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Amazon.com Inc (AMZN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares236,354,202 from 233,211,684
Change+3,142,518 (+1%)
Value$58.7B (+$3.3B)
Filed 2026-11-06
Amundi
INCREASED
Shares68,480,156 from 63,822,242
Change+4,657,914 (+7%)
Value$17.1B (+$1.9B)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares67,948,189 from 68,563,416
Change-615,227 (-1%)
Value$16.9B (+$587.9M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares44,798,142 from 42,004,016
Change+2,794,126 (+7%)
Value$11.2B (+$1.1B)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares36,805,743 from 35,278,110
Change+1,527,633 (+4%)
Value$9.2B (+$762.0M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares35,573,420 from 34,978,432
Change+594,988 (+2%)
Value$8.9B (+$526.4M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares29,601,198 from 27,823,553
Change+1,777,645 (+6%)
Value$7.4B (+$743.7M)
Filed 2026-11-05
Sanders Capital, LLC
DECREASED
Shares29,251,676 from 29,352,719
Change-101,043 (0%)
Value$7.3B (+$292.1M)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares26,378,506 from 26,081,505
Change+297,001 (+1%)
Value$6.6B (+$355.9M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares26,153,008 from 17,832,409
Change+8,320,599 (+47%)
Value$6.5B (+$2.3B)
Filed 2026-10-15
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares24,283,104 from 24,962,064
Change-678,960 (-3%)
Value$6.1B (+$100.7M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares17,546,990 from 17,124,075
Change+422,915 (+2%)
Value$4.4B (+$290.5M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares17,456,833 from 19,088,378
Change-1,631,545 (-9%)
Value$4.3B (-$200.2M)
Filed 2026-11-04
Swedbank AB
DECREASED
Shares16,093,033 from 16,501,189
Change-408,156 (-2%)
Value$4.0B (+$76.7M)
Filed 2026-10-27
Principal Financial Group Inc
DECREASED
Shares15,645,699 from 17,085,402
Change-1,439,703 (-8%)
Value$3.9B (-$174.0M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
INCREASED
Shares13,895,849 from 9,474,775
Change+4,421,074 (+47%)
Value$3.4B (+$3.4B)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares12,917,238 from 12,517,823
Change+399,415 (+3%)
Value$3.2B (+$228.2M)
Filed 2026-11-06
Aberdeen Group plc
INCREASED
Shares12,810,596 from 11,979,550
Change+831,046 (+7%)
Value$3.2B (+$336.6M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares9,116,153 from 9,484,845
Change-368,692 (-4%)
Value$2.3B (+$10.7M)
Filed 2026-10-20
Pictet Asset Management Holding SA
INCREASED
Shares8,739,930 from 8,560,088
Change+179,842 (+2%)
Value$2.2B (+$137.0M)
Filed 2026-11-03
Parnassus Investments, LLC
INCREASED
Shares7,477,264 from 6,903,653
Change+573,611 (+8%)
Value$1.9B (+$217.5M)
Filed 2026-10-22
New York State Teachers Retirement System
DECREASED
Shares7,263,110 from 7,539,604
Change-276,494 (-4%)
Value$1.8B (+$12.6M)
Filed 2026-10-22
Daiwa Securities Group Inc.
INCREASED
Shares7,262,990 from 6,213,142
Change+1,049,848 (+17%)
Value$1.8B (+$328.7M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares6,835,058 from 6,730,592
Change+104,466 (+2%)
Value$1.7B (+$98.8M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares6,814,498 from 6,387,767
Change+426,731 (+7%)
Value$1.7B (+$175.4M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares6,573,407 from 6,419,159
Change+154,248 (+2%)
Value$1.6B (+$107.7M)
Filed 2026-11-05
KBC Group NV
DECREASED
Shares6,407,947 from 6,416,243
Change-8,296 (0%)
Value$1.6B (+$67.3M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares6,333,253 from 5,706,712
Change+626,541 (+11%)
Value$1.6B (+$217.8M)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares6,001,947 from 5,986,857
Change+15,090 (+0%)
Value$1.5B (+$68.5M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares5,732,935 from 5,719,268
Change+13,667 (+0%)
Value$1.4B (+$65.2M)
Filed 2026-11-05
ProShare Advisors LLC
INCREASED
Shares5,483,095 from 5,326,097
Change+156,998 (+3%)
Value$1.4B (+$96.7M)
Filed 2026-10-29
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares5,448,749 from 5,373,533
Change+75,216 (+1%)
Value$1.4B (+$76.8M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares5,051,633 from 4,694,102
Change+357,531 (+8%)
Value$1.3B (+$139.8M)
Filed 2026-11-02
Eurizon Capital SGR S.p.A.
INCREASED
Shares5,050,608 from 4,948,499
Change+102,109 (+2%)
Value$1.3B (+$74.7M)
Filed 2026-11-06
Alecta Tjanstepension Omsesidigt
DECREASED
Shares4,881,300 from 4,992,300
Change-111,000 (-2%)
Value$1.2B (+$26.9M)
Filed 2026-11-02
Temasek Holdings (Private) Ltd
INCREASED
Shares4,869,713 from 4,570,184
Change+299,529 (+7%)
Value$1.2B (+$124.0M)
Filed 2026-10-28
Egerton Capital (UK) LLP
INCREASED
Shares4,714,127 from 3,573,408
Change+1,140,719 (+32%)
Value$1.2B (+$322.8M)
Filed 2026-10-20
Asset Management One Co., Ltd.
DECREASED
Shares4,626,692 from 4,661,019
Change-34,327 (-1%)
Value$1.2B (+$41.8M)
Filed 2026-10-27
Ninety One UK Ltd
DECREASED
Shares4,549,854 from 4,694,680
Change-144,826 (-3%)
Value$1.1B (+$14.7M)
Filed 2026-10-15
Neos Investment Management LLC
INCREASED
Shares4,461,383 from 3,933,172
Change+528,211 (+13%)
Value$1.1B (+$174.1M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares4,345,131 from 4,355,145
Change-10,014 (0%)
Value$1.1B (+$44.6M)
Filed 2026-10-30
Flossbach VON Storch SE
DECREASED
Shares4,311,228 from 5,500,511
Change-1,189,283 (-22%)
Value$1.1B (-$236.8M)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
DECREASED
Shares4,127,227 from 4,579,109
Change-451,882 (-10%)
Value$1.0B (-$82.3M)
Filed 2026-11-04
Banque Pictet & CIE SA
DECREASED
Shares4,113,153 from 4,144,678
Change-31,525 (-1%)
Value$1.0B (+$36.9M)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares4,063,923 from 4,042,874
Change+21,049 (+1%)
Value$1.0B (+$48.9M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares3,998,340 from 4,122,704
Change-124,364 (-3%)
Value$996.2M (+$13.6M)
Filed 2026-11-02
Cardano Risk Management B.V.
INCREASED
Shares3,940,954 from 2,909,831
Change+1,031,123 (+35%)
Value$981.9M (+$288.4M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,888,179 from 3,364,461
Change+523,718 (+16%)
Value$907.6M (+$149.6M)
Filed 2026-10-13
Retirement Systems of Alabama
INCREASED
Shares3,802,772 from 3,781,681
Change+21,091 (+1%)
Value$947.5M (+$46.1M)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares3,737,070 from 3,711,180
Change+25,890 (+1%)
Value$929.5M (+$43.9M)
Filed 2026-10-29
CIBC Asset Management Inc
INCREASED
Shares3,554,173 from 3,444,029
Change+110,144 (+3%)
Value$885.4M (+$64.7M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares3,318,781 from 3,498,544
Change-179,763 (-5%)
Value$826.9M (-$7.0M)
Filed 2026-10-30
Calamos Advisors LLC
INCREASED
Shares3,246,814 from 2,991,600
Change+255,214 (+9%)
Value$808.9M (+$95.9M)
Filed 2026-11-02
King Luther Capital Management Corp
DECREASED
Shares3,236,047 from 3,341,534
Change-105,487 (-3%)
Value$806.3M (+$9.8M)
Filed 2026-11-05
SEB Asset Management AB
INCREASED
Shares3,131,831 from 3,089,490
Change+42,341 (+1%)
Value$780.3M (+$43.9M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares3,127,692 from 3,131,198
Change-3,506 (0%)
Value$779.3M (+$33.0M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares3,107,027 from 3,060,490
Change+46,537 (+2%)
Value$774.1M (+$44.7M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares3,097,974 from 3,136,144
Change-38,170 (-1%)
Value$771.9M (+$24.4M)
Filed 2026-11-04
UniSuper Management Pty Ltd
DECREASED
Shares3,031,276 from 3,363,380
Change-332,104 (-10%)
Value$755.2M (-$46.4M)
Filed 2026-10-26
Mawer Investment Management Ltd.
DECREASED
Shares2,909,820 from 3,028,097
Change-118,277 (-4%)
Value$725.0M (+$3.3M)
Filed 2026-11-06
PineStone Asset Management Inc.
INCREASED
Shares2,909,610 from 2,778,800
Change+130,810 (+5%)
Value$724.9M (+$62.6M)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares2,869,586 from 2,237,842
Change+631,744 (+28%)
Value$714.9M (+$181.5M)
Filed 2026-11-02
Nykredit A/S
INCREASED
Shares2,822,673 from 2,813,162
Change+9,511 (+0%)
Value$703.3M (+$32.8M)
Filed 2026-11-06
Czech National Bank
INCREASED
Shares2,820,243 from 2,786,316
Change+33,927 (+1%)
Value$702.7M (+$38.6M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares2,712,223 from 2,685,688
Change+26,535 (+1%)
Value$675.8M (+$35.6M)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares2,708,814 from 2,955,038
Change-246,224 (-8%)
Value$674.9M (-$29.4M)
Filed 2026-10-16
State of Michigan Retirement System
DECREASED
Shares2,580,279 from 2,647,879
Change-67,600 (-3%)
Value$642.9M (+$11.8M)
Filed 2026-10-27
Swiss Life Asset Management Ltd
DECREASED
Shares2,517,712 from 2,566,642
Change-48,930 (-2%)
Value$627.3M (+$15.6M)
Filed 2026-11-03
Fiera Capital Corp
DECREASED
Shares2,473,914 from 2,600,029
Change-126,115 (-5%)
Value$616.4M (-$3.3M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,470,489 from 2,479,591
Change-9,102 (0%)
Value$615.5M (+$24.5M)
Filed 2026-11-02
AMF Tjanstepension AB
DECREASED
Shares2,446,140 from 2,466,179
Change-20,039 (-1%)
Value$609.5M (+$21.7M)
Filed 2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares2,378,091 from 2,514,375
Change-136,284 (-5%)
Value$592.5M (-$6.8M)
Filed 2026-10-15
Candriam S.C.A.
DECREASED
Shares2,371,350 from 2,595,539
Change-224,189 (-9%)
Value$593.0M (-$25.0M)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares2,326,667 from 1,992,239
Change+334,428 (+17%)
Value$579.7M (+$104.9M)
Filed 2026-10-21
Veritas Asset Management LLP
INCREASED
Shares2,325,835 from 2,280,144
Change+45,691 (+2%)
Value$579.5M (+$36.0M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
INCREASED
Shares2,316,400 from 2,274,612
Change+41,788 (+2%)
Value$577.1M (+$35.0M)
Filed 2026-10-15
TD Waterhouse Canada Inc.
INCREASED
Shares2,301,983 from 2,257,562
Change+44,421 (+2%)
Value$572.0M (+$26.1M)
Filed 2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares2,265,846 from 2,268,868
Change-3,022 (0%)
Value$564.5M (+$23.8M)
Filed 2026-10-30
Allen Investment Management, LLC
DECREASED
Shares2,260,349 from 2,316,405
Change-56,056 (-2%)
Value$563.2M (+$11.1M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares2,242,626 from 2,178,126
Change+64,500 (+3%)
Value$558.8M (+$39.6M)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares2,230,027 from 2,248,322
Change-18,295 (-1%)
Value$555.6M (+$19.7M)
Filed 2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares2,168,589 from 2,162,118
Change+6,471 (+0%)
Value$540.3M (+$25.0M)
Filed 2026-11-03
Great Lakes Advisors, LLC
DECREASED
Shares2,164,139 from 2,187,677
Change-23,538 (-1%)
Value$539.2M (+$17.8M)
Filed 2026-11-06
Rakuten Investment Management, Inc.
NEW
Shares2,096,285
Change+2,096,285
Value$517.1M
Filed 2026-10-30
Sustainable Growth Advisers, LP
DECREASED
Shares2,072,028 from 2,281,329
Change-209,301 (-9%)
Value$516.2M (-$27.5M)
Filed 2026-10-15
Xponance LLC
INCREASED
Shares2,045,267 from 1,938,527
Change+106,740 (+6%)
Value$509.6M (+$47.5M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares2,041,209 from 2,017,909
Change+23,300 (+1%)
Value$508.6M (+$27.6M)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares2,032,357 from 1,937,628
Change+94,729 (+5%)
Value$506.4M (+$44.5M)
Filed 2026-10-20
Markel Group Inc.
UNCHANGED
Shares2,030,760 from 2,030,760
Change0 (0%)
Value$506.0M (+$22.0M)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
INCREASED
Shares2,010,104 from 2,003,653
Change+6,451 (+0%)
Value$500.8M (+$23.3M)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares1,942,508 from 1,788,485
Change+154,023 (+9%)
Value$484.0M (+$57.7M)
Filed 2026-11-04
WT Asset Management Ltd
NEW
Shares1,921,596
Change+1,921,596
Value$478.8M
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares1,898,083 from 1,920,943
Change-22,860 (-1%)
Value$472.1M (+$13.7M)
Filed 2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares1,892,536 from 1,901,634
Change-9,098 (0%)
Value$471.5M (+$18.3M)
Filed 2026-10-19
ABN Amro Investment Solutions
INCREASED
Shares1,891,706 from 1,588,037
Change+303,669 (+19%)
Value$471.3M (+$92.8M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares1,882,171 from 1,582,843
Change+299,328 (+19%)
Value$468.9M (+$91.7M)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares1,828,521 from 1,024,153
Change+804,368 (+79%)
Value$455.6M (+$211.5M)
Filed 2026-10-28
Sarasin & Partners LLP
DECREASED
Shares1,821,819 from 1,918,208
Change-96,389 (-5%)
Value$453.9M (-$3.3M)
Filed 2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares1,793,928 from 1,743,929
Change+49,999 (+3%)
Value$447.0M (+$31.3M)
Filed 2026-10-20
Quilter Plc
DECREASED
Shares1,751,335 from 1,753,847
Change-2,512 (0%)
Value$436.3M (+$18.3M)
Filed 2026-10-21
Virginia Retirement Systems ET Al
INCREASED
Shares1,714,000 from 1,659,900
Change+54,100 (+3%)
Value$427.0M (+$31.4M)
Filed 2026-10-28
Bank Pictet & Cie (Europe) AG
DECREASED
Shares1,700,922 from 1,707,319
Change-6,397 (0%)
Value$423.8M (+$16.9M)
Filed 2026-10-20
Amalgamated Bank
DECREASED
Shares1,684,911 from 1,727,020
Change-42,109 (-2%)
Value$419.8M (+$8.2M)
Filed 2026-10-23
OP Asset Management Ltd
INCREASED
Shares1,673,017 from 1,272,550
Change+400,467 (+31%)
Value$416.8M (+$113.5M)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED
Shares1,603,436 from 1,631,428
Change-27,992 (-2%)
Value$399.5M (+$10.7M)
Filed 2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares1,591,276 from 1,319,324
Change+271,952 (+21%)
Value$392.3K (+$81.8K)
Filed 2026-10-22
Gateway Investment Advisers LLC
INCREASED
Shares1,575,187 from 1,559,806
Change+15,381 (+1%)
Value$392.5M (+$20.7M)
Filed 2026-10-13
Milestone Resources Group Ltd
UNCHANGED
Shares1,522,573 from 1,522,573
Change0 (0%)
Value$379.3M (+$16.5M)
Filed 2026-11-04
New York Life Investment Management LLC
INCREASED
Shares1,514,272 from 1,492,511
Change+21,761 (+1%)
Value$377.3M (+$21.6M)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
INCREASED
Shares1,508,328 from 1,451,577
Change+56,751 (+4%)
Value$375.8M (+$29.8M)
Filed 2026-10-16
iA Global Asset Management Inc.
DECREASED
Shares1,476,472 from 1,560,473
Change-84,001 (-5%)
Value$367.9M (-$4.1M)
Filed 2026-10-29
Three Seasons Wealth, LLC
INCREASED
Shares1,476,309 from 1,475,695
Change+614 (+0%)
Value$367.8M (+$16.1M)
Filed 2026-11-03
LBP AM SA
DECREASED
Shares1,462,586 from 2,124,441
Change-661,855 (-31%)
Value$364.4M (-$141.9M)
Filed 2026-11-06
Aegon Asset Management UK PLC
INCREASED
Shares1,456,278 from 1,455,542
Change+736 (+0%)
Value$362.8M (+$15.9M)
Filed 2026-11-04
Achmea Investment Management B.V.
NEW
Shares1,452,159
Change+1,452,159
Value$362.1M
Filed 2026-10-30
Meitav Investment House LTD
INCREASED
Shares1,411,836 from 1,321,674
Change+90,162 (+7%)
Value$351.7M (+$36.7M)
Filed 2026-10-28
Factory Mutual Insurance Co
INCREASED
Shares1,405,699 from 1,383,424
Change+22,275 (+2%)
Value$350.2M (+$20.5M)
Filed 2026-10-30
GF Fund Management Co. Ltd.
INCREASED
Shares1,402,691 from 1,241,232
Change+161,459 (+13%)
Value$349.5M (+$53.6M)
Filed 2026-10-26
Union Bancaire Privee, UBP SA
INCREASED
Shares1,376,003 from 1,325,519
Change+50,484 (+4%)
Value$309.4M (+$18.2M)
Filed 2026-11-04
William Blair Investment Management, LLC
DECREASED
Shares1,332,803 from 1,987,085
Change-654,282 (-33%)
Value$332.1M (-$141.5M)
Filed 2026-11-06
Montrusco Bolton Investments Inc.
DECREASED
Shares1,307,343 from 1,576,144
Change-268,801 (-17%)
Value$325.7M (-$49.9M)
Filed 2026-10-13
TrinityBridge Ltd
DECREASED
Shares1,226,339 from 1,519,591
Change-293,252 (-19%)
Value$305.5M (-$56.4M)
Filed 2026-10-30
Oregon Public Employees Retirement Fund
INCREASED
Shares1,206,785 from 1,203,651
Change+3,134 (+0%)
Value$300.7M (+$13.8M)
Filed 2026-10-30
Locust Wood Capital Advisers, LLC
DECREASED
Shares1,200,316 from 1,253,618
Change-53,302 (-4%)
Value$299.1M (+$271.4K)
Filed 2026-11-03
Local Pensions Partnership Investment Ltd
DECREASED
Shares1,167,390 from 1,193,090
Change-25,700 (-2%)
Value$290.9M (+$6.6M)
Filed 2026-10-26
Raiffeisen Bank International AG
INCREASED
Shares1,159,463 from 1,115,478
Change+43,985 (+4%)
Value$286.3M (+$18.7M)
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED
Shares1,107,163 from 1,116,359
Change-9,196 (-1%)
Value$275.8M (+$9.8M)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares1,100,995 from 1,130,355
Change-29,360 (-3%)
Value$274.3M (+$4.9M)
Filed 2026-10-15
MKP Capital Management, L.L.C.
INCREASED
Shares1,100,500 from 219,825
Change+880,675 (+401%)
Value$274.2M (+$221.8M)
Filed 2026-11-04
Border to Coast Pensions Partnership Ltd
INCREASED
Shares1,089,900 from 989,296
Change+100,604 (+10%)
Value$271.1M (+$35.6M)
Filed 2026-10-09
Mutual of America Capital Management LLC
DECREASED
Shares1,031,273 from 1,031,523
Change-250 (0%)
Value$256.9M (+$11.1M)
Filed 2026-10-23
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares1,020,867 from 1,020,867
Change0 (0%)
Value$254.3M (+$11.0M)
Filed 2026-10-30
Everett Harris & Co
DECREASED
Shares1,019,751 from 1,021,200
Change-1,449 (0%)
Value$254.1M (+$10.7M)
Filed 2026-10-28
Natixis
INCREASED
Shares997,373 from 43,859
Change+953,514 (+2174%)
Value$248.5M (+$238.0M)
Filed 2026-11-06
Hyperion Asset Management Ltd
DECREASED
Shares985,145 from 1,227,545
Change-242,400 (-20%)
Value$245.4M (-$47.1M)
Filed 2026-10-20
C WorldWide Group Holding A/S
DECREASED
Shares982,711 from 1,053,605
Change-70,894 (-7%)
Value$244.8M (-$6.3M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares973,401 from 720,984
Change+252,417 (+35%)
Value$242.5M (+$70.7M)
Filed 2026-10-16
Yousif Capital Management, LLC
INCREASED
Shares971,254 from 967,285
Change+3,969 (+0%)
Value$242.0M (+$11.4M)
Filed 2026-10-22
Antipodes Partners Ltd
DECREASED
Shares963,884 from 996,493
Change-32,609 (-3%)
Value$240.2M (+$2.6M)
Filed 2026-11-05
Avanza Fonder AB
INCREASED
Shares946,806 from 844,210
Change+102,596 (+12%)
Value$235.9M (+$34.7M)
Filed 2026-10-13
Ethic Inc.
INCREASED
Shares906,014 from 855,892
Change+50,122 (+6%)
Value$225.7M (+$21.7M)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares904,923 from 890,254
Change+14,669 (+2%)
Value$225.5M (+$13.3M)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares901,279 from 922,568
Change-21,289 (-2%)
Value$224.6M (+$4.7M)
Filed 2026-10-22
Generate Investment Management Ltd
INCREASED
Shares898,945 from 707,199
Change+191,746 (+27%)
Value$224.0M (+$55.4M)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares891,806 from 904,432
Change-12,626 (-1%)
Value$222.2M (+$6.6M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares877,787 from 520,986
Change+356,801 (+68%)
Value$218.7M (+$86.3M)
Filed 2026-11-06
Nicholas Company, Inc.
DECREASED
Shares872,361 from 872,851
Change-490 (0%)
Value$217.3M (+$9.3M)
Filed 2026-11-05
Yarbrough Capital, LLC
UNCHANGED
Shares863,464 from 863,464
Change0 (0%)
Value$215.1M (+$9.3M)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares842,620 from 806,999
Change+35,621 (+4%)
Value$209.9M (+$17.6M)
Filed 2026-10-26
E. Ohman J:or Asset Management AB
INCREASED
Shares828,960 from 816,066
Change+12,894 (+2%)
Value$206.5M (+$12.0M)
Filed 2026-10-22
Artemis Investment Management LLP
INCREASED
Shares811,885 from 652,527
Change+159,358 (+24%)
Value$202.3M (+$46.8M)
Filed 2026-10-08
D.A. Davidson & Co.
INCREASED
Shares802,378 from 784,523
Change+17,855 (+2%)
Value$199.9M (+$12.9M)
Filed 2026-10-28
James Hambro & Partners LLP
INCREASED
Shares785,685 from 775,567
Change+10,118 (+1%)
Value$195.8M (+$11.0M)
Filed 2026-10-19
Crestwood Advisors Group, LLC
DECREASED
Shares774,261 from 783,936
Change-9,675 (-1%)
Value$192.9M (+$6.1M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares771,256 from 763,107
Change+8,149 (+1%)
Value$192.2M (+$10.3M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED
Shares753,345 from 745,418
Change+7,927 (+1%)
Value$187.7M (+$10.0M)
Filed 2026-10-05
Argent Capital Management LLC
DECREASED
Shares752,764 from 778,967
Change-26,203 (-3%)
Value$187.6M (+$1.9M)
Filed 2026-10-05
Gulf International Bank (UK) Ltd
INCREASED
Shares751,782 from 749,782
Change+2,000 (+0%)
Value$187.3M (+$8.6M)
Filed 2026-10-20
Illinois Municipal Retirement Fund
INCREASED
Shares742,680 from 742,644
Change+36 (0%)
Value$185.0M (+$8.0M)
Filed 2026-11-05
Congress Asset Management Co
INCREASED
Shares741,049 from 733,843
Change+7,206 (+1%)
Value$184.6M (+$9.7M)
Filed 2026-10-06
J. Safra Sarasin Holding AG
DECREASED
Shares733,758 from 760,987
Change-27,229 (-4%)
Value$164.3M (-$3.6M)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares729,000 from 750,800
Change-21,800 (-3%)
Value$181.6M (+$2.7M)
Filed 2026-10-20
Chicago Capital, LLC
DECREASED
Shares721,503 from 730,843
Change-9,340 (-1%)
Value$179.8M (+$5.6M)
Filed 2026-10-13
Glenview Trust Co
INCREASED
Shares702,939 from 693,311
Change+9,628 (+1%)
Value$175.1M (+$9.9M)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares701,687 from 650,572
Change+51,115 (+8%)
Value$174.8M (+$19.8M)
Filed 2026-10-23
UMB Bank, n.a.
DECREASED
Shares692,927 from 721,467
Change-28,540 (-4%)
Value$172.6M (+$688.3K)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares684,540 from 686,590
Change-2,050 (0%)
Value$170.6M (+$6.9M)
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares672,542 from 684,960
Change-12,418 (-2%)
Value$167.6M (+$4.3M)
Filed 2026-10-23
Country Trust Bank
INCREASED
Shares672,485 from 671,177
Change+1,308 (+0%)
Value$167.5M (+$7.6M)
Filed 2026-10-30
Eastern Bank
DECREASED
Shares669,605 from 670,857
Change-1,252 (0%)
Value$166.8M (+$6.9M)
Filed 2026-10-05
Crossmark Global Holdings, Inc.
INCREASED
Shares654,599 from 652,297
Change+2,302 (+0%)
Value$163.1M (+$7.6M)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares653,343 from 633,986
Change+19,357 (+3%)
Value$162.8M (+$11.7M)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares652,942 from 610,008
Change+42,934 (+7%)
Value$162.7M (+$17.3M)
Filed 2026-11-06
Traynor Capital Management, Inc.
INCREASED
Shares646,566 from 639,319
Change+7,247 (+1%)
Value$161.1M (+$8.7M)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares646,070 from 645,446
Change+624 (+0%)
Value$161.0M (+$7.1M)
Filed 2026-10-22
M&G Plc
DECREASED
Shares639,754 from 659,488
Change-19,734 (-3%)
Value$159.3M (+$2.3M)
Filed 2026-11-04
Jefferies Financial Group Inc.
INCREASED
Shares634,584 from 533,920
Change+100,664 (+19%)
Value$158.1M (+$30.9M)
Filed 2026-11-05
Alphinity Investment Management Pty Ltd
DECREASED
Shares628,853 from 635,168
Change-6,315 (-1%)
Value$156.7M (+$5.3M)
Filed 2026-11-02
MFF Capital Investments Ltd
UNCHANGED
Shares620,442 from 620,442
Change0 (0%)
Value$154.6M (+$6.7M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares618,015 from 540,867
Change+77,148 (+14%)
Value$147.3M (+$18.4M)
Filed 2026-11-06
Zevenbergen Capital Investments LLC
DECREASED
Shares617,565 from 618,334
Change-769 (0%)
Value$153.9M (+$6.5M)
Filed 2026-10-08
Vise Technologies, Inc.
NEW
Shares608,498
Change+608,498
Value$151.6M
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares605,644 from 530,949
Change+74,695 (+14%)
Value$150.9M (+$24.3M)
Filed 2026-10-08
Hoey Investments, Inc
DECREASED
Shares594,136 from 610,735
Change-16,599 (-3%)
Value$148.0M (+$2.5M)
Filed 2026-10-29
Maryland State Retirement & Pension System
INCREASED
Shares593,477 from 521,524
Change+71,953 (+14%)
Value$147.9M (+$23.6M)
Filed 2026-11-05
Associated Banc-Corp
INCREASED
Shares583,892 from 582,131
Change+1,761 (+0%)
Value$145.5M (+$6.7M)
Filed 2026-10-30
Busey Bank
DECREASED
Shares579,451 from 587,636
Change-8,185 (-1%)
Value$144.4M (+$4.3M)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares579,306 from 576,596
Change+2,710 (+0%)
Value$144.3M (+$6.9M)
Filed 2026-10-22
Welch & Forbes LLC
DECREASED
Shares579,131 from 579,893
Change-762 (0%)
Value$144.3M (+$6.1M)
Filed 2026-11-04
Henshaw Capital LLC
INCREASED
Shares572,829 from 325,629
Change+247,200 (+76%)
Value$142.7M (+$65.1M)
Filed 2026-11-03
FengHe Fund Management Pte. Ltd.
NEW
Shares571,800
Change+571,800
Value$142.5M
Filed 2026-11-02
Chilton Capital Management LLC
INCREASED
Shares569,306 from 544,152
Change+25,154 (+5%)
Value$141.8M (+$12.1M)
Filed 2026-10-28
Northeast Investment Management
DECREASED
Shares562,893 from 587,556
Change-24,663 (-4%)
Value$140.2M (+$206.7K)
Filed 2026-10-30
SteelPeak Wealth, LLC
INCREASED
Shares561,153 from 490,421
Change+70,732 (+14%)
Value$139.8M (+$22.9M)
Filed 2026-10-16
Tokio Marine Asset Management Co LTD
INCREASED
Shares553,585 from 539,631
Change+13,954 (+3%)
Value$137.9M (+$9.3M)
Filed 2026-10-26
Pinnacle Associates LTD
INCREASED
Shares552,340 from 545,210
Change+7,130 (+1%)
Value$137.6M (+$7.7M)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares550,429 from 454,422
Change+96,007 (+21%)
Value$132.3M (+$24.0M)
Filed 2026-11-04
Gradient Investments LLC
DECREASED
Shares545,198 from 597,018
Change-51,820 (-9%)
Value$135.8M (-$6.5M)
Filed 2026-10-08
Birch Hill Investment Advisors LLC
DECREASED
Shares534,992 from 546,745
Change-11,753 (-2%)
Value$133.3M (+$3.0M)
Filed 2026-10-16
Fisher Funds Management LTD
DECREASED
Shares532,922 from 597,393
Change-64,471 (-11%)
Value$132.8M (-$9.6M)
Filed 2026-10-13
Douglas Lane & Associates, LLC
DECREASED
Shares531,417 from 531,483
Change-66 (0%)
Value$132.4M (+$5.7M)
Filed 2026-10-09
Hartford Investment Management Co
DECREASED
Shares525,457 from 541,225
Change-15,768 (-3%)
Value$130.9M (+$1.9M)
Filed 2026-11-04
Adams Diversified Equity Fund, Inc.
DECREASED
Shares523,900 from 529,400
Change-5,500 (-1%)
Value$130.5M (+$4.4M)
Filed 2026-10-21
Triglav Investments, D.O.O.
INCREASED
Shares519,868 from 483,982
Change+35,886 (+7%)
Value$129.5M (+$14.2M)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares518,307 from 543,209
Change-24,902 (-5%)
Value$129.1M (-$332.2K)
Filed 2026-10-27
Cohen Klingenstein LLC
DECREASED
Shares517,025 from 519,824
Change-2,799 (-1%)
Value$128.8M (+$4.9M)
Filed 2026-10-15
Simplex Trading, LLC
INCREASED
Shares508,815 from 405,198
Change+103,617 (+26%)
Value$126.8M (+$30.2M)
Filed 2026-11-04
Motley Fool Asset Management LLC
DECREASED
Shares507,715 from 559,628
Change-51,913 (-9%)
Value$126.5M (-$6.9M)
Filed 2026-10-27
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares496,360 from 542,210
Change-45,850 (-8%)
Value$123.7M (-$5.6M)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares490,841 from 500,000
Change-9,159 (-2%)
Value$122.3M (+$3.1M)
Filed 2026-10-20
Cornerstone Advisors, LLC
DECREASED
Shares489,250 from 512,629
Change-23,379 (-5%)
Value$121.9M (-$283.4K)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares486,696 from 486,696
Change0 (0%)
Value$121.3M (+$5.3M)
Filed 2026-11-05
Salem Investment Counselors Inc
DECREASED
Shares484,645 from 484,893
Change-248 (0%)
Value$120.7M (+$5.2M)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares482,644 from 453,648
Change+28,996 (+6%)
Value$120.3M (+$12.1M)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares479,494 from 422,002
Change+57,492 (+14%)
Value$119.5M (+$18.9M)
Filed 2026-10-15
Riverbridge Partners LLC
DECREASED
Shares477,150 from 504,618
Change-27,468 (-5%)
Value$118.9M (-$1.4M)
Filed 2026-11-05
Barton Investment Management
DECREASED
Shares474,759 from 486,832
Change-12,073 (-2%)
Value$118.3M (+$2.3M)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares466,629 from 442,086
Change+24,543 (+6%)
Value$116.3M (+$10.9M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares462,295 from 445,205
Change+17,090 (+4%)
Value$115.2M (+$9.1M)
Filed 2026-10-26
Perpetual Ltd
INCREASED
Shares459,613 from 261,351
Change+198,262 (+76%)
Value$114.5M (+$52.2M)
Filed 2026-10-13
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares458,381 from 474,381
Change-16,000 (-3%)
Value$114.2M (+$1.2M)
Filed 2026-10-21
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares456,303 from 460,616
Change-4,313 (-1%)
Value$113.7M (+$3.9M)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares454,354 from 414,669
Change+39,685 (+10%)
Value$113.2M (+$14.4M)
Filed 2026-11-03
I.G.Y. Ltd
UNCHANGED
Shares454,258 from 454,258
Change0 (0%)
Value$113.2M (+$4.9M)
Filed 2026-10-22
Braun Stacey Associates Inc
DECREASED
Shares453,178 from 461,472
Change-8,294 (-2%)
Value$112.9M (+$2.9M)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares452,655 from 451,310
Change+1,345 (+0%)
Value$112.8M (+$5.2M)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares450,712 from 461,920
Change-11,208 (-2%)
Value$112.3M (+$2.2M)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED
Shares448,651 from 463,205
Change-14,554 (-3%)
Value$111.8M (+$1.4M)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares444,948 from 592,268
Change-147,320 (-25%)
Value$110.9M (-$30.3M)
Filed 2026-10-15
Davidson Investment Advisors
DECREASED
Shares440,391 from 447,774
Change-7,383 (-2%)
Value$109.7M (+$3.0M)
Filed 2026-10-20
Bokf, NA
INCREASED
Shares437,417 from 427,560
Change+9,857 (+2%)
Value$109.0M (+$7.1M)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares435,536 from 448,813
Change-13,277 (-3%)
Value$108.5M (+$1.5M)
Filed 2026-10-22
Carnegie Investment Counsel
INCREASED
Shares434,798 from 432,031
Change+2,767 (+1%)
Value$108.3M (+$5.4M)
Filed 2026-10-20
Barr E S & Co
DECREASED
Shares430,735 from 437,392
Change-6,657 (-2%)
Value$107.3M (+$3.1M)
Filed 2026-11-06
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares426,670 from 234,823
Change+191,847 (+82%)
Value$106.3M (+$50.3M)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED
Shares419,247 from 410,159
Change+9,088 (+2%)
Value$104.5M (+$6.7M)
Filed 2026-11-05
Maple Capital Management, Inc.
INCREASED
Shares415,061 from 415,000
Change+61 (+0%)
Value$103.4M (+$4.5M)
Filed 2026-11-02
First Citizens Bank & Trust Co
INCREASED
Shares412,242 from 367,743
Change+44,499 (+12%)
Value$102.7M (+$15.1M)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares408,196 from 430,794
Change-22,598 (-5%)
Value$101.7M (-$973.4K)
Filed 2026-10-05
Fishman JAY A LTD
DECREASED
Shares408,010 from 420,043
Change-12,033 (-3%)
Value$101.7M (+$1.5M)
Filed 2026-10-26
Mcdonald Capital Investors Inc
DECREASED
Shares407,714 from 462,374
Change-54,660 (-12%)
Value$101.6M (-$8.6M)
Filed 2026-10-27
Sapient Capital LLC
DECREASED
Shares405,756 from 409,113
Change-3,357 (-1%)
Value$101.1M (+$3.6M)
Filed 2026-10-08
Washington Trust Co
DECREASED
Shares401,086 from 401,700
Change-614 (0%)
Value$99.9M (+$4.2M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares400,001 from 405,558
Change-5,557 (-1%)
Value$99.7M (+$3.0M)
Filed 2026-11-05
Coronation Fund Managers Ltd.
INCREASED
Shares396,896 from 362,012
Change+34,884 (+10%)
Value$98.9M (+$12.6M)
Filed 2026-10-27
Independent Financial Group, LLC
DECREASED
Shares392,507 from 398,253
Change-5,746 (-1%)
Value$97.8M (+$2.9M)
Filed 2026-10-13
Generali Asset Management SPA SGR
INCREASED
Shares391,751 from 344,060
Change+47,691 (+14%)
Value$97.6M (+$15.6M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares382,784 from 371,646
Change+11,138 (+3%)
Value$95.4M (+$6.8M)
Filed 2026-10-28
Americana Partners, LLC
INCREASED
Shares382,371 from 370,851
Change+11,520 (+3%)
Value$95.3M (+$6.9M)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares380,798 from 411,847
Change-31,049 (-8%)
Value$94.9M (-$3.3M)
Filed 2026-10-30
Old National Bancorp
DECREASED
Shares377,676 from 378,131
Change-455 (0%)
Value$94.1M (+$4.0M)
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares375,141 from 377,671
Change-2,530 (-1%)
Value$93.5M (+$3.5M)
Filed 2026-10-22
Canoe Financial LP
INCREASED
Shares373,810 from 269,200
Change+104,610 (+39%)
Value$92.8M (+$28.6M)
Filed 2026-10-21
Verus Capital Partners, LLC
DECREASED
Shares368,999 from 370,738
Change-1,739 (0%)
Value$91.9M (+$3.6M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares367,653 from 320,122
Change+47,531 (+15%)
Value$92.0M (+$15.7M)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares362,348 from 361,898
Change+450 (+0%)
Value$90.3M (+$4.0M)
Filed 2026-10-22
Florida Trust Wealth Management Co
INCREASED
Shares361,508 from 355,627
Change+5,881 (+2%)
Value$90.1M (+$5.3M)
Filed 2026-11-05
Sound Shore Management Inc
INCREASED
Shares361,485 from 350,136
Change+11,349 (+3%)
Value$90.1M (+$6.6M)
Filed 2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares359,971 from 359,209
Change+762 (+0%)
Value$89.7M (+$4.1M)
Filed 2026-10-22
Meyer Handelman Co
INCREASED
Shares359,305 from 356,595
Change+2,710 (+1%)
Value$89.5M (+$4.5M)
Filed 2026-10-28
Profund Advisors LLC
DECREASED
Shares357,976 from 378,594
Change-20,618 (-5%)
Value$89.2M (-$1.0M)
Filed 2026-10-29
Franklin Street Advisors Inc
INCREASED
Shares354,067 from 337,412
Change+16,655 (+5%)
Value$88.2M (+$7.8M)
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares352,887 from 343,596
Change+9,291 (+3%)
Value$89.9M (+$10.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares352,887 from 343,596
Change+9,291 (+3%)
Value$89.9M (+$10.4M)
Filed 2026-10-20
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares352,880 from 352,880
Change0 (0%)
Value$87.9M (+$3.8M)
Filed 2026-10-06
HUB Investment Partners, LLC
DECREASED
Shares352,606 from 445,033
Change-92,427 (-21%)
Value$87.9M (-$18.2M)
Filed 2026-11-03
Trust Co of Vermont
INCREASED
Shares351,034 from 341,911
Change+9,123 (+3%)
Value$87.5M (+$6.0M)
Filed 2026-10-21
Mogy Joel R Investment Counsel Inc
INCREASED
Shares349,335 from 344,856
Change+4,479 (+1%)
Value$87.0M (+$4.8M)
Filed 2026-10-13
Community Trust & Investment Co
INCREASED
Shares348,907 from 339,579
Change+9,328 (+3%)
Value$86.9M (+$6.0M)
Filed 2026-10-15
Meridian Wealth Management, LLC
DECREASED
Shares348,413 from 352,472
Change-4,059 (-1%)
Value$86.8M (+$2.8M)
Filed 2026-11-05
Howard Capital Management Group, LLC
DECREASED
Shares347,548 from 347,652
Change-104 (0%)
Value$86.6M (+$3.7M)
Filed 2026-10-16
Calamos Wealth Management LLC
INCREASED
Shares347,260 from 345,246
Change+2,014 (+1%)
Value$86.5M (+$4.2M)
Filed 2026-11-02
Staley Capital Advisers Inc
INCREASED
Shares344,511 from 343,859
Change+652 (+0%)
Value$85.8M (+$3.9M)
Filed 2026-11-06
Annex Advisory Services, LLC
DECREASED
Shares344,081 from 354,980
Change-10,899 (-3%)
Value$85.7M (+$1.1M)
Filed 2026-10-16
BSN Capital Partners Ltd
INCREASED
Shares340,000 from 147,600
Change+192,400 (+130%)
Value$84.8M (+$50.5M)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares339,392 from 328,243
Change+11,149 (+3%)
Value$84.6M (+$6.3M)
Filed 2026-10-16
Howland Capital Management LLC
INCREASED
Shares339,027 from 335,792
Change+3,235 (+1%)
Value$84.5M (+$4.4M)
Filed 2026-10-22
Dana Investment Advisors, Inc.
DECREASED
Shares338,148 from 361,823
Change-23,675 (-7%)
Value$84.2M (-$2.0M)
Filed 2026-11-06
J. L. Bainbridge & Co., Inc.
INCREASED
Shares336,874 from 327,328
Change+9,546 (+3%)
Value$83.9M (+$5.9M)
Filed 2026-10-20
Chesley Taft & Associates LLC
DECREASED
Shares336,775 from 340,030
Change-3,255 (-1%)
Value$83.9M (+$2.9M)
Filed 2026-10-13
Marathon Asset Management Ltd
DECREASED
Shares332,912 from 427,627
Change-94,715 (-22%)
Value$83.0M (-$18.9M)
Filed 2026-10-26
KCM Investment Advisors LLC
DECREASED
Shares329,674 from 330,195
Change-521 (0%)
Value$82.1M (+$3.4M)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares327,453 from 313,948
Change+13,505 (+4%)
Value$81.6M (+$6.8M)
Filed 2026-10-27
Heritage Investors Management Corp
DECREASED
Shares327,121 from 329,786
Change-2,665 (-1%)
Value$81.5M (+$2.9M)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares325,587 from 307,768
Change+17,819 (+6%)
Value$81.1M (+$7.8M)
Filed 2026-10-28
Brooklands Fund Management Ltd
INCREASED
Shares325,275 from 13,280
Change+311,995 (+2349%)
Value$81.0M (+$77.8M)
Filed 2026-10-28
Empire Life Investments Inc.
INCREASED
Shares323,797 from 319,666
Change+4,131 (+1%)
Value$80.7M (+$4.5M)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares321,484 from 314,175
Change+7,309 (+2%)
Value$80.1M (+$5.2M)
Filed 2026-10-30
Evergreen Capital Management LLC
DECREASED
Shares321,281 from 325,697
Change-4,416 (-1%)
Value$80.0M (+$2.4M)
Filed 2026-10-23
Obermeyer Wealth Partners
INCREASED
Shares321,227 from 319,095
Change+2,132 (+1%)
Value$80.0M (+$4.0M)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares318,305 from 300,394
Change+17,911 (+6%)
Value$79.3M (+$7.7M)
Filed 2026-10-07
Signaturefd, LLC
INCREASED
Shares318,284 from 300,700
Change+17,584 (+6%)
Value$79.3M (+$7.6M)
Filed 2026-10-23
AMI Asset Management Corp
DECREASED
Shares316,201 from 331,221
Change-15,020 (-5%)
Value$78.8M (-$161.7K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
INCREASED
Shares316,062 from 315,498
Change+564 (+0%)
Value$78.7M (+$3.6M)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED
Shares315,717 from 273,469
Change+42,248 (+15%)
Value$80.2M (+$12.7M)
Filed 2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares315,140 from 213,906
Change+101,234 (+47%)
Value$78.5M (+$27.5M)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares314,237 from 320,815
Change-6,578 (-2%)
Value$78.3M (+$1.8M)
Filed 2026-11-05
Alta Capital Management LLC/
DECREASED
Shares312,445 from 371,480
Change-59,035 (-16%)
Value$77.8M (-$10.7M)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares311,425 from 303,241
Change+8,184 (+3%)
Value$77.6M (+$5.3M)
Filed 2026-10-22
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares311,207 from 424,570
Change-113,363 (-27%)
Value$77.5M (-$23.7M)
Filed 2026-10-30
Baldwin Wealth Partners LLC
DECREASED
Shares309,519 from 312,500
Change-2,981 (-1%)
Value$77.1M (+$2.6M)
Filed 2026-10-13
National Mutual Insurance Federation of Agricultural Cooperatives
INCREASED
Shares309,000 from 270,000
Change+39,000 (+14%)
Value$77.0M (+$12.6M)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares306,555 from 299,416
Change+7,139 (+2%)
Value$76.4M (+$5.0M)
Filed 2026-10-22
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED
Shares306,239 from 306,239
Change0 (0%)
Value$76.3M (+$3.3M)
Filed 2026-10-22
Blue Grotto Capital, LLC
INCREASED
Shares300,000 from 100,000
Change+200,000 (+200%)
Value$74.7M (+$50.9M)
Filed 2026-11-04
Milestones Administradora de Recursos Ltda.
INCREASED
Shares297,254 from 281,149
Change+16,105 (+6%)
Value$74.1M (+$7.1M)
Filed 2026-10-21
North Dakota State Investment Board
INCREASED
Shares297,118 from 285,975
Change+11,143 (+4%)
Value$74.0M (+$5.9M)
Filed 2026-10-27
Talbot Financial, LLC
INCREASED
Shares291,960 from 290,773
Change+1,187 (+0%)
Value$72.7M (+$3.4M)
Filed 2026-10-19
Baker Avenue Asset Management, LP
DECREASED
Shares291,338 from 340,495
Change-49,157 (-14%)
Value$72.6M (-$8.6M)
Filed 2026-11-06
General American Investors Co Inc
UNCHANGED
Shares291,000 from 291,000
Change0 (0%)
Value$72.5M (+$3.1M)
Filed 2026-11-02
Roffman Miller Associates Inc
INCREASED
Shares290,594 from 282,279
Change+8,315 (+3%)
Value$72.4M (+$5.1M)
Filed 2026-10-19
Focus Financial Network, Inc.
DECREASED
Shares289,543 from 298,452
Change-8,909 (-3%)
Value$72.1M (+$1.0M)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares289,182 from 261,491
Change+27,691 (+11%)
Value$72.0M (+$9.7M)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares288,642 from 298,285
Change-9,643 (-3%)
Value$71.3M (+$219.8K)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares287,792 from 397,916
Change-110,124 (-28%)
Value$71.7M (-$23.1M)
Filed 2026-11-04
Boston Trust Walden Corp
INCREASED
Shares280,747 from 236,568
Change+44,179 (+19%)
Value$69.9M (+$13.6M)
Filed 2026-10-30
Sava Infond d.o.o.
INCREASED
Shares279,850 from 132,620
Change+147,230 (+111%)
Value$69.7M (+$38.1M)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares276,541 from 251,842
Change+24,699 (+10%)
Value$68.9M (+$8.9M)
Filed 2026-11-05
Kapitalo Investimentos Ltda
DECREASED
Shares275,779 from 459,139
Change-183,360 (-40%)
Value$68.7M (-$40.7M)
Filed 2026-10-20
Quadrant Capital Group LLC
DECREASED
Shares275,119 from 289,583
Change-14,464 (-5%)
Value$71.1M (+$2.1M)
Filed 2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED
Shares273,169 from 249,927
Change+23,242 (+9%)
Value$67.4M (+$7.8M)
Filed 2026-10-28
Investment House LLC
DECREASED
Shares272,862 from 348,447
Change-75,585 (-22%)
Value$68.0M (-$15.1M)
Filed 2026-10-21
Belvedere Trading LLC
INCREASED
Shares272,699 from 134,137
Change+138,562 (+103%)
Value$67.9M (+$36.0M)
Filed 2026-11-05
Smith Salley Wealth Management
INCREASED
Shares271,830 from 266,045
Change+5,785 (+2%)
Value$67.7M (+$4.3M)
Filed 2026-11-03
Kimelman & Baird, LLC
DECREASED
Shares270,516 from 272,198
Change-1,682 (-1%)
Value$67.4M (+$2.5M)
Filed 2026-11-03
Bailard, Inc.
INCREASED
Shares270,167 from 265,938
Change+4,229 (+2%)
Value$67.3M (+$3.9M)
Filed 2026-10-13
Manitou Investment Management Ltd.
DECREASED
Shares270,160 from 282,939
Change-12,779 (-5%)
Value$67.3M (-$125.3K)
Filed 2026-10-15
Auto-Owners Insurance Co
DECREASED
Shares268,463 from 358,490
Change-90,027 (-25%)
Value$66.9M (-$18.6M)
Filed 2026-10-15
Value Partners Investments Inc.
INCREASED
Shares268,429 from 244,050
Change+24,379 (+10%)
Value$66.9M (+$8.9M)
Filed 2026-10-19
Private Wealth Partners, LLC
INCREASED
Shares266,875 from 265,251
Change+1,624 (+1%)
Value$66.5M (+$3.3M)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares265,120 from 194,830
Change+70,290 (+36%)
Value$66.1M (+$19.6M)
Filed 2026-11-04
Waycross Partners, LLC
DECREASED
Shares264,883 from 296,566
Change-31,683 (-11%)
Value$66.0M (-$4.7M)
Filed 2026-11-03
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares264,863 from 251,450
Change+13,413 (+5%)
Value$66.0M (+$6.1M)
Filed 2026-10-14
Global X Japan Co., Ltd.
DECREASED
Shares264,782 from 265,671
Change-889 (0%)
Value$66.0M (+$2.7M)
Filed 2026-10-21
Univest Financial Corp
DECREASED
Shares261,242 from 269,380
Change-8,138 (-3%)
Value$65.1M (+$884.4K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares260,435 from 251,646
Change+8,789 (+3%)
Value$64.9M (+$4.9M)
Filed 2026-11-05
Avity Investment Management Inc.
DECREASED
Shares260,040 from 261,453
Change-1,413 (-1%)
Value$64.8M (+$2.5M)
Filed 2026-10-09
Central Securities Corp
UNCHANGED
Shares260,000 from 260,000
Change0 (0%)
Value$64.8M (+$2.8M)
Filed 2026-11-06
Plato Investment Management Ltd
INCREASED
Shares255,048 from 245,991
Change+9,057 (+4%)
Value$63.8M (+$5.5M)
Filed 2026-11-05
Securian Asset Management, Inc
DECREASED
Shares254,964 from 260,122
Change-5,158 (-2%)
Value$63.5M (-$785.7K)
Filed 2026-11-06
Valeo Financial Advisors, LLC
INCREASED
Shares253,626 from 251,509
Change+2,117 (+1%)
Value$63.2M (+$3.2M)
Filed 2026-10-08
First American Bank
DECREASED
Shares250,806 from 252,219
Change-1,413 (-1%)
Value$62.5M (+$2.4M)
Filed 2026-10-27
Albion Financial Group
INCREASED
Shares249,928 from 244,260
Change+5,668 (+2%)
Value$62.3M (+$4.1M)
Filed 2026-10-21
Norris Perne & French LLP
INCREASED
Shares246,695 from 228,227
Change+18,468 (+8%)
Value$61.5M (+$7.1M)
Filed 2026-10-23
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares245,492 from 22,186
Change+223,306 (+1007%)
Value$61.2M (+$55.9M)
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares244,322 from 254,823
Change-10,501 (-4%)
Value$60.9M (+$137.5K)
Filed 2026-11-06
Miller Wealth Advisors, LLC
DECREASED
Shares242,647 from 246,110
Change-3,463 (-1%)
Value$60.5M (+$1.8M)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares242,202 from 231,032
Change+11,170 (+5%)
Value$60.3M (+$5.3M)
Filed 2026-11-06
Academy Capital Management
DECREASED
Shares242,072 from 246,188
Change-4,116 (-2%)
Value$60.3M (+$1.6M)
Filed 2026-11-05
CWA Asset Management Group, LLC
DECREASED
Shares241,488 from 242,287
Change-799 (0%)
Value$60.2M (+$2.4M)
Filed 2026-10-19
Archon Partners LLC
UNCHANGED
Shares240,000 from 240,000
Change0 (0%)
Value$59.8M (+$2.6M)
Filed 2026-10-26
Parsons Capital Management Inc
INCREASED
Shares239,786 from 237,617
Change+2,169 (+1%)
Value$59.7M (+$3.1M)
Filed 2026-10-28
Modera Wealth Management, LLC
INCREASED
Shares238,723 from 236,652
Change+2,071 (+1%)
Value$59.5M (+$3.1M)
Filed 2026-10-28
Cambiar Investors LLC
INCREASED
Shares238,483 from 224,579
Change+13,904 (+6%)
Value$59.4M (+$5.9M)
Filed 2026-11-04
Y.D. More Investments Ltd
INCREASED
Shares236,501 from 218,841
Change+17,660 (+8%)
Value$58.8M (+$6.6M)
Filed 2026-11-02
Accredited Investors Inc.
DECREASED
Shares234,801 from 235,475
Change-674 (0%)
Value$58.5M (+$2.4M)
Filed 2026-11-03
Corda Investment Management, Llc.
DECREASED
Shares234,277 from 235,839
Change-1,562 (-1%)
Value$58.4M (+$2.2M)
Filed 2026-10-22
Eagle Global Advisors LLC
DECREASED
Shares234,203 from 235,178
Change-975 (0%)
Value$58.4M (+$2.3M)
Filed 2026-11-02
Middleton & Co Inc
DECREASED
Shares233,810 from 239,934
Change-6,124 (-3%)
Value$58.3M (+$1.1M)
Filed 2026-10-23
Adell Harriman & Carpenter Inc
INCREASED
Shares233,766 from 230,801
Change+2,965 (+1%)
Value$58.2M (+$3.2M)
Filed 2026-11-02
Zweig-DiMenna Associates LLC
INCREASED
Shares233,529 from 226,579
Change+6,950 (+3%)
Value$58.2M (+$4.2M)
Filed 2026-11-06
VestGen Advisors, LLC
INCREASED
Shares232,933 from 227,153
Change+5,780 (+3%)
Value$58.0M (+$3.9M)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares231,490 from 229,466
Change+2,024 (+1%)
Value$57.7M (+$3.0M)
Filed 2026-10-13
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED
Shares230,630 from 230,630
Change0 (0%)
Value$57.5M (+$2.5M)
Filed 2026-11-06
Highland Capital Management, LLC
INCREASED
Shares229,612 from 155,429
Change+74,183 (+48%)
Value$57.2M (+$20.2M)
Filed 2026-10-26
Hosking Partners LLP
DECREASED
Shares229,053 from 244,346
Change-15,293 (-6%)
Value$57.1M (-$1.2M)
Filed 2026-10-21
GC Wealth Management RIA, LLC
INCREASED
Shares228,742 from 208,781
Change+19,961 (+10%)
Value$57.0M (+$7.2M)
Filed 2026-11-02
Howard Capital Management, LLC
DECREASED
Shares228,419 from 229,007
Change-588 (0%)
Value$56.9M (+$2.3M)
Filed 2026-10-16
Baskin Financial Services Inc.
DECREASED
Shares226,412 from 231,190
Change-4,778 (-2%)
Value$56.4M (+$1.3M)
Filed 2026-10-19
Troy Asset Management Ltd
INCREASED
Shares226,256 from 134,889
Change+91,367 (+68%)
Value$56.4M (+$24.2M)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares226,048 from 222,822
Change+3,226 (+1%)
Value$56.3M (+$3.2M)
Filed 2026-10-23
Covea Finance
DECREASED
Shares223,722 from 482,322
Change-258,600 (-54%)
Value$55.7M (-$59.2M)
Filed 2026-10-21
United Asset Strategies, Inc.
DECREASED
Shares223,478 from 242,330
Change-18,852 (-8%)
Value$55.7M (-$2.1M)
Filed 2026-10-28
Compound Planning, Inc.
INCREASED
Shares222,924 from 220,556
Change+2,368 (+1%)
Value$55.5M (+$3.0M)
Filed 2026-11-05
Narwhal Capital Management
DECREASED
Shares222,122 from 227,622
Change-5,500 (-2%)
Value$55.3M (+$1.1M)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares221,047 from 248,317
Change-27,270 (-11%)
Value$55.1M (-$4.1M)
Filed 2026-10-22
Private Advisory Group LLC
DECREASED
Shares220,595 from 224,386
Change-3,791 (-2%)
Value$55.0M (+$1.5M)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
DECREASED
Shares219,611 from 223,906
Change-4,295 (-2%)
Value$54.7M (+$1.4M)
Filed 2026-11-03
Lmcg Investments, LLC
DECREASED
Shares218,526 from 230,091
Change-11,565 (-5%)
Value$54.4M (-$394.1K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares216,367 from 209,324
Change+7,043 (+3%)
Value$53.9M (+$4.0M)
Filed 2026-10-29
Formuepleje A/S
INCREASED
Shares215,689 from 193,555
Change+22,134 (+11%)
Value$53.7M (+$7.6M)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares214,020 from 207,227
Change+6,793 (+3%)
Value$53.3M (+$3.9M)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares213,230 from 175,224
Change+38,006 (+22%)
Value$54.2M (+$11.2M)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares212,968 from 151,373
Change+61,595 (+41%)
Value$53.1M (+$16.7M)
Filed 2026-10-13
Kornitzer Capital Management Inc
DECREASED
Shares212,550 from 223,223
Change-10,673 (-5%)
Value$53.0M (-$246.1K)
Filed 2026-11-03
Weatherly Asset Management L. P.
DECREASED
Shares211,490 from 214,242
Change-2,752 (-1%)
Value$52.7M (+$1.6M)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
DECREASED
Shares210,297 from 210,376
Change-79 (0%)
Value$52.2M (+$2.1M)
Filed 2026-10-13
JAG Capital Management, LLC
DECREASED
Shares209,541 from 258,142
Change-48,601 (-19%)
Value$52.2M (-$9.3M)
Filed 2026-11-06
Aljian Capital Management, LLC
DECREASED
Shares209,415 from 211,241
Change-1,826 (-1%)
Value$52.2M (+$1.8M)
Filed 2026-10-28
Cortland Associates Inc
DECREASED
Shares208,466 from 215,016
Change-6,550 (-3%)
Value$51.9M (+$692.0K)
Filed 2026-10-29
Div Capital Phoenix Assets Ltd
UNCHANGED
Shares207,838 from 207,838
Change0 (0%)
Value$51.8M (+$2.2M)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED
Shares205,643 from 222,858
Change-17,215 (-8%)
Value$52.8M (-$3.9M)
Filed 2026-10-29
Check Capital Management Inc
DECREASED
Shares204,802 from 412,114
Change-207,312 (-50%)
Value$51.0M (-$47.2M)
Filed 2026-11-05
Guinness Asset Management LTD
INCREASED
Shares204,481 from 204,466
Change+15 (+0%)
Value$50.9M (+$2.2M)
Filed 2026-11-05
AM Investment Strategies LLC
INCREASED
Shares203,774 from 202,492
Change+1,282 (+1%)
Value$50.8M (+$2.5M)
Filed 2026-11-05
Tamar Securities, LLC
DECREASED
Shares202,140 from 209,225
Change-7,085 (-3%)
Value$50.4M (+$496.5K)
Filed 2026-11-03
Payden & Rygel
INCREASED
Shares198,180 from 163,980
Change+34,200 (+21%)
Value$49.4M (+$10.3M)
Filed 2026-10-28
Strategic Planning Group, LLC
INCREASED
Shares198,076 from 139,607
Change+58,469 (+42%)
Value$49.4M (+$16.1M)
Filed 2026-10-22
Smith Chas P & Associates PA Cpas
INCREASED
Shares197,786 from 195,038
Change+2,748 (+1%)
Value$49.4M (+$3.0M)
Filed 2026-10-22
Pittenger & Anderson Inc
INCREASED
Shares197,196 from 195,887
Change+1,309 (+1%)
Value$49.1M (+$2.4M)
Filed 2026-11-02
Washington Trust Advisors, Inc.
DECREASED
Shares196,941 from 198,001
Change-1,060 (-1%)
Value$49.1M (+$1.9M)
Filed 2026-10-22
Park National Corp
DECREASED
Shares196,050 from 197,533
Change-1,483 (-1%)
Value$48.8M (+$1.8M)
Filed 2026-10-05
Mill Capital Management, LLC
INCREASED
Shares195,061 from 193,725
Change+1,336 (+1%)
Value$48.6M (+$2.4M)
Filed 2026-10-26
Vantage Investment Partners, LLC
DECREASED
Shares194,976 from 202,120
Change-7,144 (-4%)
Value$48.6M (+$405.0K)
Filed 2026-10-27
Tctc Holdings, LLC
INCREASED
Shares194,342 from 193,982
Change+360 (+0%)
Value$48.4M (+$2.2M)
Filed 2026-11-02
DDD Partners, LLC
INCREASED
Shares194,278 from 185,222
Change+9,056 (+5%)
Value$48.4M (+$4.3M)
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
INCREASED
Shares192,148 from 190,655
Change+1,493 (+1%)
Value$47.9M (+$2.4M)
Filed 2026-10-23
Forbes J M & Co LLP
INCREASED
Shares191,368 from 190,368
Change+1,000 (+1%)
Value$47.7M (+$2.3M)
Filed 2026-10-16
Provident Investment Management, Inc.
DECREASED
Shares191,141 from 205,315
Change-14,174 (-7%)
Value$47.6M (-$1.3M)
Filed 2026-10-23
Ascent Group, LLC
INCREASED
Shares189,760 from 165,300
Change+24,460 (+15%)
Value$47.3M (+$7.9M)
Filed 2026-10-30
Addenda Capital Inc.
INCREASED
Shares189,574 from 179,982
Change+9,592 (+5%)
Value$47.3M (+$4.4M)
Filed 2026-10-13
Means Investment Co., Inc.
INCREASED
Shares189,084 from 188,114
Change+970 (+1%)
Value$47.1M (+$2.3M)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares189,005 from 205,703
Change-16,698 (-8%)
Value$47.1M (-$1.9M)
Filed 2026-10-28
Anderson Hoagland & Co
INCREASED
Shares188,331 from 183,125
Change+5,206 (+3%)
Value$47.2M (+$3.5M)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares188,157 from 186,975
Change+1,182 (+1%)
Value$46.7M (+$1.6M)
Filed 2026-11-02
Waters Parkerson & Co., LLC
INCREASED
Shares187,738 from 178,957
Change+8,781 (+5%)
Value$46.8M (+$4.1M)
Filed 2026-11-04
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares187,092 from 188,520
Change-1,428 (-1%)
Value$46.6M (+$1.7M)
Filed 2026-11-05
Joel Isaacson & Co., LLC
DECREASED
Shares186,733 from 190,668
Change-3,935 (-2%)
Value$46.5M (+$1.1M)
Filed 2026-11-05
YHB Investment Advisors, Inc.
DECREASED
Shares186,013 from 187,755
Change-1,742 (-1%)
Value$46.3M (+$1.6M)
Filed 2026-10-08
Clifford Swan Investment Counsel LLC
INCREASED
Shares185,822 from 174,841
Change+10,981 (+6%)
Value$46.3M (+$4.6M)
Filed 2026-11-05
Nixon Peabody Trust Co
INCREASED
Shares184,574 from 177,005
Change+7,569 (+4%)
Value$46.0M (+$3.8M)
Filed 2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED
Shares183,899 from 172,397
Change+11,502 (+7%)
Value$48.3M (+$5.6M)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares183,660 from 170,152
Change+13,508 (+8%)
Value$45.5M (+$5.8M)
Filed 2026-10-27
American National Bank & Trust
DECREASED
Shares183,204 from 192,069
Change-8,865 (-5%)
Value$45.6M (-$132.0K)
Filed 2026-10-07
Granite Investment Partners, LLC
INCREASED
Shares181,235 from 176,444
Change+4,791 (+3%)
Value$45.2M (+$3.1M)
Filed 2026-11-04
Lyell Wealth Management, LP
INCREASED
Shares180,852 from 177,700
Change+3,152 (+2%)
Value$45.1M (+$2.7M)
Filed 2026-10-30
Cache Advisors, LLC
INCREASED
Shares180,669 from 159,103
Change+21,566 (+14%)
Value$45.0M (+$7.1M)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
DECREASED
Shares180,507 from 181,457
Change-950 (-1%)
Value$45.0M (+$1.7M)
Filed 2026-11-03
Farmers & Merchants Investments Inc
INCREASED
Shares178,820 from 171,378
Change+7,442 (+4%)
Value$44.6M (+$3.7M)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED
Shares178,432 from 175,147
Change+3,285 (+2%)
Value$44.5M (+$2.7M)
Filed 2026-10-29
Appleton Partners Inc
DECREASED
Shares175,977 from 177,012
Change-1,035 (-1%)
Value$43.8M (+$1.7M)
Filed 2026-10-30
Montag A & Associates Inc
DECREASED
Shares175,868 from 176,710
Change-842 (0%)
Value$43.8M (+$1.7M)
Filed 2026-10-29
Vest Financial, LLC
INCREASED
Shares174,943 from 173,864
Change+1,079 (+1%)
Value$43.6M (+$2.1M)
Filed 2026-10-21
Blue Zone Wealth Advisors, LLC
INCREASED
Shares174,855 from 173,427
Change+1,428 (+1%)
Value$43.6M (+$2.2M)
Filed 2026-10-19
Tran Capital Management, L.P.
DECREASED
Shares174,735 from 175,984
Change-1,249 (-1%)
Value$43.5M (+$1.6M)
Filed 2026-10-19
Petredis Investment Advisors LLC
INCREASED
Shares173,958 from 170,176
Change+3,782 (+2%)
Value$43.3M (+$2.8M)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares173,551 from 138,545
Change+35,006 (+25%)
Value$43.2M (+$10.2M)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares173,548 from 170,477
Change+3,071 (+2%)
Value$43.2M (+$2.6M)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares172,814 from 169,533
Change+3,281 (+2%)
Value$43.1M (+$2.6M)
Filed 2026-10-13
Equitable Trust Co
DECREASED
Shares172,492 from 176,639
Change-4,147 (-2%)
Value$43.0M (+$876.2K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares172,238 from 166,333
Change+5,905 (+4%)
Value$42.9M (+$3.3M)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED
Shares171,278 from 150,115
Change+21,163 (+14%)
Value$42.7M (+$6.9M)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED
Shares170,562 from 199,523
Change-28,961 (-15%)
Value$42.5M (-$5.1M)
Filed 2026-10-16
Burney Co/
INCREASED
Shares170,467 from 137,244
Change+33,223 (+24%)
Value$42.5M (+$9.8M)
Filed 2026-10-15
McCollum Christoferson Group LLC
INCREASED
Shares169,911 from 119,505
Change+50,406 (+42%)
Value$12.8M (+$463.4K)
Filed 2026-10-13
Synergy Asset Management, LLC
DECREASED
Shares169,027 from 173,957
Change-4,930 (-3%)
Value$42.1M (+$652.2K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares168,340 from 157,345
Change+10,995 (+7%)
Value$43.7M (+$6.2M)
Filed 2026-10-13
Rockland Trust Co
INCREASED
Shares168,213 from 101,684
Change+66,529 (+65%)
Value$41.9M (+$17.7M)
Filed 2026-10-05
Principle Wealth Partners LLC
DECREASED
Shares167,665 from 168,332
Change-667 (0%)
Value$41.8M (+$1.7M)
Filed 2026-11-02
Reynders McVeigh Capital Management, LLC
INCREASED
Shares167,654 from 166,954
Change+700 (+0%)
Value$41.8M (+$2.0M)
Filed 2026-10-30
GW Henssler & Associates LTD
INCREASED
Shares166,992 from 163,588
Change+3,404 (+2%)
Value$41.6M (+$2.6M)
Filed 2026-10-26
ARS Wealth Advisors Group, LLC
DECREASED
Shares164,115 from 165,174
Change-1,059 (-1%)
Value$40.9M (+$1.5M)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares163,618 from 342,342
Change-178,724 (-52%)
Value$40.8M (-$40.4M)
Filed 2026-10-21
Guyasuta Investment Advisors Inc
DECREASED
Shares163,535 from 165,245
Change-1,710 (-1%)
Value$40.7M (+$1.4M)
Filed 2026-10-15
Cidel Asset Management Inc
DECREASED
Shares163,003 from 163,648
Change-645 (0%)
Value$40.6M (+$1.6M)
Filed 2026-10-29
Integrity Alliance, Llc.
DECREASED
Shares161,939 from 167,338
Change-5,399 (-3%)
Value$40.3M (+$463.8K)
Filed 2026-10-29
Masterinvest Kapitalanlage GmbH
INCREASED
Shares160,656 from 155,345
Change+5,311 (+3%)
Value$40.0M (+$3.0M)
Filed 2026-11-03
LEE Danner & Bass Inc
INCREASED
Shares159,818 from 158,824
Change+994 (+1%)
Value$39.8M (+$2.0M)
Filed 2026-10-27
WestEnd Advisors, LLC
DECREASED
Shares158,850 from 174,758
Change-15,908 (-9%)
Value$39.6M (-$2.1M)
Filed 2026-10-27
Alta Advisers Ltd
INCREASED
Shares158,381 from 93,977
Change+64,404 (+69%)
Value$39.5M (+$17.1M)
Filed 2026-11-02
Pictet North America Advisors SA
INCREASED
Shares158,144 from 139,822
Change+18,322 (+13%)
Value$39.4M (+$6.1M)
Filed 2026-10-21
CX Institutional
DECREASED
Shares156,953 from 175,196
Change-18,243 (-10%)
Value$39.1K (-$41.7M)
Filed 2026-10-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares156,706 from 157,545
Change-839 (-1%)
Value$39.0M (+$1.5M)
Filed 2026-11-03
Solidarity Wealth, LLC
DECREASED
Shares156,663 from 159,043
Change-2,380 (-1%)
Value$39.0M (+$1.1M)
Filed 2026-10-15
Tritonpoint Wealth, LLC
DECREASED
Shares156,223 from 158,540
Change-2,317 (-1%)
Value$38.9M (+$1.1M)
Filed 2026-10-19
Washington Trust Bank
INCREASED
Shares155,895 from 144,472
Change+11,423 (+8%)
Value$38.8M (+$4.4M)
Filed 2026-11-03
One Way Holdings LLC
INCREASED
Shares155,539 from 148,907
Change+6,632 (+4%)
Value$38.8M (+$3.3M)
Filed 2026-10-29
GAM Holding AG
DECREASED
Shares154,542 from 175,049
Change-20,507 (-12%)
Value$38.5M (-$3.2M)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares154,222 from 151,812
Change+2,410 (+2%)
Value$38.4M (+$2.2M)
Filed 2026-10-23
Simon Quick Advisors, LLC
INCREASED
Shares154,204 from 148,635
Change+5,569 (+4%)
Value$38.4M (+$3.0M)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares153,166 from 155,058
Change-1,892 (-1%)
Value$38.2M (+$1.2M)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
INCREASED
Shares152,680 from 150,177
Change+2,503 (+2%)
Value$38.0M (+$2.2M)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares152,291 from 146,672
Change+5,619 (+4%)
Value$37.9M (+$3.0M)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares152,283 from 127,267
Change+25,016 (+20%)
Value$37.9M (+$7.6M)
Filed 2026-10-14
KTF Investments, LLC
INCREASED
Shares151,350 from 150,261
Change+1,089 (+1%)
Value$37.7M (+$1.9M)
Filed 2026-10-23
Praxis Investment Management Inc
UNCHANGED
Shares151,010 from 151,010
Change0 (0%)
Value$37.6M (+$1.6M)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares150,541 from 151,329
Change-788 (-1%)
Value$37.5M (+$1.4M)
Filed 2026-10-22
KMG Fiduciary Partners, LLC
DECREASED
Shares150,508 from 155,096
Change-4,588 (-3%)
Value$37.5M (+$533.4K)
Filed 2026-10-14
Richard C. Young & Co., Ltd.
DECREASED
Shares148,342 from 150,071
Change-1,729 (-1%)
Value$37.0M (+$1.2M)
Filed 2026-11-04
Makena Capital Management LLC
INCREASED
Shares148,238 from 129,820
Change+18,418 (+14%)
Value$36.9M (+$6.0M)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares148,234 from 114,167
Change+34,067 (+30%)
Value$36.9M (+$9.7M)
Filed 2026-11-04
Alps Advisors Inc
INCREASED
Shares147,594 from 141,489
Change+6,105 (+4%)
Value$36.8M (+$3.1M)
Filed 2026-11-03
BLB&B Advisors, LLC
DECREASED
Shares147,567 from 149,926
Change-2,359 (-2%)
Value$36.8M (+$1.0M)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares147,546 from 140,524
Change+7,022 (+5%)
Value$36.8M (+$3.3M)
Filed 2026-11-04
Phraction Management LLC
INCREASED
Shares147,528 from 145,203
Change+2,325 (+2%)
Value$36.8M (+$2.1M)
Filed 2026-10-14
Everest Financial Group LLC
DECREASED
Shares147,138 from 147,668
Change-530 (0%)
Value$36.7M (+$1.5M)
Filed 2026-11-06
Abner Herrman & Brock LLC
DECREASED
Shares145,859 from 147,717
Change-1,858 (-1%)
Value$36.3M (+$1.1M)
Filed 2026-10-20
TD Private Client Wealth LLC
DECREASED
Shares145,772 from 158,196
Change-12,424 (-8%)
Value$36.3M (-$1.4M)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
DECREASED
Shares144,540 from 168,407
Change-23,867 (-14%)
Value$36.0M (-$4.1M)
Filed 2026-10-19
Trinity Street Asset Management LLP
DECREASED
Shares144,296 from 146,998
Change-2,702 (-2%)
Value$36.0M (+$915.8K)
Filed 2026-10-16
Jessup Wealth Management, Inc
INCREASED
Shares143,167 from 142,342
Change+825 (+1%)
Value$35.7M (+$1.7M)
Filed 2026-10-20
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares142,970 from 145,516
Change-2,546 (-2%)
Value$37.2M (+$1.6M)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares142,762 from 118,602
Change+24,160 (+20%)
Value$35.6M (+$7.3M)
Filed 2026-11-03
Axxion S.A.
INCREASED
Shares141,497 from 133,913
Change+7,584 (+6%)
Value$35.6M (+$7.6M)
Filed 2026-10-22
Deltec Asset Management LLC
DECREASED
Shares141,312 from 152,221
Change-10,909 (-7%)
Value$35.2M (-$1.1M)
Filed 2026-10-26
Burns J W & Co Inc
INCREASED
Shares141,160 from 139,338
Change+1,822 (+1%)
Value$35.2M (+$2.0M)
Filed 2026-10-20
Coastline Trust Co
DECREASED
Shares141,055 from 150,624
Change-9,569 (-6%)
Value$35.1M (-$755.9K)
Filed 2026-10-01
Oriental Harbor Investment Master Fund
INCREASED
Shares140,992 from 59,897
Change+81,095 (+135%)
Value$35.1M (+$20.9M)
Filed 2026-10-22
Privium Fund Management B.V.
UNCHANGED
Shares140,000 from 140,000
Change0 (0%)
Value$34.9M (+$1.5M)
Filed 2026-11-03
Convergence Investment Partners, LLC
INCREASED
Shares139,918 from 82,795
Change+57,123 (+69%)
Value$34.9M (+$15.1M)
Filed 2026-10-28
Aviance Capital Partners, LLC
DECREASED
Shares139,123 from 139,415
Change-292 (0%)
Value$34.7M (+$1.4M)
Filed 2026-10-29
Coerente Capital Management
DECREASED
Shares138,580 from 139,131
Change-551 (0%)
Value$34.5M (+$1.4M)
Filed 2026-10-29
PKO Investment Management Joint-Stock Co
DECREASED
Shares138,000 from 143,000
Change-5,000 (-3%)
Value$34.4M (+$300.1K)
Filed 2026-10-19
Bochk Asset Management Ltd
INCREASED
Shares137,965 from 88,990
Change+48,975 (+55%)
Value$34.4M (+$13.2M)
Filed 2026-10-29
Matrix Asset Advisors Inc
INCREASED
Shares137,391 from 133,816
Change+3,575 (+3%)
Value$34.2M (+$2.3M)
Filed 2026-10-13
Meiji Yasuda America Inc
INCREASED
Shares137,271 from 110,623
Change+26,648 (+24%)
Value$34.2M (+$7.8M)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares137,066 from 125,677
Change+11,389 (+9%)
Value$34.1M (+$4.2M)
Filed 2026-10-15
Hartline Investment Corp/
DECREASED
Shares136,698 from 141,300
Change-4,602 (-3%)
Value$34.1M (+$380.9K)
Filed 2026-10-29
SP Asset Management LLC
INCREASED
Shares136,668 from 136,568
Change+100 (+0%)
Value$34.1M (+$1.5M)
Filed 2026-11-05
Globalt Investments LLC / GA
INCREASED
Shares136,350 from 112,845
Change+23,505 (+21%)
Value$34.0M (+$7.1M)
Filed 2026-10-27
Wedge Capital Management L L P
INCREASED
Shares136,141 from 14,828
Change+121,313 (+818%)
Value$33.9M (+$30.4M)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares136,112 from 130,330
Change+5,782 (+4%)
Value$33.9M (+$2.8M)
Filed 2026-11-04
Jacobs & Co
DECREASED
Shares136,032 from 136,344
Change-312 (0%)
Value$33.9M (+$1.4M)
Filed 2026-10-09
Eulav Asset Management
INCREASED
Shares136,019 from 136,015
Change+4 (0%)
Value$33.9M (+$1.5M)
Filed 2026-10-23
Professional Advisory Services Inc
DECREASED
Shares135,930 from 144,964
Change-9,034 (-6%)
Value$33.9M (-$684.0K)
Filed 2026-10-08
LSV Asset Management
INCREASED
Shares135,904 from 108,900
Change+27,004 (+25%)
Value$33.9M (+$7.9M)
Filed 2026-11-06
Greenwood Gearhart LLC
INCREASED
Shares135,838 from 131,218
Change+4,620 (+4%)
Value$33.8M (+$2.6M)
Filed 2026-11-02
CRA Financial Services, LLC
DECREASED
Shares135,723 from 136,860
Change-1,137 (-1%)
Value$33.8M (+$1.2M)
Filed 2026-10-16
Sander Capital Advisors Inc
DECREASED
Shares135,687 from 135,773
Change-86 (0%)
Value$33.8M (+$1.4M)
Filed 2026-10-20
Wilson Asset Management (International) PTY LTD
INCREASED
Shares135,651 from 135,588
Change+63 (+0%)
Value$33.8M (+$1.5M)
Filed 2026-10-26
Fulton Bank, N.A.
DECREASED
Shares135,546 from 137,842
Change-2,296 (-2%)
Value$33.8M (+$918.0K)
Filed 2026-10-14
ProVise Management Group, LLC
DECREASED
Shares135,344 from 138,955
Change-3,611 (-3%)
Value$33.7M (+$602.4K)
Filed 2026-11-06
Levin Capital Strategies, L.P.
DECREASED
Shares134,863 from 138,413
Change-3,550 (-3%)
Value$33.6M (+$611.8K)
Filed 2026-11-02
Mondrian Investment Partners LTD
UNCHANGED
Shares134,841 from 134,841
Change0 (0%)
Value$33.6M (+$1.5M)
Filed 2026-10-23
Birinyi Associates Inc
DECREASED
Shares134,624 from 139,634
Change-5,010 (-4%)
Value$33.5M (+$262.0K)
Filed 2026-10-28
Procyon Advisors, LLC
DECREASED
Shares134,416 from 135,062
Change-646 (0%)
Value$33.5M (+$1.3M)
Filed 2026-10-21
SVB Wealth LLC
DECREASED
Shares133,838 from 141,397
Change-7,559 (-5%)
Value$33.3M (-$354.8K)
Filed 2026-11-06
Trifecta Capital Advisors, LLC
INCREASED
Shares133,663 from 132,018
Change+1,645 (+1%)
Value$33.3M (+$1.8M)
Filed 2026-10-21
Slow Capital, Inc.
DECREASED
Shares133,343 from 133,600
Change-257 (0%)
Value$33.2M (+$1.4M)
Filed 2026-10-23
Loftus Peak Pty Ltd
INCREASED
Shares133,113 from 128,950
Change+4,163 (+3%)
Value$33.2M (+$2.4M)
Filed 2026-10-15
Canvas Wealth Advisors, LLC
INCREASED
Shares132,631 from 120,898
Change+11,733 (+10%)
Value$32.3M (+$3.5M)
Filed 2026-11-02
Third View Private Wealth, LLC
INCREASED
Shares132,562 from 128,447
Change+4,115 (+3%)
Value$33.0M (+$2.4M)
Filed 2026-10-30
Caldwell Trust Co
DECREASED
Shares132,169 from 132,898
Change-729 (-1%)
Value$32.9M (+$1.3M)
Filed 2026-10-30
Integrated Advisors Network LLC
DECREASED
Shares131,914 from 146,760
Change-14,846 (-10%)
Value$32.9M (-$2.1M)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares131,835 from 110,031
Change+21,804 (+20%)
Value$32.8M (+$6.6M)
Filed 2026-11-05
Xcel Wealth Management, LLC
INCREASED
Shares130,785 from 130,692
Change+93 (+0%)
Value$32.6M (+$1.4M)
Filed 2026-10-26
AMG National Trust Bank
INCREASED
Shares130,771 from 128,841
Change+1,930 (+2%)
Value$32.6M (+$1.9M)
Filed 2026-11-05
Partners Wealth Management, LLC
INCREASED
Shares130,656 from 7,605
Change+123,051 (+1618%)
Value$32.6M (+$30.7M)
Filed 2026-10-28
71 West Capital Partners
INCREASED
Shares130,623 from 123,216
Change+7,407 (+6%)
Value$32.5M (+$3.2M)
Filed 2026-11-04
Ascentis Independent Advisors
INCREASED
Shares130,553 from 236
Change+130,317 (+55219%)
Value$32.5M (+$32.5M)
Filed 2026-11-03
First Merchants Corp
DECREASED
Shares130,544 from 135,019
Change-4,475 (-3%)
Value$32.5M (+$344.6K)
Filed 2026-10-15
Northside Capital Management, LLC
INCREASED
Shares129,719 from 129,206
Change+513 (+0%)
Value$32.3M (+$1.5M)
Filed 2026-10-13
Villere ST Denis J & Co LLC
DECREASED
Shares129,709 from 136,855
Change-7,146 (-5%)
Value$32.3M (-$301.0K)
Filed 2026-11-04
True North Advisors, LLC
DECREASED
Shares129,617 from 132,550
Change-2,933 (-2%)
Value$32.3M (+$702.1K)
Filed 2026-10-22
Leonteq Securities AG
DECREASED
Shares129,418 from 267,597
Change-138,179 (-52%)
Value$32.2M (-$31.5M)
Filed 2026-10-29
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares129,012 from 128,857
Change+155 (+0%)
Value$32.1M (+$1.4M)
Filed 2026-11-02
CenterBook Partners LP
DECREASED
Shares128,799 from 209,763
Change-80,964 (-39%)
Value$32.1M (-$17.9M)
Filed 2026-11-02
Regents Gate Capital LLP
DECREASED
Shares128,695 from 146,695
Change-18,000 (-12%)
Value$32.1M (-$2.9M)
Filed 2026-11-03
Attestor Capital Ltd
INCREASED
Shares128,560 from 48,300
Change+80,260 (+166%)
Value$32.0M (+$20.5M)
Filed 2026-11-05
Avestar Capital, LLC
DECREASED
Shares128,520 from 187,127
Change-58,607 (-31%)
Value$32.0M (-$12.6M)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares127,215 from 111,492
Change+15,723 (+14%)
Value$31.7M (+$5.1M)
Filed 2026-10-23
Generali Investments, Management Co LLC
DECREASED
Shares127,079 from 131,319
Change-4,240 (-3%)
Value$31.7M (+$363.2K)
Filed 2026-10-19
Arthur M. Cohen & Associates, LLC
DECREASED
Shares126,551 from 129,421
Change-2,870 (-2%)
Value$31.5M (+$684.0K)
Filed 2026-10-26
Mirador Capital Partners LP
INCREASED
Shares126,130 from 124,393
Change+1,737 (+1%)
Value$31.4M (+$1.8M)
Filed 2026-10-09
Bender Robert & Associates
DECREASED
Shares125,918 from 126,383
Change-465 (0%)
Value$31.4M (+$1.3M)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares125,710 from 114,005
Change+11,705 (+10%)
Value$31.3M (+$4.1M)
Filed 2026-10-07
Capital Investment Services of America, Inc.
DECREASED
Shares125,348 from 126,495
Change-1,147 (-1%)
Value$31.2M (+$1.1M)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares125,073 from 107,345
Change+17,728 (+17%)
Value$31.2M (+$5.6M)
Filed 2026-10-26
Blue Fin Capital, Inc.
INCREASED
Shares124,073 from 122,337
Change+1,736 (+1%)
Value$30.9M (+$1.8M)
Filed 2026-10-28
Aaron Wealth Advisors LLC
INCREASED
Shares123,406 from 114,132
Change+9,274 (+8%)
Value$30.7M (+$3.5M)
Filed 2026-10-13
Destiny Wealth Partners, LLC
INCREASED
Shares123,401 from 75,967
Change+47,434 (+62%)
Value$30.3M (+$9.7M)
Filed 2026-11-05
S-Bank Fund Management Ltd
INCREASED
Shares123,372 from 95,026
Change+28,346 (+30%)
Value$30.7M (+$8.1M)
Filed 2026-11-06
Channing Capital Management, LLC
INCREASED
Shares122,491 from 77,421
Change+45,070 (+58%)
Value$30.5M (+$12.1M)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
INCREASED
Shares120,101 from 112,058
Change+8,043 (+7%)
Value$29.9M (+$3.2M)
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED
Shares120,090 from 121,771
Change-1,681 (-1%)
Value$29.9M (+$897.8K)
Filed 2026-10-08
LRZ Capital LLC
INCREASED
Shares119,902 from 89,216
Change+30,686 (+34%)
Value$29.9M (+$8.6M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares119,758 from 110,006
Change+9,752 (+9%)
Value$29.8M (+$3.6M)
Filed 2026-10-21
Asset Advisors Investment Management, LLC
DECREASED
Shares119,207 from 119,413
Change-206 (0%)
Value$29.7M (+$1.2M)
Filed 2026-10-19
Great Lakes Retirement, Inc.
INCREASED
Shares119,022 from 116,984
Change+2,038 (+2%)
Value$29.7M (+$1.8M)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares118,860 from 118,088
Change+772 (+1%)
Value$29.6M (+$1.5M)
Filed 2026-10-08
Maestria Partners LLC
UNCHANGED
Shares118,377 from 118,377
Change0 (0%)
Value$29.5M (+$1.3M)
Filed 2026-10-22
BNC Wealth Management, LLC
INCREASED
Shares117,976 from 101,465
Change+16,511 (+16%)
Value$29.4M (+$5.2M)
Filed 2026-10-19
Auxano Advisors, LLC
DECREASED
Shares117,614 from 120,523
Change-2,909 (-2%)
Value$29.3M (+$578.1K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares117,586 from 114,946
Change+2,640 (+2%)
Value$29.3M (+$1.9M)
Filed 2026-10-30
Garde Capital, Inc.
INCREASED
Shares116,599 from 110,781
Change+5,818 (+5%)
Value$29.1M (+$2.6M)
Filed 2026-10-29
Penobscot Investment Management Company, Inc.
INCREASED
Shares115,697 from 115,286
Change+411 (+0%)
Value$28.8M (+$1.3M)
Filed 2026-10-26
Mcdaniel Terry & Co
DECREASED
Shares115,515 from 115,854
Change-339 (0%)
Value$28.8M (+$1.2M)
Filed 2026-11-05
Strategic Wealth Investment Group, LLC
DECREASED
Shares115,448 from 121,847
Change-6,399 (-5%)
Value$28.8M (-$277.1K)
Filed 2026-10-29
Draper Asset Management, LLC
DECREASED
Shares114,932 from 122,726
Change-7,794 (-6%)
Value$28.6M (-$615.0K)
Filed 2026-10-09
Curtis Advisory Group, LLC
INCREASED
Shares114,478 from 113,913
Change+565 (+1%)
Value$28.5M (+$1.4M)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares114,221 from 107,757
Change+6,464 (+6%)
Value$28.5M (+$2.8M)
Filed 2026-10-13
Rossmore Private Capital
INCREASED
Shares114,174 from 112,133
Change+2,041 (+2%)
Value$28.4M (+$1.7M)
Filed 2026-10-27
Quantum Private Wealth, LLC
DECREASED
Shares114,074 from 117,778
Change-3,704 (-3%)
Value$28.4M (+$350.3K)
Filed 2026-10-20
Noesis Capital Mangement Corp
INCREASED
Shares113,801 from 113,112
Change+689 (+1%)
Value$28.4M (+$1.4M)
Filed 2026-10-26
M & L Capital Management Ltd
NEW
Shares113,215
Change+113,215
Value$28.2M
Filed 2026-10-26
Icici Prudential Asset Management Co Ltd
DECREASED
Shares112,962 from 113,638
Change-676 (-1%)
Value$28.1M (+$1.1M)
Filed 2026-11-06
Nfsg Corp
INCREASED
Shares112,430 from 111,890
Change+540 (+0%)
Value$28.0M (+$1.3M)
Filed 2026-10-15
Angeles Wealth Management, LLC
DECREASED
Shares112,419 from 118,524
Change-6,105 (-5%)
Value$28.0M (-$239.8K)
Filed 2026-10-26
Overbrook Management Corp
DECREASED
Shares110,878 from 140,215
Change-29,337 (-21%)
Value$27.6M (-$5.8M)
Filed 2026-10-08
Costello Asset Management, Inc
DECREASED
Shares110,646 from 111,804
Change-1,158 (-1%)
Value$27.6M (+$920.1K)
Filed 2026-10-30
Fiduciary Alliance LLC
DECREASED
Shares110,255 from 112,504
Change-2,249 (-2%)
Value$27.5M (+$655.8K)
Filed 2026-10-13
Fagan Associates, Inc.
INCREASED
Shares110,041 from 106,170
Change+3,871 (+4%)
Value$27.4M (+$2.1M)
Filed 2026-10-13
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$27.4M (+$1.2M)
Filed 2026-11-05
Neville Rodie & Shaw Inc
DECREASED
Shares109,581 from 120,266
Change-10,685 (-9%)
Value$27.3K (-$28.6M)
Filed 2026-10-05
Elite Wealth Management, Inc.
INCREASED
Shares109,573 from 92,747
Change+16,826 (+18%)
Value$27.3M (+$5.2M)
Filed 2026-11-03
Valicenti Advisory Services Inc
INCREASED
Shares108,865 from 108,622
Change+243 (+0%)
Value$27.1M (+$1.2M)
Filed 2026-10-23
Princeton Capital Management LLC
INCREASED
Shares108,625 from 108,383
Change+242 (+0%)
Value$27.1M (+$1.2M)
Filed 2026-10-27
Manchester Capital Management LLC
DECREASED
Shares108,573 from 109,112
Change-539 (0%)
Value$27.1M (+$1.0M)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares107,951 from 43,306
Change+64,645 (+149%)
Value$26.9M (+$17.9M)
Filed 2026-10-13
Trust Asset Management LLC
DECREASED
Shares107,529 from 107,563
Change-34 (0%)
Value$26.8M (+$1.2M)
Filed 2026-11-03
Fulcrum Capital LLC
INCREASED
Shares107,299 from 103,117
Change+4,182 (+4%)
Value$26.7M (+$2.2M)
Filed 2026-10-15
RIT Capital Partners PLC
DECREASED
Shares107,000 from 123,400
Change-16,400 (-13%)
Value$26.7M (-$2.7M)
Filed 2026-11-05
Symphony Financial, Ltd. Co.
INCREASED
Shares106,783 from 88,652
Change+18,131 (+20%)
Value$26.5M (+$5.2M)
Filed 2026-10-22
Progressive Investment Management Corp
DECREASED
Shares106,779 from 108,086
Change-1,307 (-1%)
Value$26.6M (+$842.8K)
Filed 2026-10-26
WoodTrust Financial Corp
DECREASED
Shares106,472 from 107,196
Change-724 (-1%)
Value$26.5M (+$978.0K)
Filed 2026-10-09
CFM Wealth Partners LLC
DECREASED
Shares106,056 from 106,285
Change-229 (0%)
Value$26.4M (+$1.1M)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
INCREASED
Shares105,733 from 102,124
Change+3,609 (+4%)
Value$26.3M (+$2.0M)
Filed 2026-11-02
Quattro Financial Advisors LLC
DECREASED
Shares105,614 from 110,635
Change-5,021 (-5%)
Value$26.3M (-$55.0K)
Filed 2026-10-15
Moran Wealth Management, LLC
INCREASED
Shares104,474 from 99,103
Change+5,371 (+5%)
Value$26.0M (+$2.4M)
Filed 2026-10-22
Dillon & Associates Inc
INCREASED
Shares104,069 from 102,422
Change+1,647 (+2%)
Value$25.9M (+$1.5M)
Filed 2026-10-22
Norden Group LLC
INCREASED
Shares103,866 from 96,018
Change+7,848 (+8%)
Value$25.9M (+$3.0M)
Filed 2026-10-20
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares102,903 from 102,903
Change0 (0%)
Value$24.5M ($0)
Filed 2026-10-15
CapWealth Advisors, LLC
DECREASED
Shares102,883 from 103,281
Change-398 (0%)
Value$25.6M (+$1.0M)
Filed 2026-10-05
Nilsine Partners, LLC
DECREASED
Shares102,692 from 104,703
Change-2,011 (-2%)
Value$25.6M (+$630.8K)
Filed 2026-11-02
Perryman Financial Advisory Inc
INCREASED
Shares102,626 from 100,752
Change+1,874 (+2%)
Value$25.6M (+$1.6M)
Filed 2026-10-16
Hoffman, Alan N Investment Management
DECREASED
Shares102,347 from 104,140
Change-1,793 (-2%)
Value$25.5M (+$679.1K)
Filed 2026-10-28
Trust Co of Toledo NA
INCREASED
Shares101,975 from 99,830
Change+2,145 (+2%)
Value$25.4M (+$1.6M)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares101,956 from 101,228
Change+728 (+1%)
Value$25.4M (+$1.3M)
Filed 2026-11-04
Cullinan Associates Inc
DECREASED
Shares101,847 from 126,253
Change-24,406 (-19%)
Value$25.4M (-$4.7M)
Filed 2026-11-03
Bath Savings Trust Co
INCREASED
Shares101,828 from 99,435
Change+2,393 (+2%)
Value$25.4M (+$1.7M)
Filed 2026-10-07
BCV Asset Management Inc.
DECREASED
Shares101,318 from 102,071
Change-753 (-1%)
Value$25.3M (+$784.3K)
Filed 2026-11-06
Wallington Asset Management, LLC
INCREASED
Shares101,163 from 101,136
Change+27 (+0%)
Value$25.2M (+$1.1M)
Filed 2026-11-04
Physicians Financial Services, Inc.
DECREASED
Shares100,571 from 101,352
Change-781 (-1%)
Value$25.1M (+$901.0K)
Filed 2026-11-04
Davis-Rea Ltd.
INCREASED
Shares100,526 from 90,521
Change+10,005 (+11%)
Value$25.0M (+$3.5M)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
INCREASED
Shares99,971 from 94,877
Change+5,094 (+5%)
Value$24.9M (+$2.3M)
Filed 2026-11-03
DE Burlo Group Inc
INCREASED
Shares99,685 from 89,170
Change+10,515 (+12%)
Value$24.8M (+$3.6M)
Filed 2026-11-05
180 Wealth Advisors, LLC
DECREASED
Shares99,573 from 100,386
Change-813 (-1%)
Value$24.8M (+$882.8K)
Filed 2026-11-03
IPG Investment Advisors LLC
INCREASED
Shares99,561 from 98,914
Change+647 (+1%)
Value$24.8M (+$1.2M)
Filed 2026-10-30
Baker Chad R
UNCHANGED
Shares99,518 from 99,518
Change0 (0%)
Value$24.8M (+$1.1M)
Filed 2026-10-22
Ninety One SA (PTY) Ltd
DECREASED
Shares99,360 from 99,423
Change-63 (0%)
Value$24.9M (+$1.2M)
Filed 2026-10-15
Montaka Global Pty Ltd
INCREASED
Shares98,994 from 90,850
Change+8,144 (+9%)
Value$24.7M (+$3.0M)
Filed 2026-11-05
First Horizon Corp
DECREASED
Shares98,601 from 100,614
Change-2,013 (-2%)
Value$24.6M (+$586.1K)
Filed 2026-10-26
Greatmark Investment Partners, Inc.
INCREASED
Shares98,551 from 98,496
Change+55 (+0%)
Value$24.6M (+$1.1M)
Filed 2026-10-28
OAK Ridge Investments LLC
DECREASED
Shares98,400 from 102,773
Change-4,373 (-4%)
Value$24.5M (+$21.4K)
Filed 2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares98,278 from 86,944
Change+11,334 (+13%)
Value$24.5M (+$3.8M)
Filed 2026-10-23
Westwind Capital
DECREASED
Shares98,258 from 105,066
Change-6,808 (-6%)
Value$24.5M (-$560.0K)
Filed 2026-10-08
Stockman Wealth Management, Inc.
INCREASED
Shares98,046 from 97,250
Change+796 (+1%)
Value$24.4M (+$1.2M)
Filed 2026-10-27
Capital Asset Advisory Services LLC
DECREASED
Shares97,947 from 102,098
Change-4,151 (-4%)
Value$24.5M (+$187.6K)
Filed 2026-10-30
Vision Capital Management, Inc.
DECREASED
Shares97,522 from 97,611
Change-89 (0%)
Value$24.3M (+$1.0M)
Filed 2026-10-20
Violich Capital Management, Inc.
INCREASED
Shares97,491 from 93,741
Change+3,750 (+4%)
Value$24.3M (+$1.9M)
Filed 2026-10-05
Firetrail Investments PTY LTD
DECREASED
Shares97,479 from 99,939
Change-2,460 (-2%)
Value$24.4M (+$709.7K)
Filed 2026-11-05
CV Advisors LLC
INCREASED
Shares96,976 from 92,256
Change+4,720 (+5%)
Value$24.2M (+$2.2M)
Filed 2026-10-13
North Point Portfolio Managers Corp
DECREASED
Shares96,784 from 98,717
Change-1,933 (-2%)
Value$24.1M (+$585.5K)
Filed 2026-10-07
Certuity, LLC
INCREASED
Shares96,044 from 93,810
Change+2,234 (+2%)
Value$23.9M (+$1.6M)
Filed 2026-11-02
CMH Wealth Management LLC
INCREASED
Shares95,792 from 89,639
Change+6,153 (+7%)
Value$23.9M (+$2.5M)
Filed 2026-10-22
West Branch Capital LLC
INCREASED
Shares95,701 from 95,216
Change+485 (+1%)
Value$23.8M (+$1.2M)
Filed 2026-10-20
N10 Wealth, LLC
INCREASED
Shares95,433 from 70,014
Change+25,419 (+36%)
Value$23.8M (+$7.1M)
Filed 2026-10-14
Cypress Capital Group
INCREASED
Shares94,882 from 91,965
Change+2,917 (+3%)
Value$23.6M (+$1.7M)
Filed 2026-11-03
Independence Bank of Kentucky
DECREASED
Shares94,851 from 96,122
Change-1,271 (-1%)
Value$23.6M (+$722.4K)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares94,699 from 96,228
Change-1,529 (-2%)
Value$23.6M (+$659.3K)
Filed 2026-10-21
Harbour Trust & Investment Management Co
INCREASED
Shares94,566 from 93,354
Change+1,212 (+1%)
Value$23.6M (+$1.3M)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares94,209 from 8,581
Change+85,628 (+998%)
Value$23.5M (+$21.4M)
Filed 2026-10-30
Kanawha Capital Management LLC
INCREASED
Shares93,779 from 90,267
Change+3,512 (+4%)
Value$23.4M (+$1.9M)
Filed 2026-10-19
Nicollet Investment Management, Inc.
DECREASED
Shares93,740 from 96,027
Change-2,287 (-2%)
Value$23.4M (+$468.0K)
Filed 2026-10-14
Titleist Asset Management, LLC
INCREASED
Shares93,542 from 89,575
Change+3,967 (+4%)
Value$23.3M (+$2.0M)
Filed 2026-10-08
Abacus Planning Group, Inc.
INCREASED
Shares93,381 from 93,240
Change+141 (+0%)
Value$23.3M (+$1.0M)
Filed 2026-11-02
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares92,686 from 85,398
Change+7,288 (+9%)
Value$23.1M (+$2.7M)
Filed 2026-10-19
Intesa Sanpaolo Wealth Management
INCREASED
Shares92,601 from 92,553
Change+48 (+0%)
Value$23.1M (+$1.0M)
Filed 2026-10-28
Anchor Capital Advisors LLC
DECREASED
Shares92,465 from 99,138
Change-6,673 (-7%)
Value$23.0M (-$591.0K)
Filed 2026-11-05
Legacy Private Trust Co.
DECREASED
Shares92,384 from 92,914
Change-530 (-1%)
Value$23.0M (+$872.4K)
Filed 2026-10-06
Nations Financial Group Inc,
DECREASED
Shares92,007 from 99,436
Change-7,429 (-7%)
Value$22.9M (-$776.0K)
Filed 2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares91,876 from 94,967
Change-3,091 (-3%)
Value$22.9M (+$256.5K)
Filed 2026-10-13
City Holding Co
INCREASED
Shares91,373 from 86,979
Change+4,394 (+5%)
Value$22.8M (+$2.0M)
Filed 2026-10-19
Cigna Investments Inc
DECREASED
Shares90,728 from 91,688
Change-960 (-1%)
Value$22.6M (+$752.0K)
Filed 2026-10-19
Kercheville Advisors, LLC
DECREASED
Shares90,721 from 91,063
Change-342 (0%)
Value$22.6M (+$899.2K)
Filed 2026-10-19
Oxler Private Wealth LLC
DECREASED
Shares90,583 from 90,637
Change-54 (0%)
Value$22.6M (+$966.3K)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares90,476 from 91,680
Change-1,204 (-1%)
Value$22.5M (+$691.1K)
Filed 2026-11-02
Perennial Advisors, LLC
DECREASED
Shares90,420 from 90,903
Change-483 (-1%)
Value$22.5M (+$862.3K)
Filed 2026-10-13
PKO BP Bankowy Universal Pension Society JSC
DECREASED
Shares90,000 from 91,250
Change-1,250 (-1%)
Value$22.4M (+$675.0K)
Filed 2026-10-09
TCV Trust & Wealth Management, Inc.
DECREASED
Shares89,852 from 90,651
Change-799 (-1%)
Value$22.4M (+$780.9K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
INCREASED
Shares89,758 from 86,348
Change+3,410 (+4%)
Value$22.4M (+$1.8M)
Filed 2026-10-15
University of Texas S AM Investment Management Co
DECREASED
Shares89,739 from 96,573
Change-6,834 (-7%)
Value$22.4M (-$658.7K)
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares89,277 from 90,458
Change-1,181 (-1%)
Value$22.2M (+$683.6K)
Filed 2026-11-04
Apollon Financial, LLC
DECREASED
Shares89,009 from 89,504
Change-495 (-1%)
Value$22.2M (+$844.3K)
Filed 2026-10-23
Telos Capital Management, Inc.
DECREASED
Shares88,843 from 90,252
Change-1,409 (-2%)
Value$22.1M (+$624.6K)
Filed 2026-11-02
United Capital Management of KS, Inc.
INCREASED
Shares88,773 from 87,524
Change+1,249 (+1%)
Value$22.1M (+$1.3M)
Filed 2026-11-04
Institute for Wealth Management, Llc.
INCREASED
Shares88,560 from 87,168
Change+1,392 (+2%)
Value$22.1M (+$1.3M)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares88,276 from 91,947
Change-3,671 (-4%)
Value$22.0M (+$79.3K)
Filed 2026-10-13
Cove Private Wealth, LLC
INCREASED
Shares88,101 from 85,673
Change+2,428 (+3%)
Value$22.0M (+$1.5M)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares88,063
Change+88,063
Value$21.7M
Filed 2026-11-03
Wealth Preservation Advisors, LLC
INCREASED
Shares87,968 from 79,534
Change+8,434 (+11%)
Value$21.9M (+$3.0M)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares87,851 from 69,675
Change+18,176 (+26%)
Value$21.9M (+$5.3M)
Filed 2026-10-26
StoneX Group Inc.
DECREASED
Shares87,548 from 87,825
Change-277 (0%)
Value$21.8M (+$881.7K)
Filed 2026-11-03
Sepio Capital, LP
INCREASED
Shares87,336 from 83,587
Change+3,749 (+4%)
Value$21.8M (+$1.8M)
Filed 2026-10-22
Claro Advisors Inc.
INCREASED
Shares87,258 from 87,023
Change+235 (+0%)
Value$21.7M (+$999.2K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares87,112 from 80,066
Change+7,046 (+9%)
Value$21.7M (+$2.6M)
Filed 2026-10-28
Strategic Advisors LLC
DECREASED
Shares86,817 from 89,204
Change-2,387 (-3%)
Value$21.6M (+$369.6K)
Filed 2026-10-13
Shikiar Asset Management Inc
DECREASED
Shares86,782 from 87,537
Change-755 (-1%)
Value$21.6M (+$758.0K)
Filed 2026-10-20
HBK Sorce Advisory LLC
DECREASED
Shares86,751 from 91,425
Change-4,674 (-5%)
Value$22.6M (-$2.4M)
Filed 2026-11-06
Cohen Capital Management, Inc.
UNCHANGED
Shares86,188 from 86,188
Change0 (0%)
Value$21.5M (+$931.7K)
Filed 2026-10-14
GoalVest Advisory LLC
INCREASED
Shares86,027 from 22,148
Change+63,879 (+288%)
Value$5.7M (+$417.7K)
Filed 2026-10-02
Capital Investment Counsel, Inc
DECREASED
Shares85,754 from 101,801
Change-16,047 (-16%)
Value$21.4M (-$2.9M)
Filed 2026-10-20
Parcion Private Wealth LLC
INCREASED
Shares85,660 from 79,418
Change+6,242 (+8%)
Value$21.3M (+$2.4M)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED
Shares85,330 from 101,553
Change-16,223 (-16%)
Value$21.3M (-$2.9M)
Filed 2026-10-08
Security National Bank
INCREASED
Shares85,170 from 82,891
Change+2,279 (+3%)
Value$21.2M (+$1.5M)
Filed 2026-10-26
Jackson Square Capital, LLC
INCREASED
Shares84,951 from 83,248
Change+1,703 (+2%)
Value$21.2M (+$1.3M)
Filed 2026-10-19
Chicago Trust Co NA
INCREASED
Shares84,879 from 72,617
Change+12,262 (+17%)
Value$21.1M (+$3.8M)
Filed 2026-10-28
Nemes Rush Group LLC
INCREASED
Shares84,713 from 84,585
Change+128 (+0%)
Value$21.1M (+$946.3K)
Filed 2026-11-04
Cullen Investment Group, Ltd.
INCREASED
Shares84,548 from 80,525
Change+4,023 (+5%)
Value$21.9M (+$2.8M)
Filed 2026-10-13
RMR Wealth Builders
INCREASED
Shares84,353 from 81,431
Change+2,922 (+4%)
Value$21.0M (+$1.6M)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares84,051 from 77,095
Change+6,956 (+9%)
Value$21.8M (+$2.9M)
Filed 2026-10-08
Fulcrum Asset Management LLP
DECREASED
Shares83,971 from 84,971
Change-1,000 (-1%)
Value$20.7M (+$308.2K)
Filed 2026-11-04
Mitchell Capital Management Co
INCREASED
Shares83,906 from 83,878
Change+28 (+0%)
Value$20.9M (+$913.7K)
Filed 2026-10-29
Myriad Asset Management Advisors LLC
INCREASED
Shares83,508 from 59,373
Change+24,135 (+41%)
Value$20.8M (+$6.7M)
Filed 2026-11-03
Sheets Smith Wealth Management
DECREASED
Shares83,357 from 83,872
Change-515 (-1%)
Value$20.8M (+$778.3K)
Filed 2026-10-16
Lockheed Martin Investment Management Co
DECREASED
Shares83,180 from 429,790
Change-346,610 (-81%)
Value$20.7M (-$81.7M)
Filed 2026-11-04
Shepherd Financial Partners LLC
DECREASED
Shares82,999 from 83,008
Change-9 (0%)
Value$20.7M (+$895.1K)
Filed 2026-11-03
Ibex Wealth Advisors
INCREASED
Shares82,930 from 82,776
Change+154 (+0%)
Value$20.7M (+$933.2K)
Filed 2026-11-06
Marietta Wealth Management, LLC
DECREASED
Shares82,746 from 83,337
Change-591 (-1%)
Value$21.0M (+$1.2M)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares82,513 from 80,162
Change+2,351 (+3%)
Value$20.6M (+$1.5M)
Filed 2026-10-22
Stenger Family Office, LLC
INCREASED
Shares82,378 from 77,968
Change+4,410 (+6%)
Value$21.3M (+$2.7M)
Filed 2026-10-22
SFE Investment Counsel
INCREASED
Shares82,156 from 81,327
Change+829 (+1%)
Value$20.5M (+$1.1M)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares81,971 from 79,463
Change+2,508 (+3%)
Value$20.4M (+$1.5M)
Filed 2026-10-27
Yelin Lapidot Holdings Management Ltd.
INCREASED
Shares81,918 from 79,575
Change+2,343 (+3%)
Value$20.4M (+$1.4M)
Filed 2026-10-26
Philadelphia Trust Co
DECREASED
Shares81,904 from 95,313
Change-13,409 (-14%)
Value$20.4M (-$2.3M)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares81,514 from 80,086
Change+1,428 (+2%)
Value$20.3M (+$1.2M)
Filed 2026-10-19
Gryphon Financial Partners LLC
INCREASED
Shares81,403 from 78,526
Change+2,877 (+4%)
Value$20.3M (+$1.6M)
Filed 2026-11-04
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
DECREASED
Shares80,854 from 88,554
Change-7,700 (-9%)
Value$20.1M (-$961.2K)
Filed 2026-10-20
Welch Group, LLC
INCREASED
Shares80,392 from 69,670
Change+10,722 (+15%)
Value$20.0M (+$3.4M)
Filed 2026-10-29
Pennsylvania Capital Management Inc
INCREASED
Shares80,319 from 80,292
Change+27 (+0%)
Value$20.0M (+$874.7K)
Filed 2026-11-05
Tema Etfs LLC
DECREASED
Shares80,174 from 82,033
Change-1,859 (-2%)
Value$20.0M (+$423.6K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
DECREASED
Shares79,713 from 80,052
Change-339 (0%)
Value$19.9M (+$780.9K)
Filed 2026-10-29
Sigma Investment Counselors Inc
INCREASED
Shares79,703 from 69,579
Change+10,124 (+15%)
Value$19.9M (+$3.3M)
Filed 2026-10-27
Thompson Siegel & Walmsley LLC
INCREASED
Shares79,461 from 76,589
Change+2,872 (+4%)
Value$19.8M (+$1.5M)
Filed 2026-11-05
Cadinha & Co LLC
INCREASED
Shares79,400 from 78,710
Change+690 (+1%)
Value$19.8M (+$1.0M)
Filed 2026-10-22
Westover Capital Advisors, LLC
INCREASED
Shares79,362 from 75,506
Change+3,856 (+5%)
Value$19.8M (+$1.8M)
Filed 2026-10-26
Orange Investment Advisors, Inc.
INCREASED
Shares79,191 from 74,153
Change+5,038 (+7%)
Value$19.7M (+$2.1M)
Filed 2026-10-23
Moody National Bank Trust Division
INCREASED
Shares79,178 from 75,289
Change+3,889 (+5%)
Value$19.7M (+$1.8M)
Filed 2026-10-06
Rubicon Global Capital Ltd
UNCHANGED
Shares79,000 from 79,000
Change0 (0%)
Value$19.7M (+$854.0K)
Filed 2026-10-28
Greenwood Capital Associates LLC
DECREASED
Shares78,821 from 79,928
Change-1,107 (-1%)
Value$19.6M (+$588.3K)
Filed 2026-10-27
Luma Capital S.A. - SPF
UNCHANGED
Shares78,747 from 78,747
Change0 (0%)
Value$19.6M (+$851.3K)
Filed 2026-10-21
Asio Capital, LLC
INCREASED
Shares78,442 from 75,704
Change+2,738 (+4%)
Value$19.5M (+$1.5M)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares78,414 from 80,017
Change-1,603 (-2%)
Value$19.5M (+$465.7K)
Filed 2026-10-13
Baxter Bros Inc
DECREASED
Shares78,304 from 78,464
Change-160 (0%)
Value$19.5M (+$808.3K)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares78,291 from 58,792
Change+19,499 (+33%)
Value$19.5M (+$5.5M)
Filed 2026-11-06
Catalyst Financial Partners LLC
INCREASED
Shares78,152 from 71,904
Change+6,248 (+9%)
Value$19.5M (+$2.3M)
Filed 2026-11-06
Winch Advisory Services, LLC
DECREASED
Shares77,749 from 79,330
Change-1,581 (-2%)
Value$19.4M (+$463.8K)
Filed 2026-11-06
Cornerstone Advisory, LLC
INCREASED
Shares77,270 from 73,599
Change+3,671 (+5%)
Value$19.3M (+$1.7M)
Filed 2026-11-06
Columbia Asset Management
DECREASED
Shares77,230 from 80,573
Change-3,343 (-4%)
Value$19.2M (+$38.1K)
Filed 2026-10-19
Hendershot Investments Inc.
DECREASED
Shares77,224 from 80,835
Change-3,611 (-4%)
Value$19.2M (-$25.9K)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares77,030 from 59,400
Change+17,630 (+30%)
Value$19.2M (+$4.0M)
Filed 2026-11-02
Whitener Capital Management, Inc.
INCREASED
Shares76,936 from 76,680
Change+256 (+0%)
Value$19.2M (+$892.7K)
Filed 2026-10-15
Lincoln Capital LLC
DECREASED
Shares76,870 from 77,042
Change-172 (0%)
Value$19.1M (+$753.4K)
Filed 2026-10-09
Everhart Financial Group, Inc.
INCREASED
Shares76,804 from 73,488
Change+3,316 (+5%)
Value$19.1M (+$1.6M)
Filed 2026-10-08
Blume Capital Management, Inc.
INCREASED
Shares76,678 from 76,513
Change+165 (+0%)
Value$19.1M (+$868.2K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares76,515 from 71,943
Change+4,572 (+6%)
Value$19.1M (+$1.9M)
Filed 2026-11-03
First Financial Bank - Trust Division
INCREASED
Shares76,401 from 74,462
Change+1,939 (+3%)
Value$19.0M (+$1.3M)
Filed 2026-10-01
TritonPoint Partners, LLC
DECREASED
Shares76,355 from 170,447
Change-94,092 (-55%)
Value$19.0M (-$21.6M)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares76,337 from 76,050
Change+287 (+0%)
Value$19.0M (+$893.6K)
Filed 2026-10-20
Private Capital Advisors, Inc.
INCREASED
Shares76,133 from 75,943
Change+190 (+0%)
Value$19.0M (+$868.3K)
Filed 2026-10-06
Viewpoint Capital Management LLC
DECREASED
Shares76,005 from 77,093
Change-1,088 (-1%)
Value$18.9M (+$562.2K)
Filed 2026-10-27
Stanley-Laman Group, Ltd.
DECREASED
Shares75,920 from 77,572
Change-1,652 (-2%)
Value$18.9M (+$427.0K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
DECREASED
Shares75,528 from 76,468
Change-940 (-1%)
Value$18.8M (+$592.4K)
Filed 2026-11-03
Covenant Asset Management, LLC
DECREASED
Shares75,366 from 76,726
Change-1,360 (-2%)
Value$18.8M (+$490.6K)
Filed 2026-10-14
Lazari Capital Management, Inc.
DECREASED
Shares75,170 from 75,415
Change-245 (0%)
Value$18.7M (+$754.4K)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares74,931 from 73,626
Change+1,305 (+2%)
Value$18.7M (+$1.1M)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares74,762 from 74,524
Change+238 (+0%)
Value$18.6M (+$864.9K)
Filed 2026-10-27
NWF Advisory Services Inc.
DECREASED
Shares74,720 from 75,963
Change-1,243 (-2%)
Value$18.6M (+$511.2K)
Filed 2026-10-19
BAR Harbor Wealth Management
INCREASED
Shares74,496 from 72,827
Change+1,669 (+2%)
Value$18.6M (+$1.2M)
Filed 2026-10-21
Kozak & Associates, Inc.
DECREASED
Shares74,475 from 75,508
Change-1,033 (-1%)
Value$19.0M (+$711.1K)
Filed 2026-10-29
Citizens National Bank Trust Department
DECREASED
Shares74,372 from 74,508
Change-136 (0%)
Value$18.5M (+$771.5K)
Filed 2026-11-04
Artemis Wealth Advisors, LLC
INCREASED
Shares74,263 from 73,803
Change+460 (+1%)
Value$18.5M (+$912.4K)
Filed 2026-11-05
McGuire Investment Group, LLC
INCREASED
Shares74,069 from 63,382
Change+10,687 (+17%)
Value$18.5M (+$3.3M)
Filed 2026-10-23
Schmidt P J Investment Management Inc
INCREASED
Shares73,975 from 73,026
Change+949 (+1%)
Value$18.4M (+$1.0M)
Filed 2026-11-02
111 Capital
INCREASED
Shares73,878 from 69,022
Change+4,856 (+7%)
Value$18.4M (+$2.0M)
Filed 2026-11-03
Polaris Financial Partners
NEW
Shares73,844
Change+73,844
Value$18.6K
Filed 2026-10-02
Sovran Advisors, LLC
INCREASED
Shares73,804 from 66,532
Change+7,272 (+11%)
Value$18.0M (+$2.6M)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares73,693 from 72,209
Change+1,484 (+2%)
Value$18.4M (+$1.2M)
Filed 2026-10-20
Kenora Financial, LLC
DECREASED
Shares73,596 from 74,462
Change-866 (-1%)
Value$18.3M (+$589.2K)
Filed 2026-10-20
Hedeker Wealth, LLC
INCREASED
Shares73,497 from 72,451
Change+1,046 (+1%)
Value$18.3M (+$1.0M)
Filed 2026-10-23
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED
Shares73,449 from 80,592
Change-7,143 (-9%)
Value$18.3M (-$908.5K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
INCREASED
Shares73,082 from 64,429
Change+8,653 (+13%)
Value$18.2M (+$2.9M)
Filed 2026-10-26
Laurion Capital Management LP
INCREASED
Shares73,075 from 5,000
Change+68,075 (+1362%)
Value$18.2M (+$17.0M)
Filed 2026-10-30
Premier Path Wealth Partners, LLC
DECREASED
Shares73,008 from 73,878
Change-870 (-1%)
Value$18.2M (+$581.9K)
Filed 2026-10-16
Sawgrass Asset Management LLC
DECREASED
Shares72,965 from 140,037
Change-67,072 (-48%)
Value$18.2M (-$15.2M)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares72,826 from 74,688
Change-1,862 (-2%)
Value$18.1M (+$343.5K)
Filed 2026-10-26
Sage Capital Advisors,llc
DECREASED
Shares72,538 from 73,190
Change-652 (-1%)
Value$18.1M (+$628.7K)
Filed 2026-10-13
S.E.E.D. Planning Group LLC
INCREASED
Shares72,399 from 67,033
Change+5,366 (+8%)
Value$18.0M (+$2.1M)
Filed 2026-10-07
Resonant Capital Advisors, LLC
INCREASED
Shares72,377 from 68,392
Change+3,985 (+6%)
Value$18.0M (+$1.7M)
Filed 2026-10-15
PDS Planning, Inc
INCREASED
Shares72,071 from 69,133
Change+2,938 (+4%)
Value$18.0M (+$1.5M)
Filed 2026-11-03
Central Bank & Trust Co
DECREASED
Shares72,009 from 72,337
Change-328 (0%)
Value$17.9M (+$700.2K)
Filed 2026-10-09
Enclave Advisors LLC
DECREASED
Shares71,969 from 77,616
Change-5,647 (-7%)
Value$17.9M (-$567.9K)
Filed 2026-10-14
Parkside Investments, LLC
INCREASED
Shares71,959 from 71,738
Change+221 (+0%)
Value$17.9M (+$830.6K)
Filed 2026-10-20
Regatta Capital Group, LLC
INCREASED
Shares71,855 from 70,392
Change+1,463 (+2%)
Value$17.9M (+$1.1M)
Filed 2026-10-23
Empirical Capital Management, LLC
DECREASED
Shares71,600 from 121,600
Change-50,000 (-41%)
Value$17.8M (-$11.1M)
Filed 2026-10-27
Bell Bank
INCREASED
Shares71,599 from 67,017
Change+4,582 (+7%)
Value$17.8M (+$1.9M)
Filed 2026-10-21
Lake Street Private Wealth, LLC
INCREASED
Shares71,583 from 71,409
Change+174 (+0%)
Value$17.8M (+$815.3K)
Filed 2026-10-22
Sterling Investment Advisors, Ltd.
INCREASED
Shares71,383 from 71,018
Change+365 (+1%)
Value$17.8M (+$858.6K)
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares71,377 from 70,344
Change+1,033 (+1%)
Value$17.8M (+$1.0M)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares71,369 from 77,506
Change-6,137 (-8%)
Value$17.8M (-$691.2K)
Filed 2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares71,356 from 70,428
Change+928 (+1%)
Value$17.8M (+$992.5K)
Filed 2026-10-08
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares71,237 from 266,479
Change-195,242 (-73%)
Value$17.7M (-$45.8M)
Filed 2026-10-16
RPG Investment Advisory, LLC
DECREASED
Shares71,147 from 136,962
Change-65,815 (-48%)
Value$17.7M (-$14.9M)
Filed 2026-10-21
Kintegral Advisory, LLC
INCREASED
Shares71,091 from 70,690
Change+401 (+1%)
Value$17.7M (+$864.1K)
Filed 2026-10-16
Griffin Asset Management, Inc.
DECREASED
Shares70,827 from 76,851
Change-6,024 (-8%)
Value$17.6M (-$670.1K)
Filed 2026-10-22
Once Capital Management, LLC
UNCHANGED
Shares70,800 from 70,800
Change0 (0%)
Value$17.6M (+$765.3K)
Filed 2026-11-02
Ledyard National Bank
DECREASED
Shares70,711 from 74,530
Change-3,819 (-5%)
Value$17.6M (-$145.8K)
Filed 2026-10-21
Linscomb Wealth, Inc.
DECREASED
Shares70,710 from 70,715
Change-5 (0%)
Value$17.6M (+$763.2K)
Filed 2026-11-05
Heirloom Wealth Management
INCREASED
Shares70,650 from 68,990
Change+1,660 (+2%)
Value$17.6M (+$1.2M)
Filed 2026-10-14
Clearstead Trust, LLC
INCREASED
Shares70,272 from 69,665
Change+607 (+1%)
Value$17.5M (+$904.3K)
Filed 2026-11-06
Bourgeon Capital Management LLC
INCREASED
Shares70,159 from 69,565
Change+594 (+1%)
Value$17.5M (+$900.0K)
Filed 2026-10-19
LS Investment Advisors, LLC
DECREASED
Shares70,146 from 73,653
Change-3,507 (-5%)
Value$17.5M (-$77.6K)
Filed 2026-10-13
Townsend Asset Management Corp
INCREASED
Shares70,111 from 69,653
Change+458 (+1%)
Value$17.5M (+$867.0K)
Filed 2026-10-29
Condor Capital Management
INCREASED
Shares70,108 from 69,611
Change+497 (+1%)
Value$17.5M (+$876.3K)
Filed 2026-11-06
Sierra Summit Advisors LLC
DECREASED
Shares69,833 from 82,140
Change-12,307 (-15%)
Value$17.4M (-$2.2M)
Filed 2026-10-28
BG Investment Services, LLC
INCREASED
Shares69,753 from 3,952
Change+65,801 (+1665%)
Value$17.4M (+$16.4M)
Filed 2026-10-23
LaFleur & Godfrey LLC
INCREASED
Shares69,750 from 68,626
Change+1,124 (+2%)
Value$17.4M (+$1.0M)
Filed 2026-10-27
Tompkins Financial Corp
DECREASED
Shares69,641 from 72,363
Change-2,722 (-4%)
Value$17.4M (+$104.1K)
Filed 2026-10-05
Portfolio Design Labs, LLC
INCREASED
Shares69,413 from 68,798
Change+615 (+1%)
Value$17.3M (+$896.9K)
Filed 2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED
Shares69,232 from 67,958
Change+1,274 (+2%)
Value$17.2M (+$1.1M)
Filed 2026-10-14
Financial Partners Group, Inc
INCREASED
Shares69,179 from 69,069
Change+110 (+0%)
Value$17.2M (+$774.2K)
Filed 2026-10-19
Carret Asset Management, LLC
DECREASED
Shares69,169 from 69,953
Change-784 (-1%)
Value$17.2M (+$560.9K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares69,168 from 64,505
Change+4,663 (+7%)
Value$17.2M (+$1.9M)
Filed 2026-11-04
Cypress Asset Management Inc
DECREASED
Shares69,117 from 69,548
Change-431 (-1%)
Value$17.2M (+$644.4K)
Filed 2026-10-09
LVM Capital Management LTD
INCREASED
Shares69,091 from 67,491
Change+1,600 (+2%)
Value$17.2M (+$1.1M)
Filed 2026-10-20
Bellecapital International Ltd.
INCREASED
Shares68,804 from 64,135
Change+4,669 (+7%)
Value$17.1M (+$1.9M)
Filed 2026-10-21
Family Capital Management, Inc.
DECREASED
Shares68,787 from 70,225
Change-1,438 (-2%)
Value$17.1M (+$400.9K)
Filed 2026-11-03
Accurate Wealth Management, LLC
INCREASED
Shares68,541 from 64,157
Change+4,384 (+7%)
Value$17.7M (+$2.0M)
Filed 2026-10-20
Nvwm, LLC
INCREASED
Shares68,433 from 68,125
Change+308 (+0%)
Value$17.1M (+$813.2K)
Filed 2026-10-14
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares68,276 from 68,189
Change+87 (+0%)
Value$17.0M (+$758.8K)
Filed 2026-10-09
Mezzasalma Advisors, LLC
INCREASED
Shares68,249 from 67,452
Change+797 (+1%)
Value$17.0M (+$927.7K)
Filed 2026-10-14
Platform Technology Partners
INCREASED
Shares67,763 from 67,547
Change+216 (+0%)
Value$16.9M (+$784.0K)
Filed 2026-11-02
SevenBridge Financial Group, LLC
DECREASED
Shares67,714 from 68,294
Change-580 (-1%)
Value$17.8M (-$961.7K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
DECREASED
Shares67,652 from 71,856
Change-4,204 (-6%)
Value$16.9M (-$270.6K)
Filed 2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares67,635 from 66,966
Change+669 (+1%)
Value$16.9M (+$891.0K)
Filed 2026-11-05
Nikulski Financial, Inc.
INCREASED
Shares67,175 from 66,795
Change+380 (+1%)
Value$16.7M (+$816.7K)
Filed 2026-11-06
Smithbridge Asset Management Inc
INCREASED
Shares67,109 from 64,228
Change+2,881 (+4%)
Value$16.7M (+$1.4M)
Filed 2026-10-19
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares67,058 from 68,695
Change-1,637 (-2%)
Value$16.7M (+$334.7K)
Filed 2026-10-06
Summit Wealth Group LLC / Co
INCREASED
Shares66,811 from 37,083
Change+29,728 (+80%)
Value$16.6M (+$7.8M)
Filed 2026-10-29
Avalon Capital Management
INCREASED
Shares66,795 from 64,566
Change+2,229 (+3%)
Value$16.6M (+$1.3M)
Filed 2026-11-04
First Interstate Bank
DECREASED
Shares66,744 from 68,632
Change-1,888 (-3%)
Value$16.6M (+$271.5K)
Filed 2026-10-23
Plimoth Trust Co LLC
INCREASED
Shares66,633 from 66,146
Change+487 (+1%)
Value$16.6M (+$836.4K)
Filed 2026-10-26
West Wealth Group, LLC
INCREASED
Shares66,254 from 14,559
Change+51,695 (+355%)
Value$3.7M (+$210.3K)
Filed 2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED
Shares66,217 from 64,404
Change+1,813 (+3%)
Value$16.5M (+$1.1M)
Filed 2026-11-04
Tufton Capital Management
DECREASED
Shares66,094 from 66,916
Change-822 (-1%)
Value$16.5M (+$519.0K)
Filed 2026-10-20
Community Financial Services Group, LLC
INCREASED
Shares65,859 from 65,809
Change+50 (+0%)
Value$16.3M (+$442.1K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares65,676 from 68,548
Change-2,872 (-4%)
Value$16.4M (+$25.4K)
Filed 2026-10-13
Sound Income Strategies, LLC
INCREASED
Shares65,524 from 65,290
Change+234 (+0%)
Value$16.6M (+$1.1M)
Filed 2026-10-09
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares65,287 from 60,390
Change+4,897 (+8%)
Value$16.3M (+$1.9M)
Filed 2026-10-14
Torray Investment Partners LLC
DECREASED
Shares65,214 from 68,062
Change-2,848 (-4%)
Value$16.2M (+$26.2K)
Filed 2026-10-30
Portside Wealth Group, LLC
INCREASED
Shares65,004 from 61,527
Change+3,477 (+6%)
Value$16.2M (+$1.5M)
Filed 2026-10-20
Kingsman Wealth Management, Inc.
INCREASED
Shares64,956 from 64,679
Change+277 (+0%)
Value$16.2M (+$768.2K)
Filed 2026-10-13
Sara-Bay Financial
INCREASED
Shares64,884 from 64,623
Change+261 (+0%)
Value$16.2M (+$763.6K)
Filed 2026-10-21
Wealth Advisory Solutions, LLC
DECREASED
Shares64,857 from 64,956
Change-99 (0%)
Value$16.2M (+$677.5K)
Filed 2026-10-20
Chemistry Wealth Management LLC
INCREASED
Shares64,840 from 64,459
Change+381 (+1%)
Value$16.2M (+$791.7K)
Filed 2026-10-16
North Star Investment Management Corp.
DECREASED
Shares64,601 from 64,801
Change-200 (0%)
Value$16.1M (+$650.7K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
DECREASED
Shares64,592 from 66,387
Change-1,795 (-3%)
Value$16.1M (+$270.5K)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares64,586 from 61,591
Change+2,995 (+5%)
Value$16.1M (+$1.4M)
Filed 2026-10-28
Embree Financial Group
INCREASED
Shares64,511 from 56,526
Change+7,985 (+14%)
Value$16.1M (+$2.6M)
Filed 2026-10-22
Consolidated Investment Group LLC
INCREASED
Shares64,175 from 61,175
Change+3,000 (+5%)
Value$16.0M (+$1.4M)
Filed 2026-11-04
Liberty Capital Management, Inc.
DECREASED
Shares64,116 from 65,376
Change-1,260 (-2%)
Value$16.0M (+$392.8K)
Filed 2026-11-02
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares63,875 from 64,037
Change-162 (0%)
Value$15.9M (+$651.9K)
Filed 2026-10-29
Kinsale Capital Group, Inc.
INCREASED
Shares63,868 from 53,115
Change+10,753 (+20%)
Value$15.9M (+$3.3M)
Filed 2026-11-04
Wealth Effects LLC
DECREASED
Shares63,851 from 63,876
Change-25 (0%)
Value$15.9M (+$684.3K)
Filed 2026-10-23
N10 Assets, LLC
DECREASED
Shares63,742 from 65,718
Change-1,976 (-3%)
Value$15.9M (+$218.1K)
Filed 2026-10-14
RKL Wealth Management LLC
DECREASED
Shares63,626 from 65,240
Change-1,614 (-2%)
Value$15.9M (+$303.2K)
Filed 2026-10-16
Eleva Capital SAS
INCREASED
Shares63,597 from 16,155
Change+47,442 (+294%)
Value$15.8M (+$12.5M)
Filed 2026-10-06
Zega Investments, LLC
DECREASED
Shares63,572 from 88,567
Change-24,995 (-28%)
Value$15.8M (-$5.3M)
Filed 2026-11-04
Klingman & Associates, LLC
INCREASED
Shares63,440 from 61,796
Change+1,644 (+3%)
Value$15.8M (+$1.1M)
Filed 2026-10-20
TigerOak Management, L.L.C.
INCREASED
Shares63,284 from 62,683
Change+601 (+1%)
Value$15.8M (+$827.3K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares63,252 from 63,040
Change+212 (+0%)
Value$15.8M (+$734.3K)
Filed 2026-10-22
HWG Holdings LP
DECREASED
Shares63,098 from 87,592
Change-24,494 (-28%)
Value$15.7M (-$5.2M)
Filed 2026-10-08
Altfest L J & Co Inc
INCREASED
Shares63,054 from 52,610
Change+10,444 (+20%)
Value$15.7M (+$3.2M)
Filed 2026-10-27
Retirement Planning Group, LLC
DECREASED
Shares62,995 from 64,468
Change-1,473 (-2%)
Value$15.7M (+$329.8K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares62,623 from 59,842
Change+2,781 (+5%)
Value$15.6M (-$1.4M)
Filed 2026-10-26
Bensler, LLC
DECREASED
Shares62,606 from 64,506
Change-1,900 (-3%)
Value$15.6M (+$223.9K)
Filed 2026-11-05
Kennedy Investment Group, Inc.
DECREASED
Shares62,543 from 62,771
Change-228 (0%)
Value$15.6M (+$621.7K)
Filed 2026-10-21
WP Advisors, LLC
DECREASED
Shares62,368 from 63,588
Change-1,220 (-2%)
Value$15.5M (+$383.7K)
Filed 2026-10-22
Consolidated Capital Management, LLC
DECREASED
Shares62,296 from 62,425
Change-129 (0%)
Value$15.5M (+$642.7K)
Filed 2026-10-13
San Luis Wealth Advisors LLC
INCREASED
Shares62,167 from 55,518
Change+6,649 (+12%)
Value$15.5M (+$2.3M)
Filed 2026-10-27
John G Ullman & Associates Inc
DECREASED
Shares62,138 from 63,224
Change-1,086 (-2%)
Value$15.5M (+$412.9K)
Filed 2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares62,105 from 62,785
Change-680 (-1%)
Value$15.5M (+$509.3K)
Filed 2026-11-02
Steele Capital Management, Inc.
DECREASED
Shares61,921 from 62,468
Change-547 (-1%)
Value$15.4M (+$539.0K)
Filed 2026-11-02
Peterson Wealth Services
INCREASED
Shares61,568 from 59,370
Change+2,198 (+4%)
Value$15.3M (+$1.2M)
Filed 2026-10-26
Occidental Asset Management, LLC
INCREASED
Shares61,433 from 55,103
Change+6,330 (+11%)
Value$15.3M (+$2.2M)
Filed 2026-11-05
Jcic Asset Management Inc.
DECREASED
Shares61,266 from 70,898
Change-9,632 (-14%)
Value$15.3M (+$498.5K)
Filed 2026-10-30
Ninety One North America, Inc.
UNCHANGED
Shares61,248 from 61,248
Change0 (0%)
Value$15.3M (+$662.1K)
Filed 2026-10-15
New Hampshire Trust
DECREASED
Shares61,153 from 62,345
Change-1,192 (-2%)
Value$15.2M (+$377.0K)
Filed 2026-10-20
Westside Investment Management, Inc.
INCREASED
Shares61,099 from 60,250
Change+849 (+1%)
Value$15.3M (+$915.2K)
Filed 2026-11-02
Asset Planning,Inc
DECREASED
Shares61,016 from 61,085
Change-69 (0%)
Value$15.2M (+$643.1K)
Filed 2026-10-26
QV Investors Inc.
DECREASED
Shares60,980 from 61,920
Change-940 (-2%)
Value$15.2M (+$435.0K)
Filed 2026-10-20
Personal CFO Solutions, LLC
DECREASED
Shares60,936 from 63,968
Change-3,032 (-5%)
Value$15.2M (-$64.0K)
Filed 2026-11-06
Gibbs Wealth Management
INCREASED
Shares60,912 from 42,460
Change+18,452 (+43%)
Value$15.2M (+$5.1M)
Filed 2026-10-22
HCR Wealth Advisors
INCREASED
Shares60,413 from 58,530
Change+1,883 (+3%)
Value$15.1M (+$1.1M)
Filed 2026-10-15
Pioneer Trust Bank N A
INCREASED
Shares60,259 from 59,819
Change+440 (+1%)
Value$15.0M (+$756.3K)
Filed 2026-11-06
Patten & Patten Inc
DECREASED
Shares60,098 from 60,485
Change-387 (-1%)
Value$15.0M (+$557.4K)
Filed 2026-10-26
Ldic Inc.
INCREASED
Shares60,069 from 54,510
Change+5,559 (+10%)
Value$15.0M (+$2.0M)
Filed 2026-10-14
Grove Bank & Trust
DECREASED
Shares60,036 from 61,018
Change-982 (-2%)
Value$15.0M (+$414.9K)
Filed 2026-10-08
Scott & Selber, Inc.
DECREASED
Shares60,009 from 60,132
Change-123 (0%)
Value$15.0M (+$619.4K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
DECREASED
Shares60,008 from 60,545
Change-537 (-1%)
Value$15.7M (+$1.3M)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares59,970 from 61,721
Change-1,751 (-3%)
Value$14.9M (+$230.9K)
Filed 2026-10-22
HS Management Partners, LLC
DECREASED
Shares59,899 from 68,740
Change-8,841 (-13%)
Value$14.9M (-$1.5M)
Filed 2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares59,809 from 59,791
Change+18 (+0%)
Value$14.9M (+$650.9K)
Filed 2026-10-14
Sendero Wealth Management, LLC
DECREASED
Shares59,744 from 65,540
Change-5,796 (-9%)
Value$14.9M (-$735.6K)
Filed 2026-10-14
180 GPS Investments IC Ltd
INCREASED
Shares59,464 from 45,214
Change+14,250 (+32%)
Value$14.8M (+$4.0M)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares59,428 from 59,408
Change+20 (+0%)
Value$14.8M (+$647.2K)
Filed 2026-10-07
Strong Tower Advisory Services
DECREASED
Shares59,410 from 60,390
Change-980 (-2%)
Value$14.8M (+$408.6K)
Filed 2026-10-13
Walter Public Investments Inc.
INCREASED
Shares59,343 from 56,734
Change+2,609 (+5%)
Value$14.8M (+$1.3M)
Filed 2026-11-05
Curated Wealth Partners LLC
INCREASED
Shares59,218 from 29,734
Change+29,484 (+99%)
Value$14.8M (+$7.7M)
Filed 2026-10-15
Bright Rock Capital Management, LLC
INCREASED
Shares59,000 from 19,000
Change+40,000 (+211%)
Value$14.7M (+$10.2M)
Filed 2026-10-05
DSG Capital Advisors, LLC
INCREASED
Shares58,973 from 58,012
Change+961 (+2%)
Value$14.7M (+$335.7K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares58,833 from 59,626
Change-793 (-1%)
Value$14.7M (+$447.0K)
Filed 2026-11-02
Schear Investment Advisers, LLC
INCREASED
Shares58,804 from 28,403
Change+30,401 (+107%)
Value$14.7M (+$7.9M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares58,804 from 56,177
Change+2,627 (+5%)
Value$14.7M (+$1.3M)
Filed 2026-10-14
Madden Securities Corp
DECREASED
Shares58,654 from 58,744
Change-90 (0%)
Value$14.6M (+$612.6K)
Filed 2026-10-27
Focused Wealth Management, Inc
INCREASED
Shares58,368 from 53,869
Change+4,499 (+8%)
Value$14.5M (+$1.7M)
Filed 2026-10-30
Sky Investment Group LLC
INCREASED
Shares58,053 from 43,125
Change+14,928 (+35%)
Value$14.5M (+$4.2M)
Filed 2026-10-30
Eagle Rock Investment Company, LLC
INCREASED
Shares57,769 from 55,060
Change+2,709 (+5%)
Value$14.4M (+$1.3M)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares57,673 from 58,864
Change-1,191 (-2%)
Value$14.7M (+$623.9K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares57,596 from 61,071
Change-3,475 (-6%)
Value$14.4M (-$205.6K)
Filed 2026-10-16
AGP Franklin, LLC
DECREASED
Shares57,371 from 57,717
Change-346 (-1%)
Value$14.3M (+$537.7K)
Filed 2026-11-04
WealthBridge Investment Counsel Inc.
DECREASED
Shares57,156 from 58,046
Change-890 (-2%)
Value$14.2M (+$405.0K)
Filed 2026-10-13
Summit Global Investments
INCREASED
Shares56,891 from 28,973
Change+27,918 (+96%)
Value$14.2M (+$7.3M)
Filed 2026-10-28
Forum Financial Management, LP
INCREASED
Shares56,694 from 54,657
Change+2,037 (+4%)
Value$14.1M (+$1.1M)
Filed 2026-10-16
Mirabaud & Cie SA
DECREASED
Shares56,623 from 58,707
Change-2,084 (-4%)
Value$14.1M (+$115.4K)
Filed 2026-10-27
Facet Wealth, Inc.
INCREASED
Shares56,616 from 44,863
Change+11,753 (+26%)
Value$14.1M (+$3.4M)
Filed 2026-11-04
Marathon Capital Management
DECREASED
Shares56,525 from 56,653
Change-128 (0%)
Value$14.1M (+$580.5K)
Filed 2026-10-23
TLW Wealth Management, LLC
INCREASED
Shares56,357 from 55,622
Change+735 (+1%)
Value$14.0M (+$784.4K)
Filed 2026-10-27
Mechanics Bank Trust Department
INCREASED
Shares56,331 from 56,073
Change+258 (+0%)
Value$14.0M (+$670.4K)
Filed 2026-10-13
Wright Investors Service Inc
INCREASED
Shares56,255 from 52,495
Change+3,760 (+7%)
Value$14.0M (+$1.5M)
Filed 2026-11-02
Wespac Advisors SoCal, LLC
DECREASED
Shares56,109 from 56,824
Change-715 (-1%)
Value$14.0M (+$436.1K)
Filed 2026-10-13
RDA Financial Network
INCREASED
Shares55,930 from 55,672
Change+258 (+0%)
Value$13.9M (+$666.1K)
Filed 2026-10-15
Legacy Advisors, LLC
DECREASED
Shares55,665 from 73,840
Change-18,175 (-25%)
Value$13.9M (-$3.7M)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
DECREASED
Shares55,600 from 55,895
Change-295 (-1%)
Value$13.9M (+$530.7K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
DECREASED
Shares55,544 from 55,944
Change-400 (-1%)
Value$13.8M (+$505.1K)
Filed 2026-10-07
Diversified Enterprises, LLC
INCREASED
Shares55,245 from 48,913
Change+6,332 (+13%)
Value$13.8M (+$2.1M)
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
INCREASED
Shares55,222 from 54,593
Change+629 (+1%)
Value$13.8M (+$746.9K)
Filed 2026-10-15
Summit Securities Group LLC
DECREASED
Shares55,219 from 200,000
Change-144,781 (-72%)
Value$13.8M (-$33.9M)
Filed 2026-11-05
Rockport Wealth LLC
DECREASED
Shares55,123 from 68,421
Change-13,298 (-19%)
Value$13.7M (-$2.6M)
Filed 2026-11-03
Kazazian Asset Management, LLC
INCREASED
Shares55,098 from 54,070
Change+1,028 (+2%)
Value$13.7M (+$840.6K)
Filed 2026-11-02
Pacific Sage Partners, LLC
DECREASED
Shares55,040 from 62,922
Change-7,882 (-13%)
Value$13.7M (-$1.3M)
Filed 2026-10-21
DCF Advisers, LLC
DECREASED
Shares55,000 from 59,250
Change-4,250 (-7%)
Value$13.7M (-$418.4K)
Filed 2026-11-04
Congress Park Capital LLC
INCREASED
Shares54,977 from 54,687
Change+290 (+1%)
Value$13.7M (+$663.4K)
Filed 2026-10-13
FCG Investment Co
INCREASED
Shares54,971 from 49,329
Change+5,642 (+11%)
Value$13.7M (+$1.9M)
Filed 2026-10-13
Duncker Streett & Co Inc
INCREASED
Shares54,903 from 54,589
Change+314 (+1%)
Value$13.7M (+$668.3K)
Filed 2026-10-27
Cane Capital Partners, LLC
INCREASED
Shares54,785 from 51,746
Change+3,039 (+6%)
Value$13.6M (+$1.3M)
Filed 2026-10-23
BIP Wealth, LLC
INCREASED
Shares54,662 from 53,933
Change+729 (+1%)
Value$13.6M (+$764.7K)
Filed 2026-10-22
Kurv Investment Management LLC
INCREASED
Shares54,634 from 50,150
Change+4,484 (+9%)
Value$13.6M (+$1.7M)
Filed 2026-10-28
Verde Servicos Internacionais S.A.
DECREASED
Shares54,414 from 60,879
Change-6,465 (-11%)
Value$13.6M (-$953.0K)
Filed 2026-10-26
Compass Capital Management, Inc
INCREASED
Shares54,323 from 54,304
Change+19 (+0%)
Value$13.5M (+$591.8K)
Filed 2026-11-06
Chronos Wealth Management, LLC
DECREASED
Shares54,268 from 54,412
Change-144 (0%)
Value$13.5M (+$552.3K)
Filed 2026-10-20
Elyxium Wealth, LLC
INCREASED
Shares54,041 from 53,075
Change+966 (+2%)
Value$13.5M (+$814.4K)
Filed 2026-10-27
Deuterium Capital Management, LLC
UNCHANGED
Shares54,000 from 54,000
Change0 (0%)
Value$13.5M (+$583.7K)
Filed 2026-11-04
Oak Harvest Investment Services
INCREASED
Shares53,973 from 38,834
Change+15,139 (+39%)
Value$13.4M (+$4.2M)
Filed 2026-10-20
Capital City Trust Co
DECREASED
Shares53,929 from 53,941
Change-12 (0%)
Value$13.4M (+$580.1K)
Filed 2026-10-22
Allen Capital Group, LLC
INCREASED
Shares53,878 from 53,035
Change+843 (+2%)
Value$13.4M (+$783.3K)
Filed 2026-10-27
Roman Butler Fullerton & Co
INCREASED
Shares53,633 from 52,155
Change+1,478 (+3%)
Value$14.1M (+$1.2M)
Filed 2026-10-27
Prudent Man Advisors, LLC
INCREASED
Shares53,593 from 42,487
Change+11,106 (+26%)
Value$13.4M (+$3.2M)
Filed 2026-11-03
Searcy Financial Services Inc
DECREASED
Shares53,584 from 54,620
Change-1,036 (-2%)
Value$13.4M (+$332.3K)
Filed 2026-10-07
Balboa Wealth Partners
INCREASED
Shares53,567 from 52,659
Change+908 (+2%)
Value$13.3M (+$795.5K)
Filed 2026-10-20
LVW Advisors, LLC
DECREASED
Shares53,558 from 55,422
Change-1,864 (-3%)
Value$13.3M (+$134.7K)
Filed 2026-10-19
Roberts Wealth Advisors, LLC
DECREASED
Shares52,976 from 53,908
Change-932 (-2%)
Value$13.2M (+$350.5K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares52,879 from 52,614
Change+265 (+1%)
Value$13.2M (+$634.8K)
Filed 2026-10-27
Richards, Merrill & Peterson, Inc.
INCREASED
Shares52,751 from 50,595
Change+2,156 (+4%)
Value$13.1M (+$1.1M)
Filed 2026-10-19
Clay Northam Wealth Management, LLC
DECREASED
Shares52,646 from 52,844
Change-198 (0%)
Value$13.1M (+$521.9K)
Filed 2026-10-13
Leeward Financial Partners, LLC
DECREASED
Shares52,626 from 54,781
Change-2,155 (-4%)
Value$13.1M (+$55.3K)
Filed 2026-10-23
Avantax Planning Partners, Inc.
DECREASED
Shares52,438 from 52,660
Change-222 (0%)
Value$13.1M (+$514.0K)
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares52,427 from 70,692
Change-18,265 (-26%)
Value$13.1M (-$3.8M)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares52,412 from 53,479
Change-1,067 (-2%)
Value$13.1M (+$312.3K)
Filed 2026-11-05
Bell Asset Management Ltd
DECREASED
Shares52,297 from 71,580
Change-19,283 (-27%)
Value$13.0M (-$4.0M)
Filed 2026-10-08
Louisbourg Investments Inc.
INCREASED
Shares52,214 from 49,875
Change+2,339 (+5%)
Value$10.4M (+$878.9K)
Filed 2026-10-20
Little House Capital LLC
DECREASED
Shares52,114 from 52,514
Change-400 (-1%)
Value$13.0M (+$468.0K)
Filed 2026-11-06
Activest Wealth Management
INCREASED
Shares52,090 from 52,086
Change+4 (+0%)
Value$13.0M (+$564.1K)
Filed 2026-10-15
XML Financial, LLC
DECREASED
Shares52,086 from 52,605
Change-519 (-1%)
Value$13.0M (+$439.4K)
Filed 2026-10-29
Capital Advisors Wealth Management, LLC
INCREASED
Shares51,968 from 51,604
Change+364 (+1%)
Value$12.9M (+$648.5K)
Filed 2026-10-09
GenTrust, LLC
INCREASED
Shares51,954 from 46,950
Change+5,004 (+11%)
Value$12.9M (+$1.8M)
Filed 2026-11-06
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares51,931 from 51,701
Change+230 (+0%)
Value$12.9M (+$616.2K)
Filed 2026-10-23
Penbrook Management LLC
UNCHANGED
Shares51,760 from 51,760
Change0 (0%)
Value$12.9M (+$559.5K)
Filed 2026-10-16
AlpenGlobal Capital LLC
DECREASED
Shares51,724 from 52,119
Change-395 (-1%)
Value$12.9M (+$465.0K)
Filed 2026-11-06
Bradyco, Inc.
DECREASED
Shares51,598 from 54,198
Change-2,600 (-5%)
Value$12.9M (-$61.9K)
Filed 2026-11-03
Snider Financial Group
INCREASED
Shares51,570 from 50,214
Change+1,356 (+3%)
Value$12.8M (+$880.7K)
Filed 2026-10-16
Heck Capital Advisors, LLC
INCREASED
Shares51,431 from 49,512
Change+1,919 (+4%)
Value$12.8M (+$1.0M)
Filed 2026-10-14
Manske Wealth Management
INCREASED
Shares51,415 from 50,870
Change+545 (+1%)
Value$12.8M (+$685.7K)
Filed 2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED
Shares51,164 from 49,130
Change+2,034 (+4%)
Value$12.7M (+$1.0M)
Filed 2026-10-19
Journey Advisory Group, LLC
INCREASED
Shares51,137 from 46,055
Change+5,082 (+11%)
Value$12.7M (+$1.8M)
Filed 2026-11-04
Central Pacific Bank - Trust Division
DECREASED
Shares50,970 from 54,007
Change-3,037 (-6%)
Value$12.7M (-$172.9K)
Filed 2026-10-06
Berbice Capital Management LLC
INCREASED
Shares50,949 from 49,930
Change+1,019 (+2%)
Value$12.7M (+$793.6K)
Filed 2026-10-13
Archford Capital Strategies, LLC
INCREASED
Shares50,920 from 48,325
Change+2,595 (+5%)
Value$12.7M (+$1.2M)
Filed 2026-10-19
Trust Point Inc.
NEW
Shares50,901
Change+50,901
Value$12.7M
Filed 2026-10-27
Winthrop Advisory Group LLC
INCREASED
Shares50,898 from 49,480
Change+1,418 (+3%)
Value$12.7M (+$888.4K)
Filed 2026-10-22
Woodstock Corp
INCREASED
Shares50,879 from 50,814
Change+65 (+0%)
Value$12.7M (+$565.5K)
Filed 2026-10-13
Park State Asset Management
DECREASED
Shares50,662 from 54,372
Change-3,710 (-7%)
Value$12.6M (-$336.6K)
Filed 2026-11-02
Leelyn Smith, LLC
DECREASED
Shares50,575 from 50,646
Change-71 (0%)
Value$12.6M (+$529.8K)
Filed 2026-11-03
LFG Wealth Partners, LLC
INCREASED
Shares50,166 from 48,330
Change+1,836 (+4%)
Value$12.5M (+$979.8K)
Filed 2026-10-28
Mirae Asset Securities (USA) Inc.
DECREASED
Shares50,149 from 125,951
Change-75,802 (-60%)
Value$12.5M (-$17.5M)
Filed 2026-10-15
Zions Bancorporation, National Association
INCREASED
Shares50,037 from 46,819
Change+3,218 (+7%)
Value$12.5M (+$1.3M)
Filed 2026-11-06
GPM Growth Investors, Inc.
DECREASED
Shares49,970 from 50,427
Change-457 (-1%)
Value$12.5M (+$431.3K)
Filed 2026-10-30
First Nebraska Trust Co
INCREASED
Shares49,927 from 49,172
Change+755 (+2%)
Value$12.4M (+$719.6K)
Filed 2026-10-30
Mengis Capital Management, Inc.
INCREASED
Shares49,721 from 47,943
Change+1,778 (+4%)
Value$12.4M (+$961.3K)
Filed 2026-10-13
Bfsg, LLC
INCREASED
Shares49,686 from 49,361
Change+325 (+1%)
Value$12.4M (+$614.6K)
Filed 2026-10-30
Vanderbilt University
INCREASED
Shares49,626 from 36,959
Change+12,667 (+34%)
Value$12.4M (+$3.6M)
Filed 2026-11-02
Courier Capital LLC
DECREASED
Shares49,595 from 50,859
Change-1,264 (-2%)
Value$12.4M (+$234.9K)
Filed 2026-10-19
Community Bank, N.A.
INCREASED
Shares49,575 from 48,130
Change+1,445 (+3%)
Value$12.4M (+$880.3K)
Filed 2026-11-06
Ascent Wealth Partners, LLC
INCREASED
Shares49,525 from 48,656
Change+869 (+2%)
Value$12.3M (+$742.5K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares49,456 from 68,288
Change-18,832 (-28%)
Value$12.3M (-$4.0M)
Filed 2026-10-28
Arjuna Capital
DECREASED
Shares49,422 from 49,441
Change-19 (0%)
Value$12.3M (+$529.7K)
Filed 2026-11-03
WealthBridge Capital Management, LLC
DECREASED
Shares49,362 from 49,716
Change-354 (-1%)
Value$12.3M (+$449.3K)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares49,213 from 26,565
Change+22,648 (+85%)
Value$12.8M (+$6.5M)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares49,186 from 50,632
Change-1,446 (-3%)
Value$12.3M (+$187.1K)
Filed 2026-10-09
Bison Wealth, LLC
INCREASED
Shares49,039 from 44,127
Change+4,912 (+11%)
Value$12.7M (+$2.0M)
Filed 2026-10-13
Regent Peak Wealth Advisors LLC
DECREASED
Shares48,735 from 49,094
Change-359 (-1%)
Value$12.1M (+$440.9K)
Filed 2026-10-13
Miramontes Capital, LLC
DECREASED
Shares48,621 from 48,739
Change-118 (0%)
Value$12.1M (+$497.6K)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares48,607 from 50,481
Change-1,874 (-4%)
Value$12.1M (+$78.8K)
Filed 2026-10-23
Weaver Capital Management LLC
INCREASED
Shares48,556 from 40,119
Change+8,437 (+21%)
Value$12.1M (+$3.7M)
Filed 2026-10-15
Purus Wealth Management, LLC
DECREASED
Shares48,375 from 49,353
Change-978 (-2%)
Value$12.1M (+$289.8K)
Filed 2026-10-15
Advisors Management Group Inc
INCREASED
Shares48,320 from 43,766
Change+4,554 (+10%)
Value$12.0M (+$1.6M)
Filed 2026-11-05
Kestra Investment Management, LLC
DECREASED
Shares48,028 from 50,362
Change-2,334 (-5%)
Value$12.0M (-$37.2K)
Filed 2026-11-04
SS&H Financial Advisors, Inc.
INCREASED
Shares48,015 from 47,805
Change+210 (+0%)
Value$12.0M (+$569.0K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares48,013 from 47,042
Change+971 (+2%)
Value$12.0M (+$750.4K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares47,939 from 47,831
Change+108 (+0%)
Value$11.9M (+$544.0K)
Filed 2026-11-03
Columbia Bank
INCREASED
Shares47,937 from 45,748
Change+2,189 (+5%)
Value$11.9M (+$1.0M)
Filed 2026-10-29
Royal Fund Management, LLC
INCREASED
Shares47,873 from 32,556
Change+15,317 (+47%)
Value$11.9M (+$4.2M)
Filed 2026-10-22
EagleClaw Capital Managment, LLC
DECREASED
Shares47,686 from 48,936
Change-1,250 (-3%)
Value$11.9M (+$217.6K)
Filed 2026-11-06
Root Financial Partners, LLC
INCREASED
Shares47,577 from 41,967
Change+5,610 (+13%)
Value$11.9M (+$1.9M)
Filed 2026-10-21
Westchester Capital Management, Inc.
INCREASED
Shares47,525 from 42,813
Change+4,712 (+11%)
Value$11.8M (+$1.6M)
Filed 2026-10-23
Waldron Private Wealth LLC
INCREASED
Shares47,485 from 43,149
Change+4,336 (+10%)
Value$11.8M (+$1.5M)
Filed 2026-11-02
Prosperitas Financial LLC
INCREASED
Shares47,432 from 44,696
Change+2,736 (+6%)
Value$11.8M (+$1.2M)
Filed 2026-10-28
Nightview Capital, LLC
UNCHANGED
Shares47,315 from 47,315
Change0 (0%)
Value$11.8M (+$511.5K)
Filed 2026-10-20
TBH Global Asset Management, LLC
INCREASED
Shares47,277 from 46,505
Change+772 (+2%)
Value$11.8M (+$694.9K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares47,226 from 46,661
Change+565 (+1%)
Value$11.8M (+$645.0K)
Filed 2026-10-08
Acumen Wealth Advisors, LLC
INCREASED
Shares47,194 from 45,634
Change+1,560 (+3%)
Value$11.8M (+$882.0K)
Filed 2026-11-05
Ipswich Investment Management Co., Inc.
DECREASED
Shares47,111 from 47,349
Change-238 (0%)
Value$11.7M (+$452.5K)
Filed 2026-10-13
Wormser Freres Gestion
DECREASED
Shares47,108 from 53,526
Change-6,418 (-12%)
Value$11.7M (-$1.3M)
Filed 2026-10-21
Davidson Kahn Capital Management, LLC
DECREASED
Shares47,108 from 48,358
Change-1,250 (-3%)
Value$11.7M (+$211.3K)
Filed 2026-10-26
Harmony Asset Management LLC
DECREASED
Shares47,071 from 54,717
Change-7,646 (-14%)
Value$11.7M (-$1.3M)
Filed 2026-10-20
Ayalon Insurance Comp Ltd.
INCREASED
Shares47,017 from 40,717
Change+6,300 (+15%)
Value$11.7M (+$2.0M)
Filed 2026-10-08
Arsenal Capital Advisors LLC
DECREASED
Shares46,970 from 47,021
Change-51 (0%)
Value$11.7M (+$495.6K)
Filed 2026-11-02
Pacifica Partners Inc.
INCREASED
Shares46,911 from 45,934
Change+977 (+2%)
Value$11.6M (+$512.3K)
Filed 2026-10-09
McKinley Carter Wealth Services, Inc.
DECREASED
Shares46,829 from 47,105
Change-276 (-1%)
Value$11.7M (+$440.4K)
Filed 2026-10-16
Grant Private Wealth Management Inc
DECREASED
Shares46,784 from 55,872
Change-9,088 (-16%)
Value$11.7M (-$1.7M)
Filed 2026-10-19
Victrix Investment Advisors
INCREASED
Shares46,527 from 45,054
Change+1,473 (+3%)
Value$11.6M (+$853.9K)
Filed 2026-10-13
Wendell David Associates Inc
INCREASED
Shares46,519 from 44,584
Change+1,935 (+4%)
Value$11.6M (+$964.0K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
INCREASED
Shares46,512 from 46,233
Change+279 (+1%)
Value$11.6M (+$569.3K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares46,392 from 44,413
Change+1,979 (+4%)
Value$11.6M (-$54.0K)
Filed 2026-10-30
Chemung Canal Trust Co
DECREASED
Shares46,290 from 46,781
Change-491 (-1%)
Value$11.5M (+$383.4K)
Filed 2026-11-04
United Bank
INCREASED
Shares46,095 from 44,179
Change+1,916 (+4%)
Value$11.5M (+$954.9K)
Filed 2026-11-06
Rockline Wealth Management, LLC
INCREASED
Shares46,053 from 45,895
Change+158 (+0%)
Value$11.5M (+$535.5K)
Filed 2026-10-26
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares45,900 from 45,900
Change0 (0%)
Value$11.4M (+$496.2K)
Filed 2026-10-30
Alpha Family Trust
UNCHANGED
Shares45,875 from 45,875
Change0 (0%)
Value$10.9M ($0)
Filed 2026-11-04
Banque de Luxembourg S.A.
DECREASED
Shares45,851 from 47,542
Change-1,691 (-4%)
Value$11.4M (+$92.6K)
Filed 2026-10-14
High Note Wealth, LLC
DECREASED
Shares45,836 from 46,032
Change-196 (0%)
Value$11.4M (+$448.8K)
Filed 2026-10-27
Chapman Investment Management, LLC
NEW
Shares45,795
Change+45,795
Value$11.4M
Filed 2026-11-03
Agur Provident & Training Funds Management LTD
DECREASED
Shares45,750 from 60,750
Change-15,000 (-25%)
Value$114.0K (-$22.3K)
Filed 2026-11-02
JB Capital LLC
INCREASED
Shares45,647 from 34,767
Change+10,880 (+31%)
Value$11.4M (+$3.1M)
Filed 2026-10-19
Indiana Trust & Investment Management Co
INCREASED
Shares45,605 from 45,540
Change+65 (+0%)
Value$11.4M (+$508.5K)
Filed 2026-10-22
Ignite Planners, LLC
INCREASED
Shares45,523 from 45,449
Change+74 (+0%)
Value$11.4M (+$543.9K)
Filed 2026-10-14
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares45,500 from 45,500
Change0 (0%)
Value$11.3M (+$491.9K)
Filed 2026-11-06
Weybosset Research & Management LLC
INCREASED
Shares45,479 from 45,202
Change+277 (+1%)
Value$11.3M (+$557.6K)
Filed 2026-10-19
Arista Wealth Management, LLC
INCREASED
Shares45,467 from 44,483
Change+984 (+2%)
Value$11.3M (+$726.0K)
Filed 2026-10-29
Wealth Advisors Northwest LLC
INCREASED
Shares45,381 from 44,887
Change+494 (+1%)
Value$11.3M (+$608.3K)
Filed 2026-10-29
Crystal Rock Capital Management
DECREASED
Shares45,380 from 48,430
Change-3,050 (-6%)
Value$11.3M (-$236.4K)
Filed 2026-10-28
Plancorp, LLC
INCREASED
Shares45,350 from 42,708
Change+2,642 (+6%)
Value$10.9M (+$337.9K)
Filed 2026-11-03
Stablepoint Partners, LLC
INCREASED
Shares45,254 from 43,401
Change+1,853 (+4%)
Value$11.3M (+$930.8K)
Filed 2026-11-03
Iowa State Bank
DECREASED
Shares45,250 from 47,026
Change-1,776 (-4%)
Value$11.3M (+$65.9K)
Filed 2026-10-06
Guardian Asset Advisors, LLC
INCREASED
Shares45,228 from 44,992
Change+236 (+1%)
Value$11.3M (+$545.5K)
Filed 2026-10-16
Fiduciary Family Office, LLC
INCREASED
Shares45,176 from 41,977
Change+3,199 (+8%)
Value$11.3M (+$1.3M)
Filed 2026-11-04
FFG Partners, LLC
DECREASED
Shares44,927 from 46,483
Change-1,556 (-3%)
Value$11.2M (+$114.8K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares44,900 from 44,705
Change+195 (+0%)
Value$11.2M (+$531.8K)
Filed 2026-11-06
TB Alternative Assets Ltd.
NEW
Shares44,700
Change+44,700
Value$11.1M
Filed 2026-10-16
KPP Advisory Services LLC
DECREASED
Shares44,487 from 49,463
Change-4,976 (-10%)
Value$11.1M (-$705.1K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED
Shares44,483 from 51,279
Change-6,796 (-13%)
Value$11.1M (-$1.1M)
Filed 2026-10-28
Realta Investment Advisors
DECREASED
Shares44,392 from 45,492
Change-1,100 (-2%)
Value$11.1M (+$217.7K)
Filed 2026-10-14
Lodestar Private Asset Management LLC
DECREASED
Shares44,308 from 45,425
Change-1,117 (-2%)
Value$11.0M (+$212.7K)
Filed 2026-10-26
PFC Capital Group, Inc.
DECREASED
Shares44,218 from 44,236
Change-18 (0%)
Value$11.0M (+$473.9K)
Filed 2026-11-06
Bennett Selby Investments LP
INCREASED
Shares44,209 from 38,070
Change+6,139 (+16%)
Value$11.0M (+$1.9M)
Filed 2026-10-19
Advanced Asset Management Advisors Inc
UNCHANGED
Shares44,140 from 44,140
Change0 (0%)
Value$11.0M (+$477.2K)
Filed 2026-10-20
HBW Advisory Services LLC
DECREASED
Shares44,108 from 52,234
Change-8,126 (-16%)
Value$11.0M (-$1.5M)
Filed 2026-10-15
Knuff & Co LLC
INCREASED
Shares44,067 from 43,960
Change+107 (+0%)
Value$11.0M (+$501.9K)
Filed 2026-11-06
Harrell Investment Partners, LLC
DECREASED
Shares44,027 from 44,103
Change-76 (0%)
Value$11.0M (+$457.8K)
Filed 2026-10-15
Crocodile Capital Partners GmbH
UNCHANGED
Shares44,000 from 44,000
Change0 (0%)
Value$11.0M (+$475.6K)
Filed 2026-10-09
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares43,914 from 43,946
Change-32 (0%)
Value$10.9M (+$467.2K)
Filed 2026-11-04
Goelzer Investment Management, Inc.
DECREASED
Shares43,864 from 44,452
Change-588 (-1%)
Value$10.9M (+$334.1K)
Filed 2026-10-16
Kelleher Financial Advisors
DECREASED
Shares43,848 from 60,179
Change-16,331 (-27%)
Value$10.9M (-$3.4M)
Filed 2026-10-30
Defender Capital, Llc.
INCREASED
Shares43,832 from 28,672
Change+15,160 (+53%)
Value$10.9M (+$4.1M)
Filed 2026-10-01
Aries Wealth Management
INCREASED
Shares43,785 from 43,427
Change+358 (+1%)
Value$10.9M (+$558.6K)
Filed 2026-10-23
Marathon Wealth Advisors LLC
INCREASED
Shares43,776 from 43,760
Change+16 (+0%)
Value$10.9M (+$477.0K)
Filed 2026-11-04
Gouws Capital LLC
INCREASED
Shares43,676 from 43,546
Change+130 (+0%)
Value$10.9M (+$503.1K)
Filed 2026-10-09
Culbertson A N & Co Inc
INCREASED
Shares43,663 from 41,825
Change+1,838 (+4%)
Value$10.9M (+$910.1K)
Filed 2026-10-21
Brick & Kyle, Associates
INCREASED
Shares43,587 from 43,241
Change+346 (+1%)
Value$10.9M (+$1.9M)
Filed 2026-11-05
Conning Inc.
DECREASED
Shares43,534 from 43,990
Change-456 (-1%)
Value$10.8M (+$361.9K)
Filed 2026-10-27
Finer Wealth Management, Inc.
DECREASED
Shares43,487 from 43,752
Change-265 (-1%)
Value$10.8M (+$407.0K)
Filed 2026-10-16
RAM Investment Partners, LLC
DECREASED
Shares43,380 from 44,985
Change-1,605 (-4%)
Value$10.8M (+$86.4K)
Filed 2026-10-21
Legal Advantage Investments, Inc.
INCREASED
Shares43,375 from 37,375
Change+6,000 (+16%)
Value$10.8M (+$1.9M)
Filed 2026-10-13
Jacobi Capital Management LLC
DECREASED
Shares43,304 from 43,557
Change-253 (-1%)
Value$10.8M (+$407.8K)
Filed 2026-11-05
Pictet Bank & Trust Ltd
DECREASED
Shares43,242 from 47,130
Change-3,888 (-8%)
Value$10.8M (-$459.2K)
Filed 2026-10-21
Contravisory Investment Management, Inc.
INCREASED
Shares43,208 from 41,083
Change+2,125 (+5%)
Value$10.8M (+$973.6K)
Filed 2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares43,200 from 42,200
Change+1,000 (+2%)
Value$10.8M (+$705.3K)
Filed 2026-11-06
Capricorn Fund Managers Ltd
DECREASED
Shares43,132 from 44,648
Change-1,516 (-3%)
Value$10.7M (+$104.9K)
Filed 2026-11-03
Marks Group Wealth Management, Inc
DECREASED
Shares43,100 from 47,402
Change-4,302 (-9%)
Value$10.7M (-$559.4K)
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares43,070 from 44,398
Change-1,328 (-3%)
Value$10.7M (+$149.2K)
Filed 2026-11-02
Mindset Wealth Management, LLC
INCREASED
Shares43,061 from 42,830
Change+231 (+1%)
Value$10.7M (+$520.5K)
Filed 2026-10-19
RS Crum Inc.
DECREASED
Shares42,974 from 43,089
Change-115 (0%)
Value$10.7M (+$437.1K)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
INCREASED
Shares42,799 from 38,681
Change+4,118 (+11%)
Value$10.7M (+$1.4M)
Filed 2026-11-02
MCF Advisors LLC
INCREASED
Shares42,690 from 42,467
Change+223 (+1%)
Value$10.6M (+$514.6K)
Filed 2026-10-28
Lynch Asset Management, Inc.
UNCHANGED
Shares42,650 from 42,650
Change0 (0%)
Value$10.6M (+$461.0K)
Filed 2026-10-28
Seamount Financial Group Inc
DECREASED
Shares42,523 from 44,893
Change-2,370 (-5%)
Value$10.6M (-$105.2K)
Filed 2026-10-21
ACT Capital Partners, L.P.
NEW
Shares42,500
Change+42,500
Value$10.6M
Filed 2026-11-06
Gilliland Jeter Wealth Management LLC
DECREASED
Shares42,460 from 43,189
Change-729 (-2%)
Value$10.6M (+$285.2K)
Filed 2026-10-28
Summit Asset Management, LLC
INCREASED
Shares42,457 from 42,223
Change+234 (+1%)
Value$10.6M (+$514.7K)
Filed 2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares42,319 from 48,233
Change-5,914 (-12%)
Value$10.5M (-$952.1K)
Filed 2026-10-21
True Private Wealth Advisors
DECREASED
Shares42,295 from 42,547
Change-252 (-1%)
Value$10.5M (+$397.1K)
Filed 2026-10-19
Harbour Capital Advisors, LLC
INCREASED
Shares42,226 from 42,134
Change+92 (+0%)
Value$10.5M (+$183.5K)
Filed 2026-10-13
Griffith & Werner, Inc.
INCREASED
Shares41,911 from 40,433
Change+1,478 (+4%)
Value$10.4M (+$805.1K)
Filed 2026-11-04
Summerhill Capital Management lnc.
INCREASED
Shares41,897 from 35,577
Change+6,320 (+18%)
Value$10.4M (+$2.0M)
Filed 2026-11-02
Malaga Cove Capital, LLC
DECREASED
Shares41,762 from 44,940
Change-3,178 (-7%)
Value$10.4M (-$306.0K)
Filed 2026-10-23
Fire Capital Management LLC
INCREASED
Shares41,742 from 25,221
Change+16,521 (+66%)
Value$10.4M (+$4.4M)
Filed 2026-10-27
Plan A Wealth LLC
INCREASED
Shares41,731 from 2,340
Change+39,391 (+1683%)
Value$10.4M (+$9.8M)
Filed 2026-10-08
Hardy Reed LLC
INCREASED
Shares41,723 from 39,862
Change+1,861 (+5%)
Value$10.4M (+$894.6K)
Filed 2026-11-06
Onyx Bridge Wealth Group LLC
INCREASED
Shares41,590 from 29,047
Change+12,543 (+43%)
Value$10.4M (+$3.4M)
Filed 2026-10-16
Inspire Trust Co, N.A.
DECREASED
Shares41,579 from 44,816
Change-3,237 (-7%)
Value$10.4M (-$322.0K)
Filed 2026-11-05
Formidable Asset Management, LLC
INCREASED
Shares41,571 from 41,210
Change+361 (+1%)
Value$9.9M (+$1.3M)
Filed 2026-11-03
Bernardo Wealth Planning LLC
INCREASED
Shares41,536 from 19,895
Change+21,641 (+109%)
Value$10.3M (+$5.6M)
Filed 2026-10-23
Compton Wealth Advisory Group, LLC
INCREASED
Shares41,536 from 38,639
Change+2,897 (+8%)
Value$10.3M (+$971.4K)
Filed 2026-10-13
J.Safra Asset Management Corp
DECREASED
Shares41,457 from 41,649
Change-192 (0%)
Value$10.3M (+$402.4K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares41,436 from 41,012
Change+424 (+1%)
Value$9.0M (+$703.8K)
Filed 2026-11-04
GFG Capital, LLC
INCREASED
Shares41,419 from 40,993
Change+426 (+1%)
Value$10.3M (+$549.3K)
Filed 2026-10-16
Legacy CG, LLC
DECREASED
Shares41,371 from 41,972
Change-601 (-1%)
Value$10.3M (+$304.0K)
Filed 2026-10-30
Kavar Capital Partners Group, LLC
INCREASED
Shares41,358 from 39,319
Change+2,039 (+5%)
Value$10.3M (+$933.1K)
Filed 2026-11-06
Argentarii, LLC
INCREASED
Shares41,312 from 40,916
Change+396 (+1%)
Value$10.3M (-$847.3K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares41,297 from 36,930
Change+4,367 (+12%)
Value$10.3M (+$1.5M)
Filed 2026-10-20
Mcrae Capital Management Inc
INCREASED
Shares41,285 from 40,977
Change+308 (+1%)
Value$10.3M (+$519.7K)
Filed 2026-10-15
McAdam, LLC
INCREASED
Shares41,259 from 41,222
Change+37 (+0%)
Value$10.3M (+$454.7K)
Filed 2026-10-21
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares41,114 from 41,129
Change-15 (0%)
Value$10.2M (+$440.9K)
Filed 2026-10-05
Fairfield Financial Advisors, LTD
DECREASED
Shares41,088 from 42,999
Change-1,911 (-4%)
Value$10.2M (-$11.3K)
Filed 2026-10-14
Glass Wealth Management Co LLC
INCREASED
Shares41,079 from 38,934
Change+2,145 (+6%)
Value$10.2M (+$955.3K)
Filed 2026-10-28
Bouvel Investment Partners, LLC
DECREASED
Shares41,074 from 41,727
Change-653 (-2%)
Value$10.2M (+$288.4K)
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares41,065 from 40,224
Change+841 (+2%)
Value$10.2M (+$644.4K)
Filed 2026-10-15
Blodgett Wealth Advisors, LLC
INCREASED
Shares41,002 from 40,952
Change+50 (+0%)
Value$10.2M (+$455.1K)
Filed 2026-10-23
Buckhead Capital Management LLC
INCREASED
Shares40,699 from 39,633
Change+1,066 (+3%)
Value$10.1M (+$694.0K)
Filed 2026-11-03
Zullo Investment Group, Inc.
DECREASED
Shares40,648 from 41,044
Change-396 (-1%)
Value$10.1M (+$345.0K)
Filed 2026-10-20
Capital Investment Counsel, LLC
DECREASED
Shares40,643 from 40,661
Change-18 (0%)
Value$10.1M (+$435.1K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares40,618 from 42,468
Change-1,850 (-4%)
Value$10.1M (-$1.7K)
Filed 2026-10-21
Childress Capital Advisors, LLC
INCREASED
Shares40,384 from 38,772
Change+1,612 (+4%)
Value$10.1M (+$820.8K)
Filed 2026-10-28
Investment Research & Advisory Group, Inc.
DECREASED
Shares40,380 from 41,261
Change-881 (-2%)
Value$10.1M (+$264.7K)
Filed 2026-10-19
VCI Wealth Management LLC
DECREASED
Shares40,378 from 41,935
Change-1,557 (-4%)
Value$10.1M (+$65.4K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares40,375 from 39,238
Change+1,137 (+3%)
Value$10.1M (+$707.3K)
Filed 2026-10-02
Eastover Investment Advisors LLC
INCREASED
Shares40,362 from 40,262
Change+100 (+0%)
Value$10.1M (+$460.1K)
Filed 2026-10-05
Stiles Financial Services Inc
INCREASED
Shares40,223 from 40,185
Change+38 (+0%)
Value$10.0M (+$443.9K)
Filed 2026-10-30
Altman Advisors, Inc.
INCREASED
Shares40,136 from 39,801
Change+335 (+1%)
Value$10.0M (+$513.7K)
Filed 2026-11-05
Peterson Wealth Management
INCREASED
Shares40,030 from 37,572
Change+2,458 (+7%)
Value$10.0M (+$1.0M)
Filed 2026-11-06
Vicus Capital
DECREASED
Shares39,979 from 41,155
Change-1,176 (-3%)
Value$10.0M (+$151.9K)
Filed 2026-11-05
Legacy Trust
INCREASED
Shares39,949 from 38,019
Change+1,930 (+5%)
Value$9.6M (+$540.3K)
Filed 2026-11-06
Clark Asset Management, LLC
INCREASED
Shares39,929 from 39,083
Change+846 (+2%)
Value$9.9M (+$633.3K)
Filed 2026-10-19
Global Assets Advisory, LLC
INCREASED
Shares39,883 from 37,742
Change+2,141 (+6%)
Value$10.1M (+$880.9K)
Filed 2026-10-28
Insight Advisors, LLC/ PA
DECREASED
Shares39,878 from 42,267
Change-2,389 (-6%)
Value$9.9M (-$138.3K)
Filed 2026-10-22
Cardinal Point Capital Management ULC
INCREASED
Shares39,791 from 38,097
Change+1,694 (+4%)
Value$9.9M (+$833.7K)
Filed 2026-10-21
Dupree Financial Group, LLC
INCREASED
Shares39,632 from 39,008
Change+624 (+2%)
Value$9.9M (+$577.1K)
Filed 2026-10-09
Romano Brothers and Company
INCREASED
Shares39,623 from 39,179
Change+444 (+1%)
Value$9.9M (+$534.1K)
Filed 2026-10-22
Stableford Capital II LLC
DECREASED
Shares39,601 from 40,052
Change-451 (-1%)
Value$9.9M (+$320.6K)
Filed 2026-10-09
Confluence Wealth Services, Inc.
DECREASED
Shares39,500 from 47,283
Change-7,783 (-16%)
Value$9.8M (-$1.4M)
Filed 2026-11-05
Concord Asset Management, LLC
INCREASED
Shares39,462 from 38,597
Change+865 (+2%)
Value$9.8M (+$632.9K)
Filed 2026-11-02
Triton Wealth Management, Pllc
INCREASED
Shares39,400 from 37,662
Change+1,738 (+5%)
Value$9.8M (+$596.6K)
Filed 2026-11-04
Maxi Investments CY Ltd
DECREASED
Shares39,269 from 129,622
Change-90,353 (-70%)
Value$9.8M (-$21.1M)
Filed 2026-10-26
Goodman Advisory Group, LLC
INCREASED
Shares39,141 from 37,139
Change+2,002 (+5%)
Value$9.8M (+$900.3K)
Filed 2026-11-02
Greater Midwest Financial Group, LLC
DECREASED
Shares39,137 from 39,470
Change-333 (-1%)
Value$9.8M (+$343.8K)
Filed 2026-10-13
WT Wealth Management
DECREASED
Shares39,132 from 40,377
Change-1,245 (-3%)
Value$9.7M (+$126.2K)
Filed 2026-10-13
Mount Vernon Associates Inc
DECREASED
Shares39,085 from 40,561
Change-1,476 (-4%)
Value$9.7M (+$71.0K)
Filed 2026-10-26
Mendel Money Management
DECREASED
Shares38,995 from 39,230
Change-235 (-1%)
Value$9.7M (+$365.1K)
Filed 2026-11-02
Pegasus Asset Management, Inc.
INCREASED
Shares38,893 from 38,453
Change+440 (+1%)
Value$9.7M (+$525.3K)
Filed 2026-11-03
LMG Wealth Partners, LLC
INCREASED
Shares38,860 from 38,198
Change+662 (+2%)
Value$9.7M (+$577.9K)
Filed 2026-11-05
Eagle Capital Management, LLC
DECREASED
Shares38,815 from 39,612
Change-797 (-2%)
Value$9.7M (+$230.0K)
Filed 2026-10-19
Earned Wealth Advisors, LLC
INCREASED
Shares38,760 from 35,617
Change+3,143 (+9%)
Value$9.7M (+$1.2M)
Filed 2026-11-06
Fortis Group Advisors, LLC
INCREASED
Shares38,752 from 36,506
Change+2,246 (+6%)
Value$9.3M (+$618.4K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
INCREASED
Shares38,682 from 38,192
Change+490 (+1%)
Value$9.6M (+$534.9K)
Filed 2026-10-14
Berkeley, Inc
DECREASED
Shares38,633 from 38,836
Change-203 (-1%)
Value$9.6M (+$369.2K)
Filed 2026-10-20
Lewis Asset Management, LLC
INCREASED
Shares38,520 from 38,160
Change+360 (+1%)
Value$9.6M (+$502.2K)
Filed 2026-10-14
Pines Wealth Management, LLC
DECREASED
Shares38,389 from 39,143
Change-754 (-2%)
Value$9.6M (+$235.3K)
Filed 2026-10-21
Focused Alpha, LLC
DECREASED
Shares38,357 from 39,475
Change-1,118 (-3%)
Value$9.6M (+$148.2K)
Filed 2026-10-20
Secure Asset Management, LLC
INCREASED
Shares38,351 from 37,563
Change+788 (+2%)
Value$9.6M (+$602.3K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED
Shares38,351 from 37,638
Change+713 (+2%)
Value$9.6M (+$584.5K)
Filed 2026-10-19
Processus Wealth & Capital Management, LLC
DECREASED
Shares38,349 from 38,647
Change-298 (-1%)
Value$9.6M (+$343.5K)
Filed 2026-10-16
Asset Planning Services Inc
DECREASED
Shares38,238 from 38,720
Change-482 (-1%)
Value$9.5M (+$297.0K)
Filed 2026-10-15
Powell Investment Advisors, LLC
INCREASED
Shares38,160 from 37,800
Change+360 (+1%)
Value$9.5M (+$498.3K)
Filed 2026-10-22
Rydar Equities, Inc.
UNCHANGED
Shares38,150 from 38,150
Change0 (0%)
Value$9.9M (+$392.9K)
Filed 2026-10-13
Arlington Financial Advisors, LLC
DECREASED
Shares38,136 from 38,248
Change-112 (0%)
Value$9.5M (+$385.6K)
Filed 2026-10-19
Reliant Investment Management, LLC
INCREASED
Shares38,086 from 37,340
Change+746 (+2%)
Value$9.5M (+$589.5K)
Filed 2026-10-14
MBL Wealth, LLC
INCREASED
Shares37,979 from 33,501
Change+4,478 (+13%)
Value$9.5M (+$1.5M)
Filed 2026-10-22
Canopy Partners, LLC
INCREASED
Shares37,895 from 37,868
Change+27 (+0%)
Value$9.4M (+$416.1K)
Filed 2026-10-28
Ring Mountain Capital, LLC
INCREASED
Shares37,807 from 36,719
Change+1,088 (+3%)
Value$9.4M (+$668.0K)
Filed 2026-10-13
Evergreen Wealth Management, LLC
INCREASED
Shares37,649 from 37,404
Change+245 (+1%)
Value$9.4M (+$465.3K)
Filed 2026-11-06
Arrow Financial Corp
DECREASED
Shares37,363 from 38,354
Change-991 (-3%)
Value$9.3M (+$167.7K)
Filed 2026-10-26
Joseph P. Lucia & Associates, LLC
INCREASED
Shares37,183 from 36,128
Change+1,055 (+3%)
Value$9.3M (+$653.4K)
Filed 2026-10-30
Meadowbrook Wealth Management, LLC
DECREASED
Shares37,163 from 37,435
Change-272 (-1%)
Value$9.3M (+$336.9K)
Filed 2026-10-08
Founders Financial Securities LLC
DECREASED
Shares37,161 from 38,570
Change-1,409 (-4%)
Value$9.3M (+$66.0K)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares37,096 from 37,961
Change-865 (-2%)
Value$9.2M (+$194.8K)
Filed 2026-11-03
Sonata Capital Group Inc
DECREASED
Shares37,074 from 37,574
Change-500 (-1%)
Value$9.2M (+$281.6K)
Filed 2026-10-19
Strengthening Families & Communities, LLC
DECREASED
Shares37,070 from 37,143
Change-73 (0%)
Value$9.2M (+$383.3K)
Filed 2026-10-21
Princeton Global Asset Management LLC
DECREASED
Shares37,013 from 37,081
Change-68 (0%)
Value$9.2M (+$384.0K)
Filed 2026-10-21
Convergence Financial, LLC
DECREASED
Shares36,971 from 63,086
Change-26,115 (-41%)
Value$9.2M (-$5.8M)
Filed 2026-10-27
R2 Capital Strategies, LLC
INCREASED
Shares36,954 from 36,702
Change+252 (+1%)
Value$9.2M (+$459.5K)
Filed 2026-10-15
Axon Capital LP
DECREASED
Shares36,950 from 58,800
Change-21,850 (-37%)
Value$9.2M (-$4.8M)
Filed 2026-10-27
Spirit of America Management Corp
INCREASED
Shares36,950 from 36,550
Change+400 (+1%)
Value$9.2M (+$494.8K)
Filed 2026-10-14
Hixon Zuercher, LLC
DECREASED
Shares36,823 from 36,944
Change-121 (0%)
Value$9.2M (+$369.3K)
Filed 2026-10-13
Doliver Advisors, LP
DECREASED
Shares36,776 from 37,116
Change-340 (-1%)
Value$9.2M (+$316.5K)
Filed 2026-10-01
Elm3 Financial Group, LLC
DECREASED
Shares36,758 from 36,886
Change-128 (0%)
Value$9.2M (+$366.8K)
Filed 2026-10-07
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares36,620 from 38,314
Change-1,694 (-4%)
Value$9.1M (-$7.9K)
Filed 2026-10-16
Keudell ison Wealth Management
INCREASED
Shares36,603 from 36,497
Change+106 (+0%)
Value$9.1M (+$420.9K)
Filed 2026-10-16
Boyd Watterson Asset Management LLC
INCREASED
Shares36,462 from 35,608
Change+854 (+2%)
Value$9.1M (+$597.7K)
Filed 2026-11-06
Greystone Financial Group, LLC
INCREASED
Shares36,456 from 25,506
Change+10,950 (+43%)
Value$9.1M (+$3.0M)
Filed 2026-10-26
Jericho Financial, LLP
INCREASED
Shares36,450 from 36,000
Change+450 (+1%)
Value$9.1M (+$501.3K)
Filed 2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED
Shares36,392 from 35,764
Change+628 (+2%)
Value$9.1M (+$543.1K)
Filed 2026-11-02
White Pine Investment Co
DECREASED
Shares36,336 from 36,724
Change-388 (-1%)
Value$9.1M (+$300.0K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
INCREASED
Shares36,287 from 35,918
Change+369 (+1%)
Value$9.0M (+$480.1K)
Filed 2026-10-09
Raab & Moskowitz Asset Management LLC
DECREASED
Shares36,248 from 36,783
Change-535 (-1%)
Value$9.0M (+$264.3K)
Filed 2026-11-02
Capelight Capital Asset Management LP
INCREASED
Shares36,225 from 25,000
Change+11,225 (+45%)
Value$9.0M (+$3.1M)
Filed 2026-10-23
Fairvoy Private Wealth, LLC
INCREASED
Shares36,163 from 36,162
Change+1 (0%)
Value$9.0M (+$391.3K)
Filed 2026-10-19
Fortem Financial Group, LLC
INCREASED
Shares36,099 from 35,747
Change+352 (+1%)
Value$9.0M (+$474.1K)
Filed 2026-10-20
Lincoln Capital Corp
INCREASED
Shares36,074 from 36,066
Change+8 (+0%)
Value$9.0M (+$391.9K)
Filed 2026-10-13
Sculati Wealth Management, LLC
UNCHANGED
Shares35,954 from 35,954
Change0 (0%)
Value$9.3M (+$442.2K)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares35,849 from 29,366
Change+6,483 (+22%)
Value$8.9M (+$1.9M)
Filed 2026-10-27
Westbourne Investment Advisors, Inc.
INCREASED
Shares35,838 from 34,656
Change+1,182 (+3%)
Value$8.9M (+$669.1K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED
Shares35,775 from 37,807
Change-2,032 (-5%)
Value$8.9M (-$97.6K)
Filed 2026-10-20
Morangie Management LLC
DECREASED
Shares35,660 from 52,699
Change-17,039 (-32%)
Value$8.9M (-$3.7M)
Filed 2026-10-15
Sloy Dahl & Holst, LLC
DECREASED
Shares35,649 from 36,144
Change-495 (-1%)
Value$8.9M (+$267.4K)
Filed 2026-10-14
Trek Financial, LLC
INCREASED
Shares35,642 from 27,895
Change+7,747 (+28%)
Value$8.9M (+$2.2M)
Filed 2026-10-29
Souders Financial Advisors
INCREASED
Shares35,617 from 35,539
Change+78 (+0%)
Value$8.9M (+$403.5K)
Filed 2026-11-03
Torrey Growth & Income Advisors
DECREASED
Shares35,592 from 35,829
Change-237 (-1%)
Value$8.9M (+$331.7K)
Filed 2026-11-04
Naples Global Advisors, LLC
DECREASED
Shares35,471 from 35,512
Change-41 (0%)
Value$8.8M (+$373.7K)
Filed 2026-11-05
Altura Wealth Advisors Inc.
INCREASED
Shares35,461 from 33,497
Change+1,964 (+6%)
Value$8.8M (+$851.4K)
Filed 2026-10-22
Cohen Investment Advisors LLC
INCREASED
Shares35,457 from 35,233
Change+224 (+1%)
Value$8.8M (+$436.7K)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares35,422 from 35,996
Change-574 (-2%)
Value$8.8M (+$246.1K)
Filed 2026-10-23
Interchange Capital Partners, LLC
INCREASED
Shares35,351 from 35,135
Change+216 (+1%)
Value$8.8M (+$443.9K)
Filed 2026-10-28
Segment Wealth Management, LLC
INCREASED
Shares35,330 from 32,587
Change+2,743 (+8%)
Value$8.8M (+$1.0M)
Filed 2026-10-26
Essex Bank
INCREASED
Shares35,319 from 33,620
Change+1,699 (+5%)
Value$8.8M (+$786.7K)
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED
Shares35,253 from 35,110
Change+143 (+0%)
Value$8.8M (+$415.2K)
Filed 2026-10-30
Choice Wealth Advisors LLC
DECREASED
Shares35,194 from 35,266
Change-72 (0%)
Value$8.8M (+$363.3K)
Filed 2026-10-16
Decker Wealth Management LLC
INCREASED
Shares35,016 from 33,945
Change+1,071 (+3%)
Value$8.7M (+$633.7K)
Filed 2026-10-09
Adirondack Trust Co
DECREASED
Shares34,921 from 36,945
Change-2,024 (-5%)
Value$8.7M (-$104.9K)
Filed 2026-10-14
626 Financial, LLC
DECREASED
Shares34,904 from 35,088
Change-184 (-1%)
Value$8.7M (+$333.2K)
Filed 2026-11-04
Cypress Wealth Services, LLC
INCREASED
Shares34,897 from 34,351
Change+546 (+2%)
Value$8.9M (+$756.5K)
Filed 2026-10-21
Citizens & Northern Corp
DECREASED
Shares34,893 from 37,831
Change-2,938 (-8%)
Value$8.7M (-$323.1K)
Filed 2026-11-06
NTV Asset Management LLC
INCREASED
Shares34,860 from 34,501
Change+359 (+1%)
Value$8.7M (+$462.4K)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares34,855 from 34,492
Change+363 (+1%)
Value$8.7M (+$463.3K)
Filed 2026-10-19
Blue Square Asset Management, LLC
DECREASED
Shares34,786 from 35,913
Change-1,127 (-3%)
Value$8.7M (+$107.4K)
Filed 2026-11-02
Chapin Davis, Inc.
INCREASED
Shares34,769 from 34,407
Change+362 (+1%)
Value$8.7M (+$462.1K)
Filed 2026-10-09
Worth Financial Advisory Group, LLC
INCREASED
Shares34,735 from 34,596
Change+139 (+0%)
Value$8.7M (+$408.6K)
Filed 2026-10-19
Eos Management, L.P.
UNCHANGED
Shares34,647 from 34,647
Change0 (0%)
Value$8.6M (+$374.5K)
Filed 2026-10-27
Fischer Financial Services, Inc.
INCREASED
Shares34,605 from 34,580
Change+25 (+0%)
Value$8.6M (+$380.0K)
Filed 2026-10-30
Channel Wealth LLC
INCREASED
Shares34,600 from 33,511
Change+1,089 (+3%)
Value$8.6M (+$633.6K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares34,578 from 42,890
Change-8,312 (-19%)
Value$8.6M (-$1.6M)
Filed 2026-10-14
Global Wealth Strategies & Associates
INCREASED
Shares34,435 from 33,351
Change+1,084 (+3%)
Value$8.6M (+$630.6K)
Filed 2026-10-02
Wealth Management Partners, LLC
INCREASED
Shares34,416 from 32,842
Change+1,574 (+5%)
Value$8.6M (+$746.4K)
Filed 2026-10-21
Aviso Wealth Management
DECREASED
Shares34,395 from 34,467
Change-72 (0%)
Value$8.6M (+$354.4K)
Filed 2026-11-04
DeDora Capital, Inc.
DECREASED
Shares34,386 from 35,641
Change-1,255 (-4%)
Value$8.6M (+$72.5K)
Filed 2026-10-26
Kessler Investment Group, LLC
DECREASED
Shares34,363 from 37,127
Change-2,764 (-7%)
Value$8.6M (-$287.3K)
Filed 2026-10-08
AUA Capital Management, LLC
DECREASED
Shares34,290 from 35,024
Change-734 (-2%)
Value$8.5M (+$195.7K)
Filed 2026-10-15
Wealth Analytics Partners, LLC
DECREASED
Shares34,240 from 34,808
Change-568 (-2%)
Value$8.5M (-$83.9K)
Filed 2026-10-19
Family Capital Trust Co
DECREASED
Shares34,196 from 34,286
Change-90 (0%)
Value$8.5M (+$348.2K)
Filed 2026-10-22
Nadler Financial Group, Inc.
DECREASED
Shares34,122 from 34,402
Change-280 (-1%)
Value$8.5M (+$302.1K)
Filed 2026-10-23
Curbstone Financial Management Corp
DECREASED
Shares34,120 from 34,300
Change-180 (-1%)
Value$8.5M (+$325.9K)
Filed 2026-10-21
Barrett & Company, Inc.
DECREASED
Shares33,932 from 36,795
Change-2,863 (-8%)
Value$8.5M (-$315.6K)
Filed 2026-10-22
Norway Savings Bank
INCREASED
Shares33,849 from 33,118
Change+731 (+2%)
Value$8.4M (+$540.1K)
Filed 2026-10-20
Blueprint Investment Partners LLC
INCREASED
Shares33,843 from 30,420
Change+3,423 (+11%)
Value$8.4M (+$1.2M)
Filed 2026-10-28
EPG Wealth Management LLC
INCREASED
Shares33,782 from 26,254
Change+7,528 (+29%)
Value$8.4M (+$2.2M)
Filed 2026-11-03
Connecticut Wealth Management, LLC
DECREASED
Shares33,756 from 34,441
Change-685 (-2%)
Value$8.4M (+$201.6K)
Filed 2026-10-13
Old Mission Investment Co LLC
DECREASED
Shares33,693 from 34,407
Change-714 (-2%)
Value$8.4M (+$194.0K)
Filed 2026-10-22
Ayrshire Capital Management LLC
DECREASED
Shares33,509 from 33,650
Change-141 (0%)
Value$8.3M (+$328.6K)
Filed 2026-10-20
SmartHarvest Portfolios, LLC
DECREASED
Shares33,504 from 36,938
Change-3,434 (-9%)
Value$8.3M (-$456.5K)
Filed 2026-10-26
Ellsworth Advisors, LLC
INCREASED
Shares33,498 from 31,692
Change+1,806 (+6%)
Value$8.3M (+$265.8K)
Filed 2026-10-15
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares33,495 from 24,277
Change+9,218 (+38%)
Value$8.3M (+$2.6M)
Filed 2026-10-21
1900 Wealth Management LLC
INCREASED
Shares33,463 from 29,260
Change+4,203 (+14%)
Value$8.3M (+$1.4M)
Filed 2026-10-13
Evanson Financial, LLC
DECREASED
Shares33,424 from 33,584
Change-160 (0%)
Value$8.3M (+$323.3K)
Filed 2026-10-23
Martel Wealth Advisors LLC
DECREASED
Shares33,354 from 33,514
Change-160 (0%)
Value$8.3M (+$322.4K)
Filed 2026-10-14
Delta Financial Advisors LLC
INCREASED
Shares33,144 from 32,579
Change+565 (+2%)
Value$8.3M (+$492.9K)
Filed 2026-10-27
Darden Wealth Group Inc
DECREASED
Shares33,002 from 33,799
Change-797 (-2%)
Value$8.2M (+$167.0K)
Filed 2026-11-06
Beacon Capital Management, LLC
DECREASED
Shares32,998 from 33,674
Change-676 (-2%)
Value$8.2M (+$195.6K)
Filed 2026-10-23
Castle Rock Wealth Management, LLC
DECREASED
Shares32,991 from 37,008
Change-4,017 (-11%)
Value$8.5M (-$489.6K)
Filed 2026-10-09
Woodard & Co Asset Management Group Inc
DECREASED
Shares32,989 from 33,923
Change-934 (-3%)
Value$8.2M (+$134.0K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED
Shares32,940 from 30,362
Change+2,578 (+8%)
Value$8.2M (+$970.4K)
Filed 2026-10-14
Nautilus Advisors LLC
DECREASED
Shares32,933 from 34,482
Change-1,549 (-4%)
Value$8.2M (-$254.6K)
Filed 2026-10-07
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares32,894 from 33,358
Change-464 (-1%)
Value$8.2M (+$245.0K)
Filed 2026-10-30
Northern Lights Advisors, Inc.
DECREASED
Shares32,878 from 34,362
Change-1,484 (-4%)
Value$8.2M (+$1.7K)
Filed 2026-10-21
Agate Pass Investment Management, LLC
INCREASED
Shares32,834 from 29,602
Change+3,232 (+11%)
Value$8.2M (+$1.1M)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED
Shares32,759 from 32,240
Change+519 (+2%)
Value$8.2M (+$477.6K)
Filed 2026-10-23
Hummer Financial Advisory Services Inc
DECREASED
Shares32,680 from 33,630
Change-950 (-3%)
Value$8.1M (+$126.8K)
Filed 2026-10-09
Peachtree Investment Partners, LLC
INCREASED
Shares32,580 from 31,122
Change+1,458 (+5%)
Value$8.1M (+$699.8K)
Filed 2026-11-05
Sun Group Wealth Partners
DECREASED
Shares32,534 from 32,712
Change-178 (-1%)
Value$8.1M (+$309.3K)
Filed 2026-10-26
Towne Trust Company, N.a
DECREASED
Shares32,528 from 32,993
Change-465 (-1%)
Value$8.1M (+$240.8K)
Filed 2026-10-28
Bahl & Gaynor LLC
INCREASED
Shares32,525 from 32,388
Change+137 (+0%)
Value$8.1M (+$384.2K)
Filed 2026-11-05
Beacon Financial Group
INCREASED
Shares32,501 from 30,133
Change+2,368 (+8%)
Value$8.1M (+$915.7K)
Filed 2026-10-19
Arrow Capital Pty Ltd
INCREASED
Shares32,500 from 25,000
Change+7,500 (+30%)
Value$8.1M (+$2.1M)
Filed 2026-11-06
Hudson Edge Investment Partners Inc.
INCREASED
Shares32,457 from 31,305
Change+1,152 (+4%)
Value$8.1M (+$625.4K)
Filed 2026-10-28
Accuvest Global Advisors
INCREASED
Shares32,450 from 23,099
Change+9,351 (+40%)
Value$8.1M (+$2.6M)
Filed 2026-11-04
Putney Financial Group LLC
DECREASED
Shares32,448 from 32,832
Change-384 (-1%)
Value$8.1M (+$259.2K)
Filed 2026-10-30
Vanguard Capital Wealth Advisors
DECREASED
Shares32,434 from 32,488
Change-54 (0%)
Value$8.1M (+$337.7K)
Filed 2026-10-16
TenCore Partners, LP
DECREASED
Shares32,330 from 38,130
Change-5,800 (-15%)
Value$8.1M (-$1.0M)
Filed 2026-11-05
Nkcfo LLC
INCREASED
Shares32,297 from 11,707
Change+20,590 (+176%)
Value$8.0M (+$5.3M)
Filed 2026-11-04
NewSquare Capital LLC
INCREASED
Shares32,296 from 30,581
Change+1,715 (+6%)
Value$8.0M (+$757.9K)
Filed 2026-11-06
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares32,270 from 35,730
Change-3,460 (-10%)
Value$8.0M (-$475.8K)
Filed 2026-10-20
Oslo Pensjonsforsikring AS
INCREASED
Shares32,267 from 31,272
Change+995 (+3%)
Value$8.0M (+$586.0K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
INCREASED
Shares32,256 from 32,026
Change+230 (+1%)
Value$8.2M (+$561.9K)
Filed 2026-10-27
Kingstone Capital Partners Texas, LLC
INCREASED
Shares32,238 from 32,079
Change+159 (+1%)
Value$8.0M (+$386.4K)
Filed 2026-11-03
Canton Hathaway, LLC
INCREASED
Shares32,210 from 31,950
Change+260 (+1%)
Value$8.0M (+$410.2K)
Filed 2026-10-23
Markowski Investments
DECREASED
Shares32,202 from 33,248
Change-1,046 (-3%)
Value$8.0M (+$98.9K)
Filed 2026-10-30
Pekin Hardy Strauss, Inc.
INCREASED
Shares32,198 from 31,061
Change+1,137 (+4%)
Value$8.0M (+$619.1K)
Filed 2026-11-02
Shaker Investments LLC
INCREASED
Shares32,154 from 32,048
Change+106 (+0%)
Value$8.0M (+$372.8K)
Filed 2026-11-05
Chickasaw Capital Management LLC
DECREASED
Shares32,106 from 32,751
Change-645 (-2%)
Value$8.0M (+$193.2K)
Filed 2026-10-08
Left Brain Wealth Management, LLC
DECREASED
Shares32,089 from 32,221
Change-132 (0%)
Value$8.0M (+$315.4K)
Filed 2026-10-28
Cox Capital Mgt LLC
DECREASED
Shares32,069 from 32,347
Change-278 (-1%)
Value$8.0M (+$280.5K)
Filed 2026-10-07
Cornerstone Planning, LLC
INCREASED
Shares32,019 from 7,726
Change+24,293 (+314%)
Value$7.7M (+$5.9M)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED
Shares32,008 from 32,051
Change-43 (0%)
Value$8.0M (+$335.8K)
Filed 2026-10-13
ROI Financial Advisors, LLC
DECREASED
Shares31,972 from 32,446
Change-474 (-1%)
Value$8.0M (+$232.6K)
Filed 2026-10-19
Poehling Capital Management, Inc.
DECREASED
Shares31,937 from 31,986
Change-49 (0%)
Value$8.0M (+$333.6K)
Filed 2026-10-20
Accel Wealth Management
DECREASED
Shares31,915 from 32,034
Change-119 (0%)
Value$8.0M (+$316.6K)
Filed 2026-10-13
TradeWell Securities, Llc.
DECREASED
Shares31,888 from 32,435
Change-547 (-2%)
Value$7.9M (+$214.2K)
Filed 2026-10-21
Accretive Wealth Partners, LLC
INCREASED
Shares31,821 from 31,616
Change+205 (+1%)
Value$7.9M (+$392.8K)
Filed 2026-11-06
Grandview Asset Management LLC
DECREASED
Shares31,718 from 34,571
Change-2,853 (-8%)
Value$7.9M (-$337.1K)
Filed 2026-10-19
StrongBox Wealth, LLC
INCREASED
Shares31,621 from 28,697
Change+2,924 (+10%)
Value$7.9M (+$1.0M)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares31,599 from 28,979
Change+2,620 (+9%)
Value$7.9M (+$966.0K)
Filed 2026-11-03
SkyOak Wealth, LLC
DECREASED
Shares31,501 from 32,066
Change-565 (-2%)
Value$7.8M (+$205.9K)
Filed 2026-10-28
Peoples Financial Services Corp.
DECREASED
Shares31,453 from 31,735
Change-282 (-1%)
Value$7.8M (+$272.8K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
INCREASED
Shares31,424 from 30,771
Change+653 (+2%)
Value$7.8M (+$495.3K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
DECREASED
Shares31,334 from 31,754
Change-420 (-1%)
Value$7.8M (+$238.6K)
Filed 2026-10-20
Anchyra Partners LLC
INCREASED
Shares31,202 from 27,824
Change+3,378 (+12%)
Value$7.8M (+$1.1M)
Filed 2026-10-13
Old Second National Bank of Aurora
DECREASED
Shares31,149 from 33,370
Change-2,221 (-7%)
Value$7.8M (-$192.6K)
Filed 2026-10-22
Ironwood Financial, llc
DECREASED
Shares31,144 from 31,181
Change-37 (0%)
Value$7.8M (+$48.2K)
Filed 2026-10-20
Cordatus Wealth Management LLC
DECREASED
Shares31,108 from 31,707
Change-599 (-2%)
Value$7.8M (+$193.5K)
Filed 2026-10-19
Sitrin Capital Management LLC
DECREASED
Shares31,087 from 31,289
Change-202 (-1%)
Value$7.7M (+$287.9K)
Filed 2026-10-19
Independent Solutions Wealth Management, LLC
DECREASED
Shares30,951 from 30,966
Change-15 (0%)
Value$7.7M (+$331.0K)
Filed 2026-10-28
Campbell Newman Asset Management Inc
DECREASED
Shares30,941 from 34,692
Change-3,751 (-11%)
Value$7.7M (-$559.5K)
Filed 2026-10-22
Revisor Wealth Management LLC
INCREASED
Shares30,808 from 30,045
Change+763 (+3%)
Value$7.7M (+$531.1K)
Filed 2026-10-20
Red Spruce Capital, LLC
INCREASED
Shares30,793 from 30,787
Change+6 (+0%)
Value$7.7M (+$334.3K)
Filed 2026-10-07
Tounjian Advisory Partners, LLC
INCREASED
Shares30,779 from 23,327
Change+7,452 (+32%)
Value$7.7M (+$2.1M)
Filed 2026-11-04
Acropolis Investment Management, LLC
INCREASED
Shares30,773 from 30,455
Change+318 (+1%)
Value$7.7M (+$408.4K)
Filed 2026-10-08
Abel Hall, LLC
INCREASED
Shares30,750 from 30,443
Change+307 (+1%)
Value$7.7M (+$405.6K)
Filed 2026-10-19
Mainstream Capital Management LLC
DECREASED
Shares30,737 from 30,969
Change-232 (-1%)
Value$7.7M (+$277.0K)
Filed 2026-10-23
3Chopt Investment Partners, LLC
INCREASED
Shares30,683 from 25,740
Change+4,943 (+19%)
Value$7.6M (+$1.5M)
Filed 2026-10-30
Old North State Wealth Management, LLC
INCREASED
Shares30,643 from 30,219
Change+424 (+1%)
Value$7.6M (+$432.5K)
Filed 2026-10-22
Oarsman Capital, Inc.
DECREASED
Shares30,562 from 31,260
Change-698 (-2%)
Value$7.6M (+$164.0K)
Filed 2026-11-05
LifeGoal Investments, LLC
INCREASED
Shares30,512 from 9,993
Change+20,519 (+205%)
Value$7.6M (+$5.2M)
Filed 2026-10-09
TSG Advice Partners, LLC
NEW
Shares30,503
Change+30,503
Value$7.3M
Filed 2026-10-29
Tower View Wealth Management LLC
INCREASED
Shares30,499 from 29,713
Change+786 (+3%)
Value$7.6M (+$517.0K)
Filed 2026-10-23
OAK Family Advisors, LLC
DECREASED
Shares30,482 from 37,141
Change-6,659 (-18%)
Value$7.6M (-$1.3M)
Filed 2026-10-19
Diversified Management Inc
INCREASED
Shares30,457 from 28,758
Change+1,699 (+6%)
Value$7.6M (+$734.2K)
Filed 2026-10-08
Evergreen Private Wealth LLC
INCREASED
Shares30,457 from 30,096
Change+361 (+1%)
Value$7.6M (+$415.4K)
Filed 2026-10-30
Almanack Investment Partners, Llc.
INCREASED
Shares30,433 from 27,785
Change+2,648 (+10%)
Value$7.6M (+$960.1K)
Filed 2026-11-03
Floyd Financial Group LLC
DECREASED
Shares30,406 from 30,594
Change-188 (-1%)
Value$7.9M (+$290.7K)
Filed 2026-10-28
Able Financial Group, LLC
INCREASED
Shares30,393 from 28,971
Change+1,422 (+5%)
Value$7.6M (+$667.5K)
Filed 2026-10-14
Solstein Capital, LLC
UNCHANGED
Shares30,387 from 30,387
Change0 (0%)
Value$7.6M (+$328.5K)
Filed 2026-11-02
Colonial River Investments, LLC
DECREASED
Shares30,375 from 35,025
Change-4,650 (-13%)
Value$7.6M (-$779.9K)
Filed 2026-10-19
Cooper Capital Advisors LLC
INCREASED
Shares30,369 from 29,425
Change+944 (+3%)
Value$7.6M (+$553.3K)
Filed 2026-10-29
Greenspring Advisors, LLC
INCREASED
Shares30,342 from 29,893
Change+449 (+2%)
Value$7.6M (+$435.0K)
Filed 2026-11-05
Geneva Partners, LLC
NEW
Shares30,251
Change+30,251
Value$7.5M
Filed 2026-10-26
Newman Dignan & Sheerar, Inc.
INCREASED
Shares30,236 from 30,067
Change+169 (+1%)
Value$7.5M (+$367.2K)
Filed 2026-10-21
Income Insurance Ltd
INCREASED
Shares30,141 from 30,041
Change+100 (+0%)
Value$7.5M (+$349.7K)
Filed 2026-10-21
Oakworth Capital, Inc.
INCREASED
Shares30,030 from 30,000
Change+30 (+0%)
Value$7.5M (+$315.3K)
Filed 2026-10-26
Insight Wealth Strategies, LLC
DECREASED
Shares30,014 from 30,273
Change-259 (-1%)
Value$7.5M (+$161.0K)
Filed 2026-10-09
Genus Capital Management Inc.
INCREASED
Shares30,010 from 28,133
Change+1,877 (+7%)
Value$7.5M (+$771.8K)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares29,959 from 28,576
Change+1,383 (+5%)
Value$7.5M (+$653.6K)
Filed 2026-10-14
Trust Co of Kansas
DECREASED
Shares29,933 from 32,032
Change-2,099 (-7%)
Value$7.5M (-$177.0K)
Filed 2026-11-06
Commons Capital, LLC
DECREASED
Shares29,926 from 30,859
Change-933 (-3%)
Value$7.5M (+$101.1K)
Filed 2026-11-05
Benin Management Corp
INCREASED
Shares29,897 from 29,297
Change+600 (+2%)
Value$7.4M (+$466.2K)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
INCREASED
Shares29,767 from 27,119
Change+2,648 (+10%)
Value$7.4M (+$952.9K)
Filed 2026-10-05
Unique Wealth Strategies, LLC
UNCHANGED
Shares29,755 from 29,755
Change0 (0%)
Value$7.1M ($0)
Filed 2026-10-13
StoneCrest Wealth Management, Inc.
DECREASED
Shares29,722 from 29,818
Change-96 (0%)
Value$7.4M (+$298.4K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED
Shares29,704 from 28,934
Change+770 (+3%)
Value$7.4M (+$504.7K)
Filed 2026-10-13
Mattern Wealth Management LLC
INCREASED
Shares29,658 from 29,425
Change+233 (+1%)
Value$7.4M (+$376.1K)
Filed 2026-11-04
Breakwater Capital Group
INCREASED
Shares29,656 from 29,435
Change+221 (+1%)
Value$7.4M (+$373.3K)
Filed 2026-10-09
Elevatus Welath Management
DECREASED
Shares29,633 from 38,078
Change-8,445 (-22%)
Value$7.4M (-$1.7M)
Filed 2026-10-19
Financial Management Network Inc
DECREASED
Shares29,626 from 29,882
Change-256 (-1%)
Value$7.5M (+$63.8K)
Filed 2026-10-09
Robbins Farley
DECREASED
Shares29,618 from 29,873
Change-255 (-1%)
Value$7.4M (+$259.4K)
Filed 2026-10-21
ZWJ Investment Counsel Inc
DECREASED
Shares29,611 from 29,705
Change-94 (0%)
Value$7.4M (+$297.7K)
Filed 2026-10-15
Paragon Private Wealth Management, LLC
DECREASED
Shares29,521 from 40,458
Change-10,937 (-27%)
Value$7.4M (-$2.3M)
Filed 2026-10-20
Northbridge Financial Group, LLC
INCREASED
Shares29,503 from 28,272
Change+1,231 (+4%)
Value$7.6M (+$823.0K)
Filed 2026-11-05
Encompass Wealth Advisors, LLC
INCREASED
Shares29,496 from 14,667
Change+14,829 (+101%)
Value$7.3M (+$3.9M)
Filed 2026-10-15
Scissortail Wealth Management, LLC
INCREASED
Shares29,410 from 28,875
Change+535 (+2%)
Value$7.3M (+$445.4K)
Filed 2026-11-03
Elco Management Co., LLC
DECREASED
Shares29,369 from 30,036
Change-667 (-2%)
Value$7.3M (+$158.5K)
Filed 2026-10-14
Arvest Investments, Inc.
INCREASED
Shares29,356 from 28,082
Change+1,274 (+5%)
Value$7.3M (+$621.0K)
Filed 2026-10-21
MSH Capital Advisors LLC
INCREASED
Shares29,227 from 24,322
Change+4,905 (+20%)
Value$7.3M (+$1.5M)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares29,225 from 26,834
Change+2,391 (+9%)
Value$7.3M (+$885.8K)
Filed 2026-10-15
McAlister, Sweet & Associates, Inc.
INCREASED
Shares29,213 from 28,945
Change+268 (+1%)
Value$7.3M (+$379.7K)
Filed 2026-10-07
QTR Family Wealth, LLC
INCREASED
Shares29,199 from 28,590
Change+609 (+2%)
Value$7.3M (+$460.8K)
Filed 2026-11-02
Whalen Wealth Management Inc.
INCREASED
Shares29,165 from 27,162
Change+2,003 (+7%)
Value$7.3M (+$792.7K)
Filed 2026-10-08
LexAurum Advisors, LLC
DECREASED
Shares29,135 from 29,633
Change-498 (-2%)
Value$7.3M (+$196.3K)
Filed 2026-10-19
Eagle Strategies LLC
DECREASED
Shares29,131 from 29,385
Change-254 (-1%)
Value$7.3M (+$254.4K)
Filed 2026-10-16
Guinness Atkinson Asset Management Inc
DECREASED
Shares29,110 from 29,534
Change-424 (-1%)
Value$7.3M (+$213.6K)
Filed 2026-11-05
Western Pacific Wealth Management, LP
DECREASED
Shares29,013 from 29,650
Change-637 (-2%)
Value$7.2M (+$161.8K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
DECREASED
Shares28,995 from 29,811
Change-816 (-3%)
Value$7.2M (+$119.1K)
Filed 2026-10-30
Integrated Financial Solutions, Inc.
INCREASED
Shares28,973 from 27,373
Change+1,600 (+6%)
Value$7.2M (+$694.5K)
Filed 2026-10-09
Hanson & Doremus Investment Management
INCREASED
Shares28,944 from 25,506
Change+3,438 (+13%)
Value$7.2M (+$1.1M)
Filed 2026-10-16
CMG Global Holdings, LLC
DECREASED
Shares28,915 from 32,990
Change-4,075 (-12%)
Value$7.2M (-$658.7K)
Filed 2026-10-14
Millennium Capital Advisors, LLC
DECREASED
Shares28,904 from 28,919
Change-15 (0%)
Value$7.2M (+$308.9K)
Filed 2026-10-16
Tsfg, LLC
DECREASED
Shares28,892 from 41,103
Change-12,211 (-30%)
Value$7.2M (-$2.6M)
Filed 2026-10-23
Yankcom Partnership
DECREASED
Shares28,837 from 29,590
Change-753 (-3%)
Value$7.2M (+$132.3K)
Filed 2026-10-15
Revolve Wealth Partners, LLC
INCREASED
Shares28,799 from 27,651
Change+1,148 (+4%)
Value$7.2M (+$584.9K)
Filed 2026-10-23
Udine Wealth Management, Inc.
INCREASED
Shares28,658 from 27,868
Change+790 (+3%)
Value$7.1M (+$498.1K)
Filed 2026-10-23
1834 Investment Advisors Co
DECREASED
Shares28,613 from 28,703
Change-90 (0%)
Value$7.1M (+$287.9K)
Filed 2026-10-16
Compass Ion Advisors, LLC
INCREASED
Shares28,452 from 23,657
Change+4,795 (+20%)
Value$7.1M (+$1.5M)
Filed 2026-10-23
Intrua Financial, LLC
DECREASED
Shares28,433 from 28,490
Change-57 (0%)
Value$7.1M (+$293.7K)
Filed 2026-10-28
Verde Capital Management
INCREASED
Shares28,411 from 25,847
Change+2,564 (+10%)
Value$7.1M (+$918.1K)
Filed 2026-10-28
Aspiriant, LLC
DECREASED
Shares28,365 from 32,755
Change-4,390 (-13%)
Value$7.1M (-$739.7K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares28,309 from 27,205
Change+1,104 (+4%)
Value$7.1M (+$569.1K)
Filed 2026-10-16
DT Investment Partners, LLC
DECREASED
Shares28,294 from 28,403
Change-109 (0%)
Value$7.0M (+$279.9K)
Filed 2026-10-27
WD Rutherford LLC
DECREASED
Shares28,265 from 28,816
Change-551 (-2%)
Value$7.0M (+$174.2K)
Filed 2026-10-26
Palacios Wealth Management, LLC
INCREASED
Shares28,245 from 27,545
Change+700 (+3%)
Value$7.0M (+$472.3K)
Filed 2026-11-04
Falcon Wealth Planning
INCREASED
Shares28,223 from 23,951
Change+4,272 (+18%)
Value$7.0M (+$1.3M)
Filed 2026-11-06
DLK Investment Management, LLC
INCREASED
Shares28,211 from 14,240
Change+13,971 (+98%)
Value$7.0M (+$4.3M)
Filed 2026-10-09
Paragon Advisors, LLC
INCREASED
Shares28,186 from 27,793
Change+393 (+1%)
Value$7.0M (+$398.4K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares28,129 from 29,026
Change-897 (-3%)
Value$7.0M (+$90.3K)
Filed 2026-10-06
Beacon Bank & Trust
DECREASED
Shares28,083 from 28,661
Change-578 (-2%)
Value$7.0M (+$165.8K)
Filed 2026-10-27
Vaquero Private Wealth, LTD
DECREASED
Shares28,048 from 28,636
Change-588 (-2%)
Value$7.0M (+$163.1K)
Filed 2026-10-27
Thrive Wealth Management, LLC
INCREASED
Shares28,047 from 26,122
Change+1,925 (+7%)
Value$7.0M (+$762.0K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
DECREASED
Shares28,047 from 28,119
Change-72 (0%)
Value$7.0M (+$285.9K)
Filed 2026-10-20
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares27,946 from 27,865
Change+81 (+0%)
Value$7.0M (+$321.4K)
Filed 2026-10-15
Butensky & Cohen Financial Security, Inc
INCREASED
Shares27,918 from 27,711
Change+207 (+1%)
Value$7.0M (+$351.1K)
Filed 2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED
Shares27,907 from 28,616
Change-709 (-2%)
Value$7.0M (+$132.7K)
Filed 2026-10-30
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares27,884 from 29,135
Change-1,251 (-4%)
Value$6.9M (+$3.3K)
Filed 2026-10-26
Deane Retirement Strategies, Inc.
INCREASED
Shares27,855 from 26,643
Change+1,212 (+5%)
Value$6.9M (+$585.2K)
Filed 2026-10-09
Avantra Family Wealth, Inc.
INCREASED
Shares27,832 from 19,839
Change+7,993 (+40%)
Value$6.9M (+$2.2M)
Filed 2026-10-20
Consilium Wealth Advisory, LLC
INCREASED
Shares27,788 from 27,238
Change+550 (+2%)
Value$6.9M (+$431.5K)
Filed 2026-10-14
Virtue Capital Management, LLC
INCREASED
Shares27,746 from 23,788
Change+3,958 (+17%)
Value$6.9M (+$1.2M)
Filed 2026-10-29
Aurora Investment Managers, Llc.
UNCHANGED
Shares27,702 from 27,702
Change0 (0%)
Value$6.9M (+$300.0K)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares27,691 from 27,513
Change+178 (+1%)
Value$6.9M (+$341.8K)
Filed 2026-11-04
Reflection Asset Management
INCREASED
Shares27,678 from 23,463
Change+4,215 (+18%)
Value$6.9M (+$1.3M)
Filed 2026-10-28
SYM Financial Corp
INCREASED
Shares27,665 from 24,244
Change+3,421 (+14%)
Value$6.9M (+$1.1M)
Filed 2026-10-26
Trust Co of Oklahoma
DECREASED
Shares27,658 from 29,820
Change-2,162 (-7%)
Value$6.9M (-$216.3K)
Filed 2026-10-15
Urban Wealth Management, LLC
DECREASED
Shares27,655 from 28,861
Change-1,206 (-4%)
Value$6.9M (+$11.5K)
Filed 2026-10-21
B.A. Schrock Wealth Management, Inc.
NEW
Shares27,588
Change+27,588
Value$6.8M
Filed 2026-10-15
Jeppson Wealth Management, LLC
DECREASED
Shares27,587 from 27,790
Change-203 (-1%)
Value$6.9M (+$249.8K)
Filed 2026-10-20
Radnor Capital Management, LLC
INCREASED
Shares27,472 from 26,843
Change+629 (+2%)
Value$6.8M (+$446.9K)
Filed 2026-10-23
Lantz Financial LLC
DECREASED
Shares27,472 from 27,580
Change-108 (0%)
Value$6.8M (+$271.2K)
Filed 2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED
Shares27,459 from 27,552
Change-93 (0%)
Value$6.8M (+$274.7K)
Filed 2026-10-13
Cromwell Holdings LLC
DECREASED
Shares27,414 from 28,975
Change-1,561 (-5%)
Value$6.8M (-$75.7K)
Filed 2026-10-28
Westwood Wealth Management
DECREASED
Shares27,412 from 28,837
Change-1,425 (-5%)
Value$6.8M (-$43.3K)
Filed 2026-10-29
Investment Management Trust, LLC
INCREASED
Shares27,395 from 27,326
Change+69 (+0%)
Value$6.8M (+$312.6K)
Filed 2026-11-05
Brady Family Wealth, LLC
DECREASED
Shares27,348 from 28,366
Change-1,018 (-4%)
Value$6.8M (+$53.0K)
Filed 2026-11-02
Meridian Management Co
DECREASED
Shares27,280 from 27,936
Change-656 (-2%)
Value$6.8M (+$138.5K)
Filed 2026-11-06
Financial Security Advisor, Inc.
INCREASED
Shares27,163 from 26,181
Change+982 (+4%)
Value$6.8M (+$527.6K)
Filed 2026-11-03
Lighthouse Financial LLC
INCREASED
Shares27,160 from 25,667
Change+1,493 (+6%)
Value$6.8M (+$649.4K)
Filed 2026-10-23
Bernicke Wealth Management, Ltd.
INCREASED
Shares27,150 from 26,564
Change+586 (+2%)
Value$6.8M (+$433.1K)
Filed 2026-11-06
Tranquility Partners, LLC
INCREASED
Shares27,055 from 26,683
Change+372 (+1%)
Value$6.7M (+$381.1K)
Filed 2026-10-20
Eley Financial Management, Inc
INCREASED
Shares27,019 from 26,949
Change+70 (+0%)
Value$6.7M (+$308.8K)
Filed 2026-11-03
Point Windward Advisors Inc.
DECREASED
Shares27,018 from 27,632
Change-614 (-2%)
Value$6.7M (+$145.7K)
Filed 2026-11-06
Pathway Wealth Management LLC
INCREASED
Shares26,955 from 24,275
Change+2,680 (+11%)
Value$6.7M (+$930.1K)
Filed 2026-10-19
Cross Staff Investments Inc
UNCHANGED
Shares26,938 from 26,938
Change0 (0%)
Value$6.7M (+$291.2K)
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
DECREASED
Shares26,936 from 27,731
Change-795 (-3%)
Value$6.7M (+$101.7K)
Filed 2026-11-04
Cornerstone Enterprises, LLC
DECREASED
Shares26,901 from 44,808
Change-17,907 (-40%)
Value$6.7M (-$4.0M)
Filed 2026-10-15
Freedom Day Solutions, LLC
INCREASED
Shares26,870 from 25,338
Change+1,532 (+6%)
Value$6.7M (+$655.6K)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares26,799 from 28,954
Change-2,155 (-7%)
Value$6.7M (-$223.9K)
Filed 2026-10-29
International Private Wealth Advisors LLC
INCREASED
Shares26,726 from 21,792
Change+4,934 (+23%)
Value$6.7M (+$1.5M)
Filed 2026-11-05
RWQ Financial Management Services, Inc.
DECREASED
Shares26,685 from 29,765
Change-3,080 (-10%)
Value$6.6M (-$445.6K)
Filed 2026-10-19
Primoris Wealth Advisors, LLC
DECREASED
Shares26,613 from 26,847
Change-234 (-1%)
Value$6.6M (+$231.9K)
Filed 2026-10-28
CPC Advisors, LLC
INCREASED
Shares26,611 from 22,157
Change+4,454 (+20%)
Value$6.6M (+$1.3M)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares26,599
Change+26,599
Value$6.6M
Filed 2026-10-09
Clear Wave Wealth Management LLC
DECREASED
Shares26,560 from 30,642
Change-4,082 (-13%)
Value$6.6M (-$685.8K)
Filed 2026-11-04
Finivi Inc.
INCREASED
Shares26,508 from 26,377
Change+131 (+1%)
Value$6.6M (+$317.8K)
Filed 2026-10-13
Olistico Wealth, LLC
INCREASED
Shares26,470 from 26,456
Change+14 (+0%)
Value$6.6M (+$289.5K)
Filed 2026-10-05
Warm Springs Advisors Inc.
INCREASED
Shares26,438 from 25,492
Change+946 (+4%)
Value$6.6M (+$511.3K)
Filed 2026-10-28
Golden Reserve Retirement LLC
INCREASED
Shares26,410 from 17,516
Change+8,894 (+51%)
Value$6.6M (+$2.4M)
Filed 2026-11-02
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED
Shares26,400 from 24,400
Change+2,000 (+8%)
Value$6.6M (+$763.0K)
Filed 2026-10-22
Corecam Pte. Ltd.
INCREASED
Shares26,390 from 16,140
Change+10,250 (+64%)
Value$6.6M (+$2.7M)
Filed 2026-10-23
High Net Worth Advisory Group LLC
DECREASED
Shares26,386 from 26,748
Change-362 (-1%)
Value$6.6M (+$199.0K)
Filed 2026-10-26
Key FInancial Inc
INCREASED
Shares26,324 from 26,321
Change+3 (+0%)
Value$6.6M (+$285.3K)
Filed 2026-11-02
Atlas Brown,Inc.
DECREASED
Shares26,224 from 26,297
Change-73 (0%)
Value$6.5M (+$266.1K)
Filed 2026-10-09
Family Legacy, Inc.
INCREASED
Shares26,216 from 26,000
Change+216 (+1%)
Value$6.5M (+$334.9K)
Filed 2026-10-13
Berman McAleer LLC
UNCHANGED
Shares26,202 from 26,202
Change0 (0%)
Value$6.5M (+$283.2K)
Filed 2026-10-16
William Allan Corp
INCREASED
Shares26,201 from 26,111
Change+90 (+0%)
Value$6.5M (+$304.8K)
Filed 2026-10-14
Pavion Blue Capital, LLC
INCREASED
Shares26,137 from 26,064
Change+73 (+0%)
Value$6.5M (+$299.9K)
Filed 2026-11-05
Vigilare Wealth Management
DECREASED
Shares26,077 from 26,347
Change-270 (-1%)
Value$6.5M (+$217.6K)
Filed 2026-10-29
Garner Asset Management Corp
INCREASED
Shares26,074 from 23,372
Change+2,702 (+12%)
Value$6.5M (+$924.3K)
Filed 2026-10-30
XXI Wealth, LLC
INCREASED
Shares26,064 from 21,156
Change+4,908 (+23%)
Value$6.5M (+$1.5M)
Filed 2026-10-22
Rothwell Investment Advisors, LLC
NEW
Shares26,058
Change+26,058
Value$6.5M
Filed 2026-11-06
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares26,049 from 27,788
Change-1,739 (-6%)
Value$6.5M (-$132.9K)
Filed 2026-10-13
Piar LLC
DECREASED
Shares26,040 from 27,505
Change-1,465 (-5%)
Value$6.5M (-$67.7K)
Filed 2026-10-21
William John Sempolinski
DECREASED
Shares25,924 from 26,124
Change-200 (-1%)
Value$6.5M (+$232.6K)
Filed 2026-10-20
GKV Capital Management Co., Inc.
INCREASED
Shares25,921 from 25,453
Change+468 (+2%)
Value$6.5M (+$391.7K)
Filed 2026-11-06
Essex Investment Management Co LLC
DECREASED
Shares25,879 from 27,062
Change-1,183 (-4%)
Value$6.4M (-$2.2K)
Filed 2026-10-19
First Command Advisory Services, Inc.
DECREASED
Shares25,875 from 27,671
Change-1,796 (-6%)
Value$6.4M (-$148.4K)
Filed 2026-11-05
Center for Financial Planning, Inc.
INCREASED
Shares25,804 from 25,220
Change+584 (+2%)
Value$6.4M (+$418.1K)
Filed 2026-10-26
Steel Grove Capital Advisors, LLC
INCREASED
Shares25,775 from 24,837
Change+938 (+4%)
Value$6.4M (+$502.2K)
Filed 2026-10-13
Enterprise Financial Services Corp
INCREASED
Shares25,766 from 25,597
Change+169 (+1%)
Value$6.4M (+$318.8K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares25,750 from 13,035
Change+12,715 (+98%)
Value$6.4M (+$3.3M)
Filed 2026-10-19
Alchemi Wealth, LLC
DECREASED
Shares25,724 from 26,820
Change-1,096 (-4%)
Value$6.4M (+$16.9K)
Filed 2026-11-04
Dutch Asset Corp
INCREASED
Shares25,710 from 24,824
Change+886 (+4%)
Value$6.4M (+$489.0K)
Filed 2026-10-20
Shoker Investment Counsel, Inc.
DECREASED
Shares25,683 from 25,718
Change-35 (0%)
Value$6.4M (+$269.6K)
Filed 2026-11-04
Fogel Capital Management, Inc.
INCREASED
Shares25,557 from 22,785
Change+2,772 (+12%)
Value$6.4M (+$937.0K)
Filed 2026-11-04
Summa Corp.
INCREASED
Shares25,443 from 22,339
Change+3,104 (+14%)
Value$6.3M (+$1.0M)
Filed 2026-10-30
Hendley & Co Inc
DECREASED
Shares25,423 from 41,222
Change-15,799 (-38%)
Value$6.3M (-$3.5M)
Filed 2026-10-29
Bluedoor Private Wealth, LLC
INCREASED
Shares25,413 from 25,300
Change+113 (+0%)
Value$6.3M (+$301.6K)
Filed 2026-11-05
Amarillo National Bank
DECREASED
Shares25,403 from 25,739
Change-336 (-1%)
Value$6.3M (+$194.5K)
Filed 2026-10-23
Blue Line Capital, LLC / IL
INCREASED
Shares25,369 from 22,529
Change+2,840 (+13%)
Value$6.3M (+$951.1K)
Filed 2026-11-04
Parisi Gray Wealth Management
INCREASED
Shares25,344 from 24,463
Change+881 (+4%)
Value$6.3M (+$484.1K)
Filed 2026-10-16
Baer Investment Advisory LLC
DECREASED
Shares25,327 from 25,604
Change-277 (-1%)
Value$6.3M (+$121.7K)
Filed 2026-10-13
E&G Advisors, LLC
INCREASED
Shares25,303 from 25,281
Change+22 (+0%)
Value$6.3M (+$278.8K)
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares25,296 from 22,299
Change+2,997 (+13%)
Value$6.3M (+$986.5K)
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
DECREASED
Shares25,242 from 25,309
Change-67 (0%)
Value$6.3M (+$256.9K)
Filed 2026-10-15
Channing Global Advisors, LLC
DECREASED
Shares25,217 from 28,106
Change-2,889 (-10%)
Value$6.3M (-$416.0K)
Filed 2026-11-03
Swiss RE LTD
INCREASED
Shares25,169 from 15,106
Change+10,063 (+67%)
Value$6.3M (+$2.7M)
Filed 2026-11-06
Quad-Cities Investment Group, LLC
DECREASED
Shares25,095 from 27,134
Change-2,039 (-8%)
Value$6.3M (-$214.7K)
Filed 2026-10-16
Valley Wealth Managers, Inc.
INCREASED
Shares25,046 from 24,662
Change+384 (+2%)
Value$6.2M (+$362.3K)
Filed 2026-10-09
Riggs Asset Managment Co. Inc.
INCREASED
Shares25,023 from 24,141
Change+882 (+4%)
Value$6.2M (+$480.7K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED
Shares25,010 from 24,701
Change+309 (+1%)
Value$6.2M (+$344.1K)
Filed 2026-10-14
Sage Rhino Capital LLC
DECREASED
Shares24,927 from 25,685
Change-758 (-3%)
Value$6.2M (+$88.8K)
Filed 2026-10-28
Aire Advisors, LLC
DECREASED
Shares24,891 from 25,214
Change-323 (-1%)
Value$6.2M (+$192.1K)
Filed 2026-10-22
Southland Equity Partners LLC
INCREASED
Shares24,829 from 24,064
Change+765 (+3%)
Value$6.2M (+$450.7K)
Filed 2026-10-14
Lakehouse Capital Pty Ltd
DECREASED
Shares24,794 from 28,542
Change-3,748 (-13%)
Value$6.2M (-$626.0K)
Filed 2026-10-06
Lantern Wealth Advisors, LLC
INCREASED
Shares24,776 from 22,116
Change+2,660 (+12%)
Value$6.2M (+$901.8K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares24,774 from 36,694
Change-11,920 (-32%)
Value$6.2M (-$2.6M)
Filed 2026-10-14
Vann Equity Management LLC
INCREASED
Shares24,738 from 23,967
Change+771 (+3%)
Value$6.2M (+$451.4K)
Filed 2026-10-08
StoneRidge PMG Advisors, LLC
NEW
Shares24,723
Change+24,723
Value$6.2M
Filed 2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares24,721 from 22,467
Change+2,254 (+10%)
Value$6.2M (+$804.4K)
Filed 2026-10-29
BlueSky Wealth Advisors, LLC
INCREASED
Shares24,714 from 23,720
Change+994 (+4%)
Value$6.2M (+$504.1K)
Filed 2026-10-29
Financial Perspectives, Inc
INCREASED
Shares24,686 from 24,039
Change+647 (+3%)
Value$6.2M (+$421.1K)
Filed 2026-11-03
Stonebridge Financial Planning Group, LLC
INCREASED
Shares24,598 from 24,112
Change+486 (+2%)
Value$6.1M (+$381.7K)
Filed 2026-11-06
Bourne Lent Asset Management Inc
DECREASED
Shares24,583 from 25,803
Change-1,220 (-5%)
Value$6.1M (-$25.0K)
Filed 2026-11-05
Horrell Capital Management, Inc.
DECREASED
Shares24,495 from 25,534
Change-1,039 (-4%)
Value$6.1M (+$17.2K)
Filed 2026-10-08
Harrington Investments, Inc
DECREASED
Shares24,483 from 24,952
Change-469 (-2%)
Value$6.1M (+$152.9K)
Filed 2026-10-14
Allen Operations LLC
UNCHANGED
Shares24,420 from 24,420
Change0 (0%)
Value$6.1M (+$264.0K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares24,316 from 24,368
Change-52 (0%)
Value$6.1M (+$250.5K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED
Shares24,249 from 24,800
Change-551 (-2%)
Value$6.0M (+$130.8K)
Filed 2026-10-28
Orser Capital Management, LLC
INCREASED
Shares24,231 from 24,051
Change+180 (+1%)
Value$6.0M (+$304.8K)
Filed 2026-10-13
HF Advisory Group, LLC
INCREASED
Shares24,216 from 21,117
Change+3,099 (+15%)
Value$6.0M (+$1.0M)
Filed 2026-10-09
Greenfield Savings Bank
DECREASED
Shares24,187 from 24,442
Change-255 (-1%)
Value$6.0M (+$200.7K)
Filed 2026-10-07
Emerald Advisors, LLC
DECREASED
Shares24,070 from 24,218
Change-148 (-1%)
Value$6.0M (+$224.9K)
Filed 2026-10-13
RD Finance Ltd
DECREASED
Shares24,065 from 48,830
Change-24,765 (-51%)
Value$6.0M (-$5.6M)
Filed 2026-10-26
Joseph Group Capital Management
INCREASED
Shares23,987 from 23,056
Change+931 (+4%)
Value$6.0M (+$481.2K)
Filed 2026-11-04
JGP Wealth Management, LLC
INCREASED
Shares23,938 from 23,207
Change+731 (+3%)
Value$6.0M (+$433.2K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares23,921 from 23,475
Change+446 (+2%)
Value$6.0M (+$364.9K)
Filed 2026-10-15
Montz Harcus Wealth Management LLC
DECREASED
Shares23,851 from 23,998
Change-147 (-1%)
Value$5.9M (+$222.8K)
Filed 2026-10-09
Ahara Advisors LLC
INCREASED
Shares23,825 from 21,611
Change+2,214 (+10%)
Value$5.9M (+$785.2K)
Filed 2026-10-29
Quantum Financial Advisors, LLC
INCREASED
Shares23,806 from 23,131
Change+675 (+3%)
Value$5.9M (+$418.2K)
Filed 2026-11-03
Greenup Street Wealth Management LLC
DECREASED
Shares23,761 from 24,804
Change-1,043 (-4%)
Value$5.9M (+$8.5K)
Filed 2026-10-28
Ballast, Inc.
INCREASED
Shares23,752 from 23,220
Change+532 (+2%)
Value$5.9M (+$383.6K)
Filed 2026-10-20
Missouri Trust & Investment Co
DECREASED
Shares23,725 from 24,203
Change-478 (-2%)
Value$5.9M (-$662.0K)
Filed 2026-11-04
Collaborative Fund Advisors, LLC
INCREASED
Shares23,714 from 18,725
Change+4,989 (+27%)
Value$5.9M (+$1.4M)
Filed 2026-11-02
Burford Brothers, Inc.
DECREASED
Shares23,701 from 23,782
Change-81 (0%)
Value$5.9M (+$236.9K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
INCREASED
Shares23,649 from 19,662
Change+3,987 (+20%)
Value$5.9M (+$1.2M)
Filed 2026-10-14
Fourpath Capital Management, LLC
DECREASED
Shares23,585 from 24,910
Change-1,325 (-5%)
Value$5.9M (-$60.8K)
Filed 2026-10-19
Tower Trust & Investment Co
INCREASED
Shares23,549 from 23,525
Change+24 (+0%)
Value$5.9M (+$260.3K)
Filed 2026-10-28
Abundance Wealth Counselors
DECREASED
Shares23,546 from 24,709
Change-1,163 (-5%)
Value$5.9M (-$22.6K)
Filed 2026-10-26
Silphium Asset Management Ltd
UNCHANGED
Shares23,528 from 23,528
Change0 (0%)
Value$5.9M (+$254.3K)
Filed 2026-10-27
Central Valley Advisors, LLC
DECREASED
Shares23,477 from 24,827
Change-1,350 (-5%)
Value$5.8M (-$68.0K)
Filed 2026-10-27
Foster Group, Inc.
INCREASED
Shares23,443 from 23,208
Change+235 (+1%)
Value$5.8M (+$309.4K)
Filed 2026-10-13
First National Bank Sioux Falls
DECREASED
Shares23,399 from 23,611
Change-212 (-1%)
Value$5.8M (-$65.8K)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares23,385 from 19,788
Change+3,597 (+18%)
Value$5.8M (+$1.1M)
Filed 2026-10-27
Brown Miller Wealth Management, LLC
DECREASED
Shares23,367 from 23,555
Change-188 (-1%)
Value$5.8M (+$207.8K)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares23,320 from 23,320
Change0 (0%)
Value$5.6M ($0)
Filed 2026-10-26
Rede Wealth, LLC
DECREASED
Shares23,314 from 23,559
Change-245 (-1%)
Value$5.8M (+$193.6K)
Filed 2026-10-22
Guardian Partners Inc.
INCREASED
Shares23,312 from 15,827
Change+7,485 (+47%)
Value$5.8M (+$2.0M)
Filed 2026-10-21
AMI Investment Management Inc
INCREASED
Shares23,294 from 18,851
Change+4,443 (+24%)
Value$5.8M (+$1.3M)
Filed 2026-10-27
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares23,281 from 30,895
Change-7,614 (-25%)
Value$5.8M (-$1.6M)
Filed 2026-10-14
Rational Advisors, Inc.
INCREASED
Shares23,276 from 18,698
Change+4,578 (+24%)
Value$5.8M (+$1.3M)
Filed 2026-11-02
Byrne Asset Management LLC
INCREASED
Shares23,193 from 22,805
Change+388 (+2%)
Value$5.8M (+$321.9K)
Filed 2026-10-06
Impact Capital Partners LLC
DECREASED
Shares23,115 from 26,175
Change-3,060 (-12%)
Value$5.8M (-$479.4K)
Filed 2026-10-22
JSF Financial, LLC
INCREASED
Shares23,026 from 23,013
Change+13 (+0%)
Value$5.7M (+$252.0K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
INCREASED
Shares23,023 from 20,233
Change+2,790 (+14%)
Value$5.7M (+$913.9K)
Filed 2026-10-29
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares23,013 from 24,242
Change-1,229 (-5%)
Value$5.7M (-$44.2K)
Filed 2026-11-02
Sustainable Insight Capital Management, LLC
INCREASED
Shares23,003 from 22,903
Change+100 (+0%)
Value$5.7M (+$272.5K)
Filed 2026-11-06
Parametrica Management Ltd
NEW
Shares23,000
Change+23,000
Value$5.7M
Filed 2026-10-27
Variant Private Wealth, LLC
INCREASED
Shares22,979 from 21,786
Change+1,193 (+5%)
Value$5.7M (+$532.8K)
Filed 2026-10-21
Marin Bay Wealth Advisors, LLC
INCREASED
Shares22,956 from 22,564
Change+392 (+2%)
Value$5.7M (+$341.6K)
Filed 2026-10-28
Gables Capital Management Inc.
DECREASED
Shares22,926 from 23,086
Change-160 (-1%)
Value$5.7M (+$209.7K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares22,896 from 22,654
Change+242 (+1%)
Value$5.7M (+$305.0K)
Filed 2026-11-03
Peak Financial Advisors LLC
DECREASED
Shares22,887 from 25,956
Change-3,069 (-12%)
Value$5.7M (-$484.1K)
Filed 2026-10-28
BankPlus Trust Department
INCREASED
Shares22,880 from 21,620
Change+1,260 (+6%)
Value$5.7M (+$547.6K)
Filed 2026-11-06
Eagle Wealth Advisors LLC
INCREASED
Shares22,856 from 22,483
Change+373 (+2%)
Value$5.7M (+$336.0K)
Filed 2026-10-20
PW Nova Financial Services LLC
DECREASED
Shares22,805 from 24,699
Change-1,894 (-8%)
Value$5.7M (-$204.9K)
Filed 2026-10-15
Crown Wealth Group, LLC
DECREASED
Shares22,802 from 23,825
Change-1,023 (-4%)
Value$5.7M (+$2.7K)
Filed 2026-10-19
OceanIQ Capital, LLC
INCREASED
Shares22,799 from 15,090
Change+7,709 (+51%)
Value$5.9M (+$1.8M)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares22,773 from 21,909
Change+864 (+4%)
Value$5.7M (+$452.1K)
Filed 2026-11-05
Redmond Asset Management, LLC
DECREASED
Shares22,769 from 23,558
Change-789 (-3%)
Value$5.7M (+$58.1K)
Filed 2026-10-27
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares22,736 from 23,161
Change-425 (-2%)
Value$5.7M (+$144.5K)
Filed 2026-10-09
Northwest Wealth Management, LLC
INCREASED
Shares22,730 from 21,319
Change+1,411 (+7%)
Value$5.7M (+$582.0K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares22,644 from 22,055
Change+589 (+3%)
Value$5.6M (+$385.2K)
Filed 2026-10-13
Ebert Capital Management Inc.
INCREASED
Shares22,634 from 22,456
Change+178 (+1%)
Value$5.6M (+$287.1K)
Filed 2026-10-08
Tanager Wealth Management LLP
INCREASED
Shares22,580 from 20,252
Change+2,328 (+12%)
Value$5.6M (+$798.9K)
Filed 2026-10-19
St. Johns Investment Management Company, LLC
DECREASED
Shares22,577 from 22,671
Change-94 (0%)
Value$5.6M (+$221.7K)
Filed 2026-10-30
Hartford Financial Management Inc.
DECREASED
Shares22,576 from 22,710
Change-134 (-1%)
Value$5.6M (+$212.1K)
Filed 2026-10-21
Index Fund Advisors, Inc.
DECREASED
Shares22,537 from 22,711
Change-174 (-1%)
Value$5.6M (+$202.2K)
Filed 2026-11-05
Wealth Group, Ltd.
DECREASED
Shares22,465 from 101,352
Change-78,887 (-78%)
Value$5.6M (-$18.6M)
Filed 2026-10-30
Green Ridge Wealth Planning LLC
DECREASED
Shares22,417 from 24,791
Change-2,374 (-10%)
Value$5.6M (-$323.5K)
Filed 2026-10-08
Rare Wolf Capital LLC
DECREASED
Shares22,363 from 23,766
Change-1,403 (-6%)
Value$5.6M (-$92.6K)
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares22,357 from 22,899
Change-542 (-2%)
Value$5.6M (+$112.5K)
Filed 2026-10-22
Harold Davidson & Associates Inc.
DECREASED
Shares22,341 from 22,460
Change-119 (-1%)
Value$5.6M (+$213.1K)
Filed 2026-10-29
Fulcrum Wealth Advisors, LLC
DECREASED
Shares22,331 from 22,542
Change-211 (-1%)
Value$5.6M (+$191.1K)
Filed 2026-10-16
Correct Capital Wealth Management
DECREASED
Shares22,300 from 23,299
Change-999 (-4%)
Value$5.6M (+$3.2K)
Filed 2026-11-02
SLT Holdings LLC
INCREASED
Shares22,280 from 21,485
Change+795 (+4%)
Value$5.6M (+$430.3K)
Filed 2026-10-15
GSG Advisors LLC
INCREASED
Shares22,253 from 21,318
Change+935 (+4%)
Value$5.5M (+$463.3K)
Filed 2026-11-03
ICW Investment Advisors LLC
DECREASED
Shares22,237 from 24,310
Change-2,073 (-9%)
Value$5.5M (-$253.6K)
Filed 2026-10-27
Keystone Wealth Services, LLC
INCREASED
Shares22,216 from 22,048
Change+168 (+1%)
Value$5.5M (+$225.1K)
Filed 2026-11-03
D'Orazio & Associates, Inc.
DECREASED
Shares22,204 from 23,115
Change-911 (-4%)
Value$5.5M (+$22.9K)
Filed 2026-11-04
AA Financial Advisors, LLC
INCREASED
Shares22,126 from 20,601
Change+1,525 (+7%)
Value$5.5M (+$602.5K)
Filed 2026-10-19
Hudson Canyon Capital Management
DECREASED
Shares22,102 from 23,225
Change-1,123 (-5%)
Value$5.5M (-$28.7K)
Filed 2026-11-04
Granite Islands Private Wealth, LLC
INCREASED
Shares22,100 from 21,804
Change+296 (+1%)
Value$5.5M (+$311.1K)
Filed 2026-10-16
Pinkerton Wealth, LLC
INCREASED
Shares22,031 from 21,886
Change+145 (+1%)
Value$5.5M (+$930.8K)
Filed 2026-10-29
AK Global Asset Management, LLC
DECREASED
Shares22,030 from 22,455
Change-425 (-2%)
Value$5.5M (+$136.8K)
Filed 2026-10-27
Prosperity Financial Group, Inc.
INCREASED
Shares22,012 from 21,781
Change+231 (+1%)
Value$5.5M (+$293.0K)
Filed 2026-10-29
Ted Buchan & Co
DECREASED
Shares22,008 from 22,872
Change-864 (-4%)
Value$5.5M (+$32.0K)
Filed 2026-10-23
May Hill Capital, LLC
INCREASED
Shares22,006 from 19,931
Change+2,075 (+10%)
Value$5.5M (+$732.3K)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
INCREASED
Shares22,000 from 19,731
Change+2,269 (+12%)
Value$5.5M (+$778.6K)
Filed 2026-11-06
First Bank & Trust
DECREASED
Shares21,984 from 22,455
Change-471 (-2%)
Value$5.5M (+$125.4K)
Filed 2026-10-19
Barings LLC
INCREASED
Shares21,974 from 21,520
Change+454 (+2%)
Value$5.5M (+$345.7K)
Filed 2026-10-22
Beaumont Asset Management, L.L.C.
INCREASED
Shares21,912 from 21,864
Change+48 (+0%)
Value$5.5M (+$248.3K)
Filed 2026-10-16
Aldebaran Financial Inc.
DECREASED
Shares21,832 from 22,014
Change-182 (-1%)
Value$5.4M (+$192.6K)
Filed 2026-11-06
Capstone Wealth Management Group, LLC
INCREASED
Shares21,825 from 13,047
Change+8,778 (+67%)
Value$4.8M (+$1.7M)
Filed 2026-11-05
Global Trust Asset Management, LLC
INCREASED
Shares21,787 from 21,685
Change+102 (+0%)
Value$5.4M (+$259.9K)
Filed 2026-10-19
Signature Wealth Management Partners, LLC
INCREASED
Shares21,784 from 21,672
Change+112 (+1%)
Value$5.4M (+$262.2K)
Filed 2026-10-21
Daytona Street Capital LLC
INCREASED
Shares21,765 from 20,374
Change+1,391 (+7%)
Value$5.5M (+$503.5K)
Filed 2026-10-15
Econ Financial Services Corp
INCREASED
Shares21,683 from 21,453
Change+230 (+1%)
Value$5.4M (+$289.2K)
Filed 2026-10-19
Strong Retirement Solutions LLC
DECREASED
Shares21,669 from 22,201
Change-532 (-2%)
Value$5.4M (+$107.4K)
Filed 2026-10-07
Core Wealth Partners LLC
INCREASED
Shares21,592 from 21,426
Change+166 (+1%)
Value$5.4M (+$273.0K)
Filed 2026-11-02
Essex LLC
INCREASED
Shares21,586 from 20,329
Change+1,257 (+6%)
Value$5.4M (+$532.9K)
Filed 2026-10-14
Tactive Advisors, LLC
DECREASED
Shares21,558 from 21,671
Change-113 (-1%)
Value$5.4M (+$206.0K)
Filed 2026-10-08
Patten Group, Inc.
INCREASED
Shares21,506 from 20,063
Change+1,443 (+7%)
Value$5.4M (+$576.4K)
Filed 2026-10-26
Boomfish Wealth Group, LLC
DECREASED
Shares21,498 from 21,789
Change-291 (-1%)
Value$5.4M (+$163.0K)
Filed 2026-10-22
Ulland Investment Advisors, LLC
UNCHANGED
Shares21,457 from 21,457
Change0 (0%)
Value$5.3M (+$232.0K)
Filed 2026-10-13
Iams Wealth Management, LLC
DECREASED
Shares21,427 from 23,100
Change-1,673 (-7%)
Value$5.3M (-$167.1K)
Filed 2026-10-15
Clearwave Capital, LLC
INCREASED
Shares21,386 from 21,138
Change+248 (+1%)
Value$5.3M (+$290.3K)
Filed 2026-10-27
Vertrix Wealth Management, LLC
INCREASED
Shares21,378 from 17,634
Change+3,744 (+21%)
Value$5.3M (+$1.1M)
Filed 2026-10-13
Texas Bank & Trust Co
INCREASED
Shares21,371 from 21,157
Change+214 (+1%)
Value$5.3M (+$282.0K)
Filed 2026-11-04
ASK Capital Investment Managers, LLC
NEW
Shares21,343
Change+21,343
Value$5.3M
Filed 2026-10-14
Herold Advisors, Inc.
DECREASED
Shares21,256 from 21,589
Change-333 (-2%)
Value$5.3M (+$140.9K)
Filed 2026-10-19
Cooper Investors PTY LTD
DECREASED
Shares21,239 from 25,707
Change-4,468 (-17%)
Value$5.3M (-$835.3K)
Filed 2026-10-13
Waterfront Wealth Inc.
DECREASED
Shares21,212 from 21,252
Change-40 (0%)
Value$5.6M (+$346.9K)
Filed 2026-11-03
Bingham Private Wealth, LLC
DECREASED
Shares21,145 from 21,899
Change-754 (-3%)
Value$5.3M (+$48.9K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares21,132 from 31,165
Change-10,033 (-32%)
Value$5.3M (-$2.2M)
Filed 2026-10-15
Corps Capital Advisors, LLC
DECREASED
Shares21,121 from 21,247
Change-126 (-1%)
Value$5.3M (+$198.3K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares21,055 from 19,529
Change+1,526 (+8%)
Value$5.2M (+$591.3K)
Filed 2026-10-09
Fiduciary Financial Group, LLC
DECREASED
Shares21,049 from 21,192
Change-143 (-1%)
Value$5.2M (+$193.5K)
Filed 2026-10-13
Gunderson Capital Management LLC
INCREASED
Shares21,032 from 5,173
Change+15,859 (+307%)
Value$5.2M (+$4.0M)
Filed 2026-10-15
Credit Capital Investments LLC
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$5.2M (+$227.0K)
Filed 2026-10-22
Fjell Capital, LLC
INCREASED
Shares20,967 from 19,752
Change+1,215 (+6%)
Value$5.2M (+$516.2K)
Filed 2026-10-13
Apex Wealth Management, LLC
INCREASED
Shares20,876 from 20,845
Change+31 (+0%)
Value$5.2M (+$233.1K)
Filed 2026-10-20
Diligent Investors, LLC
DECREASED
Shares20,861 from 21,213
Change-352 (-2%)
Value$5.2M (+$141.6K)
Filed 2026-10-21
Lederer & Associates Investment Counsel
DECREASED
Shares20,821 from 21,397
Change-576 (-3%)
Value$5.2M (+$88.0K)
Filed 2026-10-23
Churchill Financial Advisors, LLC
INCREASED
Shares20,759 from 17,737
Change+3,022 (+17%)
Value$5.2M (+$944.7K)
Filed 2026-10-20
Sather Financial Group Inc
INCREASED
Shares20,751 from 20,426
Change+325 (+2%)
Value$5.2M (+$301.8K)
Filed 2026-10-30
Riversedge Advisors, LLC
INCREASED
Shares20,736 from 19,545
Change+1,191 (+6%)
Value$5.2M (+$508.0K)
Filed 2026-10-09
OMC Financial Services LTD
DECREASED
Shares20,715 from 22,339
Change-1,624 (-7%)
Value$5.2M (-$163.1K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares20,713
Change+20,713
Value$5.2M
Filed 2026-10-26
Marino, Stram & Associates LLC
INCREASED
Shares20,712 from 20,572
Change+140 (+1%)
Value$5.2M (+$257.3K)
Filed 2026-10-22
City State Bank
INCREASED
Shares20,681 from 20,591
Change+90 (+0%)
Value$5.2M (+$245.0K)
Filed 2026-10-20
Lighthouse Financial Services Inc
INCREASED
Shares20,597 from 20,557
Change+40 (+0%)
Value$5.1M (+$163.2K)
Filed 2026-11-02
Semus Wealth Partners LLC
DECREASED
Shares20,506 from 20,510
Change-4 (0%)
Value$5.1M (+$220.7K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
DECREASED
Shares20,491 from 25,696
Change-5,205 (-20%)
Value$5.1M (-$1.0M)
Filed 2026-10-21
Watchman Group, Inc.
INCREASED
Shares20,468 from 20,308
Change+160 (+1%)
Value$5.1M (+$259.4K)
Filed 2026-10-16
Brucke Financial, Inc.
DECREASED
Shares20,458 from 22,105
Change-1,647 (-7%)
Value$5.1M (-$171.4K)
Filed 2026-10-23
Mystic Asset Management, Inc.
DECREASED
Shares20,453 from 25,661
Change-5,208 (-20%)
Value$5.1M (-$1.0M)
Filed 2026-10-15
Waterway Wealth Management, LLC
DECREASED
Shares20,444 from 20,662
Change-218 (-1%)
Value$5.1M (+$169.0K)
Filed 2026-10-28
Herbst Group, LLC
DECREASED
Shares20,423 from 20,843
Change-420 (-2%)
Value$5.1M (+$120.7K)
Filed 2026-10-20
Paradigm Asset Management Co LLC
DECREASED
Shares20,350 from 21,850
Change-1,500 (-7%)
Value$5.1M (-$137.5K)
Filed 2026-11-05
W.H. Cornerstone Investments Inc.
DECREASED
Shares20,337 from 20,599
Change-262 (-1%)
Value$5.1M (+$157.4K)
Filed 2026-11-03
Bank of Stockton
DECREASED
Shares20,318 from 21,073
Change-755 (-4%)
Value$5.1M (+$39.7K)
Filed 2026-10-20
Lipe & Dalton
DECREASED
Shares20,303 from 20,403
Change-100 (0%)
Value$5.1M (+$195.0K)
Filed 2026-10-15
Rose Capital Advisors LLC
INCREASED
Shares20,181 from 8,037
Change+12,144 (+151%)
Value$5.0M (+$3.1M)
Filed 2026-11-04
Spectrum Strategic Capital Management, LLC
INCREASED
Shares20,157 from 18,699
Change+1,458 (+8%)
Value$5.0M (+$565.4K)
Filed 2026-10-22
McHugh Group, LLC
DECREASED
Shares20,135 from 20,235
Change-100 (0%)
Value$5.0M (+$193.8K)
Filed 2026-10-19
Opinicus Capital, Inc.
DECREASED
Shares20,129 from 20,145
Change-16 (0%)
Value$5.0M (+$213.8K)
Filed 2026-10-28
Sageworth Trust Co of South Dakota
DECREASED
Shares20,112 from 20,347
Change-235 (-1%)
Value$5.0M (+$161.4K)
Filed 2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED
Shares20,104 from 19,731
Change+373 (+2%)
Value$5.0M (+$306.2K)
Filed 2026-10-22
Bosman Wealth Management, LLC
INCREASED
Shares20,076 from 20,069
Change+7 (+0%)
Value$5.0M (+$218.6K)
Filed 2026-10-28
Traphagen Investment Advisors LLC
INCREASED
Shares20,046 from 19,629
Change+417 (+2%)
Value$5.0M (+$316.1K)
Filed 2026-10-14
Kesler, Norman & Wride, LLC
INCREASED
Shares20,031 from 19,379
Change+652 (+3%)
Value$5.0M (+$372.0K)
Filed 2026-11-06
Aspen Investment Management Inc
DECREASED
Shares20,030 from 20,100
Change-70 (0%)
Value$5.0M (+$199.0K)
Filed 2026-11-05
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares20,014 from 18,689
Change+1,325 (+7%)
Value$5.0M (+$532.2K)
Filed 2026-10-14
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares20,001 from 23,451
Change-3,450 (-15%)
Value$5.0M (-$606.1K)
Filed 2026-11-06
Commonwealth Financial Services, LLC
DECREASED
Shares19,981 from 25,320
Change-5,339 (-21%)
Value$5.0M (-$69.3K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares19,941 from 17,176
Change+2,765 (+16%)
Value$5.0M (+$874.6K)
Filed 2026-10-29
Boltwood Capital Management
INCREASED
Shares19,899 from 19,149
Change+750 (+4%)
Value$5.0M (+$393.9K)
Filed 2026-10-02
Harfst & Associates, Inc.
INCREASED
Shares19,891 from 19,434
Change+457 (+2%)
Value$5.0M (+$323.9K)
Filed 2026-10-20
Woodward Diversified Capital, LLC
DECREASED
Shares19,806 from 20,310
Change-504 (-2%)
Value$4.9M (+$94.0K)
Filed 2026-10-21
Constitution Capital LLC
DECREASED
Shares19,795 from 20,195
Change-400 (-2%)
Value$4.9M (+$118.6K)
Filed 2026-10-23
Pinion Investment Advisors, LLC
INCREASED
Shares19,769 from 19,652
Change+117 (+1%)
Value$4.9M (+$241.6K)
Filed 2026-11-04
Alessandra Capital Management, LLC
DECREASED
Shares19,726 from 21,937
Change-2,211 (-10%)
Value$4.9M (-$313.7K)
Filed 2026-10-30
Stillwater Wealth Management Group
INCREASED
Shares19,671 from 19,540
Change+131 (+1%)
Value$4.9M (+$243.9K)
Filed 2026-10-21
Obsidian CIO, LLC
DECREASED
Shares19,583 from 20,102
Change-519 (-3%)
Value$4.9M (+$88.1K)
Filed 2026-11-05
Dixon Fnancial Services, Inc.
UNCHANGED
Shares19,569 from 19,569
Change0 (0%)
Value$4.9M (+$211.5K)
Filed 2026-10-23
One Wealth Capital Management, LLC
DECREASED
Shares19,562 from 23,687
Change-4,125 (-17%)
Value$4.9M (-$771.7K)
Filed 2026-10-23
Seven Mile Advisory
INCREASED
Shares19,539 from 19,363
Change+176 (+1%)
Value$4.9M (+$253.3K)
Filed 2026-10-22
Biltmore Family Office, LLC
INCREASED
Shares19,538 from 19,430
Change+108 (+1%)
Value$4.9M (+$236.9K)
Filed 2026-11-03
Turn8 Private Wealth Inc.
INCREASED
Shares19,525 from 19,084
Change+441 (+2%)
Value$4.9M (-$16.3K)
Filed 2026-11-05
Wilkerson Advisory Group LLC
INCREASED
Shares19,516 from 18,916
Change+600 (+3%)
Value$4.9M (+$354.1K)
Filed 2026-10-20
Wiregrass Investment Management LLC
DECREASED
Shares19,440 from 19,672
Change-232 (-1%)
Value$4.8M (+$154.8K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
INCREASED
Shares19,428 from 18,956
Change+472 (+2%)
Value$4.8M (+$322.5K)
Filed 2026-10-14
Meridian Financial Partners LLC
INCREASED
Shares19,420 from 19,338
Change+82 (+0%)
Value$4.9M (+$17.1K)
Filed 2026-10-23
Retirement Planning Co of New England, Inc.
DECREASED
Shares19,391 from 19,955
Change-564 (-3%)
Value$4.8M (+$75.2K)
Filed 2026-10-15
Rockingstone Advisors LLC
INCREASED
Shares19,390 from 19,320
Change+70 (+0%)
Value$4.8M (+$226.3K)
Filed 2026-10-16
Elmwood Wealth Management, Inc.
DECREASED
Shares19,349 from 19,394
Change-45 (0%)
Value$4.8M (+$198.4K)
Filed 2026-10-14
Tilia Fiduciary Partners, Inc.
INCREASED
Shares19,344 from 10,603
Change+8,741 (+82%)
Value$4.8M (+$2.3M)
Filed 2026-10-09
Jacobsen Capital Management
INCREASED
Shares19,336 from 19,304
Change+32 (+0%)
Value$4.8M (+$216.7K)
Filed 2026-10-27
Morton Capital Management LLC
DECREASED
Shares19,326 from 19,886
Change-560 (-3%)
Value$4.8M (+$75.4K)
Filed 2026-10-23
Rubicon Advisors, GP
DECREASED
Shares19,324 from 19,421
Change-97 (0%)
Value$4.8M (+$185.8K)
Filed 2026-10-23
Well Done, LLC
INCREASED
Shares19,304 from 16,967
Change+2,337 (+14%)
Value$4.8M (+$765.7K)
Filed 2026-10-20
D.B. Root & Company, LLC
DECREASED
Shares19,297 from 19,624
Change-327 (-2%)
Value$4.8M (+$130.7K)
Filed 2026-11-04
Corbyn Investment Management Inc
DECREASED
Shares19,276 from 19,961
Change-685 (-3%)
Value$4.8M (+$45.1K)
Filed 2026-10-30
BridgePort Financial Solutions, LLC
INCREASED
Shares19,156 from 17,887
Change+1,269 (+7%)
Value$4.8M (+$509.5K)
Filed 2026-11-02
Edge Wealth Management LLC
DECREASED
Shares19,126 from 21,337
Change-2,211 (-10%)
Value$4.8M (-$296.3K)
Filed 2026-10-13
Koa Wealth Management, LLC
INCREASED
Shares19,117 from 18,338
Change+779 (+4%)
Value$4.8M (+$392.3K)
Filed 2026-10-14
Cap Partners, LLC
INCREASED
Shares19,100 from 18,604
Change+496 (+3%)
Value$4.8M (+$324.7K)
Filed 2026-10-19
Carmel Capital Partners, LLC
DECREASED
Shares19,094 from 32,207
Change-13,113 (-41%)
Value$4.8M (-$2.9M)
Filed 2026-11-03
River Street Advisors LLC
INCREASED
Shares19,060 from 18,358
Change+702 (+4%)
Value$4.7M (+$373.4K)
Filed 2026-10-22
NBH Bank
INCREASED
Shares19,056 from 17,923
Change+1,133 (+6%)
Value$4.7M (+$476.0K)
Filed 2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares19,051 from 17,336
Change+1,715 (+10%)
Value$4.7M (+$614.7K)
Filed 2026-10-20
Kampmann Melissa S.
INCREASED
Shares19,030 from 18,955
Change+75 (+0%)
Value$4.7M (+$223.6K)
Filed 2026-10-28
Peddock Capital Advisors, LLC
DECREASED
Shares19,019 from 19,072
Change-53 (0%)
Value$4.7M (+$193.0K)
Filed 2026-10-16
Karras Company, Inc.
INCREASED
Shares18,999 from 17,948
Change+1,051 (+6%)
Value$4.7M (+$455.9K)
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
INCREASED
Shares18,983 from 17,076
Change+1,907 (+11%)
Value$4.7M (+$659.6K)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares18,968 from 19,123
Change-155 (-1%)
Value$4.7M (+$168.1K)
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares18,948 from 20,004
Change-1,056 (-5%)
Value$4.7M (-$46.9K)
Filed 2026-10-20
Legacy Edge Advisors, LLC
INCREASED
Shares18,944 from 18,840
Change+104 (+1%)
Value$4.7M (+$229.6K)
Filed 2026-11-06
Clarus Group, Inc.
DECREASED
Shares18,941 from 19,218
Change-277 (-1%)
Value$4.7M (+$138.7K)
Filed 2026-10-21
Elevation Wealth Management LLC
INCREASED
Shares18,911 from 18,530
Change+381 (+2%)
Value$4.7M (+$295.1K)
Filed 2026-11-02
Bangor Savings Bank
DECREASED
Shares18,882 from 20,064
Change-1,182 (-6%)
Value$4.7M (-$77.6K)
Filed 2026-10-06
Capital Square, LLC
DECREASED
Shares18,849 from 19,104
Change-255 (-1%)
Value$4.7M (+$9.3K)
Filed 2026-10-19
Etesian Wealth Advisors, Inc.
DECREASED
Shares18,838 from 19,217
Change-379 (-2%)
Value$4.7M (+$113.3K)
Filed 2026-10-27
Hourglass Capital, LLC
UNCHANGED
Shares18,820 from 18,820
Change0 (0%)
Value$4.7M (+$203.4K)
Filed 2026-10-26
Garrison Bradford & Associates Inc
DECREASED
Shares18,816 from 20,079
Change-1,263 (-6%)
Value$4.7M (-$96.0K)
Filed 2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares18,790 from 18,804
Change-14 (0%)
Value$4.9M (+$330.7K)
Filed 2026-10-21
Goldstein Advisors, LLC
DECREASED
Shares18,781 from 20,378
Change-1,597 (-8%)
Value$4.7M (-$177.6K)
Filed 2026-10-15
MW Advisory, LLC
INCREASED
Shares18,768 from 15,108
Change+3,660 (+24%)
Value$4.7M (+$1.1M)
Filed 2026-10-19
EdgeRock Capital LLC
INCREASED
Shares18,745 from 17,223
Change+1,522 (+9%)
Value$4.7M (+$565.4K)
Filed 2026-11-03
Weaver Consulting Group
INCREASED
Shares18,741 from 18,035
Change+706 (+4%)
Value$4.7M (+$370.9K)
Filed 2026-10-07
Coyle Financial Counsel LLC
DECREASED
Shares18,737 from 19,054
Change-317 (-2%)
Value$4.7M (+$127.0K)
Filed 2026-10-28
WealthCare Asset Management, LLC
DECREASED
Shares18,722 from 40,156
Change-21,434 (-53%)
Value$4.7M (-$4.9M)
Filed 2026-10-26
Lynch & Associates
INCREASED
Shares18,720 from 18,372
Change+348 (+2%)
Value$4.7M (+$285.3K)
Filed 2026-10-13
Gallagher Capital Advisors, LLC
DECREASED
Shares18,712 from 18,720
Change-8 (0%)
Value$4.7M (+$200.4K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
INCREASED
Shares18,701 from 18,015
Change+686 (+4%)
Value$4.7M (+$365.7K)
Filed 2026-11-04
Strategy Asset Managers LLC
DECREASED
Shares18,659 from 18,838
Change-179 (-1%)
Value$4.6M (+$158.9K)
Filed 2026-10-14
Eagle Wealth Strategies LLC
DECREASED
Shares18,658 from 18,784
Change-126 (-1%)
Value$4.6M (+$171.7K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
DECREASED
Shares18,651 from 20,644
Change-1,993 (-10%)
Value$4.6M (-$273.4K)
Filed 2026-10-21
Benedict Financial Advisors Inc
DECREASED
Shares18,620 from 19,856
Change-1,236 (-6%)
Value$4.6M (-$93.3K)
Filed 2026-10-07
Global Financial Private Client, LLC
INCREASED
Shares18,610 from 17,413
Change+1,197 (+7%)
Value$4.6M (+$486.7K)
Filed 2026-10-15
Vision Financial Markets LLC
DECREASED
Shares18,516 from 18,876
Change-360 (-2%)
Value$4.6M (+$91.9K)
Filed 2026-10-22
Providence Wealth Advisors, LLC
INCREASED
Shares18,512 from 18,361
Change+151 (+1%)
Value$4.7M (+$161.9K)
Filed 2026-10-29
Vista Capital Partners, Inc.
INCREASED
Shares18,369 from 17,617
Change+752 (+4%)
Value$4.6M (+$377.8K)
Filed 2026-11-06
PUREfi Wealth, LLC
INCREASED
Shares18,341 from 15,990
Change+2,351 (+15%)
Value$4.6M (+$758.6K)
Filed 2026-10-19
Purkiss Capital Advisors LLC
DECREASED
Shares18,337 from 18,530
Change-193 (-1%)
Value$4.6M (+$152.2K)
Filed 2026-11-06
Kassira Wealth Management LLC
DECREASED
Shares18,326 from 18,342
Change-16 (0%)
Value$4.6M (+$194.3K)
Filed 2026-10-28
Mountain Hill Investment Partners Corp.
DECREASED
Shares18,258 from 18,323
Change-65 (0%)
Value$4.5M (+$181.9K)
Filed 2026-10-23
Insight Inv LLC
INCREASED
Shares18,243 from 17,673
Change+570 (+3%)
Value$4.5M (+$333.1K)
Filed 2026-10-27
Hengehold Capital Management LLC
DECREASED
Shares18,221 from 18,697
Change-476 (-3%)
Value$4.5M (+$83.5K)
Filed 2026-10-16
ANB Bank
INCREASED
Shares18,195 from 16,581
Change+1,614 (+10%)
Value$4.5M (+$581.4K)
Filed 2026-10-09
Valley Brook Capital Group, Inc.
INCREASED
Shares18,183 from 18,133
Change+50 (+0%)
Value$4.5M (+$208.5K)
Filed 2026-10-26
Integral Investment Advisors, Inc.
DECREASED
Shares18,174 from 19,339
Change-1,165 (-6%)
Value$4.5M (-$81.2K)
Filed 2026-11-03
Trellis Wealth Advisors LLC
DECREASED
Shares18,163 from 20,735
Change-2,572 (-12%)
Value$4.5M (-$416.7K)
Filed 2026-10-19
Madrona Financial Services, LLC
INCREASED
Shares18,149 from 11,176
Change+6,973 (+62%)
Value$4.5M (+$1.9M)
Filed 2026-10-23
Opulen Financial Group LLC
INCREASED
Shares18,108 from 17,917
Change+191 (+1%)
Value$4.5M (+$241.3K)
Filed 2026-10-22
Syntegra Private Wealth Group, LLC
INCREASED
Shares18,095 from 17,647
Change+448 (+3%)
Value$4.5M (+$302.5K)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
INCREASED
Shares18,073 from 15,938
Change+2,135 (+13%)
Value$4.5M (+$704.2K)
Filed 2026-10-20
First Affirmative Financial Network
NEW
Shares18,068
Change+18,068
Value$4.5M
Filed 2026-10-21
LCM Capital Management Inc
INCREASED
Shares18,063 from 18,019
Change+44 (+0%)
Value$4.5M (+$205.7K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares18,036 from 16,629
Change+1,407 (+8%)
Value$4.5M (+$530.3K)
Filed 2026-10-21
Fusion Capital, LLC
DECREASED
Shares18,024 from 18,208
Change-184 (-1%)
Value$4.5M (+$150.9K)
Filed 2026-10-28
55 North Private Wealth, LLC
INCREASED
Shares18,005 from 16,557
Change+1,448 (+9%)
Value$4.5M (+$539.8K)
Filed 2026-10-20
JBR Co Financial Management Inc
DECREASED
Shares17,988 from 18,242
Change-254 (-1%)
Value$4.3M (-$98)
Filed 2026-10-13
Encompass More Asset Management
INCREASED
Shares17,923 from 13,642
Change+4,281 (+31%)
Value$4.5M (+$1.2M)
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares17,918 from 17,498
Change+420 (+2%)
Value$4.5M (+$293.8K)
Filed 2026-11-05
Postrock Partners LLC
INCREASED
Shares17,902 from 17,741
Change+161 (+1%)
Value$4.5M (+$231.9K)
Filed 2026-11-02
Balentine LLC
DECREASED
Shares17,891 from 21,235
Change-3,344 (-16%)
Value$4.5M (-$603.6K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares17,886 from 17,579
Change+307 (+2%)
Value$4.5M (+$266.5K)
Filed 2026-10-21
Aspire Private Capital, LLC
DECREASED
Shares17,848 from 19,624
Change-1,776 (-9%)
Value$4.4M (-$230.4K)
Filed 2026-11-05
Legacy Bridge, LLC
DECREASED
Shares17,837 from 18,992
Change-1,155 (-6%)
Value$4.4M (-$82.5K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares17,812 from 17,476
Change+336 (+2%)
Value$4.4M (+$272.6K)
Filed 2026-10-29
Bria Capital Group, LLC
INCREASED
Shares17,810 from 9,690
Change+8,120 (+84%)
Value$4.4M (+$2.1M)
Filed 2026-10-22
Outfitters Financial LLC
DECREASED
Shares17,800 from 17,990
Change-190 (-1%)
Value$4.4M (+$147.1K)
Filed 2026-10-23
Signet Investment Advisory Group, Inc.
INCREASED
Shares17,752 from 17,413
Change+339 (+2%)
Value$4.4M (+$272.7K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED
Shares17,715 from 13,611
Change+4,104 (+30%)
Value$4.4M (+$1.2M)
Filed 2026-11-02
Tortuga Wealth Management, Inc
INCREASED
Shares17,709 from 16,799
Change+910 (+5%)
Value$4.4M (+$408.3K)
Filed 2026-10-27
Rye Brook Capital LLC
INCREASED
Shares17,669 from 15,804
Change+1,865 (+12%)
Value$4.4M (+$635.0K)
Filed 2026-10-07
Essential Investment Partners LLC
INCREASED
Shares17,669 from 15,946
Change+1,723 (+11%)
Value$4.4M (+$601.7K)
Filed 2026-10-27
Northcape Wealth Management, LLC
INCREASED
Shares17,624 from 17,605
Change+19 (+0%)
Value$4.4M (+$195.0K)
Filed 2026-11-04
Marion Wealth Management
INCREASED
Shares17,559 from 17,323
Change+236 (+1%)
Value$4.4M (+$246.1K)
Filed 2026-10-22
Dudley Capital Management, LLC
INCREASED
Shares17,512 from 17,077
Change+435 (+3%)
Value$4.4M (+$293.0K)
Filed 2026-10-23
Odyssey Capital Advisors, Inc.
DECREASED
Shares17,458 from 17,756
Change-298 (-2%)
Value$4.3M (+$117.7K)
Filed 2026-10-26
Leibman Financial Services, Inc.
DECREASED
Shares17,397 from 17,653
Change-256 (-1%)
Value$4.3M (+$127.1K)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED
Shares17,396 from 17,406
Change-10 (0%)
Value$4.3M (+$185.7K)
Filed 2026-10-30
Affiance Financial, LLC
INCREASED
Shares17,388 from 16,593
Change+795 (+5%)
Value$4.3M (+$377.4K)
Filed 2026-10-15
Orrstown Financial Services Inc
DECREASED
Shares17,351 from 17,437
Change-86 (0%)
Value$4.3M (+$167.1K)
Filed 2026-10-14
Mechanics Financial Corp
INCREASED
Shares17,313 from 17,003
Change+310 (+2%)
Value$4.3M (+$261.0K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED
Shares17,299 from 17,246
Change+53 (+0%)
Value$4.3M (+$141.7K)
Filed 2026-10-09
Private Client Services, LLC
INCREASED
Shares17,268 from 14,136
Change+3,132 (+22%)
Value$4.3M (+$933.2K)
Filed 2026-10-02
New England Research & Management, Inc.
INCREASED
Shares17,256 from 17,079
Change+177 (+1%)
Value$4.3M (+$228.7K)
Filed 2026-10-16
Asset Advisory Group, Inc.
INCREASED
Shares17,254 from 17,246
Change+8 (+0%)
Value$4.3M (+$188.4K)
Filed 2026-10-20
Veracity Capital LLC
INCREASED
Shares17,251 from 16,932
Change+319 (+2%)
Value$4.3M (+$262.5K)
Filed 2026-10-08
CrossGen Wealth, LLC
INCREASED
Shares17,233 from 16,818
Change+415 (+2%)
Value$4.3M (+$285.2K)
Filed 2026-10-30
Atala Financial Inc
INCREASED
Shares17,209 from 14,540
Change+2,669 (+18%)
Value$4.3M (+$822.2K)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED
Shares17,191 from 4,529
Change+12,662 (+280%)
Value$4.3M (+$3.2M)
Filed 2026-10-19
Sawyer & Company, Inc
DECREASED
Shares17,178 from 17,452
Change-274 (-2%)
Value$4.3M (+$120.4K)
Filed 2026-10-21
Clarity Wealth Advisors, LLC
DECREASED
Shares17,176 from 17,481
Change-305 (-2%)
Value$4.3M (+$113.0K)
Filed 2026-10-21
Hager Investment Management Services, LLC
DECREASED
Shares17,157 from 18,976
Change-1,819 (-10%)
Value$4.3M (-$248.2K)
Filed 2026-11-04
Wealth Science Advisors LLC
DECREASED
Shares17,125 from 17,319
Change-194 (-1%)
Value$4.3M (+$138.9K)
Filed 2026-10-09
CFS Investment Advisory Services, LLC
INCREASED
Shares17,086 from 14,831
Change+2,255 (+15%)
Value$4.4M (+$779.9K)
Filed 2026-10-19
StoryOne LLC
INCREASED
Shares17,074 from 8,776
Change+8,298 (+95%)
Value$4.3M (+$2.2M)
Filed 2026-10-13
Greenbush Financial Group, LLC
INCREASED
Shares17,056 from 15,976
Change+1,080 (+7%)
Value$4.2M (+$441.8K)
Filed 2026-10-15
PCA Investment Advisory Services Inc.
INCREASED
Shares17,047 from 16,945
Change+102 (+1%)
Value$4.2M (+$208.6K)
Filed 2026-10-13
Jm2 Capital Inc.
INCREASED
Shares17,040 from 16,926
Change+114 (+1%)
Value$4.2M (+$211.4K)
Filed 2026-10-14
LifeWealth Investments, LLC
DECREASED
Shares17,012 from 20,560
Change-3,548 (-17%)
Value$4.2M (-$661.8K)
Filed 2026-10-21
Godsey & Gibb, Inc
INCREASED
Shares16,993 from 16,936
Change+57 (+0%)
Value$4.2M (+$197.3K)
Filed 2026-10-14
Antonelli Financial Advisors, LLC
DECREASED
Shares16,982 from 17,679
Change-697 (-4%)
Value$4.2M (+$17.0K)
Filed 2026-10-13
Trust Co of the South
DECREASED
Shares16,942 from 17,293
Change-351 (-2%)
Value$4.2M (+$99.5K)
Filed 2026-10-21
Sanders Morris Harris LLC
INCREASED
Shares16,924 from 3,670
Change+13,254 (+361%)
Value$4.2M (+$3.3M)
Filed 2026-10-14
Keeler Thomas Management LLC
DECREASED
Shares16,916 from 17,296
Change-380 (-2%)
Value$4.2M (+$92.3K)
Filed 2026-10-29
Mitchell Sinkler & Starr
INCREASED
Shares16,915 from 16,862
Change+53 (+0%)
Value$4.2M (+$195.5K)
Filed 2026-10-13
Whelan Financial
INCREASED
Shares16,873 from 14,825
Change+2,048 (+14%)
Value$4.2M (+$670.5K)
Filed 2026-10-28
Wealth Architects, LLC
DECREASED
Shares16,872 from 18,678
Change-1,806 (-10%)
Value$4.2M (-$248.1K)
Filed 2026-11-03
Ullmann Wealth Partners Group, LLC
INCREASED
Shares16,813 from 15,912
Change+901 (+6%)
Value$4.2M (+$396.5K)
Filed 2026-11-02
Toth Financial Advisory Corp
INCREASED
Shares16,762 from 16,596
Change+166 (+1%)
Value$4.2M (+$220.8K)
Filed 2026-10-08
Gemmer Asset Management LLC
DECREASED
Shares16,760 from 18,410
Change-1,650 (-9%)
Value$4.2M (-$212.1K)
Filed 2026-10-16
Cottage Street Advisors LLC
DECREASED
Shares16,753 from 17,206
Change-453 (-3%)
Value$4.2M (+$55.9K)
Filed 2026-10-19
BNB Wealth Management, LLC
DECREASED
Shares16,742 from 17,887
Change-1,145 (-6%)
Value$4.2M (-$91.9K)
Filed 2026-10-28
Ellerson Group Inc
DECREASED
Shares16,710 from 17,515
Change-805 (-5%)
Value$4.2M (+$14.5K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares16,697
Change+16,697
Value$4.2M
Filed 2026-11-04
Stone Wealth Partners
INCREASED
Shares16,696 from 8,396
Change+8,300 (+99%)
Value$4.1M (+$2.1M)
Filed 2026-11-05
Adelphi Trust Co
DECREASED
Shares16,683 from 18,498
Change-1,815 (-10%)
Value$4.2M (-$252.2K)
Filed 2026-10-05
Donalies Financial Planning, LLC
UNCHANGED
Shares16,677 from 16,677
Change0 (0%)
Value$4.2M (+$180.3K)
Filed 2026-10-19
Baron Wealth Management LLC
INCREASED
Shares16,662 from 15,434
Change+1,228 (+8%)
Value$4.2M (+$472.8K)
Filed 2026-10-27
Challenger Wealth Management
DECREASED
Shares16,647 from 16,833
Change-186 (-1%)
Value$4.1M (+$135.6K)
Filed 2026-10-30
TFB Advisors LLC
INCREASED
Shares16,632 from 15,442
Change+1,190 (+8%)
Value$4.1M (+$463.4K)
Filed 2026-11-02
MRA Advisory Group
INCREASED
Shares16,600 from 14,586
Change+2,014 (+14%)
Value$4.1M (+$659.5K)
Filed 2026-10-07
Emprise Bank
INCREASED
Shares16,595 from 15,157
Change+1,438 (+9%)
Value$4.1M (+$522.1K)
Filed 2026-10-07
Latitude Advisors, LLC
DECREASED
Shares16,573 from 16,889
Change-316 (-2%)
Value$4.1M (+$103.8K)
Filed 2026-10-27
Cora Capital Advisors LLC
DECREASED
Shares16,550 from 16,590
Change-40 (0%)
Value$4.1M (+$169.4K)
Filed 2026-11-02
Financial Insights, Inc.
DECREASED
Shares16,526 from 16,536
Change-10 (0%)
Value$4.1M (+$176.3K)
Filed 2026-10-27
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares16,518 from 17,062
Change-544 (-3%)
Value$4.1M (+$48.9K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
INCREASED
Shares16,499 from 15,844
Change+655 (+4%)
Value$4.1M (+$334.5K)
Filed 2026-10-16
Goldenstone Wealth Management LLC
INCREASED
Shares16,492 from 16,341
Change+151 (+1%)
Value$4.1M (+$214.1K)
Filed 2026-11-04
Wealth Dimensions Group, Ltd.
INCREASED
Shares16,471 from 13,269
Change+3,202 (+24%)
Value$4.1M (+$941.3K)
Filed 2026-11-02
Enhancing Capital LLC
INCREASED
Shares16,436 from 16,410
Change+26 (+0%)
Value$4.1M (+$183.9K)
Filed 2026-10-26
Mcdonald Partners LLC
INCREASED
Shares16,433 from 15,592
Change+841 (+5%)
Value$4.1M (+$378.1K)
Filed 2026-11-03
Kaizen Financial Strategies
DECREASED
Shares16,393 from 17,837
Change-1,444 (-8%)
Value$4.1M (-$226.9K)
Filed 2026-10-09
Katamaran Capital LLP
DECREASED
Shares16,357 from 20,672
Change-4,315 (-21%)
Value$4.1M (-$851.6K)
Filed 2026-10-27
Great Diamond Partners, LLC
INCREASED
Shares16,351 from 16,315
Change+36 (+0%)
Value$4.1M (+$185.3K)
Filed 2026-10-13
Triangle Securities Wealth Management
INCREASED
Shares16,349 from 16,166
Change+183 (+1%)
Value$4.1M (+$220.3K)
Filed 2026-10-14
Cascade Investment Advisors, Inc.
DECREASED
Shares16,336 from 16,687
Change-351 (-2%)
Value$4.1M (+$92.9K)
Filed 2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares16,333 from 16,275
Change+58 (+0%)
Value$4.1M (+$190.4K)
Filed 2026-10-15
Matauro, LLC
INCREASED
Shares16,249 from 9,056
Change+7,193 (+79%)
Value$4.0M (+$1.9M)
Filed 2026-11-03
BigSur Wealth Management LLC
DECREASED
Shares16,245 from 18,245
Change-2,000 (-11%)
Value$4.0M (-$301.1K)
Filed 2026-10-13
New Wave Wealth Advisors LLC
INCREASED
Shares16,154 from 14,567
Change+1,587 (+11%)
Value$4.2M (+$705.2K)
Filed 2026-10-19
Arta Finance Wealth Management LLC
DECREASED
Shares16,144 from 36,114
Change-19,970 (-55%)
Value$4.0M (-$4.6M)
Filed 2026-10-28
Pathway Financial Advisers, LLC
INCREASED
Shares16,123 from 14,098
Change+2,025 (+14%)
Value$4.0M (+$657.0K)
Filed 2026-10-27
Traveka Wealth, LLC
INCREASED
Shares16,121 from 14,981
Change+1,140 (+8%)
Value$4.0M (+$446.0K)
Filed 2026-10-19
Independent Wealth Network Inc.
INCREASED
Shares16,108 from 15,884
Change+224 (+1%)
Value$4.0M (+$227.6K)
Filed 2026-10-19
LJI Wealth Management, LLC
INCREASED
Shares16,092 from 15,658
Change+434 (+3%)
Value$4.0M (+$277.5K)
Filed 2026-10-28
Roxbury Financial LLC
INCREASED
Shares16,078 from 15,941
Change+137 (+1%)
Value$4.0M (+$206.5K)
Filed 2026-10-01
Black Diamond Financial, LLC
INCREASED
Shares16,058 from 14,034
Change+2,024 (+14%)
Value$4.0M (+$656.0K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares16,029 from 11,000
Change+5,029 (+46%)
Value$4.0M (+$1.4M)
Filed 2026-10-16
Advisory Solutions Group, LLC
INCREASED
Shares16,027 from 6,726
Change+9,301 (+138%)
Value$4.0M (+$2.4M)
Filed 2026-10-14
Garton & Associates Financial Advisors LLC
INCREASED
Shares16,026 from 15,627
Change+399 (+3%)
Value$4.0M (+$268.3K)
Filed 2026-10-30
Heritage Family Offices, LLP
INCREASED
Shares15,972 from 14,490
Change+1,482 (+10%)
Value$4.0M (+$525.9K)
Filed 2026-11-02
Cookson Peirce & Co Inc
INCREASED
Shares15,966 from 14,307
Change+1,659 (+12%)
Value$4.0M (+$568.0K)
Filed 2026-10-30
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares15,960 from 15,980
Change-20 (0%)
Value$4.0M (+$167.8K)
Filed 2026-10-09
Royal Harbor Partners, LLC
INCREASED
Shares15,958 from 15,824
Change+134 (+1%)
Value$4.0M (+$204.4K)
Filed 2026-10-29
Invera Wealth Advisors, LLC
INCREASED
Shares15,867 from 15,698
Change+169 (+1%)
Value$4.0M (+$211.8K)
Filed 2026-10-28
Kennebec Savings Bank
INCREASED
Shares15,866 from 15,663
Change+203 (+1%)
Value$4.0M (+$219.9K)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares15,839
Change+15,839
Value$3.9M
Filed 2026-10-07
Investment Advisory Services Inc
INCREASED
Shares15,815 from 15,481
Change+334 (+2%)
Value$3.9M (+$250.5K)
Filed 2026-10-27
Schorn Wealth LLC
DECREASED
Shares15,805 from 16,017
Change-212 (-1%)
Value$3.9M (+$120.3K)
Filed 2026-10-14
Summit Place Financial Advisors, LLC
DECREASED
Shares15,781 from 17,440
Change-1,659 (-10%)
Value$3.9M (-$224.8K)
Filed 2026-10-23
Riverbend Wealth Management, LLC
DECREASED
Shares15,728 from 15,761
Change-33 (0%)
Value$3.9M (+$162.2K)
Filed 2026-10-15
Lebenthal Global Advisors, LLC
INCREASED
Shares15,715 from 14,457
Change+1,258 (+9%)
Value$3.9M (+$469.9K)
Filed 2026-10-28
Arnhold LLC
DECREASED
Shares15,711 from 15,914
Change-203 (-1%)
Value$3.9M (+$121.5K)
Filed 2026-10-26
GS Investments, Inc.
DECREASED
Shares15,684 from 15,857
Change-173 (-1%)
Value$3.9M (+$128.3K)
Filed 2026-11-05
Iron Financial LLC
DECREASED
Shares15,680 from 15,694
Change-14 (0%)
Value$3.9M (+$166.3K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
INCREASED
Shares15,643 from 4,750
Change+10,893 (+229%)
Value$3.9M (+$2.8M)
Filed 2026-11-03
Eukles Asset Management
DECREASED
Shares15,608 from 15,701
Change-93 (-1%)
Value$3.9M (+$146.6K)
Filed 2026-11-04
Wealth Quarterback LLC
INCREASED
Shares15,602 from 14,728
Change+874 (+6%)
Value$3.9M (+$377.0K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
INCREASED
Shares15,564 from 14,324
Change+1,240 (+9%)
Value$3.9M (+$463.8K)
Filed 2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares15,541 from 15,541
Change0 (0%)
Value$3.7M ($0)
Filed 2026-11-03
Kentucky Trust Co
DECREASED
Shares15,528 from 15,607
Change-79 (-1%)
Value$3.9M (+$149.0K)
Filed 2026-10-15
Platt Wealth Management LLC
DECREASED
Shares15,518 from 15,531
Change-13 (0%)
Value$3.9M (+$165.0K)
Filed 2026-11-04
State of Wyoming
DECREASED
Shares15,490 from 16,336
Change-846 (-5%)
Value$3.9M (-$34.2K)
Filed 2026-10-28
AFG Fiduciary Services Limited Partnership
DECREASED
Shares15,479 from 15,946
Change-467 (-3%)
Value$4.0M (+$132.9K)
Filed 2026-10-21
True Freedom Investing, LLC
INCREASED
Shares15,433 from 15,092
Change+341 (+2%)
Value$3.8M (+$701.8K)
Filed 2026-10-29
Centurion Wealth Management LLC
DECREASED
Shares15,411 from 15,834
Change-423 (-3%)
Value$3.8M (+$65.9K)
Filed 2026-10-13
Pacific Capital Partners Ltd
INCREASED
Shares15,406 from 12,848
Change+2,558 (+20%)
Value$3.8M (+$776.2K)
Filed 2026-10-28
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares15,394 from 15,595
Change-201 (-1%)
Value$3.8M (+$118.5K)
Filed 2026-10-14
LongView Wealth Management
INCREASED
Shares15,392 from 14,756
Change+636 (+4%)
Value$3.8M (+$318.0K)
Filed 2026-10-19
Nova R Wealth, Inc.
INCREASED
Shares15,377 from 15,278
Change+99 (+1%)
Value$3.8M (+$189.8K)
Filed 2026-10-26
Eddie Patel Inc
DECREASED
Shares15,358 from 17,155
Change-1,797 (-10%)
Value$3.8M (-$262.3K)
Filed 2026-11-02
Terra Nova Asset Management LLC
DECREASED
Shares15,356 from 15,535
Change-179 (-1%)
Value$3.8M (+$123.3K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares15,330 from 14,604
Change+726 (+5%)
Value$3.8M (+$338.8K)
Filed 2026-10-20
Islay Capital Management, LLC
INCREASED
Shares15,294 from 14,777
Change+517 (+4%)
Value$3.8M (+$288.6K)
Filed 2026-10-20
Atticus Wealth Management, LLC
INCREASED
Shares15,269 from 13,466
Change+1,803 (+13%)
Value$3.8M (+$594.8K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED
Shares15,266 from 13,706
Change+1,560 (+11%)
Value$3.8M (+$536.8K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares15,175 from 15,263
Change-88 (-1%)
Value$3.8M (+$91.8K)
Filed 2026-10-29
New Covenant Trust Company, N.A.
INCREASED
Shares15,164 from 13,226
Change+1,938 (+15%)
Value$3.8M (+$625.8K)
Filed 2026-10-08
Mattern Capital Management, LLC
INCREASED
Shares15,164 from 15,081
Change+83 (+1%)
Value$3.8M (+$183.7K)
Filed 2026-11-02
Arlington Trust Co LLC
INCREASED
Shares15,144 from 8,145
Change+6,999 (+86%)
Value$3.8M (+$1.8M)
Filed 2026-10-20
Proathlete Wealth Management LLC
INCREASED
Shares15,130 from 12,871
Change+2,259 (+18%)
Value$3.8M (+$698.4K)
Filed 2026-10-15
Titiun Yejiel
UNCHANGED
Shares15,093 from 15,093
Change0 (0%)
Value$3.8M (+$163.2K)
Filed 2026-11-06
Manchester Financial Inc
DECREASED
Shares15,083 from 15,549
Change-466 (-3%)
Value$3.8M (+$51.9K)
Filed 2026-10-15
Ameliora Wealth Management Ltd.
DECREASED
Shares15,066 from 15,411
Change-345 (-2%)
Value$3.8M (+$80.6K)
Filed 2026-10-23
Cannon Advisors, Inc.
INCREASED
Shares15,039 from 13,610
Change+1,429 (+11%)
Value$3.9M (+$520.4K)
Filed 2026-10-14
LeConte Wealth Management, LLC
INCREASED
Shares15,034 from 10,307
Change+4,727 (+46%)
Value$3.7M (+$1.3M)
Filed 2026-10-20
Canal Insurance Co
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$3.7M (+$162.0K)
Filed 2026-10-20
Stonekeep Investments, LLC
INCREASED
Shares14,986 from 14,554
Change+432 (+3%)
Value$3.7M (+$264.8K)
Filed 2026-10-15
Piscataqua Savings Bank
DECREASED
Shares14,982 from 15,076
Change-94 (-1%)
Value$3.7M (+$139.6K)
Filed 2026-10-21
Brown University
NEW
Shares14,908
Change+14,908
Value$3.7M
Filed 2026-11-05
Jones Kertz & Associates, Inc.
UNCHANGED
Shares14,906 from 14,906
Change0 (0%)
Value$3.7M (+$161.1K)
Filed 2026-10-28
Graphene Investments SAS
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$3.7M (+$161.1K)
Filed 2026-10-22
Wynn Capital, LLC
INCREASED
Shares14,894 from 14,631
Change+263 (+2%)
Value$3.7M (+$223.7K)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares14,890 from 14,794
Change+96 (+1%)
Value$3.7M (-$350.8K)
Filed 2026-10-16
Atlatl Advisers LLC
INCREASED
Shares14,871 from 11,085
Change+3,786 (+34%)
Value$3.7M (+$1.1M)
Filed 2026-10-22
Bedel Financial Consulting, Inc.
INCREASED
Shares14,837 from 14,710
Change+127 (+1%)
Value$3.7M (+$190.7K)
Filed 2026-11-06
Lakeshore Capital Group, Inc.
INCREASED
Shares14,829 from 13,945
Change+884 (+6%)
Value$3.7M (+$371.0K)
Filed 2026-10-20
Amitell Capital Pte Ltd
DECREASED
Shares14,824 from 15,649
Change-825 (-5%)
Value$3.7M (-$36.4K)
Filed 2026-11-02
Shepherd Street Advisors LLC
INCREASED
Shares14,795 from 14,780
Change+15 (+0%)
Value$3.9M (+$114.3K)
Filed 2026-10-21
Abound Wealth Management
INCREASED
Shares14,777 from 13,261
Change+1,516 (+11%)
Value$3.7M (+$521.1K)
Filed 2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares14,770 from 14,804
Change-34 (0%)
Value$3.7M (+$151.5K)
Filed 2026-10-22
Live Oak Private Wealth LLC
INCREASED
Shares14,762 from 14,527
Change+235 (+2%)
Value$3.7M (+$215.6K)
Filed 2026-11-02
Plus Group Wealth Advisors LLC
DECREASED
Shares14,754 from 17,080
Change-2,326 (-14%)
Value$3.7M (-$395.0K)
Filed 2026-10-19
Stevens Capital Partners
INCREASED
Shares14,747 from 13,346
Change+1,401 (+11%)
Value$3.7M (+$493.3K)
Filed 2026-10-29
One Day In July LLC
DECREASED
Shares14,746 from 15,501
Change-755 (-5%)
Value$3.7M (-$20.5K)
Filed 2026-10-30
Next Level Private LLC
INCREASED
Shares14,728 from 13,591
Change+1,137 (+8%)
Value$3.7M (+$430.2K)
Filed 2026-10-20
Neumann Capital Management, LLC
NEW
Shares14,698
Change+14,698
Value$3.7M
Filed 2026-10-15
SWS Partners
INCREASED
Shares14,673 from 13,801
Change+872 (+6%)
Value$3.7M (+$366.3K)
Filed 2026-10-26
Mccarter Private Wealth Services LLC
DECREASED
Shares14,664 from 15,004
Change-340 (-2%)
Value$3.7M (+$77.5K)
Filed 2026-10-22
Cutler Investment Counsel LLC
INCREASED
Shares14,596 from 14,464
Change+132 (+1%)
Value$3.6M (+$189.2K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
DECREASED
Shares14,568 from 14,801
Change-233 (-2%)
Value$3.6M (+$101.9K)
Filed 2026-11-02
Mandatum Life Insurance Co Ltd
INCREASED
Shares14,550 from 3,948
Change+10,602 (+269%)
Value$3.6M (+$2.7M)
Filed 2026-11-06
Cresta Advisors, Ltd.
DECREASED
Shares14,547 from 14,747
Change-200 (-1%)
Value$3.6M (+$109.6K)
Filed 2026-10-14
Allegheny Financial Group
DECREASED
Shares14,531 from 14,741
Change-210 (-1%)
Value$3.6M (+$107.0K)
Filed 2026-11-05
Aspetuck Financial Management LLC
DECREASED
Shares14,528 from 15,478
Change-950 (-6%)
Value$3.6M (-$69.4K)
Filed 2026-11-04
Argyle Capital Partners, LLC
INCREASED
Shares14,526 from 14,464
Change+62 (+0%)
Value$3.6M (+$171.8K)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares14,491 from 13,759
Change+732 (+5%)
Value$3.6M (+$331.0K)
Filed 2026-10-14
VAN Strum & Towne Inc.
INCREASED
Shares14,486 from 13,213
Change+1,273 (+10%)
Value$3.6M (+$460.0K)
Filed 2026-11-06
Discipline Wealth Solutions, LLC
DECREASED
Shares14,481 from 14,794
Change-313 (-2%)
Value$3.6M (+$82.1K)
Filed 2026-10-14
Accelerate Investment Advisors LLC
DECREASED
Shares14,479 from 15,241
Change-762 (-5%)
Value$3.6M (-$25.1K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares14,433 from 15,573
Change-1,140 (-7%)
Value$3.6M (-$116.0K)
Filed 2026-10-14
Blueprint Financial Advisors LLC
INCREASED
Shares14,427 from 13,605
Change+822 (+6%)
Value$3.6M (+$351.9K)
Filed 2026-10-28
First County Bank
DECREASED
Shares14,419 from 14,884
Change-465 (-3%)
Value$3.6M (+$45.0K)
Filed 2026-10-13
Uniting Wealth Partners, LLC
INCREASED
Shares14,400 from 13,440
Change+960 (+7%)
Value$3.6M (+$384.5K)
Filed 2026-11-06
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares14,391 from 14,159
Change+232 (+2%)
Value$3.6M (+$210.9K)
Filed 2026-10-29
Tandem Capital Management Corp
DECREASED
Shares14,387 from 14,527
Change-140 (-1%)
Value$3.6M (+$122.2K)
Filed 2026-10-22
LVZ, Inc.
INCREASED
Shares14,382 from 14,080
Change+302 (+2%)
Value$3.6M (+$227.4K)
Filed 2026-10-20
Shearwater Capital LLC
UNCHANGED
Shares14,379 from 14,379
Change0 (0%)
Value$3.6M (+$155.4K)
Filed 2026-10-13
Diversified Portfolios, Inc.
INCREASED
Shares14,325 from 14,290
Change+35 (+0%)
Value$3.6M (+$163.2K)
Filed 2026-11-04
RFG Holdings, Inc.
INCREASED
Shares14,307 from 14,266
Change+41 (+0%)
Value$3.6M (+$164.7K)
Filed 2026-10-30
Sullivan Wood Capital Management LLC
DECREASED
Shares14,299 from 14,503
Change-204 (-1%)
Value$3.6M (+$106.0K)
Filed 2026-10-13
PCG Asset Management, LLC
INCREASED
Shares14,245 from 11,150
Change+3,095 (+28%)
Value$3.5M (+$891.7K)
Filed 2026-11-05
First City Capital Management, Inc.
DECREASED
Shares14,229 from 14,590
Change-361 (-2%)
Value$3.5M (+$67.8K)
Filed 2026-10-27
MV Capital Management, Inc.
DECREASED
Shares14,223 from 14,405
Change-182 (-1%)
Value$3.5M (+$110.4K)
Filed 2026-10-29
InTrack Investment Management Inc
DECREASED
Shares14,222 from 15,968
Change-1,746 (-11%)
Value$3.5M (-$262.4K)
Filed 2026-10-15
Cornerstone Planning Group LLC
DECREASED
Shares14,214 from 14,306
Change-92 (-1%)
Value$3.7M (+$227.4K)
Filed 2026-10-16
Warren Street Wealth Advisors, LLC
INCREASED
Shares14,178 from 12,346
Change+1,832 (+15%)
Value$3.5M (+$589.9K)
Filed 2026-11-04
First Community Trust NA
INCREASED
Shares14,177 from 12,383
Change+1,794 (+14%)
Value$3.5M (+$580.8K)
Filed 2026-10-07
St. Clair Advisors, LLC
INCREASED
Shares14,172 from 14,163
Change+9 (+0%)
Value$3.5M (+$155.3K)
Filed 2026-10-13
Rayburn West Financial Services LLC
INCREASED
Shares14,169 from 7,644
Change+6,525 (+85%)
Value$3.5M (+$1.7M)
Filed 2026-11-03
AGH Wealth Advisors, LLC
INCREASED
Shares14,135 from 13,490
Change+645 (+5%)
Value$3.5M (+$306.5K)
Filed 2026-10-26
Athena Wealth Management, LLC
INCREASED
Shares14,131 from 13,110
Change+1,021 (+8%)
Value$3.5M (+$396.1K)
Filed 2026-10-09
Spartan Planning & Wealth Management
INCREASED
Shares14,118 from 12,054
Change+2,064 (+17%)
Value$3.5M (+$644.5K)
Filed 2026-10-13
Paladin Wealth, LLC
DECREASED
Shares14,117 from 14,516
Change-399 (-3%)
Value$3.5M (+$57.5K)
Filed 2026-10-23
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares14,080 from 14,550
Change-470 (-3%)
Value$3.5M (+$41.0K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
INCREASED
Shares14,062 from 13,629
Change+433 (+3%)
Value$3.5M (+$256.0K)
Filed 2026-10-27
Orca Investment Management, LLC
DECREASED
Shares14,031 from 14,298
Change-267 (-2%)
Value$3.5M (+$88.0K)
Filed 2026-10-29
Miller Financial Services LLC
INCREASED
Shares14,002 from 13,432
Change+570 (+4%)
Value$3.5M (+$287.2K)
Filed 2026-10-20
WMS Group LLC
DECREASED
Shares13,983 from 14,027
Change-44 (0%)
Value$3.5M (+$140.7K)
Filed 2026-11-06
Tradewinds Capital Management, LLC
INCREASED
Shares13,971 from 12,939
Change+1,032 (+8%)
Value$3.5M (+$397.0K)
Filed 2026-10-23
Myriad Asset Management US LP
INCREASED
Shares13,934 from 9,911
Change+4,023 (+41%)
Value$3.5M (+$1.1M)
Filed 2026-11-03
MBM Wealth Consultants, LLC
INCREASED
Shares13,920 from 13,291
Change+629 (+5%)
Value$3.5M (+$300.4K)
Filed 2026-10-20
Hobart Private Capital, LLC
DECREASED
Shares13,900 from 16,283
Change-2,383 (-15%)
Value$3.5M (-$417.7K)
Filed 2026-10-19
Lattice Capital Management, LLC
UNCHANGED
Shares13,900 from 13,900
Change0 (0%)
Value$3.5M (+$150.3K)
Filed 2026-11-03
Kuhn & Co Investment Counsel
INCREASED
Shares13,898 from 13,620
Change+278 (+2%)
Value$3.5M (+$216.5K)
Filed 2026-10-29
Verus Wealth Management, LLC
INCREASED
Shares13,885 from 2,838
Change+11,047 (+389%)
Value$3.5M (+$2.8M)
Filed 2026-10-13
Directional Asset Management
DECREASED
Shares13,877 from 13,970
Change-93 (-1%)
Value$3.5M (+$127.8K)
Filed 2026-10-22
Sage Capital Management, LLC
UNCHANGED
Shares13,845 from 13,845
Change0 (0%)
Value$3.5M (+$149.7K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
DECREASED
Shares13,834 from 15,465
Change-1,631 (-11%)
Value$3.4M (-$239.2K)
Filed 2026-10-23
James J. Burns & Company, LLC
INCREASED
Shares13,818 from 13,326
Change+492 (+4%)
Value$3.4M (+$266.6K)
Filed 2026-10-22
Watershed Private Wealth LLC
DECREASED
Shares13,817 from 15,820
Change-2,003 (-13%)
Value$3.4M (-$328.0K)
Filed 2026-10-30
Wolff Wiese Magana LLC
INCREASED
Shares13,787 from 13,733
Change+54 (+0%)
Value$3.4M (+$161.9K)
Filed 2026-10-15
Virtue Asset Management LLC
INCREASED
Shares13,774 from 13,529
Change+245 (+2%)
Value$3.4M (+$207.3K)
Filed 2026-10-21
Davis Capital Management
DECREASED
Shares13,769 from 13,919
Change-150 (-1%)
Value$3.4M (+$113.1K)
Filed 2026-10-08
Jnba Financial Advisors
INCREASED
Shares13,764 from 13,028
Change+736 (+6%)
Value$3.4M (+$324.2K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
DECREASED
Shares13,763 from 17,764
Change-4,001 (-23%)
Value$3.4M (-$804.7K)
Filed 2026-10-28
Lifestyle Asset Management, Inc.
INCREASED
Shares13,762 from 12,627
Change+1,135 (+9%)
Value$3.4M (+$419.3K)
Filed 2026-10-20
Trail Ridge Investment Advisors, LLC
INCREASED
Shares13,759 from 9,898
Change+3,861 (+39%)
Value$3.4M (+$1.1M)
Filed 2026-10-16
Demars Financial Group, LLC
INCREASED
Shares13,758 from 13,371
Change+387 (+3%)
Value$3.4M (+$241.0K)
Filed 2026-10-22
SBK Financial, Inc.
UNCHANGED
Shares13,756 from 13,756
Change0 (0%)
Value$3.4M (+$148.7K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
INCREASED
Shares13,753 from 12,003
Change+1,750 (+15%)
Value$3.6M (+$678.5K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED
Shares13,749 from 12,663
Change+1,086 (+9%)
Value$3.4M (+$407.5K)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED
Shares13,749 from 12,848
Change+901 (+7%)
Value$3.4M (+$363.4K)
Filed 2026-10-26
CLG LLC
DECREASED
Shares13,741 from 14,045
Change-304 (-2%)
Value$3.4M (+$76.0K)
Filed 2026-10-13
BostonPremier Wealth LLC
INCREASED
Shares13,736 from 13,677
Change+59 (+0%)
Value$3.4M (+$162.5K)
Filed 2026-10-16
General Partner, Inc.
UNCHANGED
Shares13,735 from 13,735
Change0 (0%)
Value$3.4M (+$148.5K)
Filed 2026-10-05
Willner & Heller, LLC
INCREASED
Shares13,730 from 13,611
Change+119 (+1%)
Value$3.4M (+$176.8K)
Filed 2026-10-28
Birch Financial Group, LLC
INCREASED
Shares13,726 from 12,261
Change+1,465 (+12%)
Value$3.4M (+$497.4K)
Filed 2026-10-27
Charles Schwab Trust Co
INCREASED
Shares13,719 from 8,239
Change+5,480 (+67%)
Value$3.4M (+$1.5M)
Filed 2026-10-15
Leisure Capital Management
DECREASED
Shares13,719 from 14,201
Change-482 (-3%)
Value$3.4M (+$33.4K)
Filed 2026-11-03
Private Management Group Inc
INCREASED
Shares13,687 from 13,451
Change+236 (+2%)
Value$3.4M (+$204.2K)
Filed 2026-11-04
National Wealth Management Group, LLC
INCREASED
Shares13,672 from 13,006
Change+666 (+5%)
Value$3.4M (+$306.5K)
Filed 2026-10-26
Alpha Omega Wealth Management LLC
INCREASED
Shares13,672 from 13,472
Change+200 (+1%)
Value$3.4M (+$195.5K)
Filed 2026-10-23
Net Worth Advisory Group
DECREASED
Shares13,651 from 15,929
Change-2,278 (-14%)
Value$3.4M (-$408.0K)
Filed 2026-10-20
HMS Capital Management, LLC
INCREASED
Shares13,650 from 13,480
Change+170 (+1%)
Value$3.4M (+$188.1K)
Filed 2026-10-20
Legacy Financial Strategies, LLC
INCREASED
Shares13,647 from 13,465
Change+182 (+1%)
Value$3.4M (+$190.9K)
Filed 2026-10-15
First Business Financial Services, Inc.
INCREASED
Shares13,619 from 12,887
Change+732 (+6%)
Value$3.4M (+$321.7K)
Filed 2026-10-29
Total Wealth Planning & Management, Inc.
INCREASED
Shares13,607 from 13,532
Change+75 (+1%)
Value$3.4M (+$165.0K)
Filed 2026-10-23
Rainier Family Wealth Inc
INCREASED
Shares13,607 from 13,579
Change+28 (+0%)
Value$3.4M (+$153.8K)
Filed 2026-11-02
Register Financial Advisors LLC
INCREASED
Shares13,606 from 13,106
Change+500 (+4%)
Value$3.4M (+$266.3K)
Filed 2026-10-23
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares13,581 from 14,518
Change-937 (-6%)
Value$3.4M (-$76.5K)
Filed 2026-10-20
Raleigh Capital Management Inc.
DECREASED
Shares13,574 from 18,057
Change-4,483 (-25%)
Value$3.4M (-$921.7K)
Filed 2026-10-28
Cascade Investment Group, Inc.
DECREASED
Shares13,537 from 13,735
Change-198 (-1%)
Value$3.4M (+$99.1K)
Filed 2026-10-13
First Premier Bank
INCREASED
Shares13,514 from 13,294
Change+220 (+2%)
Value$3.4M (+$198.0K)
Filed 2026-10-13
Excalibur Management Corp
INCREASED
Shares13,511 from 13,472
Change+39 (+0%)
Value$3.4M (+$155.3K)
Filed 2026-11-02
Clearwater Capital Advisors, LLC
INCREASED
Shares13,508 from 12,976
Change+532 (+4%)
Value$3.4M (+$272.8K)
Filed 2026-11-06
Hall Laurie J Trustee
DECREASED
Shares13,505 from 13,610
Change-105 (-1%)
Value$3.4M (+$121.0K)
Filed 2026-10-06
Shah Wealth Advisors, LLC
INCREASED
Shares13,501 from 8,930
Change+4,571 (+51%)
Value$3.4M (+$1.2M)
Filed 2026-11-06
Shelter Rock Management, LLC
DECREASED
Shares13,497 from 13,864
Change-367 (-3%)
Value$3.4M (+$99.9K)
Filed 2026-10-09
Five Oceans Advisors
DECREASED
Shares13,473 from 14,182
Change-709 (-5%)
Value$3.4M (-$23.3K)
Filed 2026-10-22
Power Wealth Management LLC
DECREASED
Shares13,466 from 13,921
Change-455 (-3%)
Value$3.4M (+$37.1K)
Filed 2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED
Shares13,447 from 13,279
Change+168 (+1%)
Value$3.4M (+$185.4K)
Filed 2026-10-15
Eads & Heald Wealth Management
DECREASED
Shares13,432 from 13,697
Change-265 (-2%)
Value$3.3M (+$82.0K)
Filed 2026-10-29
Lynx Investment Advisory
DECREASED
Shares13,430 from 15,393
Change-1,963 (-13%)
Value$3.3M (-$322.7K)
Filed 2026-10-27
Burton Enright Welch
INCREASED
Shares13,416 from 13,140
Change+276 (+2%)
Value$3.3M (+$210.8K)
Filed 2026-11-04
Trinity Financial Advisors LLC
INCREASED
Shares13,400 from 13,220
Change+180 (+1%)
Value$3.3M (+$187.8K)
Filed 2026-10-09
Vivid Wealth Management, LLC
DECREASED
Shares13,396 from 13,662
Change-266 (-2%)
Value$3.3M (+$81.4K)
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares13,394 from 13,256
Change+138 (+1%)
Value$3.3M (+$177.7K)
Filed 2026-10-27
Hardworking Capital Advisors, LLC
INCREASED
Shares13,390 from 12,821
Change+569 (+4%)
Value$3.3M (+$280.4K)
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares13,379 from 12,130
Change+1,249 (+10%)
Value$3.3M (+$442.3K)
Filed 2026-10-21
Coquina Private Wealth LLC
DECREASED
Shares13,374 from 13,778
Change-404 (-3%)
Value$3.3M (+$48.3K)
Filed 2026-10-27
Novem Group
DECREASED
Shares13,364 from 13,624
Change-260 (-2%)
Value$3.3M (+$82.5K)
Filed 2026-10-19
Bill Few Associates, Inc.
INCREASED
Shares13,345 from 9,535
Change+3,810 (+40%)
Value$3.3M (+$1.1M)
Filed 2026-10-09
Successful Portfolios LLC
DECREASED
Shares13,333 from 13,392
Change-59 (0%)
Value$3.4M (+$54.4K)
Filed 2026-10-09
Elevated Private Wealth, LLC
INCREASED
Shares13,312 from 12,106
Change+1,206 (+10%)
Value$3.3M (+$431.3K)
Filed 2026-10-15
Chapman Financial Group, LLC
DECREASED
Shares13,304 from 13,404
Change-100 (-1%)
Value$3.3M (+$120.0K)
Filed 2026-10-26
SJS Investment Consulting Inc.
INCREASED
Shares13,302 from 11,743
Change+1,559 (+13%)
Value$3.3M (+$515.4K)
Filed 2026-10-26
Crusonia Wealth Advisors LLC
INCREASED
Shares13,275 from 11,867
Change+1,408 (+12%)
Value$3.3M (+$479.0K)
Filed 2026-10-26
Wolverine Asset Management LLC
NEW
Shares13,260
Change+13,260
Value$3.3M
Filed 2026-11-02
Crumly & Associates Inc.
INCREASED
Shares13,258 from 9,866
Change+3,392 (+34%)
Value$3.3M (+$951.8K)
Filed 2026-10-07
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares13,197 from 11,963
Change+1,234 (+10%)
Value$3.3M (+$436.8K)
Filed 2026-11-05
Rakuten Securities, Inc.
INCREASED
Shares13,191 from 12,062
Change+1,129 (+9%)
Value$3.3M (+$411.7K)
Filed 2026-11-02
Park Edge Advisors, LLC
DECREASED
Shares13,185 from 14,975
Change-1,790 (-12%)
Value$3.3M (-$284.1K)
Filed 2026-10-28
Gold Investment Management Ltd.
DECREASED
Shares13,179 from 13,183
Change-4 (0%)
Value$3.3M (+$141.5K)
Filed 2026-10-19
Adamsbrown Wealth Consultants LLC
INCREASED
Shares13,092 from 12,451
Change+641 (+5%)
Value$3.3M (+$294.3K)
Filed 2026-10-20
Tlwm
DECREASED
Shares13,085 from 13,427
Change-342 (-3%)
Value$3.3M (+$59.9K)
Filed 2026-10-09
Retirement Guys Formula LLC
INCREASED
Shares13,080 from 12,577
Change+503 (+4%)
Value$3.3M (+$261.3K)
Filed 2026-10-26
NovaPoint Capital, LLC
DECREASED
Shares13,079 from 13,284
Change-205 (-2%)
Value$3.3M (+$92.5K)
Filed 2026-10-22
Dagco, Inc.
INCREASED
Shares13,061 from 12,863
Change+198 (+2%)
Value$3.3M (+$188.4K)
Filed 2026-10-20
Fermata Advisors, LLC
DECREASED
Shares13,032 from 13,184
Change-152 (-1%)
Value$3.2M (+$104.6K)
Filed 2026-10-13
Rhodes Investment Advisors Inc
DECREASED
Shares13,030 from 13,067
Change-37 (0%)
Value$3.2M (+$132.0K)
Filed 2026-10-07
Bullock Wealth Management Group
INCREASED
Shares13,011 from 12,784
Change+227 (+2%)
Value$3.2M (+$139.8K)
Filed 2026-10-09
Monument Capital Management
INCREASED
Shares12,993 from 11,780
Change+1,213 (+10%)
Value$3.2M (+$429.6K)
Filed 2026-10-09
MFG Wealth Management, Inc.
DECREASED
Shares12,978 from 14,548
Change-1,570 (-11%)
Value$3.2M (-$233.9K)
Filed 2026-10-09
CWC Advisors, Llc.
INCREASED
Shares12,971 from 5,980
Change+6,991 (+117%)
Value$3.2M (+$1.8M)
Filed 2026-10-15
Detalus Advisors, LLC
DECREASED
Shares12,952 from 12,981
Change-29 (0%)
Value$3.2M (+$133.1K)
Filed 2026-10-15
Madison Park Capital Advisors, LLC
INCREASED
Shares12,913 from 5,434
Change+7,479 (+138%)
Value$3.2M (+$378.6K)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
INCREASED
Shares12,899 from 12,845
Change+54 (+0%)
Value$3.2M (+$152.3K)
Filed 2026-10-21
Gratus Wealth Advisors, LLC
DECREASED
Shares12,895 from 12,955
Change-60 (0%)
Value$3.2M (+$125.1K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
INCREASED
Shares12,866 from 12,192
Change+674 (+6%)
Value$3.2M (+$220.5K)
Filed 2026-10-29
Probity Advisors, Inc.
DECREASED
Shares12,863 from 13,121
Change-258 (-2%)
Value$3.2M (+$77.6K)
Filed 2026-10-23
Waystone Advisors LLC
UNCHANGED
Shares12,846 from 12,846
Change0 (0%)
Value$3.1M ($0)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares12,834 from 12,485
Change+349 (+3%)
Value$3.2M (+$221.9K)
Filed 2026-10-13
Shum Financial Group, Inc.
INCREASED
Shares12,827 from 12,480
Change+347 (+3%)
Value$3.2M (+$221.4K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
INCREASED
Shares12,824 from 12,812
Change+12 (+0%)
Value$3.2M (+$98.4K)
Filed 2026-11-02
AMG Asset Management Group, Inc.
DECREASED
Shares12,809 from 17,100
Change-4,291 (-25%)
Value$3.2M (-$884.3K)
Filed 2026-10-21
Marest Capital, LLC
INCREASED
Shares12,779 from 12,719
Change+60 (+0%)
Value$3.2M (+$152.5K)
Filed 2026-10-23
Todd Wealth Management, LLC
INCREASED
Shares12,750 from 12,686
Change+64 (+1%)
Value$3.2M (+$153.1K)
Filed 2026-10-19
Trust Co
INCREASED
Shares12,715 from 11,851
Change+864 (+7%)
Value$3.2M (+$343.5K)
Filed 2026-10-09
Pilgrim Partners Asia Pte Ltd
INCREASED
Shares12,680 from 12,240
Change+440 (+4%)
Value$3.2M (+$241.9K)
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
DECREASED
Shares12,672 from 12,864
Change-192 (-1%)
Value$3.2M (+$91.2K)
Filed 2026-10-27
Patrick M Sweeney & Associates, Inc
INCREASED
Shares12,638 from 12,571
Change+67 (+1%)
Value$3.1M (+$152.6K)
Filed 2026-10-22
Corecam AG
INCREASED
Shares12,635 from 7,643
Change+4,992 (+65%)
Value$3.1M (+$1.3M)
Filed 2026-10-29
Bear Mountain Capital, Inc.
DECREASED
Shares12,595 from 12,747
Change-152 (-1%)
Value$3.1M (-$6.1K)
Filed 2026-11-04
Burr Financial Services, LLC
DECREASED
Shares12,591 from 13,948
Change-1,357 (-10%)
Value$3.1M (-$187.3K)
Filed 2026-10-08
Southern Michigan Bank & Trust
DECREASED
Shares12,566 from 12,854
Change-288 (-2%)
Value$3.1M (+$67.2K)
Filed 2026-10-19
Cahaba Wealth Management, Inc.
INCREASED
Shares12,546 from 12,187
Change+359 (+3%)
Value$3.1M (+$221.2K)
Filed 2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares12,541 from 10,849
Change+1,692 (+16%)
Value$3.1M (+$538.8K)
Filed 2026-10-27
Jacksonville Wealth Management, LLC
INCREASED
Shares12,521 from 12,399
Change+122 (+1%)
Value$3.1M (+$164.4K)
Filed 2026-10-30
WestHill Financial Advisors, Inc.
DECREASED
Shares12,467 from 12,664
Change-197 (-2%)
Value$3.1M (+$87.8K)
Filed 2026-10-14
Sage Private Wealth Group, LLC
INCREASED
Shares12,461 from 9,010
Change+3,451 (+38%)
Value$3.1M (+$957.2K)
Filed 2026-10-21
Investment Partners, Ltd.
INCREASED
Shares12,426 from 6,267
Change+6,159 (+98%)
Value$3.1M (+$1.6M)
Filed 2026-10-29
Alpha Zero LLC
INCREASED
Shares12,402 from 10,862
Change+1,540 (+14%)
Value$3.1M (+$375.6K)
Filed 2026-11-06
First United Bank & Trust
INCREASED
Shares12,397 from 12,325
Change+72 (+1%)
Value$3.1M (+$151.2K)
Filed 2026-10-22
4J Wealth Management LLC
DECREASED
Shares12,378 from 12,470
Change-92 (-1%)
Value$3.1M (+$112.1K)
Filed 2026-11-02
Myecfo, LLC
UNCHANGED
Shares12,375 from 12,375
Change0 (0%)
Value$3.1M (+$133.8K)
Filed 2026-10-14
Verity Asset Management, Inc.
INCREASED
Shares12,356 from 12,069
Change+287 (+2%)
Value$3.1M (+$202.0K)
Filed 2026-10-30
Financial Management Professionals, Inc.
INCREASED
Shares12,342 from 12,230
Change+112 (+1%)
Value$3.1M (+$160.1K)
Filed 2026-10-23
Advisory Resource Group
DECREASED
Shares12,334 from 12,424
Change-90 (-1%)
Value$3.1M (+$112.0K)
Filed 2026-10-26
Oakmont Investment Advisors, Inc.
INCREASED
Shares12,331 from 12,182
Change+149 (+1%)
Value$3.1M (+$168.8K)
Filed 2026-10-21
Birchbrook, Inc.
DECREASED
Shares12,321 from 13,729
Change-1,408 (-10%)
Value$3.1M (-$202.4K)
Filed 2026-10-14
Corrado Advisors, LLC
DECREASED
Shares12,284 from 12,407
Change-123 (-1%)
Value$3.1M (+$103.5K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
INCREASED
Shares12,281 from 11,336
Change+945 (+8%)
Value$3.1M (+$358.0K)
Filed 2026-10-01
Live Oak Investment Partners
INCREASED
Shares12,275 from 12,179
Change+96 (+1%)
Value$3.1M (+$155.6K)
Filed 2026-10-23
Creative Capital Management Investments LLC
DECREASED
Shares12,262 from 12,606
Change-344 (-3%)
Value$3.1M (+$50.6K)
Filed 2026-10-28
Hunter Associates Investment Management LLC
INCREASED
Shares12,227 from 12,071
Change+156 (+1%)
Value$3.0M (+$168.0K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED
Shares12,216 from 13,393
Change-1,177 (-9%)
Value$3.0M (-$148.5K)
Filed 2026-11-04
Carl P. Sherr & Co., LLC
INCREASED
Shares12,200 from 12,174
Change+26 (+0%)
Value$3.0M (+$138.1K)
Filed 2026-11-06
Howard Wealth Management, LLC
DECREASED
Shares12,184 from 12,279
Change-95 (-1%)
Value$3.0M (+$109.1K)
Filed 2026-10-28
Fairscale Capital, LLC
INCREASED
Shares12,140 from 11,880
Change+260 (+2%)
Value$2.9M (+$86.4K)
Filed 2026-11-04
Berkshire Money Management, Inc.
INCREASED
Shares12,132 from 12,057
Change+75 (+1%)
Value$3.0M (+$149.0K)
Filed 2026-10-21
Skylands Capital, LLC
DECREASED
Shares12,085 from 13,585
Change-1,500 (-11%)
Value$3.0M (-$226.9K)
Filed 2026-10-21
Sippican Capital Advisors
INCREASED
Shares12,053 from 11,826
Change+227 (+2%)
Value$3.0M (+$184.4K)
Filed 2026-10-23
GLR Partners, LLC
DECREASED
Shares12,043 from 12,490
Change-447 (-4%)
Value$3.0M (+$23.6K)
Filed 2026-11-04
Shelton Wealth Management, LLC
INCREASED
Shares12,032 from 11,331
Change+701 (+6%)
Value$3.0M (+$297.1K)
Filed 2026-10-16
Northstar Asset Management Co
INCREASED
Shares12,011 from 11,921
Change+90 (+1%)
Value$3.2M (+$384.3K)
Filed 2026-10-22
Hamilton Capital, LLC
INCREASED
Shares12,007 from 11,911
Change+96 (+1%)
Value$3.0M (+$152.7K)
Filed 2026-10-08
Rise Advisors, LLC
INCREASED
Shares11,989 from 11,670
Change+319 (+3%)
Value$3.0M (+$205.6K)
Filed 2026-10-16
Rezny Wealth Management, Inc.
INCREASED
Shares11,974 from 11,726
Change+248 (+2%)
Value$3.0M (+$188.5K)
Filed 2026-10-15
Values Added Financial LLC
DECREASED
Shares11,971 from 12,194
Change-223 (-2%)
Value$3.0M (+$76.3K)
Filed 2026-10-28
Bigelow Investment Advisors, LLC
INCREASED
Shares11,963 from 11,424
Change+539 (+5%)
Value$3.0M (+$257.8K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
DECREASED
Shares11,961 from 12,820
Change-859 (-7%)
Value$3.0M (-$75.4K)
Filed 2026-10-20
Capital Management Associates, Inc
INCREASED
Shares11,960 from 11,887
Change+73 (+1%)
Value$3.0M (+$146.7K)
Filed 2026-10-20
Hoxton Planning & Management, LLC
INCREASED
Shares11,933 from 11,701
Change+232 (+2%)
Value$3.0M (+$184.3K)
Filed 2026-10-15
15 Wealth Advisors LLC
NEW
Shares11,902
Change+11,902
Value$3.0M
Filed 2026-10-14
Acorn Wealth Advisors, LLC
INCREASED
Shares11,878 from 11,617
Change+261 (+2%)
Value$3.0M (+$190.6K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED
Shares11,855 from 12,207
Change-352 (-3%)
Value$3.0M (+$44.3K)
Filed 2026-10-13
Warwick Investment Management, Inc.
DECREASED
Shares11,849 from 12,759
Change-910 (-7%)
Value$3.0M (-$88.8K)
Filed 2026-10-19
Heartwood Wealth Advisors LLC
INCREASED
Shares11,837 from 11,517
Change+320 (+3%)
Value$2.9M (+$204.2K)
Filed 2026-10-05
Castellan Group
INCREASED
Shares11,800 from 2,400
Change+9,400 (+392%)
Value$2.9M (+$2.4M)
Filed 2026-10-19
Argus Investors' Counsel, Inc.
INCREASED
Shares11,795 from 11,769
Change+26 (+0%)
Value$2.9M (+$133.7K)
Filed 2026-10-09
Richard P Slaughter Associates Inc
DECREASED
Shares11,779 from 12,633
Change-854 (-7%)
Value$2.9M (-$76.2K)
Filed 2026-10-13
XY Planning Network, Inc.
INCREASED
Shares11,740 from 8,438
Change+3,302 (+39%)
Value$2.9M (+$913.9K)
Filed 2026-10-14
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares11,739 from 11,448
Change+291 (+3%)
Value$2.9M (+$196.3K)
Filed 2026-10-29
Armstrong Henry H Associates Inc
UNCHANGED
Shares11,732 from 11,732
Change0 (0%)
Value$2.9M (+$126.8K)
Filed 2026-10-07
Peck Wealth Management, LLC
UNCHANGED
Shares11,717 from 11,717
Change0 (0%)
Value$2.9M (+$126.7K)
Filed 2026-10-29
Grey Ledge Advisors, LLC
INCREASED
Shares11,704 from 11,677
Change+27 (+0%)
Value$2.9M (+$133.0K)
Filed 2026-11-02
TMB Capital Partners, LLC
INCREASED
Shares11,676 from 11,608
Change+68 (+1%)
Value$2.9M (+$142.4K)
Filed 2026-10-20
Centennial Wealth Advisory LLC
INCREASED
Shares11,661 from 11,525
Change+136 (+1%)
Value$2.9M (+$161.0K)
Filed 2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares11,620 from 17,114
Change-5,494 (-32%)
Value$2.9M (-$1.2M)
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares11,613 from 11,658
Change-45 (0%)
Value$2.9M (+$114.8K)
Filed 2026-10-28
Yoder Wealth Management, Inc.
INCREASED
Shares11,597 from 11,421
Change+176 (+2%)
Value$2.9M (+$167.3K)
Filed 2026-10-13
Verum Partners LLC
INCREASED
Shares11,584 from 10,784
Change+800 (+7%)
Value$2.9M (+$315.9K)
Filed 2026-10-21
Alliance Private Wealth, LLC
DECREASED
Shares11,548 from 12,998
Change-1,450 (-11%)
Value$2.9M (-$220.8K)
Filed 2026-10-20
Aurora Private Wealth, Inc.
DECREASED
Shares11,547 from 11,769
Change-222 (-2%)
Value$2.9M (+$72.0K)
Filed 2026-10-20
BayBridge Capital Group, LLC
DECREASED
Shares11,544 from 11,854
Change-310 (-3%)
Value$2.9M (+$51.0K)
Filed 2026-10-13
Burke & Herbert Bank & Trust Co
INCREASED
Shares11,533 from 11,398
Change+135 (+1%)
Value$2.9M (+$156.8K)
Filed 2026-11-02
Wealth Intelligence, LLC
INCREASED
Shares11,514 from 11,259
Change+255 (+2%)
Value$2.9M (+$185.2K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares11,512 from 11,323
Change+189 (+2%)
Value$2.9M (+$169.5K)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares11,489 from 11,707
Change-218 (-2%)
Value$2.9M (+$72.2K)
Filed 2026-10-27
McLean Asset Management Corp
INCREASED
Shares11,480 from 11,322
Change+158 (+1%)
Value$3.0M (-$87.6K)
Filed 2026-11-06
Smith Group Asset Management, LLC
DECREASED
Shares11,455 from 12,186
Change-731 (-6%)
Value$2.9M (-$50.4K)
Filed 2026-10-27
Beam Wealth Advisors, Inc.
DECREASED
Shares11,393 from 11,985
Change-592 (-5%)
Value$2.8M (-$17.9K)
Filed 2026-11-03
Capital Advantage, Inc.
DECREASED
Shares11,380 from 11,477
Change-97 (-1%)
Value$2.8M (+$99.9K)
Filed 2026-10-14
Martin Capital Advisors, LLP
DECREASED
Shares11,378 from 11,495
Change-117 (-1%)
Value$2.8M (+$95.1K)
Filed 2026-10-15
Altus Wealth Group LLC
DECREASED
Shares11,332 from 12,267
Change-935 (-8%)
Value$2.8M (-$100.3K)
Filed 2026-10-20
Gen-Wealth Partners Inc
DECREASED
Shares11,317 from 12,746
Change-1,429 (-11%)
Value$2.8M (-$218.1K)
Filed 2026-11-04
Financial Consulate, Inc
DECREASED
Shares11,304 from 11,413
Change-109 (-1%)
Value$2.8M (+$96.2K)
Filed 2026-10-23
IFG Advisors, LLC
INCREASED
Shares11,299 from 11,249
Change+50 (+0%)
Value$2.8M (+$134.1K)
Filed 2026-10-15
August Group Capital Ltd
INCREASED
Shares11,286 from 11,116
Change+170 (+2%)
Value$2.8M (+$162.5K)
Filed 2026-10-14
Matisse Capital
DECREASED
Shares11,286 from 11,305
Change-19 (0%)
Value$2.8M (+$117.5K)
Filed 2026-10-29
Abacus Wealth Partners, LLC
INCREASED
Shares11,267 from 11,109
Change+158 (+1%)
Value$2.8M (+$159.5K)
Filed 2026-11-03
Tarbox Family Office, Inc.
INCREASED
Shares11,254 from 5,836
Change+5,418 (+93%)
Value$2.8M (+$1.4M)
Filed 2026-10-23
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares11,240 from 11,240
Change0 (0%)
Value$2.8M (+$121.5K)
Filed 2026-10-30
Oak Asset Management, LLC
DECREASED
Shares11,230 from 11,365
Change-135 (-1%)
Value$2.8M (+$89.2K)
Filed 2026-10-13
Unique Wealth, LLC
INCREASED
Shares11,228 from 10,659
Change+569 (+5%)
Value$2.8M (+$257.0K)
Filed 2026-10-16
Motive Wealth Advisors
INCREASED
Shares11,225 from 10,719
Change+506 (+5%)
Value$2.8M (+$241.9K)
Filed 2026-10-26
Bullseye Investment Management, LLC
DECREASED
Shares11,219 from 11,280
Change-61 (-1%)
Value$2.8M (+$106.7K)
Filed 2026-10-29
Sprinkle Financial Consultants LLC
DECREASED
Shares11,212 from 11,962
Change-750 (-6%)
Value$2.8M (-$57.6K)
Filed 2026-10-09
WealthTrust Asset Management, LLC
DECREASED
Shares11,200 from 11,395
Change-195 (-2%)
Value$2.8M (+$74.6K)
Filed 2026-10-22
Hennessy Advisors Inc
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$2.8M (+$121.1K)
Filed 2026-10-28
Washburn Capital Management, Inc.
DECREASED
Shares11,197 from 11,212
Change-15 (0%)
Value$2.8M (+$117.5K)
Filed 2026-10-19
Richardson Financial Services Inc.
INCREASED
Shares11,189 from 10,504
Change+685 (+7%)
Value$2.8M (+$284.2K)
Filed 2026-10-30
Farrell Financial LLC
INCREASED
Shares11,171 from 11,148
Change+23 (+0%)
Value$2.8M (+$126.2K)
Filed 2026-10-16
Davidson Trust Co
DECREASED
Shares11,163 from 11,240
Change-77 (-1%)
Value$2.8M (+$102.3K)
Filed 2026-10-09
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares11,160 from 11,390
Change-230 (-2%)
Value$2.8M (+$65.8K)
Filed 2026-10-28
American Capital Advisory, LLC
DECREASED
Shares11,155 from 11,885
Change-730 (-6%)
Value$2.8M (-$53.4K)
Filed 2026-10-28
Centerpoint Advisors, LLC
INCREASED
Shares11,145 from 8,534
Change+2,611 (+31%)
Value$2.8M (+$743.0K)
Filed 2026-11-05
Noble Wealth Management PBC
DECREASED
Shares11,139 from 11,144
Change-5 (0%)
Value$2.8M (+$119.2K)
Filed 2026-10-01
RVW Wealth, LLC
DECREASED
Shares11,136 from 11,240
Change-104 (-1%)
Value$2.8M (+$95.5K)
Filed 2026-10-06
Capital Wealth Alliance, LLC
INCREASED
Shares11,127 from 8,464
Change+2,663 (+31%)
Value$2.8M (+$754.6K)
Filed 2026-10-20
Carlson Financial, Inc.
DECREASED
Shares11,122 from 11,149
Change-27 (0%)
Value$2.8M (+$114.3K)
Filed 2026-11-05
Austin Wealth Management, LLC
INCREASED
Shares11,118 from 10,399
Change+719 (+7%)
Value$2.8M (+$253.7K)
Filed 2026-11-06
Midwest Financial Group LLC
INCREASED
Shares11,113 from 11,023
Change+90 (+1%)
Value$2.8M (+$141.6K)
Filed 2026-10-15
Grantvest Financial Group LLC
DECREASED
Shares11,099 from 11,390
Change-291 (-3%)
Value$2.8M (+$50.6K)
Filed 2026-10-21
Catalyst Capital Advisors LLC
INCREASED
Shares11,098 from 10,022
Change+1,076 (+11%)
Value$2.8M (+$376.4K)
Filed 2026-11-02
Puff Wealth Management, LLC
DECREASED
Shares11,096 from 11,144
Change-48 (0%)
Value$2.8M (+$108.5K)
Filed 2026-10-07
Center For Asset Management LLC
INCREASED
Shares11,074 from 6,130
Change+4,944 (+81%)
Value$2.8M (+$1.3M)
Filed 2026-10-16
Client 1ST Advisory Group, LLC
INCREASED
Shares11,061 from 10,831
Change+230 (+2%)
Value$2.8M (+$174.4K)
Filed 2026-10-19
Flagship Capital Management Inc.
INCREASED
Shares11,055 from 10,125
Change+930 (+9%)
Value$2.8M (+$341.2K)
Filed 2026-10-20
Account Management LLC
UNCHANGED
Shares11,055 from 11,055
Change0 (0%)
Value$2.8M (+$119.5K)
Filed 2026-11-04
Centerpoint Advisory Group
INCREASED
Shares11,033 from 11,013
Change+20 (+0%)
Value$2.7M (+$124.0K)
Filed 2026-10-23
Grandfield & Dodd, LLC
DECREASED
Shares11,032 from 11,132
Change-100 (-1%)
Value$2.7M (+$95.4K)
Filed 2026-10-29
Collar Capital Management, LLC
INCREASED
Shares11,023 from 10,788
Change+235 (+2%)
Value$2.7M (+$175.2K)
Filed 2026-10-28
Wellington Shields Capital Management, LLC
DECREASED
Shares11,000 from 110,437
Change-99,437 (-90%)
Value$2.7M (-$23.6M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares11,000 from 31,386
Change-20,386 (-65%)
Value$2.7M (-$4.7M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$2.7M (+$118.9K)
Filed 2026-11-03
Nicholas Wealth, Llc.
DECREASED
Shares10,986 from 10,990
Change-4 (0%)
Value$2.7M (+$117.9K)
Filed 2026-10-26
Sutton Place Investors LLC
INCREASED
Shares10,962 from 10,840
Change+122 (+1%)
Value$2.7M (+$147.6K)
Filed 2026-10-20
Alpine Bank Wealth Management
DECREASED
Shares10,911 from 11,728
Change-817 (-7%)
Value$2.7M (-$76.8K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
INCREASED
Shares10,907 from 10,784
Change+123 (+1%)
Value$2.7M (+$147.2K)
Filed 2026-10-21
BCS Wealth Management
DECREASED
Shares10,905 from 11,302
Change-397 (-4%)
Value$2.7M (+$23.3K)
Filed 2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares10,890 from 10,700
Change+190 (+2%)
Value$2.7M (+$163.0K)
Filed 2026-10-08
Financial Planning Hawaii, Inc.
DECREASED
Shares10,881 from 11,230
Change-349 (-3%)
Value$2.7M (+$34.4K)
Filed 2026-10-13
Oak Barrel Wealth Advisory LLC
INCREASED
Shares10,876 from 10,816
Change+60 (+1%)
Value$2.7M (+$131.9K)
Filed 2026-11-05
Main Street Group, LTD
DECREASED
Shares10,873 from 10,934
Change-61 (-1%)
Value$2.7M (+$103.0K)
Filed 2026-10-28
Pflug Koory, LLC
INCREASED
Shares10,872 from 10,533
Change+339 (+3%)
Value$2.7M (+$198.4K)
Filed 2026-10-26
Fonville Wealth Management LLC
INCREASED
Shares10,868 from 10,007
Change+861 (+9%)
Value$2.7M (+$322.7K)
Filed 2026-10-28
Steinberganna Wealth Management
DECREASED
Shares10,849 from 11,343
Change-494 (-4%)
Value$2.7M (-$463)
Filed 2026-10-23
Studio Investment Management LLC
DECREASED
Shares10,833 from 11,483
Change-650 (-6%)
Value$2.7M (-$37.8K)
Filed 2026-10-22
Advisor Resource Council
DECREASED
Shares10,821 from 11,640
Change-819 (-7%)
Value$2.7M (-$116.9K)
Filed 2026-11-05
Genesee Capital Advisors, LLC
DECREASED
Shares10,808 from 11,222
Change-414 (-4%)
Value$2.7M (+$18.2K)
Filed 2026-10-20
Elevate Capital Advisors, LLC
DECREASED
Shares10,792 from 14,174
Change-3,382 (-24%)
Value$2.7M (-$689.5K)
Filed 2026-11-02
Emergent Wealth Advisors, LLC
INCREASED
Shares10,786 from 9,918
Change+868 (+9%)
Value$2.7M (+$227.4K)
Filed 2026-10-09
William Mack & Associates, Inc.
DECREASED
Shares10,774 from 10,898
Change-124 (-1%)
Value$2.7M (+$86.9K)
Filed 2026-10-27
Thayer Partners, LLC / MA
UNCHANGED
Shares10,725 from 10,725
Change0 (0%)
Value$2.7M (+$115.9K)
Filed 2026-11-06
Beirne Wealth Consulting Services, LLC
DECREASED
Shares10,707 from 12,770
Change-2,063 (-16%)
Value$2.7M (-$375.8K)
Filed 2026-10-19
Cpwa, LLC
DECREASED
Shares10,679 from 10,784
Change-105 (-1%)
Value$2.8M (+$201.2K)
Filed 2026-11-04
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares10,664 from 12,032
Change-1,368 (-11%)
Value$2.7M (-$210.8K)
Filed 2026-10-13
Lester Murray Antman dba SimplyRich
INCREASED
Shares10,659 from 10,646
Change+13 (+0%)
Value$2.7M (+$118.7K)
Filed 2026-11-06
Deseret Mutual Benefit Administrators
INCREASED
Shares10,652 from 10,490
Change+162 (+2%)
Value$2.7M (+$153.8K)
Filed 2026-11-04
Gilman Hill Asset Management, LLC
DECREASED
Shares10,633 from 11,325
Change-692 (-6%)
Value$2.6M (-$50.0K)
Filed 2026-10-13
Sunburst Financial Group, LLC
DECREASED
Shares10,623 from 10,639
Change-16 (0%)
Value$2.6M (+$111.0K)
Filed 2026-10-09
Cooper S Advisors, LLC
INCREASED
Shares10,622 from 10,607
Change+15 (+0%)
Value$2.6M (+$118.4K)
Filed 2026-11-03
Insight Wealth Partners, LLC
DECREASED
Shares10,607 from 10,828
Change-221 (-2%)
Value$2.6M (+$62.0K)
Filed 2026-10-26
BAM Wealth Management, LLC
INCREASED
Shares10,595 from 9,975
Change+620 (+6%)
Value$2.6M (+$262.3K)
Filed 2026-10-15
Midwest Professional Planners, Ltd.
INCREASED
Shares10,594 from 10,039
Change+555 (+6%)
Value$2.6M (+$246.9K)
Filed 2026-10-29
Jeter Robert S II
INCREASED
Shares10,589 from 4,159
Change+6,430 (+155%)
Value$2.7M (+$1.7M)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares10,580 from 11,410
Change-830 (-7%)
Value$2.6M (-$18.1K)
Filed 2026-11-03
Guardian Investment Management
INCREASED
Shares10,564 from 9,506
Change+1,058 (+11%)
Value$2.6M (+$366.4K)
Filed 2026-10-23
Kraematon Investment Advisors, Inc
INCREASED
Shares10,563 from 10,453
Change+110 (+1%)
Value$2.6M (+$140.4K)
Filed 2026-11-02
Cypress Point Wealth Management, LLC
DECREASED
Shares10,550 from 11,382
Change-832 (-7%)
Value$2.6M (-$84.1K)
Filed 2026-11-03
MTM Investment Management, LLC
INCREASED
Shares10,550 from 10,398
Change+152 (+1%)
Value$2.6M (+$150.3K)
Filed 2026-10-30
TrueWealth Advisors, LLC
INCREASED
Shares10,504 from 10,137
Change+367 (+4%)
Value$2.6M (+$201.0K)
Filed 2026-10-09
WJ Wealth Management, LLC
INCREASED
Shares10,460 from 10,320
Change+140 (+1%)
Value$2.6M (+$146.4K)
Filed 2026-11-03
Ariadne Wealth Management, LP
INCREASED
Shares10,448 from 10,310
Change+138 (+1%)
Value$2.6M (+$145.8K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares10,440 from 8,030
Change+2,410 (+30%)
Value$2.6M (+$687.3K)
Filed 2026-10-14
Phillips Financial Management, LLC
INCREASED
Shares10,433 from 10,278
Change+155 (+2%)
Value$2.6M (+$149.7K)
Filed 2026-10-19
Acorn Creek Capital LLC
INCREASED
Shares10,429 from 9,479
Change+950 (+10%)
Value$2.6M (+$339.2K)
Filed 2026-11-05
Gill Capital Partners, LLC
INCREASED
Shares10,420 from 9,758
Change+662 (+7%)
Value$2.6M (+$270.4K)
Filed 2026-10-13
Promethium Advisors,llc
INCREASED
Shares10,416 from 10,278
Change+138 (+1%)
Value$2.6M (+$145.5K)
Filed 2026-10-19
Eagle Bluffs Wealth Management LLC
INCREASED
Shares10,394 from 10,131
Change+263 (+3%)
Value$2.6M (+$175.0K)
Filed 2026-10-20
Horizon Wealth Management, LLC
DECREASED
Shares10,389 from 12,844
Change-2,455 (-19%)
Value$2.6M (-$472.8K)
Filed 2026-11-02
Three Magnolias Financial Advisors, LLC
DECREASED
Shares10,375 from 12,875
Change-2,500 (-19%)
Value$2.6M (-$483.7K)
Filed 2026-10-14
Carolina Wealth Management Inc
INCREASED
Shares10,371 from 7,061
Change+3,310 (+47%)
Value$2.6M (+$901.0K)
Filed 2026-10-29
Catalyst Private Wealth, LLC
INCREASED
Shares10,370 from 9,815
Change+555 (+6%)
Value$2.6M (+$244.4K)
Filed 2026-10-13
Investment Research Partners LLC
INCREASED
Shares10,364 from 9,229
Change+1,135 (+12%)
Value$2.6M (+$382.6K)
Filed 2026-10-19
Union Savings Bank
DECREASED
Shares10,362 from 10,425
Change-63 (-1%)
Value$2.6M (+$97.0K)
Filed 2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED
Shares10,351 from 9,375
Change+976 (+10%)
Value$2.6M (+$344.5K)
Filed 2026-10-29
Braeburn Wealth Management LLC
INCREASED
Shares10,346 from 10,152
Change+194 (+2%)
Value$2.6M (+$158.1K)
Filed 2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED
Shares10,341 from 9,892
Change+449 (+5%)
Value$2.6M (+$141.5K)
Filed 2026-10-28
Aletheian Wealth Advisors LLC
INCREASED
Shares10,335 from 9,380
Change+955 (+10%)
Value$2.6M (+$339.2K)
Filed 2026-10-08
Cathy Pareto & Associates, Inc
INCREASED
Shares10,329 from 10,266
Change+63 (+1%)
Value$2.6M (+$126.6K)
Filed 2026-10-15
Gainplan LLC
NEW
Shares10,317
Change+10,317
Value$2.6M
Filed 2026-10-09
Worth Asset Management, LLC
INCREASED
Shares10,317 from 8,400
Change+1,917 (+23%)
Value$2.6M (+$568.4K)
Filed 2026-10-07
Wernau Asset Management Inc.
INCREASED
Shares10,314 from 10,298
Change+16 (+0%)
Value$2.6M (+$115.3K)
Filed 2026-10-19
Avondale Wealth Management
UNCHANGED
Shares10,298 from 10,298
Change0 (0%)
Value$2.6M (+$111.3K)
Filed 2026-10-15
MMA Asset Management LLC
INCREASED
Shares10,282 from 9,113
Change+1,169 (+13%)
Value$2.6M (+$389.8K)
Filed 2026-11-02
Mlp3, LLC
INCREASED
Shares10,281 from 8,818
Change+1,463 (+17%)
Value$2.6M (+$459.8K)
Filed 2026-10-22
Gerald Baker Financial Group LLC
DECREASED
Shares10,278 from 10,305
Change-27 (0%)
Value$2.6M (+$104.7K)
Filed 2026-10-09
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED
Shares10,260 from 10,260
Change0 (0%)
Value$2.6M (+$110.9K)
Filed 2026-10-13
Fortune 45 LLC
DECREASED
Shares10,227 from 10,333
Change-106 (-1%)
Value$2.5M (+$85.3K)
Filed 2026-10-14
Arcadia Wealth Management, LLC
INCREASED
Shares10,226 from 10,217
Change+9 (+0%)
Value$2.5M (+$112.7K)
Filed 2026-10-22
Redwood Financial Network Corp
DECREASED
Shares10,223 from 10,591
Change-368 (-3%)
Value$2.5M (+$22.8K)
Filed 2026-11-03
FAI Advisors, Inc.
INCREASED
Shares10,219 from 9,784
Change+435 (+4%)
Value$2.5M (+$214.1K)
Filed 2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares10,197 from 10,899
Change-702 (-6%)
Value$2.5M (-$56.9K)
Filed 2026-10-09
Inlet Private Wealth, LLC
DECREASED
Shares10,187 from 10,280
Change-93 (-1%)
Value$2.5M (+$88.0K)
Filed 2026-10-21
Vima LLC
DECREASED
Shares10,180 from 10,188
Change-8 (0%)
Value$2.5M (+$108.1K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
INCREASED
Shares10,148 from 9,183
Change+965 (+11%)
Value$2.5M (+$339.7K)
Filed 2026-10-09
Heritage Wealth Management, Inc.
DECREASED
Shares10,142 from 10,156
Change-14 (0%)
Value$2.5M (+$106.3K)
Filed 2026-10-28
Sage Mountain Advisors LLC
DECREASED
Shares10,096 from 21,011
Change-10,915 (-52%)
Value$4.4M (-$587.2K)
Filed 2026-11-02
United Community Bank
DECREASED
Shares10,094 from 10,215
Change-121 (-1%)
Value$2.5M (+$80.3K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
INCREASED
Shares10,088 from 9,673
Change+415 (+4%)
Value$2.5M (+$208.0K)
Filed 2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED
Shares10,071 from 9,932
Change+139 (+1%)
Value$2.5M (+$142.0K)
Filed 2026-11-03
Curran Financial Partners, LLC
INCREASED
Shares10,071 from 10,025
Change+46 (+0%)
Value$2.5M (+$119.7K)
Filed 2026-11-04
Johnson & White Wealth Management, LLC
UNCHANGED
Shares10,052 from 10,052
Change0 (0%)
Value$2.5M (+$108.7K)
Filed 2026-11-03
Guerra PAN Advisors, LLC
INCREASED
Shares10,050 from 9,630
Change+420 (+4%)
Value$2.6M (+$342.4K)
Filed 2026-10-26
American Institute for Advanced Investment Management, LLP
DECREASED
Shares10,030 from 10,154
Change-124 (-1%)
Value$2.5M (+$78.9K)
Filed 2026-11-03
Azzad Asset Management Inc
UNCHANGED
Shares10,030 from 10,030
Change0 (0%)
Value$2.5M (+$108.4K)
Filed 2026-11-04
Twin Peaks Capital Ltd
NEW
Shares10,000
Change+10,000
Value$2.5M
Filed 2026-11-03
Professional Financial Advisors, LLC
INCREASED
Shares9,992 from 9,984
Change+8 (+0%)
Value$2.5M (+$109.8K)
Filed 2026-10-13
Alternative Investment Advisors, Llc.
DECREASED
Shares9,990 from 10,227
Change-237 (-2%)
Value$2.5M (+$51.5K)
Filed 2026-11-03
Decision Investments, Inc
INCREASED
Shares9,988 from 9,401
Change+587 (+6%)
Value$2.5M (+$247.9K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
INCREASED
Shares9,983 from 6,466
Change+3,517 (+54%)
Value$2.5M (+$946.2K)
Filed 2026-10-09
Bryant Woods Investment Advisors, LLC
DECREASED
Shares9,971 from 10,060
Change-89 (-1%)
Value$2.5M (+$86.6K)
Filed 2026-10-26
Luts & Greenleigh Group, Inc.
DECREASED
Shares9,964 from 10,041
Change-77 (-1%)
Value$2.5M (+$89.4K)
Filed 2026-11-05
Cannon Capital Management, Inc.
INCREASED
Shares9,962 from 9,545
Change+417 (+4%)
Value$2.5M (+$207.1K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares9,957 from 8,138
Change+1,819 (+22%)
Value$2.5M (+$541.0K)
Filed 2026-10-21
Rahlfs Capital, LLC
UNCHANGED
Shares9,955 from 9,955
Change0 (0%)
Value$2.5M (+$107.6K)
Filed 2026-10-23
Investment Partners Asset Management, Inc.
DECREASED
Shares9,940 from 10,066
Change-126 (-1%)
Value$2.5M (+$77.4K)
Filed 2026-10-09
Lee Financial Co
INCREASED
Shares9,929 from 9,618
Change+311 (+3%)
Value$2.5M (+$181.4K)
Filed 2026-10-16
Cherrydale Wealth Management, LLC
INCREASED
Shares9,928 from 9,846
Change+82 (+1%)
Value$2.5M (+$126.5K)
Filed 2026-10-20
Corundum Group, Inc.
INCREASED
Shares9,924 from 8,601
Change+1,323 (+15%)
Value$2.5M (+$422.6K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares9,922 from 9,710
Change+212 (+2%)
Value$2.5M (+$157.8K)
Filed 2026-11-05
waypoint wealth counsel
INCREASED
Shares9,915 from 8,929
Change+986 (+11%)
Value$2.5M (+$342.2K)
Filed 2026-10-22
McNaughton Wealth Management, LLC
INCREASED
Shares9,913 from 9,617
Change+296 (+3%)
Value$2.5M (+$177.6K)
Filed 2026-10-09
Old Port Advisors
INCREASED
Shares9,892 from 9,479
Change+413 (+4%)
Value$2.5M (+$205.4K)
Filed 2026-10-23
AWM Capital, LLC
INCREASED
Shares9,880 from 8,246
Change+1,634 (+20%)
Value$2.5M (+$496.3K)
Filed 2026-10-16
West Paces Advisors Inc.
INCREASED
Shares9,841 from 9,727
Change+114 (+1%)
Value$2.5M (+$133.6K)
Filed 2026-10-13
First Financial Corp
DECREASED
Shares9,838 from 10,041
Change-203 (-2%)
Value$2.5M (+$58.0K)
Filed 2026-10-13
Fell Capital Management
DECREASED
Shares9,834 from 10,476
Change-642 (-6%)
Value$2.5M (-$46.7K)
Filed 2026-10-09
TFC Financial Management, Inc.
INCREASED
Shares9,827 from 9,588
Change+239 (+2%)
Value$2.4M (+$163.2K)
Filed 2026-10-26
First Bancorp, Inc
DECREASED
Shares9,810 from 10,316
Change-506 (-5%)
Value$2.4M (-$14.6K)
Filed 2026-10-26
Seelaus Asset Management LLC
DECREASED
Shares9,808 from 10,582
Change-774 (-7%)
Value$2.4M (-$78.5K)
Filed 2026-10-14
MN Wealth Advisors, LLC
DECREASED
Shares9,801 from 9,890
Change-89 (-1%)
Value$2.4M (+$84.7K)
Filed 2026-10-23
TT Capital Management LLC
INCREASED
Shares9,796 from 8,834
Change+962 (+11%)
Value$2.4M (+$335.1K)
Filed 2026-10-15
IronBridge Private Wealth, LLC
INCREASED
Shares9,795 from 8,619
Change+1,176 (+14%)
Value$2.4M (+$386.2K)
Filed 2026-11-03
Avion Wealth
DECREASED
Shares9,792 from 10,527
Change-735 (-7%)
Value$2.4M (-$69.0K)
Filed 2026-11-04
Juno Financial Group LLC
INCREASED
Shares9,778 from 9,215
Change+563 (+6%)
Value$2.4M (+$239.9K)
Filed 2026-10-27
Monte Financial Group, LLC
DECREASED
Shares9,771 from 9,790
Change-19 (0%)
Value$2.4M (-$224.4K)
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
INCREASED
Shares9,763 from 9,400
Change+363 (+4%)
Value$2.4M (+$192.1K)
Filed 2026-10-19
Hudock, Inc.
DECREASED
Shares9,753 from 10,242
Change-489 (-5%)
Value$2.4M (-$11.1K)
Filed 2026-10-14
G2 Capital Management, LLC / OH
DECREASED
Shares9,753 from 9,853
Change-100 (-1%)
Value$2.4M (+$81.6K)
Filed 2026-10-23
Pachira Investments Inc.
INCREASED
Shares9,732 from 9,383
Change+349 (+4%)
Value$2.4M (+$188.4K)
Filed 2026-10-14
Nabity-Jensen Investment Management Inc
INCREASED
Shares9,731 from 9,290
Change+441 (+5%)
Value$2.4M (+$210.3K)
Filed 2026-10-23
Gradient Capital Advisors, LLC
DECREASED
Shares9,680 from 9,845
Change-165 (-2%)
Value$2.4M (+$65.2K)
Filed 2026-10-21
Financial & Tax Architects, LLC
DECREASED
Shares9,626 from 10,903
Change-1,277 (-12%)
Value$2.4M (-$200.3K)
Filed 2026-10-15
Walker Asset Management, LLC
INCREASED
Shares9,625 from 9,249
Change+376 (+4%)
Value$2.4M (+$193.7K)
Filed 2026-10-13
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares9,616 from 7,678
Change+1,938 (+25%)
Value$2.4M (+$565.9K)
Filed 2026-11-02
Hilltop National Bank
DECREASED
Shares9,615 from 9,641
Change-26 (0%)
Value$2.4M (+$97.7K)
Filed 2026-10-14
Cumberland Advisors Inc
INCREASED
Shares9,568 from 9,530
Change+38 (+0%)
Value$2.4M (+$112.5K)
Filed 2026-10-30
Wisconsin Wealth Advisors, LLC
DECREASED
Shares9,565 from 9,893
Change-328 (-3%)
Value$2.4M (+$25.2K)
Filed 2026-10-08
Brown Wealth Management, LLC
INCREASED
Shares9,555 from 8,557
Change+998 (+12%)
Value$2.4M (+$341.2K)
Filed 2026-10-20
Saxony Capital Management, LLC
INCREASED
Shares9,554 from 9,158
Change+396 (+4%)
Value$2.4M (+$197.6K)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED
Shares9,533 from 9,333
Change+200 (+2%)
Value$2.4M (+$150.7K)
Filed 2026-11-02
J. Team Financial, Inc.
INCREASED
Shares9,514 from 9,216
Change+298 (+3%)
Value$2.4M (+$173.9K)
Filed 2026-11-03
Sunbeam Capital Management, LLC
DECREASED
Shares9,499 from 11,207
Change-1,708 (-15%)
Value$2.4M (-$304.4K)
Filed 2026-11-05
Camden National Bank
INCREASED
Shares9,489 from 8,138
Change+1,351 (+17%)
Value$2.4M (+$424.6K)
Filed 2026-11-02
Ridgewood Investments LLC
INCREASED
Shares9,483 from 9,329
Change+154 (+2%)
Value$2.4M (+$139.2K)
Filed 2026-10-05
Scheeler Financial LLC
NEW
Shares9,475
Change+9,475
Value$2.4M
Filed 2026-10-13
Barlow Wealth Partners, LLC
DECREASED
Shares9,474 from 9,637
Change-163 (-2%)
Value$2.4M (+$80.4K)
Filed 2026-10-15
IronOak Wealth Llc.
NEW
Shares9,447
Change+9,447
Value$2.4M
Filed 2026-11-06
Mascagni Wealth Management, Inc.
INCREASED
Shares9,418 from 9,318
Change+100 (+1%)
Value$2.3M (+$125.6K)
Filed 2026-10-23
Broadway Wealth Solutions, Inc.
INCREASED
Shares9,416 from 9,058
Change+358 (+4%)
Value$2.3M (+$187.1K)
Filed 2026-10-21
Wakefield Asset Management Lllp
INCREASED
Shares9,410 from 9,134
Change+276 (+3%)
Value$2.3M (+$167.5K)
Filed 2026-11-05
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares9,398 from 9,155
Change+243 (+3%)
Value$2.3M (+$159.4K)
Filed 2026-11-04
John Boyer, Inc.
INCREASED
Shares9,397 from 9,146
Change+251 (+3%)
Value$2.3M (+$160.8K)
Filed 2026-10-27
Prentice Wealth Management LLC
INCREASED
Shares9,394 from 8,925
Change+469 (+5%)
Value$2.3M (+$213.3K)
Filed 2026-10-20
Mainsail Asset Management, LLC
DECREASED
Shares9,353 from 9,628
Change-275 (-3%)
Value$2.4M (+$16.8K)
Filed 2026-10-14
Weil Company, Inc.
INCREASED
Shares9,344 from 9,211
Change+133 (+1%)
Value$2.3M (+$132.6K)
Filed 2026-10-14
Warner Financial, Inc
INCREASED
Shares9,333 from 9,329
Change+4 (+0%)
Value$2.3M (+$101.8K)
Filed 2026-11-06
Palatine Hill Wealth Management, LLC
INCREASED
Shares9,320 from 9,314
Change+6 (+0%)
Value$2.3M (+$102.3K)
Filed 2026-11-03
Atlas Private Wealth Advisors
DECREASED
Shares9,317 from 9,517
Change-200 (-2%)
Value$2.3M (+$53.0K)
Filed 2026-10-23
DMC Group, LLC
DECREASED
Shares9,299 from 10,331
Change-1,032 (-10%)
Value$2.3M (-$145.4K)
Filed 2026-10-26
Atwood & Palmer Inc
DECREASED
Shares9,292 from 9,387
Change-95 (-1%)
Value$2.3M (+$77.8K)
Filed 2026-10-08
Vilga Financial Planning LLC
DECREASED
Shares9,268 from 9,364
Change-96 (-1%)
Value$2.3M (+$77.3K)
Filed 2026-10-09
Founders Grove Wealth Partners, LLC
INCREASED
Shares9,259 from 9,242
Change+17 (+0%)
Value$2.3M (+$104.1K)
Filed 2026-10-16
W Advisors, LLC
INCREASED
Shares9,257 from 8,658
Change+599 (+7%)
Value$2.3M (+$242.8K)
Filed 2026-11-02
Kellett Wealth Advisors, LLC
DECREASED
Shares9,253 from 9,410
Change-157 (-2%)
Value$2.3M (+$62.5K)
Filed 2026-10-15
Hollow Brook Wealth Management LLC
INCREASED
Shares9,249 from 8,680
Change+569 (+7%)
Value$2.3M (+$235.6K)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares9,241 from 9,051
Change+190 (+2%)
Value$2.3M (+$145.2K)
Filed 2026-10-29
Autumn Glory Partners, LLC
DECREASED
Shares9,237 from 9,466
Change-229 (-2%)
Value$2.3M (+$45.3K)
Filed 2026-10-26
Lynx Capital Group LTD
UNCHANGED
Shares9,236 from 9,236
Change0 (0%)
Value$2.3M (+$99.8K)
Filed 2026-11-04
O'Domhnaill Enterprises, Inc.
INCREASED
Shares9,225 from 5,010
Change+4,215 (+84%)
Value$2.3M (+$1.1M)
Filed 2026-10-29
Milestone Asset Management Group, LLC
INCREASED
Shares9,217 from 9,200
Change+17 (+0%)
Value$2.3M (+$103.6K)
Filed 2026-10-20
Brooklyn FI, LLC
INCREASED
Shares9,194 from 2,333
Change+6,861 (+294%)
Value$2.4M (+$1.9M)
Filed 2026-11-05
Johnson Financial Group, LLC
DECREASED
Shares9,178 from 32,632
Change-23,454 (-72%)
Value$2.3M (-$5.5M)
Filed 2026-11-03
Massachusetts Wealth Management
DECREASED
Shares9,170 from 9,510
Change-340 (-4%)
Value$2.3M (+$18.1K)
Filed 2026-10-21
Ardent Capital Management, Inc.
DECREASED
Shares9,170 from 9,248
Change-78 (-1%)
Value$2.3M (+$80.5K)
Filed 2026-10-16
Tenon Financial LLC
INCREASED
Shares9,163 from 7,978
Change+1,185 (+15%)
Value$2.3M (+$381.5K)
Filed 2026-10-14
Trueblood Wealth Management, LLC
INCREASED
Shares9,162 from 8,917
Change+245 (+3%)
Value$2.3M (+$157.4K)
Filed 2026-10-23
Balance Wealth Partners LLC
DECREASED
Shares9,130 from 9,333
Change-203 (-2%)
Value$2.3M (+$50.3K)
Filed 2026-10-27
South Shore Capital Advisors
DECREASED
Shares9,118 from 9,338
Change-220 (-2%)
Value$2.3M (+$46.1K)
Filed 2026-10-20
M. Kraus & Co
DECREASED
Shares9,098 from 9,453
Change-355 (-4%)
Value$2.3M (+$13.7K)
Filed 2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED
Shares9,096 from 9,230
Change-134 (-1%)
Value$2.3M (+$66.4K)
Filed 2026-11-02
Shuttleworth & Co
DECREASED
Shares9,082 from 9,122
Change-40 (0%)
Value$2.3M (+$88.6K)
Filed 2026-10-30
Barden Capital Management, Inc.
DECREASED
Shares9,072 from 9,091
Change-19 (0%)
Value$2.3M (+$93.5K)
Filed 2026-10-09
Mission Financial Group, LLC
INCREASED
Shares9,061 from 8,531
Change+530 (+6%)
Value$2.3M (+$224.4K)
Filed 2026-10-21
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares9,041 from 9,041
Change0 (0%)
Value$2.3M (+$97.7K)
Filed 2026-10-28
Petros Family Wealth, LLC
INCREASED
Shares9,026 from 8,448
Change+578 (+7%)
Value$2.2M (+$235.3K)
Filed 2026-10-28
Riverwater Partners LLC
INCREASED
Shares8,985 from 8,828
Change+157 (+2%)
Value$2.2M (+$134.5K)
Filed 2026-11-03
Tiller Private Wealth, Inc.
INCREASED
Shares8,979 from 8,901
Change+78 (+1%)
Value$2.2M (+$115.7K)
Filed 2026-10-26
Carrera Capital Advisors
INCREASED
Shares8,941 from 8,621
Change+320 (+4%)
Value$2.2M (+$172.9K)
Filed 2026-11-03
Clarus Wealth Advisors
INCREASED
Shares8,922 from 8,552
Change+370 (+4%)
Value$2.3M (+$258.1K)
Filed 2026-10-13
Cadent Capital Advisors, LLC
DECREASED
Shares8,913 from 8,914
Change-1 (0%)
Value$2.2M (+$96.1K)
Filed 2026-10-09
Peoples Bank
DECREASED
Shares8,892 from 9,137
Change-245 (-3%)
Value$2.2M (+$37.7K)
Filed 2026-10-26
Rinkey Investments
INCREASED
Shares8,887 from 8,787
Change+100 (+1%)
Value$2.2M (+$119.9K)
Filed 2026-10-28
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares8,878 from 8,508
Change+370 (+4%)
Value$2.2M (+$184.2K)
Filed 2026-10-15
AXS Investments LLC
INCREASED
Shares8,876 from 8,863
Change+13 (+0%)
Value$2.2M (+$99.0K)
Filed 2026-11-04
LifeSteps Financial, Inc.
DECREASED
Shares8,860 from 10,437
Change-1,577 (-15%)
Value$2.2M (-$280.0K)
Filed 2026-10-15
Marble Harbor Investment Counsel, LLC
DECREASED
Shares8,848 from 8,890
Change-42 (0%)
Value$2.2M (+$85.6K)
Filed 2026-11-06
Creekside Partners
UNCHANGED
Shares8,826 from 8,826
Change0 (0%)
Value$2.2M (+$95.4K)
Filed 2026-11-04
Uhlmann Price Securities, LLC
INCREASED
Shares8,823 from 8,137
Change+686 (+8%)
Value$2.2M (+$258.9K)
Filed 2026-11-03
Renasant Bank
DECREASED
Shares8,813 from 8,963
Change-150 (-2%)
Value$2.2M (+$59.5K)
Filed 2026-11-05
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares8,801 from 8,437
Change+364 (+4%)
Value$2.2M (+$181.9K)
Filed 2026-10-16
Endeavor Private Wealth, Inc.
DECREASED
Shares8,789 from 8,889
Change-100 (-1%)
Value$2.2M (+$71.2K)
Filed 2026-11-05
Capstone Wealth Management Group, Inc.
DECREASED
Shares8,788 from 8,796
Change-8 (0%)
Value$2.2M (+$93.1K)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares8,780 from 10,095
Change-1,315 (-13%)
Value$2.2M (-$218.5K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
DECREASED
Shares8,776 from 9,632
Change-856 (-9%)
Value$2.2M (-$109.1K)
Filed 2026-10-15
Meridian Investment Counsel Inc.
INCREASED
Shares8,744 from 5,796
Change+2,948 (+51%)
Value$2.2M (+$797.1K)
Filed 2026-10-14
Kraft, Davis & Associates, LLC
INCREASED
Shares8,735 from 8,651
Change+84 (+1%)
Value$2.3M (+$208.4K)
Filed 2026-10-21
Richmond Investment Services, LLC
INCREASED
Shares8,731 from 8,300
Change+431 (+5%)
Value$2.2M (+$197.1K)
Filed 2026-10-29
American State Bank (Iowa)
INCREASED
Shares8,723 from 8,290
Change+433 (+5%)
Value$2.2M (+$197.5K)
Filed 2026-11-03
Syverson Strege & Co
INCREASED
Shares8,723 from 8,426
Change+297 (+4%)
Value$2.2M (+$165.1K)
Filed 2026-11-02
TPG Advisors LLC
DECREASED
Shares8,720 from 9,025
Change-305 (-3%)
Value$2.2M (+$21.6K)
Filed 2026-10-16
Landaas & Co
INCREASED
Shares8,701 from 8,611
Change+90 (+1%)
Value$2.2M (+$115.5K)
Filed 2026-10-29
Sulzberger Capital Advisors, Inc.
INCREASED
Shares8,691 from 7,902
Change+789 (+10%)
Value$2.2M (+$282.0K)
Filed 2026-10-20
Avory & Company, LLC
DECREASED
Shares8,684 from 9,665
Change-981 (-10%)
Value$2.2M (-$139.9K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
DECREASED
Shares8,676 from 8,797
Change-121 (-1%)
Value$2.2M (+$64.9K)
Filed 2026-10-14
Morling Financial Advisors, LLC
DECREASED
Shares8,660 from 8,748
Change-88 (-1%)
Value$2.2M (+$72.6K)
Filed 2026-10-28
Aventus Investment Advisors, Inc.
INCREASED
Shares8,644 from 8,476
Change+168 (+2%)
Value$2.2M (+$133.5K)
Filed 2026-10-09
Blue Capital, Inc.
DECREASED
Shares8,617 from 8,713
Change-96 (-1%)
Value$2.1M (+$70.2K)
Filed 2026-10-13
Triasima Portfolio Management inc.
DECREASED
Shares8,549 from 8,608
Change-59 (-1%)
Value$2.1M (+$78.4K)
Filed 2026-10-15
Market Street Wealth Management Advisors LLC
INCREASED
Shares8,543 from 7,917
Change+626 (+8%)
Value$2.1M (+$241.6K)
Filed 2026-10-09
MPS Loria Financial Planners, LLC
DECREASED
Shares8,541 from 8,544
Change-3 (0%)
Value$2.1M (+$91.6K)
Filed 2026-10-14
Flavin Financial Services, Inc.
INCREASED
Shares8,537 from 6,713
Change+1,824 (+27%)
Value$2.1M (+$527.0K)
Filed 2026-10-21
Seek First Inc.
DECREASED
Shares8,524 from 8,658
Change-134 (-2%)
Value$2.1M (+$60.2K)
Filed 2026-10-27
Echo Wealth Management, LLC
INCREASED
Shares8,523 from 8,141
Change+382 (+5%)
Value$2.1M (+$183.2K)
Filed 2026-10-15
NavPoint Financial, Inc.
UNCHANGED
Shares8,521 from 8,521
Change0 (0%)
Value$2.1M (+$92.1K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
DECREASED
Shares8,517 from 8,871
Change-354 (-4%)
Value$2.1M (+$7.7K)
Filed 2026-11-03
Summit Financial Strategies, Inc.
INCREASED
Shares8,515 from 8,199
Change+316 (+4%)
Value$2.1M (+$167.4K)
Filed 2026-10-14
Winebrenner Capital Management LLC
INCREASED
Shares8,507 from 8,497
Change+10 (+0%)
Value$2.1M (+$94.3K)
Filed 2026-10-07
Legacy Wealth Partners, LLC
INCREASED
Shares8,505 from 8,052
Change+453 (+6%)
Value$2.1M (+$199.9K)
Filed 2026-10-15
Connective Portfolio Management, LLC
NEW
Shares8,500
Change+8,500
Value$2.1M
Filed 2026-10-22
Enzi Wealth
INCREASED
Shares8,443 from 7,634
Change+809 (+11%)
Value$2.2M (+$293.9K)
Filed 2026-10-14
Penn Davis Mcfarland Inc
DECREASED
Shares8,430 from 8,502
Change-72 (-1%)
Value$2.1M (+$74.0K)
Filed 2026-10-23
Narus Financial Partners, LLC
DECREASED
Shares8,429 from 8,607
Change-178 (-2%)
Value$2.1M (+$48.7K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
DECREASED
Shares8,424 from 8,739
Change-315 (-4%)
Value$2.1M (+$16.0K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
INCREASED
Shares8,421 from 6,297
Change+2,124 (+34%)
Value$2.1M (+$597.3K)
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
DECREASED
Shares8,398 from 8,796
Change-398 (-5%)
Value$2.1M (-$4.1K)
Filed 2026-10-23
CJM Wealth Advisers, Ltd.
INCREASED
Shares8,398 from 8,298
Change+100 (+1%)
Value$2.1M (+$114.6K)
Filed 2026-10-27
Provident Living Financial Services, Inc.
DECREASED
Shares8,398 from 8,428
Change-30 (0%)
Value$2.0M (+$9.7K)
Filed 2026-11-03
Northland Securities, Inc.
DECREASED
Shares8,375 from 8,585
Change-210 (-2%)
Value$2.1M (+$40.5K)
Filed 2026-11-02
Quantum Financial Planning Services, Inc.
INCREASED
Shares8,373 from 7,157
Change+1,216 (+17%)
Value$2.1M (+$379.8K)
Filed 2026-10-14
Smith Shellnut Wilson LLC
DECREASED
Shares8,370 from 8,525
Change-155 (-2%)
Value$2.1M (+$53.5K)
Filed 2026-10-21
Burns Matteson Capital Management, LLC
DECREASED
Shares8,360 from 9,457
Change-1,097 (-12%)
Value$2.1M (-$171.1K)
Filed 2026-10-16
Applied Capital LLC
INCREASED
Shares8,334 from 8,291
Change+43 (+1%)
Value$2.1M (+$100.3K)
Filed 2026-10-07
Invenio Wealth Partners LLC
DECREASED
Shares8,334 from 8,364
Change-30 (0%)
Value$2.1M (+$82.9K)
Filed 2026-10-20
KFA Private Wealth Group, LLC
DECREASED
Shares8,314 from 8,564
Change-250 (-3%)
Value$2.1M (+$30.5K)
Filed 2026-10-07
Magnolia Capital Management LTD
UNCHANGED
Shares8,313 from 8,313
Change0 (0%)
Value$2.1M (+$90.0K)
Filed 2026-10-09
Granite FO LLC
UNCHANGED
Shares8,309 from 8,309
Change0 (0%)
Value$2.1M (+$89.8K)
Filed 2026-10-14
Unified Investment Management
INCREASED
Shares8,292 from 8,276
Change+16 (+0%)
Value$2.1M (+$93.5K)
Filed 2026-10-14
Grand Central Investment Group
INCREASED
Shares8,280 from 7,216
Change+1,064 (+15%)
Value$2.1M (+$343.1K)
Filed 2026-11-02
Orin Green Financial, LLC
DECREASED
Shares8,270 from 8,391
Change-121 (-1%)
Value$2.1M (+$60.6K)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares8,269 from 7,760
Change+509 (+7%)
Value$2.1M (+$257.0K)
Filed 2026-10-16
Haven Capital Group, Inc.
INCREASED
Shares8,269 from 7,927
Change+342 (+4%)
Value$2.1M (+$170.9K)
Filed 2026-10-13
Dala Group, LLC
INCREASED
Shares8,248 from 8,175
Change+73 (+1%)
Value$2.1M (+$106.6K)
Filed 2026-10-29
Montis Financial, LLC
INCREASED
Shares8,240 from 7,933
Change+307 (+4%)
Value$2.1M (+$162.2K)
Filed 2026-11-04
Thoma Capital Management LLC
DECREASED
Shares8,225 from 8,329
Change-104 (-1%)
Value$2.0M (+$64.0K)
Filed 2026-10-19
Bond & Devick Financial Network, Inc.
INCREASED
Shares8,219 from 8,185
Change+34 (+0%)
Value$2.0M (+$97.0K)
Filed 2026-10-23
Instrumental Wealth, LLC
INCREASED
Shares8,206 from 7,935
Change+271 (+3%)
Value$2.0M (+$153.3K)
Filed 2026-10-20
TriaGen Wealth Management LLC
UNCHANGED
Shares8,201 from 8,201
Change0 (0%)
Value$2.0M (+$88.7K)
Filed 2026-10-14
Foguth Wealth Management, Llc.
INCREASED
Shares8,170 from 8,145
Change+25 (+0%)
Value$2.0M (+$6.3K)
Filed 2026-10-19
Langley Wealth Management, LLC
INCREASED
Shares8,161 from 8,150
Change+11 (+0%)
Value$2.0M (+$90.8K)
Filed 2026-11-04
Evansbrook LLC
INCREASED
Shares8,158 from 7,740
Change+418 (+5%)
Value$2.0M (+$187.8K)
Filed 2026-10-16
Equita Financial Network, Inc.
DECREASED
Shares8,146 from 9,131
Change-985 (-11%)
Value$2.0M (-$146.7K)
Filed 2026-10-19
Smith Thornton Advisors LLC
INCREASED
Shares8,127 from 8,093
Change+34 (+0%)
Value$2.0M (+$23.4K)
Filed 2026-10-16
Northern Capital Management, Inc.
INCREASED
Shares8,116 from 7,889
Change+227 (+3%)
Value$2.0M (+$141.8K)
Filed 2026-11-05
M.E. Allison & Co., Inc.
UNCHANGED
Shares8,116 from 8,116
Change0 (0%)
Value$2.0M (+$87.7K)
Filed 2026-10-09
SilverOak Wealth Management LLC
DECREASED
Shares8,096 from 8,196
Change-100 (-1%)
Value$2.0M (+$63.7K)
Filed 2026-10-29
KW Wealth Management LLC
NEW
Shares8,093
Change+8,093
Value$2.0M
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares8,080 from 8,272
Change-192 (-2%)
Value$2.0M (+$54.9K)
Filed 2026-10-13
KFG Wealth Management, LLC
DECREASED
Shares8,013 from 9,753
Change-1,740 (-18%)
Value$2.0M (-$328.1K)
Filed 2026-10-16
LB Partners LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$2.0M (+$86.5K)
Filed 2026-11-05
Kaufman Rossin Wealth, LLC
INCREASED
Shares7,949 from 4,641
Change+3,308 (+71%)
Value$2.0M (+$834.0K)
Filed 2026-10-19
Advus Financial Partners, LLC
INCREASED
Shares7,948 from 7,488
Change+460 (+6%)
Value$2.0M (+$195.6K)
Filed 2026-10-20
Nolet Wealth Management, LLC
INCREASED
Shares7,919 from 7,188
Change+731 (+10%)
Value$2.0M (+$259.8K)
Filed 2026-10-15
Portus Wealth Advisors, LLC
DECREASED
Shares7,918 from 7,989
Change-71 (-1%)
Value$2.0M (+$68.6K)
Filed 2026-10-13
Peoples Bank
DECREASED
Shares7,911 from 7,928
Change-17 (0%)
Value$2.0M (+$81.5K)
Filed 2026-10-09
Ridgecrest Wealth Partners, LLC
DECREASED
Shares7,906 from 7,989
Change-83 (-1%)
Value$2.0M (+$65.7K)
Filed 2026-10-19
Augustine Asset Management Inc
INCREASED
Shares7,898 from 5,817
Change+2,081 (+36%)
Value$2.0M (+$581.4K)
Filed 2026-10-13
Kwmg, LLC
INCREASED
Shares7,898 from 7,878
Change+20 (+0%)
Value$2.0M (+$90.1K)
Filed 2026-10-07
Optima Capital LLC
DECREASED
Shares7,883 from 8,904
Change-1,021 (-11%)
Value$2.0M (-$158.1K)
Filed 2026-10-29
Hyposwiss Advisors SA
UNCHANGED
Shares7,872 from 7,872
Change0 (0%)
Value$2.0M (+$85.1K)
Filed 2026-10-26
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares7,855 from 7,867
Change-12 (0%)
Value$2.0M (+$82.1K)
Filed 2026-10-08
Smith Asset Management Co., LLC
INCREASED
Shares7,847 from 7,097
Change+750 (+11%)
Value$2.0M (+$263.7K)
Filed 2026-10-16
Lpwm LLC
INCREASED
Shares7,842 from 7,809
Change+33 (+0%)
Value$2.0M (+$92.6K)
Filed 2026-10-20
Baring Financial LLC
INCREASED
Shares7,837 from 7,482
Change+355 (+5%)
Value$2.0M (+$169.3K)
Filed 2026-10-07
Oakwell Private Wealth Management, LLC
INCREASED
Shares7,810 from 7,327
Change+483 (+7%)
Value$1.9M (+$199.5K)
Filed 2026-11-06
WMG Financial Advisors, LLC
UNCHANGED
Shares7,792 from 7,792
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-28
My Personal CFO, LLC
DECREASED
Shares7,776 from 7,817
Change-41 (-1%)
Value$1.9M (+$74.3K)
Filed 2026-10-14
Sard Wealth Management Group, LLC
DECREASED
Shares7,760 from 7,917
Change-157 (-2%)
Value$1.9M (+$46.5K)
Filed 2026-10-16
DWR Wealth Management, LLC
INCREASED
Shares7,754 from 7,633
Change+121 (+2%)
Value$1.9M (+$79.7K)
Filed 2026-10-13
Three Arch Wealth Management LLC
INCREASED
Shares7,734 from 7,534
Change+200 (+3%)
Value$1.9M (+$131.3K)
Filed 2026-10-20
Midland Wealth Advisors, LLC
INCREASED
Shares7,726 from 7,499
Change+227 (+3%)
Value$1.9M (+$137.6K)
Filed 2026-10-26
Investmark Advisory Group LLC
INCREASED
Shares7,722 from 6,308
Change+1,414 (+22%)
Value$1.9M (+$420.5K)
Filed 2026-10-27
Eagle Bay Advisors LLC
INCREASED
Shares7,719 from 7,367
Change+352 (+5%)
Value$1.9M (+$167.3K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
DECREASED
Shares7,692 from 7,937
Change-245 (-3%)
Value$1.9M (+$24.8K)
Filed 2026-10-07
RHS Financial, LLC
INCREASED
Shares7,677 from 6,342
Change+1,335 (+21%)
Value$1.9M (+$401.2K)
Filed 2026-10-13
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares7,664 from 5,673
Change+1,991 (+35%)
Value$1.9M (+$557.4K)
Filed 2026-10-16
Washington Growth Strategies LLC
UNCHANGED
Shares7,655 from 7,655
Change0 (0%)
Value$1.9M (+$82.8K)
Filed 2026-10-19
Carderock Capital Management Inc
NEW
Shares7,652
Change+7,652
Value$1.9M
Filed 2026-10-22
Nordwand Advisors, LLC
INCREASED
Shares7,646 from 6,673
Change+973 (+15%)
Value$1.9M (+$314.6K)
Filed 2026-11-05
Sidoxia Capital Management, LLC
INCREASED
Shares7,642 from 7,514
Change+128 (+2%)
Value$1.9M (+$113.1K)
Filed 2026-10-28
Forteris Wealth Management Inc.
DECREASED
Shares7,638 from 8,081
Change-443 (-5%)
Value$1.9M (-$23.0K)
Filed 2026-10-13
Exchange Bank
DECREASED
Shares7,637 from 7,695
Change-58 (-1%)
Value$1.9M (+$68.7K)
Filed 2026-10-07
Colton Groome Financial Advisors, LLC
INCREASED
Shares7,630 from 6,597
Change+1,033 (+16%)
Value$1.9M (+$328.5K)
Filed 2026-10-06
Eclectic Associates Inc
DECREASED
Shares7,627 from 8,019
Change-392 (-5%)
Value$1.9M (-$11.0K)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
INCREASED
Shares7,614 from 7,606
Change+8 (+0%)
Value$1.9M (+$84.2K)
Filed 2026-10-20
QP Wealth Management, LLC
INCREASED
Shares7,601 from 7,533
Change+68 (+1%)
Value$1.9M (+$98.4K)
Filed 2026-10-20
Members Wealth LLC
INCREASED
Shares7,596 from 7,362
Change+234 (+3%)
Value$2.0M (+$219.6K)
Filed 2026-10-20
Objective Capital Management, LLC
DECREASED
Shares7,592 from 7,732
Change-140 (-2%)
Value$1.9M (+$48.7K)
Filed 2026-10-13
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares7,581 from 5,981
Change+1,600 (+27%)
Value$1.9M (+$463.3K)
Filed 2026-10-15
DecisionMap Wealth Management, LLC
DECREASED
Shares7,581 from 7,620
Change-39 (-1%)
Value$1.9M (+$72.7K)
Filed 2026-10-29
Collective Family Office LLC
DECREASED
Shares7,579 from 7,762
Change-183 (-2%)
Value$1.9M (+$38.3K)
Filed 2026-10-05
Guardian Capital, LLC
DECREASED
Shares7,574 from 8,673
Change-1,099 (-13%)
Value$1.9M (-$180.1K)
Filed 2026-11-06
MKT Advisors LLC
DECREASED
Shares7,574 from 7,974
Change-400 (-5%)
Value$1.9M (-$37.2K)
Filed 2026-10-20
Intergy Private Wealth, LLC
INCREASED
Shares7,562 from 5,712
Change+1,850 (+32%)
Value$1.9M (+$522.7K)
Filed 2026-10-16
Piedmont Capital Management, LLC
INCREASED
Shares7,552 from 7,402
Change+150 (+2%)
Value$1.9M (+$117.4K)
Filed 2026-10-21
Epiq Partners, LLC
UNCHANGED
Shares7,545 from 7,545
Change0 (0%)
Value$1.9M (+$81.6K)
Filed 2026-10-07
Great Waters Wealth Management
INCREASED
Shares7,539 from 7,280
Change+259 (+4%)
Value$1.9M (+$143.2K)
Filed 2026-10-07
Selective Wealth Management, Inc.
INCREASED
Shares7,481 from 6,060
Change+1,421 (+23%)
Value$1.9M (+$407.6K)
Filed 2026-10-16
Salvus Wealth Management, LLC
INCREASED
Shares7,474 from 7,211
Change+263 (+4%)
Value$1.9M (+$143.5K)
Filed 2026-10-13
TruNorth Capital Management, LLC
INCREASED
Shares7,473 from 6,084
Change+1,389 (+23%)
Value$1.9M (+$411.8K)
Filed 2026-10-14
Carter Financial Group, Inc.
DECREASED
Shares7,466 from 7,729
Change-263 (-3%)
Value$1.9M (+$18.0K)
Filed 2026-10-21
Stone House Investment Management, LLC
INCREASED
Shares7,465 from 7,132
Change+333 (+5%)
Value$1.9M (+$160.1K)
Filed 2026-10-23
Bank & Trust Co
INCREASED
Shares7,458 from 7,370
Change+88 (+1%)
Value$1.9M (+$101.6K)
Filed 2026-10-07
Tributary Capital Management, LLC
UNCHANGED
Shares7,456 from 7,456
Change0 (0%)
Value$1.9M (+$80.6K)
Filed 2026-10-28
Trust Investment Advisors
INCREASED
Shares7,444 from 6,519
Change+925 (+14%)
Value$1.9M (+$300.9K)
Filed 2026-10-20
Acorn Financial Advisory Services Inc
INCREASED
Shares7,437 from 7,193
Change+244 (+3%)
Value$1.9M (+$138.7K)
Filed 2026-11-02
Crescent Sterling, Ltd.
DECREASED
Shares7,437 from 7,464
Change-27 (0%)
Value$1.9M (+$74.0K)
Filed 2026-10-16
Avaii Wealth Management, LLC
DECREASED
Shares7,433 from 7,468
Change-35 (0%)
Value$1.9M (+$89.6K)
Filed 2026-10-09
Searle & Co.
DECREASED
Shares7,400 from 10,805
Change-3,405 (-32%)
Value$1.8M (-$731.6K)
Filed 2026-11-04
Mach-1 Financial Group, LLC
INCREASED
Shares7,395 from 7,009
Change+386 (+6%)
Value$1.8M (+$171.9K)
Filed 2026-11-06
LifePlan Financial, LLC
INCREASED
Shares7,395 from 7,327
Change+68 (+1%)
Value$1.9M (+$132.5K)
Filed 2026-10-13
Atwater Malick LLC
INCREASED
Shares7,394 from 7,307
Change+87 (+1%)
Value$1.8M (+$100.7K)
Filed 2026-10-15
MBA Advisors LLC
INCREASED
Shares7,388 from 7,253
Change+135 (+2%)
Value$1.8M (+$112.0K)
Filed 2026-10-29
Wilkins Investment Counsel Inc
UNCHANGED
Shares7,360 from 7,360
Change0 (0%)
Value$1.8M (+$79.6K)
Filed 2026-11-03
Tealwood Asset Management Inc
DECREASED
Shares7,332 from 7,491
Change-159 (-2%)
Value$1.8M (+$42.0K)
Filed 2026-10-13
Cornerstone National Bank & Trust Co
DECREASED
Shares7,325 from 7,389
Change-64 (-1%)
Value$1.8M (+$32.4K)
Filed 2026-10-20
Genesis Private Wealth, LLC
DECREASED
Shares7,306 from 8,268
Change-962 (-12%)
Value$1.8M (-$150.3K)
Filed 2026-11-02
Edmp, Inc.
DECREASED
Shares7,304 from 7,384
Change-80 (-1%)
Value$1.8M (+$59.9K)
Filed 2026-10-22
Eurizon SLJ Capital Ltd
DECREASED
Shares7,284 from 7,633
Change-349 (-5%)
Value$1.8M (-$4.4K)
Filed 2026-11-06
Waller Financial Planning Group, Inc
INCREASED
Shares7,271 from 7,215
Change+56 (+1%)
Value$1.8M (+$91.9K)
Filed 2026-10-07
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares7,270 from 7,042
Change+228 (+3%)
Value$1.8M (+$132.9K)
Filed 2026-10-15
David J Yvars Group
UNCHANGED
Shares7,266 from 7,266
Change0 (0%)
Value$1.8M (+$78.1K)
Filed 2026-10-09
Sage Investment Counsel LLC
INCREASED
Shares7,251 from 6,682
Change+569 (+9%)
Value$1.8M (+$214.0K)
Filed 2026-10-26
Investors Research Corp
DECREASED
Shares7,227 from 7,508
Change-281 (-4%)
Value$1.8M (+$11.2K)
Filed 2026-10-07
Vista Investment Partners II, LLC
DECREASED
Shares7,223 from 7,670
Change-447 (-6%)
Value$1.8M (-$28.5K)
Filed 2026-10-15
S.A. Mason LLC
INCREASED
Shares7,213 from 7,130
Change+83 (+1%)
Value$1.8M (+$97.8K)
Filed 2026-10-13
Highland Financial Advisors, LLC
INCREASED
Shares7,212 from 6,350
Change+862 (+14%)
Value$1.8M (+$283.4K)
Filed 2026-10-19
Philip James Wealth Mangement, LLC
INCREASED
Shares7,207 from 6,856
Change+351 (+5%)
Value$1.8M (+$161.6K)
Filed 2026-10-27
BOS Asset Management, LLC
INCREASED
Shares7,202 from 6,719
Change+483 (+7%)
Value$1.8M (+$193.0K)
Filed 2026-10-09
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares7,199 from 5,044
Change+2,155 (+43%)
Value$1.8M (+$591.4K)
Filed 2026-10-22
First Financial Group Corp
INCREASED
Shares7,199 from 7,195
Change+4 (+0%)
Value$1.8M (+$78.8K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares7,186
Change+7,186
Value$1.8M
Filed 2026-10-19
25 LLC
DECREASED
Shares7,178 from 7,460
Change-282 (-4%)
Value$1.8M (+$10.5K)
Filed 2026-10-13
Align Financial, LLC
DECREASED
Shares7,155 from 7,287
Change-132 (-2%)
Value$1.8M (+$45.9K)
Filed 2026-10-16
Blue Jean Financial LLC
INCREASED
Shares7,137 from 7,026
Change+111 (+2%)
Value$1.8M (+$103.6K)
Filed 2026-10-20
Financial Council, LLC
UNCHANGED
Shares7,128 from 7,128
Change0 (0%)
Value$1.8M (+$77.1K)
Filed 2026-11-02
Avail Investment Partners, LLC
INCREASED
Shares7,117 from 5,981
Change+1,136 (+19%)
Value$1.8M (+$347.7K)
Filed 2026-10-16
Wagner Wealth Management, LLC
DECREASED
Shares7,109 from 7,487
Change-378 (-5%)
Value$1.8M (-$13.2K)
Filed 2026-10-21
Patton Fund Management, Inc.
NEW
Shares7,107
Change+7,107
Value$1.8M
Filed 2026-10-13
MFG Investments, LLC
NEW
Shares7,094
Change+7,094
Value$1.8M
Filed 2026-10-30
Arcataur Capital Management LLC
UNCHANGED
Shares7,079 from 7,079
Change0 (0%)
Value$1.8M (+$76.5K)
Filed 2026-10-21
FinArc Investments, Inc.
INCREASED
Shares7,071 from 6,656
Change+415 (+6%)
Value$1.8M (+$175.3K)
Filed 2026-10-14
Providence First Trust Co
DECREASED
Shares7,066 from 8,694
Change-1,628 (-19%)
Value$1.8M (-$311.5K)
Filed 2026-11-02
Littlejohn Financial Services, Inc.
DECREASED
Shares7,047 from 7,051
Change-4 (0%)
Value$1.8M (+$75.1K)
Filed 2026-11-06
MeadowBrook Investment Advisors LLC
DECREASED
Shares7,013 from 7,118
Change-105 (-1%)
Value$1.8M (+$59.4K)
Filed 2026-10-29
Investment Insight Wealth Management, LLC
DECREASED
Shares7,013 from 7,026
Change-13 (0%)
Value$1.7M (+$72.7K)
Filed 2026-10-30
Palisade Asset Management, LLC
UNCHANGED
Shares7,006 from 7,006
Change0 (0%)
Value$1.7M (+$75.7K)
Filed 2026-11-03
PFW Advisors LLC
INCREASED
Shares6,988 from 6,941
Change+47 (+1%)
Value$1.7M (+$86.7K)
Filed 2026-10-07
Surience Private Wealth LLC
NEW
Shares6,987
Change+6,987
Value$1.7M
Filed 2026-10-16
jvl associates llc
INCREASED
Shares6,960 from 6,494
Change+466 (+7%)
Value$1.7M (+$186.3K)
Filed 2026-10-09
Werlinich Asset Management, LLC
UNCHANGED
Shares6,945 from 6,945
Change0 (0%)
Value$1.7M (+$75.1K)
Filed 2026-10-09
Future Financial Wealth Managment LLC
DECREASED
Shares6,932 from 7,206
Change-274 (-4%)
Value$1.7M (+$43.4K)
Filed 2026-10-15
Northern Financial Advisors Inc
DECREASED
Shares6,931 from 7,336
Change-405 (-6%)
Value$1.7M (-$21.6K)
Filed 2026-10-29
Unify Financial Advisors
INCREASED
Shares6,908 from 6,816
Change+92 (+1%)
Value$1.7M (+$96.5K)
Filed 2026-11-03
Kelly Financial Group LLC
INCREASED
Shares6,906 from 6,753
Change+153 (+2%)
Value$1.7M (+$110.3K)
Filed 2026-10-16
Quantum Financial Partners LLC
INCREASED
Shares6,901 from 6,806
Change+95 (+1%)
Value$1.7M (+$97.2K)
Filed 2026-10-19
Monarch Capital Management Inc
INCREASED
Shares6,900 from 6,216
Change+684 (+11%)
Value$1.7M (+$237.6K)
Filed 2026-10-19
Frederick Financial Consultants, LLC
INCREASED
Shares6,893 from 6,272
Change+621 (+10%)
Value$1.7M (+$222.6K)
Filed 2026-10-29
Zinnia Wealth Advisory, LLC
INCREASED
Shares6,874 from 6,655
Change+219 (+3%)
Value$1.7M (+$126.5K)
Filed 2026-11-06
Robinswood Financial LLC
DECREASED
Shares6,865 from 9,914
Change-3,049 (-31%)
Value$1.8M (-$561.2K)
Filed 2026-10-20
Alterna Wealth Management, Inc
DECREASED
Shares6,863 from 6,864
Change-1 (0%)
Value$1.7M (+$74.0K)
Filed 2026-10-27
Warburton Capital Management, LLC
INCREASED
Shares6,854 from 6,463
Change+391 (+6%)
Value$1.7M (+$178.2K)
Filed 2026-11-06
CWS Financial Advisors, LLC
INCREASED
Shares6,854 from 6,835
Change+19 (+0%)
Value$1.7M (+$78.6K)
Filed 2026-10-16
Beacon Financial Strategies Corp
INCREASED
Shares6,837 from 6,770
Change+67 (+1%)
Value$1.7M (+$89.9K)
Filed 2026-10-14
MinichMacGregor Wealth Management, LLC
DECREASED
Shares6,835 from 6,957
Change-122 (-2%)
Value$1.7M (+$44.6K)
Filed 2026-10-14
Natural Investments, LLC
INCREASED
Shares6,831 from 5,844
Change+987 (+17%)
Value$1.7M (+$310.0K)
Filed 2026-11-06
Human Investing LLC
INCREASED
Shares6,830 from 5,035
Change+1,795 (+36%)
Value$1.7M (+$501.7K)
Filed 2026-10-19
Hoertkorn Richard Charles
INCREASED
Shares6,827 from 3,237
Change+3,590 (+111%)
Value$1.7M (+$929.4K)
Filed 2026-11-04
Chiron Capital Management, LLC
DECREASED
Shares6,819 from 7,098
Change-279 (-4%)
Value$1.7M (+$7.2K)
Filed 2026-10-15
Worthington Financial Partners, LLC
UNCHANGED
Shares6,816 from 6,816
Change0 (0%)
Value$1.7M (+$73.6K)
Filed 2026-10-13
Bluesphere Advisors LLC
DECREASED
Shares6,803 from 8,312
Change-1,509 (-18%)
Value$1.7M (-$286.1K)
Filed 2026-10-19
Collaborative Capital Advisors LLC
UNCHANGED
Shares6,802 from 6,802
Change0 (0%)
Value$1.7M (+$73.5K)
Filed 2026-11-06
Freedom Financial Partners LLC
DECREASED
Shares6,798 from 6,799
Change-1 (0%)
Value$1.7M (+$73.2K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
INCREASED
Shares6,797 from 4,271
Change+2,526 (+59%)
Value$1.7M (+$675.5K)
Filed 2026-11-03
G&S Capital LLC
DECREASED
Shares6,786 from 6,890
Change-104 (-2%)
Value$1.7M (+$48.6K)
Filed 2026-10-23
Saxon Interests, Inc.
DECREASED
Shares6,783 from 34,116
Change-27,333 (-80%)
Value$1.7M (-$6.4M)
Filed 2026-10-26
FDx Advisors, Inc.
DECREASED
Shares6,771 from 9,040
Change-2,269 (-25%)
Value$1.7M (-$468.0K)
Filed 2026-11-05
Cassia Capital Partners, LLC
INCREASED
Shares6,764 from 6,662
Change+102 (+2%)
Value$1.7M (+$97.3K)
Filed 2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares6,749 from 6,766
Change-17 (0%)
Value$1.7M (+$68.9K)
Filed 2026-10-15
BankPlus Wealth Management LLC
INCREASED
Shares6,735 from 6,619
Change+116 (+2%)
Value$1.7M (+$100.2K)
Filed 2026-10-13
Bdfs Capital LLC
DECREASED
Shares6,730 from 6,872
Change-142 (-2%)
Value$1.7M (+$39.1K)
Filed 2026-10-14
Tortoise Investment Management, LLC
INCREASED
Shares6,725 from 6,243
Change+482 (+8%)
Value$1.7M (+$187.6K)
Filed 2026-11-06
Bright Financial Advisors, Inc.
DECREASED
Shares6,721 from 6,730
Change-9 (0%)
Value$1.7M (+$70.3K)
Filed 2026-10-23
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares6,721 from 6,721
Change0 (0%)
Value$1.7M (+$72.7K)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
INCREASED
Shares6,717 from 4,188
Change+2,529 (+60%)
Value$1.7M (+$675.4K)
Filed 2026-10-30
Holos Integrated Wealth LLC
INCREASED
Shares6,712 from 6,352
Change+360 (+6%)
Value$1.8M (+$199.1K)
Filed 2026-10-23
Durante & Waters, LLC
DECREASED
Shares6,707 from 6,773
Change-66 (-1%)
Value$1.7M (+$56.8K)
Filed 2026-10-28
Silverleafe Capital Partners, LLC
INCREASED
Shares6,706 from 5,000
Change+1,706 (+34%)
Value$1.7M (+$479.1K)
Filed 2026-10-02
IMZ Advisory Inc
DECREASED
Shares6,702 from 6,897
Change-195 (-3%)
Value$1.7M (+$26.1K)
Filed 2026-11-03
Echo45 Advisors LLC
INCREASED
Shares6,696 from 4,895
Change+1,801 (+37%)
Value$1.7M (+$501.4K)
Filed 2026-10-07
RBA Wealth Management, LLC
INCREASED
Shares6,679 from 1,475
Change+5,204 (+353%)
Value$1.7M (+$1.3M)
Filed 2026-10-28
Samalin Investment Counsel, LLC
INCREASED
Shares6,679 from 6,668
Change+11 (+0%)
Value$1.7M (+$74.8K)
Filed 2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED
Shares6,661 from 6,741
Change-80 (-1%)
Value$1.7M (+$52.9K)
Filed 2026-11-02
Heritage Wealth Management, Inc.
INCREASED
Shares6,657 from 6,542
Change+115 (+2%)
Value$1.7M (+$99.4K)
Filed 2026-10-27
High Point Wealth Management, LLC
INCREASED
Shares6,654 from 6,164
Change+490 (+8%)
Value$1.7M (+$188.7K)
Filed 2026-11-05
Veery Capital, LLC
INCREASED
Shares6,629 from 6,594
Change+35 (+1%)
Value$1.7M (+$80.0K)
Filed 2026-10-07
apricus wealth, LLC
INCREASED
Shares6,617 from 3,667
Change+2,950 (+80%)
Value$1.6M (+$774.6K)
Filed 2026-10-26
Investment Management Corp
INCREASED
Shares6,614 from 6,502
Change+112 (+2%)
Value$1.6M (+$98.2K)
Filed 2026-11-03
RED Lighthouse Investment Management, LLC
INCREASED
Shares6,602 from 6,575
Change+27 (+0%)
Value$1.6M (+$77.8K)
Filed 2026-11-02
Cherokee Insurance Co
INCREASED
Shares6,600 from 4,600
Change+2,000 (+43%)
Value$1.6M (+$548.0K)
Filed 2026-11-05
Womack Financial LLC
DECREASED
Shares6,590 from 6,615
Change-25 (0%)
Value$1.6M (+$65.3K)
Filed 2026-10-14
BXM Wealth LLC
INCREASED
Shares6,589 from 6,504
Change+85 (+1%)
Value$1.6M (+$91.5K)
Filed 2026-11-03
Van Cleef Asset Management,Inc
DECREASED
Shares6,586 from 6,606
Change-20 (0%)
Value$1.6M (+$66.4K)
Filed 2026-10-20
Apeiron RIA LLC
DECREASED
Shares6,571 from 7,291
Change-720 (-10%)
Value$1.6M (-$106.6K)
Filed 2026-10-08
North Capital, Inc.
DECREASED
Shares6,564 from 7,271
Change-707 (-10%)
Value$1.7M (-$35.7K)
Filed 2026-10-16
CDM Financial Counseling Services, Inc.
INCREASED
Shares6,559 from 6,359
Change+200 (+3%)
Value$1.6M (+$118.6K)
Filed 2026-10-15
Hickory Point Bank & Trust
DECREASED
Shares6,557 from 6,725
Change-168 (-2%)
Value$1.6M (+$30.8K)
Filed 2026-10-01
Crew Capital Management, Ltd
INCREASED
Shares6,542 from 5,817
Change+725 (+12%)
Value$1.6M (+$243.5K)
Filed 2026-10-28
Capstone Wealth Management, LLC
INCREASED
Shares6,525 from 5,741
Change+784 (+14%)
Value$1.6M (+$257.5K)
Filed 2026-11-02
Cypress Financial Planning LLC
DECREASED
Shares6,484 from 6,737
Change-253 (-4%)
Value$1.6M (+$9.8K)
Filed 2026-10-09
Able Wealth Management LLC
INCREASED
Shares6,474 from 6,092
Change+382 (+6%)
Value$1.6M (+$175.6K)
Filed 2026-10-13
BKM Wealth Management, LLC
DECREASED
Shares6,472 from 7,234
Change-762 (-11%)
Value$1.6M (-$111.7K)
Filed 2026-10-22
Cambridge Financial Group, LLC
UNCHANGED
Shares6,463 from 6,463
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-06
Vista Investment Partners LLC
DECREASED
Shares6,456 from 6,608
Change-152 (-2%)
Value$1.6M (+$33.6K)
Filed 2026-10-08
Mountain Capital Investment Advisors Inc.
DECREASED
Shares6,445 from 6,595
Change-150 (-2%)
Value$1.6M (+$33.9K)
Filed 2026-11-06
Firestone Capital Management
INCREASED
Shares6,445 from 6,391
Change+54 (+1%)
Value$1.6M (+$82.5K)
Filed 2026-11-03
Wiser Wealth Management, Inc
INCREASED
Shares6,431 from 5,986
Change+445 (+7%)
Value$1.6M (+$175.6K)
Filed 2026-10-14
Austin Asset Management Co Inc
DECREASED
Shares6,428 from 10,691
Change-4,263 (-40%)
Value$1.6M (-$946.6K)
Filed 2026-10-29
AG Asset Advisory, LLC
UNCHANGED
Shares6,411 from 6,411
Change0 (0%)
Value$1.6M (+$69.3K)
Filed 2026-11-06
TrustBank
INCREASED
Shares6,401 from 5,091
Change+1,310 (+26%)
Value$1.6M (+$381.4K)
Filed 2026-10-20
Merkkuri Wealth Advisors LLC
DECREASED
Shares6,395 from 6,403
Change-8 (0%)
Value$1.6M (+$67.2K)
Filed 2026-11-03
SFG Wealth Management, Llc.
INCREASED
Shares6,388 from 6,205
Change+183 (+3%)
Value$1.6M (+$112.7K)
Filed 2026-10-23
Arch Global Advisors, LLC
INCREASED
Shares6,388 from 6,373
Change+15 (+0%)
Value$1.6M (+$72.6K)
Filed 2026-10-23
Matthew Goff Investment Advisor, LLC
INCREASED
Shares6,378 from 6,362
Change+16 (+0%)
Value$1.6M (+$72.8K)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
INCREASED
Shares6,371 from 4,710
Change+1,661 (+35%)
Value$1.6M (+$427.9K)
Filed 2026-11-02
Factor Wealth Management LTD
DECREASED
Shares6,340 from 8,701
Change-2,361 (-27%)
Value$1.6M (-$494.2K)
Filed 2026-10-08
Foundry Financial LLC
INCREASED
Shares6,339 from 5,782
Change+557 (+10%)
Value$1.6M (+$201.3K)
Filed 2026-10-16
Compass Wealth Management LLC
DECREASED
Shares6,338 from 6,653
Change-315 (-5%)
Value$1.6M (-$6.6K)
Filed 2026-10-22
Lake Hills Wealth Management, LLC
DECREASED
Shares6,326 from 6,425
Change-99 (-2%)
Value$1.6M (+$44.8K)
Filed 2026-10-07
BankChampaign, National Association
DECREASED
Shares6,317 from 6,436
Change-119 (-2%)
Value$1.6M (+$39.9K)
Filed 2026-10-19
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares6,303 from 6,303
Change0 (0%)
Value$1.6M (+$68.1K)
Filed 2026-10-28
Vista Finance, LLC
INCREASED
Shares6,260 from 6,003
Change+257 (+4%)
Value$1.6M (+$128.9K)
Filed 2026-10-23
Cravens & Co Advisors, LLC
INCREASED
Shares6,256 from 5,892
Change+364 (+6%)
Value$1.6M (+$154.4K)
Filed 2026-10-16
KRS Capital Management, LLC
DECREASED
Shares6,256 from 6,329
Change-73 (-1%)
Value$1.6M (+$50.2K)
Filed 2026-10-16
Courage Miller Partners, LLC
UNCHANGED
Shares6,251 from 6,251
Change0 (0%)
Value$1.6M (+$67.6K)
Filed 2026-10-21
Dale Q Rice Investment Management Ltd
DECREASED
Shares6,246 from 6,310
Change-64 (-1%)
Value$1.6M (+$52.4K)
Filed 2026-10-09
Burkett Financial Services, LLC
INCREASED
Shares6,244 from 5,000
Change+1,244 (+25%)
Value$1.6M (+$364.0K)
Filed 2026-10-01
Hill Island Financial LLC
DECREASED
Shares6,244 from 6,265
Change-21 (0%)
Value$1.6M (+$62.6K)
Filed 2026-10-20
Serenity Investment Advisors
DECREASED
Shares6,243 from 6,898
Change-655 (-9%)
Value$1.6M (-$238.8K)
Filed 2026-10-30
Gibraltar Capital Management, Inc.
INCREASED
Shares6,234 from 5,151
Change+1,083 (+21%)
Value$1.6M (+$325.5K)
Filed 2026-10-27
Cyr Financial Inc.
INCREASED
Shares6,232 from 5,934
Change+298 (+5%)
Value$1.6M (+$138.4K)
Filed 2026-10-16
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares6,230 from 4,427
Change+1,803 (+41%)
Value$1.6M (+$497.1K)
Filed 2026-10-14
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares6,211 from 5,672
Change+539 (+10%)
Value$1.5M (+$195.6K)
Filed 2026-11-03
Value Investment Professionals, LLC
UNCHANGED
Shares6,210 from 6,210
Change0 (0%)
Value$1.5M (+$67.1K)
Filed 2026-10-13
Lawood & Co
UNCHANGED
Shares6,193 from 6,193
Change0 (0%)
Value$1.5M (+$66.9K)
Filed 2026-10-09
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares6,192 from 6,212
Change-20 (0%)
Value$1.5M (+$62.2K)
Filed 2026-10-28
Merrion Investment Management Co, LLC
UNCHANGED
Shares6,190 from 6,190
Change0 (0%)
Value$1.5M (+$66.9K)
Filed 2026-10-16
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares6,187 from 5,318
Change+869 (+16%)
Value$1.5M (+$433.9K)
Filed 2026-10-14
Legacy Financial Group, Inc.
INCREASED
Shares6,163 from 6,066
Change+97 (+2%)
Value$1.5M (+$89.7K)
Filed 2026-10-21
OFS Enterprise LLC
INCREASED
Shares6,157 from 6,120
Change+37 (+1%)
Value$1.5M (+$75.4K)
Filed 2026-10-16
Altiora Financial Group, LLC
UNCHANGED
Shares6,154 from 6,154
Change0 (0%)
Value$1.5M (+$66.5K)
Filed 2026-11-04
Colorado Capital Management, Inc.
INCREASED
Shares6,153 from 5,914
Change+239 (+4%)
Value$1.5M (+$123.0K)
Filed 2026-10-15
Aspen Wealth Management LLC
INCREASED
Shares6,151 from 4,911
Change+1,240 (+25%)
Value$1.5M (+$362.0K)
Filed 2026-10-14
Guilbault Capital LLC
DECREASED
Shares6,150 from 7,322
Change-1,172 (-16%)
Value$1.5M (-$212.9K)
Filed 2026-10-28
Heritage OAK Wealth Advisors LLC
INCREASED
Shares6,150 from 6,070
Change+80 (+1%)
Value$1.5M (+$85.7K)
Filed 2026-10-14
Vestia Personal Wealth Advisors
INCREASED
Shares6,146 from 5,223
Change+923 (+18%)
Value$1.5M (+$286.4K)
Filed 2026-10-20
Innova Wealth Partners
INCREASED
Shares6,138 from 6,112
Change+26 (+0%)
Value$1.5M (+$72.5K)
Filed 2026-10-21
Savoir Faire Capital Management, L.P.
DECREASED
Shares6,135 from 14,276
Change-8,141 (-57%)
Value$1.5M (-$1.9M)
Filed 2026-11-03
Kachkovsky & Fisher, Inc.
INCREASED
Shares6,134 from 5,917
Change+217 (+4%)
Value$1.5M (+$118.0K)
Filed 2026-10-21
Coston, McIsaac & Partners
INCREASED
Shares6,127 from 5,972
Change+155 (+3%)
Value$1.5M (+$105.8K)
Filed 2026-11-06
Essential Partners LLC
INCREASED
Shares6,116 from 5,437
Change+679 (+12%)
Value$1.5M (+$227.9K)
Filed 2026-10-14
Columbia Advisory Partners LLC
INCREASED
Shares6,113 from 5,979
Change+134 (+2%)
Value$1.5M (+$98.0K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
INCREASED
Shares6,085 from 6,068
Change+17 (+0%)
Value$1.5M (+$107.6K)
Filed 2026-10-20
Eagle Harbor Asset Management Inc
INCREASED
Shares6,073 from 5,949
Change+124 (+2%)
Value$1.5M (+$95.2K)
Filed 2026-10-21
Isthmus Partners, LLC
INCREASED
Shares6,067 from 6,026
Change+41 (+1%)
Value$1.5M (+$75.4K)
Filed 2026-10-21
Global Trust Wealth Management LLC
DECREASED
Shares6,061 from 6,114
Change-53 (-1%)
Value$1.5M (+$52.9K)
Filed 2026-10-14
Opus Financial Solutions LLC
DECREASED
Shares6,041 from 7,551
Change-1,510 (-20%)
Value$1.5M (-$294.6K)
Filed 2026-11-06
Fortress Financial Group, LLC
DECREASED
Shares6,033 from 6,061
Change-28 (0%)
Value$1.5M (+$58.6K)
Filed 2026-10-21
Willow Creek Capital Management, Inc.
UNCHANGED
Shares6,020 from 6,020
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares6,016 from 6,771
Change-755 (-11%)
Value$1.5M (-$114.9K)
Filed 2026-11-05
Montchanin Asset Management, LLC
INCREASED
Shares6,011 from 5,680
Change+331 (+6%)
Value$1.5M (+$144.0K)
Filed 2026-11-02
Wealthstar Advisors, LLC
INCREASED
Shares6,002 from 6,000
Change+2 (+0%)
Value$1.5M (+$65.4K)
Filed 2026-10-19
Alkeme Wealth, LLC
INCREASED
Shares5,993 from 5,896
Change+97 (+2%)
Value$1.5M (+$87.9K)
Filed 2026-10-08
Integrated Capital Management, LLC
INCREASED
Shares5,984 from 5,815
Change+169 (+3%)
Value$1.5M (+$105.0K)
Filed 2026-10-23
Lionshead Wealth Management, LLC
INCREASED
Shares5,982 from 5,951
Change+31 (+1%)
Value$1.5M (+$72.1K)
Filed 2026-10-21
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares5,972
Change+5,972
Value$1.5M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares5,972 from 6,161
Change-189 (-3%)
Value$1.5M (+$19.5K)
Filed 2026-10-20
Davidson Capital Management Inc.
INCREASED
Shares5,966 from 5,835
Change+131 (+2%)
Value$1.5M (+$95.7K)
Filed 2026-10-15
A4 Wealth Advisors LLC
DECREASED
Shares5,949 from 6,431
Change-482 (-7%)
Value$1.5M (-$50.6K)
Filed 2026-10-20
TCP Asset Management, LLC
DECREASED
Shares5,942 from 6,944
Change-1,002 (-14%)
Value$1.5M (-$160.5K)
Filed 2026-10-14
Box Hill Private Wealth LLC
INCREASED
Shares5,933 from 5,836
Change+97 (+2%)
Value$1.5M (+$87.3K)
Filed 2026-10-05
Powers Advisory Group, LLC
DECREASED
Shares5,931 from 6,038
Change-107 (-2%)
Value$1.5M (+$38.6K)
Filed 2026-10-14
Bannerman Wealth Management Group, LLC
INCREASED
Shares5,926 from 5,838
Change+88 (+2%)
Value$1.5M (+$85.1K)
Filed 2026-10-09
Bell Investment Advisors, Inc
INCREASED
Shares5,923 from 5,735
Change+188 (+3%)
Value$1.5M (+$108.8K)
Filed 2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED
Shares5,918 from 5,718
Change+200 (+4%)
Value$1.5M (+$111.6K)
Filed 2026-10-16
Sentinel Trust Co LBA
INCREASED
Shares5,916 from 5,136
Change+780 (+15%)
Value$1.5M (+$250.0K)
Filed 2026-11-03
Entrewealth, LLC
INCREASED
Shares5,903 from 5,245
Change+658 (+13%)
Value$1.5M (+$42.7K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares5,894 from 3,638
Change+2,256 (+62%)
Value$1.5M (+$612.1K)
Filed 2026-11-03
Kennon-Green & Company, LLC
DECREASED
Shares5,886 from 6,053
Change-167 (-3%)
Value$1.5M (+$23.8K)
Filed 2026-10-05
Element Pointe Advisors, LLC
INCREASED
Shares5,878 from 5,809
Change+69 (+1%)
Value$1.5M (+$80.0K)
Filed 2026-10-21
TKG Advisors, LLC
DECREASED
Shares5,864 from 5,924
Change-60 (-1%)
Value$1.5M (+$49.1K)
Filed 2026-11-02
Vaughan David Investments LLC
INCREASED
Shares5,855 from 5,631
Change+224 (+4%)
Value$1.5M (+$117.0K)
Filed 2026-11-05
WealthSpring Partners, LLC
DECREASED
Shares5,849 from 8,126
Change-2,277 (-28%)
Value$1.5M (-$479.5K)
Filed 2026-10-14
Ballew Advisors, Inc
DECREASED
Shares5,847 from 5,872
Change-25 (0%)
Value$1.5M (+$45.6K)
Filed 2026-10-05
Chatham Capital Group, Inc.
DECREASED
Shares5,844 from 5,885
Change-41 (-1%)
Value$1.5M (+$53.4K)
Filed 2026-10-16
Alhambra Investment Management LLC
INCREASED
Shares5,843 from 5,798
Change+45 (+1%)
Value$1.5M (+$73.9K)
Filed 2026-10-15
Cogent Private Wealth, Inc.
INCREASED
Shares5,824 from 5,685
Change+139 (+2%)
Value$1.5M (+$96.1K)
Filed 2026-11-06
Leslie Global Wealth, LLC
INCREASED
Shares5,823 from 4,730
Change+1,093 (+23%)
Value$1.5M (+$323.5K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares5,784 from 3,442
Change+2,342 (+68%)
Value$1.4M (+$590.1K)
Filed 2026-11-02
Heritage Investment Group, Inc.
INCREASED
Shares5,783 from 5,611
Change+172 (+3%)
Value$1.4M (+$103.5K)
Filed 2026-11-03
Lord & Richards Wealth Management, LLC
INCREASED
Shares5,781 from 5,568
Change+213 (+4%)
Value$1.4M (+$113.3K)
Filed 2026-10-14
Kondo Wealth Advisors, Inc.
INCREASED
Shares5,768 from 5,727
Change+41 (+1%)
Value$1.4M (+$72.2K)
Filed 2026-10-19
Ballast Rock Private Wealth LLC
DECREASED
Shares5,765 from 6,608
Change-843 (-13%)
Value$1.4M (-$138.6K)
Filed 2026-10-26
4Wealth Advisors, Inc.
DECREASED
Shares5,761 from 7,763
Change-2,002 (-26%)
Value$1.4M (-$443.1K)
Filed 2026-10-13
Bayshore Asset Management, LLC
DECREASED
Shares5,747 from 5,878
Change-131 (-2%)
Value$1.5M (+$90.6K)
Filed 2026-11-03
MFA Wealth Services
INCREASED
Shares5,746 from 5,642
Change+104 (+2%)
Value$1.4M (+$86.9K)
Filed 2026-10-14
KG Capital Management
INCREASED
Shares5,722 from 5,468
Change+254 (+5%)
Value$1.4M (+$122.4K)
Filed 2026-10-15
Portfolio Strategies, Inc.
DECREASED
Shares5,716 from 5,812
Change-96 (-2%)
Value$1.4M (+$38.9K)
Filed 2026-11-06
Advisory Advocates, LLC
DECREASED
Shares5,707 from 6,088
Change-381 (-6%)
Value$1.4M (-$29.1K)
Filed 2026-11-05
Tableaux LLC
INCREASED
Shares5,676 from 4,755
Change+921 (+19%)
Value$1.4M (+$280.9K)
Filed 2026-10-23
Old Peak Finance LLC
INCREASED
Shares5,673 from 4,587
Change+1,086 (+24%)
Value$1.4M (+$320.2K)
Filed 2026-11-02
Avant Financial Advisors LLC
INCREASED
Shares5,673 from 5,593
Change+80 (+1%)
Value$1.4M (+$80.4K)
Filed 2026-11-02
Clear Trail Advisors, LLC
DECREASED
Shares5,671 from 6,135
Change-464 (-8%)
Value$1.4M (-$49.3K)
Filed 2026-10-20
ProCore Advisors, LLC
INCREASED
Shares5,661 from 5,606
Change+55 (+1%)
Value$1.4M (+$74.3K)
Filed 2026-10-14
Michels Family Financial, LLC
DECREASED
Shares5,659 from 5,843
Change-184 (-3%)
Value$1.4M (+$17.1K)
Filed 2026-11-02
Westhampton Capital, LLC
DECREASED
Shares5,655 from 5,715
Change-60 (-1%)
Value$1.4M (+$46.8K)
Filed 2026-10-30
Sterling Group Wealth Management, LLC
DECREASED
Shares5,654 from 7,569
Change-1,915 (-25%)
Value$1.4M (-$395.4K)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
DECREASED
Shares5,628 from 5,695
Change-67 (-1%)
Value$1.4M (+$44.9K)
Filed 2026-10-21
Windsor Capital Management, LLC
DECREASED
Shares5,622 from 5,748
Change-126 (-2%)
Value$1.4M (+$30.7K)
Filed 2026-10-13
One Plus One Wealth Management, LLC
UNCHANGED
Shares5,622 from 5,622
Change0 (0%)
Value$1.4M (+$60.8K)
Filed 2026-10-16
Elevated Financial Group LLC
DECREASED
Shares5,615 from 6,204
Change-589 (-9%)
Value$1.4M (-$79.7K)
Filed 2026-10-16
First Pacific Financial
DECREASED
Shares5,608 from 5,724
Change-116 (-2%)
Value$1.4M (+$33.0K)
Filed 2026-10-14
GEM Asset Management, LLC
DECREASED
Shares5,598 from 8,111
Change-2,513 (-31%)
Value$1.4M (-$538.4K)
Filed 2026-10-13
Lavelle Capital LP
DECREASED
Shares5,585 from 6,531
Change-946 (-14%)
Value$1.4M (-$165.1K)
Filed 2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares5,574 from 5,409
Change+165 (+3%)
Value$1.4M (+$99.6K)
Filed 2026-10-21
Crane Advisory, LLC
UNCHANGED
Shares5,572 from 5,572
Change0 (0%)
Value$1.4M (+$8.4K)
Filed 2026-10-13
Elite Life Management LLC
INCREASED
Shares5,565 from 5,423
Change+142 (+3%)
Value$1.4M (-$30.5K)
Filed 2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED
Shares5,560 from 5,558
Change+2 (+0%)
Value$1.4M (+$60.6K)
Filed 2026-10-09
Financial Planning Navigators Corp
INCREASED
Shares5,544 from 5,230
Change+314 (+6%)
Value$1.4M (+$134.8K)
Filed 2026-10-14
WealthCare Investment Partners, LLC
INCREASED
Shares5,543 from 5,446
Change+97 (+2%)
Value$1.4M (+$83.0K)
Filed 2026-11-05
Ares Financial Consulting, LLC
INCREASED
Shares5,542 from 5,281
Change+261 (+5%)
Value$1.4M (+$122.1K)
Filed 2026-10-19
Partners in Financial Planning
DECREASED
Shares5,507 from 5,675
Change-168 (-3%)
Value$1.4M (+$19.5K)
Filed 2026-11-06
Strata Wealth Advisors, LLC
INCREASED
Shares5,489 from 4,280
Change+1,209 (+28%)
Value$1.4M (+$347.5K)
Filed 2026-10-16
Carroll Advisory Group, LLC
DECREASED
Shares5,484 from 5,887
Change-403 (-7%)
Value$1.4M (-$36.8K)
Filed 2026-10-16
Artesa Financial Group, LLC
DECREASED
Shares5,466 from 5,476
Change-10 (0%)
Value$1.4M (+$56.7K)
Filed 2026-10-29
Blackston Financial Advisory Group, LLC
INCREASED
Shares5,460 from 4,269
Change+1,191 (+28%)
Value$1.4M (+$342.9K)
Filed 2026-11-04
Total Investment Management Inc
DECREASED
Shares5,458 from 5,576
Change-118 (-2%)
Value$1.4M (-$154.5K)
Filed 2026-10-22
Grant Street Asset Management, Inc.
UNCHANGED
Shares5,431 from 5,431
Change0 (0%)
Value$1.4M (+$58.7K)
Filed 2026-10-26
Retirement Solution LLC
DECREASED
Shares5,429 from 5,730
Change-301 (-5%)
Value$1.4M (-$13.0K)
Filed 2026-10-27
Presilium Private Wealth, LLC
INCREASED
Shares5,426 from 4,722
Change+704 (+15%)
Value$1.4M (+$226.5K)
Filed 2026-10-26
ACT Advisors, Llc.
INCREASED
Shares5,419 from 4,864
Change+555 (+11%)
Value$1.4M (+$190.9K)
Filed 2026-10-15
Independence Wealth Advisors, LLC
INCREASED
Shares5,400 from 5,334
Change+66 (+1%)
Value$1.3M (+$74.1K)
Filed 2026-10-29
TSA Wealth Managment LLC
INCREASED
Shares5,390 from 4,769
Change+621 (+13%)
Value$1.3M (+$206.3K)
Filed 2026-10-22
CPA Asset Management Group, LLC
INCREASED
Shares5,388 from 5,327
Change+61 (+1%)
Value$1.3M (+$72.8K)
Filed 2026-10-26
Pembroke Management, LTD
INCREASED
Shares5,364 from 4,815
Change+549 (+11%)
Value$1.3M (+$188.8K)
Filed 2026-10-21
ERn Financial, LLC
INCREASED
Shares5,361 from 4,939
Change+422 (+9%)
Value$1.3M (+$158.5K)
Filed 2026-10-28
Avid Wealth Partners LLC
INCREASED
Shares5,356 from 5,170
Change+186 (+4%)
Value$1.3M (+$102.2K)
Filed 2026-11-03
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares5,355 from 5,747
Change-392 (-7%)
Value$1.3M (-$35.5K)
Filed 2026-10-26
Cynosure Group, LLC
UNCHANGED
Shares5,349 from 5,349
Change0 (0%)
Value$1.3M (+$57.8K)
Filed 2026-11-03
Legacy Financial Independent Advisors LLC
INCREASED
Shares5,346 from 5,308
Change+38 (+1%)
Value$1.3M (+$66.8K)
Filed 2026-11-02
Thompson Davis & Co., Inc.
INCREASED
Shares5,331 from 5,231
Change+100 (+2%)
Value$1.3M (+$81.5K)
Filed 2026-11-05
Towercrest Capital Management
INCREASED
Shares5,330 from 4,893
Change+437 (+9%)
Value$1.3M (+$161.8K)
Filed 2026-10-23
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares5,325 from 14,490
Change-9,165 (-63%)
Value$1.3M (-$2.1M)
Filed 2026-10-27
Gould Asset Management LLC
DECREASED
Shares5,321 from 5,357
Change-36 (-1%)
Value$1.3M (+$48.9K)
Filed 2026-11-06
Guidance Capital, Inc
DECREASED
Shares5,311 from 6,376
Change-1,065 (-17%)
Value$1.3M (-$288.8K)
Filed 2026-11-03
Fortress Financial Solutions, LLC
NEW
Shares5,310
Change+5,310
Value$1.3M
Filed 2026-10-14
Pettinga Financial Advisors LLC
DECREASED
Shares5,288 from 5,794
Change-506 (-9%)
Value$1.3M (-$63.4K)
Filed 2026-10-13
Defined Wealth Management, LLC
INCREASED
Shares5,272 from 5,116
Change+156 (+3%)
Value$1.3M (+$94.2K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
INCREASED
Shares5,264 from 5,164
Change+100 (+2%)
Value$1.3M (+$80.7K)
Filed 2026-10-05
Livet Wealth, LLC
INCREASED
Shares5,262 from 3,881
Change+1,381 (+36%)
Value$1.3M (+$386.0K)
Filed 2026-10-27
Hoge Financial Services, LLC
INCREASED
Shares5,256 from 4,962
Change+294 (+6%)
Value$1.3M (+$126.9K)
Filed 2026-11-05
Optivise Advisory Services LLC
DECREASED
Shares5,253 from 5,405
Change-152 (-3%)
Value$1.3M (+$20.5K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
INCREASED
Shares5,252 from 4,631
Change+621 (+13%)
Value$1.3M (+$204.8K)
Filed 2026-10-14
Persium Advisors, LLC
INCREASED
Shares5,233 from 5,018
Change+215 (+4%)
Value$1.3M (+$107.8K)
Filed 2026-10-07
Code Waechter LLC
INCREASED
Shares5,212 from 4,674
Change+538 (+12%)
Value$1.3M (+$184.5K)
Filed 2026-10-23
Founders Capital Management
INCREASED
Shares5,212 from 5,077
Change+135 (+3%)
Value$1.3M (+$88.5K)
Filed 2026-10-13
Mascoma Wealth Management LLC
DECREASED
Shares5,206 from 5,521
Change-315 (-6%)
Value$1.3M (-$18.8K)
Filed 2026-10-23
Ping Capital Management, Inc.
INCREASED
Shares5,200 from 5,000
Change+200 (+4%)
Value$1.3M (+$103.9K)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
DECREASED
Shares5,200 from 5,210
Change-10 (0%)
Value$1.3M (+$54.0K)
Filed 2026-10-21
Robinson Smith Wealth Advisors LLC
DECREASED
Shares5,173 from 6,159
Change-986 (-16%)
Value$1.3M (-$179.1K)
Filed 2026-10-22
Elevated Capital Advisors, LLC
DECREASED
Shares5,165 from 12,384
Change-7,219 (-58%)
Value$1.3M (-$1.7M)
Filed 2026-11-04
Alliance Wealth Management Group
INCREASED
Shares5,162 from 4,725
Change+437 (+9%)
Value$1.3M (+$160.0K)
Filed 2026-10-29
Investors Asset Management of Georgia Inc
DECREASED
Shares5,161 from 5,469
Change-308 (-6%)
Value$1.3M (-$17.6K)
Filed 2026-10-20
ForthRight Wealth Management, LLC
DECREASED
Shares5,156 from 5,227
Change-71 (-1%)
Value$1.3M (+$38.8K)
Filed 2026-11-06
Park Capital Management, LLC / WI
INCREASED
Shares5,152 from 4,471
Change+681 (+15%)
Value$1.3M (+$218.1K)
Filed 2026-10-13
Hara Capital LLC
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$1.3M (+$55.7K)
Filed 2026-10-30
RMR Capital Management, LLC
UNCHANGED
Shares5,129 from 5,129
Change0 (0%)
Value$1.3M (+$55.4K)
Filed 2026-10-23
Blossom Wealth Management
INCREASED
Shares5,111 from 5,007
Change+104 (+2%)
Value$1.3M (+$80.0K)
Filed 2026-11-03
Integris Wealth Management, LLC
DECREASED
Shares5,098 from 5,213
Change-115 (-2%)
Value$1.3M (+$27.7K)
Filed 2026-10-14
Schuylkill Financial LLC
DECREASED
Shares5,077 from 6,695
Change-1,618 (-24%)
Value$1.3M (-$330.8K)
Filed 2026-10-21
Equity Wealth Partners, LLC
INCREASED
Shares5,075 from 5,032
Change+43 (+1%)
Value$1.3M (+$65.1K)
Filed 2026-10-26
Sherman Asset Management, Inc.
UNCHANGED
Shares5,073 from 5,073
Change0 (0%)
Value$1.3M (+$54.8K)
Filed 2026-11-05
Burk Holdings LLC
DECREASED
Shares5,072 from 5,398
Change-326 (-6%)
Value$1.3M (-$22.9K)
Filed 2026-11-05
MFA Wealth Advisors, LLC
DECREASED
Shares5,062 from 5,102
Change-40 (-1%)
Value$1.3M (+$45.2K)
Filed 2026-10-07
Capital Squared Financial LLC
DECREASED
Shares5,061 from 5,254
Change-193 (-4%)
Value$1.3M (+$8.7K)
Filed 2026-10-30
October Effect Ltd
DECREASED
Shares5,053 from 5,853
Change-800 (-14%)
Value$1.3M (-$136.0K)
Filed 2026-10-20
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares5,049 from 4,968
Change+81 (+2%)
Value$1.3M (+$73.9K)
Filed 2026-10-29
Luken Investment Analytics, LLC
UNCHANGED
Shares5,049 from 5,049
Change0 (0%)
Value$1.3M (+$54.6K)
Filed 2026-11-06
Sacks & Associates, LLC
UNCHANGED
Shares5,046 from 5,046
Change0 (0%)
Value$1.3M (-$113.2K)
Filed 2026-10-09
Transcendent Capital Group LLC
INCREASED
Shares5,041 from 4,901
Change+140 (+3%)
Value$1.3M (+$87.9K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares5,038 from 4,875
Change+163 (+3%)
Value$1.3M (+$93.2K)
Filed 2026-10-16
Aerodigm Wealth, LLC
DECREASED
Shares5,031 from 5,122
Change-91 (-2%)
Value$1.3M (+$32.6K)
Filed 2026-10-16
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares5,021 from 4,245
Change+776 (+18%)
Value$1.3M (+$239.2K)
Filed 2026-10-21
Southern Capital Advisors, LLC
INCREASED
Shares5,017 from 4,971
Change+46 (+1%)
Value$1.2M (+$65.2K)
Filed 2026-10-26
Carson Advisory Inc.
DECREASED
Shares5,015 from 5,082
Change-67 (-1%)
Value$1.2M (+$38.2K)
Filed 2026-11-06
Biltmore Wealth Management, LLC
DECREASED
Shares5,014 from 5,017
Change-3 (0%)
Value$1.2M (+$53.5K)
Filed 2026-10-09
Financial Guidance Group, Inc.
INCREASED
Shares5,006 from 4,908
Change+98 (+2%)
Value$1.2M (+$77.5K)
Filed 2026-10-21
Gruss & Co., LLC
DECREASED
Shares5,000 from 7,000
Change-2,000 (-29%)
Value$1.2M (-$422.6K)
Filed 2026-11-02
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.2M (+$54.1K)
Filed 2026-11-06
Helium Advisors LLC
DECREASED
Shares4,992 from 5,688
Change-696 (-12%)
Value$1.2M (-$111.9K)
Filed 2026-10-23
Meredith Wealth Planning
DECREASED
Shares4,989 from 5,274
Change-285 (-5%)
Value$1.2M (-$14.0K)
Filed 2026-10-14
Adkins Seale Capital Management LLC
INCREASED
Shares4,979 from 4,969
Change+10 (+0%)
Value$1.2M (+$56.2K)
Filed 2026-10-27
AAF Wealth Management, LLC
INCREASED
Shares4,971 from 4,761
Change+210 (+4%)
Value$1.2M (+$103.8K)
Filed 2026-10-28
Wealth Management Nebraska
INCREASED
Shares4,961 from 4,639
Change+322 (+7%)
Value$1.2M (+$130.4K)
Filed 2026-10-26
Del-Sette Capital Management, LLC
DECREASED
Shares4,952 from 5,007
Change-55 (-1%)
Value$1.2M (+$40.4K)
Filed 2026-10-23
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,948 from 4,766
Change+182 (+4%)
Value$1.2M (+$96.9K)
Filed 2026-10-30
Finward Bancorp
DECREASED
Shares4,944 from 5,213
Change-269 (-5%)
Value$1.2M (-$10.7K)
Filed 2026-10-14
Ferguson Shapiro LLC
UNCHANGED
Shares4,930 from 4,930
Change0 (0%)
Value$1.2M (+$53.3K)
Filed 2026-10-16
Redw Wealth LLC
DECREASED
Shares4,929 from 5,549
Change-620 (-11%)
Value$1.2M (-$94.5K)
Filed 2026-11-02
Councilmark Asset Management, LLC
UNCHANGED
Shares4,911 from 4,911
Change0 (0%)
Value$1.2M (+$53.1K)
Filed 2026-10-20
Randall & Associates Wealth Management
INCREASED
Shares4,908 from 4,601
Change+307 (+7%)
Value$1.2M (+$126.2K)
Filed 2026-10-20
Prentiss Smith & Co Inc
DECREASED
Shares4,906 from 4,986
Change-80 (-2%)
Value$1.2M (+$34.0K)
Filed 2026-10-27
Gerber, LLC
INCREASED
Shares4,905 from 2,927
Change+1,978 (+68%)
Value$1.2M (+$524.5K)
Filed 2026-10-21
J.M. Arbour, LLC
DECREASED
Shares4,885 from 5,711
Change-826 (-14%)
Value$1.2M (-$144.1K)
Filed 2026-11-05
tru Independence LLC
INCREASED
Shares4,876 from 4,514
Change+362 (+8%)
Value$1.2M (+$139.0K)
Filed 2026-10-20
Bestgate Wealth Advisors, LLC
INCREASED
Shares4,864 from 3,196
Change+1,668 (+52%)
Value$1.2M (+$450.1K)
Filed 2026-10-13
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares4,856 from 4,517
Change+339 (+8%)
Value$1.2M (+$133.3K)
Filed 2026-11-06
West Bancorporation Inc
DECREASED
Shares4,840 from 4,902
Change-62 (-1%)
Value$1.2M (+$37.5K)
Filed 2026-10-29
S&A Financial Services, Inc.
DECREASED
Shares4,836 from 4,837
Change-1 (0%)
Value$1.2M (+$52.0K)
Filed 2026-11-03
HMV Wealth Advisors, LLC
INCREASED
Shares4,834 from 3,735
Change+1,099 (+29%)
Value$1.2M (+$314.2K)
Filed 2026-10-27
Thrive Capital Management, LLC
INCREASED
Shares4,833 from 3,807
Change+1,026 (+27%)
Value$1.2M (+$296.8K)
Filed 2026-10-28
Voisard Asset Management Group, Inc.
INCREASED
Shares4,831 from 4,309
Change+522 (+12%)
Value$1.2M (+$176.6K)
Filed 2026-10-13
Wellington Grp LLC
DECREASED
Shares4,825 from 17,977
Change-13,152 (-73%)
Value$1.2M (-$3.1M)
Filed 2026-11-06
Kelly Financial Services LLC
DECREASED
Shares4,819 from 5,005
Change-186 (-4%)
Value$1.2M (+$7.8K)
Filed 2026-10-20
Fidelity D & D Bancorp Inc
UNCHANGED
Shares4,814 from 4,814
Change0 (0%)
Value$1.2M (+$52.0K)
Filed 2026-11-05
Colony Family Offices, LLC
DECREASED
Shares4,810 from 6,845
Change-2,035 (-30%)
Value$1.2M (-$433.0K)
Filed 2026-10-22
IVC Wealth Advisors LLC
INCREASED
Shares4,800 from 4,762
Change+38 (+1%)
Value$1.2M (+$60.9K)
Filed 2026-10-23
Investment Planning Advisors, Inc.
INCREASED
Shares4,783 from 4,160
Change+623 (+15%)
Value$1.2M (+$200.1K)
Filed 2026-10-14
Praetorian Wealth Management, Inc.
DECREASED
Shares4,781 from 4,837
Change-56 (-1%)
Value$1.2M (+$38.3K)
Filed 2026-10-16
Pinnacle Financial Group, LLC / IL
INCREASED
Shares4,779 from 4,643
Change+136 (+3%)
Value$1.2M (+$84.1K)
Filed 2026-10-29
Financial Harvest, LLC
INCREASED
Shares4,765 from 4,018
Change+747 (+19%)
Value$1.2M (+$229.6K)
Filed 2026-10-15
Alamar Capital Management, LLC
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$1.2M (+$51.5K)
Filed 2026-11-02
PVG Asset Management Corp
INCREASED
Shares4,755 from 4,191
Change+564 (+13%)
Value$1.2M (+$185.9K)
Filed 2026-10-19
Pacific Center for Financial Services
INCREASED
Shares4,753 from 4,683
Change+70 (+1%)
Value$1.2M (+$68.1K)
Filed 2026-10-15
Taylor Securities Services, Inc.
INCREASED
Shares4,744 from 4,636
Change+108 (+2%)
Value$1.2M (+$77.0K)
Filed 2026-10-20
Tillman Hartley LLC
UNCHANGED
Shares4,744 from 4,744
Change0 (0%)
Value$1.2M (+$51.3K)
Filed 2026-11-06
Sierra Ocean, LLC
INCREASED
Shares4,738 from 4,651
Change+87 (+2%)
Value$1.2M (+$72.0K)
Filed 2026-11-03
Compass Financial Group, Inc
INCREASED
Shares4,736 from 4,344
Change+392 (+9%)
Value$1.2M (+$144.6K)
Filed 2026-10-13
Cabot Wealth Management Inc
INCREASED
Shares4,736 from 4,641
Change+95 (+2%)
Value$1.2M (+$73.8K)
Filed 2026-11-05
Clark Wealth Partners
INCREASED
Shares4,729 from 4,428
Change+301 (+7%)
Value$1.2M (+$122.9K)
Filed 2026-10-19
Integrity Wealth Advisors, Inc.
NEW
Shares4,720
Change+4,720
Value$1.2M
Filed 2026-10-29
Lynch Investment Planning, LLC
DECREASED
Shares4,719 from 4,919
Change-200 (-4%)
Value$1.2M (+$3.3K)
Filed 2026-10-27
Grange Capital, LLC
INCREASED
Shares4,717 from 4,587
Change+130 (+3%)
Value$1.2M (+$81.9K)
Filed 2026-10-20
Darrow Company, Inc.
INCREASED
Shares4,717 from 4,637
Change+80 (+2%)
Value$1.2M (+$70.1K)
Filed 2026-10-22
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares4,717 from 4,717
Change0 (0%)
Value$1.2M (+$61.6K)
Filed 2026-10-09
Braun-Bostich & Associates Inc.
DECREASED
Shares4,703 from 4,745
Change-42 (-1%)
Value$1.2M (+$40.8K)
Filed 2026-10-20
Stewardship Advisors, LLC
INCREASED
Shares4,694 from 4,636
Change+58 (+1%)
Value$1.2M (+$64.6K)
Filed 2026-10-20
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares4,682 from 2,831
Change+1,851 (+65%)
Value$1.2M (+$491.7K)
Filed 2026-10-22
HT Partners LLC
DECREASED
Shares4,680 from 4,692
Change-12 (0%)
Value$1.2M (+$47.7K)
Filed 2026-10-20
Taylor Financial Group, Inc.
DECREASED
Shares4,675 from 6,275
Change-1,600 (-25%)
Value$1.2M (-$330.8K)
Filed 2026-11-02
Asset Allocation Strategies LLC
INCREASED
Shares4,675 from 4,437
Change+238 (+5%)
Value$1.2M (+$107.3K)
Filed 2026-10-20
DKM Wealth Management, Inc.
UNCHANGED
Shares4,668 from 4,668
Change0 (0%)
Value$1.2M (+$50.5K)
Filed 2026-10-09
Kearns & Associates LLC
UNCHANGED
Shares4,660 from 4,660
Change0 (0%)
Value$1.2M (+$50.4K)
Filed 2026-10-09
Cardinal Capital Management
INCREASED
Shares4,648 from 4,461
Change+187 (+4%)
Value$1.2M (+$94.8K)
Filed 2026-10-21
Boit C F David
UNCHANGED
Shares4,640 from 4,640
Change0 (0%)
Value$1.2M (+$50.2K)
Filed 2026-10-29
Veratis Advisors, Inc.
DECREASED
Shares4,621 from 4,771
Change-150 (-3%)
Value$1.2M (+$14.2K)
Filed 2026-11-03
A&I Financial Services, LLC
UNCHANGED
Shares4,618 from 4,618
Change0 (0%)
Value$1.2M (+$49.9K)
Filed 2026-10-15
Vestor Capital, LLC
INCREASED
Shares4,612 from 300
Change+4,312 (+1437%)
Value$116 (-$70.9K)
Filed 2026-11-04
Brian LOW Financial Group, LLC
DECREASED
Shares4,600 from 4,801
Change-201 (-4%)
Value$1.1M (+$2.0K)
Filed 2026-10-28
Tenzing Financial LLC
DECREASED
Shares4,592 from 4,860
Change-268 (-6%)
Value$1.2M (+$18.6K)
Filed 2026-11-03
Omnitrust Wealth Management, Inc
NEW
Shares4,580
Change+4,580
Value$1.1M
Filed 2026-11-02
Winter & Associates, Inc.
DECREASED
Shares4,573 from 4,603
Change-30 (-1%)
Value$1.2M (+$103.9K)
Filed 2026-10-23
Connecticut Capital Management Group, LLC
INCREASED
Shares4,563 from 4,458
Change+105 (+2%)
Value$1.1M (+$74.4K)
Filed 2026-10-29
Dakota Community Bank & Trust NA
INCREASED
Shares4,561 from 4,023
Change+538 (+13%)
Value$1.1M (+$177.5K)
Filed 2026-10-09
Nearside Advisors, LLC
NEW
Shares4,551
Change+4,551
Value$1.1M
Filed 2026-10-20
Redwood Family Wealth LLC
INCREASED
Shares4,551 from 4,379
Change+172 (+4%)
Value$1.1M (+$90.2K)
Filed 2026-10-20
Willis Johnson Wealth, Inc.
INCREASED
Shares4,537 from 3,837
Change+700 (+18%)
Value$1.1M (+$215.8K)
Filed 2026-11-03
Citadel Investment Advisory, Inc.
DECREASED
Shares4,532 from 4,612
Change-80 (-2%)
Value$1.1M (+$30.0K)
Filed 2026-10-15
Baker Boyer National Bank
DECREASED
Shares4,530 from 4,572
Change-42 (-1%)
Value$1.1M (+$39.0K)
Filed 2026-11-05
Foundry Financial Group, Inc.
INCREASED
Shares4,527 from 4,513
Change+14 (+0%)
Value$1.1M (+$52.3K)
Filed 2026-10-28
Hurlow Wealth Management Group, Inc.
DECREASED
Shares4,520 from 4,827
Change-307 (-6%)
Value$1.1M (-$24.3K)
Filed 2026-10-29
Valued Retirements, Inc.
DECREASED
Shares4,508 from 4,693
Change-185 (-4%)
Value$1.1M (+$4.6K)
Filed 2026-11-06
Clear Point Advisors Inc.
DECREASED
Shares4,501 from 4,576
Change-75 (-2%)
Value$1.1M (+$30.8K)
Filed 2026-10-30
New Capital Management LP
DECREASED
Shares4,491 from 4,523
Change-32 (-1%)
Value$1.1M (+$40.9K)
Filed 2026-10-29
Momentous Wealth Management, Inc.
INCREASED
Shares4,486 from 3,972
Change+514 (+13%)
Value$1.1M (+$171.1K)
Filed 2026-10-21
Fulcrum Equity Management
DECREASED
Shares4,481 from 6,460
Change-1,979 (-31%)
Value$1.1M (-$423.2K)
Filed 2026-10-21
American Financial & TAX Strategies Inc
DECREASED
Shares4,477 from 4,517
Change-40 (-1%)
Value$1.1M (+$38.9K)
Filed 2026-10-16
Wheelhouse Advisory Group LLC
INCREASED
Shares4,471 from 4,399
Change+72 (+2%)
Value$1.1M (+$65.5K)
Filed 2026-10-20
Hibernia Wealth Partners, LLC
INCREASED
Shares4,463 from 3,663
Change+800 (+22%)
Value$1.1M (+$238.9K)
Filed 2026-10-29
Family Investment Center, Inc.
INCREASED
Shares4,459 from 4,106
Change+353 (+9%)
Value$1.1M (+$132.3K)
Filed 2026-10-19
Altar Rock LLC
DECREASED
Shares4,459 from 4,500
Change-41 (-1%)
Value$1.2M (+$97.6K)
Filed 2026-11-06
Acima Private Wealth, LLC
UNCHANGED
Shares4,447 from 4,447
Change0 (0%)
Value$1.1M (+$48.1K)
Filed 2026-10-05
Fairman Group, LLC
INCREASED
Shares4,428 from 3,677
Change+751 (+20%)
Value$1.1M (+$226.9K)
Filed 2026-10-26
Shira Ridge Wealth Management
INCREASED
Shares4,417 from 4,216
Change+201 (+5%)
Value$1.1M (+$95.7K)
Filed 2026-10-09
Sunrise Financial Services, LLC
UNCHANGED
Shares4,417 from 4,417
Change0 (0%)
Value$1.1M (+$47.7K)
Filed 2026-10-21
Scott Capital Advisors, LLC
INCREASED
Shares4,411 from 4,391
Change+20 (+0%)
Value$1.1M (+$100.0K)
Filed 2026-10-13
Advisortrust Partners, LLC
DECREASED
Shares4,385 from 4,396
Change-11 (0%)
Value$1.1M (+$44.8K)
Filed 2026-11-02
Oregon Pacific Wealth Management, LLC
DECREASED
Shares4,376 from 4,764
Change-388 (-8%)
Value$1.1M (-$45.2K)
Filed 2026-10-20
Smart Wealth LLC
DECREASED
Shares4,373 from 7,427
Change-3,054 (-41%)
Value$1.1M (-$680.6K)
Filed 2026-11-04
LightSquare Wealth Management, LLC
DECREASED
Shares4,370 from 4,424
Change-54 (-1%)
Value$1.1M (+$34.4K)
Filed 2026-11-03
Breachway Investments LLC
INCREASED
Shares4,360 from 4,136
Change+224 (+5%)
Value$1.1M (+$100.5K)
Filed 2026-10-19
Parker Financial LLC
UNCHANGED
Shares4,343 from 4,343
Change0 (0%)
Value$1.1M (+$46.9K)
Filed 2026-11-05
Private Wealth Management Group, LLC
INCREASED
Shares4,342 from 4,286
Change+56 (+1%)
Value$1.1M (+$60.3K)
Filed 2026-10-19
B&D White Capital Company, LLC
DECREASED
Shares4,341 from 6,229
Change-1,888 (-30%)
Value$1.1M (-$403.1K)
Filed 2026-11-02
Prospect Financial Group LLC
DECREASED
Shares4,341 from 4,740
Change-399 (-8%)
Value$1.1M (-$48.2K)
Filed 2026-11-05
Astra Wealth Partners LLC
INCREASED
Shares4,337 from 4,147
Change+190 (+5%)
Value$1.1M (+$92.2K)
Filed 2026-11-06
Pacific Asset Management, LLC
INCREASED
Shares4,337 from 4,327
Change+10 (+0%)
Value$1.1M (+$49.3K)
Filed 2026-10-15
Gordian Advisors LLC
UNCHANGED
Shares4,336 from 4,336
Change0 (0%)
Value$1.1M (+$46.9K)
Filed 2026-10-30
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares4,318 from 4,492
Change-174 (-4%)
Value$1.1M (+$5.2K)
Filed 2026-11-02
Castleview Partners, LLC
DECREASED
Shares4,308 from 6,507
Change-2,199 (-34%)
Value$1.1M (-$477.5K)
Filed 2026-10-09
Councilor Wealth, LLC
DECREASED
Shares4,308 from 4,469
Change-161 (-4%)
Value$1.1M (+$8.2K)
Filed 2026-10-09
Compass Wealth Management, LLC
UNCHANGED
Shares4,304 from 4,304
Change0 (0%)
Value$1.1M (+$46.7K)
Filed 2026-10-30
Reston Wealth Management LLC
INCREASED
Shares4,291 from 4,072
Change+219 (+5%)
Value$1.1M (+$98.6K)
Filed 2026-10-29
Absolute Capital Management, LLC
INCREASED
Shares4,257 from 3,081
Change+1,176 (+38%)
Value$1.1M (+$326.3K)
Filed 2026-10-16
Davis Investment Partners, LLC
INCREASED
Shares4,257 from 3,972
Change+285 (+7%)
Value$1.1M (+$113.9K)
Filed 2026-11-05
Center for Wealth Management Advisory
INCREASED
Shares4,237 from 3,736
Change+501 (+13%)
Value$1.1M (+$165.2K)
Filed 2026-10-23
Appalachian Capital Management Ltd
UNCHANGED
Shares4,218 from 4,218
Change0 (0%)
Value$1.1M (+$45.6K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares4,206 from 3,734
Change+472 (+13%)
Value$1.0M (+$158.0K)
Filed 2026-10-13
Lauterbach Financial Advisors, LLC
DECREASED
Shares4,191 from 6,951
Change-2,760 (-40%)
Value$1.0M (-$612.5K)
Filed 2026-10-21
Flower City Capital
UNCHANGED
Shares4,186 from 4,186
Change0 (0%)
Value$1.0M (+$45.3K)
Filed 2026-10-15
Thompson Investment Management, Inc.
DECREASED
Shares4,177 from 4,202
Change-25 (-1%)
Value$1.0M (+$39.2K)
Filed 2026-10-14
Prospera Capital Management, LLC
INCREASED
Shares4,175 from 3,529
Change+646 (+18%)
Value$1.0M (+$178.6K)
Filed 2026-10-19
Meritas Wealth Management, LLC
INCREASED
Shares4,174 from 3,876
Change+298 (+8%)
Value$1.0M (+$116.1K)
Filed 2026-10-14
Capitol Family Office, Inc.
DECREASED
Shares4,173 from 4,450
Change-277 (-6%)
Value$1.0M (-$20.8K)
Filed 2026-10-13
Seed Wealth Management, Inc.
DECREASED
Shares4,170 from 4,295
Change-125 (-3%)
Value$1.0M (+$15.3K)
Filed 2026-10-20
Paulson Wealth Management Inc.
INCREASED
Shares4,154 from 4,135
Change+19 (+0%)
Value$1.0M (+$49.4K)
Filed 2026-11-02
Plan Group Financial, LLC
INCREASED
Shares4,136 from 3,104
Change+1,032 (+33%)
Value$1.1M (+$346.4K)
Filed 2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares4,136 from 3,580
Change+556 (+16%)
Value$1.0M (+$177.2K)
Filed 2026-10-16
Targeted Financial Services LLC
UNCHANGED
Shares4,136 from 4,136
Change0 (0%)
Value$1.0M (+$44.7K)
Filed 2026-10-19
Next Level Wealth Planning, LLC
DECREASED
Shares4,116 from 4,219
Change-103 (-2%)
Value$1.0M (+$19.9K)
Filed 2026-10-29
Seros Financial, LLC
DECREASED
Shares4,116 from 4,154
Change-38 (-1%)
Value$1.0M (+$35.4K)
Filed 2026-10-21
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares4,086 from 3,966
Change+120 (+3%)
Value$1.0M (+$72.8K)
Filed 2026-10-27
American National Bank of Texas
INCREASED
Shares4,084 from 3,995
Change+89 (+2%)
Value$1.0M (+$65.4K)
Filed 2026-10-07
Sherry Group, Inc.
DECREASED
Shares4,070 from 4,310
Change-240 (-6%)
Value$1.0M (-$21.0K)
Filed 2026-10-09
Saratoga Research & Investment Management
INCREASED
Shares4,060 from 2,000
Change+2,060 (+103%)
Value$1.0M (+$534.9K)
Filed 2026-10-16
Madrid Wealth Management, LLC
DECREASED
Shares4,059 from 4,061
Change-2 (0%)
Value$1.0M (+$43.4K)
Filed 2026-10-23
Kooman & Associates
INCREASED
Shares4,048 from 3,782
Change+266 (+7%)
Value$1.0M (+$107.2K)
Filed 2026-10-21
Share Andrew L.
NEW
Shares4,047
Change+4,047
Value$1.0M
Filed 2026-11-06
MBE Wealth Management, LLC
DECREASED
Shares4,042 from 4,070
Change-28 (-1%)
Value$1.0M (+$37.2K)
Filed 2026-10-26
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares4,041 from 2,345
Change+1,696 (+72%)
Value$1.0M (+$447.9K)
Filed 2026-11-06
Clearview Wealth Management LLC
DECREASED
Shares4,039 from 4,289
Change-250 (-6%)
Value$1.0M (+$22.2K)
Filed 2026-10-16
True Link Financial Advisors, LLC
DECREASED
Shares4,037 from 4,285
Change-248 (-6%)
Value$1.0M (-$15.5K)
Filed 2026-10-27
PTM Wealth Management, LLC
DECREASED
Shares4,013 from 4,063
Change-50 (-1%)
Value$1.0M (+$85.4K)
Filed 2026-10-23
Wingate Wealth Advisors, Inc.
INCREASED
Shares4,008 from 3,999
Change+9 (+0%)
Value$998.6K (+$45.5K)
Filed 2026-10-26
Define Financial, LLC
INCREASED
Shares4,006 from 3,902
Change+104 (+3%)
Value$998.2K (+$68.1K)
Filed 2026-10-14
McMill Wealth Management
UNCHANGED
Shares4,005 from 4,005
Change0 (0%)
Value$997.8K (+$43.3K)
Filed 2026-11-05
Security Financial Services, Inc.
DECREASED
Shares4,002 from 4,075
Change-73 (-2%)
Value$997.1K (+$25.9K)
Filed 2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares3,999 from 4,006
Change-7 (0%)
Value$996.5K (+$41.6K)
Filed 2026-10-28
Denver PWM, LLC
DECREASED
Shares3,986 from 4,096
Change-110 (-3%)
Value$993.1K (-$82.7K)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
DECREASED
Shares3,984 from 3,999
Change-15 (0%)
Value$992.6K (+$39.5K)
Filed 2026-10-28
Lotus Asset Management LLC
INCREASED
Shares3,971 from 3,393
Change+578 (+17%)
Value$989.5K (+$180.7K)
Filed 2026-10-14
DecisionPoint Financial, LLC
INCREASED
Shares3,964 from 3,858
Change+106 (+3%)
Value$984.0K (+$51.5K)
Filed 2026-10-27
PPS&V Asset Management Consultants, Inc.
INCREASED
Shares3,961 from 3,914
Change+47 (+1%)
Value$986.9K (+$54.1K)
Filed 2026-10-06
Shade Tree Advisors LLC
NEW
Shares3,960
Change+3,960
Value$986.6K
Filed 2026-10-22
Hamel Associates, Inc.
INCREASED
Shares3,955 from 3,848
Change+107 (+3%)
Value$985.4K (+$68.3K)
Filed 2026-11-06
Gibson Capital, LLC
DECREASED
Shares3,946 from 6,257
Change-2,311 (-37%)
Value$983.0K (-$508.3K)
Filed 2026-10-23
Clear Investment Research, LLC
DECREASED
Shares3,945 from 3,977
Change-32 (-1%)
Value$982.9K (+$35.0K)
Filed 2026-11-06
Boyd Wealth Management, LLC
INCREASED
Shares3,942 from 2,286
Change+1,656 (+72%)
Value$982.1K (+$437.3K)
Filed 2026-10-20
Trademark Financial Management, LLC
DECREASED
Shares3,940 from 4,012
Change-72 (-2%)
Value$981.7K (+$25.4K)
Filed 2026-10-23
Ridgeline Wealth Planning, LLC
INCREASED
Shares3,935 from 3,574
Change+361 (+10%)
Value$980.5K (+$128.6K)
Filed 2026-10-29
Family Office Research LLC
DECREASED
Shares3,918 from 4,621
Change-703 (-15%)
Value$976.2K (-$125.2K)
Filed 2026-10-14
Cambridge Advisors Inc.
INCREASED
Shares3,902 from 3,822
Change+80 (+2%)
Value$972.2K (+$61.2K)
Filed 2026-10-19
Miller Global Investments, LLC
INCREASED
Shares3,885 from 3,408
Change+477 (+14%)
Value$967.9K (+$155.7K)
Filed 2026-10-02
Clark Financial Services Group Inc
INCREASED
Shares3,882 from 2,687
Change+1,195 (+44%)
Value$967.2K (+$326.8K)
Filed 2026-10-19
Oasis Advisors, LLC
NEW
Shares3,878
Change+3,878
Value$966.2K
Filed 2026-10-16
DB&C Advisors, LLC
INCREASED
Shares3,869 from 3,851
Change+18 (+0%)
Value$964.0K (+$46.1K)
Filed 2026-10-26
Asempa Wealth Advisors
INCREASED
Shares3,866 from 3,847
Change+19 (+0%)
Value$959.7K (+$42.8K)
Filed 2026-10-07
Invested Advisors
INCREASED
Shares3,864 from 3,829
Change+35 (+1%)
Value$962.7K (+$50.1K)
Filed 2026-10-23
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares3,861 from 3,861
Change0 (0%)
Value$962.0K (+$41.7K)
Filed 2026-10-16
C2c Wealth Management, LLC
UNCHANGED
Shares3,842 from 3,842
Change0 (0%)
Value$957.2K (+$41.5K)
Filed 2026-10-20
FF Advisors,LLC
DECREASED
Shares3,831 from 3,854
Change-23 (-1%)
Value$954.5K (+$35.9K)
Filed 2026-10-21
O'Connor Financial Group LLC
INCREASED
Shares3,826 from 3,730
Change+96 (+3%)
Value$953.2K (+$64.2K)
Filed 2026-10-26
Verus Financial Partners, Inc.
INCREASED
Shares3,825 from 3,488
Change+337 (+10%)
Value$953.0K (+$121.7K)
Filed 2026-10-29
Commerce Advisors, LLC
INCREASED
Shares3,816 from 3,738
Change+78 (+2%)
Value$950.8K (+$59.8K)
Filed 2026-10-19
Integrity Investment Advisors, LLC
INCREASED
Shares3,813 from 3,079
Change+734 (+24%)
Value$950.0K (+$216.2K)
Filed 2026-11-03
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares3,812 from 3,851
Change-39 (-1%)
Value$949.8K (+$31.9K)
Filed 2026-10-16
1620 Investment Advisors, Inc.
INCREASED
Shares3,806 from 3,350
Change+456 (+14%)
Value$948.2K (+$149.7K)
Filed 2026-11-04
HBE Wealth Management, LLC
INCREASED
Shares3,777 from 3,174
Change+603 (+19%)
Value$941.0K (+$184.5K)
Filed 2026-11-06
Shrier Wealth Management, LLC
INCREASED
Shares3,776 from 3,701
Change+75 (+2%)
Value$940.8K (+$58.7K)
Filed 2026-10-20
Gray Private Wealth, LLC
INCREASED
Shares3,774 from 3,771
Change+3 (+0%)
Value$940.3K (+$41.5K)
Filed 2026-10-28
Maltin Wealth Management, Inc.
DECREASED
Shares3,773 from 4,389
Change-616 (-14%)
Value$940.0K (-$106.0K)
Filed 2026-10-13
Opus Capital Group, LLC
DECREASED
Shares3,770 from 3,907
Change-137 (-4%)
Value$939.0K (+$8.0K)
Filed 2026-10-30
Forte Asset Management LLC
DECREASED
Shares3,768 from 4,688
Change-920 (-20%)
Value$938.8K (-$178.5K)
Filed 2026-10-13
Granville Capital, Inc.
INCREASED
Shares3,759 from 3,202
Change+557 (+17%)
Value$936.6K (+$173.4K)
Filed 2026-11-05
Manuka Financial, LLC
UNCHANGED
Shares3,759 from 3,759
Change0 (0%)
Value$936.6K (+$40.6K)
Filed 2026-10-16
Signature Resources Capital Management, LLC
INCREASED
Shares3,752 from 3,666
Change+86 (+2%)
Value$934.8K (+$61.1K)
Filed 2026-10-16
Twelve Points Wealth Management LLC
INCREASED
Shares3,744 from 3,320
Change+424 (+13%)
Value$899.9K (+$108.6K)
Filed 2026-11-03
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares3,727 from 4,247
Change-520 (-12%)
Value$928.6K (-$83.6K)
Filed 2026-10-22
Thor Trading Advisors, LLC
INCREASED
Shares3,722 from 3,249
Change+473 (+15%)
Value$927.3K (+$153.0K)
Filed 2026-11-05
Ariston Services Group
INCREASED
Shares3,715 from 2,978
Change+737 (+25%)
Value$925.6K (+$215.8K)
Filed 2026-10-16
Richard Young Associates, Ltd.
INCREASED
Shares3,715 from 3,658
Change+57 (+2%)
Value$925.7K (+$53.8K)
Filed 2026-11-03
Melfa Wealth Management, Inc.
INCREASED
Shares3,709 from 3,218
Change+491 (+15%)
Value$924.2K (+$157.1K)
Filed 2026-11-06
Forthright Family Wealth Advisory LLC
DECREASED
Shares3,707 from 3,714
Change-7 (0%)
Value$923.6K (+$38.4K)
Filed 2026-11-03
Base Wealth Management LLC
DECREASED
Shares3,697 from 3,736
Change-39 (-1%)
Value$921.1K (+$30.7K)
Filed 2026-10-21
Prosperity Advisers, LLC
INCREASED
Shares3,694 from 3,640
Change+54 (+1%)
Value$920.4K (+$52.8K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
INCREASED
Shares3,681 from 3,543
Change+138 (+4%)
Value$917.0K (+$72.7K)
Filed 2026-10-28
Arlington Capital Management Inc
UNCHANGED
Shares3,659 from 3,659
Change0 (0%)
Value$911.6K (+$39.6K)
Filed 2026-10-30
Single Point Partners, LLC
DECREASED
Shares3,641 from 3,677
Change-36 (-1%)
Value$907.0K (+$30.6K)
Filed 2026-10-19
Bauman Advisory Group, LLC
DECREASED
Shares3,637 from 3,746
Change-109 (-3%)
Value$906.2K (+$13.3K)
Filed 2026-10-29
Syntax Research, Inc.
DECREASED
Shares3,615 from 4,215
Change-600 (-14%)
Value$900.7K (-$103.9K)
Filed 2026-11-04
First Citizens Financial Corp
DECREASED
Shares3,615 from 3,795
Change-180 (-5%)
Value$900.7K (-$3.8K)
Filed 2026-10-02
Kendall Capital Management
INCREASED
Shares3,612 from 916
Change+2,696 (+294%)
Value$899.9K (+$681.6K)
Filed 2026-10-23
Orgel Wealth Management, LLC
INCREASED
Shares3,605 from 3,562
Change+43 (+1%)
Value$898.1K (+$49.2K)
Filed 2026-10-14
Chartist Inc
DECREASED
Shares3,593 from 3,653
Change-60 (-2%)
Value$895.2K (+$24.5K)
Filed 2026-11-04
Financial Designs Corp
INCREASED
Shares3,588 from 3,350
Change+238 (+7%)
Value$894.0K (+$95.5K)
Filed 2026-10-09
Financial Life Advisors
UNCHANGED
Shares3,583 from 3,583
Change0 (0%)
Value$892.7K (+$38.7K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED
Shares3,581 from 3,580
Change+1 (+0%)
Value$892.2K (+$38.9K)
Filed 2026-10-23
Brickley Wealth Management
INCREASED
Shares3,567 from 2,978
Change+589 (+20%)
Value$888.7K (+$178.9K)
Filed 2026-11-04
Atlas Wealth Partners, LLC
DECREASED
Shares3,567 from 3,658
Change-91 (-2%)
Value$888.7K (+$16.9K)
Filed 2026-11-03
Lutz Financial Services LLC
DECREASED
Shares3,560 from 3,664
Change-104 (-3%)
Value$887.0K (+$13.7K)
Filed 2026-11-06
Olio Financial Planning
UNCHANGED
Shares3,558 from 3,558
Change0 (0%)
Value$886.5K (+$38.5K)
Filed 2026-10-22
Ddfg, Inc
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$885.0K (+$38.4K)
Filed 2026-10-15
6th Street Advisors, LLC
INCREASED
Shares3,539 from 3,404
Change+135 (+4%)
Value$881.7K (+$70.4K)
Filed 2026-10-14
HRC Wealth Management, LLC
INCREASED
Shares3,534 from 3,532
Change+2 (+0%)
Value$880.5K (+$38.7K)
Filed 2026-10-16
RM Financial Services, LLC
INCREASED
Shares3,509 from 3,479
Change+30 (+1%)
Value$874.3K (+$45.1K)
Filed 2026-11-03
JDH Wealth Management, LLC
INCREASED
Shares3,507 from 3,140
Change+367 (+12%)
Value$873.8K (+$125.4K)
Filed 2026-10-20
Diesslin Group, Inc.
DECREASED
Shares3,483 from 3,685
Change-202 (-5%)
Value$867.8K (-$10.5K)
Filed 2026-10-14
Granite Group Advisors, LLC
DECREASED
Shares3,473 from 4,022
Change-549 (-14%)
Value$865.3K (-$93.3K)
Filed 2026-10-14
Redwood Park Advisors LLC
INCREASED
Shares3,472 from 3,159
Change+313 (+10%)
Value$865.0K (+$112.1K)
Filed 2026-11-02
Q Fund Management (Hong Kong) Ltd
INCREASED
Shares3,470 from 500
Change+2,970 (+594%)
Value$864.6K (+$745.4K)
Filed 2026-10-14
Dynamic Financial Group
INCREASED
Shares3,465 from 3,344
Change+121 (+4%)
Value$863.3K (+$66.3K)
Filed 2026-10-28
Chris Bulman Inc
INCREASED
Shares3,462 from 3,258
Change+204 (+6%)
Value$862.6K (+$86.0K)
Filed 2026-10-20
Reap Financial Group, LLC
INCREASED
Shares3,443 from 3,269
Change+174 (+5%)
Value$857.9K (+$78.8K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
DECREASED
Shares3,442 from 4,284
Change-842 (-20%)
Value$857.6K (-$163.5K)
Filed 2026-10-26
James T. Borello RIA
INCREASED
Shares3,442 from 3,415
Change+27 (+1%)
Value$857.6K (+$43.6K)
Filed 2026-10-16
Dodds Wealth, LLC
DECREASED
Shares3,438 from 3,522
Change-84 (-2%)
Value$856.6K (+$17.1K)
Filed 2026-11-02
Advocate Investing Services LLC
DECREASED
Shares3,437 from 3,656
Change-219 (-6%)
Value$856.3K (-$15.0K)
Filed 2026-10-26
Pullen Investment Management, LLC
INCREASED
Shares3,434 from 2,995
Change+439 (+15%)
Value$855.6K (+$141.8K)
Filed 2026-10-23
Southern Financial Group, LLC
INCREASED
Shares3,433 from 3,426
Change+7 (+0%)
Value$855.3K (+$38.8K)
Filed 2026-10-30
Aegis Wealth Management, Inc.
INCREASED
Shares3,429 from 3,144
Change+285 (+9%)
Value$854.3K (+$105.0K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
DECREASED
Shares3,429 from 3,430
Change-1 (0%)
Value$854.3K (+$36.8K)
Filed 2026-10-26
SwitchPoint Financial Planning, LLC
INCREASED
Shares3,427 from 3,210
Change+217 (+7%)
Value$853.8K (+$88.8K)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED
Shares3,419 from 6,675
Change-3,256 (-49%)
Value$851.8K (-$739.1K)
Filed 2026-11-05
Sugar Maple Asset Management, LLC
INCREASED
Shares3,413 from 3,249
Change+164 (+5%)
Value$850.3K (+$76.0K)
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares3,406 from 3,254
Change+152 (+5%)
Value$848.6K (-$35.1K)
Filed 2026-10-28
MAD River Investors
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$847.1K (+$36.8K)
Filed 2026-10-27
All-Stars Investment Ltd
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$847.1K (+$36.8K)
Filed 2026-11-03
AJ Advisors, LLC
DECREASED
Shares3,399 from 3,408
Change-9 (0%)
Value$846.9K (+$34.6K)
Filed 2026-10-29
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares3,394 from 3,394
Change0 (0%)
Value$845.6K (+$36.7K)
Filed 2026-10-09
Lakeshore Financial Planning, Inc.
INCREASED
Shares3,393 from 3,323
Change+70 (+2%)
Value$845.4K (+$53.4K)
Filed 2026-10-13
Summit Investment Advisory Services, LLC
INCREASED
Shares3,384 from 3,304
Change+80 (+2%)
Value$843.1K (+$55.6K)
Filed 2026-11-03
OmniStar Financial Group, Inc.
INCREASED
Shares3,381 from 3,336
Change+45 (+1%)
Value$842.4K (+$47.3K)
Filed 2026-10-26
21 West Wealth Management LLC
DECREASED
Shares3,374 from 3,421
Change-47 (-1%)
Value$840.6K (+$25.3K)
Filed 2026-10-13
Financial Symmetry Inc
DECREASED
Shares3,367 from 3,833
Change-466 (-12%)
Value$838.9K (-$74.7K)
Filed 2026-10-06
Post Resch Tallon Group Inc.
DECREASED
Shares3,360 from 3,460
Change-100 (-3%)
Value$837.1K (+$12.5K)
Filed 2026-10-09
Aspect Partners, LLC
INCREASED
Shares3,359 from 3,155
Change+204 (+6%)
Value$836.9K (+$84.9K)
Filed 2026-10-20
Beacon Financial Planning, Inc
INCREASED
Shares3,354 from 2,968
Change+386 (+13%)
Value$835.6K (+$128.3K)
Filed 2026-11-04
Arbor Investment Advisors, LLC
DECREASED
Shares3,345 from 4,630
Change-1,285 (-28%)
Value$833.3K (-$270.1K)
Filed 2026-10-26
Hughes Financial Services, LLC
INCREASED
Shares3,344 from 3,176
Change+168 (+5%)
Value$815.2K (+$58.3K)
Filed 2026-10-30
Allied Investment Advisors, LLC
INCREASED
Shares3,341 from 3,223
Change+118 (+4%)
Value$832.4K (+$64.2K)
Filed 2026-10-13
Sterling Manor Financial, LLC
NEW
Shares3,330
Change+3,330
Value$829.7K
Filed 2026-10-21
Howard Bailey Securities, LLC
DECREASED
Shares3,316 from 4,664
Change-1,348 (-29%)
Value$826.2K (-$285.4K)
Filed 2026-10-27
Kitching Partners, LLC
INCREASED
Shares3,315 from 3,090
Change+225 (+7%)
Value$825.9K (+$89.5K)
Filed 2026-11-02
Sensible Money, LLC
DECREASED
Shares3,308 from 3,420
Change-112 (-3%)
Value$824.2K (+$9.1K)
Filed 2026-10-20
Tuttle Capital Management, LLC
UNCHANGED
Shares3,308 from 3,308
Change0 (0%)
Value$824.2K (+$35.8K)
Filed 2026-10-21
Stordahl Capital Management, Inc.
DECREASED
Shares3,304 from 3,421
Change-117 (-3%)
Value$823.2K (+$7.8K)
Filed 2026-10-22
Wedgewood Investors Inc
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$823.2K (+$35.7K)
Filed 2026-10-28
Penney Financial, LLC
DECREASED
Shares3,303 from 3,337
Change-34 (-1%)
Value$822.9K (+$27.6K)
Filed 2026-10-20
BetterWealth, LLC
DECREASED
Shares3,302 from 3,785
Change-483 (-13%)
Value$822.7K (-$79.4K)
Filed 2026-10-15
Fidato Wealth LLC
INCREASED
Shares3,296 from 2,684
Change+612 (+23%)
Value$821.2K (+$181.5K)
Filed 2026-10-13
Cordoba Advisory Partners LLC
DECREASED
Shares3,287 from 3,625
Change-338 (-9%)
Value$818.7K (-$45.6K)
Filed 2026-10-19
Tucker Asset Management LLC
DECREASED
Shares3,286 from 3,550
Change-264 (-7%)
Value$818.7K (-$27.4K)
Filed 2026-10-29
Briaud Financial Planning Inc
INCREASED
Shares3,285 from 2,285
Change+1,000 (+44%)
Value$818.5K (+$273.9K)
Filed 2026-10-20
Planning Strategies Inc.
INCREASED
Shares3,281 from 3,133
Change+148 (+5%)
Value$817.4K (+$70.7K)
Filed 2026-10-02
Glass Jacobson Investment Advisors llc
DECREASED
Shares3,280 from 3,319
Change-39 (-1%)
Value$817.3K (+$26.1K)
Filed 2026-10-26
Orba Wealth Advisors, L.L.C.
INCREASED
Shares3,278 from 3,225
Change+53 (+2%)
Value$816.7K (+$48.1K)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares3,273 from 3,304
Change-31 (-1%)
Value$815.0K (+$28.0K)
Filed 2026-10-30
Tobam
DECREASED
Shares3,247 from 28,293
Change-25,046 (-89%)
Value$809.0K (-$5.9M)
Filed 2026-11-03
Pearl Planning LLC
INCREASED
Shares3,242 from 1,261
Change+1,981 (+157%)
Value$807.8K (+$507.2K)
Filed 2026-10-13
10Elms LLP
INCREASED
Shares3,241 from 3,063
Change+178 (+6%)
Value$807.5K (+$77.5K)
Filed 2026-11-06
Rasp Wealth Solutions, LLC
INCREASED
Shares3,230 from 1,212
Change+2,018 (+167%)
Value$804.7K (+$515.9K)
Filed 2026-11-06
Evolution Wealth Management Inc.
DECREASED
Shares3,224 from 5,128
Change-1,904 (-37%)
Value$803.3K (-$418.9K)
Filed 2026-10-28
Henderson Brothers Financial Partners, LLC
INCREASED
Shares3,216 from 2,924
Change+292 (+10%)
Value$801.3K (+$104.4K)
Filed 2026-11-03
truNorth Financial Services, Inc.
DECREASED
Shares3,214 from 3,269
Change-55 (-2%)
Value$800.8K (+$21.6K)
Filed 2026-11-06
Integrated Wealth Management
INCREASED
Shares3,204 from 3,102
Change+102 (+3%)
Value$798.2K (+$58.9K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares3,200 from 3,151
Change+49 (+2%)
Value$797.3K (+$46.3K)
Filed 2026-10-28
Oceanside Advisors LLC
UNCHANGED
Shares3,191 from 3,191
Change0 (0%)
Value$794.9K (+$34.5K)
Filed 2026-11-03
Copeland Capital Management, LLC
NEW
Shares3,180
Change+3,180
Value$792.3K
Filed 2026-10-13
Founders Capital Management, LLC
UNCHANGED
Shares3,163 from 3,163
Change0 (0%)
Value$788.1K (+$34.2K)
Filed 2026-10-23
Mallini Complete Financial Planning LLC
INCREASED
Shares3,159 from 3,043
Change+116 (+4%)
Value$787.1K (+$61.8K)
Filed 2026-10-06
Valued Wealth Advisors LLC
INCREASED
Shares3,153 from 2,826
Change+327 (+12%)
Value$785.6K (+$112.0K)
Filed 2026-11-05
North Berkeley Wealth Management, LLC
INCREASED
Shares3,151 from 3,075
Change+76 (+2%)
Value$785.1K (+$52.2K)
Filed 2026-11-02
Parkshore Wealth Management, Inc.
DECREASED
Shares3,147 from 18,616
Change-15,469 (-83%)
Value$784.1K (-$3.7M)
Filed 2026-10-13
Welch Financial Planning, LLC
INCREASED
Shares3,138 from 2,266
Change+872 (+38%)
Value$781.8K (+$241.8K)
Filed 2026-11-06
Cottonwood Capital Advisors, LLC
INCREASED
Shares3,134 from 3,123
Change+11 (+0%)
Value$780.8K (+$36.5K)
Filed 2026-10-20
Matrix Trust Co
INCREASED
Shares3,132 from 2,870
Change+262 (+9%)
Value$780.0K (+$96.0K)
Filed 2026-10-07
Sageworth Trust Co
INCREASED
Shares3,122 from 2,760
Change+362 (+13%)
Value$777.8K (+$120.0K)
Filed 2026-10-30
Stonehearth Capital Management, LLC
UNCHANGED
Shares3,117 from 3,117
Change0 (0%)
Value$776.6K (+$33.7K)
Filed 2026-10-13
Aquire Wealth Advisors, LLC
DECREASED
Shares3,112 from 3,268
Change-156 (-5%)
Value$775.2K (-$3.7K)
Filed 2026-10-23
Montgomery Investment Management Inc
UNCHANGED
Shares3,103 from 3,103
Change0 (0%)
Value$773.1K (+$33.5K)
Filed 2026-10-26
JIM Saulnier & Associates, LLC
DECREASED
Shares3,100 from 3,269
Change-169 (-5%)
Value$772.4K (-$6.8K)
Filed 2026-11-04
McClarren Financial Advisors, Inc.
DECREASED
Shares3,097 from 3,117
Change-20 (-1%)
Value$771.6K (+$28.7K)
Filed 2026-10-15
Boyer Financial Services, Inc.
INCREASED
Shares3,095 from 2,921
Change+174 (+6%)
Value$771.0K (+$62.3K)
Filed 2026-10-23
Squire Investment Management Company, LLC
INCREASED
Shares3,093 from 2,682
Change+411 (+15%)
Value$770.6K (+$131.4K)
Filed 2026-11-03
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares3,091 from 2,910
Change+181 (+6%)
Value$770.1K (+$76.6K)
Filed 2026-10-07
Walleye Partners, LLC
DECREASED
Shares3,084 from 3,122
Change-38 (-1%)
Value$768.4K (+$24.3K)
Filed 2026-10-13
Kieckhefer Group LLC
DECREASED
Shares3,079 from 3,330
Change-251 (-8%)
Value$767.1K (-$26.5K)
Filed 2026-10-13
Absher Wealth Management, LLC
DECREASED
Shares3,074 from 3,081
Change-7 (0%)
Value$765.9K (+$31.6K)
Filed 2026-11-02
Terril Brothers, Inc.
INCREASED
Shares3,070 from 2,980
Change+90 (+3%)
Value$764.9K (+$54.6K)
Filed 2026-11-06
Altium Investment Strategies LLC
INCREASED
Shares3,069 from 1,791
Change+1,278 (+71%)
Value$793.6K (+$354.2K)
Filed 2026-10-20
Addison Advisors LLC
INCREASED
Shares3,063 from 2,913
Change+150 (+5%)
Value$763.2K (+$69.0K)
Filed 2026-11-06
Retirement Wealth Solutions LLC
INCREASED
Shares3,062 from 2,549
Change+513 (+20%)
Value$762.9K (+$155.4K)
Filed 2026-10-07
New England Capital Financial Advisors LLC
UNCHANGED
Shares3,062 from 3,062
Change0 (0%)
Value$763.0K (+$33.1K)
Filed 2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares3,047 from 3,047
Change0 (0%)
Value$759.2K (+$32.9K)
Filed 2026-10-07
Frontier Asset Management, LLC
DECREASED
Shares3,045 from 3,679
Change-634 (-17%)
Value$758.7K (-$118.2K)
Filed 2026-10-28
Global Wealth Management, LLC
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$757.4K (+$32.9K)
Filed 2026-10-15
Citrine Capital LLC
INCREASED
Shares3,034 from 2,763
Change+271 (+10%)
Value$755.9K (+$97.4K)
Filed 2026-10-14
Friday Financial
INCREASED
Shares3,024 from 2,064
Change+960 (+47%)
Value$750.6K (+$242.9K)
Filed 2026-10-09
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares3,017 from 3,017
Change0 (0%)
Value$751.7K (+$32.6K)
Filed 2026-11-05
Spectrum Financial Alliance Ltd LLC
NEW
Shares3,006
Change+3,006
Value$748.9K
Filed 2026-10-29
Legacies Wealth LLC
INCREASED
Shares3,002 from 2,060
Change+942 (+46%)
Value$747.9K (+$257.0K)
Filed 2026-11-02
Ironsides Asset Advisors, LLC
INCREASED
Shares3,001 from 2,106
Change+895 (+43%)
Value$747.7K (+$245.8K)
Filed 2026-10-20
Glaxis Capital Management, LLC
NEW
Shares3,000
Change+3,000
Value$747.5K
Filed 2026-11-02
Baypointe Partners LLC
NEW
Shares3,000
Change+3,000
Value$747.5K
Filed 2026-10-22
Praxis Capital Management LLC
DECREASED
Shares3,000 from 6,120
Change-3,120 (-51%)
Value$747.5K (-$711.2K)
Filed 2026-10-16
ASL Financial, LLC
UNCHANGED
Shares2,999 from 2,999
Change0 (0%)
Value$747.2K (+$32.4K)
Filed 2026-10-15
Cushing Capital Partners, LLC
INCREASED
Shares2,992 from 945
Change+2,047 (+217%)
Value$745.4K (+$520.1K)
Filed 2026-10-20
Droms Strauss Advisors Inc
DECREASED
Shares2,991 from 3,014
Change-23 (-1%)
Value$745.2K (+$26.9K)
Filed 2026-11-03
Financial Enhancement Group LLC
DECREASED
Shares2,987 from 3,136
Change-149 (-5%)
Value$776.4K (+$28.9K)
Filed 2026-10-08
Prism Planning Partners LLC
DECREASED
Shares2,979 from 3,345
Change-366 (-11%)
Value$742.2K (-$55.0K)
Filed 2026-10-27
RW Investment Management LLC
INCREASED
Shares2,979 from 2,970
Change+9 (+0%)
Value$742.2K (+$34.3K)
Filed 2026-11-03
E6 Portfolios, LLC
DECREASED
Shares2,964 from 3,192
Change-228 (-7%)
Value$738.5K (-$22.4K)
Filed 2026-10-26
Blvd Private Wealth, LLC
INCREASED
Shares2,961 from 2,930
Change+31 (+1%)
Value$737.7K (+$39.4K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
DECREASED
Shares2,957 from 3,119
Change-162 (-5%)
Value$736.7K (-$6.6K)
Filed 2026-11-05
Steinberg Asset Management LLC
DECREASED
Shares2,946 from 2,951
Change-5 (0%)
Value$734.0K (+$30.7K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares2,939 from 2,783
Change+156 (+6%)
Value$732.3K (+$69.0K)
Filed 2026-10-20
Climber Capital SA
INCREASED
Shares2,935 from 1,078
Change+1,857 (+172%)
Value$693.3K (+$436.9K)
Filed 2026-10-20
Lauer Wealth, LLC
INCREASED
Shares2,928 from 2,878
Change+50 (+2%)
Value$743.9K (+$31.6K)
Filed 2026-10-13
Level Financial Advisors
INCREASED
Shares2,925 from 2,895
Change+30 (+1%)
Value$728.8K (+$38.8K)
Filed 2026-10-13
Pathway Financial Advisors LLC
INCREASED
Shares2,921 from 2,906
Change+15 (+1%)
Value$727.8K (+$22.6K)
Filed 2026-10-07
Boyum Wealth Architects LLC
INCREASED
Shares2,920 from 2,805
Change+115 (+4%)
Value$734.4K (+$40.7K)
Filed 2026-10-06
Refined Wealth Management
UNCHANGED
Shares2,918 from 2,918
Change0 (0%)
Value$727.0K (+$31.5K)
Filed 2026-10-13
Ball & Co Wealth Management Inc.
INCREASED
Shares2,910 from 1,284
Change+1,626 (+127%)
Value$725.0K (+$419.0K)
Filed 2026-11-05
Cairn Investment Group, Inc.
UNCHANGED
Shares2,885 from 2,885
Change0 (0%)
Value$719.0K (+$31.0K)
Filed 2026-11-04
Stage Harbor Financial, LLC
INCREASED
Shares2,882 from 2,400
Change+482 (+20%)
Value$718.1K (+$146.0K)
Filed 2026-11-03
Capital Planning LLC
DECREASED
Shares2,881 from 2,950
Change-69 (-2%)
Value$717.8K (+$14.7K)
Filed 2026-10-09
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares2,881 from 2,912
Change-31 (-1%)
Value$717.8K (+$23.8K)
Filed 2026-11-03
Themes Management Co LLC
DECREASED
Shares2,878 from 5,345
Change-2,467 (-46%)
Value$717.1K (-$556.9K)
Filed 2026-10-29
Bay Capital Advisors, LLC
DECREASED
Shares2,871 from 2,956
Change-85 (-3%)
Value$715.3K (+$10.8K)
Filed 2026-10-16
Prota Financial, LLC
DECREASED
Shares2,869 from 2,901
Change-32 (-1%)
Value$712.2K (+$11.0K)
Filed 2026-10-08
Thryve Wealth Management LLC
INCREASED
Shares2,858 from 2,735
Change+123 (+5%)
Value$712.1K (+$60.2K)
Filed 2026-10-09
Truefg, LLC
DECREASED
Shares2,838 from 3,079
Change-241 (-8%)
Value$707.1K (-$26.8K)
Filed 2026-10-15
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares2,830 from 2,839
Change-9 (0%)
Value$705.1K (+$28.4K)
Filed 2026-11-03
Landmark Wealth Management, LLC
DECREASED
Shares2,829 from 2,986
Change-157 (-5%)
Value$704.9K (-$6.8K)
Filed 2026-11-03
PFG Private Wealth Management, LLC
DECREASED
Shares2,826 from 3,225
Change-399 (-12%)
Value$704.0K (-$64.6K)
Filed 2026-10-15
ShoreHaven Wealth Partners, LLC
INCREASED
Shares2,825 from 2,764
Change+61 (+2%)
Value$703.9K (+$45.1K)
Filed 2026-10-16
Armor Investment Advisors, LLC
INCREASED
Shares2,824 from 2,674
Change+150 (+6%)
Value$703.6K (+$66.3K)
Filed 2026-10-27
Cogent Strategic Wealth LLC
INCREASED
Shares2,812 from 2,494
Change+318 (+13%)
Value$700.6K (+$106.2K)
Filed 2026-10-22
Johnson Bixby & Associates, LLC
DECREASED
Shares2,811 from 3,037
Change-226 (-7%)
Value$700.4K (-$23.5K)
Filed 2026-10-14
Quantify Chaos Advisors, LLC
INCREASED
Shares2,801 from 1,081
Change+1,720 (+159%)
Value$697.9K (+$440.2K)
Filed 2026-11-04
Fingerlakes Wealth Management, Inc.
DECREASED
Shares2,801 from 3,699
Change-898 (-24%)
Value$697.9K (-$183.8K)
Filed 2026-11-04
AF Advisors, Inc.
DECREASED
Shares2,801 from 2,846
Change-45 (-2%)
Value$697.9K (+$19.6K)
Filed 2026-11-06
Forbes Financial Planning, Inc.
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$697.9K (+$130.3K)
Filed 2026-10-23
Tull Financial Group, Inc.
DECREASED
Shares2,800 from 2,948
Change-148 (-5%)
Value$697.6K (-$5.0K)
Filed 2026-11-05
Torren Management, LLC
INCREASED
Shares2,799 from 545
Change+2,254 (+414%)
Value$697.4K (+$567.5K)
Filed 2026-10-29
Phoenix Wealth Advisors
INCREASED
Shares2,797 from 2,464
Change+333 (+14%)
Value$696.9K (+$109.6K)
Filed 2026-11-03
Seneca Financial Advisors LLC
INCREASED
Shares2,797 from 2,762
Change+35 (+1%)
Value$696.9K (+$38.6K)
Filed 2026-10-28
Kennicott Capital Management LLC
UNCHANGED
Shares2,795 from 2,795
Change0 (0%)
Value$696.4K (+$30.2K)
Filed 2026-10-16
Level Wealth Management LLC
INCREASED
Shares2,793 from 1,180
Change+1,613 (+137%)
Value$695.9K (+$414.6K)
Filed 2026-10-23
Hopwood Financial Services, Inc.
DECREASED
Shares2,791 from 2,811
Change-20 (-1%)
Value$695.4K (+$25.4K)
Filed 2026-10-29
Sicart Associates LLC
UNCHANGED
Shares2,787 from 2,787
Change0 (0%)
Value$696.8K (+$32.5K)
Filed 2026-10-29
Keenan, LLC
DECREASED
Shares2,778 from 2,985
Change-207 (-7%)
Value$692.1K (-$19.3K)
Filed 2026-10-23
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares2,773 from 2,757
Change+16 (+1%)
Value$690.9K (+$33.8K)
Filed 2026-10-19
JBGlobal.com LLC
UNCHANGED
Shares2,769 from 2,769
Change0 (0%)
Value$689.9K (+$29.9K)
Filed 2026-10-13
Layline Advisors, LLC
INCREASED
Shares2,763 from 2,413
Change+350 (+15%)
Value$688.4K (+$113.3K)
Filed 2026-11-02
IFC & Insurance Marketing, Inc.
INCREASED
Shares2,760 from 2,700
Change+60 (+2%)
Value$687.7K (+$44.1K)
Filed 2026-10-16
Range Financial Group LLC
INCREASED
Shares2,756 from 2,377
Change+379 (+16%)
Value$686.7K (+$120.1K)
Filed 2026-10-21
Quartz Partners, LLC
INCREASED
Shares2,752 from 2,587
Change+165 (+6%)
Value$685.7K (+$69.1K)
Filed 2026-11-03
Endowment Wealth Management, Inc.
INCREASED
Shares2,741 from 2,050
Change+691 (+34%)
Value$682.9K (+$194.3K)
Filed 2026-11-03
Planned Solutions, Inc.
INCREASED
Shares2,714 from 2,474
Change+240 (+10%)
Value$676.2K (+$86.5K)
Filed 2026-10-19
David Kennon Inc
DECREASED
Shares2,712 from 2,822
Change-110 (-4%)
Value$675.7K (+$3.1K)
Filed 2026-10-13
Macroview Investment Management LLC
INCREASED
Shares2,708 from 2,583
Change+125 (+5%)
Value$674.7K (+$59.1K)
Filed 2026-10-26
First Growth Capital LLC
INCREASED
Shares2,696 from 2,618
Change+78 (+3%)
Value$671.7K (+$47.7K)
Filed 2026-10-15
Forza Wealth Management, LLC
INCREASED
Shares2,690 from 1,881
Change+809 (+43%)
Value$670.2K (+$221.9K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares2,687 from 2,687
Change0 (0%)
Value$671.8K (-$46.2K)
Filed 2026-10-26
Blankinship & Foster, LLC
INCREASED
Shares2,685 from 2,529
Change+156 (+6%)
Value$669.0K (+$66.2K)
Filed 2026-10-19
BCK Partners, Inc.
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$669.0K (+$29.0K)
Filed 2026-10-23
Penobscot Wealth Management
DECREASED
Shares2,673 from 2,757
Change-84 (-3%)
Value$666.0K (+$8.9K)
Filed 2026-10-21
Continuum Wealth Advisors, LLC
INCREASED
Shares2,660 from 2,644
Change+16 (+1%)
Value$662.7K (+$32.6K)
Filed 2026-10-20
Arkansas Financial Group, Inc.
UNCHANGED
Shares2,658 from 2,658
Change0 (0%)
Value$662.1K (+$28.7K)
Filed 2026-10-26
Waycross Investment Management Co
UNCHANGED
Shares2,658 from 2,658
Change0 (0%)
Value$662.2K (+$28.7K)
Filed 2026-10-14
bLong Financial, LLC
INCREASED
Shares2,657 from 2,652
Change+5 (+0%)
Value$662.0K (+$29.9K)
Filed 2026-10-29
Wincap Financial LLC
DECREASED
Shares2,621 from 3,454
Change-833 (-24%)
Value$652.9K (-$170.2K)
Filed 2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares2,612 from 2,529
Change+83 (+3%)
Value$650.7K (+$48.0K)
Filed 2026-10-15
marrick wealth, LLC
INCREASED
Shares2,609 from 2,533
Change+76 (+3%)
Value$650.0K (+$46.3K)
Filed 2026-10-20
Pioneer Family Office, LLC
UNCHANGED
Shares2,602 from 2,602
Change0 (0%)
Value$648.3K (+$28.1K)
Filed 2026-10-30
Oak Grove Capital LLC
DECREASED
Shares2,600 from 3,604
Change-1,004 (-28%)
Value$647.8K (-$211.2K)
Filed 2026-10-09
Shayne & Jacobs, LLC
DECREASED
Shares2,600 from 2,800
Change-200 (-7%)
Value$647.8K (-$19.6K)
Filed 2026-10-21
Silver Lake Advisory, LLC
UNCHANGED
Shares2,598 from 2,598
Change0 (0%)
Value$647.3K (+$28.1K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
INCREASED
Shares2,593 from 2,564
Change+29 (+1%)
Value$646.0K (+$34.9K)
Filed 2026-10-13
Sentry LLC
DECREASED
Shares2,592 from 2,812
Change-220 (-8%)
Value$645.8K (-$24.4K)
Filed 2026-10-30
Sagace Wealth Management LLC
DECREASED
Shares2,586 from 3,210
Change-624 (-19%)
Value$644.3K (-$120.8K)
Filed 2026-10-28
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares2,571 from 2,450
Change+121 (+5%)
Value$640.6K (+$56.6K)
Filed 2026-10-14
FWG Investments, Llc.
DECREASED
Shares2,569 from 2,946
Change-377 (-13%)
Value$640.2K (-$62.1K)
Filed 2026-11-03
Sterling Financial Planning, Inc.
INCREASED
Shares2,565 from 2,561
Change+4 (+0%)
Value$639.1K (+$28.7K)
Filed 2026-10-28
Slocum, Gordon & Co LLP
DECREASED
Shares2,564 from 2,864
Change-300 (-10%)
Value$638.8K (-$43.8K)
Filed 2026-10-19
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares2,559 from 2,382
Change+177 (+7%)
Value$638.0K (+$70.0K)
Filed 2026-11-04
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares2,558 from 2,598
Change-40 (-2%)
Value$637.3K (+$18.1K)
Filed 2026-10-16
Flagstone Financial Management
UNCHANGED
Shares2,558 from 2,558
Change0 (0%)
Value$637.3K (+$27.7K)
Filed 2026-11-05
GGM Financial LLC
INCREASED
Shares2,550 from 2,390
Change+160 (+7%)
Value$635.3K (+$65.7K)
Filed 2026-11-05
PMG Family Office LLC
DECREASED
Shares2,544 from 2,554
Change-10 (0%)
Value$633.8K (+$25.1K)
Filed 2026-10-19
Lighthouse Wealth Management Inc.
INCREASED
Shares2,539 from 2,519
Change+20 (+1%)
Value$632.6K (+$32.2K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
INCREASED
Shares2,534 from 2,293
Change+241 (+11%)
Value$631.3K (+$84.8K)
Filed 2026-10-28
Idaho Trust Co
DECREASED
Shares2,529 from 2,705
Change-176 (-7%)
Value$630.1K (-$14.6K)
Filed 2026-11-04
Townsend & Associates, Inc
DECREASED
Shares2,528 from 2,550
Change-22 (-1%)
Value$632.1K (-$5.4K)
Filed 2026-10-23
One Degree Advisors Inc
INCREASED
Shares2,522 from 2,479
Change+43 (+2%)
Value$646.4K (+$645.8K)
Filed 2026-11-06
Andrews Advisory Associates, LLC
INCREASED
Shares2,520 from 1,037
Change+1,483 (+143%)
Value$627.9K (+$380.7K)
Filed 2026-10-15
Seven Hills Financial, LLC
NEW
Shares2,509
Change+2,509
Value$625.2K
Filed 2026-10-13
Cdkv Holdings LLC
UNCHANGED
Shares2,502 from 2,502
Change0 (0%)
Value$623.4K (+$27.0K)
Filed 2026-10-28
Milestone Asset Management, LLC
DECREASED
Shares2,493 from 2,563
Change-70 (-3%)
Value$621.1K (+$10.3K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED
Shares2,489 from 2,431
Change+58 (+2%)
Value$620.1K (+$40.7K)
Filed 2026-11-03
Dedeker Financial LLC
UNCHANGED
Shares2,489 from 2,489
Change0 (0%)
Value$620.1K (+$26.9K)
Filed 2026-10-23
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares2,483 from 2,476
Change+7 (+0%)
Value$618.6K (+$28.5K)
Filed 2026-10-26
Mustard Seed Financial, LLC
INCREASED
Shares2,481 from 2,445
Change+36 (+1%)
Value$618.2K (+$35.4K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
DECREASED
Shares2,480 from 3,892
Change-1,412 (-36%)
Value$617.9K (-$309.7K)
Filed 2026-10-26
Ceera Investments, LLC
INCREASED
Shares2,469 from 1,407
Change+1,062 (+75%)
Value$615.2K (+$279.8K)
Filed 2026-11-02
Burkett Asset Management Ltd
DECREASED
Shares2,465 from 3,370
Change-905 (-27%)
Value$614.2K (-$189.1K)
Filed 2026-10-13
CKW Financial Group
INCREASED
Shares2,459 from 2,367
Change+92 (+4%)
Value$610.0K (+$609.4K)
Filed 2026-10-29
Monument Group Wealth Advisors, LLC
NEW
Shares2,457
Change+2,457
Value$612.2K
Filed 2026-10-21
Hardin Capital Partners, LLC
INCREASED
Shares2,452 from 2,135
Change+317 (+15%)
Value$610.9K (+$101.3K)
Filed 2026-10-09
Visionary Horizons, LLC
INCREASED
Shares2,447 from 1,600
Change+847 (+53%)
Value$609.8K (+$228.4K)
Filed 2026-10-22
Peak Financial Management, Inc.
DECREASED
Shares2,442 from 3,041
Change-599 (-20%)
Value$608.6K (-$116.4K)
Filed 2026-10-16
Liberty Atlantic Advisors LLC
INCREASED
Shares2,442 from 1,901
Change+541 (+28%)
Value$608.4K (+$155.3K)
Filed 2026-10-14
Alpha Advisors, LLC
INCREASED
Shares2,439 from 2,354
Change+85 (+4%)
Value$607.7K (+$46.6K)
Filed 2026-10-19
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares2,436 from 1,989
Change+447 (+22%)
Value$606.9K (+$132.9K)
Filed 2026-11-02
Marathon Mission, Inc.
INCREASED
Shares2,434 from 2,334
Change+100 (+4%)
Value$606.4K (+$50.1K)
Filed 2026-10-01
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$605.0K (+$26.0K)
Filed 2026-10-27
Ervin Investment Management, LLC
DECREASED
Shares2,426 from 2,436
Change-10 (0%)
Value$604.4K (+$23.8K)
Filed 2026-10-23
Schulz Wealth, Ltd.
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$602.9K (+$26.2K)
Filed 2026-11-03
Independent Investors Inc
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$600.5K (+$26.1K)
Filed 2026-10-30
Stronghold Wealth Management L.L.C.
DECREASED
Shares2,409 from 2,588
Change-179 (-7%)
Value$600.2K (-$16.6K)
Filed 2026-10-16
Long Island Wealth Management, Inc.
INCREASED
Shares2,408 from 1,645
Change+763 (+46%)
Value$600.0K (+$207.9K)
Filed 2026-10-20
Whitegate Investment Counselors, Inc.
DECREASED
Shares2,400 from 2,870
Change-470 (-16%)
Value$598.0K (-$86.1K)
Filed 2026-11-02
Dynamic Wealth Strategies, LLC
INCREASED
Shares2,399 from 2,329
Change+70 (+3%)
Value$597.7K (+$42.6K)
Filed 2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED
Shares2,396 from 2,396
Change0 (0%)
Value$597.0K (+$25.9K)
Filed 2026-10-09
Charter Capital Management, Llc\de
INCREASED
Shares2,394 from 2,374
Change+20 (+1%)
Value$596.4K (+$30.6K)
Filed 2026-10-28
IFS Advisors, LLC
INCREASED
Shares2,377 from 386
Change+1,991 (+516%)
Value$592.2K (+$500.2K)
Filed 2026-10-14
Foundation Wealth Management, LLC
NEW
Shares2,365
Change+2,365
Value$589.3K
Filed 2026-10-22
Financial Concepts Unlimited, Inc.
DECREASED
Shares2,359 from 3,263
Change-904 (-28%)
Value$587.7K (-$190.0K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,343 from 14,549
Change-12,206 (-84%)
Value$583.7K (-$2.9M)
Filed 2026-10-14
Krane Financial Solutions LLC
INCREASED
Shares2,333 from 2,313
Change+20 (+1%)
Value$581.3K (+$30.0K)
Filed 2026-10-30
Navigation Group, LLC
UNCHANGED
Shares2,321 from 2,321
Change0 (0%)
Value$578.3K (+$25.1K)
Filed 2026-10-28
Santori & Peters, Inc.
DECREASED
Shares2,317 from 2,365
Change-48 (-2%)
Value$577.3K (+$13.6K)
Filed 2026-10-26
Lakeside Advisors, Inc.
INCREASED
Shares2,303 from 2,200
Change+103 (+5%)
Value$573.8K (+$49.4K)
Filed 2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED
Shares2,302 from 2,270
Change+32 (+1%)
Value$573.5K (+$32.5K)
Filed 2026-10-09
Sharper & Granite LLC
UNCHANGED
Shares2,301 from 2,301
Change0 (0%)
Value$479.2K (-$69.2K)
Filed 2026-11-02
Smith Partners Wealth Management, LLC
INCREASED
Shares2,299 from 860
Change+1,439 (+167%)
Value$572.8K (+$367.8K)
Filed 2026-11-05
AdviceOne Advisory Services, LLC
INCREASED
Shares2,294 from 2,195
Change+99 (+5%)
Value$571.6K (+$48.4K)
Filed 2026-10-19
Gibson Wealth Advisors LLC
INCREASED
Shares2,285 from 2,200
Change+85 (+4%)
Value$569.3K (+$45.0K)
Filed 2026-10-20
MKD Wealth Coaches, LLC
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$568.6K (+$24.7K)
Filed 2026-10-09
Newton One Investments LLC
DECREASED
Shares2,278 from 2,280
Change-2 (0%)
Value$567.6K (+$24.1K)
Filed 2026-10-14
Succession Financial, Inc.
INCREASED
Shares2,270 from 2,093
Change+177 (+8%)
Value$565.7K (+$66.9K)
Filed 2026-10-14
Decker Retirement Planning Inc.
DECREASED
Shares2,268 from 4,266
Change-1,998 (-47%)
Value$565.1K (-$451.6K)
Filed 2026-10-19
Lesa Sroufe & Co
INCREASED
Shares2,265 from 2,264
Change+1 (+0%)
Value$564.0K (+$24.0K)
Filed 2026-10-29
Wealth Group Ltd
UNCHANGED
Shares2,264 from 2,264
Change0 (0%)
Value$569.4K (+$29.8K)
Filed 2026-10-07
Kure Advisory, LLC
INCREASED
Shares2,259 from 2,204
Change+55 (+3%)
Value$562.9K (+$37.6K)
Filed 2026-10-08
Daviman Financial, LLC
DECREASED
Shares2,256 from 2,574
Change-318 (-12%)
Value$562.0K (-$51.5K)
Filed 2026-11-06
Ferguson Johnson Wealth Management Inc
INCREASED
Shares2,246 from 2,210
Change+36 (+2%)
Value$559.6K (+$33.6K)
Filed 2026-11-05
ETF Store, Inc.
INCREASED
Shares2,238 from 2,234
Change+4 (+0%)
Value$557.6K (+$25.2K)
Filed 2026-10-19
Parrish Capital LLC
DECREASED
Shares2,228 from 2,440
Change-212 (-9%)
Value$555.1K (-$26.4K)
Filed 2026-10-01
Merrithew & Thorsten Inc
INCREASED
Shares2,225 from 1,640
Change+585 (+36%)
Value$554.4K (+$164.4K)
Filed 2026-11-06
Horizon Financial Services, LLC
DECREASED
Shares2,225 from 2,347
Change-122 (-5%)
Value$554.4K (-$5.0K)
Filed 2026-11-04
Providence Financial Advisors, LLC
INCREASED
Shares2,217 from 2,189
Change+28 (+1%)
Value$552.4K (+$30.6K)
Filed 2026-11-06
Ehrlich Financial Group
INCREASED
Shares2,216 from 2,031
Change+185 (+9%)
Value$552.1K (+$68.0K)
Filed 2026-10-20
Curry Webb Wealth Management LLC
UNCHANGED
Shares2,208 from 2,208
Change0 (0%)
Value$526.3K ($0)
Filed 2026-10-22
Soundwatch Capital LLC
DECREASED
Shares2,206 from 2,240
Change-34 (-2%)
Value$554.9K (+$21.0K)
Filed 2026-11-04
Peak Wealth Management LLC
DECREASED
Shares2,204 from 2,331
Change-127 (-5%)
Value$578.8K (+$23.3K)
Filed 2026-10-26
Wolff Financial Management LLC
UNCHANGED
Shares2,199 from 2,199
Change0 (0%)
Value$547.9K (+$23.8K)
Filed 2026-10-23
Sincerus Advisory, LLC
INCREASED
Shares2,197 from 1,947
Change+250 (+13%)
Value$547.4K (+$83.3K)
Filed 2026-10-09
Ethos Capital Management, Inc.
INCREASED
Shares2,197 from 1,972
Change+225 (+11%)
Value$547.4K (+$77.4K)
Filed 2026-11-03
Midwest Financial Partners Investments, Inc.
DECREASED
Shares2,196 from 2,225
Change-29 (-1%)
Value$547.1K (+$16.8K)
Filed 2026-10-08
Two West Capital Advisors LLC
DECREASED
Shares2,196 from 2,215
Change-19 (-1%)
Value$541.7K (-$12.0K)
Filed 2026-10-15
Stanich Group LLC
INCREASED
Shares2,195 from 2,181
Change+14 (+1%)
Value$546.9K (+$27.1K)
Filed 2026-10-16
Groesbeck Investment Management Corp
INCREASED
Shares2,191 from 2,151
Change+40 (+2%)
Value$546.0K (+$33.0K)
Filed 2026-10-26
Lifelong Wealth Advisors, Inc.
INCREASED
Shares2,186 from 2,101
Change+85 (+4%)
Value$544.6K (+$43.9K)
Filed 2026-10-19
Integrity Wealth Partners, LLC
NEW
Shares2,178
Change+2,178
Value$542.6K
Filed 2026-10-14
Town Capital LLC
INCREASED
Shares2,176 from 2,155
Change+21 (+1%)
Value$542.2K (+$28.5K)
Filed 2026-11-03
Elevate Wealth Advisory, Inc
INCREASED
Shares2,175 from 1,609
Change+566 (+35%)
Value$541.9K (+$158.4K)
Filed 2026-10-29
SpringVest Wealth Management LLC
INCREASED
Shares2,171 from 1,395
Change+776 (+56%)
Value$540.9K (+$208.4K)
Filed 2026-10-27
Quaker Wealth Management, LLC
INCREASED
Shares2,152 from 1,863
Change+289 (+16%)
Value$536.2K (+$92.1K)
Filed 2026-10-22
Stephen J. Garry & Associates, LLC
DECREASED
Shares2,143 from 2,393
Change-250 (-10%)
Value$533.9K (-$36.4K)
Filed 2026-11-05
LAM Group, Inc.
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$533.2K (+$23.1K)
Filed 2026-10-26
Loudon Investment Management, LLC
DECREASED
Shares2,139 from 2,214
Change-75 (-3%)
Value$532.9K (+$5.2K)
Filed 2026-11-06
GR Financial Group, LLC
DECREASED
Shares2,130 from 2,133
Change-3 (0%)
Value$530.7K (+$22.3K)
Filed 2026-10-27
Cambridge Capital Management, LLC
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$530.2K (+$23.0K)
Filed 2026-10-19
Bucket List Wealth Management, LLC
INCREASED
Shares2,127 from 2,067
Change+60 (+3%)
Value$530.0K (+$37.4K)
Filed 2026-10-22
Summit Financial Consulting LLC
DECREASED
Shares2,123 from 2,209
Change-86 (-4%)
Value$528.9K (+$2.4K)
Filed 2026-10-15
TopTier Wealth Management, LLC
DECREASED
Shares2,118 from 2,169
Change-51 (-2%)
Value$527.6K (+$10.6K)
Filed 2026-10-16
Westco Advisory Services Inc
INCREASED
Shares2,117 from 2,092
Change+25 (+1%)
Value$527.5K (+$28.8K)
Filed 2026-10-14
Parthenon LLC
DECREASED
Shares2,115 from 2,165
Change-50 (-2%)
Value$527.0K (+$10.9K)
Filed 2026-10-22
Purewater Capital LLC
INCREASED
Shares2,113 from 2,057
Change+56 (+3%)
Value$526.4K (+$36.1K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
INCREASED
Shares2,108 from 2,094
Change+14 (+1%)
Value$525.2K (+$26.1K)
Filed 2026-10-08
Sterling Wealth Management, Inc.
DECREASED
Shares2,098 from 2,099
Change-1 (0%)
Value$522.7K (+$22.4K)
Filed 2026-10-23
Lane Brothers & Co Inc
DECREASED
Shares2,081 from 3,552
Change-1,471 (-41%)
Value$518.5K (-$328.1K)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares2,070 from 2,356
Change-286 (-12%)
Value$515.7K (-$45.8K)
Filed 2026-10-16
Haven Private, LLC
INCREASED
Shares2,064 from 1,959
Change+105 (+5%)
Value$514.2K (+$47.3K)
Filed 2026-10-27
Essential Planning, Llc.
DECREASED
Shares2,063 from 2,077
Change-14 (-1%)
Value$513.9K (+$18.8K)
Filed 2026-10-21
Grace & White Inc
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$514.0K (+$22.3K)
Filed 2026-10-23
Evolution Advisers, Inc.
INCREASED
Shares2,061 from 1,715
Change+346 (+20%)
Value$523.9K (+$115.9K)
Filed 2026-11-06
ADE, LLC
INCREASED
Shares2,046 from 2,040
Change+6 (+0%)
Value$509.8K (+$23.5K)
Filed 2026-10-29
Basso Capital Management, L.P.
INCREASED
Shares2,038 from 1,605
Change+433 (+27%)
Value$507.8K (+$125.3K)
Filed 2026-10-30
Arbor Wealth Management Llc\az
DECREASED
Shares2,032 from 2,178
Change-146 (-7%)
Value$506.3K (-$12.8K)
Filed 2026-10-20
Fortitude Financial, LLC
INCREASED
Shares2,031 from 1,871
Change+160 (+9%)
Value$506.0K (+$60.1K)
Filed 2026-10-19
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares2,026 from 1,690
Change+336 (+20%)
Value$504.8K (+$102.0K)
Filed 2026-10-16
Catalyst Investment Management LLC
UNCHANGED
Shares2,026 from 2,026
Change0 (0%)
Value$504.8K (+$21.9K)
Filed 2026-10-21
Great Point Wealth Advisors, LLC
INCREASED
Shares2,024 from 2,008
Change+16 (+1%)
Value$504.3K (+$25.7K)
Filed 2026-10-15
Western Financial Corp
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$503.5K (+$21.8K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,015 from 2,136
Change-121 (-6%)
Value$502.0K (-$7.1K)
Filed 2026-10-15
Amicus Financial Advisors, LLC
INCREASED
Shares2,005 from 1,974
Change+31 (+2%)
Value$499.6K (+$29.1K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$496.5K (+$19.8K)
Filed 2026-10-28
American Assets Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$498.3K (+$21.6K)
Filed 2026-10-30
Financial Freedom, LLC
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$497.2K (+$21.6K)
Filed 2026-11-06
Community Bank of Raymore
UNCHANGED
Shares1,989 from 1,989
Change0 (0%)
Value$495.6K (+$21.5K)
Filed 2026-10-23
Allen Wealth Management, LLC
DECREASED
Shares1,981 from 2,112
Change-131 (-6%)
Value$493.6K (-$9.8K)
Filed 2026-10-29
DeLarme Wealth Management, Inc.
DECREASED
Shares1,976 from 2,226
Change-250 (-11%)
Value$492.3K (-$38.2K)
Filed 2026-10-30
Shakespeare Wealth Management, LLC
DECREASED
Shares1,974 from 2,068
Change-94 (-5%)
Value$491.9K (-$948)
Filed 2026-10-28
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares1,973 from 1,973
Change0 (0%)
Value$491.6K (+$21.3K)
Filed 2026-11-02
John W. Brooker & Co., CPAs
INCREASED
Shares1,969 from 1,213
Change+756 (+62%)
Value$490.6K (+$201.5K)
Filed 2026-10-21
Topel & Distasi Wealth Management, LLC
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$490.6K (+$21.3K)
Filed 2026-11-05
NBZ Investment Advisors LLC
DECREASED
Shares1,967 from 2,140
Change-173 (-8%)
Value$490.0K (-$19.9K)
Filed 2026-10-30
Breakthru Advisory Services, LLC
NEW
Shares1,965
Change+1,965
Value$489.6K
Filed 2026-10-13
Polaris Investment Advisors, LLC
DECREASED
Shares1,960 from 2,960
Change-1,000 (-34%)
Value$488.3K (-$217.2K)
Filed 2026-10-20
Omega Financial Group, LLC
INCREASED
Shares1,959 from 1,769
Change+190 (+11%)
Value$488.2K (+$66.5K)
Filed 2026-10-29
Stolz & Associates, PS
UNCHANGED
Shares1,958 from 1,958
Change0 (0%)
Value$487.8K (+$21.2K)
Filed 2026-11-05
Prodigy Asset Management LLC
UNCHANGED
Shares1,951 from 1,951
Change0 (0%)
Value$486.1K (+$21.1K)
Filed 2026-10-28
William B. Walkup & Associates, Inc.
INCREASED
Shares1,950 from 800
Change+1,150 (+144%)
Value$485.8K (+$295.2K)
Filed 2026-11-05
Ergawealth Advisors, Inc.
INCREASED
Shares1,950 from 1,926
Change+24 (+1%)
Value$485.8K (+$26.8K)
Filed 2026-10-21
Capstone Capital Management Ltd
INCREASED
Shares1,949 from 1,371
Change+578 (+42%)
Value$485.6K (+$158.8K)
Filed 2026-10-21
Foronjy Financial LLC
INCREASED
Shares1,946 from 1,733
Change+213 (+12%)
Value$484.9K (+$71.8K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares1,943 from 1,943
Change0 (0%)
Value$463.1K ($0)
Filed 2026-11-05
Clean Yield Group
UNCHANGED
Shares1,933 from 1,933
Change0 (0%)
Value$481.6K (+$20.9K)
Filed 2026-10-28
Gainline Financial Partners, LLC
INCREASED
Shares1,931 from 1,916
Change+15 (+1%)
Value$481.2K (+$24.6K)
Filed 2026-10-15
Timonier Family Office, Ltd.
DECREASED
Shares1,925 from 1,935
Change-10 (-1%)
Value$479.6K (+$18.4K)
Filed 2026-11-03
Mann Financial Group, Inc.
INCREASED
Shares1,922 from 1,602
Change+320 (+20%)
Value$478.9K (+$97.0K)
Filed 2026-10-15
IAG Wealth Partners, LLC
UNCHANGED
Shares1,922 from 1,922
Change0 (0%)
Value$478.9K (+$20.8K)
Filed 2026-11-06
Sage Investment Advisers LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$478.4K (+$20.8K)
Filed 2026-10-21
DBK Financial Counsel, LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$478.4K (+$20.8K)
Filed 2026-10-13
Cassilly Financial Group LLC
INCREASED
Shares1,918 from 1,360
Change+558 (+41%)
Value$477.9K (+$153.7K)
Filed 2026-10-07
Somerset Trust Co
UNCHANGED
Shares1,918 from 1,918
Change0 (0%)
Value$477.9K (+$20.7K)
Filed 2026-10-13
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares1,915 from 2,415
Change-500 (-21%)
Value$477.2K (-$98.5K)
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares1,914 from 1,681
Change+233 (+14%)
Value$476.9K (+$76.2K)
Filed 2026-10-27
Clarity Capital Advisors, LLC
UNCHANGED
Shares1,898 from 1,898
Change0 (0%)
Value$472.9K (+$20.5K)
Filed 2026-10-27
Willis Investment Counsel
UNCHANGED
Shares1,893 from 1,893
Change0 (0%)
Value$471.6K (+$20.5K)
Filed 2026-10-20
HighRoad Wealth Advisors, LLC
DECREASED
Shares1,892 from 2,004
Change-112 (-6%)
Value$471.5K (-$6.2K)
Filed 2026-10-14
Towerpoint Wealth, LLC
DECREASED
Shares1,890 from 2,540
Change-650 (-26%)
Value$470.9K (-$134.5K)
Filed 2026-10-13
Horizon Advisory Services, Inc.
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$470.9K (+$20.4K)
Filed 2026-10-29
KWB Wealth
DECREASED
Shares1,888 from 1,912
Change-24 (-1%)
Value$470.4K (+$14.7K)
Filed 2026-10-16
Kingdom Financial Group Llc.
DECREASED
Shares1,884 from 2,188
Change-304 (-14%)
Value$469.4K (-$52.1K)
Filed 2026-11-04
Paragon Capital Management Ltd
DECREASED
Shares1,883 from 1,946
Change-63 (-3%)
Value$469.1K (+$5.3K)
Filed 2026-10-09
Foundation Wealth Management, Llc\pa
INCREASED
Shares1,877 from 1,701
Change+176 (+10%)
Value$467.7K (+$62.2K)
Filed 2026-10-14
Sylvest Advisors, LLC
DECREASED
Shares1,877 from 1,929
Change-52 (-3%)
Value$467.7K (+$7.9K)
Filed 2026-10-26
Yanni & Associates Investment Advisors, LLC
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$467.2K (+$20.3K)
Filed 2026-10-14
Strid Group, LLC
INCREASED
Shares1,873 from 1,811
Change+62 (+3%)
Value$466.7K (+$35.0K)
Filed 2026-10-28
Hudson Oak Wealth Advisory LLC
INCREASED
Shares1,872 from 1,753
Change+119 (+7%)
Value$466.4K (+$48.6K)
Filed 2026-10-16
Sherman Wealth Management LLC
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$465.9K (+$20.2K)
Filed 2026-10-16
Boston Standard Wealth Management, LLC
DECREASED
Shares1,860 from 1,867
Change-7 (0%)
Value$463.4K (+$10.4K)
Filed 2026-10-07
Archer Investment Management, LLC
INCREASED
Shares1,853 from 1,122
Change+731 (+65%)
Value$461.7K (+$194.3K)
Filed 2026-10-13
Downshift Financial, LLC
INCREASED
Shares1,852 from 1,547
Change+305 (+20%)
Value$461.4K (+$92.7K)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
DECREASED
Shares1,848 from 1,968
Change-120 (-6%)
Value$460.4K (-$8.6K)
Filed 2026-10-16
Financial Futures Ltd Liability Co.
NEW
Shares1,847
Change+1,847
Value$460.2K
Filed 2026-10-13
Skyline Advisors, Inc.
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$458.9K (+$19.9K)
Filed 2026-11-03
RF&L Wealth Management, LLC
INCREASED
Shares1,840 from 1,837
Change+3 (+0%)
Value$458.4K (+$20.6K)
Filed 2026-10-20
R. W. Roge & Company, Inc.
DECREASED
Shares1,826 from 1,944
Change-118 (-6%)
Value$455.0K (-$8.0K)
Filed 2026-11-04
PFS Partners, LLC
INCREASED
Shares1,825 from 1,765
Change+60 (+3%)
Value$454.7K (+$34.0K)
Filed 2026-10-21
Smith & Howard Wealth Management, LLC
INCREASED
Shares1,822 from 1,341
Change+481 (+36%)
Value$454.0K (+$134.4K)
Filed 2026-10-27
Marathon Strategic Advisors, LLC
DECREASED
Shares1,820 from 1,865
Change-45 (-2%)
Value$453.5K (+$8.9K)
Filed 2026-10-20
Cowa, LLC
INCREASED
Shares1,814 from 1,714
Change+100 (+6%)
Value$452.0K (+$43.4K)
Filed 2026-10-30
Mountain Pacific Investment Advisers LLC
INCREASED
Shares1,810 from 1,615
Change+195 (+12%)
Value$451.0K (+$66.0K)
Filed 2026-10-29
FSA Investment Group, LLC
DECREASED
Shares1,803 from 3,474
Change-1,671 (-48%)
Value$449.2K (-$378.8K)
Filed 2026-10-07
AmeriServ Wealth Advisors
DECREASED
Shares1,803 from 2,494
Change-691 (-28%)
Value$449.2K (-$145.2K)
Filed 2026-10-21
Scratch Capital LLC
INCREASED
Shares1,802 from 1,591
Change+211 (+13%)
Value$449.0K (+$69.8K)
Filed 2026-11-02
KOM Wealth Management Group, LLC
DECREASED
Shares1,800 from 1,808
Change-8 (0%)
Value$448.4K (+$17.6K)
Filed 2026-10-15
Altus Wealth Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$448.5K (+$19.5K)
Filed 2026-10-13
Israel Discount Bank of New York
INCREASED
Shares1,798 from 946
Change+852 (+90%)
Value$448.0K (+$222.5K)
Filed 2026-10-14
Farnam Financial LLC
DECREASED
Shares1,798 from 1,858
Change-60 (-3%)
Value$449.5K (+$6.7K)
Filed 2026-10-21
Destiny Capital Corp
INCREASED
Shares1,796 from 1,059
Change+737 (+70%)
Value$447.6K (+$195.3K)
Filed 2026-11-03
McGrath & Associates, Inc.
NEW
Shares1,793
Change+1,793
Value$445.2K
Filed 2026-10-27
Cedar Point Capital Partners, LLC
INCREASED
Shares1,792 from 1,774
Change+18 (+1%)
Value$446.5K (+$23.7K)
Filed 2026-10-29
Spring Capital Management, LLC
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$446.5K (+$19.4K)
Filed 2026-10-09
Ti-Trust, Inc
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$446.0K (+$19.4K)
Filed 2026-10-21
Certior Financial Group, LLC
DECREASED
Shares1,789 from 2,328
Change-539 (-23%)
Value$445.7K (-$109.1K)
Filed 2026-10-19
Wilkins Miller Wealth Management, LLC
DECREASED
Shares1,787 from 1,896
Change-109 (-6%)
Value$445.2K (-$6.7K)
Filed 2026-10-13
BancFirst Trust & Investment Management
DECREASED
Shares1,785 from 2,876
Change-1,091 (-38%)
Value$440.3K (-$250.3K)
Filed 2026-10-30
Aufman Associates Inc
INCREASED
Shares1,784 from 1,559
Change+225 (+14%)
Value$444.4K (+$72.9K)
Filed 2026-11-04
Midwest Heritage Bank, FSB
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$442.2K (+$19.2K)
Filed 2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW
Shares1,773
Change+1,773
Value$441.7K
Filed 2026-10-13
TL Private Wealth
DECREASED
Shares1,769 from 1,824
Change-55 (-3%)
Value$459.0K (+$10.4K)
Filed 2026-10-13
Wagner Wealth Management, Corp
DECREASED
Shares1,765 from 4,101
Change-2,336 (-57%)
Value$439.8K (-$537.7K)
Filed 2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$439.3K (+$19.1K)
Filed 2026-10-30
Legacy Solutions, LLC
DECREASED
Shares1,750 from 1,976
Change-226 (-11%)
Value$436.0K (-$34.9K)
Filed 2026-10-07
United Financial Planning Group LLC
INCREASED
Shares1,742 from 1,718
Change+24 (+1%)
Value$434.0K (+$24.6K)
Filed 2026-11-04
Curat Global, LLC
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$433.5K (+$25.4K)
Filed 2026-10-26
Argyle Capital Management, LLC
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$433.3K (+$18.8K)
Filed 2026-10-28
Dmkc Advisory Services, LLC
DECREASED
Shares1,736 from 4,085
Change-2,349 (-57%)
Value$432.5K (-$541.1K)
Filed 2026-11-04
Birch Capital Management, LLC
INCREASED
Shares1,730 from 1,680
Change+50 (+3%)
Value$431.0K (+$30.6K)
Filed 2026-10-27
Gallacher Capital Management LLC
INCREASED
Shares1,727 from 1,309
Change+418 (+32%)
Value$430.3K (+$118.3K)
Filed 2026-10-30
Wespac Advisors, LLC
DECREASED
Shares1,725 from 2,034
Change-309 (-15%)
Value$429.7K (-$55.1K)
Filed 2026-10-26
Brookmont Capital Management
INCREASED
Shares1,725 from 1,577
Change+148 (+9%)
Value$429.8K (+$53.9K)
Filed 2026-10-23
Halter Ferguson Financial Inc.
DECREASED
Shares1,717 from 40,371
Change-38,654 (-96%)
Value$427.8K (-$9.2M)
Filed 2026-10-21
Oliver Luxxe Assets LLC
DECREASED
Shares1,717 from 1,740
Change-23 (-1%)
Value$427.8K (+$13.0K)
Filed 2026-10-14
LCW Services, LLC
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$427.8K (+$18.6K)
Filed 2026-10-21
Veltria Advisors Corp.
DECREASED
Shares1,710 from 1,839
Change-129 (-7%)
Value$426.0K (-$12.3K)
Filed 2026-11-05
Hegarty Advisors, LLC
DECREASED
Shares1,708 from 1,847
Change-139 (-8%)
Value$425.5K (-$14.7K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
DECREASED
Shares1,705 from 2,081
Change-376 (-18%)
Value$424.8K (-$71.2K)
Filed 2026-10-13
Corundum Trust Company, Inc
UNCHANGED
Shares1,703 from 1,703
Change0 (0%)
Value$424.3K (+$18.4K)
Filed 2026-10-29
Innovative Wealth Building LLC
INCREASED
Shares1,701 from 1,538
Change+163 (+11%)
Value$423.8K (+$57.2K)
Filed 2026-10-14
Larry Mathis Financial Planning, LLC
DECREASED
Shares1,696 from 4,544
Change-2,848 (-63%)
Value$422.6K (-$660.5K)
Filed 2026-10-26
Arwa LLC
INCREASED
Shares1,692 from 1,477
Change+215 (+15%)
Value$437.5K (+$68.4K)
Filed 2026-10-21
Inman Jager Wealth Management, LLC
DECREASED
Shares1,691 from 1,788
Change-97 (-5%)
Value$421.3K (-$4.8K)
Filed 2026-11-05
Fortune Financial Group, Inc.
DECREASED
Shares1,687 from 1,692
Change-5 (0%)
Value$420.3K (+$17.0K)
Filed 2026-10-22
Brown Financial Advisory
DECREASED
Shares1,683 from 2,318
Change-635 (-27%)
Value$419.3K (-$133.2K)
Filed 2026-11-05
WealthPoint Financial, LLC
DECREASED
Shares1,682 from 2,026
Change-344 (-17%)
Value$419.1K (-$63.8K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
INCREASED
Shares1,675 from 1,197
Change+478 (+40%)
Value$417.3K (+$132.0K)
Filed 2026-10-13
Comprehensive Wealth Management, LLC
INCREASED
Shares1,675 from 1,589
Change+86 (+5%)
Value$417.3K (+$38.6K)
Filed 2026-11-02
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares1,666 from 1,653
Change+13 (+1%)
Value$415.1K (+$21.1K)
Filed 2026-10-29
Bonfire Financial
DECREASED
Shares1,662 from 2,183
Change-521 (-24%)
Value$414.1K (-$106.3K)
Filed 2026-11-06
Lionsbridge Wealth Management LLC
DECREASED
Shares1,656 from 1,789
Change-133 (-7%)
Value$412.6K (-$13.8K)
Filed 2026-10-26
Peirce Capital Management, LLC
INCREASED
Shares1,652 from 1,196
Change+456 (+38%)
Value$411.6K (+$126.5K)
Filed 2026-10-19
Jmac Enterprises LLC
UNCHANGED
Shares1,652 from 1,652
Change0 (0%)
Value$411.6K (+$17.9K)
Filed 2026-10-30
Tabr Capital Management, LLC
DECREASED
Shares1,651 from 1,670
Change-19 (-1%)
Value$411.3K (+$13.3K)
Filed 2026-10-20
KFG LLC
NEW
Shares1,649
Change+1,649
Value$410.8K
Filed 2026-11-02
Verity & Verity, LLC
DECREASED
Shares1,643 from 1,696
Change-53 (-3%)
Value$409.4K (+$5.1K)
Filed 2026-10-23
Good Steward Wealth Advisors,LLC
DECREASED
Shares1,643 from 1,669
Change-26 (-2%)
Value$409.4K (+$11.6K)
Filed 2026-11-06
Sound Financial Strategies Group, LLC
DECREASED
Shares1,636 from 1,646
Change-10 (-1%)
Value$407.6K (+$15.3K)
Filed 2026-10-30
Graham Capital Wealth Management, LLC
DECREASED
Shares1,635 from 1,712
Change-77 (-4%)
Value$407.3K (-$681)
Filed 2026-10-26
Benchmark Financial, LLC
DECREASED
Shares1,630 from 1,631
Change-1 (0%)
Value$406.1K (+$17.4K)
Filed 2026-10-16
BFI Infinity Ltd.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$406.1K (+$17.6K)
Filed 2026-10-16
Provident Trust Co
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$403.1K (+$17.5K)
Filed 2026-10-29
Sound Portfolio Advisors, LLC
INCREASED
Shares1,617 from 1,575
Change+42 (+3%)
Value$402.9K (+$27.5K)
Filed 2026-11-05
Mullooly Asset Management, Inc.
DECREASED
Shares1,611 from 1,631
Change-20 (-1%)
Value$401.4K (+$12.6K)
Filed 2026-10-30
Capstone Capital LLC
DECREASED
Shares1,603 from 1,605
Change-2 (0%)
Value$399.4K (+$16.9K)
Filed 2026-10-14
Lawson Kroeker Investment Management Inc
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$398.6K (+$17.3K)
Filed 2026-10-22
Collaborative Wealth Managment Inc.
INCREASED
Shares1,589 from 1,529
Change+60 (+4%)
Value$395.9K (+$31.5K)
Filed 2026-11-06
Navigate Wealth Management, LLC
INCREASED
Shares1,588 from 1,560
Change+28 (+2%)
Value$416.7K (+$31.1K)
Filed 2026-10-14
Reicon Wealth Advisors, LLC
DECREASED
Shares1,585 from 1,603
Change-18 (-1%)
Value$395.0K (+$12.8K)
Filed 2026-11-04
Gutierrez Wealth Advisory, LLC
NEW
Shares1,583
Change+1,583
Value$394.4K
Filed 2026-11-02
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares1,582 from 1,492
Change+90 (+6%)
Value$394.2K (+$38.6K)
Filed 2026-11-06
Armbruster Capital Management, Inc.
INCREASED
Shares1,576 from 1,547
Change+29 (+2%)
Value$392.7K (+$23.9K)
Filed 2026-10-19
IMPACTfolio, LLC
DECREASED
Shares1,575 from 1,625
Change-50 (-3%)
Value$392.4K (+$5.1K)
Filed 2026-10-28
Strategic Advisory Partners, LLC
DECREASED
Shares1,575 from 1,588
Change-13 (-1%)
Value$392.4K (+$13.9K)
Filed 2026-11-06
Delta Wealth Advisors LLC
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$391.9K (+$17.0K)
Filed 2026-10-09
Master's Wealth Management Inc.
INCREASED
Shares1,571 from 1,245
Change+326 (+26%)
Value$391.4K (+$94.7K)
Filed 2026-10-22
LifeGuide Financial Advisors, LLC
DECREASED
Shares1,565 from 1,642
Change-77 (-5%)
Value$389.9K (-$1.4K)
Filed 2026-10-20
Nottingham Advisors, Inc.
DECREASED
Shares1,550 from 2,669
Change-1,119 (-42%)
Value$384.8K (-$282.5K)
Filed 2026-10-29
Wrenne Financial Planning LLC
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$385.5K (+$16.7K)
Filed 2026-10-30
Brighton Securities Corp.
INCREASED
Shares1,546 from 1,509
Change+37 (+2%)
Value$385.2K (+$25.5K)
Filed 2026-10-08
Dahring | Cusmano LLC
INCREASED
Shares1,545 from 1,525
Change+20 (+1%)
Value$384.9K (+$21.5K)
Filed 2026-11-03
OFC Financial Planning, LLC
DECREASED
Shares1,540 from 1,562
Change-22 (-1%)
Value$383.7K (+$11.4K)
Filed 2026-11-06
Turning Point Benefit Group, Inc.
INCREASED
Shares1,540 from 1,534
Change+6 (+0%)
Value$382.3K (+$14.7K)
Filed 2026-10-28
Disciplined Equity Management, Inc.
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$383.7K (+$16.6K)
Filed 2026-10-14
Hudson Capital Management LLC
INCREASED
Shares1,539 from 1,500
Change+39 (+3%)
Value$383.4K (+$25.9K)
Filed 2026-10-20
Blue Water Asset Management
INCREASED
Shares1,537 from 1,423
Change+114 (+8%)
Value$382.9K (+$43.8K)
Filed 2026-11-04
Sage Financial Management Group, Inc.
DECREASED
Shares1,537 from 1,590
Change-53 (-3%)
Value$382.9K (+$4.0K)
Filed 2026-11-06
GreatBanc Trust Co
INCREASED
Shares1,534 from 1,477
Change+57 (+4%)
Value$382.2K (+$30.2K)
Filed 2026-11-04
ADG Wealth Management Group, LLC
INCREASED
Shares1,531 from 1,528
Change+3 (+0%)
Value$381.4K (+$17.3K)
Filed 2026-10-23
Vericrest Private Wealth
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$381.4K (+$16.6K)
Filed 2026-10-21
Financial Advisory Partners, LLC
DECREASED
Shares1,530 from 1,600
Change-70 (-4%)
Value$381.2K (-$144)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
INCREASED
Shares1,530 from 1,526
Change+4 (+0%)
Value$381.2K (+$17.5K)
Filed 2026-10-22
Keystone Global Partners, LLC
INCREASED
Shares1,524 from 1,424
Change+100 (+7%)
Value$379.7K (+$40.3K)
Filed 2026-10-13
F&V Capital Management, LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$377.0K (+$16.0K)
Filed 2026-10-19
JLB & Associates Inc
UNCHANGED
Shares1,514 from 1,514
Change0 (0%)
Value$360.8K ($0)
Filed 2026-10-27
Andina Capital Management, LLC
INCREASED
Shares1,507 from 1,357
Change+150 (+11%)
Value$375.4K (+$52.0K)
Filed 2026-10-21
Entrust Financial LLC
DECREASED
Shares1,505 from 1,591
Change-86 (-5%)
Value$375.0K (-$4.2K)
Filed 2026-11-04
Mainsail Financial Group, LLC
DECREASED
Shares1,504 from 1,514
Change-10 (-1%)
Value$374.7K (+$13.9K)
Filed 2026-10-23
Oath Planning, LLC
NEW
Shares1,503
Change+1,503
Value$374.6K
Filed 2026-10-20
Evexia Wealth LLC
DECREASED
Shares1,499 from 1,544
Change-45 (-3%)
Value$373.4K (-$65.1K)
Filed 2026-11-05
Stone Summit Wealth LLC
DECREASED
Shares1,497 from 1,885
Change-388 (-21%)
Value$373.0K (-$76.3K)
Filed 2026-10-14
Team Financial Group, LLC
INCREASED
Shares1,489 from 1,486
Change+3 (+0%)
Value$371.0K (+$16.8K)
Filed 2026-10-30
MontVue Capital Management, Inc.
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$369.2K (+$16.0K)
Filed 2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$368.7K (+$16.0K)
Filed 2026-11-04
Trace Wealth Advisors, LLC
DECREASED
Shares1,478 from 4,514
Change-3,036 (-67%)
Value$368.2K (-$707.6K)
Filed 2026-10-30
Lountzis Asset Management, LLC
NEW
Shares1,476
Change+1,476
Value$367.7K
Filed 2026-10-30
Uncommon Cents Investing Inc
INCREASED
Shares1,466 from 955
Change+511 (+54%)
Value$365.3K (+$137.6K)
Filed 2026-10-20
CSP Financial Group, LLC
INCREASED
Shares1,465 from 1,376
Change+89 (+6%)
Value$365.0K (+$37.0K)
Filed 2026-10-26
Stegent Equity Advisors, Inc.
INCREASED
Shares1,462 from 1,423
Change+39 (+3%)
Value$364.3K (+$25.1K)
Filed 2026-10-13
ETF Portfolio Partners, Inc.
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$363.8K (+$15.8K)
Filed 2026-10-22
J2 Capital Management Inc
DECREASED
Shares1,459 from 1,540
Change-81 (-5%)
Value$363.5K (-$3.5K)
Filed 2026-10-19
Triune Financial Partners, LLC
INCREASED
Shares1,457 from 1,371
Change+86 (+6%)
Value$363.0K (+$36.2K)
Filed 2026-11-03
Holcombe Financial, Inc.
DECREASED
Shares1,455 from 1,559
Change-104 (-7%)
Value$362.5K (-$9.1K)
Filed 2026-10-16
Koenig Investment Advisory, LLC
DECREASED
Shares1,452 from 1,461
Change-9 (-1%)
Value$361.8K (+$13.6K)
Filed 2026-10-09
Wealth Forward, LLC
INCREASED
Shares1,443 from 1,351
Change+92 (+7%)
Value$359.5K (+$37.5K)
Filed 2026-10-14
Schwallier Wealth Management LLC
DECREASED
Shares1,437 from 1,683
Change-246 (-15%)
Value$358.0K (-$43.1K)
Filed 2026-11-05
Junk Investment Group, LLC
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$357.0K (+$15.5K)
Filed 2026-10-19
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$356.3K (+$15.5K)
Filed 2026-10-13
McCarthy Asset Management, Inc.
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$355.8K (+$15.4K)
Filed 2026-10-20
Bedminster, LLC
DECREASED
Shares1,424 from 1,651
Change-227 (-14%)
Value$354.8K (-$38.7K)
Filed 2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$354.0K (+$15.0K)
Filed 2026-10-13
Auctus Advisors LLC
INCREASED
Shares1,416 from 1,197
Change+219 (+18%)
Value$352.8K (+$67.5K)
Filed 2026-10-23
MB, Levis & Associates, LLC
INCREASED
Shares1,411 from 1,407
Change+4 (+0%)
Value$351.6K (+$16.2K)
Filed 2026-10-16
Three Bridge Wealth Advisors, LLC
INCREASED
Shares1,409 from 1,407
Change+2 (+0%)
Value$351.1K (+$15.7K)
Filed 2026-11-05
Bridgelight Financial Advisors, Inc.
INCREASED
Shares1,405 from 852
Change+553 (+65%)
Value$350.0K (+$146.9K)
Filed 2026-10-20
Fifth Third Securities, Inc.
NEW
Shares1,404
Change+1,404
Value$349.8K
Filed 2026-10-21
5th Street Advisors, LLC
DECREASED
Shares1,401 from 1,512
Change-111 (-7%)
Value$349.1K (-$11.3K)
Filed 2026-11-04
Compound Global Advisors, LLC
INCREASED
Shares1,400 from 1,250
Change+150 (+12%)
Value$348.8K (+$50.9K)
Filed 2026-10-20
Solitude Financial Services
INCREASED
Shares1,400 from 1,292
Change+108 (+8%)
Value$348.8K (+$40.9K)
Filed 2026-10-26
Harvey Investment Co LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$349.0K (+$15.0K)
Filed 2026-10-20
Kaydan Wealth Management, Inc.
DECREASED
Shares1,398 from 1,458
Change-60 (-4%)
Value$348.3K (+$812)
Filed 2026-10-08
Kagan Cocozza Asset Management
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$347.6K (+$15.1K)
Filed 2026-10-19
Integras Partners LLC
INCREASED
Shares1,393 from 1,273
Change+120 (+9%)
Value$347.1K (+$43.7K)
Filed 2026-10-30
ARK & TLK Investments, LLC
INCREASED
Shares1,393 from 1,373
Change+20 (+1%)
Value$347.1K (+$19.8K)
Filed 2026-10-20
Zenith Solutions, Inc.
INCREASED
Shares1,390 from 1,157
Change+233 (+20%)
Value$346.3K (+$70.4K)
Filed 2026-10-19
Cobblestone Asset Management LLC
DECREASED
Shares1,387 from 1,397
Change-10 (-1%)
Value$345.6K (+$12.6K)
Filed 2026-10-13
Hofer & Associates. Inc
DECREASED
Shares1,381 from 13,425
Change-12,044 (-90%)
Value$344.1K (-$2.9M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares1,381 from 1,632
Change-251 (-15%)
Value$344.1K (-$44.9K)
Filed 2026-10-14
Milestones Private Investment Advisors LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$344.1K (+$14.9K)
Filed 2026-10-19
Heffernan Advisory, Inc
NEW
Shares1,376
Change+1,376
Value$342.8K
Filed 2026-10-13
Horizons Wealth Management
NEW
Shares1,373
Change+1,373
Value$342.1K
Filed 2026-10-05
Straight Path Wealth Management
NEW
Shares1,367
Change+1,367
Value$340.6K
Filed 2026-10-23
Kelsey Financial, LLC
DECREASED
Shares1,366 from 1,381
Change-15 (-1%)
Value$340.3K (+$11.2K)
Filed 2026-10-28
Harbor Group, Inc.
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$340.0K (+$14.8K)
Filed 2026-10-14
SWP Financial LLC
INCREASED
Shares1,363 from 1,132
Change+231 (+20%)
Value$339.6K (+$69.8K)
Filed 2026-10-23
Ridgepath Capital Management LLC
DECREASED
Shares1,359 from 12,168
Change-10,809 (-89%)
Value$338.6K (-$2.6M)
Filed 2026-10-29
Midway Capital Research & Management
INCREASED
Shares1,358 from 1,132
Change+226 (+20%)
Value$338.3K (+$68.5K)
Filed 2026-10-20
Home Federal Bank of Tennessee
DECREASED
Shares1,357 from 2,657
Change-1,300 (-49%)
Value$338.1K (-$295.2K)
Filed 2026-10-15
Guardian Wealth Advisors, LLC
INCREASED
Shares1,353 from 1,093
Change+260 (+24%)
Value$342.4K (+$81.9K)
Filed 2026-10-30
Joel Adams & Associates, Inc.
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$336.6K (+$14.6K)
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares1,350 from 1,337
Change+13 (+1%)
Value$336.4K (+$17.7K)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
DECREASED
Shares1,342 from 1,629
Change-287 (-18%)
Value$334.4K (-$53.9K)
Filed 2026-10-15
Barry Investment Advisors, LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$333.9K (+$14.5K)
Filed 2026-10-14
RHL Group, LLC
NEW
Shares1,335
Change+1,335
Value$332.5K
Filed 2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,330 from 1,042
Change+288 (+28%)
Value$331.4K (+$83.0K)
Filed 2026-10-15
DWM Financial Group, Inc.
INCREASED
Shares1,328 from 1,151
Change+177 (+15%)
Value$330.9K (+$65.2K)
Filed 2026-10-28
Aull & Monroe Investment Management Corp
DECREASED
Shares1,321 from 1,521
Change-200 (-13%)
Value$329.0K (-$33.4K)
Filed 2026-10-16
First International Bank of Israel Ltd.
DECREASED
Shares1,317 from 1,348
Change-31 (-2%)
Value$328.1K (+$6.8K)
Filed 2026-11-04
Wealthcare Capital Management LLC
INCREASED
Shares1,316 from 1,309
Change+7 (+1%)
Value$327.9K (+$15.9K)
Filed 2026-10-21
Pioneer Wealth Management Group
NEW
Shares1,315
Change+1,315
Value$327.6K
Filed 2026-10-09
Focus Wealth Advisors, LLC
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$326.6K (+$14.2K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
DECREASED
Shares1,295 from 1,318
Change-23 (-2%)
Value$322.8K (+$8.6K)
Filed 2026-11-02
Compass Financial Group, Inc.
INCREASED
Shares1,289 from 1,113
Change+176 (+16%)
Value$321.2K (+$55.9K)
Filed 2026-11-06
Physician Wealth Solutions Inc.
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$320.2K (+$13.9K)
Filed 2026-10-14
Measured Risk Portfolios, Inc.
DECREASED
Shares1,281 from 1,360
Change-79 (-6%)
Value$319.2K (-$5.0K)
Filed 2026-10-21
Semitam Bonam LLC
DECREASED
Shares1,281 from 1,309
Change-28 (-2%)
Value$319.1K (+$7.1K)
Filed 2026-10-27
Prosperity Planning, Inc.
INCREASED
Shares1,275 from 1,023
Change+252 (+25%)
Value$317.7K (+$73.8K)
Filed 2026-10-09
TME Financial, Inc.
INCREASED
Shares1,268 from 1,224
Change+44 (+4%)
Value$315.9K (+$24.2K)
Filed 2026-10-14
BCU Wealth Advisors, LLC
DECREASED
Shares1,263 from 1,293
Change-30 (-2%)
Value$314.7K (+$6.5K)
Filed 2026-10-16
BCO Wealth Management LLC
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$314.7K (+$13.7K)
Filed 2026-10-14
Nestegg Advisors, Inc.
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$314.7K (+$13.7K)
Filed 2026-10-21
Stewardship Concepts Financial Services LLC
INCREASED
Shares1,261 from 939
Change+322 (+34%)
Value$314.2K (+$90.4K)
Filed 2026-10-06
Arnold Financial Planning LLC
INCREASED
Shares1,260 from 924
Change+336 (+36%)
Value$313.9K (+$93.7K)
Filed 2026-10-20
Albert D Mason Inc
NEW
Shares1,257
Change+1,257
Value$313.2K
Filed 2026-10-27
Jordan Park Trust Co LLC
DECREASED
Shares1,257 from 1,317
Change-60 (-5%)
Value$313.2K (-$713)
Filed 2026-10-19
Mills Wealth Advisors LLC
INCREASED
Shares1,247 from 1,047
Change+200 (+19%)
Value$310.7K (+$61.1K)
Filed 2026-10-22
ATX Financial Planning, LLC
INCREASED
Shares1,246 from 937
Change+309 (+33%)
Value$310.4K (+$87.1K)
Filed 2026-10-14
Mokosak Advisory Group, LLC
INCREASED
Shares1,243 from 1,220
Change+23 (+2%)
Value$309.7K (+$18.9K)
Filed 2026-10-20
O'Brien Greene & Co. Inc
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$308.7K (+$13.4K)
Filed 2026-11-05
FSA Wealth Partners, Inc.
INCREASED
Shares1,232 from 895
Change+337 (+38%)
Value$307.0K (+$93.6K)
Filed 2026-10-26
Core Wealth Management, Inc.
DECREASED
Shares1,230 from 3,644
Change-2,414 (-66%)
Value$306.5K (-$562.1K)
Filed 2026-10-22
CFC Planning Co LLC
INCREASED
Shares1,230 from 1,090
Change+140 (+13%)
Value$306.5K (+$46.7K)
Filed 2026-10-28
Ridgeline Wealth, LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$317.9K (+$24.9K)
Filed 2026-10-14
Guidance Point Advisors, LLC
INCREASED
Shares1,229 from 1,227
Change+2 (+0%)
Value$306.2K (+$13.8K)
Filed 2026-10-15
Phillip James Consulting Co.
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$305.5K (+$13.3K)
Filed 2026-11-03
Lockerman Financial Group, Inc.
INCREASED
Shares1,222 from 1,056
Change+166 (+16%)
Value$304.5K (+$52.8K)
Filed 2026-10-19
Hiley Hunt Wealth Management
INCREASED
Shares1,222 from 1,197
Change+25 (+2%)
Value$304.5K (+$19.2K)
Filed 2026-10-08
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares1,211 from 1,140
Change+71 (+6%)
Value$301.7K (+$30.0K)
Filed 2026-10-22
Yardley Wealth Management LLC
DECREASED
Shares1,210 from 1,390
Change-180 (-13%)
Value$301.5K (-$29.8K)
Filed 2026-10-23
Guardian Financial Partners, LLC
INCREASED
Shares1,208 from 1,015
Change+193 (+19%)
Value$301.0K (+$59.1K)
Filed 2026-11-04
Gleason Group, Inc.
INCREASED
Shares1,204 from 1,200
Change+4 (+0%)
Value$300.0K (+$14.0K)
Filed 2026-10-15
Seven Post Investment Office LP
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$299.0K (+$13.0K)
Filed 2026-10-26
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares1,199 from 1,199
Change0 (0%)
Value$298.8K (+$13.0K)
Filed 2026-10-05
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$298.5K (+$13.0K)
Filed 2026-11-05
Flagship Private Wealth, LLC
DECREASED
Shares1,191 from 1,467
Change-276 (-19%)
Value$296.7K (-$52.9K)
Filed 2026-11-05
R Squared Ltd
DECREASED
Shares1,188 from 2,320
Change-1,132 (-49%)
Value$296.0K (-$257.0K)
Filed 2026-11-06
Madson Wealth Advisors Inc
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$296.0K (+$12.8K)
Filed 2026-10-13
Saybrook Capital
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$295.2K (+$12.8K)
Filed 2026-10-27
GoalFusion Wealth Management, LLC
INCREASED
Shares1,184 from 910
Change+274 (+30%)
Value$295.0K (+$78.1K)
Filed 2026-10-06
ACT Wealth Management, LLC
DECREASED
Shares1,173 from 1,273
Change-100 (-8%)
Value$292.3K (-$11.2K)
Filed 2026-10-09
NewCorp Financial Services, Inc.
DECREASED
Shares1,167 from 1,174
Change-7 (-1%)
Value$290.8K (+$10.9K)
Filed 2026-10-14
Greg Jennings, LLC
NEW
Shares1,162
Change+1,162
Value$289.5K
Filed 2026-10-19
EnRich Financial Partners LLC
INCREASED
Shares1,159 from 991
Change+168 (+17%)
Value$288.7K (+$52.6K)
Filed 2026-10-21
Kirr Marbach & Co LLC
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$288.8K (+$12.5K)
Filed 2026-10-20
Prairiewood Capital, LLC
INCREASED
Shares1,158 from 1,069
Change+89 (+8%)
Value$288.5K (+$33.7K)
Filed 2026-10-16
Graetz Wealth LLC
INCREASED
Shares1,156 from 1,107
Change+49 (+4%)
Value$287.9K (+$24.2K)
Filed 2026-10-27
Hippocratic Financial Advisors, LLC
INCREASED
Shares1,155 from 1,109
Change+46 (+4%)
Value$287.8K (+$23.5K)
Filed 2026-10-13
Madrid Financial Services
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$286.5K (+$12.4K)
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$286.5K (+$12.4K)
Filed 2026-10-14
Sfam, LLC
DECREASED
Shares1,147 from 1,272
Change-125 (-10%)
Value$285.8K (-$17.4K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$283.0K (+$12.3K)
Filed 2026-10-23
WBI Investments, LLC
DECREASED
Shares1,134 from 7,872
Change-6,738 (-86%)
Value$282.6K (-$1.6M)
Filed 2026-11-05
Marotta Asset Management
DECREASED
Shares1,127 from 8,808
Change-7,681 (-87%)
Value$280.8K (-$1.8M)
Filed 2026-10-02
Eiger Wealth Management, LLC
INCREASED
Shares1,124 from 912
Change+212 (+23%)
Value$280.1K (+$62.7K)
Filed 2026-11-03
Rodgers & Associates, LTD
INCREASED
Shares1,124 from 1,116
Change+8 (+1%)
Value$280.0K (+$14.1K)
Filed 2026-10-20
Vaughan & Co Securities, Inc.
INCREASED
Shares1,123 from 1,115
Change+8 (+1%)
Value$279.9K (+$14.1K)
Filed 2026-10-23
Price Financial Group Wealth Management, Inc
INCREASED
Shares1,121 from 1,083
Change+38 (+4%)
Value$290.6K (+$24.4K)
Filed 2026-11-02
Swmg, LLC
NEW
Shares1,113
Change+1,113
Value$278.7K
Filed 2026-10-23
Fullerton Advisors, LLC
INCREASED
Shares1,113 from 1,091
Change+22 (+2%)
Value$277.3K (+$17.3K)
Filed 2026-10-14
Intelligent Financial Strategies
INCREASED
Shares1,107 from 1,000
Change+107 (+11%)
Value$275.8K (+$37.5K)
Filed 2026-10-16
Northwest Wealth Advisors, LLC
DECREASED
Shares1,106 from 1,107
Change-1 (0%)
Value$275.6K (+$11.7K)
Filed 2026-11-02
Sharkey, Howes & Javer
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$273.6K (+$11.9K)
Filed 2026-10-22
Leading Edge Financial Planning LLC
DECREASED
Shares1,097 from 1,540
Change-443 (-29%)
Value$273.3K (-$93.7K)
Filed 2026-10-23
High Probability Advisors, LLC
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$273.1K (+$11.8K)
Filed 2026-10-19
Family Wealth Partners, LLC
NEW
Shares1,094
Change+1,094
Value$272.6K
Filed 2026-10-20
Melone Private Wealth, LLC
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$268.3K (+$11.6K)
Filed 2026-10-16
JHP Wealth Management, LLC
UNCHANGED
Shares1,073 from 1,073
Change0 (0%)
Value$267.3K (+$11.6K)
Filed 2026-11-06
Merited Wealth, LLC
DECREASED
Shares1,068 from 1,084
Change-16 (-1%)
Value$266.1K (+$7.7K)
Filed 2026-10-13
Cypress Capital, LLC
DECREASED
Shares1,065 from 1,700
Change-635 (-37%)
Value$265.4K (-$139.8K)
Filed 2026-10-20
Belleair Asset Management, LLC
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$264.3K (+$11.5K)
Filed 2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$264.1K (+$11.5K)
Filed 2026-10-27
Farrow Financial, Inc.
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$263.6K (+$11.4K)
Filed 2026-10-30
Approach Retirement Advisors, LLC
DECREASED
Shares1,054 from 1,081
Change-27 (-2%)
Value$262.6K (+$5.0K)
Filed 2026-10-22
Main Line Retirement Advisors, LLC
UNCHANGED
Shares1,049 from 1,049
Change0 (0%)
Value$261.4K (+$11.3K)
Filed 2026-10-14
Wright Wealth LLC
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$260.7K (+$11.3K)
Filed 2026-10-29
Builder Investment Group Inc
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$260.1K (+$11.3K)
Filed 2026-10-22
Compass Financial Group, Inc. (Ohio)
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$258.9K (+$11.2K)
Filed 2026-10-19
Retireful, LLC
INCREASED
Shares1,035 from 900
Change+135 (+15%)
Value$257.9K (+$43.4K)
Filed 2026-10-09
Sterling Investment Management, LLC
DECREASED
Shares1,035 from 1,075
Change-40 (-4%)
Value$257.9K (+$1.7K)
Filed 2026-10-16
James Reed Financial Services, Inc.
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$257.6K (+$11.2K)
Filed 2026-10-26
Williams Financial, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$256.1K (+$11.1K)
Filed 2026-10-19
Stephenson & Company, Inc.
DECREASED
Shares1,027 from 1,127
Change-100 (-9%)
Value$255.9K (-$12.7K)
Filed 2026-10-30
Crosspoint Financial, LLC
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$254.4K (+$11.0K)
Filed 2026-11-03
Adirondack Capital Advisors, LLC
DECREASED
Shares1,020 from 1,265
Change-245 (-19%)
Value$254.1K (-$47.4K)
Filed 2026-10-09
Uptown Financial Advisors LLC
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$251.9K (+$10.9K)
Filed 2026-10-15
Ackerman Capital Advisors, LLC
NEW
Shares1,010
Change+1,010
Value$251.6K
Filed 2026-10-30
Salus Financial Advisors, LLC
NEW
Shares1,006
Change+1,006
Value$250.6K
Filed 2026-10-20
Letson Investment Management, Inc.
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$249.9K (+$10.8K)
Filed 2026-11-05
Orca Wealth Management, LLC
NEW
Shares1,000
Change+1,000
Value$249.2K
Filed 2026-10-14
Roth Financial Partners LLC
DECREASED
Shares1,000 from 2,000
Change-1,000 (-50%)
Value$249.2K (-$227.5K)
Filed 2026-10-06
Letko, Brosseau & Associates Inc
DECREASED
Shares1,000 from 1,100
Change-100 (-9%)
Value$249.2K (-$13.0K)
Filed 2026-11-06
Investment Management Associates Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$249.2K (+$10.8K)
Filed 2026-10-29
Oakland Financial Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$249.2K (+$10.8K)
Filed 2026-11-05
Infinity Wealth Counsel, LLC
DECREASED
Shares993 from 1,093
Change-100 (-9%)
Value$247.4K (-$13.1K)
Filed 2026-10-15
Alpha Wealth Funds, LLC
DECREASED
Shares990 from 2,589
Change-1,599 (-62%)
Value$246.7K (-$371.1K)
Filed 2026-11-05
Ipsen Advisor Group LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$246.6K (+$10.7K)
Filed 2026-10-29
Verisail Partners, LLC
NEW
Shares987
Change+987
Value$245.9K
Filed 2026-10-19
GEN Financial Management, Inc.
INCREASED
Shares986 from 979
Change+7 (+1%)
Value$245.7K (+$12.3K)
Filed 2026-10-13
Retirement Investment Advisors, Inc.
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$245.4K (+$1.8K)
Filed 2026-10-22
BCM Advisors, LLC
DECREASED
Shares981 from 1,694
Change-713 (-42%)
Value$235.8K (-$157.4K)
Filed 2026-11-03
Sentinel Advisory Group, LLC
INCREASED
Shares981 from 920
Change+61 (+7%)
Value$244.4K (+$25.1K)
Filed 2026-10-20
Marks Wealth, LLC
UNCHANGED
Shares980 from 980
Change0 (0%)
Value$244.2K (+$10.6K)
Filed 2026-10-30
OxenFree Capital LLC
DECREASED
Shares979 from 1,063
Change-84 (-8%)
Value$250.9K (-$10.6K)
Filed 2026-10-07
Marquette Asset Management, LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$242.7K (+$10.5K)
Filed 2026-10-09
Maseco LLP
DECREASED
Shares973 from 1,331
Change-358 (-27%)
Value$242.4K (-$74.6K)
Filed 2026-10-27
Redstone Wealth Management, LLC
NEW
Shares970
Change+970
Value$241.7K
Filed 2026-10-20
Briggs Wealth Management, Inc
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$241.4K (+$10.5K)
Filed 2026-10-26
Walker Financial Services, Inc.
NEW
Shares967
Change+967
Value$240.9K
Filed 2026-10-26
Gimbal Financial
DECREASED
Shares965 from 1,058
Change-93 (-9%)
Value$240.4K (-$11.7K)
Filed 2026-10-19
Kings Path Partners LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$240.4K (+$10.4K)
Filed 2026-10-21
Guardian Wealth Management, LLC
DECREASED
Shares963 from 988
Change-25 (-3%)
Value$239.9K (+$4.5K)
Filed 2026-10-14
Rebalance, LLC
INCREASED
Shares961 from 896
Change+65 (+7%)
Value$239.4K (+$25.9K)
Filed 2026-10-22
Elevation Capital Advisory, LLC
DECREASED
Shares960 from 1,020
Change-60 (-6%)
Value$239.2K (-$3.9K)
Filed 2026-10-29
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$236.2K (+$10.2K)
Filed 2026-11-02
S. R. Schill & Associates
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$235.4K (+$10.2K)
Filed 2026-10-20
Friedenthal Financial
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$234.9K (+$10.2K)
Filed 2026-10-27
Good Harbor Advisors, Inc.
DECREASED
Shares942 from 1,167
Change-225 (-19%)
Value$234.7K (-$43.4K)
Filed 2026-10-20
Fusion Family Wealth, LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$234.7K (+$10.2K)
Filed 2026-11-02
Prism Advisors, Inc.
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$239.1K (+$14.8K)
Filed 2026-10-09
Tanglewood Wealth Management, Inc.
INCREASED
Shares936 from 856
Change+80 (+9%)
Value$233.2K (+$29.2K)
Filed 2026-10-23
Attessa Capital LLC
DECREASED
Shares925 from 1,030
Change-105 (-10%)
Value$230.5K (-$15.0K)
Filed 2026-10-09
Quarry Hill Advisors, LLC
NEW
Shares919
Change+919
Value$229.0K
Filed 2026-11-04
Global View Capital Management LLC
DECREASED
Shares912 from 1,159
Change-247 (-21%)
Value$227.2K (-$49.0K)
Filed 2026-10-28
Brown Capital Management LLC
UNCHANGED
Shares903 from 903
Change0 (0%)
Value$225.0K (+$9.8K)
Filed 2026-10-27
Family CFO Inc
INCREASED
Shares900 from 899
Change+1 (+0%)
Value$224.2K (+$10.0K)
Filed 2026-10-30
Brindle & Bay Financial Advisors, LLC
NEW
Shares899
Change+899
Value$224.1K
Filed 2026-10-15
Strategic Equity Management
DECREASED
Shares896 from 1,436
Change-540 (-38%)
Value$223.3K (-$118.9K)
Filed 2026-11-04
Lifetime Wealth Management P.C.
DECREASED
Shares893 from 1,428
Change-535 (-37%)
Value$222.5K (-$117.9K)
Filed 2026-10-29
Tandem Investment Advisors, Inc.
DECREASED
Shares884 from 1,015
Change-131 (-13%)
Value$220.2K (-$21.7K)
Filed 2026-11-04
Trinity Wealth Management, LLC
DECREASED
Shares883 from 1,064
Change-181 (-17%)
Value$220.0K (-$33.6K)
Filed 2026-10-13
Bayshore Capital Advisors, LLC
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$218.8K (+$9.5K)
Filed 2026-11-02
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$216.3K (+$9.4K)
Filed 2026-10-08
Mader & Shannon Wealth Management, Inc.
NEW
Shares864
Change+864
Value$215.3K
Filed 2026-11-02
Babb Wealth Advisors LLC
NEW
Shares860
Change+860
Value$214.3K
Filed 2026-10-30
Clear Retirement Advice LLC
NEW
Shares860
Change+860
Value$214.3K
Filed 2026-10-22
Sims Investment Management, LLC
DECREASED
Shares859 from 869
Change-10 (-1%)
Value$211.5K (+$4.1K)
Filed 2026-10-13
Bare Financial Services, Inc
INCREASED
Shares856 from 812
Change+44 (+5%)
Value$213.3K (+$19.7K)
Filed 2026-11-04
SRH Advisors, LLC
INCREASED
Shares856 from 820
Change+36 (+4%)
Value$213.3K (+$17.8K)
Filed 2026-10-22
Tandem Investment Partners LLC
INCREASED
Shares855 from 850
Change+5 (+1%)
Value$213.0K (+$10.4K)
Filed 2026-10-16
Winnacle Wealth LLC
NEW
Shares853
Change+853
Value$212.4K
Filed 2026-10-15
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$212.3K (+$9.2K)
Filed 2026-11-02
Luminvest Wealth Management LLC
DECREASED
Shares849 from 1,566
Change-717 (-46%)
Value$211.5K (-$161.7K)
Filed 2026-10-14
Suncoast Equity Management
NEW
Shares848
Change+848
Value$211.3K
Filed 2026-11-03
Guided Capital Wealth Management, LLC
NEW
Shares846
Change+846
Value$210.8K
Filed 2026-10-21
Corepath Wealth Partners LLC
DECREASED
Shares841 from 1,747
Change-906 (-52%)
Value$218.5K (-$207.0K)
Filed 2026-10-21
InvesTrust
DECREASED
Shares840 from 1,380
Change-540 (-39%)
Value$209.3K (-$119.6K)
Filed 2026-10-14
Crystal Cove Asset Management, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$209.3K (+$9.1K)
Filed 2026-11-06
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares839 from 906
Change-67 (-7%)
Value$209.0K (-$6.9K)
Filed 2026-10-16
Northwest Financial Advisors
DECREASED
Shares837 from 862
Change-25 (-3%)
Value$208.5K (+$3.1K)
Filed 2026-10-27
Keener Financial Planning LLC
NEW
Shares832
Change+832
Value$207.2K
Filed 2026-11-06
Upper Left Wealth Management, LLC
NEW
Shares822
Change+822
Value$204.8K
Filed 2026-10-14
Auour Investments LLC
NEW
Shares818
Change+818
Value$203.8K
Filed 2026-10-28
Evergreen Advisors, LLC
NEW
Shares818
Change+818
Value$203.8K
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$212.4K (+$11.9K)
Filed 2026-10-08
Keating Investment Counselors Inc
NEW
Shares807
Change+807
Value$201.1K
Filed 2026-10-14
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares806 from 14,520
Change-13,714 (-94%)
Value$200.3K (-$3.3M)
Filed 2026-10-16
Strategic Advocates LLC
DECREASED
Shares806 from 845
Change-39 (-5%)
Value$200.8K (-$582)
Filed 2026-11-03
Thomas Story & SON LLC
NEW
Shares805
Change+805
Value$200.6K
Filed 2026-10-13
Birchwood Financial Partners, Inc.
INCREASED
Shares801 from 701
Change+100 (+14%)
Value$199.6K (+$32.5K)
Filed 2026-11-02
Carolina Wealth Advisors, LLC
INCREASED
Shares767 from 758
Change+9 (+1%)
Value$191.1K (+$10.4K)
Filed 2026-10-23
Midwest Capital Advisors, LLC
INCREASED
Shares727 from 702
Change+25 (+4%)
Value$181.1K (+$13.8K)
Filed 2026-11-04
Family Legacy Financial Solutions, LLC
DECREASED
Shares712 from 713
Change-1 (0%)
Value$177.4K (+$7.5K)
Filed 2026-10-07
POM Investment Strategies, LLC
DECREASED
Shares698 from 1,220
Change-522 (-43%)
Value$173.9K (-$116.9K)
Filed 2026-10-20
Sima Wealth Partners, LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$162.9K (+$7.1K)
Filed 2026-10-19
Chung Wu Investment Group, LLC
INCREASED
Shares650 from 500
Change+150 (+30%)
Value$161.9K (+$42.8K)
Filed 2026-11-03
Fairway Wealth LLC
INCREASED
Shares640 from 153
Change+487 (+318%)
Value$159.5K (+$123.0K)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
INCREASED
Shares611 from 587
Change+24 (+4%)
Value$152.2K (+$12.3K)
Filed 2026-10-23
Navigoe, LLC
INCREASED
Shares570 from 493
Change+77 (+16%)
Value$142.0K (+$25.0K)
Filed 2026-11-04
Richardson Capital Management LLC
INCREASED
Shares532 from 470
Change+62 (+13%)
Value$132.5K (+$20.5K)
Filed 2026-10-23
Montgomery Financial Services LLC
DECREASED
Shares503 from 515
Change-12 (-2%)
Value$125.3K (+$2.6K)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$124.6K (+$5.4K)
Filed 2026-10-22
NorthAvenue LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$123.1K (+$5.3K)
Filed 2026-10-29
Steph & Co
INCREASED
Shares488 from 451
Change+37 (+8%)
Value$121.6K (+$14.1K)
Filed 2026-10-07
Mizuho Securities Co. Ltd.
NEW
Shares480
Change+480
Value$119.6K
Filed 2026-11-04
Whipplewood Advisors, LLC
DECREASED
Shares467 from 869
Change-402 (-46%)
Value$116.4K (-$90.8K)
Filed 2026-10-20
Clayton Financial Group LLC
NEW
Shares450
Change+450
Value$112.1K
Filed 2026-10-13
Maryland Capital Advisors Inc.
INCREASED
Shares436 from 299
Change+137 (+46%)
Value$108.6K (+$37.4K)
Filed 2026-10-15
Glynn Capital Management LLC
INCREASED
Shares407 from 353
Change+54 (+15%)
Value$101.4K (+$17.3K)
Filed 2026-10-07
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$92.0K (+$4.0K)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
INCREASED
Shares367 from 229
Change+138 (+60%)
Value$91.5K (+$38.6K)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$90.4K (+$3.9K)
Filed 2026-11-03
CGC Financial Services, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$88.0K (+$3.8K)
Filed 2026-10-13
Paladin Partners, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$82.2K (+$3.6K)
Filed 2026-10-06
Disciplina Capital Management LLC
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$76.0K (+$3.3K)
Filed 2026-11-06
Sycomore Asset Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$80 ($0)
Filed 2026-10-26
Hanseatic Management Services Inc
NEW
Shares297
Change+297
Value$74.0K
Filed 2026-10-27
Accordant Advisory Group Inc
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$69.5K (+$3.0K)
Filed 2026-10-29
Spurstone Advisory Services, LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$66.0K (+$1.7K)
Filed 2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares261 from 4,085
Change-3,824 (-94%)
Value$65.0K (-$333.8K)
Filed 2026-10-14
McCarley & Cook Financial Planners
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$62.0K (+$2.7K)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
DECREASED
Shares233 from 9,936
Change-9,703 (-98%)
Value$58.1K (-$2.3M)
Filed 2026-10-29
Access Investment Management LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$53.1K (+$2.3K)
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$49.3K (+$2.1K)
Filed 2026-10-29
Financially Speaking Inc
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$46.6K (+$7.6K)
Filed 2026-11-05
PayPay Securities Corp
INCREASED
Shares182 from 180
Change+2 (+1%)
Value$45.3K (+$2.4K)
Filed 2026-10-27
MilWealth Group LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$44.6K (+$1.9K)
Filed 2026-11-02
Your Advocates Ltd., LLP
DECREASED
Shares169 from 477
Change-308 (-65%)
Value$42.1K (-$71.6K)
Filed 2026-11-03
Capital CS Group, LLC
NEW
Shares142
Change+142
Value$35.4K
Filed 2026-10-29
Kroeger Financial Partners
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$34.9K (+$1.5K)
Filed 2026-10-19
Fiduciary Advisors, Inc.
INCREASED
Shares131 from 88
Change+43 (+49%)
Value$32.6K (+$11.7K)
Filed 2026-10-16
CFG Wealth Management Services, Inc.
NEW
Shares120
Change+120
Value$29.8K
Filed 2026-10-21
Bernzott Capital Advisors
NEW
Shares112
Change+112
Value$27.9K
Filed 2026-10-29
Gladstone Capital Management LLP
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$24.9K (+$1.1K)
Filed 2026-11-06
Collier Financial
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$24.4K (+$1.1K)
Filed 2026-11-06
Transce3nd, LLC
INCREASED
Shares91 from 86
Change+5 (+6%)
Value$23.9K (+$2.8K)
Filed 2026-10-26
3 Factor Indexing, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$21.4K (+$929)
Filed 2026-10-15
Bulwark Capital Corp
DECREASED
Shares85 from 100
Change-15 (-15%)
Value$21.2K (-$2.7K)
Filed 2026-10-13
Point Nemo Capital, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$20.7K (+$897)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares65 from 125
Change-60 (-48%)
Value$16.2K (-$13.6K)
Filed 2026-10-07
Catherine Avery Investment Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$14.9K (+$649)
Filed 2026-10-14
Blueline Advisors LLC
NEW
Shares40
Change+40
Value$10.0K
Filed 2026-10-15
Beacon Capital Management, Inc.
NEW
Shares40
Change+40
Value$10.0K
Filed 2026-10-13
Livelsberger Financial Advisory
NEW
Shares20
Change+20
Value$5.0K
Filed 2026-10-28
USA Financial Formulas
NEW
Shares14
Change+14
Value$3.5K
Filed 2026-10-16
Cohalo Advisory LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.5K (+$109)
Filed 2026-10-28
4Thought Financial Group Inc.
NEW
Shares0
Change0
Value$90
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 1,624,795
Change-1,624,795 (-100%)
Value$0 (-$387.3M)
Filed 2026-11-05
Diversified Trust Co
CLOSED
Shares0 from 261,270
Change-261,270 (-100%)
Value$0 (-$62.3M)
Filed 2026-11-06
Waratah Capital Advisors Ltd.
CLOSED
Shares0 from 107,937
Change-107,937 (-100%)
Value$0 (-$25.7M)
Filed 2026-11-06
SeaTown Holdings Pte. Ltd.
CLOSED
Shares0 from 50,100
Change-50,100 (-100%)
Value$0 (-$11.9M)
Filed 2026-10-07
Herald Investment Management Ltd
CLOSED
Shares0 from 49,400
Change-49,400 (-100%)
Value$0 (-$11.8M)
Filed 2026-10-05
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 43,000
Change-43,000 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-30
Headland Capital, LLC
CLOSED
Shares0 from 39,480
Change-39,480 (-100%)
Value$0 (-$9.4M)
Filed 2026-11-06
Exane Asset Management
CLOSED
Shares0 from 38,276
Change-38,276 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-22
Genoa Capital Gestora de Recursos Ltda.
CLOSED
Shares0 from 35,681
Change-35,681 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-20
Scopia Capital Management LP
CLOSED
Shares0 from 24,249
Change-24,249 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-05
Donoghue Forlines LLC
CLOSED
Shares0 from 22,043
Change-22,043 (-100%)
Value$0 (-$5.3M)
Filed 2026-11-02
CenterStar Asset Management, LLC
CLOSED
Shares0 from 15,712
Change-15,712 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-09
Dara Capital US, Inc.
CLOSED
Shares0 from 15,618
Change-15,618 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-29
Arbor Capital Management Inc
CLOSED
Shares0 from 15,266
Change-15,266 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-21
Garda Capital Partners LP
CLOSED
Shares0 from 15,116
Change-15,116 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 11,399
Change-11,399 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-16
Systrade AG
CLOSED
Shares0 from 10,100
Change-10,100 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-09
Miura Global Management, LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-05
U S Global Investors Inc
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-22
FNY Investment Advisers, LLC
CLOSED
Shares0 from 6,720
Change-6,720 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
Axiom Investment Management LLC
CLOSED
Shares0 from 5,695
Change-5,695 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Impact Investors, Inc
CLOSED
Shares0 from 4,850
Change-4,850 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
OFI Invest Asset Management
CLOSED
Shares0 from 3,771
Change-3,771 (-100%)
Value$0 (-$786.1K)
Filed 2026-11-06
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,993
Change-1,993 (-100%)
Value$0 (-$475.0K)
Filed 2026-11-02
Newport Capital Group, LLC
CLOSED
Shares0 from 1,721
Change-1,721 (-100%)
Value$0 (-$410.2K)
Filed 2026-10-16
William Howard & Co Financial Advisors Inc
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$355.1K)
Filed 2026-11-04
First Security Investment Management, Inc.
CLOSED
Shares0 from 1,244
Change-1,244 (-100%)
Value$0 (-$296.5K)
Filed 2026-11-05
St. Louis Trust Co
CLOSED
Shares0 from 1,228
Change-1,228 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Centennial Advisors, LLC
CLOSED
Shares0 from 1,161
Change-1,161 (-100%)
Value$0 (-$276.8K)
Filed 2026-10-21
New Harbor Financial Group, LLC
CLOSED
Shares0 from 1,137
Change-1,137 (-100%)
Value$0 (-$271.0K)
Filed 2026-10-22
Virtus Wealth Solutions LLC
CLOSED
Shares0 from 1,075
Change-1,075 (-100%)
Value$0 (-$256.3K)
Filed 2026-11-03
Solutions 4 Wealth, Ltd
CLOSED
Shares0 from 1,056
Change-1,056 (-100%)
Value$0 (-$251.7K)
Filed 2026-11-03
eCIO, Inc.
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$243.6K)
Filed 2026-11-02
West Tower Group, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$238.3K)
Filed 2026-10-14
Clarity Wealth Development LLC
CLOSED
Shares0 from 978
Change-978 (-100%)
Value$0 (-$233.1K)
Filed 2026-10-22
Capital Wealth Management, LLC
CLOSED
Shares0 from 956
Change-956 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-27
Axim Planning & Wealth
CLOSED
Shares0 from 901
Change-901 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-28
Provident Wealth Management, LLC
CLOSED
Shares0 from 878
Change-878 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-20
Holland Advisory Services, Inc.
CLOSED
Shares0 from 876
Change-876 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-26
Inspire Investing, LLC
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$112.0K)
Filed 2026-10-22
Affinity Wealth LLC
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$76.0K)
Filed 2026-11-03
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$68)
Filed 2026-11-06
Bayforest Capital Ltd
CLOSED
Shares0 from 159
Change-159 (-100%)
Value$0 (-$37.9K)
Filed 2026-11-03
Summer Road LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$9.5K)
Filed 2026-11-05
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$11.2M (-$217.6K)
Filed 2026-10-29
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$325.4K (-$4.2K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 748,403,539
Change-748,403,539 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 635,764,130
Change-635,764,130 (-100%)
Value—
State Street Corp
N/A
Shares— from 397,186,958
Change-397,186,958 (-100%)
Value—
FMR LLC
N/A
Shares— from 365,660,364
Change-365,660,364 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 179,376,541
Change-179,376,541 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 167,979,147
Change-167,979,147 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 143,818,328
Change-143,818,328 (-100%)
Value—
Norges Bank
N/A
Shares— from 140,565,601
Change-140,565,601 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 121,626,899
Change-121,626,899 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 120,603,873
Change-120,603,873 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 108,907,465
Change-108,907,465 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 94,581,659
Change-94,581,659 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 93,223,020
Change-93,223,020 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 69,941,464
Change-69,941,464 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 68,161,583
Change-68,161,583 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 66,029,318
Change-66,029,318 (-100%)
Value—
Capital World Investors
N/A
Shares— from 61,208,160
Change-61,208,160 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 59,212,518
Change-59,212,518 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 55,060,066
Change-55,060,066 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 54,976,870
Change-54,976,870 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 53,836,436
Change-53,836,436 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 52,741,836
Change-52,741,836 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 49,058,714
Change-49,058,714 (-100%)
Value—
Capital International Investors
N/A
Shares— from 43,113,914
Change-43,113,914 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 40,346,851
Change-40,346,851 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 37,722,425
Change-37,722,425 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 36,528,921
Change-36,528,921 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34,742,451
Change-34,742,451 (-100%)
Value—
UBS Group AG
N/A
Shares— from 34,232,599
Change-34,232,599 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 32,066,835
Change-32,066,835 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 31,434,063
Change-31,434,063 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 28,254,904
Change-28,254,904 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 27,298,700
Change-27,298,700 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 26,917,866
Change-26,917,866 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 25,618,612
Change-25,618,612 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 24,799,242
Change-24,799,242 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 24,455,378
Change-24,455,378 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 23,358,338
Change-23,358,338 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 21,159,781
Change-21,159,781 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 21,106,461
Change-21,106,461 (-100%)
Value—
National Pension Service
N/A
Shares— from 20,970,745
Change-20,970,745 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 19,353,814
Change-19,353,814 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 19,273,534
Change-19,273,534 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 18,858,160
Change-18,858,160 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 18,696,461
Change-18,696,461 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 18,291,403
Change-18,291,403 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 17,384,261
Change-17,384,261 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 16,822,260
Change-16,822,260 (-100%)
Value—
Dodge & COX
N/A
Shares— from 16,708,513
Change-16,708,513 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 16,584,867
Change-16,584,867 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 16,023,278
Change-16,023,278 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 15,743,243
Change-15,743,243 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 14,923,246
Change-14,923,246 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 14,792,443
Change-14,792,443 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 14,718,678
Change-14,718,678 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 14,696,893
Change-14,696,893 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,300,182
Change-14,300,182 (-100%)
Value—
FIL Ltd
N/A
Shares— from 14,198,788
Change-14,198,788 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,113,689
Change-14,113,689 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 14,012,902
Change-14,012,902 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,003,269
Change-13,003,269 (-100%)
Value—
Boston Partners
N/A
Shares— from 12,862,015
Change-12,862,015 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 12,152,646
Change-12,152,646 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 12,067,755
Change-12,067,755 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 11,962,188
Change-11,962,188 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,924,360
Change-11,924,360 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 11,834,799
Change-11,834,799 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 11,369,869
Change-11,369,869 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 11,204,955
Change-11,204,955 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 10,989,748
Change-10,989,748 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,945,883
Change-10,945,883 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,882,003
Change-10,882,003 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 10,467,002
Change-10,467,002 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 10,096,298
Change-10,096,298 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,072,292
Change-10,072,292 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,066,668
Change-10,066,668 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 9,827,316
Change-9,827,316 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 9,683,558
Change-9,683,558 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9,677,106
Change-9,677,106 (-100%)
Value—
Skye Global Management LP
N/A
Shares— from 9,672,000
Change-9,672,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 9,514,151
Change-9,514,151 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 9,445,638
Change-9,445,638 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 9,065,084
Change-9,065,084 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 8,925,205
Change-8,925,205 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 8,924,499
Change-8,924,499 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 8,904,735
Change-8,904,735 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 8,755,160
Change-8,755,160 (-100%)
Value—
Aviva PLC
N/A
Shares— from 8,628,566
Change-8,628,566 (-100%)
Value—
Pershing Square Inc.
N/A
Shares— from 8,563,857
Change-8,563,857 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 8,453,619
Change-8,453,619 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,445,681
Change-8,445,681 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 8,345,507
Change-8,345,507 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 8,342,808
Change-8,342,808 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 8,257,584
Change-8,257,584 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,829,381
Change-7,829,381 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 7,800,397
Change-7,800,397 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 7,785,587
Change-7,785,587 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 7,314,985
Change-7,314,985 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 7,230,242
Change-7,230,242 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 7,183,134
Change-7,183,134 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 7,111,703
Change-7,111,703 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 6,990,711
Change-6,990,711 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,842,819
Change-6,842,819 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 6,720,712
Change-6,720,712 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,650,638
Change-6,650,638 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 6,589,070
Change-6,589,070 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,573,838
Change-6,573,838 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 6,437,619
Change-6,437,619 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,176,448
Change-6,176,448 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 6,136,926
Change-6,136,926 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,086,443
Change-6,086,443 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 6,042,876
Change-6,042,876 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,013,605
Change-6,013,605 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 5,879,504
Change-5,879,504 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,875,124
Change-5,875,124 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 5,873,418
Change-5,873,418 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 5,808,299
Change-5,808,299 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 5,797,182
Change-5,797,182 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 5,743,539
Change-5,743,539 (-100%)
Value—
Altarock Partners LP
N/A
Shares— from 5,729,972
Change-5,729,972 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,716,287
Change-5,716,287 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,708,507
Change-5,708,507 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 5,674,426
Change-5,674,426 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 5,641,092
Change-5,641,092 (-100%)
Value—
Generation Investment Management LLP
N/A
Shares— from 5,193,506
Change-5,193,506 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 5,180,597
Change-5,180,597 (-100%)
Value—
Starlite Capital Inc
N/A
Shares— from 5,165,123
Change-5,165,123 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 5,164,201
Change-5,164,201 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,126,961
Change-5,126,961 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,095,736
Change-5,095,736 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 5,000,000
Change-5,000,000 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 4,950,070
Change-4,950,070 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 4,940,647
Change-4,940,647 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 4,883,755
Change-4,883,755 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 4,861,223
Change-4,861,223 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 4,847,545
Change-4,847,545 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 4,779,420
Change-4,779,420 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 4,770,545
Change-4,770,545 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,661,958
Change-4,661,958 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 4,653,406
Change-4,653,406 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,652,594
Change-4,652,594 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 4,616,050
Change-4,616,050 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 4,449,716
Change-4,449,716 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 4,419,586
Change-4,419,586 (-100%)
Value—
Man Group plc
N/A
Shares— from 4,362,727
Change-4,362,727 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4,310,395
Change-4,310,395 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 4,304,655
Change-4,304,655 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 4,276,176
Change-4,276,176 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,210,806
Change-4,210,806 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 4,144,837
Change-4,144,837 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 4,119,525
Change-4,119,525 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,116,745
Change-4,116,745 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,953,747
Change-3,953,747 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,900,375
Change-3,900,375 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 3,885,759
Change-3,885,759 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,852,820
Change-3,852,820 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,827,000
Change-3,827,000 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 3,817,521
Change-3,817,521 (-100%)
Value—
Baupost Group LLC
N/A
Shares— from 3,743,854
Change-3,743,854 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 3,700,862
Change-3,700,862 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,664,707
Change-3,664,707 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 3,652,011
Change-3,652,011 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 3,613,300
Change-3,613,300 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 3,554,852
Change-3,554,852 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 3,544,695
Change-3,544,695 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,469,717
Change-3,469,717 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 3,463,847
Change-3,463,847 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 3,398,689
Change-3,398,689 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 3,368,678
Change-3,368,678 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 3,359,885
Change-3,359,885 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 3,333,900
Change-3,333,900 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 3,300,000
Change-3,300,000 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 3,278,837
Change-3,278,837 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,262,397
Change-3,262,397 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 3,127,808
Change-3,127,808 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 3,089,477
Change-3,089,477 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 3,042,437
Change-3,042,437 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,010,647
Change-3,010,647 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,989,642
Change-2,989,642 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,981,991
Change-2,981,991 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 2,969,429
Change-2,969,429 (-100%)
Value—
ValueAct Holdings, L.P.A
N/A
Shares— from 2,941,700
Change-2,941,700 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 2,809,953
Change-2,809,953 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,762,750
Change-2,762,750 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 2,751,037
Change-2,751,037 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 2,747,253
Change-2,747,253 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 2,632,994
Change-2,632,994 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,613,793
Change-2,613,793 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,599,441
Change-2,599,441 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,585,411
Change-2,585,411 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 2,579,755
Change-2,579,755 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 2,574,333
Change-2,574,333 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 2,562,100
Change-2,562,100 (-100%)
Value—
Darsana Capital Partners LP
N/A
Shares— from 2,500,000
Change-2,500,000 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 2,468,909
Change-2,468,909 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 2,447,732
Change-2,447,732 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,444,026
Change-2,444,026 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 2,425,351
Change-2,425,351 (-100%)
Value—
Windacre Partnership LLC
N/A
Shares— from 2,422,500
Change-2,422,500 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,420,738
Change-2,420,738 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,418,468
Change-2,418,468 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,341,138
Change-2,341,138 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 2,306,270
Change-2,306,270 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,290,710
Change-2,290,710 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,283,765
Change-2,283,765 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 2,269,922
Change-2,269,922 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 2,246,620
Change-2,246,620 (-100%)
Value—
EdgePoint Investment Group Inc.
N/A
Shares— from 2,245,581
Change-2,245,581 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 2,236,104
Change-2,236,104 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 2,190,282
Change-2,190,282 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,168,590
Change-2,168,590 (-100%)
Value—
Foxhaven Asset Management, LP
N/A
Shares— from 2,151,990
Change-2,151,990 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 2,140,317
Change-2,140,317 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,139,156
Change-2,139,156 (-100%)
Value—
Voyager Global Management LP
N/A
Shares— from 2,125,000
Change-2,125,000 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,090,826
Change-2,090,826 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 2,082,772
Change-2,082,772 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 2,040,195
Change-2,040,195 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 2,025,481
Change-2,025,481 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 2,020,894
Change-2,020,894 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,971,337
Change-1,971,337 (-100%)
Value—
Bamco Inc
N/A
Shares— from 1,956,523
Change-1,956,523 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 1,932,470
Change-1,932,470 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,904,441
Change-1,904,441 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,874,326
Change-1,874,326 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,870,900
Change-1,870,900 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 1,847,315
Change-1,847,315 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,809,504
Change-1,809,504 (-100%)
Value—
Stockbridge Partners LLC
N/A
Shares— from 1,776,149
Change-1,776,149 (-100%)
Value—
Standard Investments LLC
N/A
Shares— from 1,773,000
Change-1,773,000 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,771,823
Change-1,771,823 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 1,759,000
Change-1,759,000 (-100%)
Value—
Third Point LLCA
N/A
Shares— from 1,750,000
Change-1,750,000 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 1,721,811
Change-1,721,811 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,721,249
Change-1,721,249 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 1,712,754
Change-1,712,754 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,695,730
Change-1,695,730 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 1,684,231
Change-1,684,231 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 1,670,487
Change-1,670,487 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,647,507
Change-1,647,507 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,631,568
Change-1,631,568 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 1,625,565
Change-1,625,565 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,620,038
Change-1,620,038 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,614,156
Change-1,614,156 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 1,612,690
Change-1,612,690 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,612,220
Change-1,612,220 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,608,940
Change-1,608,940 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,602,570
Change-1,602,570 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 1,591,177
Change-1,591,177 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,573,537
Change-1,573,537 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,568,850
Change-1,568,850 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,553,859
Change-1,553,859 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,549,912
Change-1,549,912 (-100%)
Value—
Meritage Group LP
N/A
Shares— from 1,542,397
Change-1,542,397 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 1,485,700
Change-1,485,700 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 1,476,290
Change-1,476,290 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 1,472,877
Change-1,472,877 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,464,242
Change-1,464,242 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,460,229
Change-1,460,229 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,458,599
Change-1,458,599 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,455,085
Change-1,455,085 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 1,451,063
Change-1,451,063 (-100%)
Value—
Anomaly Capital Management, LP
N/A
Shares— from 1,438,292
Change-1,438,292 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,431,137
Change-1,431,137 (-100%)
Value—
PointState Capital LP
N/A
Shares— from 1,423,550
Change-1,423,550 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,393,535
Change-1,393,535 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,393,100
Change-1,393,100 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,390,101
Change-1,390,101 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,375,007
Change-1,375,007 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 1,360,585
Change-1,360,585 (-100%)
Value—
&partners
N/A
Shares— from 1,356,188
Change-1,356,188 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 1,354,703
Change-1,354,703 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,348,189
Change-1,348,189 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 1,338,660
Change-1,338,660 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 1,329,000
Change-1,329,000 (-100%)
Value—
Dorsal Capital Management, LP
N/A
Shares— from 1,325,001
Change-1,325,001 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 1,324,786
Change-1,324,786 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 1,314,785
Change-1,314,785 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 1,283,048
Change-1,283,048 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,281,390
Change-1,281,390 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 1,277,032
Change-1,277,032 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 1,271,687
Change-1,271,687 (-100%)
Value—
Dragoneer Investment Group, LLC
N/A
Shares— from 1,271,500
Change-1,271,500 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 1,270,000
Change-1,270,000 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,250,965
Change-1,250,965 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,239,568
Change-1,239,568 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,228,034
Change-1,228,034 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,220,317
Change-1,220,317 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 1,220,051
Change-1,220,051 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 1,182,529
Change-1,182,529 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,179,729
Change-1,179,729 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,177,363
Change-1,177,363 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,176,591
Change-1,176,591 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 1,157,940
Change-1,157,940 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,149,737
Change-1,149,737 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,145,633
Change-1,145,633 (-100%)
Value—
AKO Capital LLP
N/A
Shares— from 1,141,835
Change-1,141,835 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,138,085
Change-1,138,085 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,126,218
Change-1,126,218 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,125,515
Change-1,125,515 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,121,395
Change-1,121,395 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,113,972
Change-1,113,972 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,110,769
Change-1,110,769 (-100%)
Value—
Consulta Ltd
N/A
Shares— from 1,100,000
Change-1,100,000 (-100%)
Value—
CIBC Capital Markets (Europe) S.A.
N/A
Shares— from 1,098,009
Change-1,098,009 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,096,656
Change-1,096,656 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,093,333
Change-1,093,333 (-100%)
Value—
Nellore Capital Management LLC
N/A
Shares— from 1,091,000
Change-1,091,000 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 1,086,800
Change-1,086,800 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 1,084,940
Change-1,084,940 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 1,079,500
Change-1,079,500 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 1,072,994
Change-1,072,994 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,054,853
Change-1,054,853 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,054,189
Change-1,054,189 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 1,054,136
Change-1,054,136 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 1,048,057
Change-1,048,057 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 1,047,926
Change-1,047,926 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 1,035,319
Change-1,035,319 (-100%)
Value—
Route One Investment Company, L.P.
N/A
Shares— from 1,032,200
Change-1,032,200 (-100%)
Value—
Contour Asset Management LLC
N/A
Shares— from 1,027,536
Change-1,027,536 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,017,248
Change-1,017,248 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,013,006
Change-1,013,006 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,011,765
Change-1,011,765 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 1,011,369
Change-1,011,369 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,005,472
Change-1,005,472 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,003,633
Change-1,003,633 (-100%)
Value—
Allstate Corp
N/A
Shares— from 1,000,960
Change-1,000,960 (-100%)
Value—
Styrax Capital, LP
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 996,040
Change-996,040 (-100%)
Value—
Vulcan Value Partners, LLC
N/A
Shares— from 992,758
Change-992,758 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 982,839
Change-982,839 (-100%)
Value—
Kensico Capital Management Corp
N/A
Shares— from 978,100
Change-978,100 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 969,629
Change-969,629 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 969,511
Change-969,511 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 967,133
Change-967,133 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 962,718
Change-962,718 (-100%)
Value—
Prudential PLC
N/A
Shares— from 953,710
Change-953,710 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 942,732
Change-942,732 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 936,125
Change-936,125 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 933,227
Change-933,227 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 932,301
Change-932,301 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 930,283
Change-930,283 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 923,426
Change-923,426 (-100%)
Value—
Munro Partners
N/A
Shares— from 922,313
Change-922,313 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 921,278
Change-921,278 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 919,481
Change-919,481 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 911,660
Change-911,660 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 905,732
Change-905,732 (-100%)
Value—
Thrive Capital Management, LLC
N/A
Shares— from 904,038
Change-904,038 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 900,398
Change-900,398 (-100%)
Value—
Rubric Capital Management LPA
N/A
Shares— from 900,000
Change-900,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 885,351
Change-885,351 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 880,777
Change-880,777 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 870,587
Change-870,587 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 864,176
Change-864,176 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 859,806
Change-859,806 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 844,334
Change-844,334 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 841,266
Change-841,266 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 839,512
Change-839,512 (-100%)
Value—
Avala Global LP
N/A
Shares— from 837,205
Change-837,205 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 829,118
Change-829,118 (-100%)
Value—
Theleme Partners LLP
N/A
Shares— from 822,979
Change-822,979 (-100%)
Value—
EFG International AG
N/A
Shares— from 818,505
Change-818,505 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 801,711
Change-801,711 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 800,378
Change-800,378 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 793,414
Change-793,414 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 788,506
Change-788,506 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 781,164
Change-781,164 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 769,662
Change-769,662 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 767,552
Change-767,552 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 766,365
Change-766,365 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 762,206
Change-762,206 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 758,685
Change-758,685 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 750,322
Change-750,322 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 746,100
Change-746,100 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 739,135
Change-739,135 (-100%)
Value—
MBB Public Markets I LLC
N/A
Shares— from 735,480
Change-735,480 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 733,123
Change-733,123 (-100%)
Value—
Park Presidio Capital LLC
N/A
Shares— from 730,635
Change-730,635 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 726,059
Change-726,059 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 722,289
Change-722,289 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 717,449
Change-717,449 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 713,270
Change-713,270 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 705,498
Change-705,498 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 704,177
Change-704,177 (-100%)
Value—
Long Focus Capital Management, LLC
N/A
Shares— from 704,155
Change-704,155 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 698,557
Change-698,557 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 693,842
Change-693,842 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 692,739
Change-692,739 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 689,749
Change-689,749 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 688,333
Change-688,333 (-100%)
Value—
Stephens Inc
N/A
Shares— from 686,863
Change-686,863 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 686,384
Change-686,384 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 686,127
Change-686,127 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 681,131
Change-681,131 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 681,047
Change-681,047 (-100%)
Value—
CTC LLC
N/A
Shares— from 679,326
Change-679,326 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 677,750
Change-677,750 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 677,520
Change-677,520 (-100%)
Value—
Strategy Capital LLC
N/A
Shares— from 673,397
Change-673,397 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 668,849
Change-668,849 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 661,042
Change-661,042 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 656,264
Change-656,264 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 655,000
Change-655,000 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 634,693
Change-634,693 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 634,323
Change-634,323 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 633,470
Change-633,470 (-100%)
Value—
D1 Capital Partners L.P.
N/A
Shares— from 628,082
Change-628,082 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 627,789
Change-627,789 (-100%)
Value—
Ossiam
N/A
Shares— from 625,498
Change-625,498 (-100%)
Value—
Greenbrier Partners Capital Management, LLC
N/A
Shares— from 619,148
Change-619,148 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 614,277
Change-614,277 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 605,597
Change-605,597 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 594,790
Change-594,790 (-100%)
Value—
Summitry LLC
N/A
Shares— from 593,631
Change-593,631 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 591,388
Change-591,388 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 586,740
Change-586,740 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 585,950
Change-585,950 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 584,784
Change-584,784 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 581,608
Change-581,608 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 573,974
Change-573,974 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 568,349
Change-568,349 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 564,563
Change-564,563 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 561,159
Change-561,159 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 559,571
Change-559,571 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 553,994
Change-553,994 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 553,984
Change-553,984 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 546,951
Change-546,951 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 541,600
Change-541,600 (-100%)
Value—
Allianz SE
N/A
Shares— from 538,594
Change-538,594 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 530,942
Change-530,942 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 528,300
Change-528,300 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 525,268
Change-525,268 (-100%)
Value—
XN LP
N/A
Shares— from 523,428
Change-523,428 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 517,750
Change-517,750 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 516,236
Change-516,236 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 513,856
Change-513,856 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 509,071
Change-509,071 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 506,976
Change-506,976 (-100%)
Value—
Noked Israel Ltd
N/A
Shares— from 503,130
Change-503,130 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 500,208
Change-500,208 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 498,723
Change-498,723 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 495,610
Change-495,610 (-100%)
Value—
Thiel Macro LLC
N/A
Shares— from 495,000
Change-495,000 (-100%)
Value—
Cartenna Capital, LP
N/A
Shares— from 490,000
Change-490,000 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 484,291
Change-484,291 (-100%)
Value—
GCQ Funds Management PTY Ltd
N/A
Shares— from 483,228
Change-483,228 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 481,584
Change-481,584 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 481,377
Change-481,377 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 476,760
Change-476,760 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 473,422
Change-473,422 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 472,003
Change-472,003 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 469,347
Change-469,347 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 467,913
Change-467,913 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 465,100
Change-465,100 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 464,979
Change-464,979 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 464,512
Change-464,512 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 460,516
Change-460,516 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 458,656
Change-458,656 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 454,551
Change-454,551 (-100%)
Value—
SRB Corp
N/A
Shares— from 450,434
Change-450,434 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
Greenoaks LLC
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 449,600
Change-449,600 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 449,181
Change-449,181 (-100%)
Value—
Soma Equity Partners LP
N/A
Shares— from 443,315
Change-443,315 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 440,125
Change-440,125 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 439,291
Change-439,291 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 435,062
Change-435,062 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 433,027
Change-433,027 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 432,678
Change-432,678 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 432,524
Change-432,524 (-100%)
Value—
Triple Frond Partners LLC
N/A
Shares— from 432,420
Change-432,420 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 430,580
Change-430,580 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 428,000
Change-428,000 (-100%)
Value—
HMI Capital Management, L.P.
N/A
Shares— from 425,950
Change-425,950 (-100%)
Value—
Optimus Prime Fund Management Co., Ltd.
N/A
Shares— from 420,000
Change-420,000 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 420,000
Change-420,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 419,029
Change-419,029 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 415,597
Change-415,597 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 415,515
Change-415,515 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 415,028
Change-415,028 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 414,360
Change-414,360 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 412,471
Change-412,471 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 411,252
Change-411,252 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 409,278
Change-409,278 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 404,905
Change-404,905 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 402,955
Change-402,955 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 401,973
Change-401,973 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 399,702
Change-399,702 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 399,513
Change-399,513 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 399,306
Change-399,306 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 399,200
Change-399,200 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 398,457
Change-398,457 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 397,840
Change-397,840 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 391,613
Change-391,613 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 391,000
Change-391,000 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 390,605
Change-390,605 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 389,590
Change-389,590 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 389,589
Change-389,589 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 386,654
Change-386,654 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 382,824
Change-382,824 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 382,812
Change-382,812 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 379,919
Change-379,919 (-100%)
Value—
Fernbridge Capital Management LP
N/A
Shares— from 378,966
Change-378,966 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 376,150
Change-376,150 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 375,949
Change-375,949 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 371,802
Change-371,802 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 371,130
Change-371,130 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 370,678
Change-370,678 (-100%)
Value—
BNP Paribas
N/A
Shares— from 369,463
Change-369,463 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 367,093
Change-367,093 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 366,840
Change-366,840 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 366,073
Change-366,073 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 364,455
Change-364,455 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 362,728
Change-362,728 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 362,354
Change-362,354 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 361,988
Change-361,988 (-100%)
Value—
Avenir Corp
N/A
Shares— from 360,572
Change-360,572 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 360,322
Change-360,322 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 358,850
Change-358,850 (-100%)
Value—
Square Wave Capital, LLC
N/A
Shares— from 358,800
Change-358,800 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 353,785
Change-353,785 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 351,000
Change-351,000 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 349,766
Change-349,766 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 349,613
Change-349,613 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 348,404
Change-348,404 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 347,640
Change-347,640 (-100%)
Value—
Rdst Capital LLC
N/A
Shares— from 347,474
Change-347,474 (-100%)
Value—
Joho Capital LLC
N/A
Shares— from 346,600
Change-346,600 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 345,700
Change-345,700 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 343,374
Change-343,374 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 343,332
Change-343,332 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 342,406
Change-342,406 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 339,213
Change-339,213 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 336,878
Change-336,878 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 335,552
Change-335,552 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 333,258
Change-333,258 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 333,214
Change-333,214 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 332,113
Change-332,113 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 331,415
Change-331,415 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 327,318
Change-327,318 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 326,431
Change-326,431 (-100%)
Value—
Capital International LTD
N/A
Shares— from 325,345
Change-325,345 (-100%)
Value—
Think Investments LP
N/A
Shares— from 325,275
Change-325,275 (-100%)
Value—
Park West Asset Management LLC
N/A
Shares— from 324,570
Change-324,570 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 324,127
Change-324,127 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 318,490
Change-318,490 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 315,739
Change-315,739 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 315,237
Change-315,237 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 314,943
Change-314,943 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 313,851
Change-313,851 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 312,372
Change-312,372 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 312,133
Change-312,133 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 308,064
Change-308,064 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 308,036
Change-308,036 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 307,627
Change-307,627 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 306,315
Change-306,315 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 302,244
Change-302,244 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 299,190
Change-299,190 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 298,497
Change-298,497 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 297,957
Change-297,957 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 297,924
Change-297,924 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 296,621
Change-296,621 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 296,349
Change-296,349 (-100%)
Value—
Tikvah Management LLC
N/A
Shares— from 295,680
Change-295,680 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 295,677
Change-295,677 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 294,830
Change-294,830 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 293,910
Change-293,910 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 291,107
Change-291,107 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 290,255
Change-290,255 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 290,000
Change-290,000 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 289,993
Change-289,993 (-100%)
Value—
Advent International, L.P.
N/A
Shares— from 289,624
Change-289,624 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 288,313
Change-288,313 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 286,577
Change-286,577 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 285,691
Change-285,691 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 284,562
Change-284,562 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 282,886
Change-282,886 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 282,141
Change-282,141 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 281,682
Change-281,682 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 281,608
Change-281,608 (-100%)
Value—
Greenlea Lane Capital Management, LLC
N/A
Shares— from 280,350
Change-280,350 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 279,949
Change-279,949 (-100%)
Value—
Lionstone Capital Management LLC
N/A
Shares— from 279,740
Change-279,740 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 278,427
Change-278,427 (-100%)
Value—
DigitalBridge Group, Inc.
N/A
Shares— from 277,905
Change-277,905 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 277,655
Change-277,655 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 275,218
Change-275,218 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 274,738
Change-274,738 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 272,000
Change-272,000 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 271,800
Change-271,800 (-100%)
Value—
Progeny 3, Inc.
N/A
Shares— from 270,600
Change-270,600 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 269,461
Change-269,461 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 268,854
Change-268,854 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 268,254
Change-268,254 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 268,249
Change-268,249 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 268,144
Change-268,144 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 267,460
Change-267,460 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 266,827
Change-266,827 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 266,051
Change-266,051 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 261,433
Change-261,433 (-100%)
Value—
Toms Capital Investment Management LP
N/A
Shares— from 261,000
Change-261,000 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 260,465
Change-260,465 (-100%)
Value—
Dnca Finance
N/A
Shares— from 259,776
Change-259,776 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 258,513
Change-258,513 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 257,500
Change-257,500 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 255,991
Change-255,991 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 254,158
Change-254,158 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 252,721
Change-252,721 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 252,013
Change-252,013 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 251,913
Change-251,913 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 251,562
Change-251,562 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 251,313
Change-251,313 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 250,931
Change-250,931 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 249,984
Change-249,984 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 246,167
Change-246,167 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 244,969
Change-244,969 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 243,364
Change-243,364 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 242,567
Change-242,567 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 239,471
Change-239,471 (-100%)
Value—
Bornite Capital Management LP
N/A
Shares— from 237,700
Change-237,700 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 236,779
Change-236,779 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 236,311
Change-236,311 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 235,831
Change-235,831 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 235,687
Change-235,687 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 235,304
Change-235,304 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 235,269
Change-235,269 (-100%)
Value—
Selkirk Management LLC
N/A
Shares— from 234,500
Change-234,500 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 233,173
Change-233,173 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 232,042
Change-232,042 (-100%)
Value—
Torque Asset Management LLC
N/A
Shares— from 231,090
Change-231,090 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 230,059
Change-230,059 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 230,042
Change-230,042 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 228,912
Change-228,912 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 227,784
Change-227,784 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 227,492
Change-227,492 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 227,087
Change-227,087 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 226,695
Change-226,695 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 223,435
Change-223,435 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 223,136
Change-223,136 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 222,872
Change-222,872 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 222,864
Change-222,864 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 222,823
Change-222,823 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 222,805
Change-222,805 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 220,370
Change-220,370 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 218,030
Change-218,030 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 218,020
Change-218,020 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 217,726
Change-217,726 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 217,500
Change-217,500 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 217,106
Change-217,106 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 214,458
Change-214,458 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 214,058
Change-214,058 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 214,015
Change-214,015 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 213,619
Change-213,619 (-100%)
Value—
Advaya LLP
N/A
Shares— from 212,800
Change-212,800 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 212,783
Change-212,783 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 212,440
Change-212,440 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 210,270
Change-210,270 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 209,819
Change-209,819 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 209,200
Change-209,200 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 208,488
Change-208,488 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 208,294
Change-208,294 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 207,327
Change-207,327 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 207,172
Change-207,172 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 206,729
Change-206,729 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 206,112
Change-206,112 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 205,800
Change-205,800 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 205,750
Change-205,750 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 204,860
Change-204,860 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 202,658
Change-202,658 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 200,317
Change-200,317 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Cypress Funds LLC
N/A
Shares— from 198,532
Change-198,532 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 197,408
Change-197,408 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 197,145
Change-197,145 (-100%)
Value—
S&CO Inc
N/A
Shares— from 196,975
Change-196,975 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 195,323
Change-195,323 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 194,482
Change-194,482 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 193,437
Change-193,437 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 193,412
Change-193,412 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 192,007
Change-192,007 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 191,666
Change-191,666 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 190,131
Change-190,131 (-100%)
Value—
Gavilan Investment Partners LLC
N/A
Shares— from 190,000
Change-190,000 (-100%)
Value—
KR Capital LP
N/A
Shares— from 188,778
Change-188,778 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 185,611
Change-185,611 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 185,330
Change-185,330 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 183,007
Change-183,007 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 181,451
Change-181,451 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 181,364
Change-181,364 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 181,132
Change-181,132 (-100%)
Value—
Cadian Capital Management, LP
N/A
Shares— from 179,700
Change-179,700 (-100%)
Value—
YCG, LLC
N/A
Shares— from 179,513
Change-179,513 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 179,087
Change-179,087 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 176,520
Change-176,520 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 176,435
Change-176,435 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 175,961
Change-175,961 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 175,932
Change-175,932 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 175,801
Change-175,801 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 175,342
Change-175,342 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 175,204
Change-175,204 (-100%)
Value—
Crow's Nest Holdings LP
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 173,842
Change-173,842 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 173,367
Change-173,367 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 173,360
Change-173,360 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 173,009
Change-173,009 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 172,896
Change-172,896 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 171,326
Change-171,326 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 170,090
Change-170,090 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 169,527
Change-169,527 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 169,500
Change-169,500 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 169,248
Change-169,248 (-100%)
Value—
Long Corridor Asset Management Ltd
N/A
Shares— from 169,150
Change-169,150 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 167,856
Change-167,856 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 166,835
Change-166,835 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 165,200
Change-165,200 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 164,885
Change-164,885 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 162,210
Change-162,210 (-100%)
Value—
Pennant Investors, LP
N/A
Shares— from 162,000
Change-162,000 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 161,658
Change-161,658 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 161,150
Change-161,150 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 159,640
Change-159,640 (-100%)
Value—
ShawSpring Partners LLC
N/A
Shares— from 157,020
Change-157,020 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 156,043
Change-156,043 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 155,404
Change-155,404 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 154,290
Change-154,290 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 153,817
Change-153,817 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 153,200
Change-153,200 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 151,842
Change-151,842 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 151,831
Change-151,831 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 151,023
Change-151,023 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Guardian Point Capital, LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 149,712
Change-149,712 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 149,510
Change-149,510 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 148,069
Change-148,069 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 147,519
Change-147,519 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 146,933
Change-146,933 (-100%)
Value—
Solel Partners LP
N/A
Shares— from 146,800
Change-146,800 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 146,782
Change-146,782 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 146,601
Change-146,601 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 146,440
Change-146,440 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 146,407
Change-146,407 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 146,089
Change-146,089 (-100%)
Value—
FJ Investments, LLC
N/A
Shares— from 146,071
Change-146,071 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 144,436
Change-144,436 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 144,432
Change-144,432 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 144,307
Change-144,307 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 143,758
Change-143,758 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 143,388
Change-143,388 (-100%)
Value—
Verbena Value LP
N/A
Shares— from 143,200
Change-143,200 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 143,176
Change-143,176 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 142,885
Change-142,885 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 140,441
Change-140,441 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 140,054
Change-140,054 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 139,962
Change-139,962 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 139,685
Change-139,685 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 139,659
Change-139,659 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 139,239
Change-139,239 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 139,068
Change-139,068 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 138,869
Change-138,869 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 138,210
Change-138,210 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 137,717
Change-137,717 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 137,494
Change-137,494 (-100%)
Value—
Simmons Bank
N/A
Shares— from 137,436
Change-137,436 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 137,342
Change-137,342 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 137,335
Change-137,335 (-100%)
Value—
Wedgewood Partners Inc
N/A
Shares— from 135,440
Change-135,440 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 135,424
Change-135,424 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 134,888
Change-134,888 (-100%)
Value—
Nwam LLC
N/A
Shares— from 134,748
Change-134,748 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 134,700
Change-134,700 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 134,397
Change-134,397 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 133,997
Change-133,997 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 133,823
Change-133,823 (-100%)
Value—
Lansdowne Partners (UK) LLP
N/A
Shares— from 132,969
Change-132,969 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 132,871
Change-132,871 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 132,000
Change-132,000 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 131,565
Change-131,565 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 130,861
Change-130,861 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 130,605
Change-130,605 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 130,567
Change-130,567 (-100%)
Value—
Headwater Capital Co Ltd
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
GCM Grosvenor Holdings, LLC
N/A
Shares— from 127,937
Change-127,937 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 127,690
Change-127,690 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 127,579
Change-127,579 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 127,562
Change-127,562 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 127,113
Change-127,113 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 125,949
Change-125,949 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 125,705
Change-125,705 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 125,351
Change-125,351 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 125,331
Change-125,331 (-100%)
Value—
Woodson Capital Management, LP
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 124,346
Change-124,346 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 123,685
Change-123,685 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 123,436
Change-123,436 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 123,159
Change-123,159 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 122,618
Change-122,618 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 122,107
Change-122,107 (-100%)
Value—
Pennant Select, LLC
N/A
Shares— from 121,300
Change-121,300 (-100%)
Value—
Atmos Capital Gestao de Recursos Ltda.
N/A
Shares— from 121,071
Change-121,071 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 120,809
Change-120,809 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 120,630
Change-120,630 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 120,184
Change-120,184 (-100%)
Value—
Laura & John Arnold Foundation
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 119,699
Change-119,699 (-100%)
Value—
Chescapmanager LLC
N/A
Shares— from 119,500
Change-119,500 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 119,451
Change-119,451 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 118,386
Change-118,386 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 117,848
Change-117,848 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 117,702
Change-117,702 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 117,679
Change-117,679 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 117,314
Change-117,314 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 116,785
Change-116,785 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 116,543
Change-116,543 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 115,989
Change-115,989 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 115,976
Change-115,976 (-100%)
Value—
Shellback Capital, LP
N/A
Shares— from 115,000
Change-115,000 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 114,869
Change-114,869 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 113,779
Change-113,779 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 113,638
Change-113,638 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 113,000
Change-113,000 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 112,677
Change-112,677 (-100%)
Value—
Lone Peak Global Investors LLC
N/A
Shares— from 112,671
Change-112,671 (-100%)
Value—
Ogborne Capital Management, LLC
N/A
Shares— from 112,500
Change-112,500 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 111,960
Change-111,960 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 111,357
Change-111,357 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 110,564
Change-110,564 (-100%)
Value—
Triavera Capital LLC
N/A
Shares— from 110,076
Change-110,076 (-100%)
Value—
Wishbone Management, LP
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 109,600
Change-109,600 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 109,314
Change-109,314 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 108,961
Change-108,961 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 108,516
Change-108,516 (-100%)
Value—
Sellaronda Global Management LP
N/A
Shares— from 108,500
Change-108,500 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 108,474
Change-108,474 (-100%)
Value—
Maple Rock Capital Partners Inc.
N/A
Shares— from 108,000
Change-108,000 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 107,882
Change-107,882 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 107,871
Change-107,871 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 107,410
Change-107,410 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 107,243
Change-107,243 (-100%)
Value—
Zeno Equity Partners LLP
N/A
Shares— from 107,007
Change-107,007 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 106,605
Change-106,605 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 106,527
Change-106,527 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 106,509
Change-106,509 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 106,419
Change-106,419 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 106,190
Change-106,190 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 106,184
Change-106,184 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 105,889
Change-105,889 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 105,551
Change-105,551 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 105,222
Change-105,222 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 105,103
Change-105,103 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 104,909
Change-104,909 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 104,748
Change-104,748 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 104,575
Change-104,575 (-100%)
Value—
Claar Advisors LLC
N/A
Shares— from 104,353
Change-104,353 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 104,000
Change-104,000 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 103,554
Change-103,554 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 103,553
Change-103,553 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 102,816
Change-102,816 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 102,598
Change-102,598 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 102,237
Change-102,237 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 102,045
Change-102,045 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 101,621
Change-101,621 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 101,001
Change-101,001 (-100%)
Value—
Keenan Capital, LLC
N/A
Shares— from 101,000
Change-101,000 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 100,227
Change-100,227 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 100,173
Change-100,173 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 99,104
Change-99,104 (-100%)
Value—
Bluegrass Capital Partners LP
N/A
Shares— from 99,000
Change-99,000 (-100%)
Value—
Bwcp, LP
N/A
Shares— from 98,983
Change-98,983 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 98,512
Change-98,512 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 98,091
Change-98,091 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 97,500
Change-97,500 (-100%)
Value—
Incline Global Management LLC
N/A
Shares— from 97,445
Change-97,445 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 96,585
Change-96,585 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 96,432
Change-96,432 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 96,111
Change-96,111 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 96,050
Change-96,050 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 95,897
Change-95,897 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 95,828
Change-95,828 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 95,715
Change-95,715 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 95,024
Change-95,024 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 94,827
Change-94,827 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 94,288
Change-94,288 (-100%)
Value—
H Squared Management LP
N/A
Shares— from 94,125
Change-94,125 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 94,068
Change-94,068 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 93,883
Change-93,883 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 93,630
Change-93,630 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 93,627
Change-93,627 (-100%)
Value—
Arrow Capital Management, LLC
N/A
Shares— from 93,248
Change-93,248 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 92,851
Change-92,851 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 92,713
Change-92,713 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 92,387
Change-92,387 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 91,676
Change-91,676 (-100%)
Value—
Pangea Capital Gestao de Recursos Ltda.
N/A
Shares— from 91,221
Change-91,221 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 91,158
Change-91,158 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 90,935
Change-90,935 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 90,665
Change-90,665 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 90,504
Change-90,504 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 90,105
Change-90,105 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 89,991
Change-89,991 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 89,321
Change-89,321 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 89,124
Change-89,124 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 89,098
Change-89,098 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 89,001
Change-89,001 (-100%)
Value—
Kids Capital Management, L.P.
N/A
Shares— from 89,000
Change-89,000 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 88,888
Change-88,888 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 88,803
Change-88,803 (-100%)
Value—
Tremblant Capital Group
N/A
Shares— from 88,686
Change-88,686 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 88,160
Change-88,160 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 88,107
Change-88,107 (-100%)
Value—
Cooper Creek Partners Management LLC
N/A
Shares— from 88,046
Change-88,046 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 87,976
Change-87,976 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 87,910
Change-87,910 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 87,904
Change-87,904 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 87,629
Change-87,629 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 87,304
Change-87,304 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 87,107
Change-87,107 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 87,047
Change-87,047 (-100%)
Value—
NWI Management LP
N/A
Shares— from 87,000
Change-87,000 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 86,856
Change-86,856 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 86,798
Change-86,798 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 86,722
Change-86,722 (-100%)
Value—
Hound Partners, LLC
N/A
Shares— from 86,440
Change-86,440 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 86,413
Change-86,413 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 86,221
Change-86,221 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 86,044
Change-86,044 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 85,521
Change-85,521 (-100%)
Value—
CIM, LLC
N/A
Shares— from 85,520
Change-85,520 (-100%)
Value—
Arthedge Capital Management, LLC
N/A
Shares— from 84,860
Change-84,860 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 84,750
Change-84,750 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 84,414
Change-84,414 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 84,309
Change-84,309 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 83,800
Change-83,800 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 83,615
Change-83,615 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 83,305
Change-83,305 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 83,300
Change-83,300 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 82,954
Change-82,954 (-100%)
Value—
Altrafin AG
N/A
Shares— from 82,803
Change-82,803 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 82,523
Change-82,523 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 82,088
Change-82,088 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 81,917
Change-81,917 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 81,817
Change-81,817 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 81,721
Change-81,721 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 81,207
Change-81,207 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 80,856
Change-80,856 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 80,728
Change-80,728 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 80,609
Change-80,609 (-100%)
Value—
Tiptree Advisors, LLC
N/A
Shares— from 80,500
Change-80,500 (-100%)
Value—
Night Squared LP
N/A
Shares— from 80,378
Change-80,378 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 80,342
Change-80,342 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 80,295
Change-80,295 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 80,239
Change-80,239 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 80,200
Change-80,200 (-100%)
Value—
Georgetown University
N/A
Shares— from 79,872
Change-79,872 (-100%)
Value—
Lynwood Price Capital Management LP
N/A
Shares— from 79,445
Change-79,445 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 78,986
Change-78,986 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 78,295
Change-78,295 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 78,265
Change-78,265 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 78,201
Change-78,201 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 78,159
Change-78,159 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 78,112
Change-78,112 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 77,879
Change-77,879 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 77,084
Change-77,084 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 76,356
Change-76,356 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 75,794
Change-75,794 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 75,602
Change-75,602 (-100%)
Value—
Jackson Hill Advisors, LLC
N/A
Shares— from 75,500
Change-75,500 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 75,046
Change-75,046 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 74,099
Change-74,099 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 74,024
Change-74,024 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 73,894
Change-73,894 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 73,788
Change-73,788 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 73,740
Change-73,740 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 73,472
Change-73,472 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 73,397
Change-73,397 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 73,039
Change-73,039 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 72,899
Change-72,899 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 72,668
Change-72,668 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 72,532
Change-72,532 (-100%)
Value—
Visualize Group LP
N/A
Shares— from 72,500
Change-72,500 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 72,444
Change-72,444 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 72,380
Change-72,380 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 72,285
Change-72,285 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 72,200
Change-72,200 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 72,068
Change-72,068 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 72,062
Change-72,062 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 71,982
Change-71,982 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 71,915
Change-71,915 (-100%)
Value—
Pelham Capital Ltd.
N/A
Shares— from 71,730
Change-71,730 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 71,625
Change-71,625 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 71,379
Change-71,379 (-100%)
Value—
Darwins River Capital, LP
N/A
Shares— from 71,354
Change-71,354 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 71,324
Change-71,324 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 70,389
Change-70,389 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 70,269
Change-70,269 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 70,098
Change-70,098 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 70,007
Change-70,007 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 69,596
Change-69,596 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 69,271
Change-69,271 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 69,000
Change-69,000 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 68,914
Change-68,914 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 68,888
Change-68,888 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 68,711
Change-68,711 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 68,514
Change-68,514 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 68,339
Change-68,339 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 68,148
Change-68,148 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 68,122
Change-68,122 (-100%)
Value—
Motco
N/A
Shares— from 68,052
Change-68,052 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 67,759
Change-67,759 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 67,682
Change-67,682 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 67,348
Change-67,348 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 67,193
Change-67,193 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 67,003
Change-67,003 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 66,821
Change-66,821 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 66,662
Change-66,662 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 66,180
Change-66,180 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 66,123
Change-66,123 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 66,025
Change-66,025 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 65,869
Change-65,869 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 65,681
Change-65,681 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 65,417
Change-65,417 (-100%)
Value—
Explore Capital Management, LLC
N/A
Shares— from 65,195
Change-65,195 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 65,158
Change-65,158 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 65,135
Change-65,135 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 64,976
Change-64,976 (-100%)
Value—
Trivest Advisors Ltd
N/A
Shares— from 64,960
Change-64,960 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 64,449
Change-64,449 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 64,409
Change-64,409 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 64,191
Change-64,191 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 64,135
Change-64,135 (-100%)
Value—
Freshford Capital Management, LLC
N/A
Shares— from 64,051
Change-64,051 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 64,036
Change-64,036 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 64,000
Change-64,000 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 63,768
Change-63,768 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 63,243
Change-63,243 (-100%)
Value—
Alden Global Capital LLC
N/A
Shares— from 63,213
Change-63,213 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 63,130
Change-63,130 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 62,834
Change-62,834 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 62,771
Change-62,771 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 62,543
Change-62,543 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 61,796
Change-61,796 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 61,627
Change-61,627 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 61,611
Change-61,611 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 61,551
Change-61,551 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 61,504
Change-61,504 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 61,330
Change-61,330 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 61,200
Change-61,200 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 61,162
Change-61,162 (-100%)
Value—
Varenne Capital Partners
N/A
Shares— from 61,050
Change-61,050 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 60,880
Change-60,880 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 60,790
Change-60,790 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 60,778
Change-60,778 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 60,746
Change-60,746 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 60,671
Change-60,671 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 60,519
Change-60,519 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 60,295
Change-60,295 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 60,216
Change-60,216 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 60,176
Change-60,176 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 59,827
Change-59,827 (-100%)
Value—
Saraza Management, LP
N/A
Shares— from 59,500
Change-59,500 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 59,428
Change-59,428 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 59,349
Change-59,349 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 59,183
Change-59,183 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 59,038
Change-59,038 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 58,707
Change-58,707 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 58,511
Change-58,511 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 58,413
Change-58,413 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 58,384
Change-58,384 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 58,255
Change-58,255 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 57,870
Change-57,870 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 57,553
Change-57,553 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 57,507
Change-57,507 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 57,480
Change-57,480 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 57,469
Change-57,469 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 57,463
Change-57,463 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 57,308
Change-57,308 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 57,105
Change-57,105 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 56,662
Change-56,662 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 56,550
Change-56,550 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 56,526
Change-56,526 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 56,500
Change-56,500 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 56,343
Change-56,343 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 55,929
Change-55,929 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 55,891
Change-55,891 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 55,860
Change-55,860 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 55,622
Change-55,622 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 55,413
Change-55,413 (-100%)
Value—
Black Cypress Capital Management, LLC
N/A
Shares— from 55,363
Change-55,363 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 55,274
Change-55,274 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 55,160
Change-55,160 (-100%)
Value—
Resolute Capital Asset Partners LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 54,719
Change-54,719 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 54,672
Change-54,672 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 54,104
Change-54,104 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 53,814
Change-53,814 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 53,686
Change-53,686 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 53,474
Change-53,474 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 53,311
Change-53,311 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 53,111
Change-53,111 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 53,097
Change-53,097 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 52,952
Change-52,952 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 52,818
Change-52,818 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 52,793
Change-52,793 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 52,769
Change-52,769 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 52,710
Change-52,710 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 52,350
Change-52,350 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 52,348
Change-52,348 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 52,274
Change-52,274 (-100%)
Value—
Q Global Advisors, LLC
N/A
Shares— from 52,000
Change-52,000 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 51,917
Change-51,917 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 51,588
Change-51,588 (-100%)
Value—
KP Management LLC
N/A
Shares— from 51,500
Change-51,500 (-100%)
Value—
CNA Financial Corp
N/A
Shares— from 51,500
Change-51,500 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 51,255
Change-51,255 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 51,184
Change-51,184 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 51,168
Change-51,168 (-100%)
Value—
Light Street Capital Management, LLC
N/A
Shares— from 51,000
Change-51,000 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 50,314
Change-50,314 (-100%)
Value—
Pamplona Capital Management, LLC
N/A
Shares— from 50,130
Change-50,130 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 50,094
Change-50,094 (-100%)
Value—
Infinitum Asset Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Fund 1 Investments, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 49,966
Change-49,966 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 49,495
Change-49,495 (-100%)
Value—
Governors Lane LP
N/A
Shares— from 49,483
Change-49,483 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 49,398
Change-49,398 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 49,396
Change-49,396 (-100%)
Value—
Riho Partners, LLC
N/A
Shares— from 49,318
Change-49,318 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 49,262
Change-49,262 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 49,260
Change-49,260 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 49,257
Change-49,257 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 49,077
Change-49,077 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 48,929
Change-48,929 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 48,829
Change-48,829 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 48,820
Change-48,820 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 48,780
Change-48,780 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 48,710
Change-48,710 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 48,390
Change-48,390 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 48,359
Change-48,359 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 48,319
Change-48,319 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 48,042
Change-48,042 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 48,010
Change-48,010 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 47,922
Change-47,922 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 47,918
Change-47,918 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 47,805
Change-47,805 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 47,669
Change-47,669 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 47,509
Change-47,509 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 47,129
Change-47,129 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 47,007
Change-47,007 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 46,998
Change-46,998 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 46,962
Change-46,962 (-100%)
Value—
Monimus Capital Management, LP
N/A
Shares— from 46,885
Change-46,885 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 46,872
Change-46,872 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 46,843
Change-46,843 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 46,834
Change-46,834 (-100%)
Value—
Ketron Financial
N/A
Shares— from 46,830
Change-46,830 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 46,500
Change-46,500 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 46,411
Change-46,411 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 46,400
Change-46,400 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 46,219
Change-46,219 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 45,652
Change-45,652 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 45,646
Change-45,646 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 45,548
Change-45,548 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 45,466
Change-45,466 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 45,350
Change-45,350 (-100%)
Value—
Optas, LLC
N/A
Shares— from 44,946
Change-44,946 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 44,883
Change-44,883 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 44,748
Change-44,748 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 44,526
Change-44,526 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 44,512
Change-44,512 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 44,474
Change-44,474 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 44,350
Change-44,350 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 44,044
Change-44,044 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 44,012
Change-44,012 (-100%)
Value—
Atika Capital Management LLC
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 43,990
Change-43,990 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 43,840
Change-43,840 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 43,803
Change-43,803 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 43,742
Change-43,742 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 43,400
Change-43,400 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 43,388
Change-43,388 (-100%)
Value—
Spinecap SAS
N/A
Shares— from 43,353
Change-43,353 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 43,238
Change-43,238 (-100%)
Value—
Spark Investment Management LLC
N/A
Shares— from 43,180
Change-43,180 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 43,150
Change-43,150 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 43,126
Change-43,126 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 42,939
Change-42,939 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 42,756
Change-42,756 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 42,740
Change-42,740 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 42,705
Change-42,705 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 42,683
Change-42,683 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 42,543
Change-42,543 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 42,463
Change-42,463 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 42,454
Change-42,454 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 42,407
Change-42,407 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 42,379
Change-42,379 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 42,316
Change-42,316 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 42,177
Change-42,177 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 41,797
Change-41,797 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 41,643
Change-41,643 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 41,498
Change-41,498 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 41,390
Change-41,390 (-100%)
Value—
Calydon Capital
N/A
Shares— from 41,306
Change-41,306 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 41,237
Change-41,237 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 41,100
Change-41,100 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 40,900
Change-40,900 (-100%)
Value—
Brilliance Asset Management LTD
N/A
Shares— from 40,877
Change-40,877 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 40,856
Change-40,856 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 40,763
Change-40,763 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 40,692
Change-40,692 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 40,668
Change-40,668 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 40,601
Change-40,601 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 40,555
Change-40,555 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 40,536
Change-40,536 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 40,443
Change-40,443 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 40,168
Change-40,168 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 40,126
Change-40,126 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 40,112
Change-40,112 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
CNB Bank
N/A
Shares— from 39,995
Change-39,995 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 39,848
Change-39,848 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 39,804
Change-39,804 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 39,624
Change-39,624 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 39,366
Change-39,366 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 39,364
Change-39,364 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 39,285
Change-39,285 (-100%)
Value—
Panoramic Capital, LLC
N/A
Shares— from 39,251
Change-39,251 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 39,093
Change-39,093 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 38,852
Change-38,852 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 38,832
Change-38,832 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 38,824
Change-38,824 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 38,761
Change-38,761 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 38,745
Change-38,745 (-100%)
Value—
Dumac, Inc.
N/A
Shares— from 38,679
Change-38,679 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 38,617
Change-38,617 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 38,222
Change-38,222 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 38,062
Change-38,062 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 38,025
Change-38,025 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 37,694
Change-37,694 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 37,655
Change-37,655 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 37,496
Change-37,496 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 37,385
Change-37,385 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 37,326
Change-37,326 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 36,896
Change-36,896 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 36,771
Change-36,771 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 36,753
Change-36,753 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 36,584
Change-36,584 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 36,580
Change-36,580 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 36,567
Change-36,567 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 36,563
Change-36,563 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 36,529
Change-36,529 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 36,445
Change-36,445 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 36,396
Change-36,396 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 36,360
Change-36,360 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 36,204
Change-36,204 (-100%)
Value—
Oberndorf William E
N/A
Shares— from 36,031
Change-36,031 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 35,975
Change-35,975 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 35,803
Change-35,803 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 35,777
Change-35,777 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 35,621
Change-35,621 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 35,596
Change-35,596 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 35,500
Change-35,500 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 35,492
Change-35,492 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 35,482
Change-35,482 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 35,426
Change-35,426 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 35,372
Change-35,372 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 35,279
Change-35,279 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 35,231
Change-35,231 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 35,091
Change-35,091 (-100%)
Value—
Harspring Capital Management, LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 34,765
Change-34,765 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 34,686
Change-34,686 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 34,578
Change-34,578 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 34,541
Change-34,541 (-100%)
Value—
Invst, LLC
N/A
Shares— from 34,470
Change-34,470 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 34,433
Change-34,433 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 34,412
Change-34,412 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 34,383
Change-34,383 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 34,374
Change-34,374 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 34,261
Change-34,261 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 34,118
Change-34,118 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 34,038
Change-34,038 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 34,002
Change-34,002 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 33,963
Change-33,963 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 33,932
Change-33,932 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 33,926
Change-33,926 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 33,844
Change-33,844 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 33,752
Change-33,752 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 33,667
Change-33,667 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 33,558
Change-33,558 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 33,557
Change-33,557 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 33,545
Change-33,545 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 33,369
Change-33,369 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 33,345
Change-33,345 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 33,255
Change-33,255 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 33,145
Change-33,145 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 33,060
Change-33,060 (-100%)
Value—
Metavasi Capital LP
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Soviero Asset Management, LP
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 32,903
Change-32,903 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 32,766
Change-32,766 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 32,607
Change-32,607 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 32,492
Change-32,492 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 32,404
Change-32,404 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 32,250
Change-32,250 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 32,235
Change-32,235 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 32,176
Change-32,176 (-100%)
Value—
Kettle Hill Capital Management, LLC
N/A
Shares— from 32,137
Change-32,137 (-100%)
Value—
Islander Capital Partners, L.P.
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 31,840
Change-31,840 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 31,780
Change-31,780 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 31,780
Change-31,780 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 31,627
Change-31,627 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 31,571
Change-31,571 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 31,558
Change-31,558 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 31,500
Change-31,500 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 31,349
Change-31,349 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 31,320
Change-31,320 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 31,313
Change-31,313 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 31,301
Change-31,301 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 31,295
Change-31,295 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 31,230
Change-31,230 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 31,169
Change-31,169 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 31,021
Change-31,021 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 30,957
Change-30,957 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 30,713
Change-30,713 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 30,407
Change-30,407 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 30,382
Change-30,382 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 30,369
Change-30,369 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 30,310
Change-30,310 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 30,245
Change-30,245 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 30,146
Change-30,146 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 30,044
Change-30,044 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 30,041
Change-30,041 (-100%)
Value—
Riposte Capital LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 29,967
Change-29,967 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 29,855
Change-29,855 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 29,841
Change-29,841 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 29,801
Change-29,801 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 29,704
Change-29,704 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 29,598
Change-29,598 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 29,559
Change-29,559 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 29,528
Change-29,528 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 29,515
Change-29,515 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 29,480
Change-29,480 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 29,470
Change-29,470 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 29,411
Change-29,411 (-100%)
Value—
EWA, LLC
N/A
Shares— from 29,379
Change-29,379 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 29,330
Change-29,330 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 29,261
Change-29,261 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 29,227
Change-29,227 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 29,213
Change-29,213 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 29,052
Change-29,052 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 29,046
Change-29,046 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 28,880
Change-28,880 (-100%)
Value—
First Washington Corp
N/A
Shares— from 28,857
Change-28,857 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 28,847
Change-28,847 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 28,829
Change-28,829 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 28,730
Change-28,730 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 28,719
Change-28,719 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 28,717
Change-28,717 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 28,652
Change-28,652 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 28,647
Change-28,647 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 28,618
Change-28,618 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 28,485
Change-28,485 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 28,290
Change-28,290 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 28,255
Change-28,255 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 28,201
Change-28,201 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 28,088
Change-28,088 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 27,986
Change-27,986 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 27,962
Change-27,962 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 27,902
Change-27,902 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 27,814
Change-27,814 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 27,775
Change-27,775 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 27,692
Change-27,692 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 27,644
Change-27,644 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 27,599
Change-27,599 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 27,535
Change-27,535 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 27,305
Change-27,305 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 27,247
Change-27,247 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 27,184
Change-27,184 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 27,170
Change-27,170 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 27,093
Change-27,093 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 27,013
Change-27,013 (-100%)
Value—
Harber Asset Management LLC
N/A
Shares— from 26,970
Change-26,970 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 26,922
Change-26,922 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 26,892
Change-26,892 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 26,802
Change-26,802 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 26,754
Change-26,754 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 26,738
Change-26,738 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 26,722
Change-26,722 (-100%)
Value—
NCP Inc.
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 26,684
Change-26,684 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 26,577
Change-26,577 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 26,553
Change-26,553 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 26,546
Change-26,546 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 26,459
Change-26,459 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 26,424
Change-26,424 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 26,373
Change-26,373 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 26,371
Change-26,371 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 26,370
Change-26,370 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 26,208
Change-26,208 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 26,182
Change-26,182 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 26,155
Change-26,155 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 26,091
Change-26,091 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 26,002
Change-26,002 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 26,001
Change-26,001 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 25,978
Change-25,978 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 25,934
Change-25,934 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 25,815
Change-25,815 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 25,788
Change-25,788 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 25,767
Change-25,767 (-100%)
Value—
Crescent Park Management, L.P.
N/A
Shares— from 25,640
Change-25,640 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 25,622
Change-25,622 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 25,621
Change-25,621 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 25,575
Change-25,575 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 25,566
Change-25,566 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 25,466
Change-25,466 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 25,353
Change-25,353 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 25,344
Change-25,344 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 25,300
Change-25,300 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 25,297
Change-25,297 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 25,241
Change-25,241 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 25,225
Change-25,225 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 25,203
Change-25,203 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 24,962
Change-24,962 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 24,838
Change-24,838 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 24,781
Change-24,781 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 24,747
Change-24,747 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 24,723
Change-24,723 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 24,617
Change-24,617 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 24,615
Change-24,615 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 24,570
Change-24,570 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 24,486
Change-24,486 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 24,304
Change-24,304 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 24,303
Change-24,303 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 24,296
Change-24,296 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 24,270
Change-24,270 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 24,253
Change-24,253 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 24,219
Change-24,219 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 24,212
Change-24,212 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 24,189
Change-24,189 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 24,148
Change-24,148 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 24,142
Change-24,142 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 24,122
Change-24,122 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 24,121
Change-24,121 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 24,076
Change-24,076 (-100%)
Value—
Cramer Rosenthal Mcglynn LLC
N/A
Shares— from 24,039
Change-24,039 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
ION Fund Management Ltd
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Morgens Waterfall Vintiadis & Co Inc
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 23,817
Change-23,817 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 23,735
Change-23,735 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 23,686
Change-23,686 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 23,647
Change-23,647 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 23,624
Change-23,624 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 23,594
Change-23,594 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 23,528
Change-23,528 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 23,495
Change-23,495 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 23,171
Change-23,171 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 23,105
Change-23,105 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 23,042
Change-23,042 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 22,987
Change-22,987 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 22,925
Change-22,925 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 22,918
Change-22,918 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 22,865
Change-22,865 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 22,845
Change-22,845 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 22,784
Change-22,784 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 22,644
Change-22,644 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 22,635
Change-22,635 (-100%)
Value—
Luxor Capital Group, LP
N/A
Shares— from 22,583
Change-22,583 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 22,394
Change-22,394 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 22,275
Change-22,275 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 22,243
Change-22,243 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 22,241
Change-22,241 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 22,183
Change-22,183 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 22,149
Change-22,149 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 22,096
Change-22,096 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 22,011
Change-22,011 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 22,005
Change-22,005 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 21,816
Change-21,816 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 21,779
Change-21,779 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 21,770
Change-21,770 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 21,766
Change-21,766 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 21,759
Change-21,759 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 21,747
Change-21,747 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 21,687
Change-21,687 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 21,641
Change-21,641 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 21,634
Change-21,634 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 21,557
Change-21,557 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 21,419
Change-21,419 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 21,371
Change-21,371 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 21,345
Change-21,345 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 21,335
Change-21,335 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 21,229
Change-21,229 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 21,215
Change-21,215 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 21,200
Change-21,200 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 21,182
Change-21,182 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 21,120
Change-21,120 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 21,101
Change-21,101 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 21,097
Change-21,097 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 21,029
Change-21,029 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 20,961
Change-20,961 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 20,952
Change-20,952 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 20,901
Change-20,901 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,765
Change-20,765 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 20,763
Change-20,763 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 20,710
Change-20,710 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 20,647
Change-20,647 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 20,640
Change-20,640 (-100%)
Value—
American Trust
N/A
Shares— from 20,559
Change-20,559 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 20,557
Change-20,557 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 20,551
Change-20,551 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 20,481
Change-20,481 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 20,461
Change-20,461 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 20,389
Change-20,389 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 20,356
Change-20,356 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 20,335
Change-20,335 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 20,333
Change-20,333 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 20,311
Change-20,311 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 20,265
Change-20,265 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 20,249
Change-20,249 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 20,242
Change-20,242 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 20,226
Change-20,226 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 20,203
Change-20,203 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 20,163
Change-20,163 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 20,086
Change-20,086 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 20,025
Change-20,025 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 20,017
Change-20,017 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 20,007
Change-20,007 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 20,006
Change-20,006 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Soapstone Management L.P.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 19,889
Change-19,889 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 19,848
Change-19,848 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 19,836
Change-19,836 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 19,780
Change-19,780 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 19,778
Change-19,778 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 19,721
Change-19,721 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 19,680
Change-19,680 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 19,668
Change-19,668 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 19,607
Change-19,607 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 19,578
Change-19,578 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 19,574
Change-19,574 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 19,562
Change-19,562 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 19,479
Change-19,479 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 19,478
Change-19,478 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 19,475
Change-19,475 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 19,430
Change-19,430 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 19,413
Change-19,413 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 19,338
Change-19,338 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 19,310
Change-19,310 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 19,280
Change-19,280 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 19,147
Change-19,147 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 19,142
Change-19,142 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 19,047
Change-19,047 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 19,047
Change-19,047 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 19,038
Change-19,038 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 19,035
Change-19,035 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 19,030
Change-19,030 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 19,006
Change-19,006 (-100%)
Value—
683 Capital Management, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 18,974
Change-18,974 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 18,881
Change-18,881 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 18,878
Change-18,878 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 18,859
Change-18,859 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 18,821
Change-18,821 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 18,821
Change-18,821 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 18,800
Change-18,800 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 18,676
Change-18,676 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 18,583
Change-18,583 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 18,574
Change-18,574 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 18,476
Change-18,476 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 18,377
Change-18,377 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 18,354
Change-18,354 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 18,331
Change-18,331 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 18,281
Change-18,281 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 18,204
Change-18,204 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 18,192
Change-18,192 (-100%)
Value—
Heard Capital LLC
N/A
Shares— from 18,060
Change-18,060 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 18,021
Change-18,021 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 17,977
Change-17,977 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 17,959
Change-17,959 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 17,871
Change-17,871 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 17,857
Change-17,857 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 17,761
Change-17,761 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 17,712
Change-17,712 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 17,702
Change-17,702 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 17,643
Change-17,643 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 17,638
Change-17,638 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 17,637
Change-17,637 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 17,583
Change-17,583 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 17,576
Change-17,576 (-100%)
Value—
Tabor Asset Management, LP
N/A
Shares— from 17,574
Change-17,574 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 17,573
Change-17,573 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 17,569
Change-17,569 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 17,447
Change-17,447 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 17,419
Change-17,419 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 17,403
Change-17,403 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 17,376
Change-17,376 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 17,272
Change-17,272 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 17,271
Change-17,271 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 17,214
Change-17,214 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 17,168
Change-17,168 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 17,137
Change-17,137 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 17,103
Change-17,103 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 17,062
Change-17,062 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 16,988
Change-16,988 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 16,915
Change-16,915 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 16,817
Change-16,817 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 16,815
Change-16,815 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 16,749
Change-16,749 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 16,728
Change-16,728 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 16,722
Change-16,722 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 16,678
Change-16,678 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 16,652
Change-16,652 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 16,612
Change-16,612 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 16,547
Change-16,547 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 16,535
Change-16,535 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 16,481
Change-16,481 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 16,441
Change-16,441 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 16,435
Change-16,435 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 16,357
Change-16,357 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 16,328
Change-16,328 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 16,301
Change-16,301 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 16,236
Change-16,236 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 16,107
Change-16,107 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 16,107
Change-16,107 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 16,066
Change-16,066 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 15,972
Change-15,972 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 15,930
Change-15,930 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 15,922
Change-15,922 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 15,899
Change-15,899 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 15,842
Change-15,842 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 15,758
Change-15,758 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 15,658
Change-15,658 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 15,647
Change-15,647 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 15,608
Change-15,608 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 15,586
Change-15,586 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 15,418
Change-15,418 (-100%)
Value—
AXA S.A.
N/A
Shares— from 15,396
Change-15,396 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 15,378
Change-15,378 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 15,296
Change-15,296 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 15,183
Change-15,183 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 15,165
Change-15,165 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 15,129
Change-15,129 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 15,086
Change-15,086 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 14,990
Change-14,990 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 14,980
Change-14,980 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 14,946
Change-14,946 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 14,912
Change-14,912 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 14,898
Change-14,898 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 14,847
Change-14,847 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 14,844
Change-14,844 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 14,803
Change-14,803 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,693
Change-14,693 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 14,649
Change-14,649 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 14,565
Change-14,565 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 14,518
Change-14,518 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 14,486
Change-14,486 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 14,464
Change-14,464 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 14,440
Change-14,440 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 14,402
Change-14,402 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 14,398
Change-14,398 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 14,365
Change-14,365 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 14,306
Change-14,306 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 14,198
Change-14,198 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 14,191
Change-14,191 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 14,187
Change-14,187 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 14,164
Change-14,164 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 14,121
Change-14,121 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 14,036
Change-14,036 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 14,026
Change-14,026 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 13,953
Change-13,953 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 13,919
Change-13,919 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 13,915
Change-13,915 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 13,848
Change-13,848 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 13,834
Change-13,834 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 13,824
Change-13,824 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 13,778
Change-13,778 (-100%)
Value—
Bank of Marin
N/A
Shares— from 13,753
Change-13,753 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 13,619
Change-13,619 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 13,590
Change-13,590 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 13,509
Change-13,509 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 13,467
Change-13,467 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 13,447
Change-13,447 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 13,406
Change-13,406 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 13,397
Change-13,397 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 13,389
Change-13,389 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 13,377
Change-13,377 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 13,376
Change-13,376 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 13,369
Change-13,369 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 13,320
Change-13,320 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 13,308
Change-13,308 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 13,306
Change-13,306 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 13,239
Change-13,239 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 13,223
Change-13,223 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 13,175
Change-13,175 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 13,093
Change-13,093 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 13,039
Change-13,039 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 12,996
Change-12,996 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 12,952
Change-12,952 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 12,930
Change-12,930 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 12,930
Change-12,930 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 12,873
Change-12,873 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 12,869
Change-12,869 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 12,849
Change-12,849 (-100%)
Value—
Lane Generational LLC
N/A
Shares— from 12,846
Change-12,846 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 12,777
Change-12,777 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 12,776
Change-12,776 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 12,552
Change-12,552 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 12,537
Change-12,537 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 12,519
Change-12,519 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 12,385
Change-12,385 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 12,374
Change-12,374 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 12,364
Change-12,364 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 12,335
Change-12,335 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 12,332
Change-12,332 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 12,330
Change-12,330 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 12,305
Change-12,305 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 12,260
Change-12,260 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 12,217
Change-12,217 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 12,216
Change-12,216 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 12,144
Change-12,144 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 12,127
Change-12,127 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 12,056
Change-12,056 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 12,034
Change-12,034 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 11,962
Change-11,962 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 11,944
Change-11,944 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 11,912
Change-11,912 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 11,841
Change-11,841 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 11,686
Change-11,686 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 11,677
Change-11,677 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 11,636
Change-11,636 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 11,536
Change-11,536 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 11,527
Change-11,527 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 11,462
Change-11,462 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 11,452
Change-11,452 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 11,395
Change-11,395 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 11,301
Change-11,301 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 11,223
Change-11,223 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 11,177
Change-11,177 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 11,168
Change-11,168 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 11,159
Change-11,159 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 11,021
Change-11,021 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 10,946
Change-10,946 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 10,936
Change-10,936 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 10,847
Change-10,847 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 10,788
Change-10,788 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 10,768
Change-10,768 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 10,757
Change-10,757 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 10,726
Change-10,726 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 10,653
Change-10,653 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 10,449
Change-10,449 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 10,412
Change-10,412 (-100%)
Value—
Members Trust Co
N/A
Shares— from 10,342
Change-10,342 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 10,306
Change-10,306 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 10,254
Change-10,254 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 10,243
Change-10,243 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 10,045
Change-10,045 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 10,024
Change-10,024 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 10,005
Change-10,005 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
Rogco, LP
N/A
Shares— from 9,993
Change-9,993 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 9,961
Change-9,961 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 9,954
Change-9,954 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 9,946
Change-9,946 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,862
Change-9,862 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 9,853
Change-9,853 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 9,829
Change-9,829 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 9,806
Change-9,806 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 9,727
Change-9,727 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 9,688
Change-9,688 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 9,667
Change-9,667 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 9,645
Change-9,645 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 9,557
Change-9,557 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 9,533
Change-9,533 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 9,503
Change-9,503 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 9,502
Change-9,502 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 9,488
Change-9,488 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 9,487
Change-9,487 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Dockside LLC
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 9,410
Change-9,410 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 9,405
Change-9,405 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 9,351
Change-9,351 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 9,320
Change-9,320 (-100%)
Value—
FCA Corp
N/A
Shares— from 9,302
Change-9,302 (-100%)
Value—
Caldwell Investment Management Ltd.
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 9,290
Change-9,290 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 9,259
Change-9,259 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 9,236
Change-9,236 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 9,178
Change-9,178 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 9,162
Change-9,162 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 9,158
Change-9,158 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 9,142
Change-9,142 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 9,106
Change-9,106 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 9,105
Change-9,105 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 9,062
Change-9,062 (-100%)
Value—
United Bank
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 8,917
Change-8,917 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 8,831
Change-8,831 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 8,817
Change-8,817 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 8,776
Change-8,776 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 8,752
Change-8,752 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 8,703
Change-8,703 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 8,693
Change-8,693 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 8,691
Change-8,691 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 8,539
Change-8,539 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 8,436
Change-8,436 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 8,420
Change-8,420 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 8,418
Change-8,418 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 8,387
Change-8,387 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 8,386
Change-8,386 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 8,384
Change-8,384 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 8,376
Change-8,376 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 8,374
Change-8,374 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 8,348
Change-8,348 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 8,286
Change-8,286 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 8,218
Change-8,218 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 8,161
Change-8,161 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 8,133
Change-8,133 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 8,120
Change-8,120 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 8,028
Change-8,028 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
CM Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Absolute Gestao de Investimentos Ltda.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 7,964
Change-7,964 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 7,928
Change-7,928 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 7,917
Change-7,917 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 7,837
Change-7,837 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 7,830
Change-7,830 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 7,809
Change-7,809 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 7,627
Change-7,627 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 7,580
Change-7,580 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 7,545
Change-7,545 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 7,512
Change-7,512 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 7,355
Change-7,355 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Centennial Bank
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 7,248
Change-7,248 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 7,244
Change-7,244 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 7,132
Change-7,132 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 7,062
Change-7,062 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 6,956
Change-6,956 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 6,903
Change-6,903 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 6,889
Change-6,889 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 6,859
Change-6,859 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 6,821
Change-6,821 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 6,819
Change-6,819 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 6,811
Change-6,811 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 6,799
Change-6,799 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 6,724
Change-6,724 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 6,466
Change-6,466 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 6,418
Change-6,418 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 6,339
Change-6,339 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 6,318
Change-6,318 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 6,011
Change-6,011 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 6,005
Change-6,005 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 6,001
Change-6,001 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 5,808
Change-5,808 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 5,793
Change-5,793 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,782
Change-5,782 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 5,772
Change-5,772 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 5,718
Change-5,718 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,641
Change-5,641 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 5,447
Change-5,447 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 5,276
Change-5,276 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 5,153
Change-5,153 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Union Square Park Capital Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Corient IA LP
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 4,925
Change-4,925 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,777
Change-4,777 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 4,706
Change-4,706 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
Stenham Asset Management Ltd
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 4,687
Change-4,687 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,672
Change-4,672 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 4,513
Change-4,513 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 4,451
Change-4,451 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 4,196
Change-4,196 (-100%)
Value—
Gallo Partners, LP
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
General Catalyst Group Management, LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 3,595
Change-3,595 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 3,432
Change-3,432 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Motley Fool Wealth Management, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
S&T Bank
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Bank OZK
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
OV Management LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
EQ LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Toews Corp
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Innovator Capital Management, LLC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
JAT Capital Mgmt LP
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Pura Vida Investments, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 980
Change-980 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 964
Change-964 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 958
Change-958 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 950
Change-950 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 867
Change-867 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 851
Change-851 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 839
Change-839 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 665
Change-665 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 600
Change-600 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 591
Change-591 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 490
Change-490 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 374
Change-374 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 362
Change-362 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 346
Change-346 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 300
Change-300 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 237
Change-237 (-100%)
Value—
Mizuho Financial Group Inc
N/A
Shares— from 210
Change-210 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 135
Change-135 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Quarry LP
N/A
Shares— from 90
Change-90 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 85
Change-85 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Akuna Securities LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED236,354,202233,211,684+3,142,518+1%$55.4B$58.7B+$3.3B2026-11-06
Amundi
INCREASED68,480,15663,822,242+4,657,914+7%$15.2B$17.1B+$1.9B2026-11-06
Bank of New York Mellon Corp
DECREASED67,948,18968,563,416-615,227-1%$16.3B$16.9B+$587.9M2026-11-05
Dimensional Fund Advisors LP
INCREASED44,798,14242,004,016+2,794,126+7%$10.0B$11.2B+$1.1B2026-11-04
Deutsche Bank Ag\
INCREASED36,805,74335,278,110+1,527,633+4%$8.4B$9.2B+$762.0M2026-11-06
Fisher Asset Management, LLC
INCREASED35,573,42034,978,432+594,988+2%$8.3B$8.9B+$526.4M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED29,601,19827,823,553+1,777,645+6%$6.6B$7.4B+$743.7M2026-11-05
Sanders Capital, LLC
DECREASED29,251,67629,352,719-101,0430%$7.0B$7.3B+$292.1M2026-11-02
Barclays PLC
INCREASED26,378,50626,081,505+297,001+1%$6.2B$6.6B+$355.9M2026-11-06
Assenagon Asset Management S.A.
INCREASED26,153,00817,832,409+8,320,599+47%$4.3B$6.5B+$2.3B2026-10-15
Sumitomo Mitsui Trust Group, Inc.
DECREASED24,283,10424,962,064-678,960-3%$5.9B$6.1B+$100.7M2026-10-29
LPL Financial LLC
INCREASED17,546,99017,124,075+422,915+2%$4.1B$4.4B+$290.5M2026-11-06
Citigroup Inc
DECREASED17,456,83319,088,378-1,631,545-9%$4.5B$4.3B-$200.2M2026-11-04
Swedbank AB
DECREASED16,093,03316,501,189-408,156-2%$3.9B$4.0B+$76.7M2026-10-27
Principal Financial Group Inc
DECREASED15,645,69917,085,402-1,439,703-8%$4.1B$3.9B-$174.0M2026-11-02
DekaBank Deutsche Girozentrale
INCREASED13,895,8499,474,775+4,421,074+47%$2.0M$3.4B+$3.4B2026-10-27
Russell Investments Group, Ltd.
INCREASED12,917,23812,517,823+399,415+3%$3.0B$3.2B+$228.2M2026-11-06
Aberdeen Group plc
INCREASED12,810,59611,979,550+831,046+7%$2.9B$3.2B+$336.6M2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED9,116,1539,484,845-368,692-4%$2.3B$2.3B+$10.7M2026-10-20
Pictet Asset Management Holding SA
INCREASED8,739,9308,560,088+179,842+2%$2.0B$2.2B+$137.0M2026-11-03
Parnassus Investments, LLC
INCREASED7,477,2646,903,653+573,611+8%$1.6B$1.9B+$217.5M2026-10-22
New York State Teachers Retirement System
DECREASED7,263,1107,539,604-276,494-4%$1.8B$1.8B+$12.6M2026-10-22
Daiwa Securities Group Inc.
INCREASED7,262,9906,213,142+1,049,848+17%$1.5B$1.8B+$328.7M2026-10-29
PNC Financial Services Group, Inc.
INCREASED6,835,0586,730,592+104,466+2%$1.6B$1.7B+$98.8M2026-11-06
MacKenzie Financial Corp
INCREASED6,814,4986,387,767+426,731+7%$1.5B$1.7B+$175.4M2026-11-02
Thrivent Financial for Lutherans
INCREASED6,573,4076,419,159+154,248+2%$1.5B$1.6B+$107.7M2026-11-05
KBC Group NV
DECREASED6,407,9476,416,243-8,2960%$1.5B$1.6B+$67.3M2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED6,333,2535,706,712+626,541+11%$1.4B$1.6B+$217.8M2026-11-03
US Bancorp \de\
INCREASED6,001,9475,986,857+15,090+0%$1.4B$1.5B+$68.5M2026-11-05
Fifth Third Bancorp
INCREASED5,732,9355,719,268+13,667+0%$1.4B$1.4B+$65.2M2026-11-05
ProShare Advisors LLC
INCREASED5,483,0955,326,097+156,998+3%$1.3B$1.4B+$96.7M2026-10-29
PFA Pension, Forsikringsaktieselskab
INCREASED5,448,7495,373,533+75,216+1%$1.3B$1.4B+$76.8M2026-11-06
Creative Planning
INCREASED5,051,6334,694,102+357,531+8%$1.1B$1.3B+$139.8M2026-11-02
Eurizon Capital SGR S.p.A.
INCREASED5,050,6084,948,499+102,109+2%$1.2B$1.3B+$74.7M2026-11-06
Alecta Tjanstepension Omsesidigt
DECREASED4,881,3004,992,300-111,000-2%$1.2B$1.2B+$26.9M2026-11-02
Temasek Holdings (Private) Ltd
INCREASED4,869,7134,570,184+299,529+7%$1.1B$1.2B+$124.0M2026-10-28
Egerton Capital (UK) LLP
INCREASED4,714,1273,573,408+1,140,719+32%$851.7M$1.2B+$322.8M2026-10-20
Asset Management One Co., Ltd.
DECREASED4,626,6924,661,019-34,327-1%$1.1B$1.2B+$41.8M2026-10-27
Ninety One UK Ltd
DECREASED4,549,8544,694,680-144,826-3%$1.1B$1.1B+$14.7M2026-10-15
Neos Investment Management LLC
INCREASED4,461,3833,933,172+528,211+13%$937.4M$1.1B+$174.1M2026-11-04
Truist Financial Corp
DECREASED4,345,1314,355,145-10,0140%$1.0B$1.1B+$44.6M2026-10-30
Flossbach VON Storch SE
DECREASED4,311,2285,500,511-1,189,283-22%$1.3B$1.1B-$236.8M2026-10-28
Allspring Global Investments Holdings, LLC
DECREASED4,127,2274,579,109-451,882-10%$1.1B$1.0B-$82.3M2026-11-04
Banque Pictet & CIE SA
DECREASED4,113,1534,144,678-31,525-1%$987.8M$1.0B+$36.9M2026-10-16
Brighton Jones LLC
INCREASED4,063,9234,042,874+21,049+1%$963.6M$1.0B+$48.9M2026-11-03
Commonwealth Equity Services, LLC
DECREASED3,998,3404,122,704-124,364-3%$982.6M$996.2M+$13.6M2026-11-02
Cardano Risk Management B.V.
INCREASED3,940,9542,909,831+1,031,123+35%$693.5M$981.9M+$288.4M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED3,888,1793,364,461+523,718+16%$758.0M$907.6M+$149.6M2026-10-13
Retirement Systems of Alabama
INCREASED3,802,7723,781,681+21,091+1%$901.3M$947.5M+$46.1M2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED3,737,0703,711,180+25,890+1%$885.7M$929.5M+$43.9M2026-10-29
CIBC Asset Management Inc
INCREASED3,554,1733,444,029+110,144+3%$820.7M$885.4M+$64.7M2026-11-05
Strs Ohio
DECREASED3,318,7813,498,544-179,763-5%$833.8M$826.9M-$7.0M2026-10-30
Calamos Advisors LLC
INCREASED3,246,8142,991,600+255,214+9%$713.0M$808.9M+$95.9M2026-11-02
King Luther Capital Management Corp
DECREASED3,236,0473,341,534-105,487-3%$796.4M$806.3M+$9.8M2026-11-05
SEB Asset Management AB
INCREASED3,131,8313,089,490+42,341+1%$736.3M$780.3M+$43.9M2026-11-04
State of New Jersey Common Pension Fund D
DECREASED3,127,6923,131,198-3,5060%$746.3M$779.3M+$33.0M2026-11-05
AGF Management LTD
INCREASED3,107,0273,060,490+46,537+2%$729.4M$774.1M+$44.7M2026-11-03
Keybank National Association
DECREASED3,097,9743,136,144-38,170-1%$747.5M$771.9M+$24.4M2026-11-04
UniSuper Management Pty Ltd
DECREASED3,031,2763,363,380-332,104-10%$801.6M$755.2M-$46.4M2026-10-26
Mawer Investment Management Ltd.
DECREASED2,909,8203,028,097-118,277-4%$721.7M$725.0M+$3.3M2026-11-06
PineStone Asset Management Inc.
INCREASED2,909,6102,778,800+130,810+5%$662.3M$724.9M+$62.6M2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED2,869,5862,237,842+631,744+28%$533.4M$714.9M+$181.5M2026-11-02
Nykredit A/S
INCREASED2,822,6732,813,162+9,511+0%$670.5M$703.3M+$32.8M2026-11-06
Czech National Bank
INCREASED2,820,2432,786,316+33,927+1%$664.1M$702.7M+$38.6M2026-10-13
Arizona State Retirement System
INCREASED2,712,2232,685,688+26,535+1%$640.1M$675.8M+$35.6M2026-11-03
Vontobel Holding Ltd.
DECREASED2,708,8142,955,038-246,224-8%$704.3M$674.9M-$29.4M2026-10-16
State of Michigan Retirement System
DECREASED2,580,2792,647,879-67,600-3%$631.1M$642.9M+$11.8M2026-10-27
Swiss Life Asset Management Ltd
DECREASED2,517,7122,566,642-48,930-2%$611.7M$627.3M+$15.6M2026-11-03
Fiera Capital Corp
DECREASED2,473,9142,600,029-126,115-5%$619.7M$616.4M-$3.3M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED2,470,4892,479,591-9,1020%$591.0M$615.5M+$24.5M2026-11-02
AMF Tjanstepension AB
DECREASED2,446,1402,466,179-20,039-1%$587.8M$609.5M+$21.7M2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED2,378,0912,514,375-136,284-5%$599.3M$592.5M-$6.8M2026-10-15
Candriam S.C.A.
DECREASED2,371,3502,595,539-224,189-9%$618.0M$593.0M-$25.0M2026-11-03
Assetmark, Inc
INCREASED2,326,6671,992,239+334,428+17%$474.8M$579.7M+$104.9M2026-10-21
Veritas Asset Management LLP
INCREASED2,325,8352,280,144+45,691+2%$543.4M$579.5M+$36.0M2026-11-05
Fort Washington Investment Advisors Inc
INCREASED2,316,4002,274,612+41,788+2%$542.1M$577.1M+$35.0M2026-10-15
TD Waterhouse Canada Inc.
INCREASED2,301,9832,257,562+44,421+2%$545.9M$572.0M+$26.1M2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED2,265,8462,268,868-3,0220%$540.8M$564.5M+$23.8M2026-10-30
Allen Investment Management, LLC
DECREASED2,260,3492,316,405-56,056-2%$552.1M$563.2M+$11.1M2026-11-03
IFM Investors Pty Ltd
INCREASED2,242,6262,178,126+64,500+3%$519.1M$558.8M+$39.6M2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED2,230,0272,248,322-18,295-1%$535.9M$555.6M+$19.7M2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED2,168,5892,162,118+6,471+0%$515.3M$540.3M+$25.0M2026-11-03
Great Lakes Advisors, LLC
DECREASED2,164,1392,187,677-23,538-1%$521.4M$539.2M+$17.8M2026-11-06
Rakuten Investment Management, Inc.
NEW2,096,285—+2,096,285——$517.1M—2026-10-30
Sustainable Growth Advisers, LP
DECREASED2,072,0282,281,329-209,301-9%$543.7M$516.2M-$27.5M2026-10-15
Xponance LLC
INCREASED2,045,2671,938,527+106,740+6%$462.0M$509.6M+$47.5M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED2,041,2092,017,909+23,300+1%$480.9M$508.6M+$27.6M2026-10-08
Nisa Investment Advisors, LLC
INCREASED2,032,3571,937,628+94,729+5%$461.8M$506.4M+$44.5M2026-10-20
Markel Group Inc.
UNCHANGED2,030,7602,030,76000%$484.0M$506.0M+$22.0M2026-10-30
Compagnie Lombard Odier SCmA
INCREASED2,010,1042,003,653+6,451+0%$477.6M$500.8M+$23.3M2026-11-04
Lido Advisors, LLC
INCREASED1,942,5081,788,485+154,023+9%$426.3M$484.0M+$57.7M2026-11-04
WT Asset Management Ltd
NEW1,921,596—+1,921,596——$478.8M—2026-10-28
Davenport & Co LLC
DECREASED1,898,0831,920,943-22,860-1%$458.4M$472.1M+$13.7M2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED1,892,5361,901,634-9,0980%$453.2M$471.5M+$18.3M2026-10-19
ABN Amro Investment Solutions
INCREASED1,891,7061,588,037+303,669+19%$378.5M$471.3M+$92.8M2026-10-21
Kestra Advisory Services, LLC
INCREASED1,882,1711,582,843+299,328+19%$377.3M$468.9M+$91.7M2026-11-02
Exchange Traded Concepts, LLC
INCREASED1,828,5211,024,153+804,368+79%$244.1M$455.6M+$211.5M2026-10-28
Sarasin & Partners LLP
DECREASED1,821,8191,918,208-96,389-5%$457.2M$453.9M-$3.3M2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED1,793,9281,743,929+49,999+3%$415.6M$447.0M+$31.3M2026-10-20
Quilter Plc
DECREASED1,751,3351,753,847-2,5120%$418.0M$436.3M+$18.3M2026-10-21
Virginia Retirement Systems ET Al
INCREASED1,714,0001,659,900+54,100+3%$395.6M$427.0M+$31.4M2026-10-28
Bank Pictet & Cie (Europe) AG
DECREASED1,700,9221,707,319-6,3970%$406.9M$423.8M+$16.9M2026-10-20
Amalgamated Bank
DECREASED1,684,9111,727,020-42,109-2%$411.6M$419.8M+$8.2M2026-10-23
OP Asset Management Ltd
INCREASED1,673,0171,272,550+400,467+31%$303.3M$416.8M+$113.5M2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED1,603,4361,631,428-27,992-2%$388.8M$399.5M+$10.7M2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED1,591,2761,319,324+271,952+21%$310.5K$392.3K+$81.8K2026-10-22
Gateway Investment Advisers LLC
INCREASED1,575,1871,559,806+15,381+1%$371.8M$392.5M+$20.7M2026-10-13
Milestone Resources Group Ltd
UNCHANGED1,522,5731,522,57300%$362.9M$379.3M+$16.5M2026-11-04
New York Life Investment Management LLC
INCREASED1,514,2721,492,511+21,761+1%$355.7M$377.3M+$21.6M2026-11-04
ASR Vermogensbeheer N.V.
INCREASED1,508,3281,451,577+56,751+4%$345.9M$375.8M+$29.8M2026-10-16
iA Global Asset Management Inc.
DECREASED1,476,4721,560,473-84,001-5%$371.9M$367.9M-$4.1M2026-10-29
Three Seasons Wealth, LLC
INCREASED1,476,3091,475,695+614+0%$351.7M$367.8M+$16.1M2026-11-03
LBP AM SA
DECREASED1,462,5862,124,441-661,855-31%$506.3M$364.4M-$141.9M2026-11-06
Aegon Asset Management UK PLC
INCREASED1,456,2781,455,542+736+0%$346.9M$362.8M+$15.9M2026-11-04
Achmea Investment Management B.V.
NEW1,452,159—+1,452,159——$362.1M—2026-10-30
Meitav Investment House LTD
INCREASED1,411,8361,321,674+90,162+7%$315.0M$351.7M+$36.7M2026-10-28
Factory Mutual Insurance Co
INCREASED1,405,6991,383,424+22,275+2%$329.7M$350.2M+$20.5M2026-10-30
GF Fund Management Co. Ltd.
INCREASED1,402,6911,241,232+161,459+13%$295.8M$349.5M+$53.6M2026-10-26
Union Bancaire Privee, UBP SA
INCREASED1,376,0031,325,519+50,484+4%$291.2M$309.4M+$18.2M2026-11-04
William Blair Investment Management, LLC
DECREASED1,332,8031,987,085-654,282-33%$473.6M$332.1M-$141.5M2026-11-06
Montrusco Bolton Investments Inc.
DECREASED1,307,3431,576,144-268,801-17%$375.7M$325.7M-$49.9M2026-10-13
TrinityBridge Ltd
DECREASED1,226,3391,519,591-293,252-19%$362.0M$305.5M-$56.4M2026-10-30
Oregon Public Employees Retirement Fund
INCREASED1,206,7851,203,651+3,134+0%$286.9M$300.7M+$13.8M2026-10-30
Locust Wood Capital Advisers, LLC
DECREASED1,200,3161,253,618-53,302-4%$298.8M$299.1M+$271.4K2026-11-03
Local Pensions Partnership Investment Ltd
DECREASED1,167,3901,193,090-25,700-2%$284.2M$290.9M+$6.6M2026-10-26
Raiffeisen Bank International AG
INCREASED1,159,4631,115,478+43,985+4%$267.5M$286.3M+$18.7M2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED1,107,1631,116,359-9,196-1%$266.1M$275.8M+$9.8M2026-11-05
State of Alaska, Department of Revenue
DECREASED1,100,9951,130,355-29,360-3%$269.4M$274.3M+$4.9M2026-10-15
MKP Capital Management, L.L.C.
INCREASED1,100,500219,825+880,675+401%$52.4M$274.2M+$221.8M2026-11-04
Border to Coast Pensions Partnership Ltd
INCREASED1,089,900989,296+100,604+10%$235.6M$271.1M+$35.6M2026-10-09
Mutual of America Capital Management LLC
DECREASED1,031,2731,031,523-2500%$245.9M$256.9M+$11.1M2026-10-23
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED1,020,8671,020,86700%$243.3M$254.3M+$11.0M2026-10-30
Everett Harris & Co
DECREASED1,019,7511,021,200-1,4490%$243.4M$254.1M+$10.7M2026-10-28
Natixis
INCREASED997,37343,859+953,514+2174%$10.5M$248.5M+$238.0M2026-11-06
Hyperion Asset Management Ltd
DECREASED985,1451,227,545-242,400-20%$292.6M$245.4M-$47.1M2026-10-20
C WorldWide Group Holding A/S
DECREASED982,7111,053,605-70,894-7%$251.1M$244.8M-$6.3M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED973,401720,984+252,417+35%$171.8M$242.5M+$70.7M2026-10-16
Yousif Capital Management, LLC
INCREASED971,254967,285+3,969+0%$230.5M$242.0M+$11.4M2026-10-22
Antipodes Partners Ltd
DECREASED963,884996,493-32,609-3%$237.5M$240.2M+$2.6M2026-11-05
Avanza Fonder AB
INCREASED946,806844,210+102,596+12%$201.2M$235.9M+$34.7M2026-10-13
Ethic Inc.
INCREASED906,014855,892+50,122+6%$204.0M$225.7M+$21.7M2026-11-03
Cullen T Bankers, Inc.
INCREASED904,923890,254+14,669+2%$212.2M$225.5M+$13.3M2026-10-28
Midwest Trust Co
DECREASED901,279922,568-21,289-2%$219.9M$224.6M+$4.7M2026-10-22
Generate Investment Management Ltd
INCREASED898,945707,199+191,746+27%$168.6M$224.0M+$55.4M2026-10-14
Regions Financial Corp
DECREASED891,806904,432-12,626-1%$215.6M$222.2M+$6.6M2026-11-05
Savant Capital, LLC
INCREASED877,787520,986+356,801+68%$132.4M$218.7M+$86.3M2026-11-06
Nicholas Company, Inc.
DECREASED872,361872,851-4900%$208.0M$217.3M+$9.3M2026-11-05
Yarbrough Capital, LLC
UNCHANGED863,464863,46400%$205.8M$215.1M+$9.3M2026-10-19
Oppenheimer & Co Inc
INCREASED842,620806,999+35,621+4%$192.3M$209.9M+$17.6M2026-10-26
E. Ohman J:or Asset Management AB
INCREASED828,960816,066+12,894+2%$194.5M$206.5M+$12.0M2026-10-22
Artemis Investment Management LLP
INCREASED811,885652,527+159,358+24%$155.5M$202.3M+$46.8M2026-10-08
D.A. Davidson & Co.
INCREASED802,378784,523+17,855+2%$187.0M$199.9M+$12.9M2026-10-28
James Hambro & Partners LLP
INCREASED785,685775,567+10,118+1%$184.7M$195.8M+$11.0M2026-10-19
Crestwood Advisors Group, LLC
DECREASED774,261783,936-9,675-1%$186.8M$192.9M+$6.1M2026-10-27
Kestra Private Wealth Services, LLC
INCREASED771,256763,107+8,149+1%$181.9M$192.2M+$10.3M2026-11-06
Ferguson Wellman Capital Management, Inc
INCREASED753,345745,418+7,927+1%$177.7M$187.7M+$10.0M2026-10-05
Argent Capital Management LLC
DECREASED752,764778,967-26,203-3%$185.7M$187.6M+$1.9M2026-10-05
Gulf International Bank (UK) Ltd
INCREASED751,782749,782+2,000+0%$178.7M$187.3M+$8.6M2026-10-20
Illinois Municipal Retirement Fund
INCREASED742,680742,644+360%$177.0M$185.0M+$8.0M2026-11-05
Congress Asset Management Co
INCREASED741,049733,843+7,206+1%$174.9M$184.6M+$9.7M2026-10-06
J. Safra Sarasin Holding AG
DECREASED733,758760,987-27,229-4%$167.9M$164.3M-$3.6M2026-10-26
Louisiana State Employees Retirement System
DECREASED729,000750,800-21,800-3%$178.9M$181.6M+$2.7M2026-10-20
Chicago Capital, LLC
DECREASED721,503730,843-9,340-1%$174.2M$179.8M+$5.6M2026-10-13
Glenview Trust Co
INCREASED702,939693,311+9,628+1%$165.2M$175.1M+$9.9M2026-10-28
HB Wealth Management, LLC
INCREASED701,687650,572+51,115+8%$155.1M$174.8M+$19.8M2026-10-23
UMB Bank, n.a.
DECREASED692,927721,467-28,540-4%$172.0M$172.6M+$688.3K2026-11-06
Citizens Financial Group Inc
DECREASED684,540686,590-2,0500%$163.6M$170.6M+$6.9M2026-10-23
Apollon Wealth Management, LLC
DECREASED672,542684,960-12,418-2%$163.3M$167.6M+$4.3M2026-10-23
Country Trust Bank
INCREASED672,485671,177+1,308+0%$160.0M$167.5M+$7.6M2026-10-30
Eastern Bank
DECREASED669,605670,857-1,2520%$159.9M$166.8M+$6.9M2026-10-05
Crossmark Global Holdings, Inc.
INCREASED654,599652,297+2,302+0%$155.5M$163.1M+$7.6M2026-10-21
Clearstead Advisors, LLC
INCREASED653,343633,986+19,357+3%$151.1M$162.8M+$11.7M2026-11-06
Merit Financial Group, LLC
INCREASED652,942610,008+42,934+7%$145.4M$162.7M+$17.3M2026-11-06
Traynor Capital Management, Inc.
INCREASED646,566639,319+7,247+1%$152.4M$161.1M+$8.7M2026-10-29
Badgley Phelps Wealth Managers, LLC
INCREASED646,070645,446+624+0%$153.8M$161.0M+$7.1M2026-10-22
M&G Plc
DECREASED639,754659,488-19,734-3%$157.0M$159.3M+$2.3M2026-11-04
Jefferies Financial Group Inc.
INCREASED634,584533,920+100,664+19%$127.3M$158.1M+$30.9M2026-11-05
Alphinity Investment Management Pty Ltd
DECREASED628,853635,168-6,315-1%$151.4M$156.7M+$5.3M2026-11-02
MFF Capital Investments Ltd
UNCHANGED620,442620,44200%$147.9M$154.6M+$6.7M2026-11-05
Allworth Financial LP
INCREASED618,015540,867+77,148+14%$128.9M$147.3M+$18.4M2026-11-06
Zevenbergen Capital Investments LLC
DECREASED617,565618,334-7690%$147.4M$153.9M+$6.5M2026-10-08
Vise Technologies, Inc.
NEW608,498—+608,498——$151.6M—2026-10-29
Farther Finance Advisors, LLC
INCREASED605,644530,949+74,695+14%$126.6M$150.9M+$24.3M2026-10-08
Hoey Investments, Inc
DECREASED594,136610,735-16,599-3%$145.6M$148.0M+$2.5M2026-10-29
Maryland State Retirement & Pension System
INCREASED593,477521,524+71,953+14%$124.3M$147.9M+$23.6M2026-11-05
Associated Banc-Corp
INCREASED583,892582,131+1,761+0%$138.7M$145.5M+$6.7M2026-10-30
Busey Bank
DECREASED579,451587,636-8,185-1%$140.1M$144.4M+$4.3M2026-10-26
Brookstone Capital Management
INCREASED579,306576,596+2,710+0%$137.4M$144.3M+$6.9M2026-10-22
Welch & Forbes LLC
DECREASED579,131579,893-7620%$138.2M$144.3M+$6.1M2026-11-04
Henshaw Capital LLC
INCREASED572,829325,629+247,200+76%$77.6M$142.7M+$65.1M2026-11-03
FengHe Fund Management Pte. Ltd.
NEW571,800—+571,800——$142.5M—2026-11-02
Chilton Capital Management LLC
INCREASED569,306544,152+25,154+5%$129.7M$141.8M+$12.1M2026-10-28
Northeast Investment Management
DECREASED562,893587,556-24,663-4%$140.0M$140.2M+$206.7K2026-10-30
SteelPeak Wealth, LLC
INCREASED561,153490,421+70,732+14%$116.9M$139.8M+$22.9M2026-10-16
Tokio Marine Asset Management Co LTD
INCREASED553,585539,631+13,954+3%$128.6M$137.9M+$9.3M2026-10-26
Pinnacle Associates LTD
INCREASED552,340545,210+7,130+1%$129.9M$137.6M+$7.7M2026-10-20
Prospera Financial Services Inc
INCREASED550,429454,422+96,007+21%$108.3M$132.3M+$24.0M2026-11-04
Gradient Investments LLC
DECREASED545,198597,018-51,820-9%$142.3M$135.8M-$6.5M2026-10-08
Birch Hill Investment Advisors LLC
DECREASED534,992546,745-11,753-2%$130.3M$133.3M+$3.0M2026-10-16
Fisher Funds Management LTD
DECREASED532,922597,393-64,471-11%$142.4M$132.8M-$9.6M2026-10-13
Douglas Lane & Associates, LLC
DECREASED531,417531,483-660%$126.7M$132.4M+$5.7M2026-10-09
Hartford Investment Management Co
DECREASED525,457541,225-15,768-3%$129.0M$130.9M+$1.9M2026-11-04
Adams Diversified Equity Fund, Inc.
DECREASED523,900529,400-5,500-1%$126.2M$130.5M+$4.4M2026-10-21
Triglav Investments, D.O.O.
INCREASED519,868483,982+35,886+7%$115.3M$129.5M+$14.2M2026-11-06
Oppenheimer Asset Management Inc.
DECREASED518,307543,209-24,902-5%$129.5M$129.1M-$332.2K2026-10-27
Cohen Klingenstein LLC
DECREASED517,025519,824-2,799-1%$123.9M$128.8M+$4.9M2026-10-15
Simplex Trading, LLC
INCREASED508,815405,198+103,617+26%$96.6M$126.8M+$30.2M2026-11-04
Motley Fool Asset Management LLC
DECREASED507,715559,628-51,913-9%$133.4M$126.5M-$6.9M2026-10-27
Nippon Life Global Investors Americas, Inc.
DECREASED496,360542,210-45,850-8%$129.2M$123.7M-$5.6M2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED490,841500,000-9,159-2%$119.2M$122.3M+$3.1M2026-10-20
Cornerstone Advisors, LLC
DECREASED489,250512,629-23,379-5%$122.2M$121.9M-$283.4K2026-11-06
New Mexico Educational Retirement Board
UNCHANGED486,696486,69600%$116.0M$121.3M+$5.3M2026-11-05
Salem Investment Counselors Inc
DECREASED484,645484,893-2480%$115.6M$120.7M+$5.2M2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED482,644453,648+28,996+6%$108.1M$120.3M+$12.1M2026-10-21
Atria Investments, Inc
INCREASED479,494422,002+57,492+14%$100.6M$119.5M+$18.9M2026-10-15
Riverbridge Partners LLC
DECREASED477,150504,618-27,468-5%$120.3M$118.9M-$1.4M2026-11-05
Barton Investment Management
DECREASED474,759486,832-12,073-2%$116.0M$118.3M+$2.3M2026-10-27
Daymark Wealth Partners, LLC
INCREASED466,629442,086+24,543+6%$105.4M$116.3M+$10.9M2026-11-04
Park Avenue Securities LLC
INCREASED462,295445,205+17,090+4%$106.1M$115.2M+$9.1M2026-10-26
Perpetual Ltd
INCREASED459,613261,351+198,262+76%$62.3M$114.5M+$52.2M2026-10-13
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED458,381474,381-16,000-3%$113.0M$114.2M+$1.2M2026-10-21
Ag2r LA Mondiale Gestion D'actifs
DECREASED456,303460,616-4,313-1%$109.8M$113.7M+$3.9M2026-10-26
Parallel Advisors, LLC
INCREASED454,354414,669+39,685+10%$98.8M$113.2M+$14.4M2026-11-03
I.G.Y. Ltd
UNCHANGED454,258454,25800%$108.3M$113.2M+$4.9M2026-10-22
Braun Stacey Associates Inc
DECREASED453,178461,472-8,294-2%$110.0M$112.9M+$2.9M2026-10-19
Wedbush Securities Inc
INCREASED452,655451,310+1,345+0%$107.6M$112.8M+$5.2M2026-10-22
Greenleaf Trust
DECREASED450,712461,920-11,208-2%$110.1M$112.3M+$2.2M2026-10-29
Signature Estate & Investment Advisors LLC
DECREASED448,651463,205-14,554-3%$110.4M$111.8M+$1.4M2026-10-13
Mission Wealth Management, LP
DECREASED444,948592,268-147,320-25%$141.2M$110.9M-$30.3M2026-10-15
Davidson Investment Advisors
DECREASED440,391447,774-7,383-2%$106.7M$109.7M+$3.0M2026-10-20
Bokf, NA
INCREASED437,417427,560+9,857+2%$101.9M$109.0M+$7.1M2026-10-27
Perigon Wealth Management, LLC
DECREASED435,536448,813-13,277-3%$107.0M$108.5M+$1.5M2026-10-22
Carnegie Investment Counsel
INCREASED434,798432,031+2,767+1%$103.0M$108.3M+$5.4M2026-10-20
Barr E S & Co
DECREASED430,735437,392-6,657-2%$104.2M$107.3M+$3.1M2026-11-06
Foster Dykema Cabot & Partners, LLC
INCREASED426,670234,823+191,847+82%$56.0M$106.3M+$50.3M2026-10-30
Mesirow Financial Investment Management, Inc.
INCREASED419,247410,159+9,088+2%$97.8M$104.5M+$6.7M2026-11-05
Maple Capital Management, Inc.
INCREASED415,061415,000+61+0%$98.9M$103.4M+$4.5M2026-11-02
First Citizens Bank & Trust Co
INCREASED412,242367,743+44,499+12%$87.6M$102.7M+$15.1M2026-10-14
MassMutual Private Wealth & Trust, FSB
DECREASED408,196430,794-22,598-5%$102.7M$101.7M-$973.4K2026-10-05
Fishman JAY A LTD
DECREASED408,010420,043-12,033-3%$100.1M$101.7M+$1.5M2026-10-26
Mcdonald Capital Investors Inc
DECREASED407,714462,374-54,660-12%$110.2M$101.6M-$8.6M2026-10-27
Sapient Capital LLC
DECREASED405,756409,113-3,357-1%$97.5M$101.1M+$3.6M2026-10-08
Washington Trust Co
DECREASED401,086401,700-6140%$95.7M$99.9M+$4.2M2026-10-22
J.W. Cole Advisors, Inc.
DECREASED400,001405,558-5,557-1%$96.7M$99.7M+$3.0M2026-11-05
Coronation Fund Managers Ltd.
INCREASED396,896362,012+34,884+10%$86.3M$98.9M+$12.6M2026-10-27
Independent Financial Group, LLC
DECREASED392,507398,253-5,746-1%$94.9M$97.8M+$2.9M2026-10-13
Generali Asset Management SPA SGR
INCREASED391,751344,060+47,691+14%$82.0M$97.6M+$15.6M2026-10-26
Choreo, LLC
INCREASED382,784371,646+11,138+3%$88.6M$95.4M+$6.8M2026-10-28
Americana Partners, LLC
INCREASED382,371370,851+11,520+3%$88.4M$95.3M+$6.9M2026-10-28
AIA Group Ltd
DECREASED380,798411,847-31,049-8%$98.2M$94.9M-$3.3M2026-10-30
Old National Bancorp
DECREASED377,676378,131-4550%$90.1M$94.1M+$4.0M2026-10-20
SBI Securities Co., Ltd.
DECREASED375,141377,671-2,530-1%$90.0M$93.5M+$3.5M2026-10-22
Canoe Financial LP
INCREASED373,810269,200+104,610+39%$64.2M$92.8M+$28.6M2026-10-21
Verus Capital Partners, LLC
DECREASED368,999370,738-1,7390%$88.4M$91.9M+$3.6M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED367,653320,122+47,531+15%$76.3M$92.0M+$15.7M2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED362,348361,898+450+0%$86.3M$90.3M+$4.0M2026-10-22
Florida Trust Wealth Management Co
INCREASED361,508355,627+5,881+2%$84.8M$90.1M+$5.3M2026-11-05
Sound Shore Management Inc
INCREASED361,485350,136+11,349+3%$83.5M$90.1M+$6.6M2026-11-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED359,971359,209+762+0%$85.6M$89.7M+$4.1M2026-10-22
Meyer Handelman Co
INCREASED359,305356,595+2,710+1%$85.0M$89.5M+$4.5M2026-10-28
Profund Advisors LLC
DECREASED357,976378,594-20,618-5%$90.2M$89.2M-$1.0M2026-10-29
Franklin Street Advisors Inc
INCREASED354,067337,412+16,655+5%$80.4M$88.2M+$7.8M2026-10-13
Diversify Advisory Services, LLC
INCREASED352,887343,596+9,291+3%$79.5M$89.9M+$10.4M2026-10-20
Diversify Wealth Management, LLC
INCREASED352,887343,596+9,291+3%$79.5M$89.9M+$10.4M2026-10-20
JIA Investment Alliance Pte. Ltd.
UNCHANGED352,880352,88000%$84.1M$87.9M+$3.8M2026-10-06
HUB Investment Partners, LLC
DECREASED352,606445,033-92,427-21%$106.1M$87.9M-$18.2M2026-11-03
Trust Co of Vermont
INCREASED351,034341,911+9,123+3%$81.5M$87.5M+$6.0M2026-10-21
Mogy Joel R Investment Counsel Inc
INCREASED349,335344,856+4,479+1%$82.2M$87.0M+$4.8M2026-10-13
Community Trust & Investment Co
INCREASED348,907339,579+9,328+3%$80.9M$86.9M+$6.0M2026-10-15
Meridian Wealth Management, LLC
DECREASED348,413352,472-4,059-1%$84.0M$86.8M+$2.8M2026-11-05
Howard Capital Management Group, LLC
DECREASED347,548347,652-1040%$82.9M$86.6M+$3.7M2026-10-16
Calamos Wealth Management LLC
INCREASED347,260345,246+2,014+1%$82.3M$86.5M+$4.2M2026-11-02
Staley Capital Advisers Inc
INCREASED344,511343,859+652+0%$82.0M$85.8M+$3.9M2026-11-06
Annex Advisory Services, LLC
DECREASED344,081354,980-10,899-3%$84.6M$85.7M+$1.1M2026-10-16
BSN Capital Partners Ltd
INCREASED340,000147,600+192,400+130%$34.2M$84.8M+$50.5M2026-10-23
IFP Advisors, Inc
INCREASED339,392328,243+11,149+3%$78.2M$84.6M+$6.3M2026-10-16
Howland Capital Management LLC
INCREASED339,027335,792+3,235+1%$80.0M$84.5M+$4.4M2026-10-22
Dana Investment Advisors, Inc.
DECREASED338,148361,823-23,675-7%$86.2M$84.2M-$2.0M2026-11-06
J. L. Bainbridge & Co., Inc.
INCREASED336,874327,328+9,546+3%$78.0M$83.9M+$5.9M2026-10-20
Chesley Taft & Associates LLC
DECREASED336,775340,030-3,255-1%$81.0M$83.9M+$2.9M2026-10-13
Marathon Asset Management Ltd
DECREASED332,912427,627-94,715-22%$101.9M$83.0M-$18.9M2026-10-26
KCM Investment Advisors LLC
DECREASED329,674330,195-5210%$78.7M$82.1M+$3.4M2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED327,453313,948+13,505+4%$74.8M$81.6M+$6.8M2026-10-27
Heritage Investors Management Corp
DECREASED327,121329,786-2,665-1%$78.6M$81.5M+$2.9M2026-10-29
MGO One Seven LLC
INCREASED325,587307,768+17,819+6%$73.4M$81.1M+$7.8M2026-10-28
Brooklands Fund Management Ltd
INCREASED325,27513,280+311,995+2349%$3.3M$81.0M+$77.8M2026-10-28
Empire Life Investments Inc.
INCREASED323,797319,666+4,131+1%$76.2M$80.7M+$4.5M2026-11-06
Spire Wealth Management
INCREASED321,484314,175+7,309+2%$74.9M$80.1M+$5.2M2026-10-30
Evergreen Capital Management LLC
DECREASED321,281325,697-4,416-1%$77.6M$80.0M+$2.4M2026-10-23
Obermeyer Wealth Partners
INCREASED321,227319,095+2,132+1%$76.1M$80.0M+$4.0M2026-10-21
Venture Visionary Partners LLC
INCREASED318,305300,394+17,911+6%$71.6M$79.3M+$7.7M2026-10-07
Signaturefd, LLC
INCREASED318,284300,700+17,584+6%$71.7M$79.3M+$7.6M2026-10-23
AMI Asset Management Corp
DECREASED316,201331,221-15,020-5%$78.9M$78.8M-$161.7K2026-10-20
Laurel Wealth Advisors LLC
INCREASED316,062315,498+564+0%$75.2M$78.7M+$3.6M2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED315,717273,469+42,248+15%$67.6M$80.2M+$12.7M2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
INCREASED315,140213,906+101,234+47%$51.0M$78.5M+$27.5M2026-10-26
Central Trust Co
DECREASED314,237320,815-6,578-2%$76.5M$78.3M+$1.8M2026-11-05
Alta Capital Management LLC/
DECREASED312,445371,480-59,035-16%$88.5M$77.8M-$10.7M2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED311,425303,241+8,184+3%$72.3M$77.6M+$5.3M2026-10-22
Munich Reinsurance Co Stock Corp in Munich
DECREASED311,207424,570-113,363-27%$101.2M$77.5M-$23.7M2026-10-30
Baldwin Wealth Partners LLC
DECREASED309,519312,500-2,981-1%$74.5M$77.1M+$2.6M2026-10-13
National Mutual Insurance Federation of Agricultural Cooperatives
INCREASED309,000270,000+39,000+14%$64.4M$77.0M+$12.6M2026-10-28
Capital Investment Advisors, LLC
INCREASED306,555299,416+7,139+2%$71.4M$76.4M+$5.0M2026-10-22
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
UNCHANGED306,239306,23900%$73.0M$76.3M+$3.3M2026-10-22
Blue Grotto Capital, LLC
INCREASED300,000100,000+200,000+200%$23.8M$74.7M+$50.9M2026-11-04
Milestones Administradora de Recursos Ltda.
INCREASED297,254281,149+16,105+6%$67.0M$74.1M+$7.1M2026-10-21
North Dakota State Investment Board
INCREASED297,118285,975+11,143+4%$68.2M$74.0M+$5.9M2026-10-27
Talbot Financial, LLC
INCREASED291,960290,773+1,187+0%$69.3M$72.7M+$3.4M2026-10-19
Baker Avenue Asset Management, LP
DECREASED291,338340,495-49,157-14%$81.2M$72.6M-$8.6M2026-11-06
General American Investors Co Inc
UNCHANGED291,000291,00000%$69.4M$72.5M+$3.1M2026-11-02
Roffman Miller Associates Inc
INCREASED290,594282,279+8,315+3%$67.3M$72.4M+$5.1M2026-10-19
Focus Financial Network, Inc.
DECREASED289,543298,452-8,909-3%$71.1M$72.1M+$1.0M2026-10-14
Gamma Investing LLC
INCREASED289,182261,491+27,691+11%$62.3M$72.0M+$9.7M2026-10-08
Sigma Planning Corp
DECREASED288,642298,285-9,643-3%$71.1M$71.3M+$219.8K2026-10-23
Wesbanco Bank Inc
DECREASED287,792397,916-110,124-28%$94.8M$71.7M-$23.1M2026-11-04
Boston Trust Walden Corp
INCREASED280,747236,568+44,179+19%$56.4M$69.9M+$13.6M2026-10-30
Sava Infond d.o.o.
INCREASED279,850132,620+147,230+111%$31.6M$69.7M+$38.1M2026-10-28
Larson Financial Group LLC
INCREASED276,541251,842+24,699+10%$60.0M$68.9M+$8.9M2026-11-05
Kapitalo Investimentos Ltda
DECREASED275,779459,139-183,360-40%$109.4M$68.7M-$40.7M2026-10-20
Quadrant Capital Group LLC
DECREASED275,119289,583-14,464-5%$69.0M$71.1M+$2.1M2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED273,169249,927+23,242+9%$59.6M$67.4M+$7.8M2026-10-28
Investment House LLC
DECREASED272,862348,447-75,585-22%$83.0M$68.0M-$15.1M2026-10-21
Belvedere Trading LLC
INCREASED272,699134,137+138,562+103%$32.0M$67.9M+$36.0M2026-11-05
Smith Salley Wealth Management
INCREASED271,830266,045+5,785+2%$63.4M$67.7M+$4.3M2026-11-03
Kimelman & Baird, LLC
DECREASED270,516272,198-1,682-1%$64.9M$67.4M+$2.5M2026-11-03
Bailard, Inc.
INCREASED270,167265,938+4,229+2%$63.4M$67.3M+$3.9M2026-10-13
Manitou Investment Management Ltd.
DECREASED270,160282,939-12,779-5%$67.4M$67.3M-$125.3K2026-10-15
Auto-Owners Insurance Co
DECREASED268,463358,490-90,027-25%$85.4M$66.9M-$18.6M2026-10-15
Value Partners Investments Inc.
INCREASED268,429244,050+24,379+10%$58.1M$66.9M+$8.9M2026-10-19
Private Wealth Partners, LLC
INCREASED266,875265,251+1,624+1%$63.2M$66.5M+$3.3M2026-10-22
AlphaCore Capital LLC
INCREASED265,120194,830+70,290+36%$46.4M$66.1M+$19.6M2026-11-04
Waycross Partners, LLC
DECREASED264,883296,566-31,683-11%$70.7M$66.0M-$4.7M2026-11-03
Moody Lynn Lieberson & Walker, LLC
INCREASED264,863251,450+13,413+5%$59.9M$66.0M+$6.1M2026-10-14
Global X Japan Co., Ltd.
DECREASED264,782265,671-8890%$63.3M$66.0M+$2.7M2026-10-21
Univest Financial Corp
DECREASED261,242269,380-8,138-3%$64.2M$65.1M+$884.4K2026-11-05
Ritholtz Wealth Management
INCREASED260,435251,646+8,789+3%$60.0M$64.9M+$4.9M2026-11-05
Avity Investment Management Inc.
DECREASED260,040261,453-1,413-1%$62.3M$64.8M+$2.5M2026-10-09
Central Securities Corp
UNCHANGED260,000260,00000%$62.0M$64.8M+$2.8M2026-11-06
Plato Investment Management Ltd
INCREASED255,048245,991+9,057+4%$58.3M$63.8M+$5.5M2026-11-05
Securian Asset Management, Inc
DECREASED254,964260,122-5,158-2%$64.3M$63.5M-$785.7K2026-11-06
Valeo Financial Advisors, LLC
INCREASED253,626251,509+2,117+1%$59.9M$63.2M+$3.2M2026-10-08
First American Bank
DECREASED250,806252,219-1,413-1%$60.1M$62.5M+$2.4M2026-10-27
Albion Financial Group
INCREASED249,928244,260+5,668+2%$58.2M$62.3M+$4.1M2026-10-21
Norris Perne & French LLP
INCREASED246,695228,227+18,468+8%$54.4M$61.5M+$7.1M2026-10-23
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED245,49222,186+223,306+1007%$5.3M$61.2M+$55.9M2026-11-04
Level Four Advisory Services, LLC
DECREASED244,322254,823-10,501-4%$60.7M$60.9M+$137.5K2026-11-06
Miller Wealth Advisors, LLC
DECREASED242,647246,110-3,463-1%$58.7M$60.5M+$1.8M2026-11-02
Moors & Cabot, Inc.
INCREASED242,202231,032+11,170+5%$55.1M$60.3M+$5.3M2026-11-06
Academy Capital Management
DECREASED242,072246,188-4,116-2%$58.7M$60.3M+$1.6M2026-11-05
CWA Asset Management Group, LLC
DECREASED241,488242,287-7990%$57.7M$60.2M+$2.4M2026-10-19
Archon Partners LLC
UNCHANGED240,000240,00000%$57.2M$59.8M+$2.6M2026-10-26
Parsons Capital Management Inc
INCREASED239,786237,617+2,169+1%$56.6M$59.7M+$3.1M2026-10-28
Modera Wealth Management, LLC
INCREASED238,723236,652+2,071+1%$56.4M$59.5M+$3.1M2026-10-28
Cambiar Investors LLC
INCREASED238,483224,579+13,904+6%$53.5M$59.4M+$5.9M2026-11-04
Y.D. More Investments Ltd
INCREASED236,501218,841+17,660+8%$52.2M$58.8M+$6.6M2026-11-02
Accredited Investors Inc.
DECREASED234,801235,475-6740%$56.1M$58.5M+$2.4M2026-11-03
Corda Investment Management, Llc.
DECREASED234,277235,839-1,562-1%$56.2M$58.4M+$2.2M2026-10-22
Eagle Global Advisors LLC
DECREASED234,203235,178-9750%$56.1M$58.4M+$2.3M2026-11-02
Middleton & Co Inc
DECREASED233,810239,934-6,124-3%$57.2M$58.3M+$1.1M2026-10-23
Adell Harriman & Carpenter Inc
INCREASED233,766230,801+2,965+1%$55.0M$58.2M+$3.2M2026-11-02
Zweig-DiMenna Associates LLC
INCREASED233,529226,579+6,950+3%$54.0M$58.2M+$4.2M2026-11-06
VestGen Advisors, LLC
INCREASED232,933227,153+5,780+3%$54.1M$58.0M+$3.9M2026-10-27
Harbor Investment Advisory, LLC
INCREASED231,490229,466+2,024+1%$54.7M$57.7M+$3.0M2026-10-13
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED230,630230,63000%$55.0M$57.5M+$2.5M2026-11-06
Highland Capital Management, LLC
INCREASED229,612155,429+74,183+48%$37.0M$57.2M+$20.2M2026-10-26
Hosking Partners LLP
DECREASED229,053244,346-15,293-6%$58.2M$57.1M-$1.2M2026-10-21
GC Wealth Management RIA, LLC
INCREASED228,742208,781+19,961+10%$49.8M$57.0M+$7.2M2026-11-02
Howard Capital Management, LLC
DECREASED228,419229,007-5880%$54.6M$56.9M+$2.3M2026-10-16
Baskin Financial Services Inc.
DECREASED226,412231,190-4,778-2%$55.1M$56.4M+$1.3M2026-10-19
Troy Asset Management Ltd
INCREASED226,256134,889+91,367+68%$32.1M$56.4M+$24.2M2026-10-28
Sowell Financial Services LLC
INCREASED226,048222,822+3,226+1%$53.1M$56.3M+$3.2M2026-10-23
Covea Finance
DECREASED223,722482,322-258,600-54%$115.0M$55.7M-$59.2M2026-10-21
United Asset Strategies, Inc.
DECREASED223,478242,330-18,852-8%$57.8M$55.7M-$2.1M2026-10-28
Compound Planning, Inc.
INCREASED222,924220,556+2,368+1%$52.6M$55.5M+$3.0M2026-11-05
Narwhal Capital Management
DECREASED222,122227,622-5,500-2%$54.3M$55.3M+$1.1M2026-11-04
Sterling Capital Management LLC
DECREASED221,047248,317-27,270-11%$59.2M$55.1M-$4.1M2026-10-22
Private Advisory Group LLC
DECREASED220,595224,386-3,791-2%$53.5M$55.0M+$1.5M2026-11-06
Fulton Breakefield Broenniman LLC
DECREASED219,611223,906-4,295-2%$53.4M$54.7M+$1.4M2026-11-03
Lmcg Investments, LLC
DECREASED218,526230,091-11,565-5%$54.8M$54.4M-$394.1K2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED216,367209,324+7,043+3%$49.9M$53.9M+$4.0M2026-10-29
Formuepleje A/S
INCREASED215,689193,555+22,134+11%$46.1M$53.7M+$7.6M2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED214,020207,227+6,793+3%$49.4M$53.3M+$3.9M2026-11-03
Wedmont Private Capital
INCREASED213,230175,224+38,006+22%$43.0M$54.2M+$11.2M2026-10-09
B. Riley Wealth Advisors, Inc.
INCREASED212,968151,373+61,595+41%$36.4M$53.1M+$16.7M2026-10-13
Kornitzer Capital Management Inc
DECREASED212,550223,223-10,673-5%$53.2M$53.0M-$246.1K2026-11-03
Weatherly Asset Management L. P.
DECREASED211,490214,242-2,752-1%$51.1M$52.7M+$1.6M2026-10-20
Nichols & Pratt Advisers LLP
DECREASED210,297210,376-790%$50.1M$52.2M+$2.1M2026-10-13
JAG Capital Management, LLC
DECREASED209,541258,142-48,601-19%$61.5M$52.2M-$9.3M2026-11-06
Aljian Capital Management, LLC
DECREASED209,415211,241-1,826-1%$50.3M$52.2M+$1.8M2026-10-28
Cortland Associates Inc
DECREASED208,466215,016-6,550-3%$51.2M$51.9M+$692.0K2026-10-29
Div Capital Phoenix Assets Ltd
UNCHANGED207,838207,83800%$49.5M$51.8M+$2.2M2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED205,643222,858-17,215-8%$56.7M$52.8M-$3.9M2026-10-29
Check Capital Management Inc
DECREASED204,802412,114-207,312-50%$98.2M$51.0M-$47.2M2026-11-05
Guinness Asset Management LTD
INCREASED204,481204,466+15+0%$48.7M$50.9M+$2.2M2026-11-05
AM Investment Strategies LLC
INCREASED203,774202,492+1,282+1%$48.3M$50.8M+$2.5M2026-11-05
Tamar Securities, LLC
DECREASED202,140209,225-7,085-3%$49.9M$50.4M+$496.5K2026-11-03
Payden & Rygel
INCREASED198,180163,980+34,200+21%$39.1M$49.4M+$10.3M2026-10-28
Strategic Planning Group, LLC
INCREASED198,076139,607+58,469+42%$33.3M$49.4M+$16.1M2026-10-22
Smith Chas P & Associates PA Cpas
INCREASED197,786195,038+2,748+1%$46.5M$49.4M+$3.0M2026-10-22
Pittenger & Anderson Inc
INCREASED197,196195,887+1,309+1%$46.7M$49.1M+$2.4M2026-11-02
Washington Trust Advisors, Inc.
DECREASED196,941198,001-1,060-1%$47.2M$49.1M+$1.9M2026-10-22
Park National Corp
DECREASED196,050197,533-1,483-1%$47.1M$48.8M+$1.8M2026-10-05
Mill Capital Management, LLC
INCREASED195,061193,725+1,336+1%$46.2M$48.6M+$2.4M2026-10-26
Vantage Investment Partners, LLC
DECREASED194,976202,120-7,144-4%$48.2M$48.6M+$405.0K2026-10-27
Tctc Holdings, LLC
INCREASED194,342193,982+360+0%$46.2M$48.4M+$2.2M2026-11-02
DDD Partners, LLC
INCREASED194,278185,222+9,056+5%$44.1M$48.4M+$4.3M2026-11-02
Beese Fulmer Investment Management, Inc.
INCREASED192,148190,655+1,493+1%$45.4M$47.9M+$2.4M2026-10-23
Forbes J M & Co LLP
INCREASED191,368190,368+1,000+1%$45.4M$47.7M+$2.3M2026-10-16
Provident Investment Management, Inc.
DECREASED191,141205,315-14,174-7%$48.9M$47.6M-$1.3M2026-10-23
Ascent Group, LLC
INCREASED189,760165,300+24,460+15%$39.4M$47.3M+$7.9M2026-10-30
Addenda Capital Inc.
INCREASED189,574179,982+9,592+5%$42.9M$47.3M+$4.4M2026-10-13
Means Investment Co., Inc.
INCREASED189,084188,114+970+1%$44.8M$47.1M+$2.3M2026-11-03
First National Trust Co
DECREASED189,005205,703-16,698-8%$49.0M$47.1M-$1.9M2026-10-28
Anderson Hoagland & Co
INCREASED188,331183,125+5,206+3%$43.6M$47.2M+$3.5M2026-10-23
International Assets Investment Management, LLC
INCREASED188,157186,975+1,182+1%$45.2M$46.7M+$1.6M2026-11-02
Waters Parkerson & Co., LLC
INCREASED187,738178,957+8,781+5%$42.7M$46.8M+$4.1M2026-11-04
Woodley Farra Manion Portfolio Management Inc
DECREASED187,092188,520-1,428-1%$44.9M$46.6M+$1.7M2026-11-05
Joel Isaacson & Co., LLC
DECREASED186,733190,668-3,935-2%$45.4M$46.5M+$1.1M2026-11-05
YHB Investment Advisors, Inc.
DECREASED186,013187,755-1,742-1%$44.7M$46.3M+$1.6M2026-10-08
Clifford Swan Investment Counsel LLC
INCREASED185,822174,841+10,981+6%$41.7M$46.3M+$4.6M2026-11-05
Nixon Peabody Trust Co
INCREASED184,574177,005+7,569+4%$42.2M$46.0M+$3.8M2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED183,899172,397+11,502+7%$42.7M$48.3M+$5.6M2026-10-21
Chicago Partners Investment Group LLC
INCREASED183,660170,152+13,508+8%$39.8M$45.5M+$5.8M2026-10-27
American National Bank & Trust
DECREASED183,204192,069-8,865-5%$45.8M$45.6M-$132.0K2026-10-07
Granite Investment Partners, LLC
INCREASED181,235176,444+4,791+3%$42.1M$45.2M+$3.1M2026-11-04
Lyell Wealth Management, LP
INCREASED180,852177,700+3,152+2%$42.4M$45.1M+$2.7M2026-10-30
Cache Advisors, LLC
INCREASED180,669159,103+21,566+14%$37.9M$45.0M+$7.1M2026-10-16
Edgemoor Investment Advisors, Inc.
DECREASED180,507181,457-950-1%$43.2M$45.0M+$1.7M2026-11-03
Farmers & Merchants Investments Inc
INCREASED178,820171,378+7,442+4%$40.8M$44.6M+$3.7M2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED178,432175,147+3,285+2%$41.7M$44.5M+$2.7M2026-10-29
Appleton Partners Inc
DECREASED175,977177,012-1,035-1%$42.2M$43.8M+$1.7M2026-10-30
Montag A & Associates Inc
DECREASED175,868176,710-8420%$42.1M$43.8M+$1.7M2026-10-29
Vest Financial, LLC
INCREASED174,943173,864+1,079+1%$41.4M$43.6M+$2.1M2026-10-21
Blue Zone Wealth Advisors, LLC
INCREASED174,855173,427+1,428+1%$41.3M$43.6M+$2.2M2026-10-19
Tran Capital Management, L.P.
DECREASED174,735175,984-1,249-1%$41.9M$43.5M+$1.6M2026-10-19
Petredis Investment Advisors LLC
INCREASED173,958170,176+3,782+2%$40.6M$43.3M+$2.8M2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED173,551138,545+35,006+25%$33.0M$43.2M+$10.2M2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED173,548170,477+3,071+2%$40.6M$43.2M+$2.6M2026-10-16
Dynamic Advisor Solutions LLC
INCREASED172,814169,533+3,281+2%$40.4M$43.1M+$2.6M2026-10-13
Equitable Trust Co
DECREASED172,492176,639-4,147-2%$42.1M$43.0M+$876.2K2026-10-13
Soltis Investment Advisors LLC
INCREASED172,238166,333+5,905+4%$39.6M$42.9M+$3.3M2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED171,278150,115+21,163+14%$35.8M$42.7M+$6.9M2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED170,562199,523-28,961-15%$47.6M$42.5M-$5.1M2026-10-16
Burney Co/
INCREASED170,467137,244+33,223+24%$32.7M$42.5M+$9.8M2026-10-15
McCollum Christoferson Group LLC
INCREASED169,911119,505+50,406+42%$12.3M$12.8M+$463.4K2026-10-13
Synergy Asset Management, LLC
DECREASED169,027173,957-4,930-3%$41.5M$42.1M+$652.2K2026-11-05
Krilogy Financial LLC
INCREASED168,340157,345+10,995+7%$37.5M$43.7M+$6.2M2026-10-13
Rockland Trust Co
INCREASED168,213101,684+66,529+65%$24.2M$41.9M+$17.7M2026-10-05
Principle Wealth Partners LLC
DECREASED167,665168,332-6670%$40.1M$41.8M+$1.7M2026-11-02
Reynders McVeigh Capital Management, LLC
INCREASED167,654166,954+700+0%$39.8M$41.8M+$2.0M2026-10-30
GW Henssler & Associates LTD
INCREASED166,992163,588+3,404+2%$39.0M$41.6M+$2.6M2026-10-26
ARS Wealth Advisors Group, LLC
DECREASED164,115165,174-1,059-1%$39.4M$40.9M+$1.5M2026-10-16
Axxcess Wealth Management, LLC
DECREASED163,618342,342-178,724-52%$81.2M$40.8M-$40.4M2026-10-21
Guyasuta Investment Advisors Inc
DECREASED163,535165,245-1,710-1%$39.4M$40.7M+$1.4M2026-10-15
Cidel Asset Management Inc
DECREASED163,003163,648-6450%$39.0M$40.6M+$1.6M2026-10-29
Integrity Alliance, Llc.
DECREASED161,939167,338-5,399-3%$39.9M$40.3M+$463.8K2026-10-29
Masterinvest Kapitalanlage GmbH
INCREASED160,656155,345+5,311+3%$37.0M$40.0M+$3.0M2026-11-03
LEE Danner & Bass Inc
INCREASED159,818158,824+994+1%$37.9M$39.8M+$2.0M2026-10-27
WestEnd Advisors, LLC
DECREASED158,850174,758-15,908-9%$41.7M$39.6M-$2.1M2026-10-27
Alta Advisers Ltd
INCREASED158,38193,977+64,404+69%$22.4M$39.5M+$17.1M2026-11-02
Pictet North America Advisors SA
INCREASED158,144139,822+18,322+13%$33.3M$39.4M+$6.1M2026-10-21
CX Institutional
DECREASED156,953175,196-18,243-10%$41.8M$39.1K-$41.7M2026-10-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED156,706157,545-839-1%$37.5M$39.0M+$1.5M2026-11-03
Solidarity Wealth, LLC
DECREASED156,663159,043-2,380-1%$37.9M$39.0M+$1.1M2026-10-15
Tritonpoint Wealth, LLC
DECREASED156,223158,540-2,317-1%$37.8M$38.9M+$1.1M2026-10-19
Washington Trust Bank
INCREASED155,895144,472+11,423+8%$34.4M$38.8M+$4.4M2026-11-03
One Way Holdings LLC
INCREASED155,539148,907+6,632+4%$35.5M$38.8M+$3.3M2026-10-29
GAM Holding AG
DECREASED154,542175,049-20,507-12%$41.7M$38.5M-$3.2M2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED154,222151,812+2,410+2%$36.2M$38.4M+$2.2M2026-10-23
Simon Quick Advisors, LLC
INCREASED154,204148,635+5,569+4%$35.4M$38.4M+$3.0M2026-10-26
Flagship Harbor Advisors, LLC
DECREASED153,166155,058-1,892-1%$37.0M$38.2M+$1.2M2026-10-26
Frank, Rimerman Advisors LLC
INCREASED152,680150,177+2,503+2%$35.8M$38.0M+$2.2M2026-10-16
Sagespring Wealth Partners, LLC
INCREASED152,291146,672+5,619+4%$35.0M$37.9M+$3.0M2026-10-22
Mather Group, Llc.
INCREASED152,283127,267+25,016+20%$30.3M$37.9M+$7.6M2026-10-14
KTF Investments, LLC
INCREASED151,350150,261+1,089+1%$35.8M$37.7M+$1.9M2026-10-23
Praxis Investment Management Inc
UNCHANGED151,010151,01000%$36.0M$37.6M+$1.6M2026-11-03
Beaumont Financial Advisors, LLC
DECREASED150,541151,329-788-1%$36.1M$37.5M+$1.4M2026-10-22
KMG Fiduciary Partners, LLC
DECREASED150,508155,096-4,588-3%$37.0M$37.5M+$533.4K2026-10-14
Richard C. Young & Co., Ltd.
DECREASED148,342150,071-1,729-1%$35.8M$37.0M+$1.2M2026-11-04
Makena Capital Management LLC
INCREASED148,238129,820+18,418+14%$30.9M$36.9M+$6.0M2026-11-06
Bryn Mawr Trust Advisors, LLC
INCREASED148,234114,167+34,067+30%$27.2M$36.9M+$9.7M2026-11-04
Alps Advisors Inc
INCREASED147,594141,489+6,105+4%$33.7M$36.8M+$3.1M2026-11-03
BLB&B Advisors, LLC
DECREASED147,567149,926-2,359-2%$35.7M$36.8M+$1.0M2026-10-27
EverSource Wealth Advisors, LLC
INCREASED147,546140,524+7,022+5%$33.5M$36.8M+$3.3M2026-11-04
Phraction Management LLC
INCREASED147,528145,203+2,325+2%$34.6M$36.8M+$2.1M2026-10-14
Everest Financial Group LLC
DECREASED147,138147,668-5300%$35.2M$36.7M+$1.5M2026-11-06
Abner Herrman & Brock LLC
DECREASED145,859147,717-1,858-1%$35.2M$36.3M+$1.1M2026-10-20
TD Private Client Wealth LLC
DECREASED145,772158,196-12,424-8%$37.7M$36.3M-$1.4M2026-10-28
Teamwork Financial Advisors, LLC
DECREASED144,540168,407-23,867-14%$40.1M$36.0M-$4.1M2026-10-19
Trinity Street Asset Management LLP
DECREASED144,296146,998-2,702-2%$35.0M$36.0M+$915.8K2026-10-16
Jessup Wealth Management, Inc
INCREASED143,167142,342+825+1%$33.9M$35.7M+$1.7M2026-10-20
Arkfeld Wealth Strategies, L.L.C.
DECREASED142,970145,516-2,546-2%$35.5M$37.2M+$1.6M2026-10-19
RFG Advisory, LLC
INCREASED142,762118,602+24,160+20%$28.3M$35.6M+$7.3M2026-11-03
Axxion S.A.
INCREASED141,497133,913+7,584+6%$28.0M$35.6M+$7.6M2026-10-22
Deltec Asset Management LLC
DECREASED141,312152,221-10,909-7%$36.3M$35.2M-$1.1M2026-10-26
Burns J W & Co Inc
INCREASED141,160139,338+1,822+1%$33.2M$35.2M+$2.0M2026-10-20
Coastline Trust Co
DECREASED141,055150,624-9,569-6%$35.9M$35.1M-$755.9K2026-10-01
Oriental Harbor Investment Master Fund
INCREASED140,99259,897+81,095+135%$14.3M$35.1M+$20.9M2026-10-22
Privium Fund Management B.V.
UNCHANGED140,000140,00000%$33.4M$34.9M+$1.5M2026-11-03
Convergence Investment Partners, LLC
INCREASED139,91882,795+57,123+69%$19.7M$34.9M+$15.1M2026-10-28
Aviance Capital Partners, LLC
DECREASED139,123139,415-2920%$33.2M$34.7M+$1.4M2026-10-29
Coerente Capital Management
DECREASED138,580139,131-5510%$33.2M$34.5M+$1.4M2026-10-29
PKO Investment Management Joint-Stock Co
DECREASED138,000143,000-5,000-3%$34.1M$34.4M+$300.1K2026-10-19
Bochk Asset Management Ltd
INCREASED137,96588,990+48,975+55%$21.2M$34.4M+$13.2M2026-10-29
Matrix Asset Advisors Inc
INCREASED137,391133,816+3,575+3%$31.9M$34.2M+$2.3M2026-10-13
Meiji Yasuda America Inc
INCREASED137,271110,623+26,648+24%$26.4M$34.2M+$7.8M2026-10-22
Turtle Creek Wealth Advisors, LLC
INCREASED137,066125,677+11,389+9%$30.0M$34.1M+$4.2M2026-10-15
Hartline Investment Corp/
DECREASED136,698141,300-4,602-3%$33.7M$34.1M+$380.9K2026-10-29
SP Asset Management LLC
INCREASED136,668136,568+100+0%$32.5M$34.1M+$1.5M2026-11-05
Globalt Investments LLC / GA
INCREASED136,350112,845+23,505+21%$26.9M$34.0M+$7.1M2026-10-27
Wedge Capital Management L L P
INCREASED136,14114,828+121,313+818%$3.5M$33.9M+$30.4M2026-10-13
Creative Financial Designs Inc
INCREASED136,112130,330+5,782+4%$31.1M$33.9M+$2.8M2026-11-04
Jacobs & Co
DECREASED136,032136,344-3120%$32.5M$33.9M+$1.4M2026-10-09
Eulav Asset Management
INCREASED136,019136,015+40%$32.4M$33.9M+$1.5M2026-10-23
Professional Advisory Services Inc
DECREASED135,930144,964-9,034-6%$34.6M$33.9M-$684.0K2026-10-08
LSV Asset Management
INCREASED135,904108,900+27,004+25%$26.0M$33.9M+$7.9M2026-11-06
Greenwood Gearhart LLC
INCREASED135,838131,218+4,620+4%$31.3M$33.8M+$2.6M2026-11-02
CRA Financial Services, LLC
DECREASED135,723136,860-1,137-1%$32.6M$33.8M+$1.2M2026-10-16
Sander Capital Advisors Inc
DECREASED135,687135,773-860%$32.4M$33.8M+$1.4M2026-10-20
Wilson Asset Management (International) PTY LTD
INCREASED135,651135,588+63+0%$32.3M$33.8M+$1.5M2026-10-26
Fulton Bank, N.A.
DECREASED135,546137,842-2,296-2%$32.9M$33.8M+$918.0K2026-10-14
ProVise Management Group, LLC
DECREASED135,344138,955-3,611-3%$33.1M$33.7M+$602.4K2026-11-06
Levin Capital Strategies, L.P.
DECREASED134,863138,413-3,550-3%$33.0M$33.6M+$611.8K2026-11-02
Mondrian Investment Partners LTD
UNCHANGED134,841134,84100%$32.1M$33.6M+$1.5M2026-10-23
Birinyi Associates Inc
DECREASED134,624139,634-5,010-4%$33.3M$33.5M+$262.0K2026-10-28
Procyon Advisors, LLC
DECREASED134,416135,062-6460%$32.2M$33.5M+$1.3M2026-10-21
SVB Wealth LLC
DECREASED133,838141,397-7,559-5%$33.7M$33.3M-$354.8K2026-11-06
Trifecta Capital Advisors, LLC
INCREASED133,663132,018+1,645+1%$31.5M$33.3M+$1.8M2026-10-21
Slow Capital, Inc.
DECREASED133,343133,600-2570%$31.8M$33.2M+$1.4M2026-10-23
Loftus Peak Pty Ltd
INCREASED133,113128,950+4,163+3%$30.7M$33.2M+$2.4M2026-10-15
Canvas Wealth Advisors, LLC
INCREASED132,631120,898+11,733+10%$28.8M$32.3M+$3.5M2026-11-02
Third View Private Wealth, LLC
INCREASED132,562128,447+4,115+3%$30.6M$33.0M+$2.4M2026-10-30
Caldwell Trust Co
DECREASED132,169132,898-729-1%$31.7M$32.9M+$1.3M2026-10-30
Integrated Advisors Network LLC
DECREASED131,914146,760-14,846-10%$35.0M$32.9M-$2.1M2026-10-20
Clear Harbor Asset Management, LLC
INCREASED131,835110,031+21,804+20%$26.2M$32.8M+$6.6M2026-11-05
Xcel Wealth Management, LLC
INCREASED130,785130,692+93+0%$31.1M$32.6M+$1.4M2026-10-26
AMG National Trust Bank
INCREASED130,771128,841+1,930+2%$30.7M$32.6M+$1.9M2026-11-05
Partners Wealth Management, LLC
INCREASED130,6567,605+123,051+1618%$1.8M$32.6M+$30.7M2026-10-28
71 West Capital Partners
INCREASED130,623123,216+7,407+6%$29.4M$32.5M+$3.2M2026-11-04
Ascentis Independent Advisors
INCREASED130,553236+130,317+55219%$56.2K$32.5M+$32.5M2026-11-03
First Merchants Corp
DECREASED130,544135,019-4,475-3%$32.2M$32.5M+$344.6K2026-10-15
Northside Capital Management, LLC
INCREASED129,719129,206+513+0%$30.8M$32.3M+$1.5M2026-10-13
Villere ST Denis J & Co LLC
DECREASED129,709136,855-7,146-5%$32.6M$32.3M-$301.0K2026-11-04
True North Advisors, LLC
DECREASED129,617132,550-2,933-2%$31.6M$32.3M+$702.1K2026-10-22
Leonteq Securities AG
DECREASED129,418267,597-138,179-52%$63.8M$32.2M-$31.5M2026-10-29
J.P. Marvel Investment Advisors, LLC
INCREASED129,012128,857+155+0%$30.7M$32.1M+$1.4M2026-11-02
CenterBook Partners LP
DECREASED128,799209,763-80,964-39%$50.0M$32.1M-$17.9M2026-11-02
Regents Gate Capital LLP
DECREASED128,695146,695-18,000-12%$35.0M$32.1M-$2.9M2026-11-03
Attestor Capital Ltd
INCREASED128,56048,300+80,260+166%$11.5M$32.0M+$20.5M2026-11-05
Avestar Capital, LLC
DECREASED128,520187,127-58,607-31%$44.6M$32.0M-$12.6M2026-10-28
Simplicity Wealth,LLC
INCREASED127,215111,492+15,723+14%$26.6M$31.7M+$5.1M2026-10-23
Generali Investments, Management Co LLC
DECREASED127,079131,319-4,240-3%$31.3M$31.7M+$363.2K2026-10-19
Arthur M. Cohen & Associates, LLC
DECREASED126,551129,421-2,870-2%$30.8M$31.5M+$684.0K2026-10-26
Mirador Capital Partners LP
INCREASED126,130124,393+1,737+1%$29.6M$31.4M+$1.8M2026-10-09
Bender Robert & Associates
DECREASED125,918126,383-4650%$30.1M$31.4M+$1.3M2026-10-21
Cooper Financial Group
INCREASED125,710114,005+11,705+10%$27.2M$31.3M+$4.1M2026-10-07
Capital Investment Services of America, Inc.
DECREASED125,348126,495-1,147-1%$30.1M$31.2M+$1.1M2026-11-02
Verdence Capital Advisors LLC
INCREASED125,073107,345+17,728+17%$25.6M$31.2M+$5.6M2026-10-26
Blue Fin Capital, Inc.
INCREASED124,073122,337+1,736+1%$29.2M$30.9M+$1.8M2026-10-28
Aaron Wealth Advisors LLC
INCREASED123,406114,132+9,274+8%$27.2M$30.7M+$3.5M2026-10-13
Destiny Wealth Partners, LLC
INCREASED123,40175,967+47,434+62%$20.6M$30.3M+$9.7M2026-11-05
S-Bank Fund Management Ltd
INCREASED123,37295,026+28,346+30%$22.6M$30.7M+$8.1M2026-11-06
Channing Capital Management, LLC
INCREASED122,49177,421+45,070+58%$18.5M$30.5M+$12.1M2026-11-02
Harbor Capital Advisors, Inc.
INCREASED120,101112,058+8,043+7%$26.7M$29.9M+$3.2M2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED120,090121,771-1,681-1%$29.0M$29.9M+$897.8K2026-10-08
LRZ Capital LLC
INCREASED119,90289,216+30,686+34%$21.3M$29.9M+$8.6M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED119,758110,006+9,752+9%$26.2M$29.8M+$3.6M2026-10-21
Asset Advisors Investment Management, LLC
DECREASED119,207119,413-2060%$28.5M$29.7M+$1.2M2026-10-19
Great Lakes Retirement, Inc.
INCREASED119,022116,984+2,038+2%$27.9M$29.7M+$1.8M2026-10-26
CoreCap Advisors, LLC
INCREASED118,860118,088+772+1%$28.1M$29.6M+$1.5M2026-10-08
Maestria Partners LLC
UNCHANGED118,377118,37700%$28.2M$29.5M+$1.3M2026-10-22
BNC Wealth Management, LLC
INCREASED117,976101,465+16,511+16%$24.2M$29.4M+$5.2M2026-10-19
Auxano Advisors, LLC
DECREASED117,614120,523-2,909-2%$28.7M$29.3M+$578.1K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED117,586114,946+2,640+2%$27.4M$29.3M+$1.9M2026-10-30
Garde Capital, Inc.
INCREASED116,599110,781+5,818+5%$26.4M$29.1M+$2.6M2026-10-29
Penobscot Investment Management Company, Inc.
INCREASED115,697115,286+411+0%$27.5M$28.8M+$1.3M2026-10-26
Mcdaniel Terry & Co
DECREASED115,515115,854-3390%$27.6M$28.8M+$1.2M2026-11-05
Strategic Wealth Investment Group, LLC
DECREASED115,448121,847-6,399-5%$29.0M$28.8M-$277.1K2026-10-29
Draper Asset Management, LLC
DECREASED114,932122,726-7,794-6%$29.3M$28.6M-$615.0K2026-10-09
Curtis Advisory Group, LLC
INCREASED114,478113,913+565+1%$27.2M$28.5M+$1.4M2026-10-28
Signal Advisors Wealth, LLC
INCREASED114,221107,757+6,464+6%$25.7M$28.5M+$2.8M2026-10-13
Rossmore Private Capital
INCREASED114,174112,133+2,041+2%$26.7M$28.4M+$1.7M2026-10-27
Quantum Private Wealth, LLC
DECREASED114,074117,778-3,704-3%$28.1M$28.4M+$350.3K2026-10-20
Noesis Capital Mangement Corp
INCREASED113,801113,112+689+1%$27.0M$28.4M+$1.4M2026-10-26
M & L Capital Management Ltd
NEW113,215—+113,215——$28.2M—2026-10-26
Icici Prudential Asset Management Co Ltd
DECREASED112,962113,638-676-1%$27.1M$28.1M+$1.1M2026-11-06
Nfsg Corp
INCREASED112,430111,890+540+0%$26.7M$28.0M+$1.3M2026-10-15
Angeles Wealth Management, LLC
DECREASED112,419118,524-6,105-5%$28.2M$28.0M-$239.8K2026-10-26
Overbrook Management Corp
DECREASED110,878140,215-29,337-21%$33.4M$27.6M-$5.8M2026-10-08
Costello Asset Management, Inc
DECREASED110,646111,804-1,158-1%$26.6M$27.6M+$920.1K2026-10-30
Fiduciary Alliance LLC
DECREASED110,255112,504-2,249-2%$26.8M$27.5M+$655.8K2026-10-13
Fagan Associates, Inc.
INCREASED110,041106,170+3,871+4%$25.3M$27.4M+$2.1M2026-10-13
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED110,000110,00000%$26.2M$27.4M+$1.2M2026-11-05
Neville Rodie & Shaw Inc
DECREASED109,581120,266-10,685-9%$28.7M$27.3K-$28.6M2026-10-05
Elite Wealth Management, Inc.
INCREASED109,57392,747+16,826+18%$22.1M$27.3M+$5.2M2026-11-03
Valicenti Advisory Services Inc
INCREASED108,865108,622+243+0%$25.9M$27.1M+$1.2M2026-10-23
Princeton Capital Management LLC
INCREASED108,625108,383+242+0%$25.8M$27.1M+$1.2M2026-10-27
Manchester Capital Management LLC
DECREASED108,573109,112-5390%$26.0M$27.1M+$1.0M2026-10-22
SAX Wealth Advisors, LLC
INCREASED107,95143,306+64,645+149%$9.0M$26.9M+$17.9M2026-10-13
Trust Asset Management LLC
DECREASED107,529107,563-340%$25.6M$26.8M+$1.2M2026-11-03
Fulcrum Capital LLC
INCREASED107,299103,117+4,182+4%$24.6M$26.7M+$2.2M2026-10-15
RIT Capital Partners PLC
DECREASED107,000123,400-16,400-13%$29.4M$26.7M-$2.7M2026-11-05
Symphony Financial, Ltd. Co.
INCREASED106,78388,652+18,131+20%$21.3M$26.5M+$5.2M2026-10-22
Progressive Investment Management Corp
DECREASED106,779108,086-1,307-1%$25.8M$26.6M+$842.8K2026-10-26
WoodTrust Financial Corp
DECREASED106,472107,196-724-1%$25.5M$26.5M+$978.0K2026-10-09
CFM Wealth Partners LLC
DECREASED106,056106,285-2290%$25.3M$26.4M+$1.1M2026-11-05
Cornerstone Wealth Group, LLC
INCREASED105,733102,124+3,609+4%$24.3M$26.3M+$2.0M2026-11-02
Quattro Financial Advisors LLC
DECREASED105,614110,635-5,021-5%$26.4M$26.3M-$55.0K2026-10-15
Moran Wealth Management, LLC
INCREASED104,47499,103+5,371+5%$23.6M$26.0M+$2.4M2026-10-22
Dillon & Associates Inc
INCREASED104,069102,422+1,647+2%$24.4M$25.9M+$1.5M2026-10-22
Norden Group LLC
INCREASED103,86696,018+7,848+8%$22.9M$25.9M+$3.0M2026-10-20
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED102,903102,90300%$24.5M$24.5M$02026-10-15
CapWealth Advisors, LLC
DECREASED102,883103,281-3980%$24.6M$25.6M+$1.0M2026-10-05
Nilsine Partners, LLC
DECREASED102,692104,703-2,011-2%$25.0M$25.6M+$630.8K2026-11-02
Perryman Financial Advisory Inc
INCREASED102,626100,752+1,874+2%$24.0M$25.6M+$1.6M2026-10-16
Hoffman, Alan N Investment Management
DECREASED102,347104,140-1,793-2%$24.8M$25.5M+$679.1K2026-10-28
Trust Co of Toledo NA
INCREASED101,97599,830+2,145+2%$23.8M$25.4M+$1.6M2026-10-16
Cornerstone Wealth Management, LLC
INCREASED101,956101,228+728+1%$24.1M$25.4M+$1.3M2026-11-04
Cullinan Associates Inc
DECREASED101,847126,253-24,406-19%$30.1M$25.4M-$4.7M2026-11-03
Bath Savings Trust Co
INCREASED101,82899,435+2,393+2%$23.7M$25.4M+$1.7M2026-10-07
BCV Asset Management Inc.
DECREASED101,318102,071-753-1%$24.6M$25.3M+$784.3K2026-11-06
Wallington Asset Management, LLC
INCREASED101,163101,136+27+0%$24.1M$25.2M+$1.1M2026-11-04
Physicians Financial Services, Inc.
DECREASED100,571101,352-781-1%$24.2M$25.1M+$901.0K2026-11-04
Davis-Rea Ltd.
INCREASED100,52690,521+10,005+11%$21.6M$25.0M+$3.5M2026-10-13
Evolution Wealth Advisors, LLC
INCREASED99,97194,877+5,094+5%$22.6M$24.9M+$2.3M2026-11-03
DE Burlo Group Inc
INCREASED99,68589,170+10,515+12%$21.3M$24.8M+$3.6M2026-11-05
180 Wealth Advisors, LLC
DECREASED99,573100,386-813-1%$23.9M$24.8M+$882.8K2026-11-03
IPG Investment Advisors LLC
INCREASED99,56198,914+647+1%$23.6M$24.8M+$1.2M2026-10-30
Baker Chad R
UNCHANGED99,51899,51800%$23.7M$24.8M+$1.1M2026-10-22
Ninety One SA (PTY) Ltd
DECREASED99,36099,423-630%$23.7M$24.9M+$1.2M2026-10-15
Montaka Global Pty Ltd
INCREASED98,99490,850+8,144+9%$21.7M$24.7M+$3.0M2026-11-05
First Horizon Corp
DECREASED98,601100,614-2,013-2%$24.0M$24.6M+$586.1K2026-10-26
Greatmark Investment Partners, Inc.
INCREASED98,55198,496+55+0%$23.5M$24.6M+$1.1M2026-10-28
OAK Ridge Investments LLC
DECREASED98,400102,773-4,373-4%$24.5M$24.5M+$21.4K2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
INCREASED98,27886,944+11,334+13%$20.7M$24.5M+$3.8M2026-10-23
Westwind Capital
DECREASED98,258105,066-6,808-6%$25.0M$24.5M-$560.0K2026-10-08
Stockman Wealth Management, Inc.
INCREASED98,04697,250+796+1%$23.2M$24.4M+$1.2M2026-10-27
Capital Asset Advisory Services LLC
DECREASED97,947102,098-4,151-4%$24.3M$24.5M+$187.6K2026-10-30
Vision Capital Management, Inc.
DECREASED97,52297,611-890%$23.3M$24.3M+$1.0M2026-10-20
Violich Capital Management, Inc.
INCREASED97,49193,741+3,750+4%$22.3M$24.3M+$1.9M2026-10-05
Firetrail Investments PTY LTD
DECREASED97,47999,939-2,460-2%$23.7M$24.4M+$709.7K2026-11-05
CV Advisors LLC
INCREASED96,97692,256+4,720+5%$22.0M$24.2M+$2.2M2026-10-13
North Point Portfolio Managers Corp
DECREASED96,78498,717-1,933-2%$23.5M$24.1M+$585.5K2026-10-07
Certuity, LLC
INCREASED96,04493,810+2,234+2%$22.3M$23.9M+$1.6M2026-11-02
CMH Wealth Management LLC
INCREASED95,79289,639+6,153+7%$21.4M$23.9M+$2.5M2026-10-22
West Branch Capital LLC
INCREASED95,70195,216+485+1%$22.7M$23.8M+$1.2M2026-10-20
N10 Wealth, LLC
INCREASED95,43370,014+25,419+36%$16.7M$23.8M+$7.1M2026-10-14
Cypress Capital Group
INCREASED94,88291,965+2,917+3%$21.9M$23.6M+$1.7M2026-11-03
Independence Bank of Kentucky
DECREASED94,85196,122-1,271-1%$22.9M$23.6M+$722.4K2026-10-26
NBT Bank, N.A.
DECREASED94,69996,228-1,529-2%$22.9M$23.6M+$659.3K2026-10-21
Harbour Trust & Investment Management Co
INCREASED94,56693,354+1,212+1%$22.2M$23.6M+$1.3M2026-10-28
Provenance Wealth Advisors, LLC
INCREASED94,2098,581+85,628+998%$2.0M$23.5M+$21.4M2026-10-30
Kanawha Capital Management LLC
INCREASED93,77990,267+3,512+4%$21.5M$23.4M+$1.9M2026-10-19
Nicollet Investment Management, Inc.
DECREASED93,74096,027-2,287-2%$22.9M$23.4M+$468.0K2026-10-14
Titleist Asset Management, LLC
INCREASED93,54289,575+3,967+4%$21.4M$23.3M+$2.0M2026-10-08
Abacus Planning Group, Inc.
INCREASED93,38193,240+141+0%$22.2M$23.3M+$1.0M2026-11-02
Ramsay, Stattman, Vela & Price, Inc.
INCREASED92,68685,398+7,288+9%$20.4M$23.1M+$2.7M2026-10-19
Intesa Sanpaolo Wealth Management
INCREASED92,60192,553+48+0%$22.1M$23.1M+$1.0M2026-10-28
Anchor Capital Advisors LLC
DECREASED92,46599,138-6,673-7%$23.6M$23.0M-$591.0K2026-11-05
Legacy Private Trust Co.
DECREASED92,38492,914-530-1%$22.1M$23.0M+$872.4K2026-10-06
Nations Financial Group Inc,
DECREASED92,00799,436-7,429-7%$23.7M$22.9M-$776.0K2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED91,87694,967-3,091-3%$22.6M$22.9M+$256.5K2026-10-13
City Holding Co
INCREASED91,37386,979+4,394+5%$20.7M$22.8M+$2.0M2026-10-19
Cigna Investments Inc
DECREASED90,72891,688-960-1%$21.9M$22.6M+$752.0K2026-10-19
Kercheville Advisors, LLC
DECREASED90,72191,063-3420%$21.7M$22.6M+$899.2K2026-10-19
Oxler Private Wealth LLC
DECREASED90,58390,637-540%$21.6M$22.6M+$966.3K2026-10-21
Golden State Wealth Management, LLC
DECREASED90,47691,680-1,204-1%$21.9M$22.5M+$691.1K2026-11-02
Perennial Advisors, LLC
DECREASED90,42090,903-483-1%$21.7M$22.5M+$862.3K2026-10-13
PKO BP Bankowy Universal Pension Society JSC
DECREASED90,00091,250-1,250-1%$21.7M$22.4M+$675.0K2026-10-09
TCV Trust & Wealth Management, Inc.
DECREASED89,85290,651-799-1%$21.6M$22.4M+$780.9K2026-10-16
WealthPlan Investment Management, LLC
INCREASED89,75886,348+3,410+4%$20.6M$22.4M+$1.8M2026-10-15
University of Texas S AM Investment Management Co
DECREASED89,73996,573-6,834-7%$23.0M$22.4M-$658.7K2026-11-03
Visionary Wealth Advisors
DECREASED89,27790,458-1,181-1%$21.6M$22.2M+$683.6K2026-11-04
Apollon Financial, LLC
DECREASED89,00989,504-495-1%$21.3M$22.2M+$844.3K2026-10-23
Telos Capital Management, Inc.
DECREASED88,84390,252-1,409-2%$21.5M$22.1M+$624.6K2026-11-02
United Capital Management of KS, Inc.
INCREASED88,77387,524+1,249+1%$20.9M$22.1M+$1.3M2026-11-04
Institute for Wealth Management, Llc.
INCREASED88,56087,168+1,392+2%$20.8M$22.1M+$1.3M2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED88,27691,947-3,671-4%$21.9M$22.0M+$79.3K2026-10-13
Cove Private Wealth, LLC
INCREASED88,10185,673+2,428+3%$20.4M$22.0M+$1.5M2026-10-28
M Holdings Securities, Inc.
NEW88,063—+88,063——$21.7M—2026-11-03
Wealth Preservation Advisors, LLC
INCREASED87,96879,534+8,434+11%$19.0M$21.9M+$3.0M2026-11-05
Indivisible Partners
INCREASED87,85169,675+18,176+26%$16.6M$21.9M+$5.3M2026-10-26
StoneX Group Inc.
DECREASED87,54887,825-2770%$20.9M$21.8M+$881.7K2026-11-03
Sepio Capital, LP
INCREASED87,33683,587+3,749+4%$19.9M$21.8M+$1.8M2026-10-22
Claro Advisors Inc.
INCREASED87,25887,023+235+0%$20.7M$21.7M+$999.2K2026-11-02
Buck Wealth Strategies, LLC
INCREASED87,11280,066+7,046+9%$19.1M$21.7M+$2.6M2026-10-28
Strategic Advisors LLC
DECREASED86,81789,204-2,387-3%$21.3M$21.6M+$369.6K2026-10-13
Shikiar Asset Management Inc
DECREASED86,78287,537-755-1%$20.9M$21.6M+$758.0K2026-10-20
HBK Sorce Advisory LLC
DECREASED86,75191,425-4,674-5%$24.9M$22.6M-$2.4M2026-11-06
Cohen Capital Management, Inc.
UNCHANGED86,18886,18800%$20.5M$21.5M+$931.7K2026-10-14
GoalVest Advisory LLC
INCREASED86,02722,148+63,879+288%$5.3M$5.7M+$417.7K2026-10-02
Capital Investment Counsel, Inc
DECREASED85,754101,801-16,047-16%$24.3M$21.4M-$2.9M2026-10-20
Parcion Private Wealth LLC
INCREASED85,66079,418+6,242+8%$18.9M$21.3M+$2.4M2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED85,330101,553-16,223-16%$24.2M$21.3M-$2.9M2026-10-08
Security National Bank
INCREASED85,17082,891+2,279+3%$19.8M$21.2M+$1.5M2026-10-26
Jackson Square Capital, LLC
INCREASED84,95183,248+1,703+2%$19.8M$21.2M+$1.3M2026-10-19
Chicago Trust Co NA
INCREASED84,87972,617+12,262+17%$17.3M$21.1M+$3.8M2026-10-28
Nemes Rush Group LLC
INCREASED84,71384,585+128+0%$20.2M$21.1M+$946.3K2026-11-04
Cullen Investment Group, Ltd.
INCREASED84,54880,525+4,023+5%$19.2M$21.9M+$2.8M2026-10-13
RMR Wealth Builders
INCREASED84,35381,431+2,922+4%$19.4M$21.0M+$1.6M2026-10-22
Apella Capital, LLC
INCREASED84,05177,095+6,956+9%$19.0M$21.8M+$2.9M2026-10-08
Fulcrum Asset Management LLP
DECREASED83,97184,971-1,000-1%$20.4M$20.7M+$308.2K2026-11-04
Mitchell Capital Management Co
INCREASED83,90683,878+28+0%$20.0M$20.9M+$913.7K2026-10-29
Myriad Asset Management Advisors LLC
INCREASED83,50859,373+24,135+41%$14.2M$20.8M+$6.7M2026-11-03
Sheets Smith Wealth Management
DECREASED83,35783,872-515-1%$20.0M$20.8M+$778.3K2026-10-16
Lockheed Martin Investment Management Co
DECREASED83,180429,790-346,610-81%$102.4M$20.7M-$81.7M2026-11-04
Shepherd Financial Partners LLC
DECREASED82,99983,008-90%$19.8M$20.7M+$895.1K2026-11-03
Ibex Wealth Advisors
INCREASED82,93082,776+154+0%$19.7M$20.7M+$933.2K2026-11-06
Marietta Wealth Management, LLC
DECREASED82,74683,337-591-1%$19.9M$21.0M+$1.2M2026-10-22
Strategic Blueprint, LLC
INCREASED82,51380,162+2,351+3%$19.1M$20.6M+$1.5M2026-10-22
Stenger Family Office, LLC
INCREASED82,37877,968+4,410+6%$18.6M$21.3M+$2.7M2026-10-22
SFE Investment Counsel
INCREASED82,15681,327+829+1%$19.4M$20.5M+$1.1M2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED81,97179,463+2,508+3%$18.9M$20.4M+$1.5M2026-10-27
Yelin Lapidot Holdings Management Ltd.
INCREASED81,91879,575+2,343+3%$19.0M$20.4M+$1.4M2026-10-26
Philadelphia Trust Co
DECREASED81,90495,313-13,409-14%$22.7M$20.4M-$2.3M2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED81,51480,086+1,428+2%$19.1M$20.3M+$1.2M2026-10-19
Gryphon Financial Partners LLC
INCREASED81,40378,526+2,877+4%$18.7M$20.3M+$1.6M2026-11-04
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
DECREASED80,85488,554-7,700-9%$21.1M$20.1M-$961.2K2026-10-20
Welch Group, LLC
INCREASED80,39269,670+10,722+15%$16.6M$20.0M+$3.4M2026-10-29
Pennsylvania Capital Management Inc
INCREASED80,31980,292+27+0%$19.1M$20.0M+$874.7K2026-11-05
Tema Etfs LLC
DECREASED80,17482,033-1,859-2%$19.6M$20.0M+$423.6K2026-10-16
Koshinski Asset Management, Inc.
DECREASED79,71380,052-3390%$19.1M$19.9M+$780.9K2026-10-29
Sigma Investment Counselors Inc
INCREASED79,70369,579+10,124+15%$16.6M$19.9M+$3.3M2026-10-27
Thompson Siegel & Walmsley LLC
INCREASED79,46176,589+2,872+4%$18.3M$19.8M+$1.5M2026-11-05
Cadinha & Co LLC
INCREASED79,40078,710+690+1%$18.8M$19.8M+$1.0M2026-10-22
Westover Capital Advisors, LLC
INCREASED79,36275,506+3,856+5%$18.0M$19.8M+$1.8M2026-10-26
Orange Investment Advisors, Inc.
INCREASED79,19174,153+5,038+7%$17.7M$19.7M+$2.1M2026-10-23
Moody National Bank Trust Division
INCREASED79,17875,289+3,889+5%$17.9M$19.7M+$1.8M2026-10-06
Rubicon Global Capital Ltd
UNCHANGED79,00079,00000%$18.8M$19.7M+$854.0K2026-10-28
Greenwood Capital Associates LLC
DECREASED78,82179,928-1,107-1%$19.1M$19.6M+$588.3K2026-10-27
Luma Capital S.A. - SPF
UNCHANGED78,74778,74700%$18.8M$19.6M+$851.3K2026-10-21
Asio Capital, LLC
INCREASED78,44275,704+2,738+4%$18.0M$19.5M+$1.5M2026-10-19
Avior Wealth Management, LLC
DECREASED78,41480,017-1,603-2%$19.1M$19.5M+$465.7K2026-10-13
Baxter Bros Inc
DECREASED78,30478,464-1600%$18.7M$19.5M+$808.3K2026-11-04
Valmark Advisers, Inc.
INCREASED78,29158,792+19,499+33%$14.0M$19.5M+$5.5M2026-11-06
Catalyst Financial Partners LLC
INCREASED78,15271,904+6,248+9%$17.1M$19.5M+$2.3M2026-11-06
Winch Advisory Services, LLC
DECREASED77,74979,330-1,581-2%$18.9M$19.4M+$463.8K2026-11-06
Cornerstone Advisory, LLC
INCREASED77,27073,599+3,671+5%$17.5M$19.3M+$1.7M2026-11-06
Columbia Asset Management
DECREASED77,23080,573-3,343-4%$19.2M$19.2M+$38.1K2026-10-19
Hendershot Investments Inc.
DECREASED77,22480,835-3,611-4%$19.3M$19.2M-$25.9K2026-11-05
Asset One Wealth Management LLC
INCREASED77,03059,400+17,630+30%$15.1M$19.2M+$4.0M2026-11-02
Whitener Capital Management, Inc.
INCREASED76,93676,680+256+0%$18.3M$19.2M+$892.7K2026-10-15
Lincoln Capital LLC
DECREASED76,87077,042-1720%$18.4M$19.1M+$753.4K2026-10-09
Everhart Financial Group, Inc.
INCREASED76,80473,488+3,316+5%$17.5M$19.1M+$1.6M2026-10-08
Blume Capital Management, Inc.
INCREASED76,67876,513+165+0%$18.2M$19.1M+$868.2K2026-10-26
United Advisor Group, LLC
INCREASED76,51571,943+4,572+6%$17.1M$19.1M+$1.9M2026-11-03
First Financial Bank - Trust Division
INCREASED76,40174,462+1,939+3%$17.7M$19.0M+$1.3M2026-10-01
TritonPoint Partners, LLC
DECREASED76,355170,447-94,092-55%$40.6M$19.0M-$21.6M2026-11-05
Private Trust Co NA
INCREASED76,33776,050+287+0%$18.1M$19.0M+$893.6K2026-10-20
Private Capital Advisors, Inc.
INCREASED76,13375,943+190+0%$18.1M$19.0M+$868.3K2026-10-06
Viewpoint Capital Management LLC
DECREASED76,00577,093-1,088-1%$18.4M$18.9M+$562.2K2026-10-27
Stanley-Laman Group, Ltd.
DECREASED75,92077,572-1,652-2%$18.5M$18.9M+$427.0K2026-10-20
Huntleigh Advisors, Inc.
DECREASED75,52876,468-940-1%$18.2M$18.8M+$592.4K2026-11-03
Covenant Asset Management, LLC
DECREASED75,36676,726-1,360-2%$18.3M$18.8M+$490.6K2026-10-14
Lazari Capital Management, Inc.
DECREASED75,17075,415-2450%$18.0M$18.7M+$754.4K2026-10-20
Magnus Financial Group LLC
INCREASED74,93173,626+1,305+2%$17.5M$18.7M+$1.1M2026-10-21
Parkside Financial Bank & Trust
INCREASED74,76274,524+238+0%$17.8M$18.6M+$864.9K2026-10-27
NWF Advisory Services Inc.
DECREASED74,72075,963-1,243-2%$18.1M$18.6M+$511.2K2026-10-19
BAR Harbor Wealth Management
INCREASED74,49672,827+1,669+2%$17.4M$18.6M+$1.2M2026-10-21
Kozak & Associates, Inc.
DECREASED74,47575,508-1,033-1%$18.3M$19.0M+$711.1K2026-10-29
Citizens National Bank Trust Department
DECREASED74,37274,508-1360%$17.8M$18.5M+$771.5K2026-11-04
Artemis Wealth Advisors, LLC
INCREASED74,26373,803+460+1%$17.6M$18.5M+$912.4K2026-11-05
McGuire Investment Group, LLC
INCREASED74,06963,382+10,687+17%$15.1M$18.5M+$3.3M2026-10-23
Schmidt P J Investment Management Inc
INCREASED73,97573,026+949+1%$17.4M$18.4M+$1.0M2026-11-02
111 Capital
INCREASED73,87869,022+4,856+7%$16.5M$18.4M+$2.0M2026-11-03
Polaris Financial Partners
NEW73,844—+73,844——$18.6K—2026-10-02
Sovran Advisors, LLC
INCREASED73,80466,532+7,272+11%$15.4M$18.0M+$2.6M2026-11-02
Trilogy Capital Inc.
INCREASED73,69372,209+1,484+2%$17.2M$18.4M+$1.2M2026-10-20
Kenora Financial, LLC
DECREASED73,59674,462-866-1%$17.7M$18.3M+$589.2K2026-10-20
Hedeker Wealth, LLC
INCREASED73,49772,451+1,046+1%$17.3M$18.3M+$1.0M2026-10-23
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED73,44980,592-7,143-9%$19.2M$18.3M-$908.5K2026-11-04
Ashton Thomas Securities, LLC
INCREASED73,08264,429+8,653+13%$15.3M$18.2M+$2.9M2026-10-26
Laurion Capital Management LP
INCREASED73,0755,000+68,075+1362%$1.2M$18.2M+$17.0M2026-10-30
Premier Path Wealth Partners, LLC
DECREASED73,00873,878-870-1%$17.6M$18.2M+$581.9K2026-10-16
Sawgrass Asset Management LLC
DECREASED72,965140,037-67,072-48%$33.4M$18.2M-$15.2M2026-11-03
Lanark Financial, Inc.
DECREASED72,82674,688-1,862-2%$17.8M$18.1M+$343.5K2026-10-26
Sage Capital Advisors,llc
DECREASED72,53873,190-652-1%$17.4M$18.1M+$628.7K2026-10-13
S.E.E.D. Planning Group LLC
INCREASED72,39967,033+5,366+8%$16.0M$18.0M+$2.1M2026-10-07
Resonant Capital Advisors, LLC
INCREASED72,37768,392+3,985+6%$16.3M$18.0M+$1.7M2026-10-15
PDS Planning, Inc
INCREASED72,07169,133+2,938+4%$16.5M$18.0M+$1.5M2026-11-03
Central Bank & Trust Co
DECREASED72,00972,337-3280%$17.2M$17.9M+$700.2K2026-10-09
Enclave Advisors LLC
DECREASED71,96977,616-5,647-7%$18.5M$17.9M-$567.9K2026-10-14
Parkside Investments, LLC
INCREASED71,95971,738+221+0%$17.1M$17.9M+$830.6K2026-10-20
Regatta Capital Group, LLC
INCREASED71,85570,392+1,463+2%$16.8M$17.9M+$1.1M2026-10-23
Empirical Capital Management, LLC
DECREASED71,600121,600-50,000-41%$29.0M$17.8M-$11.1M2026-10-27
Bell Bank
INCREASED71,59967,017+4,582+7%$16.0M$17.8M+$1.9M2026-10-21
Lake Street Private Wealth, LLC
INCREASED71,58371,409+174+0%$17.0M$17.8M+$815.3K2026-10-22
Sterling Investment Advisors, Ltd.
INCREASED71,38371,018+365+1%$16.9M$17.8M+$858.6K2026-10-27
Moneco Advisors, LLC
INCREASED71,37770,344+1,033+1%$16.8M$17.8M+$1.0M2026-11-05
Blue Trust, Inc.
DECREASED71,36977,506-6,137-8%$18.5M$17.8M-$691.2K2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
INCREASED71,35670,428+928+1%$16.8M$17.8M+$992.5K2026-10-08
Y-Intercept (Hong Kong) Ltd
DECREASED71,237266,479-195,242-73%$63.5M$17.7M-$45.8M2026-10-16
RPG Investment Advisory, LLC
DECREASED71,147136,962-65,815-48%$32.6M$17.7M-$14.9M2026-10-21
Kintegral Advisory, LLC
INCREASED71,09170,690+401+1%$16.8M$17.7M+$864.1K2026-10-16
Griffin Asset Management, Inc.
DECREASED70,82776,851-6,024-8%$18.3M$17.6M-$670.1K2026-10-22
Once Capital Management, LLC
UNCHANGED70,80070,80000%$16.9M$17.6M+$765.3K2026-11-02
Ledyard National Bank
DECREASED70,71174,530-3,819-5%$17.8M$17.6M-$145.8K2026-10-21
Linscomb Wealth, Inc.
DECREASED70,71070,715-50%$16.9M$17.6M+$763.2K2026-11-05
Heirloom Wealth Management
INCREASED70,65068,990+1,660+2%$16.4M$17.6M+$1.2M2026-10-14
Clearstead Trust, LLC
INCREASED70,27269,665+607+1%$16.6M$17.5M+$904.3K2026-11-06
Bourgeon Capital Management LLC
INCREASED70,15969,565+594+1%$16.6M$17.5M+$900.0K2026-10-19
LS Investment Advisors, LLC
DECREASED70,14673,653-3,507-5%$17.6M$17.5M-$77.6K2026-10-13
Townsend Asset Management Corp
INCREASED70,11169,653+458+1%$16.6M$17.5M+$867.0K2026-10-29
Condor Capital Management
INCREASED70,10869,611+497+1%$16.6M$17.5M+$876.3K2026-11-06
Sierra Summit Advisors LLC
DECREASED69,83382,140-12,307-15%$19.6M$17.4M-$2.2M2026-10-28
BG Investment Services, LLC
INCREASED69,7533,952+65,801+1665%$941.8K$17.4M+$16.4M2026-10-23
LaFleur & Godfrey LLC
INCREASED69,75068,626+1,124+2%$16.4M$17.4M+$1.0M2026-10-27
Tompkins Financial Corp
DECREASED69,64172,363-2,722-4%$17.2M$17.4M+$104.1K2026-10-05
Portfolio Design Labs, LLC
INCREASED69,41368,798+615+1%$16.4M$17.3M+$896.9K2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED69,23267,958+1,274+2%$16.2M$17.2M+$1.1M2026-10-14
Financial Partners Group, Inc
INCREASED69,17969,069+110+0%$16.5M$17.2M+$774.2K2026-10-19
Carret Asset Management, LLC
DECREASED69,16969,953-784-1%$16.7M$17.2M+$560.9K2026-11-04
Csenge Advisory Group
INCREASED69,16864,505+4,663+7%$15.4M$17.2M+$1.9M2026-11-04
Cypress Asset Management Inc
DECREASED69,11769,548-431-1%$16.6M$17.2M+$644.4K2026-10-09
LVM Capital Management LTD
INCREASED69,09167,491+1,600+2%$16.1M$17.2M+$1.1M2026-10-20
Bellecapital International Ltd.
INCREASED68,80464,135+4,669+7%$15.3M$17.1M+$1.9M2026-10-21
Family Capital Management, Inc.
DECREASED68,78770,225-1,438-2%$16.7M$17.1M+$400.9K2026-11-03
Accurate Wealth Management, LLC
INCREASED68,54164,157+4,384+7%$15.7M$17.7M+$2.0M2026-10-20
Nvwm, LLC
INCREASED68,43368,125+308+0%$16.2M$17.1M+$813.2K2026-10-14
Schaper Benz & Wise Investment Counsel Inc
INCREASED68,27668,189+87+0%$16.3M$17.0M+$758.8K2026-10-09
Mezzasalma Advisors, LLC
INCREASED68,24967,452+797+1%$16.1M$17.0M+$927.7K2026-10-14
Platform Technology Partners
INCREASED67,76367,547+216+0%$16.1M$16.9M+$784.0K2026-11-02
SevenBridge Financial Group, LLC
DECREASED67,71468,294-580-1%$18.7M$17.8M-$961.7K2026-10-26
SeaCrest Wealth Management, LLC
DECREASED67,65271,856-4,204-6%$17.1M$16.9M-$270.6K2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED67,63566,966+669+1%$16.0M$16.9M+$891.0K2026-11-05
Nikulski Financial, Inc.
INCREASED67,17566,795+380+1%$15.9M$16.7M+$816.7K2026-11-06
Smithbridge Asset Management Inc
INCREASED67,10964,228+2,881+4%$15.3M$16.7M+$1.4M2026-10-19
Ables, Iannone, Moore & Associates, Inc.
DECREASED67,05868,695-1,637-2%$16.4M$16.7M+$334.7K2026-10-06
Summit Wealth Group LLC / Co
INCREASED66,81137,083+29,728+80%$8.8M$16.6M+$7.8M2026-10-29
Avalon Capital Management
INCREASED66,79564,566+2,229+3%$15.4M$16.6M+$1.3M2026-11-04
First Interstate Bank
DECREASED66,74468,632-1,888-3%$16.4M$16.6M+$271.5K2026-10-23
Plimoth Trust Co LLC
INCREASED66,63366,146+487+1%$15.8M$16.6M+$836.4K2026-10-26
West Wealth Group, LLC
INCREASED66,25414,559+51,695+355%$3.5M$3.7M+$210.3K2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED66,21764,404+1,813+3%$15.4M$16.5M+$1.1M2026-11-04
Tufton Capital Management
DECREASED66,09466,916-822-1%$15.9M$16.5M+$519.0K2026-10-20
Community Financial Services Group, LLC
INCREASED65,85965,809+50+0%$15.9M$16.3M+$442.1K2026-10-15
Forvis Mazars Wealth Advisors, LLC
DECREASED65,67668,548-2,872-4%$16.3M$16.4M+$25.4K2026-10-13
Sound Income Strategies, LLC
INCREASED65,52465,290+234+0%$15.6M$16.6M+$1.1M2026-10-09
Patriot Financial Group Insurance Agency, LLC
INCREASED65,28760,390+4,897+8%$14.4M$16.3M+$1.9M2026-10-14
Torray Investment Partners LLC
DECREASED65,21468,062-2,848-4%$16.2M$16.2M+$26.2K2026-10-30
Portside Wealth Group, LLC
INCREASED65,00461,527+3,477+6%$14.7M$16.2M+$1.5M2026-10-20
Kingsman Wealth Management, Inc.
INCREASED64,95664,679+277+0%$15.4M$16.2M+$768.2K2026-10-13
Sara-Bay Financial
INCREASED64,88464,623+261+0%$15.4M$16.2M+$763.6K2026-10-21
Wealth Advisory Solutions, LLC
DECREASED64,85764,956-990%$15.5M$16.2M+$677.5K2026-10-20
Chemistry Wealth Management LLC
INCREASED64,84064,459+381+1%$15.4M$16.2M+$791.7K2026-10-16
North Star Investment Management Corp.
DECREASED64,60164,801-2000%$15.4M$16.1M+$650.7K2026-10-27
Hohimer Wealth Management, LLC
DECREASED64,59266,387-1,795-3%$15.8M$16.1M+$270.5K2026-11-04
Aprio Wealth Management, LLC
INCREASED64,58661,591+2,995+5%$14.7M$16.1M+$1.4M2026-10-28
Embree Financial Group
INCREASED64,51156,526+7,985+14%$13.5M$16.1M+$2.6M2026-10-22
Consolidated Investment Group LLC
INCREASED64,17561,175+3,000+5%$14.6M$16.0M+$1.4M2026-11-04
Liberty Capital Management, Inc.
DECREASED64,11665,376-1,260-2%$15.6M$16.0M+$392.8K2026-11-02
Mine & Arao Wealth Creation & Management, Llc.
DECREASED63,87564,037-1620%$15.3M$15.9M+$651.9K2026-10-29
Kinsale Capital Group, Inc.
INCREASED63,86853,115+10,753+20%$12.7M$15.9M+$3.3M2026-11-04
Wealth Effects LLC
DECREASED63,85163,876-250%$15.2M$15.9M+$684.3K2026-10-23
N10 Assets, LLC
DECREASED63,74265,718-1,976-3%$15.7M$15.9M+$218.1K2026-10-14
RKL Wealth Management LLC
DECREASED63,62665,240-1,614-2%$15.5M$15.9M+$303.2K2026-10-16
Eleva Capital SAS
INCREASED63,59716,155+47,442+294%$3.4M$15.8M+$12.5M2026-10-06
Zega Investments, LLC
DECREASED63,57288,567-24,995-28%$21.1M$15.8M-$5.3M2026-11-04
Klingman & Associates, LLC
INCREASED63,44061,796+1,644+3%$14.7M$15.8M+$1.1M2026-10-20
TigerOak Management, L.L.C.
INCREASED63,28462,683+601+1%$14.9M$15.8M+$827.3K2026-10-23
Farmers & Merchants Trust Co of Long Beach
INCREASED63,25263,040+212+0%$15.0M$15.8M+$734.3K2026-10-22
HWG Holdings LP
DECREASED63,09887,592-24,494-28%$20.9M$15.7M-$5.2M2026-10-08
Altfest L J & Co Inc
INCREASED63,05452,610+10,444+20%$12.5M$15.7M+$3.2M2026-10-27
Retirement Planning Group, LLC
DECREASED62,99564,468-1,473-2%$15.4M$15.7M+$329.8K2026-10-19
Triad Wealth Partners, LLC
INCREASED62,62359,842+2,781+5%$17.0M$15.6M-$1.4M2026-10-26
Bensler, LLC
DECREASED62,60664,506-1,900-3%$15.4M$15.6M+$223.9K2026-11-05
Kennedy Investment Group, Inc.
DECREASED62,54362,771-2280%$15.0M$15.6M+$621.7K2026-10-21
WP Advisors, LLC
DECREASED62,36863,588-1,220-2%$15.2M$15.5M+$383.7K2026-10-22
Consolidated Capital Management, LLC
DECREASED62,29662,425-1290%$14.9M$15.5M+$642.7K2026-10-13
San Luis Wealth Advisors LLC
INCREASED62,16755,518+6,649+12%$13.2M$15.5M+$2.3M2026-10-27
John G Ullman & Associates Inc
DECREASED62,13863,224-1,086-2%$15.1M$15.5M+$412.9K2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED62,10562,785-680-1%$15.0M$15.5M+$509.3K2026-11-02
Steele Capital Management, Inc.
DECREASED61,92162,468-547-1%$14.9M$15.4M+$539.0K2026-11-02
Peterson Wealth Services
INCREASED61,56859,370+2,198+4%$14.2M$15.3M+$1.2M2026-10-26
Occidental Asset Management, LLC
INCREASED61,43355,103+6,330+11%$13.1M$15.3M+$2.2M2026-11-05
Jcic Asset Management Inc.
DECREASED61,26670,898-9,632-14%$14.8M$15.3M+$498.5K2026-10-30
Ninety One North America, Inc.
UNCHANGED61,24861,24800%$14.6M$15.3M+$662.1K2026-10-15
New Hampshire Trust
DECREASED61,15362,345-1,192-2%$14.9M$15.2M+$377.0K2026-10-20
Westside Investment Management, Inc.
INCREASED61,09960,250+849+1%$14.4M$15.3M+$915.2K2026-11-02
Asset Planning,Inc
DECREASED61,01661,085-690%$14.6M$15.2M+$643.1K2026-10-26
QV Investors Inc.
DECREASED60,98061,920-940-2%$14.8M$15.2M+$435.0K2026-10-20
Personal CFO Solutions, LLC
DECREASED60,93663,968-3,032-5%$15.2M$15.2M-$64.0K2026-11-06
Gibbs Wealth Management
INCREASED60,91242,460+18,452+43%$10.1M$15.2M+$5.1M2026-10-22
HCR Wealth Advisors
INCREASED60,41358,530+1,883+3%$14.0M$15.1M+$1.1M2026-10-15
Pioneer Trust Bank N A
INCREASED60,25959,819+440+1%$14.3M$15.0M+$756.3K2026-11-06
Patten & Patten Inc
DECREASED60,09860,485-387-1%$14.4M$15.0M+$557.4K2026-10-26
Ldic Inc.
INCREASED60,06954,510+5,559+10%$13.0M$15.0M+$2.0M2026-10-14
Grove Bank & Trust
DECREASED60,03661,018-982-2%$14.5M$15.0M+$414.9K2026-10-08
Scott & Selber, Inc.
DECREASED60,00960,132-1230%$14.3M$15.0M+$619.4K2026-10-21
Fragasso Financial Advisors Inc
DECREASED60,00860,545-537-1%$14.4M$15.7M+$1.3M2026-10-13
James Investment Research, Inc.
DECREASED59,97061,721-1,751-3%$14.7M$14.9M+$230.9K2026-10-22
HS Management Partners, LLC
DECREASED59,89968,740-8,841-13%$16.4M$14.9M-$1.5M2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED59,80959,791+18+0%$14.3M$14.9M+$650.9K2026-10-14
Sendero Wealth Management, LLC
DECREASED59,74465,540-5,796-9%$15.6M$14.9M-$735.6K2026-10-14
180 GPS Investments IC Ltd
INCREASED59,46445,214+14,250+32%$10.8M$14.8M+$4.0M2026-11-06
Wealth Enhancement Trust Services, Inc.
INCREASED59,42859,408+20+0%$14.2M$14.8M+$647.2K2026-10-07
Strong Tower Advisory Services
DECREASED59,41060,390-980-2%$14.4M$14.8M+$408.6K2026-10-13
Walter Public Investments Inc.
INCREASED59,34356,734+2,609+5%$13.5M$14.8M+$1.3M2026-11-05
Curated Wealth Partners LLC
INCREASED59,21829,734+29,484+99%$7.1M$14.8M+$7.7M2026-10-15
Bright Rock Capital Management, LLC
INCREASED59,00019,000+40,000+211%$4.5M$14.7M+$10.2M2026-10-05
DSG Capital Advisors, LLC
INCREASED58,97358,012+961+2%$14.4M$14.7M+$335.7K2026-11-05
Quadcap Wealth Management, LLC
DECREASED58,83359,626-793-1%$14.2M$14.7M+$447.0K2026-11-02
Schear Investment Advisers, LLC
INCREASED58,80428,403+30,401+107%$6.8M$14.7M+$7.9M2026-10-14
Tempo Wealth, LLC
INCREASED58,80456,177+2,627+5%$13.4M$14.7M+$1.3M2026-10-14
Madden Securities Corp
DECREASED58,65458,744-900%$14.0M$14.6M+$612.6K2026-10-27
Focused Wealth Management, Inc
INCREASED58,36853,869+4,499+8%$12.8M$14.5M+$1.7M2026-10-30
Sky Investment Group LLC
INCREASED58,05343,125+14,928+35%$10.3M$14.5M+$4.2M2026-10-30
Eagle Rock Investment Company, LLC
INCREASED57,76955,060+2,709+5%$13.1M$14.4M+$1.3M2026-10-21
AdvisorNet Financial, Inc
DECREASED57,67358,864-1,191-2%$14.0M$14.7M+$623.9K2026-10-15
PFG Advisors
DECREASED57,59661,071-3,475-6%$14.6M$14.4M-$205.6K2026-10-16
AGP Franklin, LLC
DECREASED57,37157,717-346-1%$13.8M$14.3M+$537.7K2026-11-04
WealthBridge Investment Counsel Inc.
DECREASED57,15658,046-890-2%$13.8M$14.2M+$405.0K2026-10-13
Summit Global Investments
INCREASED56,89128,973+27,918+96%$6.9M$14.2M+$7.3M2026-10-28
Forum Financial Management, LP
INCREASED56,69454,657+2,037+4%$13.0M$14.1M+$1.1M2026-10-16
Mirabaud & Cie SA
DECREASED56,62358,707-2,084-4%$14.0M$14.1M+$115.4K2026-10-27
Facet Wealth, Inc.
INCREASED56,61644,863+11,753+26%$10.7M$14.1M+$3.4M2026-11-04
Marathon Capital Management
DECREASED56,52556,653-1280%$13.5M$14.1M+$580.5K2026-10-23
TLW Wealth Management, LLC
INCREASED56,35755,622+735+1%$13.3M$14.0M+$784.4K2026-10-27
Mechanics Bank Trust Department
INCREASED56,33156,073+258+0%$13.4M$14.0M+$670.4K2026-10-13
Wright Investors Service Inc
INCREASED56,25552,495+3,760+7%$12.5M$14.0M+$1.5M2026-11-02
Wespac Advisors SoCal, LLC
DECREASED56,10956,824-715-1%$13.5M$14.0M+$436.1K2026-10-13
RDA Financial Network
INCREASED55,93055,672+258+0%$13.3M$13.9M+$666.1K2026-10-15
Legacy Advisors, LLC
DECREASED55,66573,840-18,175-25%$17.6M$13.9M-$3.7M2026-10-19
Brown, Lisle Ings, Inc.
DECREASED55,60055,895-295-1%$13.3M$13.9M+$530.7K2026-10-16
Canandaigua National Bank & Trust Co
DECREASED55,54455,944-400-1%$13.3M$13.8M+$505.1K2026-10-07
Diversified Enterprises, LLC
INCREASED55,24548,913+6,332+13%$11.7M$13.8M+$2.1M2026-10-19
Ashurst Perkins Coie Trust Co
INCREASED55,22254,593+629+1%$13.0M$13.8M+$746.9K2026-10-15
Summit Securities Group LLC
DECREASED55,219200,000-144,781-72%$47.7M$13.8M-$33.9M2026-11-05
Rockport Wealth LLC
DECREASED55,12368,421-13,298-19%$16.3M$13.7M-$2.6M2026-11-03
Kazazian Asset Management, LLC
INCREASED55,09854,070+1,028+2%$12.9M$13.7M+$840.6K2026-11-02
Pacific Sage Partners, LLC
DECREASED55,04062,922-7,882-13%$15.0M$13.7M-$1.3M2026-10-21
DCF Advisers, LLC
DECREASED55,00059,250-4,250-7%$14.1M$13.7M-$418.4K2026-11-04
Congress Park Capital LLC
INCREASED54,97754,687+290+1%$13.0M$13.7M+$663.4K2026-10-13
FCG Investment Co
INCREASED54,97149,329+5,642+11%$11.8M$13.7M+$1.9M2026-10-13
Duncker Streett & Co Inc
INCREASED54,90354,589+314+1%$13.0M$13.7M+$668.3K2026-10-27
Cane Capital Partners, LLC
INCREASED54,78551,746+3,039+6%$12.3M$13.6M+$1.3M2026-10-23
BIP Wealth, LLC
INCREASED54,66253,933+729+1%$12.9M$13.6M+$764.7K2026-10-22
Kurv Investment Management LLC
INCREASED54,63450,150+4,484+9%$12.0M$13.6M+$1.7M2026-10-28
Verde Servicos Internacionais S.A.
DECREASED54,41460,879-6,465-11%$14.5M$13.6M-$953.0K2026-10-26
Compass Capital Management, Inc
INCREASED54,32354,304+19+0%$12.9M$13.5M+$591.8K2026-11-06
Chronos Wealth Management, LLC
DECREASED54,26854,412-1440%$13.0M$13.5M+$552.3K2026-10-20
Elyxium Wealth, LLC
INCREASED54,04153,075+966+2%$12.6M$13.5M+$814.4K2026-10-27
Deuterium Capital Management, LLC
UNCHANGED54,00054,00000%$12.9M$13.5M+$583.7K2026-11-04
Oak Harvest Investment Services
INCREASED53,97338,834+15,139+39%$9.3M$13.4M+$4.2M2026-10-20
Capital City Trust Co
DECREASED53,92953,941-120%$12.9M$13.4M+$580.1K2026-10-22
Allen Capital Group, LLC
INCREASED53,87853,035+843+2%$12.6M$13.4M+$783.3K2026-10-27
Roman Butler Fullerton & Co
INCREASED53,63352,155+1,478+3%$12.9M$14.1M+$1.2M2026-10-27
Prudent Man Advisors, LLC
INCREASED53,59342,487+11,106+26%$10.1M$13.4M+$3.2M2026-11-03
Searcy Financial Services Inc
DECREASED53,58454,620-1,036-2%$13.0M$13.4M+$332.3K2026-10-07
Balboa Wealth Partners
INCREASED53,56752,659+908+2%$12.6M$13.3M+$795.5K2026-10-20
LVW Advisors, LLC
DECREASED53,55855,422-1,864-3%$13.2M$13.3M+$134.7K2026-10-19
Roberts Wealth Advisors, LLC
DECREASED52,97653,908-932-2%$12.8M$13.2M+$350.5K2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED52,87952,614+265+1%$12.5M$13.2M+$634.8K2026-10-27
Richards, Merrill & Peterson, Inc.
INCREASED52,75150,595+2,156+4%$12.1M$13.1M+$1.1M2026-10-19
Clay Northam Wealth Management, LLC
DECREASED52,64652,844-1980%$12.6M$13.1M+$521.9K2026-10-13
Leeward Financial Partners, LLC
DECREASED52,62654,781-2,155-4%$13.1M$13.1M+$55.3K2026-10-23
Avantax Planning Partners, Inc.
DECREASED52,43852,660-2220%$12.6M$13.1M+$514.0K2026-11-03
Inscription Capital, LLC
DECREASED52,42770,692-18,265-26%$16.8M$13.1M-$3.8M2026-11-02
Evermay Wealth Management LLC
DECREASED52,41253,479-1,067-2%$12.7M$13.1M+$312.3K2026-11-05
Bell Asset Management Ltd
DECREASED52,29771,580-19,283-27%$17.1M$13.0M-$4.0M2026-10-08
Louisbourg Investments Inc.
INCREASED52,21449,875+2,339+5%$9.5M$10.4M+$878.9K2026-10-20
Little House Capital LLC
DECREASED52,11452,514-400-1%$12.5M$13.0M+$468.0K2026-11-06
Activest Wealth Management
INCREASED52,09052,086+4+0%$12.4M$13.0M+$564.1K2026-10-15
XML Financial, LLC
DECREASED52,08652,605-519-1%$12.5M$13.0M+$439.4K2026-10-29
Capital Advisors Wealth Management, LLC
INCREASED51,96851,604+364+1%$12.3M$12.9M+$648.5K2026-10-09
GenTrust, LLC
INCREASED51,95446,950+5,004+11%$11.2M$12.9M+$1.8M2026-11-06
Lorne Steinberg Wealth Management Inc.
INCREASED51,93151,701+230+0%$12.3M$12.9M+$616.2K2026-10-23
Penbrook Management LLC
UNCHANGED51,76051,76000%$12.3M$12.9M+$559.5K2026-10-16
AlpenGlobal Capital LLC
DECREASED51,72452,119-395-1%$12.4M$12.9M+$465.0K2026-11-06
Bradyco, Inc.
DECREASED51,59854,198-2,600-5%$12.9M$12.9M-$61.9K2026-11-03
Snider Financial Group
INCREASED51,57050,214+1,356+3%$12.0M$12.8M+$880.7K2026-10-16
Heck Capital Advisors, LLC
INCREASED51,43149,512+1,919+4%$11.8M$12.8M+$1.0M2026-10-14
Manske Wealth Management
INCREASED51,41550,870+545+1%$12.1M$12.8M+$685.7K2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED51,16449,130+2,034+4%$11.7M$12.7M+$1.0M2026-10-19
Journey Advisory Group, LLC
INCREASED51,13746,055+5,082+11%$11.0M$12.7M+$1.8M2026-11-04
Central Pacific Bank - Trust Division
DECREASED50,97054,007-3,037-6%$12.9M$12.7M-$172.9K2026-10-06
Berbice Capital Management LLC
INCREASED50,94949,930+1,019+2%$11.9M$12.7M+$793.6K2026-10-13
Archford Capital Strategies, LLC
INCREASED50,92048,325+2,595+5%$11.5M$12.7M+$1.2M2026-10-19
Trust Point Inc.
NEW50,901—+50,901——$12.7M—2026-10-27
Winthrop Advisory Group LLC
INCREASED50,89849,480+1,418+3%$11.8M$12.7M+$888.4K2026-10-22
Woodstock Corp
INCREASED50,87950,814+65+0%$12.1M$12.7M+$565.5K2026-10-13
Park State Asset Management
DECREASED50,66254,372-3,710-7%$13.0M$12.6M-$336.6K2026-11-02
Leelyn Smith, LLC
DECREASED50,57550,646-710%$12.1M$12.6M+$529.8K2026-11-03
LFG Wealth Partners, LLC
INCREASED50,16648,330+1,836+4%$11.5M$12.5M+$979.8K2026-10-28
Mirae Asset Securities (USA) Inc.
DECREASED50,149125,951-75,802-60%$30.0M$12.5M-$17.5M2026-10-15
Zions Bancorporation, National Association
INCREASED50,03746,819+3,218+7%$11.2M$12.5M+$1.3M2026-11-06
GPM Growth Investors, Inc.
DECREASED49,97050,427-457-1%$12.0M$12.5M+$431.3K2026-10-30
First Nebraska Trust Co
INCREASED49,92749,172+755+2%$11.7M$12.4M+$719.6K2026-10-30
Mengis Capital Management, Inc.
INCREASED49,72147,943+1,778+4%$11.4M$12.4M+$961.3K2026-10-13
Bfsg, LLC
INCREASED49,68649,361+325+1%$11.8M$12.4M+$614.6K2026-10-30
Vanderbilt University
INCREASED49,62636,959+12,667+34%$8.8M$12.4M+$3.6M2026-11-02
Courier Capital LLC
DECREASED49,59550,859-1,264-2%$12.1M$12.4M+$234.9K2026-10-19
Community Bank, N.A.
INCREASED49,57548,130+1,445+3%$11.5M$12.4M+$880.3K2026-11-06
Ascent Wealth Partners, LLC
INCREASED49,52548,656+869+2%$11.6M$12.3M+$742.5K2026-10-23
Clear Creek Financial Management, LLC
DECREASED49,45668,288-18,832-28%$16.3M$12.3M-$4.0M2026-10-28
Arjuna Capital
DECREASED49,42249,441-190%$11.8M$12.3M+$529.7K2026-11-03
WealthBridge Capital Management, LLC
DECREASED49,36249,716-354-1%$11.8M$12.3M+$449.3K2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED49,21326,565+22,648+85%$6.3M$12.8M+$6.5M2026-10-20
Graves Light Lenhart Wealth, Inc.
DECREASED49,18650,632-1,446-3%$12.1M$12.3M+$187.1K2026-10-09
Bison Wealth, LLC
INCREASED49,03944,127+4,912+11%$10.8M$12.7M+$2.0M2026-10-13
Regent Peak Wealth Advisors LLC
DECREASED48,73549,094-359-1%$11.7M$12.1M+$440.9K2026-10-13
Miramontes Capital, LLC
DECREASED48,62148,739-1180%$11.6M$12.1M+$497.6K2026-10-19
Bradley & Co. Private Wealth Management, LLC
DECREASED48,60750,481-1,874-4%$12.0M$12.1M+$78.8K2026-10-23
Weaver Capital Management LLC
INCREASED48,55640,119+8,437+21%$8.4M$12.1M+$3.7M2026-10-15
Purus Wealth Management, LLC
DECREASED48,37549,353-978-2%$11.8M$12.1M+$289.8K2026-10-15
Advisors Management Group Inc
INCREASED48,32043,766+4,554+10%$10.4M$12.0M+$1.6M2026-11-05
Kestra Investment Management, LLC
DECREASED48,02850,362-2,334-5%$12.0M$12.0M-$37.2K2026-11-04
SS&H Financial Advisors, Inc.
INCREASED48,01547,805+210+0%$11.4M$12.0M+$569.0K2026-10-28
Highline Wealth Partners LLC
INCREASED48,01347,042+971+2%$11.2M$12.0M+$750.4K2026-10-19
Advisor OS, LLC
INCREASED47,93947,831+108+0%$11.4M$11.9M+$544.0K2026-11-03
Columbia Bank
INCREASED47,93745,748+2,189+5%$10.9M$11.9M+$1.0M2026-10-29
Royal Fund Management, LLC
INCREASED47,87332,556+15,317+47%$7.8M$11.9M+$4.2M2026-10-22
EagleClaw Capital Managment, LLC
DECREASED47,68648,936-1,250-3%$11.7M$11.9M+$217.6K2026-11-06
Root Financial Partners, LLC
INCREASED47,57741,967+5,610+13%$10.0M$11.9M+$1.9M2026-10-21
Westchester Capital Management, Inc.
INCREASED47,52542,813+4,712+11%$10.2M$11.8M+$1.6M2026-10-23
Waldron Private Wealth LLC
INCREASED47,48543,149+4,336+10%$10.3M$11.8M+$1.5M2026-11-02
Prosperitas Financial LLC
INCREASED47,43244,696+2,736+6%$10.7M$11.8M+$1.2M2026-10-28
Nightview Capital, LLC
UNCHANGED47,31547,31500%$11.3M$11.8M+$511.5K2026-10-20
TBH Global Asset Management, LLC
INCREASED47,27746,505+772+2%$11.1M$11.8M+$694.9K2026-11-03
First Heartland Consultants, Inc.
INCREASED47,22646,661+565+1%$11.1M$11.8M+$645.0K2026-10-08
Acumen Wealth Advisors, LLC
INCREASED47,19445,634+1,560+3%$10.9M$11.8M+$882.0K2026-11-05
Ipswich Investment Management Co., Inc.
DECREASED47,11147,349-2380%$11.3M$11.7M+$452.5K2026-10-13
Wormser Freres Gestion
DECREASED47,10853,526-6,418-12%$13.0M$11.7M-$1.3M2026-10-21
Davidson Kahn Capital Management, LLC
DECREASED47,10848,358-1,250-3%$11.5M$11.7M+$211.3K2026-10-26
Harmony Asset Management LLC
DECREASED47,07154,717-7,646-14%$13.0M$11.7M-$1.3M2026-10-20
Ayalon Insurance Comp Ltd.
INCREASED47,01740,717+6,300+15%$9.7M$11.7M+$2.0M2026-10-08
Arsenal Capital Advisors LLC
DECREASED46,97047,021-510%$11.2M$11.7M+$495.6K2026-11-02
Pacifica Partners Inc.
INCREASED46,91145,934+977+2%$11.1M$11.6M+$512.3K2026-10-09
McKinley Carter Wealth Services, Inc.
DECREASED46,82947,105-276-1%$11.2M$11.7M+$440.4K2026-10-16
Grant Private Wealth Management Inc
DECREASED46,78455,872-9,088-16%$13.3M$11.7M-$1.7M2026-10-19
Victrix Investment Advisors
INCREASED46,52745,054+1,473+3%$10.7M$11.6M+$853.9K2026-10-13
Wendell David Associates Inc
INCREASED46,51944,584+1,935+4%$10.6M$11.6M+$964.0K2026-10-27
Patton Albertson Miller Group, LLC
INCREASED46,51246,233+279+1%$11.0M$11.6M+$569.3K2026-10-26
Compass Financial Management LLC
INCREASED46,39244,413+1,979+4%$11.6M$11.6M-$54.0K2026-10-30
Chemung Canal Trust Co
DECREASED46,29046,781-491-1%$11.1M$11.5M+$383.4K2026-11-04
United Bank
INCREASED46,09544,179+1,916+4%$10.5M$11.5M+$954.9K2026-11-06
Rockline Wealth Management, LLC
INCREASED46,05345,895+158+0%$10.9M$11.5M+$535.5K2026-10-26
Codex Capital Asset Management L.L.C.
UNCHANGED45,90045,90000%$10.9M$11.4M+$496.2K2026-10-30
Alpha Family Trust
UNCHANGED45,87545,87500%$10.9M$10.9M$02026-11-04
Banque de Luxembourg S.A.
DECREASED45,85147,542-1,691-4%$11.3M$11.4M+$92.6K2026-10-14
High Note Wealth, LLC
DECREASED45,83646,032-1960%$11.0M$11.4M+$448.8K2026-10-27
Chapman Investment Management, LLC
NEW45,795—+45,795——$11.4M—2026-11-03
Agur Provident & Training Funds Management LTD
DECREASED45,75060,750-15,000-25%$136.2K$114.0K-$22.3K2026-11-02
JB Capital LLC
INCREASED45,64734,767+10,880+31%$8.3M$11.4M+$3.1M2026-10-19
Indiana Trust & Investment Management Co
INCREASED45,60545,540+65+0%$10.9M$11.4M+$508.5K2026-10-22
Ignite Planners, LLC
INCREASED45,52345,449+74+0%$10.8M$11.4M+$543.9K2026-10-14
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED45,50045,50000%$10.8M$11.3M+$491.9K2026-11-06
Weybosset Research & Management LLC
INCREASED45,47945,202+277+1%$10.8M$11.3M+$557.6K2026-10-19
Arista Wealth Management, LLC
INCREASED45,46744,483+984+2%$10.6M$11.3M+$726.0K2026-10-29
Wealth Advisors Northwest LLC
INCREASED45,38144,887+494+1%$10.7M$11.3M+$608.3K2026-10-29
Crystal Rock Capital Management
DECREASED45,38048,430-3,050-6%$11.5M$11.3M-$236.4K2026-10-28
Plancorp, LLC
INCREASED45,35042,708+2,642+6%$10.6M$10.9M+$337.9K2026-11-03
Stablepoint Partners, LLC
INCREASED45,25443,401+1,853+4%$10.3M$11.3M+$930.8K2026-11-03
Iowa State Bank
DECREASED45,25047,026-1,776-4%$11.2M$11.3M+$65.9K2026-10-06
Guardian Asset Advisors, LLC
INCREASED45,22844,992+236+1%$10.7M$11.3M+$545.5K2026-10-16
Fiduciary Family Office, LLC
INCREASED45,17641,977+3,199+8%$10.0M$11.3M+$1.3M2026-11-04
FFG Partners, LLC
DECREASED44,92746,483-1,556-3%$11.1M$11.2M+$114.8K2026-10-15
Money Concepts Capital Corp
INCREASED44,90044,705+195+0%$10.7M$11.2M+$531.8K2026-11-06
TB Alternative Assets Ltd.
NEW44,700—+44,700——$11.1M—2026-10-16
KPP Advisory Services LLC
DECREASED44,48749,463-4,976-10%$11.8M$11.1M-$705.1K2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED44,48351,279-6,796-13%$12.2M$11.1M-$1.1M2026-10-28
Realta Investment Advisors
DECREASED44,39245,492-1,100-2%$10.8M$11.1M+$217.7K2026-10-14
Lodestar Private Asset Management LLC
DECREASED44,30845,425-1,117-2%$10.8M$11.0M+$212.7K2026-10-26
PFC Capital Group, Inc.
DECREASED44,21844,236-180%$10.5M$11.0M+$473.9K2026-11-06
Bennett Selby Investments LP
INCREASED44,20938,070+6,139+16%$9.1M$11.0M+$1.9M2026-10-19
Advanced Asset Management Advisors Inc
UNCHANGED44,14044,14000%$10.5M$11.0M+$477.2K2026-10-20
HBW Advisory Services LLC
DECREASED44,10852,234-8,126-16%$12.4M$11.0M-$1.5M2026-10-15
Knuff & Co LLC
INCREASED44,06743,960+107+0%$10.5M$11.0M+$501.9K2026-11-06
Harrell Investment Partners, LLC
DECREASED44,02744,103-760%$10.5M$11.0M+$457.8K2026-10-15
Crocodile Capital Partners GmbH
UNCHANGED44,00044,00000%$10.5M$11.0M+$475.6K2026-10-09
Global Wealth Management Investment Advisory, Inc.
DECREASED43,91443,946-320%$10.5M$10.9M+$467.2K2026-11-04
Goelzer Investment Management, Inc.
DECREASED43,86444,452-588-1%$10.6M$10.9M+$334.1K2026-10-16
Kelleher Financial Advisors
DECREASED43,84860,179-16,331-27%$14.3M$10.9M-$3.4M2026-10-30
Defender Capital, Llc.
INCREASED43,83228,672+15,160+53%$6.8M$10.9M+$4.1M2026-10-01
Aries Wealth Management
INCREASED43,78543,427+358+1%$10.4M$10.9M+$558.6K2026-10-23
Marathon Wealth Advisors LLC
INCREASED43,77643,760+16+0%$10.4M$10.9M+$477.0K2026-11-04
Gouws Capital LLC
INCREASED43,67643,546+130+0%$10.4M$10.9M+$503.1K2026-10-09
Culbertson A N & Co Inc
INCREASED43,66341,825+1,838+4%$10.0M$10.9M+$910.1K2026-10-21
Brick & Kyle, Associates
INCREASED43,58743,241+346+1%$9.0M$10.9M+$1.9M2026-11-05
Conning Inc.
DECREASED43,53443,990-456-1%$10.5M$10.8M+$361.9K2026-10-27
Finer Wealth Management, Inc.
DECREASED43,48743,752-265-1%$10.4M$10.8M+$407.0K2026-10-16
RAM Investment Partners, LLC
DECREASED43,38044,985-1,605-4%$10.7M$10.8M+$86.4K2026-10-21
Legal Advantage Investments, Inc.
INCREASED43,37537,375+6,000+16%$8.9M$10.8M+$1.9M2026-10-13
Jacobi Capital Management LLC
DECREASED43,30443,557-253-1%$10.4M$10.8M+$407.8K2026-11-05
Pictet Bank & Trust Ltd
DECREASED43,24247,130-3,888-8%$11.2M$10.8M-$459.2K2026-10-21
Contravisory Investment Management, Inc.
INCREASED43,20841,083+2,125+5%$9.8M$10.8M+$973.6K2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED43,20042,200+1,000+2%$10.1M$10.8M+$705.3K2026-11-06
Capricorn Fund Managers Ltd
DECREASED43,13244,648-1,516-3%$10.6M$10.7M+$104.9K2026-11-03
Marks Group Wealth Management, Inc
DECREASED43,10047,402-4,302-9%$11.3M$10.7M-$559.4K2026-11-05
Concord Wealth Partners
DECREASED43,07044,398-1,328-3%$10.6M$10.7M+$149.2K2026-11-02
Mindset Wealth Management, LLC
INCREASED43,06142,830+231+1%$10.2M$10.7M+$520.5K2026-10-19
RS Crum Inc.
DECREASED42,97443,089-1150%$10.3M$10.7M+$437.1K2026-10-19
SeaBridge Investment Advisors LLC
INCREASED42,79938,681+4,118+11%$9.2M$10.7M+$1.4M2026-11-02
MCF Advisors LLC
INCREASED42,69042,467+223+1%$10.1M$10.6M+$514.6K2026-10-28
Lynch Asset Management, Inc.
UNCHANGED42,65042,65000%$10.2M$10.6M+$461.0K2026-10-28
Seamount Financial Group Inc
DECREASED42,52344,893-2,370-5%$10.7M$10.6M-$105.2K2026-10-21
ACT Capital Partners, L.P.
NEW42,500—+42,500——$10.6M—2026-11-06
Gilliland Jeter Wealth Management LLC
DECREASED42,46043,189-729-2%$10.3M$10.6M+$285.2K2026-10-28
Summit Asset Management, LLC
INCREASED42,45742,223+234+1%$10.1M$10.6M+$514.7K2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED42,31948,233-5,914-12%$11.5M$10.5M-$952.1K2026-10-21
True Private Wealth Advisors
DECREASED42,29542,547-252-1%$10.1M$10.5M+$397.1K2026-10-19
Harbour Capital Advisors, LLC
INCREASED42,22642,134+92+0%$10.3M$10.5M+$183.5K2026-10-13
Griffith & Werner, Inc.
INCREASED41,91140,433+1,478+4%$9.6M$10.4M+$805.1K2026-11-04
Summerhill Capital Management lnc.
INCREASED41,89735,577+6,320+18%$8.5M$10.4M+$2.0M2026-11-02
Malaga Cove Capital, LLC
DECREASED41,76244,940-3,178-7%$10.7M$10.4M-$306.0K2026-10-23
Fire Capital Management LLC
INCREASED41,74225,221+16,521+66%$6.0M$10.4M+$4.4M2026-10-27
Plan A Wealth LLC
INCREASED41,7312,340+39,391+1683%$557.7K$10.4M+$9.8M2026-10-08
Hardy Reed LLC
INCREASED41,72339,862+1,861+5%$9.5M$10.4M+$894.6K2026-11-06
Onyx Bridge Wealth Group LLC
INCREASED41,59029,047+12,543+43%$6.9M$10.4M+$3.4M2026-10-16
Inspire Trust Co, N.A.
DECREASED41,57944,816-3,237-7%$10.7M$10.4M-$322.0K2026-11-05
Formidable Asset Management, LLC
INCREASED41,57141,210+361+1%$8.6M$9.9M+$1.3M2026-11-03
Bernardo Wealth Planning LLC
INCREASED41,53619,895+21,641+109%$4.7M$10.3M+$5.6M2026-10-23
Compton Wealth Advisory Group, LLC
INCREASED41,53638,639+2,897+8%$9.3M$10.3M+$971.4K2026-10-13
J.Safra Asset Management Corp
DECREASED41,45741,649-1920%$9.9M$10.3M+$402.4K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED41,43641,012+424+1%$8.3M$9.0M+$703.8K2026-11-04
GFG Capital, LLC
INCREASED41,41940,993+426+1%$9.8M$10.3M+$549.3K2026-10-16
Legacy CG, LLC
DECREASED41,37141,972-601-1%$10.0M$10.3M+$304.0K2026-10-30
Kavar Capital Partners Group, LLC
INCREASED41,35839,319+2,039+5%$9.4M$10.3M+$933.1K2026-11-06
Argentarii, LLC
INCREASED41,31240,916+396+1%$11.1M$10.3M-$847.3K2026-10-28
Kathmere Capital Management, LLC
INCREASED41,29736,930+4,367+12%$8.8M$10.3M+$1.5M2026-10-20
Mcrae Capital Management Inc
INCREASED41,28540,977+308+1%$9.8M$10.3M+$519.7K2026-10-15
McAdam, LLC
INCREASED41,25941,222+37+0%$9.8M$10.3M+$454.7K2026-10-21
Norman Fields, Gottscho Capital Management, LLC
DECREASED41,11441,129-150%$9.8M$10.2M+$440.9K2026-10-05
Fairfield Financial Advisors, LTD
DECREASED41,08842,999-1,911-4%$10.2M$10.2M-$11.3K2026-10-14
Glass Wealth Management Co LLC
INCREASED41,07938,934+2,145+6%$9.3M$10.2M+$955.3K2026-10-28
Bouvel Investment Partners, LLC
DECREASED41,07441,727-653-2%$9.9M$10.2M+$288.4K2026-10-13
WealthPLAN Partners, LLC
INCREASED41,06540,224+841+2%$9.6M$10.2M+$644.4K2026-10-15
Blodgett Wealth Advisors, LLC
INCREASED41,00240,952+50+0%$9.8M$10.2M+$455.1K2026-10-23
Buckhead Capital Management LLC
INCREASED40,69939,633+1,066+3%$9.4M$10.1M+$694.0K2026-11-03
Zullo Investment Group, Inc.
DECREASED40,64841,044-396-1%$9.8M$10.1M+$345.0K2026-10-20
Capital Investment Counsel, LLC
DECREASED40,64340,661-180%$9.7M$10.1M+$435.1K2026-10-14
CGN Advisors LLC
DECREASED40,61842,468-1,850-4%$10.1M$10.1M-$1.7K2026-10-21
Childress Capital Advisors, LLC
INCREASED40,38438,772+1,612+4%$9.2M$10.1M+$820.8K2026-10-28
Investment Research & Advisory Group, Inc.
DECREASED40,38041,261-881-2%$9.9M$10.1M+$264.7K2026-10-19
VCI Wealth Management LLC
DECREASED40,37841,935-1,557-4%$10.0M$10.1M+$65.4K2026-10-29
Versant Capital Management, Inc
INCREASED40,37539,238+1,137+3%$9.4M$10.1M+$707.3K2026-10-02
Eastover Investment Advisors LLC
INCREASED40,36240,262+100+0%$9.6M$10.1M+$460.1K2026-10-05
Stiles Financial Services Inc
INCREASED40,22340,185+38+0%$9.6M$10.0M+$443.9K2026-10-30
Altman Advisors, Inc.
INCREASED40,13639,801+335+1%$9.5M$10.0M+$513.7K2026-11-05
Peterson Wealth Management
INCREASED40,03037,572+2,458+7%$9.0M$10.0M+$1.0M2026-11-06
Vicus Capital
DECREASED39,97941,155-1,176-3%$9.8M$10.0M+$151.9K2026-11-05
Legacy Trust
INCREASED39,94938,019+1,930+5%$9.1M$9.6M+$540.3K2026-11-06
Clark Asset Management, LLC
INCREASED39,92939,083+846+2%$9.3M$9.9M+$633.3K2026-10-19
Global Assets Advisory, LLC
INCREASED39,88337,742+2,141+6%$9.2M$10.1M+$880.9K2026-10-28
Insight Advisors, LLC/ PA
DECREASED39,87842,267-2,389-6%$10.1M$9.9M-$138.3K2026-10-22
Cardinal Point Capital Management ULC
INCREASED39,79138,097+1,694+4%$9.1M$9.9M+$833.7K2026-10-21
Dupree Financial Group, LLC
INCREASED39,63239,008+624+2%$9.3M$9.9M+$577.1K2026-10-09
Romano Brothers and Company
INCREASED39,62339,179+444+1%$9.3M$9.9M+$534.1K2026-10-22
Stableford Capital II LLC
DECREASED39,60140,052-451-1%$9.5M$9.9M+$320.6K2026-10-09
Confluence Wealth Services, Inc.
DECREASED39,50047,283-7,783-16%$11.3M$9.8M-$1.4M2026-11-05
Concord Asset Management, LLC
INCREASED39,46238,597+865+2%$9.2M$9.8M+$632.9K2026-11-02
Triton Wealth Management, Pllc
INCREASED39,40037,662+1,738+5%$9.2M$9.8M+$596.6K2026-11-04
Maxi Investments CY Ltd
DECREASED39,269129,622-90,353-70%$30.9M$9.8M-$21.1M2026-10-26
Goodman Advisory Group, LLC
INCREASED39,14137,139+2,002+5%$8.9M$9.8M+$900.3K2026-11-02
Greater Midwest Financial Group, LLC
DECREASED39,13739,470-333-1%$9.4M$9.8M+$343.8K2026-10-13
WT Wealth Management
DECREASED39,13240,377-1,245-3%$9.6M$9.7M+$126.2K2026-10-13
Mount Vernon Associates Inc
DECREASED39,08540,561-1,476-4%$9.7M$9.7M+$71.0K2026-10-26
Mendel Money Management
DECREASED38,99539,230-235-1%$9.4M$9.7M+$365.1K2026-11-02
Pegasus Asset Management, Inc.
INCREASED38,89338,453+440+1%$9.2M$9.7M+$525.3K2026-11-03
LMG Wealth Partners, LLC
INCREASED38,86038,198+662+2%$9.1M$9.7M+$577.9K2026-11-05
Eagle Capital Management, LLC
DECREASED38,81539,612-797-2%$9.4M$9.7M+$230.0K2026-10-19
Earned Wealth Advisors, LLC
INCREASED38,76035,617+3,143+9%$8.5M$9.7M+$1.2M2026-11-06
Fortis Group Advisors, LLC
INCREASED38,75236,506+2,246+6%$8.7M$9.3M+$618.4K2026-11-06
Baker Ellis Asset Management LLC
INCREASED38,68238,192+490+1%$9.1M$9.6M+$534.9K2026-10-14
Berkeley, Inc
DECREASED38,63338,836-203-1%$9.3M$9.6M+$369.2K2026-10-20
Lewis Asset Management, LLC
INCREASED38,52038,160+360+1%$9.1M$9.6M+$502.2K2026-10-14
Pines Wealth Management, LLC
DECREASED38,38939,143-754-2%$9.3M$9.6M+$235.3K2026-10-21
Focused Alpha, LLC
DECREASED38,35739,475-1,118-3%$9.4M$9.6M+$148.2K2026-10-20
Secure Asset Management, LLC
INCREASED38,35137,563+788+2%$9.0M$9.6M+$602.3K2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED38,35137,638+713+2%$9.0M$9.6M+$584.5K2026-10-19
Processus Wealth & Capital Management, LLC
DECREASED38,34938,647-298-1%$9.2M$9.6M+$343.5K2026-10-16
Asset Planning Services Inc
DECREASED38,23838,720-482-1%$9.2M$9.5M+$297.0K2026-10-15
Powell Investment Advisors, LLC
INCREASED38,16037,800+360+1%$9.0M$9.5M+$498.3K2026-10-22
Rydar Equities, Inc.
UNCHANGED38,15038,15000%$9.5M$9.9M+$392.9K2026-10-13
Arlington Financial Advisors, LLC
DECREASED38,13638,248-1120%$9.1M$9.5M+$385.6K2026-10-19
Reliant Investment Management, LLC
INCREASED38,08637,340+746+2%$8.9M$9.5M+$589.5K2026-10-14
MBL Wealth, LLC
INCREASED37,97933,501+4,478+13%$8.0M$9.5M+$1.5M2026-10-22
Canopy Partners, LLC
INCREASED37,89537,868+27+0%$9.0M$9.4M+$416.1K2026-10-28
Ring Mountain Capital, LLC
INCREASED37,80736,719+1,088+3%$8.8M$9.4M+$668.0K2026-10-13
Evergreen Wealth Management, LLC
INCREASED37,64937,404+245+1%$8.9M$9.4M+$465.3K2026-11-06
Arrow Financial Corp
DECREASED37,36338,354-991-3%$9.1M$9.3M+$167.7K2026-10-26
Joseph P. Lucia & Associates, LLC
INCREASED37,18336,128+1,055+3%$8.6M$9.3M+$653.4K2026-10-30
Meadowbrook Wealth Management, LLC
DECREASED37,16337,435-272-1%$8.9M$9.3M+$336.9K2026-10-08
Founders Financial Securities LLC
DECREASED37,16138,570-1,409-4%$9.2M$9.3M+$66.0K2026-10-28
Asset Dedication, LLC
DECREASED37,09637,961-865-2%$9.0M$9.2M+$194.8K2026-11-03
Sonata Capital Group Inc
DECREASED37,07437,574-500-1%$9.0M$9.2M+$281.6K2026-10-19
Strengthening Families & Communities, LLC
DECREASED37,07037,143-730%$8.9M$9.2M+$383.3K2026-10-21
Princeton Global Asset Management LLC
DECREASED37,01337,081-680%$8.8M$9.2M+$384.0K2026-10-21
Convergence Financial, LLC
DECREASED36,97163,086-26,115-41%$15.0M$9.2M-$5.8M2026-10-27
R2 Capital Strategies, LLC
INCREASED36,95436,702+252+1%$8.7M$9.2M+$459.5K2026-10-15
Axon Capital LP
DECREASED36,95058,800-21,850-37%$14.0M$9.2M-$4.8M2026-10-27
Spirit of America Management Corp
INCREASED36,95036,550+400+1%$8.7M$9.2M+$494.8K2026-10-14
Hixon Zuercher, LLC
DECREASED36,82336,944-1210%$8.8M$9.2M+$369.3K2026-10-13
Doliver Advisors, LP
DECREASED36,77637,116-340-1%$8.8M$9.2M+$316.5K2026-10-01
Elm3 Financial Group, LLC
DECREASED36,75836,886-1280%$8.8M$9.2M+$366.8K2026-10-07
Bell & Brown Wealth Advisors, LLC
DECREASED36,62038,314-1,694-4%$9.1M$9.1M-$7.9K2026-10-16
Keudell ison Wealth Management
INCREASED36,60336,497+106+0%$8.7M$9.1M+$420.9K2026-10-16
Boyd Watterson Asset Management LLC
INCREASED36,46235,608+854+2%$8.5M$9.1M+$597.7K2026-11-06
Greystone Financial Group, LLC
INCREASED36,45625,506+10,950+43%$6.1M$9.1M+$3.0M2026-10-26
Jericho Financial, LLP
INCREASED36,45036,000+450+1%$8.6M$9.1M+$501.3K2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED36,39235,764+628+2%$8.5M$9.1M+$543.1K2026-11-02
White Pine Investment Co
DECREASED36,33636,724-388-1%$8.8M$9.1M+$300.0K2026-10-15
Armstrong Advisory Group, Inc
INCREASED36,28735,918+369+1%$8.6M$9.0M+$480.1K2026-10-09
Raab & Moskowitz Asset Management LLC
DECREASED36,24836,783-535-1%$8.8M$9.0M+$264.3K2026-11-02
Capelight Capital Asset Management LP
INCREASED36,22525,000+11,225+45%$6.0M$9.0M+$3.1M2026-10-23
Fairvoy Private Wealth, LLC
INCREASED36,16336,162+10%$8.6M$9.0M+$391.3K2026-10-19
Fortem Financial Group, LLC
INCREASED36,09935,747+352+1%$8.5M$9.0M+$474.1K2026-10-20
Lincoln Capital Corp
INCREASED36,07436,066+8+0%$8.6M$9.0M+$391.9K2026-10-13
Sculati Wealth Management, LLC
UNCHANGED35,95435,95400%$8.9M$9.3M+$442.2K2026-10-19
Victory Financial Group, LLC
INCREASED35,84929,366+6,483+22%$7.0M$8.9M+$1.9M2026-10-27
Westbourne Investment Advisors, Inc.
INCREASED35,83834,656+1,182+3%$8.3M$8.9M+$669.1K2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED35,77537,807-2,032-5%$9.0M$8.9M-$97.6K2026-10-20
Morangie Management LLC
DECREASED35,66052,699-17,039-32%$12.6M$8.9M-$3.7M2026-10-15
Sloy Dahl & Holst, LLC
DECREASED35,64936,144-495-1%$8.6M$8.9M+$267.4K2026-10-14
Trek Financial, LLC
INCREASED35,64227,895+7,747+28%$6.6M$8.9M+$2.2M2026-10-29
Souders Financial Advisors
INCREASED35,61735,539+78+0%$8.5M$8.9M+$403.5K2026-11-03
Torrey Growth & Income Advisors
DECREASED35,59235,829-237-1%$8.6M$8.9M+$331.7K2026-11-04
Naples Global Advisors, LLC
DECREASED35,47135,512-410%$8.5M$8.8M+$373.7K2026-11-05
Altura Wealth Advisors Inc.
INCREASED35,46133,497+1,964+6%$8.0M$8.8M+$851.4K2026-10-22
Cohen Investment Advisors LLC
INCREASED35,45735,233+224+1%$8.4M$8.8M+$436.7K2026-10-20
Valley National Advisers Inc
DECREASED35,42235,996-574-2%$8.6M$8.8M+$246.1K2026-10-23
Interchange Capital Partners, LLC
INCREASED35,35135,135+216+1%$8.4M$8.8M+$443.9K2026-10-28
Segment Wealth Management, LLC
INCREASED35,33032,587+2,743+8%$7.8M$8.8M+$1.0M2026-10-26
Essex Bank
INCREASED35,31933,620+1,699+5%$8.0M$8.8M+$786.7K2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED35,25335,110+143+0%$8.4M$8.8M+$415.2K2026-10-30
Choice Wealth Advisors LLC
DECREASED35,19435,266-720%$8.4M$8.8M+$363.3K2026-10-16
Decker Wealth Management LLC
INCREASED35,01633,945+1,071+3%$8.1M$8.7M+$633.7K2026-10-09
Adirondack Trust Co
DECREASED34,92136,945-2,024-5%$8.8M$8.7M-$104.9K2026-10-14
626 Financial, LLC
DECREASED34,90435,088-184-1%$8.4M$8.7M+$333.2K2026-11-04
Cypress Wealth Services, LLC
INCREASED34,89734,351+546+2%$8.2M$8.9M+$756.5K2026-10-21
Citizens & Northern Corp
DECREASED34,89337,831-2,938-8%$9.0M$8.7M-$323.1K2026-11-06
NTV Asset Management LLC
INCREASED34,86034,501+359+1%$8.2M$8.7M+$462.4K2026-10-23
Maia Wealth LLC
INCREASED34,85534,492+363+1%$8.2M$8.7M+$463.3K2026-10-19
Blue Square Asset Management, LLC
DECREASED34,78635,913-1,127-3%$8.6M$8.7M+$107.4K2026-11-02
Chapin Davis, Inc.
INCREASED34,76934,407+362+1%$8.2M$8.7M+$462.1K2026-10-09
Worth Financial Advisory Group, LLC
INCREASED34,73534,596+139+0%$8.2M$8.7M+$408.6K2026-10-19
Eos Management, L.P.
UNCHANGED34,64734,64700%$8.3M$8.6M+$374.5K2026-10-27
Fischer Financial Services, Inc.
INCREASED34,60534,580+25+0%$8.2M$8.6M+$380.0K2026-10-30
Channel Wealth LLC
INCREASED34,60033,511+1,089+3%$8.0M$8.6M+$633.6K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED34,57842,890-8,312-19%$10.2M$8.6M-$1.6M2026-10-14
Global Wealth Strategies & Associates
INCREASED34,43533,351+1,084+3%$7.9M$8.6M+$630.6K2026-10-02
Wealth Management Partners, LLC
INCREASED34,41632,842+1,574+5%$7.8M$8.6M+$746.4K2026-10-21
Aviso Wealth Management
DECREASED34,39534,467-720%$8.2M$8.6M+$354.4K2026-11-04
DeDora Capital, Inc.
DECREASED34,38635,641-1,255-4%$8.5M$8.6M+$72.5K2026-10-26
Kessler Investment Group, LLC
DECREASED34,36337,127-2,764-7%$8.8M$8.6M-$287.3K2026-10-08
AUA Capital Management, LLC
DECREASED34,29035,024-734-2%$8.3M$8.5M+$195.7K2026-10-15
Wealth Analytics Partners, LLC
DECREASED34,24034,808-568-2%$8.6M$8.5M-$83.9K2026-10-19
Family Capital Trust Co
DECREASED34,19634,286-900%$8.2M$8.5M+$348.2K2026-10-22
Nadler Financial Group, Inc.
DECREASED34,12234,402-280-1%$8.2M$8.5M+$302.1K2026-10-23
Curbstone Financial Management Corp
DECREASED34,12034,300-180-1%$8.2M$8.5M+$325.9K2026-10-21
Barrett & Company, Inc.
DECREASED33,93236,795-2,863-8%$8.8M$8.5M-$315.6K2026-10-22
Norway Savings Bank
INCREASED33,84933,118+731+2%$7.9M$8.4M+$540.1K2026-10-20
Blueprint Investment Partners LLC
INCREASED33,84330,420+3,423+11%$7.3M$8.4M+$1.2M2026-10-28
EPG Wealth Management LLC
INCREASED33,78226,254+7,528+29%$6.3M$8.4M+$2.2M2026-11-03
Connecticut Wealth Management, LLC
DECREASED33,75634,441-685-2%$8.2M$8.4M+$201.6K2026-10-13
Old Mission Investment Co LLC
DECREASED33,69334,407-714-2%$8.2M$8.4M+$194.0K2026-10-22
Ayrshire Capital Management LLC
DECREASED33,50933,650-1410%$8.0M$8.3M+$328.6K2026-10-20
SmartHarvest Portfolios, LLC
DECREASED33,50436,938-3,434-9%$8.8M$8.3M-$456.5K2026-10-26
Ellsworth Advisors, LLC
INCREASED33,49831,692+1,806+6%$8.1M$8.3M+$265.8K2026-10-15
First National Bank of Mount Dora, Trust Investment Services
INCREASED33,49524,277+9,218+38%$5.8M$8.3M+$2.6M2026-10-21
1900 Wealth Management LLC
INCREASED33,46329,260+4,203+14%$7.0M$8.3M+$1.4M2026-10-13
Evanson Financial, LLC
DECREASED33,42433,584-1600%$8.0M$8.3M+$323.3K2026-10-23
Martel Wealth Advisors LLC
DECREASED33,35433,514-1600%$8.0M$8.3M+$322.4K2026-10-14
Delta Financial Advisors LLC
INCREASED33,14432,579+565+2%$7.8M$8.3M+$492.9K2026-10-27
Darden Wealth Group Inc
DECREASED33,00233,799-797-2%$8.1M$8.2M+$167.0K2026-11-06
Beacon Capital Management, LLC
DECREASED32,99833,674-676-2%$8.0M$8.2M+$195.6K2026-10-23
Castle Rock Wealth Management, LLC
DECREASED32,99137,008-4,017-11%$8.9M$8.5M-$489.6K2026-10-09
Woodard & Co Asset Management Group Inc
DECREASED32,98933,923-934-3%$8.1M$8.2M+$134.0K2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED32,94030,362+2,578+8%$7.2M$8.2M+$970.4K2026-10-14
Nautilus Advisors LLC
DECREASED32,93334,482-1,549-4%$8.5M$8.2M-$254.6K2026-10-07
Parr Mcknight Wealth Management Group, LLC
DECREASED32,89433,358-464-1%$8.0M$8.2M+$245.0K2026-10-30
Northern Lights Advisors, Inc.
DECREASED32,87834,362-1,484-4%$8.2M$8.2M+$1.7K2026-10-21
Agate Pass Investment Management, LLC
INCREASED32,83429,602+3,232+11%$7.1M$8.2M+$1.1M2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED32,75932,240+519+2%$7.7M$8.2M+$477.6K2026-10-23
Hummer Financial Advisory Services Inc
DECREASED32,68033,630-950-3%$8.0M$8.1M+$126.8K2026-10-09
Peachtree Investment Partners, LLC
INCREASED32,58031,122+1,458+5%$7.4M$8.1M+$699.8K2026-11-05
Sun Group Wealth Partners
DECREASED32,53432,712-178-1%$7.8M$8.1M+$309.3K2026-10-26
Towne Trust Company, N.a
DECREASED32,52832,993-465-1%$7.9M$8.1M+$240.8K2026-10-28
Bahl & Gaynor LLC
INCREASED32,52532,388+137+0%$7.7M$8.1M+$384.2K2026-11-05
Beacon Financial Group
INCREASED32,50130,133+2,368+8%$7.2M$8.1M+$915.7K2026-10-19
Arrow Capital Pty Ltd
INCREASED32,50025,000+7,500+30%$6.0M$8.1M+$2.1M2026-11-06
Hudson Edge Investment Partners Inc.
INCREASED32,45731,305+1,152+4%$7.5M$8.1M+$625.4K2026-10-28
Accuvest Global Advisors
INCREASED32,45023,099+9,351+40%$5.5M$8.1M+$2.6M2026-11-04
Putney Financial Group LLC
DECREASED32,44832,832-384-1%$7.8M$8.1M+$259.2K2026-10-30
Vanguard Capital Wealth Advisors
DECREASED32,43432,488-540%$7.7M$8.1M+$337.7K2026-10-16
TenCore Partners, LP
DECREASED32,33038,130-5,800-15%$9.1M$8.1M-$1.0M2026-11-05
Nkcfo LLC
INCREASED32,29711,707+20,590+176%$2.8M$8.0M+$5.3M2026-11-04
NewSquare Capital LLC
INCREASED32,29630,581+1,715+6%$7.3M$8.0M+$757.9K2026-11-06
Kepler Cheuvreux (Suisse) SA
DECREASED32,27035,730-3,460-10%$8.5M$8.0M-$475.8K2026-10-20
Oslo Pensjonsforsikring AS
INCREASED32,26731,272+995+3%$7.5M$8.0M+$586.0K2026-10-15
FSM Wealth Advisors, LLC
INCREASED32,25632,026+230+1%$7.6M$8.2M+$561.9K2026-10-27
Kingstone Capital Partners Texas, LLC
INCREASED32,23832,079+159+1%$7.6M$8.0M+$386.4K2026-11-03
Canton Hathaway, LLC
INCREASED32,21031,950+260+1%$7.6M$8.0M+$410.2K2026-10-23
Markowski Investments
DECREASED32,20233,248-1,046-3%$7.9M$8.0M+$98.9K2026-10-30
Pekin Hardy Strauss, Inc.
INCREASED32,19831,061+1,137+4%$7.4M$8.0M+$619.1K2026-11-02
Shaker Investments LLC
INCREASED32,15432,048+106+0%$7.6M$8.0M+$372.8K2026-11-05
Chickasaw Capital Management LLC
DECREASED32,10632,751-645-2%$7.8M$8.0M+$193.2K2026-10-08
Left Brain Wealth Management, LLC
DECREASED32,08932,221-1320%$7.7M$8.0M+$315.4K2026-10-28
Cox Capital Mgt LLC
DECREASED32,06932,347-278-1%$7.7M$8.0M+$280.5K2026-10-07
Cornerstone Planning, LLC
INCREASED32,0197,726+24,293+314%$1.8M$7.7M+$5.9M2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED32,00832,051-430%$7.6M$8.0M+$335.8K2026-10-13
ROI Financial Advisors, LLC
DECREASED31,97232,446-474-1%$7.7M$8.0M+$232.6K2026-10-19
Poehling Capital Management, Inc.
DECREASED31,93731,986-490%$7.6M$8.0M+$333.6K2026-10-20
Accel Wealth Management
DECREASED31,91532,034-1190%$7.6M$8.0M+$316.6K2026-10-13
TradeWell Securities, Llc.
DECREASED31,88832,435-547-2%$7.7M$7.9M+$214.2K2026-10-21
Accretive Wealth Partners, LLC
INCREASED31,82131,616+205+1%$7.5M$7.9M+$392.8K2026-11-06
Grandview Asset Management LLC
DECREASED31,71834,571-2,853-8%$8.2M$7.9M-$337.1K2026-10-19
StrongBox Wealth, LLC
INCREASED31,62128,697+2,924+10%$6.8M$7.9M+$1.0M2026-11-02
Ascentis Wealth Management, LLC
INCREASED31,59928,979+2,620+9%$6.9M$7.9M+$966.0K2026-11-03
SkyOak Wealth, LLC
DECREASED31,50132,066-565-2%$7.6M$7.8M+$205.9K2026-10-28
Peoples Financial Services Corp.
DECREASED31,45331,735-282-1%$7.6M$7.8M+$272.8K2026-10-20
Sterling Investment Counsel, LLC
INCREASED31,42430,771+653+2%$7.3M$7.8M+$495.3K2026-10-19
Tred Avon Family Wealth, LLC
DECREASED31,33431,754-420-1%$7.6M$7.8M+$238.6K2026-10-20
Anchyra Partners LLC
INCREASED31,20227,824+3,378+12%$6.6M$7.8M+$1.1M2026-10-13
Old Second National Bank of Aurora
DECREASED31,14933,370-2,221-7%$8.0M$7.8M-$192.6K2026-10-22
Ironwood Financial, llc
DECREASED31,14431,181-370%$7.7M$7.8M+$48.2K2026-10-20
Cordatus Wealth Management LLC
DECREASED31,10831,707-599-2%$7.6M$7.8M+$193.5K2026-10-19
Sitrin Capital Management LLC
DECREASED31,08731,289-202-1%$7.5M$7.7M+$287.9K2026-10-19
Independent Solutions Wealth Management, LLC
DECREASED30,95130,966-150%$7.4M$7.7M+$331.0K2026-10-28
Campbell Newman Asset Management Inc
DECREASED30,94134,692-3,751-11%$8.3M$7.7M-$559.5K2026-10-22
Revisor Wealth Management LLC
INCREASED30,80830,045+763+3%$7.2M$7.7M+$531.1K2026-10-20
Red Spruce Capital, LLC
INCREASED30,79330,787+6+0%$7.3M$7.7M+$334.3K2026-10-07
Tounjian Advisory Partners, LLC
INCREASED30,77923,327+7,452+32%$5.6M$7.7M+$2.1M2026-11-04
Acropolis Investment Management, LLC
INCREASED30,77330,455+318+1%$7.3M$7.7M+$408.4K2026-10-08
Abel Hall, LLC
INCREASED30,75030,443+307+1%$7.3M$7.7M+$405.6K2026-10-19
Mainstream Capital Management LLC
DECREASED30,73730,969-232-1%$7.4M$7.7M+$277.0K2026-10-23
3Chopt Investment Partners, LLC
INCREASED30,68325,740+4,943+19%$6.1M$7.6M+$1.5M2026-10-30
Old North State Wealth Management, LLC
INCREASED30,64330,219+424+1%$7.2M$7.6M+$432.5K2026-10-22
Oarsman Capital, Inc.
DECREASED30,56231,260-698-2%$7.5M$7.6M+$164.0K2026-11-05
LifeGoal Investments, LLC
INCREASED30,5129,993+20,519+205%$2.4M$7.6M+$5.2M2026-10-09
TSG Advice Partners, LLC
NEW30,503—+30,503——$7.3M—2026-10-29
Tower View Wealth Management LLC
INCREASED30,49929,713+786+3%$7.1M$7.6M+$517.0K2026-10-23
OAK Family Advisors, LLC
DECREASED30,48237,141-6,659-18%$8.9M$7.6M-$1.3M2026-10-19
Diversified Management Inc
INCREASED30,45728,758+1,699+6%$6.9M$7.6M+$734.2K2026-10-08
Evergreen Private Wealth LLC
INCREASED30,45730,096+361+1%$7.2M$7.6M+$415.4K2026-10-30
Almanack Investment Partners, Llc.
INCREASED30,43327,785+2,648+10%$6.6M$7.6M+$960.1K2026-11-03
Floyd Financial Group LLC
DECREASED30,40630,594-188-1%$7.6M$7.9M+$290.7K2026-10-28
Able Financial Group, LLC
INCREASED30,39328,971+1,422+5%$6.9M$7.6M+$667.5K2026-10-14
Solstein Capital, LLC
UNCHANGED30,38730,38700%$7.2M$7.6M+$328.5K2026-11-02
Colonial River Investments, LLC
DECREASED30,37535,025-4,650-13%$8.3M$7.6M-$779.9K2026-10-19
Cooper Capital Advisors LLC
INCREASED30,36929,425+944+3%$7.0M$7.6M+$553.3K2026-10-29
Greenspring Advisors, LLC
INCREASED30,34229,893+449+2%$7.1M$7.6M+$435.0K2026-11-05
Geneva Partners, LLC
NEW30,251—+30,251——$7.5M—2026-10-26
Newman Dignan & Sheerar, Inc.
INCREASED30,23630,067+169+1%$7.2M$7.5M+$367.2K2026-10-21
Income Insurance Ltd
INCREASED30,14130,041+100+0%$7.2M$7.5M+$349.7K2026-10-21
Oakworth Capital, Inc.
INCREASED30,03030,000+30+0%$7.2M$7.5M+$315.3K2026-10-26
Insight Wealth Strategies, LLC
DECREASED30,01430,273-259-1%$7.3M$7.5M+$161.0K2026-10-09
Genus Capital Management Inc.
INCREASED30,01028,133+1,877+7%$6.7M$7.5M+$771.8K2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED29,95928,576+1,383+5%$6.8M$7.5M+$653.6K2026-10-14
Trust Co of Kansas
DECREASED29,93332,032-2,099-7%$7.6M$7.5M-$177.0K2026-11-06
Commons Capital, LLC
DECREASED29,92630,859-933-3%$7.4M$7.5M+$101.1K2026-11-05
Benin Management Corp
INCREASED29,89729,297+600+2%$7.0M$7.4M+$466.2K2026-10-22
Baker Tilly Wealth Management, LLC
INCREASED29,76727,119+2,648+10%$6.5M$7.4M+$952.9K2026-10-05
Unique Wealth Strategies, LLC
UNCHANGED29,75529,75500%$7.1M$7.1M$02026-10-13
StoneCrest Wealth Management, Inc.
DECREASED29,72229,818-960%$7.1M$7.4M+$298.4K2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED29,70428,934+770+3%$6.9M$7.4M+$504.7K2026-10-13
Mattern Wealth Management LLC
INCREASED29,65829,425+233+1%$7.0M$7.4M+$376.1K2026-11-04
Breakwater Capital Group
INCREASED29,65629,435+221+1%$7.0M$7.4M+$373.3K2026-10-09
Elevatus Welath Management
DECREASED29,63338,078-8,445-22%$9.1M$7.4M-$1.7M2026-10-19
Financial Management Network Inc
DECREASED29,62629,882-256-1%$7.4M$7.5M+$63.8K2026-10-09
Robbins Farley
DECREASED29,61829,873-255-1%$7.1M$7.4M+$259.4K2026-10-21
ZWJ Investment Counsel Inc
DECREASED29,61129,705-940%$7.1M$7.4M+$297.7K2026-10-15
Paragon Private Wealth Management, LLC
DECREASED29,52140,458-10,937-27%$9.6M$7.4M-$2.3M2026-10-20
Northbridge Financial Group, LLC
INCREASED29,50328,272+1,231+4%$6.7M$7.6M+$823.0K2026-11-05
Encompass Wealth Advisors, LLC
INCREASED29,49614,667+14,829+101%$3.5M$7.3M+$3.9M2026-10-15
Scissortail Wealth Management, LLC
INCREASED29,41028,875+535+2%$6.9M$7.3M+$445.4K2026-11-03
Elco Management Co., LLC
DECREASED29,36930,036-667-2%$7.2M$7.3M+$158.5K2026-10-14
Arvest Investments, Inc.
INCREASED29,35628,082+1,274+5%$6.7M$7.3M+$621.0K2026-10-21
MSH Capital Advisors LLC
INCREASED29,22724,322+4,905+20%$5.8M$7.3M+$1.5M2026-11-03
GHP Investment Advisors, Inc.
INCREASED29,22526,834+2,391+9%$6.4M$7.3M+$885.8K2026-10-15
McAlister, Sweet & Associates, Inc.
INCREASED29,21328,945+268+1%$6.9M$7.3M+$379.7K2026-10-07
QTR Family Wealth, LLC
INCREASED29,19928,590+609+2%$6.8M$7.3M+$460.8K2026-11-02
Whalen Wealth Management Inc.
INCREASED29,16527,162+2,003+7%$6.5M$7.3M+$792.7K2026-10-08
LexAurum Advisors, LLC
DECREASED29,13529,633-498-2%$7.1M$7.3M+$196.3K2026-10-19
Eagle Strategies LLC
DECREASED29,13129,385-254-1%$7.0M$7.3M+$254.4K2026-10-16
Guinness Atkinson Asset Management Inc
DECREASED29,11029,534-424-1%$7.0M$7.3M+$213.6K2026-11-05
Western Pacific Wealth Management, LP
DECREASED29,01329,650-637-2%$7.1M$7.2M+$161.8K2026-10-16
TCI Wealth Advisors, Inc.
DECREASED28,99529,811-816-3%$7.1M$7.2M+$119.1K2026-10-30
Integrated Financial Solutions, Inc.
INCREASED28,97327,373+1,600+6%$6.5M$7.2M+$694.5K2026-10-09
Hanson & Doremus Investment Management
INCREASED28,94425,506+3,438+13%$6.1M$7.2M+$1.1M2026-10-16
CMG Global Holdings, LLC
DECREASED28,91532,990-4,075-12%$7.9M$7.2M-$658.7K2026-10-14
Millennium Capital Advisors, LLC
DECREASED28,90428,919-150%$6.9M$7.2M+$308.9K2026-10-16
Tsfg, LLC
DECREASED28,89241,103-12,211-30%$9.8M$7.2M-$2.6M2026-10-23
Yankcom Partnership
DECREASED28,83729,590-753-3%$7.1M$7.2M+$132.3K2026-10-15
Revolve Wealth Partners, LLC
INCREASED28,79927,651+1,148+4%$6.6M$7.2M+$584.9K2026-10-23
Udine Wealth Management, Inc.
INCREASED28,65827,868+790+3%$6.6M$7.1M+$498.1K2026-10-23
1834 Investment Advisors Co
DECREASED28,61328,703-900%$6.8M$7.1M+$287.9K2026-10-16
Compass Ion Advisors, LLC
INCREASED28,45223,657+4,795+20%$5.6M$7.1M+$1.5M2026-10-23
Intrua Financial, LLC
DECREASED28,43328,490-570%$6.8M$7.1M+$293.7K2026-10-28
Verde Capital Management
INCREASED28,41125,847+2,564+10%$6.2M$7.1M+$918.1K2026-10-28
Aspiriant, LLC
DECREASED28,36532,755-4,390-13%$7.8M$7.1M-$739.7K2026-10-16
Beacon Financial Advisory LLC
INCREASED28,30927,205+1,104+4%$6.5M$7.1M+$569.1K2026-10-16
DT Investment Partners, LLC
DECREASED28,29428,403-1090%$6.8M$7.0M+$279.9K2026-10-27
WD Rutherford LLC
DECREASED28,26528,816-551-2%$6.9M$7.0M+$174.2K2026-10-26
Palacios Wealth Management, LLC
INCREASED28,24527,545+700+3%$6.6M$7.0M+$472.3K2026-11-04
Falcon Wealth Planning
INCREASED28,22323,951+4,272+18%$5.7M$7.0M+$1.3M2026-11-06
DLK Investment Management, LLC
INCREASED28,21114,240+13,971+98%$2.8M$7.0M+$4.3M2026-10-09
Paragon Advisors, LLC
INCREASED28,18627,793+393+1%$6.6M$7.0M+$398.4K2026-11-03
Bank of New Hampshire
DECREASED28,12929,026-897-3%$6.9M$7.0M+$90.3K2026-10-06
Beacon Bank & Trust
DECREASED28,08328,661-578-2%$6.8M$7.0M+$165.8K2026-10-27
Vaquero Private Wealth, LTD
DECREASED28,04828,636-588-2%$6.8M$7.0M+$163.1K2026-10-27
Thrive Wealth Management, LLC
INCREASED28,04726,122+1,925+7%$6.2M$7.0M+$762.0K2026-10-13
Tcfg Investment Advisors, LLC
DECREASED28,04728,119-720%$6.7M$7.0M+$285.9K2026-10-20
Split Rock Private Trading & Wealth Management, LLC
INCREASED27,94627,865+81+0%$6.6M$7.0M+$321.4K2026-10-15
Butensky & Cohen Financial Security, Inc
INCREASED27,91827,711+207+1%$6.6M$7.0M+$351.1K2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED27,90728,616-709-2%$6.8M$7.0M+$132.7K2026-10-30
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED27,88429,135-1,251-4%$6.9M$6.9M+$3.3K2026-10-26
Deane Retirement Strategies, Inc.
INCREASED27,85526,643+1,212+5%$6.4M$6.9M+$585.2K2026-10-09
Avantra Family Wealth, Inc.
INCREASED27,83219,839+7,993+40%$4.7M$6.9M+$2.2M2026-10-20
Consilium Wealth Advisory, LLC
INCREASED27,78827,238+550+2%$6.5M$6.9M+$431.5K2026-10-14
Virtue Capital Management, LLC
INCREASED27,74623,788+3,958+17%$5.7M$6.9M+$1.2M2026-10-29
Aurora Investment Managers, Llc.
UNCHANGED27,70227,70200%$6.6M$6.9M+$300.0K2026-10-15
Uptick Partners, LLC
INCREASED27,69127,513+178+1%$6.6M$6.9M+$341.8K2026-11-04
Reflection Asset Management
INCREASED27,67823,463+4,215+18%$5.6M$6.9M+$1.3M2026-10-28
SYM Financial Corp
INCREASED27,66524,244+3,421+14%$5.8M$6.9M+$1.1M2026-10-26
Trust Co of Oklahoma
DECREASED27,65829,820-2,162-7%$7.1M$6.9M-$216.3K2026-10-15
Urban Wealth Management, LLC
DECREASED27,65528,861-1,206-4%$6.9M$6.9M+$11.5K2026-10-21
B.A. Schrock Wealth Management, Inc.
NEW27,588—+27,588——$6.8M—2026-10-15
Jeppson Wealth Management, LLC
DECREASED27,58727,790-203-1%$6.6M$6.9M+$249.8K2026-10-20
Radnor Capital Management, LLC
INCREASED27,47226,843+629+2%$6.4M$6.8M+$446.9K2026-10-23
Lantz Financial LLC
DECREASED27,47227,580-1080%$6.6M$6.8M+$271.2K2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED27,45927,552-930%$6.6M$6.8M+$274.7K2026-10-13
Cromwell Holdings LLC
DECREASED27,41428,975-1,561-5%$6.9M$6.8M-$75.7K2026-10-28
Westwood Wealth Management
DECREASED27,41228,837-1,425-5%$6.9M$6.8M-$43.3K2026-10-29
Investment Management Trust, LLC
INCREASED27,39527,326+69+0%$6.5M$6.8M+$312.6K2026-11-05
Brady Family Wealth, LLC
DECREASED27,34828,366-1,018-4%$6.8M$6.8M+$53.0K2026-11-02
Meridian Management Co
DECREASED27,28027,936-656-2%$6.7M$6.8M+$138.5K2026-11-06
Financial Security Advisor, Inc.
INCREASED27,16326,181+982+4%$6.2M$6.8M+$527.6K2026-11-03
Lighthouse Financial LLC
INCREASED27,16025,667+1,493+6%$6.1M$6.8M+$649.4K2026-10-23
Bernicke Wealth Management, Ltd.
INCREASED27,15026,564+586+2%$6.3M$6.8M+$433.1K2026-11-06
Tranquility Partners, LLC
INCREASED27,05526,683+372+1%$6.4M$6.7M+$381.1K2026-10-20
Eley Financial Management, Inc
INCREASED27,01926,949+70+0%$6.4M$6.7M+$308.8K2026-11-03
Point Windward Advisors Inc.
DECREASED27,01827,632-614-2%$6.6M$6.7M+$145.7K2026-11-06
Pathway Wealth Management LLC
INCREASED26,95524,275+2,680+11%$5.8M$6.7M+$930.1K2026-10-19
Cross Staff Investments Inc
UNCHANGED26,93826,93800%$6.4M$6.7M+$291.2K2026-10-22
Caliber Wealth Management, LLC / KS
DECREASED26,93627,731-795-3%$6.6M$6.7M+$101.7K2026-11-04
Cornerstone Enterprises, LLC
DECREASED26,90144,808-17,907-40%$10.7M$6.7M-$4.0M2026-10-15
Freedom Day Solutions, LLC
INCREASED26,87025,338+1,532+6%$6.0M$6.7M+$655.6K2026-10-20
Certified Advisory Corp
DECREASED26,79928,954-2,155-7%$6.9M$6.7M-$223.9K2026-10-29
International Private Wealth Advisors LLC
INCREASED26,72621,792+4,934+23%$5.2M$6.7M+$1.5M2026-11-05
RWQ Financial Management Services, Inc.
DECREASED26,68529,765-3,080-10%$7.1M$6.6M-$445.6K2026-10-19
Primoris Wealth Advisors, LLC
DECREASED26,61326,847-234-1%$6.4M$6.6M+$231.9K2026-10-28
CPC Advisors, LLC
INCREASED26,61122,157+4,454+20%$5.3M$6.6M+$1.3M2026-10-21
GK Wealth Management LLC
NEW26,599—+26,599——$6.6M—2026-10-09
Clear Wave Wealth Management LLC
DECREASED26,56030,642-4,082-13%$7.3M$6.6M-$685.8K2026-11-04
Finivi Inc.
INCREASED26,50826,377+131+1%$6.3M$6.6M+$317.8K2026-10-13
Olistico Wealth, LLC
INCREASED26,47026,456+14+0%$6.3M$6.6M+$289.5K2026-10-05
Warm Springs Advisors Inc.
INCREASED26,43825,492+946+4%$6.1M$6.6M+$511.3K2026-10-28
Golden Reserve Retirement LLC
INCREASED26,41017,516+8,894+51%$4.2M$6.6M+$2.4M2026-11-02
Mitsubishi UFJ Asset Management (UK) Ltd.
INCREASED26,40024,400+2,000+8%$5.8M$6.6M+$763.0K2026-10-22
Corecam Pte. Ltd.
INCREASED26,39016,140+10,250+64%$3.8M$6.6M+$2.7M2026-10-23
High Net Worth Advisory Group LLC
DECREASED26,38626,748-362-1%$6.4M$6.6M+$199.0K2026-10-26
Key FInancial Inc
INCREASED26,32426,321+3+0%$6.3M$6.6M+$285.3K2026-11-02
Atlas Brown,Inc.
DECREASED26,22426,297-730%$6.3M$6.5M+$266.1K2026-10-09
Family Legacy, Inc.
INCREASED26,21626,000+216+1%$6.2M$6.5M+$334.9K2026-10-13
Berman McAleer LLC
UNCHANGED26,20226,20200%$6.2M$6.5M+$283.2K2026-10-16
William Allan Corp
INCREASED26,20126,111+90+0%$6.2M$6.5M+$304.8K2026-10-14
Pavion Blue Capital, LLC
INCREASED26,13726,064+73+0%$6.2M$6.5M+$299.9K2026-11-05
Vigilare Wealth Management
DECREASED26,07726,347-270-1%$6.3M$6.5M+$217.6K2026-10-29
Garner Asset Management Corp
INCREASED26,07423,372+2,702+12%$5.6M$6.5M+$924.3K2026-10-30
XXI Wealth, LLC
INCREASED26,06421,156+4,908+23%$5.0M$6.5M+$1.5M2026-10-22
Rothwell Investment Advisors, LLC
NEW26,058—+26,058——$6.5M—2026-11-06
Blue Sky Capital Consultants Group, Inc.
DECREASED26,04927,788-1,739-6%$6.6M$6.5M-$132.9K2026-10-13
Piar LLC
DECREASED26,04027,505-1,465-5%$6.6M$6.5M-$67.7K2026-10-21
William John Sempolinski
DECREASED25,92426,124-200-1%$6.2M$6.5M+$232.6K2026-10-20
GKV Capital Management Co., Inc.
INCREASED25,92125,453+468+2%$6.1M$6.5M+$391.7K2026-11-06
Essex Investment Management Co LLC
DECREASED25,87927,062-1,183-4%$6.4M$6.4M-$2.2K2026-10-19
First Command Advisory Services, Inc.
DECREASED25,87527,671-1,796-6%$6.6M$6.4M-$148.4K2026-11-05
Center for Financial Planning, Inc.
INCREASED25,80425,220+584+2%$6.0M$6.4M+$418.1K2026-10-26
Steel Grove Capital Advisors, LLC
INCREASED25,77524,837+938+4%$5.9M$6.4M+$502.2K2026-10-13
Enterprise Financial Services Corp
INCREASED25,76625,597+169+1%$6.1M$6.4M+$318.8K2026-11-03
Prairie Advisory, LLC
INCREASED25,75013,035+12,715+98%$3.1M$6.4M+$3.3M2026-10-19
Alchemi Wealth, LLC
DECREASED25,72426,820-1,096-4%$6.4M$6.4M+$16.9K2026-11-04
Dutch Asset Corp
INCREASED25,71024,824+886+4%$5.9M$6.4M+$489.0K2026-10-20
Shoker Investment Counsel, Inc.
DECREASED25,68325,718-350%$6.1M$6.4M+$269.6K2026-11-04
Fogel Capital Management, Inc.
INCREASED25,55722,785+2,772+12%$5.4M$6.4M+$937.0K2026-11-04
Summa Corp.
INCREASED25,44322,339+3,104+14%$5.3M$6.3M+$1.0M2026-10-30
Hendley & Co Inc
DECREASED25,42341,222-15,799-38%$9.8M$6.3M-$3.5M2026-10-29
Bluedoor Private Wealth, LLC
INCREASED25,41325,300+113+0%$6.0M$6.3M+$301.6K2026-11-05
Amarillo National Bank
DECREASED25,40325,739-336-1%$6.1M$6.3M+$194.5K2026-10-23
Blue Line Capital, LLC / IL
INCREASED25,36922,529+2,840+13%$5.4M$6.3M+$951.1K2026-11-04
Parisi Gray Wealth Management
INCREASED25,34424,463+881+4%$5.8M$6.3M+$484.1K2026-10-16
Baer Investment Advisory LLC
DECREASED25,32725,604-277-1%$6.2M$6.3M+$121.7K2026-10-13
E&G Advisors, LLC
INCREASED25,30325,281+22+0%$6.0M$6.3M+$278.8K2026-10-13
Triumph Capital Management
INCREASED25,29622,299+2,997+13%$5.3M$6.3M+$986.5K2026-10-14
Fortitude Advisory Group L.L.C.
DECREASED25,24225,309-670%$6.0M$6.3M+$256.9K2026-10-15
Channing Global Advisors, LLC
DECREASED25,21728,106-2,889-10%$6.7M$6.3M-$416.0K2026-11-03
Swiss RE LTD
INCREASED25,16915,106+10,063+67%$3.6M$6.3M+$2.7M2026-11-06
Quad-Cities Investment Group, LLC
DECREASED25,09527,134-2,039-8%$6.5M$6.3M-$214.7K2026-10-16
Valley Wealth Managers, Inc.
INCREASED25,04624,662+384+2%$5.9M$6.2M+$362.3K2026-10-09
Riggs Asset Managment Co. Inc.
INCREASED25,02324,141+882+4%$5.8M$6.2M+$480.7K2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED25,01024,701+309+1%$5.9M$6.2M+$344.1K2026-10-14
Sage Rhino Capital LLC
DECREASED24,92725,685-758-3%$6.1M$6.2M+$88.8K2026-10-28
Aire Advisors, LLC
DECREASED24,89125,214-323-1%$6.0M$6.2M+$192.1K2026-10-22
Southland Equity Partners LLC
INCREASED24,82924,064+765+3%$5.7M$6.2M+$450.7K2026-10-14
Lakehouse Capital Pty Ltd
DECREASED24,79428,542-3,748-13%$6.8M$6.2M-$626.0K2026-10-06
Lantern Wealth Advisors, LLC
INCREASED24,77622,116+2,660+12%$5.3M$6.2M+$901.8K2026-10-22
World Equity Group, Inc.
DECREASED24,77436,694-11,920-32%$8.7M$6.2M-$2.6M2026-10-14
Vann Equity Management LLC
INCREASED24,73823,967+771+3%$5.7M$6.2M+$451.4K2026-10-08
StoneRidge PMG Advisors, LLC
NEW24,723—+24,723——$6.2M—2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED24,72122,467+2,254+10%$5.4M$6.2M+$804.4K2026-10-29
BlueSky Wealth Advisors, LLC
INCREASED24,71423,720+994+4%$5.7M$6.2M+$504.1K2026-10-29
Financial Perspectives, Inc
INCREASED24,68624,039+647+3%$5.7M$6.2M+$421.1K2026-11-03
Stonebridge Financial Planning Group, LLC
INCREASED24,59824,112+486+2%$5.7M$6.1M+$381.7K2026-11-06
Bourne Lent Asset Management Inc
DECREASED24,58325,803-1,220-5%$6.1M$6.1M-$25.0K2026-11-05
Horrell Capital Management, Inc.
DECREASED24,49525,534-1,039-4%$6.1M$6.1M+$17.2K2026-10-08
Harrington Investments, Inc
DECREASED24,48324,952-469-2%$5.9M$6.1M+$152.9K2026-10-14
Allen Operations LLC
UNCHANGED24,42024,42000%$5.8M$6.1M+$264.0K2026-11-03
Cornell Pochily Investment Advisors, Inc.
DECREASED24,31624,368-520%$5.8M$6.1M+$250.5K2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED24,24924,800-551-2%$5.9M$6.0M+$130.8K2026-10-28
Orser Capital Management, LLC
INCREASED24,23124,051+180+1%$5.7M$6.0M+$304.8K2026-10-13
HF Advisory Group, LLC
INCREASED24,21621,117+3,099+15%$5.0M$6.0M+$1.0M2026-10-09
Greenfield Savings Bank
DECREASED24,18724,442-255-1%$5.8M$6.0M+$200.7K2026-10-07
Emerald Advisors, LLC
DECREASED24,07024,218-148-1%$5.8M$6.0M+$224.9K2026-10-13
RD Finance Ltd
DECREASED24,06548,830-24,765-51%$11.6M$6.0M-$5.6M2026-10-26
Joseph Group Capital Management
INCREASED23,98723,056+931+4%$5.5M$6.0M+$481.2K2026-11-04
JGP Wealth Management, LLC
INCREASED23,93823,207+731+3%$5.5M$6.0M+$433.2K2026-10-13
Howard Financial Services, Ltd.
INCREASED23,92123,475+446+2%$5.6M$6.0M+$364.9K2026-10-15
Montz Harcus Wealth Management LLC
DECREASED23,85123,998-147-1%$5.7M$5.9M+$222.8K2026-10-09
Ahara Advisors LLC
INCREASED23,82521,611+2,214+10%$5.2M$5.9M+$785.2K2026-10-29
Quantum Financial Advisors, LLC
INCREASED23,80623,131+675+3%$5.5M$5.9M+$418.2K2026-11-03
Greenup Street Wealth Management LLC
DECREASED23,76124,804-1,043-4%$5.9M$5.9M+$8.5K2026-10-28
Ballast, Inc.
INCREASED23,75223,220+532+2%$5.5M$5.9M+$383.6K2026-10-20
Missouri Trust & Investment Co
DECREASED23,72524,203-478-2%$6.6M$5.9M-$662.0K2026-11-04
Collaborative Fund Advisors, LLC
INCREASED23,71418,725+4,989+27%$4.5M$5.9M+$1.4M2026-11-02
Burford Brothers, Inc.
DECREASED23,70123,782-810%$5.7M$5.9M+$236.9K2026-10-21
Tempus Wealth Planning, LLC
INCREASED23,64919,662+3,987+20%$4.7M$5.9M+$1.2M2026-10-14
Fourpath Capital Management, LLC
DECREASED23,58524,910-1,325-5%$5.9M$5.9M-$60.8K2026-10-19
Tower Trust & Investment Co
INCREASED23,54923,525+24+0%$5.6M$5.9M+$260.3K2026-10-28
Abundance Wealth Counselors
DECREASED23,54624,709-1,163-5%$5.9M$5.9M-$22.6K2026-10-26
Silphium Asset Management Ltd
UNCHANGED23,52823,52800%$5.6M$5.9M+$254.3K2026-10-27
Central Valley Advisors, LLC
DECREASED23,47724,827-1,350-5%$5.9M$5.8M-$68.0K2026-10-27
Foster Group, Inc.
INCREASED23,44323,208+235+1%$5.5M$5.8M+$309.4K2026-10-13
First National Bank Sioux Falls
DECREASED23,39923,611-212-1%$5.9M$5.8M-$65.8K2026-10-13
Symmetry Partners, LLC
INCREASED23,38519,788+3,597+18%$4.7M$5.8M+$1.1M2026-10-27
Brown Miller Wealth Management, LLC
DECREASED23,36723,555-188-1%$5.6M$5.8M+$207.8K2026-11-02
PKS Advisory Services, LLC
UNCHANGED23,32023,32000%$5.6M$5.6M$02026-10-26
Rede Wealth, LLC
DECREASED23,31423,559-245-1%$5.6M$5.8M+$193.6K2026-10-22
Guardian Partners Inc.
INCREASED23,31215,827+7,485+47%$3.8M$5.8M+$2.0M2026-10-21
AMI Investment Management Inc
INCREASED23,29418,851+4,443+24%$4.5M$5.8M+$1.3M2026-10-27
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED23,28130,895-7,614-25%$7.4M$5.8M-$1.6M2026-10-14
Rational Advisors, Inc.
INCREASED23,27618,698+4,578+24%$4.5M$5.8M+$1.3M2026-11-02
Byrne Asset Management LLC
INCREASED23,19322,805+388+2%$5.4M$5.8M+$321.9K2026-10-06
Impact Capital Partners LLC
DECREASED23,11526,175-3,060-12%$6.2M$5.8M-$479.4K2026-10-22
JSF Financial, LLC
INCREASED23,02623,013+13+0%$5.5M$5.7M+$252.0K2026-10-22
Woodmont Investment Counsel LLC
INCREASED23,02320,233+2,790+14%$4.8M$5.7M+$913.9K2026-10-29
Pacific Wealth Strategies Group, Inc.
DECREASED23,01324,242-1,229-5%$5.8M$5.7M-$44.2K2026-11-02
Sustainable Insight Capital Management, LLC
INCREASED23,00322,903+100+0%$5.5M$5.7M+$272.5K2026-11-06
Parametrica Management Ltd
NEW23,000—+23,000——$5.7M—2026-10-27
Variant Private Wealth, LLC
INCREASED22,97921,786+1,193+5%$5.2M$5.7M+$532.8K2026-10-21
Marin Bay Wealth Advisors, LLC
INCREASED22,95622,564+392+2%$5.4M$5.7M+$341.6K2026-10-28
Gables Capital Management Inc.
DECREASED22,92623,086-160-1%$5.5M$5.7M+$209.7K2026-11-04
JFS Wealth Advisors, LLC
INCREASED22,89622,654+242+1%$5.4M$5.7M+$305.0K2026-11-03
Peak Financial Advisors LLC
DECREASED22,88725,956-3,069-12%$6.2M$5.7M-$484.1K2026-10-28
BankPlus Trust Department
INCREASED22,88021,620+1,260+6%$5.2M$5.7M+$547.6K2026-11-06
Eagle Wealth Advisors LLC
INCREASED22,85622,483+373+2%$5.4M$5.7M+$336.0K2026-10-20
PW Nova Financial Services LLC
DECREASED22,80524,699-1,894-8%$5.9M$5.7M-$204.9K2026-10-15
Crown Wealth Group, LLC
DECREASED22,80223,825-1,023-4%$5.7M$5.7M+$2.7K2026-10-19
OceanIQ Capital, LLC
INCREASED22,79915,090+7,709+51%$4.1M$5.9M+$1.8M2026-10-19
Rossby Financial, LCC
INCREASED22,77321,909+864+4%$5.2M$5.7M+$452.1K2026-11-05
Redmond Asset Management, LLC
DECREASED22,76923,558-789-3%$5.6M$5.7M+$58.1K2026-10-27
RFG - Bristol Wealth Advisors, LLC
DECREASED22,73623,161-425-2%$5.5M$5.7M+$144.5K2026-10-09
Northwest Wealth Management, LLC
INCREASED22,73021,319+1,411+7%$5.1M$5.7M+$582.0K2026-10-30
Cape Investment Advisory, Inc.
INCREASED22,64422,055+589+3%$5.3M$5.6M+$385.2K2026-10-13
Ebert Capital Management Inc.
INCREASED22,63422,456+178+1%$5.4M$5.6M+$287.1K2026-10-08
Tanager Wealth Management LLP
INCREASED22,58020,252+2,328+12%$4.8M$5.6M+$798.9K2026-10-19
St. Johns Investment Management Company, LLC
DECREASED22,57722,671-940%$5.4M$5.6M+$221.7K2026-10-30
Hartford Financial Management Inc.
DECREASED22,57622,710-134-1%$5.4M$5.6M+$212.1K2026-10-21
Index Fund Advisors, Inc.
DECREASED22,53722,711-174-1%$5.4M$5.6M+$202.2K2026-11-05
Wealth Group, Ltd.
DECREASED22,465101,352-78,887-78%$24.2M$5.6M-$18.6M2026-10-30
Green Ridge Wealth Planning LLC
DECREASED22,41724,791-2,374-10%$5.9M$5.6M-$323.5K2026-10-08
Rare Wolf Capital LLC
DECREASED22,36323,766-1,403-6%$5.7M$5.6M-$92.6K2026-10-20
Sunpointe, LLC
DECREASED22,35722,899-542-2%$5.5M$5.6M+$112.5K2026-10-22
Harold Davidson & Associates Inc.
DECREASED22,34122,460-119-1%$5.4M$5.6M+$213.1K2026-10-29
Fulcrum Wealth Advisors, LLC
DECREASED22,33122,542-211-1%$5.4M$5.6M+$191.1K2026-10-16
Correct Capital Wealth Management
DECREASED22,30023,299-999-4%$5.6M$5.6M+$3.2K2026-11-02
SLT Holdings LLC
INCREASED22,28021,485+795+4%$5.1M$5.6M+$430.3K2026-10-15
GSG Advisors LLC
INCREASED22,25321,318+935+4%$5.1M$5.5M+$463.3K2026-11-03
ICW Investment Advisors LLC
DECREASED22,23724,310-2,073-9%$5.8M$5.5M-$253.6K2026-10-27
Keystone Wealth Services, LLC
INCREASED22,21622,048+168+1%$5.3M$5.5M+$225.1K2026-11-03
D'Orazio & Associates, Inc.
DECREASED22,20423,115-911-4%$5.5M$5.5M+$22.9K2026-11-04
AA Financial Advisors, LLC
INCREASED22,12620,601+1,525+7%$4.9M$5.5M+$602.5K2026-10-19
Hudson Canyon Capital Management
DECREASED22,10223,225-1,123-5%$5.5M$5.5M-$28.7K2026-11-04
Granite Islands Private Wealth, LLC
INCREASED22,10021,804+296+1%$5.2M$5.5M+$311.1K2026-10-16
Pinkerton Wealth, LLC
INCREASED22,03121,886+145+1%$4.6M$5.5M+$930.8K2026-10-29
AK Global Asset Management, LLC
DECREASED22,03022,455-425-2%$5.4M$5.5M+$136.8K2026-10-27
Prosperity Financial Group, Inc.
INCREASED22,01221,781+231+1%$5.2M$5.5M+$293.0K2026-10-29
Ted Buchan & Co
DECREASED22,00822,872-864-4%$5.5M$5.5M+$32.0K2026-10-23
May Hill Capital, LLC
INCREASED22,00619,931+2,075+10%$4.8M$5.5M+$732.3K2026-11-03
Werba Rubin Papier Wealth Management
INCREASED22,00019,731+2,269+12%$4.7M$5.5M+$778.6K2026-11-06
First Bank & Trust
DECREASED21,98422,455-471-2%$5.4M$5.5M+$125.4K2026-10-19
Barings LLC
INCREASED21,97421,520+454+2%$5.1M$5.5M+$345.7K2026-10-22
Beaumont Asset Management, L.L.C.
INCREASED21,91221,864+48+0%$5.2M$5.5M+$248.3K2026-10-16
Aldebaran Financial Inc.
DECREASED21,83222,014-182-1%$5.2M$5.4M+$192.6K2026-11-06
Capstone Wealth Management Group, LLC
INCREASED21,82513,047+8,778+67%$3.1M$4.8M+$1.7M2026-11-05
Global Trust Asset Management, LLC
INCREASED21,78721,685+102+0%$5.2M$5.4M+$259.9K2026-10-19
Signature Wealth Management Partners, LLC
INCREASED21,78421,672+112+1%$5.2M$5.4M+$262.2K2026-10-21
Daytona Street Capital LLC
INCREASED21,76520,374+1,391+7%$5.0M$5.5M+$503.5K2026-10-15
Econ Financial Services Corp
INCREASED21,68321,453+230+1%$5.1M$5.4M+$289.2K2026-10-19
Strong Retirement Solutions LLC
DECREASED21,66922,201-532-2%$5.3M$5.4M+$107.4K2026-10-07
Core Wealth Partners LLC
INCREASED21,59221,426+166+1%$5.1M$5.4M+$273.0K2026-11-02
Essex LLC
INCREASED21,58620,329+1,257+6%$4.8M$5.4M+$532.9K2026-10-14
Tactive Advisors, LLC
DECREASED21,55821,671-113-1%$5.2M$5.4M+$206.0K2026-10-08
Patten Group, Inc.
INCREASED21,50620,063+1,443+7%$4.8M$5.4M+$576.4K2026-10-26
Boomfish Wealth Group, LLC
DECREASED21,49821,789-291-1%$5.2M$5.4M+$163.0K2026-10-22
Ulland Investment Advisors, LLC
UNCHANGED21,45721,45700%$5.1M$5.3M+$232.0K2026-10-13
Iams Wealth Management, LLC
DECREASED21,42723,100-1,673-7%$5.5M$5.3M-$167.1K2026-10-15
Clearwave Capital, LLC
INCREASED21,38621,138+248+1%$5.0M$5.3M+$290.3K2026-10-27
Vertrix Wealth Management, LLC
INCREASED21,37817,634+3,744+21%$4.2M$5.3M+$1.1M2026-10-13
Texas Bank & Trust Co
INCREASED21,37121,157+214+1%$5.0M$5.3M+$282.0K2026-11-04
ASK Capital Investment Managers, LLC
NEW21,343—+21,343——$5.3M—2026-10-14
Herold Advisors, Inc.
DECREASED21,25621,589-333-2%$5.2M$5.3M+$140.9K2026-10-19
Cooper Investors PTY LTD
DECREASED21,23925,707-4,468-17%$6.1M$5.3M-$835.3K2026-10-13
Waterfront Wealth Inc.
DECREASED21,21221,252-400%$5.2M$5.6M+$346.9K2026-11-03
Bingham Private Wealth, LLC
DECREASED21,14521,899-754-3%$5.2M$5.3M+$48.9K2026-11-05
RIA Advisory Group LLC
DECREASED21,13231,165-10,033-32%$7.4M$5.3M-$2.2M2026-10-15
Corps Capital Advisors, LLC
DECREASED21,12121,247-126-1%$5.1M$5.3M+$198.3K2026-11-05
Balefire, LLC
INCREASED21,05519,529+1,526+8%$4.7M$5.2M+$591.3K2026-10-09
Fiduciary Financial Group, LLC
DECREASED21,04921,192-143-1%$5.1M$5.2M+$193.5K2026-10-13
Gunderson Capital Management LLC
INCREASED21,0325,173+15,859+307%$1.2M$5.2M+$4.0M2026-10-15
Credit Capital Investments LLC
UNCHANGED21,00021,00000%$5.0M$5.2M+$227.0K2026-10-22
Fjell Capital, LLC
INCREASED20,96719,752+1,215+6%$4.7M$5.2M+$516.2K2026-10-13
Apex Wealth Management, LLC
INCREASED20,87620,845+31+0%$5.0M$5.2M+$233.1K2026-10-20
Diligent Investors, LLC
DECREASED20,86121,213-352-2%$5.1M$5.2M+$141.6K2026-10-21
Lederer & Associates Investment Counsel
DECREASED20,82121,397-576-3%$5.1M$5.2M+$88.0K2026-10-23
Churchill Financial Advisors, LLC
INCREASED20,75917,737+3,022+17%$4.2M$5.2M+$944.7K2026-10-20
Sather Financial Group Inc
INCREASED20,75120,426+325+2%$4.9M$5.2M+$301.8K2026-10-30
Riversedge Advisors, LLC
INCREASED20,73619,545+1,191+6%$4.7M$5.2M+$508.0K2026-10-09
OMC Financial Services LTD
DECREASED20,71522,339-1,624-7%$5.3M$5.2M-$163.1K2026-10-19
Leo Wealth, LLC
NEW20,713—+20,713——$5.2M—2026-10-26
Marino, Stram & Associates LLC
INCREASED20,71220,572+140+1%$4.9M$5.2M+$257.3K2026-10-22
City State Bank
INCREASED20,68120,591+90+0%$4.9M$5.2M+$245.0K2026-10-20
Lighthouse Financial Services Inc
INCREASED20,59720,557+40+0%$5.0M$5.1M+$163.2K2026-11-02
Semus Wealth Partners LLC
DECREASED20,50620,510-40%$4.9M$5.1M+$220.7K2026-10-22
Pinnacle Bancorp, Inc.
DECREASED20,49125,696-5,205-20%$6.1M$5.1M-$1.0M2026-10-21
Watchman Group, Inc.
INCREASED20,46820,308+160+1%$4.8M$5.1M+$259.4K2026-10-16
Brucke Financial, Inc.
DECREASED20,45822,105-1,647-7%$5.3M$5.1M-$171.4K2026-10-23
Mystic Asset Management, Inc.
DECREASED20,45325,661-5,208-20%$6.1M$5.1M-$1.0M2026-10-15
Waterway Wealth Management, LLC
DECREASED20,44420,662-218-1%$4.9M$5.1M+$169.0K2026-10-28
Herbst Group, LLC
DECREASED20,42320,843-420-2%$5.0M$5.1M+$120.7K2026-10-20
Paradigm Asset Management Co LLC
DECREASED20,35021,850-1,500-7%$5.2M$5.1M-$137.5K2026-11-05
W.H. Cornerstone Investments Inc.
DECREASED20,33720,599-262-1%$4.9M$5.1M+$157.4K2026-11-03
Bank of Stockton
DECREASED20,31821,073-755-4%$5.0M$5.1M+$39.7K2026-10-20
Lipe & Dalton
DECREASED20,30320,403-1000%$4.9M$5.1M+$195.0K2026-10-15
Rose Capital Advisors LLC
INCREASED20,1818,037+12,144+151%$1.9M$5.0M+$3.1M2026-11-04
Spectrum Strategic Capital Management, LLC
INCREASED20,15718,699+1,458+8%$4.5M$5.0M+$565.4K2026-10-22
McHugh Group, LLC
DECREASED20,13520,235-1000%$4.8M$5.0M+$193.8K2026-10-19
Opinicus Capital, Inc.
DECREASED20,12920,145-160%$4.8M$5.0M+$213.8K2026-10-28
Sageworth Trust Co of South Dakota
DECREASED20,11220,347-235-1%$4.8M$5.0M+$161.4K2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED20,10419,731+373+2%$4.7M$5.0M+$306.2K2026-10-22
Bosman Wealth Management, LLC
INCREASED20,07620,069+7+0%$4.8M$5.0M+$218.6K2026-10-28
Traphagen Investment Advisors LLC
INCREASED20,04619,629+417+2%$4.7M$5.0M+$316.1K2026-10-14
Kesler, Norman & Wride, LLC
INCREASED20,03119,379+652+3%$4.6M$5.0M+$372.0K2026-11-06
Aspen Investment Management Inc
DECREASED20,03020,100-700%$4.8M$5.0M+$199.0K2026-11-05
Fearless Solutions, LLC dba Best Invest
INCREASED20,01418,689+1,325+7%$4.5M$5.0M+$532.2K2026-10-14
Asahi Life Asset Management Co., Ltd.
DECREASED20,00123,451-3,450-15%$5.6M$5.0M-$606.1K2026-11-06
Commonwealth Financial Services, LLC
DECREASED19,98125,320-5,339-21%$5.0M$5.0M-$69.3K2026-10-20
Integrity Advisory Solutions, LLC
INCREASED19,94117,176+2,765+16%$4.1M$5.0M+$874.6K2026-10-29
Boltwood Capital Management
INCREASED19,89919,149+750+4%$4.6M$5.0M+$393.9K2026-10-02
Harfst & Associates, Inc.
INCREASED19,89119,434+457+2%$4.6M$5.0M+$323.9K2026-10-20
Woodward Diversified Capital, LLC
DECREASED19,80620,310-504-2%$4.8M$4.9M+$94.0K2026-10-21
Constitution Capital LLC
DECREASED19,79520,195-400-2%$4.8M$4.9M+$118.6K2026-10-23
Pinion Investment Advisors, LLC
INCREASED19,76919,652+117+1%$4.7M$4.9M+$241.6K2026-11-04
Alessandra Capital Management, LLC
DECREASED19,72621,937-2,211-10%$5.2M$4.9M-$313.7K2026-10-30
Stillwater Wealth Management Group
INCREASED19,67119,540+131+1%$4.7M$4.9M+$243.9K2026-10-21
Obsidian CIO, LLC
DECREASED19,58320,102-519-3%$4.8M$4.9M+$88.1K2026-11-05
Dixon Fnancial Services, Inc.
UNCHANGED19,56919,56900%$4.7M$4.9M+$211.5K2026-10-23
One Wealth Capital Management, LLC
DECREASED19,56223,687-4,125-17%$5.6M$4.9M-$771.7K2026-10-23
Seven Mile Advisory
INCREASED19,53919,363+176+1%$4.6M$4.9M+$253.3K2026-10-22
Biltmore Family Office, LLC
INCREASED19,53819,430+108+1%$4.6M$4.9M+$236.9K2026-11-03
Turn8 Private Wealth Inc.
INCREASED19,52519,084+441+2%$4.9M$4.9M-$16.3K2026-11-05
Wilkerson Advisory Group LLC
INCREASED19,51618,916+600+3%$4.5M$4.9M+$354.1K2026-10-20
Wiregrass Investment Management LLC
DECREASED19,44019,672-232-1%$4.7M$4.8M+$154.8K2026-11-05
Firethorn Wealth Partners, LLC
INCREASED19,42818,956+472+2%$4.5M$4.8M+$322.5K2026-10-14
Meridian Financial Partners LLC
INCREASED19,42019,338+82+0%$4.9M$4.9M+$17.1K2026-10-23
Retirement Planning Co of New England, Inc.
DECREASED19,39119,955-564-3%$4.8M$4.8M+$75.2K2026-10-15
Rockingstone Advisors LLC
INCREASED19,39019,320+70+0%$4.6M$4.8M+$226.3K2026-10-16
Elmwood Wealth Management, Inc.
DECREASED19,34919,394-450%$4.6M$4.8M+$198.4K2026-10-14
Tilia Fiduciary Partners, Inc.
INCREASED19,34410,603+8,741+82%$2.5M$4.8M+$2.3M2026-10-09
Jacobsen Capital Management
INCREASED19,33619,304+32+0%$4.6M$4.8M+$216.7K2026-10-27
Morton Capital Management LLC
DECREASED19,32619,886-560-3%$4.7M$4.8M+$75.4K2026-10-23
Rubicon Advisors, GP
DECREASED19,32419,421-970%$4.6M$4.8M+$185.8K2026-10-23
Well Done, LLC
INCREASED19,30416,967+2,337+14%$4.0M$4.8M+$765.7K2026-10-20
D.B. Root & Company, LLC
DECREASED19,29719,624-327-2%$4.7M$4.8M+$130.7K2026-11-04
Corbyn Investment Management Inc
DECREASED19,27619,961-685-3%$4.8M$4.8M+$45.1K2026-10-30
BridgePort Financial Solutions, LLC
INCREASED19,15617,887+1,269+7%$4.3M$4.8M+$509.5K2026-11-02
Edge Wealth Management LLC
DECREASED19,12621,337-2,211-10%$5.1M$4.8M-$296.3K2026-10-13
Koa Wealth Management, LLC
INCREASED19,11718,338+779+4%$4.4M$4.8M+$392.3K2026-10-14
Cap Partners, LLC
INCREASED19,10018,604+496+3%$4.4M$4.8M+$324.7K2026-10-19
Carmel Capital Partners, LLC
DECREASED19,09432,207-13,113-41%$7.7M$4.8M-$2.9M2026-11-03
River Street Advisors LLC
INCREASED19,06018,358+702+4%$4.4M$4.7M+$373.4K2026-10-22
NBH Bank
INCREASED19,05617,923+1,133+6%$4.3M$4.7M+$476.0K2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED19,05117,336+1,715+10%$4.1M$4.7M+$614.7K2026-10-20
Kampmann Melissa S.
INCREASED19,03018,955+75+0%$4.5M$4.7M+$223.6K2026-10-28
Peddock Capital Advisors, LLC
DECREASED19,01919,072-530%$4.5M$4.7M+$193.0K2026-10-16
Karras Company, Inc.
INCREASED18,99917,948+1,051+6%$4.3M$4.7M+$455.9K2026-10-16
Brady Martz Wealth Solutions, LLC
INCREASED18,98317,076+1,907+11%$4.1M$4.7M+$659.6K2026-11-05
WBH Advisory Inc
DECREASED18,96819,123-155-1%$4.6M$4.7M+$168.1K2026-11-05
Breakwater Investment Management
DECREASED18,94820,004-1,056-5%$4.8M$4.7M-$46.9K2026-10-20
Legacy Edge Advisors, LLC
INCREASED18,94418,840+104+1%$4.5M$4.7M+$229.6K2026-11-06
Clarus Group, Inc.
DECREASED18,94119,218-277-1%$4.6M$4.7M+$138.7K2026-10-21
Elevation Wealth Management LLC
INCREASED18,91118,530+381+2%$4.4M$4.7M+$295.1K2026-11-02
Bangor Savings Bank
DECREASED18,88220,064-1,182-6%$4.8M$4.7M-$77.6K2026-10-06
Capital Square, LLC
DECREASED18,84919,104-255-1%$4.7M$4.7M+$9.3K2026-10-19
Etesian Wealth Advisors, Inc.
DECREASED18,83819,217-379-2%$4.6M$4.7M+$113.3K2026-10-27
Hourglass Capital, LLC
UNCHANGED18,82018,82000%$4.5M$4.7M+$203.4K2026-10-26
Garrison Bradford & Associates Inc
DECREASED18,81620,079-1,263-6%$4.8M$4.7M-$96.0K2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED18,79018,804-140%$4.6M$4.9M+$330.7K2026-10-21
Goldstein Advisors, LLC
DECREASED18,78120,378-1,597-8%$4.9M$4.7M-$177.6K2026-10-15
MW Advisory, LLC
INCREASED18,76815,108+3,660+24%$3.6M$4.7M+$1.1M2026-10-19
EdgeRock Capital LLC
INCREASED18,74517,223+1,522+9%$4.1M$4.7M+$565.4K2026-11-03
Weaver Consulting Group
INCREASED18,74118,035+706+4%$4.3M$4.7M+$370.9K2026-10-07
Coyle Financial Counsel LLC
DECREASED18,73719,054-317-2%$4.5M$4.7M+$127.0K2026-10-28
WealthCare Asset Management, LLC
DECREASED18,72240,156-21,434-53%$9.6M$4.7M-$4.9M2026-10-26
Lynch & Associates
INCREASED18,72018,372+348+2%$4.4M$4.7M+$285.3K2026-10-13
Gallagher Capital Advisors, LLC
DECREASED18,71218,720-80%$4.5M$4.7M+$200.4K2026-10-09
Flynn Zito Capital Management, LLC
INCREASED18,70118,015+686+4%$4.3M$4.7M+$365.7K2026-11-04
Strategy Asset Managers LLC
DECREASED18,65918,838-179-1%$4.5M$4.6M+$158.9K2026-10-14
Eagle Wealth Strategies LLC
DECREASED18,65818,784-126-1%$4.5M$4.6M+$171.7K2026-10-20
Crescent Grove Advisors, LLC
DECREASED18,65120,644-1,993-10%$4.9M$4.6M-$273.4K2026-10-21
Benedict Financial Advisors Inc
DECREASED18,62019,856-1,236-6%$4.7M$4.6M-$93.3K2026-10-07
Global Financial Private Client, LLC
INCREASED18,61017,413+1,197+7%$4.2M$4.6M+$486.7K2026-10-15
Vision Financial Markets LLC
DECREASED18,51618,876-360-2%$4.5M$4.6M+$91.9K2026-10-22
Providence Wealth Advisors, LLC
INCREASED18,51218,361+151+1%$4.5M$4.7M+$161.9K2026-10-29
Vista Capital Partners, Inc.
INCREASED18,36917,617+752+4%$4.2M$4.6M+$377.8K2026-11-06
PUREfi Wealth, LLC
INCREASED18,34115,990+2,351+15%$3.8M$4.6M+$758.6K2026-10-19
Purkiss Capital Advisors LLC
DECREASED18,33718,530-193-1%$4.4M$4.6M+$152.2K2026-11-06
Kassira Wealth Management LLC
DECREASED18,32618,342-160%$4.4M$4.6M+$194.3K2026-10-28
Mountain Hill Investment Partners Corp.
DECREASED18,25818,323-650%$4.4M$4.5M+$181.9K2026-10-23
Insight Inv LLC
INCREASED18,24317,673+570+3%$4.2M$4.5M+$333.1K2026-10-27
Hengehold Capital Management LLC
DECREASED18,22118,697-476-3%$4.5M$4.5M+$83.5K2026-10-16
ANB Bank
INCREASED18,19516,581+1,614+10%$4.0M$4.5M+$581.4K2026-10-09
Valley Brook Capital Group, Inc.
INCREASED18,18318,133+50+0%$4.3M$4.5M+$208.5K2026-10-26
Integral Investment Advisors, Inc.
DECREASED18,17419,339-1,165-6%$4.6M$4.5M-$81.2K2026-11-03
Trellis Wealth Advisors LLC
DECREASED18,16320,735-2,572-12%$4.9M$4.5M-$416.7K2026-10-19
Madrona Financial Services, LLC
INCREASED18,14911,176+6,973+62%$2.7M$4.5M+$1.9M2026-10-23
Opulen Financial Group LLC
INCREASED18,10817,917+191+1%$4.3M$4.5M+$241.3K2026-10-22
Syntegra Private Wealth Group, LLC
INCREASED18,09517,647+448+3%$4.2M$4.5M+$302.5K2026-10-13
Amplius Wealth Advisors, LLC
INCREASED18,07315,938+2,135+13%$3.8M$4.5M+$704.2K2026-10-20
First Affirmative Financial Network
NEW18,068—+18,068——$4.5M—2026-10-21
LCM Capital Management Inc
INCREASED18,06318,019+44+0%$4.3M$4.5M+$205.7K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED18,03616,629+1,407+8%$4.0M$4.5M+$530.3K2026-10-21
Fusion Capital, LLC
DECREASED18,02418,208-184-1%$4.3M$4.5M+$150.9K2026-10-28
55 North Private Wealth, LLC
INCREASED18,00516,557+1,448+9%$3.9M$4.5M+$539.8K2026-10-20
JBR Co Financial Management Inc
DECREASED17,98818,242-254-1%$4.3M$4.3M-$982026-10-13
Encompass More Asset Management
INCREASED17,92313,642+4,281+31%$3.3M$4.5M+$1.2M2026-10-16
Archer Investment Corp
INCREASED17,91817,498+420+2%$4.2M$4.5M+$293.8K2026-11-05
Postrock Partners LLC
INCREASED17,90217,741+161+1%$4.2M$4.5M+$231.9K2026-11-02
Balentine LLC
DECREASED17,89121,235-3,344-16%$5.1M$4.5M-$603.6K2026-11-03
Ellis Investment Partners, LLC
INCREASED17,88617,579+307+2%$4.2M$4.5M+$266.5K2026-10-21
Aspire Private Capital, LLC
DECREASED17,84819,624-1,776-9%$4.7M$4.4M-$230.4K2026-11-05
Legacy Bridge, LLC
DECREASED17,83718,992-1,155-6%$4.5M$4.4M-$82.5K2026-10-28
Signature Equity Partners, LLC
INCREASED17,81217,476+336+2%$4.2M$4.4M+$272.6K2026-10-29
Bria Capital Group, LLC
INCREASED17,8109,690+8,120+84%$2.3M$4.4M+$2.1M2026-10-22
Outfitters Financial LLC
DECREASED17,80017,990-190-1%$4.3M$4.4M+$147.1K2026-10-23
Signet Investment Advisory Group, Inc.
INCREASED17,75217,413+339+2%$4.2M$4.4M+$272.7K2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED17,71513,611+4,104+30%$3.2M$4.4M+$1.2M2026-11-02
Tortuga Wealth Management, Inc
INCREASED17,70916,799+910+5%$4.0M$4.4M+$408.3K2026-10-27
Rye Brook Capital LLC
INCREASED17,66915,804+1,865+12%$3.8M$4.4M+$635.0K2026-10-07
Essential Investment Partners LLC
INCREASED17,66915,946+1,723+11%$3.8M$4.4M+$601.7K2026-10-27
Northcape Wealth Management, LLC
INCREASED17,62417,605+19+0%$4.2M$4.4M+$195.0K2026-11-04
Marion Wealth Management
INCREASED17,55917,323+236+1%$4.1M$4.4M+$246.1K2026-10-22
Dudley Capital Management, LLC
INCREASED17,51217,077+435+3%$4.1M$4.4M+$293.0K2026-10-23
Odyssey Capital Advisors, Inc.
DECREASED17,45817,756-298-2%$4.2M$4.3M+$117.7K2026-10-26
Leibman Financial Services, Inc.
DECREASED17,39717,653-256-1%$4.2M$4.3M+$127.1K2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED17,39617,406-100%$4.1M$4.3M+$185.7K2026-10-30
Affiance Financial, LLC
INCREASED17,38816,593+795+5%$4.0M$4.3M+$377.4K2026-10-15
Orrstown Financial Services Inc
DECREASED17,35117,437-860%$4.2M$4.3M+$167.1K2026-10-14
Mechanics Financial Corp
INCREASED17,31317,003+310+2%$4.1M$4.3M+$261.0K2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED17,29917,246+53+0%$4.2M$4.3M+$141.7K2026-10-09
Private Client Services, LLC
INCREASED17,26814,136+3,132+22%$3.4M$4.3M+$933.2K2026-10-02
New England Research & Management, Inc.
INCREASED17,25617,079+177+1%$4.1M$4.3M+$228.7K2026-10-16
Asset Advisory Group, Inc.
INCREASED17,25417,246+8+0%$4.1M$4.3M+$188.4K2026-10-20
Veracity Capital LLC
INCREASED17,25116,932+319+2%$4.0M$4.3M+$262.5K2026-10-08
CrossGen Wealth, LLC
INCREASED17,23316,818+415+2%$4.0M$4.3M+$285.2K2026-10-30
Atala Financial Inc
INCREASED17,20914,540+2,669+18%$3.5M$4.3M+$822.2K2026-10-22
Linden Thomas Advisory Services, LLC
INCREASED17,1914,529+12,662+280%$1.1M$4.3M+$3.2M2026-10-19
Sawyer & Company, Inc
DECREASED17,17817,452-274-2%$4.2M$4.3M+$120.4K2026-10-21
Clarity Wealth Advisors, LLC
DECREASED17,17617,481-305-2%$4.2M$4.3M+$113.0K2026-10-21
Hager Investment Management Services, LLC
DECREASED17,15718,976-1,819-10%$4.5M$4.3M-$248.2K2026-11-04
Wealth Science Advisors LLC
DECREASED17,12517,319-194-1%$4.1M$4.3M+$138.9K2026-10-09
CFS Investment Advisory Services, LLC
INCREASED17,08614,831+2,255+15%$3.6M$4.4M+$779.9K2026-10-19
StoryOne LLC
INCREASED17,0748,776+8,298+95%$2.1M$4.3M+$2.2M2026-10-13
Greenbush Financial Group, LLC
INCREASED17,05615,976+1,080+7%$3.8M$4.2M+$441.8K2026-10-15
PCA Investment Advisory Services Inc.
INCREASED17,04716,945+102+1%$4.0M$4.2M+$208.6K2026-10-13
Jm2 Capital Inc.
INCREASED17,04016,926+114+1%$4.0M$4.2M+$211.4K2026-10-14
LifeWealth Investments, LLC
DECREASED17,01220,560-3,548-17%$4.9M$4.2M-$661.8K2026-10-21
Godsey & Gibb, Inc
INCREASED16,99316,936+57+0%$4.0M$4.2M+$197.3K2026-10-14
Antonelli Financial Advisors, LLC
DECREASED16,98217,679-697-4%$4.2M$4.2M+$17.0K2026-10-13
Trust Co of the South
DECREASED16,94217,293-351-2%$4.1M$4.2M+$99.5K2026-10-21
Sanders Morris Harris LLC
INCREASED16,9243,670+13,254+361%$874.7K$4.2M+$3.3M2026-10-14
Keeler Thomas Management LLC
DECREASED16,91617,296-380-2%$4.1M$4.2M+$92.3K2026-10-29
Mitchell Sinkler & Starr
INCREASED16,91516,862+53+0%$4.0M$4.2M+$195.5K2026-10-13
Whelan Financial
INCREASED16,87314,825+2,048+14%$3.5M$4.2M+$670.5K2026-10-28
Wealth Architects, LLC
DECREASED16,87218,678-1,806-10%$4.5M$4.2M-$248.1K2026-11-03
Ullmann Wealth Partners Group, LLC
INCREASED16,81315,912+901+6%$3.8M$4.2M+$396.5K2026-11-02
Toth Financial Advisory Corp
INCREASED16,76216,596+166+1%$4.0M$4.2M+$220.8K2026-10-08
Gemmer Asset Management LLC
DECREASED16,76018,410-1,650-9%$4.4M$4.2M-$212.1K2026-10-16
Cottage Street Advisors LLC
DECREASED16,75317,206-453-3%$4.1M$4.2M+$55.9K2026-10-19
BNB Wealth Management, LLC
DECREASED16,74217,887-1,145-6%$4.3M$4.2M-$91.9K2026-10-28
Ellerson Group Inc
DECREASED16,71017,515-805-5%$4.2M$4.2M+$14.5K2026-11-04
Nova Financial LLC
NEW16,697—+16,697——$4.2M—2026-11-04
Stone Wealth Partners
INCREASED16,6968,396+8,300+99%$2.0M$4.1M+$2.1M2026-11-05
Adelphi Trust Co
DECREASED16,68318,498-1,815-10%$4.4M$4.2M-$252.2K2026-10-05
Donalies Financial Planning, LLC
UNCHANGED16,67716,67700%$4.0M$4.2M+$180.3K2026-10-19
Baron Wealth Management LLC
INCREASED16,66215,434+1,228+8%$3.7M$4.2M+$472.8K2026-10-27
Challenger Wealth Management
DECREASED16,64716,833-186-1%$4.0M$4.1M+$135.6K2026-10-30
TFB Advisors LLC
INCREASED16,63215,442+1,190+8%$3.7M$4.1M+$463.4K2026-11-02
MRA Advisory Group
INCREASED16,60014,586+2,014+14%$3.5M$4.1M+$659.5K2026-10-07
Emprise Bank
INCREASED16,59515,157+1,438+9%$3.6M$4.1M+$522.1K2026-10-07
Latitude Advisors, LLC
DECREASED16,57316,889-316-2%$4.0M$4.1M+$103.8K2026-10-27
Cora Capital Advisors LLC
DECREASED16,55016,590-400%$4.0M$4.1M+$169.4K2026-11-02
Financial Insights, Inc.
DECREASED16,52616,536-100%$3.9M$4.1M+$176.3K2026-10-27
Journey Retirement Planning & Investment Management LLC
DECREASED16,51817,062-544-3%$4.1M$4.1M+$48.9K2026-10-09
Opal Wealth Advisors, LLC
INCREASED16,49915,844+655+4%$3.8M$4.1M+$334.5K2026-10-16
Goldenstone Wealth Management LLC
INCREASED16,49216,341+151+1%$3.9M$4.1M+$214.1K2026-11-04
Wealth Dimensions Group, Ltd.
INCREASED16,47113,269+3,202+24%$3.2M$4.1M+$941.3K2026-11-02
Enhancing Capital LLC
INCREASED16,43616,410+26+0%$3.9M$4.1M+$183.9K2026-10-26
Mcdonald Partners LLC
INCREASED16,43315,592+841+5%$3.7M$4.1M+$378.1K2026-11-03
Kaizen Financial Strategies
DECREASED16,39317,837-1,444-8%$4.3M$4.1M-$226.9K2026-10-09
Katamaran Capital LLP
DECREASED16,35720,672-4,315-21%$4.9M$4.1M-$851.6K2026-10-27
Great Diamond Partners, LLC
INCREASED16,35116,315+36+0%$3.9M$4.1M+$185.3K2026-10-13
Triangle Securities Wealth Management
INCREASED16,34916,166+183+1%$3.9M$4.1M+$220.3K2026-10-14
Cascade Investment Advisors, Inc.
DECREASED16,33616,687-351-2%$4.0M$4.1M+$92.9K2026-11-02
Comprehensive Financial Consultants Institutional, Inc.
INCREASED16,33316,275+58+0%$3.9M$4.1M+$190.4K2026-10-15
Matauro, LLC
INCREASED16,2499,056+7,193+79%$2.2M$4.0M+$1.9M2026-11-03
BigSur Wealth Management LLC
DECREASED16,24518,245-2,000-11%$4.3M$4.0M-$301.1K2026-10-13
New Wave Wealth Advisors LLC
INCREASED16,15414,567+1,587+11%$3.5M$4.2M+$705.2K2026-10-19
Arta Finance Wealth Management LLC
DECREASED16,14436,114-19,970-55%$8.6M$4.0M-$4.6M2026-10-28
Pathway Financial Advisers, LLC
INCREASED16,12314,098+2,025+14%$3.4M$4.0M+$657.0K2026-10-27
Traveka Wealth, LLC
INCREASED16,12114,981+1,140+8%$3.6M$4.0M+$446.0K2026-10-19
Independent Wealth Network Inc.
INCREASED16,10815,884+224+1%$3.8M$4.0M+$227.6K2026-10-19
LJI Wealth Management, LLC
INCREASED16,09215,658+434+3%$3.7M$4.0M+$277.5K2026-10-28
Roxbury Financial LLC
INCREASED16,07815,941+137+1%$3.8M$4.0M+$206.5K2026-10-01
Black Diamond Financial, LLC
INCREASED16,05814,034+2,024+14%$3.3M$4.0M+$656.0K2026-10-26
Pension & Wealth Management Advisors, Inc.
INCREASED16,02911,000+5,029+46%$2.6M$4.0M+$1.4M2026-10-16
Advisory Solutions Group, LLC
INCREASED16,0276,726+9,301+138%$1.6M$4.0M+$2.4M2026-10-14
Garton & Associates Financial Advisors LLC
INCREASED16,02615,627+399+3%$3.7M$4.0M+$268.3K2026-10-30
Heritage Family Offices, LLP
INCREASED15,97214,490+1,482+10%$3.5M$4.0M+$525.9K2026-11-02
Cookson Peirce & Co Inc
INCREASED15,96614,307+1,659+12%$3.4M$4.0M+$568.0K2026-10-30
Taylor & Morgan Wealth Management, LLC
DECREASED15,96015,980-200%$3.8M$4.0M+$167.8K2026-10-09
Royal Harbor Partners, LLC
INCREASED15,95815,824+134+1%$3.8M$4.0M+$204.4K2026-10-29
Invera Wealth Advisors, LLC
INCREASED15,86715,698+169+1%$3.7M$4.0M+$211.8K2026-10-28
Kennebec Savings Bank
INCREASED15,86615,663+203+1%$3.7M$4.0M+$219.9K2026-10-22
Canandaigua National Trust Co of Florida
NEW15,839—+15,839——$3.9M—2026-10-07
Investment Advisory Services Inc
INCREASED15,81515,481+334+2%$3.7M$3.9M+$250.5K2026-10-27
Schorn Wealth LLC
DECREASED15,80516,017-212-1%$3.8M$3.9M+$120.3K2026-10-14
Summit Place Financial Advisors, LLC
DECREASED15,78117,440-1,659-10%$4.2M$3.9M-$224.8K2026-10-23
Riverbend Wealth Management, LLC
DECREASED15,72815,761-330%$3.8M$3.9M+$162.2K2026-10-15
Lebenthal Global Advisors, LLC
INCREASED15,71514,457+1,258+9%$3.4M$3.9M+$469.9K2026-10-28
Arnhold LLC
DECREASED15,71115,914-203-1%$3.8M$3.9M+$121.5K2026-10-26
GS Investments, Inc.
DECREASED15,68415,857-173-1%$3.8M$3.9M+$128.3K2026-11-05
Iron Financial LLC
DECREASED15,68015,694-140%$3.7M$3.9M+$166.3K2026-10-23
Hamilton Point Investment Advisors, LLC
INCREASED15,6434,750+10,893+229%$1.1M$3.9M+$2.8M2026-11-03
Eukles Asset Management
DECREASED15,60815,701-93-1%$3.7M$3.9M+$146.6K2026-11-04
Wealth Quarterback LLC
INCREASED15,60214,728+874+6%$3.5M$3.9M+$377.0K2026-10-20
Carnegie Lake Advisors LLC
INCREASED15,56414,324+1,240+9%$3.4M$3.9M+$463.8K2026-11-06
Rooted Wealth Advisors, Inc.
UNCHANGED15,54115,54100%$3.7M$3.7M$02026-11-03
Kentucky Trust Co
DECREASED15,52815,607-79-1%$3.7M$3.9M+$149.0K2026-10-15
Platt Wealth Management LLC
DECREASED15,51815,531-130%$3.7M$3.9M+$165.0K2026-11-04
State of Wyoming
DECREASED15,49016,336-846-5%$3.9M$3.9M-$34.2K2026-10-28
AFG Fiduciary Services Limited Partnership
DECREASED15,47915,946-467-3%$3.9M$4.0M+$132.9K2026-10-21
True Freedom Investing, LLC
INCREASED15,43315,092+341+2%$3.1M$3.8M+$701.8K2026-10-29
Centurion Wealth Management LLC
DECREASED15,41115,834-423-3%$3.8M$3.8M+$65.9K2026-10-13
Pacific Capital Partners Ltd
INCREASED15,40612,848+2,558+20%$3.1M$3.8M+$776.2K2026-10-28
Aafmaa Wealth Management & Trust LLC
DECREASED15,39415,595-201-1%$3.7M$3.8M+$118.5K2026-10-14
LongView Wealth Management
INCREASED15,39214,756+636+4%$3.5M$3.8M+$318.0K2026-10-19
Nova R Wealth, Inc.
INCREASED15,37715,278+99+1%$3.6M$3.8M+$189.8K2026-10-26
Eddie Patel Inc
DECREASED15,35817,155-1,797-10%$4.1M$3.8M-$262.3K2026-11-02
Terra Nova Asset Management LLC
DECREASED15,35615,535-179-1%$3.7M$3.8M+$123.3K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED15,33014,604+726+5%$3.5M$3.8M+$338.8K2026-10-20
Islay Capital Management, LLC
INCREASED15,29414,777+517+4%$3.5M$3.8M+$288.6K2026-10-20
Atticus Wealth Management, LLC
INCREASED15,26913,466+1,803+13%$3.2M$3.8M+$594.8K2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED15,26613,706+1,560+11%$3.3M$3.8M+$536.8K2026-11-03
Salomon & Ludwin, LLC
DECREASED15,17515,263-88-1%$3.7M$3.8M+$91.8K2026-10-29
New Covenant Trust Company, N.A.
INCREASED15,16413,226+1,938+15%$3.2M$3.8M+$625.8K2026-10-08
Mattern Capital Management, LLC
INCREASED15,16415,081+83+1%$3.6M$3.8M+$183.7K2026-11-02
Arlington Trust Co LLC
INCREASED15,1448,145+6,999+86%$1.9M$3.8M+$1.8M2026-10-20
Proathlete Wealth Management LLC
INCREASED15,13012,871+2,259+18%$3.1M$3.8M+$698.4K2026-10-15
Titiun Yejiel
UNCHANGED15,09315,09300%$3.6M$3.8M+$163.2K2026-11-06
Manchester Financial Inc
DECREASED15,08315,549-466-3%$3.7M$3.8M+$51.9K2026-10-15
Ameliora Wealth Management Ltd.
DECREASED15,06615,411-345-2%$3.7M$3.8M+$80.6K2026-10-23
Cannon Advisors, Inc.
INCREASED15,03913,610+1,429+11%$3.4M$3.9M+$520.4K2026-10-14
LeConte Wealth Management, LLC
INCREASED15,03410,307+4,727+46%$2.5M$3.7M+$1.3M2026-10-20
Canal Insurance Co
UNCHANGED15,00015,00000%$3.6M$3.7M+$162.0K2026-10-20
Stonekeep Investments, LLC
INCREASED14,98614,554+432+3%$3.5M$3.7M+$264.8K2026-10-15
Piscataqua Savings Bank
DECREASED14,98215,076-94-1%$3.6M$3.7M+$139.6K2026-10-21
Brown University
NEW14,908—+14,908——$3.7M—2026-11-05
Jones Kertz & Associates, Inc.
UNCHANGED14,90614,90600%$3.6M$3.7M+$161.1K2026-10-28
Graphene Investments SAS
UNCHANGED14,90014,90000%$3.6M$3.7M+$161.1K2026-10-22
Wynn Capital, LLC
INCREASED14,89414,631+263+2%$3.5M$3.7M+$223.7K2026-10-13
Sweeney & Michel, LLC
INCREASED14,89014,794+96+1%$4.1M$3.7M-$350.8K2026-10-16
Atlatl Advisers LLC
INCREASED14,87111,085+3,786+34%$2.6M$3.7M+$1.1M2026-10-22
Bedel Financial Consulting, Inc.
INCREASED14,83714,710+127+1%$3.5M$3.7M+$190.7K2026-11-06
Lakeshore Capital Group, Inc.
INCREASED14,82913,945+884+6%$3.3M$3.7M+$371.0K2026-10-20
Amitell Capital Pte Ltd
DECREASED14,82415,649-825-5%$3.7M$3.7M-$36.4K2026-11-02
Shepherd Street Advisors LLC
INCREASED14,79514,780+15+0%$3.8M$3.9M+$114.3K2026-10-21
Abound Wealth Management
INCREASED14,77713,261+1,516+11%$3.2M$3.7M+$521.1K2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED14,77014,804-340%$3.5M$3.7M+$151.5K2026-10-22
Live Oak Private Wealth LLC
INCREASED14,76214,527+235+2%$3.5M$3.7M+$215.6K2026-11-02
Plus Group Wealth Advisors LLC
DECREASED14,75417,080-2,326-14%$4.1M$3.7M-$395.0K2026-10-19
Stevens Capital Partners
INCREASED14,74713,346+1,401+11%$3.2M$3.7M+$493.3K2026-10-29
One Day In July LLC
DECREASED14,74615,501-755-5%$3.7M$3.7M-$20.5K2026-10-30
Next Level Private LLC
INCREASED14,72813,591+1,137+8%$3.2M$3.7M+$430.2K2026-10-20
Neumann Capital Management, LLC
NEW14,698—+14,698——$3.7M—2026-10-15
SWS Partners
INCREASED14,67313,801+872+6%$3.3M$3.7M+$366.3K2026-10-26
Mccarter Private Wealth Services LLC
DECREASED14,66415,004-340-2%$3.6M$3.7M+$77.5K2026-10-22
Cutler Investment Counsel LLC
INCREASED14,59614,464+132+1%$3.4M$3.6M+$189.2K2026-10-28
Argos Wealth Advisors, LLC
DECREASED14,56814,801-233-2%$3.5M$3.6M+$101.9K2026-11-02
Mandatum Life Insurance Co Ltd
INCREASED14,5503,948+10,602+269%$941.0K$3.6M+$2.7M2026-11-06
Cresta Advisors, Ltd.
DECREASED14,54714,747-200-1%$3.5M$3.6M+$109.6K2026-10-14
Allegheny Financial Group
DECREASED14,53114,741-210-1%$3.5M$3.6M+$107.0K2026-11-05
Aspetuck Financial Management LLC
DECREASED14,52815,478-950-6%$3.7M$3.6M-$69.4K2026-11-04
Argyle Capital Partners, LLC
INCREASED14,52614,464+62+0%$3.4M$3.6M+$171.8K2026-10-23
Lodestone Wealth Management LLC
INCREASED14,49113,759+732+5%$3.3M$3.6M+$331.0K2026-10-14
VAN Strum & Towne Inc.
INCREASED14,48613,213+1,273+10%$3.1M$3.6M+$460.0K2026-11-06
Discipline Wealth Solutions, LLC
DECREASED14,48114,794-313-2%$3.5M$3.6M+$82.1K2026-10-14
Accelerate Investment Advisors LLC
DECREASED14,47915,241-762-5%$3.6M$3.6M-$25.1K2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED14,43315,573-1,140-7%$3.7M$3.6M-$116.0K2026-10-14
Blueprint Financial Advisors LLC
INCREASED14,42713,605+822+6%$3.2M$3.6M+$351.9K2026-10-28
First County Bank
DECREASED14,41914,884-465-3%$3.5M$3.6M+$45.0K2026-10-13
Uniting Wealth Partners, LLC
INCREASED14,40013,440+960+7%$3.2M$3.6M+$384.5K2026-11-06
Walled Lake Planning & Wealth Management, LLC
INCREASED14,39114,159+232+2%$3.4M$3.6M+$210.9K2026-10-29
Tandem Capital Management Corp
DECREASED14,38714,527-140-1%$3.5M$3.6M+$122.2K2026-10-22
LVZ, Inc.
INCREASED14,38214,080+302+2%$3.4M$3.6M+$227.4K2026-10-20
Shearwater Capital LLC
UNCHANGED14,37914,37900%$3.4M$3.6M+$155.4K2026-10-13
Diversified Portfolios, Inc.
INCREASED14,32514,290+35+0%$3.4M$3.6M+$163.2K2026-11-04
RFG Holdings, Inc.
INCREASED14,30714,266+41+0%$3.4M$3.6M+$164.7K2026-10-30
Sullivan Wood Capital Management LLC
DECREASED14,29914,503-204-1%$3.5M$3.6M+$106.0K2026-10-13
PCG Asset Management, LLC
INCREASED14,24511,150+3,095+28%$2.7M$3.5M+$891.7K2026-11-05
First City Capital Management, Inc.
DECREASED14,22914,590-361-2%$3.5M$3.5M+$67.8K2026-10-27
MV Capital Management, Inc.
DECREASED14,22314,405-182-1%$3.4M$3.5M+$110.4K2026-10-29
InTrack Investment Management Inc
DECREASED14,22215,968-1,746-11%$3.8M$3.5M-$262.4K2026-10-15
Cornerstone Planning Group LLC
DECREASED14,21414,306-92-1%$3.5M$3.7M+$227.4K2026-10-16
Warren Street Wealth Advisors, LLC
INCREASED14,17812,346+1,832+15%$2.9M$3.5M+$589.9K2026-11-04
First Community Trust NA
INCREASED14,17712,383+1,794+14%$3.0M$3.5M+$580.8K2026-10-07
St. Clair Advisors, LLC
INCREASED14,17214,163+9+0%$3.4M$3.5M+$155.3K2026-10-13
Rayburn West Financial Services LLC
INCREASED14,1697,644+6,525+85%$1.8M$3.5M+$1.7M2026-11-03
AGH Wealth Advisors, LLC
INCREASED14,13513,490+645+5%$3.2M$3.5M+$306.5K2026-10-26
Athena Wealth Management, LLC
INCREASED14,13113,110+1,021+8%$3.1M$3.5M+$396.1K2026-10-09
Spartan Planning & Wealth Management
INCREASED14,11812,054+2,064+17%$2.9M$3.5M+$644.5K2026-10-13
Paladin Wealth, LLC
DECREASED14,11714,516-399-3%$3.5M$3.5M+$57.5K2026-10-23
A. D. Beadell Investment Counsel, Inc.
DECREASED14,08014,550-470-3%$3.5M$3.5M+$41.0K2026-10-14
Capital Advisors, Ltd. LLC
INCREASED14,06213,629+433+3%$3.2M$3.5M+$256.0K2026-10-27
Orca Investment Management, LLC
DECREASED14,03114,298-267-2%$3.4M$3.5M+$88.0K2026-10-29
Miller Financial Services LLC
INCREASED14,00213,432+570+4%$3.2M$3.5M+$287.2K2026-10-20
WMS Group LLC
DECREASED13,98314,027-440%$3.3M$3.5M+$140.7K2026-11-06
Tradewinds Capital Management, LLC
INCREASED13,97112,939+1,032+8%$3.1M$3.5M+$397.0K2026-10-23
Myriad Asset Management US LP
INCREASED13,9349,911+4,023+41%$2.4M$3.5M+$1.1M2026-11-03
MBM Wealth Consultants, LLC
INCREASED13,92013,291+629+5%$3.2M$3.5M+$300.4K2026-10-20
Hobart Private Capital, LLC
DECREASED13,90016,283-2,383-15%$3.9M$3.5M-$417.7K2026-10-19
Lattice Capital Management, LLC
UNCHANGED13,90013,90000%$3.3M$3.5M+$150.3K2026-11-03
Kuhn & Co Investment Counsel
INCREASED13,89813,620+278+2%$3.2M$3.5M+$216.5K2026-10-29
Verus Wealth Management, LLC
INCREASED13,8852,838+11,047+389%$676.4K$3.5M+$2.8M2026-10-13
Directional Asset Management
DECREASED13,87713,970-93-1%$3.3M$3.5M+$127.8K2026-10-22
Sage Capital Management, LLC
UNCHANGED13,84513,84500%$3.3M$3.5M+$149.7K2026-10-20
Hilton Head Capital Partners, LLC
DECREASED13,83415,465-1,631-11%$3.7M$3.4M-$239.2K2026-10-23
James J. Burns & Company, LLC
INCREASED13,81813,326+492+4%$3.2M$3.4M+$266.6K2026-10-22
Watershed Private Wealth LLC
DECREASED13,81715,820-2,003-13%$3.8M$3.4M-$328.0K2026-10-30
Wolff Wiese Magana LLC
INCREASED13,78713,733+54+0%$3.3M$3.4M+$161.9K2026-10-15
Virtue Asset Management LLC
INCREASED13,77413,529+245+2%$3.2M$3.4M+$207.3K2026-10-21
Davis Capital Management
DECREASED13,76913,919-150-1%$3.3M$3.4M+$113.1K2026-10-08
Jnba Financial Advisors
INCREASED13,76413,028+736+6%$3.1M$3.4M+$324.2K2026-11-03
Alliance Wealth Advisors, LLC
DECREASED13,76317,764-4,001-23%$4.2M$3.4M-$804.7K2026-10-28
Lifestyle Asset Management, Inc.
INCREASED13,76212,627+1,135+9%$3.0M$3.4M+$419.3K2026-10-20
Trail Ridge Investment Advisors, LLC
INCREASED13,7599,898+3,861+39%$2.4M$3.4M+$1.1M2026-10-16
Demars Financial Group, LLC
INCREASED13,75813,371+387+3%$3.2M$3.4M+$241.0K2026-10-22
SBK Financial, Inc.
UNCHANGED13,75613,75600%$3.3M$3.4M+$148.7K2026-11-02
Affinity Capital Advisors, LLC
INCREASED13,75312,003+1,750+15%$2.9M$3.6M+$678.5K2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED13,74912,663+1,086+9%$3.0M$3.4M+$407.5K2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED13,74912,848+901+7%$3.1M$3.4M+$363.4K2026-10-26
CLG LLC
DECREASED13,74114,045-304-2%$3.3M$3.4M+$76.0K2026-10-13
BostonPremier Wealth LLC
INCREASED13,73613,677+59+0%$3.3M$3.4M+$162.5K2026-10-16
General Partner, Inc.
UNCHANGED13,73513,73500%$3.3M$3.4M+$148.5K2026-10-05
Willner & Heller, LLC
INCREASED13,73013,611+119+1%$3.2M$3.4M+$176.8K2026-10-28
Birch Financial Group, LLC
INCREASED13,72612,261+1,465+12%$2.9M$3.4M+$497.4K2026-10-27
Charles Schwab Trust Co
INCREASED13,7198,239+5,480+67%$2.0M$3.4M+$1.5M2026-10-15
Leisure Capital Management
DECREASED13,71914,201-482-3%$3.4M$3.4M+$33.4K2026-11-03
Private Management Group Inc
INCREASED13,68713,451+236+2%$3.2M$3.4M+$204.2K2026-11-04
National Wealth Management Group, LLC
INCREASED13,67213,006+666+5%$3.1M$3.4M+$306.5K2026-10-26
Alpha Omega Wealth Management LLC
INCREASED13,67213,472+200+1%$3.2M$3.4M+$195.5K2026-10-23
Net Worth Advisory Group
DECREASED13,65115,929-2,278-14%$3.8M$3.4M-$408.0K2026-10-20
HMS Capital Management, LLC
INCREASED13,65013,480+170+1%$3.2M$3.4M+$188.1K2026-10-20
Legacy Financial Strategies, LLC
INCREASED13,64713,465+182+1%$3.2M$3.4M+$190.9K2026-10-15
First Business Financial Services, Inc.
INCREASED13,61912,887+732+6%$3.1M$3.4M+$321.7K2026-10-29
Total Wealth Planning & Management, Inc.
INCREASED13,60713,532+75+1%$3.2M$3.4M+$165.0K2026-10-23
Rainier Family Wealth Inc
INCREASED13,60713,579+28+0%$3.2M$3.4M+$153.8K2026-11-02
Register Financial Advisors LLC
INCREASED13,60613,106+500+4%$3.1M$3.4M+$266.3K2026-10-23
Kingsbury Capital Investment Advisors LLC
DECREASED13,58114,518-937-6%$3.5M$3.4M-$76.5K2026-10-20
Raleigh Capital Management Inc.
DECREASED13,57418,057-4,483-25%$4.3M$3.4M-$921.7K2026-10-28
Cascade Investment Group, Inc.
DECREASED13,53713,735-198-1%$3.3M$3.4M+$99.1K2026-10-13
First Premier Bank
INCREASED13,51413,294+220+2%$3.2M$3.4M+$198.0K2026-10-13
Excalibur Management Corp
INCREASED13,51113,472+39+0%$3.2M$3.4M+$155.3K2026-11-02
Clearwater Capital Advisors, LLC
INCREASED13,50812,976+532+4%$3.1M$3.4M+$272.8K2026-11-06
Hall Laurie J Trustee
DECREASED13,50513,610-105-1%$3.2M$3.4M+$121.0K2026-10-06
Shah Wealth Advisors, LLC
INCREASED13,5018,930+4,571+51%$2.1M$3.4M+$1.2M2026-11-06
Shelter Rock Management, LLC
DECREASED13,49713,864-367-3%$3.3M$3.4M+$99.9K2026-10-09
Five Oceans Advisors
DECREASED13,47314,182-709-5%$3.4M$3.4M-$23.3K2026-10-22
Power Wealth Management LLC
DECREASED13,46613,921-455-3%$3.3M$3.4M+$37.1K2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED13,44713,279+168+1%$3.2M$3.4M+$185.4K2026-10-15
Eads & Heald Wealth Management
DECREASED13,43213,697-265-2%$3.3M$3.3M+$82.0K2026-10-29
Lynx Investment Advisory
DECREASED13,43015,393-1,963-13%$3.7M$3.3M-$322.7K2026-10-27
Burton Enright Welch
INCREASED13,41613,140+276+2%$3.1M$3.3M+$210.8K2026-11-04
Trinity Financial Advisors LLC
INCREASED13,40013,220+180+1%$3.2M$3.3M+$187.8K2026-10-09
Vivid Wealth Management, LLC
DECREASED13,39613,662-266-2%$3.3M$3.3M+$81.4K2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED13,39413,256+138+1%$3.2M$3.3M+$177.7K2026-10-27
Hardworking Capital Advisors, LLC
INCREASED13,39012,821+569+4%$3.1M$3.3M+$280.4K2026-10-20
Ejmk Ventures LLC
INCREASED13,37912,130+1,249+10%$2.9M$3.3M+$442.3K2026-10-21
Coquina Private Wealth LLC
DECREASED13,37413,778-404-3%$3.3M$3.3M+$48.3K2026-10-27
Novem Group
DECREASED13,36413,624-260-2%$3.2M$3.3M+$82.5K2026-10-19
Bill Few Associates, Inc.
INCREASED13,3459,535+3,810+40%$2.3M$3.3M+$1.1M2026-10-09
Successful Portfolios LLC
DECREASED13,33313,392-590%$3.3M$3.4M+$54.4K2026-10-09
Elevated Private Wealth, LLC
INCREASED13,31212,106+1,206+10%$2.9M$3.3M+$431.3K2026-10-15
Chapman Financial Group, LLC
DECREASED13,30413,404-100-1%$3.2M$3.3M+$120.0K2026-10-26
SJS Investment Consulting Inc.
INCREASED13,30211,743+1,559+13%$2.8M$3.3M+$515.4K2026-10-26
Crusonia Wealth Advisors LLC
INCREASED13,27511,867+1,408+12%$2.8M$3.3M+$479.0K2026-10-26
Wolverine Asset Management LLC
NEW13,260—+13,260——$3.3M—2026-11-02
Crumly & Associates Inc.
INCREASED13,2589,866+3,392+34%$2.4M$3.3M+$951.8K2026-10-07
Spectrum Planning & Advisory Services Inc.
INCREASED13,19711,963+1,234+10%$2.9M$3.3M+$436.8K2026-11-05
Rakuten Securities, Inc.
INCREASED13,19112,062+1,129+9%$2.9M$3.3M+$411.7K2026-11-02
Park Edge Advisors, LLC
DECREASED13,18514,975-1,790-12%$3.6M$3.3M-$284.1K2026-10-28
Gold Investment Management Ltd.
DECREASED13,17913,183-40%$3.1M$3.3M+$141.5K2026-10-19
Adamsbrown Wealth Consultants LLC
INCREASED13,09212,451+641+5%$3.0M$3.3M+$294.3K2026-10-20
Tlwm
DECREASED13,08513,427-342-3%$3.2M$3.3M+$59.9K2026-10-09
Retirement Guys Formula LLC
INCREASED13,08012,577+503+4%$3.0M$3.3M+$261.3K2026-10-26
NovaPoint Capital, LLC
DECREASED13,07913,284-205-2%$3.2M$3.3M+$92.5K2026-10-22
Dagco, Inc.
INCREASED13,06112,863+198+2%$3.1M$3.3M+$188.4K2026-10-20
Fermata Advisors, LLC
DECREASED13,03213,184-152-1%$3.1M$3.2M+$104.6K2026-10-13
Rhodes Investment Advisors Inc
DECREASED13,03013,067-370%$3.1M$3.2M+$132.0K2026-10-07
Bullock Wealth Management Group
INCREASED13,01112,784+227+2%$3.1M$3.2M+$139.8K2026-10-09
Monument Capital Management
INCREASED12,99311,780+1,213+10%$2.8M$3.2M+$429.6K2026-10-09
MFG Wealth Management, Inc.
DECREASED12,97814,548-1,570-11%$3.5M$3.2M-$233.9K2026-10-09
CWC Advisors, Llc.
INCREASED12,9715,980+6,991+117%$1.4M$3.2M+$1.8M2026-10-15
Detalus Advisors, LLC
DECREASED12,95212,981-290%$3.1M$3.2M+$133.1K2026-10-15
Madison Park Capital Advisors, LLC
INCREASED12,9135,434+7,479+138%$2.8M$3.2M+$378.6K2026-10-28
L. Roy Papp & Associates, LLP
INCREASED12,89912,845+54+0%$3.1M$3.2M+$152.3K2026-10-21
Gratus Wealth Advisors, LLC
DECREASED12,89512,955-600%$3.1M$3.2M+$125.1K2026-10-26
ARQ Wealth Advisors, LLC
INCREASED12,86612,192+674+6%$3.0M$3.2M+$220.5K2026-10-29
Probity Advisors, Inc.
DECREASED12,86313,121-258-2%$3.1M$3.2M+$77.6K2026-10-23
Waystone Advisors LLC
UNCHANGED12,84612,84600%$3.1M$3.1M$02026-10-16
Lexington Hill Partners, LLC
INCREASED12,83412,485+349+3%$3.0M$3.2M+$221.9K2026-10-13
Shum Financial Group, Inc.
INCREASED12,82712,480+347+3%$3.0M$3.2M+$221.4K2026-10-13
Horst & Graben Wealth Management LLC
INCREASED12,82412,812+12+0%$3.1M$3.2M+$98.4K2026-11-02
AMG Asset Management Group, Inc.
DECREASED12,80917,100-4,291-25%$4.1M$3.2M-$884.3K2026-10-21
Marest Capital, LLC
INCREASED12,77912,719+60+0%$3.0M$3.2M+$152.5K2026-10-23
Todd Wealth Management, LLC
INCREASED12,75012,686+64+1%$3.0M$3.2M+$153.1K2026-10-19
Trust Co
INCREASED12,71511,851+864+7%$2.8M$3.2M+$343.5K2026-10-09
Pilgrim Partners Asia Pte Ltd
INCREASED12,68012,240+440+4%$2.9M$3.2M+$241.9K2026-10-29
Foresight Capital Management Advisors, Inc.
DECREASED12,67212,864-192-1%$3.1M$3.2M+$91.2K2026-10-27
Patrick M Sweeney & Associates, Inc
INCREASED12,63812,571+67+1%$3.0M$3.1M+$152.6K2026-10-22
Corecam AG
INCREASED12,6357,643+4,992+65%$1.8M$3.1M+$1.3M2026-10-29
Bear Mountain Capital, Inc.
DECREASED12,59512,747-152-1%$3.2M$3.1M-$6.1K2026-11-04
Burr Financial Services, LLC
DECREASED12,59113,948-1,357-10%$3.3M$3.1M-$187.3K2026-10-08
Southern Michigan Bank & Trust
DECREASED12,56612,854-288-2%$3.1M$3.1M+$67.2K2026-10-19
Cahaba Wealth Management, Inc.
INCREASED12,54612,187+359+3%$2.9M$3.1M+$221.2K2026-10-26
Schneider Downs Wealth Management Advisors, LP
INCREASED12,54110,849+1,692+16%$2.6M$3.1M+$538.8K2026-10-27
Jacksonville Wealth Management, LLC
INCREASED12,52112,399+122+1%$3.0M$3.1M+$164.4K2026-10-30
WestHill Financial Advisors, Inc.
DECREASED12,46712,664-197-2%$3.0M$3.1M+$87.8K2026-10-14
Sage Private Wealth Group, LLC
INCREASED12,4619,010+3,451+38%$2.1M$3.1M+$957.2K2026-10-21
Investment Partners, Ltd.
INCREASED12,4266,267+6,159+98%$1.5M$3.1M+$1.6M2026-10-29
Alpha Zero LLC
INCREASED12,40210,862+1,540+14%$2.7M$3.1M+$375.6K2026-11-06
First United Bank & Trust
INCREASED12,39712,325+72+1%$2.9M$3.1M+$151.2K2026-10-22
4J Wealth Management LLC
DECREASED12,37812,470-92-1%$3.0M$3.1M+$112.1K2026-11-02
Myecfo, LLC
UNCHANGED12,37512,37500%$2.9M$3.1M+$133.8K2026-10-14
Verity Asset Management, Inc.
INCREASED12,35612,069+287+2%$2.9M$3.1M+$202.0K2026-10-30
Financial Management Professionals, Inc.
INCREASED12,34212,230+112+1%$2.9M$3.1M+$160.1K2026-10-23
Advisory Resource Group
DECREASED12,33412,424-90-1%$3.0M$3.1M+$112.0K2026-10-26
Oakmont Investment Advisors, Inc.
INCREASED12,33112,182+149+1%$2.9M$3.1M+$168.8K2026-10-21
Birchbrook, Inc.
DECREASED12,32113,729-1,408-10%$3.3M$3.1M-$202.4K2026-10-14
Corrado Advisors, LLC
DECREASED12,28412,407-123-1%$3.0M$3.1M+$103.5K2026-10-27
Stonebridge Financial Group, LLC
INCREASED12,28111,336+945+8%$2.7M$3.1M+$358.0K2026-10-01
Live Oak Investment Partners
INCREASED12,27512,179+96+1%$2.9M$3.1M+$155.6K2026-10-23
Creative Capital Management Investments LLC
DECREASED12,26212,606-344-3%$3.0M$3.1M+$50.6K2026-10-28
Hunter Associates Investment Management LLC
INCREASED12,22712,071+156+1%$2.9M$3.0M+$168.0K2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED12,21613,393-1,177-9%$3.2M$3.0M-$148.5K2026-11-04
Carl P. Sherr & Co., LLC
INCREASED12,20012,174+26+0%$2.9M$3.0M+$138.1K2026-11-06
Howard Wealth Management, LLC
DECREASED12,18412,279-95-1%$2.9M$3.0M+$109.1K2026-10-28
Fairscale Capital, LLC
INCREASED12,14011,880+260+2%$2.8M$2.9M+$86.4K2026-11-04
Berkshire Money Management, Inc.
INCREASED12,13212,057+75+1%$2.9M$3.0M+$149.0K2026-10-21
Skylands Capital, LLC
DECREASED12,08513,585-1,500-11%$3.2M$3.0M-$226.9K2026-10-21
Sippican Capital Advisors
INCREASED12,05311,826+227+2%$2.8M$3.0M+$184.4K2026-10-23
GLR Partners, LLC
DECREASED12,04312,490-447-4%$3.0M$3.0M+$23.6K2026-11-04
Shelton Wealth Management, LLC
INCREASED12,03211,331+701+6%$2.7M$3.0M+$297.1K2026-10-16
Northstar Asset Management Co
INCREASED12,01111,921+90+1%$2.8M$3.2M+$384.3K2026-10-22
Hamilton Capital, LLC
INCREASED12,00711,911+96+1%$2.8M$3.0M+$152.7K2026-10-08
Rise Advisors, LLC
INCREASED11,98911,670+319+3%$2.8M$3.0M+$205.6K2026-10-16
Rezny Wealth Management, Inc.
INCREASED11,97411,726+248+2%$2.8M$3.0M+$188.5K2026-10-15
Values Added Financial LLC
DECREASED11,97112,194-223-2%$2.9M$3.0M+$76.3K2026-10-28
Bigelow Investment Advisors, LLC
INCREASED11,96311,424+539+5%$2.7M$3.0M+$257.8K2026-10-13
Owl Creek Wealth Partners LLC
DECREASED11,96112,820-859-7%$3.1M$3.0M-$75.4K2026-10-20
Capital Management Associates, Inc
INCREASED11,96011,887+73+1%$2.8M$3.0M+$146.7K2026-10-20
Hoxton Planning & Management, LLC
INCREASED11,93311,701+232+2%$2.8M$3.0M+$184.3K2026-10-15
15 Wealth Advisors LLC
NEW11,902—+11,902——$3.0M—2026-10-14
Acorn Wealth Advisors, LLC
INCREASED11,87811,617+261+2%$2.8M$3.0M+$190.6K2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED11,85512,207-352-3%$2.9M$3.0M+$44.3K2026-10-13
Warwick Investment Management, Inc.
DECREASED11,84912,759-910-7%$3.0M$3.0M-$88.8K2026-10-19
Heartwood Wealth Advisors LLC
INCREASED11,83711,517+320+3%$2.7M$2.9M+$204.2K2026-10-05
Castellan Group
INCREASED11,8002,400+9,400+392%$572.0K$2.9M+$2.4M2026-10-19
Argus Investors' Counsel, Inc.
INCREASED11,79511,769+26+0%$2.8M$2.9M+$133.7K2026-10-09
Richard P Slaughter Associates Inc
DECREASED11,77912,633-854-7%$3.0M$2.9M-$76.2K2026-10-13
XY Planning Network, Inc.
INCREASED11,7408,438+3,302+39%$2.0M$2.9M+$913.9K2026-10-14
Strategic Family Wealth Counselors, L.L.C.
INCREASED11,73911,448+291+3%$2.7M$2.9M+$196.3K2026-10-29
Armstrong Henry H Associates Inc
UNCHANGED11,73211,73200%$2.8M$2.9M+$126.8K2026-10-07
Peck Wealth Management, LLC
UNCHANGED11,71711,71700%$2.8M$2.9M+$126.7K2026-10-29
Grey Ledge Advisors, LLC
INCREASED11,70411,677+27+0%$2.8M$2.9M+$133.0K2026-11-02
TMB Capital Partners, LLC
INCREASED11,67611,608+68+1%$2.8M$2.9M+$142.4K2026-10-20
Centennial Wealth Advisory LLC
INCREASED11,66111,525+136+1%$2.7M$2.9M+$161.0K2026-10-16
B.O.S.S. Retirement Advisors, LLC
DECREASED11,62017,114-5,494-32%$4.1M$2.9M-$1.2M2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED11,61311,658-450%$2.8M$2.9M+$114.8K2026-10-28
Yoder Wealth Management, Inc.
INCREASED11,59711,421+176+2%$2.7M$2.9M+$167.3K2026-10-13
Verum Partners LLC
INCREASED11,58410,784+800+7%$2.6M$2.9M+$315.9K2026-10-21
Alliance Private Wealth, LLC
DECREASED11,54812,998-1,450-11%$3.1M$2.9M-$220.8K2026-10-20
Aurora Private Wealth, Inc.
DECREASED11,54711,769-222-2%$2.8M$2.9M+$72.0K2026-10-20
BayBridge Capital Group, LLC
DECREASED11,54411,854-310-3%$2.8M$2.9M+$51.0K2026-10-13
Burke & Herbert Bank & Trust Co
INCREASED11,53311,398+135+1%$2.7M$2.9M+$156.8K2026-11-02
Wealth Intelligence, LLC
INCREASED11,51411,259+255+2%$2.7M$2.9M+$185.2K2026-10-16
Silver Grove Financial Group, Inc.
INCREASED11,51211,323+189+2%$2.7M$2.9M+$169.5K2026-11-05
WPG Advisers, LLC
DECREASED11,48911,707-218-2%$2.8M$2.9M+$72.2K2026-10-27
McLean Asset Management Corp
INCREASED11,48011,322+158+1%$3.1M$3.0M-$87.6K2026-11-06
Smith Group Asset Management, LLC
DECREASED11,45512,186-731-6%$2.9M$2.9M-$50.4K2026-10-27
Beam Wealth Advisors, Inc.
DECREASED11,39311,985-592-5%$2.9M$2.8M-$17.9K2026-11-03
Capital Advantage, Inc.
DECREASED11,38011,477-97-1%$2.7M$2.8M+$99.9K2026-10-14
Martin Capital Advisors, LLP
DECREASED11,37811,495-117-1%$2.7M$2.8M+$95.1K2026-10-15
Altus Wealth Group LLC
DECREASED11,33212,267-935-8%$2.9M$2.8M-$100.3K2026-10-20
Gen-Wealth Partners Inc
DECREASED11,31712,746-1,429-11%$3.0M$2.8M-$218.1K2026-11-04
Financial Consulate, Inc
DECREASED11,30411,413-109-1%$2.7M$2.8M+$96.2K2026-10-23
IFG Advisors, LLC
INCREASED11,29911,249+50+0%$2.7M$2.8M+$134.1K2026-10-15
August Group Capital Ltd
INCREASED11,28611,116+170+2%$2.6M$2.8M+$162.5K2026-10-14
Matisse Capital
DECREASED11,28611,305-190%$2.7M$2.8M+$117.5K2026-10-29
Abacus Wealth Partners, LLC
INCREASED11,26711,109+158+1%$2.6M$2.8M+$159.5K2026-11-03
Tarbox Family Office, Inc.
INCREASED11,2545,836+5,418+93%$1.4M$2.8M+$1.4M2026-10-23
Prescott Group Capital Management, L.L.C.
UNCHANGED11,24011,24000%$2.7M$2.8M+$121.5K2026-10-30
Oak Asset Management, LLC
DECREASED11,23011,365-135-1%$2.7M$2.8M+$89.2K2026-10-13
Unique Wealth, LLC
INCREASED11,22810,659+569+5%$2.5M$2.8M+$257.0K2026-10-16
Motive Wealth Advisors
INCREASED11,22510,719+506+5%$2.6M$2.8M+$241.9K2026-10-26
Bullseye Investment Management, LLC
DECREASED11,21911,280-61-1%$2.7M$2.8M+$106.7K2026-10-29
Sprinkle Financial Consultants LLC
DECREASED11,21211,962-750-6%$2.9M$2.8M-$57.6K2026-10-09
WealthTrust Asset Management, LLC
DECREASED11,20011,395-195-2%$2.7M$2.8M+$74.6K2026-10-22
Hennessy Advisors Inc
UNCHANGED11,20011,20000%$2.7M$2.8M+$121.1K2026-10-28
Washburn Capital Management, Inc.
DECREASED11,19711,212-150%$2.7M$2.8M+$117.5K2026-10-19
Richardson Financial Services Inc.
INCREASED11,18910,504+685+7%$2.5M$2.8M+$284.2K2026-10-30
Farrell Financial LLC
INCREASED11,17111,148+23+0%$2.7M$2.8M+$126.2K2026-10-16
Davidson Trust Co
DECREASED11,16311,240-77-1%$2.7M$2.8M+$102.3K2026-10-09
Morey & Quinn Wealth Partners, LLC
DECREASED11,16011,390-230-2%$2.7M$2.8M+$65.8K2026-10-28
American Capital Advisory, LLC
DECREASED11,15511,885-730-6%$2.8M$2.8M-$53.4K2026-10-28
Centerpoint Advisors, LLC
INCREASED11,1458,534+2,611+31%$2.0M$2.8M+$743.0K2026-11-05
Noble Wealth Management PBC
DECREASED11,13911,144-50%$2.7M$2.8M+$119.2K2026-10-01
RVW Wealth, LLC
DECREASED11,13611,240-104-1%$2.7M$2.8M+$95.5K2026-10-06
Capital Wealth Alliance, LLC
INCREASED11,1278,464+2,663+31%$2.0M$2.8M+$754.6K2026-10-20
Carlson Financial, Inc.
DECREASED11,12211,149-270%$2.7M$2.8M+$114.3K2026-11-05
Austin Wealth Management, LLC
INCREASED11,11810,399+719+7%$2.6M$2.8M+$253.7K2026-11-06
Midwest Financial Group LLC
INCREASED11,11311,023+90+1%$2.6M$2.8M+$141.6K2026-10-15
Grantvest Financial Group LLC
DECREASED11,09911,390-291-3%$2.7M$2.8M+$50.6K2026-10-21
Catalyst Capital Advisors LLC
INCREASED11,09810,022+1,076+11%$2.4M$2.8M+$376.4K2026-11-02
Puff Wealth Management, LLC
DECREASED11,09611,144-480%$2.7M$2.8M+$108.5K2026-10-07
Center For Asset Management LLC
INCREASED11,0746,130+4,944+81%$1.5M$2.8M+$1.3M2026-10-16
Client 1ST Advisory Group, LLC
INCREASED11,06110,831+230+2%$2.6M$2.8M+$174.4K2026-10-19
Flagship Capital Management Inc.
INCREASED11,05510,125+930+9%$2.4M$2.8M+$341.2K2026-10-20
Account Management LLC
UNCHANGED11,05511,05500%$2.6M$2.8M+$119.5K2026-11-04
Centerpoint Advisory Group
INCREASED11,03311,013+20+0%$2.6M$2.7M+$124.0K2026-10-23
Grandfield & Dodd, LLC
DECREASED11,03211,132-100-1%$2.7M$2.7M+$95.4K2026-10-29
Collar Capital Management, LLC
INCREASED11,02310,788+235+2%$2.6M$2.7M+$175.2K2026-10-28
Wellington Shields Capital Management, LLC
DECREASED11,000110,437-99,437-90%$26.3M$2.7M-$23.6M2026-11-03
Wellington Shields & Co., LLC
DECREASED11,00031,386-20,386-65%$7.5M$2.7M-$4.7M2026-11-03
Capital Management Associates
UNCHANGED11,00011,00000%$2.6M$2.7M+$118.9K2026-11-03
Nicholas Wealth, Llc.
DECREASED10,98610,990-40%$2.6M$2.7M+$117.9K2026-10-26
Sutton Place Investors LLC
INCREASED10,96210,840+122+1%$2.6M$2.7M+$147.6K2026-10-20
Alpine Bank Wealth Management
DECREASED10,91111,728-817-7%$2.8M$2.7M-$76.8K2026-10-16
White Lighthouse Investment Management Inc.
INCREASED10,90710,784+123+1%$2.6M$2.7M+$147.2K2026-10-21
BCS Wealth Management
DECREASED10,90511,302-397-4%$2.7M$2.7M+$23.3K2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED10,89010,700+190+2%$2.6M$2.7M+$163.0K2026-10-08
Financial Planning Hawaii, Inc.
DECREASED10,88111,230-349-3%$2.7M$2.7M+$34.4K2026-10-13
Oak Barrel Wealth Advisory LLC
INCREASED10,87610,816+60+1%$2.6M$2.7M+$131.9K2026-11-05
Main Street Group, LTD
DECREASED10,87310,934-61-1%$2.6M$2.7M+$103.0K2026-10-28
Pflug Koory, LLC
INCREASED10,87210,533+339+3%$2.5M$2.7M+$198.4K2026-10-26
Fonville Wealth Management LLC
INCREASED10,86810,007+861+9%$2.4M$2.7M+$322.7K2026-10-28
Steinberganna Wealth Management
DECREASED10,84911,343-494-4%$2.7M$2.7M-$4632026-10-23
Studio Investment Management LLC
DECREASED10,83311,483-650-6%$2.7M$2.7M-$37.8K2026-10-22
Advisor Resource Council
DECREASED10,82111,640-819-7%$2.8M$2.7M-$116.9K2026-11-05
Genesee Capital Advisors, LLC
DECREASED10,80811,222-414-4%$2.7M$2.7M+$18.2K2026-10-20
Elevate Capital Advisors, LLC
DECREASED10,79214,174-3,382-24%$3.4M$2.7M-$689.5K2026-11-02
Emergent Wealth Advisors, LLC
INCREASED10,7869,918+868+9%$2.5M$2.7M+$227.4K2026-10-09
William Mack & Associates, Inc.
DECREASED10,77410,898-124-1%$2.6M$2.7M+$86.9K2026-10-27
Thayer Partners, LLC / MA
UNCHANGED10,72510,72500%$2.6M$2.7M+$115.9K2026-11-06
Beirne Wealth Consulting Services, LLC
DECREASED10,70712,770-2,063-16%$3.0M$2.7M-$375.8K2026-10-19
Cpwa, LLC
DECREASED10,67910,784-105-1%$2.6M$2.8M+$201.2K2026-11-04
McGlone Suttner Wealth Management, Inc.
DECREASED10,66412,032-1,368-11%$2.9M$2.7M-$210.8K2026-10-13
Lester Murray Antman dba SimplyRich
INCREASED10,65910,646+13+0%$2.5M$2.7M+$118.7K2026-11-06
Deseret Mutual Benefit Administrators
INCREASED10,65210,490+162+2%$2.5M$2.7M+$153.8K2026-11-04
Gilman Hill Asset Management, LLC
DECREASED10,63311,325-692-6%$2.7M$2.6M-$50.0K2026-10-13
Sunburst Financial Group, LLC
DECREASED10,62310,639-160%$2.5M$2.6M+$111.0K2026-10-09
Cooper S Advisors, LLC
INCREASED10,62210,607+15+0%$2.5M$2.6M+$118.4K2026-11-03
Insight Wealth Partners, LLC
DECREASED10,60710,828-221-2%$2.6M$2.6M+$62.0K2026-10-26
BAM Wealth Management, LLC
INCREASED10,5959,975+620+6%$2.4M$2.6M+$262.3K2026-10-15
Midwest Professional Planners, Ltd.
INCREASED10,59410,039+555+6%$2.4M$2.6M+$246.9K2026-10-29
Jeter Robert S II
INCREASED10,5894,159+6,430+155%$1.0M$2.7M+$1.7M2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED10,58011,410-830-7%$2.7M$2.6M-$18.1K2026-11-03
Guardian Investment Management
INCREASED10,5649,506+1,058+11%$2.3M$2.6M+$366.4K2026-10-23
Kraematon Investment Advisors, Inc
INCREASED10,56310,453+110+1%$2.5M$2.6M+$140.4K2026-11-02
Cypress Point Wealth Management, LLC
DECREASED10,55011,382-832-7%$2.7M$2.6M-$84.1K2026-11-03
MTM Investment Management, LLC
INCREASED10,55010,398+152+1%$2.5M$2.6M+$150.3K2026-10-30
TrueWealth Advisors, LLC
INCREASED10,50410,137+367+4%$2.4M$2.6M+$201.0K2026-10-09
WJ Wealth Management, LLC
INCREASED10,46010,320+140+1%$2.5M$2.6M+$146.4K2026-11-03
Ariadne Wealth Management, LP
INCREASED10,44810,310+138+1%$2.5M$2.6M+$145.8K2026-11-06
Fortitude Family Office, LLC
INCREASED10,4408,030+2,410+30%$1.9M$2.6M+$687.3K2026-10-14
Phillips Financial Management, LLC
INCREASED10,43310,278+155+2%$2.4M$2.6M+$149.7K2026-10-19
Acorn Creek Capital LLC
INCREASED10,4299,479+950+10%$2.3M$2.6M+$339.2K2026-11-05
Gill Capital Partners, LLC
INCREASED10,4209,758+662+7%$2.3M$2.6M+$270.4K2026-10-13
Promethium Advisors,llc
INCREASED10,41610,278+138+1%$2.4M$2.6M+$145.5K2026-10-19
Eagle Bluffs Wealth Management LLC
INCREASED10,39410,131+263+3%$2.4M$2.6M+$175.0K2026-10-20
Horizon Wealth Management, LLC
DECREASED10,38912,844-2,455-19%$3.1M$2.6M-$472.8K2026-11-02
Three Magnolias Financial Advisors, LLC
DECREASED10,37512,875-2,500-19%$3.1M$2.6M-$483.7K2026-10-14
Carolina Wealth Management Inc
INCREASED10,3717,061+3,310+47%$1.7M$2.6M+$901.0K2026-10-29
Catalyst Private Wealth, LLC
INCREASED10,3709,815+555+6%$2.3M$2.6M+$244.4K2026-10-13
Investment Research Partners LLC
INCREASED10,3649,229+1,135+12%$2.2M$2.6M+$382.6K2026-10-19
Union Savings Bank
DECREASED10,36210,425-63-1%$2.5M$2.6M+$97.0K2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED10,3519,375+976+10%$2.2M$2.6M+$344.5K2026-10-29
Braeburn Wealth Management LLC
INCREASED10,34610,152+194+2%$2.4M$2.6M+$158.1K2026-10-15
Financial Solutions Advisory Group, Inc.
INCREASED10,3419,892+449+5%$2.4M$2.6M+$141.5K2026-10-28
Aletheian Wealth Advisors LLC
INCREASED10,3359,380+955+10%$2.2M$2.6M+$339.2K2026-10-08
Cathy Pareto & Associates, Inc
INCREASED10,32910,266+63+1%$2.4M$2.6M+$126.6K2026-10-15
Gainplan LLC
NEW10,317—+10,317——$2.6M—2026-10-09
Worth Asset Management, LLC
INCREASED10,3178,400+1,917+23%$2.0M$2.6M+$568.4K2026-10-07
Wernau Asset Management Inc.
INCREASED10,31410,298+16+0%$2.5M$2.6M+$115.3K2026-10-19
Avondale Wealth Management
UNCHANGED10,29810,29800%$2.5M$2.6M+$111.3K2026-10-15
MMA Asset Management LLC
INCREASED10,2829,113+1,169+13%$2.2M$2.6M+$389.8K2026-11-02
Mlp3, LLC
INCREASED10,2818,818+1,463+17%$2.1M$2.6M+$459.8K2026-10-22
Gerald Baker Financial Group LLC
DECREASED10,27810,305-270%$2.5M$2.6M+$104.7K2026-10-09
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED10,26010,26000%$2.4M$2.6M+$110.9K2026-10-13
Fortune 45 LLC
DECREASED10,22710,333-106-1%$2.5M$2.5M+$85.3K2026-10-14
Arcadia Wealth Management, LLC
INCREASED10,22610,217+9+0%$2.4M$2.5M+$112.7K2026-10-22
Redwood Financial Network Corp
DECREASED10,22310,591-368-3%$2.5M$2.5M+$22.8K2026-11-03
FAI Advisors, Inc.
INCREASED10,2199,784+435+4%$2.3M$2.5M+$214.1K2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
DECREASED10,19710,899-702-6%$2.6M$2.5M-$56.9K2026-10-09
Inlet Private Wealth, LLC
DECREASED10,18710,280-93-1%$2.5M$2.5M+$88.0K2026-10-21
Vima LLC
DECREASED10,18010,188-80%$2.4M$2.5M+$108.1K2026-10-23
Intelligence Driven Advisers, LLC
INCREASED10,1489,183+965+11%$2.2M$2.5M+$339.7K2026-10-09
Heritage Wealth Management, Inc.
DECREASED10,14210,156-140%$2.4M$2.5M+$106.3K2026-10-28
Sage Mountain Advisors LLC
DECREASED10,09621,011-10,915-52%$5.0M$4.4M-$587.2K2026-11-02
United Community Bank
DECREASED10,09410,215-121-1%$2.4M$2.5M+$80.3K2026-10-28
Spinnaker Investment Group, LLC
INCREASED10,0889,673+415+4%$2.3M$2.5M+$208.0K2026-10-13
Grey Fox Wealth Advisors, LLC
INCREASED10,0719,932+139+1%$2.4M$2.5M+$142.0K2026-11-03
Curran Financial Partners, LLC
INCREASED10,07110,025+46+0%$2.4M$2.5M+$119.7K2026-11-04
Johnson & White Wealth Management, LLC
UNCHANGED10,05210,05200%$2.4M$2.5M+$108.7K2026-11-03
Guerra PAN Advisors, LLC
INCREASED10,0509,630+420+4%$2.3M$2.6M+$342.4K2026-10-26
American Institute for Advanced Investment Management, LLP
DECREASED10,03010,154-124-1%$2.4M$2.5M+$78.9K2026-11-03
Azzad Asset Management Inc
UNCHANGED10,03010,03000%$2.4M$2.5M+$108.4K2026-11-04
Twin Peaks Capital Ltd
NEW10,000—+10,000——$2.5M—2026-11-03
Professional Financial Advisors, LLC
INCREASED9,9929,984+8+0%$2.4M$2.5M+$109.8K2026-10-13
Alternative Investment Advisors, Llc.
DECREASED9,99010,227-237-2%$2.4M$2.5M+$51.5K2026-11-03
Decision Investments, Inc
INCREASED9,9889,401+587+6%$2.2M$2.5M+$247.9K2026-10-07
Gilpin Wealth Management, LLC
INCREASED9,9836,466+3,517+54%$1.5M$2.5M+$946.2K2026-10-09
Bryant Woods Investment Advisors, LLC
DECREASED9,97110,060-89-1%$2.4M$2.5M+$86.6K2026-10-26
Luts & Greenleigh Group, Inc.
DECREASED9,96410,041-77-1%$2.4M$2.5M+$89.4K2026-11-05
Cannon Capital Management, Inc.
INCREASED9,9629,545+417+4%$2.3M$2.5M+$207.1K2026-11-03
Precedent Wealth Partners, LLC
INCREASED9,9578,138+1,819+22%$1.9M$2.5M+$541.0K2026-10-21
Rahlfs Capital, LLC
UNCHANGED9,9559,95500%$2.4M$2.5M+$107.6K2026-10-23
Investment Partners Asset Management, Inc.
DECREASED9,94010,066-126-1%$2.4M$2.5M+$77.4K2026-10-09
Lee Financial Co
INCREASED9,9299,618+311+3%$2.3M$2.5M+$181.4K2026-10-16
Cherrydale Wealth Management, LLC
INCREASED9,9289,846+82+1%$2.3M$2.5M+$126.5K2026-10-20
Corundum Group, Inc.
INCREASED9,9248,601+1,323+15%$2.0M$2.5M+$422.6K2026-10-28
Hurley Capital, LLC
INCREASED9,9229,710+212+2%$2.3M$2.5M+$157.8K2026-11-05
waypoint wealth counsel
INCREASED9,9158,929+986+11%$2.1M$2.5M+$342.2K2026-10-22
McNaughton Wealth Management, LLC
INCREASED9,9139,617+296+3%$2.3M$2.5M+$177.6K2026-10-09
Old Port Advisors
INCREASED9,8929,479+413+4%$2.3M$2.5M+$205.4K2026-10-23
AWM Capital, LLC
INCREASED9,8808,246+1,634+20%$2.0M$2.5M+$496.3K2026-10-16
West Paces Advisors Inc.
INCREASED9,8419,727+114+1%$2.3M$2.5M+$133.6K2026-10-13
First Financial Corp
DECREASED9,83810,041-203-2%$2.4M$2.5M+$58.0K2026-10-13
Fell Capital Management
DECREASED9,83410,476-642-6%$2.5M$2.5M-$46.7K2026-10-09
TFC Financial Management, Inc.
INCREASED9,8279,588+239+2%$2.3M$2.4M+$163.2K2026-10-26
First Bancorp, Inc
DECREASED9,81010,316-506-5%$2.5M$2.4M-$14.6K2026-10-26
Seelaus Asset Management LLC
DECREASED9,80810,582-774-7%$2.5M$2.4M-$78.5K2026-10-14
MN Wealth Advisors, LLC
DECREASED9,8019,890-89-1%$2.4M$2.4M+$84.7K2026-10-23
TT Capital Management LLC
INCREASED9,7968,834+962+11%$2.1M$2.4M+$335.1K2026-10-15
IronBridge Private Wealth, LLC
INCREASED9,7958,619+1,176+14%$2.1M$2.4M+$386.2K2026-11-03
Avion Wealth
DECREASED9,79210,527-735-7%$2.5M$2.4M-$69.0K2026-11-04
Juno Financial Group LLC
INCREASED9,7789,215+563+6%$2.2M$2.4M+$239.9K2026-10-27
Monte Financial Group, LLC
DECREASED9,7719,790-190%$2.7M$2.4M-$224.4K2026-11-02
Hidden Cove Wealth Management, LLC
INCREASED9,7639,400+363+4%$2.2M$2.4M+$192.1K2026-10-19
Hudock, Inc.
DECREASED9,75310,242-489-5%$2.4M$2.4M-$11.1K2026-10-14
G2 Capital Management, LLC / OH
DECREASED9,7539,853-100-1%$2.3M$2.4M+$81.6K2026-10-23
Pachira Investments Inc.
INCREASED9,7329,383+349+4%$2.2M$2.4M+$188.4K2026-10-14
Nabity-Jensen Investment Management Inc
INCREASED9,7319,290+441+5%$2.2M$2.4M+$210.3K2026-10-23
Gradient Capital Advisors, LLC
DECREASED9,6809,845-165-2%$2.3M$2.4M+$65.2K2026-10-21
Financial & Tax Architects, LLC
DECREASED9,62610,903-1,277-12%$2.6M$2.4M-$200.3K2026-10-15
Walker Asset Management, LLC
INCREASED9,6259,249+376+4%$2.2M$2.4M+$193.7K2026-10-13
Allegiance Financial Group Advisory Services LLC
INCREASED9,6167,678+1,938+25%$1.8M$2.4M+$565.9K2026-11-02
Hilltop National Bank
DECREASED9,6159,641-260%$2.3M$2.4M+$97.7K2026-10-14
Cumberland Advisors Inc
INCREASED9,5689,530+38+0%$2.3M$2.4M+$112.5K2026-10-30
Wisconsin Wealth Advisors, LLC
DECREASED9,5659,893-328-3%$2.4M$2.4M+$25.2K2026-10-08
Brown Wealth Management, LLC
INCREASED9,5558,557+998+12%$2.0M$2.4M+$341.2K2026-10-20
Saxony Capital Management, LLC
INCREASED9,5549,158+396+4%$2.2M$2.4M+$197.6K2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED9,5339,333+200+2%$2.2M$2.4M+$150.7K2026-11-02
J. Team Financial, Inc.
INCREASED9,5149,216+298+3%$2.2M$2.4M+$173.9K2026-11-03
Sunbeam Capital Management, LLC
DECREASED9,49911,207-1,708-15%$2.7M$2.4M-$304.4K2026-11-05
Camden National Bank
INCREASED9,4898,138+1,351+17%$1.9M$2.4M+$424.6K2026-11-02
Ridgewood Investments LLC
INCREASED9,4839,329+154+2%$2.2M$2.4M+$139.2K2026-10-05
Scheeler Financial LLC
NEW9,475—+9,475——$2.4M—2026-10-13
Barlow Wealth Partners, LLC
DECREASED9,4749,637-163-2%$2.3M$2.4M+$80.4K2026-10-15
IronOak Wealth Llc.
NEW9,447—+9,447——$2.4M—2026-11-06
Mascagni Wealth Management, Inc.
INCREASED9,4189,318+100+1%$2.2M$2.3M+$125.6K2026-10-23
Broadway Wealth Solutions, Inc.
INCREASED9,4169,058+358+4%$2.2M$2.3M+$187.1K2026-10-21
Wakefield Asset Management Lllp
INCREASED9,4109,134+276+3%$2.2M$2.3M+$167.5K2026-11-05
Kohmann Bosshard Financial Services, LLC
INCREASED9,3989,155+243+3%$2.2M$2.3M+$159.4K2026-11-04
John Boyer, Inc.
INCREASED9,3979,146+251+3%$2.2M$2.3M+$160.8K2026-10-27
Prentice Wealth Management LLC
INCREASED9,3948,925+469+5%$2.1M$2.3M+$213.3K2026-10-20
Mainsail Asset Management, LLC
DECREASED9,3539,628-275-3%$2.4M$2.4M+$16.8K2026-10-14
Weil Company, Inc.
INCREASED9,3449,211+133+1%$2.2M$2.3M+$132.6K2026-10-14
Warner Financial, Inc
INCREASED9,3339,329+4+0%$2.2M$2.3M+$101.8K2026-11-06
Palatine Hill Wealth Management, LLC
INCREASED9,3209,314+6+0%$2.2M$2.3M+$102.3K2026-11-03
Atlas Private Wealth Advisors
DECREASED9,3179,517-200-2%$2.3M$2.3M+$53.0K2026-10-23
DMC Group, LLC
DECREASED9,29910,331-1,032-10%$2.5M$2.3M-$145.4K2026-10-26
Atwood & Palmer Inc
DECREASED9,2929,387-95-1%$2.2M$2.3M+$77.8K2026-10-08
Vilga Financial Planning LLC
DECREASED9,2689,364-96-1%$2.2M$2.3M+$77.3K2026-10-09
Founders Grove Wealth Partners, LLC
INCREASED9,2599,242+17+0%$2.2M$2.3M+$104.1K2026-10-16
W Advisors, LLC
INCREASED9,2578,658+599+7%$2.1M$2.3M+$242.8K2026-11-02
Kellett Wealth Advisors, LLC
DECREASED9,2539,410-157-2%$2.2M$2.3M+$62.5K2026-10-15
Hollow Brook Wealth Management LLC
INCREASED9,2498,680+569+7%$2.1M$2.3M+$235.6K2026-10-29
Spectrum Wealth Advisory Group, LLC
INCREASED9,2419,051+190+2%$2.2M$2.3M+$145.2K2026-10-29
Autumn Glory Partners, LLC
DECREASED9,2379,466-229-2%$2.3M$2.3M+$45.3K2026-10-26
Lynx Capital Group LTD
UNCHANGED9,2369,23600%$2.2M$2.3M+$99.8K2026-11-04
O'Domhnaill Enterprises, Inc.
INCREASED9,2255,010+4,215+84%$1.2M$2.3M+$1.1M2026-10-29
Milestone Asset Management Group, LLC
INCREASED9,2179,200+17+0%$2.2M$2.3M+$103.6K2026-10-20
Brooklyn FI, LLC
INCREASED9,1942,333+6,861+294%$571.2K$2.4M+$1.9M2026-11-05
Johnson Financial Group, LLC
DECREASED9,17832,632-23,454-72%$7.8M$2.3M-$5.5M2026-11-03
Massachusetts Wealth Management
DECREASED9,1709,510-340-4%$2.3M$2.3M+$18.1K2026-10-21
Ardent Capital Management, Inc.
DECREASED9,1709,248-78-1%$2.2M$2.3M+$80.5K2026-10-16
Tenon Financial LLC
INCREASED9,1637,978+1,185+15%$1.9M$2.3M+$381.5K2026-10-14
Trueblood Wealth Management, LLC
INCREASED9,1628,917+245+3%$2.1M$2.3M+$157.4K2026-10-23
Balance Wealth Partners LLC
DECREASED9,1309,333-203-2%$2.2M$2.3M+$50.3K2026-10-27
South Shore Capital Advisors
DECREASED9,1189,338-220-2%$2.2M$2.3M+$46.1K2026-10-20
M. Kraus & Co
DECREASED9,0989,453-355-4%$2.3M$2.3M+$13.7K2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED9,0969,230-134-1%$2.2M$2.3M+$66.4K2026-11-02
Shuttleworth & Co
DECREASED9,0829,122-400%$2.2M$2.3M+$88.6K2026-10-30
Barden Capital Management, Inc.
DECREASED9,0729,091-190%$2.2M$2.3M+$93.5K2026-10-09
Mission Financial Group, LLC
INCREASED9,0618,531+530+6%$2.0M$2.3M+$224.4K2026-10-21
Armstrong, Fleming & Moore, Inc
UNCHANGED9,0419,04100%$2.2M$2.3M+$97.7K2026-10-28
Petros Family Wealth, LLC
INCREASED9,0268,448+578+7%$2.0M$2.2M+$235.3K2026-10-28
Riverwater Partners LLC
INCREASED8,9858,828+157+2%$2.1M$2.2M+$134.5K2026-11-03
Tiller Private Wealth, Inc.
INCREASED8,9798,901+78+1%$2.1M$2.2M+$115.7K2026-10-26
Carrera Capital Advisors
INCREASED8,9418,621+320+4%$2.1M$2.2M+$172.9K2026-11-03
Clarus Wealth Advisors
INCREASED8,9228,552+370+4%$2.1M$2.3M+$258.1K2026-10-13
Cadent Capital Advisors, LLC
DECREASED8,9138,914-10%$2.1M$2.2M+$96.1K2026-10-09
Peoples Bank
DECREASED8,8929,137-245-3%$2.2M$2.2M+$37.7K2026-10-26
Rinkey Investments
INCREASED8,8878,787+100+1%$2.1M$2.2M+$119.9K2026-10-28
Roof Eidam Maycock Peralta, LLC
INCREASED8,8788,508+370+4%$2.0M$2.2M+$184.2K2026-10-15
AXS Investments LLC
INCREASED8,8768,863+13+0%$2.1M$2.2M+$99.0K2026-11-04
LifeSteps Financial, Inc.
DECREASED8,86010,437-1,577-15%$2.5M$2.2M-$280.0K2026-10-15
Marble Harbor Investment Counsel, LLC
DECREASED8,8488,890-420%$2.1M$2.2M+$85.6K2026-11-06
Creekside Partners
UNCHANGED8,8268,82600%$2.1M$2.2M+$95.4K2026-11-04
Uhlmann Price Securities, LLC
INCREASED8,8238,137+686+8%$1.9M$2.2M+$258.9K2026-11-03
Renasant Bank
DECREASED8,8138,963-150-2%$2.1M$2.2M+$59.5K2026-11-05
Hutchens & Kramer Investment Management Group, LLC
INCREASED8,8018,437+364+4%$2.0M$2.2M+$181.9K2026-10-16
Endeavor Private Wealth, Inc.
DECREASED8,7898,889-100-1%$2.1M$2.2M+$71.2K2026-11-05
Capstone Wealth Management Group, Inc.
DECREASED8,7888,796-80%$2.1M$2.2M+$93.1K2026-10-19
Silverlake Wealth Management LLC
DECREASED8,78010,095-1,315-13%$2.4M$2.2M-$218.5K2026-10-21
Patriot Investment Management Group, Inc.
DECREASED8,7769,632-856-9%$2.3M$2.2M-$109.1K2026-10-15
Meridian Investment Counsel Inc.
INCREASED8,7445,796+2,948+51%$1.4M$2.2M+$797.1K2026-10-14
Kraft, Davis & Associates, LLC
INCREASED8,7358,651+84+1%$2.1M$2.3M+$208.4K2026-10-21
Richmond Investment Services, LLC
INCREASED8,7318,300+431+5%$2.0M$2.2M+$197.1K2026-10-29
American State Bank (Iowa)
INCREASED8,7238,290+433+5%$2.0M$2.2M+$197.5K2026-11-03
Syverson Strege & Co
INCREASED8,7238,426+297+4%$2.0M$2.2M+$165.1K2026-11-02
TPG Advisors LLC
DECREASED8,7209,025-305-3%$2.2M$2.2M+$21.6K2026-10-16
Landaas & Co
INCREASED8,7018,611+90+1%$2.1M$2.2M+$115.5K2026-10-29
Sulzberger Capital Advisors, Inc.
INCREASED8,6917,902+789+10%$1.9M$2.2M+$282.0K2026-10-20
Avory & Company, LLC
DECREASED8,6849,665-981-10%$2.3M$2.2M-$139.9K2026-10-21
Alliance Wealth Advisors, LLC
DECREASED8,6768,797-121-1%$2.1M$2.2M+$64.9K2026-10-14
Morling Financial Advisors, LLC
DECREASED8,6608,748-88-1%$2.1M$2.2M+$72.6K2026-10-28
Aventus Investment Advisors, Inc.
INCREASED8,6448,476+168+2%$2.0M$2.2M+$133.5K2026-10-09
Blue Capital, Inc.
DECREASED8,6178,713-96-1%$2.1M$2.1M+$70.2K2026-10-13
Triasima Portfolio Management inc.
DECREASED8,5498,608-59-1%$2.1M$2.1M+$78.4K2026-10-15
Market Street Wealth Management Advisors LLC
INCREASED8,5437,917+626+8%$1.9M$2.1M+$241.6K2026-10-09
MPS Loria Financial Planners, LLC
DECREASED8,5418,544-30%$2.0M$2.1M+$91.6K2026-10-14
Flavin Financial Services, Inc.
INCREASED8,5376,713+1,824+27%$1.6M$2.1M+$527.0K2026-10-21
Seek First Inc.
DECREASED8,5248,658-134-2%$2.1M$2.1M+$60.2K2026-10-27
Echo Wealth Management, LLC
INCREASED8,5238,141+382+5%$1.9M$2.1M+$183.2K2026-10-15
NavPoint Financial, Inc.
UNCHANGED8,5218,52100%$2.0M$2.1M+$92.1K2026-10-21
Flagship Wealth Advisors, LLC
DECREASED8,5178,871-354-4%$2.1M$2.1M+$7.7K2026-11-03
Summit Financial Strategies, Inc.
INCREASED8,5158,199+316+4%$2.0M$2.1M+$167.4K2026-10-14
Winebrenner Capital Management LLC
INCREASED8,5078,497+10+0%$2.0M$2.1M+$94.3K2026-10-07
Legacy Wealth Partners, LLC
INCREASED8,5058,052+453+6%$1.9M$2.1M+$199.9K2026-10-15
Connective Portfolio Management, LLC
NEW8,500—+8,500——$2.1M—2026-10-22
Enzi Wealth
INCREASED8,4437,634+809+11%$1.9M$2.2M+$293.9K2026-10-14
Penn Davis Mcfarland Inc
DECREASED8,4308,502-72-1%$2.0M$2.1M+$74.0K2026-10-23
Narus Financial Partners, LLC
DECREASED8,4298,607-178-2%$2.1M$2.1M+$48.7K2026-10-19
Tennessee Valley Asset Management Partners
DECREASED8,4248,739-315-4%$2.1M$2.1M+$16.0K2026-11-03
SC&H Financial Advisors, Inc.
INCREASED8,4216,297+2,124+34%$1.5M$2.1M+$597.3K2026-10-14
Bright Futures Wealth Management, Llc.
DECREASED8,3988,796-398-5%$2.1M$2.1M-$4.1K2026-10-23
CJM Wealth Advisers, Ltd.
INCREASED8,3988,298+100+1%$2.0M$2.1M+$114.6K2026-10-27
Provident Living Financial Services, Inc.
DECREASED8,3988,428-300%$2.0M$2.0M+$9.7K2026-11-03
Northland Securities, Inc.
DECREASED8,3758,585-210-2%$2.0M$2.1M+$40.5K2026-11-02
Quantum Financial Planning Services, Inc.
INCREASED8,3737,157+1,216+17%$1.7M$2.1M+$379.8K2026-10-14
Smith Shellnut Wilson LLC
DECREASED8,3708,525-155-2%$2.0M$2.1M+$53.5K2026-10-21
Burns Matteson Capital Management, LLC
DECREASED8,3609,457-1,097-12%$2.3M$2.1M-$171.1K2026-10-16
Applied Capital LLC
INCREASED8,3348,291+43+1%$2.0M$2.1M+$100.3K2026-10-07
Invenio Wealth Partners LLC
DECREASED8,3348,364-300%$2.0M$2.1M+$82.9K2026-10-20
KFA Private Wealth Group, LLC
DECREASED8,3148,564-250-3%$2.0M$2.1M+$30.5K2026-10-07
Magnolia Capital Management LTD
UNCHANGED8,3138,31300%$2.0M$2.1M+$90.0K2026-10-09
Granite FO LLC
UNCHANGED8,3098,30900%$2.0M$2.1M+$89.8K2026-10-14
Unified Investment Management
INCREASED8,2928,276+16+0%$2.0M$2.1M+$93.5K2026-10-14
Grand Central Investment Group
INCREASED8,2807,216+1,064+15%$1.7M$2.1M+$343.1K2026-11-02
Orin Green Financial, LLC
DECREASED8,2708,391-121-1%$2.0M$2.1M+$60.6K2026-10-19
Mosley Wealth Management
INCREASED8,2697,760+509+7%$1.8M$2.1M+$257.0K2026-10-16
Haven Capital Group, Inc.
INCREASED8,2697,927+342+4%$1.9M$2.1M+$170.9K2026-10-13
Dala Group, LLC
INCREASED8,2488,175+73+1%$1.9M$2.1M+$106.6K2026-10-29
Montis Financial, LLC
INCREASED8,2407,933+307+4%$1.9M$2.1M+$162.2K2026-11-04
Thoma Capital Management LLC
DECREASED8,2258,329-104-1%$2.0M$2.0M+$64.0K2026-10-19
Bond & Devick Financial Network, Inc.
INCREASED8,2198,185+34+0%$2.0M$2.0M+$97.0K2026-10-23
Instrumental Wealth, LLC
INCREASED8,2067,935+271+3%$1.9M$2.0M+$153.3K2026-10-20
TriaGen Wealth Management LLC
UNCHANGED8,2018,20100%$2.0M$2.0M+$88.7K2026-10-14
Foguth Wealth Management, Llc.
INCREASED8,1708,145+25+0%$2.0M$2.0M+$6.3K2026-10-19
Langley Wealth Management, LLC
INCREASED8,1618,150+11+0%$1.9M$2.0M+$90.8K2026-11-04
Evansbrook LLC
INCREASED8,1587,740+418+5%$1.8M$2.0M+$187.8K2026-10-16
Equita Financial Network, Inc.
DECREASED8,1469,131-985-11%$2.2M$2.0M-$146.7K2026-10-19
Smith Thornton Advisors LLC
INCREASED8,1278,093+34+0%$2.0M$2.0M+$23.4K2026-10-16
Northern Capital Management, Inc.
INCREASED8,1167,889+227+3%$1.9M$2.0M+$141.8K2026-11-05
M.E. Allison & Co., Inc.
UNCHANGED8,1168,11600%$1.9M$2.0M+$87.7K2026-10-09
SilverOak Wealth Management LLC
DECREASED8,0968,196-100-1%$2.0M$2.0M+$63.7K2026-10-29
KW Wealth Management LLC
NEW8,093—+8,093——$2.0M—2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED8,0808,272-192-2%$2.0M$2.0M+$54.9K2026-10-13
KFG Wealth Management, LLC
DECREASED8,0139,753-1,740-18%$2.3M$2.0M-$328.1K2026-10-16
LB Partners LLC
UNCHANGED8,0008,00000%$1.9M$2.0M+$86.5K2026-11-05
Kaufman Rossin Wealth, LLC
INCREASED7,9494,641+3,308+71%$1.1M$2.0M+$834.0K2026-10-19
Advus Financial Partners, LLC
INCREASED7,9487,488+460+6%$1.8M$2.0M+$195.6K2026-10-20
Nolet Wealth Management, LLC
INCREASED7,9197,188+731+10%$1.7M$2.0M+$259.8K2026-10-15
Portus Wealth Advisors, LLC
DECREASED7,9187,989-71-1%$1.9M$2.0M+$68.6K2026-10-13
Peoples Bank
DECREASED7,9117,928-170%$1.9M$2.0M+$81.5K2026-10-09
Ridgecrest Wealth Partners, LLC
DECREASED7,9067,989-83-1%$1.9M$2.0M+$65.7K2026-10-19
Augustine Asset Management Inc
INCREASED7,8985,817+2,081+36%$1.4M$2.0M+$581.4K2026-10-13
Kwmg, LLC
INCREASED7,8987,878+20+0%$1.9M$2.0M+$90.1K2026-10-07
Optima Capital LLC
DECREASED7,8838,904-1,021-11%$2.1M$2.0M-$158.1K2026-10-29
Hyposwiss Advisors SA
UNCHANGED7,8727,87200%$1.9M$2.0M+$85.1K2026-10-26
Conrad Siegel Investment Advisors, Inc.
DECREASED7,8557,867-120%$1.9M$2.0M+$82.1K2026-10-08
Smith Asset Management Co., LLC
INCREASED7,8477,097+750+11%$1.7M$2.0M+$263.7K2026-10-16
Lpwm LLC
INCREASED7,8427,809+33+0%$1.9M$2.0M+$92.6K2026-10-20
Baring Financial LLC
INCREASED7,8377,482+355+5%$1.8M$2.0M+$169.3K2026-10-07
Oakwell Private Wealth Management, LLC
INCREASED7,8107,327+483+7%$1.7M$1.9M+$199.5K2026-11-06
WMG Financial Advisors, LLC
UNCHANGED7,7927,79200%$1.9M$1.9M$02026-10-28
My Personal CFO, LLC
DECREASED7,7767,817-41-1%$1.9M$1.9M+$74.3K2026-10-14
Sard Wealth Management Group, LLC
DECREASED7,7607,917-157-2%$1.9M$1.9M+$46.5K2026-10-16
DWR Wealth Management, LLC
INCREASED7,7547,633+121+2%$1.8M$1.9M+$79.7K2026-10-13
Three Arch Wealth Management LLC
INCREASED7,7347,534+200+3%$1.8M$1.9M+$131.3K2026-10-20
Midland Wealth Advisors, LLC
INCREASED7,7267,499+227+3%$1.8M$1.9M+$137.6K2026-10-26
Investmark Advisory Group LLC
INCREASED7,7226,308+1,414+22%$1.5M$1.9M+$420.5K2026-10-27
Eagle Bay Advisors LLC
INCREASED7,7197,367+352+5%$1.8M$1.9M+$167.3K2026-10-16
Elevation Wealth Partners, LLC
DECREASED7,6927,937-245-3%$1.9M$1.9M+$24.8K2026-10-07
RHS Financial, LLC
INCREASED7,6776,342+1,335+21%$1.5M$1.9M+$401.2K2026-10-13
Financial Synergies Wealth Advisors, Inc.
INCREASED7,6645,673+1,991+35%$1.4M$1.9M+$557.4K2026-10-16
Washington Growth Strategies LLC
UNCHANGED7,6557,65500%$1.8M$1.9M+$82.8K2026-10-19
Carderock Capital Management Inc
NEW7,652—+7,652——$1.9M—2026-10-22
Nordwand Advisors, LLC
INCREASED7,6466,673+973+15%$1.6M$1.9M+$314.6K2026-11-05
Sidoxia Capital Management, LLC
INCREASED7,6427,514+128+2%$1.8M$1.9M+$113.1K2026-10-28
Forteris Wealth Management Inc.
DECREASED7,6388,081-443-5%$1.9M$1.9M-$23.0K2026-10-13
Exchange Bank
DECREASED7,6377,695-58-1%$1.8M$1.9M+$68.7K2026-10-07
Colton Groome Financial Advisors, LLC
INCREASED7,6306,597+1,033+16%$1.6M$1.9M+$328.5K2026-10-06
Eclectic Associates Inc
DECREASED7,6278,019-392-5%$1.9M$1.9M-$11.0K2026-10-09
Parkway Wealth Management Group, LLC
INCREASED7,6147,606+8+0%$1.8M$1.9M+$84.2K2026-10-20
QP Wealth Management, LLC
INCREASED7,6017,533+68+1%$1.8M$1.9M+$98.4K2026-10-20
Members Wealth LLC
INCREASED7,5967,362+234+3%$1.8M$2.0M+$219.6K2026-10-20
Objective Capital Management, LLC
DECREASED7,5927,732-140-2%$1.8M$1.9M+$48.7K2026-10-13
Pinnacle Wealth Management Group, Inc.
INCREASED7,5815,981+1,600+27%$1.4M$1.9M+$463.3K2026-10-15
DecisionMap Wealth Management, LLC
DECREASED7,5817,620-39-1%$1.8M$1.9M+$72.7K2026-10-29
Collective Family Office LLC
DECREASED7,5797,762-183-2%$1.8M$1.9M+$38.3K2026-10-05
Guardian Capital, LLC
DECREASED7,5748,673-1,099-13%$2.1M$1.9M-$180.1K2026-11-06
MKT Advisors LLC
DECREASED7,5747,974-400-5%$2.0M$1.9M-$37.2K2026-10-20
Intergy Private Wealth, LLC
INCREASED7,5625,712+1,850+32%$1.4M$1.9M+$522.7K2026-10-16
Piedmont Capital Management, LLC
INCREASED7,5527,402+150+2%$1.8M$1.9M+$117.4K2026-10-21
Epiq Partners, LLC
UNCHANGED7,5457,54500%$1.8M$1.9M+$81.6K2026-10-07
Great Waters Wealth Management
INCREASED7,5397,280+259+4%$1.7M$1.9M+$143.2K2026-10-07
Selective Wealth Management, Inc.
INCREASED7,4816,060+1,421+23%$1.5M$1.9M+$407.6K2026-10-16
Salvus Wealth Management, LLC
INCREASED7,4747,211+263+4%$1.7M$1.9M+$143.5K2026-10-13
TruNorth Capital Management, LLC
INCREASED7,4736,084+1,389+23%$1.5M$1.9M+$411.8K2026-10-14
Carter Financial Group, Inc.
DECREASED7,4667,729-263-3%$1.8M$1.9M+$18.0K2026-10-21
Stone House Investment Management, LLC
INCREASED7,4657,132+333+5%$1.7M$1.9M+$160.1K2026-10-23
Bank & Trust Co
INCREASED7,4587,370+88+1%$1.8M$1.9M+$101.6K2026-10-07
Tributary Capital Management, LLC
UNCHANGED7,4567,45600%$1.8M$1.9M+$80.6K2026-10-28
Trust Investment Advisors
INCREASED7,4446,519+925+14%$1.6M$1.9M+$300.9K2026-10-20
Acorn Financial Advisory Services Inc
INCREASED7,4377,193+244+3%$1.7M$1.9M+$138.7K2026-11-02
Crescent Sterling, Ltd.
DECREASED7,4377,464-270%$1.8M$1.9M+$74.0K2026-10-16
Avaii Wealth Management, LLC
DECREASED7,4337,468-350%$1.8M$1.9M+$89.6K2026-10-09
Searle & Co.
DECREASED7,40010,805-3,405-32%$2.6M$1.8M-$731.6K2026-11-04
Mach-1 Financial Group, LLC
INCREASED7,3957,009+386+6%$1.7M$1.8M+$171.9K2026-11-06
LifePlan Financial, LLC
INCREASED7,3957,327+68+1%$1.7M$1.9M+$132.5K2026-10-13
Atwater Malick LLC
INCREASED7,3947,307+87+1%$1.7M$1.8M+$100.7K2026-10-15
MBA Advisors LLC
INCREASED7,3887,253+135+2%$1.7M$1.8M+$112.0K2026-10-29
Wilkins Investment Counsel Inc
UNCHANGED7,3607,36000%$1.8M$1.8M+$79.6K2026-11-03
Tealwood Asset Management Inc
DECREASED7,3327,491-159-2%$1.8M$1.8M+$42.0K2026-10-13
Cornerstone National Bank & Trust Co
DECREASED7,3257,389-64-1%$1.8M$1.8M+$32.4K2026-10-20
Genesis Private Wealth, LLC
DECREASED7,3068,268-962-12%$2.0M$1.8M-$150.3K2026-11-02
Edmp, Inc.
DECREASED7,3047,384-80-1%$1.8M$1.8M+$59.9K2026-10-22
Eurizon SLJ Capital Ltd
DECREASED7,2847,633-349-5%$1.8M$1.8M-$4.4K2026-11-06
Waller Financial Planning Group, Inc
INCREASED7,2717,215+56+1%$1.7M$1.8M+$91.9K2026-10-07
Walser Wealth Management Company, A Ltd Liability Co
INCREASED7,2707,042+228+3%$1.7M$1.8M+$132.9K2026-10-15
David J Yvars Group
UNCHANGED7,2667,26600%$1.7M$1.8M+$78.1K2026-10-09
Sage Investment Counsel LLC
INCREASED7,2516,682+569+9%$1.6M$1.8M+$214.0K2026-10-26
Investors Research Corp
DECREASED7,2277,508-281-4%$1.8M$1.8M+$11.2K2026-10-07
Vista Investment Partners II, LLC
DECREASED7,2237,670-447-6%$1.8M$1.8M-$28.5K2026-10-15
S.A. Mason LLC
INCREASED7,2137,130+83+1%$1.7M$1.8M+$97.8K2026-10-13
Highland Financial Advisors, LLC
INCREASED7,2126,350+862+14%$1.5M$1.8M+$283.4K2026-10-19
Philip James Wealth Mangement, LLC
INCREASED7,2076,856+351+5%$1.6M$1.8M+$161.6K2026-10-27
BOS Asset Management, LLC
INCREASED7,2026,719+483+7%$1.6M$1.8M+$193.0K2026-10-09
Pacific Capital Wealth Advisors, Inc.
INCREASED7,1995,044+2,155+43%$1.2M$1.8M+$591.4K2026-10-22
First Financial Group Corp
INCREASED7,1997,195+4+0%$1.7M$1.8M+$78.8K2026-10-22
UMB Private Wealth Management, LLC
NEW7,186—+7,186——$1.8M—2026-10-19
25 LLC
DECREASED7,1787,460-282-4%$1.8M$1.8M+$10.5K2026-10-13
Align Financial, LLC
DECREASED7,1557,287-132-2%$1.7M$1.8M+$45.9K2026-10-16
Blue Jean Financial LLC
INCREASED7,1377,026+111+2%$1.7M$1.8M+$103.6K2026-10-20
Financial Council, LLC
UNCHANGED7,1287,12800%$1.7M$1.8M+$77.1K2026-11-02
Avail Investment Partners, LLC
INCREASED7,1175,981+1,136+19%$1.4M$1.8M+$347.7K2026-10-16
Wagner Wealth Management, LLC
DECREASED7,1097,487-378-5%$1.8M$1.8M-$13.2K2026-10-21
Patton Fund Management, Inc.
NEW7,107—+7,107——$1.8M—2026-10-13
MFG Investments, LLC
NEW7,094—+7,094——$1.8M—2026-10-30
Arcataur Capital Management LLC
UNCHANGED7,0797,07900%$1.7M$1.8M+$76.5K2026-10-21
FinArc Investments, Inc.
INCREASED7,0716,656+415+6%$1.6M$1.8M+$175.3K2026-10-14
Providence First Trust Co
DECREASED7,0668,694-1,628-19%$2.1M$1.8M-$311.5K2026-11-02
Littlejohn Financial Services, Inc.
DECREASED7,0477,051-40%$1.7M$1.8M+$75.1K2026-11-06
MeadowBrook Investment Advisors LLC
DECREASED7,0137,118-105-1%$1.7M$1.8M+$59.4K2026-10-29
Investment Insight Wealth Management, LLC
DECREASED7,0137,026-130%$1.7M$1.7M+$72.7K2026-10-30
Palisade Asset Management, LLC
UNCHANGED7,0067,00600%$1.7M$1.7M+$75.7K2026-11-03
PFW Advisors LLC
INCREASED6,9886,941+47+1%$1.7M$1.7M+$86.7K2026-10-07
Surience Private Wealth LLC
NEW6,987—+6,987——$1.7M—2026-10-16
jvl associates llc
INCREASED6,9606,494+466+7%$1.5M$1.7M+$186.3K2026-10-09
Werlinich Asset Management, LLC
UNCHANGED6,9456,94500%$1.7M$1.7M+$75.1K2026-10-09
Future Financial Wealth Managment LLC
DECREASED6,9327,206-274-4%$1.7M$1.7M+$43.4K2026-10-15
Northern Financial Advisors Inc
DECREASED6,9317,336-405-6%$1.7M$1.7M-$21.6K2026-10-29
Unify Financial Advisors
INCREASED6,9086,816+92+1%$1.6M$1.7M+$96.5K2026-11-03
Kelly Financial Group LLC
INCREASED6,9066,753+153+2%$1.6M$1.7M+$110.3K2026-10-16
Quantum Financial Partners LLC
INCREASED6,9016,806+95+1%$1.6M$1.7M+$97.2K2026-10-19
Monarch Capital Management Inc
INCREASED6,9006,216+684+11%$1.5M$1.7M+$237.6K2026-10-19
Frederick Financial Consultants, LLC
INCREASED6,8936,272+621+10%$1.5M$1.7M+$222.6K2026-10-29
Zinnia Wealth Advisory, LLC
INCREASED6,8746,655+219+3%$1.6M$1.7M+$126.5K2026-11-06
Robinswood Financial LLC
DECREASED6,8659,914-3,049-31%$2.4M$1.8M-$561.2K2026-10-20
Alterna Wealth Management, Inc
DECREASED6,8636,864-10%$1.6M$1.7M+$74.0K2026-10-27
Warburton Capital Management, LLC
INCREASED6,8546,463+391+6%$1.5M$1.7M+$178.2K2026-11-06
CWS Financial Advisors, LLC
INCREASED6,8546,835+19+0%$1.6M$1.7M+$78.6K2026-10-16
Beacon Financial Strategies Corp
INCREASED6,8376,770+67+1%$1.6M$1.7M+$89.9K2026-10-14
MinichMacGregor Wealth Management, LLC
DECREASED6,8356,957-122-2%$1.7M$1.7M+$44.6K2026-10-14
Natural Investments, LLC
INCREASED6,8315,844+987+17%$1.4M$1.7M+$310.0K2026-11-06
Human Investing LLC
INCREASED6,8305,035+1,795+36%$1.2M$1.7M+$501.7K2026-10-19
Hoertkorn Richard Charles
INCREASED6,8273,237+3,590+111%$771.5K$1.7M+$929.4K2026-11-04
Chiron Capital Management, LLC
DECREASED6,8197,098-279-4%$1.7M$1.7M+$7.2K2026-10-15
Worthington Financial Partners, LLC
UNCHANGED6,8166,81600%$1.6M$1.7M+$73.6K2026-10-13
Bluesphere Advisors LLC
DECREASED6,8038,312-1,509-18%$2.0M$1.7M-$286.1K2026-10-19
Collaborative Capital Advisors LLC
UNCHANGED6,8026,80200%$1.6M$1.7M+$73.5K2026-11-06
Freedom Financial Partners LLC
DECREASED6,7986,799-10%$1.6M$1.7M+$73.2K2026-10-19
BlueChip Wealth Advisors LLC
INCREASED6,7974,271+2,526+59%$1.0M$1.7M+$675.5K2026-11-03
G&S Capital LLC
DECREASED6,7866,890-104-2%$1.6M$1.7M+$48.6K2026-10-23
Saxon Interests, Inc.
DECREASED6,78334,116-27,333-80%$8.1M$1.7M-$6.4M2026-10-26
FDx Advisors, Inc.
DECREASED6,7719,040-2,269-25%$2.2M$1.7M-$468.0K2026-11-05
Cassia Capital Partners, LLC
INCREASED6,7646,662+102+2%$1.6M$1.7M+$97.3K2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED6,7496,766-170%$1.6M$1.7M+$68.9K2026-10-15
BankPlus Wealth Management LLC
INCREASED6,7356,619+116+2%$1.6M$1.7M+$100.2K2026-10-13
Bdfs Capital LLC
DECREASED6,7306,872-142-2%$1.6M$1.7M+$39.1K2026-10-14
Tortoise Investment Management, LLC
INCREASED6,7256,243+482+8%$1.5M$1.7M+$187.6K2026-11-06
Bright Financial Advisors, Inc.
DECREASED6,7216,730-90%$1.6M$1.7M+$70.3K2026-10-23
Hapanowicz & Associates Financial Services, Inc
UNCHANGED6,7216,72100%$1.6M$1.7M+$72.7K2026-10-29
Smallwood Wealth Investment Management, LLC
INCREASED6,7174,188+2,529+60%$998.2K$1.7M+$675.4K2026-10-30
Holos Integrated Wealth LLC
INCREASED6,7126,352+360+6%$1.6M$1.8M+$199.1K2026-10-23
Durante & Waters, LLC
DECREASED6,7076,773-66-1%$1.6M$1.7M+$56.8K2026-10-28
Silverleafe Capital Partners, LLC
INCREASED6,7065,000+1,706+34%$1.2M$1.7M+$479.1K2026-10-02
IMZ Advisory Inc
DECREASED6,7026,897-195-3%$1.6M$1.7M+$26.1K2026-11-03
Echo45 Advisors LLC
INCREASED6,6964,895+1,801+37%$1.2M$1.7M+$501.4K2026-10-07
RBA Wealth Management, LLC
INCREASED6,6791,475+5,204+353%$351.6K$1.7M+$1.3M2026-10-28
Samalin Investment Counsel, LLC
INCREASED6,6796,668+11+0%$1.6M$1.7M+$74.8K2026-10-23
Valtinson Bruner Financial Planning LLC
DECREASED6,6616,741-80-1%$1.6M$1.7M+$52.9K2026-11-02
Heritage Wealth Management, Inc.
INCREASED6,6576,542+115+2%$1.6M$1.7M+$99.4K2026-10-27
High Point Wealth Management, LLC
INCREASED6,6546,164+490+8%$1.5M$1.7M+$188.7K2026-11-05
Veery Capital, LLC
INCREASED6,6296,594+35+1%$1.6M$1.7M+$80.0K2026-10-07
apricus wealth, LLC
INCREASED6,6173,667+2,950+80%$874.0K$1.6M+$774.6K2026-10-26
Investment Management Corp
INCREASED6,6146,502+112+2%$1.5M$1.6M+$98.2K2026-11-03
RED Lighthouse Investment Management, LLC
INCREASED6,6026,575+27+0%$1.6M$1.6M+$77.8K2026-11-02
Cherokee Insurance Co
INCREASED6,6004,600+2,000+43%$1.1M$1.6M+$548.0K2026-11-05
Womack Financial LLC
DECREASED6,5906,615-250%$1.6M$1.6M+$65.3K2026-10-14
BXM Wealth LLC
INCREASED6,5896,504+85+1%$1.6M$1.6M+$91.5K2026-11-03
Van Cleef Asset Management,Inc
DECREASED6,5866,606-200%$1.6M$1.6M+$66.4K2026-10-20
Apeiron RIA LLC
DECREASED6,5717,291-720-10%$1.7M$1.6M-$106.6K2026-10-08
North Capital, Inc.
DECREASED6,5647,271-707-10%$1.7M$1.7M-$35.7K2026-10-16
CDM Financial Counseling Services, Inc.
INCREASED6,5596,359+200+3%$1.5M$1.6M+$118.6K2026-10-15
Hickory Point Bank & Trust
DECREASED6,5576,725-168-2%$1.6M$1.6M+$30.8K2026-10-01
Crew Capital Management, Ltd
INCREASED6,5425,817+725+12%$1.4M$1.6M+$243.5K2026-10-28
Capstone Wealth Management, LLC
INCREASED6,5255,741+784+14%$1.4M$1.6M+$257.5K2026-11-02
Cypress Financial Planning LLC
DECREASED6,4846,737-253-4%$1.6M$1.6M+$9.8K2026-10-09
Able Wealth Management LLC
INCREASED6,4746,092+382+6%$1.5M$1.6M+$175.6K2026-10-13
BKM Wealth Management, LLC
DECREASED6,4727,234-762-11%$1.7M$1.6M-$111.7K2026-10-22
Cambridge Financial Group, LLC
UNCHANGED6,4636,46300%$1.5M$1.5M$02026-10-06
Vista Investment Partners LLC
DECREASED6,4566,608-152-2%$1.6M$1.6M+$33.6K2026-10-08
Mountain Capital Investment Advisors Inc.
DECREASED6,4456,595-150-2%$1.6M$1.6M+$33.9K2026-11-06
Firestone Capital Management
INCREASED6,4456,391+54+1%$1.5M$1.6M+$82.5K2026-11-03
Wiser Wealth Management, Inc
INCREASED6,4315,986+445+7%$1.4M$1.6M+$175.6K2026-10-14
Austin Asset Management Co Inc
DECREASED6,42810,691-4,263-40%$2.5M$1.6M-$946.6K2026-10-29
AG Asset Advisory, LLC
UNCHANGED6,4116,41100%$1.5M$1.6M+$69.3K2026-11-06
TrustBank
INCREASED6,4015,091+1,310+26%$1.2M$1.6M+$381.4K2026-10-20
Merkkuri Wealth Advisors LLC
DECREASED6,3956,403-80%$1.5M$1.6M+$67.2K2026-11-03
SFG Wealth Management, Llc.
INCREASED6,3886,205+183+3%$1.5M$1.6M+$112.7K2026-10-23
Arch Global Advisors, LLC
INCREASED6,3886,373+15+0%$1.5M$1.6M+$72.6K2026-10-23
Matthew Goff Investment Advisor, LLC
INCREASED6,3786,362+16+0%$1.5M$1.6M+$72.8K2026-10-13
Quest 10 Wealth Builders, Inc.
INCREASED6,3714,710+1,661+35%$1.1M$1.6M+$427.9K2026-11-02
Factor Wealth Management LTD
DECREASED6,3408,701-2,361-27%$2.1M$1.6M-$494.2K2026-10-08
Foundry Financial LLC
INCREASED6,3395,782+557+10%$1.4M$1.6M+$201.3K2026-10-16
Compass Wealth Management LLC
DECREASED6,3386,653-315-5%$1.6M$1.6M-$6.6K2026-10-22
Lake Hills Wealth Management, LLC
DECREASED6,3266,425-99-2%$1.5M$1.6M+$44.8K2026-10-07
BankChampaign, National Association
DECREASED6,3176,436-119-2%$1.5M$1.6M+$39.9K2026-10-19
Donor Advised Charitable Giving, Inc.
UNCHANGED6,3036,30300%$1.5M$1.6M+$68.1K2026-10-28
Vista Finance, LLC
INCREASED6,2606,003+257+4%$1.4M$1.6M+$128.9K2026-10-23
Cravens & Co Advisors, LLC
INCREASED6,2565,892+364+6%$1.4M$1.6M+$154.4K2026-10-16
KRS Capital Management, LLC
DECREASED6,2566,329-73-1%$1.5M$1.6M+$50.2K2026-10-16
Courage Miller Partners, LLC
UNCHANGED6,2516,25100%$1.5M$1.6M+$67.6K2026-10-21
Dale Q Rice Investment Management Ltd
DECREASED6,2466,310-64-1%$1.5M$1.6M+$52.4K2026-10-09
Burkett Financial Services, LLC
INCREASED6,2445,000+1,244+25%$1.2M$1.6M+$364.0K2026-10-01
Hill Island Financial LLC
DECREASED6,2446,265-210%$1.5M$1.6M+$62.6K2026-10-20
Serenity Investment Advisors
DECREASED6,2436,898-655-9%$1.8M$1.6M-$238.8K2026-10-30
Gibraltar Capital Management, Inc.
INCREASED6,2345,151+1,083+21%$1.2M$1.6M+$325.5K2026-10-27
Cyr Financial Inc.
INCREASED6,2325,934+298+5%$1.4M$1.6M+$138.4K2026-10-16
Boyce & Associates Wealth Consulting, Inc.
INCREASED6,2304,427+1,803+41%$1.1M$1.6M+$497.1K2026-10-14
Sanchez Gaunt Capital Management, LLC
INCREASED6,2115,672+539+10%$1.4M$1.5M+$195.6K2026-11-03
Value Investment Professionals, LLC
UNCHANGED6,2106,21000%$1.5M$1.5M+$67.1K2026-10-13
Lawood & Co
UNCHANGED6,1936,19300%$1.5M$1.5M+$66.9K2026-10-09
Keeler & Nadler Financial Planning & Wealth Management
DECREASED6,1926,212-200%$1.5M$1.5M+$62.2K2026-10-28
Merrion Investment Management Co, LLC
UNCHANGED6,1906,19000%$1.5M$1.5M+$66.9K2026-10-16
Hartmann Taylor Wealth Management, LLC
INCREASED6,1875,318+869+16%$1.1M$1.5M+$433.9K2026-10-14
Legacy Financial Group, Inc.
INCREASED6,1636,066+97+2%$1.4M$1.5M+$89.7K2026-10-21
OFS Enterprise LLC
INCREASED6,1576,120+37+1%$1.5M$1.5M+$75.4K2026-10-16
Altiora Financial Group, LLC
UNCHANGED6,1546,15400%$1.5M$1.5M+$66.5K2026-11-04
Colorado Capital Management, Inc.
INCREASED6,1535,914+239+4%$1.4M$1.5M+$123.0K2026-10-15
Aspen Wealth Management LLC
INCREASED6,1514,911+1,240+25%$1.2M$1.5M+$362.0K2026-10-14
Guilbault Capital LLC
DECREASED6,1507,322-1,172-16%$1.7M$1.5M-$212.9K2026-10-28
Heritage OAK Wealth Advisors LLC
INCREASED6,1506,070+80+1%$1.4M$1.5M+$85.7K2026-10-14
Vestia Personal Wealth Advisors
INCREASED6,1465,223+923+18%$1.2M$1.5M+$286.4K2026-10-20
Innova Wealth Partners
INCREASED6,1386,112+26+0%$1.5M$1.5M+$72.5K2026-10-21
Savoir Faire Capital Management, L.P.
DECREASED6,13514,276-8,141-57%$3.4M$1.5M-$1.9M2026-11-03
Kachkovsky & Fisher, Inc.
INCREASED6,1345,917+217+4%$1.4M$1.5M+$118.0K2026-10-21
Coston, McIsaac & Partners
INCREASED6,1275,972+155+3%$1.4M$1.5M+$105.8K2026-11-06
Essential Partners LLC
INCREASED6,1165,437+679+12%$1.3M$1.5M+$227.9K2026-10-14
Columbia Advisory Partners LLC
INCREASED6,1135,979+134+2%$1.4M$1.5M+$98.0K2026-10-15
Mayfair Advisory Group, LLC
INCREASED6,0856,068+17+0%$1.4M$1.5M+$107.6K2026-10-20
Eagle Harbor Asset Management Inc
INCREASED6,0735,949+124+2%$1.4M$1.5M+$95.2K2026-10-21
Isthmus Partners, LLC
INCREASED6,0676,026+41+1%$1.4M$1.5M+$75.4K2026-10-21
Global Trust Wealth Management LLC
DECREASED6,0616,114-53-1%$1.5M$1.5M+$52.9K2026-10-14
Opus Financial Solutions LLC
DECREASED6,0417,551-1,510-20%$1.8M$1.5M-$294.6K2026-11-06
Fortress Financial Group, LLC
DECREASED6,0336,061-280%$1.4M$1.5M+$58.6K2026-10-21
Willow Creek Capital Management, Inc.
UNCHANGED6,0206,02000%$1.4M$1.4M$02026-10-16
Tannin Capital LLC
DECREASED6,0166,771-755-11%$1.6M$1.5M-$114.9K2026-11-05
Montchanin Asset Management, LLC
INCREASED6,0115,680+331+6%$1.4M$1.5M+$144.0K2026-11-02
Wealthstar Advisors, LLC
INCREASED6,0026,000+2+0%$1.4M$1.5M+$65.4K2026-10-19
Alkeme Wealth, LLC
INCREASED5,9935,896+97+2%$1.4M$1.5M+$87.9K2026-10-08
Integrated Capital Management, LLC
INCREASED5,9845,815+169+3%$1.4M$1.5M+$105.0K2026-10-23
Lionshead Wealth Management, LLC
INCREASED5,9825,951+31+1%$1.4M$1.5M+$72.1K2026-10-21
365 WMG Private Fund I: Primus Fund LLC
NEW5,972—+5,972——$1.5M—2026-10-20
Axecap Investments, LLC
DECREASED5,9726,161-189-3%$1.5M$1.5M+$19.5K2026-10-20
Davidson Capital Management Inc.
INCREASED5,9665,835+131+2%$1.4M$1.5M+$95.7K2026-10-15
A4 Wealth Advisors LLC
DECREASED5,9496,431-482-7%$1.5M$1.5M-$50.6K2026-10-20
TCP Asset Management, LLC
DECREASED5,9426,944-1,002-14%$1.7M$1.5M-$160.5K2026-10-14
Box Hill Private Wealth LLC
INCREASED5,9335,836+97+2%$1.4M$1.5M+$87.3K2026-10-05
Powers Advisory Group, LLC
DECREASED5,9316,038-107-2%$1.4M$1.5M+$38.6K2026-10-14
Bannerman Wealth Management Group, LLC
INCREASED5,9265,838+88+2%$1.4M$1.5M+$85.1K2026-10-09
Bell Investment Advisors, Inc
INCREASED5,9235,735+188+3%$1.4M$1.5M+$108.8K2026-10-29
Global Strategic Investment Solutions, LLC
INCREASED5,9185,718+200+4%$1.4M$1.5M+$111.6K2026-10-16
Sentinel Trust Co LBA
INCREASED5,9165,136+780+15%$1.2M$1.5M+$250.0K2026-11-03
Entrewealth, LLC
INCREASED5,9035,245+658+13%$1.4M$1.5M+$42.7K2026-10-14
Key Capital Management, Inc
INCREASED5,8943,638+2,256+62%$867.1K$1.5M+$612.1K2026-11-03
Kennon-Green & Company, LLC
DECREASED5,8866,053-167-3%$1.4M$1.5M+$23.8K2026-10-05
Element Pointe Advisors, LLC
INCREASED5,8785,809+69+1%$1.4M$1.5M+$80.0K2026-10-21
TKG Advisors, LLC
DECREASED5,8645,924-60-1%$1.4M$1.5M+$49.1K2026-11-02
Vaughan David Investments LLC
INCREASED5,8555,631+224+4%$1.3M$1.5M+$117.0K2026-11-05
WealthSpring Partners, LLC
DECREASED5,8498,126-2,277-28%$1.9M$1.5M-$479.5K2026-10-14
Ballew Advisors, Inc
DECREASED5,8475,872-250%$1.4M$1.5M+$45.6K2026-10-05
Chatham Capital Group, Inc.
DECREASED5,8445,885-41-1%$1.4M$1.5M+$53.4K2026-10-16
Alhambra Investment Management LLC
INCREASED5,8435,798+45+1%$1.4M$1.5M+$73.9K2026-10-15
Cogent Private Wealth, Inc.
INCREASED5,8245,685+139+2%$1.4M$1.5M+$96.1K2026-11-06
Leslie Global Wealth, LLC
INCREASED5,8234,730+1,093+23%$1.1M$1.5M+$323.5K2026-10-26
Sentinel Pension Advisors, LLC
INCREASED5,7843,442+2,342+68%$850.9K$1.4M+$590.1K2026-11-02
Heritage Investment Group, Inc.
INCREASED5,7835,611+172+3%$1.3M$1.4M+$103.5K2026-11-03
Lord & Richards Wealth Management, LLC
INCREASED5,7815,568+213+4%$1.3M$1.4M+$113.3K2026-10-14
Kondo Wealth Advisors, Inc.
INCREASED5,7685,727+41+1%$1.4M$1.4M+$72.2K2026-10-19
Ballast Rock Private Wealth LLC
DECREASED5,7656,608-843-13%$1.6M$1.4M-$138.6K2026-10-26
4Wealth Advisors, Inc.
DECREASED5,7617,763-2,002-26%$1.9M$1.4M-$443.1K2026-10-13
Bayshore Asset Management, LLC
DECREASED5,7475,878-131-2%$1.4M$1.5M+$90.6K2026-11-03
MFA Wealth Services
INCREASED5,7465,642+104+2%$1.3M$1.4M+$86.9K2026-10-14
KG Capital Management
INCREASED5,7225,468+254+5%$1.3M$1.4M+$122.4K2026-10-15
Portfolio Strategies, Inc.
DECREASED5,7165,812-96-2%$1.4M$1.4M+$38.9K2026-11-06
Advisory Advocates, LLC
DECREASED5,7076,088-381-6%$1.5M$1.4M-$29.1K2026-11-05
Tableaux LLC
INCREASED5,6764,755+921+19%$1.1M$1.4M+$280.9K2026-10-23
Old Peak Finance LLC
INCREASED5,6734,587+1,086+24%$1.1M$1.4M+$320.2K2026-11-02
Avant Financial Advisors LLC
INCREASED5,6735,593+80+1%$1.3M$1.4M+$80.4K2026-11-02
Clear Trail Advisors, LLC
DECREASED5,6716,135-464-8%$1.5M$1.4M-$49.3K2026-10-20
ProCore Advisors, LLC
INCREASED5,6615,606+55+1%$1.3M$1.4M+$74.3K2026-10-14
Michels Family Financial, LLC
DECREASED5,6595,843-184-3%$1.4M$1.4M+$17.1K2026-11-02
Westhampton Capital, LLC
DECREASED5,6555,715-60-1%$1.4M$1.4M+$46.8K2026-10-30
Sterling Group Wealth Management, LLC
DECREASED5,6547,569-1,915-25%$1.8M$1.4M-$395.4K2026-11-03
Wealthcare Capital Partners, LLC
DECREASED5,6285,695-67-1%$1.4M$1.4M+$44.9K2026-10-21
Windsor Capital Management, LLC
DECREASED5,6225,748-126-2%$1.4M$1.4M+$30.7K2026-10-13
One Plus One Wealth Management, LLC
UNCHANGED5,6225,62200%$1.3M$1.4M+$60.8K2026-10-16
Elevated Financial Group LLC
DECREASED5,6156,204-589-9%$1.5M$1.4M-$79.7K2026-10-16
First Pacific Financial
DECREASED5,6085,724-116-2%$1.4M$1.4M+$33.0K2026-10-14
GEM Asset Management, LLC
DECREASED5,5988,111-2,513-31%$1.9M$1.4M-$538.4K2026-10-13
Lavelle Capital LP
DECREASED5,5856,531-946-14%$1.6M$1.4M-$165.1K2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
INCREASED5,5745,409+165+3%$1.3M$1.4M+$99.6K2026-10-21
Crane Advisory, LLC
UNCHANGED5,5725,57200%$1.4M$1.4M+$8.4K2026-10-13
Elite Life Management LLC
INCREASED5,5655,423+142+3%$1.5M$1.4M-$30.5K2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED5,5605,558+2+0%$1.3M$1.4M+$60.6K2026-10-09
Financial Planning Navigators Corp
INCREASED5,5445,230+314+6%$1.2M$1.4M+$134.8K2026-10-14
WealthCare Investment Partners, LLC
INCREASED5,5435,446+97+2%$1.3M$1.4M+$83.0K2026-11-05
Ares Financial Consulting, LLC
INCREASED5,5425,281+261+5%$1.3M$1.4M+$122.1K2026-10-19
Partners in Financial Planning
DECREASED5,5075,675-168-3%$1.4M$1.4M+$19.5K2026-11-06
Strata Wealth Advisors, LLC
INCREASED5,4894,280+1,209+28%$1.0M$1.4M+$347.5K2026-10-16
Carroll Advisory Group, LLC
DECREASED5,4845,887-403-7%$1.4M$1.4M-$36.8K2026-10-16
Artesa Financial Group, LLC
DECREASED5,4665,476-100%$1.3M$1.4M+$56.7K2026-10-29
Blackston Financial Advisory Group, LLC
INCREASED5,4604,269+1,191+28%$1.0M$1.4M+$342.9K2026-11-04
Total Investment Management Inc
DECREASED5,4585,576-118-2%$1.5M$1.4M-$154.5K2026-10-22
Grant Street Asset Management, Inc.
UNCHANGED5,4315,43100%$1.3M$1.4M+$58.7K2026-10-26
Retirement Solution LLC
DECREASED5,4295,730-301-5%$1.4M$1.4M-$13.0K2026-10-27
Presilium Private Wealth, LLC
INCREASED5,4264,722+704+15%$1.1M$1.4M+$226.5K2026-10-26
ACT Advisors, Llc.
INCREASED5,4194,864+555+11%$1.2M$1.4M+$190.9K2026-10-15
Independence Wealth Advisors, LLC
INCREASED5,4005,334+66+1%$1.3M$1.3M+$74.1K2026-10-29
TSA Wealth Managment LLC
INCREASED5,3904,769+621+13%$1.1M$1.3M+$206.3K2026-10-22
CPA Asset Management Group, LLC
INCREASED5,3885,327+61+1%$1.3M$1.3M+$72.8K2026-10-26
Pembroke Management, LTD
INCREASED5,3644,815+549+11%$1.1M$1.3M+$188.8K2026-10-21
ERn Financial, LLC
INCREASED5,3614,939+422+9%$1.2M$1.3M+$158.5K2026-10-28
Avid Wealth Partners LLC
INCREASED5,3565,170+186+4%$1.2M$1.3M+$102.2K2026-11-03
Rainey & Randall Wealth Advisors Inc.
DECREASED5,3555,747-392-7%$1.4M$1.3M-$35.5K2026-10-26
Cynosure Group, LLC
UNCHANGED5,3495,34900%$1.3M$1.3M+$57.8K2026-11-03
Legacy Financial Independent Advisors LLC
INCREASED5,3465,308+38+1%$1.3M$1.3M+$66.8K2026-11-02
Thompson Davis & Co., Inc.
INCREASED5,3315,231+100+2%$1.2M$1.3M+$81.5K2026-11-05
Towercrest Capital Management
INCREASED5,3304,893+437+9%$1.2M$1.3M+$161.8K2026-10-23
Pacific Excel Wealth Advisors, Inc.
DECREASED5,32514,490-9,165-63%$3.5M$1.3M-$2.1M2026-10-27
Gould Asset Management LLC
DECREASED5,3215,357-36-1%$1.3M$1.3M+$48.9K2026-11-06
Guidance Capital, Inc
DECREASED5,3116,376-1,065-17%$1.6M$1.3M-$288.8K2026-11-03
Fortress Financial Solutions, LLC
NEW5,310—+5,310——$1.3M—2026-10-14
Pettinga Financial Advisors LLC
DECREASED5,2885,794-506-9%$1.4M$1.3M-$63.4K2026-10-13
Defined Wealth Management, LLC
INCREASED5,2725,116+156+3%$1.2M$1.3M+$94.2K2026-10-19
Rosenberg Matthew Hamilton
INCREASED5,2645,164+100+2%$1.2M$1.3M+$80.7K2026-10-05
Livet Wealth, LLC
INCREASED5,2623,881+1,381+36%$925.0K$1.3M+$386.0K2026-10-27
Hoge Financial Services, LLC
INCREASED5,2564,962+294+6%$1.2M$1.3M+$126.9K2026-11-05
Optivise Advisory Services LLC
DECREASED5,2535,405-152-3%$1.3M$1.3M+$20.5K2026-10-19
Meridian Financial Advisors, LLC
INCREASED5,2524,631+621+13%$1.1M$1.3M+$204.8K2026-10-14
Persium Advisors, LLC
INCREASED5,2335,018+215+4%$1.2M$1.3M+$107.8K2026-10-07
Code Waechter LLC
INCREASED5,2124,674+538+12%$1.1M$1.3M+$184.5K2026-10-23
Founders Capital Management
INCREASED5,2125,077+135+3%$1.2M$1.3M+$88.5K2026-10-13
Mascoma Wealth Management LLC
DECREASED5,2065,521-315-6%$1.3M$1.3M-$18.8K2026-10-23
Ping Capital Management, Inc.
INCREASED5,2005,000+200+4%$1.2M$1.3M+$103.9K2026-10-13
USAdvisors Wealth Management, LLC
DECREASED5,2005,210-100%$1.2M$1.3M+$54.0K2026-10-21
Robinson Smith Wealth Advisors LLC
DECREASED5,1736,159-986-16%$1.5M$1.3M-$179.1K2026-10-22
Elevated Capital Advisors, LLC
DECREASED5,16512,384-7,219-58%$3.0M$1.3M-$1.7M2026-11-04
Alliance Wealth Management Group
INCREASED5,1624,725+437+9%$1.1M$1.3M+$160.0K2026-10-29
Investors Asset Management of Georgia Inc
DECREASED5,1615,469-308-6%$1.3M$1.3M-$17.6K2026-10-20
ForthRight Wealth Management, LLC
DECREASED5,1565,227-71-1%$1.2M$1.3M+$38.8K2026-11-06
Park Capital Management, LLC / WI
INCREASED5,1524,471+681+15%$1.1M$1.3M+$218.1K2026-10-13
Hara Capital LLC
UNCHANGED5,1505,15000%$1.2M$1.3M+$55.7K2026-10-30
RMR Capital Management, LLC
UNCHANGED5,1295,12900%$1.2M$1.3M+$55.4K2026-10-23
Blossom Wealth Management
INCREASED5,1115,007+104+2%$1.2M$1.3M+$80.0K2026-11-03
Integris Wealth Management, LLC
DECREASED5,0985,213-115-2%$1.2M$1.3M+$27.7K2026-10-14
Schuylkill Financial LLC
DECREASED5,0776,695-1,618-24%$1.6M$1.3M-$330.8K2026-10-21
Equity Wealth Partners, LLC
INCREASED5,0755,032+43+1%$1.2M$1.3M+$65.1K2026-10-26
Sherman Asset Management, Inc.
UNCHANGED5,0735,07300%$1.2M$1.3M+$54.8K2026-11-05
Burk Holdings LLC
DECREASED5,0725,398-326-6%$1.3M$1.3M-$22.9K2026-11-05
MFA Wealth Advisors, LLC
DECREASED5,0625,102-40-1%$1.2M$1.3M+$45.2K2026-10-07
Capital Squared Financial LLC
DECREASED5,0615,254-193-4%$1.3M$1.3M+$8.7K2026-10-30
October Effect Ltd
DECREASED5,0535,853-800-14%$1.4M$1.3M-$136.0K2026-10-20
Gaddis Premier Wealth Advisors LLC
INCREASED5,0494,968+81+2%$1.2M$1.3M+$73.9K2026-10-29
Luken Investment Analytics, LLC
UNCHANGED5,0495,04900%$1.2M$1.3M+$54.6K2026-11-06
Sacks & Associates, LLC
UNCHANGED5,0465,04600%$1.4M$1.3M-$113.2K2026-10-09
Transcendent Capital Group LLC
INCREASED5,0414,901+140+3%$1.2M$1.3M+$87.9K2026-10-28
Halbert Hargrove Global Advisors, LLC
INCREASED5,0384,875+163+3%$1.2M$1.3M+$93.2K2026-10-16
Aerodigm Wealth, LLC
DECREASED5,0315,122-91-2%$1.2M$1.3M+$32.6K2026-10-16
Mid-American Wealth Advisory Group, Inc.
INCREASED5,0214,245+776+18%$1.0M$1.3M+$239.2K2026-10-21
Southern Capital Advisors, LLC
INCREASED5,0174,971+46+1%$1.2M$1.2M+$65.2K2026-10-26
Carson Advisory Inc.
DECREASED5,0155,082-67-1%$1.2M$1.2M+$38.2K2026-11-06
Biltmore Wealth Management, LLC
DECREASED5,0145,017-30%$1.2M$1.2M+$53.5K2026-10-09
Financial Guidance Group, Inc.
INCREASED5,0064,908+98+2%$1.2M$1.2M+$77.5K2026-10-21
Gruss & Co., LLC
DECREASED5,0007,000-2,000-29%$1.7M$1.2M-$422.6K2026-11-02
Eurizon Asset Management Hungary Ltd.
UNCHANGED5,0005,00000%$1.2M$1.2M+$54.1K2026-11-06
Helium Advisors LLC
DECREASED4,9925,688-696-12%$1.4M$1.2M-$111.9K2026-10-23
Meredith Wealth Planning
DECREASED4,9895,274-285-5%$1.3M$1.2M-$14.0K2026-10-14
Adkins Seale Capital Management LLC
INCREASED4,9794,969+10+0%$1.2M$1.2M+$56.2K2026-10-27
AAF Wealth Management, LLC
INCREASED4,9714,761+210+4%$1.1M$1.2M+$103.8K2026-10-28
Wealth Management Nebraska
INCREASED4,9614,639+322+7%$1.1M$1.2M+$130.4K2026-10-26
Del-Sette Capital Management, LLC
DECREASED4,9525,007-55-1%$1.2M$1.2M+$40.4K2026-10-23
Barnes Dennig Private Wealth Management LLC
INCREASED4,9484,766+182+4%$1.1M$1.2M+$96.9K2026-10-30
Finward Bancorp
DECREASED4,9445,213-269-5%$1.2M$1.2M-$10.7K2026-10-14
Ferguson Shapiro LLC
UNCHANGED4,9304,93000%$1.2M$1.2M+$53.3K2026-10-16
Redw Wealth LLC
DECREASED4,9295,549-620-11%$1.3M$1.2M-$94.5K2026-11-02
Councilmark Asset Management, LLC
UNCHANGED4,9114,91100%$1.2M$1.2M+$53.1K2026-10-20
Randall & Associates Wealth Management
INCREASED4,9084,601+307+7%$1.1M$1.2M+$126.2K2026-10-20
Prentiss Smith & Co Inc
DECREASED4,9064,986-80-2%$1.2M$1.2M+$34.0K2026-10-27
Gerber, LLC
INCREASED4,9052,927+1,978+68%$697.7K$1.2M+$524.5K2026-10-21
J.M. Arbour, LLC
DECREASED4,8855,711-826-14%$1.4M$1.2M-$144.1K2026-11-05
tru Independence LLC
INCREASED4,8764,514+362+8%$1.1M$1.2M+$139.0K2026-10-20
Bestgate Wealth Advisors, LLC
INCREASED4,8643,196+1,668+52%$761.7K$1.2M+$450.1K2026-10-13
McElhenny Sheffield Capital Management, LLC
INCREASED4,8564,517+339+8%$1.1M$1.2M+$133.3K2026-11-06
West Bancorporation Inc
DECREASED4,8404,902-62-1%$1.2M$1.2M+$37.5K2026-10-29
S&A Financial Services, Inc.
DECREASED4,8364,837-10%$1.2M$1.2M+$52.0K2026-11-03
HMV Wealth Advisors, LLC
INCREASED4,8343,735+1,099+29%$890.2K$1.2M+$314.2K2026-10-27
Thrive Capital Management, LLC
INCREASED4,8333,807+1,026+27%$907.4K$1.2M+$296.8K2026-10-28
Voisard Asset Management Group, Inc.
INCREASED4,8314,309+522+12%$1.0M$1.2M+$176.6K2026-10-13
Wellington Grp LLC
DECREASED4,82517,977-13,152-73%$4.3M$1.2M-$3.1M2026-11-06
Kelly Financial Services LLC
DECREASED4,8195,005-186-4%$1.2M$1.2M+$7.8K2026-10-20
Fidelity D & D Bancorp Inc
UNCHANGED4,8144,81400%$1.1M$1.2M+$52.0K2026-11-05
Colony Family Offices, LLC
DECREASED4,8106,845-2,035-30%$1.6M$1.2M-$433.0K2026-10-22
IVC Wealth Advisors LLC
INCREASED4,8004,762+38+1%$1.1M$1.2M+$60.9K2026-10-23
Investment Planning Advisors, Inc.
INCREASED4,7834,160+623+15%$991.5K$1.2M+$200.1K2026-10-14
Praetorian Wealth Management, Inc.
DECREASED4,7814,837-56-1%$1.2M$1.2M+$38.3K2026-10-16
Pinnacle Financial Group, LLC / IL
INCREASED4,7794,643+136+3%$1.1M$1.2M+$84.1K2026-10-29
Financial Harvest, LLC
INCREASED4,7654,018+747+19%$957.7K$1.2M+$229.6K2026-10-15
Alamar Capital Management, LLC
UNCHANGED4,7604,76000%$1.1M$1.2M+$51.5K2026-11-02
PVG Asset Management Corp
INCREASED4,7554,191+564+13%$998.8K$1.2M+$185.9K2026-10-19
Pacific Center for Financial Services
INCREASED4,7534,683+70+1%$1.1M$1.2M+$68.1K2026-10-15
Taylor Securities Services, Inc.
INCREASED4,7444,636+108+2%$1.1M$1.2M+$77.0K2026-10-20
Tillman Hartley LLC
UNCHANGED4,7444,74400%$1.1M$1.2M+$51.3K2026-11-06
Sierra Ocean, LLC
INCREASED4,7384,651+87+2%$1.1M$1.2M+$72.0K2026-11-03
Compass Financial Group, Inc
INCREASED4,7364,344+392+9%$1.0M$1.2M+$144.6K2026-10-13
Cabot Wealth Management Inc
INCREASED4,7364,641+95+2%$1.1M$1.2M+$73.8K2026-11-05
Clark Wealth Partners
INCREASED4,7294,428+301+7%$1.1M$1.2M+$122.9K2026-10-19
Integrity Wealth Advisors, Inc.
NEW4,720—+4,720——$1.2M—2026-10-29
Lynch Investment Planning, LLC
DECREASED4,7194,919-200-4%$1.2M$1.2M+$3.3K2026-10-27
Grange Capital, LLC
INCREASED4,7174,587+130+3%$1.1M$1.2M+$81.9K2026-10-20
Darrow Company, Inc.
INCREASED4,7174,637+80+2%$1.1M$1.2M+$70.1K2026-10-22
Shulman DeMeo Asset Management LLC
UNCHANGED4,7174,71700%$1.1M$1.2M+$61.6K2026-10-09
Braun-Bostich & Associates Inc.
DECREASED4,7034,745-42-1%$1.1M$1.2M+$40.8K2026-10-20
Stewardship Advisors, LLC
INCREASED4,6944,636+58+1%$1.1M$1.2M+$64.6K2026-10-20
Andrew Hill Investment Advisors, Inc.
INCREASED4,6822,831+1,851+65%$674.9K$1.2M+$491.7K2026-10-22
HT Partners LLC
DECREASED4,6804,692-120%$1.1M$1.2M+$47.7K2026-10-20
Taylor Financial Group, Inc.
DECREASED4,6756,275-1,600-25%$1.5M$1.2M-$330.8K2026-11-02
Asset Allocation Strategies LLC
INCREASED4,6754,437+238+5%$1.1M$1.2M+$107.3K2026-10-20
DKM Wealth Management, Inc.
UNCHANGED4,6684,66800%$1.1M$1.2M+$50.5K2026-10-09
Kearns & Associates LLC
UNCHANGED4,6604,66000%$1.1M$1.2M+$50.4K2026-10-09
Cardinal Capital Management
INCREASED4,6484,461+187+4%$1.1M$1.2M+$94.8K2026-10-21
Boit C F David
UNCHANGED4,6404,64000%$1.1M$1.2M+$50.2K2026-10-29
Veratis Advisors, Inc.
DECREASED4,6214,771-150-3%$1.1M$1.2M+$14.2K2026-11-03
A&I Financial Services, LLC
UNCHANGED4,6184,61800%$1.1M$1.2M+$49.9K2026-10-15
Vestor Capital, LLC
INCREASED4,612300+4,312+1437%$71.0K$116-$70.9K2026-11-04
Brian LOW Financial Group, LLC
DECREASED4,6004,801-201-4%$1.1M$1.1M+$2.0K2026-10-28
Tenzing Financial LLC
DECREASED4,5924,860-268-6%$1.2M$1.2M+$18.6K2026-11-03
Omnitrust Wealth Management, Inc
NEW4,580—+4,580——$1.1M—2026-11-02
Winter & Associates, Inc.
DECREASED4,5734,603-30-1%$1.1M$1.2M+$103.9K2026-10-23
Connecticut Capital Management Group, LLC
INCREASED4,5634,458+105+2%$1.1M$1.1M+$74.4K2026-10-29
Dakota Community Bank & Trust NA
INCREASED4,5614,023+538+13%$958.8K$1.1M+$177.5K2026-10-09
Nearside Advisors, LLC
NEW4,551—+4,551——$1.1M—2026-10-20
Redwood Family Wealth LLC
INCREASED4,5514,379+172+4%$1.0M$1.1M+$90.2K2026-10-20
Willis Johnson Wealth, Inc.
INCREASED4,5373,837+700+18%$914.6K$1.1M+$215.8K2026-11-03
Citadel Investment Advisory, Inc.
DECREASED4,5324,612-80-2%$1.1M$1.1M+$30.0K2026-10-15
Baker Boyer National Bank
DECREASED4,5304,572-42-1%$1.1M$1.1M+$39.0K2026-11-05
Foundry Financial Group, Inc.
INCREASED4,5274,513+14+0%$1.1M$1.1M+$52.3K2026-10-28
Hurlow Wealth Management Group, Inc.
DECREASED4,5204,827-307-6%$1.2M$1.1M-$24.3K2026-10-29
Valued Retirements, Inc.
DECREASED4,5084,693-185-4%$1.1M$1.1M+$4.6K2026-11-06
Clear Point Advisors Inc.
DECREASED4,5014,576-75-2%$1.1M$1.1M+$30.8K2026-10-30
New Capital Management LP
DECREASED4,4914,523-32-1%$1.1M$1.1M+$40.9K2026-10-29
Momentous Wealth Management, Inc.
INCREASED4,4863,972+514+13%$946.7K$1.1M+$171.1K2026-10-21
Fulcrum Equity Management
DECREASED4,4816,460-1,979-31%$1.5M$1.1M-$423.2K2026-10-21
American Financial & TAX Strategies Inc
DECREASED4,4774,517-40-1%$1.1M$1.1M+$38.9K2026-10-16
Wheelhouse Advisory Group LLC
INCREASED4,4714,399+72+2%$1.0M$1.1M+$65.5K2026-10-20
Hibernia Wealth Partners, LLC
INCREASED4,4633,663+800+22%$873.0K$1.1M+$238.9K2026-10-29
Family Investment Center, Inc.
INCREASED4,4594,106+353+9%$978.6K$1.1M+$132.3K2026-10-19
Altar Rock LLC
DECREASED4,4594,500-41-1%$1.1M$1.2M+$97.6K2026-11-06
Acima Private Wealth, LLC
UNCHANGED4,4474,44700%$1.1M$1.1M+$48.1K2026-10-05
Fairman Group, LLC
INCREASED4,4283,677+751+20%$876.4K$1.1M+$226.9K2026-10-26
Shira Ridge Wealth Management
INCREASED4,4174,216+201+5%$1.0M$1.1M+$95.7K2026-10-09
Sunrise Financial Services, LLC
UNCHANGED4,4174,41700%$1.1M$1.1M+$47.7K2026-10-21
Scott Capital Advisors, LLC
INCREASED4,4114,391+20+0%$1.0M$1.1M+$100.0K2026-10-13
Advisortrust Partners, LLC
DECREASED4,3854,396-110%$1.0M$1.1M+$44.8K2026-11-02
Oregon Pacific Wealth Management, LLC
DECREASED4,3764,764-388-8%$1.1M$1.1M-$45.2K2026-10-20
Smart Wealth LLC
DECREASED4,3737,427-3,054-41%$1.8M$1.1M-$680.6K2026-11-04
LightSquare Wealth Management, LLC
DECREASED4,3704,424-54-1%$1.1M$1.1M+$34.4K2026-11-03
Breachway Investments LLC
INCREASED4,3604,136+224+5%$985.8K$1.1M+$100.5K2026-10-19
Parker Financial LLC
UNCHANGED4,3434,34300%$1.0M$1.1M+$46.9K2026-11-05
Private Wealth Management Group, LLC
INCREASED4,3424,286+56+1%$1.0M$1.1M+$60.3K2026-10-19
B&D White Capital Company, LLC
DECREASED4,3416,229-1,888-30%$1.5M$1.1M-$403.1K2026-11-02
Prospect Financial Group LLC
DECREASED4,3414,740-399-8%$1.1M$1.1M-$48.2K2026-11-05
Astra Wealth Partners LLC
INCREASED4,3374,147+190+5%$988.5K$1.1M+$92.2K2026-11-06
Pacific Asset Management, LLC
INCREASED4,3374,327+10+0%$1.0M$1.1M+$49.3K2026-10-15
Gordian Advisors LLC
UNCHANGED4,3364,33600%$1.0M$1.1M+$46.9K2026-10-30
Split Creek LLC DBA Split Creek Capital LLC
DECREASED4,3184,492-174-4%$1.1M$1.1M+$5.2K2026-11-02
Castleview Partners, LLC
DECREASED4,3086,507-2,199-34%$1.6M$1.1M-$477.5K2026-10-09
Councilor Wealth, LLC
DECREASED4,3084,469-161-4%$1.1M$1.1M+$8.2K2026-10-09
Compass Wealth Management, LLC
UNCHANGED4,3044,30400%$1.0M$1.1M+$46.7K2026-10-30
Reston Wealth Management LLC
INCREASED4,2914,072+219+5%$970.5K$1.1M+$98.6K2026-10-29
Absolute Capital Management, LLC
INCREASED4,2573,081+1,176+38%$734.3K$1.1M+$326.3K2026-10-16
Davis Investment Partners, LLC
INCREASED4,2573,972+285+7%$946.7K$1.1M+$113.9K2026-11-05
Center for Wealth Management Advisory
INCREASED4,2373,736+501+13%$890.4K$1.1M+$165.2K2026-10-23
Appalachian Capital Management Ltd
UNCHANGED4,2184,21800%$1.0M$1.1M+$45.6K2026-10-14
True Wealth Design, LLC
INCREASED4,2063,734+472+13%$890.0K$1.0M+$158.0K2026-10-13
Lauterbach Financial Advisors, LLC
DECREASED4,1916,951-2,760-40%$1.7M$1.0M-$612.5K2026-10-21
Flower City Capital
UNCHANGED4,1864,18600%$997.7K$1.0M+$45.3K2026-10-15
Thompson Investment Management, Inc.
DECREASED4,1774,202-25-1%$1.0M$1.0M+$39.2K2026-10-14
Prospera Capital Management, LLC
INCREASED4,1753,529+646+18%$861.6K$1.0M+$178.6K2026-10-19
Meritas Wealth Management, LLC
INCREASED4,1743,876+298+8%$923.8K$1.0M+$116.1K2026-10-14
Capitol Family Office, Inc.
DECREASED4,1734,450-277-6%$1.1M$1.0M-$20.8K2026-10-13
Seed Wealth Management, Inc.
DECREASED4,1704,295-125-3%$1.0M$1.0M+$15.3K2026-10-20
Paulson Wealth Management Inc.
INCREASED4,1544,135+19+0%$985.5K$1.0M+$49.4K2026-11-02
Plan Group Financial, LLC
INCREASED4,1363,104+1,032+33%$739.8K$1.1M+$346.4K2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED4,1363,580+556+16%$853.3K$1.0M+$177.2K2026-10-16
Targeted Financial Services LLC
UNCHANGED4,1364,13600%$985.8K$1.0M+$44.7K2026-10-19
Next Level Wealth Planning, LLC
DECREASED4,1164,219-103-2%$1.0M$1.0M+$19.9K2026-10-29
Seros Financial, LLC
DECREASED4,1164,154-38-1%$990.1K$1.0M+$35.4K2026-10-21
Petersen Hastings Wealth Advisors Inc.
INCREASED4,0863,966+120+3%$945.3K$1.0M+$72.8K2026-10-27
American National Bank of Texas
INCREASED4,0843,995+89+2%$952.2K$1.0M+$65.4K2026-10-07
Sherry Group, Inc.
DECREASED4,0704,310-240-6%$1.0M$1.0M-$21.0K2026-10-09
Saratoga Research & Investment Management
INCREASED4,0602,000+2,060+103%$476.7K$1.0M+$534.9K2026-10-16
Madrid Wealth Management, LLC
DECREASED4,0594,061-20%$967.9K$1.0M+$43.4K2026-10-23
Kooman & Associates
INCREASED4,0483,782+266+7%$901.4K$1.0M+$107.2K2026-10-21
Share Andrew L.
NEW4,047—+4,047——$1.0M—2026-11-06
MBE Wealth Management, LLC
DECREASED4,0424,070-28-1%$970.0K$1.0M+$37.2K2026-10-26
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED4,0412,345+1,696+72%$558.9K$1.0M+$447.9K2026-11-06
Clearview Wealth Management LLC
DECREASED4,0394,289-250-6%$1.0M$1.0M+$22.2K2026-10-16
True Link Financial Advisors, LLC
DECREASED4,0374,285-248-6%$1.0M$1.0M-$15.5K2026-10-27
PTM Wealth Management, LLC
DECREASED4,0134,063-50-1%$943.1K$1.0M+$85.4K2026-10-23
Wingate Wealth Advisors, Inc.
INCREASED4,0083,999+9+0%$953.1K$998.6K+$45.5K2026-10-26
Define Financial, LLC
INCREASED4,0063,902+104+3%$930.1K$998.2K+$68.1K2026-10-14
McMill Wealth Management
UNCHANGED4,0054,00500%$954.6K$997.8K+$43.3K2026-11-05
Security Financial Services, Inc.
DECREASED4,0024,075-73-2%$971.2K$997.1K+$25.9K2026-10-29
Mowery & Schoenfeld Wealth Management, LLC
DECREASED3,9994,006-70%$954.9K$996.5K+$41.6K2026-10-28
Denver PWM, LLC
DECREASED3,9864,096-110-3%$1.1M$993.1K-$82.7K2026-10-22
Outlook Wealth Advisors, LLC
DECREASED3,9843,999-150%$953.1K$992.6K+$39.5K2026-10-28
Lotus Asset Management LLC
INCREASED3,9713,393+578+17%$808.8K$989.5K+$180.7K2026-10-14
DecisionPoint Financial, LLC
INCREASED3,9643,858+106+3%$932.5K$984.0K+$51.5K2026-10-27
PPS&V Asset Management Consultants, Inc.
INCREASED3,9613,914+47+1%$932.9K$986.9K+$54.1K2026-10-06
Shade Tree Advisors LLC
NEW3,960—+3,960——$986.6K—2026-10-22
Hamel Associates, Inc.
INCREASED3,9553,848+107+3%$917.1K$985.4K+$68.3K2026-11-06
Gibson Capital, LLC
DECREASED3,9466,257-2,311-37%$1.5M$983.0K-$508.3K2026-10-23
Clear Investment Research, LLC
DECREASED3,9453,977-32-1%$947.9K$982.9K+$35.0K2026-11-06
Boyd Wealth Management, LLC
INCREASED3,9422,286+1,656+72%$544.8K$982.1K+$437.3K2026-10-20
Trademark Financial Management, LLC
DECREASED3,9404,012-72-2%$956.2K$981.7K+$25.4K2026-10-23
Ridgeline Wealth Planning, LLC
INCREASED3,9353,574+361+10%$851.8K$980.5K+$128.6K2026-10-29
Family Office Research LLC
DECREASED3,9184,621-703-15%$1.1M$976.2K-$125.2K2026-10-14
Cambridge Advisors Inc.
INCREASED3,9023,822+80+2%$910.9K$972.2K+$61.2K2026-10-19
Miller Global Investments, LLC
INCREASED3,8853,408+477+14%$812.3K$967.9K+$155.7K2026-10-02
Clark Financial Services Group Inc
INCREASED3,8822,687+1,195+44%$640.4K$967.2K+$326.8K2026-10-19
Oasis Advisors, LLC
NEW3,878—+3,878——$966.2K—2026-10-16
DB&C Advisors, LLC
INCREASED3,8693,851+18+0%$917.8K$964.0K+$46.1K2026-10-26
Asempa Wealth Advisors
INCREASED3,8663,847+19+0%$916.9K$959.7K+$42.8K2026-10-07
Invested Advisors
INCREASED3,8643,829+35+1%$912.6K$962.7K+$50.1K2026-10-23
Copper Harbor Investment Advisors, LLC
UNCHANGED3,8613,86100%$920.2K$962.0K+$41.7K2026-10-16
C2c Wealth Management, LLC
UNCHANGED3,8423,84200%$915.7K$957.2K+$41.5K2026-10-20
FF Advisors,LLC
DECREASED3,8313,854-23-1%$918.6K$954.5K+$35.9K2026-10-21
O'Connor Financial Group LLC
INCREASED3,8263,730+96+3%$889.0K$953.2K+$64.2K2026-10-26
Verus Financial Partners, Inc.
INCREASED3,8253,488+337+10%$831.3K$953.0K+$121.7K2026-10-29
Commerce Advisors, LLC
INCREASED3,8163,738+78+2%$890.9K$950.8K+$59.8K2026-10-19
Integrity Investment Advisors, LLC
INCREASED3,8133,079+734+24%$733.8K$950.0K+$216.2K2026-11-03
Paradigm, Strategies in Wealth Management, LLC
DECREASED3,8123,851-39-1%$917.8K$949.8K+$31.9K2026-10-16
1620 Investment Advisors, Inc.
INCREASED3,8063,350+456+14%$798.5K$948.2K+$149.7K2026-11-04
HBE Wealth Management, LLC
INCREASED3,7773,174+603+19%$756.5K$941.0K+$184.5K2026-11-06
Shrier Wealth Management, LLC
INCREASED3,7763,701+75+2%$882.1K$940.8K+$58.7K2026-10-20
Gray Private Wealth, LLC
INCREASED3,7743,771+3+0%$898.8K$940.3K+$41.5K2026-10-28
Maltin Wealth Management, Inc.
DECREASED3,7734,389-616-14%$1.0M$940.0K-$106.0K2026-10-13
Opus Capital Group, LLC
DECREASED3,7703,907-137-4%$931.0K$939.0K+$8.0K2026-10-30
Forte Asset Management LLC
DECREASED3,7684,688-920-20%$1.1M$938.8K-$178.5K2026-10-13
Granville Capital, Inc.
INCREASED3,7593,202+557+17%$763.2K$936.6K+$173.4K2026-11-05
Manuka Financial, LLC
UNCHANGED3,7593,75900%$895.9K$936.6K+$40.6K2026-10-16
Signature Resources Capital Management, LLC
INCREASED3,7523,666+86+2%$873.8K$934.8K+$61.1K2026-10-16
Twelve Points Wealth Management LLC
INCREASED3,7443,320+424+13%$791.3K$899.9K+$108.6K2026-11-03
Christensen, King & Associates Investment Services, Inc.
DECREASED3,7274,247-520-12%$1.0M$928.6K-$83.6K2026-10-22
Thor Trading Advisors, LLC
INCREASED3,7223,249+473+15%$774.4K$927.3K+$153.0K2026-11-05
Ariston Services Group
INCREASED3,7152,978+737+25%$709.8K$925.6K+$215.8K2026-10-16
Richard Young Associates, Ltd.
INCREASED3,7153,658+57+2%$871.9K$925.7K+$53.8K2026-11-03
Melfa Wealth Management, Inc.
INCREASED3,7093,218+491+15%$767.0K$924.2K+$157.1K2026-11-06
Forthright Family Wealth Advisory LLC
DECREASED3,7073,714-70%$885.2K$923.6K+$38.4K2026-11-03
Base Wealth Management LLC
DECREASED3,6973,736-39-1%$890.4K$921.1K+$30.7K2026-10-21
Prosperity Advisers, LLC
INCREASED3,6943,640+54+1%$867.6K$920.4K+$52.8K2026-10-28
Cranbrook Wealth Management, LLC
INCREASED3,6813,543+138+4%$844.3K$917.0K+$72.7K2026-10-28
Arlington Capital Management Inc
UNCHANGED3,6593,65900%$872.1K$911.6K+$39.6K2026-10-30
Single Point Partners, LLC
DECREASED3,6413,677-36-1%$876.5K$907.0K+$30.6K2026-10-19
Bauman Advisory Group, LLC
DECREASED3,6373,746-109-3%$892.8K$906.2K+$13.3K2026-10-29
Syntax Research, Inc.
DECREASED3,6154,215-600-14%$1.0M$900.7K-$103.9K2026-11-04
First Citizens Financial Corp
DECREASED3,6153,795-180-5%$904.5K$900.7K-$3.8K2026-10-02
Kendall Capital Management
INCREASED3,612916+2,696+294%$218.3K$899.9K+$681.6K2026-10-23
Orgel Wealth Management, LLC
INCREASED3,6053,562+43+1%$848.9K$898.1K+$49.2K2026-10-14
Chartist Inc
DECREASED3,5933,653-60-2%$870.6K$895.2K+$24.5K2026-11-04
Financial Designs Corp
INCREASED3,5883,350+238+7%$798.4K$894.0K+$95.5K2026-10-09
Financial Life Advisors
UNCHANGED3,5833,58300%$854.0K$892.7K+$38.7K2026-10-14
Dhjj Financial Advisors, Ltd.
INCREASED3,5813,580+1+0%$853.3K$892.2K+$38.9K2026-10-23
Brickley Wealth Management
INCREASED3,5672,978+589+20%$709.8K$888.7K+$178.9K2026-11-04
Atlas Wealth Partners, LLC
DECREASED3,5673,658-91-2%$871.8K$888.7K+$16.9K2026-11-03
Lutz Financial Services LLC
DECREASED3,5603,664-104-3%$873.3K$887.0K+$13.7K2026-11-06
Olio Financial Planning
UNCHANGED3,5583,55800%$848.0K$886.5K+$38.5K2026-10-22
Ddfg, Inc
UNCHANGED3,5523,55200%$846.6K$885.0K+$38.4K2026-10-15
6th Street Advisors, LLC
INCREASED3,5393,404+135+4%$811.3K$881.7K+$70.4K2026-10-14
HRC Wealth Management, LLC
INCREASED3,5343,532+2+0%$841.8K$880.5K+$38.7K2026-10-16
RM Financial Services, LLC
INCREASED3,5093,479+30+1%$829.2K$874.3K+$45.1K2026-11-03
JDH Wealth Management, LLC
INCREASED3,5073,140+367+12%$748.4K$873.8K+$125.4K2026-10-20
Diesslin Group, Inc.
DECREASED3,4833,685-202-5%$878.3K$867.8K-$10.5K2026-10-14
Granite Group Advisors, LLC
DECREASED3,4734,022-549-14%$958.6K$865.3K-$93.3K2026-10-14
Redwood Park Advisors LLC
INCREASED3,4723,159+313+10%$752.9K$865.0K+$112.1K2026-11-02
Q Fund Management (Hong Kong) Ltd
INCREASED3,470500+2,970+594%$119.2K$864.6K+$745.4K2026-10-14
Dynamic Financial Group
INCREASED3,4653,344+121+4%$797.0K$863.3K+$66.3K2026-10-28
Chris Bulman Inc
INCREASED3,4623,258+204+6%$776.5K$862.6K+$86.0K2026-10-20
Reap Financial Group, LLC
INCREASED3,4433,269+174+5%$779.0K$857.9K+$78.8K2026-11-02
Commonwealth Retirement Investments LLC
DECREASED3,4424,284-842-20%$1.0M$857.6K-$163.5K2026-10-26
James T. Borello RIA
INCREASED3,4423,415+27+1%$813.9K$857.6K+$43.6K2026-10-16
Dodds Wealth, LLC
DECREASED3,4383,522-84-2%$839.4K$856.6K+$17.1K2026-11-02
Advocate Investing Services LLC
DECREASED3,4373,656-219-6%$871.4K$856.3K-$15.0K2026-10-26
Pullen Investment Management, LLC
INCREASED3,4342,995+439+15%$713.8K$855.6K+$141.8K2026-10-23
Southern Financial Group, LLC
INCREASED3,4333,426+7+0%$816.6K$855.3K+$38.8K2026-10-30
Aegis Wealth Management, Inc.
INCREASED3,4293,144+285+9%$749.3K$854.3K+$105.0K2026-10-26
Willow Creek Wealth Management Inc.
DECREASED3,4293,430-10%$817.5K$854.3K+$36.8K2026-10-26
SwitchPoint Financial Planning, LLC
INCREASED3,4273,210+217+7%$765.1K$853.8K+$88.8K2026-11-02
Knights of Columbus Asset Advisors LLC
DECREASED3,4196,675-3,256-49%$1.6M$851.8K-$739.1K2026-11-05
Sugar Maple Asset Management, LLC
INCREASED3,4133,249+164+5%$774.4K$850.3K+$76.0K2026-10-13
Weinberger Asset Management, Inc
INCREASED3,4063,254+152+5%$883.7K$848.6K-$35.1K2026-10-28
MAD River Investors
UNCHANGED3,4003,40000%$810.4K$847.1K+$36.8K2026-10-27
All-Stars Investment Ltd
UNCHANGED3,4003,40000%$810.4K$847.1K+$36.8K2026-11-03
AJ Advisors, LLC
DECREASED3,3993,408-90%$812.3K$846.9K+$34.6K2026-10-29
Ledgewood Wealth Advisors, LLC
UNCHANGED3,3943,39400%$808.9K$845.6K+$36.7K2026-10-09
Lakeshore Financial Planning, Inc.
INCREASED3,3933,323+70+2%$792.0K$845.4K+$53.4K2026-10-13
Summit Investment Advisory Services, LLC
INCREASED3,3843,304+80+2%$787.5K$843.1K+$55.6K2026-11-03
OmniStar Financial Group, Inc.
INCREASED3,3813,336+45+1%$795.1K$842.4K+$47.3K2026-10-26
21 West Wealth Management LLC
DECREASED3,3743,421-47-1%$815.4K$840.6K+$25.3K2026-10-13
Financial Symmetry Inc
DECREASED3,3673,833-466-12%$913.6K$838.9K-$74.7K2026-10-06
Post Resch Tallon Group Inc.
DECREASED3,3603,460-100-3%$824.7K$837.1K+$12.5K2026-10-09
Aspect Partners, LLC
INCREASED3,3593,155+204+6%$752.0K$836.9K+$84.9K2026-10-20
Beacon Financial Planning, Inc
INCREASED3,3542,968+386+13%$707.4K$835.6K+$128.3K2026-11-04
Arbor Investment Advisors, LLC
DECREASED3,3454,630-1,285-28%$1.1M$833.3K-$270.1K2026-10-26
Hughes Financial Services, LLC
INCREASED3,3443,176+168+5%$757.0K$815.2K+$58.3K2026-10-30
Allied Investment Advisors, LLC
INCREASED3,3413,223+118+4%$768.2K$832.4K+$64.2K2026-10-13
Sterling Manor Financial, LLC
NEW3,330—+3,330——$829.7K—2026-10-21
Howard Bailey Securities, LLC
DECREASED3,3164,664-1,348-29%$1.1M$826.2K-$285.4K2026-10-27
Kitching Partners, LLC
INCREASED3,3153,090+225+7%$736.5K$825.9K+$89.5K2026-11-02
Sensible Money, LLC
DECREASED3,3083,420-112-3%$815.1K$824.2K+$9.1K2026-10-20
Tuttle Capital Management, LLC
UNCHANGED3,3083,30800%$788.4K$824.2K+$35.8K2026-10-21
Stordahl Capital Management, Inc.
DECREASED3,3043,421-117-3%$815.4K$823.2K+$7.8K2026-10-22
Wedgewood Investors Inc
UNCHANGED3,3043,30400%$787.5K$823.2K+$35.7K2026-10-28
Penney Financial, LLC
DECREASED3,3033,337-34-1%$795.3K$822.9K+$27.6K2026-10-20
BetterWealth, LLC
DECREASED3,3023,785-483-13%$902.1K$822.7K-$79.4K2026-10-15
Fidato Wealth LLC
INCREASED3,2962,684+612+23%$639.7K$821.2K+$181.5K2026-10-13
Cordoba Advisory Partners LLC
DECREASED3,2873,625-338-9%$864.3K$818.7K-$45.6K2026-10-19
Tucker Asset Management LLC
DECREASED3,2863,550-264-7%$846.1K$818.7K-$27.4K2026-10-29
Briaud Financial Planning Inc
INCREASED3,2852,285+1,000+44%$544.6K$818.5K+$273.9K2026-10-20
Planning Strategies Inc.
INCREASED3,2813,133+148+5%$746.7K$817.4K+$70.7K2026-10-02
Glass Jacobson Investment Advisors llc
DECREASED3,2803,319-39-1%$791.2K$817.3K+$26.1K2026-10-26
Orba Wealth Advisors, L.L.C.
INCREASED3,2783,225+53+2%$768.6K$816.7K+$48.1K2026-10-23
Covestor Ltd
DECREASED3,2733,304-31-1%$787.0K$815.0K+$28.0K2026-10-30
Tobam
DECREASED3,24728,293-25,046-89%$6.7M$809.0K-$5.9M2026-11-03
Pearl Planning LLC
INCREASED3,2421,261+1,981+157%$300.6K$807.8K+$507.2K2026-10-13
10Elms LLP
INCREASED3,2413,063+178+6%$730.1K$807.5K+$77.5K2026-11-06
Rasp Wealth Solutions, LLC
INCREASED3,2301,212+2,018+167%$288.8K$804.7K+$515.9K2026-11-06
Evolution Wealth Management Inc.
DECREASED3,2245,128-1,904-37%$1.2M$803.3K-$418.9K2026-10-28
Henderson Brothers Financial Partners, LLC
INCREASED3,2162,924+292+10%$696.9K$801.3K+$104.4K2026-11-03
truNorth Financial Services, Inc.
DECREASED3,2143,269-55-2%$779.1K$800.8K+$21.6K2026-11-06
Integrated Wealth Management
INCREASED3,2043,102+102+3%$739.3K$798.2K+$58.9K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED3,2003,151+49+2%$751.0K$797.3K+$46.3K2026-10-28
Oceanside Advisors LLC
UNCHANGED3,1913,19100%$760.4K$794.9K+$34.5K2026-11-03
Copeland Capital Management, LLC
NEW3,180—+3,180——$792.3K—2026-10-13
Founders Capital Management, LLC
UNCHANGED3,1633,16300%$753.9K$788.1K+$34.2K2026-10-23
Mallini Complete Financial Planning LLC
INCREASED3,1593,043+116+4%$725.3K$787.1K+$61.8K2026-10-06
Valued Wealth Advisors LLC
INCREASED3,1532,826+327+12%$673.5K$785.6K+$112.0K2026-11-05
North Berkeley Wealth Management, LLC
INCREASED3,1513,075+76+2%$732.9K$785.1K+$52.2K2026-11-02
Parkshore Wealth Management, Inc.
DECREASED3,14718,616-15,469-83%$4.4M$784.1K-$3.7M2026-10-13
Welch Financial Planning, LLC
INCREASED3,1382,266+872+38%$540.1K$781.8K+$241.8K2026-11-06
Cottonwood Capital Advisors, LLC
INCREASED3,1343,123+11+0%$744.3K$780.8K+$36.5K2026-10-20
Matrix Trust Co
INCREASED3,1322,870+262+9%$684.0K$780.0K+$96.0K2026-10-07
Sageworth Trust Co
INCREASED3,1222,760+362+13%$657.8K$777.8K+$120.0K2026-10-30
Stonehearth Capital Management, LLC
UNCHANGED3,1173,11700%$742.9K$776.6K+$33.7K2026-10-13
Aquire Wealth Advisors, LLC
DECREASED3,1123,268-156-5%$778.9K$775.2K-$3.7K2026-10-23
Montgomery Investment Management Inc
UNCHANGED3,1033,10300%$739.6K$773.1K+$33.5K2026-10-26
JIM Saulnier & Associates, LLC
DECREASED3,1003,269-169-5%$779.1K$772.4K-$6.8K2026-11-04
McClarren Financial Advisors, Inc.
DECREASED3,0973,117-20-1%$742.9K$771.6K+$28.7K2026-10-15
Boyer Financial Services, Inc.
INCREASED3,0952,921+174+6%$708.8K$771.0K+$62.3K2026-10-23
Squire Investment Management Company, LLC
INCREASED3,0932,682+411+15%$639.2K$770.6K+$131.4K2026-11-03
Dominguez Wealth Management Solutions, Inc.
INCREASED3,0912,910+181+6%$693.6K$770.1K+$76.6K2026-10-07
Walleye Partners, LLC
DECREASED3,0843,122-38-1%$744.1K$768.4K+$24.3K2026-10-13
Kieckhefer Group LLC
DECREASED3,0793,330-251-8%$793.7K$767.1K-$26.5K2026-10-13
Absher Wealth Management, LLC
DECREASED3,0743,081-70%$734.3K$765.9K+$31.6K2026-11-02
Terril Brothers, Inc.
INCREASED3,0702,980+90+3%$710.3K$764.9K+$54.6K2026-11-06
Altium Investment Strategies LLC
INCREASED3,0691,791+1,278+71%$439.4K$793.6K+$354.2K2026-10-20
Addison Advisors LLC
INCREASED3,0632,913+150+5%$694.2K$763.2K+$69.0K2026-11-06
Retirement Wealth Solutions LLC
INCREASED3,0622,549+513+20%$607.5K$762.9K+$155.4K2026-10-07
New England Capital Financial Advisors LLC
UNCHANGED3,0623,06200%$729.9K$763.0K+$33.1K2026-11-03
Silvia Mccoll Wealth Management, LLC
UNCHANGED3,0473,04700%$726.2K$759.2K+$32.9K2026-10-07
Frontier Asset Management, LLC
DECREASED3,0453,679-634-17%$876.9K$758.7K-$118.2K2026-10-28
Global Wealth Management, LLC
UNCHANGED3,0403,04000%$724.6K$757.4K+$32.9K2026-10-15
Citrine Capital LLC
INCREASED3,0342,763+271+10%$658.5K$755.9K+$97.4K2026-10-14
Friday Financial
INCREASED3,0242,064+960+47%$507.7K$750.6K+$242.9K2026-10-09
Summit Investment Advisors, Inc.\KS
UNCHANGED3,0173,01700%$719.1K$751.7K+$32.6K2026-11-05
Spectrum Financial Alliance Ltd LLC
NEW3,006—+3,006——$748.9K—2026-10-29
Legacies Wealth LLC
INCREASED3,0022,060+942+46%$491.0K$747.9K+$257.0K2026-11-02
Ironsides Asset Advisors, LLC
INCREASED3,0012,106+895+43%$501.9K$747.7K+$245.8K2026-10-20
Glaxis Capital Management, LLC
NEW3,000—+3,000——$747.5K—2026-11-02
Baypointe Partners LLC
NEW3,000—+3,000——$747.5K—2026-10-22
Praxis Capital Management LLC
DECREASED3,0006,120-3,120-51%$1.5M$747.5K-$711.2K2026-10-16
ASL Financial, LLC
UNCHANGED2,9992,99900%$714.8K$747.2K+$32.4K2026-10-15
Cushing Capital Partners, LLC
INCREASED2,992945+2,047+217%$225.3K$745.4K+$520.1K2026-10-20
Droms Strauss Advisors Inc
DECREASED2,9913,014-23-1%$718.4K$745.2K+$26.9K2026-11-03
Financial Enhancement Group LLC
DECREASED2,9873,136-149-5%$747.4K$776.4K+$28.9K2026-10-08
Prism Planning Partners LLC
DECREASED2,9793,345-366-11%$797.2K$742.2K-$55.0K2026-10-27
RW Investment Management LLC
INCREASED2,9792,970+9+0%$707.9K$742.2K+$34.3K2026-11-03
E6 Portfolios, LLC
DECREASED2,9643,192-228-7%$760.8K$738.5K-$22.4K2026-10-26
Blvd Private Wealth, LLC
INCREASED2,9612,930+31+1%$698.3K$737.7K+$39.4K2026-10-14
Stirlingshire Investments, Inc.
DECREASED2,9573,119-162-5%$743.4K$736.7K-$6.6K2026-11-05
Steinberg Asset Management LLC
DECREASED2,9462,951-50%$703.3K$734.0K+$30.7K2026-10-29
Atlantic Edge Private Wealth Management, LLC
INCREASED2,9392,783+156+6%$663.3K$732.3K+$69.0K2026-10-20
Climber Capital SA
INCREASED2,9351,078+1,857+172%$256.4K$693.3K+$436.9K2026-10-20
Lauer Wealth, LLC
INCREASED2,9282,878+50+2%$712.3K$743.9K+$31.6K2026-10-13
Level Financial Advisors
INCREASED2,9252,895+30+1%$690.0K$728.8K+$38.8K2026-10-13
Pathway Financial Advisors LLC
INCREASED2,9212,906+15+1%$705.2K$727.8K+$22.6K2026-10-07
Boyum Wealth Architects LLC
INCREASED2,9202,805+115+4%$693.7K$734.4K+$40.7K2026-10-06
Refined Wealth Management
UNCHANGED2,9182,91800%$695.5K$727.0K+$31.5K2026-10-13
Ball & Co Wealth Management Inc.
INCREASED2,9101,284+1,626+127%$306.0K$725.0K+$419.0K2026-11-05
Cairn Investment Group, Inc.
UNCHANGED2,8852,88500%$688.0K$719.0K+$31.0K2026-11-04
Stage Harbor Financial, LLC
INCREASED2,8822,400+482+20%$572.0K$718.1K+$146.0K2026-11-03
Capital Planning LLC
DECREASED2,8812,950-69-2%$703.1K$717.8K+$14.7K2026-10-09
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED2,8812,912-31-1%$694.0K$717.8K+$23.8K2026-11-03
Themes Management Co LLC
DECREASED2,8785,345-2,467-46%$1.3M$717.1K-$556.9K2026-10-29
Bay Capital Advisors, LLC
DECREASED2,8712,956-85-3%$704.5K$715.3K+$10.8K2026-10-16
Prota Financial, LLC
DECREASED2,8692,901-32-1%$701.2K$712.2K+$11.0K2026-10-08
Thryve Wealth Management LLC
INCREASED2,8582,735+123+5%$651.9K$712.1K+$60.2K2026-10-09
Truefg, LLC
DECREASED2,8383,079-241-8%$733.8K$707.1K-$26.8K2026-10-15
LiftPoint Family Wealth Advisors LLC
DECREASED2,8302,839-90%$676.6K$705.1K+$28.4K2026-11-03
Landmark Wealth Management, LLC
DECREASED2,8292,986-157-5%$711.7K$704.9K-$6.8K2026-11-03
PFG Private Wealth Management, LLC
DECREASED2,8263,225-399-12%$768.6K$704.0K-$64.6K2026-10-15
ShoreHaven Wealth Partners, LLC
INCREASED2,8252,764+61+2%$658.8K$703.9K+$45.1K2026-10-16
Armor Investment Advisors, LLC
INCREASED2,8242,674+150+6%$637.3K$703.6K+$66.3K2026-10-27
Cogent Strategic Wealth LLC
INCREASED2,8122,494+318+13%$594.4K$700.6K+$106.2K2026-10-22
Johnson Bixby & Associates, LLC
DECREASED2,8113,037-226-7%$723.8K$700.4K-$23.5K2026-10-14
Quantify Chaos Advisors, LLC
INCREASED2,8011,081+1,720+159%$257.6K$697.9K+$440.2K2026-11-04
Fingerlakes Wealth Management, Inc.
DECREASED2,8013,699-898-24%$881.6K$697.9K-$183.8K2026-11-04
AF Advisors, Inc.
DECREASED2,8012,846-45-2%$678.3K$697.9K+$19.6K2026-11-06
Forbes Financial Planning, Inc.
UNCHANGED2,8012,80100%$567.6K$697.9K+$130.3K2026-10-23
Tull Financial Group, Inc.
DECREASED2,8002,948-148-5%$702.6K$697.6K-$5.0K2026-11-05
Torren Management, LLC
INCREASED2,799545+2,254+414%$129.9K$697.4K+$567.5K2026-10-29
Phoenix Wealth Advisors
INCREASED2,7972,464+333+14%$587.3K$696.9K+$109.6K2026-11-03
Seneca Financial Advisors LLC
INCREASED2,7972,762+35+1%$658.3K$696.9K+$38.6K2026-10-28
Kennicott Capital Management LLC
UNCHANGED2,7952,79500%$666.2K$696.4K+$30.2K2026-10-16
Level Wealth Management LLC
INCREASED2,7931,180+1,613+137%$281.2K$695.9K+$414.6K2026-10-23
Hopwood Financial Services, Inc.
DECREASED2,7912,811-20-1%$670.0K$695.4K+$25.4K2026-10-29
Sicart Associates LLC
UNCHANGED2,7872,78700%$664.3K$696.8K+$32.5K2026-10-29
Keenan, LLC
DECREASED2,7782,985-207-7%$711.4K$692.1K-$19.3K2026-10-23
Spectrum Asset Management, Inc. (NB )
INCREASED2,7732,757+16+1%$657.1K$690.9K+$33.8K2026-10-19
JBGlobal.com LLC
UNCHANGED2,7692,76900%$660.0K$689.9K+$29.9K2026-10-13
Layline Advisors, LLC
INCREASED2,7632,413+350+15%$575.1K$688.4K+$113.3K2026-11-02
IFC & Insurance Marketing, Inc.
INCREASED2,7602,700+60+2%$643.5K$687.7K+$44.1K2026-10-16
Range Financial Group LLC
INCREASED2,7562,377+379+16%$566.5K$686.7K+$120.1K2026-10-21
Quartz Partners, LLC
INCREASED2,7522,587+165+6%$616.6K$685.7K+$69.1K2026-11-03
Endowment Wealth Management, Inc.
INCREASED2,7412,050+691+34%$488.6K$682.9K+$194.3K2026-11-03
Planned Solutions, Inc.
INCREASED2,7142,474+240+10%$589.7K$676.2K+$86.5K2026-10-19
David Kennon Inc
DECREASED2,7122,822-110-4%$672.6K$675.7K+$3.1K2026-10-13
Macroview Investment Management LLC
INCREASED2,7082,583+125+5%$615.6K$674.7K+$59.1K2026-10-26
First Growth Capital LLC
INCREASED2,6962,618+78+3%$624.0K$671.7K+$47.7K2026-10-15
Forza Wealth Management, LLC
INCREASED2,6901,881+809+43%$448.3K$670.2K+$221.9K2026-10-20
RMG Wealth Management LLC
UNCHANGED2,6872,68700%$718.1K$671.8K-$46.2K2026-10-26
Blankinship & Foster, LLC
INCREASED2,6852,529+156+6%$602.8K$669.0K+$66.2K2026-10-19
BCK Partners, Inc.
UNCHANGED2,6852,68500%$639.9K$669.0K+$29.0K2026-10-23
Penobscot Wealth Management
DECREASED2,6732,757-84-3%$657.1K$666.0K+$8.9K2026-10-21
Continuum Wealth Advisors, LLC
INCREASED2,6602,644+16+1%$630.2K$662.7K+$32.6K2026-10-20
Arkansas Financial Group, Inc.
UNCHANGED2,6582,65800%$633.4K$662.1K+$28.7K2026-10-26
Waycross Investment Management Co
UNCHANGED2,6582,65800%$633.5K$662.2K+$28.7K2026-10-14
bLong Financial, LLC
INCREASED2,6572,652+5+0%$632.1K$662.0K+$29.9K2026-10-29
Wincap Financial LLC
DECREASED2,6213,454-833-24%$823.1K$652.9K-$170.2K2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED2,6122,529+83+3%$602.7K$650.7K+$48.0K2026-10-15
marrick wealth, LLC
INCREASED2,6092,533+76+3%$603.7K$650.0K+$46.3K2026-10-20
Pioneer Family Office, LLC
UNCHANGED2,6022,60200%$620.2K$648.3K+$28.1K2026-10-30
Oak Grove Capital LLC
DECREASED2,6003,604-1,004-28%$859.0K$647.8K-$211.2K2026-10-09
Shayne & Jacobs, LLC
DECREASED2,6002,800-200-7%$667.4K$647.8K-$19.6K2026-10-21
Silver Lake Advisory, LLC
UNCHANGED2,5982,59800%$619.2K$647.3K+$28.1K2026-10-22
Wetzel Investment Advisors, Inc.
INCREASED2,5932,564+29+1%$611.1K$646.0K+$34.9K2026-10-13
Sentry LLC
DECREASED2,5922,812-220-8%$670.2K$645.8K-$24.4K2026-10-30
Sagace Wealth Management LLC
DECREASED2,5863,210-624-19%$765.1K$644.3K-$120.8K2026-10-28
Mitchell & Pahl Private Wealth, LLC
INCREASED2,5712,450+121+5%$583.9K$640.6K+$56.6K2026-10-14
FWG Investments, Llc.
DECREASED2,5692,946-377-13%$702.3K$640.2K-$62.1K2026-11-03
Sterling Financial Planning, Inc.
INCREASED2,5652,561+4+0%$610.4K$639.1K+$28.7K2026-10-28
Slocum, Gordon & Co LLP
DECREASED2,5642,864-300-10%$682.6K$638.8K-$43.8K2026-10-19
Eubel Brady & Suttman Asset Management Inc
INCREASED2,5592,382+177+7%$568.0K$638.0K+$70.0K2026-11-04
ShankerValleau Wealth Advisors, Inc.
DECREASED2,5582,598-40-2%$619.2K$637.3K+$18.1K2026-10-16
Flagstone Financial Management
UNCHANGED2,5582,55800%$609.7K$637.3K+$27.7K2026-11-05
GGM Financial LLC
INCREASED2,5502,390+160+7%$569.6K$635.3K+$65.7K2026-11-05
PMG Family Office LLC
DECREASED2,5442,554-100%$608.7K$633.8K+$25.1K2026-10-19
Lighthouse Wealth Management Inc.
INCREASED2,5392,519+20+1%$600.4K$632.6K+$32.2K2026-10-13
Financial Network Wealth Advisors LLC
INCREASED2,5342,293+241+11%$546.5K$631.3K+$84.8K2026-10-28
Idaho Trust Co
DECREASED2,5292,705-176-7%$644.7K$630.1K-$14.6K2026-11-04
Townsend & Associates, Inc
DECREASED2,5282,550-22-1%$637.5K$632.1K-$5.4K2026-10-23
One Degree Advisors Inc
INCREASED2,5222,479+43+2%$599$646.4K+$645.8K2026-11-06
Andrews Advisory Associates, LLC
INCREASED2,5201,037+1,483+143%$247.2K$627.9K+$380.7K2026-10-15
Seven Hills Financial, LLC
NEW2,509—+2,509——$625.2K—2026-10-13
Cdkv Holdings LLC
UNCHANGED2,5022,50200%$596.3K$623.4K+$27.0K2026-10-28
Milestone Asset Management, LLC
DECREASED2,4932,563-70-3%$610.9K$621.1K+$10.3K2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED2,4892,431+58+2%$579.4K$620.1K+$40.7K2026-11-03
Dedeker Financial LLC
UNCHANGED2,4892,48900%$593.2K$620.1K+$26.9K2026-10-23
Higgins & Schmidt Wealth Strategies LLC
INCREASED2,4832,476+7+0%$590.1K$618.6K+$28.5K2026-10-26
Mustard Seed Financial, LLC
INCREASED2,4812,445+36+1%$582.8K$618.2K+$35.4K2026-10-30
Vermillion Wealth Management, Inc.
DECREASED2,4803,892-1,412-36%$927.6K$617.9K-$309.7K2026-10-26
Ceera Investments, LLC
INCREASED2,4691,407+1,062+75%$335.3K$615.2K+$279.8K2026-11-02
Burkett Asset Management Ltd
DECREASED2,4653,370-905-27%$803.2K$614.2K-$189.1K2026-10-13
CKW Financial Group
INCREASED2,4592,367+92+4%$572$610.0K+$609.4K2026-10-29
Monument Group Wealth Advisors, LLC
NEW2,457—+2,457——$612.2K—2026-10-21
Hardin Capital Partners, LLC
INCREASED2,4522,135+317+15%$509.6K$610.9K+$101.3K2026-10-09
Visionary Horizons, LLC
INCREASED2,4471,600+847+53%$381.4K$609.8K+$228.4K2026-10-22
Peak Financial Management, Inc.
DECREASED2,4423,041-599-20%$725.0K$608.6K-$116.4K2026-10-16
Liberty Atlantic Advisors LLC
INCREASED2,4421,901+541+28%$453.0K$608.4K+$155.3K2026-10-14
Alpha Advisors, LLC
INCREASED2,4392,354+85+4%$561.1K$607.7K+$46.6K2026-10-19
Blake Schutter Theil Wealth Advisors, LLC
INCREASED2,4361,989+447+22%$474.1K$606.9K+$132.9K2026-11-02
Marathon Mission, Inc.
INCREASED2,4342,334+100+4%$556.3K$606.4K+$50.1K2026-10-01
First Fiduciary Investment Counsel, Inc.
UNCHANGED2,4302,43000%$579.0K$605.0K+$26.0K2026-10-27
Ervin Investment Management, LLC
DECREASED2,4262,436-100%$580.6K$604.4K+$23.8K2026-10-23
Schulz Wealth, Ltd.
UNCHANGED2,4202,42000%$576.8K$602.9K+$26.2K2026-11-03
Independent Investors Inc
UNCHANGED2,4102,41000%$574.4K$600.5K+$26.1K2026-10-30
Stronghold Wealth Management L.L.C.
DECREASED2,4092,588-179-7%$616.8K$600.2K-$16.6K2026-10-16
Long Island Wealth Management, Inc.
INCREASED2,4081,645+763+46%$392.1K$600.0K+$207.9K2026-10-20
Whitegate Investment Counselors, Inc.
DECREASED2,4002,870-470-16%$684.0K$598.0K-$86.1K2026-11-02
Dynamic Wealth Strategies, LLC
INCREASED2,3992,329+70+3%$555.1K$597.7K+$42.6K2026-10-16
Arbor Wealth Advisors LLC
UNCHANGED2,3962,39600%$571.1K$597.0K+$25.9K2026-10-09
Charter Capital Management, Llc\de
INCREASED2,3942,374+20+1%$565.7K$596.4K+$30.6K2026-10-28
IFS Advisors, LLC
INCREASED2,377386+1,991+516%$92.0K$592.2K+$500.2K2026-10-14
Foundation Wealth Management, LLC
NEW2,365—+2,365——$589.3K—2026-10-22
Financial Concepts Unlimited, Inc.
DECREASED2,3593,263-904-28%$777.7K$587.7K-$190.0K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,34314,549-12,206-84%$3.5M$583.7K-$2.9M2026-10-14
Krane Financial Solutions LLC
INCREASED2,3332,313+20+1%$551.3K$581.3K+$30.0K2026-10-30
Navigation Group, LLC
UNCHANGED2,3212,32100%$553.2K$578.3K+$25.1K2026-10-28
Santori & Peters, Inc.
DECREASED2,3172,365-48-2%$563.7K$577.3K+$13.6K2026-10-26
Lakeside Advisors, Inc.
INCREASED2,3032,200+103+5%$524.3K$573.8K+$49.4K2026-10-20
Legacy Wealth Asset Management, LLC
INCREASED2,3022,270+32+1%$541.0K$573.5K+$32.5K2026-10-09
Sharper & Granite LLC
UNCHANGED2,3012,30100%$548.4K$479.2K-$69.2K2026-11-02
Smith Partners Wealth Management, LLC
INCREASED2,299860+1,439+167%$205.0K$572.8K+$367.8K2026-11-05
AdviceOne Advisory Services, LLC
INCREASED2,2942,195+99+5%$523.2K$571.6K+$48.4K2026-10-19
Gibson Wealth Advisors LLC
INCREASED2,2852,200+85+4%$524.3K$569.3K+$45.0K2026-10-20
MKD Wealth Coaches, LLC
UNCHANGED2,2822,28200%$543.9K$568.6K+$24.7K2026-10-09
Newton One Investments LLC
DECREASED2,2782,280-20%$543.4K$567.6K+$24.1K2026-10-14
Succession Financial, Inc.
INCREASED2,2702,093+177+8%$498.8K$565.7K+$66.9K2026-10-14
Decker Retirement Planning Inc.
DECREASED2,2684,266-1,998-47%$1.0M$565.1K-$451.6K2026-10-19
Lesa Sroufe & Co
INCREASED2,2652,264+1+0%$540.0K$564.0K+$24.0K2026-10-29
Wealth Group Ltd
UNCHANGED2,2642,26400%$539.6K$569.4K+$29.8K2026-10-07
Kure Advisory, LLC
INCREASED2,2592,204+55+3%$525.3K$562.9K+$37.6K2026-10-08
Daviman Financial, LLC
DECREASED2,2562,574-318-12%$613.5K$562.0K-$51.5K2026-11-06
Ferguson Johnson Wealth Management Inc
INCREASED2,2462,210+36+2%$526.0K$559.6K+$33.6K2026-11-05
ETF Store, Inc.
INCREASED2,2382,234+4+0%$532.5K$557.6K+$25.2K2026-10-19
Parrish Capital LLC
DECREASED2,2282,440-212-9%$581.6K$555.1K-$26.4K2026-10-01
Merrithew & Thorsten Inc
INCREASED2,2251,640+585+36%$390.0K$554.4K+$164.4K2026-11-06
Horizon Financial Services, LLC
DECREASED2,2252,347-122-5%$559.4K$554.4K-$5.0K2026-11-04
Providence Financial Advisors, LLC
INCREASED2,2172,189+28+1%$521.7K$552.4K+$30.6K2026-11-06
Ehrlich Financial Group
INCREASED2,2162,031+185+9%$484.1K$552.1K+$68.0K2026-10-20
Curry Webb Wealth Management LLC
UNCHANGED2,2082,20800%$526.3K$526.3K$02026-10-22
Soundwatch Capital LLC
DECREASED2,2062,240-34-2%$533.9K$554.9K+$21.0K2026-11-04
Peak Wealth Management LLC
DECREASED2,2042,331-127-5%$555.6K$578.8K+$23.3K2026-10-26
Wolff Financial Management LLC
UNCHANGED2,1992,19900%$524.1K$547.9K+$23.8K2026-10-23
Sincerus Advisory, LLC
INCREASED2,1971,947+250+13%$464.0K$547.4K+$83.3K2026-10-09
Ethos Capital Management, Inc.
INCREASED2,1971,972+225+11%$470.0K$547.4K+$77.4K2026-11-03
Midwest Financial Partners Investments, Inc.
DECREASED2,1962,225-29-1%$530.3K$547.1K+$16.8K2026-10-08
Two West Capital Advisors LLC
DECREASED2,1962,215-19-1%$553.7K$541.7K-$12.0K2026-10-15
Stanich Group LLC
INCREASED2,1952,181+14+1%$519.8K$546.9K+$27.1K2026-10-16
Groesbeck Investment Management Corp
INCREASED2,1912,151+40+2%$513.0K$546.0K+$33.0K2026-10-26
Lifelong Wealth Advisors, Inc.
INCREASED2,1862,101+85+4%$500.8K$544.6K+$43.9K2026-10-19
Integrity Wealth Partners, LLC
NEW2,178—+2,178——$542.6K—2026-10-14
Town Capital LLC
INCREASED2,1762,155+21+1%$513.6K$542.2K+$28.5K2026-11-03
Elevate Wealth Advisory, Inc
INCREASED2,1751,609+566+35%$383.5K$541.9K+$158.4K2026-10-29
SpringVest Wealth Management LLC
INCREASED2,1711,395+776+56%$332.5K$540.9K+$208.4K2026-10-27
Quaker Wealth Management, LLC
INCREASED2,1521,863+289+16%$444.0K$536.2K+$92.1K2026-10-22
Stephen J. Garry & Associates, LLC
DECREASED2,1432,393-250-10%$570.3K$533.9K-$36.4K2026-11-05
LAM Group, Inc.
UNCHANGED2,1402,14000%$510.0K$533.2K+$23.1K2026-10-26
Loudon Investment Management, LLC
DECREASED2,1392,214-75-3%$527.7K$532.9K+$5.2K2026-11-06
GR Financial Group, LLC
DECREASED2,1302,133-30%$508.4K$530.7K+$22.3K2026-10-27
Cambridge Capital Management, LLC
UNCHANGED2,1282,12800%$507.2K$530.2K+$23.0K2026-10-19
Bucket List Wealth Management, LLC
INCREASED2,1272,067+60+3%$492.6K$530.0K+$37.4K2026-10-22
Summit Financial Consulting LLC
DECREASED2,1232,209-86-4%$526.6K$528.9K+$2.4K2026-10-15
TopTier Wealth Management, LLC
DECREASED2,1182,169-51-2%$517.0K$527.6K+$10.6K2026-10-16
Westco Advisory Services Inc
INCREASED2,1172,092+25+1%$498.6K$527.5K+$28.8K2026-10-14
Parthenon LLC
DECREASED2,1152,165-50-2%$516.0K$527.0K+$10.9K2026-10-22
Purewater Capital LLC
INCREASED2,1132,057+56+3%$490.3K$526.4K+$36.1K2026-10-23
Peterson Wealth Advisors, LLC
INCREASED2,1082,094+14+1%$499.1K$525.2K+$26.1K2026-10-08
Sterling Wealth Management, Inc.
DECREASED2,0982,099-10%$500.3K$522.7K+$22.4K2026-10-23
Lane Brothers & Co Inc
DECREASED2,0813,552-1,471-41%$846.6K$518.5K-$328.1K2026-11-02
GenWealth Group, Inc.
DECREASED2,0702,356-286-12%$561.5K$515.7K-$45.8K2026-10-16
Haven Private, LLC
INCREASED2,0641,959+105+5%$466.9K$514.2K+$47.3K2026-10-27
Essential Planning, Llc.
DECREASED2,0632,077-14-1%$495.1K$513.9K+$18.8K2026-10-21
Grace & White Inc
UNCHANGED2,0632,06300%$491.7K$514.0K+$22.3K2026-10-23
Evolution Advisers, Inc.
INCREASED2,0611,715+346+20%$408.0K$523.9K+$115.9K2026-11-06
ADE, LLC
INCREASED2,0462,040+6+0%$486.2K$509.8K+$23.5K2026-10-29
Basso Capital Management, L.P.
INCREASED2,0381,605+433+27%$382.5K$507.8K+$125.3K2026-10-30
Arbor Wealth Management Llc\az
DECREASED2,0322,178-146-7%$519.1K$506.3K-$12.8K2026-10-20
Fortitude Financial, LLC
INCREASED2,0311,871+160+9%$445.9K$506.0K+$60.1K2026-10-19
Fiscal Wisdom Wealth Management, LLC
INCREASED2,0261,690+336+20%$402.8K$504.8K+$102.0K2026-10-16
Catalyst Investment Management LLC
UNCHANGED2,0262,02600%$482.9K$504.8K+$21.9K2026-10-21
Great Point Wealth Advisors, LLC
INCREASED2,0242,008+16+1%$478.6K$504.3K+$25.7K2026-10-15
Western Financial Corp
UNCHANGED2,0212,02100%$481.7K$503.5K+$21.8K2026-10-14
Cherry Tree Wealth Management, LLC
DECREASED2,0152,136-121-6%$509.1K$502.0K-$7.1K2026-10-15
Amicus Financial Advisors, LLC
INCREASED2,0051,974+31+2%$470.5K$499.6K+$29.1K2026-11-03
Finley Financial, LLC
UNCHANGED2,0002,00000%$476.7K$496.5K+$19.8K2026-10-28
American Assets Inc
UNCHANGED2,0002,00000%$476.7K$498.3K+$21.6K2026-10-30
Financial Freedom, LLC
UNCHANGED1,9951,99500%$475.6K$497.2K+$21.6K2026-11-06
Community Bank of Raymore
UNCHANGED1,9891,98900%$474.1K$495.6K+$21.5K2026-10-23
Allen Wealth Management, LLC
DECREASED1,9812,112-131-6%$503.4K$493.6K-$9.8K2026-10-29
DeLarme Wealth Management, Inc.
DECREASED1,9762,226-250-11%$530.5K$492.3K-$38.2K2026-10-30
Shakespeare Wealth Management, LLC
DECREASED1,9742,068-94-5%$492.9K$491.9K-$9482026-10-28
Pine Haven Investment Counsel, Inc
UNCHANGED1,9731,97300%$470.2K$491.6K+$21.3K2026-11-02
John W. Brooker & Co., CPAs
INCREASED1,9691,213+756+62%$289.1K$490.6K+$201.5K2026-10-21
Topel & Distasi Wealth Management, LLC
UNCHANGED1,9691,96900%$469.3K$490.6K+$21.3K2026-11-05
NBZ Investment Advisors LLC
DECREASED1,9672,140-173-8%$510.0K$490.0K-$19.9K2026-10-30
Breakthru Advisory Services, LLC
NEW1,965—+1,965——$489.6K—2026-10-13
Polaris Investment Advisors, LLC
DECREASED1,9602,960-1,000-34%$705.5K$488.3K-$217.2K2026-10-20
Omega Financial Group, LLC
INCREASED1,9591,769+190+11%$421.7K$488.2K+$66.5K2026-10-29
Stolz & Associates, PS
UNCHANGED1,9581,95800%$466.7K$487.8K+$21.2K2026-11-05
Prodigy Asset Management LLC
UNCHANGED1,9511,95100%$465.0K$486.1K+$21.1K2026-10-28
William B. Walkup & Associates, Inc.
INCREASED1,950800+1,150+144%$190.7K$485.8K+$295.2K2026-11-05
Ergawealth Advisors, Inc.
INCREASED1,9501,926+24+1%$459.0K$485.8K+$26.8K2026-10-21
Capstone Capital Management Ltd
INCREASED1,9491,371+578+42%$326.8K$485.6K+$158.8K2026-10-21
Foronjy Financial LLC
INCREASED1,9461,733+213+12%$413.1K$484.9K+$71.8K2026-10-14
Bayban
UNCHANGED1,9431,94300%$463.1K$463.1K$02026-11-05
Clean Yield Group
UNCHANGED1,9331,93300%$460.7K$481.6K+$20.9K2026-10-28
Gainline Financial Partners, LLC
INCREASED1,9311,916+15+1%$456.6K$481.2K+$24.6K2026-10-15
Timonier Family Office, Ltd.
DECREASED1,9251,935-10-1%$461.2K$479.6K+$18.4K2026-11-03
Mann Financial Group, Inc.
INCREASED1,9221,602+320+20%$381.8K$478.9K+$97.0K2026-10-15
IAG Wealth Partners, LLC
UNCHANGED1,9221,92200%$458.1K$478.9K+$20.8K2026-11-06
Sage Investment Advisers LLC
UNCHANGED1,9201,92000%$457.6K$478.4K+$20.8K2026-10-21
DBK Financial Counsel, LLC
UNCHANGED1,9201,92000%$457.6K$478.4K+$20.8K2026-10-13
Cassilly Financial Group LLC
INCREASED1,9181,360+558+41%$324.1K$477.9K+$153.7K2026-10-07
Somerset Trust Co
UNCHANGED1,9181,91800%$457.1K$477.9K+$20.7K2026-10-13
Valley Forge Investment Consultants Inc ADV
DECREASED1,9152,415-500-21%$575.7K$477.2K-$98.5K2026-11-03
IMG Wealth Management, Inc.
INCREASED1,9141,681+233+14%$400.7K$476.9K+$76.2K2026-10-27
Clarity Capital Advisors, LLC
UNCHANGED1,8981,89800%$452.4K$472.9K+$20.5K2026-10-27
Willis Investment Counsel
UNCHANGED1,8931,89300%$451.2K$471.6K+$20.5K2026-10-20
HighRoad Wealth Advisors, LLC
DECREASED1,8922,004-112-6%$477.7K$471.5K-$6.2K2026-10-14
Towerpoint Wealth, LLC
DECREASED1,8902,540-650-26%$605.4K$470.9K-$134.5K2026-10-13
Horizon Advisory Services, Inc.
UNCHANGED1,8901,89000%$450.5K$470.9K+$20.4K2026-10-29
KWB Wealth
DECREASED1,8881,912-24-1%$455.7K$470.4K+$14.7K2026-10-16
Kingdom Financial Group Llc.
DECREASED1,8842,188-304-14%$521.5K$469.4K-$52.1K2026-11-04
Paragon Capital Management Ltd
DECREASED1,8831,946-63-3%$463.8K$469.1K+$5.3K2026-10-09
Foundation Wealth Management, Llc\pa
INCREASED1,8771,701+176+10%$405.4K$467.7K+$62.2K2026-10-14
Sylvest Advisors, LLC
DECREASED1,8771,929-52-3%$459.8K$467.7K+$7.9K2026-10-26
Yanni & Associates Investment Advisors, LLC
UNCHANGED1,8751,87500%$446.9K$467.2K+$20.3K2026-10-14
Strid Group, LLC
INCREASED1,8731,811+62+3%$431.6K$466.7K+$35.0K2026-10-28
Hudson Oak Wealth Advisory LLC
INCREASED1,8721,753+119+7%$417.8K$466.4K+$48.6K2026-10-16
Sherman Wealth Management LLC
UNCHANGED1,8701,87000%$445.7K$465.9K+$20.2K2026-10-16
Boston Standard Wealth Management, LLC
DECREASED1,8601,867-70%$453.0K$463.4K+$10.4K2026-10-07
Archer Investment Management, LLC
INCREASED1,8531,122+731+65%$267.4K$461.7K+$194.3K2026-10-13
Downshift Financial, LLC
INCREASED1,8521,547+305+20%$368.7K$461.4K+$92.7K2026-10-13
DiNuzzo Private Wealth, Inc.
DECREASED1,8481,968-120-6%$469.1K$460.4K-$8.6K2026-10-16
Financial Futures Ltd Liability Co.
NEW1,847—+1,847——$460.2K—2026-10-13
Skyline Advisors, Inc.
UNCHANGED1,8421,84200%$439.0K$458.9K+$19.9K2026-11-03
RF&L Wealth Management, LLC
INCREASED1,8401,837+3+0%$437.8K$458.4K+$20.6K2026-10-20
R. W. Roge & Company, Inc.
DECREASED1,8261,944-118-6%$463.0K$455.0K-$8.0K2026-11-04
PFS Partners, LLC
INCREASED1,8251,765+60+3%$420.7K$454.7K+$34.0K2026-10-21
Smith & Howard Wealth Management, LLC
INCREASED1,8221,341+481+36%$319.6K$454.0K+$134.4K2026-10-27
Marathon Strategic Advisors, LLC
DECREASED1,8201,865-45-2%$444.5K$453.5K+$8.9K2026-10-20
Cowa, LLC
INCREASED1,8141,714+100+6%$408.5K$452.0K+$43.4K2026-10-30
Mountain Pacific Investment Advisers LLC
INCREASED1,8101,615+195+12%$384.9K$451.0K+$66.0K2026-10-29
FSA Investment Group, LLC
DECREASED1,8033,474-1,671-48%$828.0K$449.2K-$378.8K2026-10-07
AmeriServ Wealth Advisors
DECREASED1,8032,494-691-28%$594.4K$449.2K-$145.2K2026-10-21
Scratch Capital LLC
INCREASED1,8021,591+211+13%$379.2K$449.0K+$69.8K2026-11-02
KOM Wealth Management Group, LLC
DECREASED1,8001,808-80%$430.9K$448.4K+$17.6K2026-10-15
Altus Wealth Management, LLC
UNCHANGED1,8001,80000%$429.0K$448.5K+$19.5K2026-10-13
Israel Discount Bank of New York
INCREASED1,798946+852+90%$225.5K$448.0K+$222.5K2026-10-14
Farnam Financial LLC
DECREASED1,7981,858-60-3%$442.8K$449.5K+$6.7K2026-10-21
Destiny Capital Corp
INCREASED1,7961,059+737+70%$252.3K$447.6K+$195.3K2026-11-03
McGrath & Associates, Inc.
NEW1,793—+1,793——$445.2K—2026-10-27
Cedar Point Capital Partners, LLC
INCREASED1,7921,774+18+1%$422.8K$446.5K+$23.7K2026-10-29
Spring Capital Management, LLC
UNCHANGED1,7921,79200%$427.1K$446.5K+$19.4K2026-10-09
Ti-Trust, Inc
UNCHANGED1,7901,79000%$426.6K$446.0K+$19.4K2026-10-21
Certior Financial Group, LLC
DECREASED1,7892,328-539-23%$554.9K$445.7K-$109.1K2026-10-19
Wilkins Miller Wealth Management, LLC
DECREASED1,7871,896-109-6%$451.9K$445.2K-$6.7K2026-10-13
BancFirst Trust & Investment Management
DECREASED1,7852,876-1,091-38%$690.6K$440.3K-$250.3K2026-10-30
Aufman Associates Inc
INCREASED1,7841,559+225+14%$371.5K$444.4K+$72.9K2026-11-04
Midwest Heritage Bank, FSB
UNCHANGED1,7751,77500%$423.1K$442.2K+$19.2K2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW1,773—+1,773——$441.7K—2026-10-13
TL Private Wealth
DECREASED1,7691,824-55-3%$448.7K$459.0K+$10.4K2026-10-13
Wagner Wealth Management, Corp
DECREASED1,7654,101-2,336-57%$977.5K$439.8K-$537.7K2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED1,7631,76300%$420.2K$439.3K+$19.1K2026-10-30
Legacy Solutions, LLC
DECREASED1,7501,976-226-11%$471.0K$436.0K-$34.9K2026-10-07
United Financial Planning Group LLC
INCREASED1,7421,718+24+1%$409.5K$434.0K+$24.6K2026-11-04
Curat Global, LLC
UNCHANGED1,7401,74000%$408.1K$433.5K+$25.4K2026-10-26
Argyle Capital Management, LLC
UNCHANGED1,7391,73900%$414.5K$433.3K+$18.8K2026-10-28
Dmkc Advisory Services, LLC
DECREASED1,7364,085-2,349-57%$973.6K$432.5K-$541.1K2026-11-04
Birch Capital Management, LLC
INCREASED1,7301,680+50+3%$400.4K$431.0K+$30.6K2026-10-27
Gallacher Capital Management LLC
INCREASED1,7271,309+418+32%$312.0K$430.3K+$118.3K2026-10-30
Wespac Advisors, LLC
DECREASED1,7252,034-309-15%$484.8K$429.7K-$55.1K2026-10-26
Brookmont Capital Management
INCREASED1,7251,577+148+9%$375.9K$429.8K+$53.9K2026-10-23
Halter Ferguson Financial Inc.
DECREASED1,71740,371-38,654-96%$9.6M$427.8K-$9.2M2026-10-21
Oliver Luxxe Assets LLC
DECREASED1,7171,740-23-1%$414.8K$427.8K+$13.0K2026-10-14
LCW Services, LLC
UNCHANGED1,7171,71700%$409.2K$427.8K+$18.6K2026-10-21
Veltria Advisors Corp.
DECREASED1,7101,839-129-7%$438.3K$426.0K-$12.3K2026-11-05
Hegarty Advisors, LLC
DECREASED1,7081,847-139-8%$440.2K$425.5K-$14.7K2026-10-20
Ifrah Financial Services, Inc.
DECREASED1,7052,081-376-18%$496.1K$424.8K-$71.2K2026-10-13
Corundum Trust Company, Inc
UNCHANGED1,7031,70300%$405.9K$424.3K+$18.4K2026-10-29
Innovative Wealth Building LLC
INCREASED1,7011,538+163+11%$366.6K$423.8K+$57.2K2026-10-14
Larry Mathis Financial Planning, LLC
DECREASED1,6964,544-2,848-63%$1.1M$422.6K-$660.5K2026-10-26
Arwa LLC
INCREASED1,6921,477+215+15%$369.1K$437.5K+$68.4K2026-10-21
Inman Jager Wealth Management, LLC
DECREASED1,6911,788-97-5%$426.2K$421.3K-$4.8K2026-11-05
Fortune Financial Group, Inc.
DECREASED1,6871,692-50%$403.3K$420.3K+$17.0K2026-10-22
Brown Financial Advisory
DECREASED1,6832,318-635-27%$552.5K$419.3K-$133.2K2026-11-05
WealthPoint Financial, LLC
DECREASED1,6822,026-344-17%$482.9K$419.1K-$63.8K2026-11-03
Omni 360 Wealth, Inc.
INCREASED1,6751,197+478+40%$285.3K$417.3K+$132.0K2026-10-13
Comprehensive Wealth Management, LLC
INCREASED1,6751,589+86+5%$378.7K$417.3K+$38.6K2026-11-02
Hubbell Strickland Wealth Management, LLC
INCREASED1,6661,653+13+1%$394.1K$415.1K+$21.1K2026-10-29
Bonfire Financial
DECREASED1,6622,183-521-24%$520.4K$414.1K-$106.3K2026-11-06
Lionsbridge Wealth Management LLC
DECREASED1,6561,789-133-7%$426.4K$412.6K-$13.8K2026-10-26
Peirce Capital Management, LLC
INCREASED1,6521,196+456+38%$285.1K$411.6K+$126.5K2026-10-19
Jmac Enterprises LLC
UNCHANGED1,6521,65200%$393.7K$411.6K+$17.9K2026-10-30
Tabr Capital Management, LLC
DECREASED1,6511,670-19-1%$398.0K$411.3K+$13.3K2026-10-20
KFG LLC
NEW1,649—+1,649——$410.8K—2026-11-02
Verity & Verity, LLC
DECREASED1,6431,696-53-3%$404.2K$409.4K+$5.1K2026-10-23
Good Steward Wealth Advisors,LLC
DECREASED1,6431,669-26-2%$397.8K$409.4K+$11.6K2026-11-06
Sound Financial Strategies Group, LLC
DECREASED1,6361,646-10-1%$392.3K$407.6K+$15.3K2026-10-30
Graham Capital Wealth Management, LLC
DECREASED1,6351,712-77-4%$408.0K$407.3K-$6812026-10-26
Benchmark Financial, LLC
DECREASED1,6301,631-10%$388.7K$406.1K+$17.4K2026-10-16
BFI Infinity Ltd.
UNCHANGED1,6301,63000%$388.5K$406.1K+$17.6K2026-10-16
Provident Trust Co
UNCHANGED1,6181,61800%$385.6K$403.1K+$17.5K2026-10-29
Sound Portfolio Advisors, LLC
INCREASED1,6171,575+42+3%$375.4K$402.9K+$27.5K2026-11-05
Mullooly Asset Management, Inc.
DECREASED1,6111,631-20-1%$388.7K$401.4K+$12.6K2026-10-30
Capstone Capital LLC
DECREASED1,6031,605-20%$382.5K$399.4K+$16.9K2026-10-14
Lawson Kroeker Investment Management Inc
UNCHANGED1,6001,60000%$381.3K$398.6K+$17.3K2026-10-22
Collaborative Wealth Managment Inc.
INCREASED1,5891,529+60+4%$364.4K$395.9K+$31.5K2026-11-06
Navigate Wealth Management, LLC
INCREASED1,5881,560+28+2%$385.7K$416.7K+$31.1K2026-10-14
Reicon Wealth Advisors, LLC
DECREASED1,5851,603-18-1%$382.1K$395.0K+$12.8K2026-11-04
Gutierrez Wealth Advisory, LLC
NEW1,583—+1,583——$394.4K—2026-11-02
Cornerstone Advisors Asset Management, LLC
INCREASED1,5821,492+90+6%$355.6K$394.2K+$38.6K2026-11-06
Armbruster Capital Management, Inc.
INCREASED1,5761,547+29+2%$368.7K$392.7K+$23.9K2026-10-19
IMPACTfolio, LLC
DECREASED1,5751,625-50-3%$387.3K$392.4K+$5.1K2026-10-28
Strategic Advisory Partners, LLC
DECREASED1,5751,588-13-1%$378.5K$392.4K+$13.9K2026-11-06
Delta Wealth Advisors LLC
UNCHANGED1,5731,57300%$374.9K$391.9K+$17.0K2026-10-09
Master's Wealth Management Inc.
INCREASED1,5711,245+326+26%$296.7K$391.4K+$94.7K2026-10-22
LifeGuide Financial Advisors, LLC
DECREASED1,5651,642-77-5%$391.4K$389.9K-$1.4K2026-10-20
Nottingham Advisors, Inc.
DECREASED1,5502,669-1,119-42%$667.2K$384.8K-$282.5K2026-10-29
Wrenne Financial Planning LLC
UNCHANGED1,5471,54700%$368.7K$385.5K+$16.7K2026-10-30
Brighton Securities Corp.
INCREASED1,5461,509+37+2%$359.7K$385.2K+$25.5K2026-10-08
Dahring | Cusmano LLC
INCREASED1,5451,525+20+1%$363.5K$384.9K+$21.5K2026-11-03
OFC Financial Planning, LLC
DECREASED1,5401,562-22-1%$372.3K$383.7K+$11.4K2026-11-06
Turning Point Benefit Group, Inc.
INCREASED1,5401,534+6+0%$367.6K$382.3K+$14.7K2026-10-28
Disciplined Equity Management, Inc.
UNCHANGED1,5401,54000%$367.0K$383.7K+$16.6K2026-10-14
Hudson Capital Management LLC
INCREASED1,5391,500+39+3%$357.5K$383.4K+$25.9K2026-10-20
Blue Water Asset Management
INCREASED1,5371,423+114+8%$339.2K$382.9K+$43.8K2026-11-04
Sage Financial Management Group, Inc.
DECREASED1,5371,590-53-3%$379.0K$382.9K+$4.0K2026-11-06
GreatBanc Trust Co
INCREASED1,5341,477+57+4%$352.0K$382.2K+$30.2K2026-11-04
ADG Wealth Management Group, LLC
INCREASED1,5311,528+3+0%$364.2K$381.4K+$17.3K2026-10-23
Vericrest Private Wealth
UNCHANGED1,5311,53100%$364.9K$381.4K+$16.6K2026-10-21
Financial Advisory Partners, LLC
DECREASED1,5301,600-70-4%$381.3K$381.2K-$1442026-10-23
Reyes Financial Architecture, Inc.
INCREASED1,5301,526+4+0%$363.7K$381.2K+$17.5K2026-10-22
Keystone Global Partners, LLC
INCREASED1,5241,424+100+7%$339.4K$379.7K+$40.3K2026-10-13
F&V Capital Management, LLC
UNCHANGED1,5151,51500%$361.0K$377.0K+$16.0K2026-10-19
JLB & Associates Inc
UNCHANGED1,5141,51400%$360.8K$360.8K$02026-10-27
Andina Capital Management, LLC
INCREASED1,5071,357+150+11%$323.4K$375.4K+$52.0K2026-10-21
Entrust Financial LLC
DECREASED1,5051,591-86-5%$379.2K$375.0K-$4.2K2026-11-04
Mainsail Financial Group, LLC
DECREASED1,5041,514-10-1%$360.8K$374.7K+$13.9K2026-10-23
Oath Planning, LLC
NEW1,503—+1,503——$374.6K—2026-10-20
Evexia Wealth LLC
DECREASED1,4991,544-45-3%$438.5K$373.4K-$65.1K2026-11-05
Stone Summit Wealth LLC
DECREASED1,4971,885-388-21%$449.3K$373.0K-$76.3K2026-10-14
Team Financial Group, LLC
INCREASED1,4891,486+3+0%$354.2K$371.0K+$16.8K2026-10-30
MontVue Capital Management, Inc.
UNCHANGED1,4821,48200%$353.2K$369.2K+$16.0K2026-10-19
Clientfirst Wealth Management, LLC
UNCHANGED1,4801,48000%$352.7K$368.7K+$16.0K2026-11-04
Trace Wealth Advisors, LLC
DECREASED1,4784,514-3,036-67%$1.1M$368.2K-$707.6K2026-10-30
Lountzis Asset Management, LLC
NEW1,476—+1,476——$367.7K—2026-10-30
Uncommon Cents Investing Inc
INCREASED1,466955+511+54%$227.6K$365.3K+$137.6K2026-10-20
CSP Financial Group, LLC
INCREASED1,4651,376+89+6%$328.0K$365.0K+$37.0K2026-10-26
Stegent Equity Advisors, Inc.
INCREASED1,4621,423+39+3%$339.2K$364.3K+$25.1K2026-10-13
ETF Portfolio Partners, Inc.
UNCHANGED1,4601,46000%$348.0K$363.8K+$15.8K2026-10-22
J2 Capital Management Inc
DECREASED1,4591,540-81-5%$367.0K$363.5K-$3.5K2026-10-19
Triune Financial Partners, LLC
INCREASED1,4571,371+86+6%$326.8K$363.0K+$36.2K2026-11-03
Holcombe Financial, Inc.
DECREASED1,4551,559-104-7%$371.6K$362.5K-$9.1K2026-10-16
Koenig Investment Advisory, LLC
DECREASED1,4521,461-9-1%$348.2K$361.8K+$13.6K2026-10-09
Wealth Forward, LLC
INCREASED1,4431,351+92+7%$322.0K$359.5K+$37.5K2026-10-14
Schwallier Wealth Management LLC
DECREASED1,4371,683-246-15%$401.1K$358.0K-$43.1K2026-11-05
Junk Investment Group, LLC
UNCHANGED1,4331,43300%$341.5K$357.0K+$15.5K2026-10-19
Grove Street Fiduciary, LLC
UNCHANGED1,4301,43000%$340.8K$356.3K+$15.5K2026-10-13
McCarthy Asset Management, Inc.
UNCHANGED1,4281,42800%$340.4K$355.8K+$15.4K2026-10-20
Bedminster, LLC
DECREASED1,4241,651-227-14%$393.5K$354.8K-$38.7K2026-11-04
Asset Allocation & Management Company, LLC
UNCHANGED1,4221,42200%$339.0K$354.0K+$15.0K2026-10-13
Auctus Advisors LLC
INCREASED1,4161,197+219+18%$285.3K$352.8K+$67.5K2026-10-23
MB, Levis & Associates, LLC
INCREASED1,4111,407+4+0%$335.3K$351.6K+$16.2K2026-10-16
Three Bridge Wealth Advisors, LLC
INCREASED1,4091,407+2+0%$335.3K$351.1K+$15.7K2026-11-05
Bridgelight Financial Advisors, Inc.
INCREASED1,405852+553+65%$203.1K$350.0K+$146.9K2026-10-20
Fifth Third Securities, Inc.
NEW1,404—+1,404——$349.8K—2026-10-21
5th Street Advisors, LLC
DECREASED1,4011,512-111-7%$360.4K$349.1K-$11.3K2026-11-04
Compound Global Advisors, LLC
INCREASED1,4001,250+150+12%$297.9K$348.8K+$50.9K2026-10-20
Solitude Financial Services
INCREASED1,4001,292+108+8%$307.9K$348.8K+$40.9K2026-10-26
Harvey Investment Co LLC
UNCHANGED1,4001,40000%$334.0K$349.0K+$15.0K2026-10-20
Kaydan Wealth Management, Inc.
DECREASED1,3981,458-60-4%$347.5K$348.3K+$8122026-10-08
Kagan Cocozza Asset Management
UNCHANGED1,3951,39500%$332.5K$347.6K+$15.1K2026-10-19
Integras Partners LLC
INCREASED1,3931,273+120+9%$303.5K$347.1K+$43.7K2026-10-30
ARK & TLK Investments, LLC
INCREASED1,3931,373+20+1%$327.2K$347.1K+$19.8K2026-10-20
Zenith Solutions, Inc.
INCREASED1,3901,157+233+20%$275.9K$346.3K+$70.4K2026-10-19
Cobblestone Asset Management LLC
DECREASED1,3871,397-10-1%$333.0K$345.6K+$12.6K2026-10-13
Hofer & Associates. Inc
DECREASED1,38113,425-12,044-90%$3.2M$344.1K-$2.9M2026-10-13
RED Crane Wealth Management, LLC
DECREASED1,3811,632-251-15%$389.0K$344.1K-$44.9K2026-10-14
Milestones Private Investment Advisors LLC
UNCHANGED1,3811,38100%$329.1K$344.1K+$14.9K2026-10-19
Heffernan Advisory, Inc
NEW1,376—+1,376——$342.8K—2026-10-13
Horizons Wealth Management
NEW1,373—+1,373——$342.1K—2026-10-05
Straight Path Wealth Management
NEW1,367—+1,367——$340.6K—2026-10-23
Kelsey Financial, LLC
DECREASED1,3661,381-15-1%$329.1K$340.3K+$11.2K2026-10-28
Harbor Group, Inc.
UNCHANGED1,3651,36500%$325.3K$340.0K+$14.8K2026-10-14
SWP Financial LLC
INCREASED1,3631,132+231+20%$269.8K$339.6K+$69.8K2026-10-23
Ridgepath Capital Management LLC
DECREASED1,35912,168-10,809-89%$2.9M$338.6K-$2.6M2026-10-29
Midway Capital Research & Management
INCREASED1,3581,132+226+20%$269.8K$338.3K+$68.5K2026-10-20
Home Federal Bank of Tennessee
DECREASED1,3572,657-1,300-49%$633.3K$338.1K-$295.2K2026-10-15
Guardian Wealth Advisors, LLC
INCREASED1,3531,093+260+24%$260.5K$342.4K+$81.9K2026-10-30
Joel Adams & Associates, Inc.
UNCHANGED1,3511,35100%$322.0K$336.6K+$14.6K2026-11-02
Monetary Solutions, Ltd
INCREASED1,3501,337+13+1%$318.7K$336.4K+$17.7K2026-10-22
Cedar Mountain Advisors, LLC
DECREASED1,3421,629-287-18%$388.3K$334.4K-$53.9K2026-10-15
Barry Investment Advisors, LLC
UNCHANGED1,3401,34000%$319.4K$333.9K+$14.5K2026-10-14
RHL Group, LLC
NEW1,335—+1,335——$332.5K—2026-11-04
Moisand Fitzgerald Tamayo, LLC
INCREASED1,3301,042+288+28%$248.4K$331.4K+$83.0K2026-10-15
DWM Financial Group, Inc.
INCREASED1,3281,151+177+15%$265.7K$330.9K+$65.2K2026-10-28
Aull & Monroe Investment Management Corp
DECREASED1,3211,521-200-13%$362.4K$329.0K-$33.4K2026-10-16
First International Bank of Israel Ltd.
DECREASED1,3171,348-31-2%$321.3K$328.1K+$6.8K2026-11-04
Wealthcare Capital Management LLC
INCREASED1,3161,309+7+1%$312.0K$327.9K+$15.9K2026-10-21
Pioneer Wealth Management Group
NEW1,315—+1,315——$327.6K—2026-10-09
Focus Wealth Advisors, LLC
UNCHANGED1,3111,31100%$312.5K$326.6K+$14.2K2026-10-14
Lloyd Advisory Services, Llc.
DECREASED1,2951,318-23-2%$314.1K$322.8K+$8.6K2026-11-02
Compass Financial Group, Inc.
INCREASED1,2891,113+176+16%$265.3K$321.2K+$55.9K2026-11-06
Physician Wealth Solutions Inc.
UNCHANGED1,2851,28500%$306.3K$320.2K+$13.9K2026-10-14
Measured Risk Portfolios, Inc.
DECREASED1,2811,360-79-6%$324.1K$319.2K-$5.0K2026-10-21
Semitam Bonam LLC
DECREASED1,2811,309-28-2%$312.0K$319.1K+$7.1K2026-10-27
Prosperity Planning, Inc.
INCREASED1,2751,023+252+25%$243.8K$317.7K+$73.8K2026-10-09
TME Financial, Inc.
INCREASED1,2681,224+44+4%$291.7K$315.9K+$24.2K2026-10-14
BCU Wealth Advisors, LLC
DECREASED1,2631,293-30-2%$308.2K$314.7K+$6.5K2026-10-16
BCO Wealth Management LLC
UNCHANGED1,2631,26300%$301.0K$314.7K+$13.7K2026-10-14
Nestegg Advisors, Inc.
UNCHANGED1,2631,26300%$301.0K$314.7K+$13.7K2026-10-21
Stewardship Concepts Financial Services LLC
INCREASED1,261939+322+34%$223.8K$314.2K+$90.4K2026-10-06
Arnold Financial Planning LLC
INCREASED1,260924+336+36%$220.2K$313.9K+$93.7K2026-10-20
Albert D Mason Inc
NEW1,257—+1,257——$313.2K—2026-10-27
Jordan Park Trust Co LLC
DECREASED1,2571,317-60-5%$313.9K$313.2K-$7132026-10-19
Mills Wealth Advisors LLC
INCREASED1,2471,047+200+19%$249.5K$310.7K+$61.1K2026-10-22
ATX Financial Planning, LLC
INCREASED1,246937+309+33%$223.3K$310.4K+$87.1K2026-10-14
Mokosak Advisory Group, LLC
INCREASED1,2431,220+23+2%$290.8K$309.7K+$18.9K2026-10-20
O'Brien Greene & Co. Inc
UNCHANGED1,2391,23900%$295.3K$308.7K+$13.4K2026-11-05
FSA Wealth Partners, Inc.
INCREASED1,232895+337+38%$213.3K$307.0K+$93.6K2026-10-26
Core Wealth Management, Inc.
DECREASED1,2303,644-2,414-66%$868.5K$306.5K-$562.1K2026-10-22
CFC Planning Co LLC
INCREASED1,2301,090+140+13%$259.8K$306.5K+$46.7K2026-10-28
Ridgeline Wealth, LLC
UNCHANGED1,2301,23000%$293.0K$317.9K+$24.9K2026-10-14
Guidance Point Advisors, LLC
INCREASED1,2291,227+2+0%$292.4K$306.2K+$13.8K2026-10-15
Phillip James Consulting Co.
UNCHANGED1,2261,22600%$292.2K$305.5K+$13.3K2026-11-03
Lockerman Financial Group, Inc.
INCREASED1,2221,056+166+16%$251.7K$304.5K+$52.8K2026-10-19
Hiley Hunt Wealth Management
INCREASED1,2221,197+25+2%$285.3K$304.5K+$19.2K2026-10-08
Hillcrest Wealth Advisors - NY, LLC
INCREASED1,2111,140+71+6%$271.7K$301.7K+$30.0K2026-10-22
Yardley Wealth Management LLC
DECREASED1,2101,390-180-13%$331.3K$301.5K-$29.8K2026-10-23
Guardian Financial Partners, LLC
INCREASED1,2081,015+193+19%$241.9K$301.0K+$59.1K2026-11-04
Gleason Group, Inc.
INCREASED1,2041,200+4+0%$286.0K$300.0K+$14.0K2026-10-15
Seven Post Investment Office LP
UNCHANGED1,2001,20000%$286.0K$299.0K+$13.0K2026-10-26
Gladwyn Financial Advisors, Inc.
UNCHANGED1,1991,19900%$285.8K$298.8K+$13.0K2026-10-05
MidAtlantic Capital Management, Inc.
UNCHANGED1,1981,19800%$285.5K$298.5K+$13.0K2026-11-05
Flagship Private Wealth, LLC
DECREASED1,1911,467-276-19%$349.6K$296.7K-$52.9K2026-11-05
R Squared Ltd
DECREASED1,1882,320-1,132-49%$552.9K$296.0K-$257.0K2026-11-06
Madson Wealth Advisors Inc
UNCHANGED1,1881,18800%$283.1K$296.0K+$12.8K2026-10-13
Saybrook Capital
UNCHANGED1,1851,18500%$282.4K$295.2K+$12.8K2026-10-27
GoalFusion Wealth Management, LLC
INCREASED1,184910+274+30%$216.9K$295.0K+$78.1K2026-10-06
ACT Wealth Management, LLC
DECREASED1,1731,273-100-8%$303.4K$292.3K-$11.2K2026-10-09
NewCorp Financial Services, Inc.
DECREASED1,1671,174-7-1%$279.8K$290.8K+$10.9K2026-10-14
Greg Jennings, LLC
NEW1,162—+1,162——$289.5K—2026-10-19
EnRich Financial Partners LLC
INCREASED1,159991+168+17%$236.1K$288.7K+$52.6K2026-10-21
Kirr Marbach & Co LLC
UNCHANGED1,1591,15900%$276.2K$288.8K+$12.5K2026-10-20
Prairiewood Capital, LLC
INCREASED1,1581,069+89+8%$254.8K$288.5K+$33.7K2026-10-16
Graetz Wealth LLC
INCREASED1,1561,107+49+4%$263.7K$287.9K+$24.2K2026-10-27
Hippocratic Financial Advisors, LLC
INCREASED1,1551,109+46+4%$264.4K$287.8K+$23.5K2026-10-13
Madrid Financial Services
UNCHANGED1,1501,15000%$274.1K$286.5K+$12.4K2026-11-03
Nvest Wealth Strategies, Inc.
UNCHANGED1,1501,15000%$274.1K$286.5K+$12.4K2026-10-14
Sfam, LLC
DECREASED1,1471,272-125-10%$303.2K$285.8K-$17.4K2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED1,1361,13600%$270.8K$283.0K+$12.3K2026-10-23
WBI Investments, LLC
DECREASED1,1347,872-6,738-86%$1.9M$282.6K-$1.6M2026-11-05
Marotta Asset Management
DECREASED1,1278,808-7,681-87%$2.1M$280.8K-$1.8M2026-10-02
Eiger Wealth Management, LLC
INCREASED1,124912+212+23%$217.4K$280.1K+$62.7K2026-11-03
Rodgers & Associates, LTD
INCREASED1,1241,116+8+1%$266.0K$280.0K+$14.1K2026-10-20
Vaughan & Co Securities, Inc.
INCREASED1,1231,115+8+1%$265.8K$279.9K+$14.1K2026-10-23
Price Financial Group Wealth Management, Inc
INCREASED1,1211,083+38+4%$266.2K$290.6K+$24.4K2026-11-02
Swmg, LLC
NEW1,113—+1,113——$278.7K—2026-10-23
Fullerton Advisors, LLC
INCREASED1,1131,091+22+2%$260.0K$277.3K+$17.3K2026-10-14
Intelligent Financial Strategies
INCREASED1,1071,000+107+11%$238.3K$275.8K+$37.5K2026-10-16
Northwest Wealth Advisors, LLC
DECREASED1,1061,107-10%$263.8K$275.6K+$11.7K2026-11-02
Sharkey, Howes & Javer
UNCHANGED1,0981,09800%$261.7K$273.6K+$11.9K2026-10-22
Leading Edge Financial Planning LLC
DECREASED1,0971,540-443-29%$367.0K$273.3K-$93.7K2026-10-23
High Probability Advisors, LLC
UNCHANGED1,0961,09600%$261.2K$273.1K+$11.8K2026-10-19
Family Wealth Partners, LLC
NEW1,094—+1,094——$272.6K—2026-10-20
Melone Private Wealth, LLC
UNCHANGED1,0771,07700%$256.7K$268.3K+$11.6K2026-10-16
JHP Wealth Management, LLC
UNCHANGED1,0731,07300%$255.7K$267.3K+$11.6K2026-11-06
Merited Wealth, LLC
DECREASED1,0681,084-16-1%$258.4K$266.1K+$7.7K2026-10-13
Cypress Capital, LLC
DECREASED1,0651,700-635-37%$405.2K$265.4K-$139.8K2026-10-20
Belleair Asset Management, LLC
UNCHANGED1,0611,06100%$252.9K$264.3K+$11.5K2026-11-03
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED1,0601,06000%$252.6K$264.1K+$11.5K2026-10-27
Farrow Financial, Inc.
UNCHANGED1,0581,05800%$252.2K$263.6K+$11.4K2026-10-30
Approach Retirement Advisors, LLC
DECREASED1,0541,081-27-2%$257.6K$262.6K+$5.0K2026-10-22
Main Line Retirement Advisors, LLC
UNCHANGED1,0491,04900%$250.0K$261.4K+$11.3K2026-10-14
Wright Wealth LLC
UNCHANGED1,0471,04700%$249.4K$260.7K+$11.3K2026-10-29
Builder Investment Group Inc
UNCHANGED1,0441,04400%$248.8K$260.1K+$11.3K2026-10-22
Compass Financial Group, Inc. (Ohio)
UNCHANGED1,0391,03900%$247.6K$258.9K+$11.2K2026-10-19
Retireful, LLC
INCREASED1,035900+135+15%$214.5K$257.9K+$43.4K2026-10-09
Sterling Investment Management, LLC
DECREASED1,0351,075-40-4%$256.2K$257.9K+$1.7K2026-10-16
James Reed Financial Services, Inc.
UNCHANGED1,0341,03400%$246.4K$257.6K+$11.2K2026-10-26
Williams Financial, LLC
UNCHANGED1,0281,02800%$245.0K$256.1K+$11.1K2026-10-19
Stephenson & Company, Inc.
DECREASED1,0271,127-100-9%$268.6K$255.9K-$12.7K2026-10-30
Crosspoint Financial, LLC
UNCHANGED1,0211,02100%$243.3K$254.4K+$11.0K2026-11-03
Adirondack Capital Advisors, LLC
DECREASED1,0201,265-245-19%$301.5K$254.1K-$47.4K2026-10-09
Uptown Financial Advisors LLC
UNCHANGED1,0111,01100%$241.0K$251.9K+$10.9K2026-10-15
Ackerman Capital Advisors, LLC
NEW1,010—+1,010——$251.6K—2026-10-30
Salus Financial Advisors, LLC
NEW1,006—+1,006——$250.6K—2026-10-20
Letson Investment Management, Inc.
UNCHANGED1,0031,00300%$239.1K$249.9K+$10.8K2026-11-05
Orca Wealth Management, LLC
NEW1,000—+1,000——$249.2K—2026-10-14
Roth Financial Partners LLC
DECREASED1,0002,000-1,000-50%$476.7K$249.2K-$227.5K2026-10-06
Letko, Brosseau & Associates Inc
DECREASED1,0001,100-100-9%$262.2K$249.2K-$13.0K2026-11-06
Investment Management Associates Inc
UNCHANGED1,0001,00000%$238.3K$249.2K+$10.8K2026-10-29
Oakland Financial Corp
UNCHANGED1,0001,00000%$238.3K$249.2K+$10.8K2026-11-05
Infinity Wealth Counsel, LLC
DECREASED9931,093-100-9%$260.5K$247.4K-$13.1K2026-10-15
Alpha Wealth Funds, LLC
DECREASED9902,589-1,599-62%$617.8K$246.7K-$371.1K2026-11-05
Ipsen Advisor Group LLC
UNCHANGED99099000%$235.9K$246.6K+$10.7K2026-10-29
Verisail Partners, LLC
NEW987—+987——$245.9K—2026-10-19
GEN Financial Management, Inc.
INCREASED986979+7+1%$233.3K$245.7K+$12.3K2026-10-13
Retirement Investment Advisors, Inc.
UNCHANGED98598500%$243.6K$245.4K+$1.8K2026-10-22
BCM Advisors, LLC
DECREASED9811,694-713-42%$393.2K$235.8K-$157.4K2026-11-03
Sentinel Advisory Group, LLC
INCREASED981920+61+7%$219.3K$244.4K+$25.1K2026-10-20
Marks Wealth, LLC
UNCHANGED98098000%$233.6K$244.2K+$10.6K2026-10-30
OxenFree Capital LLC
DECREASED9791,063-84-8%$261.5K$250.9K-$10.6K2026-10-07
Marquette Asset Management, LLC
UNCHANGED97497400%$232.1K$242.7K+$10.5K2026-10-09
Maseco LLP
DECREASED9731,331-358-27%$317.1K$242.4K-$74.6K2026-10-27
Redstone Wealth Management, LLC
NEW970—+970——$241.7K—2026-10-20
Briggs Wealth Management, Inc
UNCHANGED96996900%$231.0K$241.4K+$10.5K2026-10-26
Walker Financial Services, Inc.
NEW967—+967——$240.9K—2026-10-26
Gimbal Financial
DECREASED9651,058-93-9%$252.2K$240.4K-$11.7K2026-10-19
Kings Path Partners LLC
UNCHANGED96596500%$230.0K$240.4K+$10.4K2026-10-21
Guardian Wealth Management, LLC
DECREASED963988-25-3%$235.5K$239.9K+$4.5K2026-10-14
Rebalance, LLC
INCREASED961896+65+7%$213.6K$239.4K+$25.9K2026-10-22
Elevation Capital Advisory, LLC
DECREASED9601,020-60-6%$243.1K$239.2K-$3.9K2026-10-29
Cardinal Strategic Wealth Guidance
UNCHANGED94894800%$225.9K$236.2K+$10.2K2026-11-02
S. R. Schill & Associates
UNCHANGED94594500%$225.2K$235.4K+$10.2K2026-10-20
Friedenthal Financial
UNCHANGED94394300%$224.8K$234.9K+$10.2K2026-10-27
Good Harbor Advisors, Inc.
DECREASED9421,167-225-19%$278.1K$234.7K-$43.4K2026-10-20
Fusion Family Wealth, LLC
UNCHANGED94294200%$224.5K$234.7K+$10.2K2026-11-02
Prism Advisors, Inc.
UNCHANGED94194100%$224.3K$239.1K+$14.8K2026-10-09
Tanglewood Wealth Management, Inc.
INCREASED936856+80+9%$204.0K$233.2K+$29.2K2026-10-23
Attessa Capital LLC
DECREASED9251,030-105-10%$245.5K$230.5K-$15.0K2026-10-09
Quarry Hill Advisors, LLC
NEW919—+919——$229.0K—2026-11-04
Global View Capital Management LLC
DECREASED9121,159-247-21%$276.2K$227.2K-$49.0K2026-10-28
Brown Capital Management LLC
UNCHANGED90390300%$215.2K$225.0K+$9.8K2026-10-27
Family CFO Inc
INCREASED900899+1+0%$214.3K$224.2K+$10.0K2026-10-30
Brindle & Bay Financial Advisors, LLC
NEW899—+899——$224.1K—2026-10-15
Strategic Equity Management
DECREASED8961,436-540-38%$342.2K$223.3K-$118.9K2026-11-04
Lifetime Wealth Management P.C.
DECREASED8931,428-535-37%$340.4K$222.5K-$117.9K2026-10-29
Tandem Investment Advisors, Inc.
DECREASED8841,015-131-13%$241.9K$220.2K-$21.7K2026-11-04
Trinity Wealth Management, LLC
DECREASED8831,064-181-17%$253.6K$220.0K-$33.6K2026-10-13
Bayshore Capital Advisors, LLC
UNCHANGED87887800%$209.3K$218.8K+$9.5K2026-11-02
Lee, Kelleher & Klein Wealth Management
UNCHANGED86886800%$206.9K$216.3K+$9.4K2026-10-08
Mader & Shannon Wealth Management, Inc.
NEW864—+864——$215.3K—2026-11-02
Babb Wealth Advisors LLC
NEW860—+860——$214.3K—2026-10-30
Clear Retirement Advice LLC
NEW860—+860——$214.3K—2026-10-22
Sims Investment Management, LLC
DECREASED859869-10-1%$207.4K$211.5K+$4.1K2026-10-13
Bare Financial Services, Inc
INCREASED856812+44+5%$193.5K$213.3K+$19.7K2026-11-04
SRH Advisors, LLC
INCREASED856820+36+4%$195.4K$213.3K+$17.8K2026-10-22
Tandem Investment Partners LLC
INCREASED855850+5+1%$202.6K$213.0K+$10.4K2026-10-16
Winnacle Wealth LLC
NEW853—+853——$212.4K—2026-10-15
Websterrogers Financial Advisors, LLC
UNCHANGED85285200%$203.1K$212.3K+$9.2K2026-11-02
Luminvest Wealth Management LLC
DECREASED8491,566-717-46%$373.2K$211.5K-$161.7K2026-10-14
Suncoast Equity Management
NEW848—+848——$211.3K—2026-11-03
Guided Capital Wealth Management, LLC
NEW846—+846——$210.8K—2026-10-21
Corepath Wealth Partners LLC
DECREASED8411,747-906-52%$425.5K$218.5K-$207.0K2026-10-21
InvesTrust
DECREASED8401,380-540-39%$328.9K$209.3K-$119.6K2026-10-14
Crystal Cove Asset Management, LLC
UNCHANGED84084000%$200.2K$209.3K+$9.1K2026-11-06
Cornerstone Wealth Advisors, Inc.
DECREASED839906-67-7%$215.9K$209.0K-$6.9K2026-10-16
Northwest Financial Advisors
DECREASED837862-25-3%$205.4K$208.5K+$3.1K2026-10-27
Keener Financial Planning LLC
NEW832—+832——$207.2K—2026-11-06
Upper Left Wealth Management, LLC
NEW822—+822——$204.8K—2026-10-14
Auour Investments LLC
NEW818—+818——$203.8K—2026-10-28
Evergreen Advisors, LLC
NEW818—+818——$203.8K—2026-10-28
Dorato Capital Management
UNCHANGED81781700%$200.4K$212.4K+$11.9K2026-10-08
Keating Investment Counselors Inc
NEW807—+807——$201.1K—2026-10-14
St. Louis Financial Planners Asset Management, LLC
DECREASED80614,520-13,714-94%$3.5M$200.3K-$3.3M2026-10-16
Strategic Advocates LLC
DECREASED806845-39-5%$201.4K$200.8K-$5822026-11-03
Thomas Story & SON LLC
NEW805—+805——$200.6K—2026-10-13
Birchwood Financial Partners, Inc.
INCREASED801701+100+14%$167.1K$199.6K+$32.5K2026-11-02
Carolina Wealth Advisors, LLC
INCREASED767758+9+1%$180.7K$191.1K+$10.4K2026-10-23
Midwest Capital Advisors, LLC
INCREASED727702+25+4%$167.3K$181.1K+$13.8K2026-11-04
Family Legacy Financial Solutions, LLC
DECREASED712713-10%$169.9K$177.4K+$7.5K2026-10-07
POM Investment Strategies, LLC
DECREASED6981,220-522-43%$290.8K$173.9K-$116.9K2026-10-20
Sima Wealth Partners, LLC
UNCHANGED65465400%$155.9K$162.9K+$7.1K2026-10-19
Chung Wu Investment Group, LLC
INCREASED650500+150+30%$119.2K$161.9K+$42.8K2026-11-03
Fairway Wealth LLC
INCREASED640153+487+318%$36.5K$159.5K+$123.0K2026-10-30
Morton Brown Family Wealth, LLC
INCREASED611587+24+4%$139.9K$152.2K+$12.3K2026-10-23
Navigoe, LLC
INCREASED570493+77+16%$117.0K$142.0K+$25.0K2026-11-04
Richardson Capital Management LLC
INCREASED532470+62+13%$112.0K$132.5K+$20.5K2026-10-23
Montgomery Financial Services LLC
DECREASED503515-12-2%$122.7K$125.3K+$2.6K2026-11-03
West Financial Advisors, LLC
UNCHANGED50050000%$119.2K$124.6K+$5.4K2026-10-22
NorthAvenue LLC
UNCHANGED49449400%$117.7K$123.1K+$5.3K2026-10-29
Steph & Co
INCREASED488451+37+8%$107.5K$121.6K+$14.1K2026-10-07
Mizuho Securities Co. Ltd.
NEW480—+480——$119.6K—2026-11-04
Whipplewood Advisors, LLC
DECREASED467869-402-46%$207.1K$116.4K-$90.8K2026-10-20
Clayton Financial Group LLC
NEW450—+450——$112.1K—2026-10-13
Maryland Capital Advisors Inc.
INCREASED436299+137+46%$71.3K$108.6K+$37.4K2026-10-15
Glynn Capital Management LLC
INCREASED407353+54+15%$84.1K$101.4K+$17.3K2026-10-07
Beutel, Goodman & Co Ltd.
UNCHANGED37137100%$88.0K$92.0K+$4.0K2026-11-04
Prudent Man Investment Management, Inc.
INCREASED367229+138+60%$52.9K$91.5K+$38.6K2026-11-03
Networth Advisors, LLC
UNCHANGED36336300%$86.5K$90.4K+$3.9K2026-11-03
CGC Financial Services, LLC
UNCHANGED35335300%$84.1K$88.0K+$3.8K2026-10-13
Paladin Partners, LLC
UNCHANGED33033000%$78.7K$82.2K+$3.6K2026-10-06
Disciplina Capital Management LLC
UNCHANGED30530500%$72.7K$76.0K+$3.3K2026-11-06
Sycomore Asset Management
UNCHANGED30030000%$80$80$02026-10-26
Hanseatic Management Services Inc
NEW297—+297——$74.0K—2026-10-27
Accordant Advisory Group Inc
UNCHANGED27927900%$66.5K$69.5K+$3.0K2026-10-29
Spurstone Advisory Services, LLC
UNCHANGED26626600%$64.3K$66.0K+$1.7K2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED2614,085-3,824-94%$398.8K$65.0K-$333.8K2026-10-14
McCarley & Cook Financial Planners
UNCHANGED24924900%$59.3K$62.0K+$2.7K2026-10-21
Caitong International Asset Management Co., Ltd
DECREASED2339,936-9,703-98%$2.4M$58.1K-$2.3M2026-10-29
Access Investment Management LLC
UNCHANGED21321300%$50.8K$53.1K+$2.3K2026-10-23
Rachor Investment Advisory Services, LLC
UNCHANGED19819800%$47.2K$49.3K+$2.1K2026-10-29
Financially Speaking Inc
UNCHANGED18718700%$38.9K$46.6K+$7.6K2026-11-05
PayPay Securities Corp
INCREASED182180+2+1%$42.9K$45.3K+$2.4K2026-10-27
MilWealth Group LLC
UNCHANGED17917900%$42.7K$44.6K+$1.9K2026-11-02
Your Advocates Ltd., LLP
DECREASED169477-308-65%$113.7K$42.1K-$71.6K2026-11-03
Capital CS Group, LLC
NEW142—+142——$35.4K—2026-10-29
Kroeger Financial Partners
UNCHANGED14014000%$33.4K$34.9K+$1.5K2026-10-19
Fiduciary Advisors, Inc.
INCREASED13188+43+49%$21.0K$32.6K+$11.7K2026-10-16
CFG Wealth Management Services, Inc.
NEW120—+120——$29.8K—2026-10-21
Bernzott Capital Advisors
NEW112—+112——$27.9K—2026-10-29
Gladstone Capital Management LLP
UNCHANGED10010000%$23.8K$24.9K+$1.1K2026-11-06
Collier Financial
UNCHANGED989800%$23.4K$24.4K+$1.1K2026-11-06
Transce3nd, LLC
INCREASED9186+5+6%$21.1K$23.9K+$2.8K2026-10-26
3 Factor Indexing, LLC
UNCHANGED868600%$20.5K$21.4K+$9292026-10-15
Bulwark Capital Corp
DECREASED85100-15-15%$23.8K$21.2K-$2.7K2026-10-13
Point Nemo Capital, LLC
UNCHANGED838300%$19.8K$20.7K+$8972026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED65125-60-48%$29.8K$16.2K-$13.6K2026-10-07
Catherine Avery Investment Management LLC
UNCHANGED606000%$14.3K$14.9K+$6492026-10-14
Blueline Advisors LLC
NEW40—+40——$10.0K—2026-10-15
Beacon Capital Management, Inc.
NEW40—+40——$10.0K—2026-10-13
Livelsberger Financial Advisory
NEW20—+20——$5.0K—2026-10-28
USA Financial Formulas
NEW14—+14——$3.5K—2026-10-16
Cohalo Advisory LLC
UNCHANGED101000%$2.4K$2.5K+$1092026-10-28
4Thought Financial Group Inc.
NEW0—0——$90—2026-11-02
Imc-Chicago, LLC
CLOSED01,624,795-1,624,795-100%$387.3M$0-$387.3M2026-11-05
Diversified Trust Co
CLOSED0261,270-261,270-100%$62.3M$0-$62.3M2026-11-06
Waratah Capital Advisors Ltd.
CLOSED0107,937-107,937-100%$25.7M$0-$25.7M2026-11-06
SeaTown Holdings Pte. Ltd.
CLOSED050,100-50,100-100%$11.9M$0-$11.9M2026-10-07
Herald Investment Management Ltd
CLOSED049,400-49,400-100%$11.8M$0-$11.8M2026-10-05
Privium Fund Management (UK) Ltd
CLOSED043,000-43,000-100%$10.3M$0-$10.3M2026-10-30
Headland Capital, LLC
CLOSED039,480-39,480-100%$9.4M$0-$9.4M2026-11-06
Exane Asset Management
CLOSED038,276-38,276-100%$10.4M$0-$10.4M2026-10-22
Genoa Capital Gestora de Recursos Ltda.
CLOSED035,681-35,681-100%$8.5M$0-$8.5M2026-10-20
Scopia Capital Management LP
CLOSED024,249-24,249-100%$5.8M$0-$5.8M2026-10-05
Donoghue Forlines LLC
CLOSED022,043-22,043-100%$5.3M$0-$5.3M2026-11-02
CenterStar Asset Management, LLC
CLOSED015,712-15,712-100%$3.7M$0-$3.7M2026-10-09
Dara Capital US, Inc.
CLOSED015,618-15,618-100%$3.7M$0-$3.7M2026-10-29
Arbor Capital Management Inc
CLOSED015,266-15,266-100%$3.5M$0-$3.5M2026-10-21
Garda Capital Partners LP
CLOSED015,116-15,116-100%$3.6M$0-$3.6M2026-11-04
Scarborough Advisors, LLC
CLOSED011,399-11,399-100%$2.7M$0-$2.7M2026-10-16
Systrade AG
CLOSED010,100-10,100-100%$2.4M$0-$2.4M2026-10-09
Miura Global Management, LLC
CLOSED08,000-8,000-100%$1.9M$0-$1.9M2026-10-05
U S Global Investors Inc
CLOSED07,500-7,500-100%$1.8M$0-$1.8M2026-10-22
FNY Investment Advisers, LLC
CLOSED06,720-6,720-100%$1.6M$0-$1.6M2026-10-16
Axiom Investment Management LLC
CLOSED05,695-5,695-100%$1.4M$0-$1.4M2026-11-03
Impact Investors, Inc
CLOSED04,850-4,850-100%$1.2M$0-$1.2M2026-11-02
OFI Invest Asset Management
CLOSED03,771-3,771-100%$786.1K$0-$786.1K2026-11-06
Sanchez Wealth Management Group
CLOSED01,993-1,993-100%$475.0K$0-$475.0K2026-11-02
Newport Capital Group, LLC
CLOSED01,721-1,721-100%$410.2K$0-$410.2K2026-10-16
William Howard & Co Financial Advisors Inc
CLOSED01,490-1,490-100%$355.1K$0-$355.1K2026-11-04
First Security Investment Management, Inc.
CLOSED01,244-1,244-100%$296.5K$0-$296.5K2026-11-05
St. Louis Trust Co
CLOSED01,228-1,228-100%$1.3M$0-$1.3M2026-11-03
Centennial Advisors, LLC
CLOSED01,161-1,161-100%$276.8K$0-$276.8K2026-10-21
New Harbor Financial Group, LLC
CLOSED01,137-1,137-100%$271.0K$0-$271.0K2026-10-22
Virtus Wealth Solutions LLC
CLOSED01,075-1,075-100%$256.3K$0-$256.3K2026-11-03
Solutions 4 Wealth, Ltd
CLOSED01,056-1,056-100%$251.7K$0-$251.7K2026-11-03
eCIO, Inc.
CLOSED01,022-1,022-100%$243.6K$0-$243.6K2026-11-02
West Tower Group, LLC
CLOSED01,000-1,000-100%$238.3K$0-$238.3K2026-10-14
Clarity Wealth Development LLC
CLOSED0978-978-100%$233.1K$0-$233.1K2026-10-22
Capital Wealth Management, LLC
CLOSED0956-956-100%$227.9K$0-$227.9K2026-10-27
Axim Planning & Wealth
CLOSED0901-901-100%$214.7K$0-$214.7K2026-10-28
Provident Wealth Management, LLC
CLOSED0878-878-100%$209.3K$0-$209.3K2026-10-20
Holland Advisory Services, Inc.
CLOSED0876-876-100%$208.8K$0-$208.8K2026-10-26
Inspire Investing, LLC
CLOSED0470-470-100%$112.0K$0-$112.0K2026-10-22
Affinity Wealth LLC
CLOSED0319-319-100%$76.0K$0-$76.0K2026-11-03
Strategic Wealth Advisors LLC
CLOSED0295-295-100%$68$0-$682026-11-06
Bayforest Capital Ltd
CLOSED0159-159-100%$37.9K$0-$37.9K2026-11-03
Summer Road LLC
CLOSED040-40-100%$9.5K$0-$9.5K2026-11-05
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$11.4M$11.2M-$217.6K2026-10-29
Illumine Investment Management, LLC
UNCHANGED000—$329.6K$325.4K-$4.2K2026-10-22
BlackRock, Inc.
N/A—748,403,539-748,403,539-100%$178.4B———
Vanguard Capital Management LLC
N/A—635,764,130-635,764,130-100%$151.5B———
State Street Corp
N/A—397,186,958-397,186,958-100%$94.7B———
FMR LLC
N/A—365,660,364-365,660,364-100%$87.2B———
Morgan Stanley
N/A—179,376,541-179,376,541-100%$42.8B———
JPMorgan Chase & Co
N/A—167,979,147-167,979,147-100%$40.3B———
Invesco Ltd.
N/A—143,818,328-143,818,328-100%$34.3B———
Norges Bank
N/A—140,565,601-140,565,601-100%$33.5B———
Vanguard Portfolio Management LLC
N/A—121,626,899-121,626,899-100%$29.0B———
Capital Research Global Investors
N/A—120,603,873-120,603,873-100%$28.7B———
Price T Rowe Associates Inc
N/A—108,907,465-108,907,465-100%$26.0B———
Northern Trust Corp
N/A—94,581,659-94,581,659-100%$22.5B———
Bank of America Corp
N/A—93,223,020-93,223,020-100%$22.2B———
UBS Asset Management Americas LLC
N/A—69,941,464-69,941,464-100%$16.7B———
Goldman Sachs Group Inc
N/A—68,161,583-68,161,583-100%$16.2B———
Charles Schwab Investment Management Inc
N/A—66,029,318-66,029,318-100%$15.7B———
Capital World Investors
N/A—61,208,160-61,208,160-100%$14.6B———
Franklin Resources Inc
N/A—59,212,518-59,212,518-100%$14.1B———
Wellington Management Group LLP
N/A—55,060,066-55,060,066-100%$13.1B———
Vanguard Fiduciary Trust Co
N/A—54,976,870-54,976,870-100%$13.1B———
Legal & General Group Plc
N/A—53,836,436-53,836,436-100%$12.8B———
Royal Bank of Canada
N/A—52,741,836-52,741,836-100%$12.6B———
Nuveen, LLC
N/A—49,058,714-49,058,714-100%$11.7B———
Capital International Investors
N/A—43,113,914-43,113,914-100%$10.3B———
Arrowstreet Capital, Limited Partnership
N/A—40,346,851-40,346,851-100%$9.6B———
Alliancebernstein L.P.
N/A—37,722,425-37,722,425-100%$7.9B———
Jennison Associates LLC
N/A—36,528,921-36,528,921-100%$8.7B———
Wells Fargo & Company
N/A—34,742,451-34,742,451-100%$8.3B———
UBS Group AG
N/A—34,232,599-34,232,599-100%$8.2B———
Massachusetts Financial Services Co
N/A—32,066,835-32,066,835-100%$8.8B———
Ameriprise Financial Inc
N/A—31,434,063-31,434,063-100%$7.5B———
SG Americas Securities, LLC
N/A—28,254,904-28,254,904-100%$6.7B———
Swiss National Bank
N/A—27,298,700-27,298,700-100%$6.5B———
Baillie Gifford & Co
N/A—26,917,866-26,917,866-100%$6.4B———
HSBC Holdings PLC
N/A—25,618,612-25,618,612-100%$6.1B———
Jupiter Topco LLC
N/A—24,799,242-24,799,242-100%$5.9B———
American Century Companies Inc
N/A—24,455,378-24,455,378-100%$5.8B———
Bank of Montreal
N/A—23,358,338-23,358,338-100%$5.6B———
Raymond James Financial Inc
N/A—21,159,781-21,159,781-100%$5.0B———
Vanguard Global Advisers, LLC
N/A—21,106,461-21,106,461-100%$5.0B———
National Pension Service
N/A—20,970,745-20,970,745-100%$5.0B———
Neuberger Berman Group LLC
N/A—19,353,814-19,353,814-100%$4.6B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—19,273,534-19,273,534-100%$4.6B———
Vanguard Asset Management, Ltd
N/A—18,858,160-18,858,160-100%$4.5B———
California Public Employees Retirement System
N/A—18,696,461-18,696,461-100%$4.5B———
Loomis Sayles & Co L P
N/A—18,291,403-18,291,403-100%$4.4B———
Canada Pension Plan Investment Board
N/A—17,384,261-17,384,261-100%$4.1B———
BNP Paribas Financial Markets
N/A—16,822,260-16,822,260-100%$4.0B———
Dodge & COX
N/A—16,708,513-16,708,513-100%$4.0B———
T. Rowe Price Investment Management, Inc.
N/A—16,584,867-16,584,867-100%$4.0B———
Rhumbline Advisers
N/A—16,023,278-16,023,278-100%$3.8B———
Victory Capital Management Inc
N/A—15,743,243-15,743,243-100%$3.8B———
Manufacturers Life Insurance Company, the
N/A—14,923,246-14,923,246-100%$3.6B———
Nordea Investment Management AB
N/A—14,792,443-14,792,443-100%$3.5B———
Schroder Investment Management Group
N/A—14,718,678-14,718,678-100%$3.5B———
California State Teachers Retirement System
N/A—14,696,893-14,696,893-100%$3.5B———
Jane Street Group, LLC
N/A—14,300,182-14,300,182-100%$3.4B———
FIL Ltd
N/A—14,198,788-14,198,788-100%$3.4B———
National Bank of Canada
N/A—14,113,689-14,113,689-100%$3.4B———
Holocene Advisors, LP
N/A—14,012,902-14,012,902-100%$3.3B———
Envestnet Asset Management Inc
N/A—13,003,269-13,003,269-100%$3.1B———
Boston Partners
N/A—12,862,015-12,862,015-100%$3.1B———
Clearbridge Investments, LLC
N/A—12,152,646-12,152,646-100%$2.9B———
BNP Paribas Asset Management Holding S.A.
N/A—12,067,755-12,067,755-100%$2.9B———
Primecap Management Co
N/A—11,962,188-11,962,188-100%$2.9B———
AQR Capital Management LLC
N/A—11,924,360-11,924,360-100%$2.8B———
Coatue Management LLC
N/A—11,834,799-11,834,799-100%$2.8B———
Eagle Capital Management LLC
N/A—11,369,869-11,369,869-100%$2.7B———
New York State Common Retirement Fund
N/A—11,204,955-11,204,955-100%$2.7B———
Allianz Asset Management GmbH
N/A—10,989,748-10,989,748-100%$2.6B———
D. E. Shaw & Co., Inc.
N/A—10,945,883-10,945,883-100%$2.6B———
Citadel Advisors LLC
N/A—10,882,003-10,882,003-100%$2.6B———
Danske Bank A/S
N/A—10,467,002-10,467,002-100%$2.5B———
Bessemer Group Inc
N/A—10,096,298-10,096,298-100%$2.4B———
CIBC Bancorp USA Inc.
N/A—10,072,292-10,072,292-100%$2.4B———
Voya Investment Management LLC
N/A—10,066,668-10,066,668-100%$2.4B———
Natixis Advisors, LLC
N/A—9,827,316-9,827,316-100%$2.3B———
Tiger Global Management LLC
N/A—9,683,558-9,683,558-100%$2.3B———
Jones Financial Companies Lllp
N/A—9,677,106-9,677,106-100%$2.3B———
Skye Global Management LP
N/A—9,672,000-9,672,000-100%$2.3B———
Marshall Wace, LLP
N/A—9,514,151-9,514,151-100%$2.3B———
SEI Investments Co
N/A—9,445,638-9,445,638-100%$2.1B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—9,065,084-9,065,084-100%$2.2B———
Prudential Financial Inc
N/A—8,925,205-8,925,205-100%$2.1B———
Ensign Peak Advisors, Inc
N/A—8,924,499-8,924,499-100%$2.1B———
Royal London Asset Management LTD
N/A—8,904,735-8,904,735-100%$2.1B———
Adage Capital Partners GP, L.L.C.
N/A—8,755,160-8,755,160-100%$2.1B———
Aviva PLC
N/A—8,628,566-8,628,566-100%$2.1B———
Pershing Square Inc.
N/A—8,563,857-8,563,857-100%$2.0B———
Acadian Asset Management LLC
N/A—8,453,619-8,453,619-100%$2.0B———
Stifel Financial Corp
N/A—8,445,681-8,445,681-100%$2.0B———
Canada Life Assurance Co
N/A—8,345,507-8,345,507-100%$2.0B———
Fayez Sarofim & Co
N/A—8,342,808-8,342,808-100%$2.0B———
State Board of Administration of Florida Retirement System
N/A—8,257,584-8,257,584-100%$2.0B———
Susquehanna International Group, LLP
N/A—7,829,381-7,829,381-100%$1.9B———
Lazard Asset Management LLC
N/A—7,800,397-7,800,397-100%$1.9B———
DnB Asset Management AS
N/A—7,785,587-7,785,587-100%$1.9B———
APG Asset Management N.V.
N/A—7,314,985-7,314,985-100%$1.5B———
Fred Alger Management, LLC
N/A—7,230,242-7,230,242-100%$1.7B———
1832 Asset Management L.P.
N/A—7,183,134-7,183,134-100%$1.7B———
Soroban Capital Partners LP
N/A—7,111,703-7,111,703-100%$1.7B———
Korea Investment Corp
N/A—6,990,711-6,990,711-100%$1.7B———
Focus Partners Wealth
N/A—6,842,819-6,842,819-100%$1.6B———
TD Asset Management Inc
N/A—6,720,712-6,720,712-100%$1.6B———
Quantinno Capital Management LP
N/A—6,650,638-6,650,638-100%$1.6B———
Newlands Management Operations LLC
N/A—6,589,070-6,589,070-100%$1.6B———
Mariner, LLC
N/A—6,573,838-6,573,838-100%$1.6B———
WCM Investment Management, LLC
N/A—6,437,619-6,437,619-100%$1.5B———
Brown Advisory Inc
N/A—6,176,448-6,176,448-100%$1.5B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—6,136,926-6,136,926-100%$1.5B———
Rockefeller Capital Management L.P.
N/A—6,086,443-6,086,443-100%$1.5B———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—6,042,876-6,042,876-100%$1.4B———
HighTower Advisors, LLC
N/A—6,013,605-6,013,605-100%$1.4B———
Chevy Chase Trust Holdings, LLC
N/A—5,879,504-5,879,504-100%$1.4B———
Blair William & Co
N/A—5,875,124-5,875,124-100%$1.4B———
Storebrand Asset Management AS
N/A—5,873,418-5,873,418-100%$1.4B———
Alkeon Capital Management LLC
N/A—5,808,299-5,808,299-100%$1.4B———
Nomura Asset Management International Inc.
N/A—5,797,182-5,797,182-100%$1.4B———
Credit Agricole S A
N/A—5,743,539-5,743,539-100%$1.4B———
Altarock Partners LP
N/A—5,729,972-5,729,972-100%$1.4B———
Two Sigma Investments, LP
N/A—5,716,287-5,716,287-100%$1.4B———
Baird Financial Group, Inc.
N/A—5,708,507-5,708,507-100%$1.4B———
Mitsubishi UFJ Trust & Banking Corp
N/A—5,674,426-5,674,426-100%$1.4B———
Caisse de Depot ET Placement DU Quebec
N/A—5,641,092-5,641,092-100%$1.3B———
Generation Investment Management LLP
N/A—5,193,506-5,193,506-100%$1.2B———
Handelsbanken Fonder AB
N/A—5,180,597-5,180,597-100%$1.2B———
Starlite Capital Inc
N/A—5,165,123-5,165,123-100%$1.3B———
State of Wisconsin Investment Board
N/A—5,164,201-5,164,201-100%$1.2B———
Rathbones Group PLC
N/A—5,126,961-5,126,961-100%$1.2B———
Cerity Partners LLC
N/A—5,095,736-5,095,736-100%$1.2B———
Appaloosa LP
N/A—5,000,000-5,000,000-100%$1.2B———
Nomura Asset Management Co LTD
N/A—4,950,070-4,950,070-100%$1.2B———
Vanguard Investments Australia, Ltd.
N/A—4,940,647-4,940,647-100%$1.2B———
Public Employees Retirement Association of Colorado
N/A—4,883,755-4,883,755-100%$1.2B———
Sands Capital Management, LLC
N/A—4,861,223-4,861,223-100%$1.2B———
Treasurer of the State of North Carolina
N/A—4,847,545-4,847,545-100%$1.2B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—4,779,420-4,779,420-100%$1.1B———
Balyasny Asset Management L.P.
N/A—4,770,545-4,770,545-100%$1.1B———
Qube Research & Technologies Ltd
N/A—4,661,958-4,661,958-100%$1.1B———
Harris Associates L P
N/A—4,653,406-4,653,406-100%$1.1B———
Cetera Investment Advisers
N/A—4,652,594-4,652,594-100%$1.1B———
CI Investments Inc.
N/A—4,616,050-4,616,050-100%$1.1B———
Point72 Asset Management, L.P.
N/A—4,449,716-4,449,716-100%$1.1B———
Artisan Partners Limited Partnership
N/A—4,419,586-4,419,586-100%$1.1B———
Man Group plc
N/A—4,362,727-4,362,727-100%$1.0B———
Toronto Dominion Bank
N/A—4,310,395-4,310,395-100%$1.0B———
Winslow Capital Management, LLC
N/A—4,304,655-4,304,655-100%$1.0B———
Davis Selected Advisers
N/A—4,276,176-4,276,176-100%$1.0B———
First Trust Advisors LP
N/A—4,210,806-4,210,806-100%$1.0B———
Clear Street Group Inc.
N/A—4,144,837-4,144,837-100%$987.9M———
Hudson Bay Capital Management LP
N/A—4,119,525-4,119,525-100%$981.8M———
Millennium Management LLC
N/A—4,116,745-4,116,745-100%$981.2M———
Osaic Holdings, Inc.
N/A—3,953,747-3,953,747-100%$942.3M———
Captrust Financial Advisors
N/A—3,900,375-3,900,375-100%$929.6M———
Panagora Asset Management Inc
N/A—3,885,759-3,885,759-100%$926.1M———
Squarepoint Ops LLC
N/A—3,852,820-3,852,820-100%$918.3M———
KLP Kapitalforvaltning AS
N/A—3,827,000-3,827,000-100%$912.1M———
Public Employees Retirement System of Ohio
N/A—3,817,521-3,817,521-100%$909.9M———
Baupost Group LLC
N/A—3,743,854-3,743,854-100%$892.3M———
Viking Global Investors LP
N/A—3,700,862-3,700,862-100%$882.1M———
Northwestern Mutual Wealth Management Co
N/A—3,664,707-3,664,707-100%$873.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—3,652,011-3,652,011-100%$870.4M———
Bank of Nova Scotia
N/A—3,613,300-3,613,300-100%$861.0M———
Public Sector Pension Investment Board
N/A—3,554,852-3,554,852-100%$847.3M———
Life Cycle Investment Partners Ltd
N/A—3,544,695-3,544,695-100%$844.8M———
Federated Hermes, Inc.
N/A—3,469,717-3,469,717-100%$827.0M———
Menora Mivtachim Holdings Ltd.
N/A—3,463,847-3,463,847-100%$825.6M———
Teacher Retirement System of Texas
N/A—3,398,689-3,398,689-100%$810.0M———
State of Tennessee, Department of Treasury
N/A—3,368,678-3,368,678-100%$802.9M———
USS Investment Management Ltd
N/A—3,359,885-3,359,885-100%$800.4M———
BLI - Banque de Luxembourg Investments
N/A—3,333,900-3,333,900-100%$70.4M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—3,300,000-3,300,000-100%$786.5M———
Tidal Investments LLC
N/A—3,278,837-3,278,837-100%$781.5M———
First Manhattan Co. Llc.
N/A—3,262,397-3,262,397-100%$777.6M———
Tredje Ap-fonden
N/A—3,127,808-3,127,808-100%$745.5M———
Capstone Investment Advisors, LLC
N/A—3,089,477-3,089,477-100%$736.3M———
Worldquant Millennium Advisors LLC
N/A—3,042,437-3,042,437-100%$725.1M———
Scotia Capital Inc.
N/A—3,010,647-3,010,647-100%$717.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,989,642-2,989,642-100%$712.6M———
CIBC World Market Inc.
N/A—2,981,991-2,981,991-100%$710.7M———
Resona Asset Management Co.,Ltd.
N/A—2,969,429-2,969,429-100%$708.9M———
ValueAct Holdings, L.P.A
N/A—2,941,700-2,941,700-100%$701.1M———
Polen Capital Management LLC
N/A—2,809,953-2,809,953-100%$669.7M———
Janney Montgomery Scott LLC
N/A—2,762,750-2,762,750-100%$658.5M———
Axiom Investors LLC
N/A—2,751,037-2,751,037-100%$655.7M———
ExodusPoint Capital Management, LP
N/A—2,747,253-2,747,253-100%$654.8M———
Farallon Capital Management, L.L.C.
N/A—2,632,994-2,632,994-100%$627.5M———
Commerce Bank
N/A—2,613,793-2,613,793-100%$623.0M———
Mairs & Power Inc
N/A—2,599,441-2,599,441-100%$619.6M———
Federation des caisses Desjardins du Quebec
N/A—2,585,411-2,585,411-100%$616.2M———
Nissay Asset Management Corp N
N/A—2,579,755-2,579,755-100%$614.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—2,574,333-2,574,333-100%$613.6M———
Blue Sparrow, LLC
N/A—2,562,100-2,562,100-100%$610.7M———
Darsana Capital Partners LP
N/A—2,500,000-2,500,000-100%$595.9M———
Woodline Partners LP
N/A—2,468,909-2,468,909-100%$588.4M———
Whale Rock Capital Management LLC
N/A—2,447,732-2,447,732-100%$583.4M———
Mercer Global Advisors Inc
N/A—2,444,026-2,444,026-100%$582.5M———
Altimeter Capital Management, LP
N/A—2,425,351-2,425,351-100%$578.1M———
Windacre Partnership LLC
N/A—2,422,500-2,422,500-100%$577.4M———
MML Investors Services, LLC
N/A—2,420,738-2,420,738-100%$577.0M———
W1m Asset Management Ltd
N/A—2,418,468-2,418,468-100%$576.1M———
LOS Angeles Capital Management LLC
N/A—2,341,138-2,341,138-100%$558.0M———
Crake Asset Management LLP
N/A—2,306,270-2,306,270-100%$549.7M———
Renaissance Technologies LLC
N/A—2,290,710-2,290,710-100%$546.0M———
Brown Brothers Harriman & Co
N/A—2,283,765-2,283,765-100%$544.3M———
MetLife Investment Management, LLC
N/A—2,269,922-2,269,922-100%$541.0M———
State Farm Mutual Automobile Insurance Co
N/A—2,246,620-2,246,620-100%$535.5M———
EdgePoint Investment Group Inc.
N/A—2,245,581-2,245,581-100%$535.2M———
Employees Provident Fund Board
N/A—2,236,104-2,236,104-100%$533.0M———
Omers Administration Corp
N/A—2,190,282-2,190,282-100%$522.0M———
NewEdge Advisors, LLC
N/A—2,168,590-2,168,590-100%$516.9M———
Foxhaven Asset Management, LP
N/A—2,151,990-2,151,990-100%$512.9M———
Vinva Investment Management Ltd
N/A—2,140,317-2,140,317-100%$514.0M———
Empower Advisory Group, LLC
N/A—2,139,156-2,139,156-100%$509.8M———
Voyager Global Management LP
N/A—2,125,000-2,125,000-100%$506.5M———
M&T Bank Corp
N/A—2,090,826-2,090,826-100%$498.3M———
Jupiter Asset Management LTD
N/A—2,082,772-2,082,772-100%$496.4M———
AustralianSuper Pty Ltd
N/A—2,040,195-2,040,195-100%$486.3M———
Bridgewater Associates, LP
N/A—2,025,481-2,025,481-100%$482.8M———
Maverick Capital LTD
N/A—2,020,894-2,020,894-100%$481.7M———
Zurich Insurance Group Ltd
N/A—1,971,337-1,971,337-100%$469.8M———
Bamco Inc
N/A—1,956,523-1,956,523-100%$466.3M———
VAN Lanschot Kempen Investment Management N.V.
N/A—1,932,470-1,932,470-100%$460.6M———
Banco Santander, S.A.
N/A—1,904,441-1,904,441-100%$453.9M———
Walleye Capital LLC
N/A—1,874,326-1,874,326-100%$446.7M———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,870,900-1,870,900-100%$445.9M———
Employees Retirement System of Texas
N/A—1,847,315-1,847,315-100%$440.3M———
Macquarie Group LTD
N/A—1,809,504-1,809,504-100%$431.3M———
Stockbridge Partners LLC
N/A—1,776,149-1,776,149-100%$423.3M———
Standard Investments LLC
N/A—1,773,000-1,773,000-100%$422.6M———
Alyeska Investment Group, L.P.
N/A—1,771,823-1,771,823-100%$422.3M———
RK Capital Management, LLC
N/A—1,759,000-1,759,000-100%$419.2M———
Third Point LLCA
N/A—1,750,000-1,750,000-100%$417.1M———
Varma Mutual Pension Insurance Co
N/A—1,721,811-1,721,811-100%$410.4M———
AE Wealth Management LLC
N/A—1,721,249-1,721,249-100%$410.2M———
Voloridge Investment Management, LLC
N/A—1,712,754-1,712,754-100%$408.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,695,730-1,695,730-100%$404.6M———
Gilder Gagnon Howe & Co LLC
N/A—1,684,231-1,684,231-100%$401.4M———
Milford Funds LTD
N/A—1,670,487-1,670,487-100%$398.1M———
Teachers Retirement System of the State of Kentucky
N/A—1,647,507-1,647,507-100%$392.7M———
Altshuler Shaham Ltd
N/A—1,631,568-1,631,568-100%$388.9M———
Value Aligned Research Advisors, LLC
N/A—1,625,565-1,625,565-100%$387.4M———
Jacobs Levy Equity Management, Inc
N/A—1,620,038-1,620,038-100%$386.1M———
Huntington National Bank
N/A—1,614,156-1,614,156-100%$384.7M———
TCW Group Inc
N/A—1,612,690-1,612,690-100%$384.4M———
O'shaughnessy Asset Management, LLC
N/A—1,612,220-1,612,220-100%$384.3M———
Banque Transatlantique SA
N/A—1,608,940-1,608,940-100%$369.5M———
QRG Capital Management, Inc.
N/A—1,602,570-1,602,570-100%$382.0M———
ARK Investment Management LLC
N/A—1,591,177-1,591,177-100%$379.2M———
Evelyn Partners Group Ltd
N/A—1,573,537-1,573,537-100%$375.0M———
Steward Partners Investment Advisory, LLC
N/A—1,568,850-1,568,850-100%$373.9M———
ING Groep NV
N/A—1,553,859-1,553,859-100%$370.3M———
Pathstone Holdings, LLC
N/A—1,549,912-1,549,912-100%$370.4M———
Meritage Group LP
N/A—1,542,397-1,542,397-100%$367.6M———
Unisphere Establishment
N/A—1,485,700-1,485,700-100%$354.1M———
Bristol John W & Co Inc
N/A—1,476,290-1,476,290-100%$351.9M———
Utah Retirement Systems
N/A—1,472,877-1,472,877-100%$351.0M———
Phoenix Financial Ltd.
N/A—1,464,242-1,464,242-100%$348.9M———
Vanguard Personalized Indexing Management, LLC
N/A—1,460,229-1,460,229-100%$348.0M———
MAI Capital Management
N/A—1,458,599-1,458,599-100%$347.6M———
Police & Firemen's Retirement System of New Jersey
N/A—1,455,085-1,455,085-100%$346.8M———
British Columbia Investment Management Corp
N/A—1,451,063-1,451,063-100%$345.8M———
Anomaly Capital Management, LP
N/A—1,438,292-1,438,292-100%$342.8M———
EP Wealth Advisors, LLC
N/A—1,431,137-1,431,137-100%$341.1M———
PointState Capital LP
N/A—1,423,550-1,423,550-100%$339.3M———
Polar Capital Holdings Plc
N/A—1,393,535-1,393,535-100%$332.1M———
Whittier Trust Co
N/A—1,393,100-1,393,100-100%$340.1M———
Bridges Investment Management Inc
N/A—1,390,101-1,390,101-100%$331.3M———
Trexquant Investment LP
N/A—1,375,007-1,375,007-100%$327.7M———
First Pacific Advisors, LP
N/A—1,360,585-1,360,585-100%$324.3M———
&partners
N/A—1,356,188-1,356,188-100%$322.1M———
Skandinaviska Enskilda Banken AB (publ)
N/A—1,354,703-1,354,703-100%$322.7M———
Caxton Associates LLP
N/A—1,348,189-1,348,189-100%$321.3M———
Pinebridge Investments LLC
N/A—1,338,660-1,338,660-100%$319.1M———
Nearwater Capital Markets, Ltd
N/A—1,329,000-1,329,000-100%$316.8M———
Dorsal Capital Management, LP
N/A—1,325,001-1,325,001-100%$315.8M———
DSM Capital Partners LLC
N/A—1,324,786-1,324,786-100%$315.7M———
Mediolanum International Funds Ltd
N/A—1,314,785-1,314,785-100%$315.7M———
Castle Hook Partners LP
N/A—1,283,048-1,283,048-100%$305.8M———
Wealthfront Advisers LLC
N/A—1,281,390-1,281,390-100%$305.4M———
Comgest Global Investors S.A.S.
N/A—1,277,032-1,277,032-100%$304.4M———
Glenview Capital Management, LLC
N/A—1,271,687-1,271,687-100%$303.1M———
Dragoneer Investment Group, LLC
N/A—1,271,500-1,271,500-100%$303.0M———
Ilmarinen Mutual Pension Insurance Co
N/A—1,270,000-1,270,000-100%$302.7M———
Rafferty Asset Management, LLC
N/A—1,250,965-1,250,965-100%$298.2M———
Douglass Winthrop Advisors, LLC
N/A—1,239,568-1,239,568-100%$295.4M———
Empowered Funds, LLC
N/A—1,228,034-1,228,034-100%$292.7M———
Tudor Investment Corp ET AL
N/A—1,220,317-1,220,317-100%$290.9M———
Andra Ap-fonden
N/A—1,220,051-1,220,051-100%$290.8M———
Soros Fund Management LLC
N/A—1,182,529-1,182,529-100%$281.8M———
Groupe la Francaise
N/A—1,179,729-1,179,729-100%$279.7M———
Vident Advisory, LLC
N/A—1,177,363-1,177,363-100%$280.6M———
Glenmede Trust Co NA
N/A—1,176,591-1,176,591-100%$280.4M———
Nomura Holdings Inc
N/A—1,157,940-1,157,940-100%$276.0M———
IEQ Capital, LLC
N/A—1,149,737-1,149,737-100%$274.0M———
Guggenheim Capital LLC
N/A—1,145,633-1,145,633-100%$273.1M———
AKO Capital LLP
N/A—1,141,835-1,141,835-100%$272.1M———
Zacks Investment Management
N/A—1,138,085-1,138,085-100%$271.3M———
Capitolis Liquid Global Markets LLC
N/A—1,126,218-1,126,218-100%$268.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,125,515-1,125,515-100%$268.3M———
Clark Capital Management Group, Inc.
N/A—1,121,395-1,121,395-100%$267.3M———
Evercore Wealth Management, LLC
N/A—1,113,972-1,113,972-100%$265.5M———
Atalanta Sosnoff Capital, LLC
N/A—1,110,769-1,110,769-100%$264.7M———
Consulta Ltd
N/A—1,100,000-1,100,000-100%$262.2M———
CIBC Capital Markets (Europe) S.A.
N/A—1,098,009-1,098,009-100%$261.7M———
Van Eck Associates Corp
N/A—1,096,656-1,096,656-100%$261.4M———
Sequoia Financial Advisors, LLC
N/A—1,093,333-1,093,333-100%$260.6M———
Nellore Capital Management LLC
N/A—1,091,000-1,091,000-100%$260.0M———
Danica Pension, Livsforsikringsaktieselskab
N/A—1,086,800-1,086,800-100%$259.0M———
Capital Fund Management S.A.
N/A—1,084,940-1,084,940-100%$258.6M———
Scge Management, L.P.
N/A—1,079,500-1,079,500-100%$257.3M———
Quadrature Capital Ltd
N/A—1,072,994-1,072,994-100%$255.7M———
Edmond de Rothschild Holding S.A.
N/A—1,054,853-1,054,853-100%$251.4M———
Private Advisor Group, LLC
N/A—1,054,189-1,054,189-100%$251.3M———
Jensen Investment Management Inc
N/A—1,054,136-1,054,136-100%$251.2M———
Elo Mutual Pension Insurance Co
N/A—1,048,057-1,048,057-100%$249.8M———
Navera Investment Management Ltd.
N/A—1,047,926-1,047,926-100%$249.7M———
DJE Kapital AG
N/A—1,035,319-1,035,319-100%$253.7M———
Route One Investment Company, L.P.
N/A—1,032,200-1,032,200-100%$246.0M———
Contour Asset Management LLC
N/A—1,027,536-1,027,536-100%$244.9M———
Manning & Napier Advisors LLC
N/A—1,017,248-1,017,248-100%$244.3M———
ABN Amro Bank N.V.
N/A—1,013,006-1,013,006-100%$241.8M———
Groupama Asset Managment
N/A—1,011,765-1,011,765-100%$242.5M———
Amova Asset Management Americas, Inc.
N/A—1,011,369-1,011,369-100%$240.9M———
Performance Wealth Partners, LLC
N/A—1,005,472-1,005,472-100%$239.6M———
Erste Asset Management GmbH
N/A—1,003,633-1,003,633-100%$237.6M———
Allstate Corp
N/A—1,000,960-1,000,960-100%$238.6M———
Styrax Capital, LP
N/A—1,000,000-1,000,000-100%$238.3M———
Torno Capital, LLC
N/A—1,000,000-1,000,000-100%$238.3M———
Railway Pension Investments Ltd
N/A—996,040-996,040-100%$237.4M———
Vulcan Value Partners, LLC
N/A—992,758-992,758-100%$236.6M———
Harvard Management Co Inc
N/A—982,839-982,839-100%$234.2M———
Kensico Capital Management Corp
N/A—978,100-978,100-100%$233.1M———
Atreides Management, LP
N/A—969,629-969,629-100%$231.1M———
Schonfeld Strategic Advisors LLC
N/A—969,511-969,511-100%$231.1M———
Lord, Abbett & Co. LLC
N/A—967,133-967,133-100%$230.5M———
Pacer Advisors, Inc.
N/A—962,718-962,718-100%$229.5M———
Prudential PLC
N/A—953,710-953,710-100%$227.3M———
Palestra Capital Management LLC
N/A—942,732-942,732-100%$224.7M———
Bartlett & Co. Wealth Management LLC
N/A—936,125-936,125-100%$223.1M———
BIT Capital GmbH
N/A—933,227-933,227-100%$222.4M———
Select Equity Group, L.P.
N/A—932,301-932,301-100%$222.2M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—930,283-930,283-100%$221.7M———
Investment Management Corp of Ontario
N/A—923,426-923,426-100%$220.1M———
Munro Partners
N/A—922,313-922,313-100%$219.8M———
Johnson Investment Counsel Inc
N/A—921,278-921,278-100%$219.6M———
Bradley Foster & Sargent Inc
N/A—919,481-919,481-100%$219.1M———
Capital International, Inc.
N/A—911,660-911,660-100%$217.3M———
Corvex Management LPA
N/A—905,732-905,732-100%$215.9M———
Thrive Capital Management, LLC
N/A—904,038-904,038-100%$215.5M———
HM Payson & Co
N/A—900,398-900,398-100%$214.6M———
Rubric Capital Management LPA
N/A—900,000-900,000-100%$214.5M———
Beacon Pointe Advisors, LLC
N/A—885,351-885,351-100%$211.0M———
Intech Investment Management LLC
N/A—880,777-880,777-100%$209.9M———
Harding Loevner LP
N/A—870,587-870,587-100%$207.5M———
Norinchukin Bank, The
N/A—864,176-864,176-100%$206.0M———
Westfield Capital Management Co LP
N/A—859,806-859,806-100%$204.9M———
Marsico Capital Management LLC
N/A—844,334-844,334-100%$201.2M———
Carmignac Gestion
N/A—841,266-841,266-100%$200.5M———
Gotham Asset Management, LLC
N/A—839,512-839,512-100%$200.1M———
Avala Global LP
N/A—837,205-837,205-100%$199.5M———
Ruffer LLP
N/A—829,118-829,118-100%$197.4M———
Theleme Partners LLP
N/A—822,979-822,979-100%$196.1M———
EFG International AG
N/A—818,505-818,505-100%$195.1M———
Capital Advisors Inc
N/A—801,711-801,711-100%$191.1M———
Chilton Investment Co Inc.
N/A—800,378-800,378-100%$190.8M———
Harvest Portfolios Group Inc.
N/A—793,414-793,414-100%$189.1M———
BlueSpruce Investments, LP
N/A—788,506-788,506-100%$187.9M———
Waverly Advisors, LLC
N/A—781,164-781,164-100%$186.2M———
Edgewood Management LLC
N/A—769,662-769,662-100%$183.4M———
Kinetic Partners Management, LP
N/A—767,552-767,552-100%$182.9M———
Mizuho Securities USA LLC
N/A—766,365-766,365-100%$182.7M———
Bollard Group LLC
N/A—762,206-762,206-100%$181.7M———
Equitable Holdings, Inc.
N/A—758,685-758,685-100%$180.8M———
Pinnacle Financial Partners, Inc.
N/A—750,322-750,322-100%$178.8M———
Steadfast Capital Management LP
N/A—746,100-746,100-100%$177.8M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—739,135-739,135-100%$176.2M———
MBB Public Markets I LLC
N/A—735,480-735,480-100%$175.3M———
Cresset Asset Management, LLC
N/A—733,123-733,123-100%$174.7M———
Park Presidio Capital LLC
N/A—730,635-730,635-100%$174.1M———
Capital International Sarl
N/A—726,059-726,059-100%$173.0M———
Aptus Capital Advisors, LLC
N/A—722,289-722,289-100%$172.2M———
Advisors Asset Management, Inc.
N/A—717,449-717,449-100%$171.0M———
L1 Capital International Pty Ltd
N/A—713,270-713,270-100%$170.0M———
Shelton Capital Management
N/A—705,498-705,498-100%$168.1M———
Blackstone Inc.
N/A—704,177-704,177-100%$167.8M———
Long Focus Capital Management, LLC
N/A—704,155-704,155-100%$167.8M———
Vaughan Nelson Investment Management, L.P.
N/A—698,557-698,557-100%$166.5M———
Cannell & Spears LLC
N/A—693,842-693,842-100%$165.4M———
DF Dent & Co Inc
N/A—692,739-692,739-100%$165.1M———
Marex Group Ltd
N/A—689,749-689,749-100%$164.4M———
NewEdge Wealth, LLC
N/A—688,333-688,333-100%$164.1M———
Stephens Inc
N/A—686,863-686,863-100%$164.3M———
Whittier Trust Co of Nevada Inc
N/A—686,384-686,384-100%$168.8M———
Davis R M Inc
N/A—686,127-686,127-100%$163.5M———
Flputnam Investment Management Co
N/A—681,131-681,131-100%$162.3M———
Patient Capital Management, LLC
N/A—681,047-681,047-100%$162.3M———
CTC LLC
N/A—679,326-679,326-100%$161.9M———
United Capital Financial Advisors, LLC
N/A—677,750-677,750-100%$161.5M———
Saudi Central Bank
N/A—677,520-677,520-100%$161.5M———
Strategy Capital LLC
N/A—673,397-673,397-100%$160.5M———
Tocqueville Asset Management L.P.
N/A—668,849-668,849-100%$159.4M———
Arax Advisory Partners
N/A—661,042-661,042-100%$157.6M———
Madison Asset Management, LLC
N/A—656,264-656,264-100%$156.4M———
Maplelane Capital, LLC
N/A—655,000-655,000-100%$156.1M———
Coldstream Capital Management Inc
N/A—634,693-634,693-100%$151.3M———
Voleon Capital Management LP
N/A—634,323-634,323-100%$151.2M———
Stratos Wealth Partners, Ltd.
N/A—633,470-633,470-100%$151.0M———
D1 Capital Partners L.P.
N/A—628,082-628,082-100%$149.7M———
Magellan Asset Management Ltd
N/A—627,789-627,789-100%$149.6M———
Ossiam
N/A—625,498-625,498-100%$149.1M———
Greenbrier Partners Capital Management, LLC
N/A—619,148-619,148-100%$147.6M———
Gabelli Funds LLC
N/A—614,277-614,277-100%$146.4M———
Kentucky Retirement Systems
N/A—605,597-605,597-100%$144.3M———
Junto Capital Management LP
N/A—594,790-594,790-100%$141.8M———
Summitry LLC
N/A—593,631-593,631-100%$141.5M———
Fiduciary Trust Co
N/A—591,388-591,388-100%$141.0M———
Integrated Wealth Concepts LLC
N/A—586,740-586,740-100%$139.8M———
Keystone Investors PTE LTD
N/A—585,950-585,950-100%$139.7M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—584,784-584,784-100%$139.4M———
Mufg Securities Emea plc
N/A—581,608-581,608-100%$138.6M———
GQG Partners LLC
N/A—573,974-573,974-100%$136.8M———
Peapack Gladstone Financial Corp
N/A—568,349-568,349-100%$135.5M———
South Dakota Investment Council
N/A—564,563-564,563-100%$134.6M———
Advisors Capital Management, LLC
N/A—561,159-561,159-100%$133.7M———
Curi Capital, LLC
N/A—559,571-559,571-100%$133.4M———
Independent Advisor Alliance
N/A—553,994-553,994-100%$132.0M———
Advisory Services Network, LLC
N/A—553,984-553,984-100%$132.0M———
Tiaa Wealth Investment Management LLC
N/A—546,951-546,951-100%$130.4M———
Duquesne Family Office LLC
N/A—541,600-541,600-100%$129.1M———
Allianz SE
N/A—538,594-538,594-100%$128.4M———
Daiichi Life Insurance Co., Ltd.
N/A—530,942-530,942-100%$126.5M———
CSM Advisors, LLC
N/A—528,300-528,300-100%$125.9M———
Epoch Investment Partners, Inc.
N/A—525,268-525,268-100%$125.2M———
XN LP
N/A—523,428-523,428-100%$124.8M———
Envestnet Portfolio Solutions, Inc.
N/A—517,750-517,750-100%$123.4M———
RiverFront Investment Group, LLC
N/A—516,236-516,236-100%$123.0M———
OAK Associates LTD
N/A—513,856-513,856-100%$122.5M———
Orion Porfolio Solutions, LLC
N/A—509,071-509,071-100%$121.3M———
Westwood Holdings Group Inc
N/A—506,976-506,976-100%$120.8M———
Noked Israel Ltd
N/A—503,130-503,130-100%$119.9M———
Silvercrest Asset Management Group LLC
N/A—500,208-500,208-100%$119.2M———
Oversea-Chinese Banking Corp Ltd
N/A—498,723-498,723-100%$118.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—495,610-495,610-100%$118.1M———
Thiel Macro LLC
N/A—495,000-495,000-100%$118.0M———
Cartenna Capital, LP
N/A—490,000-490,000-100%$116.8M———
Scharf Investments, LLC
N/A—484,291-484,291-100%$115.4M———
GCQ Funds Management PTY Ltd
N/A—483,228-483,228-100%$115.2M———
Manchester Global Management (UK) Ltd
N/A—481,584-481,584-100%$114.8M———
Cornerstone Investment Partners, LLC
N/A—481,377-481,377-100%$114.7M———
Composition Wealth, LLC
N/A—476,760-476,760-100%$113.6M———
Hancock Whitney Corp
N/A—473,422-473,422-100%$112.8M———
Nan Shan Life Insurance Co., Ltd.
N/A—472,003-472,003-100%$112.5M———
Atlantic Union Bankshares Corp
N/A—469,347-469,347-100%$111.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—467,913-467,913-100%$111.5M———
Freestone Capital Holdings, LLC
N/A—465,100-465,100-100%$110.9M———
LMR Partners LLP
N/A—464,979-464,979-100%$110.8M———
Choate Investment Advisors
N/A—464,512-464,512-100%$110.7M———
Clearline Capital LP
N/A—460,516-460,516-100%$109.8M———
Cantor Fitzgerald, L. P.
N/A—458,656-458,656-100%$109.3M———
Callan Family Office, LLC
N/A—454,551-454,551-100%$108.3M———
SRB Corp
N/A—450,434-450,434-100%$107.4M———
Cable Car Capital, LPA
N/A—450,000-450,000-100%$107.3M———
Greenoaks LLC
N/A—450,000-450,000-100%$107.3M———
Homestead Advisers Corp
N/A—449,600-449,600-100%$107.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—449,181-449,181-100%$107.1M———
Soma Equity Partners LP
N/A—443,315-443,315-100%$105.7M———
Fullerton Fund Management Co Ltd.
N/A—440,125-440,125-100%$104.9M———
Horizon Investments, LLC
N/A—439,291-439,291-100%$104.7M———
Bleakley Financial Group, LLC
N/A—435,062-435,062-100%$103.7M———
Peregrine Capital Management LLC
N/A—433,027-433,027-100%$103.2M———
Bluespring Wealth Management, LLC
N/A—432,678-432,678-100%$103.1M———
NS Partners Ltd
N/A—432,524-432,524-100%$103.1M———
Triple Frond Partners LLC
N/A—432,420-432,420-100%$103.1M———
Harvest Fund Management Co., Ltd
N/A—430,580-430,580-100%$102.6M———
Caption Management, LLC
N/A—428,000-428,000-100%$102.0M———
HMI Capital Management, L.P.
N/A—425,950-425,950-100%$101.5M———
Optimus Prime Fund Management Co., Ltd.
N/A—420,000-420,000-100%$100.1M———
Senator Investment Group LP
N/A—420,000-420,000-100%$100.1M———
Vestmark Advisory Solutions, Inc.
N/A—419,029-419,029-100%$99.9M———
Optiver Holding B.V.
N/A—415,597-415,597-100%$99.1M———
Samlyn Capital, LLC
N/A—415,515-415,515-100%$99.0M———
Summit Financial, LLC
N/A—415,028-415,028-100%$98.9M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—414,360-414,360-100%$98.8M———
Teewinot Capital Advisers, L.L.C.
N/A—412,471-412,471-100%$98.3M———
Metis Global Partners, LLC
N/A—411,252-411,252-100%$98.0M———
Aristotle Atlantic Partners, LLC
N/A—409,278-409,278-100%$97.5M———
Insight Holdings Group, LLC
N/A—404,905-404,905-100%$96.5M———
Purpose Unlimited Inc.
N/A—402,955-402,955-100%$96.1M———
Iron Gate Global Advisors LLC
N/A—401,973-401,973-100%$95.8M———
M.D. Sass, LLC
N/A—399,702-399,702-100%$95.3M———
First Financial Bankshares Inc
N/A—399,513-399,513-100%$95.2M———
Mmbg Investment Advisors Co.
N/A—399,306-399,306-100%$95.2M———
Arkadios Wealth Advisors
N/A—399,200-399,200-100%$95.1M———
Segall Bryant & Hamill, LLC
N/A—398,457-398,457-100%$95.0M———
Rokos Capital Management LLP
N/A—397,840-397,840-100%$94.8M———
Thomasville National Bank
N/A—391,613-391,613-100%$93.3M———
Scopus Asset Management, L.P.
N/A—391,000-391,000-100%$93.2M———
Kingsview Wealth Management, LLC
N/A—390,605-390,605-100%$93.1M———
Spear Holdings RSC Ltd
N/A—389,590-389,590-100%$92.9M———
PBCay One RSC Ltd
N/A—389,589-389,589-100%$92.9M———
BlueCrest Capital Management Ltd
N/A—386,654-386,654-100%$92.2M———
Wealthspire Advisors, LLC
N/A—382,824-382,824-100%$91.2M———
Summit Trail Advisors, LLC
N/A—382,812-382,812-100%$91.2M———
Stock Yards Bank & Trust Co
N/A—379,919-379,919-100%$90.5M———
Fernbridge Capital Management LP
N/A—378,966-378,966-100%$90.3M———
Commerzbank Aktiengesellschaft
N/A—376,150-376,150-100%$89.7M———
River Road Asset Management, LLC
N/A—375,949-375,949-100%$89.6M———
Empirical Finance, LLC
N/A—371,802-371,802-100%$88.6M———
Dock Street Asset Management Inc
N/A—371,130-371,130-100%$88.5M———
Caprock Group, LLC
N/A—370,678-370,678-100%$88.3M———
BNP Paribas
N/A—369,463-369,463-100%$88.0M———
Canada Post Corp Registered Pension Plan
N/A—367,093-367,093-100%$87.5M———
Windward Capital Management Co
N/A—366,840-366,840-100%$87.4M———
Avalon Trust Co
N/A—366,073-366,073-100%$87.2M———
Baader Bank Aktiengesellschaft
N/A—364,455-364,455-100%$86.9M———
Picton Mahoney Asset Management
N/A—362,728-362,728-100%$86.5M———
Klingenstein Fields & Co LP
N/A—362,354-362,354-100%$86.4M———
Snowden Capital Advisors LLC
N/A—361,988-361,988-100%$86.3M———
Avenir Corp
N/A—360,572-360,572-100%$85.9M———
Insigneo Advisory Services, LLC
N/A—360,322-360,322-100%$85.9M———
OneDigital Investment Advisors LLC
N/A—358,850-358,850-100%$85.5M———
Square Wave Capital, LLC
N/A—358,800-358,800-100%$85.5M———
Dakota Wealth Management
N/A—353,785-353,785-100%$84.3M———
Hancock Prospecting Pty Ltd
N/A—351,000-351,000-100%$83.7M———
Oakmont Corp
N/A—349,766-349,766-100%$83.4M———
Aviso Financial Inc.
N/A—349,613-349,613-100%$83.3M———
Brevan Howard Capital Management LP
N/A—348,404-348,404-100%$83.0M———
Principal Securities, Inc.
N/A—347,640-347,640-100%$82.9M———
Rdst Capital LLC
N/A—347,474-347,474-100%$82.8M———
Joho Capital LLC
N/A—346,600-346,600-100%$82.6M———
CapitalatWork S.A.
N/A—345,700-345,700-100%$82.4M———
Hamilton Capital Partners Inc.
N/A—343,374-343,374-100%$81.8M———
J. Stern & Co. LLP
N/A—343,332-343,332-100%$81.8M———
World Investment Advisors
N/A—342,406-342,406-100%$72.2M———
Great Valley Advisor Group, Inc.
N/A—339,213-339,213-100%$80.8M———
Itau Unibanco Holding S.A.
N/A—336,878-336,878-100%$80.3M———
Destination Wealth Management
N/A—335,552-335,552-100%$80.0M———
Liontrust Investment Partners LLP
N/A—333,258-333,258-100%$79.4M———
First National Bank of Omaha
N/A—333,214-333,214-100%$79.7M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—332,113-332,113-100%$79.2M———
Freestone Grove Partners LP
N/A—331,415-331,415-100%$79.0M———
Ironvine Capital Partners, LLC
N/A—327,318-327,318-100%$78.0M———
Logan Capital Management Inc
N/A—326,431-326,431-100%$77.8M———
Capital International LTD
N/A—325,345-325,345-100%$77.5M———
Think Investments LP
N/A—325,275-325,275-100%$77.5M———
Park West Asset Management LLC
N/A—324,570-324,570-100%$77.4M———
Global Retirement Partners, LLC
N/A—324,127-324,127-100%$77.3M———
Benjamin Edwards Inc
N/A—318,490-318,490-100%$75.9M———
Trajan Wealth LLC
N/A—315,739-315,739-100%$75.3M———
Osmosis Investment Management UK Ltd
N/A—315,237-315,237-100%$75.1M———
Graham Capital Management, L.P.
N/A—314,943-314,943-100%$75.1M———
Northwestern Mutual Investment Management Company, LLC
N/A—313,851-313,851-100%$74.8M———
General Pension Society PZU Joint Stock Co
N/A—312,372-312,372-100%$74.5M———
Foundations Investment Advisors, LLC
N/A—312,133-312,133-100%$74.4M———
Siemens Fonds Invest GmbH
N/A—308,064-308,064-100%$73.4M———
DV Trading LLC
N/A—308,036-308,036-100%$73.4M———
GTS Securities LLC
N/A—307,627-307,627-100%$73.3M———
NorthCoast Asset Management LLC
N/A—306,315-306,315-100%$73.0M———
Walleye Trading LLC
N/A—302,244-302,244-100%$72.0M———
One Madison Group LLC
N/A—300,000-300,000-100%$71.5M———
Fairview Capital Investment Management, LLC
N/A—299,190-299,190-100%$71.3M———
WCG Wealth Advisors LLC
N/A—298,497-298,497-100%$71.1M———
Penserra Capital Management LLC
N/A—297,957-297,957-100%$71.0M———
Ameritas Investment Partners, Inc.
N/A—297,924-297,924-100%$71.0M———
Becker Capital Management Inc
N/A—296,621-296,621-100%$70.7M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—296,349-296,349-100%$42.8M———
Tikvah Management LLC
N/A—295,680-295,680-100%$70.5M———
Dixon Mitchell Investment Counsel Inc.
N/A—295,677-295,677-100%$70.5M———
Mufg Securities Americas Inc.
N/A—294,830-294,830-100%$70.3M———
Hantz Financial Services, Inc.
N/A—293,910-293,910-100%$70.1M———
Verition Fund Management LLC
N/A—291,107-291,107-100%$69.4M———
HughesLittle Investment Management Ltd.
N/A—290,255-290,255-100%$69.2M———
Sculptor Capital LP
N/A—290,000-290,000-100%$69.1M———
First Long Island Investors, LLC
N/A—289,993-289,993-100%$69.1M———
Advent International, L.P.
N/A—289,624-289,624-100%$69.0M———
Engineers Gate Manager LP
N/A—288,313-288,313-100%$68.7M———
Sumitomo Life Insurance Co
N/A—286,577-286,577-100%$68.3M———
RWA Wealth Partners, LLC
N/A—285,691-285,691-100%$68.1M———
Armistice Capital, LLC
N/A—284,562-284,562-100%$67.8M———
Avantyr Capital Partners, LP
N/A—282,886-282,886-100%$67.4M———
Aureus Asset Management, LLC
N/A—282,141-282,141-100%$67.2M———
MayTech Global Investments, LLC
N/A—281,682-281,682-100%$67.1M———
First Foundation Advisors
N/A—281,608-281,608-100%$67.1M———
Greenlea Lane Capital Management, LLC
N/A—280,350-280,350-100%$66.8M———
Defiance ETFs, LLC
N/A—279,949-279,949-100%$67.7M———
Lionstone Capital Management LLC
N/A—279,740-279,740-100%$66.7M———
Stony Point Capital LLC
N/A—278,427-278,427-100%$66.4M———
DigitalBridge Group, Inc.
N/A—277,905-277,905-100%$66.2M———
E Fund Management Co., Ltd.
N/A—277,655-277,655-100%$66.2M———
Circle Wealth Management, LLC
N/A—275,218-275,218-100%$65.6M———
Main Street Research LLC
N/A—274,738-274,738-100%$65.5M———
JBF Capital, Inc.
N/A—272,000-272,000-100%$64.8M———
GMT Capital Corp
N/A—271,800-271,800-100%$64.8M———
Progeny 3, Inc.
N/A—270,600-270,600-100%$64.5M———
Mark Asset Management LP
N/A—269,461-269,461-100%$64.2M———
Woodbridge Co LTD
N/A—268,854-268,854-100%$64.1M———
Night Owl Capital Management, LLC
N/A—268,254-268,254-100%$63.9M———
Castleark Management LLC
N/A—268,249-268,249-100%$63.9M———
Ostrum Asset Management
N/A—268,144-268,144-100%$63.9M———
Wesleyan Assurance Society
N/A—267,460-267,460-100%$63.7M———
Capital Group Private Client Services, Inc.
N/A—266,827-266,827-100%$63.6M———
Argent Trust Co
N/A—266,051-266,051-100%$63.4M———
Bronte Capital Management Pty Ltd.
N/A—261,433-261,433-100%$62.3M———
Toms Capital Investment Management LP
N/A—261,000-261,000-100%$62.2M———
Cumberland Partners Ltd
N/A—260,465-260,465-100%$62.1M———
Dnca Finance
N/A—259,776-259,776-100%$61.9M———
Northwest & Ethical Investments L.P.
N/A—258,513-258,513-100%$61.6M———
Ulysses Management LLC
N/A—257,500-257,500-100%$61.4M———
Capital Wealth Planning, LLC
N/A—255,991-255,991-100%$61.0M———
Vestcor Inc
N/A—254,158-254,158-100%$60.6M———
Osterweis Capital Management Inc
N/A—252,721-252,721-100%$60.2M———
Silvant Capital Management LLC
N/A—252,013-252,013-100%$60.1M———
Grace & Mercy Foundation, Inc.
N/A—251,913-251,913-100%$60.0M———
Heron Bay Capital Management
N/A—251,562-251,562-100%$60.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—251,313-251,313-100%$59.9M———
Baltimore-Washington Financial Advisors, Inc.
N/A—250,931-250,931-100%$59.8M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—249,984-249,984-100%$59.6M———
Petrus Trust Company, LTA
N/A—246,167-246,167-100%$58.7M———
Systematic Alpha Investments, LLC
N/A—244,969-244,969-100%$58.4M———
LM Advisors LLC
N/A—243,364-243,364-100%$58.1M———
Beck Mack & Oliver LLC
N/A—242,567-242,567-100%$57.8M———
Clare Market Investments LLC
N/A—239,471-239,471-100%$57.1M———
Bornite Capital Management LP
N/A—237,700-237,700-100%$56.7M———
Wilkinson Global Asset Management LLC
N/A—236,779-236,779-100%$56.4M———
Boston Family Office LLC
N/A—236,311-236,311-100%$56.3M———
Callahan Advisors, LLC
N/A—235,831-235,831-100%$56.2M———
SIT Investment Associates Inc
N/A—235,687-235,687-100%$56.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—235,304-235,304-100%$56.1M———
Hemenway Trust Co LLC
N/A—235,269-235,269-100%$56.1M———
Selkirk Management LLC
N/A—234,500-234,500-100%$55.9M———
Pallas Capital Advisors LLC
N/A—233,173-233,173-100%$55.6M———
Mutual Advisors, LLC
N/A—232,042-232,042-100%$55.3M———
Torque Asset Management LLC
N/A—231,090-231,090-100%$55.1M———
Impax Asset Management Group plc
N/A—230,059-230,059-100%$54.8M———
Venator Management LLC
N/A—230,042-230,042-100%$54.8M———
Cary Street Partners Financial LLC
N/A—228,912-228,912-100%$54.6M———
Meeder Advisory Services, Inc.
N/A—227,784-227,784-100%$54.3M———
SIH Partners, Lllp
N/A—227,492-227,492-100%$54.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—227,087-227,087-100%$54.1M———
Stonebridge Capital Advisors LLC
N/A—226,695-226,695-100%$54.0M———
Moore Capital Management, LP
N/A—223,435-223,435-100%$53.3M———
North Star Asset Management Inc
N/A—223,136-223,136-100%$53.2M———
Marathon Trading Investment Management LLC
N/A—222,872-222,872-100%$53.1M———
Bowie Capital Management, LLC
N/A—222,864-222,864-100%$53.1M———
CreativeOne Wealth, LLC
N/A—222,823-222,823-100%$53.1M———
Interval Partners, LP
N/A—222,805-222,805-100%$53.1M———
Tower Research Capital LLC (TRC)
N/A—220,370-220,370-100%$52.5M———
Roundview Capital LLC
N/A—218,030-218,030-100%$52.0M———
Ingalls & Snyder LLC
N/A—218,020-218,020-100%$52.0M———
Wedbush Fund Advisers, LLC
N/A—217,726-217,726-100%$51.9M———
Weitz Investment Management, Inc.
N/A—217,500-217,500-100%$51.8M———
Clough Capital Partners L P
N/A—217,106-217,106-100%$51.7M———
Modern Wealth Management, LLC
N/A—214,458-214,458-100%$51.1M———
Horiko Capital Management LLC
N/A—214,058-214,058-100%$51.1M———
Martingale Asset Management L P
N/A—214,015-214,015-100%$51.0M———
Westpac Banking Corp
N/A—213,619-213,619-100%$50.9M———
Advaya LLP
N/A—212,800-212,800-100%$50.7M———
IHT Wealth Management, LLC
N/A—212,783-212,783-100%$50.7M———
Caisse DES Depots ET Consignations
N/A—212,440-212,440-100%$50.6M———
Granite Bay Wealth Management, LLC
N/A—210,270-210,270-100%$50.1M———
Parallax Volatility Advisers, L.P.
N/A—209,819-209,819-100%$50.0M———
Clarity Financial LLC
N/A—209,200-209,200-100%$49.9M———
F/m Investments LLC
N/A—208,488-208,488-100%$49.7M———
SouthState Bank Corp
N/A—208,294-208,294-100%$49.6M———
Dorsey & Whitney Trust Co LLC
N/A—207,327-207,327-100%$49.4M———
Ballentine Partners, LLC
N/A—207,172-207,172-100%$49.4M———
Knollwood Investment Advisory, LLC
N/A—206,729-206,729-100%$49.3M———
Columbus Hill Capital Management, L.P.
N/A—206,112-206,112-100%$49.1M———
Mizuho Markets Americas LLC
N/A—205,800-205,800-100%$49.1M———
Kovack Advisors, Inc.
N/A—205,750-205,750-100%$49.3M———
Montanova Capital, LLC
N/A—204,860-204,860-100%$48.8M———
Moneta Group Investment Advisors LLC
N/A—202,658-202,658-100%$48.3M———
Gladstone Institutional Advisory LLC
N/A—200,317-200,317-100%$47.7M———
Rheos Capital Works Inc.
N/A—200,000-200,000-100%$47.7M———
Telemark Asset Management, LLC
N/A—200,000-200,000-100%$47.7M———
Cypress Funds LLC
N/A—198,532-198,532-100%$47.3M———
Spartan Wealth Advisory Services LLC
N/A—197,408-197,408-100%$47.1M———
Heritage Wealth Advisors
N/A—197,145-197,145-100%$47.0M———
S&CO Inc
N/A—196,975-196,975-100%$46.9M———
Parkwood LLC
N/A—195,323-195,323-100%$46.6M———
PFG Investments, LLC
N/A—194,482-194,482-100%$46.4M———
Sora Investors LLC
N/A—193,437-193,437-100%$46.1M———
Centaurus Financial, Inc.
N/A—193,412-193,412-100%$46.1M———
Savvy Advisors, Inc.
N/A—192,007-192,007-100%$45.8M———
Focus Partners Advisor Solutions, LLC
N/A—191,666-191,666-100%$45.7M———
Western Wealth Management, LLC
N/A—190,131-190,131-100%$45.3M———
Gavilan Investment Partners LLC
N/A—190,000-190,000-100%$45.3M———
KR Capital LP
N/A—188,778-188,778-100%$45.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—185,611-185,611-100%$44.2M———
Harbour Investments, Inc.
N/A—185,330-185,330-100%$44.2M———
Rollins Financial Advisors, LLC
N/A—183,007-183,007-100%$43.6M———
New Age Alpha Advisors, LLC
N/A—181,451-181,451-100%$43.2M———
MAR Vista Investment Partners LLC
N/A—181,364-181,364-100%$43.2M———
Cornerstone Capital, Inc.
N/A—181,132-181,132-100%$43.2M———
Cadian Capital Management, LP
N/A—179,700-179,700-100%$42.8M———
YCG, LLC
N/A—179,513-179,513-100%$42.8M———
Belpointe Asset Management LLC
N/A—179,087-179,087-100%$42.7M———
MidFirst Bank
N/A—176,520-176,520-100%$42.1M———
Discovery Capital Management, LLC / CT
N/A—176,435-176,435-100%$42.1M———
National Philanthropic Trust
N/A—175,961-175,961-100%$41.9M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—175,932-175,932-100%$41.9M———
Act Two Investors LLC
N/A—175,801-175,801-100%$41.9M———
BTC Capital Management, Inc.
N/A—175,342-175,342-100%$41.8M———
Ithaka Group LLC
N/A—175,204-175,204-100%$41.8M———
Crow's Nest Holdings LP
N/A—175,000-175,000-100%$41.7M———
Thoroughbred Financial Services, LLC
N/A—173,842-173,842-100%$41.4M———
Rothschild Investment LLC
N/A—173,367-173,367-100%$41.3M———
Sirios Capital Management L P
N/A—173,360-173,360-100%$41.3M———
Capco Asset Management, LLC
N/A—173,009-173,009-100%$41.2M———
Dash Acquisitions Inc.
N/A—172,896-172,896-100%$46.2M———
ST Germain D J Co Inc
N/A—171,326-171,326-100%$40.8M———
CastleKnight Management LP
N/A—170,090-170,090-100%$40.5M———
Boothbay Fund Management, LLC
N/A—169,527-169,527-100%$40.4M———
Cooperman Leon G
N/A—169,500-169,500-100%$40.4M———
Titan Investment Solutions Ltd
N/A—169,248-169,248-100%$40.3M———
Long Corridor Asset Management Ltd
N/A—169,150-169,150-100%$40.3M———
Ancora Advisors LLCA
N/A—167,856-167,856-100%$40.0M———
Centiva Capital, LP
N/A—166,835-166,835-100%$39.8M———
Ardmore Road Asset Management LP
N/A—165,200-165,200-100%$39.4M———
Silicon Valley Capital Partners
N/A—164,885-164,885-100%$39.3M———
GFI Investment Counsel Ltd.
N/A—162,210-162,210-100%$38.7M———
Pennant Investors, LP
N/A—162,000-162,000-100%$38.6M———
Sandhill Capital Partners LLC
N/A—161,658-161,658-100%$38.5M———
McDonough Capital Management, Inc
N/A—161,150-161,150-100%$28.1M———
Davidson Kempner Capital Management LP
N/A—160,000-160,000-100%$38.1M———
Osborne Partners Capital Management, LLC
N/A—159,640-159,640-100%$38.0M———
ShawSpring Partners LLC
N/A—157,020-157,020-100%$37.4M———
Harvey Capital Management Inc
N/A—156,043-156,043-100%$37.2M———
Valiant Capital Management, L.P.
N/A—155,404-155,404-100%$37.0M———
KCM Capital Inc
N/A—155,000-155,000-100%$36.9M———
CCM Investment Advisers LLC
N/A—154,290-154,290-100%$36.8M———
J. Goldman & Co LP
N/A—153,817-153,817-100%$36.7M———
Harbor Advisors LLC
N/A—153,200-153,200-100%$36.5M———
Lombard Odier Asset Management (Europe) Ltd
N/A—151,842-151,842-100%$36.2M———
WS Management Lllp
N/A—151,831-151,831-100%$36.2M———
Renaissance Group LLC
N/A—151,023-151,023-100%$36.0M———
Ursa Fund Management, LLC
N/A—150,000-150,000-100%$35.8M———
Guardian Point Capital, LP
N/A—150,000-150,000-100%$35.8M———
Blue Chip Partners, LLC
N/A—149,712-149,712-100%$35.7M———
AMS Capital Ltda
N/A—149,510-149,510-100%$35.6M———
German American Bancorp, Inc.
N/A—148,069-148,069-100%$35.3M———
Invictus Private Wealth, LLC
N/A—147,519-147,519-100%$35.2M———
Amica Mutual Insurance Co
N/A—146,933-146,933-100%$35.0M———
Solel Partners LP
N/A—146,800-146,800-100%$35.0M———
Howe & Rusling Inc
N/A—146,782-146,782-100%$35.0M———
Colonial Trust Advisors
N/A—146,601-146,601-100%$34.9M———
McMillan Office, Inc.
N/A—146,440-146,440-100%$34.9M———
BW Gestao de Investimentos Ltda.
N/A—146,407-146,407-100%$34.9M———
Longbow Finance SA
N/A—146,089-146,089-100%$34.8M———
FJ Investments, LLC
N/A—146,071-146,071-100%$34.8M———
BTG Pactual Asset Management US LLC
N/A—144,436-144,436-100%$34.4M———
Ameritas Advisory Services, LLC
N/A—144,432-144,432-100%$34.4M———
Jaffetilchin Investment Partners, LLC
N/A—144,307-144,307-100%$34.4M———
Hardman Johnston Global Advisors LLC
N/A—143,758-143,758-100%$34.3M———
Smartleaf Asset Management LLC
N/A—143,388-143,388-100%$34.4M———
Verbena Value LP
N/A—143,200-143,200-100%$34.1M———
Lowe Brockenbrough & Co Inc
N/A—143,176-143,176-100%$34.1M———
Buffalo Business & Estate Services LTD
N/A—142,885-142,885-100%$34.1M———
Consilio Wealth Advisors, LLC
N/A—140,441-140,441-100%$33.5M———
Connors Investor Services Inc
N/A—140,054-140,054-100%$33.4M———
Bragg Financial Advisors, Inc
N/A—139,962-139,962-100%$33.4M———
Headlands Technologies LLC
N/A—139,685-139,685-100%$33.3M———
Stansberry Asset Management, LLC
N/A—139,659-139,659-100%$33.3M———
Stratos Wealth Advisors, LLC
N/A—139,239-139,239-100%$33.2M———
Arvest Bank Trust Division
N/A—139,068-139,068-100%$33.1M———
Pine Valley Investments Ltd Liability Co
N/A—138,869-138,869-100%$33.1M———
ArchPoint Investors
N/A—138,210-138,210-100%$32.9M———
Novare Capital Management LLC
N/A—137,717-137,717-100%$32.8M———
Nicolet Bankshares Inc
N/A—137,494-137,494-100%$33.2M———
Simmons Bank
N/A—137,436-137,436-100%$32.8M———
Bridgeway Capital Management, LLC
N/A—137,342-137,342-100%$32.7M———
First American Trust, FSB
N/A—137,335-137,335-100%$32.7M———
Wedgewood Partners Inc
N/A—135,440-135,440-100%$32.3M———
Fidelis Capital Partners, LLC
N/A—135,424-135,424-100%$32.3M———
Schnieders Capital Management, Llc.
N/A—134,888-134,888-100%$32.1M———
Nwam LLC
N/A—134,748-134,748-100%$32.1M———
Alight Capital Management LP
N/A—134,700-134,700-100%$32.1M———
Red Door Wealth Management, LLC
N/A—134,397-134,397-100%$32.0M———
Coastal Bridge Advisors, LLC
N/A—133,997-133,997-100%$31.9M———
SummitTX Capital, L.P.
N/A—133,823-133,823-100%$31.9M———
Lansdowne Partners (UK) LLP
N/A—132,969-132,969-100%$31.7M———
Howard Hughes Medical Institute
N/A—132,871-132,871-100%$31.7M———
Ally Financial Inc.
N/A—132,000-132,000-100%$31.5M———
NorthRock Partners, LLC
N/A—131,565-131,565-100%$31.4M———
Albar Capital Partners LLP
N/A—130,861-130,861-100%$31.2M———
Syon Capital LLC
N/A—130,605-130,605-100%$31.1M———
Azimuth Capital Investment Management LLC
N/A—130,567-130,567-100%$31.1M———
Headwater Capital Co Ltd
N/A—130,000-130,000-100%$31.0M———
GCM Grosvenor Holdings, LLC
N/A—127,937-127,937-100%$30.5M———
Sand Hill Global Advisors, LLC
N/A—127,690-127,690-100%$30.4M———
Rothschild Capital Partners, LLC
N/A—127,579-127,579-100%$30.4M———
Lighthouse Investment Partners, LLC
N/A—127,562-127,562-100%$30.4M———
Emerald Investment Advisers, LLC
N/A—127,113-127,113-100%$30.3M———
IQ EQ Fund Management (Ireland) Ltd
N/A—125,949-125,949-100%$30.0M———
Burling Wealth Partners, LLC
N/A—125,705-125,705-100%$30.0M———
Fortis Capital Management LLC
N/A—125,351-125,351-100%$29.9M———
Covington Investment Advisors Inc.
N/A—125,331-125,331-100%$29.9M———
Woodson Capital Management, LP
N/A—125,000-125,000-100%$29.8M———
Conway Capital Management, Inc.
N/A—124,346-124,346-100%$29.6M———
University of Illinois Foundation
N/A—123,685-123,685-100%$29.5M———
Webster Bank, N. A.
N/A—123,436-123,436-100%$29.4M———
Geneos Wealth Management Inc.
N/A—123,159-123,159-100%$29.4M———
America First Investment Advisors, LLC
N/A—122,618-122,618-100%$29.2M———
Titan Global Capital Management USA LLC
N/A—122,107-122,107-100%$29.1M———
Pennant Select, LLC
N/A—121,300-121,300-100%$28.9M———
Atmos Capital Gestao de Recursos Ltda.
N/A—121,071-121,071-100%$28.9M———
Stratos Investment Management, LLC
N/A—120,809-120,809-100%$28.8M———
Robinhood Asset Management, LLC
N/A—120,630-120,630-100%$28.8M———
Pure Financial Advisors, LLC
N/A—120,184-120,184-100%$28.6M———
Laura & John Arnold Foundation
N/A—120,000-120,000-100%$28.6M———
Jacobson & Schmitt Advisors, LLC
N/A—119,699-119,699-100%$28.5M———
Chescapmanager LLC
N/A—119,500-119,500-100%$28.5M———
Spirepoint Private Client, LLC
N/A—119,451-119,451-100%$28.5M———
GW&K Investment Management, LLC
N/A—118,386-118,386-100%$28.2M———
Bouchey Financial Group, Ltd.
N/A—117,848-117,848-100%$28.1M———
Peak6 LLC
N/A—117,702-117,702-100%$28.1M———
Gamco Investors, Inc. ET AL
N/A—117,679-117,679-100%$28.0M———
Biondo Investment Advisors, LLC
N/A—117,314-117,314-100%$28.0M———
Alerus Financial NA
N/A—116,785-116,785-100%$27.8M———
Twin Capital Management Inc
N/A—116,543-116,543-100%$27.8M———
East Coast Asset Management, Llc.
N/A—115,989-115,989-100%$27.6M———
Hamilton Wealth, LLC
N/A—115,976-115,976-100%$27.6M———
Shellback Capital, LP
N/A—115,000-115,000-100%$27.4M———
PYA Waltman Capital, LLC
N/A—114,869-114,869-100%$27.4M———
Sone Capital Management, LLC
N/A—113,779-113,779-100%$27.1M———
Essex Financial Services, Inc.
N/A—113,638-113,638-100%$27.1M———
Financial Engines Advisors L.L.C.
N/A—113,000-113,000-100%$26.9M———
SlateStone Wealth, LLC
N/A—112,677-112,677-100%$26.9M———
Lone Peak Global Investors LLC
N/A—112,671-112,671-100%$26.9M———
Ogborne Capital Management, LLC
N/A—112,500-112,500-100%$26.8M———
HighPoint Advisor Group LLC
N/A—111,960-111,960-100%$26.7M———
Benchstone Capital Management LP
N/A—111,357-111,357-100%$26.5M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—110,564-110,564-100%$26.4M———
Triavera Capital LLC
N/A—110,076-110,076-100%$26.2M———
Wishbone Management, LP
N/A—110,000-110,000-100%$26.2M———
Avalon Global Asset Management LLC
N/A—109,600-109,600-100%$26.1M———
Van Hulzen Asset Management, LLC
N/A—109,314-109,314-100%$26.1M———
Aquatic Capital Management LLC
N/A—108,961-108,961-100%$26.0M———
Maven Securities LTD
N/A—108,516-108,516-100%$25.9M———
Sellaronda Global Management LP
N/A—108,500-108,500-100%$25.9M———
Hodges Capital Management Inc.
N/A—108,474-108,474-100%$25.9M———
Maple Rock Capital Partners Inc.
N/A—108,000-108,000-100%$25.7M———
Delta Global Management LP
N/A—107,882-107,882-100%$25.7M———
NFJ Investment Group, LLC
N/A—107,871-107,871-100%$25.7M———
Fort Sheridan Advisors LLC
N/A—107,410-107,410-100%$25.6M———
Leavell Investment Management, Inc.
N/A—107,243-107,243-100%$25.6M———
Zeno Equity Partners LLP
N/A—107,007-107,007-100%$25.5M———
BFC Planning, Inc.
N/A—106,605-106,605-100%$25.4M———
Stillwater Capital Advisors, LLC
N/A—106,527-106,527-100%$25.4M———
Riverview Capital Advisers, LLC
N/A—106,509-106,509-100%$25.4M———
Fiduciary Group, LLC
N/A—106,419-106,419-100%$25.4M———
Concord Investment Counsel Inc.
N/A—106,190-106,190-100%$25.1M———
Prosperity Consulting Group, LLC
N/A—106,184-106,184-100%$25.3M———
Transcend Capital Advisors, LLC
N/A—105,889-105,889-100%$25.2M———
Krane Funds Advisors LLC
N/A—105,551-105,551-100%$25.2M———
Sfmg, LLC
N/A—105,222-105,222-100%$25.1M———
Broadleaf Partners, LLC
N/A—105,103-105,103-100%$25.1M———
Hillsdale Investment Management Inc.
N/A—104,909-104,909-100%$25.0M———
Financial Avengers, Inc.
N/A—104,748-104,748-100%$25.0M———
Kintra Wealth, LLC
N/A—104,575-104,575-100%$27.7M———
Claar Advisors LLC
N/A—104,353-104,353-100%$24.9M———
Highlander Partners, L.P.
N/A—104,000-104,000-100%$24.8M———
Hamilton Capital Partners, LLC
N/A—103,554-103,554-100%$24.7M———
Kemnay Advisory Services Inc.
N/A—103,553-103,553-100%$24.7M———
SCS Capital Management LLC
N/A—102,816-102,816-100%$24.5M———
FourThought Financial Partners, LLC
N/A—102,598-102,598-100%$24.5M———
Cozad Asset Management Inc
N/A—102,237-102,237-100%$24.4M———
Palisade Capital Management, LP
N/A—102,045-102,045-100%$24.3M———
Turim 21 Investimentos Ltda.
N/A—101,621-101,621-100%$24.2M———
Zuckerman Investment Group, LLC
N/A—101,001-101,001-100%$24.1M———
Keenan Capital, LLC
N/A—101,000-101,000-100%$24.1M———
Icon Wealth Advisors, LLC
N/A—100,227-100,227-100%$23.9M———
Keystone Financial Group
N/A—100,173-100,173-100%$23.9M———
Elequin Capital, LP
N/A—100,000-100,000-100%$23.8M———
AlTi Global, Inc.
N/A—99,104-99,104-100%$23.6M———
Bluegrass Capital Partners LP
N/A—99,000-99,000-100%$23.6M———
Bwcp, LP
N/A—98,983-98,983-100%$23.6M———
Venturi Wealth Management, LLC
N/A—98,512-98,512-100%$23.5M———
Advocacy Wealth Management, LLC
N/A—98,091-98,091-100%$23.4M———
Matthew 25 Management Corp
N/A—97,500-97,500-100%$23.2M———
Incline Global Management LLC
N/A—97,445-97,445-100%$23.2M———
1776 Wealth LLC
N/A—96,585-96,585-100%$23.0M———
Zevin Asset Management LLC
N/A—96,432-96,432-100%$23.0M———
Intellectus Partners, LLC
N/A—96,111-96,111-100%$22.9M———
Pragma Gestao de Patrimonio LTD
N/A—96,050-96,050-100%$22.9M———
Onex Canada Asset Management Inc.
N/A—95,897-95,897-100%$22.9M———
Proficio Capital Partners LLC
N/A—95,828-95,828-100%$22.8M———
Keel Point, LLC
N/A—95,715-95,715-100%$22.8M———
Apriem Advisors
N/A—95,024-95,024-100%$22.6M———
Kiley Juergens Wealth Management, LLC
N/A—94,827-94,827-100%$22.6M———
Ratan Capital Management LP
N/A—94,288-94,288-100%$22.5M———
H Squared Management LP
N/A—94,125-94,125-100%$22.4M———
Rosenblum Silverman Sutton S F Inc
N/A—94,068-94,068-100%$22.4M———
Vision Retirement, LLC
N/A—93,883-93,883-100%$22.4M———
Ausdal Financial Partners, Inc.
N/A—93,630-93,630-100%$22.3M———
Arete Wealth Advisors, LLC
N/A—93,627-93,627-100%$22.3M———
Arrow Capital Management, LLC
N/A—93,248-93,248-100%$22.2M———
Qtron Investments LLC
N/A—92,851-92,851-100%$22.1M———
River Wealth Advisors LLC
N/A—92,713-92,713-100%$22.1M———
HFR Wealth Management, LLC
N/A—92,387-92,387-100%$22.0M———
Bank of Hawaii
N/A—91,676-91,676-100%$21.9M———
Pangea Capital Gestao de Recursos Ltda.
N/A—91,221-91,221-100%$21.7M———
Josh Arnold Investment Consultant, LLC
N/A—91,158-91,158-100%$21.7M———
Zhang Financial LLC
N/A—90,935-90,935-100%$21.7M———
Frec Markets, Inc.
N/A—90,665-90,665-100%$21.6M———
First National Advisers, LLC
N/A—90,504-90,504-100%$21.6M———
SageGuard Financial Group, LLC
N/A—90,105-90,105-100%$21.5M———
Alley Investment Management Company, LLC
N/A—89,991-89,991-100%$21.4M———
Manhattan West Asset Management, LLC
N/A—89,321-89,321-100%$21.3M———
Sound View Wealth Advisors Group, LLC
N/A—89,124-89,124-100%$21.2M———
Copos Capital B.V.
N/A—89,098-89,098-100%$21.2M———
Catalyst Funds Management Pty Ltd
N/A—89,001-89,001-100%$21.2M———
Kids Capital Management, L.P.
N/A—89,000-89,000-100%$21.2M———
Byrne Financial Freedom, LLC
N/A—88,888-88,888-100%$21.2M———
Jump Financial, LLC
N/A—88,803-88,803-100%$21.2M———
Tremblant Capital Group
N/A—88,686-88,686-100%$21.1M———
Jain Global LLC
N/A—88,160-88,160-100%$21.0M———
Stonebridge Financial Group, LLC
N/A—88,107-88,107-100%$21.0M———
Cooper Creek Partners Management LLC
N/A—88,046-88,046-100%$21.0M———
Morse Asset Management, Inc
N/A—87,976-87,976-100%$21.0M———
Intesa Sanpaolo S.p.A.
N/A—87,910-87,910-100%$20.9M———
Hilltop Holdings Inc.
N/A—87,904-87,904-100%$21.0M———
Bogart Wealth, LLC
N/A—87,629-87,629-100%$20.9M———
Northstar Group, Inc.
N/A—87,304-87,304-100%$20.8M———
Bank Hapoalim BM
N/A—87,107-87,107-100%$20.8M———
Capital Analysts, LLC
N/A—87,047-87,047-100%$20.7M———
NWI Management LP
N/A—87,000-87,000-100%$20.7M———
K.J. Harrison & Partners Inc
N/A—86,856-86,856-100%$20.7M———
Naviter Wealth, LLC
N/A—86,798-86,798-100%$20.7M———
Bienville Capital Management, LLC
N/A—86,722-86,722-100%$20.7M———
Hound Partners, LLC
N/A—86,440-86,440-100%$20.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—86,413-86,413-100%$20.6M———
Octavia Wealth Advisors, LLC
N/A—86,221-86,221-100%$20.5M———
XTX Topco Ltd
N/A—86,044-86,044-100%$20.5M———
King Wealth Management Group
N/A—85,521-85,521-100%$20.4M———
CIM, LLC
N/A—85,520-85,520-100%$20.4M———
Arthedge Capital Management, LLC
N/A—84,860-84,860-100%$20.2M———
EMC Capital Management
N/A—84,750-84,750-100%$21.0K———
Goodman Financial Corp
N/A—84,414-84,414-100%$20.1M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—84,309-84,309-100%$20.1M———
Nicola Wealth Management Ltd.
N/A—83,800-83,800-100%$20.0M———
Hilton Capital Management, LLC
N/A—83,615-83,615-100%$19.9M———
FAS Wealth Partners, Inc.
N/A—83,305-83,305-100%$19.9M———
Meiji Yasuda Life Insurance Co
N/A—83,300-83,300-100%$19.9M———
Spinnaker Trust
N/A—82,954-82,954-100%$19.8M———
Altrafin AG
N/A—82,803-82,803-100%$19.7M———
Perennial Investment Advisors, LLC
N/A—82,523-82,523-100%$19.7M———
Shufro Rose & Co LLC
N/A—82,088-82,088-100%$19.6M———
Haverford Trust Co
N/A—81,917-81,917-100%$19.5M———
1ST Source Bank
N/A—81,817-81,817-100%$19.5M———
Cheviot Value Management, LLC
N/A—81,721-81,721-100%$19.5M———
Palumbo Wealth Management LLC
N/A—81,207-81,207-100%$19.4M———
Rice Partnership, LLC
N/A—80,856-80,856-100%$19.3M———
Riverstone Advisors, LLC
N/A—80,728-80,728-100%$19.2M———
Donaldson Capital Management, LLC
N/A—80,609-80,609-100%$19.2M———
Tiptree Advisors, LLC
N/A—80,500-80,500-100%$19.2M———
Night Squared LP
N/A—80,378-80,378-100%$19.2M———
Algert Global LLC
N/A—80,342-80,342-100%$19.1M———
Whalerock Point Partners, LLC
N/A—80,295-80,295-100%$19.1M———
Berger Financial Group, Inc
N/A—80,239-80,239-100%$19.1M———
Bantamac Capital, LLC
N/A—80,200-80,200-100%$19.1M———
Georgetown University
N/A—79,872-79,872-100%$19.0M———
Lynwood Price Capital Management LP
N/A—79,445-79,445-100%$18.9M———
Buckley Wealth Management, LLC
N/A—78,986-78,986-100%$18.8M———
Capital & Planning, LLC
N/A—78,295-78,295-100%$18.7M———
Broderick Brian C
N/A—78,265-78,265-100%$18.7M———
Elk River Wealth Management LLC
N/A—78,201-78,201-100%$18.6M———
Brookwood Investment Group LLC
N/A—78,159-78,159-100%$18.6M———
Bank of Nova Scotia Trust Co
N/A—78,112-78,112-100%$18.6M———
Timber Creek Capital Management LLC
N/A—77,879-77,879-100%$18.6M———
Intrust Bank NA
N/A—77,084-77,084-100%$18.4M———
Bridgewater Advisors Inc.
N/A—76,356-76,356-100%$21.7M———
Holderness Investments Co
N/A—75,794-75,794-100%$18.1M———
Sargent Investment Group, LLC
N/A—75,602-75,602-100%$18.0M———
Jackson Hill Advisors, LLC
N/A—75,500-75,500-100%$18.0M———
Nicholas Investment Partners, LP
N/A—75,046-75,046-100%$17.9M———
Cambient Family Office, LLC
N/A—74,099-74,099-100%$17.7M———
Townsquare Capital LLC
N/A—74,024-74,024-100%$17.6M———
Hutchinson Capital Management
N/A—73,894-73,894-100%$17.6M———
Continuum Advisory, LLC
N/A—73,788-73,788-100%$17.6M———
11 Capital Partners LP
N/A—73,740-73,740-100%$17.6M———
Anchor Investment Management, LLC
N/A—73,472-73,472-100%$17.5M———
Checchi Capital Advisers, LLC
N/A—73,397-73,397-100%$17.5M———
Advisory Alpha, LLC
N/A—73,039-73,039-100%$17.4M———
Kirtland Hills Capital Management, LLC
N/A—72,899-72,899-100%$17.4M———
Concentric Capital Strategies, LP
N/A—72,668-72,668-100%$17.3M———
Ironwood Investment Counsel, LLC
N/A—72,532-72,532-100%$17.3M———
Visualize Group LP
N/A—72,500-72,500-100%$17.3M———
RNC Capital Management LLC
N/A—72,444-72,444-100%$17.3M———
Evolve Private Wealth, LLC
N/A—72,380-72,380-100%$17.3M———
Trivium Point Advisory, LLC
N/A—72,285-72,285-100%$17.2M———
Black Swift Group, LLC
N/A—72,200-72,200-100%$17.2M———
Jasper Ridge Partners, L.P.
N/A—72,068-72,068-100%$17.2M———
Decatur Capital Management, Inc.
N/A—72,062-72,062-100%$17.2M———
Adapt Investment Managers SA
N/A—71,982-71,982-100%$17.2M———
9823 Capital, L.P.
N/A—71,915-71,915-100%$17.1M———
Pelham Capital Ltd.
N/A—71,730-71,730-100%$17.1M———
SOA Wealth Advisors, Llc.
N/A—71,625-71,625-100%$13.7M———
Capital Group Investment Management Pte. Ltd.
N/A—71,379-71,379-100%$17.0M———
Darwins River Capital, LP
N/A—71,354-71,354-100%$17.0M———
Guardian Capital LP
N/A—71,324-71,324-100%$17.0M———
Bulltick Wealth Management, LLC
N/A—70,389-70,389-100%$16.8M———
GeoWealth Management, LLC
N/A—70,269-70,269-100%$16.7M———
Fortis Capital Advisors, LLC
N/A—70,098-70,098-100%$16.7M———
Rehmann Capital Advisory Group
N/A—70,007-70,007-100%$16.7M———
RBF Capital, LLC
N/A—70,000-70,000-100%$16.7M———
Bearing Point Capital, LLC
N/A—69,596-69,596-100%$16.6M———
Whetstone Capital Advisors, LLC
N/A—69,271-69,271-100%$16.5M———
Ardsley Advisory Partners LP
N/A—69,000-69,000-100%$16.4M———
Cascade Financial Partners, LLC
N/A—68,914-68,914-100%$16.4M———
Denali Advisors LLC
N/A—68,888-68,888-100%$16.4M———
LRI Investments, LLC
N/A—68,711-68,711-100%$11.4M———
Fremen Capital Management LP
N/A—68,514-68,514-100%$16.3M———
Coleford Investment Management Ltd.
N/A—68,339-68,339-100%$16.3M———
RPg Family Wealth Advisory, LLC
N/A—68,148-68,148-100%$16.2M———
Melqart Asset Management (UK) Ltd
N/A—68,122-68,122-100%$16.2M———
Motco
N/A—68,052-68,052-100%$16.2M———
Marble Wealth, LLC
N/A—67,759-67,759-100%$16.1M———
Strategic Wealth Partners, Ltd.
N/A—67,682-67,682-100%$16.1M———
Waterloo Capital, L.P.
N/A—67,348-67,348-100%$16.1M———
Militia Capital Management LLC
N/A—67,193-67,193-100%$16.0M———
Ravenswood Partners LP
N/A—67,003-67,003-100%$16.0M———
TAGStone Capital, Inc.
N/A—66,821-66,821-100%$15.9M———
Sierra Capital LLC
N/A—66,662-66,662-100%$15.9M———
Stelac Advisory Services LLC
N/A—66,180-66,180-100%$15.8M———
Winton Group Ltd
N/A—66,123-66,123-100%$15.8M———
SageView Advisory Group, LLC
N/A—66,025-66,025-100%$15.7M———
Hills Bank & Trust Co
N/A—65,869-65,869-100%$15.7M———
Aspen Grove Capital, LLC
N/A—65,681-65,681-100%$15.7M———
Family Manage LLC
N/A—65,417-65,417-100%$15.6M———
Explore Capital Management, LLC
N/A—65,195-65,195-100%$15.5M———
Sivia Capital Partners, LLC
N/A—65,158-65,158-100%$15.5M———
NWK Group, Inc.
N/A—65,135-65,135-100%$15.5M———
Myda Advisors LLC
N/A—65,000-65,000-100%$15.5M———
Silver OAK Securities, Incorporated
N/A—64,976-64,976-100%$15.5M———
Trivest Advisors Ltd
N/A—64,960-64,960-100%$15.5M———
Shay Capital LLC
N/A—64,449-64,449-100%$15.4M———
Wellspring Financial Advisors, LLC
N/A—64,409-64,409-100%$15.4M———
Brasada Capital Management, LP
N/A—64,191-64,191-100%$15.3M———
Colonial Trust Co / SC
N/A—64,135-64,135-100%$15.3M———
Freshford Capital Management, LLC
N/A—64,051-64,051-100%$15.3M———
Kidder Stephen W
N/A—64,036-64,036-100%$15.3M———
Intercapital, LLC
N/A—64,000-64,000-100%$15.3M———
Warther Private Wealth, LLC
N/A—63,768-63,768-100%$15.2M———
Tradition Wealth Management, LLC
N/A—63,243-63,243-100%$15.1M———
Alden Global Capital LLC
N/A—63,213-63,213-100%$15.1M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—63,130-63,130-100%$15.0M———
Threadgill Financial, LLC
N/A—62,834-62,834-100%$15.0M———
Bridger Management, LLC
N/A—62,771-62,771-100%$15.0M———
Xcelsior Advisor Partners LLC
N/A—62,543-62,543-100%$14.9M———
Cinctive Capital Management LP
N/A—61,796-61,796-100%$14.7M———
Quantbot Technologies LP
N/A—61,627-61,627-100%$14.7M———
Providence Capital Advisors, LLC
N/A—61,611-61,611-100%$14.7M———
Morningstar Investment Management LLC
N/A—61,551-61,551-100%$12.8M———
Scholtz & Company, LLC
N/A—61,504-61,504-100%$14.7M———
Rockbridge Asset Management LLC
N/A—61,330-61,330-100%$14.6M———
Sphera Management Technology Funds Ltd
N/A—61,200-61,200-100%$14.6M———
Smithfield Trust Co
N/A—61,162-61,162-100%$14.6M———
Varenne Capital Partners
N/A—61,050-61,050-100%$14.5M———
Managed Asset Portfolios, LLC
N/A—60,880-60,880-100%$14.5M———
Harbor Advisory Corp
N/A—60,790-60,790-100%$14.5M———
Gateway Wealth Partners, LLC
N/A—60,778-60,778-100%$14.5M———
SPX Gestao de Recursos Ltda
N/A—60,746-60,746-100%$14.5M———
Trustmark Bank Trust Department
N/A—60,671-60,671-100%$14.5M———
Westend Capital Management, LLC
N/A—60,519-60,519-100%$14.4M———
Elwood Capital Partners LP
N/A—60,295-60,295-100%$14.4M———
Somerville Kurt F
N/A—60,216-60,216-100%$14.4M———
Infusive Asset Management Inc.
N/A—60,176-60,176-100%$14.3M———
Puzo Michael J
N/A—59,827-59,827-100%$14.3M———
Saraza Management, LP
N/A—59,500-59,500-100%$14.2M———
Mission Creek Capital Partners, Inc.
N/A—59,428-59,428-100%$13.0M———
CFO4Life Group, LLC
N/A—59,349-59,349-100%$14.1M———
Nelson Capital Management, LLC
N/A—59,183-59,183-100%$14.1M———
Z3 Capital Partners, LLC
N/A—59,038-59,038-100%$14.1M———
Glen Eagle Advisors, LLC
N/A—58,707-58,707-100%$14.0M———
Dynasty Wealth Management, LLC
N/A—58,511-58,511-100%$13.9M———
Meridian Wealth Advisors, LLC
N/A—58,413-58,413-100%$13.9M———
JT Stratford LLC
N/A—58,384-58,384-100%$13.9M———
Financial Strategies Group, Inc.
N/A—58,255-58,255-100%$14.4M———
NZS Capital, LLC
N/A—57,870-57,870-100%$13.8M———
L & S Advisors Inc
N/A—57,553-57,553-100%$13.7M———
Susquehanna Portfolio Strategies, LLC
N/A—57,507-57,507-100%$13.7M———
Lionhunter Capital Management, LLC
N/A—57,480-57,480-100%$13.7M———
KKM Financial LLC
N/A—57,469-57,469-100%$14.5M———
IFG Advisory, LLC
N/A—57,463-57,463-100%$13.7M———
Tyche Wealth Partners LLC
N/A—57,308-57,308-100%$13.7M———
Cvfg LLC
N/A—57,105-57,105-100%$13.6M———
Maridea Wealth Management LLC
N/A—56,662-56,662-100%$13.5M———
Titan Wealth (CI) Ltd
N/A—56,550-56,550-100%$13.5M———
D L Carlson Investment Group Inc
N/A—56,526-56,526-100%$13.5M———
Wealth Alliance, LLC
N/A—56,500-56,500-100%$13.5M———
Heritage Trust Co
N/A—56,343-56,343-100%$13.4M———
Tower Bridge Advisors
N/A—55,929-55,929-100%$13.3M———
Kerrisdale Advisers, LLC
N/A—55,891-55,891-100%$13.3M———
Pettyjohn, Wood & White, Inc
N/A—55,860-55,860-100%$13.3M———
Cercano Management LLC
N/A—55,622-55,622-100%$13.3M———
Garden State Investment Advisory Services LLC
N/A—55,413-55,413-100%$13.2M———
Black Cypress Capital Management, LLC
N/A—55,363-55,363-100%$13.2M———
Marco Investment Management LLC
N/A—55,274-55,274-100%$13.2M———
Fairtree Asset Management (Pty) Ltd
N/A—55,160-55,160-100%$13.1M———
Resolute Capital Asset Partners LLC
N/A—55,000-55,000-100%$13.1M———
Johnson Financial Group, Inc.
N/A—54,719-54,719-100%$13.0M———
Valueworks LLC
N/A—54,672-54,672-100%$13.0M———
Rench Wealth Management, Inc.
N/A—54,104-54,104-100%$12.9M———
Guardian Wealth Advisors, LLC / NC
N/A—53,814-53,814-100%$12.8M———
Miller Investment Management, LP
N/A—53,686-53,686-100%$12.8M———
JTC Employer Solutions Trustee Ltd
N/A—53,474-53,474-100%$12.7M———
Laffer Tengler Investments, Inc.
N/A—53,311-53,311-100%$12.7M———
Canal Capital Management, LLC
N/A—53,111-53,111-100%$12.7M———
Strategic Global Advisors, LLC
N/A—53,097-53,097-100%$12.7M———
Delaney Dennis R
N/A—52,952-52,952-100%$12.6M———
Mattson Financial Services, LLC
N/A—52,818-52,818-100%$13.2M———
Prospect Hill Management, LLC
N/A—52,793-52,793-100%$12.6M———
Annandale Capital, LLC
N/A—52,769-52,769-100%$12.6M———
Kelly Lawrence W & Associates Inc
N/A—52,710-52,710-100%$12.6M———
Meeder Asset Management Inc
N/A—52,350-52,350-100%$12.5M———
Keebeck Wealth Management
N/A—52,348-52,348-100%$12.5M———
Saranac Partners Ltd
N/A—52,274-52,274-100%$12.5M———
Q Global Advisors, LLC
N/A—52,000-52,000-100%$12.4M———
Iconiq Capital, LLC
N/A—51,917-51,917-100%$12.4M———
Affinity Wealth Management LLC
N/A—51,588-51,588-100%$12.3M———
KP Management LLC
N/A—51,500-51,500-100%$12.3M———
CNA Financial Corp
N/A—51,500-51,500-100%$12.3M———
PCM Encore, LLC
N/A—51,255-51,255-100%$12.2M———
Kera Capital Partners, Inc.
N/A—51,184-51,184-100%$12.2M———
O'Neil Global Advisors, Inc.
N/A—51,168-51,168-100%$12.2M———
Light Street Capital Management, LLC
N/A—51,000-51,000-100%$12.2M———
Legacy Financial Advisors, Inc.
N/A—50,314-50,314-100%$12.0M———
Pamplona Capital Management, LLC
N/A—50,130-50,130-100%$11.9M———
MainStreet Investment Advisors LLC
N/A—50,094-50,094-100%$11.9M———
Infinitum Asset Management, LLC
N/A—50,000-50,000-100%$11.9M———
Fund 1 Investments, LLC
N/A—50,000-50,000-100%$11.9M———
Intrinsic Edge Capital Management LLC
N/A—50,000-50,000-100%$11.9M———
Berkley W R Corp
N/A—50,000-50,000-100%$11.9M———
AssuredPartners Investment Advisors, LLC
N/A—49,966-49,966-100%$11.9M———
Roehl & Yi Investment Advisors, LLC
N/A—49,495-49,495-100%$1.5M———
Governors Lane LP
N/A—49,483-49,483-100%$11.8M———
Knightsbridge Asset Management, LLC
N/A—49,398-49,398-100%$11.8M———
Westmount Partners, LLC
N/A—49,396-49,396-100%$11.8M———
Riho Partners, LLC
N/A—49,318-49,318-100%$11.8M———
Blue Edge Capital, LLC
N/A—49,262-49,262-100%$11.7M———
Citizens Business Bank
N/A—49,260-49,260-100%$11.7M———
Gardner Lewis Asset Management L P
N/A—49,257-49,257-100%$11.7M———
Founders Financial Alliance, LLC
N/A—49,077-49,077-100%$11.7M———
Cape COD Five Cents Savings Bank
N/A—48,929-48,929-100%$11.7M———
Tsai Capital Corp
N/A—48,829-48,829-100%$11.6M———
Strait & Sound Wealth Management LLC
N/A—48,820-48,820-100%$11.6M———
Sender Co & Partners, Inc.
N/A—48,780-48,780-100%$11.6M———
Range Advisory, LLC
N/A—48,710-48,710-100%$11.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—48,390-48,390-100%$11.5M———
Iyo Bank, Ltd.
N/A—48,359-48,359-100%$11.5M———
Prudent Investors Network, Inc.
N/A—48,319-48,319-100%$11.5M———
Acorns Advisers, LLC
N/A—48,042-48,042-100%$11.5M———
1248 Management, LLC
N/A—48,010-48,010-100%$11.4M———
Maytus Capital Management, LLC
N/A—48,000-48,000-100%$11.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—47,922-47,922-100%$11.4M———
Heartland Bank & Trust Co
N/A—47,918-47,918-100%$11.4M———
Marietta Investment Partners LLC
N/A—47,805-47,805-100%$11.4M———
Templeton & Phillips Capital Management, LLC
N/A—47,669-47,669-100%$11.4M———
Stamos Capital Partners, L.P.
N/A—47,509-47,509-100%$11.3M———
Stevens Capital Management LP
N/A—47,129-47,129-100%$11.2M———
Quest Investment Management LLC
N/A—47,007-47,007-100%$11.2M———
Johns Hopkins University
N/A—46,998-46,998-100%$11.2M———
RB Capital Management, LLC
N/A—46,962-46,962-100%$11.2M———
Monimus Capital Management, LP
N/A—46,885-46,885-100%$11.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—46,872-46,872-100%$11.2M———
Greenline Partners, LLC
N/A—46,843-46,843-100%$11.2M———
Baldwin Investment Management, LLC
N/A—46,834-46,834-100%$11.2M———
Ketron Financial
N/A—46,830-46,830-100%$11.2M———
Monetta Financial Services Inc
N/A—46,500-46,500-100%$11.1M———
Resolute Wealth Strategies, LLC
N/A—46,411-46,411-100%$11.1M———
Game Creek Capital, LP
N/A—46,400-46,400-100%$11.1M———
Glassy Mountain Advisors, Inc.
N/A—46,219-46,219-100%$11.0M———
Brave Asset Management Inc
N/A—45,652-45,652-100%$10.9M———
Mosaic Family Wealth Partners, LLC
N/A—45,646-45,646-100%$10.9M———
Texas Capital Bank Wealth Management Services Inc
N/A—45,548-45,548-100%$10.9M———
Cloverfields Capital Group, LP
N/A—45,466-45,466-100%$10.8M———
Accent Capital Management, LLC
N/A—45,350-45,350-100%$10.8M———
Optas, LLC
N/A—44,946-44,946-100%$10.7M———
Seaview Investment Managers LLC
N/A—44,883-44,883-100%$10.7M———
Regal Investment Advisors LLC
N/A—44,748-44,748-100%$10.7M———
Aventura Private Wealth, LLC
N/A—44,526-44,526-100%$10.6M———
Game Plan Financial Advisors, LLC
N/A—44,512-44,512-100%$10.6M———
IFC Advisors LLC
N/A—44,474-44,474-100%$10.6M———
Alcosta Capital Management, Inc.
N/A—44,350-44,350-100%$10.6M———
Beck Capital Management, LLC
N/A—44,044-44,044-100%$10.5M———
AMJ Financial Wealth Management
N/A—44,012-44,012-100%$9.2M———
Atika Capital Management LLC
N/A—44,000-44,000-100%$10.5M———
BBR Partners, LLC
N/A—43,990-43,990-100%$10.5M———
Platform Wealth Management, LLC
N/A—43,840-43,840-100%$10.4M———
one8zero8, LLC
N/A—43,803-43,803-100%$10.4M———
Delta Investment Management, LLC
N/A—43,742-43,742-100%$10.4M———
Texas Yale Capital Corp.
N/A—43,400-43,400-100%$10.3M———
Main Street Financial Solutions, LLC
N/A—43,388-43,388-100%$10.3M———
Spinecap SAS
N/A—43,353-43,353-100%$10.3M———
Brant Point Investment Management LLC
N/A—43,238-43,238-100%$10.3M———
Spark Investment Management LLC
N/A—43,180-43,180-100%$10.3M———
Schwerin Boyle Capital Management Inc
N/A—43,150-43,150-100%$10.3M———
First Dallas Securities Inc.
N/A—43,126-43,126-100%$10.3M———
Cardiff Park Advisors, LLC
N/A—42,939-42,939-100%$10.2M———
OneAscent Financial Services LLC
N/A—42,756-42,756-100%$10.2M———
Peregrine Investment Management Inc
N/A—42,740-42,740-100%$10.2M———
Mathes Company, Inc.
N/A—42,705-42,705-100%$10.2M———
Stokes Family Office, LLC
N/A—42,683-42,683-100%$10.2M———
Quent Capital, LLC
N/A—42,543-42,543-100%$10.1M———
Drive Wealth Management, LLC
N/A—42,463-42,463-100%$10.1M———
Quotient Wealth Partners, LLC
N/A—42,454-42,454-100%$10.1M———
Te Ahumairangi Investment Management Ltd
N/A—42,407-42,407-100%$10.1M———
TFR Capital, Llc.
N/A—42,379-42,379-100%$10.1M———
Advyzon Investment Management, LLC
N/A—42,316-42,316-100%$10.1M———
Alaethes Wealth, LLC
N/A—42,177-42,177-100%$10.1M———
Prelude Capital Management, LLC
N/A—41,797-41,797-100%$10.0M———
SHP Wealth Management
N/A—41,643-41,643-100%$9.9M———
Graybill Wealth Management, Ltd.
N/A—41,498-41,498-100%$9.9M———
Paragon Capital Management LLC
N/A—41,390-41,390-100%$9.9M———
Calydon Capital
N/A—41,306-41,306-100%$9.8M———
Dimension Capital Management LLC
N/A—41,237-41,237-100%$9.8M———
Polar Asset Management Partners Inc.
N/A—41,100-41,100-100%$9.8M———
Oribel Capital Management, LP
N/A—40,900-40,900-100%$9.7M———
Brilliance Asset Management LTD
N/A—40,877-40,877-100%$9.7M———
Vela Investment Management, LLC
N/A—40,856-40,856-100%$9.7M———
Henson-Edgewater Management, LLC
N/A—40,763-40,763-100%$10.9M———
WealthShield Partners, LLC
N/A—40,692-40,692-100%$9.7M———
Infrastructure Capital Advisors, LLC
N/A—40,668-40,668-100%$9.7M———
Berkshire Asset Management LLC
N/A—40,601-40,601-100%$9.7M———
Osprey Private Wealth LLC
N/A—40,555-40,555-100%$9.7M———
Forum Finance Group S.A.
N/A—40,536-40,536-100%$7.8K———
IMA Advisory Services, Inc.
N/A—40,443-40,443-100%$9.6M———
Asset Management Group, Inc.
N/A—40,168-40,168-100%$9.6M———
Sompo Asset Management Co., Ltd.
N/A—40,126-40,126-100%$9.6M———
Synergy Financial Group, LTD
N/A—40,112-40,112-100%$9.6M———
Arini Capital Management Ltd
N/A—40,000-40,000-100%$9.5M———
CNB Bank
N/A—39,995-39,995-100%$9.5M———
Ducere Wealth Management LLC
N/A—39,848-39,848-100%$9.5M———
Proactive Wealth Strategies LLC
N/A—39,804-39,804-100%$9.5M———
Strategies Wealth Advisors, LLC
N/A—39,624-39,624-100%$9.4M———
Smith, Moore & Co.
N/A—39,366-39,366-100%$9.4M———
Mayflower Financial Advisors, LLC
N/A—39,364-39,364-100%$9.4M———
Polymer Capital Management (US) LLC
N/A—39,285-39,285-100%$9.4M———
Panoramic Capital, LLC
N/A—39,251-39,251-100%$9.4M———
IKE Capital, LLC
N/A—39,093-39,093-100%$9.3M———
Vanguard National Trust Co
N/A—38,852-38,852-100%$9.3M———
Fairfield, Bush & Co.
N/A—38,832-38,832-100%$9.3M———
Union Heritage Capital, LLC
N/A—38,824-38,824-100%$9.3M———
Southeast Asset Advisors, LLC
N/A—38,761-38,761-100%$9.2M———
Peloton Wealth Strategists
N/A—38,745-38,745-100%$9.2M———
Dumac, Inc.
N/A—38,679-38,679-100%$9.2M———
Modus Advisors, LLC
N/A—38,617-38,617-100%$9.2M———
Agave Capital Management Ltd
N/A—38,222-38,222-100%$9.1M———
Stonebrook Private Inc.
N/A—38,062-38,062-100%$9.1M———
Financial Gravity Companies, Inc.
N/A—38,025-38,025-100%$9.1M———
Havemeyer Place LP
N/A—37,694-37,694-100%$9.0M———
AR Asset Management Inc
N/A—37,655-37,655-100%$9.0M———
Wills Financial Group LLC
N/A—37,496-37,496-100%$8.9M———
LaSalle St. Investment Advisors, LLC
N/A—37,385-37,385-100%$8.9M———
Capstone Financial Advisors, Inc.
N/A—37,326-37,326-100%$8.9M———
New Insight Wealth Advisors
N/A—36,896-36,896-100%$8.8M———
Connable Office Inc
N/A—36,771-36,771-100%$8.8M———
MJP Associates Inc
N/A—36,753-36,753-100%$8.8M———
Prasad Wealth Partners, LLC
N/A—36,584-36,584-100%$8.7M———
Blackhill Capital Inc
N/A—36,580-36,580-100%$8.7M———
Strategic Investment Advisors / MI
N/A—36,567-36,567-100%$8.7M———
Peak Planning Group, LLC
N/A—36,563-36,563-100%$8.7M———
Resources Management Corp
N/A—36,529-36,529-100%$8.7M———
Hollencrest Capital Management
N/A—36,445-36,445-100%$8.7M———
Basecamp Wealth Advisors LLC
N/A—36,396-36,396-100%$8.7M———
Polymer Capital Management (HK) LTD
N/A—36,360-36,360-100%$8.7M———
Twin Peaks Wealth Advisors, LLC
N/A—36,204-36,204-100%$8.6M———
Oberndorf William E
N/A—36,031-36,031-100%$8.6M———
Elefante Mark B
N/A—35,975-35,975-100%$8.6M———
Chase Investment Counsel Corp
N/A—35,803-35,803-100%$8.5M———
Cambria Investment Management, L.P.
N/A—35,777-35,777-100%$8.5M———
Papamarkou Wellner Asset Management inc.
N/A—35,621-35,621-100%$7.4M———
Fort Point Capital Partners LLC
N/A—35,596-35,596-100%$8.5M———
Monetary Management Group Inc
N/A—35,500-35,500-100%$8.5M———
Palmer Knight Co
N/A—35,492-35,492-100%$8.5M———
Ethos Financial Group, LLC
N/A—35,482-35,482-100%$8.1M———
Fukoku Mutual Life Insurance Co
N/A—35,426-35,426-100%$8.4M———
Vega Investment Solutions
N/A—35,372-35,372-100%$8.4M———
Wisconsin Capital Management LLC
N/A—35,279-35,279-100%$8.4M———
Jupiter Wealth Management LLC
N/A—35,231-35,231-100%$8.4M———
Ellevest, Inc.
N/A—35,091-35,091-100%$8.4M———
Harspring Capital Management, LLC
N/A—35,000-35,000-100%$8.3M———
Dkrt Investments Corp.
N/A—35,000-35,000-100%$8.3M———
Storgate, LLC
N/A—34,765-34,765-100%$8.3M———
LOM Asset Management Ltd
N/A—34,686-34,686-100%$8.3M———
Lbmc Investment Advisors, LLC
N/A—34,578-34,578-100%$8.2M———
Keating Financial Advisory Services, Inc.
N/A—34,541-34,541-100%$8.2M———
Invst, LLC
N/A—34,470-34,470-100%$8.2M———
Rothschild Wealth LLC
N/A—34,433-34,433-100%$8.2M———
HHM Wealth Advisors, LLC
N/A—34,412-34,412-100%$8.2M———
All Terrain Financial Advisors, LLC
N/A—34,383-34,383-100%$8.2M———
Greenland Capital Management LP
N/A—34,374-34,374-100%$8.2M———
Core Alternative Capital
N/A—34,261-34,261-100%$8.2M———
Marshall Investment Management, LLC
N/A—34,118-34,118-100%$8.1M———
Granger Management LLC
N/A—34,038-34,038-100%$8.1M———
Northstar Advisory Group, LLC
N/A—34,002-34,002-100%$8.1M———
Round Rock Advisors LLC
N/A—33,963-33,963-100%$8.1M———
Chaney Capital Management, Inc.
N/A—33,932-33,932-100%$8.1M———
FLC Capital Advisors
N/A—33,926-33,926-100%$8.1M———
TRB Wealth Management, LLC
N/A—33,844-33,844-100%$8.1M———
Longaeva Partners L.P.
N/A—33,752-33,752-100%$8.0M———
Blackhawk Capital Partners, LLC
N/A—33,667-33,667-100%$8.0M———
Christine Messmer PC
N/A—33,558-33,558-100%$8.0M———
BOK Financial Private Wealth, Inc.
N/A—33,557-33,557-100%$8.0M———
Redwood Investment Management, LLC
N/A—33,545-33,545-100%$8.0M———
Boston Research & Management Inc
N/A—33,369-33,369-100%$8.0M———
Lumbard & Kellner, LLC
N/A—33,345-33,345-100%$7.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—33,255-33,255-100%$7.9M———
Bcwm, LLC
N/A—33,145-33,145-100%$7.9M———
Mokan Wealth Management Inc.
N/A—33,060-33,060-100%$7.9M———
Metavasi Capital LP
N/A—33,000-33,000-100%$7.9M———
Soviero Asset Management, LP
N/A—33,000-33,000-100%$7.9M———
Group One Trading LLC
N/A—32,903-32,903-100%$7.8M———
SIG Brokerage, LP
N/A—32,766-32,766-100%$7.8M———
Point Break Capital Management, LLC
N/A—32,607-32,607-100%$7.8M———
Siren, L.L.C.
N/A—32,500-32,500-100%$7.7M———
Yukon Wealth Management, Inc.
N/A—32,492-32,492-100%$7.7M———
Liberty One Investment Management, LLC
N/A—32,404-32,404-100%$7.7M———
Notis-McConarty Edward
N/A—32,250-32,250-100%$7.7M———
Runnymede Capital Advisors, Inc.
N/A—32,235-32,235-100%$7.7M———
TRU Independence Asset Management 2, LLC
N/A—32,176-32,176-100%$7.7M———
Kettle Hill Capital Management, LLC
N/A—32,137-32,137-100%$7.7M———
Islander Capital Partners, L.P.
N/A—32,000-32,000-100%$7.6M———
Alexander Labrunerie & Co., Inc.
N/A—31,840-31,840-100%$7.6M———
Consolidated Portfolio Review Corp
N/A—31,780-31,780-100%$7.6M———
Pine Ridge Advisers LLC
N/A—31,780-31,780-100%$7.6M———
Drucker Wealth 3.0, LLC
N/A—31,627-31,627-100%$7.5M———
Alteri Wealth LLC
N/A—31,571-31,571-100%$7.5M———
Doheny Asset Management
N/A—31,558-31,558-100%$7.5M———
Ceeto Capital Group, LLC
N/A—31,500-31,500-100%$7.5M———
Readystate Asset Management LP
N/A—31,349-31,349-100%$7.5M———
Twin Tree Management, LP
N/A—31,320-31,320-100%$7.5M———
Pursue Wealth Partners LLC
N/A—31,313-31,313-100%$7.5M———
NatWest Group plc
N/A—31,301-31,301-100%$7.5M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—31,295-31,295-100%$7.5M———
Capula Management Ltd
N/A—31,230-31,230-100%$7.4M———
Cofg Advisors, LLC
N/A—31,169-31,169-100%$7.4M———
Concentrum Wealth Management
N/A—31,021-31,021-100%$7.4M———
Wealth Advisors of Tampa Bay, LLC
N/A—30,957-30,957-100%$7.4M———
Yarger Wealth Strategies, LLC
N/A—30,713-30,713-100%$7.5M———
Next Capital Management LLC
N/A—30,407-30,407-100%$7.2M———
CVA Family Office, LLC
N/A—30,382-30,382-100%$7.2M———
Sagewood Asset Management LP
N/A—30,369-30,369-100%$7.2M———
Atlas Legacy Advisors, LLC
N/A—30,310-30,310-100%$7.2M———
One Wealth Management Investment & Advisory Services, LLC
N/A—30,245-30,245-100%$7.2M———
Highview Capital Management LLC
N/A—30,146-30,146-100%$7.2M———
Saturna Capital Corp
N/A—30,044-30,044-100%$7.2M———
44 Wealth Management LLC
N/A—30,041-30,041-100%$7.2M———
Riposte Capital LLC
N/A—30,000-30,000-100%$7.2M———
Summit Partners Public Asset Management, LLC
N/A—30,000-30,000-100%$7.2M———
Kamunting Street Capital Management, L.P.
N/A—30,000-30,000-100%$7.2M———
Opal Capital LLC
N/A—29,967-29,967-100%$7.1M———
California First Leasing Corp
N/A—29,855-29,855-100%$7.1M———
Magnolia Capital Advisors LLC
N/A—29,841-29,841-100%$7.1M———
White Pine Capital LLC
N/A—29,801-29,801-100%$7.1M———
Menard Financial Group LLC
N/A—29,704-29,704-100%$7.1M———
Genesis Financial Group, LLC
N/A—29,598-29,598-100%$7.1M———
Crewe Advisors LLC
N/A—29,559-29,559-100%$7.0M———
Provident Co of the Employees of the Hebrew University LTD
N/A—29,528-29,528-100%$7.0M———
Westbourne Investments, Inc.
N/A—29,515-29,515-100%$7.0M———
Mars Jewett Financial Group, Inc.
N/A—29,480-29,480-100%$7.0M———
Fairbanks Capital Management, Inc.
N/A—29,470-29,470-100%$7.0M———
Seeds Investor LLC
N/A—29,411-29,411-100%$7.0M———
EWA, LLC
N/A—29,379-29,379-100%$7.0M———
Soros Capital Management LLC
N/A—29,330-29,330-100%$7.0M———
Concorde Financial Corp
N/A—29,261-29,261-100%$7.0M———
Estabrook Capital Management
N/A—29,227-29,227-100%$7.0M———
Wrapmanager Inc
N/A—29,213-29,213-100%$7.0M———
Dempze Nancy E
N/A—29,052-29,052-100%$6.9M———
Hartford Funds Management Co LLC
N/A—29,046-29,046-100%$6.9M———
Park Place Capital Corp
N/A—28,880-28,880-100%$6.9M———
First Washington Corp
N/A—28,857-28,857-100%$6.9M———
Fox Hill Wealth Management
N/A—28,847-28,847-100%$6.9M———
Dover Advisors, LLC
N/A—28,829-28,829-100%$6.7M———
Trinity Legacy Partners, LLC
N/A—28,730-28,730-100%$7.2M———
One Wealth Advisors, LLC
N/A—28,719-28,719-100%$6.8M———
DRW Securities, LLC
N/A—28,717-28,717-100%$6.8M———
Field & Main Bank
N/A—28,652-28,652-100%$6.8M———
Westfuller Advisors, LLC
N/A—28,647-28,647-100%$6.8M———
VeraBank, N.A.
N/A—28,618-28,618-100%$6.8M———
Houlihan Financial Resource Group, Ltd.
N/A—28,485-28,485-100%$6.8M———
Thames Capital Management LLC
N/A—28,290-28,290-100%$6.7M———
Carroll Investors, Inc
N/A—28,255-28,255-100%$6.7M———
FFT Wealth Management LLC
N/A—28,201-28,201-100%$6.7M———
Patron Partners, LLC
N/A—28,088-28,088-100%$6.7M———
Everpar Advisors LLC
N/A—27,986-27,986-100%$6.7M———
WNY Asset Management, LLC
N/A—27,962-27,962-100%$6.7M———
BSW Wealth Partners
N/A—27,902-27,902-100%$6.7M———
West Family Investments, Inc.
N/A—27,814-27,814-100%$6.6M———
Coastwise Capital Group, LLC
N/A—27,775-27,775-100%$6.6M———
LHM, Inc.
N/A—27,692-27,692-100%$6.6M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—27,644-27,644-100%$6.6M———
Barrier Capital Management, LLC
N/A—27,600-27,600-100%$6.6M———
Investor's Fiduciary Advisor Network, LLC
N/A—27,599-27,599-100%$6.6M———
AFT, Forsyth & Company, Inc.
N/A—27,535-27,535-100%$6.6M———
Wimmer Associates 1, LLC
N/A—27,305-27,305-100%$6.5M———
Oder Investment Management, LLC
N/A—27,247-27,247-100%$6.5M———
Roberts Glore & Co Inc
N/A—27,184-27,184-100%$6.5M———
Fourth Dimension Wealth, LLC
N/A—27,170-27,170-100%$6.5M———
Klcm Advisors, Inc.
N/A—27,093-27,093-100%$6.5M———
Cary Street Partners Investment Advisory LLC
N/A—27,013-27,013-100%$6.4M———
Harber Asset Management LLC
N/A—26,970-26,970-100%$6.4M———
First Commonwealth Financial Corp
N/A—26,922-26,922-100%$6.4M———
Liberty Wealth Management LLC
N/A—26,892-26,892-100%$5.6M———
Brown Financial Advisors
N/A—26,802-26,802-100%$6.4M———
Stoneridge Investment Partners LLC
N/A—26,754-26,754-100%$7.3K———
JPL Wealth Management, LLC
N/A—26,738-26,738-100%$6.4M———
Beaton Management Co. Inc.
N/A—26,722-26,722-100%$6.4M———
NCP Inc.
N/A—26,700-26,700-100%$6.4M———
Cyber Hornet ETFs LLC
N/A—26,684-26,684-100%$6.4M———
Nvest Financial, LLC
N/A—26,577-26,577-100%$6.3M———
Orion Capital Management LLC
N/A—26,553-26,553-100%$6.3M———
Bellevue Asset Management, LLC
N/A—26,546-26,546-100%$6.3M———
Gilbert & Cook, Inc.
N/A—26,459-26,459-100%$6.3M———
Horizon Investment Services, LLC
N/A—26,424-26,424-100%$6.3M———
Crux Wealth Advisors
N/A—26,373-26,373-100%$6.3M———
STG Securities, LLC
N/A—26,371-26,371-100%$6.3M———
SBI Okasan Asset Management Co.Ltd.
N/A—26,370-26,370-100%$6.3M———
Bull Harbor Capital LLC
N/A—26,208-26,208-100%$6.2M———
Greykasell Wealth Strategies, Inc.
N/A—26,182-26,182-100%$6.2M———
Granite Harbor Advisors, Inc.
N/A—26,155-26,155-100%$6.2M———
Trivant Custom Portfolio Group, LLC
N/A—26,091-26,091-100%$6.2M———
Snowwater Investment Partners, LLC
N/A—26,002-26,002-100%$6.2M———
Voya Financial Advisors, Inc.
N/A—26,001-26,001-100%$6.2M———
Everest Private Wealth
N/A—25,978-25,978-100%$6.2M———
St. Nicholas Private Asset Management, Inc
N/A—25,934-25,934-100%$6.2M———
RiverPark Advisors, LLC
N/A—25,815-25,815-100%$6.2M———
Future Fund LLC
N/A—25,788-25,788-100%$6.1M———
Compass Capital Corp
N/A—25,767-25,767-100%$7.0M———
Crescent Park Management, L.P.
N/A—25,640-25,640-100%$6.1M———
Chancellor Financial Group WB LP
N/A—25,622-25,622-100%$6.1M———
Bernard Wealth Management Corp.
N/A—25,621-25,621-100%$6.1M———
Peak Asset Management, LLC
N/A—25,575-25,575-100%$6.1M———
Mizuho Markets Cayman LP
N/A—25,566-25,566-100%$6.1M———
Summit Wealth Partners, LLC
N/A—25,466-25,466-100%$6.1M———
Hayek Kallen Investment Management
N/A—25,353-25,353-100%$6.0M———
N.E.W. Advisory Services LLC
N/A—25,344-25,344-100%$6.0M———
Advisors Preferred, LLC
N/A—25,300-25,300-100%$6.1M———
Headinvest, LLC
N/A—25,297-25,297-100%$6.0M———
New Republic Capital, LLC
N/A—25,241-25,241-100%$6.0M———
Hilltop Partners LLC
N/A—25,225-25,225-100%$6.0M———
Burnham & Co LLC
N/A—25,203-25,203-100%$6.0M———
Wilmar Advisors LLC
N/A—25,000-25,000-100%$6.0M———
SCP Investment, LP
N/A—25,000-25,000-100%$6.0M———
MWA Asset Management
N/A—24,962-24,962-100%$5.9M———
Sequent Planning LLC
N/A—24,838-24,838-100%$5.9M———
Somerset Group LLC
N/A—24,800-24,800-100%$6.1M———
Oxford Financial Group, Ltd. LLC
N/A—24,781-24,781-100%$5.9M———
Lafayette Investments, Inc.
N/A—24,747-24,747-100%$5.9M———
Private Wealth Asset Management, LLC
N/A—24,723-24,723-100%$5.9M———
FWL Investment Management, LLC
N/A—24,617-24,617-100%$5.9M———
Transamerica Financial Advisors, LLC
N/A—24,615-24,615-100%$5.9M———
Harbour Investment Management LLC
N/A—24,570-24,570-100%$5.9M———
Boxwood Ventures, Inc.
N/A—24,486-24,486-100%$5.9M———
Investment Advisory Group, LLC
N/A—24,304-24,304-100%$5.8M———
Estate Planners Group, LLC
N/A—24,303-24,303-100%$5.8M———
Lathrop Investment Management Co
N/A—24,296-24,296-100%$5.8M———
Aspire Capital Advisors LLC
N/A—24,270-24,270-100%$5.8M———
X-Square Capital, LLC
N/A—24,253-24,253-100%$5.8M———
Madison Wealth Partners, Inc
N/A—24,219-24,219-100%$5.8M———
Ankerstar Wealth, LLC
N/A—24,212-24,212-100%$5.8M———
White Knight Strategic Wealth Advisors, LLC
N/A—24,189-24,189-100%$5.8M———
Steamboat Capital Partners, LLC
N/A—24,148-24,148-100%$5.8M———
Oxinas Partners, LLC
N/A—24,142-24,142-100%$5.8M———
Boreal Capital Management LLC
N/A—24,122-24,122-100%$5.7M———
American Financial Advisors, LLC
N/A—24,121-24,121-100%$5.7M———
Bay Rivers Group
N/A—24,076-24,076-100%$5.7M———
Cramer Rosenthal Mcglynn LLC
N/A—24,039-24,039-100%$5.7M———
Delphi Financial Group, Inc.
N/A—24,000-24,000-100%$5.7M———
ION Fund Management Ltd
N/A—24,000-24,000-100%$5.7M———
Morgens Waterfall Vintiadis & Co Inc
N/A—24,000-24,000-100%$5.7M———
Second Line Capital, LLC
N/A—23,817-23,817-100%$5.7M———
CIM Investment Management Inc
N/A—23,735-23,735-100%$5.7M———
Clarendon Private LLC
N/A—23,686-23,686-100%$5.6M———
Emissary Wealth LLC
N/A—23,647-23,647-100%$5.6M———
Duncan Williams Asset Management, LLC
N/A—23,624-23,624-100%$5.6M———
North Dallas Bank & Trust Co
N/A—23,594-23,594-100%$5.6M———
Eaton Financial Holdings Company, LLC
N/A—23,528-23,528-100%$5.6M———
Bellars Harris Wealth Management, LLC
N/A—23,495-23,495-100%$5.6M———
Triton Financial Group Inc
N/A—23,485-23,485-100%$5.6M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—23,171-23,171-100%$5.5M———
Darwin Wealth Management, LLC
N/A—23,105-23,105-100%$5.5M———
American Money Management, LLC
N/A—23,042-23,042-100%$5.5M———
Centric Wealth Management
N/A—22,987-22,987-100%$6.3M———
Aspiring Ventures, LLC
N/A—22,925-22,925-100%$5.5M———
Ponta Wealth Partners, LLC
N/A—22,918-22,918-100%$5.5M———
Elgethun Capital Management
N/A—22,865-22,865-100%$5.4M———
Frisch Financial Group, Inc.
N/A—22,845-22,845-100%$5.4M———
Pgim Custom Harvest LLC
N/A—22,784-22,784-100%$5.4M———
Atom Investors LP
N/A—22,644-22,644-100%$5.4M———
Atlas Capital Advisors Inc.
N/A—22,635-22,635-100%$5.4M———
Luxor Capital Group, LP
N/A—22,583-22,583-100%$5.4M———
Wealthspire Retirement, LLC
N/A—22,394-22,394-100%$5.4M———
Whitford Management LLC
N/A—22,275-22,275-100%$5.3M———
Legato Capital Management LLC
N/A—22,243-22,243-100%$5.3M———
Royal Capital Wealth Management, LLC
N/A—22,241-22,241-100%$5.3M———
Atlas Wealth LLC
N/A—22,183-22,183-100%$5.3M———
Paces Ferry Wealth Advisors, LLC
N/A—22,149-22,149-100%$5.3M———
Innovative Asset Advisors Group, LLC
N/A—22,096-22,096-100%$5.3M———
Lifeworks Advisors, LLC
N/A—22,011-22,011-100%$5.2M———
Wealthquest Corp
N/A—22,005-22,005-100%$5.2M———
Warner Group LLC
N/A—21,816-21,816-100%$5.2M———
English Capital Management LLC
N/A—21,779-21,779-100%$5.2M———
U S Wealth Group, Llc.
N/A—21,770-21,770-100%$5.2M———
Pettee Investors, Inc.
N/A—21,766-21,766-100%$5.2M———
Crews Bank & Trust
N/A—21,759-21,759-100%$5.2M———
CacheTech Inc.
N/A—21,747-21,747-100%$5.2M———
Alpine Woods Capital Investors, LLC
N/A—21,687-21,687-100%$5.2M———
SMA Capital LLC
N/A—21,641-21,641-100%$5.2M———
Ritter Daniher Financial Advisory LLC / de
N/A—21,634-21,634-100%$5.2M———
US Asset Management LLC
N/A—21,557-21,557-100%$5.1M———
RD Lewis Holdings, Inc.
N/A—21,419-21,419-100%$5.9M———
Alesco Advisors, LLC, An ESL Co
N/A—21,400-21,400-100%$5.1M———
Legacy Wealth Advisors, LLC
N/A—21,371-21,371-100%$5.1M———
Waddell & Associates, LLC
N/A—21,345-21,345-100%$5.1M———
Cladis Investment Advisory, LLC
N/A—21,335-21,335-100%$5.1M———
Saiph Capital, LLC
N/A—21,229-21,229-100%$5.1M———
Permanens Capital L.P.
N/A—21,215-21,215-100%$5.1M———
Longitude (Cayman) Ltd.
N/A—21,200-21,200-100%$5.1M———
Counterweight Ventures, LLC
N/A—21,182-21,182-100%$5.0M———
Niles Investment Management, LLC
N/A—21,120-21,120-100%$5.0M———
SSA Swiss Advisors AG
N/A—21,101-21,101-100%$5.0M———
Thompson David Blair
N/A—21,097-21,097-100%$5.0M———
Medallion Wealth Advisors, LLC
N/A—21,029-21,029-100%$5.0M———
Ballast Advisors LLC
N/A—20,961-20,961-100%$5.0M———
Goldstone Financial Group, LLC
N/A—20,952-20,952-100%$5.0M———
American Trust Investment Advisors, LLC
N/A—20,901-20,901-100%$5.0M———
Betterment LLC
N/A—20,765-20,765-100%$4.9M———
McGowan Group Asset Management, Inc.
N/A—20,763-20,763-100%$4.9M———
Sterneck Capital Management, LLC
N/A—20,710-20,710-100%$4.9M———
Pasadena Private Wealth, LLC
N/A—20,647-20,647-100%$4.9M———
Reyl & Cie S.A.
N/A—20,640-20,640-100%$4.3M———
American Trust
N/A—20,559-20,559-100%$4.9M———
GWN Securities Inc.
N/A—20,557-20,557-100%$4.9M———
Resurgent Financial Advisors LLC
N/A—20,557-20,557-100%$4.9M———
Vance Wealth, LLC
N/A—20,551-20,551-100%$4.9M———
V2 Financial group LLC
N/A—20,481-20,481-100%$4.9M———
Khazanah Nasional Berhad
N/A—20,461-20,461-100%$4.9M———
Strive Financial Group,LLC
N/A—20,389-20,389-100%$4.9M———
Sandro Wealth Management LLC
N/A—20,356-20,356-100%$4.9M———
Monograph Wealth Advisors, LLC
N/A—20,335-20,335-100%$4.8M———
Per Stirling Capital Management, Llc.
N/A—20,333-20,333-100%$4.8M———
Benchmark Investment Advisors LLC
N/A—20,311-20,311-100%$4.8M———
WJ Financial Advisors LLC
N/A—20,265-20,265-100%$4.8M———
Legacy Capital Wealth Management, LLC
N/A—20,249-20,249-100%$4.8M———
Banco de Sabadell, S.a
N/A—20,242-20,242-100%$4.8M———
Dearborn Partners LLC
N/A—20,226-20,226-100%$4.8M———
Daybright Advisory Services, Inc.
N/A—20,203-20,203-100%$5.5M———
Conscious Wealth Investments, LLC
N/A—20,163-20,163-100%$5.0M———
Elevation Advisory Partners LLC
N/A—20,128-20,128-100%$5.0M———
SAM Advisors, LLC
N/A—20,086-20,086-100%$4.8M———
Sequent Asset Management, LLC
N/A—20,025-20,025-100%$4.8M———
Hexagon Capital Partners LLC
N/A—20,017-20,017-100%$4.8M———
Wulff, Hansen & Co.
N/A—20,007-20,007-100%$4.8M———
Chesapeake Wealth Management
N/A—20,006-20,006-100%$4.8M———
Deeter Investments LLP
N/A—20,000-20,000-100%$4.8M———
Soapstone Management L.P.
N/A—20,000-20,000-100%$4.8M———
Alta Wealth Advisors LLC
N/A—19,889-19,889-100%$4.7M———
Seven Springs Wealth Group, LLC
N/A—19,848-19,848-100%$4.7M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—19,836-19,836-100%$4.7M———
Westview Management dba Westview Investment Advisors
N/A—19,780-19,780-100%$4.7M———
Fortress Private Ledger, LLC
N/A—19,778-19,778-100%$4.7M———
Wealth Management Associates, Inc.
N/A—19,721-19,721-100%$4.7M———
TB Capital Gestao de Recursos Ltda.
N/A—19,680-19,680-100%$4.7M———
Farmers National Bank
N/A—19,668-19,668-100%$4.7M———
Cetera Trust Company, N.a
N/A—19,607-19,607-100%$4.7M———
Portland Global Advisors LLC
N/A—19,578-19,578-100%$4.7M———
Sharpepoint LLC
N/A—19,574-19,574-100%$4.7M———
Forefront Wealth Partners, LLC
N/A—19,562-19,562-100%$4.7M———
Crawford Investment Counsel Inc
N/A—19,479-19,479-100%$4.6M———
Heartland Advisors Inc
N/A—19,478-19,478-100%$4.6M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—19,475-19,475-100%$4.6M———
Pitcairn Wealth Advisors LLC
N/A—19,430-19,430-100%$4.6M———
Exit Wealth Advisors, Llc.
N/A—19,413-19,413-100%$4.6M———
New World Advisors LLC
N/A—19,338-19,338-100%$4.6M———
South Plains Financial, Inc.
N/A—19,310-19,310-100%$4.6M———
City National Bank of Florida
N/A—19,280-19,280-100%$4.6M———
Astoria Portfolio Advisors Llc.
N/A—19,147-19,147-100%$4.6M———
Addison Capital Co
N/A—19,142-19,142-100%$4.6M———
First National Bank of Hutchinson
N/A—19,047-19,047-100%$4.5M———
Walter & Keenan Wealth Management LLC
N/A—19,047-19,047-100%$4.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—19,038-19,038-100%$4.5M———
Seneschal Advisors, LLC
N/A—19,035-19,035-100%$4.5M———
Allied Private Wealth LLC
N/A—19,030-19,030-100%$4.6M———
Ramirez Asset Management, Inc.
N/A—19,006-19,006-100%$4.5M———
683 Capital Management, LLC
N/A—19,000-19,000-100%$4.5M———
Gabelli & Co Investment Advisers, Inc.
N/A—19,000-19,000-100%$4.5M———
Bowen Hanes & Co Inc
N/A—18,974-18,974-100%$4.0M———
Proffitt & Goodson Inc
N/A—18,881-18,881-100%$4.5M———
Empirical Asset Management, LLC
N/A—18,878-18,878-100%$4.5M———
Talon Private Wealth, LLC
N/A—18,859-18,859-100%$4.5M———
Fuller & Thaler Asset Management, Inc.
N/A—18,821-18,821-100%$4.5M———
BlackDiamond Wealth Management, LLC
N/A—18,821-18,821-100%$5.2M———
Watershed Asset Management, L.L.C.
N/A—18,800-18,800-100%$4.5M———
Mason & Associates Inc
N/A—18,676-18,676-100%$4.5M———
Weik Capital Management
N/A—18,583-18,583-100%$4.4M———
Ameriflex Group, Inc.
N/A—18,574-18,574-100%$4.4M———
Navellier & Associates Inc
N/A—18,476-18,476-100%$4.4M———
Sandy Cove Advisors, LLC
N/A—18,377-18,377-100%$4.4M———
Chokshi & Queen Wealth Advisors, Inc
N/A—18,354-18,354-100%$4.4M———
Wealthedge Investment Advisors, LLC
N/A—18,331-18,331-100%$4.4M———
Kane Investment Management, Inc.
N/A—18,281-18,281-100%$4.4M———
Banco BTG Pactual S.A.
N/A—18,233-18,233-100%$4.3M———
Florida Financial Advisors, LLC
N/A—18,204-18,204-100%$4.3M———
Private Capital Management, LLC
N/A—18,199-18,199-100%$4.3M———
AXQ Capital, LP
N/A—18,192-18,192-100%$4.3M———
Heard Capital LLC
N/A—18,060-18,060-100%$4.3M———
Palogic Value Management, L.P.
N/A—18,021-18,021-100%$4.3M———
Easterly Investment Partners LLC
N/A—18,000-18,000-100%$4.3M———
Coppell Advisory Solutions LLC
N/A—17,977-17,977-100%$30.1K———
Safeguard Investment Advisory Group, LLC
N/A—17,959-17,959-100%$4.3M———
Sittner & Nelson, LLC
N/A—17,871-17,871-100%$4.3M———
Pinnacle West Asset Management, Inc.
N/A—17,857-17,857-100%$4.3M———
Brendel Financial Advisors LLC
N/A—17,761-17,761-100%$4.2M———
Numerai GP LLC
N/A—17,712-17,712-100%$4.2M———
Anchor Bay Capital, Inc.
N/A—17,702-17,702-100%$4.9M———
R.m.sincerbeaux Capital Management LLC
N/A—17,700-17,700-100%$4.2M———
Garrison Point Advisors, LLC
N/A—17,643-17,643-100%$4.2M———
South Street Advisors LLC
N/A—17,638-17,638-100%$4.2M———
Tulsa Wealth Advisors, Inc
N/A—17,637-17,637-100%$4.2M———
M3 Wealth Management, LLC
N/A—17,583-17,583-100%$4.2M———
Audent Global Asset Management, LLC
N/A—17,576-17,576-100%$4.2M———
Tabor Asset Management, LP
N/A—17,574-17,574-100%$4.2M———
Rowlandmiller & Partners.adv
N/A—17,573-17,573-100%$4.2M———
Evolutionary Tree Capital Management, LLC
N/A—17,569-17,569-100%$4.2M———
Sovereign Financial Group, Inc.
N/A—17,447-17,447-100%$4.2M———
WealthCollab, LLC
N/A—17,419-17,419-100%$4.2M———
Argent Advisors, Inc.
N/A—17,403-17,403-100%$4.1M———
Norris Financial Group, LLC
N/A—17,376-17,376-100%$4.1M———
Tenere Capital LLC
N/A—17,272-17,272-100%$4.1M———
Abbot Financial Management, Inc.
N/A—17,271-17,271-100%$4.1M———
Jackson Thornton Wealth Management, LLC
N/A—17,214-17,214-100%$4.1M———
Aperture Investors, LLC
N/A—17,168-17,168-100%$4.1M———
Generation Capital Management LLC
N/A—17,137-17,137-100%$4.1M———
Ruggiero Investments, Inc.
N/A—17,103-17,103-100%$4.1M———
Cape ANN Savings Bank
N/A—17,100-17,100-100%$4.1M———
Camarda Financial Advisors, LLC
N/A—17,062-17,062-100%$4.1M———
Vickerman Investment Advisors, Inc.
N/A—16,988-16,988-100%$4.0M———
Greenwich Wealth Management LLC
N/A—16,915-16,915-100%$4.0M———
Barometer Capital Management Inc.
N/A—16,900-16,900-100%$4.0M———
First Western Trust Bank
N/A—16,817-16,817-100%$4.0M———
Dougherty & Associates, LLC
N/A—16,815-16,815-100%$4.0M———
Aster Capital Management (Difc) Ltd
N/A—16,749-16,749-100%$4.0M———
O'rourke & Company, Inc
N/A—16,728-16,728-100%$4.0M———
Hudson Value Partners, LLC
N/A—16,722-16,722-100%$4.0M———
Cedar Wealth Management, LLC
N/A—16,678-16,678-100%$4.0M———
Permanent Capital Management, LP
N/A—16,652-16,652-100%$4.0M———
Pennington Partners & Co., LLC
N/A—16,612-16,612-100%$4.0M———
Prestige Wealth Management Group LLC
N/A—16,547-16,547-100%$3.9M———
Impact Partnership Wealth, LLC
N/A—16,535-16,535-100%$3.9M———
Encore Global Management, LP
N/A—16,500-16,500-100%$3.9M———
Intellus Advisors LLC
N/A—16,481-16,481-100%$3.9M———
Integrated Investment Consultants, LLC
N/A—16,441-16,441-100%$3.9M———
Campbell & Co Investment Adviser LLC
N/A—16,435-16,435-100%$3.9M———
Auxier Asset Management LLC
N/A—16,357-16,357-100%$3.9M———
Twin City Private Wealth, LLC
N/A—16,328-16,328-100%$3.9M———
CCG Wealth Management, LLC
N/A—16,301-16,301-100%$3.9M———
Twin Lakes Capital Management, LLC
N/A—16,236-16,236-100%$3.9M———
Hall Capital Management Co Inc
N/A—16,107-16,107-100%$3.8M———
NorthStar Asset Management LLC
N/A—16,107-16,107-100%$3.8M———
Rodgers Brothers Inc.
N/A—16,066-16,066-100%$3.8M———
Intrepid Financial Planning Group LLC
N/A—15,972-15,972-100%$3.8M———
Wick Capital Partners, LLC
N/A—15,930-15,930-100%$3.8M———
Strategic Financial Concepts, LLC
N/A—15,922-15,922-100%$3.8M———
Mirabaud Asset Management Ltd
N/A—15,899-15,899-100%$3.8M———
Constant Guidance Financial LLC
N/A—15,842-15,842-100%$3.8M———
Cloud Capital Management, LLC
N/A—15,758-15,758-100%$3.8M———
Wall Street Financial Group, Inc.
N/A—15,658-15,658-100%$3.7M———
Miller Capital Partners, Inc.
N/A—15,647-15,647-100%$3.7M———
Orleans Capital Management Corp
N/A—15,608-15,608-100%$3.7M———
Adams Wealth Management
N/A—15,586-15,586-100%$3.7M———
Carr Financial Group Corp
N/A—15,418-15,418-100%$3.7M———
AXA S.A.
N/A—15,396-15,396-100%$3.2M———
Lavaca Capital LLC
N/A—15,378-15,378-100%$3.7M———
Allred Capital Management, LLC
N/A—15,296-15,296-100%$3.6M———
Aft, Forsyth & Sober, LLC
N/A—15,250-15,250-100%$3.2M———
Tiemann Investment Advisors, LLC
N/A—15,183-15,183-100%$3.6M———
Vantus Wealth LLC
N/A—15,165-15,165-100%$3.6M———
Synergy Investment Management, LLC
N/A—15,129-15,129-100%$3.6M———
Integrated Quantitative Investments LLC
N/A—15,086-15,086-100%$3.6M———
Chesapeake Asset Management LLC
N/A—14,990-14,990-100%$3.5M———
Legacy Financial Group LLC
N/A—14,980-14,980-100%$3.6M———
Select Asset Management & Trust
N/A—14,967-14,967-100%$3.6M———
Maripau Wealth Management LLC
N/A—14,946-14,946-100%$3.6M———
Operose Advisors LLC
N/A—14,929-14,929-100%$3.6M———
Regency Capital Management Inc.\DE
N/A—14,912-14,912-100%$3.6M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—14,898-14,898-100%$3.6M———
Vines Capital Management, LLC
N/A—14,847-14,847-100%$3.5M———
Bank of the Bluegrass & Trust Co.
N/A—14,844-14,844-100%$3.7M———
Viawealth, LLC
N/A—14,803-14,803-100%$3.5M———
Calton & Associates, Inc.
N/A—14,693-14,693-100%$3.5M———
Wiser Advisor Group LLC
N/A—14,649-14,649-100%$3.5M———
Front Row Advisors LLC
N/A—14,565-14,565-100%$4.0M———
KMT Wealth Management, LLC
N/A—14,518-14,518-100%$3.5M———
Integrity Financial Corp
N/A—14,486-14,486-100%$3.5M———
Quantum Portfolio Management LLC
N/A—14,464-14,464-100%$3.4M———
Cunning Capital Partners, LP
N/A—14,440-14,440-100%$3.4M———
Dark Forest Capital Management LP
N/A—14,402-14,402-100%$3.4M———
Mcguire Capital Advisors Inc
N/A—14,398-14,398-100%$3.4M———
Fiducient Advisors LLC
N/A—14,365-14,365-100%$3.4M———
Camelot Portfolios, LLC
N/A—14,306-14,306-100%$3.4M———
FWG Holdings, LLC
N/A—14,198-14,198-100%$3.3M———
Legend Capital Advisors LLC
N/A—14,191-14,191-100%$3.4M———
Clifford Group, LLC
N/A—14,187-14,187-100%$3.4M———
Northstar Financial Companies, Inc.
N/A—14,164-14,164-100%$3.4M———
Benson Wealth Management Inc
N/A—14,121-14,121-100%$3.4M———
Inkwell Capital LLC
N/A—14,036-14,036-100%$3.3M———
Atlanta Consulting Group Advisors, LLC
N/A—14,026-14,026-100%$3.3M———
Tobias Financial Advisors, Inc.
N/A—13,953-13,953-100%$3.3M———
FSB Premier Wealth Management, Inc.
N/A—13,919-13,919-100%$3.3M———
Paul R. Ried Financial Group, LLC
N/A—13,915-13,915-100%$3.3M———
Navalign, LLC
N/A—13,848-13,848-100%$3.3M———
Caerus Investment Advisors, LLC
N/A—13,834-13,834-100%$3.3M———
Richmond Brothers, Inc.
N/A—13,824-13,824-100%$3.3M———
Prospect Financial Services LLC
N/A—13,785-13,785-100%$3.3M———
Minot DeBlois Advisors LLC
N/A—13,778-13,778-100%$3.3M———
Bank of Marin
N/A—13,753-13,753-100%$3.3M———
Sollinda Capital Management LLC
N/A—13,619-13,619-100%$3.2M———
Quattro Advisors LLC
N/A—13,590-13,590-100%$3.2M———
Diametric Capital, LP
N/A—13,509-13,509-100%$3.2M———
Farringdon Capital, Ltd.
N/A—13,467-13,467-100%$3.2M———
UP Strategic Wealth Investment Advisors LLC
N/A—13,447-13,447-100%$3.7M———
Ranch Capital Advisors Inc.
N/A—13,406-13,406-100%$3.2M———
HighVista Strategies LLC
N/A—13,397-13,397-100%$3.2M———
Tidemark, LLC
N/A—13,389-13,389-100%$3.2M———
Fortune Financial Advisors, LLC
N/A—13,377-13,377-100%$3.2M———
Pinnacle Family Advisors, LLC
N/A—13,376-13,376-100%$3.2M———
Okabena Investment Services Inc
N/A—13,369-13,369-100%$3.2M———
Prostatis Group LLC
N/A—13,320-13,320-100%$3.2M———
Aspire Growth Partners LLC
N/A—13,308-13,308-100%$3.2M———
Bluebird Wealth Management LLC
N/A—13,306-13,306-100%$3.2M———
Driehaus Capital Management LLC
N/A—13,239-13,239-100%$3.2M———
CM Wealth Advisors LLC
N/A—13,223-13,223-100%$3.2M———
Steigerwald, Gordon & Koch Inc.
N/A—13,216-13,216-100%$3.1M———
CTC Alternative Strategies, Ltd.
N/A—13,200-13,200-100%$3.1M———
Private Harbour Investment Management & Counsel, LLC
N/A—13,175-13,175-100%$3.1M———
Castle Wealth Management LLC
N/A—13,093-13,093-100%$3.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—13,039-13,039-100%$3.1M———
Cornerstone Select Advisors, LLC
N/A—12,996-12,996-100%$3.1M———
Delta Asset Management LLC
N/A—12,952-12,952-100%$3.1M———
Mainstay Capital Management LLC
N/A—12,930-12,930-100%$3.1M———
Safe Harbor Fiduciary, LLC
N/A—12,930-12,930-100%$3.1M———
ACT Capital Management, LLC
N/A—12,900-12,900-100%$3.1M———
Windle Wealth, LLC
N/A—12,889-12,889-100%$3.1M———
Flatrock Wealth Partners LLC
N/A—12,873-12,873-100%$3.1M———
Lansing Street Advisors
N/A—12,869-12,869-100%$3.1M———
Security National Bank of Sioux City Iowa
N/A—12,849-12,849-100%$3.1M———
Lane Generational LLC
N/A—12,846-12,846-100%$3.1M———
Allium Financial Advisors, LLC
N/A—12,777-12,777-100%$3.0M———
Samara Investment Management, LLC
N/A—12,776-12,776-100%$3.0M———
Lcnb Corp
N/A—12,552-12,552-100%$3.0M———
WealthTrust Axiom LLC
N/A—12,537-12,537-100%$3.0M———
Cahill Financial Advisors Inc
N/A—12,519-12,519-100%$3.0M———
Geometric Wealth Advisors
N/A—12,385-12,385-100%$3.0M———
Delos Wealth Advisors, LLC
N/A—12,374-12,374-100%$2.9M———
Parsonex Advisory Services, Inc.
N/A—12,364-12,364-100%$2.9M———
Emerald Advisers, LLC
N/A—12,335-12,335-100%$2.9M———
Tiaa Trust, National Association
N/A—12,332-12,332-100%$2.9M———
Momentum Wealth Planning, LLC
N/A—12,330-12,330-100%$2.9M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—12,317-12,317-100%$2.9M———
Topsail Wealth Management, LLC
N/A—12,306-12,306-100%$2.9M———
McLaughlin Asset Management, Inc.
N/A—12,305-12,305-100%$2.9M———
Peninsula Asset Management Inc
N/A—12,260-12,260-100%$2.9M———
Baron Silver Stevens Financial Advisors, LLC
N/A—12,217-12,217-100%$2.9M———
Secured Retirement Advisors, LLC
N/A—12,216-12,216-100%$2.9M———
Symphony Financial Services, Inc.
N/A—12,144-12,144-100%$2.9M———
Philadelphia Investment Partners, LLC
N/A—12,127-12,127-100%$2.9M———
Fiduciary Financial Advisors
N/A—12,056-12,056-100%$2.9M———
Leigh Baldwin & Co., LLC
N/A—12,034-12,034-100%$2.9M———
Matters Capital LLC
N/A—11,962-11,962-100%$2.9M———
Kerr Financial Planning Corp
N/A—11,944-11,944-100%$2.8M———
MRP Capital Investments, LLC
N/A—11,912-11,912-100%$2.8M———
Vantage Point Financial LLC
N/A—11,841-11,841-100%$2.8M———
Disciplined Investors, L.L.C.
N/A—11,829-11,829-100%$2.8M———
Reliant Investment Partners, LLC
N/A—11,750-11,750-100%$2.8M———
Landscape Capital Management, L.L.C.
N/A—11,747-11,747-100%$2.8M———
Pinnacle Holdings, LLC
N/A—11,743-11,743-100%$2.8M———
Strategic Investment Solutions, Inc.
N/A—11,686-11,686-100%$2.8M———
Tailwinds Wealth, LLC
N/A—11,677-11,677-100%$2.8M———
Landing Point Financial Group, LLC
N/A—11,636-11,636-100%$2.8M———
Sykon Capital LLC
N/A—11,536-11,536-100%$2.7M———
M1 Capital Management LLC
N/A—11,527-11,527-100%$2.7M———
Owen LaRue, LLC
N/A—11,500-11,500-100%$2.7M———
Spwm Advisors LLC
N/A—11,462-11,462-100%$2.8M———
Palisades Hudson Asset Management, L.P.
N/A—11,452-11,452-100%$2.7M———
Wharton Business Group, LLC
N/A—11,395-11,395-100%$2.7M———
Omnia Family Wealth, LLC
N/A—11,305-11,305-100%$2.7M———
Investment Advisory Services Group LLC
N/A—11,301-11,301-100%$2.7M———
Compton Financial Group, LLC
N/A—11,223-11,223-100%$2.7M———
One Charles Private Wealth Services, LLC
N/A—11,189-11,189-100%$2.7M———
Fosun International Ltd
N/A—11,177-11,177-100%$2.7M———
Peak Retirement Planning, Inc.
N/A—11,168-11,168-100%$2.7M———
JMN Financial LLC
N/A—11,159-11,159-100%$2.7M———
Berkeley Capital Partners, LLC
N/A—11,083-11,083-100%$2.6M———
Sunflower Bank, N.A.
N/A—11,021-11,021-100%$2.6M———
Advent Capital Management
N/A—11,000-11,000-100%$2.6M———
Truvestments Capital LLC
N/A—10,980-10,980-100%$2.6M———
Intrepid Capital Management Inc
N/A—10,946-10,946-100%$2.6M———
Truepoint, Inc.
N/A—10,936-10,936-100%$2.6M———
Prosperity Bancshares Inc
N/A—10,847-10,847-100%$2.6M———
Sun Financial Inc
N/A—10,788-10,788-100%$3.0M———
Aristides Capital LLC
N/A—10,768-10,768-100%$2.6M———
Mayport, LLC
N/A—10,757-10,757-100%$2.6M———
Lakeridge Wealth Management LLC
N/A—10,726-10,726-100%$2.6M———
Core Wealth Advisors, Inc.
N/A—10,653-10,653-100%$2.5M———
49 Wealth Management, LLC
N/A—10,586-10,586-100%$2.5M———
Alongside, LLC
N/A—10,586-10,586-100%$2.5M———
Thornburg Investment Management Inc
N/A—10,535-10,535-100%$2.5M———
Financial Advisors Network, Inc.
N/A—10,500-10,500-100%$2.5M———
Affinity Investment Advisors, LLC
N/A—10,449-10,449-100%$2.5M———
LSP Investment Advisors, LLC
N/A—10,440-10,440-100%$2.5M———
IAM Advisory, LLC
N/A—10,412-10,412-100%$2.5M———
Members Trust Co
N/A—10,342-10,342-100%$2.5M———
Objectivity Squared, LLC
N/A—10,326-10,326-100%$2.5M———
Peregrine Asset Advisers, Inc.
N/A—10,306-10,306-100%$2.5M———
Sunstone Asset Management, LP
N/A—10,300-10,300-100%$2.5M———
PAX Financial Group, LLC
N/A—10,254-10,254-100%$2.4M———
OneAscent Family Office, LLC
N/A—10,243-10,243-100%$2.4M———
Wealth High Governance Asset Management Ltda.
N/A—10,146-10,146-100%$2.4M———
M3 Advisory Group, LLC
N/A—10,146-10,146-100%$2.4M———
Rockbridge Investment Management, LCC
N/A—10,082-10,082-100%$2.4M———
Birchcreek Wealth Management, LLC
N/A—10,045-10,045-100%$2.4M———
Meadowbrook Advisors Group, LLC
N/A—10,026-10,026-100%$2.4M———
Red Wave Investments LLC
N/A—10,024-10,024-100%$2.4M———
Keyvantage Wealth, LLC
N/A—10,005-10,005-100%$2.4M———
Granby Capital Management, LLC
N/A—10,000-10,000-100%$2.4M———
Proem Advisors LLC
N/A—10,000-10,000-100%$2.4M———
Chelsea Counsel Co
N/A—9,996-9,996-100%$2.4M———
Rogco, LP
N/A—9,993-9,993-100%$2.4M———
Richard W. Paul & Associates, LLC
N/A—9,961-9,961-100%$2.4M———
Next Century Growth Investors LLC
N/A—9,954-9,954-100%$2.4M———
RFP Financial Group LLC
N/A—9,946-9,946-100%$2.4M———
Traub Capital Management LLC
N/A—9,885-9,885-100%$2.4M———
Strategic Financial Services, Inc.
N/A—9,885-9,885-100%$2.4M———
Wayfinding Financial, LLC
N/A—9,876-9,876-100%$2.4M———
PeakShares LLC
N/A—9,863-9,863-100%$2.4M———
Flow Traders U.S. LLC
N/A—9,862-9,862-100%$2.4M———
Brio Consultants, LLC
N/A—9,853-9,853-100%$2.3M———
Francis Financial, Inc.
N/A—9,829-9,829-100%$2.3M———
Ogorek Anthony Joseph
N/A—9,806-9,806-100%$2.3M———
Swisher Financial Concepts, Inc.
N/A—9,794-9,794-100%$2.3M———
Security National Bank of SO DAK
N/A—9,792-9,792-100%$2.3M———
Pointe Capital Management LLC
N/A—9,727-9,727-100%$2.3M———
a16z Perennial Management, L.P.
N/A—9,690-9,690-100%$2.3M———
George Kaiser Family Foundation
N/A—9,688-9,688-100%$2.3M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—9,685-9,685-100%$2.3M———
Sandler Capital Management
N/A—9,667-9,667-100%$2.3M———
Greenline Wealth Management LLC
N/A—9,645-9,645-100%$2.3M———
Columbia River Financial Group, LLC
N/A—9,557-9,557-100%$2.3M———
Kensington Investment Counsel, LLC
N/A—9,533-9,533-100%$2.3M———
Cedarwood Wealth LLC
N/A—9,511-9,511-100%$2.3M———
Alan B Lancz & Associates, Inc.
N/A—9,503-9,503-100%$2.3M———
Hobbs Group Advisors, LLC
N/A—9,502-9,502-100%$2.3M———
Birnam Oak Advisors, LP
N/A—9,500-9,500-100%$2.3M———
GSA Capital Partners LLP
N/A—9,488-9,488-100%$2.3M———
Wallace Advisory Group, LLC
N/A—9,487-9,487-100%$2.3M———
Swan Global Investments, LLC
N/A—9,458-9,458-100%$2.3M———
Dockside LLC
N/A—9,451-9,451-100%$2.3M———
Pacific Point Advisors, LLC
N/A—9,410-9,410-100%$2.2M———
Planning Alternatives LTD
N/A—9,405-9,405-100%$2.2M———
Ninepoint Partners LP
N/A—9,373-9,373-100%$2.2M———
S Harris Financial Group, LLC
N/A—9,354-9,354-100%$2.2M———
Conservest Capital Advisors, Inc.
N/A—9,351-9,351-100%$2.2M———
Millstone Evans Group, LLC
N/A—9,320-9,320-100%$2.2M———
FCA Corp
N/A—9,302-9,302-100%$2.2M———
Caldwell Investment Management Ltd.
N/A—9,300-9,300-100%$2.2M———
KilterHowling LLC
N/A—9,290-9,290-100%$2.2M———
Smart Money Group LLC
N/A—9,275-9,275-100%$2.2M———
K2 Principal Fund, L.P.
N/A—9,259-9,259-100%$2.2M———
LeClair Wealth Partners LLC
N/A—9,236-9,236-100%$2.2M———
Fiduciary Wealth Partners, LLC
N/A—9,199-9,199-100%$2.2M———
Dunhill Financial, LLC
N/A—9,178-9,178-100%$2.2M———
Keynote Financial Services LLC
N/A—9,162-9,162-100%$2.2M———
Laraway Financial Advisors Inc
N/A—9,158-9,158-100%$2.2M———
Kapstone Financial Advisors LLC
N/A—9,142-9,142-100%$2.2M———
Bellwether Advisors, LLC
N/A—9,141-9,141-100%$2.2M———
Spreng Capital Management, Inc.
N/A—9,106-9,106-100%$2.2M———
Legacy Capital Group California, Inc.
N/A—9,105-9,105-100%$2.2M———
Gould Capital, LLC
N/A—9,062-9,062-100%$2.2M———
United Bank
N/A—8,923-8,923-100%$2.1M———
Ellenbecker Investment Group
N/A—8,917-8,917-100%$2.1M———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—8,891-8,891-100%$2.3M———
Meridian Wealth Partners, LLC
N/A—8,881-8,881-100%$2.1M———
PCG Wealth Advisors, LLC
N/A—8,831-8,831-100%$2.1M———
Portland Investment Counsel Inc.
N/A—8,825-8,825-100%$2.1M———
Oxford Wealth Group, LLC
N/A—8,817-8,817-100%$2.1M———
Barbara Oil Co.
N/A—8,800-8,800-100%$2.1M———
Gallagher Fiduciary Advisors, LLC
N/A—8,776-8,776-100%$2.1M———
Financial Life Planners
N/A—8,752-8,752-100%$2.1M———
Access Financial Services, Inc.
N/A—8,703-8,703-100%$2.1M———
Westshore Wealth, LLC
N/A—8,693-8,693-100%$2.1M———
Orographic Financial Advisors, LLC
N/A—8,691-8,691-100%$2.3K———
Advance Capital Management, Inc.
N/A—8,686-8,686-100%$2.1M———
Tandem Wealth Advisors LLC
N/A—8,589-8,589-100%$2.0M———
Potentia Wealth
N/A—8,589-8,589-100%$2.0M———
Serenus Wealth Advisors, LLC
N/A—8,565-8,565-100%$2.0M———
Liberty Square Wealth Partners LLC
N/A—8,562-8,562-100%$2.0M———
Drake & Associates, LLC
N/A—8,543-8,543-100%$2.0M———
Wealth Advisors of Iowa, LLC
N/A—8,539-8,539-100%$2.0M———
Pacific SUN Financial Corp
N/A—8,535-8,535-100%$2.0M———
Hansen & Associates Financial Group, Inc.
N/A—8,520-8,520-100%$2.1M———
Delaney Capital Management Ltd.
N/A—8,476-8,476-100%$2.0M———
Retirement Income Solutions, Inc
N/A—8,469-8,469-100%$1.8M———
Pitti Group Wealth Management, LLC
N/A—8,436-8,436-100%$2.0M———
Arkos Global Advisors
N/A—8,420-8,420-100%$2.0M———
Trevian Wealth Management LLC
N/A—8,418-8,418-100%$2.0M———
Palliser Capital (UK) LtdA
N/A—8,404-8,404-100%$2.0M———
Cannon Wealth Management Services, LLC
N/A—8,387-8,387-100%$2.0M———
Signet Private Wealth LLC
N/A—8,386-8,386-100%$2.0M———
Ark Wealth Advisors LLC
N/A—8,384-8,384-100%$2.0M———
Clarion Wealth Managment Partners, LLC
N/A—8,376-8,376-100%$2.0M———
NCM Capital Management, LLC
N/A—8,374-8,374-100%$2.0M———
Old North State Trust, LLC
N/A—8,370-8,370-100%$2.0M———
SSI Investment Management LLC
N/A—8,363-8,363-100%$2.0M———
Northwest Quadrant Wealth Management, LLC
N/A—8,354-8,354-100%$2.0M———
Blalock Williams, LLC
N/A—8,348-8,348-100%$2.0M———
Holistic Financial Partners
N/A—8,347-8,347-100%$2.0M———
Port Capital LLC
N/A—8,347-8,347-100%$2.0M———
Van Diest Capital, LLC
N/A—8,345-8,345-100%$2.0M———
Plotkin Financial Advisors, LLC
N/A—8,340-8,340-100%$2.0M———
Keystone Financial Services
N/A—8,286-8,286-100%$2.0M———
Maxele Advisors, LLC
N/A—8,218-8,218-100%$2.0M———
Eaton-Cambridge Inc.
N/A—8,214-8,214-100%$2.0M———
Tranquilli Financial Advisor LLC
N/A—8,210-8,210-100%$2.0M———
Continental Investors Services, Inc.
N/A—8,188-8,188-100%$2.2M———
Steadtrust LLC
N/A—8,187-8,187-100%$2.0M———
Marshall Financial Group, LLC
N/A—8,161-8,161-100%$1.9M———
MOR Wealth Management, LLC
N/A—8,133-8,133-100%$1.9M———
Pinnacle Wealth Management, LLC
N/A—8,120-8,120-100%$1.9M———
Matrix Private Capital Group LLC
N/A—8,028-8,028-100%$1.9M———
PCB Capital LLC
N/A—8,018-8,018-100%$1.9M———
CM Management, LLC
N/A—8,000-8,000-100%$1.9M———
Absolute Gestao de Investimentos Ltda.
N/A—8,000-8,000-100%$1.9M———
Legend Financial Advisors, Inc.
N/A—7,964-7,964-100%$1.9M———
Fortis Advisors, LLC
N/A—7,928-7,928-100%$1.9M———
Fund Advisors of America Inc
N/A—7,917-7,917-100%$1.9M———
Pingora Partners LLC
N/A—7,837-7,837-100%$1.9M———
Bridgefront Capital, LLC
N/A—7,830-7,830-100%$1.9M———
Qsemble Capital Management, LP
N/A—7,809-7,809-100%$1.9M———
GatePass Capital, LLC
N/A—7,805-7,805-100%$1.9M———
Precision Wealth Strategies, LLC
N/A—7,800-7,800-100%$1.9M———
Wallace Hart LLC
N/A—7,777-7,777-100%$1.9M———
Presidio Capital Management, LLC
N/A—7,748-7,748-100%$1.8M———
Everstar Asset Management, LLC
N/A—7,734-7,734-100%$1.8M———
Paladin Advisory Group, LLC
N/A—7,711-7,711-100%$1.8M———
Integrity Wealth Solutions LLC
N/A—7,710-7,710-100%$1.8M———
Aegis Wealth Management LLC
N/A—7,697-7,697-100%$1.8M———
Gentry Private Wealth, LLC
N/A—7,627-7,627-100%$1.8M———
Charter Research & Investment Group, Inc.
N/A—7,590-7,590-100%$1.8M———
Tripletail Wealth Management, LLC
N/A—7,589-7,589-100%$1.8M———
Connective Capital Management, LLC
N/A—7,580-7,580-100%$1.8M———
Wellington-Altus USA Inc.
N/A—7,569-7,569-100%$1.6M———
PSI Advisors, LLC
N/A—7,562-7,562-100%$1.8M———
Satovsky Asset Management LLC
N/A—7,547-7,547-100%$1.8M———
Mpwm Advisory Solutions, LLC
N/A—7,545-7,545-100%$1.8M———
Mark Sheptoff Financial Planning, LLC
N/A—7,529-7,529-100%$1.8M———
Claris Advisors, LLC / MO /
N/A—7,512-7,512-100%$1.8M———
Wescott Financial Advisory Group, LLC
N/A—7,510-7,510-100%$1.8M———
Cohen & Steers, Inc.
N/A—7,500-7,500-100%$1.8M———
Quantitative Investment Management, LLC
N/A—7,494-7,494-100%$1.8M———
Navis Wealth Advisors, LLC
N/A—7,470-7,470-100%$1.8M———
J Hagan Capital, Inc.
N/A—7,442-7,442-100%$1.8M———
Goldstream Capital Management Ltd
N/A—7,438-7,438-100%$1.8M———
V. M. Manning & Co., Inc.
N/A—7,437-7,437-100%$1.8M———
Fielder Capital Group LLC
N/A—7,426-7,426-100%$1.8M———
Seneca House Advisors
N/A—7,396-7,396-100%$1.8M———
Copia Wealth Management
N/A—7,393-7,393-100%$1.8M———
Perissos Private Wealth Management, LLC
N/A—7,355-7,355-100%$1.8M———
Corsicana & Co.
N/A—7,325-7,325-100%$1.7M———
Centennial Bank
N/A—7,323-7,323-100%$1.7M———
Beta Wealth Group, Inc.
N/A—7,248-7,248-100%$1.7M———
Panoramic Investment Advisors, LLC
N/A—7,246-7,246-100%$1.7M———
WPWealth LLP
N/A—7,245-7,245-100%$1.7M———
FreeGulliver LLC
N/A—7,244-7,244-100%$1.7M———
BlueStem Wealth Partners, LLC
N/A—7,243-7,243-100%$1.7M———
Stonebridge Financial Group, LLC / MO
N/A—7,221-7,221-100%$1.7M———
Wood Tarver Financial Group, LLC
N/A—7,148-7,148-100%$1.7M———
Cura Wealth Advisors, LLC
N/A—7,143-7,143-100%$1.7M———
Indie Asset Partners, LLC
N/A—7,133-7,133-100%$1.7M———
RPS Advisory Solutions LLC
N/A—7,132-7,132-100%$1.7M———
Pinnbrook Capital Management LP
N/A—7,100-7,100-100%$1.7M———
Arrowroot Family Office, LLC
N/A—7,098-7,098-100%$1.7M———
Lummis Asset Management, LP
N/A—7,088-7,088-100%$1.7M———
Koss-Olinger Consulting, LLC
N/A—7,084-7,084-100%$1.7M———
Storen Legacy Partners, LLC
N/A—7,062-7,062-100%$1.7M———
Hurricane Capital Advisors LLC
N/A—7,045-7,045-100%$1.7M———
Blueshift Asset Management, LLC
N/A—7,040-7,040-100%$1.7M———
SkyView Investment Advisors, LLC
N/A—7,000-7,000-100%$1.7M———
Bannerstone Capital Management, LLC
N/A—6,973-6,973-100%$1.7M———
Tradewinds, Llc.
N/A—6,956-6,956-100%$13.2M———
Virtus Investment Advisers, LLC
N/A—6,903-6,903-100%$1.6M———
Global Endowment Management, LP
N/A—6,896-6,896-100%$1.6M———
Planning Center, Inc.
N/A—6,889-6,889-100%$1.6M———
Bolthouse Investments, LLC
N/A—6,873-6,873-100%$1.6M———
Axis Wealth Partners, LLC
N/A—6,859-6,859-100%$1.6M———
17 Capital Partners, LLC
N/A—6,856-6,856-100%$1.6M———
Panoramic Capital Partners, LLC
N/A—6,821-6,821-100%$1.6M———
SPG Advisors LLC
N/A—6,819-6,819-100%$1.6M———
Steffes Financial, Ltd.
N/A—6,811-6,811-100%$1.6M———
Avanda Investment Management Pte. Ltd.
N/A—6,800-6,800-100%$1.6M———
SGL Investment Advisors, Inc.
N/A—6,799-6,799-100%$1.9M———
Aspen Wealth Strategies, LLC
N/A—6,795-6,795-100%$1.6M———
Stuart Investment Advisors, Inc.
N/A—6,760-6,760-100%$1.6M———
Leith Wheeler Investment Counsel Ltd.
N/A—6,753-6,753-100%$1.6M———
Dynamic Technology Lab Private Ltd
N/A—6,724-6,724-100%$1.6M———
Ashford Capital Management Inc
N/A—6,700-6,700-100%$1.6M———
Parkwoods Wealth Partners, LLC
N/A—6,682-6,682-100%$1.6M———
1015 Capital Partners, LLC
N/A—6,674-6,674-100%$1.6M———
Sierra Legacy Group
N/A—6,659-6,659-100%$1.6M———
Vista Cima Wealth Management LLC
N/A—6,650-6,650-100%$1.6M———
BHK Investment Advisors, LLC
N/A—6,642-6,642-100%$1.6M———
RED Reef Advisors LLC
N/A—6,623-6,623-100%$1.6M———
Harvest Investment Services, LLC
N/A—6,622-6,622-100%$1.6M———
Oxbow Advisors, LLC
N/A—6,615-6,615-100%$1.6M———
Formulate Financial LLC
N/A—6,606-6,606-100%$1.6M———
Cascades Capital Asset Management, LLC
N/A—6,605-6,605-100%$1.6M———
Bcgm Wealth Management, LLC
N/A—6,522-6,522-100%$1.6M———
Entelevest, LLC
N/A—6,503-6,503-100%$1.5M———
Summit Wealth Group, LLC
N/A—6,503-6,503-100%$1.5M———
TD Capital Management LLC
N/A—6,481-6,481-100%$1.5M———
Empire Financial Management Company, LLC
N/A—6,478-6,478-100%$1.5M———
Cordant, Inc.
N/A—6,466-6,466-100%$1.5M———
SK Wealth Management, LLC
N/A—6,418-6,418-100%$1.8M———
Ruggaard & Associates LLC
N/A—6,412-6,412-100%$1.5M———
Mosaic Financial Group, LLC
N/A—6,402-6,402-100%$1.5M———
London Co of Virginia
N/A—6,400-6,400-100%$1.5M———
Gambit Capital Management, LLC
N/A—6,343-6,343-100%$1.5M———
Kilter Group LLC
N/A—6,339-6,339-100%$1.5M———
Bridgewealth Advisory Group, LLC
N/A—6,320-6,320-100%$1.5M———
Expressive Wealth LLC
N/A—6,318-6,318-100%$1.5M———
Stonebridge Capital Management Inc
N/A—6,279-6,279-100%$1.5M———
Inspire Advisors, LLC
N/A—6,258-6,258-100%$1.5M———
Jackson, Grant Investment Advisers, Inc.
N/A—6,253-6,253-100%$1.5M———
One Wealth Map LLC
N/A—6,232-6,232-100%$1.4M———
Rather & Kittrell, Inc.
N/A—6,150-6,150-100%$1.5M———
RiverGlades Family Offices LLC
N/A—6,101-6,101-100%$1.5M———
PenderFund Capital Management Ltd.
N/A—6,100-6,100-100%$1.5M———
Nova Wealth Management, Inc.
N/A—6,090-6,090-100%$1.5M———
Beaird Harris Wealth Management, LLC
N/A—6,088-6,088-100%$1.5M———
Elm Partners Management LLC
N/A—6,079-6,079-100%$1.4M———
First National Bank & Trust Co of Newtown
N/A—6,064-6,064-100%$1.6M———
Coign Capital Advisors LLC
N/A—6,030-6,030-100%$1.4M———
Shepherd Wealth Management Ltd Liability Co
N/A—6,016-6,016-100%$1.6M———
Palouse Capital Management, Inc.
N/A—6,011-6,011-100%$1.4M———
Aimz Investment Advisors, LLC
N/A—6,005-6,005-100%$1.4M———
Corsair Capital Management, L.P.
N/A—6,001-6,001-100%$1.4M———
BCS Private Wealth Management, Inc.
N/A—5,977-5,977-100%$1.4M———
Vertex Planning Partners, LLC
N/A—5,931-5,931-100%$1.4M———
Index Technologies Group LLC
N/A—5,918-5,918-100%$1.4M———
Paradigm Capital Management, LLC
N/A—5,914-5,914-100%$1.4M———
Avise Financial Cooperative, Inc.
N/A—5,830-5,830-100%$1.4M———
Golden Road Advisors LLC
N/A—5,808-5,808-100%$1.4M———
Evernest Financial Advisors, LLC
N/A—5,793-5,793-100%$1.4M———
Northwest Bancshares, Inc.
N/A—5,782-5,782-100%$1.4M———
Aspen Capital Management, LLC
N/A—5,772-5,772-100%$1.4M———
Harbour Wealth Management Group, Inc.
N/A—5,748-5,748-100%$1.4M———
Brogan Financial, Inc.
N/A—5,723-5,723-100%$1.4M———
Daniel Investment Group, Inc.
N/A—5,718-5,718-100%$1.4M———
Jacobs Equity LLC
N/A—5,691-5,691-100%$1.4M———
NerdWallet Wealth Partners, LLC
N/A—5,671-5,671-100%$1.4M———
Sonoma Allocations LLC
N/A—5,665-5,665-100%$1.4M———
FSA Advisors, Inc.
N/A—5,641-5,641-100%$1.3M———
Westerkirk Capital Inc.
N/A—5,640-5,640-100%$1.3M———
Seascape Capital Management
N/A—5,613-5,613-100%$1.3M———
Wealthgarden F.S. LLC
N/A—5,588-5,588-100%$1.3M———
Regimen Wealth, LLC
N/A—5,554-5,554-100%$1.3M———
Element Wealth, LLC
N/A—5,552-5,552-100%$1.3M———
Edgestream Partners, L.P.
N/A—5,513-5,513-100%$1.3M———
LWM Advisory Services, LLC
N/A—5,506-5,506-100%$1.3M———
Massar Capital Management, LP
N/A—5,499-5,499-100%$1.3M———
Talisman Wealth Advisors LLC
N/A—5,499-5,499-100%$1.3M———
Planning Directions Inc
N/A—5,477-5,477-100%$1.3M———
Pine Harbor Wealth Management, LLC
N/A—5,475-5,475-100%$1.3M———
Adapt Wealth Advisors, LLC
N/A—5,447-5,447-100%$1.3M———
Wilson & Boucher Capital Management, LLC
N/A—5,351-5,351-100%$1.3M———
Seldon Capital LP
N/A—5,320-5,320-100%$1.3M———
Dopkins Wealth Management, LLC
N/A—5,296-5,296-100%$1.3M———
Pursuit Wealth Strategies, LLC
N/A—5,283-5,283-100%$1.3M———
Nalls Sherbakoff Group, LLC
N/A—5,278-5,278-100%$1.3M———
Nicholson Meyer Capital Management, Inc.
N/A—5,276-5,276-100%$1.3M———
Meramec Financial Planners, LLC
N/A—5,259-5,259-100%$1.2M———
Slagle Financial, LLC
N/A—5,237-5,237-100%$1.2M———
OneAscent Investment Solutions LLC
N/A—5,223-5,223-100%$1.2M———
CMT Capital Markets Trading GmbH
N/A—5,219-5,219-100%$1.2M———
FOX RUN Management, L.L.C.
N/A—5,204-5,204-100%$1.2M———
Horizon Family Wealth, Inc.
N/A—5,179-5,179-100%$1.2M———
ODonnell Financial Services, LLC
N/A—5,179-5,179-100%$1.2M———
Rexford Capital Inc
N/A—5,178-5,178-100%$1.2M———
Magnolia Private Wealth, LLC
N/A—5,170-5,170-100%$1.2M———
Black Maple Capital Management LP
N/A—5,163-5,163-100%$1.2M———
TrueWealth Financial Partners
N/A—5,162-5,162-100%$1.2M———
Sprott Inc.
N/A—5,155-5,155-100%$1.2M———
Sanchez Levi Garrett
N/A—5,153-5,153-100%$1.2M———
Paragon Financial Partners, Inc.
N/A—5,150-5,150-100%$1.4M———
Orcam Financial Group
N/A—5,127-5,127-100%$1.2M———
Tevis Investment Management
N/A—5,123-5,123-100%$1.2M———
Valtrion Capital Management, LLC
N/A—5,122-5,122-100%$1.2M———
AlphaGrep UK Ltd
N/A—5,122-5,122-100%$1.2M———
LEE Johnson Capital Management, LLC
N/A—5,100-5,100-100%$1.2M———
Mendel Capital Management LLC
N/A—5,046-5,046-100%$1.2M———
Horizon Bancorp Inc
N/A—5,041-5,041-100%$1.2M———
Vista Investment Management
N/A—5,041-5,041-100%$1.2M———
Daner Wealth Management, LLC
N/A—5,032-5,032-100%$1.3M———
LifePlan Investment Advisors, Inc.
N/A—5,029-5,029-100%$1.2M———
Tudor Financial Inc.
N/A—5,004-5,004-100%$1.2M———
Requisite Capital Management, LLC
N/A—5,001-5,001-100%$1.2M———
One68 Global Capital, LLC
N/A—5,000-5,000-100%$1.2M———
Union Square Park Capital Management, LLC
N/A—5,000-5,000-100%$1.2M———
Corient IA LP
N/A—4,970-4,970-100%$1.2M———
Stillwater Private Wealth, LLC
N/A—4,925-4,925-100%$1.3K———
Orion Investment Co
N/A—4,920-4,920-100%$1.2M———
Foster & Motley Inc
N/A—4,915-4,915-100%$1.2M———
Hyperion Capital Advisors LP
N/A—4,900-4,900-100%$1.2M———
ArrowMark Colorado Holdings LLC
N/A—4,885-4,885-100%$1.2M———
Barnes Pettey Financial Advisors, LLC
N/A—4,881-4,881-100%$1.2M———
1 North Wealth Services LLC
N/A—4,856-4,856-100%$1.2M———
Hopwood Nicholas Hunter
N/A—4,848-4,848-100%$1.2M———
Faithward Advisors, LLC
N/A—4,811-4,811-100%$1.1M———
Kelman-Lazarov, Inc.
N/A—4,810-4,810-100%$1.1M———
New Vernon Investment Management LLC
N/A—4,809-4,809-100%$1.1M———
Pincus Capital Management, LP
N/A—4,800-4,800-100%$1.1M———
Claret Asset Management Corp
N/A—4,797-4,797-100%$1.1M———
Capasso Planning Partners LLC
N/A—4,777-4,777-100%$1.1M———
Compass Advisory Group LLC
N/A—4,749-4,749-100%$1.1M———
Vienna Asset Management LLC
N/A—4,736-4,736-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—4,733-4,733-100%$1.1M———
Dividend Assets Capital, LLC
N/A—4,706-4,706-100%$1.1M———
Libra Wealth LLC
N/A—4,701-4,701-100%$1.1M———
Stenham Asset Management Ltd
N/A—4,700-4,700-100%$1.1M———
VestGen Investment Management
N/A—4,690-4,690-100%$1.1M———
Gross & Hartman Investments LLC
N/A—4,687-4,687-100%$1.1M———
Sharp Wealth Advisory, LLC
N/A—4,686-4,686-100%$1.1M———
Barnes Wealth Management Group, Inc
N/A—4,680-4,680-100%$1.1M———
Novak & Powell Financial Services, Inc.
N/A—4,672-4,672-100%$1.1M———
Wealth Watch Advisors, Inc
N/A—4,668-4,668-100%$1.1M———
Borer Denton & Associates, Inc.
N/A—4,663-4,663-100%$1.1M———
Spectrum Investment Advisors, Inc.
N/A—4,616-4,616-100%$1.1M———
Star Financial Bank
N/A—4,597-4,597-100%$1.1M———
Sky-Mountain Capital Management, Inc.
N/A—4,587-4,587-100%$1.1M———
Causey Wealth LLC
N/A—4,555-4,555-100%$1.1M———
Fieldview Capital Management, LLC
N/A—4,513-4,513-100%$1.1M———
PIN OAK Investment Advisors Inc
N/A—4,510-4,510-100%$1.1M———
Emerald Mutual Fund Advisers Trust
N/A—4,504-4,504-100%$1.1M———
Dogwood Wealth Management LLC
N/A—4,496-4,496-100%$1.1M———
Brooks, Moore & Associates, Inc.
N/A—4,490-4,490-100%$1.1M———
Godfrey Financial Associates, Inc.
N/A—4,489-4,489-100%$1.1M———
Earnest Partners LLC
N/A—4,479-4,479-100%$1.1M———
TriCert Investment Counsel Inc.
N/A—4,476-4,476-100%$1.1M———
Fi3 Financial Advisors, LLC
N/A—4,471-4,471-100%$326.4K———
Second Half Financial Partners, LLC
N/A—4,468-4,468-100%$1.1M———
Sachetta, LLC
N/A—4,457-4,457-100%$1.1M———
Sankala Group LLC
N/A—4,451-4,451-100%$1.2M———
Cadia Private Client LLC
N/A—4,432-4,432-100%$1.1M———
Osbon Capital Management LLC
N/A—4,428-4,428-100%$1.1M———
Winslow Asset Management Inc
N/A—4,380-4,380-100%$1.0M———
5T Wealth, LLC
N/A—4,375-4,375-100%$1.0M———
Fora Capital, LLC
N/A—4,367-4,367-100%$1.0M———
Goepper Burkhardt LLC
N/A—4,362-4,362-100%$1.0M———
Legacy Wealth Managment, LLC
N/A—4,342-4,342-100%$1.0M———
Ehrenkranz Partners L.P.
N/A—4,341-4,341-100%$1.0M———
Muirfield Wealth Advisors LLC
N/A—4,308-4,308-100%$1.0M———
Vigil Wealth Management, LLC
N/A—4,296-4,296-100%$1.0M———
Quantessence Capital LLC
N/A—4,270-4,270-100%$1.0M———
Wealthspan Partners, LLC
N/A—4,225-4,225-100%$1.0M———
Pack Private Wealth, LLC
N/A—4,196-4,196-100%$1.0M———
Gallo Partners, LP
N/A—4,192-4,192-100%$999.1K———
P.A.W. Capital Corp
N/A—4,170-4,170-100%$993.9K———
Concorde Asset Management, LLC
N/A—4,166-4,166-100%$992.9K———
Brand Asset Management Group, Inc.
N/A—4,135-4,135-100%$985.5K———
Odyssey Group, LLC
N/A—4,107-4,107-100%$978.9K———
Olde Wealth Management, LLC
N/A—4,087-4,087-100%$974.0K———
Alpha Financial Partners LLC
N/A—4,085-4,085-100%$973.5K———
360 Financial, Inc.
N/A—4,048-4,048-100%$964.8K———
Summit Wealth & Retirement Planning, Inc.
N/A—4,035-4,035-100%$961.7K———
IFS Group,LLC
N/A—4,033-4,033-100%$961.2K———
WFA of San Diego, LLC
N/A—4,011-4,011-100%$1.1M———
De Lisle Partners LLP
N/A—4,000-4,000-100%$953.4K———
Courage Capital Management LLC
N/A—4,000-4,000-100%$953.0K———
Tolleson Wealth Management, Inc.
N/A—3,976-3,976-100%$947.6K———
Roble, Belko & Company, Inc
N/A—3,972-3,972-100%$947.0K———
Arcus Capital Partners, LLC
N/A—3,943-3,943-100%$939.8K———
Lowery Thomas, LLC
N/A—3,940-3,940-100%$939.1K———
Premier Private Wealth Management LLC
N/A—3,897-3,897-100%$928.8K———
Moment Partners, LLC
N/A—3,893-3,893-100%$927.9K———
General Catalyst Group Management, LLC
N/A—3,882-3,882-100%$925.2K———
Anson Funds Management LPA
N/A—3,859-3,859-100%$919.8K———
C M Bidwell & Associates LTD
N/A—3,850-3,850-100%$917.6K———
Beto Financial Group, LLC
N/A—3,848-3,848-100%$962.0K———
Signal Tree Financial Partners LLC
N/A—3,823-3,823-100%$911.2K———
Inceptionr LLC
N/A—3,808-3,808-100%$907.6K———
Capital Investment Management, Inc.
N/A—3,792-3,792-100%$903.8K———
Chicago Wealth Management, Inc.
N/A—3,788-3,788-100%$902.8K———
OneAscent Wealth Management LLC
N/A—3,785-3,785-100%$902.1K———
Corus Family Wealth Advisors
N/A—3,775-3,775-100%$899.7K———
Avant Capital LLC
N/A—3,726-3,726-100%$888.1K———
Riverpoint Wealth Management Holdings, LLC
N/A—3,723-3,723-100%$887.3K———
Torrey-Payne Wealth Management, LLC
N/A—3,722-3,722-100%$887.1K———
Westport Asset Management Inc
N/A—3,720-3,720-100%$886.6K———
Strathmore Capital Advisors, Inc.
N/A—3,717-3,717-100%$920.1K———
Atlantic Family Wealth, LLC
N/A—3,659-3,659-100%$872.1K———
Tower Wealth Partners, Inc.
N/A—3,655-3,655-100%$871.1K———
Vermillion & White Wealth Management Group, LLC
N/A—3,633-3,633-100%$816.1K———
Veridan Wealth LLC
N/A—3,628-3,628-100%$864.7K———
CoreFirst Bank & Trust
N/A—3,620-3,620-100%$862.8K———
Johnson Wealth Management, LLC
N/A—3,603-3,603-100%$858.7K———
Millington Financial Advisors, LLC
N/A—3,595-3,595-100%$888.8K———
Cypress Capital Management LLC (WY)
N/A—3,577-3,577-100%$852.5K———
Retirement Planning Group, LLC / NY
N/A—3,540-3,540-100%$843.7K———
WorthPointe, LLC
N/A—3,532-3,532-100%$841.8K———
Wexford Capital LP
N/A—3,500-3,500-100%$834.2K———
Trillium Asset Management, LLC
N/A—3,497-3,497-100%$833.5K———
Markin Asset Management, LP
N/A—3,490-3,490-100%$831.8K———
Payne Capital Management, LLC
N/A—3,477-3,477-100%$828.8K———
White Wing Wealth Management
N/A—3,476-3,476-100%$828.5K———
Independent Family Office, LLC
N/A—3,472-3,472-100%$827.5K———
CarsonAllaria Wealth Management, Ltd.
N/A—3,461-3,461-100%$824.9K———
Tribridge Partners Financial LLC
N/A—3,454-3,454-100%$799.2K———
Painted Porch Advisors LLC
N/A—3,432-3,432-100%$818.0K———
Chatterton & Associates Inc.
N/A—3,419-3,419-100%$844.6K———
Sonoma Private Wealth LLC
N/A—3,372-3,372-100%$803.7K———
Genesis Wealth Advisors, LLC
N/A—3,372-3,372-100%$803.7K———
Keystone Financial Services, LLC
N/A—3,344-3,344-100%$797.0K———
Steelhead Wealth Management LLC
N/A—3,340-3,340-100%$796.0K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—3,325-3,325-100%$792.5K———
J.E. Simmons & Co., P.C.
N/A—3,308-3,308-100%$788.4K———
Midwestern Financial, LLC
N/A—3,306-3,306-100%$788.0K———
Denver Wealth Management, Inc.
N/A—3,250-3,250-100%$774.6K———
Severin Investments, LLC
N/A—3,239-3,239-100%$771.9K———
Phillips Wealth Planners LLC
N/A—3,229-3,229-100%$794.3K———
Motley Fool Wealth Management, LLC
N/A—3,219-3,219-100%$767.2K———
Macro Advisors, Inc.
N/A—3,213-3,213-100%$765.8K———
Berry Wealth Group, LP
N/A—3,207-3,207-100%$764.4K———
Laidlaw Wealth Management LLC
N/A—3,198-3,198-100%$762.2K———
Tanglewood Legacy Advisors, LLC
N/A—3,196-3,196-100%$761.7K———
Aberdeen Wealth Management LLC
N/A—3,179-3,179-100%$757.7K———
Latko Wealth Management, Ltd.
N/A—3,158-3,158-100%$752.7K———
Elite Financial, Inc.
N/A—3,147-3,147-100%$750.0K———
Colter Lewis Investment Partners LLC
N/A—3,133-3,133-100%$746.7K———
Resolute Advisors LLC
N/A—3,132-3,132-100%$746.5K———
Hilltop Wealth Advisors, LLC
N/A—3,125-3,125-100%$744.9K———
TPG Financial Advisors, LLC
N/A—3,121-3,121-100%$743.9K———
Symmetry Investments LP
N/A—3,100-3,100-100%$738.9K———
Cornerstone Financial Management LLC
N/A—3,084-3,084-100%$735.0K———
Clarkston Capital Partners, LLC
N/A—3,077-3,077-100%$733.4K———
Bravera Wealth
N/A—3,074-3,074-100%$732.7K———
HTG Investment Advisors, Inc.
N/A—3,065-3,065-100%$730.5K———
Alaska Wealth Advisors, LLC
N/A—3,058-3,058-100%$728.8K———
Wealth Care LLC
N/A—3,020-3,020-100%$719.8K———
Abound Financial, LLC
N/A—3,013-3,013-100%$718.1K———
Comprehensive Money Management Services LLC
N/A—3,010-3,010-100%$717.4K———
S&T Bank
N/A—3,009-3,009-100%$717.2K———
MA Private Wealth
N/A—3,003-3,003-100%$715.7K———
Optimize Financial Inc.
N/A—2,995-2,995-100%$713.8K———
Sound Capital Solutions LLC
N/A—2,995-2,995-100%$713.8K———
HighMark Wealth Management LLC
N/A—2,983-2,983-100%$711.1K———
Bank OZK
N/A—2,961-2,961-100%$705.7K———
Spahn Wealth & Retirement LLC
N/A—2,953-2,953-100%$703.8K———
Winthrop Partners - WNY, LLC
N/A—2,934-2,934-100%$699.3K———
Plum Street Advisors, LLC
N/A—2,928-2,928-100%$697.9K———
Mosaic Advisors LLC
N/A—2,920-2,920-100%$696.0K———
Capital Financial Group Inc\co\
N/A—2,906-2,906-100%$692.6K———
Caitlin John, LLC
N/A—2,905-2,905-100%$692.4K———
Petix & Botte Co
N/A—2,896-2,896-100%$690.2K———
Disciplined Investments, LLC
N/A—2,880-2,880-100%$686.4K———
Maimon Wealth Management Ltd.
N/A—2,871-2,871-100%$684.3K———
Joule Financial, LLC
N/A—2,868-2,868-100%$683.6K———
Campbell Deegan Wealth Management, LLC
N/A—2,865-2,865-100%$682.9K———
Arbor Trust Wealth Advisors, LLC
N/A—2,863-2,863-100%$682.4K———
Brightwater Advisory LLC
N/A—2,859-2,859-100%$681.4K———
Broyhill Asset Management, LLC
N/A—2,859-2,859-100%$681.4K———
Unio Capital LLC
N/A—2,857-2,857-100%$680.9K———
Parker Investment Management, LLC
N/A—2,815-2,815-100%$671.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,806-2,806-100%$668.9K———
Mane Global Capital Management LP
N/A—2,790-2,790-100%$665.0K———
McNamara Financial Services, Inc.
N/A—2,764-2,764-100%$658.8K———
Copley Financial Group, Inc.
N/A—2,738-2,738-100%$652.6K———
PMG Wealth Management, Inc.
N/A—2,737-2,737-100%$652.3K———
Chico Wealth RIA
N/A—2,718-2,718-100%$647.8K———
Bravias Capital Group, LLC
N/A—2,718-2,718-100%$647.8K———
Leo H. Evart, Inc.
N/A—2,712-2,712-100%$646.3K———
KEB Asset Management, LLC
N/A—2,712-2,712-100%$646.5K———
Caldwell Sutter Capital, Inc.
N/A—2,711-2,711-100%$646.1K———
Wittenberg Investment Management, Inc.
N/A—2,691-2,691-100%$641.4K———
Hudson Portfolio Management LLC
N/A—2,689-2,689-100%$640.9K———
Bramshill Investments, LLC
N/A—2,678-2,678-100%$638.3K———
Brave Warrior Advisors, LLC
N/A—2,650-2,650-100%$631.6K———
JDM Financial Group LLC
N/A—2,648-2,648-100%$631.1K———
Resolute Wealth Advisor, Inc.
N/A—2,635-2,635-100%$548.8K———
Beacon Bridge Wealth Partners, LLC
N/A—2,631-2,631-100%$627.1K———
Galaxy Digital Inc.
N/A—2,600-2,600-100%$619.7K———
Stephens Investment Management Group LLC
N/A—2,598-2,598-100%$619.2K———
Core Capital Management & Research, inc.
N/A—2,579-2,579-100%$669.4K———
Jackson Wealth Management, LLC
N/A—2,575-2,575-100%$614.0K———
First Wilshire Securities Management Inc
N/A—2,573-2,573-100%$613.2K———
Campion Asset Management
N/A—2,564-2,564-100%$611.1K———
Stembrook Asset Management, LLC
N/A—2,537-2,537-100%$604.7K———
Shared Vision Wealth Group LLC
N/A—2,536-2,536-100%$604.5K———
Potomac Fund Management Inc
N/A—2,528-2,528-100%$602.5K———
Beckerman Institutional, LLC
N/A—2,526-2,526-100%$602.0K———
Northstar Asset Management Inc
N/A—2,518-2,518-100%$600.1K———
Demming Financial Services Corp
N/A—2,510-2,510-100%$598.2K———
Blom & Howell Financial Planning, Inc.
N/A—2,501-2,501-100%$596.1K———
Susquehanna Fundamental Investments, LLC
N/A—2,500-2,500-100%$595.9K———
Graney & King, LLC
N/A—2,491-2,491-100%$593.7K———
PlanVest Financial, Inc
N/A—2,453-2,453-100%$584.6K———
Phocas Financial Corp.
N/A—2,450-2,450-100%$583.9K———
Taylor Hoffman Capital Management LLC
N/A—2,449-2,449-100%$583.7K———
Clark Estates Inc
N/A—2,440-2,440-100%$581.6K———
Intrinsic Value Partners, LLC
N/A—2,437-2,437-100%$580.8K———
Hartree Partners, LP
N/A—2,425-2,425-100%$578.0K———
Capital Counsel LLC
N/A—2,420-2,420-100%$576.8K———
Measured Wealth Private Client Group, LLC
N/A—2,420-2,420-100%$576.7K———
Tandem Financial, LLC
N/A—2,420-2,420-100%$576.8K———
Seaside Wealth Management, Inc.
N/A—2,396-2,396-100%$571.1K———
Magnetar Financial LLC
N/A—2,393-2,393-100%$570.3K———
Beacon Investment Advisors LLC
N/A—2,390-2,390-100%$569.7K———
Noble Wealth Partners LLC
N/A—2,390-2,390-100%$569.5K———
Balanced Wealth Group LLC
N/A—2,378-2,378-100%$566.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,358-2,358-100%$562.0K———
MSA Advisors, LLC
N/A—2,350-2,350-100%$560.1K———
Martin Investment Management, LLC
N/A—2,344-2,344-100%$558.7K———
Odyssean, LLC
N/A—2,337-2,337-100%$557.0K———
Beacon Harbor Wealth Advisors, Inc.
N/A—2,330-2,330-100%$632.8K———
Capital Markets Trading UK LLP
N/A—2,329-2,329-100%$555.0K———
Custos Family Office, LLC
N/A—2,320-2,320-100%$552.9K———
Rialto Wealth Management, LLC
N/A—2,294-2,294-100%$546.8K———
FMB Wealth Management
N/A—2,276-2,276-100%$542.5K———
Front Street Capital Management, Inc.
N/A—2,273-2,273-100%$547.4K———
Timbuktu Capital Management, LLC
N/A—2,264-2,264-100%$539.6K———
Pinney & Scofield, Inc.
N/A—2,260-2,260-100%$538.6K———
Raffa Wealth Management, LLC
N/A—2,258-2,258-100%$538.2K———
Arcadia Wealth Management, Inc.
N/A—2,247-2,247-100%$535.6K———
Sovereign Investment Advisors, LLC
N/A—2,244-2,244-100%$534.8K———
Financial Plan, Inc.
N/A—2,231-2,231-100%$531.7K———
Twinbeech Capital LP
N/A—2,222-2,222-100%$529.6K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—2,219-2,219-100%$528.9K———
Theory Financial LLC
N/A—2,218-2,218-100%$528.6K———
Resolute Capital, LLC
N/A—2,211-2,211-100%$527.0K———
Petra Financial Advisors Inc
N/A—2,200-2,200-100%$524.4K———
Envision Financial Transparency, LLC
N/A—2,199-2,199-100%$524.1K———
Bontempo Ohly Capital Mgmt LLC
N/A—2,192-2,192-100%$522.4K———
denkapparat Operations GmbH
N/A—2,192-2,192-100%$522.4K———
Windsor Advisory Group, LLC
N/A—2,189-2,189-100%$521.8K———
Oxford Asset Management LLP
N/A—2,185-2,185-100%$520.8K———
Passive Capital Management, Llc.
N/A—2,141-2,141-100%$494.2K———
January Capital Advisors LLC
N/A—2,135-2,135-100%$508.9K———
Forum Private Client Group LLC
N/A—2,130-2,130-100%$507.7K———
Curio Wealth, LLC
N/A—2,107-2,107-100%$502.2K———
Vectors Research Management, LLC
N/A—2,094-2,094-100%$499.1K———
Kanen Wealth Management LLCA
N/A—2,072-2,072-100%$493.8K———
Forge Financial Services LLC
N/A—2,072-2,072-100%$493.8K———
Investments & Financial Planning, LLC
N/A—2,053-2,053-100%$489.3K———
Eschler Asset Management LLP
N/A—2,040-2,040-100%$486.1K———
Oak Wealth Advisors LLC
N/A—2,029-2,029-100%$483.6K———
Safe Harbor Family Capital, LLC
N/A—2,015-2,015-100%$480.3K———
OV Management LLC
N/A—2,012-2,012-100%$479.5K———
KDT Advisors, LLC
N/A—2,006-2,006-100%$478.1K———
VPR Management LLC
N/A—2,000-2,000-100%$476.7K———
Eight 31 Financial, LLC
N/A—2,000-2,000-100%$476.7K———
Fischer Investment Strategies, LLC
N/A—1,982-1,982-100%$472.5K———
Mustico Financial Group, Inc.
N/A—1,959-1,959-100%$455.6K———
Ionic Capital Management LLC
N/A—1,957-1,957-100%$466.4K———
Unison Asset Management LLC
N/A—1,947-1,947-100%$464.0K———
Prepared Retirement Institute LLC
N/A—1,936-1,936-100%$461.4K———
ATLas Financial Planning LLC
N/A—1,925-1,925-100%$458.8K———
JMG Financial Group, Ltd.
N/A—1,915-1,915-100%$456.4K———
Great OAK Capital Partners, LLC
N/A—1,897-1,897-100%$468.3K———
Forty-three Eighteen Advisors, LLC
N/A—1,895-1,895-100%$451.7K———
Widmann Financial Services, Inc.
N/A—1,884-1,884-100%$449.0K———
Frazier Financial Advisors, LLC
N/A—1,844-1,844-100%$439.5K———
Virtus Advisers, LLC
N/A—1,841-1,841-100%$438.8K———
Kropog Financial Group, LLC
N/A—1,813-1,813-100%$432.1K———
VAN DEN Berg Management I, Inc
N/A—1,807-1,807-100%$430.7K———
Schrum Private Wealth Management LLC
N/A—1,799-1,799-100%$380.1K———
Verity Wealth Advisors
N/A—1,780-1,780-100%$424.2K———
Swan Capital LLC
N/A—1,775-1,775-100%$423.1K———
EQ LLC
N/A—1,771-1,771-100%$422.0K———
Axiom Financial Strategies, LLC
N/A—1,747-1,747-100%$416.4K———
BWM Planning, LLC
N/A—1,747-1,747-100%$416.5K———
Significant Wealth Partners LLC
N/A—1,741-1,741-100%$415.0K———
Napier Financial, LLC
N/A—1,723-1,723-100%$410.7K———
VSM Wealth Advisory, LLC
N/A—1,710-1,710-100%$407.6K———
Walsh & Associates, LLC
N/A—1,710-1,710-100%$407.6K———
Intentional Wealth Strategies, LLC
N/A—1,707-1,707-100%$406.8K———
Highland Investment Advisors LLC
N/A—1,689-1,689-100%$402.6K———
Vawter Financial, Ltd.
N/A—1,670-1,670-100%$398.0K———
Toews Corp
N/A—1,668-1,668-100%$397.6K———
Note Advisors, LLC
N/A—1,660-1,660-100%$395.5K———
Schiavi & Co LLC
N/A—1,655-1,655-100%$394.5K———
FPC Investment Advisory, Inc.
N/A—1,647-1,647-100%$407.2K———
Longview Financial Advisors LLC
N/A—1,642-1,642-100%$391.4K———
Cadence Wealth Management LLC
N/A—1,638-1,638-100%$390.5K———
HFG Advisors, Inc.
N/A—1,628-1,628-100%$388.0K———
Harborfront Financial Group LLC
N/A—1,614-1,614-100%$384.8K———
Bluefin Capital Management, LLC
N/A—1,610-1,610-100%$383.7K———
Bellevue Group AG
N/A—1,605-1,605-100%$382.5K———
Consultiva Wealth Management, Corp.
N/A—1,603-1,603-100%$382.1K———
DiPaolo Financial Group, Inc.
N/A—1,595-1,595-100%$380.2K———
Interactive Financial Advisors, Inc.
N/A—1,593-1,593-100%$379.7K———
American Investment Services, Inc.
N/A—1,590-1,590-100%$379.0K———
Imprint Wealth LLC
N/A—1,589-1,589-100%$378.7K———
Valley Financial Group, Inc.
N/A—1,583-1,583-100%$377.4K———
Turner Financial Group, Inc.
N/A—1,582-1,582-100%$377.2K———
E-Wealth Partners, LLC
N/A—1,541-1,541-100%$367.2K———
Mason Investment Advisory Services, Inc.
N/A—1,540-1,540-100%$367.0K———
Kirkwood Financial Services
N/A—1,539-1,539-100%$366.8K———
American Wealth Advisors, LLC
N/A—1,520-1,520-100%$362.3K———
Morris Financial Concepts, Inc.
N/A—1,519-1,519-100%$362.0K———
Tacita Capital Inc
N/A—1,511-1,511-100%$360.1K———
LGT Financial Advisors LLC
N/A—1,508-1,508-100%$359.4K———
WealthTrak Capital Management LLC
N/A—1,495-1,495-100%$356.3K———
Prossimo Advisors, LLC
N/A—1,492-1,492-100%$355.6K———
EQ Wealth Advisors, LLC
N/A—1,470-1,470-100%$350.4K———
American Asset Management Inc.
N/A—1,464-1,464-100%$348.9K———
XP Advisory US, Inc.
N/A—1,460-1,460-100%$348.0K———
Parus Finance (UK) Ltd
N/A—1,447-1,447-100%$344.9K———
Trustco Bank Corp N Y
N/A—1,438-1,438-100%$342.7K———
Eldridge Investment Advisors, Inc.
N/A—1,437-1,437-100%$342.5K———
HC Advisors, LLC
N/A—1,427-1,427-100%$340.1K———
Cassady Wealth & Retirement Planning, LLC
N/A—1,426-1,426-100%$339.9K———
FLP Wealth Management, LLC
N/A—1,426-1,426-100%$340.0K———
Graver Capital Management, LLC
N/A—1,420-1,420-100%$338.4K———
Drexel Morgan & Co.
N/A—1,400-1,400-100%$333.7K———
Brandywine Trust Co
N/A—1,400-1,400-100%$333.7K———
Basepoint Wealth LLC
N/A—1,396-1,396-100%$332.7K———
Barnett & Company, Inc.
N/A—1,359-1,359-100%$323.9K———
Ackerman Asset Management, LLC
N/A—1,357-1,357-100%$323.4K———
Novus Advisors, LLC
N/A—1,342-1,342-100%$319.9K———
Evergreen Wealth Partners LLC
N/A—1,334-1,334-100%$318.0K———
Capital Asset Managemnet, LLC
N/A—1,322-1,322-100%$315.1K———
Nicholson Wealth Management Group, LLC
N/A—1,317-1,317-100%$313.9K———
Waterford Advisors, LLC
N/A—1,292-1,292-100%$307.9K———
Hill Investment Group Partners, LLC
N/A—1,288-1,288-100%$307.0K———
R.H. Investment Group, LLC
N/A—1,286-1,286-100%$306.5K———
Innovator Capital Management, LLC
N/A—1,283-1,283-100%$305.8K———
JAT Capital Mgmt LP
N/A—1,250-1,250-100%$297.9K———
Palladiem, LLC
N/A—1,245-1,245-100%$296.7K———
Bruce G. Allen Investments, LLC
N/A—1,242-1,242-100%$296.0K———
Mission Hills Financial Advisory, LLC
N/A—1,238-1,238-100%$295.1K———
M. Kulyk & Associates, LLC
N/A—1,236-1,236-100%$294.6K———
Trailhead Planners LLC
N/A—1,234-1,234-100%$294.1K———
Balanced Rock Investment Advisors LLC
N/A—1,229-1,229-100%$292.9K———
Members Advisory Group LLC
N/A—1,221-1,221-100%$291.0K———
Investment Counsel Co of Nevada
N/A—1,220-1,220-100%$290.8K———
Markin Volterra Fund LP
N/A—1,214-1,214-100%$289.3K———
Financial Sense Advisors, Inc.
N/A—1,207-1,207-100%$287.7K———
Bayesian Capital Management, LP
N/A—1,200-1,200-100%$286.0K———
Astoria Strategic Wealth, Inc.
N/A—1,191-1,191-100%$283.9K———
Retirement Capital Strategies
N/A—1,188-1,188-100%$283.1K———
Kinloch Capital, LLC
N/A—1,187-1,187-100%$282.9K———
Brooktree Capital Management
N/A—1,177-1,177-100%$280.5K———
Tencap Wealth Coaching, LLC
N/A—1,168-1,168-100%$278.5K———
Boulder Wealth Advisors, LLC
N/A—1,156-1,156-100%$275.5K———
nVerses Capital, LLC
N/A—1,142-1,142-100%$272.2K———
Athena Investment Management
N/A—1,141-1,141-100%$271.9K———
Strategic Financial Partners, Ltd.
N/A—1,133-1,133-100%$270.0K———
RBO & Co LLC
N/A—1,102-1,102-100%$262.7K———
Unconventional Investor, LLC
N/A—1,100-1,100-100%$262.2K———
Pura Vida Investments, LLC
N/A—1,100-1,100-100%$262.2K———
Perspective Wealth Advisors LLC
N/A—1,098-1,098-100%$261.7K———
Riverview Trust Co
N/A—1,097-1,097-100%$261.5K———
Investors Portfolio Services LLC
N/A—1,085-1,085-100%$258.6K———
Allie Family Office LLC
N/A—1,083-1,083-100%$258.1K———
Horizon Kinetics Asset Management LLC
N/A—1,081-1,081-100%$257.6K———
Three Cord True Wealth Management, LLC
N/A—1,078-1,078-100%$256.9K———
Kinetic Wealth Investment Advisors LLC
N/A—1,077-1,077-100%$256.7K———
Traction Financial Partners, LLC
N/A—1,072-1,072-100%$255.5K———
Miramar Capital, LLC
N/A—1,060-1,060-100%$252.6K———
Viaable, LLC
N/A—1,041-1,041-100%$251.6K———
Dravo BAY LLC
N/A—1,040-1,040-100%$247.9K———
MorganRosel Wealth Management, LLC
N/A—1,040-1,040-100%$247.9K———
Aurdan Capital Management, LLC
N/A—1,039-1,039-100%$247.6K———
Caden Capital Partners, LP
N/A—1,037-1,037-100%$247.2K———
Alpha Financial Advisors, LLC
N/A—1,032-1,032-100%$246.0K———
Ascension Capital Advisors, Inc.
N/A—1,030-1,030-100%$245.5K———
Cascade Wealth Advisors, Inc
N/A—1,030-1,030-100%$282.7K———
Cauble & Harre Wealth Management, Inc.
N/A—1,028-1,028-100%$245.0K———
Diamant Asset Management, Inc.
N/A—1,011-1,011-100%$241.0K———
Cutler Capital Management, LLC
N/A—1,005-1,005-100%$239.5K———
Adalta Capital Management LLC
N/A—1,005-1,005-100%$239.5K———
Menlo Advisors LLC
N/A—1,000-1,000-100%$238.0K———
Financial Alternatives, Inc
N/A—1,000-1,000-100%$238.3K———
Professional Financial Solutions LLC
N/A—984-984-100%$234.5K———
Limestone Investment Advisors LP
N/A—980-980-100%$233.6K———
Generations Wealth, LLC
N/A—971-971-100%$231.4K———
Pring Turner Capital Group Inc
N/A—964-964-100%$262.5K———
Morton Community Bank
N/A—958-958-100%$228.3K———
1492 Capital Management LLC
N/A—955-955-100%$227.6K———
Ridge Creek Global, Inc
N/A—950-950-100%$226.4K———
Gardner Russo & Quinn LLC
N/A—936-936-100%$223.1K———
Piedmont Capital Management, LLC
N/A—929-929-100%$226.6K———
Vistica Wealth Advisors, LLC
N/A—928-928-100%$221.2K———
IF Advisors, LLC
N/A—924-924-100%$220.2K———
Optimus Capital Advisors, LLC
N/A—921-921-100%$219.5K———
Legacy PCG, LLC
N/A—909-909-100%$252.8K———
Freedom Investment Management, Inc.
N/A—904-904-100%$215.5K———
Payne Capital LLC
N/A—890-890-100%$212.1K———
McGinn Penninger Investment Management, Inc.
N/A—867-867-100%$207.0K———
Ravenstone Capital Management Inc.
N/A—860-860-100%$205.0K———
HFM Investment Advisors, LLC
N/A—860-860-100%$205.0K———
Standard Family Office LLC
N/A—860-860-100%$205.0K———
Rwwm, Inc.
N/A—851-851-100%$202.8K———
Kickstand Ventures, Llc.
N/A—839-839-100%$200.0K———
Morrissey Wealth Management, LLC
N/A—820-820-100%$206.3K———
Cbiz Investment Advisory Services, LLC
N/A—799-799-100%$166.4K———
PMV Capital Advisers, LLC
N/A—740-740-100%$176.4K———
Luminist Capital LLC
N/A—708-708-100%$168.7K———
Persistent Asset Partners Ltd
N/A—665-665-100%$158.5K———
Battery Global Advisors, LLC
N/A—600-600-100%$143.0K———
Elkhorn Partners Limited Partnership
N/A—600-600-100%$143.0K———
Three Bearings Fiduciary Advisors, Inc.
N/A—591-591-100%$140.9K———
Broadwater Capital Management LLC
N/A—520-520-100%$123.9K———
Oakmont Advisory Group, LLC
N/A—515-515-100%$122.7K———
NI Acquisitions Company, LLC
N/A—507-507-100%$120.8K———
Hamrick Investment Counsel, llc
N/A—490-490-100%$116.8K———
ABS Investment Management LLC
N/A—477-477-100%$1.4M———
Bitterroot Capital Advisors LLC
N/A—380-380-100%$90.6K———
Uniplan Investment Counsel, Inc.
N/A—374-374-100%$89.4K———
Atlantic Private Wealth, LLC
N/A—370-370-100%$88.2K———
Regatta Research & Money Management
N/A—362-362-100%$86.3K———
Mittelman Wealth Management
N/A—346-346-100%$238.8K———
WHI Trust Co LLC
N/A—309-309-100%$73.6K———
Knott David M Jr
N/A—300-300-100%$71.5K———
USA Financial Formulas
N/A—237-237-100%$56.5K———
Mizuho Financial Group Inc
N/A—210-210-100%$50.1K———
Atomic Invest LLC
N/A—168-168-100%$40.2K———
Longfellow Investment Management Co LLC
N/A—137-137-100%$32.7K———
Bard Associates Inc
N/A—135-135-100%$32.2K———
Top Private Wealth Llc.
N/A—120-120-100%$28.6K———
ESL Trust Services, LLC
N/A—100-100-100%$23.8K———
Quarry LP
N/A—90-90-100%$21.5K———
Vanguard Advisers Inc
N/A—85-85-100%$20.3K———
Park Square Financial Group, LLC
N/A—43-43-100%$10.2K———
Ross\johnson & Associates LLC
N/A—18-18-100%$4.3K———
Conquis Financial LLC
N/A—11-11-100%$2.6K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$2.4K———
Capital Advisor Network LLC
N/A—9-9-100%$2.1K———
Akuna Securities LLC
N/A—7-7-100%$1.7K———
Showing 6291 of 6291 institutions