investment Company, LLC
UNCHANGED10,87710,87700%$3.8M$3.7M-$136.9K2026-10-21
RED Crane Wealth Management, LLC
INCREASED10,8661,215+9,651+794%$429.2K$3.7M+$3.3M2026-10-14
Hofer & Associates. Inc
INCREASED10,8661,761+9,105+517%$622.0K$3.7M+$3.1M2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED10,86310,881-180%$3.7M$3.7M-$66.0K2026-10-21
Cherry Creek Investment Advisors, Inc.
INCREASED10,86310,856+7+0%$3.8M$3.7M-$134.5K2026-10-14
Affinity Capital Advisors, LLC
DECREASED10,86211,056-194-2%$4.0M$3.8M-$255.8K2026-10-13
Waycross Investment Management Co
DECREASED10,85411,078-224-2%$3.9M$3.7M-$215.7K2026-10-14
Westbourne Investment Advisors, Inc.
DECREASED10,83110,922-91-1%$3.9M$3.7M-$168.5K2026-10-20
First Heartland Consultants, Inc.
INCREASED10,83110,784+47+0%$3.8M$3.7M-$119.7K2026-10-08
Carter Financial Group, Inc.
DECREASED10,81911,156-337-3%$3.9M$3.7M-$255.2K2026-10-21
25 LLC
DECREASED10,81811,028-210-2%$3.9M$3.7M-$210.3K2026-10-13
CLG LLC
DECREASED10,80910,963-154-1%$3.9M$3.7M-$190.5K2026-10-13
Creative Financial Designs Inc
INCREASED10,80710,587+220+2%$3.7M$3.7M-$58.1K2026-11-04
Shrier Wealth Management, LLC
DECREASED10,79710,933-136-1%$3.9M$3.7M-$183.8K2026-10-20
High Net Worth Advisory Group LLC
INCREASED10,78310,429+354+3%$3.7M$3.7M-$10.8K2026-10-26
Buck Wealth Strategies, LLC
INCREASED10,7636,193+4,570+74%$2.2M$3.7M+$1.5M2026-10-28
Sippican Capital Advisors
INCREASED10,70310,475+228+2%$3.7M$3.6M-$54.2K2026-10-23
Arcataur Capital Management LLC
UNCHANGED10,70210,70200%$3.8M$3.6M-$134.7K2026-10-21
Northern Lights Advisors, Inc.
DECREASED10,69210,856-164-2%$3.8M$3.6M-$192.6K2026-10-21
Barton Investment Management
UNCHANGED10,63510,63500%$3.8M$3.6M-$133.9K2026-10-27
Cross Staff Investments Inc
INCREASED10,59210,582+10+0%$3.7M$3.6M-$129.7K2026-10-22
Stonebridge Financial Group, LLC
INCREASED10,59010,129+461+5%$3.6M$3.6M+$29.5K2026-10-01
Guardian Asset Advisors, LLC
INCREASED10,54010,399+141+1%$3.7M$3.6M-$82.4K2026-10-16
StoneRidge PMG Advisors, LLC
NEW10,520—+10,520——$3.6M—2026-11-04
Providence Wealth Advisors, LLC
INCREASED10,52010,502+18+0%$3.7M$3.6M-$150.9K2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED10,51610,144+372+4%$3.6M$3.6M-$47.5K2026-10-21
Palisade Asset Management, LLC
INCREASED10,51610,344+172+2%$3.7M$3.6M-$71.6K2026-11-03
Ejmk Ventures LLC
INCREASED10,4965,183+5,313+103%$1.8M$3.6M+$1.7M2026-10-21
jvl associates llc
INCREASED10,47510,322+153+1%$3.6M$3.6M-$77.8K2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED10,43710,43700%$3.7M$3.6M-$131.4K2026-10-26
Steele Capital Management, Inc.
INCREASED10,43510,123+312+3%$3.6M$3.6M-$21.1K2026-11-02
Heritage Wealth Management, Inc.
DECREASED10,42810,630-202-2%$3.8M$3.6M-$202.7K2026-10-28
Allegiance Financial Group Advisory Services LLC
DECREASED10,38211,392-1,010-9%$4.0M$3.5M-$487.6K2026-11-02
Trust Co of Oklahoma
DECREASED10,38210,971-589-5%$3.9M$3.5M-$338.8K2026-10-15
Orin Green Financial, LLC
UNCHANGED10,37010,37000%$3.7M$3.5M-$130.6K2026-10-19
R2 Capital Strategies, LLC
INCREASED10,36810,356+12+0%$3.7M$3.5M-$126.2K2026-10-15
LVM Capital Management LTD
DECREASED10,29010,570-280-3%$3.7M$3.5M-$228.8K2026-10-20
Jnba Financial Advisors
INCREASED10,27610,237+39+0%$3.6M$3.5M-$115.6K2026-11-03
Bull Street Advisors, LLC
UNCHANGED10,26510,26500%$3.6M$3.5M-$129.0K2026-10-20
Viewpoint Capital Management LLC
INCREASED10,26210,008+254+3%$3.5M$3.5M-$39.5K2026-10-27
Cap Partners, LLC
INCREASED10,2569,702+554+6%$3.4M$3.5M+$66.9K2026-10-19
Palacios Wealth Management, LLC
INCREASED10,25010,072+178+2%$3.6M$3.5M-$66.2K2026-11-04
Capstone Wealth Management Group, Inc.
DECREASED10,23610,285-490%$3.6M$3.5M-$146.2K2026-10-19
Concord Wealth Partners
INCREASED10,21310,201+12+0%$3.6M$3.5M-$124.2K2026-11-02
Wedgewood Investors Inc
INCREASED10,17510,130+45+0%$3.6M$3.5M-$112.2K2026-10-28
Aufman Associates Inc
INCREASED10,1539,822+331+3%$3.5M$3.5M-$11.2K2026-11-04
Strategic Blueprint, LLC
DECREASED10,12410,230-106-1%$3.6M$3.4M-$165.1K2026-10-22
Lountzis Asset Management, LLC
INCREASED10,1195,465+4,654+85%$1.9M$3.4M+$1.5M2026-10-30
Opinicus Capital, Inc.
DECREASED10,11310,389-276-3%$3.7M$3.4M-$225.0K2026-10-28
Western Financial Corp
INCREASED10,1078,749+1,358+16%$3.1M$3.4M+$352.7K2026-10-14
MBM Wealth Consultants, LLC
INCREASED10,0909,673+417+4%$3.4M$3.4M+$20.3K2026-10-20
United Asset Strategies, Inc.
INCREASED10,0869,014+1,072+12%$3.2M$3.4M+$252.0K2026-10-28
Midwest Professional Planners, Ltd.
INCREASED10,0849,875+209+2%$3.5M$3.4M-$52.9K2026-10-29
Silverleafe Capital Partners, LLC
DECREASED10,04910,672-623-6%$3.8M$3.4M-$346.6K2026-10-02
Summit Asset Management, LLC
INCREASED10,0469,881+165+2%$3.5M$3.4M-$68.1K2026-11-05
Heartwood Wealth Advisors LLC
DECREASED10,04610,100-54-1%$3.6M$3.4M-$145.6K2026-10-05
Ashurst Perkins Coie Trust Co
INCREASED9,9199,840+79+1%$3.5M$3.4M-$97.0K2026-10-15
Aire Advisors, LLC
DECREASED9,9059,942-370%$3.5M$3.4M-$137.9K2026-10-22
Burton Enright Welch
INCREASED9,8946,995+2,899+41%$2.5M$3.4M+$899.7K2026-11-04
Bigelow Investment Advisors, LLC
DECREASED9,87410,369-495-5%$3.7M$3.4M-$299.2K2026-10-13
New England Research & Management, Inc.
INCREASED9,8709,620+250+3%$3.4M$3.4M-$35.9K2026-10-16
Arrow Financial Corp
DECREASED9,85310,857-1,004-9%$3.8M$3.4M-$478.8K2026-10-26
Summa Corp.
INCREASED9,8374,706+5,131+109%$1.7M$3.4M+$1.7M2026-10-30
Jefferson Bridge Capital, LLC
UNCHANGED9,7609,76000%$3.4M$3.3M-$122.9K2026-11-06
Legacy Bridge, LLC
DECREASED9,69510,695-1,000-9%$3.8M$3.3M-$475.4K2026-10-28
Copper Harbor Investment Advisors, LLC
DECREASED9,6909,695-50%$3.4M$3.3M-$123.7K2026-10-16
Redmond Asset Management, LLC
DECREASED9,6829,977-295-3%$3.5M$3.3M-$226.1K2026-10-27
Ares Financial Consulting, LLC
INCREASED9,6669,576+90+1%$3.4M$3.3M-$89.9K2026-10-19
Meridian Financial Partners LLC
INCREASED9,6519,561+90+1%$3.5M$3.3M-$210.9K2026-10-23
Seven Mile Advisory
DECREASED9,64710,584-937-9%$3.7M$3.3M-$452.5K2026-10-22
Intelligence Driven Advisers, LLC
DECREASED9,6449,904-260-3%$3.5M$3.3M-$213.2K2026-10-09
Ervin Investment Management, LLC
DECREASED9,6419,796-155-2%$3.5M$3.3M-$176.1K2026-10-23
Lodestar Private Asset Management LLC
DECREASED9,6329,728-96-1%$3.4M$3.3M-$155.1K2026-10-26
Blue Line Capital, LLC / IL
INCREASED9,5988,580+1,018+12%$3.0M$3.3M+$239.1K2026-11-04
Integral Investment Advisors, Inc.
INCREASED9,5749,573+1+0%$3.4M$3.3M-$120.3K2026-11-03
Crown Wealth Group, LLC
INCREASED9,5639,336+227+2%$3.3M$3.3M-$40.0K2026-10-19
First Command Advisory Services, Inc.
DECREASED9,54711,908-2,361-20%$4.2M$3.3M-$954.4K2026-11-05
Atala Financial Inc
UNCHANGED9,5429,54200%$3.4M$3.3M-$120.1K2026-10-22
Avantax Planning Partners, Inc.
DECREASED9,5319,940-409-4%$3.5M$3.2M-$264.4K2026-11-03
Worth Financial Advisory Group, LLC
DECREASED9,5319,637-106-1%$3.4M$3.2M-$157.4K2026-10-19
Legacy Edge Advisors, LLC
INCREASED9,5259,492+33+0%$3.4M$3.2M-$108.3K2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED9,5149,302+212+2%$3.3M$3.2M-$45.0K2026-10-05
Solidarity Wealth, LLC
INCREASED9,5079,367+140+1%$3.3M$3.2M-$70.2K2026-10-15
Skylands Capital, LLC
UNCHANGED9,5009,50000%$3.4M$3.2M-$119.6K2026-10-21
Trust Co of the South
DECREASED9,4889,613-125-1%$3.4M$3.2M-$163.6K2026-10-21
Hill Island Financial LLC
DECREASED9,4469,501-55-1%$3.4M$3.2M-$138.4K2026-10-20
Markowski Investments
DECREASED9,44513,245-3,800-29%$4.7M$3.2M-$1.5M2026-10-30
Brown Miller Wealth Management, LLC
INCREASED9,4418,362+1,079+13%$3.0M$3.2M+$262.3K2026-11-02
Syntax Research, Inc.
DECREASED9,4309,868-438-4%$3.5M$3.2M-$273.4K2026-11-04
LexAurum Advisors, LLC
INCREASED9,4189,387+31+0%$3.3M$3.2M-$107.7K2026-10-19
Emprise Bank
DECREASED9,4089,822-414-4%$3.5M$3.2M-$264.7K2026-10-07
Sentry LLC
INCREASED9,4069,050+356+4%$3.2M$3.2M+$7.4K2026-10-30
Mindset Wealth Management, LLC
INCREASED9,3989,115+283+3%$3.2M$3.2M-$18.3K2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED9,3789,427-49-1%$3.3M$3.2M-$135.4K2026-10-13
Asset Advisory Group, Inc.
DECREASED9,3699,371-20%$3.3M$3.2M-$118.4K2026-10-20
Providence First Trust Co
DECREASED9,3649,854-490-5%$3.5M$3.2M-$291.0K2026-11-02
Pilgrim Partners Asia Pte Ltd
DECREASED9,35013,110-3,760-29%$4.6M$3.2M-$1.4M2026-10-29
Intelligent Financial Strategies
UNCHANGED9,3399,33900%$3.3M$3.2M-$117.5K2026-10-16
Tortoise Investment Management, LLC
INCREASED9,3383,986+5,352+134%$1.4M$3.2M+$1.8M2026-11-06
Catalyst Capital Advisors LLC
INCREASED9,3349,295+39+0%$3.3M$3.2M-$103.7K2026-11-02
Westover Capital Advisors, LLC
DECREASED9,2919,361-70-1%$3.3M$3.2M-$141.7K2026-10-26
Lantern Wealth Advisors, LLC
INCREASED9,2748,153+1,121+14%$2.9M$3.2M+$279.3K2026-10-22
Sage Investment Advisers LLC
INCREASED9,2648,917+347+4%$3.2M$3.2M+$6.1K2026-10-21
Cape Investment Advisory, Inc.
DECREASED9,2579,688-431-4%$3.4M$3.2M-$269.1K2026-10-13
West Paces Advisors Inc.
DECREASED9,2549,514-260-3%$3.4M$3.2M-$208.4K2026-10-13
NBZ Investment Advisors LLC
UNCHANGED9,2389,23800%$3.3M$3.1M-$116.3K2026-10-30
Peachtree Investment Partners, LLC
INCREASED9,2208,576+644+8%$3.0M$3.1M+$111.3K2026-11-05
Cannon Capital Management, Inc.
INCREASED9,1819,062+119+1%$3.2M$3.1M-$73.4K2026-11-03
Eagle Bay Advisors LLC
DECREASED9,1719,272-101-1%$3.3M$3.1M-$151.2K2026-10-16
Sage Private Wealth Group, LLC
INCREASED9,1634,521+4,642+103%$1.6M$3.1M+$1.5M2026-10-21
Washington Capital Management, Inc
UNCHANGED9,1009,10000%$3.2M$3.1M-$114.6K2026-10-19
One Day In July LLC
INCREASED9,0998,953+146+2%$3.2M$3.1M-$63.0K2026-10-30
Chapin Davis, Inc.
DECREASED9,0939,184-91-1%$3.2M$3.1M-$146.6K2026-10-09
Auxano Advisors, LLC
INCREASED9,0719,030+41+0%$3.2M$3.1M-$99.7K2026-11-06
All-Stars Investment Ltd
UNCHANGED9,0009,00000%$3.2M$3.1M-$113.3K2026-11-03
15 Wealth Advisors LLC
NEW8,975—+8,975——$3.1M—2026-10-14
Globalt Investments LLC / GA
DECREASED8,9739,368-395-4%$3.3M$3.1M-$252.5K2026-10-27
WJ Wealth Management, LLC
DECREASED8,9688,982-140%$3.2M$3.1M-$117.9K2026-11-03
Nautilus Advisors LLC
DECREASED8,9559,028-73-1%$3.2M$3.1M-$154.0K2026-10-07
Amplius Wealth Advisors, LLC
INCREASED8,9366,927+2,009+29%$2.4M$3.0M+$597.3K2026-10-20
XY Planning Network, Inc.
INCREASED8,9118,309+602+7%$2.9M$3.0M+$100.5K2026-10-14
Weil Company, Inc.
DECREASED8,8949,144-250-3%$3.2M$3.0M-$200.4K2026-10-14
Net Worth Advisory Group
INCREASED8,8787,690+1,188+15%$2.7M$3.0M+$256.4K2026-10-20
Morton Capital Management LLC
INCREASED8,8708,569+301+4%$3.0M$3.0M-$5.5K2026-10-23
Kanawha Capital Management LLC
INCREASED8,8208,225+595+7%$2.9M$3.0M+$99.2K2026-10-19
Birch Financial Group, LLC
INCREASED8,8107,551+1,259+17%$2.7M$3.0M+$333.9K2026-10-27
Yoder Wealth Management, Inc.
DECREASED8,7828,861-79-1%$3.1M$3.0M-$138.5K2026-10-13
Retirement Guys Formula LLC
INCREASED8,7728,478+294+3%$3.0M$3.0M-$6.8K2026-10-26
Greenfield Seitz Capital Management, LLC
INCREASED8,7698,732+37+0%$3.1M$3.0M-$97.3K2026-10-29
Sunbeam Capital Management, LLC
DECREASED8,7439,850-1,107-11%$3.5M$3.0M-$501.1K2026-11-05
Alliance Wealth Advisors, LLC
DECREASED8,7419,256-515-6%$3.3M$3.0M-$292.0K2026-10-28
Rise Advisors, LLC
INCREASED8,7388,706+32+0%$3.1M$3.0M-$98.9K2026-10-16
Enterprise Financial Services Corp
DECREASED8,7368,822-86-1%$3.1M$3.0M-$140.4K2026-11-03
Old Mission Investment Co LLC
DECREASED8,7348,867-133-1%$3.1M$3.0M-$156.9K2026-10-22
Sentinel Trust Co LBA
UNCHANGED8,7348,73400%$3.1M$3.0M-$110.0K2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED8,7288,344+384+5%$2.9M$3.0M+$25.9K2026-10-27
LJI Wealth Management, LLC
INCREASED8,7098,701+8+0%$3.1M$3.0M-$106.8K2026-10-28
Whalen Wealth Management Inc.
INCREASED8,6716,672+1,999+30%$2.4M$3.0M+$596.9K2026-10-08
Blankinship & Foster, LLC
DECREASED8,6448,760-116-1%$3.1M$2.9M-$149.8K2026-10-19
MB, Levis & Associates, LLC
INCREASED8,6448,592+52+1%$3.0M$2.9M-$90.6K2026-10-16
Private Client Services, LLC
DECREASED8,64111,787-3,146-27%$4.2M$2.9M-$1.2M2026-10-02
Encompass Wealth Advisors, LLC
INCREASED8,6364,317+4,319+100%$1.5M$2.9M+$1.4M2026-10-15
Richards, Merrill & Peterson, Inc.
DECREASED8,6318,804-173-2%$3.1M$2.9M-$169.8K2026-10-19
Baron Wealth Management LLC
DECREASED8,6268,661-350%$3.1M$2.9M-$120.9K2026-10-27
United Advisor Group, LLC
INCREASED8,6207,695+925+12%$2.7M$2.9M+$218.2K2026-11-03
Concord Asset Management, LLC
INCREASED8,6108,227+383+5%$2.9M$2.9M+$26.8K2026-11-02
Kwmg, LLC
INCREASED8,6094,180+4,429+106%$1.5M$2.9M+$1.5M2026-10-07
Walkner Condon Financial Advisors LLC
INCREASED8,6036,254+2,349+38%$2.2M$2.9M+$722.2K2026-11-02
JSF Financial, LLC
INCREASED8,5898,556+33+0%$3.0M$2.9M-$96.6K2026-10-22
FAI Advisors, Inc.
INCREASED8,5798,466+113+1%$3.0M$2.9M-$68.1K2026-10-27
Banque de Luxembourg S.A.
UNCHANGED8,5738,57300%$3.0M$2.9M-$107.9K2026-10-14
Value Investment Professionals, LLC
INCREASED8,5718,570+1+0%$3.0M$2.9M-$107.8K2026-10-13
First Merchants Corp
DECREASED8,5429,011-469-5%$3.2M$2.9M-$273.3K2026-10-15
Woodward Diversified Capital, LLC
INCREASED8,4638,407+56+1%$3.0M$2.9M-$87.1K2026-10-21
Range Financial Group LLC
DECREASED8,4499,946-1,497-15%$3.5M$2.9M-$635.3K2026-10-21
Wagner Wealth Management, LLC
DECREASED8,4428,617-175-2%$3.0M$2.9M-$168.2K2026-10-21
San Luis Wealth Advisors LLC
INCREASED8,4078,395+12+0%$3.0M$2.9M-$101.7K2026-10-27
Massachusetts Wealth Management
DECREASED8,4018,446-45-1%$3.0M$2.9M-$121.7K2026-10-21
Atlas Private Wealth Advisors
INCREASED8,4018,386+15+0%$3.0M$2.9M-$100.4K2026-10-23
Mainsail Financial Group, LLC
DECREASED8,3969,124-728-8%$3.2M$2.9M-$363.2K2026-10-23
Hummer Financial Advisory Services Inc
UNCHANGED8,3898,38900%$3.0M$2.9M-$105.6K2026-10-09
Oakmont Investment Advisors, Inc.
INCREASED8,3588,323+35+0%$2.9M$2.8M-$92.9K2026-10-21
Signal Advisors Wealth, LLC
INCREASED8,3526,607+1,745+26%$2.3M$2.8M+$511.3K2026-10-13
Canvas Wealth Advisors, LLC
DECREASED8,3409,175-835-9%$3.2M$2.4M-$887.2K2026-11-02
Allen Capital Group, LLC
DECREASED8,3358,395-60-1%$3.0M$2.8M-$126.4K2026-10-27
Burney Co/
INCREASED8,3227,562+760+10%$2.7M$2.8M+$163.8K2026-10-15
JGP Wealth Management, LLC
DECREASED8,3208,437-117-1%$3.0M$2.8M-$146.1K2026-10-13
Legacy Financial Group, Inc.
INCREASED8,3138,293+20+0%$2.9M$2.8M-$97.6K2026-10-21
Legacy Financial Independent Advisors LLC
DECREASED8,31110,518-2,207-21%$3.7M$2.8M-$884.4K2026-11-02
Endeavor Private Wealth, Inc.
INCREASED8,3108,100+210+3%$2.9M$2.8M-$30.6K2026-11-05
BLB&B Advisors, LLC
DECREASED8,2678,816-549-6%$3.1M$2.8M-$298.1K2026-10-27
Successful Portfolios LLC
DECREASED8,2598,275-160%$2.9M$2.8M-$113.0K2026-10-09
KW Wealth Management LLC
NEW8,253—+8,253——$2.8M—2026-10-28
Northwest Wealth Management, LLC
INCREASED8,2328,205+27+0%$2.9M$2.8M-$94.1K2026-10-30
Tcfg Investment Advisors, LLC
DECREASED8,2028,363-161-2%$3.0M$2.8M-$159.9K2026-10-20
True Private Wealth Advisors
DECREASED8,1899,975-1,786-18%$3.5M$2.8M-$734.1K2026-10-19
Tributary Capital Management, LLC
UNCHANGED8,1798,17900%$2.9M$2.8M-$103.0K2026-10-28
Advisory Resource Group
INCREASED8,1787,016+1,162+17%$2.5M$2.8M+$307.7K2026-10-26
Key FInancial Inc
INCREASED8,1668,143+23+0%$2.9M$2.8M-$94.7K2026-11-02
Eagle Strategies LLC
DECREASED8,1558,224-69-1%$2.9M$2.8M-$126.9K2026-10-16
Mechanics Financial Corp
DECREASED8,1418,176-350%$2.9M$2.8M-$114.9K2026-11-05
KRS Capital Management, LLC
UNCHANGED8,1348,13400%$2.9M$2.8M-$102.4K2026-10-16
IronOak Wealth Llc.
NEW8,126—+8,126——$2.8M—2026-11-06
Demars Financial Group, LLC
INCREASED8,1217,907+214+3%$2.8M$2.8M-$26.6K2026-10-22
Greatmark Investment Partners, Inc.
UNCHANGED8,1048,10400%$2.9M$2.8M-$102.0K2026-10-28
Paladin Wealth, LLC
DECREASED8,0838,507-424-5%$3.0M$2.8M-$251.5K2026-10-23
Stonekeep Investments, LLC
INCREASED8,0787,860+218+3%$2.8M$2.8M-$24.5K2026-10-15
Core Wealth Partners LLC
INCREASED8,0687,583+485+6%$2.7M$2.7M+$69.6K2026-11-02
SC&H Financial Advisors, Inc.
INCREASED8,0538,037+16+0%$2.8M$2.7M-$95.8K2026-10-14
Pinnacle Bancorp, Inc.
DECREASED8,03415,175-7,141-47%$5.4M$2.7M-$2.6M2026-10-21
Smith Shellnut Wilson LLC
DECREASED8,0178,030-130%$2.8M$2.7M-$105.5K2026-10-21
Kingsman Wealth Management, Inc.
INCREASED8,0107,979+31+0%$2.8M$2.7M-$89.9K2026-10-13
LB Partners LLC
UNCHANGED8,0008,00000%$2.8M$2.7M-$100.7K2026-11-05
55 North Private Wealth, LLC
INCREASED7,9857,692+293+4%$2.7M$2.7M+$3.0K2026-10-20
Professional Financial Advisors, LLC
DECREASED7,9858,153-168-2%$2.9M$2.7M-$159.8K2026-10-13
Five Oceans Advisors
DECREASED7,9849,085-1,101-12%$3.2M$2.7M-$489.5K2026-10-22
Jacobsen Capital Management
INCREASED7,9747,773+201+3%$2.7M$2.7M-$29.4K2026-10-27
Townsend & Associates, Inc
DECREASED7,9619,875-1,914-19%$3.5M$2.7M-$787.5K2026-10-23
Veracity Capital LLC
INCREASED7,9557,325+630+9%$2.6M$2.7M+$122.5K2026-10-08
Investment Partners Asset Management, Inc.
DECREASED7,9488,040-92-1%$2.8M$2.7M-$132.5K2026-10-09
Cascade Investment Group, Inc.
DECREASED7,9458,032-87-1%$2.8M$2.7M-$130.8K2026-10-13
Mattern Capital Management, LLC
INCREASED7,9367,524+412+5%$2.7M$2.7M+$45.7K2026-11-02
Ninety One SA (PTY) Ltd
DECREASED7,91515,786-7,871-50%$5.6M$2.7M-$2.8M2026-10-15
AGH Wealth Advisors, LLC
INCREASED7,9067,709+197+3%$2.7M$2.7M-$29.9K2026-10-26
RDA Financial Network
INCREASED7,9037,678+225+3%$2.7M$2.7M-$20.1K2026-10-15
South Shore Capital Advisors
DECREASED7,9007,940-400%$2.8M$2.7M-$113.6K2026-10-20
Coquina Private Wealth LLC
DECREASED7,8748,130-256-3%$2.9M$2.7M-$189.5K2026-10-27
Abacus Wealth Partners, LLC
INCREASED7,8717,140+731+10%$2.5M$2.7M+$159.1K2026-11-03
Anchyra Partners LLC
INCREASED7,8457,024+821+12%$2.5M$2.7M+$191.3K2026-10-13
PKS Advisory Services, LLC
UNCHANGED7,8457,84500%$2.8M$2.8M$02026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED7,8327,724+108+1%$2.7M$2.7M-$60.8K2026-11-04
Enclave Advisors LLC
DECREASED7,8218,134-313-4%$2.9M$2.7M-$209.0K2026-10-14
Element Pointe Advisors, LLC
DECREASED7,8167,906-90-1%$2.8M$2.7M-$130.2K2026-10-21
Strategy Asset Managers LLC
INCREASED7,8107,805+5+0%$2.8M$2.7M-$96.5K2026-10-14
Madden Securities Corp
INCREASED7,8076,380+1,427+22%$2.3M$2.7M+$406.0K2026-10-27
Uptick Partners, LLC
INCREASED7,8007,377+423+6%$2.6M$2.7M+$51.0K2026-11-04
Financial Consulate, Inc
INCREASED7,7997,752+47+1%$2.7M$2.7M-$81.9K2026-10-23
Intrua Financial, LLC
DECREASED7,7928,229-437-5%$2.9M$2.7M-$252.8K2026-10-28
Independent Investors Inc
UNCHANGED7,7907,79000%$2.8M$2.7M-$98.1K2026-10-30
Pennsylvania Capital Management Inc
INCREASED7,7806,438+1,342+21%$2.3M$2.7M+$376.2K2026-11-05
Park Edge Advisors, LLC
DECREASED7,7808,137-357-4%$2.9M$2.7M-$224.0K2026-10-28
RVW Wealth, LLC
DECREASED7,7637,799-360%$2.8M$2.6M-$110.4K2026-10-06
Live Oak Investment Partners
INCREASED7,7577,704+53+1%$2.7M$2.6M-$78.9K2026-10-23
S.A. Mason LLC
INCREASED7,7336,972+761+11%$2.5M$2.6M+$171.6K2026-10-13
Seelaus Asset Management LLC
DECREASED7,7148,114-400-5%$2.9M$2.6M-$238.5K2026-10-14
Cypress Capital, LLC
DECREASED7,6997,899-200-3%$2.8M$2.6M-$167.6K2026-10-20
Cadent Capital Advisors, LLC
INCREASED7,6997,663+36+0%$2.7M$2.6M-$84.2K2026-10-09
American Capital Advisory, LLC
DECREASED7,6947,719-250%$2.7M$2.6M-$106.0K2026-10-28
Tsfg, LLC
DECREASED7,64416,677-9,033-54%$5.9M$2.6M-$3.3M2026-10-23
Sterling Investment Counsel, LLC
DECREASED7,6307,782-152-2%$2.7M$2.6M-$149.8K2026-10-19
Manchester Financial Inc
INCREASED7,6277,612+15+0%$2.7M$2.6M-$90.7K2026-10-15
Howard Wealth Management, LLC
DECREASED7,6047,904-300-4%$2.8M$2.6M-$201.7K2026-10-28
Physicians Financial Services, Inc.
DECREASED7,5907,760-170-2%$2.7M$2.6M-$156.0K2026-11-04
Community Bank, N.A.
INCREASED7,5897,254+335+5%$2.6M$2.6M+$22.8K2026-11-06
Sigma Investment Counselors Inc
DECREASED7,5717,627-56-1%$2.7M$2.6M-$115.1K2026-10-27
Polaris Investment Advisors, LLC
UNCHANGED7,5637,56300%$2.7M$2.6M-$95.1K2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED7,5477,546+1+0%$2.7M$2.6M-$94.6K2026-10-09
Crusonia Wealth Advisors LLC
INCREASED7,5227,154+368+5%$2.5M$2.6M+$35.2K2026-10-26
Silvia Mccoll Wealth Management, LLC
DECREASED7,5047,534-300%$2.7M$2.6M-$105.1K2026-10-07
Central Bank & Trust Co
INCREASED7,5027,022+480+7%$2.5M$2.6M+$75.1K2026-10-09
Urban Wealth Management, LLC
DECREASED7,4737,871-398-5%$2.8M$2.5M-$234.7K2026-10-21
TT Capital Management LLC
DECREASED7,4567,594-138-2%$2.7M$2.5M-$142.6K2026-10-15
Fairscale Capital, LLC
INCREASED7,4447,391+53+1%$2.6M$2.1M-$540.4K2026-11-04
Petros Family Wealth, LLC
INCREASED7,4356,849+586+9%$2.4M$2.5M+$113.5K2026-10-28
Dickmeyer Boyce Financial Management, Inc.
DECREASED7,4327,511-79-1%$2.7M$2.5M-$121.6K2026-10-08
Vista Capital Partners, Inc.
INCREASED7,4316,850+581+8%$2.4M$2.5M+$111.8K2026-11-06
Kimelman & Baird, LLC
DECREASED7,41510,599-3,184-30%$3.7M$2.5M-$1.2M2026-11-03
Adelphi Trust Co
DECREASED7,4128,852-1,440-16%$3.1M$2.5M-$602.1K2026-10-05
Journey Retirement Planning & Investment Management LLC
DECREASED7,3898,023-634-8%$2.8M$2.5M-$316.9K2026-10-09
Verum Partners LLC
INCREASED7,3857,294+91+1%$2.6M$2.5M-$60.7K2026-10-21
Arlington Capital Management Inc
INCREASED7,3637,362+1+0%$2.6M$2.5M-$92.2K2026-10-30
Towercrest Capital Management
INCREASED7,3385,890+1,448+25%$2.1M$2.5M+$419.2K2026-10-23
Novem Group
DECREASED7,3287,416-88-1%$2.6M$2.5M-$123.6K2026-10-19
Compton Wealth Advisory Group, LLC
UNCHANGED7,3267,32600%$2.6M$2.5M-$168.2K2026-10-13
Investmark Advisory Group LLC
INCREASED7,3206,282+1,038+17%$2.2M$2.5M+$274.9K2026-10-27
Fonville Wealth Management LLC
INCREASED7,3036,684+619+9%$2.4M$2.5M+$126.9K2026-10-28
HT Partners LLC
UNCHANGED7,2877,28700%$2.6M$2.5M-$91.7K2026-10-20
Acorn Creek Capital LLC
INCREASED7,2786,557+721+11%$2.3M$2.5M+$163.1K2026-11-05
Mcdonald Partners LLC
UNCHANGED7,2757,27500%$2.6M$2.5M-$91.6K2026-11-03
Smallwood Wealth Investment Management, LLC
UNCHANGED7,2427,24200%$2.6M$2.5M-$91.1K2026-10-30
West Branch Capital LLC
UNCHANGED7,2387,23800%$2.6M$2.5M-$91.0K2026-10-20
Centurion Wealth Management LLC
DECREASED7,2287,875-647-8%$2.8M$2.5M-$319.8K2026-10-13
Alliance Wealth Management Group
INCREASED7,2275,779+1,448+25%$2.0M$2.5M+$420.6K2026-10-29
Burke & Herbert Bank & Trust Co
INCREASED7,2257,179+46+1%$2.5M$2.5M-$74.7K2026-11-02
Heritage Family Offices, LLP
INCREASED7,2057,143+62+1%$2.5M$2.5M-$68.8K2026-11-02
Wright Wealth LLC
INCREASED7,2007,197+3+0%$2.5M$2.5M-$89.6K2026-10-29
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED7,1977,218-210%$2.6M$2.5M-$98.0K2026-10-16
SLT Holdings LLC
DECREASED7,1817,641-460-6%$2.7M$2.4M-$252.9K2026-10-15
Probity Advisors, Inc.
DECREASED7,1787,280-102-1%$2.6M$2.4M-$126.4K2026-10-23
Ariadne Wealth Management, LP
INCREASED7,1767,146+30+0%$2.5M$2.4M-$79.7K2026-11-06
Box Hill Private Wealth LLC
INCREASED7,1687,129+39+1%$2.5M$2.4M-$76.4K2026-10-05
Quad-Cities Investment Group, LLC
INCREASED7,1527,129+23+0%$2.5M$2.4M-$81.7K2026-10-16
Washington Trust Bank
DECREASED7,1487,799-651-8%$2.8M$2.4M-$320.0K2026-11-03
Corps Capital Advisors, LLC
UNCHANGED7,1437,14300%$2.5M$2.4M-$89.9K2026-11-05
Jeter Robert S II
INCREASED7,1242,560+4,564+178%$909.0K$2.5M+$1.6M2026-10-16
Berman McAleer LLC
DECREASED7,1237,132-90%$2.5M$2.4M-$92.8K2026-10-16
Maltin Wealth Management, Inc.
DECREASED7,1158,015-900-11%$2.8M$2.4M-$407.3K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED7,1075,769+1,338+23%$2.0M$2.4M+$383.0K2026-10-29
GKV Capital Management Co., Inc.
DECREASED7,0967,146-50-1%$2.5M$2.4M-$107.0K2026-11-06
Unique Wealth Strategies, LLC
UNCHANGED7,0667,06600%$2.5M$2.5M$02026-10-13
Ameliora Wealth Management Ltd.
INCREASED7,0466,896+150+2%$2.4M$2.4M-$35.7K2026-10-23
Sloy Dahl & Holst, LLC
DECREASED7,0457,185-140-2%$2.5M$2.4M-$138.1K2026-10-14
Yankcom Partnership
INCREASED7,0416,204+837+13%$2.2M$2.4M+$207.1K2026-10-15
Founders Grove Wealth Partners, LLC
DECREASED7,0357,356-321-4%$2.6M$2.4M-$202.0K2026-10-16
Meadow Creek Wealth Advisors LLC
INCREASED7,0326,600+432+7%$2.3M$2.4M+$64.1K2026-11-02
First Business Financial Services, Inc.
INCREASED7,0307,019+11+0%$2.5M$2.4M-$84.6K2026-10-29
Polaris Financial Partners
NEW7,023—+7,023——$2.4K—2026-10-02
Redhawk Wealth Advisors, Inc.
INCREASED7,0026,837+165+2%$2.4M$2.4M-$29.9K2026-10-14
Ascent Wealth Partners, LLC
UNCHANGED6,9996,99900%$2.5M$2.4M-$88.1K2026-10-23
Cutler Investment Counsel LLC
DECREASED6,9857,457-472-6%$2.6M$2.4M-$254.7K2026-10-28
Maia Wealth LLC
DECREASED6,9837,376-393-5%$2.6M$2.4M-$226.7K2026-10-19
Aurora Private Wealth, Inc.
INCREASED6,9756,636+339+5%$2.3M$2.4M+$32.0K2026-10-20
Womack Financial LLC
DECREASED6,9207,030-110-2%$2.5M$2.4M-$126.0K2026-10-14
Pacific Asset Management, LLC
INCREASED6,9106,881+29+0%$2.4M$2.4M-$76.6K2026-10-15
Green Ridge Wealth Planning LLC
DECREASED6,9036,999-96-1%$2.5M$2.4M-$120.8K2026-10-08
CJM Wealth Advisers, Ltd.
INCREASED6,9006,733+167+2%$2.4M$2.4M-$27.8K2026-10-27
Ddfg, Inc
UNCHANGED6,8716,87100%$2.4M$2.3M-$86.5K2026-10-15
Catalyst Private Wealth, LLC
INCREASED6,8705,272+1,598+30%$1.9M$2.3M+$478.3K2026-10-13
World Equity Group, Inc.
DECREASED6,85911,805-4,946-42%$4.2M$2.3M-$1.8M2026-10-14
Hudock, Inc.
INCREASED6,8496,621+228+3%$2.3M$2.3M-$5.6K2026-10-14
Clearview Wealth Management LLC
DECREASED6,8477,182-335-5%$2.5M$2.4M-$144.6K2026-10-16
Lazari Capital Management, Inc.
INCREASED6,8456,755+90+1%$2.4M$2.3M-$54.4K2026-10-20
Security National Bank
INCREASED6,8416,661+180+3%$2.4M$2.3M-$22.5K2026-10-26
Flagship Capital Management Inc.
DECREASED6,8407,340-500-7%$2.6M$2.3M-$262.8K2026-10-20
BostonPremier Wealth LLC
DECREASED6,8398,416-1,577-19%$3.0M$2.3M-$643.3K2026-10-16
Tradewinds Capital Management, LLC
INCREASED6,8066,805+1+0%$2.4M$2.3M-$85.6K2026-10-23
Pacific Capital Partners Ltd
UNCHANGED6,8056,80500%$2.4M$2.3M-$85.7K2026-10-28
Members Wealth LLC
INCREASED6,7986,764+34+1%$2.4M$2.4M-$28.6K2026-10-20
Signature Resources Capital Management, LLC
INCREASED6,7876,729+58+1%$2.4M$2.3M-$64.8K2026-10-16
Lantz Financial LLC
INCREASED6,7796,754+25+0%$2.4M$2.3M-$76.5K2026-10-15
Diligent Investors, LLC
DECREASED6,7666,973-207-3%$2.5M$2.3M-$158.4K2026-10-21
MFG Wealth Management, Inc.
INCREASED6,7613,508+3,253+93%$1.2M$2.3M+$1.1M2026-10-09
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED6,7467,571-825-11%$2.7M$2.3M-$376.5K2026-10-14
United Community Bank
DECREASED6,7456,753-80%$2.4M$2.3M-$87.7K2026-10-28
First Pacific Financial
INCREASED6,7346,615+119+2%$2.3M$2.3M-$42.9K2026-10-14
Atticus Wealth Management, LLC
INCREASED6,7126,114+598+10%$2.2M$2.3M+$126.6K2026-10-20
Financial Council, LLC
INCREASED6,7126,711+1+0%$2.4M$2.3M-$84.2K2026-11-02
Sage Capital Management, LLC
INCREASED6,7036,558+145+2%$2.3M$2.3M-$32.3K2026-10-20
Kavar Capital Partners Group, LLC
INCREASED6,7016,306+395+6%$2.2M$2.3M+$55.2K2026-11-06
RKL Wealth Management LLC
DECREASED6,6926,958-266-4%$2.5M$2.3M-$178.3K2026-10-16
Essential Investment Partners LLC
INCREASED6,6834,882+1,801+37%$1.7M$2.3M+$552.2K2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
DECREASED6,6726,872-200-3%$2.4M$2.3M-$154.7K2026-10-28
Arnhold LLC
UNCHANGED6,6706,67000%$2.4M$2.3M-$84.0K2026-10-26
Jm2 Capital Inc.
INCREASED6,6376,581+56+1%$2.3M$2.3M-$63.6K2026-10-14
Patrick Mauro Investment Advisor, Inc.
DECREASED6,6297,144-515-7%$2.5M$2.3M-$265.4K2026-11-06
apricus wealth, LLC
DECREASED6,6166,644-280%$2.3M$2.3M-$93.2K2026-10-26
Herold Advisors, Inc.
DECREASED6,5866,906-320-5%$2.4M$2.2M-$196.9K2026-10-19
Sound Income Strategies, LLC
DECREASED6,58229,320-22,738-78%$10.4M$2.3M-$8.1M2026-10-09
Clarus Group, Inc.
INCREASED6,5546,523+31+0%$2.3M$2.2M-$71.7K2026-10-21
Fortitude Family Office, LLC
INCREASED6,5286,493+35+1%$2.3M$2.2M-$69.8K2026-10-14
Indiana Trust & Investment Management Co
DECREASED6,5286,553-250%$2.3M$2.2M-$91.0K2026-10-22
GW Henssler & Associates LTD
DECREASED6,5216,704-183-3%$2.4M$2.2M-$146.7K2026-10-26
Little House Capital LLC
INCREASED6,5176,475+42+1%$2.3M$2.2M-$67.2K2026-11-06
Financial & Tax Architects, LLC
DECREASED6,5107,354-844-11%$2.6M$2.2M-$380.2K2026-10-15
DSG Capital Advisors, LLC
DECREASED6,5096,629-120-2%$2.4M$2.2M-$150.9K2026-11-05
Signature Wealth Management Partners, LLC
INCREASED6,5016,401+100+2%$2.3M$2.2M-$46.5K2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED6,4855,904+581+10%$2.1M$2.2M+$123.5K2026-10-21
Balentine LLC
DECREASED6,47711,476-4,999-44%$4.1M$2.2M-$1.8M2026-11-03
Tenet Wealth Partners, LLC
DECREASED6,4776,541-64-1%$2.1M$2.2M+$70.9K2026-10-19
Tilia Fiduciary Partners, Inc.
DECREASED6,4766,647-171-3%$2.3M$2.2M-$142.1K2026-10-09
Sierra Summit Advisors LLC
INCREASED6,4386,388+50+1%$2.3M$2.2M-$63.4K2026-10-28
Sun Group Wealth Partners
DECREASED6,4386,457-190%$2.3M$2.2M-$87.8K2026-10-26
LifeGoal Investments, LLC
INCREASED6,4346,270+164+3%$2.2M$2.2M-$23.1K2026-10-09
Legacy Wealth Management, LLC / MS
DECREASED6,42512,180-5,755-47%$4.3M$2.2M-$2.1M2026-10-30
Beacon Capital Management, LLC
DECREASED6,4066,513-107-2%$2.3M$2.2M-$118.5K2026-10-23
Pine Haven Investment Counsel, Inc
DECREASED6,4046,434-300%$2.3M$2.2M-$91.2K2026-11-02
Consilium Wealth Advisory, LLC
INCREASED6,4036,243+160+3%$2.2M$2.2M-$23.9K2026-10-14
KPP Advisory Services LLC
DECREASED6,4007,943-1,543-19%$2.8M$2.2M-$625.6K2026-10-26
Exchange Bank
UNCHANGED6,3966,39600%$2.3M$2.2M-$80.5K2026-10-07
Stonebridge Financial Planning Group, LLC
INCREASED6,3936,377+16+0%$2.3M$2.2M-$74.8K2026-11-06
J. Derek Lewis & Associates Inc.
INCREASED6,3925,827+565+10%$2.1M$2.2M+$119.0K2026-11-03
MMA Asset Management LLC
DECREASED6,3676,464-97-1%$2.3M$2.2M-$114.4K2026-11-02
Argonautica Private Wealth Management, Inc
UNCHANGED6,3636,36300%$2.2M$2.2M-$80.1K2026-11-02
MTM Investment Management, LLC
INCREASED6,3566,141+215+4%$2.2M$2.2M-$4.2K2026-10-30
Scissortail Wealth Management, LLC
INCREASED6,3535,643+710+13%$2.0M$2.2M+$170.9K2026-11-03
Investment Management Trust, LLC
INCREASED6,3526,334+18+0%$2.2M$2.2M-$73.6K2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED6,3516,047+304+5%$2.1M$2.2M+$27.5K2026-10-28
Absher Wealth Management, LLC
DECREASED6,3446,434-90-1%$2.3M$2.2M-$111.7K2026-11-02
Global Financial Private Client, LLC
DECREASED6,3276,369-42-1%$2.3M$2.2M-$94.5K2026-10-15
Abound Wealth Management
INCREASED6,3185,562+756+14%$2.0M$2.2M+$187.7K2026-10-26
Ledgewood Wealth Advisors, LLC
UNCHANGED6,3176,31700%$2.2M$2.2M-$79.5K2026-10-09
Rasp Wealth Solutions, LLC
INCREASED6,3094,822+1,487+31%$1.7M$2.1M+$445.8K2026-11-06
Private Management Group Inc
INCREASED6,3036,215+88+1%$2.2M$2.1M-$48.1K2026-11-04
Frederick Financial Consultants, LLC
INCREASED6,2985,258+1,040+20%$1.9M$2.1M+$288.1K2026-10-29
AMG Asset Management Group, Inc.
DECREASED6,2977,310-1,013-14%$2.6M$2.1M-$437.2K2026-10-21
Vicus Capital
DECREASED6,2896,780-491-7%$2.4M$2.1M-$252.9K2026-11-05
Xcel Wealth Management, LLC
UNCHANGED6,2826,28200%$2.2M$2.1M-$79.1K2026-10-26
Evermay Wealth Management LLC
DECREASED6,2766,340-64-1%$2.2M$2.1M-$101.6K2026-11-05
Blue Bell Private Wealth Management, LLC
INCREASED6,2726,028+244+4%$2.1M$2.1M+$7.3K2026-10-29
Eddie Patel Inc
DECREASED6,2657,596-1,331-18%$2.7M$2.1M-$549.2K2026-11-02
Credit Capital Investments LLC
UNCHANGED6,2506,25000%$2.2M$2.1M-$78.7K2026-10-22
Veery Capital, LLC
DECREASED6,2486,330-82-1%$2.2M$2.1M-$107.6K2026-10-07
GK Wealth Management LLC
DECREASED6,2436,759-516-8%$2.4M$2.1M-$261.3K2026-10-09
Fulcrum Capital LLC
INCREASED6,2362,326+3,910+168%$821.9K$2.1M+$1.3M2026-10-15
Winebrenner Capital Management LLC
UNCHANGED6,2366,23600%$2.2M$2.1M-$78.5K2026-10-07
Stockman Wealth Management, Inc.
DECREASED6,2336,246-130%$2.2M$2.1M-$83.1K2026-10-27
Leibman Financial Services, Inc.
DECREASED6,22712,662-6,435-51%$4.5M$2.1M-$2.4M2026-10-13
Vested Financial Planning, LLC
NEW6,224—+6,224——$2.1M—2026-10-28
Spectrum Wealth Advisory Group, LLC
INCREASED6,2206,141+79+1%$2.2M$2.1M-$50.2K2026-10-29
Convergence Financial, LLC
DECREASED6,2066,820-614-9%$2.4M$2.1M-$295.1K2026-10-27
Strategic Advisors LLC
DECREASED6,2016,238-37-1%$2.2M$2.1M-$91.0K2026-10-13
Reston Wealth Management LLC
DECREASED6,1936,202-90%$2.2M$2.1M-$81.4K2026-10-29
Brown Wealth Management, LLC
DECREASED6,1846,228-44-1%$2.2M$2.1M-$93.4K2026-10-20
Great Point Wealth Advisors, LLC
DECREASED6,1836,248-65-1%$2.2M$2.1M-$100.8K2026-10-15
SBK Financial, Inc.
UNCHANGED6,1786,17800%$2.2M$2.1M-$77.8K2026-11-02
Shepherd Street Advisors LLC
INCREASED6,1716,143+28+0%$2.3M$2.1M-$127.6K2026-10-21
Aspen Investment Management Inc
DECREASED6,1696,193-240%$2.2M$2.1M-$86.0K2026-11-05
Constitution Capital LLC
INCREASED6,1605,660+500+9%$2.0M$2.1M+$99.1K2026-10-23
SYM Financial Corp
INCREASED6,1555,481+674+12%$1.9M$2.1M+$160.7K2026-10-26
Financial Security Advisor, Inc.
DECREASED6,1506,812-662-10%$2.4M$2.1M-$311.5K2026-11-03
West Bancorporation Inc
INCREASED6,1475,629+518+9%$2.0M$2.1M+$105.6K2026-10-29
Correct Capital Wealth Management
DECREASED6,1456,672-527-8%$2.4M$2.1M-$263.5K2026-11-02
Phillips Financial Management, LLC
DECREASED6,1436,151-80%$2.2M$2.1M-$80.2K2026-10-19
American State Bank (Iowa)
INCREASED6,1355,968+167+3%$2.1M$2.1M-$18.2K2026-11-03
New Covenant Trust Company, N.A.
INCREASED6,1035,297+806+15%$1.9M$2.1M+$207.9K2026-10-08
Three Magnolias Financial Advisors, LLC
DECREASED6,1016,801-700-10%$2.4M$2.1M-$324.1K2026-10-14
Solitude Financial Services
INCREASED6,0895,914+175+3%$2.1M$2.1M-$14.8K2026-10-26
One Way Holdings LLC
INCREASED6,0764,801+1,275+27%$1.7M$2.1M+$374.0K2026-10-29
E&G Advisors, LLC
UNCHANGED6,0766,07600%$2.1M$2.1M-$76.5K2026-10-13
Portfolio Strategies, Inc.
DECREASED6,0656,151-86-1%$2.2M$2.1M-$106.7K2026-11-06
Morling Financial Advisors, LLC
DECREASED6,0566,930-874-13%$2.4M$2.1M-$385.1K2026-10-28
Mitchell & Pahl Private Wealth, LLC
INCREASED6,0465,820+226+4%$2.1M$2.1M+$3.7K2026-10-14
Acropolis Investment Management, LLC
INCREASED6,0185,744+274+5%$2.0M$2.1M+$20.9K2026-10-08
Cravens & Co Advisors, LLC
INCREASED6,0175,747+270+5%$2.0M$2.1M+$19.6K2026-10-16
TFB Advisors LLC
DECREASED6,0126,077-65-1%$2.1M$2.0M-$98.7K2026-11-02
Beacon Bank & Trust
UNCHANGED6,0006,00000%$2.1M$2.0M-$75.5K2026-10-27
Dodds Wealth, LLC
UNCHANGED5,9825,98200%$2.1M$2.0M-$75.3K2026-11-02
Global Assets Advisory, LLC
INCREASED5,9775,973+4+0%$2.1M$2.1M-$74.0K2026-10-28
Arista Wealth Management, LLC
INCREASED5,9755,477+498+9%$1.9M$2.0M+$100.9K2026-10-29
Towerpoint Wealth, LLC
DECREASED5,9736,035-62-1%$2.1M$2.0M-$97.0K2026-10-13
Sonata Capital Group Inc
UNCHANGED5,9625,96200%$2.1M$2.0M-$75.0K2026-10-19
Mlp3, LLC
INCREASED5,9585,877+81+1%$2.1M$2.0M-$46.2K2026-10-22
Cora Capital Advisors LLC
DECREASED5,9336,025-92-2%$2.1M$2.0M-$107.1K2026-11-02
Alchemi Wealth, LLC
INCREASED5,9255,896+29+0%$2.1M$2.0M-$64.5K2026-11-04
Red Spruce Capital, LLC
UNCHANGED5,9245,92400%$2.1M$2.0M-$74.6K2026-10-07
Kraft, Davis & Associates, LLC
INCREASED5,9115,763+148+3%$2.0M$2.0M-$30.6K2026-10-21
Aletheian Wealth Advisors LLC
INCREASED5,9085,338+570+11%$1.9M$2.0M+$127.0K2026-10-08
Terril Brothers, Inc.
UNCHANGED5,9075,90700%$2.1M$2.0M-$74.4K2026-11-06
Tactive Advisors, LLC
DECREASED5,8956,132-237-4%$2.2M$2.0M-$157.8K2026-10-08
Austin Wealth Management, LLC
INCREASED5,8935,728+165+3%$2.0M$2.0M+$49.7K2026-11-06
Westwood Wealth Management
UNCHANGED5,8895,88900%$2.1M$2.0M-$74.1K2026-10-29
Mainsail Asset Management, LLC
DECREASED5,8796,067-188-3%$2.1M$2.0M-$74.2K2026-10-14
Unique Wealth, LLC
INCREASED5,8614,967+894+18%$1.8M$2.0M+$242.1K2026-10-16
Finer Wealth Management, Inc.
UNCHANGED5,8605,86000%$2.1M$2.0M-$73.6K2026-10-16
MPS Loria Financial Planners, LLC
INCREASED5,8585,855+3+0%$2.1M$2.0M-$72.8K2026-10-14
OceanIQ Capital, LLC
INCREASED5,8535,311+542+10%$1.8M$2.0M+$224.1K2026-10-19
Matisse Capital
UNCHANGED5,8405,84000%$2.1M$2.0M-$73.5K2026-10-29
Sitrin Capital Management LLC
UNCHANGED5,8365,83600%$2.1M$2.0M-$73.5K2026-10-19
Arsenal Capital Advisors LLC
INCREASED5,8205,724+96+2%$2.0M$2.0M-$39.4K2026-11-02
Etesian Wealth Advisors, Inc.
UNCHANGED5,7925,79200%$2.0M$2.0M-$72.9K2026-10-27
Family Capital Trust Co
UNCHANGED5,7655,76500%$2.0M$2.0M-$72.6K2026-10-22
Flagship Wealth Advisors, LLC
INCREASED5,7475,547+200+4%$2.0M$2.0M-$1.7K2026-11-03
Granite FO LLC
UNCHANGED5,7355,73500%$2.0M$2.0M-$72.2K2026-10-14
James T. Borello RIA
INCREASED5,7324,629+1,103+24%$1.6M$2.0M+$317.7K2026-10-16
Willow Creek Capital Management, Inc.
UNCHANGED5,7315,73100%$2.0M$2.0M$02026-10-16
Dala Group, LLC
INCREASED5,7275,521+206+4%$2.0M$2.0M+$5012026-10-29
Townsend Asset Management Corp
INCREASED5,7045,452+252+5%$1.9M$1.9M+$17.3K2026-10-29
Sageworth Trust Co of South Dakota
DECREASED5,6996,055-356-6%$2.1M$1.9M-$197.5K2026-10-30
First Financial Bank - Trust Division
DECREASED5,6886,088-400-7%$2.2M$1.9M-$212.9K2026-10-01
Equita Financial Network, Inc.
INCREASED5,6531,472+4,181+284%$519.9K$1.9M+$1.4M2026-10-19
Pacific Wealth Strategies Group, Inc.
DECREASED5,6385,645-70%$2.0M$1.9M-$73.5K2026-11-02
Astra Wealth Partners LLC
DECREASED5,6355,664-29-1%$2.0M$1.9M-$81.2K2026-11-06
SilverOak Wealth Management LLC
INCREASED5,6195,588+31+1%$2.0M$1.9M-$59.8K2026-10-29
Fragasso Financial Advisors Inc
DECREASED5,6135,970-357-6%$2.1M$2.0M-$156.8K2026-10-13
Bourgeon Capital Management LLC
INCREASED5,6105,299+311+6%$1.9M$1.9M+$39.4K2026-10-19
McLean Asset Management Corp
DECREASED5,6085,844-236-4%$2.1M$1.6M-$504.1K2026-11-06
Torray Investment Partners LLC
DECREASED5,5996,019-420-7%$2.1M$1.9M-$218.9K2026-10-30
DB&C Advisors, LLC
DECREASED5,5985,635-37-1%$2.0M$1.9M-$83.6K2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED5,5845,556+28+1%$2.0M$1.9M-$60.6K2026-10-28
Gold Investment Management Ltd.
DECREASED5,5615,564-30%$2.0M$1.9M-$71.1K2026-10-19
Gill Capital Partners, LLC
INCREASED5,5525,068+484+10%$1.8M$1.9M+$101.1K2026-10-13
Capital Investment Counsel, LLC
DECREASED5,5395,916-377-6%$2.1M$1.9M-$202.9K2026-10-14
MSH Capital Advisors LLC
INCREASED5,5274,532+995+22%$1.6M$1.9M+$276.3K2026-11-03
Central Valley Advisors, LLC
DECREASED5,5056,505-1,000-15%$2.3M$1.9M-$422.4K2026-10-27
Asset Planning,Inc
INCREASED5,5005,497+3+0%$1.9M$1.9M-$68.3K2026-10-26
Obsidian CIO, LLC
INCREASED5,4995,498+1+0%$1.9M$1.9M-$68.7K2026-11-05
First Bancorp, Inc
DECREASED5,4815,517-36-1%$1.9M$1.9M-$81.7K2026-10-26
Fairvoy Private Wealth, LLC
INCREASED5,4805,314+166+3%$1.9M$1.9M-$10.3K2026-10-19
First Interstate Bank
DECREASED5,4585,539-81-1%$2.0M$1.9M-$97.3K2026-10-23
Vaughan David Investments LLC
INCREASED5,4575,106+351+7%$1.8M$1.9M+$55.0K2026-11-05
Cane Capital Partners, LLC
INCREASED5,4445,359+85+2%$1.9M$1.9M-$38.5K2026-10-23
M&G Plc
DECREASED5,4316,717-1,286-19%$2.4M$1.9M-$519.1K2026-11-04
Tompkins Financial Corp
DECREASED5,4285,463-35-1%$1.9M$1.8M-$80.7K2026-10-05
Independent Wealth Network Inc.
INCREASED5,4245,041+383+8%$1.8M$1.8M+$67.1K2026-10-19
Waterfront Wealth Inc.
DECREASED5,4235,432-90%$1.9M$1.8M-$111.5K2026-11-03
Toth Financial Advisory Corp
INCREASED5,4225,272+150+3%$1.9M$1.8M-$15.5K2026-10-08
Haven Private, LLC
DECREASED5,4185,510-92-2%$1.9M$1.8M-$100.7K2026-10-27
Searle & Co.
DECREASED5,4035,703-300-5%$2.0M$1.8M-$174.0K2026-11-04
Silverlake Wealth Management LLC
INCREASED5,4025,072+330+7%$1.8M$1.8M+$48.7K2026-10-21
Warner Financial, Inc
INCREASED5,3905,389+1+0%$1.9M$1.8M-$67.8K2026-11-06
Marion Wealth Management
INCREASED5,3845,383+1+0%$1.9M$1.8M-$67.6K2026-10-22
Bangor Savings Bank
DECREASED5,37520,059-14,684-73%$7.1M$1.8M-$5.3M2026-10-06
Archvest Wealth Advisors, Inc.
INCREASED5,3554,799+556+12%$1.7M$1.8M+$129.2K2026-10-29
Defined Wealth Management, LLC
INCREASED5,3555,335+20+0%$1.9M$1.8M-$60.4K2026-10-19
Able Financial Group, LLC
INCREASED5,3404,592+748+16%$1.6M$1.8M+$197.3K2026-10-14
Cerro Pacific Wealth Advisors LLC
INCREASED5,3395,300+39+1%$1.9M$1.8M-$53.6K2026-10-22
BankPlus Wealth Management LLC
INCREASED5,3335,271+62+1%$1.9M$1.8M-$45.1K2026-10-13
Peddock Capital Advisors, LLC
DECREASED5,3175,591-274-5%$2.0M$1.8M-$163.7K2026-10-16
Cathy Pareto & Associates, Inc
INCREASED5,3155,298+17+0%$1.9M$1.8M-$61.3K2026-10-15
One Wealth Capital Management, LLC
DECREASED5,31317,262-11,949-69%$6.1M$1.8M-$4.3M2026-10-23
Corundum Trust Company, Inc
DECREASED5,2965,313-170%$1.9M$1.8M-$72.7K2026-10-29
EdgeRock Capital LLC
INCREASED5,2884,613+675+15%$1.6M$1.8M+$171.9K2026-11-03
RMR Capital Management, LLC
UNCHANGED5,2805,28000%$1.9M$1.8M-$66.5K2026-10-23
Argyle Capital Partners, LLC
INCREASED5,2694,482+787+18%$1.6M$1.8M+$211.9K2026-10-23
Cherrydale Wealth Management, LLC
INCREASED5,2645,262+2+0%$1.9M$1.8M-$65.5K2026-10-20
ICW Investment Advisors LLC
DECREASED5,2566,078-822-14%$2.1M$1.8M-$356.3K2026-10-27
Southern Michigan Bank & Trust
DECREASED5,2565,483-227-4%$1.9M$1.8M-$146.4K2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED5,2535,221+32+1%$1.8M$1.8M-$55.0K2026-11-02
Oak Barrel Wealth Advisory LLC
DECREASED5,2375,256-190%$1.9M$1.8M-$72.6K2026-11-05
Armstrong Advisory Group, Inc
INCREASED5,2295,210+19+0%$1.8M$1.8M-$59.3K2026-10-09
North Berkeley Wealth Management, LLC
DECREASED5,2125,365-153-3%$1.9M$1.8M-$119.7K2026-11-02
Planned Solutions, Inc.
INCREASED5,2095,083+126+2%$1.8M$1.8M-$21.4K2026-10-19
Charter Capital Management, Llc\de
DECREASED5,1995,296-97-2%$1.9M$1.8M-$99.8K2026-10-28
OmniStar Financial Group, Inc.
INCREASED5,1914,630+561+12%$1.6M$1.8M+$132.7K2026-10-26
David J Yvars Group
INCREASED5,1884,661+527+11%$1.6M$1.8M+$121.0K2026-10-09
Madrona Financial Services, LLC
INCREASED5,1885,187+1+0%$1.8M$1.8M-$64.9K2026-10-23
CDM Financial Counseling Services, Inc.
INCREASED5,1875,102+85+2%$1.8M$1.8M-$35.2K2026-10-15
Centerpoint Advisory Group
DECREASED5,1615,206-45-1%$1.8M$1.8M-$80.9K2026-10-23
Cahaba Wealth Management, Inc.
INCREASED5,1584,928+230+5%$1.7M$1.8M+$16.3K2026-10-26
Stevens Capital Partners
INCREASED5,1194,628+491+11%$1.6M$1.7M+$109.2K2026-10-29
Compass Capital Management, Inc
DECREASED5,1115,188-77-1%$1.8M$1.7M-$91.6K2026-11-06
Stirlingshire Investments, Inc.
INCREASED5,0993,585+1,514+42%$1.3M$1.7M+$470.7K2026-11-05
Clearwave Capital, LLC
INCREASED5,0845,080+4+0%$1.8M$1.7M-$62.8K2026-10-27
Crescent Grove Advisors, LLC
DECREASED5,0696,977-1,908-27%$2.5M$1.7M-$737.9K2026-10-21
Hutchens & Kramer Investment Management Group, LLC
INCREASED5,0674,879+188+4%$1.7M$1.7M+$2.6K2026-10-16
Hartline Investment Corp/
DECREASED5,0607,177-2,117-29%$2.5M$1.7M-$811.7K2026-10-29
Syverson Strege & Co
DECREASED5,0565,473-417-8%$1.9M$1.7M-$211.0K2026-11-02
Armstrong, Fleming & Moore, Inc
UNCHANGED5,0565,05600%$1.8M$1.7M-$63.7K2026-10-28
TCV Trust & Wealth Management, Inc.
INCREASED5,0544,963+91+2%$1.8M$1.7M-$31.5K2026-10-16
Trueblood Wealth Management, LLC
INCREASED5,0464,605+441+10%$1.6M$1.7M+$92.5K2026-10-23
Balance Wealth Partners LLC
DECREASED5,0426,550-1,508-23%$2.3M$1.7M-$596.3K2026-10-27
Seek First Inc.
UNCHANGED5,0325,03200%$1.8M$1.7M-$63.3K2026-10-27
Motive Wealth Advisors
INCREASED5,0264,826+200+4%$1.7M$1.7M+$7.4K2026-10-26
Guidance Capital, Inc
DECREASED5,0025,162-160-3%$1.8M$1.4M-$435.6K2026-11-03
Anchor Capital Advisors LLC
UNCHANGED5,0005,00000%$1.8M$1.7M-$63.0K2026-11-05
Register Financial Advisors LLC
INCREASED4,9984,985+13+0%$1.8M$1.7M-$58.6K2026-10-23
Legacies Wealth LLC
INCREASED4,9954,593+402+9%$1.6M$1.7M+$79.2K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED4,9954,924+71+1%$1.7M$1.7M-$37.7K2026-10-20
Prairie Advisory, LLC
INCREASED4,9902,507+2,483+99%$885.7K$1.7M+$814.7K2026-10-19
First County Bank
INCREASED4,9873,937+1,050+27%$1.4M$1.7M+$308.2K2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED4,9875,115-128-2%$1.8M$1.7M-$108.0K2026-11-02
Community Bank of Raymore
UNCHANGED4,9864,98600%$1.8M$1.7M-$62.8K2026-10-23
McElhenny Sheffield Capital Management, LLC
INCREASED4,9834,664+319+7%$1.6M$1.7M+$50.0K2026-11-06
Power Wealth Management LLC
INCREASED4,9744,914+60+1%$1.7M$1.7M-$41.4K2026-10-27
Rudd Co d/b/a Styre Wealth
NEW4,972—+4,972——$1.7M—2026-10-29
Pacific Center for Financial Services
UNCHANGED4,9724,97200%$1.8M$1.7M-$62.6K2026-10-15
Eagle Wealth Strategies LLC
INCREASED4,9624,668+294+6%$1.6M$1.7M+$41.6K2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED4,9604,844+116+2%$1.7M$1.7M-$21.4K2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED4,9604,999-39-1%$1.8M$1.7M-$76.1K2026-10-13
Firestone Capital Management
INCREASED4,9444,942+2+0%$1.7M$1.7M-$61.7K2026-11-03
Index Fund Advisors, Inc.
DECREASED4,9435,163-220-4%$1.8M$1.7M-$139.9K2026-11-05
Rational Advisors, Inc.
INCREASED4,9134,473+440+10%$1.6M$1.7M+$93.6K2026-11-02
Braeburn Wealth Management LLC
INCREASED4,9104,889+21+0%$1.7M$1.7M-$54.3K2026-10-15
Collaborative Capital Advisors LLC
DECREASED4,8975,016-119-2%$1.8M$1.7M-$103.9K2026-11-06
Shah Wealth Advisors, LLC
INCREASED4,888777+4,111+529%$274.7K$1.7M+$1.4M2026-11-06
Insight 2811, Inc.
INCREASED4,8884,837+51+1%$1.7M$1.7M-$43.5K2026-11-06
Crew Capital Management, Ltd
INCREASED4,8874,317+570+13%$1.5M$1.7M+$139.9K2026-10-28
Leo Wealth, LLC
NEW4,878—+4,878——$1.7M—2026-10-26
Aries Wealth Management
UNCHANGED4,8774,87700%$1.7M$1.7M-$61.4K2026-10-23
Midland Wealth Advisors, LLC
DECREASED4,8615,780-919-16%$2.0M$1.7M-$385.9K2026-10-26
Lee Financial Co
UNCHANGED4,8584,85800%$1.7M$1.7M-$61.2K2026-10-16
Helium Advisors LLC
DECREASED4,8546,179-1,325-21%$2.2M$1.7M-$529.2K2026-10-23
Walled Lake Planning & Wealth Management, LLC
INCREASED4,8234,059+764+19%$1.4M$1.6M+$209.3K2026-10-29
Key Client Fiduciary Advisors, LLC
INCREASED4,8214,202+619+15%$1.5M$1.6M+$158.0K2026-10-19
Martin Capital Advisors, LLP
DECREASED4,8204,835-150%$1.7M$1.6M-$66.0K2026-10-15
Alpha Zero LLC
INCREASED4,8113,597+1,214+34%$1.3M$1.6M+$366.6K2026-11-06
Outfitters Financial LLC
DECREASED4,8104,890-80-2%$1.7M$1.6M-$88.8K2026-10-23
Collaborative Fund Advisors, LLC
INCREASED4,8051,859+2,946+158%$656.8K$1.6M+$980.4K2026-11-02
Hoxton Planning & Management, LLC
DECREASED4,8024,869-67-1%$1.7M$1.6M-$84.1K2026-10-15
IFG Advisors, LLC
UNCHANGED4,8024,80200%$1.7M$1.6M-$60.4K2026-10-15
Kearns & Associates LLC
UNCHANGED4,8004,80000%$1.7M$1.6M-$60.4K2026-10-09
Halbert Hargrove Global Advisors, LLC
INCREASED4,7864,676+110+2%$1.7M$1.6M-$21.2K2026-10-16
Blue Jean Financial LLC
INCREASED4,7834,592+191+4%$1.6M$1.6M+$7.3K2026-10-20
Washburn Capital Management, Inc.
INCREASED4,7794,670+109+2%$1.7M$1.6M-$21.7K2026-10-19
Fermata Advisors, LLC
DECREASED4,7724,989-217-4%$1.8M$1.6M-$136.7K2026-10-13
Instrumental Wealth, LLC
INCREASED4,7654,543+222+5%$1.6M$1.6M+$18.5K2026-10-20
Cordoba Advisory Partners LLC
INCREASED4,7604,651+109+2%$1.6M$1.6M-$21.6K2026-10-19
Able Wealth Management LLC
INCREASED4,7584,200+558+13%$1.5M$1.6M+$152.1K2026-10-13
Eads & Heald Wealth Management
DECREASED4,7574,813-56-1%$1.7M$1.6M-$79.7K2026-10-29
Merrithew & Thorsten Inc
DECREASED4,7484,883-135-3%$1.7M$1.6M-$107.1K2026-11-06
Brady Family Wealth, LLC
UNCHANGED4,7424,74200%$1.7M$1.6M-$59.7K2026-11-02
Tandem Investment Partners LLC
DECREASED4,7354,855-120-2%$1.7M$1.6M-$102.0K2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED4,7354,650+85+2%$1.6M$1.6M-$29.5K2026-10-16
Marest Capital, LLC
INCREASED4,7354,673+62+1%$1.7M$1.6M-$36.4K2026-10-23
TFC Financial Management, Inc.
INCREASED4,7294,564+165+4%$1.6M$1.6M-$1.2K2026-10-26
Firethorn Wealth Partners, LLC
DECREASED4,7234,785-62-1%$1.7M$1.6M-$81.4K2026-10-14
Compass Financial Group, Inc
INCREASED4,7203,920+800+20%$1.4M$1.6M+$223.1K2026-10-13
Voisard Asset Management Group, Inc.
INCREASED4,7124,324+388+9%$1.5M$1.6M+$77.8K2026-10-13
Three Arch Wealth Management LLC
INCREASED4,7111,376+3,335+242%$486.2K$1.6M+$1.1M2026-10-20
Financial Management Professionals, Inc.
DECREASED4,7064,714-80%$1.7M$1.6M-$62.1K2026-10-23
Coerente Capital Management
DECREASED4,6965,211-515-10%$1.8M$1.6M-$241.1K2026-10-29
Philip James Wealth Mangement, LLC
INCREASED4,6921,766+2,926+166%$624.0K$1.6M+$974.8K2026-10-27
Commons Capital, LLC
DECREASED4,6864,717-31-1%$1.7M$1.6M-$69.9K2026-11-05
Nolet Wealth Management, LLC
INCREASED4,6844,575+109+2%$1.6M$1.6M-$20.5K2026-10-15
Willis Johnson Wealth, Inc.
INCREASED4,6714,425+246+6%$1.6M$1.6M+$28.1K2026-11-03
Groesbeck Investment Management Corp
DECREASED4,6704,740-70-1%$1.7M$1.6M-$84.0K2026-10-26
Spring Capital Management, LLC
UNCHANGED4,6704,67000%$1.7M$1.6M-$58.8K2026-10-09
Godsey & Gibb, Inc
DECREASED4,6694,682-130%$1.7M$1.6M-$63.4K2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED4,6564,65600%$1.6M$1.6M$02026-11-03
Avantra Family Wealth, Inc.
DECREASED4,6464,777-131-3%$1.7M$1.6M-$104.9K2026-10-20
Evergreen Wealth Management, LLC
INCREASED4,6444,640+4+0%$1.6M$1.6M-$57.1K2026-11-06
Intergy Private Wealth, LLC
DECREASED4,6424,980-338-7%$1.8M$1.6M-$178.0K2026-10-16
Hanseatic Management Services Inc
INCREASED4,6394,529+110+2%$1.6M$1.6M-$19.5K2026-10-27
Argentarii, LLC
INCREASED4,6224,314+308+7%$1.5M$1.6M+$95.2K2026-10-28
Gilpin Wealth Management, LLC
DECREASED4,6224,717-95-2%$1.7M$1.6M-$91.8K2026-10-09
William John Sempolinski
UNCHANGED4,5844,58400%$1.6M$1.6M-$57.7K2026-10-20
Variant Private Wealth, LLC
INCREASED4,5694,566+3+0%$1.6M$1.6M-$56.5K2026-10-21
Silver Grove Financial Group, Inc.
INCREASED4,5614,432+129+3%$1.6M$1.6M-$11.8K2026-11-05
Virtue Capital Management, LLC
DECREASED4,5554,593-38-1%$1.6M$1.6M-$70.8K2026-10-29
Liberty Atlantic Advisors LLC
INCREASED4,5494,544+5+0%$1.6M$1.6M-$55.5K2026-10-14
Thompson Davis & Co., Inc.
INCREASED4,5433,774+769+20%$1.3M$1.5M+$214.4K2026-11-05
Hapanowicz & Associates Financial Services, Inc
UNCHANGED4,5414,54100%$1.6M$1.5M-$57.2K2026-10-29
Capital Squared Financial LLC
DECREASED4,5334,540-70%$1.6M$1.5M-$59.7K2026-10-30
Woodley Farra Manion Portfolio Management Inc
DECREASED4,5254,585-60-1%$1.6M$1.5M-$78.1K2026-11-05
Lineweaver Wealth Advisors, LLC
DECREASED4,5224,542-200%$1.6M$1.5M-$64.1K2026-10-13
LeConte Wealth Management, LLC
DECREASED4,5204,548-28-1%$1.6M$1.5M-$66.8K2026-10-20
Greenhouse Wealth Management, LLC
UNCHANGED4,5164,51600%$1.6M$1.5M-$56.8K2026-10-20
Hohimer Wealth Management, LLC
DECREASED4,5154,520-50%$1.6M$1.5M-$58.6K2026-11-04
Northbridge Financial Group, LLC
INCREASED4,5094,379+130+3%$1.5M$1.6M+$6.3K2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED4,5044,129+375+9%$1.5M$1.5M+$75.6K2026-11-04
FDx Advisors, Inc.
INCREASED4,4984,122+376+9%$1.5M$1.5M+$77.0K2026-11-05
Olistico Wealth, LLC
INCREASED4,4964,490+6+0%$1.6M$1.5M-$54.5K2026-10-05
Plante Moran Financial Advisors, LLC
DECREASED4,4917,197-2,706-38%$2.5M$1.5M-$1.0M2026-11-04
Trinity Financial Advisors LLC
DECREASED4,4894,628-139-3%$1.6M$1.5M-$105.5K2026-10-09
Signature Equity Partners, LLC
INCREASED4,4804,111+369+9%$1.5M$1.5M+$74.2K2026-10-29
Elite Life Management LLC
INCREASED4,4714,324+147+3%$1.6M$1.3M-$297.5K2026-11-06
Tableaux LLC
INCREASED4,4684,355+113+3%$1.5M$1.5M-$16.0K2026-10-23
CFS Investment Advisory Services, LLC
INCREASED4,4674,339+128+3%$1.5M$1.5M-$6.2K2026-10-19
Opal Wealth Advisors, LLC
INCREASED4,4592,460+1,999+81%$869.2K$1.5M+$650.2K2026-10-16
Northern Capital Management, Inc.
INCREASED4,4454,067+378+9%$1.4M$1.5M+$77.3K2026-11-05
Meridian Investment Counsel Inc.
DECREASED4,4264,926-500-10%$1.7M$1.5M-$232.4K2026-10-14
Twelve Points Wealth Management LLC
DECREASED4,4244,934-510-10%$1.7M$1.2M-$512.5K2026-11-03
Tannin Capital LLC
DECREASED4,4184,479-61-1%$1.6M$1.5M-$77.1K2026-11-05
Nordwand Advisors, LLC
INCREASED4,4094,310+99+2%$1.5M$1.5M-$20.5K2026-11-05
Advisory Solutions Group, LLC
INCREASED4,4041,748+2,656+152%$617.6K$1.5M+$883.0K2026-10-14
Flynn Zito Capital Management, LLC
INCREASED4,4034,037+366+9%$1.4M$1.5M+$74.0K2026-11-04
Kennebec Savings Bank
DECREASED4,3984,432-34-1%$1.6M$1.5M-$67.4K2026-10-22
Arbor Investment Advisors, LLC
DECREASED4,3874,720-333-7%$1.7M$1.5M-$172.9K2026-10-26
Alterna Wealth Management, Inc
DECREASED4,3874,467-80-2%$1.6M$1.5M-$83.5K2026-10-27
Riverbend Wealth Management, LLC
DECREASED4,3874,448-61-1%$1.6M$1.5M-$76.7K2026-10-15
Heritage Investment Group, Inc.
INCREASED4,3774,361+16+0%$1.5M$1.5M-$49.5K2026-11-03
Wilkins Investment Counsel Inc
UNCHANGED4,3734,37300%$1.5M$1.5M-$55.1K2026-11-03
TrueMark Investments, LLC
DECREASED4,3634,716-353-7%$1.7M$1.5M-$179.7K2026-11-05
Cambridge Financial Group, LLC
UNCHANGED4,3594,35900%$1.5M$1.5M$02026-10-06
Consolidated Capital Management, LLC
INCREASED4,3544,103+251+6%$1.4M$1.5M+$33.7K2026-10-13
Innovative Advisory Group, LLC
INCREASED4,3524,346+6+0%$1.5M$1.5M-$52.7K2026-10-13
Cardinal Strategic Wealth Guidance
DECREASED4,3394,411-72-2%$1.6M$1.5M-$80.1K2026-11-02
Commonwealth Financial Services, LLC
DECREASED4,3304,635-305-7%$1.6M$1.5M-$162.3K2026-10-20
Monument Capital Management
DECREASED4,3304,428-98-2%$1.6M$1.5M-$89.5K2026-10-09
Salomon & Ludwin, LLC
DECREASED4,3154,323-80%$1.5M$1.5M-$76.9K2026-10-29
Foguth Wealth Management, Llc.
INCREASED4,2924,107+185+5%$1.4M$1.4M+$2.7K2026-10-19
Ti-Trust, Inc
UNCHANGED4,2914,29100%$1.5M$1.5M-$54.0K2026-10-21
Pathway Financial Advisers, LLC
DECREASED4,2854,413-128-3%$1.6M$1.5M-$99.3K2026-10-27
Oak Grove Capital LLC
INCREASED4,2774,051+226+6%$1.4M$1.5M+$26.0K2026-10-09
DecisionMap Wealth Management, LLC
DECREASED4,2714,425-154-3%$1.6M$1.5M-$108.2K2026-10-29
Dedeker Financial LLC
INCREASED4,2594,201+58+1%$1.5M$1.5M-$33.3K2026-10-23
Milestone Asset Management Group, LLC
DECREASED4,2574,321-64-1%$1.5M$1.5M-$76.2K2026-10-20
Sava Infond d.o.o.
UNCHANGED4,2554,25500%$1.5M$1.4M-$53.6K2026-10-28
North Capital, Inc.
DECREASED4,2494,474-225-5%$1.6M$1.5M-$95.6K2026-10-16
Asset Advisors Investment Management, LLC
UNCHANGED4,2434,24300%$1.5M$1.4M-$53.4K2026-10-19
Accel Wealth Management
DECREASED4,2394,250-110%$1.5M$1.4M-$57.2K2026-10-13
Valicenti Advisory Services Inc
DECREASED4,2294,251-22-1%$1.5M$1.4M-$61.0K2026-10-23
Precedent Wealth Partners, LLC
DECREASED4,2274,861-634-13%$1.7M$1.4M-$277.0K2026-10-21
Mission Financial Group, LLC
INCREASED4,2253,356+869+26%$1.2M$1.4M+$253.9K2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED4,2103,754+456+12%$1.3M$1.4M+$108.1K2026-10-20
Fortis Group Advisors, LLC
INCREASED4,2072,443+1,764+72%$863.0K$1.2M+$310.2K2026-11-06
Strategic Family Wealth Counselors, L.L.C.
DECREASED4,2014,414-213-5%$1.6M$1.4M-$128.4K2026-10-29
One Degree Advisors Inc
DECREASED4,1984,470-272-6%$1.6K$1.4M+$1.4M2026-11-06
Fearless Solutions, LLC dba Best Invest
INCREASED4,1984,125+73+2%$1.5M$1.4M-$26.9K2026-10-14
Warburton Capital Management, LLC
INCREASED4,1944,120+74+2%$1.5M$1.2M-$287.9K2026-11-06
Founders Financial Securities LLC
INCREASED4,1923,189+1,003+31%$1.1M$1.4M+$301.8K2026-10-28
Altiora Financial Group, LLC
INCREASED4,1884,187+1+0%$1.5M$1.4M-$52.4K2026-11-04
Sage Capital Advisors,llc
INCREASED4,1744,172+2+0%$1.5M$1.4M-$51.8K2026-10-13
Uniting Wealth Partners, LLC
INCREASED4,1663,585+581+16%$1.3M$1.4M+$152.9K2026-11-06
Alpha Wealth Funds, LLC
INCREASED4,1591,159+3,000+259%$410.3K$1.4M+$993.7K2026-11-05
Vision Capital Management, Inc.
DECREASED4,1564,259-103-2%$1.5M$1.4M-$88.7K2026-10-20
Valley Wealth Managers, Inc.
UNCHANGED4,1434,14300%$1.5M$1.4M-$52.2K2026-10-09
BlueChip Wealth Advisors LLC
INCREASED4,1382,098+2,040+97%$741.4K$1.4M+$668.7K2026-11-03
Factor Wealth Management LTD
DECREASED4,1375,936-1,799-30%$2.1M$1.4M-$687.7K2026-10-08
Randall & Associates Wealth Management
INCREASED4,1343,803+331+9%$1.3M$1.4M+$64.9K2026-10-20
Westhampton Capital, LLC
INCREASED4,1283,640+488+13%$1.3M$1.4M+$120.5K2026-10-30
Forte Asset Management LLC
UNCHANGED4,1284,12800%$1.5M$1.4M-$52.0K2026-10-13
LifeSteps Financial, Inc.
DECREASED4,1274,318-191-4%$1.5M$1.4M-$119.5K2026-10-15
Trilogy Capital Inc.
INCREASED4,1193,942+177+4%$1.4M$1.4M+$10.8K2026-10-20
Montz Harcus Wealth Management LLC
INCREASED4,1114,086+25+1%$1.4M$1.4M-$42.9K2026-10-09
ERn Financial, LLC
DECREASED4,0954,251-156-4%$1.5M$1.4M-$107.0K2026-10-28
NBH Bank
DECREASED4,0924,320-228-5%$1.5M$1.4M-$132.1K2026-11-05
RTD Financial Advisors, Inc.
DECREASED4,0915,057-966-19%$1.8M$1.4M-$392.8K2026-10-09
Spartan Planning & Wealth Management
DECREASED4,0909,078-4,988-55%$3.2M$1.4M-$1.8M2026-10-13
High Point Wealth Management, LLC
INCREASED4,0833,532+551+16%$1.2M$1.4M+$143.2K2026-11-05
bLong Financial, LLC
INCREASED4,0814,080+1+0%$1.4M$1.4M-$51.0K2026-10-29
Ariston Services Group
UNCHANGED4,0754,07500%$1.4M$1.4M-$51.3K2026-10-16
Bright Futures Wealth Management, Llc.
INCREASED4,0713,991+80+2%$1.4M$1.4M-$23.0K2026-10-23
Sage Mountain Advisors LLC
NEW4,066—+4,066——$1.4M—2026-11-02
BCV Asset Management Inc.
UNCHANGED4,0654,06500%$1.4M$1.4M-$40.2K2026-11-06
LifeWealth Investments, LLC
DECREASED4,0594,103-44-1%$1.4M$1.4M-$66.8K2026-10-21
Hamilton Capital, LLC
DECREASED4,0564,302-246-6%$1.5M$1.4M-$138.0K2026-10-08
GS Investments, Inc.
DECREASED4,0504,125-75-2%$1.5M$1.4M-$77.5K2026-11-05
Steinberganna Wealth Management
DECREASED4,0468,721-4,675-54%$3.1M$1.4M-$1.7M2026-10-23
Malaga Cove Capital, LLC
UNCHANGED4,0134,01300%$1.4M$1.4M-$50.5K2026-10-23
Lexington Hill Partners, LLC
DECREASED4,0054,191-186-4%$1.5M$1.4M-$116.2K2026-10-13
Owl Creek Wealth Partners LLC
INCREASED4,0054,003+2+0%$1.4M$1.4M-$49.7K2026-10-20
University of Texas S AM Investment Management Co
DECREASED4,0014,523-522-12%$1.6M$1.4M-$234.8K2026-11-03
Bell & Brown Wealth Advisors, LLC
DECREASED3,9984,000-20%$1.4M$1.4M-$51.0K2026-10-16
LongView Wealth Management
INCREASED3,9963,961+35+1%$1.4M$1.4M-$37.8K2026-10-19
Morangie Management LLC
DECREASED3,9864,014-28-1%$1.4M$1.4M-$60.5K2026-10-15
First International Bank of Israel Ltd.
INCREASED3,9803,895+85+2%$1.4M$1.4M-$20.1K2026-11-04
Vision Financial Markets LLC
DECREASED3,9793,980-10%$1.4M$1.3M-$67.0K2026-10-22
GSG Advisors LLC
INCREASED3,9753,974+1+0%$1.4M$1.4M-$49.8K2026-11-03
Flagship Private Wealth, LLC
DECREASED3,9733,992-190%$1.4M$1.4M-$56.7K2026-11-05
TriaGen Wealth Management LLC
DECREASED3,9714,971-1,000-20%$1.8M$1.4M-$403.3K2026-10-14
Capital Management Associates, Inc
DECREASED3,9674,037-70-2%$1.4M$1.4M-$74.6K2026-10-20
Luts & Greenleigh Group, Inc.
DECREASED3,9614,177-216-5%$1.5M$1.3M-$126.4K2026-11-05
Oakwell Private Wealth Management, LLC
INCREASED3,9593,426+533+16%$1.2M$1.3M+$138.5K2026-11-06
Adamsbrown Wealth Consultants LLC
INCREASED3,9593,772+187+5%$1.3M$1.3M+$16.2K2026-10-20
Nikulski Financial, Inc.
INCREASED3,9463,568+378+11%$1.3M$1.3M+$83.9K2026-11-06
Morey & Quinn Wealth Partners, LLC
INCREASED3,9393,907+32+1%$1.4M$1.3M-$38.3K2026-10-28
Rainey & Randall Wealth Advisors Inc.
UNCHANGED3,9353,93500%$1.4M$1.3M-$49.5K2026-10-26
Nova Financial LLC
NEW3,934—+3,934——$1.3M—2026-11-04
Presilium Private Wealth, LLC
INCREASED3,9273,533+394+11%$1.2M$1.3M+$89.8K2026-10-26
Sawyer & Company, Inc
DECREASED3,9104,210-300-7%$1.5M$1.3M-$155.2K2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED3,9093,885+24+1%$1.4M$1.3M-$40.7K2026-10-15
National Wealth Management Group, LLC
INCREASED3,9082,495+1,413+57%$881.5K$1.3M+$450.1K2026-10-26
Milestone Asset Management, LLC
INCREASED3,9072,615+1,292+49%$924.0K$1.3M+$407.3K2026-10-15
Investment Research & Advisory Group, Inc.
DECREASED3,9023,917-150%$1.4M$1.4M-$34.9K2026-10-19
Wendell David Associates Inc
UNCHANGED3,8983,89800%$1.4M$1.3M-$49.0K2026-10-27
Lakeshore Financial Planning, Inc.
INCREASED3,8903,695+195+5%$1.3M$1.3M+$19.6K2026-10-13
PFW Advisors LLC
DECREASED3,8823,920-38-1%$1.4M$1.3M-$62.3K2026-10-07
Fingerlakes Wealth Management, Inc.
DECREASED3,8744,026-152-4%$1.4M$1.3M-$102.8K2026-11-04
Independence Wealth Advisors, LLC
NEW3,867—+3,867——$1.3M—2026-10-29
Kaufman Rossin Wealth, LLC
INCREASED3,8551,495+2,360+158%$532.4K$1.3M+$781.0K2026-10-19
Saxony Capital Management, LLC
INCREASED3,8543,591+263+7%$1.3M$1.3M+$44.3K2026-10-15
Peck Wealth Management, LLC
UNCHANGED3,8463,84600%$1.4M$1.3M-$48.4K2026-10-29
Sutton Place Investors LLC
DECREASED3,8443,850-60%$1.4M$1.3M-$50.5K2026-10-20
Great Lakes Retirement, Inc.
INCREASED3,8343,244+590+18%$1.1M$1.3M+$160.3K2026-10-26
Entrewealth, LLC
INCREASED3,8243,392+432+13%$1.2M$1.3M+$93.4K2026-10-14
Prosperitas Financial LLC
INCREASED3,8233,816+7+0%$1.3M$1.3M-$45.5K2026-10-28
Excalibur Management Corp
INCREASED3,8143,808+6+0%$1.3M$1.3M-$45.9K2026-11-02
ProCore Advisors, LLC
DECREASED3,8073,851-44-1%$1.4M$1.3M-$63.6K2026-10-14
Laurion Capital Management LP
NEW3,806—+3,806——$1.3M—2026-10-30
Grey Fox Wealth Advisors, LLC
INCREASED3,8023,739+63+2%$1.3M$1.3M-$25.4K2026-11-03
Azzad Asset Management Inc
INCREASED3,7953,758+37+1%$1.3M$1.3M-$34.6K2026-11-04
Puff Wealth Management, LLC
DECREASED3,7913,835-44-1%$1.4M$1.3M-$63.3K2026-10-07
Summit Financial Strategies, Inc.
DECREASED3,7903,865-75-2%$1.4M$1.3M-$74.3K2026-10-14
Beacon Financial Advisory LLC
INCREASED3,7853,583+202+6%$1.3M$1.3M+$23.9K2026-10-16
Momentous Wealth Management, Inc.
DECREASED3,7793,807-28-1%$1.3M$1.3M-$57.5K2026-10-21
Aspen Wealth Management LLC
INCREASED3,7752,500+1,275+51%$883.2K$1.3M+$403.3K2026-10-14
Quantum Financial Planning Services, Inc.
INCREASED3,7683,177+591+19%$1.1M$1.3M+$161.5K2026-10-14
Kooman & Associates
DECREASED3,7624,014-252-6%$1.4M$1.3M-$136.4K2026-10-21
August Group Capital Ltd
DECREASED3,7623,785-23-1%$1.3M$1.3M-$55.5K2026-10-14
Autumn Glory Partners, LLC
UNCHANGED3,7483,74800%$1.3M$1.3M-$47.2K2026-10-26
Blodgett Wealth Advisors, LLC
INCREASED3,7473,622+125+3%$1.3M$1.3M-$3.0K2026-10-23
Financial Synergies Wealth Advisors, Inc.
INCREASED3,7392,391+1,348+56%$844.8K$1.3M+$429.4K2026-10-16
Miramontes Capital, LLC
INCREASED3,7243,459+265+8%$1.2M$1.3M+$46.6K2026-10-19
BAM Wealth Management, LLC
INCREASED3,7203,401+319+9%$1.2M$1.3M+$65.9K2026-10-15
Acumen Wealth Advisors, LLC
INCREASED3,7203,580+140+4%$1.3M$1.3M+$2.6K2026-11-05
Vertrix Wealth Management, LLC
UNCHANGED3,7203,72000%$1.3M$1.3M-$46.8K2026-10-13
Mosley Wealth Management
UNCHANGED3,7193,71900%$1.3M$1.3M-$31.2K2026-10-16
Tuttle Capital Management, LLC
INCREASED3,7132,445+1,268+52%$863.9K$1.3M+$401.3K2026-10-21
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED3,7113,71100%$1.3M$1.3M-$46.6K2026-11-02
Bdfs Capital LLC
INCREASED3,7083,571+137+4%$1.3M$1.3M+$1.8K2026-10-14
Blue Capital, Inc.
DECREASED3,7028,257-4,555-55%$2.9M$1.3M-$1.7M2026-10-13
Quartz Partners, LLC
INCREASED3,6872,360+1,327+56%$833.9K$1.3M+$422.5K2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED3,6692,827+842+30%$999.3K$1.3M+$251.4K2026-10-16
Sacks & Associates, LLC
DECREASED3,6613,882-221-6%$1.4M$1.2M-$137.3K2026-10-09
McKinley Carter Wealth Services, Inc.
INCREASED3,6603,583+77+2%$1.3M$1.2M-$18.9K2026-10-16
Wakefield Asset Management Lllp
INCREASED3,6563,339+317+9%$1.2M$1.2M+$66.0K2026-11-05
Mycio Wealth Partners, LLC
UNCHANGED3,6493,64900%$1.3M$1.2M-$45.9K2026-11-04
Alps Advisors Inc
DECREASED3,6414,860-1,219-25%$1.7M$1.2M-$476.6K2026-11-03
Family Capital Management, Inc.
DECREASED3,6413,679-38-1%$1.3M$1.2M-$59.3K2026-11-03
Alliance Wealth Advisors, LLC
UNCHANGED3,6343,63400%$1.3M$1.2M-$45.8K2026-10-14
Cookson Peirce & Co Inc
INCREASED3,6303,629+1+0%$1.3M$1.2M-$45.5K2026-10-30
Piscataqua Savings Bank
DECREASED3,6263,937-311-8%$1.4M$1.2M-$155.5K2026-10-21
Hilltop National Bank
INCREASED3,6263,410+216+6%$1.2M$1.2M+$30.7K2026-10-14
Kachkovsky & Fisher, Inc.
DECREASED3,6243,633-90%$1.3M$1.2M-$48.7K2026-10-21
Weaver Consulting Group
INCREASED3,6183,016+602+20%$1.1M$1.2M+$167.4K2026-10-07
Ring Mountain Capital, LLC
UNCHANGED3,6133,61300%$1.3M$1.2M-$45.5K2026-10-13
Old Peak Finance LLC
DECREASED3,5933,669-76-2%$1.3M$1.2M-$72.1K2026-11-02
Investment Advisory Services Inc
INCREASED3,5813,556+25+1%$1.3M$1.2M-$36.1K2026-10-27
Mezzasalma Advisors, LLC
INCREASED3,5803,524+56+2%$1.2M$1.2M-$25.3K2026-10-14
GoalVest Advisory LLC
DECREASED3,5773,698-121-3%$1.3M$1.2M-$87.8K2026-10-02
Worth Asset Management, LLC
INCREASED3,5692,871+698+24%$1.0M$1.2M+$201.7K2026-10-07
WD Rutherford LLC
DECREASED3,5684,400-832-19%$1.6M$1.2M-$338.9K2026-10-26
Durante & Waters, LLC
INCREASED3,5663,265+301+9%$1.2M$1.2M+$61.5K2026-10-28
ForthRight Wealth Management, LLC
INCREASED3,5613,552+9+0%$1.3M$1.2M-$41.7K2026-11-06
Redwood Financial Network Corp
UNCHANGED3,5583,55800%$1.3M$1.2M-$44.8K2026-11-03
Stone House Investment Management, LLC
DECREASED3,5573,642-85-2%$1.3M$1.2M-$74.7K2026-10-23
MFA Wealth Services
DECREASED3,5543,646-92-3%$1.3M$1.2M-$77.2K2026-10-14
StoneCrest Wealth Management, Inc.
DECREASED3,5543,643-89-2%$1.3M$1.2M-$76.2K2026-11-03
Taylor Securities Services, Inc.
INCREASED3,5533,536+17+0%$1.2M$1.2M-$38.6K2026-10-20
Accelerate Investment Advisors LLC
DECREASED3,5513,757-206-5%$1.3M$1.2M-$117.5K2026-11-02
Turning Point Benefit Group, Inc.
DECREASED3,5494,051-502-12%$1.4M$1.2M-$245.6K2026-10-28
Decision Investments, Inc
DECREASED3,5433,546-30%$1.3M$1.2M-$45.7K2026-10-07
Ibex Wealth Advisors
INCREASED3,5412,825+716+25%$998.1K$1.2M+$208.4K2026-11-06
Triasima Portfolio Management inc.
DECREASED3,5363,787-251-7%$1.3M$1.2M-$133.2K2026-10-15
High Note Wealth, LLC
INCREASED3,5353,456+79+2%$1.2M$1.2M-$16.6K2026-10-27
Horizon Wealth Management, LLC
INCREASED3,5343,507+27+1%$1.2M$1.2M-$35.0K2026-11-02
Biltmore Wealth Management, LLC
INCREASED3,5263,364+162+5%$1.2M$1.2M+$12.7K2026-10-09
Tempus Wealth Planning, LLC
INCREASED3,5043,354+150+4%$1.2M$1.2M+$8.9K2026-10-14
Grace & White Inc
INCREASED3,5031,560+1,943+125%$551.2K$1.2M+$642.4K2026-10-23
Trust Co
INCREASED3,4893,384+105+3%$1.2M$1.2M-$6.8K2026-10-09
Cornerstone Planning Group LLC
INCREASED3,4873,410+77+2%$1.2M$1.2M+$47.3K2026-10-16
Omni 360 Wealth, Inc.
INCREASED3,4803,321+159+5%$1.2M$1.2M+$12.4K2026-10-13
Omega Financial Group, LLC
INCREASED3,4703,392+78+2%$1.2M$1.2M-$16.1K2026-10-29
4Wealth Advisors, Inc.
DECREASED3,4664,663-1,197-26%$1.6M$1.2M-$468.7K2026-10-13
Spirit of America Management Corp
UNCHANGED3,4503,45000%$1.2M$1.2M-$43.4K2026-10-14
Pinnacle Wealth Management Group, Inc.
UNCHANGED3,4503,45000%$1.2M$1.2M-$43.4K2026-10-15
Sterling Group Wealth Management, LLC
DECREASED3,4464,446-1,000-22%$1.6M$1.2M-$396.7K2026-11-03
LCM Capital Management Inc
DECREASED3,4443,604-160-4%$1.3M$1.2M-$99.9K2026-10-20
William Blair Investment Management, LLC
INCREASED3,4402,785+655+24%$984.0K$1.2M+$188.1K2026-11-06
Prospera Capital Management, LLC
INCREASED3,4373,376+61+2%$1.2M$1.2M-$60.8K2026-10-19
Capstone Capital Management Ltd
DECREASED3,4326,935-3,503-51%$2.5M$1.2M-$1.3M2026-10-21
JB Capital LLC
DECREASED3,4273,433-60%$1.2M$1.2M-$45.3K2026-10-19
Elevated Capital Advisors, LLC
DECREASED3,4203,726-306-8%$1.3M$1.2M-$151.4K2026-11-04
BCS Wealth Management
INCREASED3,4163,369+47+1%$1.2M$1.2M-$26.4K2026-11-03
Mitchell Sinkler & Starr
DECREASED3,4143,539-125-4%$1.3M$1.2M-$87.1K2026-10-13
Prosperity Financial Group, Inc.
INCREASED3,4123,165+247+8%$1.1M$1.2M+$44.3K2026-10-29
Mayfair Advisory Group, LLC
INCREASED3,3943,392+2+0%$1.1M$1.2M+$73.9K2026-10-20
American National Bank of Texas
DECREASED3,3923,732-340-9%$1.3M$1.2M-$162.8K2026-10-07
Valley National Advisers Inc
DECREASED3,3793,583-204-6%$1.3M$1.2M-$114.9K2026-10-23
Shade Tree Advisors LLC
NEW3,374—+3,374——$1.1M—2026-10-22
Dale Q Rice Investment Management Ltd
DECREASED3,3703,385-150%$1.2M$1.1M-$47.7K2026-10-09
Gerald Baker Financial Group LLC
DECREASED3,3693,534-165-5%$1.2M$1.1M-$100.5K2026-10-09
Foundation Wealth Management, LLC
INCREASED3,3612,801+560+20%$990.0K$1.1M+$155.4K2026-10-22
Midwest Financial Partners Investments, Inc.
DECREASED3,3553,492-137-4%$1.2M$1.1M-$90.6K2026-10-08
waypoint wealth counsel
INCREASED3,3473,049+298+10%$1.1M$1.1M+$63.2K2026-10-22
Emergent Wealth Advisors, LLC
INCREASED3,3462,695+651+24%$1.0M$1.1M+$109.3K2026-10-09
Legacy Financial Strategies, LLC
INCREASED3,3393,202+137+4%$1.1M$1.1M+$6.4K2026-10-15
Foster Group, Inc.
DECREASED3,3393,372-33-1%$1.2M$1.1M-$53.7K2026-10-13
Howard Financial Services, Ltd.
INCREASED3,3363,307+29+1%$1.2M$1.1M-$31.8K2026-10-15
J.M. Arbour, LLC
INCREASED3,3323,281+51+2%$1.2M$1.1M-$23.9K2026-11-05
Terra Nova Asset Management LLC
DECREASED3,3143,763-449-12%$1.3M$1.1M-$200.4K2026-10-13
Grant Street Asset Management, Inc.
UNCHANGED3,3123,31200%$1.2M$1.1M-$41.7K2026-10-26
Fischer Financial Services, Inc.
DECREASED3,3103,379-69-2%$1.2M$1.1M-$66.0K2026-10-30
Prentice Wealth Management LLC
UNCHANGED3,3083,30800%$1.2M$1.1M-$41.6K2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED3,3063,345-39-1%$1.2M$1.1M-$55.6K2026-10-29
Boltwood Capital Management
INCREASED3,3053,145+160+5%$1.1M$1.1M+$14.9K2026-10-02
Spinnaker Investment Group, LLC
INCREASED3,3043,197+107+3%$1.1M$1.1M-$3.8K2026-10-13
Altus Wealth Group LLC
DECREASED3,2913,593-302-8%$1.3M$1.1M-$148.3K2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED3,2913,264+27+1%$1.2M$1.1M-$31.9K2026-10-19
City Holding Co
DECREASED3,2883,399-111-3%$1.2M$1.1M-$80.6K2026-10-19
Compass Wealth Management, LLC
UNCHANGED3,2803,28000%$1.2M$1.1M-$41.1K2026-10-30
Valley Forge Investment Consultants Inc ADV
INCREASED3,2793,278+1+0%$1.2M$1.1M-$40.8K2026-11-03
Bank of Stockton
UNCHANGED3,2793,27900%$1.2M$1.1M-$41.3K2026-10-20
Johnson Bixby & Associates, LLC
UNCHANGED3,2753,27500%$1.2M$1.1M-$41.2K2026-10-14
Seed Wealth Management, Inc.
UNCHANGED3,2753,27500%$1.2M$1.1M-$41.2K2026-10-20
Capital Advantage, Inc.
DECREASED3,2723,349-77-2%$1.2M$1.1M-$68.4K2026-10-14
Wiregrass Investment Management LLC
UNCHANGED3,2643,26400%$1.2M$1.1M-$41.0K2026-11-05
Keystone Wealth Services, LLC
INCREASED3,2593,077+182+6%$1.1M$1.1M+$12.4K2026-11-03
Integris Wealth Management, LLC
DECREASED3,2513,596-345-10%$1.3M$1.1M-$162.8K2026-10-14
HRC Wealth Management, LLC
DECREASED3,2503,261-110%$1.2M$1.1M-$45.0K2026-10-16
Clearwater Capital Advisors, LLC
INCREASED3,2363,009+227+8%$1.1M$1.1M+$39.5K2026-11-06
OMC Financial Services LTD
DECREASED3,2343,432-198-6%$1.2M$1.1M-$110.7K2026-10-19
Whitener Capital Management, Inc.
INCREASED3,2253,182+43+1%$1.1M$1.1M-$25.4K2026-10-15
Harmony Asset Management LLC
DECREASED3,2173,276-59-2%$1.2M$1.1M-$61.3K2026-10-20
First National Bank Sioux Falls
UNCHANGED3,2133,21300%$1.1M$1.1M+$25.6K2026-10-13
Sunburst Financial Group, LLC
UNCHANGED3,2113,21100%$1.1M$1.1M-$40.4K2026-10-09
KFG Wealth Management, LLC
DECREASED3,1983,577-379-11%$1.3M$1.1M-$174.1K2026-10-16
Lorne Steinberg Wealth Management Inc.
DECREASED3,1983,223-25-1%$1.1M$1.1M-$49.1K2026-10-23
Buttonwood Financial Advisors Inc.
DECREASED3,1983,218-20-1%$1.1M$1.1M-$47.3K2026-10-13
Welch Financial Planning, LLC
INCREASED3,1892,920+269+9%$1.0M$1.1M+$54.9K2026-11-06
Richmond Investment Services, LLC
DECREASED3,1873,217-30-1%$1.1M$1.1M-$50.7K2026-10-29
Altura Wealth Advisors Inc.
INCREASED3,1823,148+34+1%$1.1M$1.1M-$28.2K2026-10-22
Parkway Wealth Management Group, LLC
INCREASED3,1823,181+1+0%$1.1M$1.1M-$39.8K2026-10-20
Vista Investment Partners LLC
DECREASED3,1783,385-207-6%$1.2M$1.1M-$113.1K2026-10-08
Discipline Wealth Solutions, LLC
UNCHANGED3,1753,17500%$1.1M$1.1M-$40.0K2026-10-14
RED Lighthouse Investment Management, LLC
DECREASED3,1743,192-18-1%$1.1M$1.1M-$46.3K2026-11-02
Creekside Partners
UNCHANGED3,1583,15800%$1.1M$1.1M-$39.6K2026-11-04
Williams & Novak Wealth Management, LLC
INCREASED3,1563,115+41+1%$1.1M$1.1M-$25.2K2026-10-09
Mcdaniel Terry & Co
DECREASED3,1563,157-10%$1.1M$1.1M-$40.1K2026-11-05
Warwick Investment Management, Inc.
DECREASED3,1523,568-416-12%$1.3M$1.1M-$186.7K2026-10-19
TPG Advisors LLC
INCREASED3,1513,141+10+0%$1.1M$1.1M-$36.1K2026-10-16
Investment Research Partners LLC
DECREASED3,1503,612-462-13%$1.3M$1.1M-$202.9K2026-10-19
Connecticut Capital Management Group, LLC
INCREASED3,1493,111+38+1%$1.1M$1.1M-$26.2K2026-10-29
Zega Investments, LLC
DECREASED3,14110,856-7,715-71%$3.8M$1.1M-$2.8M2026-11-04
Selective Wealth Management, Inc.
INCREASED3,1412,309+832+36%$799.1K$1.1M+$284.1K2026-10-16
Alliance Private Wealth, LLC
DECREASED3,1373,237-100-3%$1.1M$1.1M-$74.8K2026-10-20
Hurley Capital, LLC
INCREASED3,1313,130+1+0%$1.1M$1.1M-$39.0K2026-11-05
Avid Wealth Partners LLC
DECREASED3,1293,169-40-1%$1.1M$1.1M-$53.5K2026-11-03
Genesis Private Wealth, LLC
INCREASED3,1082,989+119+4%$1.1M$1.1M+$2.9K2026-11-02
MRA Advisory Group
DECREASED3,1026,929-3,827-55%$2.4M$1.1M-$1.4M2026-10-07
Hobart Private Capital, LLC
INCREASED3,1013,085+16+1%$1.1M$1.1M-$33.4K2026-10-19
First City Capital Management, Inc.
DECREASED3,1013,115-140%$1.1M$1.1M-$44.0K2026-10-27
Kagan Cocozza Asset Management
UNCHANGED3,0933,09300%$1.1M$1.1M-$38.9K2026-10-19
Vigilare Wealth Management
INCREASED3,0893,085+4+0%$1.1M$1.1M-$37.5K2026-10-29
Miller Global Investments, LLC
INCREASED3,0872,747+340+12%$970.6K$1.1M+$81.3K2026-10-02
Beirne Wealth Consulting Services, LLC
DECREASED3,0843,499-415-12%$1.2M$1.1M-$185.3K2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED3,0833,067+16+1%$1.1M$1.1M-$33.2K2026-10-26
ARQ Wealth Advisors, LLC
INCREASED3,0803,030+50+2%$1.0M$1.0M+$13.5K2026-10-29
Integrity Investment Advisors, LLC
INCREASED3,0762,845+231+8%$1.0M$1.0M+$42.9K2026-11-03
Rachor Investment Advisory Services, LLC
DECREASED3,0713,073-20%$1.1M$1.0M-$39.4K2026-10-29
Rinkey Investments
INCREASED3,0652,869+196+7%$1.0M$1.0M+$30.8K2026-10-28
Capitol Family Office, Inc.
INCREASED3,0642,407+657+27%$850.5K$1.0M+$193.4K2026-10-13
Tounjian Advisory Partners, LLC
DECREASED3,0604,086-1,026-25%$1.4M$1.0M-$401.1K2026-11-04
CWS Financial Advisors, LLC
INCREASED3,0572,878+179+6%$1.0M$1.0M+$24.7K2026-10-16
EPG Wealth Management LLC
UNCHANGED3,0513,05100%$1.1M$1.0M-$38.1K2026-11-03
Altus Wealth Management, LLC
UNCHANGED3,0473,04700%$1.1M$1.0M-$38.4K2026-10-13
GFG Capital, LLC
DECREASED3,0443,373-329-10%$1.2M$1.0M-$154.6K2026-10-16
Three Bridge Wealth Advisors, LLC
DECREASED3,0403,042-20%$1.1M$1.0M-$39.0K2026-11-05
Sanchez Gaunt Capital Management, LLC
NEW3,039—+3,039——$1.0M—2026-11-03
Shearwater Capital LLC
UNCHANGED3,0373,03700%$1.1M$1.0M-$38.2K2026-10-13
MFA Wealth Advisors, LLC
INCREASED3,0332,940+93+3%$1.0M$1.0M-$5.3K2026-10-07
Cogent Private Wealth, Inc.
INCREASED3,0243,017+7+0%$1.1M$1.0M-$35.6K2026-11-06
Kellett Wealth Advisors, LLC
INCREASED3,0202,920+100+3%$1.0M$1.0M-$2.7K2026-10-15
TruNorth Capital Management, LLC
INCREASED3,0162,286+730+32%$807.7K$1.0M+$220.0K2026-10-14
Wagner Wealth Management, Corp
INCREASED3,0152,804+211+8%$990.6K$1.0M+$36.6K2026-10-20
Acorn Wealth Advisors, LLC
INCREASED3,0123,005+7+0%$1.1M$1.0M-$35.2K2026-10-19
Studio Investment Management LLC
DECREASED3,0113,407-396-12%$1.2M$1.0M-$177.8K2026-10-22
Peak Financial Management, Inc.
DECREASED3,0093,029-20-1%$1.1M$1.0M-$45.0K2026-10-16
Joseph P. Lucia & Associates, LLC
DECREASED3,0043,177-173-5%$1.1M$1.0M-$99.0K2026-10-30
Barings LLC
INCREASED2,9842,547+437+17%$899.9K$1.0M+$116.8K2026-10-22
Paulson Wealth Management Inc.
UNCHANGED2,9782,97800%$1.1M$1.0M-$37.5K2026-11-02
DBK Financial Counsel, LLC
UNCHANGED2,9702,97000%$1.0M$1.0M-$37.4K2026-10-13
Guardian Wealth Management, Inc.
INCREASED2,969897+2,072+231%$317.2K$1.0M+$694.5K2026-10-30
First United Bank & Trust
DECREASED2,9633,113-150-5%$1.1M$1.0M-$90.3K2026-10-22
VAN Strum & Towne Inc.
UNCHANGED2,9582,95800%$1.0M$1.0M-$37.2K2026-11-06
Powell Investment Advisors, LLC
INCREASED2,9572,907+50+2%$1.0M$1.0M-$19.7K2026-10-22
Reap Financial Group, LLC
DECREASED2,9353,065-130-4%$1.1M$1,000.0K-$83.2K2026-11-02
J.P. Marvel Investment Advisors, LLC
UNCHANGED2,9302,93000%$1.0M$998.4K-$36.9K2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED2,9242,842+82+3%$1.0M$996.3K-$7.9K2026-10-06
Oak Harvest Investment Services
INCREASED2,9132,194+719+33%$775.2K$992.7K+$217.4K2026-10-20
Berkshire Money Management, Inc.
NEW2,910—+2,910——$991.6K—2026-10-21
Syntegra Private Wealth Group, LLC
UNCHANGED2,9102,91000%$1.0M$991.7K-$36.5K2026-10-13
GoalFusion Wealth Management, LLC
INCREASED2,8902,073+817+39%$732.5K$984.8K+$252.3K2026-10-06
Holcombe Financial, Inc.
UNCHANGED2,8822,88200%$1.0M$982.0K-$36.3K2026-10-16
Tenzing Financial LLC
DECREASED2,8812,886-50%$1.1M$980.1K-$73.1K2026-11-03
Northern Financial Advisors Inc
INCREASED2,8801,889+991+52%$667.4K$981.3K+$313.9K2026-10-29
Acima Private Wealth, LLC
UNCHANGED2,8732,87300%$1.0M$978.9K-$36.2K2026-10-05
Hilton Head Capital Partners, LLC
DECREASED2,8693,045-176-6%$1.1M$977.6K-$98.2K2026-10-23
Aviso Wealth Management
DECREASED2,8593,368-509-15%$1.2M$974.2K-$215.8K2026-11-04
Saratoga Research & Investment Management
INCREASED2,8462,829+17+1%$999.6K$969.7K-$29.8K2026-10-16
Investment Management Corp
INCREASED2,8442,685+159+6%$948.6K$969.0K+$20.5K2026-11-03
Center For Asset Management LLC
INCREASED2,8401,982+858+43%$700.3K$967.7K+$267.4K2026-10-16
WPG Advisers, LLC
DECREASED2,8362,853-17-1%$1.0M$966.3K-$41.7K2026-10-27
Tarbox Family Office, Inc.
INCREASED2,8331,013+1,820+180%$357.9K$965.3K+$607.4K2026-10-23
WestHill Financial Advisors, Inc.
DECREASED2,8332,853-20-1%$1.0M$965.3K-$42.7K2026-10-14
ACT Advisors, Llc.
INCREASED2,8312,491+340+14%$880.3K$964.5K+$84.2K2026-10-15
Synergy Asset Management, LLC
INCREASED2,8292,449+380+16%$865.3K$964.0K+$98.6K2026-11-05
TCP Asset Management, LLC
INCREASED2,8242,620+204+8%$925.7K$961.3K+$35.6K2026-10-14
Wealth Advisory Solutions, LLC
UNCHANGED2,8222,82200%$997.1K$961.6K-$35.5K2026-10-20
B.O.S.S. Retirement Advisors, LLC
DECREASED2,8184,349-1,531-35%$1.5M$960.3K-$576.1K2026-10-26
Lpwm LLC
DECREASED2,8102,877-67-2%$1.0M$957.3K-$59.0K2026-10-20
LFA - Lugano Financial Advisors SA
UNCHANGED2,8042,80400%$990.7K$955.4K-$35.3K2026-11-03
Cherokee Insurance Co
UNCHANGED2,8002,80000%$989.3K$954.1K-$35.3K2026-11-05
Lionshead Wealth Management, LLC
UNCHANGED2,7932,79300%$986.9K$951.7K-$35.2K2026-10-21
Petersen Hastings Wealth Advisors Inc.
INCREASED2,7912,766+25+1%$977.4K$950.9K-$26.5K2026-10-27
OFS Enterprise LLC
INCREASED2,7872,786+1+0%$984.5K$949.5K-$35.0K2026-10-16
Cooper S Advisors, LLC
DECREASED2,7842,818-34-1%$995.7K$948.6K-$47.1K2026-11-03
Sensible Money, LLC
DECREASED2,7832,935-152-5%$1.0M$948.1K-$88.7K2026-10-20
Sylvest Advisors, LLC
UNCHANGED2,7792,77900%$981.9K$946.9K-$35.0K2026-10-26
CPA Asset Management Group, LLC
UNCHANGED2,7762,77600%$980.8K$945.9K-$35.0K2026-10-26
Gradient Capital Advisors, LLC
UNCHANGED2,7752,77500%$980.4K$945.5K-$34.9K2026-10-21
BNC Wealth Management, LLC
UNCHANGED2,7722,77200%$979.4K$944.5K-$34.9K2026-10-19
Innova Wealth Partners
INCREASED2,7712,709+62+2%$957.0K$944.1K-$13.0K2026-10-21
Capstone Wealth Management, LLC
DECREASED2,7653,580-815-23%$1.3M$942.2K-$322.7K2026-11-02
LFG Wealth Partners, LLC
INCREASED2,7602,428+332+14%$857.8K$940.6K+$82.7K2026-10-28
Hughes Financial Services, LLC
INCREASED2,7582,604+154+6%$920.1K$778.6K-$141.4K2026-10-30
Cambridge Advisors Inc.
UNCHANGED2,7502,75000%$971.7K$937.0K-$34.6K2026-10-19
G&S Capital LLC
INCREASED2,7482,706+42+2%$956.0K$936.2K-$19.7K2026-10-23
NewSquare Capital LLC
INCREASED2,7472,466+281+11%$871.3K$936.0K+$64.7K2026-11-06
Partners in Financial Planning
UNCHANGED2,7362,73600%$966.7K$932.4K-$34.3K2026-11-06
Austin Asset Management Co Inc
DECREASED2,7285,978-3,250-54%$2.1M$929.4K-$1.2M2026-10-29
Redw Wealth LLC
INCREASED2,7282,725+3+0%$962.9K$929.7K-$33.3K2026-11-02
Sage Financial Management Group, Inc.
DECREASED2,7272,962-235-8%$1.0M$929.0K-$117.5K2026-11-06
Market Street Wealth Management Advisors LLC
INCREASED2,7142,533+181+7%$895.0K$924.8K+$29.8K2026-10-09
Livet Wealth, LLC
DECREASED2,7142,736-22-1%$966.7K$924.8K-$41.9K2026-10-27
Echo45 Advisors LLC
INCREASED2,7131,535+1,178+77%$542.2K$924.5K+$382.2K2026-10-07
Flagstone Financial Management
DECREASED2,7112,752-41-1%$972.2K$923.6K-$48.6K2026-11-05
Security Financial Services, Inc.
INCREASED2,7022,693+9+0%$951.5K$920.7K-$30.8K2026-10-29
Praxis Capital Management LLC
INCREASED2,7012,700+1+0%$954.0K$920.3K-$33.7K2026-10-16
Private Wealth Group, LLC
DECREASED2,6923,192-500-16%$1.1M$917.1K-$210.6K2026-10-19
Arbor Wealth Advisors LLC
UNCHANGED2,6902,69000%$950.5K$916.6K-$33.9K2026-10-09
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED2,6872,68700%$949.4K$915.6K-$33.8K2026-11-02
New Wave Wealth Advisors LLC
INCREASED2,6761,906+770+40%$673.6K$935.2K+$261.7K2026-10-19
Lederer & Associates Investment Counsel
UNCHANGED2,6652,66500%$942.0K$908.0K-$34.0K2026-10-23
W Advisors, LLC
INCREASED2,6562,156+500+23%$761.8K$905.0K+$143.2K2026-11-02
Investors Research Corp
DECREASED2,6532,841-188-7%$1.0M$904.0K-$99.8K2026-10-07
Well Done, LLC
INCREASED2,6522,412+240+10%$852.2K$903.6K+$51.4K2026-10-20
Financial Planning Navigators Corp
INCREASED2,6512,573+78+3%$909.2K$903.4K-$5.8K2026-10-14
Wavvest Wealth LLC
NEW2,649—+2,649——$902.6K—2026-10-21
Thoma Capital Management LLC
DECREASED2,6442,766-122-4%$977.3K$901.1K-$76.2K2026-10-19
Kingsbury Capital Investment Advisors LLC
DECREASED2,6432,746-103-4%$970.1K$900.5K-$69.6K2026-10-20
Triumph Capital Management
INCREASED2,6432,560+83+3%$904.6K$900.4K-$4.2K2026-10-14
Miller Financial Services LLC
INCREASED2,6422,624+18+1%$927.1K$900.2K-$26.9K2026-10-20
Macroview Investment Management LLC
INCREASED2,6352,527+108+4%$893.0K$897.8K+$4.8K2026-10-26
CGN Advisors LLC
DECREASED2,6334,303-1,670-39%$1.5M$897.1K-$623.3K2026-10-21
Auctus Advisors LLC
DECREASED2,6322,953-321-11%$1.0M$896.8K-$146.6K2026-10-23
Hager Investment Management Services, LLC
DECREASED2,6312,659-28-1%$939.5K$896.5K-$43.0K2026-11-04
Cannon Financial Strategists, Inc.
INCREASED2,6261,559+1,067+68%$550.8K$894.8K+$343.9K2026-10-19
Thayer Partners, LLC / MA
INCREASED2,6262,616+10+0%$924.3K$894.7K-$29.6K2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
DECREASED2,6242,649-25-1%$936.0K$894.2K-$41.8K2026-10-08
RW Investment Management LLC
INCREASED2,6212,531+90+4%$894.2K$893.1K-$1.2K2026-11-03
Smart Wealth LLC
DECREASED2,6084,592-1,984-43%$1.6M$888.6K-$733.9K2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED2,6062,197+409+19%$776.3K$888.0K+$111.7K2026-10-26
Baker Boyer National Bank
DECREASED2,6022,978-376-13%$1.1M$886.6K-$165.6K2026-11-05
Kuhn & Co Investment Counsel
INCREASED2,5982,525+73+3%$892.2K$885.2K-$6.9K2026-10-29
Aventus Investment Advisors, Inc.
INCREASED2,5962,536+60+2%$896.0K$884.6K-$11.5K2026-10-09
Krane Financial Solutions LLC
INCREASED2,5942,588+6+0%$914.3K$883.8K-$30.4K2026-10-30
Camden National Bank
DECREASED2,5872,633-46-2%$930.3K$881.5K-$48.8K2026-11-02
R Squared Ltd
INCREASED2,5851,812+773+43%$640.2K$880.8K+$240.6K2026-11-06
Advisor Resource Council
DECREASED2,5812,688-107-4%$979.7K$887.4K-$92.3K2026-11-05
Union Savings Bank
UNCHANGED2,5812,58100%$911.9K$879.4K-$32.5K2026-10-14
Collective Family Office LLC
DECREASED2,5722,670-98-4%$943.5K$876.5K-$67.0K2026-10-05
McGuire Investment Group, LLC
INCREASED2,5702,065+505+24%$729.6K$875.7K+$146.1K2026-10-23
Quantum Financial Partners LLC
INCREASED2,5692,524+45+2%$891.7K$875.2K-$16.4K2026-10-19
Isthmus Partners, LLC
INCREASED2,5612,529+32+1%$893.5K$872.5K-$20.9K2026-10-21
William B. Walkup & Associates, Inc.
INCREASED2,5551,549+1,006+65%$547.3K$870.6K+$323.3K2026-11-05
Mullooly Asset Management, Inc.
DECREASED2,5502,664-114-4%$941.3K$868.9K-$72.4K2026-10-30
Define Financial, LLC
INCREASED2,5332,412+121+5%$852.1K$863.2K+$11.1K2026-10-14
WMS Group LLC
INCREASED2,5302,480+50+2%$876.3K$862.1K-$14.2K2026-11-06
Cohen Investment Advisors LLC
UNCHANGED2,5302,53000%$893.9K$862.1K-$31.9K2026-10-20
Auour Investments LLC
UNCHANGED2,5282,52800%$893.2K$861.4K-$31.8K2026-10-28
Strong Tower Advisory Services
DECREASED2,5142,606-92-4%$920.8K$856.6K-$64.2K2026-10-13
Wespac Advisors, LLC
DECREASED2,5134,575-2,062-45%$1.6M$856.3K-$760.2K2026-10-26
Winthrop Capital Management, LLC
DECREASED2,5112,541-30-1%$898.0K$855.6K-$42.4K2026-11-05
Montgomery Financial Services LLC
UNCHANGED2,5112,51100%$887.2K$855.6K-$31.6K2026-11-03
Transmarket Holdings LP
NEW2,510—+2,510——$855.3K—2026-10-27
Rainier Family Wealth Inc
UNCHANGED2,5092,50900%$886.5K$854.9K-$31.6K2026-11-02
ShoreHaven Wealth Partners, LLC
INCREASED2,5062,376+130+5%$839.6K$853.9K+$14.3K2026-10-16
Sentinel Pension Advisors, LLC
INCREASED2,5041,515+989+65%$524.5K$853.4K+$328.9K2026-11-02
Somerset Trust Co
UNCHANGED2,5002,50000%$883.3K$851.9K-$31.5K2026-10-13
Summit Securities Group LLC
DECREASED2,49950,000-47,501-95%$17.7M$851.5K-$16.8M2026-11-05
Wiser Wealth Management, Inc
INCREASED2,4962,402+94+4%$848.8K$850.6K+$1.8K2026-10-14
Melfa Wealth Management, Inc.
INCREASED2,4911,991+500+25%$703.6K$848.9K+$145.3K2026-11-06
Thrive Capital Management, LLC
INCREASED2,4872,312+175+8%$817.0K$847.5K+$30.5K2026-10-28
Inlight Wealth Management, LLC
INCREASED2,4861,606+880+55%$567.6K$847.0K+$279.4K2026-10-21
Headland Capital, LLC
INCREASED2,4862,388+98+4%$843.9K$846.9K+$3.0K2026-11-06
Eclectic Associates Inc
INCREASED2,4832,415+68+3%$853.4K$846.0K-$7.4K2026-10-09
Mid-American Wealth Advisory Group, Inc.
INCREASED2,4822,046+436+21%$723.0K$845.8K+$122.8K2026-10-21
Ebert Capital Management Inc.
UNCHANGED2,4822,48200%$876.8K$845.6K-$31.2K2026-10-08
Bochk Asset Management Ltd
INCREASED2,4701,102+1,368+124%$389.4K$841.6K+$452.3K2026-10-29
Defender Capital, Llc.
DECREASED2,4602,810-350-12%$992.9K$838.2K-$154.6K2026-10-01
William Mack & Associates, Inc.
DECREASED2,4592,565-106-4%$906.4K$838.0K-$68.4K2026-10-27
Integrated Capital Management, LLC
DECREASED2,4572,547-90-4%$899.9K$837.4K-$62.6K2026-10-23
PVG Asset Management Corp
DECREASED2,4437,498-5,055-67%$2.6M$832.4K-$1.8M2026-10-19
21 West Wealth Management LLC
DECREASED2,4342,519-85-3%$890.0K$829.4K-$60.7K2026-10-13
One Plus One Wealth Management, LLC
UNCHANGED2,4262,42600%$857.0K$826.7K-$30.3K2026-10-16
Dixon Fnancial Services, Inc.
INCREASED2,4202,386+34+1%$842.9K$824.5K-$18.4K2026-10-23
Harold Davidson & Associates Inc.
UNCHANGED2,4152,41500%$853.3K$823.0K-$30.4K2026-10-29
Avail Investment Partners, LLC
DECREASED2,4132,875-462-16%$1.0M$822.3K-$193.6K2026-10-16
Meridian Financial Advisors, LLC
UNCHANGED2,4052,40500%$849.8K$819.5K-$30.3K2026-10-14
Family Legacy Financial Solutions, LLC
INCREASED2,4002,183+217+10%$771.5K$817.7K+$46.3K2026-10-07
Ceera Investments, LLC
DECREASED2,4002,431-31-1%$858.9K$817.8K-$41.2K2026-11-02
CapWealth Advisors, LLC
DECREASED2,3972,555-158-6%$902.7K$816.9K-$85.8K2026-10-05
Hartmann Taylor Wealth Management, LLC
INCREASED2,3921,816+576+32%$521.1K$815.0K+$293.9K2026-10-14
Castleview Partners, LLC
DECREASED2,3894,022-1,633-41%$1.4M$814.0K-$607.1K2026-10-09
Horst & Graben Wealth Management LLC
UNCHANGED2,3892,38900%$854.9K$814.2K-$40.7K2026-11-02
Villere ST Denis J & Co LLC
UNCHANGED2,3762,37600%$839.5K$809.6K-$29.9K2026-11-04
Blue Sky Capital Consultants Group, Inc.
INCREASED2,3752,373+2+0%$838.5K$809.3K-$29.2K2026-10-13
Henderson Brothers Financial Partners, LLC
DECREASED2,3692,370-10%$837.4K$807.3K-$30.2K2026-11-03
NovaPoint Capital, LLC
UNCHANGED2,3652,36500%$835.4K$805.7K-$29.8K2026-10-22
Archer Investment Corp
INCREASED2,3512,280+71+3%$805.6K$801.3K-$4.4K2026-11-05
Smith & Howard Wealth Management, LLC
INCREASED2,3452,175+170+8%$768.5K$799.2K+$30.7K2026-10-27
Sierra Ocean, LLC
INCREASED2,3442,319+25+1%$819.3K$798.7K-$20.7K2026-11-03
Atlatl Advisers LLC
DECREASED2,3432,762-419-15%$975.9K$798.4K-$177.5K2026-10-22
Flossbach VON Storch SE
UNCHANGED2,3382,33800%$826.1K$796.7K-$29.4K2026-10-28
Fjell Capital, LLC
INCREASED2,3362,133+203+10%$753.6K$796.0K+$42.4K2026-10-13
Nicholas Wealth, Llc.
DECREASED2,3212,350-29-1%$830.3K$791.0K-$39.3K2026-10-26
Code Waechter LLC
DECREASED2,3142,321-70%$820.1K$788.4K-$31.7K2026-10-23
Blue Square Asset Management, LLC
UNCHANGED2,3002,30000%$812.7K$783.7K-$29.0K2026-11-02
Mattern Wealth Management LLC
UNCHANGED2,3002,30000%$812.7K$783.7K-$29.0K2026-11-04
Quattro Financial Advisors LLC
UNCHANGED2,3002,30000%$812.7K$783.7K-$29.0K2026-10-15
Letson Investment Management, Inc.
UNCHANGED2,2952,29500%$810.8K$782.1K-$28.7K2026-11-05
Prospect Financial Group LLC
DECREASED2,2923,158-866-27%$1.1M$781.0K-$334.9K2026-11-05
Evansbrook LLC
INCREASED2,2892,118+171+8%$748.4K$780.0K+$31.6K2026-10-16
Fidelity D & D Bancorp Inc
DECREASED2,2852,305-20-1%$814.4K$778.6K-$35.8K2026-11-05
Dynamic Financial Group
UNCHANGED2,2852,28500%$807.4K$778.6K-$28.8K2026-10-28
McCarley & Cook Financial Planners
INCREASED2,2792,155+124+6%$761.3K$776.6K+$15.3K2026-10-21
Tiller Private Wealth, Inc.
INCREASED2,2792,191+88+4%$774.1K$776.5K+$2.4K2026-10-26
Verity Asset Management, Inc.
DECREASED2,2762,415-139-6%$853.3K$775.6K-$77.6K2026-10-30
Navigoe, LLC
INCREASED2,2702,179+91+4%$769.0K$773.0K+$4.0K2026-11-04
Lakeside Advisors, Inc.
INCREASED2,2671,934+333+17%$683.3K$772.5K+$89.1K2026-10-20
First Citizens Financial Corp
DECREASED2,2672,270-30%$802.1K$772.5K-$29.6K2026-10-02
TKG Advisors, LLC
DECREASED2,2652,372-107-5%$838.0K$771.7K-$66.3K2026-11-02
Park Capital Management, LLC / WI
DECREASED2,2652,272-70%$802.7K$771.7K-$31.0K2026-10-13
Leslie Global Wealth, LLC
DECREASED2,2602,350-90-4%$830.3K$770.1K-$60.3K2026-10-26
10Elms LLP
INCREASED2,2592,240+19+1%$791.5K$769.7K-$21.7K2026-11-06
Bingham Private Wealth, LLC
DECREASED2,2542,989-735-25%$1.1M$768.1K-$288.0K2026-11-05
Avaii Wealth Management, LLC
DECREASED2,2522,557-305-12%$903.5K$766.5K-$137.0K2026-10-09
GPM Growth Investors, Inc.
UNCHANGED2,2452,24500%$793.2K$765.0K-$28.3K2026-10-30
Juncture Wealth Strategies, LLC
INCREASED2,2432,174+69+3%$768.1K$764.3K-$3.8K2026-10-06
1834 Investment Advisors Co
UNCHANGED2,2402,24000%$791.5K$763.3K-$28.2K2026-10-16
Diversified Management Inc
INCREASED2,2361,494+742+50%$527.8K$761.8K+$234.1K2026-10-08
Tillman Hartley LLC
UNCHANGED2,2342,23400%$789.3K$761.2K-$28.1K2026-11-06
Wealthcare Capital Partners, LLC
INCREASED2,2312,178+53+2%$769.5K$760.1K-$9.3K2026-10-21
Rydar Equities, Inc.
INCREASED2,2252,224+1+0%$790.4K$772.8K-$17.6K2026-10-13
Wisconsin Wealth Advisors, LLC
INCREASED2,2242,223+1+0%$785.4K$757.9K-$27.5K2026-10-08
RM Financial Services, LLC
INCREASED2,2232,210+13+1%$780.9K$757.5K-$23.4K2026-11-03
Clarity Capital Advisors, LLC
UNCHANGED2,2182,21800%$783.7K$755.9K-$27.9K2026-10-27
My Personal CFO, LLC
NEW2,217—+2,217——$755.4K—2026-10-14
Riverwater Partners LLC
DECREASED2,2162,260-44-2%$798.5K$755.1K-$43.4K2026-11-03
GenWealth Group, Inc.
DECREASED2,2142,310-96-4%$816.2K$754.4K-$61.8K2026-10-16
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED2,2092,20900%$780.5K$752.7K-$27.8K2026-10-27
Taylor Financial Group, Inc.
UNCHANGED2,2092,20900%$780.5K$752.7K-$27.8K2026-11-02
Landmark Wealth Management, LLC
UNCHANGED2,2032,20300%$778.3K$750.5K-$27.7K2026-11-03
Piedmont Capital Management, LLC
UNCHANGED2,2022,20200%$778.0K$750.3K-$27.7K2026-10-21
Cypress Financial Planning LLC
INCREASED2,1982,169+29+1%$766.4K$749.0K-$17.4K2026-10-09
Cherry Tree Wealth Management, LLC
DECREASED2,1962,541-345-14%$897.6K$748.4K-$149.3K2026-10-15
Prosperity Advisers, LLC
INCREASED2,1962,192+4+0%$774.4K$748.4K-$26.0K2026-10-28
Cdkv Holdings LLC
DECREASED2,1902,202-12-1%$777.9K$746.2K-$31.7K2026-10-28
Columbia Bank
UNCHANGED2,1892,18900%$773.4K$745.9K-$27.6K2026-10-29
Capital Square, LLC
DECREASED2,1872,433-246-10%$864.1K$745.5K-$118.5K2026-10-19
Thor Trading Advisors, LLC
INCREASED2,1872,170+17+1%$766.7K$745.2K-$21.5K2026-11-05
Investors Asset Management of Georgia Inc
DECREASED2,1852,340-155-7%$826.8K$744.6K-$82.3K2026-10-20
ASL Financial, LLC
UNCHANGED2,1842,18400%$771.6K$744.1K-$27.4K2026-10-15
Objective Capital Management, LLC
UNCHANGED2,1842,18400%$771.7K$744.3K-$27.4K2026-10-13
Uncommon Cents Investing Inc
INCREASED2,1671,820+347+19%$643.1K$738.4K+$95.3K2026-10-20
Gerber, LLC
UNCHANGED2,1652,16500%$764.9K$737.6K-$27.3K2026-10-21
Advisortrust Partners, LLC
DECREASED2,1642,165-10%$765.0K$737.4K-$27.6K2026-11-02
Madison Park Capital Advisors, LLC
DECREASED2,15011,635-9,485-82%$882.9K$732.4K-$150.4K2026-10-28
Allied Investment Advisors, LLC
DECREASED2,1502,430-280-12%$858.6K$732.6K-$126.0K2026-10-13
Vann Equity Management LLC
INCREASED2,1502,093+57+3%$739.4K$732.6K-$6.8K2026-10-08
Monte Financial Group, LLC
UNCHANGED2,1492,14900%$766.4K$732.3K-$34.2K2026-11-02
HBE Wealth Management, LLC
INCREASED2,1482,071+77+4%$731.7K$731.9K+$1642026-11-06
HMV Wealth Advisors, LLC
INCREASED2,1441,269+875+69%$448.4K$730.5K+$282.2K2026-10-27
Fortem Financial Group, LLC
INCREASED2,1412,112+29+1%$746.1K$729.5K-$16.5K2026-10-20
Conestoga Capital Advisors, LLC
DECREASED2,1402,150-100%$759.7K$729.2K-$30.5K2026-11-02
Kaydan Wealth Management, Inc.
DECREASED2,1382,461-323-13%$869.5K$728.5K-$141.0K2026-10-08
AWM Capital, LLC
DECREASED2,1372,144-70%$757.7K$728.4K-$29.3K2026-10-16
GreatBanc Trust Co
DECREASED2,1342,163-29-1%$764.3K$727.1K-$37.1K2026-11-04
Kondo Wealth Advisors, Inc.
DECREASED2,1312,184-53-2%$771.7K$726.1K-$45.6K2026-10-19
River Street Advisors LLC
UNCHANGED2,1312,13100%$752.9K$726.1K-$26.8K2026-10-22
TTP Investments, Inc.
INCREASED2,1292,128+1+0%$751.9K$725.5K-$26.5K2026-10-30
Phoenix Wealth Advisors
INCREASED2,1251,460+665+46%$515.9K$724.1K+$208.2K2026-11-03
Mcdonald Capital Investors Inc
UNCHANGED2,1252,12500%$750.8K$724.1K-$26.8K2026-10-27
Human Investing LLC
INCREASED2,1112,098+13+1%$741.3K$719.3K-$22.0K2026-10-19
Appalachian Capital Management Ltd
INCREASED2,1101,960+150+8%$692.5K$719.0K+$26.4K2026-10-14
Opus Financial Solutions LLC
DECREASED2,1092,520-411-16%$890.4K$718.6K-$171.8K2026-11-06
Aerodigm Wealth, LLC
INCREASED2,1092,086+23+1%$737.0K$718.7K-$18.4K2026-10-16
Sherman Wealth Management LLC
INCREASED2,1072,106+1+0%$744.2K$718.1K-$26.1K2026-10-16
Financial Symmetry Inc
INCREASED2,1052,075+30+1%$733.2K$717.4K-$15.8K2026-10-06
Transcendent Capital Group LLC
INCREASED2,1001,920+180+9%$678.4K$715.6K+$37.2K2026-10-28
Sara-Bay Financial
UNCHANGED2,1002,10000%$742.0K$715.6K-$26.4K2026-10-21
Svrn Asset Management, LLC
UNCHANGED2,1002,10000%$742.0K$715.6K-$26.4K2026-11-02
5th Street Advisors, LLC
DECREASED2,0992,160-61-3%$763.2K$715.2K-$48.0K2026-11-04
Family Investment Center, Inc.
DECREASED2,0982,281-183-8%$805.9K$714.8K-$91.1K2026-10-19
Avondale Wealth Management
UNCHANGED2,0972,09700%$740.9K$714.5K-$26.4K2026-10-15
IVC Wealth Advisors LLC
INCREASED2,0931,975+118+6%$697.8K$713.2K+$15.3K2026-10-23
Bay Capital Advisors, LLC
UNCHANGED2,0902,09000%$738.5K$712.1K-$26.3K2026-10-16
Clark Financial Services Group Inc
INCREASED2,0862,055+31+2%$726.1K$710.8K-$15.3K2026-10-19
Foundry Financial LLC
INCREASED2,0841,996+88+4%$705.4K$710.2K+$4.8K2026-10-16
MKT Advisors LLC
DECREASED2,0833,323-1,240-37%$1.2M$718.4K-$490.0K2026-10-20
Share Andrew L.
NEW2,081—+2,081——$709.1K—2026-11-06
Cornerstone Planning, LLC
UNCHANGED2,0812,08100%$735.4K$734.5K-$9112026-10-27
Renasant Bank
DECREASED2,0762,549-473-19%$900.6K$707.4K-$193.3K2026-11-05
Wincap Financial LLC
DECREASED2,0752,157-82-4%$762.0K$707.0K-$55.0K2026-10-20
LightSquare Wealth Management, LLC
INCREASED2,0722,036+36+2%$719.4K$706.0K-$13.4K2026-11-03
Robinson Smith Wealth Advisors LLC
UNCHANGED2,0702,07000%$731.4K$705.3K-$26.1K2026-10-22
Cypress Point Wealth Management, LLC
DECREASED2,0692,535-466-18%$895.8K$705.1K-$190.7K2026-11-03
D.B. Root & Company, LLC
INCREASED2,0652,042+23+1%$721.5K$703.5K-$18.0K2026-11-04
Pacific Excel Wealth Advisors, Inc.
DECREASED2,0577,143-5,086-71%$2.5M$700.6K-$1.8M2026-10-27
Goodman Advisory Group, LLC
UNCHANGED2,0542,05400%$725.7K$699.9K-$25.9K2026-11-02
Brick & Kyle, Associates
INCREASED2,0532,052+1+0%$588.8K$699.5K+$110.7K2026-11-05
Wealthstar Advisors, LLC
UNCHANGED2,0532,05300%$725.4K$699.7K-$25.7K2026-10-19
Builder Investment Group Inc
UNCHANGED2,0522,05200%$725.0K$699.2K-$25.8K2026-10-22
Sugar Maple Asset Management, LLC
INCREASED2,0482,029+19+1%$716.9K$697.8K-$19.1K2026-10-13
Wheelhouse Advisory Group LLC
INCREASED2,0421,860+182+10%$657.2K$695.9K+$38.8K2026-10-20
Foronjy Financial LLC
INCREASED2,0341,631+403+25%$576.1K$692.9K+$116.8K2026-10-14
Hibernia Wealth Partners, LLC
INCREASED2,030996+1,034+104%$351.9K$691.5K+$339.6K2026-10-29
Clear Retirement Advice LLC
INCREASED2,0271,852+175+9%$654.4K$690.7K+$36.3K2026-10-22
Cynosure Group, LLC
UNCHANGED2,0272,02700%$716.2K$690.7K-$25.5K2026-11-03
Praetorian Wealth Management, Inc.
DECREASED2,0252,029-40%$716.9K$690.0K-$26.9K2026-10-16
Teamwork Financial Advisors, LLC
DECREASED2,02415,612-13,588-87%$5.5M$689.7K-$4.8M2026-10-19
Purus Wealth Management, LLC
INCREASED2,0191,819+200+11%$642.7K$688.1K+$45.4K2026-10-15
Bayban
UNCHANGED2,0182,01800%$713.0K$713.0K$02026-11-05
Weinberger Asset Management, Inc
DECREASED2,0162,097-81-4%$748.0K$687.0K-$61.0K2026-10-28
Seamount Financial Group Inc
INCREASED2,0151,503+512+34%$531.1K$686.6K+$155.5K2026-10-21
Missouri Trust & Investment Co
UNCHANGED2,0102,01000%$716.9K$684.9K-$32.0K2026-11-04
Landaas & Co
INCREASED2,0091,931+78+4%$682.3K$684.5K+$2.3K2026-10-29
Hopwood Financial Services, Inc.
DECREASED2,0022,012-100%$710.9K$682.3K-$28.7K2026-10-29
Paradigm Asset Management Co LLC
DECREASED2,0003,130-1,130-36%$1.1M$681.5K-$424.4K2026-11-05
Luma Capital S.A. - SPF
UNCHANGED2,0002,00000%$706.7K$681.5K-$25.2K2026-10-21
Payden & Rygel
UNCHANGED2,0002,00000%$707.0K$681.0K-$26.0K2026-10-28
Roth Financial Partners LLC
UNCHANGED2,0002,00000%$706.7K$681.5K-$25.2K2026-10-06
Q Fund Management (Hong Kong) Ltd
UNCHANGED2,0002,00000%$706.7K$681.5K-$25.2K2026-10-14
Samalin Investment Counsel, LLC
DECREASED1,9932,560-567-22%$904.5K$679.0K-$225.6K2026-10-23
Guardian Capital, LLC
INCREASED1,9911,891+100+5%$668.1K$678.4K+$10.2K2026-11-06
Omnitrust Wealth Management, Inc
NEW1,987—+1,987——$677.1K—2026-11-02
Merkkuri Wealth Advisors LLC
INCREASED1,9831,981+2+0%$699.9K$675.6K-$24.3K2026-11-03
Wolff Wiese Magana LLC
DECREASED1,9802,020-40-2%$713.7K$674.7K-$39.1K2026-10-15
Oceanside Advisors LLC
UNCHANGED1,9801,98000%$699.6K$674.7K-$24.9K2026-11-03
Verity & Verity, LLC
UNCHANGED1,9721,97200%$696.8K$671.9K-$24.8K2026-10-23
Kesler, Norman & Wride, LLC
INCREASED1,9701,895+75+4%$669.6K$671.5K+$2.0K2026-11-06
Curran Financial Partners, LLC
INCREASED1,9691,856+113+6%$655.7K$670.9K+$15.2K2026-11-04
Compass Planning Associates Inc
INCREASED1,9681,727+241+14%$610.2K$670.7K+$60.5K2026-10-13
Arjuna Capital
DECREASED1,9581,962-40%$693.2K$667.2K-$26.1K2026-11-03
Iron Financial LLC
INCREASED1,9581,957+1+0%$691.6K$667.2K-$24.4K2026-10-23
Wrenne Financial Planning LLC
INCREASED1,9521,941+11+1%$685.8K$665.4K-$20.3K2026-10-30
Nabity-Jensen Investment Management Inc
UNCHANGED1,9481,94800%$688.3K$663.8K-$24.5K2026-10-23
Strategic Advisory Partners, LLC
UNCHANGED1,9471,94700%$687.9K$663.4K-$24.5K2026-11-06
Southern Capital Advisors, LLC
UNCHANGED1,9471,94700%$687.9K$663.4K-$24.4K2026-10-26
Elm3 Financial Group, LLC
DECREASED1,9431,987-44-2%$701.9K$661.9K-$40.0K2026-10-07
Clark & Stuart, Inc
UNCHANGED1,9421,94200%$686.3K$661.8K-$24.5K2026-10-14
Davidson Kahn Capital Management, LLC
INCREASED1,9291,854+75+4%$655.2K$657.4K+$2.3K2026-10-26
Thryve Wealth Management LLC
INCREASED1,9231,836+87+5%$648.7K$655.2K+$6.5K2026-10-09
IMG Wealth Management, Inc.
INCREASED1,9231,915+8+0%$676.6K$655.2K-$21.4K2026-10-27
Old Port Advisors
INCREASED1,9111,826+85+5%$645.2K$651.2K+$6.0K2026-10-23
FFG Partners, LLC
DECREASED1,9011,911-10-1%$675.4K$648.0K-$27.4K2026-10-15
Financial Insights, Inc.
DECREASED1,8972,034-137-7%$718.7K$646.5K-$72.1K2026-10-27
Stronghold Wealth Management L.L.C.
INCREASED1,8961,891+5+0%$668.1K$646.0K-$22.1K2026-10-16
Opulen Financial Group LLC
INCREASED1,8941,884+10+1%$665.7K$645.4K-$20.3K2026-10-22
First Premier Bank
INCREASED1,8911,876+15+1%$629.0K$607.0K-$22.0K2026-10-13
Shulman DeMeo Asset Management LLC
DECREASED1,8891,993-104-5%$704.2K$649.7K-$54.5K2026-10-09
Friday Financial
INCREASED1,8871,675+212+13%$609.1K$632.0K+$22.9K2026-10-09
Bond & Devick Financial Network, Inc.
DECREASED1,8852,142-257-12%$756.8K$642.3K-$114.5K2026-10-23
Highland Financial Advisors, LLC
INCREASED1,8841,391+493+35%$491.3K$641.8K+$150.5K2026-10-19
WealthSpring Partners, LLC
DECREASED1,8832,194-311-14%$775.2K$641.7K-$133.5K2026-10-14
Capital City Trust Co
DECREASED1,8831,908-25-1%$674.2K$641.6K-$32.5K2026-10-22
Tran Capital Management, L.P.
NEW1,875—+1,875——$638.9K—2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED1,8721,87200%$661.3K$638.0K-$23.3K2026-10-26
Cogent Strategic Wealth LLC
UNCHANGED1,8701,87000%$660.7K$637.2K-$23.5K2026-10-22
tru Independence LLC
INCREASED1,8691,566+303+19%$553.3K$636.9K+$83.6K2026-10-20
Heritage OAK Wealth Advisors LLC
INCREASED1,8691,626+243+15%$574.4K$636.8K+$62.4K2026-10-14
Southern Financial Group, LLC
INCREASED1,8631,862+1+0%$658.1K$634.9K-$23.2K2026-10-30
Atlantic Edge Private Wealth Management, LLC
DECREASED1,8581,938-80-4%$684.8K$633.1K-$51.7K2026-10-20
Davis-Rea Ltd.
DECREASED1,8571,872-15-1%$661.4K$632.8K-$28.7K2026-10-13
Diversified Portfolios, Inc.
DECREASED1,8541,967-113-6%$695.0K$631.7K-$63.3K2026-11-04
Wealth Management Nebraska
INCREASED1,8511,611+240+15%$569.2K$630.7K+$61.5K2026-10-26
Pittenger & Anderson Inc
UNCHANGED1,8491,84900%$653.3K$630.0K-$23.3K2026-11-02
Ifrah Financial Services, Inc.
DECREASED1,8411,890-49-3%$667.8K$627.2K-$40.6K2026-10-13
O'Connor Financial Group LLC
INCREASED1,8391,833+6+0%$647.7K$626.6K-$21.0K2026-10-26
Global Wealth Strategies & Associates
INCREASED1,8351,232+603+49%$435.4K$625.3K+$189.9K2026-10-02
RS Crum Inc.
UNCHANGED1,8351,83500%$648.4K$625.3K-$23.1K2026-10-19
Beacon Financial Planning, Inc
INCREASED1,8321,705+127+7%$602.5K$624.2K+$21.7K2026-11-04
St. Louis Trust Co
NEW1,829—+1,829——$623.2K—2026-11-03
Donalies Financial Planning, LLC
INCREASED1,8261,825+1+0%$644.8K$622.1K-$22.7K2026-10-19
Merited Wealth, LLC
DECREASED1,8211,933-112-6%$683.0K$620.5K-$62.5K2026-10-13
Zenith Solutions, Inc.
INCREASED1,8201,540+280+18%$544.0K$620.2K+$76.1K2026-10-19
Outbound Financial Inc
UNCHANGED1,8201,82000%$643.1K$620.1K-$22.9K2026-10-13
Lebenthal Global Advisors, LLC
DECREASED1,8191,962-143-7%$693.3K$619.8K-$73.5K2026-10-28
Keeler & Nadler Financial Planning & Wealth Management
INCREASED1,8061,802+4+0%$636.7K$615.2K-$21.5K2026-10-28
Global Trust Wealth Management LLC
NEW1,805—+1,805——$615.0K—2026-10-14
Hara Capital LLC
UNCHANGED1,7951,79500%$634.2K$611.6K-$22.6K2026-10-30
Baring Financial LLC
INCREASED1,7921,767+25+1%$624.2K$610.6K-$13.6K2026-10-07
Covestor Ltd
DECREASED1,7892,896-1,107-38%$1.0M$610.0K-$414.0K2026-10-30
Willner & Heller, LLC
DECREASED1,7881,812-24-1%$640.1K$609.2K-$30.9K2026-10-28
Foundry Financial Group, Inc.
INCREASED1,7801,715+65+4%$606.0K$606.5K+$5562026-10-28
Halter Ferguson Financial Inc.
DECREASED1,7791,919-140-7%$678.0K$606.2K-$71.9K2026-10-21
O'Keefe Stevens Advisory, Inc.
INCREASED1,7781,531+247+16%$540.9K$605.8K+$64.9K2026-10-09
Bluesphere Advisors LLC
INCREASED1,7771,677+100+6%$592.6K$605.6K+$13.1K2026-10-19
Great Waters Wealth Management
INCREASED1,7771,756+21+1%$620.5K$605.7K-$14.9K2026-10-07
Oliver Luxxe Assets LLC
INCREASED1,7761,774+2+0%$626.8K$605.2K-$21.7K2026-10-14
Bauman Advisory Group, LLC
INCREASED1,7721,764+8+0%$623.2K$603.7K-$19.5K2026-10-29
Odyssey Capital Advisors, Inc.
DECREASED1,7671,962-195-10%$693.2K$602.2K-$91.0K2026-10-26
Belleair Asset Management, LLC
INCREASED1,7671,648+119+7%$582.4K$602.0K+$19.6K2026-11-03
Essential Partners LLC
DECREASED1,7661,824-58-3%$644.5K$601.7K-$42.7K2026-10-14
Left Brain Wealth Management, LLC
DECREASED1,7652,768-1,003-36%$978.0K$601.4K-$376.6K2026-10-28
Thompson Investment Management, Inc.
DECREASED1,7602,260-500-22%$798.5K$599.7K-$198.8K2026-10-14
Clarity Wealth Development LLC
DECREASED1,7591,996-237-12%$705.2K$599.4K-$105.9K2026-10-22
Opus Capital Group, LLC
INCREASED1,7541,689+65+4%$597.0K$598.0K+$1.0K2026-10-30
MinichMacGregor Wealth Management, LLC
INCREASED1,7511,749+2+0%$618.0K$596.4K-$21.6K2026-10-14
Darrow Company, Inc.
DECREASED1,7481,749-10%$617.9K$596.0K-$22.0K2026-10-22
Marotta Asset Management
UNCHANGED1,7381,73800%$622.0K$592.2K-$29.8K2026-10-02
AXS Investments LLC
NEW1,736—+1,736——$591.5K—2026-11-04
Juno Financial Group LLC
INCREASED1,7291,502+227+15%$530.6K$589.2K+$58.7K2026-10-27
Fagan Associates, Inc.
UNCHANGED1,7171,71700%$606.7K$585.1K-$21.6K2026-10-13
Meritas Wealth Management, LLC
UNCHANGED1,7141,71400%$605.6K$584.0K-$21.6K2026-10-14
Account Management LLC
UNCHANGED1,7001,70000%$600.7K$579.3K-$21.4K2026-11-04
Idaho Trust Co
DECREASED1,6991,773-74-4%$626.4K$578.9K-$47.5K2026-11-04
Downshift Financial, LLC
INCREASED1,6971,671+26+2%$590.4K$578.2K-$12.2K2026-10-13
Spectrum Planning & Advisory Services Inc.
INCREASED1,6891,077+612+57%$380.5K$575.3K+$194.9K2026-11-05
Councilor Wealth, LLC
UNCHANGED1,6851,68500%$595.6K$574.4K-$21.2K2026-10-09
Insight Inv LLC
DECREASED1,6801,745-65-4%$616.6K$572.4K-$44.1K2026-10-27
Hurlow Wealth Management Group, Inc.
UNCHANGED1,6701,67000%$590.1K$569.0K-$21.0K2026-10-29
Shum Financial Group, Inc.
UNCHANGED1,6701,67000%$590.1K$569.0K-$21.0K2026-10-13
ADG Wealth Management Group, LLC
UNCHANGED1,6611,66100%$586.9K$566.0K-$20.9K2026-10-23
AF Advisors, Inc.
INCREASED1,660660+1,000+152%$233.2K$565.6K+$332.4K2026-11-06
Zinnia Wealth Advisory, LLC
DECREASED1,6541,828-174-10%$645.8K$563.6K-$82.2K2026-11-06
Freedom Day Solutions, LLC
INCREASED1,650999+651+65%$353.0K$562.2K+$209.2K2026-10-20
Sprinkle Financial Consultants LLC
DECREASED1,6461,912-266-14%$675.5K$561.0K-$114.5K2026-10-09
Peterson Wealth Services
INCREASED1,6461,645+1+0%$581.3K$560.7K-$20.6K2026-10-26
Bright Financial Advisors, Inc.
DECREASED1,6401,704-64-4%$602.3K$558.7K-$43.5K2026-10-23
Advantage Trust Co
UNCHANGED1,6401,64000%$579.5K$558.8K-$20.6K2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
DECREASED1,6381,661-23-1%$587.1K$558.3K-$28.8K2026-10-09
True Link Financial Advisors, LLC
DECREASED1,6341,637-30%$578.4K$556.8K-$21.6K2026-10-27
Arch Global Advisors, LLC
INCREASED1,6331,541+92+6%$544.5K$556.4K+$11.9K2026-10-23
Brickley Wealth Management
UNCHANGED1,6321,63200%$576.6K$556.1K-$20.5K2026-11-04
Family Office Research LLC
DECREASED1,6281,795-167-9%$634.1K$554.9K-$79.2K2026-10-14
Sterling Financial Planning, Inc.
DECREASED1,6261,676-50-3%$592.2K$554.1K-$38.1K2026-10-28
Blvd Private Wealth, LLC
DECREASED1,6181,652-34-2%$583.7K$551.3K-$32.4K2026-10-14
Sterling Wealth Management, Inc.
UNCHANGED1,6151,61500%$570.6K$550.3K-$20.3K2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED1,6151,61500%$570.8K$550.5K-$20.3K2026-10-23
Wilkins Miller Wealth Management, LLC
INCREASED1,6111,610+1+0%$568.9K$548.8K-$20.1K2026-10-13
Redwood Family Wealth LLC
INCREASED1,6101,583+27+2%$559.5K$548.4K-$11.1K2026-10-20
Cornerstone Advisors Asset Management, LLC
INCREASED1,608655+953+146%$231.4K$547.9K+$316.5K2026-11-06
Chung Wu Investment Group, LLC
DECREASED1,6052,070-465-22%$731.4K$546.9K-$184.5K2026-11-03
Unify Financial Advisors
DECREASED1,6051,635-30-2%$577.7K$546.9K-$30.8K2026-11-03
Birchwood Financial Partners, Inc.
UNCHANGED1,6031,60300%$566.4K$546.2K-$20.1K2026-11-02
LVZ, Inc.
DECREASED1,6001,612-12-1%$569.4K$545.1K-$24.4K2026-10-20
Cooke & Bieler LP
UNCHANGED1,6001,60000%$565.3K$545.2K-$20.1K2026-10-21
Birchbrook, Inc.
DECREASED1,5991,607-80%$568.0K$544.7K-$23.3K2026-10-14
Shore Point Advisors, LLC
NEW1,598—+1,598——$544.7K—2026-10-14
Invenio Wealth Partners LLC
INCREASED1,5961,546+50+3%$546.2K$543.8K-$2.4K2026-10-20
Mills Wealth Advisors LLC
INCREASED1,5921,564+28+2%$552.7K$542.5K-$10.2K2026-10-22
L.K. Benson & Company, P.C.
UNCHANGED1,5921,59200%$562.5K$542.5K-$20.0K2026-10-23
SoundView Advisors Inc.
DECREASED1,5863,730-2,144-57%$1.3M$540.0K-$778.0K2026-11-04
Coastline Trust Co
DECREASED1,5752,372-797-34%$838.1K$536.7K-$301.4K2026-10-01
Higgins & Schmidt Wealth Strategies LLC
INCREASED1,5751,527+48+3%$539.4K$536.6K-$2.8K2026-10-26
Bryant Woods Investment Advisors, LLC
DECREASED1,5731,618-45-3%$571.7K$536.3K-$35.4K2026-10-26
Columbus Macro, LLC
UNCHANGED1,5731,57300%$555.8K$536.0K-$19.8K2026-10-14
Midway Capital Research & Management
UNCHANGED1,5651,56500%$553.0K$533.3K-$19.7K2026-10-20
Sincerus Advisory, LLC
INCREASED1,5591,494+65+4%$527.9K$531.1K+$3.2K2026-10-09
Advanced Asset Management Advisors Inc
UNCHANGED1,5551,55500%$549.4K$529.9K-$19.6K2026-10-20
Eurizon SLJ Capital Ltd
INCREASED1,5511,452+99+7%$513.0K$528.5K+$15.5K2026-11-06
Challenger Wealth Management
INCREASED1,5491,354+195+14%$478.5K$527.9K+$49.4K2026-10-30
Valued Retirements, Inc.
UNCHANGED1,5461,54600%$546.2K$526.8K-$19.5K2026-11-06
A. D. Beadell Investment Counsel, Inc.
UNCHANGED1,5451,54500%$545.0K$526.0K-$19.0K2026-10-14
Tlwm
DECREASED1,5441,767-223-13%$624.3K$526.1K-$98.2K2026-10-09
Pathway Financial Advisors LLC
UNCHANGED1,5441,54400%$549.9K$526.1K-$23.8K2026-10-07
Joseph Group Capital Management
INCREASED1,5401,463+77+5%$516.9K$524.7K+$7.8K2026-11-04
IMZ Advisory Inc
INCREASED1,5371,536+1+0%$542.8K$523.8K-$19.0K2026-11-03
PCG Asset Management, LLC
DECREASED1,5327,480-5,948-80%$2.6M$522.0K-$2.1M2026-11-05
Stage Harbor Financial, LLC
DECREASED1,5301,660-130-8%$586.5K$521.3K-$65.2K2026-11-03
Strategic Wealth Investment Group, LLC
INCREASED1,5241,294+230+18%$457.2K$519.3K+$62.1K2026-10-29
WealthCare Asset Management, LLC
DECREASED1,5233,006-1,483-49%$1.1M$519.0K-$543.3K2026-10-26
Droms Strauss Advisors Inc
DECREASED1,5221,583-61-4%$559.2K$518.5K-$40.7K2026-11-03
Leelyn Smith, LLC
INCREASED1,5211,502+19+1%$530.6K$518.2K-$12.4K2026-11-03
Integras Partners LLC
DECREASED1,5171,572-55-3%$555.3K$516.8K-$38.5K2026-10-30
Fullerton Advisors, LLC
INCREASED1,5141,511+3+0%$533.8K$515.7K-$18.0K2026-10-14
GuidedMoney, LLC
UNCHANGED1,5141,51400%$534.9K$515.9K-$19.1K2026-10-29
Advisors Management Group Inc
UNCHANGED1,5061,50600%$532.0K$513.0K-$19.0K2026-11-05
Vestia Personal Wealth Advisors
DECREASED1,5041,513-9-1%$534.5K$512.5K-$22.0K2026-10-20
Parr Mcknight Wealth Management Group, LLC
UNCHANGED1,5011,50100%$530.4K$511.5K-$18.9K2026-10-30
Inman Jager Wealth Management, LLC
INCREASED1,4991,422+77+5%$502.4K$510.8K+$8.3K2026-11-05
RHS Financial, LLC
INCREASED1,4981,018+480+47%$359.8K$510.3K+$150.5K2026-10-13
Loudon Investment Management, LLC
UNCHANGED1,4951,49500%$528.2K$509.4K-$18.8K2026-11-06
A4 Wealth Advisors LLC
DECREASED1,4931,632-139-9%$576.6K$508.7K-$67.9K2026-10-20
Entrust Financial LLC
UNCHANGED1,4931,49300%$527.7K$508.9K-$18.8K2026-11-04
Enzi Wealth
INCREASED1,485888+597+67%$317.3K$519.0K+$201.7K2026-10-14
Flower City Capital
DECREASED1,4831,506-23-2%$532.1K$505.3K-$26.8K2026-10-15
Sound Financial Strategies Group, LLC
DECREASED1,4791,491-12-1%$526.8K$504.0K-$22.9K2026-10-30
Bank & Trust Co
DECREASED1,4711,476-50%$521.5K$501.2K-$20.3K2026-10-07
Denver PWM, LLC
INCREASED1,4711,470+1+0%$505.1K$501.2K-$3.9K2026-10-22
MBA Advisors LLC
UNCHANGED1,4701,47000%$519.4K$500.9K-$18.5K2026-10-29
Gordian Advisors LLC
INCREASED1,4651,464+1+0%$517.4K$499.1K-$18.3K2026-10-30
Pinion Investment Advisors, LLC
DECREASED1,4631,469-60%$519.0K$498.5K-$20.5K2026-11-04
Kelly Financial Services LLC
INCREASED1,4611,420+41+3%$501.7K$498.0K-$3.7K2026-10-20
Hixon Zuercher, LLC
INCREASED1,4581,440+18+1%$508.8K$496.8K-$12.0K2026-10-13
OFC Financial Planning, LLC
UNCHANGED1,4581,45800%$515.2K$496.8K-$18.4K2026-11-06
Leeward Financial Partners, LLC
UNCHANGED1,4571,45700%$514.8K$496.5K-$18.3K2026-10-23
Sidoxia Capital Management, LLC
UNCHANGED1,4511,45100%$512.7K$494.4K-$18.3K2026-10-28
Bullseye Investment Management, LLC
UNCHANGED1,4491,44900%$512.0K$493.7K-$18.2K2026-10-29
Wealth Advisors Northwest LLC
DECREASED1,4461,494-48-3%$527.9K$492.7K-$35.2K2026-10-29
Courage Miller Partners, LLC
UNCHANGED1,4451,44500%$510.6K$492.4K-$18.2K2026-10-21
Rayburn West Financial Services LLC
INCREASED1,4421,200+242+20%$424.0K$491.3K+$67.4K2026-11-03
Lynx Investment Advisory
DECREASED1,4413,807-2,366-62%$1.3M$491.0K-$854.1K2026-10-27
Valtinson Bruner Financial Planning LLC
DECREASED1,4401,673-233-14%$591.2K$490.6K-$100.6K2026-11-02
Stegent Equity Advisors, Inc.
DECREASED1,4371,663-226-14%$587.6K$489.6K-$97.9K2026-10-13
Murphy & Mullick Capital Management Corp
INCREASED1,4371,337+100+7%$472.2K$489.5K+$17.3K2026-11-02
Truefg, LLC
INCREASED1,4371,434+3+0%$506.7K$489.6K-$17.0K2026-10-15
Chris Bulman Inc
UNCHANGED1,4361,43600%$507.5K$489.4K-$18.1K2026-10-20
Coston, McIsaac & Partners
INCREASED1,4331,387+46+3%$490.0K$488.4K-$1.6K2026-11-06
Detalus Advisors, LLC
UNCHANGED1,4331,43300%$506.3K$488.3K-$18.0K2026-10-15
SpringVest Wealth Management LLC
INCREASED1,432924+508+55%$326.5K$487.9K+$161.5K2026-10-27
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED1,4321,43200%$505.9K$487.9K-$18.0K2026-11-03
Abundance Wealth Counselors
INCREASED1,4291,239+190+15%$437.8K$487.1K+$49.3K2026-10-26
Ameraudi Asset Management, Inc.
DECREASED1,4271,507-80-5%$532.5K$486.2K-$46.2K2026-11-05
Addison Advisors LLC
INCREASED1,4261,393+33+2%$492.2K$485.9K-$6.3K2026-11-06
Alternative Investment Advisors, Llc.
DECREASED1,4251,562-137-9%$552.2K$485.7K-$66.5K2026-11-03
Fogel Capital Management, Inc.
UNCHANGED1,4221,42200%$502.4K$484.5K-$17.9K2026-11-04
WealthCare Investment Partners, LLC
INCREASED1,4201,419+1+0%$501.3K$483.8K-$17.6K2026-11-05
Triune Financial Partners, LLC
INCREASED1,4161,370+46+3%$484.2K$482.6K-$1.6K2026-11-03
Edge Wealth Management LLC
INCREASED1,4141,413+1+0%$499.4K$489.4K-$10.0K2026-10-13
Orrstown Financial Services Inc
DECREASED1,4131,461-48-3%$516.2K$481.5K-$34.7K2026-10-14
Paller Financial Services Inc
DECREASED1,4131,424-11-1%$503.1K$481.5K-$21.7K2026-10-13
Focus Wealth Advisors, LLC
INCREASED1,4131,412+1+0%$499.0K$481.4K-$17.5K2026-10-14
Mustard Seed Financial, LLC
DECREASED1,4101,581-171-11%$558.6K$480.4K-$78.1K2026-10-30
LiftPoint Family Wealth Advisors LLC
DECREASED1,4091,442-33-2%$509.5K$480.1K-$29.4K2026-11-03
Wealth Group, Ltd.
DECREASED1,4077,760-6,353-82%$2.7M$479.0K-$2.3M2026-10-30
Meixler Investment Management, Ltd.
DECREASED1,4071,415-8-1%$500.0K$479.4K-$20.5K2026-11-03
Two Point Capital Management, Inc.
INCREASED1,4051,296+109+8%$457.9K$478.7K+$20.8K2026-10-16
North Forty Two & Co.
DECREASED1,4051,415-10-1%$500.0K$478.7K-$21.2K2026-10-19
Atlas Wealth Partners, LLC
UNCHANGED1,4051,40500%$496.4K$478.7K-$17.7K2026-11-03
Harfst & Associates, Inc.
UNCHANGED1,4051,40500%$496.4K$478.7K-$17.7K2026-10-20
Citrine Capital LLC
INCREASED1,4021,351+51+4%$477.3K$477.7K+$3682026-10-14
First Hawaiian Bank
UNCHANGED1,4001,40000%$494.7K$477.0K-$17.6K2026-10-14
Lutz Financial Services LLC
DECREASED1,3991,694-295-17%$598.5K$476.7K-$121.8K2026-11-06
Apex Wealth Management, LLC
UNCHANGED1,3971,39700%$493.5K$476.1K-$17.5K2026-10-20
Holos Integrated Wealth LLC
INCREASED1,394970+424+44%$352.7K$474.2K+$121.5K2026-10-23
Bullock Wealth Management Group
INCREASED1,3921,311+81+6%$469.3K$466.2K-$3.1K2026-10-09
Aegis Wealth Management, Inc.
DECREASED1,3881,400-12-1%$494.7K$472.9K-$21.7K2026-10-26
Continuum Wealth Advisors, LLC
INCREASED1,3861,286+100+8%$454.4K$472.3K+$17.9K2026-10-20
Succession Financial, Inc.
INCREASED1,3821,378+4+0%$486.9K$471.0K-$15.9K2026-10-14
Fidelis iM, LLC
NEW1,381—+1,381——$470.6K—2026-10-16
Seneca Financial Advisors LLC
INCREASED1,3761,361+15+1%$480.9K$468.9K-$12.0K2026-10-28
A&I Financial Services, LLC
INCREASED1,3751,337+38+3%$472.4K$468.5K-$3.9K2026-10-15
Pachira Investments Inc.
DECREASED1,3751,377-20%$486.5K$468.4K-$18.1K2026-10-14
Arrien Investments, Inc.
UNCHANGED1,3741,37400%$485.5K$468.2K-$17.3K2026-10-30
Keener Financial Planning LLC
INCREASED1,370950+420+44%$335.0K$466.8K+$131.8K2026-11-06
ShankerValleau Wealth Advisors, Inc.
DECREASED1,3701,406-36-3%$496.8K$466.8K-$30.0K2026-10-16
Financial Enhancement Group LLC
INCREASED1,3701,368+2+0%$483.4K$475.9K-$7.5K2026-10-08
Targeted Financial Services LLC
UNCHANGED1,3681,36800%$483.4K$466.2K-$17.2K2026-10-19
Waystone Advisors LLC
UNCHANGED1,3641,36400%$481.9K$481.9K$02026-10-16
Trust Co of Kansas
UNCHANGED1,3631,36300%$482.0K$464.0K-$18.0K2026-11-06
Willis Investment Counsel
UNCHANGED1,3601,36000%$480.5K$463.4K-$17.1K2026-10-20
Ballast Rock Private Wealth LLC
UNCHANGED1,3591,35900%$480.2K$463.2K-$17.0K2026-10-26
BOS Asset Management, LLC
INCREASED1,3521,288+64+5%$455.1K$460.7K+$5.6K2026-10-09
PFG Private Wealth Management, LLC
INCREASED1,3471,343+4+0%$474.4K$459.0K-$15.4K2026-10-15
Gould Asset Management LLC
INCREASED1,3461,336+10+1%$472.0K$458.6K-$13.4K2026-11-06
JDH Wealth Management, LLC
INCREASED1,3441,336+8+1%$472.0K$458.0K-$14.1K2026-10-20
Smith Partners Wealth Management, LLC
DECREASED1,3431,760-417-24%$621.9K$457.6K-$164.2K2026-11-05
Crescent Sterling, Ltd.
INCREASED1,3401,165+175+15%$411.6K$456.6K+$45.0K2026-10-16
McClarren Financial Advisors, Inc.
INCREASED1,3401,339+1+0%$473.3K$456.5K-$16.8K2026-10-15
Asset Allocation Strategies LLC
DECREASED1,3351,349-14-1%$476.6K$454.8K-$21.9K2026-10-20
Armbruster Capital Management, Inc.
DECREASED1,3341,354-20-1%$478.4K$454.5K-$23.9K2026-10-19
Lifelong Wealth Advisors, Inc.
INCREASED1,3331,332+1+0%$470.6K$454.2K-$16.4K2026-10-19
McCarthy Asset Management, Inc.
DECREASED1,3321,482-150-10%$523.6K$453.9K-$69.8K2026-10-20
First Fiduciary Investment Counsel, Inc.
INCREASED1,3321,330+2+0%$470.0K$454.0K-$16.0K2026-10-27
Good Harbor Advisors, Inc.
DECREASED1,3311,394-63-5%$492.7K$453.7K-$39.0K2026-10-20
Altium Investment Strategies LLC
UNCHANGED1,3281,32800%$471.5K$464.2K-$7.3K2026-10-20
Gutierrez Wealth Advisory, LLC
INCREASED1,326857+469+55%$302.8K$451.8K+$149.0K2026-11-02
Verus Financial Partners, Inc.
INCREASED1,3241,238+86+7%$437.4K$451.1K+$13.7K2026-10-29
Palatine Hill Wealth Management, LLC
DECREASED1,3241,374-50-4%$485.5K$451.1K-$34.3K2026-11-03
Ehrlich Financial Group
DECREASED1,3211,342-21-2%$474.3K$450.2K-$24.1K2026-10-20
Stack Financial Management, Inc
UNCHANGED1,3211,32100%$466.7K$450.1K-$16.6K2026-11-02
Heritage Wealth Management, Inc.
DECREASED1,3171,322-50%$467.1K$448.8K-$18.3K2026-10-27
Mascoma Wealth Management LLC
INCREASED1,3121,251+61+5%$442.0K$447.1K+$5.0K2026-10-23
Planning Strategies Inc.
DECREASED1,3111,380-69-5%$487.7K$446.6K-$41.1K2026-10-02
Carrera Capital Advisors
DECREASED1,3091,409-100-7%$497.8K$446.2K-$51.7K2026-11-03
Latitude Advisors, LLC
INCREASED1,3081,173+135+12%$414.3K$445.7K+$31.3K2026-10-27
Private Wealth Management Group, LLC
DECREASED1,3071,333-26-2%$471.0K$445.4K-$25.6K2026-10-19
Teza Capital Management LLC
INCREASED1,3061,191+115+10%$420.8K$445.0K+$24.2K2026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED1,3051,30500%$461.1K$444.7K-$16.4K2026-10-30
Hoey Investments, Inc
DECREASED1,3042,683-1,379-51%$948.0K$444.3K-$503.7K2026-10-29
KFA Private Wealth Group, LLC
DECREASED1,3021,339-37-3%$473.4K$443.7K-$29.7K2026-10-07
Marquette Asset Management, LLC
INCREASED1,3001,200+100+8%$424.0K$443.0K+$19.0K2026-10-09
Grove Street Fiduciary, LLC
UNCHANGED1,3001,30000%$459.3K$443.0K-$16.4K2026-10-13
Rockingstone Advisors LLC
UNCHANGED1,2961,29600%$457.9K$441.6K-$16.3K2026-10-16
Destiny Capital Corp
INCREASED1,294891+403+45%$314.7K$441.1K+$126.4K2026-11-03
Winter & Associates, Inc.
DECREASED1,2921,761-469-27%$622.3K$434.7K-$187.5K2026-10-23
Brady Martz Wealth Solutions, LLC
DECREASED1,2901,298-8-1%$458.5K$439.5K-$19.0K2026-11-05
Fusion Capital, LLC
INCREASED1,2891,278+11+1%$451.6K$439.2K-$12.4K2026-10-28
TSA Wealth Managment LLC
UNCHANGED1,2881,28800%$455.1K$438.9K-$16.2K2026-10-22
Persium Advisors, LLC
DECREASED1,2871,301-14-1%$459.7K$438.5K-$21.2K2026-10-07
Howard Bailey Securities, LLC
DECREASED1,2842,294-1,010-44%$810.4K$437.5K-$372.9K2026-10-27
Saxon Interests, Inc.
DECREASED1,2753,065-1,790-58%$1.1M$434.4K-$648.5K2026-10-26
McGlone Suttner Wealth Management, Inc.
UNCHANGED1,2751,27500%$450.3K$434.3K-$16.0K2026-10-13
AdviceOne Advisory Services, LLC
UNCHANGED1,2691,26900%$448.5K$432.5K-$16.0K2026-10-19
Adkins Seale Capital Management LLC
UNCHANGED1,2651,26500%$447.0K$431.0K-$15.9K2026-10-27
First Financial Corp
UNCHANGED1,2651,26500%$447.0K$431.0K-$15.9K2026-10-13
ETF Store, Inc.
INCREASED1,2631,262+1+0%$446.0K$430.3K-$15.7K2026-10-19
Silverberg Bernstein Capital Management LLC
UNCHANGED1,2631,26300%$446.3K$430.4K-$15.9K2026-10-13
Alamar Capital Management, LLC
DECREASED1,2601,285-25-2%$454.1K$429.3K-$24.8K2026-11-02
Sightline Wealth Advisors, LLC
INCREASED1,2591,256+3+0%$443.8K$429.0K-$14.8K2026-10-21
Serenity Investment Advisors
DECREASED1,2571,457-200-14%$492.6K$428.3K-$64.3K2026-10-30
True Wealth Design, LLC
INCREASED1,2531,118+135+12%$395.0K$426.9K+$31.9K2026-10-13
Elevated Financial Group LLC
UNCHANGED1,2481,24800%$441.0K$425.3K-$15.7K2026-10-16
Hillcrest Wealth Advisors - NY, LLC
INCREASED1,2471,184+63+5%$418.3K$424.9K+$6.6K2026-10-22
Strid Group, LLC
DECREASED1,2451,307-62-5%$462.0K$424.1K-$37.9K2026-10-28
Breakwater Investment Management
INCREASED1,2451,237+8+1%$437.1K$424.2K-$12.8K2026-10-20
MFG Investments, LLC
NEW1,242—+1,242——$423.2K—2026-10-30
Pacific Capital Wealth Advisors, Inc.
INCREASED1,242764+478+63%$270.0K$423.2K+$153.1K2026-10-22
Pioneer Wealth Management Group
DECREASED1,2361,378-142-10%$486.9K$421.2K-$65.7K2026-10-09
Outlook Wealth Advisors, LLC
INCREASED1,2321,219+13+1%$430.7K$419.8K-$10.9K2026-10-28
Wealth Quarterback LLC
INCREASED1,2291,228+1+0%$434.0K$418.8K-$15.2K2026-10-20
Sharkey, Howes & Javer
DECREASED1,2251,245-20-2%$439.9K$417.4K-$22.5K2026-10-22
Crumly & Associates Inc.
INCREASED1,224818+406+50%$289.0K$417.0K+$127.9K2026-10-07
Oregon Pacific Wealth Management, LLC
DECREASED1,2191,352-133-10%$477.7K$415.4K-$62.3K2026-10-20
Eldred Rock Partners, LLC
UNCHANGED1,2181,21800%$430.4K$415.0K-$15.3K2026-10-13
WMG Financial Advisors, LLC
UNCHANGED1,2131,21300%$428.5K$428.5K$02026-10-28
Grange Capital, LLC
UNCHANGED1,2111,21100%$427.8K$412.6K-$15.2K2026-10-20
Capstone Wealth Management Group, LLC
DECREASED1,2091,231-22-2%$434.9K$294.6K-$140.3K2026-11-05
Dupree Financial Group, LLC
UNCHANGED1,2091,20900%$427.2K$412.0K-$15.2K2026-10-09
Boston Standard Wealth Management, LLC
DECREASED1,2071,234-27-2%$441.1K$411.3K-$29.8K2026-10-07
Montgomery Investment Management Inc
INCREASED1,2061,205+1+0%$425.7K$410.8K-$14.9K2026-10-26
Financial Harvest, LLC
INCREASED1,2021,079+123+11%$381.3K$409.6K+$28.3K2026-10-15
TrueWealth Advisors, LLC
INCREASED1,2001,178+22+2%$416.2K$408.9K-$7.3K2026-10-09
Vima LLC
UNCHANGED1,2001,20000%$423.9K$408.8K-$15.1K2026-10-23
Sharper & Granite LLC
UNCHANGED1,2001,20000%$424.0K$344.2K-$79.8K2026-11-02
United Financial Planning Group LLC
INCREASED1,1991,198+1+0%$423.5K$408.5K-$15.0K2026-11-04
Viewpoint Investment Partners Corp
INCREASED1,1951,135+60+5%$406.1K$420.9K+$14.8K2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED1,1901,180+10+1%$417.1K$405.4K-$11.6K2026-11-06
Gagnon Securities LLC
DECREASED1,1891,929-740-38%$681.6K$405.1K-$276.4K2026-11-05
Blackston Financial Advisory Group, LLC
INCREASED1,1871,075+112+10%$379.7K$404.3K+$24.7K2026-11-04
Gray Private Wealth, LLC
UNCHANGED1,1861,18600%$419.2K$404.2K-$14.9K2026-10-28
Brewster Financial Planning LLC
UNCHANGED1,1841,18400%$418.3K$403.4K-$14.9K2026-10-13
NIA Impact Advisors, LLC
INCREASED1,179701+478+68%$247.5K$401.6K+$154.1K2026-11-04
Burns Matteson Capital Management, LLC
INCREASED1,1791,139+40+4%$402.4K$401.8K-$6692026-10-16
North Point Portfolio Managers Corp
DECREASED1,1791,184-50%$418.3K$401.7K-$16.6K2026-10-07
Boyd Wealth Management, LLC
INCREASED1,176647+529+82%$228.6K$400.7K+$172.1K2026-10-20
American Institute for Advanced Investment Management, LLP
UNCHANGED1,1761,17600%$416.1K$401.2K-$14.9K2026-11-03
Bestgate Wealth Advisors, LLC
INCREASED1,175695+480+69%$245.6K$400.4K+$154.8K2026-10-13
Hoertkorn Richard Charles
UNCHANGED1,1751,17500%$415.2K$400.4K-$14.8K2026-11-04
SFG Wealth Management, Llc.
UNCHANGED1,1751,17500%$415.2K$400.4K-$14.8K2026-10-23
Equity Wealth Partners, LLC
DECREASED1,1741,234-60-5%$435.9K$399.9K-$36.0K2026-10-26
ROI Financial Advisors, LLC
DECREASED1,1741,198-24-2%$423.3K$400.1K-$23.2K2026-10-19
Arwa LLC
INCREASED1,1691,043+126+12%$369.0K$408.6K+$39.6K2026-10-21
Narus Financial Partners, LLC
DECREASED1,1621,164-20%$411.1K$395.8K-$15.3K2026-10-19
Allen Wealth Management, LLC
UNCHANGED1,1621,16200%$410.6K$395.9K-$14.6K2026-10-29
Town Capital LLC
UNCHANGED1,1611,16100%$410.2K$395.6K-$14.6K2026-11-03
marrick wealth, LLC
DECREASED1,1581,185-27-2%$418.7K$394.6K-$24.1K2026-10-20
Orba Wealth Advisors, L.L.C.
INCREASED1,1531,135+18+2%$401.0K$392.9K-$8.2K2026-10-23
Ridgepath Capital Management LLC
UNCHANGED1,1531,15300%$407.4K$392.9K-$14.5K2026-10-29
Sentinel Advisory Group, LLC
UNCHANGED1,1521,15200%$407.0K$392.5K-$14.5K2026-10-20
Virginia Wealth Management Group, Inc.
DECREASED1,1511,168-17-1%$412.7K$392.2K-$20.5K2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
DECREASED1,1451,150-50%$406.3K$390.1K-$16.2K2026-10-21
KFG LLC
NEW1,142—+1,142——$389.1K—2026-11-02
Proathlete Wealth Management LLC
INCREASED1,140375+765+204%$132.8K$388.8K+$256.0K2026-10-15
Bear Mountain Capital, Inc.
UNCHANGED1,1401,14000%$407.2K$384.1K-$23.1K2026-11-04
Wealth Forward, LLC
INCREASED1,1331,084+49+5%$383.0K$386.1K+$3.0K2026-10-14
Absolute Capital Management, LLC
NEW1,131—+1,131——$385.5K—2026-10-16
Fiscal Wisdom Wealth Management, LLC
INCREASED1,1311,116+15+1%$394.3K$385.4K-$8.8K2026-10-16
TME Financial, Inc.
INCREASED1,1291,083+46+4%$382.8K$384.7K+$1.9K2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED1,1251,096+29+3%$387.4K$383.6K-$3.8K2026-10-27
Visionary Horizons, LLC
INCREASED1,1211,072+49+5%$378.8K$382.0K+$3.2K2026-10-22
Alpha Advisors, LLC
INCREASED1,1201,115+5+0%$393.8K$381.6K-$12.3K2026-10-19
Next Level Wealth Planning, LLC
DECREASED1,1181,163-45-4%$410.9K$380.9K-$30.0K2026-10-29
Value Partners Investments Inc.
INCREASED1,1141,102+12+1%$388.8K$380.8K-$8.0K2026-10-19
S.E.E.D. Planning Group LLC
NEW1,113—+1,113——$379.2K—2026-10-07
Hudson Capital Management LLC
DECREASED1,1131,158-45-4%$409.2K$379.2K-$29.9K2026-10-20
Wilkerson Advisory Group LLC
INCREASED1,1121,043+69+7%$368.5K$378.9K+$10.4K2026-10-20
Boyum Wealth Architects LLC
UNCHANGED1,1121,11200%$389.9K$378.5K-$11.5K2026-10-06
Spectrum Financial Alliance Ltd LLC
NEW1,111—+1,111——$378.6K—2026-10-29
Elevated Private Wealth, LLC
INCREASED1,111957+154+16%$338.1K$378.6K+$40.4K2026-10-15
Fluent Financial, LLC
INCREASED1,104817+287+35%$288.7K$376.2K+$87.5K2026-10-13
DWR Wealth Management, LLC
UNCHANGED1,1031,10300%$387.5K$372.1K-$15.4K2026-10-13
Altar Rock LLC
INCREASED1,1021,051+51+5%$371.4K$383.3K+$12.0K2026-11-06
Nestegg Advisors, Inc.
DECREASED1,1021,103-10%$389.8K$375.5K-$14.3K2026-10-21
Lake Hills Wealth Management, LLC
UNCHANGED1,1021,10200%$389.3K$375.4K-$13.9K2026-10-07
Trellis Wealth Advisors LLC
DECREASED1,1001,360-260-19%$480.6K$375.0K-$105.7K2026-10-19
Long Island Wealth Management, Inc.
INCREASED1,1001,080+20+2%$381.7K$374.9K-$6.8K2026-10-20
Eagle Bluffs Wealth Management LLC
UNCHANGED1,1001,10000%$388.7K$374.8K-$13.8K2026-10-20
Guinness Atkinson Asset Management Inc
UNCHANGED1,0981,09800%$388.0K$374.1K-$13.8K2026-11-05
Tenon Financial LLC
INCREASED1,097895+202+23%$316.2K$373.8K+$57.6K2026-10-14
Parkshore Wealth Management, Inc.
INCREASED1,0941,092+2+0%$386.0K$372.9K-$13.1K2026-10-13
Santori & Peters, Inc.
DECREASED1,0911,125-34-3%$397.5K$371.7K-$25.7K2026-10-26
M.E. Allison & Co., Inc.
UNCHANGED1,0911,09100%$385.4K$371.7K-$13.7K2026-10-09
Putney Financial Group LLC
UNCHANGED1,0901,09000%$385.1K$371.4K-$13.7K2026-10-30
Powers Advisory Group, LLC
INCREASED1,0891,047+42+4%$370.1K$371.0K+$9172026-10-14
Lincoln Capital Corp
UNCHANGED1,0851,08500%$383.4K$369.7K-$13.7K2026-10-13
MontVue Capital Management, Inc.
UNCHANGED1,0841,08400%$383.0K$369.4K-$13.6K2026-10-19
Burk Holdings LLC
INCREASED1,081751+330+44%$265.4K$368.3K+$103.0K2026-11-05
BCU Wealth Advisors, LLC
DECREASED1,0811,094-13-1%$386.5K$368.3K-$18.2K2026-10-16
Financial Solutions Advisory Group, Inc.
INCREASED1,0791,058+21+2%$376.9K$363.5K-$13.4K2026-10-28
Basso Capital Management, L.P.
NEW1,078—+1,078——$367.2K—2026-10-30
IAG Wealth Partners, LLC
DECREASED1,0731,077-40%$380.5K$365.6K-$14.9K2026-11-06
Olio Financial Planning
INCREASED1,0701,027+43+4%$362.7K$364.4K+$1.7K2026-10-22
Carolina Wealth Management Inc
INCREASED1,0691,060+9+1%$374.7K$364.2K-$10.5K2026-10-29
Acorn Financial Advisory Services Inc
DECREASED1,0661,125-59-5%$397.6K$363.4K-$34.2K2026-11-02
Xena Financial Planning, LLC
UNCHANGED1,0651,06500%$376.3K$362.9K-$13.4K2026-10-13
Mascagni Wealth Management, Inc.
DECREASED1,0621,181-119-10%$417.4K$361.9K-$55.4K2026-10-23
FCG Investment Co
UNCHANGED1,0621,06200%$375.2K$361.9K-$13.4K2026-10-13
Jmac Enterprises LLC
UNCHANGED1,0601,06000%$374.5K$361.2K-$13.3K2026-10-30
Waterway Wealth Management, LLC
DECREASED1,0582,043-985-48%$722.0K$360.6K-$361.4K2026-10-28
SWP Financial LLC
INCREASED1,058999+59+6%$353.0K$360.5K+$7.5K2026-10-23
Forza Wealth Management, LLC
DECREASED1,0541,154-100-9%$407.7K$359.1K-$48.6K2026-10-20
Old Second National Bank of Aurora
UNCHANGED1,0531,05300%$372.1K$358.8K-$13.3K2026-10-22
Granite Group Advisors, LLC
DECREASED1,0451,506-461-31%$532.1K$356.1K-$176.0K2026-10-14
Diesslin Group, Inc.
DECREASED1,0431,050-7-1%$371.1K$355.2K-$15.9K2026-10-14
Encompass More Asset Management
DECREASED1,0421,724-682-40%$609.5K$355.1K-$254.4K2026-10-16
Apeiron RIA LLC
INCREASED1,034983+51+5%$347.3K$346.3K-$1.0K2026-10-08
John Boyer, Inc.
INCREASED1,0341,033+1+0%$365.1K$352.3K-$12.8K2026-10-27
Norway Savings Bank
DECREASED1,0331,103-70-6%$389.7K$352.0K-$37.7K2026-10-20
Richard C. Young & Co., Ltd.
INCREASED1,0321,031+1+0%$364.4K$351.6K-$12.8K2026-11-04
Corepath Wealth Partners LLC
DECREASED1,0311,335-304-23%$478.7K$358.1K-$120.7K2026-10-21
Global Wealth Management, LLC
UNCHANGED1,0281,02800%$363.1K$350.4K-$12.7K2026-10-15
AG Asset Advisory, LLC
UNCHANGED1,0271,02700%$362.9K$349.9K-$12.9K2026-11-06
Insight Wealth Partners, LLC
DECREASED1,0231,037-14-1%$366.6K$348.5K-$18.1K2026-10-26
Paragon Advisors, LLC
NEW1,022—+1,022——$348.2K—2026-11-03
TrustBank
DECREASED1,0201,065-45-4%$376.3K$347.6K-$28.7K2026-10-20
Sicart Associates LLC
UNCHANGED1,0201,02000%$360.4K$343.6K-$16.7K2026-10-29
Steph & Co
INCREASED1,019992+27+3%$350.5K$347.2K-$3.3K2026-10-07
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,0191,018+1+0%$359.8K$347.2K-$12.6K2026-10-28
Optivise Advisory Services LLC
INCREASED1,014984+30+3%$347.5K$345.5K-$2.1K2026-10-19
Legacy Wealth Partners, LLC
INCREASED1,012982+30+3%$347.0K$344.8K-$2.1K2026-10-15
Integrity Wealth Partners, LLC
NEW1,011—+1,011——$344.5K—2026-10-14
Burkett Asset Management Ltd
DECREASED1,0101,198-188-16%$423.3K$344.1K-$79.1K2026-10-13
Aspire Private Capital, LLC
INCREASED1,010953+57+6%$336.7K$344.3K+$7.6K2026-11-05
Atwater Malick LLC
UNCHANGED1,0091,00900%$356.5K$343.8K-$12.7K2026-10-15
Benedict Financial Advisors Inc
INCREASED1,0081,007+1+0%$355.9K$343.5K-$12.5K2026-10-07
Measured Risk Portfolios, Inc.
UNCHANGED1,0081,00800%$356.2K$343.5K-$12.7K2026-10-21
Dmkc Advisory Services, LLC
DECREASED1,0011,078-77-7%$380.9K$341.1K-$39.8K2026-11-04
Neumann Capital Management, LLC
NEW1,000—+1,000——$340.7K—2026-10-15
Stewardship Advisors, LLC
INCREASED1,000959+41+4%$338.8K$340.7K+$1.9K2026-10-20
Aureum Wealth Management, LLC
UNCHANGED1,0001,00000%$353.3K$340.7K-$12.6K2026-10-15
Stonebridge Wealth Management, LLC
UNCHANGED1,0001,00000%$353.3K$340.7K-$12.6K2026-10-09
Strategent Financial, LLC
INCREASED997922+75+8%$325.8K$339.7K+$13.9K2026-10-30
Stordahl Capital Management, Inc.
DECREASED997998-10%$352.6K$339.7K-$12.9K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED99599500%$352.0K$339.0K-$13.0K2026-10-14
AmeriServ Wealth Advisors
DECREASED9941,309-315-24%$462.5K$338.7K-$123.8K2026-10-21
Summit Investment Advisors, Inc.\KS
UNCHANGED99499400%$351.1K$338.6K-$12.5K2026-11-05
Kelsey Financial, LLC
INCREASED990955+35+4%$337.5K$337.3K-$1992026-10-28
Main Street Group, LTD
INCREASED986985+1+0%$348.2K$335.9K-$12.4K2026-10-28
Horizon Financial Services, LLC
DECREASED9841,067-83-8%$377.0K$335.3K-$41.7K2026-11-04
Climber Capital SA
UNCHANGED98198100%$345.9K$316.9K-$29.0K2026-10-20
KWB Wealth
UNCHANGED98098000%$346.3K$333.9K-$12.3K2026-10-16
Total Wealth Planning & Management, Inc.
UNCHANGED98098000%$346.3K$333.9K-$12.3K2026-10-23
Vannoy Advisory Group, Inc.
UNCHANGED97997900%$345.9K$333.6K-$12.3K2026-10-13
Level Wealth Management LLC
INCREASED975620+355+57%$219.1K$332.2K+$113.2K2026-10-23
Hoge Financial Services, LLC
INCREASED975974+1+0%$344.2K$332.2K-$12.0K2026-11-05
Commerce Advisors, LLC
DECREASED9731,343-370-28%$474.4K$331.5K-$142.9K2026-10-19
Axiom Investment Management LLC
INCREASED970796+174+22%$281.3K$330.6K+$49.3K2026-11-03
Plan Group Financial, LLC
DECREASED969992-23-2%$350.6K$326.1K-$24.5K2026-10-22
Tucker Asset Management LLC
INCREASED965778+187+24%$275.1K$328.8K+$53.7K2026-10-29
Peoples Bank
DECREASED9641,039-75-7%$367.1K$328.5K-$38.6K2026-10-26
TopTier Wealth Management, LLC
DECREASED964968-40%$342.0K$328.4K-$13.5K2026-10-16
Royal Fund Management, LLC
DECREASED964965-10%$341.3K$328.8K-$12.5K2026-10-22
BCM Advisors, LLC
UNCHANGED96496400%$307.6K$268.2K-$39.4K2026-11-03
Ballew Advisors, Inc
INCREASED961910+51+6%$324.1K$326.9K+$2.8K2026-10-05
Carbahal Olsen Financial Services Group, LLC
NEW960—+960——$327.2K—2026-11-05
Guardian Wealth Advisors, LLC
DECREASED960970-10-1%$342.7K$304.2K-$38.6K2026-10-30
Kennicott Capital Management LLC
UNCHANGED96096000%$339.2K$327.1K-$12.1K2026-10-16
Manuka Financial, LLC
UNCHANGED95895800%$338.5K$326.4K-$12.1K2026-10-16
Invested Advisors
UNCHANGED95795700%$338.1K$326.1K-$12.0K2026-10-23
Squire Investment Management Company, LLC
INCREASED956794+162+20%$280.5K$325.7K+$45.2K2026-11-03
DecisionPoint Financial, LLC
INCREASED956927+29+3%$331.9K$320.3K-$11.6K2026-10-27
Penobscot Wealth Management
DECREASED9531,012-59-6%$357.5K$324.6K-$32.9K2026-10-21
QP Wealth Management, LLC
DECREASED9501,320-370-28%$466.4K$323.7K-$142.7K2026-10-20
Cadinha & Co LLC
UNCHANGED94794700%$334.6K$322.7K-$11.9K2026-10-22
Jessup Wealth Management, Inc
DECREASED944971-27-3%$342.9K$321.7K-$21.3K2026-10-20
Pinnacle Financial Group, LLC / IL
DECREASED939949-10-1%$335.3K$320.0K-$15.4K2026-10-29
Forbes Financial Planning, Inc.
DECREASED936950-14-1%$335.7K$318.9K-$16.7K2026-10-23
Barry Investment Advisors, LLC
INCREASED933931+2+0%$329.1K$317.8K-$11.3K2026-10-14
Cottonwood Capital Advisors, LLC
UNCHANGED93393300%$329.7K$318.0K-$11.7K2026-10-20
Timonier Family Office, Ltd.
UNCHANGED93193100%$329.0K$317.2K-$11.7K2026-11-03
IFS Advisors, LLC
INCREASED930120+810+675%$42.4K$316.9K+$274.5K2026-10-14
Manitou Investment Management Ltd.
INCREASED928440+488+111%$155.5K$316.2K+$160.7K2026-10-15
Retirement Investment Advisors, Inc.
UNCHANGED92892800%$325.4K$316.2K-$9.2K2026-10-22
Clear Trail Advisors, LLC
DECREASED9261,546-620-40%$546.3K$315.6K-$230.7K2026-10-20
Hickory Point Bank & Trust
UNCHANGED92592500%$326.8K$315.2K-$11.6K2026-10-01
Phillip James Consulting Co.
UNCHANGED92592500%$326.8K$315.2K-$11.6K2026-11-03
Stanley-Laman Group, Ltd.
UNCHANGED92492400%$326.5K$314.8K-$11.6K2026-10-20
Arnold Financial Planning LLC
NEW921—+921——$313.8K—2026-10-20
Hendley & Co Inc
DECREASED9201,125-205-18%$397.0K$313.0K-$84.0K2026-10-29
Kure Advisory, LLC
INCREASED920907+13+1%$320.4K$313.5K-$7.0K2026-10-08
JBGlobal.com LLC
UNCHANGED92092000%$325.1K$313.5K-$11.6K2026-10-13
Vista Finance, LLC
INCREASED916907+9+1%$320.5K$312.1K-$8.4K2026-10-23
Dorato Capital Management
DECREASED915980-65-7%$347.9K$317.8K-$30.1K2026-10-08
Orgel Wealth Management, LLC
INCREASED913895+18+2%$316.2K$311.1K-$5.1K2026-10-14
Madrid Wealth Management, LLC
DECREASED910940-30-3%$332.1K$310.1K-$22.1K2026-10-23
Valued Wealth Advisors LLC
DECREASED9091,014-105-10%$358.2K$309.7K-$48.5K2026-11-05
Financial Freedom, LLC
UNCHANGED90790700%$320.3K$308.9K-$11.4K2026-11-06
Financial Life Advisors
UNCHANGED90790700%$320.4K$309.0K-$11.4K2026-10-14
Windsor Capital Management, LLC
DECREASED904929-25-3%$328.2K$308.0K-$20.2K2026-10-13
Curry Webb Wealth Management LLC
UNCHANGED90490400%$319.4K$319.4K$02026-10-22
Bonfire Financial
DECREASED902903-10%$319.1K$307.5K-$11.6K2026-11-06
MKD Wealth Coaches, LLC
NEW901—+901——$307.0K—2026-10-09
Glass Wealth Management Co LLC
UNCHANGED90090000%$318.0K$306.7K-$11.3K2026-10-28
Capital CS Group, LLC
UNCHANGED90090000%$318.0K$306.7K-$11.3K2026-10-29
Independence Financial Advisors, LLC
INCREASED898897+1+0%$317.1K$306.0K-$11.1K2026-10-08
Ridgeline Wealth Planning, LLC
INCREASED897792+105+13%$279.9K$305.7K+$25.8K2026-10-29
Waller Financial Planning Group, Inc
INCREASED897896+1+0%$316.5K$305.6K-$10.9K2026-10-07
Sfam, LLC
UNCHANGED89789700%$317.0K$305.7K-$11.3K2026-11-03
Archer Investment Management, LLC
DECREASED896913-17-2%$322.7K$305.4K-$17.3K2026-10-13
Pflug Koory, LLC
UNCHANGED89489400%$315.9K$304.6K-$11.3K2026-10-26
Woodward Financial Advisors, Inc.
INCREASED893630+263+42%$222.6K$304.2K+$81.6K2026-10-19
Level Financial Advisors
DECREASED892902-10-1%$318.7K$303.9K-$14.8K2026-10-13
Northland Securities, Inc.
DECREASED890940-50-5%$332.1K$303.3K-$28.9K2026-11-02
BayBridge Capital Group, LLC
DECREASED881981-100-10%$346.5K$300.1K-$46.4K2026-10-13
FSA Investment Group, LLC
DECREASED8802,357-1,477-63%$832.8K$299.9K-$532.9K2026-10-07
ARK & TLK Investments, LLC
UNCHANGED88088000%$310.9K$299.9K-$11.1K2026-10-20
Shakespeare Wealth Management, LLC
UNCHANGED88088000%$310.9K$299.9K-$11.0K2026-10-28
Financial Network Wealth Advisors LLC
DECREASED878879-10%$310.6K$299.3K-$11.4K2026-10-28
Blossom Wealth Management
INCREASED877847+30+4%$299.3K$298.9K-$4412026-11-03
Thomas Story & SON LLC
INCREASED875860+15+2%$303.9K$298.1K-$5.7K2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED874869+5+1%$307.0K$297.9K-$9.1K2026-10-15
Beacon Financial Strategies Corp
DECREASED873880-7-1%$310.9K$297.5K-$13.5K2026-10-14
Fulcrum Equity Management
DECREASED871971-100-10%$343.2K$296.8K-$46.4K2026-10-21
Endowment Wealth Management, Inc.
INCREASED871850+21+2%$300.4K$296.7K-$3.7K2026-11-03
3 Factor Indexing, LLC
UNCHANGED87187100%$307.6K$296.6K-$11.0K2026-10-15
PTM Wealth Management, LLC
UNCHANGED86986900%$277.3K$299.6K+$22.2K2026-10-23
Reicon Wealth Advisors, LLC
INCREASED868793+75+9%$280.2K$295.8K+$15.6K2026-11-04
Marathon Mission, Inc.
UNCHANGED86886800%$306.7K$295.8K-$10.9K2026-10-01
Paragon Private Wealth Management, LLC
DECREASED8671,131-264-23%$399.7K$295.5K-$104.1K2026-10-20
Carroll Advisory Group, LLC
INCREASED865801+64+8%$283.1K$294.8K+$11.7K2026-10-16
Cassilly Financial Group LLC
NEW864—+864——$294.4K—2026-10-07
6th Street Advisors, LLC
UNCHANGED86086000%$303.9K$293.1K-$10.8K2026-10-14
Oasis Advisors, LLC
NEW856—+856——$291.9K—2026-10-16
BKM Wealth Management, LLC
UNCHANGED85385300%$301.4K$290.7K-$10.7K2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
DECREASED8521,203-351-29%$425.2K$290.3K-$134.9K2026-10-15
Sard Wealth Management Group, LLC
NEW848—+848——$289.0K—2026-10-16
Total Investment Management Inc
INCREASED847846+1+0%$301.8K$288.4K-$13.4K2026-10-22
Argyle Capital Management, LLC
UNCHANGED84684600%$298.9K$288.3K-$10.7K2026-10-28
Breachway Investments LLC
INCREASED845725+120+17%$256.2K$287.9K+$31.8K2026-10-19
MN Wealth Advisors, LLC
DECREASED842844-20%$298.3K$287.0K-$11.3K2026-10-23
Midwest Financial Group LLC
UNCHANGED84284200%$297.4K$286.8K-$10.6K2026-10-15
Nvwm, LLC
INCREASED840837+3+0%$295.7K$286.2K-$9.5K2026-10-14
Walleye Partners, LLC
DECREASED840842-20%$297.5K$286.2K-$11.3K2026-10-13
FWG Investments, Llc.
DECREASED838903-65-7%$319.1K$285.6K-$33.5K2026-11-03
Avion Wealth
INCREASED838836+2+0%$295.0K$285.0K-$10.0K2026-11-04
Cobblestone Asset Management LLC
INCREASED838837+1+0%$295.7K$285.4K-$10.4K2026-10-13
Keenan, LLC
INCREASED835828+7+1%$292.6K$284.5K-$8.0K2026-10-23
USAdvisors Wealth Management, LLC
DECREASED834861-27-3%$304.0K$284.0K-$20.0K2026-10-21
Invera Wealth Advisors, LLC
UNCHANGED83383300%$294.3K$283.8K-$10.5K2026-10-28
Hudson Oak Wealth Advisory LLC
DECREASED832836-40%$295.4K$283.5K-$11.9K2026-10-16
Sage Investment Counsel LLC
INCREASED832831+1+0%$293.8K$283.4K-$10.4K2026-10-26
E6 Portfolios, LLC
INCREASED830820+10+1%$289.7K$282.9K-$6.7K2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW829—+829——$277.8K—2026-10-15
Purewater Capital LLC
INCREASED827803+24+3%$283.7K$281.9K-$1.8K2026-10-23
FF Advisors,LLC
DECREASED824827-30%$292.2K$280.8K-$11.4K2026-10-21
Freedom Financial Partners LLC
DECREASED823828-5-1%$292.5K$280.5K-$12.0K2026-10-19
KOM Wealth Management Group, LLC
INCREASED818808+10+1%$285.4K$278.7K-$6.7K2026-10-15
NavPoint Financial, Inc.
UNCHANGED81081000%$286.2K$276.0K-$10.2K2026-10-21
Harbor Group, Inc.
UNCHANGED80680600%$284.7K$274.6K-$10.1K2026-10-14
AtlasMark Financial, Inc
UNCHANGED80080000%$282.7K$272.6K-$10.1K2026-10-13
Wilsey Asset Management Inc
UNCHANGED80080000%$282.7K$272.6K-$10.1K2026-10-21
Hourglass Capital, LLC
UNCHANGED79879800%$282.0K$271.9K-$10.0K2026-10-26
Lawood & Co
UNCHANGED79779700%$281.6K$271.6K-$10.0K2026-10-09
Harpswell Capital Advisors, LLC
UNCHANGED79779700%$281.6K$271.6K-$10.0K2026-10-09
Mcrae Capital Management Inc
UNCHANGED79679600%$281.3K$271.2K-$10.0K2026-10-15
Clear Point Advisors Inc.
INCREASED794754+40+5%$266.4K$270.6K+$4.1K2026-10-30
Braun-Bostich & Associates Inc.
INCREASED786706+80+11%$249.5K$267.8K+$18.4K2026-10-20
Todd Wealth Management, LLC
DECREASED786836-50-6%$295.4K$267.9K-$27.5K2026-10-19
Tepp RIA, LLC
UNCHANGED78278200%$276.3K$266.5K-$9.8K2026-10-14
First Growth Capital LLC
UNCHANGED78278200%$276.3K$266.5K-$9.8K2026-10-15
Ackerman Capital Advisors, LLC
NEW778—+778——$265.1K—2026-10-30
Capstone Capital LLC
DECREASED778782-4-1%$276.3K$265.1K-$11.2K2026-10-14
Hardin Capital Partners, LLC
NEW775—+775——$264.1K—2026-10-09
Post Resch Tallon Group Inc.
DECREASED772807-35-4%$285.1K$263.1K-$22.1K2026-10-09
Summit Investment Advisory Services, LLC
UNCHANGED77277200%$272.8K$263.1K-$9.7K2026-11-03
Platt Wealth Management LLC
UNCHANGED77177100%$272.0K$262.0K-$10.0K2026-11-04
Cornerstone Wealth, LLC
DECREASED770820-50-6%$303.6K$244.3K-$59.3K2026-10-28
Paradigm, Strategies in Wealth Management, LLC
INCREASED769725+44+6%$256.3K$262.0K+$5.8K2026-10-16
Skyline Advisors, Inc.
INCREASED768668+100+15%$236.1K$261.8K+$25.7K2026-11-03
Patriot Investment Management Group, Inc.
INCREASED767756+11+1%$267.2K$261.4K-$5.8K2026-10-15
Valpey Financial Services, LLC
UNCHANGED76776700%$271.0K$261.3K-$9.7K2026-10-30
Brown Financial Advisory
UNCHANGED76776700%$271.0K$261.3K-$9.7K2026-11-05
Grantvest Financial Group LLC
UNCHANGED76676600%$270.7K$261.1K-$9.6K2026-10-21
Sunrise Financial Services, LLC
DECREASED763803-40-5%$283.7K$260.0K-$23.7K2026-10-21
Farrell Financial LLC
DECREASED763784-21-3%$277.0K$259.8K-$17.2K2026-10-16
Granville Capital, Inc.
INCREASED761407+354+87%$143.8K$259.3K+$115.5K2026-11-05
Evolution Advisers, Inc.
INCREASED761613+148+24%$216.0K$261.7K+$45.7K2026-11-06
Seven Hills Financial, LLC
NEW760—+760——$258.9K—2026-10-13
Virtus Wealth Solutions LLC
INCREASED758722+36+5%$255.2K$258.3K+$3.1K2026-11-03
Redwood Park Advisors LLC
INCREASED757649+108+17%$229.3K$258.1K+$28.8K2026-11-02
Global View Capital Management LLC
DECREASED756802-46-6%$283.4K$257.6K-$25.8K2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
INCREASED756755+1+0%$266.8K$257.6K-$9.2K2026-10-15
American Financial & TAX Strategies Inc
UNCHANGED75575500%$266.8K$257.3K-$9.5K2026-10-16
Reliant Investment Management, LLC
NEW753—+753——$256.6K—2026-10-14
Stephenson & Company, Inc.
UNCHANGED75275200%$265.5K$256.1K-$9.4K2026-10-30
JHP Wealth Management, LLC
UNCHANGED75175100%$265.4K$255.9K-$9.5K2026-11-06
Echo Wealth Management, LLC
DECREASED749784-35-4%$277.0K$255.2K-$21.8K2026-10-15
DiNuzzo Private Wealth, Inc.
INCREASED743513+230+45%$181.3K$253.2K+$71.9K2026-10-16
Stanich Group LLC
DECREASED733969-236-24%$342.3K$249.7K-$92.6K2026-10-16
McNaughton Wealth Management, LLC
INCREASED732598+134+22%$211.3K$249.4K+$38.1K2026-10-09
Dominguez Wealth Management Solutions, Inc.
DECREASED732733-10%$259.0K$249.5K-$9.5K2026-10-07
Layline Advisors, LLC
INCREASED731698+33+5%$246.6K$249.2K+$2.5K2026-11-02
Cowa, LLC
UNCHANGED73073000%$257.9K$248.7K-$9.2K2026-10-30
Roger Wittlin Investment Advisory, LLC
INCREASED726697+29+4%$246.6K$247.5K+$9072026-10-19
Integrated Financial Solutions, Inc.
INCREASED721679+42+6%$239.9K$245.7K+$5.8K2026-10-09
Gibson Capital, LLC
DECREASED7209,333-8,613-92%$3.3M$245.3K-$3.1M2026-10-23
Seven Post Investment Office LP
UNCHANGED72072000%$254.4K$245.3K-$9.1K2026-10-26
Turn8 Private Wealth Inc.
UNCHANGED71971900%$254.0K$245.0K-$9.1K2026-11-05
Andrews Advisory Associates, LLC
NEW718—+718——$244.6K—2026-10-15
Rolek Wealth Management LLC
UNCHANGED71571500%$252.7K$243.8K-$8.9K2026-10-21
Good Steward Wealth Advisors,LLC
INCREASED713711+2+0%$251.2K$242.9K-$8.3K2026-11-06
Enhancing Capital LLC
INCREASED712704+8+1%$248.7K$242.6K-$6.1K2026-10-26
Forthright Family Wealth Advisory LLC
DECREASED706707-10%$249.8K$240.6K-$9.2K2026-11-03
Silver Oak Advisory Group, Inc.
UNCHANGED70670600%$249.0K$240.6K-$8.4K2026-11-06
Aquire Wealth Advisors, LLC
DECREASED704726-22-3%$256.7K$239.9K-$16.9K2026-10-23
Alkeme Wealth, LLC
DECREASED702732-30-4%$258.6K$239.2K-$19.4K2026-10-08
SRH Advisors, LLC
UNCHANGED70070000%$247.3K$238.5K-$8.8K2026-10-22
StrongBox Wealth, LLC
INCREASED694691+3+0%$244.2K$236.5K-$7.7K2026-11-02
Smith Asset Management Co., LLC
NEW693—+693——$236.4K—2026-10-16
KRM Wealth Management L.L.C.
INCREASED693606+87+14%$214.2K$236.0K+$21.8K2026-11-02
Conrad Siegel Investment Advisors, Inc.
UNCHANGED69369300%$244.9K$236.1K-$8.7K2026-10-08
Andina Capital Management, LLC
DECREASED690770-80-10%$272.1K$235.1K-$37.0K2026-10-21
Alessandra Capital Management, LLC
INCREASED690640+50+8%$226.1K$235.1K+$9.0K2026-10-30
Torrey Growth & Income Advisors
INCREASED687684+3+0%$242.7K$239.0K-$3.7K2026-11-04
Hardworking Capital Advisors, LLC
UNCHANGED68668600%$242.3K$233.8K-$8.5K2026-10-20
Shelton Wealth Management, LLC
NEW685—+685——$233.4K—2026-10-16
True Blue Financial, LLC
DECREASED682700-18-3%$247.3K$232.4K-$14.9K2026-10-15
Old North State Wealth Management, LLC
INCREASED682668+14+2%$236.7K$233.4K-$3.3K2026-10-22
Independent Wealth Advisors LLC
DECREASED680701-21-3%$247.8K$231.5K-$16.2K2026-10-27
Eagle Harbor Asset Management Inc
UNCHANGED68068000%$240.3K$231.7K-$8.6K2026-10-21
J. Team Financial, Inc.
DECREASED677884-207-23%$312.5K$230.6K-$81.9K2026-11-03
Greater Midwest Financial Group, LLC
UNCHANGED67667600%$238.9K$230.5K-$8.4K2026-10-13
Shaker Investments LLC
UNCHANGED67667600%$238.9K$230.3K-$8.5K2026-11-05
Israel Discount Bank of New York
UNCHANGED67267200%$237.4K$229.0K-$8.5K2026-10-14
T3 Companies, LLC
DECREASED6701,260-590-47%$445.2K$228.3K-$216.9K2026-10-22
SWF LLC
UNCHANGED67067000%$236.7K$228.3K-$8.4K2026-11-05
Bannerman Wealth Management Group, LLC
DECREASED666716-50-7%$253.0K$226.9K-$26.1K2026-10-09
Strategic Wealth Advisors LLC
INCREASED663652+11+2%$204$225.9K+$225.7K2026-11-06
Fortress Financial Group, LLC
INCREASED663659+4+1%$232.8K$226.0K-$6.8K2026-10-21
CGC Financial Services, LLC
UNCHANGED66366300%$234.3K$225.9K-$8.3K2026-10-13
Eubel Brady & Suttman Asset Management Inc
NEW656—+656——$224.0K—2026-11-04
City Center Advisors, LLC
NEW656—+656——$223.5K—2026-10-08
Avalon Advisory Group
DECREASED655679-24-4%$239.9K$223.2K-$16.7K2026-10-20
eCIO, Inc.
DECREASED6531,039-386-37%$367.1K$225.0K-$142.1K2026-11-02
Rede Wealth, LLC
INCREASED650635+15+2%$224.4K$221.5K-$2.9K2026-10-22
CrossGen Wealth, LLC
INCREASED650641+9+1%$226.6K$221.3K-$5.3K2026-10-30
Kings Path Partners LLC
UNCHANGED64764700%$228.6K$220.5K-$8.1K2026-10-21
Pearl Planning LLC
INCREASED643639+4+1%$225.8K$219.2K-$6.7K2026-10-13
Lauer Wealth, LLC
NEW642—+642——$221.4K—2026-10-13
Northwest Financial Advisors
DECREASED640701-61-9%$247.8K$218.2K-$29.6K2026-10-27
Crystal Cove Asset Management, LLC
UNCHANGED64064000%$226.1K$218.1K-$8.1K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6387,732-7,094-92%$2.7M$217.4K-$2.5M2026-10-14
Schorn Wealth LLC
INCREASED638637+1+0%$225.2K$217.3K-$8.0K2026-10-14
Millennium Capital Advisors, LLC
UNCHANGED63863800%$225.4K$217.4K-$8.0K2026-10-16
Navigate Wealth Management, LLC
NEW636—+636——$221.2K—2026-10-14
FNY Investment Advisers, LLC
INCREASED636318+318+100%$112.0K$216.0K+$104.0K2026-10-16
Lane Brothers & Co Inc
DECREASED636833-197-24%$294.3K$216.7K-$77.6K2026-11-02
PPS&V Asset Management Consultants, Inc.
INCREASED636572+64+11%$202.2K$216.7K+$14.6K2026-10-06
Madson Wealth Advisors Inc
DECREASED633643-10-2%$227.0K$215.5K-$11.5K2026-10-13
Gallacher Capital Management LLC
NEW628—+628——$214.0K—2026-10-30
Joel Adams & Associates, Inc.
NEW628—+628——$214.0K—2026-11-02
Collaborative Wealth Managment Inc.
UNCHANGED62862800%$221.9K$214.0K-$7.9K2026-11-06
Rockport Wealth LLC
DECREASED6261,122-496-44%$396.4K$213.3K-$183.1K2026-11-03
UMB Private Wealth Management, LLC
NEW621—+621——$211.6K—2026-10-19
Fairway Wealth LLC
INCREASED62142+579+1379%$14.8K$211.6K+$196.8K2026-10-30
Allodium Investment Consultants, LLC
UNCHANGED61961900%$218.7K$210.9K-$7.8K2026-10-14
Heffernan Advisory, Inc
INCREASED615574+41+7%$202.8K$209.6K+$6.7K2026-10-13
Walker Financial Services, Inc.
UNCHANGED60960900%$215.4K$207.8K-$7.5K2026-10-26
Aspect Partners, LLC
INCREASED605599+6+1%$211.6K$206.1K-$5.5K2026-10-20
Ferguson Johnson Wealth Management Inc
UNCHANGED60460400%$213.0K$205.8K-$7.2K2026-11-05
Trinity Wealth Management, LLC
DECREASED602717-115-16%$253.3K$205.1K-$48.2K2026-10-13
Hegarty Advisors, LLC
UNCHANGED60160100%$212.4K$204.8K-$7.6K2026-10-20
FMA Wealth Management, LLC
DECREASED600625-25-4%$220.8K$204.4K-$16.4K2026-10-21
Pioneer Family Office, LLC
UNCHANGED60060000%$212.0K$204.4K-$7.6K2026-10-30
Scratch Capital LLC
NEW599—+599——$204.1K—2026-11-02
Jordan Park Trust Co LLC
DECREASED592646-54-8%$228.3K$201.7K-$26.5K2026-10-19
W.H. Cornerstone Investments Inc.
UNCHANGED59259200%$209.0K$201.7K-$7.4K2026-11-03
Portland Financial Advisors Inc
UNCHANGED59259200%$209.2K$201.7K-$7.5K2026-10-26
Compass Financial Services Inc
UNCHANGED58858800%$207.9K$200.6K-$7.3K2026-11-06
Rebalance, LLC
NEW587—+587——$200.0K—2026-10-22
Reyes Financial Architecture, Inc.
INCREASED574555+19+3%$196.1K$195.6K-$5132026-10-22
Key Capital Management, Inc
DECREASED566635-69-11%$224.4K$192.9K-$31.5K2026-11-03
Elevate Wealth Advisory, Inc
INCREASED541466+75+16%$164.6K$184.3K+$19.7K2026-10-29
Raleigh Capital Management Inc.
INCREASED540519+21+4%$183.5K$184.1K+$6552026-10-28
Westchester Capital Management, Inc.
UNCHANGED54054000%$190.8K$184.0K-$6.8K2026-10-23
MeadowBrook Investment Advisors LLC
UNCHANGED54054000%$190.8K$173.2K-$17.6K2026-10-29
Bay Harbor Wealth Management, LLC
DECREASED534562-28-5%$198.6K$182.0K-$16.6K2026-11-03
New England Capital Financial Advisors LLC
UNCHANGED53353300%$188.2K$181.5K-$6.7K2026-11-03
MidAtlantic Capital Management, Inc.
NEW523—+523——$178.2K—2026-11-05
Retirement Wealth Solutions LLC
INCREASED523455+68+15%$160.7K$178.1K+$17.5K2026-10-07
Midwest Capital Advisors, LLC
INCREASED521441+80+18%$155.8K$177.5K+$21.7K2026-11-04
West Financial Advisors, LLC
DECREASED519523-4-1%$184.8K$176.8K-$7.9K2026-10-22
Creative Capital Management Investments LLC
INCREASED510357+153+43%$126.0K$173.7K+$47.7K2026-10-28
Prism Planning Partners LLC
NEW506—+506——$172.4K—2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED50250200%$177.3K$171.0K-$6.3K2026-10-28
Roxbury Financial LLC
UNCHANGED49049000%$173.0K$166.9K-$6.1K2026-10-01
Barnes Dennig Private Wealth Management LLC
INCREASED486481+5+1%$170.0K$165.6K-$4.4K2026-10-30
Lynch Investment Planning, LLC
NEW463—+463——$157.7K—2026-10-27
Provident Wealth Management, LLC
DECREASED463720-257-36%$254.4K$157.8K-$96.6K2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED44444400%$156.9K$151.3K-$5.6K2026-10-15
Clark Wealth Partners
INCREASED431295+136+46%$104.3K$146.9K+$42.6K2026-10-19
Towne Trust Company, N.a
INCREASED429134+295+220%$47.3K$146.2K+$98.8K2026-10-28
Burkett Financial Services, LLC
NEW426—+426——$145.2K—2026-10-01
BankChampaign, National Association
UNCHANGED41541500%$146.6K$141.4K-$5.2K2026-10-19
Gen-Wealth Partners Inc
INCREASED410254+156+61%$89.6K$139.8K+$50.2K2026-11-04
Advocate Investing Services LLC
UNCHANGED40040000%$141.3K$136.3K-$5.0K2026-10-26
Wormser Freres Gestion
UNCHANGED39639600%$144.2K$134.9K-$9.3K2026-10-21
Evolution Wealth Management Inc.
DECREASED392720-328-46%$254.5K$133.7K-$120.8K2026-10-28
Horizons Wealth Management
NEW380—+380——$129.5K—2026-10-05
PFS Partners, LLC
UNCHANGED38038000%$134.3K$129.6K-$4.8K2026-10-21
Carolina Wealth Advisors, LLC
UNCHANGED37237200%$131.4K$126.8K-$4.7K2026-10-23
Noble Wealth Management PBC
UNCHANGED36536500%$128.9K$124.3K-$4.6K2026-10-01
Bare Financial Services, Inc
UNCHANGED36336300%$128.3K$123.7K-$4.6K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED361271+90+33%$95.7K$123.0K+$27.3K2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED36036000%$128.8K$120.6K-$8.3K2026-10-20
Gleason Group, Inc.
UNCHANGED33333300%$117.7K$113.6K-$4.1K2026-10-15
Friedenthal Financial
INCREASED329314+15+5%$110.9K$112.1K+$1.2K2026-10-27
Harbor Asset Planning, Inc.
UNCHANGED32032000%$113.1K$109.1K-$4.0K2026-10-23
Essex Investment Management Co LLC
UNCHANGED32032000%$113.1K$109.0K-$4.0K2026-10-19
1620 Investment Advisors, Inc.
INCREASED306305+1+0%$108.1K$104.3K-$3.9K2026-11-04
Fairman Group, LLC
INCREASED305216+89+41%$76.3K$103.9K+$27.6K2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED28528500%$100.7K$97.1K-$3.6K2026-10-15
Copeland Capital Management, LLC
DECREASED280420-140-33%$148.4K$95.4K-$53.0K2026-10-13
One River Asset Management, LLC
NEW273—+273——$93.0K—2026-10-21
Sellwood Investment Partners LLC
UNCHANGED26126100%$92.2K$88.9K-$3.3K2026-11-03
Hoese & Co LLP
UNCHANGED26026000%$91.9K$88.6K-$3.3K2026-10-21
Torren Management, LLC
UNCHANGED25825800%$91.0K$87.8K-$3.2K2026-10-29
Richardson Capital Management LLC
UNCHANGED25625600%$90.5K$87.2K-$3.2K2026-10-23
Lynch Asset Management, Inc.
UNCHANGED22522500%$79.5K$76.7K-$2.8K2026-10-28
Blueline Advisors LLC
UNCHANGED22022000%$77.7K$75.0K-$2.8K2026-10-15
Kingdom Financial Group Llc.
DECREASED219350-131-37%$123.7K$74.7K-$49.0K2026-11-04
Horrell Capital Management, Inc.
UNCHANGED20020000%$70.7K$68.1K-$2.5K2026-10-08
Peterson Wealth Management
DECREASED187201-14-7%$71.0K$63.7K-$7.3K2026-11-06
Armor Investment Advisors, LLC
UNCHANGED18018000%$63.6K$61.3K-$2.3K2026-10-27
Dakota Community Bank & Trust NA
UNCHANGED18018000%$63.6K$61.3K-$2.3K2026-10-09
Team Financial Group, LLC
NEW176—+176——$60.1K—2026-10-30
Harbor Capital Advisors, Inc.
NEW161—+161——$55.0K—2026-10-22
POM Investment Strategies, LLC
UNCHANGED16116100%$56.9K$54.9K-$2.0K2026-10-20
Richardson Financial Services Inc.
DECREASED147148-1-1%$52.3K$50.1K-$2.2K2026-10-30
Fiduciary Advisors, Inc.
DECREASED141173-32-18%$61.1K$48.0K-$13.1K2026-10-16
RMG Wealth Management LLC
UNCHANGED11411400%$39.0K$36.6K-$2.4K2026-10-26
Livelsberger Financial Advisory
NEW110—+110——$37.5K—2026-10-28
Clayton Financial Group LLC
NEW109—+109——$37.1K—2026-10-13
WestEnd Advisors, LLC
UNCHANGED10610600%$37.5K$36.1K-$1.3K2026-10-27
Eukles Asset Management
UNCHANGED10310300%$36.4K$35.1K-$1.3K2026-11-04
Shengqi Capital (Hong Kong) Ltd
UNCHANGED10010000%$35.3K$34.1K-$1.3K2026-11-05
Robbins Farley
UNCHANGED10010000%$35.3K$34.1K-$1.3K2026-10-21
Transce3nd, LLC
NEW94—+94——$31.1K—2026-10-26
Nvest Wealth Strategies, Inc.
UNCHANGED898900%$31.4K$30.3K-$1.1K2026-10-14
CKW Financial Group
DECREASED8094-14-15%$34$27.0K+$27.0K2026-10-29
Monetary Solutions, Ltd
INCREASED7560+15+25%$21.2K$25.6K+$4.4K2026-10-22
MH & Associates Securities Management Corp
UNCHANGED757500%$26.5K$25.6K-$9442026-10-30
Morton Brown Family Wealth, LLC
INCREASED7331+42+135%$11.0K$24.9K+$13.9K2026-10-23
RHL Group, LLC
DECREASED62187-125-67%$66.0K$21.2K-$44.9K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED5251+1+2%$18.1K$17.7K-$4482026-11-02
Equitec Proprietary Markets, LLC
DECREASED4050-10-20%$17.7K$13.6K-$4.0K2026-11-04
Luken Investment Analytics, LLC
UNCHANGED404000%$14.1K$13.6K-$5032026-11-06
NorthAvenue LLC
UNCHANGED353500%$12.4K$11.9K-$4412026-10-29
Newton One Investments LLC
NEW34—+34——$11.6K—2026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED343400%$12.0K$11.6K-$4282026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED292900%$10.2K$9.9K-$3662026-10-14
Financially Speaking Inc
UNCHANGED212100%$6.0K$7.2K+$1.1K2026-11-05
Whipplewood Advisors, LLC
DECREASED17128-111-87%$45.2K$5.8K-$39.4K2026-10-20
Foresight Capital Management Advisors, Inc.
NEW5—+5——$1.7K—2026-10-27
Decker Retirement Planning Inc.
DECREASED5162-157-97%$57.1K$1.8K-$55.3K2026-10-19
Schuylkill Financial LLC
UNCHANGED2200%$710$685-$252026-10-21
Nichols & Pratt Advisers LLP
CLOSED0422,142-422,142-100%$149.2M$0-$149.2M2026-10-13
BSN Capital Partners Ltd
CLOSED0340,404-340,404-100%$120.2M$0-$120.2M2026-10-23
Lockheed Martin Investment Management Co
CLOSED0189,800-189,800-100%$67.1M$0-$67.1M2026-11-04
Wellington Shields Capital Management, LLC
CLOSED085,673-85,673-100%$30.3M$0-$30.3M2026-11-03
M & L Capital Management Ltd
CLOSED036,980-36,980-100%$13.1M$0-$13.1M2026-10-26
Wilson Asset Management (International) PTY LTD
CLOSED036,474-36,474-100%$12.9M$0-$12.9M2026-10-26
TBH Global Asset Management, LLC
CLOSED035,525-35,525-100%$12.6M$0-$12.6M2026-11-03
Wellington Shields & Co., LLC
CLOSED034,927-34,927-100%$12.3M$0-$12.3M2026-11-03
Steadview Capital Management LLC
CLOSED032,100-32,100-100%$11.3M$0-$11.3M2026-10-28
SeaTown Holdings Pte. Ltd.
CLOSED026,000-26,000-100%$9.2M$0-$9.2M2026-10-07
Leonteq Securities AG
CLOSED022,802-22,802-100%$8.1M$0-$8.1M2026-10-29
DBA Trading, LLC
CLOSED019,600-19,600-100%$5.6M$0-$5.6M2026-11-04
Center for Financial Planning, Inc.
CLOSED019,567-19,567-100%$6.9M$0-$6.9M2026-10-26
Y-Intercept (Hong Kong) Ltd
CLOSED018,074-18,074-100%$6.4M$0-$6.4M2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED013,751-13,751-100%$4.9M$0-$4.9M2026-10-14
Jefferies Financial Group Inc.
CLOSED012,915-12,915-100%$4.6M$0-$4.6M2026-11-05
Q3 Asset Management
CLOSED012,150-12,150-100%$4.3M$0-$4.3M2026-11-06
Barrett & Company, Inc.
CLOSED011,957-11,957-100%$4.2M$0-$4.2M2026-10-22
Capelight Capital Asset Management LP
CLOSED010,000-10,000-100%$3.5M$0-$3.5M2026-10-23
CenterStar Asset Management, LLC
CLOSED09,880-9,880-100%$3.5M$0-$3.5M2026-10-09
ABC Arbitrage SA
CLOSED08,845-8,845-100%$3.1M$0-$3.1M2026-10-23
Surience Private Wealth LLC
CLOSED08,609-8,609-100%$3.0M$0-$3.0M2026-10-16
Monashee Investment Management LLC
CLOSED06,000-6,000-100%$2.1M$0-$2.1M2026-11-06
Victrix Investment Advisors
CLOSED05,447-5,447-100%$1.9M$0-$1.9M2026-10-13
Hussman Strategic Advisors, Inc.
CLOSED04,200-4,200-100%$1.5M$0-$1.5M2026-11-02
Strategic Equity Management
CLOSED03,717-3,717-100%$1.3M$0-$1.3M2026-11-04
Keystone Global Partners, LLC
CLOSED03,640-3,640-100%$1.3M$0-$1.3M2026-10-13
Moneywise, Inc.
CLOSED03,597-3,597-100%$1.3M$0-$1.3M2026-10-30
Lauterbach Financial Advisors, LLC
CLOSED03,245-3,245-100%$1.1M$0-$1.1M2026-10-21
Trace Wealth Advisors, LLC
CLOSED03,022-3,022-100%$1.1M$0-$1.1M2026-10-30
Life Planning Partners, Inc
CLOSED02,341-2,341-100%$827.1K$0-$827.1K2026-10-28
Scarborough Advisors, LLC
CLOSED02,330-2,330-100%$834.7K$0-$834.7K2026-10-16
Newport Capital Group, LLC
CLOSED02,011-2,011-100%$710.4K$0-$710.4K2026-10-16
Impact Investors, Inc
CLOSED01,675-1,675-100%$591.8K$0-$591.8K2026-11-02
Retirement Solution LLC
CLOSED01,381-1,381-100%$488.1K$0-$488.1K2026-10-27
Verus Wealth Management, LLC
CLOSED01,321-1,321-100%$466.7K$0-$466.7K2026-10-13
Summit Place Financial Advisors, LLC
CLOSED01,194-1,194-100%$421.9K$0-$421.9K2026-10-23
BancFirst Trust & Investment Management
CLOSED0829-829-100%$291.2K$0-$291.2K2026-10-30
Belvedere Trading LLC
CLOSED0774-774-100%$273.5K$0-$273.5K2026-11-05
Certior Financial Group, LLC
CLOSED0769-769-100%$271.8K$0-$271.8K2026-10-19
DMC Group, LLC
CLOSED0750-750-100%$265.0K$0-$265.0K2026-10-26
Mach-1 Financial Group, LLC
CLOSED0689-689-100%$243.4K$0-$243.4K2026-11-06
GEM Asset Management, LLC
CLOSED0675-675-100%$238.4K$0-$238.4K2026-10-13
Schwallier Wealth Management LLC
CLOSED0674-674-100%$238.3K$0-$238.3K2026-11-05
Aspetuck Financial Management LLC
CLOSED0673-673-100%$237.8K$0-$237.8K2026-11-04
Arbor Capital Management Inc
CLOSED0665-665-100%$223.3K$0-$223.3K2026-10-21
Silver Lake Advisory, LLC
CLOSED0648-648-100%$228.9K$0-$228.9K2026-10-22
Attessa Capital LLC
CLOSED0638-638-100%$225.4K$0-$225.4K2026-10-09
Epiq Partners, LLC
CLOSED0600-600-100%$212.1K$0-$212.1K2026-10-07
Lakewood Asset Management LLC
CLOSED0600-600-100%$212.0K$0-$212.0K2026-10-26
Peterson Wealth Advisors, LLC
CLOSED0587-587-100%$207.4K$0-$207.4K2026-10-08
Veratis Advisors, Inc.
CLOSED0584-584-100%$206.3K$0-$206.3K2026-11-03
FC Advisory LLC
CLOSED0583-583-100%$206.1K$0-$206.1K2026-10-05
Wise Wealth Partners
CLOSED0579-579-100%$204.6K$0-$204.6K2026-10-14
FinDec Wealth Services, Inc.
CLOSED0578-578-100%$204.2K$0-$204.2K2026-10-30
Kitching Partners, LLC
CLOSED0577-577-100%$203.9K$0-$203.9K2026-11-02
Horizon Advisory Services, Inc.
CLOSED0575-575-100%$203.2K$0-$203.2K2026-10-29
Graham Capital Wealth Management, LLC
CLOSED0570-570-100%$201.4K$0-$201.4K2026-10-26
Financial Concepts Unlimited, Inc.
CLOSED0568-568-100%$200.7K$0-$200.7K2026-11-06
Vermillion Wealth Management, Inc.
CLOSED0444-444-100%$156.8K$0-$156.8K2026-10-26
Kroeger Financial Partners
CLOSED0425-425-100%$150.2K$0-$150.2K2026-10-19
Portfolio Resources Advisor Group, Inc.
CLOSED0322-322-100%$113.8K$0-$113.8K2026-10-20
Evergreen Private Wealth LLC
CLOSED0300-300-100%$106.0K$0-$106.0K2026-10-30
Summer Road LLC
CLOSED0280-280-100%$98.9K$0-$98.9K2026-11-05
Sims Investment Management, LLC
CLOSED0260-260-100%$90.7K$0-$90.7K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0243-243-100%$85.9K$0-$85.9K2026-10-26
Ball & Co Wealth Management Inc.
CLOSED0203-203-100%$71$0-$712026-11-05
Robinswood Financial LLC
CLOSED0200-200-100%$70.7K$0-$70.7K2026-10-20
Davies Financial Advisors, Inc.
CLOSED040-40-100%$14.1K$0-$14.1K2026-10-09
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$6.9M$6.6M-$316.5K2026-10-29
BlackRock, Inc.
N/A—369,922,502-369,922,502-100%$130.7B———
Vanguard Capital Management LLC
N/A—306,936,860-306,936,860-100%$108.5B———
State Street Corp
N/A—190,923,442-190,923,442-100%$67.5B———
JPMorgan Chase & Co
N/A—137,833,254-137,833,254-100%$48.4B———
FMR LLC
N/A—121,958,993-121,958,993-100%$43.1B———
Vanguard Portfolio Management LLC
N/A—78,666,550-78,666,550-100%$27.8B———
Norges Bank
N/A—74,788,768-74,788,768-100%$26.4B———
Morgan Stanley
N/A—72,425,149-72,425,149-100%$25.6B———
Invesco Ltd.
N/A—66,090,301-66,090,301-100%$23.4B———
Price T Rowe Associates Inc
N/A—59,258,327-59,258,327-100%$20.9B———
Northern Trust Corp
N/A—52,301,235-52,301,235-100%$18.5B———
Capital Research Global Investors
N/A—42,891,466-42,891,466-100%$15.2B———
Capital World Investors
N/A—42,451,592-42,451,592-100%$15.0B———
Capital International Investors
N/A—42,042,459-42,042,459-100%$14.9B———
Alliancebernstein L.P.
N/A—36,669,121-36,669,121-100%$10.5B———
Goldman Sachs Group Inc
N/A—33,352,900-33,352,900-100%$11.8B———
Charles Schwab Investment Management Inc
N/A—32,618,930-32,618,930-100%$11.5B———
Bank of America Corp
N/A—32,582,675-32,582,675-100%$11.5B———
Nuveen, LLC
N/A—31,462,848-31,462,848-100%$11.1B———
Legal & General Group Plc
N/A—30,200,482-30,200,482-100%$10.7B———
Jupiter Topco LLC
N/A—30,072,304-30,072,304-100%$10.6B———
UBS Asset Management Americas LLC
N/A—28,819,203-28,819,203-100%$10.2B———
Berkshire Hathaway Inc
N/A—27,188,433-27,188,433-100%$9.6B———
Vanguard Fiduciary Trust Co
N/A—27,117,328-27,117,328-100%$9.6B———
Royal Bank of Canada
N/A—22,662,141-22,662,141-100%$8.0B———
Franklin Resources Inc
N/A—20,996,187-20,996,187-100%$7.4B———
UBS Group AG
N/A—19,222,797-19,222,797-100%$6.8B———
Wells Fargo & Company
N/A—18,685,128-18,685,128-100%$6.6B———
Wellington Management Group LLP
N/A—17,209,454-17,209,454-100%$6.1B———
HSBC Holdings PLC
N/A—15,167,431-15,167,431-100%$5.4B———
Arrowstreet Capital, Limited Partnership
N/A—14,331,673-14,331,673-100%$5.1B———
Jennison Associates LLC
N/A—14,012,220-14,012,220-100%$5.0B———
SG Americas Securities, LLC
N/A—13,449,662-13,449,662-100%$4.8B———
Swiss National Bank
N/A—13,037,040-13,037,040-100%$4.6B———
Dodge & COX
N/A—11,961,097-11,961,097-100%$4.2B———
Ameriprise Financial Inc
N/A—10,770,364-10,770,364-100%$3.8B———
National Pension Service
N/A—10,550,690-10,550,690-100%$3.7B———
Bank of Montreal
N/A—10,525,956-10,525,956-100%$3.7B———
Vanguard Global Advisers, LLC
N/A—10,191,006-10,191,006-100%$3.6B———
TCI Fund Management LtdA
N/A—9,938,819-9,938,819-100%$3.5B———
Bessemer Group Inc
N/A—9,650,123-9,650,123-100%$3.4B———
California Public Employees Retirement System
N/A—9,358,074-9,358,074-100%$3.3B———
Vanguard Asset Management, Ltd
N/A—9,233,281-9,233,281-100%$3.3B———
American Century Companies Inc
N/A—9,047,039-9,047,039-100%$3.2B———
Canada Pension Plan Investment Board
N/A—8,956,115-8,956,115-100%$3.2B———
Nordea Investment Management AB
N/A—8,841,020-8,841,020-100%$3.1B———
Winslow Capital Management, LLC
N/A—8,800,064-8,800,064-100%$3.1B———
Neuberger Berman Group LLC
N/A—8,752,111-8,752,111-100%$3.1B———
Rhumbline Advisers
N/A—8,249,403-8,249,403-100%$2.9B———
Brown Advisory Inc
N/A—7,878,773-7,878,773-100%$2.8B———
Fayez Sarofim & Co
N/A—7,841,228-7,841,228-100%$2.8B———
Raymond James Financial Inc
N/A—7,665,119-7,665,119-100%$2.7B———
First Eagle Investment Management, LLC
N/A—7,316,252-7,316,252-100%$2.6B———
BNP Paribas Financial Markets
N/A—7,154,783-7,154,783-100%$2.5B———
National Bank of Canada
N/A—7,050,507-7,050,507-100%$2.5B———
California State Teachers Retirement System
N/A—7,007,408-7,007,408-100%$2.5B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—6,902,090-6,902,090-100%$2.4B———
D. E. Shaw & Co., Inc.
N/A—6,751,217-6,751,217-100%$2.4B———
Envestnet Asset Management Inc
N/A—6,398,288-6,398,288-100%$2.3B———
AQR Capital Management LLC
N/A—6,347,769-6,347,769-100%$2.2B———
Baird Financial Group, Inc.
N/A—6,271,798-6,271,798-100%$2.2B———
Victory Capital Management Inc
N/A—6,181,965-6,181,965-100%$2.2B———
Susquehanna International Group, LLP
N/A—5,865,283-5,865,283-100%$2.1B———
SEI Investments Co
N/A—5,713,866-5,713,866-100%$2.0B———
New York State Common Retirement Fund
N/A—5,449,691-5,449,691-100%$1.9B———
Primecap Management Co
N/A—5,399,060-5,399,060-100%$1.9B———
T. Rowe Price Investment Management, Inc.
N/A—4,861,492-4,861,492-100%$1.7B———
Aristotle Capital Management, LLC
N/A—4,829,427-4,829,427-100%$1.7B———
Bank of Nova Scotia
N/A—4,770,539-4,770,539-100%$1.7B———
Allianz Asset Management GmbH
N/A—4,693,417-4,693,417-100%$1.7B———
Aviva PLC
N/A—4,516,261-4,516,261-100%$1.6B———
Natixis Advisors, LLC
N/A—4,451,703-4,451,703-100%$1.6B———
Fred Alger Management, LLC
N/A—4,334,298-4,334,298-100%$1.5B———
Prudential Financial Inc
N/A—4,315,100-4,315,100-100%$1.5B———
BNP Paribas Asset Management Holding S.A.
N/A—4,315,051-4,315,051-100%$1.5B———
Adage Capital Partners GP, L.L.C.
N/A—4,215,120-4,215,120-100%$1.5B———
State Board of Administration of Florida Retirement System
N/A—4,038,284-4,038,284-100%$1.4B———
Eagle Capital Management LLC
N/A—4,033,340-4,033,340-100%$1.4B———
Focus Partners Wealth
N/A—3,987,329-3,987,329-100%$1.4B———
Jacobs Levy Equity Management, Inc
N/A—3,958,271-3,958,271-100%$1.4B———
First Manhattan Co. Llc.
N/A—3,931,213-3,931,213-100%$1.4B———
Ensign Peak Advisors, Inc
N/A—3,922,083-3,922,083-100%$1.4B———
Quantinno Capital Management LP
N/A—3,839,822-3,839,822-100%$1.4B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,758,007-3,758,007-100%$1.3B———
Lazard Asset Management LLC
N/A—3,643,303-3,643,303-100%$1.3B———
Canada Life Assurance Co
N/A—3,584,303-3,584,303-100%$1.3B———
TD Asset Management Inc
N/A—3,501,281-3,501,281-100%$1.2B———
Cerity Partners LLC
N/A—3,461,072-3,461,072-100%$1.2B———
Stifel Financial Corp
N/A—3,442,790-3,442,790-100%$1.2B———
Danske Bank A/S
N/A—3,339,577-3,339,577-100%$1.2B———
Korea Investment Corp
N/A—3,308,997-3,308,997-100%$1.2B———
Chevy Chase Trust Holdings, LLC
N/A—3,179,428-3,179,428-100%$1.1B———
Manufacturers Life Insurance Company, the
N/A—3,123,535-3,123,535-100%$1.1B———
State of Wisconsin Investment Board
N/A—3,114,324-3,114,324-100%$1.1B———
Baillie Gifford & Co
N/A—3,087,822-3,087,822-100%$1.1B———
CIBC Bancorp USA Inc.
N/A—3,085,305-3,085,305-100%$1.1B———
Gardner Russo & Quinn LLC
N/A—3,048,077-3,048,077-100%$1.1B———
Voya Investment Management LLC
N/A—2,998,152-2,998,152-100%$1.1B———
Storebrand Asset Management AS
N/A—2,972,569-2,972,569-100%$1.1B———
Blair William & Co
N/A—2,953,724-2,953,724-100%$1.0B———
Handelsbanken Fonder AB
N/A—2,854,989-2,854,989-100%$1.0B———
Acadian Asset Management LLC
N/A—2,841,176-2,841,176-100%$1.0B———
Schroder Investment Management Group
N/A—2,807,655-2,807,655-100%$992.0M———
Virtu Financial LLC
N/A—2,762,046-2,762,046-100%$975.9M———
Loomis Sayles & Co L P
N/A—2,716,368-2,716,368-100%$959.8M———
1832 Asset Management L.P.
N/A—2,700,266-2,700,266-100%$954.1M———
Brown Brothers Harriman & Co
N/A—2,684,233-2,684,233-100%$948.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,613,889-2,613,889-100%$923.6M———
Citadel Advisors LLC
N/A—2,545,533-2,545,533-100%$899.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,541,090-2,541,090-100%$897.8M———
Mariner, LLC
N/A—2,475,279-2,475,279-100%$874.6M———
Himalaya Capital Management LLC
N/A—2,451,300-2,451,300-100%$866.1M———
Vanguard Investments Australia, Ltd.
N/A—2,379,304-2,379,304-100%$840.7M———
CI Investments Inc.
N/A—2,378,854-2,378,854-100%$840.5M———
Nomura Asset Management Co LTD
N/A—2,372,804-2,372,804-100%$838.4M———
Jones Financial Companies Lllp
N/A—2,270,683-2,270,683-100%$760.2M———
Vinva Investment Management Ltd
N/A—2,247,137-2,247,137-100%$792.4M———
Treasurer of the State of North Carolina
N/A—2,234,573-2,234,573-100%$789.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—2,228,776-2,228,776-100%$787.5M———
Toronto Dominion Bank
N/A—2,201,535-2,201,535-100%$777.9M———
Rockefeller Capital Management L.P.
N/A—2,192,491-2,192,491-100%$774.7M———
Polen Capital Management LLC
N/A—2,165,218-2,165,218-100%$765.0M———
LOS Angeles Capital Management LLC
N/A—2,152,628-2,152,628-100%$760.6M———
Soroban Capital Partners LP
N/A—2,131,498-2,131,498-100%$753.1M———
HighTower Advisors, LLC
N/A—2,104,869-2,104,869-100%$743.7M———
Credit Agricole S A
N/A—2,060,139-2,060,139-100%$727.9M———
Royal London Asset Management LTD
N/A—2,007,007-2,007,007-100%$709.1M———
M&T Bank Corp
N/A—2,002,887-2,002,887-100%$707.7M———
KLP Kapitalforvaltning AS
N/A—1,989,260-1,989,260-100%$702.9M———
H&H International Investment, LLC
N/A—1,968,600-1,968,600-100%$695.6M———
Panagora Asset Management Inc
N/A—1,945,094-1,945,094-100%$687.3M———
Harris Associates L P
N/A—1,937,306-1,937,306-100%$684.5M———
Public Employees Retirement System of Ohio
N/A—1,887,909-1,887,909-100%$667.1M———
Worldquant Millennium Advisors LLC
N/A—1,873,117-1,873,117-100%$661.8M———
Appaloosa LP
N/A—1,850,000-1,850,000-100%$653.7M———
ING Groep NV
N/A—1,813,910-1,813,910-100%$640.9M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—1,800,000-1,800,000-100%$636.0M———
HRT Financial LP
N/A—1,761,000-1,761,000-100%$622.2M———
Polar Capital Holdings Plc
N/A—1,729,332-1,729,332-100%$611.0M———
Jupiter Asset Management LTD
N/A—1,699,969-1,699,969-100%$595.8M———
Osaic Holdings, Inc.
N/A—1,690,618-1,690,618-100%$597.5M———
Mairs & Power Inc
N/A—1,683,439-1,683,439-100%$594.8M———
State Farm Mutual Automobile Insurance Co
N/A—1,682,807-1,682,807-100%$594.6M———
TCW Group Inc
N/A—1,679,653-1,679,653-100%$593.5M———
State of Tennessee, Department of Treasury
N/A—1,648,248-1,648,248-100%$582.4M———
Cetera Investment Advisers
N/A—1,635,199-1,635,199-100%$577.8M———
Clear Street Group Inc.
N/A—1,633,092-1,633,092-100%$577.0M———
Teacher Retirement System of Texas
N/A—1,622,321-1,622,321-100%$573.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,594,027-1,594,027-100%$562.6M———
Tredje Ap-fonden
N/A—1,587,685-1,587,685-100%$561.0M———
Renaissance Technologies LLC
N/A—1,575,815-1,575,815-100%$556.8M———
CIBC World Market Inc.
N/A—1,504,820-1,504,820-100%$531.7M———
Jane Street Group, LLC
N/A—1,497,396-1,497,396-100%$529.1M———
Mercer Global Advisors Inc
N/A—1,487,716-1,487,716-100%$525.7M———
Whittier Trust Co
N/A—1,484,982-1,484,982-100%$541.9M———
Rathbones Group PLC
N/A—1,481,466-1,481,466-100%$523.4M———
Maverick Capital LTD
N/A—1,442,118-1,442,118-100%$509.5M———
Empower Advisory Group, LLC
N/A—1,429,431-1,429,431-100%$505.1M———
Caisse de Depot ET Placement DU Quebec
N/A—1,418,035-1,418,035-100%$501.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—1,387,835-1,387,835-100%$490.4M———
FIL Ltd
N/A—1,384,376-1,384,376-100%$489.1M———
Man Group plc
N/A—1,382,434-1,382,434-100%$488.5M———
Resona Asset Management Co.,Ltd.
N/A—1,381,050-1,381,050-100%$487.4M———
Baupost Group LLC
N/A—1,371,931-1,371,931-100%$484.7M———
Macquarie Group LTD
N/A—1,371,386-1,371,386-100%$484.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,364,312-1,364,312-100%$482.1M———
First Pacific Advisors, LP
N/A—1,333,205-1,333,205-100%$471.1M———
Scotia Capital Inc.
N/A—1,318,995-1,318,995-100%$466.1M———
Douglass Winthrop Advisors, LLC
N/A—1,317,984-1,317,984-100%$465.7M———
Janney Montgomery Scott LLC
N/A—1,313,878-1,313,878-100%$464.2M———
Bartlett & Co. Wealth Management LLC
N/A—1,301,453-1,301,453-100%$459.8M———
MetLife Investment Management, LLC
N/A—1,268,522-1,268,522-100%$448.2M———
Capitolis Liquid Global Markets LLC
N/A—1,260,112-1,260,112-100%$445.2M———
Captrust Financial Advisors
N/A—1,225,915-1,225,915-100%$433.2M———
Massachusetts Financial Services Co
N/A—1,202,207-1,202,207-100%$427.3M———
DnB Asset Management AS
N/A—1,193,420-1,193,420-100%$421.7M———
First Trust Advisors LP
N/A—1,156,132-1,156,132-100%$408.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,143,120-1,143,120-100%$403.9M———
Northwestern Mutual Wealth Management Co
N/A—1,119,936-1,119,936-100%$395.7M———
HM Payson & Co
N/A—1,116,350-1,116,350-100%$394.4M———
Federation des caisses Desjardins du Quebec
N/A—1,112,540-1,112,540-100%$393.1M———
Glenmede Trust Co NA
N/A—1,088,532-1,088,532-100%$384.6M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—1,087,252-1,087,252-100%$384.2M———
Employees Retirement System of Texas
N/A—1,076,258-1,076,258-100%$380.3M———
Davis Asset Management, L.P.
N/A—1,049,574-1,049,574-100%$370.8M———
ARK Investment Management LLC
N/A—1,043,334-1,043,334-100%$368.6M———
Woodline Partners LP
N/A—1,025,656-1,025,656-100%$362.4M———
Foxhaven Asset Management, LP
N/A—1,014,534-1,014,534-100%$358.5M———
Milford Funds LTD
N/A—982,421-982,421-100%$347.1M———
Graham Holdings Co
N/A—982,250-982,250-100%$347.1M———
SurgoCap Partners LP
N/A—966,080-966,080-100%$341.3M———
IEQ Capital, LLC
N/A—957,826-957,826-100%$338.4M———
Pathstone Holdings, LLC
N/A—953,309-953,309-100%$337.4M———
WCM Investment Management, LLC
N/A—952,310-952,310-100%$334.5M———
Nissay Asset Management Corp N
N/A—944,026-944,026-100%$333.6M———
Ruane, Cunniff & Goldfarb L.P.
N/A—924,866-924,866-100%$326.8M———
Coatue Management LLC
N/A—908,395-908,395-100%$321.0M———
Capital Counsel LLC
N/A—902,248-902,248-100%$318.8M———
Voloridge Investment Management, LLC
N/A—879,677-879,677-100%$310.8M———
O'shaughnessy Asset Management, LLC
N/A—875,230-875,230-100%$309.2M———
Gobi Capital LLC
N/A—864,256-864,256-100%$305.4M———
Public Sector Pension Investment Board
N/A—862,348-862,348-100%$304.7M———
Phoenix Financial Ltd.
N/A—861,860-861,860-100%$304.5M———
QRG Capital Management, Inc.
N/A—861,292-861,292-100%$304.3M———
Capital Group Private Client Services, Inc.
N/A—853,463-853,463-100%$301.6M———
NZS Capital, LLC
N/A—841,068-841,068-100%$297.2M———
Mediolanum International Funds Ltd
N/A—836,230-836,230-100%$293.8M———
Danica Pension, Livsforsikringsaktieselskab
N/A—831,059-831,059-100%$293.6M———
Torno Capital, LLC
N/A—830,000-830,000-100%$293.3M———
Mizuho Securities USA LLC
N/A—829,083-829,083-100%$294.8M———
National Philanthropic Trust
N/A—823,597-823,597-100%$291.0M———
Silvercrest Asset Management Group LLC
N/A—820,096-820,096-100%$289.8M———
MAI Capital Management
N/A—815,842-815,842-100%$288.3M———
Evercore Wealth Management, LLC
N/A—815,308-815,308-100%$288.1M———
Performance Wealth Partners, LLC
N/A—815,271-815,271-100%$288.1M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—814,417-814,417-100%$287.8M———
Banque Transatlantique SA
N/A—814,120-814,120-100%$257.7M———
Beck Mack & Oliver LLC
N/A—804,126-804,126-100%$284.1M———
USS Investment Management Ltd
N/A—802,874-802,874-100%$283.7M———
Commerce Bank
N/A—777,110-777,110-100%$274.6M———
Capital International, Inc.
N/A—771,314-771,314-100%$272.5M———
NewEdge Advisors, LLC
N/A—769,336-769,336-100%$271.8M———
MML Investors Services, LLC
N/A—765,884-765,884-100%$270.6M———
Sequoia Financial Advisors, LLC
N/A—761,320-761,320-100%$269.0M———
Cresset Asset Management, LLC
N/A—747,279-747,279-100%$264.0M———
Intech Investment Management LLC
N/A—741,460-741,460-100%$262.0M———
Crake Asset Management LLP
N/A—737,500-737,500-100%$260.6M———
Cannell & Spears LLC
N/A—727,488-727,488-100%$257.0M———
Utah Retirement Systems
N/A—721,917-721,917-100%$255.1M———
Police & Firemen's Retirement System of New Jersey
N/A—712,129-712,129-100%$251.6M———
British Columbia Investment Management Corp
N/A—692,982-692,982-100%$244.9M———
Noked Israel Ltd
N/A—691,420-691,420-100%$244.3M———
Omers Administration Corp
N/A—689,431-689,431-100%$243.6M———
Balyasny Asset Management L.P.
N/A—685,166-685,166-100%$242.1M———
London Co of Virginia
N/A—681,915-681,915-100%$240.9M———
DF Dent & Co Inc
N/A—679,481-679,481-100%$240.1M———
Prudential PLC
N/A—679,083-679,083-100%$239.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—666,578-666,578-100%$235.5M———
Whittier Trust Co of Nevada Inc
N/A—663,668-663,668-100%$241.3M———
DJE Kapital AG
N/A—662,092-662,092-100%$239.3M———
Wealthfront Advisers LLC
N/A—655,174-655,174-100%$231.5M———
Marshall Wace, LLP
N/A—650,357-650,357-100%$229.8M———
Clearbridge Investments, LLC
N/A—639,103-639,103-100%$225.8M———
Banco Santander, S.A.
N/A—625,126-625,126-100%$220.9M———
Marex Group Ltd
N/A—611,471-611,471-100%$216.1M———
Madison Asset Management, LLC
N/A—610,192-610,192-100%$215.6M———
Andra Ap-fonden
N/A—605,817-605,817-100%$214.1M———
Giverny Capital Inc.
N/A—605,460-605,460-100%$213.9M———
DV Trading LLC
N/A—602,359-602,359-100%$212.8M———
Elo Mutual Pension Insurance Co
N/A—589,317-589,317-100%$208.2M———
Hudson Bay Capital Management LP
N/A—588,332-588,332-100%$207.9M———
Public Employees Retirement Association of Colorado
N/A—587,409-587,409-100%$207.5M———
Route One Investment Company, L.P.
N/A—584,050-584,050-100%$206.4M———
Erste Asset Management GmbH
N/A—570,148-570,148-100%$200.3M———
RK Capital Management, LLC
N/A—570,000-570,000-100%$201.4M———
Vanguard Personalized Indexing Management, LLC
N/A—566,892-566,892-100%$200.3M———
Davis Selected Advisers
N/A—564,274-564,274-100%$199.4M———
AustralianSuper Pty Ltd
N/A—562,512-562,512-100%$198.8M———
Capital Advisors Inc
N/A—556,778-556,778-100%$196.7M———
Millennium Management LLC
N/A—555,247-555,247-100%$196.2M———
CapitalatWork S.A.
N/A—550,794-550,794-100%$194.6M———
Fullerton Fund Management Co Ltd.
N/A—546,477-546,477-100%$193.1M———
Sanctuary Advisors, LLC
N/A—545,107-545,107-100%$192.6M———
Bamco Inc
N/A—541,579-541,579-100%$191.4M———
Steward Partners Investment Advisory, LLC
N/A—539,897-539,897-100%$190.8M———
Vulcan Value Partners, LLC
N/A—539,472-539,472-100%$190.6M———
Pinebridge Investments LLC
N/A—539,424-539,424-100%$190.6M———
Tocqueville Asset Management L.P.
N/A—534,147-534,147-100%$188.7M———
Aptus Capital Advisors, LLC
N/A—521,953-521,953-100%$184.4M———
Teachers Retirement System of the State of Kentucky
N/A—521,771-521,771-100%$184.4M———
United Capital Financial Advisors, LLC
N/A—500,598-500,598-100%$176.9M———
Burkehill Global Management, LP
N/A—500,000-500,000-100%$176.7M———
Fairview Capital Investment Management, LLC
N/A—499,683-499,683-100%$176.6M———
NS Partners Ltd
N/A—498,529-498,529-100%$176.1M———
Capital International Sarl
N/A—491,511-491,511-100%$173.7M———
Pacer Advisors, Inc.
N/A—472,854-472,854-100%$167.1M———
Waverly Advisors, LLC
N/A—469,872-469,872-100%$166.0M———
Peapack Gladstone Financial Corp
N/A—467,180-467,180-100%$165.1M———
Nomura Asset Management International Inc.
N/A—466,450-466,450-100%$164.8M———
Guggenheim Capital LLC
N/A—463,325-463,325-100%$163.7M———
Trexquant Investment LP
N/A—462,882-462,882-100%$163.6M———
Castle Hook Partners LP
N/A—459,557-459,557-100%$162.4M———
Investment Management Corp of Ontario
N/A—448,555-448,555-100%$158.5M———
Rafferty Asset Management, LLC
N/A—447,892-447,892-100%$158.3M———
RiverFront Investment Group, LLC
N/A—447,842-447,842-100%$158.2M———
Intermede Investment Partners Ltd
N/A—443,172-443,172-100%$151.9K———
Bollard Group LLC
N/A—441,256-441,256-100%$155.9M———
Advisors Capital Management, LLC
N/A—437,578-437,578-100%$154.6M———
ABN Amro Bank N.V.
N/A—431,035-431,035-100%$152.3M———
Gilder Gagnon Howe & Co LLC
N/A—430,815-430,815-100%$152.2M———
&partners
N/A—423,378-423,378-100%$150.7M———
Groupe la Francaise
N/A—421,116-421,116-100%$148.9M———
Southeast Asset Advisors, LLC
N/A—417,976-417,976-100%$147.7M———
Mufg Securities Emea plc
N/A—417,189-417,189-100%$147.4M———
Qube Research & Technologies Ltd
N/A—415,605-415,605-100%$146.8M———
Greenbrier Partners Capital Management, LLC
N/A—411,372-411,372-100%$145.4M———
Private Advisor Group, LLC
N/A—406,713-406,713-100%$143.7M———
Summit Trail Advisors, LLC
N/A—403,486-403,486-100%$142.6M———
Ghisallo Capital Management LLC
N/A—400,000-400,000-100%$141.3M———
EP Wealth Advisors, LLC
N/A—399,284-399,284-100%$141.1M———
Gabelli Funds LLC
N/A—387,454-387,454-100%$136.9M———
Keystone Investors PTE LTD
N/A—387,306-387,306-100%$136.8M———
Nomura Holdings Inc
N/A—384,434-384,434-100%$135.8M———
True Blue (BVI) Ltd
N/A—383,327-383,327-100%$135.4M———
Aviso Financial Inc.
N/A—381,295-381,295-100%$134.7M———
EFG International AG
N/A—376,257-376,257-100%$133.0M———
Arax Advisory Partners
N/A—374,486-374,486-100%$132.3M———
First Foundation Advisors
N/A—372,706-372,706-100%$131.7M———
Amova Asset Management Americas, Inc.
N/A—372,180-372,180-100%$131.5M———
Equitable Holdings, Inc.
N/A—369,888-369,888-100%$130.7M———
BNP Paribas
N/A—367,558-367,558-100%$129.5M———
Empowered Funds, LLC
N/A—367,487-367,487-100%$129.8M———
Optiver Holding B.V.
N/A—358,566-358,566-100%$126.7M———
Norinchukin Bank, The
N/A—349,386-349,386-100%$123.4M———
Van Eck Associates Corp
N/A—347,472-347,472-100%$122.8M———
Atlantic Union Bankshares Corp
N/A—343,819-343,819-100%$121.5M———
Pinnacle Financial Partners, Inc.
N/A—340,632-340,632-100%$120.4M———
Susquehanna Advisors Group, Inc.
N/A—339,508-339,508-100%$120.0M———
Callan Family Office, LLC
N/A—339,487-339,487-100%$120.0M———
Fiduciary Trust Co
N/A—336,941-336,941-100%$119.1M———
Meeder Asset Management Inc
N/A—335,814-335,814-100%$118.7M———
Composition Wealth, LLC
N/A—335,661-335,661-100%$118.6M———
OAK Associates LTD
N/A—334,320-334,320-100%$118.1M———
Beacon Pointe Advisors, LLC
N/A—334,171-334,171-100%$118.0M———
Avalon Trust Co
N/A—334,148-334,148-100%$118.1M———
Magellan Asset Management Ltd
N/A—330,458-330,458-100%$116.8M———
Laura & John Arnold Foundation
N/A—325,000-325,000-100%$114.8M———
Saudi Central Bank
N/A—323,561-323,561-100%$114.3M———
Osterweis Capital Management Inc
N/A—322,182-322,182-100%$113.8M———
Stephens Inc
N/A—320,623-320,623-100%$113.4M———
Tidal Investments LLC
N/A—320,397-320,397-100%$113.2M———
Causeway Capital Management LLC
N/A—316,217-316,217-100%$111.7M———
Linden Advisors LP
N/A—314,480-314,480-100%$111.1M———
Homestead Advisers Corp
N/A—314,372-314,372-100%$111.1M———
J. Stern & Co. LLP
N/A—311,939-311,939-100%$110.2M———
Tudor Investment Corp ET AL
N/A—311,448-311,448-100%$110.0M———
Wealthspire Advisors, LLC
N/A—304,880-304,880-100%$107.7M———
Northwest & Ethical Investments L.P.
N/A—303,801-303,801-100%$107.3M———
Kentucky Retirement Systems
N/A—300,034-300,034-100%$106.0M———
Squarepoint Ops LLC
N/A—299,461-299,461-100%$105.8M———
Brandes Investment Partners, LP
N/A—296,414-296,414-100%$104.7M———
East Coast Asset Management, Llc.
N/A—294,501-294,501-100%$104.1M———
XN LP
N/A—292,804-292,804-100%$103.5M———
Triple Frond Partners LLC
N/A—291,544-291,544-100%$103.0M———
NWI Management LP
N/A—290,000-290,000-100%$102.5M———
Walleye Trading LLC
N/A—289,089-289,089-100%$102.1M———
Dundas Partners LLP
N/A—282,696-282,696-100%$99.9M———
Bridges Investment Management Inc
N/A—282,417-282,417-100%$99.8M———
Select Equity Group, L.P.
N/A—279,019-279,019-100%$98.6M———
Allstate Corp
N/A—278,136-278,136-100%$98.3M———
Shelton Capital Management
N/A—275,124-275,124-100%$97.2M———
MayTech Global Investments, LLC
N/A—273,112-273,112-100%$96.5M———
Capstone Investment Advisors, LLC
N/A—271,923-271,923-100%$96.1M———
Vident Advisory, LLC
N/A—270,107-270,107-100%$95.4M———
Windward Capital Management Co
N/A—269,380-269,380-100%$95.2M———
Weitz Investment Management, Inc.
N/A—268,100-268,100-100%$94.7M———
Flputnam Investment Management Co
N/A—262,666-262,666-100%$92.8M———
Thomasville National Bank
N/A—262,647-262,647-100%$92.8M———
South Dakota Investment Council
N/A—262,529-262,529-100%$92.8M———
Daiichi Life Insurance Co., Ltd.
N/A—259,226-259,226-100%$91.6M———
Soma Equity Partners LP
N/A—258,497-258,497-100%$91.3M———
Night Owl Capital Management, LLC
N/A—256,337-256,337-100%$90.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—256,147-256,147-100%$90.5M———
Independent Advisor Alliance
N/A—252,853-252,853-100%$89.3M———
Roundview Capital LLC
N/A—250,743-250,743-100%$88.6M———
Curi Capital, LLC
N/A—248,786-248,786-100%$87.9M———
Canada Post Corp Registered Pension Plan
N/A—248,295-248,295-100%$87.7M———
W1m Asset Management Ltd
N/A—247,250-247,250-100%$87.4M———
Navera Investment Management Ltd.
N/A—247,136-247,136-100%$87.3M———
Johnson Investment Counsel Inc
N/A—246,326-246,326-100%$87.0M———
GMT Capital Corp
N/A—245,800-245,800-100%$86.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—241,832-241,832-100%$85.4M———
Huntington National Bank
N/A—241,527-241,527-100%$85.3M———
Parker Investment Management, LLC
N/A—240,255-240,255-100%$84.9M———
Metis Global Partners, LLC
N/A—240,218-240,218-100%$84.9M———
Callahan Advisors, LLC
N/A—236,926-236,926-100%$83.7M———
Iron Gate Global Advisors LLC
N/A—235,795-235,795-100%$83.3M———
SIH Partners, Lllp
N/A—235,789-235,789-100%$83.3M———
Lionstone Capital Management LLC
N/A—233,545-233,545-100%$82.5M———
Heritage Wealth Advisors
N/A—230,790-230,790-100%$81.5M———
Altshuler Shaham Ltd
N/A—230,278-230,278-100%$81.3M———
Orion Porfolio Solutions, LLC
N/A—230,011-230,011-100%$81.3M———
Bowen Hanes & Co Inc
N/A—229,640-229,640-100%$65.9M———
Cary Street Partners Financial LLC
N/A—228,525-228,525-100%$80.7M———
Caprock Group, LLC
N/A—225,787-225,787-100%$79.8M———
Venator Management LLC
N/A—225,195-225,195-100%$79.6M———
Empirical Finance, LLC
N/A—221,920-221,920-100%$78.4M———
Capital International LTD
N/A—220,070-220,070-100%$77.8M———
Envestnet Portfolio Solutions, Inc.
N/A—219,739-219,739-100%$77.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—218,777-218,777-100%$77.3M———
Integrated Wealth Concepts LLC
N/A—216,923-216,923-100%$76.6M———
Choate Investment Advisors
N/A—213,613-213,613-100%$75.5M———
Headwater Capital Co Ltd
N/A—213,000-213,000-100%$75.3M———
Dock Street Asset Management Inc
N/A—212,492-212,492-100%$75.1M———
Allianz SE
N/A—209,476-209,476-100%$74.0M———
Act Two Investors LLC
N/A—209,221-209,221-100%$73.9M———
Baltimore-Washington Financial Advisors, Inc.
N/A—207,758-207,758-100%$73.4M———
First National Bank of Omaha
N/A—206,910-206,910-100%$72.8M———
Harvest Fund Management Co., Ltd
N/A—206,734-206,734-100%$73.0M———
Epoch Investment Partners, Inc.
N/A—205,756-205,756-100%$72.7M———
Bleakley Financial Group, LLC
N/A—203,889-203,889-100%$72.0M———
Gamco Investors, Inc. ET AL
N/A—203,471-203,471-100%$71.9M———
Stratos Wealth Partners, Ltd.
N/A—203,340-203,340-100%$71.8M———
Nellore Capital Management LLC
N/A—200,700-200,700-100%$70.9M———
Seven Grand Managers, LLC
N/A—200,000-200,000-100%$70.7M———
Westwood Holdings Group Inc
N/A—198,215-198,215-100%$70.0M———
North Star Asset Management Inc
N/A—197,701-197,701-100%$69.9M———
Iconiq Capital, LLC
N/A—197,286-197,286-100%$69.7M———
Segall Bryant & Hamill, LLC
N/A—192,428-192,428-100%$68.0M———
Varma Mutual Pension Insurance Co
N/A—190,914-190,914-100%$67.5M———
Ameritas Investment Partners, Inc.
N/A—189,709-189,709-100%$67.0M———
Snowden Capital Advisors LLC
N/A—188,844-188,844-100%$66.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—187,408-187,408-100%$66.2M———
World Investment Advisors
N/A—187,224-187,224-100%$54.2M———
Summit Financial, LLC
N/A—187,108-187,108-100%$66.1M———
Blue Chip Partners, LLC
N/A—185,997-185,997-100%$65.7M———
Coldstream Capital Management Inc
N/A—185,623-185,623-100%$65.6M———
Gotham Asset Management, LLC
N/A—185,492-185,492-100%$65.5M———
Caption Management, LLC
N/A—182,700-182,700-100%$64.6M———
Klingenstein Fields & Co LP
N/A—181,916-181,916-100%$64.3M———
Tower Bridge Advisors
N/A—180,426-180,426-100%$63.7M———
McMillan Office, Inc.
N/A—180,172-180,172-100%$63.7M———
Bragg Financial Advisors, Inc
N/A—178,691-178,691-100%$63.1M———
Great Valley Advisor Group, Inc.
N/A—177,780-177,780-100%$62.8M———
Covington Investment Advisors Inc.
N/A—174,480-174,480-100%$61.6M———
Cumberland Partners Ltd
N/A—167,640-167,640-100%$59.2M———
Boston Family Office LLC
N/A—167,341-167,341-100%$59.1M———
Siemens Fonds Invest GmbH
N/A—166,810-166,810-100%$58.9M———
Kinetic Partners Management, LP
N/A—166,260-166,260-100%$58.7M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—166,216-166,216-100%$58.7M———
Bradley Foster & Sargent Inc
N/A—163,692-163,692-100%$57.8M———
Mizuho Markets Americas LLC
N/A—163,436-163,436-100%$57.7M———
Graham Capital Management, L.P.
N/A—162,787-162,787-100%$57.5M———
SouthState Bank Corp
N/A—162,272-162,272-100%$57.3M———
Ironvine Capital Partners, LLC
N/A—161,317-161,317-100%$57.0M———
Moneta Group Investment Advisors LLC
N/A—160,933-160,933-100%$56.9M———
Invictus Private Wealth, LLC
N/A—158,853-158,853-100%$56.1M———
Systematic Alpha Investments, LLC
N/A—158,759-158,759-100%$56.1M———
Campbell Capital Management Inc
N/A—158,639-158,639-100%$56.1M———
Fiduciary Group, LLC
N/A—158,332-158,332-100%$55.9M———
Copos Capital B.V.
N/A—157,000-157,000-100%$55.5M———
Advisory Services Network, LLC
N/A—155,194-155,194-100%$54.8M———
Ancora Advisors LLCA
N/A—155,007-155,007-100%$54.8M———
Argent Trust Co
N/A—154,417-154,417-100%$54.6M———
Jasper Ridge Partners, L.P.
N/A—154,249-154,249-100%$54.5M———
Lowe Brockenbrough & Co Inc
N/A—154,129-154,129-100%$54.5M———
Parkwood LLC
N/A—152,103-152,103-100%$53.7M———
Clarity Financial LLC
N/A—151,877-151,877-100%$53.7M———
Northwestern Mutual Investment Management Company, LLC
N/A—151,537-151,537-100%$53.5M———
Longbow Finance SA
N/A—151,086-151,086-100%$53.4M———
One Capital Management, LLC
N/A—149,566-149,566-100%$42.9M———
Dorsey & Whitney Trust Co LLC
N/A—149,515-149,515-100%$52.8M———
Evelyn Partners Group Ltd
N/A—148,484-148,484-100%$52.5M———
Benjamin Edwards Inc
N/A—148,421-148,421-100%$52.4M———
Ingalls & Snyder LLC
N/A—148,401-148,401-100%$52.4M———
RWA Wealth Partners, LLC
N/A—148,169-148,169-100%$52.4M———
Schwerin Boyle Capital Management Inc
N/A—147,745-147,745-100%$52.2M———
Clough Capital Partners L P
N/A—146,763-146,763-100%$51.9M———
One Madison Group LLC
N/A—145,000-145,000-100%$51.2M———
Trivest Advisors Ltd
N/A—144,000-144,000-100%$50.9M———
Dash Acquisitions Inc.
N/A—143,527-143,527-100%$49.1M———
Syon Capital LLC
N/A—142,483-142,483-100%$50.3M———
Zacks Investment Management
N/A—142,478-142,478-100%$50.3M———
Mufg Securities Americas Inc.
N/A—142,353-142,353-100%$50.3M———
Edmond de Rothschild Holding S.A.
N/A—141,896-141,896-100%$50.1M———
Verition Fund Management LLC
N/A—141,018-141,018-100%$49.8M———
Greenwich Wealth Management LLC
N/A—140,937-140,937-100%$49.8M———
Osmosis Investment Management UK Ltd
N/A—140,300-140,300-100%$49.6M———
Arkadios Wealth Advisors
N/A—139,581-139,581-100%$49.3M———
Davis R M Inc
N/A—138,438-138,438-100%$48.9M———
Oddo BHF Asset Management SAS
N/A—138,260-138,260-100%$48.9M———
Vestcor Inc
N/A—137,403-137,403-100%$48.5M———
Cantor Fitzgerald, L. P.
N/A—137,084-137,084-100%$48.4M———
LM Advisors LLC
N/A—135,276-135,276-100%$47.8M———
Coastal Bridge Advisors, LLC
N/A—135,141-135,141-100%$47.7M———
Mutual Advisors, LLC
N/A—134,687-134,687-100%$47.6M———
Principal Securities, Inc.
N/A—134,297-134,297-100%$47.5M———
Dakota Wealth Management
N/A—134,138-134,138-100%$47.4M———
Palisade Capital Management, LP
N/A—133,889-133,889-100%$47.3M———
CSM Advisors, LLC
N/A—133,777-133,777-100%$47.3M———
NewEdge Wealth, LLC
N/A—131,520-131,520-100%$46.5M———
Petrus Trust Company, LTA
N/A—129,290-129,290-100%$45.7M———
Harvey Capital Management Inc
N/A—127,956-127,956-100%$45.2M———
AQR Arbitrage LLC
N/A—127,605-127,605-100%$45.1M———
GoodHaven Capital Management, LLC
N/A—127,340-127,340-100%$45.0M———
Knollwood Investment Advisory, LLC
N/A—127,086-127,086-100%$44.9M———
General Pension Society PZU Joint Stock Co
N/A—126,200-126,200-100%$44.6M———
Skandinaviska Enskilda Banken AB (publ)
N/A—126,000-126,000-100%$44.5M———
Trajan Wealth LLC
N/A—125,581-125,581-100%$44.4M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—124,510-124,510-100%$44.0M———
AE Wealth Management LLC
N/A—124,455-124,455-100%$44.0M———
E Fund Management Co., Ltd.
N/A—123,603-123,603-100%$43.7M———
L1 Capital International Pty Ltd
N/A—123,601-123,601-100%$43.7M———
Logan Capital Management Inc
N/A—122,980-122,980-100%$43.5M———
Kahn Brothers Group Inc
N/A—120,906-120,906-100%$42.7M———
Ballentine Partners, LLC
N/A—120,566-120,566-100%$42.6M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—120,067-120,067-100%$42.4M———
RBF Capital, LLC
N/A—120,000-120,000-100%$42.4M———
Maplelane Capital, LLC
N/A—120,000-120,000-100%$42.4M———
DRW Securities, LLC
N/A—118,809-118,809-100%$42.0M———
Oakcliff Capital Partners, LP
N/A—118,161-118,161-100%$41.7M———
S&CO Inc
N/A—118,113-118,113-100%$41.7M———
Shapiro Capital Management LLC
N/A—117,830-117,830-100%$41.6M———
Global Retirement Partners, LLC
N/A—117,547-117,547-100%$41.5M———
Osborne Partners Capital Management, LLC
N/A—116,116-116,116-100%$41.0M———
Whetstone Capital Advisors, LLC
N/A—115,630-115,630-100%$40.9M———
Red Door Wealth Management, LLC
N/A—114,957-114,957-100%$40.6M———
Rothschild Investment LLC
N/A—114,712-114,712-100%$40.5M———
Wahed Invest LLC
N/A—113,157-113,157-100%$40.0M———
MAR Vista Investment Partners LLC
N/A—112,334-112,334-100%$39.7M———
Hills Bank & Trust Co
N/A—112,114-112,114-100%$39.6M———
Fort Sheridan Advisors LLC
N/A—112,038-112,038-100%$39.6M———
Gray Foundation
N/A—112,000-112,000-100%$39.6M———
Meeder Advisory Services, Inc.
N/A—111,890-111,890-100%$39.5M———
NorthCoast Asset Management LLC
N/A—111,632-111,632-100%$39.4M———
Modern Wealth Management, LLC
N/A—110,883-110,883-100%$39.2M———
Quest Investment Management LLC
N/A—108,654-108,654-100%$38.4M———
Farley Capital L.P.
N/A—107,827-107,827-100%$38.1M———
Foster & Motley Inc
N/A—107,628-107,628-100%$38.0M———
Denali Advisors LLC
N/A—105,988-105,988-100%$37.4M———
Haverford Trust Co
N/A—105,574-105,574-100%$37.3M———
Northstar Group, Inc.
N/A—105,459-105,459-100%$37.3M———
EMC Capital Management
N/A—105,300-105,300-100%$36.7K———
Quadrature Capital Ltd
N/A—105,022-105,022-100%$37.1M———
YCG, LLC
N/A—105,010-105,010-100%$37.1M———
Proem Advisors LLC
N/A—105,000-105,000-100%$37.1M———
Pine Valley Investments Ltd Liability Co
N/A—104,929-104,929-100%$37.1M———
Spinnaker Trust
N/A—104,567-104,567-100%$36.9M———
Oversea-Chinese Banking Corp Ltd
N/A—104,333-104,333-100%$36.9M———
Ceredex Value Advisors LLC
N/A—104,261-104,261-100%$36.8M———
Savvy Advisors, Inc.
N/A—103,613-103,613-100%$36.6M———
Managed Asset Portfolios, LLC
N/A—103,278-103,278-100%$36.5M———
Clare Market Investments LLC
N/A—103,229-103,229-100%$36.5M———
Mmbg Investment Advisors Co.
N/A—103,033-103,033-100%$36.4M———
Bristol John W & Co Inc
N/A—102,331-102,331-100%$36.2M———
Titan Global Capital Management USA LLC
N/A—101,906-101,906-100%$36.0M———
Vestmark Advisory Solutions, Inc.
N/A—101,599-101,599-100%$35.9M———
Caisse DES Depots ET Consignations
N/A—101,407-101,407-100%$35.8M———
LFL Advisers, LLC
N/A—101,128-101,128-100%$35.7M———
Anchor Investment Management, LLC
N/A—100,052-100,052-100%$35.4M———
Nearwater Capital Markets, Ltd
N/A—100,000-100,000-100%$35.3M———
Guardian Point Capital, LP
N/A—100,000-100,000-100%$35.3M———
Rheos Capital Works Inc.
N/A—100,000-100,000-100%$35.3M———
Perseverance Asset Management International
N/A—100,000-100,000-100%$35.3M———
Optas, LLC
N/A—99,677-99,677-100%$35.2M———
Focus Partners Advisor Solutions, LLC
N/A—99,533-99,533-100%$35.2M———
OneDigital Investment Advisors LLC
N/A—99,137-99,137-100%$35.0M———
Leavell Investment Management, Inc.
N/A—98,890-98,890-100%$34.9M———
Broadleaf Partners, LLC
N/A—98,432-98,432-100%$34.8M———
Kingsview Wealth Management, LLC
N/A—97,430-97,430-100%$34.4M———
Osprey Private Wealth LLC
N/A—94,419-94,419-100%$33.4M———
Freestone Capital Holdings, LLC
N/A—94,199-94,199-100%$33.3M———
Zevin Asset Management LLC
N/A—94,073-94,073-100%$33.2M———
Heritage Trust Co
N/A—93,484-93,484-100%$33.0M———
Ithaka Group LLC
N/A—93,155-93,155-100%$32.9M———
Fidelis Capital Partners, LLC
N/A—93,012-93,012-100%$32.9M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—92,908-92,908-100%$32.8M———
Arrow Capital Management, LLC
N/A—92,309-92,309-100%$32.6M———
Boston Partners
N/A—91,518-91,518-100%$32.3M———
Knott David M Jr
N/A—91,420-91,420-100%$32.3M———
Welch Capital Partners LLC
N/A—91,102-91,102-100%$32.2M———
Newlands Management Operations LLC
N/A—90,740-90,740-100%$32.1M———
BW Gestao de Investimentos Ltda.
N/A—90,000-90,000-100%$31.8M———
Rowlandmiller & Partners.adv
N/A—89,850-89,850-100%$31.7M———
NFC Investments, LLC
N/A—89,814-89,814-100%$31.7M———
Blue Sparrow, LLC
N/A—89,500-89,500-100%$31.6M———
Chilton Investment Co Inc.
N/A—89,243-89,243-100%$31.5M———
Horizon Investments, LLC
N/A—88,850-88,850-100%$31.4M———
Oxbow Advisors, LLC
N/A—88,672-88,672-100%$31.3M———
RNC Capital Management LLC
N/A—87,948-87,948-100%$31.1M———
Insigneo Advisory Services, LLC
N/A—87,321-87,321-100%$30.9M———
Claar Advisors LLC
N/A—86,980-86,980-100%$30.7M———
Schnieders Capital Management, Llc.
N/A—86,622-86,622-100%$30.6M———
Robinhood Asset Management, LLC
N/A—86,474-86,474-100%$30.6M———
D1 Capital Partners L.P.
N/A—85,000-85,000-100%$30.0M———
IVY Lane Capital Management, LLC
N/A—85,000-85,000-100%$30.0M———
Crow's Nest Holdings LP
N/A—84,500-84,500-100%$29.9M———
Tower Research Capital LLC (TRC)
N/A—83,712-83,712-100%$29.6M———
Johnson Financial Group, Inc.
N/A—83,622-83,622-100%$29.5M———
SIT Investment Associates Inc
N/A—83,425-83,425-100%$29.5M———
Stokes Family Office, LLC
N/A—83,398-83,398-100%$29.5M———
Cardiff Park Advisors, LLC
N/A—83,070-83,070-100%$29.4M———
JTC Employer Solutions Trustee Ltd
N/A—82,607-82,607-100%$29.2M———
Thoroughbred Financial Services, LLC
N/A—82,319-82,319-100%$29.1M———
Cape COD Five Cents Savings Bank
N/A—82,108-82,108-100%$29.0M———
O'Connor Alternative Investments LLC
N/A—80,020-80,020-100%$28.3M———
IHT Wealth Management, LLC
N/A—79,727-79,727-100%$28.2M———
Sienna Gestion
N/A—79,527-79,527-100%$28.2M———
Impax Asset Management Group plc
N/A—79,368-79,368-100%$28.0M———
Cambient Family Office, LLC
N/A—78,891-78,891-100%$27.9M———
MSA Advisors, LLC
N/A—78,600-78,600-100%$27.8M———
McDonough Capital Management, Inc
N/A—78,070-78,070-100%$27.6M———
Proficio Capital Partners LLC
N/A—77,679-77,679-100%$27.4M———
Circle Wealth Management, LLC
N/A—77,468-77,468-100%$27.4M———
Wittenberg Investment Management, Inc.
N/A—77,406-77,406-100%$27.3M———
Nicolet Bankshares Inc
N/A—77,299-77,299-100%$27.7M———
Nelson Capital Management, LLC
N/A—76,367-76,367-100%$27.0M———
Groupama Asset Managment
N/A—76,332-76,332-100%$26.4M———
Keenan Capital, LLC
N/A—76,000-76,000-100%$26.9M———
Robertson Opportunity Capital, LLC
N/A—75,652-75,652-100%$26.7M———
AlTi Global, Inc.
N/A—75,172-75,172-100%$26.6M———
KCM Capital Inc
N/A—75,000-75,000-100%$26.5M———
Federated Hermes, Inc.
N/A—74,706-74,706-100%$26.4M———
Centaurus Financial, Inc.
N/A—74,691-74,691-100%$26.4M———
ST Germain D J Co Inc
N/A—74,634-74,634-100%$26.4M———
BTG Pactual Asset Management US LLC
N/A—74,251-74,251-100%$26.2M———
Bridgewater Associates, LP
N/A—74,207-74,207-100%$26.2M———
Samlyn Capital, LLC
N/A—73,834-73,834-100%$26.1M———
FWL Investment Management, LLC
N/A—73,774-73,774-100%$26.1M———
Hantz Financial Services, Inc.
N/A—73,188-73,188-100%$25.9M———
Chou Associates Management Inc.
N/A—72,390-72,390-100%$25.6M———
Howe & Rusling Inc
N/A—72,343-72,343-100%$25.6M———
Redwood Grove Capital, LLC
N/A—72,081-72,081-100%$25.5M———
Greenline Partners, LLC
N/A—71,827-71,827-100%$25.4M———
Financial Avengers, Inc.
N/A—71,381-71,381-100%$25.2M———
Harbour Investments, Inc.
N/A—71,110-71,110-100%$21.6M———
Titan Investment Solutions Ltd
N/A—71,078-71,078-100%$25.1M———
Nwam LLC
N/A—71,023-71,023-100%$25.1M———
First National Advisers, LLC
N/A—70,861-70,861-100%$25.0M———
Aspen Grove Capital, LLC
N/A—70,823-70,823-100%$25.0M———
PFG Investments, LLC
N/A—70,800-70,800-100%$25.0M———
Sfmg, LLC
N/A—70,722-70,722-100%$25.0M———
Geneos Wealth Management Inc.
N/A—70,644-70,644-100%$25.0M———
Destination Wealth Management
N/A—70,407-70,407-100%$24.9M———
Pine Ridge Advisers LLC
N/A—70,330-70,330-100%$24.8M———
Menlo Advisors LLC
N/A—70,325-70,325-100%$24.8M———
Ossiam
N/A—70,091-70,091-100%$24.8M———
Smartleaf Asset Management LLC
N/A—69,816-69,816-100%$24.5M———
Pallas Capital Advisors LLC
N/A—69,775-69,775-100%$24.7M———
Tikvah Management LLC
N/A—69,480-69,480-100%$24.5M———
Kemnay Advisory Services Inc.
N/A—68,427-68,427-100%$24.2M———
Lafayette Investments, Inc.
N/A—68,406-68,406-100%$24.2M———
Banque Cantonale Vaudoise
N/A—67,824-67,824-100%$24.0M———
Turim 21 Investimentos Ltda.
N/A—67,538-67,538-100%$23.9M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—67,317-67,317-100%$23.8M———
Texas Yale Capital Corp.
N/A—66,543-66,543-100%$23.5M———
Timber Creek Capital Management LLC
N/A—66,436-66,436-100%$23.5M———
Financial Engines Advisors L.L.C.
N/A—65,306-65,306-100%$23.1M———
AR Asset Management Inc
N/A—64,900-64,900-100%$22.9M———
Stratos Wealth Advisors, LLC
N/A—64,895-64,895-100%$22.9M———
FAS Wealth Partners, Inc.
N/A—64,849-64,849-100%$22.9M———
Providence Capital Advisors, LLC
N/A—64,506-64,506-100%$22.8M———
Intellectus Partners, LLC
N/A—64,238-64,238-100%$22.7M———
BFC Planning, Inc.
N/A—64,223-64,223-100%$22.7M———
GQG Partners LLC
N/A—63,882-63,882-100%$22.6M———
Weik Capital Management
N/A—63,597-63,597-100%$22.5M———
Bank of Hawaii
N/A—63,399-63,399-100%$22.4M———
Brave Asset Management Inc
N/A—62,732-62,732-100%$22.2M———
Sumitomo Life Insurance Co
N/A—62,587-62,587-100%$22.1M———
Stock Yards Bank & Trust Co
N/A—62,293-62,293-100%$22.0M———
NorthRock Partners, LLC
N/A—62,163-62,163-100%$22.0M———
Bridgeway Capital Management, LLC
N/A—62,020-62,020-100%$21.9M———
Steamboat Capital Partners, LLC
N/A—60,976-60,976-100%$21.5M———
Rehmann Capital Advisory Group
N/A—60,768-60,768-100%$21.5M———
Bluespring Wealth Management, LLC
N/A—60,756-60,756-100%$21.5M———
Byrne Financial Freedom, LLC
N/A—60,363-60,363-100%$21.3M———
Fortis Capital Management LLC
N/A—60,064-60,064-100%$21.2M———
Western Wealth Management, LLC
N/A—60,005-60,005-100%$21.2M———
Bank Hapoalim BM
N/A—59,313-59,313-100%$21.0M———
Hilton Capital Management, LLC
N/A—59,310-59,310-100%$21.0M———
Accent Capital Management, LLC
N/A—58,983-58,983-100%$21.1M———
Sovereign Financial Group, Inc.
N/A—58,564-58,564-100%$20.7M———
Tenor Capital Management Co., L.P.
N/A—58,500-58,500-100%$20.7M———
IQ EQ Fund Management (Ireland) Ltd
N/A—57,761-57,761-100%$20.4M———
Westfield Capital Management Co LP
N/A—57,617-57,617-100%$20.4M———
HighPoint Advisor Group LLC
N/A—57,541-57,541-100%$20.3M———
Walter & Keenan Wealth Management LLC
N/A—57,541-57,541-100%$20.3M———
DRH Investments, Inc.
N/A—57,312-57,312-100%$20.3M———
Sound View Wealth Advisors Group, LLC
N/A—57,156-57,156-100%$20.2M———
Ducere Wealth Management LLC
N/A—57,117-57,117-100%$20.2M———
Burling Wealth Partners, LLC
N/A—56,098-56,098-100%$19.8M———
Gladstone Institutional Advisory LLC
N/A—55,828-55,828-100%$19.7M———
Silvant Capital Management LLC
N/A—55,512-55,512-100%$19.6M———
BBR Partners, LLC
N/A—55,418-55,418-100%$19.6M———
American Money Management, LLC
N/A—55,147-55,147-100%$19.5M———
Rench Wealth Management, Inc.
N/A—54,757-54,757-100%$19.3M———
Consolidated Portfolio Review Corp
N/A—54,530-54,530-100%$19.3M———
Broad Run Investment Management, LLC
N/A—54,423-54,423-100%$19.2M———
Crewe Advisors LLC
N/A—54,038-54,038-100%$19.1M———
First Long Island Investors, LLC
N/A—53,293-53,293-100%$18.8M———
Adapt Investment Managers SA
N/A—53,147-53,147-100%$18.8M———
Frec Markets, Inc.
N/A—52,938-52,938-100%$18.7M———
Farmers National Bank
N/A—52,854-52,854-100%$18.7M———
Kovack Advisors, Inc.
N/A—52,169-52,169-100%$18.6M———
Elequin Capital, LP
N/A—52,159-52,159-100%$18.4M———
Lumbard & Kellner, LLC
N/A—51,907-51,907-100%$18.3M———
Trivium Point Advisory, LLC
N/A—51,372-51,372-100%$18.2M———
Ameritas Advisory Services, LLC
N/A—51,179-51,179-100%$18.1M———
Essex Financial Services, Inc.
N/A—50,702-50,702-100%$17.9M———
Game Plan Financial Advisors, LLC
N/A—50,558-50,558-100%$17.9M———
RB Capital Management, LLC
N/A—50,456-50,456-100%$17.8M———
Framtiden Holdings Management Co LLC
N/A—50,100-50,100-100%$17.7M———
Everest Private Wealth
N/A—50,067-50,067-100%$17.7M———
Intrust Bank NA
N/A—50,047-50,047-100%$17.7M———
SCS Capital Management LLC
N/A—50,022-50,022-100%$17.7M———
Bislett Management, LLC
N/A—50,000-50,000-100%$17.7M———
Infinitum Asset Management, LLC
N/A—50,000-50,000-100%$17.7M———
Belpointe Asset Management LLC
N/A—49,454-49,454-100%$17.5M———
1ST Source Bank
N/A—49,409-49,409-100%$17.5M———
Ausdal Financial Partners, Inc.
N/A—48,911-48,911-100%$17.3M———
Capital Group Investment Management Pte. Ltd.
N/A—48,464-48,464-100%$17.1M———
CreativeOne Wealth, LLC
N/A—48,079-48,079-100%$17.0M———
Roberts Glore & Co Inc
N/A—48,002-48,002-100%$17.0M———
New Age Alpha Advisors, LLC
N/A—47,747-47,747-100%$16.9M———
Hancock Whitney Corp
N/A—47,630-47,630-100%$16.8M———
Long Walk Management LP
N/A—47,500-47,500-100%$16.8M———
Glassy Mountain Advisors, Inc.
N/A—47,473-47,473-100%$16.8M———
Ravenstone Capital Management Inc.
N/A—47,451-47,451-100%$16.8M———
Aureus Asset Management, LLC
N/A—47,389-47,389-100%$16.7M———
Core Alternative Capital
N/A—47,383-47,383-100%$16.7M———
Qtron Investments LLC
N/A—47,170-47,170-100%$16.7M———
Fremen Capital Management LP
N/A—47,127-47,127-100%$16.7M———
Mission Creek Capital Partners, Inc.
N/A—47,041-47,041-100%$16.6M———
LOM Asset Management Ltd
N/A—46,214-46,214-100%$16.3M———
Algert Global LLC
N/A—45,803-45,803-100%$16.2M———
GTS Securities LLC
N/A—45,497-45,497-100%$16.1M———
Transcend Capital Advisors, LLC
N/A—45,122-45,122-100%$15.9M———
VAN DEN Berg Management I, Inc
N/A—45,086-45,086-100%$15.9M———
Icon Wealth Advisors, LLC
N/A—44,918-44,918-100%$15.9M———
Prosperity Consulting Group, LLC
N/A—44,759-44,759-100%$15.8M———
Checchi Capital Advisers, LLC
N/A—44,599-44,599-100%$15.8M———
Intrinsic Value Partners, LLC
N/A—44,520-44,520-100%$15.7M———
WCG Wealth Advisors LLC
N/A—44,507-44,507-100%$15.7M———
Conway Capital Management, Inc.
N/A—44,391-44,391-100%$15.7M———
Westpac Banking Corp
N/A—44,002-44,002-100%$15.5M———
Occudo Quantitative Strategies LP
N/A—43,961-43,961-100%$15.5M———
Centiva Capital, LP
N/A—43,822-43,822-100%$15.5M———
Caerus Investment Advisors, LLC
N/A—43,749-43,749-100%$15.5M———
Ostrum Asset Management
N/A—43,660-43,660-100%$15.4M———
Ardsley Advisory Partners LP
N/A—43,500-43,500-100%$15.3M———
Hilltop Holdings Inc.
N/A—42,980-42,980-100%$15.2M———
Bridgewater Advisors Inc.
N/A—42,598-42,598-100%$15.9M———
Waterloo Capital, L.P.
N/A—42,499-42,499-100%$15.0M———
Atlas Wealth LLC
N/A—42,475-42,475-100%$15.0M———
Tiff Advisory Services, LLC
N/A—42,473-42,473-100%$15.0M———
Martin & Co Inc
N/A—42,407-42,407-100%$15.0M———
AWH Capital, L.P.
N/A—42,150-42,150-100%$14.9M———
Maridea Wealth Management LLC
N/A—41,951-41,951-100%$14.8M———
Artisan Partners Limited Partnership
N/A—41,908-41,908-100%$14.8M———
SlateStone Wealth, LLC
N/A—41,843-41,843-100%$14.8M———
Commerzbank Aktiengesellschaft
N/A—41,568-41,568-100%$14.7M———
Ethos Financial Group, LLC
N/A—41,481-41,481-100%$14.0M———
Sphera Management Technology Funds Ltd
N/A—41,450-41,450-100%$14.6M———
Jaffetilchin Investment Partners, LLC
N/A—41,065-41,065-100%$14.5M———
Hutner Capital Management Inc
N/A—41,045-41,045-100%$14.5M———
Delta Investment Management, LLC
N/A—40,978-40,978-100%$14.5M———
Smithfield Trust Co
N/A—40,779-40,779-100%$14.4M———
Liberty One Investment Management, LLC
N/A—40,075-40,075-100%$14.2M———
Granite Bay Wealth Management, LLC
N/A—39,741-39,741-100%$14.0M———
Schonfeld Strategic Advisors LLC
N/A—39,312-39,312-100%$13.9M———
Westerkirk Capital Inc.
N/A—39,122-39,122-100%$13.8M———
Kera Capital Partners, Inc.
N/A—39,079-39,079-100%$13.8M———
Financial Strategies Group, Inc.
N/A—38,773-38,773-100%$13.4M———
Titan Wealth (CI) Ltd
N/A—38,731-38,731-100%$13.7M———
Chelsea Counsel Co
N/A—38,623-38,623-100%$13.6M———
Aimz Investment Advisors, LLC
N/A—38,527-38,527-100%$13.6M———
Platform Wealth Management, LLC
N/A—38,514-38,514-100%$13.6M———
Meiji Yasuda Asset Management Co Ltd.
N/A—38,398-38,398-100%$13.6M———
Hyperion Capital Advisors LP
N/A—38,128-38,128-100%$13.5M———
Ilmarinen Mutual Pension Insurance Co
N/A—38,120-38,120-100%$13.5M———
Colonial Trust Advisors
N/A—37,946-37,946-100%$13.4M———
Wellspring Financial Advisors, LLC
N/A—37,862-37,862-100%$13.4M———
Corsair Capital Management, L.P.
N/A—37,766-37,766-100%$13.5M———
LuminArx Capital Management LP
N/A—37,500-37,500-100%$1.9M———
Keystone Financial Group
N/A—37,278-37,278-100%$13.2M———
Pragma Gestao de Patrimonio LTD
N/A—37,200-37,200-100%$13.1M———
Claret Asset Management Corp
N/A—37,196-37,196-100%$13.1M———
Round Rock Advisors LLC
N/A—37,106-37,106-100%$13.1M———
Advisory Alpha, LLC
N/A—37,077-37,077-100%$13.1M———
BLI - Banque de Luxembourg Investments
N/A—37,000-37,000-100%$13.0M———
Tiaa Wealth Investment Management LLC
N/A—36,932-36,932-100%$13.0M———
Credit Industriel ET Commercial
N/A—36,451-36,451-100%$12.9M———
Parallax Volatility Advisers, L.P.
N/A—36,384-36,384-100%$12.9M———
Lagoda Investment Management, L.P.
N/A—36,375-36,375-100%$12.9M———
VeraBank, N.A.
N/A—36,281-36,281-100%$12.8M———
Rothschild Capital Partners, LLC
N/A—36,081-36,081-100%$12.7M———
Ivory Union Consulting Ltd
N/A—35,852-35,852-100%$12.7M———
Q Global Advisors, LLC
N/A—35,800-35,800-100%$12.6M———
Arete Wealth Advisors, LLC
N/A—35,705-35,705-100%$12.6M———
Gardner Lewis Asset Management L P
N/A—35,604-35,604-100%$12.6M———
Fairtree Asset Management (Pty) Ltd
N/A—35,518-35,518-100%$12.5M———
Iyo Bank, Ltd.
N/A—35,329-35,329-100%$12.5M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—35,294-35,294-100%$12.5M———
Kelly Lawrence W & Associates Inc
N/A—35,128-35,128-100%$12.4M———
Quent Capital, LLC
N/A—35,122-35,122-100%$12.4M———
Moore Capital Management, LP
N/A—35,022-35,022-100%$12.4M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—34,812-34,812-100%$12.3M———
Foundations Investment Advisors, LLC
N/A—34,791-34,791-100%$12.3M———
Permit Capital, LLC
N/A—34,700-34,700-100%$12.3M———
Alpine Woods Capital Investors, LLC
N/A—34,473-34,473-100%$12.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—34,421-34,421-100%$12.2M———
Brevan Howard Capital Management LP
N/A—34,247-34,247-100%$12.1M———
Mayflower Financial Advisors, LLC
N/A—34,230-34,230-100%$12.1M———
Summitry LLC
N/A—34,213-34,213-100%$12.1M———
Storgate, LLC
N/A—34,111-34,111-100%$12.1M———
Jackson Hill Advisors, LLC
N/A—34,000-34,000-100%$12.0M———
Monetta Financial Services Inc
N/A—34,000-34,000-100%$12.0M———
Mattson Financial Services, LLC
N/A—33,785-33,785-100%$12.0M———
Modus Advisors, LLC
N/A—33,638-33,638-100%$11.9M———
Beck Capital Management, LLC
N/A—33,556-33,556-100%$11.9M———
IKE Capital, LLC
N/A—33,548-33,548-100%$11.9M———
Pure Financial Advisors, LLC
N/A—33,454-33,454-100%$11.8M———
Trustmark Bank Trust Department
N/A—33,100-33,100-100%$11.7M———
Rosenblum Silverman Sutton S F Inc
N/A—33,097-33,097-100%$11.7M———
Palogic Value Management, L.P.
N/A—33,055-33,055-100%$11.7M———
Strategic Financial Services, Inc.
N/A—32,958-32,958-100%$11.6M———
Gilbert & Cook, Inc.
N/A—32,780-32,780-100%$11.6M———
Prospect Financial Services LLC
N/A—32,765-32,765-100%$11.6M———
Doheny Asset Management
N/A—32,601-32,601-100%$11.5M———
Alcosta Capital Management, Inc.
N/A—32,315-32,315-100%$11.4M———
Parsonex Advisory Services, Inc.
N/A—32,159-32,159-100%$11.4M———
Vanguard National Trust Co
N/A—31,669-31,669-100%$11.2M———
Kintra Wealth, LLC
N/A—31,632-31,632-100%$10.9M———
one8zero8, LLC
N/A—31,534-31,534-100%$11.1M———
Cloverfields Capital Group, LP
N/A—31,476-31,476-100%$11.1M———
Lummis Asset Management, LP
N/A—31,233-31,233-100%$10.8M———
Nicholas Investment Partners, LP
N/A—31,202-31,202-100%$11.0M———
Alaethes Wealth, LLC
N/A—30,921-30,921-100%$10.9M———
TFR Capital, Llc.
N/A—30,834-30,834-100%$10.9M———
Naman Capital Ltda
N/A—30,760-30,760-100%$10.9M———
Maven Securities LTD
N/A—30,580-30,580-100%$10.8M———
XTX Topco Ltd
N/A—30,559-30,559-100%$10.8M———
Legacy Financial Advisors, Inc.
N/A—30,520-30,520-100%$10.8M———
Prospect Hill Management, LLC
N/A—30,020-30,020-100%$10.6M———
IFG Advisory, LLC
N/A—29,948-29,948-100%$10.6M———
Henson-Edgewater Management, LLC
N/A—29,901-29,901-100%$10.2M———
Atlas Legacy Advisors, LLC
N/A—29,740-29,740-100%$10.3M———
Fairfield, Bush & Co.
N/A—29,593-29,593-100%$10.5M———
Strive Financial Group,LLC
N/A—29,530-29,530-100%$10.4M———
Hodges Capital Management Inc.
N/A—29,468-29,468-100%$10.4M———
Amica Mutual Insurance Co
N/A—29,406-29,406-100%$10.4M———
Trinity Legacy Partners, LLC
N/A—29,346-29,346-100%$10.4M———
BSW Wealth Partners
N/A—29,006-29,006-100%$10.2M———
Capital Analysts, LLC
N/A—28,955-28,955-100%$10.2M———
First National Bank of Hutchinson
N/A—28,865-28,865-100%$10.2M———
Holocene Advisors, LP
N/A—28,807-28,807-100%$10.2M———
Generation Capital Management LLC
N/A—28,634-28,634-100%$10.1M———
Peak Planning Group, LLC
N/A—28,629-28,629-100%$10.1M———
Kadensa Capital Ltd
N/A—28,600-28,600-100%$10.1M———
Lbmc Investment Advisors, LLC
N/A—28,532-28,532-100%$10.1M———
Avalon Global Asset Management LLC
N/A—28,500-28,500-100%$10.1M———
Fort Point Capital Partners LLC
N/A—28,312-28,312-100%$10.0M———
Blue Edge Capital, LLC
N/A—28,295-28,295-100%$10.0M———
Sargent Investment Group, LLC
N/A—28,275-28,275-100%$10.0M———
Keel Point, LLC
N/A—28,069-28,069-100%$9.9M———
Dynasty Wealth Management, LLC
N/A—27,973-27,973-100%$9.9M———
Range Advisory, LLC
N/A—27,894-27,894-100%$9.9M———
Cunning Capital Partners, LP
N/A—27,800-27,800-100%$9.8M———
Bearing Point Capital, LLC
N/A—27,582-27,582-100%$9.7M———
IMA Advisory Services, Inc.
N/A—27,541-27,541-100%$9.7M———
Aristeia Capital, L.L.C.
N/A—27,500-27,500-100%$9.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—27,278-27,278-100%$9.6M———
Two Sigma Securities, LLC
N/A—27,166-27,166-100%$9.6M———
CFO4Life Group, LLC
N/A—27,146-27,146-100%$9.6M———
Texas Capital Bank Wealth Management Services Inc
N/A—27,064-27,064-100%$9.6M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—26,852-26,852-100%$9.5M———
L2 Asset Management, LLC
N/A—26,775-26,775-100%$9.5M———
K2 Principal Fund, L.P.
N/A—26,773-26,773-100%$9.5M———
Perennial Investment Advisors, LLC
N/A—26,738-26,738-100%$9.4M———
Telligent Fund, LP
N/A—26,400-26,400-100%$9.3M———
Fortis Capital Advisors, LLC
N/A—26,356-26,356-100%$9.3M———
Objectivity Squared, LLC
N/A—26,255-26,255-100%$9.3M———
Financial Sense Advisors, Inc.
N/A—26,196-26,196-100%$9.3M———
Evolve Private Wealth, LLC
N/A—26,163-26,163-100%$9.2M———
Windle Wealth, LLC
N/A—26,042-26,042-100%$9.2M———
Simmons Bank
N/A—25,925-25,925-100%$9.2M———
CCG Wealth Management, LLC
N/A—25,866-25,866-100%$9.1M———
Becker Capital Management Inc
N/A—25,835-25,835-100%$9.1M———
Brant Point Investment Management LLC
N/A—25,752-25,752-100%$9.1M———
Hudson Value Partners, LLC
N/A—25,451-25,451-100%$9.0M———
Colonial Trust Co / SC
N/A—25,234-25,234-100%$8.9M———
PAR Capital Management Inc
N/A—25,200-25,200-100%$8.9M———
Stratos Investment Management, LLC
N/A—25,199-25,199-100%$8.9M———
Baader Bank Aktiengesellschaft
N/A—25,092-25,092-100%$8.9M———
VAN Lanschot Kempen Investment Management N.V.
N/A—25,044-25,044-100%$8.8M———
GeoWealth Management, LLC
N/A—25,025-25,025-100%$8.8M———
Waddell & Associates, LLC
N/A—25,010-25,010-100%$8.8M———
Harspring Capital Management, LLC
N/A—25,000-25,000-100%$8.8M———
Stanley Capital Management, LLC
N/A—24,960-24,960-100%$8.8M———
Spartan Wealth Advisory Services LLC
N/A—24,914-24,914-100%$8.8M———
Fairbanks Capital Management, Inc.
N/A—24,678-24,678-100%$8.7M———
Platinum Investment Management LTD
N/A—24,592-24,592-100%$8.7M———
Townsquare Capital LLC
N/A—24,388-24,388-100%$8.6M———
Aventura Private Wealth, LLC
N/A—24,201-24,201-100%$8.6M———
Wimmer Associates 1, LLC
N/A—24,183-24,183-100%$8.5M———
Cloud Capital Management, LLC
N/A—24,172-24,172-100%$8.5M———
Ellevest, Inc.
N/A—24,137-24,137-100%$8.5M———
Te Ahumairangi Investment Management Ltd
N/A—24,130-24,130-100%$8.5M———
Creek Drive Management Group LLC
N/A—24,100-24,100-100%$8.5M———
Edgestream Partners, L.P.
N/A—24,095-24,095-100%$8.5M———
Monograph Wealth Advisors, LLC
N/A—24,088-24,088-100%$8.5M———
Westport Asset Management Inc
N/A—24,000-24,000-100%$8.5M———
Resolute Wealth Strategies, LLC
N/A—23,985-23,985-100%$8.5M———
Cary Street Partners Investment Advisory LLC
N/A—23,890-23,890-100%$8.4M———
Yukon Wealth Management, Inc.
N/A—23,728-23,728-100%$8.4M———
Vega Investment Solutions
N/A—23,661-23,661-100%$8.4M———
Concentrum Wealth Management
N/A—23,599-23,599-100%$8.3M———
FourThought Financial Partners, LLC
N/A—23,573-23,573-100%$8.3M———
English Capital Management LLC
N/A—23,537-23,537-100%$8.3M———
Opal Capital LLC
N/A—23,529-23,529-100%$8.3M———
Okabena Investment Services Inc
N/A—23,392-23,392-100%$8.3M———
Seeds Investor LLC
N/A—23,383-23,383-100%$8.3M———
SageGuard Financial Group, LLC
N/A—22,890-22,890-100%$8.1M———
Walleye Capital LLC
N/A—22,840-22,840-100%$8.1M———
Main Street Research LLC
N/A—22,707-22,707-100%$8.0M———
Sittner & Nelson, LLC
N/A—22,706-22,706-100%$8.0M———
Hardman Johnston Global Advisors LLC
N/A—22,586-22,586-100%$8.0M———
Partners Value Investments L.P.
N/A—22,500-22,500-100%$7.9M———
Bank of Nova Scotia Trust Co
N/A—22,425-22,425-100%$7.9M———
Maniro Ltd
N/A—22,400-22,400-100%$7.9M———
Militia Capital Management LLC
N/A—22,329-22,329-100%$7.9M———
Hudson Portfolio Management LLC
N/A—22,215-22,215-100%$7.8M———
Onex Canada Asset Management Inc.
N/A—22,177-22,177-100%$7.8M———
Orion Capital Management LLC
N/A—22,133-22,133-100%$7.8M———
R.H. Investment Group, LLC
N/A—22,054-22,054-100%$7.8M———
Oxinas Partners, LLC
N/A—21,993-21,993-100%$7.8M———
Cvfg LLC
N/A—21,853-21,853-100%$7.7M———
Stonebridge Financial Group, LLC
N/A—21,632-21,632-100%$7.6M———
Cambria Investment Management, L.P.
N/A—21,606-21,606-100%$7.6M———
Polar Asset Management Partners Inc.
N/A—21,600-21,600-100%$7.6M———
Ally Financial Inc.
N/A—21,500-21,500-100%$7.6M———
Advyzon Investment Management, LLC
N/A—21,427-21,427-100%$7.6M———
MJP Associates Inc
N/A—21,423-21,423-100%$7.6M———
Webster Bank, N. A.
N/A—21,383-21,383-100%$7.6M———
FLC Capital Advisors
N/A—21,382-21,382-100%$7.6M———
Sivia Capital Partners, LLC
N/A—21,360-21,360-100%$7.5M———
Pettee Investors, Inc.
N/A—21,335-21,335-100%$7.5M———
Spirepoint Private Client, LLC
N/A—21,331-21,331-100%$7.5M———
Mirabella Financial Services LLP
N/A—21,257-21,257-100%$7.5M———
Private Wealth Asset Management, LLC
N/A—21,238-21,238-100%$7.5M———
Mosaic Family Wealth Partners, LLC
N/A—21,147-21,147-100%$7.5M———
Lcnb Corp
N/A—21,077-21,077-100%$7.4M———
Annandale Capital, LLC
N/A—21,066-21,066-100%$7.4M———
Prelude Capital Management, LLC
N/A—21,040-21,040-100%$7.4M———
Wilmar Advisors LLC
N/A—21,000-21,000-100%$7.4M———
River Wealth Advisors LLC
N/A—20,957-20,957-100%$7.4M———
Keebeck Wealth Management
N/A—20,954-20,954-100%$7.4M———
Pursue Wealth Partners LLC
N/A—20,929-20,929-100%$7.4M———
Advisors Asset Management, Inc.
N/A—20,837-20,837-100%$7.4M———
Polymer Capital Management (HK) LTD
N/A—20,836-20,836-100%$7.4M———
Pettyjohn, Wood & White, Inc
N/A—20,749-20,749-100%$7.3M———
Broadwater Capital Management LLC
N/A—20,550-20,550-100%$7.3M———
FCA Corp
N/A—20,316-20,316-100%$7.2M———
Basecamp Wealth Advisors LLC
N/A—20,298-20,298-100%$7.2M———
Pasadena Private Wealth, LLC
N/A—20,277-20,277-100%$7.2M———
Atlanta Consulting Group Advisors, LLC
N/A—20,258-20,258-100%$7.2M———
Clark Capital Management Group, Inc.
N/A—20,216-20,216-100%$7.1M———
Counterweight Ventures, LLC
N/A—20,149-20,149-100%$7.1M———
Marble Wealth, LLC
N/A—20,099-20,099-100%$7.1M———
Harbor Advisors LLC
N/A—20,000-20,000-100%$7.1M———
Brookwood Investment Group LLC
N/A—19,956-19,956-100%$7.1M———
Connable Office Inc
N/A—19,865-19,865-100%$7.0M———
Everpar Advisors LLC
N/A—19,797-19,797-100%$7.0M———
Sterneck Capital Management, LLC
N/A—19,787-19,787-100%$7.0M———
Navellier & Associates Inc
N/A—19,764-19,764-100%$7.0M———
Ponta Wealth Partners, LLC
N/A—19,715-19,715-100%$7.0M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—19,713-19,713-100%$7.0M———
Ankerstar Wealth, LLC
N/A—19,710-19,710-100%$7.0M———
Guardian Capital LP
N/A—19,586-19,586-100%$6.9M———
Ceeto Capital Group, LLC
N/A—19,460-19,460-100%$6.9M———
Sierra Capital LLC
N/A—19,395-19,395-100%$6.9M———
Vision Retirement, LLC
N/A—19,393-19,393-100%$6.9M———
Spahn Wealth & Retirement LLC
N/A—19,349-19,349-100%$6.8M———
Quotient Wealth Partners, LLC
N/A—19,342-19,342-100%$6.8M———
Atalanta Sosnoff Capital, LLC
N/A—19,263-19,263-100%$6.8M———
Triton Financial Group Inc
N/A—19,167-19,167-100%$6.8M———
MWA Asset Management
N/A—19,167-19,167-100%$6.8M———
Regal Investment Advisors LLC
N/A—19,164-19,164-100%$6.8M———
Holderness Investments Co
N/A—19,076-19,076-100%$6.7M———
One Wealth Advisors, LLC
N/A—19,056-19,056-100%$6.7M———
Octavia Wealth Advisors, LLC
N/A—19,051-19,051-100%$6.7M———
Wealth Alliance, LLC
N/A—18,995-18,995-100%$6.7M———
Hollencrest Capital Management
N/A—18,988-18,988-100%$6.7M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—18,964-18,964-100%$6.7M———
Hamilton Wealth, LLC
N/A—18,906-18,906-100%$6.7M———
MidFirst Bank
N/A—18,846-18,846-100%$6.7M———
Pennington Partners & Co., LLC
N/A—18,706-18,706-100%$6.6M———
Main Street Financial Solutions, LLC
N/A—18,682-18,682-100%$6.6M———
Boothbay Fund Management, LLC
N/A—18,655-18,655-100%$6.6M———
CNB Bank
N/A—18,556-18,556-100%$6.6M———
Berkshire Asset Management LLC
N/A—18,524-18,524-100%$6.5M———
Rice Partnership, LLC
N/A—18,430-18,430-100%$6.5M———
Edentree Asset Management Ltd
N/A—18,396-18,396-100%$6.5M———
Strategic Wealth Partners, Ltd.
N/A—18,328-18,328-100%$6.5M———
Twin Capital Management Inc
N/A—18,274-18,274-100%$6.5M———
Meridian Wealth Advisors, LLC
N/A—18,091-18,091-100%$6.4M———
LaSalle St. Investment Advisors, LLC
N/A—18,066-18,066-100%$6.4M———
FSB Premier Wealth Management, Inc.
N/A—18,018-18,018-100%$6.4M———
Rothschild Wealth LLC
N/A—17,945-17,945-100%$6.3M———
Marshall Financial Group, LLC
N/A—17,878-17,878-100%$6.3M———
Westview Management dba Westview Investment Advisors
N/A—17,867-17,867-100%$6.3M———
Brown Financial Advisors
N/A—17,808-17,808-100%$6.3M———
Tradition Wealth Management, LLC
N/A—17,786-17,786-100%$6.3M———
Klcm Advisors, Inc.
N/A—17,785-17,785-100%$6.3M———
Lavaca Capital LLC
N/A—17,715-17,715-100%$6.3M———
Drive Wealth Management, LLC
N/A—17,715-17,715-100%$6.3M———
Clayton Partners LLC
N/A—17,713-17,713-100%$6.3M———
Sand Hill Global Advisors, LLC
N/A—17,671-17,671-100%$6.2M———
Blackhill Capital Inc
N/A—17,660-17,660-100%$6.2M———
Cozad Asset Management Inc
N/A—17,591-17,591-100%$6.2M———
Stonebridge Capital Management Inc
N/A—17,533-17,533-100%$6.2M———
Synergy Financial Group, LTD
N/A—17,132-17,132-100%$6.1M———
EWA, LLC
N/A—17,111-17,111-100%$6.0M———
Quaker Capital Investments, LLC
N/A—17,110-17,110-100%$6.0M———
Purpose Unlimited Inc.
N/A—17,083-17,083-100%$6.1M———
FFT Wealth Management LLC
N/A—16,933-16,933-100%$6.0M———
Winthrop Partners - WNY, LLC
N/A—16,851-16,851-100%$6.0M———
Cofg Advisors, LLC
N/A—16,806-16,806-100%$5.9M———
Panoramic Investment Advisors, LLC
N/A—16,690-16,690-100%$5.9M———
Momentum Wealth Planning, LLC
N/A—16,642-16,642-100%$5.9M———
Marshall Investment Management, LLC
N/A—16,629-16,629-100%$5.9M———
Ironwood Investment Counsel, LLC
N/A—16,537-16,537-100%$5.8M———
Guardian Wealth Advisors, LLC / NC
N/A—16,485-16,485-100%$5.8M———
Westmount Partners, LLC
N/A—16,453-16,453-100%$5.8M———
Dunhill Financial, LLC
N/A—16,439-16,439-100%$5.8M———
Whalerock Point Partners, LLC
N/A—16,415-16,415-100%$5.8M———
Azimuth Capital Investment Management LLC
N/A—16,322-16,322-100%$5.8M———
Tsai Capital Corp
N/A—16,229-16,229-100%$5.7M———
Rodgers Brothers Inc.
N/A—16,223-16,223-100%$5.7M———
Port Capital LLC
N/A—16,205-16,205-100%$5.7M———
Estabrook Capital Management
N/A—16,205-16,205-100%$5.7M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—16,155-16,155-100%$5.7M———
CIM Investment Management Inc
N/A—16,138-16,138-100%$5.7M———
Tiaa Trust, National Association
N/A—16,119-16,119-100%$5.7M———
Cascade Financial Partners, LLC
N/A—16,097-16,097-100%$5.7M———
Kiley Juergens Wealth Management, LLC
N/A—16,076-16,076-100%$5.7M———
Zhang Financial LLC
N/A—15,924-15,924-100%$5.6M———
Twin Peaks Wealth Advisors, LLC
N/A—15,804-15,804-100%$5.6M———
Alan B Lancz & Associates, Inc.
N/A—15,750-15,750-100%$5.6M———
LSP Investment Advisors, LLC
N/A—15,734-15,734-100%$5.6M———
Wealth Management Associates, Inc.
N/A—15,555-15,555-100%$5.5M———
Mainstay Capital Management LLC
N/A—15,549-15,549-100%$5.5M———
Northwest Bancshares, Inc.
N/A—15,497-15,497-100%$5.5M———
Financial Gravity Companies, Inc.
N/A—15,380-15,380-100%$5.4M———
O'rourke & Company, Inc
N/A—15,327-15,327-100%$5.4M———
Keating Financial Advisory Services, Inc.
N/A—15,316-15,316-100%$5.4M———
DCM Advisors, LLC
N/A—15,268-15,268-100%$5.4M———
Betterment LLC
N/A—15,261-15,261-100%$5.4M———
Pacific Point Advisors, LLC
N/A—15,233-15,233-100%$5.4M———
Atom Investors LP
N/A—15,198-15,198-100%$5.4M———
Jain Global LLC
N/A—15,173-15,173-100%$5.4M———
V2 Financial group LLC
N/A—15,061-15,061-100%$5.3M———
January Capital Advisors LLC
N/A—15,019-15,019-100%$5.3M———
Peak Asset Management, LLC
N/A—15,016-15,016-100%$5.3M———
Atlas Capital Advisors Inc.
N/A—14,860-14,860-100%$5.3M———
Xcelsior Advisor Partners LLC
N/A—14,723-14,723-100%$5.2M———
Founders Financial Alliance, LLC
N/A—14,699-14,699-100%$5.2M———
Continuum Advisory, LLC
N/A—14,603-14,603-100%$5.2M———
Mokan Wealth Management Inc.
N/A—14,549-14,549-100%$5.1M———
Eschler Asset Management LLP
N/A—14,540-14,540-100%$5.1M———
Elkhorn Partners Limited Partnership
N/A—14,500-14,500-100%$5.1M———
Liberty Wealth Management LLC
N/A—14,490-14,490-100%$4.2M———
Monetary Management Group Inc
N/A—14,475-14,475-100%$5.1M———
Aristotle Atlantic Partners, LLC
N/A—14,455-14,455-100%$5.1M———
Sagewood Asset Management LP
N/A—14,391-14,391-100%$5.1M———
Silver OAK Securities, Incorporated
N/A—14,389-14,389-100%$5.1M———
Ameriflex Group, Inc.
N/A—14,373-14,373-100%$5.1M———
Garden State Investment Advisory Services LLC
N/A—14,362-14,362-100%$5.1M———
Farringdon Capital, Ltd.
N/A—14,330-14,330-100%$5.1M———
AssuredPartners Investment Advisors, LLC
N/A—14,314-14,314-100%$5.1M———
Quantum Portfolio Management LLC
N/A—14,288-14,288-100%$5.0M———
LRI Investments, LLC
N/A—14,232-14,232-100%$5.0M———
Crews Bank & Trust
N/A—14,172-14,172-100%$5.0M———
Minot DeBlois Advisors LLC
N/A—14,149-14,149-100%$5.0M———
Stevens Capital Management LP
N/A—14,129-14,129-100%$5.0M———
Baldwin Investment Management, LLC
N/A—14,041-14,041-100%$5.0M———
Royal Capital Wealth Management, LLC
N/A—13,893-13,893-100%$4.9M———
SGL Investment Advisors, Inc.
N/A—13,876-13,876-100%$4.9M———
Legacy Capital Wealth Management, LLC
N/A—13,849-13,849-100%$4.9M———
Itau Unibanco Holding S.A.
N/A—13,801-13,801-100%$4.9M———
K.J. Harrison & Partners Inc
N/A—13,768-13,768-100%$4.9M———
Mitchell Mcleod Pugh & Williams Inc
N/A—13,761-13,761-100%$4.9M———
Crawford Investment Counsel Inc
N/A—13,706-13,706-100%$4.8M———
Berger Financial Group, Inc
N/A—13,697-13,697-100%$4.8M———
Wrapmanager Inc
N/A—13,552-13,552-100%$4.8M———
All Terrain Financial Advisors, LLC
N/A—13,521-13,521-100%$4.8M———
Liontrust Investment Partners LLP
N/A—13,513-13,513-100%$4.8M———
Truvestments Capital LLC
N/A—13,464-13,464-100%$4.8M———
Steadtrust LLC
N/A—13,444-13,444-100%$4.8M———
Daniel Investment Group, Inc.
N/A—13,371-13,371-100%$4.7M———
Westfuller Advisors, LLC
N/A—13,355-13,355-100%$4.7M———
Brendel Financial Advisors LLC
N/A—13,336-13,336-100%$4.7M———
Conscious Wealth Investments, LLC
N/A—13,319-13,319-100%$4.6M———
Paces Ferry Wealth Advisors, LLC
N/A—13,303-13,303-100%$4.7M———
SageView Advisory Group, LLC
N/A—13,271-13,271-100%$4.7M———
Van Hulzen Asset Management, LLC
N/A—13,259-13,259-100%$4.7M———
Fox Hill Wealth Management
N/A—13,249-13,249-100%$4.7M———
RD Lewis Holdings, Inc.
N/A—13,249-13,249-100%$4.6M———
Invst, LLC
N/A—13,210-13,210-100%$4.7M———
Cercano Management LLC
N/A—13,160-13,160-100%$4.6M———
Citizens Business Bank
N/A—13,022-13,022-100%$4.6M———
Sandy Cove Advisors, LLC
N/A—12,989-12,989-100%$4.6M———
SHP Wealth Management
N/A—12,908-12,908-100%$4.6M———
IAM Advisory, LLC
N/A—12,896-12,896-100%$4.6M———
Satovsky Asset Management LLC
N/A—12,890-12,890-100%$4.6M———
Cyber Hornet ETFs LLC
N/A—12,882-12,882-100%$4.6M———
Cygnus Capital Advisors, LLC
N/A—12,800-12,800-100%$4.5M———
Bulltick Wealth Management, LLC
N/A—12,793-12,793-100%$4.5M———
Stonebridge Capital Advisors LLC
N/A—12,784-12,784-100%$4.5M———
Palumbo Wealth Management LLC
N/A—12,783-12,783-100%$4.5M———
Gateway Wealth Partners, LLC
N/A—12,743-12,743-100%$4.5M———
Oberndorf William E
N/A—12,719-12,719-100%$4.5M———
White Knight Strategic Wealth Advisors, LLC
N/A—12,708-12,708-100%$4.5M———
MRP Capital Investments, LLC
N/A—12,625-12,625-100%$4.5M———
White Pine Capital LLC
N/A—12,561-12,561-100%$4.4M———
Icon Advisers Inc
N/A—12,500-12,500-100%$4.4M———
Latash Investments, LLC
N/A—12,480-12,480-100%$4.4M———
Mark Asset Management LP
N/A—12,468-12,468-100%$4.4M———
DoubleLine ETF Adviser LP
N/A—12,462-12,462-100%$4.4M———
Harbour Investment Management LLC
N/A—12,386-12,386-100%$4.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,216-12,216-100%$4.3M———
New Republic Capital, LLC
N/A—12,198-12,198-100%$4.3M———
Innovative Asset Advisors Group, LLC
N/A—12,155-12,155-100%$4.3M———
Compass Capital Corp
N/A—12,098-12,098-100%$4.2M———
Charter Research & Investment Group, Inc.
N/A—12,095-12,095-100%$4.3M———
NorthStar Asset Management LLC
N/A—12,004-12,004-100%$4.2M———
Barbara Oil Co.
N/A—12,000-12,000-100%$4.3M———
OneAscent Financial Services LLC
N/A—11,998-11,998-100%$4.2M———
Smith, Moore & Co.
N/A—11,966-11,966-100%$4.2M———
Adalta Capital Management LLC
N/A—11,949-11,949-100%$4.2M———
Stoneridge Investment Partners LLC
N/A—11,921-11,921-100%$4.3M———
Paragon Capital Management LLC
N/A—11,882-11,882-100%$4.2M———
Drucker Wealth 3.0, LLC
N/A—11,866-11,866-100%$4.2M———
Stonebrook Private Inc.
N/A—11,837-11,837-100%$4.2M———
Donaldson Capital Management, LLC
N/A—11,836-11,836-100%$4.2M———
Papamarkou Wellner Asset Management inc.
N/A—11,747-11,747-100%$3.4M———
Bank of the Bluegrass & Trust Co.
N/A—11,725-11,725-100%$4.0M———
X-Square Capital, LLC
N/A—11,690-11,690-100%$4.1M———
Trevian Wealth Management LLC
N/A—11,502-11,502-100%$4.1M———
Leigh Baldwin & Co., LLC
N/A—11,476-11,476-100%$4.1M———
First American Trust, FSB
N/A—11,441-11,441-100%$4.0M———
Duncan Williams Asset Management, LLC
N/A—11,343-11,343-100%$4.0M———
Godshalk Welsh Capital Management, Inc.
N/A—11,340-11,340-100%$4.0M———
Front Row Advisors LLC
N/A—11,298-11,298-100%$3.9M———
Summit Wealth Partners, LLC
N/A—11,290-11,290-100%$4.0M———
17 Capital Partners, LLC
N/A—11,249-11,249-100%$4.0M———
Highview Capital Management LLC
N/A—11,230-11,230-100%$4.0M———
Beta Wealth Group, Inc.
N/A—11,176-11,176-100%$3.9M———
IFC Advisors LLC
N/A—11,148-11,148-100%$3.9M———
First Western Trust Bank
N/A—11,123-11,123-100%$3.9M———
First Financial Bankshares Inc
N/A—11,112-11,112-100%$3.9M———
Marietta Investment Partners LLC
N/A—11,097-11,097-100%$3.9M———
Millstone Evans Group, LLC
N/A—11,065-11,065-100%$3.9M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—11,043-11,043-100%$3.9M———
Empirical Asset Management, LLC
N/A—11,031-11,031-100%$3.9M———
Avenir Corp
N/A—10,975-10,975-100%$3.9M———
Greenland Capital Management LP
N/A—10,965-10,965-100%$3.9M———
South Street Advisors LLC
N/A—10,965-10,965-100%$3.9M———
Clarendon Private LLC
N/A—10,891-10,891-100%$3.8M———
Fukoku Mutual Life Insurance Co
N/A—10,885-10,885-100%$3.8M———
Bull Harbor Capital LLC
N/A—10,874-10,874-100%$3.8M———
Daybright Advisory Services, Inc.
N/A—10,726-10,726-100%$3.8M———
Knightsbridge Asset Management, LLC
N/A—10,725-10,725-100%$3.8M———
Element Squared LLC
N/A—10,706-10,706-100%$3.8M———
Mcguire Capital Advisors Inc
N/A—10,705-10,705-100%$3.8M———
Capital Fund Management S.A.
N/A—10,702-10,702-100%$3.8M———
Decatur Capital Management, Inc.
N/A—10,700-10,700-100%$3.8M———
Alley Investment Management Company, LLC
N/A—10,668-10,668-100%$3.8M———
Voya Financial Advisors, Inc.
N/A—10,620-10,620-100%$3.7M———
Acorns Advisers, LLC
N/A—10,617-10,617-100%$3.8M———
Alteri Wealth LLC
N/A—10,563-10,563-100%$3.7M———
Peregrine Asset Advisers, Inc.
N/A—10,548-10,548-100%$3.7M———
Family Manage LLC
N/A—10,539-10,539-100%$3.7M———
GWN Securities Inc.
N/A—10,520-10,520-100%$3.7M———
Courage Capital Management LLC
N/A—10,500-10,500-100%$3.7M———
Roehl & Yi Investment Advisors, LLC
N/A—10,458-10,458-100%$3.7M———
Mason & Associates Inc
N/A—10,394-10,394-100%$3.7M———
Trillium Asset Management, LLC
N/A—10,361-10,361-100%$3.7M———
Broderick Brian C
N/A—10,335-10,335-100%$3.7M———
Marco Investment Management LLC
N/A—10,331-10,331-100%$3.7M———
HHM Wealth Advisors, LLC
N/A—10,313-10,313-100%$3.6M———
Weiss Asset Management LP
N/A—10,249-10,249-100%$3.6M———
Fortress Private Ledger, LLC
N/A—10,201-10,201-100%$3.6M———
Tyche Wealth Partners LLC
N/A—10,177-10,177-100%$3.6M———
Elgethun Capital Management
N/A—10,148-10,148-100%$3.6M———
Horizon Investment Services, LLC
N/A—10,141-10,141-100%$3.6M———
Tiemann Investment Advisors, LLC
N/A—10,131-10,131-100%$3.6M———
Paradigm Capital Management, LLC
N/A—10,113-10,113-100%$3.6M———
Apriem Advisors
N/A—10,043-10,043-100%$3.5M———
Frisch Financial Group, Inc.
N/A—10,018-10,018-100%$3.5M———
Senator Investment Group LP
N/A—10,000-10,000-100%$3.5M———
Brio Consultants, LLC
N/A—9,957-9,957-100%$3.5M———
Crux Wealth Advisors
N/A—9,951-9,951-100%$3.5M———
Garrison Point Advisors, LLC
N/A—9,885-9,885-100%$3.5M———
Resolute Advisors LLC
N/A—9,850-9,850-100%$3.5M———
Gould Capital, LLC
N/A—9,839-9,839-100%$3.5M———
Keystone Financial Services
N/A—9,839-9,839-100%$3.5M———
Fuller & Thaler Asset Management, Inc.
N/A—9,766-9,766-100%$3.5M———
Pgim Custom Harvest LLC
N/A—9,739-9,739-100%$3.4M———
Centric Wealth Management
N/A—9,721-9,721-100%$3.7M———
Sunflower Bank, N.A.
N/A—9,713-9,713-100%$3.4M———
Alexander Labrunerie & Co., Inc.
N/A—9,705-9,705-100%$3.4M———
Magnolia Private Wealth, LLC
N/A—9,702-9,702-100%$3.4M———
Lowery Thomas, LLC
N/A—9,677-9,677-100%$3.4M———
Magnolia Capital Advisors LLC
N/A—9,652-9,652-100%$3.4M———
Pointe Capital Management LLC
N/A—9,620-9,620-100%$3.4M———
RFP Financial Group LLC
N/A—9,507-9,507-100%$3.4M———
Aspire Growth Partners LLC
N/A—9,464-9,464-100%$3.3M———
Hirtle & Co., LLC
N/A—9,464-9,464-100%$3.3M———
Wallace Capital Management Inc.
N/A—9,462-9,462-100%$3.3M———
Somerset Group LLC
N/A—9,439-9,439-100%$3.4M———
Yarger Wealth Strategies, LLC
N/A—9,384-9,384-100%$3.3M———
Evernest Financial Advisors, LLC
N/A—9,359-9,359-100%$3.3M———
Ames National Corp
N/A—9,350-9,350-100%$3.3M———
Kapstone Financial Advisors LLC
N/A—9,308-9,308-100%$3.3M———
SaddleRock Capital Management LLC
N/A—9,244-9,244-100%$3.3M———
Canal Capital Management, LLC
N/A—9,051-9,051-100%$3.2M———
Meiji Yasuda Life Insurance Co
N/A—9,012-9,012-100%$3.2M———
Legend Capital Advisors LLC
N/A—8,994-8,994-100%$3.2M———
Forefront Wealth Partners, LLC
N/A—8,990-8,990-100%$3.2M———
Silicon Valley Capital Partners
N/A—8,969-8,969-100%$3.2M———
WNY Asset Management, LLC
N/A—8,962-8,962-100%$3.2M———
Bantamac Capital, LLC
N/A—8,903-8,903-100%$3.1M———
Financial Advisors Network, Inc.
N/A—8,891-8,891-100%$3.1M———
Dimension Capital Management LLC
N/A—8,890-8,890-100%$3.1M———
Carr Financial Group Corp
N/A—8,867-8,867-100%$3.1M———
Ogorek Anthony Joseph
N/A—8,830-8,830-100%$3.1M———
Zuckerman Investment Group, LLC
N/A—8,825-8,825-100%$3.1M———
TB Capital Gestao de Recursos Ltda.
N/A—8,792-8,792-100%$3.1M———
Walsky Investment Management, Inc.
N/A—8,766-8,766-100%$3.1M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—8,721-8,721-100%$3.1M———
Riverstone Advisors, LLC
N/A—8,720-8,720-100%$3.1M———
FPC Investment Advisory, Inc.
N/A—8,709-8,709-100%$3.0M———
Wealthspire Retirement, LLC
N/A—8,684-8,684-100%$3.1M———
Aragon Global Management, LP
N/A—8,650-8,650-100%$3.1M———
First National Bank & Trust Co of Newtown
N/A—8,581-8,581-100%$3.1M———
Fortis Advisors, LLC
N/A—8,579-8,579-100%$3.0M———
Cinctive Capital Management LP
N/A—8,578-8,578-100%$3.0M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—8,574-8,574-100%$3.0M———
Scharf Investments, LLC
N/A—8,511-8,511-100%$3.0M———
PCM Encore, LLC
N/A—8,490-8,490-100%$3.0M———
Pinnacle Wealth Management, LLC
N/A—8,434-8,434-100%$3.0M———
Ramirez Asset Management, Inc.
N/A—8,382-8,382-100%$3.0M———
Intellus Advisors LLC
N/A—8,374-8,374-100%$3.0M———
Libra Wealth LLC
N/A—8,319-8,319-100%$2.9M———
Jackson Thornton Wealth Management, LLC
N/A—8,265-8,265-100%$2.9M———
Chancellor Financial Group WB LP
N/A—8,265-8,265-100%$2.9M———
Bellwether Advisors, LLC
N/A—8,251-8,251-100%$2.9M———
Dearborn Partners LLC
N/A—8,156-8,156-100%$2.9M———
Omnia Family Wealth, LLC
N/A—8,077-8,077-100%$2.9M———
Cetera Trust Company, N.a
N/A—8,040-8,040-100%$2.8M———
Arvest Bank Trust Division
N/A—8,040-8,040-100%$2.8M———
Ninepoint Partners LP
N/A—8,035-8,035-100%$2.8M———
KKM Financial LLC
N/A—8,023-8,023-100%$2.8M———
Nine Masts Capital Ltd
N/A—8,020-8,020-100%$2.0M———
Glen Eagle Advisors, LLC
N/A—8,014-8,014-100%$2.8M———
Vigil Wealth Management, LLC
N/A—8,000-8,000-100%$2.8M———
Headinvest, LLC
N/A—7,997-7,997-100%$2.8M———
Investment Advisory Group, LLC
N/A—7,978-7,978-100%$2.8M———
JMN Financial LLC
N/A—7,976-7,976-100%$2.8M———
Quantbot Technologies LP
N/A—7,951-7,951-100%$2.8M———
Northstar Financial Companies, Inc.
N/A—7,942-7,942-100%$2.8M———
F/m Investments LLC
N/A—7,930-7,930-100%$2.8M———
City National Bank of Florida
N/A—7,909-7,909-100%$2.8M———
US Asset Management LLC
N/A—7,806-7,806-100%$2.8M———
BlackDiamond Wealth Management, LLC
N/A—7,773-7,773-100%$2.8M———
Steigerwald, Gordon & Koch Inc.
N/A—7,748-7,748-100%$2.7M———
Index Technologies Group LLC
N/A—7,724-7,724-100%$2.7M———
Shaolin Capital Management LLC
N/A—7,667-7,667-100%$2.7M———
First Commonwealth Financial Corp
N/A—7,659-7,659-100%$2.7M———
First Dallas Securities Inc.
N/A—7,620-7,620-100%$2.7M———
Wall Street Financial Group, Inc.
N/A—7,591-7,591-100%$2.7M———
Bouchey Financial Group, Ltd.
N/A—7,561-7,561-100%$2.7M———
Motco
N/A—7,544-7,544-100%$2.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—7,503-7,503-100%$2.7M———
Easterly Investment Partners LLC
N/A—7,500-7,500-100%$2.6M———
Asset Management Group, Inc.
N/A—7,486-7,486-100%$2.6M———
Shufro Rose & Co LLC
N/A—7,452-7,452-100%$2.6M———
Vantage Point Financial LLC
N/A—7,447-7,447-100%$2.6M———
WJ Financial Advisors LLC
N/A—7,400-7,400-100%$2.6M———
L & S Advisors Inc
N/A—7,346-7,346-100%$2.6M———
Consilio Wealth Advisors, LLC
N/A—7,343-7,343-100%$2.6M———
Wealth Advisors of Iowa, LLC
N/A—7,325-7,325-100%$2.6M———
American Trust
N/A—7,319-7,319-100%$2.6M———
Westbourne Investments, Inc.
N/A—7,228-7,228-100%$2.6M———
Bellevue Asset Management, LLC
N/A—7,225-7,225-100%$2.6M———
Cordant, Inc.
N/A—7,222-7,222-100%$2.6M———
New Vernon Investment Management LLC
N/A—7,200-7,200-100%$2.5M———
Tudor Financial Inc.
N/A—7,182-7,182-100%$2.5M———
Twinbeech Capital LP
N/A—7,162-7,162-100%$2.5M———
Calton & Associates, Inc.
N/A—7,147-7,147-100%$2.5M———
Brasada Capital Management, LP
N/A—7,140-7,140-100%$2.5M———
Summit Wealth & Retirement Planning, Inc.
N/A—7,123-7,123-100%$2.5M———
Palisades Hudson Asset Management, L.P.
N/A—7,119-7,119-100%$2.5M———
Coign Capital Advisors LLC
N/A—7,094-7,094-100%$2.5M———
44 Wealth Management LLC
N/A—7,064-7,064-100%$2.5M———
Hansen & Associates Financial Group, Inc.
N/A—7,025-7,025-100%$2.6M———
Castleark Management LLC
N/A—7,000-7,000-100%$2.5M———
PeakShares LLC
N/A—6,985-6,985-100%$2.5M———
NerdWallet Wealth Partners, LLC
N/A—6,957-6,957-100%$2.5M———
Pitcairn Wealth Advisors LLC
N/A—6,948-6,948-100%$2.5M———
Perissos Private Wealth Management, LLC
N/A—6,931-6,931-100%$2.4M———
Z3 Capital Partners, LLC
N/A—6,926-6,926-100%$2.4M———
Strategic Investment Solutions, Inc.
N/A—6,919-6,919-100%$2.4M———
Calydon Capital
N/A—6,905-6,905-100%$2.4M———
Members Trust Co
N/A—6,900-6,900-100%$2.4M———
Strathmore Capital Advisors, Inc.
N/A—6,895-6,895-100%$2.4M———
OneAscent Family Office, LLC
N/A—6,891-6,891-100%$2.4M———
Saranac Partners Ltd
N/A—6,880-6,880-100%$2.4M———
Curio Wealth, LLC
N/A—6,879-6,879-100%$2.4M———
Stonebridge Financial Group, LLC / MO
N/A—6,876-6,876-100%$2.4M———
PIN OAK Investment Advisors Inc
N/A—6,867-6,867-100%$2.4M———
Integrated Investment Consultants, LLC
N/A—6,851-6,851-100%$2.4M———
Fielder Capital Group LLC
N/A—6,846-6,846-100%$2.4M———
Ranch Capital Advisors Inc.
N/A—6,842-6,842-100%$2.4M———
Retirement Income Solutions, Inc
N/A—6,828-6,828-100%$2.0M———
Sonoma Allocations LLC
N/A—6,823-6,823-100%$2.4M———
Partners Capital Investment Group, LLP
N/A—6,814-6,814-100%$2.4M———
Harbour Wealth Management Group, Inc.
N/A—6,797-6,797-100%$2.4M———
Taylor Hoffman Capital Management LLC
N/A—6,784-6,784-100%$2.4M———
Capital Investment Management, Inc.
N/A—6,751-6,751-100%$2.4M———
Auxier Asset Management LLC
N/A—6,750-6,750-100%$2.4M———
Nvest Financial, LLC
N/A—6,738-6,738-100%$2.4M———
Laraway Financial Advisors Inc
N/A—6,728-6,728-100%$2.4M———
Vance Wealth, LLC
N/A—6,706-6,706-100%$2.4M———
Baron Silver Stevens Financial Advisors, LLC
N/A—6,700-6,700-100%$2.4M———
Permanens Capital L.P.
N/A—6,693-6,693-100%$2.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—6,638-6,638-100%$2.3M———
Oxford Financial Group, Ltd. LLC
N/A—6,631-6,631-100%$2.3M———
Navalign, LLC
N/A—6,614-6,614-100%$2.3M———
Goldstream Capital Management Ltd
N/A—6,601-6,601-100%$2.3M———
1776 Wealth LLC
N/A—6,585-6,585-100%$2.3M———
Prosperity Bancshares Inc
N/A—6,577-6,577-100%$2.3M———
Old North State Trust, LLC
N/A—6,574-6,574-100%$2.3M———
Elm Partners Management LLC
N/A—6,563-6,563-100%$2.3M———
Swan Global Investments, LLC
N/A—6,536-6,536-100%$2.3M———
Rexford Capital Inc
N/A—6,535-6,535-100%$2.3M———
RiverPark Advisors, LLC
N/A—6,521-6,521-100%$2.3M———
Integrity Wealth Solutions LLC
N/A—6,507-6,507-100%$2.3M———
Transamerica Financial Advisors, LLC
N/A—6,505-6,505-100%$2.3M———
Flatrock Wealth Partners LLC
N/A—6,470-6,470-100%$2.3M———
Florida Financial Advisors, LLC
N/A—6,413-6,413-100%$2.3M———
West Family Investments, Inc.
N/A—6,361-6,361-100%$2.2M———
XP Advisory US, Inc.
N/A—6,357-6,357-100%$2.2M———
TRB Wealth Management, LLC
N/A—6,336-6,336-100%$2.2M———
SIG Brokerage, LP
N/A—6,333-6,333-100%$2.2M———
Note Advisors, LLC
N/A—6,326-6,326-100%$2.2M———
Hemenway Trust Co LLC
N/A—6,313-6,313-100%$2.2M———
IFS Group,LLC
N/A—6,310-6,310-100%$2.2M———
Strategic Financial Concepts, LLC
N/A—6,309-6,309-100%$2.2M———
Whitford Management LLC
N/A—6,283-6,283-100%$2.2M———
Fiducient Advisors LLC
N/A—6,241-6,241-100%$2.2M———
Koss-Olinger Consulting, LLC
N/A—6,205-6,205-100%$2.2M———
Fortune Financial Advisors, LLC
N/A—6,181-6,181-100%$2.2M———
Requisite Capital Management, LLC
N/A—6,167-6,167-100%$2.2M———
Benson Wealth Management Inc
N/A—6,139-6,139-100%$2.2M———
Bolthouse Investments, LLC
N/A—6,115-6,115-100%$2.2M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,114-6,114-100%$2.2M———
Leith Wheeler Investment Counsel Ltd.
N/A—6,078-6,078-100%$2.1M———
Independent Family Office, LLC
N/A—6,030-6,030-100%$2.1M———
Argent Advisors, Inc.
N/A—6,019-6,019-100%$2.1M———
CM Wealth Advisors LLC
N/A—6,012-6,012-100%$2.1M———
Richard W. Paul & Associates, LLC
N/A—6,007-6,007-100%$2.1M———
CVA Family Office, LLC
N/A—6,006-6,006-100%$2.1M———
Blalock Williams, LLC
N/A—6,004-6,004-100%$2.1M———
Next Capital Management LLC
N/A—5,995-5,995-100%$2.1M———
Cladis Investment Advisory, LLC
N/A—5,961-5,961-100%$2.1M———
Chokshi & Queen Wealth Advisors, Inc
N/A—5,950-5,950-100%$2.1M———
Permanent Capital Management, LP
N/A—5,939-5,939-100%$2.1M———
WealthShield Partners, LLC
N/A—5,931-5,931-100%$2.1M———
SAM Advisors, LLC
N/A—5,928-5,928-100%$2.1M———
Signet Private Wealth LLC
N/A—5,892-5,892-100%$2.1M———
Union Heritage Capital, LLC
N/A—5,875-5,875-100%$2.1M———
Paladin Advisory Group, LLC
N/A—5,872-5,872-100%$2.1M———
MA Private Wealth
N/A—5,863-5,863-100%$2.1M———
Buckley Wealth Management, LLC
N/A—5,849-5,849-100%$2.1M———
Wisconsin Capital Management LLC
N/A—5,820-5,820-100%$2.1M———
Orleans Capital Management Corp
N/A—5,816-5,816-100%$2.1M———
RPS Advisory Solutions LLC
N/A—5,811-5,811-100%$2.1M———
Quattro Advisors LLC
N/A—5,797-5,797-100%$2.0M———
New World Advisors LLC
N/A—5,793-5,793-100%$2.0M———
Marathon Partners Equity Management, LLC
N/A—5,750-5,750-100%$2.0M———
Meadowbrook Advisors Group, LLC
N/A—5,750-5,750-100%$2.0M———
Markin Asset Management, LP
N/A—5,733-5,733-100%$2.0M———
Epacria Capital Partners, LLC
N/A—5,727-5,727-100%$2.0M———
Portolan Capital Management, LLC
N/A—5,710-5,710-100%$2.0M———
Comprehensive Money Management Services LLC
N/A—5,701-5,701-100%$2.0M———
Exit Wealth Advisors, Llc.
N/A—5,681-5,681-100%$2.0M———
Van Diest Capital, LLC
N/A—5,658-5,658-100%$2.0M———
AFT, Forsyth & Company, Inc.
N/A—5,617-5,617-100%$2.0M———
Legend Financial Advisors, Inc.
N/A—5,608-5,608-100%$2.0M———
Select Asset Management & Trust
N/A—5,604-5,604-100%$2.0M———
Runnymede Capital Advisors, Inc.
N/A—5,600-5,600-100%$2.0M———
Patron Partners, LLC
N/A—5,587-5,587-100%$2.0M———
Hexagon Capital Partners LLC
N/A—5,551-5,551-100%$2.0M———
FWG Holdings, LLC
N/A—5,541-5,541-100%$1.8M———
Seneca House Advisors
N/A—5,532-5,532-100%$2.0M———
Headlands Technologies LLC
N/A—5,520-5,520-100%$2.0M———
Ketron Financial
N/A—5,467-5,467-100%$1.9M———
Phoenix Asset Management Partners Ltd
N/A—5,450-5,450-100%$1.9M———
Ballast Advisors LLC
N/A—5,437-5,437-100%$1.9M———
Chicago Wealth Management, Inc.
N/A—5,431-5,431-100%$1.9M———
Goldstone Financial Group, LLC
N/A—5,402-5,402-100%$1.9M———
Vienna Asset Management LLC
N/A—5,371-5,371-100%$1.9M———
United Bank
N/A—5,366-5,366-100%$1.9M———
Addison Capital Co
N/A—5,362-5,362-100%$1.9M———
Warner Group LLC
N/A—5,318-5,318-100%$1.9M———
Hobbs Group Advisors, LLC
N/A—5,312-5,312-100%$1.9M———
Cape ANN Savings Bank
N/A—5,273-5,273-100%$1.9M———
Twin City Private Wealth, LLC
N/A—5,245-5,245-100%$1.9M———
Emerald Advisers, LLC
N/A—5,240-5,240-100%$1.9M———
Arrowroot Family Office, LLC
N/A—5,228-5,228-100%$1.8M———
GW&K Investment Management, LLC
N/A—5,224-5,224-100%$1.8M———
Veridan Wealth LLC
N/A—5,207-5,207-100%$1.8M———
Navis Wealth Advisors, LLC
N/A—5,206-5,206-100%$1.8M———
Madison Wealth Partners, Inc
N/A—5,198-5,198-100%$1.8M———
American Alpha Advisors, LLC
N/A—5,197-5,197-100%$1.8M———
TrueWealth Financial Partners
N/A—5,191-5,191-100%$1.8M———
Bogart Wealth, LLC
N/A—5,185-5,185-100%$1.8M———
Francis Financial, Inc.
N/A—5,171-5,171-100%$1.8M———
Potentia Wealth
N/A—5,154-5,154-100%$1.8M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—5,152-5,152-100%$1.8M———
Corient IA LP
N/A—5,140-5,140-100%$1.8M———
Vantus Wealth LLC
N/A—5,137-5,137-100%$1.8M———
HighVista Strategies LLC
N/A—5,127-5,127-100%$1.8M———
New Insight Wealth Advisors
N/A—5,121-5,121-100%$1.8M———
Cahill Financial Advisors Inc
N/A—5,103-5,103-100%$1.8M———
Renaissance Group LLC
N/A—5,090-5,090-100%$1.8M———
Synergy Investment Management, LLC
N/A—5,070-5,070-100%$1.8M———
Inceptionr LLC
N/A—5,064-5,064-100%$1.8M———
Khazanah Nasional Berhad
N/A—5,054-5,054-100%$1.8M———
Castle Wealth Management LLC
N/A—5,047-5,047-100%$1.8M———
Napier Financial, LLC
N/A—5,027-5,027-100%$1.8M———
Planning Alternatives LTD
N/A—5,004-5,004-100%$1.8M———
Kilter Group LLC
N/A—5,001-5,001-100%$1.8M———
Sona Asset Management (US) LLC
N/A—5,000-5,000-100%$1.8M———
Snowwater Investment Partners, LLC
N/A—4,998-4,998-100%$1.8M———
West Michigan Advisors, LLC
N/A—4,990-4,990-100%$1.8M———
Beck Bode, LLC
N/A—4,987-4,987-100%$1.8M———
Seneschal Advisors, LLC
N/A—4,980-4,980-100%$1.8M———
Strategic Investment Advisors / MI
N/A—4,974-4,974-100%$1.8M———
KilterHowling LLC
N/A—4,970-4,970-100%$1.8M———
Dougherty & Associates, LLC
N/A—4,926-4,926-100%$1.7M———
Boston Research & Management Inc
N/A—4,912-4,912-100%$1.7M———
Picton Mahoney Asset Management
N/A—4,908-4,908-100%$1.7M———
Park Place Capital Corp
N/A—4,906-4,906-100%$1.7M———
Ellenbecker Investment Group
N/A—4,885-4,885-100%$1.7M———
Wescott Financial Advisory Group, LLC
N/A—4,884-4,884-100%$1.7M———
One Charles Private Wealth Services, LLC
N/A—4,847-4,847-100%$1.7M———
Mayport, LLC
N/A—4,831-4,831-100%$1.7M———
Private Capital Management, LLC
N/A—4,797-4,797-100%$1.7M———
Cheviot Value Management, LLC
N/A—4,786-4,786-100%$1.7M———
Value Aligned Research Advisors, LLC
N/A—4,785-4,785-100%$1.7M———
SOA Wealth Advisors, Llc.
N/A—4,782-4,782-100%$1.7M———
Everstar Asset Management, LLC
N/A—4,780-4,780-100%$1.7M———
Strategies Wealth Advisors, LLC
N/A—4,756-4,756-100%$1.7M———
Deepwater Asset Management, LLC
N/A—4,754-4,754-100%$1.7M———
Pincus Capital Management, LP
N/A—4,751-4,751-100%$1.7M———
MainStreet Investment Advisors LLC
N/A—4,749-4,749-100%$1.7M———
Fi3 Financial Advisors, LLC
N/A—4,717-4,717-100%$675.0K———
Tranquilli Financial Advisor LLC
N/A—4,701-4,701-100%$1.7M———
Conservest Capital Advisors, Inc.
N/A—4,682-4,682-100%$1.7M———
Jackson Wealth Management, LLC
N/A—4,666-4,666-100%$1.6M———
Delta Asset Management LLC
N/A—4,663-4,663-100%$1.6M———
Allied Private Wealth LLC
N/A—4,646-4,646-100%$1.7M———
Wharton Business Group, LLC
N/A—4,642-4,642-100%$1.6M———
Moment Partners, LLC
N/A—4,636-4,636-100%$1.6M———
WealthTrust Axiom LLC
N/A—4,636-4,636-100%$1.6M———
TriCert Investment Counsel Inc.
N/A—4,584-4,584-100%$1.6M———
Martingale Asset Management L P
N/A—4,570-4,570-100%$1.6M———
Per Stirling Capital Management, Llc.
N/A—4,565-4,565-100%$1.6M———
Laffer Tengler Investments, Inc.
N/A—4,560-4,560-100%$1.6M———
Safeguard Investment Advisory Group, LLC
N/A—4,516-4,516-100%$1.6M———
Keynote Financial Services LLC
N/A—4,491-4,491-100%$1.6M———
LWM Advisory Services, LLC
N/A—4,462-4,462-100%$1.6M———
Legacy Capital Group California, Inc.
N/A—4,434-4,434-100%$1.6M———
Burnham & Co LLC
N/A—4,415-4,415-100%$1.6M———
Basepoint Wealth LLC
N/A—4,390-4,390-100%$1.6M———
Topsail Wealth Management, LLC
N/A—4,388-4,388-100%$1.6M———
Wellington-Altus USA Inc.
N/A—4,332-4,332-100%$1.2M———
Legato Capital Management LLC
N/A—4,331-4,331-100%$1.5M———
Dempze Nancy E
N/A—4,325-4,325-100%$1.5M———
Advance Capital Management, Inc.
N/A—4,321-4,321-100%$1.5M———
Kelman-Lazarov, Inc.
N/A—4,316-4,316-100%$1.5M———
Corsicana & Co.
N/A—4,313-4,313-100%$1.5M———
Lakeridge Wealth Management LLC
N/A—4,300-4,300-100%$1.5M———
Drake & Associates, LLC
N/A—4,248-4,248-100%$1.5M———
WealthCollab, LLC
N/A—4,244-4,244-100%$1.5M———
Red Wave Investments LLC
N/A—4,241-4,241-100%$1.5M———
Naviter Wealth, LLC
N/A—4,238-4,238-100%$1.5M———
Panoramic Capital Partners, LLC
N/A—4,235-4,235-100%$1.5M———
Steffes Financial, Ltd.
N/A—4,195-4,195-100%$1.5M———
RiverGlades Family Offices LLC
N/A—4,184-4,184-100%$1.5M———
Battery Global Advisors, LLC
N/A—4,179-4,179-100%$1.5M———
Tacita Capital Inc
N/A—4,163-4,163-100%$1.5M———
Wills Financial Group LLC
N/A—4,143-4,143-100%$1.5M———
Northstar Asset Management Inc
N/A—4,127-4,127-100%$1.5M———
Wealthgarden F.S. LLC
N/A—4,122-4,122-100%$1.5M———
Presidio Capital Management, LLC
N/A—4,121-4,121-100%$1.5M———
Lansing Street Advisors
N/A—4,097-4,097-100%$1.4M———
Geometric Wealth Advisors
N/A—4,094-4,094-100%$1.4M———
Talisman Wealth Advisors LLC
N/A—4,083-4,083-100%$1.4M———
Warther Private Wealth, LLC
N/A—4,083-4,083-100%$1.4M———
Truepoint, Inc.
N/A—4,080-4,080-100%$1.4M———
Broyhill Asset Management, LLC
N/A—4,067-4,067-100%$1.4M———
Dover Advisors, LLC
N/A—4,060-4,060-100%$1.3M———
Core Wealth Advisors, Inc.
N/A—4,048-4,048-100%$1.4M———
Cornerstone Capital, Inc.
N/A—4,040-4,040-100%$1.4M———
Legacy Wealth Advisors, LLC
N/A—4,038-4,038-100%$1.4M———
Vines Capital Management, LLC
N/A—4,024-4,024-100%$1.4M———
Seven Springs Wealth Group, LLC
N/A—4,024-4,024-100%$1.4M———
Regency Capital Management Inc.\DE
N/A—4,020-4,020-100%$1.4M———
Peak Retirement Planning, Inc.
N/A—4,010-4,010-100%$1.4M———
Harbor Advisory Corp
N/A—4,000-4,000-100%$1.4M———
Portland Global Advisors LLC
N/A—3,981-3,981-100%$1.4M———
Elevation Advisory Partners LLC
N/A—3,981-3,981-100%$1.4M———
Pack Private Wealth, LLC
N/A—3,978-3,978-100%$1.4M———
NCM Capital Management, LLC
N/A—3,975-3,975-100%$1.4M———
Mathes Company, Inc.
N/A—3,971-3,971-100%$1.4M———
Manhattan West Asset Management, LLC
N/A—3,971-3,971-100%$1.4M———
Darwin Wealth Management, LLC
N/A—3,959-3,959-100%$1.4M———
Bluebird Wealth Management LLC
N/A—3,945-3,945-100%$1.4M———
Operose Advisors LLC
N/A—3,934-3,934-100%$1.4M———
Berkeley Capital Partners, LLC
N/A—3,927-3,927-100%$1.4M———
Osbon Capital Management LLC
N/A—3,926-3,926-100%$1.4M———
Element Wealth, LLC
N/A—3,913-3,913-100%$1.4M———
Advocacy Wealth Management, LLC
N/A—3,905-3,905-100%$1.4M———
Wilson & Boucher Capital Management, LLC
N/A—3,903-3,903-100%$1.4M———
Allred Capital Management, LLC
N/A—3,900-3,900-100%$1.4M———
Formulate Financial LLC
N/A—3,900-3,900-100%$1.4M———
Precision Wealth Strategies, LLC
N/A—3,896-3,896-100%$1.4M———
JT Stratford LLC
N/A—3,893-3,893-100%$1.4M———
Painted Porch Advisors LLC
N/A—3,887-3,887-100%$1.4M———
LeClair Wealth Partners LLC
N/A—3,884-3,884-100%$1.4M———
Pine Harbor Wealth Management, LLC
N/A—3,875-3,875-100%$1.4M———
VestGen Investment Management
N/A—3,852-3,852-100%$1.4M———
Pinnacle West Asset Management, Inc.
N/A—3,845-3,845-100%$1.4M———
Aberdeen Wealth Management LLC
N/A—3,844-3,844-100%$1.4M———
Hutchinson Capital Management
N/A—3,836-3,836-100%$1.4M———
Blackstone Inc.
N/A—3,835-3,835-100%$1.4M———
Alpha Financial Partners LLC
N/A—3,833-3,833-100%$1.4M———
Fiduciary Financial Advisors
N/A—3,830-3,830-100%$1.4M———
AXQ Capital, LP
N/A—3,829-3,829-100%$1.4M———
Continental Investors Services, Inc.
N/A—3,818-3,818-100%$1.4M———
360 Financial, Inc.
N/A—3,817-3,817-100%$1.3M———
Brave Warrior Advisors, LLC
N/A—3,790-3,790-100%$1.3M———
Bienville Capital Management, LLC
N/A—3,782-3,782-100%$1.3M———
Oxford Wealth Group, LLC
N/A—3,761-3,761-100%$1.3M———
Meridian Wealth Partners, LLC
N/A—3,752-3,752-100%$1.3M———
M3 Advisory Group, LLC
N/A—3,749-3,749-100%$1.3M———
Keyvantage Wealth, LLC
N/A—3,730-3,730-100%$1.3M———
Torrey-Payne Wealth Management, LLC
N/A—3,720-3,720-100%$1.3M———
Aegis Wealth Management LLC
N/A—3,717-3,717-100%$1.3M———
Novare Capital Management LLC
N/A—3,712-3,712-100%$1.3M———
Eaton Financial Holdings Company, LLC
N/A—3,709-3,709-100%$1.3M———
King Wealth Management Group
N/A—3,702-3,702-100%$1.3M———
Kane Investment Management, Inc.
N/A—3,677-3,677-100%$1.3M———
Tandem Financial, LLC
N/A—3,665-3,665-100%$1.3M———
Orographic Financial Advisors, LLC
N/A—3,662-3,662-100%$1.3K———
Prasad Wealth Partners, LLC
N/A—3,658-3,658-100%$1.3M———
UP Strategic Wealth Investment Advisors LLC
N/A—3,630-3,630-100%$1.3M———
Stelac Advisory Services LLC
N/A—3,625-3,625-100%$1.3M———
Mpwm Advisory Solutions, LLC
N/A—3,607-3,607-100%$1.3M———
LMR Partners LLP
N/A—3,592-3,592-100%$1.3M———
Pacific SUN Financial Corp
N/A—3,579-3,579-100%$1.3M———
Heartland Bank & Trust Co
N/A—3,575-3,575-100%$1.3M———
Front Street Capital Management, Inc.
N/A—3,565-3,565-100%$1.3M———
Houlihan Financial Resource Group, Ltd.
N/A—3,559-3,559-100%$1.3M———
HTG Investment Advisors, Inc.
N/A—3,553-3,553-100%$1.3M———
Integrity Financial Corp
N/A—3,550-3,550-100%$1.3M———
Centennial Bank
N/A—3,540-3,540-100%$1.3M———
Field & Main Bank
N/A—3,540-3,540-100%$1.3M———
CIM, LLC
N/A—3,530-3,530-100%$1.2M———
Elk River Wealth Management LLC
N/A—3,529-3,529-100%$1.2M———
Landing Point Financial Group, LLC
N/A—3,517-3,517-100%$1.2M———
1 North Wealth Services LLC
N/A—3,508-3,508-100%$1.2M———
Jupiter Wealth Management LLC
N/A—3,500-3,500-100%$1.2M———
Landscape Capital Management, L.L.C.
N/A—3,469-3,469-100%$1.2M———
Tobias Financial Advisors, Inc.
N/A—3,451-3,451-100%$1.2M———
FreeGulliver LLC
N/A—3,439-3,439-100%$1.2M———
Chesapeake Asset Management LLC
N/A—3,423-3,423-100%$1.1M———
USA Financial Formulas
N/A—3,404-3,404-100%$1.2M———
Montanova Capital, LLC
N/A—3,400-3,400-100%$1.2M———
Mosaic Financial Group, LLC
N/A—3,393-3,393-100%$1.2M———
P.A.W. Capital Corp
N/A—3,380-3,380-100%$1.2M———
Golden Unicorn (BVI) Ltd
N/A—3,375-3,375-100%$1.2M———
Chase Investment Counsel Corp
N/A—3,327-3,327-100%$1.2M———
Kirtland Hills Capital Management, LLC
N/A—3,320-3,320-100%$1.2M———
MOR Wealth Management, LLC
N/A—3,303-3,303-100%$1.2M———
Matrix Private Capital Group LLC
N/A—3,303-3,303-100%$1.2M———
Caldwell Sutter Capital, Inc.
N/A—3,281-3,281-100%$1.2M———
Ehrenkranz Partners L.P.
N/A—3,252-3,252-100%$1.1M———
Medallion Wealth Advisors, LLC
N/A—3,246-3,246-100%$1.1M———
Biondo Investment Advisors, LLC
N/A—3,246-3,246-100%$1.1M———
Vertex Planning Partners, LLC
N/A—3,241-3,241-100%$1.1M———
Alta Wealth Advisors LLC
N/A—3,227-3,227-100%$1.1M———
Spreng Capital Management, Inc.
N/A—3,226-3,226-100%$1.1M———
Greykasell Wealth Strategies, Inc.
N/A—3,225-3,225-100%$1.1M———
GatePass Capital, LLC
N/A—3,211-3,211-100%$1.1M———
Reliant Investment Partners, LLC
N/A—3,205-3,205-100%$1.1M———
Game Creek Capital, LP
N/A—3,200-3,200-100%$1.1M———
Krane Funds Advisors LLC
N/A—3,196-3,196-100%$1.1M———
Harvest Investment Services, LLC
N/A—3,191-3,191-100%$1.1M———
Cedarwood Wealth LLC
N/A—3,181-3,181-100%$1.1M———
Forum Finance Group S.A.
N/A—3,152-3,152-100%$900———
CacheTech Inc.
N/A—3,151-3,151-100%$1.1M———
Trustco Bank Corp N Y
N/A—3,146-3,146-100%$1.1M———
D L Carlson Investment Group Inc
N/A—3,138-3,138-100%$1.1M———
Clarkston Capital Partners, LLC
N/A—3,135-3,135-100%$1.1M———
Alerus Financial NA
N/A—3,134-3,134-100%$1.1M———
Dividend Assets Capital, LLC
N/A—3,125-3,125-100%$1.1M———
Somerville Kurt F
N/A—3,120-3,120-100%$1.1M———
Spwm Advisors LLC
N/A—3,118-3,118-100%$1.1M———
Horizon Kinetics Asset Management LLC
N/A—3,115-3,115-100%$1.1M———
One Wealth Management Investment & Advisory Services, LLC
N/A—3,109-3,109-100%$1.1M———
Capasso Planning Partners LLC
N/A—3,093-3,093-100%$1.1M———
Jackson, Grant Investment Advisers, Inc.
N/A—3,091-3,091-100%$1.1M———
Barnes Wealth Management Group, Inc
N/A—3,082-3,082-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—3,074-3,074-100%$1.1M———
Intrepid Capital Management Inc
N/A—3,071-3,071-100%$1.1M———
Strait & Sound Wealth Management LLC
N/A—3,068-3,068-100%$1.1M———
Resources Management Corp
N/A—3,055-3,055-100%$1.1M———
Clifford Group, LLC
N/A—3,051-3,051-100%$1.1M———
J Hagan Capital, Inc.
N/A—3,041-3,041-100%$1.1M———
JPL Wealth Management, LLC
N/A—3,037-3,037-100%$1.1M———
Seascape Capital Management
N/A—3,024-3,024-100%$1.1M———
Aspen Capital Management, LLC
N/A—3,023-3,023-100%$1.1M———
Emissary Wealth LLC
N/A—3,010-3,010-100%$1.1M———
Blueshift Asset Management, LLC
N/A—2,970-2,970-100%$1.0M———
KEB Asset Management, LLC
N/A—2,968-2,968-100%$1.0M———
Balanced Wealth Group LLC
N/A—2,968-2,968-100%$1.0M———
Beacon Harbor Wealth Advisors, Inc.
N/A—2,959-2,959-100%$1.1M———
Disciplined Investors, L.L.C.
N/A—2,958-2,958-100%$1.0M———
Engineers Gate Manager LP
N/A—2,945-2,945-100%$1.0M———
PCB Capital LLC
N/A—2,934-2,934-100%$1.0M———
Allie Family Office LLC
N/A—2,923-2,923-100%$1.0M———
Ridge Creek Global, Inc
N/A—2,917-2,917-100%$1.0M———
American Financial Advisors, LLC
N/A—2,912-2,912-100%$1.0M———
Sandro Wealth Management LLC
N/A—2,906-2,906-100%$1.0M———
Dixon Mitchell Investment Counsel Inc.
N/A—2,905-2,905-100%$1.0M———
Summit Wealth Group, LLC
N/A—2,904-2,904-100%$1.0M———
Fourth Dimension Wealth, LLC
N/A—2,900-2,900-100%$1.0M———
Chaney Capital Management, Inc.
N/A—2,895-2,895-100%$1.0M———
Vista Investment Management
N/A—2,894-2,894-100%$1.0M———
Wayfinding Financial, LLC
N/A—2,891-2,891-100%$1.0M———
Causey Wealth LLC
N/A—2,880-2,880-100%$1.0M———
Roble, Belko & Company, Inc
N/A—2,875-2,875-100%$1.0M———
Greenline Wealth Management LLC
N/A—2,873-2,873-100%$1.0M———
Olde Wealth Management, LLC
N/A—2,855-2,855-100%$1.0M———
Golden Road Advisors LLC
N/A—2,841-2,841-100%$1.0M———
ODonnell Financial Services, LLC
N/A—2,830-2,830-100%$1.0M———
Tidemark, LLC
N/A—2,829-2,829-100%$999.5K———
Access Financial Services, Inc.
N/A—2,823-2,823-100%$997.5K———
Birchcreek Wealth Management, LLC
N/A—2,817-2,817-100%$995.3K———
B & T Capital Management DBA Alpha Capital Management
N/A—2,810-2,810-100%$992.7K———
N.E.W. Advisory Services LLC
N/A—2,798-2,798-100%$988.7K———
Schrum Private Wealth Management LLC
N/A—2,782-2,782-100%$582.7K———
Ruggiero Investments, Inc.
N/A—2,781-2,781-100%$982.6K———
Menard Financial Group LLC
N/A—2,770-2,770-100%$978.6K———
Sky-Mountain Capital Management, Inc.
N/A—2,757-2,757-100%$974.1K———
KMT Wealth Management, LLC
N/A—2,746-2,746-100%$970.1K———
Twin Lakes Capital Management, LLC
N/A—2,743-2,743-100%$969.4K———
Bank OZK
N/A—2,741-2,741-100%$968.5K———
Petix & Botte Co
N/A—2,740-2,740-100%$968.1K———
Beacon Bridge Wealth Partners, LLC
N/A—2,729-2,729-100%$964.2K———
Fund Advisors of America Inc
N/A—2,722-2,722-100%$961.9K———
S&T Bank
N/A—2,722-2,722-100%$961.8K———
Westshore Wealth, LLC
N/A—2,717-2,717-100%$960.0K———
Smart Money Group LLC
N/A—2,709-2,709-100%$957.0K———
Pring Turner Capital Group Inc
N/A—2,696-2,696-100%$961.5K———
Great OAK Capital Partners, LLC
N/A—2,680-2,680-100%$939.8K———
Kidder Stephen W
N/A—2,675-2,675-100%$945.2K———
Plotkin Financial Advisors, LLC
N/A—2,668-2,668-100%$942.7K———
Valtrion Capital Management, LLC
N/A—2,667-2,667-100%$942.4K———
Private Harbour Investment Management & Counsel, LLC
N/A—2,661-2,661-100%$940.2K———
Horizon Bancorp Inc
N/A—2,655-2,655-100%$938.0K———
Alesco Advisors, LLC, An ESL Co
N/A—2,642-2,642-100%$933.5K———
Thompson David Blair
N/A—2,618-2,618-100%$925.0K———
Security National Bank of SO DAK
N/A—2,617-2,617-100%$924.7K———
Sonoma Private Wealth LLC
N/A—2,603-2,603-100%$919.7K———
Sierra Legacy Group
N/A—2,600-2,600-100%$918.7K———
PCG Wealth Advisors, LLC
N/A—2,580-2,580-100%$911.7K———
Avise Financial Cooperative, Inc.
N/A—2,576-2,576-100%$910.1K———
Reyl & Cie S.A.
N/A—2,571-2,571-100%$739.5K———
Cauble & Harre Wealth Management, Inc.
N/A—2,571-2,571-100%$908.4K———
Beaton Management Co. Inc.
N/A—2,567-2,567-100%$907.0K———
Pitti Group Wealth Management, LLC
N/A—2,566-2,566-100%$906.7K———
Coleford Investment Management Ltd.
N/A—2,555-2,555-100%$902.8K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,546-2,546-100%$899.6K———
Sykon Capital LLC
N/A—2,543-2,543-100%$898.5K———
Hayek Kallen Investment Management
N/A—2,539-2,539-100%$897.0K———
Allium Financial Advisors, LLC
N/A—2,509-2,509-100%$886.4K———
Capstone Financial Advisors, Inc.
N/A—2,488-2,488-100%$879.0K———
Swisher Financial Concepts, Inc.
N/A—2,477-2,477-100%$875.2K———
Capula Management Ltd
N/A—2,469-2,469-100%$872.4K———
S Harris Financial Group, LLC
N/A—2,467-2,467-100%$871.6K———
PSI Advisors, LLC
N/A—2,463-2,463-100%$870.3K———
Aspiring Ventures, LLC
N/A—2,449-2,449-100%$865.3K———
South Plains Financial, Inc.
N/A—2,445-2,445-100%$863.9K———
Faithward Advisors, LLC
N/A—2,443-2,443-100%$863.3K———
a16z Perennial Management, L.P.
N/A—2,436-2,436-100%$860.7K———
Semper Augustus Investments Group LLC
N/A—2,432-2,432-100%$859.3K———
Ruedi Wealth Management, Inc.
N/A—2,415-2,415-100%$853.3K———
Orion Investment Co
N/A—2,410-2,410-100%$851.5K———
Clarion Wealth Managment Partners, LLC
N/A—2,410-2,410-100%$851.5K———
Pingora Partners LLC
N/A—2,410-2,410-100%$851.5K———
Sandler Capital Management
N/A—2,384-2,384-100%$842.3K———
Figure 8 Investment Strategies LLC
N/A—2,382-2,382-100%$841.6K———
Turner Financial Group, Inc.
N/A—2,375-2,375-100%$839.0K———
NWK Group, Inc.
N/A—2,353-2,353-100%$831.4K———
Globeflex Capital L P
N/A—2,350-2,350-100%$830.3K———
Nalls Sherbakoff Group, LLC
N/A—2,342-2,342-100%$827.6K———
BWM Planning, LLC
N/A—2,335-2,335-100%$825.1K———
Wealthquest Corp
N/A—2,333-2,333-100%$824.3K———
Lathrop Investment Management Co
N/A—2,330-2,330-100%$823.0K———
Millington Financial Advisors, LLC
N/A—2,319-2,319-100%$802.6K———
Sprott Inc.
N/A—2,291-2,291-100%$809.5K———
CCM Investment Advisers LLC
N/A—2,290-2,290-100%$809.1K———
Adams Wealth Management
N/A—2,274-2,274-100%$803.4K———
Heartland Advisors Inc
N/A—2,271-2,271-100%$802.4K———
Arbor Trust Wealth Advisors, LLC
N/A—2,271-2,271-100%$802.4K———
Copley Financial Group, Inc.
N/A—2,270-2,270-100%$802.1K———
Maripau Wealth Management LLC
N/A—2,265-2,265-100%$800.7K———
Hall Capital Management Co Inc
N/A—2,256-2,256-100%$797.1K———
Hartree Partners, LP
N/A—2,254-2,254-100%$796.4K———
Bernard Wealth Management Corp.
N/A—2,246-2,246-100%$793.6K———
Parkwoods Wealth Partners, LLC
N/A—2,238-2,238-100%$790.7K———
Stillwater Capital Advisors, LLC
N/A—2,229-2,229-100%$787.6K———
Bay Rivers Group
N/A—2,218-2,218-100%$783.7K———
Talon Private Wealth, LLC
N/A—2,216-2,216-100%$783.0K———
Granite Harbor Advisors, Inc.
N/A—2,212-2,212-100%$781.6K———
Earnest Partners LLC
N/A—2,207-2,207-100%$779.8K———
Phocas Financial Corp.
N/A—2,200-2,200-100%$777.3K———
Motley Fool Wealth Management, LLC
N/A—2,199-2,199-100%$776.9K———
FMB Wealth Management
N/A—2,186-2,186-100%$772.4K———
Meramec Financial Planners, LLC
N/A—2,183-2,183-100%$713.0K———
Bridgewealth Advisory Group, LLC
N/A—2,176-2,176-100%$769.0K———
Stansberry Asset Management, LLC
N/A—2,175-2,175-100%$768.5K———
Bannerstone Capital Management, LLC
N/A—2,146-2,146-100%$758.2K———
Kensington Investment Counsel, LLC
N/A—2,145-2,145-100%$757.9K———
Barnett & Company, Inc.
N/A—2,120-2,120-100%$749.1K———
Prostatis Group LLC
N/A—2,115-2,115-100%$747.2K———
Rather & Kittrell, Inc.
N/A—2,103-2,103-100%$743.1K———
Liberty Square Wealth Partners LLC
N/A—2,102-2,102-100%$742.6K———
Teucrium Investment Advisors, LLC
N/A—2,087-2,087-100%$737.4K———
Riverpoint Wealth Management Holdings, LLC
N/A—2,084-2,084-100%$736.4K———
Rockbridge Investment Management, LCC
N/A—2,075-2,075-100%$733.2K———
Wilkinson Global Asset Management LLC
N/A—2,075-2,075-100%$733.2K———
Financial Plan, Inc.
N/A—2,069-2,069-100%$731.0K———
Templeton & Phillips Capital Management, LLC
N/A—2,064-2,064-100%$729.3K———
J.E. Simmons & Co., P.C.
N/A—2,049-2,049-100%$724.0K———
Bayesian Capital Management, LP
N/A—2,039-2,039-100%$720.4K———
Northwest Quadrant Wealth Management, LLC
N/A—2,012-2,012-100%$710.8K———
Vela Investment Management, LLC
N/A—2,012-2,012-100%$710.9K———
Impact Partnership Wealth, LLC
N/A—2,011-2,011-100%$710.4K———
BTC Capital Management, Inc.
N/A—2,004-2,004-100%$708.1K———
Saturna Capital Corp
N/A—2,001-2,001-100%$707.0K———
Camelot Portfolios, LLC
N/A—2,000-2,000-100%$706.7K———
Black Maple Capital Management LP
N/A—2,000-2,000-100%$706.7K———
Brooktree Capital Management
N/A—2,000-2,000-100%$706.7K———
Chesapeake Wealth Management
N/A—1,995-1,995-100%$704.9K———
OneAscent Investment Solutions LLC
N/A—1,980-1,980-100%$699.6K———
Dogwood Wealth Management LLC
N/A—1,966-1,966-100%$694.7K———
Eldridge Investment Advisors, Inc.
N/A—1,966-1,966-100%$694.6K———
Planning Center, Inc.
N/A—1,963-1,963-100%$693.5K———
Wallace Advisory Group, LLC
N/A—1,962-1,962-100%$693.2K———
Vectors Research Management, LLC
N/A—1,955-1,955-100%$690.8K———
Holistic Financial Partners
N/A—1,954-1,954-100%$690.4K———
Boyar Asset Management Inc.
N/A—1,954-1,954-100%$690.4K———
Chico Wealth RIA
N/A—1,950-1,950-100%$689.0K———
Eaton-Cambridge Inc.
N/A—1,938-1,938-100%$684.8K———
QVT Financial LP
N/A—1,934-1,934-100%$683.3K———
Expressive Wealth LLC
N/A—1,933-1,933-100%$683.0K———
Tribridge Partners Financial LLC
N/A—1,933-1,933-100%$631.3K———
Martin Investment Management, LLC
N/A—1,926-1,926-100%$680.5K———
Prudent Investors Network, Inc.
N/A—1,924-1,924-100%$679.9K———
Brightwater Advisory LLC
N/A—1,923-1,923-100%$679.5K———
Cura Wealth Advisors, LLC
N/A—1,917-1,917-100%$677.2K———
Concord Investment Counsel Inc.
N/A—1,909-1,909-100%$363.6K———
Aspen Wealth Strategies, LLC
N/A—1,902-1,902-100%$672.0K———
WFA of San Diego, LLC
N/A—1,890-1,890-100%$650.0K———
Oakmont Corp
N/A—1,884-1,884-100%$665.7K———
Hamrick Investment Counsel, llc
N/A—1,860-1,860-100%$657.4K———
Brandywine Managers, LLC
N/A—1,857-1,857-100%$656.1K———
Mason Investment Advisory Services, Inc.
N/A—1,856-1,856-100%$655.9K———
McLaughlin Asset Management, Inc.
N/A—1,855-1,855-100%$655.4K———
Boulder Wealth Advisors, LLC
N/A—1,850-1,850-100%$653.7K———
Corus Family Wealth Advisors
N/A—1,847-1,847-100%$652.5K———
Campion Asset Management
N/A—1,845-1,845-100%$651.9K———
Lifeworks Advisors, LLC
N/A—1,843-1,843-100%$651.3K———
Johnson Wealth Management, LLC
N/A—1,842-1,842-100%$650.8K———
Aspire Capital Advisors LLC
N/A—1,842-1,842-100%$650.9K———
BCS Private Wealth Management, Inc.
N/A—1,815-1,815-100%$641.3K———
Widmann Financial Services, Inc.
N/A—1,814-1,814-100%$640.9K———
Affinity Wealth Management LLC
N/A—1,801-1,801-100%$636.3K———
Rollins Financial Advisors, LLC
N/A—1,797-1,797-100%$634.8K———
Estate Planners Group, LLC
N/A—1,794-1,794-100%$633.8K———
Potomac Fund Management Inc
N/A—1,776-1,776-100%$627.7K———
Gambit Capital Management, LLC
N/A—1,768-1,768-100%$624.7K———
Evergreen Wealth Partners LLC
N/A—1,765-1,765-100%$623.7K———
WorthPointe, LLC
N/A—1,760-1,760-100%$621.9K———
Pinnacle Family Advisors, LLC
N/A—1,758-1,758-100%$621.1K———
PYA Waltman Capital, LLC
N/A—1,752-1,752-100%$619.0K———
Inspire Advisors, LLC
N/A—1,749-1,749-100%$620.3K———
White Wing Wealth Management
N/A—1,737-1,737-100%$613.8K———
Indie Asset Partners, LLC
N/A—1,736-1,736-100%$613.2K———
Alpine Global Management, LLC
N/A—1,735-1,735-100%$613.0K———
Miller Capital Partners, Inc.
N/A—1,735-1,735-100%$613.0K———
Delos Wealth Advisors, LLC
N/A—1,729-1,729-100%$610.9K———
M1 Capital Management LLC
N/A—1,728-1,728-100%$610.7K———
CoreFirst Bank & Trust
N/A—1,710-1,710-100%$604.2K———
Wood Tarver Financial Group, LLC
N/A—1,707-1,707-100%$603.0K———
M. Kulyk & Associates, LLC
N/A—1,696-1,696-100%$599.3K———
Hilltop Wealth Advisors, LLC
N/A—1,691-1,691-100%$597.5K———
Prepared Retirement Institute LLC
N/A—1,689-1,689-100%$596.9K———
Paragon Financial Partners, Inc.
N/A—1,683-1,683-100%$600.3K———
Swan Capital LLC
N/A—1,665-1,665-100%$588.3K———
Atlantic Private Wealth, LLC
N/A—1,655-1,655-100%$584.8K———
Samjo Management, LLC
N/A—1,650-1,650-100%$583.0K———
Black Swift Group, LLC
N/A—1,650-1,650-100%$583.0K———
Financial Life Planners
N/A—1,621-1,621-100%$572.9K———
Cannon Wealth Management Services, LLC
N/A—1,620-1,620-100%$572.4K———
Oberweis Asset Management Inc/
N/A—1,620-1,620-100%$572.4K———
ATLas Financial Planning LLC
N/A—1,617-1,617-100%$571.3K———
Beacon Investment Advisors LLC
N/A—1,614-1,614-100%$570.4K———
Passive Capital Management, Llc.
N/A—1,609-1,609-100%$504.9K———
KDT Advisors, LLC
N/A—1,598-1,598-100%$564.6K———
Kerr Financial Planning Corp
N/A—1,596-1,596-100%$563.9K———
TD Capital Management LLC
N/A—1,594-1,594-100%$563.2K———
Heron Bay Capital Management
N/A—1,585-1,585-100%$560.0K———
Alongside, LLC
N/A—1,579-1,579-100%$558.0K———
49 Wealth Management, LLC
N/A—1,579-1,579-100%$558.0K———
Blackhawk Capital Partners, LLC
N/A—1,575-1,575-100%$556.4K———
Puzo Michael J
N/A—1,560-1,560-100%$551.2K———
Gallagher Fiduciary Advisors, LLC
N/A—1,552-1,552-100%$548.5K———
Morse Asset Management, Inc
N/A—1,543-1,543-100%$545.2K———
J. M. Brown & Associates Inc.
N/A—1,541-1,541-100%$544.5K———
Empire Financial Management Company, LLC
N/A—1,538-1,538-100%$543.4K———
AdvisorShares Investments LLC
N/A—1,536-1,536-100%$542.7K———
DSM Capital Partners LLC
N/A—1,529-1,529-100%$540.2K———
STG Securities, LLC
N/A—1,528-1,528-100%$539.9K———
Core Capital Management & Research, inc.
N/A—1,516-1,516-100%$521.4K———
Diamant Asset Management, Inc.
N/A—1,505-1,505-100%$531.8K———
Northstar Advisory Group, LLC
N/A—1,493-1,493-100%$527.5K———
Sachetta, LLC
N/A—1,492-1,492-100%$527.3K———
Gross & Hartman Investments LLC
N/A—1,480-1,480-100%$522.9K———
Leo H. Evart, Inc.
N/A—1,477-1,477-100%$522.0K———
BOK Financial Private Wealth, Inc.
N/A—1,474-1,474-100%$520.9K———
Legacy Financial Group LLC
N/A—1,466-1,466-100%$517.8K———
Pursuit Wealth Strategies, LLC
N/A—1,465-1,465-100%$517.6K———
Wealthedge Investment Advisors, LLC
N/A—1,464-1,464-100%$517.3K———
Cable Car Capital, LPA
N/A—1,458-1,458-100%$515.1K———
Pinney & Scofield, Inc.
N/A—1,457-1,457-100%$514.8K———
Safe Harbor Family Capital, LLC
N/A—1,450-1,450-100%$512.3K———
Hunter Perkins Capital Management, LLC
N/A—1,450-1,450-100%$512.0K———
Frazier Financial Advisors, LLC
N/A—1,450-1,450-100%$512.4K———
Raffa Wealth Management, LLC
N/A—1,445-1,445-100%$510.6K———
Alpha Financial Advisors, LLC
N/A—1,440-1,440-100%$508.9K———
Muirfield Wealth Advisors LLC
N/A—1,432-1,432-100%$506.0K———
Resurgent Financial Advisors LLC
N/A—1,430-1,430-100%$505.3K———
Old West Investment Management, LLC
N/A—1,405-1,405-100%$496.4K———
Ashford Capital Management Inc
N/A—1,400-1,400-100%$494.7K———
Star Financial Bank
N/A—1,390-1,390-100%$491.1K———
SK Wealth Management, LLC
N/A—1,386-1,386-100%$493.1K———
Bard Associates Inc
N/A—1,371-1,371-100%$484.6K———
Beckerman Institutional, LLC
N/A—1,371-1,371-100%$484.3K———
Shared Vision Wealth Group LLC
N/A—1,366-1,366-100%$482.6K———
PAX Financial Group, LLC
N/A—1,356-1,356-100%$479.0K———
5T Wealth, LLC
N/A—1,348-1,348-100%$476.3K———
Abbot Financial Management, Inc.
N/A—1,332-1,332-100%$470.6K———
Miller Investment Management, LP
N/A—1,320-1,320-100%$466.4K———
Hanover Advisors Inc
N/A—1,320-1,320-100%$466.4K———
SSA Swiss Advisors AG
N/A—1,317-1,317-100%$465.3K———
FSA Advisors, Inc.
N/A—1,314-1,314-100%$464.7K———
Cornerstone Select Advisors, LLC
N/A—1,309-1,309-100%$462.5K———
Resolute Capital, LLC
N/A—1,299-1,299-100%$459.1K———
Banco BTG Pactual S.A.
N/A—1,284-1,284-100%$453.7K———
Plum Street Advisors, LLC
N/A—1,282-1,282-100%$452.9K———
IF Advisors, LLC
N/A—1,275-1,275-100%$450.5K———
Legacy Wealth Managment, LLC
N/A—1,263-1,263-100%$446.2K———
Schulhoff & Co Inc
N/A—1,258-1,258-100%$444.5K———
BlueStem Wealth Partners, LLC
N/A—1,254-1,254-100%$443.2K———
Steelhead Wealth Management LLC
N/A—1,253-1,253-100%$442.0K———
Proactive Wealth Strategies LLC
N/A—1,249-1,249-100%$441.3K———
Storen Legacy Partners, LLC
N/A—1,236-1,236-100%$436.7K———
Petra Financial Advisors Inc
N/A—1,233-1,233-100%$435.7K———
HighMark Wealth Management LLC
N/A—1,230-1,230-100%$434.5K———
Colter Lewis Investment Partners LLC
N/A—1,225-1,225-100%$432.8K———
Tanglewood Legacy Advisors, LLC
N/A—1,220-1,220-100%$431.1K———
Intrepid Financial Planning Group LLC
N/A—1,216-1,216-100%$429.6K———
LifePlan Investment Advisors, Inc.
N/A—1,206-1,206-100%$426.1K———
Mars Jewett Financial Group, Inc.
N/A—1,203-1,203-100%$425.1K———
WPWealth LLP
N/A—1,202-1,202-100%$424.7K———
Pura Vida Investments, LLC
N/A—1,200-1,200-100%$424.0K———
Goepper Burkhardt LLC
N/A—1,200-1,200-100%$424.1K———
Cbiz Investment Advisory Services, LLC
N/A—1,198-1,198-100%$343.7K———
Rialto Wealth Management, LLC
N/A—1,197-1,197-100%$422.9K———
Godfrey Financial Associates, Inc.
N/A—1,190-1,190-100%$420.5K———
Campbell Deegan Wealth Management, LLC
N/A—1,189-1,189-100%$420.0K———
Brogan Financial, Inc.
N/A—1,184-1,184-100%$418.2K———
McNamara Financial Services, Inc.
N/A—1,184-1,184-100%$418.3K———
Adapt Wealth Advisors, LLC
N/A—1,182-1,182-100%$417.5K———
Peninsula Asset Management Inc
N/A—1,180-1,180-100%$416.9K———
Harvest Management LLC
N/A—1,160-1,160-100%$409.9K———
Beto Financial Group, LLC
N/A—1,159-1,159-100%$407.2K———
Resolute Wealth Advisor, Inc.
N/A—1,156-1,156-100%$331.6K———
Mustico Financial Group, Inc.
N/A—1,132-1,132-100%$361.2K———
Balanced Rock Investment Advisors LLC
N/A—1,130-1,130-100%$399.4K———
Prestige Wealth Management Group LLC
N/A—1,121-1,121-100%$396.1K———
JMG Financial Group, Ltd.
N/A—1,120-1,120-100%$395.7K———
Traub Capital Management LLC
N/A—1,110-1,110-100%$392.0K———
Custos Family Office, LLC
N/A—1,109-1,109-100%$391.9K———
Twin Focus Capital Partners, LLC
N/A—1,105-1,105-100%$390.4K———
Bank of Marin
N/A—1,098-1,098-100%$388.0K———
Dynamic Technology Lab Private Ltd
N/A—1,090-1,090-100%$385.0K———
Avant Capital LLC
N/A—1,087-1,087-100%$384.0K———
E-Wealth Partners, LLC
N/A—1,073-1,073-100%$379.1K———
Lombard Odier Asset Management (Europe) Ltd
N/A—1,071-1,071-100%$378.4K———
Virtus Advisers, LLC
N/A—1,067-1,067-100%$377.0K———
North Dallas Bank & Trust Co
N/A—1,058-1,058-100%$373.8K———
CarsonAllaria Wealth Management, Ltd.
N/A—1,046-1,046-100%$369.6K———
Hurricane Capital Advisors LLC
N/A—1,045-1,045-100%$369.2K———
Jacobson & Schmitt Advisors, LLC
N/A—1,045-1,045-100%$369.3K———
Alaska Wealth Advisors, LLC
N/A—1,044-1,044-100%$368.9K———
Winslow Asset Management Inc
N/A—1,040-1,040-100%$367.0K———
Hillman Capital Management, Inc.
N/A—1,030-1,030-100%$363.9K———
Brooks, Moore & Associates, Inc.
N/A—1,025-1,025-100%$362.2K———
Ionic Capital Management LLC
N/A—1,024-1,024-100%$361.8K———
Wealth Watch Advisors, Inc
N/A—1,017-1,017-100%$359.3K———
Interactive Financial Advisors, Inc.
N/A—1,011-1,011-100%$357.2K———
AMJ Financial Wealth Management
N/A—1,009-1,009-100%$289.5K———
Buffalo Business & Estate Services LTD
N/A—1,005-1,005-100%$355.2K———
Buckland Partners Management Co LLC
N/A—1,000-1,000-100%$353.3K———
Peloton Wealth Strategists
N/A—1,000-1,000-100%$353.0K———
VPR Management LLC
N/A—1,000-1,000-100%$353.3K———
Ackerman Asset Management, LLC
N/A—1,000-1,000-100%$353.3K———
Tulsa Wealth Advisors, Inc
N/A—996-996-100%$351.9K———
Rock Point Advisors, LLC
N/A—991-991-100%$350.2K———
Boreal Capital Management LLC
N/A—991-991-100%$350.2K———
Atlantic Family Wealth, LLC
N/A—987-987-100%$348.7K———
Unconventional Investor, LLC
N/A—981-981-100%$346.5K———
AlphaGrep UK Ltd
N/A—981-981-100%$346.6K———
Payne Capital Management, LLC
N/A—972-972-100%$343.4K———
Retirement Capital Strategies
N/A—968-968-100%$342.0K———
Serenus Wealth Advisors, LLC
N/A—968-968-100%$342.0K———
Ark Wealth Advisors LLC
N/A—967-967-100%$341.6K———
Windsor Advisory Group, LLC
N/A—960-960-100%$339.3K———
Athena Investment Management
N/A—958-958-100%$338.5K———
Brand Asset Management Group, Inc.
N/A—956-956-100%$337.8K———
Graney & King, LLC
N/A—956-956-100%$337.7K———
OneAscent Wealth Management LLC
N/A—955-955-100%$337.4K———
Troutman Wealth Management, LLC
N/A—948-948-100%$335.0K———
Security National Bank of Sioux City Iowa
N/A—945-945-100%$333.9K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—941-941-100%$332.5K———
Vistica Wealth Advisors, LLC
N/A—941-941-100%$332.5K———
Highbridge Capital Management LLC
N/A—941-941-100%$332.5K———
Second Line Capital, LLC
N/A—938-938-100%$331.4K———
Bravias Capital Group, LLC
N/A—938-938-100%$331.4K———
Carroll Investors, Inc
N/A—935-935-100%$330.4K———
Shepherd Kaplan Krochuk, LLC
N/A—930-930-100%$328.7K———
Viawealth, LLC
N/A—928-928-100%$327.9K———
Keystone Financial Services, LLC
N/A—926-926-100%$327.2K———
Samara Investment Management, LLC
N/A—924-924-100%$326.5K———
Sollinda Capital Management LLC
N/A—919-919-100%$324.7K———
Manning & Napier Advisors LLC
N/A—908-908-100%$320.8K———
Sequent Planning LLC
N/A—902-902-100%$318.8K———
Tailwinds Wealth, LLC
N/A—897-897-100%$317.0K———
Arcus Capital Partners, LLC
N/A—896-896-100%$316.6K———
Tradewinds, Llc.
N/A—894-894-100%$11.8M———
Capital & Planning, LLC
N/A—890-890-100%$314.5K———
Nicholson Wealth Management Group, LLC
N/A—887-887-100%$313.4K———
Elefante Mark B
N/A—885-885-100%$312.7K———
Standard Family Office LLC
N/A—884-884-100%$312.3K———
Genesis Wealth Advisors, LLC
N/A—880-880-100%$310.9K———
Connective Capital Management, LLC
N/A—876-876-100%$309.5K———
Gentry Private Wealth, LLC
N/A—875-875-100%$309.2K———
NatWest Group plc
N/A—875-875-100%$309.2K———
Polymer Capital Management (US) LLC
N/A—871-871-100%$307.8K———
Chatterton & Associates Inc.
N/A—857-857-100%$305.3K———
Amara Financial, Llc.
N/A—856-856-100%$302.4K———
Consultiva Wealth Management, Corp.
N/A—850-850-100%$300.3K———
Hill Investment Group Partners, LLC
N/A—834-834-100%$294.7K———
Argo Wealth Advisory, LLC
N/A—830-830-100%$293.3K———
HFG Advisors, Inc.
N/A—826-826-100%$291.9K———
Camarda Financial Advisors, LLC
N/A—823-823-100%$290.8K———
Sanchez Levi Garrett
N/A—821-821-100%$290.1K———
Verity Wealth Advisors
N/A—820-820-100%$289.7K———
Spectrum Investment Advisors, Inc.
N/A—816-816-100%$288.2K———
Rwwm, Inc.
N/A—815-815-100%$288.0K———
Schiavi & Co LLC
N/A—814-814-100%$287.6K———
Alphadyne Asset Management LP
N/A—812-812-100%$286.9K———
Threadgill Financial, LLC
N/A—811-811-100%$286.6K———
Winning Points Advisors, LLC
N/A—811-811-100%$286.5K———
Wealth Management Strategies, Inc.
N/A—807-807-100%$285.0K———
Wiser Advisor Group LLC
N/A—806-806-100%$284.9K———
Davis Wealth Advisors, LLC
N/A—800-800-100%$282.7K———
Concorde Asset Management, LLC
N/A—799-799-100%$282.5K———
Slagle Financial, LLC
N/A—793-793-100%$280.1K———
Three Cord True Wealth Management, LLC
N/A—783-783-100%$276.8K———
Walsh & Associates, LLC
N/A—781-781-100%$276.0K———
Sun Financial Inc
N/A—781-781-100%$277.7K———
Barnes Pettey Financial Advisors, LLC
N/A—776-776-100%$274.2K———
Morris Financial Concepts, Inc.
N/A—769-769-100%$271.7K———
Cadia Private Client LLC
N/A—768-768-100%$271.3K———
Signal Tree Financial Partners LLC
N/A—768-768-100%$271.4K———
Sheridan Capital Management, LLC
N/A—765-765-100%$270.3K———
Traction Financial Partners, LLC
N/A—762-762-100%$269.2K———
Tencap Wealth Coaching, LLC
N/A—750-750-100%$265.3K———
Horizon Family Wealth, Inc.
N/A—747-747-100%$263.9K———
Fischer Investment Strategies, LLC
N/A—744-744-100%$263.0K———
Hilltop Partners LLC
N/A—735-735-100%$259.5K———
Richmond Brothers, Inc.
N/A—727-727-100%$256.9K———
VSM Wealth Advisory, LLC
N/A—725-725-100%$256.1K———
RPg Family Wealth Advisory, LLC
N/A—720-720-100%$254.4K———
Highland Investment Advisors LLC
N/A—720-720-100%$254.4K———
Norris Financial Group, LLC
N/A—715-715-100%$252.6K———
Bcgm Wealth Management, LLC
N/A—714-714-100%$252.4K———
Sharp Wealth Advisory, LLC
N/A—708-708-100%$250.2K———
Aurdan Capital Management, LLC
N/A—700-700-100%$247.3K———
Kinetic Wealth Investment Advisors LLC
N/A—695-695-100%$245.6K———
Ascension Capital Advisors, Inc.
N/A—694-694-100%$245.2K———
Genesis Financial Group, LLC
N/A—690-690-100%$243.8K———
Semanteon Capital Management, LP
N/A—678-678-100%$239.6K———
Innovator Capital Management, LLC
N/A—677-677-100%$239.2K———
Kropog Financial Group, LLC
N/A—676-676-100%$238.7K———
Capital Asset Managemnet, LLC
N/A—660-660-100%$233.2K———
JDM Financial Group LLC
N/A—652-652-100%$230.5K———
Compass Advisory Group LLC
N/A—651-651-100%$230.0K———
Axis Wealth Partners, LLC
N/A—646-646-100%$228.2K———
GFI Investment Counsel Ltd.
N/A—641-641-100%$226.5K———
Granger Management LLC
N/A—637-637-100%$225.1K———
Mayar Capital Ltd.
N/A—630-630-100%$222.6K———
Riverview Trust Co
N/A—630-630-100%$222.6K———
Orcam Financial Group
N/A—628-628-100%$222.0K———
Ruggaard & Associates LLC
N/A—627-627-100%$221.5K———
Arkos Global Advisors
N/A—622-622-100%$220.0K———
Westend Capital Management, LLC
N/A—618-618-100%$218.4K———
SBI Okasan Asset Management Co.Ltd.
N/A—615-615-100%$216.0K———
Joule Financial, LLC
N/A—615-615-100%$217.3K———
Mark Sheptoff Financial Planning, LLC
N/A—615-615-100%$217.3K———
Kirkwood Financial Services
N/A—615-615-100%$217.3K———
HFM Investment Advisors, LLC
N/A—612-612-100%$216.2K———
Capco Asset Management, LLC
N/A—609-609-100%$215.2K———
GSA Capital Partners LLP
N/A—607-607-100%$214.0K———
Noble Wealth Partners LLC
N/A—606-606-100%$214.1K———
Hopwood Nicholas Hunter
N/A—605-605-100%$213.8K———
Oppenheimer & Close, LLC
N/A—600-600-100%$212.0K———
Novak & Powell Financial Services, Inc.
N/A—588-588-100%$207.8K———
Winmill & Co. Inc
N/A—574-574-100%$205.1K———
Proffitt & Goodson Inc
N/A—551-551-100%$194.7K———
Measured Wealth Private Client Group, LLC
N/A—537-537-100%$189.7K———
PlanVest Financial, Inc
N/A—525-525-100%$185.4K———
Sankala Group LLC
N/A—523-523-100%$178.7K———
C M Bidwell & Associates LTD
N/A—522-522-100%$184.4K———
Wesleyan Assurance Society
N/A—500-500-100%$177.0K———
Parvin Asset Management, LLC
N/A—490-490-100%$173.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—451-451-100%$159.4K———
Nova Wealth Management, Inc.
N/A—451-451-100%$159.3K———
Caitlin John, LLC
N/A—441-441-100%$155.8K———
Palladiem, LLC
N/A—441-441-100%$155.7K———
NCP Inc.
N/A—400-400-100%$141.3K———
Premier Financial Group
N/A—400-400-100%$141.3K———
ESL Trust Services, LLC
N/A—390-390-100%$137.8K———
Unio Capital LLC
N/A—383-383-100%$135.3K———
Rogco, LP
N/A—377-377-100%$133.2K———
Toews Corp
N/A—376-376-100%$132.9K———
Kiker Wealth Management, LLC
N/A—375-375-100%$132.5K———
Copia Wealth Management
N/A—369-369-100%$130.4K———
Bruce G. Allen Investments, LLC
N/A—357-357-100%$126.1K———
Abound Financial, LLC
N/A—357-357-100%$126.1K———
Bravera Wealth
N/A—323-323-100%$114.1K———
Cornerstone Financial Management LLC
N/A—300-300-100%$106.0K———
Hillsdale Investment Management Inc.
N/A—295-295-100%$104.2K———
Luminist Capital LLC
N/A—290-290-100%$102.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—285-285-100%$100.7K———
Apollo Management Holdings, L.P.
N/A—280-280-100%$98.9K———
AXA S.A.
N/A—271-271-100%$83.7K———
PMV Capital Advisers, LLC
N/A—266-266-100%$94.0K———
Dnca Finance
N/A—256-256-100%$90.5K———
Harborfront Financial Group LLC
N/A—251-251-100%$88.5K———
1015 Capital Partners, LLC
N/A—243-243-100%$85.9K———
Imprint Wealth LLC
N/A—207-207-100%$73.1K———
LGT Financial Advisors LLC
N/A—207-207-100%$73.1K———
Mittelman Wealth Management
N/A—184-184-100%$468.4K———
Tripletail Wealth Management, LLC
N/A—160-160-100%$57.0K———
Conquis Financial LLC
N/A—159-159-100%$56.2K———
Timbuktu Capital Management, LLC
N/A—130-130-100%$45.9K———
Longfellow Investment Management Co LLC
N/A—100-100-100%$35.3K———
Avenir Tech Ltd
N/A—100-100-100%$35.3K———
RED Reef Advisors LLC
N/A—99-99-100%$35.0K———
Castlekeep Investment Advisors LLC
N/A—81-81-100%$28.6K———
Cypress Capital Management LLC (WY)
N/A—70-70-100%$24.7K———
Wedbush Fund Advisers, LLC
N/A—67-67-100%$23.7K———
Clal Insurance Enterprises Holdings Ltd
N/A—65-65-100%$23.0K———
Atomic Invest LLC
N/A—61-61-100%$21.3K———
Oakmont Advisory Group, LLC
N/A—59-59-100%$20.9K———
Ross\johnson & Associates LLC
N/A—52-52-100%$18.4K———
Longview Financial Advisors LLC
N/A—40-40-100%$14.1K———
Investors Portfolio Services LLC
N/A—34-34-100%$12.0K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—20-20-100%$7.1K———
Vanguard Advisers Inc
N/A—15-15-100%$5.3K———
Philadelphia Investment Partners, LLC
N/A—10-10-100%$3.5K———
Capital Advisor Network LLC
N/A—7-7-100%$2.5K———
Unison Asset Management LLC
N/A—5-5-100%$1.8K———
Peak6 LLC
N/A—2-2-100%$753———
Showing 5374 of 5374 institutions