IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

American Electric Power (AEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,663,249 from 4,545,122
Change+118,127 (+3%)
Value$558.4M (-$55.4M)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares4,077,958 from 4,363,855
Change-285,897 (-7%)
Value$483.8M (-$113.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares3,593,126 from 3,621,775
Change-28,649 (-1%)
Value$426.3M (-$69.2M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares2,957,260 from 2,778,462
Change+178,798 (+6%)
Value$350.8M (-$29.3M)
Filed 2026-11-03
Dimensional Fund Advisors LP
INCREASED
Shares1,881,876 from 1,855,418
Change+26,458 (+1%)
Value$223.3M (-$30.6M)
Filed 2026-11-04
Antipodes Partners Ltd
DECREASED
Shares1,686,574 from 1,699,356
Change-12,782 (-1%)
Value$200.1M (-$32.4M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,479,747 from 1,372,661
Change+107,086 (+8%)
Value$175.6M (-$12.2M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,283,111 from 1,388,960
Change-105,849 (-8%)
Value$152.2M (-$37.8M)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares874,117 from 933,494
Change-59,377 (-6%)
Value$103.7M (-$24.0M)
Filed 2026-11-03
Assenagon Asset Management S.A.
INCREASED
Shares799,363 from 92,712
Change+706,651 (+762%)
Value$94.8M (+$82.2M)
Filed 2026-10-15
Ferguson Wellman Capital Management, Inc
DECREASED
Shares700,054 from 903,792
Change-203,738 (-23%)
Value$83.1M (-$40.6M)
Filed 2026-10-05
ProShare Advisors LLC
INCREASED
Shares612,026 from 596,317
Change+15,709 (+3%)
Value$72.6M (-$9.0M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares585,830 from 660,006
Change-74,176 (-11%)
Value$69.5M (-$20.8M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares554,906 from 453,339
Change+101,567 (+22%)
Value$65.8M (+$3.8M)
Filed 2026-11-02
Strs Ohio
DECREASED
Shares540,920 from 551,015
Change-10,095 (-2%)
Value$64.2M (-$11.2M)
Filed 2026-10-30
Vaughan David Investments LLC
INCREASED
Shares488,395 from 480,647
Change+7,748 (+2%)
Value$57.9M (-$7.8M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares466,441 from 421,913
Change+44,528 (+11%)
Value$55.3M (-$2.4M)
Filed 2026-11-04
MacKenzie Financial Corp
DECREASED
Shares460,239 from 648,949
Change-188,710 (-29%)
Value$54.6M (-$34.2M)
Filed 2026-11-02
Eastern Bank
INCREASED
Shares431,974 from 424,212
Change+7,762 (+2%)
Value$51.2M (-$6.8M)
Filed 2026-10-05
Fifth Third Bancorp
INCREASED
Shares411,349 from 407,988
Change+3,361 (+1%)
Value$48.8M (-$7.0M)
Filed 2026-11-05
ZWJ Investment Counsel Inc
INCREASED
Shares406,156 from 392,706
Change+13,450 (+3%)
Value$48.2M (-$5.5M)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares405,625 from 357,930
Change+47,695 (+13%)
Value$48.1M (-$845.1K)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares400,499 from 427,498
Change-26,999 (-6%)
Value$47.5M (-$11.0M)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares394,440 from 384,533
Change+9,907 (+3%)
Value$46.8M (-$5.8M)
Filed 2026-10-29
Nexus Investment Management ULC
DECREASED
Shares387,904 from 388,079
Change-175 (0%)
Value$46.0M (-$7.1M)
Filed 2026-10-27
Gateway Investment Advisers LLC
INCREASED
Shares379,020 from 374,864
Change+4,156 (+1%)
Value$45.0M (-$6.3M)
Filed 2026-10-13
CIBC Asset Management Inc
DECREASED
Shares376,692 from 397,756
Change-21,064 (-5%)
Value$44.7M (-$9.7M)
Filed 2026-11-05
Old Republic International Corp
DECREASED
Shares320,500 from 367,100
Change-46,600 (-13%)
Value$38.0M (-$12.2M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares319,858 from 282,817
Change+37,041 (+13%)
Value$36.8M (+$900.5K)
Filed 2026-10-13
Virginia Retirement Systems ET Al
UNCHANGED
Shares314,500 from 314,500
Change0 (0%)
Value$37.3M (-$5.7M)
Filed 2026-10-28
Tema Etfs LLC
INCREASED
Shares307,749 from 260,961
Change+46,788 (+18%)
Value$36.5M (+$809.3K)
Filed 2026-10-16
Regions Financial Corp
INCREASED
Shares294,818 from 291,290
Change+3,528 (+1%)
Value$35.0M (-$4.9M)
Filed 2026-11-05
Stack Financial Management, Inc
DECREASED
Shares280,982 from 281,488
Change-506 (0%)
Value$33.3M (-$5.2M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares268,081 from 264,249
Change+3,832 (+1%)
Value$31.8M (-$4.3M)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares250,488 from 248,363
Change+2,125 (+1%)
Value$29.7M (-$4.3M)
Filed 2026-10-30
GW Henssler & Associates LTD
DECREASED
Shares235,001 from 301,784
Change-66,783 (-22%)
Value$27.9M (-$13.4M)
Filed 2026-10-26
DekaBank Deutsche Girozentrale
INCREASED
Shares229,014 from 131,773
Change+97,241 (+74%)
Value$27.4M (+$27.4M)
Filed 2026-10-27
Cullen T Bankers, Inc.
DECREASED
Shares226,710 from 273,608
Change-46,898 (-17%)
Value$26.9M (-$10.5M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares214,861 from 234,610
Change-19,749 (-8%)
Value$25.5M (-$6.6M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares211,127 from 211,586
Change-459 (0%)
Value$25.3M (-$3.3M)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares209,268 from 208,156
Change+1,112 (+1%)
Value$24.8M (-$3.7M)
Filed 2026-11-05
Willis Investment Counsel
UNCHANGED
Shares203,038 from 203,038
Change0 (0%)
Value$24.1M (-$3.7M)
Filed 2026-10-20
Godsey & Gibb, Inc
INCREASED
Shares198,706 from 194,184
Change+4,522 (+2%)
Value$23.6M (-$3.0M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares188,509 from 187,617
Change+892 (+0%)
Value$22.4M (-$3.3M)
Filed 2026-11-02
Matrix Asset Advisors Inc
INCREASED
Shares179,543 from 154,488
Change+25,055 (+16%)
Value$21.3M (+$165.5K)
Filed 2026-10-13
IFM Investors Pty Ltd
INCREASED
Shares179,078 from 161,026
Change+18,052 (+11%)
Value$21.2M (-$784.2K)
Filed 2026-10-14
State of New Jersey Common Pension Fund D
UNCHANGED
Shares173,583 from 173,583
Change0 (0%)
Value$20.6M (-$3.2M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
INCREASED
Shares172,266 from 156,083
Change+16,183 (+10%)
Value$20.4M (-$916.1K)
Filed 2026-11-05
Waters Parkerson & Co., LLC
INCREASED
Shares163,076 from 128,150
Change+34,926 (+27%)
Value$19.3M (+$1.8M)
Filed 2026-11-04
Mn Services Vermogensbeheer B.V.
UNCHANGED
Shares158,325 from 158,325
Change0 (0%)
Value$18.8M (-$2.9M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares156,920 from 130,740
Change+26,180 (+20%)
Value$18.6M (+$730.4K)
Filed 2026-11-02
Czech National Bank
INCREASED
Shares156,418 from 154,873
Change+1,545 (+1%)
Value$18.6M (-$2.6M)
Filed 2026-10-13
Daiwa Securities Group Inc.
DECREASED
Shares155,621 from 212,161
Change-56,540 (-27%)
Value$18.5M (-$10.6M)
Filed 2026-10-29
Arizona State Retirement System
DECREASED
Shares150,613 from 150,828
Change-215 (0%)
Value$17.9M (-$2.8M)
Filed 2026-11-03
Randolph Co Inc
INCREASED
Shares146,915 from 146,602
Change+313 (+0%)
Value$17.4M (-$2.6M)
Filed 2026-10-23
Rakuten Investment Management, Inc.
NEW
Shares144,920
Change+144,920
Value$17.3M
Filed 2026-10-30
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares144,228 from 142,926
Change+1,302 (+1%)
Value$17.1M (-$2.4M)
Filed 2026-10-08
Gradient Investments LLC
INCREASED
Shares136,900 from 121,230
Change+15,670 (+13%)
Value$16.2M (-$343.7K)
Filed 2026-10-08
State of Michigan Retirement System
DECREASED
Shares136,758 from 139,358
Change-2,600 (-2%)
Value$16.2M (-$2.8M)
Filed 2026-10-27
Calamos Advisors LLC
INCREASED
Shares135,491 from 132,750
Change+2,741 (+2%)
Value$16.1M (-$2.1M)
Filed 2026-11-02
Heathbridge Capital Management Ltd.
DECREASED
Shares130,300 from 131,600
Change-1,300 (-1%)
Value$15.5M (-$2.5M)
Filed 2026-10-29
F&V Capital Management, LLC
DECREASED
Shares128,953 from 130,598
Change-1,645 (-1%)
Value$15.3M (-$2.6M)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
DECREASED
Shares121,543 from 123,349
Change-1,806 (-1%)
Value$14.4M (-$2.5M)
Filed 2026-11-03
Retirement Systems of Alabama
DECREASED
Shares114,165 from 114,304
Change-139 (0%)
Value$13.5M (-$2.1M)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
INCREASED
Shares111,501 from 108,870
Change+2,631 (+2%)
Value$13.9M (-$784.5K)
Filed 2026-10-21
GF Fund Management Co. Ltd.
DECREASED
Shares108,239 from 109,882
Change-1,643 (-1%)
Value$12.8M (-$2.2M)
Filed 2026-10-26
Bokf, NA
DECREASED
Shares107,083 from 128,246
Change-21,163 (-16%)
Value$12.7M (-$4.8M)
Filed 2026-10-27
Xponance LLC
INCREASED
Shares102,942 from 95,384
Change+7,558 (+8%)
Value$12.2M (-$836.4K)
Filed 2026-11-03
General American Investors Co Inc
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$11.9M (-$1.8M)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares99,383 from 85,075
Change+14,308 (+17%)
Value$11.8M (+$151.7K)
Filed 2026-11-03
Swiss Life Asset Management Ltd
DECREASED
Shares98,400 from 107,090
Change-8,690 (-8%)
Value$11.7M (-$3.0M)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares95,003 from 83,365
Change+11,638 (+14%)
Value$11.3M (-$134.0K)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares94,644 from 93,418
Change+1,226 (+1%)
Value$11.2M (-$1.6M)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares92,198 from 94,986
Change-2,788 (-3%)
Value$10.9M (-$2.1M)
Filed 2026-10-23
First American Bank
DECREASED
Shares90,113 from 93,824
Change-3,711 (-4%)
Value$10.7M (-$2.1M)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED
Shares85,813 from 86,134
Change-321 (0%)
Value$10.2M (-$1.6M)
Filed 2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares85,739 from 85,612
Change+127 (+0%)
Value$10.2M (-$1.5M)
Filed 2026-10-20
Stolper Co
INCREASED
Shares84,438 from 83,895
Change+543 (+1%)
Value$10.0M (-$1.5M)
Filed 2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED
Shares79,576 from 43,708
Change+35,868 (+82%)
Value$10.5M (+$4.7M)
Filed 2026-10-29
Salem Investment Counselors Inc
DECREASED
Shares79,363 from 82,294
Change-2,931 (-4%)
Value$9.4M (-$1.8M)
Filed 2026-10-13
New York Life Investment Management LLC
DECREASED
Shares75,695 from 75,783
Change-88 (0%)
Value$9.0M (-$1.4M)
Filed 2026-11-04
Goelzer Investment Management, Inc.
DECREASED
Shares74,597 from 75,863
Change-1,266 (-2%)
Value$8.9M (-$1.5M)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
INCREASED
Shares74,521 from 67,385
Change+7,136 (+11%)
Value$8.8M (-$377.8K)
Filed 2026-10-27
Soltis Investment Advisors LLC
DECREASED
Shares73,706 from 81,719
Change-8,013 (-10%)
Value$8.7M (-$2.4M)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares73,138 from 74,857
Change-1,719 (-2%)
Value$8.7M (-$1.6M)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares71,862 from 66,046
Change+5,816 (+9%)
Value$8.5M (-$510.0K)
Filed 2026-10-07
UniSuper Management Pty Ltd
INCREASED
Shares68,631 from 60,131
Change+8,500 (+14%)
Value$8.1M (-$84.1K)
Filed 2026-10-26
Yousif Capital Management, LLC
INCREASED
Shares67,848 from 67,083
Change+765 (+1%)
Value$8.0M (-$1.1M)
Filed 2026-10-22
Eastover Investment Advisors LLC
INCREASED
Shares66,900 from 66,182
Change+718 (+1%)
Value$7.9M (-$1.1M)
Filed 2026-10-05
Oregon Public Employees Retirement Fund
DECREASED
Shares66,881 from 66,906
Change-25 (0%)
Value$7.9M (-$1.2M)
Filed 2026-10-30
Farmers & Merchants Investments Inc
INCREASED
Shares66,742 from 65,496
Change+1,246 (+2%)
Value$7.9M (-$1.0M)
Filed 2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares66,430 from 68,920
Change-2,490 (-4%)
Value$7.9M (-$1.5M)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares65,267 from 56,053
Change+9,214 (+16%)
Value$7.7M (+$74.7K)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares64,685 from 65,204
Change-519 (-1%)
Value$7.7M (-$1.2M)
Filed 2026-11-04
Ellsworth Advisors, LLC
INCREASED
Shares64,128 from 61,042
Change+3,086 (+5%)
Value$7.6M (-$479.9K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares63,878 from 52,617
Change+11,261 (+21%)
Value$7.6M (+$379.8K)
Filed 2026-10-16
RWC Asset Management LLP
UNCHANGED
Shares63,520 from 63,520
Change0 (0%)
Value$7.5M (-$1.2M)
Filed 2026-10-22
iA Global Asset Management Inc.
DECREASED
Shares62,406 from 78,185
Change-15,779 (-20%)
Value$7.4M (-$3.3M)
Filed 2026-10-29
Meyer Handelman Co
DECREASED
Shares61,972 from 62,329
Change-357 (-1%)
Value$7.4M (-$1.2M)
Filed 2026-10-28
Carret Asset Management, LLC
DECREASED
Shares61,759 from 61,914
Change-155 (0%)
Value$7.3M (-$1.1M)
Filed 2026-11-04
Slocum, Gordon & Co LLP
DECREASED
Shares61,695 from 63,800
Change-2,105 (-3%)
Value$7.3M (-$1.4M)
Filed 2026-10-19
Louisiana State Employees Retirement System
DECREASED
Shares61,100 from 62,800
Change-1,700 (-3%)
Value$7.2M (-$1.3M)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares61,075 from 54,003
Change+7,072 (+13%)
Value$7.2M (-$142.2K)
Filed 2026-10-08
American Assets Investment Management, LLC
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$7.1M (-$1.1M)
Filed 2026-10-30
Cushing Asset Management, LP dba NXG Investment Management
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$7.1M (-$1.1M)
Filed 2026-10-26
TrueMark Investments, LLC
DECREASED
Shares59,362 from 74,758
Change-15,396 (-21%)
Value$7.0M (-$3.2M)
Filed 2026-11-05
KBC Group NV
INCREASED
Shares59,326 from 54,209
Change+5,117 (+9%)
Value$7.0M (-$378.0K)
Filed 2026-10-22
Telos Capital Management, Inc.
INCREASED
Shares59,038 from 58,400
Change+638 (+1%)
Value$7.0M (-$985.4K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
DECREASED
Shares58,871 from 58,993
Change-122 (0%)
Value$7.0M (-$1.1M)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares57,870 from 44,065
Change+13,805 (+31%)
Value$6.9M (+$837.1K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares57,653 from 59,170
Change-1,517 (-3%)
Value$6.8M (-$1.3M)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares57,577 from 54,306
Change+3,271 (+6%)
Value$6.8M (-$598.7K)
Filed 2026-11-04
Howard Capital Management, LLC
INCREASED
Shares56,389 from 54,390
Change+1,999 (+4%)
Value$6.7M (-$751.1K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares55,698 from 56,302
Change-604 (-1%)
Value$6.6M (-$1.1M)
Filed 2026-10-05
Mutual of America Capital Management LLC
DECREASED
Shares55,681 from 56,069
Change-388 (-1%)
Value$6.6M (-$1.1M)
Filed 2026-10-23
First National Trust Co
DECREASED
Shares55,392 from 56,857
Change-1,465 (-3%)
Value$6.6M (-$1.2M)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares55,309 from 52,079
Change+3,230 (+6%)
Value$6.6M (-$563.1K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares55,156 from 56,760
Change-1,604 (-3%)
Value$6.5M (-$1.2M)
Filed 2026-10-30
Carnegie Investment Counsel
INCREASED
Shares52,059 from 51,553
Change+506 (+1%)
Value$6.2M (-$876.7K)
Filed 2026-10-20
Hollow Brook Wealth Management LLC
DECREASED
Shares51,640 from 55,652
Change-4,012 (-7%)
Value$6.1M (-$1.5M)
Filed 2026-10-29
State of Alaska, Department of Revenue
DECREASED
Shares51,572 from 53,312
Change-1,740 (-3%)
Value$6.1M (-$1.2M)
Filed 2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares51,545 from 51,545
Change0 (0%)
Value$6.1M (-$937.0K)
Filed 2026-11-05
Profund Advisors LLC
DECREASED
Shares51,025 from 54,531
Change-3,506 (-6%)
Value$6.1M (-$1.4M)
Filed 2026-10-29
Nisa Investment Advisors, LLC
DECREASED
Shares50,818 from 54,328
Change-3,510 (-6%)
Value$6.0M (-$1.4M)
Filed 2026-10-20
Capital Investment Advisors, LLC
DECREASED
Shares49,955 from 51,813
Change-1,858 (-4%)
Value$5.9M (-$1.2M)
Filed 2026-10-22
Highland Capital Management, LLC
DECREASED
Shares49,818 from 50,393
Change-575 (-1%)
Value$5.9M (-$983.9K)
Filed 2026-10-26
SpringVest Wealth Management LLC
DECREASED
Shares49,254 from 49,687
Change-433 (-1%)
Value$5.8M (-$954.2K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares48,618 from 46,134
Change+2,484 (+5%)
Value$5.8M (-$543.5K)
Filed 2026-10-21
Strategic Planning Group, LLC
INCREASED
Shares48,062 from 45,985
Change+2,077 (+5%)
Value$5.7M (-$589.2K)
Filed 2026-10-22
Vise Technologies, Inc.
NEW
Shares47,060
Change+47,060
Value$5.6M
Filed 2026-10-29
Meiji Yasuda America Inc
INCREASED
Shares46,433 from 39,093
Change+7,340 (+19%)
Value$5.5M (+$160.5K)
Filed 2026-10-22
Romano Brothers and Company
DECREASED
Shares45,590 from 45,905
Change-315 (-1%)
Value$5.4M (-$871.5K)
Filed 2026-10-22
Pittenger & Anderson Inc
INCREASED
Shares45,450 from 45,280
Change+170 (+0%)
Value$5.4M (-$802.6K)
Filed 2026-11-02
Joseph Group Capital Management
INCREASED
Shares45,442 from 39,115
Change+6,327 (+16%)
Value$5.4M (+$40.0K)
Filed 2026-11-04
James Investment Research, Inc.
DECREASED
Shares45,422 from 46,422
Change-1,000 (-2%)
Value$5.4M (-$962.1K)
Filed 2026-10-22
Community Financial Services Group, LLC
DECREASED
Shares44,464 from 44,632
Change-168 (0%)
Value$5.3M (-$703.0K)
Filed 2026-10-15
TD Private Client Wealth LLC
DECREASED
Shares44,385 from 44,580
Change-195 (0%)
Value$5.3M (-$833.2K)
Filed 2026-10-28
Gulf International Bank (UK) Ltd
UNCHANGED
Shares44,234 from 44,234
Change0 (0%)
Value$5.2M (-$804.0K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares44,179 from 37,178
Change+7,001 (+19%)
Value$5.2M (+$155.1K)
Filed 2026-11-03
Sitrin Capital Management LLC
NEW
Shares44,171
Change+44,171
Value$5.2M
Filed 2026-10-19
D.A. Davidson & Co.
DECREASED
Shares43,367 from 51,879
Change-8,512 (-16%)
Value$5.1M (-$2.0M)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
DECREASED
Shares42,863 from 107,049
Change-64,186 (-60%)
Value$4.6M (-$8.7M)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares42,282 from 82,716
Change-40,434 (-49%)
Value$5.0M (-$6.3M)
Filed 2026-10-22
Wakefield Asset Management Lllp
INCREASED
Shares42,263 from 41,419
Change+844 (+2%)
Value$5.0M (-$652.5K)
Filed 2026-11-05
Ledyard National Bank
DECREASED
Shares41,725 from 42,285
Change-560 (-1%)
Value$5.0M (-$834.8K)
Filed 2026-10-21
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares41,665 from 46,665
Change-5,000 (-11%)
Value$4.9M (-$1.4M)
Filed 2026-10-30
Alps Advisors Inc
DECREASED
Shares41,649 from 43,241
Change-1,592 (-4%)
Value$4.9M (-$974.6K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares41,394 from 29,061
Change+12,333 (+42%)
Value$4.9M (+$935.1K)
Filed 2026-10-28
Valley Wealth Managers, Inc.
INCREASED
Shares41,120 from 40,328
Change+792 (+2%)
Value$4.9M (-$638.8K)
Filed 2026-10-09
Allen Capital Group, LLC
DECREASED
Shares40,411 from 41,195
Change-784 (-2%)
Value$4.8M (-$841.5K)
Filed 2026-10-27
RBA Wealth Management, LLC
INCREASED
Shares40,222 from 39,686
Change+536 (+1%)
Value$4.8M (-$657.5K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED
Shares39,754 from 41,317
Change-1,563 (-4%)
Value$4.7M (-$935.5K)
Filed 2026-11-05
Hendley & Co Inc
DECREASED
Shares39,347 from 39,522
Change-175 (0%)
Value$4.7M (-$739.0K)
Filed 2026-10-29
Knights of Columbus Asset Advisors LLC
INCREASED
Shares39,236 from 38,935
Change+301 (+1%)
Value$4.7M (-$671.7K)
Filed 2026-11-05
Capital City Trust Co
DECREASED
Shares39,211 from 39,253
Change-42 (0%)
Value$4.7M (-$718.2K)
Filed 2026-10-22
Legacy Financial Independent Advisors LLC
INCREASED
Shares38,837 from 38,757
Change+80 (+0%)
Value$4.6M (-$694.7K)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
DECREASED
Shares38,524 from 55,829
Change-17,305 (-31%)
Value$4.6M (-$3.1M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares38,215 from 39,242
Change-1,027 (-3%)
Value$4.5M (-$834.8K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares37,237 from 37,113
Change+124 (+0%)
Value$4.4M (-$659.0K)
Filed 2026-10-26
Miller Howard Investments Inc
INCREASED
Shares36,900 from 36,648
Change+252 (+1%)
Value$4.4M (-$636.0K)
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares35,944 from 35,308
Change+636 (+2%)
Value$4.3M (-$566.1K)
Filed 2026-10-27
AGF Management LTD
INCREASED
Shares35,886 from 34,035
Change+1,851 (+5%)
Value$4.3M (-$398.8K)
Filed 2026-11-03
Davidson Capital Management Inc.
INCREASED
Shares35,817 from 34,958
Change+859 (+2%)
Value$4.2M (-$533.3K)
Filed 2026-10-15
Jeppson Wealth Management, LLC
INCREASED
Shares35,277 from 34,666
Change+611 (+2%)
Value$4.2M (-$557.4K)
Filed 2026-10-20
First Pacific Financial
INCREASED
Shares35,276 from 34,730
Change+546 (+2%)
Value$4.2M (-$566.4K)
Filed 2026-10-14
Advisors Management Group Inc
INCREASED
Shares35,132 from 34,682
Change+450 (+1%)
Value$4.2M (-$576.0K)
Filed 2026-11-05
Eagle Global Advisors LLC
INCREASED
Shares34,837 from 34,828
Change+9 (+0%)
Value$4.1M (-$631.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares34,343 from 28,785
Change+5,558 (+19%)
Value$4.1M (+$135.6K)
Filed 2026-10-08
Maryland State Retirement & Pension System
INCREASED
Shares33,629 from 29,241
Change+4,388 (+15%)
Value$4.0M (-$10.7K)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares33,205 from 32,913
Change+292 (+1%)
Value$3.9M (-$563.4K)
Filed 2026-10-30
Apollon Wealth Management, LLC
INCREASED
Shares33,145 from 30,201
Change+2,944 (+10%)
Value$3.9M (-$199.5K)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares33,030 from 33,014
Change+16 (+0%)
Value$3.9M (-$597.9K)
Filed 2026-11-02
Alpha Omega Wealth Management LLC
INCREASED
Shares32,824 from 32,774
Change+50 (+0%)
Value$3.9M (-$589.7K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares32,717 from 32,204
Change+513 (+2%)
Value$3.9M (-$524.2K)
Filed 2026-10-08
Smith Salley Wealth Management
INCREASED
Shares32,359 from 31,251
Change+1,108 (+4%)
Value$3.8M (-$436.4K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares31,993 from 31,830
Change+163 (+1%)
Value$3.8M (-$559.0K)
Filed 2026-11-04
Rockline Wealth Management, LLC
DECREASED
Shares31,815 from 32,221
Change-406 (-1%)
Value$3.8M (-$633.7K)
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares31,200 from 31,951
Change-751 (-2%)
Value$3.7M (-$669.6K)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares31,089 from 30,067
Change+1,022 (+3%)
Value$3.7M (-$425.1K)
Filed 2026-11-05
Harrison Street Private Wealth LLC
INCREASED
Shares30,807 from 24,806
Change+6,001 (+24%)
Value$3.7M (+$261.2K)
Filed 2026-10-26
Plan Group Financial, LLC
INCREASED
Shares30,540 from 26,185
Change+4,355 (+17%)
Value$3.9M (+$302.9K)
Filed 2026-10-22
Enhancing Capital LLC
UNCHANGED
Shares30,300 from 30,300
Change0 (0%)
Value$3.6M (-$550.6K)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares30,055 from 35,262
Change-5,207 (-15%)
Value$3.6M (-$1.3M)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares29,755 from 29,119
Change+636 (+2%)
Value$3.5M (-$453.6K)
Filed 2026-10-22
Pathway Financial Advisers, LLC
DECREASED
Shares29,490 from 29,787
Change-297 (-1%)
Value$3.5M (-$576.5K)
Filed 2026-10-27
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares29,484 from 29,504
Change-20 (0%)
Value$3.5M (-$538.5K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares29,344 from 28,342
Change+1,002 (+4%)
Value$3.8M (-$56.8K)
Filed 2026-11-04
Hartford Investment Management Co
DECREASED
Shares29,061 from 30,046
Change-985 (-3%)
Value$3.4M (-$662.8K)
Filed 2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED
Shares28,386 from 27,059
Change+1,327 (+5%)
Value$3.4M (-$334.2K)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares28,104 from 84,211
Change-56,107 (-67%)
Value$3.3M (-$8.2M)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares27,922 from 26,893
Change+1,029 (+4%)
Value$3.3M (-$366.5K)
Filed 2026-11-05
Cypress Capital Group
DECREASED
Shares27,549 from 28,153
Change-604 (-2%)
Value$3.3M (-$583.2K)
Filed 2026-11-03
Citizens National Bank Trust Department
DECREASED
Shares27,023 from 27,024
Change-1 (0%)
Value$3.2M (-$491.1K)
Filed 2026-11-04
New Mexico Educational Retirement Board
UNCHANGED
Shares26,938 from 26,938
Change0 (0%)
Value$3.2M (-$489.0K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares26,839 from 26,630
Change+209 (+1%)
Value$3.2M (-$459.2K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares26,635 from 27,654
Change-1,019 (-4%)
Value$3.2M (-$623.4K)
Filed 2026-10-14
TKG Advisors, LLC
INCREASED
Shares26,456 from 10,921
Change+15,535 (+142%)
Value$3.1M (+$1.6M)
Filed 2026-11-02
Guardian Partners Inc.
DECREASED
Shares26,433 from 26,518
Change-85 (0%)
Value$3.1M (-$491.9K)
Filed 2026-10-21
SteelPeak Wealth, LLC
DECREASED
Shares25,762 from 30,784
Change-5,022 (-16%)
Value$3.1M (-$1.2M)
Filed 2026-10-16
G&S Capital LLC
INCREASED
Shares25,399 from 11,584
Change+13,815 (+119%)
Value$3.0M (+$1.4M)
Filed 2026-10-23
Elemental Capital Partners LLC
INCREASED
Shares24,603 from 24,413
Change+190 (+1%)
Value$2.9M (-$421.0K)
Filed 2026-10-14
Strategic Blueprint, LLC
DECREASED
Shares24,312 from 24,424
Change-112 (0%)
Value$2.9M (-$457.1K)
Filed 2026-10-22
Polaris Financial Partners
NEW
Shares23,992
Change+23,992
Value$2.9K
Filed 2026-10-02
Choreo, LLC
INCREASED
Shares23,418 from 21,286
Change+2,132 (+10%)
Value$2.8M (-$133.9K)
Filed 2026-10-28
Advanced Asset Management Advisors Inc
UNCHANGED
Shares23,225 from 23,225
Change0 (0%)
Value$2.8M (-$422.0K)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares22,665 from 21,469
Change+1,196 (+6%)
Value$2.7M (-$248.0K)
Filed 2026-10-22
Jamison Private Wealth Management, Inc.
INCREASED
Shares21,728 from 20,368
Change+1,360 (+7%)
Value$2.6M (-$208.8K)
Filed 2026-10-14
Investment Partners, Ltd.
INCREASED
Shares21,688 from 17,792
Change+3,896 (+22%)
Value$2.6M (+$139.0K)
Filed 2026-10-29
Granite Group Advisors, LLC
DECREASED
Shares21,619 from 22,047
Change-428 (-2%)
Value$2.6M (-$451.4K)
Filed 2026-10-14
First Horizon Corp
DECREASED
Shares21,480 from 21,669
Change-189 (-1%)
Value$2.5M (-$416.1K)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares20,989 from 14,191
Change+6,798 (+48%)
Value$2.5M (+$548.7K)
Filed 2026-10-27
Trust Co of Toledo NA
DECREASED
Shares20,966 from 20,967
Change-1 (0%)
Value$2.5M (-$381.1K)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
DECREASED
Shares20,775 from 22,324
Change-1,549 (-7%)
Value$2.5M (-$589.4K)
Filed 2026-10-21
First Bank & Trust
DECREASED
Shares20,704 from 21,062
Change-358 (-2%)
Value$2.5M (-$425.2K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
INCREASED
Shares20,591 from 20,470
Change+121 (+1%)
Value$2.4M (-$357.6K)
Filed 2026-10-29
LS Investment Advisors, LLC
INCREASED
Shares19,995 from 11,905
Change+8,090 (+68%)
Value$2.4M (+$743.5K)
Filed 2026-10-13
International Private Wealth Advisors LLC
INCREASED
Shares19,910 from 10,170
Change+9,740 (+96%)
Value$2.4M (+$970.8K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares19,860 from 18,080
Change+1,780 (+10%)
Value$2.4M (-$117.2K)
Filed 2026-10-23
Norden Group LLC
DECREASED
Shares19,501 from 20,013
Change-512 (-3%)
Value$2.3M (-$424.4K)
Filed 2026-10-20
Solitude Financial Services
INCREASED
Shares19,495 from 18,687
Change+808 (+4%)
Value$2.3M (-$243.7K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares19,475 from 19,455
Change+20 (+0%)
Value$2.3M (-$351.2K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares19,254 from 18,173
Change+1,081 (+6%)
Value$2.4M (-$77.3K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares19,254 from 18,426
Change+828 (+4%)
Value$2.3M (-$236.6K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares19,061 from 22,172
Change-3,111 (-14%)
Value$2.3M (-$772.0K)
Filed 2026-10-15
PKO Investment Management Joint-Stock Co
INCREASED
Shares19,000 from 17,000
Change+2,000 (+12%)
Value$2.3M (-$71.6K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares18,976 from 16,620
Change+2,356 (+14%)
Value$2.3M (-$22.6K)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares18,419 from 23,590
Change-5,171 (-22%)
Value$2.2M (-$1.0M)
Filed 2026-10-22
China Universal Asset Management Co., Ltd.
INCREASED
Shares18,345 from 16,383
Change+1,962 (+12%)
Value$2.2M (-$52.8K)
Filed 2026-10-28
Apollon Financial, LLC
INCREASED
Shares18,247 from 16,731
Change+1,516 (+9%)
Value$2.2M (-$124.2K)
Filed 2026-10-23
Spirit of America Management Corp
INCREASED
Shares18,200 from 17,950
Change+250 (+1%)
Value$2.2M (-$296.5K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares18,168 from 20,850
Change-2,682 (-13%)
Value$2.2M (-$697.0K)
Filed 2026-10-28
Altus Wealth Group LLC
DECREASED
Shares17,887 from 17,949
Change-62 (0%)
Value$2.1M (-$333.5K)
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares17,725 from 14,857
Change+2,868 (+19%)
Value$2.2M (+$215.1K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares17,624 from 16,282
Change+1,342 (+8%)
Value$2.1M (-$136.6K)
Filed 2026-10-21
LFG Wealth Partners, LLC
INCREASED
Shares17,388 from 8,107
Change+9,281 (+114%)
Value$2.1M (+$953.8K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares16,977 from 13,663
Change+3,314 (+24%)
Value$2.0M (+$145.0K)
Filed 2026-10-23
CX Institutional
DECREASED
Shares16,808 from 16,824
Change-16 (0%)
Value$2.0K (-$2.3M)
Filed 2026-10-02
North Dakota State Investment Board
INCREASED
Shares16,685 from 15,909
Change+776 (+5%)
Value$2.0M (-$197.0K)
Filed 2026-10-27
Kornitzer Capital Management Inc
DECREASED
Shares16,609 from 16,613
Change-4 (0%)
Value$2.0M (-$302.3K)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares16,383 from 15,964
Change+419 (+3%)
Value$1.9M (-$240.3K)
Filed 2026-11-05
Quadrant Capital Group LLC
INCREASED
Shares16,261 from 16,210
Change+51 (+0%)
Value$2.0M (-$174.5K)
Filed 2026-10-20
Measured Risk Portfolios, Inc.
INCREASED
Shares16,130 from 15,891
Change+239 (+2%)
Value$1.9M (-$260.4K)
Filed 2026-10-21
Vontobel Holding Ltd.
INCREASED
Shares16,089 from 16,051
Change+38 (+0%)
Value$1.9M (-$287.1K)
Filed 2026-10-16
Diversify Wealth Management, LLC
INCREASED
Shares16,015 from 10,712
Change+5,303 (+50%)
Value$2.0M (+$559.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares16,015 from 10,712
Change+5,303 (+50%)
Value$2.0M (+$559.5K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares15,821 from 14,385
Change+1,436 (+10%)
Value$1.9M (-$91.0K)
Filed 2026-11-03
NTV Asset Management LLC
DECREASED
Shares15,650 from 15,722
Change-72 (0%)
Value$1.9M (-$294.1K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares15,593 from 16,649
Change-1,056 (-6%)
Value$1.8M (-$427.8K)
Filed 2026-10-20
Machina Capital S.A.S.
INCREASED
Shares15,436 from 9,265
Change+6,171 (+67%)
Value$1.8M (+$563.8K)
Filed 2026-11-05
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares15,348 from 15,348
Change0 (0%)
Value$1.8M (-$278.9K)
Filed 2026-10-28
Equitable Trust Co
INCREASED
Shares15,328 from 15,169
Change+159 (+1%)
Value$1.8M (-$256.8K)
Filed 2026-10-13
Hixon Zuercher, LLC
INCREASED
Shares15,275 from 15,223
Change+52 (+0%)
Value$1.8M (-$270.5K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares15,194 from 15,897
Change-703 (-4%)
Value$1.8M (-$372.3K)
Filed 2026-10-22
Cherokee Insurance Co
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.8M (-$272.6K)
Filed 2026-11-05
Constitution Capital LLC
DECREASED
Shares14,995 from 21,545
Change-6,550 (-30%)
Value$1.8M (-$1.2M)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares14,957 from 15,726
Change-769 (-5%)
Value$1.8M (-$377.0K)
Filed 2026-10-20
GS Investments, Inc.
INCREASED
Shares14,715 from 14,695
Change+20 (+0%)
Value$1.7M (-$264.6K)
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares14,699 from 14,699
Change0 (0%)
Value$1.7M (-$267.1K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
INCREASED
Shares14,596 from 10,950
Change+3,646 (+33%)
Value$1.7M (+$233.6K)
Filed 2026-11-05
Meridian Investment Counsel Inc.
DECREASED
Shares14,575 from 16,590
Change-2,015 (-12%)
Value$1.7M (-$540.5K)
Filed 2026-10-14
Courier Capital LLC
DECREASED
Shares14,539 from 15,014
Change-475 (-3%)
Value$1.7M (-$329.2K)
Filed 2026-10-19
Searle & Co.
DECREASED
Shares14,410 from 15,410
Change-1,000 (-6%)
Value$1.7M (-$398.6K)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares14,253 from 11,520
Change+2,733 (+24%)
Value$1.7M (+$114.9K)
Filed 2026-10-23
First Business Financial Services, Inc.
INCREASED
Shares14,182 from 13,845
Change+337 (+2%)
Value$1.7M (-$211.6K)
Filed 2026-10-29
Mirador Capital Partners LP
INCREASED
Shares14,140 from 12,630
Change+1,510 (+12%)
Value$1.7M (-$50.3K)
Filed 2026-10-09
Columbia Asset Management
INCREASED
Shares13,946 from 13,521
Change+425 (+3%)
Value$1.7M (-$195.2K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares13,943 from 12,994
Change+949 (+7%)
Value$1.7M (-$123.5K)
Filed 2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares13,923 from 14,323
Change-400 (-3%)
Value$1.7M (-$307.7K)
Filed 2026-11-03
Probity Advisors, Inc.
INCREASED
Shares13,766 from 13,728
Change+38 (+0%)
Value$1.6M (-$244.9K)
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED
Shares13,572 from 14,246
Change-674 (-5%)
Value$1.6M (-$338.8K)
Filed 2026-10-23
Sterling Investment Counsel, LLC
INCREASED
Shares13,515 from 13,355
Change+160 (+1%)
Value$1.6M (-$223.7K)
Filed 2026-10-19
StoneX Group Inc.
DECREASED
Shares13,345 from 13,669
Change-324 (-2%)
Value$1.6M (-$285.8K)
Filed 2026-11-03
FCG Investment Co
INCREASED
Shares12,855 from 11,235
Change+1,620 (+14%)
Value$1.5M (-$11.9K)
Filed 2026-10-13
Convergence Investment Partners, LLC
INCREASED
Shares12,735 from 10,518
Change+2,217 (+21%)
Value$1.5M (+$72.0K)
Filed 2026-10-28
Greenleaf Trust
INCREASED
Shares12,625 from 11,485
Change+1,140 (+10%)
Value$1.5M (-$73.4K)
Filed 2026-10-29
Marino, Stram & Associates LLC
INCREASED
Shares12,583 from 12,577
Change+6 (+0%)
Value$1.5M (-$227.9K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares12,569 from 9,370
Change+3,199 (+34%)
Value$1.5M (+$268.5K)
Filed 2026-10-09
LVW Advisors, LLC
DECREASED
Shares12,458 from 12,538
Change-80 (-1%)
Value$1.5M (-$237.3K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED
Shares12,440 from 12,785
Change-345 (-3%)
Value$1.5M (-$273.2K)
Filed 2026-10-23
Rudd Co d/b/a Styre Wealth
NEW
Shares12,398
Change+12,398
Value$1.5M
Filed 2026-10-29
Laurion Capital Management LP
NEW
Shares12,339
Change+12,339
Value$1.5M
Filed 2026-10-30
Parsons Capital Management Inc
INCREASED
Shares12,325 from 12,104
Change+221 (+2%)
Value$1.5M (-$193.7K)
Filed 2026-10-28
NovaPoint Capital, LLC
DECREASED
Shares12,322 from 12,652
Change-330 (-3%)
Value$1.5M (-$269.0K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares12,064 from 4,423
Change+7,641 (+173%)
Value$1.4M (+$826.1K)
Filed 2026-10-30
Praxis Investment Management Inc
UNCHANGED
Shares11,980 from 11,980
Change0 (0%)
Value$1.4M (-$218.0K)
Filed 2026-11-03
AGP Franklin, LLC
INCREASED
Shares11,972 from 9,848
Change+2,124 (+22%)
Value$1.4M (+$73.0K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
INCREASED
Shares11,971 from 11,696
Change+275 (+2%)
Value$1.4M (-$179.9K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
DECREASED
Shares11,765 from 12,157
Change-392 (-3%)
Value$1.4M (-$267.4K)
Filed 2026-10-22
Golden State Wealth Management, LLC
DECREASED
Shares11,744 from 11,834
Change-90 (-1%)
Value$1.4M (-$225.6K)
Filed 2026-11-02
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares11,742 from 10,960
Change+782 (+7%)
Value$1.4M (-$106.4K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares11,511 from 11,231
Change+280 (+2%)
Value$1.4M (-$170.1K)
Filed 2026-10-14
Paradigm Asset Management Co LLC
DECREASED
Shares11,500 from 12,700
Change-1,200 (-9%)
Value$1.4M (-$373.1K)
Filed 2026-11-05
Marion Wealth Management
INCREASED
Shares11,416 from 11,053
Change+363 (+3%)
Value$1.4M (-$157.7K)
Filed 2026-10-22
Retirement Guys Formula LLC
DECREASED
Shares11,255 from 11,276
Change-21 (0%)
Value$1.3M (-$207.3K)
Filed 2026-10-26
Victory Financial Group, LLC
INCREASED
Shares11,214 from 8,819
Change+2,395 (+27%)
Value$1.3M (+$123.9K)
Filed 2026-10-27
Apella Capital, LLC
INCREASED
Shares11,183 from 8,445
Change+2,738 (+32%)
Value$1.4M (+$203.9K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares11,177 from 11,245
Change-68 (-1%)
Value$1.3M (-$212.2K)
Filed 2026-11-05
ARS Investment Partners, LLC
UNCHANGED
Shares11,157 from 11,157
Change0 (0%)
Value$1.3M (-$202.7K)
Filed 2026-11-05
SS&H Financial Advisors, Inc.
DECREASED
Shares11,123 from 11,423
Change-300 (-3%)
Value$1.3M (-$243.0K)
Filed 2026-10-28
Certified Advisory Corp
DECREASED
Shares11,003 from 11,250
Change-247 (-2%)
Value$1.3M (-$233.7K)
Filed 2026-10-29
First Citizens Bank & Trust Co
INCREASED
Shares10,986 from 5,818
Change+5,168 (+89%)
Value$1.3M (+$507.4K)
Filed 2026-10-14
Candriam S.C.A.
UNCHANGED
Shares10,922 from 10,922
Change0 (0%)
Value$1.3M (-$192.3K)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED
Shares10,757 from 10,923
Change-166 (-2%)
Value$1.3M (-$218.2K)
Filed 2026-11-02
Bfsg, LLC
DECREASED
Shares10,718 from 10,955
Change-237 (-2%)
Value$1.3M (-$227.1K)
Filed 2026-10-30
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares10,697 from 10,737
Change-40 (0%)
Value$1.3M (-$199.8K)
Filed 2026-10-21
Waycross Partners, LLC
INCREASED
Shares10,538 from 4,180
Change+6,358 (+152%)
Value$1.3M (+$678.4K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares10,537 from 10,013
Change+524 (+5%)
Value$1.3M (-$119.8K)
Filed 2026-11-03
Portside Wealth Group, LLC
INCREASED
Shares10,499 from 9,786
Change+713 (+7%)
Value$1.2M (-$93.2K)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares10,390 from 8,606
Change+1,784 (+21%)
Value$1.2M (+$55.3K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
INCREASED
Shares10,375 from 9,897
Change+478 (+5%)
Value$1.2M (-$123.1K)
Filed 2026-10-27
Lawood & Co
INCREASED
Shares10,374 from 10,316
Change+58 (+1%)
Value$1.2M (-$180.6K)
Filed 2026-10-09
Arwa LLC
INCREASED
Shares10,241 from 9,964
Change+277 (+3%)
Value$1.3M (-$39.8K)
Filed 2026-10-21
Albion Financial Group
UNCHANGED
Shares10,215 from 10,215
Change0 (0%)
Value$1.2M (-$185.6K)
Filed 2026-10-21
Midwest Professional Planners, Ltd.
INCREASED
Shares10,141 from 9,848
Change+293 (+3%)
Value$1.2M (-$144.1K)
Filed 2026-10-29
Beacon Financial Advisory LLC
INCREASED
Shares10,069 from 9,962
Change+107 (+1%)
Value$1.2M (-$168.3K)
Filed 2026-10-16
Evergreen Capital Management LLC
INCREASED
Shares10,033 from 9,886
Change+147 (+1%)
Value$1.2M (-$162.2K)
Filed 2026-10-23
Verdence Capital Advisors LLC
INCREASED
Shares9,951 from 9,222
Change+729 (+8%)
Value$1.2M (-$81.0K)
Filed 2026-10-26
JGP Wealth Management, LLC
DECREASED
Shares9,905 from 10,045
Change-140 (-1%)
Value$1.2M (-$199.2K)
Filed 2026-10-13
RIA Advisory Group LLC
DECREASED
Shares9,767 from 13,412
Change-3,645 (-27%)
Value$1.2M (-$676.2K)
Filed 2026-10-15
First County Bank
DECREASED
Shares9,709 from 10,284
Change-575 (-6%)
Value$1.2M (-$255.1K)
Filed 2026-10-13
Simplex Trading, LLC
NEW
Shares9,663
Change+9,663
Value$1.1M
Filed 2026-11-04
Imc-Chicago, LLC
NEW
Shares9,621
Change+9,621
Value$1.1M
Filed 2026-11-05
PDS Planning, Inc
INCREASED
Shares9,601 from 8,431
Change+1,170 (+14%)
Value$1.1M (-$14.4K)
Filed 2026-11-03
Mlp3, LLC
DECREASED
Shares9,425 from 9,571
Change-146 (-2%)
Value$1.1M (-$191.2K)
Filed 2026-10-22
Park National Corp
DECREASED
Shares9,373 from 9,515
Change-142 (-1%)
Value$1.1M (-$189.7K)
Filed 2026-10-05
Moody National Bank Trust Division
INCREASED
Shares9,316 from 8,763
Change+553 (+6%)
Value$1.1M (-$93.6K)
Filed 2026-10-06
Parcion Private Wealth LLC
INCREASED
Shares9,227 from 8,378
Change+849 (+10%)
Value$1.1M (-$51.5K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares8,949 from 8,949
Change0 (0%)
Value$1.1M (-$162.6K)
Filed 2026-11-02
Miller Financial Services LLC
INCREASED
Shares8,944 from 8,467
Change+477 (+6%)
Value$1.1M (-$97.2K)
Filed 2026-10-20
Aviance Capital Partners, LLC
UNCHANGED
Shares8,760 from 8,760
Change0 (0%)
Value$1.0M (-$159.2K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares8,730 from 14,599
Change-5,869 (-40%)
Value$1.0M (-$961.6K)
Filed 2026-10-15
Arrow Financial Corp
INCREASED
Shares8,721 from 8,653
Change+68 (+1%)
Value$1.0M (-$149.2K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
DECREASED
Shares8,703 from 8,726
Change-23 (0%)
Value$1.0M (-$161.3K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
DECREASED
Shares8,665 from 9,195
Change-530 (-6%)
Value$1.0M (-$229.9K)
Filed 2026-10-16
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares8,583 from 8,564
Change+19 (+0%)
Value$1.0M (-$153.4K)
Filed 2026-10-08
Monument Capital Management
DECREASED
Shares8,503 from 9,996
Change-1,493 (-15%)
Value$1.0M (-$358.8K)
Filed 2026-10-09
WD Rutherford LLC
INCREASED
Shares8,447 from 8,401
Change+46 (+1%)
Value$1.0M (-$147.2K)
Filed 2026-10-26
Nippon Life Global Investors Americas, Inc.
NEW
Shares8,410
Change+8,410
Value$997.8K
Filed 2026-10-29
JFS Wealth Advisors, LLC
DECREASED
Shares8,388 from 8,392
Change-4 (0%)
Value$995.1K (-$153.0K)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED
Shares8,324 from 8,394
Change-70 (-1%)
Value$987.6K (-$160.8K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
DECREASED
Shares8,297 from 8,312
Change-15 (0%)
Value$1.0M (-$141.8K)
Filed 2026-10-19
Thoma Capital Management LLC
DECREASED
Shares8,291 from 8,368
Change-77 (-1%)
Value$983.7K (-$161.1K)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares8,284
Change+8,284
Value$982.8K
Filed 2026-10-21
Sierra Summit Advisors LLC
INCREASED
Shares8,260 from 8,059
Change+201 (+2%)
Value$980.0K (-$122.6K)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares8,194 from 9,576
Change-1,382 (-14%)
Value$972.2K (-$337.9K)
Filed 2026-11-05
Summit Global Investments
INCREASED
Shares8,166 from 8,113
Change+53 (+1%)
Value$969.0K (-$141.0K)
Filed 2026-10-28
Live Oak Investment Partners
DECREASED
Shares8,119 from 8,125
Change-6 (0%)
Value$963.2K (-$148.3K)
Filed 2026-10-23
Busey Bank
DECREASED
Shares8,022 from 8,817
Change-795 (-9%)
Value$951.7K (-$254.5K)
Filed 2026-10-26
Stableford Capital II LLC
INCREASED
Shares7,974 from 6,705
Change+1,269 (+19%)
Value$946.0K (+$28.7K)
Filed 2026-10-09
Wolff Financial Management LLC
UNCHANGED
Shares7,944 from 7,944
Change0 (0%)
Value$942.5K (-$144.3K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
INCREASED
Shares7,911 from 7,890
Change+21 (+0%)
Value$938.6K (-$140.9K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
INCREASED
Shares7,886 from 5,481
Change+2,405 (+44%)
Value$1.0M (+$283.3K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares7,881 from 7,588
Change+293 (+4%)
Value$935.0K (-$103.1K)
Filed 2026-10-28
King Luther Capital Management Corp
INCREASED
Shares7,800 from 6,960
Change+840 (+12%)
Value$925.4K (-$26.8K)
Filed 2026-11-05
Waldron Private Wealth LLC
DECREASED
Shares7,778 from 8,350
Change-572 (-7%)
Value$922.8K (-$219.6K)
Filed 2026-11-02
Jackson Square Capital, LLC
UNCHANGED
Shares7,735 from 7,735
Change0 (0%)
Value$917.7K (-$140.5K)
Filed 2026-10-19
Impact Capital Partners LLC
DECREASED
Shares7,698 from 8,409
Change-711 (-8%)
Value$913.3K (-$237.1K)
Filed 2026-10-22
Bria Capital Group, LLC
INCREASED
Shares7,687 from 6,711
Change+976 (+15%)
Value$912.0K (-$6.1K)
Filed 2026-10-22
Centennial Wealth Advisory LLC
INCREASED
Shares7,624 from 7,151
Change+473 (+7%)
Value$904.4K (-$73.8K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares7,549 from 7,002
Change+547 (+8%)
Value$895.6K (-$62.3K)
Filed 2026-10-23
Commonwealth Financial Services, LLC
DECREASED
Shares7,535 from 20,492
Change-12,957 (-63%)
Value$893.9K (-$1.9M)
Filed 2026-10-20
Avity Investment Management Inc.
INCREASED
Shares7,529 from 6,724
Change+805 (+12%)
Value$893.2K (-$26.7K)
Filed 2026-10-09
AlphaCore Capital LLC
INCREASED
Shares7,494 from 4,537
Change+2,957 (+65%)
Value$889.0K (+$268.4K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares7,300 from 5,946
Change+1,354 (+23%)
Value$866.1K (+$52.6K)
Filed 2026-10-16
Ritholtz Wealth Management
INCREASED
Shares7,290 from 7,264
Change+26 (+0%)
Value$864.9K (-$128.9K)
Filed 2026-11-05
Fire Capital Management LLC
INCREASED
Shares7,258 from 6,682
Change+576 (+9%)
Value$861.1K (-$53.1K)
Filed 2026-10-27
A. D. Beadell Investment Counsel, Inc.
INCREASED
Shares7,210 from 6,485
Change+725 (+11%)
Value$855.0K (-$32.0K)
Filed 2026-10-14
Themes Management Co LLC
DECREASED
Shares7,166 from 8,356
Change-1,190 (-14%)
Value$850.2K (-$293.0K)
Filed 2026-10-29
Valeo Financial Advisors, LLC
INCREASED
Shares7,152 from 6,346
Change+806 (+13%)
Value$848.5K (-$19.7K)
Filed 2026-10-08
OmniStar Financial Group, Inc.
DECREASED
Shares7,141 from 15,063
Change-7,922 (-53%)
Value$847.2K (-$1.2M)
Filed 2026-10-26
Bank of Stockton
DECREASED
Shares7,138 from 7,358
Change-220 (-3%)
Value$846.9K (-$159.8K)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares7,122 from 7,446
Change-324 (-4%)
Value$844.9K (-$173.7K)
Filed 2026-11-04
1834 Investment Advisors Co
DECREASED
Shares7,062 from 7,272
Change-210 (-3%)
Value$837.8K (-$157.0K)
Filed 2026-10-16
Chicago Capital, LLC
UNCHANGED
Shares7,055 from 7,055
Change0 (0%)
Value$837.0K (-$128.2K)
Filed 2026-10-13
Marathon Strategic Advisors, LLC
UNCHANGED
Shares7,027 from 7,027
Change0 (0%)
Value$833.7K (-$127.7K)
Filed 2026-10-20
Calamos Wealth Management LLC
INCREASED
Shares6,966 from 6,747
Change+219 (+3%)
Value$826.4K (-$96.6K)
Filed 2026-11-02
Peddock Capital Advisors, LLC
UNCHANGED
Shares6,962 from 6,962
Change0 (0%)
Value$826.0K (-$126.5K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares6,917 from 5,916
Change+1,001 (+17%)
Value$820.6K (+$11.2K)
Filed 2026-11-04
San Luis Wealth Advisors LLC
DECREASED
Shares6,915 from 7,143
Change-228 (-3%)
Value$820.3K (-$156.8K)
Filed 2026-10-27
Advisor OS, LLC
DECREASED
Shares6,900 from 9,428
Change-2,528 (-27%)
Value$818.6K (-$471.2K)
Filed 2026-11-03
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares6,898 from 6,870
Change+28 (+0%)
Value$818.4K (-$121.5K)
Filed 2026-10-09
Seelaus Asset Management LLC
DECREASED
Shares6,825 from 6,925
Change-100 (-1%)
Value$809.7K (-$137.7K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares6,786 from 6,115
Change+671 (+11%)
Value$805.1K (-$31.5K)
Filed 2026-10-13
Secure Asset Management, LLC
INCREASED
Shares6,761 from 6,597
Change+164 (+2%)
Value$802.2K (-$100.4K)
Filed 2026-10-19
Kuhn & Co Investment Counsel
INCREASED
Shares6,742 from 6,673
Change+69 (+1%)
Value$799.9K (-$113.1K)
Filed 2026-10-29
Ti-Trust, Inc
UNCHANGED
Shares6,713 from 6,713
Change0 (0%)
Value$796.4K (-$122.0K)
Filed 2026-10-21
Powell Investment Advisors, LLC
UNCHANGED
Shares6,709 from 6,709
Change0 (0%)
Value$796.0K (-$121.9K)
Filed 2026-10-22
Alpha Family Trust
UNCHANGED
Shares6,650 from 6,650
Change0 (0%)
Value$909.8K ($0)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares6,605 from 4,056
Change+2,549 (+63%)
Value$820.5K (+$265.7K)
Filed 2026-10-13
Argyle Capital Management, LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$783.0K (-$119.9K)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares6,588 from 1,634
Change+4,954 (+303%)
Value$782.0K (+$558.0K)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares6,543 from 6,378
Change+165 (+3%)
Value$776.2K (-$96.4K)
Filed 2026-10-08
Eagle Strategies LLC
INCREASED
Shares6,503 from 5,567
Change+936 (+17%)
Value$771.5K (+$9.9K)
Filed 2026-10-16
Nixon Peabody Trust Co
DECREASED
Shares6,465 from 6,472
Change-7 (0%)
Value$767.0K (-$118.4K)
Filed 2026-10-23
Davis Investment Partners, LLC
INCREASED
Shares6,403 from 4,280
Change+2,123 (+50%)
Value$759.6K (+$174.2K)
Filed 2026-11-05
Ignite Planners, LLC
INCREASED
Shares6,385 from 5,830
Change+555 (+10%)
Value$767.7K (-$30.6K)
Filed 2026-10-14
Avanza Fonder AB
INCREASED
Shares6,378 from 1,040
Change+5,338 (+513%)
Value$756.7K (+$614.4K)
Filed 2026-10-13
Family Legacy, Inc.
INCREASED
Shares6,370 from 6,280
Change+90 (+1%)
Value$755.7K (-$103.4K)
Filed 2026-10-13
Strategic Advisors LLC
UNCHANGED
Shares6,347 from 6,347
Change0 (0%)
Value$753.0K (-$115.3K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares6,320
Change+6,320
Value$749.8K
Filed 2026-10-26
Nilsine Partners, LLC
DECREASED
Shares6,308 from 6,910
Change-602 (-9%)
Value$748.4K (-$197.0K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares6,307 from 6,599
Change-292 (-4%)
Value$748.3K (-$154.6K)
Filed 2026-10-26
KCM Investment Advisors LLC
DECREASED
Shares6,296 from 6,308
Change-12 (0%)
Value$747.0K (-$116.0K)
Filed 2026-10-27
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares6,263 from 6,183
Change+80 (+1%)
Value$743.1K (-$102.8K)
Filed 2026-10-13
Gibson Wealth Advisors LLC
UNCHANGED
Shares6,248 from 6,248
Change0 (0%)
Value$741.3K (-$113.5K)
Filed 2026-10-20
Neville Rodie & Shaw Inc
UNCHANGED
Shares6,240 from 6,240
Change0 (0%)
Value$740 (-$853.3K)
Filed 2026-10-05
Bank & Trust Co
DECREASED
Shares6,219 from 6,371
Change-152 (-2%)
Value$737.8K (-$133.8K)
Filed 2026-10-07
Lanark Financial, Inc.
INCREASED
Shares6,199 from 6,073
Change+126 (+2%)
Value$735.5K (-$95.5K)
Filed 2026-10-26
Aaron Wealth Advisors LLC
DECREASED
Shares6,177 from 6,729
Change-552 (-8%)
Value$732.8K (-$187.8K)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares6,143 from 7,548
Change-1,405 (-19%)
Value$728.8K (-$303.9K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
DECREASED
Shares6,081 from 8,533
Change-2,452 (-29%)
Value$721.5K (-$446.0K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares5,986 from 4,548
Change+1,438 (+32%)
Value$710.2K (+$87.4K)
Filed 2026-10-15
Harold Davidson & Associates Inc.
DECREASED
Shares5,974 from 6,364
Change-390 (-6%)
Value$708.8K (-$161.8K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares5,964 from 5,867
Change+97 (+2%)
Value$707.6K (-$95.1K)
Filed 2026-10-13
Trueblood Wealth Management, LLC
DECREASED
Shares5,893 from 6,228
Change-335 (-5%)
Value$699.2K (-$152.8K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares5,848 from 5,410
Change+438 (+8%)
Value$693.8K (-$46.3K)
Filed 2026-10-14
Cidel Asset Management Inc
INCREASED
Shares5,847 from 5,650
Change+197 (+3%)
Value$693.8K (-$79.1K)
Filed 2026-10-29
CWA Asset Management Group, LLC
INCREASED
Shares5,827 from 5,675
Change+152 (+3%)
Value$691.3K (-$85.2K)
Filed 2026-10-19
Payden & Rygel
UNCHANGED
Shares5,820 from 5,820
Change0 (0%)
Value$690.0K (-$106.0K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
INCREASED
Shares5,815 from 5,812
Change+3 (+0%)
Value$689.9K (-$105.3K)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares5,808 from 3,838
Change+1,970 (+51%)
Value$689.1K (+$164.0K)
Filed 2026-10-22
Avantra Family Wealth, Inc.
INCREASED
Shares5,791 from 2,996
Change+2,795 (+93%)
Value$687.0K (+$277.2K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED
Shares5,766 from 5,722
Change+44 (+1%)
Value$684.0K (-$98.7K)
Filed 2026-10-16
LexAurum Advisors, LLC
DECREASED
Shares5,760 from 5,874
Change-114 (-2%)
Value$683.4K (-$120.3K)
Filed 2026-10-19
Athena Wealth Management, LLC
INCREASED
Shares5,750 from 5,666
Change+84 (+1%)
Value$682.2K (-$92.9K)
Filed 2026-10-09
Yankcom Partnership
INCREASED
Shares5,739 from 5,641
Change+98 (+2%)
Value$680.9K (-$90.9K)
Filed 2026-10-15
Liberty Capital Management, Inc.
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$676.2K (-$103.6K)
Filed 2026-11-02
Aull & Monroe Investment Management Corp
UNCHANGED
Shares5,684 from 5,684
Change0 (0%)
Value$674.4K (-$103.3K)
Filed 2026-10-16
Prudent Man Advisors, LLC
DECREASED
Shares5,677 from 5,843
Change-166 (-3%)
Value$673.5K (-$125.9K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
INCREASED
Shares5,667 from 5,567
Change+100 (+2%)
Value$672.3K (-$89.3K)
Filed 2026-10-22
Harbor Capital Advisors, Inc.
NEW
Shares5,637
Change+5,637
Value$669.0K
Filed 2026-10-22
BIP Wealth, LLC
DECREASED
Shares5,630 from 5,683
Change-53 (-1%)
Value$668.0K (-$109.6K)
Filed 2026-10-22
Woodward Diversified Capital, LLC
INCREASED
Shares5,605 from 5,541
Change+64 (+1%)
Value$665.0K (-$93.1K)
Filed 2026-10-21
Platform Technology Partners
DECREASED
Shares5,599 from 6,277
Change-678 (-11%)
Value$664.2K (-$194.5K)
Filed 2026-11-02
Fortress Financial Solutions, LLC
NEW
Shares5,590
Change+5,590
Value$663.3K
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares5,580 from 3,646
Change+1,934 (+53%)
Value$662.0K (+$184.1K)
Filed 2026-10-13
Florida Trust Wealth Management Co
INCREASED
Shares5,578 from 5,423
Change+155 (+3%)
Value$661.8K (-$80.1K)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
DECREASED
Shares5,572 from 5,640
Change-68 (-1%)
Value$661.1K (-$110.5K)
Filed 2026-10-16
Avestar Capital, LLC
DECREASED
Shares5,567 from 6,494
Change-927 (-14%)
Value$660.5K (-$227.9K)
Filed 2026-10-28
4J Wealth Management LLC
UNCHANGED
Shares5,544 from 5,544
Change0 (0%)
Value$657.7K (-$100.7K)
Filed 2026-11-02
Teza Capital Management LLC
INCREASED
Shares5,536 from 1,492
Change+4,044 (+271%)
Value$656.8K (+$452.7K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares5,529 from 4,361
Change+1,168 (+27%)
Value$656.0K (+$59.3K)
Filed 2026-11-04
Cascade Investment Group, Inc.
UNCHANGED
Shares5,525 from 5,525
Change0 (0%)
Value$655.5K (-$100.3K)
Filed 2026-10-13
Atwood & Palmer Inc
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$652.5K (-$99.9K)
Filed 2026-10-08
Cohen Klingenstein LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$652.5K (-$99.9K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares5,498 from 5,531
Change-33 (-1%)
Value$652.3K (-$104.4K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares5,497 from 3,828
Change+1,669 (+44%)
Value$652.1K (+$128.4K)
Filed 2026-10-26
City State Bank
DECREASED
Shares5,455 from 5,655
Change-200 (-4%)
Value$647.2K (-$126.5K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares5,450 from 5,005
Change+445 (+9%)
Value$646.6K (-$38.1K)
Filed 2026-10-21
NBH Bank
DECREASED
Shares5,443 from 5,595
Change-152 (-3%)
Value$645.8K (-$119.7K)
Filed 2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED
Shares5,442 from 5,496
Change-54 (-1%)
Value$651.6K (-$100.4K)
Filed 2026-10-09
Welch & Forbes LLC
UNCHANGED
Shares5,420 from 5,420
Change0 (0%)
Value$643.0K (-$98.5K)
Filed 2026-11-04
Sky Investment Group LLC
INCREASED
Shares5,410 from 3,890
Change+1,520 (+39%)
Value$641.8K (+$109.7K)
Filed 2026-10-30
Mendel Money Management
DECREASED
Shares5,397 from 5,607
Change-210 (-4%)
Value$640.3K (-$126.8K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares5,390 from 5,115
Change+275 (+5%)
Value$639.5K (-$60.3K)
Filed 2026-10-15
Taylor Financial Group, Inc.
UNCHANGED
Shares5,314 from 5,314
Change0 (0%)
Value$630.5K (-$96.6K)
Filed 2026-11-02
Arista Wealth Management, LLC
INCREASED
Shares5,313 from 5,272
Change+41 (+1%)
Value$630.3K (-$90.9K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,224 from 4,829
Change+395 (+8%)
Value$619.8K (-$40.9K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares5,199
Change+5,199
Value$616.8K
Filed 2026-11-04
Spectrum Strategic Capital Management, LLC
INCREASED
Shares5,191 from 4,851
Change+340 (+7%)
Value$615.9K (-$47.8K)
Filed 2026-10-22
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares5,152 from 4,535
Change+617 (+14%)
Value$611.4K (-$9.0K)
Filed 2026-10-09
Kanawha Capital Management LLC
INCREASED
Shares5,150 from 2,831
Change+2,319 (+82%)
Value$611.0K (+$223.7K)
Filed 2026-10-19
71 West Capital Partners
DECREASED
Shares5,143 from 5,637
Change-494 (-9%)
Value$610.2K (-$161.0K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares5,115 from 5,869
Change-754 (-13%)
Value$606.9K (-$196.1K)
Filed 2026-10-21
Cigna Investments Inc
DECREASED
Shares5,112 from 5,168
Change-56 (-1%)
Value$607.0K (-$100.0K)
Filed 2026-10-19
Philadelphia Trust Co
DECREASED
Shares5,098 from 6,793
Change-1,695 (-25%)
Value$605.0K (-$324.0K)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares5,076 from 5,153
Change-77 (-1%)
Value$602.2K (-$102.8K)
Filed 2026-10-28
BKM Wealth Management, LLC
DECREASED
Shares5,037 from 5,229
Change-192 (-4%)
Value$597.6K (-$117.8K)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares5,036 from 5,057
Change-21 (0%)
Value$597.5K (-$94.4K)
Filed 2026-10-13
Curated Wealth Partners LLC
NEW
Shares4,996
Change+4,996
Value$592.7K
Filed 2026-10-15
Everhart Financial Group, Inc.
DECREASED
Shares4,986 from 5,484
Change-498 (-9%)
Value$591.5K (-$158.7K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares4,964
Change+4,964
Value$589.0K
Filed 2026-11-03
Cohen Investment Advisors LLC
INCREASED
Shares4,943 from 4,788
Change+155 (+3%)
Value$586.4K (-$68.6K)
Filed 2026-10-20
High Point Wealth Management, LLC
INCREASED
Shares4,941 from 4,929
Change+12 (+0%)
Value$586.2K (-$88.1K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
DECREASED
Shares4,882 from 5,041
Change-159 (-3%)
Value$579.2K (-$110.5K)
Filed 2026-11-04
Franklin Street Advisors Inc
DECREASED
Shares4,873 from 4,888
Change-15 (0%)
Value$578.1K (-$90.6K)
Filed 2026-10-13
Southland Equity Partners LLC
UNCHANGED
Shares4,869 from 4,869
Change0 (0%)
Value$577.6K (-$88.5K)
Filed 2026-10-14
Jackson Creek Investment Advisors LLC
NEW
Shares4,868
Change+4,868
Value$578.0K
Filed 2026-11-04
SFE Investment Counsel
NEW
Shares4,855
Change+4,855
Value$576.0K
Filed 2026-10-29
High Net Worth Advisory Group LLC
UNCHANGED
Shares4,853 from 4,853
Change0 (0%)
Value$575.8K (-$88.2K)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares4,838 from 4,832
Change+6 (+0%)
Value$574.0K (-$87.1K)
Filed 2026-10-19
Jacobi Capital Management LLC
DECREASED
Shares4,835 from 4,858
Change-23 (0%)
Value$573.6K (-$91.0K)
Filed 2026-11-05
Northcape Wealth Management, LLC
INCREASED
Shares4,810 from 4,738
Change+72 (+2%)
Value$570.7K (-$77.5K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares4,799 from 4,899
Change-100 (-2%)
Value$569.4K (-$100.9K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,790 from 3,777
Change+1,013 (+27%)
Value$568.2K (+$47.2K)
Filed 2026-10-13
Radnor Capital Management, LLC
UNCHANGED
Shares4,789 from 4,789
Change0 (0%)
Value$568.2K (-$87.0K)
Filed 2026-10-23
Arlington Trust Co LLC
INCREASED
Shares4,757 from 150
Change+4,607 (+3071%)
Value$564.4K (+$543.8K)
Filed 2026-10-20
Kathmere Capital Management, LLC
INCREASED
Shares4,747 from 4,489
Change+258 (+6%)
Value$563.2K (-$51.0K)
Filed 2026-10-20
Eddie Patel Inc
INCREASED
Shares4,740 from 3,167
Change+1,573 (+50%)
Value$562.3K (+$129.1K)
Filed 2026-11-02
Rockport Wealth LLC
UNCHANGED
Shares4,699 from 4,699
Change0 (0%)
Value$557.5K (-$85.4K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares4,685 from 3,656
Change+1,029 (+28%)
Value$555.9K (+$55.7K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
INCREASED
Shares4,677 from 4,139
Change+538 (+13%)
Value$554.9K (-$11.4K)
Filed 2026-11-02
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares4,669 from 4,669
Change0 (0%)
Value$553.9K (-$84.8K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,617 from 4,541
Change+76 (+2%)
Value$547.8K (-$73.4K)
Filed 2026-10-27
Northside Capital Management, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$545.7K (-$83.6K)
Filed 2026-10-13
Community Trust & Investment Co
DECREASED
Shares4,555 from 4,730
Change-175 (-4%)
Value$540.4K (-$106.7K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares4,517 from 4,725
Change-208 (-4%)
Value$535.9K (-$110.5K)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares4,516 from 5,751
Change-1,235 (-21%)
Value$535.8K (-$250.9K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares4,505 from 4,137
Change+368 (+9%)
Value$534.5K (-$31.5K)
Filed 2026-10-27
Barry Investment Advisors, LLC
DECREASED
Shares4,503 from 4,829
Change-326 (-7%)
Value$534.2K (-$126.5K)
Filed 2026-10-14
HF Advisory Group, LLC
INCREASED
Shares4,476 from 4,371
Change+105 (+2%)
Value$531.1K (-$67.0K)
Filed 2026-10-09
Finward Bancorp
INCREASED
Shares4,474 from 4,322
Change+152 (+4%)
Value$530.8K (-$60.5K)
Filed 2026-10-14
Redmond Asset Management, LLC
INCREASED
Shares4,466 from 3,988
Change+478 (+12%)
Value$529.8K (-$15.8K)
Filed 2026-10-27
Rossmore Private Capital
UNCHANGED
Shares4,454 from 4,454
Change0 (0%)
Value$528.4K (-$80.9K)
Filed 2026-10-27
Essex Bank
DECREASED
Shares4,377 from 4,415
Change-38 (-1%)
Value$519.3K (-$84.7K)
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares4,358 from 3,791
Change+567 (+15%)
Value$549.7K (+$31.0K)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares4,351 from 3,830
Change+521 (+14%)
Value$516.2K (-$7.8K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares4,327 from 3,920
Change+407 (+10%)
Value$513.4K (-$22.9K)
Filed 2026-10-21
Virtue Capital Management, LLC
INCREASED
Shares4,325 from 4,304
Change+21 (+0%)
Value$513.1K (-$75.7K)
Filed 2026-10-29
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares4,320 from 4,320
Change0 (0%)
Value$512.5K (-$78.5K)
Filed 2026-11-03
John G Ullman & Associates Inc
INCREASED
Shares4,316 from 3,390
Change+926 (+27%)
Value$512.1K (+$48.3K)
Filed 2026-11-04
Baldwin Wealth Partners LLC
UNCHANGED
Shares4,305 from 4,305
Change0 (0%)
Value$510.7K (-$78.2K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
INCREASED
Shares4,282 from 3,373
Change+909 (+27%)
Value$513.5K (+$48.6K)
Filed 2026-10-22
Intrua Financial, LLC
INCREASED
Shares4,279 from 3,834
Change+445 (+12%)
Value$507.6K (-$16.9K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
UNCHANGED
Shares4,260 from 4,260
Change0 (0%)
Value$505.4K (-$77.4K)
Filed 2026-10-28
LMG Wealth Partners, LLC
INCREASED
Shares4,234 from 4,096
Change+138 (+3%)
Value$502.3K (-$58.1K)
Filed 2026-11-05
Caldwell Trust Co
INCREASED
Shares4,190 from 3,884
Change+306 (+8%)
Value$497.1K (-$34.3K)
Filed 2026-10-30
Charles Schwab Trust Co
INCREASED
Shares4,176 from 3,810
Change+366 (+10%)
Value$495.4K (-$25.8K)
Filed 2026-10-15
Gibbs Wealth Management
DECREASED
Shares4,136 from 4,256
Change-120 (-3%)
Value$490.7K (-$91.6K)
Filed 2026-10-22
Columbia Bank
INCREASED
Shares4,118 from 4,100
Change+18 (+0%)
Value$488.6K (-$72.4K)
Filed 2026-10-29
Arvest Investments, Inc.
DECREASED
Shares4,114 from 4,149
Change-35 (-1%)
Value$488.1K (-$79.5K)
Filed 2026-10-21
True North Advisors, LLC
NEW
Shares4,108
Change+4,108
Value$487.4K
Filed 2026-10-22
Agate Pass Investment Management, LLC
INCREASED
Shares4,107 from 3,825
Change+282 (+7%)
Value$487.2K (-$36.1K)
Filed 2026-10-20
Excalibur Management Corp
INCREASED
Shares4,104 from 3,966
Change+138 (+3%)
Value$486.9K (-$55.7K)
Filed 2026-11-02
BCS Wealth Management
INCREASED
Shares4,071 from 3,937
Change+134 (+3%)
Value$482.9K (-$55.7K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
DECREASED
Shares4,059 from 4,190
Change-131 (-3%)
Value$481.5K (-$91.8K)
Filed 2026-10-30
Dagco, Inc.
INCREASED
Shares4,055 from 4,051
Change+4 (+0%)
Value$481.1K (-$73.1K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
UNCHANGED
Shares4,033 from 4,033
Change0 (0%)
Value$478.5K (-$73.3K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares4,031 from 4,031
Change0 (0%)
Value$478.2K (-$73.2K)
Filed 2026-10-26
Stanley-Laman Group, Ltd.
UNCHANGED
Shares4,027 from 4,027
Change0 (0%)
Value$477.8K (-$73.2K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares4,006 from 4,439
Change-433 (-10%)
Value$475.3K (-$132.0K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares4,002 from 3,907
Change+95 (+2%)
Value$479.2K (-$48.4K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares3,976
Change+3,976
Value$517
Filed 2026-11-03
Verity Asset Management, Inc.
DECREASED
Shares3,973 from 4,005
Change-32 (-1%)
Value$471.4K (-$76.6K)
Filed 2026-10-30
Endeavor Private Wealth, Inc.
INCREASED
Shares3,940 from 3,859
Change+81 (+2%)
Value$467.6K (-$60.4K)
Filed 2026-11-05
J2 Capital Management Inc
DECREASED
Shares3,932 from 3,967
Change-35 (-1%)
Value$466.5K (-$76.2K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares3,918 from 3,744
Change+174 (+5%)
Value$464.8K (-$47.4K)
Filed 2026-10-07
Sterling Wealth Management, Inc.
DECREASED
Shares3,910 from 4,361
Change-451 (-10%)
Value$463.9K (-$132.8K)
Filed 2026-10-23
Northeast Investment Management
DECREASED
Shares3,897 from 3,901
Change-4 (0%)
Value$462.4K (-$71.4K)
Filed 2026-10-30
DMC Group, LLC
INCREASED
Shares3,893 from 2,940
Change+953 (+32%)
Value$461.9K (+$59.6K)
Filed 2026-10-26
WBH Advisory Inc
INCREASED
Shares3,877 from 3,702
Change+175 (+5%)
Value$460.0K (-$46.5K)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares3,845 from 3,845
Change0 (0%)
Value$456.2K (-$69.9K)
Filed 2026-10-19
Fulton Bank, N.A.
DECREASED
Shares3,815 from 3,825
Change-10 (0%)
Value$452.6K (-$70.7K)
Filed 2026-10-14
MKT Advisors LLC
DECREASED
Shares3,800 from 4,469
Change-669 (-15%)
Value$464.8K (-$149.8K)
Filed 2026-10-20
Trust Co of Vermont
INCREASED
Shares3,775 from 3,495
Change+280 (+8%)
Value$447.9K (-$30.3K)
Filed 2026-10-21
Abacus Planning Group, Inc.
INCREASED
Shares3,738 from 3,728
Change+10 (+0%)
Value$443.5K (-$66.6K)
Filed 2026-11-02
Alta Advisers Ltd
INCREASED
Shares3,732 from 2,139
Change+1,593 (+74%)
Value$442.8K (+$150.1K)
Filed 2026-11-02
Patton Albertson Miller Group, LLC
UNCHANGED
Shares3,720 from 3,720
Change0 (0%)
Value$441.3K (-$67.6K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
INCREASED
Shares3,709 from 3,428
Change+281 (+8%)
Value$440.0K (-$28.9K)
Filed 2026-10-13
Kennebec Savings Bank
INCREASED
Shares3,685 from 3,676
Change+9 (+0%)
Value$437.2K (-$65.7K)
Filed 2026-10-22
Providence First Trust Co
DECREASED
Shares3,679 from 9,470
Change-5,791 (-61%)
Value$436.5K (-$859.1K)
Filed 2026-11-02
Mattern Wealth Management LLC
DECREASED
Shares3,667 from 4,042
Change-375 (-9%)
Value$435.1K (-$117.9K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares3,637 from 3,881
Change-244 (-6%)
Value$431.5K (-$99.5K)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares3,615 from 3,939
Change-324 (-8%)
Value$428.8K (-$93.1K)
Filed 2026-11-02
Gables Capital Management Inc.
DECREASED
Shares3,543 from 3,668
Change-125 (-3%)
Value$420.3K (-$81.5K)
Filed 2026-11-04
Westco Advisory Services Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$415.2K (-$63.6K)
Filed 2026-10-14
Fruth Investment Management
DECREASED
Shares3,489 from 3,540
Change-51 (-1%)
Value$413.0K (-$71.0K)
Filed 2026-10-13
E&G Advisors, LLC
UNCHANGED
Shares3,468 from 3,468
Change0 (0%)
Value$411.4K (-$63.0K)
Filed 2026-10-13
SC&H Financial Advisors, Inc.
INCREASED
Shares3,452 from 3,440
Change+12 (+0%)
Value$409.6K (-$61.0K)
Filed 2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares3,445 from 3,490
Change-45 (-1%)
Value$408.7K (-$68.8K)
Filed 2026-11-02
Legacy Private Trust Co.
UNCHANGED
Shares3,436 from 3,436
Change0 (0%)
Value$407.6K (-$62.4K)
Filed 2026-10-06
Versant Capital Management, Inc
INCREASED
Shares3,420 from 2,656
Change+764 (+29%)
Value$405.7K (+$42.4K)
Filed 2026-10-02
Register Financial Advisors LLC
INCREASED
Shares3,420 from 3,412
Change+8 (+0%)
Value$405.8K (-$61.0K)
Filed 2026-10-23
Country Trust Bank
DECREASED
Shares3,376 from 3,428
Change-52 (-2%)
Value$400.5K (-$68.5K)
Filed 2026-10-30
First National Bank Sioux Falls
UNCHANGED
Shares3,375 from 3,375
Change0 (0%)
Value$400.4K (-$53.7K)
Filed 2026-10-13
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares3,366 from 85,654
Change-82,288 (-96%)
Value$399.3K (-$11.3M)
Filed 2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares3,364 from 3,364
Change0 (0%)
Value$399.1K (-$61.1K)
Filed 2026-10-13
W Advisors, LLC
INCREASED
Shares3,360 from 3,274
Change+86 (+3%)
Value$398.6K (-$49.3K)
Filed 2026-11-02
Douglas Lane & Associates, LLC
UNCHANGED
Shares3,354 from 3,354
Change0 (0%)
Value$397.9K (-$60.9K)
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares3,351 from 4,159
Change-808 (-19%)
Value$397.6K (-$145.2K)
Filed 2026-10-30
PFG Advisors
INCREASED
Shares3,347 from 2,575
Change+772 (+30%)
Value$397.1K (+$44.8K)
Filed 2026-10-16
David J Yvars Group
UNCHANGED
Shares3,336 from 3,336
Change0 (0%)
Value$395.8K (-$60.6K)
Filed 2026-10-09
BLB&B Advisors, LLC
UNCHANGED
Shares3,322 from 3,322
Change0 (0%)
Value$394.1K (-$60.4K)
Filed 2026-10-27
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,302 from 3,271
Change+31 (+1%)
Value$391.8K (-$55.8K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares3,291 from 4,066
Change-775 (-19%)
Value$390.4K (-$165.8K)
Filed 2026-10-07
United Community Bank
UNCHANGED
Shares3,278 from 3,278
Change0 (0%)
Value$388.9K (-$59.6K)
Filed 2026-10-28
AA Financial Advisors, LLC
INCREASED
Shares3,265 from 2,011
Change+1,254 (+62%)
Value$387.4K (+$112.3K)
Filed 2026-10-19
WT Wealth Management
NEW
Shares3,263
Change+3,263
Value$387.1K
Filed 2026-10-13
Essential Partners LLC
INCREASED
Shares3,238 from 2,395
Change+843 (+35%)
Value$384.2K (+$56.5K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares3,232 from 3,232
Change0 (0%)
Value$442.2K ($0)
Filed 2026-10-26
Vista Investment Partners II, LLC
DECREASED
Shares3,192 from 3,408
Change-216 (-6%)
Value$378.7K (-$87.5K)
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares3,185 from 2,676
Change+509 (+19%)
Value$377.9K (+$11.8K)
Filed 2026-10-19
Angeles Wealth Management, LLC
DECREASED
Shares3,170 from 3,492
Change-322 (-9%)
Value$376.1K (-$101.7K)
Filed 2026-10-26
Great Diamond Partners, LLC
DECREASED
Shares3,164 from 3,165
Change-1 (0%)
Value$375.4K (-$57.6K)
Filed 2026-10-13
Pines Wealth Management, LLC
DECREASED
Shares3,159 from 3,215
Change-56 (-2%)
Value$374.8K (-$65.1K)
Filed 2026-10-21
StrongBox Wealth, LLC
NEW
Shares3,145
Change+3,145
Value$373.1K
Filed 2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares3,138
Change+3,138
Value$372.3K
Filed 2026-10-15
Pinnacle Bancorp, Inc.
DECREASED
Shares3,116 from 3,136
Change-20 (-1%)
Value$369.7K (-$59.4K)
Filed 2026-10-21
Investment Research Partners LLC
INCREASED
Shares3,109 from 2,281
Change+828 (+36%)
Value$368.9K (+$56.8K)
Filed 2026-10-19
Bison Wealth, LLC
INCREASED
Shares3,101 from 2,988
Change+113 (+4%)
Value$385.2K (-$21.1K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares3,098 from 4,031
Change-933 (-23%)
Value$367.6K (-$184.0K)
Filed 2026-11-03
Investment Advisory Services Inc
INCREASED
Shares3,084 from 2,873
Change+211 (+7%)
Value$365.8K (-$27.2K)
Filed 2026-10-27
Mcdonald Partners LLC
DECREASED
Shares3,072 from 3,172
Change-100 (-3%)
Value$364.5K (-$69.5K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
INCREASED
Shares3,058 from 2,521
Change+537 (+21%)
Value$375.6K (+$32.7K)
Filed 2026-10-13
Powers Advisory Group, LLC
INCREASED
Shares3,056 from 2,941
Change+115 (+4%)
Value$362.5K (-$39.9K)
Filed 2026-10-14
LeConte Wealth Management, LLC
INCREASED
Shares3,052 from 2,902
Change+150 (+5%)
Value$362.1K (-$34.9K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
DECREASED
Shares3,022 from 3,503
Change-481 (-14%)
Value$358.5K (-$120.7K)
Filed 2026-11-02
Bahl & Gaynor LLC
DECREASED
Shares3,019 from 3,053
Change-34 (-1%)
Value$358.2K (-$59.5K)
Filed 2026-11-05
Advisory Resource Group
INCREASED
Shares3,015 from 3,014
Change+1 (+0%)
Value$357.7K (-$54.7K)
Filed 2026-10-26
Stiles Financial Services Inc
DECREASED
Shares3,008 from 3,299
Change-291 (-9%)
Value$356.9K (-$94.5K)
Filed 2026-10-30
Harbour Trust & Investment Management Co
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$355.4K (-$54.4K)
Filed 2026-10-28
Shuttleworth & Co
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$353.5K (-$54.1K)
Filed 2026-10-30
Tritonpoint Wealth, LLC
INCREASED
Shares2,975 from 2,905
Change+70 (+2%)
Value$352.9K (-$44.5K)
Filed 2026-10-19
Innova Wealth Partners
INCREASED
Shares2,973 from 2,930
Change+43 (+1%)
Value$352.7K (-$48.1K)
Filed 2026-10-21
Clear Trail Advisors, LLC
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$352.6K (-$54.0K)
Filed 2026-10-20
Alhambra Investment Management LLC
DECREASED
Shares2,970 from 2,986
Change-16 (-1%)
Value$352.4K (-$56.2K)
Filed 2026-10-15
Lebenthal Global Advisors, LLC
INCREASED
Shares2,934 from 2,837
Change+97 (+3%)
Value$348.1K (-$40.0K)
Filed 2026-10-28
Moss Adams Wealth Advisors LLC
INCREASED
Shares2,922 from 2,048
Change+874 (+43%)
Value$346.7K (+$66.5K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares2,917 from 2,898
Change+19 (+1%)
Value$346.1K (-$50.4K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,915 from 2,648
Change+267 (+10%)
Value$345.8K (-$16.6K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$344.1K (-$52.7K)
Filed 2026-11-05
Central Bank & Trust Co
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$344.1K (-$52.7K)
Filed 2026-10-09
Burton Enright Welch
NEW
Shares2,889
Change+2,889
Value$342.7K
Filed 2026-11-04
3Chopt Investment Partners, LLC
INCREASED
Shares2,880 from 2,516
Change+364 (+14%)
Value$341.7K (-$2.5K)
Filed 2026-10-30
Guinness Asset Management LTD
INCREASED
Shares2,868 from 2,403
Change+465 (+19%)
Value$340.3K (+$11.5K)
Filed 2026-11-05
Mechanics Financial Corp
UNCHANGED
Shares2,859 from 2,859
Change0 (0%)
Value$339.2K (-$51.9K)
Filed 2026-11-05
Single Point Partners, LLC
UNCHANGED
Shares2,855 from 2,855
Change0 (0%)
Value$338.7K (-$51.9K)
Filed 2026-10-19
Birch Financial Group, LLC
DECREASED
Shares2,829 from 5,442
Change-2,613 (-48%)
Value$335.7K (-$408.9K)
Filed 2026-10-27
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares2,825 from 2,940
Change-115 (-4%)
Value$335.2K (-$67.1K)
Filed 2026-10-21
Carroll Advisory Group, LLC
INCREASED
Shares2,814 from 2,681
Change+133 (+5%)
Value$333.9K (-$32.9K)
Filed 2026-10-16
Hilltop National Bank
DECREASED
Shares2,807 from 2,952
Change-145 (-5%)
Value$333.0K (-$70.8K)
Filed 2026-10-14
Vigilare Wealth Management
DECREASED
Shares2,803 from 4,229
Change-1,426 (-34%)
Value$332.5K (-$246.0K)
Filed 2026-10-29
Paladin Wealth, LLC
INCREASED
Shares2,803 from 1,487
Change+1,316 (+89%)
Value$332.6K (+$129.2K)
Filed 2026-10-23
Chronos Wealth Management, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$332.2K (-$50.9K)
Filed 2026-10-20
Peoples Financial Services Corp.
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$330.4K (-$50.6K)
Filed 2026-10-20
Portfolio Design Labs, LLC
INCREASED
Shares2,781 from 2,720
Change+61 (+2%)
Value$329.9K (-$42.2K)
Filed 2026-11-04
Bingham Private Wealth, LLC
INCREASED
Shares2,780 from 2,760
Change+20 (+1%)
Value$329.8K (-$47.9K)
Filed 2026-11-05
Bdfs Capital LLC
UNCHANGED
Shares2,775 from 2,775
Change0 (0%)
Value$329.3K (-$50.4K)
Filed 2026-10-14
Townsend Asset Management Corp
INCREASED
Shares2,772 from 2,767
Change+5 (+0%)
Value$328.9K (-$49.7K)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
UNCHANGED
Shares2,769 from 2,769
Change0 (0%)
Value$328.5K (-$50.3K)
Filed 2026-10-06
MCF Advisors LLC
DECREASED
Shares2,759 from 2,765
Change-6 (0%)
Value$327.4K (-$51.0K)
Filed 2026-10-28
Triasima Portfolio Management inc.
DECREASED
Shares2,730 from 9,099
Change-6,369 (-70%)
Value$323.9K (-$920.9K)
Filed 2026-10-15
Chesley Taft & Associates LLC
DECREASED
Shares2,710 from 3,039
Change-329 (-11%)
Value$321.5K (-$94.3K)
Filed 2026-10-13
Certuity, LLC
INCREASED
Shares2,709 from 1,892
Change+817 (+43%)
Value$321.4K (+$62.5K)
Filed 2026-11-02
Latitude Advisors, LLC
DECREASED
Shares2,697 from 3,096
Change-399 (-13%)
Value$319.9K (-$103.7K)
Filed 2026-10-27
United Asset Strategies, Inc.
INCREASED
Shares2,678 from 2,596
Change+82 (+3%)
Value$317.7K (-$37.4K)
Filed 2026-10-28
Herold Advisors, Inc.
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$317.7K (-$48.3K)
Filed 2026-10-19
apricus wealth, LLC
UNCHANGED
Shares2,677 from 2,677
Change0 (0%)
Value$317.6K (-$48.6K)
Filed 2026-10-26
Phoenix Wealth Advisors
UNCHANGED
Shares2,664 from 2,664
Change0 (0%)
Value$316.0K (-$48.4K)
Filed 2026-11-03
Altfest L J & Co Inc
DECREASED
Shares2,656 from 10,683
Change-8,027 (-75%)
Value$315.1K (-$1.1M)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares2,648 from 2,345
Change+303 (+13%)
Value$314.2K (-$6.7K)
Filed 2026-10-13
One Way Holdings LLC
DECREASED
Shares2,646 from 2,730
Change-84 (-3%)
Value$313.9K (-$59.6K)
Filed 2026-10-29
Trifecta Capital Advisors, LLC
INCREASED
Shares2,645 from 1,001
Change+1,644 (+164%)
Value$313.8K (+$176.9K)
Filed 2026-10-21
Navigation Group, LLC
UNCHANGED
Shares2,643 from 2,643
Change0 (0%)
Value$313.6K (-$48.0K)
Filed 2026-10-28
JB Capital LLC
INCREASED
Shares2,638 from 2,635
Change+3 (+0%)
Value$313.0K (-$47.6K)
Filed 2026-10-19
Shakespeare Wealth Management, LLC
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$312.4K (-$47.8K)
Filed 2026-10-28
Raiffeisen Bank International AG
NEW
Shares2,630
Change+2,630
Value$313.8K
Filed 2026-10-28
Orca Investment Management, LLC
NEW
Shares2,610
Change+2,610
Value$309.7K
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares2,594 from 2,535
Change+59 (+2%)
Value$307.8K (-$39.1K)
Filed 2026-10-29
Peoples Bank
DECREASED
Shares2,574 from 3,456
Change-882 (-26%)
Value$305.4K (-$167.4K)
Filed 2026-10-09
Fortem Financial Group, LLC
INCREASED
Shares2,566 from 2,547
Change+19 (+1%)
Value$304.5K (-$44.0K)
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares2,551 from 2,480
Change+71 (+3%)
Value$302.6K (-$36.6K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,528 from 2,523
Change+5 (+0%)
Value$300.0K (-$45.3K)
Filed 2026-10-19
Associated Banc-Corp
DECREASED
Shares2,503 from 3,171
Change-668 (-21%)
Value$297.0K (-$136.9K)
Filed 2026-10-30
XML Financial, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$296.6K (-$45.4K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
DECREASED
Shares2,493 from 2,556
Change-63 (-2%)
Value$295.8K (-$53.9K)
Filed 2026-10-15
Conning Inc.
UNCHANGED
Shares2,489 from 2,489
Change0 (0%)
Value$295.3K (-$45.2K)
Filed 2026-10-27
Raleigh Capital Management Inc.
DECREASED
Shares2,481 from 2,603
Change-122 (-5%)
Value$294.3K (-$61.8K)
Filed 2026-10-28
Salomon & Ludwin, LLC
UNCHANGED
Shares2,479 from 2,479
Change0 (0%)
Value$294.1K (-$40.7K)
Filed 2026-10-29
Global Trust Asset Management, LLC
UNCHANGED
Shares2,472 from 2,472
Change0 (0%)
Value$293.3K (-$44.9K)
Filed 2026-10-19
GGM Financial LLC
INCREASED
Shares2,460 from 2,450
Change+10 (+0%)
Value$291.8K (-$43.3K)
Filed 2026-11-05
Balefire, LLC
INCREASED
Shares2,456 from 1,638
Change+818 (+50%)
Value$291.4K (+$67.3K)
Filed 2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,452 from 2,133
Change+319 (+15%)
Value$290.9K (-$911)
Filed 2026-10-23
SYM Financial Corp
INCREASED
Shares2,450 from 2,088
Change+362 (+17%)
Value$290.7K (+$5.0K)
Filed 2026-10-26
Bullseye Investment Management, LLC
UNCHANGED
Shares2,447 from 2,447
Change0 (0%)
Value$290.3K (-$44.5K)
Filed 2026-10-29
IVC Wealth Advisors LLC
DECREASED
Shares2,419 from 2,493
Change-74 (-3%)
Value$287.0K (-$54.1K)
Filed 2026-10-23
Financial Enhancement Group LLC
INCREASED
Shares2,403 from 2,388
Change+15 (+1%)
Value$293.4K (-$33.3K)
Filed 2026-10-08
Traphagen Investment Advisors LLC
NEW
Shares2,393
Change+2,393
Value$283.9K
Filed 2026-10-14
Nadler Financial Group, Inc.
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$283.1K (-$43.4K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares2,383 from 2,241
Change+142 (+6%)
Value$282.7K (-$23.9K)
Filed 2026-11-04
Rockland Trust Co
INCREASED
Shares2,381 from 2,364
Change+17 (+1%)
Value$282.5K (-$40.9K)
Filed 2026-10-05
KWB Wealth
UNCHANGED
Shares2,371 from 2,371
Change0 (0%)
Value$281.3K (-$43.1K)
Filed 2026-10-16
XXI Wealth, LLC
INCREASED
Shares2,358 from 2,235
Change+123 (+6%)
Value$279.8K (-$26.0K)
Filed 2026-10-22
Balboa Wealth Partners
INCREASED
Shares2,355 from 2,296
Change+59 (+3%)
Value$279.5K (-$34.6K)
Filed 2026-10-20
May Hill Capital, LLC
DECREASED
Shares2,347 from 2,486
Change-139 (-6%)
Value$278.4K (-$61.6K)
Filed 2026-11-03
Keudell ison Wealth Management
INCREASED
Shares2,334 from 1,908
Change+426 (+22%)
Value$276.9K (+$15.9K)
Filed 2026-10-16
Hohimer Wealth Management, LLC
DECREASED
Shares2,328 from 3,045
Change-717 (-24%)
Value$276.2K (-$140.3K)
Filed 2026-11-04
Brian LOW Financial Group, LLC
UNCHANGED
Shares2,305 from 2,305
Change0 (0%)
Value$273.5K (-$41.9K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
NEW
Shares2,302
Change+2,302
Value$273.2K
Filed 2026-10-29
Blue Fin Capital, Inc.
UNCHANGED
Shares2,298 from 2,298
Change0 (0%)
Value$272.6K (-$41.8K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares2,277 from 2,033
Change+244 (+12%)
Value$270.2K (-$7.9K)
Filed 2026-10-13
Wealth Quarterback LLC
INCREASED
Shares2,274 from 2,263
Change+11 (+0%)
Value$269.8K (-$39.8K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
DECREASED
Shares2,273 from 2,701
Change-428 (-16%)
Value$269.7K (-$99.9K)
Filed 2026-11-04
Moneco Advisors, LLC
DECREASED
Shares2,273 from 2,280
Change-7 (0%)
Value$269.6K (-$42.3K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
NEW
Shares2,264
Change+2,264
Value$268.6K
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,251 from 2,239
Change+12 (+1%)
Value$211.1K (-$27.0K)
Filed 2026-11-04
New Perspectives, Inc
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$266.9K (-$40.9K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares2,248 from 2,790
Change-542 (-19%)
Value$266.7K (-$115.1K)
Filed 2026-10-28
Journey Advisory Group, LLC
UNCHANGED
Shares2,244 from 2,244
Change0 (0%)
Value$266.2K (-$40.8K)
Filed 2026-11-04
Ifrah Financial Services, Inc.
DECREASED
Shares2,242 from 2,260
Change-18 (-1%)
Value$266.0K (-$43.2K)
Filed 2026-10-13
Private Capital Advisors, Inc.
UNCHANGED
Shares2,241 from 2,241
Change0 (0%)
Value$265.9K (-$40.7K)
Filed 2026-10-06
Third View Private Wealth, LLC
INCREASED
Shares2,232 from 1,933
Change+299 (+15%)
Value$264.8K (+$350)
Filed 2026-10-30
Fermata Advisors, LLC
INCREASED
Shares2,230 from 2,010
Change+220 (+11%)
Value$264.5K (-$10.5K)
Filed 2026-10-13
Washington Trust Co
DECREASED
Shares2,229 from 2,249
Change-20 (-1%)
Value$264.4K (-$43.2K)
Filed 2026-10-22
Plimoth Trust Co LLC
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$263.3K (-$40.3K)
Filed 2026-10-26
Baker Tilly Wealth Management, LLC
INCREASED
Shares2,211 from 2,064
Change+147 (+7%)
Value$262.3K (-$20.1K)
Filed 2026-10-05
Forum Financial Management, LP
INCREASED
Shares2,204 from 2,139
Change+65 (+3%)
Value$261.5K (-$31.2K)
Filed 2026-10-16
Avail Investment Partners, LLC
NEW
Shares2,199
Change+2,199
Value$260.9K
Filed 2026-10-16
Meridian Financial Advisors, LLC
INCREASED
Shares2,193 from 2,189
Change+4 (+0%)
Value$260.1K (-$39.3K)
Filed 2026-10-14
WealthBridge Capital Management, LLC
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$257.4K (-$39.4K)
Filed 2026-10-16
Verus Financial Partners, Inc.
INCREASED
Shares2,162 from 2,149
Change+13 (+1%)
Value$256.5K (-$37.5K)
Filed 2026-10-29
Reap Financial Group, LLC
INCREASED
Shares2,159 from 1,888
Change+271 (+14%)
Value$256.1K (-$2.1K)
Filed 2026-11-02
Towne Trust Company, N.a
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$253.8K (-$38.9K)
Filed 2026-10-28
MFA Wealth Services
DECREASED
Shares2,134 from 2,139
Change-5 (0%)
Value$253.1K (-$39.5K)
Filed 2026-10-14
Schmidt P J Investment Management Inc
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$253.2K (-$38.8K)
Filed 2026-11-02
LCM Capital Management Inc
DECREASED
Shares2,130 from 2,204
Change-74 (-3%)
Value$252.7K (-$48.8K)
Filed 2026-10-20
Urban Wealth Management, LLC
DECREASED
Shares2,124 from 2,196
Change-72 (-3%)
Value$252.0K (-$48.4K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
INCREASED
Shares2,121 from 2,041
Change+80 (+4%)
Value$251.6K (-$27.6K)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$250.2K (-$38.3K)
Filed 2026-10-28
Security Financial Services, Inc.
DECREASED
Shares2,097 from 2,228
Change-131 (-6%)
Value$248.8K (-$55.9K)
Filed 2026-10-29
Occidental Asset Management, LLC
INCREASED
Shares2,072 from 1,927
Change+145 (+8%)
Value$245.8K (-$17.8K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
INCREASED
Shares2,072 from 2,031
Change+41 (+2%)
Value$245.8K (-$32.0K)
Filed 2026-10-23
Simon Quick Advisors, LLC
NEW
Shares2,070
Change+2,070
Value$245.6K
Filed 2026-10-26
Richardson Financial Services Inc.
DECREASED
Shares2,068 from 2,078
Change-10 (0%)
Value$245.3K (-$38.9K)
Filed 2026-10-30
Legacy Solutions, LLC
DECREASED
Shares2,067 from 2,219
Change-152 (-7%)
Value$245.2K (-$58.4K)
Filed 2026-10-07
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$245.0K (-$37.5K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,062 from 1,721
Change+341 (+20%)
Value$244.6K (+$9.2K)
Filed 2026-11-04
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$244.6K (-$37.5K)
Filed 2026-10-15
Synergy Asset Management, LLC
NEW
Shares2,058
Change+2,058
Value$244.2K
Filed 2026-11-05
Summit Financial Strategies, Inc.
UNCHANGED
Shares2,053 from 2,053
Change0 (0%)
Value$243.5K (-$37.3K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$243.1K (-$37.2K)
Filed 2026-10-26
Tortuga Wealth Management, Inc
DECREASED
Shares2,046 from 2,048
Change-2 (0%)
Value$242.7K (-$37.4K)
Filed 2026-10-27
LVM Capital Management LTD
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$242.6K (-$37.4K)
Filed 2026-10-20
HMV Wealth Advisors, LLC
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$242.3K (-$37.1K)
Filed 2026-10-27
Enterprise Financial Services Corp
NEW
Shares2,037
Change+2,037
Value$241.7K
Filed 2026-11-03
William Allan Corp
DECREASED
Shares2,037 from 2,057
Change-20 (-1%)
Value$241.7K (-$39.7K)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares2,031 from 1,792
Change+239 (+13%)
Value$241.0K (-$4.2K)
Filed 2026-10-19
Accel Wealth Management
DECREASED
Shares2,030 from 2,313
Change-283 (-12%)
Value$240.9K (-$75.6K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares2,025 from 2,210
Change-185 (-8%)
Value$240.2K (-$62.1K)
Filed 2026-10-06
Dumont & Blake Investment Advisors LLC
DECREASED
Shares2,019 from 2,027
Change-8 (0%)
Value$239.5K (-$37.8K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
DECREASED
Shares2,010 from 2,024
Change-14 (-1%)
Value$238.5K (-$38.4K)
Filed 2026-10-28
Evanson Financial, LLC
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$237.8K (-$36.4K)
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares2,002
Change+2,002
Value$237.6K
Filed 2026-10-27
First Command Advisory Services, Inc.
INCREASED
Shares2,001 from 567
Change+1,434 (+253%)
Value$237.4K (+$159.8K)
Filed 2026-11-05
Aries Wealth Management
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$237.3K (-$36.3K)
Filed 2026-10-23
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$237.3K (-$36.3K)
Filed 2026-11-05
Hartford Financial Management Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$237.3K (-$36.3K)
Filed 2026-10-21
KPP Advisory Services LLC
DECREASED
Shares1,999 from 2,594
Change-595 (-23%)
Value$237.2K (-$117.7K)
Filed 2026-10-26
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares1,999 from 1,956
Change+43 (+2%)
Value$237.2K (-$30.4K)
Filed 2026-11-03
Seamount Financial Group Inc
INCREASED
Shares1,999 from 1,989
Change+10 (+1%)
Value$237.1K (-$35.0K)
Filed 2026-10-21
WealthTrust Asset Management, LLC
INCREASED
Shares1,999 from 1,998
Change+1 (+0%)
Value$237.2K (-$36.2K)
Filed 2026-10-22
Gilman Hill Asset Management, LLC
DECREASED
Shares1,975 from 2,600
Change-625 (-24%)
Value$234.3K (-$121.4K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares1,972 from 1,902
Change+70 (+4%)
Value$234.0K (-$26.2K)
Filed 2026-10-29
CRA Financial Services, LLC
INCREASED
Shares1,971 from 1,954
Change+17 (+1%)
Value$233.9K (-$33.4K)
Filed 2026-10-16
Greenwood Gearhart LLC
INCREASED
Shares1,967 from 1,588
Change+379 (+24%)
Value$233.4K (+$16.1K)
Filed 2026-11-02
Capital Squared Financial LLC
DECREASED
Shares1,963 from 2,745
Change-782 (-28%)
Value$232.8K (-$142.6K)
Filed 2026-10-30
Integrated Advisors Network LLC
DECREASED
Shares1,963 from 2,282
Change-319 (-14%)
Value$232.9K (-$79.3K)
Filed 2026-10-20
Annex Advisory Services, LLC
INCREASED
Shares1,963 from 1,899
Change+64 (+3%)
Value$232.9K (-$26.8K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares1,961 from 1,868
Change+93 (+5%)
Value$232.6K (-$23.0K)
Filed 2026-10-13
Cornerstone Wealth, LLC
UNCHANGED
Shares1,961 from 1,961
Change0 (0%)
Value$254.4K (-$5.5K)
Filed 2026-10-28
Quantum Financial Advisors, LLC
INCREASED
Shares1,957 from 1,956
Change+1 (+0%)
Value$232.2K (-$35.4K)
Filed 2026-11-03
Grove Bank & Trust
INCREASED
Shares1,948 from 1,921
Change+27 (+1%)
Value$231.1K (-$31.7K)
Filed 2026-10-08
Fragasso Financial Advisors Inc
NEW
Shares1,940
Change+1,940
Value$238.3K
Filed 2026-10-13
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$229.8K (-$31.8K)
Filed 2026-10-09
Titleist Asset Management, LLC
DECREASED
Shares1,911 from 1,985
Change-74 (-4%)
Value$226.7K (-$44.9K)
Filed 2026-10-08
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,899 from 1,904
Change-5 (0%)
Value$225.3K (-$35.2K)
Filed 2026-10-20
Bender Robert & Associates
NEW
Shares1,895
Change+1,895
Value$224.8K
Filed 2026-10-21
Blue Capital, Inc.
DECREASED
Shares1,883 from 1,904
Change-21 (-1%)
Value$223.4K (-$37.1K)
Filed 2026-10-13
Miramontes Capital, LLC
NEW
Shares1,877
Change+1,877
Value$222.7K
Filed 2026-10-19
West Bancorporation Inc
DECREASED
Shares1,876 from 1,941
Change-65 (-3%)
Value$222.6K (-$43.0K)
Filed 2026-10-29
OAK Ridge Investments LLC
INCREASED
Shares1,863 from 1,501
Change+362 (+24%)
Value$221.0K (+$15.7K)
Filed 2026-10-30
Affiance Financial, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$220.7K (-$33.7K)
Filed 2026-10-15
Northland Securities, Inc.
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$218.9K (-$33.5K)
Filed 2026-11-02
United Advisor Group, LLC
NEW
Shares1,843
Change+1,843
Value$218.7K
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,839 from 1,683
Change+156 (+9%)
Value$218.2K (-$12.1K)
Filed 2026-10-13
Wealth Architects, LLC
DECREASED
Shares1,838 from 1,869
Change-31 (-2%)
Value$218.1K (-$37.6K)
Filed 2026-11-03
CMG Global Holdings, LLC
INCREASED
Shares1,830 from 1,805
Change+25 (+1%)
Value$217.1K (-$29.8K)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$216.5K (-$33.2K)
Filed 2026-10-15
Canvas Wealth Advisors, LLC
DECREASED
Shares1,817 from 1,883
Change-66 (-4%)
Value$235.0K (-$22.6K)
Filed 2026-11-02
Financial Consulate, Inc
INCREASED
Shares1,816 from 1,755
Change+61 (+3%)
Value$215.4K (-$24.6K)
Filed 2026-10-23
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,816 from 1,815
Change+1 (+0%)
Value$230.9K (-$12.1K)
Filed 2026-10-28
Souders Financial Advisors
INCREASED
Shares1,815 from 1,811
Change+4 (+0%)
Value$215.4K (-$32.4K)
Filed 2026-11-03
55 North Private Wealth, LLC
DECREASED
Shares1,814 from 1,898
Change-84 (-4%)
Value$215.2K (-$44.4K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares1,807 from 1,903
Change-96 (-5%)
Value$214.4K (-$46.0K)
Filed 2026-10-22
Trust Point Inc.
NEW
Shares1,791
Change+1,791
Value$212.5K
Filed 2026-10-27
Independence Bank of Kentucky
DECREASED
Shares1,790 from 1,965
Change-175 (-9%)
Value$212.4K (-$56.5K)
Filed 2026-10-26
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$212.4K (-$32.5K)
Filed 2026-10-19
Novem Group
DECREASED
Shares1,787 from 1,815
Change-28 (-2%)
Value$212.0K (-$36.3K)
Filed 2026-10-19
Elevatus Welath Management
INCREASED
Shares1,772 from 1,752
Change+20 (+1%)
Value$210.2K (-$29.4K)
Filed 2026-10-19
Washington Trust Bank
INCREASED
Shares1,749 from 1,677
Change+72 (+4%)
Value$207.5K (-$21.9K)
Filed 2026-11-03
Clearwave Capital, LLC
INCREASED
Shares1,747 from 1,693
Change+54 (+3%)
Value$207.2K (-$24.4K)
Filed 2026-10-27
Cohen Capital Management, Inc.
UNCHANGED
Shares1,741 from 1,741
Change0 (0%)
Value$206.6K (-$31.6K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
DECREASED
Shares1,739 from 3,470
Change-1,731 (-50%)
Value$206.3K (-$268.4K)
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
NEW
Shares1,736
Change+1,736
Value$206.0K
Filed 2026-10-19
Richwood Investment Advisors, LLC
UNCHANGED
Shares1,733 from 1,733
Change0 (0%)
Value$205.6K (-$31.5K)
Filed 2026-10-30
Cromwell Holdings LLC
UNCHANGED
Shares1,731 from 1,731
Change0 (0%)
Value$205.4K (-$31.5K)
Filed 2026-10-28
Riversedge Advisors, LLC
NEW
Shares1,723
Change+1,723
Value$204.4K
Filed 2026-10-09
Westside Investment Management, Inc.
UNCHANGED
Shares1,715 from 1,715
Change0 (0%)
Value$203.8K (-$30.8K)
Filed 2026-11-02
Ridgeline Wealth, LLC
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$215.0K (-$19.1K)
Filed 2026-10-14
Cowa, LLC
DECREASED
Shares1,710 from 1,735
Change-25 (-1%)
Value$202.9K (-$34.5K)
Filed 2026-10-30
Klingman & Associates, LLC
INCREASED
Shares1,705 from 1,530
Change+175 (+11%)
Value$202.3K (-$7.0K)
Filed 2026-10-20
Riverwater Partners LLC
DECREASED
Shares1,703 from 1,845
Change-142 (-8%)
Value$202.0K (-$50.4K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
INCREASED
Shares1,702 from 1,654
Change+48 (+3%)
Value$208.1K (-$18.1K)
Filed 2026-10-27
Griffin Asset Management, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$201.7K (-$30.9K)
Filed 2026-10-22
Linscomb Wealth, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$201.7K (-$30.9K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares1,699 from 585
Change+1,114 (+190%)
Value$201.6K (+$121.5K)
Filed 2026-10-30
Hopwood Financial Services, Inc.
NEW
Shares1,696
Change+1,696
Value$201.2K
Filed 2026-10-29
True Private Wealth Advisors
INCREASED
Shares1,695 from 1,667
Change+28 (+2%)
Value$201.1K (-$27.0K)
Filed 2026-10-19
Stonekeep Investments, LLC
DECREASED
Shares1,691 from 1,710
Change-19 (-1%)
Value$200.6K (-$33.4K)
Filed 2026-10-15
Elyxium Wealth, LLC
INCREASED
Shares1,683 from 1,650
Change+33 (+2%)
Value$199.7K (-$26.1K)
Filed 2026-10-27
Gen-Wealth Partners Inc
DECREASED
Shares1,675 from 1,787
Change-112 (-6%)
Value$198.7K (-$45.7K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares1,652 from 1,625
Change+27 (+2%)
Value$196.0K (-$26.3K)
Filed 2026-10-28
MTM Investment Management, LLC
INCREASED
Shares1,644 from 1,643
Change+1 (+0%)
Value$195.0K (-$29.8K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$194.9K (-$29.9K)
Filed 2026-10-15
Jnba Financial Advisors
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$192.0K (-$29.4K)
Filed 2026-11-03
Markowski Investments
DECREASED
Shares1,588 from 1,664
Change-76 (-5%)
Value$188.4K (-$39.2K)
Filed 2026-10-30
Sovran Advisors, LLC
INCREASED
Shares1,572 from 1,549
Change+23 (+1%)
Value$203.4K (-$2.6K)
Filed 2026-11-02
Princeton Global Asset Management LLC
INCREASED
Shares1,561 from 1,423
Change+138 (+10%)
Value$185.2K (-$9.5K)
Filed 2026-10-21
American National Bank & Trust
DECREASED
Shares1,529 from 1,929
Change-400 (-21%)
Value$181.4K (-$82.5K)
Filed 2026-10-07
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$174.4K (-$26.7K)
Filed 2026-10-05
Montag A & Associates Inc
DECREASED
Shares1,451 from 1,655
Change-204 (-12%)
Value$172.1K (-$54.3K)
Filed 2026-10-29
Heritage Family Offices, LLP
NEW
Shares1,444
Change+1,444
Value$171.3K
Filed 2026-11-02
Southern Michigan Bank & Trust
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$170.0K (-$26.0K)
Filed 2026-10-19
S.A. Mason LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$169.7K (-$26.0K)
Filed 2026-10-13
Leonteq Securities AG
INCREASED
Shares1,366 from 756
Change+610 (+81%)
Value$162.1K (+$58.7K)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
INCREASED
Shares1,354 from 1,350
Change+4 (+0%)
Value$160.6K (-$24.1K)
Filed 2026-10-15
Deseret Mutual Benefit Administrators
DECREASED
Shares1,333 from 1,386
Change-53 (-4%)
Value$158.1K (-$31.5K)
Filed 2026-11-04
Dakota Community Bank & Trust NA
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$158.0K (-$24.2K)
Filed 2026-10-09
Nvest Wealth Strategies, Inc.
DECREASED
Shares1,310 from 1,316
Change-6 (0%)
Value$155.4K (-$24.6K)
Filed 2026-10-14
Security National Bank
INCREASED
Shares1,306 from 1,294
Change+12 (+1%)
Value$154.9K (-$22.1K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$150.1K (-$23.0K)
Filed 2026-10-16
CrossGen Wealth, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$148.3K (-$22.7K)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares1,242
Change+1,242
Value$147.4K
Filed 2026-10-13
Key FInancial Inc
DECREASED
Shares1,237 from 1,444
Change-207 (-14%)
Value$146.8K (-$50.8K)
Filed 2026-11-02
Blume Capital Management, Inc.
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$146.8K (-$22.5K)
Filed 2026-10-26
Tompkins Financial Corp
DECREASED
Shares1,236 from 1,261
Change-25 (-2%)
Value$146.6K (-$25.9K)
Filed 2026-10-05
Acima Private Wealth, LLC
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$145.2K (-$22.2K)
Filed 2026-10-05
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,220 from 10,516
Change-9,296 (-88%)
Value$144.7K (-$1.3M)
Filed 2026-10-29
LFA - Lugano Financial Advisors SA
DECREASED
Shares1,187 from 1,412
Change-225 (-16%)
Value$140.8K (-$52.4K)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$140.1K (-$21.5K)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares1,179 from 351
Change+828 (+236%)
Value$139.9K (+$91.9K)
Filed 2026-10-13
Hughes Financial Services, LLC
INCREASED
Shares1,162 from 1,035
Change+127 (+12%)
Value$150.3K (+$8.7K)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares1,153
Change+1,153
Value$136.8K
Filed 2026-10-16
Gilpin Wealth Management, LLC
INCREASED
Shares1,153 from 1,151
Change+2 (+0%)
Value$136.8K (-$20.7K)
Filed 2026-10-09
Madden Securities Corp
NEW
Shares1,134
Change+1,134
Value$134.5K
Filed 2026-10-27
Nemes Rush Group LLC
DECREASED
Shares1,104 from 1,135
Change-31 (-3%)
Value$130.9K (-$24.3K)
Filed 2026-11-04
Nfsg Corp
DECREASED
Shares1,091 from 1,901
Change-810 (-43%)
Value$129.5K (-$130.6K)
Filed 2026-10-15
Asset Planning,Inc
INCREASED
Shares1,054 from 1,049
Change+5 (+0%)
Value$125.0K (-$18.6K)
Filed 2026-10-26
SRH Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$118.6K (-$18.2K)
Filed 2026-10-22
Hoese & Co LLP
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$118.6K (-$18.2K)
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares989 from 719
Change+270 (+38%)
Value$117.3K (+$19.0K)
Filed 2026-10-26
Oakworth Capital, Inc.
INCREASED
Shares982 from 965
Change+17 (+2%)
Value$116.5K (-$14.7K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares963 from 290
Change+673 (+232%)
Value$114.3K (+$74.6K)
Filed 2026-11-05
University of Texas S AM Investment Management Co
INCREASED
Shares962 from 681
Change+281 (+41%)
Value$114.1K (+$21.0K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares961 from 961
Change0 (0%)
Value$114.0K (-$17.5K)
Filed 2026-10-26
Next Level Wealth Planning, LLC
NEW
Shares947
Change+947
Value$112.4K
Filed 2026-10-29
Duncker Streett & Co Inc
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$107.7K (-$16.5K)
Filed 2026-10-27
Mascoma Wealth Management LLC
INCREASED
Shares899 from 613
Change+286 (+47%)
Value$106.7K (+$22.8K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED
Shares878 from 841
Change+37 (+4%)
Value$104.2K (-$10.9K)
Filed 2026-10-29
Coastline Trust Co
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$100.4K (-$15.4K)
Filed 2026-10-01
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$97.9K (-$15.0K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
INCREASED
Shares820 from 819
Change+1 (+0%)
Value$97.0K (-$15.0K)
Filed 2026-10-27
Olistico Wealth, LLC
UNCHANGED
Shares802 from 802
Change0 (0%)
Value$95.1K (-$14.6K)
Filed 2026-10-05
Valley National Advisers Inc
DECREASED
Shares764 from 782
Change-18 (-2%)
Value$90.7K (-$16.3K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares755 from 429
Change+326 (+76%)
Value$89.6K (+$30.9K)
Filed 2026-11-02
Monetary Solutions, Ltd
INCREASED
Shares754 from 750
Change+4 (+1%)
Value$89.5K (-$13.2K)
Filed 2026-10-22
IFS Advisors, LLC
DECREASED
Shares744 from 759
Change-15 (-2%)
Value$88.3K (-$15.6K)
Filed 2026-10-14
Evermay Wealth Management LLC
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$87.5K (-$13.4K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$98.4K ($0)
Filed 2026-11-05
Clean Yield Group
INCREASED
Shares716 from 66
Change+650 (+985%)
Value$84.9K (+$75.9K)
Filed 2026-10-28
First United Bank & Trust
DECREASED
Shares715 from 802
Change-87 (-11%)
Value$84.8K (-$24.9K)
Filed 2026-10-22
Hurley Capital, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$83.0K (-$12.7K)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares698 from 690
Change+8 (+1%)
Value$82.8K (-$11.6K)
Filed 2026-10-22
Fiduciary Advisors, Inc.
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$81.5K (-$12.5K)
Filed 2026-10-16
Summit Securities Group LLC
NEW
Shares680
Change+680
Value$80.7K
Filed 2026-11-05
Elevated Capital Advisors, LLC
DECREASED
Shares677 from 3,072
Change-2,395 (-78%)
Value$80.3K (-$340.0K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares675 from 600
Change+75 (+13%)
Value$80.2K (-$2.0K)
Filed 2026-11-03
Byrne Asset Management LLC
INCREASED
Shares650 from 490
Change+160 (+33%)
Value$77.8K (+$10.8K)
Filed 2026-10-06
Signature Equity Partners, LLC
INCREASED
Shares648 from 609
Change+39 (+6%)
Value$76.9K (-$6.5K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares647 from 479
Change+168 (+35%)
Value$76.7K (+$11.2K)
Filed 2026-11-05
Concord Wealth Partners
DECREASED
Shares625 from 1,884
Change-1,259 (-67%)
Value$74.2K (-$183.6K)
Filed 2026-11-02
James T. Borello RIA
DECREASED
Shares623 from 665
Change-42 (-6%)
Value$73.9K (-$17.1K)
Filed 2026-10-16
Bangor Savings Bank
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$72.6K (-$11.1K)
Filed 2026-10-06
Owl Creek Wealth Partners LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$71.7K (-$11.0K)
Filed 2026-10-20
Centerpoint Advisors, LLC
NEW
Shares601
Change+601
Value$71.0K
Filed 2026-11-05
DT Investment Partners, LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$70.4K (-$10.8K)
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$69.4K (-$10.6K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
NEW
Shares563
Change+563
Value$66.8K
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED
Shares557 from 550
Change+7 (+1%)
Value$66.1K (-$9.2K)
Filed 2026-10-30
Blueline Advisors LLC
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$64.8K (-$9.9K)
Filed 2026-10-15
Cdkv Holdings LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$64.1K (-$9.8K)
Filed 2026-10-28
Fulcrum Asset Management LLP
NEW
Shares526
Change+526
Value$62.8K
Filed 2026-11-04
PFS Partners, LLC
INCREASED
Shares504 from 500
Change+4 (+1%)
Value$59.8K (-$8.6K)
Filed 2026-10-21
Putney Financial Group LLC
NEW
Shares500
Change+500
Value$59.3K
Filed 2026-10-30
Axxion S.A.
NEW
Shares500
Change+500
Value$59.3K
Filed 2026-10-22
Piscataqua Savings Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$59.3K (-$9.1K)
Filed 2026-10-21
Kingdom Financial Group Llc.
INCREASED
Shares489 from 450
Change+39 (+9%)
Value$58.0K (-$3.6K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$54.9K (-$8.4K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares458
Change+458
Value$54.3K
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$52.8K (-$8.1K)
Filed 2026-10-16
Midwest Capital Advisors, LLC
INCREASED
Shares425 from 345
Change+80 (+23%)
Value$50.4K (+$3.2K)
Filed 2026-11-04
Nvwm, LLC
DECREASED
Shares423 from 426
Change-3 (-1%)
Value$50.2K (-$8.1K)
Filed 2026-10-14
MV Capital Management, Inc.
INCREASED
Shares411 from 401
Change+10 (+2%)
Value$48.8K (-$6.1K)
Filed 2026-10-29
Adirondack Trust Co
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$48.8K (-$7.5K)
Filed 2026-10-14
Birchbrook, Inc.
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$48.5K (-$7.4K)
Filed 2026-10-14
West Paces Advisors Inc.
INCREASED
Shares408 from 371
Change+37 (+10%)
Value$48.4K (-$2.4K)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$47.7K (-$7.3K)
Filed 2026-11-03
Fortitude Family Office, LLC
INCREASED
Shares372 from 346
Change+26 (+8%)
Value$44.1K (-$3.2K)
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$44.1K (-$6.8K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
INCREASED
Shares360 from 358
Change+2 (+1%)
Value$42.8K (-$6.3K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
INCREASED
Shares351 from 194
Change+157 (+81%)
Value$41.6K (+$15.1K)
Filed 2026-10-07
Rydar Equities, Inc.
NEW
Shares348
Change+348
Value$42.4K
Filed 2026-10-13
Bell Investment Advisors, Inc
DECREASED
Shares346 from 374
Change-28 (-7%)
Value$41.1K (-$10.1K)
Filed 2026-10-29
Main Street Group, LTD
DECREASED
Shares337 from 367
Change-30 (-8%)
Value$39.9K (-$10.2K)
Filed 2026-10-28
Bullock Wealth Management Group
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$38.9K (-$5.0K)
Filed 2026-10-09
Advocate Investing Services LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$38.1K (-$5.8K)
Filed 2026-10-26
Aventus Investment Advisors, Inc.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$38.0K (-$5.8K)
Filed 2026-10-09
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares300 from 16
Change+284 (+1775%)
Value$35.6K (+$33.3K)
Filed 2026-10-16
Hickory Point Bank & Trust
DECREASED
Shares300 from 354
Change-54 (-15%)
Value$35.6K (-$12.8K)
Filed 2026-10-01
Costello Asset Management, Inc
DECREASED
Shares300 from 312
Change-12 (-4%)
Value$35.6K (-$7.1K)
Filed 2026-10-30
Canton Hathaway, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$35.6K (-$5.5K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$35.6K (-$5.5K)
Filed 2026-10-07
GoalVest Advisory LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$35.4K (-$5.4K)
Filed 2026-10-02
Tsfg, LLC
DECREASED
Shares295 from 1,391
Change-1,096 (-79%)
Value$35.0K (-$155.0K)
Filed 2026-10-23
Burkett Financial Services, LLC
INCREASED
Shares293 from 291
Change+2 (+1%)
Value$34.8K (-$5.0K)
Filed 2026-10-01
Advantage Trust Co
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$32.6K (-$5.0K)
Filed 2026-10-19
Beacon Financial Strategies Corp
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$32.6K (-$5.0K)
Filed 2026-10-14
O'Domhnaill Enterprises, Inc.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$32.4K (-$5.0K)
Filed 2026-10-29
First Community Trust NA
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$31.6K (-$4.8K)
Filed 2026-10-07
Ares Financial Consulting, LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$30.6K (-$4.6K)
Filed 2026-10-19
Acumen Wealth Advisors, LLC
INCREASED
Shares255 from 238
Change+17 (+7%)
Value$30.3K (-$2.3K)
Filed 2026-11-05
Paladin Partners, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$29.9K (-$4.6K)
Filed 2026-10-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares251 from 202
Change+49 (+24%)
Value$29.8K (+$2.1K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares245 from 889
Change-644 (-72%)
Value$29.1K (-$92.6K)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares232 from 408
Change-176 (-43%)
Value$27.6K (-$28.3K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares232 from 200
Change+32 (+16%)
Value$27.5K (+$163)
Filed 2026-10-20
Highline Wealth Partners LLC
DECREASED
Shares231 from 237
Change-6 (-3%)
Value$27.4K (-$5.0K)
Filed 2026-10-19
Union Savings Bank
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$27.3K (-$4.2K)
Filed 2026-10-14
Covestor Ltd
INCREASED
Shares229 from 222
Change+7 (+3%)
Value$27.0K (+$27.0K)
Filed 2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$26.5K (-$3.9K)
Filed 2026-10-01
Financial Management Professionals, Inc.
DECREASED
Shares212 from 227
Change-15 (-7%)
Value$25.2K (-$5.9K)
Filed 2026-10-23
Bank of New Hampshire
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$24.3K (-$3.7K)
Filed 2026-10-06
Adkins Seale Capital Management LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$24.1K (-$3.7K)
Filed 2026-10-27
High Note Wealth, LLC
INCREASED
Shares201 from 193
Change+8 (+4%)
Value$23.8K (-$2.6K)
Filed 2026-10-27
Frankly Finances, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$23.7K (-$3.6K)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares191 from 203
Change-12 (-6%)
Value$22.7K (-$5.1K)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$23.8K (-$1.2K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
DECREASED
Shares180 from 191
Change-11 (-6%)
Value$21.4K (-$4.8K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$20.9K (-$3.2K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
INCREASED
Shares168 from 100
Change+68 (+68%)
Value$20.0K (+$6.2K)
Filed 2026-11-02
Trust Co
DECREASED
Shares162 from 327
Change-165 (-50%)
Value$19.2K (-$25.5K)
Filed 2026-10-09
Hara Capital LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$17.8K (-$2.7K)
Filed 2026-10-30
WPG Advisers, LLC
DECREASED
Shares148 from 323
Change-175 (-54%)
Value$17.6K (-$26.6K)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$17.6K (-$2.8K)
Filed 2026-10-09
Triumph Capital Management
DECREASED
Shares144 from 180
Change-36 (-20%)
Value$17.1K (-$7.5K)
Filed 2026-10-14
Prudent Man Investment Management, Inc.
INCREASED
Shares143 from 100
Change+43 (+43%)
Value$17.0K (+$5.4K)
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares142 from 2
Change+140 (+7000%)
Value$16.8K (+$16.6K)
Filed 2026-10-13
Valued Wealth Advisors LLC
DECREASED
Shares140 from 169
Change-29 (-17%)
Value$16.7K (-$6.5K)
Filed 2026-11-05
Wilkerson Advisory Group LLC
INCREASED
Shares139 from 112
Change+27 (+24%)
Value$16.5K (+$1.2K)
Filed 2026-10-20
Spurstone Advisory Services, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$16.5K (-$2.1K)
Filed 2026-11-02
Lodestone Wealth Management LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$16.3K (-$2.5K)
Filed 2026-10-14
Retirement Wealth Solutions LLC
INCREASED
Shares130 from 119
Change+11 (+9%)
Value$15.4K (-$857)
Filed 2026-10-07
Abound Wealth Management
INCREASED
Shares128 from 6
Change+122 (+2033%)
Value$15.1K (+$14.3K)
Filed 2026-10-26
Compass Wealth Management LLC
NEW
Shares125
Change+125
Value$14.8K
Filed 2026-10-22
Tounjian Advisory Partners, LLC
DECREASED
Shares123 from 140
Change-17 (-12%)
Value$14.6K (-$4.6K)
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$14.6K (-$2.2K)
Filed 2026-10-02
Financial Perspectives, Inc
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$14.1K (-$2.2K)
Filed 2026-11-03
Catalyst Capital Advisors LLC
DECREASED
Shares115 from 664
Change-549 (-83%)
Value$13.6K (-$77.2K)
Filed 2026-11-02
Avion Wealth
INCREASED
Shares115 from 98
Change+17 (+17%)
Value$13 ($0)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$12.9K (-$2.0K)
Filed 2026-10-28
Burk Holdings LLC
NEW
Shares108
Change+108
Value$12.8K
Filed 2026-11-05
J.Safra Asset Management Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$12.5K (-$1.9K)
Filed 2026-11-03
Roxbury Financial LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$12.1K (-$1.9K)
Filed 2026-10-01
Mosley Wealth Management
INCREASED
Shares101 from 92
Change+9 (+10%)
Value$12.6K (+$5)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$12.0K (-$1.8K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$12.0K (-$1.8K)
Filed 2026-11-02
Hager Investment Management Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.9K (-$1.8K)
Filed 2026-11-04
Hussman Strategic Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$11.9K (-$1.8K)
Filed 2026-11-02
Holos Integrated Wealth LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.5K (-$1.3K)
Filed 2026-10-23
Fairway Wealth LLC
NEW
Shares99
Change+99
Value$11.7K
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares90 from 15
Change+75 (+500%)
Value$11 (+$9)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares90 from 78
Change+12 (+15%)
Value$10.7K (+$7)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW
Shares89
Change+89
Value$10.6K
Filed 2026-10-15
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$10.4K (-$1.6K)
Filed 2026-11-05
Global X Japan Co., Ltd.
NEW
Shares87
Change+87
Value$10.3K
Filed 2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$10.2K (-$1.6K)
Filed 2026-11-03
General Partner, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$10.1K (-$1.5K)
Filed 2026-10-05
DiNuzzo Private Wealth, Inc.
INCREASED
Shares83 from 23
Change+60 (+261%)
Value$9.8K (+$6.7K)
Filed 2026-10-16
Vision Financial Markets LLC
INCREASED
Shares82 from 81
Change+1 (+1%)
Value$9.7K (-$1.2K)
Filed 2026-10-22
Aspect Partners, LLC
DECREASED
Shares79 from 82
Change-3 (-4%)
Value$9.4K (-$1.8K)
Filed 2026-10-20
Kozak & Associates, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$10.1K (-$537)
Filed 2026-10-29
Clark Wealth Partners
INCREASED
Shares75 from 72
Change+3 (+4%)
Value$8.9K (-$953)
Filed 2026-10-19
POM Investment Strategies, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$8.8K (-$1.3K)
Filed 2026-10-20
William Mack & Associates, Inc.
NEW
Shares72
Change+72
Value$8.5K
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares68
Change+68
Value$8.1K
Filed 2026-11-05
Thompson Investment Management, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$8.1K (-$1.2K)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
NEW
Shares67
Change+67
Value$7.9K
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$7.9K (-$1.2K)
Filed 2026-10-15
Bare Financial Services, Inc
DECREASED
Shares65 from 107
Change-42 (-39%)
Value$7.7K (-$6.9K)
Filed 2026-11-04
Rakuten Securities, Inc.
DECREASED
Shares62 from 531
Change-469 (-88%)
Value$7.4K (-$65.3K)
Filed 2026-11-02
CGC Financial Services, LLC
DECREASED
Shares61 from 70
Change-9 (-13%)
Value$7.2K (-$2.3K)
Filed 2026-10-13
IMG Wealth Management, Inc.
DECREASED
Shares60 from 102
Change-42 (-41%)
Value$7.1K (-$6.8K)
Filed 2026-10-27
Hoey Investments, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.1K (-$1.1K)
Filed 2026-10-29
Align Financial, LLC
INCREASED
Shares59 from 50
Change+9 (+18%)
Value$7.0K (+$159)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares58
Change+58
Value$6.9K
Filed 2026-10-19
Center for Financial Planning, Inc.
INCREASED
Shares57 from 3
Change+54 (+1800%)
Value$6.8K (+$6.4K)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$6.6K (-$1.0K)
Filed 2026-10-07
Marquette Asset Management, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$6.1K (-$927)
Filed 2026-10-09
Curat Global, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.9K (-$909)
Filed 2026-10-26
Ulland Investment Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6 (-$1)
Filed 2026-10-13
West Branch Capital LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.9K (-$909)
Filed 2026-10-20
Alpine Bank Wealth Management
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$5.7K (-$872)
Filed 2026-10-16
Creative Capital Management Investments LLC
INCREASED
Shares44 from 29
Change+15 (+52%)
Value$5.2K (+$1.3K)
Filed 2026-10-28
Affinity Wealth LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$5.6K (-$306)
Filed 2026-11-03
Private Wealth Management Group, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.7K (-$727)
Filed 2026-10-19
MB, Levis & Associates, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.3K (-$624)
Filed 2026-10-16
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares35 from 54,350
Change-54,315 (-100%)
Value$4.2K (-$7.4M)
Filed 2026-10-15
Maseco LLP
NEW
Shares33
Change+33
Value$3.9K
Filed 2026-10-27
Gleason Group, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.9K (-$600)
Filed 2026-10-15
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.7K (-$564)
Filed 2026-10-23
Hudson Edge Investment Partners Inc.
DECREASED
Shares30 from 51,855
Change-51,825 (-100%)
Value$3.6K (-$7.1M)
Filed 2026-10-28
Contravisory Investment Management, Inc.
NEW
Shares26
Change+26
Value$3.1K
Filed 2026-10-13
Rachor Investment Advisory Services, LLC
INCREASED
Shares26 from 25
Change+1 (+4%)
Value$3.0K (-$438)
Filed 2026-10-29
WestEnd Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.0K (-$454)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.0K (-$454)
Filed 2026-10-30
Toth Financial Advisory Corp
INCREASED
Shares24 from 15
Change+9 (+60%)
Value$2.8K (+$795)
Filed 2026-10-08
Davis Capital Management
INCREASED
Shares23 from 18
Change+5 (+28%)
Value$2.7K (+$266)
Filed 2026-10-08
Signature Resources Capital Management, LLC
INCREASED
Shares22 from 9
Change+13 (+144%)
Value$2.6K (+$1.4K)
Filed 2026-10-16
American Capital Advisory, LLC
DECREASED
Shares21 from 33
Change-12 (-36%)
Value$2.5K (-$2.0K)
Filed 2026-10-28
Proathlete Wealth Management LLC
DECREASED
Shares20 from 27
Change-7 (-26%)
Value$2.4K (-$1.3K)
Filed 2026-10-15
DecisionPoint Financial, LLC
INCREASED
Shares15 from 12
Change+3 (+25%)
Value$1.8K (+$176)
Filed 2026-10-27
Quaker Wealth Management, LLC
INCREASED
Shares14 from 11
Change+3 (+27%)
Value$1.7K (+$156)
Filed 2026-10-22
Torren Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.7K (-$240)
Filed 2026-10-29
John Boyer, Inc.
NEW
Shares11
Change+11
Value$1.3K
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares11
Change+11
Value$1.3K
Filed 2026-11-05
Morton Brown Family Wealth, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.2K (-$182)
Filed 2026-10-23
Key Capital Management, Inc
DECREASED
Shares9 from 21
Change-12 (-57%)
Value$1.1K (-$1.8K)
Filed 2026-11-03
RHL Group, LLC
NEW
Shares6
Change+6
Value$712
Filed 2026-11-04
Breakwater Investment Management
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$594 (-$91)
Filed 2026-10-20
Strengthening Families & Communities, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$593 (-$91)
Filed 2026-10-21
Sunrise Financial Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$593 (-$91)
Filed 2026-10-21
Redwood Park Advisors LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$356 (-$55)
Filed 2026-11-02
Inspire Investing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$277 (-$40)
Filed 2026-10-22
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$119 (-$18)
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$119 (-$18)
Filed 2026-10-15
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 60,000
Change-60,000 (-100%)
Value$0 (-$8.2M)
Filed 2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED
Shares0 from 35,134
Change-35,134 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 21,745
Change-21,745 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
Oak Thistle LLC
CLOSED
Shares0 from 20,889
Change-20,889 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-21
Patton Fund Management, Inc.
CLOSED
Shares0 from 18,535
Change-18,535 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-13
NWF Advisory Services Inc.
CLOSED
Shares0 from 12,518
Change-12,518 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-19
Strategy Asset Managers LLC
CLOSED
Shares0 from 7,106
Change-7,106 (-100%)
Value$0 (-$972.2K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 6,066
Change-6,066 (-100%)
Value$0 (-$830.4K)
Filed 2026-10-26
Cynosure Group, LLC
CLOSED
Shares0 from 4,666
Change-4,666 (-100%)
Value$0 (-$638.4K)
Filed 2026-11-03
Investment House LLC
CLOSED
Shares0 from 4,566
Change-4,566 (-100%)
Value$0 (-$624.7K)
Filed 2026-10-21
Convergence Financial, LLC
CLOSED
Shares0 from 3,169
Change-3,169 (-100%)
Value$0 (-$433.6K)
Filed 2026-10-27
Code Waechter LLC
CLOSED
Shares0 from 2,758
Change-2,758 (-100%)
Value$0 (-$377.3K)
Filed 2026-10-23
AMG National Trust Bank
CLOSED
Shares0 from 2,575
Change-2,575 (-100%)
Value$0 (-$352.3K)
Filed 2026-11-05
TritonPoint Partners, LLC
CLOSED
Shares0 from 2,492
Change-2,492 (-100%)
Value$0 (-$340.9K)
Filed 2026-11-05
Magnolia Capital Management LTD
CLOSED
Shares0 from 2,155
Change-2,155 (-100%)
Value$0 (-$295.0K)
Filed 2026-10-09
Leslie Global Wealth, LLC
CLOSED
Shares0 from 2,078
Change-2,078 (-100%)
Value$0 (-$284.3K)
Filed 2026-10-26
U S Global Investors Inc
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$273.6K)
Filed 2026-10-22
Symmetry Partners, LLC
CLOSED
Shares0 from 1,899
Change-1,899 (-100%)
Value$0 (-$259.8K)
Filed 2026-10-27
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 1,885
Change-1,885 (-100%)
Value$0 (-$257.9K)
Filed 2026-10-30
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 1,799
Change-1,799 (-100%)
Value$0 (-$246.1K)
Filed 2026-11-04
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,784
Change-1,784 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-26
Trilogy Capital Inc.
CLOSED
Shares0 from 1,763
Change-1,763 (-100%)
Value$0 (-$241.2K)
Filed 2026-10-20
Legacy Advisors, LLC
CLOSED
Shares0 from 1,756
Change-1,756 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-19
Global Wealth Management Investment Advisory, Inc.
CLOSED
Shares0 from 1,746
Change-1,746 (-100%)
Value$0 (-$238.9K)
Filed 2026-11-04
tru Independence LLC
CLOSED
Shares0 from 1,735
Change-1,735 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-20
Master's Wealth Management Inc.
CLOSED
Shares0 from 1,713
Change-1,713 (-100%)
Value$0 (-$234.4K)
Filed 2026-10-22
Archford Capital Strategies, LLC
CLOSED
Shares0 from 1,679
Change-1,679 (-100%)
Value$0 (-$229.7K)
Filed 2026-10-19
Childress Capital Advisors, LLC
CLOSED
Shares0 from 1,675
Change-1,675 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-28
Breakwater Capital Group
CLOSED
Shares0 from 1,671
Change-1,671 (-100%)
Value$0 (-$228.6K)
Filed 2026-10-09
Triad Wealth Partners, LLC
CLOSED
Shares0 from 1,657
Change-1,657 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-26
Thomas Story & SON LLC
CLOSED
Shares0 from 1,650
Change-1,650 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-13
Greatmark Investment Partners, Inc.
CLOSED
Shares0 from 1,638
Change-1,638 (-100%)
Value$0 (-$224.1K)
Filed 2026-10-28
Visionary Wealth Advisors
CLOSED
Shares0 from 1,633
Change-1,633 (-100%)
Value$0 (-$223.4K)
Filed 2026-11-04
RFG - Bristol Wealth Advisors, LLC
CLOSED
Shares0 from 1,631
Change-1,631 (-100%)
Value$0 (-$223.1K)
Filed 2026-10-09
Lynx Investment Advisory
CLOSED
Shares0 from 1,628
Change-1,628 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-27
CGN Advisors LLC
CLOSED
Shares0 from 1,626
Change-1,626 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-21
First Growth Capital LLC
CLOSED
Shares0 from 1,620
Change-1,620 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-15
Traveka Wealth, LLC
CLOSED
Shares0 from 1,618
Change-1,618 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-19
Northwest Wealth Management, LLC
CLOSED
Shares0 from 1,609
Change-1,609 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-30
Leisure Capital Management
CLOSED
Shares0 from 1,607
Change-1,607 (-100%)
Value$0 (-$219.9K)
Filed 2026-11-03
PMG Family Office LLC
CLOSED
Shares0 from 1,603
Change-1,603 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-19
Kestra Investment Management, LLC
CLOSED
Shares0 from 1,603
Change-1,603 (-100%)
Value$0 (-$219.3K)
Filed 2026-11-04
First Nebraska Trust Co
CLOSED
Shares0 from 1,598
Change-1,598 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-30
Bill Few Associates, Inc.
CLOSED
Shares0 from 1,598
Change-1,598 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-09
bLong Financial, LLC
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-29
Bailard, Inc.
CLOSED
Shares0 from 1,566
Change-1,566 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-13
SLT Holdings LLC
CLOSED
Shares0 from 1,563
Change-1,563 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-15
QTR Family Wealth, LLC
CLOSED
Shares0 from 1,555
Change-1,555 (-100%)
Value$0 (-$212.7K)
Filed 2026-11-02
Omni 360 Wealth, Inc.
CLOSED
Shares0 from 1,555
Change-1,555 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-13
Mindset Wealth Management, LLC
CLOSED
Shares0 from 1,553
Change-1,553 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-19
Tranquility Partners, LLC
CLOSED
Shares0 from 1,545
Change-1,545 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-20
KRS Capital Management, LLC
CLOSED
Shares0 from 1,541
Change-1,541 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-16
Huntleigh Advisors, Inc.
CLOSED
Shares0 from 1,540
Change-1,540 (-100%)
Value$0 (-$210.8K)
Filed 2026-11-03
Olio Financial Planning
CLOSED
Shares0 from 1,540
Change-1,540 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-22
Optivise Advisory Services LLC
CLOSED
Shares0 from 1,539
Change-1,539 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-19
Badgley Phelps Wealth Managers, LLC
CLOSED
Shares0 from 1,537
Change-1,537 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-22
Brick & Kyle, Associates
CLOSED
Shares0 from 1,529
Change-1,529 (-100%)
Value$0 (-$200.4K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 1,518
Change-1,518 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-20
Univest Financial Corp
CLOSED
Shares0 from 1,515
Change-1,515 (-100%)
Value$0 (-$207.2K)
Filed 2026-11-05
Anchyra Partners LLC
CLOSED
Shares0 from 1,509
Change-1,509 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-13
Texas Bank & Trust Co
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$205.2K)
Filed 2026-11-04
Ipswich Investment Management Co., Inc.
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 1,496
Change-1,496 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-16
Global Assets Advisory, LLC
CLOSED
Shares0 from 1,493
Change-1,493 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-28
Chicago Trust Co NA
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-28
Biltmore Family Office, LLC
CLOSED
Shares0 from 1,484
Change-1,484 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-03
Central Valley Advisors, LLC
CLOSED
Shares0 from 1,470
Change-1,470 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-27
Intergy Private Wealth, LLC
CLOSED
Shares0 from 1,468
Change-1,468 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-16
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,430
Change-1,430 (-100%)
Value$0 (-$195.6K)
Filed 2026-11-03
Acropolis Investment Management, LLC
CLOSED
Shares0 from 1,293
Change-1,293 (-100%)
Value$0 (-$176.9K)
Filed 2026-10-08
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,248
Change-1,248 (-100%)
Value$0 (-$170.7K)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$116.3K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$95.5K)
Filed 2026-10-16
Axiom Investment Management LLC
CLOSED
Shares0 from 711
Change-711 (-100%)
Value$0 (-$97.3K)
Filed 2026-11-03
Bayforest Capital Ltd
CLOSED
Shares0 from 242
Change-242 (-100%)
Value$0 (-$33.1K)
Filed 2026-11-03
Founders Capital Management
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$23.7K)
Filed 2026-10-13
Kentucky Trust Co
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-15
LifeSteps Financial, Inc.
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-21
Stone House Investment Management, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-13
Activest Wealth Management
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-15
United Financial Planning Group LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-04
Kelleher Financial Advisors
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-30
Whipplewood Advisors, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-22
Y.D. More Investments Ltd
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-02
Navigoe, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$689)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$551)
Filed 2026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$374.1K (-$88.3K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 51,024,057
Change-51,024,057 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 35,529,471
Change-35,529,471 (-100%)
Value—
State Street Corp
N/A
Shares— from 30,783,142
Change-30,783,142 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 23,492,086
Change-23,492,086 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 19,527,874
Change-19,527,874 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,980,444
Change-18,980,444 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 14,404,302
Change-14,404,302 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 13,872,005
Change-13,872,005 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,269,851
Change-12,269,851 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,965,480
Change-10,965,480 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 10,263,074
Change-10,263,074 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,728,413
Change-9,728,413 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,302,934
Change-9,302,934 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 9,148,318
Change-9,148,318 (-100%)
Value—
Dodge & COX
N/A
Shares— from 8,674,355
Change-8,674,355 (-100%)
Value—
Barclays PLC
N/A
Shares— from 6,836,683
Change-6,836,683 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,991,251
Change-5,991,251 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,729,832
Change-5,729,832 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,398,220
Change-5,398,220 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,975,065
Change-4,975,065 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,651,077
Change-4,651,077 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,488,072
Change-4,488,072 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,176,896
Change-4,176,896 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,996,112
Change-3,996,112 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,568,905
Change-3,568,905 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,243,607
Change-3,243,607 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 3,055,155
Change-3,055,155 (-100%)
Value—
Amundi
N/A
Shares— from 2,901,661
Change-2,901,661 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,505,273
Change-2,505,273 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,493,480
Change-2,493,480 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,482,093
Change-2,482,093 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,310,019
Change-2,310,019 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 2,283,858
Change-2,283,858 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,184,092
Change-2,184,092 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,149,485
Change-2,149,485 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,140,225
Change-2,140,225 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,116,926
Change-2,116,926 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,983,231
Change-1,983,231 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,970,769
Change-1,970,769 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,948,767
Change-1,948,767 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,692,618
Change-1,692,618 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,662,114
Change-1,662,114 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,616,644
Change-1,616,644 (-100%)
Value—
Cbre Investment Management Listed Real Assets LLC
N/A
Shares— from 1,554,554
Change-1,554,554 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,533,200
Change-1,533,200 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,506,641
Change-1,506,641 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,404,425
Change-1,404,425 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,293,481
Change-1,293,481 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,291,088
Change-1,291,088 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,275,581
Change-1,275,581 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,197,999
Change-1,197,999 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,187,294
Change-1,187,294 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,186,541
Change-1,186,541 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,172,080
Change-1,172,080 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,171,664
Change-1,171,664 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,144,968
Change-1,144,968 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 1,144,304
Change-1,144,304 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,115,814
Change-1,115,814 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,088,392
Change-1,088,392 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,086,081
Change-1,086,081 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,002,906
Change-1,002,906 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,001,653
Change-1,001,653 (-100%)
Value—
Reaves W H & Co Inc
N/A
Shares— from 994,697
Change-994,697 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 969,250
Change-969,250 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 967,797
Change-967,797 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 963,375
Change-963,375 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 919,858
Change-919,858 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 883,476
Change-883,476 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 869,280
Change-869,280 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 861,217
Change-861,217 (-100%)
Value—
Duff & Phelps Investment Management Co
N/A
Shares— from 801,532
Change-801,532 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 795,130
Change-795,130 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 782,933
Change-782,933 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 768,000
Change-768,000 (-100%)
Value—
Commerce Bank
N/A
Shares— from 736,935
Change-736,935 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 729,507
Change-729,507 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 725,686
Change-725,686 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 718,033
Change-718,033 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 701,541
Change-701,541 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 672,853
Change-672,853 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 657,656
Change-657,656 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 632,795
Change-632,795 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 625,314
Change-625,314 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 615,589
Change-615,589 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 608,987
Change-608,987 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 606,447
Change-606,447 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 593,813
Change-593,813 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 587,425
Change-587,425 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 570,772
Change-570,772 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 570,666
Change-570,666 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 543,231
Change-543,231 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 516,094
Change-516,094 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 498,687
Change-498,687 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 479,563
Change-479,563 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 475,656
Change-475,656 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 469,014
Change-469,014 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 464,787
Change-464,787 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 462,273
Change-462,273 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 458,820
Change-458,820 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 455,425
Change-455,425 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 454,031
Change-454,031 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 450,653
Change-450,653 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 447,743
Change-447,743 (-100%)
Value—
Icahn Carl CA
N/A
Shares— from 434,710
Change-434,710 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 428,173
Change-428,173 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 423,721
Change-423,721 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 413,164
Change-413,164 (-100%)
Value—
Yaupon Capital Management LP
N/A
Shares— from 412,431
Change-412,431 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 410,549
Change-410,549 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 409,847
Change-409,847 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 408,121
Change-408,121 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 396,968
Change-396,968 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 396,629
Change-396,629 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 389,801
Change-389,801 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 376,550
Change-376,550 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 376,380
Change-376,380 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 371,977
Change-371,977 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 369,078
Change-369,078 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 354,719
Change-354,719 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 354,410
Change-354,410 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 354,125
Change-354,125 (-100%)
Value—
Covalis Capital LLP
N/A
Shares— from 350,872
Change-350,872 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 346,918
Change-346,918 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 334,121
Change-334,121 (-100%)
Value—
Verbena Value LP
N/A
Shares— from 328,923
Change-328,923 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 317,890
Change-317,890 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 315,929
Change-315,929 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 311,597
Change-311,597 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 308,617
Change-308,617 (-100%)
Value—
Thiel Macro LLC
N/A
Shares— from 308,617
Change-308,617 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 304,753
Change-304,753 (-100%)
Value—
&partners
N/A
Shares— from 301,462
Change-301,462 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 300,474
Change-300,474 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 289,246
Change-289,246 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 279,560
Change-279,560 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 276,591
Change-276,591 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 274,047
Change-274,047 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 262,897
Change-262,897 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 253,790
Change-253,790 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 253,646
Change-253,646 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 252,250
Change-252,250 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 248,727
Change-248,727 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 240,766
Change-240,766 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 234,613
Change-234,613 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 233,772
Change-233,772 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 231,083
Change-231,083 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 229,243
Change-229,243 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 229,070
Change-229,070 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 227,280
Change-227,280 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 220,649
Change-220,649 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 217,000
Change-217,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 209,913
Change-209,913 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 204,045
Change-204,045 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 201,988
Change-201,988 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 190,823
Change-190,823 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 188,030
Change-188,030 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 185,962
Change-185,962 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 185,178
Change-185,178 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 182,456
Change-182,456 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 182,155
Change-182,155 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 172,534
Change-172,534 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 172,030
Change-172,030 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 171,550
Change-171,550 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 169,412
Change-169,412 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 166,220
Change-166,220 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 163,903
Change-163,903 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 161,304
Change-161,304 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 159,591
Change-159,591 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 159,026
Change-159,026 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 155,495
Change-155,495 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 155,363
Change-155,363 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 154,673
Change-154,673 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 151,144
Change-151,144 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 148,066
Change-148,066 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 146,846
Change-146,846 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 146,712
Change-146,712 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 137,207
Change-137,207 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 134,572
Change-134,572 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 133,747
Change-133,747 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 132,456
Change-132,456 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 128,976
Change-128,976 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 128,353
Change-128,353 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 127,904
Change-127,904 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 126,353
Change-126,353 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 125,923
Change-125,923 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 124,487
Change-124,487 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 123,463
Change-123,463 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 120,109
Change-120,109 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 119,433
Change-119,433 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 118,727
Change-118,727 (-100%)
Value—
Stephens Inc
N/A
Shares— from 116,856
Change-116,856 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 112,918
Change-112,918 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 109,802
Change-109,802 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 106,961
Change-106,961 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 105,351
Change-105,351 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 104,665
Change-104,665 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 102,819
Change-102,819 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 101,934
Change-101,934 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 99,353
Change-99,353 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 97,600
Change-97,600 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 94,586
Change-94,586 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 94,224
Change-94,224 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 91,315
Change-91,315 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 89,810
Change-89,810 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 86,241
Change-86,241 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 85,500
Change-85,500 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 84,085
Change-84,085 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 83,063
Change-83,063 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 82,685
Change-82,685 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 82,327
Change-82,327 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 81,975
Change-81,975 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 81,533
Change-81,533 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 78,453
Change-78,453 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 78,254
Change-78,254 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 77,844
Change-77,844 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 76,954
Change-76,954 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 75,847
Change-75,847 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 74,727
Change-74,727 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 74,540
Change-74,540 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 73,424
Change-73,424 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 72,619
Change-72,619 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 72,303
Change-72,303 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 70,152
Change-70,152 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 69,190
Change-69,190 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 68,191
Change-68,191 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 68,057
Change-68,057 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 67,919
Change-67,919 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 66,054
Change-66,054 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 65,868
Change-65,868 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 65,832
Change-65,832 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 63,574
Change-63,574 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 63,355
Change-63,355 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 62,687
Change-62,687 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 62,225
Change-62,225 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 61,748
Change-61,748 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 61,719
Change-61,719 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 60,029
Change-60,029 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 59,104
Change-59,104 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 58,757
Change-58,757 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 57,632
Change-57,632 (-100%)
Value—
Blair William & Co
N/A
Shares— from 55,280
Change-55,280 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 54,845
Change-54,845 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 54,398
Change-54,398 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 54,114
Change-54,114 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 51,082
Change-51,082 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 50,334
Change-50,334 (-100%)
Value—
Allstate Corp
N/A
Shares— from 50,249
Change-50,249 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 49,974
Change-49,974 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 49,646
Change-49,646 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 48,838
Change-48,838 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 48,671
Change-48,671 (-100%)
Value—
Vennlight Capital Management, LP
N/A
Shares— from 47,600
Change-47,600 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 47,318
Change-47,318 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 47,083
Change-47,083 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 46,407
Change-46,407 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 46,120
Change-46,120 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 45,486
Change-45,486 (-100%)
Value—
Motco
N/A
Shares— from 43,232
Change-43,232 (-100%)
Value—
FIL Ltd
N/A
Shares— from 43,048
Change-43,048 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 42,597
Change-42,597 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 42,412
Change-42,412 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 42,050
Change-42,050 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 41,772
Change-41,772 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 41,174
Change-41,174 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 41,158
Change-41,158 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 40,438
Change-40,438 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 40,034
Change-40,034 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 39,505
Change-39,505 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 38,831
Change-38,831 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 38,508
Change-38,508 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 38,496
Change-38,496 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 38,063
Change-38,063 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 38,049
Change-38,049 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 37,169
Change-37,169 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 36,464
Change-36,464 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 35,355
Change-35,355 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 35,266
Change-35,266 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 35,115
Change-35,115 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 35,083
Change-35,083 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 34,590
Change-34,590 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 34,286
Change-34,286 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 33,875
Change-33,875 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 33,801
Change-33,801 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 33,775
Change-33,775 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 33,676
Change-33,676 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 33,500
Change-33,500 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 33,097
Change-33,097 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 32,795
Change-32,795 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,200
Change-32,200 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 32,044
Change-32,044 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 31,582
Change-31,582 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 31,406
Change-31,406 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 30,800
Change-30,800 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 29,849
Change-29,849 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 29,325
Change-29,325 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 29,187
Change-29,187 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 29,009
Change-29,009 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 28,792
Change-28,792 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 28,778
Change-28,778 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 28,599
Change-28,599 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 28,496
Change-28,496 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 28,480
Change-28,480 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 27,721
Change-27,721 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27,690
Change-27,690 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 27,510
Change-27,510 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 27,332
Change-27,332 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 27,281
Change-27,281 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 27,272
Change-27,272 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 27,143
Change-27,143 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 26,835
Change-26,835 (-100%)
Value—
Simmons Bank
N/A
Shares— from 26,789
Change-26,789 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 26,592
Change-26,592 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 26,585
Change-26,585 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 26,300
Change-26,300 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 25,891
Change-25,891 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,973
Change-24,973 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 24,955
Change-24,955 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 24,755
Change-24,755 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 24,381
Change-24,381 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 24,366
Change-24,366 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 24,280
Change-24,280 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 23,629
Change-23,629 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 23,546
Change-23,546 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 23,267
Change-23,267 (-100%)
Value—
Dockside LLC
N/A
Shares— from 23,248
Change-23,248 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,147
Change-23,147 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 23,101
Change-23,101 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 23,004
Change-23,004 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,966
Change-22,966 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 22,910
Change-22,910 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,744
Change-22,744 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 22,685
Change-22,685 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 22,297
Change-22,297 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 21,437
Change-21,437 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,348
Change-21,348 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 21,279
Change-21,279 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 21,075
Change-21,075 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 21,066
Change-21,066 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 21,051
Change-21,051 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 21,032
Change-21,032 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 20,742
Change-20,742 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 20,696
Change-20,696 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 19,561
Change-19,561 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 19,288
Change-19,288 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 19,154
Change-19,154 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 18,995
Change-18,995 (-100%)
Value—
Boston Partners
N/A
Shares— from 18,664
Change-18,664 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 18,232
Change-18,232 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 18,071
Change-18,071 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 17,944
Change-17,944 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 17,445
Change-17,445 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 17,412
Change-17,412 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 17,410
Change-17,410 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,388
Change-17,388 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 17,345
Change-17,345 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 17,336
Change-17,336 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 17,277
Change-17,277 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,138
Change-17,138 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 16,653
Change-16,653 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 16,522
Change-16,522 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 16,388
Change-16,388 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,377
Change-16,377 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 16,345
Change-16,345 (-100%)
Value—
Capital World Investors
N/A
Shares— from 16,053
Change-16,053 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 16,017
Change-16,017 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 15,836
Change-15,836 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 15,829
Change-15,829 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 15,614
Change-15,614 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 15,493
Change-15,493 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,416
Change-15,416 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 15,341
Change-15,341 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 14,885
Change-14,885 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 14,804
Change-14,804 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 14,774
Change-14,774 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 14,774
Change-14,774 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 14,735
Change-14,735 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 14,412
Change-14,412 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 14,409
Change-14,409 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,370
Change-14,370 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,222
Change-14,222 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 14,138
Change-14,138 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 14,016
Change-14,016 (-100%)
Value—
Prudential PLC
N/A
Shares— from 13,916
Change-13,916 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,898
Change-13,898 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 13,644
Change-13,644 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 13,493
Change-13,493 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 13,398
Change-13,398 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 13,034
Change-13,034 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,010
Change-13,010 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 12,909
Change-12,909 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,761
Change-12,761 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 12,693
Change-12,693 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 12,587
Change-12,587 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 12,458
Change-12,458 (-100%)
Value—
United Bank
N/A
Shares— from 12,432
Change-12,432 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,252
Change-12,252 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 12,046
Change-12,046 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 12,035
Change-12,035 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,670
Change-11,670 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 11,648
Change-11,648 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 11,644
Change-11,644 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 11,636
Change-11,636 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 11,479
Change-11,479 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 11,097
Change-11,097 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 11,044
Change-11,044 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 10,645
Change-10,645 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 10,624
Change-10,624 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,547
Change-10,547 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 10,493
Change-10,493 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 10,405
Change-10,405 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,275
Change-10,275 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Rithm Capital Corp.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 9,929
Change-9,929 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,801
Change-9,801 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,647
Change-9,647 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 9,461
Change-9,461 (-100%)
Value—
Aviva PLC
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 9,340
Change-9,340 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 9,183
Change-9,183 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 9,146
Change-9,146 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 9,123
Change-9,123 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 8,998
Change-8,998 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 8,922
Change-8,922 (-100%)
Value—
Man Group plc
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 8,806
Change-8,806 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 8,790
Change-8,790 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 8,755
Change-8,755 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 8,729
Change-8,729 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 8,658
Change-8,658 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,162
Change-8,162 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Rogco, LP
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,879
Change-7,879 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,687
Change-7,687 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 7,675
Change-7,675 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 7,647
Change-7,647 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 7,502
Change-7,502 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 7,398
Change-7,398 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 7,339
Change-7,339 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 7,213
Change-7,213 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,034
Change-7,034 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,017
Change-7,017 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,777
Change-6,777 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,589
Change-6,589 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,179
Change-6,179 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 6,141
Change-6,141 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 6,005
Change-6,005 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Bank OZK
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,414
Change-5,414 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,169
Change-5,169 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4,937
Change-4,937 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,817
Change-4,817 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
CSS LLC
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,836
Change-3,836 (-100%)
Value—
Centennial Bank
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,405
Change-3,405 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 2,995
Change-2,995 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,586
Change-2,586 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,329
Change-2,329 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,063
Change-2,063 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 991
Change-991 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 888
Change-888 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 862
Change-862 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 828
Change-828 (-100%)
Value—
Toews Corp
N/A
Shares— from 815
Change-815 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 813
Change-813 (-100%)
Value—
Quarry LP
N/A
Shares— from 808
Change-808 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 749
Change-749 (-100%)
Value—
EFG International AG
N/A
Shares— from 718
Change-718 (-100%)
Value—
CNB Bank
N/A
Shares— from 700
Change-700 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 645
Change-645 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 638
Change-638 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 602
Change-602 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 599
Change-599 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 594
Change-594 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 576
Change-576 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 547
Change-547 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 511
Change-511 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 483
Change-483 (-100%)
Value—
S&T Bank
N/A
Shares— from 481
Change-481 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 472
Change-472 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 468
Change-468 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 467
Change-467 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 404
Change-404 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 400
Change-400 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 383
Change-383 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 363
Change-363 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 358
Change-358 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 353
Change-353 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 347
Change-347 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 345
Change-345 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 330
Change-330 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 305
Change-305 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 277
Change-277 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 241
Change-241 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 180
Change-180 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 162
Change-162 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 100
Change-100 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 74
Change-74 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 72
Change-72 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 47
Change-47 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 24
Change-24 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 15
Change-15 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Allspring Global Investments Holdings, LLC
INCREASED4,663,2494,545,122+118,127+3%$613.8M$558.4M-$55.4M2026-11-04
Citigroup Inc
DECREASED4,077,9584,363,855-285,897-7%$597.0M$483.8M-$113.2M2026-11-04
Bank of New York Mellon Corp
DECREASED3,593,1263,621,775-28,649-1%$495.5M$426.3M-$69.2M2026-11-05
Pictet Asset Management Holding SA
INCREASED2,957,2602,778,462+178,798+6%$380.1M$350.8M-$29.3M2026-11-03
Dimensional Fund Advisors LP
INCREASED1,881,8761,855,418+26,458+1%$253.9M$223.3M-$30.6M2026-11-04
Antipodes Partners Ltd
DECREASED1,686,5741,699,356-12,782-1%$232.5M$200.1M-$32.4M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,479,7471,372,661+107,086+8%$187.8M$175.6M-$12.2M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,283,1111,388,960-105,849-8%$190.0M$152.2M-$37.8M2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED874,117933,494-59,377-6%$127.7M$103.7M-$24.0M2026-11-03
Assenagon Asset Management S.A.
INCREASED799,36392,712+706,651+762%$12.7M$94.8M+$82.2M2026-10-15
Ferguson Wellman Capital Management, Inc
DECREASED700,054903,792-203,738-23%$123.6M$83.1M-$40.6M2026-10-05
ProShare Advisors LLC
INCREASED612,026596,317+15,709+3%$81.6M$72.6M-$9.0M2026-10-29
Principal Financial Group Inc
DECREASED585,830660,006-74,176-11%$90.3M$69.5M-$20.8M2026-11-02
Creative Planning
INCREASED554,906453,339+101,567+22%$62.0M$65.8M+$3.8M2026-11-02
Strs Ohio
DECREASED540,920551,015-10,095-2%$75.4M$64.2M-$11.2M2026-10-30
Vaughan David Investments LLC
INCREASED488,395480,647+7,748+2%$65.8M$57.9M-$7.8M2026-11-05
Neos Investment Management LLC
INCREASED466,441421,913+44,528+11%$57.7M$55.3M-$2.4M2026-11-04
MacKenzie Financial Corp
DECREASED460,239648,949-188,710-29%$88.8M$54.6M-$34.2M2026-11-02
Eastern Bank
INCREASED431,974424,212+7,762+2%$58.0M$51.2M-$6.8M2026-10-05
Fifth Third Bancorp
INCREASED411,349407,988+3,361+1%$55.8M$48.8M-$7.0M2026-11-05
ZWJ Investment Counsel Inc
INCREASED406,156392,706+13,450+3%$53.7M$48.2M-$5.5M2026-10-15
Mirae Asset Global Investments Co., Ltd.
INCREASED405,625357,930+47,695+13%$49.0M$48.1M-$845.1K2026-11-03
New York State Teachers Retirement System
DECREASED400,499427,498-26,999-6%$58.5M$47.5M-$11.0M2026-10-22
Welch Group, LLC
INCREASED394,440384,533+9,907+3%$52.6M$46.8M-$5.8M2026-10-29
Nexus Investment Management ULC
DECREASED387,904388,079-1750%$53.1M$46.0M-$7.1M2026-10-27
Gateway Investment Advisers LLC
INCREASED379,020374,864+4,156+1%$51.3M$45.0M-$6.3M2026-10-13
CIBC Asset Management Inc
DECREASED376,692397,756-21,064-5%$54.4M$44.7M-$9.7M2026-11-05
Old Republic International Corp
DECREASED320,500367,100-46,600-13%$50.2M$38.0M-$12.2M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED319,858282,817+37,041+13%$35.9M$36.8M+$900.5K2026-10-13
Virginia Retirement Systems ET Al
UNCHANGED314,500314,50000%$43.0M$37.3M-$5.7M2026-10-28
Tema Etfs LLC
INCREASED307,749260,961+46,788+18%$35.7M$36.5M+$809.3K2026-10-16
Regions Financial Corp
INCREASED294,818291,290+3,528+1%$39.9M$35.0M-$4.9M2026-11-05
Stack Financial Management, Inc
DECREASED280,982281,488-5060%$38.5M$33.3M-$5.2M2026-11-02
Asset Management One Co., Ltd.
INCREASED268,081264,249+3,832+1%$36.2M$31.8M-$4.3M2026-10-27
Truist Financial Corp
INCREASED250,488248,363+2,125+1%$34.0M$29.7M-$4.3M2026-10-30
GW Henssler & Associates LTD
DECREASED235,001301,784-66,783-22%$41.3M$27.9M-$13.4M2026-10-26
DekaBank Deutsche Girozentrale
INCREASED229,014131,773+97,241+74%$17.1K$27.4M+$27.4M2026-10-27
Cullen T Bankers, Inc.
DECREASED226,710273,608-46,898-17%$37.4M$26.9M-$10.5M2026-10-28
Commonwealth Equity Services, LLC
DECREASED214,861234,610-19,749-8%$32.1M$25.5M-$6.6M2026-11-02
TD Waterhouse Canada Inc.
DECREASED211,127211,586-4590%$28.6M$25.3M-$3.3M2026-10-16
US Bancorp \de\
INCREASED209,268208,156+1,112+1%$28.5M$24.8M-$3.7M2026-11-05
Willis Investment Counsel
UNCHANGED203,038203,03800%$27.8M$24.1M-$3.7M2026-10-20
Godsey & Gibb, Inc
INCREASED198,706194,184+4,522+2%$26.6M$23.6M-$3.0M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED188,509187,617+892+0%$25.7M$22.4M-$3.3M2026-11-02
Matrix Asset Advisors Inc
INCREASED179,543154,488+25,055+16%$21.1M$21.3M+$165.5K2026-10-13
IFM Investors Pty Ltd
INCREASED179,078161,026+18,052+11%$22.0M$21.2M-$784.2K2026-10-14
State of New Jersey Common Pension Fund D
UNCHANGED173,583173,58300%$23.7M$20.6M-$3.2M2026-11-05
Illinois Municipal Retirement Fund
INCREASED172,266156,083+16,183+10%$21.4M$20.4M-$916.1K2026-11-05
Waters Parkerson & Co., LLC
INCREASED163,076128,150+34,926+27%$17.5M$19.3M+$1.8M2026-11-04
Mn Services Vermogensbeheer B.V.
UNCHANGED158,325158,32500%$21.7M$18.8M-$2.9M2026-10-08
Kestra Advisory Services, LLC
INCREASED156,920130,740+26,180+20%$17.9M$18.6M+$730.4K2026-11-02
Czech National Bank
INCREASED156,418154,873+1,545+1%$21.2M$18.6M-$2.6M2026-10-13
Daiwa Securities Group Inc.
DECREASED155,621212,161-56,540-27%$29.0M$18.5M-$10.6M2026-10-29
Arizona State Retirement System
DECREASED150,613150,828-2150%$20.6M$17.9M-$2.8M2026-11-03
Randolph Co Inc
INCREASED146,915146,602+313+0%$20.1M$17.4M-$2.6M2026-10-23
Rakuten Investment Management, Inc.
NEW144,920—+144,920——$17.3M—2026-10-30
Allen Mooney & Barnes Investment Advisors LLC
INCREASED144,228142,926+1,302+1%$19.6M$17.1M-$2.4M2026-10-08
Gradient Investments LLC
INCREASED136,900121,230+15,670+13%$16.6M$16.2M-$343.7K2026-10-08
State of Michigan Retirement System
DECREASED136,758139,358-2,600-2%$19.1M$16.2M-$2.8M2026-10-27
Calamos Advisors LLC
INCREASED135,491132,750+2,741+2%$18.2M$16.1M-$2.1M2026-11-02
Heathbridge Capital Management Ltd.
DECREASED130,300131,600-1,300-1%$18.0M$15.5M-$2.5M2026-10-29
F&V Capital Management, LLC
DECREASED128,953130,598-1,645-1%$17.9M$15.3M-$2.6M2026-10-19
Edgemoor Investment Advisors, Inc.
DECREASED121,543123,349-1,806-1%$16.9M$14.4M-$2.5M2026-11-03
Retirement Systems of Alabama
DECREASED114,165114,304-1390%$15.6M$13.5M-$2.1M2026-11-04
Foster Victor Wealth Advisors, LLC
INCREASED111,501108,870+2,631+2%$14.7M$13.9M-$784.5K2026-10-21
GF Fund Management Co. Ltd.
DECREASED108,239109,882-1,643-1%$15.0M$12.8M-$2.2M2026-10-26
Bokf, NA
DECREASED107,083128,246-21,163-16%$17.5M$12.7M-$4.8M2026-10-27
Xponance LLC
INCREASED102,94295,384+7,558+8%$13.0M$12.2M-$836.4K2026-11-03
General American Investors Co Inc
UNCHANGED100,000100,00000%$13.7M$11.9M-$1.8M2026-11-02
HUB Investment Partners, LLC
INCREASED99,38385,075+14,308+17%$11.6M$11.8M+$151.7K2026-11-03
Swiss Life Asset Management Ltd
DECREASED98,400107,090-8,690-8%$14.7M$11.7M-$3.0M2026-11-03
Atria Investments, Inc
INCREASED95,00383,365+11,638+14%$11.4M$11.3M-$134.0K2026-10-15
Midwest Trust Co
INCREASED94,64493,418+1,226+1%$12.8M$11.2M-$1.6M2026-10-22
Amalgamated Bank
DECREASED92,19894,986-2,788-3%$13.0M$10.9M-$2.1M2026-10-23
First American Bank
DECREASED90,11393,824-3,711-4%$12.8M$10.7M-$2.1M2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED85,81386,134-3210%$11.8M$10.2M-$1.6M2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED85,73985,612+127+0%$11.7M$10.2M-$1.5M2026-10-20
Stolper Co
INCREASED84,43883,895+543+1%$11.5M$10.0M-$1.5M2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED79,57643,708+35,868+82%$5.8M$10.5M+$4.7M2026-10-29
Salem Investment Counselors Inc
DECREASED79,36382,294-2,931-4%$11.3M$9.4M-$1.8M2026-10-13
New York Life Investment Management LLC
DECREASED75,69575,783-880%$10.4M$9.0M-$1.4M2026-11-04
Goelzer Investment Management, Inc.
DECREASED74,59775,863-1,266-2%$10.4M$8.9M-$1.5M2026-10-16
Oppenheimer Asset Management Inc.
INCREASED74,52167,385+7,136+11%$9.2M$8.8M-$377.8K2026-10-27
Soltis Investment Advisors LLC
DECREASED73,70681,719-8,013-10%$11.2M$8.7M-$2.4M2026-10-28
Lido Advisors, LLC
DECREASED73,13874,857-1,719-2%$10.2M$8.7M-$1.6M2026-11-04
Venture Visionary Partners LLC
INCREASED71,86266,046+5,816+9%$9.0M$8.5M-$510.0K2026-10-07
UniSuper Management Pty Ltd
INCREASED68,63160,131+8,500+14%$8.2M$8.1M-$84.1K2026-10-26
Yousif Capital Management, LLC
INCREASED67,84867,083+765+1%$9.2M$8.0M-$1.1M2026-10-22
Eastover Investment Advisors LLC
INCREASED66,90066,182+718+1%$9.1M$7.9M-$1.1M2026-10-05
Oregon Public Employees Retirement Fund
DECREASED66,88166,906-250%$9.2M$7.9M-$1.2M2026-10-30
Farmers & Merchants Investments Inc
INCREASED66,74265,496+1,246+2%$9.0M$7.9M-$1.0M2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED66,43068,920-2,490-4%$9.4M$7.9M-$1.5M2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED65,26756,053+9,214+16%$7.7M$7.7M+$74.7K2026-10-13
Wesbanco Bank Inc
DECREASED64,68565,204-519-1%$8.9M$7.7M-$1.2M2026-11-04
Ellsworth Advisors, LLC
INCREASED64,12861,042+3,086+5%$8.1M$7.6M-$479.9K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED63,87852,617+11,261+21%$7.2M$7.6M+$379.8K2026-10-16
RWC Asset Management LLP
UNCHANGED63,52063,52000%$8.7M$7.5M-$1.2M2026-10-22
iA Global Asset Management Inc.
DECREASED62,40678,185-15,779-20%$10.7M$7.4M-$3.3M2026-10-29
Meyer Handelman Co
DECREASED61,97262,329-357-1%$8.5M$7.4M-$1.2M2026-10-28
Carret Asset Management, LLC
DECREASED61,75961,914-1550%$8.5M$7.3M-$1.1M2026-11-04
Slocum, Gordon & Co LLP
DECREASED61,69563,800-2,105-3%$8.7M$7.3M-$1.4M2026-10-19
Louisiana State Employees Retirement System
DECREASED61,10062,800-1,700-3%$8.6M$7.2M-$1.3M2026-10-20
CoreCap Advisors, LLC
INCREASED61,07554,003+7,072+13%$7.4M$7.2M-$142.2K2026-10-08
American Assets Investment Management, LLC
UNCHANGED60,00060,00000%$8.2M$7.1M-$1.1M2026-10-30
Cushing Asset Management, LP dba NXG Investment Management
UNCHANGED60,00060,00000%$8.2M$7.1M-$1.1M2026-10-26
TrueMark Investments, LLC
DECREASED59,36274,758-15,396-21%$10.2M$7.0M-$3.2M2026-11-05
KBC Group NV
INCREASED59,32654,209+5,117+9%$7.4M$7.0M-$378.0K2026-10-22
Telos Capital Management, Inc.
INCREASED59,03858,400+638+1%$8.0M$7.0M-$985.4K2026-11-02
Beaumont Financial Advisors, LLC
DECREASED58,87158,993-1220%$8.1M$7.0M-$1.1M2026-10-22
HB Wealth Management, LLC
INCREASED57,87044,065+13,805+31%$6.0M$6.9M+$837.1K2026-10-23
Oppenheimer & Co Inc
DECREASED57,65359,170-1,517-3%$8.1M$6.8M-$1.3M2026-10-26
Keybank National Association
INCREASED57,57754,306+3,271+6%$7.4M$6.8M-$598.7K2026-11-04
Howard Capital Management, LLC
INCREASED56,38954,390+1,999+4%$7.4M$6.7M-$751.1K2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED55,69856,302-604-1%$7.7M$6.6M-$1.1M2026-10-05
Mutual of America Capital Management LLC
DECREASED55,68156,069-388-1%$7.7M$6.6M-$1.1M2026-10-23
First National Trust Co
DECREASED55,39256,857-1,465-3%$7.8M$6.6M-$1.2M2026-10-28
Assetmark, Inc
INCREASED55,30952,079+3,230+6%$7.1M$6.6M-$563.1K2026-10-21
Kestra Private Wealth Services, LLC
DECREASED55,15656,760-1,604-3%$7.8M$6.5M-$1.2M2026-10-30
Carnegie Investment Counsel
INCREASED52,05951,553+506+1%$7.1M$6.2M-$876.7K2026-10-20
Hollow Brook Wealth Management LLC
DECREASED51,64055,652-4,012-7%$7.6M$6.1M-$1.5M2026-10-29
State of Alaska, Department of Revenue
DECREASED51,57253,312-1,740-3%$7.3M$6.1M-$1.2M2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED51,54551,54500%$7.1M$6.1M-$937.0K2026-11-05
Profund Advisors LLC
DECREASED51,02554,531-3,506-6%$7.5M$6.1M-$1.4M2026-10-29
Nisa Investment Advisors, LLC
DECREASED50,81854,328-3,510-6%$7.4M$6.0M-$1.4M2026-10-20
Capital Investment Advisors, LLC
DECREASED49,95551,813-1,858-4%$7.1M$5.9M-$1.2M2026-10-22
Highland Capital Management, LLC
DECREASED49,81850,393-575-1%$6.9M$5.9M-$983.9K2026-10-26
SpringVest Wealth Management LLC
DECREASED49,25449,687-433-1%$6.8M$5.8M-$954.2K2026-10-27
Axxcess Wealth Management, LLC
INCREASED48,61846,134+2,484+5%$6.3M$5.8M-$543.5K2026-10-21
Strategic Planning Group, LLC
INCREASED48,06245,985+2,077+5%$6.3M$5.7M-$589.2K2026-10-22
Vise Technologies, Inc.
NEW47,060—+47,060——$5.6M—2026-10-29
Meiji Yasuda America Inc
INCREASED46,43339,093+7,340+19%$5.3M$5.5M+$160.5K2026-10-22
Romano Brothers and Company
DECREASED45,59045,905-315-1%$6.3M$5.4M-$871.5K2026-10-22
Pittenger & Anderson Inc
INCREASED45,45045,280+170+0%$6.2M$5.4M-$802.6K2026-11-02
Joseph Group Capital Management
INCREASED45,44239,115+6,327+16%$5.4M$5.4M+$40.0K2026-11-04
James Investment Research, Inc.
DECREASED45,42246,422-1,000-2%$6.4M$5.4M-$962.1K2026-10-22
Community Financial Services Group, LLC
DECREASED44,46444,632-1680%$6.0M$5.3M-$703.0K2026-10-15
TD Private Client Wealth LLC
DECREASED44,38544,580-1950%$6.1M$5.3M-$833.2K2026-10-28
Gulf International Bank (UK) Ltd
UNCHANGED44,23444,23400%$6.1M$5.2M-$804.0K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED44,17937,178+7,001+19%$5.1M$5.2M+$155.1K2026-11-03
Sitrin Capital Management LLC
NEW44,171—+44,171——$5.2M—2026-10-19
D.A. Davidson & Co.
DECREASED43,36751,879-8,512-16%$7.1M$5.1M-$2.0M2026-10-28
Union Bancaire Privee, UBP SA
DECREASED42,863107,049-64,186-60%$13.3M$4.6M-$8.7M2026-11-04
Sterling Capital Management LLC
DECREASED42,28282,716-40,434-49%$11.3M$5.0M-$6.3M2026-10-22
Wakefield Asset Management Lllp
INCREASED42,26341,419+844+2%$5.7M$5.0M-$652.5K2026-11-05
Ledyard National Bank
DECREASED41,72542,285-560-1%$5.8M$5.0M-$834.8K2026-10-21
B. Metzler seel. Sohn & Co. AG
DECREASED41,66546,665-5,000-11%$6.4M$4.9M-$1.4M2026-10-30
Alps Advisors Inc
DECREASED41,64943,241-1,592-4%$5.9M$4.9M-$974.6K2026-11-03
Exchange Traded Concepts, LLC
INCREASED41,39429,061+12,333+42%$4.0M$4.9M+$935.1K2026-10-28
Valley Wealth Managers, Inc.
INCREASED41,12040,328+792+2%$5.5M$4.9M-$638.8K2026-10-09
Allen Capital Group, LLC
DECREASED40,41141,195-784-2%$5.6M$4.8M-$841.5K2026-10-27
RBA Wealth Management, LLC
INCREASED40,22239,686+536+1%$5.4M$4.8M-$657.5K2026-10-28
Mesirow Financial Investment Management, Inc.
DECREASED39,75441,317-1,563-4%$5.7M$4.7M-$935.5K2026-11-05
Hendley & Co Inc
DECREASED39,34739,522-1750%$5.4M$4.7M-$739.0K2026-10-29
Knights of Columbus Asset Advisors LLC
INCREASED39,23638,935+301+1%$5.3M$4.7M-$671.7K2026-11-05
Capital City Trust Co
DECREASED39,21139,253-420%$5.4M$4.7M-$718.2K2026-10-22
Legacy Financial Independent Advisors LLC
INCREASED38,83738,757+80+0%$5.3M$4.6M-$694.7K2026-11-02
Robeco Institutional Asset Management B.V.
DECREASED38,52455,829-17,305-31%$7.6M$4.6M-$3.1M2026-10-20
J.W. Cole Advisors, Inc.
DECREASED38,21539,242-1,027-3%$5.4M$4.5M-$834.8K2026-11-05
Park Avenue Securities LLC
INCREASED37,23737,113+124+0%$5.1M$4.4M-$659.0K2026-10-26
Miller Howard Investments Inc
INCREASED36,90036,648+252+1%$5.0M$4.4M-$636.0K2026-10-26
North Star Investment Management Corp.
INCREASED35,94435,308+636+2%$4.8M$4.3M-$566.1K2026-10-27
AGF Management LTD
INCREASED35,88634,035+1,851+5%$4.7M$4.3M-$398.8K2026-11-03
Davidson Capital Management Inc.
INCREASED35,81734,958+859+2%$4.8M$4.2M-$533.3K2026-10-15
Jeppson Wealth Management, LLC
INCREASED35,27734,666+611+2%$4.7M$4.2M-$557.4K2026-10-20
First Pacific Financial
INCREASED35,27634,730+546+2%$4.8M$4.2M-$566.4K2026-10-14
Advisors Management Group Inc
INCREASED35,13234,682+450+1%$4.7M$4.2M-$576.0K2026-11-05
Eagle Global Advisors LLC
INCREASED34,83734,828+9+0%$4.8M$4.1M-$631.8K2026-11-02
Farther Finance Advisors, LLC
INCREASED34,34328,785+5,558+19%$3.9M$4.1M+$135.6K2026-10-08
Maryland State Retirement & Pension System
INCREASED33,62929,241+4,388+15%$4.0M$4.0M-$10.7K2026-11-05
Ascent Group, LLC
INCREASED33,20532,913+292+1%$4.5M$3.9M-$563.4K2026-10-30
Apollon Wealth Management, LLC
INCREASED33,14530,201+2,944+10%$4.1M$3.9M-$199.5K2026-10-23
Principle Wealth Partners LLC
INCREASED33,03033,014+16+0%$4.5M$3.9M-$597.9K2026-11-02
Alpha Omega Wealth Management LLC
INCREASED32,82432,774+50+0%$4.5M$3.9M-$589.7K2026-10-23
Gamma Investing LLC
INCREASED32,71732,204+513+2%$4.4M$3.9M-$524.2K2026-10-08
Smith Salley Wealth Management
INCREASED32,35931,251+1,108+4%$4.3M$3.8M-$436.4K2026-11-03
Gryphon Financial Partners LLC
INCREASED31,99331,830+163+1%$4.4M$3.8M-$559.0K2026-11-04
Rockline Wealth Management, LLC
DECREASED31,81532,221-406-1%$4.4M$3.8M-$633.7K2026-10-26
Pinnacle Associates LTD
DECREASED31,20031,951-751-2%$4.4M$3.7M-$669.6K2026-10-20
Nations Financial Group Inc,
INCREASED31,08930,067+1,022+3%$4.1M$3.7M-$425.1K2026-11-05
Harrison Street Private Wealth LLC
INCREASED30,80724,806+6,001+24%$3.4M$3.7M+$261.2K2026-10-26
Plan Group Financial, LLC
INCREASED30,54026,185+4,355+17%$3.6M$3.9M+$302.9K2026-10-22
Enhancing Capital LLC
UNCHANGED30,30030,30000%$4.1M$3.6M-$550.6K2026-10-26
Thrivent Financial for Lutherans
DECREASED30,05535,262-5,207-15%$4.8M$3.6M-$1.3M2026-11-05
Brookstone Capital Management
INCREASED29,75529,119+636+2%$4.0M$3.5M-$453.6K2026-10-22
Pathway Financial Advisers, LLC
DECREASED29,49029,787-297-1%$4.1M$3.5M-$576.5K2026-10-27
Eliot Finkel Investment Counsel, LLC
DECREASED29,48429,504-200%$4.0M$3.5M-$538.5K2026-11-03
Prospera Financial Services Inc
INCREASED29,34428,342+1,002+4%$3.9M$3.8M-$56.8K2026-11-04
Hartford Investment Management Co
DECREASED29,06130,046-985-3%$4.1M$3.4M-$662.8K2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED28,38627,059+1,327+5%$3.7M$3.4M-$334.2K2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED28,10484,211-56,107-67%$11.5M$3.3M-$8.2M2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED27,92226,893+1,029+4%$3.7M$3.3M-$366.5K2026-11-05
Cypress Capital Group
DECREASED27,54928,153-604-2%$3.9M$3.3M-$583.2K2026-11-03
Citizens National Bank Trust Department
DECREASED27,02327,024-10%$3.7M$3.2M-$491.1K2026-11-04
New Mexico Educational Retirement Board
UNCHANGED26,93826,93800%$3.7M$3.2M-$489.0K2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED26,83926,630+209+1%$3.6M$3.2M-$459.2K2026-10-20
Davenport & Co LLC
DECREASED26,63527,654-1,019-4%$3.8M$3.2M-$623.4K2026-10-14
TKG Advisors, LLC
INCREASED26,45610,921+15,535+142%$1.5M$3.1M+$1.6M2026-11-02
Guardian Partners Inc.
DECREASED26,43326,518-850%$3.6M$3.1M-$491.9K2026-10-21
SteelPeak Wealth, LLC
DECREASED25,76230,784-5,022-16%$4.2M$3.1M-$1.2M2026-10-16
G&S Capital LLC
INCREASED25,39911,584+13,815+119%$1.6M$3.0M+$1.4M2026-10-23
Elemental Capital Partners LLC
INCREASED24,60324,413+190+1%$3.3M$2.9M-$421.0K2026-10-14
Strategic Blueprint, LLC
DECREASED24,31224,424-1120%$3.3M$2.9M-$457.1K2026-10-22
Polaris Financial Partners
NEW23,992—+23,992——$2.9K—2026-10-02
Choreo, LLC
INCREASED23,41821,286+2,132+10%$2.9M$2.8M-$133.9K2026-10-28
Advanced Asset Management Advisors Inc
UNCHANGED23,22523,22500%$3.2M$2.8M-$422.0K2026-10-20
Wedbush Securities Inc
INCREASED22,66521,469+1,196+6%$2.9M$2.7M-$248.0K2026-10-22
Jamison Private Wealth Management, Inc.
INCREASED21,72820,368+1,360+7%$2.8M$2.6M-$208.8K2026-10-14
Investment Partners, Ltd.
INCREASED21,68817,792+3,896+22%$2.4M$2.6M+$139.0K2026-10-29
Granite Group Advisors, LLC
DECREASED21,61922,047-428-2%$3.0M$2.6M-$451.4K2026-10-14
First Horizon Corp
DECREASED21,48021,669-189-1%$3.0M$2.5M-$416.1K2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED20,98914,191+6,798+48%$1.9M$2.5M+$548.7K2026-10-27
Trust Co of Toledo NA
DECREASED20,96620,967-10%$2.9M$2.5M-$381.1K2026-10-16
Crossmark Global Holdings, Inc.
DECREASED20,77522,324-1,549-7%$3.1M$2.5M-$589.4K2026-10-21
First Bank & Trust
DECREASED20,70421,062-358-2%$2.9M$2.5M-$425.2K2026-10-19
Koshinski Asset Management, Inc.
INCREASED20,59120,470+121+1%$2.8M$2.4M-$357.6K2026-10-29
LS Investment Advisors, LLC
INCREASED19,99511,905+8,090+68%$1.6M$2.4M+$743.5K2026-10-13
International Private Wealth Advisors LLC
INCREASED19,91010,170+9,740+96%$1.4M$2.4M+$970.8K2026-11-05
Sigma Planning Corp
INCREASED19,86018,080+1,780+10%$2.5M$2.4M-$117.2K2026-10-23
Norden Group LLC
DECREASED19,50120,013-512-3%$2.7M$2.3M-$424.4K2026-10-20
Solitude Financial Services
INCREASED19,49518,687+808+4%$2.6M$2.3M-$243.7K2026-10-26
Larson Financial Group LLC
INCREASED19,47519,455+20+0%$2.7M$2.3M-$351.2K2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED19,25418,173+1,081+6%$2.4M$2.4M-$77.3K2026-10-13
Brighton Jones LLC
INCREASED19,25418,426+828+4%$2.5M$2.3M-$236.6K2026-11-03
HBW Advisory Services LLC
DECREASED19,06122,172-3,111-14%$3.0M$2.3M-$772.0K2026-10-15
PKO Investment Management Joint-Stock Co
INCREASED19,00017,000+2,000+12%$2.3M$2.3M-$71.6K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED18,97616,620+2,356+14%$2.3M$2.3M-$22.6K2026-10-23
Perigon Wealth Management, LLC
DECREASED18,41923,590-5,171-22%$3.2M$2.2M-$1.0M2026-10-22
China Universal Asset Management Co., Ltd.
INCREASED18,34516,383+1,962+12%$2.2M$2.2M-$52.8K2026-10-28
Apollon Financial, LLC
INCREASED18,24716,731+1,516+9%$2.3M$2.2M-$124.2K2026-10-23
Spirit of America Management Corp
INCREASED18,20017,950+250+1%$2.5M$2.2M-$296.5K2026-10-14
MGO One Seven LLC
DECREASED18,16820,850-2,682-13%$2.9M$2.2M-$697.0K2026-10-28
Altus Wealth Group LLC
DECREASED17,88717,949-620%$2.5M$2.1M-$333.5K2026-10-20
Accurate Wealth Management, LLC
INCREASED17,72514,857+2,868+19%$2.0M$2.2M+$215.1K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED17,62416,282+1,342+8%$2.2M$2.1M-$136.6K2026-10-21
LFG Wealth Partners, LLC
INCREASED17,3888,107+9,281+114%$1.1M$2.1M+$953.8K2026-10-28
Signaturefd, LLC
INCREASED16,97713,663+3,314+24%$1.9M$2.0M+$145.0K2026-10-23
CX Institutional
DECREASED16,80816,824-160%$2.3M$2.0K-$2.3M2026-10-02
North Dakota State Investment Board
INCREASED16,68515,909+776+5%$2.2M$2.0M-$197.0K2026-10-27
Kornitzer Capital Management Inc
DECREASED16,60916,613-40%$2.3M$2.0M-$302.3K2026-11-03
Central Trust Co
INCREASED16,38315,964+419+3%$2.2M$1.9M-$240.3K2026-11-05
Quadrant Capital Group LLC
INCREASED16,26116,210+51+0%$2.2M$2.0M-$174.5K2026-10-20
Measured Risk Portfolios, Inc.
INCREASED16,13015,891+239+2%$2.2M$1.9M-$260.4K2026-10-21
Vontobel Holding Ltd.
INCREASED16,08916,051+38+0%$2.2M$1.9M-$287.1K2026-10-16
Diversify Wealth Management, LLC
INCREASED16,01510,712+5,303+50%$1.4M$2.0M+$559.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED16,01510,712+5,303+50%$1.4M$2.0M+$559.5K2026-10-20
Ethic Inc.
INCREASED15,82114,385+1,436+10%$2.0M$1.9M-$91.0K2026-11-03
NTV Asset Management LLC
DECREASED15,65015,722-720%$2.2M$1.9M-$294.1K2026-10-23
Private Trust Co NA
DECREASED15,59316,649-1,056-6%$2.3M$1.8M-$427.8K2026-10-20
Machina Capital S.A.S.
INCREASED15,4369,265+6,171+67%$1.3M$1.8M+$563.8K2026-11-05
Gilliland Jeter Wealth Management LLC
UNCHANGED15,34815,34800%$2.1M$1.8M-$278.9K2026-10-28
Equitable Trust Co
INCREASED15,32815,169+159+1%$2.1M$1.8M-$256.8K2026-10-13
Hixon Zuercher, LLC
INCREASED15,27515,223+52+0%$2.1M$1.8M-$270.5K2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED15,19415,897-703-4%$2.2M$1.8M-$372.3K2026-10-22
Cherokee Insurance Co
UNCHANGED15,00015,00000%$2.1M$1.8M-$272.6K2026-11-05
Constitution Capital LLC
DECREASED14,99521,545-6,550-30%$2.9M$1.8M-$1.2M2026-10-23
Atlantic Edge Private Wealth Management, LLC
DECREASED14,95715,726-769-5%$2.2M$1.8M-$377.0K2026-10-20
GS Investments, Inc.
INCREASED14,71514,695+20+0%$2.0M$1.7M-$264.6K2026-11-05
Archer Investment Corp
UNCHANGED14,69914,69900%$2.0M$1.7M-$267.1K2026-11-05
Confluence Wealth Services, Inc.
INCREASED14,59610,950+3,646+33%$1.5M$1.7M+$233.6K2026-11-05
Meridian Investment Counsel Inc.
DECREASED14,57516,590-2,015-12%$2.3M$1.7M-$540.5K2026-10-14
Courier Capital LLC
DECREASED14,53915,014-475-3%$2.1M$1.7M-$329.2K2026-10-19
Searle & Co.
DECREASED14,41015,410-1,000-6%$2.1M$1.7M-$398.6K2026-11-04
Citizens Financial Group Inc
INCREASED14,25311,520+2,733+24%$1.6M$1.7M+$114.9K2026-10-23
First Business Financial Services, Inc.
INCREASED14,18213,845+337+2%$1.9M$1.7M-$211.6K2026-10-29
Mirador Capital Partners LP
INCREASED14,14012,630+1,510+12%$1.7M$1.7M-$50.3K2026-10-09
Columbia Asset Management
INCREASED13,94613,521+425+3%$1.8M$1.7M-$195.2K2026-10-19
Claro Advisors Inc.
INCREASED13,94312,994+949+7%$1.8M$1.7M-$123.5K2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED13,92314,323-400-3%$2.0M$1.7M-$307.7K2026-11-03
Probity Advisors, Inc.
INCREASED13,76613,728+38+0%$1.9M$1.6M-$244.9K2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED13,57214,246-674-5%$1.9M$1.6M-$338.8K2026-10-23
Sterling Investment Counsel, LLC
INCREASED13,51513,355+160+1%$1.8M$1.6M-$223.7K2026-10-19
StoneX Group Inc.
DECREASED13,34513,669-324-2%$1.9M$1.6M-$285.8K2026-11-03
FCG Investment Co
INCREASED12,85511,235+1,620+14%$1.5M$1.5M-$11.9K2026-10-13
Convergence Investment Partners, LLC
INCREASED12,73510,518+2,217+21%$1.4M$1.5M+$72.0K2026-10-28
Greenleaf Trust
INCREASED12,62511,485+1,140+10%$1.6M$1.5M-$73.4K2026-10-29
Marino, Stram & Associates LLC
INCREASED12,58312,577+6+0%$1.7M$1.5M-$227.9K2026-10-22
Wedmont Private Capital
INCREASED12,5699,370+3,199+34%$1.3M$1.5M+$268.5K2026-10-09
LVW Advisors, LLC
DECREASED12,45812,538-80-1%$1.7M$1.5M-$237.3K2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED12,44012,785-345-3%$1.7M$1.5M-$273.2K2026-10-23
Rudd Co d/b/a Styre Wealth
NEW12,398—+12,398——$1.5M—2026-10-29
Laurion Capital Management LP
NEW12,339—+12,339——$1.5M—2026-10-30
Parsons Capital Management Inc
INCREASED12,32512,104+221+2%$1.7M$1.5M-$193.7K2026-10-28
NovaPoint Capital, LLC
DECREASED12,32212,652-330-3%$1.7M$1.5M-$269.0K2026-10-22
Spire Wealth Management
INCREASED12,0644,423+7,641+173%$605.1K$1.4M+$826.1K2026-10-30
Praxis Investment Management Inc
UNCHANGED11,98011,98000%$1.6M$1.4M-$218.0K2026-11-03
AGP Franklin, LLC
INCREASED11,9729,848+2,124+22%$1.3M$1.4M+$73.0K2026-11-04
Frank, Rimerman Advisors LLC
INCREASED11,97111,696+275+2%$1.6M$1.4M-$179.9K2026-10-16
Sagespring Wealth Partners, LLC
DECREASED11,76512,157-392-3%$1.7M$1.4M-$267.4K2026-10-22
Golden State Wealth Management, LLC
DECREASED11,74411,834-90-1%$1.6M$1.4M-$225.6K2026-11-02
Klein Pavlis & Peasley Financial, Inc.
INCREASED11,74210,960+782+7%$1.5M$1.4M-$106.4K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED11,51111,231+280+2%$1.5M$1.4M-$170.1K2026-10-14
Paradigm Asset Management Co LLC
DECREASED11,50012,700-1,200-9%$1.7M$1.4M-$373.1K2026-11-05
Marion Wealth Management
INCREASED11,41611,053+363+3%$1.5M$1.4M-$157.7K2026-10-22
Retirement Guys Formula LLC
DECREASED11,25511,276-210%$1.5M$1.3M-$207.3K2026-10-26
Victory Financial Group, LLC
INCREASED11,2148,819+2,395+27%$1.2M$1.3M+$123.9K2026-10-27
Apella Capital, LLC
INCREASED11,1838,445+2,738+32%$1.2M$1.4M+$203.9K2026-10-08
Compound Planning, Inc.
DECREASED11,17711,245-68-1%$1.5M$1.3M-$212.2K2026-11-05
ARS Investment Partners, LLC
UNCHANGED11,15711,15700%$1.5M$1.3M-$202.7K2026-11-05
SS&H Financial Advisors, Inc.
DECREASED11,12311,423-300-3%$1.6M$1.3M-$243.0K2026-10-28
Certified Advisory Corp
DECREASED11,00311,250-247-2%$1.5M$1.3M-$233.7K2026-10-29
First Citizens Bank & Trust Co
INCREASED10,9865,818+5,168+89%$796.0K$1.3M+$507.4K2026-10-14
Candriam S.C.A.
UNCHANGED10,92210,92200%$1.5M$1.3M-$192.3K2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED10,75710,923-166-2%$1.5M$1.3M-$218.2K2026-11-02
Bfsg, LLC
DECREASED10,71810,955-237-2%$1.5M$1.3M-$227.1K2026-10-30
First National Bank of Mount Dora, Trust Investment Services
DECREASED10,69710,737-400%$1.5M$1.3M-$199.8K2026-10-21
Waycross Partners, LLC
INCREASED10,5384,180+6,358+152%$571.9K$1.3M+$678.4K2026-11-03
Parallel Advisors, LLC
INCREASED10,53710,013+524+5%$1.4M$1.3M-$119.8K2026-11-03
Portside Wealth Group, LLC
INCREASED10,4999,786+713+7%$1.3M$1.2M-$93.2K2026-10-20
Glenview Trust Co
INCREASED10,3908,606+1,784+21%$1.2M$1.2M+$55.3K2026-10-28
Crestwood Advisors Group, LLC
INCREASED10,3759,897+478+5%$1.4M$1.2M-$123.1K2026-10-27
Lawood & Co
INCREASED10,37410,316+58+1%$1.4M$1.2M-$180.6K2026-10-09
Arwa LLC
INCREASED10,2419,964+277+3%$1.3M$1.3M-$39.8K2026-10-21
Albion Financial Group
UNCHANGED10,21510,21500%$1.4M$1.2M-$185.6K2026-10-21
Midwest Professional Planners, Ltd.
INCREASED10,1419,848+293+3%$1.3M$1.2M-$144.1K2026-10-29
Beacon Financial Advisory LLC
INCREASED10,0699,962+107+1%$1.4M$1.2M-$168.3K2026-10-16
Evergreen Capital Management LLC
INCREASED10,0339,886+147+1%$1.4M$1.2M-$162.2K2026-10-23
Verdence Capital Advisors LLC
INCREASED9,9519,222+729+8%$1.3M$1.2M-$81.0K2026-10-26
JGP Wealth Management, LLC
DECREASED9,90510,045-140-1%$1.4M$1.2M-$199.2K2026-10-13
RIA Advisory Group LLC
DECREASED9,76713,412-3,645-27%$1.8M$1.2M-$676.2K2026-10-15
First County Bank
DECREASED9,70910,284-575-6%$1.4M$1.2M-$255.1K2026-10-13
Simplex Trading, LLC
NEW9,663—+9,663——$1.1M—2026-11-04
Imc-Chicago, LLC
NEW9,621—+9,621——$1.1M—2026-11-05
PDS Planning, Inc
INCREASED9,6018,431+1,170+14%$1.2M$1.1M-$14.4K2026-11-03
Mlp3, LLC
DECREASED9,4259,571-146-2%$1.3M$1.1M-$191.2K2026-10-22
Park National Corp
DECREASED9,3739,515-142-1%$1.3M$1.1M-$189.7K2026-10-05
Moody National Bank Trust Division
INCREASED9,3168,763+553+6%$1.2M$1.1M-$93.6K2026-10-06
Parcion Private Wealth LLC
INCREASED9,2278,378+849+10%$1.1M$1.1M-$51.5K2026-10-28
Pekin Hardy Strauss, Inc.
UNCHANGED8,9498,94900%$1.2M$1.1M-$162.6K2026-11-02
Miller Financial Services LLC
INCREASED8,9448,467+477+6%$1.2M$1.1M-$97.2K2026-10-20
Aviance Capital Partners, LLC
UNCHANGED8,7608,76000%$1.2M$1.0M-$159.2K2026-10-29
Mission Wealth Management, LP
DECREASED8,73014,599-5,869-40%$2.0M$1.0M-$961.6K2026-10-15
Arrow Financial Corp
INCREASED8,7218,653+68+1%$1.2M$1.0M-$149.2K2026-10-26
Uhlmann Price Securities, LLC
DECREASED8,7038,726-230%$1.2M$1.0M-$161.3K2026-11-03
Premier Path Wealth Partners, LLC
DECREASED8,6659,195-530-6%$1.3M$1.0M-$229.9K2026-10-16
Dickmeyer Boyce Financial Management, Inc.
INCREASED8,5838,564+19+0%$1.2M$1.0M-$153.4K2026-10-08
Monument Capital Management
DECREASED8,5039,996-1,493-15%$1.4M$1.0M-$358.8K2026-10-09
WD Rutherford LLC
INCREASED8,4478,401+46+1%$1.1M$1.0M-$147.2K2026-10-26
Nippon Life Global Investors Americas, Inc.
NEW8,410—+8,410——$997.8K—2026-10-29
JFS Wealth Advisors, LLC
DECREASED8,3888,392-40%$1.1M$995.1K-$153.0K2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED8,3248,394-70-1%$1.1M$987.6K-$160.8K2026-10-16
CFS Investment Advisory Services, LLC
DECREASED8,2978,312-150%$1.2M$1.0M-$141.8K2026-10-19
Thoma Capital Management LLC
DECREASED8,2918,368-77-1%$1.1M$983.7K-$161.1K2026-10-19
Root Financial Partners, LLC
NEW8,284—+8,284——$982.8K—2026-10-21
Sierra Summit Advisors LLC
INCREASED8,2608,059+201+2%$1.1M$980.0K-$122.6K2026-10-28
Meridian Wealth Management, LLC
DECREASED8,1949,576-1,382-14%$1.3M$972.2K-$337.9K2026-11-05
Summit Global Investments
INCREASED8,1668,113+53+1%$1.1M$969.0K-$141.0K2026-10-28
Live Oak Investment Partners
DECREASED8,1198,125-60%$1.1M$963.2K-$148.3K2026-10-23
Busey Bank
DECREASED8,0228,817-795-9%$1.2M$951.7K-$254.5K2026-10-26
Stableford Capital II LLC
INCREASED7,9746,705+1,269+19%$917.3K$946.0K+$28.7K2026-10-09
Wolff Financial Management LLC
UNCHANGED7,9447,94400%$1.1M$942.5K-$144.3K2026-10-23
Armstrong Advisory Group, Inc
INCREASED7,9117,890+21+0%$1.1M$938.6K-$140.9K2026-10-09
Chicago Partners Investment Group LLC
INCREASED7,8865,481+2,405+44%$739.5K$1.0M+$283.3K2026-10-27
Aprio Wealth Management, LLC
INCREASED7,8817,588+293+4%$1.0M$935.0K-$103.1K2026-10-28
King Luther Capital Management Corp
INCREASED7,8006,960+840+12%$952.2K$925.4K-$26.8K2026-11-05
Waldron Private Wealth LLC
DECREASED7,7788,350-572-7%$1.1M$922.8K-$219.6K2026-11-02
Jackson Square Capital, LLC
UNCHANGED7,7357,73500%$1.1M$917.7K-$140.5K2026-10-19
Impact Capital Partners LLC
DECREASED7,6988,409-711-8%$1.2M$913.3K-$237.1K2026-10-22
Bria Capital Group, LLC
INCREASED7,6876,711+976+15%$918.1K$912.0K-$6.1K2026-10-22
Centennial Wealth Advisory LLC
INCREASED7,6247,151+473+7%$978.2K$904.4K-$73.8K2026-10-16
Simplicity Wealth,LLC
INCREASED7,5497,002+547+8%$957.9K$895.6K-$62.3K2026-10-23
Commonwealth Financial Services, LLC
DECREASED7,53520,492-12,957-63%$2.8M$893.9K-$1.9M2026-10-20
Avity Investment Management Inc.
INCREASED7,5296,724+805+12%$919.9K$893.2K-$26.7K2026-10-09
AlphaCore Capital LLC
INCREASED7,4944,537+2,957+65%$620.7K$889.0K+$268.4K2026-11-04
IFP Advisors, Inc
INCREASED7,3005,946+1,354+23%$813.5K$866.1K+$52.6K2026-10-16
Ritholtz Wealth Management
INCREASED7,2907,264+26+0%$993.8K$864.9K-$128.9K2026-11-05
Fire Capital Management LLC
INCREASED7,2586,682+576+9%$914.2K$861.1K-$53.1K2026-10-27
A. D. Beadell Investment Counsel, Inc.
INCREASED7,2106,485+725+11%$887.0K$855.0K-$32.0K2026-10-14
Themes Management Co LLC
DECREASED7,1668,356-1,190-14%$1.1M$850.2K-$293.0K2026-10-29
Valeo Financial Advisors, LLC
INCREASED7,1526,346+806+13%$868.2K$848.5K-$19.7K2026-10-08
OmniStar Financial Group, Inc.
DECREASED7,14115,063-7,922-53%$2.1M$847.2K-$1.2M2026-10-26
Bank of Stockton
DECREASED7,1387,358-220-3%$1.0M$846.9K-$159.8K2026-10-20
Csenge Advisory Group
DECREASED7,1227,446-324-4%$1.0M$844.9K-$173.7K2026-11-04
1834 Investment Advisors Co
DECREASED7,0627,272-210-3%$994.9K$837.8K-$157.0K2026-10-16
Chicago Capital, LLC
UNCHANGED7,0557,05500%$965.2K$837.0K-$128.2K2026-10-13
Marathon Strategic Advisors, LLC
UNCHANGED7,0277,02700%$961.4K$833.7K-$127.7K2026-10-20
Calamos Wealth Management LLC
INCREASED6,9666,747+219+3%$923.1K$826.4K-$96.6K2026-11-02
Peddock Capital Advisors, LLC
UNCHANGED6,9626,96200%$952.5K$826.0K-$126.5K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED6,9175,916+1,001+17%$809.4K$820.6K+$11.2K2026-11-04
San Luis Wealth Advisors LLC
DECREASED6,9157,143-228-3%$977.2K$820.3K-$156.8K2026-10-27
Advisor OS, LLC
DECREASED6,9009,428-2,528-27%$1.3M$818.6K-$471.2K2026-11-03
Graves Light Lenhart Wealth, Inc.
INCREASED6,8986,870+28+0%$939.9K$818.4K-$121.5K2026-10-09
Seelaus Asset Management LLC
DECREASED6,8256,925-100-1%$947.4K$809.7K-$137.7K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED6,7866,115+671+11%$836.7K$805.1K-$31.5K2026-10-13
Secure Asset Management, LLC
INCREASED6,7616,597+164+2%$902.5K$802.2K-$100.4K2026-10-19
Kuhn & Co Investment Counsel
INCREASED6,7426,673+69+1%$912.9K$799.9K-$113.1K2026-10-29
Ti-Trust, Inc
UNCHANGED6,7136,71300%$918.4K$796.4K-$122.0K2026-10-21
Powell Investment Advisors, LLC
UNCHANGED6,7096,70900%$917.9K$796.0K-$121.9K2026-10-22
Alpha Family Trust
UNCHANGED6,6506,65000%$909.8K$909.8K$02026-11-04
Krilogy Financial LLC
INCREASED6,6054,056+2,549+63%$554.8K$820.5K+$265.7K2026-10-13
Argyle Capital Management, LLC
UNCHANGED6,6006,60000%$902.9K$783.0K-$119.9K2026-10-28
Harel Insurance Investments & Financial Services Ltd.
INCREASED6,5881,634+4,954+303%$224.0K$782.0K+$558.0K2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED6,5436,378+165+3%$872.6K$776.2K-$96.4K2026-10-08
Eagle Strategies LLC
INCREASED6,5035,567+936+17%$761.6K$771.5K+$9.9K2026-10-16
Nixon Peabody Trust Co
DECREASED6,4656,472-70%$885.4K$767.0K-$118.4K2026-10-23
Davis Investment Partners, LLC
INCREASED6,4034,280+2,123+50%$585.5K$759.6K+$174.2K2026-11-05
Ignite Planners, LLC
INCREASED6,3855,830+555+10%$798.3K$767.7K-$30.6K2026-10-14
Avanza Fonder AB
INCREASED6,3781,040+5,338+513%$142.3K$756.7K+$614.4K2026-10-13
Family Legacy, Inc.
INCREASED6,3706,280+90+1%$859.2K$755.7K-$103.4K2026-10-13
Strategic Advisors LLC
UNCHANGED6,3476,34700%$868.3K$753.0K-$115.3K2026-10-13
Leo Wealth, LLC
NEW6,320—+6,320——$749.8K—2026-10-26
Nilsine Partners, LLC
DECREASED6,3086,910-602-9%$945.4K$748.4K-$197.0K2026-11-02
Flagship Harbor Advisors, LLC
DECREASED6,3076,599-292-4%$902.9K$748.3K-$154.6K2026-10-26
KCM Investment Advisors LLC
DECREASED6,2966,308-120%$863.0K$747.0K-$116.0K2026-10-27
McGlone Suttner Wealth Management, Inc.
INCREASED6,2636,183+80+1%$845.8K$743.1K-$102.8K2026-10-13
Gibson Wealth Advisors LLC
UNCHANGED6,2486,24800%$854.8K$741.3K-$113.5K2026-10-20
Neville Rodie & Shaw Inc
UNCHANGED6,2406,24000%$854.0K$740-$853.3K2026-10-05
Bank & Trust Co
DECREASED6,2196,371-152-2%$871.6K$737.8K-$133.8K2026-10-07
Lanark Financial, Inc.
INCREASED6,1996,073+126+2%$830.9K$735.5K-$95.5K2026-10-26
Aaron Wealth Advisors LLC
DECREASED6,1776,729-552-8%$920.6K$732.8K-$187.8K2026-10-13
Blue Trust, Inc.
DECREASED6,1437,548-1,405-19%$1.0M$728.8K-$303.9K2026-10-15
Williams Jones Wealth Management, Llc.
DECREASED6,0818,533-2,452-29%$1.2M$721.5K-$446.0K2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED5,9864,548+1,438+32%$622.8K$710.2K+$87.4K2026-10-15
Harold Davidson & Associates Inc.
DECREASED5,9746,364-390-6%$870.6K$708.8K-$161.8K2026-10-29
Independent Financial Group, LLC
INCREASED5,9645,867+97+2%$802.6K$707.6K-$95.1K2026-10-13
Trueblood Wealth Management, LLC
DECREASED5,8936,228-335-5%$852.0K$699.2K-$152.8K2026-10-23
Mather Group, Llc.
INCREASED5,8485,410+438+8%$740.1K$693.8K-$46.3K2026-10-14
Cidel Asset Management Inc
INCREASED5,8475,650+197+3%$772.9K$693.8K-$79.1K2026-10-29
CWA Asset Management Group, LLC
INCREASED5,8275,675+152+3%$776.4K$691.3K-$85.2K2026-10-19
Payden & Rygel
UNCHANGED5,8205,82000%$796.0K$690.0K-$106.0K2026-10-28
Cornerstone Wealth Management, LLC
INCREASED5,8155,812+3+0%$795.1K$689.9K-$105.3K2026-11-04
MBL Wealth, LLC
INCREASED5,8083,838+1,970+51%$525.1K$689.1K+$164.0K2026-10-22
Avantra Family Wealth, Inc.
INCREASED5,7912,996+2,795+93%$409.9K$687.0K+$277.2K2026-10-20
McKinley Carter Wealth Services, Inc.
INCREASED5,7665,722+44+1%$782.8K$684.0K-$98.7K2026-10-16
LexAurum Advisors, LLC
DECREASED5,7605,874-114-2%$803.6K$683.4K-$120.3K2026-10-19
Athena Wealth Management, LLC
INCREASED5,7505,666+84+1%$775.2K$682.2K-$92.9K2026-10-09
Yankcom Partnership
INCREASED5,7395,641+98+2%$771.7K$680.9K-$90.9K2026-10-15
Liberty Capital Management, Inc.
UNCHANGED5,7005,70000%$779.8K$676.2K-$103.6K2026-11-02
Aull & Monroe Investment Management Corp
UNCHANGED5,6845,68400%$777.6K$674.4K-$103.3K2026-10-16
Prudent Man Advisors, LLC
DECREASED5,6775,843-166-3%$799.4K$673.5K-$125.9K2026-11-03
Indiana Trust & Investment Management Co
INCREASED5,6675,567+100+2%$761.6K$672.3K-$89.3K2026-10-22
Harbor Capital Advisors, Inc.
NEW5,637—+5,637——$669.0K—2026-10-22
BIP Wealth, LLC
DECREASED5,6305,683-53-1%$777.5K$668.0K-$109.6K2026-10-22
Woodward Diversified Capital, LLC
INCREASED5,6055,541+64+1%$758.0K$665.0K-$93.1K2026-10-21
Platform Technology Partners
DECREASED5,5996,277-678-11%$858.7K$664.2K-$194.5K2026-11-02
Fortress Financial Solutions, LLC
NEW5,590—+5,590——$663.3K—2026-10-14
SAX Wealth Advisors, LLC
INCREASED5,5803,646+1,934+53%$477.9K$662.0K+$184.1K2026-10-13
Florida Trust Wealth Management Co
INCREASED5,5785,423+155+3%$741.9K$661.8K-$80.1K2026-11-05
TCV Trust & Wealth Management, Inc.
DECREASED5,5725,640-68-1%$771.6K$661.1K-$110.5K2026-10-16
Avestar Capital, LLC
DECREASED5,5676,494-927-14%$888.4K$660.5K-$227.9K2026-10-28
4J Wealth Management LLC
UNCHANGED5,5445,54400%$758.5K$657.7K-$100.7K2026-11-02
Teza Capital Management LLC
INCREASED5,5361,492+4,044+271%$204.1K$656.8K+$452.7K2026-10-23
Creative Financial Designs Inc
INCREASED5,5294,361+1,168+27%$596.7K$656.0K+$59.3K2026-11-04
Cascade Investment Group, Inc.
UNCHANGED5,5255,52500%$755.8K$655.5K-$100.3K2026-10-13
Atwood & Palmer Inc
UNCHANGED5,5005,50000%$752.5K$652.5K-$99.9K2026-10-08
Cohen Klingenstein LLC
UNCHANGED5,5005,50000%$752.5K$652.5K-$99.9K2026-10-15
Quadcap Wealth Management, LLC
DECREASED5,4985,531-33-1%$756.7K$652.3K-$104.4K2026-11-02
Indivisible Partners
INCREASED5,4973,828+1,669+44%$523.7K$652.1K+$128.4K2026-10-26
City State Bank
DECREASED5,4555,655-200-4%$773.7K$647.2K-$126.5K2026-10-20
Procyon Advisors, LLC
INCREASED5,4505,005+445+9%$684.7K$646.6K-$38.1K2026-10-21
NBH Bank
DECREASED5,4435,595-152-3%$765.5K$645.8K-$119.7K2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED5,4425,496-54-1%$752.0K$651.6K-$100.4K2026-10-09
Welch & Forbes LLC
UNCHANGED5,4205,42000%$741.5K$643.0K-$98.5K2026-11-04
Sky Investment Group LLC
INCREASED5,4103,890+1,520+39%$532.2K$641.8K+$109.7K2026-10-30
Mendel Money Management
DECREASED5,3975,607-210-4%$767.1K$640.3K-$126.8K2026-11-02
WealthPlan Investment Management, LLC
INCREASED5,3905,115+275+5%$699.8K$639.5K-$60.3K2026-10-15
Taylor Financial Group, Inc.
UNCHANGED5,3145,31400%$727.0K$630.5K-$96.6K2026-11-02
Arista Wealth Management, LLC
INCREASED5,3135,272+41+1%$721.3K$630.3K-$90.9K2026-10-29
Cassaday & Co Wealth Management LLC
INCREASED5,2244,829+395+8%$660.7K$619.8K-$40.9K2026-10-27
Nova Financial LLC
NEW5,199—+5,199——$616.8K—2026-11-04
Spectrum Strategic Capital Management, LLC
INCREASED5,1914,851+340+7%$663.7K$615.9K-$47.8K2026-10-22
Journey Retirement Planning & Investment Management LLC
INCREASED5,1524,535+617+14%$620.4K$611.4K-$9.0K2026-10-09
Kanawha Capital Management LLC
INCREASED5,1502,831+2,319+82%$387.3K$611.0K+$223.7K2026-10-19
71 West Capital Partners
DECREASED5,1435,637-494-9%$771.2K$610.2K-$161.0K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED5,1155,869-754-13%$803.0K$606.9K-$196.1K2026-10-21
Cigna Investments Inc
DECREASED5,1125,168-56-1%$707.0K$607.0K-$100.0K2026-10-19
Philadelphia Trust Co
DECREASED5,0986,793-1,695-25%$929.0K$605.0K-$324.0K2026-11-05
Modera Wealth Management, LLC
DECREASED5,0765,153-77-1%$705.0K$602.2K-$102.8K2026-10-28
BKM Wealth Management, LLC
DECREASED5,0375,229-192-4%$715.4K$597.6K-$117.8K2026-10-22
Fiduciary Alliance LLC
DECREASED5,0365,057-210%$691.8K$597.5K-$94.4K2026-10-13
Curated Wealth Partners LLC
NEW4,996—+4,996——$592.7K—2026-10-15
Everhart Financial Group, Inc.
DECREASED4,9865,484-498-9%$750.3K$591.5K-$158.7K2026-10-08
Ascentis Independent Advisors
NEW4,964—+4,964——$589.0K—2026-11-03
Cohen Investment Advisors LLC
INCREASED4,9434,788+155+3%$655.0K$586.4K-$68.6K2026-10-20
High Point Wealth Management, LLC
INCREASED4,9414,929+12+0%$674.3K$586.2K-$88.1K2026-11-05
Daymark Wealth Partners, LLC
DECREASED4,8825,041-159-3%$689.7K$579.2K-$110.5K2026-11-04
Franklin Street Advisors Inc
DECREASED4,8734,888-150%$668.7K$578.1K-$90.6K2026-10-13
Southland Equity Partners LLC
UNCHANGED4,8694,86900%$666.1K$577.6K-$88.5K2026-10-14
Jackson Creek Investment Advisors LLC
NEW4,868—+4,868——$578.0K—2026-11-04
SFE Investment Counsel
NEW4,855—+4,855——$576.0K—2026-10-29
High Net Worth Advisory Group LLC
UNCHANGED4,8534,85300%$663.9K$575.8K-$88.2K2026-10-26
Cornell Pochily Investment Advisors, Inc.
INCREASED4,8384,832+6+0%$661.1K$574.0K-$87.1K2026-10-19
Jacobi Capital Management LLC
DECREASED4,8354,858-230%$664.7K$573.6K-$91.0K2026-11-05
Northcape Wealth Management, LLC
INCREASED4,8104,738+72+2%$648.2K$570.7K-$77.5K2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED4,7994,899-100-2%$670.2K$569.4K-$100.9K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED4,7903,777+1,013+27%$521.1K$568.2K+$47.2K2026-10-13
Radnor Capital Management, LLC
UNCHANGED4,7894,78900%$655.2K$568.2K-$87.0K2026-10-23
Arlington Trust Co LLC
INCREASED4,757150+4,607+3071%$20.5K$564.4K+$543.8K2026-10-20
Kathmere Capital Management, LLC
INCREASED4,7474,489+258+6%$614.1K$563.2K-$51.0K2026-10-20
Eddie Patel Inc
INCREASED4,7403,167+1,573+50%$433.2K$562.3K+$129.1K2026-11-02
Rockport Wealth LLC
UNCHANGED4,6994,69900%$642.9K$557.5K-$85.4K2026-11-03
RFG Advisory, LLC
INCREASED4,6853,656+1,029+28%$500.1K$555.9K+$55.7K2026-11-03
Cornerstone Wealth Group, LLC
INCREASED4,6774,139+538+13%$566.3K$554.9K-$11.4K2026-11-02
Fee-Only Financial Planning, L.C.
UNCHANGED4,6694,66900%$638.8K$553.9K-$84.8K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED4,6174,541+76+2%$621.2K$547.8K-$73.4K2026-10-27
Northside Capital Management, LLC
UNCHANGED4,6004,60000%$629.3K$545.7K-$83.6K2026-10-13
Community Trust & Investment Co
DECREASED4,5554,730-175-4%$647.1K$540.4K-$106.7K2026-10-15
Focus Financial Network, Inc.
DECREASED4,5174,725-208-4%$646.4K$535.9K-$110.5K2026-10-14
VestGen Advisors, LLC
DECREASED4,5165,751-1,235-21%$786.8K$535.8K-$250.9K2026-10-27
Parkside Financial Bank & Trust
INCREASED4,5054,137+368+9%$566.0K$534.5K-$31.5K2026-10-27
Barry Investment Advisors, LLC
DECREASED4,5034,829-326-7%$660.7K$534.2K-$126.5K2026-10-14
HF Advisory Group, LLC
INCREASED4,4764,371+105+2%$598.1K$531.1K-$67.0K2026-10-09
Finward Bancorp
INCREASED4,4744,322+152+4%$591.3K$530.8K-$60.5K2026-10-14
Redmond Asset Management, LLC
INCREASED4,4663,988+478+12%$545.6K$529.8K-$15.8K2026-10-27
Rossmore Private Capital
UNCHANGED4,4544,45400%$609.4K$528.4K-$80.9K2026-10-27
Essex Bank
DECREASED4,3774,415-38-1%$604.0K$519.3K-$84.7K2026-10-16
AdvisorNet Financial, Inc
INCREASED4,3583,791+567+15%$518.7K$549.7K+$31.0K2026-10-15
Joel Isaacson & Co., LLC
INCREASED4,3513,830+521+14%$524.0K$516.2K-$7.8K2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED4,3273,920+407+10%$536.3K$513.4K-$22.9K2026-10-21
Virtue Capital Management, LLC
INCREASED4,3254,304+21+0%$588.8K$513.1K-$75.7K2026-10-29
Fulton Breakefield Broenniman LLC
UNCHANGED4,3204,32000%$591.0K$512.5K-$78.5K2026-11-03
John G Ullman & Associates Inc
INCREASED4,3163,390+926+27%$463.8K$512.1K+$48.3K2026-11-04
Baldwin Wealth Partners LLC
UNCHANGED4,3054,30500%$589.0K$510.7K-$78.2K2026-10-13
Symphony Financial, Ltd. Co.
INCREASED4,2823,373+909+27%$464.8K$513.5K+$48.6K2026-10-22
Intrua Financial, LLC
INCREASED4,2793,834+445+12%$524.5K$507.6K-$16.9K2026-10-28
Heritage Wealth Management, Inc.
UNCHANGED4,2604,26000%$582.8K$505.4K-$77.4K2026-10-28
LMG Wealth Partners, LLC
INCREASED4,2344,096+138+3%$560.4K$502.3K-$58.1K2026-11-05
Caldwell Trust Co
INCREASED4,1903,884+306+8%$531.4K$497.1K-$34.3K2026-10-30
Charles Schwab Trust Co
INCREASED4,1763,810+366+10%$521.2K$495.4K-$25.8K2026-10-15
Gibbs Wealth Management
DECREASED4,1364,256-120-3%$582.3K$490.7K-$91.6K2026-10-22
Columbia Bank
INCREASED4,1184,100+18+0%$560.9K$488.6K-$72.4K2026-10-29
Arvest Investments, Inc.
DECREASED4,1144,149-35-1%$567.6K$488.1K-$79.5K2026-10-21
True North Advisors, LLC
NEW4,108—+4,108——$487.4K—2026-10-22
Agate Pass Investment Management, LLC
INCREASED4,1073,825+282+7%$523.3K$487.2K-$36.1K2026-10-20
Excalibur Management Corp
INCREASED4,1043,966+138+3%$542.6K$486.9K-$55.7K2026-11-02
BCS Wealth Management
INCREASED4,0713,937+134+3%$538.6K$482.9K-$55.7K2026-11-03
Capital Investment Advisory Services, LLC
DECREASED4,0594,190-131-3%$573.3K$481.5K-$91.8K2026-10-30
Dagco, Inc.
INCREASED4,0554,051+4+0%$554.3K$481.1K-$73.1K2026-10-20
Tred Avon Family Wealth, LLC
UNCHANGED4,0334,03300%$551.8K$478.5K-$73.3K2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED4,0314,03100%$551.5K$478.2K-$73.2K2026-10-26
Stanley-Laman Group, Ltd.
UNCHANGED4,0274,02700%$550.9K$477.8K-$73.2K2026-10-20
Sowell Financial Services LLC
DECREASED4,0064,439-433-10%$607.3K$475.3K-$132.0K2026-10-23
International Assets Investment Management, LLC
INCREASED4,0023,907+95+2%$527.6K$479.2K-$48.4K2026-11-02
M Holdings Securities, Inc.
NEW3,976—+3,976——$517—2026-11-03
Verity Asset Management, Inc.
DECREASED3,9734,005-32-1%$547.9K$471.4K-$76.6K2026-10-30
Endeavor Private Wealth, Inc.
INCREASED3,9403,859+81+2%$527.9K$467.6K-$60.4K2026-11-05
J2 Capital Management Inc
DECREASED3,9323,967-35-1%$542.7K$466.5K-$76.2K2026-10-19
Cooper Financial Group
INCREASED3,9183,744+174+5%$512.2K$464.8K-$47.4K2026-10-07
Sterling Wealth Management, Inc.
DECREASED3,9104,361-451-10%$596.7K$463.9K-$132.8K2026-10-23
Northeast Investment Management
DECREASED3,8973,901-40%$533.7K$462.4K-$71.4K2026-10-30
DMC Group, LLC
INCREASED3,8932,940+953+32%$402.2K$461.9K+$59.6K2026-10-26
WBH Advisory Inc
INCREASED3,8773,702+175+5%$506.5K$460.0K-$46.5K2026-11-05
City Holding Co
UNCHANGED3,8453,84500%$526.0K$456.2K-$69.9K2026-10-19
Fulton Bank, N.A.
DECREASED3,8153,825-100%$523.3K$452.6K-$70.7K2026-10-14
MKT Advisors LLC
DECREASED3,8004,469-669-15%$614.6K$464.8K-$149.8K2026-10-20
Trust Co of Vermont
INCREASED3,7753,495+280+8%$478.2K$447.9K-$30.3K2026-10-21
Abacus Planning Group, Inc.
INCREASED3,7383,728+10+0%$510.0K$443.5K-$66.6K2026-11-02
Alta Advisers Ltd
INCREASED3,7322,139+1,593+74%$292.6K$442.8K+$150.1K2026-11-02
Patton Albertson Miller Group, LLC
UNCHANGED3,7203,72000%$508.9K$441.3K-$67.6K2026-10-26
Fiduciary Financial Group, LLC
INCREASED3,7093,428+281+8%$469.0K$440.0K-$28.9K2026-10-13
Kennebec Savings Bank
INCREASED3,6853,676+9+0%$502.9K$437.2K-$65.7K2026-10-22
Providence First Trust Co
DECREASED3,6799,470-5,791-61%$1.3M$436.5K-$859.1K2026-11-02
Mattern Wealth Management LLC
DECREASED3,6674,042-375-9%$553.0K$435.1K-$117.9K2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED3,6373,881-244-6%$531.0K$431.5K-$99.5K2026-10-13
Asset One Wealth Management LLC
DECREASED3,6153,939-324-8%$522.0K$428.8K-$93.1K2026-11-02
Gables Capital Management Inc.
DECREASED3,5433,668-125-3%$501.8K$420.3K-$81.5K2026-11-04
Westco Advisory Services Inc
UNCHANGED3,5003,50000%$478.8K$415.2K-$63.6K2026-10-14
Fruth Investment Management
DECREASED3,4893,540-51-1%$484.0K$413.0K-$71.0K2026-10-13
E&G Advisors, LLC
UNCHANGED3,4683,46800%$474.5K$411.4K-$63.0K2026-10-13
SC&H Financial Advisors, Inc.
INCREASED3,4523,440+12+0%$470.6K$409.6K-$61.0K2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED3,4453,490-45-1%$477.5K$408.7K-$68.8K2026-11-02
Legacy Private Trust Co.
UNCHANGED3,4363,43600%$470.1K$407.6K-$62.4K2026-10-06
Versant Capital Management, Inc
INCREASED3,4202,656+764+29%$363.4K$405.7K+$42.4K2026-10-02
Register Financial Advisors LLC
INCREASED3,4203,412+8+0%$466.8K$405.8K-$61.0K2026-10-23
Country Trust Bank
DECREASED3,3763,428-52-2%$469.0K$400.5K-$68.5K2026-10-30
First National Bank Sioux Falls
UNCHANGED3,3753,37500%$454.1K$400.4K-$53.7K2026-10-13
Moody Lynn Lieberson & Walker, LLC
DECREASED3,36685,654-82,288-96%$11.7M$399.3K-$11.3M2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED3,3643,36400%$460.2K$399.1K-$61.1K2026-10-13
W Advisors, LLC
INCREASED3,3603,274+86+3%$447.9K$398.6K-$49.3K2026-11-02
Douglas Lane & Associates, LLC
UNCHANGED3,3543,35400%$458.8K$397.9K-$60.9K2026-10-09
Compass Financial Management LLC
DECREASED3,3514,159-808-19%$542.8K$397.6K-$145.2K2026-10-30
PFG Advisors
INCREASED3,3472,575+772+30%$352.3K$397.1K+$44.8K2026-10-16
David J Yvars Group
UNCHANGED3,3363,33600%$456.4K$395.8K-$60.6K2026-10-09
BLB&B Advisors, LLC
UNCHANGED3,3223,32200%$454.5K$394.1K-$60.4K2026-10-27
W.H. Cornerstone Investments Inc.
INCREASED3,3023,271+31+1%$447.6K$391.8K-$55.8K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED3,2914,066-775-19%$556.3K$390.4K-$165.8K2026-10-07
United Community Bank
UNCHANGED3,2783,27800%$448.5K$388.9K-$59.6K2026-10-28
AA Financial Advisors, LLC
INCREASED3,2652,011+1,254+62%$275.1K$387.4K+$112.3K2026-10-19
WT Wealth Management
NEW3,263—+3,263——$387.1K—2026-10-13
Essential Partners LLC
INCREASED3,2382,395+843+35%$327.7K$384.2K+$56.5K2026-10-14
PKS Advisory Services, LLC
UNCHANGED3,2323,23200%$442.2K$442.2K$02026-10-26
Vista Investment Partners II, LLC
DECREASED3,1923,408-216-6%$466.2K$378.7K-$87.5K2026-10-15
Diversified Enterprises, LLC
INCREASED3,1852,676+509+19%$366.1K$377.9K+$11.8K2026-10-19
Angeles Wealth Management, LLC
DECREASED3,1703,492-322-9%$477.7K$376.1K-$101.7K2026-10-26
Great Diamond Partners, LLC
DECREASED3,1643,165-10%$433.0K$375.4K-$57.6K2026-10-13
Pines Wealth Management, LLC
DECREASED3,1593,215-56-2%$439.9K$374.8K-$65.1K2026-10-21
StrongBox Wealth, LLC
NEW3,145—+3,145——$373.1K—2026-11-02
Walser Wealth Management Company, A Ltd Liability Co
NEW3,138—+3,138——$372.3K—2026-10-15
Pinnacle Bancorp, Inc.
DECREASED3,1163,136-20-1%$429.0K$369.7K-$59.4K2026-10-21
Investment Research Partners LLC
INCREASED3,1092,281+828+36%$312.1K$368.9K+$56.8K2026-10-19
Bison Wealth, LLC
INCREASED3,1012,988+113+4%$406.3K$385.2K-$21.1K2026-10-13
Avantax Planning Partners, Inc.
DECREASED3,0984,031-933-23%$551.5K$367.6K-$184.0K2026-11-03
Investment Advisory Services Inc
INCREASED3,0842,873+211+7%$393.1K$365.8K-$27.2K2026-10-27
Mcdonald Partners LLC
DECREASED3,0723,172-100-3%$434.0K$364.5K-$69.5K2026-11-03
Affinity Capital Advisors, LLC
INCREASED3,0582,521+537+21%$342.8K$375.6K+$32.7K2026-10-13
Powers Advisory Group, LLC
INCREASED3,0562,941+115+4%$402.4K$362.5K-$39.9K2026-10-14
LeConte Wealth Management, LLC
INCREASED3,0522,902+150+5%$397.0K$362.1K-$34.9K2026-10-20
GC Wealth Management RIA, LLC
DECREASED3,0223,503-481-14%$479.2K$358.5K-$120.7K2026-11-02
Bahl & Gaynor LLC
DECREASED3,0193,053-34-1%$417.7K$358.2K-$59.5K2026-11-05
Advisory Resource Group
INCREASED3,0153,014+1+0%$412.4K$357.7K-$54.7K2026-10-26
Stiles Financial Services Inc
DECREASED3,0083,299-291-9%$451.4K$356.9K-$94.5K2026-10-30
Harbour Trust & Investment Management Co
UNCHANGED2,9962,99600%$409.9K$355.4K-$54.4K2026-10-28
Shuttleworth & Co
UNCHANGED2,9802,98000%$407.7K$353.5K-$54.1K2026-10-30
Tritonpoint Wealth, LLC
INCREASED2,9752,905+70+2%$397.4K$352.9K-$44.5K2026-10-19
Innova Wealth Partners
INCREASED2,9732,930+43+1%$400.8K$352.7K-$48.1K2026-10-21
Clear Trail Advisors, LLC
UNCHANGED2,9722,97200%$406.6K$352.6K-$54.0K2026-10-20
Alhambra Investment Management LLC
DECREASED2,9702,986-16-1%$408.5K$352.4K-$56.2K2026-10-15
Lebenthal Global Advisors, LLC
INCREASED2,9342,837+97+3%$388.1K$348.1K-$40.0K2026-10-28
Moss Adams Wealth Advisors LLC
INCREASED2,9222,048+874+43%$280.2K$346.7K+$66.5K2026-10-28
Bryn Mawr Trust Advisors, LLC
INCREASED2,9172,898+19+1%$396.4K$346.1K-$50.4K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED2,9152,648+267+10%$362.4K$345.8K-$16.6K2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED2,9002,90000%$396.7K$344.1K-$52.7K2026-11-05
Central Bank & Trust Co
UNCHANGED2,9002,90000%$396.7K$344.1K-$52.7K2026-10-09
Burton Enright Welch
NEW2,889—+2,889——$342.7K—2026-11-04
3Chopt Investment Partners, LLC
INCREASED2,8802,516+364+14%$344.2K$341.7K-$2.5K2026-10-30
Guinness Asset Management LTD
INCREASED2,8682,403+465+19%$328.8K$340.3K+$11.5K2026-11-05
Mechanics Financial Corp
UNCHANGED2,8592,85900%$391.1K$339.2K-$51.9K2026-11-05
Single Point Partners, LLC
UNCHANGED2,8552,85500%$390.6K$338.7K-$51.9K2026-10-19
Birch Financial Group, LLC
DECREASED2,8295,442-2,613-48%$744.5K$335.7K-$408.9K2026-10-27
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED2,8252,940-115-4%$402.2K$335.2K-$67.1K2026-10-21
Carroll Advisory Group, LLC
INCREASED2,8142,681+133+5%$366.8K$333.9K-$32.9K2026-10-16
Hilltop National Bank
DECREASED2,8072,952-145-5%$403.9K$333.0K-$70.8K2026-10-14
Vigilare Wealth Management
DECREASED2,8034,229-1,426-34%$578.6K$332.5K-$246.0K2026-10-29
Paladin Wealth, LLC
INCREASED2,8031,487+1,316+89%$203.4K$332.6K+$129.2K2026-10-23
Chronos Wealth Management, LLC
UNCHANGED2,8002,80000%$383.1K$332.2K-$50.9K2026-10-20
Peoples Financial Services Corp.
UNCHANGED2,7852,78500%$381.0K$330.4K-$50.6K2026-10-20
Portfolio Design Labs, LLC
INCREASED2,7812,720+61+2%$372.1K$329.9K-$42.2K2026-11-04
Bingham Private Wealth, LLC
INCREASED2,7802,760+20+1%$377.7K$329.8K-$47.9K2026-11-05
Bdfs Capital LLC
UNCHANGED2,7752,77500%$379.7K$329.3K-$50.4K2026-10-14
Townsend Asset Management Corp
INCREASED2,7722,767+5+0%$378.6K$328.9K-$49.7K2026-10-29
Juncture Wealth Strategies, LLC
UNCHANGED2,7692,76900%$378.8K$328.5K-$50.3K2026-10-06
MCF Advisors LLC
DECREASED2,7592,765-60%$378.3K$327.4K-$51.0K2026-10-28
Triasima Portfolio Management inc.
DECREASED2,7309,099-6,369-70%$1.2M$323.9K-$920.9K2026-10-15
Chesley Taft & Associates LLC
DECREASED2,7103,039-329-11%$415.8K$321.5K-$94.3K2026-10-13
Certuity, LLC
INCREASED2,7091,892+817+43%$258.9K$321.4K+$62.5K2026-11-02
Latitude Advisors, LLC
DECREASED2,6973,096-399-13%$423.6K$319.9K-$103.7K2026-10-27
United Asset Strategies, Inc.
INCREASED2,6782,596+82+3%$355.2K$317.7K-$37.4K2026-10-28
Herold Advisors, Inc.
UNCHANGED2,6782,67800%$366.0K$317.7K-$48.3K2026-10-19
apricus wealth, LLC
UNCHANGED2,6772,67700%$366.2K$317.6K-$48.6K2026-10-26
Phoenix Wealth Advisors
UNCHANGED2,6642,66400%$364.4K$316.0K-$48.4K2026-11-03
Altfest L J & Co Inc
DECREASED2,65610,683-8,027-75%$1.5M$315.1K-$1.1M2026-10-27
Harbor Investment Advisory, LLC
INCREASED2,6482,345+303+13%$320.8K$314.2K-$6.7K2026-10-13
One Way Holdings LLC
DECREASED2,6462,730-84-3%$373.5K$313.9K-$59.6K2026-10-29
Trifecta Capital Advisors, LLC
INCREASED2,6451,001+1,644+164%$136.9K$313.8K+$176.9K2026-10-21
Navigation Group, LLC
UNCHANGED2,6432,64300%$361.6K$313.6K-$48.0K2026-10-28
JB Capital LLC
INCREASED2,6382,635+3+0%$360.6K$313.0K-$47.6K2026-10-19
Shakespeare Wealth Management, LLC
UNCHANGED2,6332,63300%$360.2K$312.4K-$47.8K2026-10-28
Raiffeisen Bank International AG
NEW2,630—+2,630——$313.8K—2026-10-28
Orca Investment Management, LLC
NEW2,610—+2,610——$309.7K—2026-10-29
Integrity Alliance, Llc.
INCREASED2,5942,535+59+2%$346.9K$307.8K-$39.1K2026-10-29
Peoples Bank
DECREASED2,5743,456-882-26%$472.8K$305.4K-$167.4K2026-10-09
Fortem Financial Group, LLC
INCREASED2,5662,547+19+1%$348.4K$304.5K-$44.0K2026-10-20
Maia Wealth LLC
INCREASED2,5512,480+71+3%$339.3K$302.6K-$36.6K2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED2,5282,523+5+0%$345.2K$300.0K-$45.3K2026-10-19
Associated Banc-Corp
DECREASED2,5033,171-668-21%$433.8K$297.0K-$136.9K2026-10-30
XML Financial, LLC
UNCHANGED2,5002,50000%$342.0K$296.6K-$45.4K2026-10-29
Resonant Capital Advisors, LLC
DECREASED2,4932,556-63-2%$349.7K$295.8K-$53.9K2026-10-15
Conning Inc.
UNCHANGED2,4892,48900%$340.5K$295.3K-$45.2K2026-10-27
Raleigh Capital Management Inc.
DECREASED2,4812,603-122-5%$356.1K$294.3K-$61.8K2026-10-28
Salomon & Ludwin, LLC
UNCHANGED2,4792,47900%$334.8K$294.1K-$40.7K2026-10-29
Global Trust Asset Management, LLC
UNCHANGED2,4722,47200%$338.2K$293.3K-$44.9K2026-10-19
GGM Financial LLC
INCREASED2,4602,450+10+0%$335.1K$291.8K-$43.3K2026-11-05
Balefire, LLC
INCREASED2,4561,638+818+50%$224.1K$291.4K+$67.3K2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,4522,133+319+15%$291.8K$290.9K-$9112026-10-23
SYM Financial Corp
INCREASED2,4502,088+362+17%$285.7K$290.7K+$5.0K2026-10-26
Bullseye Investment Management, LLC
UNCHANGED2,4472,44700%$334.8K$290.3K-$44.5K2026-10-29
IVC Wealth Advisors LLC
DECREASED2,4192,493-74-3%$341.1K$287.0K-$54.1K2026-10-23
Financial Enhancement Group LLC
INCREASED2,4032,388+15+1%$326.7K$293.4K-$33.3K2026-10-08
Traphagen Investment Advisors LLC
NEW2,393—+2,393——$283.9K—2026-10-14
Nadler Financial Group, Inc.
UNCHANGED2,3862,38600%$326.4K$283.1K-$43.4K2026-10-23
Facet Wealth, Inc.
INCREASED2,3832,241+142+6%$306.6K$282.7K-$23.9K2026-11-04
Rockland Trust Co
INCREASED2,3812,364+17+1%$323.4K$282.5K-$40.9K2026-10-05
KWB Wealth
UNCHANGED2,3712,37100%$324.4K$281.3K-$43.1K2026-10-16
XXI Wealth, LLC
INCREASED2,3582,235+123+6%$305.8K$279.8K-$26.0K2026-10-22
Balboa Wealth Partners
INCREASED2,3552,296+59+3%$314.1K$279.5K-$34.6K2026-10-20
May Hill Capital, LLC
DECREASED2,3472,486-139-6%$340.1K$278.4K-$61.6K2026-11-03
Keudell ison Wealth Management
INCREASED2,3341,908+426+22%$261.0K$276.9K+$15.9K2026-10-16
Hohimer Wealth Management, LLC
DECREASED2,3283,045-717-24%$416.5K$276.2K-$140.3K2026-11-04
Brian LOW Financial Group, LLC
UNCHANGED2,3052,30500%$315.3K$273.5K-$41.9K2026-10-28
Integrity Advisory Solutions, LLC
NEW2,302—+2,302——$273.2K—2026-10-29
Blue Fin Capital, Inc.
UNCHANGED2,2982,29800%$314.4K$272.6K-$41.8K2026-10-28
Avior Wealth Management, LLC
INCREASED2,2772,033+244+12%$278.1K$270.2K-$7.9K2026-10-13
Wealth Quarterback LLC
INCREASED2,2742,263+11+0%$309.6K$269.8K-$39.8K2026-10-20
Pinion Investment Advisors, LLC
DECREASED2,2732,701-428-16%$369.6K$269.7K-$99.9K2026-11-04
Moneco Advisors, LLC
DECREASED2,2732,280-70%$311.9K$269.6K-$42.3K2026-11-05
Steel Grove Capital Advisors, LLC
NEW2,264—+2,264——$268.6K—2026-10-13
Hazlett, Burt & Watson, Inc.
INCREASED2,2512,239+12+1%$238.1K$211.1K-$27.0K2026-11-04
New Perspectives, Inc
UNCHANGED2,2502,25000%$307.8K$266.9K-$40.9K2026-10-14
Clear Creek Financial Management, LLC
DECREASED2,2482,790-542-19%$381.7K$266.7K-$115.1K2026-10-28
Journey Advisory Group, LLC
UNCHANGED2,2442,24400%$307.0K$266.2K-$40.8K2026-11-04
Ifrah Financial Services, Inc.
DECREASED2,2422,260-18-1%$309.2K$266.0K-$43.2K2026-10-13
Private Capital Advisors, Inc.
UNCHANGED2,2412,24100%$306.6K$265.9K-$40.7K2026-10-06
Third View Private Wealth, LLC
INCREASED2,2321,933+299+15%$264.5K$264.8K+$3502026-10-30
Fermata Advisors, LLC
INCREASED2,2302,010+220+11%$275.1K$264.5K-$10.5K2026-10-13
Washington Trust Co
DECREASED2,2292,249-20-1%$307.7K$264.4K-$43.2K2026-10-22
Plimoth Trust Co LLC
UNCHANGED2,2192,21900%$303.6K$263.3K-$40.3K2026-10-26
Baker Tilly Wealth Management, LLC
INCREASED2,2112,064+147+7%$282.4K$262.3K-$20.1K2026-10-05
Forum Financial Management, LP
INCREASED2,2042,139+65+3%$292.6K$261.5K-$31.2K2026-10-16
Avail Investment Partners, LLC
NEW2,199—+2,199——$260.9K—2026-10-16
Meridian Financial Advisors, LLC
INCREASED2,1932,189+4+0%$299.4K$260.1K-$39.3K2026-10-14
WealthBridge Capital Management, LLC
UNCHANGED2,1702,17000%$296.9K$257.4K-$39.4K2026-10-16
Verus Financial Partners, Inc.
INCREASED2,1622,149+13+1%$294.0K$256.5K-$37.5K2026-10-29
Reap Financial Group, LLC
INCREASED2,1591,888+271+14%$258.3K$256.1K-$2.1K2026-11-02
Towne Trust Company, N.a
UNCHANGED2,1392,13900%$292.6K$253.8K-$38.9K2026-10-28
MFA Wealth Services
DECREASED2,1342,139-50%$292.6K$253.1K-$39.5K2026-10-14
Schmidt P J Investment Management Inc
UNCHANGED2,1342,13400%$292.0K$253.2K-$38.8K2026-11-02
LCM Capital Management Inc
DECREASED2,1302,204-74-3%$301.5K$252.7K-$48.8K2026-10-20
Urban Wealth Management, LLC
DECREASED2,1242,196-72-3%$300.4K$252.0K-$48.4K2026-10-21
Hilton Head Capital Partners, LLC
INCREASED2,1212,041+80+4%$279.2K$251.6K-$27.6K2026-10-23
Cranbrook Wealth Management, LLC
UNCHANGED2,1092,10900%$288.5K$250.2K-$38.3K2026-10-28
Security Financial Services, Inc.
DECREASED2,0972,228-131-6%$304.8K$248.8K-$55.9K2026-10-29
Occidental Asset Management, LLC
INCREASED2,0721,927+145+8%$263.6K$245.8K-$17.8K2026-11-05
Bright Futures Wealth Management, Llc.
INCREASED2,0722,031+41+2%$277.8K$245.8K-$32.0K2026-10-23
Simon Quick Advisors, LLC
NEW2,070—+2,070——$245.6K—2026-10-26
Richardson Financial Services Inc.
DECREASED2,0682,078-100%$284.3K$245.3K-$38.9K2026-10-30
Legacy Solutions, LLC
DECREASED2,0672,219-152-7%$303.6K$245.2K-$58.4K2026-10-07
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,0652,06500%$282.5K$245.0K-$37.5K2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED2,0621,721+341+20%$235.5K$244.6K+$9.2K2026-11-04
Fortitude Advisory Group L.L.C.
UNCHANGED2,0622,06200%$282.1K$244.6K-$37.5K2026-10-15
Synergy Asset Management, LLC
NEW2,058—+2,058——$244.2K—2026-11-05
Summit Financial Strategies, Inc.
UNCHANGED2,0532,05300%$280.8K$243.5K-$37.3K2026-10-14
Glass Jacobson Investment Advisors llc
UNCHANGED2,0492,04900%$280.3K$243.1K-$37.2K2026-10-26
Tortuga Wealth Management, Inc
DECREASED2,0462,048-20%$280.2K$242.7K-$37.4K2026-10-27
LVM Capital Management LTD
UNCHANGED2,0452,04500%$280.0K$242.6K-$37.4K2026-10-20
HMV Wealth Advisors, LLC
UNCHANGED2,0422,04200%$279.4K$242.3K-$37.1K2026-10-27
Enterprise Financial Services Corp
NEW2,037—+2,037——$241.7K—2026-11-03
William Allan Corp
DECREASED2,0372,057-20-1%$281.4K$241.7K-$39.7K2026-10-14
Retirement Planning Group, LLC
INCREASED2,0311,792+239+13%$245.2K$241.0K-$4.2K2026-10-19
Accel Wealth Management
DECREASED2,0302,313-283-12%$316.5K$240.9K-$75.6K2026-10-13
Central Pacific Bank - Trust Division
DECREASED2,0252,210-185-8%$302.4K$240.2K-$62.1K2026-10-06
Dumont & Blake Investment Advisors LLC
DECREASED2,0192,027-80%$277.3K$239.5K-$37.8K2026-10-28
Alliance Wealth Advisors, LLC
DECREASED2,0102,024-14-1%$276.9K$238.5K-$38.4K2026-10-28
Evanson Financial, LLC
UNCHANGED2,0042,00400%$274.2K$237.8K-$36.4K2026-10-23
Balance Wealth Partners LLC
NEW2,002—+2,002——$237.6K—2026-10-27
First Command Advisory Services, Inc.
INCREASED2,001567+1,434+253%$77.6K$237.4K+$159.8K2026-11-05
Aries Wealth Management
UNCHANGED2,0002,00000%$273.6K$237.3K-$36.3K2026-10-23
Brady Martz Wealth Solutions, LLC
UNCHANGED2,0002,00000%$273.6K$237.3K-$36.3K2026-11-05
Hartford Financial Management Inc.
UNCHANGED2,0002,00000%$273.6K$237.3K-$36.3K2026-10-21
KPP Advisory Services LLC
DECREASED1,9992,594-595-23%$354.9K$237.2K-$117.7K2026-10-26
LiftPoint Family Wealth Advisors LLC
INCREASED1,9991,956+43+2%$267.6K$237.2K-$30.4K2026-11-03
Seamount Financial Group Inc
INCREASED1,9991,989+10+1%$272.1K$237.1K-$35.0K2026-10-21
WealthTrust Asset Management, LLC
INCREASED1,9991,998+1+0%$273.4K$237.2K-$36.2K2026-10-22
Gilman Hill Asset Management, LLC
DECREASED1,9752,600-625-24%$355.7K$234.3K-$121.4K2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED1,9721,902+70+4%$260.2K$234.0K-$26.2K2026-10-29
CRA Financial Services, LLC
INCREASED1,9711,954+17+1%$267.3K$233.9K-$33.4K2026-10-16
Greenwood Gearhart LLC
INCREASED1,9671,588+379+24%$217.3K$233.4K+$16.1K2026-11-02
Capital Squared Financial LLC
DECREASED1,9632,745-782-28%$375.5K$232.8K-$142.6K2026-10-30
Integrated Advisors Network LLC
DECREASED1,9632,282-319-14%$312.2K$232.9K-$79.3K2026-10-20
Annex Advisory Services, LLC
INCREASED1,9631,899+64+3%$259.7K$232.9K-$26.8K2026-10-16
Cape Investment Advisory, Inc.
INCREASED1,9611,868+93+5%$255.6K$232.6K-$23.0K2026-10-13
Cornerstone Wealth, LLC
UNCHANGED1,9611,96100%$259.9K$254.4K-$5.5K2026-10-28
Quantum Financial Advisors, LLC
INCREASED1,9571,956+1+0%$267.7K$232.2K-$35.4K2026-11-03
Grove Bank & Trust
INCREASED1,9481,921+27+1%$262.8K$231.1K-$31.7K2026-10-08
Fragasso Financial Advisors Inc
NEW1,940—+1,940——$238.3K—2026-10-13
Inspirion Wealth Advisors, LLC
UNCHANGED1,9371,93700%$261.6K$229.8K-$31.8K2026-10-09
Titleist Asset Management, LLC
DECREASED1,9111,985-74-4%$271.6K$226.7K-$44.9K2026-10-08
Relyea Zuckerberg Hanson LLC
DECREASED1,8991,904-50%$260.5K$225.3K-$35.2K2026-10-20
Bender Robert & Associates
NEW1,895—+1,895——$224.8K—2026-10-21
Blue Capital, Inc.
DECREASED1,8831,904-21-1%$260.5K$223.4K-$37.1K2026-10-13
Miramontes Capital, LLC
NEW1,877—+1,877——$222.7K—2026-10-19
West Bancorporation Inc
DECREASED1,8761,941-65-3%$265.5K$222.6K-$43.0K2026-10-29
OAK Ridge Investments LLC
INCREASED1,8631,501+362+24%$205.4K$221.0K+$15.7K2026-10-30
Affiance Financial, LLC
UNCHANGED1,8601,86000%$254.5K$220.7K-$33.7K2026-10-15
Northland Securities, Inc.
UNCHANGED1,8451,84500%$252.4K$218.9K-$33.5K2026-11-02
United Advisor Group, LLC
NEW1,843—+1,843——$218.7K—2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED1,8391,683+156+9%$230.3K$218.2K-$12.1K2026-10-13
Wealth Architects, LLC
DECREASED1,8381,869-31-2%$255.7K$218.1K-$37.6K2026-11-03
CMG Global Holdings, LLC
INCREASED1,8301,805+25+1%$246.9K$217.1K-$29.8K2026-10-14
Pacific Center for Financial Services
UNCHANGED1,8251,82500%$249.7K$216.5K-$33.2K2026-10-15
Canvas Wealth Advisors, LLC
DECREASED1,8171,883-66-4%$257.6K$235.0K-$22.6K2026-11-02
Financial Consulate, Inc
INCREASED1,8161,755+61+3%$240.1K$215.4K-$24.6K2026-10-23
Financial Solutions Advisory Group, Inc.
INCREASED1,8161,815+1+0%$242.9K$230.9K-$12.1K2026-10-28
Souders Financial Advisors
INCREASED1,8151,811+4+0%$247.8K$215.4K-$32.4K2026-11-03
55 North Private Wealth, LLC
DECREASED1,8141,898-84-4%$259.7K$215.2K-$44.4K2026-10-20
Manchester Capital Management LLC
DECREASED1,8071,903-96-5%$260.4K$214.4K-$46.0K2026-10-22
Trust Point Inc.
NEW1,791—+1,791——$212.5K—2026-10-27
Independence Bank of Kentucky
DECREASED1,7901,965-175-9%$268.8K$212.4K-$56.5K2026-10-26
Ridgecrest Wealth Partners, LLC
UNCHANGED1,7901,79000%$244.9K$212.4K-$32.5K2026-10-19
Novem Group
DECREASED1,7871,815-28-2%$248.3K$212.0K-$36.3K2026-10-19
Elevatus Welath Management
INCREASED1,7721,752+20+1%$239.6K$210.2K-$29.4K2026-10-19
Washington Trust Bank
INCREASED1,7491,677+72+4%$229.4K$207.5K-$21.9K2026-11-03
Clearwave Capital, LLC
INCREASED1,7471,693+54+3%$231.6K$207.2K-$24.4K2026-10-27
Cohen Capital Management, Inc.
UNCHANGED1,7411,74100%$238.2K$206.6K-$31.6K2026-10-14
Opal Wealth Advisors, LLC
DECREASED1,7393,470-1,731-50%$474.7K$206.3K-$268.4K2026-10-16
Kaufman Rossin Wealth, LLC
NEW1,736—+1,736——$206.0K—2026-10-19
Richwood Investment Advisors, LLC
UNCHANGED1,7331,73300%$237.1K$205.6K-$31.5K2026-10-30
Cromwell Holdings LLC
UNCHANGED1,7311,73100%$236.8K$205.4K-$31.5K2026-10-28
Riversedge Advisors, LLC
NEW1,723—+1,723——$204.4K—2026-10-09
Westside Investment Management, Inc.
UNCHANGED1,7151,71500%$234.6K$203.8K-$30.8K2026-11-02
Ridgeline Wealth, LLC
UNCHANGED1,7111,71100%$234.1K$215.0K-$19.1K2026-10-14
Cowa, LLC
DECREASED1,7101,735-25-1%$237.4K$202.9K-$34.5K2026-10-30
Klingman & Associates, LLC
INCREASED1,7051,530+175+11%$209.3K$202.3K-$7.0K2026-10-20
Riverwater Partners LLC
DECREASED1,7031,845-142-8%$252.4K$202.0K-$50.4K2026-11-03
FSM Wealth Advisors, LLC
INCREASED1,7021,654+48+3%$226.3K$208.1K-$18.1K2026-10-27
Griffin Asset Management, Inc.
UNCHANGED1,7001,70000%$232.6K$201.7K-$30.9K2026-10-22
Linscomb Wealth, Inc.
UNCHANGED1,7001,70000%$232.6K$201.7K-$30.9K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED1,699585+1,114+190%$80.0K$201.6K+$121.5K2026-10-30
Hopwood Financial Services, Inc.
NEW1,696—+1,696——$201.2K—2026-10-29
True Private Wealth Advisors
INCREASED1,6951,667+28+2%$228.1K$201.1K-$27.0K2026-10-19
Stonekeep Investments, LLC
DECREASED1,6911,710-19-1%$234.0K$200.6K-$33.4K2026-10-15
Elyxium Wealth, LLC
INCREASED1,6831,650+33+2%$225.8K$199.7K-$26.1K2026-10-27
Gen-Wealth Partners Inc
DECREASED1,6751,787-112-6%$244.5K$198.7K-$45.7K2026-11-04
Buck Wealth Strategies, LLC
INCREASED1,6521,625+27+2%$222.3K$196.0K-$26.3K2026-10-28
MTM Investment Management, LLC
INCREASED1,6441,643+1+0%$224.8K$195.0K-$29.8K2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED1,6431,64300%$224.8K$194.9K-$29.9K2026-10-15
Jnba Financial Advisors
UNCHANGED1,6181,61800%$221.4K$192.0K-$29.4K2026-11-03
Markowski Investments
DECREASED1,5881,664-76-5%$227.6K$188.4K-$39.2K2026-10-30
Sovran Advisors, LLC
INCREASED1,5721,549+23+1%$206.0K$203.4K-$2.6K2026-11-02
Princeton Global Asset Management LLC
INCREASED1,5611,423+138+10%$194.7K$185.2K-$9.5K2026-10-21
American National Bank & Trust
DECREASED1,5291,929-400-21%$263.9K$181.4K-$82.5K2026-10-07
Rosenberg Matthew Hamilton
UNCHANGED1,4701,47000%$201.1K$174.4K-$26.7K2026-10-05
Montag A & Associates Inc
DECREASED1,4511,655-204-12%$226.4K$172.1K-$54.3K2026-10-29
Heritage Family Offices, LLP
NEW1,444—+1,444——$171.3K—2026-11-02
Southern Michigan Bank & Trust
UNCHANGED1,4331,43300%$196.0K$170.0K-$26.0K2026-10-19
S.A. Mason LLC
UNCHANGED1,4301,43000%$195.6K$169.7K-$26.0K2026-10-13
Leonteq Securities AG
INCREASED1,366756+610+81%$103.4K$162.1K+$58.7K2026-10-29
Ashurst Perkins Coie Trust Co
INCREASED1,3541,350+4+0%$184.7K$160.6K-$24.1K2026-10-15
Deseret Mutual Benefit Administrators
DECREASED1,3331,386-53-4%$189.6K$158.1K-$31.5K2026-11-04
Dakota Community Bank & Trust NA
UNCHANGED1,3321,33200%$182.2K$158.0K-$24.2K2026-10-09
Nvest Wealth Strategies, Inc.
DECREASED1,3101,316-60%$180.0K$155.4K-$24.6K2026-10-14
Security National Bank
INCREASED1,3061,294+12+1%$177.0K$154.9K-$22.1K2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED1,2651,26500%$173.1K$150.1K-$23.0K2026-10-16
CrossGen Wealth, LLC
UNCHANGED1,2501,25000%$171.0K$148.3K-$22.7K2026-10-30
Meriwether Wealth & Planning, LLC
NEW1,242—+1,242——$147.4K—2026-10-13
Key FInancial Inc
DECREASED1,2371,444-207-14%$197.6K$146.8K-$50.8K2026-11-02
Blume Capital Management, Inc.
UNCHANGED1,2371,23700%$169.2K$146.8K-$22.5K2026-10-26
Tompkins Financial Corp
DECREASED1,2361,261-25-2%$172.5K$146.6K-$25.9K2026-10-05
Acima Private Wealth, LLC
UNCHANGED1,2241,22400%$167.5K$145.2K-$22.2K2026-10-05
Caitong International Asset Management Co., Ltd
DECREASED1,22010,516-9,296-88%$1.4M$144.7K-$1.3M2026-10-29
LFA - Lugano Financial Advisors SA
DECREASED1,1871,412-225-16%$193.2K$140.8K-$52.4K2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED1,1811,18100%$161.6K$140.1K-$21.5K2026-11-04
True Wealth Design, LLC
INCREASED1,179351+828+236%$48.0K$139.9K+$91.9K2026-10-13
Hughes Financial Services, LLC
INCREASED1,1621,035+127+12%$141.6K$150.3K+$8.7K2026-10-30
USA Financial Formulas
NEW1,153—+1,153——$136.8K—2026-10-16
Gilpin Wealth Management, LLC
INCREASED1,1531,151+2+0%$157.5K$136.8K-$20.7K2026-10-09
Madden Securities Corp
NEW1,134—+1,134——$134.5K—2026-10-27
Nemes Rush Group LLC
DECREASED1,1041,135-31-3%$155.2K$130.9K-$24.3K2026-11-04
Nfsg Corp
DECREASED1,0911,901-810-43%$260.1K$129.5K-$130.6K2026-10-15
Asset Planning,Inc
INCREASED1,0541,049+5+0%$143.6K$125.0K-$18.6K2026-10-26
SRH Advisors, LLC
UNCHANGED1,0001,00000%$136.8K$118.6K-$18.2K2026-10-22
Hoese & Co LLP
UNCHANGED1,0001,00000%$136.8K$118.6K-$18.2K2026-10-21
SJS Investment Consulting Inc.
INCREASED989719+270+38%$98.4K$117.3K+$19.0K2026-10-26
Oakworth Capital, Inc.
INCREASED982965+17+2%$131.2K$116.5K-$14.7K2026-10-26
Rossby Financial, LCC
INCREASED963290+673+232%$39.7K$114.3K+$74.6K2026-11-05
University of Texas S AM Investment Management Co
INCREASED962681+281+41%$93.2K$114.1K+$21.0K2026-11-03
TFC Financial Management, Inc.
UNCHANGED96196100%$131.4K$114.0K-$17.5K2026-10-26
Next Level Wealth Planning, LLC
NEW947—+947——$112.4K—2026-10-29
Duncker Streett & Co Inc
UNCHANGED90890800%$124.2K$107.7K-$16.5K2026-10-27
Mascoma Wealth Management LLC
INCREASED899613+286+47%$83.9K$106.7K+$22.8K2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED878841+37+4%$115.1K$104.2K-$10.9K2026-10-29
Coastline Trust Co
UNCHANGED84684600%$115.7K$100.4K-$15.4K2026-10-01
Beacon Investment Advisory Services, Inc.
UNCHANGED82582500%$112.9K$97.9K-$15.0K2026-10-13
Capital Advisors, Ltd. LLC
INCREASED820819+1+0%$112.0K$97.0K-$15.0K2026-10-27
Olistico Wealth, LLC
UNCHANGED80280200%$109.7K$95.1K-$14.6K2026-10-05
Valley National Advisers Inc
DECREASED764782-18-2%$107.0K$90.7K-$16.3K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED755429+326+76%$58.7K$89.6K+$30.9K2026-11-02
Monetary Solutions, Ltd
INCREASED754750+4+1%$102.6K$89.5K-$13.2K2026-10-22
IFS Advisors, LLC
DECREASED744759-15-2%$103.8K$88.3K-$15.6K2026-10-14
Evermay Wealth Management LLC
UNCHANGED73773700%$100.9K$87.5K-$13.4K2026-11-05
Bayban
UNCHANGED71971900%$98.4K$98.4K$02026-11-05
Clean Yield Group
INCREASED71666+650+985%$9.0K$84.9K+$75.9K2026-10-28
First United Bank & Trust
DECREASED715802-87-11%$109.7K$84.8K-$24.9K2026-10-22
Hurley Capital, LLC
UNCHANGED70070000%$95.8K$83.0K-$12.7K2026-11-05
SBI Securities Co., Ltd.
INCREASED698690+8+1%$94.4K$82.8K-$11.6K2026-10-22
Fiduciary Advisors, Inc.
UNCHANGED68768700%$94.0K$81.5K-$12.5K2026-10-16
Summit Securities Group LLC
NEW680—+680——$80.7K—2026-11-05
Elevated Capital Advisors, LLC
DECREASED6773,072-2,395-78%$420.3K$80.3K-$340.0K2026-11-04
Ascentis Wealth Management, LLC
INCREASED675600+75+13%$82.2K$80.2K-$2.0K2026-11-03
Byrne Asset Management LLC
INCREASED650490+160+33%$67.0K$77.8K+$10.8K2026-10-06
Signature Equity Partners, LLC
INCREASED648609+39+6%$83.3K$76.9K-$6.5K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED647479+168+35%$65.5K$76.7K+$11.2K2026-11-05
Concord Wealth Partners
DECREASED6251,884-1,259-67%$257.8K$74.2K-$183.6K2026-11-02
James T. Borello RIA
DECREASED623665-42-6%$91.0K$73.9K-$17.1K2026-10-16
Bangor Savings Bank
UNCHANGED61261200%$83.7K$72.6K-$11.1K2026-10-06
Owl Creek Wealth Partners LLC
UNCHANGED60460400%$82.6K$71.7K-$11.0K2026-10-20
Centerpoint Advisors, LLC
NEW601—+601——$71.0K—2026-11-05
DT Investment Partners, LLC
UNCHANGED59359300%$81.1K$70.4K-$10.8K2026-10-27
Barrett & Company, Inc.
UNCHANGED58558500%$80.1K$69.4K-$10.6K2026-10-22
Laurel Wealth Advisors LLC
NEW563—+563——$66.8K—2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED557550+7+1%$75.2K$66.1K-$9.2K2026-10-30
Blueline Advisors LLC
UNCHANGED54654600%$74.7K$64.8K-$9.9K2026-10-15
Cdkv Holdings LLC
UNCHANGED54054000%$73.9K$64.1K-$9.8K2026-10-28
Fulcrum Asset Management LLP
NEW526—+526——$62.8K—2026-11-04
PFS Partners, LLC
INCREASED504500+4+1%$68.4K$59.8K-$8.6K2026-10-21
Putney Financial Group LLC
NEW500—+500——$59.3K—2026-10-30
Axxion S.A.
NEW500—+500——$59.3K—2026-10-22
Piscataqua Savings Bank
UNCHANGED50050000%$68.4K$59.3K-$9.1K2026-10-21
Kingdom Financial Group Llc.
INCREASED489450+39+9%$61.6K$58.0K-$3.6K2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED46346300%$63.3K$54.9K-$8.4K2026-10-22
GK Wealth Management LLC
NEW458—+458——$54.3K—2026-10-09
Dynamic Wealth Strategies, LLC
UNCHANGED44544500%$60.9K$52.8K-$8.1K2026-10-16
Midwest Capital Advisors, LLC
INCREASED425345+80+23%$47.2K$50.4K+$3.2K2026-11-04
Nvwm, LLC
DECREASED423426-3-1%$58.3K$50.2K-$8.1K2026-10-14
MV Capital Management, Inc.
INCREASED411401+10+2%$54.9K$48.8K-$6.1K2026-10-29
Adirondack Trust Co
UNCHANGED41141100%$56.2K$48.8K-$7.5K2026-10-14
Birchbrook, Inc.
UNCHANGED40940900%$55.9K$48.5K-$7.4K2026-10-14
West Paces Advisors Inc.
INCREASED408371+37+10%$50.8K$48.4K-$2.4K2026-10-13
Flagship Wealth Advisors, LLC
UNCHANGED40240200%$55.0K$47.7K-$7.3K2026-11-03
Fortitude Family Office, LLC
INCREASED372346+26+8%$47.3K$44.1K-$3.2K2026-10-14
First Bancorp, Inc
UNCHANGED37237200%$50.9K$44.1K-$6.8K2026-10-26
Cedar Mountain Advisors, LLC
INCREASED360358+2+1%$49.0K$42.8K-$6.3K2026-10-15
Elevation Wealth Partners, LLC
INCREASED351194+157+81%$26.5K$41.6K+$15.1K2026-10-07
Rydar Equities, Inc.
NEW348—+348——$42.4K—2026-10-13
Bell Investment Advisors, Inc
DECREASED346374-28-7%$51.2K$41.1K-$10.1K2026-10-29
Main Street Group, LTD
DECREASED337367-30-8%$50.2K$39.9K-$10.2K2026-10-28
Bullock Wealth Management Group
UNCHANGED32532500%$43.9K$38.9K-$5.0K2026-10-09
Advocate Investing Services LLC
UNCHANGED32132100%$43.9K$38.1K-$5.8K2026-10-26
Aventus Investment Advisors, Inc.
UNCHANGED32032000%$43.8K$38.0K-$5.8K2026-10-09
Halbert Hargrove Global Advisors, LLC
INCREASED30016+284+1775%$2.3K$35.6K+$33.3K2026-10-16
Hickory Point Bank & Trust
DECREASED300354-54-15%$48.4K$35.6K-$12.8K2026-10-01
Costello Asset Management, Inc
DECREASED300312-12-4%$42.7K$35.6K-$7.1K2026-10-30
Canton Hathaway, LLC
UNCHANGED30030000%$41.0K$35.6K-$5.5K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED30030000%$41.0K$35.6K-$5.5K2026-10-07
GoalVest Advisory LLC
UNCHANGED29829800%$40.8K$35.4K-$5.4K2026-10-02
Tsfg, LLC
DECREASED2951,391-1,096-79%$190.0K$35.0K-$155.0K2026-10-23
Burkett Financial Services, LLC
INCREASED293291+2+1%$39.8K$34.8K-$5.0K2026-10-01
Advantage Trust Co
UNCHANGED27527500%$37.6K$32.6K-$5.0K2026-10-19
Beacon Financial Strategies Corp
UNCHANGED27527500%$37.6K$32.6K-$5.0K2026-10-14
O'Domhnaill Enterprises, Inc.
UNCHANGED27327300%$37.3K$32.4K-$5.0K2026-10-29
First Community Trust NA
UNCHANGED26626600%$36.4K$31.6K-$4.8K2026-10-07
Ares Financial Consulting, LLC
UNCHANGED25825800%$35.3K$30.6K-$4.6K2026-10-19
Acumen Wealth Advisors, LLC
INCREASED255238+17+7%$32.6K$30.3K-$2.3K2026-11-05
Paladin Partners, LLC
UNCHANGED25225200%$34.5K$29.9K-$4.6K2026-10-06
Pension & Wealth Management Advisors, Inc.
INCREASED251202+49+24%$27.6K$29.8K+$2.1K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED245889-644-72%$121.6K$29.1K-$92.6K2026-10-14
Asset Dedication, LLC
DECREASED232408-176-43%$55.8K$27.6K-$28.3K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED232200+32+16%$27.4K$27.5K+$1632026-10-20
Highline Wealth Partners LLC
DECREASED231237-6-3%$32.4K$27.4K-$5.0K2026-10-19
Union Savings Bank
UNCHANGED23023000%$31.5K$27.3K-$4.2K2026-10-14
Covestor Ltd
INCREASED229222+7+3%$30$27.0K+$27.0K2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED22322300%$30.4K$26.5K-$3.9K2026-10-01
Financial Management Professionals, Inc.
DECREASED212227-15-7%$31.1K$25.2K-$5.9K2026-10-23
Bank of New Hampshire
UNCHANGED20520500%$28.0K$24.3K-$3.7K2026-10-06
Adkins Seale Capital Management LLC
UNCHANGED20320300%$27.8K$24.1K-$3.7K2026-10-27
High Note Wealth, LLC
INCREASED201193+8+4%$26.4K$23.8K-$2.6K2026-10-27
Frankly Finances, LLC
UNCHANGED20020000%$27.4K$23.7K-$3.6K2026-10-28
Evolution Wealth Management Inc.
DECREASED191203-12-6%$27.8K$22.7K-$5.1K2026-10-28
Fairscale Capital, LLC
UNCHANGED18318300%$25.0K$23.8K-$1.2K2026-11-04
Washington Trust Advisors, Inc.
DECREASED180191-11-6%$26.1K$21.4K-$4.8K2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED17617600%$24.1K$20.9K-$3.2K2026-10-23
Lloyd Advisory Services, Llc.
INCREASED168100+68+68%$13.7K$20.0K+$6.2K2026-11-02
Trust Co
DECREASED162327-165-50%$44.7K$19.2K-$25.5K2026-10-09
Hara Capital LLC
UNCHANGED15015000%$20.5K$17.8K-$2.7K2026-10-30
WPG Advisers, LLC
DECREASED148323-175-54%$44.2K$17.6K-$26.6K2026-10-27
Pacifica Partners Inc.
UNCHANGED14714700%$20.4K$17.6K-$2.8K2026-10-09
Triumph Capital Management
DECREASED144180-36-20%$24.6K$17.1K-$7.5K2026-10-14
Prudent Man Investment Management, Inc.
INCREASED143100+43+43%$11.5K$17.0K+$5.4K2026-11-03
Downshift Financial, LLC
INCREASED1422+140+7000%$274$16.8K+$16.6K2026-10-13
Valued Wealth Advisors LLC
DECREASED140169-29-17%$23.1K$16.7K-$6.5K2026-11-05
Wilkerson Advisory Group LLC
INCREASED139112+27+24%$15.3K$16.5K+$1.2K2026-10-20
Spurstone Advisory Services, LLC
UNCHANGED13813800%$18.6K$16.5K-$2.1K2026-11-02
Lodestone Wealth Management LLC
UNCHANGED13713700%$18.7K$16.3K-$2.5K2026-10-14
Retirement Wealth Solutions LLC
INCREASED130119+11+9%$16.3K$15.4K-$8572026-10-07
Abound Wealth Management
INCREASED1286+122+2033%$822$15.1K+$14.3K2026-10-26
Compass Wealth Management LLC
NEW125—+125——$14.8K—2026-10-22
Tounjian Advisory Partners, LLC
DECREASED123140-17-12%$19.1K$14.6K-$4.6K2026-11-04
Planning Strategies Inc.
UNCHANGED12312300%$16.8K$14.6K-$2.2K2026-10-02
Financial Perspectives, Inc
UNCHANGED11911900%$16.3K$14.1K-$2.2K2026-11-03
Catalyst Capital Advisors LLC
DECREASED115664-549-83%$90.8K$13.6K-$77.2K2026-11-02
Avion Wealth
INCREASED11598+17+17%$13$13$02026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED10910900%$14.9K$12.9K-$2.0K2026-10-28
Burk Holdings LLC
NEW108—+108——$12.8K—2026-11-05
J.Safra Asset Management Corp
UNCHANGED10510500%$14.4K$12.5K-$1.9K2026-11-03
Roxbury Financial LLC
UNCHANGED10210200%$14.0K$12.1K-$1.9K2026-10-01
Mosley Wealth Management
INCREASED10192+9+10%$12.6K$12.6K+$52026-10-16
Vermillion Wealth Management, Inc.
UNCHANGED10110100%$13.8K$12.0K-$1.8K2026-10-26
Birchwood Financial Partners, Inc.
UNCHANGED10110100%$13.8K$12.0K-$1.8K2026-11-02
Hager Investment Management Services, LLC
UNCHANGED10010000%$13.7K$11.9K-$1.8K2026-11-04
Hussman Strategic Advisors, Inc.
UNCHANGED10010000%$13.7K$11.9K-$1.8K2026-11-02
Holos Integrated Wealth LLC
UNCHANGED10010000%$13.8K$12.5K-$1.3K2026-10-23
Fairway Wealth LLC
NEW99—+99——$11.7K—2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED9015+75+500%$2$11+$92026-10-14
Bay Harbor Wealth Management, LLC
INCREASED9078+12+15%$10.7K$10.7K+$72026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW89—+89——$10.6K—2026-10-15
Guinness Atkinson Asset Management Inc
UNCHANGED888800%$12.0K$10.4K-$1.6K2026-11-05
Global X Japan Co., Ltd.
NEW87—+87——$10.3K—2026-10-21
New England Capital Financial Advisors LLC
UNCHANGED868600%$11.8K$10.2K-$1.6K2026-11-03
General Partner, Inc.
UNCHANGED858500%$11.6K$10.1K-$1.5K2026-10-05
DiNuzzo Private Wealth, Inc.
INCREASED8323+60+261%$3.1K$9.8K+$6.7K2026-10-16
Vision Financial Markets LLC
INCREASED8281+1+1%$10.9K$9.7K-$1.2K2026-10-22
Aspect Partners, LLC
DECREASED7982-3-4%$11.2K$9.4K-$1.8K2026-10-20
Kozak & Associates, Inc.
UNCHANGED787800%$10.6K$10.1K-$5372026-10-29
Clark Wealth Partners
INCREASED7572+3+4%$9.9K$8.9K-$9532026-10-19
POM Investment Strategies, LLC
UNCHANGED747400%$10.1K$8.8K-$1.3K2026-10-20
William Mack & Associates, Inc.
NEW72—+72——$8.5K—2026-10-27
MidAtlantic Capital Management, Inc.
NEW68—+68——$8.1K—2026-11-05
Thompson Investment Management, Inc.
UNCHANGED686800%$9.3K$8.1K-$1.2K2026-10-14
Barnes Dennig Private Wealth Management LLC
NEW67—+67——$7.9K—2026-10-30
Wolff Wiese Magana LLC
UNCHANGED676700%$9.2K$7.9K-$1.2K2026-10-15
Bare Financial Services, Inc
DECREASED65107-42-39%$14.6K$7.7K-$6.9K2026-11-04
Rakuten Securities, Inc.
DECREASED62531-469-88%$72.6K$7.4K-$65.3K2026-11-02
CGC Financial Services, LLC
DECREASED6170-9-13%$9.6K$7.2K-$2.3K2026-10-13
IMG Wealth Management, Inc.
DECREASED60102-42-41%$14.0K$7.1K-$6.8K2026-10-27
Hoey Investments, Inc
UNCHANGED606000%$8.2K$7.1K-$1.1K2026-10-29
Align Financial, LLC
INCREASED5950+9+18%$6.8K$7.0K+$1592026-10-16
UMB Private Wealth Management, LLC
NEW58—+58——$6.9K—2026-10-19
Center for Financial Planning, Inc.
INCREASED573+54+1800%$411$6.8K+$6.4K2026-10-26
Investors Research Corp
UNCHANGED565600%$7.7K$6.6K-$1.0K2026-10-07
Marquette Asset Management, LLC
UNCHANGED515100%$7.0K$6.1K-$9272026-10-09
Curat Global, LLC
UNCHANGED505000%$6.8K$5.9K-$9092026-10-26
Ulland Investment Advisors, LLC
UNCHANGED505000%$7$6-$12026-10-13
West Branch Capital LLC
UNCHANGED505000%$6.8K$5.9K-$9092026-10-20
Alpine Bank Wealth Management
UNCHANGED484800%$6.6K$5.7K-$8722026-10-16
Creative Capital Management Investments LLC
INCREASED4429+15+52%$4.0K$5.2K+$1.3K2026-10-28
Affinity Wealth LLC
UNCHANGED434300%$5.9K$5.6K-$3062026-11-03
Private Wealth Management Group, LLC
UNCHANGED404000%$5.5K$4.7K-$7272026-10-19
MB, Levis & Associates, LLC
UNCHANGED363600%$4.9K$4.3K-$6242026-10-16
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED3554,350-54,315-100%$7.4M$4.2K-$7.4M2026-10-15
Maseco LLP
NEW33—+33——$3.9K—2026-10-27
Gleason Group, Inc.
UNCHANGED333300%$4.5K$3.9K-$6002026-10-15
Bradley & Co. Private Wealth Management, LLC
UNCHANGED313100%$4.2K$3.7K-$5642026-10-23
Hudson Edge Investment Partners Inc.
DECREASED3051,855-51,825-100%$7.1M$3.6K-$7.1M2026-10-28
Contravisory Investment Management, Inc.
NEW26—+26——$3.1K—2026-10-13
Rachor Investment Advisory Services, LLC
INCREASED2625+1+4%$3.5K$3.0K-$4382026-10-29
WestEnd Advisors, LLC
UNCHANGED252500%$3.4K$3.0K-$4542026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED252500%$3.4K$3.0K-$4542026-10-30
Toth Financial Advisory Corp
INCREASED2415+9+60%$2.1K$2.8K+$7952026-10-08
Davis Capital Management
INCREASED2318+5+28%$2.5K$2.7K+$2662026-10-08
Signature Resources Capital Management, LLC
INCREASED229+13+144%$1.2K$2.6K+$1.4K2026-10-16
American Capital Advisory, LLC
DECREASED2133-12-36%$4.5K$2.5K-$2.0K2026-10-28
Proathlete Wealth Management LLC
DECREASED2027-7-26%$3.7K$2.4K-$1.3K2026-10-15
DecisionPoint Financial, LLC
INCREASED1512+3+25%$1.6K$1.8K+$1762026-10-27
Quaker Wealth Management, LLC
INCREASED1411+3+27%$1.5K$1.7K+$1562026-10-22
Torren Management, LLC
UNCHANGED141400%$1.9K$1.7K-$2402026-10-29
John Boyer, Inc.
NEW11—+11——$1.3K—2026-10-27
Three Bridge Wealth Advisors, LLC
NEW11—+11——$1.3K—2026-11-05
Morton Brown Family Wealth, LLC
UNCHANGED101000%$1.4K$1.2K-$1822026-10-23
Key Capital Management, Inc
DECREASED921-12-57%$2.9K$1.1K-$1.8K2026-11-03
RHL Group, LLC
NEW6—+6——$712—2026-11-04
Breakwater Investment Management
UNCHANGED5500%$685$594-$912026-10-20
Strengthening Families & Communities, LLC
UNCHANGED5500%$684$593-$912026-10-21
Sunrise Financial Services, LLC
UNCHANGED5500%$684$593-$912026-10-21
Redwood Park Advisors LLC
UNCHANGED3300%$411$356-$552026-11-02
Inspire Investing, LLC
UNCHANGED2200%$317$277-$402026-10-22
Maryland Capital Advisors Inc.
UNCHANGED1100%$137$119-$182026-10-15
3 Factor Indexing, LLC
UNCHANGED1100%$137$119-$182026-10-15
Lockheed Martin Investment Management Co
CLOSED060,000-60,000-100%$8.2M$0-$8.2M2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED035,134-35,134-100%$4.8M$0-$4.8M2026-10-22
Jefferies Financial Group Inc.
CLOSED021,745-21,745-100%$3.0M$0-$3.0M2026-11-05
Oak Thistle LLC
CLOSED020,889-20,889-100%$2.9M$0-$2.9M2026-10-21
Patton Fund Management, Inc.
CLOSED018,535-18,535-100%$2.5M$0-$2.5M2026-10-13
NWF Advisory Services Inc.
CLOSED012,518-12,518-100%$1.7M$0-$1.7M2026-10-19
Strategy Asset Managers LLC
CLOSED07,106-7,106-100%$972.2K$0-$972.2K2026-10-14
Ashton Thomas Securities, LLC
CLOSED06,066-6,066-100%$830.4K$0-$830.4K2026-10-26
Cynosure Group, LLC
CLOSED04,666-4,666-100%$638.4K$0-$638.4K2026-11-03
Investment House LLC
CLOSED04,566-4,566-100%$624.7K$0-$624.7K2026-10-21
Convergence Financial, LLC
CLOSED03,169-3,169-100%$433.6K$0-$433.6K2026-10-27
Code Waechter LLC
CLOSED02,758-2,758-100%$377.3K$0-$377.3K2026-10-23
AMG National Trust Bank
CLOSED02,575-2,575-100%$352.3K$0-$352.3K2026-11-05
TritonPoint Partners, LLC
CLOSED02,492-2,492-100%$340.9K$0-$340.9K2026-11-05
Magnolia Capital Management LTD
CLOSED02,155-2,155-100%$295.0K$0-$295.0K2026-10-09
Leslie Global Wealth, LLC
CLOSED02,078-2,078-100%$284.3K$0-$284.3K2026-10-26
U S Global Investors Inc
CLOSED02,000-2,000-100%$273.6K$0-$273.6K2026-10-22
Symmetry Partners, LLC
CLOSED01,899-1,899-100%$259.8K$0-$259.8K2026-10-27
TCI Wealth Advisors, Inc.
CLOSED01,885-1,885-100%$257.9K$0-$257.9K2026-10-30
D'Orazio & Associates, Inc.
CLOSED01,799-1,799-100%$246.1K$0-$246.1K2026-11-04
SmartHarvest Portfolios, LLC
CLOSED01,784-1,784-100%$244.1K$0-$244.1K2026-10-26
Trilogy Capital Inc.
CLOSED01,763-1,763-100%$241.2K$0-$241.2K2026-10-20
Legacy Advisors, LLC
CLOSED01,756-1,756-100%$240.2K$0-$240.2K2026-10-19
Global Wealth Management Investment Advisory, Inc.
CLOSED01,746-1,746-100%$238.9K$0-$238.9K2026-11-04
tru Independence LLC
CLOSED01,735-1,735-100%$237.4K$0-$237.4K2026-10-20
Master's Wealth Management Inc.
CLOSED01,713-1,713-100%$234.4K$0-$234.4K2026-10-22
Archford Capital Strategies, LLC
CLOSED01,679-1,679-100%$229.7K$0-$229.7K2026-10-19
Childress Capital Advisors, LLC
CLOSED01,675-1,675-100%$229.2K$0-$229.2K2026-10-28
Breakwater Capital Group
CLOSED01,671-1,671-100%$228.6K$0-$228.6K2026-10-09
Triad Wealth Partners, LLC
CLOSED01,657-1,657-100%$212.6K$0-$212.6K2026-10-26
Thomas Story & SON LLC
CLOSED01,650-1,650-100%$225.7K$0-$225.7K2026-10-13
Greatmark Investment Partners, Inc.
CLOSED01,638-1,638-100%$224.1K$0-$224.1K2026-10-28
Visionary Wealth Advisors
CLOSED01,633-1,633-100%$223.4K$0-$223.4K2026-11-04
RFG - Bristol Wealth Advisors, LLC
CLOSED01,631-1,631-100%$223.1K$0-$223.1K2026-10-09
Lynx Investment Advisory
CLOSED01,628-1,628-100%$222.7K$0-$222.7K2026-10-27
CGN Advisors LLC
CLOSED01,626-1,626-100%$222.5K$0-$222.5K2026-10-21
First Growth Capital LLC
CLOSED01,620-1,620-100%$221.6K$0-$221.6K2026-10-15
Traveka Wealth, LLC
CLOSED01,618-1,618-100%$221.4K$0-$221.4K2026-10-19
Northwest Wealth Management, LLC
CLOSED01,609-1,609-100%$220.1K$0-$220.1K2026-10-30
Leisure Capital Management
CLOSED01,607-1,607-100%$219.9K$0-$219.9K2026-11-03
PMG Family Office LLC
CLOSED01,603-1,603-100%$219.3K$0-$219.3K2026-10-19
Kestra Investment Management, LLC
CLOSED01,603-1,603-100%$219.3K$0-$219.3K2026-11-04
First Nebraska Trust Co
CLOSED01,598-1,598-100%$218.6K$0-$218.6K2026-10-30
Bill Few Associates, Inc.
CLOSED01,598-1,598-100%$218.6K$0-$218.6K2026-10-09
bLong Financial, LLC
CLOSED01,590-1,590-100%$217.5K$0-$217.5K2026-10-29
Bailard, Inc.
CLOSED01,566-1,566-100%$214.3K$0-$214.3K2026-10-13
SLT Holdings LLC
CLOSED01,563-1,563-100%$213.8K$0-$213.8K2026-10-15
QTR Family Wealth, LLC
CLOSED01,555-1,555-100%$212.7K$0-$212.7K2026-11-02
Omni 360 Wealth, Inc.
CLOSED01,555-1,555-100%$212.7K$0-$212.7K2026-10-13
Mindset Wealth Management, LLC
CLOSED01,553-1,553-100%$212.5K$0-$212.5K2026-10-19
Tranquility Partners, LLC
CLOSED01,545-1,545-100%$211.4K$0-$211.4K2026-10-20
KRS Capital Management, LLC
CLOSED01,541-1,541-100%$210.8K$0-$210.8K2026-10-16
Huntleigh Advisors, Inc.
CLOSED01,540-1,540-100%$210.8K$0-$210.8K2026-11-03
Olio Financial Planning
CLOSED01,540-1,540-100%$210.7K$0-$210.7K2026-10-22
Optivise Advisory Services LLC
CLOSED01,539-1,539-100%$210.5K$0-$210.5K2026-10-19
Badgley Phelps Wealth Managers, LLC
CLOSED01,537-1,537-100%$210.3K$0-$210.3K2026-10-22
Brick & Kyle, Associates
CLOSED01,529-1,529-100%$200.4K$0-$200.4K2026-11-05
Paragon Private Wealth Management, LLC
CLOSED01,518-1,518-100%$207.8K$0-$207.8K2026-10-20
Univest Financial Corp
CLOSED01,515-1,515-100%$207.2K$0-$207.2K2026-11-05
Anchyra Partners LLC
CLOSED01,509-1,509-100%$206.4K$0-$206.4K2026-10-13
Texas Bank & Trust Co
CLOSED01,500-1,500-100%$205.2K$0-$205.2K2026-11-04
Ipswich Investment Management Co., Inc.
CLOSED01,500-1,500-100%$205.2K$0-$205.2K2026-10-13
Robertson Stephens Wealth Management, LLC
CLOSED01,496-1,496-100%$204.7K$0-$204.7K2026-10-16
Global Assets Advisory, LLC
CLOSED01,493-1,493-100%$201.7K$0-$201.7K2026-10-28
Chicago Trust Co NA
CLOSED01,490-1,490-100%$203.8K$0-$203.8K2026-10-28
Biltmore Family Office, LLC
CLOSED01,484-1,484-100%$203.0K$0-$203.0K2026-11-03
Central Valley Advisors, LLC
CLOSED01,470-1,470-100%$201.2K$0-$201.2K2026-10-27
Intergy Private Wealth, LLC
CLOSED01,468-1,468-100%$200.8K$0-$200.8K2026-10-16
Wellington Shields Capital Management, LLC
CLOSED01,430-1,430-100%$195.6K$0-$195.6K2026-11-03
Acropolis Investment Management, LLC
CLOSED01,293-1,293-100%$176.9K$0-$176.9K2026-10-08
Commonwealth Retirement Investments LLC
CLOSED01,248-1,248-100%$170.7K$0-$170.7K2026-10-26
Wellington Shields & Co., LLC
CLOSED0850-850-100%$116.3K$0-$116.3K2026-11-03
Cornerstone Planning Group LLC
CLOSED0718-718-100%$95.5K$0-$95.5K2026-10-16
Axiom Investment Management LLC
CLOSED0711-711-100%$97.3K$0-$97.3K2026-11-03
Bayforest Capital Ltd
CLOSED0242-242-100%$33.1K$0-$33.1K2026-11-03
Founders Capital Management
CLOSED0173-173-100%$23.7K$0-$23.7K2026-10-13
Kentucky Trust Co
CLOSED0100-100-100%$13.7K$0-$13.7K2026-10-15
LifeSteps Financial, Inc.
CLOSED076-76-100%$10.4K$0-$10.4K2026-10-15
NBT Bank, N.A.
CLOSED075-75-100%$10.3K$0-$10.3K2026-10-21
Stone House Investment Management, LLC
CLOSED063-63-100%$8.6K$0-$8.6K2026-10-23
Gill Capital Partners, LLC
CLOSED050-50-100%$6.8K$0-$6.8K2026-10-13
Activest Wealth Management
CLOSED049-49-100%$6.7K$0-$6.7K2026-10-15
United Financial Planning Group LLC
CLOSED036-36-100%$4.9K$0-$4.9K2026-11-04
Kelleher Financial Advisors
CLOSED032-32-100%$4.4K$0-$4.4K2026-10-30
Whipplewood Advisors, LLC
CLOSED027-27-100%$3.7K$0-$3.7K2026-10-20
Atlatl Advisers LLC
CLOSED023-23-100%$3.1K$0-$3.1K2026-10-22
Y.D. More Investments Ltd
CLOSED013-13-100%$1.8K$0-$1.8K2026-11-02
Navigoe, LLC
CLOSED06-6-100%$0$0$02026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED05-5-100%$689$0-$6892026-10-29
Robinswood Financial LLC
CLOSED04-4-100%$551$0-$5512026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED000—$462.4K$374.1K-$88.3K2026-10-29
BlackRock, Inc.
N/A—51,024,057-51,024,057-100%$7.0B———
Vanguard Capital Management LLC
N/A—35,529,471-35,529,471-100%$4.9B———
State Street Corp
N/A—30,783,142-30,783,142-100%$4.2B———
Vanguard Portfolio Management LLC
N/A—23,492,086-23,492,086-100%$3.2B———
Invesco Ltd.
N/A—19,527,874-19,527,874-100%$2.7B———
Morgan Stanley
N/A—18,980,444-18,980,444-100%$2.6B———
Geode Capital Management, LLC
N/A—14,404,302-14,404,302-100%$2.0B———
Wellington Management Group LLP
N/A—13,872,005-13,872,005-100%$1.9B———
Bank of America Corp
N/A—12,269,851-12,269,851-100%$1.7B———
Goldman Sachs Group Inc
N/A—10,965,480-10,965,480-100%$1.5B———
GQG Partners LLC
N/A—10,263,074-10,263,074-100%$1.4B———
Ameriprise Financial Inc
N/A—9,728,413-9,728,413-100%$1.3B———
FMR LLC
N/A—9,302,934-9,302,934-100%$1.3B———
Franklin Resources Inc
N/A—9,148,318-9,148,318-100%$1.3B———
Dodge & COX
N/A—8,674,355-8,674,355-100%$1.2B———
Barclays PLC
N/A—6,836,683-6,836,683-100%$935.3M———
Royal Bank of Canada
N/A—5,991,251-5,991,251-100%$819.7M———
Nuveen, LLC
N/A—5,729,832-5,729,832-100%$783.9M———
Alliancebernstein L.P.
N/A—5,398,220-5,398,220-100%$707.6M———
Legal & General Group Plc
N/A—4,975,065-4,975,065-100%$680.6M———
Northern Trust Corp
N/A—4,651,077-4,651,077-100%$636.3M———
Millennium Management LLC
N/A—4,488,072-4,488,072-100%$614.0M———
Massachusetts Financial Services Co
N/A—4,176,896-4,176,896-100%$572.6M———
Wells Fargo & Company
N/A—3,996,112-3,996,112-100%$546.7M———
Charles Schwab Investment Management Inc
N/A—3,568,905-3,568,905-100%$488.3M———
Envestnet Asset Management Inc
N/A—3,243,607-3,243,607-100%$443.8M———
Vanguard Fiduciary Trust Co
N/A—3,055,155-3,055,155-100%$418.0M———
Amundi
N/A—2,901,661-2,901,661-100%$397.0M———
Raymond James Financial Inc
N/A—2,505,273-2,505,273-100%$342.7M———
JPMorgan Chase & Co
N/A—2,493,480-2,493,480-100%$344.0M———
UBS Group AG
N/A—2,482,093-2,482,093-100%$339.6M———
UBS Asset Management Americas LLC
N/A—2,310,019-2,310,019-100%$316.0M———
Mawer Investment Management Ltd.
N/A—2,283,858-2,283,858-100%$312.5M———
Deutsche Bank Ag\
N/A—2,184,092-2,184,092-100%$298.8M———
Jupiter Topco LLC
N/A—2,149,485-2,149,485-100%$294.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,140,225-2,140,225-100%$292.8M———
TD Asset Management Inc
N/A—2,116,926-2,116,926-100%$289.6M———
HighTower Advisors, LLC
N/A—1,983,231-1,983,231-100%$271.3M———
National Pension Service
N/A—1,970,769-1,970,769-100%$269.6M———
Bank of Montreal
N/A—1,948,767-1,948,767-100%$266.6M———
Cohen & Steers, Inc.
N/A—1,692,618-1,692,618-100%$231.6M———
Bessemer Group Inc
N/A—1,662,114-1,662,114-100%$227.4M———
Point72 Asset Management, L.P.
N/A—1,616,644-1,616,644-100%$221.2M———
Cbre Investment Management Listed Real Assets LLC
N/A—1,554,554-1,554,554-100%$212.7M———
Swiss National Bank
N/A—1,533,200-1,533,200-100%$209.8M———
Capital Research Global Investors
N/A—1,506,641-1,506,641-100%$206.1M———
Russell Investments Group, Ltd.
N/A—1,404,425-1,404,425-100%$192.1M———
BNP Paribas Financial Markets
N/A—1,293,481-1,293,481-100%$177.0M———
AQR Capital Management LLC
N/A—1,291,088-1,291,088-100%$176.3M———
Jennison Associates LLC
N/A—1,275,581-1,275,581-100%$174.5M———
LPL Financial LLC
N/A—1,197,999-1,197,999-100%$163.9M———
Huntington National Bank
N/A—1,187,294-1,187,294-100%$162.4M———
Manufacturers Life Insurance Company, the
N/A—1,186,541-1,186,541-100%$162.3M———
Chevy Chase Trust Holdings, LLC
N/A—1,172,080-1,172,080-100%$160.4M———
Vanguard Global Advisers, LLC
N/A—1,171,664-1,171,664-100%$160.3M———
Vanguard Asset Management, Ltd
N/A—1,144,968-1,144,968-100%$156.6M———
Johnson Investment Counsel Inc
N/A—1,144,304-1,144,304-100%$156.6M———
Stifel Financial Corp
N/A—1,115,814-1,115,814-100%$152.7M———
HSBC Holdings PLC
N/A—1,088,392-1,088,392-100%$149.2M———
SEI Investments Co
N/A—1,086,081-1,086,081-100%$148.6M———
Adage Capital Partners GP, L.L.C.
N/A—1,002,906-1,002,906-100%$137.2M———
California Public Employees Retirement System
N/A—1,001,653-1,001,653-100%$137.0M———
Reaves W H & Co Inc
N/A—994,697-994,697-100%$136.1M———
Soroban Capital Partners LP
N/A—969,250-969,250-100%$132.6M———
Crawford Investment Counsel Inc
N/A—967,797-967,797-100%$132.4M———
Victory Capital Management Inc
N/A—963,375-963,375-100%$131.8M———
Energy Income Partners, LLC
N/A—919,858-919,858-100%$125.8M———
Empower Advisory Group, LLC
N/A—883,476-883,476-100%$120.9M———
Rhumbline Advisers
N/A—869,280-869,280-100%$118.9M———
Epoch Investment Partners, Inc.
N/A—861,217-861,217-100%$117.8M———
Duff & Phelps Investment Management Co
N/A—801,532-801,532-100%$109.7M———
Zacks Investment Management
N/A—795,130-795,130-100%$108.8M———
Price T Rowe Associates Inc
N/A—782,933-782,933-100%$107.1M———
Soros Fund Management LLC
N/A—768,000-768,000-100%$105.1M———
Commerce Bank
N/A—736,935-736,935-100%$100.8M———
Qube Research & Technologies Ltd
N/A—729,507-729,507-100%$99.8M———
Lazard Asset Management LLC
N/A—725,686-725,686-100%$99.3M———
Captrust Financial Advisors
N/A—718,033-718,033-100%$98.2M———
Natixis Advisors, LLC
N/A—701,541-701,541-100%$96.0M———
M&T Bank Corp
N/A—672,853-672,853-100%$92.1M———
First Financial Bankshares Inc
N/A—657,656-657,656-100%$90.0M———
California State Teachers Retirement System
N/A—632,795-632,795-100%$86.6M———
Baird Financial Group, Inc.
N/A—625,314-625,314-100%$85.5M———
Neuberger Berman Group LLC
N/A—615,589-615,589-100%$84.2M———
Prudential Financial Inc
N/A—608,987-608,987-100%$83.3M———
First Trust Advisors LP
N/A—606,447-606,447-100%$83.0M———
Eurizon Capital SGR S.p.A.
N/A—593,813-593,813-100%$81.4M———
Gabelli Funds LLC
N/A—587,425-587,425-100%$80.4M———
Jupiter Asset Management LTD
N/A—570,772-570,772-100%$78.1M———
Jones Financial Companies Lllp
N/A—570,666-570,666-100%$79.1M———
Vanguard Investments Australia, Ltd.
N/A—543,231-543,231-100%$74.3M———
CIBC Bancorp USA Inc.
N/A—516,094-516,094-100%$70.6M———
Ghisallo Capital Management LLC
N/A—500,000-500,000-100%$68.4M———
Burkehill Global Management, LP
N/A—500,000-500,000-100%$68.4M———
New York State Common Retirement Fund
N/A—498,687-498,687-100%$68.2M———
Nomura Asset Management Co LTD
N/A—479,563-479,563-100%$65.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—475,656-475,656-100%$65.1M———
State Board of Administration of Florida Retirement System
N/A—469,014-469,014-100%$64.2M———
Mariner, LLC
N/A—464,787-464,787-100%$63.6M———
Bollard Group LLC
N/A—462,273-462,273-100%$63.2M———
PNC Financial Services Group, Inc.
N/A—458,820-458,820-100%$62.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—455,425-455,425-100%$62.3M———
Quantinno Capital Management LP
N/A—454,031-454,031-100%$62.1M———
Hudson Bay Capital Management LP
N/A—450,653-450,653-100%$61.7M———
Nomura Asset Management International Inc.
N/A—447,743-447,743-100%$61.3M———
Icahn Carl CA
N/A—434,710-434,710-100%$59.5M———
Rockefeller Capital Management L.P.
N/A—428,173-428,173-100%$58.6M———
Commerzbank Aktiengesellschaft
N/A—423,721-423,721-100%$58.0M———
Magellan Asset Management Ltd
N/A—413,164-413,164-100%$56.5M———
Yaupon Capital Management LP
N/A—412,431-412,431-100%$56.4M———
Scotia Capital Inc.
N/A—410,549-410,549-100%$56.2M———
ExodusPoint Capital Management, LP
N/A—409,847-409,847-100%$56.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—408,121-408,121-100%$55.8M———
Seven Grand Managers, LLC
N/A—400,000-400,000-100%$54.7M———
Marshall Wace, LLP
N/A—396,968-396,968-100%$54.3M———
Arrowstreet Capital, Limited Partnership
N/A—396,629-396,629-100%$54.3M———
Macquarie Group LTD
N/A—389,801-389,801-100%$53.3M———
Ceredex Value Advisors LLC
N/A—376,550-376,550-100%$51.5M———
Hite Hedge Asset Management LLC
N/A—376,380-376,380-100%$51.5M———
AE Wealth Management LLC
N/A—371,977-371,977-100%$50.9M———
Korea Investment Corp
N/A—369,078-369,078-100%$50.5M———
National Bank of Canada
N/A—354,719-354,719-100%$48.5M———
Ensign Peak Advisors, Inc
N/A—354,410-354,410-100%$48.5M———
Federated Hermes, Inc.
N/A—354,125-354,125-100%$48.4M———
Covalis Capital LLP
N/A—350,872-350,872-100%$48.0M———
Verition Fund Management LLC
N/A—346,918-346,918-100%$47.5M———
Voloridge Investment Management, LLC
N/A—334,121-334,121-100%$45.7M———
Verbena Value LP
N/A—328,923-328,923-100%$45.0M———
Tidal Investments LLC
N/A—317,890-317,890-100%$43.5M———
Allianz Asset Management GmbH
N/A—315,929-315,929-100%$43.2M———
Credit Agricole S A
N/A—311,597-311,597-100%$42.6M———
Tortoise Capital Advisors, L.L.C.
N/A—308,617-308,617-100%$42.2M———
Thiel Macro LLC
N/A—308,617-308,617-100%$42.2M———
Cetera Investment Advisers
N/A—304,753-304,753-100%$41.7M———
&partners
N/A—301,462-301,462-100%$41.3M———
Canada Life Assurance Co
N/A—300,474-300,474-100%$41.0M———
Freestone Grove Partners LP
N/A—300,000-300,000-100%$41.0M———
State of Wisconsin Investment Board
N/A—289,246-289,246-100%$39.6M———
Treasurer of the State of North Carolina
N/A—279,560-279,560-100%$38.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—276,591-276,591-100%$37.8M———
Van Eck Associates Corp
N/A—274,047-274,047-100%$37.5M———
Capital Fund Management S.A.
N/A—262,897-262,897-100%$36.0M———
D. E. Shaw & Co., Inc.
N/A—253,790-253,790-100%$34.7M———
Osaic Holdings, Inc.
N/A—253,646-253,646-100%$34.7M———
Citadel Advisors LLC
N/A—252,250-252,250-100%$34.5M———
Janney Montgomery Scott LLC
N/A—248,727-248,727-100%$34.0M———
Fukoku Mutual Life Insurance Co
N/A—240,766-240,766-100%$32.9M———
American Century Companies Inc
N/A—234,613-234,613-100%$32.1M———
Public Employees Retirement System of Ohio
N/A—233,772-233,772-100%$32.0M———
State of Tennessee, Department of Treasury
N/A—231,083-231,083-100%$31.6M———
Guggenheim Capital LLC
N/A—229,243-229,243-100%$31.4M———
SG Americas Securities, LLC
N/A—229,070-229,070-100%$31.3M———
Investment Management Corp of Ontario
N/A—227,280-227,280-100%$31.1M———
Northwest & Ethical Investments L.P.
N/A—220,649-220,649-100%$30.2M———
Systematic Alpha Investments, LLC
N/A—217,000-217,000-100%$29.7M———
Mercer Global Advisors Inc
N/A—209,913-209,913-100%$28.7M———
Toronto Dominion Bank
N/A—204,045-204,045-100%$27.9M———
Aberdeen Group plc
N/A—201,988-201,988-100%$27.6M———
Cerity Partners LLC
N/A—190,823-190,823-100%$26.1M———
Balyasny Asset Management L.P.
N/A—188,030-188,030-100%$25.7M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—185,962-185,962-100%$25.4M———
Waverly Advisors, LLC
N/A—185,178-185,178-100%$25.3M———
Steward Partners Investment Advisory, LLC
N/A—182,456-182,456-100%$25.0M———
MML Investors Services, LLC
N/A—182,155-182,155-100%$24.9M———
Arax Advisory Partners
N/A—172,534-172,534-100%$23.6M———
Alyeska Investment Group, L.P.
N/A—172,030-172,030-100%$23.5M———
Teacher Retirement System of Texas
N/A—171,550-171,550-100%$23.5M———
Rafferty Asset Management, LLC
N/A—169,412-169,412-100%$23.2M———
Resona Asset Management Co.,Ltd.
N/A—166,220-166,220-100%$22.8M———
QRG Capital Management, Inc.
N/A—163,903-163,903-100%$22.4M———
Nissay Asset Management Corp N
N/A—161,304-161,304-100%$22.1M———
Bridgewater Associates, LP
N/A—159,591-159,591-100%$21.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—159,026-159,026-100%$21.8M———
Martingale Asset Management L P
N/A—155,495-155,495-100%$21.3M———
Public Sector Pension Investment Board
N/A—155,363-155,363-100%$21.3M———
O'shaughnessy Asset Management, LLC
N/A—154,673-154,673-100%$21.2M———
Worldquant Millennium Advisors LLC
N/A—151,144-151,144-100%$20.7M———
Pinnacle Financial Partners, Inc.
N/A—148,066-148,066-100%$20.3M———
Advisory Research Inc
N/A—146,846-146,846-100%$20.1M———
Capital Analysts, LLC
N/A—146,712-146,712-100%$20.1M———
Lighthouse Investment Partners, LLC
N/A—137,207-137,207-100%$18.8M———
Canada Pension Plan Investment Board
N/A—134,572-134,572-100%$18.4M———
Silvercrest Asset Management Group LLC
N/A—133,747-133,747-100%$18.3M———
Sequoia Financial Advisors, LLC
N/A—132,456-132,456-100%$18.1M———
Intech Investment Management LLC
N/A—128,976-128,976-100%$17.6M———
BW Gestao de Investimentos Ltda.
N/A—128,353-128,353-100%$17.6M———
Bank of Nova Scotia
N/A—127,904-127,904-100%$17.5M———
Wealthfront Advisers LLC
N/A—126,353-126,353-100%$17.3M———
Aventail Capital Group, LP
N/A—125,923-125,923-100%$17.2M———
MetLife Investment Management, LLC
N/A—124,487-124,487-100%$17.0M———
Haverford Trust Co
N/A—123,463-123,463-100%$16.9M———
Clarity Financial LLC
N/A—120,109-120,109-100%$16.4M———
Mediolanum International Funds Ltd
N/A—119,433-119,433-100%$16.5M———
Woodline Partners LP
N/A—118,727-118,727-100%$16.2M———
Stephens Inc
N/A—116,856-116,856-100%$16.0M———
Vestcor Inc
N/A—112,918-112,918-100%$15.4M———
Acadian Asset Management LLC
N/A—109,802-109,802-100%$15.0M———
Whittier Trust Co
N/A—106,961-106,961-100%$14.5M———
Voya Investment Management LLC
N/A—105,351-105,351-100%$14.4M———
VAN Lanschot Kempen Investment Management N.V.
N/A—104,665-104,665-100%$14.3M———
Argent Trust Co
N/A—102,819-102,819-100%$14.1M———
NewEdge Advisors, LLC
N/A—101,934-101,934-100%$13.9M———
Empowered Funds, LLC
N/A—99,353-99,353-100%$13.6M———
Andra Ap-fonden
N/A—97,600-97,600-100%$13.4M———
Quadrature Capital Ltd
N/A—94,586-94,586-100%$12.9M———
BTG Pactual Asset Management US LLC
N/A—94,224-94,224-100%$12.9M———
BNP Paribas Asset Management Holding S.A.
N/A—91,315-91,315-100%$12.5M———
Gotham Asset Management, LLC
N/A—89,810-89,810-100%$12.3M———
Vanguard Personalized Indexing Management, LLC
N/A—86,241-86,241-100%$11.8M———
Alberta Investment Management Corp
N/A—85,500-85,500-100%$11.7M———
Sagefield Capital LP
N/A—84,085-84,085-100%$11.5M———
Focus Partners Wealth
N/A—83,063-83,063-100%$11.4M———
Utah Retirement Systems
N/A—82,685-82,685-100%$11.3M———
Police & Firemen's Retirement System of New Jersey
N/A—82,327-82,327-100%$11.3M———
USS Investment Management Ltd
N/A—81,975-81,975-100%$11.2M———
British Columbia Investment Management Corp
N/A—81,533-81,533-100%$11.2M———
Glenmede Trust Co NA
N/A—78,453-78,453-100%$10.7M———
CCM Investment Advisers LLC
N/A—78,254-78,254-100%$10.7M———
Merit Financial Group, LLC
N/A—77,844-77,844-100%$10.6M———
Greenland Capital Management LP
N/A—76,954-76,954-100%$10.5M———
Bellars Harris Wealth Management, LLC
N/A—75,847-75,847-100%$10.4M———
CIBC World Market Inc.
N/A—74,727-74,727-100%$10.2M———
Skba Capital Management LLC
N/A—74,540-74,540-100%$10.2M———
Nomura Holdings Inc
N/A—73,424-73,424-100%$10.0M———
Pathstone Holdings, LLC
N/A—72,619-72,619-100%$10.0M———
Pacer Advisors, Inc.
N/A—72,303-72,303-100%$9.9M———
Opal Capital LLC
N/A—70,152-70,152-100%$9.6M———
LSV Asset Management
N/A—69,190-69,190-100%$9.5M———
Nykredit A/S
N/A—68,191-68,191-100%$9.3M———
Integrated Wealth Concepts LLC
N/A—68,057-68,057-100%$9.3M———
Public Employees Retirement Association of Colorado
N/A—67,919-67,919-100%$9.3M———
Tocqueville Asset Management L.P.
N/A—66,054-66,054-100%$9.0M———
MAI Capital Management
N/A—65,868-65,868-100%$9.0M———
Private Advisor Group, LLC
N/A—65,832-65,832-100%$9.0M———
Savant Capital, LLC
N/A—63,574-63,574-100%$8.4M———
Northwestern Mutual Wealth Management Co
N/A—63,355-63,355-100%$8.7M———
Horizon Investments, LLC
N/A—62,687-62,687-100%$8.5M———
Polymer Capital Management (US) LLC
N/A—62,500-62,500-100%$8.6M———
Trajan Wealth LLC
N/A—62,225-62,225-100%$8.5M———
Kayne Anderson Capital Advisors LP
N/A—61,748-61,748-100%$8.4M———
Shelton Capital Management
N/A—61,719-61,719-100%$8.4M———
Sand Hill Global Advisors, LLC
N/A—60,029-60,029-100%$8.2M———
Ibex Wealth Advisors
N/A—59,104-59,104-100%$8.1M———
Metis Global Partners, LLC
N/A—58,757-58,757-100%$8.0M———
Summit Financial, LLC
N/A—57,632-57,632-100%$7.9M———
Blair William & Co
N/A—55,280-55,280-100%$7.6M———
Federation des caisses Desjardins du Quebec
N/A—54,845-54,845-100%$7.5M———
Elo Mutual Pension Insurance Co
N/A—54,398-54,398-100%$7.4M———
Bearing Point Capital, LLC
N/A—54,114-54,114-100%$7.4M———
SummitTX Capital, L.P.
N/A—51,082-51,082-100%$7.0M———
Aquatic Capital Management LLC
N/A—50,334-50,334-100%$6.9M———
Allstate Corp
N/A—50,249-50,249-100%$6.9M———
Vestmark Advisory Solutions, Inc.
N/A—49,974-49,974-100%$6.8M———
ABN Amro Bank N.V.
N/A—49,646-49,646-100%$6.8M———
Mufg Securities Emea plc
N/A—48,838-48,838-100%$6.7M———
Independent Advisor Alliance
N/A—48,671-48,671-100%$6.7M———
Vennlight Capital Management, LP
N/A—47,600-47,600-100%$6.5M———
Norinchukin Bank, The
N/A—47,318-47,318-100%$6.5M———
Eventide Asset Management, LLC
N/A—47,083-47,083-100%$6.5M———
Orion Porfolio Solutions, LLC
N/A—46,407-46,407-100%$6.3M———
Vident Advisory, LLC
N/A—46,120-46,120-100%$6.3M———
Benjamin Edwards Inc
N/A—45,486-45,486-100%$6.2M———
Motco
N/A—43,232-43,232-100%$5.9M———
FIL Ltd
N/A—43,048-43,048-100%$5.9M———
Mizuho Securities USA LLC
N/A—42,597-42,597-100%$5.8M———
Dakota Wealth Management
N/A—42,412-42,412-100%$5.8M———
Morton Community Bank
N/A—42,050-42,050-100%$5.8M———
Teachers Retirement System of the State of Kentucky
N/A—41,772-41,772-100%$5.7M———
Susquehanna International Group, LLP
N/A—41,174-41,174-100%$5.6M———
Community Bank, N.A.
N/A—41,158-41,158-100%$5.6M———
Harvest Fund Management Co., Ltd
N/A—40,438-40,438-100%$5.5M———
Omers Administration Corp
N/A—40,034-40,034-100%$5.5M———
Jane Street Group, LLC
N/A—39,505-39,505-100%$5.4M———
Beacon Pointe Advisors, LLC
N/A—38,831-38,831-100%$5.3M———
Providence Capital Advisors, LLC
N/A—38,508-38,508-100%$5.3M———
Schroder Investment Management Group
N/A—38,496-38,496-100%$5.3M———
MainStreet Investment Advisors LLC
N/A—38,063-38,063-100%$5.2M———
Saudi Central Bank
N/A—38,049-38,049-100%$5.2M———
TriCert Investment Counsel Inc.
N/A—37,169-37,169-100%$5.1M———
Seascape Capital Management
N/A—36,464-36,464-100%$5.0M———
Nordea Investment Management AB
N/A—35,355-35,355-100%$4.8M———
Arkadios Wealth Advisors
N/A—35,266-35,266-100%$4.8M———
Regal Investment Advisors LLC
N/A—35,115-35,115-100%$4.8M———
Peapack Gladstone Financial Corp
N/A—35,083-35,083-100%$4.8M———
Blue Sparrow, LLC
N/A—34,590-34,590-100%$4.7M———
EP Wealth Advisors, LLC
N/A—34,286-34,286-100%$4.7M———
Brevan Howard Capital Management LP
N/A—33,875-33,875-100%$4.6M———
Whittier Trust Co of Nevada Inc
N/A—33,801-33,801-100%$4.6M———
Kentucky Retirement Systems
N/A—33,775-33,775-100%$4.6M———
Oxbow Advisors, LLC
N/A—33,676-33,676-100%$4.6M———
1832 Asset Management L.P.
N/A—33,500-33,500-100%$4.6M———
LMR Partners LLP
N/A—33,097-33,097-100%$4.5M———
Two Sigma Investments, LP
N/A—32,795-32,795-100%$4.5M———
Equitable Holdings, Inc.
N/A—32,200-32,200-100%$4.4M———
Advisors Asset Management, Inc.
N/A—32,044-32,044-100%$4.4M———
Impax Asset Management Group plc
N/A—31,582-31,582-100%$4.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—31,406-31,406-100%$4.3M———
KCM Capital Inc
N/A—30,800-30,800-100%$4.2M———
Johnson Financial Group, Inc.
N/A—29,849-29,849-100%$4.1M———
PFG Investments, LLC
N/A—29,325-29,325-100%$4.0M———
Allworth Financial LP
N/A—29,187-29,187-100%$4.0M———
Daiichi Life Insurance Co., Ltd.
N/A—29,009-29,009-100%$4.0M———
Altshuler Shaham Ltd
N/A—28,792-28,792-100%$3.9M———
Patrick Mauro Investment Advisor, Inc.
N/A—28,778-28,778-100%$3.9M———
Dark Forest Capital Management LP
N/A—28,599-28,599-100%$3.9M———
Bleakley Financial Group, LLC
N/A—28,496-28,496-100%$3.9M———
New Age Alpha Advisors, LLC
N/A—28,480-28,480-100%$3.9M———
Dean Investment Associates, LLC
N/A—27,721-27,721-100%$3.8M———
Global Retirement Partners, LLC
N/A—27,690-27,690-100%$3.8M———
Royal London Asset Management LTD
N/A—27,510-27,510-100%$3.8M———
Hantz Financial Services, Inc.
N/A—27,332-27,332-100%$3.7M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—27,281-27,281-100%$3.7M———
Whalerock Point Partners, LLC
N/A—27,272-27,272-100%$3.7M———
Summit Trail Advisors, LLC
N/A—27,143-27,143-100%$3.7M———
Onex Canada Asset Management Inc.
N/A—26,835-26,835-100%$3.7M———
Simmons Bank
N/A—26,789-26,789-100%$3.7M———
Capital Innovations LLC
N/A—26,592-26,592-100%$3.6M———
1ST Source Bank
N/A—26,585-26,585-100%$3.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—26,300-26,300-100%$3.6M———
PDT Partners, LLC
N/A—25,900-25,900-100%$3.5M———
Squarepoint Ops LLC
N/A—25,891-25,891-100%$3.5M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—25,000-25,000-100%$3.4M———
United Capital Financial Advisors, LLC
N/A—24,973-24,973-100%$3.4M———
IHT Wealth Management, LLC
N/A—24,955-24,955-100%$3.4M———
Kingsview Wealth Management, LLC
N/A—24,755-24,755-100%$3.4M———
Ameritas Investment Partners, Inc.
N/A—24,381-24,381-100%$3.3M———
Brown Advisory Inc
N/A—24,366-24,366-100%$3.3M———
Legacy Capital Wealth Management, LLC
N/A—24,280-24,280-100%$3.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—23,629-23,629-100%$3.2M———
Slagle Financial, LLC
N/A—23,546-23,546-100%$3.2M———
Fiduciary Trust Co
N/A—23,267-23,267-100%$3.2M———
Dockside LLC
N/A—23,248-23,248-100%$3.2M———
Stratos Wealth Partners, Ltd.
N/A—23,147-23,147-100%$3.2M———
Horizon Investment Services, LLC
N/A—23,101-23,101-100%$3.2M———
Odyssean, LLC
N/A—23,004-23,004-100%$3.1M———
Geneos Wealth Management Inc.
N/A—22,966-22,966-100%$3.1M———
UMB Bank, n.a.
N/A—22,910-22,910-100%$3.1M———
Snowden Capital Advisors LLC
N/A—22,744-22,744-100%$3.1M———
New England Asset Management Inc
N/A—22,685-22,685-100%$3.1M———
Schnieders Capital Management, Llc.
N/A—22,297-22,297-100%$3.1M———
RD Lewis Holdings, Inc.
N/A—21,437-21,437-100%$2.6M———
Cary Street Partners Financial LLC
N/A—21,348-21,348-100%$2.9M———
Vectors Research Management, LLC
N/A—21,279-21,279-100%$2.9M———
World Investment Advisors
N/A—21,075-21,075-100%$2.8M———
Clearbridge Investments, LLC
N/A—21,066-21,066-100%$2.9M———
Sound View Wealth Advisors Group, LLC
N/A—21,051-21,051-100%$2.9M———
E Fund Management Co., Ltd.
N/A—21,032-21,032-100%$2.9M———
Envestnet Portfolio Solutions, Inc.
N/A—20,742-20,742-100%$2.8M———
Berkshire Asset Management LLC
N/A—20,696-20,696-100%$2.8M———
Intrust Bank NA
N/A—19,561-19,561-100%$2.7M———
Brown Brothers Harriman & Co
N/A—19,288-19,288-100%$2.6M———
Flputnam Investment Management Co
N/A—19,154-19,154-100%$2.6M———
Prosperity Consulting Group, LLC
N/A—18,995-18,995-100%$2.6M———
Boston Partners
N/A—18,664-18,664-100%$2.6M———
DC Investments Management, LLC
N/A—18,232-18,232-100%$2.5M———
Empirical Finance, LLC
N/A—18,071-18,071-100%$2.5M———
Spartan Wealth Advisory Services LLC
N/A—17,944-17,944-100%$2.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—17,445-17,445-100%$2.4M———
Callan Family Office, LLC
N/A—17,412-17,412-100%$2.4M———
Stamos Capital Partners, L.P.
N/A—17,410-17,410-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—17,388-17,388-100%$2.4M———
Northstar Financial Companies, Inc.
N/A—17,345-17,345-100%$2.4M———
Money Concepts Capital Corp
N/A—17,336-17,336-100%$2.4M———
LOM Asset Management Ltd
N/A—17,277-17,277-100%$2.4M———
Advisory Services Network, LLC
N/A—17,138-17,138-100%$2.3M———
Silvant Capital Management LLC
N/A—16,653-16,653-100%$2.3M———
Twin Capital Management Inc
N/A—16,522-16,522-100%$2.3M———
Hodges Capital Management Inc.
N/A—16,404-16,404-100%$2.2M———
Mufg Securities Americas Inc.
N/A—16,388-16,388-100%$2.2M———
Harbour Investments, Inc.
N/A—16,377-16,377-100%$2.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—16,345-16,345-100%$2.2M———
Capital World Investors
N/A—16,053-16,053-100%$2.2M———
Orographic Financial Advisors, LLC
N/A—16,017-16,017-100%$2.0K———
Little House Capital LLC
N/A—15,836-15,836-100%$2.2M———
Ballentine Partners, LLC
N/A—15,829-15,829-100%$2.2M———
Walleye Trading LLC
N/A—15,614-15,614-100%$2.1M———
Savvy Advisors, Inc.
N/A—15,606-15,606-100%$2.1M———
Texas Yale Capital Corp.
N/A—15,493-15,493-100%$2.1M———
Mutual Advisors, LLC
N/A—15,416-15,416-100%$2.1M———
South Dakota Investment Council
N/A—15,341-15,341-100%$2.1M———
Truvestments Capital LLC
N/A—14,885-14,885-100%$2.0M———
Meeder Advisory Services, Inc.
N/A—14,804-14,804-100%$2.0M———
Caprock Group, LLC
N/A—14,774-14,774-100%$2.0M———
Secured Retirement Advisors, LLC
N/A—14,774-14,774-100%$2.0M———
Clearstead Advisors, LLC
N/A—14,735-14,735-100%$2.0M———
Cambria Investment Management, L.P.
N/A—14,539-14,539-100%$2.0M———
Parallax Volatility Advisers, L.P.
N/A—14,412-14,412-100%$2.0M———
Securian Asset Management, Inc
N/A—14,409-14,409-100%$1.9M———
Western Wealth Management, LLC
N/A—14,370-14,370-100%$2.0M———
Wealthspire Advisors, LLC
N/A—14,222-14,222-100%$1.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—14,138-14,138-100%$1.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—14,016-14,016-100%$1.9M———
Prudential PLC
N/A—13,916-13,916-100%$1.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,898-13,898-100%$1.9M———
Banco Santander, S.A.
N/A—13,840-13,840-100%$1.9M———
CI Investments Inc.
N/A—13,644-13,644-100%$1.9M———
SCP Investment, LP
N/A—13,600-13,600-100%$1.9M———
Mainstay Capital Management LLC
N/A—13,493-13,493-100%$1.8M———
Cresset Asset Management, LLC
N/A—13,398-13,398-100%$1.8M———
Spreng Capital Management, Inc.
N/A—13,034-13,034-100%$1.8M———
Ameritas Advisory Services, LLC
N/A—13,010-13,010-100%$1.8M———
Xcelsior Advisor Partners LLC
N/A—12,909-12,909-100%$1.8M———
Principal Securities, Inc.
N/A—12,761-12,761-100%$1.7M———
LOS Angeles Capital Management LLC
N/A—12,693-12,693-100%$1.7M———
Meiji Yasuda Asset Management Co Ltd.
N/A—12,587-12,587-100%$1.7M———
Canada Post Corp Registered Pension Plan
N/A—12,458-12,458-100%$1.7M———
United Bank
N/A—12,432-12,432-100%$1.7M———
Calton & Associates, Inc.
N/A—12,252-12,252-100%$1.7M———
OneDigital Investment Advisors LLC
N/A—12,251-12,251-100%$1.7M———
Ethos Financial Group, LLC
N/A—12,046-12,046-100%$1.6M———
Founders Financial Alliance, LLC
N/A—12,035-12,035-100%$1.6M———
Coldstream Capital Management Inc
N/A—11,949-11,949-100%$1.6M———
Moors & Cabot, Inc.
N/A—11,919-11,919-100%$1.6M———
Rothschild Investment LLC
N/A—11,670-11,670-100%$1.6M———
Cape ANN Savings Bank
N/A—11,650-11,650-100%$1.6M———
Frec Markets, Inc.
N/A—11,648-11,648-100%$1.6M———
Atlantic Union Bankshares Corp
N/A—11,644-11,644-100%$1.6M———
Ninepoint Partners LP
N/A—11,636-11,636-100%$1.6M———
Purkiss Capital Advisors LLC
N/A—11,479-11,479-100%$1.6M———
Pinebridge Investments LLC
N/A—11,456-11,456-100%$1.6M———
Level Four Advisory Services, LLC
N/A—11,342-11,342-100%$1.6M———
Peak Retirement Planning, Inc.
N/A—11,112-11,112-100%$1.5M———
Tiaa Wealth Investment Management LLC
N/A—11,097-11,097-100%$1.5M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—11,058-11,058-100%$1.5M———
44 Wealth Management LLC
N/A—11,044-11,044-100%$1.5M———
Ancora Advisors LLCA
N/A—10,862-10,862-100%$1.5M———
First Dallas Securities Inc.
N/A—10,645-10,645-100%$1.5M———
Navalign, LLC
N/A—10,624-10,624-100%$1.5M———
Aptus Capital Advisors, LLC
N/A—10,547-10,547-100%$1.4M———
Hancock Whitney Corp
N/A—10,493-10,493-100%$1.4M———
RWA Wealth Partners, LLC
N/A—10,405-10,405-100%$1.4M———
Everpar Advisors LLC
N/A—10,392-10,392-100%$1.4M———
HM Payson & Co
N/A—10,355-10,355-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—10,312-10,312-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—10,275-10,275-100%$1.4M———
Winton Group Ltd
N/A—10,200-10,200-100%$1.4M———
AR Asset Management Inc
N/A—10,000-10,000-100%$1.4M———
Rithm Capital Corp.
N/A—10,000-10,000-100%$1.4M———
Trivium Point Advisory, LLC
N/A—9,929-9,929-100%$1.4M———
CreativeOne Wealth, LLC
N/A—9,801-9,801-100%$1.3M———
HighPoint Advisor Group LLC
N/A—9,660-9,660-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—9,647-9,647-100%$1.3M———
Everstar Asset Management, LLC
N/A—9,461-9,461-100%$1.3M———
Aviva PLC
N/A—9,404-9,404-100%$1.3M———
IEQ Capital, LLC
N/A—9,402-9,402-100%$1.3M———
Diversified Trust Co
N/A—9,340-9,340-100%$1.3M———
Meeder Asset Management Inc
N/A—9,183-9,183-100%$1.3M———
NewEdge Wealth, LLC
N/A—9,175-9,175-100%$1.3M———
TCW Group Inc
N/A—9,146-9,146-100%$1.3M———
Bridgefront Capital, LLC
N/A—9,123-9,123-100%$1.2M———
Icici Prudential Asset Management Co Ltd
N/A—8,998-8,998-100%$1.2M———
Picton Mahoney Asset Management
N/A—8,922-8,922-100%$1.2M———
Man Group plc
N/A—8,867-8,867-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—8,833-8,833-100%$1.2M———
Capital Advisors Inc
N/A—8,806-8,806-100%$1.2M———
Mark Sheptoff Financial Planning, LLC
N/A—8,800-8,800-100%$1.2M———
Bull Harbor Capital LLC
N/A—8,790-8,790-100%$1.2M———
Walter & Keenan Wealth Management LLC
N/A—8,755-8,755-100%$1.2M———
HBK Sorce Advisory LLC
N/A—8,729-8,729-100%$1.1M———
Personal CFO Solutions, LLC
N/A—8,658-8,658-100%$1.2M———
Mattson Financial Services, LLC
N/A—8,631-8,631-100%$1.1M———
Danske Bank A/S
N/A—8,610-8,610-100%$1.2M———
Smartleaf Asset Management LLC
N/A—8,577-8,577-100%$1.2M———
Syon Capital LLC
N/A—8,162-8,162-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—8,142-8,142-100%$1.1M———
Bartlett & Co. Wealth Management LLC
N/A—8,088-8,088-100%$1.1M———
Rogco, LP
N/A—7,880-7,880-100%$1.1M———
Rehmann Capital Advisory Group
N/A—7,879-7,879-100%$1.1M———
Donaldson Capital Management, LLC
N/A—7,752-7,752-100%$1.1M———
Walleye Capital LLC
N/A—7,726-7,726-100%$1.1M———
Huber Capital Management LLC
N/A—7,710-7,710-100%$1.1M———
Smith, Moore & Co.
N/A—7,687-7,687-100%$1.1M———
Advisors Capital Management, LLC
N/A—7,675-7,675-100%$1.1M———
Twin Tree Management, LP
N/A—7,647-7,647-100%$1.0M———
Essex Financial Services, Inc.
N/A—7,643-7,643-100%$1.0M———
Sumitomo Life Insurance Co
N/A—7,502-7,502-100%$1.0M———
Quantitative Investment Management, LLC
N/A—7,493-7,493-100%$1.0M———
Icon Advisers Inc
N/A—7,440-7,440-100%$1.0M———
Freestone Capital Holdings, LLC
N/A—7,398-7,398-100%$1.0M———
White Pine Capital LLC
N/A—7,339-7,339-100%$1.0M———
Keystone Financial Group
N/A—7,331-7,331-100%$1.0M———
Modern Wealth Management, LLC
N/A—7,308-7,308-100%$999.7K———
Lionhunter Capital Management, LLC
N/A—7,275-7,275-100%$995.3K———
Westwood Holdings Group Inc
N/A—7,213-7,213-100%$986.8K———
Interval Partners, LP
N/A—7,078-7,078-100%$968.3K———
Siemens Fonds Invest GmbH
N/A—7,070-7,070-100%$967.2K———
Storgate, LLC
N/A—7,049-7,049-100%$964.4K———
Howe & Rusling Inc
N/A—7,036-7,036-100%$962.5K———
Ausdal Financial Partners, Inc.
N/A—7,034-7,034-100%$962.2K———
Checchi Capital Advisers, LLC
N/A—7,032-7,032-100%$962.0K———
Bridgewater Advisors Inc.
N/A—7,017-7,017-100%$896.3K———
Kovack Advisors, Inc.
N/A—6,777-6,777-100%$920.9K———
First National Bank & Trust Co of Newtown
N/A—6,771-6,771-100%$865.7K———
Great Valley Advisor Group, Inc.
N/A—6,589-6,589-100%$901.0K———
Silver OAK Securities, Incorporated
N/A—6,580-6,580-100%$900.3K———
Caerus Investment Advisors, LLC
N/A—6,540-6,540-100%$894.7K———
SBI Okasan Asset Management Co.Ltd.
N/A—6,300-6,300-100%$869.2K———
Qtron Investments LLC
N/A—6,263-6,263-100%$856.8K———
Blue Chip Partners, LLC
N/A—6,188-6,188-100%$846.6K———
Advisory Alpha, LLC
N/A—6,179-6,179-100%$845.6K———
Arvest Bank Trust Division
N/A—6,141-6,141-100%$840.2K———
OneAscent Financial Services LLC
N/A—6,056-6,056-100%$828.5K———
Cornerstone Advisory, LLC
N/A—6,019-6,019-100%$823.5K———
FWL Investment Management, LLC
N/A—6,005-6,005-100%$821.5K———
USA Financial Formulas
N/A—5,996-5,996-100%$820.3K———
Smart Money Group LLC
N/A—5,981-5,981-100%$818.3K———
Pettyjohn, Wood & White, Inc
N/A—5,960-5,960-100%$815.4K———
Bank OZK
N/A—5,957-5,957-100%$815.0K———
Composition Wealth, LLC
N/A—5,881-5,881-100%$804.6K———
Jaffetilchin Investment Partners, LLC
N/A—5,863-5,863-100%$802.1K———
Triton Financial Group Inc
N/A—5,857-5,857-100%$801.3K———
Delta Global Management LP
N/A—5,738-5,738-100%$785.0K———
Garrison Point Advisors, LLC
N/A—5,647-5,647-100%$772.6K———
First Manhattan Co. Llc.
N/A—5,608-5,608-100%$767.2K———
Sovereign Investment Advisors, LLC
N/A—5,549-5,549-100%$759.2K———
Marietta Investment Partners LLC
N/A—5,510-5,510-100%$753.8K———
Next Capital Management LLC
N/A—5,497-5,497-100%$752.0K———
Fisher Asset Management, LLC
N/A—5,481-5,481-100%$749.9K———
SouthState Bank Corp
N/A—5,414-5,414-100%$740.7K———
Rexford Capital Inc
N/A—5,406-5,406-100%$739.6K———
Townsquare Capital LLC
N/A—5,326-5,326-100%$728.7K———
Centiva Capital, LP
N/A—5,246-5,246-100%$717.7K———
Advyzon Investment Management, LLC
N/A—5,235-5,235-100%$716.2K———
Spirepoint Private Client, LLC
N/A—5,169-5,169-100%$707.2K———
Gateway Wealth Partners, LLC
N/A—5,027-5,027-100%$687.7K———
Cloverfields Capital Group, LP
N/A—5,000-5,000-100%$684.0K———
Tower Bridge Advisors
N/A—4,975-4,975-100%$680.6K———
Affinity Investment Advisors, LLC
N/A—4,971-4,971-100%$680.1K———
Kavar Capital Partners Group, LLC
N/A—4,948-4,948-100%$676.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—4,937-4,937-100%$675.6K———
Hexagon Capital Partners LLC
N/A—4,904-4,904-100%$670.9K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,895-4,895-100%$669.6K———
SIG Brokerage, LP
N/A—4,836-4,836-100%$661.6K———
Ingalls & Snyder LLC
N/A—4,829-4,829-100%$661.0K———
Stratos Wealth Advisors, LLC
N/A—4,817-4,817-100%$659.0K———
Atalanta Sosnoff Capital, LLC
N/A—4,816-4,816-100%$658.9K———
Bluespring Wealth Management, LLC
N/A—4,805-4,805-100%$657.3K———
BFC Planning, Inc.
N/A—4,772-4,772-100%$652.9K———
Stock Yards Bank & Trust Co
N/A—4,750-4,750-100%$649.8K———
SVB Wealth LLC
N/A—4,674-4,674-100%$639.4K———
Shah Wealth Advisors, LLC
N/A—4,669-4,669-100%$638.8K———
Pinnacle West Asset Management, Inc.
N/A—4,665-4,665-100%$638.0K———
Quantum Portfolio Management LLC
N/A—4,618-4,618-100%$631.8K———
Aberdeen Wealth Management LLC
N/A—4,563-4,563-100%$624.3K———
Moneta Group Investment Advisors LLC
N/A—4,538-4,538-100%$620.9K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,516-4,516-100%$617.8K———
Himension Capital (Singapore) Pte. Ltd.
N/A—4,486-4,486-100%$613.7K———
Gladstone Institutional Advisory LLC
N/A—4,478-4,478-100%$612.6K———
Institute for Wealth Management, Llc.
N/A—4,458-4,458-100%$609.9K———
Gilbert & Cook, Inc.
N/A—4,440-4,440-100%$607.4K———
Valmark Advisers, Inc.
N/A—4,414-4,414-100%$603.8K———
SageView Advisory Group, LLC
N/A—4,388-4,388-100%$600.3K———
Mayflower Financial Advisors, LLC
N/A—4,373-4,373-100%$598.3K———
Innovative Asset Advisors Group, LLC
N/A—4,342-4,342-100%$594.1K———
Monetary Management Group Inc
N/A—4,320-4,320-100%$591.0K———
Northwest Bancshares, Inc.
N/A—4,310-4,310-100%$589.7K———
Dorsey & Whitney Trust Co LLC
N/A—4,296-4,296-100%$587.7K———
Anchor Investment Management, LLC
N/A—4,251-4,251-100%$581.6K———
Ironwood Investment Counsel, LLC
N/A—4,210-4,210-100%$576.0K———
Kintra Wealth, LLC
N/A—4,159-4,159-100%$521.4K———
Texas Capital Bank Wealth Management Services Inc
N/A—4,149-4,149-100%$567.6K———
Kera Capital Partners, Inc.
N/A—4,141-4,141-100%$566.5K———
Navellier & Associates Inc
N/A—4,117-4,117-100%$563.2K———
CSS LLC
N/A—4,110-4,110-100%$562.3K———
Bridges Investment Management Inc
N/A—4,082-4,082-100%$558.5K———
Cannell & Spears LLC
N/A—4,082-4,082-100%$558.5K———
Horizon Family Wealth, Inc.
N/A—4,064-4,064-100%$556.0K———
ST Germain D J Co Inc
N/A—4,001-4,001-100%$547.4K———
Aristotle Atlantic Partners, LLC
N/A—4,000-4,000-100%$547.2K———
Stonebridge Financial Group, LLC
N/A—3,971-3,971-100%$543.0K———
Continuum Advisory, LLC
N/A—3,954-3,954-100%$541.0K———
AlTi Global, Inc.
N/A—3,934-3,934-100%$538.2K———
Ranch Capital Advisors Inc.
N/A—3,879-3,879-100%$530.7K———
RiverFront Investment Group, LLC
N/A—3,867-3,867-100%$529.0K———
Bedel Financial Consulting, Inc.
N/A—3,867-3,867-100%$529.0K———
Atom Investors LP
N/A—3,858-3,858-100%$527.8K———
GSA Capital Partners LLP
N/A—3,837-3,837-100%$525.0K———
Boothbay Fund Management, LLC
N/A—3,836-3,836-100%$524.8K———
Centennial Bank
N/A—3,825-3,825-100%$523.3K———
Brown Financial Advisors
N/A—3,801-3,801-100%$520.0K———
Financial Advisors Network, Inc.
N/A—3,800-3,800-100%$519.8K———
Warner Group LLC
N/A—3,768-3,768-100%$515.5K———
Bay Rivers Group
N/A—3,725-3,725-100%$509.6K———
Hilltop Holdings Inc.
N/A—3,719-3,719-100%$508.7K———
PCM Encore, LLC
N/A—3,689-3,689-100%$504.6K———
Prestige Wealth Management Group LLC
N/A—3,668-3,668-100%$501.8K———
Keel Point, LLC
N/A—3,632-3,632-100%$496.9K———
Maridea Wealth Management LLC
N/A—3,628-3,628-100%$496.3K———
Taylor Hoffman Capital Management LLC
N/A—3,626-3,626-100%$496.1K———
Waterloo Capital, L.P.
N/A—3,610-3,610-100%$493.9K———
Kiley Juergens Wealth Management, LLC
N/A—3,609-3,609-100%$493.7K———
Werba Rubin Papier Wealth Management
N/A—3,604-3,604-100%$493.0K———
Vantus Wealth LLC
N/A—3,598-3,598-100%$492.2K———
PlanVest Financial, Inc
N/A—3,584-3,584-100%$490.3K———
FourThought Financial Partners, LLC
N/A—3,563-3,563-100%$487.5K———
Thomasville National Bank
N/A—3,560-3,560-100%$487.0K———
Castleark Management LLC
N/A—3,510-3,510-100%$480.2K———
Mathes Company, Inc.
N/A—3,500-3,500-100%$479.0K———
Interactive Financial Advisors, Inc.
N/A—3,500-3,500-100%$478.8K———
L2 Asset Management, LLC
N/A—3,483-3,483-100%$476.5K———
Leavell Investment Management, Inc.
N/A—3,466-3,466-100%$474.1K———
King Wealth Management Group
N/A—3,426-3,426-100%$469.0K———
Northstar Advisory Group, LLC
N/A—3,405-3,405-100%$465.8K———
Prelude Capital Management, LLC
N/A—3,400-3,400-100%$465.2K———
Bcgm Wealth Management, LLC
N/A—3,387-3,387-100%$463.4K———
Sandro Wealth Management LLC
N/A—3,361-3,361-100%$459.9K———
Quotient Wealth Partners, LLC
N/A—3,348-3,348-100%$458.1K———
Strategic Wealth Partners, Ltd.
N/A—3,346-3,346-100%$457.8K———
Baker Avenue Asset Management, LP
N/A—3,338-3,338-100%$456.6K———
Knollwood Investment Advisory, LLC
N/A—3,321-3,321-100%$454.3K———
Glassy Mountain Advisors, Inc.
N/A—3,312-3,312-100%$453.1K———
Panagora Asset Management Inc
N/A—3,309-3,309-100%$452.7K———
Financial Engines Advisors L.L.C.
N/A—3,309-3,309-100%$452.7K———
McKinney Capital Management, LLC
N/A—3,303-3,303-100%$451.9K———
Fieldview Capital Management, LLC
N/A—3,298-3,298-100%$451.2K———
Legacy Financial Advisors, Inc.
N/A—3,272-3,272-100%$447.6K———
Morningstar Investment Management LLC
N/A—3,265-3,265-100%$428.0K———
Tulsa Wealth Advisors, Inc
N/A—3,253-3,253-100%$445.1K———
Fayez Sarofim & Co
N/A—3,250-3,250-100%$444.6K———
Novare Capital Management LLC
N/A—3,250-3,250-100%$444.6K———
Quent Capital, LLC
N/A—3,228-3,228-100%$441.7K———
Wulff, Hansen & Co.
N/A—3,215-3,215-100%$439.8K———
Wellington-Altus USA Inc.
N/A—3,210-3,210-100%$420.8K———
IFG Advisory, LLC
N/A—3,198-3,198-100%$437.5K———
Barnes Pettey Financial Advisors, LLC
N/A—3,188-3,188-100%$436.2K———
Bogart Wealth, LLC
N/A—3,167-3,167-100%$433.3K———
Lathrop Investment Management Co
N/A—3,160-3,160-100%$432.0K———
Channel Wealth LLC
N/A—3,159-3,159-100%$432.1K———
Cladis Investment Advisory, LLC
N/A—3,158-3,158-100%$432.0K———
Choate Investment Advisors
N/A—3,140-3,140-100%$429.6K———
Prudent Investors Network, Inc.
N/A—3,122-3,122-100%$427.1K———
Bantamac Capital, LLC
N/A—3,120-3,120-100%$426.8K———
Delta Asset Management LLC
N/A—3,118-3,118-100%$426.6K———
Fund Advisors of America Inc
N/A—3,114-3,114-100%$426.0K———
Drive Wealth Management, LLC
N/A—3,113-3,113-100%$425.9K———
MJP Associates Inc
N/A—3,111-3,111-100%$425.6K———
Colonial Trust Advisors
N/A—3,074-3,074-100%$420.6K———
Holderness Investments Co
N/A—3,071-3,071-100%$420.2K———
Cornerstone Select Advisors, LLC
N/A—3,047-3,047-100%$416.9K———
one8zero8, LLC
N/A—3,040-3,040-100%$415.9K———
LeClair Wealth Partners LLC
N/A—3,039-3,039-100%$415.8K———
German American Bancorp, Inc.
N/A—3,037-3,037-100%$415.5K———
Proficio Capital Partners LLC
N/A—3,012-3,012-100%$412.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—3,006-3,006-100%$411.3K———
Perennial Investment Advisors, LLC
N/A—3,006-3,006-100%$411.2K———
Forum Finance Group S.A.
N/A—3,000-3,000-100%$332———
Becker Capital Management Inc
N/A—2,995-2,995-100%$409.7K———
Marble Wealth, LLC
N/A—2,974-2,974-100%$406.8K———
FWG Holdings, LLC
N/A—2,961-2,961-100%$401.3K———
Nicolet Bankshares Inc
N/A—2,945-2,945-100%$400.4K———
Aureus Asset Management, LLC
N/A—2,905-2,905-100%$397.4K———
Mosaic Family Wealth Partners, LLC
N/A—2,895-2,895-100%$396.1K———
Tradition Wealth Management, LLC
N/A—2,870-2,870-100%$392.7K———
Dorsey Wright & Associates
N/A—2,858-2,858-100%$391.0K———
Foster & Motley Inc
N/A—2,838-2,838-100%$388.0K———
Pure Financial Advisors, LLC
N/A—2,833-2,833-100%$387.6K———
Jackson Thornton Wealth Management, LLC
N/A—2,822-2,822-100%$386.1K———
Corient IA LP
N/A—2,820-2,820-100%$385.8K———
McDonough Capital Management, Inc
N/A—2,771-2,771-100%$379.1K———
Widmann Financial Services, Inc.
N/A—2,771-2,771-100%$379.1K———
Safeguard Investment Advisory Group, LLC
N/A—2,721-2,721-100%$372.2K———
Canal Capital Management, LLC
N/A—2,715-2,715-100%$371.5K———
Curi Capital, LLC
N/A—2,714-2,714-100%$371.3K———
Beaton Management Co. Inc.
N/A—2,691-2,691-100%$368.0K———
Wealth Alliance, LLC
N/A—2,685-2,685-100%$367.3K———
R Squared Ltd
N/A—2,681-2,681-100%$366.8K———
Bradley Foster & Sargent Inc
N/A—2,674-2,674-100%$365.9K———
Cozad Asset Management Inc
N/A—2,674-2,674-100%$365.8K———
Dearborn Partners LLC
N/A—2,668-2,668-100%$364.9K———
Lifeworks Advisors, LLC
N/A—2,666-2,666-100%$364.7K———
Aegis Wealth Management LLC
N/A—2,660-2,660-100%$363.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,655-2,655-100%$363.2K———
GTS Securities LLC
N/A—2,647-2,647-100%$362.1K———
GeoWealth Management, LLC
N/A—2,640-2,640-100%$361.1K———
Clark Capital Management Group, Inc.
N/A—2,638-2,638-100%$360.9K———
Smithfield Trust Co
N/A—2,624-2,624-100%$358.0K———
Schulhoff & Co Inc
N/A—2,595-2,595-100%$355.0K———
EWA, LLC
N/A—2,593-2,593-100%$354.8K———
North Dallas Bank & Trust Co
N/A—2,586-2,586-100%$353.8K———
Severin Investments, LLC
N/A—2,559-2,559-100%$350.1K———
FSA Advisors, Inc.
N/A—2,556-2,556-100%$349.4K———
Roundview Capital LLC
N/A—2,548-2,548-100%$348.6K———
Jump Financial, LLC
N/A—2,538-2,538-100%$347.2K———
Terril Brothers, Inc.
N/A—2,525-2,525-100%$345.4K———
Astoria Portfolio Advisors Llc.
N/A—2,525-2,525-100%$345.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,508-2,508-100%$343.2K———
Lowe Brockenbrough & Co Inc
N/A—2,501-2,501-100%$342.2K———
Catalyst Financial Partners LLC
N/A—2,497-2,497-100%$341.6K———
Stratos Investment Management, LLC
N/A—2,494-2,494-100%$341.2K———
FLC Capital Advisors
N/A—2,483-2,483-100%$339.7K———
Icon Wealth Advisors, LLC
N/A—2,482-2,482-100%$339.5K———
Heritage Wealth Advisors
N/A—2,462-2,462-100%$336.8K———
Red Door Wealth Management, LLC
N/A—2,446-2,446-100%$334.6K———
AssuredPartners Investment Advisors, LLC
N/A—2,411-2,411-100%$329.8K———
Fidelis Capital Partners, LLC
N/A—2,385-2,385-100%$326.3K———
Zhang Financial LLC
N/A—2,381-2,381-100%$325.7K———
Atlanta Consulting Group Advisors, LLC
N/A—2,371-2,371-100%$324.4K———
Fiduciary Group, LLC
N/A—2,357-2,357-100%$322.5K———
TRB Wealth Management, LLC
N/A—2,350-2,350-100%$321.5K———
Octavia Wealth Advisors, LLC
N/A—2,332-2,332-100%$319.0K———
WNY Asset Management, LLC
N/A—2,329-2,329-100%$318.7K———
West Family Investments, Inc.
N/A—2,316-2,316-100%$316.9K———
Cornerstone Capital, Inc.
N/A—2,300-2,300-100%$314.7K———
Atlas Wealth LLC
N/A—2,287-2,287-100%$312.9K———
CVA Family Office, LLC
N/A—2,282-2,282-100%$312.2K———
Coastal Bridge Advisors, LLC
N/A—2,277-2,277-100%$311.6K———
Caldwell Sutter Capital, Inc.
N/A—2,269-2,269-100%$310.4K———
Optas, LLC
N/A—2,252-2,252-100%$308.1K———
Carson Advisory Inc.
N/A—2,252-2,252-100%$308.1K———
Pursuit Wealth Strategies, LLC
N/A—2,231-2,231-100%$305.2K———
Waddell & Associates, LLC
N/A—2,231-2,231-100%$305.2K———
Wayfinding Financial, LLC
N/A—2,227-2,227-100%$304.0K———
Brendel Financial Advisors LLC
N/A—2,226-2,226-100%$304.5K———
Main Street Financial Solutions, LLC
N/A—2,216-2,216-100%$303.2K———
Bouchey Financial Group, Ltd.
N/A—2,208-2,208-100%$302.1K———
BIT Capital GmbH
N/A—2,193-2,193-100%$300.0K———
Marex Group Ltd
N/A—2,190-2,190-100%$299.6K———
Venturi Wealth Management, LLC
N/A—2,190-2,190-100%$299.5K———
Alteri Wealth LLC
N/A—2,178-2,178-100%$297.9K———
Keebeck Wealth Management
N/A—2,169-2,169-100%$296.7K———
Family Manage LLC
N/A—2,165-2,165-100%$296.2K———
Bravera Wealth
N/A—2,163-2,163-100%$295.9K———
Defiance ETFs, LLC
N/A—2,147-2,147-100%$290.0K———
Flatrock Wealth Partners LLC
N/A—2,124-2,124-100%$290.6K———
Good Steward Wealth Advisors,LLC
N/A—2,117-2,117-100%$289.6K———
Koss-Olinger Consulting, LLC
N/A—2,117-2,117-100%$289.7K———
Rockbridge Asset Management LLC
N/A—2,116-2,116-100%$289.5K———
Dougherty & Associates, LLC
N/A—2,115-2,115-100%$289.4K———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,110-2,110-100%$288.7K———
North Star Asset Management Inc
N/A—2,099-2,099-100%$287.2K———
Balanced Wealth Group LLC
N/A—2,091-2,091-100%$286.0K———
VSM Wealth Advisory, LLC
N/A—2,072-2,072-100%$283.5K———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,067-2,067-100%$282.9K———
Range Advisory, LLC
N/A—2,063-2,063-100%$282.3K———
Azimuth Capital Investment Management LLC
N/A—2,050-2,050-100%$280.5K———
Colonial Trust Co / SC
N/A—2,042-2,042-100%$279.4K———
Gallagher Fiduciary Advisors, LLC
N/A—2,034-2,034-100%$278.3K———
Barnes Wealth Management Group, Inc
N/A—2,015-2,015-100%$275.7K———
Marco Investment Management LLC
N/A—2,007-2,007-100%$274.6K———
Copley Financial Group, Inc.
N/A—2,003-2,003-100%$274.0K———
Pallas Capital Advisors LLC
N/A—1,997-1,997-100%$273.2K———
Cape COD Five Cents Savings Bank
N/A—1,996-1,996-100%$273.1K———
Great Lakes Advisors, LLC
N/A—1,974-1,974-100%$270.1K———
Bank of Hawaii
N/A—1,966-1,966-100%$269.0K———
First American Trust, FSB
N/A—1,961-1,961-100%$268.3K———
Thoroughbred Financial Services, LLC
N/A—1,960-1,960-100%$268.0K———
AlphaGrep UK Ltd
N/A—1,959-1,959-100%$268.0K———
Trustco Bank Corp N Y
N/A—1,957-1,957-100%$267.7K———
Dover Advisors, LLC
N/A—1,925-1,925-100%$222.0K———
Drucker Wealth 3.0, LLC
N/A—1,916-1,916-100%$262.1K———
Tyche Wealth Partners LLC
N/A—1,895-1,895-100%$259.2K———
Chelsea Counsel Co
N/A—1,895-1,895-100%$259.3K———
Burling Wealth Partners, LLC
N/A—1,895-1,895-100%$259.3K———
Vista Capital Partners, Inc.
N/A—1,890-1,890-100%$258.6K———
FAS Wealth Partners, Inc.
N/A—1,887-1,887-100%$258.1K———
Broadview Financial Management, LLC
N/A—1,885-1,885-100%$257.9K———
Rothschild Wealth LLC
N/A—1,877-1,877-100%$256.8K———
Sagewood Asset Management LP
N/A—1,867-1,867-100%$255.4K———
Bank of the Bluegrass & Trust Co.
N/A—1,861-1,861-100%$220.8K———
LRI Investments, LLC
N/A—1,858-1,858-100%$254.2K———
Heritage Trust Co
N/A—1,857-1,857-100%$254.1K———
Fielder Capital Group LLC
N/A—1,819-1,819-100%$248.8K———
Element Wealth, LLC
N/A—1,818-1,818-100%$248.8K———
Sunflower Bank, N.A.
N/A—1,808-1,808-100%$247.4K———
MQS Management LLC
N/A—1,803-1,803-100%$246.7K———
Star Financial Bank
N/A—1,788-1,788-100%$244.6K———
Index Technologies Group LLC
N/A—1,768-1,768-100%$241.9K———
Pine Valley Investments Ltd Liability Co
N/A—1,764-1,764-100%$241.3K———
Rowlandmiller & Partners.adv
N/A—1,758-1,758-100%$240.5K———
LaSalle St. Investment Advisors, LLC
N/A—1,749-1,749-100%$239.3K———
Saiph Capital, LLC
N/A—1,732-1,732-100%$237.0K———
Rodgers Brothers Inc.
N/A—1,728-1,728-100%$236.4K———
Silver Oak Advisory Group, Inc.
N/A—1,725-1,725-100%$235.0K———
Kapstone Financial Advisors LLC
N/A—1,723-1,723-100%$235.7K———
Headinvest, LLC
N/A—1,716-1,716-100%$234.8K———
Marble Harbor Investment Counsel, LLC
N/A—1,700-1,700-100%$232.6K———
Aldebaran Financial Inc.
N/A—1,700-1,700-100%$232.6K———
Transamerica Financial Advisors, LLC
N/A—1,678-1,678-100%$229.6K———
Klcm Advisors, Inc.
N/A—1,656-1,656-100%$226.6K———
Lafayette Investments, Inc.
N/A—1,650-1,650-100%$225.7K———
Sivia Capital Partners, LLC
N/A—1,641-1,641-100%$224.5K———
Wealth Management Associates, Inc.
N/A—1,638-1,638-100%$224.1K———
Duncan Williams Asset Management, LLC
N/A—1,623-1,623-100%$222.1K———
Guardian Wealth Advisors, LLC / NC
N/A—1,613-1,613-100%$220.7K———
Godshalk Welsh Capital Management, Inc.
N/A—1,600-1,600-100%$218.9K———
Legacy Wealth Advisors, LLC
N/A—1,594-1,594-100%$218.1K———
Greenwich Wealth Management LLC
N/A—1,592-1,592-100%$218.0K———
Rollins Financial Advisors, LLC
N/A—1,586-1,586-100%$217.0K———
Brooks, Moore & Associates, Inc.
N/A—1,583-1,583-100%$216.6K———
Hills Bank & Trust Co
N/A—1,551-1,551-100%$212.2K———
L & S Advisors Inc
N/A—1,544-1,544-100%$211.2K———
NorthStar Asset Management LLC
N/A—1,533-1,533-100%$209.7K———
NorthCoast Asset Management LLC
N/A—1,528-1,528-100%$209.2K———
Strait & Sound Wealth Management LLC
N/A—1,525-1,525-100%$208.6K———
Keynote Financial Services LLC
N/A—1,520-1,520-100%$208.0K———
Manhattan West Asset Management, LLC
N/A—1,519-1,519-100%$207.8K———
Saranac Partners Ltd
N/A—1,515-1,515-100%$207.3K———
Naviter Wealth, LLC
N/A—1,505-1,505-100%$205.9K———
Quest Investment Management LLC
N/A—1,500-1,500-100%$205.2K———
Frazier Financial Advisors, LLC
N/A—1,499-1,499-100%$54.0K———
Virtus Investment Advisers, LLC
N/A—1,498-1,498-100%$204.9K———
Wescott Financial Advisory Group, LLC
N/A—1,489-1,489-100%$203.8K———
Evolve Private Wealth, LLC
N/A—1,487-1,487-100%$203.5K———
South Plains Financial, Inc.
N/A—1,483-1,483-100%$202.9K———
Cyber Hornet ETFs LLC
N/A—1,482-1,482-100%$202.8K———
Omnia Family Wealth, LLC
N/A—1,472-1,472-100%$201.4K———
Avalon Trust Co
N/A—1,432-1,432-100%$195.9K———
Strategic Investment Advisors / MI
N/A—1,430-1,430-100%$195.7K———
Keating Financial Advisory Services, Inc.
N/A—1,407-1,407-100%$192.5K———
Centaurus Financial, Inc.
N/A—1,376-1,376-100%$188.0K———
Tiaa Trust, National Association
N/A—1,366-1,366-100%$186.9K———
ESL Trust Services, LLC
N/A—1,353-1,353-100%$185.1K———
Evelyn Partners Group Ltd
N/A—1,250-1,250-100%$171.0K———
Private Wealth Asset Management, LLC
N/A—1,246-1,246-100%$170.5K———
Cary Street Partners Investment Advisory LLC
N/A—1,240-1,240-100%$169.6K———
Zions Bancorporation, National Association
N/A—1,235-1,235-100%$169.0K———
Crewe Advisors LLC
N/A—1,172-1,172-100%$160.3K———
Vision Retirement, LLC
N/A—1,056-1,056-100%$144.5K———
Cornerstone Financial Management LLC
N/A—1,041-1,041-100%$142.4K———
Allianz SE
N/A—1,030-1,030-100%$140.9K———
LGT Financial Advisors LLC
N/A—1,008-1,008-100%$137.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,005-1,005-100%$137.5K———
Tradewinds, Llc.
N/A—991-991-100%$1.7M———
Loomis Sayles & Co L P
N/A—888-888-100%$121.5K———
SHP Wealth Management
N/A—862-862-100%$117.9K———
Harborfront Financial Group LLC
N/A—858-858-100%$117.3K———
Aventura Private Wealth, LLC
N/A—841-841-100%$115.1K———
Brookfield Corp
N/A—828-828-100%$113.3K———
Toews Corp
N/A—815-815-100%$111.5K———
Allied Private Wealth LLC
N/A—814-814-100%$110.8K———
Crews Bank & Trust
N/A—813-813-100%$111.2K———
Quarry LP
N/A—808-808-100%$110.5K———
Sittner & Nelson, LLC
N/A—800-800-100%$109.4K———
Basecamp Wealth Advisors LLC
N/A—787-787-100%$107.7K———
Capula Management Ltd
N/A—749-749-100%$102.5K———
EFG International AG
N/A—718-718-100%$98.2K———
CNB Bank
N/A—700-700-100%$95.8K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—645-645-100%$88.2K———
Glen Eagle Advisors, LLC
N/A—645-645-100%$88.3K———
Vanguard National Trust Co
N/A—638-638-100%$87.3K———
Graney & King, LLC
N/A—634-634-100%$86.7K———
Synergy Investment Management, LLC
N/A—603-603-100%$78.0K———
Ostrum Asset Management
N/A—602-602-100%$82.4K———
Outlook Capital Management, LLC
N/A—601-601-100%$82.2K———
Ameriflex Group, Inc.
N/A—599-599-100%$82.0K———
Leo H. Evart, Inc.
N/A—594-594-100%$81.3K———
Horizon Bancorp Inc
N/A—576-576-100%$79.0K———
Dunhill Financial, LLC
N/A—573-573-100%$78.5K———
Corsicana & Co.
N/A—555-555-100%$75.9K———
Fiduciary Financial Advisors
N/A—547-547-100%$74.0K———
Operose Advisors LLC
N/A—545-545-100%$74.6K———
SOA Wealth Advisors, Llc.
N/A—540-540-100%$73.9K———
McMillan Office, Inc.
N/A—511-511-100%$69.9K———
Addison Advisors LLC
N/A—507-507-100%$69.4K———
Beaird Harris Wealth Management, LLC
N/A—506-506-100%$69.2K———
Atlas Capital Advisors Inc.
N/A—483-483-100%$66.1K———
S&T Bank
N/A—481-481-100%$65.8K———
MidFirst Bank
N/A—472-472-100%$64.6K———
Security National Bank of Sioux City Iowa
N/A—468-468-100%$64.0K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—467-467-100%$63.9K———
GW&K Investment Management, LLC
N/A—463-463-100%$63.0K———
Boyd Watterson Asset Management LLC
N/A—460-460-100%$62.9K———
Core Capital Management & Research, inc.
N/A—404-404-100%$48.9K———
Peterson Wealth Management
N/A—400-400-100%$54.7K———
Manning & Napier Advisors LLC
N/A—392-392-100%$54.1K———
Pingora Partners LLC
N/A—385-385-100%$52.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—383-383-100%$52.4K———
TD Capital Management LLC
N/A—382-382-100%$52.2K———
Park Place Capital Corp
N/A—363-363-100%$49.7K———
Godfrey Financial Associates, Inc.
N/A—358-358-100%$49.0K———
Financial Avengers, Inc.
N/A—353-353-100%$48.3K———
IMA Advisory Services, Inc.
N/A—348-348-100%$47.6K———
Cypress Capital Management LLC (WY)
N/A—347-347-100%$47.5K———
Steigerwald, Gordon & Koch Inc.
N/A—345-345-100%$47.2K———
Elequin Capital, LP
N/A—330-330-100%$45.1K———
Rialto Wealth Management, LLC
N/A—315-315-100%$43.1K———
Fourth Dimension Wealth, LLC
N/A—314-314-100%$43.0K———
Bruce G. Allen Investments, LLC
N/A—307-307-100%$42.0K———
PIN OAK Investment Advisors Inc
N/A—305-305-100%$42.0K———
Prosperity Bancshares Inc
N/A—277-277-100%$37.9K———
Dogwood Wealth Management LLC
N/A—268-268-100%$36.7K———
JPL Wealth Management, LLC
N/A—264-264-100%$36.1K———
Measured Wealth Private Client Group, LLC
N/A—259-259-100%$35.4K———
HHM Wealth Advisors, LLC
N/A—249-249-100%$34.1K———
Ogorek Anthony Joseph
N/A—241-241-100%$32———
Kemnay Advisory Services Inc.
N/A—239-239-100%$32.7K———
Highland Investment Advisors LLC
N/A—232-232-100%$31.8K———
Purpose Unlimited Inc.
N/A—217-217-100%$30.2K———
Lavaca Capital LLC
N/A—200-200-100%$27.4K———
Caitlin John, LLC
N/A—200-200-100%$27.4K———
Parvin Asset Management, LLC
N/A—200-200-100%$27.4K———
Banque Transatlantique SA
N/A—180-180-100%$20.2K———
Alerus Financial NA
N/A—162-162-100%$22.2K———
Marshall Investment Management, LLC
N/A—150-150-100%$20.5K———
Ankerstar Wealth, LLC
N/A—146-146-100%$20.0K———
Webster Bank, N. A.
N/A—143-143-100%$19.6K———
Fortis Group Advisors, LLC
N/A—125-125-100%$17.1K———
WealthCollab, LLC
N/A—124-124-100%$17.0K———
Anchor Bay Capital, Inc.
N/A—110-110-100%$13.6K———
Raffa Wealth Management, LLC
N/A—102-102-100%$14.0K———
Sachetta, LLC
N/A—102-102-100%$14.0K———
Roble, Belko & Company, Inc
N/A—100-100-100%$14———
Strive Financial Group,LLC
N/A—100-100-100%$13.7K———
Coston, McIsaac & Partners
N/A—100-100-100%$13———
Estabrook Capital Management
N/A—100-100-100%$13.7K———
Clearstead Trust, LLC
N/A—82-82-100%$11.2K———
1248 Management, LLC
N/A—75-75-100%$10.3K———
Morse Asset Management, Inc
N/A—74-74-100%$10.1K———
Riverview Trust Co
N/A—72-72-100%$9.9K———
Westfuller Advisors, LLC
N/A—70-70-100%$9.6K———
Kilter Group LLC
N/A—64-64-100%$8.8K———
Millstone Evans Group, LLC
N/A—63-63-100%$8.6K———
Mcguire Capital Advisors Inc
N/A—62-62-100%$8.5K———
1 North Wealth Services LLC
N/A—60-60-100%$8.2K———
Greykasell Wealth Strategies, Inc.
N/A—54-54-100%$7.4K———
Sankala Group LLC
N/A—51-51-100%$6.5K———
BOK Financial Private Wealth, Inc.
N/A—47-47-100%$6.4K———
Penserra Capital Management LLC
N/A—45-45-100%$6———
Imprint Wealth LLC
N/A—43-43-100%$5.9K———
N.E.W. Advisory Services LLC
N/A—42-42-100%$5.7K———
Optiver Holding B.V.
N/A—36-36-100%$4.9K———
Nalls Sherbakoff Group, LLC
N/A—32-32-100%$4.4K———
Medallion Wealth Advisors, LLC
N/A—31-31-100%$4.2K———
Investors Portfolio Services LLC
N/A—27-27-100%$3.7K———
Hollencrest Capital Management
N/A—24-24-100%$3.3K———
HFM Investment Advisors, LLC
N/A—22-22-100%$3.0K———
Cbiz Investment Advisory Services, LLC
N/A—20-20-100%$2.6K———
1015 Capital Partners, LLC
N/A—16-16-100%$2.2K———
Osbon Capital Management LLC
N/A—16-16-100%$2.2K———
Meramec Financial Planners, LLC
N/A—15-15-100%$2.0K———
Lummis Asset Management, LP
N/A—15-15-100%$2.1K———
Benson Wealth Management Inc
N/A—12-12-100%$1.6K———
Basepoint Wealth LLC
N/A—11-11-100%$1.5K———
Vanguard Advisers Inc
N/A—9-9-100%$1.2K———
Game Plan Financial Advisors, LLC
N/A—9-9-100%$1.2K———
Ross\johnson & Associates LLC
N/A—1-1-100%$137———
Darwin Wealth Management, LLC
N/A—00—$95———
Showing 2063 of 2063 institutions