IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Alphabet Inc (GOOGL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares37,298,153 from 39,216,785
Change-1,918,632 (-5%)
Value$12.8B (-$1.2B)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares17,806,082 from 17,724,321
Change+81,761 (+0%)
Value$6.1B (-$207.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares17,618,145 from 17,814,596
Change-196,451 (-1%)
Value$6.1B (-$304.2M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares13,347,650 from 13,583,734
Change-236,084 (-2%)
Value$4.6B (-$261.8M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares12,040,733 from 11,709,850
Change+330,883 (+3%)
Value$4.1B (-$41.8M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares11,906,178 from 11,281,539
Change+624,639 (+6%)
Value$4.1B (+$4.1B)
Filed 2026-10-27
Principal Financial Group Inc
INCREASED
Shares10,796,469 from 10,361,802
Change+434,667 (+4%)
Value$3.7B (+$11.9M)
Filed 2026-11-02
Swedbank AB
DECREASED
Shares9,063,029 from 9,653,251
Change-590,222 (-6%)
Value$3.1B (-$331.4M)
Filed 2026-10-27
Robeco Institutional Asset Management B.V.
DECREASED
Shares8,720,059 from 9,358,721
Change-638,662 (-7%)
Value$3.0B (-$344.1M)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares8,564,707 from 8,601,385
Change-36,678 (0%)
Value$2.9B (-$126.9M)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares7,839,158 from 8,167,992
Change-328,834 (-4%)
Value$2.7B (-$221.7M)
Filed 2026-11-03
Temasek Holdings (Private) Ltd
INCREASED
Shares7,235,329 from 7,076,378
Change+158,951 (+2%)
Value$2.5B (-$39.4M)
Filed 2026-10-28
Ninety One UK Ltd
DECREASED
Shares6,414,773 from 6,809,248
Change-394,475 (-6%)
Value$2.2B (-$226.2M)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares6,257,168 from 6,245,817
Change+11,351 (+0%)
Value$2.1B (-$79.4M)
Filed 2026-10-29
Daiwa Securities Group Inc.
INCREASED
Shares6,084,218 from 5,098,187
Change+986,031 (+19%)
Value$2.1B (+$271.5M)
Filed 2026-10-29
MacKenzie Financial Corp
INCREASED
Shares6,050,341 from 5,994,206
Change+56,135 (+1%)
Value$2.1B (-$60.3M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares5,953,864 from 5,981,859
Change-27,995 (0%)
Value$2.0B (-$89.1M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares5,926,654 from 3,910,970
Change+2,015,684 (+52%)
Value$2.0B (+$641.6M)
Filed 2026-10-15
Alecta Tjanstepension Omsesidigt
DECREASED
Shares5,308,000 from 5,469,800
Change-161,800 (-3%)
Value$1.8B (-$126.2M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares4,870,087 from 4,948,691
Change-78,604 (-2%)
Value$1.7B (-$92.8M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares4,687,002 from 4,323,190
Change+363,812 (+8%)
Value$1.6B (+$67.7M)
Filed 2026-11-03
Parnassus Investments, LLC
DECREASED
Shares4,463,569 from 5,491,465
Change-1,027,896 (-19%)
Value$1.5B (-$426.7M)
Filed 2026-10-22
New York State Teachers Retirement System
DECREASED
Shares4,363,750 from 4,521,862
Change-158,112 (-3%)
Value$1.5B (-$114.5M)
Filed 2026-10-22
PineStone Asset Management Inc.
DECREASED
Shares4,300,481 from 4,607,821
Change-307,340 (-7%)
Value$1.5B (-$167.0M)
Filed 2026-10-16
Flossbach VON Storch SE
DECREASED
Shares3,522,539 from 4,408,262
Change-885,723 (-20%)
Value$1.2B (-$363.3M)
Filed 2026-10-28
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares3,478,051 from 3,565,619
Change-87,568 (-2%)
Value$1.2B (-$77.5M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares3,406,115 from 3,202,466
Change+203,649 (+6%)
Value$1.2B (+$27.5M)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares3,266,740 from 2,617,198
Change+649,542 (+25%)
Value$1.1B (+$188.7M)
Filed 2026-11-02
ProShare Advisors LLC
INCREASED
Shares3,076,096 from 2,981,795
Change+94,301 (+3%)
Value$1.1B (-$7.2M)
Filed 2026-10-29
Keybank National Association
DECREASED
Shares2,933,641 from 3,001,031
Change-67,390 (-2%)
Value$1.0B (-$63.1M)
Filed 2026-11-04
Asset Management One Co., Ltd.
DECREASED
Shares2,859,096 from 2,884,732
Change-25,636 (-1%)
Value$983.8M (-$47.2M)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares2,845,297 from 2,733,011
Change+112,286 (+4%)
Value$979.0M (+$2.3M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,807,246 from 2,754,405
Change+52,841 (+2%)
Value$949.5M (-$45.4M)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares2,791,376 from 2,820,758
Change-29,382 (-1%)
Value$960.5M (-$47.6M)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares2,751,965 from 2,748,695
Change+3,270 (+0%)
Value$918.2M (-$64.1M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,727,909 from 2,300,225
Change+427,684 (+19%)
Value$852.7M (+$122.4M)
Filed 2026-10-13
AGF Management LTD
DECREASED
Shares2,682,300 from 2,710,627
Change-28,327 (-1%)
Value$922.9M (-$45.8M)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED
Shares2,641,468 from 2,582,110
Change+59,358 (+2%)
Value$907.6M (-$13.5M)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares2,510,896 from 2,234,827
Change+276,069 (+12%)
Value$863.9M (+$65.3M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares2,502,235 from 2,505,736
Change-3,501 (0%)
Value$861.0M (-$34.5M)
Filed 2026-10-30
Candriam S.C.A.
DECREASED
Shares2,325,825 from 2,620,657
Change-294,832 (-11%)
Value$803.2M (-$132.4M)
Filed 2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares2,258,040 from 2,108,608
Change+149,432 (+7%)
Value$771.7M (+$23.2M)
Filed 2026-10-22
CIBC Asset Management Inc
INCREASED
Shares2,225,429 from 2,087,478
Change+137,951 (+7%)
Value$765.7M (+$19.7M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
DECREASED
Shares2,218,279 from 2,358,506
Change-140,227 (-6%)
Value$763.3M (-$79.6M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares2,172,083 from 2,019,467
Change+152,616 (+8%)
Value$747.4M (+$25.7M)
Filed 2026-11-02
King Luther Capital Management Corp
DECREASED
Shares2,114,829 from 2,304,021
Change-189,192 (-8%)
Value$727.7M (-$95.7M)
Filed 2026-11-05
Sarasin & Partners LLP
INCREASED
Shares2,075,543 from 1,780,093
Change+295,450 (+17%)
Value$714.2M (+$78.0M)
Filed 2026-10-13
Retirement Systems of Alabama
DECREASED
Shares2,068,309 from 2,076,373
Change-8,064 (0%)
Value$711.7M (-$30.4M)
Filed 2026-11-04
UniSuper Management Pty Ltd
DECREASED
Shares2,043,250 from 2,120,946
Change-77,696 (-4%)
Value$703.0M (-$54.9M)
Filed 2026-10-26
Strs Ohio
DECREASED
Shares2,003,824 from 2,111,801
Change-107,977 (-5%)
Value$689.5M (-$65.2M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares1,989,058 from 2,048,965
Change-59,907 (-3%)
Value$684.4M (-$47.8M)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
DECREASED
Shares1,973,342 from 1,988,933
Change-15,591 (-1%)
Value$679.0M (-$31.8M)
Filed 2026-11-04
Cardano Risk Management B.V.
INCREASED
Shares1,955,852 from 1,440,207
Change+515,645 (+36%)
Value$673.0M (+$158.3M)
Filed 2026-10-20
Vontobel Holding Ltd.
DECREASED
Shares1,916,991 from 1,924,781
Change-7,790 (0%)
Value$659.6M (-$28.3M)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
INCREASED
Shares1,894,798 from 1,882,196
Change+12,602 (+1%)
Value$652.0M (-$20.7M)
Filed 2026-11-05
SEB Asset Management AB
DECREASED
Shares1,882,015 from 1,966,062
Change-84,047 (-4%)
Value$647.6M (-$55.0M)
Filed 2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares1,824,986 from 1,822,751
Change+2,235 (+0%)
Value$627.9M (-$23.5M)
Filed 2026-10-30
Xponance LLC
INCREASED
Shares1,733,111 from 1,673,110
Change+60,001 (+4%)
Value$596.3M (-$1.6M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares1,686,018 from 1,669,026
Change+16,992 (+1%)
Value$580.1M (-$16.3M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares1,651,726 from 1,615,493
Change+36,233 (+2%)
Value$568.3M (-$9.0M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares1,579,960 from 1,589,379
Change-9,419 (-1%)
Value$543.6M (-$24.4M)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
INCREASED
Shares1,551,938 from 1,547,889
Change+4,049 (+0%)
Value$534.0M (-$19.2M)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,548,030 from 1,637,434
Change-89,404 (-5%)
Value$532.6M (-$52.5M)
Filed 2026-10-15
State of Michigan Retirement System
DECREASED
Shares1,531,470 from 1,578,570
Change-47,100 (-3%)
Value$526.9M (-$37.2M)
Filed 2026-10-27
Provident Trust Co
DECREASED
Shares1,531,207 from 2,199,460
Change-668,253 (-30%)
Value$526.9M (-$259.2M)
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares1,523,504 from 1,534,475
Change-10,971 (-1%)
Value$515.8M (-$38.8M)
Filed 2026-10-16
Banque Pictet & CIE SA
DECREASED
Shares1,462,314 from 1,491,587
Change-29,273 (-2%)
Value$503.2M (-$29.9M)
Filed 2026-10-16
Lazard Freres Gestion S.A.S.
INCREASED
Shares1,408,144 from 1,375,171
Change+32,973 (+2%)
Value$484.5M (-$6.9M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares1,369,461 from 1,306,169
Change+63,292 (+5%)
Value$471.2M (+$4.4M)
Filed 2026-10-14
Troy Asset Management Ltd
INCREASED
Shares1,308,930 from 1,282,411
Change+26,519 (+2%)
Value$450.4M (-$7.9M)
Filed 2026-10-28
Exchange Traded Concepts, LLC
INCREASED
Shares1,298,420 from 400,334
Change+898,086 (+224%)
Value$446.8M (+$303.7M)
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,296,441 from 1,295,126
Change+1,315 (+0%)
Value$446.1M (-$16.8M)
Filed 2026-11-03
M&G Plc
DECREASED
Shares1,273,899 from 1,329,240
Change-55,341 (-4%)
Value$438.2M (-$36.3M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares1,273,808 from 1,273,877
Change-69 (0%)
Value$438.3M (-$17.0M)
Filed 2026-10-20
Rakuten Investment Management, Inc.
INCREASED
Shares1,240,497 from 1,119,897
Change+120,600 (+11%)
Value$422.9M (+$26.9M)
Filed 2026-10-30
Congress Asset Management Co
INCREASED
Shares1,235,195 from 1,020,191
Change+215,004 (+21%)
Value$425.0M (+$60.4M)
Filed 2026-10-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,228,522 from 1,221,460
Change+7,062 (+1%)
Value$422.7M (-$13.8M)
Filed 2026-10-05
Bank Pictet & Cie (Europe) AG
INCREASED
Shares1,216,893 from 1,191,380
Change+25,513 (+2%)
Value$418.7M (-$7.1M)
Filed 2026-10-20
Raiffeisen Bank International AG
DECREASED
Shares1,214,129 from 1,260,395
Change-46,266 (-4%)
Value$414.1M (-$31.6M)
Filed 2026-10-28
Quilter Plc
INCREASED
Shares1,191,714 from 1,156,807
Change+34,907 (+3%)
Value$410.0M (-$3.4M)
Filed 2026-10-21
Local Pensions Partnership Investment Ltd
DECREASED
Shares1,185,147 from 1,348,247
Change-163,100 (-12%)
Value$407.9M (-$73.6M)
Filed 2026-10-26
Union Bancaire Privee, UBP SA
INCREASED
Shares1,177,164 from 1,074,943
Change+102,221 (+10%)
Value$385.3M (+$11.5M)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares1,167,372 from 1,192,090
Change-24,718 (-2%)
Value$401.7M (-$24.3M)
Filed 2026-10-23
Lindsell Train Ltd
DECREASED
Shares1,126,045 from 1,286,845
Change-160,800 (-12%)
Value$387.4M (-$72.4M)
Filed 2026-11-02
Border to Coast Pensions Partnership Ltd
INCREASED
Shares1,117,244 from 1,013,789
Change+103,455 (+10%)
Value$383.9M (+$21.9M)
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares1,116,146 from 1,045,972
Change+70,174 (+7%)
Value$384.0M (+$10.2M)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
INCREASED
Shares1,113,130 from 1,078,574
Change+34,556 (+3%)
Value$383.0M (-$2.4M)
Filed 2026-10-16
Virginia Retirement Systems ET Al
DECREASED
Shares1,109,272 from 1,122,472
Change-13,200 (-1%)
Value$381.7M (-$19.5M)
Filed 2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares1,080,942 from 1,065,521
Change+15,421 (+1%)
Value$371.9M (-$8.9M)
Filed 2026-10-19
Yarbrough Capital, LLC
UNCHANGED
Shares1,061,263 from 1,061,263
Change0 (0%)
Value$365.2M (-$14.1M)
Filed 2026-10-19
New York Life Investment Management LLC
INCREASED
Shares1,038,625 from 964,737
Change+73,888 (+8%)
Value$357.4M (+$12.6M)
Filed 2026-11-04
Achmea Investment Management B.V.
INCREASED
Shares1,018,647 from 828,191
Change+190,456 (+23%)
Value$350.8M (+$54.8M)
Filed 2026-10-30
TrinityBridge Ltd
DECREASED
Shares1,005,955 from 1,169,996
Change-164,041 (-14%)
Value$346.2M (-$71.6M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,005,502 from 993,366
Change+12,136 (+1%)
Value$346.0M (-$9.0M)
Filed 2026-11-02
Hyperion Asset Management Ltd
DECREASED
Shares1,000,442 from 1,380,352
Change-379,910 (-28%)
Value$344.2M (-$149.1M)
Filed 2026-10-20
OP Asset Management Ltd
INCREASED
Shares962,448 from 716,664
Change+245,784 (+34%)
Value$331.2M (+$75.0M)
Filed 2026-11-05
Montrusco Bolton Investments Inc.
DECREASED
Shares951,981 from 1,093,614
Change-141,633 (-13%)
Value$327.6M (-$63.3M)
Filed 2026-10-13
ABN Amro Investment Solutions
INCREASED
Shares921,378 from 843,394
Change+77,984 (+9%)
Value$317.0M (+$15.6M)
Filed 2026-10-21
J. Safra Sarasin Holding AG
DECREASED
Shares882,324 from 885,669
Change-3,345 (0%)
Value$280.3M (-$7.4M)
Filed 2026-10-26
Aegon Asset Management UK PLC
DECREASED
Shares870,660 from 871,057
Change-397 (0%)
Value$299.6M (-$11.7M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares847,402 from 769,947
Change+77,455 (+10%)
Value$291.6M (+$16.4M)
Filed 2026-11-02
AMF Tjanstepension AB
UNCHANGED
Shares841,228 from 841,228
Change0 (0%)
Value$289.4M (-$11.2M)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares836,879 from 849,490
Change-12,611 (-1%)
Value$288.0M (-$15.6M)
Filed 2026-11-05
KBC Group NV
DECREASED
Shares812,047 from 906,165
Change-94,118 (-10%)
Value$279.4M (-$44.4M)
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares770,168 from 776,221
Change-6,053 (-1%)
Value$264.6M (-$12.3M)
Filed 2026-10-14
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares765,917 from 765,917
Change0 (0%)
Value$263.5M (-$10.2M)
Filed 2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED
Shares764,443 from 755,643
Change+8,800 (+1%)
Value$263.0M (-$7.0M)
Filed 2026-10-08
E. Ohman J:or Asset Management AB
INCREASED
Shares749,452 from 736,288
Change+13,164 (+2%)
Value$257.9M (-$5.3M)
Filed 2026-10-22
Eastern Bank
DECREASED
Shares736,569 from 749,066
Change-12,497 (-2%)
Value$253.4M (-$14.3M)
Filed 2026-10-05
Oregon Public Employees Retirement Fund
INCREASED
Shares721,501 from 720,991
Change+510 (+0%)
Value$248.3M (-$9.4M)
Filed 2026-10-30
Citizens Financial Group Inc
DECREASED
Shares708,271 from 720,332
Change-12,061 (-2%)
Value$243.7M (-$13.7M)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares682,275 from 702,017
Change-19,742 (-3%)
Value$234.8M (-$16.1M)
Filed 2026-10-27
Glenview Trust Co
INCREASED
Shares678,047 from 673,549
Change+4,498 (+1%)
Value$233.3M (-$7.4M)
Filed 2026-10-28
Boston Trust Walden Corp
DECREASED
Shares669,871 from 812,426
Change-142,555 (-18%)
Value$230.5M (-$59.8M)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares669,191 from 636,505
Change+32,686 (+5%)
Value$230.3M (+$2.8M)
Filed 2026-11-03
Canoe Financial LP
DECREASED
Shares662,714 from 721,114
Change-58,400 (-8%)
Value$224.2M (-$33.5M)
Filed 2026-10-21
Midwest Trust Co
DECREASED
Shares655,175 from 661,508
Change-6,333 (-1%)
Value$225.4M (-$11.0M)
Filed 2026-10-22
Sapient Capital LLC
INCREASED
Shares655,139 from 629,076
Change+26,063 (+4%)
Value$225.4M (+$607.4K)
Filed 2026-10-08
iA Global Asset Management Inc.
DECREASED
Shares650,870 from 677,641
Change-26,771 (-4%)
Value$224.0M (-$18.2M)
Filed 2026-10-29
Quintet Private Bank (Europe) S.A.
INCREASED
Shares650,430 from 501,277
Change+149,153 (+30%)
Value$223.8M (+$44.7M)
Filed 2026-10-08
Mutual of America Capital Management LLC
DECREASED
Shares645,206 from 650,373
Change-5,167 (-1%)
Value$222.0M (-$10.4M)
Filed 2026-10-23
State of Alaska, Department of Revenue
DECREASED
Shares637,637 from 656,321
Change-18,684 (-3%)
Value$219.4M (-$15.2M)
Filed 2026-10-15
Alphinity Investment Management Pty Ltd
DECREASED
Shares637,545 from 1,033,338
Change-395,793 (-38%)
Value$219.4M (-$149.9M)
Filed 2026-11-02
Associated Banc-Corp
DECREASED
Shares629,362 from 635,810
Change-6,448 (-1%)
Value$216.6M (-$10.7M)
Filed 2026-10-30
Chicago Capital, LLC
DECREASED
Shares627,643 from 630,481
Change-2,838 (0%)
Value$216.0M (-$9.4M)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares619,423 from 660,759
Change-41,336 (-6%)
Value$213.1M (-$23.0M)
Filed 2026-10-28
Argent Capital Management LLC
DECREASED
Shares609,347 from 632,390
Change-23,043 (-4%)
Value$209.7M (-$16.3M)
Filed 2026-10-05
Yousif Capital Management, LLC
DECREASED
Shares567,346 from 570,085
Change-2,739 (0%)
Value$195.2M (-$8.5M)
Filed 2026-10-22
Covea Finance
INCREASED
Shares560,916 from 486,052
Change+74,864 (+15%)
Value$193.0M (+$19.3M)
Filed 2026-10-21
Artemis Investment Management LLP
DECREASED
Shares560,874 from 687,162
Change-126,288 (-18%)
Value$193.0M (-$52.6M)
Filed 2026-10-08
Everett Harris & Co
DECREASED
Shares546,152 from 550,319
Change-4,167 (-1%)
Value$187.9M (-$8.7M)
Filed 2026-10-28
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares535,500 from 535,500
Change0 (0%)
Value$184.3M (-$7.1M)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares529,427 from 437,581
Change+91,846 (+21%)
Value$182.2M (+$25.8M)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares526,673 from 539,742
Change-13,069 (-2%)
Value$178.3M (-$11.6M)
Filed 2026-10-20
Generali Asset Management SPA SGR
INCREASED
Shares520,287 from 504,039
Change+16,248 (+3%)
Value$179.0M (-$1.1M)
Filed 2026-10-26
Markel Group Inc.
DECREASED
Shares519,975 from 572,000
Change-52,025 (-9%)
Value$178.9M (-$25.5M)
Filed 2026-10-30
Gateway Investment Advisers LLC
INCREASED
Shares519,973 from 484,692
Change+35,281 (+7%)
Value$178.9M (+$5.7M)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares516,913 from 515,976
Change+937 (+0%)
Value$177.9M (-$6.5M)
Filed 2026-11-05
MFF Capital Investments Ltd
DECREASED
Shares511,372 from 516,372
Change-5,000 (-1%)
Value$176.0M (-$8.6M)
Filed 2026-11-05
Avanza Fonder AB
INCREASED
Shares509,089 from 455,711
Change+53,378 (+12%)
Value$175.2M (+$12.3M)
Filed 2026-10-13
Illinois Municipal Retirement Fund
DECREASED
Shares495,582 from 504,653
Change-9,071 (-2%)
Value$170.5M (-$9.8M)
Filed 2026-11-05
Locust Wood Capital Advisers, LLC
DECREASED
Shares495,408 from 652,914
Change-157,506 (-24%)
Value$170.5M (-$62.9M)
Filed 2026-11-03
Saratoga Research & Investment Management
DECREASED
Shares495,297 from 498,420
Change-3,123 (-1%)
Value$170.4M (-$7.7M)
Filed 2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares491,328 from 506,248
Change-14,920 (-3%)
Value$169.1M (-$11.7M)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares479,037 from 454,292
Change+24,745 (+5%)
Value$164.8M (+$2.5M)
Filed 2026-10-26
Meitav Investment House LTD
INCREASED
Shares477,716 from 406,013
Change+71,703 (+18%)
Value$164.3M (+$19.3M)
Filed 2026-10-28
Howland Capital Management LLC
DECREASED
Shares477,244 from 494,124
Change-16,880 (-3%)
Value$164.2M (-$12.4M)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares476,684 from 449,314
Change+27,370 (+6%)
Value$164.0M (+$3.4M)
Filed 2026-10-23
Northeast Investment Management
DECREASED
Shares473,993 from 484,108
Change-10,115 (-2%)
Value$163.1M (-$9.9M)
Filed 2026-10-30
Traynor Capital Management, Inc.
INCREASED
Shares463,409 from 453,585
Change+9,824 (+2%)
Value$159.4M (-$2.6M)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares460,470 from 385,811
Change+74,659 (+19%)
Value$158.4M (+$20.6M)
Filed 2026-10-29
Gulf International Bank (UK) Ltd
INCREASED
Shares455,875 from 450,521
Change+5,354 (+1%)
Value$156.9M (-$4.1M)
Filed 2026-10-20
GF Fund Management Co. Ltd.
INCREASED
Shares451,041 from 430,477
Change+20,564 (+5%)
Value$155.2M (+$1.4M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares448,865 from 436,386
Change+12,479 (+3%)
Value$154.4M (-$1.5M)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares445,618 from 446,880
Change-1,262 (0%)
Value$153.3M (-$6.4M)
Filed 2026-10-13
FengHe Fund Management Pte. Ltd.
INCREASED
Shares445,060 from 14,800
Change+430,260 (+2907%)
Value$153.1M (+$147.8M)
Filed 2026-11-02
Bahl & Gaynor LLC
DECREASED
Shares440,701 from 493,119
Change-52,418 (-11%)
Value$151.6M (-$24.6M)
Filed 2026-11-05
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares437,535 from 385,171
Change+52,364 (+14%)
Value$150.5M (+$12.9M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares436,665 from 436,038
Change+627 (+0%)
Value$150.2M (-$5.6M)
Filed 2026-10-30
Generate Investment Management Ltd
INCREASED
Shares433,957 from 419,306
Change+14,651 (+3%)
Value$149.3M (-$531.5K)
Filed 2026-10-14
Cookson Peirce & Co Inc
INCREASED
Shares426,028 from 424,372
Change+1,656 (+0%)
Value$146.6M (-$5.1M)
Filed 2026-10-30
Louisiana State Employees Retirement System
DECREASED
Shares422,600 from 435,300
Change-12,700 (-3%)
Value$145.4M (-$10.2M)
Filed 2026-10-20
Old National Bancorp
INCREASED
Shares419,268 from 398,672
Change+20,596 (+5%)
Value$144.3M (+$1.8M)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares415,695 from 417,486
Change-1,791 (0%)
Value$143.0M (-$6.2M)
Filed 2026-10-22
Crossmark Global Holdings, Inc.
DECREASED
Shares414,258 from 448,491
Change-34,233 (-8%)
Value$142.5M (-$17.7M)
Filed 2026-10-21
Nichols & Pratt Advisers LLP
INCREASED
Shares413,226 from 7,070
Change+406,156 (+5745%)
Value$138.4M (+$135.9M)
Filed 2026-10-13
Welch & Forbes LLC
DECREASED
Shares399,537 from 401,718
Change-2,181 (-1%)
Value$137.5M (-$6.1M)
Filed 2026-11-04
Rockland Trust Co
DECREASED
Shares396,629 from 407,768
Change-11,139 (-3%)
Value$136.5M (-$9.3M)
Filed 2026-10-05
Washington Trust Co
DECREASED
Shares386,337 from 391,920
Change-5,583 (-1%)
Value$132.9M (-$7.1M)
Filed 2026-10-22
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares385,320 from 385,173
Change+147 (+0%)
Value$132.6M (-$5.1M)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares377,556 from 376,715
Change+841 (+0%)
Value$129.9M (-$4.7M)
Filed 2026-10-23
Fisher Funds Management LTD
DECREASED
Shares377,131 from 377,935
Change-804 (0%)
Value$129.8M (-$5.3M)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED
Shares371,939 from 379,220
Change-7,281 (-2%)
Value$128.0M (-$7.5M)
Filed 2026-11-05
Fideuram Asset Management (Ireland) dac
INCREASED
Shares370,780 from 309,828
Change+60,952 (+20%)
Value$128.6M (+$19.9M)
Filed 2026-10-29
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares370,200 from 370,200
Change0 (0%)
Value$127.4M (-$4.9M)
Filed 2026-10-06
Roffman Miller Associates Inc
DECREASED
Shares367,835 from 376,110
Change-8,275 (-2%)
Value$126.6M (-$7.8M)
Filed 2026-10-19
Heritage Investors Management Corp
DECREASED
Shares367,098 from 374,536
Change-7,438 (-2%)
Value$126.3M (-$7.5M)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares363,170 from 355,358
Change+7,812 (+2%)
Value$125.0M (-$2.0M)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED
Shares362,399 from 367,716
Change-5,317 (-1%)
Value$124.7M (-$6.7M)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares356,445 from 313,278
Change+43,167 (+14%)
Value$122.6M (+$10.7M)
Filed 2026-11-05
Fishman JAY A LTD
DECREASED
Shares355,595 from 379,225
Change-23,630 (-6%)
Value$122.4M (-$13.2M)
Filed 2026-10-26
AIA Group Ltd
DECREASED
Shares355,349 from 384,832
Change-29,483 (-8%)
Value$122.3M (-$15.3M)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares355,238 from 338,151
Change+17,087 (+5%)
Value$122.2M (+$1.4M)
Filed 2026-11-03
Pinnacle Associates LTD
INCREASED
Shares348,505 from 341,301
Change+7,204 (+2%)
Value$119.9M (-$2.1M)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares344,425 from 281,646
Change+62,779 (+22%)
Value$118.5M (+$17.9M)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares339,362 from 327,676
Change+11,686 (+4%)
Value$116.8M (-$333.7K)
Filed 2026-11-04
Braun Stacey Associates Inc
INCREASED
Shares339,165 from 327,643
Change+11,522 (+4%)
Value$116.7M (-$389.9K)
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares334,244 from 194,380
Change+139,864 (+72%)
Value$115.0M (+$44.5M)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares333,829 from 339,543
Change-5,714 (-2%)
Value$114.9M (-$6.5M)
Filed 2026-10-22
Sava Infond d.o.o.
DECREASED
Shares333,800 from 357,490
Change-23,690 (-7%)
Value$114.9M (-$12.9M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares331,413 from 306,682
Change+24,731 (+8%)
Value$114.0M (+$4.5M)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares329,683 from 286,496
Change+43,187 (+15%)
Value$113.4M (+$11.1M)
Filed 2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED
Shares326,643 from 312,377
Change+14,266 (+5%)
Value$112.4M (+$757.2K)
Filed 2026-10-26
Maj Invest Holding A/S
DECREASED
Shares324,064 from 329,595
Change-5,531 (-2%)
Value$111.5M (-$6.3M)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
DECREASED
Shares320,710 from 320,887
Change-177 (0%)
Value$110.3M (-$4.3M)
Filed 2026-10-13
Annex Advisory Services, LLC
INCREASED
Shares319,116 from 265,715
Change+53,401 (+20%)
Value$109.8M (+$14.8M)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares317,806 from 314,685
Change+3,121 (+1%)
Value$109.4M (-$3.1M)
Filed 2026-10-26
Violich Capital Management, Inc.
DECREASED
Shares314,208 from 320,578
Change-6,370 (-2%)
Value$108.1M (-$6.5M)
Filed 2026-10-05
Hartford Investment Management Co
DECREASED
Shares314,128 from 324,084
Change-9,956 (-3%)
Value$108.1M (-$7.7M)
Filed 2026-11-04
Kornitzer Capital Management Inc
DECREASED
Shares313,155 from 314,003
Change-848 (0%)
Value$107.8M (-$4.5M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares308,494 from 272,534
Change+35,960 (+13%)
Value$86.4M (-$11.1M)
Filed 2026-11-04
Birch Hill Investment Advisors LLC
DECREASED
Shares308,068 from 314,665
Change-6,597 (-2%)
Value$106.0M (-$6.5M)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares307,656 from 311,229
Change-3,573 (-1%)
Value$105.9M (-$5.4M)
Filed 2026-10-22
Park National Corp
DECREASED
Shares307,211 from 315,994
Change-8,783 (-3%)
Value$105.7M (-$7.2M)
Filed 2026-10-05
Oppenheimer Asset Management Inc.
INCREASED
Shares307,086 from 299,023
Change+8,063 (+3%)
Value$105.7M (-$1.2M)
Filed 2026-10-27
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares306,999 from 316,495
Change-9,496 (-3%)
Value$105.6M (-$7.5M)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares306,195 from 306,478
Change-283 (0%)
Value$105.4M (-$4.2M)
Filed 2026-10-22
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares305,000 from 305,000
Change0 (0%)
Value$104.9M (-$4.1M)
Filed 2026-10-28
Mogy Joel R Investment Counsel Inc
DECREASED
Shares304,220 from 305,497
Change-1,277 (0%)
Value$104.7M (-$4.5M)
Filed 2026-10-13
Vest Financial, LLC
INCREASED
Shares303,510 from 301,973
Change+1,537 (+1%)
Value$104.4M (-$3.5M)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares297,234 from 270,707
Change+26,527 (+10%)
Value$102.3M (+$5.5M)
Filed 2026-10-07
AMI Asset Management Corp
DECREASED
Shares296,886 from 308,696
Change-11,810 (-4%)
Value$102.2M (-$8.2M)
Filed 2026-10-20
Quadrant Capital Group LLC
NEW
Shares295,296
Change+295,296
Value$104.5M
Filed 2026-10-20
New Mexico Educational Retirement Board
UNCHANGED
Shares293,820 from 293,820
Change0 (0%)
Value$101.1M (-$3.9M)
Filed 2026-11-05
Mondrian Investment Partners LTD
DECREASED
Shares292,349 from 537,213
Change-244,864 (-46%)
Value$100.6M (-$91.4M)
Filed 2026-10-23
Country Trust Bank
INCREASED
Shares290,776 from 266,756
Change+24,020 (+9%)
Value$100.1M (+$4.7M)
Filed 2026-10-30
Howard Capital Management Group, LLC
INCREASED
Shares285,959 from 285,926
Change+33 (+0%)
Value$98.4M (-$3.8M)
Filed 2026-10-16
Baldwin Wealth Partners LLC
DECREASED
Shares285,615 from 288,390
Change-2,775 (-1%)
Value$98.3M (-$4.8M)
Filed 2026-10-13
First American Bank
INCREASED
Shares284,066 from 283,954
Change+112 (+0%)
Value$97.7M (-$3.7M)
Filed 2026-10-27
Calamos Wealth Management LLC
DECREASED
Shares282,605 from 286,596
Change-3,991 (-1%)
Value$97.2M (-$5.2M)
Filed 2026-11-02
Henshaw Capital LLC
UNCHANGED
Shares280,000 from 280,000
Change0 (0%)
Value$96.3M (-$3.7M)
Filed 2026-11-03
Archon Partners LLC
UNCHANGED
Shares280,000 from 280,000
Change0 (0%)
Value$96.3M (-$3.7M)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares279,666 from 254,371
Change+25,295 (+10%)
Value$97.4M (+$6.1M)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares278,697 from 292,090
Change-13,393 (-5%)
Value$95.9M (-$8.5M)
Filed 2026-10-29
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares278,499 from 279,858
Change-1,359 (0%)
Value$95.8M (-$4.2M)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares278,146 from 265,550
Change+12,596 (+5%)
Value$95.9M (+$954.0K)
Filed 2026-11-05
Todd Asset Management LLC
INCREASED
Shares277,308 from 256,009
Change+21,299 (+8%)
Value$95.4M (+$3.9M)
Filed 2026-10-27
Waycross Partners, LLC
INCREASED
Shares275,822 from 254,349
Change+21,473 (+8%)
Value$94.9M (+$4.0M)
Filed 2026-11-03
Div Capital Phoenix Assets Ltd
UNCHANGED
Shares275,410 from 275,410
Change0 (0%)
Value$94.8M (-$3.7M)
Filed 2026-10-20
Private Wealth Partners, LLC
DECREASED
Shares273,959 from 276,352
Change-2,393 (-1%)
Value$94.3M (-$4.5M)
Filed 2026-10-22
KCM Investment Advisors LLC
DECREASED
Shares266,833 from 267,785
Change-952 (0%)
Value$91.8M (-$3.9M)
Filed 2026-10-27
Perpetual Ltd
DECREASED
Shares265,125 from 273,236
Change-8,111 (-3%)
Value$91.2M (-$6.4M)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares264,010 from 279,354
Change-15,344 (-5%)
Value$90.8M (-$9.0M)
Filed 2026-10-05
Ninety One North America, Inc.
DECREASED
Shares262,289 from 276,644
Change-14,355 (-5%)
Value$90.2M (-$8.6M)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares260,667 from 252,846
Change+7,821 (+3%)
Value$89.7M (-$669.2K)
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
INCREASED
Shares260,515 from 241,937
Change+18,578 (+8%)
Value$89.6M (+$3.2M)
Filed 2026-10-30
Baker Avenue Asset Management, LP
INCREASED
Shares259,827 from 258,045
Change+1,782 (+1%)
Value$89.4M (-$2.8M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares259,412 from 257,159
Change+2,253 (+1%)
Value$89.3M (-$2.6M)
Filed 2026-10-20
Salem Investment Counselors Inc
DECREASED
Shares257,002 from 266,024
Change-9,022 (-3%)
Value$88.4M (-$6.6M)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares256,766 from 264,169
Change-7,403 (-3%)
Value$88.3M (-$6.1M)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
INCREASED
Shares256,246 from 255,940
Change+306 (+0%)
Value$88.2M (-$3.3M)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares253,983 from 246,561
Change+7,422 (+3%)
Value$87.4M (-$723.2K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares252,661 from 242,977
Change+9,684 (+4%)
Value$86.9M (+$103.3K)
Filed 2026-10-28
Cohen Klingenstein LLC
DECREASED
Shares252,195 from 253,350
Change-1,155 (0%)
Value$86.8M (-$3.8M)
Filed 2026-10-15
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares250,087 from 254,969
Change-4,882 (-2%)
Value$86.0M (-$5.1M)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares249,152 from 347,121
Change-97,969 (-28%)
Value$85.7M (-$38.3M)
Filed 2026-11-04
Evergreen Capital Management LLC
DECREASED
Shares248,472 from 265,066
Change-16,594 (-6%)
Value$85.5M (-$9.2M)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
INCREASED
Shares247,898 from 245,048
Change+2,850 (+1%)
Value$85.3M (-$2.3M)
Filed 2026-10-22
Alps Advisors Inc
DECREASED
Shares246,735 from 247,265
Change-530 (0%)
Value$84.9M (-$3.5M)
Filed 2026-11-03
Formuepleje A/S
DECREASED
Shares246,262 from 249,813
Change-3,551 (-1%)
Value$84.7M (-$4.5M)
Filed 2026-10-15
Investment House LLC
DECREASED
Shares246,207 from 338,423
Change-92,216 (-27%)
Value$84.7M (-$36.2M)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares245,770 from 213,889
Change+31,881 (+15%)
Value$84.6M (+$8.1M)
Filed 2026-11-03
Norris Perne & French LLP
DECREASED
Shares244,847 from 251,297
Change-6,450 (-3%)
Value$84.2M (-$5.6M)
Filed 2026-10-23
Americana Partners, LLC
DECREASED
Shares244,133 from 247,872
Change-3,739 (-2%)
Value$84.0M (-$4.6M)
Filed 2026-10-28
Burney Co/
INCREASED
Shares242,414 from 241,221
Change+1,193 (+0%)
Value$83.4M (-$2.8M)
Filed 2026-10-15
J. L. Bainbridge & Co., Inc.
DECREASED
Shares239,153 from 241,515
Change-2,362 (-1%)
Value$82.3M (-$4.0M)
Filed 2026-10-20
Vaughan David Investments LLC
DECREASED
Shares239,127 from 241,879
Change-2,752 (-1%)
Value$82.3M (-$4.2M)
Filed 2026-11-05
Alta Capital Management LLC/
DECREASED
Shares236,174 from 281,206
Change-45,032 (-16%)
Value$81.3M (-$19.2M)
Filed 2026-10-26
Triglav Investments, D.O.O.
INCREASED
Shares236,140 from 233,188
Change+2,952 (+1%)
Value$81.3M (-$2.1M)
Filed 2026-11-06
Univest Financial Corp
DECREASED
Shares233,741 from 241,488
Change-7,747 (-3%)
Value$80.4M (-$5.9M)
Filed 2026-11-05
Fagan Associates, Inc.
DECREASED
Shares231,393 from 234,276
Change-2,883 (-1%)
Value$79.6M (-$4.1M)
Filed 2026-10-13
Equitable Trust Co
DECREASED
Shares231,217 from 238,501
Change-7,284 (-3%)
Value$79.6M (-$5.7M)
Filed 2026-10-13
Marathon Asset Management Ltd
DECREASED
Shares230,842 from 302,312
Change-71,470 (-24%)
Value$79.4M (-$28.6M)
Filed 2026-10-26
Neville Rodie & Shaw Inc
DECREASED
Shares230,035 from 248,226
Change-18,191 (-7%)
Value$79.2K (-$88.6M)
Filed 2026-10-05
Bokf, NA
DECREASED
Shares227,381 from 243,781
Change-16,400 (-7%)
Value$78.2M (-$8.9M)
Filed 2026-10-27
First Citizens Bank & Trust Co
INCREASED
Shares227,361 from 121,798
Change+105,563 (+87%)
Value$78.2M (+$34.7M)
Filed 2026-10-14
Riverbridge Partners LLC
DECREASED
Shares226,317 from 239,570
Change-13,253 (-6%)
Value$77.9M (-$7.7M)
Filed 2026-11-05
Wedge Capital Management L L P
DECREASED
Shares223,483 from 233,449
Change-9,966 (-4%)
Value$76.9M (-$6.5M)
Filed 2026-10-13
Manitou Investment Management Ltd.
DECREASED
Shares222,515 from 233,923
Change-11,408 (-5%)
Value$76.6M (-$7.0M)
Filed 2026-10-15
Coronation Fund Managers Ltd.
INCREASED
Shares221,740 from 145,167
Change+76,573 (+53%)
Value$76.3M (+$24.4M)
Filed 2026-10-27
Zevenbergen Capital Investments LLC
DECREASED
Shares221,630 from 223,202
Change-1,572 (-1%)
Value$76.3M (-$3.5M)
Filed 2026-10-08
Value Partners Investments Inc.
INCREASED
Shares218,480 from 169,507
Change+48,973 (+29%)
Value$75.2M (+$14.8M)
Filed 2026-10-19
Meridian Wealth Management, LLC
INCREASED
Shares216,261 from 194,206
Change+22,055 (+11%)
Value$74.4M (+$5.0M)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED
Shares213,089 from 217,294
Change-4,205 (-2%)
Value$73.3M (-$4.3M)
Filed 2026-11-03
Pittenger & Anderson Inc
DECREASED
Shares210,840 from 211,464
Change-624 (0%)
Value$72.5M (-$3.0M)
Filed 2026-11-02
First National Trust Co
DECREASED
Shares210,599 from 216,845
Change-6,246 (-3%)
Value$72.5M (-$5.0M)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares210,063 from 221,775
Change-11,712 (-5%)
Value$72.3M (-$7.0M)
Filed 2026-10-07
Perigon Wealth Management, LLC
DECREASED
Shares209,137 from 224,945
Change-15,808 (-7%)
Value$72.0M (-$8.4M)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
DECREASED
Shares208,809 from 212,200
Change-3,391 (-2%)
Value$71.8M (-$4.0M)
Filed 2026-10-22
Kintegral Advisory, LLC
INCREASED
Shares207,992 from 206,817
Change+1,175 (+1%)
Value$71.6M (-$2.3M)
Filed 2026-10-16
Sterling Capital Management LLC
DECREASED
Shares205,867 from 247,634
Change-41,767 (-17%)
Value$70.8M (-$17.7M)
Filed 2026-10-22
Forbes J M & Co LLP
INCREASED
Shares205,105 from 204,912
Change+193 (+0%)
Value$70.6M (-$2.7M)
Filed 2026-10-16
Mcdonald Capital Investors Inc
DECREASED
Shares202,749 from 229,111
Change-26,362 (-12%)
Value$69.8M (-$12.1M)
Filed 2026-10-27
Corda Investment Management, Llc.
DECREASED
Shares202,580 from 206,723
Change-4,143 (-2%)
Value$69.7M (-$4.2M)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares201,254 from 197,017
Change+4,237 (+2%)
Value$69.2M (-$1.2M)
Filed 2026-10-28
Patten & Patten Inc
INCREASED
Shares200,682 from 198,188
Change+2,494 (+1%)
Value$69.1M (-$1.8M)
Filed 2026-10-26
Mirae Asset Securities (USA) Inc.
INCREASED
Shares200,322 from 125,761
Change+74,561 (+59%)
Value$68.9M (+$24.0M)
Filed 2026-10-15
Oslo Pensjonsforsikring AS
INCREASED
Shares199,986 from 199,267
Change+719 (+0%)
Value$68.8M (-$2.4M)
Filed 2026-10-15
GC Wealth Management RIA, LLC
INCREASED
Shares199,779 from 192,237
Change+7,542 (+4%)
Value$68.7M (+$40.2K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares197,142 from 192,787
Change+4,355 (+2%)
Value$68.8M (+$5.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares197,142 from 192,787
Change+4,355 (+2%)
Value$68.8M (+$5.9M)
Filed 2026-10-20
Ninety One SA (PTY) Ltd
INCREASED
Shares195,421 from 166,667
Change+28,754 (+17%)
Value$67.7M (+$8.5M)
Filed 2026-10-15
Aljian Capital Management, LLC
DECREASED
Shares194,656 from 196,154
Change-1,498 (-1%)
Value$67.0M (-$3.1M)
Filed 2026-10-28
GW Henssler & Associates LTD
INCREASED
Shares193,909 from 193,029
Change+880 (+0%)
Value$66.7M (-$2.3M)
Filed 2026-10-26
Lyell Wealth Management, LP
INCREASED
Shares193,231 from 183,316
Change+9,915 (+5%)
Value$66.5M (+$975.1K)
Filed 2026-10-30
Albion Financial Group
INCREASED
Shares193,016 from 187,496
Change+5,520 (+3%)
Value$66.4M (-$592.3K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
INCREASED
Shares191,922 from 187,822
Change+4,100 (+2%)
Value$66.0M (-$1.1M)
Filed 2026-10-08
Dillon & Associates Inc
DECREASED
Shares191,889 from 192,561
Change-672 (0%)
Value$66.0M (-$2.7M)
Filed 2026-10-22
Profund Advisors LLC
DECREASED
Shares190,633 from 198,780
Change-8,147 (-4%)
Value$65.6M (-$5.4M)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares189,985 from 174,106
Change+15,879 (+9%)
Value$65.4M (+$3.1M)
Filed 2026-10-08
Philadelphia Trust Co
DECREASED
Shares188,945 from 197,482
Change-8,537 (-4%)
Value$65.0M (-$5.6M)
Filed 2026-11-05
Global X Japan Co., Ltd.
DECREASED
Shares188,857 from 189,526
Change-669 (0%)
Value$65.0M (-$2.7M)
Filed 2026-10-21
Lmcg Investments, LLC
DECREASED
Shares188,822 from 196,755
Change-7,933 (-4%)
Value$65.0M (-$5.3M)
Filed 2026-10-21
AlphaCore Capital LLC
INCREASED
Shares188,385 from 162,069
Change+26,316 (+16%)
Value$64.8M (+$6.9M)
Filed 2026-11-04
Middleton & Co Inc
DECREASED
Shares187,785 from 195,871
Change-8,086 (-4%)
Value$64.6M (-$5.4M)
Filed 2026-10-23
Private Capital Advisors, Inc.
INCREASED
Shares187,730 from 186,747
Change+983 (+1%)
Value$64.6M (-$2.1M)
Filed 2026-10-06
Arnhold LLC
UNCHANGED
Shares187,557 from 187,557
Change0 (0%)
Value$64.5M (-$2.5M)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares187,048 from 262,792
Change-75,744 (-29%)
Value$64.4M (-$29.6M)
Filed 2026-10-15
Steel Grove Capital Advisors, LLC
INCREASED
Shares186,836 from 184,630
Change+2,206 (+1%)
Value$64.3M (-$1.7M)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares185,932 from 174,459
Change+11,473 (+7%)
Value$64.0M (+$1.6M)
Filed 2026-10-21
Farmers & Merchants Investments Inc
INCREASED
Shares185,481 from 183,721
Change+1,760 (+1%)
Value$63.8M (-$1.8M)
Filed 2026-10-22
GAM Holding AG
DECREASED
Shares184,814 from 187,665
Change-2,851 (-2%)
Value$63.6M (-$3.5M)
Filed 2026-11-03
Parsons Capital Management Inc
DECREASED
Shares184,282 from 185,232
Change-950 (-1%)
Value$63.4M (-$2.8M)
Filed 2026-10-28
Van Cleef Asset Management,Inc
DECREASED
Shares184,051 from 186,803
Change-2,752 (-1%)
Value$63.3M (-$3.4M)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares183,988 from 166,229
Change+17,759 (+11%)
Value$63.3M (+$3.9M)
Filed 2026-11-05
Smith Group Asset Management, LLC
DECREASED
Shares183,117 from 286,318
Change-103,201 (-36%)
Value$63.0M (-$39.3M)
Filed 2026-10-27
Florida Trust Wealth Management Co
DECREASED
Shares181,974 from 183,364
Change-1,390 (-1%)
Value$62.6M (-$2.9M)
Filed 2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED
Shares180,880 from 168,979
Change+11,901 (+7%)
Value$61.7M (+$1.3M)
Filed 2026-10-28
Milestones Administradora de Recursos Ltda.
INCREASED
Shares178,688 from 117,684
Change+61,004 (+52%)
Value$61.5M (+$19.4M)
Filed 2026-10-21
North Dakota State Investment Board
INCREASED
Shares178,467 from 171,763
Change+6,704 (+4%)
Value$61.4M (+$24.0K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares177,524 from 173,986
Change+3,538 (+2%)
Value$61.1M (-$1.1M)
Filed 2026-10-22
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares177,349 from 177,868
Change-519 (0%)
Value$61.0M (-$2.5M)
Filed 2026-11-02
Bath Savings Trust Co
DECREASED
Shares176,771 from 183,116
Change-6,345 (-3%)
Value$60.8M (-$4.6M)
Filed 2026-10-07
United Asset Strategies, Inc.
DECREASED
Shares176,549 from 198,907
Change-22,358 (-11%)
Value$60.7M (-$10.3M)
Filed 2026-10-28
Eagle Global Advisors LLC
DECREASED
Shares175,573 from 176,279
Change-706 (0%)
Value$60.4M (-$2.6M)
Filed 2026-11-02
Highland Capital Management, LLC
DECREASED
Shares172,885 from 194,584
Change-21,699 (-11%)
Value$59.5M (-$10.1M)
Filed 2026-10-26
First Merchants Corp
DECREASED
Shares172,504 from 179,199
Change-6,695 (-4%)
Value$59.4M (-$4.7M)
Filed 2026-10-15
Neumann Advisory Hong Kong Ltd
UNCHANGED
Shares170,739 from 170,739
Change0 (0%)
Value$58.7M (-$2.3M)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares168,955 from 168,260
Change+695 (+0%)
Value$58.1M (-$2.0M)
Filed 2026-10-16
Evanson Financial, LLC
DECREASED
Shares168,310 from 168,544
Change-234 (0%)
Value$57.9M (-$2.3M)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares168,132 from 161,566
Change+6,566 (+4%)
Value$57.9M (+$111.7K)
Filed 2026-11-05
Petredis Investment Advisors LLC
DECREASED
Shares167,639 from 168,644
Change-1,005 (-1%)
Value$57.7M (-$2.6M)
Filed 2026-10-20
Harbor Investment Advisory, LLC
DECREASED
Shares167,535 from 169,993
Change-2,458 (-1%)
Value$57.6M (-$3.1M)
Filed 2026-10-13
Levin Capital Strategies, L.P.
DECREASED
Shares167,296 from 170,455
Change-3,159 (-2%)
Value$57.6M (-$3.4M)
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares166,082 from 164,599
Change+1,483 (+1%)
Value$57.1M (-$1.7M)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
DECREASED
Shares164,565 from 169,757
Change-5,192 (-3%)
Value$56.6M (-$4.0M)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares163,982 from 144,453
Change+19,529 (+14%)
Value$56.4M (+$4.5M)
Filed 2026-10-21
Coastline Trust Co
DECREASED
Shares163,780 from 172,104
Change-8,324 (-5%)
Value$56.4M (-$5.2M)
Filed 2026-10-01
Deltec Asset Management LLC
DECREASED
Shares163,499 from 167,310
Change-3,811 (-2%)
Value$56.3M (-$3.5M)
Filed 2026-10-26
Randolph Co Inc
INCREASED
Shares163,212 from 163,000
Change+212 (+0%)
Value$56.2M (-$2.1M)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares162,849 from 171,035
Change-8,186 (-5%)
Value$56.0M (-$5.1M)
Filed 2026-10-30
Axxion S.A.
DECREASED
Shares161,591 from 164,921
Change-3,330 (-2%)
Value$55.8M (-$3.1M)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares159,467 from 146,365
Change+13,102 (+9%)
Value$55.5M (+$3.3M)
Filed 2026-10-09
Adell Harriman & Carpenter Inc
INCREASED
Shares159,433 from 157,287
Change+2,146 (+1%)
Value$54.9M (-$1.4M)
Filed 2026-11-02
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares159,132 from 144,363
Change+14,769 (+10%)
Value$54.8M (+$3.2M)
Filed 2026-10-20
Edge Wealth Management LLC
DECREASED
Shares157,354 from 158,000
Change-646 (0%)
Value$55.0M (-$1.5M)
Filed 2026-10-13
Ascent Group, LLC
INCREASED
Shares155,913 from 153,792
Change+2,121 (+1%)
Value$53.6M (-$1.3M)
Filed 2026-10-30
Kimelman & Baird, LLC
DECREASED
Shares154,850 from 156,145
Change-1,295 (-1%)
Value$53.3M (-$2.5M)
Filed 2026-11-03
Lincoln Capital LLC
INCREASED
Shares154,116 from 151,685
Change+2,431 (+2%)
Value$52.9M (-$1.3M)
Filed 2026-10-09
Kanawha Capital Management LLC
INCREASED
Shares154,104 from 153,997
Change+107 (+0%)
Value$53.0M (-$2.0M)
Filed 2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares154,044 from 138,008
Change+16,036 (+12%)
Value$53.0M (+$3.7M)
Filed 2026-10-22
Busey Bank
DECREASED
Shares153,933 from 155,329
Change-1,396 (-1%)
Value$53.0M (-$2.5M)
Filed 2026-10-26
SP Asset Management LLC
INCREASED
Shares153,590 from 148,539
Change+5,051 (+3%)
Value$52.8M (-$236.2K)
Filed 2026-11-05
Jefferies Financial Group Inc.
DECREASED
Shares153,565 from 166,421
Change-12,856 (-8%)
Value$52.8M (-$6.6M)
Filed 2026-11-05
CWA Asset Management Group, LLC
INCREASED
Shares153,248 from 146,951
Change+6,297 (+4%)
Value$52.7M (+$213.7K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares152,686 from 150,994
Change+1,692 (+1%)
Value$52.5M (-$1.4M)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED
Shares152,254 from 150,632
Change+1,622 (+1%)
Value$52.4M (-$1.4M)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
DECREASED
Shares151,205 from 154,840
Change-3,635 (-2%)
Value$52.0M (-$3.3M)
Filed 2026-11-03
Seizert Capital Partners, LLC
DECREASED
Shares150,405 from 154,567
Change-4,162 (-3%)
Value$51.8M (-$3.5M)
Filed 2026-10-30
Douglas Lane & Associates, LLC
DECREASED
Shares150,376 from 156,824
Change-6,448 (-4%)
Value$51.7M (-$4.3M)
Filed 2026-10-09
Parthenon LLC
DECREASED
Shares149,916 from 151,488
Change-1,572 (-1%)
Value$51.6M (-$2.6M)
Filed 2026-10-22
71 West Capital Partners
DECREASED
Shares149,048 from 149,745
Change-697 (0%)
Value$51.3M (-$2.2M)
Filed 2026-11-04
Boston Common Asset Management, LLC
INCREASED
Shares148,215 from 142,499
Change+5,716 (+4%)
Value$51.0M (+$72.9K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
DECREASED
Shares147,961 from 149,892
Change-1,931 (-1%)
Value$50.9M (-$2.7M)
Filed 2026-10-22
Saybrook Capital
DECREASED
Shares147,833 from 148,022
Change-189 (0%)
Value$50.9M (-$2.0M)
Filed 2026-10-27
Synergy Asset Management, LLC
INCREASED
Shares147,351 from 119,418
Change+27,933 (+23%)
Value$50.7M (+$8.0M)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED
Shares146,464 from 148,931
Change-2,467 (-2%)
Value$50.4M (-$2.8M)
Filed 2026-11-05
Plato Investment Management Ltd
INCREASED
Shares146,228 from 143,346
Change+2,882 (+2%)
Value$50.5M (-$418.8K)
Filed 2026-11-05
Avalon Capital Management
DECREASED
Shares145,417 from 150,922
Change-5,505 (-4%)
Value$50.0M (-$3.9M)
Filed 2026-11-04
Academy Capital Management
DECREASED
Shares145,304 from 155,648
Change-10,344 (-7%)
Value$50.0M (-$5.6M)
Filed 2026-11-05
Guinness Asset Management LTD
INCREASED
Shares144,554 from 144,494
Change+60 (+0%)
Value$49.7M (-$1.4M)
Filed 2026-11-05
Cambiar Investors LLC
DECREASED
Shares142,416 from 177,752
Change-35,336 (-20%)
Value$49.0M (-$14.5M)
Filed 2026-11-04
BLB&B Advisors, LLC
INCREASED
Shares142,266 from 142,229
Change+37 (+0%)
Value$49.0M (-$1.9M)
Filed 2026-10-27
Penobscot Investment Management Company, Inc.
DECREASED
Shares142,221 from 145,252
Change-3,031 (-2%)
Value$48.9M (-$3.0M)
Filed 2026-10-26
YHB Investment Advisors, Inc.
DECREASED
Shares141,317 from 143,740
Change-2,423 (-2%)
Value$48.6M (-$2.7M)
Filed 2026-10-08
Aviance Capital Partners, LLC
DECREASED
Shares140,988 from 148,215
Change-7,227 (-5%)
Value$48.5M (-$4.5M)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares140,654 from 157,055
Change-16,401 (-10%)
Value$48.4M (-$7.7M)
Filed 2026-11-04
First Nebraska Trust Co
DECREASED
Shares140,610 from 144,545
Change-3,935 (-3%)
Value$48.4M (-$3.3M)
Filed 2026-10-30
Arga Investment Management, LP
NEW
Shares139,915
Change+139,915
Value$48.1M
Filed 2026-10-30
Verus Capital Partners, LLC
DECREASED
Shares139,793 from 140,575
Change-782 (-1%)
Value$48.1M (-$2.1M)
Filed 2026-11-03
Northside Capital Management, LLC
UNCHANGED
Shares139,721 from 139,721
Change0 (0%)
Value$48.1M (-$1.9M)
Filed 2026-10-13
Tweedy, Browne Co LLC
DECREASED
Shares139,147 from 141,282
Change-2,135 (-2%)
Value$47.9M (-$2.6M)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares138,642 from 134,370
Change+4,272 (+3%)
Value$47.7M (-$316.0K)
Filed 2026-11-03
Hartline Investment Corp/
INCREASED
Shares137,202 from 128,736
Change+8,466 (+7%)
Value$47.2M (+$1.2M)
Filed 2026-10-29
NBT Bank, N.A.
DECREASED
Shares136,653 from 141,664
Change-5,011 (-4%)
Value$47.0M (-$3.6M)
Filed 2026-10-21
Trinity Street Asset Management LLP
DECREASED
Shares136,539 from 139,098
Change-2,559 (-2%)
Value$47.0M (-$2.7M)
Filed 2026-10-16
Birinyi Associates Inc
DECREASED
Shares135,796 from 140,836
Change-5,040 (-4%)
Value$46.7M (-$3.6M)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares135,259 from 139,991
Change-4,732 (-3%)
Value$46.5M (-$3.5M)
Filed 2026-10-14
CFM Wealth Partners LLC
DECREASED
Shares133,435 from 133,449
Change-14 (0%)
Value$45.9M (-$1.8M)
Filed 2026-11-05
One Way Holdings LLC
INCREASED
Shares132,707 from 127,849
Change+4,858 (+4%)
Value$45.7M (-$27.6K)
Filed 2026-10-29
Pictet North America Advisors SA
INCREASED
Shares132,688 from 121,114
Change+11,574 (+10%)
Value$45.7M (+$2.4M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares132,581 from 132,277
Change+304 (+0%)
Value$45.6M (-$1.7M)
Filed 2026-11-05
Thompson Investment Management, Inc.
DECREASED
Shares131,758 from 132,756
Change-998 (-1%)
Value$45.3M (-$2.1M)
Filed 2026-10-14
Grimes & Co Wealth Management, LLC
DECREASED
Shares130,571 from 132,821
Change-2,250 (-2%)
Value$44.9M (-$2.5M)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
DECREASED
Shares129,071 from 140,642
Change-11,571 (-8%)
Value$44.4M (-$5.9M)
Filed 2026-10-13
Trust Co of Toledo NA
DECREASED
Shares128,515 from 130,295
Change-1,780 (-1%)
Value$44.2M (-$2.3M)
Filed 2026-10-16
GFS Advisors, LLC
INCREASED
Shares127,985 from 119,746
Change+8,239 (+7%)
Value$44.0M (+$44.0M)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
DECREASED
Shares127,740 from 130,571
Change-2,831 (-2%)
Value$44.0M (-$2.7M)
Filed 2026-11-04
Skylands Capital, LLC
INCREASED
Shares127,250 from 126,475
Change+775 (+1%)
Value$43.8M (-$1.4M)
Filed 2026-10-21
Asset Advisors Investment Management, LLC
DECREASED
Shares126,966 from 127,379
Change-413 (0%)
Value$43.7M (-$1.8M)
Filed 2026-10-19
LVM Capital Management LTD
DECREASED
Shares126,313 from 128,145
Change-1,832 (-1%)
Value$43.5M (-$2.3M)
Filed 2026-10-20
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares126,190 from 128,084
Change-1,894 (-1%)
Value$43.4M (-$2.4M)
Filed 2026-10-09
Praxis Investment Management Inc
UNCHANGED
Shares124,440 from 124,440
Change0 (0%)
Value$42.8M (-$1.7M)
Filed 2026-11-03
Coerente Capital Management
DECREASED
Shares124,143 from 124,264
Change-121 (0%)
Value$42.7M (-$1.7M)
Filed 2026-10-29
Convergence Investment Partners, LLC
INCREASED
Shares123,226 from 58,802
Change+64,424 (+110%)
Value$42.4M (+$21.4M)
Filed 2026-10-28
Blue Fin Capital, Inc.
INCREASED
Shares122,549 from 115,443
Change+7,106 (+6%)
Value$42.2M (+$910.8K)
Filed 2026-10-28
Bochk Asset Management Ltd
INCREASED
Shares122,446 from 89,600
Change+32,846 (+37%)
Value$42.1M (+$10.1M)
Filed 2026-10-29
Eagle Rock Investment Company, LLC
DECREASED
Shares122,054 from 122,630
Change-576 (0%)
Value$42.0M (-$1.8M)
Filed 2026-10-21
Eulav Asset Management
DECREASED
Shares122,000 from 123,000
Change-1,000 (-1%)
Value$42.0M (-$2.0M)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares121,928 from 117,622
Change+4,306 (+4%)
Value$42.0M (-$81.3K)
Filed 2026-10-13
Meyer Handelman Co
INCREASED
Shares121,913 from 118,245
Change+3,668 (+3%)
Value$41.9M (-$309.4K)
Filed 2026-10-28
Sky Investment Group LLC
INCREASED
Shares121,519 from 97,159
Change+24,360 (+25%)
Value$41.8M (+$7.1M)
Filed 2026-10-30
Grandfield & Dodd, LLC
DECREASED
Shares121,365 from 122,334
Change-969 (-1%)
Value$41.8M (-$2.0M)
Filed 2026-10-29
Fogel Capital Management, Inc.
INCREASED
Shares120,732 from 120,270
Change+462 (+0%)
Value$41.5M (-$1.4M)
Filed 2026-11-04
Tritonpoint Wealth, LLC
DECREASED
Shares120,356 from 125,233
Change-4,877 (-4%)
Value$41.4M (-$3.3M)
Filed 2026-10-19
Virtus Wealth Solutions LLC
INCREASED
Shares119,567 from 92,860
Change+26,707 (+29%)
Value$41.1M (+$8.0M)
Filed 2026-11-03
Seilern Investment Management Ltd
DECREASED
Shares119,522 from 121,426
Change-1,904 (-2%)
Value$41.1M (-$2.3M)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
INCREASED
Shares119,433 from 114,270
Change+5,163 (+5%)
Value$33.9M (-$6.9M)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
INCREASED
Shares118,902 from 88,979
Change+29,923 (+34%)
Value$40.9M (+$9.1M)
Filed 2026-11-05
V-Square Quantitative Management LLC
INCREASED
Shares118,692 from 111,694
Change+6,998 (+6%)
Value$40.8M (+$923.5K)
Filed 2026-10-15
Fulton Bank, N.A.
INCREASED
Shares117,853 from 107,787
Change+10,066 (+9%)
Value$40.6M (+$2.0M)
Filed 2026-10-14
Sawgrass Asset Management LLC
INCREASED
Shares117,767 from 96,598
Change+21,169 (+22%)
Value$40.5M (+$6.0M)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares117,733 from 120,908
Change-3,175 (-3%)
Value$40.5M (-$2.7M)
Filed 2026-11-03
Caldwell Trust Co
DECREASED
Shares117,443 from 118,159
Change-716 (-1%)
Value$40.4M (-$1.8M)
Filed 2026-10-30
Bensler, LLC
DECREASED
Shares117,134 from 119,207
Change-2,073 (-2%)
Value$40.3M (-$2.3M)
Filed 2026-11-05
CX Institutional
DECREASED
Shares116,471 from 130,128
Change-13,657 (-10%)
Value$40.1K (-$46.5M)
Filed 2026-10-02
Nemes Rush Group LLC
DECREASED
Shares115,264 from 115,350
Change-86 (0%)
Value$39.7M (-$1.6M)
Filed 2026-11-04
Solidarity Wealth, LLC
DECREASED
Shares115,110 from 116,544
Change-1,434 (-1%)
Value$39.6M (-$2.0M)
Filed 2026-10-15
Elite Wealth Management, Inc.
INCREASED
Shares115,073 from 87,883
Change+27,190 (+31%)
Value$39.6M (+$8.2M)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares114,691 from 110,095
Change+4,596 (+4%)
Value$39.5M (+$118.1K)
Filed 2026-10-13
Vision Capital Management, Inc.
DECREASED
Shares114,250 from 117,364
Change-3,114 (-3%)
Value$39.3M (-$2.6M)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares113,542 from 108,957
Change+4,585 (+4%)
Value$39.1M (+$129.7K)
Filed 2026-10-23
Bourgeon Capital Management LLC
INCREASED
Shares112,981 from 100,601
Change+12,380 (+12%)
Value$38.9M (+$2.9M)
Filed 2026-10-19
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED
Shares112,540 from 112,540
Change0 (0%)
Value$38.7M (-$1.5M)
Filed 2026-11-05
Founders Capital Management, LLC
DECREASED
Shares112,018 from 112,146
Change-128 (0%)
Value$38.5M (-$1.5M)
Filed 2026-10-23
Legacy Private Trust Co.
DECREASED
Shares111,550 from 112,539
Change-989 (-1%)
Value$38.4M (-$1.8M)
Filed 2026-10-06
Generali Investments, Management Co LLC
INCREASED
Shares110,598 from 103,126
Change+7,472 (+7%)
Value$38.1M (+$1.2M)
Filed 2026-10-19
Wendell David Associates Inc
DECREASED
Shares109,251 from 110,181
Change-930 (-1%)
Value$37.6M (-$1.8M)
Filed 2026-10-27
Applied Finance Capital Management, LLC
DECREASED
Shares109,230 from 123,175
Change-13,945 (-11%)
Value$37.6M (-$6.4M)
Filed 2026-11-03
Baker Chad R
UNCHANGED
Shares109,180 from 109,180
Change0 (0%)
Value$37.6M (-$1.5M)
Filed 2026-10-22
Great Lakes Retirement, Inc.
INCREASED
Shares108,068 from 107,643
Change+425 (+0%)
Value$37.2M (-$1.3M)
Filed 2026-10-26
Azzad Asset Management Inc
DECREASED
Shares107,499 from 108,271
Change-772 (-1%)
Value$37.0M (-$1.7M)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares107,369 from 98,495
Change+8,874 (+9%)
Value$36.9M (+$1.7M)
Filed 2026-10-28
Mechanics Bank Trust Department
INCREASED
Shares107,193 from 106,791
Change+402 (+0%)
Value$36.9M (-$1.3M)
Filed 2026-10-13
WestEnd Advisors, LLC
DECREASED
Shares107,122 from 124,662
Change-17,540 (-14%)
Value$36.9M (-$7.7M)
Filed 2026-10-27
Slow Capital, Inc.
INCREASED
Shares106,807 from 106,530
Change+277 (+0%)
Value$36.8M (-$1.3M)
Filed 2026-10-23
Howard Capital Management, LLC
DECREASED
Shares106,797 from 107,006
Change-209 (0%)
Value$36.7M (-$1.5M)
Filed 2026-10-16
Tran Capital Management, L.P.
DECREASED
Shares106,579 from 107,489
Change-910 (-1%)
Value$36.7M (-$1.7M)
Filed 2026-10-19
Cadinha & Co LLC
INCREASED
Shares106,309 from 105,604
Change+705 (+1%)
Value$36.6M (-$1.2M)
Filed 2026-10-22
Payden & Rygel
INCREASED
Shares106,273 from 105,400
Change+873 (+1%)
Value$36.6M (-$1.1M)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares106,187 from 90,056
Change+16,131 (+18%)
Value$36.5M (+$4.4M)
Filed 2026-11-05
Bellecapital International Ltd.
DECREASED
Shares106,035 from 106,752
Change-717 (-1%)
Value$36.5M (-$1.7M)
Filed 2026-10-21
Loftus Peak Pty Ltd
INCREASED
Shares105,662 from 91,782
Change+13,880 (+15%)
Value$36.4M (+$3.6M)
Filed 2026-10-15
ASO Group Ltd
INCREASED
Shares105,636 from 73,779
Change+31,857 (+43%)
Value$36.3M (+$10.0M)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares105,561 from 96,029
Change+9,532 (+10%)
Value$36.3M (+$2.0M)
Filed 2026-10-15
BAR Harbor Wealth Management
DECREASED
Shares105,538 from 110,054
Change-4,516 (-4%)
Value$36.3M (-$3.0M)
Filed 2026-10-21
Woodstock Corp
DECREASED
Shares105,463 from 105,641
Change-178 (0%)
Value$36.3M (-$1.5M)
Filed 2026-10-13
Carret Asset Management, LLC
DECREASED
Shares105,105 from 105,994
Change-889 (-1%)
Value$36.2M (-$1.7M)
Filed 2026-11-04
Westchester Capital Management, Inc.
INCREASED
Shares104,809 from 102,614
Change+2,195 (+2%)
Value$36.1M (-$608.5K)
Filed 2026-10-23
Cullinan Associates Inc
INCREASED
Shares104,719 from 84,174
Change+20,545 (+24%)
Value$36.0M (+$6.0M)
Filed 2026-11-03
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
INCREASED
Shares104,621 from 101,187
Change+3,434 (+3%)
Value$36.0M (-$163.2K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares104,610 from 103,812
Change+798 (+1%)
Value$36.0M (-$1.1M)
Filed 2026-11-04
Everest Financial Group LLC
INCREASED
Shares104,288 from 102,368
Change+1,920 (+2%)
Value$35.9M (-$700.1K)
Filed 2026-11-06
Suncoast Equity Management
DECREASED
Shares104,136 from 110,436
Change-6,300 (-6%)
Value$35.8M (-$3.6M)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares104,020 from 94,514
Change+9,506 (+10%)
Value$35.8M (+$2.0M)
Filed 2026-10-16
DSG Capital Advisors, LLC
DECREASED
Shares103,886 from 106,141
Change-2,255 (-2%)
Value$35.7M (-$2.4M)
Filed 2026-11-05
Penn Davis Mcfarland Inc
UNCHANGED
Shares103,003 from 103,003
Change0 (0%)
Value$35.4M (-$1.4M)
Filed 2026-10-23
James Investment Research, Inc.
DECREASED
Shares101,998 from 105,519
Change-3,521 (-3%)
Value$35.1M (-$2.6M)
Filed 2026-10-22
DE Burlo Group Inc
INCREASED
Shares101,854 from 98,794
Change+3,060 (+3%)
Value$35.0M (-$260.1K)
Filed 2026-11-05
Gradient Investments LLC
INCREASED
Shares101,410 from 95,926
Change+5,484 (+6%)
Value$34.9M (+$612.1K)
Filed 2026-10-08
HWG Holdings LP
DECREASED
Shares101,258 from 106,032
Change-4,774 (-4%)
Value$34.8M (-$3.1M)
Filed 2026-10-08
Axxcess Wealth Management, LLC
DECREASED
Shares101,214 from 199,955
Change-98,741 (-49%)
Value$33.4M (-$36.6M)
Filed 2026-10-21
Copeland Capital Management, LLC
INCREASED
Shares100,771 from 89,780
Change+10,991 (+12%)
Value$34.7M (+$2.6M)
Filed 2026-10-13
Chilton Capital Management LLC
DECREASED
Shares100,698 from 102,932
Change-2,234 (-2%)
Value$34.6M (-$2.1M)
Filed 2026-10-28
Generali Powszechne Towarzystwo Emerytalne
NEW
Shares100,600
Change+100,600
Value$34.6M
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares100,271 from 106,956
Change-6,685 (-6%)
Value$34.5M (-$3.7M)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares98,935 from 85,095
Change+13,840 (+16%)
Value$34.0M (+$3.6M)
Filed 2026-11-03
Chesley Taft & Associates LLC
DECREASED
Shares98,667 from 100,825
Change-2,158 (-2%)
Value$33.9M (-$2.1M)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares98,319 from 100,430
Change-2,111 (-2%)
Value$33.8M (-$2.1M)
Filed 2026-10-21
Weatherly Asset Management L. P.
DECREASED
Shares98,173 from 98,492
Change-319 (0%)
Value$33.8M (-$1.4M)
Filed 2026-10-20
Nations Financial Group Inc,
DECREASED
Shares98,082 from 101,726
Change-3,644 (-4%)
Value$33.7M (-$2.6M)
Filed 2026-11-05
Oak Grove Capital LLC
INCREASED
Shares97,936 from 87,241
Change+10,695 (+12%)
Value$33.7M (+$2.5M)
Filed 2026-10-09
Valley Wealth Managers, Inc.
INCREASED
Shares97,826 from 96,873
Change+953 (+1%)
Value$33.7M (-$959.5K)
Filed 2026-10-09
Soltis Investment Advisors LLC
INCREASED
Shares97,749 from 78,479
Change+19,270 (+25%)
Value$33.6M (+$5.6M)
Filed 2026-10-28
Forum Financial Management, LP
INCREASED
Shares97,622 from 96,162
Change+1,460 (+2%)
Value$33.6M (-$775.5K)
Filed 2026-10-16
Hendershot Investments Inc.
DECREASED
Shares97,535 from 100,685
Change-3,150 (-3%)
Value$33.6M (-$2.4M)
Filed 2026-11-05
Signal Advisors Wealth, LLC
INCREASED
Shares96,856 from 77,154
Change+19,702 (+26%)
Value$33.3M (+$5.8M)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares96,735 from 85,062
Change+11,673 (+14%)
Value$33.3M (+$2.9M)
Filed 2026-10-22
HCR Wealth Advisors
INCREASED
Shares96,237 from 95,341
Change+896 (+1%)
Value$33.1M (-$958.9K)
Filed 2026-10-15
Jackson Square Capital, LLC
INCREASED
Shares95,909 from 85,639
Change+10,270 (+12%)
Value$33.0M (+$2.4M)
Filed 2026-10-19
Globalt Investments LLC / GA
DECREASED
Shares95,620 from 98,367
Change-2,747 (-3%)
Value$32.9M (-$2.3M)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
INCREASED
Shares95,541 from 92,090
Change+3,451 (+4%)
Value$32.9M (-$36.6K)
Filed 2026-11-02
Draper Asset Management, LLC
DECREASED
Shares95,464 from 98,482
Change-3,018 (-3%)
Value$32.8M (-$2.3M)
Filed 2026-10-09
City Holding Co
INCREASED
Shares95,182 from 94,960
Change+222 (+0%)
Value$32.7M (-$1.2M)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED
Shares95,009 from 94,573
Change+436 (+0%)
Value$32.7M (-$1.1M)
Filed 2026-10-19
Laurel Wealth Advisors LLC
INCREASED
Shares94,841 from 92,326
Change+2,515 (+3%)
Value$32.6M (-$361.6K)
Filed 2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED
Shares94,678 from 94,312
Change+366 (+0%)
Value$32.6M (-$1.1M)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares94,601 from 88,859
Change+5,742 (+6%)
Value$32.6M (+$794.9K)
Filed 2026-10-15
Principle Wealth Partners LLC
INCREASED
Shares93,537 from 93,329
Change+208 (+0%)
Value$32.2M (-$1.2M)
Filed 2026-11-02
Greenwood Capital Associates LLC
INCREASED
Shares93,463 from 92,008
Change+1,455 (+2%)
Value$32.2M (-$722.1K)
Filed 2026-10-27
Nixon Peabody Trust Co
INCREASED
Shares93,362 from 90,419
Change+2,943 (+3%)
Value$32.1M (-$189.0K)
Filed 2026-10-23
Whitener Capital Management, Inc.
DECREASED
Shares92,960 from 93,680
Change-720 (-1%)
Value$32.0M (-$1.5M)
Filed 2026-10-15
L. Roy Papp & Associates, LLP
DECREASED
Shares92,741 from 94,355
Change-1,614 (-2%)
Value$31.9M (-$1.8M)
Filed 2026-10-21
Modera Wealth Management, LLC
INCREASED
Shares92,682 from 90,772
Change+1,910 (+2%)
Value$31.9M (-$549.2K)
Filed 2026-10-28
University of Texas S AM Investment Management Co
DECREASED
Shares92,221 from 93,726
Change-1,505 (-2%)
Value$31.7M (-$1.8M)
Filed 2026-11-03
KTF Investments, LLC
DECREASED
Shares92,083 from 93,909
Change-1,826 (-2%)
Value$31.7M (-$1.9M)
Filed 2026-10-23
Empirical Capital Management, LLC
DECREASED
Shares92,000 from 100,500
Change-8,500 (-8%)
Value$31.7M (-$4.3M)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares91,643 from 89,371
Change+2,272 (+3%)
Value$31.5M (-$406.1K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares91,628 from 87,295
Change+4,333 (+5%)
Value$29.3M (+$1.6M)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares91,561 from 99,960
Change-8,399 (-8%)
Value$31.5M (-$4.2M)
Filed 2026-10-23
Parcion Private Wealth LLC
DECREASED
Shares90,978 from 91,923
Change-945 (-1%)
Value$31.3M (-$1.5M)
Filed 2026-10-28
Baxter Bros Inc
DECREASED
Shares90,474 from 91,938
Change-1,464 (-2%)
Value$31.1M (-$1.7M)
Filed 2026-11-04
Hingham Institution for Savings
DECREASED
Shares90,450 from 105,950
Change-15,500 (-15%)
Value$31.1M (-$6.7M)
Filed 2026-10-20
Central Bank & Trust Co
DECREASED
Shares90,221 from 91,298
Change-1,077 (-1%)
Value$31.0M (-$1.6M)
Filed 2026-10-09
CMH Wealth Management LLC
INCREASED
Shares90,137 from 88,908
Change+1,229 (+1%)
Value$31.0M (-$758.7K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares89,938 from 98,655
Change-8,717 (-9%)
Value$30.9M (-$4.3M)
Filed 2026-10-20
Absher Wealth Management, LLC
DECREASED
Shares89,181 from 90,198
Change-1,017 (-1%)
Value$30.7M (-$1.5M)
Filed 2026-11-02
Kirr Marbach & Co LLC
DECREASED
Shares88,969 from 89,552
Change-583 (-1%)
Value$30.6M (-$1.4M)
Filed 2026-10-20
Journey Advisory Group, LLC
INCREASED
Shares88,846 from 87,041
Change+1,805 (+2%)
Value$30.6M (-$535.7K)
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares88,819 from 88,881
Change-62 (0%)
Value$30.6M (-$1.2M)
Filed 2026-10-23
West Branch Capital LLC
DECREASED
Shares88,770 from 89,356
Change-586 (-1%)
Value$30.5M (-$1.4M)
Filed 2026-10-20
Segment Wealth Management, LLC
DECREASED
Shares88,756 from 90,647
Change-1,891 (-2%)
Value$30.5M (-$1.9M)
Filed 2026-10-26
Smith Salley Wealth Management
INCREASED
Shares88,514 from 86,221
Change+2,293 (+3%)
Value$30.5M (-$357.0K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares88,512 from 63,543
Change+24,969 (+39%)
Value$30.5M (+$8.0M)
Filed 2026-10-13
Focus Financial Network, Inc.
DECREASED
Shares88,182 from 90,075
Change-1,893 (-2%)
Value$30.3M (-$1.8M)
Filed 2026-10-14
Westover Capital Advisors, LLC
INCREASED
Shares88,151 from 84,614
Change+3,537 (+4%)
Value$30.3M (+$92.5K)
Filed 2026-10-26
Trust Co of Vermont
DECREASED
Shares88,141 from 90,436
Change-2,295 (-3%)
Value$30.3M (-$2.0M)
Filed 2026-10-21
Moran Wealth Management, LLC
INCREASED
Shares87,267 from 84,341
Change+2,926 (+3%)
Value$30.0M (-$114.1K)
Filed 2026-10-22
Verdence Capital Advisors LLC
INCREASED
Shares87,245 from 74,960
Change+12,285 (+16%)
Value$30.0M (+$3.2M)
Filed 2026-10-26
Telos Capital Management, Inc.
DECREASED
Shares87,085 from 87,229
Change-144 (0%)
Value$30.0M (-$1.2M)
Filed 2026-11-02
Sierra Summit Advisors LLC
INCREASED
Shares87,040 from 86,983
Change+57 (+0%)
Value$29.9M (-$1.1M)
Filed 2026-10-28
Davis-Rea Ltd.
DECREASED
Shares86,927 from 88,527
Change-1,600 (-2%)
Value$29.9M (-$1.7M)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares86,259 from 93,515
Change-7,256 (-8%)
Value$29.7M (-$3.7M)
Filed 2026-10-13
Princeton Capital Management LLC
INCREASED
Shares85,830 from 85,652
Change+178 (+0%)
Value$29.5M (-$1.1M)
Filed 2026-10-27
Laurion Capital Management LP
NEW
Shares85,600
Change+85,600
Value$29.5M
Filed 2026-10-30
Independence Bank of Kentucky
INCREASED
Shares85,236 from 84,951
Change+285 (+0%)
Value$29.3M (-$1.0M)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares85,126 from 85,938
Change-812 (-1%)
Value$28.9M (-$1.8M)
Filed 2026-10-23
Bourne Lent Asset Management Inc
DECREASED
Shares85,061 from 90,108
Change-5,047 (-6%)
Value$29.3M (-$2.9M)
Filed 2026-11-05
Washington Trust Bank
INCREASED
Shares84,917 from 83,617
Change+1,300 (+2%)
Value$29.2M (-$664.0K)
Filed 2026-11-03
Ledyard National Bank
DECREASED
Shares84,780 from 87,502
Change-2,722 (-3%)
Value$29.2M (-$2.1M)
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares84,718 from 83,246
Change+1,472 (+2%)
Value$29.9M (+$131.9K)
Filed 2026-10-13
Maxi Investments CY Ltd
DECREASED
Shares84,375 from 93,798
Change-9,423 (-10%)
Value$29.0M (-$4.5M)
Filed 2026-10-26
Marietta Wealth Management, LLC
DECREASED
Shares83,826 from 156,683
Change-72,857 (-46%)
Value$29.1M (-$26.9M)
Filed 2026-10-22
Allen Operations LLC
UNCHANGED
Shares83,380 from 83,380
Change0 (0%)
Value$28.7M (-$1.1M)
Filed 2026-11-03
TBH Global Asset Management, LLC
INCREASED
Shares83,252 from 47,861
Change+35,391 (+74%)
Value$28.5M (+$11.4M)
Filed 2026-11-03
Third View Private Wealth, LLC
INCREASED
Shares83,242 from 83,154
Change+88 (+0%)
Value$28.6M (-$1.1M)
Filed 2026-10-30
Allen Investment Management, LLC
INCREASED
Shares83,074 from 80,505
Change+2,569 (+3%)
Value$28.6M (-$186.0K)
Filed 2026-11-03
Elyxium Wealth, LLC
INCREASED
Shares82,994 from 82,918
Change+76 (+0%)
Value$28.6M (-$1.1M)
Filed 2026-10-27
CV Advisors LLC
INCREASED
Shares82,678 from 80,899
Change+1,779 (+2%)
Value$28.4M (-$463.0K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares82,622 from 84,580
Change-1,958 (-2%)
Value$28.4M (-$1.8M)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares82,266 from 69,753
Change+12,513 (+18%)
Value$28.3M (+$3.4M)
Filed 2026-10-23
Intesa Sanpaolo Wealth Management
INCREASED
Shares81,826 from 78,009
Change+3,817 (+5%)
Value$28.2M (+$277.1K)
Filed 2026-10-28
Jacobs & Co
DECREASED
Shares81,217 from 81,380
Change-163 (0%)
Value$27.9M (-$1.1M)
Filed 2026-10-09
Mezzasalma Advisors, LLC
DECREASED
Shares81,069 from 82,214
Change-1,145 (-1%)
Value$27.9M (-$1.5M)
Filed 2026-10-14
Montag A & Associates Inc
DECREASED
Shares81,064 from 82,715
Change-1,651 (-2%)
Value$27.9M (-$1.7M)
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares80,894 from 81,020
Change-126 (0%)
Value$27.8M (-$1.1M)
Filed 2026-10-08
First Financial Bank - Trust Division
INCREASED
Shares80,432 from 79,016
Change+1,416 (+2%)
Value$27.7M (-$562.9K)
Filed 2026-10-01
OAK Ridge Investments LLC
DECREASED
Shares80,251 from 83,209
Change-2,958 (-4%)
Value$27.6M (-$2.1M)
Filed 2026-10-30
Certuity, LLC
INCREASED
Shares80,205 from 79,475
Change+730 (+1%)
Value$27.6M (-$609.1K)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
INCREASED
Shares79,993 from 73,754
Change+6,239 (+8%)
Value$27.5M (+$1.2M)
Filed 2026-10-22
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares79,228 from 85,922
Change-6,694 (-8%)
Value$27.3M (-$3.4M)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
DECREASED
Shares79,130 from 82,341
Change-3,211 (-4%)
Value$27.2M (-$2.2M)
Filed 2026-10-15
Aaron Wealth Advisors LLC
DECREASED
Shares79,023 from 80,055
Change-1,032 (-1%)
Value$27.2M (-$1.4M)
Filed 2026-10-13
Arjuna Capital
DECREASED
Shares78,935 from 81,901
Change-2,966 (-4%)
Value$27.2M (-$2.1M)
Filed 2026-11-03
Consolidated Investment Group LLC
UNCHANGED
Shares78,625 from 78,625
Change0 (0%)
Value$27.1M (-$1.0M)
Filed 2026-11-04
Pzena Investment Management LLC
DECREASED
Shares78,539 from 171,157
Change-92,618 (-54%)
Value$27.0M (-$34.1M)
Filed 2026-10-30
Bright Rock Capital Management, LLC
UNCHANGED
Shares78,000 from 78,000
Change0 (0%)
Value$26.8M (-$1.0M)
Filed 2026-10-05
Destiny Wealth Partners, LLC
INCREASED
Shares77,924 from 58,200
Change+19,724 (+34%)
Value$21.7M (+$1.0M)
Filed 2026-11-05
Fulcrum Capital LLC
INCREASED
Shares77,212 from 75,937
Change+1,275 (+2%)
Value$26.6M (-$570.6K)
Filed 2026-10-15
White Pine Investment Co
DECREASED
Shares76,923 from 79,021
Change-2,098 (-3%)
Value$26.5M (-$1.8M)
Filed 2026-10-15
AlphaStar Capital Management, LLC
INCREASED
Shares76,268 from 73,215
Change+3,053 (+4%)
Value$26.2M (+$77.3K)
Filed 2026-10-16
Physicians Financial Services, Inc.
DECREASED
Shares76,054 from 76,506
Change-452 (-1%)
Value$26.2M (-$1.2M)
Filed 2026-11-04
Lockheed Martin Investment Management Co
DECREASED
Shares76,020 from 326,520
Change-250,500 (-77%)
Value$26.2M (-$90.5M)
Filed 2026-11-04
Atwater Malick LLC
DECREASED
Shares75,894 from 77,460
Change-1,566 (-2%)
Value$26.1M (-$1.6M)
Filed 2026-10-15
Mill Capital Management, LLC
DECREASED
Shares75,798 from 75,819
Change-21 (0%)
Value$26.1M (-$1.0M)
Filed 2026-10-26
Ascent Wealth Partners, LLC
INCREASED
Shares75,625 from 74,538
Change+1,087 (+1%)
Value$26.0M (-$616.6K)
Filed 2026-10-23
Phraction Management LLC
DECREASED
Shares75,383 from 76,858
Change-1,475 (-2%)
Value$25.9M (-$1.5M)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares75,020 from 72,183
Change+2,837 (+4%)
Value$25.8M (+$17.0K)
Filed 2026-10-29
Eldred Rock Partners, LLC
INCREASED
Shares74,950 from 74,290
Change+660 (+1%)
Value$25.8M (-$760.2K)
Filed 2026-10-13
CenterBook Partners LP
DECREASED
Shares74,947 from 128,118
Change-53,171 (-41%)
Value$25.8M (-$20.0M)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
INCREASED
Shares74,577 from 73,746
Change+831 (+1%)
Value$25.7M (-$694.3K)
Filed 2026-10-16
North Point Portfolio Managers Corp
DECREASED
Shares73,928 from 75,925
Change-1,997 (-3%)
Value$25.4M (-$1.7M)
Filed 2026-10-07
Stanley-Laman Group, Ltd.
DECREASED
Shares73,544 from 74,676
Change-1,132 (-2%)
Value$25.3M (-$1.4M)
Filed 2026-10-20
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares73,439 from 75,704
Change-2,265 (-3%)
Value$25.3M (-$1.8M)
Filed 2026-10-26
Westwood Wealth Management
DECREASED
Shares72,929 from 73,544
Change-615 (-1%)
Value$25.1M (-$1.2M)
Filed 2026-10-29
Aspiriant, LLC
INCREASED
Shares72,854 from 72,268
Change+586 (+1%)
Value$25.1M (-$759.8K)
Filed 2026-10-16
Arbejdsmarkedets Tillaegspension
DECREASED
Shares72,800 from 76,188
Change-3,388 (-4%)
Value$25.0M (-$2.2M)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares72,671 from 68,722
Change+3,949 (+6%)
Value$25.0M (+$445.6K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares72,126 from 71,079
Change+1,047 (+1%)
Value$24.8M (-$584.6K)
Filed 2026-10-16
Isthmus Partners, LLC
INCREASED
Shares71,602 from 70,087
Change+1,515 (+2%)
Value$24.6M (-$410.2K)
Filed 2026-10-21
Lynch Asset Management, Inc.
INCREASED
Shares71,350 from 71,250
Change+100 (+0%)
Value$24.6M (-$912.5K)
Filed 2026-10-28
Cohen Capital Management, Inc.
UNCHANGED
Shares71,072 from 71,072
Change0 (0%)
Value$24.5M (-$944.5K)
Filed 2026-10-14
PKO Investment Management Joint-Stock Co
INCREASED
Shares71,000 from 68,000
Change+3,000 (+4%)
Value$24.4M (+$128.5K)
Filed 2026-10-19
Strategic Advisors LLC
DECREASED
Shares70,904 from 74,223
Change-3,319 (-4%)
Value$24.4M (-$2.1M)
Filed 2026-10-13
WoodTrust Financial Corp
DECREASED
Shares70,847 from 72,155
Change-1,308 (-2%)
Value$24.4M (-$1.4M)
Filed 2026-10-09
Sendero Wealth Management, LLC
DECREASED
Shares70,626 from 78,783
Change-8,157 (-10%)
Value$24.3M (-$3.9M)
Filed 2026-10-14
Norden Group LLC
INCREASED
Shares70,517 from 68,855
Change+1,662 (+2%)
Value$24.3M (-$343.2K)
Filed 2026-10-20
Embree Financial Group
INCREASED
Shares70,362 from 69,164
Change+1,198 (+2%)
Value$24.2M (-$506.9K)
Filed 2026-10-22
RKL Wealth Management LLC
DECREASED
Shares70,211 from 72,658
Change-2,447 (-3%)
Value$24.2M (-$1.8M)
Filed 2026-10-16
Confluence Wealth Services, Inc.
INCREASED
Shares69,687 from 58,617
Change+11,070 (+19%)
Value$24.0M (+$3.0M)
Filed 2026-11-05
Sage Capital Advisors,llc
DECREASED
Shares69,626 from 70,277
Change-651 (-1%)
Value$24.0M (-$1.2M)
Filed 2026-10-13
Rossmore Private Capital
INCREASED
Shares69,548 from 69,373
Change+175 (+0%)
Value$23.9M (-$861.8K)
Filed 2026-10-27
CRA Financial Services, LLC
INCREASED
Shares68,989 from 68,605
Change+384 (+1%)
Value$23.7M (-$779.5K)
Filed 2026-10-16
Regatta Capital Group, LLC
INCREASED
Shares68,941 from 68,081
Change+860 (+1%)
Value$23.7M (-$609.0K)
Filed 2026-10-23
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares68,795 from 7,183
Change+61,612 (+858%)
Value$23.7M (+$21.1M)
Filed 2026-11-04
Angeles Wealth Management, LLC
DECREASED
Shares68,644 from 72,545
Change-3,901 (-5%)
Value$23.6M (-$2.3M)
Filed 2026-10-26
SevenBridge Financial Group, LLC
DECREASED
Shares68,640 from 75,186
Change-6,546 (-9%)
Value$23.4M (-$3.3M)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED
Shares68,451 from 71,362
Change-2,911 (-4%)
Value$23.6M (-$2.0M)
Filed 2026-10-20
Fragasso Financial Advisors Inc
DECREASED
Shares68,284 from 70,027
Change-1,743 (-2%)
Value$24.0M (-$1.0M)
Filed 2026-10-13
Strategy Asset Managers LLC
DECREASED
Shares68,277 from 70,414
Change-2,137 (-3%)
Value$23.5M (-$1.7M)
Filed 2026-10-14
Stackstone Wealth, LLC
NEW
Shares68,261
Change+68,261
Value$23.5M
Filed 2026-10-19
Renaissance Investment Group LLC
DECREASED
Shares68,223 from 69,694
Change-1,471 (-2%)
Value$23.5M (-$1.4M)
Filed 2026-10-28
Columbia Asset Management
DECREASED
Shares68,222 from 72,262
Change-4,040 (-6%)
Value$23.5M (-$2.4M)
Filed 2026-10-19
Leuthold Group, LLC
INCREASED
Shares67,882 from 63,893
Change+3,989 (+6%)
Value$23.4M (+$523.4K)
Filed 2026-11-04
Valicenti Advisory Services Inc
INCREASED
Shares67,442 from 64,995
Change+2,447 (+4%)
Value$23.2M (-$21.0K)
Filed 2026-10-23
Rockport Wealth LLC
DECREASED
Shares67,319 from 83,863
Change-16,544 (-20%)
Value$23.2M (-$6.8M)
Filed 2026-11-03
Oak Harvest Investment Services
INCREASED
Shares67,099 from 49,006
Change+18,093 (+37%)
Value$23.1M (+$5.6M)
Filed 2026-10-20
Princeton Global Asset Management LLC
INCREASED
Shares66,677 from 65,113
Change+1,564 (+2%)
Value$22.9M (-$327.1K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares66,609 from 51,922
Change+14,687 (+28%)
Value$22.9M (+$4.4M)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares65,832 from 60,463
Change+5,369 (+9%)
Value$22.3M (+$427.4K)
Filed 2026-11-02
Tompkins Financial Corp
DECREASED
Shares65,739 from 67,872
Change-2,133 (-3%)
Value$22.6M (-$1.6M)
Filed 2026-10-05
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares65,397 from 68,674
Change-3,277 (-5%)
Value$22.5M (-$2.0M)
Filed 2026-10-09
Strategic Blueprint, LLC
INCREASED
Shares65,374 from 64,947
Change+427 (+1%)
Value$22.5M (-$716.2K)
Filed 2026-10-22
Cardinal Capital Management
INCREASED
Shares64,494 from 63,551
Change+943 (+1%)
Value$22.2M (-$520.1K)
Filed 2026-10-21
Vantage Investment Partners, LLC
INCREASED
Shares64,489 from 46,341
Change+18,148 (+39%)
Value$22.2M (+$5.6M)
Filed 2026-10-27
Welch Group, LLC
INCREASED
Shares64,381 from 63,087
Change+1,294 (+2%)
Value$22.2M (-$393.0K)
Filed 2026-10-29
First Horizon Corp
DECREASED
Shares64,237 from 65,340
Change-1,103 (-2%)
Value$22.1M (-$1.2M)
Filed 2026-10-26
Ridgecrest Wealth Partners, LLC
INCREASED
Shares64,093 from 63,336
Change+757 (+1%)
Value$22.1M (-$581.3K)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
INCREASED
Shares64,087 from 63,546
Change+541 (+1%)
Value$22.1M (-$658.4K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares64,015 from 59,180
Change+4,835 (+8%)
Value$22.0M (+$877.4K)
Filed 2026-10-08
Crystal Rock Capital Management
UNCHANGED
Shares63,975 from 63,975
Change0 (0%)
Value$22.0M (-$850.2K)
Filed 2026-10-28
GPM Growth Investors, Inc.
DECREASED
Shares63,883 from 64,721
Change-838 (-1%)
Value$22.0M (-$1.1M)
Filed 2026-10-30
F&V Capital Management, LLC
INCREASED
Shares63,877 from 62,966
Change+911 (+1%)
Value$22.0M (-$523.0K)
Filed 2026-10-19
North Star Investment Management Corp.
DECREASED
Shares63,760 from 64,315
Change-555 (-1%)
Value$21.9M (-$1.0M)
Filed 2026-10-27
Cooper Financial Group
INCREASED
Shares63,730 from 63,704
Change+26 (+0%)
Value$21.9M (-$837.5K)
Filed 2026-10-07
Wespac Advisors SoCal, LLC
INCREASED
Shares63,520 from 63,161
Change+359 (+1%)
Value$21.9M (-$715.8K)
Filed 2026-10-13
Banque de Luxembourg S.A.
DECREASED
Shares63,319 from 66,228
Change-2,909 (-4%)
Value$21.8M (-$1.9M)
Filed 2026-10-14
AMG National Trust Bank
INCREASED
Shares63,254 from 62,184
Change+1,070 (+2%)
Value$21.8M (-$458.3K)
Filed 2026-11-05
Summit Global Investments
INCREASED
Shares63,229 from 32,779
Change+30,450 (+93%)
Value$21.8M (+$10.0M)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares62,985 from 64,449
Change-1,464 (-2%)
Value$21.7M (-$1.4M)
Filed 2026-11-02
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares62,806 from 62,224
Change+582 (+1%)
Value$21.6M (-$626.7K)
Filed 2026-10-23
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares62,686 from 62,244
Change+442 (+1%)
Value$21.6M (-$675.1K)
Filed 2026-10-08
BNC Wealth Management, LLC
INCREASED
Shares62,388 from 56,259
Change+6,129 (+11%)
Value$21.5M (+$1.4M)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares62,161 from 62,811
Change-650 (-1%)
Value$21.4M (-$1.1M)
Filed 2026-10-07
TritonPoint Partners, LLC
DECREASED
Shares61,995 from 138,201
Change-76,206 (-55%)
Value$21.3M (-$28.1M)
Filed 2026-11-05
Duncker Streett & Co Inc
DECREASED
Shares61,973 from 62,014
Change-41 (0%)
Value$21.3M (-$838.3K)
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
INCREASED
Shares61,948 from 61,078
Change+870 (+1%)
Value$21.3M (-$512.4K)
Filed 2026-10-15
Myriad Asset Management Advisors LLC
INCREASED
Shares61,727 from 54,117
Change+7,610 (+14%)
Value$21.2M (+$1.9M)
Filed 2026-11-03
Two Point Capital Management, Inc.
DECREASED
Shares61,317 from 63,595
Change-2,278 (-4%)
Value$21.1M (-$1.6M)
Filed 2026-10-16
Teamwork Financial Advisors, LLC
DECREASED
Shares61,089 from 68,458
Change-7,369 (-11%)
Value$21.0M (-$3.4M)
Filed 2026-10-19
Legacy Advisors, LLC
DECREASED
Shares60,822 from 66,230
Change-5,408 (-8%)
Value$20.9M (-$2.7M)
Filed 2026-10-19
Buttonwood Financial Advisors Inc.
DECREASED
Shares60,793 from 61,556
Change-763 (-1%)
Value$20.9M (-$1.1M)
Filed 2026-10-13
United Capital Management of KS, Inc.
INCREASED
Shares60,560 from 60,237
Change+323 (+1%)
Value$20.8M (-$689.2K)
Filed 2026-11-04
Maestria Partners LLC
UNCHANGED
Shares60,500 from 60,500
Change0 (0%)
Value$20.8M (-$804.0K)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED
Shares60,411 from 59,728
Change+683 (+1%)
Value$20.8M (-$558.8K)
Filed 2026-10-19
McGuire Investment Group, LLC
DECREASED
Shares60,387 from 62,617
Change-2,230 (-4%)
Value$20.8M (-$1.6M)
Filed 2026-10-23
Cove Private Wealth, LLC
INCREASED
Shares60,254 from 58,554
Change+1,700 (+3%)
Value$20.7M (-$193.2K)
Filed 2026-10-28
Integrated Capital Management, LLC
DECREASED
Shares60,214 from 60,318
Change-104 (0%)
Value$20.7M (-$837.5K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares60,196 from 60,075
Change+121 (+0%)
Value$20.7M (-$756.7K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares60,125 from 58,346
Change+1,779 (+3%)
Value$20.7M (-$163.3K)
Filed 2026-11-04
IPG Investment Advisors LLC
INCREASED
Shares59,761 from 57,503
Change+2,258 (+4%)
Value$20.6M (+$12.7K)
Filed 2026-10-30
Bell Asset Management Ltd
DECREASED
Shares59,294 from 76,016
Change-16,722 (-22%)
Value$20.4M (-$6.8M)
Filed 2026-10-08
American Assets Investment Management, LLC
UNCHANGED
Shares59,000 from 59,000
Change0 (0%)
Value$20.3M (-$784.1K)
Filed 2026-10-30
Foyston, Gordon & Payne Inc
DECREASED
Shares58,951 from 68,181
Change-9,230 (-14%)
Value$20.3M (-$4.2M)
Filed 2026-11-02
Luma Capital S.A. - SPF
UNCHANGED
Shares58,870 from 58,870
Change0 (0%)
Value$20.3M (-$782.4K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares58,795 from 57,600
Change+1,195 (+2%)
Value$20.2M (-$354.6K)
Filed 2026-10-29
Cortland Associates Inc
DECREASED
Shares58,600 from 60,471
Change-1,871 (-3%)
Value$20.2M (-$1.4M)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares58,553 from 73,493
Change-14,940 (-20%)
Value$20.1M (-$6.1M)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED
Shares58,505 from 58,631
Change-126 (0%)
Value$20.1M (-$822.4K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares58,474 from 58,053
Change+421 (+1%)
Value$20.1M (-$626.7K)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares58,440 from 58,828
Change-388 (-1%)
Value$20.1M (-$915.2K)
Filed 2026-10-30
Schear Investment Advisers, LLC
INCREASED
Shares58,134 from 39,022
Change+19,112 (+49%)
Value$20.0M (+$6.1M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares58,134 from 56,376
Change+1,758 (+3%)
Value$20.0M (-$144.2K)
Filed 2026-10-14
Tctc Holdings, LLC
DECREASED
Shares58,112 from 58,183
Change-71 (0%)
Value$20.0M (-$797.5K)
Filed 2026-11-02
Argonautica Private Wealth Management, Inc
DECREASED
Shares57,929 from 60,347
Change-2,418 (-4%)
Value$19.9M (-$1.6M)
Filed 2026-11-02
LRZ Capital LLC
NEW
Shares57,884
Change+57,884
Value$19.9M
Filed 2026-11-05
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares57,766 from 58,753
Change-987 (-2%)
Value$19.9M (-$1.1M)
Filed 2026-10-06
Liberty Capital Management, Inc.
DECREASED
Shares57,667 from 59,880
Change-2,213 (-4%)
Value$19.8M (-$1.6M)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares57,640 from 52,669
Change+4,971 (+9%)
Value$20.2M (+$871.6K)
Filed 2026-10-08
Mirova US LLC
DECREASED
Shares57,607 from 67,085
Change-9,478 (-14%)
Value$19.8M (-$4.2M)
Filed 2026-11-05
Mirador Capital Partners LP
INCREASED
Shares57,592 from 55,995
Change+1,597 (+3%)
Value$19.8M (-$194.5K)
Filed 2026-10-09
Stockman Wealth Management, Inc.
DECREASED
Shares57,369 from 58,038
Change-669 (-1%)
Value$19.7M (-$1.0M)
Filed 2026-10-27
Focused Wealth Management, Inc
INCREASED
Shares57,239 from 51,658
Change+5,581 (+11%)
Value$19.7M (+$1.2M)
Filed 2026-10-30
Symphony Financial, Ltd. Co.
INCREASED
Shares56,966 from 46,676
Change+10,290 (+22%)
Value$19.8M (+$3.2M)
Filed 2026-10-22
First Interstate Bank
DECREASED
Shares56,896 from 59,031
Change-2,135 (-4%)
Value$19.6M (-$1.5M)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares56,668 from 54,349
Change+2,319 (+4%)
Value$19.5M (+$75.6K)
Filed 2026-10-26
Archford Capital Strategies, LLC
INCREASED
Shares56,632 from 56,589
Change+43 (+0%)
Value$19.5M (-$737.3K)
Filed 2026-10-19
Carderock Capital Management Inc
DECREASED
Shares56,333 from 56,486
Change-153 (0%)
Value$19.4M (-$803.3K)
Filed 2026-10-22
Premier Fund Managers Ltd
INCREASED
Shares55,898 from 50,330
Change+5,568 (+11%)
Value$19.1M (+$19.0M)
Filed 2026-11-02
Camden National Bank
DECREASED
Shares55,858 from 56,468
Change-610 (-1%)
Value$19.2M (-$960.3K)
Filed 2026-11-02
LS Investment Advisors, LLC
DECREASED
Shares55,760 from 55,940
Change-180 (0%)
Value$19.2M (-$805.4K)
Filed 2026-10-13
Cypress Capital Group
INCREASED
Shares55,586 from 50,230
Change+5,356 (+11%)
Value$19.1M (+$1.2M)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares55,250 from 53,506
Change+1,744 (+3%)
Value$19.0M (-$111.1K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares55,107 from 60,398
Change-5,291 (-9%)
Value$19.0M (-$2.6M)
Filed 2026-10-15
Capital Asset Advisory Services LLC
DECREASED
Shares55,101 from 60,426
Change-5,325 (-9%)
Value$17.9M (-$3.7M)
Filed 2026-10-30
Griffin Asset Management, Inc.
DECREASED
Shares54,897 from 61,034
Change-6,137 (-10%)
Value$18.9M (-$2.9M)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares54,849 from 36,831
Change+18,018 (+49%)
Value$18.9M (+$8.3M)
Filed 2026-10-13
Lazari Capital Management, Inc.
DECREASED
Shares54,769 from 55,238
Change-469 (-1%)
Value$18.8M (-$895.4K)
Filed 2026-10-20
Plimoth Trust Co LLC
INCREASED
Shares54,758 from 53,553
Change+1,205 (+2%)
Value$18.8M (-$297.1K)
Filed 2026-10-26
Cigna Investments Inc
DECREASED
Shares54,640 from 55,156
Change-516 (-1%)
Value$18.8M (-$910.0K)
Filed 2026-10-19
Woodmont Investment Counsel LLC
INCREASED
Shares54,588 from 51,860
Change+2,728 (+5%)
Value$18.8M (+$249.4K)
Filed 2026-10-29
Financial Partners Group, Inc
INCREASED
Shares54,557 from 54,421
Change+136 (+0%)
Value$18.8M (-$676.4K)
Filed 2026-10-19
Allen Capital Group, LLC
INCREASED
Shares54,544 from 54,324
Change+220 (+0%)
Value$18.8M (-$646.2K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
DECREASED
Shares54,426 from 56,621
Change-2,195 (-4%)
Value$18.7M (-$1.5M)
Filed 2026-10-26
Weybosset Research & Management LLC
DECREASED
Shares54,420 from 55,288
Change-868 (-2%)
Value$18.7M (-$1.0M)
Filed 2026-10-19
M Holdings Securities, Inc.
DECREASED
Shares54,232 from 55,041
Change-809 (-1%)
Value$16.3K (-$19.6M)
Filed 2026-11-03
Red Spruce Capital, LLC
DECREASED
Shares54,204 from 54,778
Change-574 (-1%)
Value$18.7M (-$925.5K)
Filed 2026-10-07
Argentarii, LLC
INCREASED
Shares54,183 from 54,111
Change+72 (+0%)
Value$18.6M (+$39.9K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED
Shares54,070 from 33,895
Change+20,175 (+60%)
Value$18.6M (+$6.5M)
Filed 2026-10-29
Bender Robert & Associates
DECREASED
Shares53,915 from 54,533
Change-618 (-1%)
Value$18.6M (-$937.4K)
Filed 2026-10-21
Brady Family Wealth, LLC
DECREASED
Shares53,747 from 58,107
Change-4,360 (-7%)
Value$18.5M (-$2.3M)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
INCREASED
Shares53,727 from 52,960
Change+767 (+1%)
Value$18.5M (-$439.7K)
Filed 2026-10-08
Ipswich Investment Management Co., Inc.
DECREASED
Shares53,479 from 54,739
Change-1,260 (-2%)
Value$18.4M (-$1.2M)
Filed 2026-10-13
Premier Path Wealth Partners, LLC
INCREASED
Shares53,448 from 52,793
Change+655 (+1%)
Value$18.4M (-$476.0K)
Filed 2026-10-16
Mandatum Life Insurance Co Ltd
INCREASED
Shares53,142 from 46,210
Change+6,932 (+15%)
Value$18.3M (+$1.8M)
Filed 2026-11-06
Willis Investment Counsel
INCREASED
Shares53,139 from 49,797
Change+3,342 (+7%)
Value$18.3M (+$488.1K)
Filed 2026-10-20
Garde Capital, Inc.
INCREASED
Shares53,110 from 52,896
Change+214 (+0%)
Value$18.3M (-$629.3K)
Filed 2026-10-29
Twin Peaks Capital Ltd
UNCHANGED
Shares53,083 from 53,083
Change0 (0%)
Value$18.3M (-$705.5K)
Filed 2026-11-03
GFG Capital, LLC
INCREASED
Shares53,031 from 50,255
Change+2,776 (+6%)
Value$18.2M (+$287.1K)
Filed 2026-10-16
VAN Strum & Towne Inc.
DECREASED
Shares52,971 from 56,034
Change-3,063 (-5%)
Value$18.2M (-$1.8M)
Filed 2026-11-06
Brown, Lisle Ings, Inc.
INCREASED
Shares52,898 from 52,545
Change+353 (+1%)
Value$18.2M (-$576.9K)
Filed 2026-10-16
Iowa State Bank
DECREASED
Shares52,673 from 60,152
Change-7,479 (-12%)
Value$18.1M (-$3.4M)
Filed 2026-10-06
CapWealth Advisors, LLC
DECREASED
Shares52,536 from 55,053
Change-2,517 (-5%)
Value$18.1M (-$1.6M)
Filed 2026-10-05
Buck Wealth Strategies, LLC
INCREASED
Shares52,416 from 50,520
Change+1,896 (+4%)
Value$18.0M (-$19.0K)
Filed 2026-10-28
Alpha Family Trust
UNCHANGED
Shares52,375 from 52,375
Change0 (0%)
Value$18.7M ($0)
Filed 2026-11-04
Capital Investment Counsel, LLC
DECREASED
Shares52,339 from 54,157
Change-1,818 (-3%)
Value$18.0M (-$1.3M)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares52,312 from 52,049
Change+263 (+1%)
Value$18.0M (-$601.1K)
Filed 2026-10-27
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares52,208 from 51,493
Change+715 (+1%)
Value$18.0M (-$438.0K)
Filed 2026-11-04
Cache Advisors, LLC
DECREASED
Shares52,029 from 58,815
Change-6,786 (-12%)
Value$17.9M (-$3.1M)
Filed 2026-10-16
Security National Bank
INCREASED
Shares51,983 from 49,838
Change+2,145 (+4%)
Value$17.9M (+$75.7K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
DECREASED
Shares51,855 from 52,190
Change-335 (-1%)
Value$17.8M (-$808.9K)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares51,850 from 387
Change+51,463 (+13298%)
Value$17.8M (+$17.7M)
Filed 2026-11-03
Cane Capital Partners, LLC
INCREASED
Shares51,726 from 48,510
Change+3,216 (+7%)
Value$17.8M (+$461.9K)
Filed 2026-10-23
Apollon Financial, LLC
INCREASED
Shares51,502 from 51,493
Change+9 (+0%)
Value$17.7M (-$681.2K)
Filed 2026-10-23
Arrow Financial Corp
DECREASED
Shares51,125 from 51,129
Change-4 (0%)
Value$17.6M (-$680.9K)
Filed 2026-10-26
Live Oak Private Wealth LLC
INCREASED
Shares51,035 from 51,031
Change+4 (+0%)
Value$17.6M (-$677.0K)
Filed 2026-11-02
Financial Security Advisor, Inc.
DECREASED
Shares50,869 from 52,607
Change-1,738 (-3%)
Value$17.5M (-$1.3M)
Filed 2026-11-03
Capital City Trust Co
INCREASED
Shares50,700 from 50,419
Change+281 (+1%)
Value$17.4M (-$573.4K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
INCREASED
Shares50,569 from 49,500
Change+1,069 (+2%)
Value$17.4M (-$290.0K)
Filed 2026-10-15
Guardian Partners Inc.
INCREASED
Shares50,544 from 50,312
Change+232 (+0%)
Value$17.4M (-$588.8K)
Filed 2026-10-21
Jacobi Capital Management LLC
INCREASED
Shares50,474 from 49,470
Change+1,004 (+2%)
Value$17.4M (-$312.1K)
Filed 2026-11-05
Sterling Investment Advisors, Ltd.
DECREASED
Shares50,468 from 51,497
Change-1,029 (-2%)
Value$17.4M (-$1.0M)
Filed 2026-10-27
High Note Wealth, LLC
DECREASED
Shares50,395 from 50,989
Change-594 (-1%)
Value$17.3M (-$882.0K)
Filed 2026-10-27
Naples Global Advisors, LLC
INCREASED
Shares50,382 from 49,957
Change+425 (+1%)
Value$17.3M (-$517.6K)
Filed 2026-11-05
Avity Investment Management Inc.
INCREASED
Shares50,152 from 49,885
Change+267 (+1%)
Value$17.3M (-$571.1K)
Filed 2026-10-09
Clarity Wealth Advisors, LLC
DECREASED
Shares50,081 from 50,981
Change-900 (-2%)
Value$17.2M (-$987.1K)
Filed 2026-10-21
FCG Investment Co
INCREASED
Shares50,057 from 43,698
Change+6,359 (+15%)
Value$17.2M (+$1.6M)
Filed 2026-10-13
Trust Point Inc.
INCREASED
Shares49,879 from 43,506
Change+6,373 (+15%)
Value$17.2M (+$1.6M)
Filed 2026-10-27
Moody National Bank Trust Division
INCREASED
Shares49,872 from 45,247
Change+4,625 (+10%)
Value$17.2M (+$990.0K)
Filed 2026-10-06
Victrix Investment Advisors
INCREASED
Shares49,689 from 44,038
Change+5,651 (+13%)
Value$17.1M (+$1.3M)
Filed 2026-10-13
Partners Wealth Management, LLC
INCREASED
Shares49,617 from 886
Change+48,731 (+5500%)
Value$17.1M (+$16.8M)
Filed 2026-10-28
Rayburn West Financial Services LLC
INCREASED
Shares49,578 from 46,362
Change+3,216 (+7%)
Value$17.1M (+$443.9K)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares49,430 from 49,453
Change-23 (0%)
Value$17.0M (-$641.8K)
Filed 2026-11-03
Portside Wealth Group, LLC
INCREASED
Shares49,339 from 48,871
Change+468 (+1%)
Value$17.0M (-$488.4K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares49,260 from 56,564
Change-7,304 (-13%)
Value$16.9M (-$3.3M)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares49,104 from 49,729
Change-625 (-1%)
Value$16.9M (-$875.9K)
Filed 2026-10-27
Fischer Financial Services, Inc.
DECREASED
Shares48,956 from 48,993
Change-37 (0%)
Value$16.8M (-$664.1K)
Filed 2026-10-30
Congress Park Capital LLC
INCREASED
Shares48,922 from 48,282
Change+640 (+1%)
Value$16.8M (-$421.4K)
Filed 2026-10-13
Sawyer & Company, Inc
DECREASED
Shares48,890 from 50,035
Change-1,145 (-2%)
Value$16.8M (-$1.1M)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares48,823 from 54,217
Change-5,394 (-10%)
Value$16.8M (-$2.6M)
Filed 2026-10-27
Summerhill Capital Management lnc.
DECREASED
Shares48,810 from 49,349
Change-539 (-1%)
Value$16.8M (-$841.3K)
Filed 2026-11-02
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares48,635 from 51,866
Change-3,231 (-6%)
Value$16.7M (-$1.8M)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares48,565 from 49,118
Change-553 (-1%)
Value$16.7M (-$842.9K)
Filed 2026-10-21
Hedeker Wealth, LLC
DECREASED
Shares48,560 from 49,243
Change-683 (-1%)
Value$16.7M (-$889.1K)
Filed 2026-10-23
Harmony Asset Management LLC
DECREASED
Shares48,542 from 49,338
Change-796 (-2%)
Value$16.7M (-$929.5K)
Filed 2026-10-20
N10 Wealth, LLC
INCREASED
Shares48,455 from 34,706
Change+13,749 (+40%)
Value$16.7M (+$4.3M)
Filed 2026-10-14
Everhart Financial Group, Inc.
INCREASED
Shares48,279 from 46,971
Change+1,308 (+3%)
Value$16.6M (-$174.1K)
Filed 2026-10-08
Heck Capital Advisors, LLC
INCREASED
Shares48,240 from 34,698
Change+13,542 (+39%)
Value$16.6M (+$4.2M)
Filed 2026-10-14
Postrock Partners LLC
INCREASED
Shares48,163 from 48,158
Change+5 (+0%)
Value$16.6M (-$638.3K)
Filed 2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED
Shares48,092 from 48,472
Change-380 (-1%)
Value$16.5M (-$775.0K)
Filed 2026-10-21
Columbia Bank
INCREASED
Shares48,070 from 45,327
Change+2,743 (+6%)
Value$16.5M (+$341.4K)
Filed 2026-10-29
Lountzis Asset Management, LLC
DECREASED
Shares48,012 from 48,053
Change-41 (0%)
Value$16.5M (-$652.7K)
Filed 2026-10-30
Mcrae Capital Management Inc
DECREASED
Shares47,992 from 48,452
Change-460 (-1%)
Value$16.5M (-$802.2K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares47,986 from 48,143
Change-157 (0%)
Value$16.7M (-$491.9K)
Filed 2026-10-09
Geneva Partners, LLC
INCREASED
Shares47,809 from 47,371
Change+438 (+1%)
Value$16.5M (-$478.8K)
Filed 2026-10-26
Sycomore Asset Management
UNCHANGED
Shares47,803 from 47,803
Change0 (0%)
Value$18.6K ($0)
Filed 2026-10-26
Acumen Wealth Advisors, LLC
INCREASED
Shares47,783 from 43,174
Change+4,609 (+11%)
Value$16.4M (+$1.0M)
Filed 2026-11-05
S.E.E.D. Planning Group LLC
INCREASED
Shares47,702 from 42,179
Change+5,523 (+13%)
Value$16.4M (+$1.3M)
Filed 2026-10-07
Moneco Advisors, LLC
INCREASED
Shares47,512 from 41,188
Change+6,324 (+15%)
Value$16.3M (+$1.6M)
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares47,460 from 48,614
Change-1,154 (-2%)
Value$16.3M (-$1.0M)
Filed 2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED
Shares47,194 from 47,014
Change+180 (+0%)
Value$16.2M (-$562.0K)
Filed 2026-10-19
Manchester Capital Management LLC
DECREASED
Shares47,097 from 49,121
Change-2,024 (-4%)
Value$16.2M (-$1.3M)
Filed 2026-10-22
Westside Investment Management, Inc.
DECREASED
Shares47,094 from 47,244
Change-150 (0%)
Value$16.2M (-$684.8K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares46,941 from 46,311
Change+630 (+1%)
Value$16.2M (-$398.8K)
Filed 2026-11-04
Triasima Portfolio Management inc.
DECREASED
Shares46,906 from 47,985
Change-1,079 (-2%)
Value$16.1M (-$1.0M)
Filed 2026-10-15
Glass Wealth Management Co LLC
INCREASED
Shares46,852 from 45,186
Change+1,666 (+4%)
Value$16.1M (-$27.3K)
Filed 2026-10-28
Sepio Capital, LP
INCREASED
Shares46,845 from 45,522
Change+1,323 (+3%)
Value$16.1M (-$149.4K)
Filed 2026-10-22
Reliant Investment Management, LLC
DECREASED
Shares46,811 from 47,312
Change-501 (-1%)
Value$16.1M (-$801.2K)
Filed 2026-10-14
Sicart Associates LLC
DECREASED
Shares46,756 from 47,148
Change-392 (-1%)
Value$15.9M (-$924.7K)
Filed 2026-10-29
Nvwm, LLC
INCREASED
Shares46,587 from 45,860
Change+727 (+2%)
Value$16.0M (-$359.3K)
Filed 2026-10-14
San Luis Wealth Advisors LLC
INCREASED
Shares46,403 from 42,264
Change+4,139 (+10%)
Value$16.0M (+$862.6K)
Filed 2026-10-27
Strong Tower Advisory Services
DECREASED
Shares46,137 from 46,706
Change-569 (-1%)
Value$15.9M (-$816.5K)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares45,978 from 38,963
Change+7,015 (+18%)
Value$16.3M (+$2.3M)
Filed 2026-10-20
Nicollet Investment Management, Inc.
DECREASED
Shares45,965 from 46,782
Change-817 (-2%)
Value$15.8M (-$902.0K)
Filed 2026-10-14
Citadel Investment Advisory, Inc.
DECREASED
Shares45,959 from 46,669
Change-710 (-2%)
Value$15.8M (-$864.0K)
Filed 2026-10-15
Gunderson Capital Management LLC
INCREASED
Shares45,776 from 1,174
Change+44,602 (+3799%)
Value$15.8M (+$15.3M)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares45,725 from 48,482
Change-2,757 (-6%)
Value$15.7M (-$1.6M)
Filed 2026-10-13
Greenup Street Wealth Management LLC
INCREASED
Shares45,599 from 42,848
Change+2,751 (+6%)
Value$15.7M (+$377.1K)
Filed 2026-10-28
Strategic Wealth Investment Group, LLC
DECREASED
Shares45,380 from 46,826
Change-1,446 (-3%)
Value$15.6M (-$1.1M)
Filed 2026-10-29
Kurv Investment Management LLC
INCREASED
Shares45,374 from 41,650
Change+3,724 (+9%)
Value$15.6M (+$727.8K)
Filed 2026-10-28
NTV Asset Management LLC
INCREASED
Shares45,342 from 42,455
Change+2,887 (+7%)
Value$15.6M (+$429.4K)
Filed 2026-10-23
Jessup Wealth Management, Inc
INCREASED
Shares45,326 from 45,182
Change+144 (+0%)
Value$15.6M (-$551.1K)
Filed 2026-10-20
Intact Investment Management Inc.
DECREASED
Shares45,300 from 58,100
Change-12,800 (-22%)
Value$15.6M (-$5.2M)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares45,010 from 44,471
Change+539 (+1%)
Value$15.5M (-$405.7K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
INCREASED
Shares44,931 from 43,632
Change+1,299 (+3%)
Value$15.5M (-$132.7K)
Filed 2026-10-01
First Business Financial Services, Inc.
INCREASED
Shares44,847 from 43,589
Change+1,258 (+3%)
Value$15.4M (-$146.4K)
Filed 2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED
Shares44,768 from 45,647
Change-879 (-2%)
Value$15.4M (-$909.0K)
Filed 2026-11-02
Family Capital Trust Co
DECREASED
Shares44,545 from 44,769
Change-224 (0%)
Value$15.3M (-$672.1K)
Filed 2026-10-22
Appleton Partners Inc
DECREASED
Shares44,477 from 45,047
Change-570 (-1%)
Value$15.3M (-$795.0K)
Filed 2026-10-30
Long Road Investment Counsel, LLC
DECREASED
Shares44,225 from 46,405
Change-2,180 (-5%)
Value$15.2M (-$1.4M)
Filed 2026-11-04
Diversified Enterprises, LLC
INCREASED
Shares44,185 from 37,844
Change+6,341 (+17%)
Value$15.2M (+$1.7M)
Filed 2026-10-19
Central Pacific Bank - Trust Division
DECREASED
Shares43,974 from 44,960
Change-986 (-2%)
Value$15.1M (-$936.8K)
Filed 2026-10-06
Goodman Advisory Group, LLC
INCREASED
Shares43,896 from 42,704
Change+1,192 (+3%)
Value$15.1M (-$157.4K)
Filed 2026-11-02
Kestra Investment Management, LLC
DECREASED
Shares43,771 from 52,468
Change-8,697 (-17%)
Value$15.1M (-$3.7M)
Filed 2026-11-04
James Hambro & Partners LLP
INCREASED
Shares43,716 from 39,255
Change+4,461 (+11%)
Value$15.0M (+$1.0M)
Filed 2026-10-19
SFE Investment Counsel
INCREASED
Shares43,707 from 43,607
Change+100 (+0%)
Value$15.0M (-$545.1K)
Filed 2026-10-29
Chicago Trust Co NA
INCREASED
Shares43,534 from 37,328
Change+6,206 (+17%)
Value$15.0M (+$1.6M)
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares43,500 from 50,499
Change-6,999 (-14%)
Value$15.0M (-$3.1M)
Filed 2026-10-13
Xcel Wealth Management, LLC
DECREASED
Shares43,345 from 43,774
Change-429 (-1%)
Value$14.9M (-$729.4K)
Filed 2026-10-26
JB Capital LLC
INCREASED
Shares43,281 from 38,694
Change+4,587 (+12%)
Value$14.9M (+$1.1M)
Filed 2026-10-19
Graphene Investments SAS
INCREASED
Shares43,200 from 39,400
Change+3,800 (+10%)
Value$14.9M (+$783.9K)
Filed 2026-10-22
Flagship Capital Management Inc.
DECREASED
Shares43,179 from 43,409
Change-230 (-1%)
Value$14.9M (-$656.0K)
Filed 2026-10-20
Torray Investment Partners LLC
DECREASED
Shares42,919 from 45,093
Change-2,174 (-5%)
Value$14.8M (-$1.3M)
Filed 2026-10-30
Prosperitas Financial LLC
INCREASED
Shares42,826 from 41,137
Change+1,689 (+4%)
Value$14.7M (+$34.4K)
Filed 2026-10-28
Y.D. More Investments Ltd
INCREASED
Shares42,793 from 38,665
Change+4,128 (+11%)
Value$14.7M (+$889.9K)
Filed 2026-11-02
Grove Bank & Trust
DECREASED
Shares42,790 from 44,267
Change-1,477 (-3%)
Value$14.7M (-$1.1M)
Filed 2026-10-08
Spirit of America Management Corp
DECREASED
Shares42,700 from 43,100
Change-400 (-1%)
Value$14.7M (-$710.4K)
Filed 2026-10-14
Agate Pass Investment Management, LLC
DECREASED
Shares42,575 from 43,706
Change-1,131 (-3%)
Value$14.6M (-$969.9K)
Filed 2026-10-20
Brown Miller Wealth Management, LLC
INCREASED
Shares42,480 from 37,562
Change+4,918 (+13%)
Value$14.6M (+$1.2M)
Filed 2026-11-02
1834 Investment Advisors Co
DECREASED
Shares42,378 from 42,521
Change-143 (0%)
Value$14.6M (-$614.5K)
Filed 2026-10-16
Simon Quick Advisors, LLC
INCREASED
Shares42,345 from 19,658
Change+22,687 (+115%)
Value$14.6M (+$7.5M)
Filed 2026-10-26
Magnus Financial Group LLC
INCREASED
Shares42,332 from 41,120
Change+1,212 (+3%)
Value$14.6M (-$129.1K)
Filed 2026-10-21
TigerOak Management, L.L.C.
INCREASED
Shares42,198 from 41,507
Change+691 (+2%)
Value$14.5M (-$313.9K)
Filed 2026-10-23
Alta Advisers Ltd
INCREASED
Shares42,155 from 22,579
Change+19,576 (+87%)
Value$14.5M (+$6.4M)
Filed 2026-11-02
New England Research & Management, Inc.
INCREASED
Shares42,150 from 40,825
Change+1,325 (+3%)
Value$14.5M (-$86.7K)
Filed 2026-10-16
Fairfield Financial Advisors, LTD
DECREASED
Shares42,105 from 45,055
Change-2,950 (-7%)
Value$14.5M (-$1.6M)
Filed 2026-10-14
Harrell Investment Partners, LLC
DECREASED
Shares42,058 from 42,574
Change-516 (-1%)
Value$14.5M (-$743.2K)
Filed 2026-10-15
Compton Wealth Advisory Group, LLC
DECREASED
Shares42,014 from 42,659
Change-645 (-2%)
Value$14.2M (-$1.2M)
Filed 2026-10-13
RDA Financial Network
DECREASED
Shares42,012 from 44,277
Change-2,265 (-5%)
Value$14.5M (-$1.4M)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares41,971 from 38,811
Change+3,160 (+8%)
Value$14.4M (+$571.3K)
Filed 2026-10-28
Consolidated Capital Management, LLC
INCREASED
Shares41,935 from 41,871
Change+64 (+0%)
Value$14.4M (-$534.4K)
Filed 2026-10-13
Bell Bank
INCREASED
Shares41,890 from 40,741
Change+1,149 (+3%)
Value$14.4M (-$146.1K)
Filed 2026-10-21
FFG Partners, LLC
DECREASED
Shares41,874 from 41,920
Change-46 (0%)
Value$14.4M (-$573.0K)
Filed 2026-10-15
Perryman Financial Advisory Inc
INCREASED
Shares41,819 from 41,439
Change+380 (+1%)
Value$14.4M (-$420.1K)
Filed 2026-10-16
Wright Investors Service Inc
INCREASED
Shares41,785 from 36,381
Change+5,404 (+15%)
Value$14.4M (+$1.4M)
Filed 2026-11-02
Covenant Asset Management, LLC
DECREASED
Shares41,681 from 43,072
Change-1,391 (-3%)
Value$14.3M (-$1.1M)
Filed 2026-10-14
Ashton Thomas Securities, LLC
DECREASED
Shares41,563 from 42,008
Change-445 (-1%)
Value$14.3M (-$707.0K)
Filed 2026-10-26
Royal Fund Management, LLC
DECREASED
Shares41,203 from 41,555
Change-352 (-1%)
Value$14.2M (-$673.4K)
Filed 2026-10-22
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares41,183 from 41,106
Change+77 (+0%)
Value$14.2M (-$520.0K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares41,134 from 39,686
Change+1,448 (+4%)
Value$14.2M (-$29.1K)
Filed 2026-10-29
Hourglass Capital, LLC
DECREASED
Shares41,011 from 44,991
Change-3,980 (-9%)
Value$14.1M (-$2.0M)
Filed 2026-10-26
Studio Investment Management LLC
DECREASED
Shares40,987 from 48,000
Change-7,013 (-15%)
Value$14.1M (-$3.1M)
Filed 2026-10-22
Montecito Bank & Trust
DECREASED
Shares40,938 from 41,061
Change-123 (0%)
Value$14.1M (-$588.0K)
Filed 2026-10-01
Wormser Freres Gestion
INCREASED
Shares40,850 from 40,639
Change+211 (+1%)
Value$14.1M (-$742.0K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares40,841 from 32,609
Change+8,232 (+25%)
Value$14.1M (+$2.4M)
Filed 2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares40,787 from 39,612
Change+1,175 (+3%)
Value$14.0M (-$122.1K)
Filed 2026-10-19
True North Advisors, LLC
DECREASED
Shares40,522 from 92,303
Change-51,781 (-56%)
Value$13.9M (-$18.8M)
Filed 2026-10-22
Hoertkorn Richard Charles
DECREASED
Shares40,485 from 40,825
Change-340 (-1%)
Value$13.9M (-$659.6K)
Filed 2026-11-04
Nikulski Financial, Inc.
DECREASED
Shares40,455 from 41,796
Change-1,341 (-3%)
Value$13.9M (-$1.0M)
Filed 2026-11-06
Lake Street Private Wealth, LLC
INCREASED
Shares40,455 from 40,246
Change+209 (+1%)
Value$13.9M (-$463.1K)
Filed 2026-10-22
LVW Advisors, LLC
INCREASED
Shares40,316 from 37,947
Change+2,369 (+6%)
Value$13.9M (+$310.8K)
Filed 2026-10-19
Old Second National Bank of Aurora
DECREASED
Shares40,262 from 43,609
Change-3,347 (-8%)
Value$13.9M (-$1.7M)
Filed 2026-10-22
Huntleigh Advisors, Inc.
DECREASED
Shares39,964 from 40,554
Change-590 (-1%)
Value$13.8M (-$741.9K)
Filed 2026-11-03
Investment Research & Advisory Group, Inc.
DECREASED
Shares39,822 from 41,052
Change-1,230 (-3%)
Value$14.0M (-$970.6K)
Filed 2026-10-19
Hoey Investments, Inc
INCREASED
Shares39,476 from 38,987
Change+489 (+1%)
Value$13.6M (-$349.9K)
Filed 2026-10-29
Fulcrum Asset Management LLP
INCREASED
Shares39,218 from 37,652
Change+1,566 (+4%)
Value$13.4M (+$54.6K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED
Shares38,977 from 43,013
Change-4,036 (-9%)
Value$13.4M (-$2.0M)
Filed 2026-10-28
Bank of New Hampshire
DECREASED
Shares38,793 from 40,684
Change-1,891 (-5%)
Value$13.3M (-$1.2M)
Filed 2026-10-06
Advanced Asset Management Advisors Inc
UNCHANGED
Shares38,775 from 38,775
Change0 (0%)
Value$13.3M (-$515.3K)
Filed 2026-10-20
Aviso Wealth Management
DECREASED
Shares38,770 from 39,282
Change-512 (-1%)
Value$13.3M (-$698.6K)
Filed 2026-11-04
Legacy Wealth Management, LLC / MS
DECREASED
Shares38,727 from 40,424
Change-1,697 (-4%)
Value$13.3M (-$1.1M)
Filed 2026-10-30
Compass Wealth Management LLC
DECREASED
Shares38,669 from 38,729
Change-60 (0%)
Value$13.3M (-$535.4K)
Filed 2026-10-22
Oxler Private Wealth LLC
DECREASED
Shares38,645 from 38,653
Change-8 (0%)
Value$13.3M (-$516.5K)
Filed 2026-10-21
Boit C F David
INCREASED
Shares38,422 from 38,322
Change+100 (+0%)
Value$13.2M (-$510.6K)
Filed 2026-10-29
Stableford Capital II LLC
INCREASED
Shares38,273 from 38,154
Change+119 (+0%)
Value$13.2M (-$466.1K)
Filed 2026-10-09
180 Wealth Advisors, LLC
DECREASED
Shares38,263 from 38,497
Change-234 (-1%)
Value$13.2M (-$592.3K)
Filed 2026-11-03
Conning Inc.
INCREASED
Shares38,257 from 37,123
Change+1,134 (+3%)
Value$13.2M (-$103.2K)
Filed 2026-10-27
Churchill Financial Advisors, LLC
INCREASED
Shares38,240 from 38,040
Change+200 (+1%)
Value$13.2M (-$436.7K)
Filed 2026-10-20
Neumann Capital Management, LLC
NEW
Shares38,226
Change+38,226
Value$13.2M
Filed 2026-10-15
Parisi Gray Wealth Management
INCREASED
Shares38,223 from 37,906
Change+317 (+1%)
Value$13.2M (-$394.8K)
Filed 2026-10-16
Thomas Story & SON LLC
DECREASED
Shares38,156 from 38,216
Change-60 (0%)
Value$13.1M (-$528.5K)
Filed 2026-10-13
StrongBox Wealth, LLC
DECREASED
Shares38,137 from 39,443
Change-1,306 (-3%)
Value$13.1M (-$973.5K)
Filed 2026-11-02
LFG Wealth Partners, LLC
INCREASED
Shares38,110 from 35,554
Change+2,556 (+7%)
Value$13.1M (+$406.8K)
Filed 2026-10-28
Redmond Asset Management, LLC
DECREASED
Shares37,863 from 40,938
Change-3,075 (-8%)
Value$13.0M (-$1.6M)
Filed 2026-10-27
Hohimer Wealth Management, LLC
DECREASED
Shares37,794 from 37,879
Change-85 (0%)
Value$13.0M (-$532.7K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares37,748 from 36,077
Change+1,671 (+5%)
Value$13.0M (+$95.5K)
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares37,739 from 31,970
Change+5,769 (+18%)
Value$13.3M (+$1.6M)
Filed 2026-10-13
N10 Assets, LLC
INCREASED
Shares37,656 from 33,184
Change+4,472 (+13%)
Value$13.0M (+$1.1M)
Filed 2026-10-14
Vicus Capital
INCREASED
Shares37,473 from 37,294
Change+179 (+0%)
Value$12.9M (-$433.9K)
Filed 2026-11-05
Eagle Capital Management, LLC
DECREASED
Shares37,396 from 42,460
Change-5,064 (-12%)
Value$12.9M (-$2.3M)
Filed 2026-10-19
Trust Co of Oklahoma
DECREASED
Shares37,332 from 39,142
Change-1,810 (-5%)
Value$12.8M (-$1.1M)
Filed 2026-10-15
Culbertson A N & Co Inc
INCREASED
Shares37,306 from 36,433
Change+873 (+2%)
Value$12.8M (-$183.7K)
Filed 2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares37,128 from 37,609
Change-481 (-1%)
Value$12.8M (-$665.3K)
Filed 2026-11-02
Stenger Family Office, LLC
DECREASED
Shares36,896 from 47,428
Change-10,532 (-22%)
Value$13.1M (-$3.9M)
Filed 2026-10-22
Hoffman, Alan N Investment Management
DECREASED
Shares36,895 from 38,283
Change-1,388 (-4%)
Value$12.7M (-$986.4K)
Filed 2026-10-28
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares36,810 from 36,810
Change0 (0%)
Value$12.7M (-$489.2K)
Filed 2026-10-30
Granite Investment Partners, LLC
INCREASED
Shares36,721 from 35,691
Change+1,030 (+3%)
Value$12.6M (-$119.9K)
Filed 2026-11-04
Linscomb Wealth, Inc.
DECREASED
Shares36,533 from 37,659
Change-1,126 (-3%)
Value$12.6M (-$888.1K)
Filed 2026-11-05
Advisors Management Group Inc
DECREASED
Shares36,522 from 36,651
Change-129 (0%)
Value$12.6M (-$532.0K)
Filed 2026-11-05
RWQ Financial Management Services, Inc.
INCREASED
Shares36,460 from 26,401
Change+10,059 (+38%)
Value$12.5M (+$3.1M)
Filed 2026-10-19
Smithbridge Asset Management Inc
INCREASED
Shares36,445 from 35,274
Change+1,171 (+3%)
Value$12.5M (-$65.9K)
Filed 2026-10-19
E&G Advisors, LLC
DECREASED
Shares36,442 from 37,162
Change-720 (-2%)
Value$12.5M (-$741.6K)
Filed 2026-10-13
Integrated Financial Solutions, Inc.
INCREASED
Shares36,397 from 34,447
Change+1,950 (+6%)
Value$12.5M (+$213.2K)
Filed 2026-10-09
Cox Capital Mgt LLC
DECREASED
Shares36,343 from 36,607
Change-264 (-1%)
Value$12.5M (-$577.4K)
Filed 2026-10-07
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares36,254 from 37,071
Change-817 (-2%)
Value$12.7M (-$878.0K)
Filed 2026-10-19
Sigma Investment Counselors Inc
INCREASED
Shares36,216 from 33,073
Change+3,143 (+10%)
Value$12.5M (+$641.6K)
Filed 2026-10-27
Leelyn Smith, LLC
DECREASED
Shares36,209 from 39,170
Change-2,961 (-8%)
Value$12.5M (-$1.5M)
Filed 2026-11-03
Tanager Wealth Management LLP
INCREASED
Shares36,118 from 35,636
Change+482 (+1%)
Value$12.4M (-$307.7K)
Filed 2026-10-19
Texas Bank & Trust Co
INCREASED
Shares36,084 from 35,568
Change+516 (+1%)
Value$12.4M (-$295.2K)
Filed 2026-11-04
Tema Etfs LLC
DECREASED
Shares36,056 from 37,097
Change-1,041 (-3%)
Value$12.4M (-$851.2K)
Filed 2026-10-16
MinichMacGregor Wealth Management, LLC
DECREASED
Shares36,043 from 37,053
Change-1,010 (-3%)
Value$12.4M (-$840.2K)
Filed 2026-10-14
New Hampshire Trust
INCREASED
Shares35,965 from 35,961
Change+4 (+0%)
Value$12.4M (-$476.5K)
Filed 2026-10-20
Chapin Davis, Inc.
INCREASED
Shares35,904 from 35,627
Change+277 (+1%)
Value$12.4M (-$378.1K)
Filed 2026-10-09
Norway Savings Bank
INCREASED
Shares35,860 from 35,701
Change+159 (+0%)
Value$12.3M (-$419.8K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares35,828 from 27,710
Change+8,118 (+29%)
Value$12.3M (+$2.4M)
Filed 2026-11-04
Childress Capital Advisors, LLC
INCREASED
Shares35,793 from 34,308
Change+1,485 (+4%)
Value$12.3M (+$55.0K)
Filed 2026-10-28
Victory Financial Group, LLC
INCREASED
Shares35,594 from 21,592
Change+14,002 (+65%)
Value$12.2M (+$4.5M)
Filed 2026-10-27
Addenda Capital Inc.
UNCHANGED
Shares35,500 from 35,500
Change0 (0%)
Value$12.2M (-$462.9K)
Filed 2026-10-13
Berbice Capital Management LLC
INCREASED
Shares35,270 from 34,261
Change+1,009 (+3%)
Value$12.1M (-$108.2K)
Filed 2026-10-13
Canopy Partners, LLC
INCREASED
Shares35,103 from 34,397
Change+706 (+2%)
Value$12.1M (-$214.2K)
Filed 2026-10-28
Helios Capital Management Pte. LTD
UNCHANGED
Shares35,100 from 35,100
Change0 (0%)
Value$12.1M (-$466.5K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares35,003 from 35,036
Change-33 (0%)
Value$12.0M (-$476.8K)
Filed 2026-10-08
Greater Midwest Financial Group, LLC
INCREASED
Shares34,942 from 34,519
Change+423 (+1%)
Value$12.0M (-$313.3K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares34,906 from 33,305
Change+1,601 (+5%)
Value$12.0M (+$108.3K)
Filed 2026-11-02
Kassira Wealth Management LLC
INCREASED
Shares34,819 from 31,020
Change+3,799 (+12%)
Value$12.0M (+$894.9K)
Filed 2026-10-28
CGN Advisors LLC
INCREASED
Shares34,799 from 34,571
Change+228 (+1%)
Value$12.0M (-$380.9K)
Filed 2026-10-21
Eurizon SLJ Capital Ltd
DECREASED
Shares34,784 from 34,845
Change-61 (0%)
Value$12.0M (-$484.1K)
Filed 2026-11-06
Oliver Luxxe Assets LLC
INCREASED
Shares34,648 from 25,715
Change+8,933 (+35%)
Value$11.9M (+$2.7M)
Filed 2026-10-14
Triad Wealth Partners, LLC
DECREASED
Shares34,639 from 35,049
Change-410 (-1%)
Value$11.9M (-$1.2M)
Filed 2026-10-26
Activest Wealth Management
INCREASED
Shares34,629 from 34,365
Change+264 (+1%)
Value$11.9M (-$366.0K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares34,613 from 32,517
Change+2,096 (+6%)
Value$11.9M (+$289.4K)
Filed 2026-10-08
Asset Planning Services Inc
DECREASED
Shares34,595 from 34,835
Change-240 (-1%)
Value$11.9M (-$546.0K)
Filed 2026-10-15
Berkeley, Inc
DECREASED
Shares34,467 from 34,543
Change-76 (0%)
Value$11.9M (-$485.4K)
Filed 2026-10-20
Advisor OS, LLC
DECREASED
Shares34,374 from 35,163
Change-789 (-2%)
Value$11.8M (-$738.9K)
Filed 2026-11-03
Ceera Investments, LLC
INCREASED
Shares34,283 from 33,772
Change+511 (+2%)
Value$11.8M (-$273.0K)
Filed 2026-11-02
Putney Financial Group LLC
DECREASED
Shares34,256 from 34,876
Change-620 (-2%)
Value$11.8M (-$676.8K)
Filed 2026-10-30
TenCore Partners, LP
UNCHANGED
Shares34,141 from 34,141
Change0 (0%)
Value$11.7M (-$453.7K)
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares34,115 from 36,391
Change-2,276 (-6%)
Value$11.7M (-$1.3M)
Filed 2026-10-29
Paragon Private Wealth Management, LLC
DECREASED
Shares34,070 from 44,951
Change-10,881 (-24%)
Value$11.7M (-$4.3M)
Filed 2026-10-20
MCF Advisors LLC
INCREASED
Shares34,062 from 33,128
Change+934 (+3%)
Value$11.7M (-$119.1K)
Filed 2026-10-28
Capital Advisors Wealth Management, LLC
DECREASED
Shares34,027 from 34,054
Change-27 (0%)
Value$11.7M (-$461.8K)
Filed 2026-10-09
Finer Wealth Management, Inc.
DECREASED
Shares33,990 from 34,833
Change-843 (-2%)
Value$11.7M (-$753.0K)
Filed 2026-10-16
Cidel Asset Management Inc
DECREASED
Shares33,985 from 34,778
Change-793 (-2%)
Value$11.7M (-$735.1K)
Filed 2026-10-29
Brown Shipley& Co Ltd
DECREASED
Shares33,490 from 36,353
Change-2,863 (-8%)
Value$11.5M (-$1.5M)
Filed 2026-10-09
Koa Wealth Management, LLC
INCREASED
Shares33,482 from 31,741
Change+1,741 (+5%)
Value$11.5M (+$177.2K)
Filed 2026-10-14
Obermeyer Wealth Partners
DECREASED
Shares33,413 from 33,831
Change-418 (-1%)
Value$11.5M (-$593.5K)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares33,412 from 44,885
Change-11,473 (-26%)
Value$11.5M (-$4.5M)
Filed 2026-11-02
OAK Family Advisors, LLC
DECREASED
Shares33,273 from 40,070
Change-6,797 (-17%)
Value$11.4M (-$2.9M)
Filed 2026-10-19
Altman Advisors, Inc.
INCREASED
Shares33,251 from 33,189
Change+62 (+0%)
Value$11.4M (-$419.7K)
Filed 2026-11-05
Atala Financial Inc
INCREASED
Shares33,219 from 32,917
Change+302 (+1%)
Value$11.4M (-$333.5K)
Filed 2026-10-22
Romano Brothers and Company
INCREASED
Shares32,999 from 32,700
Change+299 (+1%)
Value$11.4M (-$331.7K)
Filed 2026-10-22
Waldron Private Wealth LLC
DECREASED
Shares32,992 from 33,859
Change-867 (-3%)
Value$11.4M (-$748.4K)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares32,959 from 32,536
Change+423 (+1%)
Value$11.3M (-$287.0K)
Filed 2026-11-02
Ring Mountain Capital, LLC
INCREASED
Shares32,902 from 32,268
Change+634 (+2%)
Value$11.3M (-$210.7K)
Filed 2026-10-13
Aries Wealth Management
INCREASED
Shares32,871 from 32,741
Change+130 (+0%)
Value$11.3M (-$390.4K)
Filed 2026-10-23
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares32,870 from 32,870
Change0 (0%)
Value$113.1K (+$2.6K)
Filed 2026-11-02
Asset Management Advisors, LLC
DECREASED
Shares32,839 from 33,219
Change-380 (-1%)
Value$11.3M (-$572.2K)
Filed 2026-10-26
Leeward Financial Partners, LLC
DECREASED
Shares32,838 from 32,908
Change-70 (0%)
Value$11.3M (-$461.3K)
Filed 2026-10-23
Focused Alpha, LLC
DECREASED
Shares32,836 from 35,723
Change-2,887 (-8%)
Value$11.3M (-$1.5M)
Filed 2026-10-20
Parametrica Management Ltd
INCREASED
Shares32,799 from 28,432
Change+4,367 (+15%)
Value$11.3M (+$1.1M)
Filed 2026-10-27
Sterling Investment Counsel, LLC
INCREASED
Shares32,756 from 32,127
Change+629 (+2%)
Value$11.3M (-$210.5K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares32,739 from 32,678
Change+61 (+0%)
Value$11.3M (-$413.3K)
Filed 2026-10-27
Fiduciary Family Office, LLC
INCREASED
Shares32,671 from 32,650
Change+21 (+0%)
Value$11.2M (-$426.7K)
Filed 2026-11-04
Concord Asset Management, LLC
INCREASED
Shares32,574 from 31,008
Change+1,566 (+5%)
Value$11.2M (+$126.6K)
Filed 2026-11-02
Plancorp, LLC
INCREASED
Shares32,560 from 29,962
Change+2,598 (+9%)
Value$9.1M (-$1.5M)
Filed 2026-11-03
Waterfront Wealth Inc.
INCREASED
Shares32,526 from 28,543
Change+3,983 (+14%)
Value$11.0M (+$827.8K)
Filed 2026-11-03
Maia Wealth LLC
INCREASED
Shares32,526 from 30,786
Change+1,740 (+6%)
Value$11.2M (+$189.6K)
Filed 2026-10-19
ZWJ Investment Counsel Inc
INCREASED
Shares32,509 from 31,777
Change+732 (+2%)
Value$11.2M (-$170.5K)
Filed 2026-10-15
EPG Wealth Management LLC
INCREASED
Shares32,499 from 31,303
Change+1,196 (+4%)
Value$11.2M (-$4.6K)
Filed 2026-11-03
Miramontes Capital, LLC
DECREASED
Shares32,442 from 32,538
Change-96 (0%)
Value$11.2M (-$465.3K)
Filed 2026-10-19
Quadcap Wealth Management, LLC
DECREASED
Shares32,386 from 33,216
Change-830 (-2%)
Value$11.1M (-$726.8K)
Filed 2026-11-02
Capital Management Corp
DECREASED
Shares32,355 from 32,500
Change-145 (0%)
Value$11.1M (-$481.8K)
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED
Shares32,328 from 32,473
Change-145 (0%)
Value$11.1M (-$481.7K)
Filed 2026-10-23
Shepherd Financial Partners LLC
DECREASED
Shares32,286 from 32,332
Change-46 (0%)
Value$11.1M (-$445.7K)
Filed 2026-11-03
Morguard Lincluden Global Investments Ltd
DECREASED
Shares32,273 from 33,228
Change-955 (-3%)
Value$11.1M (-$771.0K)
Filed 2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares32,238 from 32,238
Change0 (0%)
Value$11.5M ($0)
Filed 2026-10-15
JFS Wealth Advisors, LLC
DECREASED
Shares32,163 from 32,209
Change-46 (0%)
Value$11.1M (-$443.7K)
Filed 2026-11-03
Paragon Advisors, LLC
INCREASED
Shares32,146 from 26,534
Change+5,612 (+21%)
Value$11.1M (+$1.6M)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
INCREASED
Shares32,057 from 28,417
Change+3,640 (+13%)
Value$11.0M (+$875.0K)
Filed 2026-11-04
Shaker Investments LLC
INCREASED
Shares31,986 from 31,974
Change+12 (+0%)
Value$11.0M (-$420.8K)
Filed 2026-11-05
Dudley Capital Management, LLC
DECREASED
Shares31,958 from 32,034
Change-76 (0%)
Value$11.0M (-$451.8K)
Filed 2026-10-23
William Allan Corp
DECREASED
Shares31,929 from 32,236
Change-307 (-1%)
Value$11.0M (-$534.0K)
Filed 2026-10-14
QV Investors Inc.
DECREASED
Shares31,920 from 32,410
Change-490 (-2%)
Value$11.0M (-$599.0K)
Filed 2026-10-20
Acropolis Investment Management, LLC
DECREASED
Shares31,912 from 31,998
Change-86 (0%)
Value$11.0M (-$454.7K)
Filed 2026-10-08
ROI Financial Advisors, LLC
DECREASED
Shares31,818 from 32,736
Change-918 (-3%)
Value$10.9M (-$750.7K)
Filed 2026-10-19
Radnor Capital Management, LLC
INCREASED
Shares31,679 from 31,455
Change+224 (+1%)
Value$10.9M (-$341.0K)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares31,499 from 30,859
Change+640 (+2%)
Value$10.8M (-$189.6K)
Filed 2026-10-28
Evergreen Private Wealth LLC
INCREASED
Shares31,475 from 31,058
Change+417 (+1%)
Value$10.8M (-$438.0K)
Filed 2026-10-30
Cardinal Point Capital Management ULC
DECREASED
Shares31,228 from 31,484
Change-256 (-1%)
Value$10.7M (-$506.3K)
Filed 2026-10-21
Interchange Capital Partners, LLC
INCREASED
Shares31,189 from 31,100
Change+89 (+0%)
Value$10.8M (-$361.8K)
Filed 2026-10-28
Lynch & Associates
DECREASED
Shares31,110 from 31,130
Change-20 (0%)
Value$10.7M (-$420.6K)
Filed 2026-10-13
Evermay Wealth Management LLC
INCREASED
Shares31,035 from 31,013
Change+22 (+0%)
Value$10.7M (-$404.7K)
Filed 2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares31,000 from 26,000
Change+5,000 (+19%)
Value$10.7M (+$1.4M)
Filed 2026-11-06
Heathbridge Capital Management Ltd.
DECREASED
Shares31,000 from 31,335
Change-335 (-1%)
Value$10.7M (-$531.7K)
Filed 2026-10-29
Unicom Systems, Inc.
UNCHANGED
Shares31,000 from 31,000
Change0 (0%)
Value$10.7M (-$412.0K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED
Shares30,747 from 33,216
Change-2,469 (-7%)
Value$10.6M (-$1.3M)
Filed 2026-10-20
WD Rutherford LLC
DECREASED
Shares30,745 from 31,112
Change-367 (-1%)
Value$10.6M (-$539.8K)
Filed 2026-10-26
Tandem Capital Management Corp
DECREASED
Shares30,735 from 31,617
Change-882 (-3%)
Value$10.6M (-$723.8K)
Filed 2026-10-22
Anchyra Partners LLC
INCREASED
Shares30,653 from 27,698
Change+2,955 (+11%)
Value$10.5M (+$648.7K)
Filed 2026-10-13
Capital Investment Services of America, Inc.
DECREASED
Shares30,645 from 33,793
Change-3,148 (-9%)
Value$10.5M (-$1.5M)
Filed 2026-11-02
Curated Wealth Partners LLC
INCREASED
Shares30,545 from 20,488
Change+10,057 (+49%)
Value$10.5M (+$3.2M)
Filed 2026-10-15
Hanson & Doremus Investment Management
DECREASED
Shares30,494 from 31,099
Change-605 (-2%)
Value$10.5M (-$622.0K)
Filed 2026-10-16
Councilmark Asset Management, LLC
UNCHANGED
Shares30,492 from 30,492
Change0 (0%)
Value$10.5M (-$405.2K)
Filed 2026-10-20
Peddock Capital Advisors, LLC
DECREASED
Shares30,461 from 30,891
Change-430 (-1%)
Value$10.5M (-$558.6K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED
Shares30,406 from 30,406
Change0 (0%)
Value$10.5M (-$404.1K)
Filed 2026-10-14
Oakworth Capital, Inc.
INCREASED
Shares30,272 from 29,129
Change+1,143 (+4%)
Value$10.4M (-$16.9K)
Filed 2026-10-26
Platform Technology Partners
INCREASED
Shares30,257 from 29,436
Change+821 (+3%)
Value$10.4M (-$109.0K)
Filed 2026-11-02
Stiles Financial Services Inc
INCREASED
Shares30,244 from 29,809
Change+435 (+1%)
Value$10.4M (-$246.4K)
Filed 2026-10-30
Commons Capital, LLC
DECREASED
Shares30,217 from 31,931
Change-1,714 (-5%)
Value$10.4M (-$1.0M)
Filed 2026-11-05
Beaumont Asset Management, L.L.C.
DECREASED
Shares30,193 from 30,210
Change-17 (0%)
Value$10.4M (-$407.1K)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED
Shares30,181 from 31,374
Change-1,193 (-4%)
Value$10.4M (-$827.5K)
Filed 2026-11-02
Markowski Investments
DECREASED
Shares30,168 from 33,347
Change-3,179 (-10%)
Value$10.4M (-$1.5M)
Filed 2026-10-30
Jericho Financial, LLP
INCREASED
Shares30,164 from 29,807
Change+357 (+1%)
Value$10.4M (-$273.4K)
Filed 2026-10-13
Foster Group, Inc.
DECREASED
Shares30,148 from 30,230
Change-82 (0%)
Value$10.4M (-$429.9K)
Filed 2026-10-13
Defender Capital, Llc.
INCREASED
Shares30,059 from 30,009
Change+50 (+0%)
Value$10.3M (-$381.6K)
Filed 2026-10-01
Oakmont Investment Advisors, Inc.
INCREASED
Shares29,884 from 29,669
Change+215 (+1%)
Value$10.3M (-$320.2K)
Filed 2026-10-21
Ignite Planners, LLC
INCREASED
Shares29,696 from 27,493
Change+2,203 (+8%)
Value$10.3M (+$425.5K)
Filed 2026-10-14
Clio Asset Management LLC
INCREASED
Shares29,693 from 19,002
Change+10,691 (+56%)
Value$10.2M (+$3.4M)
Filed 2026-10-13
J.Safra Asset Management Corp
INCREASED
Shares29,678 from 25,405
Change+4,273 (+17%)
Value$10.2M (+$1.1M)
Filed 2026-11-03
Kennon-Green & Company, LLC
DECREASED
Shares29,654 from 30,503
Change-849 (-3%)
Value$10.2M (-$697.5K)
Filed 2026-10-05
Abundance Wealth Counselors
INCREASED
Shares29,649 from 28,822
Change+827 (+3%)
Value$10.2M (-$98.5K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares29,648 from 27,056
Change+2,592 (+10%)
Value$10.2M (+$532.5K)
Filed 2026-10-21
Orser Capital Management, LLC
DECREASED
Shares29,552 from 29,594
Change-42 (0%)
Value$10.2M (-$407.8K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares29,434 from 29,586
Change-152 (-1%)
Value$10.1M (-$445.6K)
Filed 2026-10-21
BigSur Wealth Management LLC
DECREASED
Shares29,354 from 29,409
Change-55 (0%)
Value$10.1M (-$409.8K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares29,311 from 28,437
Change+874 (+3%)
Value$10.1M (-$77.3K)
Filed 2026-10-27
Mystic Asset Management, Inc.
DECREASED
Shares29,224 from 29,358
Change-134 (0%)
Value$10.1M (-$436.3K)
Filed 2026-10-15
Nordwand Advisors, LLC
DECREASED
Shares29,074 from 29,179
Change-105 (0%)
Value$10.0M (-$423.9K)
Filed 2026-11-05
Nilsine Partners, LLC
INCREASED
Shares29,001 from 28,424
Change+577 (+2%)
Value$10.0M (-$179.2K)
Filed 2026-11-02
Credit Capital Investments LLC
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$10.0M (-$385.4K)
Filed 2026-10-22
Wealth Effects LLC
DECREASED
Shares28,917 from 29,080
Change-163 (-1%)
Value$9.9M (-$442.4K)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares28,839 from 26,116
Change+2,723 (+10%)
Value$9.9M (+$236.0K)
Filed 2026-11-02
Warm Springs Advisors Inc.
INCREASED
Shares28,831 from 28,170
Change+661 (+2%)
Value$9.9M (-$146.9K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares28,715 from 2,321
Change+26,394 (+1137%)
Value$9.9M (+$9.1M)
Filed 2026-10-30
Cohen Investment Advisors LLC
INCREASED
Shares28,715 from 28,665
Change+50 (+0%)
Value$9.9M (-$363.8K)
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares28,648 from 27,313
Change+1,335 (+5%)
Value$9.9M (+$96.2K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
DECREASED
Shares28,456 from 30,597
Change-2,141 (-7%)
Value$9.8M (-$1.1M)
Filed 2026-10-13
Purus Wealth Management, LLC
DECREASED
Shares28,374 from 28,809
Change-435 (-2%)
Value$9.8M (-$532.7K)
Filed 2026-10-15
AGP Franklin, LLC
DECREASED
Shares28,357 from 28,877
Change-520 (-2%)
Value$9.8M (-$562.7K)
Filed 2026-11-04
Bank of Stockton
DECREASED
Shares28,349 from 28,799
Change-450 (-2%)
Value$9.8M (-$537.6K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
DECREASED
Shares28,338 from 29,732
Change-1,394 (-5%)
Value$9.8M (-$874.8K)
Filed 2026-10-15
111 Capital
DECREASED
Shares28,285 from 30,060
Change-1,775 (-6%)
Value$9.7M (-$1.0M)
Filed 2026-11-03
Bosman Wealth Management, LLC
DECREASED
Shares28,255 from 28,532
Change-277 (-1%)
Value$9.7M (-$474.5K)
Filed 2026-10-28
Franklin Street Advisors Inc
INCREASED
Shares28,252 from 24,389
Change+3,863 (+16%)
Value$9.7M (+$1.0M)
Filed 2026-10-13
Klingman & Associates, LLC
INCREASED
Shares28,250 from 27,837
Change+413 (+1%)
Value$9.7M (-$227.9K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares28,149 from 24,285
Change+3,864 (+16%)
Value$9.7M (+$1.0M)
Filed 2026-10-30
Buckhead Capital Management LLC
DECREASED
Shares28,127 from 31,074
Change-2,947 (-9%)
Value$9.7M (-$1.4M)
Filed 2026-11-03
Shelter Rock Management, LLC
DECREASED
Shares28,119 from 28,243
Change-124 (0%)
Value$9.7M (-$394.6K)
Filed 2026-10-09
Trilogy Capital Inc.
INCREASED
Shares28,057 from 25,767
Change+2,290 (+9%)
Value$9.7M (+$445.6K)
Filed 2026-10-20
Secure Asset Management, LLC
INCREASED
Shares27,949 from 25,256
Change+2,693 (+11%)
Value$9.6M (+$590.8K)
Filed 2026-10-19
Consilium Wealth Advisory, LLC
INCREASED
Shares27,942 from 27,607
Change+335 (+1%)
Value$9.6M (-$251.7K)
Filed 2026-10-14
Sovran Advisors, LLC
DECREASED
Shares27,916 from 30,525
Change-2,609 (-9%)
Value$7.9M (-$2.3M)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares27,870 from 25,662
Change+2,208 (+9%)
Value$9.6M (+$418.8K)
Filed 2026-10-19
Cypress Wealth Services, LLC
INCREASED
Shares27,835 from 27,595
Change+240 (+1%)
Value$9.7M (-$184.1K)
Filed 2026-10-21
Impact Capital Partners LLC
INCREASED
Shares27,810 from 26,643
Change+1,167 (+4%)
Value$9.6M (+$47.4K)
Filed 2026-10-22
Paradigm Asset Management Co LLC
DECREASED
Shares27,800 from 31,210
Change-3,410 (-11%)
Value$9.6M (-$1.6M)
Filed 2026-11-05
Ahara Advisors LLC
INCREASED
Shares27,780 from 26,614
Change+1,166 (+4%)
Value$9.6M (+$47.7K)
Filed 2026-10-29
Harrington Investments, Inc
DECREASED
Shares27,777 from 28,541
Change-764 (-3%)
Value$9.6M (-$642.2K)
Filed 2026-10-14
TrueMark Investments, LLC
NEW
Shares27,744
Change+27,744
Value$9.5M
Filed 2026-11-05
Boltwood Capital Management
INCREASED
Shares27,739 from 27,174
Change+565 (+2%)
Value$9.5M (-$166.7K)
Filed 2026-10-02
Atwood & Palmer Inc
INCREASED
Shares27,607 from 24,456
Change+3,151 (+13%)
Value$9.5M (+$759.2K)
Filed 2026-10-08
Independent Solutions Wealth Management, LLC
INCREASED
Shares27,587 from 27,301
Change+286 (+1%)
Value$9.5M (-$264.4K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
INCREASED
Shares27,554 from 26,604
Change+950 (+4%)
Value$9.5M (-$26.8K)
Filed 2026-11-03
Blodgett Wealth Advisors, LLC
DECREASED
Shares27,386 from 31,305
Change-3,919 (-13%)
Value$9.4M (-$1.8M)
Filed 2026-10-23
Dala Group, LLC
INCREASED
Shares27,349 from 1,165
Change+26,184 (+2248%)
Value$9.4M (+$9.0M)
Filed 2026-10-29
Arlington Financial Advisors, LLC
DECREASED
Shares27,332 from 27,541
Change-209 (-1%)
Value$9.4M (-$437.8K)
Filed 2026-10-19
Lattice Capital Management, LLC
UNCHANGED
Shares27,300 from 27,300
Change0 (0%)
Value$9.4M (-$362.8K)
Filed 2026-11-03
Blue Square Asset Management, LLC
DECREASED
Shares27,273 from 28,410
Change-1,137 (-4%)
Value$9.4M (-$768.8K)
Filed 2026-11-02
Convergence Financial, LLC
DECREASED
Shares27,134 from 53,929
Change-26,795 (-50%)
Value$9.3M (-$9.9M)
Filed 2026-10-27
Left Brain Wealth Management, LLC
DECREASED
Shares27,129 from 27,444
Change-315 (-1%)
Value$9.3M (-$473.1K)
Filed 2026-10-28
Capricorn Fund Managers Ltd
DECREASED
Shares27,107 from 31,067
Change-3,960 (-13%)
Value$9.3M (-$1.8M)
Filed 2026-11-03
Fortem Financial Group, LLC
INCREASED
Shares27,090 from 25,873
Change+1,217 (+5%)
Value$9.3M (+$74.9K)
Filed 2026-10-20
Q Fund Management (Hong Kong) Ltd
INCREASED
Shares27,070 from 200
Change+26,870 (+13435%)
Value$9.3M (+$9.2M)
Filed 2026-10-14
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares27,038 from 31,551
Change-4,513 (-14%)
Value$9.3M (-$2.0M)
Filed 2026-11-04
Lincoln Capital Corp
DECREASED
Shares26,925 from 27,449
Change-524 (-2%)
Value$9.3M (-$545.0K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares26,860 from 27,010
Change-150 (-1%)
Value$9.2M (-$410.3K)
Filed 2026-10-16
Ervin Investment Management, LLC
DECREASED
Shares26,752 from 27,808
Change-1,056 (-4%)
Value$9.2M (-$732.8K)
Filed 2026-10-23
Stokes Capital Advisors, LLC
INCREASED
Shares26,746 from 24,753
Change+1,993 (+8%)
Value$9.2M (+$356.8K)
Filed 2026-10-09
Hudson Canyon Capital Management
DECREASED
Shares26,696 from 28,262
Change-1,566 (-6%)
Value$9.2M (-$914.4K)
Filed 2026-11-04
Gradient Capital Advisors, LLC
INCREASED
Shares26,672 from 26,189
Change+483 (+2%)
Value$9.2M (-$181.9K)
Filed 2026-10-21
Essex Bank
INCREASED
Shares26,587 from 25,470
Change+1,117 (+4%)
Value$9.1M (+$45.8K)
Filed 2026-10-16
Enterprise Financial Services Corp
INCREASED
Shares26,583 from 26,438
Change+145 (+1%)
Value$9.1M (-$301.5K)
Filed 2026-11-03
Blume Capital Management, Inc.
UNCHANGED
Shares26,583 from 26,583
Change0 (0%)
Value$9.1M (-$353.3K)
Filed 2026-10-26
Chickasaw Capital Management LLC
INCREASED
Shares26,539 from 26,389
Change+150 (+1%)
Value$9.1M (-$299.5K)
Filed 2026-10-08
Element Pointe Advisors, LLC
INCREASED
Shares26,513 from 26,428
Change+85 (+0%)
Value$9.1M (-$322.0K)
Filed 2026-10-21
Arvest Investments, Inc.
INCREASED
Shares26,368 from 24,606
Change+1,762 (+7%)
Value$9.1M (+$279.0K)
Filed 2026-10-21
Catalyst Capital Advisors LLC
DECREASED
Shares26,340 from 26,598
Change-258 (-1%)
Value$9.1M (-$442.3K)
Filed 2026-11-02
Epiq Partners, LLC
INCREASED
Shares26,239 from 26,195
Change+44 (+0%)
Value$9.0M (-$332.9K)
Filed 2026-10-07
Eos Management, L.P.
UNCHANGED
Shares26,239 from 26,239
Change0 (0%)
Value$9.0M (-$348.7K)
Filed 2026-10-27
Montaka Global Pty Ltd
DECREASED
Shares26,169 from 35,619
Change-9,450 (-27%)
Value$9.0M (-$3.7M)
Filed 2026-11-05
Hixon Zuercher, LLC
DECREASED
Shares26,146 from 27,802
Change-1,656 (-6%)
Value$9.0M (-$939.2K)
Filed 2026-10-13
Townsend Asset Management Corp
DECREASED
Shares25,873 from 26,265
Change-392 (-1%)
Value$8.9M (-$483.8K)
Filed 2026-10-29
Altura Wealth Advisors Inc.
INCREASED
Shares25,864 from 24,348
Change+1,516 (+6%)
Value$8.9M (+$198.0K)
Filed 2026-10-22
BKM Wealth Management, LLC
INCREASED
Shares25,856 from 20,104
Change+5,752 (+29%)
Value$8.9M (+$1.7M)
Filed 2026-10-22
SWS Partners
DECREASED
Shares25,847 from 28,144
Change-2,297 (-8%)
Value$8.9M (-$1.2M)
Filed 2026-10-26
Integral Investment Advisors, Inc.
DECREASED
Shares25,842 from 26,263
Change-421 (-2%)
Value$8.9M (-$494.1K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
DECREASED
Shares25,752 from 26,219
Change-467 (-2%)
Value$8.9M (-$509.2K)
Filed 2026-10-15
Harbour Trust & Investment Management Co
DECREASED
Shares25,696 from 26,051
Change-355 (-1%)
Value$8.8M (-$468.4K)
Filed 2026-10-28
Capital Investment Counsel, Inc
INCREASED
Shares25,693 from 25,647
Change+46 (+0%)
Value$8.8M (-$325.0K)
Filed 2026-10-20
Winthrop Advisory Group LLC
INCREASED
Shares25,671 from 25,191
Change+480 (+2%)
Value$8.8M (-$169.5K)
Filed 2026-10-22
Formidable Asset Management, LLC
DECREASED
Shares25,646 from 27,147
Change-1,501 (-6%)
Value$9.2M (+$1.9M)
Filed 2026-11-03
Ridgewood Investments LLC
INCREASED
Shares25,638 from 25,632
Change+6 (+0%)
Value$8.8M (-$338.5K)
Filed 2026-10-05
Private Management Group Inc
DECREASED
Shares25,595 from 46,656
Change-21,061 (-45%)
Value$8.8M (-$7.9M)
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares25,593 from 21,602
Change+3,991 (+18%)
Value$8.8M (+$1.1M)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares25,540 from 23,899
Change+1,641 (+7%)
Value$8.8M (+$246.8K)
Filed 2026-10-29
MV Capital Management, Inc.
DECREASED
Shares25,498 from 25,731
Change-233 (-1%)
Value$8.8M (-$422.1K)
Filed 2026-10-29
Shayne & Jacobs, LLC
DECREASED
Shares25,425 from 25,653
Change-228 (-1%)
Value$8.7M (-$419.4K)
Filed 2026-10-21
BIP Wealth, LLC
INCREASED
Shares25,423 from 24,915
Change+508 (+2%)
Value$8.7M (-$156.3K)
Filed 2026-10-22
Kercheville Advisors, LLC
DECREASED
Shares25,402 from 25,952
Change-550 (-2%)
Value$8.7M (-$534.1K)
Filed 2026-10-19
Guerra PAN Advisors, LLC
DECREASED
Shares25,379 from 25,479
Change-100 (0%)
Value$8.7M (-$370.5K)
Filed 2026-10-26
Terra Nova Asset Management LLC
DECREASED
Shares25,301 from 25,325
Change-24 (0%)
Value$8.7M (-$344.8K)
Filed 2026-10-13
Mattern Wealth Management LLC
INCREASED
Shares25,290 from 25,286
Change+4 (+0%)
Value$8.7M (-$334.7K)
Filed 2026-11-04
Beacon Financial Group
INCREASED
Shares25,237 from 23,008
Change+2,229 (+10%)
Value$8.7M (+$460.9K)
Filed 2026-10-19
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares25,200 from 20,200
Change+5,000 (+25%)
Value$8.7M (+$1.5M)
Filed 2026-10-22
Weaver Capital Management LLC
INCREASED
Shares25,183 from 14,246
Change+10,937 (+77%)
Value$8.7M (+$4.6M)
Filed 2026-10-15
Accuvest Global Advisors
INCREASED
Shares25,163 from 18,631
Change+6,532 (+35%)
Value$8.7M (+$2.0M)
Filed 2026-11-04
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares25,155 from 25,365
Change-210 (-1%)
Value$8.7M (-$409.4K)
Filed 2026-10-05
Highline Wealth Partners LLC
INCREASED
Shares25,116 from 24,059
Change+1,057 (+4%)
Value$8.6M (+$44.1K)
Filed 2026-10-19
Semus Wealth Partners LLC
INCREASED
Shares25,110 from 23,857
Change+1,253 (+5%)
Value$8.6M (+$114.1K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED
Shares25,103 from 24,035
Change+1,068 (+4%)
Value$8.6M (+$48.0K)
Filed 2026-10-13
Chemistry Wealth Management LLC
INCREASED
Shares25,098 from 25,064
Change+34 (+0%)
Value$8.6M (-$321.4K)
Filed 2026-10-16
RBA Wealth Management, LLC
INCREASED
Shares25,092 from 18,679
Change+6,413 (+34%)
Value$8.6M (+$2.0M)
Filed 2026-10-28
Quattro Financial Advisors LLC
INCREASED
Shares25,092 from 21,019
Change+4,073 (+19%)
Value$8.6M (+$1.1M)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares25,031 from 23,932
Change+1,099 (+5%)
Value$8.6M (+$60.1K)
Filed 2026-11-02
Stablepoint Partners, LLC
DECREASED
Shares25,009 from 25,660
Change-651 (-3%)
Value$8.6M (-$565.0K)
Filed 2026-11-03
Davidson Kahn Capital Management, LLC
DECREASED
Shares24,999 from 25,431
Change-432 (-2%)
Value$8.6M (-$486.7K)
Filed 2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares24,914 from 30,069
Change-5,155 (-17%)
Value$8.6M (-$2.2M)
Filed 2026-10-14
FSM Wealth Advisors, LLC
DECREASED
Shares24,903 from 25,480
Change-577 (-2%)
Value$8.7M (-$432.2K)
Filed 2026-10-27
Family Legacy, Inc.
DECREASED
Shares24,839 from 24,953
Change-114 (0%)
Value$8.5M (-$370.8K)
Filed 2026-10-13
Prosperity Financial Group, Inc.
INCREASED
Shares24,783 from 22,716
Change+2,067 (+9%)
Value$8.5M (+$409.5K)
Filed 2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED
Shares24,776 from 24,475
Change+301 (+1%)
Value$8.5M (-$221.4K)
Filed 2026-10-05
RD Finance Ltd
UNCHANGED
Shares24,732 from 24,732
Change0 (0%)
Value$8.5M (-$328.0K)
Filed 2026-10-26
Nicholas Hoffman & Company, Llc.
DECREASED
Shares24,694 from 25,171
Change-477 (-2%)
Value$8.5M (-$498.7K)
Filed 2026-10-30
Essex LLC
INCREASED
Shares24,690 from 24,362
Change+328 (+1%)
Value$8.5M (-$210.8K)
Filed 2026-10-14
Dagco, Inc.
INCREASED
Shares24,667 from 23,169
Change+1,498 (+6%)
Value$8.5M (+$207.5K)
Filed 2026-10-20
Haven Capital Group, Inc.
INCREASED
Shares24,567 from 24,330
Change+237 (+1%)
Value$8.5M (-$241.8K)
Filed 2026-10-13
MBL Wealth, LLC
INCREASED
Shares24,441 from 23,796
Change+645 (+3%)
Value$8.4M (-$94.4K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares24,441 from 23,908
Change+533 (+2%)
Value$8.5M (-$47.3K)
Filed 2026-10-15
Insight Advisors, LLC/ PA
DECREASED
Shares24,405 from 24,827
Change-422 (-2%)
Value$8.4M (-$475.6K)
Filed 2026-10-22
Regent Peak Wealth Advisors LLC
INCREASED
Shares24,310 from 23,545
Change+765 (+3%)
Value$8.4M (-$49.9K)
Filed 2026-10-13
Herold Advisors, Inc.
DECREASED
Shares24,296 from 25,060
Change-764 (-3%)
Value$8.4M (-$603.2K)
Filed 2026-10-19
Leonteq Securities AG
DECREASED
Shares24,288 from 55,599
Change-31,311 (-56%)
Value$8.4M (-$11.5M)
Filed 2026-10-29
Barrett & Company, Inc.
INCREASED
Shares24,286 from 13,445
Change+10,841 (+81%)
Value$8.3M (+$3.5M)
Filed 2026-10-22
Armstrong Henry H Associates Inc
DECREASED
Shares24,255 from 24,305
Change-50 (0%)
Value$8.3M (-$340.2K)
Filed 2026-10-07
Lavelle Capital LP
DECREASED
Shares24,194 from 24,895
Change-701 (-3%)
Value$8.3M (-$572.0K)
Filed 2026-11-03
Versant Capital Management, Inc
DECREASED
Shares24,089 from 24,300
Change-211 (-1%)
Value$8.3M (-$395.7K)
Filed 2026-10-02
Granite Islands Private Wealth, LLC
INCREASED
Shares24,033 from 23,619
Change+414 (+2%)
Value$8.2M (-$165.6K)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares23,959 from 22,409
Change+1,550 (+7%)
Value$8.2M (+$235.3K)
Filed 2026-10-20
Jones Kertz & Associates, Inc.
DECREASED
Shares23,931 from 25,192
Change-1,261 (-5%)
Value$8.2M (-$768.7K)
Filed 2026-10-28
Arista Wealth Management, LLC
INCREASED
Shares23,841 from 23,535
Change+306 (+1%)
Value$8.2M (-$207.5K)
Filed 2026-10-29
StoneCrest Wealth Management, Inc.
DECREASED
Shares23,812 from 24,198
Change-386 (-2%)
Value$8.2M (-$454.4K)
Filed 2026-11-03
Monument Capital Management
INCREASED
Shares23,786 from 23,169
Change+617 (+3%)
Value$8.2M (-$95.7K)
Filed 2026-10-09
Hager Investment Management Services, LLC
DECREASED
Shares23,782 from 24,361
Change-579 (-2%)
Value$8.2M (-$523.0K)
Filed 2026-11-04
Northbridge Financial Group, LLC
INCREASED
Shares23,680 from 22,997
Change+683 (+3%)
Value$8.2M (+$14.7K)
Filed 2026-11-05
Promethium Advisors,llc
INCREASED
Shares23,665 from 23,098
Change+567 (+2%)
Value$8.1M (-$111.9K)
Filed 2026-10-19
StoryOne LLC
INCREASED
Shares23,658 from 11,024
Change+12,634 (+115%)
Value$8.1M (+$4.2M)
Filed 2026-10-13
Bouvel Investment Partners, LLC
DECREASED
Shares23,645 from 24,032
Change-387 (-2%)
Value$8.1M (-$452.5K)
Filed 2026-10-13
Mitchell Sinkler & Starr
DECREASED
Shares23,643 from 24,651
Change-1,008 (-4%)
Value$8.1M (-$674.4K)
Filed 2026-10-13
626 Financial, LLC
INCREASED
Shares23,635 from 23,565
Change+70 (+0%)
Value$8.1M (-$289.1K)
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares23,428 from 23,029
Change+399 (+2%)
Value$8.1M (-$168.8K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
INCREASED
Shares23,423 from 22,812
Change+611 (+3%)
Value$8.1M (+$255.9K)
Filed 2026-10-29
Rydar Equities, Inc.
DECREASED
Shares23,410 from 23,453
Change-43 (0%)
Value$8.2M (-$139.4K)
Filed 2026-10-13
Aurora Investment Managers, Llc.
DECREASED
Shares23,327 from 23,423
Change-96 (0%)
Value$8.0M (-$345.0K)
Filed 2026-10-15
Hudson Capital Management LLC
DECREASED
Shares23,303 from 24,538
Change-1,235 (-5%)
Value$8.0M (-$751.3K)
Filed 2026-10-20
State of Wyoming
DECREASED
Shares23,277 from 28,257
Change-4,980 (-18%)
Value$8.0M (-$2.1M)
Filed 2026-10-28
Ardent Capital Management, Inc.
NEW
Shares23,258
Change+23,258
Value$8.0M
Filed 2026-10-16
Oarsman Capital, Inc.
INCREASED
Shares23,252 from 21,313
Change+1,939 (+9%)
Value$8.0M (+$384.0K)
Filed 2026-11-05
River Street Advisors LLC
INCREASED
Shares23,211 from 22,244
Change+967 (+4%)
Value$8.0M (+$37.1K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares23,195 from 22,218
Change+977 (+4%)
Value$8.0M (+$41.1K)
Filed 2026-10-21
Penbrook Management LLC
UNCHANGED
Shares23,170 from 23,170
Change0 (0%)
Value$8.0M (-$307.9K)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares23,097 from 24,510
Change-1,413 (-6%)
Value$7.9M (-$811.9K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
DECREASED
Shares23,056 from 23,254
Change-198 (-1%)
Value$7.9M (-$377.1K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares22,947 from 24,736
Change-1,789 (-7%)
Value$7.9M (-$944.4K)
Filed 2026-10-15
South Shore Capital Advisors
DECREASED
Shares22,825 from 24,006
Change-1,181 (-5%)
Value$7.9M (-$725.3K)
Filed 2026-10-20
First International Bank of Israel Ltd.
INCREASED
Shares22,773 from 21,819
Change+954 (+4%)
Value$7.8M (+$38.3K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares22,622 from 26,040
Change-3,418 (-13%)
Value$7.8M (-$1.6M)
Filed 2026-10-30
Brick & Kyle, Associates
INCREASED
Shares22,528 from 22,017
Change+511 (+2%)
Value$7.8M (+$1.4M)
Filed 2026-11-05
JSF Financial, LLC
INCREASED
Shares22,494 from 21,931
Change+563 (+3%)
Value$7.7M (-$97.6K)
Filed 2026-10-22
Sather Financial Group Inc
DECREASED
Shares22,489 from 22,662
Change-173 (-1%)
Value$7.7M (-$360.7K)
Filed 2026-10-30
Jm2 Capital Inc.
DECREASED
Shares22,486 from 22,560
Change-74 (0%)
Value$7.7M (-$325.2K)
Filed 2026-10-14
Karras Company, Inc.
INCREASED
Shares22,433 from 22,430
Change+3 (+0%)
Value$7.7M (-$297.1K)
Filed 2026-10-16
Ayalon Insurance Comp Ltd.
INCREASED
Shares22,360 from 17,660
Change+4,700 (+27%)
Value$7.7M (+$1.4M)
Filed 2026-10-08
Western Pacific Wealth Management, LP
INCREASED
Shares22,357 from 21,722
Change+635 (+3%)
Value$7.7M (-$70.2K)
Filed 2026-10-16
LaFleur & Godfrey LLC
INCREASED
Shares22,290 from 21,462
Change+828 (+4%)
Value$7.7M (-$332)
Filed 2026-10-27
SmartHarvest Portfolios, LLC
DECREASED
Shares22,281 from 25,208
Change-2,927 (-12%)
Value$7.7M (-$1.3M)
Filed 2026-10-26
Enclave Advisors LLC
DECREASED
Shares22,256 from 22,352
Change-96 (0%)
Value$7.7M (-$330.3K)
Filed 2026-10-14
John G Ullman & Associates Inc
DECREASED
Shares22,206 from 22,620
Change-414 (-2%)
Value$7.6M (-$443.1K)
Filed 2026-11-04
Beverly Hills Private Wealth, LLC
INCREASED
Shares22,173 from 19,396
Change+2,777 (+14%)
Value$7.6M (+$697.7K)
Filed 2026-11-04
Quartz Partners, LLC
INCREASED
Shares22,158 from 21,946
Change+212 (+1%)
Value$7.6M (-$218.6K)
Filed 2026-11-03
Fairvoy Private Wealth, LLC
INCREASED
Shares22,153 from 19,534
Change+2,619 (+13%)
Value$7.6M (+$641.7K)
Filed 2026-10-19
Greenspring Advisors, LLC
INCREASED
Shares22,076 from 21,026
Change+1,050 (+5%)
Value$7.6M (+$82.0K)
Filed 2026-11-05
LCM Capital Management Inc
INCREASED
Shares22,052 from 22,007
Change+45 (+0%)
Value$7.6M (-$276.9K)
Filed 2026-10-20
Vann Equity Management LLC
INCREASED
Shares22,028 from 22,001
Change+27 (+0%)
Value$7.6M (-$283.1K)
Filed 2026-10-08
William John Sempolinski
INCREASED
Shares22,023 from 21,512
Change+511 (+2%)
Value$7.6M (-$110.1K)
Filed 2026-10-20
Ebert Capital Management Inc.
INCREASED
Shares21,819 from 21,560
Change+259 (+1%)
Value$7.5M (-$197.4K)
Filed 2026-10-08
Piscataqua Savings Bank
DECREASED
Shares21,798 from 22,823
Change-1,025 (-4%)
Value$7.5M (-$656.0K)
Filed 2026-10-21
Brown University
NEW
Shares21,712
Change+21,712
Value$7.5M
Filed 2026-11-05
Solstein Capital, LLC
DECREASED
Shares21,666 from 21,761
Change-95 (0%)
Value$7.5M (-$321.9K)
Filed 2026-11-02
Winthrop Capital Management, LLC
INCREASED
Shares21,589 from 21,268
Change+321 (+2%)
Value$7.4M (-$172.7K)
Filed 2026-11-05
St. Clair Advisors, LLC
INCREASED
Shares21,588 from 21,465
Change+123 (+1%)
Value$7.4M (-$242.9K)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares21,536 from 20,135
Change+1,401 (+7%)
Value$7.4M (+$213.0K)
Filed 2026-11-03
First Affirmative Financial Network
NEW
Shares21,529
Change+21,529
Value$7.4M
Filed 2026-10-21
Harold Davidson & Associates Inc.
DECREASED
Shares21,491 from 21,751
Change-260 (-1%)
Value$7.4M (-$378.4K)
Filed 2026-10-29
Burns J W & Co Inc
DECREASED
Shares21,488 from 21,512
Change-24 (0%)
Value$7.4M (-$294.2K)
Filed 2026-10-20
OceanIQ Capital, LLC
INCREASED
Shares21,473 from 18,126
Change+3,347 (+18%)
Value$7.6M (+$1.4M)
Filed 2026-10-19
Visionary Wealth Advisors
INCREASED
Shares21,472 from 21,347
Change+125 (+1%)
Value$7.4M (-$240.9K)
Filed 2026-11-04
Marks Group Wealth Management, Inc
INCREASED
Shares21,413 from 21,147
Change+266 (+1%)
Value$7.4M (-$189.5K)
Filed 2026-11-05
Traveka Wealth, LLC
INCREASED
Shares21,397 from 20,528
Change+869 (+4%)
Value$7.4M (+$26.2K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares21,313 from 21,343
Change-30 (0%)
Value$7.3M (-$294.0K)
Filed 2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED
Shares21,296 from 21,697
Change-401 (-2%)
Value$7.3M (-$426.3K)
Filed 2026-10-28
Vanderbilt University
DECREASED
Shares21,280 from 21,662
Change-382 (-2%)
Value$7.3M (-$419.3K)
Filed 2026-11-02
RMR Wealth Builders
INCREASED
Shares21,252 from 19,984
Change+1,268 (+6%)
Value$7.3M (+$170.7K)
Filed 2026-10-22
James J. Burns & Company, LLC
DECREASED
Shares21,249 from 21,405
Change-156 (-1%)
Value$7.3M (-$338.0K)
Filed 2026-10-22
WBH Advisory Inc
DECREASED
Shares21,134 from 21,425
Change-291 (-1%)
Value$7.3M (-$385.2K)
Filed 2026-11-05
Eleva Capital SAS
DECREASED
Shares21,105 from 27,967
Change-6,862 (-25%)
Value$7.3M (-$780.4K)
Filed 2026-10-06
Turn8 Private Wealth Inc.
DECREASED
Shares21,001 from 22,873
Change-1,872 (-8%)
Value$7.2M (-$932.2K)
Filed 2026-11-05
Valley National Advisers Inc
DECREASED
Shares20,982 from 33,548
Change-12,566 (-37%)
Value$7.2M (-$4.8M)
Filed 2026-10-23
Aspen Investment Management Inc
INCREASED
Shares20,968 from 20,850
Change+118 (+1%)
Value$7.2M (-$236.0K)
Filed 2026-11-05
Blueprint Investment Partners LLC
DECREASED
Shares20,877 from 28,914
Change-8,037 (-28%)
Value$7.2M (-$3.1M)
Filed 2026-10-28
Eagle Bluffs Wealth Management LLC
DECREASED
Shares20,780 from 20,979
Change-199 (-1%)
Value$7.1M (-$347.3K)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares20,770 from 19,540
Change+1,230 (+6%)
Value$7.1M (+$163.5K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares20,655 from 21,403
Change-748 (-3%)
Value$7.1M (-$541.9K)
Filed 2026-10-28
Centerpoint Advisors, LLC
INCREASED
Shares20,654 from 20,197
Change+457 (+2%)
Value$7.1M (-$112.0K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares20,590 from 21,915
Change-1,325 (-6%)
Value$7.1M (-$747.1K)
Filed 2026-10-07
Bluesphere Advisors LLC
DECREASED
Shares20,482 from 20,488
Change-6 (0%)
Value$7.0M (-$274.2K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
DECREASED
Shares20,460 from 20,481
Change-21 (0%)
Value$7.0M (-$358.3K)
Filed 2026-10-09
Global Assets Advisory, LLC
INCREASED
Shares20,458 from 20,372
Change+86 (+0%)
Value$7.1M (-$232.5K)
Filed 2026-10-28
Financial Management Network Inc
INCREASED
Shares20,435 from 20,425
Change+10 (+0%)
Value$7.0M (-$63.4K)
Filed 2026-10-09
Tranquility Partners, LLC
DECREASED
Shares20,408 from 22,762
Change-2,354 (-10%)
Value$7.0M (-$1.1M)
Filed 2026-10-20
Optimas Capital Ltd
NEW
Shares20,400
Change+20,400
Value$7.0M
Filed 2026-11-03
Hollow Brook Wealth Management LLC
DECREASED
Shares20,388 from 27,071
Change-6,683 (-25%)
Value$7.0M (-$2.7M)
Filed 2026-10-29
Unique Wealth Strategies, LLC
UNCHANGED
Shares20,387 from 20,387
Change0 (0%)
Value$7.3M ($0)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares20,371 from 21,147
Change-776 (-4%)
Value$7.0M (-$547.9K)
Filed 2026-11-04
Clearwave Capital, LLC
INCREASED
Shares20,366 from 20,033
Change+333 (+2%)
Value$7.0M (-$151.7K)
Filed 2026-10-27
Bangor Savings Bank
DECREASED
Shares20,362 from 25,469
Change-5,107 (-20%)
Value$7.0M (-$2.1M)
Filed 2026-10-06
Lighthouse Financial Services Inc
INCREASED
Shares20,344 from 20,322
Change+22 (+0%)
Value$7.0M (-$340.5K)
Filed 2026-11-02
Clear Trail Advisors, LLC
INCREASED
Shares20,332 from 10,521
Change+9,811 (+93%)
Value$7.0M (+$3.2M)
Filed 2026-10-20
Deane Retirement Strategies, Inc.
DECREASED
Shares20,315 from 20,402
Change-87 (0%)
Value$7.0M (-$300.7K)
Filed 2026-10-09
Processus Wealth & Capital Management, LLC
DECREASED
Shares20,305 from 20,455
Change-150 (-1%)
Value$7.0M (-$323.4K)
Filed 2026-10-16
Titan Investment Management LLC
DECREASED
Shares20,296 from 21,845
Change-1,549 (-7%)
Value$7.0M (-$823.5K)
Filed 2026-10-22
Patten Group, Inc.
INCREASED
Shares20,252 from 19,663
Change+589 (+3%)
Value$7.0M (-$58.9K)
Filed 2026-10-26
Butensky & Cohen Financial Security, Inc
DECREASED
Shares20,239 from 20,280
Change-41 (0%)
Value$7.0M (-$283.6K)
Filed 2026-10-13
Tufton Capital Management
DECREASED
Shares20,211 from 20,496
Change-285 (-1%)
Value$7.0M (-$370.0K)
Filed 2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED
Shares20,136 from 20,656
Change-520 (-3%)
Value$6.9M (-$453.5K)
Filed 2026-10-16
Pennsylvania Capital Management Inc
DECREASED
Shares20,109 from 20,317
Change-208 (-1%)
Value$6.9M (-$341.6K)
Filed 2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares20,102 from 17,903
Change+2,199 (+12%)
Value$6.9M (+$519.0K)
Filed 2026-10-26
Lederer & Associates Investment Counsel
DECREASED
Shares19,990 from 20,505
Change-515 (-3%)
Value$6.9M (-$450.0K)
Filed 2026-10-23
Mechanics Financial Corp
DECREASED
Shares19,966 from 20,178
Change-212 (-1%)
Value$6.9M (-$341.1K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares19,948 from 19,936
Change+12 (+0%)
Value$6.8M (-$32.1K)
Filed 2026-10-21
Charles Schwab Trust Co
INCREASED
Shares19,911 from 17,950
Change+1,961 (+11%)
Value$6.9M (+$436.2K)
Filed 2026-10-15
Ironwood Financial, llc
DECREASED
Shares19,906 from 20,201
Change-295 (-1%)
Value$6.8M (-$271.8K)
Filed 2026-10-20
First Community Trust NA
INCREASED
Shares19,903 from 18,694
Change+1,209 (+6%)
Value$6.8M (+$167.5K)
Filed 2026-10-07
Amarillo National Bank
DECREASED
Shares19,872 from 19,886
Change-14 (0%)
Value$6.8M (-$269.1K)
Filed 2026-10-23
Tilia Fiduciary Partners, Inc.
DECREASED
Shares19,864 from 20,437
Change-573 (-3%)
Value$6.8M (-$468.8K)
Filed 2026-10-09
Archer Investment Corp
DECREASED
Shares19,848 from 20,018
Change-170 (-1%)
Value$6.8M (-$324.3K)
Filed 2026-11-05
GoalVest Advisory LLC
INCREASED
Shares19,827 from 19,370
Change+457 (+2%)
Value$6.8M (-$100.2K)
Filed 2026-10-02
Sitrin Capital Management LLC
DECREASED
Shares19,813 from 20,190
Change-377 (-2%)
Value$6.8M (-$398.0K)
Filed 2026-10-19
Guinness Atkinson Asset Management Inc
DECREASED
Shares19,813 from 20,101
Change-288 (-1%)
Value$6.8M (-$366.2K)
Filed 2026-11-05
Floyd Financial Group LLC
INCREASED
Shares19,773 from 19,124
Change+649 (+3%)
Value$7.0M (+$120.2K)
Filed 2026-10-28
Revolve Wealth Partners, LLC
INCREASED
Shares19,769 from 18,709
Change+1,060 (+6%)
Value$6.8M (+$116.0K)
Filed 2026-10-23
Cooper Investors PTY LTD
DECREASED
Shares19,758 from 25,553
Change-5,795 (-23%)
Value$6.8M (-$2.3M)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
DECREASED
Shares19,736 from 19,908
Change-172 (-1%)
Value$6.8M (-$323.8K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
DECREASED
Shares19,718 from 20,102
Change-384 (-2%)
Value$6.8M (-$399.2K)
Filed 2026-10-21
Tower View Wealth Management LLC
INCREASED
Shares19,661 from 18,332
Change+1,329 (+7%)
Value$6.8M (+$213.5K)
Filed 2026-10-23
Silphium Asset Management Ltd
UNCHANGED
Shares19,510 from 19,510
Change0 (0%)
Value$6.7M (-$259.3K)
Filed 2026-10-27
Grey Ledge Advisors, LLC
DECREASED
Shares19,468 from 19,574
Change-106 (-1%)
Value$6.7M (-$296.6K)
Filed 2026-11-02
Navigation Group, LLC
DECREASED
Shares19,401 from 19,976
Change-575 (-3%)
Value$6.7M (-$463.4K)
Filed 2026-10-28
Howard Financial Services, Ltd.
INCREASED
Shares19,357 from 16,818
Change+2,539 (+15%)
Value$6.7M (+$650.4K)
Filed 2026-10-15
One Wealth Capital Management, LLC
INCREASED
Shares19,348 from 18,190
Change+1,158 (+6%)
Value$6.7M (+$156.8K)
Filed 2026-10-23
Rockingstone Advisors LLC
DECREASED
Shares19,327 from 19,617
Change-290 (-1%)
Value$6.6M (-$360.5K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares19,289 from 18,913
Change+376 (+2%)
Value$6.6M (-$122.2K)
Filed 2026-10-20
Harbour Capital Advisors, LLC
DECREASED
Shares19,267 from 19,342
Change-75 (0%)
Value$6.6M (-$279.2K)
Filed 2026-10-13
Alpha Omega Wealth Management LLC
DECREASED
Shares19,248 from 19,264
Change-16 (0%)
Value$6.6M (-$261.5K)
Filed 2026-10-23
Barton Investment Management
DECREASED
Shares19,155 from 19,268
Change-113 (-1%)
Value$6.6M (-$295.0K)
Filed 2026-10-27
BridgePort Financial Solutions, LLC
INCREASED
Shares19,130 from 18,323
Change+807 (+4%)
Value$6.6M (+$34.1K)
Filed 2026-11-02
Wealth Group, Ltd.
DECREASED
Shares19,105 from 76,506
Change-57,401 (-75%)
Value$6.6M (-$20.8M)
Filed 2026-10-30
KPP Advisory Services LLC
DECREASED
Shares19,082 from 21,348
Change-2,266 (-11%)
Value$6.6M (-$1.1M)
Filed 2026-10-26
Means Investment Co., Inc.
INCREASED
Shares19,079 from 18,702
Change+377 (+2%)
Value$6.6M (-$118.6K)
Filed 2026-11-03
Cornerstone Enterprises, LLC
DECREASED
Shares19,075 from 30,311
Change-11,236 (-37%)
Value$6.6M (-$4.3M)
Filed 2026-10-15
Reflection Asset Management
INCREASED
Shares19,056 from 17,255
Change+1,801 (+10%)
Value$6.6M (+$390.4K)
Filed 2026-10-28
First Bank & Trust
DECREASED
Shares19,048 from 19,180
Change-132 (-1%)
Value$6.6M (-$300.3K)
Filed 2026-10-19
Kendall Capital Management
DECREASED
Shares19,034 from 19,239
Change-205 (-1%)
Value$6.5M (-$326.2K)
Filed 2026-10-23
LB Partners LLC
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$6.5M (-$252.5K)
Filed 2026-11-05
Souders Financial Advisors
INCREASED
Shares18,986 from 16,117
Change+2,869 (+18%)
Value$6.5M (+$772.7K)
Filed 2026-11-03
Grant Private Wealth Management Inc
DECREASED
Shares18,927 from 23,245
Change-4,318 (-19%)
Value$6.5M (-$1.8M)
Filed 2026-10-19
Excalibur Management Corp
INCREASED
Shares18,927 from 18,845
Change+82 (+0%)
Value$6.5M (-$222.2K)
Filed 2026-11-02
Lewis Asset Management, LLC
DECREASED
Shares18,877 from 19,396
Change-519 (-3%)
Value$6.5M (-$436.6K)
Filed 2026-10-14
Rahlfs Capital, LLC
DECREASED
Shares18,829 from 20,115
Change-1,286 (-6%)
Value$6.5M (-$709.8K)
Filed 2026-10-23
Point Windward Advisors Inc.
DECREASED
Shares18,813 from 19,361
Change-548 (-3%)
Value$6.5M (-$445.9K)
Filed 2026-11-06
Nautilus Advisors LLC
DECREASED
Shares18,740 from 19,893
Change-1,153 (-6%)
Value$6.4M (-$657.4K)
Filed 2026-10-07
Crown Wealth Group, LLC
DECREASED
Shares18,738 from 19,969
Change-1,231 (-6%)
Value$6.4M (-$689.0K)
Filed 2026-10-19
Autumn Glory Partners, LLC
INCREASED
Shares18,717 from 18,662
Change+55 (+0%)
Value$6.4M (-$229.1K)
Filed 2026-10-26
Grace & White Inc
INCREASED
Shares18,711 from 10,225
Change+8,486 (+83%)
Value$6.4M (+$2.8M)
Filed 2026-10-23
Pinion Investment Advisors, LLC
INCREASED
Shares18,653 from 18,558
Change+95 (+1%)
Value$6.4M (-$213.9K)
Filed 2026-11-04
Central Valley Advisors, LLC
DECREASED
Shares18,642 from 18,784
Change-142 (-1%)
Value$6.4M (-$298.3K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
INCREASED
Shares18,615 from 13,380
Change+5,235 (+39%)
Value$6.4M (+$1.6M)
Filed 2026-10-29
Kessler Investment Group, LLC
DECREASED
Shares18,581 from 19,225
Change-644 (-3%)
Value$6.4M (-$477.1K)
Filed 2026-10-08
Certified Advisory Corp
DECREASED
Shares18,502 from 19,479
Change-977 (-5%)
Value$6.4M (-$595.1K)
Filed 2026-10-29
Investment Management Trust, LLC
DECREASED
Shares18,475 from 18,634
Change-159 (-1%)
Value$6.4M (-$302.3K)
Filed 2026-11-05
Watchman Group, Inc.
DECREASED
Shares18,470 from 19,319
Change-849 (-4%)
Value$6.4M (-$548.8K)
Filed 2026-10-16
Orrstown Financial Services Inc
DECREASED
Shares18,463 from 18,633
Change-170 (-1%)
Value$6.4M (-$306.1K)
Filed 2026-10-14
Mirabaud & Cie SA
INCREASED
Shares18,458 from 18,085
Change+373 (+2%)
Value$6.4M (-$112.0K)
Filed 2026-10-27
Green Ridge Wealth Planning LLC
DECREASED
Shares18,450 from 20,167
Change-1,717 (-9%)
Value$6.3M (-$859.1K)
Filed 2026-10-08
Tobam
DECREASED
Shares18,426 from 33,832
Change-15,406 (-46%)
Value$6.3M (-$5.8M)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares18,415 from 18,179
Change+236 (+1%)
Value$6.3M (-$160.5K)
Filed 2026-10-22
Eagle Strategies LLC
INCREASED
Shares18,350 from 18,185
Change+165 (+1%)
Value$6.3M (-$184.8K)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares18,347 from 2,488
Change+15,859 (+637%)
Value$6.4M (+$5.5M)
Filed 2026-10-20
Noesis Capital Mangement Corp
INCREASED
Shares18,311 from 17,016
Change+1,295 (+8%)
Value$6.3M (+$219.5K)
Filed 2026-10-26
Insight Inv LLC
DECREASED
Shares18,308 from 18,409
Change-101 (-1%)
Value$6.3M (-$279.4K)
Filed 2026-10-27
Income Insurance Ltd
INCREASED
Shares18,280 from 18,080
Change+200 (+1%)
Value$6.3M (-$171.5K)
Filed 2026-10-21
Polaris Investment Advisors, LLC
UNCHANGED
Shares18,239 from 18,239
Change0 (0%)
Value$6.3M (-$242.3K)
Filed 2026-10-20
Vigilare Wealth Management
INCREASED
Shares18,235 from 18,219
Change+16 (+0%)
Value$6.3M (-$236.4K)
Filed 2026-10-29
Spectrum Strategic Capital Management, LLC
INCREASED
Shares18,198 from 17,208
Change+990 (+6%)
Value$6.3M (+$112.0K)
Filed 2026-10-22
3Chopt Investment Partners, LLC
INCREASED
Shares18,192 from 12,697
Change+5,495 (+43%)
Value$6.3M (+$1.7M)
Filed 2026-10-30
Alhambra Investment Management LLC
DECREASED
Shares18,190 from 18,331
Change-141 (-1%)
Value$6.3M (-$292.1K)
Filed 2026-10-15
Roxbury Financial LLC
INCREASED
Shares18,188 from 18,086
Change+102 (+1%)
Value$6.3M (-$205.0K)
Filed 2026-10-01
Aspetuck Financial Management LLC
DECREASED
Shares18,121 from 19,716
Change-1,595 (-8%)
Value$6.2M (-$810.8K)
Filed 2026-11-04
OMC Financial Services LTD
DECREASED
Shares18,112 from 34,365
Change-16,253 (-47%)
Value$6.2M (-$6.0M)
Filed 2026-10-19
Herbst Group, LLC
DECREASED
Shares18,106 from 18,824
Change-718 (-4%)
Value$6.2M (-$497.2K)
Filed 2026-10-20
Collaborative Fund Advisors, LLC
INCREASED
Shares18,064 from 14,844
Change+3,220 (+22%)
Value$6.2M (+$910.7K)
Filed 2026-11-02
Mccarter Private Wealth Services LLC
DECREASED
Shares18,020 from 18,282
Change-262 (-1%)
Value$6.2M (-$333.1K)
Filed 2026-10-22
LEE Danner & Bass Inc
DECREASED
Shares18,011 from 18,126
Change-115 (-1%)
Value$6.2M (-$280.5K)
Filed 2026-10-27
Viking Fund Management LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$6.2M (-$239.2K)
Filed 2026-10-14
SkyOak Wealth, LLC
DECREASED
Shares17,880 from 18,614
Change-734 (-4%)
Value$6.2M (-$499.9K)
Filed 2026-10-28
BG Investment Services, LLC
INCREASED
Shares17,833 from 1,501
Change+16,332 (+1088%)
Value$6.1M (+$5.6M)
Filed 2026-10-23
Progressive Investment Management Corp
DECREASED
Shares17,829 from 18,309
Change-480 (-3%)
Value$6.1M (-$408.5K)
Filed 2026-10-26
Great Diamond Partners, LLC
DECREASED
Shares17,822 from 18,219
Change-397 (-2%)
Value$6.1M (-$378.7K)
Filed 2026-10-13
Malaga Cove Capital, LLC
DECREASED
Shares17,811 from 19,081
Change-1,270 (-7%)
Value$6.1M (-$690.6K)
Filed 2026-10-23
Evolution Wealth Advisors, LLC
INCREASED
Shares17,776 from 15,773
Change+2,003 (+13%)
Value$6.1M (+$479.5K)
Filed 2026-11-03
Fjell Capital, LLC
INCREASED
Shares17,772 from 17,365
Change+407 (+2%)
Value$6.1M (-$90.7K)
Filed 2026-10-13
Freedom Day Solutions, LLC
INCREASED
Shares17,713 from 16,989
Change+724 (+4%)
Value$6.1M (+$23.1K)
Filed 2026-10-20
Kelleher Financial Advisors
DECREASED
Shares17,658 from 39,268
Change-21,610 (-55%)
Value$6.1M (-$8.0M)
Filed 2026-10-30
Waterway Wealth Management, LLC
INCREASED
Shares17,637 from 16,735
Change+902 (+5%)
Value$6.1M (+$88.1K)
Filed 2026-10-28
Brucke Financial, Inc.
INCREASED
Shares17,613 from 16,470
Change+1,143 (+7%)
Value$6.1M (+$174.4K)
Filed 2026-10-23
Davidson Capital Management Inc.
INCREASED
Shares17,592 from 17,175
Change+417 (+2%)
Value$6.1M (-$84.8K)
Filed 2026-10-15
Aspire Private Capital, LLC
DECREASED
Shares17,557 from 18,295
Change-738 (-4%)
Value$6.0M (-$497.2K)
Filed 2026-11-05
Accredited Investors Inc.
INCREASED
Shares17,551 from 17,147
Change+404 (+2%)
Value$6.0M (-$89.1K)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
INCREASED
Shares17,545 from 17,205
Change+340 (+2%)
Value$6.0M (-$111.6K)
Filed 2026-10-28
Core Wealth Partners LLC
INCREASED
Shares17,486 from 17,391
Change+95 (+1%)
Value$6.0M (-$198.4K)
Filed 2026-11-02
Canandaigua National Bank & Trust Co
INCREASED
Shares17,471 from 17,086
Change+385 (+2%)
Value$6.0M (-$94.6K)
Filed 2026-10-07
Inlet Private Wealth, LLC
UNCHANGED
Shares17,455 from 17,455
Change0 (0%)
Value$6.0M (-$232.0K)
Filed 2026-10-21
Towne Trust Company, N.a
DECREASED
Shares17,448 from 17,613
Change-165 (-1%)
Value$6.0M (-$290.9K)
Filed 2026-10-28
ICW Investment Advisors LLC
DECREASED
Shares17,427 from 17,840
Change-413 (-2%)
Value$6.0M (-$379.1K)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED
Shares17,412 from 17,788
Change-376 (-2%)
Value$6.0M (-$365.8K)
Filed 2026-11-02
DeDora Capital, Inc.
DECREASED
Shares17,401 from 20,156
Change-2,755 (-14%)
Value$6.0M (-$1.2M)
Filed 2026-10-26
Jacobsen Capital Management
DECREASED
Shares17,393 from 17,429
Change-36 (0%)
Value$6.0M (-$244.0K)
Filed 2026-10-27
Harfst & Associates, Inc.
INCREASED
Shares17,334 from 16,584
Change+750 (+5%)
Value$6.0M (+$37.3K)
Filed 2026-10-20
Wincap Financial LLC
INCREASED
Shares17,311 from 15,768
Change+1,543 (+10%)
Value$6.0M (+$321.5K)
Filed 2026-10-20
Veracity Capital LLC
INCREASED
Shares17,310 from 17,081
Change+229 (+1%)
Value$6.0M (-$148.2K)
Filed 2026-10-08
Virtue Capital Management, LLC
INCREASED
Shares17,259 from 16,107
Change+1,152 (+7%)
Value$5.9M (+$181.6K)
Filed 2026-10-29
Key FInancial Inc
INCREASED
Shares17,204 from 17,109
Change+95 (+1%)
Value$5.9M (-$194.7K)
Filed 2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED
Shares17,183 from 17,727
Change-544 (-3%)
Value$5.9M (-$422.8K)
Filed 2026-10-15
Parkway Wealth Management Group, LLC
INCREASED
Shares17,109 from 14,732
Change+2,377 (+16%)
Value$5.9M (+$622.1K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares17,102 from 8,573
Change+8,529 (+99%)
Value$5.9M (+$2.8M)
Filed 2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED
Shares17,090 from 17,090
Change0 (0%)
Value$5.9M (-$243.4K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
INCREASED
Shares17,089 from 16,539
Change+550 (+3%)
Value$5.9M (-$30.6K)
Filed 2026-10-16
Financial Advisory Partners, LLC
DECREASED
Shares17,081 from 17,276
Change-195 (-1%)
Value$5.9M (-$296.7K)
Filed 2026-10-23
St. Johns Investment Management Company, LLC
INCREASED
Shares17,030 from 17,000
Change+30 (+0%)
Value$5.9M (-$215.6K)
Filed 2026-10-30
Platt Wealth Management LLC
DECREASED
Shares17,025 from 17,058
Change-33 (0%)
Value$5.9M (-$238.0K)
Filed 2026-11-04
Invera Wealth Advisors, LLC
INCREASED
Shares16,997 from 16,659
Change+338 (+2%)
Value$5.8M (-$105.1K)
Filed 2026-10-28
First United Bank & Trust
DECREASED
Shares16,922 from 17,183
Change-261 (-2%)
Value$5.8M (-$318.2K)
Filed 2026-10-22
Smith Thornton Advisors LLC
INCREASED
Shares16,902 from 16,879
Change+23 (+0%)
Value$5.8M (-$134.2K)
Filed 2026-10-16
W.H. Cornerstone Investments Inc.
DECREASED
Shares16,861 from 17,100
Change-239 (-1%)
Value$5.8M (-$309.5K)
Filed 2026-11-03
Thrive Capital Management, LLC
INCREASED
Shares16,837 from 14,187
Change+2,650 (+19%)
Value$5.8M (+$723.3K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
DECREASED
Shares16,836 from 16,908
Change-72 (0%)
Value$5.8M (-$249.4K)
Filed 2026-10-09
Cornerstone Planning, LLC
INCREASED
Shares16,827 from 16,768
Change+59 (+0%)
Value$5.9M (-$47.3K)
Filed 2026-10-27
Missouri Trust & Investment Co
DECREASED
Shares16,782 from 16,908
Change-126 (-1%)
Value$5.8M (-$247.1K)
Filed 2026-11-04
Retirement Planning Group, LLC
INCREASED
Shares16,764 from 16,203
Change+561 (+3%)
Value$5.8M (-$22.2K)
Filed 2026-10-19
NBH Bank
INCREASED
Shares16,729 from 15,978
Change+751 (+5%)
Value$5.8M (+$46.1K)
Filed 2026-11-05
MFA Wealth Advisors, LLC
INCREASED
Shares16,722 from 16,379
Change+343 (+2%)
Value$5.8M (-$99.6K)
Filed 2026-10-07
RMR Capital Management, LLC
UNCHANGED
Shares16,703 from 16,703
Change0 (0%)
Value$5.7M (-$222.0K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares16,690 from 14,886
Change+1,804 (+12%)
Value$5.7M (+$422.7K)
Filed 2026-11-03
True Private Wealth Advisors
DECREASED
Shares16,616 from 16,683
Change-67 (0%)
Value$5.7M (-$244.7K)
Filed 2026-10-19
Bond & Devick Financial Network, Inc.
DECREASED
Shares16,597 from 16,791
Change-194 (-1%)
Value$5.7M (-$289.9K)
Filed 2026-10-23
Marathon Wealth Advisors LLC
INCREASED
Shares16,597 from 16,579
Change+18 (+0%)
Value$5.7M (-$213.9K)
Filed 2026-11-04
Wiregrass Investment Management LLC
INCREASED
Shares16,564 from 16,484
Change+80 (+0%)
Value$5.7M (-$191.4K)
Filed 2026-11-05
Robbins Farley
INCREASED
Shares16,558 from 16,379
Change+179 (+1%)
Value$5.7M (-$156.1K)
Filed 2026-10-21
Greg Jennings, LLC
NEW
Shares16,539
Change+16,539
Value$5.7M
Filed 2026-10-19
ASK Capital Investment Managers, LLC
NEW
Shares16,469
Change+16,469
Value$5.7M
Filed 2026-10-14
Greenfield Savings Bank
DECREASED
Shares16,440 from 16,600
Change-160 (-1%)
Value$5.7M (-$275.7K)
Filed 2026-10-07
Zega Investments, LLC
DECREASED
Shares16,434 from 25,830
Change-9,396 (-36%)
Value$5.7M (-$3.6M)
Filed 2026-11-04
Woodside Wealth Management LLC
UNCHANGED
Shares16,400 from 16,400
Change0 (0%)
Value$5.6M (-$218.0K)
Filed 2026-10-16
Raleigh Capital Management Inc.
DECREASED
Shares16,373 from 17,635
Change-1,262 (-7%)
Value$5.6M (-$668.5K)
Filed 2026-10-28
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares16,372 from 16,686
Change-314 (-2%)
Value$5.6M (-$329.8K)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares16,360 from 15,511
Change+849 (+5%)
Value$5.6M (+$86.0K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares16,329 from 16,329
Change0 (0%)
Value$5.8M ($0)
Filed 2026-10-26
Campbell Newman Asset Management Inc
DECREASED
Shares16,097 from 16,262
Change-165 (-1%)
Value$5.5M (-$272.9K)
Filed 2026-10-22
Investment Research Partners LLC
DECREASED
Shares16,092 from 16,319
Change-227 (-1%)
Value$5.5M (-$295.0K)
Filed 2026-10-19
Leisure Capital Management
DECREASED
Shares16,088 from 16,300
Change-212 (-1%)
Value$5.5M (-$289.6K)
Filed 2026-11-03
Uptick Partners, LLC
INCREASED
Shares16,065 from 15,742
Change+323 (+2%)
Value$5.5M (-$97.8K)
Filed 2026-11-04
Sunbeam Capital Management, LLC
DECREASED
Shares16,003 from 16,867
Change-864 (-5%)
Value$5.5M (-$521.5K)
Filed 2026-11-05
Wakefield Asset Management Lllp
INCREASED
Shares15,914 from 15,582
Change+332 (+2%)
Value$5.5M (-$92.9K)
Filed 2026-11-05
Willow Creek Wealth Management Inc.
INCREASED
Shares15,893 from 15,773
Change+120 (+1%)
Value$5.5M (-$168.3K)
Filed 2026-10-26
Golden Reserve Retirement LLC
INCREASED
Shares15,822 from 10,289
Change+5,533 (+54%)
Value$5.4M (+$1.8M)
Filed 2026-11-02
QTR Family Wealth, LLC
DECREASED
Shares15,819 from 15,922
Change-103 (-1%)
Value$5.4M (-$246.9K)
Filed 2026-11-02
Rakuten Securities, Inc.
INCREASED
Shares15,815 from 10,191
Change+5,624 (+55%)
Value$5.4M (+$1.8M)
Filed 2026-11-02
Elmwood Wealth Management, Inc.
INCREASED
Shares15,815 from 15,108
Change+707 (+5%)
Value$5.4M (+$42.6K)
Filed 2026-10-14
McHugh Group, LLC
UNCHANGED
Shares15,810 from 15,810
Change0 (0%)
Value$5.4M (-$210.1K)
Filed 2026-10-19
Orca Investment Management, LLC
DECREASED
Shares15,787 from 16,018
Change-231 (-1%)
Value$5.4M (-$292.4K)
Filed 2026-10-29
WealthPLAN Partners, LLC
INCREASED
Shares15,757 from 13,617
Change+2,140 (+16%)
Value$5.4M (+$555.4K)
Filed 2026-10-15
Sidoxia Capital Management, LLC
INCREASED
Shares15,745 from 15,390
Change+355 (+2%)
Value$5.4M (-$82.4K)
Filed 2026-10-28
Waters Parkerson & Co., LLC
INCREASED
Shares15,737 from 15,512
Change+225 (+1%)
Value$5.4M (-$128.7K)
Filed 2026-11-04
Old Port Advisors
DECREASED
Shares15,725 from 16,361
Change-636 (-4%)
Value$5.4M (-$436.3K)
Filed 2026-10-23
Cromwell Holdings LLC
DECREASED
Shares15,718 from 16,221
Change-503 (-3%)
Value$5.4M (-$388.6K)
Filed 2026-10-28
Werba Rubin Papier Wealth Management
INCREASED
Shares15,712 from 15,191
Change+521 (+3%)
Value$5.4M (-$22.6K)
Filed 2026-11-06
Hurley Capital, LLC
INCREASED
Shares15,705 from 15,491
Change+214 (+1%)
Value$5.4M (-$132.3K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares15,693 from 16,553
Change-860 (-5%)
Value$5.4M (-$515.9K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
DECREASED
Shares15,673 from 16,239
Change-566 (-3%)
Value$5.4M (-$410.6K)
Filed 2026-10-30
SYM Financial Corp
INCREASED
Shares15,585 from 15,424
Change+161 (+1%)
Value$5.4M (-$149.8K)
Filed 2026-10-26
Leo Wealth, LLC
NEW
Shares15,562
Change+15,562
Value$5.4M
Filed 2026-10-26
Forza Wealth Management, LLC
INCREASED
Shares15,529 from 14,144
Change+1,385 (+10%)
Value$5.3M (+$288.6K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
INCREASED
Shares15,508 from 15,018
Change+490 (+3%)
Value$5.3M (-$31.0K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares15,446 from 13,972
Change+1,474 (+11%)
Value$5.3M (+$321.6K)
Filed 2026-11-05
Martin Capital Advisors, LLP
DECREASED
Shares15,444 from 15,464
Change-20 (0%)
Value$5.3M (-$212.4K)
Filed 2026-10-15
Argus Investors' Counsel, Inc.
INCREASED
Shares15,396 from 15,356
Change+40 (+0%)
Value$5.3M (-$190.3K)
Filed 2026-10-09
Mindset Wealth Management, LLC
INCREASED
Shares15,388 from 15,172
Change+216 (+1%)
Value$5.3M (-$127.2K)
Filed 2026-10-19
Palisade Asset Management, LLC
INCREASED
Shares15,354 from 15,197
Change+157 (+1%)
Value$5.3M (-$147.9K)
Filed 2026-11-03
Thrive Wealth Management, LLC
INCREASED
Shares15,330 from 14,216
Change+1,114 (+8%)
Value$5.3M (+$194.5K)
Filed 2026-10-13
Vertrix Wealth Management, LLC
INCREASED
Shares15,281 from 11,663
Change+3,618 (+31%)
Value$5.3M (+$1.1M)
Filed 2026-10-13
PCA Investment Advisory Services Inc.
DECREASED
Shares15,224 from 15,641
Change-417 (-3%)
Value$5.2M (-$351.3K)
Filed 2026-10-13
AXS Investments LLC
INCREASED
Shares15,202 from 14,408
Change+794 (+6%)
Value$5.2M (+$81.7K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
INCREASED
Shares15,165 from 15,100
Change+65 (+0%)
Value$5.2M (-$178.3K)
Filed 2026-10-21
Seven Post Investment Office LP
INCREASED
Shares15,140 from 1,940
Change+13,200 (+680%)
Value$5.2M (+$4.5M)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares15,086 from 15,592
Change-506 (-3%)
Value$5.2M (-$381.3K)
Filed 2026-10-30
Sun Group Wealth Partners
INCREASED
Shares15,073 from 14,883
Change+190 (+1%)
Value$5.2M (-$132.4K)
Filed 2026-10-26
Accel Wealth Management
DECREASED
Shares15,052 from 15,324
Change-272 (-2%)
Value$5.2M (-$297.5K)
Filed 2026-10-13
Peoples Bank
DECREASED
Shares15,050 from 15,840
Change-790 (-5%)
Value$5.2M (-$482.3K)
Filed 2026-10-09
Rainier Family Wealth Inc
DECREASED
Shares15,028 from 15,422
Change-394 (-3%)
Value$5.2M (-$340.5K)
Filed 2026-11-02
Investment Insight Wealth Management, LLC
INCREASED
Shares15,022 from 14,768
Change+254 (+2%)
Value$5.2M (-$108.7K)
Filed 2026-10-30
jvl associates llc
INCREASED
Shares15,009 from 14,850
Change+159 (+1%)
Value$5.2M (-$142.6K)
Filed 2026-10-09
PKO BP Bankowy Universal Pension Society JSC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$5.2M (-$199.4K)
Filed 2026-10-09
Pine Haven Investment Counsel, Inc
DECREASED
Shares14,989 from 15,114
Change-125 (-1%)
Value$5.2M (-$243.9K)
Filed 2026-11-02
BFI Infinity Ltd.
INCREASED
Shares14,980 from 12,143
Change+2,837 (+23%)
Value$5.2M (+$814.8K)
Filed 2026-10-16
Myecfo, LLC
DECREASED
Shares14,972 from 15,236
Change-264 (-2%)
Value$5.2M (-$293.3K)
Filed 2026-10-14
Argos Wealth Advisors, LLC
DECREASED
Shares14,956 from 15,817
Change-861 (-5%)
Value$5.1M (-$506.5K)
Filed 2026-11-02
Milestone Asset Management Group, LLC
INCREASED
Shares14,946 from 13,626
Change+1,320 (+10%)
Value$5.1M (+$272.9K)
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares14,924 from 15,376
Change-452 (-3%)
Value$5.1M (-$359.9K)
Filed 2026-10-22
Meridian Financial Partners LLC
DECREASED
Shares14,893 from 14,923
Change-30 (0%)
Value$5.2M (-$334.3K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares14,891 from 15,667
Change-776 (-5%)
Value$5.1M (-$475.0K)
Filed 2026-10-14
JGP Wealth Management, LLC
INCREASED
Shares14,880 from 13,986
Change+894 (+6%)
Value$5.1M (+$121.9K)
Filed 2026-10-13
Pathway Financial Advisers, LLC
INCREASED
Shares14,873 from 13,837
Change+1,036 (+7%)
Value$5.1M (+$172.5K)
Filed 2026-10-27
Ameliora Wealth Management Ltd.
DECREASED
Shares14,867 from 15,438
Change-571 (-4%)
Value$5.1M (-$401.6K)
Filed 2026-10-23
Monarch Capital Management Inc
DECREASED
Shares14,850 from 15,058
Change-208 (-1%)
Value$5.1M (-$271.7K)
Filed 2026-10-19
Eukles Asset Management
DECREASED
Shares14,849 from 14,903
Change-54 (0%)
Value$5.1M (-$216.6K)
Filed 2026-11-04
SJS Investment Consulting Inc.
DECREASED
Shares14,805 from 15,362
Change-557 (-4%)
Value$5.1M (-$395.8K)
Filed 2026-10-26
Atlatl Advisers LLC
INCREASED
Shares14,775 from 4,970
Change+9,805 (+197%)
Value$5.1M (+$3.3M)
Filed 2026-10-22
Oak Asset Management, LLC
INCREASED
Shares14,761 from 14,500
Change+261 (+2%)
Value$5.1M (-$102.9K)
Filed 2026-10-13
Cullen Investment Group, Ltd.
INCREASED
Shares14,758 from 14,641
Change+117 (+1%)
Value$5.2M (-$26.7K)
Filed 2026-10-13
Prudent Man Advisors, LLC
DECREASED
Shares14,756 from 15,063
Change-307 (-2%)
Value$5.1M (-$305.8K)
Filed 2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED
Shares14,709 from 14,746
Change-37 (0%)
Value$5.1M (-$208.9K)
Filed 2026-10-09
Urban Wealth Management, LLC
INCREASED
Shares14,667 from 14,437
Change+230 (+2%)
Value$5.0M (-$113.0K)
Filed 2026-10-21
1900 Wealth Management LLC
INCREASED
Shares14,656 from 13,171
Change+1,485 (+11%)
Value$5.0M (+$335.9K)
Filed 2026-10-13
Blueprint Financial Advisors LLC
DECREASED
Shares14,630 from 14,673
Change-43 (0%)
Value$5.0M (-$210.0K)
Filed 2026-10-28
Woodward Diversified Capital, LLC
INCREASED
Shares14,625 from 13,973
Change+652 (+5%)
Value$5.0M (+$38.7K)
Filed 2026-10-21
Proathlete Wealth Management LLC
INCREASED
Shares14,587 from 13,065
Change+1,522 (+12%)
Value$5.0M (+$350.7K)
Filed 2026-10-15
Union Savings Bank
INCREASED
Shares14,563 from 14,326
Change+237 (+2%)
Value$5.0M (-$108.9K)
Filed 2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares14,548 from 14,654
Change-106 (-1%)
Value$5.0M (-$231.1K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
DECREASED
Shares14,515 from 14,520
Change-5 (0%)
Value$5.0M (-$194.7K)
Filed 2026-10-14
Westhampton Capital, LLC
INCREASED
Shares14,509 from 14,459
Change+50 (+0%)
Value$5.0M (-$175.0K)
Filed 2026-10-30
FinArc Investments, Inc.
DECREASED
Shares14,502 from 15,157
Change-655 (-4%)
Value$5.0M (-$426.8K)
Filed 2026-10-14
Talbot Financial, LLC
INCREASED
Shares14,492 from 14,443
Change+49 (+0%)
Value$5.0M (-$175.1K)
Filed 2026-10-19
Cannon Advisors, Inc.
INCREASED
Shares14,462 from 13,924
Change+538 (+4%)
Value$5.1M (+$110.6K)
Filed 2026-10-14
First Command Advisory Services, Inc.
INCREASED
Shares14,461 from 8,926
Change+5,535 (+62%)
Value$5.0M (+$1.8M)
Filed 2026-11-05
MW Advisory, LLC
INCREASED
Shares14,409 from 11,477
Change+2,932 (+26%)
Value$5.0M (+$856.0K)
Filed 2026-10-19
Corrado Advisors, LLC
DECREASED
Shares14,366 from 17,093
Change-2,727 (-16%)
Value$4.9M (-$1.2M)
Filed 2026-10-27
Willow Creek Capital Management, Inc.
UNCHANGED
Shares14,322 from 14,322
Change0 (0%)
Value$5.1M ($0)
Filed 2026-10-16
CrossGen Wealth, LLC
DECREASED
Shares14,319 from 14,423
Change-104 (-1%)
Value$4.9M (-$227.4K)
Filed 2026-10-30
Strong Retirement Solutions LLC
INCREASED
Shares14,276 from 9,640
Change+4,636 (+48%)
Value$4.9M (+$1.5M)
Filed 2026-10-07
Next Level Private LLC
INCREASED
Shares14,259 from 13,587
Change+672 (+5%)
Value$4.9M (+$50.8K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED
Shares14,238 from 13,599
Change+639 (+5%)
Value$4.9M (+$39.1K)
Filed 2026-11-03
Power Wealth Management LLC
DECREASED
Shares14,238 from 14,329
Change-91 (-1%)
Value$4.9M (-$222.1K)
Filed 2026-10-27
Windmill Hill Asset Management Ltd
UNCHANGED
Shares14,194 from 14,194
Change0 (0%)
Value$4.9M (-$188.6K)
Filed 2026-10-28
Alexander Randolph Advisory, Inc.
DECREASED
Shares14,186 from 14,243
Change-57 (0%)
Value$4.9M (-$208.9K)
Filed 2026-11-04
GS Investments, Inc.
DECREASED
Shares14,155 from 14,302
Change-147 (-1%)
Value$4.9M (-$240.7K)
Filed 2026-11-05
Diligent Investors, LLC
INCREASED
Shares14,131 from 13,977
Change+154 (+1%)
Value$4.9M (-$132.5K)
Filed 2026-10-21
Altus Wealth Group LLC
DECREASED
Shares14,114 from 14,569
Change-455 (-3%)
Value$4.9M (-$350.1K)
Filed 2026-10-20
Kennebec Savings Bank
DECREASED
Shares14,097 from 14,156
Change-59 (0%)
Value$4.9M (-$208.4K)
Filed 2026-10-22
Legacy Capital Wealth Partners, LLC
INCREASED
Shares14,077 from 13,640
Change+437 (+3%)
Value$4.8M (-$30.9K)
Filed 2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares14,047 from 13,301
Change+746 (+6%)
Value$4.8M (+$79.9K)
Filed 2026-10-20
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares14,017 from 14,104
Change-87 (-1%)
Value$4.8M (-$217.4K)
Filed 2026-10-09
Eagle Harbor Asset Management Inc
DECREASED
Shares13,992 from 14,031
Change-39 (0%)
Value$4.8M (-$199.8K)
Filed 2026-10-21
Dutch Asset Corp
INCREASED
Shares13,972 from 13,544
Change+428 (+3%)
Value$4.8M (-$32.7K)
Filed 2026-10-20
Maytree Asset Management Ltd
DECREASED
Shares13,926 from 20,258
Change-6,332 (-31%)
Value$4.8M (-$2.4M)
Filed 2026-10-29
XXI Wealth, LLC
INCREASED
Shares13,817 from 11,410
Change+2,407 (+21%)
Value$4.8M (+$676.6K)
Filed 2026-10-22
First County Bank
INCREASED
Shares13,796 from 13,343
Change+453 (+3%)
Value$4.7M (-$21.5K)
Filed 2026-10-13
Beacon Financial Advisory LLC
INCREASED
Shares13,792 from 13,422
Change+370 (+3%)
Value$4.7M (-$51.0K)
Filed 2026-10-16
Adelphi Trust Co
DECREASED
Shares13,730 from 15,510
Change-1,780 (-11%)
Value$4.7M (-$818.6K)
Filed 2026-10-05
Signature Wealth Management Partners, LLC
INCREASED
Shares13,719 from 13,587
Change+132 (+1%)
Value$4.7M (-$135.1K)
Filed 2026-10-21
Lantern Wealth Advisors, LLC
INCREASED
Shares13,712 from 13,341
Change+371 (+3%)
Value$4.7M (-$49.9K)
Filed 2026-10-22
Cross Staff Investments Inc
INCREASED
Shares13,689 from 13,687
Change+2 (+0%)
Value$4.7M (-$181.3K)
Filed 2026-10-22
Cottage Street Advisors LLC
DECREASED
Shares13,680 from 14,380
Change-700 (-5%)
Value$4.7M (-$456.7K)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares13,648 from 13,609
Change+39 (+0%)
Value$4.7M (-$167.2K)
Filed 2026-10-09
Constitution Capital LLC
INCREASED
Shares13,640 from 13,580
Change+60 (+0%)
Value$4.7M (-$159.8K)
Filed 2026-10-23
Wealth Science Advisors LLC
INCREASED
Shares13,579 from 13,047
Change+532 (+4%)
Value$4.7M (+$9.7K)
Filed 2026-10-09
Occidental Asset Management, LLC
INCREASED
Shares13,542 from 11,578
Change+1,964 (+17%)
Value$4.7M (+$521.9K)
Filed 2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares13,542 from 13,542
Change0 (0%)
Value$4.7M (-$180.0K)
Filed 2026-10-26
Elevatus Welath Management
INCREASED
Shares13,536 from 10,575
Change+2,961 (+28%)
Value$4.7M (+$878.0K)
Filed 2026-10-19
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
NEW
Shares13,500
Change+13,500
Value$4.6M
Filed 2026-10-29
Advocate Group LLC
INCREASED
Shares13,483 from 13,453
Change+30 (+0%)
Value$4.6M (-$168.5K)
Filed 2026-10-19
Weaver Consulting Group
INCREASED
Shares13,451 from 13,006
Change+445 (+3%)
Value$4.6M (-$19.8K)
Filed 2026-10-07
Yankcom Partnership
DECREASED
Shares13,445 from 13,975
Change-530 (-4%)
Value$4.6M (-$368.1K)
Filed 2026-10-15
Aire Advisors, LLC
DECREASED
Shares13,441 from 13,683
Change-242 (-2%)
Value$4.6M (-$265.3K)
Filed 2026-10-22
Brady Martz Wealth Solutions, LLC
INCREASED
Shares13,430 from 12,182
Change+1,248 (+10%)
Value$4.6M (+$267.6K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
INCREASED
Shares13,330 from 10,517
Change+2,813 (+27%)
Value$4.6M (+$849.5K)
Filed 2026-10-19
Steginsky Capital LLC
UNCHANGED
Shares13,327 from 13,327
Change0 (0%)
Value$4.6M (-$177.0K)
Filed 2026-10-07
Bank & Trust Co
DECREASED
Shares13,306 from 13,346
Change-40 (0%)
Value$4.6M (-$191.1K)
Filed 2026-10-07
Axon Capital LP
DECREASED
Shares13,300 from 21,000
Change-7,700 (-37%)
Value$4.6M (-$2.9M)
Filed 2026-10-27
Sheets Smith Wealth Management
DECREASED
Shares13,277 from 15,369
Change-2,092 (-14%)
Value$4.6M (-$924.4K)
Filed 2026-10-16
Sherman Asset Management, Inc.
DECREASED
Shares13,246 from 14,035
Change-789 (-6%)
Value$4.6M (-$458.0K)
Filed 2026-11-05
Obsidian CIO, LLC
INCREASED
Shares13,246 from 12,662
Change+584 (+5%)
Value$4.6M (+$32.6K)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares13,230 from 13,594
Change-364 (-3%)
Value$4.6M (-$306.0K)
Filed 2026-11-03
Rose Capital Advisors LLC
INCREASED
Shares13,215 from 4,023
Change+9,192 (+228%)
Value$4.5M (+$3.1M)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares13,213 from 12,712
Change+501 (+4%)
Value$4.5M (+$3.5K)
Filed 2026-10-09
KG Capital Management
DECREASED
Shares13,207 from 13,260
Change-53 (0%)
Value$4.5M (-$194.2K)
Filed 2026-10-15
TSG Advice Partners, LLC
NEW
Shares13,172
Change+13,172
Value$4.7M
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares13,172 from 8,182
Change+4,990 (+61%)
Value$4.5M (+$1.6M)
Filed 2026-10-16
Abacus Wealth Partners, LLC
INCREASED
Shares13,162 from 11,458
Change+1,704 (+15%)
Value$4.5M (+$434.0K)
Filed 2026-11-03
Eagle Wealth Advisors LLC
INCREASED
Shares13,129 from 12,880
Change+249 (+2%)
Value$4.5M (-$85.5K)
Filed 2026-10-20
Colonial River Investments, LLC
INCREASED
Shares13,120 from 12,955
Change+165 (+1%)
Value$4.5M (-$115.4K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
DECREASED
Shares13,089 from 13,141
Change-52 (0%)
Value$4.5M (-$192.8K)
Filed 2026-10-14
BXM Wealth LLC
INCREASED
Shares13,085 from 12,824
Change+261 (+2%)
Value$4.5M (-$80.6K)
Filed 2026-11-03
Tower Trust & Investment Co
DECREASED
Shares13,071 from 13,083
Change-12 (0%)
Value$4.5M (-$178.0K)
Filed 2026-10-28
Atticus Wealth Management, LLC
INCREASED
Shares13,070 from 12,062
Change+1,008 (+8%)
Value$4.5M (+$186.6K)
Filed 2026-10-20
BNB Wealth Management, LLC
DECREASED
Shares13,007 from 13,484
Change-477 (-4%)
Value$4.5M (-$343.3K)
Filed 2026-10-28
Farrow Financial, Inc.
DECREASED
Shares12,998 from 13,074
Change-76 (-1%)
Value$4.5M (-$199.9K)
Filed 2026-10-30
Palacios Wealth Management, LLC
DECREASED
Shares12,990 from 13,090
Change-100 (-1%)
Value$4.5M (-$208.4K)
Filed 2026-11-04
Peachtree Investment Partners, LLC
INCREASED
Shares12,983 from 12,879
Change+104 (+1%)
Value$4.5M (-$135.3K)
Filed 2026-11-05
IFG Advisors, LLC
INCREASED
Shares12,980 from 12,955
Change+25 (+0%)
Value$4.5M (-$163.6K)
Filed 2026-10-15
Canton Hathaway, LLC
INCREASED
Shares12,979 from 12,738
Change+241 (+2%)
Value$4.5M (-$86.6K)
Filed 2026-10-23
StoneRidge PMG Advisors, LLC
NEW
Shares12,969
Change+12,969
Value$4.5M
Filed 2026-11-04
NovaPoint Capital, LLC
DECREASED
Shares12,959 from 14,805
Change-1,846 (-12%)
Value$4.5M (-$831.9K)
Filed 2026-10-22
Symmetry Partners, LLC
INCREASED
Shares12,956 from 10,832
Change+2,124 (+20%)
Value$4.5M (+$587.0K)
Filed 2026-10-27
Mendel Money Management
DECREASED
Shares12,934 from 14,135
Change-1,201 (-8%)
Value$4.5M (-$601.1K)
Filed 2026-11-02
Matisse Capital
DECREASED
Shares12,917 from 12,975
Change-58 (0%)
Value$4.4M (-$192.5K)
Filed 2026-10-29
Elevation Wealth Management LLC
INCREASED
Shares12,916 from 12,882
Change+34 (+0%)
Value$4.4M (-$159.5K)
Filed 2026-11-02
Corps Capital Advisors, LLC
UNCHANGED
Shares12,906 from 12,906
Change0 (0%)
Value$4.4M (-$171.5K)
Filed 2026-11-05
Weil Company, Inc.
DECREASED
Shares12,898 from 12,915
Change-17 (0%)
Value$4.4M (-$177.3K)
Filed 2026-10-14
Outfitters Financial LLC
DECREASED
Shares12,897 from 13,595
Change-698 (-5%)
Value$4.4M (-$420.8K)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares12,893 from 12,437
Change+456 (+4%)
Value$4.4M (-$8.3K)
Filed 2026-11-03
Bradyco, Inc.
NEW
Shares12,830
Change+12,830
Value$4.4M
Filed 2026-11-03
HMS Capital Management, LLC
INCREASED
Shares12,781 from 12,430
Change+351 (+3%)
Value$4.4M (-$44.4K)
Filed 2026-10-20
Greatmark Investment Partners, Inc.
INCREASED
Shares12,768 from 12,573
Change+195 (+2%)
Value$4.4M (-$100.0K)
Filed 2026-10-28
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares12,750 from 12,446
Change+304 (+2%)
Value$4.4M (-$60.6K)
Filed 2026-10-22
Ulland Investment Advisors, LLC
DECREASED
Shares12,743 from 12,793
Change-50 (0%)
Value$4.4M (-$187.0K)
Filed 2026-10-13
Millennium Capital Advisors, LLC
INCREASED
Shares12,700 from 12,699
Change+1 (+0%)
Value$4.4M (-$168.7K)
Filed 2026-10-16
Quantum Financial Advisors, LLC
INCREASED
Shares12,666 from 12,101
Change+565 (+5%)
Value$4.4M (+$33.6K)
Filed 2026-11-03
Pflug Koory, LLC
INCREASED
Shares12,640 from 12,280
Change+360 (+3%)
Value$4.3M (-$39.3K)
Filed 2026-10-26
Rare Wolf Capital LLC
DECREASED
Shares12,637 from 13,151
Change-514 (-4%)
Value$4.3M (-$351.6K)
Filed 2026-10-20
Bigelow Investment Advisors, LLC
INCREASED
Shares12,621 from 12,457
Change+164 (+1%)
Value$4.3M (-$109.1K)
Filed 2026-10-13
Southern Michigan Bank & Trust
DECREASED
Shares12,560 from 12,832
Change-272 (-2%)
Value$4.3M (-$264.1K)
Filed 2026-10-19
Brian LOW Financial Group, LLC
INCREASED
Shares12,543 from 12,273
Change+270 (+2%)
Value$4.3M (-$69.9K)
Filed 2026-10-28
Morton Capital Management LLC
DECREASED
Shares12,532 from 12,542
Change-10 (0%)
Value$4.3M (-$170.1K)
Filed 2026-10-23
Old North State Wealth Management, LLC
INCREASED
Shares12,513 from 12,033
Change+480 (+4%)
Value$4.3M (+$5.5K)
Filed 2026-10-22
Grandview Asset Management LLC
DECREASED
Shares12,505 from 14,221
Change-1,716 (-12%)
Value$4.3M (-$779.2K)
Filed 2026-10-19
Barings LLC
INCREASED
Shares12,468 from 11,885
Change+583 (+5%)
Value$4.3M (+$42.6K)
Filed 2026-10-22
Able Financial Group, LLC
INCREASED
Shares12,451 from 11,574
Change+877 (+8%)
Value$4.3M (+$147.9K)
Filed 2026-10-14
DT Investment Partners, LLC
INCREASED
Shares12,441 from 12,342
Change+99 (+1%)
Value$4.3M (-$130.0K)
Filed 2026-10-27
Royal Harbor Partners, LLC
INCREASED
Shares12,440 from 12,221
Change+219 (+2%)
Value$4.3M (-$86.9K)
Filed 2026-10-29
SBK Financial, Inc.
UNCHANGED
Shares12,437 from 12,437
Change0 (0%)
Value$4.3M (-$165.3K)
Filed 2026-11-02
Climber Capital SA
INCREASED
Shares12,415 from 10,827
Change+1,588 (+15%)
Value$4.1M (+$188.6K)
Filed 2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares12,392 from 16,450
Change-4,058 (-25%)
Value$4.3M (-$1.6M)
Filed 2026-10-14
Ullmann Wealth Partners Group, LLC
INCREASED
Shares12,360 from 11,985
Change+375 (+3%)
Value$4.3M (-$30.5K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares12,336 from 12,939
Change-603 (-5%)
Value$4.2M (-$379.4K)
Filed 2026-10-16
Pines Wealth Management, LLC
INCREASED
Shares12,335 from 11,720
Change+615 (+5%)
Value$4.2M (+$55.9K)
Filed 2026-10-21
Keudell ison Wealth Management
INCREASED
Shares12,319 from 11,515
Change+804 (+7%)
Value$4.2M (+$123.7K)
Filed 2026-10-16
Tred Avon Family Wealth, LLC
DECREASED
Shares12,284 from 12,980
Change-696 (-5%)
Value$4.2M (-$412.0K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares12,240 from 11,832
Change+408 (+3%)
Value$4.2M (-$16.7K)
Filed 2026-10-14
Tealwood Asset Management Inc
DECREASED
Shares12,234 from 12,781
Change-547 (-4%)
Value$4.2M (-$358.0K)
Filed 2026-10-13
Rational Advisors, Inc.
DECREASED
Shares12,226 from 16,374
Change-4,148 (-25%)
Value$4.2M (-$1.6M)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares12,214 from 10,261
Change+1,953 (+19%)
Value$4.2M (+$535.7K)
Filed 2026-10-14
SC&H Financial Advisors, Inc.
DECREASED
Shares12,182 from 12,210
Change-28 (0%)
Value$4.2M (-$172.2K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares12,085 from 11,212
Change+873 (+8%)
Value$4.2M (+$151.5K)
Filed 2026-10-14
RED Cedar Investment Management, LLC
UNCHANGED
Shares12,014 from 12,014
Change0 (0%)
Value$4.1M (-$159.7K)
Filed 2026-11-04
Rezny Wealth Management, Inc.
INCREASED
Shares12,002 from 11,752
Change+250 (+2%)
Value$4.1M (-$70.2K)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
DECREASED
Shares12,000 from 86,825
Change-74,825 (-86%)
Value$4.1M (-$26.9M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares12,000 from 18,966
Change-6,966 (-37%)
Value$4.1M (-$2.6M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$4.1M (-$159.5K)
Filed 2026-11-03
Lynx Investment Advisory
DECREASED
Shares11,996 from 14,880
Change-2,884 (-19%)
Value$4.1M (-$1.2M)
Filed 2026-10-27
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares11,996 from 13,672
Change-1,676 (-12%)
Value$4.1M (-$758.4K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares11,960 from 10,831
Change+1,129 (+10%)
Value$4.1M (+$244.3K)
Filed 2026-10-20
DDD Partners, LLC
INCREASED
Shares11,938 from 7,289
Change+4,649 (+64%)
Value$4.1M (+$1.5M)
Filed 2026-11-02
Sanders Morris Harris LLC
NEW
Shares11,891
Change+11,891
Value$4.1M
Filed 2026-10-14
Grey Fox Wealth Advisors, LLC
DECREASED
Shares11,888 from 12,327
Change-439 (-4%)
Value$4.1M (-$314.8K)
Filed 2026-11-03
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares11,880 from 12,355
Change-475 (-4%)
Value$4.1M (-$328.0K)
Filed 2026-10-14
LMG Wealth Partners, LLC
INCREASED
Shares11,876 from 10,922
Change+954 (+9%)
Value$4.1M (+$183.1K)
Filed 2026-11-05
Werlinich Asset Management, LLC
UNCHANGED
Shares11,876 from 11,876
Change0 (0%)
Value$4.1M (-$157.8K)
Filed 2026-10-09
Colton Groome Financial Advisors, LLC
INCREASED
Shares11,871 from 11,366
Change+505 (+4%)
Value$4.1M (+$22.5K)
Filed 2026-10-06
Ackerman Capital Advisors, LLC
INCREASED
Shares11,865 from 8,914
Change+2,951 (+33%)
Value$4.1M (+$896.9K)
Filed 2026-10-30
Bill Few Associates, Inc.
INCREASED
Shares11,855 from 11,484
Change+371 (+3%)
Value$4.1M (-$25.0K)
Filed 2026-10-09
Lawood & Co
INCREASED
Shares11,831 from 11,786
Change+45 (+0%)
Value$4.1M (-$141.2K)
Filed 2026-10-09
Richardson Financial Services Inc.
INCREASED
Shares11,824 from 11,822
Change+2 (+0%)
Value$4.1M (-$156.4K)
Filed 2026-10-30
Detalus Advisors, LLC
DECREASED
Shares11,799 from 12,003
Change-204 (-2%)
Value$4.1M (-$229.5K)
Filed 2026-10-15
PCG Asset Management, LLC
INCREASED
Shares11,743 from 3,297
Change+8,446 (+256%)
Value$4.0M (+$2.9M)
Filed 2026-11-05
Zullo Investment Group, Inc.
DECREASED
Shares11,727 from 11,739
Change-12 (0%)
Value$4.0M (-$160.2K)
Filed 2026-10-20
Essential Investment Partners LLC
DECREASED
Shares11,715 from 12,008
Change-293 (-2%)
Value$4.0M (-$260.4K)
Filed 2026-10-27
Clark Asset Management, LLC
DECREASED
Shares11,707 from 11,975
Change-268 (-2%)
Value$4.0M (-$251.2K)
Filed 2026-10-19
Basso Capital Management, L.P.
DECREASED
Shares11,700 from 13,256
Change-1,556 (-12%)
Value$4.0M (-$711.5K)
Filed 2026-10-30
Marino, Stram & Associates LLC
INCREASED
Shares11,681 from 11,649
Change+32 (+0%)
Value$4.0M (-$143.8K)
Filed 2026-10-22
Sage Rhino Capital LLC
INCREASED
Shares11,675 from 11,668
Change+7 (+0%)
Value$4.0M (-$152.6K)
Filed 2026-10-28
Overbrook Management Corp
UNCHANGED
Shares11,643 from 11,643
Change0 (0%)
Value$4.0M (-$154.7K)
Filed 2026-10-08
May Hill Capital, LLC
INCREASED
Shares11,637 from 10,681
Change+956 (+9%)
Value$4.0M (+$187.0K)
Filed 2026-11-03
Quantum Private Wealth, LLC
DECREASED
Shares11,628 from 11,859
Change-231 (-2%)
Value$4.0M (-$237.1K)
Filed 2026-10-20
Sacks & Associates, LLC
DECREASED
Shares11,609 from 11,777
Change-168 (-1%)
Value$4.0M (-$199.5K)
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
DECREASED
Shares11,568 from 11,674
Change-106 (-1%)
Value$4.0M (-$191.9K)
Filed 2026-10-26
Foresight Capital Management Advisors, Inc.
DECREASED
Shares11,566 from 11,696
Change-130 (-1%)
Value$4.0M (-$199.9K)
Filed 2026-10-27
AMG Asset Management Group, Inc.
INCREASED
Shares11,541 from 9,846
Change+1,695 (+17%)
Value$4.0M (+$452.4K)
Filed 2026-10-21
Braeburn Wealth Management LLC
INCREASED
Shares11,505 from 11,309
Change+196 (+2%)
Value$4.0M (-$82.7K)
Filed 2026-10-15
Tannin Capital LLC
DECREASED
Shares11,476 from 12,833
Change-1,357 (-11%)
Value$3.9M (-$637.5K)
Filed 2026-11-05
Roberts Wealth Advisors, LLC
INCREASED
Shares11,474 from 11,353
Change+121 (+1%)
Value$3.9M (-$109.2K)
Filed 2026-10-14
NWF Advisory Services Inc.
DECREASED
Shares11,473 from 12,723
Change-1,250 (-10%)
Value$3.9M (-$599.0K)
Filed 2026-10-19
Alchemi Wealth, LLC
DECREASED
Shares11,472 from 11,780
Change-308 (-3%)
Value$3.9M (-$262.7K)
Filed 2026-11-04
Garrison Bradford & Associates Inc
DECREASED
Shares11,466 from 12,350
Change-884 (-7%)
Value$3.9M (-$459.1K)
Filed 2026-10-27
World Equity Group, Inc.
DECREASED
Shares11,464 from 20,089
Change-8,625 (-43%)
Value$3.9M (-$3.2M)
Filed 2026-10-14
Gilliland Jeter Wealth Management LLC
DECREASED
Shares11,458 from 11,478
Change-20 (0%)
Value$3.9M (-$159.6K)
Filed 2026-10-28
Peoples Financial Services Corp.
DECREASED
Shares11,433 from 11,981
Change-548 (-5%)
Value$3.9M (-$347.8K)
Filed 2026-10-20
Allegheny Financial Group
DECREASED
Shares11,423 from 13,410
Change-1,987 (-15%)
Value$3.9M (-$861.7K)
Filed 2026-11-05
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares11,410 from 10,792
Change+618 (+6%)
Value$3.9M (+$69.1K)
Filed 2026-10-09
Bull Street Advisors, LLC
DECREASED
Shares11,386 from 11,456
Change-70 (-1%)
Value$3.9M (-$176.0K)
Filed 2026-10-20
Summa Corp.
INCREASED
Shares11,378 from 9,928
Change+1,450 (+15%)
Value$3.9M (+$367.2K)
Filed 2026-10-30
KRS Capital Management, LLC
INCREASED
Shares11,339 from 11,325
Change+14 (+0%)
Value$3.9M (-$145.7K)
Filed 2026-10-16
Cypress Capital, LLC
INCREASED
Shares11,334 from 11,073
Change+261 (+2%)
Value$3.9M (-$57.4K)
Filed 2026-10-20
Deseret Mutual Benefit Administrators
DECREASED
Shares11,330 from 12,520
Change-1,190 (-9%)
Value$3.9M (-$575.8K)
Filed 2026-11-04
Bluedoor Private Wealth, LLC
DECREASED
Shares11,329 from 11,538
Change-209 (-2%)
Value$3.9M (-$225.3K)
Filed 2026-11-05
Wingate Wealth Advisors, Inc.
INCREASED
Shares11,325 from 11,313
Change+12 (+0%)
Value$3.9M (-$146.2K)
Filed 2026-10-26
Arch Global Advisors, LLC
DECREASED
Shares11,322 from 11,402
Change-80 (-1%)
Value$3.9M (-$179.1K)
Filed 2026-10-23
Alliance Wealth Advisors, LLC
DECREASED
Shares11,311 from 11,344
Change-33 (0%)
Value$3.9M (-$162.1K)
Filed 2026-10-14
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares11,282 from 11,282
Change0 (0%)
Value$3.9M (-$149.9K)
Filed 2026-10-30
Kaizen Financial Strategies
DECREASED
Shares11,268 from 11,325
Change-57 (0%)
Value$3.9M (-$213.7K)
Filed 2026-10-09
Net Worth Advisory Group
INCREASED
Shares11,265 from 10,490
Change+775 (+7%)
Value$3.8M (+$61.4K)
Filed 2026-10-20
Cascade Investment Advisors, Inc.
DECREASED
Shares11,263 from 11,614
Change-351 (-3%)
Value$3.9M (-$275.1K)
Filed 2026-11-02
Atlas Brown,Inc.
DECREASED
Shares11,221 from 11,224
Change-3 (0%)
Value$3.9M (-$150.2K)
Filed 2026-10-09
Sulzberger Capital Advisors, Inc.
DECREASED
Shares11,197 from 11,295
Change-98 (-1%)
Value$3.9M (-$183.8K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
INCREASED
Shares11,196 from 10,842
Change+354 (+3%)
Value$3.9M (-$22.3K)
Filed 2026-10-05
Olistico Wealth, LLC
DECREASED
Shares11,195 from 11,248
Change-53 (0%)
Value$3.9M (-$167.7K)
Filed 2026-10-05
Somerset Trust Co
INCREASED
Shares11,189 from 11,092
Change+97 (+1%)
Value$3.8M (-$114.0K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares11,189 from 11,233
Change-44 (0%)
Value$3.8M (-$164.4K)
Filed 2026-10-15
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares11,182 from 11,289
Change-107 (-1%)
Value$3.8M (-$186.7K)
Filed 2026-10-29
S.A. Mason LLC
INCREASED
Shares11,139 from 11,108
Change+31 (+0%)
Value$3.8M (-$137.2K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
INCREASED
Shares11,128 from 10,658
Change+470 (+4%)
Value$3.8M (+$20.1K)
Filed 2026-10-14
Center For Asset Management LLC
INCREASED
Shares11,120 from 10,318
Change+802 (+8%)
Value$3.8M (+$138.9K)
Filed 2026-10-16
Gen-Wealth Partners Inc
INCREASED
Shares11,119 from 6,190
Change+4,929 (+80%)
Value$3.8M (+$1.6M)
Filed 2026-11-04
Advisory Solutions Group, LLC
INCREASED
Shares11,117 from 2,504
Change+8,613 (+344%)
Value$3.8M (+$2.9M)
Filed 2026-10-14
Beacon Capital Management, LLC
INCREASED
Shares11,115 from 11,050
Change+65 (+1%)
Value$3.8M (-$124.3K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
INCREASED
Shares11,112 from 10,760
Change+352 (+3%)
Value$3.8M (-$21.9K)
Filed 2026-10-28
Sculati Wealth Management, LLC
INCREASED
Shares11,082 from 11,056
Change+26 (+0%)
Value$3.9M (+$75.0K)
Filed 2026-10-19
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares11,062 from 10,682
Change+380 (+4%)
Value$3.8M (-$11.2K)
Filed 2026-10-13
Lynx Capital Group LTD
DECREASED
Shares11,045 from 11,048
Change-3 (0%)
Value$3.8M (-$147.9K)
Filed 2026-11-04
Cabot Wealth Management Inc
DECREASED
Shares11,022 from 11,529
Change-507 (-4%)
Value$3.8M (-$327.7K)
Filed 2026-11-05
Professional Advisory Services Inc
DECREASED
Shares11,010 from 11,055
Change-45 (0%)
Value$3.8M (-$163.0K)
Filed 2026-10-08
Emprise Bank
DECREASED
Shares11,007 from 11,022
Change-15 (0%)
Value$3.8M (-$151.6K)
Filed 2026-10-07
Lakeshore Capital Group, Inc.
INCREASED
Shares11,003 from 10,545
Change+458 (+4%)
Value$3.8M (+$17.6K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares10,977 from 10,885
Change+92 (+1%)
Value$3.1M (-$260.8K)
Filed 2026-11-04
Parrish Capital LLC
DECREASED
Shares10,959 from 11,182
Change-223 (-2%)
Value$3.8M (-$225.3K)
Filed 2026-10-01
Fairscale Capital, LLC
INCREASED
Shares10,952 from 10,823
Change+129 (+1%)
Value$3.1M (-$803.0K)
Filed 2026-11-04
Pavion Blue Capital, LLC
DECREASED
Shares10,950 from 12,047
Change-1,097 (-9%)
Value$3.8M (-$537.6K)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED
Shares10,892 from 10,770
Change+122 (+1%)
Value$3.7M (-$101.2K)
Filed 2026-10-14
HT Partners LLC
INCREASED
Shares10,885 from 10,875
Change+10 (+0%)
Value$3.7M (-$141.2K)
Filed 2026-10-20
Values Added Financial LLC
DECREASED
Shares10,882 from 11,104
Change-222 (-2%)
Value$3.7M (-$224.0K)
Filed 2026-10-28
Midland Wealth Advisors, LLC
INCREASED
Shares10,880 from 10,824
Change+56 (+1%)
Value$3.7M (-$124.6K)
Filed 2026-10-26
Clear Wave Wealth Management LLC
INCREASED
Shares10,869 from 10,506
Change+363 (+3%)
Value$3.7M (-$14.7K)
Filed 2026-11-04
Crew Capital Management, Ltd
INCREASED
Shares10,850 from 10,815
Change+35 (+0%)
Value$3.7M (-$131.7K)
Filed 2026-10-28
TFB Advisors LLC
INCREASED
Shares10,841 from 10,462
Change+379 (+4%)
Value$3.7M (-$8.7K)
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares10,821 from 10,307
Change+514 (+5%)
Value$3.7M (+$39.7K)
Filed 2026-10-29
Seven Mile Advisory
DECREASED
Shares10,802 from 11,196
Change-394 (-4%)
Value$3.7M (-$284.3K)
Filed 2026-10-22
Howard Wealth Management, LLC
DECREASED
Shares10,799 from 10,834
Change-35 (0%)
Value$3.7M (-$155.8K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares10,790 from 10,867
Change-77 (-1%)
Value$3.7M (-$170.8K)
Filed 2026-10-20
Family Capital Management, Inc.
DECREASED
Shares10,781 from 10,837
Change-56 (-1%)
Value$3.7M (-$163.4K)
Filed 2026-11-03
D.B. Root & Company, LLC
DECREASED
Shares10,753 from 10,764
Change-11 (0%)
Value$3.7M (-$146.8K)
Filed 2026-11-04
AA Financial Advisors, LLC
INCREASED
Shares10,748 from 10,565
Change+183 (+2%)
Value$3.7M (-$77.4K)
Filed 2026-10-19
Genus Capital Management Inc.
DECREASED
Shares10,740 from 15,840
Change-5,100 (-32%)
Value$3.7M (-$2.0M)
Filed 2026-11-04
BayBridge Capital Group, LLC
INCREASED
Shares10,735 from 9,849
Change+886 (+9%)
Value$3.7M (+$174.2K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED
Shares10,721 from 10,824
Change-103 (-1%)
Value$3.7M (-$179.5K)
Filed 2026-10-19
Bingham Private Wealth, LLC
INCREASED
Shares10,685 from 9,978
Change+707 (+7%)
Value$3.7M (+$110.7K)
Filed 2026-11-05
Shum Financial Group, Inc.
INCREASED
Shares10,678 from 10,448
Change+230 (+2%)
Value$3.7M (-$59.7K)
Filed 2026-10-13
Intrua Financial, LLC
INCREASED
Shares10,675 from 10,633
Change+42 (+0%)
Value$3.7M (-$126.7K)
Filed 2026-10-28
GraniteShares Advisors LLC
DECREASED
Shares10,666 from 10,767
Change-101 (-1%)
Value$3.7M (-$177.8K)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares10,644 from 10,102
Change+542 (+5%)
Value$3.7M (+$52.1K)
Filed 2026-10-27
Pictet Bank & Trust Ltd
DECREASED
Shares10,600 from 13,589
Change-2,989 (-22%)
Value$3.6M (-$1.2M)
Filed 2026-10-21
Lodestar Private Asset Management LLC
DECREASED
Shares10,569 from 10,881
Change-312 (-3%)
Value$3.6M (-$252.1K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
INCREASED
Shares10,552 from 8,821
Change+1,731 (+20%)
Value$3.6M (+$478.1K)
Filed 2026-10-16
Riverwater Partners LLC
DECREASED
Shares10,536 from 10,641
Change-105 (-1%)
Value$3.6M (-$177.5K)
Filed 2026-11-03
Riverbend Wealth Management, LLC
DECREASED
Shares10,532 from 11,390
Change-858 (-8%)
Value$3.6M (-$446.5K)
Filed 2026-10-15
Investment Partners, Ltd.
INCREASED
Shares10,529 from 6,678
Change+3,851 (+58%)
Value$3.6M (+$1.2M)
Filed 2026-10-29
Summit Place Financial Advisors, LLC
DECREASED
Shares10,490 from 11,120
Change-630 (-6%)
Value$3.6M (-$364.6K)
Filed 2026-10-23
Wealth Architects, LLC
INCREASED
Shares10,390 from 10,336
Change+54 (+1%)
Value$3.6M (-$119.1K)
Filed 2026-11-03
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares10,366 from 11,778
Change-1,412 (-12%)
Value$3.6M (-$642.3K)
Filed 2026-10-13
Myriad Asset Management US LP
INCREASED
Shares10,304 from 9,035
Change+1,269 (+14%)
Value$3.5M (+$316.0K)
Filed 2026-11-03
Goldstein Advisors, LLC
DECREASED
Shares10,275 from 11,460
Change-1,185 (-10%)
Value$3.5M (-$560.0K)
Filed 2026-10-15
Asset Advisory Group, Inc.
DECREASED
Shares10,274 from 10,340
Change-66 (-1%)
Value$3.5M (-$160.3K)
Filed 2026-10-20
Narus Financial Partners, LLC
DECREASED
Shares10,267 from 10,531
Change-264 (-3%)
Value$3.5M (-$230.8K)
Filed 2026-10-19
Juno Financial Group LLC
INCREASED
Shares10,266 from 10,046
Change+220 (+2%)
Value$3.5M (-$57.7K)
Filed 2026-10-27
Viewpoint Investment Partners Corp
DECREASED
Shares10,259 from 11,779
Change-1,520 (-13%)
Value$3.7M (-$684.6K)
Filed 2026-10-26
LifeWealth Investments, LLC
INCREASED
Shares10,255 from 10,184
Change+71 (+1%)
Value$3.5M (-$110.9K)
Filed 2026-10-21
Fortitude Family Office, LLC
INCREASED
Shares10,254 from 9,203
Change+1,051 (+11%)
Value$3.5M (+$239.4K)
Filed 2026-10-14
Willner & Heller, LLC
INCREASED
Shares10,253 from 10,222
Change+31 (+0%)
Value$3.5M (-$125.3K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares10,250 from 10,891
Change-641 (-6%)
Value$3.5M (-$365.2K)
Filed 2026-11-04
Invenio Wealth Partners LLC
DECREASED
Shares10,229 from 10,239
Change-10 (0%)
Value$3.5M (-$139.5K)
Filed 2026-10-20
Gables Capital Management Inc.
INCREASED
Shares10,227 from 9,852
Change+375 (+4%)
Value$3.5M (-$1.9K)
Filed 2026-11-04
Shelton Wealth Management, LLC
INCREASED
Shares10,223 from 8,473
Change+1,750 (+21%)
Value$3.5M (+$489.6K)
Filed 2026-10-16
Compass Ion Advisors, LLC
INCREASED
Shares10,204 from 9,019
Change+1,185 (+13%)
Value$3.5M (+$287.8K)
Filed 2026-10-23
New Wave Wealth Advisors LLC
INCREASED
Shares10,195 from 9,526
Change+669 (+7%)
Value$3.6M (+$202.3K)
Filed 2026-10-19
BAM Wealth Management, LLC
INCREASED
Shares10,194 from 9,219
Change+975 (+11%)
Value$3.5M (+$213.0K)
Filed 2026-10-15
Lifestyle Asset Management, Inc.
INCREASED
Shares10,180 from 9,589
Change+591 (+6%)
Value$3.5M (+$75.8K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
DECREASED
Shares10,177 from 10,782
Change-605 (-6%)
Value$3.5M (-$352.6K)
Filed 2026-10-28
Black Diamond Financial, LLC
INCREASED
Shares10,163 from 9,639
Change+524 (+5%)
Value$3.5M (+$52.2K)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
INCREASED
Shares10,158 from 10,093
Change+65 (+1%)
Value$3.5M (-$111.8K)
Filed 2026-11-02
RHL Group, LLC
INCREASED
Shares10,106 from 545
Change+9,561 (+1754%)
Value$3.5M (+$3.3M)
Filed 2026-11-04
Fiduciary Financial Group, LLC
DECREASED
Shares10,092 from 10,304
Change-212 (-2%)
Value$3.5M (-$209.7K)
Filed 2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares10,088 from 10,146
Change-58 (-1%)
Value$3.5M (-$154.8K)
Filed 2026-10-28
Pacific Sage Partners, LLC
DECREASED
Shares10,085 from 10,127
Change-42 (0%)
Value$3.5M (-$148.9K)
Filed 2026-10-21
Maltin Wealth Management, Inc.
DECREASED
Shares10,076 from 10,106
Change-30 (0%)
Value$3.5M (-$144.6K)
Filed 2026-10-13
MRA Advisory Group
INCREASED
Shares10,065 from 1,652
Change+8,413 (+509%)
Value$3.5M (+$2.9M)
Filed 2026-10-07
Tcfg Investment Advisors, LLC
DECREASED
Shares10,045 from 10,172
Change-127 (-1%)
Value$3.5M (-$182.9K)
Filed 2026-10-20
Eley Financial Management, Inc
DECREASED
Shares10,025 from 10,289
Change-264 (-3%)
Value$3.4M (-$227.6K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares10,020 from 9,641
Change+379 (+4%)
Value$3.4M (+$2.3K)
Filed 2026-10-20
Cypress Point Wealth Management, LLC
INCREASED
Shares10,006 from 8,848
Change+1,158 (+13%)
Value$3.4M (+$280.8K)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares10,006 from 9,570
Change+436 (+5%)
Value$3.4M (+$22.8K)
Filed 2026-10-15
Wernau Asset Management Inc.
UNCHANGED
Shares10,006 from 10,006
Change0 (0%)
Value$3.4M (-$133.0K)
Filed 2026-10-19
TTP Investments, Inc.
NEW
Shares9,983
Change+9,983
Value$3.4M
Filed 2026-10-30
Midway Capital Research & Management
INCREASED
Shares9,952 from 9,787
Change+165 (+2%)
Value$3.4M (-$73.3K)
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares9,945 from 9,478
Change+467 (+5%)
Value$3.4M (+$34.7K)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares9,924 from 10,312
Change-388 (-4%)
Value$3.4M (-$270.5K)
Filed 2026-10-22
Montis Financial, LLC
DECREASED
Shares9,894 from 9,966
Change-72 (-1%)
Value$3.4M (-$157.2K)
Filed 2026-11-04
Fusion Capital, LLC
DECREASED
Shares9,887 from 9,976
Change-89 (-1%)
Value$3.4M (-$163.4K)
Filed 2026-10-28
Ballast, Inc.
DECREASED
Shares9,881 from 9,883
Change-2 (0%)
Value$3.4M (-$132.0K)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
DECREASED
Shares9,875 from 10,729
Change-854 (-8%)
Value$3.4M (-$442.1K)
Filed 2026-10-09
Investment Advisory Services Inc
INCREASED
Shares9,832 from 9,777
Change+55 (+1%)
Value$3.4M (-$111.1K)
Filed 2026-10-27
Baron Wealth Management LLC
DECREASED
Shares9,817 from 10,626
Change-809 (-8%)
Value$3.4M (-$419.9K)
Filed 2026-10-27
Grange Capital, LLC
DECREASED
Shares9,810 from 9,832
Change-22 (0%)
Value$3.4M (-$138.4K)
Filed 2026-10-20
Corundum Group, Inc.
INCREASED
Shares9,809 from 9,763
Change+46 (+0%)
Value$3.4M (-$113.9K)
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares9,797 from 8,955
Change+842 (+9%)
Value$3.4M (+$170.6K)
Filed 2026-10-08
GK Wealth Management LLC
DECREASED
Shares9,788 from 11,604
Change-1,816 (-16%)
Value$3.4M (-$779.3K)
Filed 2026-10-09
Unique Wealth, LLC
DECREASED
Shares9,777 from 10,742
Change-965 (-9%)
Value$3.4M (-$474.8K)
Filed 2026-10-16
Affinity Capital Advisors, LLC
INCREASED
Shares9,769 from 8,652
Change+1,117 (+13%)
Value$3.4M (+$264.8K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
DECREASED
Shares9,715 from 9,907
Change-192 (-2%)
Value$3.3M (-$231.6K)
Filed 2026-10-22
National Wealth Management Group, LLC
INCREASED
Shares9,713 from 9,700
Change+13 (+0%)
Value$3.3M (-$124.4K)
Filed 2026-10-26
Crusonia Wealth Advisors LLC
DECREASED
Shares9,711 from 9,755
Change-44 (0%)
Value$3.3M (-$145.0K)
Filed 2026-10-26
Breakwater Capital Group
DECREASED
Shares9,702 from 9,846
Change-144 (-1%)
Value$3.3M (-$180.3K)
Filed 2026-10-09
MH & Associates Securities Management Corp
DECREASED
Shares9,687 from 9,976
Change-289 (-3%)
Value$3.3M (-$232.0K)
Filed 2026-10-30
55 North Private Wealth, LLC
INCREASED
Shares9,675 from 9,167
Change+508 (+6%)
Value$3.3M (+$53.0K)
Filed 2026-10-20
Exchange Bank
DECREASED
Shares9,674 from 9,938
Change-264 (-3%)
Value$3.3M (-$222.9K)
Filed 2026-10-07
GLR Partners, LLC
DECREASED
Shares9,658 from 10,073
Change-415 (-4%)
Value$3.3M (-$276.7K)
Filed 2026-11-04
Corecam Pte. Ltd.
NEW
Shares9,650
Change+9,650
Value$3.3M
Filed 2026-10-23
Heritage Family Offices, LLP
INCREASED
Shares9,641 from 8,788
Change+853 (+10%)
Value$3.3M (+$176.7K)
Filed 2026-11-02
Revisor Wealth Management LLC
DECREASED
Shares9,625 from 9,796
Change-171 (-2%)
Value$3.3M (-$211.0K)
Filed 2026-10-20
MN Wealth Advisors, LLC
INCREASED
Shares9,623 from 9,526
Change+97 (+1%)
Value$3.3M (-$93.1K)
Filed 2026-10-23
Hoxton Planning & Management, LLC
INCREASED
Shares9,575 from 9,446
Change+129 (+1%)
Value$3.3M (-$81.2K)
Filed 2026-10-15
Mengis Capital Management, Inc.
UNCHANGED
Shares9,555 from 9,555
Change0 (0%)
Value$3.3M (-$127.0K)
Filed 2026-10-13
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares9,537 from 9,539
Change-2 (0%)
Value$3.3M (-$127.8K)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED
Shares9,530 from 8,882
Change+648 (+7%)
Value$3.3M (+$105.0K)
Filed 2026-11-04
LexAurum Advisors, LLC
DECREASED
Shares9,524 from 9,799
Change-275 (-3%)
Value$3.3M (-$224.9K)
Filed 2026-10-19
Abacus Planning Group, Inc.
DECREASED
Shares9,521 from 9,533
Change-12 (0%)
Value$3.3M (-$130.9K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares9,504 from 8,757
Change+747 (+9%)
Value$3.3M (+$140.6K)
Filed 2026-10-20
Stevens Capital Partners
INCREASED
Shares9,499 from 7,774
Change+1,725 (+22%)
Value$3.3M (+$490.3K)
Filed 2026-10-29
Delta Financial Advisors LLC
INCREASED
Shares9,493 from 9,138
Change+355 (+4%)
Value$3.3M (+$704)
Filed 2026-10-27
Financial Planning Hawaii, Inc.
DECREASED
Shares9,487 from 10,721
Change-1,234 (-12%)
Value$3.3M (-$567.0K)
Filed 2026-10-13
TFC Financial Management, Inc.
INCREASED
Shares9,437 from 9,217
Change+220 (+2%)
Value$3.2M (-$46.8K)
Filed 2026-10-26
Founders Grove Wealth Partners, LLC
INCREASED
Shares9,398 from 9,234
Change+164 (+2%)
Value$3.2M (-$66.3K)
Filed 2026-10-16
Hardworking Capital Advisors, LLC
INCREASED
Shares9,394 from 7,163
Change+2,231 (+31%)
Value$3.2M (+$672.6K)
Filed 2026-10-20
PW Nova Financial Services LLC
DECREASED
Shares9,380 from 9,567
Change-187 (-2%)
Value$3.2M (-$191.4K)
Filed 2026-10-15
Roman Butler Fullerton & Co
INCREASED
Shares9,374 from 9,182
Change+192 (+2%)
Value$3.2M (-$10.1K)
Filed 2026-10-27
Elevated Private Wealth, LLC
DECREASED
Shares9,352 from 9,515
Change-163 (-2%)
Value$3.2M (-$182.5K)
Filed 2026-10-15
Arlington Trust Co LLC
INCREASED
Shares9,329 from 8,865
Change+464 (+5%)
Value$3.2M (+$41.8K)
Filed 2026-10-20
Genesee Capital Advisors, LLC
DECREASED
Shares9,326 from 9,570
Change-244 (-3%)
Value$3.2M (-$211.2K)
Filed 2026-10-20
Baskin Financial Services Inc.
DECREASED
Shares9,323 from 9,443
Change-120 (-1%)
Value$3.2M (-$167.0K)
Filed 2026-10-19
First National Bank Sioux Falls
DECREASED
Shares9,320 from 9,551
Change-231 (-2%)
Value$3.2M (-$2.5K)
Filed 2026-10-13
Piedmont Capital Management, LLC
DECREASED
Shares9,287 from 9,343
Change-56 (-1%)
Value$3.2M (-$143.4K)
Filed 2026-10-21
Perennial Advisors, LLC
DECREASED
Shares9,284 from 9,493
Change-209 (-2%)
Value$3.2M (-$198.1K)
Filed 2026-10-13
Affiance Financial, LLC
DECREASED
Shares9,258 from 9,275
Change-17 (0%)
Value$3.2M (-$129.0K)
Filed 2026-10-15
Shuttleworth & Co
DECREASED
Shares9,240 from 9,412
Change-172 (-2%)
Value$3.2M (-$184.3K)
Filed 2026-10-30
Kennedy Investment Group, Inc.
INCREASED
Shares9,233 from 9,227
Change+6 (+0%)
Value$3.2M (-$120.8K)
Filed 2026-10-21
Curbstone Financial Management Corp
DECREASED
Shares9,218 from 9,318
Change-100 (-1%)
Value$3.2M (-$158.2K)
Filed 2026-10-21
Fortitude Advisory Group L.L.C.
DECREASED
Shares9,195 from 9,372
Change-177 (-2%)
Value$3.2M (-$185.3K)
Filed 2026-10-15
GSG Advisors LLC
INCREASED
Shares9,188 from 8,041
Change+1,147 (+14%)
Value$3.2M (+$287.7K)
Filed 2026-11-03
Coyle Financial Counsel LLC
DECREASED
Shares9,165 from 9,286
Change-121 (-1%)
Value$3.2M (-$165.1K)
Filed 2026-10-28
One Day In July LLC
INCREASED
Shares9,165 from 9,160
Change+5 (+0%)
Value$3.2M (-$120.0K)
Filed 2026-10-30
White Lighthouse Investment Management Inc.
INCREASED
Shares9,146 from 8,848
Change+298 (+3%)
Value$3.1M (-$15.2K)
Filed 2026-10-21
Arta Finance Wealth Management LLC
INCREASED
Shares9,136 from 7,636
Change+1,500 (+20%)
Value$3.1M (+$414.6K)
Filed 2026-10-28
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares9,104 from 9,293
Change-189 (-2%)
Value$3.1M (-$188.6K)
Filed 2026-11-03
Challenger Wealth Management
DECREASED
Shares9,102 from 9,254
Change-152 (-2%)
Value$3.1M (-$175.6K)
Filed 2026-10-30
Encompass More Asset Management
INCREASED
Shares9,101 from 8,735
Change+366 (+4%)
Value$3.1M (+$9.6K)
Filed 2026-10-16
Westco Advisory Services Inc
DECREASED
Shares9,085 from 9,145
Change-60 (-1%)
Value$3.1M (-$142.2K)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
INCREASED
Shares9,041 from 8,864
Change+177 (+2%)
Value$3.1M (-$56.9K)
Filed 2026-10-28
Keeler Thomas Management LLC
DECREASED
Shares9,025 from 9,537
Change-512 (-5%)
Value$3.1M (-$303.0K)
Filed 2026-10-29
Cresta Advisors, Ltd.
DECREASED
Shares9,023 from 10,473
Change-1,450 (-14%)
Value$3.1M (-$638.1K)
Filed 2026-10-14
October Effect Ltd
INCREASED
Shares9,022 from 8,084
Change+938 (+12%)
Value$3.1M (+$215.3K)
Filed 2026-10-20
Guided Capital Wealth Management, LLC
INCREASED
Shares8,990 from 8,595
Change+395 (+5%)
Value$3.1M (+$21.7K)
Filed 2026-10-21
Orca Wealth Management, LLC
DECREASED
Shares8,990 from 9,079
Change-89 (-1%)
Value$3.1M (-$151.3K)
Filed 2026-10-14
Three Bridge Wealth Advisors, LLC
DECREASED
Shares8,978 from 9,031
Change-53 (-1%)
Value$3.1M (-$138.3K)
Filed 2026-11-05
Vivid Wealth Management, LLC
DECREASED
Shares8,922 from 9,074
Change-152 (-2%)
Value$3.1M (-$172.8K)
Filed 2026-10-27
Whalen Wealth Management Inc.
INCREASED
Shares8,917 from 7,604
Change+1,313 (+17%)
Value$3.1M (+$350.5K)
Filed 2026-10-08
Wealth Intelligence, LLC
DECREASED
Shares8,858 from 8,868
Change-10 (0%)
Value$3.0M (-$121.1K)
Filed 2026-10-16
BankChampaign, National Association
DECREASED
Shares8,820 from 9,180
Change-360 (-4%)
Value$3.0M (-$245.9K)
Filed 2026-10-19
MBA Advisors LLC
DECREASED
Shares8,813 from 9,621
Change-808 (-8%)
Value$3.0M (-$405.9K)
Filed 2026-10-29
Hengehold Capital Management LLC
DECREASED
Shares8,792 from 9,788
Change-996 (-10%)
Value$3.0M (-$472.8K)
Filed 2026-10-16
Etesian Wealth Advisors, Inc.
INCREASED
Shares8,780 from 8,739
Change+41 (+0%)
Value$3.0M (-$102.0K)
Filed 2026-10-27
Trust Co
INCREASED
Shares8,758 from 8,663
Change+95 (+1%)
Value$3.0M (-$82.3K)
Filed 2026-10-09
AGH Wealth Advisors, LLC
INCREASED
Shares8,732 from 8,541
Change+191 (+2%)
Value$3.0M (-$47.8K)
Filed 2026-10-26
Marin Bay Wealth Advisors, LLC
INCREASED
Shares8,722 from 8,068
Change+654 (+8%)
Value$3.0M (+$117.8K)
Filed 2026-10-28
Clean Yield Group
UNCHANGED
Shares8,718 from 8,718
Change0 (0%)
Value$3.0M (-$115.9K)
Filed 2026-10-28
Mainstream Capital Management LLC
DECREASED
Shares8,712 from 8,840
Change-128 (-1%)
Value$3.0M (-$161.5K)
Filed 2026-10-23
Odyssey Capital Advisors, Inc.
DECREASED
Shares8,705 from 8,949
Change-244 (-3%)
Value$3.0M (-$202.9K)
Filed 2026-10-26
Bernardo Wealth Planning LLC
INCREASED
Shares8,692 from 3,679
Change+5,013 (+136%)
Value$3.0M (+$1.7M)
Filed 2026-10-23
Wealth Preservation Advisors, LLC
INCREASED
Shares8,643 from 8,494
Change+149 (+2%)
Value$3.0M (-$61.4K)
Filed 2026-11-05
Ayrshire Capital Management LLC
INCREASED
Shares8,623 from 8,031
Change+592 (+7%)
Value$3.0M (+$97.1K)
Filed 2026-10-20
Collective Family Office LLC
DECREASED
Shares8,621 from 8,682
Change-61 (-1%)
Value$3.0M (-$136.4K)
Filed 2026-10-05
Tlwm
DECREASED
Shares8,620 from 8,621
Change-1 (0%)
Value$3.0M (-$114.9K)
Filed 2026-10-09
Red Mountain Financial, LLC
INCREASED
Shares8,607 from 8,517
Change+90 (+1%)
Value$3.0M (-$82.3K)
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares8,602 from 8,339
Change+263 (+3%)
Value$3.0M (-$20.3K)
Filed 2026-10-20
Legacy Financial Strategies, LLC
INCREASED
Shares8,585 from 8,498
Change+87 (+1%)
Value$3.0M (-$83.0K)
Filed 2026-10-15
Birchbrook, Inc.
DECREASED
Shares8,570 from 9,200
Change-630 (-7%)
Value$2.9M (-$338.8K)
Filed 2026-10-14
August Group Capital Ltd
INCREASED
Shares8,541 from 8,480
Change+61 (+1%)
Value$2.9M (-$91.7K)
Filed 2026-10-14
Islay Capital Management, LLC
DECREASED
Shares8,520 from 8,549
Change-29 (0%)
Value$2.9M (-$123.6K)
Filed 2026-10-20
St. Louis Financial Planners Asset Management, LLC
NEW
Shares8,511
Change+8,511
Value$2.9M
Filed 2026-10-16
Gilpin Wealth Management, LLC
DECREASED
Shares8,504 from 8,537
Change-33 (0%)
Value$2.9M (-$124.8K)
Filed 2026-10-09
Global Trust Asset Management, LLC
DECREASED
Shares8,500 from 8,611
Change-111 (-1%)
Value$2.9M (-$152.7K)
Filed 2026-10-19
Carter Financial Group, Inc.
INCREASED
Shares8,498 from 8,494
Change+4 (+0%)
Value$2.9M (-$111.4K)
Filed 2026-10-21
Value Investment Professionals, LLC
INCREASED
Shares8,494 from 8,490
Change+4 (+0%)
Value$2.9M (-$111.5K)
Filed 2026-10-13
Tamar Securities, LLC
DECREASED
Shares8,488 from 9,391
Change-903 (-10%)
Value$2.9M (-$435.4K)
Filed 2026-11-03
Northern Lights Advisors, Inc.
DECREASED
Shares8,466 from 8,687
Change-221 (-3%)
Value$2.9M (-$191.5K)
Filed 2026-10-21
Gilman Hill Asset Management, LLC
INCREASED
Shares8,457 from 8,410
Change+47 (+1%)
Value$2.9M (-$95.4K)
Filed 2026-10-13
Bullock Wealth Management Group
INCREASED
Shares8,424 from 8,244
Change+180 (+2%)
Value$2.8M (-$128.6K)
Filed 2026-10-09
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares8,407 from 9,098
Change-691 (-8%)
Value$2.9M (-$358.6K)
Filed 2026-10-29
Elm3 Financial Group, LLC
DECREASED
Shares8,380 from 8,594
Change-214 (-2%)
Value$2.9M (-$187.7K)
Filed 2026-10-07
Successful Portfolios LLC
INCREASED
Shares8,380 from 8,354
Change+26 (+0%)
Value$2.9M (-$96.0K)
Filed 2026-10-09
Pachira Investments Inc.
INCREASED
Shares8,377 from 7,707
Change+670 (+9%)
Value$2.9M (+$128.3K)
Filed 2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares8,376 from 8,376
Change0 (0%)
Value$2.9M (-$111.3K)
Filed 2026-10-26
Madrona Financial Services, LLC
DECREASED
Shares8,360 from 8,374
Change-14 (0%)
Value$2.9M (-$116.1K)
Filed 2026-10-23
Hunter Associates Investment Management LLC
INCREASED
Shares8,351 from 8,311
Change+40 (+0%)
Value$2.9M (-$98.0K)
Filed 2026-10-26
Novem Group
INCREASED
Shares8,333 from 8,258
Change+75 (+1%)
Value$2.9M (-$83.9K)
Filed 2026-10-19
DMC Group, LLC
DECREASED
Shares8,326 from 9,638
Change-1,312 (-14%)
Value$2.9M (-$579.5K)
Filed 2026-10-26
BlueSky Wealth Advisors, LLC
DECREASED
Shares8,322 from 8,397
Change-75 (-1%)
Value$2.9M (-$137.4K)
Filed 2026-10-29
Todd Wealth Management, LLC
DECREASED
Shares8,310 from 8,433
Change-123 (-1%)
Value$2.9M (-$154.3K)
Filed 2026-10-19
Twelve Points Wealth Management LLC
INCREASED
Shares8,303 from 7,306
Change+997 (+14%)
Value$2.3M (-$287.4K)
Filed 2026-11-03
Marathon Capital Management
DECREASED
Shares8,300 from 8,337
Change-37 (0%)
Value$2.9M (-$123.5K)
Filed 2026-10-23
LeConte Wealth Management, LLC
INCREASED
Shares8,297 from 6,863
Change+1,434 (+21%)
Value$2.9M (+$402.2K)
Filed 2026-10-20
Evansbrook LLC
INCREASED
Shares8,296 from 8,275
Change+21 (+0%)
Value$2.9M (-$102.7K)
Filed 2026-10-16
Ejmk Ventures LLC
DECREASED
Shares8,288 from 8,517
Change-229 (-3%)
Value$2.9M (-$192.0K)
Filed 2026-10-21
Vista Investment Partners LLC
DECREASED
Shares8,278 from 8,517
Change-239 (-3%)
Value$2.8M (-$195.4K)
Filed 2026-10-08
Sage Mountain Advisors LLC
DECREASED
Shares8,261 from 16,663
Change-8,402 (-50%)
Value$2.8M (-$3.1M)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares8,236 from 8,259
Change-23 (0%)
Value$2.8M (-$117.7K)
Filed 2026-10-08
Realta Investment Advisors
INCREASED
Shares8,227 from 8,048
Change+179 (+2%)
Value$2.8M (-$45.1K)
Filed 2026-10-14
Cherrydale Wealth Management, LLC
INCREASED
Shares8,215 from 8,158
Change+57 (+1%)
Value$2.8M (-$88.8K)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
DECREASED
Shares8,183 from 8,286
Change-103 (-1%)
Value$2.8M (-$145.6K)
Filed 2026-10-20
Madden Securities Corp
INCREASED
Shares8,179 from 6,286
Change+1,893 (+30%)
Value$2.8M (+$567.8K)
Filed 2026-10-27
Warwick Investment Management, Inc.
DECREASED
Shares8,167 from 8,267
Change-100 (-1%)
Value$2.8M (-$144.3K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
INCREASED
Shares8,145 from 8,116
Change+29 (+0%)
Value$2.8M (-$97.7K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares8,126 from 7,266
Change+860 (+12%)
Value$2.8M (+$199.4K)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
DECREASED
Shares8,114 from 8,419
Change-305 (-4%)
Value$2.8M (-$216.8K)
Filed 2026-10-20
Armor Investment Advisors, LLC
INCREASED
Shares8,086 from 8,060
Change+26 (+0%)
Value$2.8M (-$98.1K)
Filed 2026-10-27
Global Strategic Investment Solutions, LLC
INCREASED
Shares8,085 from 7,961
Change+124 (+2%)
Value$2.8M (-$63.1K)
Filed 2026-10-16
Sunburst Financial Group, LLC
INCREASED
Shares8,081 from 7,806
Change+275 (+4%)
Value$2.8M (-$9.1K)
Filed 2026-10-09
Eads & Heald Wealth Management
DECREASED
Shares8,072 from 8,759
Change-687 (-8%)
Value$2.8M (-$352.8K)
Filed 2026-10-29
Human Investing LLC
INCREASED
Shares8,063 from 6,390
Change+1,673 (+26%)
Value$2.8M (+$490.7K)
Filed 2026-10-19
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares8,060 from 8,060
Change0 (0%)
Value$2.8M (-$107.1K)
Filed 2026-10-09
W Advisors, LLC
INCREASED
Shares8,053 from 7,933
Change+120 (+2%)
Value$2.8M (-$64.1K)
Filed 2026-11-02
Morangie Management LLC
INCREASED
Shares8,046 from 8,044
Change+2 (+0%)
Value$2.8M (-$106.4K)
Filed 2026-10-15
Centennial Wealth Advisory LLC
INCREASED
Shares8,039 from 6,293
Change+1,746 (+28%)
Value$2.8M (+$518.9K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
INCREASED
Shares8,029 from 7,654
Change+375 (+5%)
Value$2.8M (+$27.5K)
Filed 2026-10-26
Keystone Wealth Services, LLC
INCREASED
Shares8,009 from 7,962
Change+47 (+1%)
Value$2.7M (-$114.7K)
Filed 2026-11-03
Alkeme Wealth, LLC
DECREASED
Shares8,005 from 8,080
Change-75 (-1%)
Value$2.8M (-$133.2K)
Filed 2026-10-08
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED
Shares8,000 from 24,000
Change-16,000 (-67%)
Value$2.8M (-$5.8M)
Filed 2026-11-04
Alliance Private Wealth, LLC
DECREASED
Shares7,984 from 8,984
Change-1,000 (-11%)
Value$2.7M (-$463.5K)
Filed 2026-10-20
Summit Financial Strategies, Inc.
INCREASED
Shares7,978 from 7,756
Change+222 (+3%)
Value$2.7M (-$26.7K)
Filed 2026-10-14
Vilga Financial Planning LLC
INCREASED
Shares7,963 from 5,854
Change+2,109 (+36%)
Value$2.7M (+$647.9K)
Filed 2026-10-09
Advisor Resource Council
DECREASED
Shares7,959 from 8,113
Change-154 (-2%)
Value$2.8M (-$215.5K)
Filed 2026-11-05
Blue Line Capital, LLC / IL
INCREASED
Shares7,957 from 7,388
Change+569 (+8%)
Value$2.7M (+$97.8K)
Filed 2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares7,936 from 7,936
Change0 (0%)
Value$2.8M ($0)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares7,911 from 7,403
Change+508 (+7%)
Value$2.7M (+$76.5K)
Filed 2026-11-05
McNaughton Wealth Management, LLC
INCREASED
Shares7,850 from 7,548
Change+302 (+4%)
Value$2.7M (+$3.6K)
Filed 2026-10-09
Probity Advisors, Inc.
INCREASED
Shares7,846 from 7,717
Change+129 (+2%)
Value$2.7M (-$58.2K)
Filed 2026-10-23
Kraft, Davis & Associates, LLC
INCREASED
Shares7,835 from 7,278
Change+557 (+8%)
Value$2.7M (+$96.5K)
Filed 2026-10-21
Kingsman Wealth Management, Inc.
INCREASED
Shares7,831 from 7,374
Change+457 (+6%)
Value$2.7M (+$59.5K)
Filed 2026-10-13
Uhlmann Price Securities, LLC
INCREASED
Shares7,825 from 7,015
Change+810 (+12%)
Value$2.7M (+$185.9K)
Filed 2026-11-03
Maple Capital Management, Inc.
DECREASED
Shares7,793 from 8,082
Change-289 (-4%)
Value$2.7M (-$206.8K)
Filed 2026-11-02
Cypress Asset Management Inc
UNCHANGED
Shares7,742 from 7,742
Change0 (0%)
Value$2.7M (-$102.9K)
Filed 2026-10-09
Lodestone Wealth Management LLC
INCREASED
Shares7,701 from 7,570
Change+131 (+2%)
Value$2.6M (-$55.6K)
Filed 2026-10-14
Benin Management Corp
UNCHANGED
Shares7,688 from 7,688
Change0 (0%)
Value$2.6M (-$102.2K)
Filed 2026-10-22
Wedgewood Investors Inc
INCREASED
Shares7,679 from 7,504
Change+175 (+2%)
Value$2.6M (-$39.5K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
INCREASED
Shares7,678 from 5,916
Change+1,762 (+30%)
Value$2.6M (+$527.5K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares7,663 from 7,682
Change-19 (0%)
Value$2.6M (-$108.8K)
Filed 2026-10-16
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares7,636 from 7,465
Change+171 (+2%)
Value$2.6M (-$40.4K)
Filed 2026-11-04
Jeppson Wealth Management, LLC
DECREASED
Shares7,629 from 8,110
Change-481 (-6%)
Value$2.6M (-$273.3K)
Filed 2026-10-20
Altfest L J & Co Inc
INCREASED
Shares7,614 from 7,515
Change+99 (+1%)
Value$2.6M (-$65.7K)
Filed 2026-10-27
Rubicon Advisors, GP
INCREASED
Shares7,611 from 7,567
Change+44 (+1%)
Value$2.6M (-$85.8K)
Filed 2026-10-23
Fortune 45 LLC
INCREASED
Shares7,602 from 7,246
Change+356 (+5%)
Value$2.6M (+$25.2K)
Filed 2026-10-14
LJI Wealth Management, LLC
INCREASED
Shares7,583 from 7,363
Change+220 (+3%)
Value$2.6M (-$22.2K)
Filed 2026-10-28
Verum Partners LLC
INCREASED
Shares7,564 from 6,964
Change+600 (+9%)
Value$2.6M (+$114.0K)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
INCREASED
Shares7,558 from 7,553
Change+5 (+0%)
Value$2.6M (-$98.6K)
Filed 2026-10-26
Burton Enright Welch
DECREASED
Shares7,528 from 7,591
Change-63 (-1%)
Value$2.6M (-$122.5K)
Filed 2026-11-04
Lantz Financial LLC
INCREASED
Shares7,511 from 7,460
Change+51 (+1%)
Value$2.6M (-$81.7K)
Filed 2026-10-15
Salomon & Ludwin, LLC
DECREASED
Shares7,495 from 7,500
Change-5 (0%)
Value$2.6M (-$130.1K)
Filed 2026-10-29
Phillips Financial Management, LLC
DECREASED
Shares7,479 from 7,481
Change-2 (0%)
Value$2.6M (-$100.1K)
Filed 2026-10-19
Guild Investment Management, Inc.
UNCHANGED
Shares7,464 from 7,464
Change0 (0%)
Value$2.6M (-$99.2K)
Filed 2026-11-03
Hara Capital LLC
UNCHANGED
Shares7,460 from 7,460
Change0 (0%)
Value$2.6M (-$99.1K)
Filed 2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares7,457 from 7,684
Change-227 (-3%)
Value$2.6M (-$180.2K)
Filed 2026-10-29
Meredith Wealth Planning
DECREASED
Shares7,444 from 7,548
Change-104 (-1%)
Value$2.6M (-$136.4K)
Filed 2026-10-14
AM Investment Strategies LLC
INCREASED
Shares7,426 from 6,729
Change+697 (+10%)
Value$2.6M (+$150.0K)
Filed 2026-11-05
First Financial Corp
DECREASED
Shares7,426 from 7,484
Change-58 (-1%)
Value$2.6M (-$119.4K)
Filed 2026-10-13
Mcdaniel Terry & Co
INCREASED
Shares7,419 from 7,356
Change+63 (+1%)
Value$2.6M (-$76.1K)
Filed 2026-11-05
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares7,402 from 7,402
Change0 (0%)
Value$2.5M (-$98.3K)
Filed 2026-10-28
Genesis Private Wealth, LLC
INCREASED
Shares7,384 from 6,638
Change+746 (+11%)
Value$2.5M (+$168.5K)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED
Shares7,364 from 6,954
Change+410 (+6%)
Value$2.5M (+$48.7K)
Filed 2026-10-22
ANB Bank
DECREASED
Shares7,362 from 7,806
Change-444 (-6%)
Value$2.5M (-$256.5K)
Filed 2026-10-09
Schorn Wealth LLC
DECREASED
Shares7,353 from 7,401
Change-48 (-1%)
Value$2.5M (-$114.8K)
Filed 2026-10-14
Luts & Greenleigh Group, Inc.
DECREASED
Shares7,344 from 7,483
Change-139 (-2%)
Value$2.5M (-$147.2K)
Filed 2026-11-05
Sageworth Trust Co of South Dakota
DECREASED
Shares7,339 from 7,754
Change-415 (-5%)
Value$2.5M (-$245.8K)
Filed 2026-10-30
Total Wealth Planning & Management, Inc.
INCREASED
Shares7,326 from 7,308
Change+18 (+0%)
Value$2.5M (-$91.1K)
Filed 2026-10-23
QP Wealth Management, LLC
DECREASED
Shares7,313 from 7,455
Change-142 (-2%)
Value$2.5M (-$147.9K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
INCREASED
Shares7,303 from 6,975
Change+328 (+5%)
Value$2.5M (+$20.2K)
Filed 2026-10-29
Andrew Hill Investment Advisors, Inc.
DECREASED
Shares7,283 from 17,394
Change-10,111 (-58%)
Value$2.5M (-$3.7M)
Filed 2026-10-22
Capstone Wealth Management Group, Inc.
INCREASED
Shares7,270 from 7,195
Change+75 (+1%)
Value$2.5M (-$70.1K)
Filed 2026-10-19
Beutel, Goodman & Co Ltd.
DECREASED
Shares7,265 from 7,790
Change-525 (-7%)
Value$2.5M (-$284.0K)
Filed 2026-11-04
AWM Capital, LLC
INCREASED
Shares7,259 from 5,640
Change+1,619 (+29%)
Value$2.5M (+$482.4K)
Filed 2026-10-16
Grand Central Investment Group
DECREASED
Shares7,230 from 7,721
Change-491 (-6%)
Value$2.5M (-$271.6K)
Filed 2026-11-02
PFW Advisors LLC
INCREASED
Shares7,226 from 7,201
Change+25 (+0%)
Value$2.5M (-$87.1K)
Filed 2026-10-07
Capstone Wealth Management Group, LLC
DECREASED
Shares7,221 from 9,368
Change-2,147 (-23%)
Value$1.8M (-$1.6M)
Filed 2026-11-05
Global Trust Wealth Management LLC
INCREASED
Shares7,220 from 6,024
Change+1,196 (+20%)
Value$2.5M (+$331.5K)
Filed 2026-10-14
Montchanin Asset Management, LLC
DECREASED
Shares7,200 from 7,415
Change-215 (-3%)
Value$2.5M (-$173.0K)
Filed 2026-11-02
William Mack & Associates, Inc.
INCREASED
Shares7,195 from 7,057
Change+138 (+2%)
Value$2.5M (-$46.4K)
Filed 2026-10-27
Nabity-Jensen Investment Management Inc
INCREASED
Shares7,191 from 6,921
Change+270 (+4%)
Value$2.5M (+$921)
Filed 2026-10-23
Index Fund Advisors, Inc.
DECREASED
Shares7,174 from 7,266
Change-92 (-1%)
Value$2.5M (-$128.3K)
Filed 2026-11-05
Trueblood Wealth Management, LLC
INCREASED
Shares7,144 from 6,158
Change+986 (+16%)
Value$2.5M (+$257.5K)
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
INCREASED
Shares7,137 from 7,067
Change+70 (+1%)
Value$2.5M (-$69.8K)
Filed 2026-10-16
Durante & Waters, LLC
DECREASED
Shares7,097 from 7,143
Change-46 (-1%)
Value$2.4M (-$110.8K)
Filed 2026-10-28
Fulcrum Wealth Advisors, LLC
DECREASED
Shares7,091 from 7,102
Change-11 (0%)
Value$2.4M (-$98.2K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
DECREASED
Shares7,084 from 7,698
Change-614 (-8%)
Value$2.4M (-$313.7K)
Filed 2026-11-05
Johnson Financial Group, LLC
DECREASED
Shares7,082 from 20,902
Change-13,820 (-66%)
Value$2.4M (-$5.0M)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares7,048
Change+7,048
Value$2.4M
Filed 2026-11-04
Canandaigua National Trust Co of Florida
NEW
Shares7,027
Change+7,027
Value$2.4M
Filed 2026-10-07
Brooklyn FI, LLC
INCREASED
Shares7,021 from 3,849
Change+3,172 (+82%)
Value$2.0M (+$711.9K)
Filed 2026-11-05
Alpine Bank Wealth Management
DECREASED
Shares7,012 from 7,273
Change-261 (-4%)
Value$2.4M (-$186.5K)
Filed 2026-10-16
Blankinship & Foster, LLC
DECREASED
Shares7,009 from 7,010
Change-1 (0%)
Value$2.4M (-$93.5K)
Filed 2026-10-19
Correct Capital Wealth Management
UNCHANGED
Shares7,003 from 7,003
Change0 (0%)
Value$2.4M (-$93.0K)
Filed 2026-11-02
Asset Allocation & Management Company, LLC
DECREASED
Shares6,990 from 7,837
Change-847 (-11%)
Value$2.4M (-$396.0K)
Filed 2026-10-13
Elevate Capital Advisors, LLC
DECREASED
Shares6,982 from 8,057
Change-1,075 (-13%)
Value$2.4M (-$477.2K)
Filed 2026-11-02
Mission Financial Group, LLC
INCREASED
Shares6,975 from 6,801
Change+174 (+3%)
Value$2.4M (-$30.4K)
Filed 2026-10-21
Cambridge Advisors Inc.
DECREASED
Shares6,971 from 7,252
Change-281 (-4%)
Value$2.4M (-$193.0K)
Filed 2026-10-19
Carolina Wealth Management Inc
DECREASED
Shares6,970 from 7,465
Change-495 (-7%)
Value$2.4M (-$269.5K)
Filed 2026-10-29
Valley Brook Capital Group, Inc.
INCREASED
Shares6,970 from 6,685
Change+285 (+4%)
Value$2.4M (+$9.2K)
Filed 2026-10-26
Register Financial Advisors LLC
INCREASED
Shares6,953 from 6,897
Change+56 (+1%)
Value$2.4M (-$72.2K)
Filed 2026-10-23
Hikari Power Ltd
DECREASED
Shares6,950 from 7,150
Change-200 (-3%)
Value$2.4M (-$164.0K)
Filed 2026-10-30
bLong Financial, LLC
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$2.4M (-$92.4K)
Filed 2026-10-29
Bfsg, LLC
INCREASED
Shares6,945 from 6,895
Change+50 (+1%)
Value$2.4M (-$74.4K)
Filed 2026-10-30
West Paces Advisors Inc.
INCREASED
Shares6,913 from 6,814
Change+99 (+1%)
Value$2.4M (-$56.7K)
Filed 2026-10-13
Benedict Financial Advisors Inc
DECREASED
Shares6,907 from 7,444
Change-537 (-7%)
Value$2.4M (-$283.9K)
Filed 2026-10-07
O'Domhnaill Enterprises, Inc.
INCREASED
Shares6,891 from 3,454
Change+3,437 (+100%)
Value$2.4M (+$1.1M)
Filed 2026-10-29
Lynch Investment Planning, LLC
DECREASED
Shares6,874 from 7,027
Change-153 (-2%)
Value$2.4M (-$146.3K)
Filed 2026-10-27
Schmidt P J Investment Management Inc
DECREASED
Shares6,867 from 7,073
Change-206 (-3%)
Value$2.4M (-$164.9K)
Filed 2026-11-02
Tectonic Advisors LLC
DECREASED
Shares6,863 from 6,945
Change-82 (-1%)
Value$2.4M (-$120.5K)
Filed 2026-10-22
Wolff Wiese Magana LLC
INCREASED
Shares6,858 from 6,768
Change+90 (+1%)
Value$2.4M (-$59.0K)
Filed 2026-10-15
Hilltop National Bank
DECREASED
Shares6,844 from 7,220
Change-376 (-5%)
Value$2.4M (-$225.3K)
Filed 2026-10-14
CLG LLC
INCREASED
Shares6,839 from 6,771
Change+68 (+1%)
Value$2.4M (-$66.7K)
Filed 2026-10-13
Old Mission Investment Co LLC
DECREASED
Shares6,828 from 6,842
Change-14 (0%)
Value$2.3M (-$95.7K)
Filed 2026-10-22
Crumly & Associates Inc.
INCREASED
Shares6,821 from 5,883
Change+938 (+16%)
Value$2.3M (+$244.6K)
Filed 2026-10-07
Armstrong Advisory Group, Inc
INCREASED
Shares6,821 from 6,147
Change+674 (+11%)
Value$2.3M (+$150.0K)
Filed 2026-10-09
Vaquero Private Wealth, LTD
UNCHANGED
Shares6,817 from 6,817
Change0 (0%)
Value$2.3M (-$90.4K)
Filed 2026-10-27
Spectrum Wealth Advisory Group, LLC
UNCHANGED
Shares6,816 from 6,816
Change0 (0%)
Value$2.3M (-$90.4K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
DECREASED
Shares6,811 from 6,938
Change-127 (-2%)
Value$2.3M (-$135.9K)
Filed 2026-10-30
Clarus Wealth Advisors
INCREASED
Shares6,801 from 6,332
Change+469 (+7%)
Value$2.4M (+$99.9K)
Filed 2026-10-13
Motive Wealth Advisors
INCREASED
Shares6,800 from 6,571
Change+229 (+3%)
Value$2.3M (-$8.5K)
Filed 2026-10-26
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares6,746 from 7,837
Change-1,091 (-14%)
Value$2.3M (-$479.6K)
Filed 2026-10-09
Renasant Bank
DECREASED
Shares6,736 from 6,740
Change-4 (0%)
Value$2.3M (-$91.0K)
Filed 2026-11-05
Belvedere Trading LLC
NEW
Shares6,734
Change+6,734
Value$2.3M
Filed 2026-11-05
RVW Wealth, LLC
INCREASED
Shares6,708 from 4,657
Change+2,051 (+44%)
Value$2.3M (+$643.8K)
Filed 2026-10-06
Optima Capital LLC
DECREASED
Shares6,697 from 7,253
Change-556 (-8%)
Value$2.3M (-$287.6K)
Filed 2026-10-29
Meadow Creek Wealth Advisors LLC
INCREASED
Shares6,695 from 6,506
Change+189 (+3%)
Value$2.3M (-$21.4K)
Filed 2026-11-02
First Bancorp, Inc
DECREASED
Shares6,683 from 6,984
Change-301 (-4%)
Value$2.3M (-$196.4K)
Filed 2026-10-26
Plan A Wealth LLC
INCREASED
Shares6,676 from 6,565
Change+111 (+2%)
Value$2.3M (-$49.0K)
Filed 2026-10-08
Cascade Investment Group, Inc.
INCREASED
Shares6,668 from 5,963
Change+705 (+12%)
Value$2.3M (+$163.3K)
Filed 2026-10-13
Burr Financial Services, LLC
DECREASED
Shares6,655 from 7,395
Change-740 (-10%)
Value$2.3M (-$352.9K)
Filed 2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares6,654 from 6,350
Change+304 (+5%)
Value$2.3M (+$20.1K)
Filed 2026-10-28
Alternative Investment Advisors, Llc.
INCREASED
Shares6,649 from 6,139
Change+510 (+8%)
Value$2.3M (+$94.6K)
Filed 2026-11-03
Whelan Financial
INCREASED
Shares6,626 from 5,483
Change+1,143 (+21%)
Value$2.3M (+$320.3K)
Filed 2026-10-28
Carrera Capital Advisors
INCREASED
Shares6,622 from 6,513
Change+109 (+2%)
Value$2.3M (-$49.1K)
Filed 2026-11-03
Donalies Financial Planning, LLC
INCREASED
Shares6,617 from 6,613
Change+4 (+0%)
Value$2.3M (-$86.8K)
Filed 2026-10-19
Tactive Advisors, LLC
DECREASED
Shares6,616 from 7,117
Change-501 (-7%)
Value$2.3M (-$267.0K)
Filed 2026-10-08
B.A. Schrock Wealth Management, Inc.
NEW
Shares6,595
Change+6,595
Value$2.2M
Filed 2026-10-15
PUREfi Wealth, LLC
INCREASED
Shares6,593 from 6,352
Change+241 (+4%)
Value$2.3M (-$1.5K)
Filed 2026-10-19
Townsend & Associates, Inc
INCREASED
Shares6,583 from 6,500
Change+83 (+1%)
Value$2.2M (-$45.8K)
Filed 2026-10-23
J. Team Financial, Inc.
INCREASED
Shares6,582 from 5,748
Change+834 (+15%)
Value$2.3M (+$210.4K)
Filed 2026-11-03
Hickory Point Bank & Trust
DECREASED
Shares6,577 from 6,888
Change-311 (-5%)
Value$2.3M (-$198.6K)
Filed 2026-10-01
Signature Equity Partners, LLC
DECREASED
Shares6,561 from 6,634
Change-73 (-1%)
Value$2.3M (-$113.5K)
Filed 2026-10-29
Wespac Advisors, LLC
DECREASED
Shares6,548 from 6,953
Change-405 (-6%)
Value$2.3M (-$231.8K)
Filed 2026-10-26
Lotus Asset Management LLC
INCREASED
Shares6,532 from 6,231
Change+301 (+5%)
Value$2.2M (+$20.6K)
Filed 2026-10-14
Arsenal Capital Advisors LLC
INCREASED
Shares6,526 from 6,422
Change+104 (+2%)
Value$2.2M (-$49.6K)
Filed 2026-11-02
Market Street Wealth Management Advisors LLC
INCREASED
Shares6,513 from 6,081
Change+432 (+7%)
Value$2.2M (+$67.8K)
Filed 2026-10-09
Argyle Capital Partners, LLC
INCREASED
Shares6,505 from 6,431
Change+74 (+1%)
Value$2.2M (-$59.9K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED
Shares6,502 from 9,572
Change-3,070 (-32%)
Value$2.2M (-$1.2M)
Filed 2026-11-04
Piar LLC
DECREASED
Shares6,500 from 7,670
Change-1,170 (-15%)
Value$2.2M (-$504.5K)
Filed 2026-10-21
Community Financial Services Group, LLC
INCREASED
Shares6,498 from 6,390
Change+108 (+2%)
Value$2.2M (-$110.2K)
Filed 2026-10-15
Eagle Bay Advisors LLC
INCREASED
Shares6,487 from 5,904
Change+583 (+10%)
Value$2.2M (+$122.2K)
Filed 2026-10-16
Aletheian Wealth Advisors LLC
INCREASED
Shares6,486 from 6,417
Change+69 (+1%)
Value$2.2M (-$61.5K)
Filed 2026-10-08
Capital Management Associates, Inc
DECREASED
Shares6,480 from 6,495
Change-15 (0%)
Value$2.2M (-$91.4K)
Filed 2026-10-20
Private Client Services, LLC
DECREASED
Shares6,454 from 6,593
Change-139 (-2%)
Value$2.2M (-$135.4K)
Filed 2026-10-02
Anchor Capital Advisors LLC
UNCHANGED
Shares6,453 from 6,453
Change0 (0%)
Value$2.2M (-$85.8K)
Filed 2026-11-05
RAM Investment Partners, LLC
DECREASED
Shares6,433 from 6,493
Change-60 (-1%)
Value$2.2M (-$106.9K)
Filed 2026-10-21
Nadler Financial Group, Inc.
INCREASED
Shares6,432 from 6,305
Change+127 (+2%)
Value$2.2M (-$40.1K)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares6,427
Change+6,427
Value$2.3K
Filed 2026-10-02
DecisionMap Wealth Management, LLC
DECREASED
Shares6,393 from 6,510
Change-117 (-2%)
Value$2.2M (-$126.8K)
Filed 2026-10-29
Firestone Capital Management
DECREASED
Shares6,392 from 6,394
Change-2 (0%)
Value$2.2M (-$85.7K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED
Shares6,387 from 6,061
Change+326 (+5%)
Value$2.2M (+$31.6K)
Filed 2026-10-13
Fulcrum Equity Management
INCREASED
Shares6,384 from 5,971
Change+413 (+7%)
Value$2.2M (+$62.7K)
Filed 2026-10-21
MeadowBrook Investment Advisors LLC
INCREASED
Shares6,368 from 6,350
Change+18 (+0%)
Value$2.1M (-$204.7K)
Filed 2026-10-29
Foundation Wealth Management, LLC
INCREASED
Shares6,365 from 5,919
Change+446 (+8%)
Value$2.2M (+$75.1K)
Filed 2026-10-22
Sentinel Trust Co LBA
UNCHANGED
Shares6,360 from 6,360
Change0 (0%)
Value$2.2M (-$85.0K)
Filed 2026-11-03
Cairn Investment Group, Inc.
DECREASED
Shares6,354 from 6,454
Change-100 (-2%)
Value$2.2M (-$120.0K)
Filed 2026-11-04
Quantum Financial Partners LLC
DECREASED
Shares6,343 from 6,542
Change-199 (-3%)
Value$2.2M (-$155.8K)
Filed 2026-10-19
Berman McAleer LLC
UNCHANGED
Shares6,343 from 6,343
Change0 (0%)
Value$2.2M (-$84.3K)
Filed 2026-10-16
Kazazian Asset Management, LLC
UNCHANGED
Shares6,340 from 6,340
Change0 (0%)
Value$2.2M (-$84.3K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
INCREASED
Shares6,337 from 6,117
Change+220 (+4%)
Value$2.2M (-$5.4K)
Filed 2026-11-02
Ironsides Asset Advisors, LLC
INCREASED
Shares6,311 from 5,384
Change+927 (+17%)
Value$2.2M (+$247.4K)
Filed 2026-10-20
Voisard Asset Management Group, Inc.
INCREASED
Shares6,310 from 5,956
Change+354 (+6%)
Value$2.2M (+$42.7K)
Filed 2026-10-13
M. Kraus & Co
DECREASED
Shares6,308 from 6,408
Change-100 (-2%)
Value$2.2M (-$119.6K)
Filed 2026-10-20
Gerald Baker Financial Group LLC
INCREASED
Shares6,307 from 6,305
Change+2 (+0%)
Value$2.2M (-$83.2K)
Filed 2026-10-09
Syverson Strege & Co
INCREASED
Shares6,305 from 5,877
Change+428 (+7%)
Value$2.2M (+$69.2K)
Filed 2026-11-02
Louisbourg Investments Inc.
DECREASED
Shares6,300 from 6,315
Change-15 (0%)
Value$2.2M (-$89.1K)
Filed 2026-10-20
Emerald Advisors, LLC
DECREASED
Shares6,281 from 6,746
Change-465 (-7%)
Value$2.2M (-$249.6K)
Filed 2026-10-13
Financial Futures Ltd Liability Co.
INCREASED
Shares6,274 from 6,256
Change+18 (+0%)
Value$2.2M (-$77.1K)
Filed 2026-10-13
Financial Consulate, Inc
DECREASED
Shares6,269 from 7,259
Change-990 (-14%)
Value$2.2M (-$437.0K)
Filed 2026-10-23
FNY Investment Advisers, LLC
INCREASED
Shares6,264 from 1,006
Change+5,258 (+523%)
Value$2.2M (+$1.8M)
Filed 2026-10-16
Adams Asset Advisors, LLC
UNCHANGED
Shares6,261 from 6,261
Change0 (0%)
Value$2.2M (-$83.2K)
Filed 2026-10-08
Garner Asset Management Corp
INCREASED
Shares6,252 from 6,159
Change+93 (+2%)
Value$2.0M (-$220.4K)
Filed 2026-10-30
Heritage Wealth Management, Inc.
INCREASED
Shares6,235 from 6,203
Change+32 (+1%)
Value$2.1M (-$71.4K)
Filed 2026-10-27
Seelaus Asset Management LLC
DECREASED
Shares6,210 from 6,837
Change-627 (-9%)
Value$2.1M (-$306.6K)
Filed 2026-10-14
Colorado Capital Management, Inc.
INCREASED
Shares6,194 from 5,996
Change+198 (+3%)
Value$2.1M (-$12.0K)
Filed 2026-10-15
Ares Financial Consulting, LLC
INCREASED
Shares6,193 from 5,945
Change+248 (+4%)
Value$2.1M (+$6.3K)
Filed 2026-10-19
Prentice Wealth Management LLC
DECREASED
Shares6,184 from 6,358
Change-174 (-3%)
Value$2.1M (-$144.4K)
Filed 2026-10-20
Noble Wealth Management PBC
INCREASED
Shares6,174 from 5,206
Change+968 (+19%)
Value$2.1M (+$263.9K)
Filed 2026-10-01
LifePlan Financial, LLC
DECREASED
Shares6,169 from 6,732
Change-563 (-8%)
Value$2.1M (-$257.2K)
Filed 2026-10-13
Granite Group Advisors, LLC
DECREASED
Shares6,167 from 9,588
Change-3,421 (-36%)
Value$2.1M (-$1.3M)
Filed 2026-10-14
Enhancing Capital LLC
INCREASED
Shares6,164 from 6,100
Change+64 (+1%)
Value$2.1M (-$59.0K)
Filed 2026-10-26
Hamilton Capital, LLC
DECREASED
Shares6,126 from 6,134
Change-8 (0%)
Value$2.1M (-$84.2K)
Filed 2026-10-08
Burns Matteson Capital Management, LLC
DECREASED
Shares6,119 from 6,226
Change-107 (-2%)
Value$2.1M (-$119.5K)
Filed 2026-10-16
Provident Living Financial Services, Inc.
DECREASED
Shares6,117 from 6,259
Change-142 (-2%)
Value$1.7M (-$524.8K)
Filed 2026-11-03
Hall Laurie J Trustee
UNCHANGED
Shares6,110 from 6,110
Change0 (0%)
Value$2.1M (-$81.2K)
Filed 2026-10-06
TruNorth Capital Management, LLC
INCREASED
Shares6,105 from 5,416
Change+689 (+13%)
Value$2.1M (+$165.1K)
Filed 2026-10-14
Meadowbrook Wealth Management, LLC
DECREASED
Shares6,100 from 6,905
Change-805 (-12%)
Value$2.1M (-$368.8K)
Filed 2026-10-08
FAI Advisors, Inc.
INCREASED
Shares6,092 from 5,827
Change+265 (+5%)
Value$2.1M (+$13.7K)
Filed 2026-10-27
SS&H Financial Advisors, Inc.
DECREASED
Shares6,086 from 6,186
Change-100 (-2%)
Value$2.1M (-$117.0K)
Filed 2026-10-28
Mcdonald Partners LLC
INCREASED
Shares6,083 from 5,965
Change+118 (+2%)
Value$2.1M (-$38.7K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
INCREASED
Shares6,069 from 5,355
Change+714 (+13%)
Value$2.1M (+$174.5K)
Filed 2026-10-08
Hartford Financial Management Inc.
UNCHANGED
Shares6,048 from 6,048
Change0 (0%)
Value$2.1M (-$80.4K)
Filed 2026-10-21
Optivise Advisory Services LLC
INCREASED
Shares6,026 from 5,783
Change+243 (+4%)
Value$2.1M (+$6.7K)
Filed 2026-10-19
Elevated Financial Group LLC
DECREASED
Shares6,023 from 6,655
Change-632 (-9%)
Value$2.1M (-$305.9K)
Filed 2026-10-16
Adkins Seale Capital Management LLC
INCREASED
Shares5,995 from 5,931
Change+64 (+1%)
Value$2.1M (-$56.8K)
Filed 2026-10-27
Trust Co of the South
DECREASED
Shares5,984 from 6,480
Change-496 (-8%)
Value$2.1M (-$256.8K)
Filed 2026-10-21
Cpwa, LLC
INCREASED
Shares5,972 from 5,958
Change+14 (+0%)
Value$2.1M (-$23.0K)
Filed 2026-11-04
Park Capital Management, LLC / WI
INCREASED
Shares5,971 from 5,784
Change+187 (+3%)
Value$2.1M (-$12.5K)
Filed 2026-10-13
Chatham Capital Group, Inc.
UNCHANGED
Shares5,969 from 5,969
Change0 (0%)
Value$2.1M (-$79.3K)
Filed 2026-10-16
Wealth Dimensions Group, Ltd.
INCREASED
Shares5,961 from 5,478
Change+483 (+9%)
Value$2.1M (+$93.1K)
Filed 2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares5,958 from 5,730
Change+228 (+4%)
Value$2.0M (+$2.1K)
Filed 2026-11-02
Precedent Wealth Partners, LLC
INCREASED
Shares5,954 from 4,841
Change+1,113 (+23%)
Value$2.0M (+$318.4K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares5,929
Change+5,929
Value$2.0M
Filed 2026-10-19
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares5,883 from 7,139
Change-1,256 (-18%)
Value$2.0M (-$527.1K)
Filed 2026-10-20
Scissortail Wealth Management, LLC
INCREASED
Shares5,863 from 5,099
Change+764 (+15%)
Value$2.0M (+$195.1K)
Filed 2026-11-03
Provident Investment Management, Inc.
INCREASED
Shares5,855 from 5,444
Change+411 (+8%)
Value$2.0M (+$69.3K)
Filed 2026-10-23
Bay Capital Advisors, LLC
DECREASED
Shares5,854 from 6,607
Change-753 (-11%)
Value$2.0M (-$346.9K)
Filed 2026-10-16
Financial Council, LLC
UNCHANGED
Shares5,845 from 5,845
Change0 (0%)
Value$2.0M (-$77.7K)
Filed 2026-11-02
Creative Capital Management Investments LLC
DECREASED
Shares5,841 from 5,896
Change-55 (-1%)
Value$2.0M (-$97.3K)
Filed 2026-10-28
Charter Capital Management, Llc\de
DECREASED
Shares5,840 from 5,996
Change-156 (-3%)
Value$2.0M (-$133.3K)
Filed 2026-10-28
Gallagher Capital Advisors, LLC
DECREASED
Shares5,835 from 5,847
Change-12 (0%)
Value$2.0M (-$81.9K)
Filed 2026-10-09
Beirne Wealth Consulting Services, LLC
DECREASED
Shares5,821 from 6,111
Change-290 (-5%)
Value$2.0M (-$181.0K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares5,808 from 5,796
Change+12 (+0%)
Value$2.0M (-$72.8K)
Filed 2026-10-26
Selective Wealth Management, Inc.
INCREASED
Shares5,788 from 4,881
Change+907 (+19%)
Value$2.0M (+$328.7K)
Filed 2026-10-16
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares5,782 from 5,654
Change+128 (+2%)
Value$2.0M (-$31.1K)
Filed 2026-10-16
waypoint wealth counsel
INCREASED
Shares5,761 from 5,593
Change+168 (+3%)
Value$2.0M (-$16.7K)
Filed 2026-10-22
Miller Global Investments, LLC
INCREASED
Shares5,747 from 4,936
Change+811 (+16%)
Value$2.0M (+$213.5K)
Filed 2026-10-02
Courage Miller Partners, LLC
UNCHANGED
Shares5,745 from 5,745
Change0 (0%)
Value$2.0M (-$76.3K)
Filed 2026-10-21
Fonville Wealth Management LLC
DECREASED
Shares5,743 from 5,886
Change-143 (-2%)
Value$2.0M (-$127.3K)
Filed 2026-10-28
Meridian Investment Counsel Inc.
DECREASED
Shares5,740 from 6,495
Change-755 (-12%)
Value$2.0M (-$346.1K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares5,731 from 5,068
Change+663 (+13%)
Value$2.0M (+$160.8K)
Filed 2026-10-14
Sutton Place Investors LLC
INCREASED
Shares5,726 from 5,602
Change+124 (+2%)
Value$2.0M (-$31.8K)
Filed 2026-10-20
Lord & Richards Wealth Management, LLC
INCREASED
Shares5,724 from 3,782
Change+1,942 (+51%)
Value$2.0M (+$618.2K)
Filed 2026-10-14
BCS Wealth Management
DECREASED
Shares5,723 from 6,287
Change-564 (-9%)
Value$2.0M (-$277.4K)
Filed 2026-11-03
Petros Family Wealth, LLC
INCREASED
Shares5,721 from 5,239
Change+482 (+9%)
Value$2.0M (+$96.2K)
Filed 2026-10-28
WealthTrust Asset Management, LLC
DECREASED
Shares5,716 from 5,893
Change-177 (-3%)
Value$2.0M (-$139.2K)
Filed 2026-10-22
Fermata Advisors, LLC
INCREASED
Shares5,715 from 5,554
Change+161 (+3%)
Value$2.0M (-$18.7K)
Filed 2026-10-13
WP Advisors, LLC
INCREASED
Shares5,709 from 5,707
Change+2 (+0%)
Value$2.0M (-$74.7K)
Filed 2026-10-22
Creekside Partners
INCREASED
Shares5,676 from 5,666
Change+10 (+0%)
Value$2.0M (-$71.7K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares5,668 from 5,895
Change-227 (-4%)
Value$2.0M (-$156.5K)
Filed 2026-10-07
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares5,658 from 5,658
Change0 (0%)
Value$1.9M (-$75.2K)
Filed 2026-10-07
Hobart Private Capital, LLC
DECREASED
Shares5,642 from 9,362
Change-3,720 (-40%)
Value$1.9M (-$1.4M)
Filed 2026-10-19
Madson Wealth Advisors Inc
DECREASED
Shares5,640 from 5,651
Change-11 (0%)
Value$1.9M (-$78.6K)
Filed 2026-10-13
Berkshire Money Management, Inc.
NEW
Shares5,625
Change+5,625
Value$1.9M
Filed 2026-10-21
Intelligence Driven Advisers, LLC
INCREASED
Shares5,615 from 5,359
Change+256 (+5%)
Value$1.9M (+$16.9K)
Filed 2026-10-09
Worth Financial Advisory Group, LLC
DECREASED
Shares5,597 from 5,681
Change-84 (-1%)
Value$1.9M (-$104.4K)
Filed 2026-10-19
Chemung Canal Trust Co
DECREASED
Shares5,585 from 5,678
Change-93 (-2%)
Value$1.9M (-$107.5K)
Filed 2026-11-04
Shira Ridge Wealth Management
DECREASED
Shares5,574 from 6,548
Change-974 (-15%)
Value$1.9M (-$422.2K)
Filed 2026-10-09
Hill Island Financial LLC
UNCHANGED
Shares5,574 from 5,574
Change0 (0%)
Value$1.9M (-$74.1K)
Filed 2026-10-20
Wiser Wealth Management, Inc
INCREASED
Shares5,573 from 5,345
Change+228 (+4%)
Value$1.9M (+$7.4K)
Filed 2026-10-14
North Capital, Inc.
DECREASED
Shares5,569 from 6,253
Change-684 (-11%)
Value$2.0M (-$264.3K)
Filed 2026-10-16
Searle & Co.
DECREASED
Shares5,558 from 5,899
Change-341 (-6%)
Value$1.9M (-$195.8K)
Filed 2026-11-04
Pegasus Asset Management, Inc.
INCREASED
Shares5,554 from 5,520
Change+34 (+1%)
Value$1.9M (-$61.7K)
Filed 2026-11-03
Powell Investment Advisors, LLC
INCREASED
Shares5,550 from 5,547
Change+3 (+0%)
Value$1.9M (-$72.8K)
Filed 2026-10-22
Rockline Wealth Management, LLC
DECREASED
Shares5,544 from 5,568
Change-24 (0%)
Value$1.9M (-$82.3K)
Filed 2026-10-26
Curran Financial Partners, LLC
INCREASED
Shares5,542 from 5,375
Change+167 (+3%)
Value$1.9M (-$13.9K)
Filed 2026-11-04
Davidson Trust Co
INCREASED
Shares5,541 from 5,341
Change+200 (+4%)
Value$1.9M (-$2.2K)
Filed 2026-10-09
Mosley Wealth Management
INCREASED
Shares5,536 from 4,798
Change+738 (+15%)
Value$1.9M (+$218.5K)
Filed 2026-10-16
Providence Wealth Advisors, LLC
INCREASED
Shares5,528 from 5,518
Change+10 (+0%)
Value$1.9M (-$81.7K)
Filed 2026-10-29
First City Capital Management, Inc.
DECREASED
Shares5,511 from 5,784
Change-273 (-5%)
Value$1.9M (-$170.8K)
Filed 2026-10-27
Independence Wealth Advisors, LLC
NEW
Shares5,501
Change+5,501
Value$1.9M
Filed 2026-10-29
Aubrey Capital Management Ltd
DECREASED
Shares5,500 from 11,100
Change-5,600 (-50%)
Value$1.9M (-$2.1M)
Filed 2026-10-19
Financial Management Professionals, Inc.
DECREASED
Shares5,498 from 5,502
Change-4 (0%)
Value$1.9M (-$74.6K)
Filed 2026-10-23
Invested Advisors
DECREASED
Shares5,489 from 5,665
Change-176 (-3%)
Value$1.9M (-$135.8K)
Filed 2026-10-23
Center for Financial Planning, Inc.
INCREASED
Shares5,486 from 5,024
Change+462 (+9%)
Value$1.9M (+$92.6K)
Filed 2026-10-26
Sage Investment Advisers LLC
INCREASED
Shares5,486 from 5,288
Change+198 (+4%)
Value$1.9M (-$2.4K)
Filed 2026-10-21
Womack Financial LLC
INCREASED
Shares5,466 from 5,104
Change+362 (+7%)
Value$1.9M (+$56.7K)
Filed 2026-10-14
CWS Financial Advisors, LLC
INCREASED
Shares5,466 from 5,431
Change+35 (+1%)
Value$1.9M (-$60.2K)
Filed 2026-10-16
Foundry Financial LLC
INCREASED
Shares5,448 from 5,038
Change+410 (+8%)
Value$1.9M (+$73.8K)
Filed 2026-10-16
Wright Wealth LLC
UNCHANGED
Shares5,445 from 5,445
Change0 (0%)
Value$1.9M (-$72.4K)
Filed 2026-10-29
Oak Barrel Wealth Advisory LLC
INCREASED
Shares5,435 from 5,377
Change+58 (+1%)
Value$1.9M (-$51.7K)
Filed 2026-11-05
Unified Investment Management
UNCHANGED
Shares5,418 from 5,418
Change0 (0%)
Value$1.9M (-$72.0K)
Filed 2026-10-14
David J Yvars Group
INCREASED
Shares5,416 from 5,410
Change+6 (+0%)
Value$1.9M (-$70.0K)
Filed 2026-10-09
Smith Shellnut Wilson LLC
DECREASED
Shares5,415 from 5,431
Change-16 (0%)
Value$1.9M (-$77.7K)
Filed 2026-10-21
Cadent Capital Advisors, LLC
INCREASED
Shares5,383 from 5,379
Change+4 (+0%)
Value$1.9M (-$70.2K)
Filed 2026-10-09
Montz Harcus Wealth Management LLC
DECREASED
Shares5,364 from 5,411
Change-47 (-1%)
Value$1.8M (-$88.1K)
Filed 2026-10-09
Cassia Capital Partners, LLC
DECREASED
Shares5,360 from 5,378
Change-18 (0%)
Value$1.8M (-$77.6K)
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares5,358 from 5,356
Change+2 (+0%)
Value$1.8M (-$70.5K)
Filed 2026-11-03
Michels Family Financial, LLC
INCREASED
Shares5,355 from 5,200
Change+155 (+3%)
Value$1.8M (-$15.6K)
Filed 2026-11-02
Valen Private Capital, LLC
NEW
Shares5,335
Change+5,335
Value$1.8M
Filed 2026-10-23
Centurion Wealth Management LLC
DECREASED
Shares5,331 from 5,638
Change-307 (-5%)
Value$1.8M (-$180.6K)
Filed 2026-10-13
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares5,330 from 5,647
Change-317 (-6%)
Value$1.8M (-$184.0K)
Filed 2026-11-05
Avion Wealth
INCREASED
Shares5,320 from 5,248
Change+72 (+1%)
Value$1.8M (-$45.0K)
Filed 2026-11-04
Fourpath Capital Management, LLC
INCREASED
Shares5,316 from 4,711
Change+605 (+13%)
Value$1.8M (+$145.6K)
Filed 2026-10-19
Worth Asset Management, LLC
INCREASED
Shares5,314 from 4,600
Change+714 (+16%)
Value$1.8M (+$184.7K)
Filed 2026-10-07
United Community Bank
INCREASED
Shares5,313 from 4,722
Change+591 (+13%)
Value$1.8M (+$140.6K)
Filed 2026-10-28
Nolet Wealth Management, LLC
INCREASED
Shares5,295 from 5,228
Change+67 (+1%)
Value$1.8M (-$46.4K)
Filed 2026-10-15
MKT Advisors LLC
DECREASED
Shares5,288 from 6,647
Change-1,359 (-20%)
Value$1.8M (-$598.1K)
Filed 2026-10-20
Watershed Private Wealth LLC
INCREASED
Shares5,284 from 1,319
Change+3,965 (+301%)
Value$1.8M (+$1.3M)
Filed 2026-10-30
Avail Investment Partners, LLC
DECREASED
Shares5,268 from 5,475
Change-207 (-4%)
Value$1.8M (-$144.3K)
Filed 2026-10-16
Shoker Investment Counsel, Inc.
UNCHANGED
Shares5,246 from 5,246
Change0 (0%)
Value$1.8M (-$69.4K)
Filed 2026-11-04
Cornerstone Planning Group LLC
INCREASED
Shares5,225 from 5,160
Change+65 (+1%)
Value$1.8M (+$72.1K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares5,224 from 4,966
Change+258 (+5%)
Value$1.8M (+$23.0K)
Filed 2026-10-27
Gill Capital Partners, LLC
INCREASED
Shares5,208 from 5,205
Change+3 (+0%)
Value$1.8M (-$68.1K)
Filed 2026-10-13
Wetzel Investment Advisors, Inc.
INCREASED
Shares5,203 from 5,177
Change+26 (+1%)
Value$1.8M (-$59.9K)
Filed 2026-10-13
Matauro, LLC
INCREASED
Shares5,187 from 4,948
Change+239 (+5%)
Value$1.8M (+$16.6K)
Filed 2026-11-03
Reston Wealth Management LLC
INCREASED
Shares5,178 from 5,059
Change+119 (+2%)
Value$1.8M (-$26.3K)
Filed 2026-10-29
Silverlake Wealth Management LLC
DECREASED
Shares5,176 from 5,221
Change-45 (-1%)
Value$1.8M (-$84.7K)
Filed 2026-10-21
Worthington Financial Partners, LLC
INCREASED
Shares5,161 from 5,156
Change+5 (+0%)
Value$1.8M (-$66.9K)
Filed 2026-10-13
Diversified Management Inc
INCREASED
Shares5,144 from 4,911
Change+233 (+5%)
Value$1.8M (+$14.6K)
Filed 2026-10-08
Archvest Wealth Advisors, Inc.
INCREASED
Shares5,138 from 4,945
Change+193 (+4%)
Value$1.8M (+$395)
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares5,137 from 5,106
Change+31 (+1%)
Value$1.8M (-$57.2K)
Filed 2026-10-15
Viewpoint Capital Management LLC
INCREASED
Shares5,124 from 5,054
Change+70 (+1%)
Value$1.8M (-$43.1K)
Filed 2026-10-27
Abner Herrman & Brock LLC
INCREASED
Shares5,112 from 3,721
Change+1,391 (+37%)
Value$1.8M (+$429.0K)
Filed 2026-10-20
Williams & Novak Wealth Management, LLC
INCREASED
Shares5,107 from 4,281
Change+826 (+19%)
Value$1.8M (+$227.3K)
Filed 2026-10-09
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares5,104 from 5,096
Change+8 (+0%)
Value$1.8M (-$65.2K)
Filed 2026-10-19
Opinicus Capital, Inc.
DECREASED
Shares5,102 from 5,287
Change-185 (-3%)
Value$1.8M (-$133.8K)
Filed 2026-10-28
Towercrest Capital Management
INCREASED
Shares5,078 from 4,329
Change+749 (+17%)
Value$1.7M (+$200.2K)
Filed 2026-10-23
Greenwood Gearhart LLC
INCREASED
Shares5,076 from 5,054
Change+22 (+0%)
Value$1.7M (-$59.6K)
Filed 2026-11-02
Hopwood Financial Services, Inc.
DECREASED
Shares5,073 from 5,313
Change-240 (-5%)
Value$1.7M (-$153.2K)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares5,059 from 4,512
Change+547 (+12%)
Value$1.7M (+$128.3K)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED
Shares5,044 from 4,687
Change+357 (+8%)
Value$1.7M (+$60.2K)
Filed 2026-10-15
TriaGen Wealth Management LLC
UNCHANGED
Shares5,044 from 5,044
Change0 (0%)
Value$1.7M (-$67.0K)
Filed 2026-10-14
Instrumental Wealth, LLC
INCREASED
Shares5,025 from 4,306
Change+719 (+17%)
Value$1.7M (+$190.3K)
Filed 2026-10-20
North Berkeley Wealth Management, LLC
INCREASED
Shares5,012 from 4,787
Change+225 (+5%)
Value$1.7M (+$13.8K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
DECREASED
Shares5,010 from 5,273
Change-263 (-5%)
Value$1.7M (-$160.8K)
Filed 2026-11-03
Capital Wealth Alliance, LLC
INCREASED
Shares4,997 from 1,484
Change+3,513 (+237%)
Value$1.7M (+$1.2M)
Filed 2026-10-20
Triton Wealth Management, Pllc
INCREASED
Shares4,989 from 4,826
Change+163 (+3%)
Value$1.4M (-$356.4K)
Filed 2026-11-04
Prospect Financial Group LLC
DECREASED
Shares4,988 from 5,427
Change-439 (-8%)
Value$1.7M (-$223.2K)
Filed 2026-11-05
Nicholas Wealth, Llc.
INCREASED
Shares4,967 from 4,805
Change+162 (+3%)
Value$1.7M (-$8.1K)
Filed 2026-10-26
Orin Green Financial, LLC
DECREASED
Shares4,960 from 4,961
Change-1 (0%)
Value$1.7M (-$66.3K)
Filed 2026-10-19
Frederick Financial Consultants, LLC
INCREASED
Shares4,959 from 4,593
Change+366 (+8%)
Value$1.7M (+$65.0K)
Filed 2026-10-29
Baring Financial LLC
DECREASED
Shares4,958 from 5,045
Change-87 (-2%)
Value$1.7M (-$96.9K)
Filed 2026-10-07
Hudock, Inc.
DECREASED
Shares4,956 from 5,157
Change-201 (-4%)
Value$1.7M (-$137.7K)
Filed 2026-10-14
Davidson Investment Advisors
DECREASED
Shares4,956 from 5,096
Change-140 (-3%)
Value$1.7M (-$115.9K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares4,956 from 4,950
Change+6 (+0%)
Value$1.7M (-$63.7K)
Filed 2026-10-16
Monte Financial Group, LLC
DECREASED
Shares4,946 from 4,957
Change-11 (0%)
Value$1.7M (-$63.5K)
Filed 2026-11-02
Range Financial Group LLC
INCREASED
Shares4,940 from 4,651
Change+289 (+6%)
Value$1.7M (+$37.6K)
Filed 2026-10-21
Alliance Wealth Management Group
INCREASED
Shares4,939 from 4,190
Change+749 (+18%)
Value$1.7M (+$202.0K)
Filed 2026-10-29
Fell Capital Management
UNCHANGED
Shares4,930 from 4,930
Change0 (0%)
Value$1.7M (-$65.5K)
Filed 2026-10-09
Rhodes Investment Advisors Inc
UNCHANGED
Shares4,928 from 4,928
Change0 (0%)
Value$1.7M (-$65.5K)
Filed 2026-10-07
Shepherd Street Advisors LLC
DECREASED
Shares4,921 from 4,962
Change-41 (-1%)
Value$1.7M (-$110.0K)
Filed 2026-10-21
Independent Wealth Network Inc.
INCREASED
Shares4,920 from 4,649
Change+271 (+6%)
Value$1.7M (+$31.4K)
Filed 2026-10-19
Kenora Financial, LLC
DECREASED
Shares4,895 from 4,982
Change-87 (-2%)
Value$1.7M (-$96.1K)
Filed 2026-10-20
Spartan Planning & Wealth Management
DECREASED
Shares4,887 from 11,535
Change-6,648 (-58%)
Value$1.7M (-$2.4M)
Filed 2026-10-13
AAF Wealth Management, LLC
INCREASED
Shares4,886 from 4,876
Change+10 (+0%)
Value$1.7M (-$61.5K)
Filed 2026-10-28
AUA Capital Management, LLC
UNCHANGED
Shares4,880 from 4,880
Change0 (0%)
Value$1.7M (-$64.9K)
Filed 2026-10-15
Iams Wealth Management, LLC
INCREASED
Shares4,855 from 4,452
Change+403 (+9%)
Value$1.7M (+$79.4K)
Filed 2026-10-15
Tortoise Investment Management, LLC
INCREASED
Shares4,849 from 4,544
Change+305 (+7%)
Value$1.7M (+$44.6K)
Filed 2026-11-06
Orange Investment Advisors, Inc.
UNCHANGED
Shares4,842 from 4,842
Change0 (0%)
Value$1.7M (-$64.4K)
Filed 2026-10-23
RED Lighthouse Investment Management, LLC
DECREASED
Shares4,841 from 4,861
Change-20 (0%)
Value$1.7M (-$71.5K)
Filed 2026-11-02
Ariston Services Group
DECREASED
Shares4,826 from 5,446
Change-620 (-11%)
Value$1.7M (-$285.7K)
Filed 2026-10-16
MPS Loria Financial Planners, LLC
INCREASED
Shares4,824 from 4,766
Change+58 (+1%)
Value$1.7M (-$43.6K)
Filed 2026-10-14
Vanguard Capital Wealth Advisors
INCREASED
Shares4,820 from 4,783
Change+37 (+1%)
Value$1.7M (-$50.8K)
Filed 2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED
Shares4,815 from 4,170
Change+645 (+15%)
Value$1.7M (+$166.3K)
Filed 2026-10-29
Cyr Financial Inc.
INCREASED
Shares4,810 from 4,501
Change+309 (+7%)
Value$1.7M (+$46.4K)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
DECREASED
Shares4,803 from 4,875
Change-72 (-1%)
Value$1.7M (-$89.6K)
Filed 2026-10-14
Kearns & Associates LLC
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$1.7M (-$63.8K)
Filed 2026-10-09
Hidden Cove Wealth Management, LLC
INCREASED
Shares4,799 from 4,695
Change+104 (+2%)
Value$1.7M (-$26.6K)
Filed 2026-10-19
Crane Advisory, LLC
UNCHANGED
Shares4,798 from 4,798
Change0 (0%)
Value$1.7M (-$38.2K)
Filed 2026-10-13
Seamount Financial Group Inc
DECREASED
Shares4,770 from 4,940
Change-170 (-3%)
Value$1.6M (-$124.4K)
Filed 2026-10-21
Austin Wealth Management, LLC
DECREASED
Shares4,766 from 4,773
Change-7 (0%)
Value$1.7M (+$4.8K)
Filed 2026-11-06
Sprinkle Financial Consultants LLC
DECREASED
Shares4,756 from 5,108
Change-352 (-7%)
Value$1.6M (-$188.8K)
Filed 2026-10-09
Richmond Investment Services, LLC
INCREASED
Shares4,744 from 4,723
Change+21 (+0%)
Value$1.6M (-$55.6K)
Filed 2026-10-29
Northstar Asset Management Co
UNCHANGED
Shares4,735 from 4,735
Change0 (0%)
Value$1.6M (+$71.1K)
Filed 2026-10-22
RM Financial Services, LLC
DECREASED
Shares4,734 from 4,749
Change-15 (0%)
Value$1.6M (-$68.3K)
Filed 2026-11-03
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares4,732 from 4,732
Change0 (0%)
Value$1.6M (-$62.8K)
Filed 2026-10-16
Legacies Wealth LLC
INCREASED
Shares4,721 from 4,320
Change+401 (+9%)
Value$1.6M (+$80.6K)
Filed 2026-11-02
Corecam AG
NEW
Shares4,713
Change+4,713
Value$1.6M
Filed 2026-10-29
Kellett Wealth Advisors, LLC
DECREASED
Shares4,706 from 4,753
Change-47 (-1%)
Value$1.6M (-$79.3K)
Filed 2026-10-15
Southland Equity Partners LLC
INCREASED
Shares4,703 from 3,814
Change+889 (+23%)
Value$1.6M (+$255.2K)
Filed 2026-10-14
Veery Capital, LLC
INCREASED
Shares4,697 from 4,610
Change+87 (+2%)
Value$1.6M (-$31.3K)
Filed 2026-10-07
Smart Wealth LLC
DECREASED
Shares4,692 from 6,627
Change-1,935 (-29%)
Value$1.6M (-$753.9K)
Filed 2026-11-04
Diversified Portfolios, Inc.
INCREASED
Shares4,691 from 3,292
Change+1,399 (+43%)
Value$1.6M (+$437.6K)
Filed 2026-11-04
CPC Advisors, LLC
DECREASED
Shares4,687 from 9,302
Change-4,615 (-50%)
Value$1.6M (-$1.7M)
Filed 2026-10-21
Thoma Capital Management LLC
DECREASED
Shares4,678 from 4,686
Change-8 (0%)
Value$1.6M (-$65.0K)
Filed 2026-10-19
Defined Wealth Management, LLC
DECREASED
Shares4,678 from 4,682
Change-4 (0%)
Value$1.6M (-$63.6K)
Filed 2026-10-19
JBGlobal.com LLC
DECREASED
Shares4,673 from 4,808
Change-135 (-3%)
Value$1.6M (-$110.3K)
Filed 2026-10-13
Fire Capital Management LLC
INCREASED
Shares4,664 from 4,544
Change+120 (+3%)
Value$1.6M (-$19.1K)
Filed 2026-10-27
WPG Advisers, LLC
DECREASED
Shares4,634 from 4,715
Change-81 (-2%)
Value$1.6M (-$90.5K)
Filed 2026-10-27
Acorn Creek Capital LLC
INCREASED
Shares4,606 from 3,699
Change+907 (+25%)
Value$1.6M (+$262.9K)
Filed 2026-11-05
Guilbault Capital LLC
DECREASED
Shares4,603 from 5,794
Change-1,191 (-21%)
Value$1.6M (-$486.8K)
Filed 2026-10-28
Factory Mutual Insurance Co
DECREASED
Shares4,600 from 5,000
Change-400 (-8%)
Value$1.6M (-$204.1K)
Filed 2026-10-30
CPA Asset Management Group, LLC
INCREASED
Shares4,591 from 4,571
Change+20 (+0%)
Value$1.6M (-$53.9K)
Filed 2026-10-26
Unify Financial Advisors
INCREASED
Shares4,570 from 4,255
Change+315 (+7%)
Value$1.6M (+$52.0K)
Filed 2026-11-03
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares4,566 from 4,624
Change-58 (-1%)
Value$1.6M (-$81.3K)
Filed 2026-10-09
TrueWealth Advisors, LLC
INCREASED
Shares4,565 from 2,824
Change+1,741 (+62%)
Value$1.6M (+$561.4K)
Filed 2026-10-09
Latitude Advisors, LLC
INCREASED
Shares4,563 from 4,073
Change+490 (+12%)
Value$1.6M (+$114.6K)
Filed 2026-10-27
Thompson Siegel & Walmsley LLC
DECREASED
Shares4,555 from 4,560
Change-5 (0%)
Value$1.6M (-$62.0K)
Filed 2026-11-05
Code Waechter LLC
INCREASED
Shares4,545 from 3,545
Change+1,000 (+28%)
Value$1.6M (+$297.1K)
Filed 2026-10-23
Foguth Wealth Management, Llc.
DECREASED
Shares4,544 from 5,507
Change-963 (-17%)
Value$1.5M (-$390.5K)
Filed 2026-10-19
Montgomery Investment Management Inc
INCREASED
Shares4,540 from 3,540
Change+1,000 (+28%)
Value$1.6M (+$297.1K)
Filed 2026-10-26
Dixon Fnancial Services, Inc.
INCREASED
Shares4,531 from 4,518
Change+13 (+0%)
Value$1.6M (-$55.6K)
Filed 2026-10-23
Reap Financial Group, LLC
INCREASED
Shares4,517 from 4,253
Change+264 (+6%)
Value$1.6M (+$34.4K)
Filed 2026-11-02
Security Financial Services, Inc.
INCREASED
Shares4,515 from 4,506
Change+9 (+0%)
Value$1.6M (-$56.8K)
Filed 2026-10-29
Nova R Wealth, Inc.
DECREASED
Shares4,513 from 4,552
Change-39 (-1%)
Value$1.6M (-$73.8K)
Filed 2026-10-26
Quantum Financial Planning Services, Inc.
INCREASED
Shares4,506 from 3,894
Change+612 (+16%)
Value$1.6M (+$159.0K)
Filed 2026-10-14
Harbor Asset Planning, Inc.
UNCHANGED
Shares4,505 from 4,505
Change0 (0%)
Value$1.6M (-$59.9K)
Filed 2026-10-23
Vista Investment Partners II, LLC
DECREASED
Shares4,501 from 4,750
Change-249 (-5%)
Value$1.5M (-$148.7K)
Filed 2026-10-15
Summit Asset Management, LLC
INCREASED
Shares4,499 from 4,431
Change+68 (+2%)
Value$1.5M (-$35.5K)
Filed 2026-11-05
Triangle Securities Wealth Management
DECREASED
Shares4,490 from 4,500
Change-10 (0%)
Value$1.5M (-$63.2K)
Filed 2026-10-14
Arwa LLC
INCREASED
Shares4,489 from 4,419
Change+70 (+2%)
Value$1.6M (+$21.9K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
DECREASED
Shares4,487 from 4,740
Change-253 (-5%)
Value$1.5M (-$150.2K)
Filed 2026-11-03
Arbor Investment Advisors, LLC
DECREASED
Shares4,484 from 4,512
Change-28 (-1%)
Value$1.5M (-$69.6K)
Filed 2026-10-26
CWC Advisors, Llc.
INCREASED
Shares4,476 from 4,325
Change+151 (+3%)
Value$1.5M (-$5.5K)
Filed 2026-10-15
Morling Financial Advisors, LLC
DECREASED
Shares4,463 from 4,490
Change-27 (-1%)
Value$1.5M (-$69.0K)
Filed 2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED
Shares4,461 from 3,894
Change+567 (+15%)
Value$1.5M (+$143.1K)
Filed 2026-10-14
Primoris Wealth Advisors, LLC
DECREASED
Shares4,449 from 4,524
Change-75 (-2%)
Value$1.5M (-$85.9K)
Filed 2026-10-28
Fingerlakes Wealth Management, Inc.
DECREASED
Shares4,449 from 4,480
Change-31 (-1%)
Value$1.5M (-$70.0K)
Filed 2026-11-04
ShoreHaven Wealth Partners, LLC
DECREASED
Shares4,448 from 4,516
Change-68 (-2%)
Value$1.5M (-$83.6K)
Filed 2026-10-16
TSA Wealth Managment LLC
INCREASED
Shares4,441 from 3,879
Change+562 (+14%)
Value$1.5M (+$141.6K)
Filed 2026-10-22
First Pacific Financial
DECREASED
Shares4,440 from 4,715
Change-275 (-6%)
Value$1.5M (-$157.2K)
Filed 2026-10-14
Miller Financial Services LLC
INCREASED
Shares4,435 from 3,964
Change+471 (+12%)
Value$1.5M (+$109.4K)
Filed 2026-10-20
MFG Investments, LLC
NEW
Shares4,429
Change+4,429
Value$1.5M
Filed 2026-10-30
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares4,429 from 4,436
Change-7 (0%)
Value$1.5M (-$61.4K)
Filed 2026-10-15
Sensible Money, LLC
DECREASED
Shares4,425 from 4,736
Change-311 (-7%)
Value$1.5M (-$169.8K)
Filed 2026-10-20
Quaker Wealth Management, LLC
INCREASED
Shares4,424 from 4,248
Change+176 (+4%)
Value$1.5M (+$4.3K)
Filed 2026-10-22
Quad-Cities Investment Group, LLC
DECREASED
Shares4,422 from 4,476
Change-54 (-1%)
Value$1.5M (-$78.1K)
Filed 2026-10-16
Western Financial Corp
DECREASED
Shares4,420 from 13,238
Change-8,818 (-67%)
Value$1.5M (-$3.2M)
Filed 2026-10-14
Independent Investors Inc
UNCHANGED
Shares4,420 from 4,420
Change0 (0%)
Value$1.5M (-$58.7K)
Filed 2026-10-30
Advisory Advocates, LLC
DECREASED
Shares4,419 from 4,638
Change-219 (-5%)
Value$1.5M (-$137.0K)
Filed 2026-11-05
Hoge Financial Services, LLC
INCREASED
Shares4,410 from 4,116
Change+294 (+7%)
Value$1.5M (+$46.5K)
Filed 2026-11-05
Elser Financial Planning, Inc
INCREASED
Shares4,406 from 4,310
Change+96 (+2%)
Value$1.5M (-$24.1K)
Filed 2026-10-16
Guardian Investment Management
INCREASED
Shares4,402 from 3,609
Change+793 (+22%)
Value$1.5M (+$153.4K)
Filed 2026-10-23
Tenzing Financial LLC
DECREASED
Shares4,389 from 4,395
Change-6 (0%)
Value$1.5M (-$100.0K)
Filed 2026-11-03
Nexus Investment Management ULC
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$1.5M (-$57.9K)
Filed 2026-10-27
Private Wealth Management Group, LLC
DECREASED
Shares4,354 from 4,389
Change-35 (-1%)
Value$1.5M (-$70.4K)
Filed 2026-10-19
Absolute Capital Management, LLC
INCREASED
Shares4,353 from 2,682
Change+1,671 (+62%)
Value$1.5M (+$539.2K)
Filed 2026-10-16
KFA Private Wealth Group, LLC
DECREASED
Shares4,352 from 4,478
Change-126 (-3%)
Value$1.5M (-$103.1K)
Filed 2026-10-07
Mascagni Wealth Management, Inc.
DECREASED
Shares4,343 from 4,431
Change-88 (-2%)
Value$1.5M (-$89.0K)
Filed 2026-10-23
Paulson Wealth Management Inc.
DECREASED
Shares4,338 from 4,347
Change-9 (0%)
Value$1.5M (-$60.9K)
Filed 2026-11-02
Lionsbridge Wealth Management LLC
DECREASED
Shares4,334 from 4,721
Change-387 (-8%)
Value$1.5M (-$195.9K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares4,326 from 3,125
Change+1,201 (+38%)
Value$1.5M (+$404.8K)
Filed 2026-11-02
Acorn Wealth Advisors, LLC
INCREASED
Shares4,322 from 4,171
Change+151 (+4%)
Value$1.5M (-$3.6K)
Filed 2026-10-19
Johnson & White Wealth Management, LLC
INCREASED
Shares4,322 from 4,312
Change+10 (+0%)
Value$1.5M (-$53.8K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
DECREASED
Shares4,313 from 4,759
Change-446 (-9%)
Value$1.5M (-$216.7K)
Filed 2026-10-13
Breakwater Investment Management
INCREASED
Shares4,305 from 4,226
Change+79 (+2%)
Value$1.5M (-$29.0K)
Filed 2026-10-20
Capital Square, LLC
DECREASED
Shares4,302 from 4,541
Change-239 (-5%)
Value$1.5M (-$141.9K)
Filed 2026-10-19
Stone Wealth Partners
INCREASED
Shares4,300 from 2,127
Change+2,173 (+102%)
Value$1.5M (+$712.6K)
Filed 2026-11-05
IFS Advisors, LLC
NEW
Shares4,291
Change+4,291
Value$1.5M
Filed 2026-10-14
Shulman DeMeo Asset Management LLC
DECREASED
Shares4,289 from 4,406
Change-117 (-3%)
Value$1.5M (-$88.2K)
Filed 2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares4,286 from 3,959
Change+327 (+8%)
Value$1.5M (+$60.1K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares4,283 from 4,221
Change+62 (+1%)
Value$1.5M (-$34.8K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
DECREASED
Shares4,274 from 5,459
Change-1,185 (-22%)
Value$1.5M (-$480.3K)
Filed 2026-10-23
Mach-1 Financial Group, LLC
DECREASED
Shares4,274 from 4,329
Change-55 (-1%)
Value$1.5M (-$76.5K)
Filed 2026-11-06
Legacy Financial Group, Inc.
INCREASED
Shares4,259 from 3,753
Change+506 (+13%)
Value$1.5M (+$124.2K)
Filed 2026-10-21
Axiom Investment Management LLC
DECREASED
Shares4,246 from 4,348
Change-102 (-2%)
Value$1.5M (-$92.9K)
Filed 2026-11-03
Community Trust & Investment Co
INCREASED
Shares4,246 from 4,240
Change+6 (+0%)
Value$1.5M (-$54.3K)
Filed 2026-10-15
Investment Planning Advisors, Inc.
INCREASED
Shares4,243 from 3,813
Change+430 (+11%)
Value$1.5M (+$97.4K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
DECREASED
Shares4,243 from 4,368
Change-125 (-3%)
Value$1.5M (-$100.9K)
Filed 2026-11-04
Point Nemo Capital, LLC
NEW
Shares4,241
Change+4,241
Value$1.5M
Filed 2026-11-03
Mascoma Wealth Management LLC
DECREASED
Shares4,235 from 4,237
Change-2 (0%)
Value$1.5M (-$57.0K)
Filed 2026-10-23
Austin Asset Management Co Inc
DECREASED
Shares4,234 from 4,317
Change-83 (-2%)
Value$1.5M (-$86.0K)
Filed 2026-10-29
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares4,233 from 4,187
Change+46 (+1%)
Value$1.5M (-$39.9K)
Filed 2026-10-14
Brown Wealth Management, LLC
INCREASED
Shares4,232 from 3,705
Change+527 (+14%)
Value$1.5M (+$132.1K)
Filed 2026-10-20
Well Done, LLC
INCREASED
Shares4,224 from 3,834
Change+390 (+10%)
Value$1.5M (+$83.2K)
Filed 2026-10-20
Apex Wealth Management, LLC
INCREASED
Shares4,221 from 4,192
Change+29 (+1%)
Value$1.5M (-$46.0K)
Filed 2026-10-20
Decision Investments, Inc
DECREASED
Shares4,215 from 4,219
Change-4 (0%)
Value$1.5M (-$57.4K)
Filed 2026-10-07
Hamilton Point Investment Advisors, LLC
DECREASED
Shares4,211 from 4,878
Change-667 (-14%)
Value$1.4M (-$294.3K)
Filed 2026-11-03
Aventus Investment Advisors, Inc.
INCREASED
Shares4,210 from 4,094
Change+116 (+3%)
Value$1.4M (-$14.5K)
Filed 2026-10-09
Box Hill Private Wealth LLC
DECREASED
Shares4,208 from 4,384
Change-176 (-4%)
Value$1.4M (-$119.0K)
Filed 2026-10-05
SilverOak Wealth Management LLC
DECREASED
Shares4,199 from 4,223
Change-24 (-1%)
Value$1.4M (-$64.4K)
Filed 2026-10-29
Peoples Bank
INCREASED
Shares4,184 from 3,682
Change+502 (+14%)
Value$1.4M (+$123.8K)
Filed 2026-10-26
Augustine Asset Management Inc
INCREASED
Shares4,176 from 2,837
Change+1,339 (+47%)
Value$1.4M (+$423.0K)
Filed 2026-10-13
Financial Insights, Inc.
INCREASED
Shares4,168 from 3,993
Change+175 (+4%)
Value$1.4M (+$7.1K)
Filed 2026-10-27
Redwood Financial Network Corp
DECREASED
Shares4,166 from 4,851
Change-685 (-14%)
Value$1.4M (-$300.1K)
Filed 2026-11-03
Pathway Financial Advisors LLC
INCREASED
Shares4,166 from 4,130
Change+36 (+1%)
Value$1.4M (-$53.0K)
Filed 2026-10-07
Financial Perspectives, Inc
INCREASED
Shares4,126 from 3,915
Change+211 (+5%)
Value$1.4M (+$20.8K)
Filed 2026-11-03
Avid Wealth Partners LLC
DECREASED
Shares4,125 from 4,127
Change-2 (0%)
Value$1.4M (-$55.5K)
Filed 2026-11-03
BlueChip Wealth Advisors LLC
INCREASED
Shares4,122 from 2,275
Change+1,847 (+81%)
Value$1.4M (+$605.3K)
Filed 2026-11-03
Weinberger Asset Management, Inc
INCREASED
Shares4,106 from 4,013
Change+93 (+2%)
Value$1.4M (-$16.3K)
Filed 2026-10-28
Clay Northam Wealth Management, LLC
DECREASED
Shares4,105 from 4,122
Change-17 (0%)
Value$1.4M (-$60.6K)
Filed 2026-10-13
Legal Advantage Investments, Inc.
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$1.4M (-$54.5K)
Filed 2026-10-13
Sierra Ocean, LLC
INCREASED
Shares4,086 from 3,792
Change+294 (+8%)
Value$1.4M (+$50.8K)
Filed 2026-11-03
Main Street Group, LTD
INCREASED
Shares4,086 from 4,046
Change+40 (+1%)
Value$1.4M (-$39.9K)
Filed 2026-10-28
Cahaba Wealth Management, Inc.
INCREASED
Shares4,078 from 3,628
Change+450 (+12%)
Value$1.4M (+$106.6K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares4,076 from 8,788
Change-4,712 (-54%)
Value$1.4M (-$1.7M)
Filed 2026-10-27
Emergent Wealth Advisors, LLC
INCREASED
Shares4,066 from 3,486
Change+580 (+17%)
Value$1.4M (+$99.3K)
Filed 2026-10-09
Cora Capital Advisors LLC
DECREASED
Shares4,052 from 4,053
Change-1 (0%)
Value$1.4M (-$54.1K)
Filed 2026-11-02
Heritage Investment Group, Inc.
INCREASED
Shares4,051 from 3,920
Change+131 (+3%)
Value$1.4M (-$7.0K)
Filed 2026-11-03
Wilkins Miller Wealth Management, LLC
DECREASED
Shares4,049 from 4,121
Change-72 (-2%)
Value$1.4M (-$79.5K)
Filed 2026-10-13
Midwest Financial Group LLC
INCREASED
Shares4,045 from 3,823
Change+222 (+6%)
Value$1.4M (+$25.6K)
Filed 2026-10-15
Clark Financial Services Group Inc
INCREASED
Shares4,043 from 3,904
Change+139 (+4%)
Value$1.4M (-$4.0K)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
INCREASED
Shares4,039 from 746
Change+3,293 (+441%)
Value$1.4M (+$1.1M)
Filed 2026-10-30
Echo45 Advisors LLC
INCREASED
Shares4,038 from 3,692
Change+346 (+9%)
Value$1.4M (+$69.9K)
Filed 2026-10-07
Hyposwiss Advisors SA
UNCHANGED
Shares4,031 from 4,031
Change0 (0%)
Value$1.4M (-$53.6K)
Filed 2026-10-26
IronBridge Private Wealth, LLC
DECREASED
Shares4,017 from 10,335
Change-6,318 (-61%)
Value$1.4M (-$2.3M)
Filed 2026-11-03
M.E. Allison & Co., Inc.
DECREASED
Shares4,011 from 4,073
Change-62 (-2%)
Value$1.4M (-$75.7K)
Filed 2026-10-09
Graham Capital Wealth Management, LLC
DECREASED
Shares4,011 from 4,021
Change-10 (0%)
Value$1.4M (-$56.9K)
Filed 2026-10-26
Stegent Equity Advisors, Inc.
DECREASED
Shares4,010 from 4,563
Change-553 (-12%)
Value$1.4M (-$250.9K)
Filed 2026-10-13
Villere ST Denis J & Co LLC
UNCHANGED
Shares4,009 from 4,009
Change0 (0%)
Value$1.4M (-$53.3K)
Filed 2026-11-04
Cutler Investment Counsel LLC
INCREASED
Shares4,005 from 3,940
Change+65 (+2%)
Value$1.4M (-$30.2K)
Filed 2026-10-28
WealthSpring Partners, LLC
DECREASED
Shares4,004 from 5,846
Change-1,842 (-32%)
Value$1.4M (-$711.7K)
Filed 2026-10-14
WealthCare Investment Partners, LLC
INCREASED
Shares4,002 from 3,970
Change+32 (+1%)
Value$1.4M (-$41.9K)
Filed 2026-11-05
Parkside Investments, LLC
DECREASED
Shares4,000 from 4,069
Change-69 (-2%)
Value$1.4M (-$77.6K)
Filed 2026-10-20
Citizens National Bank Trust Department
INCREASED
Shares3,985 from 3,634
Change+351 (+10%)
Value$1.4M (+$72.5K)
Filed 2026-11-04
Landaas & Co
INCREASED
Shares3,979 from 3,950
Change+29 (+1%)
Value$1.4M (-$42.5K)
Filed 2026-10-29
CJM Wealth Advisers, Ltd.
DECREASED
Shares3,966 from 4,006
Change-40 (-1%)
Value$1.4M (-$67.0K)
Filed 2026-10-27
RW Investment Management LLC
INCREASED
Shares3,956 from 3,152
Change+804 (+26%)
Value$1.4M (+$234.8K)
Filed 2026-11-03
Langley Wealth Management, LLC
INCREASED
Shares3,950 from 3,668
Change+282 (+8%)
Value$1.4M (+$48.3K)
Filed 2026-11-04
General Partner, Inc.
DECREASED
Shares3,945 from 5,945
Change-2,000 (-34%)
Value$1.4M (-$767.2K)
Filed 2026-10-05
Taylor Securities Services, Inc.
INCREASED
Shares3,945 from 3,795
Change+150 (+4%)
Value$1.4M (+$1.2K)
Filed 2026-10-20
High Point Wealth Management, LLC
INCREASED
Shares3,943 from 3,581
Change+362 (+10%)
Value$1.4M (+$76.8K)
Filed 2026-11-05
Atlas Private Wealth Advisors
INCREASED
Shares3,921 from 3,920
Change+1 (+0%)
Value$1.3M (-$52.0K)
Filed 2026-10-23
Vestia Personal Wealth Advisors
INCREASED
Shares3,910 from 3,304
Change+606 (+18%)
Value$1.3M (+$164.5K)
Filed 2026-10-20
Demars Financial Group, LLC
INCREASED
Shares3,908 from 3,605
Change+303 (+8%)
Value$1.3M (+$56.4K)
Filed 2026-10-22
RHS Financial, LLC
DECREASED
Shares3,907 from 3,925
Change-18 (0%)
Value$1.3M (-$58.4K)
Filed 2026-10-13
Matrix Asset Advisors Inc
UNCHANGED
Shares3,907 from 3,907
Change0 (0%)
Value$1.3M (-$51.9K)
Filed 2026-10-13
Park State Asset Management
DECREASED
Shares3,900 from 3,905
Change-5 (0%)
Value$1.3M (-$53.6K)
Filed 2026-11-02
WMG Financial Advisors, LLC
UNCHANGED
Shares3,898 from 3,898
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-28
Inspirion Wealth Advisors, LLC
INCREASED
Shares3,897 from 3,703
Change+194 (+5%)
Value$1.3M (+$3.3K)
Filed 2026-10-09
Reyes Financial Architecture, Inc.
INCREASED
Shares3,895 from 3,218
Change+677 (+21%)
Value$1.3M (+$190.2K)
Filed 2026-10-22
Iron Financial LLC
DECREASED
Shares3,894 from 4,039
Change-145 (-4%)
Value$1.3M (-$103.7K)
Filed 2026-10-23
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares3,892 from 3,606
Change+286 (+8%)
Value$1.3M (+$50.5K)
Filed 2026-11-02
Poehling Capital Management, Inc.
UNCHANGED
Shares3,879 from 3,879
Change0 (0%)
Value$1.3M (-$51.5K)
Filed 2026-10-20
Godsey & Gibb, Inc
INCREASED
Shares3,858 from 3,815
Change+43 (+1%)
Value$1.3M (-$35.9K)
Filed 2026-10-14
Hummer Financial Advisory Services Inc
UNCHANGED
Shares3,845 from 3,845
Change0 (0%)
Value$1.3M (-$51.1K)
Filed 2026-10-09
LongView Wealth Management
UNCHANGED
Shares3,845 from 3,845
Change0 (0%)
Value$1.3M (-$50.8K)
Filed 2026-10-19
Waystone Advisors LLC
DECREASED
Shares3,840 from 3,851
Change-11 (0%)
Value$1.4M (-$3.9K)
Filed 2026-10-16
Stone House Investment Management, LLC
INCREASED
Shares3,833 from 3,093
Change+740 (+24%)
Value$1.3M (+$213.3K)
Filed 2026-10-23
Three Seasons Wealth, LLC
INCREASED
Shares3,827 from 3,656
Change+171 (+5%)
Value$1.3M (+$10.2K)
Filed 2026-11-03
Greenhouse Wealth Management, LLC
UNCHANGED
Shares3,814 from 3,814
Change0 (0%)
Value$1.3M (-$50.7K)
Filed 2026-10-20
Virtue Asset Management LLC
DECREASED
Shares3,812 from 3,839
Change-27 (-1%)
Value$1.3M (-$60.3K)
Filed 2026-10-21
Catalyst Private Wealth, LLC
INCREASED
Shares3,809 from 3,512
Change+297 (+8%)
Value$1.3M (+$55.6K)
Filed 2026-10-13
Stone Summit Wealth LLC
DECREASED
Shares3,788 from 4,018
Change-230 (-6%)
Value$1.3M (-$132.5K)
Filed 2026-10-14
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,773 from 3,709
Change+64 (+2%)
Value$1.3M (-$27.3K)
Filed 2026-10-22
Able Wealth Management LLC
DECREASED
Shares3,769 from 4,361
Change-592 (-14%)
Value$1.3M (-$252.6K)
Filed 2026-10-13
American Institute for Advanced Investment Management, LLP
INCREASED
Shares3,768 from 3,587
Change+181 (+5%)
Value$1.3M (+$14.0K)
Filed 2026-11-03
WealthPoint Financial, LLC
INCREASED
Shares3,767 from 3,134
Change+633 (+20%)
Value$1.3M (+$176.2K)
Filed 2026-11-03
West Wealth Group, LLC
INCREASED
Shares3,759 from 3,644
Change+115 (+3%)
Value$1.3M (-$9.0K)
Filed 2026-10-14
Forte Asset Management LLC
UNCHANGED
Shares3,740 from 3,740
Change0 (0%)
Value$1.3M (-$49.7K)
Filed 2026-10-13
Essential Planning, Llc.
UNCHANGED
Shares3,729 from 3,729
Change0 (0%)
Value$1.3M (-$49.5K)
Filed 2026-10-21
Themes Management Co LLC
INCREASED
Shares3,727 from 3,077
Change+650 (+21%)
Value$1.3M (+$182.8K)
Filed 2026-10-29
Powers Advisory Group, LLC
DECREASED
Shares3,722 from 3,803
Change-81 (-2%)
Value$1.3M (-$78.4K)
Filed 2026-10-14
Intergy Private Wealth, LLC
DECREASED
Shares3,718 from 3,851
Change-133 (-3%)
Value$1.3M (-$96.9K)
Filed 2026-10-16
Welch Financial Planning, LLC
INCREASED
Shares3,702 from 2,996
Change+706 (+24%)
Value$1.3M (+$203.1K)
Filed 2026-11-06
Mycio Wealth Partners, LLC
DECREASED
Shares3,698 from 3,700
Change-2 (0%)
Value$1.3M (-$49.9K)
Filed 2026-11-04
Tortuga Wealth Management, Inc
INCREASED
Shares3,692 from 3,606
Change+86 (+2%)
Value$1.3M (-$18.0K)
Filed 2026-10-27
AJ Advisors, LLC
INCREASED
Shares3,690 from 3,680
Change+10 (+0%)
Value$1.3M (-$45.4K)
Filed 2026-10-29
Cooper S Advisors, LLC
INCREASED
Shares3,688 from 3,508
Change+180 (+5%)
Value$1.3M (+$15.4K)
Filed 2026-11-03
Vista Finance, LLC
INCREASED
Shares3,681 from 1,842
Change+1,839 (+100%)
Value$1.3M (+$608.3K)
Filed 2026-10-23
Legacy Wealth Partners, LLC
INCREASED
Shares3,677 from 3,447
Change+230 (+7%)
Value$1.3M (+$33.3K)
Filed 2026-10-15
Nkcfo LLC
DECREASED
Shares3,675 from 35,625
Change-31,950 (-90%)
Value$1.3M (-$11.5M)
Filed 2026-11-04
Cynosure Group, LLC
DECREASED
Shares3,666 from 5,488
Change-1,822 (-33%)
Value$1.3M (-$699.8K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
INCREASED
Shares3,664 from 3,521
Change+143 (+4%)
Value$1.3M (+$2.4K)
Filed 2026-10-19
4J Wealth Management LLC
INCREASED
Shares3,657 from 3,575
Change+82 (+2%)
Value$1.3M (-$19.1K)
Filed 2026-11-02
Aurora Private Wealth, Inc.
INCREASED
Shares3,648 from 3,400
Change+248 (+7%)
Value$1.3M (+$40.0K)
Filed 2026-10-20
Solitude Financial Services
DECREASED
Shares3,634 from 3,879
Change-245 (-6%)
Value$1.3M (-$135.9K)
Filed 2026-10-26
Pacific Center for Financial Services
INCREASED
Shares3,625 from 3,525
Change+100 (+3%)
Value$1.2M (-$12.4K)
Filed 2026-10-15
Boomfish Wealth Group, LLC
INCREASED
Shares3,617 from 3,168
Change+449 (+14%)
Value$1.2M (+$112.4K)
Filed 2026-10-22
Sloy Dahl & Holst, LLC
DECREASED
Shares3,603 from 3,643
Change-40 (-1%)
Value$1.2M (-$61.9K)
Filed 2026-10-14
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares3,603 from 3,603
Change0 (0%)
Value$1.2M (-$47.9K)
Filed 2026-10-07
Clarus Group, Inc.
INCREASED
Shares3,600 from 3,561
Change+39 (+1%)
Value$1.2M (-$33.8K)
Filed 2026-10-21
FDx Advisors, Inc.
DECREASED
Shares3,594 from 3,624
Change-30 (-1%)
Value$1.2M (-$58.0K)
Filed 2026-11-05
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares3,587 from 7,248
Change-3,661 (-51%)
Value$1.2M (-$1.4M)
Filed 2026-10-26
Peterson Wealth Services
INCREASED
Shares3,582 from 3,581
Change+1 (+0%)
Value$1.2M (-$47.0K)
Filed 2026-10-26
Connecticut Capital Management Group, LLC
INCREASED
Shares3,571 from 3,499
Change+72 (+2%)
Value$1.2M (-$21.7K)
Filed 2026-10-29
Silverberg Bernstein Capital Management LLC
INCREASED
Shares3,565 from 3,440
Change+125 (+4%)
Value$1.2M (-$2.7K)
Filed 2026-10-13
Mullooly Asset Management, Inc.
DECREASED
Shares3,556 from 3,670
Change-114 (-3%)
Value$1.2M (-$88.0K)
Filed 2026-10-30
Saxony Capital Management, LLC
INCREASED
Shares3,553 from 3,133
Change+420 (+13%)
Value$1.2M (+$102.7K)
Filed 2026-10-15
Dynamic Wealth Strategies, LLC
INCREASED
Shares3,550 from 3,459
Change+91 (+3%)
Value$1.2M (-$14.7K)
Filed 2026-10-16
True Wealth Design, LLC
DECREASED
Shares3,544 from 3,665
Change-121 (-3%)
Value$1.2M (-$90.3K)
Filed 2026-10-13
Manske Wealth Management
INCREASED
Shares3,538 from 3,169
Change+369 (+12%)
Value$1.2M (+$84.8K)
Filed 2026-10-26
MMA Asset Management LLC
DECREASED
Shares3,534 from 3,939
Change-405 (-10%)
Value$1.2M (-$191.7K)
Filed 2026-11-02
Builder Investment Group Inc
UNCHANGED
Shares3,533 from 3,533
Change0 (0%)
Value$1.2M (-$47.0K)
Filed 2026-10-22
Align Financial, LLC
INCREASED
Shares3,525 from 3,405
Change+120 (+4%)
Value$1.2M (-$4.0K)
Filed 2026-10-16
Steinberganna Wealth Management
DECREASED
Shares3,522 from 7,758
Change-4,236 (-55%)
Value$1.2M (-$1.6M)
Filed 2026-10-23
Members Wealth LLC
INCREASED
Shares3,521 from 3,322
Change+199 (+6%)
Value$1.2M (+$47.2K)
Filed 2026-10-20
Covestor Ltd
DECREASED
Shares3,508 from 3,615
Change-107 (-3%)
Value$1.2M (-$86.0K)
Filed 2026-10-30
Sage Private Wealth Group, LLC
INCREASED
Shares3,502 from 3,442
Change+60 (+2%)
Value$1.2M (-$25.1K)
Filed 2026-10-21
CDM Financial Counseling Services, Inc.
INCREASED
Shares3,500 from 3,402
Change+98 (+3%)
Value$1.2M (-$11.5K)
Filed 2026-10-15
Northwest Wealth Management, LLC
DECREASED
Shares3,495 from 3,633
Change-138 (-4%)
Value$1.2M (-$95.7K)
Filed 2026-10-30
Wealth Management Partners, LLC
DECREASED
Shares3,489 from 4,089
Change-600 (-15%)
Value$1.2M (-$260.8K)
Filed 2026-10-21
Verus Financial Partners, Inc.
INCREASED
Shares3,485 from 3,381
Change+104 (+3%)
Value$1.2M (-$9.1K)
Filed 2026-10-29
Quantify Chaos Advisors, LLC
INCREASED
Shares3,483 from 1,460
Change+2,023 (+139%)
Value$1.2M (+$676.7K)
Filed 2026-11-04
Objective Capital Management, LLC
DECREASED
Shares3,479 from 3,582
Change-103 (-3%)
Value$1.2M (-$83.0K)
Filed 2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED
Shares3,477 from 3,069
Change+408 (+13%)
Value$1.2M (+$99.6K)
Filed 2026-10-16
ERn Financial, LLC
INCREASED
Shares3,473 from 3,194
Change+279 (+9%)
Value$1.2M (+$53.5K)
Filed 2026-10-28
Puff Wealth Management, LLC
DECREASED
Shares3,468 from 3,796
Change-328 (-9%)
Value$1.2M (-$163.5K)
Filed 2026-10-07
Kozak & Associates, Inc.
INCREASED
Shares3,468 from 3,466
Change+2 (+0%)
Value$1.1M (-$125.3K)
Filed 2026-10-29
O'Brien Greene & Co. Inc
DECREASED
Shares3,459 from 3,470
Change-11 (0%)
Value$1.2M (-$49.9K)
Filed 2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares3,459 from 3,458
Change+1 (+0%)
Value$1.2M (-$45.6K)
Filed 2026-10-15
Allied Investment Advisors, LLC
DECREASED
Shares3,448 from 3,721
Change-273 (-7%)
Value$1.2M (-$143.4K)
Filed 2026-10-13
Advisortrust Partners, LLC
DECREASED
Shares3,448 from 3,585
Change-137 (-4%)
Value$1.2M (-$94.9K)
Filed 2026-11-02
Serenity Investment Advisors
INCREASED
Shares3,442 from 3,366
Change+76 (+2%)
Value$1.2M (+$37.4K)
Filed 2026-10-30
Carnegie Lake Advisors LLC
DECREASED
Shares3,440 from 12,485
Change-9,045 (-72%)
Value$4.3M (-$165.9K)
Filed 2026-11-03
Lee Financial Co
INCREASED
Shares3,436 from 3,379
Change+57 (+2%)
Value$1.2M (-$25.3K)
Filed 2026-10-16
Bestgate Wealth Advisors, LLC
INCREASED
Shares3,435 from 2,735
Change+700 (+26%)
Value$1.2M (+$204.5K)
Filed 2026-10-13
Boyd Wealth Management, LLC
INCREASED
Shares3,425 from 1,824
Change+1,601 (+88%)
Value$1.2M (+$526.7K)
Filed 2026-10-20
Lpwm LLC
UNCHANGED
Shares3,422 from 3,422
Change0 (0%)
Value$1.2M (-$45.3K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
UNCHANGED
Shares3,419 from 3,419
Change0 (0%)
Value$1.2M (-$45.4K)
Filed 2026-10-26
Broadway Wealth Solutions, Inc.
INCREASED
Shares3,418 from 3,294
Change+124 (+4%)
Value$1.2M (-$1.1K)
Filed 2026-10-21
Braun-Bostich & Associates Inc.
DECREASED
Shares3,418 from 3,472
Change-54 (-2%)
Value$1.2M (-$64.7K)
Filed 2026-10-20
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares3,407 from 3,374
Change+33 (+1%)
Value$1.2M (-$33.5K)
Filed 2026-10-28
Rinkey Investments
INCREASED
Shares3,394 from 3,382
Change+12 (+0%)
Value$1.2M (-$40.9K)
Filed 2026-10-28
Financial Planning Navigators Corp
INCREASED
Shares3,390 from 3,270
Change+120 (+4%)
Value$1.2M (-$2.2K)
Filed 2026-10-14
Burford Brothers, Inc.
INCREASED
Shares3,373 from 3,368
Change+5 (+0%)
Value$1.2M (-$43.3K)
Filed 2026-10-21
Chapman Investment Management, LLC
NEW
Shares3,364
Change+3,364
Value$1.2M
Filed 2026-11-03
Groesbeck Investment Management Corp
DECREASED
Shares3,355 from 3,445
Change-90 (-3%)
Value$1.2M (-$77.0K)
Filed 2026-10-26
Horizon Wealth Management, LLC
UNCHANGED
Shares3,349 from 3,349
Change0 (0%)
Value$1.2M (-$44.4K)
Filed 2026-11-02
Matthew Goff Investment Advisor, LLC
INCREASED
Shares3,338 from 3,329
Change+9 (+0%)
Value$1.1M (-$41.1K)
Filed 2026-10-13
Trinity Financial Advisors LLC
DECREASED
Shares3,337 from 3,472
Change-135 (-4%)
Value$1.1M (-$92.6K)
Filed 2026-10-09
Cambridge Financial Group, LLC
UNCHANGED
Shares3,324 from 3,324
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-06
Oasis Advisors, LLC
NEW
Shares3,315
Change+3,315
Value$1.1M
Filed 2026-10-16
Cordoba Advisory Partners LLC
DECREASED
Shares3,310 from 3,542
Change-232 (-7%)
Value$1.1M (-$126.8K)
Filed 2026-10-19
Capital Advantage, Inc.
INCREASED
Shares3,302 from 3,094
Change+208 (+7%)
Value$1.1M (+$30.4K)
Filed 2026-10-14
Dara Capital US, Inc.
DECREASED
Shares3,300 from 26,543
Change-23,243 (-88%)
Value$1.1M (-$8.4M)
Filed 2026-10-29
Pembroke Management, LTD
INCREASED
Shares3,300 from 3,161
Change+139 (+4%)
Value$1.1M (+$5.8K)
Filed 2026-10-21
Grant Street Asset Management, Inc.
INCREASED
Shares3,300 from 3,270
Change+30 (+1%)
Value$1.1M (-$33.1K)
Filed 2026-10-26
Stillwater Wealth Management Group
DECREASED
Shares3,296 from 3,319
Change-23 (-1%)
Value$1.1M (-$52.0K)
Filed 2026-10-21
Shakespeare Wealth Management, LLC
DECREASED
Shares3,280 from 3,380
Change-100 (-3%)
Value$1.1M (-$79.2K)
Filed 2026-10-28
LifeGoal Investments, LLC
DECREASED
Shares3,262 from 3,281
Change-19 (-1%)
Value$1.1M (-$50.1K)
Filed 2026-10-09
Balentine LLC
DECREASED
Shares3,261 from 9,026
Change-5,765 (-64%)
Value$1.1M (-$2.1M)
Filed 2026-11-03
Lake Hills Wealth Management, LLC
INCREASED
Shares3,260 from 3,078
Change+182 (+6%)
Value$1.1M (+$21.7K)
Filed 2026-10-07
Summit Securities Group LLC
INCREASED
Shares3,254 from 300
Change+2,954 (+985%)
Value$1.1M (+$1.0M)
Filed 2026-11-05
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares3,253 from 3,152
Change+101 (+3%)
Value$1.1M (-$7.0K)
Filed 2026-10-26
Fidato Wealth LLC
NEW
Shares3,240
Change+3,240
Value$1.1M
Filed 2026-10-13
Persium Advisors, LLC
INCREASED
Shares3,239 from 3,064
Change+175 (+6%)
Value$1.1M (+$19.5K)
Filed 2026-10-07
Philip James Wealth Mangement, LLC
INCREASED
Shares3,229 from 3,190
Change+39 (+1%)
Value$1.1M (-$29.2K)
Filed 2026-10-27
Valtinson Bruner Financial Planning LLC
DECREASED
Shares3,223 from 3,349
Change-126 (-4%)
Value$1.1M (-$88.1K)
Filed 2026-11-02
Flagship Private Wealth, LLC
DECREASED
Shares3,218 from 3,273
Change-55 (-2%)
Value$1.1M (-$62.4K)
Filed 2026-11-05
Washington Growth Strategies LLC
UNCHANGED
Shares3,208 from 3,208
Change0 (0%)
Value$1.1M (-$42.6K)
Filed 2026-10-19
James T. Borello RIA
INCREASED
Shares3,190 from 3,157
Change+33 (+1%)
Value$1.1M (-$30.8K)
Filed 2026-10-16
Walker Asset Management, LLC
INCREASED
Shares3,187 from 3,070
Change+117 (+4%)
Value$1.1M (-$757)
Filed 2026-10-13
Chris Bulman Inc
INCREASED
Shares3,182 from 3,134
Change+48 (+2%)
Value$1.1M (-$25.1K)
Filed 2026-10-20
Dakota Community Bank & Trust NA
INCREASED
Shares3,168 from 2,478
Change+690 (+28%)
Value$1.1M (+$204.5K)
Filed 2026-10-09
RFG Holdings, Inc.
DECREASED
Shares3,166 from 3,324
Change-158 (-5%)
Value$1.1M (-$98.8K)
Filed 2026-10-30
Dodds Wealth, LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$1.1M (-$41.9K)
Filed 2026-11-02
Factor Wealth Management LTD
DECREASED
Shares3,145 from 3,436
Change-291 (-8%)
Value$1.1M (-$145.6K)
Filed 2026-10-08
Accelerate Investment Advisors LLC
INCREASED
Shares3,137 from 3,061
Change+76 (+2%)
Value$1.1M (-$14.5K)
Filed 2026-11-02
Winnacle Wealth LLC
DECREASED
Shares3,129 from 3,282
Change-153 (-5%)
Value$1.1M (-$96.6K)
Filed 2026-10-15
Ellerson Group Inc
UNCHANGED
Shares3,126 from 3,126
Change0 (0%)
Value$875.4K (-$241.8K)
Filed 2026-11-04
Omega Financial Group, LLC
INCREASED
Shares3,120 from 2,983
Change+137 (+5%)
Value$1.1M (+$7.3K)
Filed 2026-10-29
Opus Financial Solutions LLC
DECREASED
Shares3,119 from 3,189
Change-70 (-2%)
Value$1.1M (-$66.4K)
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
INCREASED
Shares3,116 from 3,115
Change+1 (+0%)
Value$1.1M (-$40.9K)
Filed 2026-10-27
Sylvest Advisors, LLC
INCREASED
Shares3,105 from 3,104
Change+1 (+0%)
Value$1.1M (-$41.0K)
Filed 2026-10-26
25 LLC
DECREASED
Shares3,099 from 3,207
Change-108 (-3%)
Value$1.1M (-$79.7K)
Filed 2026-10-13
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,094 from 2,822
Change+272 (+10%)
Value$1.1M (+$56.3K)
Filed 2026-10-20
Cap Partners, LLC
INCREASED
Shares3,093 from 2,873
Change+220 (+8%)
Value$1.1M (+$37.6K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
DECREASED
Shares3,085 from 3,138
Change-53 (-2%)
Value$1.1M (-$59.9K)
Filed 2026-10-15
OFS Enterprise LLC
INCREASED
Shares3,082 from 3,003
Change+79 (+3%)
Value$1.1M (-$13.0K)
Filed 2026-10-16
Birch Financial Group, LLC
INCREASED
Shares3,075 from 2,991
Change+84 (+3%)
Value$1.1M (-$10.8K)
Filed 2026-10-27
New Capital Management LP
DECREASED
Shares3,073 from 3,108
Change-35 (-1%)
Value$1.1M (-$53.3K)
Filed 2026-10-29
LightSquare Wealth Management, LLC
INCREASED
Shares3,063 from 2,933
Change+130 (+4%)
Value$1.1M (+$5.8K)
Filed 2026-11-03
KFG Wealth Management, LLC
DECREASED
Shares3,055 from 3,167
Change-112 (-4%)
Value$1.1M (-$80.9K)
Filed 2026-10-16
Presilium Private Wealth, LLC
INCREASED
Shares3,053 from 2,765
Change+288 (+10%)
Value$1.1M (+$62.3K)
Filed 2026-10-26
Droms Strauss Advisors Inc
DECREASED
Shares3,052 from 3,070
Change-18 (-1%)
Value$1.1M (-$46.9K)
Filed 2026-11-03
G&S Capital LLC
INCREASED
Shares3,046 from 2,721
Change+325 (+12%)
Value$1.0M (+$75.4K)
Filed 2026-10-23
Momentous Wealth Management, Inc.
INCREASED
Shares3,046 from 2,811
Change+235 (+8%)
Value$1.0M (+$43.5K)
Filed 2026-10-21
Sterling Group Wealth Management, LLC
DECREASED
Shares3,045 from 4,040
Change-995 (-25%)
Value$1.0M (-$396.1K)
Filed 2026-11-03
ACT Advisors, Llc.
INCREASED
Shares3,041 from 2,377
Change+664 (+28%)
Value$1.0M (+$196.9K)
Filed 2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares3,041 from 3,043
Change-2 (0%)
Value$1.0M (-$41.3K)
Filed 2026-10-28
Baker Boyer National Bank
DECREASED
Shares3,036 from 3,093
Change-57 (-2%)
Value$1.0M (-$60.7K)
Filed 2026-11-05
CMG Global Holdings, LLC
INCREASED
Shares3,029 from 3,024
Change+5 (+0%)
Value$1.0M (-$38.4K)
Filed 2026-10-14
DLK Investment Management, LLC
DECREASED
Shares3,028 from 3,839
Change-811 (-21%)
Value$1.0M (+$342.6K)
Filed 2026-10-09
Uncommon Cents Investing Inc
DECREASED
Shares3,025 from 3,027
Change-2 (0%)
Value$1.0M (-$40.9K)
Filed 2026-10-20
Omnitrust Wealth Management, Inc
NEW
Shares3,023
Change+3,023
Value$1.0M
Filed 2026-11-02
Wilkerson Advisory Group LLC
INCREASED
Shares3,017 from 2,813
Change+204 (+7%)
Value$1.0M (+$32.5K)
Filed 2026-10-20
Tarbox Family Office, Inc.
DECREASED
Shares3,013 from 3,014
Change-1 (0%)
Value$1.0M (-$40.4K)
Filed 2026-10-23
Trail Ridge Investment Advisors, LLC
INCREASED
Shares3,005 from 2,750
Change+255 (+9%)
Value$1.0M (+$51.2K)
Filed 2026-10-16
Baypointe Partners LLC
NEW
Shares3,000
Change+3,000
Value$1.0M
Filed 2026-10-22
Cincinnati Financial Corp
NEW
Shares3,000
Change+3,000
Value$1.0M
Filed 2026-11-03
Cincinnati Insurance Co
NEW
Shares3,000
Change+3,000
Value$1.0M
Filed 2026-11-03
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.0M (-$39.9K)
Filed 2026-11-06
Towerpoint Wealth, LLC
DECREASED
Shares2,999 from 3,408
Change-409 (-12%)
Value$1.0M (-$186.2K)
Filed 2026-10-13
Davis Investment Partners, LLC
INCREASED
Shares2,994 from 2,838
Change+156 (+6%)
Value$1.0M (+$16.0K)
Filed 2026-11-05
Global Wealth Strategies & Associates
INCREASED
Shares2,976 from 2,375
Change+601 (+25%)
Value$1.0M (+$175.4K)
Filed 2026-10-02
Insight Wealth Partners, LLC
DECREASED
Shares2,975 from 3,434
Change-459 (-13%)
Value$1.0M (-$203.6K)
Filed 2026-10-26
Cathy Pareto & Associates, Inc
INCREASED
Shares2,968 from 2,877
Change+91 (+3%)
Value$1.0M (-$6.9K)
Filed 2026-10-15
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares2,968 from 2,968
Change0 (0%)
Value$1.0M (-$39.4K)
Filed 2026-10-29
AdviceOne Advisory Services, LLC
INCREASED
Shares2,963 from 2,620
Change+343 (+13%)
Value$1.0M (+$83.0K)
Filed 2026-10-19
Altiora Financial Group, LLC
INCREASED
Shares2,960 from 2,959
Change+1 (+0%)
Value$1.0M (-$39.0K)
Filed 2026-11-04
Single Point Partners, LLC
DECREASED
Shares2,958 from 3,309
Change-351 (-11%)
Value$1.0M (-$164.7K)
Filed 2026-10-19
Mayfair Advisory Group, LLC
DECREASED
Shares2,952 from 2,964
Change-12 (0%)
Value$1.0M (+$67.8K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
INCREASED
Shares2,948 from 2,472
Change+476 (+19%)
Value$1.0M (+$131.0K)
Filed 2026-10-23
TPG Advisors LLC
DECREASED
Shares2,945 from 3,229
Change-284 (-9%)
Value$1.0M (-$140.6K)
Filed 2026-10-16
Marathon Mission, Inc.
INCREASED
Shares2,933 from 2,915
Change+18 (+1%)
Value$1.0M (-$32.5K)
Filed 2026-10-01
MFA Wealth Services
INCREASED
Shares2,931 from 2,849
Change+82 (+3%)
Value$1.0M (-$9.5K)
Filed 2026-10-14
Entrewealth, LLC
DECREASED
Shares2,931 from 2,985
Change-54 (-2%)
Value$1.0M (-$59.3K)
Filed 2026-10-14
MTM Investment Management, LLC
INCREASED
Shares2,921 from 2,891
Change+30 (+1%)
Value$1.0M (-$28.3K)
Filed 2026-10-30
Bdfs Capital LLC
INCREASED
Shares2,909 from 2,851
Change+58 (+2%)
Value$1.0M (-$18.0K)
Filed 2026-10-14
Lexington Hill Partners, LLC
INCREASED
Shares2,905 from 2,772
Change+133 (+5%)
Value$999.7K (+$9.1K)
Filed 2026-10-13
Robinson Smith Wealth Advisors LLC
DECREASED
Shares2,900 from 3,534
Change-634 (-18%)
Value$997.8K (-$265.1K)
Filed 2026-10-22
Conestoga Capital Advisors, LLC
DECREASED
Shares2,900 from 2,915
Change-15 (-1%)
Value$997.8K (-$43.9K)
Filed 2026-11-02
Biltmore Wealth Management, LLC
INCREASED
Shares2,888 from 2,758
Change+130 (+5%)
Value$993.6K (+$7.9K)
Filed 2026-10-09
J.M. Arbour, LLC
INCREASED
Shares2,885 from 2,091
Change+794 (+38%)
Value$992.7K (+$245.4K)
Filed 2026-11-05
Phoenix Wealth Advisors
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$991.4K (-$38.2K)
Filed 2026-11-03
Gouws Capital LLC
UNCHANGED
Shares2,880 from 2,880
Change0 (0%)
Value$991.0K (-$38.3K)
Filed 2026-10-09
Forthright Family Wealth Advisory LLC
UNCHANGED
Shares2,871 from 2,871
Change0 (0%)
Value$987.9K (-$38.2K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares2,870 from 2,891
Change-21 (-1%)
Value$987.5K (-$45.8K)
Filed 2026-11-04
HMV Wealth Advisors, LLC
INCREASED
Shares2,859 from 2,805
Change+54 (+2%)
Value$983.7K (-$18.7K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares2,851 from 2,655
Change+196 (+7%)
Value$981.0K (+$32.2K)
Filed 2026-10-28
Alterna Wealth Management, Inc
INCREASED
Shares2,851 from 2,822
Change+29 (+1%)
Value$981.1K (-$27.5K)
Filed 2026-10-27
Birch Capital Management, LLC
DECREASED
Shares2,845 from 3,010
Change-165 (-5%)
Value$978.9K (-$96.8K)
Filed 2026-10-27
Master's Wealth Management Inc.
INCREASED
Shares2,842 from 2,277
Change+565 (+25%)
Value$977.8K (+$164.3K)
Filed 2026-10-22
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares2,840 from 2,840
Change0 (0%)
Value$977.2K (-$37.7K)
Filed 2026-10-27
Horizon Financial Services, LLC
INCREASED
Shares2,836 from 1,087
Change+1,749 (+161%)
Value$975.8K (+$587.4K)
Filed 2026-11-04
Daviman Financial, LLC
INCREASED
Shares2,833 from 2,742
Change+91 (+3%)
Value$974.8K (-$5.2K)
Filed 2026-11-06
Haven Private, LLC
INCREASED
Shares2,831 from 2,810
Change+21 (+1%)
Value$974.2K (-$30.1K)
Filed 2026-10-27
TrustBank
INCREASED
Shares2,830 from 2,815
Change+15 (+1%)
Value$973.7K (-$32.3K)
Filed 2026-10-20
Core Wealth Management, Inc.
DECREASED
Shares2,827 from 3,590
Change-763 (-21%)
Value$972.7K (-$310.2K)
Filed 2026-10-22
Prota Financial, LLC
INCREASED
Shares2,825 from 2,796
Change+29 (+1%)
Value$955.6K (-$54.4K)
Filed 2026-10-08
Antonelli Financial Advisors, LLC
UNCHANGED
Shares2,825 from 2,825
Change0 (0%)
Value$972.0K (-$38.0K)
Filed 2026-10-13
Providence First Trust Co
DECREASED
Shares2,822 from 3,093
Change-271 (-9%)
Value$971.0K (-$134.4K)
Filed 2026-11-02
Asio Capital, LLC
INCREASED
Shares2,819 from 2,580
Change+239 (+9%)
Value$970.0K (+$47.9K)
Filed 2026-10-19
4Wealth Advisors, Inc.
DECREASED
Shares2,813 from 2,819
Change-6 (0%)
Value$959.1K (-$37.9K)
Filed 2026-10-13
Sterling Wealth Management, Inc.
DECREASED
Shares2,812 from 2,813
Change-1 (0%)
Value$967.6K (-$37.7K)
Filed 2026-10-23
First Financial Group Corp
DECREASED
Shares2,807 from 2,814
Change-7 (0%)
Value$966.1K (-$39.7K)
Filed 2026-10-22
Macroview Investment Management LLC
INCREASED
Shares2,803 from 2,758
Change+45 (+2%)
Value$964.6K (-$21.2K)
Filed 2026-10-26
Layline Advisors, LLC
INCREASED
Shares2,795 from 2,267
Change+528 (+23%)
Value$961.8K (+$151.4K)
Filed 2026-11-02
Pacifica Partners Inc.
UNCHANGED
Shares2,783 from 2,783
Change0 (0%)
Value$941.4K (-$59.8K)
Filed 2026-10-09
Advus Financial Partners, LLC
INCREASED
Shares2,779 from 2,261
Change+518 (+23%)
Value$956.1K (+$148.1K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
INCREASED
Shares2,755 from 2,722
Change+33 (+1%)
Value$947.9K (-$25.0K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares2,742 from 2,754
Change-12 (0%)
Value$943.6K (-$40.5K)
Filed 2026-10-29
Balance Wealth Partners LLC
INCREASED
Shares2,738 from 2,687
Change+51 (+2%)
Value$942.1K (-$17.9K)
Filed 2026-10-27
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares2,729 from 2,288
Change+441 (+19%)
Value$938.9K (+$121.2K)
Filed 2026-10-16
Meixler Investment Management, Ltd.
DECREASED
Shares2,728 from 2,791
Change-63 (-2%)
Value$938.7K (-$58.8K)
Filed 2026-11-03
Centerpoint Advisory Group
INCREASED
Shares2,721 from 2,563
Change+158 (+6%)
Value$936.2K (+$20.3K)
Filed 2026-10-23
Armbruster Capital Management, Inc.
DECREASED
Shares2,717 from 2,866
Change-149 (-5%)
Value$934.7K (-$89.6K)
Filed 2026-10-19
Equita Financial Network, Inc.
INCREASED
Shares2,713 from 1,973
Change+740 (+38%)
Value$933.4K (+$228.1K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares2,712 from 2,685
Change+27 (+1%)
Value$933.2K (-$26.1K)
Filed 2026-10-14
Sonata Capital Group Inc
UNCHANGED
Shares2,710 from 2,710
Change0 (0%)
Value$932.5K (-$36.0K)
Filed 2026-10-19
Integrity Wealth Partners, LLC
NEW
Shares2,708
Change+2,708
Value$931.7K
Filed 2026-10-14
Tanglewood Wealth Management, Inc.
INCREASED
Shares2,699 from 2,607
Change+92 (+4%)
Value$928.7K (-$3.0K)
Filed 2026-10-23
Level Financial Advisors
INCREASED
Shares2,699 from 2,627
Change+72 (+3%)
Value$928.5K (-$10.3K)
Filed 2026-10-13
Allegiance Financial Group Advisory Services LLC
NEW
Shares2,695
Change+2,695
Value$927.4K
Filed 2026-11-02
Livet Wealth, LLC
INCREASED
Shares2,694 from 1,810
Change+884 (+49%)
Value$927.0K (+$280.1K)
Filed 2026-10-27
Matrix Trust Co
INCREASED
Shares2,685 from 2,264
Change+421 (+19%)
Value$924.0K (+$115.0K)
Filed 2026-10-07
Legacy Bridge, LLC
INCREASED
Shares2,682 from 2,652
Change+30 (+1%)
Value$922.8K (-$24.9K)
Filed 2026-10-28
Holcombe Financial, Inc.
DECREASED
Shares2,675 from 2,815
Change-140 (-5%)
Value$920.4K (-$85.6K)
Filed 2026-10-16
Dynamic Financial Group
INCREASED
Shares2,667 from 2,664
Change+3 (+0%)
Value$917.7K (-$34.4K)
Filed 2026-10-28
Midwest Professional Planners, Ltd.
INCREASED
Shares2,659 from 2,447
Change+212 (+9%)
Value$914.9K (+$40.4K)
Filed 2026-10-29
Peak Financial Management, Inc.
INCREASED
Shares2,657 from 2,531
Change+126 (+5%)
Value$914.2K (+$9.4K)
Filed 2026-10-16
Raub Brock Capital Management LP
DECREASED
Shares2,652 from 4,332
Change-1,680 (-39%)
Value$912.5K (-$635.5K)
Filed 2026-10-21
Kaufman Rossin Wealth, LLC
INCREASED
Shares2,648 from 1,999
Change+649 (+32%)
Value$911.0K (+$193.7K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
INCREASED
Shares2,641 from 2,151
Change+490 (+23%)
Value$908.7K (+$140.0K)
Filed 2026-10-14
Wealth Management Nebraska
INCREASED
Shares2,636 from 2,501
Change+135 (+5%)
Value$907.0K (+$13.2K)
Filed 2026-10-26
Kachkovsky & Fisher, Inc.
DECREASED
Shares2,636 from 2,668
Change-32 (-1%)
Value$907.1K (-$46.2K)
Filed 2026-10-21
Murphy Pohlad Asset Management LLC
INCREASED
Shares2,633 from 2,383
Change+250 (+10%)
Value$906.0K (+$54.4K)
Filed 2026-10-22
Kwmg, LLC
INCREASED
Shares2,630 from 2,611
Change+19 (+1%)
Value$904.9K (-$28.3K)
Filed 2026-10-07
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares2,629 from 2,642
Change-13 (0%)
Value$904.6K (-$39.6K)
Filed 2026-10-22
Michael Brady & Co., LLC
UNCHANGED
Shares2,628 from 2,628
Change0 (0%)
Value$904.2K (-$34.9K)
Filed 2026-10-23
R. W. Roge & Company, Inc.
INCREASED
Shares2,615 from 2,614
Change+1 (+0%)
Value$900.0K (-$34.0K)
Filed 2026-11-04
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares2,605 from 2,981
Change-376 (-13%)
Value$896.4K (-$168.9K)
Filed 2026-10-08
Thompson Davis & Co., Inc.
INCREASED
Shares2,605 from 2,554
Change+51 (+2%)
Value$896.3K (-$16.9K)
Filed 2026-11-05
Greystone Financial Group, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$894.5K (-$34.6K)
Filed 2026-10-26
Finivi Inc.
DECREASED
Shares2,599 from 2,626
Change-27 (-1%)
Value$894.1K (-$44.5K)
Filed 2026-10-13
Wolff Financial Management LLC
DECREASED
Shares2,598 from 2,637
Change-39 (-1%)
Value$894.1K (-$48.4K)
Filed 2026-10-23
Cooper Capital Advisors LLC
INCREASED
Shares2,598 from 2,596
Change+2 (+0%)
Value$893.8K (-$34.1K)
Filed 2026-10-29
Aquire Wealth Advisors, LLC
INCREASED
Shares2,597 from 2,591
Change+6 (+0%)
Value$893.7K (-$32.4K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares2,595 from 2,315
Change+280 (+12%)
Value$900.5K (+$73.1K)
Filed 2026-11-02
Burkett Asset Management Ltd
DECREASED
Shares2,585 from 2,665
Change-80 (-3%)
Value$889.4K (-$62.9K)
Filed 2026-10-13
Financial Harvest, LLC
INCREASED
Shares2,581 from 2,480
Change+101 (+4%)
Value$888.1K (+$1.8K)
Filed 2026-10-15
Enzi Wealth
INCREASED
Shares2,580 from 2,576
Change+4 (+0%)
Value$912.8K (-$13.3K)
Filed 2026-10-14
Kennicott Capital Management LLC
UNCHANGED
Shares2,580 from 2,580
Change0 (0%)
Value$887.7K (-$34.3K)
Filed 2026-10-16
Encompass Wealth Advisors, LLC
INCREASED
Shares2,576 from 1,084
Change+1,492 (+138%)
Value$886.4K (+$499.0K)
Filed 2026-10-15
Gleason Group, Inc.
INCREASED
Shares2,574 from 2,573
Change+1 (+0%)
Value$885.7K (-$33.8K)
Filed 2026-10-15
Capstone Wealth Management, LLC
DECREASED
Shares2,572 from 2,861
Change-289 (-10%)
Value$885.1K (-$137.4K)
Filed 2026-11-02
Leslie Global Wealth, LLC
DECREASED
Shares2,572 from 2,603
Change-31 (-1%)
Value$885.0K (-$45.3K)
Filed 2026-10-26
WealthCare Asset Management, LLC
DECREASED
Shares2,571 from 4,364
Change-1,793 (-41%)
Value$884.7K (-$674.9K)
Filed 2026-10-26
Oregon Pacific Wealth Management, LLC
DECREASED
Shares2,570 from 2,605
Change-35 (-1%)
Value$884.3K (-$46.7K)
Filed 2026-10-20
Flywheel Private Wealth LLC
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$884.3K (-$34.2K)
Filed 2026-11-02
Hartmann Taylor Wealth Management, LLC
UNCHANGED
Shares2,569 from 2,569
Change0 (0%)
Value$883.9K (+$145.2K)
Filed 2026-10-14
Gagnon Securities LLC
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$879.5K (-$34.0K)
Filed 2026-11-05
15 Wealth Advisors LLC
NEW
Shares2,549
Change+2,549
Value$877.1K
Filed 2026-10-14
Redw Wealth LLC
DECREASED
Shares2,541 from 2,563
Change-22 (-1%)
Value$874.3K (-$41.6K)
Filed 2026-11-02
Mitchell Capital Management Co
UNCHANGED
Shares2,541 from 2,541
Change0 (0%)
Value$874.4K (-$33.8K)
Filed 2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$874.0K (-$33.8K)
Filed 2026-10-30
Manchester Financial Inc
DECREASED
Shares2,539 from 2,750
Change-211 (-8%)
Value$873.7K (-$109.1K)
Filed 2026-10-15
Capital Squared Financial LLC
DECREASED
Shares2,533 from 2,584
Change-51 (-2%)
Value$871.7K (-$51.9K)
Filed 2026-10-30
BOS Asset Management, LLC
INCREASED
Shares2,533 from 2,508
Change+25 (+1%)
Value$871.6K (-$24.7K)
Filed 2026-10-09
Sard Wealth Management Group, LLC
DECREASED
Shares2,526 from 2,645
Change-119 (-4%)
Value$869.3K (-$76.1K)
Filed 2026-10-16
BankPlus Wealth Management LLC
DECREASED
Shares2,523 from 2,563
Change-40 (-2%)
Value$868.3K (-$47.9K)
Filed 2026-10-13
Cogent Strategic Wealth LLC
DECREASED
Shares2,520 from 2,569
Change-49 (-2%)
Value$867.1K (-$51.0K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
INCREASED
Shares2,516 from 2,496
Change+20 (+1%)
Value$865.7K (-$35.8K)
Filed 2026-11-02
Targeted Financial Services LLC
UNCHANGED
Shares2,516 from 2,516
Change0 (0%)
Value$865.7K (-$33.4K)
Filed 2026-10-19
First Citizens Financial Corp
DECREASED
Shares2,515 from 2,516
Change-1 (0%)
Value$865.4K (-$33.8K)
Filed 2026-10-02
Sterling Financial Planning, Inc.
DECREASED
Shares2,503 from 2,588
Change-85 (-3%)
Value$861.2K (-$63.6K)
Filed 2026-10-28
5th Street Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$860.2K (-$33.2K)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
DECREASED
Shares2,497 from 3,142
Change-645 (-21%)
Value$859.2K (-$263.7K)
Filed 2026-10-15
Darrow Company, Inc.
UNCHANGED
Shares2,497 from 2,497
Change0 (0%)
Value$859.2K (-$33.2K)
Filed 2026-10-22
LVZ, Inc.
INCREASED
Shares2,491 from 2,449
Change+42 (+2%)
Value$857.2K (-$18.1K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
DECREASED
Shares2,485 from 2,607
Change-122 (-5%)
Value$855.0K (-$76.6K)
Filed 2026-10-05
Fusion Family Wealth, LLC
INCREASED
Shares2,483 from 2,443
Change+40 (+2%)
Value$854.4K (-$18.7K)
Filed 2026-11-02
Asempa Wealth Advisors
INCREASED
Shares2,472 from 2,445
Change+27 (+1%)
Value$836.2K (-$37.5K)
Filed 2026-10-07
Fortress Financial Solutions, LLC
NEW
Shares2,471
Change+2,471
Value$850.3K
Filed 2026-10-14
Mlp3, LLC
INCREASED
Shares2,463 from 1,528
Change+935 (+61%)
Value$847.3K (+$301.1K)
Filed 2026-10-22
ASL Financial, LLC
UNCHANGED
Shares2,449 from 2,449
Change0 (0%)
Value$842.7K (-$32.5K)
Filed 2026-10-15
St. Louis Trust Co
UNCHANGED
Shares2,444 from 2,444
Change0 (0%)
Value$840.9K (-$431.3K)
Filed 2026-11-03
NavPoint Financial, Inc.
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$839.2K (-$32.4K)
Filed 2026-10-21
SRH Advisors, LLC
DECREASED
Shares2,433 from 2,463
Change-30 (-1%)
Value$837.2K (-$43.0K)
Filed 2026-10-22
apricus wealth, LLC
DECREASED
Shares2,427 from 2,479
Change-52 (-2%)
Value$835.1K (-$50.8K)
Filed 2026-10-26
Boyum Wealth Architects LLC
INCREASED
Shares2,427 from 2,408
Change+19 (+1%)
Value$833.8K (-$15.2K)
Filed 2026-10-06
Montgomery Financial Services LLC
UNCHANGED
Shares2,427 from 2,427
Change0 (0%)
Value$835.1K (-$32.3K)
Filed 2026-11-03
Define Financial, LLC
INCREASED
Shares2,423 from 1,832
Change+591 (+32%)
Value$833.7K (+$178.8K)
Filed 2026-10-14
Granville Capital, Inc.
INCREASED
Shares2,419 from 1,994
Change+425 (+21%)
Value$832.2K (+$119.4K)
Filed 2026-11-05
Davis Capital Management
DECREASED
Shares2,417 from 2,642
Change-225 (-9%)
Value$831.6K (-$112.5K)
Filed 2026-10-08
Willis Johnson Wealth, Inc.
DECREASED
Shares2,415 from 2,546
Change-131 (-5%)
Value$830.9K (-$79.0K)
Filed 2026-11-03
Alamar Capital Management, LLC
DECREASED
Shares2,414 from 2,442
Change-28 (-1%)
Value$830.6K (-$42.0K)
Filed 2026-11-02
Legacy Solutions, LLC
INCREASED
Shares2,410 from 2,376
Change+34 (+1%)
Value$829.1K (-$19.8K)
Filed 2026-10-07
Tenet Wealth Partners, LLC
DECREASED
Shares2,407 from 2,596
Change-189 (-7%)
Value$828.2K (-$19.5K)
Filed 2026-10-19
GGM Financial LLC
INCREASED
Shares2,405 from 2,162
Change+243 (+11%)
Value$827.7K (+$55.0K)
Filed 2026-11-05
Eclectic Associates Inc
INCREASED
Shares2,404 from 2,336
Change+68 (+3%)
Value$827.0K (-$7.9K)
Filed 2026-10-09
Tableaux LLC
DECREASED
Shares2,404 from 2,406
Change-2 (0%)
Value$827.2K (-$32.7K)
Filed 2026-10-23
Gimbal Financial
DECREASED
Shares2,398 from 2,424
Change-26 (-1%)
Value$825.2K (-$41.2K)
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares2,396 from 3,206
Change-810 (-25%)
Value$824.5K (-$321.1K)
Filed 2026-10-30
Financial Solutions Advisory Group, Inc.
INCREASED
Shares2,386 from 2,272
Change+114 (+5%)
Value$812.6K (-$2.7K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
DECREASED
Shares2,382 from 2,413
Change-31 (-1%)
Value$819.6K (-$42.7K)
Filed 2026-11-03
Doliver Advisors, LP
DECREASED
Shares2,379 from 2,428
Change-49 (-2%)
Value$818.6K (-$49.1K)
Filed 2026-10-01
Future Financial Wealth Managment LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$817.2K (+$62.7K)
Filed 2026-10-15
Bridgelight Financial Advisors, Inc.
DECREASED
Shares2,367 from 2,386
Change-19 (-1%)
Value$814.5K (-$38.1K)
Filed 2026-10-20
McClarren Financial Advisors, Inc.
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$812.4K (-$31.4K)
Filed 2026-10-15
Harvey Investment Co LLC
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$812.0K (-$31.0K)
Filed 2026-10-20
tru Independence LLC
INCREASED
Shares2,359 from 2,324
Change+35 (+2%)
Value$811.8K (-$18.7K)
Filed 2026-10-20
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares2,352 from 1,603
Change+749 (+47%)
Value$809.3K (+$236.4K)
Filed 2026-11-06
West Bancorporation Inc
INCREASED
Shares2,352 from 1,912
Change+440 (+23%)
Value$809.3K (+$126.0K)
Filed 2026-10-29
Bare Financial Services, Inc
INCREASED
Shares2,350 from 2,312
Change+38 (+2%)
Value$808.6K (-$17.7K)
Filed 2026-11-04
Shikiar Asset Management Inc
INCREASED
Shares2,344 from 1,544
Change+800 (+52%)
Value$807.0K (+$255.0K)
Filed 2026-10-20
Bauman Advisory Group, LLC
INCREASED
Shares2,341 from 2,252
Change+89 (+4%)
Value$805.5K (+$811)
Filed 2026-10-29
Bright Futures Wealth Management, Llc.
DECREASED
Shares2,341 from 2,374
Change-33 (-1%)
Value$805.5K (-$43.0K)
Filed 2026-10-23
E6 Portfolios, LLC
DECREASED
Shares2,337 from 2,750
Change-413 (-15%)
Value$804.2K (-$178.7K)
Filed 2026-10-26
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares2,337 from 2,269
Change+68 (+3%)
Value$804.0K (-$7.0K)
Filed 2026-10-15
Great Waters Wealth Management
DECREASED
Shares2,337 from 2,352
Change-15 (-1%)
Value$804.0K (-$36.4K)
Filed 2026-10-07
Meritas Wealth Management, LLC
INCREASED
Shares2,332 from 1,800
Change+532 (+30%)
Value$802.5K (+$159.1K)
Filed 2026-10-14
American National Bank of Texas
DECREASED
Shares2,327 from 2,702
Change-375 (-14%)
Value$800.7K (-$164.9K)
Filed 2026-10-07
Portus Wealth Advisors, LLC
DECREASED
Shares2,320 from 2,496
Change-176 (-7%)
Value$798.3K (-$93.7K)
Filed 2026-10-13
Integrated Wealth Management
INCREASED
Shares2,315 from 2,180
Change+135 (+6%)
Value$796.6K (+$17.5K)
Filed 2026-10-19
Denver PWM, LLC
INCREASED
Shares2,314 from 2,313
Change+1 (+0%)
Value$796.0K (-$4.2K)
Filed 2026-10-22
Integris Wealth Management, LLC
DECREASED
Shares2,312 from 2,626
Change-314 (-12%)
Value$795.6K (-$143.0K)
Filed 2026-10-14
Pacific Asset Management, LLC
INCREASED
Shares2,307 from 2,306
Change+1 (+0%)
Value$793.8K (-$30.2K)
Filed 2026-10-15
Prodigy Asset Management LLC
UNCHANGED
Shares2,307 from 2,307
Change0 (0%)
Value$793.9K (-$30.7K)
Filed 2026-10-28
Veratis Advisors, Inc.
INCREASED
Shares2,305 from 1,975
Change+330 (+17%)
Value$793.2K (+$87.4K)
Filed 2026-11-03
RS Crum Inc.
DECREASED
Shares2,301 from 2,466
Change-165 (-7%)
Value$791.6K (-$89.6K)
Filed 2026-10-19
North Forty Two & Co.
DECREASED
Shares2,295 from 2,305
Change-10 (0%)
Value$789.7K (-$34.1K)
Filed 2026-10-19
A&I Financial Services, LLC
UNCHANGED
Shares2,294 from 2,294
Change0 (0%)
Value$789.3K (-$30.5K)
Filed 2026-10-15
Blossom Wealth Management
INCREASED
Shares2,287 from 2,183
Change+104 (+5%)
Value$786.9K (+$6.8K)
Filed 2026-11-03
Tucker Asset Management LLC
DECREASED
Shares2,285 from 2,381
Change-96 (-4%)
Value$786.2K (-$64.8K)
Filed 2026-10-29
Palatine Hill Wealth Management, LLC
INCREASED
Shares2,271 from 2,217
Change+54 (+2%)
Value$781.7K (-$10.5K)
Filed 2026-11-03
LifeSteps Financial, Inc.
DECREASED
Shares2,257 from 2,296
Change-39 (-2%)
Value$776.7K (-$43.8K)
Filed 2026-10-15
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares2,255 from 1,853
Change+402 (+22%)
Value$775.8K (+$113.7K)
Filed 2026-10-22
Old Peak Finance LLC
DECREASED
Shares2,252 from 2,442
Change-190 (-8%)
Value$774.9K (-$97.8K)
Filed 2026-11-02
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares2,251 from 2,251
Change0 (0%)
Value$774.5K (-$29.9K)
Filed 2026-10-14
21 West Wealth Management LLC
DECREASED
Shares2,250 from 2,306
Change-56 (-2%)
Value$774.2K (-$49.9K)
Filed 2026-10-13
Jmac Enterprises LLC
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$773.1K (-$29.9K)
Filed 2026-10-30
Heritage OAK Wealth Advisors LLC
INCREASED
Shares2,245 from 2,157
Change+88 (+4%)
Value$772.4K (+$1.6K)
Filed 2026-10-14
PTM Wealth Management, LLC
DECREASED
Shares2,241 from 2,392
Change-151 (-6%)
Value$779.2K (+$14.5K)
Filed 2026-10-23
Acima Private Wealth, LLC
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$770.7K (-$29.8K)
Filed 2026-10-05
TradeWell Securities, Llc.
DECREASED
Shares2,238 from 2,398
Change-160 (-7%)
Value$770.2K (-$86.9K)
Filed 2026-10-21
Cooke & Bieler LP
DECREASED
Shares2,236 from 2,301
Change-65 (-3%)
Value$769.4K (-$52.9K)
Filed 2026-10-21
Kondo Wealth Advisors, Inc.
DECREASED
Shares2,235 from 2,255
Change-20 (-1%)
Value$769.0K (-$36.9K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
INCREASED
Shares2,213 from 2,079
Change+134 (+6%)
Value$761.4K (+$18.5K)
Filed 2026-10-16
Syntax Research, Inc.
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$760.1K (-$29.1K)
Filed 2026-11-04
Smith Partners Wealth Management, LLC
NEW
Shares2,196
Change+2,196
Value$755.6K
Filed 2026-11-05
Ballew Advisors, Inc
INCREASED
Shares2,189 from 2,185
Change+4 (+0%)
Value$751.8K (-$34.7K)
Filed 2026-10-05
Seven Hills Financial, LLC
NEW
Shares2,186
Change+2,186
Value$752.2K
Filed 2026-10-13
Clear Retirement Advice LLC
INCREASED
Shares2,181 from 1,897
Change+284 (+15%)
Value$750.4K (+$72.5K)
Filed 2026-10-22
Midwest Financial Partners Investments, Inc.
DECREASED
Shares2,175 from 2,317
Change-142 (-6%)
Value$748.4K (-$79.7K)
Filed 2026-10-08
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares2,175 from 2,217
Change-42 (-2%)
Value$748.4K (-$43.9K)
Filed 2026-10-21
Plan Group Financial, LLC
DECREASED
Shares2,174 from 4,160
Change-1,986 (-48%)
Value$739.7K (-$747.0K)
Filed 2026-10-22
PFS Partners, LLC
INCREASED
Shares2,164 from 1,922
Change+242 (+13%)
Value$744.4K (+$57.5K)
Filed 2026-10-21
O'Connor Financial Group LLC
INCREASED
Shares2,160 from 2,140
Change+20 (+1%)
Value$743.2K (-$21.6K)
Filed 2026-10-26
IVC Wealth Advisors LLC
INCREASED
Shares2,156 from 2,143
Change+13 (+1%)
Value$741.8K (-$24.0K)
Filed 2026-10-23
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares2,154 from 2,154
Change0 (0%)
Value$741.1K (-$28.6K)
Filed 2026-11-05
Gibson Capital, LLC
DECREASED
Shares2,149 from 3,991
Change-1,842 (-46%)
Value$739.4K (-$686.8K)
Filed 2026-10-23
Kitching Partners, LLC
UNCHANGED
Shares2,147 from 2,147
Change0 (0%)
Value$738.7K (-$28.5K)
Filed 2026-11-02
High Probability Advisors, LLC
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$738.1K (-$28.5K)
Filed 2026-10-19
SFG Wealth Management, Llc.
DECREASED
Shares2,137 from 2,219
Change-82 (-4%)
Value$735.2K (-$57.7K)
Filed 2026-10-23
Heirloom Wealth Management
INCREASED
Shares2,136 from 2,002
Change+134 (+7%)
Value$734.9K (+$19.4K)
Filed 2026-10-14
First Growth Capital LLC
DECREASED
Shares2,130 from 2,170
Change-40 (-2%)
Value$732.9K (-$42.6K)
Filed 2026-10-15
Investmark Advisory Group LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$732.9K (-$28.3K)
Filed 2026-10-27
Gray Private Wealth, LLC
INCREASED
Shares2,129 from 1,958
Change+171 (+9%)
Value$732.4K (+$32.5K)
Filed 2026-10-28
Riggs Asset Managment Co. Inc.
INCREASED
Shares2,127 from 1,680
Change+447 (+27%)
Value$731.7K (+$131.1K)
Filed 2026-11-05
Ellsworth Advisors, LLC
INCREASED
Shares2,117 from 1,648
Change+469 (+28%)
Value$728.3K (+$117.1K)
Filed 2026-10-15
Jacksonville Wealth Management, LLC
DECREASED
Shares2,115 from 2,177
Change-62 (-3%)
Value$727.7K (-$50.3K)
Filed 2026-10-30
Kelly Financial Services LLC
DECREASED
Shares2,106 from 2,109
Change-3 (0%)
Value$724.6K (-$29.2K)
Filed 2026-10-20
Gainline Financial Partners, LLC
DECREASED
Shares2,101 from 2,347
Change-246 (-10%)
Value$722.9K (-$115.7K)
Filed 2026-10-15
Downshift Financial, LLC
INCREASED
Shares2,097 from 1,732
Change+365 (+21%)
Value$721.6K (+$102.6K)
Filed 2026-10-13
Cowa, LLC
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$721.2K (-$27.9K)
Filed 2026-10-30
MBE Wealth Management, LLC
DECREASED
Shares2,085 from 2,094
Change-9 (0%)
Value$717.5K (-$31.0K)
Filed 2026-10-26
Marquette Asset Management, LLC
DECREASED
Shares2,076 from 2,081
Change-5 (0%)
Value$714.3K (-$29.4K)
Filed 2026-10-09
AMI Investment Management Inc
INCREASED
Shares2,073 from 958
Change+1,115 (+116%)
Value$713.3K (+$370.9K)
Filed 2026-10-27
RIA Advisory Group LLC
DECREASED
Shares2,071 from 3,064
Change-993 (-32%)
Value$712.5K (-$382.3K)
Filed 2026-10-15
Pettinga Financial Advisors LLC
DECREASED
Shares2,071 from 2,220
Change-149 (-7%)
Value$712.5K (-$81.0K)
Filed 2026-10-13
Wealth Group Ltd
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$709.7K (-$28.7K)
Filed 2026-10-07
Lionshead Wealth Management, LLC
INCREASED
Shares2,054 from 1,994
Change+60 (+3%)
Value$706.7K (-$5.9K)
Filed 2026-10-21
Arbor Wealth Advisors LLC
UNCHANGED
Shares2,048 from 2,048
Change0 (0%)
Value$704.7K (-$27.2K)
Filed 2026-10-09
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$701.9K (-$27.1K)
Filed 2026-10-16
Center for Wealth Management Advisory
INCREASED
Shares2,037 from 1,404
Change+633 (+45%)
Value$700.8K (+$199.0K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
DECREASED
Shares2,036 from 5,454
Change-3,418 (-63%)
Value$700.4K (-$1.2M)
Filed 2026-11-04
Compass Financial Services Inc
UNCHANGED
Shares2,019 from 2,019
Change0 (0%)
Value$694.7K (-$26.8K)
Filed 2026-11-06
Winter & Associates, Inc.
DECREASED
Shares2,017 from 2,069
Change-52 (-3%)
Value$686.2K (-$53.0K)
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
DECREASED
Shares2,016 from 2,033
Change-17 (-1%)
Value$693.7K (-$32.9K)
Filed 2026-11-03
SwitchPoint Financial Planning, LLC
DECREASED
Shares2,010 from 2,814
Change-804 (-29%)
Value$691.6K (-$313.9K)
Filed 2026-11-02
Pinkerton Wealth, LLC
DECREASED
Shares2,010 from 2,168
Change-158 (-7%)
Value$691.4K (+$67.9K)
Filed 2026-10-29
Gruss & Co., LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$688.2K (-$26.6K)
Filed 2026-11-02
Horizons Wealth Management
NEW
Shares1,998
Change+1,998
Value$687.5K
Filed 2026-10-05
Integrity Investment Advisors, LLC
INCREASED
Shares1,998 from 1,522
Change+476 (+31%)
Value$687.3K (+$143.4K)
Filed 2026-11-03
Citrine Capital LLC
INCREASED
Shares1,997 from 1,938
Change+59 (+3%)
Value$687.0K (-$5.5K)
Filed 2026-10-14
Aerodigm Wealth, LLC
INCREASED
Shares1,997 from 1,942
Change+55 (+3%)
Value$687.3K (-$6.9K)
Filed 2026-10-16
City State Bank
INCREASED
Shares1,996 from 1,811
Change+185 (+10%)
Value$686.8K (+$39.6K)
Filed 2026-10-20
Halter Ferguson Financial Inc.
DECREASED
Shares1,990 from 2,274
Change-284 (-12%)
Value$684.7K (-$128.0K)
Filed 2026-10-21
Lifelong Wealth Advisors, Inc.
INCREASED
Shares1,988 from 1,901
Change+87 (+5%)
Value$684.0K (+$4.7K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED
Shares1,987 from 1,995
Change-8 (0%)
Value$683.7K (-$29.3K)
Filed 2026-10-13
Guidance Capital, Inc
INCREASED
Shares1,985 from 1,952
Change+33 (+2%)
Value$553.7K (-$138.1K)
Filed 2026-11-03
Hofer & Associates. Inc
INCREASED
Shares1,984 from 1,318
Change+666 (+51%)
Value$682.7K (+$211.9K)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares1,984 from 1,983
Change+1 (+0%)
Value$682.7K (-$26.0K)
Filed 2026-10-14
Verde Capital Management
DECREASED
Shares1,979 from 2,166
Change-187 (-9%)
Value$681.0K (-$93.2K)
Filed 2026-10-28
Sage Capital Management, LLC
INCREASED
Shares1,979 from 1,978
Change+1 (+0%)
Value$681.3K (-$25.9K)
Filed 2026-10-20
Rise Advisors, LLC
INCREASED
Shares1,978 from 1,693
Change+285 (+17%)
Value$680.6K (+$75.6K)
Filed 2026-10-16
Gilbert Capital Group, Inc.
UNCHANGED
Shares1,962 from 1,962
Change0 (0%)
Value$675.1K (-$26.1K)
Filed 2026-10-28
Carmel Capital Partners, LLC
INCREASED
Shares1,959 from 1,903
Change+56 (+3%)
Value$674.1K (-$6.0K)
Filed 2026-11-03
Sharkey, Howes & Javer
DECREASED
Shares1,950 from 1,973
Change-23 (-1%)
Value$671.0K (-$34.1K)
Filed 2026-10-22
Johnson Bixby & Associates, LLC
UNCHANGED
Shares1,942 from 1,942
Change0 (0%)
Value$668.2K (-$25.8K)
Filed 2026-10-14
DeLarme Wealth Management, Inc.
INCREASED
Shares1,939 from 1,935
Change+4 (+0%)
Value$667.2K (-$24.3K)
Filed 2026-10-30
JDH Wealth Management, LLC
DECREASED
Shares1,931 from 1,942
Change-11 (-1%)
Value$664.4K (-$29.6K)
Filed 2026-10-20
Finward Bancorp
DECREASED
Shares1,926 from 2,348
Change-422 (-18%)
Value$662.7K (-$176.4K)
Filed 2026-10-14
Contravisory Investment Management, Inc.
DECREASED
Shares1,923 from 2,142
Change-219 (-10%)
Value$661.7K (-$103.8K)
Filed 2026-10-13
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares1,923 from 1,964
Change-41 (-2%)
Value$661.6K (-$40.4K)
Filed 2026-10-07
Key Capital Management, Inc
INCREASED
Shares1,913 from 809
Change+1,104 (+136%)
Value$639.6K (+$350.4K)
Filed 2026-11-03
Dmkc Advisory Services, LLC
INCREASED
Shares1,909 from 1,067
Change+842 (+79%)
Value$656.8K (+$275.5K)
Filed 2026-11-04
Gibraltar Capital Management, Inc.
INCREASED
Shares1,904 from 1,024
Change+880 (+86%)
Value$655.3K (+$289.5K)
Filed 2026-10-27
marrick wealth, LLC
DECREASED
Shares1,904 from 1,927
Change-23 (-1%)
Value$655.1K (-$33.5K)
Filed 2026-10-20
InTrack Investment Management Inc
UNCHANGED
Shares1,903 from 1,903
Change0 (0%)
Value$654.8K (-$25.3K)
Filed 2026-10-15
GenWealth Group, Inc.
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$654.4K (-$25.3K)
Filed 2026-10-16
Financial Enhancement Group LLC
DECREASED
Shares1,900 from 2,056
Change-156 (-8%)
Value$666.0K (-$68.7K)
Filed 2026-10-08
Granite FO LLC
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$652.4K (-$25.2K)
Filed 2026-10-14
Marotta Asset Management
DECREASED
Shares1,887 from 1,908
Change-21 (-1%)
Value$649.3K (-$39.8K)
Filed 2026-10-02
Kraematon Investment Advisors, Inc
INCREASED
Shares1,886 from 1,865
Change+21 (+1%)
Value$649.1K (-$17.4K)
Filed 2026-11-02
Spectrum Financial Alliance Ltd LLC
NEW
Shares1,885
Change+1,885
Value$648.7K
Filed 2026-10-29
Ridgeline Wealth, LLC
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$666.0K (-$6.8K)
Filed 2026-10-14
S&A Financial Services, Inc.
INCREASED
Shares1,881 from 1,880
Change+1 (+0%)
Value$647.2K (-$24.7K)
Filed 2026-11-03
Terril Brothers, Inc.
INCREASED
Shares1,880 from 1,780
Change+100 (+6%)
Value$648.9K (+$12.8K)
Filed 2026-11-06
Smith & Howard Wealth Management, LLC
INCREASED
Shares1,875 from 1,623
Change+252 (+16%)
Value$645.1K (+$65.1K)
Filed 2026-10-27
Vestor Capital, LLC
INCREASED
Shares1,873 from 687
Change+1,186 (+173%)
Value$152 (+$71)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares1,866 from 1,910
Change-44 (-2%)
Value$642.1K (-$40.4K)
Filed 2026-10-14
Peterson Wealth Management
INCREASED
Shares1,858 from 607
Change+1,251 (+206%)
Value$639.2K (+$422.3K)
Filed 2026-11-06
Nearside Advisors, LLC
NEW
Shares1,855
Change+1,855
Value$638.3K
Filed 2026-10-20
Snider Financial Group
DECREASED
Shares1,855 from 1,916
Change-61 (-3%)
Value$638.3K (-$46.4K)
Filed 2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares1,853 from 1,355
Change+498 (+37%)
Value$637.6K (+$153.3K)
Filed 2026-10-21
Dorato Capital Management
UNCHANGED
Shares1,853 from 1,853
Change0 (0%)
Value$649.5K (-$12.3K)
Filed 2026-10-08
Delta Wealth Advisors LLC
UNCHANGED
Shares1,851 from 1,851
Change0 (0%)
Value$636.9K (-$24.6K)
Filed 2026-10-09
Luminvest Wealth Management LLC
DECREASED
Shares1,849 from 2,159
Change-310 (-14%)
Value$636.2K (-$135.4K)
Filed 2026-10-14
Bryant Woods Investment Advisors, LLC
INCREASED
Shares1,848 from 1,837
Change+11 (+1%)
Value$636.4K (-$20.3K)
Filed 2026-10-26
Wealthcare Capital Partners, LLC
INCREASED
Shares1,847 from 1,846
Change+1 (+0%)
Value$635.4K (-$24.4K)
Filed 2026-10-21
Washington Capital Management, Inc
DECREASED
Shares1,845 from 2,045
Change-200 (-10%)
Value$634.8K (-$96.0K)
Filed 2026-10-19
Opus Capital Group, LLC
INCREASED
Shares1,845 from 1,825
Change+20 (+1%)
Value$635.0K (-$17.0K)
Filed 2026-10-30
Mountain Pacific Investment Advisers LLC
INCREASED
Shares1,843 from 1,407
Change+436 (+31%)
Value$634.1K (+$131.3K)
Filed 2026-10-29
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares1,837 from 1,921
Change-84 (-4%)
Value$632.1K (-$54.4K)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares1,834 from 1,165
Change+669 (+57%)
Value$631.0K (+$214.7K)
Filed 2026-11-03
Paladin Wealth, LLC
INCREASED
Shares1,832 from 1,603
Change+229 (+14%)
Value$630.5K (+$57.6K)
Filed 2026-10-23
Opulen Financial Group LLC
INCREASED
Shares1,829 from 1,676
Change+153 (+9%)
Value$629.2K (+$30.4K)
Filed 2026-10-22
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares1,822 from 1,415
Change+407 (+29%)
Value$627.0K (+$121.2K)
Filed 2026-10-15
Ferguson Shapiro LLC
INCREASED
Shares1,822 from 1,821
Change+1 (+0%)
Value$626.9K (-$23.8K)
Filed 2026-10-16
Clayton Financial Group LLC
UNCHANGED
Shares1,819 from 1,819
Change0 (0%)
Value$625.9K (-$24.2K)
Filed 2026-10-13
Waller Financial Planning Group, Inc
DECREASED
Shares1,817 from 1,827
Change-10 (-1%)
Value$625.2K (-$27.7K)
Filed 2026-10-07
Cedar Point Capital Partners, LLC
DECREASED
Shares1,810 from 1,820
Change-10 (-1%)
Value$622.8K (-$27.6K)
Filed 2026-10-29
J2 Capital Management Inc
DECREASED
Shares1,809 from 1,816
Change-7 (0%)
Value$622.5K (-$26.5K)
Filed 2026-10-19
Wavvest Wealth LLC
NEW
Shares1,804
Change+1,804
Value$620.6K
Filed 2026-10-21
Ping Capital Management, Inc.
INCREASED
Shares1,800 from 1,000
Change+800 (+80%)
Value$619.3K (+$262.0K)
Filed 2026-10-13
Highland Financial Advisors, LLC
INCREASED
Shares1,796 from 1,487
Change+309 (+21%)
Value$617.9K (+$86.6K)
Filed 2026-10-19
Prism Planning Partners LLC
INCREASED
Shares1,796 from 1,727
Change+69 (+4%)
Value$618.0K (+$789)
Filed 2026-10-27
Ridgepath Capital Management LLC
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$616.4K (-$23.5K)
Filed 2026-10-29
Tenon Financial LLC
INCREASED
Shares1,786 from 1,601
Change+185 (+12%)
Value$614.7K (+$42.4K)
Filed 2026-10-14
ProCore Advisors, LLC
DECREASED
Shares1,770 from 1,871
Change-101 (-5%)
Value$609.0K (-$59.6K)
Filed 2026-10-14
Ridgeline Wealth Planning, LLC
INCREASED
Shares1,768 from 1,358
Change+410 (+30%)
Value$608.3K (+$123.0K)
Filed 2026-10-29
Apeiron RIA LLC
DECREASED
Shares1,765 from 1,934
Change-169 (-9%)
Value$597.1K (-$94.1K)
Filed 2026-10-08
True Link Financial Advisors, LLC
INCREASED
Shares1,765 from 1,680
Change+85 (+5%)
Value$607.3K (+$6.9K)
Filed 2026-10-27
Sincerus Advisory, LLC
INCREASED
Shares1,763 from 1,514
Change+249 (+16%)
Value$606.6K (+$65.6K)
Filed 2026-10-09
Fairway Wealth LLC
INCREASED
Shares1,760 from 224
Change+1,536 (+686%)
Value$605.4K (+$525.3K)
Filed 2026-10-30
Carlson Financial, Inc.
INCREASED
Shares1,760 from 1,699
Change+61 (+4%)
Value$605.5K (-$1.6K)
Filed 2026-11-05
Northland Securities, Inc.
INCREASED
Shares1,757 from 1,700
Change+57 (+3%)
Value$604.5K (-$3.0K)
Filed 2026-11-02
USAdvisors Wealth Management, LLC
DECREASED
Shares1,754 from 1,868
Change-114 (-6%)
Value$603.0K (-$64.0K)
Filed 2026-10-21
Tsfg, LLC
DECREASED
Shares1,753 from 4,282
Change-2,529 (-59%)
Value$603.0K (-$927.0K)
Filed 2026-10-23
Chiron Capital Management, LLC
DECREASED
Shares1,738 from 2,036
Change-298 (-15%)
Value$597.9K (-$129.7K)
Filed 2026-10-15
WestHill Financial Advisors, Inc.
DECREASED
Shares1,737 from 1,755
Change-18 (-1%)
Value$597.6K (-$29.4K)
Filed 2026-10-14
First Premier Bank
INCREASED
Shares1,735 from 1,495
Change+240 (+16%)
Value$597.0K (+$63.0K)
Filed 2026-10-13
Guidance Point Advisors, LLC
INCREASED
Shares1,733 from 1,732
Change+1 (+0%)
Value$596.5K (-$22.8K)
Filed 2026-10-15
Gerber, LLC
INCREASED
Shares1,732 from 1,689
Change+43 (+3%)
Value$596.1K (-$7.6K)
Filed 2026-10-21
Flower City Capital
DECREASED
Shares1,731 from 1,755
Change-24 (-1%)
Value$595.7K (-$31.6K)
Filed 2026-10-15
Mainsail Financial Group, LLC
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$592.9K (-$22.9K)
Filed 2026-10-23
Andina Capital Management, LLC
INCREASED
Shares1,708 from 1,493
Change+215 (+14%)
Value$587.7K (+$54.1K)
Filed 2026-10-21
TL Private Wealth
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$601.8K (-$24.3K)
Filed 2026-10-13
Sfam, LLC
DECREASED
Shares1,705 from 1,980
Change-275 (-14%)
Value$586.7K (-$120.9K)
Filed 2026-11-03
Verity & Verity, LLC
DECREASED
Shares1,701 from 2,320
Change-619 (-27%)
Value$585.3K (-$243.8K)
Filed 2026-10-23
MKD Wealth Coaches, LLC
INCREASED
Shares1,697 from 1,400
Change+297 (+21%)
Value$583.9K (+$83.6K)
Filed 2026-10-09
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,695 from 1,639
Change+56 (+3%)
Value$583.2K (-$2.5K)
Filed 2026-10-28
Eagle Wealth Strategies LLC
INCREASED
Shares1,688 from 1,653
Change+35 (+2%)
Value$580.7K (-$9.9K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$547.7K (-$31.5K)
Filed 2026-10-26
Northern Capital Management, Inc.
DECREASED
Shares1,685 from 1,707
Change-22 (-1%)
Value$579.9K (-$30.2K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED
Shares1,683 from 1,659
Change+24 (+1%)
Value$579.0K (-$14.1K)
Filed 2026-10-23
Landmark Wealth Management, LLC
DECREASED
Shares1,681 from 1,716
Change-35 (-2%)
Value$578.6K (-$34.9K)
Filed 2026-11-03
Hughes Financial Services, LLC
INCREASED
Shares1,680 from 1,587
Change+93 (+6%)
Value$476.8K (-$90.3K)
Filed 2026-10-30
Impact Investors, Inc
DECREASED
Shares1,679 from 3,627
Change-1,948 (-54%)
Value$577.8K (-$718.5K)
Filed 2026-11-02
Smith Asset Management Co., LLC
DECREASED
Shares1,674 from 1,696
Change-22 (-1%)
Value$576.0K (-$30.1K)
Filed 2026-10-16
Salvus Wealth Management, LLC
INCREASED
Shares1,673 from 1,650
Change+23 (+1%)
Value$575.6K (-$14.0K)
Filed 2026-10-13
Sagace Wealth Management LLC
NEW
Shares1,669
Change+1,669
Value$574.3K
Filed 2026-10-28
Capital Planning LLC
INCREASED
Shares1,668 from 1,552
Change+116 (+7%)
Value$574.0K (+$19.3K)
Filed 2026-10-09
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,667 from 814
Change+853 (+105%)
Value$573.5K (+$282.7K)
Filed 2026-11-05
Sherrill & Hutchins Financial Advisory, Inc
DECREASED
Shares1,665 from 1,960
Change-295 (-15%)
Value$572.9K (-$127.6K)
Filed 2026-10-14
Yoder Wealth Management, Inc.
INCREASED
Shares1,661 from 1,580
Change+81 (+5%)
Value$571.5K (+$6.9K)
Filed 2026-10-13
Evexia Wealth LLC
DECREASED
Shares1,658 from 1,698
Change-40 (-2%)
Value$525.4K (-$108.9K)
Filed 2026-11-05
Three Arch Wealth Management LLC
INCREASED
Shares1,654 from 1,312
Change+342 (+26%)
Value$569.1K (+$100.2K)
Filed 2026-10-20
Vericrest Private Wealth
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$569.1K (-$22.0K)
Filed 2026-10-21
Base Wealth Management LLC
INCREASED
Shares1,646 from 1,644
Change+2 (+0%)
Value$566.3K (-$21.0K)
Filed 2026-10-21
United Financial Planning Group LLC
DECREASED
Shares1,637 from 1,639
Change-2 (0%)
Value$563.2K (-$22.7K)
Filed 2026-11-04
Directional Asset Management
UNCHANGED
Shares1,633 from 1,633
Change0 (0%)
Value$562.0K (-$21.7K)
Filed 2026-10-22
Jeter Robert S II
DECREASED
Shares1,621 from 2,019
Change-398 (-20%)
Value$573.4K (-$147.6K)
Filed 2026-10-16
Mraz, Amerine & Associates, Inc.
INCREASED
Shares1,603 from 1,503
Change+100 (+7%)
Value$551.6K (+$14.4K)
Filed 2026-10-30
All-Stars Investment Ltd
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$550.5K (-$21.3K)
Filed 2026-11-03
Mattern Capital Management, LLC
INCREASED
Shares1,595 from 1,572
Change+23 (+1%)
Value$548.9K (-$13.0K)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
INCREASED
Shares1,594 from 1,500
Change+94 (+6%)
Value$548.4K (+$12.2K)
Filed 2026-10-28
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares1,591 from 1,345
Change+246 (+18%)
Value$547.6K (+$66.8K)
Filed 2026-10-16
Advocate Investing Services LLC
DECREASED
Shares1,589 from 1,789
Change-200 (-11%)
Value$546.8K (-$92.5K)
Filed 2026-10-26
Belleair Asset Management, LLC
INCREASED
Shares1,586 from 1,580
Change+6 (+0%)
Value$545.7K (-$18.9K)
Filed 2026-11-03
MontVue Capital Management, Inc.
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$545.0K (-$21.1K)
Filed 2026-10-19
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$543.6K (-$21.0K)
Filed 2026-10-13
Cumberland Advisors Inc
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$543.6K (-$21.0K)
Filed 2026-10-30
Evolution Wealth Management Inc.
DECREASED
Shares1,572 from 2,147
Change-575 (-27%)
Value$541.0K (-$226.2K)
Filed 2026-10-28
Burk Holdings LLC
INCREASED
Shares1,563 from 1,478
Change+85 (+6%)
Value$537.8K (+$9.6K)
Filed 2026-11-05
Joel Adams & Associates, Inc.
DECREASED
Shares1,562 from 1,823
Change-261 (-14%)
Value$537.5K (-$114.0K)
Filed 2026-11-02
BostonPremier Wealth LLC
UNCHANGED
Shares1,561 from 1,561
Change0 (0%)
Value$537.0K (-$20.7K)
Filed 2026-10-16
Beacon Financial Planning, Inc
INCREASED
Shares1,560 from 1,025
Change+535 (+52%)
Value$536.8K (+$170.6K)
Filed 2026-11-04
Measured Risk Portfolios, Inc.
INCREASED
Shares1,554 from 1,553
Change+1 (+0%)
Value$534.7K (-$20.3K)
Filed 2026-10-21
Redwood Park Advisors LLC
INCREASED
Shares1,553 from 881
Change+672 (+76%)
Value$534.3K (+$219.4K)
Filed 2026-11-02
Retireful, LLC
INCREASED
Shares1,553 from 1,352
Change+201 (+15%)
Value$534.4K (+$51.2K)
Filed 2026-10-09
Foundry Financial Group, Inc.
INCREASED
Shares1,553 from 1,488
Change+65 (+4%)
Value$534.4K (+$2.6K)
Filed 2026-10-28
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$555.0K ($0)
Filed 2026-10-22
Beacon Financial Strategies Corp
DECREASED
Shares1,550 from 1,557
Change-7 (0%)
Value$533.4K (-$23.0K)
Filed 2026-10-14
FF Advisors,LLC
DECREASED
Shares1,549 from 1,558
Change-9 (-1%)
Value$533.0K (-$23.8K)
Filed 2026-10-21
Strategic Planning Group, LLC
INCREASED
Shares1,548 from 1,335
Change+213 (+16%)
Value$532.6K (+$55.5K)
Filed 2026-10-22
Kure Advisory, LLC
INCREASED
Shares1,548 from 1,542
Change+6 (+0%)
Value$532.7K (-$18.4K)
Filed 2026-10-08
Sageworth Trust Co
INCREASED
Shares1,542 from 1,142
Change+400 (+35%)
Value$530.6K (+$122.5K)
Filed 2026-10-30
Price Financial Group Wealth Management, Inc
INCREASED
Shares1,538 from 1,516
Change+22 (+1%)
Value$544.5K (-$15.8K)
Filed 2026-11-02
Penobscot Wealth Management
INCREASED
Shares1,532 from 1,377
Change+155 (+11%)
Value$527.3K (+$35.3K)
Filed 2026-10-21
Barry Investment Advisors, LLC
DECREASED
Shares1,532 from 1,541
Change-9 (-1%)
Value$527.1K (-$23.5K)
Filed 2026-10-14
BetterWealth, LLC
UNCHANGED
Shares1,528 from 1,528
Change0 (0%)
Value$525.9K (-$20.3K)
Filed 2026-10-15
Torren Management, LLC
INCREASED
Shares1,525 from 565
Change+960 (+170%)
Value$524.7K (+$322.8K)
Filed 2026-10-29
Total Investment Management Inc
INCREASED
Shares1,521 from 1,520
Change+1 (+0%)
Value$523.2K (-$18.2K)
Filed 2026-10-22
Castleview Partners, LLC
DECREASED
Shares1,505 from 1,508
Change-3 (0%)
Value$517.9K (-$21.1K)
Filed 2026-10-09
DWR Wealth Management, LLC
INCREASED
Shares1,503 from 1,369
Change+134 (+10%)
Value$512.4K (+$28.3K)
Filed 2026-10-13
C2c Wealth Management, LLC
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$516.8K (-$20.0K)
Filed 2026-10-20
Lockerman Financial Group, Inc.
DECREASED
Shares1,501 from 1,582
Change-81 (-5%)
Value$516.5K (-$48.9K)
Filed 2026-10-19
Cardinal Strategic Wealth Guidance
DECREASED
Shares1,501 from 1,516
Change-15 (-1%)
Value$516.5K (-$25.3K)
Filed 2026-11-02
GuidedMoney, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$516.1K (-$19.9K)
Filed 2026-10-29
Hibernia Wealth Partners, LLC
INCREASED
Shares1,494 from 1,379
Change+115 (+8%)
Value$513.9K (+$21.0K)
Filed 2026-10-29
Salus Financial Advisors, LLC
INCREASED
Shares1,493 from 666
Change+827 (+124%)
Value$513.7K (+$275.7K)
Filed 2026-10-20
Wynn Capital, LLC
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$513.4K (-$19.8K)
Filed 2026-10-13
SWP Financial LLC
INCREASED
Shares1,487 from 1,368
Change+119 (+9%)
Value$511.8K (+$22.8K)
Filed 2026-10-23
Burkett Financial Services, LLC
INCREASED
Shares1,485 from 714
Change+771 (+108%)
Value$511.0K (+$255.6K)
Filed 2026-10-01
Holos Integrated Wealth LLC
INCREASED
Shares1,485 from 1,060
Change+425 (+40%)
Value$511.2K (+$122.0K)
Filed 2026-10-23
Stack Financial Management, Inc
DECREASED
Shares1,480 from 1,493
Change-13 (-1%)
Value$509.2K (-$24.3K)
Filed 2026-11-02
Ballast Financial Advisors LLC
DECREASED
Shares1,478 from 1,793
Change-315 (-18%)
Value$508.6K (-$132.1K)
Filed 2026-10-26
Tiller Private Wealth, Inc.
INCREASED
Shares1,477 from 1,406
Change+71 (+5%)
Value$508.2K (+$5.8K)
Filed 2026-10-26
Fullerton Advisors, LLC
DECREASED
Shares1,472 from 1,483
Change-11 (-1%)
Value$506.5K (-$23.5K)
Filed 2026-10-14
Founders Capital Management
DECREASED
Shares1,470 from 1,480
Change-10 (-1%)
Value$505.8K (-$23.1K)
Filed 2026-10-13
CKW Financial Group
INCREASED
Shares1,468 from 1,235
Change+233 (+19%)
Value$497 (+$51)
Filed 2026-10-29
Visionary Horizons, LLC
DECREASED
Shares1,466 from 1,472
Change-6 (0%)
Value$504.5K (-$21.6K)
Filed 2026-10-22
Helium Advisors LLC
DECREASED
Shares1,454 from 2,471
Change-1,017 (-41%)
Value$500.2K (-$382.9K)
Filed 2026-10-23
Powerhouse Assets LLC
UNCHANGED
Shares1,451 from 1,451
Change0 (0%)
Value$499.3K (-$19.3K)
Filed 2026-10-19
Retirement Solution LLC
DECREASED
Shares1,450 from 2,583
Change-1,133 (-44%)
Value$498.9K (-$424.3K)
Filed 2026-10-27
Walleye Partners, LLC
INCREASED
Shares1,450 from 1,445
Change+5 (+0%)
Value$498.9K (-$17.5K)
Filed 2026-10-13
Blackston Financial Advisory Group, LLC
INCREASED
Shares1,447 from 1,117
Change+330 (+30%)
Value$497.9K (+$98.7K)
Filed 2026-11-04
Straight Path Wealth Management
INCREASED
Shares1,443 from 766
Change+677 (+88%)
Value$496.5K (+$222.8K)
Filed 2026-10-23
TT Capital Management LLC
INCREASED
Shares1,439 from 726
Change+713 (+98%)
Value$495.0K (+$235.6K)
Filed 2026-10-15
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,434 from 1,397
Change+37 (+3%)
Value$493.4K (-$5.9K)
Filed 2026-10-27
TCP Asset Management, LLC
INCREASED
Shares1,431 from 1,382
Change+49 (+4%)
Value$491.4K (-$2.3K)
Filed 2026-10-14
Clark & Stuart, Inc
INCREASED
Shares1,430 from 1,133
Change+297 (+26%)
Value$492.0K (+$87.1K)
Filed 2026-10-14
Birchwood Financial Partners, Inc.
INCREASED
Shares1,426 from 1,300
Change+126 (+10%)
Value$490.6K (+$26.1K)
Filed 2026-11-02
Bennett Selby Investments LP
UNCHANGED
Shares1,426 from 1,426
Change0 (0%)
Value$490.7K (-$19.0K)
Filed 2026-10-19
Liberty Atlantic Advisors LLC
INCREASED
Shares1,423 from 1,255
Change+168 (+13%)
Value$489.6K (+$41.1K)
Filed 2026-10-14
Hemming& Wealth Management, Inc.
DECREASED
Shares1,420 from 1,520
Change-100 (-7%)
Value$488.6K (-$54.6K)
Filed 2026-10-20
Woodard & Co Asset Management Group Inc
INCREASED
Shares1,420 from 1,333
Change+87 (+7%)
Value$488.6K (+$12.2K)
Filed 2026-11-03
Vima LLC
DECREASED
Shares1,416 from 1,486
Change-70 (-5%)
Value$487.4K (-$43.7K)
Filed 2026-10-23
Fidelis iM, LLC
NEW
Shares1,403
Change+1,403
Value$482.7K
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,401 from 6,890
Change-5,489 (-80%)
Value$482.0K (-$2.0M)
Filed 2026-10-14
Merkkuri Wealth Advisors LLC
DECREASED
Shares1,400 from 1,417
Change-17 (-1%)
Value$481.8K (-$24.6K)
Filed 2026-11-03
Griffith & Werner, Inc.
INCREASED
Shares1,398 from 1,298
Change+100 (+8%)
Value$481.1K (+$17.1K)
Filed 2026-11-04
Rede Wealth, LLC
INCREASED
Shares1,398 from 1,396
Change+2 (+0%)
Value$481.0K (-$17.9K)
Filed 2026-10-22
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares1,393 from 1,421
Change-28 (-2%)
Value$479.5K (-$28.4K)
Filed 2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED
Shares1,392 from 1,282
Change+110 (+9%)
Value$478.8K (+$20.8K)
Filed 2026-10-14
SLT Holdings LLC
INCREASED
Shares1,392 from 1,292
Change+100 (+8%)
Value$478.9K (+$17.3K)
Filed 2026-10-15
Integras Partners LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$476.6K (-$18.4K)
Filed 2026-10-30
Sightline Wealth Advisors, LLC
INCREASED
Shares1,383 from 1,377
Change+6 (+0%)
Value$475.9K (-$16.2K)
Filed 2026-10-21
DecisionPoint Financial, LLC
INCREASED
Shares1,379 from 1,349
Change+30 (+2%)
Value$466.5K (-$20.7K)
Filed 2026-10-27
Decker Wealth Management LLC
INCREASED
Shares1,375 from 893
Change+482 (+54%)
Value$473.2K (+$154.0K)
Filed 2026-10-09
Stage Harbor Financial, LLC
INCREASED
Shares1,365 from 1,121
Change+244 (+22%)
Value$469.7K (+$69.1K)
Filed 2026-11-03
Compass Financial Group, Inc
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$469.7K (-$18.1K)
Filed 2026-10-13
Stirlingshire Investments, Inc.
DECREASED
Shares1,362 from 1,484
Change-122 (-8%)
Value$468.6K (-$61.7K)
Filed 2026-11-05
Infinity Wealth Counsel, LLC
INCREASED
Shares1,359 from 1,349
Change+10 (+1%)
Value$467.6K (-$14.5K)
Filed 2026-10-15
Altus Wealth Management, LLC
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$466.5K (-$18.0K)
Filed 2026-10-13
Frontier Asset Management, LLC
DECREASED
Shares1,354 from 1,460
Change-106 (-7%)
Value$466.0K (-$55.7K)
Filed 2026-10-28
Breachway Investments LLC
INCREASED
Shares1,349 from 1,329
Change+20 (+2%)
Value$464.2K (-$10.8K)
Filed 2026-10-19
Fairman Group, LLC
INCREASED
Shares1,346 from 1,345
Change+1 (+0%)
Value$463.0K (-$17.7K)
Filed 2026-10-26
Auctus Advisors LLC
INCREASED
Shares1,344 from 1,242
Change+102 (+8%)
Value$462.4K (+$18.6K)
Filed 2026-10-23
Santori & Peters, Inc.
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$462.1K (-$17.8K)
Filed 2026-10-26
Planned Solutions, Inc.
INCREASED
Shares1,338 from 1,337
Change+1 (+0%)
Value$460.2K (-$17.7K)
Filed 2026-10-19
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares1,335 from 1,442
Change-107 (-7%)
Value$459.4K (-$55.9K)
Filed 2026-10-16
My Personal CFO, LLC
INCREASED
Shares1,334 from 1,175
Change+159 (+14%)
Value$459.1K (+$39.2K)
Filed 2026-10-14
Morton Brown Family Wealth, LLC
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$459.1K (-$17.7K)
Filed 2026-10-23
Aufman Associates Inc
INCREASED
Shares1,329 from 1,295
Change+34 (+3%)
Value$457.3K (-$5.5K)
Filed 2026-11-04
Arcataur Capital Management LLC
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$457.3K (-$17.7K)
Filed 2026-10-21
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares1,327 from 828
Change+499 (+60%)
Value$456.4K (+$160.7K)
Filed 2026-10-15
Strategent Financial, LLC
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$456.3K (-$17.6K)
Filed 2026-10-30
Sherry Group, Inc.
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$455.2K (-$12.9K)
Filed 2026-10-09
Orgel Wealth Management, LLC
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$455.2K (-$17.6K)
Filed 2026-10-14
Level Wealth Management LLC
NEW
Shares1,320
Change+1,320
Value$454.2K
Filed 2026-10-23
Madrid Wealth Management, LLC
INCREASED
Shares1,320 from 1,222
Change+98 (+8%)
Value$454.2K (+$17.5K)
Filed 2026-10-23
Mustard Seed Financial, LLC
INCREASED
Shares1,320 from 1,300
Change+20 (+2%)
Value$454.2K (-$10.4K)
Filed 2026-10-30
Verity Asset Management, Inc.
INCREASED
Shares1,316 from 1,144
Change+172 (+15%)
Value$452.9K (+$44.0K)
Filed 2026-10-30
Westwind Capital
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$452.0K (-$18.0K)
Filed 2026-10-08
McCarley & Cook Financial Planners
UNCHANGED
Shares1,314 from 1,314
Change0 (0%)
Value$452.1K (-$17.5K)
Filed 2026-10-21
McCarthy Asset Management, Inc.
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$449.4K (-$17.3K)
Filed 2026-10-20
Heffernan Advisory, Inc
NEW
Shares1,305
Change+1,305
Value$449.0K
Filed 2026-10-13
EnRich Financial Partners LLC
INCREASED
Shares1,305 from 1,164
Change+141 (+12%)
Value$449.1K (+$33.1K)
Filed 2026-10-21
Cottonwood Capital Advisors, LLC
INCREASED
Shares1,303 from 1,292
Change+11 (+1%)
Value$448.3K (-$13.4K)
Filed 2026-10-20
Clarity Wealth Development LLC
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$448.3K (-$17.3K)
Filed 2026-10-22
Madison Park Capital Advisors, LLC
DECREASED
Shares1,301 from 2,948
Change-1,647 (-56%)
Value$447.6K (+$146.3K)
Filed 2026-10-28
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares1,300
Change+1,300
Value$447.3K
Filed 2026-10-20
Next Level Wealth Planning, LLC
DECREASED
Shares1,300 from 1,351
Change-51 (-4%)
Value$447.3K (-$35.5K)
Filed 2026-10-29
Axecap Investments, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$447.3K (-$17.3K)
Filed 2026-10-20
Howard Bailey Securities, LLC
DECREASED
Shares1,299 from 1,632
Change-333 (-20%)
Value$447.0K (-$136.3K)
Filed 2026-10-27
Thor Investment Management Inc
INCREASED
Shares1,298 from 673
Change+625 (+93%)
Value$446.7K (+$206.1K)
Filed 2026-10-13
Vannoy Advisory Group, Inc.
DECREASED
Shares1,294 from 1,320
Change-26 (-2%)
Value$445.2K (-$26.5K)
Filed 2026-10-13
Clear Point Advisors Inc.
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$445.3K (-$17.2K)
Filed 2026-10-30
Family Investment Center, Inc.
INCREASED
Shares1,291 from 1,201
Change+90 (+7%)
Value$444.3K (+$15.0K)
Filed 2026-10-19
Innovative Advisory Group, LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$443.9K (-$17.1K)
Filed 2026-10-13
City Center Advisors, LLC
DECREASED
Shares1,288 from 1,577
Change-289 (-18%)
Value$443.2K (-$120.4K)
Filed 2026-10-08
Trinity Wealth Management, LLC
DECREASED
Shares1,288 from 1,315
Change-27 (-2%)
Value$443.2K (-$26.8K)
Filed 2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$442.3K (-$17.1K)
Filed 2026-10-16
Two West Capital Advisors LLC
INCREASED
Shares1,281 from 1,179
Change+102 (+9%)
Value$436.9K (+$21.9K)
Filed 2026-10-15
Kooman & Associates
INCREASED
Shares1,277 from 1,178
Change+99 (+8%)
Value$439.4K (+$18.4K)
Filed 2026-10-21
Southern Financial Group, LLC
DECREASED
Shares1,276 from 1,287
Change-11 (-1%)
Value$439.2K (-$20.8K)
Filed 2026-10-30
Triune Financial Partners, LLC
INCREASED
Shares1,272 from 1,242
Change+30 (+2%)
Value$437.8K (-$5.9K)
Filed 2026-11-03
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares1,270 from 1,267
Change+3 (+0%)
Value$437.0K (-$15.9K)
Filed 2026-10-29
Aspen Wealth Management LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$436.7K (-$16.8K)
Filed 2026-10-14
Olio Financial Planning
INCREASED
Shares1,265 from 1,264
Change+1 (+0%)
Value$435.2K (-$16.7K)
Filed 2026-10-22
Guardian Asset Advisors, LLC
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$434.8K (-$16.7K)
Filed 2026-10-16
Redwood Family Wealth LLC
INCREASED
Shares1,261 from 665
Change+596 (+90%)
Value$434.0K (+$196.2K)
Filed 2026-10-20
Hardin Capital Partners, LLC
INCREASED
Shares1,261 from 822
Change+439 (+53%)
Value$433.9K (+$140.4K)
Filed 2026-10-09
Diesslin Group, Inc.
DECREASED
Shares1,252 from 1,260
Change-8 (-1%)
Value$430.6K (-$19.8K)
Filed 2026-10-14
One Plus One Wealth Management, LLC
DECREASED
Shares1,247 from 1,355
Change-108 (-8%)
Value$429.1K (-$55.2K)
Filed 2026-10-16
Wagner Wealth Management, LLC
DECREASED
Shares1,247 from 1,325
Change-78 (-6%)
Value$429.0K (-$44.7K)
Filed 2026-10-21
Friday Financial
INCREASED
Shares1,246 from 869
Change+377 (+43%)
Value$421.4K (+$102.5K)
Filed 2026-10-09
Avaii Wealth Management, LLC
INCREASED
Shares1,241 from 1,230
Change+11 (+1%)
Value$426.3K (-$13.1K)
Filed 2026-10-09
Christensen, King & Associates Investment Services, Inc.
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$426.8K (-$16.2K)
Filed 2026-10-22
Guardian Financial Partners, LLC
INCREASED
Shares1,235 from 691
Change+544 (+79%)
Value$424.9K (+$178.0K)
Filed 2026-11-04
Saxon Interests, Inc.
DECREASED
Shares1,233 from 2,786
Change-1,553 (-56%)
Value$424.3K (-$571.5K)
Filed 2026-10-26
Approach Retirement Advisors, LLC
DECREASED
Shares1,231 from 1,265
Change-34 (-3%)
Value$423.6K (-$28.5K)
Filed 2026-10-22
Columbia Advisory Partners LLC
INCREASED
Shares1,226 from 1,127
Change+99 (+9%)
Value$421.8K (+$19.1K)
Filed 2026-10-15
Wealthcare Capital Management LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$419.4K (-$16.2K)
Filed 2026-10-21
Sentry LLC
DECREASED
Shares1,218 from 1,618
Change-400 (-25%)
Value$419.1K (-$159.1K)
Filed 2026-10-30
Chronos Wealth Management, LLC
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$418.1K (-$16.1K)
Filed 2026-10-20
Krane Financial Solutions LLC
INCREASED
Shares1,213 from 1,194
Change+19 (+2%)
Value$417.3K (-$9.2K)
Filed 2026-10-30
Pearl Planning LLC
INCREASED
Shares1,212 from 848
Change+364 (+43%)
Value$417.1K (+$114.0K)
Filed 2026-10-13
Stephen J. Garry & Associates, LLC
DECREASED
Shares1,207 from 1,407
Change-200 (-14%)
Value$415.3K (-$87.5K)
Filed 2026-11-05
Lane Brothers & Co Inc
DECREASED
Shares1,200 from 2,736
Change-1,536 (-56%)
Value$412.9K (-$564.7K)
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
DECREASED
Shares1,200 from 1,300
Change-100 (-8%)
Value$412.9K (-$51.7K)
Filed 2026-10-30
Auour Investments LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$412.9K (-$15.9K)
Filed 2026-10-28
CenterStar Asset Management, LLC
INCREASED
Shares1,199 from 646
Change+553 (+86%)
Value$410.0K (+$179.1K)
Filed 2026-10-09
Capital CS Group, LLC
INCREASED
Shares1,194 from 1,013
Change+181 (+18%)
Value$410.9K (+$48.8K)
Filed 2026-10-29
Valued Wealth Advisors LLC
DECREASED
Shares1,193 from 1,520
Change-327 (-22%)
Value$410.4K (-$132.8K)
Filed 2026-11-05
NorthLanding Financial Partners, LLC
UNCHANGED
Shares1,192 from 1,192
Change0 (0%)
Value$410.1K (-$15.8K)
Filed 2026-10-15
Stonehearth Capital Management, LLC
INCREASED
Shares1,190 from 662
Change+528 (+80%)
Value$409.5K (+$172.9K)
Filed 2026-10-13
Seneca Financial Advisors LLC
INCREASED
Shares1,190 from 1,166
Change+24 (+2%)
Value$409.5K (-$7.2K)
Filed 2026-10-28
Financial Advisory Corp
DECREASED
Shares1,187 from 1,243
Change-56 (-5%)
Value$408.4K (-$35.7K)
Filed 2026-10-14
Athena Wealth Management, LLC
DECREASED
Shares1,186 from 3,375
Change-2,189 (-65%)
Value$408.1K (-$798.1K)
Filed 2026-10-09
Ticino Wealth
INCREASED
Shares1,185 from 1,175
Change+10 (+1%)
Value$407.7K (-$12.2K)
Filed 2026-10-13
Asset Allocation Strategies LLC
DECREASED
Shares1,180 from 1,439
Change-259 (-18%)
Value$406.0K (-$108.1K)
Filed 2026-10-20
Artesa Financial Group, LLC
INCREASED
Shares1,180 from 992
Change+188 (+19%)
Value$406.2K (+$51.6K)
Filed 2026-10-29
Sound Stewardship, LLC
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$405.7K (-$15.7K)
Filed 2026-10-14
Sage Investment Counsel LLC
INCREASED
Shares1,174 from 1,106
Change+68 (+6%)
Value$404.0K (+$8.8K)
Filed 2026-10-26
HRC Wealth Management, LLC
DECREASED
Shares1,174 from 1,177
Change-3 (0%)
Value$404.0K (-$16.4K)
Filed 2026-10-16
Pinnacle Financial Group, LLC / IL
DECREASED
Shares1,171 from 1,322
Change-151 (-11%)
Value$402.9K (-$69.5K)
Filed 2026-10-29
Hiley Hunt Wealth Management
DECREASED
Shares1,170 from 1,323
Change-153 (-12%)
Value$402.7K (-$70.1K)
Filed 2026-10-08
Tull Financial Group, Inc.
INCREASED
Shares1,168 from 1,047
Change+121 (+12%)
Value$401.9K (+$27.7K)
Filed 2026-11-05
Avant Financial Advisors LLC
INCREASED
Shares1,168 from 1,128
Change+40 (+4%)
Value$401.9K (-$1.2K)
Filed 2026-11-02
Stanich Group LLC
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$400.0K (-$15.4K)
Filed 2026-10-16
Capstone Capital LLC
DECREASED
Shares1,161 from 1,176
Change-15 (-1%)
Value$399.5K (-$20.8K)
Filed 2026-10-14
Accordant Advisory Group Inc
DECREASED
Shares1,160 from 1,180
Change-20 (-2%)
Value$399.1K (-$22.6K)
Filed 2026-10-29
KOM Wealth Management Group, LLC
DECREASED
Shares1,157 from 1,256
Change-99 (-8%)
Value$398.2K (-$50.6K)
Filed 2026-10-15
Planning Strategies Inc.
INCREASED
Shares1,156 from 1,103
Change+53 (+5%)
Value$397.8K (+$3.7K)
Filed 2026-10-02
Family Office Research LLC
DECREASED
Shares1,155 from 1,293
Change-138 (-11%)
Value$397.6K (-$64.6K)
Filed 2026-10-14
MBM Wealth Consultants, LLC
DECREASED
Shares1,154 from 1,198
Change-44 (-4%)
Value$397.1K (-$31.1K)
Filed 2026-10-20
Aegis Wealth Management, Inc.
INCREASED
Shares1,152 from 937
Change+215 (+23%)
Value$396.4K (+$61.5K)
Filed 2026-10-26
Town Capital LLC
DECREASED
Shares1,147 from 1,165
Change-18 (-2%)
Value$394.7K (-$21.7K)
Filed 2026-11-03
Northcape Wealth Management, LLC
DECREASED
Shares1,147 from 1,157
Change-10 (-1%)
Value$394.7K (-$18.8K)
Filed 2026-11-04
Silverleafe Capital Partners, LLC
INCREASED
Shares1,146 from 615
Change+531 (+86%)
Value$394.5K (+$174.8K)
Filed 2026-10-02
Hilton Head Capital Partners, LLC
DECREASED
Shares1,146 from 1,227
Change-81 (-7%)
Value$394.3K (-$44.2K)
Filed 2026-10-23
Merited Wealth, LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$394.3K (-$15.2K)
Filed 2026-10-13
Jcic Asset Management Inc.
INCREASED
Shares1,145 from 1,045
Change+100 (+10%)
Value$394.0K (+$93.5K)
Filed 2026-10-30
Stonekeep Investments, LLC
INCREASED
Shares1,143 from 1,022
Change+121 (+12%)
Value$393.3K (+$28.3K)
Filed 2026-10-15
Fortune Financial Group, Inc.
DECREASED
Shares1,141 from 1,158
Change-17 (-1%)
Value$392.6K (-$21.1K)
Filed 2026-10-22
Jackson Creek Investment Advisors LLC
DECREASED
Shares1,139 from 1,192
Change-53 (-4%)
Value$392.0K (-$33.0K)
Filed 2026-11-04
Brickley Wealth Management
UNCHANGED
Shares1,137 from 1,137
Change0 (0%)
Value$391.2K (-$15.1K)
Filed 2026-11-04
rebel Financial LLC
INCREASED
Shares1,134 from 676
Change+458 (+68%)
Value$390.1K (+$148.4K)
Filed 2026-11-04
Shrier Wealth Management, LLC
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$389.8K (-$15.0K)
Filed 2026-10-20
Clark Wealth Partners
INCREASED
Shares1,132 from 911
Change+221 (+24%)
Value$389.5K (+$64.0K)
Filed 2026-10-19
Long Island Wealth Management, Inc.
INCREASED
Shares1,130 from 622
Change+508 (+82%)
Value$388.8K (+$166.5K)
Filed 2026-10-20
Ehrlich Financial Group
INCREASED
Shares1,130 from 1,031
Change+99 (+10%)
Value$388.8K (+$20.4K)
Filed 2026-10-20
Boyer Financial Services, Inc.
INCREASED
Shares1,130 from 1,125
Change+5 (+0%)
Value$388.9K (-$16.1K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
INCREASED
Shares1,129 from 1,080
Change+49 (+5%)
Value$388.3K (+$2.2K)
Filed 2026-10-08
Seros Financial, LLC
INCREASED
Shares1,127 from 1,097
Change+30 (+3%)
Value$387.9K (-$4.3K)
Filed 2026-10-21
Richard Young Associates, Ltd.
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$387.2K (-$15.0K)
Filed 2026-11-03
Benchmark Financial, LLC
DECREASED
Shares1,121 from 1,126
Change-5 (0%)
Value$385.6K (-$16.9K)
Filed 2026-10-16
Cannon Capital Management, Inc.
INCREASED
Shares1,111 from 984
Change+127 (+13%)
Value$382.3K (+$30.6K)
Filed 2026-11-03
Sippican Capital Advisors
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$381.9K (-$14.8K)
Filed 2026-10-23
Veltria Advisors Corp.
INCREASED
Shares1,105 from 1,059
Change+46 (+4%)
Value$380.2K (+$1.8K)
Filed 2026-11-05
FSA Investment Group, LLC
INCREASED
Shares1,104 from 756
Change+348 (+46%)
Value$379.9K (+$109.7K)
Filed 2026-10-07
Integrity Wealth Advisors, Inc.
NEW
Shares1,102
Change+1,102
Value$379.2K
Filed 2026-10-29
Financial Counselors Inc
DECREASED
Shares1,102 from 1,113
Change-11 (-1%)
Value$379.2K (-$18.6K)
Filed 2026-10-22
Purewater Capital LLC
INCREASED
Shares1,091 from 1,046
Change+45 (+4%)
Value$375.5K (+$1.6K)
Filed 2026-10-23
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares1,090 from 1,109
Change-19 (-2%)
Value$375.0K (-$21.3K)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
DECREASED
Shares1,089 from 1,090
Change-1 (0%)
Value$374.7K (-$14.8K)
Filed 2026-10-16
Ndwm LLC
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$374.5K (-$14.4K)
Filed 2026-11-05
Advisory Resource Group
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$373.0K (-$14.4K)
Filed 2026-10-26
Alpha Advisors, LLC
INCREASED
Shares1,082 from 1,058
Change+24 (+2%)
Value$372.2K (-$6.0K)
Filed 2026-10-19
Fifth Third Securities, Inc.
NEW
Shares1,073
Change+1,073
Value$369.4K
Filed 2026-10-21
FWG Investments, Llc.
INCREASED
Shares1,064 from 1,051
Change+13 (+1%)
Value$366.2K (-$9.5K)
Filed 2026-11-03
Prospera Capital Management, LLC
INCREASED
Shares1,057 from 620
Change+437 (+70%)
Value$363.8K (+$136.5K)
Filed 2026-10-19
Mills Wealth Advisors LLC
INCREASED
Shares1,057 from 875
Change+182 (+21%)
Value$363.7K (+$51.0K)
Filed 2026-10-22
Destiny Capital Corp
INCREASED
Shares1,055 from 637
Change+418 (+66%)
Value$362.9K (+$135.4K)
Filed 2026-11-03
Catalyst Investment Management LLC
INCREASED
Shares1,054 from 1,004
Change+50 (+5%)
Value$362.7K (+$3.9K)
Filed 2026-10-21
Torrey Growth & Income Advisors
DECREASED
Shares1,050 from 1,147
Change-97 (-8%)
Value$369.5K (-$40.9K)
Filed 2026-11-04
Wheelhouse Advisory Group LLC
INCREASED
Shares1,046 from 925
Change+121 (+13%)
Value$360.0K (+$29.4K)
Filed 2026-10-20
Elevate Wealth Advisory, Inc
INCREASED
Shares1,043 from 914
Change+129 (+14%)
Value$358.8K (+$32.2K)
Filed 2026-10-29
John W. Brooker & Co., CPAs
DECREASED
Shares1,043 from 1,121
Change-78 (-7%)
Value$358.9K (-$41.7K)
Filed 2026-10-21
Bull Oak Capital, LLC
UNCHANGED
Shares1,038 from 1,038
Change0 (0%)
Value$357.3K (-$13.8K)
Filed 2026-10-23
Hendley & Co Inc
DECREASED
Shares1,035 from 15,329
Change-14,294 (-93%)
Value$356.0K (-$5.1M)
Filed 2026-10-29
Innova Wealth Partners
INCREASED
Shares1,035 from 985
Change+50 (+5%)
Value$356.2K (+$4.1K)
Filed 2026-10-21
Windsor Capital Management, LLC
DECREASED
Shares1,033 from 1,057
Change-24 (-2%)
Value$355.4K (-$22.7K)
Filed 2026-10-13
Idaho Trust Co
DECREASED
Shares1,032 from 1,433
Change-401 (-28%)
Value$355.1K (-$157.0K)
Filed 2026-11-04
Virtus Family Office LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$355.1K (-$13.7K)
Filed 2026-10-30
Strid Group, LLC
INCREASED
Shares1,031 from 987
Change+44 (+4%)
Value$354.7K (+$2.0K)
Filed 2026-10-28
GEM Asset Management, LLC
DECREASED
Shares1,030 from 4,138
Change-3,108 (-75%)
Value$354.5K (-$1.1M)
Filed 2026-10-13
Evergreen Advisors, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$353.7K (-$13.7K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,023 from 658
Change+365 (+55%)
Value$351.9K (+$116.6K)
Filed 2026-10-15
Scratch Capital LLC
INCREASED
Shares1,022 from 1,014
Change+8 (+1%)
Value$351.8K (-$10.7K)
Filed 2026-11-02
RF&L Wealth Management, LLC
INCREASED
Shares1,018 from 1,016
Change+2 (+0%)
Value$350.4K (-$12.8K)
Filed 2026-10-20
Cushing Capital Partners, LLC
INCREASED
Shares1,014 from 573
Change+441 (+77%)
Value$348.9K (+$144.1K)
Filed 2026-10-20
Briggs Wealth Management, Inc
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$347.2K (-$13.4K)
Filed 2026-10-26
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares1,007 from 915
Change+92 (+10%)
Value$346.5K (+$19.5K)
Filed 2026-10-14
Robinswood Financial LLC
INCREASED
Shares1,007 from 1,006
Change+1 (+0%)
Value$346.6K (-$13.1K)
Filed 2026-10-20
Entrust Financial LLC
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$346.3K (-$13.4K)
Filed 2026-11-04
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares1,000 from 1,146
Change-146 (-13%)
Value$344.1K (-$65.5K)
Filed 2026-10-21
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares1,000 from 957
Change+43 (+4%)
Value$344.1K (+$2.1K)
Filed 2026-10-26
Account Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$344.1K (-$13.3K)
Filed 2026-11-04
Rye Brook Capital LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$344.0K (-$13.0K)
Filed 2026-10-07
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$344.1K (-$13.3K)
Filed 2026-10-06
R2 Capital Strategies, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$344.1K (-$13.3K)
Filed 2026-10-15
Professional Financial Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$344.2K (-$13.1K)
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
DECREASED
Shares999 from 1,019
Change-20 (-2%)
Value$343.7K (-$20.4K)
Filed 2026-10-29
American State Bank (Iowa)
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$343.0K (-$13.3K)
Filed 2026-11-03
Flagstone Financial Management
UNCHANGED
Shares987 from 987
Change0 (0%)
Value$339.7K (-$13.1K)
Filed 2026-11-05
Invariant Investment Management
INCREASED
Shares985 from 657
Change+328 (+50%)
Value$338.3K (+$97.4K)
Filed 2026-10-08
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares982 from 981
Change+1 (+0%)
Value$338.1K (-$12.8K)
Filed 2026-10-19
Valpey Financial Services, LLC
DECREASED
Shares980 from 1,007
Change-27 (-3%)
Value$337.2K (-$22.7K)
Filed 2026-10-30
Prosperity Advisers, LLC
DECREASED
Shares980 from 986
Change-6 (-1%)
Value$337.2K (-$15.2K)
Filed 2026-10-28
Cordatus Wealth Management LLC
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$337.2K (-$13.0K)
Filed 2026-10-19
Mainsail Asset Management, LLC
DECREASED
Shares977 from 1,139
Change-162 (-14%)
Value$339.7K (-$55.2K)
Filed 2026-10-14
Great Point Wealth Advisors, LLC
DECREASED
Shares977 from 1,056
Change-79 (-7%)
Value$336.1K (-$41.2K)
Filed 2026-10-15
InvesTrust
DECREASED
Shares970 from 1,880
Change-910 (-48%)
Value$333.8K (-$338.1K)
Filed 2026-10-14
DBK Financial Counsel, LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$332.0K (-$12.8K)
Filed 2026-10-13
Graetz Wealth LLC
INCREASED
Shares963 from 856
Change+107 (+13%)
Value$331.3K (+$25.3K)
Filed 2026-10-27
Sterling Manor Financial, LLC
NEW
Shares960
Change+960
Value$330.3K
Filed 2026-10-21
Trellis Wealth Advisors LLC
DECREASED
Shares960 from 1,180
Change-220 (-19%)
Value$330.3K (-$91.4K)
Filed 2026-10-19
Squire Investment Management Company, LLC
INCREASED
Shares960 from 851
Change+109 (+13%)
Value$330.3K (+$26.2K)
Filed 2026-11-03
CFC Planning Co LLC
DECREASED
Shares956 from 979
Change-23 (-2%)
Value$329.0K (-$20.9K)
Filed 2026-10-28
Peck Wealth Management, LLC
DECREASED
Shares954 from 974
Change-20 (-2%)
Value$328.3K (-$19.8K)
Filed 2026-10-29
Kaydan Wealth Management, Inc.
DECREASED
Shares952 from 1,010
Change-58 (-6%)
Value$327.6K (-$33.4K)
Filed 2026-10-08
Maseco LLP
INCREASED
Shares951 from 846
Change+105 (+12%)
Value$327.3K (+$25.2K)
Filed 2026-10-27
Councilor Wealth, LLC
DECREASED
Shares950 from 1,116
Change-166 (-15%)
Value$326.9K (-$71.9K)
Filed 2026-10-09
GreatBanc Trust Co
DECREASED
Shares950 from 1,040
Change-90 (-9%)
Value$326.9K (-$44.8K)
Filed 2026-11-04
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares950 from 888
Change+62 (+7%)
Value$326.8K (+$9.5K)
Filed 2026-10-29
Client First Capital LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$327.0K (-$12.6K)
Filed 2026-10-22
HF Advisory Group, LLC
DECREASED
Shares945 from 1,139
Change-194 (-17%)
Value$325.2K (-$81.6K)
Filed 2026-10-09
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$324.8K (-$12.5K)
Filed 2026-11-02
Ted Buchan & Co
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$324.1K (-$12.5K)
Filed 2026-10-23
Swmg, LLC
INCREASED
Shares936 from 710
Change+226 (+32%)
Value$303.5K (+$48.2K)
Filed 2026-10-23
IMG Wealth Management, Inc.
INCREASED
Shares932 from 916
Change+16 (+2%)
Value$320.7K (-$6.7K)
Filed 2026-10-27
Bucket List Wealth Management, LLC
INCREASED
Shares931 from 858
Change+73 (+9%)
Value$320.4K (+$13.7K)
Filed 2026-10-22
Rebalance, LLC
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$319.7K (-$12.3K)
Filed 2026-10-22
A4 Wealth Advisors LLC
INCREASED
Shares928 from 661
Change+267 (+40%)
Value$319.3K (+$83.1K)
Filed 2026-10-20
Platt Investment Counsel, LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$319.3K (-$12.3K)
Filed 2026-10-07
Private Wealth Group, LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$318.6K (-$12.3K)
Filed 2026-10-19
Investors Asset Management of Georgia Inc
INCREASED
Shares925 from 905
Change+20 (+2%)
Value$318.4K (-$5.1K)
Filed 2026-10-20
Magnolia Wealth Management, LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$317.6K (-$12.3K)
Filed 2026-10-16
Partnership Wealth Management, LLC
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$316.9K (-$12.2K)
Filed 2026-10-05
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares920 from 968
Change-48 (-5%)
Value$316.6K (-$29.4K)
Filed 2026-10-16
Harbor Group, Inc.
DECREASED
Shares920 from 930
Change-10 (-1%)
Value$316.6K (-$15.8K)
Filed 2026-10-14
Ti-Trust, Inc
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$316.6K (-$12.2K)
Filed 2026-10-21
Daytona Street Capital LLC
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$317.3K (-$9.4K)
Filed 2026-10-15
New England Capital Financial Advisors LLC
DECREASED
Shares918 from 923
Change-5 (-1%)
Value$315.8K (-$13.9K)
Filed 2026-11-03
Phillip James Consulting Co.
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$314.8K (-$12.2K)
Filed 2026-11-03
Searcy Financial Services Inc
UNCHANGED
Shares914 from 914
Change0 (0%)
Value$314.3K (-$12.1K)
Filed 2026-10-07
Hudson Oak Wealth Advisory LLC
DECREASED
Shares913 from 917
Change-4 (0%)
Value$314.1K (-$13.6K)
Filed 2026-10-16
Belfer Management LLC
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$314.1K (-$12.1K)
Filed 2026-11-05
Goldenstone Wealth Management LLC
DECREASED
Shares912 from 956
Change-44 (-5%)
Value$313.9K (-$27.7K)
Filed 2026-11-04
Seek First Inc.
INCREASED
Shares911 from 910
Change+1 (+0%)
Value$313.3K (-$11.9K)
Filed 2026-10-27
Post Resch Tallon Group Inc.
INCREASED
Shares903 from 779
Change+124 (+16%)
Value$310.7K (+$32.3K)
Filed 2026-10-09
Slocum, Gordon & Co LLP
INCREASED
Shares903 from 901
Change+2 (+0%)
Value$310.7K (-$11.3K)
Filed 2026-10-19
BCK Partners, Inc.
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$310.7K (-$12.0K)
Filed 2026-10-23
Chapman Financial Group, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$309.7K (-$12.0K)
Filed 2026-10-26
Fidelity D & D Bancorp Inc
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$308.6K (-$11.9K)
Filed 2026-11-05
Milestone Asset Management, LLC
DECREASED
Shares896 from 1,001
Change-105 (-10%)
Value$308.3K (-$49.6K)
Filed 2026-10-15
Trace Wealth Advisors, LLC
DECREASED
Shares893 from 3,274
Change-2,381 (-73%)
Value$307.3K (-$862.8K)
Filed 2026-10-30
Letson Investment Management, Inc.
INCREASED
Shares891 from 853
Change+38 (+4%)
Value$306.6K (+$1.7K)
Filed 2026-11-05
Israel Discount Bank of New York
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$306.6K (-$11.8K)
Filed 2026-10-14
DWM Financial Group, Inc.
NEW
Shares890
Change+890
Value$306.2K
Filed 2026-10-28
Albert D Mason Inc
INCREASED
Shares886 from 864
Change+22 (+3%)
Value$304.9K (-$3.9K)
Filed 2026-10-27
Larry Mathis Financial Planning, LLC
DECREASED
Shares884 from 2,600
Change-1,716 (-66%)
Value$304.2K (-$625.0K)
Filed 2026-10-26
Aureum Wealth Management, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$302.8K (-$11.7K)
Filed 2026-10-15
Solutions 4 Wealth, Ltd
INCREASED
Shares879 from 839
Change+40 (+5%)
Value$302.5K (+$2.6K)
Filed 2026-11-03
Zenith Solutions, Inc.
INCREASED
Shares876 from 788
Change+88 (+11%)
Value$301.5K (+$19.9K)
Filed 2026-10-19
Guardian Wealth Advisors, LLC
NEW
Shares866
Change+866
Value$277.6K
Filed 2026-10-30
Sjbenen Advisory, LLC
NEW
Shares866
Change+866
Value$293.9K
Filed 2026-10-19
Main Line Retirement Advisors, LLC
DECREASED
Shares864 from 886
Change-22 (-2%)
Value$297.3K (-$19.3K)
Filed 2026-10-14
Brown Financial Advisory
INCREASED
Shares857 from 657
Change+200 (+30%)
Value$295.0K (+$60.1K)
Filed 2026-11-05
Buska Wealth Management, LLC
DECREASED
Shares854 from 875
Change-21 (-2%)
Value$293.7K (-$19.2K)
Filed 2026-10-08
Wellment Financial
NEW
Shares852
Change+852
Value$293.2K
Filed 2026-10-28
Aspect Partners, LLC
INCREASED
Shares845 from 744
Change+101 (+14%)
Value$290.9K (+$24.9K)
Filed 2026-10-20
Foronjy Financial LLC
INCREASED
Shares844 from 837
Change+7 (+1%)
Value$290.5K (-$8.7K)
Filed 2026-10-14
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$290.4K (-$11.2K)
Filed 2026-10-08
AmeriServ Wealth Advisors
DECREASED
Shares842 from 1,447
Change-605 (-42%)
Value$289.7K (-$227.4K)
Filed 2026-10-21
Echo Wealth Management, LLC
INCREASED
Shares840 from 738
Change+102 (+14%)
Value$289.0K (+$25.3K)
Filed 2026-10-15
Penney Financial, LLC
INCREASED
Shares838 from 829
Change+9 (+1%)
Value$288.3K (-$7.9K)
Filed 2026-10-20
Prosperity Planning, Inc.
DECREASED
Shares837 from 838
Change-1 (0%)
Value$288.0K (-$11.5K)
Filed 2026-10-09
Commonwealth Retirement Investments LLC
INCREASED
Shares836 from 638
Change+198 (+31%)
Value$287.6K (+$59.7K)
Filed 2026-10-26
Cassilly Financial Group LLC
INCREASED
Shares834 from 579
Change+255 (+44%)
Value$287.0K (+$80.0K)
Filed 2026-10-07
Independent Wealth Advisors LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$283.6K (-$10.9K)
Filed 2026-10-27
Narwhal Capital Management
DECREASED
Shares823 from 845
Change-22 (-3%)
Value$283.3K (-$18.8K)
Filed 2026-11-04
Ball & Co Wealth Management Inc.
DECREASED
Shares822 from 1,580
Change-758 (-48%)
Value$283.1K (-$280.9K)
Filed 2026-11-05
Adirondack Capital Advisors, LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$282.1K (-$10.9K)
Filed 2026-10-09
Home Federal Bank of Tennessee
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$282.1K (-$10.9K)
Filed 2026-10-15
Sugar Maple Asset Management, LLC
INCREASED
Shares819 from 697
Change+122 (+18%)
Value$281.8K (+$32.7K)
Filed 2026-10-13
Taylor Financial Group, Inc.
DECREASED
Shares818 from 1,224
Change-406 (-33%)
Value$281.5K (-$156.0K)
Filed 2026-11-02
Atlas Wealth Partners, LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$280.4K (-$10.8K)
Filed 2026-11-03
Bannerman Wealth Management Group, LLC
DECREASED
Shares812 from 868
Change-56 (-6%)
Value$279.4K (-$30.8K)
Filed 2026-10-09
Southern Capital Advisors, LLC
INCREASED
Shares811 from 801
Change+10 (+1%)
Value$278.9K (-$7.2K)
Filed 2026-10-26
Keating Investment Counselors Inc
INCREASED
Shares806 from 803
Change+3 (+0%)
Value$277.3K (-$9.6K)
Filed 2026-10-14
Praetorian Wealth Management, Inc.
NEW
Shares800
Change+800
Value$275.3K
Filed 2026-10-16
West Tower Group, LLC
DECREASED
Shares800 from 1,500
Change-700 (-47%)
Value$275.3K (-$260.8K)
Filed 2026-10-14
AtlasMark Financial, Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$275.3K (-$10.6K)
Filed 2026-10-13
Cherokee Insurance Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$275.3K (-$10.6K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
DECREASED
Shares799 from 853
Change-54 (-6%)
Value$275.0K (-$29.7K)
Filed 2026-11-04
Financial Planning Fort Collins, LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$272.5K (-$11.7K)
Filed 2026-10-16
Carroll Advisory Group, LLC
INCREASED
Shares791 from 688
Change+103 (+15%)
Value$272.3K (+$26.3K)
Filed 2026-10-16
Oceanside Advisors LLC
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$269.0K (-$10.4K)
Filed 2026-11-03
Sweeney & Michel, LLC
INCREASED
Shares781 from 740
Change+41 (+6%)
Value$268.7K (+$6.4K)
Filed 2026-10-16
Silver Lake Advisory, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$268.4K (-$10.2K)
Filed 2026-10-22
Sara-Bay Financial
DECREASED
Shares779 from 804
Change-25 (-3%)
Value$268.0K (-$19.3K)
Filed 2026-10-21
Uptown Financial Advisors LLC
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$267.7K (-$10.3K)
Filed 2026-10-15
McGrath & Associates, Inc.
INCREASED
Shares777 from 767
Change+10 (+1%)
Value$267.4K (-$6.8K)
Filed 2026-10-27
Ethos Capital Management, Inc.
DECREASED
Shares775 from 844
Change-69 (-8%)
Value$266.5K (-$35.2K)
Filed 2026-11-03
Retirement Investment Advisors, Inc.
INCREASED
Shares774 from 704
Change+70 (+10%)
Value$266.3K (+$18.2K)
Filed 2026-10-22
Kelly Financial Group LLC
NEW
Shares773
Change+773
Value$265.4K
Filed 2026-10-16
Wilkins Investment Counsel Inc
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$264.6K (-$10.2K)
Filed 2026-11-03
Retirement Wealth Solutions LLC
INCREASED
Shares767 from 486
Change+281 (+58%)
Value$264.1K (+$90.2K)
Filed 2026-10-07
Fortress Financial Group, LLC
INCREASED
Shares762 from 758
Change+4 (+1%)
Value$262.3K (-$8.6K)
Filed 2026-10-21
Hegarty Advisors, LLC
INCREASED
Shares760 from 680
Change+80 (+12%)
Value$261.5K (+$18.5K)
Filed 2026-10-20
Jordan Park Trust Co LLC
DECREASED
Shares760 from 785
Change-25 (-3%)
Value$261.5K (-$19.0K)
Filed 2026-10-19
Wisconsin Wealth Advisors, LLC
UNCHANGED
Shares757 from 757
Change0 (0%)
Value$260.5K (-$10.1K)
Filed 2026-10-08
Winebrenner Capital Management LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$259.8K (-$10.0K)
Filed 2026-10-07
Midwest Financial Network, LLC
DECREASED
Shares751 from 764
Change-13 (-2%)
Value$258.4K (-$14.7K)
Filed 2026-10-13
Tassel Capital Management, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$258.1K (-$10.0K)
Filed 2026-10-20
Kagan Cocozza Asset Management
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$257.7K (-$10.0K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
INCREASED
Shares748 from 672
Change+76 (+11%)
Value$257.5K (+$17.2K)
Filed 2026-10-13
Wallington Asset Management, LLC
INCREASED
Shares746 from 670
Change+76 (+11%)
Value$256.7K (+$17.2K)
Filed 2026-11-04
RTD Financial Advisors, Inc.
DECREASED
Shares745 from 1,405
Change-660 (-47%)
Value$256.3K (-$245.8K)
Filed 2026-10-09
Coquina Private Wealth LLC
DECREASED
Shares745 from 1,195
Change-450 (-38%)
Value$256.3K (-$170.7K)
Filed 2026-10-27
Trust Investment Advisors
INCREASED
Shares745 from 674
Change+71 (+11%)
Value$256.5K (+$15.5K)
Filed 2026-10-20
Gold Investment Management Ltd.
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$256.0K (-$9.9K)
Filed 2026-10-19
Dedeker Financial LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$256.0K (-$9.9K)
Filed 2026-10-23
Brown Capital Management LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$256.0K (-$9.9K)
Filed 2026-10-27
Lighthouse Financial LLC
NEW
Shares743
Change+743
Value$255.7K
Filed 2026-10-23
GEN Financial Management, Inc.
DECREASED
Shares740 from 858
Change-118 (-14%)
Value$254.6K (-$52.0K)
Filed 2026-10-13
Paragon Capital Management Ltd
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$254.6K (-$9.8K)
Filed 2026-10-09
KFG LLC
NEW
Shares737
Change+737
Value$253.6K
Filed 2026-11-02
Orba Wealth Advisors, L.L.C.
INCREASED
Shares735 from 698
Change+37 (+5%)
Value$252.9K (+$3.5K)
Filed 2026-10-23
Wealth Advisors Northwest LLC
DECREASED
Shares730 from 1,301
Change-571 (-44%)
Value$251.1K (-$213.7K)
Filed 2026-10-29
NIA Impact Advisors, LLC
DECREASED
Shares730 from 759
Change-29 (-4%)
Value$251.2K (-$20.1K)
Filed 2026-11-04
Applied Capital LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$251.2K (-$9.7K)
Filed 2026-10-07
Summer Road LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$251.2K (-$9.7K)
Filed 2026-11-05
Freedom Financial Partners LLC
INCREASED
Shares728 from 603
Change+125 (+21%)
Value$250.5K (+$35.1K)
Filed 2026-10-19
McMill Wealth Management
NEW
Shares727
Change+727
Value$250.1K
Filed 2026-11-05
Blvd Private Wealth, LLC
INCREASED
Shares727 from 661
Change+66 (+10%)
Value$250.0K (+$13.8K)
Filed 2026-10-14
Keenan, LLC
INCREASED
Shares724 from 711
Change+13 (+2%)
Value$249.1K (-$5.0K)
Filed 2026-10-23
Clarity Capital Advisors, LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$246.4K (-$9.5K)
Filed 2026-10-27
Bright Financial Advisors, Inc.
DECREASED
Shares714 from 716
Change-2 (0%)
Value$245.7K (-$10.2K)
Filed 2026-10-23
Crescent Sterling, Ltd.
DECREASED
Shares711 from 724
Change-13 (-2%)
Value$244.6K (-$14.1K)
Filed 2026-10-16
CGC Financial Services, LLC
DECREASED
Shares701 from 730
Change-29 (-4%)
Value$241.2K (-$19.7K)
Filed 2026-10-13
ETF Portfolio Partners, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$240.9K (-$9.3K)
Filed 2026-10-22
Sullivan Wood Capital Management LLC
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$240.6K (-$9.3K)
Filed 2026-10-13
Stewardship Concepts Financial Services LLC
NEW
Shares698
Change+698
Value$240.2K
Filed 2026-10-06
Milestones Private Investment Advisors LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$239.8K (-$9.3K)
Filed 2026-10-19
Park Edge Advisors, LLC
DECREASED
Shares696 from 764
Change-68 (-9%)
Value$239.5K (-$33.5K)
Filed 2026-10-28
Svrn Asset Management, LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$239.3K (-$9.2K)
Filed 2026-11-02
Pioneer Wealth Management Group
INCREASED
Shares693 from 589
Change+104 (+18%)
Value$238.6K (+$28.0K)
Filed 2026-10-09
Centerline Wealth Advisors, LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$237.8K (-$9.2K)
Filed 2026-10-15
OmniStar Financial Group, Inc.
INCREASED
Shares689 from 663
Change+26 (+4%)
Value$237.2K (-$82)
Filed 2026-10-26
Ramiah Investment Group
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$237.1K (-$9.2K)
Filed 2026-10-20
Wilsey Asset Management Inc
NEW
Shares688
Change+688
Value$236.8K
Filed 2026-10-21
Koenig Investment Advisory, LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$236.1K (-$9.1K)
Filed 2026-10-09
Ifrah Financial Services, Inc.
NEW
Shares685
Change+685
Value$235.8K
Filed 2026-10-13
Financial Guidance Group, Inc.
INCREASED
Shares684 from 587
Change+97 (+17%)
Value$235.4K (+$25.6K)
Filed 2026-10-21
International Private Wealth Advisors LLC
INCREASED
Shares683 from 663
Change+20 (+3%)
Value$235.2K (-$1.9K)
Filed 2026-11-05
Advantage Trust Co
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$234.0K (-$9.0K)
Filed 2026-10-19
SoundView Advisors Inc.
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$233.0K (-$8.0K)
Filed 2026-11-04
Global Wealth Management, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$230.9K (-$8.8K)
Filed 2026-10-15
AFG Fiduciary Services Limited Partnership
INCREASED
Shares668 from 661
Change+7 (+1%)
Value$236.3K (-$1.6K)
Filed 2026-10-21
Magnolia Capital Management LTD
DECREASED
Shares666 from 706
Change-40 (-6%)
Value$229.0K (-$23.0K)
Filed 2026-10-09
Prism Advisors, Inc.
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$232.0K (-$6.0K)
Filed 2026-10-09
Bullseye Investment Management, LLC
INCREASED
Shares665 from 663
Change+2 (+0%)
Value$228.8K (-$8.1K)
Filed 2026-10-29
Arbor Wealth Management Llc\az
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$228.1K (-$8.7K)
Filed 2026-10-20
New Perspectives, Inc
DECREASED
Shares661 from 681
Change-20 (-3%)
Value$227.4K (-$15.9K)
Filed 2026-10-14
Anderson Hoagland & Co
NEW
Shares650
Change+650
Value$210.8K
Filed 2026-10-23
Inlight Wealth Management, LLC
INCREASED
Shares648 from 647
Change+1 (+0%)
Value$222.8K (-$8.5K)
Filed 2026-10-21
Sentinel Advisory Group, LLC
INCREASED
Shares647 from 571
Change+76 (+13%)
Value$222.6K (+$18.6K)
Filed 2026-10-20
Arkansas Financial Group, Inc.
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$222.6K (-$8.6K)
Filed 2026-10-26
Kings Path Partners LLC
INCREASED
Shares646 from 546
Change+100 (+18%)
Value$222.3K (+$27.2K)
Filed 2026-10-21
Grantvest Financial Group LLC
INCREASED
Shares642 from 590
Change+52 (+9%)
Value$221.0K (+$10.1K)
Filed 2026-10-21
Gutierrez Wealth Advisory, LLC
NEW
Shares637
Change+637
Value$219.2K
Filed 2026-11-02
Englebert Financial Advisers, LLC
INCREASED
Shares635 from 609
Change+26 (+4%)
Value$218.4K (+$736)
Filed 2026-10-20
Wagner Wealth Management, Corp
DECREASED
Shares634 from 679
Change-45 (-7%)
Value$218.1K (-$24.5K)
Filed 2026-10-20
Stolz & Associates, PS
DECREASED
Shares632 from 661
Change-29 (-4%)
Value$217.5K (-$18.8K)
Filed 2026-11-05
DB&C Advisors, LLC
INCREASED
Shares632 from 627
Change+5 (+1%)
Value$217.5K (-$6.6K)
Filed 2026-10-26
Midwest Capital Advisors, LLC
INCREASED
Shares630 from 554
Change+76 (+14%)
Value$216.6K (+$18.8K)
Filed 2026-11-04
BancFirst Trust & Investment Management
DECREASED
Shares627 from 1,214
Change-587 (-48%)
Value$213.8K (-$215.6K)
Filed 2026-10-30
JIM Saulnier & Associates, LLC
DECREASED
Shares627 from 727
Change-100 (-14%)
Value$215.7K (-$44.1K)
Filed 2026-11-04
Sterling Investment Management, LLC
DECREASED
Shares627 from 628
Change-1 (0%)
Value$215.7K (-$8.7K)
Filed 2026-10-16
Continuum Wealth Advisors, LLC
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$215.4K (-$8.3K)
Filed 2026-10-20
Elco Management Co., LLC
DECREASED
Shares620 from 3,489
Change-2,869 (-82%)
Value$213.3K (-$1.0M)
Filed 2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED
Shares620 from 920
Change-300 (-33%)
Value$213.3K (-$115.4K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
DECREASED
Shares619 from 1,480
Change-861 (-58%)
Value$213.1K (-$316.2K)
Filed 2026-10-26
TMB Capital Partners, LLC
NEW
Shares617
Change+617
Value$212.3K
Filed 2026-10-20
Hippocratic Financial Advisors, LLC
NEW
Shares615
Change+615
Value$211.7K
Filed 2026-10-13
Brookmont Capital Management
NEW
Shares613
Change+613
Value$210.9K
Filed 2026-10-23
Legacy Advisory Services, LLC
NEW
Shares610
Change+610
Value$209.9K
Filed 2026-10-20
WT Wealth Management
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$209.5K (-$8.1K)
Filed 2026-10-13
Dahring | Cusmano LLC
INCREASED
Shares608 from 588
Change+20 (+3%)
Value$209.3K (-$765)
Filed 2026-11-03
FSA Wealth Partners, Inc.
NEW
Shares607
Change+607
Value$208.9K
Filed 2026-10-26
Summit Financial Consulting LLC
NEW
Shares606
Change+606
Value$208.5K
Filed 2026-10-15
ETF Store, Inc.
DECREASED
Shares605 from 671
Change-66 (-10%)
Value$208.0K (-$31.7K)
Filed 2026-10-19
Monetary Solutions, Ltd
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$208.2K (-$8.0K)
Filed 2026-10-22
NewCorp Financial Services, Inc.
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$207.5K (-$8.0K)
Filed 2026-10-14
WJ Wealth Management, LLC
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$207.1K (-$8.0K)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$206.8K (-$8.0K)
Filed 2026-10-22
Chung Wu Investment Group, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$206.4K (-$8.0K)
Filed 2026-11-03
Schaeffer Financial LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$206.4K (-$8.0K)
Filed 2026-10-23
Gordian Advisors LLC
INCREASED
Shares599 from 594
Change+5 (+1%)
Value$206.2K (-$6.1K)
Filed 2026-10-30
Prentiss Smith & Co Inc
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$205.8K (-$7.9K)
Filed 2026-10-27
Capital Wealth Management, LLC
DECREASED
Shares594 from 635
Change-41 (-6%)
Value$204.4K (-$22.5K)
Filed 2026-10-27
Portland Financial Advisors Inc
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$204.4K (-$7.9K)
Filed 2026-10-26
Commerce Advisors, LLC
INCREASED
Shares591 from 561
Change+30 (+5%)
Value$203.3K (+$2.9K)
Filed 2026-10-19
Ferguson Johnson Wealth Management Inc
DECREASED
Shares590 from 760
Change-170 (-22%)
Value$203.1K (-$67.9K)
Filed 2026-11-05
Mullaney, Keating & Wright, Inc.
INCREASED
Shares586 from 560
Change+26 (+5%)
Value$201.7K (+$1.5K)
Filed 2026-10-19
Xena Financial Planning, LLC
DECREASED
Shares585 from 625
Change-40 (-6%)
Value$201.3K (-$22.2K)
Filed 2026-10-13
Semitam Bonam LLC
DECREASED
Shares585 from 600
Change-15 (-2%)
Value$201.3K (-$13.1K)
Filed 2026-10-27
Mount Vernon Associates Inc
DECREASED
Shares585 from 600
Change-15 (-2%)
Value$201.0K (-$13.0K)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
DECREASED
Shares584 from 606
Change-22 (-4%)
Value$201.0K (-$15.5K)
Filed 2026-11-02
Clearview Wealth Management LLC
INCREASED
Shares571 from 567
Change+4 (+1%)
Value$202.0K (-$621)
Filed 2026-10-16
Steph & Co
INCREASED
Shares566 from 543
Change+23 (+4%)
Value$194.7K (+$697)
Filed 2026-10-07
John Boyer, Inc.
NEW
Shares546
Change+546
Value$177.7K
Filed 2026-10-27
Cedar Mountain Advisors, LLC
DECREASED
Shares540 from 616
Change-76 (-12%)
Value$185.9K (-$34.3K)
Filed 2026-10-15
Cdkv Holdings LLC
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$184.1K (-$7.1K)
Filed 2026-10-28
Strategic Advocates LLC
INCREASED
Shares526 from 403
Change+123 (+31%)
Value$181.0K (+$37.0K)
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares509
Change+509
Value$175.3K
Filed 2026-10-30
Sunrise Financial Services, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$175.1K (-$6.8K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
DECREASED
Shares506 from 511
Change-5 (-1%)
Value$174.1K (-$8.5K)
Filed 2026-10-26
Pier 88 Investment Partners LLC
DECREASED
Shares500 from 900
Change-400 (-44%)
Value$172.0K (-$149.6K)
Filed 2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$165.2K (-$6.4K)
Filed 2026-10-14
American Capital Advisory, LLC
DECREASED
Shares474 from 484
Change-10 (-2%)
Value$163.1K (-$9.9K)
Filed 2026-10-28
Navigoe, LLC
DECREASED
Shares471 from 480
Change-9 (-2%)
Value$162.0K (-$9.0K)
Filed 2026-11-04
Glynn Capital Management LLC
INCREASED
Shares458 from 397
Change+61 (+15%)
Value$157.6K (+$15.7K)
Filed 2026-10-07
MB, Levis & Associates, LLC
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$153.6K (-$5.8K)
Filed 2026-10-16
Provident Wealth Management, LLC
DECREASED
Shares440 from 1,798
Change-1,358 (-76%)
Value$151.4K (-$491.2K)
Filed 2026-10-20
Compound Global Advisors, LLC
DECREASED
Shares420 from 450
Change-30 (-7%)
Value$144.5K (-$16.3K)
Filed 2026-10-20
Cornerstone National Bank & Trust Co
INCREASED
Shares412 from 280
Change+132 (+47%)
Value$139.4K (+$38.2K)
Filed 2026-10-20
Wealth Analytics Partners, LLC
NEW
Shares411
Change+411
Value$141.5K
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
NEW
Shares394
Change+394
Value$135.6K
Filed 2026-11-05
Bayban
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$137.2K ($0)
Filed 2026-11-05
Mountain Hill Investment Partners Corp.
DECREASED
Shares356 from 405
Change-49 (-12%)
Value$122.5K (-$22.2K)
Filed 2026-10-23
Prudent Man Investment Management, Inc.
DECREASED
Shares356 from 389
Change-33 (-8%)
Value$122.5K (+$736)
Filed 2026-11-03
Catherine Avery Investment Management LLC
INCREASED
Shares339 from 334
Change+5 (+2%)
Value$116.6K (-$2.7K)
Filed 2026-10-14
Friedenthal Financial
DECREASED
Shares338 from 3,180
Change-2,842 (-89%)
Value$116.4K (-$1.0M)
Filed 2026-10-27
Financially Speaking Inc
DECREASED
Shares330 from 383
Change-53 (-14%)
Value$113.5K (+$3.4K)
Filed 2026-11-05
Access Investment Management LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$113.5K (-$4.4K)
Filed 2026-10-23
Kentucky Trust Co
INCREASED
Shares326 from 235
Change+91 (+39%)
Value$112.2K (+$28.2K)
Filed 2026-10-15
Carolina Wealth Advisors, LLC
INCREASED
Shares323 from 311
Change+12 (+4%)
Value$111.1K (-$4)
Filed 2026-10-23
Fiduciary Advisors, Inc.
INCREASED
Shares313 from 239
Change+74 (+31%)
Value$107.7K (+$22.3K)
Filed 2026-10-16
Vision Financial Markets LLC
INCREASED
Shares300 from 200
Change+100 (+50%)
Value$103.2K (+$31.8K)
Filed 2026-10-22
Richardson Capital Management LLC
INCREASED
Shares298 from 291
Change+7 (+2%)
Value$102.5K (-$1.5K)
Filed 2026-10-23
NorthAvenue LLC
DECREASED
Shares296 from 302
Change-6 (-2%)
Value$102.0K (-$6.1K)
Filed 2026-10-29
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares276 from 337
Change-61 (-18%)
Value$95.0K (-$25.2K)
Filed 2026-10-07
Sellwood Investment Partners LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$89.8K (-$3.5K)
Filed 2026-11-03
Lipe & Dalton
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$88.0K (-$4.0K)
Filed 2026-10-15
POM Investment Strategies, LLC
INCREASED
Shares242 from 55
Change+187 (+340%)
Value$83.3K (+$63.6K)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
INCREASED
Shares225 from 223
Change+2 (+1%)
Value$77.5K (-$2.3K)
Filed 2026-10-14
3 Factor Indexing, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$76.4K (-$3.0K)
Filed 2026-10-15
Reicon Wealth Advisors, LLC
DECREASED
Shares205 from 210
Change-5 (-2%)
Value$70.5K (-$4.5K)
Filed 2026-11-04
Newton One Investments LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$68.9K (-$2.7K)
Filed 2026-10-14
NBZ Investment Advisors LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$67.7K (-$2.6K)
Filed 2026-10-30
PayPay Securities Corp
DECREASED
Shares192 from 195
Change-3 (-2%)
Value$66.1K (-$3.6K)
Filed 2026-10-27
One River Asset Management, LLC
NEW
Shares191
Change+191
Value$65.7K
Filed 2026-10-21
Miller Wealth Advisors, LLC
DECREASED
Shares187 from 225
Change-38 (-17%)
Value$64.3K (-$16.1K)
Filed 2026-11-02
Frankly Finances, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$61.9K (-$2.4K)
Filed 2026-10-28
Transce3nd, LLC
INCREASED
Shares154 from 18
Change+136 (+756%)
Value$51.6K (+$45.1K)
Filed 2026-10-26
Decker Retirement Planning Inc.
DECREASED
Shares143 from 317
Change-174 (-55%)
Value$49.0K (-$64.1K)
Filed 2026-10-19
Sima Wealth Partners, LLC
DECREASED
Shares143 from 170
Change-27 (-16%)
Value$49.2K (-$11.5K)
Filed 2026-10-19
Maryland Capital Advisors Inc.
DECREASED
Shares141 from 142
Change-1 (-1%)
Value$48.5K (-$2.2K)
Filed 2026-10-15
Intelligent Financial Strategies
NEW
Shares118
Change+118
Value$40.6K
Filed 2026-10-16
Bernzott Capital Advisors
NEW
Shares114
Change+114
Value$39.2K
Filed 2026-10-29
Horrell Capital Management, Inc.
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$38.2K (-$1.5K)
Filed 2026-10-08
Bayforest Capital Ltd
INCREASED
Shares110 from 7
Change+103 (+1471%)
Value$37.8K (+$35.3K)
Filed 2026-11-03
Spurstone Advisory Services, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$30.4K (-$2.1K)
Filed 2026-11-02
Whipplewood Advisors, LLC
DECREASED
Shares85 from 253
Change-168 (-66%)
Value$29.2K (-$61.2K)
Filed 2026-10-20
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares79 from 130
Change-51 (-39%)
Value$27.2K (-$19.3K)
Filed 2026-10-21
Paladin Partners, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$24.1K (-$930)
Filed 2026-10-06
Essex Investment Management Co LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$21.3K (-$824)
Filed 2026-10-19
Baer Investment Advisory LLC
NEW
Shares50
Change+50
Value$17.2K
Filed 2026-10-13
USA Financial Formulas
NEW
Shares35
Change+35
Value$12.0K
Filed 2026-10-16
Tributary Capital Management, LLC
NEW
Shares32
Change+32
Value$11.0K
Filed 2026-10-28
Networth Advisors, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$10.7K (-$405)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares20
Change+20
Value$6.9K
Filed 2026-10-28
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$5.9K (-$226)
Filed 2026-10-29
MilWealth Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$345 (-$13)
Filed 2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$341 (-$19)
Filed 2026-11-04
4Thought Financial Group Inc.
NEW
Shares0
Change0
Value$89
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 368,241
Change-368,241 (-100%)
Value$0 (-$131.6M)
Filed 2026-11-04
BSN Capital Partners Ltd
CLOSED
Shares0 from 271,250
Change-271,250 (-100%)
Value$0 (-$94.9M)
Filed 2026-10-23
City of London Investment Management Co LTD
CLOSED
Shares0 from 58,975
Change-58,975 (-100%)
Value$0 (-$21.1M)
Filed 2026-10-30
Herald Investment Management Ltd
CLOSED
Shares0 from 44,100
Change-44,100 (-100%)
Value$0 (-$15.7M)
Filed 2026-10-05
Linden Rose Investment LLC
CLOSED
Shares0 from 28,379
Change-28,379 (-100%)
Value$0 (-$10.1M)
Filed 2026-11-03
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 24,900
Change-24,900 (-100%)
Value$0 (-$8.8M)
Filed 2026-10-30
Artemis Wealth Advisors, LLC
CLOSED
Shares0 from 24,550
Change-24,550 (-100%)
Value$0 (-$8.8M)
Filed 2026-11-05
Donoghue Forlines LLC
CLOSED
Shares0 from 17,341
Change-17,341 (-100%)
Value$0 (-$6.2M)
Filed 2026-11-02
DBA Trading, LLC
CLOSED
Shares0 from 10,200
Change-10,200 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-04
Patton Fund Management, Inc.
CLOSED
Shares0 from 8,778
Change-8,778 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-13
Hussman Strategic Advisors, Inc.
CLOSED
Shares0 from 8,400
Change-8,400 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-02
WBI Investments, LLC
CLOSED
Shares0 from 8,302
Change-8,302 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
Arbor Capital Management Inc
CLOSED
Shares0 from 8,056
Change-8,056 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-21
Miura Global Management, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-05
Monashee Investment Management LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-06
Newport Capital Group, LLC
CLOSED
Shares0 from 5,097
Change-5,097 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-16
First Security Investment Management, Inc.
CLOSED
Shares0 from 5,019
Change-5,019 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 3,656
Change-3,656 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Flavin Financial Services, Inc.
CLOSED
Shares0 from 3,135
Change-3,135 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Capstone Capital Management Ltd
CLOSED
Shares0 from 2,490
Change-2,490 (-100%)
Value$0 (-$889.9K)
Filed 2026-10-21
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 2,347
Change-2,347 (-100%)
Value$0 (-$838.6K)
Filed 2026-10-07
Praxis Capital Management LLC
CLOSED
Shares0 from 2,130
Change-2,130 (-100%)
Value$0 (-$761.2K)
Filed 2026-10-16
Verus Wealth Management, LLC
CLOSED
Shares0 from 2,047
Change-2,047 (-100%)
Value$0 (-$731.5K)
Filed 2026-10-13
Northern Financial Advisors Inc
CLOSED
Shares0 from 2,044
Change-2,044 (-100%)
Value$0 (-$730.3K)
Filed 2026-10-29
Sunesis Advisors, LLC
CLOSED
Shares0 from 1,560
Change-1,560 (-100%)
Value$0 (-$557.5K)
Filed 2026-10-26
Tabr Capital Management, LLC
CLOSED
Shares0 from 1,388
Change-1,388 (-100%)
Value$0 (-$496.1K)
Filed 2026-10-20
Melone Private Wealth, LLC
CLOSED
Shares0 from 1,381
Change-1,381 (-100%)
Value$0 (-$493.4K)
Filed 2026-10-16
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,081
Change-1,081 (-100%)
Value$0 (-$386.3K)
Filed 2026-11-02
Blue Capital, Inc.
CLOSED
Shares0 from 903
Change-903 (-100%)
Value$0 (-$322.7K)
Filed 2026-10-13
Moneywise, Inc.
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$308.9K)
Filed 2026-10-30
One Advisory Partners, LLC
CLOSED
Shares0 from 857
Change-857 (-100%)
Value$0 (-$306.3K)
Filed 2026-10-22
Corepath Wealth Partners LLC
CLOSED
Shares0 from 729
Change-729 (-100%)
Value$0 (-$263.8K)
Filed 2026-10-21
Strategic Equity Management
CLOSED
Shares0 from 726
Change-726 (-100%)
Value$0 (-$259.4K)
Filed 2026-11-04
McCollum Christoferson Group LLC
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$246.9K)
Filed 2026-10-13
RPG Investment Advisory, LLC
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$246.6K)
Filed 2026-10-21
Arlington Partners LLC
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-20
Centennial Advisors, LLC
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-21
Sharper & Granite LLC
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$224.8K)
Filed 2026-11-02
Portfolio Design Labs, LLC
CLOSED
Shares0 from 621
Change-621 (-100%)
Value$0 (-$221.9K)
Filed 2026-11-04
KWB Wealth
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$216.1K)
Filed 2026-10-16
Bedminster, LLC
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$214.1K)
Filed 2026-11-04
Selby Wealth Management, LLC
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-16
Whitcomb & Hess, Inc.
CLOSED
Shares0 from 581
Change-581 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-07
LWM Advisors Inc
CLOSED
Shares0 from 581
Change-581 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-08
Argyle Capital Management, LLC
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-28
Stephenson & Company, Inc.
CLOSED
Shares0 from 578
Change-578 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-30
6th Street Advisors, LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-14
FC Advisory LLC
CLOSED
Shares0 from 574
Change-574 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-05
Plus Group Wealth Advisors LLC
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-19
Vaughan & Co Securities, Inc.
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-23
Sims Investment Management, LLC
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$148.5K)
Filed 2026-10-13
Portfolio Resources Advisor Group, Inc.
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$91.8K)
Filed 2026-10-20
Bulwark Capital Corp
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$21.1K)
Filed 2026-10-13
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.5M (-$158.7K)
Filed 2026-10-22
Beacon Capital Management, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$166 (-$6)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3.7M (+$343.8K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 460,972,803
Change-460,972,803 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 382,951,664
Change-382,951,664 (-100%)
Value—
FMR LLC
N/A
Shares— from 250,714,005
Change-250,714,005 (-100%)
Value—
State Street Corp
N/A
Shares— from 238,977,259
Change-238,977,259 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 150,078,198
Change-150,078,198 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 120,511,301
Change-120,511,301 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 101,316,099
Change-101,316,099 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 98,896,291
Change-98,896,291 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 91,919,476
Change-91,919,476 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 91,277,658
Change-91,277,658 (-100%)
Value—
Norges Bank
N/A
Shares— from 80,931,418
Change-80,931,418 (-100%)
Value—
Berkshire Hathaway Inc
N/A
Shares— from 78,791,167
Change-78,791,167 (-100%)
Value—
Capital World Investors
N/A
Shares— from 73,349,871
Change-73,349,871 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 72,422,160
Change-72,422,160 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 65,524,743
Change-65,524,743 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 62,527,250
Change-62,527,250 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 58,584,981
Change-58,584,981 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 44,688,569
Change-44,688,569 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 44,403,614
Change-44,403,614 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 40,980,558
Change-40,980,558 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 39,989,840
Change-39,989,840 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 37,212,257
Change-37,212,257 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 36,615,412
Change-36,615,412 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 33,694,019
Change-33,694,019 (-100%)
Value—
Amundi
N/A
Shares— from 33,203,350
Change-33,203,350 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 32,174,962
Change-32,174,962 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 31,851,371
Change-31,851,371 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 30,552,576
Change-30,552,576 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 29,187,481
Change-29,187,481 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 28,694,648
Change-28,694,648 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,323,537
Change-25,323,537 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 22,072,353
Change-22,072,353 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 22,003,226
Change-22,003,226 (-100%)
Value—
Capital International Investors
N/A
Shares— from 20,235,313
Change-20,235,313 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,231,162
Change-19,231,162 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 18,809,377
Change-18,809,377 (-100%)
Value—
Barclays PLC
N/A
Shares— from 17,627,469
Change-17,627,469 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 17,554,000
Change-17,554,000 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 17,217,854
Change-17,217,854 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 16,841,559
Change-16,841,559 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 16,612,890
Change-16,612,890 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 16,420,760
Change-16,420,760 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 14,972,649
Change-14,972,649 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 14,859,769
Change-14,859,769 (-100%)
Value—
National Pension Service
N/A
Shares— from 13,098,297
Change-13,098,297 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 12,977,853
Change-12,977,853 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 12,972,980
Change-12,972,980 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,950,768
Change-12,950,768 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 12,662,116
Change-12,662,116 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 12,083,544
Change-12,083,544 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 11,728,197
Change-11,728,197 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 11,527,990
Change-11,527,990 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 11,397,542
Change-11,397,542 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 11,329,982
Change-11,329,982 (-100%)
Value—
FIL Ltd
N/A
Shares— from 10,950,613
Change-10,950,613 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 10,777,820
Change-10,777,820 (-100%)
Value—
Dodge & COX
N/A
Shares— from 10,658,860
Change-10,658,860 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,538,377
Change-10,538,377 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10,284,105
Change-10,284,105 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 9,967,022
Change-9,967,022 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,896,252
Change-9,896,252 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 9,273,694
Change-9,273,694 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 9,162,930
Change-9,162,930 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,098,048
Change-9,098,048 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 8,898,867
Change-8,898,867 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 8,844,847
Change-8,844,847 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 8,667,297
Change-8,667,297 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 8,399,449
Change-8,399,449 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 8,391,591
Change-8,391,591 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 7,915,724
Change-7,915,724 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 7,498,538
Change-7,498,538 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,477,002
Change-7,477,002 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 7,081,882
Change-7,081,882 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6,895,890
Change-6,895,890 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 6,878,557
Change-6,878,557 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,840,617
Change-6,840,617 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,684,114
Change-6,684,114 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,628,784
Change-6,628,784 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 6,535,177
Change-6,535,177 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 6,498,188
Change-6,498,188 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 6,264,999
Change-6,264,999 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 6,207,074
Change-6,207,074 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 6,132,636
Change-6,132,636 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 6,105,790
Change-6,105,790 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 6,059,286
Change-6,059,286 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,991,568
Change-5,991,568 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 5,843,646
Change-5,843,646 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 5,805,687
Change-5,805,687 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 5,761,084
Change-5,761,084 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,746,787
Change-5,746,787 (-100%)
Value—
Aviva PLC
N/A
Shares— from 5,743,742
Change-5,743,742 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 5,534,119
Change-5,534,119 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,404,045
Change-5,404,045 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 5,279,164
Change-5,279,164 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 5,269,086
Change-5,269,086 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 5,207,900
Change-5,207,900 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 5,166,046
Change-5,166,046 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 5,097,785
Change-5,097,785 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,985,338
Change-4,985,338 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 4,893,397
Change-4,893,397 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 4,856,251
Change-4,856,251 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 4,751,760
Change-4,751,760 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,585,539
Change-4,585,539 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 4,483,346
Change-4,483,346 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 4,480,476
Change-4,480,476 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,465,593
Change-4,465,593 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 4,398,808
Change-4,398,808 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 4,331,226
Change-4,331,226 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,252,828
Change-4,252,828 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,130,802
Change-4,130,802 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 4,130,545
Change-4,130,545 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,016,880
Change-4,016,880 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,986,004
Change-3,986,004 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,971,630
Change-3,971,630 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 3,932,579
Change-3,932,579 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,825,184
Change-3,825,184 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 3,806,301
Change-3,806,301 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 3,795,342
Change-3,795,342 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 3,749,074
Change-3,749,074 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 3,719,199
Change-3,719,199 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 3,686,368
Change-3,686,368 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,643,071
Change-3,643,071 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,589,269
Change-3,589,269 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,561,195
Change-3,561,195 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 3,546,433
Change-3,546,433 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,520,113
Change-3,520,113 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,501,923
Change-3,501,923 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 3,418,072
Change-3,418,072 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 3,363,057
Change-3,363,057 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 3,241,156
Change-3,241,156 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 3,205,944
Change-3,205,944 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 3,203,929
Change-3,203,929 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 3,193,945
Change-3,193,945 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 3,193,600
Change-3,193,600 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 3,191,012
Change-3,191,012 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,110,906
Change-3,110,906 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 3,105,936
Change-3,105,936 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,990,581
Change-2,990,581 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,971,186
Change-2,971,186 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,963,318
Change-2,963,318 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 2,949,453
Change-2,949,453 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 2,937,160
Change-2,937,160 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 2,921,914
Change-2,921,914 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 2,808,512
Change-2,808,512 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,775,443
Change-2,775,443 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,745,323
Change-2,745,323 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 2,694,538
Change-2,694,538 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,668,769
Change-2,668,769 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 2,607,440
Change-2,607,440 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,575,811
Change-2,575,811 (-100%)
Value—
Himalaya Capital Management LLC
N/A
Shares— from 2,543,300
Change-2,543,300 (-100%)
Value—
Man Group plc
N/A
Shares— from 2,459,575
Change-2,459,575 (-100%)
Value—
TCI Fund Management LtdA
N/A
Shares— from 2,457,000
Change-2,457,000 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,408,986
Change-2,408,986 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,402,621
Change-2,402,621 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 2,396,352
Change-2,396,352 (-100%)
Value—
Starlite Capital Inc
N/A
Shares— from 2,386,147
Change-2,386,147 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,344,411
Change-2,344,411 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 2,340,624
Change-2,340,624 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,317,438
Change-2,317,438 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,274,509
Change-2,274,509 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,246,651
Change-2,246,651 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 2,230,900
Change-2,230,900 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,213,803
Change-2,213,803 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,210,932
Change-2,210,932 (-100%)
Value—
Natixis
N/A
Shares— from 2,209,068
Change-2,209,068 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 2,203,224
Change-2,203,224 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 2,200,890
Change-2,200,890 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 2,122,475
Change-2,122,475 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,086,559
Change-2,086,559 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,004,159
Change-2,004,159 (-100%)
Value—
Generation Investment Management LLP
N/A
Shares— from 1,997,385
Change-1,997,385 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,996,414
Change-1,996,414 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 1,994,274
Change-1,994,274 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 1,991,007
Change-1,991,007 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,989,774
Change-1,989,774 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,948,292
Change-1,948,292 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,936,794
Change-1,936,794 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,918,321
Change-1,918,321 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,918,015
Change-1,918,015 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 1,887,709
Change-1,887,709 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,879,745
Change-1,879,745 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,835,129
Change-1,835,129 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 1,831,473
Change-1,831,473 (-100%)
Value—
Greenwoods Asset Management Hong Kong Ltd.
N/A
Shares— from 1,810,357
Change-1,810,357 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,807,046
Change-1,807,046 (-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—
Scotia Capital Inc.
N/A
Shares— from 1,793,633
Change-1,793,633 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,793,341
Change-1,793,341 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,787,060
Change-1,787,060 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,776,123
Change-1,776,123 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 1,773,354
Change-1,773,354 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,760,443
Change-1,760,443 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,754,610
Change-1,754,610 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,729,125
Change-1,729,125 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 1,712,544
Change-1,712,544 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,605,150
Change-1,605,150 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,598,941
Change-1,598,941 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 1,570,599
Change-1,570,599 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,569,753
Change-1,569,753 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,564,152
Change-1,564,152 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,561,902
Change-1,561,902 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 1,549,806
Change-1,549,806 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 1,528,522
Change-1,528,522 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,523,852
Change-1,523,852 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,517,107
Change-1,517,107 (-100%)
Value—
Kensico Capital Management Corp
N/A
Shares— from 1,509,500
Change-1,509,500 (-100%)
Value—
Shanda Asset Management Holdings Ltd
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,491,861
Change-1,491,861 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,486,097
Change-1,486,097 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,479,067
Change-1,479,067 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 1,415,721
Change-1,415,721 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,410,660
Change-1,410,660 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 1,408,518
Change-1,408,518 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,371,848
Change-1,371,848 (-100%)
Value—
Abrams Capital Management, L.P.
N/A
Shares— from 1,370,495
Change-1,370,495 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,344,465
Change-1,344,465 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,322,176
Change-1,322,176 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,312,096
Change-1,312,096 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,305,569
Change-1,305,569 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,273,078
Change-1,273,078 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,264,162
Change-1,264,162 (-100%)
Value—
Stockbridge Partners LLC
N/A
Shares— from 1,252,838
Change-1,252,838 (-100%)
Value—
Fenelon Opportunity Fund Inc.
N/A
Shares— from 1,245,378
Change-1,245,378 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,243,527
Change-1,243,527 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,239,374
Change-1,239,374 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,216,104
Change-1,216,104 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,198,126
Change-1,198,126 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,195,520
Change-1,195,520 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,189,994
Change-1,189,994 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,181,741
Change-1,181,741 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 1,154,334
Change-1,154,334 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,150,436
Change-1,150,436 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,148,261
Change-1,148,261 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,139,780
Change-1,139,780 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,135,205
Change-1,135,205 (-100%)
Value—
Voyager Global Management LP
N/A
Shares— from 1,125,000
Change-1,125,000 (-100%)
Value—
Jericho Capital Asset Management L.P.
N/A
Shares— from 1,118,000
Change-1,118,000 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 1,114,200
Change-1,114,200 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,110,108
Change-1,110,108 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,109,203
Change-1,109,203 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,103,268
Change-1,103,268 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,101,393
Change-1,101,393 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,097,913
Change-1,097,913 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,082,743
Change-1,082,743 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,081,872
Change-1,081,872 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,060,925
Change-1,060,925 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 1,050,156
Change-1,050,156 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,048,556
Change-1,048,556 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,047,114
Change-1,047,114 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 1,045,281
Change-1,045,281 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,035,306
Change-1,035,306 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,034,127
Change-1,034,127 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,032,816
Change-1,032,816 (-100%)
Value—
Third Point LLCA
N/A
Shares— from 1,025,000
Change-1,025,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,023,781
Change-1,023,781 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 1,013,951
Change-1,013,951 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,003,455
Change-1,003,455 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,000,296
Change-1,000,296 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 984,691
Change-984,691 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 983,532
Change-983,532 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 978,356
Change-978,356 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 966,358
Change-966,358 (-100%)
Value—
&partners
N/A
Shares— from 959,152
Change-959,152 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 948,035
Change-948,035 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 947,287
Change-947,287 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 929,030
Change-929,030 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 925,275
Change-925,275 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 917,959
Change-917,959 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 907,443
Change-907,443 (-100%)
Value—
Boston Partners
N/A
Shares— from 906,580
Change-906,580 (-100%)
Value—
Anomaly Capital Management, LP
N/A
Shares— from 899,813
Change-899,813 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 898,595
Change-898,595 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 894,895
Change-894,895 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 892,328
Change-892,328 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 884,698
Change-884,698 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 882,118
Change-882,118 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 874,976
Change-874,976 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 874,716
Change-874,716 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 872,843
Change-872,843 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 860,323
Change-860,323 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 856,143
Change-856,143 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 850,206
Change-850,206 (-100%)
Value—
LBP AM SA
N/A
Shares— from 846,920
Change-846,920 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 845,464
Change-845,464 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 844,533
Change-844,533 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 842,763
Change-842,763 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 838,532
Change-838,532 (-100%)
Value—
Longview Partners (Guernsey) LTD
N/A
Shares— from 827,249
Change-827,249 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 801,791
Change-801,791 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 797,098
Change-797,098 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 797,067
Change-797,067 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 755,022
Change-755,022 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 754,511
Change-754,511 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 754,395
Change-754,395 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 753,159
Change-753,159 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 752,247
Change-752,247 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 741,852
Change-741,852 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 738,300
Change-738,300 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 737,218
Change-737,218 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 734,541
Change-734,541 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 723,493
Change-723,493 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 718,050
Change-718,050 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 705,353
Change-705,353 (-100%)
Value—
Contour Asset Management LLC
N/A
Shares— from 691,832
Change-691,832 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 680,229
Change-680,229 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 677,951
Change-677,951 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 673,520
Change-673,520 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 669,062
Change-669,062 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 656,486
Change-656,486 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 655,999
Change-655,999 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 649,331
Change-649,331 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 648,997
Change-648,997 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 641,522
Change-641,522 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 639,157
Change-639,157 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 636,973
Change-636,973 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 636,436
Change-636,436 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 628,449
Change-628,449 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 627,630
Change-627,630 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 626,552
Change-626,552 (-100%)
Value—
Munro Partners
N/A
Shares— from 623,657
Change-623,657 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 615,674
Change-615,674 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 608,734
Change-608,734 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 599,870
Change-599,870 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 598,293
Change-598,293 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 596,286
Change-596,286 (-100%)
Value—
Rovida Investment Management Ltd
N/A
Shares— from 591,000
Change-591,000 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 582,524
Change-582,524 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 574,912
Change-574,912 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 570,022
Change-570,022 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 570,006
Change-570,006 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 568,954
Change-568,954 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 564,783
Change-564,783 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 558,963
Change-558,963 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 557,702
Change-557,702 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 554,564
Change-554,564 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 548,519
Change-548,519 (-100%)
Value—
Bamco Inc
N/A
Shares— from 546,232
Change-546,232 (-100%)
Value—
Pggm Investments
N/A
Shares— from 543,993
Change-543,993 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 538,605
Change-538,605 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 532,296
Change-532,296 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 531,615
Change-531,615 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 528,907
Change-528,907 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 528,244
Change-528,244 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 527,900
Change-527,900 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 525,750
Change-525,750 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 525,573
Change-525,573 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 518,922
Change-518,922 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 518,053
Change-518,053 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 511,579
Change-511,579 (-100%)
Value—
FJ Investments, LLC
N/A
Shares— from 508,140
Change-508,140 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 507,093
Change-507,093 (-100%)
Value—
Gladstone Capital Management LLP
N/A
Shares— from 503,113
Change-503,113 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 498,268
Change-498,268 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 495,262
Change-495,262 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 493,428
Change-493,428 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 492,227
Change-492,227 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 488,296
Change-488,296 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 488,051
Change-488,051 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 485,504
Change-485,504 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 482,626
Change-482,626 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 475,105
Change-475,105 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 472,495
Change-472,495 (-100%)
Value—
Allianz SE
N/A
Shares— from 469,666
Change-469,666 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 465,896
Change-465,896 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 462,160
Change-462,160 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 454,539
Change-454,539 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 443,092
Change-443,092 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 441,880
Change-441,880 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 436,781
Change-436,781 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 431,649
Change-431,649 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 430,657
Change-430,657 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 426,036
Change-426,036 (-100%)
Value—
Keywise Capital Management (HK) Ltd
N/A
Shares— from 424,340
Change-424,340 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 418,860
Change-418,860 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 415,147
Change-415,147 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 407,843
Change-407,843 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 407,542
Change-407,542 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 407,173
Change-407,173 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 402,051
Change-402,051 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 401,804
Change-401,804 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 400,948
Change-400,948 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 400,684
Change-400,684 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 400,109
Change-400,109 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Central Securities Corp
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 398,195
Change-398,195 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 397,783
Change-397,783 (-100%)
Value—
Capital Impact Advisors, LLC
N/A
Shares— from 396,788
Change-396,788 (-100%)
Value—
Greenbrier Partners Capital Management, LLC
N/A
Shares— from 395,307
Change-395,307 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 389,263
Change-389,263 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 382,963
Change-382,963 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 382,883
Change-382,883 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 377,687
Change-377,687 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 375,359
Change-375,359 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 374,732
Change-374,732 (-100%)
Value—
Summitry LLC
N/A
Shares— from 373,263
Change-373,263 (-100%)
Value—
Golden Unicorn (BVI) Ltd
N/A
Shares— from 372,830
Change-372,830 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 370,302
Change-370,302 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 369,465
Change-369,465 (-100%)
Value—
Prudential PLC
N/A
Shares— from 368,131
Change-368,131 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 367,687
Change-367,687 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 364,646
Change-364,646 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 363,754
Change-363,754 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 362,685
Change-362,685 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 357,905
Change-357,905 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 355,467
Change-355,467 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 355,041
Change-355,041 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 351,966
Change-351,966 (-100%)
Value—
Stephens Inc
N/A
Shares— from 351,331
Change-351,331 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 350,882
Change-350,882 (-100%)
Value—
Styrax Capital, LP
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 349,104
Change-349,104 (-100%)
Value—
Allstate Corp
N/A
Shares— from 348,551
Change-348,551 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 347,104
Change-347,104 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 344,078
Change-344,078 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 342,803
Change-342,803 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 341,340
Change-341,340 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 339,733
Change-339,733 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 336,735
Change-336,735 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 336,300
Change-336,300 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 329,182
Change-329,182 (-100%)
Value—
Board of Trustees of The Leland Stanford Junior University
N/A
Shares— from 327,884
Change-327,884 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 327,282
Change-327,282 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 325,906
Change-325,906 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 325,833
Change-325,833 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 324,584
Change-324,584 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 321,210
Change-321,210 (-100%)
Value—
Skye Global Management LP
N/A
Shares— from 320,000
Change-320,000 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 318,756
Change-318,756 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 318,393
Change-318,393 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 318,060
Change-318,060 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 316,947
Change-316,947 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 316,925
Change-316,925 (-100%)
Value—
Trybe Capital Management LP
N/A
Shares— from 316,795
Change-316,795 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 316,791
Change-316,791 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 315,544
Change-315,544 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 311,999
Change-311,999 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 310,118
Change-310,118 (-100%)
Value—
Linden Advisors LP
N/A
Shares— from 309,980
Change-309,980 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 308,599
Change-308,599 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 307,124
Change-307,124 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 306,973
Change-306,973 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 306,802
Change-306,802 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 305,165
Change-305,165 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 304,910
Change-304,910 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 304,600
Change-304,600 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 303,547
Change-303,547 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 302,663
Change-302,663 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 302,205
Change-302,205 (-100%)
Value—
Consulta Ltd
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 297,979
Change-297,979 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 291,502
Change-291,502 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 290,662
Change-290,662 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 289,660
Change-289,660 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 288,916
Change-288,916 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 287,824
Change-287,824 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 287,769
Change-287,769 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 287,445
Change-287,445 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 281,239
Change-281,239 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 280,714
Change-280,714 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 279,769
Change-279,769 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 278,430
Change-278,430 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 270,432
Change-270,432 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 268,494
Change-268,494 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 267,092
Change-267,092 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 267,048
Change-267,048 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 266,779
Change-266,779 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 261,230
Change-261,230 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 260,530
Change-260,530 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 258,826
Change-258,826 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 256,975
Change-256,975 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 256,328
Change-256,328 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 255,738
Change-255,738 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 254,769
Change-254,769 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 253,688
Change-253,688 (-100%)
Value—
Nellore Capital Management LLC
N/A
Shares— from 252,500
Change-252,500 (-100%)
Value—
BNP Paribas
N/A
Shares— from 251,031
Change-251,031 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 250,823
Change-250,823 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 250,797
Change-250,797 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 250,782
Change-250,782 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 249,806
Change-249,806 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 249,540
Change-249,540 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 248,972
Change-248,972 (-100%)
Value—
EFG International AG
N/A
Shares— from 248,162
Change-248,162 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 247,836
Change-247,836 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 247,414
Change-247,414 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 247,094
Change-247,094 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 245,342
Change-245,342 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 245,000
Change-245,000 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 244,585
Change-244,585 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 243,486
Change-243,486 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 243,379
Change-243,379 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 242,631
Change-242,631 (-100%)
Value—
Optimus Prime Fund Management Co., Ltd.
N/A
Shares— from 242,490
Change-242,490 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 242,092
Change-242,092 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 239,808
Change-239,808 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 238,154
Change-238,154 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 237,789
Change-237,789 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 236,493
Change-236,493 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 235,873
Change-235,873 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 235,257
Change-235,257 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 232,953
Change-232,953 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 232,907
Change-232,907 (-100%)
Value—
Sound Shore Management Inc
N/A
Shares— from 232,766
Change-232,766 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 232,764
Change-232,764 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 232,527
Change-232,527 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 231,293
Change-231,293 (-100%)
Value—
SRB Corp
N/A
Shares— from 228,868
Change-228,868 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 226,010
Change-226,010 (-100%)
Value—
Cartenna Capital, LP
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 224,140
Change-224,140 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 223,068
Change-223,068 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 220,700
Change-220,700 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 220,535
Change-220,535 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 220,482
Change-220,482 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 217,885
Change-217,885 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 216,448
Change-216,448 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 215,931
Change-215,931 (-100%)
Value—
Mirova
N/A
Shares— from 215,705
Change-215,705 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 215,574
Change-215,574 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 213,607
Change-213,607 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 208,659
Change-208,659 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 207,482
Change-207,482 (-100%)
Value—
Capital International LTD
N/A
Shares— from 205,027
Change-205,027 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 204,354
Change-204,354 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 204,352
Change-204,352 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 204,205
Change-204,205 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 203,637
Change-203,637 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 202,663
Change-202,663 (-100%)
Value—
True Blue (BVI) Ltd
N/A
Shares— from 202,000
Change-202,000 (-100%)
Value—
Tikvah Management LLC
N/A
Shares— from 200,630
Change-200,630 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
M37 Management LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 197,035
Change-197,035 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 196,701
Change-196,701 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 194,208
Change-194,208 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 193,624
Change-193,624 (-100%)
Value—
Park West Asset Management LLC
N/A
Shares— from 192,000
Change-192,000 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 191,534
Change-191,534 (-100%)
Value—
Georgetown University
N/A
Shares— from 191,217
Change-191,217 (-100%)
Value—
Chescapmanager LLC
N/A
Shares— from 190,500
Change-190,500 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 190,258
Change-190,258 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 190,103
Change-190,103 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 190,069
Change-190,069 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 188,784
Change-188,784 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 187,999
Change-187,999 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 187,568
Change-187,568 (-100%)
Value—
Dnca Finance
N/A
Shares— from 187,551
Change-187,551 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 187,377
Change-187,377 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 184,847
Change-184,847 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 181,566
Change-181,566 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 180,490
Change-180,490 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 179,708
Change-179,708 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 178,203
Change-178,203 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 178,077
Change-178,077 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 177,648
Change-177,648 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 176,606
Change-176,606 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 175,180
Change-175,180 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 174,983
Change-174,983 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 174,221
Change-174,221 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 174,067
Change-174,067 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 173,448
Change-173,448 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 173,008
Change-173,008 (-100%)
Value—
Cantillon Capital Management LLC
N/A
Shares— from 171,066
Change-171,066 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 169,997
Change-169,997 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 168,701
Change-168,701 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 167,248
Change-167,248 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 167,032
Change-167,032 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 166,727
Change-166,727 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 165,391
Change-165,391 (-100%)
Value—
7G Capital Management, LLC
N/A
Shares— from 165,000
Change-165,000 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 163,682
Change-163,682 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 163,512
Change-163,512 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 163,138
Change-163,138 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 162,918
Change-162,918 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 162,178
Change-162,178 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 161,225
Change-161,225 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 159,932
Change-159,932 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 159,858
Change-159,858 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 158,980
Change-158,980 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 158,477
Change-158,477 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 157,750
Change-157,750 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 156,332
Change-156,332 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 155,855
Change-155,855 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 155,815
Change-155,815 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 154,373
Change-154,373 (-100%)
Value—
Long Walk Management LP
N/A
Shares— from 153,625
Change-153,625 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 153,465
Change-153,465 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 152,970
Change-152,970 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 152,624
Change-152,624 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 152,585
Change-152,585 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 151,093
Change-151,093 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 150,969
Change-150,969 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 150,742
Change-150,742 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 149,545
Change-149,545 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 148,172
Change-148,172 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 147,025
Change-147,025 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 146,765
Change-146,765 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 146,583
Change-146,583 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 145,600
Change-145,600 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 144,810
Change-144,810 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 144,678
Change-144,678 (-100%)
Value—
Crosslink Capital Inc
N/A
Shares— from 144,250
Change-144,250 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 143,898
Change-143,898 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 143,717
Change-143,717 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 143,665
Change-143,665 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 143,204
Change-143,204 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 142,621
Change-142,621 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 141,099
Change-141,099 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 140,122
Change-140,122 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 140,089
Change-140,089 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 139,679
Change-139,679 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 138,958
Change-138,958 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 138,672
Change-138,672 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 137,874
Change-137,874 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 137,459
Change-137,459 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 137,398
Change-137,398 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 137,169
Change-137,169 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 137,043
Change-137,043 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 136,516
Change-136,516 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 134,778
Change-134,778 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 133,757
Change-133,757 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 132,956
Change-132,956 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 132,681
Change-132,681 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 132,412
Change-132,412 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 131,556
Change-131,556 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 130,991
Change-130,991 (-100%)
Value—
Ogborne Capital Management, LLC
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 129,437
Change-129,437 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 128,691
Change-128,691 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 128,684
Change-128,684 (-100%)
Value—
Wedgewood Partners Inc
N/A
Shares— from 127,237
Change-127,237 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 126,494
Change-126,494 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 126,333
Change-126,333 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 126,240
Change-126,240 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 126,082
Change-126,082 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 125,380
Change-125,380 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 124,498
Change-124,498 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 124,373
Change-124,373 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 124,268
Change-124,268 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 123,330
Change-123,330 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 123,109
Change-123,109 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 123,100
Change-123,100 (-100%)
Value—
Optas, LLC
N/A
Shares— from 122,356
Change-122,356 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 122,217
Change-122,217 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 122,013
Change-122,013 (-100%)
Value—
Ossiam
N/A
Shares— from 121,316
Change-121,316 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 120,542
Change-120,542 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 120,162
Change-120,162 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 120,157
Change-120,157 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 119,949
Change-119,949 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 119,943
Change-119,943 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 119,740
Change-119,740 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 119,493
Change-119,493 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 115,917
Change-115,917 (-100%)
Value—
Deltroit Asset Management (UK) LLP
N/A
Shares— from 115,668
Change-115,668 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 114,653
Change-114,653 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 114,403
Change-114,403 (-100%)
Value—
Tensor Edge Capital, LLC
N/A
Shares— from 114,400
Change-114,400 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 114,307
Change-114,307 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 114,284
Change-114,284 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 114,007
Change-114,007 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 113,538
Change-113,538 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 113,526
Change-113,526 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 113,141
Change-113,141 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 112,233
Change-112,233 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 112,200
Change-112,200 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 112,111
Change-112,111 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 111,290
Change-111,290 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 111,029
Change-111,029 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 110,453
Change-110,453 (-100%)
Value—
Square Wave Capital, LLC
N/A
Shares— from 110,300
Change-110,300 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 109,786
Change-109,786 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 109,289
Change-109,289 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 108,100
Change-108,100 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 107,715
Change-107,715 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 107,628
Change-107,628 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 106,320
Change-106,320 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 106,271
Change-106,271 (-100%)
Value—
Simmons Bank
N/A
Shares— from 105,804
Change-105,804 (-100%)
Value—
Motco
N/A
Shares— from 105,623
Change-105,623 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 105,139
Change-105,139 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 104,846
Change-104,846 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 104,518
Change-104,518 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 104,472
Change-104,472 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 104,214
Change-104,214 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 103,975
Change-103,975 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 103,031
Change-103,031 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 102,987
Change-102,987 (-100%)
Value—
Spinecap SAS
N/A
Shares— from 102,204
Change-102,204 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 101,793
Change-101,793 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 101,223
Change-101,223 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 101,056
Change-101,056 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 101,014
Change-101,014 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 100,694
Change-100,694 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 100,570
Change-100,570 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 100,202
Change-100,202 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 100,130
Change-100,130 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 100,042
Change-100,042 (-100%)
Value—
Greenlea Lane Capital Management, LLC
N/A
Shares— from 100,035
Change-100,035 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 99,900
Change-99,900 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 99,266
Change-99,266 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 99,020
Change-99,020 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 98,917
Change-98,917 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 98,837
Change-98,837 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 98,791
Change-98,791 (-100%)
Value—
Long Corridor Asset Management Ltd
N/A
Shares— from 98,616
Change-98,616 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 98,255
Change-98,255 (-100%)
Value—
Ivory Union Consulting Ltd
N/A
Shares— from 97,994
Change-97,994 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 97,443
Change-97,443 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 97,432
Change-97,432 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 96,957
Change-96,957 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 96,343
Change-96,343 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 95,256
Change-95,256 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 95,112
Change-95,112 (-100%)
Value—
S&CO Inc
N/A
Shares— from 94,857
Change-94,857 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 94,824
Change-94,824 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 94,605
Change-94,605 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 94,305
Change-94,305 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 94,273
Change-94,273 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 94,003
Change-94,003 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 93,605
Change-93,605 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 93,534
Change-93,534 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 93,349
Change-93,349 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 92,474
Change-92,474 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 92,251
Change-92,251 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 92,186
Change-92,186 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 91,633
Change-91,633 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 91,630
Change-91,630 (-100%)
Value—
Grafton Street Partners Management Company, LLC
N/A
Shares— from 91,537
Change-91,537 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 91,449
Change-91,449 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 91,011
Change-91,011 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 91,005
Change-91,005 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 90,237
Change-90,237 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
3G Capital Partners LP
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 89,592
Change-89,592 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 89,580
Change-89,580 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 89,364
Change-89,364 (-100%)
Value—
Bandera Partners LLC
N/A
Shares— from 89,322
Change-89,322 (-100%)
Value—
Atmos Capital Gestao de Recursos Ltda.
N/A
Shares— from 88,993
Change-88,993 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 88,790
Change-88,790 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 88,779
Change-88,779 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 88,586
Change-88,586 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 88,504
Change-88,504 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 88,308
Change-88,308 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 88,288
Change-88,288 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 88,055
Change-88,055 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 87,844
Change-87,844 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 87,842
Change-87,842 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 87,578
Change-87,578 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 87,475
Change-87,475 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 86,646
Change-86,646 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 85,383
Change-85,383 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 83,888
Change-83,888 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 83,695
Change-83,695 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 83,602
Change-83,602 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 83,586
Change-83,586 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 83,286
Change-83,286 (-100%)
Value—
Altrafin AG
N/A
Shares— from 83,081
Change-83,081 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 83,070
Change-83,070 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 82,874
Change-82,874 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 82,855
Change-82,855 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 82,223
Change-82,223 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 82,119
Change-82,119 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 81,850
Change-81,850 (-100%)
Value—
Selkirk Management LLC
N/A
Shares— from 81,275
Change-81,275 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 81,186
Change-81,186 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 81,026
Change-81,026 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 81,024
Change-81,024 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 80,921
Change-80,921 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 80,658
Change-80,658 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 80,646
Change-80,646 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 80,513
Change-80,513 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 80,255
Change-80,255 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 80,154
Change-80,154 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 79,070
Change-79,070 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 78,496
Change-78,496 (-100%)
Value—
CIM, LLC
N/A
Shares— from 78,476
Change-78,476 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 78,391
Change-78,391 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 78,073
Change-78,073 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 77,631
Change-77,631 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 77,140
Change-77,140 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 76,656
Change-76,656 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 76,085
Change-76,085 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 75,282
Change-75,282 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 75,177
Change-75,177 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 75,168
Change-75,168 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 75,153
Change-75,153 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 74,726
Change-74,726 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 74,627
Change-74,627 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 74,451
Change-74,451 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 74,450
Change-74,450 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 74,288
Change-74,288 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 74,285
Change-74,285 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 73,519
Change-73,519 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 73,206
Change-73,206 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 72,630
Change-72,630 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 72,408
Change-72,408 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 72,200
Change-72,200 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 72,019
Change-72,019 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 71,952
Change-71,952 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 71,896
Change-71,896 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 71,640
Change-71,640 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 71,543
Change-71,543 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 71,337
Change-71,337 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 70,846
Change-70,846 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 70,428
Change-70,428 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 70,410
Change-70,410 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 70,198
Change-70,198 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 70,013
Change-70,013 (-100%)
Value—
Headwater Capital Co Ltd
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 69,594
Change-69,594 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 69,038
Change-69,038 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 68,922
Change-68,922 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 68,878
Change-68,878 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 68,800
Change-68,800 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 68,351
Change-68,351 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 68,232
Change-68,232 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 67,922
Change-67,922 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 67,859
Change-67,859 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 67,328
Change-67,328 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 67,143
Change-67,143 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 67,142
Change-67,142 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 66,915
Change-66,915 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 66,583
Change-66,583 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 66,453
Change-66,453 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 65,943
Change-65,943 (-100%)
Value—
Octahedron Capital Management L.P.
N/A
Shares— from 65,700
Change-65,700 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 65,689
Change-65,689 (-100%)
Value—
Ketron Financial
N/A
Shares— from 65,676
Change-65,676 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 65,560
Change-65,560 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 65,251
Change-65,251 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 65,186
Change-65,186 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 64,992
Change-64,992 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 64,875
Change-64,875 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 64,858
Change-64,858 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 63,635
Change-63,635 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 63,507
Change-63,507 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 63,201
Change-63,201 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 63,194
Change-63,194 (-100%)
Value—
Kids Capital Management, L.P.
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Cooper Creek Partners Management LLC
N/A
Shares— from 62,851
Change-62,851 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 62,711
Change-62,711 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 62,454
Change-62,454 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 61,816
Change-61,816 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 61,722
Change-61,722 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 61,393
Change-61,393 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 61,373
Change-61,373 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 61,250
Change-61,250 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 60,901
Change-60,901 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 60,580
Change-60,580 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 60,297
Change-60,297 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 60,134
Change-60,134 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 60,051
Change-60,051 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 59,498
Change-59,498 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 59,493
Change-59,493 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 59,396
Change-59,396 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 59,290
Change-59,290 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 58,780
Change-58,780 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 58,741
Change-58,741 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 58,577
Change-58,577 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 58,405
Change-58,405 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 58,382
Change-58,382 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 58,300
Change-58,300 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 58,204
Change-58,204 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 58,000
Change-58,000 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 57,919
Change-57,919 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 57,875
Change-57,875 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 57,726
Change-57,726 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 57,476
Change-57,476 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 57,406
Change-57,406 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 57,321
Change-57,321 (-100%)
Value—
Tenor Capital Management Co., L.P.
N/A
Shares— from 57,000
Change-57,000 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 56,840
Change-56,840 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 56,435
Change-56,435 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 56,427
Change-56,427 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 56,424
Change-56,424 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 56,387
Change-56,387 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 56,285
Change-56,285 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 55,940
Change-55,940 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 55,762
Change-55,762 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 55,697
Change-55,697 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 55,659
Change-55,659 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 55,547
Change-55,547 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 55,480
Change-55,480 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 55,393
Change-55,393 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 55,141
Change-55,141 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 55,051
Change-55,051 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 55,024
Change-55,024 (-100%)
Value—
Fact Capital, LP
N/A
Shares— from 54,752
Change-54,752 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 54,693
Change-54,693 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 54,222
Change-54,222 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 54,128
Change-54,128 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 54,044
Change-54,044 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 53,837
Change-53,837 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 53,756
Change-53,756 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 53,626
Change-53,626 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 53,519
Change-53,519 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 53,410
Change-53,410 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 53,331
Change-53,331 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 53,298
Change-53,298 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 53,230
Change-53,230 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 53,164
Change-53,164 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 52,981
Change-52,981 (-100%)
Value—
Nwam LLC
N/A
Shares— from 52,954
Change-52,954 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 52,792
Change-52,792 (-100%)
Value—
Legacy Trust
N/A
Shares— from 52,660
Change-52,660 (-100%)
Value—
Makena Capital Management LLC
N/A
Shares— from 52,622
Change-52,622 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 52,357
Change-52,357 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 52,245
Change-52,245 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 52,230
Change-52,230 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 52,129
Change-52,129 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 51,952
Change-51,952 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 51,737
Change-51,737 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 51,645
Change-51,645 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 51,623
Change-51,623 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 51,584
Change-51,584 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 51,162
Change-51,162 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 50,988
Change-50,988 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 50,814
Change-50,814 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 50,708
Change-50,708 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 50,682
Change-50,682 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 50,466
Change-50,466 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 50,353
Change-50,353 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 50,205
Change-50,205 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 50,034
Change-50,034 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 49,676
Change-49,676 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 49,445
Change-49,445 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 49,269
Change-49,269 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 48,980
Change-48,980 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 48,905
Change-48,905 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 48,831
Change-48,831 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 48,576
Change-48,576 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 48,398
Change-48,398 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 48,241
Change-48,241 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 48,072
Change-48,072 (-100%)
Value—
Pennant Investors, LP
N/A
Shares— from 47,900
Change-47,900 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 47,821
Change-47,821 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 47,667
Change-47,667 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 47,634
Change-47,634 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 47,537
Change-47,537 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 47,031
Change-47,031 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 46,969
Change-46,969 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 46,870
Change-46,870 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 46,830
Change-46,830 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 46,773
Change-46,773 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 46,646
Change-46,646 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 46,600
Change-46,600 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 46,429
Change-46,429 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 46,376
Change-46,376 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 46,321
Change-46,321 (-100%)
Value—
Black Creek Investment Management Inc.
N/A
Shares— from 46,231
Change-46,231 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 46,229
Change-46,229 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 46,026
Change-46,026 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 45,918
Change-45,918 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 45,918
Change-45,918 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 45,380
Change-45,380 (-100%)
Value—
Triavera Capital LLC
N/A
Shares— from 44,974
Change-44,974 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 44,647
Change-44,647 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 44,570
Change-44,570 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 44,557
Change-44,557 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 44,491
Change-44,491 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 44,406
Change-44,406 (-100%)
Value—
United Bank
N/A
Shares— from 44,306
Change-44,306 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 44,289
Change-44,289 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 44,253
Change-44,253 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 44,118
Change-44,118 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 44,010
Change-44,010 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 43,897
Change-43,897 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 43,800
Change-43,800 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 43,733
Change-43,733 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 43,634
Change-43,634 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 43,520
Change-43,520 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 43,406
Change-43,406 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 43,299
Change-43,299 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 43,130
Change-43,130 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 43,070
Change-43,070 (-100%)
Value—
KP Management LLC
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Engle Capital Management, L.P.
N/A
Shares— from 42,968
Change-42,968 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 42,875
Change-42,875 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 42,780
Change-42,780 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 42,780
Change-42,780 (-100%)
Value—
Light Street Capital Management, LLC
N/A
Shares— from 42,650
Change-42,650 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 42,575
Change-42,575 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 42,570
Change-42,570 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 42,500
Change-42,500 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 42,500
Change-42,500 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 42,404
Change-42,404 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 42,249
Change-42,249 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 42,224
Change-42,224 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 42,155
Change-42,155 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 42,144
Change-42,144 (-100%)
Value—
Altarock Partners LP
N/A
Shares— from 41,994
Change-41,994 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 41,959
Change-41,959 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 41,749
Change-41,749 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 41,701
Change-41,701 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 41,510
Change-41,510 (-100%)
Value—
Zweig-DiMenna Associates LLC
N/A
Shares— from 41,450
Change-41,450 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 41,430
Change-41,430 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 41,416
Change-41,416 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 41,093
Change-41,093 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 40,493
Change-40,493 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 40,474
Change-40,474 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 40,323
Change-40,323 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 40,025
Change-40,025 (-100%)
Value—
MBB Public Markets I LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 39,993
Change-39,993 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 39,915
Change-39,915 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 39,898
Change-39,898 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 39,867
Change-39,867 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 39,854
Change-39,854 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 39,844
Change-39,844 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 39,807
Change-39,807 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 39,585
Change-39,585 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 39,337
Change-39,337 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 39,060
Change-39,060 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 38,966
Change-38,966 (-100%)
Value—
Sustainable Insight Capital Management, LLC
N/A
Shares— from 38,953
Change-38,953 (-100%)
Value—
Tiptree Advisors, LLC
N/A
Shares— from 38,827
Change-38,827 (-100%)
Value—
Riho Partners, LLC
N/A
Shares— from 38,706
Change-38,706 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 38,278
Change-38,278 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 38,196
Change-38,196 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 38,105
Change-38,105 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 37,969
Change-37,969 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 37,851
Change-37,851 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 37,849
Change-37,849 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 37,638
Change-37,638 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 37,623
Change-37,623 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 37,553
Change-37,553 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 37,524
Change-37,524 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 37,494
Change-37,494 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 37,451
Change-37,451 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 37,448
Change-37,448 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 37,422
Change-37,422 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 37,028
Change-37,028 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 36,890
Change-36,890 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 36,753
Change-36,753 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 36,704
Change-36,704 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 36,691
Change-36,691 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 36,630
Change-36,630 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 36,496
Change-36,496 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 36,384
Change-36,384 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 36,345
Change-36,345 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 36,279
Change-36,279 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 36,264
Change-36,264 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 36,154
Change-36,154 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 36,036
Change-36,036 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 35,957
Change-35,957 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 35,844
Change-35,844 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 35,536
Change-35,536 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 35,531
Change-35,531 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 35,161
Change-35,161 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 35,140
Change-35,140 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 35,088
Change-35,088 (-100%)
Value—
683 Capital Management, LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 34,887
Change-34,887 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 34,834
Change-34,834 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 34,834
Change-34,834 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 34,821
Change-34,821 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 34,724
Change-34,724 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 34,557
Change-34,557 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 34,550
Change-34,550 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 34,532
Change-34,532 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 34,477
Change-34,477 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 34,434
Change-34,434 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Naman Capital Ltda
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 34,113
Change-34,113 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 33,991
Change-33,991 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 33,948
Change-33,948 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 33,685
Change-33,685 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 33,634
Change-33,634 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 33,546
Change-33,546 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 33,243
Change-33,243 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 33,113
Change-33,113 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 33,012
Change-33,012 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 32,740
Change-32,740 (-100%)
Value—
RV Capital AG
N/A
Shares— from 32,520
Change-32,520 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 32,492
Change-32,492 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 32,487
Change-32,487 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 32,368
Change-32,368 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 32,344
Change-32,344 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 32,293
Change-32,293 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 32,227
Change-32,227 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 32,200
Change-32,200 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 32,179
Change-32,179 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 32,037
Change-32,037 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 31,963
Change-31,963 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 31,936
Change-31,936 (-100%)
Value—
Dumac, Inc.
N/A
Shares— from 31,935
Change-31,935 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 31,870
Change-31,870 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 31,844
Change-31,844 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 31,770
Change-31,770 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 31,719
Change-31,719 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 31,695
Change-31,695 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 31,583
Change-31,583 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 31,567
Change-31,567 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 31,525
Change-31,525 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 31,466
Change-31,466 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 31,353
Change-31,353 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 31,266
Change-31,266 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 31,100
Change-31,100 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 31,031
Change-31,031 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 30,940
Change-30,940 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 30,820
Change-30,820 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 30,756
Change-30,756 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 30,732
Change-30,732 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 30,699
Change-30,699 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 30,620
Change-30,620 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 30,571
Change-30,571 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 30,478
Change-30,478 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 30,428
Change-30,428 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 30,426
Change-30,426 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 30,385
Change-30,385 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 30,343
Change-30,343 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 29,896
Change-29,896 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 29,738
Change-29,738 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 29,644
Change-29,644 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 29,545
Change-29,545 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 29,533
Change-29,533 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 29,509
Change-29,509 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 29,455
Change-29,455 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 29,437
Change-29,437 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 29,380
Change-29,380 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 29,358
Change-29,358 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 29,255
Change-29,255 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 29,108
Change-29,108 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 29,097
Change-29,097 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 29,054
Change-29,054 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 28,875
Change-28,875 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 28,812
Change-28,812 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 28,718
Change-28,718 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 28,713
Change-28,713 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 28,672
Change-28,672 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 28,648
Change-28,648 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 28,540
Change-28,540 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 28,470
Change-28,470 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 28,451
Change-28,451 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 28,409
Change-28,409 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 28,348
Change-28,348 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 28,322
Change-28,322 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 28,277
Change-28,277 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 28,144
Change-28,144 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 28,132
Change-28,132 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 28,020
Change-28,020 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 27,924
Change-27,924 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 27,810
Change-27,810 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 27,767
Change-27,767 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 27,550
Change-27,550 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 27,451
Change-27,451 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 27,370
Change-27,370 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 27,315
Change-27,315 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 27,301
Change-27,301 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 27,287
Change-27,287 (-100%)
Value—
Calydon Capital
N/A
Shares— from 27,238
Change-27,238 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 27,238
Change-27,238 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 26,888
Change-26,888 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 26,885
Change-26,885 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 26,755
Change-26,755 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 26,702
Change-26,702 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 26,538
Change-26,538 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 26,520
Change-26,520 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 26,463
Change-26,463 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 26,321
Change-26,321 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 26,207
Change-26,207 (-100%)
Value—
Highbridge Capital Management LLC
N/A
Shares— from 26,175
Change-26,175 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 26,131
Change-26,131 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 26,128
Change-26,128 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 26,061
Change-26,061 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 25,962
Change-25,962 (-100%)
Value—
Perry Creek Capital LP
N/A
Shares— from 25,918
Change-25,918 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 25,787
Change-25,787 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 25,754
Change-25,754 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 25,522
Change-25,522 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 25,519
Change-25,519 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 25,513
Change-25,513 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 25,440
Change-25,440 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 25,419
Change-25,419 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 25,412
Change-25,412 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 25,379
Change-25,379 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 25,295
Change-25,295 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 25,289
Change-25,289 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 25,274
Change-25,274 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 25,258
Change-25,258 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 25,232
Change-25,232 (-100%)
Value—
University of Wisconsin Foundation
N/A
Shares— from 25,154
Change-25,154 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 25,127
Change-25,127 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 24,978
Change-24,978 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 24,935
Change-24,935 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 24,906
Change-24,906 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 24,884
Change-24,884 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 24,836
Change-24,836 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 24,810
Change-24,810 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 24,761
Change-24,761 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 24,697
Change-24,697 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 24,667
Change-24,667 (-100%)
Value—
Boundless Plain Holdings Ltd
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 24,487
Change-24,487 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 24,109
Change-24,109 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 24,101
Change-24,101 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 24,052
Change-24,052 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 24,048
Change-24,048 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 24,029
Change-24,029 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 24,021
Change-24,021 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 24,017
Change-24,017 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 23,908
Change-23,908 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 23,826
Change-23,826 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 23,812
Change-23,812 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 23,762
Change-23,762 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 23,691
Change-23,691 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 23,688
Change-23,688 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 23,682
Change-23,682 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 23,493
Change-23,493 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 23,353
Change-23,353 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 23,340
Change-23,340 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 23,311
Change-23,311 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 23,295
Change-23,295 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 23,273
Change-23,273 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 23,239
Change-23,239 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 23,195
Change-23,195 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 23,183
Change-23,183 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 23,160
Change-23,160 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 23,144
Change-23,144 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 23,128
Change-23,128 (-100%)
Value—
CNB Bank
N/A
Shares— from 23,123
Change-23,123 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 23,050
Change-23,050 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 23,024
Change-23,024 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 22,995
Change-22,995 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 22,888
Change-22,888 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 22,760
Change-22,760 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 22,643
Change-22,643 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 22,610
Change-22,610 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 22,599
Change-22,599 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 22,584
Change-22,584 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 22,517
Change-22,517 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 22,497
Change-22,497 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 22,466
Change-22,466 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 22,289
Change-22,289 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 22,193
Change-22,193 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 22,008
Change-22,008 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 21,929
Change-21,929 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 21,852
Change-21,852 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 21,837
Change-21,837 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 21,813
Change-21,813 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 21,793
Change-21,793 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 21,790
Change-21,790 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 21,778
Change-21,778 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 21,774
Change-21,774 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 21,706
Change-21,706 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 21,550
Change-21,550 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 21,537
Change-21,537 (-100%)
Value—
Kettle Hill Capital Management, LLC
N/A
Shares— from 21,526
Change-21,526 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 21,512
Change-21,512 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,491
Change-21,491 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 21,470
Change-21,470 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 21,447
Change-21,447 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 21,443
Change-21,443 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 21,375
Change-21,375 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 21,348
Change-21,348 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 21,345
Change-21,345 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 21,308
Change-21,308 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 21,265
Change-21,265 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 21,181
Change-21,181 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 21,126
Change-21,126 (-100%)
Value—
Noked Israel Ltd
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 20,959
Change-20,959 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 20,828
Change-20,828 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 20,724
Change-20,724 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 20,703
Change-20,703 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 20,697
Change-20,697 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 20,658
Change-20,658 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 20,651
Change-20,651 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 20,565
Change-20,565 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 20,544
Change-20,544 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 20,533
Change-20,533 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 20,512
Change-20,512 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 20,479
Change-20,479 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 20,475
Change-20,475 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 20,461
Change-20,461 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 20,258
Change-20,258 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 20,249
Change-20,249 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 20,238
Change-20,238 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 20,211
Change-20,211 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 20,127
Change-20,127 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 20,121
Change-20,121 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 20,108
Change-20,108 (-100%)
Value—
Pennant Select, LLC
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 20,034
Change-20,034 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 20,005
Change-20,005 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 19,985
Change-19,985 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 19,929
Change-19,929 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 19,898
Change-19,898 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 19,829
Change-19,829 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 19,817
Change-19,817 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 19,770
Change-19,770 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 19,738
Change-19,738 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 19,702
Change-19,702 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 19,688
Change-19,688 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 19,681
Change-19,681 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 19,651
Change-19,651 (-100%)
Value—
American Trust
N/A
Shares— from 19,634
Change-19,634 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 19,459
Change-19,459 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 19,451
Change-19,451 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 19,443
Change-19,443 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 19,312
Change-19,312 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 19,207
Change-19,207 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 19,197
Change-19,197 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 19,156
Change-19,156 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 19,110
Change-19,110 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 19,021
Change-19,021 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 18,993
Change-18,993 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 18,917
Change-18,917 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 18,799
Change-18,799 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 18,741
Change-18,741 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 18,573
Change-18,573 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 18,497
Change-18,497 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 18,488
Change-18,488 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 18,474
Change-18,474 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 18,470
Change-18,470 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 18,466
Change-18,466 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 18,422
Change-18,422 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 18,391
Change-18,391 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 18,328
Change-18,328 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 18,300
Change-18,300 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 18,293
Change-18,293 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 18,221
Change-18,221 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 18,111
Change-18,111 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 18,109
Change-18,109 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 17,984
Change-17,984 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 17,952
Change-17,952 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 17,914
Change-17,914 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 17,889
Change-17,889 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 17,862
Change-17,862 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 17,821
Change-17,821 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 17,770
Change-17,770 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 17,769
Change-17,769 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 17,679
Change-17,679 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 17,642
Change-17,642 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 17,627
Change-17,627 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 17,618
Change-17,618 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 17,578
Change-17,578 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 17,515
Change-17,515 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 17,418
Change-17,418 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 17,295
Change-17,295 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 17,250
Change-17,250 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 17,218
Change-17,218 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 17,195
Change-17,195 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 17,187
Change-17,187 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 17,151
Change-17,151 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 17,119
Change-17,119 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 17,095
Change-17,095 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 17,024
Change-17,024 (-100%)
Value—
Shellback Capital, LP
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 16,986
Change-16,986 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 16,963
Change-16,963 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 16,950
Change-16,950 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 16,927
Change-16,927 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 16,882
Change-16,882 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 16,862
Change-16,862 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 16,853
Change-16,853 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 16,825
Change-16,825 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 16,811
Change-16,811 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 16,810
Change-16,810 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 16,769
Change-16,769 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 16,680
Change-16,680 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 16,616
Change-16,616 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 16,557
Change-16,557 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 16,555
Change-16,555 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 16,423
Change-16,423 (-100%)
Value—
Invst, LLC
N/A
Shares— from 16,391
Change-16,391 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 16,349
Change-16,349 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 16,324
Change-16,324 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 16,280
Change-16,280 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 16,225
Change-16,225 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 16,156
Change-16,156 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 16,153
Change-16,153 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 16,145
Change-16,145 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 16,106
Change-16,106 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 16,077
Change-16,077 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 16,054
Change-16,054 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 16,048
Change-16,048 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 16,039
Change-16,039 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 16,030
Change-16,030 (-100%)
Value—
AXA S.A.
N/A
Shares— from 16,017
Change-16,017 (-100%)
Value—
Lynwood Price Capital Management LP
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 15,983
Change-15,983 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 15,926
Change-15,926 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 15,861
Change-15,861 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 15,832
Change-15,832 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 15,785
Change-15,785 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 15,765
Change-15,765 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 15,635
Change-15,635 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 15,616
Change-15,616 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
NCP Inc.
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 15,432
Change-15,432 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 15,360
Change-15,360 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 15,354
Change-15,354 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 15,336
Change-15,336 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 15,309
Change-15,309 (-100%)
Value—
PJT Investments Corp.
N/A
Shares— from 15,267
Change-15,267 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 15,262
Change-15,262 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 15,262
Change-15,262 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 15,255
Change-15,255 (-100%)
Value—
Bank OZK
N/A
Shares— from 15,245
Change-15,245 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 15,235
Change-15,235 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 15,210
Change-15,210 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 15,183
Change-15,183 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 15,118
Change-15,118 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 15,117
Change-15,117 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 15,107
Change-15,107 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 15,042
Change-15,042 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 15,034
Change-15,034 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 15,033
Change-15,033 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 14,996
Change-14,996 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 14,928
Change-14,928 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 14,886
Change-14,886 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 14,843
Change-14,843 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 14,815
Change-14,815 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 14,812
Change-14,812 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 14,780
Change-14,780 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 14,743
Change-14,743 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 14,523
Change-14,523 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 14,453
Change-14,453 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 14,393
Change-14,393 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 14,385
Change-14,385 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 14,271
Change-14,271 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 14,270
Change-14,270 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 14,255
Change-14,255 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 14,214
Change-14,214 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 14,172
Change-14,172 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 14,157
Change-14,157 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 14,084
Change-14,084 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 14,082
Change-14,082 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 14,011
Change-14,011 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 13,997
Change-13,997 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 13,905
Change-13,905 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 13,849
Change-13,849 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 13,846
Change-13,846 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 13,839
Change-13,839 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 13,761
Change-13,761 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 13,750
Change-13,750 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 13,675
Change-13,675 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 13,674
Change-13,674 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 13,620
Change-13,620 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 13,579
Change-13,579 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 13,572
Change-13,572 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 13,571
Change-13,571 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 13,544
Change-13,544 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 13,530
Change-13,530 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 13,513
Change-13,513 (-100%)
Value—
Titiun Yejiel
N/A
Shares— from 13,506
Change-13,506 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 13,458
Change-13,458 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 13,430
Change-13,430 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 13,416
Change-13,416 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 13,288
Change-13,288 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 13,271
Change-13,271 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 13,135
Change-13,135 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 13,082
Change-13,082 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 13,081
Change-13,081 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 13,034
Change-13,034 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 13,023
Change-13,023 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 12,987
Change-12,987 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 12,961
Change-12,961 (-100%)
Value—
Bank of Marin
N/A
Shares— from 12,940
Change-12,940 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 12,877
Change-12,877 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 12,850
Change-12,850 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 12,723
Change-12,723 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 12,671
Change-12,671 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 12,658
Change-12,658 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 12,595
Change-12,595 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 12,546
Change-12,546 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 12,508
Change-12,508 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 12,487
Change-12,487 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 12,460
Change-12,460 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 12,405
Change-12,405 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 12,281
Change-12,281 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 12,279
Change-12,279 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 12,214
Change-12,214 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 12,205
Change-12,205 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 12,183
Change-12,183 (-100%)
Value—
First Washington Corp
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 11,978
Change-11,978 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 11,951
Change-11,951 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 11,914
Change-11,914 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 11,867
Change-11,867 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 11,861
Change-11,861 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 11,848
Change-11,848 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 11,831
Change-11,831 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 11,791
Change-11,791 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 11,771
Change-11,771 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,767
Change-11,767 (-100%)
Value—
Rogco, LP
N/A
Shares— from 11,752
Change-11,752 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 11,745
Change-11,745 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 11,702
Change-11,702 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 11,698
Change-11,698 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 11,631
Change-11,631 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 11,617
Change-11,617 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 11,578
Change-11,578 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 11,556
Change-11,556 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 11,486
Change-11,486 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 11,410
Change-11,410 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
EWA, LLC
N/A
Shares— from 11,309
Change-11,309 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 11,274
Change-11,274 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 11,211
Change-11,211 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 11,181
Change-11,181 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 11,144
Change-11,144 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 11,114
Change-11,114 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 11,096
Change-11,096 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,095
Change-11,095 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 11,011
Change-11,011 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 10,987
Change-10,987 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 10,982
Change-10,982 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 10,919
Change-10,919 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 10,895
Change-10,895 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 10,859
Change-10,859 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 10,847
Change-10,847 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 10,841
Change-10,841 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 10,804
Change-10,804 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 10,748
Change-10,748 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 10,735
Change-10,735 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 10,717
Change-10,717 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 10,717
Change-10,717 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 10,522
Change-10,522 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 10,516
Change-10,516 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 10,506
Change-10,506 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 10,426
Change-10,426 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 10,417
Change-10,417 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 10,388
Change-10,388 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 10,333
Change-10,333 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10,274
Change-10,274 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 10,262
Change-10,262 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 10,233
Change-10,233 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 10,209
Change-10,209 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 10,203
Change-10,203 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 10,186
Change-10,186 (-100%)
Value—
Shaolin Capital Management LLC
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 10,139
Change-10,139 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 10,109
Change-10,109 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 10,055
Change-10,055 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 10,023
Change-10,023 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Truffle Hound Capital, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 9,960
Change-9,960 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 9,921
Change-9,921 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 9,906
Change-9,906 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 9,826
Change-9,826 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 9,791
Change-9,791 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 9,575
Change-9,575 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 9,568
Change-9,568 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 9,518
Change-9,518 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 9,510
Change-9,510 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 9,508
Change-9,508 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 9,507
Change-9,507 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 9,489
Change-9,489 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 9,432
Change-9,432 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 9,387
Change-9,387 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 9,380
Change-9,380 (-100%)
Value—
FCA Corp
N/A
Shares— from 9,369
Change-9,369 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 9,349
Change-9,349 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 9,290
Change-9,290 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 9,272
Change-9,272 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 9,257
Change-9,257 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 9,193
Change-9,193 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 9,181
Change-9,181 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 9,143
Change-9,143 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 9,097
Change-9,097 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 9,084
Change-9,084 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 9,057
Change-9,057 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 9,039
Change-9,039 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 9,028
Change-9,028 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 8,969
Change-8,969 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 8,967
Change-8,967 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 8,918
Change-8,918 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 8,809
Change-8,809 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 8,740
Change-8,740 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 8,619
Change-8,619 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 8,591
Change-8,591 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 8,538
Change-8,538 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 8,524
Change-8,524 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 8,472
Change-8,472 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 8,433
Change-8,433 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 8,432
Change-8,432 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,394
Change-8,394 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 8,369
Change-8,369 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 8,367
Change-8,367 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Dockside LLC
N/A
Shares— from 8,324
Change-8,324 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 8,192
Change-8,192 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 8,169
Change-8,169 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 8,141
Change-8,141 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 8,122
Change-8,122 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 8,119
Change-8,119 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 8,034
Change-8,034 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 7,995
Change-7,995 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 7,934
Change-7,934 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 7,924
Change-7,924 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 7,893
Change-7,893 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 7,878
Change-7,878 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 7,779
Change-7,779 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
CloudAlpha Capital Management Limited Kong
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,690
Change-7,690 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 7,636
Change-7,636 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 7,612
Change-7,612 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 7,551
Change-7,551 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 7,545
Change-7,545 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,491
Change-7,491 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 7,463
Change-7,463 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 7,428
Change-7,428 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 7,427
Change-7,427 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 7,420
Change-7,420 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 7,418
Change-7,418 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 7,357
Change-7,357 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 7,282
Change-7,282 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 7,272
Change-7,272 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 7,248
Change-7,248 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 7,204
Change-7,204 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 7,169
Change-7,169 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Bancreek Capital Management, LP
N/A
Shares— from 7,138
Change-7,138 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 7,122
Change-7,122 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 7,102
Change-7,102 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 6,961
Change-6,961 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 6,903
Change-6,903 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 6,822
Change-6,822 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 6,801
Change-6,801 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 6,755
Change-6,755 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 6,709
Change-6,709 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 6,643
Change-6,643 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 6,544
Change-6,544 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 6,520
Change-6,520 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 6,501
Change-6,501 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 6,480
Change-6,480 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,398
Change-6,398 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 6,264
Change-6,264 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 6,230
Change-6,230 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 6,153
Change-6,153 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 6,096
Change-6,096 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
Long Focus Capital Management, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,919
Change-5,919 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 5,810
Change-5,810 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 5,758
Change-5,758 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,735
Change-5,735 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,728
Change-5,728 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 5,189
Change-5,189 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 5,174
Change-5,174 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Paulson & Co. Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Absolute Gestao de Investimentos Ltda.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Tenzing Global Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
United Bank
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,725
Change-4,725 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 4,461
Change-4,461 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,335
Change-4,335 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 4,319
Change-4,319 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,305
Change-4,305 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 4,286
Change-4,286 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,276
Change-4,276 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 3,917
Change-3,917 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 3,821
Change-3,821 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 3,669
Change-3,669 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
DeepCurrents Investment Group LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 3,631
Change-3,631 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
10Elms LLP
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Ames National Corp
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Broad Run Investment Management, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 2,296
Change-2,296 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
OV Management LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Peconic Partners LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
1922 Investment Co LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 990
Change-990 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 940
Change-940 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 932
Change-932 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 923
Change-923 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Toews Corp
N/A
Shares— from 920
Change-920 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 917
Change-917 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 907
Change-907 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 903
Change-903 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 900
Change-900 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 891
Change-891 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 888
Change-888 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 885
Change-885 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 840
Change-840 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 836
Change-836 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 832
Change-832 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 829
Change-829 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 824
Change-824 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 808
Change-808 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 807
Change-807 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 796
Change-796 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 796
Change-796 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 795
Change-795 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 795
Change-795 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 789
Change-789 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
AG Asset Advisory, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Innovator Capital Management, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 776
Change-776 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 773
Change-773 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 769
Change-769 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 755
Change-755 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Mountain Lake Investment Management LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 740
Change-740 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 731
Change-731 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 718
Change-718 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 700
Change-700 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Caxton Corp
N/A
Shares— from 691
Change-691 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 686
Change-686 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 651
Change-651 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 605
Change-605 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 601
Change-601 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 593
Change-593 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 568
Change-568 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 561
Change-561 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 549
Change-549 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 479
Change-479 (-100%)
Value—
Centennial Bank
N/A
Shares— from 469
Change-469 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 468
Change-468 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 453
Change-453 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 433
Change-433 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 416
Change-416 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
180 GPS Investments IC Ltd
N/A
Shares— from 404
Change-404 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 400
Change-400 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 344
Change-344 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 336
Change-336 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 300
Change-300 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 224
Change-224 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 214
Change-214 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 127
Change-127 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED37,298,15339,216,785-1,918,632-5%$14.0B$12.8B-$1.2B2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED17,806,08217,724,321+81,761+0%$6.3B$6.1B-$207.5M2026-11-05
Dimensional Fund Advisors LP
DECREASED17,618,14517,814,596-196,451-1%$6.4B$6.1B-$304.2M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED13,347,65013,583,734-236,084-2%$4.9B$4.6B-$261.8M2026-10-29
Citigroup Inc
INCREASED12,040,73311,709,850+330,883+3%$4.2B$4.1B-$41.8M2026-11-04
DekaBank Deutsche Girozentrale
INCREASED11,906,17811,281,539+624,639+6%$3.2M$4.1B+$4.1B2026-10-27
Principal Financial Group Inc
INCREASED10,796,46910,361,802+434,667+4%$3.7B$3.7B+$11.9M2026-11-02
Swedbank AB
DECREASED9,063,0299,653,251-590,222-6%$3.4B$3.1B-$331.4M2026-10-27
Robeco Institutional Asset Management B.V.
DECREASED8,720,0599,358,721-638,662-7%$3.3B$3.0B-$344.1M2026-10-20
PNC Financial Services Group, Inc.
DECREASED8,564,7078,601,385-36,6780%$3.1B$2.9B-$126.9M2026-11-06
Pictet Asset Management Holding SA
DECREASED7,839,1588,167,992-328,834-4%$2.9B$2.7B-$221.7M2026-11-03
Temasek Holdings (Private) Ltd
INCREASED7,235,3297,076,378+158,951+2%$2.5B$2.5B-$39.4M2026-10-28
Ninety One UK Ltd
DECREASED6,414,7736,809,248-394,475-6%$2.4B$2.2B-$226.2M2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED6,257,1686,245,817+11,351+0%$2.2B$2.1B-$79.4M2026-10-29
Daiwa Securities Group Inc.
INCREASED6,084,2185,098,187+986,031+19%$1.8B$2.1B+$271.5M2026-10-29
MacKenzie Financial Corp
INCREASED6,050,3415,994,206+56,135+1%$2.1B$2.1B-$60.3M2026-11-02
US Bancorp \de\
DECREASED5,953,8645,981,859-27,9950%$2.1B$2.0B-$89.1M2026-11-05
Assenagon Asset Management S.A.
INCREASED5,926,6543,910,970+2,015,684+52%$1.4B$2.0B+$641.6M2026-10-15
Alecta Tjanstepension Omsesidigt
DECREASED5,308,0005,469,800-161,800-3%$2.0B$1.8B-$126.2M2026-11-02
Fifth Third Bancorp
DECREASED4,870,0874,948,691-78,604-2%$1.8B$1.7B-$92.8M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED4,687,0024,323,190+363,812+8%$1.5B$1.6B+$67.7M2026-11-03
Parnassus Investments, LLC
DECREASED4,463,5695,491,465-1,027,896-19%$2.0B$1.5B-$426.7M2026-10-22
New York State Teachers Retirement System
DECREASED4,363,7504,521,862-158,112-3%$1.6B$1.5B-$114.5M2026-10-22
PineStone Asset Management Inc.
DECREASED4,300,4814,607,821-307,340-7%$1.6B$1.5B-$167.0M2026-10-16
Flossbach VON Storch SE
DECREASED3,522,5394,408,262-885,723-20%$1.6B$1.2B-$363.3M2026-10-28
PFA Pension, Forsikringsaktieselskab
DECREASED3,478,0513,565,619-87,568-2%$1.3B$1.2B-$77.5M2026-11-06
Creative Planning
INCREASED3,406,1153,202,466+203,649+6%$1.1B$1.2B+$27.5M2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED3,266,7402,617,198+649,542+25%$935.3M$1.1B+$188.7M2026-11-02
ProShare Advisors LLC
INCREASED3,076,0962,981,795+94,301+3%$1.1B$1.1B-$7.2M2026-10-29
Keybank National Association
DECREASED2,933,6413,001,031-67,390-2%$1.1B$1.0B-$63.1M2026-11-04
Asset Management One Co., Ltd.
DECREASED2,859,0962,884,732-25,636-1%$1.0B$983.8M-$47.2M2026-10-27
Assetmark, Inc
INCREASED2,845,2972,733,011+112,286+4%$976.7M$979.0M+$2.3M2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED2,807,2462,754,405+52,841+2%$994.9M$949.5M-$45.4M2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED2,791,3762,820,758-29,382-1%$1.0B$960.5M-$47.6M2026-10-23
Thrivent Financial for Lutherans
INCREASED2,751,9652,748,695+3,270+0%$982.3M$918.2M-$64.1M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED2,727,9092,300,225+427,684+19%$730.3M$852.7M+$122.4M2026-10-13
AGF Management LTD
DECREASED2,682,3002,710,627-28,327-1%$968.7M$922.9M-$45.8M2026-11-03
Eurizon Capital SGR S.p.A.
INCREASED2,641,4682,582,110+59,358+2%$921.1M$907.6M-$13.5M2026-11-06
Neos Investment Management LLC
INCREASED2,510,8962,234,827+276,069+12%$798.7M$863.9M+$65.3M2026-11-04
Truist Financial Corp
DECREASED2,502,2352,505,736-3,5010%$895.5M$861.0M-$34.5M2026-10-30
Candriam S.C.A.
DECREASED2,325,8252,620,657-294,832-11%$935.6M$803.2M-$132.4M2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED2,258,0402,108,608+149,432+7%$748.4M$771.7M+$23.2M2026-10-22
CIBC Asset Management Inc
INCREASED2,225,4292,087,478+137,951+7%$746.0M$765.7M+$19.7M2026-11-05
Swiss Life Asset Management Ltd
DECREASED2,218,2792,358,506-140,227-6%$842.9M$763.3M-$79.6M2026-11-03
Calamos Advisors LLC
INCREASED2,172,0832,019,467+152,616+8%$721.7M$747.4M+$25.7M2026-11-02
King Luther Capital Management Corp
DECREASED2,114,8292,304,021-189,192-8%$823.4M$727.7M-$95.7M2026-11-05
Sarasin & Partners LLP
INCREASED2,075,5431,780,093+295,450+17%$636.2M$714.2M+$78.0M2026-10-13
Retirement Systems of Alabama
DECREASED2,068,3092,076,373-8,0640%$742.0M$711.7M-$30.4M2026-11-04
UniSuper Management Pty Ltd
DECREASED2,043,2502,120,946-77,696-4%$758.0M$703.0M-$54.9M2026-10-26
Strs Ohio
DECREASED2,003,8242,111,801-107,977-5%$754.7M$689.5M-$65.2M2026-10-30
Commonwealth Equity Services, LLC
DECREASED1,989,0582,048,965-59,907-3%$732.2M$684.4M-$47.8M2026-11-02
Compagnie Lombard Odier SCmA
DECREASED1,973,3421,988,933-15,591-1%$710.8M$679.0M-$31.8M2026-11-04
Cardano Risk Management B.V.
INCREASED1,955,8521,440,207+515,645+36%$514.7M$673.0M+$158.3M2026-10-20
Vontobel Holding Ltd.
DECREASED1,916,9911,924,781-7,7900%$687.9M$659.6M-$28.3M2026-10-16
State of New Jersey Common Pension Fund D
INCREASED1,894,7981,882,196+12,602+1%$672.6M$652.0M-$20.7M2026-11-05
SEB Asset Management AB
DECREASED1,882,0151,966,062-84,047-4%$702.6M$647.6M-$55.0M2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED1,824,9861,822,751+2,235+0%$651.4M$627.9M-$23.5M2026-10-30
Xponance LLC
INCREASED1,733,1111,673,110+60,001+4%$597.9M$596.3M-$1.6M2026-11-03
Czech National Bank
INCREASED1,686,0181,669,026+16,992+1%$596.5M$580.1M-$16.3M2026-10-13
Arizona State Retirement System
INCREASED1,651,7261,615,493+36,233+2%$577.3M$568.3M-$9.0M2026-11-03
Nisa Investment Advisors, LLC
DECREASED1,579,9601,589,379-9,419-1%$568.0M$543.6M-$24.4M2026-10-20
Williams Jones Wealth Management, Llc.
INCREASED1,551,9381,547,889+4,049+0%$553.2M$534.0M-$19.2M2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,548,0301,637,434-89,404-5%$585.2M$532.6M-$52.5M2026-10-15
State of Michigan Retirement System
DECREASED1,531,4701,578,570-47,100-3%$564.1M$526.9M-$37.2M2026-10-27
Provident Trust Co
DECREASED1,531,2072,199,460-668,253-30%$786.0M$526.9M-$259.2M2026-10-29
TD Waterhouse Canada Inc.
DECREASED1,523,5041,534,475-10,971-1%$554.6M$515.8M-$38.8M2026-10-16
Banque Pictet & CIE SA
DECREASED1,462,3141,491,587-29,273-2%$533.0M$503.2M-$29.9M2026-10-16
Lazard Freres Gestion S.A.S.
INCREASED1,408,1441,375,171+32,973+2%$491.4M$484.5M-$6.9M2026-11-03
IFM Investors Pty Ltd
INCREASED1,369,4611,306,169+63,292+5%$466.8M$471.2M+$4.4M2026-10-14
Troy Asset Management Ltd
INCREASED1,308,9301,282,411+26,519+2%$458.3M$450.4M-$7.9M2026-10-28
Exchange Traded Concepts, LLC
INCREASED1,298,420400,334+898,086+224%$143.1M$446.8M+$303.7M2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,296,4411,295,126+1,315+0%$462.8M$446.1M-$16.8M2026-11-03
M&G Plc
DECREASED1,273,8991,329,240-55,341-4%$474.5M$438.2M-$36.3M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED1,273,8081,273,877-690%$455.2M$438.3M-$17.0M2026-10-20
Rakuten Investment Management, Inc.
INCREASED1,240,4971,119,897+120,600+11%$396.1M$422.9M+$26.9M2026-10-30
Congress Asset Management Co
INCREASED1,235,1951,020,191+215,004+21%$364.6M$425.0M+$60.4M2026-10-06
Ferguson Wellman Capital Management, Inc
INCREASED1,228,5221,221,460+7,062+1%$436.5M$422.7M-$13.8M2026-10-05
Bank Pictet & Cie (Europe) AG
INCREASED1,216,8931,191,380+25,513+2%$425.8M$418.7M-$7.1M2026-10-20
Raiffeisen Bank International AG
DECREASED1,214,1291,260,395-46,266-4%$445.7M$414.1M-$31.6M2026-10-28
Quilter Plc
INCREASED1,191,7141,156,807+34,907+3%$413.4M$410.0M-$3.4M2026-10-21
Local Pensions Partnership Investment Ltd
DECREASED1,185,1471,348,247-163,100-12%$481.5M$407.9M-$73.6M2026-10-26
Union Bancaire Privee, UBP SA
INCREASED1,177,1641,074,943+102,221+10%$373.8M$385.3M+$11.5M2026-11-04
Amalgamated Bank
DECREASED1,167,3721,192,090-24,718-2%$426.0M$401.7M-$24.3M2026-10-23
Lindsell Train Ltd
DECREASED1,126,0451,286,845-160,800-12%$459.9M$387.4M-$72.4M2026-11-02
Border to Coast Pensions Partnership Ltd
INCREASED1,117,2441,013,789+103,455+10%$362.0M$383.9M+$21.9M2026-10-09
Lido Advisors, LLC
INCREASED1,116,1461,045,972+70,174+7%$373.8M$384.0M+$10.2M2026-11-04
ASR Vermogensbeheer N.V.
INCREASED1,113,1301,078,574+34,556+3%$385.4M$383.0M-$2.4M2026-10-16
Virginia Retirement Systems ET Al
DECREASED1,109,2721,122,472-13,200-1%$401.1M$381.7M-$19.5M2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED1,080,9421,065,521+15,421+1%$380.8M$371.9M-$8.9M2026-10-19
Yarbrough Capital, LLC
UNCHANGED1,061,2631,061,26300%$379.3M$365.2M-$14.1M2026-10-19
New York Life Investment Management LLC
INCREASED1,038,625964,737+73,888+8%$344.8M$357.4M+$12.6M2026-11-04
Achmea Investment Management B.V.
INCREASED1,018,647828,191+190,456+23%$296.0M$350.8M+$54.8M2026-10-30
TrinityBridge Ltd
DECREASED1,005,9551,169,996-164,041-14%$417.8M$346.2M-$71.6M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED1,005,502993,366+12,136+1%$355.0M$346.0M-$9.0M2026-11-02
Hyperion Asset Management Ltd
DECREASED1,000,4421,380,352-379,910-28%$493.3M$344.2M-$149.1M2026-10-20
OP Asset Management Ltd
INCREASED962,448716,664+245,784+34%$256.1M$331.2M+$75.0M2026-11-05
Montrusco Bolton Investments Inc.
DECREASED951,9811,093,614-141,633-13%$390.8M$327.6M-$63.3M2026-10-13
ABN Amro Investment Solutions
INCREASED921,378843,394+77,984+9%$301.4M$317.0M+$15.6M2026-10-21
J. Safra Sarasin Holding AG
DECREASED882,324885,669-3,3450%$287.7M$280.3M-$7.4M2026-10-26
Aegon Asset Management UK PLC
DECREASED870,660871,057-3970%$311.3M$299.6M-$11.7M2026-11-04
Kestra Advisory Services, LLC
INCREASED847,402769,947+77,455+10%$275.2M$291.6M+$16.4M2026-11-02
AMF Tjanstepension AB
UNCHANGED841,228841,22800%$300.6M$289.4M-$11.2M2026-10-22
Regions Financial Corp
DECREASED836,879849,490-12,611-1%$303.6M$288.0M-$15.6M2026-11-05
KBC Group NV
DECREASED812,047906,165-94,118-10%$323.8M$279.4M-$44.4M2026-10-22
Davenport & Co LLC
DECREASED770,168776,221-6,053-1%$276.9M$264.6M-$12.3M2026-10-14
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED765,917765,91700%$273.7M$263.5M-$10.2M2026-10-30
Mn Services Vermogensbeheer B.V.
INCREASED764,443755,643+8,800+1%$270.0M$263.0M-$7.0M2026-10-08
E. Ohman J:or Asset Management AB
INCREASED749,452736,288+13,164+2%$263.1M$257.9M-$5.3M2026-10-22
Eastern Bank
DECREASED736,569749,066-12,497-2%$267.7M$253.4M-$14.3M2026-10-05
Oregon Public Employees Retirement Fund
INCREASED721,501720,991+510+0%$257.7M$248.3M-$9.4M2026-10-30
Citizens Financial Group Inc
DECREASED708,271720,332-12,061-2%$257.4M$243.7M-$13.7M2026-10-23
Crestwood Advisors Group, LLC
DECREASED682,275702,017-19,742-3%$250.9M$234.8M-$16.1M2026-10-27
Glenview Trust Co
INCREASED678,047673,549+4,498+1%$240.7M$233.3M-$7.4M2026-10-28
Boston Trust Walden Corp
DECREASED669,871812,426-142,555-18%$290.3M$230.5M-$59.8M2026-10-30
Ethic Inc.
INCREASED669,191636,505+32,686+5%$227.5M$230.3M+$2.8M2026-11-03
Canoe Financial LP
DECREASED662,714721,114-58,400-8%$257.7M$224.2M-$33.5M2026-10-21
Midwest Trust Co
DECREASED655,175661,508-6,333-1%$236.4M$225.4M-$11.0M2026-10-22
Sapient Capital LLC
INCREASED655,139629,076+26,063+4%$224.8M$225.4M+$607.4K2026-10-08
iA Global Asset Management Inc.
DECREASED650,870677,641-26,771-4%$242.2M$224.0M-$18.2M2026-10-29
Quintet Private Bank (Europe) S.A.
INCREASED650,430501,277+149,153+30%$179.1M$223.8M+$44.7M2026-10-08
Mutual of America Capital Management LLC
DECREASED645,206650,373-5,167-1%$232.4M$222.0M-$10.4M2026-10-23
State of Alaska, Department of Revenue
DECREASED637,637656,321-18,684-3%$234.5M$219.4M-$15.2M2026-10-15
Alphinity Investment Management Pty Ltd
DECREASED637,5451,033,338-395,793-38%$369.3M$219.4M-$149.9M2026-11-02
Associated Banc-Corp
DECREASED629,362635,810-6,448-1%$227.2M$216.6M-$10.7M2026-10-30
Chicago Capital, LLC
DECREASED627,643630,481-2,8380%$225.3M$216.0M-$9.4M2026-10-13
Cullen T Bankers, Inc.
DECREASED619,423660,759-41,336-6%$236.1M$213.1M-$23.0M2026-10-28
Argent Capital Management LLC
DECREASED609,347632,390-23,043-4%$226.0M$209.7M-$16.3M2026-10-05
Yousif Capital Management, LLC
DECREASED567,346570,085-2,7390%$203.7M$195.2M-$8.5M2026-10-22
Covea Finance
INCREASED560,916486,052+74,864+15%$173.7M$193.0M+$19.3M2026-10-21
Artemis Investment Management LLP
DECREASED560,874687,162-126,288-18%$245.6M$193.0M-$52.6M2026-10-08
Everett Harris & Co
DECREASED546,152550,319-4,167-1%$196.7M$187.9M-$8.7M2026-10-28
Adams Diversified Equity Fund, Inc.
UNCHANGED535,500535,50000%$191.4M$184.3M-$7.1M2026-10-21
Concurrent Investment Advisors, LLC
INCREASED529,427437,581+91,846+21%$156.4M$182.2M+$25.8M2026-10-16
Carnegie Investment Counsel
DECREASED526,673539,742-13,069-2%$189.9M$178.3M-$11.6M2026-10-20
Generali Asset Management SPA SGR
INCREASED520,287504,039+16,248+3%$180.1M$179.0M-$1.1M2026-10-26
Markel Group Inc.
DECREASED519,975572,000-52,025-9%$204.4M$178.9M-$25.5M2026-10-30
Gateway Investment Advisers LLC
INCREASED519,973484,692+35,281+7%$173.2M$178.9M+$5.7M2026-10-13
Joel Isaacson & Co., LLC
INCREASED516,913515,976+937+0%$184.4M$177.9M-$6.5M2026-11-05
MFF Capital Investments Ltd
DECREASED511,372516,372-5,000-1%$184.5M$176.0M-$8.6M2026-11-05
Avanza Fonder AB
INCREASED509,089455,711+53,378+12%$162.9M$175.2M+$12.3M2026-10-13
Illinois Municipal Retirement Fund
DECREASED495,582504,653-9,071-2%$180.3M$170.5M-$9.8M2026-11-05
Locust Wood Capital Advisers, LLC
DECREASED495,408652,914-157,506-24%$233.3M$170.5M-$62.9M2026-11-03
Saratoga Research & Investment Management
DECREASED495,297498,420-3,123-1%$178.1M$170.4M-$7.7M2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED491,328506,248-14,920-3%$180.8M$169.1M-$11.7M2026-10-21
Oppenheimer & Co Inc
INCREASED479,037454,292+24,745+5%$162.4M$164.8M+$2.5M2026-10-26
Meitav Investment House LTD
INCREASED477,716406,013+71,703+18%$145.0M$164.3M+$19.3M2026-10-28
Howland Capital Management LLC
DECREASED477,244494,124-16,880-3%$176.6M$164.2M-$12.4M2026-10-22
HB Wealth Management, LLC
INCREASED476,684449,314+27,370+6%$160.6M$164.0M+$3.4M2026-10-23
Northeast Investment Management
DECREASED473,993484,108-10,115-2%$173.0M$163.1M-$9.9M2026-10-30
Traynor Capital Management, Inc.
INCREASED463,409453,585+9,824+2%$162.1M$159.4M-$2.6M2026-10-29
Vise Technologies, Inc.
INCREASED460,470385,811+74,659+19%$137.9M$158.4M+$20.6M2026-10-29
Gulf International Bank (UK) Ltd
INCREASED455,875450,521+5,354+1%$161.0M$156.9M-$4.1M2026-10-20
GF Fund Management Co. Ltd.
INCREASED451,041430,477+20,564+5%$153.8M$155.2M+$1.4M2026-10-26
D.A. Davidson & Co.
INCREASED448,865436,386+12,479+3%$156.0M$154.4M-$1.5M2026-10-28
Bailard, Inc.
DECREASED445,618446,880-1,2620%$159.7M$153.3M-$6.4M2026-10-13
FengHe Fund Management Pte. Ltd.
INCREASED445,06014,800+430,260+2907%$5.3M$153.1M+$147.8M2026-11-02
Bahl & Gaynor LLC
DECREASED440,701493,119-52,418-11%$176.2M$151.6M-$24.6M2026-11-05
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED437,535385,171+52,364+14%$137.6M$150.5M+$12.9M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED436,665436,038+627+0%$155.8M$150.2M-$5.6M2026-10-30
Generate Investment Management Ltd
INCREASED433,957419,306+14,651+3%$149.8M$149.3M-$531.5K2026-10-14
Cookson Peirce & Co Inc
INCREASED426,028424,372+1,656+0%$151.7M$146.6M-$5.1M2026-10-30
Louisiana State Employees Retirement System
DECREASED422,600435,300-12,700-3%$155.6M$145.4M-$10.2M2026-10-20
Old National Bancorp
INCREASED419,268398,672+20,596+5%$142.5M$144.3M+$1.8M2026-10-20
Capital Investment Advisors, LLC
DECREASED415,695417,486-1,7910%$149.2M$143.0M-$6.2M2026-10-22
Crossmark Global Holdings, Inc.
DECREASED414,258448,491-34,233-8%$160.3M$142.5M-$17.7M2026-10-21
Nichols & Pratt Advisers LLP
INCREASED413,2267,070+406,156+5745%$2.5M$138.4M+$135.9M2026-10-13
Welch & Forbes LLC
DECREASED399,537401,718-2,181-1%$143.6M$137.5M-$6.1M2026-11-04
Rockland Trust Co
DECREASED396,629407,768-11,139-3%$145.7M$136.5M-$9.3M2026-10-05
Washington Trust Co
DECREASED386,337391,920-5,583-1%$140.1M$132.9M-$7.1M2026-10-22
Moody Lynn Lieberson & Walker, LLC
INCREASED385,320385,173+147+0%$137.6M$132.6M-$5.1M2026-10-14
Apollon Wealth Management, LLC
INCREASED377,556376,715+841+0%$134.6M$129.9M-$4.7M2026-10-23
Fisher Funds Management LTD
DECREASED377,131377,935-8040%$135.1M$129.8M-$5.3M2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED371,939379,220-7,281-2%$135.5M$128.0M-$7.5M2026-11-05
Fideuram Asset Management (Ireland) dac
INCREASED370,780309,828+60,952+20%$108.7M$128.6M+$19.9M2026-10-29
JIA Investment Alliance Pte. Ltd.
UNCHANGED370,200370,20000%$132.3M$127.4M-$4.9M2026-10-06
Roffman Miller Associates Inc
DECREASED367,835376,110-8,275-2%$134.4M$126.6M-$7.8M2026-10-19
Heritage Investors Management Corp
DECREASED367,098374,536-7,438-2%$133.8M$126.3M-$7.5M2026-10-29
Clearstead Advisors, LLC
INCREASED363,170355,358+7,812+2%$127.0M$125.0M-$2.0M2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED362,399367,716-5,317-1%$131.4M$124.7M-$6.7M2026-11-05
Maryland State Retirement & Pension System
INCREASED356,445313,278+43,167+14%$112.0M$122.6M+$10.7M2026-11-05
Fishman JAY A LTD
DECREASED355,595379,225-23,630-6%$135.5M$122.4M-$13.2M2026-10-26
AIA Group Ltd
DECREASED355,349384,832-29,483-8%$137.5M$122.3M-$15.3M2026-10-30
Parallel Advisors, LLC
INCREASED355,238338,151+17,087+5%$120.8M$122.2M+$1.4M2026-11-03
Pinnacle Associates LTD
INCREASED348,505341,301+7,204+2%$122.0M$119.9M-$2.1M2026-10-20
SteelPeak Wealth, LLC
INCREASED344,425281,646+62,779+22%$100.7M$118.5M+$17.9M2026-10-16
Daymark Wealth Partners, LLC
INCREASED339,362327,676+11,686+4%$117.1M$116.8M-$333.7K2026-11-04
Braun Stacey Associates Inc
INCREASED339,165327,643+11,522+4%$117.1M$116.7M-$389.9K2026-10-19
Savant Capital, LLC
INCREASED334,244194,380+139,864+72%$70.5M$115.0M+$44.5M2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED333,829339,543-5,714-2%$121.3M$114.9M-$6.5M2026-10-22
Sava Infond d.o.o.
DECREASED333,800357,490-23,690-7%$127.8M$114.9M-$12.9M2026-10-28
Farther Finance Advisors, LLC
INCREASED331,413306,682+24,731+8%$109.6M$114.0M+$4.5M2026-10-08
Atria Investments, Inc
INCREASED329,683286,496+43,187+15%$102.4M$113.4M+$11.1M2026-10-15
Tokio Marine Asset Management Co LTD
INCREASED326,643312,377+14,266+5%$111.6M$112.4M+$757.2K2026-10-26
Maj Invest Holding A/S
DECREASED324,064329,595-5,531-2%$117.8M$111.5M-$6.3M2026-10-27
Signature Estate & Investment Advisors LLC
DECREASED320,710320,887-1770%$114.7M$110.3M-$4.3M2026-10-13
Annex Advisory Services, LLC
INCREASED319,116265,715+53,401+20%$95.0M$109.8M+$14.8M2026-10-16
Park Avenue Securities LLC
INCREASED317,806314,685+3,121+1%$112.5M$109.4M-$3.1M2026-10-26
Violich Capital Management, Inc.
DECREASED314,208320,578-6,370-2%$114.6M$108.1M-$6.5M2026-10-05
Hartford Investment Management Co
DECREASED314,128324,084-9,956-3%$115.8M$108.1M-$7.7M2026-11-04
Kornitzer Capital Management Inc
DECREASED313,155314,003-8480%$112.2M$107.8M-$4.5M2026-11-03
Prospera Financial Services Inc
INCREASED308,494272,534+35,960+13%$97.4M$86.4M-$11.1M2026-11-04
Birch Hill Investment Advisors LLC
DECREASED308,068314,665-6,597-2%$112.5M$106.0M-$6.5M2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED307,656311,229-3,573-1%$111.2M$105.9M-$5.4M2026-10-22
Park National Corp
DECREASED307,211315,994-8,783-3%$112.9M$105.7M-$7.2M2026-10-05
Oppenheimer Asset Management Inc.
INCREASED307,086299,023+8,063+3%$106.9M$105.7M-$1.2M2026-10-27
Munich Reinsurance Co Stock Corp in Munich
DECREASED306,999316,495-9,496-3%$113.1M$105.6M-$7.5M2026-10-30
SBI Securities Co., Ltd.
DECREASED306,195306,478-2830%$109.5M$105.4M-$4.2M2026-10-22
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED305,000305,00000%$109.0M$104.9M-$4.1M2026-10-28
Mogy Joel R Investment Counsel Inc
DECREASED304,220305,497-1,2770%$109.2M$104.7M-$4.5M2026-10-13
Vest Financial, LLC
INCREASED303,510301,973+1,537+1%$107.9M$104.4M-$3.5M2026-10-21
Venture Visionary Partners LLC
INCREASED297,234270,707+26,527+10%$96.7M$102.3M+$5.5M2026-10-07
AMI Asset Management Corp
DECREASED296,886308,696-11,810-4%$110.3M$102.2M-$8.2M2026-10-20
Quadrant Capital Group LLC
NEW295,296—+295,296——$104.5M—2026-10-20
New Mexico Educational Retirement Board
UNCHANGED293,820293,82000%$105.0M$101.1M-$3.9M2026-11-05
Mondrian Investment Partners LTD
DECREASED292,349537,213-244,864-46%$192.0M$100.6M-$91.4M2026-10-23
Country Trust Bank
INCREASED290,776266,756+24,020+9%$95.3M$100.1M+$4.7M2026-10-30
Howard Capital Management Group, LLC
INCREASED285,959285,926+33+0%$102.2M$98.4M-$3.8M2026-10-16
Baldwin Wealth Partners LLC
DECREASED285,615288,390-2,775-1%$103.1M$98.3M-$4.8M2026-10-13
First American Bank
INCREASED284,066283,954+112+0%$101.5M$97.7M-$3.7M2026-10-27
Calamos Wealth Management LLC
DECREASED282,605286,596-3,991-1%$102.4M$97.2M-$5.2M2026-11-02
Henshaw Capital LLC
UNCHANGED280,000280,00000%$100.1M$96.3M-$3.7M2026-11-03
Archon Partners LLC
UNCHANGED280,000280,00000%$100.1M$96.3M-$3.7M2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED279,666254,371+25,295+10%$91.3M$97.4M+$6.1M2026-10-13
Greenleaf Trust
DECREASED278,697292,090-13,393-5%$104.4M$95.9M-$8.5M2026-10-29
Ag2r LA Mondiale Gestion D'actifs
DECREASED278,499279,858-1,3590%$100.0M$95.8M-$4.2M2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED278,146265,550+12,596+5%$94.9M$95.9M+$954.0K2026-11-05
Todd Asset Management LLC
INCREASED277,308256,009+21,299+8%$91.5M$95.4M+$3.9M2026-10-27
Waycross Partners, LLC
INCREASED275,822254,349+21,473+8%$90.9M$94.9M+$4.0M2026-11-03
Div Capital Phoenix Assets Ltd
UNCHANGED275,410275,41000%$98.4M$94.8M-$3.7M2026-10-20
Private Wealth Partners, LLC
DECREASED273,959276,352-2,393-1%$98.8M$94.3M-$4.5M2026-10-22
KCM Investment Advisors LLC
DECREASED266,833267,785-9520%$95.7M$91.8M-$3.9M2026-10-27
Perpetual Ltd
DECREASED265,125273,236-8,111-3%$97.6M$91.2M-$6.4M2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED264,010279,354-15,344-5%$99.8M$90.8M-$9.0M2026-10-05
Ninety One North America, Inc.
DECREASED262,289276,644-14,355-5%$98.9M$90.2M-$8.6M2026-10-15
Brookstone Capital Management
INCREASED260,667252,846+7,821+3%$90.4M$89.7M-$669.2K2026-10-22
Reynders McVeigh Capital Management, LLC
INCREASED260,515241,937+18,578+8%$86.5M$89.6M+$3.2M2026-10-30
Baker Avenue Asset Management, LP
INCREASED259,827258,045+1,782+1%$92.2M$89.4M-$2.8M2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED259,412257,159+2,253+1%$91.9M$89.3M-$2.6M2026-10-20
Salem Investment Counselors Inc
DECREASED257,002266,024-9,022-3%$95.1M$88.4M-$6.6M2026-10-13
Central Trust Co
DECREASED256,766264,169-7,403-3%$94.4M$88.3M-$6.1M2026-11-05
Frank, Rimerman Advisors LLC
INCREASED256,246255,940+306+0%$91.5M$88.2M-$3.3M2026-10-16
Signaturefd, LLC
INCREASED253,983246,561+7,422+3%$88.1M$87.4M-$723.2K2026-10-23
Choreo, LLC
INCREASED252,661242,977+9,684+4%$86.8M$86.9M+$103.3K2026-10-28
Cohen Klingenstein LLC
DECREASED252,195253,350-1,1550%$90.5M$86.8M-$3.8M2026-10-15
Woodley Farra Manion Portfolio Management Inc
DECREASED250,087254,969-4,882-2%$91.1M$86.0M-$5.1M2026-11-05
Wesbanco Bank Inc
DECREASED249,152347,121-97,969-28%$124.1M$85.7M-$38.3M2026-11-04
Evergreen Capital Management LLC
DECREASED248,472265,066-16,594-6%$94.7M$85.5M-$9.2M2026-10-23
Fifth Third Wealth Advisors LLC
INCREASED247,898245,048+2,850+1%$87.6M$85.3M-$2.3M2026-10-22
Alps Advisors Inc
DECREASED246,735247,265-5300%$88.4M$84.9M-$3.5M2026-11-03
Formuepleje A/S
DECREASED246,262249,813-3,551-1%$89.3M$84.7M-$4.5M2026-10-15
Investment House LLC
DECREASED246,207338,423-92,216-27%$120.9M$84.7M-$36.2M2026-10-21
HUB Investment Partners, LLC
INCREASED245,770213,889+31,881+15%$76.4M$84.6M+$8.1M2026-11-03
Norris Perne & French LLP
DECREASED244,847251,297-6,450-3%$89.8M$84.2M-$5.6M2026-10-23
Americana Partners, LLC
DECREASED244,133247,872-3,739-2%$88.6M$84.0M-$4.6M2026-10-28
Burney Co/
INCREASED242,414241,221+1,193+0%$86.2M$83.4M-$2.8M2026-10-15
J. L. Bainbridge & Co., Inc.
DECREASED239,153241,515-2,362-1%$86.3M$82.3M-$4.0M2026-10-20
Vaughan David Investments LLC
DECREASED239,127241,879-2,752-1%$86.4M$82.3M-$4.2M2026-11-05
Alta Capital Management LLC/
DECREASED236,174281,206-45,032-16%$100.5M$81.3M-$19.2M2026-10-26
Triglav Investments, D.O.O.
INCREASED236,140233,188+2,952+1%$83.3M$81.3M-$2.1M2026-11-06
Univest Financial Corp
DECREASED233,741241,488-7,747-3%$86.3M$80.4M-$5.9M2026-11-05
Fagan Associates, Inc.
DECREASED231,393234,276-2,883-1%$83.7M$79.6M-$4.1M2026-10-13
Equitable Trust Co
DECREASED231,217238,501-7,284-3%$85.2M$79.6M-$5.7M2026-10-13
Marathon Asset Management Ltd
DECREASED230,842302,312-71,470-24%$108.0M$79.4M-$28.6M2026-10-26
Neville Rodie & Shaw Inc
DECREASED230,035248,226-18,191-7%$88.7M$79.2K-$88.6M2026-10-05
Bokf, NA
DECREASED227,381243,781-16,400-7%$87.1M$78.2M-$8.9M2026-10-27
First Citizens Bank & Trust Co
INCREASED227,361121,798+105,563+87%$43.5M$78.2M+$34.7M2026-10-14
Riverbridge Partners LLC
DECREASED226,317239,570-13,253-6%$85.6M$77.9M-$7.7M2026-11-05
Wedge Capital Management L L P
DECREASED223,483233,449-9,966-4%$83.4M$76.9M-$6.5M2026-10-13
Manitou Investment Management Ltd.
DECREASED222,515233,923-11,408-5%$83.6M$76.6M-$7.0M2026-10-15
Coronation Fund Managers Ltd.
INCREASED221,740145,167+76,573+53%$51.9M$76.3M+$24.4M2026-10-27
Zevenbergen Capital Investments LLC
DECREASED221,630223,202-1,572-1%$79.8M$76.3M-$3.5M2026-10-08
Value Partners Investments Inc.
INCREASED218,480169,507+48,973+29%$60.5M$75.2M+$14.8M2026-10-19
Meridian Wealth Management, LLC
INCREASED216,261194,206+22,055+11%$69.4M$74.4M+$5.0M2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED213,089217,294-4,205-2%$77.7M$73.3M-$4.3M2026-11-03
Pittenger & Anderson Inc
DECREASED210,840211,464-6240%$75.6M$72.5M-$3.0M2026-11-02
First National Trust Co
DECREASED210,599216,845-6,246-3%$77.5M$72.5M-$5.0M2026-10-28
American National Bank & Trust
DECREASED210,063221,775-11,712-5%$79.3M$72.3M-$7.0M2026-10-07
Perigon Wealth Management, LLC
DECREASED209,137224,945-15,808-7%$80.4M$72.0M-$8.4M2026-10-22
Beaumont Financial Advisors, LLC
DECREASED208,809212,200-3,391-2%$75.8M$71.8M-$4.0M2026-10-22
Kintegral Advisory, LLC
INCREASED207,992206,817+1,175+1%$73.9M$71.6M-$2.3M2026-10-16
Sterling Capital Management LLC
DECREASED205,867247,634-41,767-17%$88.5M$70.8M-$17.7M2026-10-22
Forbes J M & Co LLP
INCREASED205,105204,912+193+0%$73.2M$70.6M-$2.7M2026-10-16
Mcdonald Capital Investors Inc
DECREASED202,749229,111-26,362-12%$81.9M$69.8M-$12.1M2026-10-27
Corda Investment Management, Llc.
DECREASED202,580206,723-4,143-2%$73.9M$69.7M-$4.2M2026-10-22
MGO One Seven LLC
INCREASED201,254197,017+4,237+2%$70.4M$69.2M-$1.2M2026-10-28
Patten & Patten Inc
INCREASED200,682198,188+2,494+1%$70.8M$69.1M-$1.8M2026-10-26
Mirae Asset Securities (USA) Inc.
INCREASED200,322125,761+74,561+59%$44.9M$68.9M+$24.0M2026-10-15
Oslo Pensjonsforsikring AS
INCREASED199,986199,267+719+0%$71.2M$68.8M-$2.4M2026-10-15
GC Wealth Management RIA, LLC
INCREASED199,779192,237+7,542+4%$68.7M$68.7M+$40.2K2026-11-02
Diversify Advisory Services, LLC
INCREASED197,142192,787+4,355+2%$63.0M$68.8M+$5.9M2026-10-20
Diversify Wealth Management, LLC
INCREASED197,142192,787+4,355+2%$63.0M$68.8M+$5.9M2026-10-20
Ninety One SA (PTY) Ltd
INCREASED195,421166,667+28,754+17%$59.2M$67.7M+$8.5M2026-10-15
Aljian Capital Management, LLC
DECREASED194,656196,154-1,498-1%$70.1M$67.0M-$3.1M2026-10-28
GW Henssler & Associates LTD
INCREASED193,909193,029+880+0%$69.0M$66.7M-$2.3M2026-10-26
Lyell Wealth Management, LP
INCREASED193,231183,316+9,915+5%$65.5M$66.5M+$975.1K2026-10-30
Albion Financial Group
INCREASED193,016187,496+5,520+3%$67.0M$66.4M-$592.3K2026-10-21
Valeo Financial Advisors, LLC
INCREASED191,922187,822+4,100+2%$67.1M$66.0M-$1.1M2026-10-08
Dillon & Associates Inc
DECREASED191,889192,561-6720%$68.7M$66.0M-$2.7M2026-10-22
Profund Advisors LLC
DECREASED190,633198,780-8,147-4%$71.0M$65.6M-$5.4M2026-10-29
Gamma Investing LLC
INCREASED189,985174,106+15,879+9%$62.2M$65.4M+$3.1M2026-10-08
Philadelphia Trust Co
DECREASED188,945197,482-8,537-4%$70.6M$65.0M-$5.6M2026-11-05
Global X Japan Co., Ltd.
DECREASED188,857189,526-6690%$67.7M$65.0M-$2.7M2026-10-21
Lmcg Investments, LLC
DECREASED188,822196,755-7,933-4%$70.3M$65.0M-$5.3M2026-10-21
AlphaCore Capital LLC
INCREASED188,385162,069+26,316+16%$57.9M$64.8M+$6.9M2026-11-04
Middleton & Co Inc
DECREASED187,785195,871-8,086-4%$70.0M$64.6M-$5.4M2026-10-23
Private Capital Advisors, Inc.
INCREASED187,730186,747+983+1%$66.7M$64.6M-$2.1M2026-10-06
Arnhold LLC
UNCHANGED187,557187,55700%$67.0M$64.5M-$2.5M2026-10-26
Mission Wealth Management, LP
DECREASED187,048262,792-75,744-29%$93.9M$64.4M-$29.6M2026-10-15
Steel Grove Capital Advisors, LLC
INCREASED186,836184,630+2,206+1%$66.0M$64.3M-$1.7M2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED185,932174,459+11,473+7%$62.3M$64.0M+$1.6M2026-10-21
Farmers & Merchants Investments Inc
INCREASED185,481183,721+1,760+1%$65.7M$63.8M-$1.8M2026-10-22
GAM Holding AG
DECREASED184,814187,665-2,851-2%$67.1M$63.6M-$3.5M2026-11-03
Parsons Capital Management Inc
DECREASED184,282185,232-950-1%$66.2M$63.4M-$2.8M2026-10-28
Van Cleef Asset Management,Inc
DECREASED184,051186,803-2,752-1%$66.8M$63.3M-$3.4M2026-10-20
Ritholtz Wealth Management
INCREASED183,988166,229+17,759+11%$59.4M$63.3M+$3.9M2026-11-05
Smith Group Asset Management, LLC
DECREASED183,117286,318-103,201-36%$102.3M$63.0M-$39.3M2026-10-27
Florida Trust Wealth Management Co
DECREASED181,974183,364-1,390-1%$65.5M$62.6M-$2.9M2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED180,880168,979+11,901+7%$60.4M$61.7M+$1.3M2026-10-28
Milestones Administradora de Recursos Ltda.
INCREASED178,688117,684+61,004+52%$42.1M$61.5M+$19.4M2026-10-21
North Dakota State Investment Board
INCREASED178,467171,763+6,704+4%$61.4M$61.4M+$24.0K2026-10-27
Wedbush Securities Inc
INCREASED177,524173,986+3,538+2%$62.2M$61.1M-$1.1M2026-10-22
J.P. Marvel Investment Advisors, LLC
DECREASED177,349177,868-5190%$63.6M$61.0M-$2.5M2026-11-02
Bath Savings Trust Co
DECREASED176,771183,116-6,345-3%$65.4M$60.8M-$4.6M2026-10-07
United Asset Strategies, Inc.
DECREASED176,549198,907-22,358-11%$71.1M$60.7M-$10.3M2026-10-28
Eagle Global Advisors LLC
DECREASED175,573176,279-7060%$63.0M$60.4M-$2.6M2026-11-02
Highland Capital Management, LLC
DECREASED172,885194,584-21,699-11%$69.5M$59.5M-$10.1M2026-10-26
First Merchants Corp
DECREASED172,504179,199-6,695-4%$64.0M$59.4M-$4.7M2026-10-15
Neumann Advisory Hong Kong Ltd
UNCHANGED170,739170,73900%$61.0M$58.7M-$2.3M2026-10-08
IFP Advisors, Inc
INCREASED168,955168,260+695+0%$60.1M$58.1M-$2.0M2026-10-16
Evanson Financial, LLC
DECREASED168,310168,544-2340%$60.2M$57.9M-$2.3M2026-10-23
Compound Planning, Inc.
INCREASED168,132161,566+6,566+4%$57.7M$57.9M+$111.7K2026-11-05
Petredis Investment Advisors LLC
DECREASED167,639168,644-1,005-1%$60.3M$57.7M-$2.6M2026-10-20
Harbor Investment Advisory, LLC
DECREASED167,535169,993-2,458-1%$60.8M$57.6M-$3.1M2026-10-13
Levin Capital Strategies, L.P.
DECREASED167,296170,455-3,159-2%$60.9M$57.6M-$3.4M2026-11-02
Foster Dykema Cabot & Partners, LLC
INCREASED166,082164,599+1,483+1%$58.8M$57.1M-$1.7M2026-10-30
SeaCrest Wealth Management, LLC
DECREASED164,565169,757-5,192-3%$60.7M$56.6M-$4.0M2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED163,982144,453+19,529+14%$51.9M$56.4M+$4.5M2026-10-21
Coastline Trust Co
DECREASED163,780172,104-8,324-5%$61.5M$56.4M-$5.2M2026-10-01
Deltec Asset Management LLC
DECREASED163,499167,310-3,811-2%$59.8M$56.3M-$3.5M2026-10-26
Randolph Co Inc
INCREASED163,212163,000+212+0%$58.3M$56.2M-$2.1M2026-10-23
Spire Wealth Management
DECREASED162,849171,035-8,186-5%$61.1M$56.0M-$5.1M2026-10-30
Axxion S.A.
DECREASED161,591164,921-3,330-2%$58.9M$55.8M-$3.1M2026-10-22
Wedmont Private Capital
INCREASED159,467146,365+13,102+9%$52.3M$55.5M+$3.3M2026-10-09
Adell Harriman & Carpenter Inc
INCREASED159,433157,287+2,146+1%$56.2M$54.9M-$1.4M2026-11-02
Kepler Cheuvreux (Suisse) SA
INCREASED159,132144,363+14,769+10%$51.6M$54.8M+$3.2M2026-10-20
Edge Wealth Management LLC
DECREASED157,354158,000-6460%$56.5M$55.0M-$1.5M2026-10-13
Ascent Group, LLC
INCREASED155,913153,792+2,121+1%$55.0M$53.6M-$1.3M2026-10-30
Kimelman & Baird, LLC
DECREASED154,850156,145-1,295-1%$55.8M$53.3M-$2.5M2026-11-03
Lincoln Capital LLC
INCREASED154,116151,685+2,431+2%$54.2M$52.9M-$1.3M2026-10-09
Kanawha Capital Management LLC
INCREASED154,104153,997+107+0%$55.0M$53.0M-$2.0M2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED154,044138,008+16,036+12%$49.3M$53.0M+$3.7M2026-10-22
Busey Bank
DECREASED153,933155,329-1,396-1%$55.5M$53.0M-$2.5M2026-10-26
SP Asset Management LLC
INCREASED153,590148,539+5,051+3%$53.1M$52.8M-$236.2K2026-11-05
Jefferies Financial Group Inc.
DECREASED153,565166,421-12,856-8%$59.5M$52.8M-$6.6M2026-11-05
CWA Asset Management Group, LLC
INCREASED153,248146,951+6,297+4%$52.5M$52.7M+$213.7K2026-10-19
Brighton Jones LLC
INCREASED152,686150,994+1,692+1%$54.0M$52.5M-$1.4M2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED152,254150,632+1,622+1%$53.8M$52.4M-$1.4M2026-10-23
Edgemoor Investment Advisors, Inc.
DECREASED151,205154,840-3,635-2%$55.3M$52.0M-$3.3M2026-11-03
Seizert Capital Partners, LLC
DECREASED150,405154,567-4,162-3%$55.2M$51.8M-$3.5M2026-10-30
Douglas Lane & Associates, LLC
DECREASED150,376156,824-6,448-4%$56.0M$51.7M-$4.3M2026-10-09
Parthenon LLC
DECREASED149,916151,488-1,572-1%$54.1M$51.6M-$2.6M2026-10-22
71 West Capital Partners
DECREASED149,048149,745-6970%$53.5M$51.3M-$2.2M2026-11-04
Boston Common Asset Management, LLC
INCREASED148,215142,499+5,716+4%$50.9M$51.0M+$72.9K2026-10-13
Washington Trust Advisors, Inc.
DECREASED147,961149,892-1,931-1%$53.6M$50.9M-$2.7M2026-10-22
Saybrook Capital
DECREASED147,833148,022-1890%$52.9M$50.9M-$2.0M2026-10-27
Synergy Asset Management, LLC
INCREASED147,351119,418+27,933+23%$42.7M$50.7M+$8.0M2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED146,464148,931-2,467-2%$53.2M$50.4M-$2.8M2026-11-05
Plato Investment Management Ltd
INCREASED146,228143,346+2,882+2%$50.9M$50.5M-$418.8K2026-11-05
Avalon Capital Management
DECREASED145,417150,922-5,505-4%$53.9M$50.0M-$3.9M2026-11-04
Academy Capital Management
DECREASED145,304155,648-10,344-7%$55.6M$50.0M-$5.6M2026-11-05
Guinness Asset Management LTD
INCREASED144,554144,494+60+0%$51.2M$49.7M-$1.4M2026-11-05
Cambiar Investors LLC
DECREASED142,416177,752-35,336-20%$63.5M$49.0M-$14.5M2026-11-04
BLB&B Advisors, LLC
INCREASED142,266142,229+37+0%$50.8M$49.0M-$1.9M2026-10-27
Penobscot Investment Management Company, Inc.
DECREASED142,221145,252-3,031-2%$51.9M$48.9M-$3.0M2026-10-26
YHB Investment Advisors, Inc.
DECREASED141,317143,740-2,423-2%$51.4M$48.6M-$2.7M2026-10-08
Aviance Capital Partners, LLC
DECREASED140,988148,215-7,227-5%$53.0M$48.5M-$4.5M2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED140,654157,055-16,401-10%$56.1M$48.4M-$7.7M2026-11-04
First Nebraska Trust Co
DECREASED140,610144,545-3,935-3%$51.7M$48.4M-$3.3M2026-10-30
Arga Investment Management, LP
NEW139,915—+139,915——$48.1M—2026-10-30
Verus Capital Partners, LLC
DECREASED139,793140,575-782-1%$50.2M$48.1M-$2.1M2026-11-03
Northside Capital Management, LLC
UNCHANGED139,721139,72100%$49.9M$48.1M-$1.9M2026-10-13
Tweedy, Browne Co LLC
DECREASED139,147141,282-2,135-2%$50.5M$47.9M-$2.6M2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED138,642134,370+4,272+3%$48.0M$47.7M-$316.0K2026-11-03
Hartline Investment Corp/
INCREASED137,202128,736+8,466+7%$46.0M$47.2M+$1.2M2026-10-29
NBT Bank, N.A.
DECREASED136,653141,664-5,011-4%$50.6M$47.0M-$3.6M2026-10-21
Trinity Street Asset Management LLP
DECREASED136,539139,098-2,559-2%$49.7M$47.0M-$2.7M2026-10-16
Birinyi Associates Inc
DECREASED135,796140,836-5,040-4%$50.3M$46.7M-$3.6M2026-10-28
KMG Fiduciary Partners, LLC
DECREASED135,259139,991-4,732-3%$50.0M$46.5M-$3.5M2026-10-14
CFM Wealth Partners LLC
DECREASED133,435133,449-140%$47.7M$45.9M-$1.8M2026-11-05
One Way Holdings LLC
INCREASED132,707127,849+4,858+4%$45.7M$45.7M-$27.6K2026-10-29
Pictet North America Advisors SA
INCREASED132,688121,114+11,574+10%$43.3M$45.7M+$2.4M2026-10-21
J.W. Cole Advisors, Inc.
INCREASED132,581132,277+304+0%$47.3M$45.6M-$1.7M2026-11-05
Thompson Investment Management, Inc.
DECREASED131,758132,756-998-1%$47.4M$45.3M-$2.1M2026-10-14
Grimes & Co Wealth Management, LLC
DECREASED130,571132,821-2,250-2%$47.5M$44.9M-$2.5M2026-10-29
Beacon Investment Advisory Services, Inc.
DECREASED129,071140,642-11,571-8%$50.3M$44.4M-$5.9M2026-10-13
Trust Co of Toledo NA
DECREASED128,515130,295-1,780-1%$46.6M$44.2M-$2.3M2026-10-16
GFS Advisors, LLC
INCREASED127,985119,746+8,239+7%$30.2K$44.0M+$44.0M2026-11-03
Richard C. Young & Co., Ltd.
DECREASED127,740130,571-2,831-2%$46.7M$44.0M-$2.7M2026-11-04
Skylands Capital, LLC
INCREASED127,250126,475+775+1%$45.2M$43.8M-$1.4M2026-10-21
Asset Advisors Investment Management, LLC
DECREASED126,966127,379-4130%$45.5M$43.7M-$1.8M2026-10-19
LVM Capital Management LTD
DECREASED126,313128,145-1,832-1%$45.8M$43.5M-$2.3M2026-10-20
Schaper Benz & Wise Investment Counsel Inc
DECREASED126,190128,084-1,894-1%$45.8M$43.4M-$2.4M2026-10-09
Praxis Investment Management Inc
UNCHANGED124,440124,44000%$44.5M$42.8M-$1.7M2026-11-03
Coerente Capital Management
DECREASED124,143124,264-1210%$44.4M$42.7M-$1.7M2026-10-29
Convergence Investment Partners, LLC
INCREASED123,22658,802+64,424+110%$21.0M$42.4M+$21.4M2026-10-28
Blue Fin Capital, Inc.
INCREASED122,549115,443+7,106+6%$41.3M$42.2M+$910.8K2026-10-28
Bochk Asset Management Ltd
INCREASED122,44689,600+32,846+37%$32.0M$42.1M+$10.1M2026-10-29
Eagle Rock Investment Company, LLC
DECREASED122,054122,630-5760%$43.8M$42.0M-$1.8M2026-10-21
Eulav Asset Management
DECREASED122,000123,000-1,000-1%$44.0M$42.0M-$2.0M2026-10-23
Independent Financial Group, LLC
INCREASED121,928117,622+4,306+4%$42.0M$42.0M-$81.3K2026-10-13
Meyer Handelman Co
INCREASED121,913118,245+3,668+3%$42.3M$41.9M-$309.4K2026-10-28
Sky Investment Group LLC
INCREASED121,51997,159+24,360+25%$34.7M$41.8M+$7.1M2026-10-30
Grandfield & Dodd, LLC
DECREASED121,365122,334-969-1%$43.7M$41.8M-$2.0M2026-10-29
Fogel Capital Management, Inc.
INCREASED120,732120,270+462+0%$43.0M$41.5M-$1.4M2026-11-04
Tritonpoint Wealth, LLC
DECREASED120,356125,233-4,877-4%$44.8M$41.4M-$3.3M2026-10-19
Virtus Wealth Solutions LLC
INCREASED119,56792,860+26,707+29%$33.2M$41.1M+$8.0M2026-11-03
Seilern Investment Management Ltd
DECREASED119,522121,426-1,904-2%$43.4M$41.1M-$2.3M2026-10-13
Canvas Wealth Advisors, LLC
INCREASED119,433114,270+5,163+5%$40.8M$33.9M-$6.9M2026-11-02
Clear Harbor Asset Management, LLC
INCREASED118,90288,979+29,923+34%$31.8M$40.9M+$9.1M2026-11-05
V-Square Quantitative Management LLC
INCREASED118,692111,694+6,998+6%$39.9M$40.8M+$923.5K2026-10-15
Fulton Bank, N.A.
INCREASED117,853107,787+10,066+9%$38.5M$40.6M+$2.0M2026-10-14
Sawgrass Asset Management LLC
INCREASED117,76796,598+21,169+22%$34.5M$40.5M+$6.0M2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED117,733120,908-3,175-3%$43.2M$40.5M-$2.7M2026-11-03
Caldwell Trust Co
DECREASED117,443118,159-716-1%$42.2M$40.4M-$1.8M2026-10-30
Bensler, LLC
DECREASED117,134119,207-2,073-2%$42.6M$40.3M-$2.3M2026-11-05
CX Institutional
DECREASED116,471130,128-13,657-10%$46.5M$40.1K-$46.5M2026-10-02
Nemes Rush Group LLC
DECREASED115,264115,350-860%$41.2M$39.7M-$1.6M2026-11-04
Solidarity Wealth, LLC
DECREASED115,110116,544-1,434-1%$41.6M$39.6M-$2.0M2026-10-15
Elite Wealth Management, Inc.
INCREASED115,07387,883+27,190+31%$31.4M$39.6M+$8.2M2026-11-03
Dynamic Advisor Solutions LLC
INCREASED114,691110,095+4,596+4%$39.3M$39.5M+$118.1K2026-10-13
Vision Capital Management, Inc.
DECREASED114,250117,364-3,114-3%$41.9M$39.3M-$2.6M2026-10-20
Simplicity Wealth,LLC
INCREASED113,542108,957+4,585+4%$38.9M$39.1M+$129.7K2026-10-23
Bourgeon Capital Management LLC
INCREASED112,981100,601+12,380+12%$36.0M$38.9M+$2.9M2026-10-19
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED112,540112,54000%$40.2M$38.7M-$1.5M2026-11-05
Founders Capital Management, LLC
DECREASED112,018112,146-1280%$40.1M$38.5M-$1.5M2026-10-23
Legacy Private Trust Co.
DECREASED111,550112,539-989-1%$40.2M$38.4M-$1.8M2026-10-06
Generali Investments, Management Co LLC
INCREASED110,598103,126+7,472+7%$36.9M$38.1M+$1.2M2026-10-19
Wendell David Associates Inc
DECREASED109,251110,181-930-1%$39.4M$37.6M-$1.8M2026-10-27
Applied Finance Capital Management, LLC
DECREASED109,230123,175-13,945-11%$44.0M$37.6M-$6.4M2026-11-03
Baker Chad R
UNCHANGED109,180109,18000%$39.0M$37.6M-$1.5M2026-10-22
Great Lakes Retirement, Inc.
INCREASED108,068107,643+425+0%$38.5M$37.2M-$1.3M2026-10-26
Azzad Asset Management Inc
DECREASED107,499108,271-772-1%$38.7M$37.0M-$1.7M2026-11-04
TD Private Client Wealth LLC
INCREASED107,36998,495+8,874+9%$35.2M$36.9M+$1.7M2026-10-28
Mechanics Bank Trust Department
INCREASED107,193106,791+402+0%$38.2M$36.9M-$1.3M2026-10-13
WestEnd Advisors, LLC
DECREASED107,122124,662-17,540-14%$44.6M$36.9M-$7.7M2026-10-27
Slow Capital, Inc.
INCREASED106,807106,530+277+0%$38.1M$36.8M-$1.3M2026-10-23
Howard Capital Management, LLC
DECREASED106,797107,006-2090%$38.2M$36.7M-$1.5M2026-10-16
Tran Capital Management, L.P.
DECREASED106,579107,489-910-1%$38.4M$36.7M-$1.7M2026-10-19
Cadinha & Co LLC
INCREASED106,309105,604+705+1%$37.7M$36.6M-$1.2M2026-10-22
Payden & Rygel
INCREASED106,273105,400+873+1%$37.7M$36.6M-$1.1M2026-10-28
Larson Financial Group LLC
INCREASED106,18790,056+16,131+18%$32.2M$36.5M+$4.4M2026-11-05
Bellecapital International Ltd.
DECREASED106,035106,752-717-1%$38.1M$36.5M-$1.7M2026-10-21
Loftus Peak Pty Ltd
INCREASED105,66291,782+13,880+15%$32.8M$36.4M+$3.6M2026-10-15
ASO Group Ltd
INCREASED105,63673,779+31,857+43%$26.4M$36.3M+$10.0M2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED105,56196,029+9,532+10%$34.3M$36.3M+$2.0M2026-10-15
BAR Harbor Wealth Management
DECREASED105,538110,054-4,516-4%$39.3M$36.3M-$3.0M2026-10-21
Woodstock Corp
DECREASED105,463105,641-1780%$37.8M$36.3M-$1.5M2026-10-13
Carret Asset Management, LLC
DECREASED105,105105,994-889-1%$37.9M$36.2M-$1.7M2026-11-04
Westchester Capital Management, Inc.
INCREASED104,809102,614+2,195+2%$36.7M$36.1M-$608.5K2026-10-23
Cullinan Associates Inc
INCREASED104,71984,174+20,545+24%$30.1M$36.0M+$6.0M2026-11-03
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
INCREASED104,621101,187+3,434+3%$36.2M$36.0M-$163.2K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED104,610103,812+798+1%$37.1M$36.0M-$1.1M2026-11-04
Everest Financial Group LLC
INCREASED104,288102,368+1,920+2%$36.6M$35.9M-$700.1K2026-11-06
Suncoast Equity Management
DECREASED104,136110,436-6,300-6%$39.5M$35.8M-$3.6M2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED104,02094,514+9,506+10%$33.8M$35.8M+$2.0M2026-10-16
DSG Capital Advisors, LLC
DECREASED103,886106,141-2,255-2%$38.2M$35.7M-$2.4M2026-11-05
Penn Davis Mcfarland Inc
UNCHANGED103,003103,00300%$36.8M$35.4M-$1.4M2026-10-23
James Investment Research, Inc.
DECREASED101,998105,519-3,521-3%$37.7M$35.1M-$2.6M2026-10-22
DE Burlo Group Inc
INCREASED101,85498,794+3,060+3%$35.3M$35.0M-$260.1K2026-11-05
Gradient Investments LLC
INCREASED101,41095,926+5,484+6%$34.3M$34.9M+$612.1K2026-10-08
HWG Holdings LP
DECREASED101,258106,032-4,774-4%$37.9M$34.8M-$3.1M2026-10-08
Axxcess Wealth Management, LLC
DECREASED101,214199,955-98,741-49%$70.0M$33.4M-$36.6M2026-10-21
Copeland Capital Management, LLC
INCREASED100,77189,780+10,991+12%$32.1M$34.7M+$2.6M2026-10-13
Chilton Capital Management LLC
DECREASED100,698102,932-2,234-2%$36.8M$34.6M-$2.1M2026-10-28
Generali Powszechne Towarzystwo Emerytalne
NEW100,600—+100,600——$34.6M—2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED100,271106,956-6,685-6%$38.2M$34.5M-$3.7M2026-10-23
RFG Advisory, LLC
INCREASED98,93585,095+13,840+16%$30.4M$34.0M+$3.6M2026-11-03
Chesley Taft & Associates LLC
DECREASED98,667100,825-2,158-2%$36.0M$33.9M-$2.1M2026-10-13
Procyon Advisors, LLC
DECREASED98,319100,430-2,111-2%$35.9M$33.8M-$2.1M2026-10-21
Weatherly Asset Management L. P.
DECREASED98,17398,492-3190%$35.2M$33.8M-$1.4M2026-10-20
Nations Financial Group Inc,
DECREASED98,082101,726-3,644-4%$36.4M$33.7M-$2.6M2026-11-05
Oak Grove Capital LLC
INCREASED97,93687,241+10,695+12%$31.2M$33.7M+$2.5M2026-10-09
Valley Wealth Managers, Inc.
INCREASED97,82696,873+953+1%$34.6M$33.7M-$959.5K2026-10-09
Soltis Investment Advisors LLC
INCREASED97,74978,479+19,270+25%$28.0M$33.6M+$5.6M2026-10-28
Forum Financial Management, LP
INCREASED97,62296,162+1,460+2%$34.4M$33.6M-$775.5K2026-10-16
Hendershot Investments Inc.
DECREASED97,535100,685-3,150-3%$36.0M$33.6M-$2.4M2026-11-05
Signal Advisors Wealth, LLC
INCREASED96,85677,154+19,702+26%$27.6M$33.3M+$5.8M2026-10-13
Sagespring Wealth Partners, LLC
INCREASED96,73585,062+11,673+14%$30.4M$33.3M+$2.9M2026-10-22
HCR Wealth Advisors
INCREASED96,23795,341+896+1%$34.1M$33.1M-$958.9K2026-10-15
Jackson Square Capital, LLC
INCREASED95,90985,639+10,270+12%$30.6M$33.0M+$2.4M2026-10-19
Globalt Investments LLC / GA
DECREASED95,62098,367-2,747-3%$35.2M$32.9M-$2.3M2026-10-27
Cornerstone Wealth Group, LLC
INCREASED95,54192,090+3,451+4%$32.9M$32.9M-$36.6K2026-11-02
Draper Asset Management, LLC
DECREASED95,46498,482-3,018-3%$35.2M$32.8M-$2.3M2026-10-09
City Holding Co
INCREASED95,18294,960+222+0%$33.9M$32.7M-$1.2M2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED95,00994,573+436+0%$33.8M$32.7M-$1.1M2026-10-19
Laurel Wealth Advisors LLC
INCREASED94,84192,326+2,515+3%$33.0M$32.6M-$361.6K2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED94,67894,312+366+0%$33.7M$32.6M-$1.1M2026-11-03
WealthPlan Investment Management, LLC
INCREASED94,60188,859+5,742+6%$31.8M$32.6M+$794.9K2026-10-15
Principle Wealth Partners LLC
INCREASED93,53793,329+208+0%$33.4M$32.2M-$1.2M2026-11-02
Greenwood Capital Associates LLC
INCREASED93,46392,008+1,455+2%$32.9M$32.2M-$722.1K2026-10-27
Nixon Peabody Trust Co
INCREASED93,36290,419+2,943+3%$32.3M$32.1M-$189.0K2026-10-23
Whitener Capital Management, Inc.
DECREASED92,96093,680-720-1%$33.5M$32.0M-$1.5M2026-10-15
L. Roy Papp & Associates, LLP
DECREASED92,74194,355-1,614-2%$33.7M$31.9M-$1.8M2026-10-21
Modera Wealth Management, LLC
INCREASED92,68290,772+1,910+2%$32.4M$31.9M-$549.2K2026-10-28
University of Texas S AM Investment Management Co
DECREASED92,22193,726-1,505-2%$33.5M$31.7M-$1.8M2026-11-03
KTF Investments, LLC
DECREASED92,08393,909-1,826-2%$33.6M$31.7M-$1.9M2026-10-23
Empirical Capital Management, LLC
DECREASED92,000100,500-8,500-8%$35.9M$31.7M-$4.3M2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED91,64389,371+2,272+3%$31.9M$31.5M-$406.1K2026-10-27
Chicago Partners Investment Group LLC
INCREASED91,62887,295+4,333+5%$27.7M$29.3M+$1.6M2026-10-27
Sowell Financial Services LLC
DECREASED91,56199,960-8,399-8%$35.7M$31.5M-$4.2M2026-10-23
Parcion Private Wealth LLC
DECREASED90,97891,923-945-1%$32.9M$31.3M-$1.5M2026-10-28
Baxter Bros Inc
DECREASED90,47491,938-1,464-2%$32.9M$31.1M-$1.7M2026-11-04
Hingham Institution for Savings
DECREASED90,450105,950-15,500-15%$37.9M$31.1M-$6.7M2026-10-20
Central Bank & Trust Co
DECREASED90,22191,298-1,077-1%$32.6M$31.0M-$1.6M2026-10-09
CMH Wealth Management LLC
INCREASED90,13788,908+1,229+1%$31.8M$31.0M-$758.7K2026-10-22
Integrated Advisors Network LLC
DECREASED89,93898,655-8,717-9%$35.3M$30.9M-$4.3M2026-10-20
Absher Wealth Management, LLC
DECREASED89,18190,198-1,017-1%$32.2M$30.7M-$1.5M2026-11-02
Kirr Marbach & Co LLC
DECREASED88,96989,552-583-1%$32.0M$30.6M-$1.4M2026-10-20
Journey Advisory Group, LLC
INCREASED88,84687,041+1,805+2%$31.1M$30.6M-$535.7K2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
DECREASED88,81988,881-620%$31.8M$30.6M-$1.2M2026-10-23
West Branch Capital LLC
DECREASED88,77089,356-586-1%$31.9M$30.5M-$1.4M2026-10-20
Segment Wealth Management, LLC
DECREASED88,75690,647-1,891-2%$32.4M$30.5M-$1.9M2026-10-26
Smith Salley Wealth Management
INCREASED88,51486,221+2,293+3%$30.8M$30.5M-$357.0K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED88,51263,543+24,969+39%$22.5M$30.5M+$8.0M2026-10-13
Focus Financial Network, Inc.
DECREASED88,18290,075-1,893-2%$32.2M$30.3M-$1.8M2026-10-14
Westover Capital Advisors, LLC
INCREASED88,15184,614+3,537+4%$30.2M$30.3M+$92.5K2026-10-26
Trust Co of Vermont
DECREASED88,14190,436-2,295-3%$32.3M$30.3M-$2.0M2026-10-21
Moran Wealth Management, LLC
INCREASED87,26784,341+2,926+3%$30.1M$30.0M-$114.1K2026-10-22
Verdence Capital Advisors LLC
INCREASED87,24574,960+12,285+16%$26.8M$30.0M+$3.2M2026-10-26
Telos Capital Management, Inc.
DECREASED87,08587,229-1440%$31.2M$30.0M-$1.2M2026-11-02
Sierra Summit Advisors LLC
INCREASED87,04086,983+57+0%$31.1M$29.9M-$1.1M2026-10-28
Davis-Rea Ltd.
DECREASED86,92788,527-1,600-2%$31.6M$29.9M-$1.7M2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED86,25993,515-7,256-8%$33.4M$29.7M-$3.7M2026-10-13
Princeton Capital Management LLC
INCREASED85,83085,652+178+0%$30.6M$29.5M-$1.1M2026-10-27
Laurion Capital Management LP
NEW85,600—+85,600——$29.5M—2026-10-30
Independence Bank of Kentucky
INCREASED85,23684,951+285+0%$30.4M$29.3M-$1.0M2026-10-26
Sigma Planning Corp
DECREASED85,12685,938-812-1%$30.7M$28.9M-$1.8M2026-10-23
Bourne Lent Asset Management Inc
DECREASED85,06190,108-5,047-6%$32.2M$29.3M-$2.9M2026-11-05
Washington Trust Bank
INCREASED84,91783,617+1,300+2%$29.9M$29.2M-$664.0K2026-11-03
Ledyard National Bank
DECREASED84,78087,502-2,722-3%$31.3M$29.2M-$2.1M2026-10-21
Krilogy Financial LLC
INCREASED84,71883,246+1,472+2%$29.7M$29.9M+$131.9K2026-10-13
Maxi Investments CY Ltd
DECREASED84,37593,798-9,423-10%$33.5M$29.0M-$4.5M2026-10-26
Marietta Wealth Management, LLC
DECREASED83,826156,683-72,857-46%$56.0M$29.1M-$26.9M2026-10-22
Allen Operations LLC
UNCHANGED83,38083,38000%$29.8M$28.7M-$1.1M2026-11-03
TBH Global Asset Management, LLC
INCREASED83,25247,861+35,391+74%$17.1M$28.5M+$11.4M2026-11-03
Third View Private Wealth, LLC
INCREASED83,24283,154+88+0%$29.7M$28.6M-$1.1M2026-10-30
Allen Investment Management, LLC
INCREASED83,07480,505+2,569+3%$28.8M$28.6M-$186.0K2026-11-03
Elyxium Wealth, LLC
INCREASED82,99482,918+76+0%$29.6M$28.6M-$1.1M2026-10-27
CV Advisors LLC
INCREASED82,67880,899+1,779+2%$28.9M$28.4M-$463.0K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED82,62284,580-1,958-2%$30.2M$28.4M-$1.8M2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED82,26669,753+12,513+18%$24.9M$28.3M+$3.4M2026-10-23
Intesa Sanpaolo Wealth Management
INCREASED81,82678,009+3,817+5%$27.9M$28.2M+$277.1K2026-10-28
Jacobs & Co
DECREASED81,21781,380-1630%$29.1M$27.9M-$1.1M2026-10-09
Mezzasalma Advisors, LLC
DECREASED81,06982,214-1,145-1%$29.4M$27.9M-$1.5M2026-10-14
Montag A & Associates Inc
DECREASED81,06482,715-1,651-2%$29.6M$27.9M-$1.7M2026-10-29
Toth Financial Advisory Corp
DECREASED80,89481,020-1260%$29.0M$27.8M-$1.1M2026-10-08
First Financial Bank - Trust Division
INCREASED80,43279,016+1,416+2%$28.2M$27.7M-$562.9K2026-10-01
OAK Ridge Investments LLC
DECREASED80,25183,209-2,958-4%$29.7M$27.6M-$2.1M2026-10-30
Certuity, LLC
INCREASED80,20579,475+730+1%$28.2M$27.6M-$609.1K2026-11-02
Harbor Capital Advisors, Inc.
INCREASED79,99373,754+6,239+8%$26.4M$27.5M+$1.2M2026-10-22
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED79,22885,922-6,694-8%$30.7M$27.3M-$3.4M2026-11-03
Fort Washington Investment Advisors Inc
DECREASED79,13082,341-3,211-4%$29.4M$27.2M-$2.2M2026-10-15
Aaron Wealth Advisors LLC
DECREASED79,02380,055-1,032-1%$28.6M$27.2M-$1.4M2026-10-13
Arjuna Capital
DECREASED78,93581,901-2,966-4%$29.3M$27.2M-$2.1M2026-11-03
Consolidated Investment Group LLC
UNCHANGED78,62578,62500%$28.1M$27.1M-$1.0M2026-11-04
Pzena Investment Management LLC
DECREASED78,539171,157-92,618-54%$61.2M$27.0M-$34.1M2026-10-30
Bright Rock Capital Management, LLC
UNCHANGED78,00078,00000%$27.9M$26.8M-$1.0M2026-10-05
Destiny Wealth Partners, LLC
INCREASED77,92458,200+19,724+34%$20.7M$21.7M+$1.0M2026-11-05
Fulcrum Capital LLC
INCREASED77,21275,937+1,275+2%$27.1M$26.6M-$570.6K2026-10-15
White Pine Investment Co
DECREASED76,92379,021-2,098-3%$28.2M$26.5M-$1.8M2026-10-15
AlphaStar Capital Management, LLC
INCREASED76,26873,215+3,053+4%$26.2M$26.2M+$77.3K2026-10-16
Physicians Financial Services, Inc.
DECREASED76,05476,506-452-1%$27.3M$26.2M-$1.2M2026-11-04
Lockheed Martin Investment Management Co
DECREASED76,020326,520-250,500-77%$116.7M$26.2M-$90.5M2026-11-04
Atwater Malick LLC
DECREASED75,89477,460-1,566-2%$27.7M$26.1M-$1.6M2026-10-15
Mill Capital Management, LLC
DECREASED75,79875,819-210%$27.1M$26.1M-$1.0M2026-10-26
Ascent Wealth Partners, LLC
INCREASED75,62574,538+1,087+1%$26.6M$26.0M-$616.6K2026-10-23
Phraction Management LLC
DECREASED75,38376,858-1,475-2%$27.5M$25.9M-$1.5M2026-10-14
Integrity Alliance, Llc.
INCREASED75,02072,183+2,837+4%$25.8M$25.8M+$17.0K2026-10-29
Eldred Rock Partners, LLC
INCREASED74,95074,290+660+1%$26.5M$25.8M-$760.2K2026-10-13
CenterBook Partners LP
DECREASED74,947128,118-53,171-41%$45.8M$25.8M-$20.0M2026-11-02
McKinley Carter Wealth Services, Inc.
INCREASED74,57773,746+831+1%$26.4M$25.7M-$694.3K2026-10-16
North Point Portfolio Managers Corp
DECREASED73,92875,925-1,997-3%$27.1M$25.4M-$1.7M2026-10-07
Stanley-Laman Group, Ltd.
DECREASED73,54474,676-1,132-2%$26.7M$25.3M-$1.4M2026-10-20
Yelin Lapidot Holdings Management Ltd.
DECREASED73,43975,704-2,265-3%$27.1M$25.3M-$1.8M2026-10-26
Westwood Wealth Management
DECREASED72,92973,544-615-1%$26.3M$25.1M-$1.2M2026-10-29
Aspiriant, LLC
INCREASED72,85472,268+586+1%$25.8M$25.1M-$759.8K2026-10-16
Arbejdsmarkedets Tillaegspension
DECREASED72,80076,188-3,388-4%$27.2M$25.0M-$2.2M2026-10-30
Mather Group, Llc.
INCREASED72,67168,722+3,949+6%$24.6M$25.0M+$445.6K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED72,12671,079+1,047+1%$25.4M$24.8M-$584.6K2026-10-16
Isthmus Partners, LLC
INCREASED71,60270,087+1,515+2%$25.0M$24.6M-$410.2K2026-10-21
Lynch Asset Management, Inc.
INCREASED71,35071,250+100+0%$25.5M$24.6M-$912.5K2026-10-28
Cohen Capital Management, Inc.
UNCHANGED71,07271,07200%$25.4M$24.5M-$944.5K2026-10-14
PKO Investment Management Joint-Stock Co
INCREASED71,00068,000+3,000+4%$24.3M$24.4M+$128.5K2026-10-19
Strategic Advisors LLC
DECREASED70,90474,223-3,319-4%$26.5M$24.4M-$2.1M2026-10-13
WoodTrust Financial Corp
DECREASED70,84772,155-1,308-2%$25.8M$24.4M-$1.4M2026-10-09
Sendero Wealth Management, LLC
DECREASED70,62678,783-8,157-10%$28.2M$24.3M-$3.9M2026-10-14
Norden Group LLC
INCREASED70,51768,855+1,662+2%$24.6M$24.3M-$343.2K2026-10-20
Embree Financial Group
INCREASED70,36269,164+1,198+2%$24.7M$24.2M-$506.9K2026-10-22
RKL Wealth Management LLC
DECREASED70,21172,658-2,447-3%$26.0M$24.2M-$1.8M2026-10-16
Confluence Wealth Services, Inc.
INCREASED69,68758,617+11,070+19%$20.9M$24.0M+$3.0M2026-11-05
Sage Capital Advisors,llc
DECREASED69,62670,277-651-1%$25.1M$24.0M-$1.2M2026-10-13
Rossmore Private Capital
INCREASED69,54869,373+175+0%$24.8M$23.9M-$861.8K2026-10-27
CRA Financial Services, LLC
INCREASED68,98968,605+384+1%$24.5M$23.7M-$779.5K2026-10-16
Regatta Capital Group, LLC
INCREASED68,94168,081+860+1%$24.3M$23.7M-$609.0K2026-10-23
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED68,7957,183+61,612+858%$2.6M$23.7M+$21.1M2026-11-04
Angeles Wealth Management, LLC
DECREASED68,64472,545-3,901-5%$25.9M$23.6M-$2.3M2026-10-26
SevenBridge Financial Group, LLC
DECREASED68,64075,186-6,546-9%$26.6M$23.4M-$3.3M2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED68,45171,362-2,911-4%$25.5M$23.6M-$2.0M2026-10-20
Fragasso Financial Advisors Inc
DECREASED68,28470,027-1,743-2%$25.0M$24.0M-$1.0M2026-10-13
Strategy Asset Managers LLC
DECREASED68,27770,414-2,137-3%$25.2M$23.5M-$1.7M2026-10-14
Stackstone Wealth, LLC
NEW68,261—+68,261——$23.5M—2026-10-19
Renaissance Investment Group LLC
DECREASED68,22369,694-1,471-2%$24.9M$23.5M-$1.4M2026-10-28
Columbia Asset Management
DECREASED68,22272,262-4,040-6%$25.8M$23.5M-$2.4M2026-10-19
Leuthold Group, LLC
INCREASED67,88263,893+3,989+6%$22.8M$23.4M+$523.4K2026-11-04
Valicenti Advisory Services Inc
INCREASED67,44264,995+2,447+4%$23.2M$23.2M-$21.0K2026-10-23
Rockport Wealth LLC
DECREASED67,31983,863-16,544-20%$30.0M$23.2M-$6.8M2026-11-03
Oak Harvest Investment Services
INCREASED67,09949,006+18,093+37%$17.5M$23.1M+$5.6M2026-10-20
Princeton Global Asset Management LLC
INCREASED66,67765,113+1,564+2%$23.3M$22.9M-$327.1K2026-10-21
Indivisible Partners
INCREASED66,60951,922+14,687+28%$18.6M$22.9M+$4.4M2026-10-26
International Assets Investment Management, LLC
INCREASED65,83260,463+5,369+9%$21.8M$22.3M+$427.4K2026-11-02
Tompkins Financial Corp
DECREASED65,73967,872-2,133-3%$24.3M$22.6M-$1.6M2026-10-05
Graves Light Lenhart Wealth, Inc.
DECREASED65,39768,674-3,277-5%$24.5M$22.5M-$2.0M2026-10-09
Strategic Blueprint, LLC
INCREASED65,37464,947+427+1%$23.2M$22.5M-$716.2K2026-10-22
Cardinal Capital Management
INCREASED64,49463,551+943+1%$22.7M$22.2M-$520.1K2026-10-21
Vantage Investment Partners, LLC
INCREASED64,48946,341+18,148+39%$16.6M$22.2M+$5.6M2026-10-27
Welch Group, LLC
INCREASED64,38163,087+1,294+2%$22.5M$22.2M-$393.0K2026-10-29
First Horizon Corp
DECREASED64,23765,340-1,103-2%$23.4M$22.1M-$1.2M2026-10-26
Ridgecrest Wealth Partners, LLC
INCREASED64,09363,336+757+1%$22.6M$22.1M-$581.3K2026-10-19
SeaBridge Investment Advisors LLC
INCREASED64,08763,546+541+1%$22.7M$22.1M-$658.4K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED64,01559,180+4,835+8%$21.1M$22.0M+$877.4K2026-10-08
Crystal Rock Capital Management
UNCHANGED63,97563,97500%$22.9M$22.0M-$850.2K2026-10-28
GPM Growth Investors, Inc.
DECREASED63,88364,721-838-1%$23.1M$22.0M-$1.1M2026-10-30
F&V Capital Management, LLC
INCREASED63,87762,966+911+1%$22.5M$22.0M-$523.0K2026-10-19
North Star Investment Management Corp.
DECREASED63,76064,315-555-1%$23.0M$21.9M-$1.0M2026-10-27
Cooper Financial Group
INCREASED63,73063,704+26+0%$22.8M$21.9M-$837.5K2026-10-07
Wespac Advisors SoCal, LLC
INCREASED63,52063,161+359+1%$22.6M$21.9M-$715.8K2026-10-13
Banque de Luxembourg S.A.
DECREASED63,31966,228-2,909-4%$23.7M$21.8M-$1.9M2026-10-14
AMG National Trust Bank
INCREASED63,25462,184+1,070+2%$22.2M$21.8M-$458.3K2026-11-05
Summit Global Investments
INCREASED63,22932,779+30,450+93%$11.7M$21.8M+$10.0M2026-10-28
Golden State Wealth Management, LLC
DECREASED62,98564,449-1,464-2%$23.0M$21.7M-$1.4M2026-11-02
Lorne Steinberg Wealth Management Inc.
INCREASED62,80662,224+582+1%$22.2M$21.6M-$626.7K2026-10-23
Allen Mooney & Barnes Investment Advisors LLC
INCREASED62,68662,244+442+1%$22.2M$21.6M-$675.1K2026-10-08
BNC Wealth Management, LLC
INCREASED62,38856,259+6,129+11%$20.1M$21.5M+$1.4M2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED62,16162,811-650-1%$22.4M$21.4M-$1.1M2026-10-07
TritonPoint Partners, LLC
DECREASED61,995138,201-76,206-55%$49.4M$21.3M-$28.1M2026-11-05
Duncker Streett & Co Inc
DECREASED61,97362,014-410%$22.2M$21.3M-$838.3K2026-10-27
Ashurst Perkins Coie Trust Co
INCREASED61,94861,078+870+1%$21.8M$21.3M-$512.4K2026-10-15
Myriad Asset Management Advisors LLC
INCREASED61,72754,117+7,610+14%$19.3M$21.2M+$1.9M2026-11-03
Two Point Capital Management, Inc.
DECREASED61,31763,595-2,278-4%$22.7M$21.1M-$1.6M2026-10-16
Teamwork Financial Advisors, LLC
DECREASED61,08968,458-7,369-11%$24.5M$21.0M-$3.4M2026-10-19
Legacy Advisors, LLC
DECREASED60,82266,230-5,408-8%$23.7M$20.9M-$2.7M2026-10-19
Buttonwood Financial Advisors Inc.
DECREASED60,79361,556-763-1%$22.0M$20.9M-$1.1M2026-10-13
United Capital Management of KS, Inc.
INCREASED60,56060,237+323+1%$21.5M$20.8M-$689.2K2026-11-04
Maestria Partners LLC
UNCHANGED60,50060,50000%$21.6M$20.8M-$804.0K2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED60,41159,728+683+1%$21.3M$20.8M-$558.8K2026-10-19
McGuire Investment Group, LLC
DECREASED60,38762,617-2,230-4%$22.4M$20.8M-$1.6M2026-10-23
Cove Private Wealth, LLC
INCREASED60,25458,554+1,700+3%$20.9M$20.7M-$193.2K2026-10-28
Integrated Capital Management, LLC
DECREASED60,21460,318-1040%$21.6M$20.7M-$837.5K2026-10-23
Private Trust Co NA
INCREASED60,19660,075+121+0%$21.5M$20.7M-$756.7K2026-10-20
Csenge Advisory Group
INCREASED60,12558,346+1,779+3%$20.9M$20.7M-$163.3K2026-11-04
IPG Investment Advisors LLC
INCREASED59,76157,503+2,258+4%$20.5M$20.6M+$12.7K2026-10-30
Bell Asset Management Ltd
DECREASED59,29476,016-16,722-22%$27.2M$20.4M-$6.8M2026-10-08
American Assets Investment Management, LLC
UNCHANGED59,00059,00000%$21.1M$20.3M-$784.1K2026-10-30
Foyston, Gordon & Payne Inc
DECREASED58,95168,181-9,230-14%$24.5M$20.3M-$4.2M2026-11-02
Luma Capital S.A. - SPF
UNCHANGED58,87058,87000%$21.0M$20.3M-$782.4K2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED58,79557,600+1,195+2%$20.6M$20.2M-$354.6K2026-10-29
Cortland Associates Inc
DECREASED58,60060,471-1,871-3%$21.6M$20.2M-$1.4M2026-10-29
Avestar Capital, LLC
DECREASED58,55373,493-14,940-20%$26.3M$20.1M-$6.1M2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED58,50558,631-1260%$21.0M$20.1M-$822.4K2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED58,47458,053+421+1%$20.7M$20.1M-$626.7K2026-10-22
Costello Asset Management, Inc
DECREASED58,44058,828-388-1%$21.0M$20.1M-$915.2K2026-10-30
Schear Investment Advisers, LLC
INCREASED58,13439,022+19,112+49%$13.9M$20.0M+$6.1M2026-10-14
Tempo Wealth, LLC
INCREASED58,13456,376+1,758+3%$20.1M$20.0M-$144.2K2026-10-14
Tctc Holdings, LLC
DECREASED58,11258,183-710%$20.8M$20.0M-$797.5K2026-11-02
Argonautica Private Wealth Management, Inc
DECREASED57,92960,347-2,418-4%$21.6M$19.9M-$1.6M2026-11-02
LRZ Capital LLC
NEW57,884—+57,884——$19.9M—2026-11-05
Ables, Iannone, Moore & Associates, Inc.
DECREASED57,76658,753-987-2%$21.0M$19.9M-$1.1M2026-10-06
Liberty Capital Management, Inc.
DECREASED57,66759,880-2,213-4%$21.4M$19.8M-$1.6M2026-11-02
Apella Capital, LLC
INCREASED57,64052,669+4,971+9%$19.3M$20.2M+$871.6K2026-10-08
Mirova US LLC
DECREASED57,60767,085-9,478-14%$24.0M$19.8M-$4.2M2026-11-05
Mirador Capital Partners LP
INCREASED57,59255,995+1,597+3%$20.0M$19.8M-$194.5K2026-10-09
Stockman Wealth Management, Inc.
DECREASED57,36958,038-669-1%$20.7M$19.7M-$1.0M2026-10-27
Focused Wealth Management, Inc
INCREASED57,23951,658+5,581+11%$18.5M$19.7M+$1.2M2026-10-30
Symphony Financial, Ltd. Co.
INCREASED56,96646,676+10,290+22%$16.5M$19.8M+$3.2M2026-10-22
First Interstate Bank
DECREASED56,89659,031-2,135-4%$21.1M$19.6M-$1.5M2026-10-23
Flagship Harbor Advisors, LLC
INCREASED56,66854,349+2,319+4%$19.4M$19.5M+$75.6K2026-10-26
Archford Capital Strategies, LLC
INCREASED56,63256,589+43+0%$20.2M$19.5M-$737.3K2026-10-19
Carderock Capital Management Inc
DECREASED56,33356,486-1530%$20.2M$19.4M-$803.3K2026-10-22
Premier Fund Managers Ltd
INCREASED55,89850,330+5,568+11%$17.8K$19.1M+$19.0M2026-11-02
Camden National Bank
DECREASED55,85856,468-610-1%$20.2M$19.2M-$960.3K2026-11-02
LS Investment Advisors, LLC
DECREASED55,76055,940-1800%$20.0M$19.2M-$805.4K2026-10-13
Cypress Capital Group
INCREASED55,58650,230+5,356+11%$18.0M$19.1M+$1.2M2026-11-03
Gryphon Financial Partners LLC
INCREASED55,25053,506+1,744+3%$19.1M$19.0M-$111.1K2026-11-04
Blue Trust, Inc.
DECREASED55,10760,398-5,291-9%$21.6M$19.0M-$2.6M2026-10-15
Capital Asset Advisory Services LLC
DECREASED55,10160,426-5,325-9%$21.6M$17.9M-$3.7M2026-10-30
Griffin Asset Management, Inc.
DECREASED54,89761,034-6,137-10%$21.8M$18.9M-$2.9M2026-10-22
SAX Wealth Advisors, LLC
INCREASED54,84936,831+18,018+49%$10.6M$18.9M+$8.3M2026-10-13
Lazari Capital Management, Inc.
DECREASED54,76955,238-469-1%$19.7M$18.8M-$895.4K2026-10-20
Plimoth Trust Co LLC
INCREASED54,75853,553+1,205+2%$19.1M$18.8M-$297.1K2026-10-26
Cigna Investments Inc
DECREASED54,64055,156-516-1%$19.7M$18.8M-$910.0K2026-10-19
Woodmont Investment Counsel LLC
INCREASED54,58851,860+2,728+5%$18.5M$18.8M+$249.4K2026-10-29
Financial Partners Group, Inc
INCREASED54,55754,421+136+0%$19.4M$18.8M-$676.4K2026-10-19
Allen Capital Group, LLC
INCREASED54,54454,324+220+0%$19.4M$18.8M-$646.2K2026-10-27
Patton Albertson Miller Group, LLC
DECREASED54,42656,621-2,195-4%$20.2M$18.7M-$1.5M2026-10-26
Weybosset Research & Management LLC
DECREASED54,42055,288-868-2%$19.8M$18.7M-$1.0M2026-10-19
M Holdings Securities, Inc.
DECREASED54,23255,041-809-1%$19.6M$16.3K-$19.6M2026-11-03
Red Spruce Capital, LLC
DECREASED54,20454,778-574-1%$19.6M$18.7M-$925.5K2026-10-07
Argentarii, LLC
INCREASED54,18354,111+72+0%$18.6M$18.6M+$39.9K2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED54,07033,895+20,175+60%$12.1M$18.6M+$6.5M2026-10-29
Bender Robert & Associates
DECREASED53,91554,533-618-1%$19.5M$18.6M-$937.4K2026-10-21
Brady Family Wealth, LLC
DECREASED53,74758,107-4,360-7%$20.8M$18.5M-$2.3M2026-11-02
Galvin, Gaustad & Stein, LLC
INCREASED53,72752,960+767+1%$18.9M$18.5M-$439.7K2026-10-08
Ipswich Investment Management Co., Inc.
DECREASED53,47954,739-1,260-2%$19.6M$18.4M-$1.2M2026-10-13
Premier Path Wealth Partners, LLC
INCREASED53,44852,793+655+1%$18.9M$18.4M-$476.0K2026-10-16
Mandatum Life Insurance Co Ltd
INCREASED53,14246,210+6,932+15%$16.5M$18.3M+$1.8M2026-11-06
Willis Investment Counsel
INCREASED53,13949,797+3,342+7%$17.8M$18.3M+$488.1K2026-10-20
Garde Capital, Inc.
INCREASED53,11052,896+214+0%$18.9M$18.3M-$629.3K2026-10-29
Twin Peaks Capital Ltd
UNCHANGED53,08353,08300%$19.0M$18.3M-$705.5K2026-11-03
GFG Capital, LLC
INCREASED53,03150,255+2,776+6%$18.0M$18.2M+$287.1K2026-10-16
VAN Strum & Towne Inc.
DECREASED52,97156,034-3,063-5%$20.0M$18.2M-$1.8M2026-11-06
Brown, Lisle Ings, Inc.
INCREASED52,89852,545+353+1%$18.8M$18.2M-$576.9K2026-10-16
Iowa State Bank
DECREASED52,67360,152-7,479-12%$21.5M$18.1M-$3.4M2026-10-06
CapWealth Advisors, LLC
DECREASED52,53655,053-2,517-5%$19.7M$18.1M-$1.6M2026-10-05
Buck Wealth Strategies, LLC
INCREASED52,41650,520+1,896+4%$18.1M$18.0M-$19.0K2026-10-28
Alpha Family Trust
UNCHANGED52,37552,37500%$18.7M$18.7M$02026-11-04
Capital Investment Counsel, LLC
DECREASED52,33954,157-1,818-3%$19.4M$18.0M-$1.3M2026-10-14
Parkside Financial Bank & Trust
INCREASED52,31252,049+263+1%$18.6M$18.0M-$601.1K2026-10-27
Eubel Brady & Suttman Asset Management Inc
INCREASED52,20851,493+715+1%$18.4M$18.0M-$438.0K2026-11-04
Cache Advisors, LLC
DECREASED52,02958,815-6,786-12%$21.0M$17.9M-$3.1M2026-10-16
Security National Bank
INCREASED51,98349,838+2,145+4%$17.8M$17.9M+$75.7K2026-10-26
Indiana Trust & Investment Management Co
DECREASED51,85552,190-335-1%$18.7M$17.8M-$808.9K2026-10-22
Ascentis Independent Advisors
INCREASED51,850387+51,463+13298%$138.5K$17.8M+$17.7M2026-11-03
Cane Capital Partners, LLC
INCREASED51,72648,510+3,216+7%$17.3M$17.8M+$461.9K2026-10-23
Apollon Financial, LLC
INCREASED51,50251,493+9+0%$18.4M$17.7M-$681.2K2026-10-23
Arrow Financial Corp
DECREASED51,12551,129-40%$18.3M$17.6M-$680.9K2026-10-26
Live Oak Private Wealth LLC
INCREASED51,03551,031+4+0%$18.2M$17.6M-$677.0K2026-11-02
Financial Security Advisor, Inc.
DECREASED50,86952,607-1,738-3%$18.8M$17.5M-$1.3M2026-11-03
Capital City Trust Co
INCREASED50,70050,419+281+1%$18.0M$17.4M-$573.4K2026-10-22
Resonant Capital Advisors, LLC
INCREASED50,56949,500+1,069+2%$17.7M$17.4M-$290.0K2026-10-15
Guardian Partners Inc.
INCREASED50,54450,312+232+0%$18.0M$17.4M-$588.8K2026-10-21
Jacobi Capital Management LLC
INCREASED50,47449,470+1,004+2%$17.7M$17.4M-$312.1K2026-11-05
Sterling Investment Advisors, Ltd.
DECREASED50,46851,497-1,029-2%$18.4M$17.4M-$1.0M2026-10-27
High Note Wealth, LLC
DECREASED50,39550,989-594-1%$18.2M$17.3M-$882.0K2026-10-27
Naples Global Advisors, LLC
INCREASED50,38249,957+425+1%$17.9M$17.3M-$517.6K2026-11-05
Avity Investment Management Inc.
INCREASED50,15249,885+267+1%$17.8M$17.3M-$571.1K2026-10-09
Clarity Wealth Advisors, LLC
DECREASED50,08150,981-900-2%$18.2M$17.2M-$987.1K2026-10-21
FCG Investment Co
INCREASED50,05743,698+6,359+15%$15.6M$17.2M+$1.6M2026-10-13
Trust Point Inc.
INCREASED49,87943,506+6,373+15%$15.5M$17.2M+$1.6M2026-10-27
Moody National Bank Trust Division
INCREASED49,87245,247+4,625+10%$16.2M$17.2M+$990.0K2026-10-06
Victrix Investment Advisors
INCREASED49,68944,038+5,651+13%$15.7M$17.1M+$1.3M2026-10-13
Partners Wealth Management, LLC
INCREASED49,617886+48,731+5500%$316.6K$17.1M+$16.8M2026-10-28
Rayburn West Financial Services LLC
INCREASED49,57846,362+3,216+7%$16.6M$17.1M+$443.9K2026-11-03
StoneX Group Inc.
DECREASED49,43049,453-230%$17.6M$17.0M-$641.8K2026-11-03
Portside Wealth Group, LLC
INCREASED49,33948,871+468+1%$17.5M$17.0M-$488.4K2026-10-20
Lanark Financial, Inc.
DECREASED49,26056,564-7,304-13%$20.2M$16.9M-$3.3M2026-10-26
Beacon Bank & Trust
DECREASED49,10449,729-625-1%$17.8M$16.9M-$875.9K2026-10-27
Fischer Financial Services, Inc.
DECREASED48,95648,993-370%$17.5M$16.8M-$664.1K2026-10-30
Congress Park Capital LLC
INCREASED48,92248,282+640+1%$17.3M$16.8M-$421.4K2026-10-13
Sawyer & Company, Inc
DECREASED48,89050,035-1,145-2%$17.9M$16.8M-$1.1M2026-10-21
VestGen Advisors, LLC
DECREASED48,82354,217-5,394-10%$19.4M$16.8M-$2.6M2026-10-27
Summerhill Capital Management lnc.
DECREASED48,81049,349-539-1%$17.6M$16.8M-$841.3K2026-11-02
Bell & Brown Wealth Advisors, LLC
DECREASED48,63551,866-3,231-6%$18.5M$16.7M-$1.8M2026-10-16
Wealthcare Advisory Partners LLC
DECREASED48,56549,118-553-1%$17.6M$16.7M-$842.9K2026-10-21
Hedeker Wealth, LLC
DECREASED48,56049,243-683-1%$17.6M$16.7M-$889.1K2026-10-23
Harmony Asset Management LLC
DECREASED48,54249,338-796-2%$17.6M$16.7M-$929.5K2026-10-20
N10 Wealth, LLC
INCREASED48,45534,706+13,749+40%$12.4M$16.7M+$4.3M2026-10-14
Everhart Financial Group, Inc.
INCREASED48,27946,971+1,308+3%$16.8M$16.6M-$174.1K2026-10-08
Heck Capital Advisors, LLC
INCREASED48,24034,698+13,542+39%$12.4M$16.6M+$4.2M2026-10-14
Postrock Partners LLC
INCREASED48,16348,158+5+0%$17.2M$16.6M-$638.3K2026-11-02
Newman Dignan & Sheerar, Inc.
DECREASED48,09248,472-380-1%$17.3M$16.5M-$775.0K2026-10-21
Columbia Bank
INCREASED48,07045,327+2,743+6%$16.2M$16.5M+$341.4K2026-10-29
Lountzis Asset Management, LLC
DECREASED48,01248,053-410%$17.2M$16.5M-$652.7K2026-10-30
Mcrae Capital Management Inc
DECREASED47,99248,452-460-1%$17.3M$16.5M-$802.2K2026-10-15
Sound Income Strategies, LLC
DECREASED47,98648,143-1570%$17.2M$16.7M-$491.9K2026-10-09
Geneva Partners, LLC
INCREASED47,80947,371+438+1%$16.9M$16.5M-$478.8K2026-10-26
Sycomore Asset Management
UNCHANGED47,80347,80300%$18.6K$18.6K$02026-10-26
Acumen Wealth Advisors, LLC
INCREASED47,78343,174+4,609+11%$15.4M$16.4M+$1.0M2026-11-05
S.E.E.D. Planning Group LLC
INCREASED47,70242,179+5,523+13%$15.1M$16.4M+$1.3M2026-10-07
Moneco Advisors, LLC
INCREASED47,51241,188+6,324+15%$14.7M$16.3M+$1.6M2026-11-05
Parr Mcknight Wealth Management Group, LLC
DECREASED47,46048,614-1,154-2%$17.4M$16.3M-$1.0M2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED47,19447,014+180+0%$16.8M$16.2M-$562.0K2026-10-19
Manchester Capital Management LLC
DECREASED47,09749,121-2,024-4%$17.6M$16.2M-$1.3M2026-10-22
Westside Investment Management, Inc.
DECREASED47,09447,244-1500%$16.9M$16.2M-$684.8K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED46,94146,311+630+1%$16.6M$16.2M-$398.8K2026-11-04
Triasima Portfolio Management inc.
DECREASED46,90647,985-1,079-2%$17.1M$16.1M-$1.0M2026-10-15
Glass Wealth Management Co LLC
INCREASED46,85245,186+1,666+4%$16.1M$16.1M-$27.3K2026-10-28
Sepio Capital, LP
INCREASED46,84545,522+1,323+3%$16.3M$16.1M-$149.4K2026-10-22
Reliant Investment Management, LLC
DECREASED46,81147,312-501-1%$16.9M$16.1M-$801.2K2026-10-14
Sicart Associates LLC
DECREASED46,75647,148-392-1%$16.8M$15.9M-$924.7K2026-10-29
Nvwm, LLC
INCREASED46,58745,860+727+2%$16.4M$16.0M-$359.3K2026-10-14
San Luis Wealth Advisors LLC
INCREASED46,40342,264+4,139+10%$15.1M$16.0M+$862.6K2026-10-27
Strong Tower Advisory Services
DECREASED46,13746,706-569-1%$16.7M$15.9M-$816.5K2026-10-13
Accurate Wealth Management, LLC
INCREASED45,97838,963+7,015+18%$13.9M$16.3M+$2.3M2026-10-20
Nicollet Investment Management, Inc.
DECREASED45,96546,782-817-2%$16.7M$15.8M-$902.0K2026-10-14
Citadel Investment Advisory, Inc.
DECREASED45,95946,669-710-2%$16.7M$15.8M-$864.0K2026-10-15
Gunderson Capital Management LLC
INCREASED45,7761,174+44,602+3799%$419.6K$15.8M+$15.3M2026-10-15
Avior Wealth Management, LLC
DECREASED45,72548,482-2,757-6%$17.3M$15.7M-$1.6M2026-10-13
Greenup Street Wealth Management LLC
INCREASED45,59942,848+2,751+6%$15.3M$15.7M+$377.1K2026-10-28
Strategic Wealth Investment Group, LLC
DECREASED45,38046,826-1,446-3%$16.7M$15.6M-$1.1M2026-10-29
Kurv Investment Management LLC
INCREASED45,37441,650+3,724+9%$14.9M$15.6M+$727.8K2026-10-28
NTV Asset Management LLC
INCREASED45,34242,455+2,887+7%$15.2M$15.6M+$429.4K2026-10-23
Jessup Wealth Management, Inc
INCREASED45,32645,182+144+0%$16.1M$15.6M-$551.1K2026-10-20
Intact Investment Management Inc.
DECREASED45,30058,100-12,800-22%$20.8M$15.6M-$5.2M2026-11-03
PDS Planning, Inc
INCREASED45,01044,471+539+1%$15.9M$15.5M-$405.7K2026-11-03
Stonebridge Financial Group, LLC
INCREASED44,93143,632+1,299+3%$15.6M$15.5M-$132.7K2026-10-01
First Business Financial Services, Inc.
INCREASED44,84743,589+1,258+3%$15.6M$15.4M-$146.4K2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED44,76845,647-879-2%$16.3M$15.4M-$909.0K2026-11-02
Family Capital Trust Co
DECREASED44,54544,769-2240%$16.0M$15.3M-$672.1K2026-10-22
Appleton Partners Inc
DECREASED44,47745,047-570-1%$16.1M$15.3M-$795.0K2026-10-30
Long Road Investment Counsel, LLC
DECREASED44,22546,405-2,180-5%$16.6M$15.2M-$1.4M2026-11-04
Diversified Enterprises, LLC
INCREASED44,18537,844+6,341+17%$13.5M$15.2M+$1.7M2026-10-19
Central Pacific Bank - Trust Division
DECREASED43,97444,960-986-2%$16.1M$15.1M-$936.8K2026-10-06
Goodman Advisory Group, LLC
INCREASED43,89642,704+1,192+3%$15.3M$15.1M-$157.4K2026-11-02
Kestra Investment Management, LLC
DECREASED43,77152,468-8,697-17%$18.8M$15.1M-$3.7M2026-11-04
James Hambro & Partners LLP
INCREASED43,71639,255+4,461+11%$14.0M$15.0M+$1.0M2026-10-19
SFE Investment Counsel
INCREASED43,70743,607+100+0%$15.6M$15.0M-$545.1K2026-10-29
Chicago Trust Co NA
INCREASED43,53437,328+6,206+17%$13.3M$15.0M+$1.6M2026-10-28
Fiduciary Alliance LLC
DECREASED43,50050,499-6,999-14%$18.0M$15.0M-$3.1M2026-10-13
Xcel Wealth Management, LLC
DECREASED43,34543,774-429-1%$15.6M$14.9M-$729.4K2026-10-26
JB Capital LLC
INCREASED43,28138,694+4,587+12%$13.8M$14.9M+$1.1M2026-10-19
Graphene Investments SAS
INCREASED43,20039,400+3,800+10%$14.1M$14.9M+$783.9K2026-10-22
Flagship Capital Management Inc.
DECREASED43,17943,409-230-1%$15.5M$14.9M-$656.0K2026-10-20
Torray Investment Partners LLC
DECREASED42,91945,093-2,174-5%$16.1M$14.8M-$1.3M2026-10-30
Prosperitas Financial LLC
INCREASED42,82641,137+1,689+4%$14.7M$14.7M+$34.4K2026-10-28
Y.D. More Investments Ltd
INCREASED42,79338,665+4,128+11%$13.8M$14.7M+$889.9K2026-11-02
Grove Bank & Trust
DECREASED42,79044,267-1,477-3%$15.8M$14.7M-$1.1M2026-10-08
Spirit of America Management Corp
DECREASED42,70043,100-400-1%$15.4M$14.7M-$710.4K2026-10-14
Agate Pass Investment Management, LLC
DECREASED42,57543,706-1,131-3%$15.6M$14.6M-$969.9K2026-10-20
Brown Miller Wealth Management, LLC
INCREASED42,48037,562+4,918+13%$13.4M$14.6M+$1.2M2026-11-02
1834 Investment Advisors Co
DECREASED42,37842,521-1430%$15.2M$14.6M-$614.5K2026-10-16
Simon Quick Advisors, LLC
INCREASED42,34519,658+22,687+115%$7.0M$14.6M+$7.5M2026-10-26
Magnus Financial Group LLC
INCREASED42,33241,120+1,212+3%$14.7M$14.6M-$129.1K2026-10-21
TigerOak Management, L.L.C.
INCREASED42,19841,507+691+2%$14.8M$14.5M-$313.9K2026-10-23
Alta Advisers Ltd
INCREASED42,15522,579+19,576+87%$8.1M$14.5M+$6.4M2026-11-02
New England Research & Management, Inc.
INCREASED42,15040,825+1,325+3%$14.6M$14.5M-$86.7K2026-10-16
Fairfield Financial Advisors, LTD
DECREASED42,10545,055-2,950-7%$16.1M$14.5M-$1.6M2026-10-14
Harrell Investment Partners, LLC
DECREASED42,05842,574-516-1%$15.2M$14.5M-$743.2K2026-10-15
Compton Wealth Advisory Group, LLC
DECREASED42,01442,659-645-2%$15.4M$14.2M-$1.2M2026-10-13
RDA Financial Network
DECREASED42,01244,277-2,265-5%$15.8M$14.5M-$1.4M2026-10-15
Aprio Wealth Management, LLC
INCREASED41,97138,811+3,160+8%$13.9M$14.4M+$571.3K2026-10-28
Consolidated Capital Management, LLC
INCREASED41,93541,871+64+0%$15.0M$14.4M-$534.4K2026-10-13
Bell Bank
INCREASED41,89040,741+1,149+3%$14.6M$14.4M-$146.1K2026-10-21
FFG Partners, LLC
DECREASED41,87441,920-460%$15.0M$14.4M-$573.0K2026-10-15
Perryman Financial Advisory Inc
INCREASED41,81941,439+380+1%$14.8M$14.4M-$420.1K2026-10-16
Wright Investors Service Inc
INCREASED41,78536,381+5,404+15%$13.0M$14.4M+$1.4M2026-11-02
Covenant Asset Management, LLC
DECREASED41,68143,072-1,391-3%$15.4M$14.3M-$1.1M2026-10-14
Ashton Thomas Securities, LLC
DECREASED41,56342,008-445-1%$15.0M$14.3M-$707.0K2026-10-26
Royal Fund Management, LLC
DECREASED41,20341,555-352-1%$14.9M$14.2M-$673.4K2026-10-22
First Fiduciary Investment Counsel, Inc.
INCREASED41,18341,106+77+0%$14.7M$14.2M-$520.0K2026-10-27
Koshinski Asset Management, Inc.
INCREASED41,13439,686+1,448+4%$14.2M$14.2M-$29.1K2026-10-29
Hourglass Capital, LLC
DECREASED41,01144,991-3,980-9%$16.1M$14.1M-$2.0M2026-10-26
Studio Investment Management LLC
DECREASED40,98748,000-7,013-15%$17.2M$14.1M-$3.1M2026-10-22
Montecito Bank & Trust
DECREASED40,93841,061-1230%$14.7M$14.1M-$588.0K2026-10-01
Wormser Freres Gestion
INCREASED40,85040,639+211+1%$14.8M$14.1M-$742.0K2026-10-21
Gibbs Wealth Management
INCREASED40,84132,609+8,232+25%$11.7M$14.1M+$2.4M2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
INCREASED40,78739,612+1,175+3%$14.2M$14.0M-$122.1K2026-10-19
True North Advisors, LLC
DECREASED40,52292,303-51,781-56%$32.8M$13.9M-$18.8M2026-10-22
Hoertkorn Richard Charles
DECREASED40,48540,825-340-1%$14.6M$13.9M-$659.6K2026-11-04
Nikulski Financial, Inc.
DECREASED40,45541,796-1,341-3%$14.9M$13.9M-$1.0M2026-11-06
Lake Street Private Wealth, LLC
INCREASED40,45540,246+209+1%$14.4M$13.9M-$463.1K2026-10-22
LVW Advisors, LLC
INCREASED40,31637,947+2,369+6%$13.6M$13.9M+$310.8K2026-10-19
Old Second National Bank of Aurora
DECREASED40,26243,609-3,347-8%$15.6M$13.9M-$1.7M2026-10-22
Huntleigh Advisors, Inc.
DECREASED39,96440,554-590-1%$14.5M$13.8M-$741.9K2026-11-03
Investment Research & Advisory Group, Inc.
DECREASED39,82241,052-1,230-3%$15.0M$14.0M-$970.6K2026-10-19
Hoey Investments, Inc
INCREASED39,47638,987+489+1%$13.9M$13.6M-$349.9K2026-10-29
Fulcrum Asset Management LLP
INCREASED39,21837,652+1,566+4%$13.3M$13.4M+$54.6K2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED38,97743,013-4,036-9%$15.4M$13.4M-$2.0M2026-10-28
Bank of New Hampshire
DECREASED38,79340,684-1,891-5%$14.5M$13.3M-$1.2M2026-10-06
Advanced Asset Management Advisors Inc
UNCHANGED38,77538,77500%$13.9M$13.3M-$515.3K2026-10-20
Aviso Wealth Management
DECREASED38,77039,282-512-1%$14.0M$13.3M-$698.6K2026-11-04
Legacy Wealth Management, LLC / MS
DECREASED38,72740,424-1,697-4%$14.4M$13.3M-$1.1M2026-10-30
Compass Wealth Management LLC
DECREASED38,66938,729-600%$13.8M$13.3M-$535.4K2026-10-22
Oxler Private Wealth LLC
DECREASED38,64538,653-80%$13.8M$13.3M-$516.5K2026-10-21
Boit C F David
INCREASED38,42238,322+100+0%$13.7M$13.2M-$510.6K2026-10-29
Stableford Capital II LLC
INCREASED38,27338,154+119+0%$13.6M$13.2M-$466.1K2026-10-09
180 Wealth Advisors, LLC
DECREASED38,26338,497-234-1%$13.8M$13.2M-$592.3K2026-11-03
Conning Inc.
INCREASED38,25737,123+1,134+3%$13.3M$13.2M-$103.2K2026-10-27
Churchill Financial Advisors, LLC
INCREASED38,24038,040+200+1%$13.6M$13.2M-$436.7K2026-10-20
Neumann Capital Management, LLC
NEW38,226—+38,226——$13.2M—2026-10-15
Parisi Gray Wealth Management
INCREASED38,22337,906+317+1%$13.5M$13.2M-$394.8K2026-10-16
Thomas Story & SON LLC
DECREASED38,15638,216-600%$13.7M$13.1M-$528.5K2026-10-13
StrongBox Wealth, LLC
DECREASED38,13739,443-1,306-3%$14.1M$13.1M-$973.5K2026-11-02
LFG Wealth Partners, LLC
INCREASED38,11035,554+2,556+7%$12.7M$13.1M+$406.8K2026-10-28
Redmond Asset Management, LLC
DECREASED37,86340,938-3,075-8%$14.6M$13.0M-$1.6M2026-10-27
Hohimer Wealth Management, LLC
DECREASED37,79437,879-850%$13.5M$13.0M-$532.7K2026-11-04
United Advisor Group, LLC
INCREASED37,74836,077+1,671+5%$12.9M$13.0M+$95.5K2026-11-03
Bison Wealth, LLC
INCREASED37,73931,970+5,769+18%$11.7M$13.3M+$1.6M2026-10-13
N10 Assets, LLC
INCREASED37,65633,184+4,472+13%$11.9M$13.0M+$1.1M2026-10-14
Vicus Capital
INCREASED37,47337,294+179+0%$13.3M$12.9M-$433.9K2026-11-05
Eagle Capital Management, LLC
DECREASED37,39642,460-5,064-12%$15.2M$12.9M-$2.3M2026-10-19
Trust Co of Oklahoma
DECREASED37,33239,142-1,810-5%$14.0M$12.8M-$1.1M2026-10-15
Culbertson A N & Co Inc
INCREASED37,30636,433+873+2%$13.0M$12.8M-$183.7K2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED37,12837,609-481-1%$13.4M$12.8M-$665.3K2026-11-02
Stenger Family Office, LLC
DECREASED36,89647,428-10,532-22%$16.9M$13.1M-$3.9M2026-10-22
Hoffman, Alan N Investment Management
DECREASED36,89538,283-1,388-4%$13.7M$12.7M-$986.4K2026-10-28
Codex Capital Asset Management L.L.C.
UNCHANGED36,81036,81000%$13.2M$12.7M-$489.2K2026-10-30
Granite Investment Partners, LLC
INCREASED36,72135,691+1,030+3%$12.8M$12.6M-$119.9K2026-11-04
Linscomb Wealth, Inc.
DECREASED36,53337,659-1,126-3%$13.5M$12.6M-$888.1K2026-11-05
Advisors Management Group Inc
DECREASED36,52236,651-1290%$13.1M$12.6M-$532.0K2026-11-05
RWQ Financial Management Services, Inc.
INCREASED36,46026,401+10,059+38%$9.4M$12.5M+$3.1M2026-10-19
Smithbridge Asset Management Inc
INCREASED36,44535,274+1,171+3%$12.6M$12.5M-$65.9K2026-10-19
E&G Advisors, LLC
DECREASED36,44237,162-720-2%$13.3M$12.5M-$741.6K2026-10-13
Integrated Financial Solutions, Inc.
INCREASED36,39734,447+1,950+6%$12.3M$12.5M+$213.2K2026-10-09
Cox Capital Mgt LLC
DECREASED36,34336,607-264-1%$13.1M$12.5M-$577.4K2026-10-07
Arkfeld Wealth Strategies, L.L.C.
DECREASED36,25437,071-817-2%$13.6M$12.7M-$878.0K2026-10-19
Sigma Investment Counselors Inc
INCREASED36,21633,073+3,143+10%$11.8M$12.5M+$641.6K2026-10-27
Leelyn Smith, LLC
DECREASED36,20939,170-2,961-8%$14.0M$12.5M-$1.5M2026-11-03
Tanager Wealth Management LLP
INCREASED36,11835,636+482+1%$12.7M$12.4M-$307.7K2026-10-19
Texas Bank & Trust Co
INCREASED36,08435,568+516+1%$12.7M$12.4M-$295.2K2026-11-04
Tema Etfs LLC
DECREASED36,05637,097-1,041-3%$13.3M$12.4M-$851.2K2026-10-16
MinichMacGregor Wealth Management, LLC
DECREASED36,04337,053-1,010-3%$13.2M$12.4M-$840.2K2026-10-14
New Hampshire Trust
INCREASED35,96535,961+4+0%$12.9M$12.4M-$476.5K2026-10-20
Chapin Davis, Inc.
INCREASED35,90435,627+277+1%$12.7M$12.4M-$378.1K2026-10-09
Norway Savings Bank
INCREASED35,86035,701+159+0%$12.8M$12.3M-$419.8K2026-10-20
Facet Wealth, Inc.
INCREASED35,82827,710+8,118+29%$9.9M$12.3M+$2.4M2026-11-04
Childress Capital Advisors, LLC
INCREASED35,79334,308+1,485+4%$12.3M$12.3M+$55.0K2026-10-28
Victory Financial Group, LLC
INCREASED35,59421,592+14,002+65%$7.7M$12.2M+$4.5M2026-10-27
Addenda Capital Inc.
UNCHANGED35,50035,50000%$12.7M$12.2M-$462.9K2026-10-13
Berbice Capital Management LLC
INCREASED35,27034,261+1,009+3%$12.2M$12.1M-$108.2K2026-10-13
Canopy Partners, LLC
INCREASED35,10334,397+706+2%$12.3M$12.1M-$214.2K2026-10-28
Helios Capital Management Pte. LTD
UNCHANGED35,10035,10000%$12.5M$12.1M-$466.5K2026-10-14
CoreCap Advisors, LLC
DECREASED35,00335,036-330%$12.5M$12.0M-$476.8K2026-10-08
Greater Midwest Financial Group, LLC
INCREASED34,94234,519+423+1%$12.3M$12.0M-$313.3K2026-10-13
Claro Advisors Inc.
INCREASED34,90633,305+1,601+5%$11.9M$12.0M+$108.3K2026-11-02
Kassira Wealth Management LLC
INCREASED34,81931,020+3,799+12%$11.1M$12.0M+$894.9K2026-10-28
CGN Advisors LLC
INCREASED34,79934,571+228+1%$12.4M$12.0M-$380.9K2026-10-21
Eurizon SLJ Capital Ltd
DECREASED34,78434,845-610%$12.5M$12.0M-$484.1K2026-11-06
Oliver Luxxe Assets LLC
INCREASED34,64825,715+8,933+35%$9.2M$11.9M+$2.7M2026-10-14
Triad Wealth Partners, LLC
DECREASED34,63935,049-410-1%$13.1M$11.9M-$1.2M2026-10-26
Activest Wealth Management
INCREASED34,62934,365+264+1%$12.3M$11.9M-$366.0K2026-10-15
Titleist Asset Management, LLC
INCREASED34,61332,517+2,096+6%$11.6M$11.9M+$289.4K2026-10-08
Asset Planning Services Inc
DECREASED34,59534,835-240-1%$12.4M$11.9M-$546.0K2026-10-15
Berkeley, Inc
DECREASED34,46734,543-760%$12.3M$11.9M-$485.4K2026-10-20
Advisor OS, LLC
DECREASED34,37435,163-789-2%$12.6M$11.8M-$738.9K2026-11-03
Ceera Investments, LLC
INCREASED34,28333,772+511+2%$12.1M$11.8M-$273.0K2026-11-02
Putney Financial Group LLC
DECREASED34,25634,876-620-2%$12.5M$11.8M-$676.8K2026-10-30
TenCore Partners, LP
UNCHANGED34,14134,14100%$12.2M$11.7M-$453.7K2026-11-05
XML Financial, LLC
DECREASED34,11536,391-2,276-6%$13.0M$11.7M-$1.3M2026-10-29
Paragon Private Wealth Management, LLC
DECREASED34,07044,951-10,881-24%$16.1M$11.7M-$4.3M2026-10-20
MCF Advisors LLC
INCREASED34,06233,128+934+3%$11.8M$11.7M-$119.1K2026-10-28
Capital Advisors Wealth Management, LLC
DECREASED34,02734,054-270%$12.2M$11.7M-$461.8K2026-10-09
Finer Wealth Management, Inc.
DECREASED33,99034,833-843-2%$12.4M$11.7M-$753.0K2026-10-16
Cidel Asset Management Inc
DECREASED33,98534,778-793-2%$12.4M$11.7M-$735.1K2026-10-29
Brown Shipley& Co Ltd
DECREASED33,49036,353-2,863-8%$13.0M$11.5M-$1.5M2026-10-09
Koa Wealth Management, LLC
INCREASED33,48231,741+1,741+5%$11.3M$11.5M+$177.2K2026-10-14
Obermeyer Wealth Partners
DECREASED33,41333,831-418-1%$12.1M$11.5M-$593.5K2026-10-21
Inscription Capital, LLC
DECREASED33,41244,885-11,473-26%$16.0M$11.5M-$4.5M2026-11-02
OAK Family Advisors, LLC
DECREASED33,27340,070-6,797-17%$14.3M$11.4M-$2.9M2026-10-19
Altman Advisors, Inc.
INCREASED33,25133,189+62+0%$11.9M$11.4M-$419.7K2026-11-05
Atala Financial Inc
INCREASED33,21932,917+302+1%$11.8M$11.4M-$333.5K2026-10-22
Romano Brothers and Company
INCREASED32,99932,700+299+1%$11.7M$11.4M-$331.7K2026-10-22
Waldron Private Wealth LLC
DECREASED32,99233,859-867-3%$12.1M$11.4M-$748.4K2026-11-02
Concord Wealth Partners
INCREASED32,95932,536+423+1%$11.6M$11.3M-$287.0K2026-11-02
Ring Mountain Capital, LLC
INCREASED32,90232,268+634+2%$11.5M$11.3M-$210.7K2026-10-13
Aries Wealth Management
INCREASED32,87132,741+130+0%$11.7M$11.3M-$390.4K2026-10-23
Agur Provident & Training Funds Management LTD
UNCHANGED32,87032,87000%$110.5K$113.1K+$2.6K2026-11-02
Asset Management Advisors, LLC
DECREASED32,83933,219-380-1%$11.9M$11.3M-$572.2K2026-10-26
Leeward Financial Partners, LLC
DECREASED32,83832,908-700%$11.8M$11.3M-$461.3K2026-10-23
Focused Alpha, LLC
DECREASED32,83635,723-2,887-8%$12.8M$11.3M-$1.5M2026-10-20
Parametrica Management Ltd
INCREASED32,79928,432+4,367+15%$10.2M$11.3M+$1.1M2026-10-27
Sterling Investment Counsel, LLC
INCREASED32,75632,127+629+2%$11.5M$11.3M-$210.5K2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED32,73932,678+61+0%$11.7M$11.3M-$413.3K2026-10-27
Fiduciary Family Office, LLC
INCREASED32,67132,650+21+0%$11.7M$11.2M-$426.7K2026-11-04
Concord Asset Management, LLC
INCREASED32,57431,008+1,566+5%$11.1M$11.2M+$126.6K2026-11-02
Plancorp, LLC
INCREASED32,56029,962+2,598+9%$10.6M$9.1M-$1.5M2026-11-03
Waterfront Wealth Inc.
INCREASED32,52628,543+3,983+14%$10.2M$11.0M+$827.8K2026-11-03
Maia Wealth LLC
INCREASED32,52630,786+1,740+6%$11.0M$11.2M+$189.6K2026-10-19
ZWJ Investment Counsel Inc
INCREASED32,50931,777+732+2%$11.4M$11.2M-$170.5K2026-10-15
EPG Wealth Management LLC
INCREASED32,49931,303+1,196+4%$11.2M$11.2M-$4.6K2026-11-03
Miramontes Capital, LLC
DECREASED32,44232,538-960%$11.6M$11.2M-$465.3K2026-10-19
Quadcap Wealth Management, LLC
DECREASED32,38633,216-830-2%$11.9M$11.1M-$726.8K2026-11-02
Capital Management Corp
DECREASED32,35532,500-1450%$11.6M$11.1M-$481.8K2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED32,32832,473-1450%$11.6M$11.1M-$481.7K2026-10-23
Shepherd Financial Partners LLC
DECREASED32,28632,332-460%$11.6M$11.1M-$445.7K2026-11-03
Morguard Lincluden Global Investments Ltd
DECREASED32,27333,228-955-3%$11.9M$11.1M-$771.0K2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED32,23832,23800%$11.5M$11.5M$02026-10-15
JFS Wealth Advisors, LLC
DECREASED32,16332,209-460%$11.5M$11.1M-$443.7K2026-11-03
Paragon Advisors, LLC
INCREASED32,14626,534+5,612+21%$9.5M$11.1M+$1.6M2026-11-03
Quadrant Private Wealth Management, LLC
INCREASED32,05728,417+3,640+13%$10.2M$11.0M+$875.0K2026-11-04
Shaker Investments LLC
INCREASED31,98631,974+12+0%$11.4M$11.0M-$420.8K2026-11-05
Dudley Capital Management, LLC
DECREASED31,95832,034-760%$11.4M$11.0M-$451.8K2026-10-23
William Allan Corp
DECREASED31,92932,236-307-1%$11.5M$11.0M-$534.0K2026-10-14
QV Investors Inc.
DECREASED31,92032,410-490-2%$11.6M$11.0M-$599.0K2026-10-20
Acropolis Investment Management, LLC
DECREASED31,91231,998-860%$11.4M$11.0M-$454.7K2026-10-08
ROI Financial Advisors, LLC
DECREASED31,81832,736-918-3%$11.7M$10.9M-$750.7K2026-10-19
Radnor Capital Management, LLC
INCREASED31,67931,455+224+1%$11.2M$10.9M-$341.0K2026-10-23
Founders Financial Securities LLC
INCREASED31,49930,859+640+2%$11.0M$10.8M-$189.6K2026-10-28
Evergreen Private Wealth LLC
INCREASED31,47531,058+417+1%$11.3M$10.8M-$438.0K2026-10-30
Cardinal Point Capital Management ULC
DECREASED31,22831,484-256-1%$11.3M$10.7M-$506.3K2026-10-21
Interchange Capital Partners, LLC
INCREASED31,18931,100+89+0%$11.1M$10.8M-$361.8K2026-10-28
Lynch & Associates
DECREASED31,11031,130-200%$11.1M$10.7M-$420.6K2026-10-13
Evermay Wealth Management LLC
INCREASED31,03531,013+22+0%$11.1M$10.7M-$404.7K2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED31,00026,000+5,000+19%$9.3M$10.7M+$1.4M2026-11-06
Heathbridge Capital Management Ltd.
DECREASED31,00031,335-335-1%$11.2M$10.7M-$531.7K2026-10-29
Unicom Systems, Inc.
UNCHANGED31,00031,00000%$11.1M$10.7M-$412.0K2026-10-13
Relyea Zuckerberg Hanson LLC
DECREASED30,74733,216-2,469-7%$11.9M$10.6M-$1.3M2026-10-20
WD Rutherford LLC
DECREASED30,74531,112-367-1%$11.1M$10.6M-$539.8K2026-10-26
Tandem Capital Management Corp
DECREASED30,73531,617-882-3%$11.3M$10.6M-$723.8K2026-10-22
Anchyra Partners LLC
INCREASED30,65327,698+2,955+11%$9.9M$10.5M+$648.7K2026-10-13
Capital Investment Services of America, Inc.
DECREASED30,64533,793-3,148-9%$12.1M$10.5M-$1.5M2026-11-02
Curated Wealth Partners LLC
INCREASED30,54520,488+10,057+49%$7.3M$10.5M+$3.2M2026-10-15
Hanson & Doremus Investment Management
DECREASED30,49431,099-605-2%$11.1M$10.5M-$622.0K2026-10-16
Councilmark Asset Management, LLC
UNCHANGED30,49230,49200%$10.9M$10.5M-$405.2K2026-10-20
Peddock Capital Advisors, LLC
DECREASED30,46130,891-430-1%$11.0M$10.5M-$558.6K2026-10-16
Baker Ellis Asset Management LLC
UNCHANGED30,40630,40600%$10.9M$10.5M-$404.1K2026-10-14
Oakworth Capital, Inc.
INCREASED30,27229,129+1,143+4%$10.4M$10.4M-$16.9K2026-10-26
Platform Technology Partners
INCREASED30,25729,436+821+3%$10.5M$10.4M-$109.0K2026-11-02
Stiles Financial Services Inc
INCREASED30,24429,809+435+1%$10.7M$10.4M-$246.4K2026-10-30
Commons Capital, LLC
DECREASED30,21731,931-1,714-5%$11.4M$10.4M-$1.0M2026-11-05
Beaumont Asset Management, L.L.C.
DECREASED30,19330,210-170%$10.8M$10.4M-$407.1K2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED30,18131,374-1,193-4%$11.2M$10.4M-$827.5K2026-11-02
Markowski Investments
DECREASED30,16833,347-3,179-10%$11.9M$10.4M-$1.5M2026-10-30
Jericho Financial, LLP
INCREASED30,16429,807+357+1%$10.7M$10.4M-$273.4K2026-10-13
Foster Group, Inc.
DECREASED30,14830,230-820%$10.8M$10.4M-$429.9K2026-10-13
Defender Capital, Llc.
INCREASED30,05930,009+50+0%$10.7M$10.3M-$381.6K2026-10-01
Oakmont Investment Advisors, Inc.
INCREASED29,88429,669+215+1%$10.6M$10.3M-$320.2K2026-10-21
Ignite Planners, LLC
INCREASED29,69627,493+2,203+8%$9.8M$10.3M+$425.5K2026-10-14
Clio Asset Management LLC
INCREASED29,69319,002+10,691+56%$6.8M$10.2M+$3.4M2026-10-13
J.Safra Asset Management Corp
INCREASED29,67825,405+4,273+17%$9.1M$10.2M+$1.1M2026-11-03
Kennon-Green & Company, LLC
DECREASED29,65430,503-849-3%$10.9M$10.2M-$697.5K2026-10-05
Abundance Wealth Counselors
INCREASED29,64928,822+827+3%$10.3M$10.2M-$98.5K2026-10-26
Root Financial Partners, LLC
INCREASED29,64827,056+2,592+10%$9.7M$10.2M+$532.5K2026-10-21
Orser Capital Management, LLC
DECREASED29,55229,594-420%$10.6M$10.2M-$407.8K2026-10-13
Ellis Investment Partners, LLC
DECREASED29,43429,586-152-1%$10.6M$10.1M-$445.6K2026-10-21
BigSur Wealth Management LLC
DECREASED29,35429,409-550%$10.5M$10.1M-$409.8K2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED29,31128,437+874+3%$10.2M$10.1M-$77.3K2026-10-27
Mystic Asset Management, Inc.
DECREASED29,22429,358-1340%$10.5M$10.1M-$436.3K2026-10-15
Nordwand Advisors, LLC
DECREASED29,07429,179-1050%$10.4M$10.0M-$423.9K2026-11-05
Nilsine Partners, LLC
INCREASED29,00128,424+577+2%$10.2M$10.0M-$179.2K2026-11-02
Credit Capital Investments LLC
UNCHANGED29,00029,00000%$10.4M$10.0M-$385.4K2026-10-22
Wealth Effects LLC
DECREASED28,91729,080-163-1%$10.4M$9.9M-$442.4K2026-10-23
Asset One Wealth Management LLC
INCREASED28,83926,116+2,723+10%$9.7M$9.9M+$236.0K2026-11-02
Warm Springs Advisors Inc.
INCREASED28,83128,170+661+2%$10.1M$9.9M-$146.9K2026-10-28
Provenance Wealth Advisors, LLC
INCREASED28,7152,321+26,394+1137%$829.5K$9.9M+$9.1M2026-10-30
Cohen Investment Advisors LLC
INCREASED28,71528,665+50+0%$10.2M$9.9M-$363.8K2026-10-20
Courier Capital LLC
INCREASED28,64827,313+1,335+5%$9.8M$9.9M+$96.2K2026-10-19
Connecticut Wealth Management, LLC
DECREASED28,45630,597-2,141-7%$10.9M$9.8M-$1.1M2026-10-13
Purus Wealth Management, LLC
DECREASED28,37428,809-435-2%$10.3M$9.8M-$532.7K2026-10-15
AGP Franklin, LLC
DECREASED28,35728,877-520-2%$10.3M$9.8M-$562.7K2026-11-04
Bank of Stockton
DECREASED28,34928,799-450-2%$10.3M$9.8M-$537.6K2026-10-20
Guyasuta Investment Advisors Inc
DECREASED28,33829,732-1,394-5%$10.6M$9.8M-$874.8K2026-10-15
111 Capital
DECREASED28,28530,060-1,775-6%$10.7M$9.7M-$1.0M2026-11-03
Bosman Wealth Management, LLC
DECREASED28,25528,532-277-1%$10.2M$9.7M-$474.5K2026-10-28
Franklin Street Advisors Inc
INCREASED28,25224,389+3,863+16%$8.7M$9.7M+$1.0M2026-10-13
Klingman & Associates, LLC
INCREASED28,25027,837+413+1%$9.9M$9.7M-$227.9K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED28,14924,285+3,864+16%$8.7M$9.7M+$1.0M2026-10-30
Buckhead Capital Management LLC
DECREASED28,12731,074-2,947-9%$11.1M$9.7M-$1.4M2026-11-03
Shelter Rock Management, LLC
DECREASED28,11928,243-1240%$10.1M$9.7M-$394.6K2026-10-09
Trilogy Capital Inc.
INCREASED28,05725,767+2,290+9%$9.2M$9.7M+$445.6K2026-10-20
Secure Asset Management, LLC
INCREASED27,94925,256+2,693+11%$9.0M$9.6M+$590.8K2026-10-19
Consilium Wealth Advisory, LLC
INCREASED27,94227,607+335+1%$9.9M$9.6M-$251.7K2026-10-14
Sovran Advisors, LLC
DECREASED27,91630,525-2,609-9%$10.2M$7.9M-$2.3M2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED27,87025,662+2,208+9%$9.2M$9.6M+$418.8K2026-10-19
Cypress Wealth Services, LLC
INCREASED27,83527,595+240+1%$9.9M$9.7M-$184.1K2026-10-21
Impact Capital Partners LLC
INCREASED27,81026,643+1,167+4%$9.5M$9.6M+$47.4K2026-10-22
Paradigm Asset Management Co LLC
DECREASED27,80031,210-3,410-11%$11.2M$9.6M-$1.6M2026-11-05
Ahara Advisors LLC
INCREASED27,78026,614+1,166+4%$9.5M$9.6M+$47.7K2026-10-29
Harrington Investments, Inc
DECREASED27,77728,541-764-3%$10.2M$9.6M-$642.2K2026-10-14
TrueMark Investments, LLC
NEW27,744—+27,744——$9.5M—2026-11-05
Boltwood Capital Management
INCREASED27,73927,174+565+2%$9.7M$9.5M-$166.7K2026-10-02
Atwood & Palmer Inc
INCREASED27,60724,456+3,151+13%$8.7M$9.5M+$759.2K2026-10-08
Independent Solutions Wealth Management, LLC
INCREASED27,58727,301+286+1%$9.8M$9.5M-$264.4K2026-10-28
Avantax Planning Partners, Inc.
INCREASED27,55426,604+950+4%$9.5M$9.5M-$26.8K2026-11-03
Blodgett Wealth Advisors, LLC
DECREASED27,38631,305-3,919-13%$11.2M$9.4M-$1.8M2026-10-23
Dala Group, LLC
INCREASED27,3491,165+26,184+2248%$416.5K$9.4M+$9.0M2026-10-29
Arlington Financial Advisors, LLC
DECREASED27,33227,541-209-1%$9.8M$9.4M-$437.8K2026-10-19
Lattice Capital Management, LLC
UNCHANGED27,30027,30000%$9.8M$9.4M-$362.8K2026-11-03
Blue Square Asset Management, LLC
DECREASED27,27328,410-1,137-4%$10.2M$9.4M-$768.8K2026-11-02
Convergence Financial, LLC
DECREASED27,13453,929-26,795-50%$19.3M$9.3M-$9.9M2026-10-27
Left Brain Wealth Management, LLC
DECREASED27,12927,444-315-1%$9.8M$9.3M-$473.1K2026-10-28
Capricorn Fund Managers Ltd
DECREASED27,10731,067-3,960-13%$11.1M$9.3M-$1.8M2026-11-03
Fortem Financial Group, LLC
INCREASED27,09025,873+1,217+5%$9.2M$9.3M+$74.9K2026-10-20
Q Fund Management (Hong Kong) Ltd
INCREASED27,070200+26,870+13435%$71.5K$9.3M+$9.2M2026-10-14
Global Wealth Management Investment Advisory, Inc.
DECREASED27,03831,551-4,513-14%$11.3M$9.3M-$2.0M2026-11-04
Lincoln Capital Corp
DECREASED26,92527,449-524-2%$9.8M$9.3M-$545.0K2026-10-13
PFG Advisors
DECREASED26,86027,010-150-1%$9.7M$9.2M-$410.3K2026-10-16
Ervin Investment Management, LLC
DECREASED26,75227,808-1,056-4%$9.9M$9.2M-$732.8K2026-10-23
Stokes Capital Advisors, LLC
INCREASED26,74624,753+1,993+8%$8.8M$9.2M+$356.8K2026-10-09
Hudson Canyon Capital Management
DECREASED26,69628,262-1,566-6%$10.1M$9.2M-$914.4K2026-11-04
Gradient Capital Advisors, LLC
INCREASED26,67226,189+483+2%$9.4M$9.2M-$181.9K2026-10-21
Essex Bank
INCREASED26,58725,470+1,117+4%$9.1M$9.1M+$45.8K2026-10-16
Enterprise Financial Services Corp
INCREASED26,58326,438+145+1%$9.4M$9.1M-$301.5K2026-11-03
Blume Capital Management, Inc.
UNCHANGED26,58326,58300%$9.5M$9.1M-$353.3K2026-10-26
Chickasaw Capital Management LLC
INCREASED26,53926,389+150+1%$9.4M$9.1M-$299.5K2026-10-08
Element Pointe Advisors, LLC
INCREASED26,51326,428+85+0%$9.4M$9.1M-$322.0K2026-10-21
Arvest Investments, Inc.
INCREASED26,36824,606+1,762+7%$8.8M$9.1M+$279.0K2026-10-21
Catalyst Capital Advisors LLC
DECREASED26,34026,598-258-1%$9.5M$9.1M-$442.3K2026-11-02
Epiq Partners, LLC
INCREASED26,23926,195+44+0%$9.4M$9.0M-$332.9K2026-10-07
Eos Management, L.P.
UNCHANGED26,23926,23900%$9.4M$9.0M-$348.7K2026-10-27
Montaka Global Pty Ltd
DECREASED26,16935,619-9,450-27%$12.7M$9.0M-$3.7M2026-11-05
Hixon Zuercher, LLC
DECREASED26,14627,802-1,656-6%$9.9M$9.0M-$939.2K2026-10-13
Townsend Asset Management Corp
DECREASED25,87326,265-392-1%$9.4M$8.9M-$483.8K2026-10-29
Altura Wealth Advisors Inc.
INCREASED25,86424,348+1,516+6%$8.7M$8.9M+$198.0K2026-10-22
BKM Wealth Management, LLC
INCREASED25,85620,104+5,752+29%$7.2M$8.9M+$1.7M2026-10-22
SWS Partners
DECREASED25,84728,144-2,297-8%$10.1M$8.9M-$1.2M2026-10-26
Integral Investment Advisors, Inc.
DECREASED25,84226,263-421-2%$9.4M$8.9M-$494.1K2026-11-03
GHP Investment Advisors, Inc.
DECREASED25,75226,219-467-2%$9.4M$8.9M-$509.2K2026-10-15
Harbour Trust & Investment Management Co
DECREASED25,69626,051-355-1%$9.3M$8.8M-$468.4K2026-10-28
Capital Investment Counsel, Inc
INCREASED25,69325,647+46+0%$9.2M$8.8M-$325.0K2026-10-20
Winthrop Advisory Group LLC
INCREASED25,67125,191+480+2%$9.0M$8.8M-$169.5K2026-10-22
Formidable Asset Management, LLC
DECREASED25,64627,147-1,501-6%$7.3M$9.2M+$1.9M2026-11-03
Ridgewood Investments LLC
INCREASED25,63825,632+6+0%$9.2M$8.8M-$338.5K2026-10-05
Private Management Group Inc
DECREASED25,59546,656-21,061-45%$16.7M$8.8M-$7.9M2026-11-04
Joseph Group Capital Management
INCREASED25,59321,602+3,991+18%$7.7M$8.8M+$1.1M2026-11-04
Trek Financial, LLC
INCREASED25,54023,899+1,641+7%$8.5M$8.8M+$246.8K2026-10-29
MV Capital Management, Inc.
DECREASED25,49825,731-233-1%$9.2M$8.8M-$422.1K2026-10-29
Shayne & Jacobs, LLC
DECREASED25,42525,653-228-1%$9.2M$8.7M-$419.4K2026-10-21
BIP Wealth, LLC
INCREASED25,42324,915+508+2%$8.9M$8.7M-$156.3K2026-10-22
Kercheville Advisors, LLC
DECREASED25,40225,952-550-2%$9.3M$8.7M-$534.1K2026-10-19
Guerra PAN Advisors, LLC
DECREASED25,37925,479-1000%$9.1M$8.7M-$370.5K2026-10-26
Terra Nova Asset Management LLC
DECREASED25,30125,325-240%$9.1M$8.7M-$344.8K2026-10-13
Mattern Wealth Management LLC
INCREASED25,29025,286+4+0%$9.0M$8.7M-$334.7K2026-11-04
Beacon Financial Group
INCREASED25,23723,008+2,229+10%$8.2M$8.7M+$460.9K2026-10-19
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED25,20020,200+5,000+25%$7.2M$8.7M+$1.5M2026-10-22
Weaver Capital Management LLC
INCREASED25,18314,246+10,937+77%$4.1M$8.7M+$4.6M2026-10-15
Accuvest Global Advisors
INCREASED25,16318,631+6,532+35%$6.7M$8.7M+$2.0M2026-11-04
Norman Fields, Gottscho Capital Management, LLC
DECREASED25,15525,365-210-1%$9.1M$8.7M-$409.4K2026-10-05
Highline Wealth Partners LLC
INCREASED25,11624,059+1,057+4%$8.6M$8.6M+$44.1K2026-10-19
Semus Wealth Partners LLC
INCREASED25,11023,857+1,253+5%$8.5M$8.6M+$114.1K2026-10-22
Lineweaver Wealth Advisors, LLC
INCREASED25,10324,035+1,068+4%$8.6M$8.6M+$48.0K2026-10-13
Chemistry Wealth Management LLC
INCREASED25,09825,064+34+0%$9.0M$8.6M-$321.4K2026-10-16
RBA Wealth Management, LLC
INCREASED25,09218,679+6,413+34%$6.7M$8.6M+$2.0M2026-10-28
Quattro Financial Advisors LLC
INCREASED25,09221,019+4,073+19%$7.5M$8.6M+$1.1M2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED25,03123,932+1,099+5%$8.6M$8.6M+$60.1K2026-11-02
Stablepoint Partners, LLC
DECREASED25,00925,660-651-3%$9.2M$8.6M-$565.0K2026-11-03
Davidson Kahn Capital Management, LLC
DECREASED24,99925,431-432-2%$9.1M$8.6M-$486.7K2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED24,91430,069-5,155-17%$10.7M$8.6M-$2.2M2026-10-14
FSM Wealth Advisors, LLC
DECREASED24,90325,480-577-2%$9.1M$8.7M-$432.2K2026-10-27
Family Legacy, Inc.
DECREASED24,83924,953-1140%$8.9M$8.5M-$370.8K2026-10-13
Prosperity Financial Group, Inc.
INCREASED24,78322,716+2,067+9%$8.1M$8.5M+$409.5K2026-10-29
Baker Tilly Wealth Management, LLC
INCREASED24,77624,475+301+1%$8.7M$8.5M-$221.4K2026-10-05
RD Finance Ltd
UNCHANGED24,73224,73200%$8.8M$8.5M-$328.0K2026-10-26
Nicholas Hoffman & Company, Llc.
DECREASED24,69425,171-477-2%$9.0M$8.5M-$498.7K2026-10-30
Essex LLC
INCREASED24,69024,362+328+1%$8.7M$8.5M-$210.8K2026-10-14
Dagco, Inc.
INCREASED24,66723,169+1,498+6%$8.3M$8.5M+$207.5K2026-10-20
Haven Capital Group, Inc.
INCREASED24,56724,330+237+1%$8.7M$8.5M-$241.8K2026-10-13
MBL Wealth, LLC
INCREASED24,44123,796+645+3%$8.5M$8.4M-$94.4K2026-10-22
AdvisorNet Financial, Inc
INCREASED24,44123,908+533+2%$8.5M$8.5M-$47.3K2026-10-15
Insight Advisors, LLC/ PA
DECREASED24,40524,827-422-2%$8.9M$8.4M-$475.6K2026-10-22
Regent Peak Wealth Advisors LLC
INCREASED24,31023,545+765+3%$8.4M$8.4M-$49.9K2026-10-13
Herold Advisors, Inc.
DECREASED24,29625,060-764-3%$9.0M$8.4M-$603.2K2026-10-19
Leonteq Securities AG
DECREASED24,28855,599-31,311-56%$19.9M$8.4M-$11.5M2026-10-29
Barrett & Company, Inc.
INCREASED24,28613,445+10,841+81%$4.8M$8.3M+$3.5M2026-10-22
Armstrong Henry H Associates Inc
DECREASED24,25524,305-500%$8.7M$8.3M-$340.2K2026-10-07
Lavelle Capital LP
DECREASED24,19424,895-701-3%$8.9M$8.3M-$572.0K2026-11-03
Versant Capital Management, Inc
DECREASED24,08924,300-211-1%$8.7M$8.3M-$395.7K2026-10-02
Granite Islands Private Wealth, LLC
INCREASED24,03323,619+414+2%$8.4M$8.2M-$165.6K2026-10-16
Kathmere Capital Management, LLC
INCREASED23,95922,409+1,550+7%$8.0M$8.2M+$235.3K2026-10-20
Jones Kertz & Associates, Inc.
DECREASED23,93125,192-1,261-5%$9.0M$8.2M-$768.7K2026-10-28
Arista Wealth Management, LLC
INCREASED23,84123,535+306+1%$8.4M$8.2M-$207.5K2026-10-29
StoneCrest Wealth Management, Inc.
DECREASED23,81224,198-386-2%$8.6M$8.2M-$454.4K2026-11-03
Monument Capital Management
INCREASED23,78623,169+617+3%$8.3M$8.2M-$95.7K2026-10-09
Hager Investment Management Services, LLC
DECREASED23,78224,361-579-2%$8.7M$8.2M-$523.0K2026-11-04
Northbridge Financial Group, LLC
INCREASED23,68022,997+683+3%$8.2M$8.2M+$14.7K2026-11-05
Promethium Advisors,llc
INCREASED23,66523,098+567+2%$8.3M$8.1M-$111.9K2026-10-19
StoryOne LLC
INCREASED23,65811,024+12,634+115%$3.9M$8.1M+$4.2M2026-10-13
Bouvel Investment Partners, LLC
DECREASED23,64524,032-387-2%$8.6M$8.1M-$452.5K2026-10-13
Mitchell Sinkler & Starr
DECREASED23,64324,651-1,008-4%$8.8M$8.1M-$674.4K2026-10-13
626 Financial, LLC
INCREASED23,63523,565+70+0%$8.4M$8.1M-$289.1K2026-11-04
Biltmore Family Office, LLC
INCREASED23,42823,029+399+2%$8.2M$8.1M-$168.8K2026-11-03
ARQ Wealth Advisors, LLC
INCREASED23,42322,812+611+3%$7.8M$8.1M+$255.9K2026-10-29
Rydar Equities, Inc.
DECREASED23,41023,453-430%$8.3M$8.2M-$139.4K2026-10-13
Aurora Investment Managers, Llc.
DECREASED23,32723,423-960%$8.4M$8.0M-$345.0K2026-10-15
Hudson Capital Management LLC
DECREASED23,30324,538-1,235-5%$8.8M$8.0M-$751.3K2026-10-20
State of Wyoming
DECREASED23,27728,257-4,980-18%$10.1M$8.0M-$2.1M2026-10-28
Ardent Capital Management, Inc.
NEW23,258—+23,258——$8.0M—2026-10-16
Oarsman Capital, Inc.
INCREASED23,25221,313+1,939+9%$7.6M$8.0M+$384.0K2026-11-05
River Street Advisors LLC
INCREASED23,21122,244+967+4%$7.9M$8.0M+$37.1K2026-10-22
McAdam, LLC
INCREASED23,19522,218+977+4%$7.9M$8.0M+$41.1K2026-10-21
Penbrook Management LLC
UNCHANGED23,17023,17000%$8.3M$8.0M-$307.9K2026-10-16
Atlantic Edge Private Wealth Management, LLC
DECREASED23,09724,510-1,413-6%$8.8M$7.9M-$811.9K2026-10-20
Almanack Investment Partners, Llc.
DECREASED23,05623,254-198-1%$8.3M$7.9M-$377.1K2026-11-03
HBW Advisory Services LLC
DECREASED22,94724,736-1,789-7%$8.8M$7.9M-$944.4K2026-10-15
South Shore Capital Advisors
DECREASED22,82524,006-1,181-5%$8.6M$7.9M-$725.3K2026-10-20
First International Bank of Israel Ltd.
INCREASED22,77321,819+954+4%$7.8M$7.8M+$38.3K2026-11-04
Compass Financial Management LLC
DECREASED22,62226,040-3,418-13%$9.4M$7.8M-$1.6M2026-10-30
Brick & Kyle, Associates
INCREASED22,52822,017+511+2%$6.3M$7.8M+$1.4M2026-11-05
JSF Financial, LLC
INCREASED22,49421,931+563+3%$7.8M$7.7M-$97.6K2026-10-22
Sather Financial Group Inc
DECREASED22,48922,662-173-1%$8.1M$7.7M-$360.7K2026-10-30
Jm2 Capital Inc.
DECREASED22,48622,560-740%$8.1M$7.7M-$325.2K2026-10-14
Karras Company, Inc.
INCREASED22,43322,430+3+0%$8.0M$7.7M-$297.1K2026-10-16
Ayalon Insurance Comp Ltd.
INCREASED22,36017,660+4,700+27%$6.3M$7.7M+$1.4M2026-10-08
Western Pacific Wealth Management, LP
INCREASED22,35721,722+635+3%$7.8M$7.7M-$70.2K2026-10-16
LaFleur & Godfrey LLC
INCREASED22,29021,462+828+4%$7.7M$7.7M-$3322026-10-27
SmartHarvest Portfolios, LLC
DECREASED22,28125,208-2,927-12%$9.0M$7.7M-$1.3M2026-10-26
Enclave Advisors LLC
DECREASED22,25622,352-960%$8.0M$7.7M-$330.3K2026-10-14
John G Ullman & Associates Inc
DECREASED22,20622,620-414-2%$8.1M$7.6M-$443.1K2026-11-04
Beverly Hills Private Wealth, LLC
INCREASED22,17319,396+2,777+14%$6.9M$7.6M+$697.7K2026-11-04
Quartz Partners, LLC
INCREASED22,15821,946+212+1%$7.8M$7.6M-$218.6K2026-11-03
Fairvoy Private Wealth, LLC
INCREASED22,15319,534+2,619+13%$7.0M$7.6M+$641.7K2026-10-19
Greenspring Advisors, LLC
INCREASED22,07621,026+1,050+5%$7.5M$7.6M+$82.0K2026-11-05
LCM Capital Management Inc
INCREASED22,05222,007+45+0%$7.9M$7.6M-$276.9K2026-10-20
Vann Equity Management LLC
INCREASED22,02822,001+27+0%$7.9M$7.6M-$283.1K2026-10-08
William John Sempolinski
INCREASED22,02321,512+511+2%$7.7M$7.6M-$110.1K2026-10-20
Ebert Capital Management Inc.
INCREASED21,81921,560+259+1%$7.7M$7.5M-$197.4K2026-10-08
Piscataqua Savings Bank
DECREASED21,79822,823-1,025-4%$8.2M$7.5M-$656.0K2026-10-21
Brown University
NEW21,712—+21,712——$7.5M—2026-11-05
Solstein Capital, LLC
DECREASED21,66621,761-950%$7.8M$7.5M-$321.9K2026-11-02
Winthrop Capital Management, LLC
INCREASED21,58921,268+321+2%$7.6M$7.4M-$172.7K2026-11-05
St. Clair Advisors, LLC
INCREASED21,58821,465+123+1%$7.7M$7.4M-$242.9K2026-10-13
MSH Capital Advisors LLC
INCREASED21,53620,135+1,401+7%$7.2M$7.4M+$213.0K2026-11-03
First Affirmative Financial Network
NEW21,529—+21,529——$7.4M—2026-10-21
Harold Davidson & Associates Inc.
DECREASED21,49121,751-260-1%$7.8M$7.4M-$378.4K2026-10-29
Burns J W & Co Inc
DECREASED21,48821,512-240%$7.7M$7.4M-$294.2K2026-10-20
OceanIQ Capital, LLC
INCREASED21,47318,126+3,347+18%$6.2M$7.6M+$1.4M2026-10-19
Visionary Wealth Advisors
INCREASED21,47221,347+125+1%$7.6M$7.4M-$240.9K2026-11-04
Marks Group Wealth Management, Inc
INCREASED21,41321,147+266+1%$7.6M$7.4M-$189.5K2026-11-05
Traveka Wealth, LLC
INCREASED21,39720,528+869+4%$7.3M$7.4M+$26.2K2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED21,31321,343-300%$7.6M$7.3M-$294.0K2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED21,29621,697-401-2%$7.8M$7.3M-$426.3K2026-10-28
Vanderbilt University
DECREASED21,28021,662-382-2%$7.7M$7.3M-$419.3K2026-11-02
RMR Wealth Builders
INCREASED21,25219,984+1,268+6%$7.1M$7.3M+$170.7K2026-10-22
James J. Burns & Company, LLC
DECREASED21,24921,405-156-1%$7.6M$7.3M-$338.0K2026-10-22
WBH Advisory Inc
DECREASED21,13421,425-291-1%$7.7M$7.3M-$385.2K2026-11-05
Eleva Capital SAS
DECREASED21,10527,967-6,862-25%$8.0M$7.3M-$780.4K2026-10-06
Turn8 Private Wealth Inc.
DECREASED21,00122,873-1,872-8%$8.2M$7.2M-$932.2K2026-11-05
Valley National Advisers Inc
DECREASED20,98233,548-12,566-37%$12.0M$7.2M-$4.8M2026-10-23
Aspen Investment Management Inc
INCREASED20,96820,850+118+1%$7.5M$7.2M-$236.0K2026-11-05
Blueprint Investment Partners LLC
DECREASED20,87728,914-8,037-28%$10.3M$7.2M-$3.1M2026-10-28
Eagle Bluffs Wealth Management LLC
DECREASED20,78020,979-199-1%$7.5M$7.1M-$347.3K2026-10-20
Abel Hall, LLC
INCREASED20,77019,540+1,230+6%$7.0M$7.1M+$163.5K2026-10-19
Clear Creek Financial Management, LLC
DECREASED20,65521,403-748-3%$7.6M$7.1M-$541.9K2026-10-28
Centerpoint Advisors, LLC
INCREASED20,65420,197+457+2%$7.2M$7.1M-$112.0K2026-11-05
Elevation Wealth Partners, LLC
DECREASED20,59021,915-1,325-6%$7.8M$7.1M-$747.1K2026-10-07
Bluesphere Advisors LLC
DECREASED20,48220,488-60%$7.3M$7.0M-$274.2K2026-10-19
Insight Wealth Strategies, LLC
DECREASED20,46020,481-210%$7.4M$7.0M-$358.3K2026-10-09
Global Assets Advisory, LLC
INCREASED20,45820,372+86+0%$7.3M$7.1M-$232.5K2026-10-28
Financial Management Network Inc
INCREASED20,43520,425+10+0%$7.1M$7.0M-$63.4K2026-10-09
Tranquility Partners, LLC
DECREASED20,40822,762-2,354-10%$8.1M$7.0M-$1.1M2026-10-20
Optimas Capital Ltd
NEW20,400—+20,400——$7.0M—2026-11-03
Hollow Brook Wealth Management LLC
DECREASED20,38827,071-6,683-25%$9.7M$7.0M-$2.7M2026-10-29
Unique Wealth Strategies, LLC
UNCHANGED20,38720,38700%$7.3M$7.3M$02026-10-13
Creative Financial Designs Inc
DECREASED20,37121,147-776-4%$7.6M$7.0M-$547.9K2026-11-04
Clearwave Capital, LLC
INCREASED20,36620,033+333+2%$7.2M$7.0M-$151.7K2026-10-27
Bangor Savings Bank
DECREASED20,36225,469-5,107-20%$9.1M$7.0M-$2.1M2026-10-06
Lighthouse Financial Services Inc
INCREASED20,34420,322+22+0%$7.3M$7.0M-$340.5K2026-11-02
Clear Trail Advisors, LLC
INCREASED20,33210,521+9,811+93%$3.8M$7.0M+$3.2M2026-10-20
Deane Retirement Strategies, Inc.
DECREASED20,31520,402-870%$7.3M$7.0M-$300.7K2026-10-09
Processus Wealth & Capital Management, LLC
DECREASED20,30520,455-150-1%$7.3M$7.0M-$323.4K2026-10-16
Titan Investment Management LLC
DECREASED20,29621,845-1,549-7%$7.8M$7.0M-$823.5K2026-10-22
Patten Group, Inc.
INCREASED20,25219,663+589+3%$7.0M$7.0M-$58.9K2026-10-26
Butensky & Cohen Financial Security, Inc
DECREASED20,23920,280-410%$7.2M$7.0M-$283.6K2026-10-13
Tufton Capital Management
DECREASED20,21120,496-285-1%$7.3M$7.0M-$370.0K2026-10-20
ARS Wealth Advisors Group, LLC
DECREASED20,13620,656-520-3%$7.4M$6.9M-$453.5K2026-10-16
Pennsylvania Capital Management Inc
DECREASED20,10920,317-208-1%$7.3M$6.9M-$341.6K2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED20,10217,903+2,199+12%$6.4M$6.9M+$519.0K2026-10-26
Lederer & Associates Investment Counsel
DECREASED19,99020,505-515-3%$7.3M$6.9M-$450.0K2026-10-23
Mechanics Financial Corp
DECREASED19,96620,178-212-1%$7.2M$6.9M-$341.1K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED19,94819,936+12+0%$6.8M$6.8M-$32.1K2026-10-21
Charles Schwab Trust Co
INCREASED19,91117,950+1,961+11%$6.4M$6.9M+$436.2K2026-10-15
Ironwood Financial, llc
DECREASED19,90620,201-295-1%$7.1M$6.8M-$271.8K2026-10-20
First Community Trust NA
INCREASED19,90318,694+1,209+6%$6.7M$6.8M+$167.5K2026-10-07
Amarillo National Bank
DECREASED19,87219,886-140%$7.1M$6.8M-$269.1K2026-10-23
Tilia Fiduciary Partners, Inc.
DECREASED19,86420,437-573-3%$7.3M$6.8M-$468.8K2026-10-09
Archer Investment Corp
DECREASED19,84820,018-170-1%$7.2M$6.8M-$324.3K2026-11-05
GoalVest Advisory LLC
INCREASED19,82719,370+457+2%$6.9M$6.8M-$100.2K2026-10-02
Sitrin Capital Management LLC
DECREASED19,81320,190-377-2%$7.2M$6.8M-$398.0K2026-10-19
Guinness Atkinson Asset Management Inc
DECREASED19,81320,101-288-1%$7.2M$6.8M-$366.2K2026-11-05
Floyd Financial Group LLC
INCREASED19,77319,124+649+3%$6.9M$7.0M+$120.2K2026-10-28
Revolve Wealth Partners, LLC
INCREASED19,76918,709+1,060+6%$6.7M$6.8M+$116.0K2026-10-23
Cooper Investors PTY LTD
DECREASED19,75825,553-5,795-23%$9.1M$6.8M-$2.3M2026-10-13
Pinnacle Bancorp, Inc.
DECREASED19,73619,908-172-1%$7.1M$6.8M-$323.8K2026-10-21
Strengthening Families & Communities, LLC
DECREASED19,71820,102-384-2%$7.2M$6.8M-$399.2K2026-10-21
Tower View Wealth Management LLC
INCREASED19,66118,332+1,329+7%$6.6M$6.8M+$213.5K2026-10-23
Silphium Asset Management Ltd
UNCHANGED19,51019,51000%$7.0M$6.7M-$259.3K2026-10-27
Grey Ledge Advisors, LLC
DECREASED19,46819,574-106-1%$7.0M$6.7M-$296.6K2026-11-02
Navigation Group, LLC
DECREASED19,40119,976-575-3%$7.1M$6.7M-$463.4K2026-10-28
Howard Financial Services, Ltd.
INCREASED19,35716,818+2,539+15%$6.0M$6.7M+$650.4K2026-10-15
One Wealth Capital Management, LLC
INCREASED19,34818,190+1,158+6%$6.5M$6.7M+$156.8K2026-10-23
Rockingstone Advisors LLC
DECREASED19,32719,617-290-1%$7.0M$6.6M-$360.5K2026-10-16
Balboa Wealth Partners
INCREASED19,28918,913+376+2%$6.8M$6.6M-$122.2K2026-10-20
Harbour Capital Advisors, LLC
DECREASED19,26719,342-750%$6.9M$6.6M-$279.2K2026-10-13
Alpha Omega Wealth Management LLC
DECREASED19,24819,264-160%$6.9M$6.6M-$261.5K2026-10-23
Barton Investment Management
DECREASED19,15519,268-113-1%$6.9M$6.6M-$295.0K2026-10-27
BridgePort Financial Solutions, LLC
INCREASED19,13018,323+807+4%$6.5M$6.6M+$34.1K2026-11-02
Wealth Group, Ltd.
DECREASED19,10576,506-57,401-75%$27.3M$6.6M-$20.8M2026-10-30
KPP Advisory Services LLC
DECREASED19,08221,348-2,266-11%$7.6M$6.6M-$1.1M2026-10-26
Means Investment Co., Inc.
INCREASED19,07918,702+377+2%$6.7M$6.6M-$118.6K2026-11-03
Cornerstone Enterprises, LLC
DECREASED19,07530,311-11,236-37%$10.8M$6.6M-$4.3M2026-10-15
Reflection Asset Management
INCREASED19,05617,255+1,801+10%$6.2M$6.6M+$390.4K2026-10-28
First Bank & Trust
DECREASED19,04819,180-132-1%$6.9M$6.6M-$300.3K2026-10-19
Kendall Capital Management
DECREASED19,03419,239-205-1%$6.9M$6.5M-$326.2K2026-10-23
LB Partners LLC
UNCHANGED19,00019,00000%$6.8M$6.5M-$252.5K2026-11-05
Souders Financial Advisors
INCREASED18,98616,117+2,869+18%$5.8M$6.5M+$772.7K2026-11-03
Grant Private Wealth Management Inc
DECREASED18,92723,245-4,318-19%$8.3M$6.5M-$1.8M2026-10-19
Excalibur Management Corp
INCREASED18,92718,845+82+0%$6.7M$6.5M-$222.2K2026-11-02
Lewis Asset Management, LLC
DECREASED18,87719,396-519-3%$6.9M$6.5M-$436.6K2026-10-14
Rahlfs Capital, LLC
DECREASED18,82920,115-1,286-6%$7.2M$6.5M-$709.8K2026-10-23
Point Windward Advisors Inc.
DECREASED18,81319,361-548-3%$6.9M$6.5M-$445.9K2026-11-06
Nautilus Advisors LLC
DECREASED18,74019,893-1,153-6%$7.1M$6.4M-$657.4K2026-10-07
Crown Wealth Group, LLC
DECREASED18,73819,969-1,231-6%$7.1M$6.4M-$689.0K2026-10-19
Autumn Glory Partners, LLC
INCREASED18,71718,662+55+0%$6.7M$6.4M-$229.1K2026-10-26
Grace & White Inc
INCREASED18,71110,225+8,486+83%$3.7M$6.4M+$2.8M2026-10-23
Pinion Investment Advisors, LLC
INCREASED18,65318,558+95+1%$6.6M$6.4M-$213.9K2026-11-04
Central Valley Advisors, LLC
DECREASED18,64218,784-142-1%$6.7M$6.4M-$298.3K2026-10-27
Summit Wealth Group LLC / Co
INCREASED18,61513,380+5,235+39%$4.8M$6.4M+$1.6M2026-10-29
Kessler Investment Group, LLC
DECREASED18,58119,225-644-3%$6.9M$6.4M-$477.1K2026-10-08
Certified Advisory Corp
DECREASED18,50219,479-977-5%$7.0M$6.4M-$595.1K2026-10-29
Investment Management Trust, LLC
DECREASED18,47518,634-159-1%$6.7M$6.4M-$302.3K2026-11-05
Watchman Group, Inc.
DECREASED18,47019,319-849-4%$6.9M$6.4M-$548.8K2026-10-16
Orrstown Financial Services Inc
DECREASED18,46318,633-170-1%$6.7M$6.4M-$306.1K2026-10-14
Mirabaud & Cie SA
INCREASED18,45818,085+373+2%$6.5M$6.4M-$112.0K2026-10-27
Green Ridge Wealth Planning LLC
DECREASED18,45020,167-1,717-9%$7.2M$6.3M-$859.1K2026-10-08
Tobam
DECREASED18,42633,832-15,406-46%$12.1M$6.3M-$5.8M2026-11-03
Marion Wealth Management
INCREASED18,41518,179+236+1%$6.5M$6.3M-$160.5K2026-10-22
Eagle Strategies LLC
INCREASED18,35018,185+165+1%$6.5M$6.3M-$184.8K2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED18,3472,488+15,859+637%$889.1K$6.4M+$5.5M2026-10-20
Noesis Capital Mangement Corp
INCREASED18,31117,016+1,295+8%$6.1M$6.3M+$219.5K2026-10-26
Insight Inv LLC
DECREASED18,30818,409-101-1%$6.6M$6.3M-$279.4K2026-10-27
Income Insurance Ltd
INCREASED18,28018,080+200+1%$6.5M$6.3M-$171.5K2026-10-21
Polaris Investment Advisors, LLC
UNCHANGED18,23918,23900%$6.5M$6.3M-$242.3K2026-10-20
Vigilare Wealth Management
INCREASED18,23518,219+16+0%$6.5M$6.3M-$236.4K2026-10-29
Spectrum Strategic Capital Management, LLC
INCREASED18,19817,208+990+6%$6.1M$6.3M+$112.0K2026-10-22
3Chopt Investment Partners, LLC
INCREASED18,19212,697+5,495+43%$4.5M$6.3M+$1.7M2026-10-30
Alhambra Investment Management LLC
DECREASED18,19018,331-141-1%$6.6M$6.3M-$292.1K2026-10-15
Roxbury Financial LLC
INCREASED18,18818,086+102+1%$6.5M$6.3M-$205.0K2026-10-01
Aspetuck Financial Management LLC
DECREASED18,12119,716-1,595-8%$7.0M$6.2M-$810.8K2026-11-04
OMC Financial Services LTD
DECREASED18,11234,365-16,253-47%$12.3M$6.2M-$6.0M2026-10-19
Herbst Group, LLC
DECREASED18,10618,824-718-4%$6.7M$6.2M-$497.2K2026-10-20
Collaborative Fund Advisors, LLC
INCREASED18,06414,844+3,220+22%$5.3M$6.2M+$910.7K2026-11-02
Mccarter Private Wealth Services LLC
DECREASED18,02018,282-262-1%$6.5M$6.2M-$333.1K2026-10-22
LEE Danner & Bass Inc
DECREASED18,01118,126-115-1%$6.5M$6.2M-$280.5K2026-10-27
Viking Fund Management LLC
UNCHANGED18,00018,00000%$6.4M$6.2M-$239.2K2026-10-14
SkyOak Wealth, LLC
DECREASED17,88018,614-734-4%$6.7M$6.2M-$499.9K2026-10-28
BG Investment Services, LLC
INCREASED17,8331,501+16,332+1088%$536.5K$6.1M+$5.6M2026-10-23
Progressive Investment Management Corp
DECREASED17,82918,309-480-3%$6.5M$6.1M-$408.5K2026-10-26
Great Diamond Partners, LLC
DECREASED17,82218,219-397-2%$6.5M$6.1M-$378.7K2026-10-13
Malaga Cove Capital, LLC
DECREASED17,81119,081-1,270-7%$6.8M$6.1M-$690.6K2026-10-23
Evolution Wealth Advisors, LLC
INCREASED17,77615,773+2,003+13%$5.6M$6.1M+$479.5K2026-11-03
Fjell Capital, LLC
INCREASED17,77217,365+407+2%$6.2M$6.1M-$90.7K2026-10-13
Freedom Day Solutions, LLC
INCREASED17,71316,989+724+4%$6.1M$6.1M+$23.1K2026-10-20
Kelleher Financial Advisors
DECREASED17,65839,268-21,610-55%$14.0M$6.1M-$8.0M2026-10-30
Waterway Wealth Management, LLC
INCREASED17,63716,735+902+5%$6.0M$6.1M+$88.1K2026-10-28
Brucke Financial, Inc.
INCREASED17,61316,470+1,143+7%$5.9M$6.1M+$174.4K2026-10-23
Davidson Capital Management Inc.
INCREASED17,59217,175+417+2%$6.1M$6.1M-$84.8K2026-10-15
Aspire Private Capital, LLC
DECREASED17,55718,295-738-4%$6.5M$6.0M-$497.2K2026-11-05
Accredited Investors Inc.
INCREASED17,55117,147+404+2%$6.1M$6.0M-$89.1K2026-11-03
Lebenthal Global Advisors, LLC
INCREASED17,54517,205+340+2%$6.1M$6.0M-$111.6K2026-10-28
Core Wealth Partners LLC
INCREASED17,48617,391+95+1%$6.2M$6.0M-$198.4K2026-11-02
Canandaigua National Bank & Trust Co
INCREASED17,47117,086+385+2%$6.1M$6.0M-$94.6K2026-10-07
Inlet Private Wealth, LLC
UNCHANGED17,45517,45500%$6.2M$6.0M-$232.0K2026-10-21
Towne Trust Company, N.a
DECREASED17,44817,613-165-1%$6.3M$6.0M-$290.9K2026-10-28
ICW Investment Advisors LLC
DECREASED17,42717,840-413-2%$6.4M$6.0M-$379.1K2026-10-27
Burke & Herbert Bank & Trust Co
DECREASED17,41217,788-376-2%$6.4M$6.0M-$365.8K2026-11-02
DeDora Capital, Inc.
DECREASED17,40120,156-2,755-14%$7.2M$6.0M-$1.2M2026-10-26
Jacobsen Capital Management
DECREASED17,39317,429-360%$6.2M$6.0M-$244.0K2026-10-27
Harfst & Associates, Inc.
INCREASED17,33416,584+750+5%$5.9M$6.0M+$37.3K2026-10-20
Wincap Financial LLC
INCREASED17,31115,768+1,543+10%$5.6M$6.0M+$321.5K2026-10-20
Veracity Capital LLC
INCREASED17,31017,081+229+1%$6.1M$6.0M-$148.2K2026-10-08
Virtue Capital Management, LLC
INCREASED17,25916,107+1,152+7%$5.8M$5.9M+$181.6K2026-10-29
Key FInancial Inc
INCREASED17,20417,109+95+1%$6.1M$5.9M-$194.7K2026-11-02
Retirement Planning Co of New England, Inc.
DECREASED17,18317,727-544-3%$6.3M$5.9M-$422.8K2026-10-15
Parkway Wealth Management Group, LLC
INCREASED17,10914,732+2,377+16%$5.3M$5.9M+$622.1K2026-10-20
Prairie Advisory, LLC
INCREASED17,1028,573+8,529+99%$3.1M$5.9M+$2.8M2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED17,09017,09000%$6.2M$5.9M-$243.4K2026-10-15
Onyx Bridge Wealth Group LLC
INCREASED17,08916,539+550+3%$5.9M$5.9M-$30.6K2026-10-16
Financial Advisory Partners, LLC
DECREASED17,08117,276-195-1%$6.2M$5.9M-$296.7K2026-10-23
St. Johns Investment Management Company, LLC
INCREASED17,03017,000+30+0%$6.1M$5.9M-$215.6K2026-10-30
Platt Wealth Management LLC
DECREASED17,02517,058-330%$6.1M$5.9M-$238.0K2026-11-04
Invera Wealth Advisors, LLC
INCREASED16,99716,659+338+2%$6.0M$5.8M-$105.1K2026-10-28
First United Bank & Trust
DECREASED16,92217,183-261-2%$6.1M$5.8M-$318.2K2026-10-22
Smith Thornton Advisors LLC
INCREASED16,90216,879+23+0%$5.9M$5.8M-$134.2K2026-10-16
W.H. Cornerstone Investments Inc.
DECREASED16,86117,100-239-1%$6.1M$5.8M-$309.5K2026-11-03
Thrive Capital Management, LLC
INCREASED16,83714,187+2,650+19%$5.1M$5.8M+$723.3K2026-10-28
Investment Partners Asset Management, Inc.
DECREASED16,83616,908-720%$6.0M$5.8M-$249.4K2026-10-09
Cornerstone Planning, LLC
INCREASED16,82716,768+59+0%$6.0M$5.9M-$47.3K2026-10-27
Missouri Trust & Investment Co
DECREASED16,78216,908-126-1%$6.0M$5.8M-$247.1K2026-11-04
Retirement Planning Group, LLC
INCREASED16,76416,203+561+3%$5.8M$5.8M-$22.2K2026-10-19
NBH Bank
INCREASED16,72915,978+751+5%$5.7M$5.8M+$46.1K2026-11-05
MFA Wealth Advisors, LLC
INCREASED16,72216,379+343+2%$5.9M$5.8M-$99.6K2026-10-07
RMR Capital Management, LLC
UNCHANGED16,70316,70300%$6.0M$5.7M-$222.0K2026-10-23
Ascentis Wealth Management, LLC
INCREASED16,69014,886+1,804+12%$5.3M$5.7M+$422.7K2026-11-03
True Private Wealth Advisors
DECREASED16,61616,683-670%$6.0M$5.7M-$244.7K2026-10-19
Bond & Devick Financial Network, Inc.
DECREASED16,59716,791-194-1%$6.0M$5.7M-$289.9K2026-10-23
Marathon Wealth Advisors LLC
INCREASED16,59716,579+18+0%$5.9M$5.7M-$213.9K2026-11-04
Wiregrass Investment Management LLC
INCREASED16,56416,484+80+0%$5.9M$5.7M-$191.4K2026-11-05
Robbins Farley
INCREASED16,55816,379+179+1%$5.9M$5.7M-$156.1K2026-10-21
Greg Jennings, LLC
NEW16,539—+16,539——$5.7M—2026-10-19
ASK Capital Investment Managers, LLC
NEW16,469—+16,469——$5.7M—2026-10-14
Greenfield Savings Bank
DECREASED16,44016,600-160-1%$5.9M$5.7M-$275.7K2026-10-07
Zega Investments, LLC
DECREASED16,43425,830-9,396-36%$9.2M$5.7M-$3.6M2026-11-04
Woodside Wealth Management LLC
UNCHANGED16,40016,40000%$5.9M$5.6M-$218.0K2026-10-16
Raleigh Capital Management Inc.
DECREASED16,37317,635-1,262-7%$6.3M$5.6M-$668.5K2026-10-28
Pacific Wealth Strategies Group, Inc.
DECREASED16,37216,686-314-2%$6.0M$5.6M-$329.8K2026-11-02
Nfsg Corp
INCREASED16,36015,511+849+5%$5.5M$5.6M+$86.0K2026-10-15
PKS Advisory Services, LLC
UNCHANGED16,32916,32900%$5.8M$5.8M$02026-10-26
Campbell Newman Asset Management Inc
DECREASED16,09716,262-165-1%$5.8M$5.5M-$272.9K2026-10-22
Investment Research Partners LLC
DECREASED16,09216,319-227-1%$5.8M$5.5M-$295.0K2026-10-19
Leisure Capital Management
DECREASED16,08816,300-212-1%$5.8M$5.5M-$289.6K2026-11-03
Uptick Partners, LLC
INCREASED16,06515,742+323+2%$5.6M$5.5M-$97.8K2026-11-04
Sunbeam Capital Management, LLC
DECREASED16,00316,867-864-5%$6.0M$5.5M-$521.5K2026-11-05
Wakefield Asset Management Lllp
INCREASED15,91415,582+332+2%$5.6M$5.5M-$92.9K2026-11-05
Willow Creek Wealth Management Inc.
INCREASED15,89315,773+120+1%$5.6M$5.5M-$168.3K2026-10-26
Golden Reserve Retirement LLC
INCREASED15,82210,289+5,533+54%$3.7M$5.4M+$1.8M2026-11-02
QTR Family Wealth, LLC
DECREASED15,81915,922-103-1%$5.7M$5.4M-$246.9K2026-11-02
Rakuten Securities, Inc.
INCREASED15,81510,191+5,624+55%$3.6M$5.4M+$1.8M2026-11-02
Elmwood Wealth Management, Inc.
INCREASED15,81515,108+707+5%$5.4M$5.4M+$42.6K2026-10-14
McHugh Group, LLC
UNCHANGED15,81015,81000%$5.7M$5.4M-$210.1K2026-10-19
Orca Investment Management, LLC
DECREASED15,78716,018-231-1%$5.7M$5.4M-$292.4K2026-10-29
WealthPLAN Partners, LLC
INCREASED15,75713,617+2,140+16%$4.9M$5.4M+$555.4K2026-10-15
Sidoxia Capital Management, LLC
INCREASED15,74515,390+355+2%$5.5M$5.4M-$82.4K2026-10-28
Waters Parkerson & Co., LLC
INCREASED15,73715,512+225+1%$5.5M$5.4M-$128.7K2026-11-04
Old Port Advisors
DECREASED15,72516,361-636-4%$5.8M$5.4M-$436.3K2026-10-23
Cromwell Holdings LLC
DECREASED15,71816,221-503-3%$5.8M$5.4M-$388.6K2026-10-28
Werba Rubin Papier Wealth Management
INCREASED15,71215,191+521+3%$5.4M$5.4M-$22.6K2026-11-06
Hurley Capital, LLC
INCREASED15,70515,491+214+1%$5.5M$5.4M-$132.3K2026-11-05
Cape Investment Advisory, Inc.
DECREASED15,69316,553-860-5%$5.9M$5.4M-$515.9K2026-10-13
TCI Wealth Advisors, Inc.
DECREASED15,67316,239-566-3%$5.8M$5.4M-$410.6K2026-10-30
SYM Financial Corp
INCREASED15,58515,424+161+1%$5.5M$5.4M-$149.8K2026-10-26
Leo Wealth, LLC
NEW15,562—+15,562——$5.4M—2026-10-26
Forza Wealth Management, LLC
INCREASED15,52914,144+1,385+10%$5.1M$5.3M+$288.6K2026-10-20
D'Orazio & Associates, Inc.
INCREASED15,50815,018+490+3%$5.4M$5.3M-$31.0K2026-11-04
Rossby Financial, LCC
INCREASED15,44613,972+1,474+11%$5.0M$5.3M+$321.6K2026-11-05
Martin Capital Advisors, LLP
DECREASED15,44415,464-200%$5.5M$5.3M-$212.4K2026-10-15
Argus Investors' Counsel, Inc.
INCREASED15,39615,356+40+0%$5.5M$5.3M-$190.3K2026-10-09
Mindset Wealth Management, LLC
INCREASED15,38815,172+216+1%$5.4M$5.3M-$127.2K2026-10-19
Palisade Asset Management, LLC
INCREASED15,35415,197+157+1%$5.4M$5.3M-$147.9K2026-11-03
Thrive Wealth Management, LLC
INCREASED15,33014,216+1,114+8%$5.1M$5.3M+$194.5K2026-10-13
Vertrix Wealth Management, LLC
INCREASED15,28111,663+3,618+31%$4.2M$5.3M+$1.1M2026-10-13
PCA Investment Advisory Services Inc.
DECREASED15,22415,641-417-3%$5.6M$5.2M-$351.3K2026-10-13
AXS Investments LLC
INCREASED15,20214,408+794+6%$5.1M$5.2M+$81.7K2026-11-04
Trifecta Capital Advisors, LLC
INCREASED15,16515,100+65+0%$5.4M$5.2M-$178.3K2026-10-21
Seven Post Investment Office LP
INCREASED15,1401,940+13,200+680%$693.3K$5.2M+$4.5M2026-10-26
Barnes Dennig Private Wealth Management LLC
DECREASED15,08615,592-506-3%$5.6M$5.2M-$381.3K2026-10-30
Sun Group Wealth Partners
INCREASED15,07314,883+190+1%$5.3M$5.2M-$132.4K2026-10-26
Accel Wealth Management
DECREASED15,05215,324-272-2%$5.5M$5.2M-$297.5K2026-10-13
Peoples Bank
DECREASED15,05015,840-790-5%$5.7M$5.2M-$482.3K2026-10-09
Rainier Family Wealth Inc
DECREASED15,02815,422-394-3%$5.5M$5.2M-$340.5K2026-11-02
Investment Insight Wealth Management, LLC
INCREASED15,02214,768+254+2%$5.3M$5.2M-$108.7K2026-10-30
jvl associates llc
INCREASED15,00914,850+159+1%$5.3M$5.2M-$142.6K2026-10-09
PKO BP Bankowy Universal Pension Society JSC
UNCHANGED15,00015,00000%$5.4M$5.2M-$199.4K2026-10-09
Pine Haven Investment Counsel, Inc
DECREASED14,98915,114-125-1%$5.4M$5.2M-$243.9K2026-11-02
BFI Infinity Ltd.
INCREASED14,98012,143+2,837+23%$4.3M$5.2M+$814.8K2026-10-16
Myecfo, LLC
DECREASED14,97215,236-264-2%$5.4M$5.2M-$293.3K2026-10-14
Argos Wealth Advisors, LLC
DECREASED14,95615,817-861-5%$5.7M$5.1M-$506.5K2026-11-02
Milestone Asset Management Group, LLC
INCREASED14,94613,626+1,320+10%$4.9M$5.1M+$272.9K2026-10-20
Sunpointe, LLC
DECREASED14,92415,376-452-3%$5.5M$5.1M-$359.9K2026-10-22
Meridian Financial Partners LLC
DECREASED14,89314,923-300%$5.5M$5.2M-$334.3K2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED14,89115,667-776-5%$5.6M$5.1M-$475.0K2026-10-14
JGP Wealth Management, LLC
INCREASED14,88013,986+894+6%$5.0M$5.1M+$121.9K2026-10-13
Pathway Financial Advisers, LLC
INCREASED14,87313,837+1,036+7%$4.9M$5.1M+$172.5K2026-10-27
Ameliora Wealth Management Ltd.
DECREASED14,86715,438-571-4%$5.5M$5.1M-$401.6K2026-10-23
Monarch Capital Management Inc
DECREASED14,85015,058-208-1%$5.4M$5.1M-$271.7K2026-10-19
Eukles Asset Management
DECREASED14,84914,903-540%$5.3M$5.1M-$216.6K2026-11-04
SJS Investment Consulting Inc.
DECREASED14,80515,362-557-4%$5.5M$5.1M-$395.8K2026-10-26
Atlatl Advisers LLC
INCREASED14,7754,970+9,805+197%$1.8M$5.1M+$3.3M2026-10-22
Oak Asset Management, LLC
INCREASED14,76114,500+261+2%$5.2M$5.1M-$102.9K2026-10-13
Cullen Investment Group, Ltd.
INCREASED14,75814,641+117+1%$5.2M$5.2M-$26.7K2026-10-13
Prudent Man Advisors, LLC
DECREASED14,75615,063-307-2%$5.4M$5.1M-$305.8K2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED14,70914,746-370%$5.3M$5.1M-$208.9K2026-10-09
Urban Wealth Management, LLC
INCREASED14,66714,437+230+2%$5.2M$5.0M-$113.0K2026-10-21
1900 Wealth Management LLC
INCREASED14,65613,171+1,485+11%$4.7M$5.0M+$335.9K2026-10-13
Blueprint Financial Advisors LLC
DECREASED14,63014,673-430%$5.2M$5.0M-$210.0K2026-10-28
Woodward Diversified Capital, LLC
INCREASED14,62513,973+652+5%$5.0M$5.0M+$38.7K2026-10-21
Proathlete Wealth Management LLC
INCREASED14,58713,065+1,522+12%$4.7M$5.0M+$350.7K2026-10-15
Union Savings Bank
INCREASED14,56314,326+237+2%$5.1M$5.0M-$108.9K2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED14,54814,654-106-1%$5.2M$5.0M-$231.1K2026-10-19
Tempus Wealth Planning, LLC
DECREASED14,51514,520-50%$5.2M$5.0M-$194.7K2026-10-14
Westhampton Capital, LLC
INCREASED14,50914,459+50+0%$5.2M$5.0M-$175.0K2026-10-30
FinArc Investments, Inc.
DECREASED14,50215,157-655-4%$5.4M$5.0M-$426.8K2026-10-14
Talbot Financial, LLC
INCREASED14,49214,443+49+0%$5.2M$5.0M-$175.1K2026-10-19
Cannon Advisors, Inc.
INCREASED14,46213,924+538+4%$5.0M$5.1M+$110.6K2026-10-14
First Command Advisory Services, Inc.
INCREASED14,4618,926+5,535+62%$3.2M$5.0M+$1.8M2026-11-05
MW Advisory, LLC
INCREASED14,40911,477+2,932+26%$4.1M$5.0M+$856.0K2026-10-19
Corrado Advisors, LLC
DECREASED14,36617,093-2,727-16%$6.1M$4.9M-$1.2M2026-10-27
Willow Creek Capital Management, Inc.
UNCHANGED14,32214,32200%$5.1M$5.1M$02026-10-16
CrossGen Wealth, LLC
DECREASED14,31914,423-104-1%$5.2M$4.9M-$227.4K2026-10-30
Strong Retirement Solutions LLC
INCREASED14,2769,640+4,636+48%$3.4M$4.9M+$1.5M2026-10-07
Next Level Private LLC
INCREASED14,25913,587+672+5%$4.9M$4.9M+$50.8K2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED14,23813,599+639+5%$4.9M$4.9M+$39.1K2026-11-03
Power Wealth Management LLC
DECREASED14,23814,329-91-1%$5.1M$4.9M-$222.1K2026-10-27
Windmill Hill Asset Management Ltd
UNCHANGED14,19414,19400%$5.1M$4.9M-$188.6K2026-10-28
Alexander Randolph Advisory, Inc.
DECREASED14,18614,243-570%$5.1M$4.9M-$208.9K2026-11-04
GS Investments, Inc.
DECREASED14,15514,302-147-1%$5.1M$4.9M-$240.7K2026-11-05
Diligent Investors, LLC
INCREASED14,13113,977+154+1%$5.0M$4.9M-$132.5K2026-10-21
Altus Wealth Group LLC
DECREASED14,11414,569-455-3%$5.2M$4.9M-$350.1K2026-10-20
Kennebec Savings Bank
DECREASED14,09714,156-590%$5.1M$4.9M-$208.4K2026-10-22
Legacy Capital Wealth Partners, LLC
INCREASED14,07713,640+437+3%$4.9M$4.8M-$30.9K2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED14,04713,301+746+6%$4.8M$4.8M+$79.9K2026-10-20
Taylor & Morgan Wealth Management, LLC
DECREASED14,01714,104-87-1%$5.0M$4.8M-$217.4K2026-10-09
Eagle Harbor Asset Management Inc
DECREASED13,99214,031-390%$5.0M$4.8M-$199.8K2026-10-21
Dutch Asset Corp
INCREASED13,97213,544+428+3%$4.8M$4.8M-$32.7K2026-10-20
Maytree Asset Management Ltd
DECREASED13,92620,258-6,332-31%$7.2M$4.8M-$2.4M2026-10-29
XXI Wealth, LLC
INCREASED13,81711,410+2,407+21%$4.1M$4.8M+$676.6K2026-10-22
First County Bank
INCREASED13,79613,343+453+3%$4.8M$4.7M-$21.5K2026-10-13
Beacon Financial Advisory LLC
INCREASED13,79213,422+370+3%$4.8M$4.7M-$51.0K2026-10-16
Adelphi Trust Co
DECREASED13,73015,510-1,780-11%$5.5M$4.7M-$818.6K2026-10-05
Signature Wealth Management Partners, LLC
INCREASED13,71913,587+132+1%$4.9M$4.7M-$135.1K2026-10-21
Lantern Wealth Advisors, LLC
INCREASED13,71213,341+371+3%$4.8M$4.7M-$49.9K2026-10-22
Cross Staff Investments Inc
INCREASED13,68913,687+2+0%$4.9M$4.7M-$181.3K2026-10-22
Cottage Street Advisors LLC
DECREASED13,68014,380-700-5%$5.2M$4.7M-$456.7K2026-10-19
Riversedge Advisors, LLC
INCREASED13,64813,609+39+0%$4.9M$4.7M-$167.2K2026-10-09
Constitution Capital LLC
INCREASED13,64013,580+60+0%$4.9M$4.7M-$159.8K2026-10-23
Wealth Science Advisors LLC
INCREASED13,57913,047+532+4%$4.7M$4.7M+$9.7K2026-10-09
Occidental Asset Management, LLC
INCREASED13,54211,578+1,964+17%$4.1M$4.7M+$521.9K2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED13,54213,54200%$4.8M$4.7M-$180.0K2026-10-26
Elevatus Welath Management
INCREASED13,53610,575+2,961+28%$3.8M$4.7M+$878.0K2026-10-19
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
NEW13,500—+13,500——$4.6M—2026-10-29
Advocate Group LLC
INCREASED13,48313,453+30+0%$4.8M$4.6M-$168.5K2026-10-19
Weaver Consulting Group
INCREASED13,45113,006+445+3%$4.6M$4.6M-$19.8K2026-10-07
Yankcom Partnership
DECREASED13,44513,975-530-4%$5.0M$4.6M-$368.1K2026-10-15
Aire Advisors, LLC
DECREASED13,44113,683-242-2%$4.9M$4.6M-$265.3K2026-10-22
Brady Martz Wealth Solutions, LLC
INCREASED13,43012,182+1,248+10%$4.4M$4.6M+$267.6K2026-11-05
CFS Investment Advisory Services, LLC
INCREASED13,33010,517+2,813+27%$3.8M$4.6M+$849.5K2026-10-19
Steginsky Capital LLC
UNCHANGED13,32713,32700%$4.8M$4.6M-$177.0K2026-10-07
Bank & Trust Co
DECREASED13,30613,346-400%$4.8M$4.6M-$191.1K2026-10-07
Axon Capital LP
DECREASED13,30021,000-7,700-37%$7.5M$4.6M-$2.9M2026-10-27
Sheets Smith Wealth Management
DECREASED13,27715,369-2,092-14%$5.5M$4.6M-$924.4K2026-10-16
Sherman Asset Management, Inc.
DECREASED13,24614,035-789-6%$5.0M$4.6M-$458.0K2026-11-05
Obsidian CIO, LLC
INCREASED13,24612,662+584+5%$4.5M$4.6M+$32.6K2026-11-05
Asset Dedication, LLC
DECREASED13,23013,594-364-3%$4.9M$4.6M-$306.0K2026-11-03
Rose Capital Advisors LLC
INCREASED13,2154,023+9,192+228%$1.4M$4.5M+$3.1M2026-11-04
Balefire, LLC
INCREASED13,21312,712+501+4%$4.5M$4.5M+$3.5K2026-10-09
KG Capital Management
DECREASED13,20713,260-530%$4.7M$4.5M-$194.2K2026-10-15
TSG Advice Partners, LLC
NEW13,172—+13,172——$4.7M—2026-10-29
Pension & Wealth Management Advisors, Inc.
INCREASED13,1728,182+4,990+61%$2.9M$4.5M+$1.6M2026-10-16
Abacus Wealth Partners, LLC
INCREASED13,16211,458+1,704+15%$4.1M$4.5M+$434.0K2026-11-03
Eagle Wealth Advisors LLC
INCREASED13,12912,880+249+2%$4.6M$4.5M-$85.5K2026-10-20
Colonial River Investments, LLC
INCREASED13,12012,955+165+1%$4.6M$4.5M-$115.4K2026-10-19
Firethorn Wealth Partners, LLC
DECREASED13,08913,141-520%$4.7M$4.5M-$192.8K2026-10-14
BXM Wealth LLC
INCREASED13,08512,824+261+2%$4.6M$4.5M-$80.6K2026-11-03
Tower Trust & Investment Co
DECREASED13,07113,083-120%$4.7M$4.5M-$178.0K2026-10-28
Atticus Wealth Management, LLC
INCREASED13,07012,062+1,008+8%$4.3M$4.5M+$186.6K2026-10-20
BNB Wealth Management, LLC
DECREASED13,00713,484-477-4%$4.8M$4.5M-$343.3K2026-10-28
Farrow Financial, Inc.
DECREASED12,99813,074-76-1%$4.7M$4.5M-$199.9K2026-10-30
Palacios Wealth Management, LLC
DECREASED12,99013,090-100-1%$4.7M$4.5M-$208.4K2026-11-04
Peachtree Investment Partners, LLC
INCREASED12,98312,879+104+1%$4.6M$4.5M-$135.3K2026-11-05
IFG Advisors, LLC
INCREASED12,98012,955+25+0%$4.6M$4.5M-$163.6K2026-10-15
Canton Hathaway, LLC
INCREASED12,97912,738+241+2%$4.6M$4.5M-$86.6K2026-10-23
StoneRidge PMG Advisors, LLC
NEW12,969—+12,969——$4.5M—2026-11-04
NovaPoint Capital, LLC
DECREASED12,95914,805-1,846-12%$5.3M$4.5M-$831.9K2026-10-22
Symmetry Partners, LLC
INCREASED12,95610,832+2,124+20%$3.9M$4.5M+$587.0K2026-10-27
Mendel Money Management
DECREASED12,93414,135-1,201-8%$5.1M$4.5M-$601.1K2026-11-02
Matisse Capital
DECREASED12,91712,975-580%$4.6M$4.4M-$192.5K2026-10-29
Elevation Wealth Management LLC
INCREASED12,91612,882+34+0%$4.6M$4.4M-$159.5K2026-11-02
Corps Capital Advisors, LLC
UNCHANGED12,90612,90600%$4.6M$4.4M-$171.5K2026-11-05
Weil Company, Inc.
DECREASED12,89812,915-170%$4.6M$4.4M-$177.3K2026-10-14
Outfitters Financial LLC
DECREASED12,89713,595-698-5%$4.9M$4.4M-$420.8K2026-10-23
EdgeRock Capital LLC
INCREASED12,89312,437+456+4%$4.4M$4.4M-$8.3K2026-11-03
Bradyco, Inc.
NEW12,830—+12,830——$4.4M—2026-11-03
HMS Capital Management, LLC
INCREASED12,78112,430+351+3%$4.4M$4.4M-$44.4K2026-10-20
Greatmark Investment Partners, Inc.
INCREASED12,76812,573+195+2%$4.5M$4.4M-$100.0K2026-10-28
Cerro Pacific Wealth Advisors LLC
INCREASED12,75012,446+304+2%$4.4M$4.4M-$60.6K2026-10-22
Ulland Investment Advisors, LLC
DECREASED12,74312,793-500%$4.6M$4.4M-$187.0K2026-10-13
Millennium Capital Advisors, LLC
INCREASED12,70012,699+1+0%$4.5M$4.4M-$168.7K2026-10-16
Quantum Financial Advisors, LLC
INCREASED12,66612,101+565+5%$4.3M$4.4M+$33.6K2026-11-03
Pflug Koory, LLC
INCREASED12,64012,280+360+3%$4.4M$4.3M-$39.3K2026-10-26
Rare Wolf Capital LLC
DECREASED12,63713,151-514-4%$4.7M$4.3M-$351.6K2026-10-20
Bigelow Investment Advisors, LLC
INCREASED12,62112,457+164+1%$4.5M$4.3M-$109.1K2026-10-13
Southern Michigan Bank & Trust
DECREASED12,56012,832-272-2%$4.6M$4.3M-$264.1K2026-10-19
Brian LOW Financial Group, LLC
INCREASED12,54312,273+270+2%$4.4M$4.3M-$69.9K2026-10-28
Morton Capital Management LLC
DECREASED12,53212,542-100%$4.5M$4.3M-$170.1K2026-10-23
Old North State Wealth Management, LLC
INCREASED12,51312,033+480+4%$4.3M$4.3M+$5.5K2026-10-22
Grandview Asset Management LLC
DECREASED12,50514,221-1,716-12%$5.1M$4.3M-$779.2K2026-10-19
Barings LLC
INCREASED12,46811,885+583+5%$4.2M$4.3M+$42.6K2026-10-22
Able Financial Group, LLC
INCREASED12,45111,574+877+8%$4.1M$4.3M+$147.9K2026-10-14
DT Investment Partners, LLC
INCREASED12,44112,342+99+1%$4.4M$4.3M-$130.0K2026-10-27
Royal Harbor Partners, LLC
INCREASED12,44012,221+219+2%$4.4M$4.3M-$86.9K2026-10-29
SBK Financial, Inc.
UNCHANGED12,43712,43700%$4.4M$4.3M-$165.3K2026-11-02
Climber Capital SA
INCREASED12,41510,827+1,588+15%$3.9M$4.1M+$188.6K2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED12,39216,450-4,058-25%$5.9M$4.3M-$1.6M2026-10-14
Ullmann Wealth Partners Group, LLC
INCREASED12,36011,985+375+3%$4.3M$4.3M-$30.5K2026-11-02
Goelzer Investment Management, Inc.
DECREASED12,33612,939-603-5%$4.6M$4.2M-$379.4K2026-10-16
Pines Wealth Management, LLC
INCREASED12,33511,720+615+5%$4.2M$4.2M+$55.9K2026-10-21
Keudell ison Wealth Management
INCREASED12,31911,515+804+7%$4.1M$4.2M+$123.7K2026-10-16
Tred Avon Family Wealth, LLC
DECREASED12,28412,980-696-5%$4.6M$4.2M-$412.0K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED12,24011,832+408+3%$4.2M$4.2M-$16.7K2026-10-14
Tealwood Asset Management Inc
DECREASED12,23412,781-547-4%$4.6M$4.2M-$358.0K2026-10-13
Rational Advisors, Inc.
DECREASED12,22616,374-4,148-25%$5.9M$4.2M-$1.6M2026-11-02
Patriot Financial Group Insurance Agency, LLC
INCREASED12,21410,261+1,953+19%$3.7M$4.2M+$535.7K2026-10-14
SC&H Financial Advisors, Inc.
DECREASED12,18212,210-280%$4.4M$4.2M-$172.2K2026-10-14
Traphagen Investment Advisors LLC
INCREASED12,08511,212+873+8%$4.0M$4.2M+$151.5K2026-10-14
RED Cedar Investment Management, LLC
UNCHANGED12,01412,01400%$4.3M$4.1M-$159.7K2026-11-04
Rezny Wealth Management, Inc.
INCREASED12,00211,752+250+2%$4.2M$4.1M-$70.2K2026-10-15
Wellington Shields Capital Management, LLC
DECREASED12,00086,825-74,825-86%$31.0M$4.1M-$26.9M2026-11-03
Wellington Shields & Co., LLC
DECREASED12,00018,966-6,966-37%$6.8M$4.1M-$2.6M2026-11-03
Capital Management Associates
UNCHANGED12,00012,00000%$4.3M$4.1M-$159.5K2026-11-03
Lynx Investment Advisory
DECREASED11,99614,880-2,884-19%$5.3M$4.1M-$1.2M2026-10-27
Bradley & Co. Private Wealth Management, LLC
DECREASED11,99613,672-1,676-12%$4.9M$4.1M-$758.4K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED11,96010,831+1,129+10%$3.9M$4.1M+$244.3K2026-10-20
DDD Partners, LLC
INCREASED11,9387,289+4,649+64%$2.6M$4.1M+$1.5M2026-11-02
Sanders Morris Harris LLC
NEW11,891—+11,891——$4.1M—2026-10-14
Grey Fox Wealth Advisors, LLC
DECREASED11,88812,327-439-4%$4.4M$4.1M-$314.8K2026-11-03
A. D. Beadell Investment Counsel, Inc.
DECREASED11,88012,355-475-4%$4.4M$4.1M-$328.0K2026-10-14
LMG Wealth Partners, LLC
INCREASED11,87610,922+954+9%$3.9M$4.1M+$183.1K2026-11-05
Werlinich Asset Management, LLC
UNCHANGED11,87611,87600%$4.2M$4.1M-$157.8K2026-10-09
Colton Groome Financial Advisors, LLC
INCREASED11,87111,366+505+4%$4.1M$4.1M+$22.5K2026-10-06
Ackerman Capital Advisors, LLC
INCREASED11,8658,914+2,951+33%$3.2M$4.1M+$896.9K2026-10-30
Bill Few Associates, Inc.
INCREASED11,85511,484+371+3%$4.1M$4.1M-$25.0K2026-10-09
Lawood & Co
INCREASED11,83111,786+45+0%$4.2M$4.1M-$141.2K2026-10-09
Richardson Financial Services Inc.
INCREASED11,82411,822+2+0%$4.2M$4.1M-$156.4K2026-10-30
Detalus Advisors, LLC
DECREASED11,79912,003-204-2%$4.3M$4.1M-$229.5K2026-10-15
PCG Asset Management, LLC
INCREASED11,7433,297+8,446+256%$1.2M$4.0M+$2.9M2026-11-05
Zullo Investment Group, Inc.
DECREASED11,72711,739-120%$4.2M$4.0M-$160.2K2026-10-20
Essential Investment Partners LLC
DECREASED11,71512,008-293-2%$4.3M$4.0M-$260.4K2026-10-27
Clark Asset Management, LLC
DECREASED11,70711,975-268-2%$4.3M$4.0M-$251.2K2026-10-19
Basso Capital Management, L.P.
DECREASED11,70013,256-1,556-12%$4.7M$4.0M-$711.5K2026-10-30
Marino, Stram & Associates LLC
INCREASED11,68111,649+32+0%$4.2M$4.0M-$143.8K2026-10-22
Sage Rhino Capital LLC
INCREASED11,67511,668+7+0%$4.2M$4.0M-$152.6K2026-10-28
Overbrook Management Corp
UNCHANGED11,64311,64300%$4.2M$4.0M-$154.7K2026-10-08
May Hill Capital, LLC
INCREASED11,63710,681+956+9%$3.8M$4.0M+$187.0K2026-11-03
Quantum Private Wealth, LLC
DECREASED11,62811,859-231-2%$4.2M$4.0M-$237.1K2026-10-20
Sacks & Associates, LLC
DECREASED11,60911,777-168-1%$4.2M$4.0M-$199.5K2026-10-09
Total Clarity Wealth Management, Inc.
DECREASED11,56811,674-106-1%$4.2M$4.0M-$191.9K2026-10-26
Foresight Capital Management Advisors, Inc.
DECREASED11,56611,696-130-1%$4.2M$4.0M-$199.9K2026-10-27
AMG Asset Management Group, Inc.
INCREASED11,5419,846+1,695+17%$3.5M$4.0M+$452.4K2026-10-21
Braeburn Wealth Management LLC
INCREASED11,50511,309+196+2%$4.0M$4.0M-$82.7K2026-10-15
Tannin Capital LLC
DECREASED11,47612,833-1,357-11%$4.6M$3.9M-$637.5K2026-11-05
Roberts Wealth Advisors, LLC
INCREASED11,47411,353+121+1%$4.1M$3.9M-$109.2K2026-10-14
NWF Advisory Services Inc.
DECREASED11,47312,723-1,250-10%$4.5M$3.9M-$599.0K2026-10-19
Alchemi Wealth, LLC
DECREASED11,47211,780-308-3%$4.2M$3.9M-$262.7K2026-11-04
Garrison Bradford & Associates Inc
DECREASED11,46612,350-884-7%$4.4M$3.9M-$459.1K2026-10-27
World Equity Group, Inc.
DECREASED11,46420,089-8,625-43%$7.2M$3.9M-$3.2M2026-10-14
Gilliland Jeter Wealth Management LLC
DECREASED11,45811,478-200%$4.1M$3.9M-$159.6K2026-10-28
Peoples Financial Services Corp.
DECREASED11,43311,981-548-5%$4.3M$3.9M-$347.8K2026-10-20
Allegheny Financial Group
DECREASED11,42313,410-1,987-15%$4.8M$3.9M-$861.7K2026-11-05
Journey Retirement Planning & Investment Management LLC
INCREASED11,41010,792+618+6%$3.9M$3.9M+$69.1K2026-10-09
Bull Street Advisors, LLC
DECREASED11,38611,456-70-1%$4.1M$3.9M-$176.0K2026-10-20
Summa Corp.
INCREASED11,3789,928+1,450+15%$3.5M$3.9M+$367.2K2026-10-30
KRS Capital Management, LLC
INCREASED11,33911,325+14+0%$4.0M$3.9M-$145.7K2026-10-16
Cypress Capital, LLC
INCREASED11,33411,073+261+2%$4.0M$3.9M-$57.4K2026-10-20
Deseret Mutual Benefit Administrators
DECREASED11,33012,520-1,190-9%$4.5M$3.9M-$575.8K2026-11-04
Bluedoor Private Wealth, LLC
DECREASED11,32911,538-209-2%$4.1M$3.9M-$225.3K2026-11-05
Wingate Wealth Advisors, Inc.
INCREASED11,32511,313+12+0%$4.0M$3.9M-$146.2K2026-10-26
Arch Global Advisors, LLC
DECREASED11,32211,402-80-1%$4.1M$3.9M-$179.1K2026-10-23
Alliance Wealth Advisors, LLC
DECREASED11,31111,344-330%$4.1M$3.9M-$162.1K2026-10-14
Prescott Group Capital Management, L.L.C.
UNCHANGED11,28211,28200%$4.0M$3.9M-$149.9K2026-10-30
Kaizen Financial Strategies
DECREASED11,26811,325-570%$4.1M$3.9M-$213.7K2026-10-09
Net Worth Advisory Group
INCREASED11,26510,490+775+7%$3.7M$3.8M+$61.4K2026-10-20
Cascade Investment Advisors, Inc.
DECREASED11,26311,614-351-3%$4.2M$3.9M-$275.1K2026-11-02
Atlas Brown,Inc.
DECREASED11,22111,224-30%$4.0M$3.9M-$150.2K2026-10-09
Sulzberger Capital Advisors, Inc.
DECREASED11,19711,295-98-1%$4.0M$3.9M-$183.8K2026-10-20
Heartwood Wealth Advisors LLC
INCREASED11,19610,842+354+3%$3.9M$3.9M-$22.3K2026-10-05
Olistico Wealth, LLC
DECREASED11,19511,248-530%$4.0M$3.9M-$167.7K2026-10-05
Somerset Trust Co
INCREASED11,18911,092+97+1%$4.0M$3.8M-$114.0K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED11,18911,233-440%$4.0M$3.8M-$164.4K2026-10-15
Mine & Arao Wealth Creation & Management, Llc.
DECREASED11,18211,289-107-1%$4.0M$3.8M-$186.7K2026-10-29
S.A. Mason LLC
INCREASED11,13911,108+31+0%$4.0M$3.8M-$137.2K2026-10-13
Redhawk Wealth Advisors, Inc.
INCREASED11,12810,658+470+4%$3.8M$3.8M+$20.1K2026-10-14
Center For Asset Management LLC
INCREASED11,12010,318+802+8%$3.7M$3.8M+$138.9K2026-10-16
Gen-Wealth Partners Inc
INCREASED11,1196,190+4,929+80%$2.2M$3.8M+$1.6M2026-11-04
Advisory Solutions Group, LLC
INCREASED11,1172,504+8,613+344%$894.9K$3.8M+$2.9M2026-10-14
Beacon Capital Management, LLC
INCREASED11,11511,050+65+1%$3.9M$3.8M-$124.3K2026-10-23
Heritage Wealth Management, Inc.
INCREASED11,11210,760+352+3%$3.8M$3.8M-$21.9K2026-10-28
Sculati Wealth Management, LLC
INCREASED11,08211,056+26+0%$3.8M$3.9M+$75.0K2026-10-19
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED11,06210,682+380+4%$3.8M$3.8M-$11.2K2026-10-13
Lynx Capital Group LTD
DECREASED11,04511,048-30%$3.9M$3.8M-$147.9K2026-11-04
Cabot Wealth Management Inc
DECREASED11,02211,529-507-4%$4.1M$3.8M-$327.7K2026-11-05
Professional Advisory Services Inc
DECREASED11,01011,055-450%$4.0M$3.8M-$163.0K2026-10-08
Emprise Bank
DECREASED11,00711,022-150%$3.9M$3.8M-$151.6K2026-10-07
Lakeshore Capital Group, Inc.
INCREASED11,00310,545+458+4%$3.8M$3.8M+$17.6K2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED10,97710,885+92+1%$3.4M$3.1M-$260.8K2026-11-04
Parrish Capital LLC
DECREASED10,95911,182-223-2%$4.0M$3.8M-$225.3K2026-10-01
Fairscale Capital, LLC
INCREASED10,95210,823+129+1%$3.9M$3.1M-$803.0K2026-11-04
Pavion Blue Capital, LLC
DECREASED10,95012,047-1,097-9%$4.3M$3.8M-$537.6K2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED10,89210,770+122+1%$3.8M$3.7M-$101.2K2026-10-14
HT Partners LLC
INCREASED10,88510,875+10+0%$3.9M$3.7M-$141.2K2026-10-20
Values Added Financial LLC
DECREASED10,88211,104-222-2%$4.0M$3.7M-$224.0K2026-10-28
Midland Wealth Advisors, LLC
INCREASED10,88010,824+56+1%$3.9M$3.7M-$124.6K2026-10-26
Clear Wave Wealth Management LLC
INCREASED10,86910,506+363+3%$3.8M$3.7M-$14.7K2026-11-04
Crew Capital Management, Ltd
INCREASED10,85010,815+35+0%$3.9M$3.7M-$131.7K2026-10-28
TFB Advisors LLC
INCREASED10,84110,462+379+4%$3.7M$3.7M-$8.7K2026-11-02
Bell Investment Advisors, Inc
INCREASED10,82110,307+514+5%$3.7M$3.7M+$39.7K2026-10-29
Seven Mile Advisory
DECREASED10,80211,196-394-4%$4.0M$3.7M-$284.3K2026-10-22
Howard Wealth Management, LLC
DECREASED10,79910,834-350%$3.9M$3.7M-$155.8K2026-10-28
Commonwealth Financial Services, LLC
DECREASED10,79010,867-77-1%$3.9M$3.7M-$170.8K2026-10-20
Family Capital Management, Inc.
DECREASED10,78110,837-56-1%$3.9M$3.7M-$163.4K2026-11-03
D.B. Root & Company, LLC
DECREASED10,75310,764-110%$3.8M$3.7M-$146.8K2026-11-04
AA Financial Advisors, LLC
INCREASED10,74810,565+183+2%$3.8M$3.7M-$77.4K2026-10-19
Genus Capital Management Inc.
DECREASED10,74015,840-5,100-32%$5.7M$3.7M-$2.0M2026-11-04
BayBridge Capital Group, LLC
INCREASED10,7359,849+886+9%$3.5M$3.7M+$174.2K2026-10-13
Key Client Fiduciary Advisors, LLC
DECREASED10,72110,824-103-1%$3.9M$3.7M-$179.5K2026-10-19
Bingham Private Wealth, LLC
INCREASED10,6859,978+707+7%$3.6M$3.7M+$110.7K2026-11-05
Shum Financial Group, Inc.
INCREASED10,67810,448+230+2%$3.7M$3.7M-$59.7K2026-10-13
Intrua Financial, LLC
INCREASED10,67510,633+42+0%$3.8M$3.7M-$126.7K2026-10-28
GraniteShares Advisors LLC
DECREASED10,66610,767-101-1%$3.8M$3.7M-$177.8K2026-10-29
Schneider Downs Wealth Management Advisors, LP
INCREASED10,64410,102+542+5%$3.6M$3.7M+$52.1K2026-10-27
Pictet Bank & Trust Ltd
DECREASED10,60013,589-2,989-22%$4.9M$3.6M-$1.2M2026-10-21
Lodestar Private Asset Management LLC
DECREASED10,56910,881-312-3%$3.9M$3.6M-$252.1K2026-10-26
WealthBridge Capital Management, LLC
INCREASED10,5528,821+1,731+20%$3.2M$3.6M+$478.1K2026-10-16
Riverwater Partners LLC
DECREASED10,53610,641-105-1%$3.8M$3.6M-$177.5K2026-11-03
Riverbend Wealth Management, LLC
DECREASED10,53211,390-858-8%$4.1M$3.6M-$446.5K2026-10-15
Investment Partners, Ltd.
INCREASED10,5296,678+3,851+58%$2.4M$3.6M+$1.2M2026-10-29
Summit Place Financial Advisors, LLC
DECREASED10,49011,120-630-6%$4.0M$3.6M-$364.6K2026-10-23
Wealth Architects, LLC
INCREASED10,39010,336+54+1%$3.7M$3.6M-$119.1K2026-11-03
Blue Sky Capital Consultants Group, Inc.
DECREASED10,36611,778-1,412-12%$4.2M$3.6M-$642.3K2026-10-13
Myriad Asset Management US LP
INCREASED10,3049,035+1,269+14%$3.2M$3.5M+$316.0K2026-11-03
Goldstein Advisors, LLC
DECREASED10,27511,460-1,185-10%$4.1M$3.5M-$560.0K2026-10-15
Asset Advisory Group, Inc.
DECREASED10,27410,340-66-1%$3.7M$3.5M-$160.3K2026-10-20
Narus Financial Partners, LLC
DECREASED10,26710,531-264-3%$3.8M$3.5M-$230.8K2026-10-19
Juno Financial Group LLC
INCREASED10,26610,046+220+2%$3.6M$3.5M-$57.7K2026-10-27
Viewpoint Investment Partners Corp
DECREASED10,25911,779-1,520-13%$4.4M$3.7M-$684.6K2026-10-26
LifeWealth Investments, LLC
INCREASED10,25510,184+71+1%$3.6M$3.5M-$110.9K2026-10-21
Fortitude Family Office, LLC
INCREASED10,2549,203+1,051+11%$3.3M$3.5M+$239.4K2026-10-14
Willner & Heller, LLC
INCREASED10,25310,222+31+0%$3.7M$3.5M-$125.3K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED10,25010,891-641-6%$3.9M$3.5M-$365.2K2026-11-04
Invenio Wealth Partners LLC
DECREASED10,22910,239-100%$3.7M$3.5M-$139.5K2026-10-20
Gables Capital Management Inc.
INCREASED10,2279,852+375+4%$3.5M$3.5M-$1.9K2026-11-04
Shelton Wealth Management, LLC
INCREASED10,2238,473+1,750+21%$3.0M$3.5M+$489.6K2026-10-16
Compass Ion Advisors, LLC
INCREASED10,2049,019+1,185+13%$3.2M$3.5M+$287.8K2026-10-23
New Wave Wealth Advisors LLC
INCREASED10,1959,526+669+7%$3.4M$3.6M+$202.3K2026-10-19
BAM Wealth Management, LLC
INCREASED10,1949,219+975+11%$3.3M$3.5M+$213.0K2026-10-15
Lifestyle Asset Management, Inc.
INCREASED10,1809,589+591+6%$3.4M$3.5M+$75.8K2026-10-20
Outlook Wealth Advisors, LLC
DECREASED10,17710,782-605-6%$3.9M$3.5M-$352.6K2026-10-28
Black Diamond Financial, LLC
INCREASED10,1639,639+524+5%$3.4M$3.5M+$52.2K2026-10-26
Murphy & Mullick Capital Management Corp
INCREASED10,15810,093+65+1%$3.6M$3.5M-$111.8K2026-11-02
RHL Group, LLC
INCREASED10,106545+9,561+1754%$194.6K$3.5M+$3.3M2026-11-04
Fiduciary Financial Group, LLC
DECREASED10,09210,304-212-2%$3.7M$3.5M-$209.7K2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
DECREASED10,08810,146-58-1%$3.6M$3.5M-$154.8K2026-10-28
Pacific Sage Partners, LLC
DECREASED10,08510,127-420%$3.6M$3.5M-$148.9K2026-10-21
Maltin Wealth Management, Inc.
DECREASED10,07610,106-300%$3.6M$3.5M-$144.6K2026-10-13
MRA Advisory Group
INCREASED10,0651,652+8,413+509%$590.4K$3.5M+$2.9M2026-10-07
Tcfg Investment Advisors, LLC
DECREASED10,04510,172-127-1%$3.6M$3.5M-$182.9K2026-10-20
Eley Financial Management, Inc
DECREASED10,02510,289-264-3%$3.7M$3.4M-$227.6K2026-11-03
Wealth Quarterback LLC
INCREASED10,0209,641+379+4%$3.4M$3.4M+$2.3K2026-10-20
Cypress Point Wealth Management, LLC
INCREASED10,0068,848+1,158+13%$3.2M$3.4M+$280.8K2026-11-03
Global Financial Private Client, LLC
INCREASED10,0069,570+436+5%$3.4M$3.4M+$22.8K2026-10-15
Wernau Asset Management Inc.
UNCHANGED10,00610,00600%$3.6M$3.4M-$133.0K2026-10-19
TTP Investments, Inc.
NEW9,983—+9,983——$3.4M—2026-10-30
Midway Capital Research & Management
INCREASED9,9529,787+165+2%$3.5M$3.4M-$73.3K2026-10-20
Jnba Financial Advisors
INCREASED9,9459,478+467+5%$3.4M$3.4M+$34.7K2026-11-03
Five Oceans Advisors
DECREASED9,92410,312-388-4%$3.7M$3.4M-$270.5K2026-10-22
Montis Financial, LLC
DECREASED9,8949,966-72-1%$3.6M$3.4M-$157.2K2026-11-04
Fusion Capital, LLC
DECREASED9,8879,976-89-1%$3.6M$3.4M-$163.4K2026-10-28
Ballast, Inc.
DECREASED9,8819,883-20%$3.5M$3.4M-$132.0K2026-10-20
Castle Rock Wealth Management, LLC
DECREASED9,87510,729-854-8%$3.9M$3.4M-$442.1K2026-10-09
Investment Advisory Services Inc
INCREASED9,8329,777+55+1%$3.5M$3.4M-$111.1K2026-10-27
Baron Wealth Management LLC
DECREASED9,81710,626-809-8%$3.8M$3.4M-$419.9K2026-10-27
Grange Capital, LLC
DECREASED9,8109,832-220%$3.5M$3.4M-$138.4K2026-10-20
Corundum Group, Inc.
INCREASED9,8099,763+46+0%$3.5M$3.4M-$113.9K2026-10-28
First Heartland Consultants, Inc.
INCREASED9,7978,955+842+9%$3.2M$3.4M+$170.6K2026-10-08
GK Wealth Management LLC
DECREASED9,78811,604-1,816-16%$4.1M$3.4M-$779.3K2026-10-09
Unique Wealth, LLC
DECREASED9,77710,742-965-9%$3.8M$3.4M-$474.8K2026-10-16
Affinity Capital Advisors, LLC
INCREASED9,7698,652+1,117+13%$3.2M$3.4M+$264.8K2026-10-13
Smith Chas P & Associates PA Cpas
DECREASED9,7159,907-192-2%$3.5M$3.3M-$231.6K2026-10-22
National Wealth Management Group, LLC
INCREASED9,7139,700+13+0%$3.5M$3.3M-$124.4K2026-10-26
Crusonia Wealth Advisors LLC
DECREASED9,7119,755-440%$3.5M$3.3M-$145.0K2026-10-26
Breakwater Capital Group
DECREASED9,7029,846-144-1%$3.5M$3.3M-$180.3K2026-10-09
MH & Associates Securities Management Corp
DECREASED9,6879,976-289-3%$3.6M$3.3M-$232.0K2026-10-30
55 North Private Wealth, LLC
INCREASED9,6759,167+508+6%$3.3M$3.3M+$53.0K2026-10-20
Exchange Bank
DECREASED9,6749,938-264-3%$3.6M$3.3M-$222.9K2026-10-07
GLR Partners, LLC
DECREASED9,65810,073-415-4%$3.6M$3.3M-$276.7K2026-11-04
Corecam Pte. Ltd.
NEW9,650—+9,650——$3.3M—2026-10-23
Heritage Family Offices, LLP
INCREASED9,6418,788+853+10%$3.1M$3.3M+$176.7K2026-11-02
Revisor Wealth Management LLC
DECREASED9,6259,796-171-2%$3.5M$3.3M-$211.0K2026-10-20
MN Wealth Advisors, LLC
INCREASED9,6239,526+97+1%$3.4M$3.3M-$93.1K2026-10-23
Hoxton Planning & Management, LLC
INCREASED9,5759,446+129+1%$3.4M$3.3M-$81.2K2026-10-15
Mengis Capital Management, Inc.
UNCHANGED9,5559,55500%$3.4M$3.3M-$127.0K2026-10-13
Fearless Solutions, LLC dba Best Invest
DECREASED9,5379,539-20%$3.4M$3.3M-$127.8K2026-10-14
Warren Street Wealth Advisors, LLC
INCREASED9,5308,882+648+7%$3.2M$3.3M+$105.0K2026-11-04
LexAurum Advisors, LLC
DECREASED9,5249,799-275-3%$3.5M$3.3M-$224.9K2026-10-19
Abacus Planning Group, Inc.
DECREASED9,5219,533-120%$3.4M$3.3M-$130.9K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED9,5048,757+747+9%$3.1M$3.3M+$140.6K2026-10-20
Stevens Capital Partners
INCREASED9,4997,774+1,725+22%$2.8M$3.3M+$490.3K2026-10-29
Delta Financial Advisors LLC
INCREASED9,4939,138+355+4%$3.3M$3.3M+$7042026-10-27
Financial Planning Hawaii, Inc.
DECREASED9,48710,721-1,234-12%$3.8M$3.3M-$567.0K2026-10-13
TFC Financial Management, Inc.
INCREASED9,4379,217+220+2%$3.3M$3.2M-$46.8K2026-10-26
Founders Grove Wealth Partners, LLC
INCREASED9,3989,234+164+2%$3.3M$3.2M-$66.3K2026-10-16
Hardworking Capital Advisors, LLC
INCREASED9,3947,163+2,231+31%$2.6M$3.2M+$672.6K2026-10-20
PW Nova Financial Services LLC
DECREASED9,3809,567-187-2%$3.4M$3.2M-$191.4K2026-10-15
Roman Butler Fullerton & Co
INCREASED9,3749,182+192+2%$3.2M$3.2M-$10.1K2026-10-27
Elevated Private Wealth, LLC
DECREASED9,3529,515-163-2%$3.4M$3.2M-$182.5K2026-10-15
Arlington Trust Co LLC
INCREASED9,3298,865+464+5%$3.2M$3.2M+$41.8K2026-10-20
Genesee Capital Advisors, LLC
DECREASED9,3269,570-244-3%$3.4M$3.2M-$211.2K2026-10-20
Baskin Financial Services Inc.
DECREASED9,3239,443-120-1%$3.4M$3.2M-$167.0K2026-10-19
First National Bank Sioux Falls
DECREASED9,3209,551-231-2%$3.2M$3.2M-$2.5K2026-10-13
Piedmont Capital Management, LLC
DECREASED9,2879,343-56-1%$3.3M$3.2M-$143.4K2026-10-21
Perennial Advisors, LLC
DECREASED9,2849,493-209-2%$3.4M$3.2M-$198.1K2026-10-13
Affiance Financial, LLC
DECREASED9,2589,275-170%$3.3M$3.2M-$129.0K2026-10-15
Shuttleworth & Co
DECREASED9,2409,412-172-2%$3.4M$3.2M-$184.3K2026-10-30
Kennedy Investment Group, Inc.
INCREASED9,2339,227+6+0%$3.3M$3.2M-$120.8K2026-10-21
Curbstone Financial Management Corp
DECREASED9,2189,318-100-1%$3.3M$3.2M-$158.2K2026-10-21
Fortitude Advisory Group L.L.C.
DECREASED9,1959,372-177-2%$3.3M$3.2M-$185.3K2026-10-15
GSG Advisors LLC
INCREASED9,1888,041+1,147+14%$2.9M$3.2M+$287.7K2026-11-03
Coyle Financial Counsel LLC
DECREASED9,1659,286-121-1%$3.3M$3.2M-$165.1K2026-10-28
One Day In July LLC
INCREASED9,1659,160+5+0%$3.3M$3.2M-$120.0K2026-10-30
White Lighthouse Investment Management Inc.
INCREASED9,1468,848+298+3%$3.2M$3.1M-$15.2K2026-10-21
Arta Finance Wealth Management LLC
INCREASED9,1367,636+1,500+20%$2.7M$3.1M+$414.6K2026-10-28
Sanchez Gaunt Capital Management, LLC
DECREASED9,1049,293-189-2%$3.3M$3.1M-$188.6K2026-11-03
Challenger Wealth Management
DECREASED9,1029,254-152-2%$3.3M$3.1M-$175.6K2026-10-30
Encompass More Asset Management
INCREASED9,1018,735+366+4%$3.1M$3.1M+$9.6K2026-10-16
Westco Advisory Services Inc
DECREASED9,0859,145-60-1%$3.3M$3.1M-$142.2K2026-10-14
Alliance Wealth Advisors, LLC
INCREASED9,0418,864+177+2%$3.2M$3.1M-$56.9K2026-10-28
Keeler Thomas Management LLC
DECREASED9,0259,537-512-5%$3.4M$3.1M-$303.0K2026-10-29
Cresta Advisors, Ltd.
DECREASED9,02310,473-1,450-14%$3.7M$3.1M-$638.1K2026-10-14
October Effect Ltd
INCREASED9,0228,084+938+12%$2.9M$3.1M+$215.3K2026-10-20
Guided Capital Wealth Management, LLC
INCREASED8,9908,595+395+5%$3.1M$3.1M+$21.7K2026-10-21
Orca Wealth Management, LLC
DECREASED8,9909,079-89-1%$3.2M$3.1M-$151.3K2026-10-14
Three Bridge Wealth Advisors, LLC
DECREASED8,9789,031-53-1%$3.2M$3.1M-$138.3K2026-11-05
Vivid Wealth Management, LLC
DECREASED8,9229,074-152-2%$3.2M$3.1M-$172.8K2026-10-27
Whalen Wealth Management Inc.
INCREASED8,9177,604+1,313+17%$2.7M$3.1M+$350.5K2026-10-08
Wealth Intelligence, LLC
DECREASED8,8588,868-100%$3.2M$3.0M-$121.1K2026-10-16
BankChampaign, National Association
DECREASED8,8209,180-360-4%$3.3M$3.0M-$245.9K2026-10-19
MBA Advisors LLC
DECREASED8,8139,621-808-8%$3.4M$3.0M-$405.9K2026-10-29
Hengehold Capital Management LLC
DECREASED8,7929,788-996-10%$3.5M$3.0M-$472.8K2026-10-16
Etesian Wealth Advisors, Inc.
INCREASED8,7808,739+41+0%$3.1M$3.0M-$102.0K2026-10-27
Trust Co
INCREASED8,7588,663+95+1%$3.1M$3.0M-$82.3K2026-10-09
AGH Wealth Advisors, LLC
INCREASED8,7328,541+191+2%$3.1M$3.0M-$47.8K2026-10-26
Marin Bay Wealth Advisors, LLC
INCREASED8,7228,068+654+8%$2.9M$3.0M+$117.8K2026-10-28
Clean Yield Group
UNCHANGED8,7188,71800%$3.1M$3.0M-$115.9K2026-10-28
Mainstream Capital Management LLC
DECREASED8,7128,840-128-1%$3.2M$3.0M-$161.5K2026-10-23
Odyssey Capital Advisors, Inc.
DECREASED8,7058,949-244-3%$3.2M$3.0M-$202.9K2026-10-26
Bernardo Wealth Planning LLC
INCREASED8,6923,679+5,013+136%$1.3M$3.0M+$1.7M2026-10-23
Wealth Preservation Advisors, LLC
INCREASED8,6438,494+149+2%$3.0M$3.0M-$61.4K2026-11-05
Ayrshire Capital Management LLC
INCREASED8,6238,031+592+7%$2.9M$3.0M+$97.1K2026-10-20
Collective Family Office LLC
DECREASED8,6218,682-61-1%$3.1M$3.0M-$136.4K2026-10-05
Tlwm
DECREASED8,6208,621-10%$3.1M$3.0M-$114.9K2026-10-09
Red Mountain Financial, LLC
INCREASED8,6078,517+90+1%$3.0M$3.0M-$82.3K2026-11-03
Avantra Family Wealth, Inc.
INCREASED8,6028,339+263+3%$3.0M$3.0M-$20.3K2026-10-20
Legacy Financial Strategies, LLC
INCREASED8,5858,498+87+1%$3.0M$3.0M-$83.0K2026-10-15
Birchbrook, Inc.
DECREASED8,5709,200-630-7%$3.3M$2.9M-$338.8K2026-10-14
August Group Capital Ltd
INCREASED8,5418,480+61+1%$3.0M$2.9M-$91.7K2026-10-14
Islay Capital Management, LLC
DECREASED8,5208,549-290%$3.1M$2.9M-$123.6K2026-10-20
St. Louis Financial Planners Asset Management, LLC
NEW8,511—+8,511——$2.9M—2026-10-16
Gilpin Wealth Management, LLC
DECREASED8,5048,537-330%$3.1M$2.9M-$124.8K2026-10-09
Global Trust Asset Management, LLC
DECREASED8,5008,611-111-1%$3.1M$2.9M-$152.7K2026-10-19
Carter Financial Group, Inc.
INCREASED8,4988,494+4+0%$3.0M$2.9M-$111.4K2026-10-21
Value Investment Professionals, LLC
INCREASED8,4948,490+4+0%$3.0M$2.9M-$111.5K2026-10-13
Tamar Securities, LLC
DECREASED8,4889,391-903-10%$3.4M$2.9M-$435.4K2026-11-03
Northern Lights Advisors, Inc.
DECREASED8,4668,687-221-3%$3.1M$2.9M-$191.5K2026-10-21
Gilman Hill Asset Management, LLC
INCREASED8,4578,410+47+1%$3.0M$2.9M-$95.4K2026-10-13
Bullock Wealth Management Group
INCREASED8,4248,244+180+2%$3.0M$2.8M-$128.6K2026-10-09
Walled Lake Planning & Wealth Management, LLC
DECREASED8,4079,098-691-8%$3.3M$2.9M-$358.6K2026-10-29
Elm3 Financial Group, LLC
DECREASED8,3808,594-214-2%$3.1M$2.9M-$187.7K2026-10-07
Successful Portfolios LLC
INCREASED8,3808,354+26+0%$3.0M$2.9M-$96.0K2026-10-09
Pachira Investments Inc.
INCREASED8,3777,707+670+9%$2.8M$2.9M+$128.3K2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED8,3768,37600%$3.0M$2.9M-$111.3K2026-10-26
Madrona Financial Services, LLC
DECREASED8,3608,374-140%$3.0M$2.9M-$116.1K2026-10-23
Hunter Associates Investment Management LLC
INCREASED8,3518,311+40+0%$3.0M$2.9M-$98.0K2026-10-26
Novem Group
INCREASED8,3338,258+75+1%$3.0M$2.9M-$83.9K2026-10-19
DMC Group, LLC
DECREASED8,3269,638-1,312-14%$3.4M$2.9M-$579.5K2026-10-26
BlueSky Wealth Advisors, LLC
DECREASED8,3228,397-75-1%$3.0M$2.9M-$137.4K2026-10-29
Todd Wealth Management, LLC
DECREASED8,3108,433-123-1%$3.0M$2.9M-$154.3K2026-10-19
Twelve Points Wealth Management LLC
INCREASED8,3037,306+997+14%$2.6M$2.3M-$287.4K2026-11-03
Marathon Capital Management
DECREASED8,3008,337-370%$3.0M$2.9M-$123.5K2026-10-23
LeConte Wealth Management, LLC
INCREASED8,2976,863+1,434+21%$2.5M$2.9M+$402.2K2026-10-20
Evansbrook LLC
INCREASED8,2968,275+21+0%$3.0M$2.9M-$102.7K2026-10-16
Ejmk Ventures LLC
DECREASED8,2888,517-229-3%$3.0M$2.9M-$192.0K2026-10-21
Vista Investment Partners LLC
DECREASED8,2788,517-239-3%$3.0M$2.8M-$195.4K2026-10-08
Sage Mountain Advisors LLC
DECREASED8,26116,663-8,402-50%$5.9M$2.8M-$3.1M2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED8,2368,259-230%$3.0M$2.8M-$117.7K2026-10-08
Realta Investment Advisors
INCREASED8,2278,048+179+2%$2.9M$2.8M-$45.1K2026-10-14
Cherrydale Wealth Management, LLC
INCREASED8,2158,158+57+1%$2.9M$2.8M-$88.8K2026-10-20
Wealth Advisory Solutions, LLC
DECREASED8,1838,286-103-1%$3.0M$2.8M-$145.6K2026-10-20
Madden Securities Corp
INCREASED8,1796,286+1,893+30%$2.2M$2.8M+$567.8K2026-10-27
Warwick Investment Management, Inc.
DECREASED8,1678,267-100-1%$3.0M$2.8M-$144.3K2026-10-19
Opal Wealth Advisors, LLC
INCREASED8,1458,116+29+0%$2.9M$2.8M-$97.7K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED8,1267,266+860+12%$2.6M$2.8M+$199.4K2026-10-29
Owl Creek Wealth Partners LLC
DECREASED8,1148,419-305-4%$3.0M$2.8M-$216.8K2026-10-20
Armor Investment Advisors, LLC
INCREASED8,0868,060+26+0%$2.9M$2.8M-$98.1K2026-10-27
Global Strategic Investment Solutions, LLC
INCREASED8,0857,961+124+2%$2.8M$2.8M-$63.1K2026-10-16
Sunburst Financial Group, LLC
INCREASED8,0817,806+275+4%$2.8M$2.8M-$9.1K2026-10-09
Eads & Heald Wealth Management
DECREASED8,0728,759-687-8%$3.1M$2.8M-$352.8K2026-10-29
Human Investing LLC
INCREASED8,0636,390+1,673+26%$2.3M$2.8M+$490.7K2026-10-19
Ledgewood Wealth Advisors, LLC
UNCHANGED8,0608,06000%$2.9M$2.8M-$107.1K2026-10-09
W Advisors, LLC
INCREASED8,0537,933+120+2%$2.8M$2.8M-$64.1K2026-11-02
Morangie Management LLC
INCREASED8,0468,044+2+0%$2.9M$2.8M-$106.4K2026-10-15
Centennial Wealth Advisory LLC
INCREASED8,0396,293+1,746+28%$2.2M$2.8M+$518.9K2026-10-16
High Net Worth Advisory Group LLC
INCREASED8,0297,654+375+5%$2.7M$2.8M+$27.5K2026-10-26
Keystone Wealth Services, LLC
INCREASED8,0097,962+47+1%$2.8M$2.7M-$114.7K2026-11-03
Alkeme Wealth, LLC
DECREASED8,0058,080-75-1%$2.9M$2.8M-$133.2K2026-10-08
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED8,00024,000-16,000-67%$8.6M$2.8M-$5.8M2026-11-04
Alliance Private Wealth, LLC
DECREASED7,9848,984-1,000-11%$3.2M$2.7M-$463.5K2026-10-20
Summit Financial Strategies, Inc.
INCREASED7,9787,756+222+3%$2.8M$2.7M-$26.7K2026-10-14
Vilga Financial Planning LLC
INCREASED7,9635,854+2,109+36%$2.1M$2.7M+$647.9K2026-10-09
Advisor Resource Council
DECREASED7,9598,113-154-2%$3.0M$2.8M-$215.5K2026-11-05
Blue Line Capital, LLC / IL
INCREASED7,9577,388+569+8%$2.6M$2.7M+$97.8K2026-11-04
Rooted Wealth Advisors, Inc.
UNCHANGED7,9367,93600%$2.8M$2.8M$02026-11-03
Silver Grove Financial Group, Inc.
INCREASED7,9117,403+508+7%$2.6M$2.7M+$76.5K2026-11-05
McNaughton Wealth Management, LLC
INCREASED7,8507,548+302+4%$2.7M$2.7M+$3.6K2026-10-09
Probity Advisors, Inc.
INCREASED7,8467,717+129+2%$2.8M$2.7M-$58.2K2026-10-23
Kraft, Davis & Associates, LLC
INCREASED7,8357,278+557+8%$2.6M$2.7M+$96.5K2026-10-21
Kingsman Wealth Management, Inc.
INCREASED7,8317,374+457+6%$2.6M$2.7M+$59.5K2026-10-13
Uhlmann Price Securities, LLC
INCREASED7,8257,015+810+12%$2.5M$2.7M+$185.9K2026-11-03
Maple Capital Management, Inc.
DECREASED7,7938,082-289-4%$2.9M$2.7M-$206.8K2026-11-02
Cypress Asset Management Inc
UNCHANGED7,7427,74200%$2.8M$2.7M-$102.9K2026-10-09
Lodestone Wealth Management LLC
INCREASED7,7017,570+131+2%$2.7M$2.6M-$55.6K2026-10-14
Benin Management Corp
UNCHANGED7,6887,68800%$2.7M$2.6M-$102.2K2026-10-22
Wedgewood Investors Inc
INCREASED7,6797,504+175+2%$2.7M$2.6M-$39.5K2026-10-28
Crescent Grove Advisors, LLC
INCREASED7,6785,916+1,762+30%$2.1M$2.6M+$527.5K2026-10-21
Halbert Hargrove Global Advisors, LLC
DECREASED7,6637,682-190%$2.7M$2.6M-$108.8K2026-10-16
Kohmann Bosshard Financial Services, LLC
INCREASED7,6367,465+171+2%$2.7M$2.6M-$40.4K2026-11-04
Jeppson Wealth Management, LLC
DECREASED7,6298,110-481-6%$2.9M$2.6M-$273.3K2026-10-20
Altfest L J & Co Inc
INCREASED7,6147,515+99+1%$2.7M$2.6M-$65.7K2026-10-27
Rubicon Advisors, GP
INCREASED7,6117,567+44+1%$2.7M$2.6M-$85.8K2026-10-23
Fortune 45 LLC
INCREASED7,6027,246+356+5%$2.6M$2.6M+$25.2K2026-10-14
LJI Wealth Management, LLC
INCREASED7,5837,363+220+3%$2.6M$2.6M-$22.2K2026-10-28
Verum Partners LLC
INCREASED7,5646,964+600+9%$2.5M$2.6M+$114.0K2026-10-21
Ballast Rock Private Wealth LLC
INCREASED7,5587,553+5+0%$2.7M$2.6M-$98.6K2026-10-26
Burton Enright Welch
DECREASED7,5287,591-63-1%$2.7M$2.6M-$122.5K2026-11-04
Lantz Financial LLC
INCREASED7,5117,460+51+1%$2.7M$2.6M-$81.7K2026-10-15
Salomon & Ludwin, LLC
DECREASED7,4957,500-50%$2.7M$2.6M-$130.1K2026-10-29
Phillips Financial Management, LLC
DECREASED7,4797,481-20%$2.7M$2.6M-$100.1K2026-10-19
Guild Investment Management, Inc.
UNCHANGED7,4647,46400%$2.7M$2.6M-$99.2K2026-11-03
Hara Capital LLC
UNCHANGED7,4607,46000%$2.7M$2.6M-$99.1K2026-10-30
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED7,4577,684-227-3%$2.7M$2.6M-$180.2K2026-10-29
Meredith Wealth Planning
DECREASED7,4447,548-104-1%$2.7M$2.6M-$136.4K2026-10-14
AM Investment Strategies LLC
INCREASED7,4266,729+697+10%$2.4M$2.6M+$150.0K2026-11-05
First Financial Corp
DECREASED7,4267,484-58-1%$2.7M$2.6M-$119.4K2026-10-13
Mcdaniel Terry & Co
INCREASED7,4197,356+63+1%$2.6M$2.6M-$76.1K2026-11-05
Armstrong, Fleming & Moore, Inc
UNCHANGED7,4027,40200%$2.6M$2.5M-$98.3K2026-10-28
Genesis Private Wealth, LLC
INCREASED7,3846,638+746+11%$2.4M$2.5M+$168.5K2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED7,3646,954+410+6%$2.5M$2.5M+$48.7K2026-10-22
ANB Bank
DECREASED7,3627,806-444-6%$2.8M$2.5M-$256.5K2026-10-09
Schorn Wealth LLC
DECREASED7,3537,401-48-1%$2.6M$2.5M-$114.8K2026-10-14
Luts & Greenleigh Group, Inc.
DECREASED7,3447,483-139-2%$2.7M$2.5M-$147.2K2026-11-05
Sageworth Trust Co of South Dakota
DECREASED7,3397,754-415-5%$2.8M$2.5M-$245.8K2026-10-30
Total Wealth Planning & Management, Inc.
INCREASED7,3267,308+18+0%$2.6M$2.5M-$91.1K2026-10-23
QP Wealth Management, LLC
DECREASED7,3137,455-142-2%$2.7M$2.5M-$147.9K2026-10-20
Kuhn & Co Investment Counsel
INCREASED7,3036,975+328+5%$2.5M$2.5M+$20.2K2026-10-29
Andrew Hill Investment Advisors, Inc.
DECREASED7,28317,394-10,111-58%$6.2M$2.5M-$3.7M2026-10-22
Capstone Wealth Management Group, Inc.
INCREASED7,2707,195+75+1%$2.6M$2.5M-$70.1K2026-10-19
Beutel, Goodman & Co Ltd.
DECREASED7,2657,790-525-7%$2.8M$2.5M-$284.0K2026-11-04
AWM Capital, LLC
INCREASED7,2595,640+1,619+29%$2.0M$2.5M+$482.4K2026-10-16
Grand Central Investment Group
DECREASED7,2307,721-491-6%$2.8M$2.5M-$271.6K2026-11-02
PFW Advisors LLC
INCREASED7,2267,201+25+0%$2.6M$2.5M-$87.1K2026-10-07
Capstone Wealth Management Group, LLC
DECREASED7,2219,368-2,147-23%$3.3M$1.8M-$1.6M2026-11-05
Global Trust Wealth Management LLC
INCREASED7,2206,024+1,196+20%$2.2M$2.5M+$331.5K2026-10-14
Montchanin Asset Management, LLC
DECREASED7,2007,415-215-3%$2.7M$2.5M-$173.0K2026-11-02
William Mack & Associates, Inc.
INCREASED7,1957,057+138+2%$2.5M$2.5M-$46.4K2026-10-27
Nabity-Jensen Investment Management Inc
INCREASED7,1916,921+270+4%$2.5M$2.5M+$9212026-10-23
Index Fund Advisors, Inc.
DECREASED7,1747,266-92-1%$2.6M$2.5M-$128.3K2026-11-05
Trueblood Wealth Management, LLC
INCREASED7,1446,158+986+16%$2.2M$2.5M+$257.5K2026-10-23
TCV Trust & Wealth Management, Inc.
INCREASED7,1377,067+70+1%$2.5M$2.5M-$69.8K2026-10-16
Durante & Waters, LLC
DECREASED7,0977,143-46-1%$2.6M$2.4M-$110.8K2026-10-28
Fulcrum Wealth Advisors, LLC
DECREASED7,0917,102-110%$2.5M$2.4M-$98.2K2026-10-16
Endeavor Private Wealth, Inc.
DECREASED7,0847,698-614-8%$2.8M$2.4M-$313.7K2026-11-05
Johnson Financial Group, LLC
DECREASED7,08220,902-13,820-66%$7.5M$2.4M-$5.0M2026-11-03
Nova Financial LLC
NEW7,048—+7,048——$2.4M—2026-11-04
Canandaigua National Trust Co of Florida
NEW7,027—+7,027——$2.4M—2026-10-07
Brooklyn FI, LLC
INCREASED7,0213,849+3,172+82%$1.3M$2.0M+$711.9K2026-11-05
Alpine Bank Wealth Management
DECREASED7,0127,273-261-4%$2.6M$2.4M-$186.5K2026-10-16
Blankinship & Foster, LLC
DECREASED7,0097,010-10%$2.5M$2.4M-$93.5K2026-10-19
Correct Capital Wealth Management
UNCHANGED7,0037,00300%$2.5M$2.4M-$93.0K2026-11-02
Asset Allocation & Management Company, LLC
DECREASED6,9907,837-847-11%$2.8M$2.4M-$396.0K2026-10-13
Elevate Capital Advisors, LLC
DECREASED6,9828,057-1,075-13%$2.9M$2.4M-$477.2K2026-11-02
Mission Financial Group, LLC
INCREASED6,9756,801+174+3%$2.4M$2.4M-$30.4K2026-10-21
Cambridge Advisors Inc.
DECREASED6,9717,252-281-4%$2.6M$2.4M-$193.0K2026-10-19
Carolina Wealth Management Inc
DECREASED6,9707,465-495-7%$2.7M$2.4M-$269.5K2026-10-29
Valley Brook Capital Group, Inc.
INCREASED6,9706,685+285+4%$2.4M$2.4M+$9.2K2026-10-26
Register Financial Advisors LLC
INCREASED6,9536,897+56+1%$2.5M$2.4M-$72.2K2026-10-23
Hikari Power Ltd
DECREASED6,9507,150-200-3%$2.6M$2.4M-$164.0K2026-10-30
bLong Financial, LLC
UNCHANGED6,9506,95000%$2.5M$2.4M-$92.4K2026-10-29
Bfsg, LLC
INCREASED6,9456,895+50+1%$2.5M$2.4M-$74.4K2026-10-30
West Paces Advisors Inc.
INCREASED6,9136,814+99+1%$2.4M$2.4M-$56.7K2026-10-13
Benedict Financial Advisors Inc
DECREASED6,9077,444-537-7%$2.7M$2.4M-$283.9K2026-10-07
O'Domhnaill Enterprises, Inc.
INCREASED6,8913,454+3,437+100%$1.2M$2.4M+$1.1M2026-10-29
Lynch Investment Planning, LLC
DECREASED6,8747,027-153-2%$2.5M$2.4M-$146.3K2026-10-27
Schmidt P J Investment Management Inc
DECREASED6,8677,073-206-3%$2.5M$2.4M-$164.9K2026-11-02
Tectonic Advisors LLC
DECREASED6,8636,945-82-1%$2.5M$2.4M-$120.5K2026-10-22
Wolff Wiese Magana LLC
INCREASED6,8586,768+90+1%$2.4M$2.4M-$59.0K2026-10-15
Hilltop National Bank
DECREASED6,8447,220-376-5%$2.6M$2.4M-$225.3K2026-10-14
CLG LLC
INCREASED6,8396,771+68+1%$2.4M$2.4M-$66.7K2026-10-13
Old Mission Investment Co LLC
DECREASED6,8286,842-140%$2.4M$2.3M-$95.7K2026-10-22
Crumly & Associates Inc.
INCREASED6,8215,883+938+16%$2.1M$2.3M+$244.6K2026-10-07
Armstrong Advisory Group, Inc
INCREASED6,8216,147+674+11%$2.2M$2.3M+$150.0K2026-10-09
Vaquero Private Wealth, LTD
UNCHANGED6,8176,81700%$2.4M$2.3M-$90.4K2026-10-27
Spectrum Wealth Advisory Group, LLC
UNCHANGED6,8166,81600%$2.4M$2.3M-$90.4K2026-10-29
Joseph P. Lucia & Associates, LLC
DECREASED6,8116,938-127-2%$2.5M$2.3M-$135.9K2026-10-30
Clarus Wealth Advisors
INCREASED6,8016,332+469+7%$2.3M$2.4M+$99.9K2026-10-13
Motive Wealth Advisors
INCREASED6,8006,571+229+3%$2.3M$2.3M-$8.5K2026-10-26
Whitaker-Myers Wealth Managers, Ltd.
DECREASED6,7467,837-1,091-14%$2.8M$2.3M-$479.6K2026-10-09
Renasant Bank
DECREASED6,7366,740-40%$2.4M$2.3M-$91.0K2026-11-05
Belvedere Trading LLC
NEW6,734—+6,734——$2.3M—2026-11-05
RVW Wealth, LLC
INCREASED6,7084,657+2,051+44%$1.7M$2.3M+$643.8K2026-10-06
Optima Capital LLC
DECREASED6,6977,253-556-8%$2.6M$2.3M-$287.6K2026-10-29
Meadow Creek Wealth Advisors LLC
INCREASED6,6956,506+189+3%$2.3M$2.3M-$21.4K2026-11-02
First Bancorp, Inc
DECREASED6,6836,984-301-4%$2.5M$2.3M-$196.4K2026-10-26
Plan A Wealth LLC
INCREASED6,6766,565+111+2%$2.3M$2.3M-$49.0K2026-10-08
Cascade Investment Group, Inc.
INCREASED6,6685,963+705+12%$2.1M$2.3M+$163.3K2026-10-13
Burr Financial Services, LLC
DECREASED6,6557,395-740-10%$2.6M$2.3M-$352.9K2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED6,6546,350+304+5%$2.3M$2.3M+$20.1K2026-10-28
Alternative Investment Advisors, Llc.
INCREASED6,6496,139+510+8%$2.2M$2.3M+$94.6K2026-11-03
Whelan Financial
INCREASED6,6265,483+1,143+21%$2.0M$2.3M+$320.3K2026-10-28
Carrera Capital Advisors
INCREASED6,6226,513+109+2%$2.3M$2.3M-$49.1K2026-11-03
Donalies Financial Planning, LLC
INCREASED6,6176,613+4+0%$2.4M$2.3M-$86.8K2026-10-19
Tactive Advisors, LLC
DECREASED6,6167,117-501-7%$2.5M$2.3M-$267.0K2026-10-08
B.A. Schrock Wealth Management, Inc.
NEW6,595—+6,595——$2.2M—2026-10-15
PUREfi Wealth, LLC
INCREASED6,5936,352+241+4%$2.3M$2.3M-$1.5K2026-10-19
Townsend & Associates, Inc
INCREASED6,5836,500+83+1%$2.3M$2.2M-$45.8K2026-10-23
J. Team Financial, Inc.
INCREASED6,5825,748+834+15%$2.1M$2.3M+$210.4K2026-11-03
Hickory Point Bank & Trust
DECREASED6,5776,888-311-5%$2.5M$2.3M-$198.6K2026-10-01
Signature Equity Partners, LLC
DECREASED6,5616,634-73-1%$2.4M$2.3M-$113.5K2026-10-29
Wespac Advisors, LLC
DECREASED6,5486,953-405-6%$2.5M$2.3M-$231.8K2026-10-26
Lotus Asset Management LLC
INCREASED6,5326,231+301+5%$2.2M$2.2M+$20.6K2026-10-14
Arsenal Capital Advisors LLC
INCREASED6,5266,422+104+2%$2.3M$2.2M-$49.6K2026-11-02
Market Street Wealth Management Advisors LLC
INCREASED6,5136,081+432+7%$2.2M$2.2M+$67.8K2026-10-09
Argyle Capital Partners, LLC
INCREASED6,5056,431+74+1%$2.3M$2.2M-$59.9K2026-10-23
Plante Moran Financial Advisors, LLC
DECREASED6,5029,572-3,070-32%$3.4M$2.2M-$1.2M2026-11-04
Piar LLC
DECREASED6,5007,670-1,170-15%$2.7M$2.2M-$504.5K2026-10-21
Community Financial Services Group, LLC
INCREASED6,4986,390+108+2%$2.3M$2.2M-$110.2K2026-10-15
Eagle Bay Advisors LLC
INCREASED6,4875,904+583+10%$2.1M$2.2M+$122.2K2026-10-16
Aletheian Wealth Advisors LLC
INCREASED6,4866,417+69+1%$2.3M$2.2M-$61.5K2026-10-08
Capital Management Associates, Inc
DECREASED6,4806,495-150%$2.3M$2.2M-$91.4K2026-10-20
Private Client Services, LLC
DECREASED6,4546,593-139-2%$2.4M$2.2M-$135.4K2026-10-02
Anchor Capital Advisors LLC
UNCHANGED6,4536,45300%$2.3M$2.2M-$85.8K2026-11-05
RAM Investment Partners, LLC
DECREASED6,4336,493-60-1%$2.3M$2.2M-$106.9K2026-10-21
Nadler Financial Group, Inc.
INCREASED6,4326,305+127+2%$2.3M$2.2M-$40.1K2026-10-23
Polaris Financial Partners
NEW6,427—+6,427——$2.3K—2026-10-02
DecisionMap Wealth Management, LLC
DECREASED6,3936,510-117-2%$2.3M$2.2M-$126.8K2026-10-29
Firestone Capital Management
DECREASED6,3926,394-20%$2.3M$2.2M-$85.7K2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED6,3876,061+326+5%$2.2M$2.2M+$31.6K2026-10-13
Fulcrum Equity Management
INCREASED6,3845,971+413+7%$2.1M$2.2M+$62.7K2026-10-21
MeadowBrook Investment Advisors LLC
INCREASED6,3686,350+18+0%$2.3M$2.1M-$204.7K2026-10-29
Foundation Wealth Management, LLC
INCREASED6,3655,919+446+8%$2.1M$2.2M+$75.1K2026-10-22
Sentinel Trust Co LBA
UNCHANGED6,3606,36000%$2.3M$2.2M-$85.0K2026-11-03
Cairn Investment Group, Inc.
DECREASED6,3546,454-100-2%$2.3M$2.2M-$120.0K2026-11-04
Quantum Financial Partners LLC
DECREASED6,3436,542-199-3%$2.3M$2.2M-$155.8K2026-10-19
Berman McAleer LLC
UNCHANGED6,3436,34300%$2.3M$2.2M-$84.3K2026-10-16
Kazazian Asset Management, LLC
UNCHANGED6,3406,34000%$2.3M$2.2M-$84.3K2026-11-02
Acorn Financial Advisory Services Inc
INCREASED6,3376,117+220+4%$2.2M$2.2M-$5.4K2026-11-02
Ironsides Asset Advisors, LLC
INCREASED6,3115,384+927+17%$1.9M$2.2M+$247.4K2026-10-20
Voisard Asset Management Group, Inc.
INCREASED6,3105,956+354+6%$2.1M$2.2M+$42.7K2026-10-13
M. Kraus & Co
DECREASED6,3086,408-100-2%$2.3M$2.2M-$119.6K2026-10-20
Gerald Baker Financial Group LLC
INCREASED6,3076,305+2+0%$2.3M$2.2M-$83.2K2026-10-09
Syverson Strege & Co
INCREASED6,3055,877+428+7%$2.1M$2.2M+$69.2K2026-11-02
Louisbourg Investments Inc.
DECREASED6,3006,315-150%$2.3M$2.2M-$89.1K2026-10-20
Emerald Advisors, LLC
DECREASED6,2816,746-465-7%$2.4M$2.2M-$249.6K2026-10-13
Financial Futures Ltd Liability Co.
INCREASED6,2746,256+18+0%$2.2M$2.2M-$77.1K2026-10-13
Financial Consulate, Inc
DECREASED6,2697,259-990-14%$2.6M$2.2M-$437.0K2026-10-23
FNY Investment Advisers, LLC
INCREASED6,2641,006+5,258+523%$359.0K$2.2M+$1.8M2026-10-16
Adams Asset Advisors, LLC
UNCHANGED6,2616,26100%$2.2M$2.2M-$83.2K2026-10-08
Garner Asset Management Corp
INCREASED6,2526,159+93+2%$2.2M$2.0M-$220.4K2026-10-30
Heritage Wealth Management, Inc.
INCREASED6,2356,203+32+1%$2.2M$2.1M-$71.4K2026-10-27
Seelaus Asset Management LLC
DECREASED6,2106,837-627-9%$2.4M$2.1M-$306.6K2026-10-14
Colorado Capital Management, Inc.
INCREASED6,1945,996+198+3%$2.1M$2.1M-$12.0K2026-10-15
Ares Financial Consulting, LLC
INCREASED6,1935,945+248+4%$2.1M$2.1M+$6.3K2026-10-19
Prentice Wealth Management LLC
DECREASED6,1846,358-174-3%$2.3M$2.1M-$144.4K2026-10-20
Noble Wealth Management PBC
INCREASED6,1745,206+968+19%$1.9M$2.1M+$263.9K2026-10-01
LifePlan Financial, LLC
DECREASED6,1696,732-563-8%$2.4M$2.1M-$257.2K2026-10-13
Granite Group Advisors, LLC
DECREASED6,1679,588-3,421-36%$3.4M$2.1M-$1.3M2026-10-14
Enhancing Capital LLC
INCREASED6,1646,100+64+1%$2.2M$2.1M-$59.0K2026-10-26
Hamilton Capital, LLC
DECREASED6,1266,134-80%$2.2M$2.1M-$84.2K2026-10-08
Burns Matteson Capital Management, LLC
DECREASED6,1196,226-107-2%$2.2M$2.1M-$119.5K2026-10-16
Provident Living Financial Services, Inc.
DECREASED6,1176,259-142-2%$2.2M$1.7M-$524.8K2026-11-03
Hall Laurie J Trustee
UNCHANGED6,1106,11000%$2.2M$2.1M-$81.2K2026-10-06
TruNorth Capital Management, LLC
INCREASED6,1055,416+689+13%$1.9M$2.1M+$165.1K2026-10-14
Meadowbrook Wealth Management, LLC
DECREASED6,1006,905-805-12%$2.5M$2.1M-$368.8K2026-10-08
FAI Advisors, Inc.
INCREASED6,0925,827+265+5%$2.1M$2.1M+$13.7K2026-10-27
SS&H Financial Advisors, Inc.
DECREASED6,0866,186-100-2%$2.2M$2.1M-$117.0K2026-10-28
Mcdonald Partners LLC
INCREASED6,0835,965+118+2%$2.1M$2.1M-$38.7K2026-11-03
New Covenant Trust Company, N.A.
INCREASED6,0695,355+714+13%$1.9M$2.1M+$174.5K2026-10-08
Hartford Financial Management Inc.
UNCHANGED6,0486,04800%$2.2M$2.1M-$80.4K2026-10-21
Optivise Advisory Services LLC
INCREASED6,0265,783+243+4%$2.1M$2.1M+$6.7K2026-10-19
Elevated Financial Group LLC
DECREASED6,0236,655-632-9%$2.4M$2.1M-$305.9K2026-10-16
Adkins Seale Capital Management LLC
INCREASED5,9955,931+64+1%$2.1M$2.1M-$56.8K2026-10-27
Trust Co of the South
DECREASED5,9846,480-496-8%$2.3M$2.1M-$256.8K2026-10-21
Cpwa, LLC
INCREASED5,9725,958+14+0%$2.1M$2.1M-$23.0K2026-11-04
Park Capital Management, LLC / WI
INCREASED5,9715,784+187+3%$2.1M$2.1M-$12.5K2026-10-13
Chatham Capital Group, Inc.
UNCHANGED5,9695,96900%$2.1M$2.1M-$79.3K2026-10-16
Wealth Dimensions Group, Ltd.
INCREASED5,9615,478+483+9%$2.0M$2.1M+$93.1K2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
INCREASED5,9585,730+228+4%$2.0M$2.0M+$2.1K2026-11-02
Precedent Wealth Partners, LLC
INCREASED5,9544,841+1,113+23%$1.7M$2.0M+$318.4K2026-10-21
UMB Private Wealth Management, LLC
NEW5,929—+5,929——$2.0M—2026-10-19
Kingsbury Capital Investment Advisors LLC
DECREASED5,8837,139-1,256-18%$2.6M$2.0M-$527.1K2026-10-20
Scissortail Wealth Management, LLC
INCREASED5,8635,099+764+15%$1.8M$2.0M+$195.1K2026-11-03
Provident Investment Management, Inc.
INCREASED5,8555,444+411+8%$1.9M$2.0M+$69.3K2026-10-23
Bay Capital Advisors, LLC
DECREASED5,8546,607-753-11%$2.4M$2.0M-$346.9K2026-10-16
Financial Council, LLC
UNCHANGED5,8455,84500%$2.1M$2.0M-$77.7K2026-11-02
Creative Capital Management Investments LLC
DECREASED5,8415,896-55-1%$2.1M$2.0M-$97.3K2026-10-28
Charter Capital Management, Llc\de
DECREASED5,8405,996-156-3%$2.1M$2.0M-$133.3K2026-10-28
Gallagher Capital Advisors, LLC
DECREASED5,8355,847-120%$2.1M$2.0M-$81.9K2026-10-09
Beirne Wealth Consulting Services, LLC
DECREASED5,8216,111-290-5%$2.2M$2.0M-$181.0K2026-10-19
Abound Wealth Management
INCREASED5,8085,796+12+0%$2.1M$2.0M-$72.8K2026-10-26
Selective Wealth Management, Inc.
INCREASED5,7884,881+907+19%$1.7M$2.0M+$328.7K2026-10-16
Hutchens & Kramer Investment Management Group, LLC
INCREASED5,7825,654+128+2%$2.0M$2.0M-$31.1K2026-10-16
waypoint wealth counsel
INCREASED5,7615,593+168+3%$2.0M$2.0M-$16.7K2026-10-22
Miller Global Investments, LLC
INCREASED5,7474,936+811+16%$1.8M$2.0M+$213.5K2026-10-02
Courage Miller Partners, LLC
UNCHANGED5,7455,74500%$2.1M$2.0M-$76.3K2026-10-21
Fonville Wealth Management LLC
DECREASED5,7435,886-143-2%$2.1M$2.0M-$127.3K2026-10-28
Meridian Investment Counsel Inc.
DECREASED5,7406,495-755-12%$2.3M$2.0M-$346.1K2026-10-14
Triumph Capital Management
INCREASED5,7315,068+663+13%$1.8M$2.0M+$160.8K2026-10-14
Sutton Place Investors LLC
INCREASED5,7265,602+124+2%$2.0M$2.0M-$31.8K2026-10-20
Lord & Richards Wealth Management, LLC
INCREASED5,7243,782+1,942+51%$1.4M$2.0M+$618.2K2026-10-14
BCS Wealth Management
DECREASED5,7236,287-564-9%$2.2M$2.0M-$277.4K2026-11-03
Petros Family Wealth, LLC
INCREASED5,7215,239+482+9%$1.9M$2.0M+$96.2K2026-10-28
WealthTrust Asset Management, LLC
DECREASED5,7165,893-177-3%$2.1M$2.0M-$139.2K2026-10-22
Fermata Advisors, LLC
INCREASED5,7155,554+161+3%$2.0M$2.0M-$18.7K2026-10-13
WP Advisors, LLC
INCREASED5,7095,707+2+0%$2.0M$2.0M-$74.7K2026-10-22
Creekside Partners
INCREASED5,6765,666+10+0%$2.0M$2.0M-$71.7K2026-11-04
Investors Research Corp
DECREASED5,6685,895-227-4%$2.1M$2.0M-$156.5K2026-10-07
Silvia Mccoll Wealth Management, LLC
UNCHANGED5,6585,65800%$2.0M$1.9M-$75.2K2026-10-07
Hobart Private Capital, LLC
DECREASED5,6429,362-3,720-40%$3.3M$1.9M-$1.4M2026-10-19
Madson Wealth Advisors Inc
DECREASED5,6405,651-110%$2.0M$1.9M-$78.6K2026-10-13
Berkshire Money Management, Inc.
NEW5,625—+5,625——$1.9M—2026-10-21
Intelligence Driven Advisers, LLC
INCREASED5,6155,359+256+5%$1.9M$1.9M+$16.9K2026-10-09
Worth Financial Advisory Group, LLC
DECREASED5,5975,681-84-1%$2.0M$1.9M-$104.4K2026-10-19
Chemung Canal Trust Co
DECREASED5,5855,678-93-2%$2.0M$1.9M-$107.5K2026-11-04
Shira Ridge Wealth Management
DECREASED5,5746,548-974-15%$2.3M$1.9M-$422.2K2026-10-09
Hill Island Financial LLC
UNCHANGED5,5745,57400%$2.0M$1.9M-$74.1K2026-10-20
Wiser Wealth Management, Inc
INCREASED5,5735,345+228+4%$1.9M$1.9M+$7.4K2026-10-14
North Capital, Inc.
DECREASED5,5696,253-684-11%$2.2M$2.0M-$264.3K2026-10-16
Searle & Co.
DECREASED5,5585,899-341-6%$2.1M$1.9M-$195.8K2026-11-04
Pegasus Asset Management, Inc.
INCREASED5,5545,520+34+1%$2.0M$1.9M-$61.7K2026-11-03
Powell Investment Advisors, LLC
INCREASED5,5505,547+3+0%$2.0M$1.9M-$72.8K2026-10-22
Rockline Wealth Management, LLC
DECREASED5,5445,568-240%$2.0M$1.9M-$82.3K2026-10-26
Curran Financial Partners, LLC
INCREASED5,5425,375+167+3%$1.9M$1.9M-$13.9K2026-11-04
Davidson Trust Co
INCREASED5,5415,341+200+4%$1.9M$1.9M-$2.2K2026-10-09
Mosley Wealth Management
INCREASED5,5364,798+738+15%$1.7M$1.9M+$218.5K2026-10-16
Providence Wealth Advisors, LLC
INCREASED5,5285,518+10+0%$2.0M$1.9M-$81.7K2026-10-29
First City Capital Management, Inc.
DECREASED5,5115,784-273-5%$2.1M$1.9M-$170.8K2026-10-27
Independence Wealth Advisors, LLC
NEW5,501—+5,501——$1.9M—2026-10-29
Aubrey Capital Management Ltd
DECREASED5,50011,100-5,600-50%$4.0M$1.9M-$2.1M2026-10-19
Financial Management Professionals, Inc.
DECREASED5,4985,502-40%$2.0M$1.9M-$74.6K2026-10-23
Invested Advisors
DECREASED5,4895,665-176-3%$2.0M$1.9M-$135.8K2026-10-23
Center for Financial Planning, Inc.
INCREASED5,4865,024+462+9%$1.8M$1.9M+$92.6K2026-10-26
Sage Investment Advisers LLC
INCREASED5,4865,288+198+4%$1.9M$1.9M-$2.4K2026-10-21
Womack Financial LLC
INCREASED5,4665,104+362+7%$1.8M$1.9M+$56.7K2026-10-14
CWS Financial Advisors, LLC
INCREASED5,4665,431+35+1%$1.9M$1.9M-$60.2K2026-10-16
Foundry Financial LLC
INCREASED5,4485,038+410+8%$1.8M$1.9M+$73.8K2026-10-16
Wright Wealth LLC
UNCHANGED5,4455,44500%$1.9M$1.9M-$72.4K2026-10-29
Oak Barrel Wealth Advisory LLC
INCREASED5,4355,377+58+1%$1.9M$1.9M-$51.7K2026-11-05
Unified Investment Management
UNCHANGED5,4185,41800%$1.9M$1.9M-$72.0K2026-10-14
David J Yvars Group
INCREASED5,4165,410+6+0%$1.9M$1.9M-$70.0K2026-10-09
Smith Shellnut Wilson LLC
DECREASED5,4155,431-160%$1.9M$1.9M-$77.7K2026-10-21
Cadent Capital Advisors, LLC
INCREASED5,3835,379+4+0%$1.9M$1.9M-$70.2K2026-10-09
Montz Harcus Wealth Management LLC
DECREASED5,3645,411-47-1%$1.9M$1.8M-$88.1K2026-10-09
Cassia Capital Partners, LLC
DECREASED5,3605,378-180%$1.9M$1.8M-$77.6K2026-11-04
Valley Forge Investment Consultants Inc ADV
INCREASED5,3585,356+2+0%$1.9M$1.8M-$70.5K2026-11-03
Michels Family Financial, LLC
INCREASED5,3555,200+155+3%$1.9M$1.8M-$15.6K2026-11-02
Valen Private Capital, LLC
NEW5,335—+5,335——$1.8M—2026-10-23
Centurion Wealth Management LLC
DECREASED5,3315,638-307-5%$2.0M$1.8M-$180.6K2026-10-13
Analyst IMS Investment Management Services Ltd.
DECREASED5,3305,647-317-6%$2.0M$1.8M-$184.0K2026-11-05
Avion Wealth
INCREASED5,3205,248+72+1%$1.9M$1.8M-$45.0K2026-11-04
Fourpath Capital Management, LLC
INCREASED5,3164,711+605+13%$1.7M$1.8M+$145.6K2026-10-19
Worth Asset Management, LLC
INCREASED5,3144,600+714+16%$1.6M$1.8M+$184.7K2026-10-07
United Community Bank
INCREASED5,3134,722+591+13%$1.7M$1.8M+$140.6K2026-10-28
Nolet Wealth Management, LLC
INCREASED5,2955,228+67+1%$1.9M$1.8M-$46.4K2026-10-15
MKT Advisors LLC
DECREASED5,2886,647-1,359-20%$2.4M$1.8M-$598.1K2026-10-20
Watershed Private Wealth LLC
INCREASED5,2841,319+3,965+301%$471.2K$1.8M+$1.3M2026-10-30
Avail Investment Partners, LLC
DECREASED5,2685,475-207-4%$2.0M$1.8M-$144.3K2026-10-16
Shoker Investment Counsel, Inc.
UNCHANGED5,2465,24600%$1.9M$1.8M-$69.4K2026-11-04
Cornerstone Planning Group LLC
INCREASED5,2255,160+65+1%$1.8M$1.8M+$72.1K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED5,2244,966+258+5%$1.8M$1.8M+$23.0K2026-10-27
Gill Capital Partners, LLC
INCREASED5,2085,205+3+0%$1.9M$1.8M-$68.1K2026-10-13
Wetzel Investment Advisors, Inc.
INCREASED5,2035,177+26+1%$1.9M$1.8M-$59.9K2026-10-13
Matauro, LLC
INCREASED5,1874,948+239+5%$1.8M$1.8M+$16.6K2026-11-03
Reston Wealth Management LLC
INCREASED5,1785,059+119+2%$1.8M$1.8M-$26.3K2026-10-29
Silverlake Wealth Management LLC
DECREASED5,1765,221-45-1%$1.9M$1.8M-$84.7K2026-10-21
Worthington Financial Partners, LLC
INCREASED5,1615,156+5+0%$1.8M$1.8M-$66.9K2026-10-13
Diversified Management Inc
INCREASED5,1444,911+233+5%$1.8M$1.8M+$14.6K2026-10-08
Archvest Wealth Advisors, Inc.
INCREASED5,1384,945+193+4%$1.8M$1.8M+$3952026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED5,1375,106+31+1%$1.8M$1.8M-$57.2K2026-10-15
Viewpoint Capital Management LLC
INCREASED5,1245,054+70+1%$1.8M$1.8M-$43.1K2026-10-27
Abner Herrman & Brock LLC
INCREASED5,1123,721+1,391+37%$1.3M$1.8M+$429.0K2026-10-20
Williams & Novak Wealth Management, LLC
INCREASED5,1074,281+826+19%$1.5M$1.8M+$227.3K2026-10-09
Spectrum Asset Management, Inc. (NB )
INCREASED5,1045,096+8+0%$1.8M$1.8M-$65.2K2026-10-19
Opinicus Capital, Inc.
DECREASED5,1025,287-185-3%$1.9M$1.8M-$133.8K2026-10-28
Towercrest Capital Management
INCREASED5,0784,329+749+17%$1.5M$1.7M+$200.2K2026-10-23
Greenwood Gearhart LLC
INCREASED5,0765,054+22+0%$1.8M$1.7M-$59.6K2026-11-02
Hopwood Financial Services, Inc.
DECREASED5,0735,313-240-5%$1.9M$1.7M-$153.2K2026-10-29
XY Planning Network, Inc.
INCREASED5,0594,512+547+12%$1.6M$1.7M+$128.3K2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED5,0444,687+357+8%$1.7M$1.7M+$60.2K2026-10-15
TriaGen Wealth Management LLC
UNCHANGED5,0445,04400%$1.8M$1.7M-$67.0K2026-10-14
Instrumental Wealth, LLC
INCREASED5,0254,306+719+17%$1.5M$1.7M+$190.3K2026-10-20
North Berkeley Wealth Management, LLC
INCREASED5,0124,787+225+5%$1.7M$1.7M+$13.8K2026-11-02
Flagship Wealth Advisors, LLC
DECREASED5,0105,273-263-5%$1.9M$1.7M-$160.8K2026-11-03
Capital Wealth Alliance, LLC
INCREASED4,9971,484+3,513+237%$530.4K$1.7M+$1.2M2026-10-20
Triton Wealth Management, Pllc
INCREASED4,9894,826+163+3%$1.7M$1.4M-$356.4K2026-11-04
Prospect Financial Group LLC
DECREASED4,9885,427-439-8%$1.9M$1.7M-$223.2K2026-11-05
Nicholas Wealth, Llc.
INCREASED4,9674,805+162+3%$1.7M$1.7M-$8.1K2026-10-26
Orin Green Financial, LLC
DECREASED4,9604,961-10%$1.8M$1.7M-$66.3K2026-10-19
Frederick Financial Consultants, LLC
INCREASED4,9594,593+366+8%$1.6M$1.7M+$65.0K2026-10-29
Baring Financial LLC
DECREASED4,9585,045-87-2%$1.8M$1.7M-$96.9K2026-10-07
Hudock, Inc.
DECREASED4,9565,157-201-4%$1.8M$1.7M-$137.7K2026-10-14
Davidson Investment Advisors
DECREASED4,9565,096-140-3%$1.8M$1.7M-$115.9K2026-10-20
Signature Resources Capital Management, LLC
INCREASED4,9564,950+6+0%$1.8M$1.7M-$63.7K2026-10-16
Monte Financial Group, LLC
DECREASED4,9464,957-110%$1.8M$1.7M-$63.5K2026-11-02
Range Financial Group LLC
INCREASED4,9404,651+289+6%$1.7M$1.7M+$37.6K2026-10-21
Alliance Wealth Management Group
INCREASED4,9394,190+749+18%$1.5M$1.7M+$202.0K2026-10-29
Fell Capital Management
UNCHANGED4,9304,93000%$1.8M$1.7M-$65.5K2026-10-09
Rhodes Investment Advisors Inc
UNCHANGED4,9284,92800%$1.8M$1.7M-$65.5K2026-10-07
Shepherd Street Advisors LLC
DECREASED4,9214,962-41-1%$1.8M$1.7M-$110.0K2026-10-21
Independent Wealth Network Inc.
INCREASED4,9204,649+271+6%$1.7M$1.7M+$31.4K2026-10-19
Kenora Financial, LLC
DECREASED4,8954,982-87-2%$1.8M$1.7M-$96.1K2026-10-20
Spartan Planning & Wealth Management
DECREASED4,88711,535-6,648-58%$4.1M$1.7M-$2.4M2026-10-13
AAF Wealth Management, LLC
INCREASED4,8864,876+10+0%$1.7M$1.7M-$61.5K2026-10-28
AUA Capital Management, LLC
UNCHANGED4,8804,88000%$1.7M$1.7M-$64.9K2026-10-15
Iams Wealth Management, LLC
INCREASED4,8554,452+403+9%$1.6M$1.7M+$79.4K2026-10-15
Tortoise Investment Management, LLC
INCREASED4,8494,544+305+7%$1.6M$1.7M+$44.6K2026-11-06
Orange Investment Advisors, Inc.
UNCHANGED4,8424,84200%$1.7M$1.7M-$64.4K2026-10-23
RED Lighthouse Investment Management, LLC
DECREASED4,8414,861-200%$1.7M$1.7M-$71.5K2026-11-02
Ariston Services Group
DECREASED4,8265,446-620-11%$1.9M$1.7M-$285.7K2026-10-16
MPS Loria Financial Planners, LLC
INCREASED4,8244,766+58+1%$1.7M$1.7M-$43.6K2026-10-14
Vanguard Capital Wealth Advisors
INCREASED4,8204,783+37+1%$1.7M$1.7M-$50.8K2026-10-16
Blue Bell Private Wealth Management, LLC
INCREASED4,8154,170+645+15%$1.5M$1.7M+$166.3K2026-10-29
Cyr Financial Inc.
INCREASED4,8104,501+309+7%$1.6M$1.7M+$46.4K2026-10-16
Discipline Wealth Solutions, LLC
DECREASED4,8034,875-72-1%$1.7M$1.7M-$89.6K2026-10-14
Kearns & Associates LLC
UNCHANGED4,8004,80000%$1.7M$1.7M-$63.8K2026-10-09
Hidden Cove Wealth Management, LLC
INCREASED4,7994,695+104+2%$1.7M$1.7M-$26.6K2026-10-19
Crane Advisory, LLC
UNCHANGED4,7984,79800%$1.7M$1.7M-$38.2K2026-10-13
Seamount Financial Group Inc
DECREASED4,7704,940-170-3%$1.8M$1.6M-$124.4K2026-10-21
Austin Wealth Management, LLC
DECREASED4,7664,773-70%$1.7M$1.7M+$4.8K2026-11-06
Sprinkle Financial Consultants LLC
DECREASED4,7565,108-352-7%$1.8M$1.6M-$188.8K2026-10-09
Richmond Investment Services, LLC
INCREASED4,7444,723+21+0%$1.7M$1.6M-$55.6K2026-10-29
Northstar Asset Management Co
UNCHANGED4,7354,73500%$1.5M$1.6M+$71.1K2026-10-22
RM Financial Services, LLC
DECREASED4,7344,749-150%$1.7M$1.6M-$68.3K2026-11-03
Copper Harbor Investment Advisors, LLC
UNCHANGED4,7324,73200%$1.7M$1.6M-$62.8K2026-10-16
Legacies Wealth LLC
INCREASED4,7214,320+401+9%$1.5M$1.6M+$80.6K2026-11-02
Corecam AG
NEW4,713—+4,713——$1.6M—2026-10-29
Kellett Wealth Advisors, LLC
DECREASED4,7064,753-47-1%$1.7M$1.6M-$79.3K2026-10-15
Southland Equity Partners LLC
INCREASED4,7033,814+889+23%$1.4M$1.6M+$255.2K2026-10-14
Veery Capital, LLC
INCREASED4,6974,610+87+2%$1.6M$1.6M-$31.3K2026-10-07
Smart Wealth LLC
DECREASED4,6926,627-1,935-29%$2.4M$1.6M-$753.9K2026-11-04
Diversified Portfolios, Inc.
INCREASED4,6913,292+1,399+43%$1.2M$1.6M+$437.6K2026-11-04
CPC Advisors, LLC
DECREASED4,6879,302-4,615-50%$3.3M$1.6M-$1.7M2026-10-21
Thoma Capital Management LLC
DECREASED4,6784,686-80%$1.7M$1.6M-$65.0K2026-10-19
Defined Wealth Management, LLC
DECREASED4,6784,682-40%$1.7M$1.6M-$63.6K2026-10-19
JBGlobal.com LLC
DECREASED4,6734,808-135-3%$1.7M$1.6M-$110.3K2026-10-13
Fire Capital Management LLC
INCREASED4,6644,544+120+3%$1.6M$1.6M-$19.1K2026-10-27
WPG Advisers, LLC
DECREASED4,6344,715-81-2%$1.7M$1.6M-$90.5K2026-10-27
Acorn Creek Capital LLC
INCREASED4,6063,699+907+25%$1.3M$1.6M+$262.9K2026-11-05
Guilbault Capital LLC
DECREASED4,6035,794-1,191-21%$2.1M$1.6M-$486.8K2026-10-28
Factory Mutual Insurance Co
DECREASED4,6005,000-400-8%$1.8M$1.6M-$204.1K2026-10-30
CPA Asset Management Group, LLC
INCREASED4,5914,571+20+0%$1.6M$1.6M-$53.9K2026-10-26
Unify Financial Advisors
INCREASED4,5704,255+315+7%$1.5M$1.6M+$52.0K2026-11-03
RFG - Bristol Wealth Advisors, LLC
DECREASED4,5664,624-58-1%$1.7M$1.6M-$81.3K2026-10-09
TrueWealth Advisors, LLC
INCREASED4,5652,824+1,741+62%$1.0M$1.6M+$561.4K2026-10-09
Latitude Advisors, LLC
INCREASED4,5634,073+490+12%$1.5M$1.6M+$114.6K2026-10-27
Thompson Siegel & Walmsley LLC
DECREASED4,5554,560-50%$1.6M$1.6M-$62.0K2026-11-05
Code Waechter LLC
INCREASED4,5453,545+1,000+28%$1.3M$1.6M+$297.1K2026-10-23
Foguth Wealth Management, Llc.
DECREASED4,5445,507-963-17%$1.9M$1.5M-$390.5K2026-10-19
Montgomery Investment Management Inc
INCREASED4,5403,540+1,000+28%$1.3M$1.6M+$297.1K2026-10-26
Dixon Fnancial Services, Inc.
INCREASED4,5314,518+13+0%$1.6M$1.6M-$55.6K2026-10-23
Reap Financial Group, LLC
INCREASED4,5174,253+264+6%$1.5M$1.6M+$34.4K2026-11-02
Security Financial Services, Inc.
INCREASED4,5154,506+9+0%$1.6M$1.6M-$56.8K2026-10-29
Nova R Wealth, Inc.
DECREASED4,5134,552-39-1%$1.6M$1.6M-$73.8K2026-10-26
Quantum Financial Planning Services, Inc.
INCREASED4,5063,894+612+16%$1.4M$1.6M+$159.0K2026-10-14
Harbor Asset Planning, Inc.
UNCHANGED4,5054,50500%$1.6M$1.6M-$59.9K2026-10-23
Vista Investment Partners II, LLC
DECREASED4,5014,750-249-5%$1.7M$1.5M-$148.7K2026-10-15
Summit Asset Management, LLC
INCREASED4,4994,431+68+2%$1.6M$1.5M-$35.5K2026-11-05
Triangle Securities Wealth Management
DECREASED4,4904,500-100%$1.6M$1.5M-$63.2K2026-10-14
Arwa LLC
INCREASED4,4894,419+70+2%$1.6M$1.6M+$21.9K2026-10-21
Tennessee Valley Asset Management Partners
DECREASED4,4874,740-253-5%$1.7M$1.5M-$150.2K2026-11-03
Arbor Investment Advisors, LLC
DECREASED4,4844,512-28-1%$1.6M$1.5M-$69.6K2026-10-26
CWC Advisors, Llc.
INCREASED4,4764,325+151+3%$1.5M$1.5M-$5.5K2026-10-15
Morling Financial Advisors, LLC
DECREASED4,4634,490-27-1%$1.6M$1.5M-$69.0K2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED4,4613,894+567+15%$1.4M$1.5M+$143.1K2026-10-14
Primoris Wealth Advisors, LLC
DECREASED4,4494,524-75-2%$1.6M$1.5M-$85.9K2026-10-28
Fingerlakes Wealth Management, Inc.
DECREASED4,4494,480-31-1%$1.6M$1.5M-$70.0K2026-11-04
ShoreHaven Wealth Partners, LLC
DECREASED4,4484,516-68-2%$1.6M$1.5M-$83.6K2026-10-16
TSA Wealth Managment LLC
INCREASED4,4413,879+562+14%$1.4M$1.5M+$141.6K2026-10-22
First Pacific Financial
DECREASED4,4404,715-275-6%$1.7M$1.5M-$157.2K2026-10-14
Miller Financial Services LLC
INCREASED4,4353,964+471+12%$1.4M$1.5M+$109.4K2026-10-20
MFG Investments, LLC
NEW4,429—+4,429——$1.5M—2026-10-30
Pinnacle Wealth Management Group, Inc.
DECREASED4,4294,436-70%$1.6M$1.5M-$61.4K2026-10-15
Sensible Money, LLC
DECREASED4,4254,736-311-7%$1.7M$1.5M-$169.8K2026-10-20
Quaker Wealth Management, LLC
INCREASED4,4244,248+176+4%$1.5M$1.5M+$4.3K2026-10-22
Quad-Cities Investment Group, LLC
DECREASED4,4224,476-54-1%$1.6M$1.5M-$78.1K2026-10-16
Western Financial Corp
DECREASED4,42013,238-8,818-67%$4.7M$1.5M-$3.2M2026-10-14
Independent Investors Inc
UNCHANGED4,4204,42000%$1.6M$1.5M-$58.7K2026-10-30
Advisory Advocates, LLC
DECREASED4,4194,638-219-5%$1.7M$1.5M-$137.0K2026-11-05
Hoge Financial Services, LLC
INCREASED4,4104,116+294+7%$1.5M$1.5M+$46.5K2026-11-05
Elser Financial Planning, Inc
INCREASED4,4064,310+96+2%$1.5M$1.5M-$24.1K2026-10-16
Guardian Investment Management
INCREASED4,4023,609+793+22%$1.4M$1.5M+$153.4K2026-10-23
Tenzing Financial LLC
DECREASED4,3894,395-60%$1.6M$1.5M-$100.0K2026-11-03
Nexus Investment Management ULC
UNCHANGED4,3604,36000%$1.6M$1.5M-$57.9K2026-10-27
Private Wealth Management Group, LLC
DECREASED4,3544,389-35-1%$1.6M$1.5M-$70.4K2026-10-19
Absolute Capital Management, LLC
INCREASED4,3532,682+1,671+62%$958.8K$1.5M+$539.2K2026-10-16
KFA Private Wealth Group, LLC
DECREASED4,3524,478-126-3%$1.6M$1.5M-$103.1K2026-10-07
Mascagni Wealth Management, Inc.
DECREASED4,3434,431-88-2%$1.6M$1.5M-$89.0K2026-10-23
Paulson Wealth Management Inc.
DECREASED4,3384,347-90%$1.6M$1.5M-$60.9K2026-11-02
Lionsbridge Wealth Management LLC
DECREASED4,3344,721-387-8%$1.7M$1.5M-$195.9K2026-10-26
Sentinel Pension Advisors, LLC
INCREASED4,3263,125+1,201+38%$1.1M$1.5M+$404.8K2026-11-02
Acorn Wealth Advisors, LLC
INCREASED4,3224,171+151+4%$1.5M$1.5M-$3.6K2026-10-19
Johnson & White Wealth Management, LLC
INCREASED4,3224,312+10+0%$1.5M$1.5M-$53.8K2026-11-03
Spinnaker Investment Group, LLC
DECREASED4,3134,759-446-9%$1.7M$1.5M-$216.7K2026-10-13
Breakwater Investment Management
INCREASED4,3054,226+79+2%$1.5M$1.5M-$29.0K2026-10-20
Capital Square, LLC
DECREASED4,3024,541-239-5%$1.6M$1.5M-$141.9K2026-10-19
Stone Wealth Partners
INCREASED4,3002,127+2,173+102%$760.1K$1.5M+$712.6K2026-11-05
IFS Advisors, LLC
NEW4,291—+4,291——$1.5M—2026-10-14
Shulman DeMeo Asset Management LLC
DECREASED4,2894,406-117-3%$1.6M$1.5M-$88.2K2026-10-09
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED4,2863,959+327+8%$1.4M$1.5M+$60.1K2026-10-13
Stewardship Advisors, LLC
INCREASED4,2834,221+62+1%$1.5M$1.5M-$34.8K2026-10-20
Samalin Investment Counsel, LLC
DECREASED4,2745,459-1,185-22%$2.0M$1.5M-$480.3K2026-10-23
Mach-1 Financial Group, LLC
DECREASED4,2744,329-55-1%$1.5M$1.5M-$76.5K2026-11-06
Legacy Financial Group, Inc.
INCREASED4,2593,753+506+13%$1.3M$1.5M+$124.2K2026-10-21
Axiom Investment Management LLC
DECREASED4,2464,348-102-2%$1.6M$1.5M-$92.9K2026-11-03
Community Trust & Investment Co
INCREASED4,2464,240+6+0%$1.5M$1.5M-$54.3K2026-10-15
Investment Planning Advisors, Inc.
INCREASED4,2433,813+430+11%$1.4M$1.5M+$97.4K2026-10-14
Flynn Zito Capital Management, LLC
DECREASED4,2434,368-125-3%$1.6M$1.5M-$100.9K2026-11-04
Point Nemo Capital, LLC
NEW4,241—+4,241——$1.5M—2026-11-03
Mascoma Wealth Management LLC
DECREASED4,2354,237-20%$1.5M$1.5M-$57.0K2026-10-23
Austin Asset Management Co Inc
DECREASED4,2344,317-83-2%$1.5M$1.5M-$86.0K2026-10-29
Boyce & Associates Wealth Consulting, Inc.
INCREASED4,2334,187+46+1%$1.5M$1.5M-$39.9K2026-10-14
Brown Wealth Management, LLC
INCREASED4,2323,705+527+14%$1.3M$1.5M+$132.1K2026-10-20
Well Done, LLC
INCREASED4,2243,834+390+10%$1.4M$1.5M+$83.2K2026-10-20
Apex Wealth Management, LLC
INCREASED4,2214,192+29+1%$1.5M$1.5M-$46.0K2026-10-20
Decision Investments, Inc
DECREASED4,2154,219-40%$1.5M$1.5M-$57.4K2026-10-07
Hamilton Point Investment Advisors, LLC
DECREASED4,2114,878-667-14%$1.7M$1.4M-$294.3K2026-11-03
Aventus Investment Advisors, Inc.
INCREASED4,2104,094+116+3%$1.5M$1.4M-$14.5K2026-10-09
Box Hill Private Wealth LLC
DECREASED4,2084,384-176-4%$1.6M$1.4M-$119.0K2026-10-05
SilverOak Wealth Management LLC
DECREASED4,1994,223-24-1%$1.5M$1.4M-$64.4K2026-10-29
Peoples Bank
INCREASED4,1843,682+502+14%$1.3M$1.4M+$123.8K2026-10-26
Augustine Asset Management Inc
INCREASED4,1762,837+1,339+47%$1.0M$1.4M+$423.0K2026-10-13
Financial Insights, Inc.
INCREASED4,1683,993+175+4%$1.4M$1.4M+$7.1K2026-10-27
Redwood Financial Network Corp
DECREASED4,1664,851-685-14%$1.7M$1.4M-$300.1K2026-11-03
Pathway Financial Advisors LLC
INCREASED4,1664,130+36+1%$1.5M$1.4M-$53.0K2026-10-07
Financial Perspectives, Inc
INCREASED4,1263,915+211+5%$1.4M$1.4M+$20.8K2026-11-03
Avid Wealth Partners LLC
DECREASED4,1254,127-20%$1.5M$1.4M-$55.5K2026-11-03
BlueChip Wealth Advisors LLC
INCREASED4,1222,275+1,847+81%$813.0K$1.4M+$605.3K2026-11-03
Weinberger Asset Management, Inc
INCREASED4,1064,013+93+2%$1.4M$1.4M-$16.3K2026-10-28
Clay Northam Wealth Management, LLC
DECREASED4,1054,122-170%$1.5M$1.4M-$60.6K2026-10-13
Legal Advantage Investments, Inc.
UNCHANGED4,1004,10000%$1.5M$1.4M-$54.5K2026-10-13
Sierra Ocean, LLC
INCREASED4,0863,792+294+8%$1.4M$1.4M+$50.8K2026-11-03
Main Street Group, LTD
INCREASED4,0864,046+40+1%$1.4M$1.4M-$39.9K2026-10-28
Cahaba Wealth Management, Inc.
INCREASED4,0783,628+450+12%$1.3M$1.4M+$106.6K2026-10-26
Pacific Excel Wealth Advisors, Inc.
DECREASED4,0768,788-4,712-54%$3.1M$1.4M-$1.7M2026-10-27
Emergent Wealth Advisors, LLC
INCREASED4,0663,486+580+17%$1.3M$1.4M+$99.3K2026-10-09
Cora Capital Advisors LLC
DECREASED4,0524,053-10%$1.4M$1.4M-$54.1K2026-11-02
Heritage Investment Group, Inc.
INCREASED4,0513,920+131+3%$1.4M$1.4M-$7.0K2026-11-03
Wilkins Miller Wealth Management, LLC
DECREASED4,0494,121-72-2%$1.5M$1.4M-$79.5K2026-10-13
Midwest Financial Group LLC
INCREASED4,0453,823+222+6%$1.4M$1.4M+$25.6K2026-10-15
Clark Financial Services Group Inc
INCREASED4,0433,904+139+4%$1.4M$1.4M-$4.0K2026-10-19
Smallwood Wealth Investment Management, LLC
INCREASED4,039746+3,293+441%$266.6K$1.4M+$1.1M2026-10-30
Echo45 Advisors LLC
INCREASED4,0383,692+346+9%$1.3M$1.4M+$69.9K2026-10-07
Hyposwiss Advisors SA
UNCHANGED4,0314,03100%$1.4M$1.4M-$53.6K2026-10-26
IronBridge Private Wealth, LLC
DECREASED4,01710,335-6,318-61%$3.7M$1.4M-$2.3M2026-11-03
M.E. Allison & Co., Inc.
DECREASED4,0114,073-62-2%$1.5M$1.4M-$75.7K2026-10-09
Graham Capital Wealth Management, LLC
DECREASED4,0114,021-100%$1.4M$1.4M-$56.9K2026-10-26
Stegent Equity Advisors, Inc.
DECREASED4,0104,563-553-12%$1.6M$1.4M-$250.9K2026-10-13
Villere ST Denis J & Co LLC
UNCHANGED4,0094,00900%$1.4M$1.4M-$53.3K2026-11-04
Cutler Investment Counsel LLC
INCREASED4,0053,940+65+2%$1.4M$1.4M-$30.2K2026-10-28
WealthSpring Partners, LLC
DECREASED4,0045,846-1,842-32%$2.1M$1.4M-$711.7K2026-10-14
WealthCare Investment Partners, LLC
INCREASED4,0023,970+32+1%$1.4M$1.4M-$41.9K2026-11-05
Parkside Investments, LLC
DECREASED4,0004,069-69-2%$1.5M$1.4M-$77.6K2026-10-20
Citizens National Bank Trust Department
INCREASED3,9853,634+351+10%$1.3M$1.4M+$72.5K2026-11-04
Landaas & Co
INCREASED3,9793,950+29+1%$1.4M$1.4M-$42.5K2026-10-29
CJM Wealth Advisers, Ltd.
DECREASED3,9664,006-40-1%$1.4M$1.4M-$67.0K2026-10-27
RW Investment Management LLC
INCREASED3,9563,152+804+26%$1.1M$1.4M+$234.8K2026-11-03
Langley Wealth Management, LLC
INCREASED3,9503,668+282+8%$1.3M$1.4M+$48.3K2026-11-04
General Partner, Inc.
DECREASED3,9455,945-2,000-34%$2.1M$1.4M-$767.2K2026-10-05
Taylor Securities Services, Inc.
INCREASED3,9453,795+150+4%$1.4M$1.4M+$1.2K2026-10-20
High Point Wealth Management, LLC
INCREASED3,9433,581+362+10%$1.3M$1.4M+$76.8K2026-11-05
Atlas Private Wealth Advisors
INCREASED3,9213,920+1+0%$1.4M$1.3M-$52.0K2026-10-23
Vestia Personal Wealth Advisors
INCREASED3,9103,304+606+18%$1.2M$1.3M+$164.5K2026-10-20
Demars Financial Group, LLC
INCREASED3,9083,605+303+8%$1.3M$1.3M+$56.4K2026-10-22
RHS Financial, LLC
DECREASED3,9073,925-180%$1.4M$1.3M-$58.4K2026-10-13
Matrix Asset Advisors Inc
UNCHANGED3,9073,90700%$1.4M$1.3M-$51.9K2026-10-13
Park State Asset Management
DECREASED3,9003,905-50%$1.4M$1.3M-$53.6K2026-11-02
WMG Financial Advisors, LLC
UNCHANGED3,8983,89800%$1.4M$1.4M$02026-10-28
Inspirion Wealth Advisors, LLC
INCREASED3,8973,703+194+5%$1.3M$1.3M+$3.3K2026-10-09
Reyes Financial Architecture, Inc.
INCREASED3,8953,218+677+21%$1.2M$1.3M+$190.2K2026-10-22
Iron Financial LLC
DECREASED3,8944,039-145-4%$1.4M$1.3M-$103.7K2026-10-23
Split Creek LLC DBA Split Creek Capital LLC
INCREASED3,8923,606+286+8%$1.3M$1.3M+$50.5K2026-11-02
Poehling Capital Management, Inc.
UNCHANGED3,8793,87900%$1.4M$1.3M-$51.5K2026-10-20
Godsey & Gibb, Inc
INCREASED3,8583,815+43+1%$1.4M$1.3M-$35.9K2026-10-14
Hummer Financial Advisory Services Inc
UNCHANGED3,8453,84500%$1.4M$1.3M-$51.1K2026-10-09
LongView Wealth Management
UNCHANGED3,8453,84500%$1.4M$1.3M-$50.8K2026-10-19
Waystone Advisors LLC
DECREASED3,8403,851-110%$1.4M$1.4M-$3.9K2026-10-16
Stone House Investment Management, LLC
INCREASED3,8333,093+740+24%$1.1M$1.3M+$213.3K2026-10-23
Three Seasons Wealth, LLC
INCREASED3,8273,656+171+5%$1.3M$1.3M+$10.2K2026-11-03
Greenhouse Wealth Management, LLC
UNCHANGED3,8143,81400%$1.4M$1.3M-$50.7K2026-10-20
Virtue Asset Management LLC
DECREASED3,8123,839-27-1%$1.4M$1.3M-$60.3K2026-10-21
Catalyst Private Wealth, LLC
INCREASED3,8093,512+297+8%$1.3M$1.3M+$55.6K2026-10-13
Stone Summit Wealth LLC
DECREASED3,7884,018-230-6%$1.4M$1.3M-$132.5K2026-10-14
Patrick M Sweeney & Associates, Inc
INCREASED3,7733,709+64+2%$1.3M$1.3M-$27.3K2026-10-22
Able Wealth Management LLC
DECREASED3,7694,361-592-14%$1.6M$1.3M-$252.6K2026-10-13
American Institute for Advanced Investment Management, LLP
INCREASED3,7683,587+181+5%$1.2M$1.3M+$14.0K2026-11-03
WealthPoint Financial, LLC
INCREASED3,7673,134+633+20%$1.1M$1.3M+$176.2K2026-11-03
West Wealth Group, LLC
INCREASED3,7593,644+115+3%$1.3M$1.3M-$9.0K2026-10-14
Forte Asset Management LLC
UNCHANGED3,7403,74000%$1.3M$1.3M-$49.7K2026-10-13
Essential Planning, Llc.
UNCHANGED3,7293,72900%$1.3M$1.3M-$49.5K2026-10-21
Themes Management Co LLC
INCREASED3,7273,077+650+21%$1.1M$1.3M+$182.8K2026-10-29
Powers Advisory Group, LLC
DECREASED3,7223,803-81-2%$1.4M$1.3M-$78.4K2026-10-14
Intergy Private Wealth, LLC
DECREASED3,7183,851-133-3%$1.4M$1.3M-$96.9K2026-10-16
Welch Financial Planning, LLC
INCREASED3,7022,996+706+24%$1.1M$1.3M+$203.1K2026-11-06
Mycio Wealth Partners, LLC
DECREASED3,6983,700-20%$1.3M$1.3M-$49.9K2026-11-04
Tortuga Wealth Management, Inc
INCREASED3,6923,606+86+2%$1.3M$1.3M-$18.0K2026-10-27
AJ Advisors, LLC
INCREASED3,6903,680+10+0%$1.3M$1.3M-$45.4K2026-10-29
Cooper S Advisors, LLC
INCREASED3,6883,508+180+5%$1.3M$1.3M+$15.4K2026-11-03
Vista Finance, LLC
INCREASED3,6811,842+1,839+100%$658.4K$1.3M+$608.3K2026-10-23
Legacy Wealth Partners, LLC
INCREASED3,6773,447+230+7%$1.2M$1.3M+$33.3K2026-10-15
Nkcfo LLC
DECREASED3,67535,625-31,950-90%$12.7M$1.3M-$11.5M2026-11-04
Cynosure Group, LLC
DECREASED3,6665,488-1,822-33%$2.0M$1.3M-$699.8K2026-11-03
Client 1ST Advisory Group, LLC
INCREASED3,6643,521+143+4%$1.3M$1.3M+$2.4K2026-10-19
4J Wealth Management LLC
INCREASED3,6573,575+82+2%$1.3M$1.3M-$19.1K2026-11-02
Aurora Private Wealth, Inc.
INCREASED3,6483,400+248+7%$1.2M$1.3M+$40.0K2026-10-20
Solitude Financial Services
DECREASED3,6343,879-245-6%$1.4M$1.3M-$135.9K2026-10-26
Pacific Center for Financial Services
INCREASED3,6253,525+100+3%$1.3M$1.2M-$12.4K2026-10-15
Boomfish Wealth Group, LLC
INCREASED3,6173,168+449+14%$1.1M$1.2M+$112.4K2026-10-22
Sloy Dahl & Holst, LLC
DECREASED3,6033,643-40-1%$1.3M$1.2M-$61.9K2026-10-14
McAlister, Sweet & Associates, Inc.
UNCHANGED3,6033,60300%$1.3M$1.2M-$47.9K2026-10-07
Clarus Group, Inc.
INCREASED3,6003,561+39+1%$1.3M$1.2M-$33.8K2026-10-21
FDx Advisors, Inc.
DECREASED3,5943,624-30-1%$1.3M$1.2M-$58.0K2026-11-05
B.O.S.S. Retirement Advisors, LLC
DECREASED3,5877,248-3,661-51%$2.6M$1.2M-$1.4M2026-10-26
Peterson Wealth Services
INCREASED3,5823,581+1+0%$1.3M$1.2M-$47.0K2026-10-26
Connecticut Capital Management Group, LLC
INCREASED3,5713,499+72+2%$1.3M$1.2M-$21.7K2026-10-29
Silverberg Bernstein Capital Management LLC
INCREASED3,5653,440+125+4%$1.2M$1.2M-$2.7K2026-10-13
Mullooly Asset Management, Inc.
DECREASED3,5563,670-114-3%$1.3M$1.2M-$88.0K2026-10-30
Saxony Capital Management, LLC
INCREASED3,5533,133+420+13%$1.1M$1.2M+$102.7K2026-10-15
Dynamic Wealth Strategies, LLC
INCREASED3,5503,459+91+3%$1.2M$1.2M-$14.7K2026-10-16
True Wealth Design, LLC
DECREASED3,5443,665-121-3%$1.3M$1.2M-$90.3K2026-10-13
Manske Wealth Management
INCREASED3,5383,169+369+12%$1.1M$1.2M+$84.8K2026-10-26
MMA Asset Management LLC
DECREASED3,5343,939-405-10%$1.4M$1.2M-$191.7K2026-11-02
Builder Investment Group Inc
UNCHANGED3,5333,53300%$1.3M$1.2M-$47.0K2026-10-22
Align Financial, LLC
INCREASED3,5253,405+120+4%$1.2M$1.2M-$4.0K2026-10-16
Steinberganna Wealth Management
DECREASED3,5227,758-4,236-55%$2.8M$1.2M-$1.6M2026-10-23
Members Wealth LLC
INCREASED3,5213,322+199+6%$1.2M$1.2M+$47.2K2026-10-20
Covestor Ltd
DECREASED3,5083,615-107-3%$1.3M$1.2M-$86.0K2026-10-30
Sage Private Wealth Group, LLC
INCREASED3,5023,442+60+2%$1.2M$1.2M-$25.1K2026-10-21
CDM Financial Counseling Services, Inc.
INCREASED3,5003,402+98+3%$1.2M$1.2M-$11.5K2026-10-15
Northwest Wealth Management, LLC
DECREASED3,4953,633-138-4%$1.3M$1.2M-$95.7K2026-10-30
Wealth Management Partners, LLC
DECREASED3,4894,089-600-15%$1.5M$1.2M-$260.8K2026-10-21
Verus Financial Partners, Inc.
INCREASED3,4853,381+104+3%$1.2M$1.2M-$9.1K2026-10-29
Quantify Chaos Advisors, LLC
INCREASED3,4831,460+2,023+139%$521.8K$1.2M+$676.7K2026-11-04
Objective Capital Management, LLC
DECREASED3,4793,582-103-3%$1.3M$1.2M-$83.0K2026-10-13
Stronghold Wealth Management L.L.C.
INCREASED3,4773,069+408+13%$1.1M$1.2M+$99.6K2026-10-16
ERn Financial, LLC
INCREASED3,4733,194+279+9%$1.1M$1.2M+$53.5K2026-10-28
Puff Wealth Management, LLC
DECREASED3,4683,796-328-9%$1.4M$1.2M-$163.5K2026-10-07
Kozak & Associates, Inc.
INCREASED3,4683,466+2+0%$1.3M$1.1M-$125.3K2026-10-29
O'Brien Greene & Co. Inc
DECREASED3,4593,470-110%$1.2M$1.2M-$49.9K2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED3,4593,458+1+0%$1.2M$1.2M-$45.6K2026-10-15
Allied Investment Advisors, LLC
DECREASED3,4483,721-273-7%$1.3M$1.2M-$143.4K2026-10-13
Advisortrust Partners, LLC
DECREASED3,4483,585-137-4%$1.3M$1.2M-$94.9K2026-11-02
Serenity Investment Advisors
INCREASED3,4423,366+76+2%$1.1M$1.2M+$37.4K2026-10-30
Carnegie Lake Advisors LLC
DECREASED3,44012,485-9,045-72%$4.5M$4.3M-$165.9K2026-11-03
Lee Financial Co
INCREASED3,4363,379+57+2%$1.2M$1.2M-$25.3K2026-10-16
Bestgate Wealth Advisors, LLC
INCREASED3,4352,735+700+26%$977.4K$1.2M+$204.5K2026-10-13
Boyd Wealth Management, LLC
INCREASED3,4251,824+1,601+88%$651.9K$1.2M+$526.7K2026-10-20
Lpwm LLC
UNCHANGED3,4223,42200%$1.2M$1.2M-$45.3K2026-10-20
Gratus Wealth Advisors, LLC
UNCHANGED3,4193,41900%$1.2M$1.2M-$45.4K2026-10-26
Broadway Wealth Solutions, Inc.
INCREASED3,4183,294+124+4%$1.2M$1.2M-$1.1K2026-10-21
Braun-Bostich & Associates Inc.
DECREASED3,4183,472-54-2%$1.2M$1.2M-$64.7K2026-10-20
Morey & Quinn Wealth Partners, LLC
INCREASED3,4073,374+33+1%$1.2M$1.2M-$33.5K2026-10-28
Rinkey Investments
INCREASED3,3943,382+12+0%$1.2M$1.2M-$40.9K2026-10-28
Financial Planning Navigators Corp
INCREASED3,3903,270+120+4%$1.2M$1.2M-$2.2K2026-10-14
Burford Brothers, Inc.
INCREASED3,3733,368+5+0%$1.2M$1.2M-$43.3K2026-10-21
Chapman Investment Management, LLC
NEW3,364—+3,364——$1.2M—2026-11-03
Groesbeck Investment Management Corp
DECREASED3,3553,445-90-3%$1.2M$1.2M-$77.0K2026-10-26
Horizon Wealth Management, LLC
UNCHANGED3,3493,34900%$1.2M$1.2M-$44.4K2026-11-02
Matthew Goff Investment Advisor, LLC
INCREASED3,3383,329+9+0%$1.2M$1.1M-$41.1K2026-10-13
Trinity Financial Advisors LLC
DECREASED3,3373,472-135-4%$1.2M$1.1M-$92.6K2026-10-09
Cambridge Financial Group, LLC
UNCHANGED3,3243,32400%$1.2M$1.2M$02026-10-06
Oasis Advisors, LLC
NEW3,315—+3,315——$1.1M—2026-10-16
Cordoba Advisory Partners LLC
DECREASED3,3103,542-232-7%$1.3M$1.1M-$126.8K2026-10-19
Capital Advantage, Inc.
INCREASED3,3023,094+208+7%$1.1M$1.1M+$30.4K2026-10-14
Dara Capital US, Inc.
DECREASED3,30026,543-23,243-88%$9.5M$1.1M-$8.4M2026-10-29
Pembroke Management, LTD
INCREASED3,3003,161+139+4%$1.1M$1.1M+$5.8K2026-10-21
Grant Street Asset Management, Inc.
INCREASED3,3003,270+30+1%$1.2M$1.1M-$33.1K2026-10-26
Stillwater Wealth Management Group
DECREASED3,2963,319-23-1%$1.2M$1.1M-$52.0K2026-10-21
Shakespeare Wealth Management, LLC
DECREASED3,2803,380-100-3%$1.2M$1.1M-$79.2K2026-10-28
LifeGoal Investments, LLC
DECREASED3,2623,281-19-1%$1.2M$1.1M-$50.1K2026-10-09
Balentine LLC
DECREASED3,2619,026-5,765-64%$3.2M$1.1M-$2.1M2026-11-03
Lake Hills Wealth Management, LLC
INCREASED3,2603,078+182+6%$1.1M$1.1M+$21.7K2026-10-07
Summit Securities Group LLC
INCREASED3,254300+2,954+985%$107.2K$1.1M+$1.0M2026-11-05
Rainey & Randall Wealth Advisors Inc.
INCREASED3,2533,152+101+3%$1.1M$1.1M-$7.0K2026-10-26
Fidato Wealth LLC
NEW3,240—+3,240——$1.1M—2026-10-13
Persium Advisors, LLC
INCREASED3,2393,064+175+6%$1.1M$1.1M+$19.5K2026-10-07
Philip James Wealth Mangement, LLC
INCREASED3,2293,190+39+1%$1.1M$1.1M-$29.2K2026-10-27
Valtinson Bruner Financial Planning LLC
DECREASED3,2233,349-126-4%$1.2M$1.1M-$88.1K2026-11-02
Flagship Private Wealth, LLC
DECREASED3,2183,273-55-2%$1.2M$1.1M-$62.4K2026-11-05
Washington Growth Strategies LLC
UNCHANGED3,2083,20800%$1.1M$1.1M-$42.6K2026-10-19
James T. Borello RIA
INCREASED3,1903,157+33+1%$1.1M$1.1M-$30.8K2026-10-16
Walker Asset Management, LLC
INCREASED3,1873,070+117+4%$1.1M$1.1M-$7572026-10-13
Chris Bulman Inc
INCREASED3,1823,134+48+2%$1.1M$1.1M-$25.1K2026-10-20
Dakota Community Bank & Trust NA
INCREASED3,1682,478+690+28%$885.6K$1.1M+$204.5K2026-10-09
RFG Holdings, Inc.
DECREASED3,1663,324-158-5%$1.2M$1.1M-$98.8K2026-10-30
Dodds Wealth, LLC
UNCHANGED3,1503,15000%$1.1M$1.1M-$41.9K2026-11-02
Factor Wealth Management LTD
DECREASED3,1453,436-291-8%$1.2M$1.1M-$145.6K2026-10-08
Accelerate Investment Advisors LLC
INCREASED3,1373,061+76+2%$1.1M$1.1M-$14.5K2026-11-02
Winnacle Wealth LLC
DECREASED3,1293,282-153-5%$1.2M$1.1M-$96.6K2026-10-15
Ellerson Group Inc
UNCHANGED3,1263,12600%$1.1M$875.4K-$241.8K2026-11-04
Omega Financial Group, LLC
INCREASED3,1202,983+137+5%$1.1M$1.1M+$7.3K2026-10-29
Opus Financial Solutions LLC
DECREASED3,1193,189-70-2%$1.1M$1.1M-$66.4K2026-11-06
Comprehensive Financial Planning, Inc.
INCREASED3,1163,115+1+0%$1.1M$1.1M-$40.9K2026-10-27
Sylvest Advisors, LLC
INCREASED3,1053,104+1+0%$1.1M$1.1M-$41.0K2026-10-26
25 LLC
DECREASED3,0993,207-108-3%$1.1M$1.1M-$79.7K2026-10-13
Adamsbrown Wealth Consultants LLC
INCREASED3,0942,822+272+10%$1.0M$1.1M+$56.3K2026-10-20
Cap Partners, LLC
INCREASED3,0932,873+220+8%$1.0M$1.1M+$37.6K2026-10-19
Cherry Tree Wealth Management, LLC
DECREASED3,0853,138-53-2%$1.1M$1.1M-$59.9K2026-10-15
OFS Enterprise LLC
INCREASED3,0823,003+79+3%$1.1M$1.1M-$13.0K2026-10-16
Birch Financial Group, LLC
INCREASED3,0752,991+84+3%$1.1M$1.1M-$10.8K2026-10-27
New Capital Management LP
DECREASED3,0733,108-35-1%$1.1M$1.1M-$53.3K2026-10-29
LightSquare Wealth Management, LLC
INCREASED3,0632,933+130+4%$1.0M$1.1M+$5.8K2026-11-03
KFG Wealth Management, LLC
DECREASED3,0553,167-112-4%$1.1M$1.1M-$80.9K2026-10-16
Presilium Private Wealth, LLC
INCREASED3,0532,765+288+10%$988.2K$1.1M+$62.3K2026-10-26
Droms Strauss Advisors Inc
DECREASED3,0523,070-18-1%$1.1M$1.1M-$46.9K2026-11-03
G&S Capital LLC
INCREASED3,0462,721+325+12%$972.5K$1.0M+$75.4K2026-10-23
Momentous Wealth Management, Inc.
INCREASED3,0462,811+235+8%$1.0M$1.0M+$43.5K2026-10-21
Sterling Group Wealth Management, LLC
DECREASED3,0454,040-995-25%$1.4M$1.0M-$396.1K2026-11-03
ACT Advisors, Llc.
INCREASED3,0412,377+664+28%$849.3K$1.0M+$196.9K2026-10-15
Keeler & Nadler Financial Planning & Wealth Management
DECREASED3,0413,043-20%$1.1M$1.0M-$41.3K2026-10-28
Baker Boyer National Bank
DECREASED3,0363,093-57-2%$1.1M$1.0M-$60.7K2026-11-05
CMG Global Holdings, LLC
INCREASED3,0293,024+5+0%$1.1M$1.0M-$38.4K2026-10-14
DLK Investment Management, LLC
DECREASED3,0283,839-811-21%$699.3K$1.0M+$342.6K2026-10-09
Uncommon Cents Investing Inc
DECREASED3,0253,027-20%$1.1M$1.0M-$40.9K2026-10-20
Omnitrust Wealth Management, Inc
NEW3,023—+3,023——$1.0M—2026-11-02
Wilkerson Advisory Group LLC
INCREASED3,0172,813+204+7%$1.0M$1.0M+$32.5K2026-10-20
Tarbox Family Office, Inc.
DECREASED3,0133,014-10%$1.1M$1.0M-$40.4K2026-10-23
Trail Ridge Investment Advisors, LLC
INCREASED3,0052,750+255+9%$982.7K$1.0M+$51.2K2026-10-16
Baypointe Partners LLC
NEW3,000—+3,000——$1.0M—2026-10-22
Cincinnati Financial Corp
NEW3,000—+3,000——$1.0M—2026-11-03
Cincinnati Insurance Co
NEW3,000—+3,000——$1.0M—2026-11-03
Eurizon Asset Management Hungary Ltd.
UNCHANGED3,0003,00000%$1.1M$1.0M-$39.9K2026-11-06
Towerpoint Wealth, LLC
DECREASED2,9993,408-409-12%$1.2M$1.0M-$186.2K2026-10-13
Davis Investment Partners, LLC
INCREASED2,9942,838+156+6%$1.0M$1.0M+$16.0K2026-11-05
Global Wealth Strategies & Associates
INCREASED2,9762,375+601+25%$848.7K$1.0M+$175.4K2026-10-02
Insight Wealth Partners, LLC
DECREASED2,9753,434-459-13%$1.2M$1.0M-$203.6K2026-10-26
Cathy Pareto & Associates, Inc
INCREASED2,9682,877+91+3%$1.0M$1.0M-$6.9K2026-10-15
Hapanowicz & Associates Financial Services, Inc
UNCHANGED2,9682,96800%$1.1M$1.0M-$39.4K2026-10-29
AdviceOne Advisory Services, LLC
INCREASED2,9632,620+343+13%$936.4K$1.0M+$83.0K2026-10-19
Altiora Financial Group, LLC
INCREASED2,9602,959+1+0%$1.1M$1.0M-$39.0K2026-11-04
Single Point Partners, LLC
DECREASED2,9583,309-351-11%$1.2M$1.0M-$164.7K2026-10-19
Mayfair Advisory Group, LLC
DECREASED2,9522,964-120%$947.8K$1.0M+$67.8K2026-10-20
Tradewinds Capital Management, LLC
INCREASED2,9482,472+476+19%$883.4K$1.0M+$131.0K2026-10-23
TPG Advisors LLC
DECREASED2,9453,229-284-9%$1.2M$1.0M-$140.6K2026-10-16
Marathon Mission, Inc.
INCREASED2,9332,915+18+1%$1.0M$1.0M-$32.5K2026-10-01
MFA Wealth Services
INCREASED2,9312,849+82+3%$1.0M$1.0M-$9.5K2026-10-14
Entrewealth, LLC
DECREASED2,9312,985-54-2%$1.1M$1.0M-$59.3K2026-10-14
MTM Investment Management, LLC
INCREASED2,9212,891+30+1%$1.0M$1.0M-$28.3K2026-10-30
Bdfs Capital LLC
INCREASED2,9092,851+58+2%$1.0M$1.0M-$18.0K2026-10-14
Lexington Hill Partners, LLC
INCREASED2,9052,772+133+5%$990.6K$999.7K+$9.1K2026-10-13
Robinson Smith Wealth Advisors LLC
DECREASED2,9003,534-634-18%$1.3M$997.8K-$265.1K2026-10-22
Conestoga Capital Advisors, LLC
DECREASED2,9002,915-15-1%$1.0M$997.8K-$43.9K2026-11-02
Biltmore Wealth Management, LLC
INCREASED2,8882,758+130+5%$985.7K$993.6K+$7.9K2026-10-09
J.M. Arbour, LLC
INCREASED2,8852,091+794+38%$747.3K$992.7K+$245.4K2026-11-05
Phoenix Wealth Advisors
UNCHANGED2,8812,88100%$1.0M$991.4K-$38.2K2026-11-03
Gouws Capital LLC
UNCHANGED2,8802,88000%$1.0M$991.0K-$38.3K2026-10-09
Forthright Family Wealth Advisory LLC
UNCHANGED2,8712,87100%$1.0M$987.9K-$38.2K2026-11-03
Kingdom Financial Group Llc.
DECREASED2,8702,891-21-1%$1.0M$987.5K-$45.8K2026-11-04
HMV Wealth Advisors, LLC
INCREASED2,8592,805+54+2%$1.0M$983.7K-$18.7K2026-10-27
Financial Network Wealth Advisors LLC
INCREASED2,8512,655+196+7%$948.8K$981.0K+$32.2K2026-10-28
Alterna Wealth Management, Inc
INCREASED2,8512,822+29+1%$1.0M$981.1K-$27.5K2026-10-27
Birch Capital Management, LLC
DECREASED2,8453,010-165-5%$1.1M$978.9K-$96.8K2026-10-27
Master's Wealth Management Inc.
INCREASED2,8422,277+565+25%$813.6K$977.8K+$164.3K2026-10-22
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED2,8402,84000%$1.0M$977.2K-$37.7K2026-10-27
Horizon Financial Services, LLC
INCREASED2,8361,087+1,749+161%$388.5K$975.8K+$587.4K2026-11-04
Daviman Financial, LLC
INCREASED2,8332,742+91+3%$980.0K$974.8K-$5.2K2026-11-06
Haven Private, LLC
INCREASED2,8312,810+21+1%$1.0M$974.2K-$30.1K2026-10-27
TrustBank
INCREASED2,8302,815+15+1%$1.0M$973.7K-$32.3K2026-10-20
Core Wealth Management, Inc.
DECREASED2,8273,590-763-21%$1.3M$972.7K-$310.2K2026-10-22
Prota Financial, LLC
INCREASED2,8252,796+29+1%$1.0M$955.6K-$54.4K2026-10-08
Antonelli Financial Advisors, LLC
UNCHANGED2,8252,82500%$1.0M$972.0K-$38.0K2026-10-13
Providence First Trust Co
DECREASED2,8223,093-271-9%$1.1M$971.0K-$134.4K2026-11-02
Asio Capital, LLC
INCREASED2,8192,580+239+9%$922.0K$970.0K+$47.9K2026-10-19
4Wealth Advisors, Inc.
DECREASED2,8132,819-60%$997.0K$959.1K-$37.9K2026-10-13
Sterling Wealth Management, Inc.
DECREASED2,8122,813-10%$1.0M$967.6K-$37.7K2026-10-23
First Financial Group Corp
DECREASED2,8072,814-70%$1.0M$966.1K-$39.7K2026-10-22
Macroview Investment Management LLC
INCREASED2,8032,758+45+2%$985.8K$964.6K-$21.2K2026-10-26
Layline Advisors, LLC
INCREASED2,7952,267+528+23%$810.3K$961.8K+$151.4K2026-11-02
Pacifica Partners Inc.
UNCHANGED2,7832,78300%$1.0M$941.4K-$59.8K2026-10-09
Advus Financial Partners, LLC
INCREASED2,7792,261+518+23%$807.9K$956.1K+$148.1K2026-10-20
1620 Investment Advisors, Inc.
INCREASED2,7552,722+33+1%$972.9K$947.9K-$25.0K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED2,7422,754-120%$984.1K$943.6K-$40.5K2026-10-29
Balance Wealth Partners LLC
INCREASED2,7382,687+51+2%$960.0K$942.1K-$17.9K2026-10-27
Financial Synergies Wealth Advisors, Inc.
INCREASED2,7292,288+441+19%$817.7K$938.9K+$121.2K2026-10-16
Meixler Investment Management, Ltd.
DECREASED2,7282,791-63-2%$997.5K$938.7K-$58.8K2026-11-03
Centerpoint Advisory Group
INCREASED2,7212,563+158+6%$915.9K$936.2K+$20.3K2026-10-23
Armbruster Capital Management, Inc.
DECREASED2,7172,866-149-5%$1.0M$934.7K-$89.6K2026-10-19
Equita Financial Network, Inc.
INCREASED2,7131,973+740+38%$705.3K$933.4K+$228.1K2026-10-19
Columbus Macro, LLC
INCREASED2,7122,685+27+1%$959.4K$933.2K-$26.1K2026-10-14
Sonata Capital Group Inc
UNCHANGED2,7102,71000%$968.5K$932.5K-$36.0K2026-10-19
Integrity Wealth Partners, LLC
NEW2,708—+2,708——$931.7K—2026-10-14
Tanglewood Wealth Management, Inc.
INCREASED2,6992,607+92+4%$931.7K$928.7K-$3.0K2026-10-23
Level Financial Advisors
INCREASED2,6992,627+72+3%$938.9K$928.5K-$10.3K2026-10-13
Allegiance Financial Group Advisory Services LLC
NEW2,695—+2,695——$927.4K—2026-11-02
Livet Wealth, LLC
INCREASED2,6941,810+884+49%$646.8K$927.0K+$280.1K2026-10-27
Matrix Trust Co
INCREASED2,6852,264+421+19%$809.0K$924.0K+$115.0K2026-10-07
Legacy Bridge, LLC
INCREASED2,6822,652+30+1%$947.7K$922.8K-$24.9K2026-10-28
Holcombe Financial, Inc.
DECREASED2,6752,815-140-5%$1.0M$920.4K-$85.6K2026-10-16
Dynamic Financial Group
INCREASED2,6672,664+3+0%$952.0K$917.7K-$34.4K2026-10-28
Midwest Professional Planners, Ltd.
INCREASED2,6592,447+212+9%$874.5K$914.9K+$40.4K2026-10-29
Peak Financial Management, Inc.
INCREASED2,6572,531+126+5%$904.8K$914.2K+$9.4K2026-10-16
Raub Brock Capital Management LP
DECREASED2,6524,332-1,680-39%$1.5M$912.5K-$635.5K2026-10-21
Kaufman Rossin Wealth, LLC
INCREASED2,6481,999+649+32%$717.3K$911.0K+$193.7K2026-10-19
Meridian Financial Advisors, LLC
INCREASED2,6412,151+490+23%$768.7K$908.7K+$140.0K2026-10-14
Wealth Management Nebraska
INCREASED2,6362,501+135+5%$893.8K$907.0K+$13.2K2026-10-26
Kachkovsky & Fisher, Inc.
DECREASED2,6362,668-32-1%$953.3K$907.1K-$46.2K2026-10-21
Murphy Pohlad Asset Management LLC
INCREASED2,6332,383+250+10%$851.6K$906.0K+$54.4K2026-10-22
Kwmg, LLC
INCREASED2,6302,611+19+1%$933.2K$904.9K-$28.3K2026-10-07
Hillcrest Wealth Advisors - NY, LLC
DECREASED2,6292,642-130%$944.2K$904.6K-$39.6K2026-10-22
Michael Brady & Co., LLC
UNCHANGED2,6282,62800%$939.2K$904.2K-$34.9K2026-10-23
R. W. Roge & Company, Inc.
INCREASED2,6152,614+1+0%$934.0K$900.0K-$34.0K2026-11-04
Dickmeyer Boyce Financial Management, Inc.
DECREASED2,6052,981-376-13%$1.1M$896.4K-$168.9K2026-10-08
Thompson Davis & Co., Inc.
INCREASED2,6052,554+51+2%$913.3K$896.3K-$16.9K2026-11-05
Greystone Financial Group, LLC
UNCHANGED2,6002,60000%$929.1K$894.5K-$34.6K2026-10-26
Finivi Inc.
DECREASED2,5992,626-27-1%$938.6K$894.1K-$44.5K2026-10-13
Wolff Financial Management LLC
DECREASED2,5982,637-39-1%$942.5K$894.1K-$48.4K2026-10-23
Cooper Capital Advisors LLC
INCREASED2,5982,596+2+0%$927.9K$893.8K-$34.1K2026-10-29
Aquire Wealth Advisors, LLC
INCREASED2,5972,591+6+0%$926.1K$893.7K-$32.4K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED2,5952,315+280+12%$827.4K$900.5K+$73.1K2026-11-02
Burkett Asset Management Ltd
DECREASED2,5852,665-80-3%$952.4K$889.4K-$62.9K2026-10-13
Financial Harvest, LLC
INCREASED2,5812,480+101+4%$886.3K$888.1K+$1.8K2026-10-15
Enzi Wealth
INCREASED2,5802,576+4+0%$926.1K$912.8K-$13.3K2026-10-14
Kennicott Capital Management LLC
UNCHANGED2,5802,58000%$922.0K$887.7K-$34.3K2026-10-16
Encompass Wealth Advisors, LLC
INCREASED2,5761,084+1,492+138%$387.4K$886.4K+$499.0K2026-10-15
Gleason Group, Inc.
INCREASED2,5742,573+1+0%$919.5K$885.7K-$33.8K2026-10-15
Capstone Wealth Management, LLC
DECREASED2,5722,861-289-10%$1.0M$885.1K-$137.4K2026-11-02
Leslie Global Wealth, LLC
DECREASED2,5722,603-31-1%$930.2K$885.0K-$45.3K2026-10-26
WealthCare Asset Management, LLC
DECREASED2,5714,364-1,793-41%$1.6M$884.7K-$674.9K2026-10-26
Oregon Pacific Wealth Management, LLC
DECREASED2,5702,605-35-1%$930.9K$884.3K-$46.7K2026-10-20
Flywheel Private Wealth LLC
UNCHANGED2,5702,57000%$918.4K$884.3K-$34.2K2026-11-02
Hartmann Taylor Wealth Management, LLC
UNCHANGED2,5692,56900%$738.7K$883.9K+$145.2K2026-10-14
Gagnon Securities LLC
UNCHANGED2,5562,55600%$913.4K$879.5K-$34.0K2026-11-05
15 Wealth Advisors LLC
NEW2,549—+2,549——$877.1K—2026-10-14
Redw Wealth LLC
DECREASED2,5412,563-22-1%$915.9K$874.3K-$41.6K2026-11-02
Mitchell Capital Management Co
UNCHANGED2,5412,54100%$908.1K$874.4K-$33.8K2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED2,5402,54000%$907.7K$874.0K-$33.8K2026-10-30
Manchester Financial Inc
DECREASED2,5392,750-211-8%$982.9K$873.7K-$109.1K2026-10-15
Capital Squared Financial LLC
DECREASED2,5332,584-51-2%$923.6K$871.7K-$51.9K2026-10-30
BOS Asset Management, LLC
INCREASED2,5332,508+25+1%$896.3K$871.6K-$24.7K2026-10-09
Sard Wealth Management Group, LLC
DECREASED2,5262,645-119-4%$945.4K$869.3K-$76.1K2026-10-16
BankPlus Wealth Management LLC
DECREASED2,5232,563-40-2%$916.2K$868.3K-$47.9K2026-10-13
Cogent Strategic Wealth LLC
DECREASED2,5202,569-49-2%$918.1K$867.1K-$51.0K2026-10-22
Horst & Graben Wealth Management LLC
INCREASED2,5162,496+20+1%$901.5K$865.7K-$35.8K2026-11-02
Targeted Financial Services LLC
UNCHANGED2,5162,51600%$899.1K$865.7K-$33.4K2026-10-19
First Citizens Financial Corp
DECREASED2,5152,516-10%$899.1K$865.4K-$33.8K2026-10-02
Sterling Financial Planning, Inc.
DECREASED2,5032,588-85-3%$924.9K$861.2K-$63.6K2026-10-28
5th Street Advisors, LLC
UNCHANGED2,5002,50000%$893.4K$860.2K-$33.2K2026-11-04
Patriot Investment Management Group, Inc.
DECREASED2,4973,142-645-21%$1.1M$859.2K-$263.7K2026-10-15
Darrow Company, Inc.
UNCHANGED2,4972,49700%$892.4K$859.2K-$33.2K2026-10-22
LVZ, Inc.
INCREASED2,4912,449+42+2%$875.3K$857.2K-$18.1K2026-10-20
Rosenberg Matthew Hamilton
DECREASED2,4852,607-122-5%$931.7K$855.0K-$76.6K2026-10-05
Fusion Family Wealth, LLC
INCREASED2,4832,443+40+2%$873.1K$854.4K-$18.7K2026-11-02
Asempa Wealth Advisors
INCREASED2,4722,445+27+1%$873.7K$836.2K-$37.5K2026-10-07
Fortress Financial Solutions, LLC
NEW2,471—+2,471——$850.3K—2026-10-14
Mlp3, LLC
INCREASED2,4631,528+935+61%$546.2K$847.3K+$301.1K2026-10-22
ASL Financial, LLC
UNCHANGED2,4492,44900%$875.2K$842.7K-$32.5K2026-10-15
St. Louis Trust Co
UNCHANGED2,4442,44400%$1.3M$840.9K-$431.3K2026-11-03
NavPoint Financial, Inc.
UNCHANGED2,4392,43900%$871.6K$839.2K-$32.4K2026-10-21
SRH Advisors, LLC
DECREASED2,4332,463-30-1%$880.2K$837.2K-$43.0K2026-10-22
apricus wealth, LLC
DECREASED2,4272,479-52-2%$885.9K$835.1K-$50.8K2026-10-26
Boyum Wealth Architects LLC
INCREASED2,4272,408+19+1%$848.9K$833.8K-$15.2K2026-10-06
Montgomery Financial Services LLC
UNCHANGED2,4272,42700%$867.3K$835.1K-$32.3K2026-11-03
Define Financial, LLC
INCREASED2,4231,832+591+32%$654.9K$833.7K+$178.8K2026-10-14
Granville Capital, Inc.
INCREASED2,4191,994+425+21%$712.8K$832.2K+$119.4K2026-11-05
Davis Capital Management
DECREASED2,4172,642-225-9%$944.2K$831.6K-$112.5K2026-10-08
Willis Johnson Wealth, Inc.
DECREASED2,4152,546-131-5%$909.9K$830.9K-$79.0K2026-11-03
Alamar Capital Management, LLC
DECREASED2,4142,442-28-1%$872.6K$830.6K-$42.0K2026-11-02
Legacy Solutions, LLC
INCREASED2,4102,376+34+1%$848.9K$829.1K-$19.8K2026-10-07
Tenet Wealth Partners, LLC
DECREASED2,4072,596-189-7%$847.8K$828.2K-$19.5K2026-10-19
GGM Financial LLC
INCREASED2,4052,162+243+11%$772.7K$827.7K+$55.0K2026-11-05
Eclectic Associates Inc
INCREASED2,4042,336+68+3%$834.9K$827.0K-$7.9K2026-10-09
Tableaux LLC
DECREASED2,4042,406-20%$859.8K$827.2K-$32.7K2026-10-23
Gimbal Financial
DECREASED2,3982,424-26-1%$866.4K$825.2K-$41.2K2026-10-19
Gallacher Capital Management LLC
DECREASED2,3963,206-810-25%$1.1M$824.5K-$321.1K2026-10-30
Financial Solutions Advisory Group, Inc.
INCREASED2,3862,272+114+5%$815.3K$812.6K-$2.7K2026-10-28
LFA - Lugano Financial Advisors SA
DECREASED2,3822,413-31-1%$862.3K$819.6K-$42.7K2026-11-03
Doliver Advisors, LP
DECREASED2,3792,428-49-2%$867.7K$818.6K-$49.1K2026-10-01
Future Financial Wealth Managment LLC
UNCHANGED2,3752,37500%$754.5K$817.2K+$62.7K2026-10-15
Bridgelight Financial Advisors, Inc.
DECREASED2,3672,386-19-1%$852.6K$814.5K-$38.1K2026-10-20
McClarren Financial Advisors, Inc.
UNCHANGED2,3612,36100%$843.8K$812.4K-$31.4K2026-10-15
Harvey Investment Co LLC
UNCHANGED2,3602,36000%$843.0K$812.0K-$31.0K2026-10-20
tru Independence LLC
INCREASED2,3592,324+35+2%$830.4K$811.8K-$18.7K2026-10-20
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED2,3521,603+749+47%$572.9K$809.3K+$236.4K2026-11-06
West Bancorporation Inc
INCREASED2,3521,912+440+23%$683.3K$809.3K+$126.0K2026-10-29
Bare Financial Services, Inc
INCREASED2,3502,312+38+2%$826.2K$808.6K-$17.7K2026-11-04
Shikiar Asset Management Inc
INCREASED2,3441,544+800+52%$552.0K$807.0K+$255.0K2026-10-20
Bauman Advisory Group, LLC
INCREASED2,3412,252+89+4%$804.7K$805.5K+$8112026-10-29
Bright Futures Wealth Management, Llc.
DECREASED2,3412,374-33-1%$848.4K$805.5K-$43.0K2026-10-23
E6 Portfolios, LLC
DECREASED2,3372,750-413-15%$982.8K$804.2K-$178.7K2026-10-26
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED2,3372,269+68+3%$811.0K$804.0K-$7.0K2026-10-15
Great Waters Wealth Management
DECREASED2,3372,352-15-1%$840.4K$804.0K-$36.4K2026-10-07
Meritas Wealth Management, LLC
INCREASED2,3321,800+532+30%$643.4K$802.5K+$159.1K2026-10-14
American National Bank of Texas
DECREASED2,3272,702-375-14%$965.6K$800.7K-$164.9K2026-10-07
Portus Wealth Advisors, LLC
DECREASED2,3202,496-176-7%$892.0K$798.3K-$93.7K2026-10-13
Integrated Wealth Management
INCREASED2,3152,180+135+6%$779.1K$796.6K+$17.5K2026-10-19
Denver PWM, LLC
INCREASED2,3142,313+1+0%$800.2K$796.0K-$4.2K2026-10-22
Integris Wealth Management, LLC
DECREASED2,3122,626-314-12%$938.6K$795.6K-$143.0K2026-10-14
Pacific Asset Management, LLC
INCREASED2,3072,306+1+0%$824.0K$793.8K-$30.2K2026-10-15
Prodigy Asset Management LLC
UNCHANGED2,3072,30700%$824.5K$793.9K-$30.7K2026-10-28
Veratis Advisors, Inc.
INCREASED2,3051,975+330+17%$705.8K$793.2K+$87.4K2026-11-03
RS Crum Inc.
DECREASED2,3012,466-165-7%$881.1K$791.6K-$89.6K2026-10-19
North Forty Two & Co.
DECREASED2,2952,305-100%$823.7K$789.7K-$34.1K2026-10-19
A&I Financial Services, LLC
UNCHANGED2,2942,29400%$819.8K$789.3K-$30.5K2026-10-15
Blossom Wealth Management
INCREASED2,2872,183+104+5%$780.1K$786.9K+$6.8K2026-11-03
Tucker Asset Management LLC
DECREASED2,2852,381-96-4%$851.0K$786.2K-$64.8K2026-10-29
Palatine Hill Wealth Management, LLC
INCREASED2,2712,217+54+2%$792.2K$781.7K-$10.5K2026-11-03
LifeSteps Financial, Inc.
DECREASED2,2572,296-39-2%$820.5K$776.7K-$43.8K2026-10-15
Pacific Capital Wealth Advisors, Inc.
INCREASED2,2551,853+402+22%$662.1K$775.8K+$113.7K2026-10-22
Old Peak Finance LLC
DECREASED2,2522,442-190-8%$872.7K$774.9K-$97.8K2026-11-02
Virginia Wealth Management Group, Inc.
UNCHANGED2,2512,25100%$804.4K$774.5K-$29.9K2026-10-14
21 West Wealth Management LLC
DECREASED2,2502,306-56-2%$824.1K$774.2K-$49.9K2026-10-13
Jmac Enterprises LLC
UNCHANGED2,2472,24700%$803.0K$773.1K-$29.9K2026-10-30
Heritage OAK Wealth Advisors LLC
INCREASED2,2452,157+88+4%$770.8K$772.4K+$1.6K2026-10-14
PTM Wealth Management, LLC
DECREASED2,2412,392-151-6%$764.7K$779.2K+$14.5K2026-10-23
Acima Private Wealth, LLC
UNCHANGED2,2402,24000%$800.5K$770.7K-$29.8K2026-10-05
TradeWell Securities, Llc.
DECREASED2,2382,398-160-7%$857.1K$770.2K-$86.9K2026-10-21
Cooke & Bieler LP
DECREASED2,2362,301-65-3%$822.3K$769.4K-$52.9K2026-10-21
Kondo Wealth Advisors, Inc.
DECREASED2,2352,255-20-1%$805.9K$769.0K-$36.9K2026-10-19
Strata Wealth Advisors, LLC
INCREASED2,2132,079+134+6%$743.0K$761.4K+$18.5K2026-10-16
Syntax Research, Inc.
UNCHANGED2,2092,20900%$789.3K$760.1K-$29.1K2026-11-04
Smith Partners Wealth Management, LLC
NEW2,196—+2,196——$755.6K—2026-11-05
Ballew Advisors, Inc
INCREASED2,1892,185+4+0%$786.5K$751.8K-$34.7K2026-10-05
Seven Hills Financial, LLC
NEW2,186—+2,186——$752.2K—2026-10-13
Clear Retirement Advice LLC
INCREASED2,1811,897+284+15%$677.9K$750.4K+$72.5K2026-10-22
Midwest Financial Partners Investments, Inc.
DECREASED2,1752,317-142-6%$828.0K$748.4K-$79.7K2026-10-08
Mid-American Wealth Advisory Group, Inc.
DECREASED2,1752,217-42-2%$792.3K$748.4K-$43.9K2026-10-21
Plan Group Financial, LLC
DECREASED2,1744,160-1,986-48%$1.5M$739.7K-$747.0K2026-10-22
PFS Partners, LLC
INCREASED2,1641,922+242+13%$686.9K$744.4K+$57.5K2026-10-21
O'Connor Financial Group LLC
INCREASED2,1602,140+20+1%$764.8K$743.2K-$21.6K2026-10-26
IVC Wealth Advisors LLC
INCREASED2,1562,143+13+1%$765.8K$741.8K-$24.0K2026-10-23
Summit Investment Advisors, Inc.\KS
UNCHANGED2,1542,15400%$769.8K$741.1K-$28.6K2026-11-05
Gibson Capital, LLC
DECREASED2,1493,991-1,842-46%$1.4M$739.4K-$686.8K2026-10-23
Kitching Partners, LLC
UNCHANGED2,1472,14700%$767.3K$738.7K-$28.5K2026-11-02
High Probability Advisors, LLC
UNCHANGED2,1452,14500%$766.6K$738.1K-$28.5K2026-10-19
SFG Wealth Management, Llc.
DECREASED2,1372,219-82-4%$792.9K$735.2K-$57.7K2026-10-23
Heirloom Wealth Management
INCREASED2,1362,002+134+7%$715.5K$734.9K+$19.4K2026-10-14
First Growth Capital LLC
DECREASED2,1302,170-40-2%$775.5K$732.9K-$42.6K2026-10-15
Investmark Advisory Group LLC
UNCHANGED2,1302,13000%$761.2K$732.9K-$28.3K2026-10-27
Gray Private Wealth, LLC
INCREASED2,1291,958+171+9%$699.9K$732.4K+$32.5K2026-10-28
Riggs Asset Managment Co. Inc.
INCREASED2,1271,680+447+27%$600.6K$731.7K+$131.1K2026-11-05
Ellsworth Advisors, LLC
INCREASED2,1171,648+469+28%$611.3K$728.3K+$117.1K2026-10-15
Jacksonville Wealth Management, LLC
DECREASED2,1152,177-62-3%$778.0K$727.7K-$50.3K2026-10-30
Kelly Financial Services LLC
DECREASED2,1062,109-30%$753.8K$724.6K-$29.2K2026-10-20
Gainline Financial Partners, LLC
DECREASED2,1012,347-246-10%$838.6K$722.9K-$115.7K2026-10-15
Downshift Financial, LLC
INCREASED2,0971,732+365+21%$619.0K$721.6K+$102.6K2026-10-13
Cowa, LLC
UNCHANGED2,0962,09600%$749.0K$721.2K-$27.9K2026-10-30
MBE Wealth Management, LLC
DECREASED2,0852,094-90%$748.5K$717.5K-$31.0K2026-10-26
Marquette Asset Management, LLC
DECREASED2,0762,081-50%$743.7K$714.3K-$29.4K2026-10-09
AMI Investment Management Inc
INCREASED2,073958+1,115+116%$342.4K$713.3K+$370.9K2026-10-27
RIA Advisory Group LLC
DECREASED2,0713,064-993-32%$1.1M$712.5K-$382.3K2026-10-15
Pettinga Financial Advisors LLC
DECREASED2,0712,220-149-7%$793.5K$712.5K-$81.0K2026-10-13
Wealth Group Ltd
UNCHANGED2,0662,06600%$738.3K$709.7K-$28.7K2026-10-07
Lionshead Wealth Management, LLC
INCREASED2,0541,994+60+3%$712.6K$706.7K-$5.9K2026-10-21
Arbor Wealth Advisors LLC
UNCHANGED2,0482,04800%$731.9K$704.7K-$27.2K2026-10-09
ShankerValleau Wealth Advisors, Inc.
UNCHANGED2,0402,04000%$729.0K$701.9K-$27.1K2026-10-16
Center for Wealth Management Advisory
INCREASED2,0371,404+633+45%$501.8K$700.8K+$199.0K2026-10-23
Elevated Capital Advisors, LLC
DECREASED2,0365,454-3,418-63%$1.9M$700.4K-$1.2M2026-11-04
Compass Financial Services Inc
UNCHANGED2,0192,01900%$721.6K$694.7K-$26.8K2026-11-06
Winter & Associates, Inc.
DECREASED2,0172,069-52-3%$739.3K$686.2K-$53.0K2026-10-23
Bay Harbor Wealth Management, LLC
DECREASED2,0162,033-17-1%$726.5K$693.7K-$32.9K2026-11-03
SwitchPoint Financial Planning, LLC
DECREASED2,0102,814-804-29%$1.0M$691.6K-$313.9K2026-11-02
Pinkerton Wealth, LLC
DECREASED2,0102,168-158-7%$623.5K$691.4K+$67.9K2026-10-29
Gruss & Co., LLC
UNCHANGED2,0002,00000%$714.7K$688.2K-$26.6K2026-11-02
Horizons Wealth Management
NEW1,998—+1,998——$687.5K—2026-10-05
Integrity Investment Advisors, LLC
INCREASED1,9981,522+476+31%$543.9K$687.3K+$143.4K2026-11-03
Citrine Capital LLC
INCREASED1,9971,938+59+3%$692.5K$687.0K-$5.5K2026-10-14
Aerodigm Wealth, LLC
INCREASED1,9971,942+55+3%$694.2K$687.3K-$6.9K2026-10-16
City State Bank
INCREASED1,9961,811+185+10%$647.2K$686.8K+$39.6K2026-10-20
Halter Ferguson Financial Inc.
DECREASED1,9902,274-284-12%$812.7K$684.7K-$128.0K2026-10-21
Lifelong Wealth Advisors, Inc.
INCREASED1,9881,901+87+5%$679.4K$684.0K+$4.7K2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED1,9871,995-80%$713.0K$683.7K-$29.3K2026-10-13
Guidance Capital, Inc
INCREASED1,9851,952+33+2%$691.8K$553.7K-$138.1K2026-11-03
Hofer & Associates. Inc
INCREASED1,9841,318+666+51%$470.9K$682.7K+$211.9K2026-10-13
RED Crane Wealth Management, LLC
INCREASED1,9841,983+1+0%$708.7K$682.7K-$26.0K2026-10-14
Verde Capital Management
DECREASED1,9792,166-187-9%$774.2K$681.0K-$93.2K2026-10-28
Sage Capital Management, LLC
INCREASED1,9791,978+1+0%$707.1K$681.3K-$25.9K2026-10-20
Rise Advisors, LLC
INCREASED1,9781,693+285+17%$605.0K$680.6K+$75.6K2026-10-16
Gilbert Capital Group, Inc.
UNCHANGED1,9621,96200%$701.2K$675.1K-$26.1K2026-10-28
Carmel Capital Partners, LLC
INCREASED1,9591,903+56+3%$680.1K$674.1K-$6.0K2026-11-03
Sharkey, Howes & Javer
DECREASED1,9501,973-23-1%$705.1K$671.0K-$34.1K2026-10-22
Johnson Bixby & Associates, LLC
UNCHANGED1,9421,94200%$694.0K$668.2K-$25.8K2026-10-14
DeLarme Wealth Management, Inc.
INCREASED1,9391,935+4+0%$691.5K$667.2K-$24.3K2026-10-30
JDH Wealth Management, LLC
DECREASED1,9311,942-11-1%$694.0K$664.4K-$29.6K2026-10-20
Finward Bancorp
DECREASED1,9262,348-422-18%$839.1K$662.7K-$176.4K2026-10-14
Contravisory Investment Management, Inc.
DECREASED1,9232,142-219-10%$765.5K$661.7K-$103.8K2026-10-13
Dominguez Wealth Management Solutions, Inc.
DECREASED1,9231,964-41-2%$702.0K$661.6K-$40.4K2026-10-07
Key Capital Management, Inc
INCREASED1,913809+1,104+136%$289.2K$639.6K+$350.4K2026-11-03
Dmkc Advisory Services, LLC
INCREASED1,9091,067+842+79%$381.3K$656.8K+$275.5K2026-11-04
Gibraltar Capital Management, Inc.
INCREASED1,9041,024+880+86%$365.8K$655.3K+$289.5K2026-10-27
marrick wealth, LLC
DECREASED1,9041,927-23-1%$688.7K$655.1K-$33.5K2026-10-20
InTrack Investment Management Inc
UNCHANGED1,9031,90300%$680.1K$654.8K-$25.3K2026-10-15
GenWealth Group, Inc.
UNCHANGED1,9021,90200%$679.7K$654.4K-$25.3K2026-10-16
Financial Enhancement Group LLC
DECREASED1,9002,056-156-8%$734.8K$666.0K-$68.7K2026-10-08
Granite FO LLC
UNCHANGED1,8961,89600%$677.6K$652.4K-$25.2K2026-10-14
Marotta Asset Management
DECREASED1,8871,908-21-1%$689.1K$649.3K-$39.8K2026-10-02
Kraematon Investment Advisors, Inc
INCREASED1,8861,865+21+1%$666.5K$649.1K-$17.4K2026-11-02
Spectrum Financial Alliance Ltd LLC
NEW1,885—+1,885——$648.7K—2026-10-29
Ridgeline Wealth, LLC
UNCHANGED1,8831,88300%$672.7K$666.0K-$6.8K2026-10-14
S&A Financial Services, Inc.
INCREASED1,8811,880+1+0%$671.9K$647.2K-$24.7K2026-11-03
Terril Brothers, Inc.
INCREASED1,8801,780+100+6%$636.1K$648.9K+$12.8K2026-11-06
Smith & Howard Wealth Management, LLC
INCREASED1,8751,623+252+16%$580.0K$645.1K+$65.1K2026-10-27
Vestor Capital, LLC
INCREASED1,873687+1,186+173%$81$152+$712026-11-04
Essential Partners LLC
DECREASED1,8661,910-44-2%$682.5K$642.1K-$40.4K2026-10-14
Peterson Wealth Management
INCREASED1,858607+1,251+206%$216.9K$639.2K+$422.3K2026-11-06
Nearside Advisors, LLC
NEW1,855—+1,855——$638.3K—2026-10-20
Snider Financial Group
DECREASED1,8551,916-61-3%$684.7K$638.3K-$46.4K2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
INCREASED1,8531,355+498+37%$484.2K$637.6K+$153.3K2026-10-21
Dorato Capital Management
UNCHANGED1,8531,85300%$661.8K$649.5K-$12.3K2026-10-08
Delta Wealth Advisors LLC
UNCHANGED1,8511,85100%$661.5K$636.9K-$24.6K2026-10-09
Luminvest Wealth Management LLC
DECREASED1,8492,159-310-14%$771.6K$636.2K-$135.4K2026-10-14
Bryant Woods Investment Advisors, LLC
INCREASED1,8481,837+11+1%$656.7K$636.4K-$20.3K2026-10-26
Wealthcare Capital Partners, LLC
INCREASED1,8471,846+1+0%$659.9K$635.4K-$24.4K2026-10-21
Washington Capital Management, Inc
DECREASED1,8452,045-200-10%$730.8K$634.8K-$96.0K2026-10-19
Opus Capital Group, LLC
INCREASED1,8451,825+20+1%$652.0K$635.0K-$17.0K2026-10-30
Mountain Pacific Investment Advisers LLC
INCREASED1,8431,407+436+31%$502.8K$634.1K+$131.3K2026-10-29
LiftPoint Family Wealth Advisors LLC
DECREASED1,8371,921-84-4%$686.5K$632.1K-$54.4K2026-11-03
Endowment Wealth Management, Inc.
INCREASED1,8341,165+669+57%$416.3K$631.0K+$214.7K2026-11-03
Paladin Wealth, LLC
INCREASED1,8321,603+229+14%$572.9K$630.5K+$57.6K2026-10-23
Opulen Financial Group LLC
INCREASED1,8291,676+153+9%$598.8K$629.2K+$30.4K2026-10-22
Roof Eidam Maycock Peralta, LLC
INCREASED1,8221,415+407+29%$505.8K$627.0K+$121.2K2026-10-15
Ferguson Shapiro LLC
INCREASED1,8221,821+1+0%$650.7K$626.9K-$23.8K2026-10-16
Clayton Financial Group LLC
UNCHANGED1,8191,81900%$650.1K$625.9K-$24.2K2026-10-13
Waller Financial Planning Group, Inc
DECREASED1,8171,827-10-1%$653.0K$625.2K-$27.7K2026-10-07
Cedar Point Capital Partners, LLC
DECREASED1,8101,820-10-1%$650.4K$622.8K-$27.6K2026-10-29
J2 Capital Management Inc
DECREASED1,8091,816-70%$649.0K$622.5K-$26.5K2026-10-19
Wavvest Wealth LLC
NEW1,804—+1,804——$620.6K—2026-10-21
Ping Capital Management, Inc.
INCREASED1,8001,000+800+80%$357.4K$619.3K+$262.0K2026-10-13
Highland Financial Advisors, LLC
INCREASED1,7961,487+309+21%$531.4K$617.9K+$86.6K2026-10-19
Prism Planning Partners LLC
INCREASED1,7961,727+69+4%$617.2K$618.0K+$7892026-10-27
Ridgepath Capital Management LLC
UNCHANGED1,7911,79100%$639.9K$616.4K-$23.5K2026-10-29
Tenon Financial LLC
INCREASED1,7861,601+185+12%$572.3K$614.7K+$42.4K2026-10-14
ProCore Advisors, LLC
DECREASED1,7701,871-101-5%$668.6K$609.0K-$59.6K2026-10-14
Ridgeline Wealth Planning, LLC
INCREASED1,7681,358+410+30%$485.3K$608.3K+$123.0K2026-10-29
Apeiron RIA LLC
DECREASED1,7651,934-169-9%$691.2K$597.1K-$94.1K2026-10-08
True Link Financial Advisors, LLC
INCREASED1,7651,680+85+5%$600.4K$607.3K+$6.9K2026-10-27
Sincerus Advisory, LLC
INCREASED1,7631,514+249+16%$541.0K$606.6K+$65.6K2026-10-09
Fairway Wealth LLC
INCREASED1,760224+1,536+686%$80.1K$605.4K+$525.3K2026-10-30
Carlson Financial, Inc.
INCREASED1,7601,699+61+4%$607.1K$605.5K-$1.6K2026-11-05
Northland Securities, Inc.
INCREASED1,7571,700+57+3%$607.5K$604.5K-$3.0K2026-11-02
USAdvisors Wealth Management, LLC
DECREASED1,7541,868-114-6%$667.0K$603.0K-$64.0K2026-10-21
Tsfg, LLC
DECREASED1,7534,282-2,529-59%$1.5M$603.0K-$927.0K2026-10-23
Chiron Capital Management, LLC
DECREASED1,7382,036-298-15%$727.6K$597.9K-$129.7K2026-10-15
WestHill Financial Advisors, Inc.
DECREASED1,7371,755-18-1%$627.1K$597.6K-$29.4K2026-10-14
First Premier Bank
INCREASED1,7351,495+240+16%$534.0K$597.0K+$63.0K2026-10-13
Guidance Point Advisors, LLC
INCREASED1,7331,732+1+0%$619.3K$596.5K-$22.8K2026-10-15
Gerber, LLC
INCREASED1,7321,689+43+3%$603.7K$596.1K-$7.6K2026-10-21
Flower City Capital
DECREASED1,7311,755-24-1%$627.3K$595.7K-$31.6K2026-10-15
Mainsail Financial Group, LLC
UNCHANGED1,7231,72300%$615.8K$592.9K-$22.9K2026-10-23
Andina Capital Management, LLC
INCREASED1,7081,493+215+14%$533.6K$587.7K+$54.1K2026-10-21
TL Private Wealth
UNCHANGED1,7061,70600%$626.1K$601.8K-$24.3K2026-10-13
Sfam, LLC
DECREASED1,7051,980-275-14%$707.6K$586.7K-$120.9K2026-11-03
Verity & Verity, LLC
DECREASED1,7012,320-619-27%$829.1K$585.3K-$243.8K2026-10-23
MKD Wealth Coaches, LLC
INCREASED1,6971,400+297+21%$500.3K$583.9K+$83.6K2026-10-09
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,6951,639+56+3%$585.7K$583.2K-$2.5K2026-10-28
Eagle Wealth Strategies LLC
INCREASED1,6881,653+35+2%$590.6K$580.7K-$9.9K2026-10-20
RMG Wealth Management LLC
UNCHANGED1,6861,68600%$579.2K$547.7K-$31.5K2026-10-26
Northern Capital Management, Inc.
DECREASED1,6851,707-22-1%$610.1K$579.9K-$30.2K2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED1,6831,659+24+1%$593.0K$579.0K-$14.1K2026-10-23
Landmark Wealth Management, LLC
DECREASED1,6811,716-35-2%$613.4K$578.6K-$34.9K2026-11-03
Hughes Financial Services, LLC
INCREASED1,6801,587+93+6%$567.1K$476.8K-$90.3K2026-10-30
Impact Investors, Inc
DECREASED1,6793,627-1,948-54%$1.3M$577.8K-$718.5K2026-11-02
Smith Asset Management Co., LLC
DECREASED1,6741,696-22-1%$606.1K$576.0K-$30.1K2026-10-16
Salvus Wealth Management, LLC
INCREASED1,6731,650+23+1%$589.7K$575.6K-$14.0K2026-10-13
Sagace Wealth Management LLC
NEW1,669—+1,669——$574.3K—2026-10-28
Capital Planning LLC
INCREASED1,6681,552+116+7%$554.7K$574.0K+$19.3K2026-10-09
Spectrum Planning & Advisory Services Inc.
INCREASED1,667814+853+105%$290.8K$573.5K+$282.7K2026-11-05
Sherrill & Hutchins Financial Advisory, Inc
DECREASED1,6651,960-295-15%$700.5K$572.9K-$127.6K2026-10-14
Yoder Wealth Management, Inc.
INCREASED1,6611,580+81+5%$564.6K$571.5K+$6.9K2026-10-13
Evexia Wealth LLC
DECREASED1,6581,698-40-2%$634.3K$525.4K-$108.9K2026-11-05
Three Arch Wealth Management LLC
INCREASED1,6541,312+342+26%$468.9K$569.1K+$100.2K2026-10-20
Vericrest Private Wealth
UNCHANGED1,6541,65400%$591.1K$569.1K-$22.0K2026-10-21
Base Wealth Management LLC
INCREASED1,6461,644+2+0%$587.4K$566.3K-$21.0K2026-10-21
United Financial Planning Group LLC
DECREASED1,6371,639-20%$585.9K$563.2K-$22.7K2026-11-04
Directional Asset Management
UNCHANGED1,6331,63300%$583.7K$562.0K-$21.7K2026-10-22
Jeter Robert S II
DECREASED1,6212,019-398-20%$721.0K$573.4K-$147.6K2026-10-16
Mraz, Amerine & Associates, Inc.
INCREASED1,6031,503+100+7%$537.1K$551.6K+$14.4K2026-10-30
All-Stars Investment Ltd
UNCHANGED1,6001,60000%$571.8K$550.5K-$21.3K2026-11-03
Mattern Capital Management, LLC
INCREASED1,5951,572+23+1%$561.8K$548.9K-$13.0K2026-11-02
Cranbrook Wealth Management, LLC
INCREASED1,5941,500+94+6%$536.1K$548.4K+$12.2K2026-10-28
Fiscal Wisdom Wealth Management, LLC
INCREASED1,5911,345+246+18%$480.8K$547.6K+$66.8K2026-10-16
Advocate Investing Services LLC
DECREASED1,5891,789-200-11%$639.3K$546.8K-$92.5K2026-10-26
Belleair Asset Management, LLC
INCREASED1,5861,580+6+0%$564.6K$545.7K-$18.9K2026-11-03
MontVue Capital Management, Inc.
UNCHANGED1,5841,58400%$566.1K$545.0K-$21.1K2026-10-19
Grove Street Fiduciary, LLC
UNCHANGED1,5801,58000%$564.6K$543.6K-$21.0K2026-10-13
Cumberland Advisors Inc
UNCHANGED1,5801,58000%$564.6K$543.6K-$21.0K2026-10-30
Evolution Wealth Management Inc.
DECREASED1,5722,147-575-27%$767.2K$541.0K-$226.2K2026-10-28
Burk Holdings LLC
INCREASED1,5631,478+85+6%$528.2K$537.8K+$9.6K2026-11-05
Joel Adams & Associates, Inc.
DECREASED1,5621,823-261-14%$651.5K$537.5K-$114.0K2026-11-02
BostonPremier Wealth LLC
UNCHANGED1,5611,56100%$557.7K$537.0K-$20.7K2026-10-16
Beacon Financial Planning, Inc
INCREASED1,5601,025+535+52%$366.2K$536.8K+$170.6K2026-11-04
Measured Risk Portfolios, Inc.
INCREASED1,5541,553+1+0%$555.0K$534.7K-$20.3K2026-10-21
Redwood Park Advisors LLC
INCREASED1,553881+672+76%$315.0K$534.3K+$219.4K2026-11-02
Retireful, LLC
INCREASED1,5531,352+201+15%$483.2K$534.4K+$51.2K2026-10-09
Foundry Financial Group, Inc.
INCREASED1,5531,488+65+4%$531.8K$534.4K+$2.6K2026-10-28
Curry Webb Wealth Management LLC
UNCHANGED1,5531,55300%$555.0K$555.0K$02026-10-22
Beacon Financial Strategies Corp
DECREASED1,5501,557-70%$556.4K$533.4K-$23.0K2026-10-14
FF Advisors,LLC
DECREASED1,5491,558-9-1%$556.8K$533.0K-$23.8K2026-10-21
Strategic Planning Group, LLC
INCREASED1,5481,335+213+16%$477.2K$532.6K+$55.5K2026-10-22
Kure Advisory, LLC
INCREASED1,5481,542+6+0%$551.1K$532.7K-$18.4K2026-10-08
Sageworth Trust Co
INCREASED1,5421,142+400+35%$408.1K$530.6K+$122.5K2026-10-30
Price Financial Group Wealth Management, Inc
INCREASED1,5381,516+22+1%$560.3K$544.5K-$15.8K2026-11-02
Penobscot Wealth Management
INCREASED1,5321,377+155+11%$492.0K$527.3K+$35.3K2026-10-21
Barry Investment Advisors, LLC
DECREASED1,5321,541-9-1%$550.6K$527.1K-$23.5K2026-10-14
BetterWealth, LLC
UNCHANGED1,5281,52800%$546.2K$525.9K-$20.3K2026-10-15
Torren Management, LLC
INCREASED1,525565+960+170%$201.9K$524.7K+$322.8K2026-10-29
Total Investment Management Inc
INCREASED1,5211,520+1+0%$541.4K$523.2K-$18.2K2026-10-22
Castleview Partners, LLC
DECREASED1,5051,508-30%$539.0K$517.9K-$21.1K2026-10-09
DWR Wealth Management, LLC
INCREASED1,5031,369+134+10%$484.2K$512.4K+$28.3K2026-10-13
C2c Wealth Management, LLC
UNCHANGED1,5021,50200%$536.8K$516.8K-$20.0K2026-10-20
Lockerman Financial Group, Inc.
DECREASED1,5011,582-81-5%$565.4K$516.5K-$48.9K2026-10-19
Cardinal Strategic Wealth Guidance
DECREASED1,5011,516-15-1%$541.8K$516.5K-$25.3K2026-11-02
GuidedMoney, LLC
UNCHANGED1,5001,50000%$536.1K$516.1K-$19.9K2026-10-29
Hibernia Wealth Partners, LLC
INCREASED1,4941,379+115+8%$492.9K$513.9K+$21.0K2026-10-29
Salus Financial Advisors, LLC
INCREASED1,493666+827+124%$238.0K$513.7K+$275.7K2026-10-20
Wynn Capital, LLC
UNCHANGED1,4921,49200%$533.2K$513.4K-$19.8K2026-10-13
SWP Financial LLC
INCREASED1,4871,368+119+9%$489.0K$511.8K+$22.8K2026-10-23
Burkett Financial Services, LLC
INCREASED1,485714+771+108%$255.4K$511.0K+$255.6K2026-10-01
Holos Integrated Wealth LLC
INCREASED1,4851,060+425+40%$389.2K$511.2K+$122.0K2026-10-23
Stack Financial Management, Inc
DECREASED1,4801,493-13-1%$533.6K$509.2K-$24.3K2026-11-02
Ballast Financial Advisors LLC
DECREASED1,4781,793-315-18%$640.7K$508.6K-$132.1K2026-10-26
Tiller Private Wealth, Inc.
INCREASED1,4771,406+71+5%$502.4K$508.2K+$5.8K2026-10-26
Fullerton Advisors, LLC
DECREASED1,4721,483-11-1%$530.0K$506.5K-$23.5K2026-10-14
Founders Capital Management
DECREASED1,4701,480-10-1%$528.9K$505.8K-$23.1K2026-10-13
CKW Financial Group
INCREASED1,4681,235+233+19%$446$497+$512026-10-29
Visionary Horizons, LLC
DECREASED1,4661,472-60%$526.1K$504.5K-$21.6K2026-10-22
Helium Advisors LLC
DECREASED1,4542,471-1,017-41%$883.1K$500.2K-$382.9K2026-10-23
Powerhouse Assets LLC
UNCHANGED1,4511,45100%$518.6K$499.3K-$19.3K2026-10-19
Retirement Solution LLC
DECREASED1,4502,583-1,133-44%$923.3K$498.9K-$424.3K2026-10-27
Walleye Partners, LLC
INCREASED1,4501,445+5+0%$516.4K$498.9K-$17.5K2026-10-13
Blackston Financial Advisory Group, LLC
INCREASED1,4471,117+330+30%$399.2K$497.9K+$98.7K2026-11-04
Straight Path Wealth Management
INCREASED1,443766+677+88%$273.7K$496.5K+$222.8K2026-10-23
TT Capital Management LLC
INCREASED1,439726+713+98%$259.5K$495.0K+$235.6K2026-10-15
Petersen Hastings Wealth Advisors Inc.
INCREASED1,4341,397+37+3%$499.4K$493.4K-$5.9K2026-10-27
TCP Asset Management, LLC
INCREASED1,4311,382+49+4%$493.8K$491.4K-$2.3K2026-10-14
Clark & Stuart, Inc
INCREASED1,4301,133+297+26%$404.9K$492.0K+$87.1K2026-10-14
Birchwood Financial Partners, Inc.
INCREASED1,4261,300+126+10%$464.5K$490.6K+$26.1K2026-11-02
Bennett Selby Investments LP
UNCHANGED1,4261,42600%$509.6K$490.7K-$19.0K2026-10-19
Liberty Atlantic Advisors LLC
INCREASED1,4231,255+168+13%$448.5K$489.6K+$41.1K2026-10-14
Hemming& Wealth Management, Inc.
DECREASED1,4201,520-100-7%$543.2K$488.6K-$54.6K2026-10-20
Woodard & Co Asset Management Group Inc
INCREASED1,4201,333+87+7%$476.4K$488.6K+$12.2K2026-11-03
Vima LLC
DECREASED1,4161,486-70-5%$531.0K$487.4K-$43.7K2026-10-23
Fidelis iM, LLC
NEW1,403—+1,403——$482.7K—2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,4016,890-5,489-80%$2.5M$482.0K-$2.0M2026-10-14
Merkkuri Wealth Advisors LLC
DECREASED1,4001,417-17-1%$506.4K$481.8K-$24.6K2026-11-03
Griffith & Werner, Inc.
INCREASED1,3981,298+100+8%$464.0K$481.1K+$17.1K2026-11-04
Rede Wealth, LLC
INCREASED1,3981,396+2+0%$498.9K$481.0K-$17.9K2026-10-22
Klein Pavlis & Peasley Financial, Inc.
DECREASED1,3931,421-28-2%$507.8K$479.5K-$28.4K2026-10-13
Foundation Wealth Management, Llc\pa
INCREASED1,3921,282+110+9%$458.0K$478.8K+$20.8K2026-10-14
SLT Holdings LLC
INCREASED1,3921,292+100+8%$461.6K$478.9K+$17.3K2026-10-15
Integras Partners LLC
UNCHANGED1,3851,38500%$495.0K$476.6K-$18.4K2026-10-30
Sightline Wealth Advisors, LLC
INCREASED1,3831,377+6+0%$492.1K$475.9K-$16.2K2026-10-21
DecisionPoint Financial, LLC
INCREASED1,3791,349+30+2%$487.2K$466.5K-$20.7K2026-10-27
Decker Wealth Management LLC
INCREASED1,375893+482+54%$319.1K$473.2K+$154.0K2026-10-09
Stage Harbor Financial, LLC
INCREASED1,3651,121+244+22%$400.6K$469.7K+$69.1K2026-11-03
Compass Financial Group, Inc
UNCHANGED1,3651,36500%$487.8K$469.7K-$18.1K2026-10-13
Stirlingshire Investments, Inc.
DECREASED1,3621,484-122-8%$530.2K$468.6K-$61.7K2026-11-05
Infinity Wealth Counsel, LLC
INCREASED1,3591,349+10+1%$482.1K$467.6K-$14.5K2026-10-15
Altus Wealth Management, LLC
UNCHANGED1,3561,35600%$484.5K$466.5K-$18.0K2026-10-13
Frontier Asset Management, LLC
DECREASED1,3541,460-106-7%$521.6K$466.0K-$55.7K2026-10-28
Breachway Investments LLC
INCREASED1,3491,329+20+2%$474.9K$464.2K-$10.8K2026-10-19
Fairman Group, LLC
INCREASED1,3461,345+1+0%$480.7K$463.0K-$17.7K2026-10-26
Auctus Advisors LLC
INCREASED1,3441,242+102+8%$443.9K$462.4K+$18.6K2026-10-23
Santori & Peters, Inc.
UNCHANGED1,3431,34300%$479.9K$462.1K-$17.8K2026-10-26
Planned Solutions, Inc.
INCREASED1,3381,337+1+0%$478.0K$460.2K-$17.7K2026-10-19
Paradigm, Strategies in Wealth Management, LLC
DECREASED1,3351,442-107-7%$515.4K$459.4K-$55.9K2026-10-16
My Personal CFO, LLC
INCREASED1,3341,175+159+14%$419.9K$459.1K+$39.2K2026-10-14
Morton Brown Family Wealth, LLC
UNCHANGED1,3341,33400%$476.8K$459.1K-$17.7K2026-10-23
Aufman Associates Inc
INCREASED1,3291,295+34+3%$462.8K$457.3K-$5.5K2026-11-04
Arcataur Capital Management LLC
UNCHANGED1,3291,32900%$474.9K$457.3K-$17.7K2026-10-21
Brindle & Bay Financial Advisors, LLC
INCREASED1,327828+499+60%$295.7K$456.4K+$160.7K2026-10-15
Strategent Financial, LLC
UNCHANGED1,3261,32600%$473.9K$456.3K-$17.6K2026-10-30
Sherry Group, Inc.
UNCHANGED1,3251,32500%$468.1K$455.2K-$12.9K2026-10-09
Orgel Wealth Management, LLC
UNCHANGED1,3231,32300%$472.8K$455.2K-$17.6K2026-10-14
Level Wealth Management LLC
NEW1,320—+1,320——$454.2K—2026-10-23
Madrid Wealth Management, LLC
INCREASED1,3201,222+98+8%$436.7K$454.2K+$17.5K2026-10-23
Mustard Seed Financial, LLC
INCREASED1,3201,300+20+2%$464.6K$454.2K-$10.4K2026-10-30
Verity Asset Management, Inc.
INCREASED1,3161,144+172+15%$408.9K$452.9K+$44.0K2026-10-30
Westwind Capital
UNCHANGED1,3151,31500%$470.0K$452.0K-$18.0K2026-10-08
McCarley & Cook Financial Planners
UNCHANGED1,3141,31400%$469.6K$452.1K-$17.5K2026-10-21
McCarthy Asset Management, Inc.
UNCHANGED1,3061,30600%$466.7K$449.4K-$17.3K2026-10-20
Heffernan Advisory, Inc
NEW1,305—+1,305——$449.0K—2026-10-13
EnRich Financial Partners LLC
INCREASED1,3051,164+141+12%$416.1K$449.1K+$33.1K2026-10-21
Cottonwood Capital Advisors, LLC
INCREASED1,3031,292+11+1%$461.7K$448.3K-$13.4K2026-10-20
Clarity Wealth Development LLC
UNCHANGED1,3031,30300%$465.7K$448.3K-$17.3K2026-10-22
Madison Park Capital Advisors, LLC
DECREASED1,3012,948-1,647-56%$301.3K$447.6K+$146.3K2026-10-28
365 WMG Private Fund I: Primus Fund LLC
NEW1,300—+1,300——$447.3K—2026-10-20
Next Level Wealth Planning, LLC
DECREASED1,3001,351-51-4%$482.8K$447.3K-$35.5K2026-10-29
Axecap Investments, LLC
UNCHANGED1,3001,30000%$464.6K$447.3K-$17.3K2026-10-20
Howard Bailey Securities, LLC
DECREASED1,2991,632-333-20%$583.2K$447.0K-$136.3K2026-10-27
Thor Investment Management Inc
INCREASED1,298673+625+93%$240.6K$446.7K+$206.1K2026-10-13
Vannoy Advisory Group, Inc.
DECREASED1,2941,320-26-2%$471.7K$445.2K-$26.5K2026-10-13
Clear Point Advisors Inc.
UNCHANGED1,2941,29400%$462.4K$445.3K-$17.2K2026-10-30
Family Investment Center, Inc.
INCREASED1,2911,201+90+7%$429.3K$444.3K+$15.0K2026-10-19
Innovative Advisory Group, LLC
UNCHANGED1,2901,29000%$461.0K$443.9K-$17.1K2026-10-13
City Center Advisors, LLC
DECREASED1,2881,577-289-18%$563.6K$443.2K-$120.4K2026-10-08
Trinity Wealth Management, LLC
DECREASED1,2881,315-27-2%$469.9K$443.2K-$26.8K2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED1,2851,28500%$459.4K$442.3K-$17.1K2026-10-16
Two West Capital Advisors LLC
INCREASED1,2811,179+102+9%$415.0K$436.9K+$21.9K2026-10-15
Kooman & Associates
INCREASED1,2771,178+99+8%$421.0K$439.4K+$18.4K2026-10-21
Southern Financial Group, LLC
DECREASED1,2761,287-11-1%$460.0K$439.2K-$20.8K2026-10-30
Triune Financial Partners, LLC
INCREASED1,2721,242+30+2%$443.8K$437.8K-$5.9K2026-11-03
Hubbell Strickland Wealth Management, LLC
INCREASED1,2701,267+3+0%$452.9K$437.0K-$15.9K2026-10-29
Aspen Wealth Management LLC
UNCHANGED1,2691,26900%$453.5K$436.7K-$16.8K2026-10-14
Olio Financial Planning
INCREASED1,2651,264+1+0%$451.9K$435.2K-$16.7K2026-10-22
Guardian Asset Advisors, LLC
UNCHANGED1,2631,26300%$451.5K$434.8K-$16.7K2026-10-16
Redwood Family Wealth LLC
INCREASED1,261665+596+90%$237.7K$434.0K+$196.2K2026-10-20
Hardin Capital Partners, LLC
INCREASED1,261822+439+53%$293.4K$433.9K+$140.4K2026-10-09
Diesslin Group, Inc.
DECREASED1,2521,260-8-1%$450.4K$430.6K-$19.8K2026-10-14
One Plus One Wealth Management, LLC
DECREASED1,2471,355-108-8%$484.2K$429.1K-$55.2K2026-10-16
Wagner Wealth Management, LLC
DECREASED1,2471,325-78-6%$473.7K$429.0K-$44.7K2026-10-21
Friday Financial
INCREASED1,246869+377+43%$318.9K$421.4K+$102.5K2026-10-09
Avaii Wealth Management, LLC
INCREASED1,2411,230+11+1%$439.4K$426.3K-$13.1K2026-10-09
Christensen, King & Associates Investment Services, Inc.
UNCHANGED1,2401,24000%$443.0K$426.8K-$16.2K2026-10-22
Guardian Financial Partners, LLC
INCREASED1,235691+544+79%$246.9K$424.9K+$178.0K2026-11-04
Saxon Interests, Inc.
DECREASED1,2332,786-1,553-56%$995.8K$424.3K-$571.5K2026-10-26
Approach Retirement Advisors, LLC
DECREASED1,2311,265-34-3%$452.1K$423.6K-$28.5K2026-10-22
Columbia Advisory Partners LLC
INCREASED1,2261,127+99+9%$402.8K$421.8K+$19.1K2026-10-15
Wealthcare Capital Management LLC
UNCHANGED1,2191,21900%$435.6K$419.4K-$16.2K2026-10-21
Sentry LLC
DECREASED1,2181,618-400-25%$578.2K$419.1K-$159.1K2026-10-30
Chronos Wealth Management, LLC
UNCHANGED1,2151,21500%$434.2K$418.1K-$16.1K2026-10-20
Krane Financial Solutions LLC
INCREASED1,2131,194+19+2%$426.5K$417.3K-$9.2K2026-10-30
Pearl Planning LLC
INCREASED1,212848+364+43%$303.1K$417.1K+$114.0K2026-10-13
Stephen J. Garry & Associates, LLC
DECREASED1,2071,407-200-14%$502.7K$415.3K-$87.5K2026-11-05
Lane Brothers & Co Inc
DECREASED1,2002,736-1,536-56%$977.6K$412.9K-$564.7K2026-11-02
Cordgrass Capital Advisors, LLC
DECREASED1,2001,300-100-8%$464.6K$412.9K-$51.7K2026-10-30
Auour Investments LLC
UNCHANGED1,2001,20000%$428.8K$412.9K-$15.9K2026-10-28
CenterStar Asset Management, LLC
INCREASED1,199646+553+86%$230.9K$410.0K+$179.1K2026-10-09
Capital CS Group, LLC
INCREASED1,1941,013+181+18%$362.1K$410.9K+$48.8K2026-10-29
Valued Wealth Advisors LLC
DECREASED1,1931,520-327-22%$543.2K$410.4K-$132.8K2026-11-05
NorthLanding Financial Partners, LLC
UNCHANGED1,1921,19200%$426.0K$410.1K-$15.8K2026-10-15
Stonehearth Capital Management, LLC
INCREASED1,190662+528+80%$236.6K$409.5K+$172.9K2026-10-13
Seneca Financial Advisors LLC
INCREASED1,1901,166+24+2%$416.7K$409.5K-$7.2K2026-10-28
Financial Advisory Corp
DECREASED1,1871,243-56-5%$444.1K$408.4K-$35.7K2026-10-14
Athena Wealth Management, LLC
DECREASED1,1863,375-2,189-65%$1.2M$408.1K-$798.1K2026-10-09
Ticino Wealth
INCREASED1,1851,175+10+1%$419.9K$407.7K-$12.2K2026-10-13
Asset Allocation Strategies LLC
DECREASED1,1801,439-259-18%$514.2K$406.0K-$108.1K2026-10-20
Artesa Financial Group, LLC
INCREASED1,180992+188+19%$354.5K$406.2K+$51.6K2026-10-29
Sound Stewardship, LLC
UNCHANGED1,1791,17900%$421.4K$405.7K-$15.7K2026-10-14
Sage Investment Counsel LLC
INCREASED1,1741,106+68+6%$395.2K$404.0K+$8.8K2026-10-26
HRC Wealth Management, LLC
DECREASED1,1741,177-30%$420.5K$404.0K-$16.4K2026-10-16
Pinnacle Financial Group, LLC / IL
DECREASED1,1711,322-151-11%$472.4K$402.9K-$69.5K2026-10-29
Hiley Hunt Wealth Management
DECREASED1,1701,323-153-12%$472.8K$402.7K-$70.1K2026-10-08
Tull Financial Group, Inc.
INCREASED1,1681,047+121+12%$374.2K$401.9K+$27.7K2026-11-05
Avant Financial Advisors LLC
INCREASED1,1681,128+40+4%$403.1K$401.9K-$1.2K2026-11-02
Stanich Group LLC
UNCHANGED1,1621,16200%$415.4K$400.0K-$15.4K2026-10-16
Capstone Capital LLC
DECREASED1,1611,176-15-1%$420.3K$399.5K-$20.8K2026-10-14
Accordant Advisory Group Inc
DECREASED1,1601,180-20-2%$421.7K$399.1K-$22.6K2026-10-29
KOM Wealth Management Group, LLC
DECREASED1,1571,256-99-8%$448.9K$398.2K-$50.6K2026-10-15
Planning Strategies Inc.
INCREASED1,1561,103+53+5%$394.2K$397.8K+$3.7K2026-10-02
Family Office Research LLC
DECREASED1,1551,293-138-11%$462.2K$397.6K-$64.6K2026-10-14
MBM Wealth Consultants, LLC
DECREASED1,1541,198-44-4%$428.1K$397.1K-$31.1K2026-10-20
Aegis Wealth Management, Inc.
INCREASED1,152937+215+23%$334.9K$396.4K+$61.5K2026-10-26
Town Capital LLC
DECREASED1,1471,165-18-2%$416.3K$394.7K-$21.7K2026-11-03
Northcape Wealth Management, LLC
DECREASED1,1471,157-10-1%$413.5K$394.7K-$18.8K2026-11-04
Silverleafe Capital Partners, LLC
INCREASED1,146615+531+86%$219.6K$394.5K+$174.8K2026-10-02
Hilton Head Capital Partners, LLC
DECREASED1,1461,227-81-7%$438.5K$394.3K-$44.2K2026-10-23
Merited Wealth, LLC
UNCHANGED1,1461,14600%$409.5K$394.3K-$15.2K2026-10-13
Jcic Asset Management Inc.
INCREASED1,1451,045+100+10%$300.5K$394.0K+$93.5K2026-10-30
Stonekeep Investments, LLC
INCREASED1,1431,022+121+12%$365.0K$393.3K+$28.3K2026-10-15
Fortune Financial Group, Inc.
DECREASED1,1411,158-17-1%$413.7K$392.6K-$21.1K2026-10-22
Jackson Creek Investment Advisors LLC
DECREASED1,1391,192-53-4%$425.0K$392.0K-$33.0K2026-11-04
Brickley Wealth Management
UNCHANGED1,1371,13700%$406.3K$391.2K-$15.1K2026-11-04
rebel Financial LLC
INCREASED1,134676+458+68%$241.7K$390.1K+$148.4K2026-11-04
Shrier Wealth Management, LLC
UNCHANGED1,1331,13300%$404.8K$389.8K-$15.0K2026-10-20
Clark Wealth Partners
INCREASED1,132911+221+24%$325.5K$389.5K+$64.0K2026-10-19
Long Island Wealth Management, Inc.
INCREASED1,130622+508+82%$222.3K$388.8K+$166.5K2026-10-20
Ehrlich Financial Group
INCREASED1,1301,031+99+10%$368.4K$388.8K+$20.4K2026-10-20
Boyer Financial Services, Inc.
INCREASED1,1301,125+5+0%$405.0K$388.9K-$16.1K2026-10-23
Peterson Wealth Advisors, LLC
INCREASED1,1291,080+49+5%$386.1K$388.3K+$2.2K2026-10-08
Seros Financial, LLC
INCREASED1,1271,097+30+3%$392.2K$387.9K-$4.3K2026-10-21
Richard Young Associates, Ltd.
UNCHANGED1,1251,12500%$402.1K$387.2K-$15.0K2026-11-03
Benchmark Financial, LLC
DECREASED1,1211,126-50%$402.5K$385.6K-$16.9K2026-10-16
Cannon Capital Management, Inc.
INCREASED1,111984+127+13%$351.7K$382.3K+$30.6K2026-11-03
Sippican Capital Advisors
UNCHANGED1,1101,11000%$396.7K$381.9K-$14.8K2026-10-23
Veltria Advisors Corp.
INCREASED1,1051,059+46+4%$378.5K$380.2K+$1.8K2026-11-05
FSA Investment Group, LLC
INCREASED1,104756+348+46%$270.2K$379.9K+$109.7K2026-10-07
Integrity Wealth Advisors, Inc.
NEW1,102—+1,102——$379.2K—2026-10-29
Financial Counselors Inc
DECREASED1,1021,113-11-1%$397.8K$379.2K-$18.6K2026-10-22
Purewater Capital LLC
INCREASED1,0911,046+45+4%$373.8K$375.5K+$1.6K2026-10-23
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED1,0901,109-19-2%$396.3K$375.0K-$21.3K2026-11-03
DiNuzzo Private Wealth, Inc.
DECREASED1,0891,090-10%$389.5K$374.7K-$14.8K2026-10-16
Ndwm LLC
UNCHANGED1,0881,08800%$389.0K$374.5K-$14.4K2026-11-05
Advisory Resource Group
UNCHANGED1,0841,08400%$387.4K$373.0K-$14.4K2026-10-26
Alpha Advisors, LLC
INCREASED1,0821,058+24+2%$378.2K$372.2K-$6.0K2026-10-19
Fifth Third Securities, Inc.
NEW1,073—+1,073——$369.4K—2026-10-21
FWG Investments, Llc.
INCREASED1,0641,051+13+1%$375.7K$366.2K-$9.5K2026-11-03
Prospera Capital Management, LLC
INCREASED1,057620+437+70%$227.3K$363.8K+$136.5K2026-10-19
Mills Wealth Advisors LLC
INCREASED1,057875+182+21%$312.7K$363.7K+$51.0K2026-10-22
Destiny Capital Corp
INCREASED1,055637+418+66%$227.5K$362.9K+$135.4K2026-11-03
Catalyst Investment Management LLC
INCREASED1,0541,004+50+5%$358.8K$362.7K+$3.9K2026-10-21
Torrey Growth & Income Advisors
DECREASED1,0501,147-97-8%$410.3K$369.5K-$40.9K2026-11-04
Wheelhouse Advisory Group LLC
INCREASED1,046925+121+13%$330.6K$360.0K+$29.4K2026-10-20
Elevate Wealth Advisory, Inc
INCREASED1,043914+129+14%$326.6K$358.8K+$32.2K2026-10-29
John W. Brooker & Co., CPAs
DECREASED1,0431,121-78-7%$400.6K$358.9K-$41.7K2026-10-21
Bull Oak Capital, LLC
UNCHANGED1,0381,03800%$371.1K$357.3K-$13.8K2026-10-23
Hendley & Co Inc
DECREASED1,03515,329-14,294-93%$5.5M$356.0K-$5.1M2026-10-29
Innova Wealth Partners
INCREASED1,035985+50+5%$352.0K$356.2K+$4.1K2026-10-21
Windsor Capital Management, LLC
DECREASED1,0331,057-24-2%$378.1K$355.4K-$22.7K2026-10-13
Idaho Trust Co
DECREASED1,0321,433-401-28%$512.1K$355.1K-$157.0K2026-11-04
Virtus Family Office LLC
UNCHANGED1,0321,03200%$368.8K$355.1K-$13.7K2026-10-30
Strid Group, LLC
INCREASED1,031987+44+4%$352.7K$354.7K+$2.0K2026-10-28
GEM Asset Management, LLC
DECREASED1,0304,138-3,108-75%$1.5M$354.5K-$1.1M2026-10-13
Evergreen Advisors, LLC
UNCHANGED1,0281,02800%$367.4K$353.7K-$13.7K2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED1,023658+365+55%$235.3K$351.9K+$116.6K2026-10-15
Scratch Capital LLC
INCREASED1,0221,014+8+1%$362.5K$351.8K-$10.7K2026-11-02
RF&L Wealth Management, LLC
INCREASED1,0181,016+2+0%$363.2K$350.4K-$12.8K2026-10-20
Cushing Capital Partners, LLC
INCREASED1,014573+441+77%$204.8K$348.9K+$144.1K2026-10-20
Briggs Wealth Management, Inc
UNCHANGED1,0091,00900%$360.6K$347.2K-$13.4K2026-10-26
Mitchell & Pahl Private Wealth, LLC
INCREASED1,007915+92+10%$327.0K$346.5K+$19.5K2026-10-14
Robinswood Financial LLC
INCREASED1,0071,006+1+0%$359.7K$346.6K-$13.1K2026-10-20
Entrust Financial LLC
UNCHANGED1,0061,00600%$359.7K$346.3K-$13.4K2026-11-04
First National Bank of Mount Dora, Trust Investment Services
DECREASED1,0001,146-146-13%$409.5K$344.1K-$65.5K2026-10-21
Higgins & Schmidt Wealth Strategies LLC
INCREASED1,000957+43+4%$342.0K$344.1K+$2.1K2026-10-26
Account Management LLC
UNCHANGED1,0001,00000%$357.4K$344.1K-$13.3K2026-11-04
Rye Brook Capital LLC
UNCHANGED1,0001,00000%$357.0K$344.0K-$13.0K2026-10-07
PPS&V Asset Management Consultants, Inc.
UNCHANGED1,0001,00000%$357.4K$344.1K-$13.3K2026-10-06
R2 Capital Strategies, LLC
UNCHANGED1,0001,00000%$357.4K$344.1K-$13.3K2026-10-15
Professional Financial Advisors, LLC
UNCHANGED1,0001,00000%$357.3K$344.2K-$13.1K2026-10-13
Hurlow Wealth Management Group, Inc.
DECREASED9991,019-20-2%$364.2K$343.7K-$20.4K2026-10-29
American State Bank (Iowa)
UNCHANGED99799700%$356.3K$343.0K-$13.3K2026-11-03
Flagstone Financial Management
UNCHANGED98798700%$352.8K$339.7K-$13.1K2026-11-05
Invariant Investment Management
INCREASED985657+328+50%$240.9K$338.3K+$97.4K2026-10-08
Roger Wittlin Investment Advisory, LLC
INCREASED982981+1+0%$350.9K$338.1K-$12.8K2026-10-19
Valpey Financial Services, LLC
DECREASED9801,007-27-3%$359.9K$337.2K-$22.7K2026-10-30
Prosperity Advisers, LLC
DECREASED980986-6-1%$352.4K$337.2K-$15.2K2026-10-28
Cordatus Wealth Management LLC
UNCHANGED98098000%$350.2K$337.2K-$13.0K2026-10-19
Mainsail Asset Management, LLC
DECREASED9771,139-162-14%$394.9K$339.7K-$55.2K2026-10-14
Great Point Wealth Advisors, LLC
DECREASED9771,056-79-7%$377.3K$336.1K-$41.2K2026-10-15
InvesTrust
DECREASED9701,880-910-48%$671.9K$333.8K-$338.1K2026-10-14
DBK Financial Counsel, LLC
UNCHANGED96596500%$344.9K$332.0K-$12.8K2026-10-13
Graetz Wealth LLC
INCREASED963856+107+13%$306.0K$331.3K+$25.3K2026-10-27
Sterling Manor Financial, LLC
NEW960—+960——$330.3K—2026-10-21
Trellis Wealth Advisors LLC
DECREASED9601,180-220-19%$421.7K$330.3K-$91.4K2026-10-19
Squire Investment Management Company, LLC
INCREASED960851+109+13%$304.1K$330.3K+$26.2K2026-11-03
CFC Planning Co LLC
DECREASED956979-23-2%$349.9K$329.0K-$20.9K2026-10-28
Peck Wealth Management, LLC
DECREASED954974-20-2%$348.1K$328.3K-$19.8K2026-10-29
Kaydan Wealth Management, Inc.
DECREASED9521,010-58-6%$360.9K$327.6K-$33.4K2026-10-08
Maseco LLP
INCREASED951846+105+12%$302.1K$327.3K+$25.2K2026-10-27
Councilor Wealth, LLC
DECREASED9501,116-166-15%$398.9K$326.9K-$71.9K2026-10-09
GreatBanc Trust Co
DECREASED9501,040-90-9%$371.7K$326.9K-$44.8K2026-11-04
Gaddis Premier Wealth Advisors LLC
INCREASED950888+62+7%$317.2K$326.8K+$9.5K2026-10-29
Client First Capital LLC
UNCHANGED95095000%$339.6K$327.0K-$12.6K2026-10-22
HF Advisory Group, LLC
DECREASED9451,139-194-17%$406.8K$325.2K-$81.6K2026-10-09
Websterrogers Financial Advisors, LLC
UNCHANGED94494400%$337.4K$324.8K-$12.5K2026-11-02
Ted Buchan & Co
UNCHANGED94294200%$336.6K$324.1K-$12.5K2026-10-23
Swmg, LLC
INCREASED936710+226+32%$255.3K$303.5K+$48.2K2026-10-23
IMG Wealth Management, Inc.
INCREASED932916+16+2%$327.4K$320.7K-$6.7K2026-10-27
Bucket List Wealth Management, LLC
INCREASED931858+73+9%$306.7K$320.4K+$13.7K2026-10-22
Rebalance, LLC
UNCHANGED92992900%$332.0K$319.7K-$12.3K2026-10-22
A4 Wealth Advisors LLC
INCREASED928661+267+40%$236.2K$319.3K+$83.1K2026-10-20
Platt Investment Counsel, LLC
UNCHANGED92892800%$331.6K$319.3K-$12.3K2026-10-07
Private Wealth Group, LLC
UNCHANGED92692600%$330.9K$318.6K-$12.3K2026-10-19
Investors Asset Management of Georgia Inc
INCREASED925905+20+2%$323.5K$318.4K-$5.1K2026-10-20
Magnolia Wealth Management, LLC
UNCHANGED92392300%$329.9K$317.6K-$12.3K2026-10-16
Partnership Wealth Management, LLC
UNCHANGED92192100%$329.1K$316.9K-$12.2K2026-10-05
Cornerstone Wealth Advisors, Inc.
DECREASED920968-48-5%$345.9K$316.6K-$29.4K2026-10-16
Harbor Group, Inc.
DECREASED920930-10-1%$332.4K$316.6K-$15.8K2026-10-14
Ti-Trust, Inc
UNCHANGED92092000%$328.8K$316.6K-$12.2K2026-10-21
Daytona Street Capital LLC
UNCHANGED91991900%$326.7K$317.3K-$9.4K2026-10-15
New England Capital Financial Advisors LLC
DECREASED918923-5-1%$329.7K$315.8K-$13.9K2026-11-03
Phillip James Consulting Co.
UNCHANGED91591500%$327.0K$314.8K-$12.2K2026-11-03
Searcy Financial Services Inc
UNCHANGED91491400%$326.5K$314.3K-$12.1K2026-10-07
Hudson Oak Wealth Advisory LLC
DECREASED913917-40%$327.7K$314.1K-$13.6K2026-10-16
Belfer Management LLC
UNCHANGED91391300%$326.2K$314.1K-$12.1K2026-11-05
Goldenstone Wealth Management LLC
DECREASED912956-44-5%$341.6K$313.9K-$27.7K2026-11-04
Seek First Inc.
INCREASED911910+1+0%$325.2K$313.3K-$11.9K2026-10-27
Post Resch Tallon Group Inc.
INCREASED903779+124+16%$278.4K$310.7K+$32.3K2026-10-09
Slocum, Gordon & Co LLP
INCREASED903901+2+0%$322.0K$310.7K-$11.3K2026-10-19
BCK Partners, Inc.
UNCHANGED90390300%$322.7K$310.7K-$12.0K2026-10-23
Chapman Financial Group, LLC
UNCHANGED90090000%$321.6K$309.7K-$12.0K2026-10-26
Fidelity D & D Bancorp Inc
UNCHANGED89789700%$320.6K$308.6K-$11.9K2026-11-05
Milestone Asset Management, LLC
DECREASED8961,001-105-10%$357.9K$308.3K-$49.6K2026-10-15
Trace Wealth Advisors, LLC
DECREASED8933,274-2,381-73%$1.2M$307.3K-$862.8K2026-10-30
Letson Investment Management, Inc.
INCREASED891853+38+4%$304.8K$306.6K+$1.7K2026-11-05
Israel Discount Bank of New York
UNCHANGED89189100%$318.4K$306.6K-$11.8K2026-10-14
DWM Financial Group, Inc.
NEW890—+890——$306.2K—2026-10-28
Albert D Mason Inc
INCREASED886864+22+3%$308.8K$304.9K-$3.9K2026-10-27
Larry Mathis Financial Planning, LLC
DECREASED8842,600-1,716-66%$929.2K$304.2K-$625.0K2026-10-26
Aureum Wealth Management, LLC
UNCHANGED88088000%$314.5K$302.8K-$11.7K2026-10-15
Solutions 4 Wealth, Ltd
INCREASED879839+40+5%$299.9K$302.5K+$2.6K2026-11-03
Zenith Solutions, Inc.
INCREASED876788+88+11%$281.6K$301.5K+$19.9K2026-10-19
Guardian Wealth Advisors, LLC
NEW866—+866——$277.6K—2026-10-30
Sjbenen Advisory, LLC
NEW866—+866——$293.9K—2026-10-19
Main Line Retirement Advisors, LLC
DECREASED864886-22-2%$316.7K$297.3K-$19.3K2026-10-14
Brown Financial Advisory
INCREASED857657+200+30%$235.0K$295.0K+$60.1K2026-11-05
Buska Wealth Management, LLC
DECREASED854875-21-2%$312.9K$293.7K-$19.2K2026-10-08
Wellment Financial
NEW852—+852——$293.2K—2026-10-28
Aspect Partners, LLC
INCREASED845744+101+14%$266.0K$290.9K+$24.9K2026-10-20
Foronjy Financial LLC
INCREASED844837+7+1%$299.2K$290.5K-$8.7K2026-10-14
Lee, Kelleher & Klein Wealth Management
UNCHANGED84484400%$301.6K$290.4K-$11.2K2026-10-08
AmeriServ Wealth Advisors
DECREASED8421,447-605-42%$517.1K$289.7K-$227.4K2026-10-21
Echo Wealth Management, LLC
INCREASED840738+102+14%$263.7K$289.0K+$25.3K2026-10-15
Penney Financial, LLC
INCREASED838829+9+1%$296.3K$288.3K-$7.9K2026-10-20
Prosperity Planning, Inc.
DECREASED837838-10%$299.5K$288.0K-$11.5K2026-10-09
Commonwealth Retirement Investments LLC
INCREASED836638+198+31%$227.9K$287.6K+$59.7K2026-10-26
Cassilly Financial Group LLC
INCREASED834579+255+44%$206.9K$287.0K+$80.0K2026-10-07
Independent Wealth Advisors LLC
UNCHANGED82482400%$294.6K$283.6K-$10.9K2026-10-27
Narwhal Capital Management
DECREASED823845-22-3%$302.1K$283.3K-$18.8K2026-11-04
Ball & Co Wealth Management Inc.
DECREASED8221,580-758-48%$564.0K$283.1K-$280.9K2026-11-05
Adirondack Capital Advisors, LLC
UNCHANGED82082000%$293.0K$282.1K-$10.9K2026-10-09
Home Federal Bank of Tennessee
UNCHANGED82082000%$293.0K$282.1K-$10.9K2026-10-15
Sugar Maple Asset Management, LLC
INCREASED819697+122+18%$249.1K$281.8K+$32.7K2026-10-13
Taylor Financial Group, Inc.
DECREASED8181,224-406-33%$437.4K$281.5K-$156.0K2026-11-02
Atlas Wealth Partners, LLC
UNCHANGED81581500%$291.3K$280.4K-$10.8K2026-11-03
Bannerman Wealth Management Group, LLC
DECREASED812868-56-6%$310.2K$279.4K-$30.8K2026-10-09
Southern Capital Advisors, LLC
INCREASED811801+10+1%$286.1K$278.9K-$7.2K2026-10-26
Keating Investment Counselors Inc
INCREASED806803+3+0%$287.0K$277.3K-$9.6K2026-10-14
Praetorian Wealth Management, Inc.
NEW800—+800——$275.3K—2026-10-16
West Tower Group, LLC
DECREASED8001,500-700-47%$536.1K$275.3K-$260.8K2026-10-14
AtlasMark Financial, Inc
UNCHANGED80080000%$285.9K$275.3K-$10.6K2026-10-13
Cherokee Insurance Co
UNCHANGED80080000%$285.9K$275.3K-$10.6K2026-11-05
Tounjian Advisory Partners, LLC
DECREASED799853-54-6%$304.7K$275.0K-$29.7K2026-11-04
Financial Planning Fort Collins, LLC
UNCHANGED79279200%$284.2K$272.5K-$11.7K2026-10-16
Carroll Advisory Group, LLC
INCREASED791688+103+15%$246.0K$272.3K+$26.3K2026-10-16
Oceanside Advisors LLC
UNCHANGED78278200%$279.4K$269.0K-$10.4K2026-11-03
Sweeney & Michel, LLC
INCREASED781740+41+6%$262.3K$268.7K+$6.4K2026-10-16
Silver Lake Advisory, LLC
UNCHANGED78078000%$278.6K$268.4K-$10.2K2026-10-22
Sara-Bay Financial
DECREASED779804-25-3%$287.3K$268.0K-$19.3K2026-10-21
Uptown Financial Advisors LLC
UNCHANGED77877800%$278.0K$267.7K-$10.3K2026-10-15
McGrath & Associates, Inc.
INCREASED777767+10+1%$274.1K$267.4K-$6.8K2026-10-27
Ethos Capital Management, Inc.
DECREASED775844-69-8%$301.7K$266.5K-$35.2K2026-11-03
Retirement Investment Advisors, Inc.
INCREASED774704+70+10%$248.2K$266.3K+$18.2K2026-10-22
Kelly Financial Group LLC
NEW773—+773——$265.4K—2026-10-16
Wilkins Investment Counsel Inc
UNCHANGED76976900%$274.8K$264.6K-$10.2K2026-11-03
Retirement Wealth Solutions LLC
INCREASED767486+281+58%$173.8K$264.1K+$90.2K2026-10-07
Fortress Financial Group, LLC
INCREASED762758+4+1%$270.8K$262.3K-$8.6K2026-10-21
Hegarty Advisors, LLC
INCREASED760680+80+12%$243.0K$261.5K+$18.5K2026-10-20
Jordan Park Trust Co LLC
DECREASED760785-25-3%$280.5K$261.5K-$19.0K2026-10-19
Wisconsin Wealth Advisors, LLC
UNCHANGED75775700%$270.5K$260.5K-$10.1K2026-10-08
Winebrenner Capital Management LLC
UNCHANGED75575500%$269.8K$259.8K-$10.0K2026-10-07
Midwest Financial Network, LLC
DECREASED751764-13-2%$273.0K$258.4K-$14.7K2026-10-13
Tassel Capital Management, Inc.
UNCHANGED75075000%$268.0K$258.1K-$10.0K2026-10-20
Kagan Cocozza Asset Management
UNCHANGED74974900%$267.7K$257.7K-$10.0K2026-10-19
Omni 360 Wealth, Inc.
INCREASED748672+76+11%$240.2K$257.5K+$17.2K2026-10-13
Wallington Asset Management, LLC
INCREASED746670+76+11%$239.4K$256.7K+$17.2K2026-11-04
RTD Financial Advisors, Inc.
DECREASED7451,405-660-47%$502.1K$256.3K-$245.8K2026-10-09
Coquina Private Wealth LLC
DECREASED7451,195-450-38%$427.1K$256.3K-$170.7K2026-10-27
Trust Investment Advisors
INCREASED745674+71+11%$241.0K$256.5K+$15.5K2026-10-20
Gold Investment Management Ltd.
UNCHANGED74474400%$265.9K$256.0K-$9.9K2026-10-19
Dedeker Financial LLC
UNCHANGED74474400%$265.9K$256.0K-$9.9K2026-10-23
Brown Capital Management LLC
UNCHANGED74474400%$265.9K$256.0K-$9.9K2026-10-27
Lighthouse Financial LLC
NEW743—+743——$255.7K—2026-10-23
GEN Financial Management, Inc.
DECREASED740858-118-14%$306.6K$254.6K-$52.0K2026-10-13
Paragon Capital Management Ltd
UNCHANGED74074000%$264.5K$254.6K-$9.8K2026-10-09
KFG LLC
NEW737—+737——$253.6K—2026-11-02
Orba Wealth Advisors, L.L.C.
INCREASED735698+37+5%$249.4K$252.9K+$3.5K2026-10-23
Wealth Advisors Northwest LLC
DECREASED7301,301-571-44%$464.8K$251.1K-$213.7K2026-10-29
NIA Impact Advisors, LLC
DECREASED730759-29-4%$271.2K$251.2K-$20.1K2026-11-04
Applied Capital LLC
UNCHANGED73073000%$260.9K$251.2K-$9.7K2026-10-07
Summer Road LLC
UNCHANGED73073000%$260.9K$251.2K-$9.7K2026-11-05
Freedom Financial Partners LLC
INCREASED728603+125+21%$215.4K$250.5K+$35.1K2026-10-19
McMill Wealth Management
NEW727—+727——$250.1K—2026-11-05
Blvd Private Wealth, LLC
INCREASED727661+66+10%$236.2K$250.0K+$13.8K2026-10-14
Keenan, LLC
INCREASED724711+13+2%$254.1K$249.1K-$5.0K2026-10-23
Clarity Capital Advisors, LLC
UNCHANGED71671600%$255.9K$246.4K-$9.5K2026-10-27
Bright Financial Advisors, Inc.
DECREASED714716-20%$255.9K$245.7K-$10.2K2026-10-23
Crescent Sterling, Ltd.
DECREASED711724-13-2%$258.7K$244.6K-$14.1K2026-10-16
CGC Financial Services, LLC
DECREASED701730-29-4%$260.9K$241.2K-$19.7K2026-10-13
ETF Portfolio Partners, Inc.
UNCHANGED70070000%$250.2K$240.9K-$9.3K2026-10-22
Sullivan Wood Capital Management LLC
UNCHANGED69969900%$249.8K$240.6K-$9.3K2026-10-13
Stewardship Concepts Financial Services LLC
NEW698—+698——$240.2K—2026-10-06
Milestones Private Investment Advisors LLC
UNCHANGED69769700%$249.1K$239.8K-$9.3K2026-10-19
Park Edge Advisors, LLC
DECREASED696764-68-9%$273.0K$239.5K-$33.5K2026-10-28
Svrn Asset Management, LLC
UNCHANGED69569500%$248.5K$239.3K-$9.2K2026-11-02
Pioneer Wealth Management Group
INCREASED693589+104+18%$210.6K$238.6K+$28.0K2026-10-09
Centerline Wealth Advisors, LLC
UNCHANGED69169100%$247.0K$237.8K-$9.2K2026-10-15
OmniStar Financial Group, Inc.
INCREASED689663+26+4%$237.3K$237.2K-$822026-10-26
Ramiah Investment Group
UNCHANGED68968900%$246.2K$237.1K-$9.2K2026-10-20
Wilsey Asset Management Inc
NEW688—+688——$236.8K—2026-10-21
Koenig Investment Advisory, LLC
UNCHANGED68668600%$245.2K$236.1K-$9.1K2026-10-09
Ifrah Financial Services, Inc.
NEW685—+685——$235.8K—2026-10-13
Financial Guidance Group, Inc.
INCREASED684587+97+17%$209.8K$235.4K+$25.6K2026-10-21
International Private Wealth Advisors LLC
INCREASED683663+20+3%$237.1K$235.2K-$1.9K2026-11-05
Advantage Trust Co
UNCHANGED68068000%$243.0K$234.0K-$9.0K2026-10-19
SoundView Advisors Inc.
UNCHANGED67767700%$241.0K$233.0K-$8.0K2026-11-04
Global Wealth Management, LLC
UNCHANGED67167100%$239.7K$230.9K-$8.8K2026-10-15
AFG Fiduciary Services Limited Partnership
INCREASED668661+7+1%$237.9K$236.3K-$1.6K2026-10-21
Magnolia Capital Management LTD
DECREASED666706-40-6%$252.0K$229.0K-$23.0K2026-10-09
Prism Advisors, Inc.
UNCHANGED66666600%$238.0K$232.0K-$6.0K2026-10-09
Bullseye Investment Management, LLC
INCREASED665663+2+0%$236.9K$228.8K-$8.1K2026-10-29
Arbor Wealth Management Llc\az
UNCHANGED66366300%$236.8K$228.1K-$8.7K2026-10-20
New Perspectives, Inc
DECREASED661681-20-3%$243.4K$227.4K-$15.9K2026-10-14
Anderson Hoagland & Co
NEW650—+650——$210.8K—2026-10-23
Inlight Wealth Management, LLC
INCREASED648647+1+0%$231.3K$222.8K-$8.5K2026-10-21
Sentinel Advisory Group, LLC
INCREASED647571+76+13%$204.1K$222.6K+$18.6K2026-10-20
Arkansas Financial Group, Inc.
UNCHANGED64764700%$231.2K$222.6K-$8.6K2026-10-26
Kings Path Partners LLC
INCREASED646546+100+18%$195.1K$222.3K+$27.2K2026-10-21
Grantvest Financial Group LLC
INCREASED642590+52+9%$210.9K$221.0K+$10.1K2026-10-21
Gutierrez Wealth Advisory, LLC
NEW637—+637——$219.2K—2026-11-02
Englebert Financial Advisers, LLC
INCREASED635609+26+4%$217.6K$218.4K+$7362026-10-20
Wagner Wealth Management, Corp
DECREASED634679-45-7%$242.7K$218.1K-$24.5K2026-10-20
Stolz & Associates, PS
DECREASED632661-29-4%$236.2K$217.5K-$18.8K2026-11-05
DB&C Advisors, LLC
INCREASED632627+5+1%$224.0K$217.5K-$6.6K2026-10-26
Midwest Capital Advisors, LLC
INCREASED630554+76+14%$197.8K$216.6K+$18.8K2026-11-04
BancFirst Trust & Investment Management
DECREASED6271,214-587-48%$429.3K$213.8K-$215.6K2026-10-30
JIM Saulnier & Associates, LLC
DECREASED627727-100-14%$259.8K$215.7K-$44.1K2026-11-04
Sterling Investment Management, LLC
DECREASED627628-10%$224.4K$215.7K-$8.7K2026-10-16
Continuum Wealth Advisors, LLC
UNCHANGED62662600%$223.7K$215.4K-$8.3K2026-10-20
Elco Management Co., LLC
DECREASED6203,489-2,869-82%$1.2M$213.3K-$1.0M2026-10-14
Three Magnolias Financial Advisors, LLC
DECREASED620920-300-33%$328.8K$213.3K-$115.4K2026-10-14
Vermillion Wealth Management, Inc.
DECREASED6191,480-861-58%$529.2K$213.1K-$316.2K2026-10-26
TMB Capital Partners, LLC
NEW617—+617——$212.3K—2026-10-20
Hippocratic Financial Advisors, LLC
NEW615—+615——$211.7K—2026-10-13
Brookmont Capital Management
NEW613—+613——$210.9K—2026-10-23
Legacy Advisory Services, LLC
NEW610—+610——$209.9K—2026-10-20
WT Wealth Management
UNCHANGED60960900%$217.6K$209.5K-$8.1K2026-10-13
Dahring | Cusmano LLC
INCREASED608588+20+3%$210.0K$209.3K-$7652026-11-03
FSA Wealth Partners, Inc.
NEW607—+607——$208.9K—2026-10-26
Summit Financial Consulting LLC
NEW606—+606——$208.5K—2026-10-15
ETF Store, Inc.
DECREASED605671-66-10%$239.7K$208.0K-$31.7K2026-10-19
Monetary Solutions, Ltd
UNCHANGED60560500%$216.3K$208.2K-$8.0K2026-10-22
NewCorp Financial Services, Inc.
UNCHANGED60360300%$215.5K$207.5K-$8.0K2026-10-14
WJ Wealth Management, LLC
UNCHANGED60260200%$215.1K$207.1K-$8.0K2026-11-03
West Financial Advisors, LLC
UNCHANGED60160100%$214.8K$206.8K-$8.0K2026-10-22
Chung Wu Investment Group, LLC
UNCHANGED60060000%$214.4K$206.4K-$8.0K2026-11-03
Schaeffer Financial LLC
UNCHANGED60060000%$214.4K$206.4K-$8.0K2026-10-23
Gordian Advisors LLC
INCREASED599594+5+1%$212.3K$206.2K-$6.1K2026-10-30
Prentiss Smith & Co Inc
UNCHANGED59859800%$213.7K$205.8K-$7.9K2026-10-27
Capital Wealth Management, LLC
DECREASED594635-41-6%$226.9K$204.4K-$22.5K2026-10-27
Portland Financial Advisors Inc
UNCHANGED59459400%$212.3K$204.4K-$7.9K2026-10-26
Commerce Advisors, LLC
INCREASED591561+30+5%$200.4K$203.3K+$2.9K2026-10-19
Ferguson Johnson Wealth Management Inc
DECREASED590760-170-22%$271.0K$203.1K-$67.9K2026-11-05
Mullaney, Keating & Wright, Inc.
INCREASED586560+26+5%$200.1K$201.7K+$1.5K2026-10-19
Xena Financial Planning, LLC
DECREASED585625-40-6%$223.5K$201.3K-$22.2K2026-10-13
Semitam Bonam LLC
DECREASED585600-15-2%$214.4K$201.3K-$13.1K2026-10-27
Mount Vernon Associates Inc
DECREASED585600-15-2%$214.0K$201.0K-$13.0K2026-10-26
Lloyd Advisory Services, Llc.
DECREASED584606-22-4%$216.4K$201.0K-$15.5K2026-11-02
Clearview Wealth Management LLC
INCREASED571567+4+1%$202.6K$202.0K-$6212026-10-16
Steph & Co
INCREASED566543+23+4%$194.1K$194.7K+$6972026-10-07
John Boyer, Inc.
NEW546—+546——$177.7K—2026-10-27
Cedar Mountain Advisors, LLC
DECREASED540616-76-12%$220.3K$185.9K-$34.3K2026-10-15
Cdkv Holdings LLC
UNCHANGED53553500%$191.2K$184.1K-$7.1K2026-10-28
Strategic Advocates LLC
INCREASED526403+123+31%$144.0K$181.0K+$37.0K2026-11-03
Team Financial Group, LLC
NEW509—+509——$175.3K—2026-10-30
Sunrise Financial Services, LLC
UNCHANGED50950900%$181.9K$175.1K-$6.8K2026-10-21
Glass Jacobson Investment Advisors llc
DECREASED506511-5-1%$182.6K$174.1K-$8.5K2026-10-26
Pier 88 Investment Partners LLC
DECREASED500900-400-44%$321.6K$172.0K-$149.6K2026-11-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED48048000%$171.5K$165.2K-$6.4K2026-10-14
American Capital Advisory, LLC
DECREASED474484-10-2%$172.9K$163.1K-$9.9K2026-10-28
Navigoe, LLC
DECREASED471480-9-2%$171.0K$162.0K-$9.0K2026-11-04
Glynn Capital Management LLC
INCREASED458397+61+15%$141.9K$157.6K+$15.7K2026-10-07
MB, Levis & Associates, LLC
UNCHANGED44644600%$159.4K$153.6K-$5.8K2026-10-16
Provident Wealth Management, LLC
DECREASED4401,798-1,358-76%$642.6K$151.4K-$491.2K2026-10-20
Compound Global Advisors, LLC
DECREASED420450-30-7%$160.8K$144.5K-$16.3K2026-10-20
Cornerstone National Bank & Trust Co
INCREASED412280+132+47%$101.1K$139.4K+$38.2K2026-10-20
Wealth Analytics Partners, LLC
NEW411—+411——$141.5K—2026-10-19
MidAtlantic Capital Management, Inc.
NEW394—+394——$135.6K—2026-11-05
Bayban
UNCHANGED38438400%$137.2K$137.2K$02026-11-05
Mountain Hill Investment Partners Corp.
DECREASED356405-49-12%$144.7K$122.5K-$22.2K2026-10-23
Prudent Man Investment Management, Inc.
DECREASED356389-33-8%$121.8K$122.5K+$7362026-11-03
Catherine Avery Investment Management LLC
INCREASED339334+5+2%$119.4K$116.6K-$2.7K2026-10-14
Friedenthal Financial
DECREASED3383,180-2,842-89%$1.1M$116.4K-$1.0M2026-10-27
Financially Speaking Inc
DECREASED330383-53-14%$110.1K$113.5K+$3.4K2026-11-05
Access Investment Management LLC
UNCHANGED33033000%$117.9K$113.5K-$4.4K2026-10-23
Kentucky Trust Co
INCREASED326235+91+39%$84.0K$112.2K+$28.2K2026-10-15
Carolina Wealth Advisors, LLC
INCREASED323311+12+4%$111.1K$111.1K-$42026-10-23
Fiduciary Advisors, Inc.
INCREASED313239+74+31%$85.4K$107.7K+$22.3K2026-10-16
Vision Financial Markets LLC
INCREASED300200+100+50%$71.5K$103.2K+$31.8K2026-10-22
Richardson Capital Management LLC
INCREASED298291+7+2%$104.0K$102.5K-$1.5K2026-10-23
NorthAvenue LLC
DECREASED296302-6-2%$108.1K$102.0K-$6.1K2026-10-29
MJT & Associates Financial Advisory Group, Inc.
DECREASED276337-61-18%$120.2K$95.0K-$25.2K2026-10-07
Sellwood Investment Partners LLC
UNCHANGED26126100%$93.3K$89.8K-$3.5K2026-11-03
Lipe & Dalton
UNCHANGED25725700%$92.0K$88.0K-$4.0K2026-10-15
POM Investment Strategies, LLC
INCREASED24255+187+340%$19.7K$83.3K+$63.6K2026-10-20
Nvest Wealth Strategies, Inc.
INCREASED225223+2+1%$79.8K$77.5K-$2.3K2026-10-14
3 Factor Indexing, LLC
UNCHANGED22222200%$79.3K$76.4K-$3.0K2026-10-15
Reicon Wealth Advisors, LLC
DECREASED205210-5-2%$75.0K$70.5K-$4.5K2026-11-04
Newton One Investments LLC
UNCHANGED20020000%$71.5K$68.9K-$2.7K2026-10-14
NBZ Investment Advisors LLC
UNCHANGED19719700%$70.3K$67.7K-$2.6K2026-10-30
PayPay Securities Corp
DECREASED192195-3-2%$69.7K$66.1K-$3.6K2026-10-27
One River Asset Management, LLC
NEW191—+191——$65.7K—2026-10-21
Miller Wealth Advisors, LLC
DECREASED187225-38-17%$80.4K$64.3K-$16.1K2026-11-02
Frankly Finances, LLC
UNCHANGED18018000%$64.3K$61.9K-$2.4K2026-10-28
Transce3nd, LLC
INCREASED15418+136+756%$6.4K$51.6K+$45.1K2026-10-26
Decker Retirement Planning Inc.
DECREASED143317-174-55%$113.1K$49.0K-$64.1K2026-10-19
Sima Wealth Partners, LLC
DECREASED143170-27-16%$60.8K$49.2K-$11.5K2026-10-19
Maryland Capital Advisors Inc.
DECREASED141142-1-1%$50.7K$48.5K-$2.2K2026-10-15
Intelligent Financial Strategies
NEW118—+118——$40.6K—2026-10-16
Bernzott Capital Advisors
NEW114—+114——$39.2K—2026-10-29
Horrell Capital Management, Inc.
UNCHANGED11111100%$39.7K$38.2K-$1.5K2026-10-08
Bayforest Capital Ltd
INCREASED1107+103+1471%$2.5K$37.8K+$35.3K2026-11-03
Spurstone Advisory Services, LLC
UNCHANGED909000%$32.5K$30.4K-$2.1K2026-11-02
Whipplewood Advisors, LLC
DECREASED85253-168-66%$90.4K$29.2K-$61.2K2026-10-20
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED79130-51-39%$46.5K$27.2K-$19.3K2026-10-21
Paladin Partners, LLC
UNCHANGED707000%$25.0K$24.1K-$9302026-10-06
Essex Investment Management Co LLC
UNCHANGED626200%$22.2K$21.3K-$8242026-10-19
Baer Investment Advisory LLC
NEW50—+50——$17.2K—2026-10-13
USA Financial Formulas
NEW35—+35——$12.0K—2026-10-16
Tributary Capital Management, LLC
NEW32—+32——$11.0K—2026-10-28
Networth Advisors, LLC
UNCHANGED313100%$11.1K$10.7K-$4052026-11-03
Livelsberger Financial Advisory
NEW20—+20——$6.9K—2026-10-28
Rachor Investment Advisory Services, LLC
UNCHANGED171700%$6.1K$5.9K-$2262026-10-29
MilWealth Group LLC
UNCHANGED1100%$358$345-$132026-11-02
Bear Mountain Capital, Inc.
UNCHANGED1100%$360$341-$192026-11-04
4Thought Financial Group Inc.
NEW0—0——$89—2026-11-02
Simplex Trading, LLC
CLOSED0368,241-368,241-100%$131.6M$0-$131.6M2026-11-04
BSN Capital Partners Ltd
CLOSED0271,250-271,250-100%$94.9M$0-$94.9M2026-10-23
City of London Investment Management Co LTD
CLOSED058,975-58,975-100%$21.1M$0-$21.1M2026-10-30
Herald Investment Management Ltd
CLOSED044,100-44,100-100%$15.7M$0-$15.7M2026-10-05
Linden Rose Investment LLC
CLOSED028,379-28,379-100%$10.1M$0-$10.1M2026-11-03
Privium Fund Management (UK) Ltd
CLOSED024,900-24,900-100%$8.8M$0-$8.8M2026-10-30
Artemis Wealth Advisors, LLC
CLOSED024,550-24,550-100%$8.8M$0-$8.8M2026-11-05
Donoghue Forlines LLC
CLOSED017,341-17,341-100%$6.2M$0-$6.2M2026-11-02
DBA Trading, LLC
CLOSED010,200-10,200-100%$2.9M$0-$2.9M2026-11-04
Patton Fund Management, Inc.
CLOSED08,778-8,778-100%$3.1M$0-$3.1M2026-10-13
Hussman Strategic Advisors, Inc.
CLOSED08,400-8,400-100%$3.0M$0-$3.0M2026-11-02
WBI Investments, LLC
CLOSED08,302-8,302-100%$3.0M$0-$3.0M2026-11-05
Arbor Capital Management Inc
CLOSED08,056-8,056-100%$2.8M$0-$2.8M2026-10-21
Miura Global Management, LLC
CLOSED06,000-6,000-100%$2.1M$0-$2.1M2026-10-05
Monashee Investment Management LLC
CLOSED06,000-6,000-100%$2.1M$0-$2.1M2026-11-06
Newport Capital Group, LLC
CLOSED05,097-5,097-100%$1.8M$0-$1.8M2026-10-16
First Security Investment Management, Inc.
CLOSED05,019-5,019-100%$1.8M$0-$1.8M2026-11-05
Scarborough Advisors, LLC
CLOSED03,656-3,656-100%$1.3M$0-$1.3M2026-10-16
Flavin Financial Services, Inc.
CLOSED03,135-3,135-100%$1.1M$0-$1.1M2026-10-21
Capstone Capital Management Ltd
CLOSED02,490-2,490-100%$889.9K$0-$889.9K2026-10-21
FIG Financial Advisory Services Inc
CLOSED02,347-2,347-100%$838.6K$0-$838.6K2026-10-07
Praxis Capital Management LLC
CLOSED02,130-2,130-100%$761.2K$0-$761.2K2026-10-16
Verus Wealth Management, LLC
CLOSED02,047-2,047-100%$731.5K$0-$731.5K2026-10-13
Northern Financial Advisors Inc
CLOSED02,044-2,044-100%$730.3K$0-$730.3K2026-10-29
Sunesis Advisors, LLC
CLOSED01,560-1,560-100%$557.5K$0-$557.5K2026-10-26
Tabr Capital Management, LLC
CLOSED01,388-1,388-100%$496.1K$0-$496.1K2026-10-20
Melone Private Wealth, LLC
CLOSED01,381-1,381-100%$493.4K$0-$493.4K2026-10-16
Sanchez Wealth Management Group
CLOSED01,081-1,081-100%$386.3K$0-$386.3K2026-11-02
Blue Capital, Inc.
CLOSED0903-903-100%$322.7K$0-$322.7K2026-10-13
Moneywise, Inc.
CLOSED0864-864-100%$308.9K$0-$308.9K2026-10-30
One Advisory Partners, LLC
CLOSED0857-857-100%$306.3K$0-$306.3K2026-10-22
Corepath Wealth Partners LLC
CLOSED0729-729-100%$263.8K$0-$263.8K2026-10-21
Strategic Equity Management
CLOSED0726-726-100%$259.4K$0-$259.4K2026-11-04
McCollum Christoferson Group LLC
CLOSED0691-691-100%$246.9K$0-$246.9K2026-10-13
RPG Investment Advisory, LLC
CLOSED0690-690-100%$246.6K$0-$246.6K2026-10-21
Arlington Partners LLC
CLOSED0683-683-100%$244.1K$0-$244.1K2026-10-20
Centennial Advisors, LLC
CLOSED0660-660-100%$236.0K$0-$236.0K2026-10-21
Sharper & Granite LLC
CLOSED0629-629-100%$224.8K$0-$224.8K2026-11-02
Portfolio Design Labs, LLC
CLOSED0621-621-100%$221.9K$0-$221.9K2026-11-04
KWB Wealth
CLOSED0605-605-100%$216.1K$0-$216.1K2026-10-16
Bedminster, LLC
CLOSED0599-599-100%$214.1K$0-$214.1K2026-11-04
Selby Wealth Management, LLC
CLOSED0584-584-100%$208.7K$0-$208.7K2026-10-16
Whitcomb & Hess, Inc.
CLOSED0581-581-100%$207.6K$0-$207.6K2026-10-07
LWM Advisors Inc
CLOSED0581-581-100%$207.6K$0-$207.6K2026-10-08
Argyle Capital Management, LLC
CLOSED0580-580-100%$207.3K$0-$207.3K2026-10-28
Stephenson & Company, Inc.
CLOSED0578-578-100%$206.6K$0-$206.6K2026-10-30
6th Street Advisors, LLC
CLOSED0575-575-100%$205.5K$0-$205.5K2026-10-14
FC Advisory LLC
CLOSED0574-574-100%$205.2K$0-$205.2K2026-10-05
Plus Group Wealth Advisors LLC
CLOSED0573-573-100%$204.8K$0-$204.8K2026-10-19
Vaughan & Co Securities, Inc.
CLOSED0560-560-100%$200.1K$0-$200.1K2026-10-23
Sims Investment Management, LLC
CLOSED0420-420-100%$148.5K$0-$148.5K2026-10-13
Portfolio Resources Advisor Group, Inc.
CLOSED0257-257-100%$91.8K$0-$91.8K2026-10-20
Bulwark Capital Corp
CLOSED059-59-100%$21.1K$0-$21.1K2026-10-13
Illumine Investment Management, LLC
UNCHANGED000—$1.6M$1.5M-$158.7K2026-10-22
Beacon Capital Management, Inc.
UNCHANGED000—$172$166-$62026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$3.3M$3.7M+$343.8K2026-10-29
BlackRock, Inc.
N/A—460,972,803-460,972,803-100%$164.7B———
Vanguard Capital Management LLC
N/A—382,951,664-382,951,664-100%$136.9B———
FMR LLC
N/A—250,714,005-250,714,005-100%$89.6B———
State Street Corp
N/A—238,977,259-238,977,259-100%$85.4B———
Geode Capital Management, LLC
N/A—150,078,198-150,078,198-100%$53.5B———
Morgan Stanley
N/A—120,511,301-120,511,301-100%$43.1B———
Price T Rowe Associates Inc
N/A—101,316,099-101,316,099-100%$36.2B———
Vanguard Portfolio Management LLC
N/A—98,896,291-98,896,291-100%$35.3B———
JPMorgan Chase & Co
N/A—91,919,476-91,919,476-100%$32.5B———
Invesco Ltd.
N/A—91,277,658-91,277,658-100%$32.6B———
Norges Bank
N/A—80,931,418-80,931,418-100%$28.9B———
Berkshire Hathaway Inc
N/A—78,791,167-78,791,167-100%$28.2B———
Capital World Investors
N/A—73,349,871-73,349,871-100%$26.2B———
Bank of America Corp
N/A—72,422,160-72,422,160-100%$25.9B———
Northern Trust Corp
N/A—65,524,743-65,524,743-100%$23.4B———
Capital Research Global Investors
N/A—62,527,250-62,527,250-100%$22.3B———
Goldman Sachs Group Inc
N/A—58,584,981-58,584,981-100%$20.9B———
UBS Asset Management Americas LLC
N/A—44,688,569-44,688,569-100%$16.0B———
Wellington Management Group LLP
N/A—44,403,614-44,403,614-100%$15.9B———
Charles Schwab Investment Management Inc
N/A—40,980,558-40,980,558-100%$14.6B———
Fisher Asset Management, LLC
N/A—39,989,840-39,989,840-100%$14.3B———
Legal & General Group Plc
N/A—37,212,257-37,212,257-100%$13.3B———
Royal Bank of Canada
N/A—36,615,412-36,615,412-100%$13.1B———
Vanguard Fiduciary Trust Co
N/A—33,694,019-33,694,019-100%$12.0B———
Amundi
N/A—33,203,350-33,203,350-100%$11.9B———
Ameriprise Financial Inc
N/A—32,174,962-32,174,962-100%$11.5B———
Nuveen, LLC
N/A—31,851,371-31,851,371-100%$11.4B———
Deutsche Bank Ag\
N/A—30,552,576-30,552,576-100%$10.9B———
Wells Fargo & Company
N/A—29,187,481-29,187,481-100%$10.4B———
Massachusetts Financial Services Co
N/A—28,694,648-28,694,648-100%$10.5B———
UBS Group AG
N/A—25,323,537-25,323,537-100%$9.0B———
Franklin Resources Inc
N/A—22,072,353-22,072,353-100%$7.9B———
Schroder Investment Management Group
N/A—22,003,226-22,003,226-100%$7.9B———
Capital International Investors
N/A—20,235,313-20,235,313-100%$7.2B———
Bank of Montreal
N/A—19,231,162-19,231,162-100%$6.9B———
Jennison Associates LLC
N/A—18,809,377-18,809,377-100%$6.7B———
Barclays PLC
N/A—17,627,469-17,627,469-100%$6.3B———
SG Americas Securities, LLC
N/A—17,554,000-17,554,000-100%$6.3B———
Loomis Sayles & Co L P
N/A—17,217,854-17,217,854-100%$6.2B———
American Century Companies Inc
N/A—16,841,559-16,841,559-100%$6.0B———
HSBC Holdings PLC
N/A—16,612,890-16,612,890-100%$5.9B———
Swiss National Bank
N/A—16,420,760-16,420,760-100%$5.9B———
Arrowstreet Capital, Limited Partnership
N/A—14,972,649-14,972,649-100%$5.4B———
Primecap Management Co
N/A—14,859,769-14,859,769-100%$5.3B———
National Pension Service
N/A—13,098,297-13,098,297-100%$4.7B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—12,977,853-12,977,853-100%$4.6B———
Canada Pension Plan Investment Board
N/A—12,972,980-12,972,980-100%$4.6B———
Raymond James Financial Inc
N/A—12,950,768-12,950,768-100%$4.6B———
Vanguard Global Advisers, LLC
N/A—12,662,116-12,662,116-100%$4.5B———
California Public Employees Retirement System
N/A—12,083,544-12,083,544-100%$4.3B———
Alliancebernstein L.P.
N/A—11,728,197-11,728,197-100%$3.4B———
Clearbridge Investments, LLC
N/A—11,527,990-11,527,990-100%$4.1B———
National Bank of Canada
N/A—11,397,542-11,397,542-100%$4.1B———
Vanguard Asset Management, Ltd
N/A—11,329,982-11,329,982-100%$4.0B———
FIL Ltd
N/A—10,950,613-10,950,613-100%$3.9B———
State Farm Mutual Automobile Insurance Co
N/A—10,777,820-10,777,820-100%$3.9B———
Dodge & COX
N/A—10,658,860-10,658,860-100%$3.8B———
Victory Capital Management Inc
N/A—10,538,377-10,538,377-100%$3.8B———
Rhumbline Advisers
N/A—10,284,105-10,284,105-100%$3.7B———
Neuberger Berman Group LLC
N/A—9,967,022-9,967,022-100%$3.6B———
BNP Paribas Financial Markets
N/A—9,896,252-9,896,252-100%$3.5B———
Manufacturers Life Insurance Company, the
N/A—9,273,694-9,273,694-100%$3.3B———
Voya Investment Management LLC
N/A—9,162,930-9,162,930-100%$3.3B———
LPL Financial LLC
N/A—9,098,048-9,098,048-100%$3.3B———
Nordea Investment Management AB
N/A—8,898,867-8,898,867-100%$3.2B———
California State Teachers Retirement System
N/A—8,844,847-8,844,847-100%$3.2B———
BNP Paribas Asset Management Holding S.A.
N/A—8,667,297-8,667,297-100%$3.1B———
Aberdeen Group plc
N/A—8,399,449-8,399,449-100%$3.0B———
T. Rowe Price Investment Management, Inc.
N/A—8,391,591-8,391,591-100%$3.0B———
D. E. Shaw & Co., Inc.
N/A—7,915,724-7,915,724-100%$2.8B———
Allianz Asset Management GmbH
N/A—7,498,538-7,498,538-100%$2.7B———
Envestnet Asset Management Inc
N/A—7,477,002-7,477,002-100%$2.7B———
Royal London Asset Management LTD
N/A—7,081,882-7,081,882-100%$2.5B———
Russell Investments Group, Ltd.
N/A—6,895,890-6,895,890-100%$2.5B———
TD Asset Management Inc
N/A—6,878,557-6,878,557-100%$2.5B———
CIBC Bancorp USA Inc.
N/A—6,840,617-6,840,617-100%$2.4B———
New York State Common Retirement Fund
N/A—6,684,114-6,684,114-100%$2.4B———
Jones Financial Companies Lllp
N/A—6,628,784-6,628,784-100%$2.2B———
Natixis Advisors, LLC
N/A—6,535,177-6,535,177-100%$2.3B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—6,498,188-6,498,188-100%$2.3B———
Harris Associates L P
N/A—6,264,999-6,264,999-100%$2.2B———
Newlands Management Operations LLC
N/A—6,207,074-6,207,074-100%$2.2B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—6,132,636-6,132,636-100%$2.2B———
Ensign Peak Advisors, Inc
N/A—6,105,790-6,105,790-100%$2.2B———
Acadian Asset Management LLC
N/A—6,059,286-6,059,286-100%$2.2B———
AQR Capital Management LLC
N/A—5,991,568-5,991,568-100%$2.1B———
DnB Asset Management AS
N/A—5,843,646-5,843,646-100%$2.1B———
Tiger Global Management LLC
N/A—5,805,687-5,805,687-100%$2.1B———
Canada Life Assurance Co
N/A—5,761,084-5,761,084-100%$2.1B———
Stifel Financial Corp
N/A—5,746,787-5,746,787-100%$2.1B———
Aviva PLC
N/A—5,743,742-5,743,742-100%$2.1B———
Artisan Partners Limited Partnership
N/A—5,534,119-5,534,119-100%$2.0B———
First Trust Advisors LP
N/A—5,404,045-5,404,045-100%$1.9B———
Prudential Financial Inc
N/A—5,279,164-5,279,164-100%$1.9B———
Caisse de Depot ET Placement DU Quebec
N/A—5,269,086-5,269,086-100%$1.9B———
Adage Capital Partners GP, L.L.C.
N/A—5,207,900-5,207,900-100%$1.9B———
Danske Bank A/S
N/A—5,166,046-5,166,046-100%$1.8B———
Credit Agricole S A
N/A—5,097,785-5,097,785-100%$1.8B———
State Board of Administration of Florida Retirement System
N/A—4,985,338-4,985,338-100%$1.8B———
Sands Capital Management, LLC
N/A—4,893,397-4,893,397-100%$1.7B———
Coatue Management LLC
N/A—4,856,251-4,856,251-100%$1.7B———
1832 Asset Management L.P.
N/A—4,751,760-4,751,760-100%$1.7B———
Mariner, LLC
N/A—4,585,539-4,585,539-100%$1.6B———
Fiera Capital Corp
N/A—4,483,346-4,483,346-100%$1.6B———
Public Employees Retirement Association of Colorado
N/A—4,480,476-4,480,476-100%$1.6B———
Quantinno Capital Management LP
N/A—4,465,593-4,465,593-100%$1.6B———
Nomura Asset Management International Inc.
N/A—4,398,808-4,398,808-100%$1.6B———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—4,331,226-4,331,226-100%$1.5B———
Rockefeller Capital Management L.P.
N/A—4,252,828-4,252,828-100%$1.5B———
Focus Partners Wealth
N/A—4,130,802-4,130,802-100%$1.5B———
Korea Investment Corp
N/A—4,130,545-4,130,545-100%$1.5B———
Susquehanna International Group, LLP
N/A—4,016,880-4,016,880-100%$1.4B———
Rathbones Group PLC
N/A—3,986,004-3,986,004-100%$1.4B———
SEI Investments Co
N/A—3,971,630-3,971,630-100%$1.4B———
Life Cycle Investment Partners Ltd
N/A—3,932,579-3,932,579-100%$1.4B———
Federated Hermes, Inc.
N/A—3,825,184-3,825,184-100%$1.4B———
Menora Mivtachim Holdings Ltd.
N/A—3,806,301-3,806,301-100%$1.4B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—3,795,342-3,795,342-100%$1.4B———
Westfield Capital Management Co LP
N/A—3,749,074-3,749,074-100%$1.3B———
Lord, Abbett & Co. LLC
N/A—3,719,199-3,719,199-100%$1.3B———
Alkeon Capital Management LLC
N/A—3,686,368-3,686,368-100%$1.3B———
HighTower Advisors, LLC
N/A—3,643,071-3,643,071-100%$1.3B———
Cerity Partners LLC
N/A—3,589,269-3,589,269-100%$1.3B———
Nomura Asset Management Co LTD
N/A—3,561,195-3,561,195-100%$1.3B———
Chevy Chase Trust Holdings, LLC
N/A—3,546,433-3,546,433-100%$1.3B———
Lazard Asset Management LLC
N/A—3,520,113-3,520,113-100%$1.3B———
Captrust Financial Advisors
N/A—3,501,923-3,501,923-100%$1.3B———
Storebrand Asset Management AS
N/A—3,418,072-3,418,072-100%$1.2B———
AustralianSuper Pty Ltd
N/A—3,363,057-3,363,057-100%$1.2B———
Mitsubishi UFJ Trust & Banking Corp
N/A—3,241,156-3,241,156-100%$1.2B———
Panagora Asset Management Inc
N/A—3,205,944-3,205,944-100%$1.1B———
Axiom Investors LLC
N/A—3,203,929-3,203,929-100%$1.1B———
LSV Asset Management
N/A—3,193,945-3,193,945-100%$1.1B———
Unisphere Establishment
N/A—3,193,600-3,193,600-100%$1.1B———
William Blair Investment Management, LLC
N/A—3,191,012-3,191,012-100%$1.1B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,110,906-3,110,906-100%$1.1B———
State of Wisconsin Investment Board
N/A—3,105,936-3,105,936-100%$1.1B———
Citadel Advisors LLC
N/A—2,990,581-2,990,581-100%$1.1B———
Vanguard Investments Australia, Ltd.
N/A—2,971,186-2,971,186-100%$1.1B———
Jupiter Topco LLC
N/A—2,963,318-2,963,318-100%$1.1B———
Handelsbanken Fonder AB
N/A—2,949,453-2,949,453-100%$1.1B———
Davis Selected Advisers
N/A—2,937,160-2,937,160-100%$1.0B———
Public Sector Pension Investment Board
N/A—2,921,914-2,921,914-100%$1.0B———
Baillie Gifford & Co
N/A—2,808,512-2,808,512-100%$1.0B———
Treasurer of the State of North Carolina
N/A—2,775,443-2,775,443-100%$991.9M———
Bank of Nova Scotia
N/A—2,745,323-2,745,323-100%$981.1M———
Employees Provident Fund Board
N/A—2,694,538-2,694,538-100%$962.9M———
Commerce Bank
N/A—2,668,769-2,668,769-100%$953.7M———
KLP Kapitalforvaltning AS
N/A—2,607,440-2,607,440-100%$931.8M———
Tidal Investments LLC
N/A—2,575,811-2,575,811-100%$920.5M———
Himalaya Capital Management LLC
N/A—2,543,300-2,543,300-100%$908.9M———
Man Group plc
N/A—2,459,575-2,459,575-100%$879.0M———
TCI Fund Management LtdA
N/A—2,457,000-2,457,000-100%$878.1M———
Toronto Dominion Bank
N/A—2,408,986-2,408,986-100%$860.9M———
Blair William & Co
N/A—2,402,621-2,402,621-100%$858.6M———
Whale Rock Capital Management LLC
N/A—2,396,352-2,396,352-100%$856.4M———
Starlite Capital Inc
N/A—2,386,147-2,386,147-100%$845.3M———
Public Employees Retirement System of Ohio
N/A—2,344,411-2,344,411-100%$837.8M———
Orbis Allan Gray Ltd
N/A—2,340,624-2,340,624-100%$836.5M———
Renaissance Technologies LLC
N/A—2,317,438-2,317,438-100%$828.2M———
Cetera Investment Advisers
N/A—2,274,509-2,274,509-100%$812.8M———
Two Sigma Investments, LP
N/A—2,246,651-2,246,651-100%$802.9M———
Nykredit A/S
N/A—2,230,900-2,230,900-100%$797.3M———
Northwestern Mutual Wealth Management Co
N/A—2,213,803-2,213,803-100%$791.1M———
Marshall Wace, LLP
N/A—2,210,932-2,210,932-100%$790.1M———
Natixis
N/A—2,209,068-2,209,068-100%$789.5M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—2,203,224-2,203,224-100%$787.4M———
Zurich Insurance Group Ltd
N/A—2,200,890-2,200,890-100%$786.5M———
Teacher Retirement System of Texas
N/A—2,122,475-2,122,475-100%$758.5M———
Osaic Holdings, Inc.
N/A—2,086,559-2,086,559-100%$745.9M———
Clear Street Group Inc.
N/A—2,004,159-2,004,159-100%$716.2M———
Generation Investment Management LLP
N/A—1,997,385-1,997,385-100%$713.8M———
State of Tennessee, Department of Treasury
N/A—1,996,414-1,996,414-100%$713.5M———
Ruane, Cunniff & Goldfarb L.P.
N/A—1,994,274-1,994,274-100%$712.7M———
VAN Lanschot Kempen Investment Management N.V.
N/A—1,991,007-1,991,007-100%$711.5M———
Brown Advisory Inc
N/A—1,989,774-1,989,774-100%$711.1M———
LOS Angeles Capital Management LLC
N/A—1,948,292-1,948,292-100%$696.3M———
Baird Financial Group, Inc.
N/A—1,936,794-1,936,794-100%$692.2M———
Capitolis Liquid Global Markets LLC
N/A—1,918,321-1,918,321-100%$685.6M———
Polar Capital Holdings Plc
N/A—1,918,015-1,918,015-100%$685.4M———
OFI Invest Asset Management
N/A—1,887,709-1,887,709-100%$591.7M———
ING Groep NV
N/A—1,879,745-1,879,745-100%$671.8M———
Janney Montgomery Scott LLC
N/A—1,835,129-1,835,129-100%$655.8M———
Walleye Trading LLC
N/A—1,831,473-1,831,473-100%$654.5M———
Greenwoods Asset Management Hong Kong Ltd.
N/A—1,810,357-1,810,357-100%$647.0M———
Tredje Ap-fonden
N/A—1,807,046-1,807,046-100%$645.8M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—1,800,000-1,800,000-100%$643.3M———
Scotia Capital Inc.
N/A—1,793,633-1,793,633-100%$641.0M———
Federation des caisses Desjardins du Quebec
N/A—1,793,341-1,793,341-100%$640.9M———
Huntington National Bank
N/A—1,787,060-1,787,060-100%$638.6M———
Worldquant Millennium Advisors LLC
N/A—1,776,123-1,776,123-100%$634.7M———
Fundsmith LLP
N/A—1,773,354-1,773,354-100%$633.7M———
Macquarie Group LTD
N/A—1,760,443-1,760,443-100%$629.1M———
CIBC World Market Inc.
N/A—1,754,610-1,754,610-100%$627.0M———
Resona Asset Management Co.,Ltd.
N/A—1,729,125-1,729,125-100%$616.6M———
LGT Group Foundation
N/A—1,712,544-1,712,544-100%$612.0M———
Mercer Global Advisors Inc
N/A—1,605,150-1,605,150-100%$573.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,598,941-1,598,941-100%$571.4M———
Varma Mutual Pension Insurance Co
N/A—1,570,599-1,570,599-100%$561.3M———
MetLife Investment Management, LLC
N/A—1,569,753-1,569,753-100%$561.0M———
Hudson Bay Capital Management LP
N/A—1,564,152-1,564,152-100%$559.0M———
Nissay Asset Management Corp N
N/A—1,561,902-1,561,902-100%$558.2M———
Pinebridge Investments LLC
N/A—1,549,806-1,549,806-100%$553.9M———
DSM Capital Partners LLC
N/A—1,528,522-1,528,522-100%$546.2M———
W1m Asset Management Ltd
N/A—1,523,852-1,523,852-100%$544.2M———
MML Investors Services, LLC
N/A—1,517,107-1,517,107-100%$542.2M———
Kensico Capital Management Corp
N/A—1,509,500-1,509,500-100%$539.5M———
Shanda Asset Management Holdings Ltd
N/A—1,500,000-1,500,000-100%$536.1M———
Zacks Investment Management
N/A—1,491,861-1,491,861-100%$533.1M———
CI Investments Inc.
N/A—1,486,097-1,486,097-100%$531.1M———
First Manhattan Co. Llc.
N/A—1,479,067-1,479,067-100%$528.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—1,415,721-1,415,721-100%$505.9M———
Omers Administration Corp
N/A—1,410,660-1,410,660-100%$504.1M———
First Pacific Advisors, LP
N/A—1,408,518-1,408,518-100%$503.4M———
Erste Asset Management GmbH
N/A—1,371,848-1,371,848-100%$478.0M———
Abrams Capital Management, L.P.
N/A—1,370,495-1,370,495-100%$489.8M———
Saturna Capital Corp
N/A—1,344,465-1,344,465-100%$478.9M———
Bridgewater Associates, LP
N/A—1,322,176-1,322,176-100%$472.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,312,096-1,312,096-100%$468.3M———
NewEdge Advisors, LLC
N/A—1,305,569-1,305,569-100%$466.6M———
Serenus Wealth Advisors, LLC
N/A—1,273,078-1,273,078-100%$6.3M———
Bridges Investment Management Inc
N/A—1,264,162-1,264,162-100%$451.8M———
Stockbridge Partners LLC
N/A—1,252,838-1,252,838-100%$447.7M———
Fenelon Opportunity Fund Inc.
N/A—1,245,378-1,245,378-100%$406.6M———
Teachers Retirement System of the State of Kentucky
N/A—1,243,527-1,243,527-100%$444.4M———
Vanguard Personalized Indexing Management, LLC
N/A—1,239,374-1,239,374-100%$442.9M———
Clark Capital Management Group, Inc.
N/A—1,216,104-1,216,104-100%$434.6M———
Cresset Asset Management, LLC
N/A—1,198,126-1,198,126-100%$428.2M———
Glenmede Trust Co NA
N/A—1,195,520-1,195,520-100%$427.2M———
Atalanta Sosnoff Capital, LLC
N/A—1,189,994-1,189,994-100%$425.3M———
Balyasny Asset Management L.P.
N/A—1,181,741-1,181,741-100%$422.3M———
Carmignac Gestion
N/A—1,154,334-1,154,334-100%$412.5M———
Groupama Asset Managment
N/A—1,150,436-1,150,436-100%$407.1M———
Steward Partners Investment Advisory, LLC
N/A—1,148,261-1,148,261-100%$410.4M———
O'shaughnessy Asset Management, LLC
N/A—1,139,780-1,139,780-100%$407.3M———
Evelyn Partners Group Ltd
N/A—1,135,205-1,135,205-100%$405.7M———
Voyager Global Management LP
N/A—1,125,000-1,125,000-100%$402.0M———
Jericho Capital Asset Management L.P.
N/A—1,118,000-1,118,000-100%$399.5M———
Scge Management, L.P.
N/A—1,114,200-1,114,200-100%$398.2M———
QRG Capital Management, Inc.
N/A—1,110,108-1,110,108-100%$396.7M———
Woodline Partners LP
N/A—1,109,203-1,109,203-100%$396.4M———
IEQ Capital, LLC
N/A—1,103,268-1,103,268-100%$394.3M———
Altshuler Shaham Ltd
N/A—1,101,393-1,101,393-100%$393.6M———
Jane Street Group, LLC
N/A—1,097,913-1,097,913-100%$392.4M———
EP Wealth Advisors, LLC
N/A—1,082,743-1,082,743-100%$386.9M———
Johnson Investment Counsel Inc
N/A—1,081,872-1,081,872-100%$386.6M———
Empowered Funds, LLC
N/A—1,060,925-1,060,925-100%$379.1M———
Mufg Securities Emea plc
N/A—1,050,156-1,050,156-100%$375.3M———
National Philanthropic Trust
N/A—1,048,556-1,048,556-100%$374.7M———
Banco Santander, S.A.
N/A—1,047,114-1,047,114-100%$374.2M———
Comgest Global Investors S.A.S.
N/A—1,045,281-1,045,281-100%$373.6M———
Haverford Trust Co
N/A—1,035,306-1,035,306-100%$370.0M———
MAI Capital Management
N/A—1,034,127-1,034,127-100%$369.6M———
Rafferty Asset Management, LLC
N/A—1,032,816-1,032,816-100%$369.1M———
Third Point LLCA
N/A—1,025,000-1,025,000-100%$366.3M———
Bessemer Group Inc
N/A—1,023,781-1,023,781-100%$365.9M———
Hotchkis & Wiley Capital Management LLC
N/A—1,013,951-1,013,951-100%$362.4M———
M&T Bank Corp
N/A—1,003,455-1,003,455-100%$358.6M———
Silvant Capital Management LLC
N/A—1,000,296-1,000,296-100%$357.5M———
Bradley Foster & Sargent Inc
N/A—984,691-984,691-100%$351.9M———
Mediolanum International Funds Ltd
N/A—983,532-983,532-100%$347.8M———
Pathstone Holdings, LLC
N/A—978,356-978,356-100%$350.5M———
AE Wealth Management LLC
N/A—966,358-966,358-100%$345.3M———
&partners
N/A—959,152-959,152-100%$342.9M———
Bristol John W & Co Inc
N/A—948,035-948,035-100%$338.8M———
WCM Investment Management, LLC
N/A—947,287-947,287-100%$335.0M———
Railway Pension Investments Ltd
N/A—929,030-929,030-100%$332.0M———
Intech Investment Management LLC
N/A—925,275-925,275-100%$330.7M———
Edmond de Rothschild Holding S.A.
N/A—917,959-917,959-100%$328.1M———
USS Investment Management Ltd
N/A—907,443-907,443-100%$324.1M———
Boston Partners
N/A—906,580-906,580-100%$324.0M———
Anomaly Capital Management, LP
N/A—899,813-899,813-100%$321.6M———
Davis R M Inc
N/A—898,595-898,595-100%$321.1M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—894,895-894,895-100%$319.8M———
Sanctuary Advisors, LLC
N/A—892,328-892,328-100%$318.9M———
Utah Retirement Systems
N/A—884,698-884,698-100%$316.2M———
Commerzbank Aktiengesellschaft
N/A—882,118-882,118-100%$315.2M———
Police & Firemen's Retirement System of New Jersey
N/A—874,976-874,976-100%$312.7M———
Wealthfront Advisers LLC
N/A—874,716-874,716-100%$312.6M———
British Columbia Investment Management Corp
N/A—872,843-872,843-100%$311.9M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—860,323-860,323-100%$307.5M———
Holocene Advisors, LP
N/A—856,143-856,143-100%$306.0M———
NewEdge Wealth, LLC
N/A—850,206-850,206-100%$303.8M———
LBP AM SA
N/A—846,920-846,920-100%$302.7M———
Groupe la Francaise
N/A—845,464-845,464-100%$299.3M———
Vident Advisory, LLC
N/A—844,533-844,533-100%$301.8M———
Nomura Holdings Inc
N/A—842,763-842,763-100%$301.2M———
Eagle Capital Management LLC
N/A—838,532-838,532-100%$299.7M———
Longview Partners (Guernsey) LTD
N/A—827,249-827,249-100%$295.6M———
Schonfeld Strategic Advisors LLC
N/A—801,791-801,791-100%$286.5M———
Jensen Investment Management Inc
N/A—797,098-797,098-100%$284.9M———
Vaughan Nelson Investment Management, L.P.
N/A—797,067-797,067-100%$284.8M———
Andra Ap-fonden
N/A—755,022-755,022-100%$269.8M———
Guggenheim Capital LLC
N/A—754,511-754,511-100%$269.6M———
ABN Amro Bank N.V.
N/A—754,395-754,395-100%$268.7M———
Peapack Gladstone Financial Corp
N/A—753,159-753,159-100%$269.2M———
United Capital Financial Advisors, LLC
N/A—752,247-752,247-100%$268.8M———
Capital International, Inc.
N/A—741,852-741,852-100%$265.1M———
D1 Capital Partners L.P.
N/A—738,300-738,300-100%$263.8M———
Capital Group Private Client Services, Inc.
N/A—737,218-737,218-100%$263.5M———
Flputnam Investment Management Co
N/A—734,541-734,541-100%$262.5M———
Liontrust Investment Partners LLP
N/A—723,493-723,493-100%$258.6M———
Elo Mutual Pension Insurance Co
N/A—718,050-718,050-100%$256.6M———
UMB Bank, n.a.
N/A—705,353-705,353-100%$252.1M———
Contour Asset Management LLC
N/A—691,832-691,832-100%$247.2M———
Tiaa Wealth Investment Management LLC
N/A—680,229-680,229-100%$243.1M———
Evercore Wealth Management, LLC
N/A—677,951-677,951-100%$242.3M———
Jupiter Asset Management LTD
N/A—673,520-673,520-100%$240.7M———
Great Lakes Advisors, LLC
N/A—669,062-669,062-100%$239.1M———
Fiduciary Trust Co
N/A—656,486-656,486-100%$234.6M———
Banque Transatlantique SA
N/A—655,999-655,999-100%$217.5M———
Harding Loevner LP
N/A—649,331-649,331-100%$232.0M———
Skandinaviska Enskilda Banken AB (publ)
N/A—648,997-648,997-100%$231.8M———
First Financial Bankshares Inc
N/A—641,522-641,522-100%$229.3M———
Epoch Investment Partners, Inc.
N/A—639,157-639,157-100%$228.4M———
Pinnacle Financial Partners, Inc.
N/A—636,973-636,973-100%$227.6M———
Clal Insurance Enterprises Holdings Ltd
N/A—636,436-636,436-100%$227.4M———
Manning & Napier Advisors LLC
N/A—628,449-628,449-100%$224.6M———
Marex Group Ltd
N/A—627,630-627,630-100%$224.3M———
Brown Brothers Harriman & Co
N/A—626,552-626,552-100%$223.9M———
Munro Partners
N/A—623,657-623,657-100%$222.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—615,674-615,674-100%$220.0M———
Beacon Pointe Advisors, LLC
N/A—608,734-608,734-100%$217.5M———
Soroban Capital Partners LP
N/A—599,870-599,870-100%$214.4M———
Qube Research & Technologies Ltd
N/A—598,293-598,293-100%$213.8M———
Soros Fund Management LLC
N/A—596,286-596,286-100%$213.1M———
Rovida Investment Management Ltd
N/A—591,000-591,000-100%$211.0M———
Voleon Capital Management LP
N/A—582,524-582,524-100%$208.2M———
Tocqueville Asset Management L.P.
N/A—574,912-574,912-100%$205.5M———
Oddo BHF Asset Management SAS
N/A—570,022-570,022-100%$203.7M———
Van Eck Associates Corp
N/A—570,006-570,006-100%$203.7M———
Pacer Advisors, Inc.
N/A—568,954-568,954-100%$203.3M———
Trillium Asset Management, LLC
N/A—564,783-564,783-100%$201.8M———
Fundsmith Investment Services Ltd.
N/A—558,963-558,963-100%$199.8M———
Rokos Capital Management LLP
N/A—557,702-557,702-100%$199.2M———
Gotham Asset Management, LLC
N/A—554,564-554,564-100%$198.2M———
Silvercrest Asset Management Group LLC
N/A—548,519-548,519-100%$196.0M———
Bamco Inc
N/A—546,232-546,232-100%$195.2M———
Pggm Investments
N/A—543,993-543,993-100%$194.4M———
Gilder Gagnon Howe & Co LLC
N/A—538,605-538,605-100%$192.5M———
Harvest Portfolios Group Inc.
N/A—532,296-532,296-100%$190.2M———
Wesleyan Assurance Society
N/A—531,615-531,615-100%$189.8M———
Hikari Tsushin, Inc.
N/A—528,907-528,907-100%$189.0M———
Horizon Investments, LLC
N/A—528,244-528,244-100%$188.8M———
Nearwater Capital Markets, Ltd
N/A—527,900-527,900-100%$188.7M———
Patient Capital Management, LLC
N/A—525,750-525,750-100%$187.9M———
Capital International Sarl
N/A—525,573-525,573-100%$187.8M———
First Eagle Investment Management, LLC
N/A—518,922-518,922-100%$185.4M———
Investment Management Corp of Ontario
N/A—518,053-518,053-100%$185.1M———
Advisors Asset Management, Inc.
N/A—511,579-511,579-100%$182.8M———
FJ Investments, LLC
N/A—508,140-508,140-100%$181.6M———
Castleark Management LLC
N/A—507,093-507,093-100%$181.2M———
Gladstone Capital Management LLP
N/A—503,113-503,113-100%$179.8M———
Burkehill Global Management, LP
N/A—500,000-500,000-100%$178.7M———
Employees Retirement System of Texas
N/A—498,268-498,268-100%$178.1M———
JTC Employer Solutions Trustee Ltd
N/A—495,262-495,262-100%$176.9M———
Chilton Investment Co Inc.
N/A—493,428-493,428-100%$176.3M———
Squarepoint Ops LLC
N/A—492,227-492,227-100%$175.9M———
Atreides Management, LP
N/A—488,296-488,296-100%$174.5M———
Thornburg Investment Management Inc
N/A—488,051-488,051-100%$174.4M———
Marsico Capital Management LLC
N/A—485,504-485,504-100%$173.5M———
Trexquant Investment LP
N/A—482,626-482,626-100%$172.5M———
LGT Capital Partners Ltd.
N/A—475,105-475,105-100%$169.8M———
Sequoia Financial Advisors, LLC
N/A—472,495-472,495-100%$168.9M———
Allianz SE
N/A—469,666-469,666-100%$167.8M———
Summit Trail Advisors, LLC
N/A—465,896-465,896-100%$166.5M———
Harvard Management Co Inc
N/A—462,160-462,160-100%$165.2M———
Stock Yards Bank & Trust Co
N/A—454,539-454,539-100%$162.4M———
Waverly Advisors, LLC
N/A—443,092-443,092-100%$158.3M———
Hancock Whitney Corp
N/A—441,880-441,880-100%$157.9M———
Cornerstone Investment Partners, LLC
N/A—436,781-436,781-100%$156.1M———
Trajan Wealth LLC
N/A—431,649-431,649-100%$154.3M———
Douglass Winthrop Advisors, LLC
N/A—430,657-430,657-100%$153.9M———
Norinchukin Bank, The
N/A—426,036-426,036-100%$152.3M———
Keywise Capital Management (HK) Ltd
N/A—424,340-424,340-100%$151.6M———
Klingenstein Fields & Co LP
N/A—418,860-418,860-100%$149.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—415,147-415,147-100%$148.4M———
Private Advisor Group, LLC
N/A—407,843-407,843-100%$145.8M———
Saudi Central Bank
N/A—407,542-407,542-100%$145.6M———
Curi Capital, LLC
N/A—407,173-407,173-100%$145.5M———
Navera Investment Management Ltd.
N/A—402,051-402,051-100%$143.6M———
BCV Asset Management Inc.
N/A—401,804-401,804-100%$142.4M———
Bartlett & Co. Wealth Management LLC
N/A—400,948-400,948-100%$143.3M———
Dixon Mitchell Investment Counsel Inc.
N/A—400,684-400,684-100%$143.5M———
Orion Porfolio Solutions, LLC
N/A—400,109-400,109-100%$143.0M———
Ghisallo Capital Management LLC
N/A—400,000-400,000-100%$142.9M———
Central Securities Corp
N/A—400,000-400,000-100%$142.9M———
Voloridge Investment Management, LLC
N/A—400,000-400,000-100%$142.9M———
HM Payson & Co
N/A—398,195-398,195-100%$142.3M———
Optiver Holding B.V.
N/A—397,783-397,783-100%$142.2M———
Capital Impact Advisors, LLC
N/A—396,788-396,788-100%$141.8M———
Greenbrier Partners Capital Management, LLC
N/A—395,307-395,307-100%$141.3M———
Shelton Capital Management
N/A—389,263-389,263-100%$139.1M———
Blue Whale Capital LLP
N/A—382,963-382,963-100%$136.9M———
Aristotle Atlantic Partners, LLC
N/A—382,883-382,883-100%$136.8M———
Bowie Capital Management, LLC
N/A—377,687-377,687-100%$135.0M———
Caxton Associates LLP
N/A—375,359-375,359-100%$134.1M———
Susquehanna Advisors Group, Inc.
N/A—374,732-374,732-100%$133.9M———
Summitry LLC
N/A—373,263-373,263-100%$133.4M———
Golden Unicorn (BVI) Ltd
N/A—372,830-372,830-100%$133.2M———
Value Aligned Research Advisors, LLC
N/A—370,302-370,302-100%$132.3M———
Point72 Asset Management, L.P.
N/A—369,465-369,465-100%$132.0M———
Prudential PLC
N/A—368,131-368,131-100%$131.6M———
Kentucky Retirement Systems
N/A—367,687-367,687-100%$131.4M———
Stony Point Capital LLC
N/A—364,646-364,646-100%$130.3M———
Advisors Capital Management, LLC
N/A—363,754-363,754-100%$130.0M———
Bluespring Wealth Management, LLC
N/A—362,685-362,685-100%$129.6M———
NorthCoast Asset Management LLC
N/A—357,905-357,905-100%$127.9M———
ST Germain D J Co Inc
N/A—355,467-355,467-100%$127.0M———
TCW Group Inc
N/A—355,041-355,041-100%$126.9M———
Mizuho Securities USA LLC
N/A—351,966-351,966-100%$101.2M———
Stephens Inc
N/A—351,331-351,331-100%$125.7M———
Picton Mahoney Asset Management
N/A—350,882-350,882-100%$125.4M———
Styrax Capital, LP
N/A—350,000-350,000-100%$125.1M———
Stratos Wealth Partners, Ltd.
N/A—349,104-349,104-100%$124.8M———
Allstate Corp
N/A—348,551-348,551-100%$124.6M———
Cannell & Spears LLC
N/A—347,104-347,104-100%$124.0M———
Gabelli Funds LLC
N/A—344,078-344,078-100%$123.0M———
Tudor Investment Corp ET AL
N/A—342,803-342,803-100%$122.5M———
Dana Investment Advisors, Inc.
N/A—341,340-341,340-100%$122.0M———
Merit Financial Group, LLC
N/A—339,733-339,733-100%$121.4M———
ArchPoint Investors
N/A—336,735-336,735-100%$120.3M———
Duquesne Family Office LLC
N/A—336,300-336,300-100%$120.2M———
LGT Fund Management Co Ltd.
N/A—329,182-329,182-100%$117.6M———
Board of Trustees of The Leland Stanford Junior University
N/A—327,884-327,884-100%$117.2M———
Agave Capital Management Ltd
N/A—327,282-327,282-100%$117.0M———
McMillan Office, Inc.
N/A—325,906-325,906-100%$116.5M———
Oversea-Chinese Banking Corp Ltd
N/A—325,833-325,833-100%$115.9M———
Arax Advisory Partners
N/A—324,584-324,584-100%$116.0M———
CSM Advisors, LLC
N/A—321,210-321,210-100%$114.8M———
Skye Global Management LP
N/A—320,000-320,000-100%$114.4M———
Mmbg Investment Advisors Co.
N/A—318,756-318,756-100%$113.9M———
BLI - Banque de Luxembourg Investments
N/A—318,393-318,393-100%$112.8M———
Daiichi Life Insurance Co., Ltd.
N/A—318,060-318,060-100%$113.7M———
Main Street Research LLC
N/A—316,947-316,947-100%$113.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—316,925-316,925-100%$113.3M———
Trybe Capital Management LP
N/A—316,795-316,795-100%$113.2M———
Equitable Holdings, Inc.
N/A—316,791-316,791-100%$113.2M———
Foundations Investment Advisors, LLC
N/A—315,544-315,544-100%$112.8M———
Baader Bank Aktiengesellschaft
N/A—311,999-311,999-100%$111.5M———
Giverny Capital Inc.
N/A—310,118-310,118-100%$110.8M———
Linden Advisors LP
N/A—309,980-309,980-100%$110.8M———
Systematic Alpha Investments, LLC
N/A—308,599-308,599-100%$110.3M———
Diversified Trust Co
N/A—307,124-307,124-100%$109.8M———
Sculptor Capital LP
N/A—306,973-306,973-100%$109.7M———
Phoenix Financial Ltd.
N/A—306,802-306,802-100%$109.5M———
Bronte Capital Management Pty Ltd.
N/A—305,165-305,165-100%$109.1M———
Woodbridge Co LTD
N/A—304,910-304,910-100%$109.0M———
South Dakota Investment Council
N/A—304,600-304,600-100%$108.9M———
RWA Wealth Partners, LLC
N/A—303,547-303,547-100%$108.5M———
Teewinot Capital Advisers, L.L.C.
N/A—302,663-302,663-100%$108.2M———
Vestmark Advisory Solutions, Inc.
N/A—302,205-302,205-100%$108.0M———
Consulta Ltd
N/A—300,000-300,000-100%$107.2M———
Ingalls & Snyder LLC
N/A—297,979-297,979-100%$106.5M———
Harvest Fund Management Co., Ltd
N/A—291,502-291,502-100%$104.1M———
Choate Investment Advisors
N/A—290,662-290,662-100%$103.9M———
Destination Wealth Management
N/A—289,660-289,660-100%$103.5M———
Peregrine Capital Management LLC
N/A—288,916-288,916-100%$103.2M———
Allworth Financial LP
N/A—287,824-287,824-100%$102.9M———
Capital Wealth Planning, LLC
N/A—287,769-287,769-100%$102.8M———
SIT Investment Associates Inc
N/A—287,445-287,445-100%$102.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—281,239-281,239-100%$100.5M———
Canada Post Corp Registered Pension Plan
N/A—280,714-280,714-100%$100.3M———
Advisory Services Network, LLC
N/A—279,769-279,769-100%$100.0M———
Lombard Odier Asset Management (Switzerland) SA
N/A—278,430-278,430-100%$99.5M———
Mizuho Markets Americas LLC
N/A—270,432-270,432-100%$96.6M———
Windward Capital Management Co
N/A—268,494-268,494-100%$96.0M———
Hardman Johnston Global Advisors LLC
N/A—267,092-267,092-100%$95.5M———
Fred Alger Management, LLC
N/A—267,048-267,048-100%$95.4M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—266,779-266,779-100%$95.3M———
World Investment Advisors
N/A—261,230-261,230-100%$76.0M———
Insight Holdings Group, LLC
N/A—260,530-260,530-100%$93.1M———
Argent Trust Co
N/A—258,826-258,826-100%$92.5M———
Atlantic Union Bankshares Corp
N/A—256,975-256,975-100%$91.8M———
AlTi Global, Inc.
N/A—256,328-256,328-100%$91.6M———
Freestone Capital Holdings, LLC
N/A—255,738-255,738-100%$91.4M———
Dakota Wealth Management
N/A—254,769-254,769-100%$91.0M———
Ostrum Asset Management
N/A—253,688-253,688-100%$90.7M———
Nellore Capital Management LLC
N/A—252,500-252,500-100%$90.2M———
BNP Paribas
N/A—251,031-251,031-100%$88.9M———
Callan Family Office, LLC
N/A—250,823-250,823-100%$89.6M———
Aureus Asset Management, LLC
N/A—250,797-250,797-100%$89.6M———
Arkadios Wealth Advisors
N/A—250,782-250,782-100%$89.6M———
Mark Asset Management LP
N/A—249,806-249,806-100%$89.3M———
Hantz Financial Services, Inc.
N/A—249,540-249,540-100%$89.2M———
Hemenway Trust Co LLC
N/A—248,972-248,972-100%$89.0M———
EFG International AG
N/A—248,162-248,162-100%$88.7M———
Danica Pension, Livsforsikringsaktieselskab
N/A—247,836-247,836-100%$88.6M———
Westpac Banking Corp
N/A—247,414-247,414-100%$88.4M———
Caprock Group, LLC
N/A—247,094-247,094-100%$88.3M———
Syon Capital LLC
N/A—245,342-245,342-100%$87.7M———
Alberta Investment Management Corp
N/A—245,000-245,000-100%$87.6M———
Integrated Wealth Concepts LLC
N/A—244,585-244,585-100%$87.4M———
Hamilton Capital Partners Inc.
N/A—243,486-243,486-100%$87.0M———
Sumitomo Life Insurance Co
N/A—243,379-243,379-100%$87.0M———
Whittier Trust Co
N/A—242,631-242,631-100%$88.9M———
Optimus Prime Fund Management Co., Ltd.
N/A—242,490-242,490-100%$86.7M———
Metis Global Partners, LLC
N/A—242,092-242,092-100%$86.5M———
Independent Advisor Alliance
N/A—239,808-239,808-100%$85.7M———
Becker Capital Management Inc
N/A—238,154-238,154-100%$85.1M———
Brandes Investment Partners, LP
N/A—237,789-237,789-100%$85.0M———
Westwood Holdings Group Inc
N/A—236,493-236,493-100%$84.5M———
Benjamin Edwards Inc
N/A—235,873-235,873-100%$84.3M———
Centiva Capital, LP
N/A—235,257-235,257-100%$84.1M———
NFJ Investment Group, LLC
N/A—232,953-232,953-100%$83.3M———
OneDigital Investment Advisors LLC
N/A—232,907-232,907-100%$83.2M———
Sound Shore Management Inc
N/A—232,766-232,766-100%$83.2M———
SIH Partners, Lllp
N/A—232,764-232,764-100%$83.2M———
Marathon Trading Investment Management LLC
N/A—232,527-232,527-100%$83.1M———
Bleakley Financial Group, LLC
N/A—231,293-231,293-100%$82.7M———
SRB Corp
N/A—228,868-228,868-100%$81.8M———
Azimuth Capital Investment Management LLC
N/A—226,010-226,010-100%$80.8M———
Cartenna Capital, LP
N/A—225,000-225,000-100%$80.4M———
GMT Capital Corp
N/A—224,140-224,140-100%$80.1M———
Beck Mack & Oliver LLC
N/A—223,068-223,068-100%$79.7M———
Envestnet Portfolio Solutions, Inc.
N/A—220,700-220,700-100%$78.9M———
F/m Investments LLC
N/A—220,535-220,535-100%$78.8M———
Verition Fund Management LLC
N/A—220,482-220,482-100%$78.8M———
Insigneo Advisory Services, LLC
N/A—217,885-217,885-100%$77.9M———
Wealthspire Advisors, LLC
N/A—216,448-216,448-100%$77.4M———
Banque Cantonale Vaudoise
N/A—215,931-215,931-100%$77.2M———
Mirova
N/A—215,705-215,705-100%$77.1M———
Lone Pine Capital LLC
N/A—215,574-215,574-100%$77.0M———
Penserra Capital Management LLC
N/A—213,607-213,607-100%$76.3M———
Lombard Odier Asset Management (Europe) Ltd
N/A—208,659-208,659-100%$74.6M———
Guardian Capital LP
N/A—207,482-207,482-100%$74.1M———
Capital International LTD
N/A—205,027-205,027-100%$73.3M———
Global Retirement Partners, LLC
N/A—204,354-204,354-100%$73.0M———
Empirical Finance, LLC
N/A—204,352-204,352-100%$73.0M———
Stonebridge Capital Advisors LLC
N/A—204,205-204,205-100%$73.0M———
Manchester Global Management (UK) Ltd
N/A—203,637-203,637-100%$72.8M———
Siemens Fonds Invest GmbH
N/A—202,663-202,663-100%$72.4M———
True Blue (BVI) Ltd
N/A—202,000-202,000-100%$72.2M———
Tikvah Management LLC
N/A—200,630-200,630-100%$71.7M———
Hancock Prospecting Pty Ltd
N/A—200,000-200,000-100%$71.5M———
Seven Grand Managers, LLC
N/A—200,000-200,000-100%$71.5M———
M37 Management LP
N/A—200,000-200,000-100%$71.5M———
Purpose Unlimited Inc.
N/A—197,035-197,035-100%$70.5M———
Sienna Gestion
N/A—196,701-196,701-100%$70.3M———
Principal Securities, Inc.
N/A—194,208-194,208-100%$69.4M———
Aptus Capital Advisors, LLC
N/A—193,624-193,624-100%$69.2M———
Park West Asset Management LLC
N/A—192,000-192,000-100%$68.6M———
Mane Global Capital Management LP
N/A—191,534-191,534-100%$68.4M———
Georgetown University
N/A—191,217-191,217-100%$68.3M———
Chescapmanager LLC
N/A—190,500-190,500-100%$68.1M———
O'Neil Global Advisors, Inc.
N/A—190,258-190,258-100%$68.0M———
Rothschild Investment LLC
N/A—190,103-190,103-100%$67.9M———
Coldstream Capital Management Inc
N/A—190,069-190,069-100%$67.9M———
Spartan Wealth Advisory Services LLC
N/A—188,784-188,784-100%$67.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—187,999-187,999-100%$67.2M———
Defiance ETFs, LLC
N/A—187,568-187,568-100%$67.8M———
Dnca Finance
N/A—187,551-187,551-100%$67.0M———
Silicon Valley Capital Partners
N/A—187,377-187,377-100%$67.0M———
Venturi Wealth Management, LLC
N/A—184,847-184,847-100%$65.9M———
Kingsview Wealth Management, LLC
N/A—181,566-181,566-100%$64.9M———
Ballentine Partners, LLC
N/A—180,490-180,490-100%$64.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—179,708-179,708-100%$64.2M———
Compass Capital Management, Inc
N/A—178,203-178,203-100%$63.7M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—178,077-178,077-100%$63.6M———
Composition Wealth, LLC
N/A—177,648-177,648-100%$63.5M———
Mufg Securities Americas Inc.
N/A—176,606-176,606-100%$63.1M———
Altimeter Capital Management, LP
N/A—175,180-175,180-100%$62.6M———
JAG Capital Management, LLC
N/A—174,983-174,983-100%$62.5M———
Palestra Capital Management LLC
N/A—174,221-174,221-100%$62.3M———
BTC Capital Management, Inc.
N/A—174,067-174,067-100%$62.3M———
Grace & Mercy Foundation, Inc.
N/A—173,448-173,448-100%$62.0M———
Osmosis Investment Management UK Ltd
N/A—173,008-173,008-100%$61.8M———
Cantillon Capital Management LLC
N/A—171,066-171,066-100%$61.1M———
Whittier Trust Co of Nevada Inc
N/A—169,997-169,997-100%$62.4M———
Cornerstone Capital, Inc.
N/A—168,701-168,701-100%$60.3M———
WCG Wealth Advisors LLC
N/A—167,248-167,248-100%$59.8M———
Freestone Grove Partners LP
N/A—167,032-167,032-100%$59.7M———
E Fund Management Co., Ltd.
N/A—166,727-166,727-100%$59.6M———
First Long Island Investors, LLC
N/A—165,391-165,391-100%$59.1M———
7G Capital Management, LLC
N/A—165,000-165,000-100%$59.0M———
Impax Asset Management Group plc
N/A—163,682-163,682-100%$58.5M———
Intesa Sanpaolo S.p.A.
N/A—163,512-163,512-100%$58.4M———
Van Hulzen Asset Management, LLC
N/A—163,138-163,138-100%$58.3M———
BlueSpruce Investments, LP
N/A—162,918-162,918-100%$58.2M———
Zuckerman Investment Group, LLC
N/A—162,178-162,178-100%$58.0M———
Fullerton Fund Management Co Ltd.
N/A—161,225-161,225-100%$57.6M———
German American Bancorp, Inc.
N/A—159,932-159,932-100%$57.2M———
Vestcor Inc
N/A—159,858-159,858-100%$57.1M———
Cheviot Value Management, LLC
N/A—158,980-158,980-100%$56.8M———
Cary Street Partners Financial LLC
N/A—158,477-158,477-100%$56.6M———
Parker Investment Management, LLC
N/A—157,750-157,750-100%$56.4M———
Martingale Asset Management L P
N/A—156,332-156,332-100%$55.9M———
Moneta Group Investment Advisors LLC
N/A—155,855-155,855-100%$55.7M———
Securian Asset Management, Inc
N/A—155,815-155,815-100%$54.0M———
Meeder Advisory Services, Inc.
N/A—154,373-154,373-100%$55.2M———
Long Walk Management LP
N/A—153,625-153,625-100%$54.9M———
Biondo Investment Advisors, LLC
N/A—153,465-153,465-100%$54.8M———
MidFirst Bank
N/A—152,970-152,970-100%$54.7M———
GW&K Investment Management, LLC
N/A—152,624-152,624-100%$54.5M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—152,585-152,585-100%$54.5M———
Stillwater Capital Advisors, LLC
N/A—151,093-151,093-100%$54.0M———
Moors & Cabot, Inc.
N/A—150,969-150,969-100%$54.0M———
Polar Asset Management Partners Inc.
N/A—150,742-150,742-100%$53.9M———
Level Four Advisory Services, LLC
N/A—149,545-149,545-100%$53.4M———
Morningstar Investment Management LLC
N/A—148,172-148,172-100%$42.6M———
Pallas Capital Advisors LLC
N/A—147,025-147,025-100%$52.5M———
Novare Capital Management LLC
N/A—146,765-146,765-100%$52.4M———
Modern Wealth Management, LLC
N/A—146,583-146,583-100%$52.4M———
Harbor Advisors LLC
N/A—145,600-145,600-100%$52.0M———
Unio Capital LLC
N/A—144,810-144,810-100%$51.8M———
Meridiem Capital Partners LP
N/A—144,678-144,678-100%$51.7M———
Crosslink Capital Inc
N/A—144,250-144,250-100%$51.6M———
Horiko Capital Management LLC
N/A—143,898-143,898-100%$51.3M———
Wedbush Fund Advisers, LLC
N/A—143,717-143,717-100%$51.4M———
Howard Hughes Medical Institute
N/A—143,665-143,665-100%$51.3M———
Segall Bryant & Hamill, LLC
N/A—143,204-143,204-100%$51.2M———
OAK Associates LTD
N/A—142,621-142,621-100%$51.0M———
Venator Management LLC
N/A—141,099-141,099-100%$50.4M———
ARK Investment Management LLC
N/A—140,122-140,122-100%$50.1M———
Heron Bay Capital Management
N/A—140,089-140,089-100%$50.1M———
Rollins Financial Advisors, LLC
N/A—139,679-139,679-100%$49.9M———
CreativeOne Wealth, LLC
N/A—138,958-138,958-100%$49.7M———
Wahed Invest LLC
N/A—138,672-138,672-100%$49.6M———
Claret Asset Management Corp
N/A—137,874-137,874-100%$49.3M———
Delaney Capital Management Ltd.
N/A—137,459-137,459-100%$49.1M———
Barr E S & Co
N/A—137,398-137,398-100%$49.1M———
L1 Capital International Pty Ltd
N/A—137,169-137,169-100%$49.0M———
Broderick Brian C
N/A—137,043-137,043-100%$49.0M———
Emerald Investment Advisers, LLC
N/A—136,516-136,516-100%$48.8M———
Stansberry Asset Management, LLC
N/A—134,778-134,778-100%$48.2M———
Stelac Advisory Services LLC
N/A—133,757-133,757-100%$47.8M———
Alyeska Investment Group, L.P.
N/A—132,956-132,956-100%$47.5M———
Colonial Trust Advisors
N/A—132,681-132,681-100%$47.4M———
Caisse DES Depots ET Consignations
N/A—132,412-132,412-100%$47.3M———
Ameritas Investment Partners, Inc.
N/A—131,556-131,556-100%$47.0M———
GTS Securities LLC
N/A—130,991-130,991-100%$46.8M———
Ogborne Capital Management, LLC
N/A—130,000-130,000-100%$46.5M———
Renaissance Group LLC
N/A—129,437-129,437-100%$46.3M———
Parus Finance (UK) Ltd
N/A—128,691-128,691-100%$46.0M———
Logan Capital Management Inc
N/A—128,684-128,684-100%$46.0M———
Wedgewood Partners Inc
N/A—127,237-127,237-100%$45.5M———
Armistice Capital, LLC
N/A—126,494-126,494-100%$45.2M———
Snowden Capital Advisors LLC
N/A—126,333-126,333-100%$45.1M———
General Pension Society PZU Joint Stock Co
N/A—126,240-126,240-100%$45.1M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—126,082-126,082-100%$45.1M———
DJE Kapital AG
N/A—125,380-125,380-100%$45.3M———
Webster Bank, N. A.
N/A—124,498-124,498-100%$44.5M———
Mutual Advisors, LLC
N/A—124,373-124,373-100%$44.4M———
First National Bank of Omaha
N/A—124,268-124,268-100%$44.3M———
Great Valley Advisor Group, Inc.
N/A—123,330-123,330-100%$44.1M———
Strategic Wealth Partners, Ltd.
N/A—123,109-123,109-100%$44.0M———
CCM Investment Advisers LLC
N/A—123,100-123,100-100%$44.0M———
Optas, LLC
N/A—122,356-122,356-100%$43.7M———
Fidelis Capital Partners, LLC
N/A—122,217-122,217-100%$43.7M———
Arvest Bank Trust Division
N/A—122,013-122,013-100%$43.6M———
Ossiam
N/A—121,316-121,316-100%$43.4M———
Spirepoint Private Client, LLC
N/A—120,542-120,542-100%$43.1M———
Hillsdale Investment Management Inc.
N/A—120,162-120,162-100%$42.9M———
HughesLittle Investment Management Ltd.
N/A—120,157-120,157-100%$42.9M———
Maplelane Capital, LLC
N/A—120,000-120,000-100%$42.9M———
First American Trust, FSB
N/A—119,949-119,949-100%$42.9M———
Steadfast Capital Management LP
N/A—119,943-119,943-100%$42.9M———
Iyo Bank, Ltd.
N/A—119,740-119,740-100%$42.8M———
Whalerock Point Partners, LLC
N/A—119,493-119,493-100%$42.7M———
Crawford Investment Counsel Inc
N/A—115,917-115,917-100%$41.4M———
Deltroit Asset Management (UK) LLP
N/A—115,668-115,668-100%$41.3M———
Alley Investment Management Company, LLC
N/A—114,653-114,653-100%$41.0M———
Alerus Financial NA
N/A—114,403-114,403-100%$40.9M———
Tensor Edge Capital, LLC
N/A—114,400-114,400-100%$40.9M———
Tower Research Capital LLC (TRC)
N/A—114,307-114,307-100%$40.8M———
Itau Unibanco Holding S.A.
N/A—114,284-114,284-100%$40.8M———
Apriem Advisors
N/A—114,007-114,007-100%$40.7M———
Schnieders Capital Management, Llc.
N/A—113,538-113,538-100%$40.6M———
Savvy Advisors, Inc.
N/A—113,526-113,526-100%$40.6M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—113,141-113,141-100%$40.4M———
South Street Advisors LLC
N/A—112,233-112,233-100%$40.1M———
CastleKnight Management LP
N/A—112,200-112,200-100%$40.1M———
Kelly Lawrence W & Associates Inc
N/A—112,111-112,111-100%$40.1M———
BFC Planning, Inc.
N/A—111,290-111,290-100%$39.8M———
Leith Wheeler Investment Counsel Ltd.
N/A—111,029-111,029-100%$39.7M———
Twin Capital Management Inc
N/A—110,453-110,453-100%$39.5M———
Square Wave Capital, LLC
N/A—110,300-110,300-100%$39.4M———
Essex Financial Services, Inc.
N/A—109,786-109,786-100%$39.2M———
Rothschild Capital Partners, LLC
N/A—109,289-109,289-100%$39.1M———
Winmill & Co. Inc
N/A—108,100-108,100-100%$38.6M———
Coleford Investment Management Ltd.
N/A—107,715-107,715-100%$38.5M———
Punch & Associates Investment Management, Inc.
N/A—107,628-107,628-100%$38.5M———
Western Wealth Management, LLC
N/A—106,320-106,320-100%$38.0M———
Connors Investor Services Inc
N/A—106,271-106,271-100%$38.0M———
Simmons Bank
N/A—105,804-105,804-100%$37.8M———
Motco
N/A—105,623-105,623-100%$37.7M———
Fayez Sarofim & Co
N/A—105,139-105,139-100%$37.6M———
Amica Mutual Insurance Co
N/A—104,846-104,846-100%$37.5M———
Financial Engines Advisors L.L.C.
N/A—104,518-104,518-100%$37.4M———
River Wealth Advisors LLC
N/A—104,472-104,472-100%$37.3M———
Rice Partnership, LLC
N/A—104,214-104,214-100%$37.2M———
Sirios Capital Management L P
N/A—103,975-103,975-100%$37.2M———
Jaffetilchin Investment Partners, LLC
N/A—103,031-103,031-100%$36.8M———
Capital Analysts, LLC
N/A—102,987-102,987-100%$36.8M———
Spinecap SAS
N/A—102,204-102,204-100%$36.5M———
Engineers Gate Manager LP
N/A—101,793-101,793-100%$36.4M———
America First Investment Advisors, LLC
N/A—101,223-101,223-100%$36.2M———
Sand Hill Global Advisors, LLC
N/A—101,056-101,056-100%$36.1M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—101,014-101,014-100%$36.1M———
Junto Capital Management LP
N/A—100,694-100,694-100%$36.0M———
University of Illinois Foundation
N/A—100,570-100,570-100%$35.9M———
Stratos Investment Management, LLC
N/A—100,202-100,202-100%$35.8M———
Buffalo Business & Estate Services LTD
N/A—100,130-100,130-100%$35.8M———
Global Endowment Management, LP
N/A—100,042-100,042-100%$35.8M———
Greenlea Lane Capital Management, LLC
N/A—100,035-100,035-100%$35.7M———
JBF Capital, Inc.
N/A—100,000-100,000-100%$35.7M———
California First Leasing Corp
N/A—99,900-99,900-100%$35.7M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—99,266-99,266-100%$35.5M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—99,020-99,020-100%$35.4M———
Kavar Capital Partners Group, LLC
N/A—98,917-98,917-100%$35.4M———
S-Bank Fund Management Ltd
N/A—98,837-98,837-100%$35.3M———
SlateStone Wealth, LLC
N/A—98,791-98,791-100%$35.3M———
Long Corridor Asset Management Ltd
N/A—98,616-98,616-100%$35.2M———
Octavia Wealth Advisors, LLC
N/A—98,255-98,255-100%$35.1M———
Ivory Union Consulting Ltd
N/A—97,994-97,994-100%$35.0M———
Hamilton Wealth, LLC
N/A—97,443-97,443-100%$34.8M———
Bridgeway Capital Management, LLC
N/A—97,432-97,432-100%$34.8M———
SVB Wealth LLC
N/A—96,957-96,957-100%$34.6M———
Circle Wealth Management, LLC
N/A—96,343-96,343-100%$34.4M———
Marco Investment Management LLC
N/A—95,256-95,256-100%$34.0M———
WS Management Lllp
N/A—95,112-95,112-100%$34.0M———
S&CO Inc
N/A—94,857-94,857-100%$33.9M———
Advisory Research Inc
N/A—94,824-94,824-100%$33.9M———
1ST Source Bank
N/A—94,605-94,605-100%$33.8M———
Jupiter Wealth Management LLC
N/A—94,305-94,305-100%$33.7M———
Millennium Management LLC
N/A—94,273-94,273-100%$33.7M———
Gladstone Institutional Advisory LLC
N/A—94,003-94,003-100%$33.6M———
Naviter Wealth, LLC
N/A—93,605-93,605-100%$33.5M———
Pettyjohn, Wood & White, Inc
N/A—93,534-93,534-100%$33.4M———
Delta Global Management LP
N/A—93,349-93,349-100%$33.4M———
Hamilton Capital Partners, LLC
N/A—92,474-92,474-100%$33.0M———
Manhattan West Asset Management, LLC
N/A—92,251-92,251-100%$33.0M———
Focus Partners Advisor Solutions, LLC
N/A—92,186-92,186-100%$32.9M———
Bogart Wealth, LLC
N/A—91,633-91,633-100%$32.7M———
Onex Canada Asset Management Inc.
N/A—91,630-91,630-100%$32.7M———
Grafton Street Partners Management Company, LLC
N/A—91,537-91,537-100%$32.7M———
Steigerwald, Gordon & Koch Inc.
N/A—91,449-91,449-100%$32.7M———
Strategic Global Advisors, LLC
N/A—91,011-91,011-100%$32.5M———
Dorsey & Whitney Trust Co LLC
N/A—91,005-91,005-100%$32.5M———
Smartleaf Asset Management LLC
N/A—90,237-90,237-100%$31.9M———
Siren, L.L.C.
N/A—90,000-90,000-100%$32.2M———
3G Capital Partners LP
N/A—90,000-90,000-100%$32.2M———
Miller Investment Management, LP
N/A—89,592-89,592-100%$32.0M———
Meiji Yasuda Life Insurance Co
N/A—89,580-89,580-100%$32.0M———
Cozad Asset Management Inc
N/A—89,364-89,364-100%$31.9M———
Bandera Partners LLC
N/A—89,322-89,322-100%$31.9M———
Atmos Capital Gestao de Recursos Ltda.
N/A—88,993-88,993-100%$31.8M———
Hutchinson Capital Management
N/A—88,790-88,790-100%$31.7M———
Peak Asset Management, LLC
N/A—88,779-88,779-100%$31.7M———
IHT Wealth Management, LLC
N/A—88,586-88,586-100%$31.7M———
Auxier Asset Management LLC
N/A—88,504-88,504-100%$31.6M———
Ancora Advisors LLCA
N/A—88,308-88,308-100%$31.6M———
New Age Alpha Advisors, LLC
N/A—88,288-88,288-100%$31.6M———
Brasada Capital Management, LP
N/A—88,055-88,055-100%$31.5M———
Bank of Nova Scotia Trust Co
N/A—87,844-87,844-100%$31.4M———
PFG Investments, LLC
N/A—87,842-87,842-100%$31.4M———
Family Manage LLC
N/A—87,578-87,578-100%$31.3M———
Titan Investment Solutions Ltd
N/A—87,475-87,475-100%$31.3M———
MayTech Global Investments, LLC
N/A—86,646-86,646-100%$31.0M———
Buckley Wealth Management, LLC
N/A—85,383-85,383-100%$30.5M———
BBR Partners, LLC
N/A—83,888-83,888-100%$30.0M———
IQ EQ Fund Management (Ireland) Ltd
N/A—83,695-83,695-100%$29.9M———
Evolve Private Wealth, LLC
N/A—83,602-83,602-100%$29.9M———
Clare Market Investments LLC
N/A—83,586-83,586-100%$29.9M———
Davidson Kempner Capital Management LP
N/A—83,286-83,286-100%$29.8M———
Altrafin AG
N/A—83,081-83,081-100%$29.7M———
Elk River Wealth Management LLC
N/A—83,070-83,070-100%$29.7M———
DV Trading LLC
N/A—82,874-82,874-100%$29.4M———
Prosperity Consulting Group, LLC
N/A—82,855-82,855-100%$29.6M———
Osborne Partners Capital Management, LLC
N/A—82,223-82,223-100%$29.4M———
Trivium Point Advisory, LLC
N/A—82,119-82,119-100%$29.3M———
Nicolet Bankshares Inc
N/A—81,850-81,850-100%$29.7M———
Selkirk Management LLC
N/A—81,275-81,275-100%$29.0M———
Sompo Asset Management Co., Ltd.
N/A—81,186-81,186-100%$29.0M———
Empower Advisory Group, LLC
N/A—81,026-81,026-100%$29.0M———
Advocacy Wealth Management, LLC
N/A—81,024-81,024-100%$29.0M———
Cumberland Partners Ltd
N/A—80,921-80,921-100%$28.9M———
Pine Valley Investments Ltd Liability Co
N/A—80,658-80,658-100%$28.8M———
Thoroughbred Financial Services, LLC
N/A—80,646-80,646-100%$28.8M———
AMS Capital Ltda
N/A—80,513-80,513-100%$28.8M———
Belpointe Asset Management LLC
N/A—80,255-80,255-100%$28.7M———
Aspen Grove Capital, LLC
N/A—80,154-80,154-100%$28.6M———
King Wealth Management Group
N/A—79,070-79,070-100%$28.3M———
TriCert Investment Counsel Inc.
N/A—78,496-78,496-100%$28.1M———
CIM, LLC
N/A—78,476-78,476-100%$28.0M———
M. Kulyk & Associates, LLC
N/A—78,391-78,391-100%$28.0M———
Krane Funds Advisors LLC
N/A—78,073-78,073-100%$27.9M———
NatWest Group plc
N/A—77,631-77,631-100%$27.7M———
Riverstone Advisors, LLC
N/A—77,140-77,140-100%$27.6M———
Lowe Brockenbrough & Co Inc
N/A—76,656-76,656-100%$27.4M———
Bridgewater Advisors Inc.
N/A—76,085-76,085-100%$28.4M———
Somerville Kurt F
N/A—75,282-75,282-100%$26.9M———
Burling Wealth Partners, LLC
N/A—75,177-75,177-100%$26.9M———
Positano Wealth Management Ltd
N/A—75,168-75,168-100%$26.9M———
Parallax Volatility Advisers, L.P.
N/A—75,153-75,153-100%$26.9M———
Columbus Hill Capital Management, L.P.
N/A—74,726-74,726-100%$26.7M———
Te Ahumairangi Investment Management Ltd
N/A—74,627-74,627-100%$26.7M———
Kidder Stephen W
N/A—74,451-74,451-100%$26.6M———
Benchstone Capital Management LP
N/A—74,450-74,450-100%$26.6M———
Palumbo Wealth Management LLC
N/A—74,288-74,288-100%$26.5M———
Capital & Planning, LLC
N/A—74,285-74,285-100%$26.5M———
Resources Management Corp
N/A—73,519-73,519-100%$26.3M———
Palisade Capital Management, LP
N/A—73,206-73,206-100%$26.2M———
Intellus Advisors LLC
N/A—72,630-72,630-100%$26.0M———
Northstar Group, Inc.
N/A—72,408-72,408-100%$25.9M———
Edentree Asset Management Ltd
N/A—72,200-72,200-100%$25.8M———
HBK Sorce Advisory LLC
N/A—72,019-72,019-100%$26.1M———
Hudson Value Partners, LLC
N/A—71,952-71,952-100%$25.7M———
Unison Asset Management LLC
N/A—71,896-71,896-100%$25.7M———
D L Carlson Investment Group Inc
N/A—71,640-71,640-100%$25.6M———
Cornerstone Advisory, LLC
N/A—71,543-71,543-100%$25.6M———
PYA Waltman Capital, LLC
N/A—71,337-71,337-100%$25.5M———
NWK Group, Inc.
N/A—70,846-70,846-100%$25.3M———
Aviso Financial Inc.
N/A—70,428-70,428-100%$25.2M———
Miramar Capital, LLC
N/A—70,410-70,410-100%$25.2M———
Laffer Tengler Investments, Inc.
N/A—70,198-70,198-100%$25.1M———
Coastal Bridge Advisors, LLC
N/A—70,013-70,013-100%$25.0M———
Headwater Capital Co Ltd
N/A—70,000-70,000-100%$25.0M———
North Star Asset Management Inc
N/A—69,594-69,594-100%$24.9M———
NorthRock Partners, LLC
N/A—69,038-69,038-100%$24.7M———
Northstar Asset Management Inc
N/A—68,922-68,922-100%$24.6M———
Stratos Wealth Advisors, LLC
N/A—68,878-68,878-100%$24.6M———
Stanley Capital Management, LLC
N/A—68,800-68,800-100%$24.6M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—68,351-68,351-100%$24.4M———
Geneos Wealth Management Inc.
N/A—68,232-68,232-100%$24.4M———
Puzo Michael J
N/A—67,922-67,922-100%$24.3M———
Hilton Capital Management, LLC
N/A—67,859-67,859-100%$24.3M———
Fora Capital, LLC
N/A—67,328-67,328-100%$24.0M———
Estabrook Capital Management
N/A—67,143-67,143-100%$24.0M———
Condor Capital Management
N/A—67,142-67,142-100%$24.0M———
Ibex Wealth Advisors
N/A—66,915-66,915-100%$23.9M———
Marietta Investment Partners LLC
N/A—66,583-66,583-100%$23.8M———
Kiley Juergens Wealth Management, LLC
N/A—66,453-66,453-100%$23.7M———
Harbour Investments, Inc.
N/A—65,943-65,943-100%$23.6M———
Octahedron Capital Management L.P.
N/A—65,700-65,700-100%$23.5M———
Donaldson Capital Management, LLC
N/A—65,689-65,689-100%$23.5M———
Ketron Financial
N/A—65,676-65,676-100%$23.5M———
Concord Investment Counsel Inc.
N/A—65,560-65,560-100%$23.0M———
Copos Capital B.V.
N/A—65,251-65,251-100%$23.3M———
SouthState Bank Corp
N/A—65,186-65,186-100%$23.3M———
Wittenberg Investment Management, Inc.
N/A—64,992-64,992-100%$23.2M———
Pure Financial Advisors, LLC
N/A—64,875-64,875-100%$23.2M———
AssuredPartners Investment Advisors, LLC
N/A—64,858-64,858-100%$23.2M———
Kovack Advisors, Inc.
N/A—63,635-63,635-100%$22.8M———
Anchor Investment Management, LLC
N/A—63,507-63,507-100%$22.7M———
Zhang Financial LLC
N/A—63,201-63,201-100%$22.6M———
Brevan Howard Capital Management LP
N/A—63,194-63,194-100%$22.6M———
Kids Capital Management, L.P.
N/A—63,000-63,000-100%$22.5M———
Cooper Creek Partners Management LLC
N/A—62,851-62,851-100%$22.5M———
MainStreet Investment Advisors LLC
N/A—62,711-62,711-100%$22.4M———
Centaurus Financial, Inc.
N/A—62,454-62,454-100%$22.3M———
Frec Markets, Inc.
N/A—61,816-61,816-100%$22.1M———
Lester Murray Antman dba SimplyRich
N/A—61,722-61,722-100%$22.1M———
Ironwood Investment Counsel, LLC
N/A—61,393-61,393-100%$21.9M———
Texas Yale Capital Corp.
N/A—61,373-61,373-100%$21.9M———
SPX Gestao de Recursos Ltda
N/A—61,250-61,250-100%$21.9M———
Delaney Dennis R
N/A—60,901-60,901-100%$21.8M———
Lakewood Capital Management, LP
N/A—60,580-60,580-100%$21.6M———
JT Stratford LLC
N/A—60,297-60,297-100%$21.5M———
K.J. Harrison & Partners Inc
N/A—60,134-60,134-100%$21.5M———
FourThought Financial Partners, LLC
N/A—60,051-60,051-100%$21.5M———
Chase Investment Counsel Corp
N/A—59,498-59,498-100%$21.3M———
Next Century Growth Investors LLC
N/A—59,493-59,493-100%$21.3M———
Trans-Canada Capital Inc.
N/A—59,396-59,396-100%$21.2M———
Addison Capital Co
N/A—59,290-59,290-100%$21.2M———
Haverford Financial Services, Inc.
N/A—58,780-58,780-100%$21.0M———
Sargent Investment Group, LLC
N/A—58,741-58,741-100%$21.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—58,577-58,577-100%$20.9M———
Hirtle & Co., LLC
N/A—58,405-58,405-100%$20.9M———
Hunter Perkins Capital Management, LLC
N/A—58,382-58,382-100%$20.9M———
Blue Sparrow, LLC
N/A—58,300-58,300-100%$20.8M———
Barrier Capital Management, LLC
N/A—58,204-58,204-100%$20.8M———
Nicola Wealth Management Ltd.
N/A—58,000-58,000-100%$20.7M———
Heritage Trust Co
N/A—57,919-57,919-100%$20.7M———
First Western Trust Bank
N/A—57,875-57,875-100%$20.7M———
Arete Wealth Advisors, LLC
N/A—57,726-57,726-100%$20.6M———
Rosenblum Silverman Sutton S F Inc
N/A—57,476-57,476-100%$20.5M———
Morse Asset Management, Inc
N/A—57,406-57,406-100%$20.5M———
Stonebridge Financial Group, LLC
N/A—57,321-57,321-100%$20.5M———
Tenor Capital Management Co., L.P.
N/A—57,000-57,000-100%$20.4M———
Hardy Reed LLC
N/A—56,840-56,840-100%$20.3M———
Ausdal Financial Partners, Inc.
N/A—56,435-56,435-100%$20.2M———
SOA Wealth Advisors, Llc.
N/A—56,427-56,427-100%$11.5M———
Moore Capital Management, LP
N/A—56,424-56,424-100%$20.2M———
Fiduciary Group, LLC
N/A—56,387-56,387-100%$20.2M———
Decatur Capital Management, Inc.
N/A—56,285-56,285-100%$20.1M———
Aquatic Capital Management LLC
N/A—55,940-55,940-100%$20.0M———
PCM Encore, LLC
N/A—55,762-55,762-100%$19.9M———
Icon Wealth Advisors, LLC
N/A—55,697-55,697-100%$19.9M———
Boyd Watterson Asset Management LLC
N/A—55,659-55,659-100%$19.9M———
Warther Private Wealth, LLC
N/A—55,547-55,547-100%$19.9M———
Institute for Wealth Management, Llc.
N/A—55,480-55,480-100%$19.8M———
Knollwood Investment Advisory, LLC
N/A—55,393-55,393-100%$19.8M———
Forum Finance Group S.A.
N/A—55,141-55,141-100%$15.9K———
Tower Bridge Advisors
N/A—55,051-55,051-100%$19.7M———
Frisch Financial Group, Inc.
N/A—55,024-55,024-100%$19.7M———
Fact Capital, LP
N/A—54,752-54,752-100%$19.6M———
Boston Family Office LLC
N/A—54,693-54,693-100%$19.5M———
SageView Advisory Group, LLC
N/A—54,222-54,222-100%$19.4M———
Mairs & Power Inc
N/A—54,128-54,128-100%$19.3M———
LRI Investments, LLC
N/A—54,044-54,044-100%$5.6M———
Clearstead Trust, LLC
N/A—53,837-53,837-100%$19.2M———
Resurgent Financial Advisors LLC
N/A—53,756-53,756-100%$19.2M———
Transcend Capital Advisors, LLC
N/A—53,626-53,626-100%$19.2M———
Qtron Investments LLC
N/A—53,519-53,519-100%$19.1M———
ProVise Management Group, LLC
N/A—53,410-53,410-100%$19.1M———
Graybill Wealth Management, Ltd.
N/A—53,331-53,331-100%$19.1M———
RiverFront Investment Group, LLC
N/A—53,298-53,298-100%$19.0M———
Baltimore-Washington Financial Advisors, Inc.
N/A—53,230-53,230-100%$19.0M———
Hilltop Holdings Inc.
N/A—53,164-53,164-100%$19.0M———
Hayek Kallen Investment Management
N/A—52,981-52,981-100%$18.9M———
Nwam LLC
N/A—52,954-52,954-100%$18.9M———
1248 Management, LLC
N/A—52,792-52,792-100%$18.9M———
Legacy Trust
N/A—52,660-52,660-100%$18.8M———
Makena Capital Management LLC
N/A—52,622-52,622-100%$18.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—52,357-52,357-100%$18.7M———
One Capital Management, LLC
N/A—52,245-52,245-100%$15.0M———
Menlo Advisors LLC
N/A—52,230-52,230-100%$18.7M———
Meridian Wealth Advisors, LLC
N/A—52,129-52,129-100%$18.6M———
GeoWealth Management, LLC
N/A—51,952-51,952-100%$18.6M———
Colonial Trust Co / SC
N/A—51,737-51,737-100%$18.5M———
Little House Capital LLC
N/A—51,645-51,645-100%$18.5M———
Gamco Investors, Inc. ET AL
N/A—51,623-51,623-100%$18.4M———
Roehl & Yi Investment Advisors, LLC
N/A—51,584-51,584-100%$2.9M———
Berger Financial Group, Inc
N/A—51,162-51,162-100%$18.3M———
Strategic Investment Advisors / MI
N/A—50,988-50,988-100%$18.2M———
Maven Securities LTD
N/A—50,814-50,814-100%$18.2M———
HighPoint Advisor Group LLC
N/A—50,708-50,708-100%$18.1M———
Martin Investment Management, LLC
N/A—50,682-50,682-100%$18.1M———
Seneca House Advisors
N/A—50,466-50,466-100%$18.0M———
L & S Advisors Inc
N/A—50,353-50,353-100%$18.0M———
Community Bank, N.A.
N/A—50,205-50,205-100%$17.9M———
Algert Global LLC
N/A—50,034-50,034-100%$17.9M———
RBF Capital, LLC
N/A—50,000-50,000-100%$17.9M———
Telemark Asset Management, LLC
N/A—50,000-50,000-100%$17.9M———
Dynasty Wealth Management, LLC
N/A—49,676-49,676-100%$17.8M———
Keel Point, LLC
N/A—49,445-49,445-100%$17.7M———
Sound View Wealth Advisors Group, LLC
N/A—49,269-49,269-100%$17.6M———
Knightsbridge Asset Management, LLC
N/A—48,980-48,980-100%$17.5M———
Monetary Management Group Inc
N/A—48,905-48,905-100%$17.5M———
Affinity Wealth Management LLC
N/A—48,831-48,831-100%$17.5M———
Wisconsin Capital Management LLC
N/A—48,576-48,576-100%$17.4M———
Spinnaker Trust
N/A—48,398-48,398-100%$17.3M———
Intrust Bank NA
N/A—48,241-48,241-100%$17.2M———
Bragg Financial Advisors, Inc
N/A—48,072-48,072-100%$17.2M———
Pennant Investors, LP
N/A—47,900-47,900-100%$17.1M———
Dearborn Partners LLC
N/A—47,821-47,821-100%$17.1M———
Saranac Partners Ltd
N/A—47,667-47,667-100%$17.0M———
Harbor Advisory Corp
N/A—47,634-47,634-100%$17.0M———
Zevin Asset Management LLC
N/A—47,537-47,537-100%$17.0M———
Canal Capital Management, LLC
N/A—47,031-47,031-100%$16.8M———
Ameritas Advisory Services, LLC
N/A—46,969-46,969-100%$16.8M———
Stamos Capital Partners, L.P.
N/A—46,870-46,870-100%$16.7M———
LM Advisors LLC
N/A—46,830-46,830-100%$16.7M———
Magellan Asset Management Ltd
N/A—46,773-46,773-100%$16.7M———
Florida Financial Advisors, LLC
N/A—46,646-46,646-100%$16.7M———
Scopus Asset Management, L.P.
N/A—46,600-46,600-100%$16.7M———
Checchi Capital Advisers, LLC
N/A—46,429-46,429-100%$16.6M———
PBCay One RSC Ltd
N/A—46,376-46,376-100%$16.6M———
Marble Wealth, LLC
N/A—46,321-46,321-100%$16.6M———
Black Creek Investment Management Inc.
N/A—46,231-46,231-100%$16.5M———
Spear Holdings RSC Ltd
N/A—46,229-46,229-100%$16.5M———
Holderness Investments Co
N/A—46,026-46,026-100%$16.4M———
Baldwin Investment Management, LLC
N/A—45,918-45,918-100%$16.4M———
Northwest & Ethical Investments L.P.
N/A—45,918-45,918-100%$16.4M———
Catalyst Financial Partners LLC
N/A—45,380-45,380-100%$16.2M———
Triavera Capital LLC
N/A—44,974-44,974-100%$16.1M———
Capital Group Investment Management Pte. Ltd.
N/A—44,647-44,647-100%$16.0M———
Horizon Investment Services, LLC
N/A—44,570-44,570-100%$15.9M———
Notis-McConarty Edward
N/A—44,557-44,557-100%$15.9M———
Harvey Capital Management Inc
N/A—44,491-44,491-100%$15.9M———
Smithfield Trust Co
N/A—44,406-44,406-100%$15.9M———
United Bank
N/A—44,306-44,306-100%$15.8M———
Everest Private Wealth
N/A—44,289-44,289-100%$15.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—44,253-44,253-100%$15.8M———
Aristides Capital LLC
N/A—44,118-44,118-100%$15.8M———
Scholtz & Company, LLC
N/A—44,010-44,010-100%$15.7M———
Guardian Wealth Advisors, LLC / NC
N/A—43,897-43,897-100%$15.7M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—43,800-43,800-100%$15.7M———
Elefante Mark B
N/A—43,733-43,733-100%$15.6M———
Brookwood Investment Group LLC
N/A—43,634-43,634-100%$15.6M———
Sona Asset Management (US) LLC
N/A—43,520-43,520-100%$15.6M———
Boston Research & Management Inc
N/A—43,406-43,406-100%$15.5M———
Mathes Company, Inc.
N/A—43,299-43,299-100%$15.5M———
Proficio Capital Partners LLC
N/A—43,130-43,130-100%$15.4M———
Concentric Capital Strategies, LP
N/A—43,070-43,070-100%$15.4M———
KP Management LLC
N/A—43,000-43,000-100%$15.4M———
Engle Capital Management, L.P.
N/A—42,968-42,968-100%$15.4M———
Winton Group Ltd
N/A—42,875-42,875-100%$15.3M———
Pine Ridge Advisers LLC
N/A—42,780-42,780-100%$15.3M———
Consolidated Portfolio Review Corp
N/A—42,780-42,780-100%$15.3M———
Light Street Capital Management, LLC
N/A—42,650-42,650-100%$15.2M———
Game Creek Capital, LP
N/A—42,575-42,575-100%$15.2M———
Polymer Capital Management (US) LLC
N/A—42,570-42,570-100%$15.2M———
Aristeia Capital, L.L.C.
N/A—42,500-42,500-100%$15.2M———
SCP Investment, LP
N/A—42,500-42,500-100%$15.2M———
Transamerica Financial Advisors, LLC
N/A—42,404-42,404-100%$15.2M———
Sierra Capital LLC
N/A—42,249-42,249-100%$15.1M———
Hyperion Capital Advisors LP
N/A—42,224-42,224-100%$15.1M———
Charter Research & Investment Group, Inc.
N/A—42,155-42,155-100%$15.1M———
Bank of Hawaii
N/A—42,144-42,144-100%$15.1M———
Altarock Partners LP
N/A—41,994-41,994-100%$15.0M———
Aimz Investment Advisors, LLC
N/A—41,959-41,959-100%$15.0M———
Taylor Hoffman Capital Management LLC
N/A—41,749-41,749-100%$14.9M———
Bearing Point Capital, LLC
N/A—41,701-41,701-100%$14.9M———
Performance Wealth Partners, LLC
N/A—41,510-41,510-100%$14.8M———
Zweig-DiMenna Associates LLC
N/A—41,450-41,450-100%$14.8M———
Colrain Capital LLC
N/A—41,430-41,430-100%$14.8M———
Rehmann Capital Advisory Group
N/A—41,416-41,416-100%$14.8M———
Mayflower Financial Advisors, LLC
N/A—41,093-41,093-100%$14.7M———
Rock Point Advisors, LLC
N/A—40,493-40,493-100%$14.5M———
Leavell Investment Management, Inc.
N/A—40,474-40,474-100%$14.5M———
Platform Wealth Management, LLC
N/A—40,323-40,323-100%$14.4M———
Headinvest, LLC
N/A—40,025-40,025-100%$14.3M———
MBB Public Markets I LLC
N/A—40,000-40,000-100%$14.3M———
Infusive Asset Management Inc.
N/A—39,993-39,993-100%$14.3M———
Peloton Wealth Strategists
N/A—39,915-39,915-100%$14.3M———
Ravenswood Partners LP
N/A—39,898-39,898-100%$14.3M———
Advisory Alpha, LLC
N/A—39,867-39,867-100%$14.2M———
Westend Capital Management, LLC
N/A—39,854-39,854-100%$14.2M———
KKM Financial LLC
N/A—39,844-39,844-100%$14.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—39,807-39,807-100%$14.2M———
Iconiq Capital, LLC
N/A—39,585-39,585-100%$14.1M———
Redwood Investment Management, LLC
N/A—39,337-39,337-100%$14.1M———
Chaney Capital Management, Inc.
N/A—39,060-39,060-100%$14.0M———
CVA Family Office, LLC
N/A—38,966-38,966-100%$13.9M———
Sustainable Insight Capital Management, LLC
N/A—38,953-38,953-100%$13.9M———
Tiptree Advisors, LLC
N/A—38,827-38,827-100%$13.9M———
Riho Partners, LLC
N/A—38,706-38,706-100%$13.8M———
Houlihan Financial Resource Group, Ltd.
N/A—38,278-38,278-100%$13.7M———
Fukoku Mutual Life Insurance Co
N/A—38,196-38,196-100%$13.7M———
Boothbay Fund Management, LLC
N/A—38,105-38,105-100%$13.6M———
AlpenGlobal Capital LLC
N/A—37,969-37,969-100%$13.6M———
IFC Advisors LLC
N/A—37,851-37,851-100%$13.5M———
Bulltick Wealth Management, LLC
N/A—37,849-37,849-100%$13.5M———
Natural Investments, LLC
N/A—37,638-37,638-100%$13.5M———
Bollard Group LLC
N/A—37,623-37,623-100%$13.4M———
Cvfg LLC
N/A—37,553-37,553-100%$13.4M———
Continuum Advisory, LLC
N/A—37,524-37,524-100%$13.4M———
LuminArx Capital Management LP
N/A—37,500-37,500-100%$1.9M———
First Foundation Advisors
N/A—37,494-37,494-100%$13.4M———
Gateway Wealth Partners, LLC
N/A—37,451-37,451-100%$13.4M———
Daybright Advisory Services, Inc.
N/A—37,448-37,448-100%$13.3M———
Westerkirk Capital Inc.
N/A—37,422-37,422-100%$13.4M———
Marble Harbor Investment Counsel, LLC
N/A—37,028-37,028-100%$13.2M———
Personal CFO Solutions, LLC
N/A—36,890-36,890-100%$13.0M———
JPL Wealth Management, LLC
N/A—36,753-36,753-100%$13.1M———
Trust Co of Kansas
N/A—36,704-36,704-100%$13.1M———
Avalon Trust Co
N/A—36,691-36,691-100%$13.1M———
SBI Okasan Asset Management Co.Ltd.
N/A—36,630-36,630-100%$13.0M———
Trustmark Bank Trust Department
N/A—36,496-36,496-100%$13.0M———
Kintra Wealth, LLC
N/A—36,384-36,384-100%$12.6M———
Maniro Ltd
N/A—36,345-36,345-100%$13.0M———
Adalta Capital Management LLC
N/A—36,279-36,279-100%$13.0M———
Sovereign Financial Group, Inc.
N/A—36,264-36,264-100%$13.0M———
Heartland Bank & Trust Co
N/A—36,154-36,154-100%$12.9M———
DF Dent & Co Inc
N/A—36,036-36,036-100%$12.9M———
Northstar Advisory Group, LLC
N/A—35,957-35,957-100%$12.8M———
Legacy Financial Advisors, Inc.
N/A—35,844-35,844-100%$12.8M———
L2 Asset Management, LLC
N/A—35,536-35,536-100%$12.7M———
Townsquare Capital LLC
N/A—35,531-35,531-100%$12.7M———
TRB Wealth Management, LLC
N/A—35,161-35,161-100%$12.6M———
Darden Wealth Group Inc
N/A—35,140-35,140-100%$12.6M———
Waterloo Capital, L.P.
N/A—35,088-35,088-100%$12.5M———
683 Capital Management, LLC
N/A—35,000-35,000-100%$12.5M———
Icici Prudential Asset Management Co Ltd
N/A—34,887-34,887-100%$12.5M———
Abbot Financial Management, Inc.
N/A—34,834-34,834-100%$12.4M———
Quent Capital, LLC
N/A—34,834-34,834-100%$12.4M———
Capital Advisors Inc
N/A—34,821-34,821-100%$12.4M———
Strait & Sound Wealth Management LLC
N/A—34,724-34,724-100%$12.4M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—34,557-34,557-100%$12.3M———
Black Swift Group, LLC
N/A—34,550-34,550-100%$12.3M———
PFC Capital Group, Inc.
N/A—34,532-34,532-100%$12.3M———
Hartford Funds Management Co LLC
N/A—34,477-34,477-100%$12.3M———
AMJ Financial Wealth Management
N/A—34,434-34,434-100%$9.9M———
Delta Investment Management, LLC
N/A—34,200-34,200-100%$12.2M———
Naman Capital Ltda
N/A—34,200-34,200-100%$12.2M———
Permanens Capital L.P.
N/A—34,113-34,113-100%$12.2M———
Wimmer Associates 1, LLC
N/A—33,991-33,991-100%$12.1M———
Roberts Glore & Co Inc
N/A—33,948-33,948-100%$12.1M———
Citizens Business Bank
N/A—33,685-33,685-100%$12.0M———
Johns Hopkins University
N/A—33,634-33,634-100%$12.0M———
Chelsea Counsel Co
N/A—33,546-33,546-100%$12.0M———
Silver OAK Securities, Incorporated
N/A—33,243-33,243-100%$11.9M———
Vela Investment Management, LLC
N/A—33,113-33,113-100%$11.8M———
Proactive Wealth Strategies LLC
N/A—33,012-33,012-100%$11.8M———
Dover Advisors, LLC
N/A—32,740-32,740-100%$10.2M———
RV Capital AG
N/A—32,520-32,520-100%$11.6M———
Hollencrest Capital Management
N/A—32,492-32,492-100%$11.6M———
Cardiff Park Advisors, LLC
N/A—32,487-32,487-100%$11.6M———
Wealth Alliance, LLC
N/A—32,368-32,368-100%$11.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—32,344-32,344-100%$11.6M———
Diamant Asset Management, Inc.
N/A—32,293-32,293-100%$11.5M———
Capstone Investment Advisors, LLC
N/A—32,227-32,227-100%$11.5M———
Avalon Global Asset Management LLC
N/A—32,200-32,200-100%$11.5M———
Keystone Financial Group
N/A—32,179-32,179-100%$11.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—32,037-32,037-100%$11.4M———
Elequin Capital, LP
N/A—31,963-31,963-100%$11.4M———
Wills Financial Group LLC
N/A—31,936-31,936-100%$11.4M———
Dumac, Inc.
N/A—31,935-31,935-100%$11.4M———
Quotient Wealth Partners, LLC
N/A—31,870-31,870-100%$11.4M———
SCS Capital Management LLC
N/A—31,844-31,844-100%$11.4M———
Perennial Investment Advisors, LLC
N/A—31,770-31,770-100%$11.4M———
SIG Brokerage, LP
N/A—31,719-31,719-100%$11.3M———
Dempze Nancy E
N/A—31,695-31,695-100%$11.3M———
Z3 Capital Partners, LLC
N/A—31,583-31,583-100%$11.3M———
Seaview Investment Managers LLC
N/A—31,567-31,567-100%$11.3M———
BOK Financial Private Wealth, Inc.
N/A—31,525-31,525-100%$11.3M———
Highview Capital Management LLC
N/A—31,466-31,466-100%$11.2M———
Castlefield Investment Partners LLP
N/A—31,353-31,353-100%$11.2M———
RB Capital Management, LLC
N/A—31,266-31,266-100%$11.2M———
Karani Asset Management LLC
N/A—31,100-31,100-100%$11.1M———
Private Wealth Asset Management, LLC
N/A—31,031-31,031-100%$11.1M———
Papamarkou Wellner Asset Management inc.
N/A—30,940-30,940-100%$8.9M———
McGowan Group Asset Management, Inc.
N/A—30,820-30,820-100%$11.0M———
Timber Creek Capital Management LLC
N/A—30,756-30,756-100%$11.0M———
Heritage Wealth Advisors
N/A—30,732-30,732-100%$11.0M———
Westmount Partners, LLC
N/A—30,699-30,699-100%$11.0M———
Blackhawk Capital Partners, LLC
N/A—30,620-30,620-100%$10.9M———
Walter & Keenan Wealth Management LLC
N/A—30,571-30,571-100%$10.9M———
Greykasell Wealth Strategies, Inc.
N/A—30,478-30,478-100%$10.9M———
Brentview Investment Management LLC
N/A—30,428-30,428-100%$10.9M———
Peninsula Asset Management Inc
N/A—30,426-30,426-100%$10.9M———
BlueCrest Capital Management Ltd
N/A—30,385-30,385-100%$10.9M———
Okabena Investment Services Inc
N/A—30,343-30,343-100%$10.8M———
Intrepid Capital Management Inc
N/A—29,896-29,896-100%$10.7M———
MJP Associates Inc
N/A—29,738-29,738-100%$10.6M———
East Coast Asset Management, Llc.
N/A—29,644-29,644-100%$10.6M———
Wealth Advisors of Tampa Bay, LLC
N/A—29,545-29,545-100%$10.6M———
Johnson Financial Group, Inc.
N/A—29,533-29,533-100%$10.6M———
Security National Bank of SO DAK
N/A—29,509-29,509-100%$10.5M———
Glen Eagle Advisors, LLC
N/A—29,455-29,455-100%$10.5M———
Founders Financial Alliance, LLC
N/A—29,437-29,437-100%$10.5M———
Bernicke Wealth Management, Ltd.
N/A—29,380-29,380-100%$10.5M———
FLC Capital Advisors
N/A—29,358-29,358-100%$10.5M———
Kultura Capital Management LP
N/A—29,255-29,255-100%$10.5M———
Pincus Capital Management, LP
N/A—29,108-29,108-100%$10.4M———
Monograph Wealth Advisors, LLC
N/A—29,097-29,097-100%$10.4M———
DV Equities, LLC
N/A—29,054-29,054-100%$10.4M———
Alteri Wealth LLC
N/A—28,875-28,875-100%$10.3M———
Stokes Family Office, LLC
N/A—28,812-28,812-100%$10.3M———
Smith, Moore & Co.
N/A—28,718-28,718-100%$10.3M———
Auxano Advisors, LLC
N/A—28,713-28,713-100%$10.3M———
Peregrine Asset Advisers, Inc.
N/A—28,672-28,672-100%$10.2M———
First Commonwealth Financial Corp
N/A—28,648-28,648-100%$10.2M———
American Money Management, LLC
N/A—28,540-28,540-100%$10.2M———
OneAscent Financial Services LLC
N/A—28,470-28,470-100%$10.2M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—28,451-28,451-100%$10.6M———
CIM Investment Management Inc
N/A—28,409-28,409-100%$10.2M———
Wealthedge Investment Advisors, LLC
N/A—28,348-28,348-100%$10.1M———
Ellevest, Inc.
N/A—28,322-28,322-100%$10.0M———
Petrus Trust Company, LTA
N/A—28,277-28,277-100%$10.1M———
Heartland Advisors Inc
N/A—28,144-28,144-100%$10.1M———
Sagewood Asset Management LP
N/A—28,132-28,132-100%$10.1M———
Prospect Hill Management, LLC
N/A—28,020-28,020-100%$10.0M———
Wellspring Financial Advisors, LLC
N/A—27,924-27,924-100%$10.0M———
Polen Capital Management LLC
N/A—27,810-27,810-100%$9.9M———
Seascape Capital Management
N/A—27,767-27,767-100%$9.9M———
First National Advisers, LLC
N/A—27,550-27,550-100%$9.8M———
Security National Bank of Sioux City Iowa
N/A—27,451-27,451-100%$9.8M———
Zions Bancorporation, National Association
N/A—27,370-27,370-100%$9.8M———
Kirtland Hills Capital Management, LLC
N/A—27,315-27,315-100%$9.8M———
Fort Point Capital Partners LLC
N/A—27,301-27,301-100%$9.8M———
CFO4Life Group, LLC
N/A—27,287-27,287-100%$9.8M———
Calydon Capital
N/A—27,238-27,238-100%$9.7M———
Red Door Wealth Management, LLC
N/A—27,238-27,238-100%$9.7M———
Boxwood Ventures, Inc.
N/A—26,888-26,888-100%$9.5M———
White Pine Capital LLC
N/A—26,885-26,885-100%$9.6M———
Broadwater Capital Management LLC
N/A—26,755-26,755-100%$9.6M———
Cambient Family Office, LLC
N/A—26,702-26,702-100%$9.5M———
Conway Capital Management, Inc.
N/A—26,538-26,538-100%$9.5M———
Union Heritage Capital, LLC
N/A—26,520-26,520-100%$9.5M———
Ethos Financial Group, LLC
N/A—26,463-26,463-100%$9.1M———
Drive Wealth Management, LLC
N/A—26,321-26,321-100%$9.4M———
Granite Harbor Advisors, Inc.
N/A—26,207-26,207-100%$9.4M———
Highbridge Capital Management LLC
N/A—26,175-26,175-100%$9.4M———
Vickerman Investment Advisors, Inc.
N/A—26,131-26,131-100%$9.3M———
NewSquare Capital LLC
N/A—26,128-26,128-100%$9.3M———
Bay Rivers Group
N/A—26,061-26,061-100%$9.3M———
Prasad Wealth Partners, LLC
N/A—25,962-25,962-100%$9.3M———
Perry Creek Capital LP
N/A—25,918-25,918-100%$9.3M———
Trivant Custom Portfolio Group, LLC
N/A—25,787-25,787-100%$9.2M———
Legend Capital Advisors LLC
N/A—25,754-25,754-100%$9.2M———
LHM, Inc.
N/A—25,522-25,522-100%$9.1M———
Tradition Wealth Management, LLC
N/A—25,519-25,519-100%$9.1M———
Intellectus Partners, LLC
N/A—25,513-25,513-100%$9.1M———
Pinnbrook Capital Management LP
N/A—25,440-25,440-100%$9.1M———
Fortis Group Advisors, LLC
N/A—25,419-25,419-100%$9.1M———
Kerrisdale Advisers, LLC
N/A—25,412-25,412-100%$9.1M———
Coppell Advisory Solutions LLC
N/A—25,379-25,379-100%$10.2K———
Christine Messmer PC
N/A—25,295-25,295-100%$9.0M———
Royal Capital Wealth Management, LLC
N/A—25,289-25,289-100%$9.0M———
Annandale Capital, LLC
N/A—25,274-25,274-100%$9.0M———
WealthShield Partners, LLC
N/A—25,258-25,258-100%$9.0M———
Field & Main Bank
N/A—25,232-25,232-100%$9.0M———
University of Wisconsin Foundation
N/A—25,154-25,154-100%$9.0M———
Basecamp Wealth Advisors LLC
N/A—25,127-25,127-100%$9.0M———
Keebeck Wealth Management
N/A—24,978-24,978-100%$8.9M———
West Family Investments, Inc.
N/A—24,935-24,935-100%$8.9M———
GKV Capital Management Co., Inc.
N/A—24,906-24,906-100%$8.9M———
Asahi Life Asset Management Co., Ltd.
N/A—24,884-24,884-100%$8.9M———
Beacon Harbor Wealth Advisors, Inc.
N/A—24,836-24,836-100%$8.8M———
Klcm Advisors, Inc.
N/A—24,810-24,810-100%$8.9M———
Rothschild Wealth LLC
N/A—24,761-24,761-100%$8.8M———
Xcelsior Advisor Partners LLC
N/A—24,697-24,697-100%$8.8M———
Fort Sheridan Advisors LLC
N/A—24,667-24,667-100%$8.8M———
Boundless Plain Holdings Ltd
N/A—24,500-24,500-100%$8.8M———
Integrated Quantitative Investments LLC
N/A—24,487-24,487-100%$8.8M———
Barometer Capital Management Inc.
N/A—24,109-24,109-100%$8.6M———
FAS Wealth Partners, Inc.
N/A—24,101-24,101-100%$8.6M———
Callahan Advisors, LLC
N/A—24,092-24,092-100%$8.6M———
Sfmg, LLC
N/A—24,052-24,052-100%$8.6M———
Banco de Sabadell, S.a
N/A—24,048-24,048-100%$8.6M———
New Insight Wealth Advisors
N/A—24,029-24,029-100%$8.6M———
Regal Investment Advisors LLC
N/A—24,021-24,021-100%$8.6M———
Vanguard National Trust Co
N/A—24,017-24,017-100%$8.6M———
Southeast Asset Advisors, LLC
N/A—23,908-23,908-100%$8.5M———
Palmer Knight Co
N/A—23,826-23,826-100%$8.5M———
Bienville Capital Management, LLC
N/A—23,812-23,812-100%$8.5M———
Crews Bank & Trust
N/A—23,762-23,762-100%$8.5M———
Ashford Capital Management Inc
N/A—23,691-23,691-100%$8.5M———
Westbourne Investments, Inc.
N/A—23,688-23,688-100%$8.5M———
Valmark Advisers, Inc.
N/A—23,682-23,682-100%$8.5M———
Nvest Financial, LLC
N/A—23,493-23,493-100%$8.4M———
Camarda Financial Advisors, LLC
N/A—23,353-23,353-100%$8.3M———
Kesler, Norman & Wride, LLC
N/A—23,340-23,340-100%$8.3M———
Runnymede Capital Advisors, Inc.
N/A—23,311-23,311-100%$8.3M———
Vega Investment Solutions
N/A—23,295-23,295-100%$8.3M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—23,273-23,273-100%$8.3M———
Wealth Management Associates, Inc.
N/A—23,239-23,239-100%$8.3M———
TFR Capital, Llc.
N/A—23,195-23,195-100%$8.3M———
Beckerman Institutional, LLC
N/A—23,183-23,183-100%$8.3M———
Roundview Capital LLC
N/A—23,160-23,160-100%$8.3M———
Intrinsic Value Partners, LLC
N/A—23,144-23,144-100%$8.3M———
Contrarius Group Holdings Ltd
N/A—23,128-23,128-100%$8.3M———
CNB Bank
N/A—23,123-23,123-100%$8.3M———
Advisors Preferred, LLC
N/A—23,050-23,050-100%$8.3M———
Connable Office Inc
N/A—23,024-23,024-100%$8.2M———
Wilmar Advisors LLC
N/A—23,000-23,000-100%$8.2M———
Coastwise Capital Group, LLC
N/A—22,995-22,995-100%$8.1M———
Bedel Financial Consulting, Inc.
N/A—22,888-22,888-100%$8.2M———
Sandro Wealth Management LLC
N/A—22,760-22,760-100%$8.1M———
Prestige Wealth Management Group LLC
N/A—22,643-22,643-100%$8.1M———
Potentia Wealth
N/A—22,610-22,610-100%$8.1M———
Mosaic Family Wealth Partners, LLC
N/A—22,599-22,599-100%$8.1M———
Untitled Investments LP
N/A—22,584-22,584-100%$8.1M———
Eaton Financial Holdings Company, LLC
N/A—22,517-22,517-100%$8.0M———
Northwest Bancshares, Inc.
N/A—22,497-22,497-100%$8.0M———
Himension Capital (Singapore) Pte. Ltd.
N/A—22,466-22,466-100%$8.0M———
DCM Advisors, LLC
N/A—22,289-22,289-100%$7.8M———
Hall Capital Management Co Inc
N/A—22,193-22,193-100%$7.9M———
TAGStone Capital, Inc.
N/A—22,008-22,008-100%$7.9M———
Morton Community Bank
N/A—22,000-22,000-100%$7.9M———
North Dallas Bank & Trust Co
N/A—21,929-21,929-100%$7.8M———
Dougherty & Associates, LLC
N/A—21,852-21,852-100%$7.8M———
Sivia Capital Partners, LLC
N/A—21,837-21,837-100%$7.8M———
Evergreen Wealth Management, LLC
N/A—21,813-21,813-100%$7.8M———
Accent Capital Management, LLC
N/A—21,793-21,793-100%$7.7M———
Crewe Advisors LLC
N/A—21,790-21,790-100%$7.8M———
Private Advisory Group LLC
N/A—21,778-21,778-100%$7.8M———
US Asset Management LLC
N/A—21,774-21,774-100%$7.8M———
Weik Capital Management
N/A—21,706-21,706-100%$7.8M———
SHP Wealth Management
N/A—21,550-21,550-100%$7.7M———
BCS Private Wealth Management, Inc.
N/A—21,537-21,537-100%$7.7M———
Kettle Hill Capital Management, LLC
N/A—21,526-21,526-100%$7.7M———
Bernard Wealth Management Corp.
N/A—21,512-21,512-100%$7.7M———
Advyzon Investment Management, LLC
N/A—21,491-21,491-100%$7.7M———
Legato Capital Management LLC
N/A—21,470-21,470-100%$7.7M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—21,447-21,447-100%$7.7M———
Fortune Financial Advisors, LLC
N/A—21,443-21,443-100%$7.7M———
Brooks, Moore & Associates, Inc.
N/A—21,375-21,375-100%$7.6M———
Chesapeake Wealth Management
N/A—21,348-21,348-100%$7.6M———
Pitcairn Wealth Advisors LLC
N/A—21,345-21,345-100%$7.6M———
Astoria Portfolio Advisors Llc.
N/A—21,308-21,308-100%$7.6M———
Main Street Financial Solutions, LLC
N/A—21,265-21,265-100%$7.6M———
Wharton Business Group, LLC
N/A—21,181-21,181-100%$17.6M———
Alan B Lancz & Associates, Inc.
N/A—21,126-21,126-100%$7.5M———
Noked Israel Ltd
N/A—21,000-21,000-100%$7.5M———
Ally Financial Inc.
N/A—21,000-21,000-100%$7.5M———
Cambria Investment Management, L.P.
N/A—20,959-20,959-100%$7.5M———
Hodges Capital Management Inc.
N/A—20,828-20,828-100%$7.4M———
Blue Edge Capital, LLC
N/A—20,724-20,724-100%$7.4M———
Cape ANN Savings Bank
N/A—20,703-20,703-100%$7.4M———
Ratan Capital Management LP
N/A—20,697-20,697-100%$7.4M———
U S Wealth Group, Llc.
N/A—20,658-20,658-100%$7.8M———
Range Advisory, LLC
N/A—20,651-20,651-100%$7.4M———
Benchmark Investment Advisors LLC
N/A—20,565-20,565-100%$7.3M———
Rockbridge Asset Management LLC
N/A—20,544-20,544-100%$7.3M———
Mission Creek Capital Partners, Inc.
N/A—20,533-20,533-100%$7.3M———
Dorsey Wright & Associates
N/A—20,532-20,532-100%$7.3M———
Jump Financial, LLC
N/A—20,512-20,512-100%$7.3M———
BTG Pactual Asset Management US LLC
N/A—20,479-20,479-100%$7.3M———
Precision Wealth Strategies, LLC
N/A—20,475-20,475-100%$7.3M———
Tiaa Trust, National Association
N/A—20,461-20,461-100%$7.3M———
Brave Warrior Advisors, LLC
N/A—20,258-20,258-100%$7.2M———
Seven Springs Wealth Group, LLC
N/A—20,249-20,249-100%$7.2M———
Lcnb Corp
N/A—20,238-20,238-100%$7.2M———
LMR Partners LLP
N/A—20,211-20,211-100%$7.2M———
Core Alternative Capital
N/A—20,127-20,127-100%$7.2M———
TRU Independence Asset Management 2, LLC
N/A—20,121-20,121-100%$7.2M———
M3 Wealth Management, LLC
N/A—20,108-20,108-100%$7.2M———
Pennant Select, LLC
N/A—20,100-20,100-100%$7.2M———
Bellars Harris Wealth Management, LLC
N/A—20,034-20,034-100%$7.2M———
17 Capital Partners, LLC
N/A—20,005-20,005-100%$7.1M———
Kamunting Street Capital Management, L.P.
N/A—20,000-20,000-100%$7.1M———
Earned Wealth Advisors, LLC
N/A—19,985-19,985-100%$7.1M———
Wulff, Hansen & Co.
N/A—19,929-19,929-100%$7.1M———
Sittner & Nelson, LLC
N/A—19,898-19,898-100%$7.1M———
GFI Investment Counsel Ltd.
N/A—19,829-19,829-100%$7.1M———
Cascades Capital Asset Management, LLC
N/A—19,817-19,817-100%$7.1M———
NCM Capital Management, LLC
N/A—19,788-19,788-100%$7.1M———
SSA Swiss Advisors AG
N/A—19,770-19,770-100%$7.1M———
Limestone Investment Advisors LP
N/A—19,738-19,738-100%$7.1M———
New Republic Capital, LLC
N/A—19,702-19,702-100%$7.0M———
Prospect Financial Services LLC
N/A—19,688-19,688-100%$7.0M———
Figure 8 Investment Strategies LLC
N/A—19,681-19,681-100%$7.0M———
Peak Retirement Planning, Inc.
N/A—19,651-19,651-100%$7.0M———
American Trust
N/A—19,634-19,634-100%$7.0M———
Mirabaud Asset Management Ltd
N/A—19,459-19,459-100%$6.9M———
Berkshire Asset Management LLC
N/A—19,451-19,451-100%$7.0M———
Tyche Wealth Partners LLC
N/A—19,443-19,443-100%$6.9M———
RNC Capital Management LLC
N/A—19,312-19,312-100%$6.9M———
South Plains Financial, Inc.
N/A—19,207-19,207-100%$6.9M———
Jacobson & Schmitt Advisors, LLC
N/A—19,197-19,197-100%$6.9M———
Peak Planning Group, LLC
N/A—19,156-19,156-100%$6.8M———
Integrated Investment Consultants, LLC
N/A—19,110-19,110-100%$6.8M———
Madison Wealth Partners, Inc
N/A—19,021-19,021-100%$6.8M———
Cercano Management LLC
N/A—18,993-18,993-100%$6.8M———
Arbor Trust Wealth Advisors, LLC
N/A—18,917-18,917-100%$6.8M———
Oxford Financial Group, Ltd. LLC
N/A—18,799-18,799-100%$6.7M———
Drucker Wealth 3.0, LLC
N/A—18,741-18,741-100%$6.7M———
Park Place Capital Corp
N/A—18,626-18,626-100%$6.7M———
Fairview Capital Investment Management, LLC
N/A—18,573-18,573-100%$6.6M———
VeraBank, N.A.
N/A—18,497-18,497-100%$6.6M———
Bridger Management, LLC
N/A—18,488-18,488-100%$6.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—18,474-18,474-100%$6.6M———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—18,470-18,470-100%$6.6M———
BSW Wealth Partners
N/A—18,466-18,466-100%$6.6M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—18,422-18,422-100%$6.6M———
Migdal Insurance & Financial Holdings Ltd.
N/A—18,394-18,394-100%$6.5M———
Mason & Associates Inc
N/A—18,391-18,391-100%$6.6M———
Alta Wealth Advisors LLC
N/A—18,328-18,328-100%$6.5M———
Aft, Forsyth & Sober, LLC
N/A—18,300-18,300-100%$5.3M———
Allred Capital Management, LLC
N/A—18,293-18,293-100%$6.5M———
Cary Street Partners Investment Advisory LLC
N/A—18,221-18,221-100%$6.5M———
Legacy Edge Advisors, LLC
N/A—18,111-18,111-100%$6.5M———
1776 Wealth LLC
N/A—18,109-18,109-100%$6.5M———
St. Nicholas Private Asset Management, Inc
N/A—17,984-17,984-100%$6.4M———
Doheny Asset Management
N/A—17,952-17,952-100%$6.4M———
Snowwater Investment Partners, LLC
N/A—17,914-17,914-100%$6.4M———
Everpar Advisors LLC
N/A—17,889-17,889-100%$6.4M———
Atlas Capital Advisors Inc.
N/A—17,862-17,862-100%$6.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—17,821-17,821-100%$6.4M———
Ceeto Capital Group, LLC
N/A—17,770-17,770-100%$6.4M———
Godshalk Welsh Capital Management, Inc.
N/A—17,769-17,769-100%$6.4M———
Magnolia Capital Advisors LLC
N/A—17,700-17,700-100%$6.3M———
CM Wealth Advisors LLC
N/A—17,679-17,679-100%$6.3M———
Emerald Advisers, LLC
N/A—17,642-17,642-100%$6.3M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—17,627-17,627-100%$6.3M———
Garrison Point Advisors, LLC
N/A—17,618-17,618-100%$6.3M———
Cascade Financial Partners, LLC
N/A—17,578-17,578-100%$6.3M———
Empire Financial Management Company, LLC
N/A—17,515-17,515-100%$6.3M———
CCG Wealth Management, LLC
N/A—17,418-17,418-100%$6.2M———
Purkiss Capital Advisors LLC
N/A—17,295-17,295-100%$6.2M———
Emissary Wealth LLC
N/A—17,250-17,250-100%$6.2M———
American Trust Investment Advisors, LLC
N/A—17,218-17,218-100%$6.2M———
Oder Investment Management, LLC
N/A—17,195-17,195-100%$6.1M———
Pgim Custom Harvest LLC
N/A—17,187-17,187-100%$6.1M———
Riverview Capital Advisers, LLC
N/A—17,151-17,151-100%$6.1M———
Pioneer Trust Bank N A
N/A—17,119-17,119-100%$6.1M———
Audent Global Asset Management, LLC
N/A—17,095-17,095-100%$6.1M———
Lionhunter Capital Management, LLC
N/A—17,036-17,036-100%$6.1M———
Tiemann Investment Advisors, LLC
N/A—17,024-17,024-100%$6.1M———
Shellback Capital, LP
N/A—17,000-17,000-100%$6.1M———
M3 Advisory Group, LLC
N/A—16,986-16,986-100%$6.1M———
Lbmc Investment Advisors, LLC
N/A—16,963-16,963-100%$6.1M———
AFT, Forsyth & Company, Inc.
N/A—16,950-16,950-100%$6.1M———
Twin Tree Management, LP
N/A—16,927-16,927-100%$6.0M———
O'rourke & Company, Inc
N/A—16,882-16,882-100%$6.0M———
Ramirez Asset Management, Inc.
N/A—16,862-16,862-100%$6.0M———
Private Capital Management, LLC
N/A—16,853-16,853-100%$6.0M———
Orleans Capital Management Corp
N/A—16,825-16,825-100%$6.0M———
Tulsa Wealth Advisors, Inc
N/A—16,811-16,811-100%$6.0M———
LEE Johnson Capital Management, LLC
N/A—16,810-16,810-100%$6.0M———
Stevens Capital Management LP
N/A—16,769-16,769-100%$6.0M———
Peregrine Investment Management Inc
N/A—16,680-16,680-100%$6.0M———
Cedar Wealth Management, LLC
N/A—16,658-16,658-100%$6.0M———
Samara Investment Management, LLC
N/A—16,616-16,616-100%$5.9M———
FFT Wealth Management LLC
N/A—16,557-16,557-100%$5.9M———
Truvestments Capital LLC
N/A—16,555-16,555-100%$5.9M———
Cetera Trust Company, N.a
N/A—16,423-16,423-100%$5.9M———
Invst, LLC
N/A—16,391-16,391-100%$5.9M———
Kensington Investment Counsel, LLC
N/A—16,349-16,349-100%$5.8M———
Garden State Investment Advisory Services LLC
N/A—16,324-16,324-100%$5.8M———
Asset Management Group, Inc.
N/A—16,280-16,280-100%$5.8M———
Chancellor Financial Group WB LP
N/A—16,225-16,225-100%$5.8M———
Waddell & Associates, LLC
N/A—16,156-16,156-100%$5.8M———
Voya Financial Advisors, Inc.
N/A—16,153-16,153-100%$5.7M———
Argent Advisors, Inc.
N/A—16,145-16,145-100%$5.8M———
Blackstone Inc.
N/A—16,106-16,106-100%$5.8M———
Glassy Mountain Advisors, Inc.
N/A—16,077-16,077-100%$5.7M———
Vectors Research Management, LLC
N/A—16,054-16,054-100%$5.7M———
Sterneck Capital Management, LLC
N/A—16,048-16,048-100%$5.7M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—16,039-16,039-100%$5.7M———
Compass Capital Corp
N/A—16,030-16,030-100%$5.6M———
AXA S.A.
N/A—16,017-16,017-100%$5.0M———
Lynwood Price Capital Management LP
N/A—16,000-16,000-100%$5.7M———
Cyber Hornet ETFs LLC
N/A—15,983-15,983-100%$5.7M———
Blackhill Capital Inc
N/A—15,980-15,980-100%$5.7M———
Granite Bay Wealth Management, LLC
N/A—15,926-15,926-100%$5.7M———
Keynote Financial Services LLC
N/A—15,861-15,861-100%$5.7M———
One Wealth Management Investment & Advisory Services, LLC
N/A—15,832-15,832-100%$5.7M———
Goldstone Financial Group, LLC
N/A—15,820-15,820-100%$5.7M———
Satovsky Asset Management LLC
N/A—15,785-15,785-100%$5.6M———
Schulhoff & Co Inc
N/A—15,765-15,765-100%$5.6M———
DoubleLine ETF Adviser LP
N/A—15,700-15,700-100%$5.6M———
Partners Capital Investment Group, LLP
N/A—15,635-15,635-100%$5.6M———
IKE Capital, LLC
N/A—15,616-15,616-100%$5.6M———
Longitude (Cayman) Ltd.
N/A—15,600-15,600-100%$5.6M———
Elkhorn Partners Limited Partnership
N/A—15,600-15,600-100%$5.6M———
NCP Inc.
N/A—15,500-15,500-100%$5.5M———
EagleClaw Capital Managment, LLC
N/A—15,432-15,432-100%$5.5M———
American Financial Advisors, LLC
N/A—15,360-15,360-100%$5.5M———
BlackDiamond Wealth Management, LLC
N/A—15,354-15,354-100%$5.5M———
Tenere Capital LLC
N/A—15,336-15,336-100%$5.5M———
Jain Global LLC
N/A—15,309-15,309-100%$5.5M———
PJT Investments Corp.
N/A—15,267-15,267-100%$5.5M———
Caerus Investment Advisors, LLC
N/A—15,262-15,262-100%$5.5M———
Beaton Management Co. Inc.
N/A—15,262-15,262-100%$5.5M———
SWP Investment Management LLC
N/A—15,255-15,255-100%$5.5M———
Bank OZK
N/A—15,245-15,245-100%$5.4M———
Tevis Investment Management
N/A—15,235-15,235-100%$5.4M———
Graham Capital Management, L.P.
N/A—15,210-15,210-100%$5.4M———
IFG Advisory, LLC
N/A—15,183-15,183-100%$5.4M———
Osprey Private Wealth LLC
N/A—15,118-15,118-100%$5.4M———
Evernest Financial Advisors, LLC
N/A—15,117-15,117-100%$5.4M———
CacheTech Inc.
N/A—15,107-15,107-100%$5.4M———
Affinity Investment Advisors, LLC
N/A—15,042-15,042-100%$5.4M———
Strive Financial Group,LLC
N/A—15,034-15,034-100%$5.4M———
Sandy Cove Advisors, LLC
N/A—15,033-15,033-100%$5.4M———
Sequent Planning LLC
N/A—14,996-14,996-100%$5.4M———
Delphi Financial Group, Inc.
N/A—14,950-14,950-100%$5.3M———
Seeds Investor LLC
N/A—14,928-14,928-100%$5.3M———
Galilei Investment Office LLP
N/A—14,900-14,900-100%$5.3M———
Ninepoint Partners LP
N/A—14,886-14,886-100%$5.3M———
Quinn Opportunity Partners LLC
N/A—14,843-14,843-100%$5.3M———
Empirical Asset Management, LLC
N/A—14,815-14,815-100%$5.3M———
Kapstone Financial Advisors LLC
N/A—14,812-14,812-100%$5.3M———
Polymer Capital Management (HK) LTD
N/A—14,798-14,798-100%$5.3M———
Quantbot Technologies LP
N/A—14,780-14,780-100%$5.3M———
Darwin Wealth Management, LLC
N/A—14,743-14,743-100%$5.3M———
PIN OAK Investment Advisors Inc
N/A—14,523-14,523-100%$5.2M———
Ballast Advisors LLC
N/A—14,453-14,453-100%$5.2M———
Laraway Financial Advisors Inc
N/A—14,393-14,393-100%$5.1M———
Lansing Street Advisors
N/A—14,385-14,385-100%$5.1M———
Meadowbrook Advisors Group, LLC
N/A—14,271-14,271-100%$5.1M———
LaSalle St. Investment Advisors, LLC
N/A—14,270-14,270-100%$5.1M———
Pasadena Private Wealth, LLC
N/A—14,255-14,255-100%$5.1M———
Hexagon Capital Partners LLC
N/A—14,233-14,233-100%$5.1M———
Madison Asset Management, LLC
N/A—14,214-14,214-100%$5.1M———
Wrapmanager Inc
N/A—14,200-14,200-100%$5.1M———
Legacy Wealth Advisors, LLC
N/A—14,172-14,172-100%$5.1M———
Ranch Capital Advisors Inc.
N/A—14,162-14,162-100%$5.1M———
Reyl & Cie S.A.
N/A—14,157-14,157-100%$4.1M———
Navalign, LLC
N/A—14,133-14,133-100%$5.1M———
Stoneridge Investment Partners LLC
N/A—14,084-14,084-100%$5.0M———
Invictus Private Wealth, LLC
N/A—14,082-14,082-100%$5.0M———
RiverPark Advisors, LLC
N/A—14,011-14,011-100%$5.0M———
City National Bank of Florida
N/A—13,997-13,997-100%$5.0M———
Hilltop Partners LLC
N/A—13,905-13,905-100%$5.0M———
BW Gestao de Investimentos Ltda.
N/A—13,849-13,849-100%$4.9M———
Sharpepoint LLC
N/A—13,846-13,846-100%$4.9M———
White Knight Strategic Wealth Advisors, LLC
N/A—13,839-13,839-100%$4.9M———
Norris Financial Group, LLC
N/A—13,761-13,761-100%$4.9M———
Stonebrook Private Inc.
N/A—13,750-13,750-100%$4.9M———
Wiser Advisor Group LLC
N/A—13,675-13,675-100%$4.9M———
LeClair Wealth Partners LLC
N/A—13,674-13,674-100%$4.9M———
CMT Capital Markets Trading GmbH
N/A—13,620-13,620-100%$4.9M———
Raelipskie Partnership
N/A—13,579-13,579-100%$4.9M———
Legacy Capital Group California, Inc.
N/A—13,572-13,572-100%$4.9M———
Wealthquest Corp
N/A—13,571-13,571-100%$4.8M———
Private Harbour Investment Management & Counsel, LLC
N/A—13,544-13,544-100%$4.8M———
Niles Investment Management, LLC
N/A—13,530-13,530-100%$4.8M———
Menard Financial Group LLC
N/A—13,513-13,513-100%$4.8M———
Titiun Yejiel
N/A—13,506-13,506-100%$4.8M———
Farmers National Bank
N/A—13,458-13,458-100%$4.8M———
Summit Wealth & Retirement Planning, Inc.
N/A—13,430-13,430-100%$4.8M———
Kelman-Lazarov, Inc.
N/A—13,416-13,416-100%$4.8M———
Fortis Capital Management LLC
N/A—13,288-13,288-100%$4.7M———
Kane Investment Management, Inc.
N/A—13,271-13,271-100%$4.7M———
Knuff & Co LLC
N/A—13,135-13,135-100%$4.7M———
Khazanah Nasional Berhad
N/A—13,082-13,082-100%$4.7M———
Matters Capital LLC
N/A—13,081-13,081-100%$4.7M———
Traub Capital Management LLC
N/A—13,034-13,034-100%$4.7M———
Fortis Capital Advisors, LLC
N/A—13,023-13,023-100%$4.7M———
Ponta Wealth Partners, LLC
N/A—12,997-12,997-100%$4.6M———
Future Fund LLC
N/A—12,987-12,987-100%$4.6M———
Opal Capital LLC
N/A—12,961-12,961-100%$4.6M———
Bank of Marin
N/A—12,940-12,940-100%$4.6M———
Mawer Investment Management Ltd.
N/A—12,877-12,877-100%$4.6M———
Shay Capital LLC
N/A—12,850-12,850-100%$4.6M———
Inkwell Capital LLC
N/A—12,820-12,820-100%$4.6M———
Operose Advisors LLC
N/A—12,819-12,819-100%$4.6M———
Fortress Private Ledger, LLC
N/A—12,819-12,819-100%$4.6M———
HHM Wealth Advisors, LLC
N/A—12,723-12,723-100%$4.5M———
Proffitt & Goodson Inc
N/A—12,671-12,671-100%$4.5M———
Atlas Legacy Advisors, LLC
N/A—12,658-12,658-100%$4.4M———
Pinnacle West Asset Management, Inc.
N/A—12,610-12,610-100%$4.5M———
Impact Partnership Wealth, LLC
N/A—12,610-12,610-100%$4.5M———
BIT Capital GmbH
N/A—12,595-12,595-100%$4.5M———
Brave Asset Management Inc
N/A—12,546-12,546-100%$4.5M———
Blue Chip Partners, LLC
N/A—12,508-12,508-100%$4.5M———
Ulysses Management LLC
N/A—12,500-12,500-100%$4.5M———
Elwood Capital Partners LP
N/A—12,500-12,500-100%$4.5M———
Shufro Rose & Co LLC
N/A—12,487-12,487-100%$4.5M———
Latash Investments, LLC
N/A—12,460-12,460-100%$4.5M———
First National Bank & Trust Co of Newtown
N/A—12,405-12,405-100%$4.4M———
Capula Management Ltd
N/A—12,345-12,345-100%$4.4M———
Liberty Wealth Management LLC
N/A—12,281-12,281-100%$3.5M———
Paces Ferry Wealth Advisors, LLC
N/A—12,279-12,279-100%$4.4M———
One Wealth Advisors, LLC
N/A—12,214-12,214-100%$4.4M———
Westfuller Advisors, LLC
N/A—12,205-12,205-100%$4.4M———
Jasper Ridge Partners, L.P.
N/A—12,183-12,183-100%$4.4M———
First Washington Corp
N/A—12,074-12,074-100%$4.3M———
Twin Peaks Wealth Advisors, LLC
N/A—12,022-12,022-100%$4.3M———
Swiss RE LTD
N/A—12,006-12,006-100%$4.3M———
Yukon Wealth Management, Inc.
N/A—11,978-11,978-100%$4.3M———
Francis Financial, Inc.
N/A—11,951-11,951-100%$4.3M———
Adams Wealth Management
N/A—11,914-11,914-100%$4.3M———
Resolute Wealth Strategies, LLC
N/A—11,867-11,867-100%$4.2M———
UP Strategic Wealth Investment Advisors LLC
N/A—11,861-11,861-100%$4.3M———
English Capital Management LLC
N/A—11,848-11,848-100%$4.2M———
Aspen Wealth Strategies, LLC
N/A—11,831-11,831-100%$4.2M———
Evolutionary Tree Capital Management, LLC
N/A—11,824-11,824-100%$4.2M———
Capital Counsel LLC
N/A—11,791-11,791-100%$4.2M———
Falcon Wealth Planning
N/A—11,771-11,771-100%$4.2M———
Edgestream Partners, L.P.
N/A—11,767-11,767-100%$4.2M———
Rogco, LP
N/A—11,752-11,752-100%$4.2M———
Money Concepts Capital Corp
N/A—11,751-11,751-100%$4.2M———
Ridge Creek Global, Inc
N/A—11,745-11,745-100%$4.2M———
Hobbs Group Advisors, LLC
N/A—11,702-11,702-100%$4.2M———
Quattro Advisors LLC
N/A—11,698-11,698-100%$4.2M———
Thompson David Blair
N/A—11,631-11,631-100%$4.2M———
Concentrum Wealth Management
N/A—11,617-11,617-100%$4.2M———
PAX Financial Group, LLC
N/A—11,578-11,578-100%$4.1M———
Blalock Williams, LLC
N/A—11,556-11,556-100%$4.1M———
Bouchey Financial Group, Ltd.
N/A—11,555-11,555-100%$4.1M———
Sun Financial Inc
N/A—11,486-11,486-100%$4.1M———
Arkos Global Advisors
N/A—11,410-11,410-100%$4.1M———
Viawealth, LLC
N/A—11,338-11,338-100%$4.1M———
EWA, LLC
N/A—11,309-11,309-100%$4.0M———
Vista Capital Partners, Inc.
N/A—11,274-11,274-100%$4.0M———
Topsail Wealth Management, LLC
N/A—11,211-11,211-100%$4.0M———
Stonebridge Capital Management Inc
N/A—11,181-11,181-100%$4.0M———
Delos Wealth Advisors, LLC
N/A—11,144-11,144-100%$4.0M———
Gardner Russo & Quinn LLC
N/A—11,114-11,114-100%$4.0M———
Aspiring Ventures, LLC
N/A—11,096-11,096-100%$4.0M———
Betterment LLC
N/A—11,095-11,095-100%$4.0M———
Fuller & Thaler Asset Management, Inc.
N/A—11,011-11,011-100%$3.9M———
Vista Investment Management
N/A—11,000-11,000-100%$3.9M———
DRW Securities, LLC
N/A—10,987-10,987-100%$3.9M———
Integrity Financial Corp
N/A—10,982-10,982-100%$3.9M———
Patron Partners, LLC
N/A—10,919-10,919-100%$3.9M———
Quantum Portfolio Management LLC
N/A—10,895-10,895-100%$3.9M———
Boyar Asset Management Inc.
N/A—10,859-10,859-100%$3.9M———
Quantitative Investment Management, LLC
N/A—10,847-10,847-100%$3.9M———
Foster & Motley Inc
N/A—10,841-10,841-100%$3.9M———
Act Two Investors LLC
N/A—10,804-10,804-100%$3.9M———
Avanda Investment Management Pte. Ltd.
N/A—10,780-10,780-100%$3.9M———
Hurricane Capital Advisors LLC
N/A—10,760-10,760-100%$3.8M———
Bolthouse Investments, LLC
N/A—10,748-10,748-100%$3.8M———
Fosun International Ltd
N/A—10,735-10,735-100%$3.8M———
Vantus Wealth LLC
N/A—10,717-10,717-100%$3.8M———
Consilio Wealth Advisors, LLC
N/A—10,717-10,717-100%$3.8M———
Thomasville National Bank
N/A—10,660-10,660-100%$3.8M———
Omnia Family Wealth, LLC
N/A—10,636-10,636-100%$3.8M———
M.D. Sass, LLC
N/A—10,523-10,523-100%$3.8M———
Ruggiero Investments, Inc.
N/A—10,522-10,522-100%$3.8M———
Channel Wealth LLC
N/A—10,516-10,516-100%$3.8M———
Symmetry Investments LP
N/A—10,506-10,506-100%$3.8M———
Havemeyer Place LP
N/A—10,440-10,440-100%$3.7M———
Talon Private Wealth, LLC
N/A—10,426-10,426-100%$3.7M———
KDT Advisors, LLC
N/A—10,417-10,417-100%$3.7M———
Orographic Financial Advisors, LLC
N/A—10,402-10,402-100%$3.6K———
Twin Lakes Capital Management, LLC
N/A—10,388-10,388-100%$3.7M———
Acorns Advisers, LLC
N/A—10,333-10,333-100%$3.7M———
Nalls Sherbakoff Group, LLC
N/A—10,274-10,274-100%$3.7M———
Driehaus Capital Management LLC
N/A—10,273-10,273-100%$3.7M———
Cape COD Five Cents Savings Bank
N/A—10,262-10,262-100%$3.7M———
Saiph Capital, LLC
N/A—10,244-10,244-100%$3.7M———
Fi3 Financial Advisors, LLC
N/A—10,233-10,233-100%$3.6M———
Crux Wealth Advisors
N/A—10,213-10,213-100%$3.6M———
Discovery Capital Management, LLC / CT
N/A—10,209-10,209-100%$3.6M———
Elgethun Capital Management
N/A—10,203-10,203-100%$3.6M———
Navellier & Associates Inc
N/A—10,186-10,186-100%$3.6M———
Shaolin Capital Management LLC
N/A—10,168-10,168-100%$3.6M———
Mokan Wealth Management Inc.
N/A—10,139-10,139-100%$3.6M———
GSA Capital Partners LLP
N/A—10,109-10,109-100%$3.6M———
Camelot Portfolios, LLC
N/A—10,084-10,084-100%$3.6M———
Burnham & Co LLC
N/A—10,055-10,055-100%$3.6M———
Flow Traders U.S. LLC
N/A—10,046-10,046-100%$3.6M———
Permanent Capital Management, LP
N/A—10,023-10,023-100%$3.6M———
Berkeley Capital Partners, LLC
N/A—10,020-10,020-100%$3.6M———
RH Tailwind Management, LLC
N/A—10,000-10,000-100%$3.6M———
Truffle Hound Capital, LLC
N/A—10,000-10,000-100%$3.6M———
OneAscent Family Office, LLC
N/A—9,960-9,960-100%$3.6M———
Patrick Mauro Investment Advisor, Inc.
N/A—9,921-9,921-100%$3.5M———
MOR Wealth Management, LLC
N/A—9,906-9,906-100%$3.5M———
one8zero8, LLC
N/A—9,885-9,885-100%$3.5M———
Bowen Hanes & Co Inc
N/A—9,826-9,826-100%$2.8M———
Lifeworks Advisors, LLC
N/A—9,813-9,813-100%$3.5M———
Dunhill Financial, LLC
N/A—9,791-9,791-100%$3.5M———
Alesco Advisors, LLC, An ESL Co
N/A—9,725-9,725-100%$3.5M———
Regency Capital Management Inc.\DE
N/A—9,724-9,724-100%$3.5M———
Capstone Financial Advisors, Inc.
N/A—9,595-9,595-100%$3.4M———
Bull Harbor Capital LLC
N/A—9,575-9,575-100%$3.4M———
Anchor Bay Capital, Inc.
N/A—9,568-9,568-100%$3.4M———
Boreal Capital Management LLC
N/A—9,565-9,565-100%$3.4M———
Clarkston Capital Partners, LLC
N/A—9,541-9,541-100%$3.4M———
Accretive Wealth Partners, LLC
N/A—9,518-9,518-100%$3.4M———
Round Rock Advisors LLC
N/A—9,510-9,510-100%$3.4M———
Round Hill Asset Management
N/A—9,508-9,508-100%$3.4M———
Clifford Group, LLC
N/A—9,507-9,507-100%$3.4M———
Steadtrust LLC
N/A—9,489-9,489-100%$3.4M———
New World Advisors LLC
N/A—9,432-9,432-100%$3.4M———
Safeguard Investment Advisory Group, LLC
N/A—9,387-9,387-100%$3.4M———
Panoramic Investment Advisors, LLC
N/A—9,380-9,380-100%$3.4M———
FCA Corp
N/A—9,369-9,369-100%$3.3M———
Paladin Advisory Group, LLC
N/A—9,349-9,349-100%$3.3M———
Bank Hapoalim BM
N/A—9,314-9,314-100%$3.3M———
Ariadne Wealth Management, LP
N/A—9,304-9,304-100%$3.3M———
Evergreen Quality Fund GP, Ltd.
N/A—9,290-9,290-100%$3.3M———
Ameriflex Group, Inc.
N/A—9,286-9,286-100%$3.3M———
Secured Retirement Advisors, LLC
N/A—9,272-9,272-100%$3.3M———
Bellevue Asset Management, LLC
N/A—9,257-9,257-100%$3.3M———
Wall Street Financial Group, Inc.
N/A—9,193-9,193-100%$3.3M———
Farley Capital L.P.
N/A—9,181-9,181-100%$3.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—9,143-9,143-100%$3.3M———
Vision Retirement, LLC
N/A—9,125-9,125-100%$3.3M———
Oakwell Private Wealth Management, LLC
N/A—9,104-9,104-100%$3.3M———
McLean Asset Management Corp
N/A—9,097-9,097-100%$3.2M———
Mosaic Financial Group, LLC
N/A—9,084-9,084-100%$3.2M———
Alexander Labrunerie & Co., Inc.
N/A—9,066-9,066-100%$3.2M———
Beacon Investment Advisors LLC
N/A—9,057-9,057-100%$3.2M———
Strategies Wealth Advisors, LLC
N/A—9,042-9,042-100%$3.2M———
Castle Wealth Management LLC
N/A—9,039-9,039-100%$3.2M———
Pitti Group Wealth Management, LLC
N/A—9,028-9,028-100%$3.2M———
Maridea Wealth Management LLC
N/A—9,015-9,015-100%$3.2M———
Needham Investment Management LLC
N/A—9,000-9,000-100%$3.2M———
Cohen & Steers, Inc.
N/A—9,000-9,000-100%$3.2M———
SSI Investment Management LLC
N/A—8,975-8,975-100%$3.2M———
Dividend Assets Capital, LLC
N/A—8,969-8,969-100%$3.2M———
Ogorek Anthony Joseph
N/A—8,967-8,967-100%$3.2M———
Slagle Financial, LLC
N/A—8,918-8,918-100%$3.2M———
Dock Street Asset Management Inc
N/A—8,871-8,871-100%$3.2M———
Ark Wealth Advisors LLC
N/A—8,809-8,809-100%$3.1M———
Joule Financial, LLC
N/A—8,763-8,763-100%$3.1M———
Port Capital LLC
N/A—8,740-8,740-100%$3.1M———
Orion Capital Management LLC
N/A—8,619-8,619-100%$3.1M———
Stonebridge Financial Group, LLC / MO
N/A—8,591-8,591-100%$3.1M———
Retirement Income Solutions, Inc
N/A—8,584-8,584-100%$2.5M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—8,568-8,568-100%$3.1M———
Oxford Wealth Group, LLC
N/A—8,538-8,538-100%$3.1M———
Phocas Financial Corp.
N/A—8,524-8,524-100%$3.0M———
Palouse Capital Management, Inc.
N/A—8,478-8,478-100%$3.0M———
Investment Advisory Services Group LLC
N/A—8,472-8,472-100%$3.0M———
Prostatis Group LLC
N/A—8,472-8,472-100%$3.0M———
Truepoint, Inc.
N/A—8,460-8,460-100%$3.0M———
RBO & Co LLC
N/A—8,458-8,458-100%$3.0M———
Sierra Legacy Group
N/A—8,452-8,452-100%$3.0M———
Flatrock Wealth Partners LLC
N/A—8,433-8,433-100%$3.0M———
Advance Capital Management, Inc.
N/A—8,432-8,432-100%$3.0M———
Lavaca Capital LLC
N/A—8,407-8,407-100%$3.0M———
Summit Wealth Partners, LLC
N/A—8,394-8,394-100%$3.0M———
V2 Financial group LLC
N/A—8,370-8,370-100%$3.0M———
Aventura Private Wealth, LLC
N/A—8,369-8,369-100%$3.0M———
Aberdeen Wealth Management LLC
N/A—8,367-8,367-100%$3.0M———
Twin City Private Wealth, LLC
N/A—8,347-8,347-100%$3.0M———
Dockside LLC
N/A—8,324-8,324-100%$3.0M———
Innovative Asset Advisors Group, LLC
N/A—8,322-8,322-100%$3.0M———
GenTrust, LLC
N/A—8,293-8,293-100%$3.0M———
Jackson Thornton Wealth Management, LLC
N/A—8,292-8,292-100%$3.0M———
Odyssean, LLC
N/A—8,265-8,265-100%$3.0M———
Keating Financial Advisory Services, Inc.
N/A—8,211-8,211-100%$2.9M———
WNY Asset Management, LLC
N/A—8,192-8,192-100%$2.9M———
Winslow Capital Management, LLC
N/A—8,169-8,169-100%$2.9M———
Millstone Evans Group, LLC
N/A—8,141-8,141-100%$2.9M———
WFA of San Diego, LLC
N/A—8,122-8,122-100%$2.8M———
Dash Acquisitions Inc.
N/A—8,119-8,119-100%$2.8M———
Strategic Financial Services, Inc.
N/A—8,104-8,104-100%$2.9M———
RPg Family Wealth Advisory, LLC
N/A—8,080-8,080-100%$2.9M———
Rasp Wealth Solutions, LLC
N/A—8,078-8,078-100%$2.9M———
One Charles Private Wealth Services, LLC
N/A—8,061-8,061-100%$2.9M———
Oxinas Partners, LLC
N/A—8,034-8,034-100%$2.9M———
Howe & Rusling Inc
N/A—7,995-7,995-100%$2.9M———
Generation Capital Management LLC
N/A—7,934-7,934-100%$2.8M———
Geneva Capital Management LLC
N/A—7,924-7,924-100%$2.8M———
Collaborative Capital Advisors LLC
N/A—7,893-7,893-100%$2.8M———
Mayport, LLC
N/A—7,878-7,878-100%$2.8M———
Sprucegrove Investment Management LTD
N/A—7,870-7,870-100%$2.8M———
J. M. Brown & Associates Inc.
N/A—7,791-7,791-100%$2.8M———
Moment Partners, LLC
N/A—7,779-7,779-100%$2.8M———
Fielder Capital Group LLC
N/A—7,770-7,770-100%$2.8M———
CloudAlpha Capital Management Limited Kong
N/A—7,740-7,740-100%$2.8M———
West Michigan Advisors, LLC
N/A—7,740-7,740-100%$2.8M———
Seldon Capital LP
N/A—7,720-7,720-100%$2.8M———
Strategic Financial Concepts, LLC
N/A—7,690-7,690-100%$2.7M———
J. Goldman & Co LP
N/A—7,636-7,636-100%$2.7M———
Brio Consultants, LLC
N/A—7,612-7,612-100%$2.7M———
Pine Harbor Wealth Management, LLC
N/A—7,605-7,605-100%$2.7M———
Caitlin John, LLC
N/A—7,566-7,566-100%$2.7M———
Scharf Investments, LLC
N/A—7,551-7,551-100%$2.7M———
Greenline Wealth Management LLC
N/A—7,545-7,545-100%$2.7M———
Red Wave Investments LLC
N/A—7,533-7,533-100%$2.7M———
GWN Securities Inc.
N/A—7,491-7,491-100%$2.7M———
Pennington Partners & Co., LLC
N/A—7,486-7,486-100%$2.7M———
Wescott Financial Advisory Group, LLC
N/A—7,463-7,463-100%$2.7M———
Elm Partners Management LLC
N/A—7,428-7,428-100%$2.7M———
FWL Investment Management, LLC
N/A—7,427-7,427-100%$2.7M———
HFG Advisors, Inc.
N/A—7,420-7,420-100%$2.7M———
Templeton & Phillips Capital Management, LLC
N/A—7,418-7,418-100%$2.7M———
Sunflower Bank, N.A.
N/A—7,357-7,357-100%$2.6M———
Northwest Quadrant Wealth Management, LLC
N/A—7,348-7,348-100%$2.6M———
Richmond Brothers, Inc.
N/A—7,344-7,344-100%$2.6M———
Resolute Advisors LLC
N/A—7,300-7,300-100%$2.6M———
George Kaiser Family Foundation
N/A—7,282-7,282-100%$2.6M———
PSI Advisors, LLC
N/A—7,278-7,278-100%$2.6M———
Warner Group LLC
N/A—7,272-7,272-100%$2.6M———
Clarendon Private LLC
N/A—7,248-7,248-100%$2.6M———
WMS Group LLC
N/A—7,247-7,247-100%$2.6M———
Aspire Capital Advisors LLC
N/A—7,227-7,227-100%$2.6M———
Constant Guidance Financial LLC
N/A—7,214-7,214-100%$2.6M———
Sender Co & Partners, Inc.
N/A—7,204-7,204-100%$2.6M———
C M Bidwell & Associates LTD
N/A—7,196-7,196-100%$2.6M———
Pointe Capital Management LLC
N/A—7,169-7,169-100%$2.6M———
Fiduciary Financial Advisors
N/A—7,146-7,146-100%$2.5M———
KMT Wealth Management, LLC
N/A—7,139-7,139-100%$2.6M———
Bancreek Capital Management, LP
N/A—7,138-7,138-100%$2.6M———
Cornerstone Select Advisors, LLC
N/A—7,122-7,122-100%$2.5M———
Wealthspire Retirement, LLC
N/A—7,108-7,108-100%$2.5M———
Fiducient Advisors LLC
N/A—7,102-7,102-100%$2.5M———
Sharp Wealth Advisory, LLC
N/A—7,100-7,100-100%$2.5M———
Carr Financial Group Corp
N/A—7,088-7,088-100%$2.5M———
Synergy Financial Group, LTD
N/A—7,036-7,036-100%$2.5M———
Buckland Partners Management Co LLC
N/A—7,000-7,000-100%$2.5M———
Jacobs Equity LLC
N/A—6,969-6,969-100%$2.5M———
Investment Advisory Group, LLC
N/A—6,968-6,968-100%$2.5M———
Vantage Point Financial LLC
N/A—6,961-6,961-100%$2.5M———
Nutshell Asset Management Ltd
N/A—6,949-6,949-100%$2.5M———
Planning Alternatives LTD
N/A—6,903-6,903-100%$2.5M———
Per Stirling Capital Management, Llc.
N/A—6,902-6,902-100%$2.5M———
Van Diest Capital, LLC
N/A—6,900-6,900-100%$2.5M———
Kera Capital Partners, Inc.
N/A—6,874-6,874-100%$2.5M———
Atlanta Consulting Group Advisors, LLC
N/A—6,862-6,862-100%$2.5M———
Birchcreek Wealth Management, LLC
N/A—6,822-6,822-100%$2.4M———
Forty-three Eighteen Advisors, LLC
N/A—6,818-6,818-100%$2.4M———
Dimension Capital Management LLC
N/A—6,812-6,812-100%$2.4M———
Smart Money Group LLC
N/A—6,801-6,801-100%$2.4M———
Portland Investment Counsel Inc.
N/A—6,787-6,787-100%$2.4M———
Trevian Wealth Management LLC
N/A—6,772-6,772-100%$2.4M———
OneAscent Investment Solutions LLC
N/A—6,755-6,755-100%$2.4M———
Consultiva Wealth Management, Corp.
N/A—6,750-6,750-100%$2.4M———
Alaethes Wealth, LLC
N/A—6,748-6,748-100%$2.4M———
RED Reef Advisors LLC
N/A—6,720-6,720-100%$2.4M———
Panoramic Capital Partners, LLC
N/A—6,709-6,709-100%$2.4M———
Vines Capital Management, LLC
N/A—6,693-6,693-100%$2.4M———
Connective Capital Management, LLC
N/A—6,689-6,689-100%$2.4M———
Cullen Capital Management, LLC
N/A—6,643-6,643-100%$2.4M———
Harvest Investment Services, LLC
N/A—6,609-6,609-100%$2.4M———
Abound Financial, LLC
N/A—6,583-6,583-100%$2.4M———
Hamel Associates, Inc.
N/A—6,544-6,544-100%$2.3M———
Financial Avengers, Inc.
N/A—6,523-6,523-100%$2.3M———
Fortis Advisors, LLC
N/A—6,523-6,523-100%$2.3M———
Littlejohn Financial Services, Inc.
N/A—6,522-6,522-100%$2.3M———
Financial Advisors Network, Inc.
N/A—6,520-6,520-100%$2.3M———
Steffes Financial, Ltd.
N/A—6,518-6,518-100%$2.3M———
Mattson Financial Services, LLC
N/A—6,505-6,505-100%$2.3M———
Infrastructure Capital Advisors, LLC
N/A—6,501-6,501-100%$2.3M———
Oxbow Advisors, LLC
N/A—6,498-6,498-100%$2.3M———
Muirfield Wealth Advisors LLC
N/A—6,480-6,480-100%$2.3M———
Investor's Fiduciary Advisor Network, LLC
N/A—6,473-6,473-100%$2.3M———
Fox Hill Wealth Management
N/A—6,468-6,468-100%$2.3M———
Storgate, LLC
N/A—6,417-6,417-100%$2.3M———
Tailwinds Wealth, LLC
N/A—6,400-6,400-100%$2.3M———
Jackson Wealth Management, LLC
N/A—6,400-6,400-100%$2.3M———
Greenwich Wealth Management LLC
N/A—6,398-6,398-100%$2.3M———
Mizuho Markets Cayman LP
N/A—6,382-6,382-100%$2.3M———
BankPlus Trust Department
N/A—6,371-6,371-100%$2.3M———
Perissos Private Wealth Management, LLC
N/A—6,340-6,340-100%$2.3M———
Tradewinds, Llc.
N/A—6,296-6,296-100%$7.0M———
Cofg Advisors, LLC
N/A—6,281-6,281-100%$2.2M———
Ducere Wealth Management LLC
N/A—6,264-6,264-100%$2.2M———
Aspire Growth Partners LLC
N/A—6,252-6,252-100%$2.2M———
NorthStar Asset Management LLC
N/A—6,250-6,250-100%$2.2M———
M1 Capital Management LLC
N/A—6,243-6,243-100%$2.2M———
Barnes Pettey Financial Advisors, LLC
N/A—6,230-6,230-100%$2.2M———
Delta Asset Management LLC
N/A—6,190-6,190-100%$2.2M———
Prosperity Bancshares Inc
N/A—6,171-6,171-100%$2.2M———
Sankala Group LLC
N/A—6,156-6,156-100%$2.1M———
Disciplined Investors, L.L.C.
N/A—6,153-6,153-100%$2.2M———
Alpine Woods Capital Investors, LLC
N/A—6,141-6,141-100%$2.2M———
Elevation Advisory Partners LLC
N/A—6,135-6,135-100%$2.2M———
Westshore Wealth, LLC
N/A—6,096-6,096-100%$2.2M———
Exit Wealth Advisors, Llc.
N/A—6,085-6,085-100%$2.2M———
Requisite Capital Management, LLC
N/A—6,056-6,056-100%$2.2M———
44 Wealth Management LLC
N/A—6,042-6,042-100%$2.2M———
Inspire Advisors, LLC
N/A—6,040-6,040-100%$2.2M———
Vance Wealth, LLC
N/A—6,022-6,022-100%$2.2M———
Long Focus Capital Management, LLC
N/A—5,980-5,980-100%$2.1M———
Chokshi & Queen Wealth Advisors, Inc
N/A—5,927-5,927-100%$2.1M———
Portland Global Advisors LLC
N/A—5,920-5,920-100%$2.1M———
Members Trust Co
N/A—5,919-5,919-100%$2.1M———
S Harris Financial Group, LLC
N/A—5,910-5,910-100%$2.1M———
Horizon Family Wealth, Inc.
N/A—5,897-5,897-100%$2.1M———
Pursue Wealth Partners LLC
N/A—5,835-5,835-100%$2.1M———
Centric Wealth Management
N/A—5,830-5,830-100%$2.2M———
Stembrook Asset Management, LLC
N/A—5,810-5,810-100%$2.1M———
Walleye Capital LLC
N/A—5,788-5,788-100%$2.1M———
Marshall Financial Group, LLC
N/A—5,786-5,786-100%$2.1M———
JMN Financial LLC
N/A—5,785-5,785-100%$2.1M———
Nelson Capital Management, LLC
N/A—5,779-5,779-100%$2.1M———
McLaughlin Asset Management, Inc.
N/A—5,775-5,775-100%$2.1M———
Landscape Capital Management, L.L.C.
N/A—5,758-5,758-100%$2.1M———
R.H. Investment Group, LLC
N/A—5,741-5,741-100%$2.1M———
Calton & Associates, Inc.
N/A—5,735-5,735-100%$2.0M———
Plotkin Financial Advisors, LLC
N/A—5,728-5,728-100%$2.0M———
JMG Financial Group, Ltd.
N/A—5,721-5,721-100%$2.0M———
FreeGulliver LLC
N/A—5,712-5,712-100%$2.0M———
Miller Capital Partners, Inc.
N/A—5,709-5,709-100%$2.0M———
Severin Investments, LLC
N/A—5,701-5,701-100%$2.0M———
1015 Capital Partners, LLC
N/A—5,698-5,698-100%$2.0M———
Next Capital Management LLC
N/A—5,656-5,656-100%$2.0M———
OneAscent Wealth Management LLC
N/A—5,639-5,639-100%$2.0M———
Prelude Capital Management, LLC
N/A—5,574-5,574-100%$2.0M———
Continental Investors Services, Inc.
N/A—5,488-5,488-100%$2.0M———
Rockbridge Investment Management, LCC
N/A—5,475-5,475-100%$2.0M———
Warner Financial, Inc
N/A—5,440-5,440-100%$1.9M———
Lombard Odier Asset Management (USA) Corp
N/A—5,425-5,425-100%$1.9M———
Gentry Private Wealth, LLC
N/A—5,420-5,420-100%$1.9M———
Fourth Dimension Wealth, LLC
N/A—5,404-5,404-100%$1.9M———
BlueStem Wealth Partners, LLC
N/A—5,368-5,368-100%$1.9M———
Spwm Advisors LLC
N/A—5,356-5,356-100%$1.9M———
Alpha Zero LLC
N/A—5,353-5,353-100%$1.9M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—5,267-5,267-100%$1.9M———
Maripau Wealth Management LLC
N/A—5,261-5,261-100%$1.9M———
Wellington Grp LLC
N/A—5,254-5,254-100%$1.9M———
Cypress Capital Management LLC (WY)
N/A—5,237-5,237-100%$1.9M———
Vista Cima Wealth Management LLC
N/A—5,217-5,217-100%$1.9M———
Synergy Investment Management, LLC
N/A—5,207-5,207-100%$1.8M———
Wallace Advisory Group, LLC
N/A—5,189-5,189-100%$1.9M———
Merrithew & Thorsten Inc
N/A—5,179-5,179-100%$1.9M———
Meridian Wealth Partners, LLC
N/A—5,174-5,174-100%$1.8M———
Independent Family Office, LLC
N/A—5,171-5,171-100%$1.8M———
Talisman Wealth Advisors LLC
N/A—5,156-5,156-100%$1.8M———
Tobias Financial Advisors, Inc.
N/A—5,151-5,151-100%$1.8M———
Wellington-Altus USA Inc.
N/A—5,145-5,145-100%$1.5M———
Virtus Investment Advisers, LLC
N/A—5,143-5,143-100%$1.8M———
Goepper Burkhardt LLC
N/A—5,143-5,143-100%$1.8M———
Second Line Capital, LLC
N/A—5,092-5,092-100%$1.8M———
Expressive Wealth LLC
N/A—5,076-5,076-100%$1.8M———
Occudo Quantitative Strategies LP
N/A—5,073-5,073-100%$1.8M———
Crestmont Private Wealth LLC
N/A—5,005-5,005-100%$1.8M———
Paulson & Co. Inc.
N/A—5,000-5,000-100%$1.8M———
Absolute Gestao de Investimentos Ltda.
N/A—5,000-5,000-100%$1.8M———
Tenzing Global Management, LLC
N/A—5,000-5,000-100%$1.8M———
United Bank
N/A—4,994-4,994-100%$1.8M———
Entelevest, LLC
N/A—4,950-4,950-100%$1.8M———
Covington Investment Advisors Inc.
N/A—4,941-4,941-100%$1.8M———
Cedarwood Wealth LLC
N/A—4,919-4,919-100%$1.8M———
Wick Capital Partners, LLC
N/A—4,896-4,896-100%$1.7M———
Holowesko Partners Ltd.
N/A—4,800-4,800-100%$1.7M———
One Wealth Map LLC
N/A—4,788-4,788-100%$1.6M———
Gambit Capital Management, LLC
N/A—4,731-4,731-100%$1.7M———
Hills Bank & Trust Co
N/A—4,725-4,725-100%$1.7M———
Wayfinding Financial, LLC
N/A—4,702-4,702-100%$1.7M———
N.E.W. Advisory Services LLC
N/A—4,696-4,696-100%$1.7M———
Integrity Wealth Solutions LLC
N/A—4,694-4,694-100%$1.7M———
Gilbert & Cook, Inc.
N/A—4,673-4,673-100%$1.7M———
Shepherd Wealth Management Ltd Liability Co
N/A—4,647-4,647-100%$1.6M———
Star Financial Bank
N/A—4,640-4,640-100%$1.7M———
Mendel Capital Management LLC
N/A—4,612-4,612-100%$1.6M———
Phillips Wealth Planners LLC
N/A—4,591-4,591-100%$1.7M———
Conservest Capital Advisors, Inc.
N/A—4,588-4,588-100%$1.6M———
Ironwood Investment Management LLC
N/A—4,562-4,562-100%$1.6M———
Plum Street Advisors, LLC
N/A—4,538-4,538-100%$1.6M———
WealthTrust Axiom LLC
N/A—4,531-4,531-100%$1.6M———
Osterweis Capital Management Inc
N/A—4,511-4,511-100%$1.6M———
Wealth Watch Advisors, Inc
N/A—4,507-4,507-100%$1.6M———
Cura Wealth Advisors, LLC
N/A—4,499-4,499-100%$1.6M———
Dean Investment Associates, LLC
N/A—4,499-4,499-100%$1.6M———
PCG Wealth Advisors, LLC
N/A—4,486-4,486-100%$1.6M———
Bcgm Wealth Management, LLC
N/A—4,463-4,463-100%$1.6M———
Beaird Harris Wealth Management, LLC
N/A—4,462-4,462-100%$1.6M———
Tandem Wealth Advisors LLC
N/A—4,461-4,461-100%$1.6M———
Godfrey Financial Associates, Inc.
N/A—4,449-4,449-100%$1.6M———
5T Wealth, LLC
N/A—4,441-4,441-100%$1.6M———
Leigh Baldwin & Co., LLC
N/A—4,440-4,440-100%$1.6M———
Rather & Kittrell, Inc.
N/A—4,419-4,419-100%$1.6M———
Adapt Wealth Advisors, LLC
N/A—4,418-4,418-100%$1.6M———
Allium Financial Advisors, LLC
N/A—4,401-4,401-100%$1.6M———
Rodgers Brothers Inc.
N/A—4,395-4,395-100%$1.6M———
Orion Investment Co
N/A—4,384-4,384-100%$1.6M———
Gross & Hartman Investments LLC
N/A—4,367-4,367-100%$1.6M———
PCB Capital LLC
N/A—4,354-4,354-100%$1.6M———
Magnolia Private Wealth, LLC
N/A—4,340-4,340-100%$1.6M———
Warburton Capital Management, LLC
N/A—4,337-4,337-100%$1.5M———
Nova Wealth Management, Inc.
N/A—4,335-4,335-100%$1.5M———
Napier Financial, LLC
N/A—4,332-4,332-100%$1.5M———
Brand Asset Management Group, Inc.
N/A—4,325-4,325-100%$1.5M———
Solano Wealth Investment Advisors LLC
N/A—4,319-4,319-100%$1.5M———
Petix & Botte Co
N/A—4,317-4,317-100%$1.5M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—4,309-4,309-100%$1.5M———
Richard W. Paul & Associates, LLC
N/A—4,305-4,305-100%$1.5M———
Campion Asset Management
N/A—4,286-4,286-100%$1.5M———
Sonoma Private Wealth LLC
N/A—4,282-4,282-100%$1.5M———
Duncan Williams Asset Management, LLC
N/A—4,276-4,276-100%$1.5M———
Tandem Financial, LLC
N/A—4,273-4,273-100%$1.5M———
Palisades Hudson Asset Management, L.P.
N/A—4,269-4,269-100%$1.5M———
AXQ Capital, LP
N/A—4,253-4,253-100%$1.5M———
Tillman Hartley LLC
N/A—4,223-4,223-100%$1.5M———
Campbell & Co Investment Adviser LLC
N/A—4,214-4,214-100%$1.5M———
Welch Capital Partners LLC
N/A—4,200-4,200-100%$1.5M———
Battery Global Advisors, LLC
N/A—4,200-4,200-100%$1.5M———
RPS Advisory Solutions LLC
N/A—4,187-4,187-100%$1.5M———
Swisher Financial Concepts, Inc.
N/A—4,154-4,154-100%$1.5M———
Alexis Investment Partners, LLC
N/A—4,147-4,147-100%$1.5M———
Hamrick Investment Counsel, llc
N/A—4,144-4,144-100%$1.5M———
Mrwm Advisors, LLC
N/A—4,136-4,136-100%$1.5M———
Oxford Asset Management LLP
N/A—4,136-4,136-100%$1.5M———
Chico Wealth RIA
N/A—4,122-4,122-100%$1.5M———
Balanced Wealth Group LLC
N/A—4,110-4,110-100%$1.5M———
Sykon Capital LLC
N/A—4,105-4,105-100%$1.5M———
Arcus Capital Partners, LLC
N/A—4,098-4,098-100%$1.5M———
Astra Wealth Partners LLC
N/A—4,077-4,077-100%$1.5M———
Keyvantage Wealth, LLC
N/A—4,066-4,066-100%$1.5M———
Atlas Wealth LLC
N/A—4,059-4,059-100%$1.5M———
Wallace Capital Management Inc.
N/A—4,059-4,059-100%$1.5M———
Fiduciary Wealth Partners, LLC
N/A—4,058-4,058-100%$1.5M———
J Hagan Capital, Inc.
N/A—4,040-4,040-100%$1.4M———
Faithward Advisors, LLC
N/A—4,037-4,037-100%$1.4M———
Beck Capital Management, LLC
N/A—4,025-4,025-100%$1.4M———
a16z Perennial Management, L.P.
N/A—4,015-4,015-100%$1.4M———
Paragon Financial Partners, Inc.
N/A—4,011-4,011-100%$1.4M———
Winch Advisory Services, LLC
N/A—4,007-4,007-100%$1.4M———
SkyView Investment Advisors, LLC
N/A—4,000-4,000-100%$1.4M———
Mork Capital Management, LLC
N/A—4,000-4,000-100%$1.4M———
Davis Asset Management, L.P.
N/A—4,000-4,000-100%$1.4M———
Tripletail Wealth Management, LLC
N/A—3,960-3,960-100%$1.4M———
SGL Investment Advisors, Inc.
N/A—3,946-3,946-100%$1.4M———
Cornerstone Financial Management LLC
N/A—3,935-3,935-100%$1.4M———
Wallace Hart LLC
N/A—3,917-3,917-100%$1.4M———
J. Stern & Co. LLP
N/A—3,876-3,876-100%$1.4M———
FSA Advisors, Inc.
N/A—3,873-3,873-100%$1.4M———
RiverGlades Family Offices LLC
N/A—3,869-3,869-100%$1.4M———
USA Financial Formulas
N/A—3,838-3,838-100%$1.4M———
Beto Financial Group, LLC
N/A—3,825-3,825-100%$1.3M———
Altar Rock LLC
N/A—3,823-3,823-100%$1.4M———
Eaton-Cambridge Inc.
N/A—3,821-3,821-100%$1.4M———
Signet Private Wealth LLC
N/A—3,815-3,815-100%$1.4M———
VestGen Investment Management
N/A—3,814-3,814-100%$1.4M———
Swan Global Investments, LLC
N/A—3,809-3,809-100%$1.4M———
Markin Volterra Fund LP
N/A—3,801-3,801-100%$1.4M———
Denali Advisors LLC
N/A—3,800-3,800-100%$1.4M———
Black Maple Capital Management LP
N/A—3,800-3,800-100%$1.4M———
GatePass Capital, LLC
N/A—3,793-3,793-100%$1.4M———
Beacon Bridge Wealth Partners, LLC
N/A—3,779-3,779-100%$1.4M———
Northstar Financial Companies, Inc.
N/A—3,741-3,741-100%$1.3M———
V. M. Manning & Co., Inc.
N/A—3,695-3,695-100%$1.3M———
Meeder Asset Management Inc
N/A—3,669-3,669-100%$1.3M———
Landing Point Financial Group, LLC
N/A—3,668-3,668-100%$1.3M———
Stonebridge Financial Planning Group, LLC
N/A—3,663-3,663-100%$1.3M———
Athena Investment Management
N/A—3,654-3,654-100%$1.3M———
Cogent Private Wealth, Inc.
N/A—3,647-3,647-100%$1.3M———
Tidemark, LLC
N/A—3,642-3,642-100%$1.3M———
DeepCurrents Investment Group LLC
N/A—3,635-3,635-100%$1.3M———
Bank of the Bluegrass & Trust Co.
N/A—3,631-3,631-100%$1.2M———
Lafayette Investments, Inc.
N/A—3,630-3,630-100%$1.3M———
One Degree Advisors Inc
N/A—3,586-3,586-100%$1.3K———
Cloud Capital Management, LLC
N/A—3,577-3,577-100%$1.3M———
Tower Wealth Partners, Inc.
N/A—3,550-3,550-100%$1.3M———
Ellenbecker Investment Group
N/A—3,541-3,541-100%$1.3M———
SMA Capital LLC
N/A—3,493-3,493-100%$1.2M———
Golden Road Advisors LLC
N/A—3,492-3,492-100%$1.2M———
Carson Advisory Inc.
N/A—3,467-3,467-100%$1.2M———
Koss-Olinger Consulting, LLC
N/A—3,447-3,447-100%$1.2M———
Sachetta, LLC
N/A—3,445-3,445-100%$1.2M———
Libra Wealth LLC
N/A—3,440-3,440-100%$1.2M———
Vertex Planning Partners, LLC
N/A—3,428-3,428-100%$1.2M———
Carroll Investors, Inc
N/A—3,411-3,411-100%$1.2M———
Summit Wealth Group, LLC
N/A—3,396-3,396-100%$1.2M———
Aegis Wealth Management LLC
N/A—3,393-3,393-100%$1.2M———
Caldwell Sutter Capital, Inc.
N/A—3,390-3,390-100%$1.2M———
Claris Advisors, LLC / MO /
N/A—3,387-3,387-100%$1.2M———
Sanchez Levi Garrett
N/A—3,367-3,367-100%$1.2M———
Providence Capital Advisors, LLC
N/A—3,367-3,367-100%$1.2M———
Orcam Financial Group
N/A—3,344-3,344-100%$1.2M———
Broyhill Asset Management, LLC
N/A—3,334-3,334-100%$1.2M———
SAM Advisors, LLC
N/A—3,334-3,334-100%$1.2M———
Aster Capital Management (Difc) Ltd
N/A—3,323-3,323-100%$1.2M———
Pettee Investors, Inc.
N/A—3,323-3,323-100%$1.2M———
FWG Holdings, LLC
N/A—3,318-3,318-100%$1.1M———
Fairbanks Capital Management, Inc.
N/A—3,305-3,305-100%$1.2M———
KEB Asset Management, LLC
N/A—3,300-3,300-100%$1.2M———
Lummis Asset Management, LP
N/A—3,270-3,270-100%$1.2M———
Cannon Wealth Management Services, LLC
N/A—3,259-3,259-100%$1.2M———
Vienna Asset Management LLC
N/A—3,254-3,254-100%$1.2M———
Titan Wealth (CI) Ltd
N/A—3,240-3,240-100%$1.2M———
Bravera Wealth
N/A—3,236-3,236-100%$1.2M———
Johnson Wealth Management, LLC
N/A—3,232-3,232-100%$1.2M———
Insight 2811, Inc.
N/A—3,226-3,226-100%$1.2M———
Twin Focus Capital Partners, LLC
N/A—3,200-3,200-100%$1.1M———
Drake & Associates, LLC
N/A—3,165-3,165-100%$1.1M———
Macro Advisors, Inc.
N/A—3,153-3,153-100%$1.1M———
Chesapeake Asset Management LLC
N/A—3,150-3,150-100%$1.1M———
Aspen Capital Management, LLC
N/A—3,132-3,132-100%$1.1M———
Wealth Advisors of Iowa, LLC
N/A—3,127-3,127-100%$1.1M———
Front Street Capital Management, Inc.
N/A—3,122-3,122-100%$1.1M———
Lakeridge Wealth Management LLC
N/A—3,110-3,110-100%$1.1M———
Arrowroot Family Office, LLC
N/A—3,108-3,108-100%$1.1M———
Alongside, LLC
N/A—3,089-3,089-100%$1.1M———
49 Wealth Management, LLC
N/A—3,089-3,089-100%$1.1M———
Holistic Financial Partners
N/A—3,086-3,086-100%$1.1M———
Clearwater Capital Advisors, LLC
N/A—3,083-3,083-100%$1.1M———
First Dallas Securities Inc.
N/A—3,078-3,078-100%$1.1M———
Hilltop Wealth Advisors, LLC
N/A—3,069-3,069-100%$1.1M———
Bramshill Investments, LLC
N/A—3,064-3,064-100%$1.1M———
Melfa Wealth Management, Inc.
N/A—3,045-3,045-100%$1.1M———
Keystone Financial Services
N/A—3,040-3,040-100%$1.1M———
Chatterton & Associates Inc.
N/A—3,029-3,029-100%$1.1M———
Fairfield, Bush & Co.
N/A—3,002-3,002-100%$1.1M———
Myda Advisors LLC
N/A—3,000-3,000-100%$1.1M———
Valtrion Capital Management, LLC
N/A—2,984-2,984-100%$1.1M———
PlanVest Financial, Inc
N/A—2,983-2,983-100%$1.1M———
Brant Point Investment Management LLC
N/A—2,978-2,978-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—2,978-2,978-100%$1.1M———
Campbell Deegan Wealth Management, LLC
N/A—2,976-2,976-100%$1.1M———
X-Square Capital, LLC
N/A—2,968-2,968-100%$1.1M———
ODonnell Financial Services, LLC
N/A—2,942-2,942-100%$1.1M———
Silver Coast Investments LLC
N/A—2,935-2,935-100%$1.0M———
SageGuard Financial Group, LLC
N/A—2,933-2,933-100%$1.0M———
SummitTX Capital, L.P.
N/A—2,918-2,918-100%$1.0M———
10Elms LLP
N/A—2,917-2,917-100%$1.0M———
Verdad Advisers, LP
N/A—2,900-2,900-100%$1.0M———
LifePlan Investment Advisors, Inc.
N/A—2,885-2,885-100%$1.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—2,871-2,871-100%$1.0M———
Bellwether Advisors, LLC
N/A—2,869-2,869-100%$1.0M———
Morris Financial Concepts, Inc.
N/A—2,869-2,869-100%$1.0M———
All Terrain Financial Advisors, LLC
N/A—2,862-2,862-100%$1.0M———
Pacific Point Advisors, LLC
N/A—2,860-2,860-100%$1.0M———
Mpwm Advisory Solutions, LLC
N/A—2,833-2,833-100%$1.0M———
Horizon Kinetics Asset Management LLC
N/A—2,829-2,829-100%$1.0M———
Westview Management dba Westview Investment Advisors
N/A—2,818-2,818-100%$1.0M———
Winthrop Partners - WNY, LLC
N/A—2,802-2,802-100%$1.0M———
Sky-Mountain Capital Management, Inc.
N/A—2,791-2,791-100%$997.4K———
Daniel Investment Group, Inc.
N/A—2,771-2,771-100%$990.3K———
Navis Wealth Advisors, LLC
N/A—2,754-2,754-100%$984.2K———
Rialto Wealth Management, LLC
N/A—2,733-2,733-100%$976.7K———
CoreFirst Bank & Trust
N/A—2,728-2,728-100%$974.9K———
Concorde Asset Management, LLC
N/A—2,715-2,715-100%$970.2K———
Yarger Wealth Strategies, LLC
N/A—2,714-2,714-100%$969.4K———
Horizon Bancorp Inc
N/A—2,712-2,712-100%$969.0K———
Earnest Partners LLC
N/A—2,709-2,709-100%$968.1K———
Medallion Wealth Advisors, LLC
N/A—2,708-2,708-100%$967.9K———
Barnett & Company, Inc.
N/A—2,702-2,702-100%$965.6K———
Foresight Global Investors, Inc.
N/A—2,687-2,687-100%$960.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,686-2,686-100%$959.9K———
Widmann Financial Services, Inc.
N/A—2,683-2,683-100%$958.8K———
Front Row Advisors LLC
N/A—2,680-2,680-100%$921.4K———
Cadia Private Client LLC
N/A—2,666-2,666-100%$952.6K———
Capital Financial Group Inc\co\
N/A—2,664-2,664-100%$952.0K———
Strathmore Capital Advisors, Inc.
N/A—2,661-2,661-100%$923.8K———
Axis Wealth Partners, LLC
N/A—2,644-2,644-100%$944.8K———
Select Asset Management & Trust
N/A—2,640-2,640-100%$943.0K———
FMB Wealth Management
N/A—2,636-2,636-100%$941.9K———
Palogic Value Management, L.P.
N/A—2,625-2,625-100%$938.1K———
Allied Private Wealth LLC
N/A—2,620-2,620-100%$948.5K———
Elite Life Management LLC
N/A—2,617-2,617-100%$948.5K———
Lathrop Investment Management Co
N/A—2,613-2,613-100%$934.0K———
Presidio Capital Management, LLC
N/A—2,602-2,602-100%$929.9K———
Ruggaard & Associates LLC
N/A—2,601-2,601-100%$929.7K———
Uniting Wealth Partners, LLC
N/A—2,599-2,599-100%$928.8K———
Old North State Trust, LLC
N/A—2,597-2,597-100%$928.0K———
Wealthspan Partners, LLC
N/A—2,596-2,596-100%$927.6K———
IMA Advisory Services, Inc.
N/A—2,590-2,590-100%$925.6K———
MWA Asset Management
N/A—2,589-2,589-100%$925.2K———
Tudor Financial Inc.
N/A—2,585-2,585-100%$923.8K———
Valued Retirements, Inc.
N/A—2,585-2,585-100%$923.8K———
Balanced Rock Investment Advisors LLC
N/A—2,576-2,576-100%$920.7K———
Ames National Corp
N/A—2,563-2,563-100%$915.9K———
McElhenny Sheffield Capital Management, LLC
N/A—2,559-2,559-100%$914.6K———
Pingora Partners LLC
N/A—2,550-2,550-100%$911.3K———
Kerr Financial Planning Corp
N/A—2,550-2,550-100%$911.2K———
Kilter Group LLC
N/A—2,550-2,550-100%$911.3K———
Broad Run Investment Management, LLC
N/A—2,535-2,535-100%$905.9K———
Parkwoods Wealth Partners, LLC
N/A—2,534-2,534-100%$905.6K———
Index Technologies Group LLC
N/A—2,522-2,522-100%$901.3K———
Ruedi Wealth Management, Inc.
N/A—2,522-2,522-100%$901.4K———
Harvest Investment Advisors, LLC
N/A—2,520-2,520-100%$900.6K———
Sovereign Investment Advisors, LLC
N/A—2,499-2,499-100%$893.1K———
Gould Asset Management LLC
N/A—2,484-2,484-100%$887.8K———
Kinloch Capital, LLC
N/A—2,478-2,478-100%$885.6K———
Trinity Legacy Partners, LLC
N/A—2,474-2,474-100%$876.8K———
Tilson Financial Group, Inc.
N/A—2,470-2,470-100%$882.6K———
Matrix Private Capital Group LLC
N/A—2,470-2,470-100%$882.6K———
Broadleaf Partners, LLC
N/A—2,468-2,468-100%$882.0K———
Clear Investment Research, LLC
N/A—2,468-2,468-100%$881.9K———
Sage Financial Management Group, Inc.
N/A—2,462-2,462-100%$879.8K———
Skba Capital Management LLC
N/A—2,456-2,456-100%$877.7K———
Liberty Square Wealth Partners LLC
N/A—2,437-2,437-100%$870.8K———
Pinney & Scofield, Inc.
N/A—2,434-2,434-100%$869.8K———
Payne Capital Management, LLC
N/A—2,431-2,431-100%$868.8K———
Capital Markets Trading UK LLP
N/A—2,430-2,430-100%$868.0K———
Spreng Capital Management, Inc.
N/A—2,428-2,428-100%$867.7K———
TPG Financial Advisors, LLC
N/A—2,402-2,402-100%$858.4K———
Clarity Financial LLC
N/A—2,400-2,400-100%$857.6K———
WealthCollab, LLC
N/A—2,395-2,395-100%$855.9K———
Hill Investment Group Partners, LLC
N/A—2,378-2,378-100%$849.8K———
Windsor Advisory Group, LLC
N/A—2,376-2,376-100%$849.0K———
Carl P. Sherr & Co., LLC
N/A—2,350-2,350-100%$839.8K———
Partners in Financial Planning
N/A—2,349-2,349-100%$839.5K———
Paragon Capital Management LLC
N/A—2,336-2,336-100%$835.1K———
Veridan Wealth LLC
N/A—2,323-2,323-100%$830.0K———
Bannerstone Capital Management, LLC
N/A—2,318-2,318-100%$828.4K———
Maimon Wealth Management Ltd.
N/A—2,312-2,312-100%$826.2K———
Ravenstone Capital Management Inc.
N/A—2,298-2,298-100%$821.2K———
Brightwater Advisory LLC
N/A—2,298-2,298-100%$821.2K———
Conscious Wealth Investments, LLC
N/A—2,296-2,296-100%$797.1K———
Spectrum Investment Advisors, Inc.
N/A—2,280-2,280-100%$814.6K———
FSB Premier Wealth Management, Inc.
N/A—2,274-2,274-100%$812.8K———
Sonoma Allocations LLC
N/A—2,246-2,246-100%$805.1K———
Alpine Global Management, LLC
N/A—2,218-2,218-100%$792.6K———
Laidlaw Wealth Management LLC
N/A—2,217-2,217-100%$792.3K———
Harbour Investment Management LLC
N/A—2,201-2,201-100%$786.6K———
Greenline Partners, LLC
N/A—2,200-2,200-100%$786.2K———
Tranquilli Financial Advisor LLC
N/A—2,200-2,200-100%$786.2K———
IFS Group,LLC
N/A—2,200-2,200-100%$786.2K———
Highlander Partners, L.P.
N/A—2,200-2,200-100%$786.2K———
SK Wealth Management, LLC
N/A—2,199-2,199-100%$786.3K———
1 North Wealth Services LLC
N/A—2,199-2,199-100%$786.0K———
Intentional Wealth Strategies, LLC
N/A—2,194-2,194-100%$784.1K———
HighMark Wealth Management LLC
N/A—2,193-2,193-100%$783.9K———
Clarion Wealth Managment Partners, LLC
N/A—2,177-2,177-100%$777.9K———
Bridgewealth Advisory Group, LLC
N/A—2,158-2,158-100%$771.4K———
Aldebaran Financial Inc.
N/A—2,150-2,150-100%$768.3K———
Qsemble Capital Management, LP
N/A—2,149-2,149-100%$768.0K———
Seneschal Advisors, LLC
N/A—2,145-2,145-100%$766.4K———
Corus Family Wealth Advisors
N/A—2,141-2,141-100%$765.3K———
MRP Capital Investments, LLC
N/A—2,130-2,130-100%$761.2K———
Rowlandmiller & Partners.adv
N/A—2,125-2,125-100%$759.5K———
Dogwood Wealth Management LLC
N/A—2,090-2,090-100%$746.9K———
Ankerstar Wealth, LLC
N/A—2,083-2,083-100%$744.7K———
Teucrium Investment Advisors, LLC
N/A—2,077-2,077-100%$742.3K———
New England Asset Management Inc
N/A—2,075-2,075-100%$741.5K———
Barnes Wealth Management Group, Inc
N/A—2,072-2,072-100%$740.5K———
Capasso Planning Partners LLC
N/A—2,052-2,052-100%$733.5K———
Core Wealth Advisors, Inc.
N/A—2,042-2,042-100%$729.8K———
OV Management LLC
N/A—2,041-2,041-100%$729.4K———
Wilkinson Global Asset Management LLC
N/A—2,037-2,037-100%$728.0K———
Midwestern Financial, LLC
N/A—2,033-2,033-100%$726.7K———
Second Half Financial Partners, LLC
N/A—2,031-2,031-100%$725.8K———
Legacy Wealth Managment, LLC
N/A—2,029-2,029-100%$725.2K———
Millington Financial Advisors, LLC
N/A—2,026-2,026-100%$702.7K———
Berry Wealth Group, LP
N/A—2,025-2,025-100%$723.7K———
Two Sigma Securities, LLC
N/A—2,021-2,021-100%$722.2K———
Theory Financial LLC
N/A—2,020-2,020-100%$721.9K———
Compass Advisory Group LLC
N/A—2,020-2,020-100%$721.9K———
Alpha Financial Advisors, LLC
N/A—2,015-2,015-100%$720.1K———
RD Lewis Holdings, Inc.
N/A—2,005-2,005-100%$705.8K———
Copia Wealth Management
N/A—2,003-2,003-100%$715.8K———
Brooktree Capital Management
N/A—2,000-2,000-100%$714.7K———
De Lisle Partners LLP
N/A—2,000-2,000-100%$714.7K———
Lutz Financial Services LLC
N/A—1,998-1,998-100%$714.0K———
denkapparat Operations GmbH
N/A—1,996-1,996-100%$713.3K———
Fund Advisors of America Inc
N/A—1,994-1,994-100%$712.6K———
Steelhead Wealth Management LLC
N/A—1,988-1,988-100%$710.0K———
Storen Legacy Partners, LLC
N/A—1,985-1,985-100%$709.5K———
Avise Financial Cooperative, Inc.
N/A—1,980-1,980-100%$707.5K———
Game Plan Financial Advisors, LLC
N/A—1,975-1,975-100%$705.9K———
Zinnia Wealth Advisory, LLC
N/A—1,961-1,961-100%$700.8K———
JDM Financial Group LLC
N/A—1,957-1,957-100%$699.2K———
Kemnay Advisory Services Inc.
N/A—1,954-1,954-100%$698.3K———
Osbon Capital Management LLC
N/A—1,953-1,953-100%$698.1K———
Portfolio Strategies, Inc.
N/A—1,952-1,952-100%$697.6K———
Boulder Wealth Advisors, LLC
N/A—1,933-1,933-100%$690.8K———
Passive Capital Management, Llc.
N/A—1,928-1,928-100%$603.5K———
LOM Asset Management Ltd
N/A—1,925-1,925-100%$687.9K———
Wealth Care LLC
N/A—1,919-1,919-100%$685.7K———
XTX Topco Ltd
N/A—1,917-1,917-100%$685.1K———
January Capital Advisors LLC
N/A—1,913-1,913-100%$683.6K———
Authentikos Wealth Advisory, LLC
N/A—1,912-1,912-100%$683.2K———
Oberweis Asset Management Inc/
N/A—1,900-1,900-100%$679.1K———
Alpha Financial Partners LLC
N/A—1,896-1,896-100%$677.7K———
Frazier Financial Advisors, LLC
N/A—1,888-1,888-100%$674.6K———
Oakmont Corp
N/A—1,886-1,886-100%$674.0K———
Custos Family Office, LLC
N/A—1,882-1,882-100%$672.5K———
Addison Advisors LLC
N/A—1,881-1,881-100%$672.4K———
Genesis Wealth Advisors, LLC
N/A—1,880-1,880-100%$671.9K———
Petra Financial Advisors Inc
N/A—1,879-1,879-100%$671.5K———
Mars Jewett Financial Group, Inc.
N/A—1,877-1,877-100%$670.8K———
Sandhill Capital Partners LLC
N/A—1,869-1,869-100%$667.9K———
Mcguire Capital Advisors Inc
N/A—1,865-1,865-100%$666.3K———
Access Financial Services, Inc.
N/A—1,864-1,864-100%$666.0K———
BHK Investment Advisors, LLC
N/A—1,857-1,857-100%$663.6K———
HTG Investment Advisors, Inc.
N/A—1,830-1,830-100%$653.9K———
Painted Porch Advisors LLC
N/A—1,821-1,821-100%$650.7K———
Stephens Investment Management Group LLC
N/A—1,819-1,819-100%$650.1K———
Wealthgarden F.S. LLC
N/A—1,818-1,818-100%$649.9K———
Daner Wealth Management, LLC
N/A—1,817-1,817-100%$629.4K———
Evolution Advisers, Inc.
N/A—1,813-1,813-100%$648.0K———
Resolute Capital, LLC
N/A—1,805-1,805-100%$645.1K———
Peconic Partners LLC
N/A—1,800-1,800-100%$643.3K———
Guardian Capital, LLC
N/A—1,794-1,794-100%$641.0K———
Legacy Capital Wealth Management, LLC
N/A—1,788-1,788-100%$639.0K———
E-Wealth Partners, LLC
N/A—1,786-1,786-100%$638.1K———
Safe Harbor Family Capital, LLC
N/A—1,786-1,786-100%$638.3K———
Wexford Capital LP
N/A—1,786-1,786-100%$638.3K———
Alaska Wealth Advisors, LLC
N/A—1,752-1,752-100%$626.2K———
Geometric Wealth Advisors
N/A—1,750-1,750-100%$625.4K———
Sollinda Capital Management LLC
N/A—1,745-1,745-100%$623.5K———
Wood Tarver Financial Group, LLC
N/A—1,743-1,743-100%$623.0K———
Sheridan Capital Management, LLC
N/A—1,732-1,732-100%$619.0K———
LWM Advisory Services, LLC
N/A—1,732-1,732-100%$619.0K———
Causey Wealth LLC
N/A—1,719-1,719-100%$614.2K———
Planning Center, Inc.
N/A—1,707-1,707-100%$610.1K———
Planning Directions Inc
N/A—1,706-1,706-100%$609.7K———
Axiom Financial Strategies, LLC
N/A—1,702-1,702-100%$608.2K———
Keener Financial Planning LLC
N/A—1,701-1,701-100%$607.0K———
Imprint Wealth LLC
N/A—1,698-1,698-100%$606.8K———
WorthPointe, LLC
N/A—1,688-1,688-100%$603.2K———
S&T Bank
N/A—1,680-1,680-100%$600.4K———
Strategic Investment Solutions, Inc.
N/A—1,675-1,675-100%$598.2K———
Windle Wealth, LLC
N/A—1,674-1,674-100%$598.2K———
First Wilshire Securities Management Inc
N/A—1,667-1,667-100%$595.7K———
Strategic Financial Partners, Ltd.
N/A—1,662-1,662-100%$594.0K———
Unconventional Investor, LLC
N/A—1,660-1,660-100%$593.2K———
truNorth Financial Services, Inc.
N/A—1,658-1,658-100%$592.5K———
Indie Asset Partners, LLC
N/A—1,658-1,658-100%$592.3K———
Samjo Management, LLC
N/A—1,650-1,650-100%$589.7K———
Olde Wealth Management, LLC
N/A—1,644-1,644-100%$587.0K———
Note Advisors, LLC
N/A—1,637-1,637-100%$585.0K———
WPWealth LLP
N/A—1,632-1,632-100%$583.2K———
Resolute Wealth Advisor, Inc.
N/A—1,628-1,628-100%$468.1K———
Schrum Private Wealth Management LLC
N/A—1,623-1,623-100%$313.2K———
Leo H. Evart, Inc.
N/A—1,608-1,608-100%$574.8K———
NerdWallet Wealth Partners, LLC
N/A—1,602-1,602-100%$572.4K———
Mountain Capital Investment Advisors Inc.
N/A—1,601-1,601-100%$572.0K———
AlphaGrep UK Ltd
N/A—1,589-1,589-100%$567.9K———
Cahill Financial Advisors Inc
N/A—1,589-1,589-100%$567.7K———
Colter Lewis Investment Partners LLC
N/A—1,575-1,575-100%$562.9K———
Estate Planners Group, LLC
N/A—1,558-1,558-100%$556.6K———
Financial Strategies Group, Inc.
N/A—1,556-1,556-100%$540.1K———
Kirkwood Financial Services
N/A—1,553-1,553-100%$555.0K———
Trustco Bank Corp N Y
N/A—1,547-1,547-100%$552.9K———
Everstar Asset Management, LLC
N/A—1,530-1,530-100%$546.9K———
Fieldview Capital Management, LLC
N/A—1,527-1,527-100%$545.7K———
Drexel Morgan & Co.
N/A—1,520-1,520-100%$543.2K———
Byrne Financial Freedom, LLC
N/A—1,519-1,519-100%$543.0K———
Tribridge Partners Financial LLC
N/A—1,508-1,508-100%$492.5K———
Oak Wealth Advisors LLC
N/A—1,496-1,496-100%$534.6K———
BWM Planning, LLC
N/A—1,483-1,483-100%$530.0K———
Revere Asset Management, Inc
N/A—1,481-1,481-100%$529.3K———
ForthRight Wealth Management, LLC
N/A—1,479-1,479-100%$528.6K———
Financial Alternatives, Inc
N/A—1,468-1,468-100%$524.8K———
Thayer Partners, LLC / MA
N/A—1,464-1,464-100%$523.3K———
Sprott Inc.
N/A—1,448-1,448-100%$517.5K———
Denver Wealth Management, Inc.
N/A—1,436-1,436-100%$513.1K———
Mason Investment Advisory Services, Inc.
N/A—1,436-1,436-100%$513.3K———
Brendel Financial Advisors LLC
N/A—1,416-1,416-100%$506.1K———
Torrey-Payne Wealth Management, LLC
N/A—1,416-1,416-100%$506.0K———
Envision Financial Transparency, LLC
N/A—1,413-1,413-100%$505.0K———
Significant Wealth Partners LLC
N/A—1,405-1,405-100%$502.0K———
Old West Investment Management, LLC
N/A—1,400-1,400-100%$500.3K———
Element Wealth, LLC
N/A—1,398-1,398-100%$499.5K———
Basepoint Wealth LLC
N/A—1,395-1,395-100%$498.7K———
Paul R. Ried Financial Group, LLC
N/A—1,391-1,391-100%$497.1K———
Brown Financial Advisors
N/A—1,383-1,383-100%$494.2K———
Brogan Financial, Inc.
N/A—1,381-1,381-100%$493.7K———
Aristotle Capital Management, LLC
N/A—1,367-1,367-100%$488.5K———
Seaside Wealth Management, Inc.
N/A—1,352-1,352-100%$483.2K———
KilterHowling LLC
N/A—1,348-1,348-100%$481.6K———
Oakmont Advisory Group, LLC
N/A—1,338-1,338-100%$478.0K———
Meramec Financial Planners, LLC
N/A—1,334-1,334-100%$435.8K———
Fischer Investment Strategies, LLC
N/A—1,330-1,330-100%$475.3K———
1922 Investment Co LLC
N/A—1,329-1,329-100%$474.9K———
WealthTrak Capital Management LLC
N/A—1,328-1,328-100%$474.6K———
J.E. Simmons & Co., P.C.
N/A—1,327-1,327-100%$474.2K———
HBE Wealth Management, LLC
N/A—1,325-1,325-100%$473.7K———
Pinnacle Family Advisors, LLC
N/A—1,322-1,322-100%$472.6K———
Noble Wealth Partners LLC
N/A—1,313-1,313-100%$469.4K———
One68 Global Capital, LLC
N/A—1,300-1,300-100%$464.6K———
TD Capital Management LLC
N/A—1,297-1,297-100%$463.5K———
Symphony Financial Services, Inc.
N/A—1,275-1,275-100%$455.6K———
Curio Wealth, LLC
N/A—1,268-1,268-100%$453.1K———
MorganRosel Wealth Management, LLC
N/A—1,266-1,266-100%$452.4K———
Borer Denton & Associates, Inc.
N/A—1,262-1,262-100%$451.0K———
360 Financial, Inc.
N/A—1,251-1,251-100%$447.2K———
BTS Asset Management, Inc.
N/A—1,248-1,248-100%$445.9K———
Roble, Belko & Company, Inc
N/A—1,245-1,245-100%$445.0K———
1492 Capital Management LLC
N/A—1,236-1,236-100%$441.7K———
Beta Wealth Group, Inc.
N/A—1,233-1,233-100%$440.6K———
Dopkins Wealth Management, LLC
N/A—1,232-1,232-100%$440.3K———
Disciplined Investments, LLC
N/A—1,220-1,220-100%$436.0K———
Signal Tree Financial Partners LLC
N/A—1,219-1,219-100%$435.6K———
Great OAK Capital Partners, LLC
N/A—1,213-1,213-100%$427.7K———
Odyssey Group, LLC
N/A—1,207-1,207-100%$431.4K———
Triton Financial Group Inc
N/A—1,202-1,202-100%$429.5K———
Prepared Retirement Institute LLC
N/A—1,202-1,202-100%$429.6K———
Massar Capital Management, LP
N/A—1,199-1,199-100%$428.5K———
Prossimo Advisors, LLC
N/A—1,186-1,186-100%$423.8K———
Cauble & Harre Wealth Management, Inc.
N/A—1,186-1,186-100%$423.8K———
Financial Life Planners
N/A—1,184-1,184-100%$423.3K———
Investment Counsel Co of Nevada
N/A—1,165-1,165-100%$416.4K———
Markin Asset Management, LP
N/A—1,163-1,163-100%$415.6K———
Turner Financial Group, Inc.
N/A—1,159-1,159-100%$414.2K———
Luken Investment Analytics, LLC
N/A—1,153-1,153-100%$412.0K———
Kickstand Ventures, Llc.
N/A—1,148-1,148-100%$410.3K———
Freedom Investment Management, Inc.
N/A—1,148-1,148-100%$410.3K———
GoodHaven Capital Management, LLC
N/A—1,146-1,146-100%$409.5K———
RFP Financial Group LLC
N/A—1,140-1,140-100%$407.4K———
Pursuit Wealth Strategies, LLC
N/A—1,137-1,137-100%$406.2K———
Blom & Howell Financial Planning, Inc.
N/A—1,119-1,119-100%$399.9K———
Whetstone Capital Advisors, LLC
N/A—1,116-1,116-100%$398.8K———
First National Bank of Hutchinson
N/A—1,112-1,112-100%$397.4K———
Raffa Wealth Management, LLC
N/A—1,112-1,112-100%$397.4K———
Virtus Advisers, LLC
N/A—1,106-1,106-100%$395.3K———
Coign Capital Advisors LLC
N/A—1,103-1,103-100%$394.3K———
White Wing Wealth Management
N/A—1,101-1,101-100%$393.4K———
Cloverfields Capital Group, LP
N/A—1,100-1,100-100%$393.1K———
Clark Estates Inc
N/A—1,100-1,100-100%$393.1K———
Lowery Thomas, LLC
N/A—1,099-1,099-100%$392.7K———
Trailhead Planners LLC
N/A—1,095-1,095-100%$391.3K———
LGT Financial Advisors LLC
N/A—1,079-1,079-100%$385.6K———
Troutman Wealth Management, LLC
N/A—1,074-1,074-100%$383.8K———
Objectivity Squared, LLC
N/A—1,066-1,066-100%$380.8K———
CapitalatWork S.A.
N/A—1,061-1,061-100%$379.0K———
Compass Financial Group, Inc.
N/A—1,058-1,058-100%$378.1K———
Headland Capital, LLC
N/A—1,050-1,050-100%$375.2K———
Lotus Technology Management, LP
N/A—1,049-1,049-100%$374.9K———
Stillwater Private Wealth, LLC
N/A—1,042-1,042-100%$357———
Legacy Financial Group LLC
N/A—1,035-1,035-100%$369.9K———
Coral Wealth Management, LLC
N/A—1,031-1,031-100%$368.4K———
Pacific SUN Financial Corp
N/A—1,018-1,018-100%$363.8K———
American Asset Management Inc.
N/A—1,013-1,013-100%$362.0K———
Longview Financial Advisors LLC
N/A—1,010-1,010-100%$360.9K———
Highland Investment Advisors LLC
N/A—1,009-1,009-100%$360.6K———
Counterweight Ventures, LLC
N/A—1,005-1,005-100%$359.3K———
Milford Funds LTD
N/A—1,000-1,000-100%$357.4K———
Momentum Wealth Planning, LLC
N/A—1,000-1,000-100%$357.4K———
Mission Hills Financial Advisory, LLC
N/A—996-996-100%$356.0K———
Winslow Asset Management Inc
N/A—990-990-100%$354.0K———
Owen LaRue, LLC
N/A—983-983-100%$351.1K———
Palladiem, LLC
N/A—980-980-100%$350.2K———
Luminist Capital LLC
N/A—958-958-100%$310.6K———
Mainstay Capital Management LLC
N/A—956-956-100%$341.7K———
Prudent Investors Network, Inc.
N/A—956-956-100%$341.6K———
Ciovacco Capital Management LLC
N/A—955-955-100%$341.3K———
Forefront Wealth Partners, LLC
N/A—954-954-100%$340.9K———
Hudson Portfolio Management LLC
N/A—950-950-100%$339.5K———
Cbiz Investment Advisory Services, LLC
N/A—945-945-100%$271.7K———
Globeflex Capital L P
N/A—940-940-100%$335.9K———
Vermillion & White Wealth Management Group, LLC
N/A—937-937-100%$334.9K———
McDonough Capital Management, Inc
N/A—932-932-100%$333.1K———
Cladis Investment Advisory, LLC
N/A—931-931-100%$332.6K———
Forum Private Client Group LLC
N/A—930-930-100%$332.5K———
NFC Investments, LLC
N/A—930-930-100%$333.0K———
Amara Financial, Llc.
N/A—923-923-100%$329.8K———
Quest Investment Management LLC
N/A—921-921-100%$329.0K———
Toews Corp
N/A—920-920-100%$328.8K———
Measured Wealth Private Client Group, LLC
N/A—917-917-100%$327.7K———
Financial Plan, Inc.
N/A—917-917-100%$327.7K———
MB Generational Wealth, LLC
N/A—916-916-100%$327.4K———
Avant Capital LLC
N/A—912-912-100%$325.8K———
Evergreen Wealth Partners LLC
N/A—911-911-100%$325.4K———
Bravias Capital Group, LLC
N/A—909-909-100%$325.0K———
Bellevue Group AG
N/A—907-907-100%$395.6K———
Presper Financial Architects, LLC
N/A—905-905-100%$323.4K———
Harbour Wealth Management Group, Inc.
N/A—903-903-100%$322.8K———
Riverview Trust Co
N/A—900-900-100%$321.6K———
Keystone Financial Services, LLC
N/A—896-896-100%$320.1K———
DiPaolo Financial Group, Inc.
N/A—891-891-100%$318.4K———
Rexford Capital Inc
N/A—888-888-100%$317.3K———
Valley Financial Group, Inc.
N/A—885-885-100%$316.4K———
Tencap Wealth Coaching, LLC
N/A—874-874-100%$312.6K———
Bruce G. Allen Investments, LLC
N/A—854-854-100%$305.2K———
Verity Wealth Advisors
N/A—840-840-100%$300.2K———
Retirement Capital Strategies
N/A—836-836-100%$298.8K———
Nicholson Wealth Management Group, LLC
N/A—836-836-100%$298.8K———
Titan Global Capital Management USA LLC
N/A—835-835-100%$298.5K———
QVT Financial LP
N/A—832-832-100%$297.3K———
Gould Capital, LLC
N/A—832-832-100%$297.3K———
Financial Concepts Unlimited, Inc.
N/A—832-832-100%$297.4K———
Capital Investment Management, Inc.
N/A—829-829-100%$296.2K———
Demming Financial Services Corp
N/A—824-824-100%$294.5K———
Conquis Financial LLC
N/A—823-823-100%$294.1K———
Vistica Wealth Advisors, LLC
N/A—818-818-100%$292.3K———
Retirement Planning Group, LLC / NY
N/A—808-808-100%$288.9K———
Citizens & Northern Corp
N/A—807-807-100%$288.4K———
Ithaka Group LLC
N/A—802-802-100%$286.6K———
Lighthouse Investment Partners, LLC
N/A—800-800-100%$285.9K———
Nicholson Meyer Capital Management, Inc.
N/A—796-796-100%$284.5K———
AllGen Financial Advisors, Inc.
N/A—796-796-100%$284.4K———
Collaborative Wealth Managment Inc.
N/A—795-795-100%$284.1K———
Hutner Capital Management Inc
N/A—795-795-100%$283.9K———
Financial Freedom, LLC
N/A—791-791-100%$282.6K———
PMG Wealth Management, Inc.
N/A—789-789-100%$282.0K———
Cornerstone Advisors Asset Management, LLC
N/A—789-789-100%$282.0K———
ArborFi Advisors, LLC
N/A—786-786-100%$280.9K———
Strategic Advisory Partners, LLC
N/A—781-781-100%$279.3K———
Walsh & Associates, LLC
N/A—781-781-100%$279.1K———
Estate Counselors, LLC
N/A—780-780-100%$278.7K———
AG Asset Advisory, LLC
N/A—780-780-100%$278.7K———
Innovator Capital Management, LLC
N/A—778-778-100%$278.0K———
Goldstream Capital Management Ltd
N/A—776-776-100%$277.3K———
Aurdan Capital Management, LLC
N/A—776-776-100%$277.3K———
Turim 21 Investimentos Ltda.
N/A—773-773-100%$276.2K———
Castlekeep Investment Advisors LLC
N/A—771-771-100%$275.5K———
Vawter Financial, Ltd.
N/A—769-769-100%$274.8K———
Schiavi & Co LLC
N/A—764-764-100%$273.0K———
Caption Management, LLC
N/A—760-760-100%$271.6K———
Riverpoint Wealth Management Holdings, LLC
N/A—758-758-100%$270.8K———
Genesis Financial Group, LLC
N/A—755-755-100%$269.8K———
Silver Oak Advisory Group, Inc.
N/A—755-755-100%$269.0K———
Envision Financial Planning, LLC
N/A—754-754-100%$269.3K———
Compton Financial Group, LLC
N/A—753-753-100%$269.0K———
Mountain Lake Investment Management LLC
N/A—750-750-100%$268.0K———
ATLas Financial Planning LLC
N/A—749-749-100%$267.7K———
Northeast Planning Associates, Inc. / NH /
N/A—740-740-100%$264.5K———
RIK Saylor Financial, Inc.
N/A—731-731-100%$261.1K———
Viaable, LLC
N/A—728-728-100%$263.0K———
EntryPoint Capital, LLC
N/A—722-722-100%$258.0K———
Rench Wealth Management, Inc.
N/A—718-718-100%$256.4K———
ABS Investment Management LLC
N/A—715-715-100%$1.4M———
Gabelli & Co Investment Advisers, Inc.
N/A—710-710-100%$253.7K———
Shepherd Kaplan Krochuk, LLC
N/A—706-706-100%$252.5K———
Caden Capital Partners, LP
N/A—700-700-100%$250.2K———
Semper Augustus Investments Group LLC
N/A—700-700-100%$250.2K———
LGL Partners, LLC
N/A—698-698-100%$249.5K———
Caxton Corp
N/A—691-691-100%$246.9K———
Threadgill Financial, LLC
N/A—690-690-100%$246.6K———
FPC Investment Advisory, Inc.
N/A—686-686-100%$237.9K———
Good Steward Wealth Advisors,LLC
N/A—670-670-100%$239.4K———
Ehrenkranz Partners L.P.
N/A—660-660-100%$235.9K———
Capital Asset Managemnet, LLC
N/A—660-660-100%$235.9K———
Numerai GP LLC
N/A—656-656-100%$234.4K———
Allie Family Office LLC
N/A—654-654-100%$233.7K———
Eldridge Investment Advisors, Inc.
N/A—651-651-100%$232.6K———
JHP Wealth Management, LLC
N/A—633-633-100%$226.1K———
Providence Financial Advisors, LLC
N/A—630-630-100%$225.1K———
Payne Capital LLC
N/A—620-620-100%$221.6K———
Williamson Legacy Group, LLC
N/A—616-616-100%$220.1K———
Argo Wealth Advisory, LLC
N/A—611-611-100%$218.4K———
Harborfront Financial Group LLC
N/A—610-610-100%$217.8K———
Rwwm, Inc.
N/A—605-605-100%$216.2K———
Waterford Advisors, LLC
N/A—604-604-100%$215.7K———
Timbuktu Capital Management, LLC
N/A—603-603-100%$215.5K———
Capstone Wealth Management, Inc.
N/A—601-601-100%$215.9K———
VanWeelden Wealth Management, LLC
N/A—600-600-100%$214.4K———
Reliant Investment Partners, LLC
N/A—596-596-100%$213.0K———
Vigil Wealth Management, LLC
N/A—593-593-100%$211.9K———
Perspective Wealth Advisors LLC
N/A—592-592-100%$211.4K———
Kennedy Capital Management LLC
N/A—585-585-100%$209.1K———
Formulate Financial LLC
N/A—580-580-100%$207.3K———
Mark Sheptoff Financial Planning, LLC
N/A—575-575-100%$205.5K———
Hershey Financial Advisers, LLC
N/A—569-569-100%$203.3K———
Investments & Financial Planning, LLC
N/A—569-569-100%$203.3K———
Uniplan Investment Counsel, Inc.
N/A—568-568-100%$203.0K———
Atom Investors LP
N/A—561-561-100%$200.5K———
Hansen & Associates Financial Group, Inc.
N/A—560-560-100%$205.4K———
Cutler Capital Management, LLC
N/A—549-549-100%$196.2K———
Investors Portfolio Services LLC
N/A—530-530-100%$189.2K———
MAR Vista Investment Partners LLC
N/A—505-505-100%$180.5K———
Atomic Invest LLC
N/A—500-500-100%$176.7K———
Financial Gravity Companies, Inc.
N/A—479-479-100%$171.2K———
Centennial Bank
N/A—469-469-100%$167.6K———
Benson Wealth Management Inc
N/A—468-468-100%$167.2K———
IAG Wealth Partners, LLC
N/A—465-465-100%$166.1K———
Marshall Investment Management, LLC
N/A—462-462-100%$165.2K———
Parvin Asset Management, LLC
N/A—460-460-100%$164.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—453-453-100%$161.9K———
Strategic Wealth Advisors LLC
N/A—450-450-100%$140———
Kiker Wealth Management, LLC
N/A—445-445-100%$159.0K———
Coston, McIsaac & Partners
N/A—433-433-100%$154.0K———
Tacita Capital Inc
N/A—416-416-100%$148.7K———
Minot DeBlois Advisors LLC
N/A—415-415-100%$148.2K———
HFM Investment Advisors, LLC
N/A—411-411-100%$146.9K———
180 GPS Investments IC Ltd
N/A—404-404-100%$144.4K———
Teachers Insurance & Annuity Association of America
N/A—400-400-100%$142.9K———
Tanglewood Legacy Advisors, LLC
N/A—382-382-100%$136.5K———
Disciplina Capital Management LLC
N/A—345-345-100%$123.4K———
Regatta Research & Money Management
N/A—344-344-100%$122.6K———
Timmons Wealth Management, LLC
N/A—341-341-100%$121.7K———
Apollo Management Holdings, L.P.
N/A—336-336-100%$120.1K———
NI Acquisitions Company, LLC
N/A—330-330-100%$116.4K———
Stance Capital LLC
N/A—324-324-100%$115.8K———
VSM Wealth Advisory, LLC
N/A—320-320-100%$114.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—306-306-100%$109.4K———
Knott David M Jr
N/A—300-300-100%$107.2K———
Atlantic Private Wealth, LLC
N/A—250-250-100%$89.3K———
WHI Trust Co LLC
N/A—231-231-100%$82.6K———
Corsicana & Co.
N/A—224-224-100%$80.1K———
VAN DEN Berg Management I, Inc
N/A—214-214-100%$76.3K———
Graney & King, LLC
N/A—180-180-100%$64.4K———
Swan Capital LLC
N/A—158-158-100%$56.6K———
Bard Associates Inc
N/A—137-137-100%$49.0K———
Premier Financial Group
N/A—127-127-100%$45.4K———
Core Capital Management & Research, inc.
N/A—118-118-100%$40.7K———
EMC Capital Management
N/A—100-100-100%$35———
Park Square Financial Group, LLC
N/A—95-95-100%$34.0K———
Select Equity Group, L.P.
N/A—36-36-100%$12.9K———
Philadelphia Investment Partners, LLC
N/A—18-18-100%$6.4K———
TB Capital Gestao de Recursos Ltda.
N/A—18-18-100%$6.4K———
Cordant, Inc.
N/A—12-12-100%$4.3K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$3.6K———
XP Advisory US, Inc.
N/A—9-9-100%$3.2K———
Ross\johnson & Associates LLC
N/A—9-9-100%$3.2K———
Hillman Capital Management, Inc.
N/A—4-4-100%$1.4K———
Peak6 LLC
N/A—2-2-100%$654———
Showing 5931 of 5931 institutions