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American Express Co (AXP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares14,154,573 from 14,019,549
Change+135,024 (+1%)
Value$4.3B (-$435.6M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares9,599,242 from 9,426,671
Change+172,571 (+2%)
Value$2.9B (-$269.4M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares3,652,358 from 3,736,251
Change-83,893 (-2%)
Value$1.1B (-$153.1M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares3,413,353 from 2,539,954
Change+873,399 (+34%)
Value$1.0B (+$178.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares2,992,923 from 2,853,697
Change+139,226 (+5%)
Value$910.2M (-$55.2M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares2,991,624 from 2,743,385
Change+248,239 (+9%)
Value$909.8M (-$18.2M)
Filed 2026-11-06
Rothschild & Co Wealth Management UK Ltd
DECREASED
Shares2,818,668 from 2,838,220
Change-19,552 (-1%)
Value$857.2M (-$102.9M)
Filed 2026-10-20
Amundi
DECREASED
Shares2,236,013 from 2,355,244
Change-119,231 (-5%)
Value$680.0M (-$116.7M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,812,195 from 1,712,074
Change+100,121 (+6%)
Value$551.1M (-$28.0M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,362,280 from 1,400,384
Change-38,104 (-3%)
Value$414.3M (-$59.4M)
Filed 2026-10-29
Pictet Asset Management Holding SA
INCREASED
Shares1,250,398 from 1,167,608
Change+82,790 (+7%)
Value$380.3M (-$14.7M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares1,004,063 from 1,007,851
Change-3,788 (0%)
Value$305.3M (-$35.6M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares996,356 from 900,918
Change+95,438 (+11%)
Value$303.0M (-$1.7M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares947,819 from 947,552
Change+267 (+0%)
Value$288.2M (-$32.3M)
Filed 2026-11-06
Sustainable Growth Advisers, LP
DECREASED
Shares942,591 from 987,506
Change-44,915 (-5%)
Value$286.6M (-$47.4M)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares835,715 from 816,334
Change+19,381 (+2%)
Value$254.1M (-$22.0M)
Filed 2026-11-04
King Luther Capital Management Corp
INCREASED
Shares667,629 from 660,465
Change+7,164 (+1%)
Value$203.0M (-$20.4M)
Filed 2026-11-05
Beutel, Goodman & Co Ltd.
INCREASED
Shares663,655 from 573,168
Change+90,487 (+16%)
Value$201.8M (+$7.9M)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares642,277 from 679,228
Change-36,951 (-5%)
Value$195.4M (-$34.7M)
Filed 2026-11-06
Provident Trust Co
DECREASED
Shares631,564 from 920,817
Change-289,253 (-31%)
Value$192.1M (-$119.4M)
Filed 2026-10-29
Aberdeen Group plc
DECREASED
Shares588,539 from 637,601
Change-49,062 (-8%)
Value$179.0M (-$36.7M)
Filed 2026-11-06
Smead Capital Management, Inc.
DECREASED
Shares562,102 from 569,063
Change-6,961 (-1%)
Value$170.9M (-$21.6M)
Filed 2026-10-16
Thrivent Financial for Lutherans
DECREASED
Shares540,980 from 542,965
Change-1,985 (0%)
Value$164.5M (-$19.2M)
Filed 2026-11-05
Markel Group Inc.
UNCHANGED
Shares490,450 from 490,450
Change0 (0%)
Value$149.1M (-$16.7M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares485,322 from 492,290
Change-6,968 (-1%)
Value$147.6M (-$18.9M)
Filed 2026-11-05
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares446,209 from 447,278
Change-1,069 (0%)
Value$135.7M (-$15.6M)
Filed 2026-11-06
MFF Capital Investments Ltd
UNCHANGED
Shares402,309 from 402,309
Change0 (0%)
Value$122.3M (-$13.7M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares392,818 from 416,974
Change-24,156 (-6%)
Value$119.5M (-$21.6M)
Filed 2026-10-22
Cacti Asset Management LLC
DECREASED
Shares389,972 from 390,530
Change-558 (0%)
Value$119.1M (-$13.0M)
Filed 2026-10-01
Focused Investors LLC
DECREASED
Shares383,050 from 455,650
Change-72,600 (-16%)
Value$116.5M (-$37.6M)
Filed 2026-10-30
Maj Invest Holding A/S
DECREASED
Shares370,795 from 375,514
Change-4,719 (-1%)
Value$112.8M (-$14.3M)
Filed 2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares361,787 from 361,823
Change-36 (0%)
Value$110.0M (-$12.4M)
Filed 2026-10-20
Retirement Systems of Alabama
DECREASED
Shares346,642 from 349,492
Change-2,850 (-1%)
Value$105.4M (-$12.8M)
Filed 2026-11-04
M&G Plc
DECREASED
Shares336,703 from 361,273
Change-24,570 (-7%)
Value$102.4M (-$19.8M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares336,456 from 278,355
Change+58,101 (+21%)
Value$102.3M (+$8.2M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares331,121 from 329,571
Change+1,550 (+0%)
Value$100.7M (-$10.8M)
Filed 2026-10-27
TD Waterhouse Canada Inc.
DECREASED
Shares328,420 from 365,307
Change-36,887 (-10%)
Value$99.3M (-$27.9M)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares317,874 from 322,852
Change-4,978 (-2%)
Value$96.7M (-$12.5M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares303,707 from 307,570
Change-3,863 (-1%)
Value$92.4M (-$11.7M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares295,657 from 302,796
Change-7,139 (-2%)
Value$89.9M (-$12.5M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares283,362 from 155,374
Change+127,988 (+82%)
Value$86.7M (+$86.6M)
Filed 2026-10-27
KBC Group NV
DECREASED
Shares273,119 from 441,428
Change-168,309 (-38%)
Value$83.1M (-$66.3M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares269,034 from 281,382
Change-12,348 (-4%)
Value$81.8M (-$13.4M)
Filed 2026-11-02
Douglas Lane & Associates, LLC
DECREASED
Shares265,930 from 276,536
Change-10,606 (-4%)
Value$80.9M (-$12.7M)
Filed 2026-10-09
Natixis
INCREASED
Shares262,250 from 128,259
Change+133,991 (+104%)
Value$79.8M (+$36.4M)
Filed 2026-11-06
Swedbank AB
DECREASED
Shares261,646 from 329,099
Change-67,453 (-20%)
Value$79.6M (-$31.8M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares254,966 from 243,959
Change+11,007 (+5%)
Value$73.9M (-$6.4M)
Filed 2026-10-13
Vest Financial, LLC
INCREASED
Shares233,152 from 202,990
Change+30,162 (+15%)
Value$70.9M (+$2.2M)
Filed 2026-10-21
Great Lakes Advisors, LLC
DECREASED
Shares231,193 from 243,780
Change-12,587 (-5%)
Value$70.3M (-$12.2M)
Filed 2026-11-06
Vaughan David Investments LLC
INCREASED
Shares228,325 from 227,205
Change+1,120 (+0%)
Value$69.4M (-$7.4M)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares221,677 from 219,887
Change+1,790 (+1%)
Value$67.4M (-$7.0M)
Filed 2026-10-20
Boston Trust Walden Corp
DECREASED
Shares214,359 from 224,471
Change-10,112 (-4%)
Value$65.2M (-$10.7M)
Filed 2026-10-30
Swiss Life Asset Management Ltd
INCREASED
Shares214,270 from 202,193
Change+12,077 (+6%)
Value$65.2M (-$3.2M)
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares201,838 from 208,840
Change-7,002 (-3%)
Value$61.4M (-$9.3M)
Filed 2026-10-29
Hosking Partners LLP
DECREASED
Shares196,027 from 210,141
Change-14,114 (-7%)
Value$59.6M (-$11.5M)
Filed 2026-10-21
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares194,541 from 203,773
Change-9,232 (-5%)
Value$59.2M (-$9.8M)
Filed 2026-10-15
Daiwa Securities Group Inc.
INCREASED
Shares191,388 from 181,407
Change+9,981 (+6%)
Value$58.2M (-$3.2M)
Filed 2026-10-29
Capital Investment Advisors, LLC
INCREASED
Shares183,587 from 174,409
Change+9,178 (+5%)
Value$55.8M (-$3.2M)
Filed 2026-10-22
Roffman Miller Associates Inc
INCREASED
Shares178,936 from 152,667
Change+26,269 (+17%)
Value$46.2M (-$5.4M)
Filed 2026-10-19
Cohen Klingenstein LLC
UNCHANGED
Shares178,387 from 178,387
Change0 (0%)
Value$54.2M (-$6.1M)
Filed 2026-10-15
State of New Jersey Common Pension Fund D
DECREASED
Shares171,248 from 171,886
Change-638 (0%)
Value$52.1M (-$6.1M)
Filed 2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED
Shares168,399 from 152,856
Change+15,543 (+10%)
Value$51.1M (-$527.0K)
Filed 2026-10-09
Chilton Capital Management LLC
INCREASED
Shares168,162 from 87,106
Change+81,056 (+93%)
Value$51.1M (+$21.7M)
Filed 2026-10-28
Raiffeisen Bank International AG
DECREASED
Shares167,614 from 170,088
Change-2,474 (-1%)
Value$51.2M (-$6.8M)
Filed 2026-10-28
Eurizon Capital SGR S.p.A.
INCREASED
Shares166,904 from 163,332
Change+3,572 (+2%)
Value$50.8M (-$4.5M)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares164,239 from 176,480
Change-12,241 (-7%)
Value$49.9M (-$9.7M)
Filed 2026-10-30
OFI Invest Asset Management
DECREASED
Shares164,025 from 175,047
Change-11,022 (-6%)
Value$43.9M (-$8.1M)
Filed 2026-11-06
Nykredit A/S
DECREASED
Shares162,891 from 174,573
Change-11,682 (-7%)
Value$49.5M (-$9.5M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares162,503 from 151,204
Change+11,299 (+7%)
Value$49.4M (-$1.7M)
Filed 2026-11-03
ZWJ Investment Counsel Inc
INCREASED
Shares161,143 from 158,339
Change+2,804 (+2%)
Value$49.0M (-$4.6M)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares159,352 from 161,660
Change-2,308 (-1%)
Value$48.5M (-$6.2M)
Filed 2026-10-20
Mn Services Vermogensbeheer B.V.
INCREASED
Shares157,681 from 154,881
Change+2,800 (+2%)
Value$48.0M (-$4.4M)
Filed 2026-10-08
CIBC Asset Management Inc
DECREASED
Shares154,106 from 154,958
Change-852 (-1%)
Value$46.9M (-$5.6M)
Filed 2026-11-05
Fisher Funds Management LTD
INCREASED
Shares152,772 from 96,344
Change+56,428 (+59%)
Value$46.5M (+$13.9M)
Filed 2026-10-13
Czech National Bank
DECREASED
Shares151,346 from 151,489
Change-143 (0%)
Value$46.0M (-$5.2M)
Filed 2026-10-13
Fiera Capital Corp
INCREASED
Shares149,575 from 141,559
Change+8,016 (+6%)
Value$45.5M (-$2.4M)
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares147,817 from 147,476
Change+341 (+0%)
Value$45.0M (-$4.9M)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares147,314
Change+147,314
Value$44.8M
Filed 2026-10-30
Heritage Investors Management Corp
DECREASED
Shares145,763 from 152,142
Change-6,379 (-4%)
Value$44.3M (-$7.1M)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares144,659 from 142,143
Change+2,516 (+2%)
Value$48.9M (+$851.1K)
Filed 2026-11-06
Cambiar Investors LLC
DECREASED
Shares144,620 from 147,613
Change-2,993 (-2%)
Value$44.0M (-$6.0M)
Filed 2026-11-04
Barr E S & Co
INCREASED
Shares140,134 from 139,614
Change+520 (+0%)
Value$42.6M (-$4.6M)
Filed 2026-11-06
Central Securities Corp
UNCHANGED
Shares140,000 from 140,000
Change0 (0%)
Value$42.6M (-$4.8M)
Filed 2026-11-06
Calamos Advisors LLC
DECREASED
Shares136,659 from 197,855
Change-61,196 (-31%)
Value$41.6M (-$25.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares136,390 from 129,287
Change+7,103 (+5%)
Value$41.5M (-$2.3M)
Filed 2026-11-02
Todd Asset Management LLC
DECREASED
Shares134,362 from 136,093
Change-1,731 (-1%)
Value$40.9M (-$5.2M)
Filed 2026-10-27
State of Michigan Retirement System
DECREASED
Shares132,377 from 136,277
Change-3,900 (-3%)
Value$40.3M (-$5.8M)
Filed 2026-10-27
Country Trust Bank
INCREASED
Shares132,353 from 128,549
Change+3,804 (+3%)
Value$40.2M (-$3.2M)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares132,346 from 137,049
Change-4,703 (-3%)
Value$40.2M (-$6.1M)
Filed 2026-10-28
Eastern Bank
INCREASED
Shares131,034 from 130,240
Change+794 (+1%)
Value$39.8M (-$4.2M)
Filed 2026-10-05
UniSuper Management Pty Ltd
INCREASED
Shares129,921 from 125,444
Change+4,477 (+4%)
Value$39.5M (-$2.9M)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
INCREASED
Shares125,875 from 124,441
Change+1,434 (+1%)
Value$38.3M (-$3.8M)
Filed 2026-11-05
IFM Investors Pty Ltd
INCREASED
Shares125,589 from 121,749
Change+3,840 (+3%)
Value$38.2M (-$3.0M)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares123,034 from 126,179
Change-3,145 (-2%)
Value$37.4M (-$5.3M)
Filed 2026-11-05
Mill Capital Management, LLC
DECREASED
Shares120,829 from 121,505
Change-676 (-1%)
Value$36.7M (-$4.4M)
Filed 2026-10-26
SEB Asset Management AB
INCREASED
Shares118,456 from 118,091
Change+365 (+0%)
Value$36.0M (-$3.9M)
Filed 2026-11-04
Noesis Capital Mangement Corp
INCREASED
Shares118,246 from 112,536
Change+5,710 (+5%)
Value$36.0M (-$2.1M)
Filed 2026-10-26
Clifford Swan Investment Counsel LLC
DECREASED
Shares118,244 from 118,790
Change-546 (0%)
Value$36.0M (-$4.2M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares117,842 from 99,595
Change+18,247 (+18%)
Value$35.8M (+$2.1M)
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares116,375 from 117,552
Change-1,177 (-1%)
Value$35.4M (-$4.4M)
Filed 2026-11-03
Greatmark Investment Partners, Inc.
DECREASED
Shares115,821 from 115,991
Change-170 (0%)
Value$35.2M (-$4.0M)
Filed 2026-10-28
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares115,749 from 116,247
Change-498 (0%)
Value$35.2M (-$4.1M)
Filed 2026-10-09
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares114,733 from 114,771
Change-38 (0%)
Value$34.9M (-$3.9M)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares114,693 from 125,129
Change-10,436 (-8%)
Value$34.9M (-$7.4M)
Filed 2026-10-22
Xponance LLC
INCREASED
Shares112,974 from 111,774
Change+1,200 (+1%)
Value$34.4M (-$3.5M)
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares108,959 from 106,801
Change+2,158 (+2%)
Value$33.1M (-$3.0M)
Filed 2026-10-19
Factory Mutual Insurance Co
INCREASED
Shares107,700 from 99,450
Change+8,250 (+8%)
Value$32.8M (-$887.4K)
Filed 2026-10-30
Covea Finance
DECREASED
Shares104,970 from 111,470
Change-6,500 (-6%)
Value$31.9M (-$5.8M)
Filed 2026-10-21
Flossbach VON Storch SE
INCREASED
Shares104,215 from 91,144
Change+13,071 (+14%)
Value$31.7M (+$862.3K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares103,646 from 81,908
Change+21,738 (+27%)
Value$31.5M (+$3.8M)
Filed 2026-11-02
Smith Group Asset Management, LLC
DECREASED
Shares103,489 from 169,063
Change-65,574 (-39%)
Value$31.5M (-$25.7M)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares101,068 from 98,931
Change+2,137 (+2%)
Value$30.5M (-$3.9M)
Filed 2026-11-04
Neos Investment Management LLC
INCREASED
Shares98,890 from 87,576
Change+11,314 (+13%)
Value$30.1M (+$449.9K)
Filed 2026-11-04
Henshaw Capital LLC
UNCHANGED
Shares98,305 from 98,305
Change0 (0%)
Value$29.9M (-$3.4M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
NEW
Shares94,679
Change+94,679
Value$28.9M
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares93,413 from 96,746
Change-3,333 (-3%)
Value$28.4M (-$4.3M)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares85,784 from 85,634
Change+150 (+0%)
Value$26.1M (-$2.9M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares84,861 from 67,859
Change+17,002 (+25%)
Value$25.8M (+$2.9M)
Filed 2026-10-26
Baxter Bros Inc
INCREASED
Shares84,512 from 82,605
Change+1,907 (+2%)
Value$25.7M (-$2.2M)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares83,667 from 85,054
Change-1,387 (-2%)
Value$25.4M (-$3.3M)
Filed 2026-10-14
Quilter Plc
DECREASED
Shares83,226 from 84,231
Change-1,005 (-1%)
Value$25.3M (-$3.2M)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED
Shares81,956 from 40,175
Change+41,781 (+104%)
Value$24.9M (+$11.3M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares81,560 from 80,183
Change+1,377 (+2%)
Value$24.8M (-$2.3M)
Filed 2026-11-04
OP Asset Management Ltd
INCREASED
Shares81,282 from 61,120
Change+20,162 (+33%)
Value$24.7M (+$4.0M)
Filed 2026-11-05
Chesley Taft & Associates LLC
DECREASED
Shares81,243 from 81,938
Change-695 (-1%)
Value$24.7M (-$3.0M)
Filed 2026-10-13
One Way Holdings LLC
INCREASED
Shares80,987 from 77,226
Change+3,761 (+5%)
Value$24.6M (-$1.5M)
Filed 2026-10-29
Welch & Forbes LLC
DECREASED
Shares79,840 from 81,174
Change-1,334 (-2%)
Value$24.3M (-$3.2M)
Filed 2026-11-04
LVM Capital Management LTD
INCREASED
Shares79,752 from 79,690
Change+62 (+0%)
Value$24.3M (-$2.7M)
Filed 2026-10-20
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares79,703 from 74,950
Change+4,753 (+6%)
Value$24.2M (-$1.1M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares78,816 from 77,962
Change+854 (+1%)
Value$24.0M (-$2.4M)
Filed 2026-11-02
New York Life Investment Management LLC
DECREASED
Shares78,651 from 79,499
Change-848 (-1%)
Value$23.9M (-$3.0M)
Filed 2026-11-04
Dana Investment Advisors, Inc.
DECREASED
Shares78,301 from 79,029
Change-728 (-1%)
Value$23.8M (-$2.9M)
Filed 2026-11-06
Franklin Street Advisors Inc
INCREASED
Shares77,533 from 76,817
Change+716 (+1%)
Value$23.6M (-$2.4M)
Filed 2026-10-13
Investment House LLC
DECREASED
Shares77,120 from 112,119
Change-34,999 (-31%)
Value$23.5M (-$14.5M)
Filed 2026-10-21
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares76,257 from 74,028
Change+2,229 (+3%)
Value$23.2M (-$1.9M)
Filed 2026-10-30
Founders Capital Management, LLC
DECREASED
Shares75,515 from 75,527
Change-12 (0%)
Value$23.0M (-$2.6M)
Filed 2026-10-23
Generali Asset Management SPA SGR
INCREASED
Shares73,036 from 68,828
Change+4,208 (+6%)
Value$22.2M (-$1.1M)
Filed 2026-10-26
Braun Stacey Associates Inc
INCREASED
Shares72,283 from 70,993
Change+1,290 (+2%)
Value$22.0M (-$2.0M)
Filed 2026-10-19
Willis Investment Counsel
INCREASED
Shares72,065 from 67,676
Change+4,389 (+6%)
Value$21.9M (-$976.4K)
Filed 2026-10-20
J. L. Bainbridge & Co., Inc.
INCREASED
Shares71,889 from 59,895
Change+11,994 (+20%)
Value$21.9M (+$1.6M)
Filed 2026-10-20
Ninety One UK Ltd
NEW
Shares70,087
Change+70,087
Value$21.3M
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED
Shares70,087 from 70,015
Change+72 (+0%)
Value$21.3M (-$2.4M)
Filed 2026-11-05
Candriam S.C.A.
DECREASED
Shares69,190 from 126,799
Change-57,609 (-45%)
Value$21.1M (-$21.7M)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares68,942 from 68,800
Change+142 (+0%)
Value$21.0M (-$2.3M)
Filed 2026-10-23
Abner Herrman & Brock LLC
DECREASED
Shares68,070 from 69,287
Change-1,217 (-2%)
Value$20.7M (-$2.7M)
Filed 2026-10-20
Maple Capital Management, Inc.
DECREASED
Shares66,621 from 70,722
Change-4,101 (-6%)
Value$20.3M (-$3.7M)
Filed 2026-11-02
Parthenon LLC
DECREASED
Shares66,300 from 66,425
Change-125 (0%)
Value$20.2M (-$2.3M)
Filed 2026-10-22
Illinois Municipal Retirement Fund
INCREASED
Shares66,089 from 60,348
Change+5,741 (+10%)
Value$20.1M (-$315.0K)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
DECREASED
Shares64,753 from 65,490
Change-737 (-1%)
Value$19.7M (-$2.5M)
Filed 2026-10-30
LBP AM SA
INCREASED
Shares64,680 from 64,044
Change+636 (+1%)
Value$19.7M (-$2.0M)
Filed 2026-11-06
ABN Amro Investment Solutions
INCREASED
Shares64,335 from 54,037
Change+10,298 (+19%)
Value$19.6M (+$1.3M)
Filed 2026-10-21
State of Alaska, Department of Revenue
DECREASED
Shares64,213 from 66,462
Change-2,249 (-3%)
Value$19.5M (-$3.0M)
Filed 2026-10-15
Citizens Financial Group Inc
DECREASED
Shares64,142 from 65,806
Change-1,664 (-3%)
Value$19.5M (-$2.8M)
Filed 2026-10-23
Narwhal Capital Management
INCREASED
Shares63,144 from 56,415
Change+6,729 (+12%)
Value$19.2M (+$119.6K)
Filed 2026-11-04
Eagle Global Advisors LLC
DECREASED
Shares63,088 from 63,348
Change-260 (0%)
Value$19.2M (-$2.2M)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares62,615 from 66,831
Change-4,216 (-6%)
Value$19.0M (-$3.6M)
Filed 2026-10-22
Birch Financial Group, LLC
DECREASED
Shares62,094 from 62,109
Change-15 (0%)
Value$18.9M (-$2.1M)
Filed 2026-10-27
Hamilton Point Investment Advisors, LLC
DECREASED
Shares61,978 from 62,002
Change-24 (0%)
Value$18.8M (-$2.1M)
Filed 2026-11-03
Tweedy, Browne Co LLC
DECREASED
Shares60,004 from 62,719
Change-2,715 (-4%)
Value$18.2M (-$3.0M)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares58,936 from 65,919
Change-6,983 (-11%)
Value$17.9M (-$4.4M)
Filed 2026-10-20
Neville Rodie & Shaw Inc
DECREASED
Shares57,949 from 62,242
Change-4,293 (-7%)
Value$17.6K (-$21.0M)
Filed 2026-10-05
GHP Investment Advisors, Inc.
DECREASED
Shares56,970 from 57,037
Change-67 (0%)
Value$17.3M (-$2.0M)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares56,723 from 58,190
Change-1,467 (-3%)
Value$17.2M (-$2.4M)
Filed 2026-10-21
Florida Trust Wealth Management Co
INCREASED
Shares56,507 from 55,087
Change+1,420 (+3%)
Value$17.2M (-$1.4M)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares56,228 from 55,870
Change+358 (+1%)
Value$17.1M (-$1.8M)
Filed 2026-10-22
Cornerstone Advisors, LLC
INCREASED
Shares56,105 from 50,301
Change+5,804 (+12%)
Value$17.1M (+$47.2K)
Filed 2026-11-06
Yousif Capital Management, LLC
DECREASED
Shares55,144 from 55,556
Change-412 (-1%)
Value$16.8M (-$2.0M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares53,935 from 54,891
Change-956 (-2%)
Value$16.4M (-$2.2M)
Filed 2026-10-23
Carret Asset Management, LLC
DECREASED
Shares51,716 from 51,921
Change-205 (0%)
Value$15.7M (-$1.8M)
Filed 2026-11-04
Avanza Fonder AB
INCREASED
Shares51,142 from 46,178
Change+4,964 (+11%)
Value$15.6M (-$67.4K)
Filed 2026-10-13
Calamos Wealth Management LLC
DECREASED
Shares51,094 from 53,099
Change-2,005 (-4%)
Value$15.5M (-$2.4M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares50,818 from 54,809
Change-3,991 (-7%)
Value$15.5M (-$3.1M)
Filed 2026-11-06
Chemistry Wealth Management LLC
DECREASED
Shares50,670 from 50,684
Change-14 (0%)
Value$15.4M (-$1.7M)
Filed 2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares50,597 from 52,436
Change-1,839 (-4%)
Value$15.4M (-$2.3M)
Filed 2026-10-22
Vontobel Holding Ltd.
DECREASED
Shares50,469 from 75,902
Change-25,433 (-34%)
Value$15.3M (-$10.3M)
Filed 2026-10-16
Mirae Asset Securities (USA) Inc.
NEW
Shares50,313
Change+50,313
Value$15.3M
Filed 2026-10-15
Stockman Wealth Management, Inc.
INCREASED
Shares50,288 from 48,578
Change+1,710 (+4%)
Value$15.3M (-$1.1M)
Filed 2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares49,897 from 49,326
Change+571 (+1%)
Value$15.2M (-$1.5M)
Filed 2026-10-08
Merit Financial Group, LLC
INCREASED
Shares49,661 from 47,284
Change+2,377 (+5%)
Value$15.1M (-$892.1K)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares49,575 from 55,457
Change-5,882 (-11%)
Value$15.1M (-$3.7M)
Filed 2026-10-20
Anchor Capital Advisors LLC
DECREASED
Shares49,459 from 49,871
Change-412 (-1%)
Value$15.0M (-$1.8M)
Filed 2026-11-05
Matthew Goff Investment Advisor, LLC
DECREASED
Shares49,198 from 49,357
Change-159 (0%)
Value$15.0M (-$1.7M)
Filed 2026-10-13
Sky Investment Group LLC
INCREASED
Shares48,461 from 47,260
Change+1,201 (+3%)
Value$14.7M (-$1.2M)
Filed 2026-10-30
Glenview Trust Co
DECREASED
Shares48,174 from 58,746
Change-10,572 (-18%)
Value$14.6M (-$5.2M)
Filed 2026-10-28
Savant Capital, LLC
INCREASED
Shares48,151 from 31,159
Change+16,992 (+55%)
Value$14.6M (+$4.1M)
Filed 2026-11-06
Perennial Advisors, LLC
DECREASED
Shares47,582 from 48,090
Change-508 (-1%)
Value$14.5M (-$1.8M)
Filed 2026-10-13
ASR Vermogensbeheer N.V.
INCREASED
Shares47,167 from 40,186
Change+6,981 (+17%)
Value$14.3M (+$751.0K)
Filed 2026-10-16
Fulton Breakefield Broenniman LLC
INCREASED
Shares45,943 from 45,916
Change+27 (+0%)
Value$14.0M (-$1.6M)
Filed 2026-11-03
HS Management Partners, LLC
INCREASED
Shares45,741 from 45,119
Change+622 (+1%)
Value$13.9M (-$1.4M)
Filed 2026-11-05
Fishman JAY A LTD
DECREASED
Shares45,633 from 47,883
Change-2,250 (-5%)
Value$13.9M (-$2.3M)
Filed 2026-10-26
Equitable Trust Co
DECREASED
Shares45,337 from 48,698
Change-3,361 (-7%)
Value$13.8M (-$2.7M)
Filed 2026-10-13
Vise Technologies, Inc.
NEW
Shares44,965
Change+44,965
Value$13.7M
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares44,927 from 44,009
Change+918 (+2%)
Value$13.7M (-$1.2M)
Filed 2026-11-06
Eagle Rock Investment Company, LLC
DECREASED
Shares44,594 from 44,662
Change-68 (0%)
Value$13.6M (-$1.5M)
Filed 2026-10-21
Assenagon Asset Management S.A.
INCREASED
Shares44,321 from 27,954
Change+16,367 (+59%)
Value$13.5M (+$4.0M)
Filed 2026-10-15
Venture Visionary Partners LLC
INCREASED
Shares43,833 from 37,945
Change+5,888 (+16%)
Value$13.3M (+$494.6K)
Filed 2026-10-07
Foyston, Gordon & Payne Inc
INCREASED
Shares43,299 from 42,942
Change+357 (+1%)
Value$13.2M (-$1.4M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares42,845 from 48,360
Change-5,515 (-11%)
Value$13.0M (-$3.3M)
Filed 2026-10-15
LaFleur & Godfrey LLC
INCREASED
Shares42,680 from 42,539
Change+141 (+0%)
Value$13.0M (-$1.4M)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED
Shares41,896 from 41,896
Change0 (0%)
Value$12.7M (-$1.4M)
Filed 2026-10-20
Jefferies Financial Group Inc.
DECREASED
Shares40,814 from 69,376
Change-28,562 (-41%)
Value$12.4M (-$11.1M)
Filed 2026-11-05
Private Advisory Group LLC
INCREASED
Shares40,668 from 38,198
Change+2,470 (+6%)
Value$12.4M (-$553.4K)
Filed 2026-11-06
Shayne & Jacobs, LLC
DECREASED
Shares40,479 from 41,139
Change-660 (-2%)
Value$12.3M (-$1.6M)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares40,415 from 39,058
Change+1,357 (+3%)
Value$12.3M (-$921.0K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares40,244 from 36,558
Change+3,686 (+10%)
Value$12.2M (-$127.5K)
Filed 2026-10-16
Greenwood Gearhart LLC
INCREASED
Shares40,012 from 38,028
Change+1,984 (+5%)
Value$12.2M (-$695.3K)
Filed 2026-11-02
Van Cleef Asset Management,Inc
DECREASED
Shares39,795 from 40,403
Change-608 (-1%)
Value$12.1M (-$1.6M)
Filed 2026-10-20
Cullinan Associates Inc
INCREASED
Shares39,762 from 38,796
Change+966 (+2%)
Value$12.1M (-$1.0M)
Filed 2026-11-03
Searle & Co.
DECREASED
Shares39,714 from 41,714
Change-2,000 (-5%)
Value$12.1M (-$2.0M)
Filed 2026-11-04
Griffin Asset Management, Inc.
DECREASED
Shares39,591 from 39,971
Change-380 (-1%)
Value$12.0M (-$1.5M)
Filed 2026-10-22
Kintegral Advisory, LLC
INCREASED
Shares38,816 from 38,597
Change+219 (+1%)
Value$11.8M (-$1.3M)
Filed 2026-10-16
NWF Advisory Services Inc.
INCREASED
Shares37,999 from 37,731
Change+268 (+1%)
Value$11.6M (-$1.2M)
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares37,931 from 38,441
Change-510 (-1%)
Value$11.5M (-$1.5M)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares37,735 from 38,075
Change-340 (-1%)
Value$11.5M (-$1.4M)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares37,648 from 35,674
Change+1,974 (+6%)
Value$11.4M (-$618.0K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED
Shares37,336 from 39,797
Change-2,461 (-6%)
Value$11.4M (-$2.1M)
Filed 2026-10-08
Bensler, LLC
INCREASED
Shares37,186 from 36,246
Change+940 (+3%)
Value$11.3M (-$952.1K)
Filed 2026-11-05
Radnor Capital Management, LLC
DECREASED
Shares36,850 from 37,050
Change-200 (-1%)
Value$11.2M (-$1.3M)
Filed 2026-10-23
Pittenger & Anderson Inc
INCREASED
Shares36,067 from 35,348
Change+719 (+2%)
Value$11.0M (-$988.5K)
Filed 2026-11-02
WoodTrust Financial Corp
DECREASED
Shares36,046 from 36,591
Change-545 (-1%)
Value$11.0M (-$1.4M)
Filed 2026-10-09
Highland Capital Management, LLC
INCREASED
Shares36,034 from 28,762
Change+7,272 (+25%)
Value$11.0M (+$1.2M)
Filed 2026-10-26
Meiji Yasuda America Inc
INCREASED
Shares35,775 from 28,592
Change+7,183 (+25%)
Value$10.9M (+$1.2M)
Filed 2026-10-22
Jacobs & Co
INCREASED
Shares34,997 from 33,547
Change+1,450 (+4%)
Value$10.6M (-$705.0K)
Filed 2026-10-09
Crossmark Global Holdings, Inc.
DECREASED
Shares34,943 from 71,454
Change-36,511 (-51%)
Value$10.6M (-$13.5M)
Filed 2026-10-21
MFA Wealth Advisors, LLC
DECREASED
Shares34,872 from 35,055
Change-183 (-1%)
Value$10.6M (-$1.3M)
Filed 2026-10-07
Univest Financial Corp
DECREASED
Shares34,829 from 40,629
Change-5,800 (-14%)
Value$10.6M (-$3.2M)
Filed 2026-11-05
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares34,415 from 34,430
Change-15 (0%)
Value$10.5M (-$1.2M)
Filed 2026-10-05
Meyer Handelman Co
UNCHANGED
Shares34,365 from 34,365
Change0 (0%)
Value$10.5M (-$1.2M)
Filed 2026-10-28
Ascent Group, LLC
INCREASED
Shares33,659 from 30,121
Change+3,538 (+12%)
Value$10.2M (+$47.4K)
Filed 2026-10-30
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares32,934 from 33,084
Change-150 (0%)
Value$10.0M (-$1.2M)
Filed 2026-10-23
Quadrant Capital Group LLC
DECREASED
Shares32,728 from 33,121
Change-393 (-1%)
Value$10.1M (-$1.1M)
Filed 2026-10-20
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares32,590 from 40,110
Change-7,520 (-19%)
Value$9.9M (-$3.7M)
Filed 2026-10-29
SP Asset Management LLC
DECREASED
Shares32,370 from 33,837
Change-1,467 (-4%)
Value$9.8M (-$1.6M)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares32,246 from 28,405
Change+3,841 (+14%)
Value$9.8M (+$198.0K)
Filed 2026-11-05
Legacy Trust
INCREASED
Shares31,360 from 31,345
Change+15 (+0%)
Value$10.0M (-$595.2K)
Filed 2026-11-06
Stokes Capital Advisors, LLC
DECREASED
Shares31,254 from 32,838
Change-1,584 (-5%)
Value$9.5M (-$1.6M)
Filed 2026-10-09
Letson Investment Management, Inc.
DECREASED
Shares31,079 from 31,240
Change-161 (-1%)
Value$9.5M (-$1.1M)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED
Shares30,304 from 33,927
Change-3,623 (-11%)
Value$9.2M (-$2.3M)
Filed 2026-11-05
LB Partners LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$9.1M (-$1.0M)
Filed 2026-11-05
Thompson Siegel & Walmsley LLC
DECREASED
Shares29,691 from 29,863
Change-172 (-1%)
Value$9.0M (-$1.1M)
Filed 2026-11-05
Torrey Growth & Income Advisors
DECREASED
Shares29,637 from 29,747
Change-110 (0%)
Value$9.1M (-$981.4K)
Filed 2026-11-04
Plato Investment Management Ltd
INCREASED
Shares29,346 from 22,911
Change+6,435 (+28%)
Value$9.0M (+$1.3M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares28,896 from 29,697
Change-801 (-3%)
Value$8.8M (-$1.3M)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares28,887 from 25,478
Change+3,409 (+13%)
Value$8.8M (+$166.7K)
Filed 2026-11-05
Hartford Investment Management Co
DECREASED
Shares28,243 from 29,462
Change-1,219 (-4%)
Value$8.6M (-$1.4M)
Filed 2026-11-04
Orange Investment Advisors, Inc.
DECREASED
Shares28,153 from 33,061
Change-4,908 (-15%)
Value$8.6M (-$2.6M)
Filed 2026-10-23
Pavion Blue Capital, LLC
DECREASED
Shares27,992 from 28,239
Change-247 (-1%)
Value$8.5M (-$1.0M)
Filed 2026-11-05
Oak Thistle LLC
INCREASED
Shares27,328 from 2,448
Change+24,880 (+1016%)
Value$8.3M (+$7.5M)
Filed 2026-10-21
Stenger Family Office, LLC
INCREASED
Shares26,873 from 21,141
Change+5,732 (+27%)
Value$8.3M (+$1.2M)
Filed 2026-10-22
Imc-Chicago, LLC
DECREASED
Shares26,871 from 32,609
Change-5,738 (-18%)
Value$8.2M (-$2.9M)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares26,863 from 26,863
Change0 (0%)
Value$9.1M ($0)
Filed 2026-10-15
Dillon & Associates Inc
INCREASED
Shares26,777 from 20,678
Change+6,099 (+30%)
Value$8.1M (+$1.2M)
Filed 2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares26,664 from 23,632
Change+3,032 (+13%)
Value$8.1M (+$115.0K)
Filed 2026-10-26
New Mexico Educational Retirement Board
UNCHANGED
Shares26,663 from 26,663
Change0 (0%)
Value$8.1M (-$911.0K)
Filed 2026-11-05
Guardian Partners Inc.
DECREASED
Shares26,594 from 26,654
Change-60 (0%)
Value$8.1M (-$928.5K)
Filed 2026-10-21
Reliant Investment Management, LLC
INCREASED
Shares26,556 from 26,535
Change+21 (+0%)
Value$8.1M (-$899.8K)
Filed 2026-10-14
Foster Group, Inc.
DECREASED
Shares26,422 from 26,582
Change-160 (-1%)
Value$8.0M (-$956.4K)
Filed 2026-10-13
Boyd Watterson Asset Management LLC
DECREASED
Shares26,138 from 26,176
Change-38 (0%)
Value$7.9M (-$905.5K)
Filed 2026-11-06
Naples Global Advisors, LLC
INCREASED
Shares25,980 from 25,742
Change+238 (+1%)
Value$7.9M (-$806.7K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares25,900 from 27,200
Change-1,300 (-5%)
Value$7.9M (-$1.3M)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares25,536 from 30,423
Change-4,887 (-16%)
Value$7.8M (-$2.5M)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares25,145 from 23,995
Change+1,150 (+5%)
Value$7.6M (-$469.9K)
Filed 2026-10-28
Chatham Capital Group, Inc.
INCREASED
Shares25,111 from 24,853
Change+258 (+1%)
Value$7.6M (-$770.3K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares25,110 from 22,376
Change+2,734 (+12%)
Value$8.0M (+$443.5K)
Filed 2026-11-04
Kerusso Capital Management LLC
INCREASED
Shares25,107 from 22,741
Change+2,366 (+10%)
Value$7.6M (-$57.1K)
Filed 2026-10-27
Bokf, NA
INCREASED
Shares25,085 from 24,481
Change+604 (+2%)
Value$7.6M (-$652.4K)
Filed 2026-10-27
Coastline Trust Co
DECREASED
Shares24,911 from 25,969
Change-1,058 (-4%)
Value$7.6M (-$1.2M)
Filed 2026-10-01
Central Trust Co
DECREASED
Shares24,821 from 24,836
Change-15 (0%)
Value$7.5M (-$852.7K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares24,811 from 24,888
Change-77 (0%)
Value$7.5M (-$873.0K)
Filed 2026-10-28
AMG National Trust Bank
INCREASED
Shares24,786 from 24,763
Change+23 (+0%)
Value$7.5M (-$838.5K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares24,705 from 24,592
Change+113 (+0%)
Value$7.5M (-$805.5K)
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares24,563 from 24,582
Change-19 (0%)
Value$7.5M (-$845.3K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares24,521 from 23,832
Change+689 (+3%)
Value$7.5M (-$604.3K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares24,343 from 26,157
Change-1,814 (-7%)
Value$7.4M (-$1.4M)
Filed 2026-11-06
Riggs Asset Managment Co. Inc.
INCREASED
Shares24,184 from 23,872
Change+312 (+1%)
Value$7.4M (-$720.4K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
INCREASED
Shares24,026 from 4,081
Change+19,945 (+489%)
Value$12.1M (+$11.0M)
Filed 2026-11-04
Hendershot Investments Inc.
UNCHANGED
Shares23,903 from 23,903
Change0 (0%)
Value$7.3M (-$816.3K)
Filed 2026-11-05
AIA Group Ltd
INCREASED
Shares23,443 from 19,530
Change+3,913 (+20%)
Value$7.1M (+$523.0K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares23,304 from 22,596
Change+708 (+3%)
Value$7.3M (-$263.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares23,304 from 22,596
Change+708 (+3%)
Value$7.3M (-$263.9K)
Filed 2026-10-20
CX Institutional
DECREASED
Shares23,285 from 39,810
Change-16,525 (-42%)
Value$7.1K (-$13.5M)
Filed 2026-10-02
Chicago Trust Co NA
INCREASED
Shares23,227 from 21,359
Change+1,868 (+9%)
Value$7.1M (-$161.4K)
Filed 2026-10-28
Strategic Wealth Investment Group, LLC
DECREASED
Shares23,206 from 24,203
Change-997 (-4%)
Value$7.1M (-$1.1M)
Filed 2026-10-29
AlphaCore Capital LLC
INCREASED
Shares23,172 from 7,050
Change+16,122 (+229%)
Value$7.0M (+$4.7M)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares23,133 from 22,554
Change+579 (+3%)
Value$7.0M (-$594.2K)
Filed 2026-10-22
Bretton Capital Management, LLC
UNCHANGED
Shares23,100 from 23,100
Change0 (0%)
Value$7.0M (-$788.9K)
Filed 2026-10-22
JLB & Associates Inc
DECREASED
Shares22,931 from 23,081
Change-150 (-1%)
Value$7.8M (-$50.7K)
Filed 2026-10-27
Payden & Rygel
DECREASED
Shares22,700 from 39,600
Change-16,900 (-43%)
Value$6.9M (-$6.5M)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares22,598 from 23,070
Change-472 (-2%)
Value$6.9M (-$931.0K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
DECREASED
Shares22,531 from 25,741
Change-3,210 (-12%)
Value$6.9M (-$1.9M)
Filed 2026-10-16
AlpenGlobal Capital LLC
INCREASED
Shares22,205 from 22,111
Change+94 (+0%)
Value$6.8M (-$726.5K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares22,112 from 18,655
Change+3,457 (+19%)
Value$6.7M (+$412.7K)
Filed 2026-10-08
Formuepleje A/S
DECREASED
Shares21,944 from 23,780
Change-1,836 (-8%)
Value$6.7M (-$1.4M)
Filed 2026-10-15
Asset Dedication, LLC
INCREASED
Shares21,286 from 21,263
Change+23 (+0%)
Value$6.5M (-$719.2K)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares21,225 from 21,636
Change-411 (-2%)
Value$6.5M (-$863.0K)
Filed 2026-10-22
Chapman Investment Management, LLC
NEW
Shares21,209
Change+21,209
Value$6.4M
Filed 2026-11-03
Condor Capital Management
INCREASED
Shares21,189 from 21,166
Change+23 (+0%)
Value$6.4M (-$715.9K)
Filed 2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED
Shares21,172 from 20,210
Change+962 (+5%)
Value$6.4M (-$397.6K)
Filed 2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares21,078 from 20,912
Change+166 (+1%)
Value$6.4M (-$663.7K)
Filed 2026-10-13
Kanawha Capital Management LLC
INCREASED
Shares20,684 from 20,417
Change+267 (+1%)
Value$6.3M (-$616.1K)
Filed 2026-10-19
Bailard, Inc.
INCREASED
Shares20,615 from 20,131
Change+484 (+2%)
Value$6.3M (-$540.3K)
Filed 2026-10-13
Ceera Investments, LLC
DECREASED
Shares20,419 from 20,598
Change-179 (-1%)
Value$6.2M (-$757.9K)
Filed 2026-11-02
Modera Wealth Management, LLC
INCREASED
Shares20,375 from 18,722
Change+1,653 (+9%)
Value$6.2M (-$136.6K)
Filed 2026-10-28
Bfsg, LLC
INCREASED
Shares20,145 from 20,026
Change+119 (+1%)
Value$6.1M (-$647.7K)
Filed 2026-10-30
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED
Shares20,118 from 20,118
Change0 (0%)
Value$6.1M (-$687.0K)
Filed 2026-11-06
First Interstate Bank
DECREASED
Shares20,060 from 20,721
Change-661 (-3%)
Value$6.1M (-$908.6K)
Filed 2026-10-23
Rayburn West Financial Services LLC
INCREASED
Shares19,852 from 19,651
Change+201 (+1%)
Value$6.0M (-$609.9K)
Filed 2026-11-03
Caldwell Trust Co
INCREASED
Shares19,781 from 18,631
Change+1,150 (+6%)
Value$6.0M (-$286.5K)
Filed 2026-10-30
Meitav Investment House LTD
UNCHANGED
Shares19,696 from 19,696
Change0 (0%)
Value$6.0M (-$675.5K)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares19,691 from 19,378
Change+313 (+2%)
Value$6.0M (-$566.6K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares19,689 from 19,897
Change-208 (-1%)
Value$6.0M (-$742.7K)
Filed 2026-10-16
Fulcrum Asset Management LLP
INCREASED
Shares19,638 from 18,607
Change+1,031 (+6%)
Value$6.0M (-$345.3K)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares19,616 from 19,147
Change+469 (+2%)
Value$6.0M (-$511.2K)
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares19,361 from 18,482
Change+879 (+5%)
Value$5.9M (-$363.8K)
Filed 2026-10-26
Welch Group, LLC
INCREASED
Shares18,979 from 18,908
Change+71 (+0%)
Value$5.8M (-$624.1K)
Filed 2026-10-29
N10 Wealth, LLC
INCREASED
Shares18,886 from 15,499
Change+3,387 (+22%)
Value$5.7M (+$500.7K)
Filed 2026-10-14
Intesa Sanpaolo Wealth Management
INCREASED
Shares18,883 from 18,166
Change+717 (+4%)
Value$5.7M (-$402.3K)
Filed 2026-10-28
Global X Japan Co., Ltd.
DECREASED
Shares18,880 from 22,400
Change-3,520 (-16%)
Value$5.7M (-$1.8M)
Filed 2026-10-21
Clear Harbor Asset Management, LLC
INCREASED
Shares18,878 from 3,985
Change+14,893 (+374%)
Value$5.7M (+$4.4M)
Filed 2026-11-05
E. Ohman J:or Asset Management AB
UNCHANGED
Shares18,797 from 18,797
Change0 (0%)
Value$5.7M (-$641.9K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares18,617 from 18,210
Change+407 (+2%)
Value$5.7M (-$498.2K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares18,550 from 22,540
Change-3,990 (-18%)
Value$5.6M (-$2.0M)
Filed 2026-10-21
Montag A & Associates Inc
DECREASED
Shares18,483 from 18,883
Change-400 (-2%)
Value$5.6M (-$766.5K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares18,368 from 18,095
Change+273 (+2%)
Value$5.6M (-$534.9K)
Filed 2026-10-23
Gilman Hill Asset Management, LLC
INCREASED
Shares18,180 from 17,955
Change+225 (+1%)
Value$5.5M (-$544.7K)
Filed 2026-10-13
Vertrix Wealth Management, LLC
INCREASED
Shares18,130 from 18,098
Change+32 (+0%)
Value$5.5M (-$608.2K)
Filed 2026-10-13
Conning Inc.
DECREASED
Shares18,121 from 18,455
Change-334 (-2%)
Value$5.5M (-$731.8K)
Filed 2026-10-27
Lincoln Capital LLC
DECREASED
Shares18,008 from 18,043
Change-35 (0%)
Value$5.5M (-$622.8K)
Filed 2026-10-09
Pacifica Capital Investments, LLC
UNCHANGED
Shares17,993 from 17,993
Change0 (0%)
Value$5.5M (-$614.5K)
Filed 2026-11-05
Seizert Capital Partners, LLC
INCREASED
Shares17,763 from 17,442
Change+321 (+2%)
Value$5.4M (-$498.0K)
Filed 2026-10-30
Community Financial Services Group, LLC
INCREASED
Shares17,762 from 17,652
Change+110 (+1%)
Value$5.4M (-$777.2K)
Filed 2026-10-15
Covenant Asset Management, LLC
DECREASED
Shares17,722 from 18,500
Change-778 (-4%)
Value$5.4M (-$868.4K)
Filed 2026-10-14
N10 Assets, LLC
INCREASED
Shares17,669 from 15,305
Change+2,364 (+15%)
Value$5.4M (+$196.2K)
Filed 2026-10-14
Evergreen Capital Management LLC
DECREASED
Shares17,591 from 18,555
Change-964 (-5%)
Value$5.3M (-$926.8K)
Filed 2026-10-23
Chemung Canal Trust Co
DECREASED
Shares17,507 from 17,863
Change-356 (-2%)
Value$5.3M (-$718.3K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares17,504 from 15,479
Change+2,025 (+13%)
Value$5.3M (+$87.1K)
Filed 2026-10-27
Mount Vernon Associates Inc
DECREASED
Shares17,412 from 18,017
Change-605 (-3%)
Value$5.3M (-$799.0K)
Filed 2026-10-26
Nordwand Advisors, LLC
INCREASED
Shares17,376 from 17,331
Change+45 (+0%)
Value$5.3M (-$578.2K)
Filed 2026-11-05
Titiun Yejiel
UNCHANGED
Shares17,231 from 17,231
Change0 (0%)
Value$5.2M (-$588.4K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares17,080 from 17,093
Change-13 (0%)
Value$5.2M (-$587.9K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
INCREASED
Shares16,923 from 16,878
Change+45 (+0%)
Value$5.1M (-$562.7K)
Filed 2026-10-15
WP Advisors, LLC
INCREASED
Shares16,856 from 16,474
Change+382 (+2%)
Value$5.1M (-$446.4K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
DECREASED
Shares16,853 from 16,950
Change-97 (-1%)
Value$5.1M (-$608.5K)
Filed 2026-10-08
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares16,830 from 16,125
Change+705 (+4%)
Value$5.1M (-$336.2K)
Filed 2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares16,810 from 14,820
Change+1,990 (+13%)
Value$5.1M (+$99.1K)
Filed 2026-11-04
Blue Zone Wealth Advisors, LLC
DECREASED
Shares16,782 from 19,800
Change-3,018 (-15%)
Value$5.1M (-$1.6M)
Filed 2026-10-19
Greenleaf Trust
DECREASED
Shares16,731 from 17,481
Change-750 (-4%)
Value$5.1M (-$825.1K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares16,418 from 16,011
Change+407 (+3%)
Value$5.0M (-$423.1K)
Filed 2026-10-08
JAG Capital Management, LLC
DECREASED
Shares16,390 from 16,582
Change-192 (-1%)
Value$5.0M (-$624.7K)
Filed 2026-11-06
North Dakota State Investment Board
INCREASED
Shares16,206 from 15,653
Change+553 (+4%)
Value$4.9M (-$366.4K)
Filed 2026-10-27
CFC Planning Co LLC
DECREASED
Shares16,174 from 16,405
Change-231 (-1%)
Value$4.9M (-$630.2K)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares16,122 from 15,600
Change+522 (+3%)
Value$4.9M (-$374.0K)
Filed 2026-10-13
Asio Capital, LLC
INCREASED
Shares16,076 from 14,202
Change+1,874 (+13%)
Value$4.9M (+$84.9K)
Filed 2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares15,881 from 17,500
Change-1,619 (-9%)
Value$4.8M (-$1.1M)
Filed 2026-11-03
Praxis Investment Management Inc
UNCHANGED
Shares15,794 from 15,794
Change0 (0%)
Value$4.8M (-$539.0K)
Filed 2026-11-03
Bill Few Associates, Inc.
DECREASED
Shares15,688 from 16,160
Change-472 (-3%)
Value$4.8M (-$695.3K)
Filed 2026-10-09
Masterinvest Kapitalanlage GmbH
DECREASED
Shares15,489 from 15,894
Change-405 (-3%)
Value$4.7M (-$665.9K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
DECREASED
Shares15,398 from 16,568
Change-1,170 (-7%)
Value$4.7M (-$1.1M)
Filed 2026-10-29
Ritholtz Wealth Management
INCREASED
Shares15,394 from 14,844
Change+550 (+4%)
Value$4.7M (-$339.5K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
NEW
Shares15,337
Change+15,337
Value$4.7M
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares15,139 from 12,504
Change+2,635 (+21%)
Value$4.6M (+$374.2K)
Filed 2026-10-13
Asset Advisors Investment Management, LLC
INCREASED
Shares15,119 from 10,040
Change+5,079 (+51%)
Value$4.6M (+$1.2M)
Filed 2026-10-19
NorthCrest Asset Manangement, LLC
DECREASED
Shares15,054 from 15,255
Change-201 (-1%)
Value$4.6M (-$651.3K)
Filed 2026-10-13
RMR Wealth Builders
INCREASED
Shares15,051 from 14,721
Change+330 (+2%)
Value$4.6M (-$402.5K)
Filed 2026-10-22
Frank, Rimerman Advisors LLC
INCREASED
Shares14,777 from 14,776
Change+1 (+0%)
Value$4.5M (-$504.3K)
Filed 2026-10-16
Constitution Capital LLC
INCREASED
Shares14,765 from 12,870
Change+1,895 (+15%)
Value$4.5M (+$136.8K)
Filed 2026-10-23
Trust Co of Toledo NA
DECREASED
Shares14,752 from 14,894
Change-142 (-1%)
Value$4.5M (-$551.8K)
Filed 2026-10-16
Alps Advisors Inc
INCREASED
Shares14,744 from 10,222
Change+4,522 (+44%)
Value$4.5M (+$1.0M)
Filed 2026-11-03
Nemes Rush Group LLC
DECREASED
Shares14,736 from 15,032
Change-296 (-2%)
Value$4.5M (-$603.4K)
Filed 2026-11-04
Carnegie Investment Counsel
DECREASED
Shares14,691 from 14,844
Change-153 (-1%)
Value$4.5M (-$553.5K)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares14,662 from 14,370
Change+292 (+2%)
Value$4.5M (-$402.2K)
Filed 2026-11-03
Benedict Financial Advisors Inc
INCREASED
Shares14,660 from 14,574
Change+86 (+1%)
Value$4.5M (-$471.5K)
Filed 2026-10-07
Sowell Financial Services LLC
INCREASED
Shares14,588 from 13,952
Change+636 (+5%)
Value$4.4M (-$283.1K)
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares14,568 from 15,205
Change-637 (-4%)
Value$4.4M (-$713.0K)
Filed 2026-10-13
Aviance Capital Partners, LLC
INCREASED
Shares14,528 from 14,519
Change+9 (+0%)
Value$4.4M (-$493.1K)
Filed 2026-10-29
Boston Common Asset Management, LLC
INCREASED
Shares14,521 from 11,387
Change+3,134 (+28%)
Value$4.4M (+$564.2K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares14,434 from 14,395
Change+39 (+0%)
Value$4.4M (-$479.8K)
Filed 2026-11-03
Wedmont Private Capital
INCREASED
Shares14,263 from 12,631
Change+1,632 (+13%)
Value$4.4M (-$33.8K)
Filed 2026-10-09
Journey Advisory Group, LLC
INCREASED
Shares13,994 from 13,809
Change+185 (+1%)
Value$4.3M (-$415.3K)
Filed 2026-11-04
NBT Bank, N.A.
DECREASED
Shares13,991 from 14,792
Change-801 (-5%)
Value$4.3M (-$748.7K)
Filed 2026-10-21
Avior Wealth Management, LLC
DECREASED
Shares13,983 from 16,468
Change-2,485 (-15%)
Value$4.3M (-$1.3M)
Filed 2026-10-13
Fiduciary Family Office, LLC
INCREASED
Shares13,955 from 12,841
Change+1,114 (+9%)
Value$4.2M (-$99.8K)
Filed 2026-11-04
Wynn Capital, LLC
INCREASED
Shares13,936 from 13,935
Change+1 (+0%)
Value$4.2M (-$475.6K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares13,932 from 13,924
Change+8 (+0%)
Value$4.2M (-$472.9K)
Filed 2026-11-05
Park National Corp
DECREASED
Shares13,890 from 14,681
Change-791 (-5%)
Value$4.2M (-$741.9K)
Filed 2026-10-05
Tctc Holdings, LLC
INCREASED
Shares13,849 from 13,445
Change+404 (+3%)
Value$4.2M (-$336.3K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares13,818 from 22,288
Change-8,470 (-38%)
Value$4.2M (-$3.3M)
Filed 2026-10-30
Securian Asset Management, Inc
DECREASED
Shares13,682 from 14,142
Change-460 (-3%)
Value$4.2M (-$864.7K)
Filed 2026-11-06
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares13,657 from 13,759
Change-102 (-1%)
Value$4.2M (-$500.9K)
Filed 2026-10-22
Wright Investors Service Inc
DECREASED
Shares13,630 from 13,905
Change-275 (-2%)
Value$4.1M (-$558.5K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares13,521 from 13,357
Change+164 (+1%)
Value$4.1M (-$392.2K)
Filed 2026-10-23
Plimoth Trust Co LLC
INCREASED
Shares13,363 from 12,719
Change+644 (+5%)
Value$4.1M (-$238.5K)
Filed 2026-10-26
111 Capital
NEW
Shares13,290
Change+13,290
Value$4.0M
Filed 2026-11-03
Chicago Capital, LLC
INCREASED
Shares13,247 from 13,031
Change+216 (+2%)
Value$4.0M (-$379.3K)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares13,231 from 10,073
Change+3,158 (+31%)
Value$4.0M (+$616.2K)
Filed 2026-11-06
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares13,231 from 14,154
Change-923 (-7%)
Value$4.0M (-$763.8K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares13,227 from 4,874
Change+8,353 (+171%)
Value$4.0M (+$2.4M)
Filed 2026-10-16
Midwest Professional Planners, Ltd.
DECREASED
Shares13,217 from 13,655
Change-438 (-3%)
Value$4.0M (-$599.4K)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
INCREASED
Shares13,174 from 12,498
Change+676 (+5%)
Value$4.0M (-$221.2K)
Filed 2026-10-22
Mitchell Capital Management Co
DECREASED
Shares13,158 from 13,269
Change-111 (-1%)
Value$4.0M (-$486.9K)
Filed 2026-10-29
Hartline Investment Corp/
DECREASED
Shares13,128 from 16,329
Change-3,201 (-20%)
Value$4.0M (-$1.5M)
Filed 2026-10-29
Goelzer Investment Management, Inc.
INCREASED
Shares12,933 from 12,070
Change+863 (+7%)
Value$3.9M (-$149.8K)
Filed 2026-10-16
Central Pacific Bank - Trust Division
DECREASED
Shares12,925 from 16,373
Change-3,448 (-21%)
Value$3.9M (-$1.6M)
Filed 2026-10-06
Smith Salley Wealth Management
DECREASED
Shares12,925 from 13,053
Change-128 (-1%)
Value$3.9M (-$484.7K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares12,904 from 12,973
Change-69 (-1%)
Value$3.9M (-$464.0K)
Filed 2026-10-07
Clear Trail Advisors, LLC
DECREASED
Shares12,886 from 13,037
Change-151 (-1%)
Value$3.9M (-$491.0K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares12,766 from 13,444
Change-678 (-5%)
Value$3.9M (-$665.3K)
Filed 2026-10-23
Mirador Capital Partners LP
INCREASED
Shares12,741 from 630
Change+12,111 (+1922%)
Value$3.9M (+$3.7M)
Filed 2026-10-09
Nixon Peabody Trust Co
INCREASED
Shares12,686 from 6,831
Change+5,855 (+86%)
Value$3.9M (+$1.5M)
Filed 2026-10-23
Greenfield Savings Bank
DECREASED
Shares12,641 from 12,756
Change-115 (-1%)
Value$3.8M (-$470.6K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
DECREASED
Shares12,640 from 13,333
Change-693 (-5%)
Value$3.8M (-$666.1K)
Filed 2026-10-27
Investment Advisory Services Inc
INCREASED
Shares12,472 from 12,410
Change+62 (+1%)
Value$3.8M (-$404.8K)
Filed 2026-10-27
Costello Asset Management, Inc
DECREASED
Shares12,470 from 12,819
Change-349 (-3%)
Value$3.8M (-$544.0K)
Filed 2026-10-30
Buckhead Capital Management LLC
INCREASED
Shares12,419 from 12,380
Change+39 (+0%)
Value$3.8M (-$410.9K)
Filed 2026-11-03
Insight Inv LLC
INCREASED
Shares12,414 from 11,764
Change+650 (+6%)
Value$3.8M (-$204.1K)
Filed 2026-10-27
Grandfield & Dodd, LLC
INCREASED
Shares12,035 from 12,024
Change+11 (+0%)
Value$3.7M (-$407.3K)
Filed 2026-10-29
Stone Summit Wealth LLC
DECREASED
Shares12,022 from 13,401
Change-1,379 (-10%)
Value$3.7M (-$877.0K)
Filed 2026-10-14
Compound Planning, Inc.
INCREASED
Shares11,922 from 11,276
Change+646 (+6%)
Value$3.6M (-$188.8K)
Filed 2026-11-05
Kimelman & Baird, LLC
INCREASED
Shares11,847 from 11,055
Change+792 (+7%)
Value$3.6M (-$136.7K)
Filed 2026-11-03
First Citizens Bank & Trust Co
INCREASED
Shares11,792 from 6,133
Change+5,659 (+92%)
Value$3.6M (+$1.5M)
Filed 2026-10-14
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares11,713 from 11,713
Change0 (0%)
Value$3.6M (-$400.0K)
Filed 2026-11-06
DSG Capital Advisors, LLC
DECREASED
Shares11,707 from 12,492
Change-785 (-6%)
Value$3.6M (-$875.3K)
Filed 2026-11-05
Great Lakes Retirement, Inc.
INCREASED
Shares11,688 from 11,633
Change+55 (+0%)
Value$3.6M (-$380.5K)
Filed 2026-10-26
Kenora Financial, LLC
UNCHANGED
Shares11,602 from 11,602
Change0 (0%)
Value$3.5M (-$396.2K)
Filed 2026-10-20
Ascentis Independent Advisors
INCREASED
Shares11,539 from 332
Change+11,207 (+3376%)
Value$3.5M (+$3.4M)
Filed 2026-11-03
Stonebridge Financial Group, LLC
DECREASED
Shares11,528 from 15,442
Change-3,914 (-25%)
Value$3.5M (-$1.7M)
Filed 2026-10-01
Arista Wealth Management, LLC
INCREASED
Shares11,434 from 11,105
Change+329 (+3%)
Value$3.5M (-$279.2K)
Filed 2026-10-29
Knuff & Co LLC
INCREASED
Shares11,420 from 10,543
Change+877 (+8%)
Value$3.5M (-$93.3K)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares11,383 from 11,237
Change+146 (+1%)
Value$3.5M (-$339.1K)
Filed 2026-11-05
St. Johns Investment Management Company, LLC
DECREASED
Shares11,343 from 11,718
Change-375 (-3%)
Value$3.4M (-$514.2K)
Filed 2026-10-30
Family Capital Trust Co
UNCHANGED
Shares11,318 from 11,318
Change0 (0%)
Value$3.4M (-$386.6K)
Filed 2026-10-22
Salvus Wealth Management, LLC
DECREASED
Shares11,314 from 11,504
Change-190 (-2%)
Value$3.4M (-$450.6K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,289 from 10,928
Change+361 (+3%)
Value$3.4M (-$263.4K)
Filed 2026-11-03
Fulton Bank, N.A.
DECREASED
Shares11,268 from 11,461
Change-193 (-2%)
Value$3.4M (-$450.1K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares11,220 from 11,256
Change-36 (0%)
Value$3.4M (-$395.4K)
Filed 2026-10-22
Compass Wealth Management LLC
DECREASED
Shares11,112 from 11,606
Change-494 (-4%)
Value$3.4M (-$546.6K)
Filed 2026-10-22
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares11,051 from 11,135
Change-84 (-1%)
Value$3.4M (-$405.9K)
Filed 2026-10-09
Ellsworth Advisors, LLC
NEW
Shares11,041
Change+11,041
Value$3.4M
Filed 2026-10-15
Vestor Capital, LLC
DECREASED
Shares11,034 from 181,495
Change-170,461 (-94%)
Value$95 (-$64.0K)
Filed 2026-11-04
Independent Investors Inc
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$3.3M (-$375.7K)
Filed 2026-10-30
Level Four Advisory Services, LLC
INCREASED
Shares10,958 from 10,731
Change+227 (+2%)
Value$3.3M (-$297.6K)
Filed 2026-11-06
Cookson Peirce & Co Inc
DECREASED
Shares10,955 from 13,184
Change-2,229 (-17%)
Value$3.3M (-$1.1M)
Filed 2026-10-30
Griffith & Werner, Inc.
INCREASED
Shares10,895 from 9,157
Change+1,738 (+19%)
Value$3.3M (+$216.2K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares10,893 from 14,738
Change-3,845 (-26%)
Value$3.3M (-$1.7M)
Filed 2026-10-15
Fideuram Asset Management (Ireland) dac
INCREASED
Shares10,818 from 8,180
Change+2,638 (+32%)
Value$3.8M (+$1.1M)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares10,784 from 10,723
Change+61 (+1%)
Value$3.3M (-$347.6K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares10,739 from 11,493
Change-754 (-7%)
Value$3.3M (-$621.6K)
Filed 2026-11-04
Bull Street Advisors, LLC
UNCHANGED
Shares10,673 from 10,673
Change0 (0%)
Value$3.2M (-$364.0K)
Filed 2026-10-20
Columbia Asset Management
DECREASED
Shares10,650 from 10,829
Change-179 (-2%)
Value$3.2M (-$424.2K)
Filed 2026-10-19
Fruth Investment Management
DECREASED
Shares10,625 from 10,630
Change-5 (0%)
Value$3.2M (-$364.0K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares10,563 from 10,661
Change-98 (-1%)
Value$3.2M (-$393.8K)
Filed 2026-11-03
Penn Davis Mcfarland Inc
DECREASED
Shares10,536 from 10,546
Change-10 (0%)
Value$3.2M (-$363.2K)
Filed 2026-10-23
Legacy Financial Independent Advisors LLC
DECREASED
Shares10,460 from 13,453
Change-2,993 (-22%)
Value$3.2M (-$1.4M)
Filed 2026-11-02
Tema Etfs LLC
INCREASED
Shares10,408 from 10,234
Change+174 (+2%)
Value$3.2M (-$296.6K)
Filed 2026-10-16
Lebenthal Global Advisors, LLC
INCREASED
Shares10,398 from 9,672
Change+726 (+8%)
Value$3.2M (-$109.7K)
Filed 2026-10-28
VAN Strum & Towne Inc.
INCREASED
Shares10,397 from 10,098
Change+299 (+3%)
Value$3.2M (-$253.9K)
Filed 2026-11-06
Banyan Capital Management, Inc.
UNCHANGED
Shares10,379 from 10,379
Change0 (0%)
Value$3.2M (-$354.4K)
Filed 2026-11-05
Cullen Investment Group, Ltd.
DECREASED
Shares10,373 from 10,628
Change-255 (-2%)
Value$3.2M (-$363.7K)
Filed 2026-10-13
Texas Bank & Trust Co
DECREASED
Shares10,355 from 10,375
Change-20 (0%)
Value$3.1M (-$360.4K)
Filed 2026-11-04
HBK Sorce Advisory LLC
INCREASED
Shares10,353 from 10,307
Change+46 (+0%)
Value$3.4M (-$232.5K)
Filed 2026-11-06
Birinyi Associates Inc
DECREASED
Shares10,340 from 11,360
Change-1,020 (-9%)
Value$3.1M (-$698.0K)
Filed 2026-10-28
Global Trust Asset Management, LLC
INCREASED
Shares10,273 from 10,267
Change+6 (+0%)
Value$3.1M (-$348.8K)
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares10,269 from 10,676
Change-407 (-4%)
Value$3.1M (-$488.3K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
DECREASED
Shares10,262 from 10,332
Change-70 (-1%)
Value$3.1M (-$374.1K)
Filed 2026-10-07
KCM Investment Advisors LLC
DECREASED
Shares10,260 from 10,402
Change-142 (-1%)
Value$3.1M (-$398.4K)
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
INCREASED
Shares10,095 from 9,329
Change+766 (+8%)
Value$3.1M (-$85.7K)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares9,978 from 10,480
Change-502 (-5%)
Value$3.0M (-$510.7K)
Filed 2026-11-06
Cornerstone Planning, LLC
INCREASED
Shares9,960 from 2,880
Change+7,080 (+246%)
Value$3.3M (+$2.3M)
Filed 2026-10-27
Carl P. Sherr & Co., LLC
DECREASED
Shares9,747 from 10,011
Change-264 (-3%)
Value$3.0M (-$422.3K)
Filed 2026-11-06
Nvwm, LLC
INCREASED
Shares9,673 from 9,628
Change+45 (+0%)
Value$2.9M (-$314.8K)
Filed 2026-10-14
Bdf-Gestion
DECREASED
Shares9,641 from 10,864
Change-1,223 (-11%)
Value$2.9M (+$398.8K)
Filed 2026-10-19
Princeton Capital Management LLC
INCREASED
Shares9,620 from 9,558
Change+62 (+1%)
Value$2.9M (-$307.6K)
Filed 2026-10-27
Parkshore Wealth Management, Inc.
UNCHANGED
Shares9,585 from 9,585
Change0 (0%)
Value$2.9M (-$327.3K)
Filed 2026-10-13
Sawyer & Company, Inc
DECREASED
Shares9,572 from 9,682
Change-110 (-1%)
Value$2.9M (-$364.1K)
Filed 2026-10-21
Solitude Financial Services
INCREASED
Shares9,538 from 9,161
Change+377 (+4%)
Value$2.9M (-$198.2K)
Filed 2026-10-26
Gateway Investment Advisers LLC
INCREASED
Shares9,531 from 6,784
Change+2,747 (+40%)
Value$2.9M (+$603.7K)
Filed 2026-10-13
Mindset Wealth Management, LLC
INCREASED
Shares9,513 from 9,379
Change+134 (+1%)
Value$2.9M (-$279.4K)
Filed 2026-10-19
Midwest Trust Co
INCREASED
Shares9,500 from 7,833
Change+1,667 (+21%)
Value$2.9M (+$239.4K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
INCREASED
Shares9,458 from 9,425
Change+33 (+0%)
Value$2.9M (-$311.8K)
Filed 2026-11-06
MCF Advisors LLC
INCREASED
Shares9,432 from 9,249
Change+183 (+2%)
Value$2.9M (-$260.0K)
Filed 2026-10-28
Harbor Capital Advisors, Inc.
INCREASED
Shares9,290 from 9,251
Change+39 (+0%)
Value$2.8M (-$304.0K)
Filed 2026-10-22
Bell Asset Management Ltd
DECREASED
Shares9,289 from 11,316
Change-2,027 (-18%)
Value$2.8M (-$1.0M)
Filed 2026-10-08
Moody National Bank Trust Division
INCREASED
Shares9,225 from 7,897
Change+1,328 (+17%)
Value$2.8M (+$134.2K)
Filed 2026-10-06
Citizens National Bank Trust Department
DECREASED
Shares9,158 from 9,162
Change-4 (0%)
Value$2.8M (-$314.1K)
Filed 2026-11-04
Profund Advisors LLC
INCREASED
Shares9,153 from 8,597
Change+556 (+6%)
Value$2.8M (-$124.5K)
Filed 2026-10-29
WD Rutherford LLC
INCREASED
Shares9,141 from 8,559
Change+582 (+7%)
Value$2.8M (-$115.3K)
Filed 2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW
Shares9,134
Change+9,134
Value$2.8M
Filed 2026-10-15
Applied Capital LLC
INCREASED
Shares9,085 from 9,070
Change+15 (+0%)
Value$2.8M (-$305.2K)
Filed 2026-10-07
Provenance Wealth Advisors, LLC
INCREASED
Shares9,076 from 3,085
Change+5,991 (+194%)
Value$2.8M (+$1.7M)
Filed 2026-10-30
QV Investors Inc.
DECREASED
Shares9,070 from 9,220
Change-150 (-2%)
Value$2.8M (-$361.0K)
Filed 2026-10-20
Elyxium Wealth, LLC
DECREASED
Shares9,020 from 9,060
Change-40 (0%)
Value$2.7M (-$321.4K)
Filed 2026-10-27
Wesbanco Bank Inc
DECREASED
Shares8,970 from 10,127
Change-1,157 (-11%)
Value$2.7M (-$697.7K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares8,957 from 8,628
Change+329 (+4%)
Value$2.7M (-$194.6K)
Filed 2026-10-22
Uhlmann Price Securities, LLC
DECREASED
Shares8,931 from 8,938
Change-7 (0%)
Value$2.7M (-$307.4K)
Filed 2026-11-03
Peoples Financial Services Corp.
DECREASED
Shares8,925 from 9,102
Change-177 (-2%)
Value$2.7M (-$364.8K)
Filed 2026-10-20
GFG Capital, LLC
DECREASED
Shares8,924 from 9,039
Change-115 (-1%)
Value$2.7M (-$343.7K)
Filed 2026-10-16
Nations Financial Group Inc,
INCREASED
Shares8,823 from 8,741
Change+82 (+1%)
Value$2.7M (-$273.4K)
Filed 2026-11-05
Strata Wealth Advisors, LLC
DECREASED
Shares8,821 from 12,861
Change-4,040 (-31%)
Value$2.7M (-$1.7M)
Filed 2026-10-16
Focus Wealth Advisors, LLC
DECREASED
Shares8,815 from 8,952
Change-137 (-2%)
Value$2.7M (-$347.5K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares8,781 from 8,662
Change+119 (+1%)
Value$2.7M (-$259.4K)
Filed 2026-11-02
TD Private Client Wealth LLC
DECREASED
Shares8,777 from 9,323
Change-546 (-6%)
Value$2.7M (-$484.4K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares8,764 from 9,434
Change-670 (-7%)
Value$2.7M (-$525.8K)
Filed 2026-10-08
Investors Asset Management of Georgia Inc
DECREASED
Shares8,729 from 8,831
Change-102 (-1%)
Value$2.7M (-$332.5K)
Filed 2026-10-20
KWB Wealth
DECREASED
Shares8,691 from 8,863
Change-172 (-2%)
Value$2.6M (-$354.8K)
Filed 2026-10-16
Northern Financial Advisors Inc
UNCHANGED
Shares8,647 from 8,647
Change0 (0%)
Value$2.6M (-$295.3K)
Filed 2026-10-29
First Affirmative Financial Network
NEW
Shares8,638
Change+8,638
Value$2.6M
Filed 2026-10-21
Woodmont Investment Counsel LLC
INCREASED
Shares8,588 from 8,429
Change+159 (+2%)
Value$2.6M (-$239.6K)
Filed 2026-10-29
Lodestone Wealth Management LLC
DECREASED
Shares8,566 from 8,743
Change-177 (-2%)
Value$2.6M (-$352.4K)
Filed 2026-10-14
Gen-Wealth Partners Inc
INCREASED
Shares8,449 from 7,887
Change+562 (+7%)
Value$2.6M (-$98.3K)
Filed 2026-11-04
Bigelow Investment Advisors, LLC
DECREASED
Shares8,439 from 8,441
Change-2 (0%)
Value$2.6M (-$288.9K)
Filed 2026-10-13
BCV Asset Management Inc.
UNCHANGED
Shares8,380 from 8,380
Change0 (0%)
Value$2.6M (-$303.7K)
Filed 2026-11-06
Marble Harbor Investment Counsel, LLC
INCREASED
Shares8,359 from 8,346
Change+13 (+0%)
Value$2.5M (-$281.1K)
Filed 2026-11-06
Tealwood Asset Management Inc
DECREASED
Shares8,351 from 8,430
Change-79 (-1%)
Value$2.5M (-$311.0K)
Filed 2026-10-13
Hardy Reed LLC
INCREASED
Shares8,350 from 8,334
Change+16 (+0%)
Value$2.5M (-$279.7K)
Filed 2026-11-06
Eads & Heald Wealth Management
DECREASED
Shares8,323 from 8,367
Change-44 (-1%)
Value$2.5M (-$299.1K)
Filed 2026-10-29
Oppenheimer Asset Management Inc.
DECREASED
Shares8,312 from 15,377
Change-7,065 (-46%)
Value$2.5M (-$2.7M)
Filed 2026-10-27
Tilia Fiduciary Partners, Inc.
INCREASED
Shares8,282 from 7,932
Change+350 (+4%)
Value$2.5M (-$164.5K)
Filed 2026-10-09
Beaumont Financial Advisors, LLC
DECREASED
Shares8,252 from 8,274
Change-22 (0%)
Value$2.5M (-$289.2K)
Filed 2026-10-22
Baker Avenue Asset Management, LP
DECREASED
Shares8,214 from 8,409
Change-195 (-2%)
Value$2.5M (-$346.2K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
DECREASED
Shares8,190 from 8,775
Change-585 (-7%)
Value$2.5M (-$477.6K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares8,182 from 7,739
Change+443 (+6%)
Value$2.5M (-$129.7K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares8,167 from 8,178
Change-11 (0%)
Value$2.5M (-$282.6K)
Filed 2026-11-05
Bank of New Hampshire
DECREASED
Shares8,113 from 8,175
Change-62 (-1%)
Value$2.5M (-$298.0K)
Filed 2026-10-06
Axxion S.A.
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$2.5M (-$276.6K)
Filed 2026-10-22
Mather Group, Llc.
DECREASED
Shares8,090 from 8,167
Change-77 (-1%)
Value$2.5M (-$302.3K)
Filed 2026-10-14
Deane Retirement Strategies, Inc.
DECREASED
Shares8,059 from 8,075
Change-16 (0%)
Value$2.5M (-$281.0K)
Filed 2026-10-09
Buttonwood Financial Advisors Inc.
DECREASED
Shares8,044 from 8,084
Change-40 (0%)
Value$2.4M (-$288.3K)
Filed 2026-10-13
Fire Capital Management LLC
INCREASED
Shares8,027 from 7,937
Change+90 (+1%)
Value$2.4M (-$243.7K)
Filed 2026-10-27
Old National Bancorp
DECREASED
Shares7,965 from 8,552
Change-587 (-7%)
Value$2.4M (-$470.6K)
Filed 2026-10-20
Avestar Capital, LLC
INCREASED
Shares7,912 from 6,845
Change+1,067 (+16%)
Value$2.4M (+$90.6K)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
INCREASED
Shares7,909 from 6,583
Change+1,326 (+20%)
Value$2.4M (+$165.7K)
Filed 2026-10-22
Wilkins Investment Counsel Inc
DECREASED
Shares7,887 from 7,962
Change-75 (-1%)
Value$2.4M (-$294.7K)
Filed 2026-11-03
Vivid Wealth Management, LLC
DECREASED
Shares7,871 from 7,981
Change-110 (-1%)
Value$2.4M (-$306.2K)
Filed 2026-10-27
Wealth Advisory Solutions, LLC
UNCHANGED
Shares7,850 from 7,850
Change0 (0%)
Value$2.4M (-$268.1K)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED
Shares7,762 from 7,495
Change+267 (+4%)
Value$2.4M (-$174.8K)
Filed 2026-10-05
Bank of Stockton
DECREASED
Shares7,752 from 7,767
Change-15 (0%)
Value$2.4M (-$269.8K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
DECREASED
Shares7,742 from 7,782
Change-40 (-1%)
Value$2.4M (-$277.9K)
Filed 2026-10-26
Associated Banc-Corp
DECREASED
Shares7,691 from 7,807
Change-116 (-1%)
Value$2.3M (-$301.9K)
Filed 2026-10-30
Machina Capital S.A.S.
NEW
Shares7,683
Change+7,683
Value$2.3M
Filed 2026-11-05
ProVise Management Group, LLC
DECREASED
Shares7,683 from 8,300
Change-617 (-7%)
Value$2.3M (-$471.0K)
Filed 2026-11-06
Certuity, LLC
INCREASED
Shares7,665 from 6,392
Change+1,273 (+20%)
Value$2.3M (+$168.9K)
Filed 2026-11-02
BankPlus Trust Department
UNCHANGED
Shares7,629 from 7,629
Change0 (0%)
Value$2.3M (-$260.5K)
Filed 2026-11-06
Signet Investment Advisory Group, Inc.
INCREASED
Shares7,622 from 7,578
Change+44 (+1%)
Value$2.3M (-$245.4K)
Filed 2026-10-30
Hilltop National Bank
DECREASED
Shares7,622 from 7,644
Change-22 (0%)
Value$2.3M (-$267.7K)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares7,581 from 7,475
Change+106 (+1%)
Value$2.3M (-$223.0K)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
INCREASED
Shares7,570 from 7,522
Change+48 (+1%)
Value$2.3M (-$242.3K)
Filed 2026-11-02
Krilogy Financial LLC
INCREASED
Shares7,565 from 6,412
Change+1,153 (+18%)
Value$2.4M (+$187.7K)
Filed 2026-10-13
OFS Enterprise LLC
INCREASED
Shares7,558 from 7,548
Change+10 (+0%)
Value$2.3M (-$254.7K)
Filed 2026-10-16
Oak Harvest Investment Services
NEW
Shares7,456
Change+7,456
Value$2.3M
Filed 2026-10-20
Inlet Private Wealth, LLC
UNCHANGED
Shares7,435 from 7,435
Change0 (0%)
Value$2.3M (-$253.9K)
Filed 2026-10-21
BLB&B Advisors, LLC
DECREASED
Shares7,339 from 8,438
Change-1,099 (-13%)
Value$2.2M (-$622.6K)
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares7,314
Change+7,314
Value$2.2M
Filed 2026-11-04
Community Bank, N.A.
INCREASED
Shares7,313 from 6,348
Change+965 (+15%)
Value$2.2M (+$76.6K)
Filed 2026-11-06
Harold Davidson & Associates Inc.
INCREASED
Shares7,313 from 7,277
Change+36 (+0%)
Value$2.2M (-$237.5K)
Filed 2026-10-29
Veracity Capital LLC
INCREASED
Shares7,249 from 7,224
Change+25 (+0%)
Value$2.2M (-$239.1K)
Filed 2026-10-08
Grove Bank & Trust
INCREASED
Shares7,206 from 7,160
Change+46 (+1%)
Value$2.2M (-$230.5K)
Filed 2026-10-08
Lindsell Train Ltd
DECREASED
Shares7,200 from 7,600
Change-400 (-5%)
Value$2.2M (-$381.2K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares7,165 from 6,395
Change+770 (+12%)
Value$2.2M (+$64.6K)
Filed 2026-10-27
NTV Asset Management LLC
DECREASED
Shares7,160 from 7,575
Change-415 (-5%)
Value$2.2M (-$384.9K)
Filed 2026-10-23
Financial Security Advisor, Inc.
DECREASED
Shares7,085 from 7,488
Change-403 (-5%)
Value$2.2M (-$378.1K)
Filed 2026-11-03
Natural Investments, LLC
DECREASED
Shares7,071 from 8,506
Change-1,435 (-17%)
Value$2.2M (-$726.6K)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,067 from 6,511
Change+556 (+9%)
Value$2.1M (-$70.3K)
Filed 2026-10-13
Leonteq Securities AG
INCREASED
Shares7,059 from 1,595
Change+5,464 (+343%)
Value$2.1M (+$1.6M)
Filed 2026-10-29
Boltwood Capital Management
DECREASED
Shares7,040 from 7,070
Change-30 (0%)
Value$2.1M (-$250.6K)
Filed 2026-10-02
McAdam, LLC
INCREASED
Shares7,023 from 6,956
Change+67 (+1%)
Value$2.1M (-$217.1K)
Filed 2026-10-21
Premier Path Wealth Partners, LLC
INCREASED
Shares7,009 from 6,752
Change+257 (+4%)
Value$2.1M (-$152.4K)
Filed 2026-10-16
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares7,000 from 7,602
Change-602 (-8%)
Value$2.1M (-$442.7K)
Filed 2026-10-22
South Shore Capital Advisors
DECREASED
Shares6,989 from 7,027
Change-38 (-1%)
Value$2.1M (-$251.5K)
Filed 2026-10-20
Norden Group LLC
DECREASED
Shares6,979 from 7,072
Change-93 (-1%)
Value$2.1M (-$269.7K)
Filed 2026-10-20
Howard Capital Management Group, LLC
DECREASED
Shares6,976 from 8,126
Change-1,150 (-14%)
Value$2.1M (-$627.2K)
Filed 2026-10-16
NBZ Investment Advisors LLC
DECREASED
Shares6,955 from 7,350
Change-395 (-5%)
Value$2.1M (-$371.1K)
Filed 2026-10-30
Piedmont Capital Management, LLC
DECREASED
Shares6,840 from 6,882
Change-42 (-1%)
Value$2.1M (-$247.8K)
Filed 2026-10-21
Cadent Capital Advisors, LLC
INCREASED
Shares6,836 from 6,666
Change+170 (+3%)
Value$2.1M (-$176.0K)
Filed 2026-10-09
Sawgrass Asset Management LLC
DECREASED
Shares6,832 from 7,216
Change-384 (-5%)
Value$2.1M (-$363.2K)
Filed 2026-11-03
Rydar Equities, Inc.
INCREASED
Shares6,803 from 6,739
Change+64 (+1%)
Value$2.1M (-$319.8K)
Filed 2026-10-13
Mengis Capital Management, Inc.
DECREASED
Shares6,792 from 7,791
Change-999 (-13%)
Value$2.1M (-$570.0K)
Filed 2026-10-13
CenterBook Partners LP
INCREASED
Shares6,736 from 3,376
Change+3,360 (+100%)
Value$2.0M (+$906.5K)
Filed 2026-11-02
Eagle Capital Management, LLC
DECREASED
Shares6,713 from 6,745
Change-32 (0%)
Value$2.0M (-$240.0K)
Filed 2026-10-19
Beacon Financial Group
DECREASED
Shares6,605 from 6,827
Change-222 (-3%)
Value$2.0M (-$300.6K)
Filed 2026-10-19
Accurate Wealth Management, LLC
INCREASED
Shares6,555 from 5,987
Change+568 (+9%)
Value$2.0M (-$66.2K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares6,551 from 7,149
Change-598 (-8%)
Value$2.0M (-$426.0K)
Filed 2026-10-05
Sapient Capital LLC
DECREASED
Shares6,546 from 6,752
Change-206 (-3%)
Value$2.0M (-$293.2K)
Filed 2026-10-08
Raab & Moskowitz Asset Management LLC
DECREASED
Shares6,536 from 6,633
Change-97 (-1%)
Value$2.0M (-$256.0K)
Filed 2026-11-02
Cypress Wealth Services, LLC
INCREASED
Shares6,513 from 6,507
Change+6 (+0%)
Value$2.0M (-$217.6K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares6,509 from 6,847
Change-338 (-5%)
Value$2.0M (-$336.6K)
Filed 2026-10-20
LEE Danner & Bass Inc
UNCHANGED
Shares6,505 from 6,505
Change0 (0%)
Value$2.0M (-$222.1K)
Filed 2026-10-27
Angeles Wealth Management, LLC
INCREASED
Shares6,499 from 6,177
Change+322 (+5%)
Value$2.0M (-$113.0K)
Filed 2026-10-26
Lakeshore Capital Group, Inc.
INCREASED
Shares6,463 from 5,972
Change+491 (+8%)
Value$2.0M (-$54.5K)
Filed 2026-10-20
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares6,460 from 6,460
Change0 (0%)
Value$2.0M (-$221.0K)
Filed 2026-11-03
Center for Financial Planning, Inc.
UNCHANGED
Shares6,414 from 6,414
Change0 (0%)
Value$2.0M (-$219.0K)
Filed 2026-10-26
Parisi Gray Wealth Management
DECREASED
Shares6,399 from 6,405
Change-6 (0%)
Value$1.9M (-$220.4K)
Filed 2026-10-16
Simplicity Wealth,LLC
DECREASED
Shares6,366 from 37,462
Change-31,096 (-83%)
Value$1.9M (-$10.7M)
Filed 2026-10-23
Canopy Partners, LLC
INCREASED
Shares6,341 from 6,241
Change+100 (+2%)
Value$1.9M (-$182.7K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares6,306 from 6,254
Change+52 (+1%)
Value$1.9M (-$197.8K)
Filed 2026-10-19
Stablepoint Partners, LLC
INCREASED
Shares6,287 from 6,235
Change+52 (+1%)
Value$1.9M (-$197.1K)
Filed 2026-11-03
Canoe Financial LP
UNCHANGED
Shares6,282 from 6,282
Change0 (0%)
Value$1.9M (-$227.2K)
Filed 2026-10-21
Monte Financial Group, LLC
INCREASED
Shares6,275 from 6,274
Change+1 (+0%)
Value$1.9M (-$201.6K)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares6,256 from 6,317
Change-61 (-1%)
Value$1.9M (-$234.3K)
Filed 2026-10-26
Rose Capital Advisors LLC
INCREASED
Shares6,244 from 5,594
Change+650 (+12%)
Value$1.9M (+$6.8K)
Filed 2026-11-04
First National Trust Co
DECREASED
Shares6,224 from 6,414
Change-190 (-3%)
Value$1.9M (-$276.8K)
Filed 2026-10-28
Obermeyer Wealth Partners
DECREASED
Shares6,165 from 6,200
Change-35 (-1%)
Value$1.9M (-$222.2K)
Filed 2026-10-21
Weil Company, Inc.
INCREASED
Shares6,155 from 6,055
Change+100 (+2%)
Value$1.9M (-$176.4K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
DECREASED
Shares6,142 from 6,198
Change-56 (-1%)
Value$1.9M (-$228.5K)
Filed 2026-10-26
Globalt Investments LLC / GA
DECREASED
Shares6,140 from 6,362
Change-222 (-3%)
Value$1.9M (-$284.8K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
INCREASED
Shares6,099 from 1,128
Change+4,971 (+441%)
Value$1.9M (+$1.5M)
Filed 2026-10-29
Ignite Planners, LLC
INCREASED
Shares6,096 from 5,383
Change+713 (+13%)
Value$1.9M (+$43.4K)
Filed 2026-10-14
Excalibur Management Corp
DECREASED
Shares6,091 from 6,206
Change-115 (-2%)
Value$1.9M (-$246.9K)
Filed 2026-11-02
RMR Capital Management, LLC
DECREASED
Shares6,083 from 6,260
Change-177 (-3%)
Value$1.8M (-$267.6K)
Filed 2026-10-23
Piscataqua Savings Bank
DECREASED
Shares6,065 from 6,124
Change-59 (-1%)
Value$1.8M (-$227.1K)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares6,048 from 5,223
Change+825 (+16%)
Value$1.8M (+$72.5K)
Filed 2026-10-15
Citadel Investment Advisory, Inc.
INCREASED
Shares6,032 from 5,832
Change+200 (+3%)
Value$1.8M (-$139.0K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares5,995 from 3,369
Change+2,626 (+78%)
Value$1.8M (+$804.1K)
Filed 2026-10-13
Trust Asset Management LLC
UNCHANGED
Shares5,971 from 5,971
Change0 (0%)
Value$1.8M (-$203.9K)
Filed 2026-11-03
Hunter Associates Investment Management LLC
INCREASED
Shares5,964 from 4,822
Change+1,142 (+24%)
Value$1.8M (+$181.0K)
Filed 2026-10-26
3Chopt Investment Partners, LLC
INCREASED
Shares5,954 from 5,952
Change+2 (+0%)
Value$1.8M (-$202.7K)
Filed 2026-10-30
Hendley & Co Inc
INCREASED
Shares5,950 from 5,580
Change+370 (+7%)
Value$1.8M (-$78.0K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares5,948 from 5,944
Change+4 (+0%)
Value$1.8M (-$201.8K)
Filed 2026-10-20
Brian LOW Financial Group, LLC
INCREASED
Shares5,907 from 5,637
Change+270 (+5%)
Value$1.8M (-$110.4K)
Filed 2026-10-28
YHB Investment Advisors, Inc.
DECREASED
Shares5,855 from 6,067
Change-212 (-3%)
Value$1.8M (-$271.7K)
Filed 2026-10-08
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares5,847 from 5,846
Change+1 (+0%)
Value$1.8M (-$199.5K)
Filed 2026-11-03
Abundance Wealth Counselors
INCREASED
Shares5,803 from 5,404
Change+399 (+7%)
Value$1.8M (-$63.2K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$1.8M (-$197.6K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
INCREASED
Shares5,757 from 4,263
Change+1,494 (+35%)
Value$1.8M (+$308.8K)
Filed 2026-10-29
Heck Capital Advisors, LLC
NEW
Shares5,753
Change+5,753
Value$1.7M
Filed 2026-10-14
Bison Wealth, LLC
INCREASED
Shares5,748 from 4,858
Change+890 (+18%)
Value$1.8M (+$61.1K)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares5,727 from 4,557
Change+1,170 (+26%)
Value$1.7M (+$144.1K)
Filed 2026-11-02
Private Wealth Partners, LLC
DECREASED
Shares5,720 from 6,420
Change-700 (-11%)
Value$1.7M (-$432.1K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares5,715 from 7,600
Change-1,885 (-25%)
Value$1.7M (-$832.7K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
INCREASED
Shares5,714 from 5,712
Change+2 (+0%)
Value$1.7M (-$194.8K)
Filed 2026-10-22
Interchange Capital Partners, LLC
INCREASED
Shares5,711 from 5,662
Change+49 (+1%)
Value$1.7M (-$178.9K)
Filed 2026-10-28
Acropolis Investment Management, LLC
INCREASED
Shares5,688 from 5,522
Change+166 (+3%)
Value$1.7M (-$138.1K)
Filed 2026-10-08
Hager Investment Management Services, LLC
DECREASED
Shares5,670 from 5,953
Change-283 (-5%)
Value$1.7M (-$289.4K)
Filed 2026-11-04
KRS Capital Management, LLC
INCREASED
Shares5,660 from 5,623
Change+37 (+1%)
Value$1.7M (-$180.8K)
Filed 2026-10-16
Palisade Asset Management, LLC
DECREASED
Shares5,659 from 6,359
Change-700 (-11%)
Value$1.7M (-$430.0K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares5,654 from 5,286
Change+368 (+7%)
Value$1.7M (-$68.7K)
Filed 2026-10-30
Apella Capital, LLC
DECREASED
Shares5,651 from 5,742
Change-91 (-2%)
Value$1.7M (-$287.9K)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares5,648 from 5,635
Change+13 (+0%)
Value$1.7M (-$188.5K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares5,635 from 5,081
Change+554 (+11%)
Value$1.7M (-$5.1K)
Filed 2026-11-05
CV Advisors LLC
UNCHANGED
Shares5,635 from 5,635
Change0 (0%)
Value$1.7M (-$192.4K)
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares5,579 from 4,864
Change+715 (+15%)
Value$1.7M (+$51.3K)
Filed 2026-10-27
Olistico Wealth, LLC
DECREASED
Shares5,576 from 5,634
Change-58 (-1%)
Value$1.7M (-$210.2K)
Filed 2026-10-05
Beaumont Asset Management, L.L.C.
INCREASED
Shares5,547 from 5,527
Change+20 (+0%)
Value$1.7M (-$182.7K)
Filed 2026-10-16
Churchill Financial Advisors, LLC
INCREASED
Shares5,509 from 5,109
Change+400 (+8%)
Value$1.7M (-$52.8K)
Filed 2026-10-20
Cornerstone Planning Group LLC
INCREASED
Shares5,499 from 5,454
Change+45 (+1%)
Value$1.7M (-$207.5K)
Filed 2026-10-16
Legacy Edge Advisors, LLC
DECREASED
Shares5,491 from 5,791
Change-300 (-5%)
Value$1.7M (-$289.0K)
Filed 2026-11-06
TCI Wealth Advisors, Inc.
INCREASED
Shares5,480 from 5,287
Change+193 (+4%)
Value$1.7M (-$121.9K)
Filed 2026-10-30
Alpine Bank Wealth Management
UNCHANGED
Shares5,445 from 5,445
Change0 (0%)
Value$1.7M (-$185.9K)
Filed 2026-10-16
Woodstock Corp
INCREASED
Shares5,425 from 4,356
Change+1,069 (+25%)
Value$1.6M (+$176.3K)
Filed 2026-10-13
Paragon Private Wealth Management, LLC
DECREASED
Shares5,343 from 6,111
Change-768 (-13%)
Value$1.6M (-$442.3K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares5,304 from 4,748
Change+556 (+12%)
Value$1.6M (+$6.7K)
Filed 2026-10-21
Everett Harris & Co
DECREASED
Shares5,279 from 6,046
Change-767 (-13%)
Value$1.6M (-$439.7K)
Filed 2026-10-28
Milestone Asset Management, LLC
INCREASED
Shares5,257 from 4,889
Change+368 (+8%)
Value$1.6M (-$55.0K)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares5,252 from 5,249
Change+3 (+0%)
Value$1.6M (-$178.3K)
Filed 2026-11-05
Wolverine Asset Management LLC
INCREASED
Shares5,228 from 752
Change+4,476 (+595%)
Value$1.6M (+$1.3M)
Filed 2026-11-02
Beacon Bank & Trust
DECREASED
Shares5,221 from 6,761
Change-1,540 (-23%)
Value$1.6M (-$699.2K)
Filed 2026-10-27
Net Worth Advisory Group
DECREASED
Shares5,220 from 5,316
Change-96 (-2%)
Value$1.6M (-$221.4K)
Filed 2026-10-20
Garde Capital, Inc.
INCREASED
Shares5,218 from 5,179
Change+39 (+1%)
Value$1.6M (-$165.0K)
Filed 2026-10-29
Taylor Frigon Capital Management LLC
DECREASED
Shares5,203 from 5,204
Change-1 (0%)
Value$1.6M (-$178.0K)
Filed 2026-10-23
Aaron Wealth Advisors LLC
DECREASED
Shares5,187 from 7,192
Change-2,005 (-28%)
Value$1.6M (-$855.3K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
DECREASED
Shares5,187 from 5,817
Change-630 (-11%)
Value$1.6M (-$390.6K)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares5,177 from 4,713
Change+464 (+10%)
Value$1.6M (-$19.8K)
Filed 2026-10-20
Strategic Advisors LLC
INCREASED
Shares5,177 from 5,162
Change+15 (+0%)
Value$1.6M (-$171.8K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
UNCHANGED
Shares5,140 from 5,140
Change0 (0%)
Value$1.6M (-$175.5K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares5,138 from 4,534
Change+604 (+13%)
Value$1.6M (+$28.8K)
Filed 2026-10-29
Sterling Wealth Management, Inc.
UNCHANGED
Shares5,134 from 5,134
Change0 (0%)
Value$1.6M (-$175.3K)
Filed 2026-10-23
MeadowBrook Investment Advisors LLC
DECREASED
Shares5,111 from 5,146
Change-35 (-1%)
Value$1.7M (-$78.7K)
Filed 2026-10-29
RED Cedar Investment Management, LLC
UNCHANGED
Shares5,108 from 5,108
Change0 (0%)
Value$1.6M (-$174.4K)
Filed 2026-11-04
Doliver Advisors, LP
DECREASED
Shares5,104 from 5,214
Change-110 (-2%)
Value$1.6M (-$211.5K)
Filed 2026-10-01
S.A. Mason LLC
DECREASED
Shares5,104 from 5,119
Change-15 (0%)
Value$1.6M (-$179.1K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares5,085 from 4,859
Change+226 (+5%)
Value$1.5M (-$97.0K)
Filed 2026-10-21
Lyell Wealth Management, LP
INCREASED
Shares5,079 from 4,977
Change+102 (+2%)
Value$1.5M (-$138.9K)
Filed 2026-10-30
Bradyco, Inc.
UNCHANGED
Shares5,074 from 5,074
Change0 (0%)
Value$1.5M (-$173.3K)
Filed 2026-11-03
Mattern Capital Management, LLC
INCREASED
Shares5,063 from 4,491
Change+572 (+13%)
Value$1.5M (+$20.6K)
Filed 2026-11-02
Whelan Financial
INCREASED
Shares5,060 from 4,728
Change+332 (+7%)
Value$1.5M (-$60.5K)
Filed 2026-10-28
Applied Finance Capital Management, LLC
NEW
Shares5,027
Change+5,027
Value$1.5M
Filed 2026-11-03
Spirit of America Management Corp
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.5M (-$170.8K)
Filed 2026-10-14
Pecaut & Co.
DECREASED
Shares4,995 from 5,015
Change-20 (0%)
Value$1.5M (-$177.3K)
Filed 2026-10-27
Summit Place Financial Advisors, LLC
INCREASED
Shares4,959 from 675
Change+4,284 (+635%)
Value$1.5M (+$1.3M)
Filed 2026-10-23
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,957 from 5,512
Change-555 (-10%)
Value$1.5M (-$356.8K)
Filed 2026-10-28
Cane Capital Partners, LLC
INCREASED
Shares4,951 from 4,283
Change+668 (+16%)
Value$1.5M (+$56.9K)
Filed 2026-10-23
Cigna Investments Inc
INCREASED
Shares4,951 from 4,949
Change+2 (+0%)
Value$1.5M (-$169.0K)
Filed 2026-10-19
Busey Bank
DECREASED
Shares4,943 from 5,515
Change-572 (-10%)
Value$1.5M (-$362.3K)
Filed 2026-10-26
Trust Point Inc.
NEW
Shares4,937
Change+4,937
Value$1.5M
Filed 2026-10-27
Everhart Financial Group, Inc.
DECREASED
Shares4,935 from 5,208
Change-273 (-5%)
Value$1.5M (-$260.9K)
Filed 2026-10-08
Realta Investment Advisors
INCREASED
Shares4,928 from 4,594
Change+334 (+7%)
Value$1.5M (-$55.3K)
Filed 2026-10-14
William Allan Corp
DECREASED
Shares4,908 from 5,057
Change-149 (-3%)
Value$1.5M (-$218.2K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares4,908 from 4,887
Change+21 (+0%)
Value$1.5M (-$160.8K)
Filed 2026-10-26
Altfest L J & Co Inc
DECREASED
Shares4,898 from 5,003
Change-105 (-2%)
Value$1.5M (-$202.8K)
Filed 2026-10-27
Investment Research Partners LLC
INCREASED
Shares4,897 from 4,778
Change+119 (+2%)
Value$1.5M (-$126.9K)
Filed 2026-10-19
CWA Asset Management Group, LLC
DECREASED
Shares4,869 from 4,992
Change-123 (-2%)
Value$1.5M (-$208.0K)
Filed 2026-10-19
IronOak Wealth Llc.
NEW
Shares4,861
Change+4,861
Value$1.5M
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares4,853 from 4,748
Change+105 (+2%)
Value$1.5M (-$130.0K)
Filed 2026-10-14
Hohimer Wealth Management, LLC
INCREASED
Shares4,842 from 4,694
Change+148 (+3%)
Value$1.5M (-$115.3K)
Filed 2026-11-04
Proathlete Wealth Management LLC
INCREASED
Shares4,832 from 4,658
Change+174 (+4%)
Value$1.5M (-$106.3K)
Filed 2026-10-15
Argentarii, LLC
UNCHANGED
Shares4,824 from 4,824
Change0 (0%)
Value$1.5M (-$177.1K)
Filed 2026-10-28
Souders Financial Advisors
INCREASED
Shares4,810 from 4,803
Change+7 (+0%)
Value$1.5M (-$161.8K)
Filed 2026-11-03
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares4,797 from 7,546
Change-2,749 (-36%)
Value$1.5M (-$1.1M)
Filed 2026-11-06
Lazari Capital Management, Inc.
DECREASED
Shares4,790 from 4,814
Change-24 (0%)
Value$1.5M (-$171.7K)
Filed 2026-10-20
L. Roy Papp & Associates, LLP
UNCHANGED
Shares4,779 from 4,779
Change0 (0%)
Value$1.5M (-$163.2K)
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED
Shares4,769 from 5,128
Change-359 (-7%)
Value$1.5M (-$284.2K)
Filed 2026-10-13
Soltis Investment Advisors LLC
INCREASED
Shares4,755 from 4,008
Change+747 (+19%)
Value$1.4M (+$90.3K)
Filed 2026-10-28
Accredited Investors Inc.
INCREASED
Shares4,683 from 4,673
Change+10 (+0%)
Value$1.4M (-$156.6K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED
Shares4,662 from 4,660
Change+2 (+0%)
Value$1.4M (-$158.3K)
Filed 2026-10-30
Pathway Financial Advisers, LLC
INCREASED
Shares4,659 from 4,278
Change+381 (+9%)
Value$1.4M (-$30.1K)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares4,657 from 4,659
Change-2 (0%)
Value$1.4M (-$159.7K)
Filed 2026-10-21
Patten & Patten Inc
DECREASED
Shares4,637 from 4,644
Change-7 (0%)
Value$1.4M (-$160.7K)
Filed 2026-10-26
Pflug Koory, LLC
UNCHANGED
Shares4,636 from 4,636
Change0 (0%)
Value$1.4M (-$158.3K)
Filed 2026-10-26
Twelve Points Wealth Management LLC
UNCHANGED
Shares4,597 from 4,597
Change0 (0%)
Value$1.5M (-$88.0K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares4,590 from 5,117
Change-527 (-10%)
Value$1.4M (-$334.9K)
Filed 2026-11-04
Blodgett Wealth Advisors, LLC
DECREASED
Shares4,544 from 5,044
Change-500 (-10%)
Value$1.4M (-$324.3K)
Filed 2026-10-23
Riverbend Wealth Management, LLC
INCREASED
Shares4,534 from 4,500
Change+34 (+1%)
Value$1.4M (-$143.5K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
DECREASED
Shares4,507 from 4,546
Change-39 (-1%)
Value$1.4M (-$167.3K)
Filed 2026-10-19
Levin Capital Strategies, L.P.
INCREASED
Shares4,495 from 4,475
Change+20 (+0%)
Value$1.4M (-$146.6K)
Filed 2026-11-02
Guardian Investment Management
UNCHANGED
Shares4,492 from 4,492
Change0 (0%)
Value$1.4M (-$153.4K)
Filed 2026-10-23
Cambridge Financial Group, LLC
UNCHANGED
Shares4,461 from 4,461
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-06
Manchester Capital Management LLC
INCREASED
Shares4,459 from 4,406
Change+53 (+1%)
Value$1.4M (-$134.3K)
Filed 2026-10-22
Tufton Capital Management
UNCHANGED
Shares4,445 from 4,445
Change0 (0%)
Value$1.4M (-$152.0K)
Filed 2026-10-20
Tompkins Financial Corp
DECREASED
Shares4,442 from 4,969
Change-527 (-11%)
Value$1.4M (-$330.0K)
Filed 2026-10-05
Legacy Advisors, LLC
DECREASED
Shares4,438 from 6,024
Change-1,586 (-26%)
Value$1.3M (-$688.1K)
Filed 2026-10-19
Linden Thomas Advisory Services, LLC
INCREASED
Shares4,412 from 3,962
Change+450 (+11%)
Value$1.3M (+$1.5K)
Filed 2026-10-19
Wellington Grp LLC
INCREASED
Shares4,392 from 2,950
Change+1,442 (+49%)
Value$1.3M (+$337.8K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
INCREASED
Shares4,391 from 4,072
Change+319 (+8%)
Value$1.3M (+$41.0K)
Filed 2026-10-26
Leisure Capital Management
DECREASED
Shares4,349 from 4,655
Change-306 (-7%)
Value$1.3M (-$252.0K)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares4,347 from 4,342
Change+5 (+0%)
Value$1.3M (-$146.8K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
INCREASED
Shares4,331 from 4,250
Change+81 (+2%)
Value$1.3M (-$120.4K)
Filed 2026-11-06
Aspire Private Capital, LLC
DECREASED
Shares4,328 from 4,339
Change-11 (0%)
Value$1.3M (-$151.5K)
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED
Shares4,327 from 4,328
Change-1 (0%)
Value$1.3M (-$148.0K)
Filed 2026-10-30
Sentry LLC
DECREASED
Shares4,319 from 4,498
Change-179 (-4%)
Value$1.3M (-$208.0K)
Filed 2026-10-30
Mystic Asset Management, Inc.
DECREASED
Shares4,315 from 4,403
Change-88 (-2%)
Value$1.3M (-$177.1K)
Filed 2026-10-15
Old Mission Investment Co LLC
DECREASED
Shares4,302 from 4,364
Change-62 (-1%)
Value$1.3M (-$167.9K)
Filed 2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$1.3M (-$146.8K)
Filed 2026-11-06
Triad Investment Management
UNCHANGED
Shares4,296 from 4,296
Change0 (0%)
Value$1.3M (-$146.7K)
Filed 2026-10-13
Cordatus Wealth Management LLC
DECREASED
Shares4,294 from 4,312
Change-18 (0%)
Value$1.3M (-$152.7K)
Filed 2026-10-19
Revisor Wealth Management LLC
INCREASED
Shares4,274 from 4,209
Change+65 (+2%)
Value$1.3M (-$81.6K)
Filed 2026-10-20
Salem Investment Counselors Inc
UNCHANGED
Shares4,263 from 4,263
Change0 (0%)
Value$1.3M (-$145.6K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares4,250 from 9,337
Change-5,087 (-54%)
Value$1.3M (-$1.9M)
Filed 2026-10-27
IFG Advisors, LLC
UNCHANGED
Shares4,249 from 4,249
Change0 (0%)
Value$1.3M (-$145.1K)
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares4,247 from 4,020
Change+227 (+6%)
Value$1.3M (-$68.2K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,242 from 3,876
Change+366 (+9%)
Value$1.3M (-$21.1K)
Filed 2026-10-23
Portus Wealth Advisors, LLC
INCREASED
Shares4,206 from 4,109
Change+97 (+2%)
Value$1.3M (-$110.8K)
Filed 2026-10-13
Atlas Brown,Inc.
UNCHANGED
Shares4,199 from 4,199
Change0 (0%)
Value$1.3M (-$143.4K)
Filed 2026-10-09
Indivisible Partners
INCREASED
Shares4,184 from 2,584
Change+1,600 (+62%)
Value$1.3M (+$398.3K)
Filed 2026-10-26
Beverly Hills Private Wealth, LLC
INCREASED
Shares4,176 from 3,495
Change+681 (+19%)
Value$1.3M (+$88.0K)
Filed 2026-11-04
Diligent Investors, LLC
DECREASED
Shares4,154 from 4,248
Change-94 (-2%)
Value$1.3M (-$173.7K)
Filed 2026-10-21
Nfsg Corp
INCREASED
Shares4,152 from 3,891
Change+261 (+7%)
Value$1.3M (-$53.3K)
Filed 2026-10-15
Amarillo National Bank
DECREASED
Shares4,144 from 4,267
Change-123 (-3%)
Value$1.3M (-$183.1K)
Filed 2026-10-23
Evermay Wealth Management LLC
DECREASED
Shares4,131 from 4,340
Change-209 (-5%)
Value$1.3M (-$211.9K)
Filed 2026-11-05
71 West Capital Partners
DECREASED
Shares4,130 from 4,674
Change-544 (-12%)
Value$1.3M (-$325.0K)
Filed 2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED
Shares4,117 from 4,099
Change+18 (+0%)
Value$1.3M (-$134.5K)
Filed 2026-10-14
Tred Avon Family Wealth, LLC
INCREASED
Shares4,106 from 3,818
Change+288 (+8%)
Value$1.2M (-$42.8K)
Filed 2026-10-20
Culbertson A N & Co Inc
INCREASED
Shares4,093 from 3,922
Change+171 (+4%)
Value$1.2M (-$81.9K)
Filed 2026-10-21
Portfolio Design Labs, LLC
INCREASED
Shares4,086 from 4,052
Change+34 (+1%)
Value$1.2M (-$128.0K)
Filed 2026-11-04
Aspen Investment Management Inc
DECREASED
Shares4,082 from 4,329
Change-247 (-6%)
Value$1.2M (-$223.0K)
Filed 2026-11-05
Family Capital Management, Inc.
DECREASED
Shares4,074 from 4,144
Change-70 (-2%)
Value$1.2M (-$162.9K)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
DECREASED
Shares4,071 from 4,120
Change-49 (-1%)
Value$1.2M (-$155.6K)
Filed 2026-10-23
Marathon Wealth Advisors LLC
DECREASED
Shares4,065 from 4,123
Change-58 (-1%)
Value$1.2M (-$158.3K)
Filed 2026-11-04
Csenge Advisory Group
DECREASED
Shares4,029 from 4,077
Change-48 (-1%)
Value$1.2M (-$154.0K)
Filed 2026-11-04
Oakworth Capital, Inc.
DECREASED
Shares4,027 from 4,038
Change-11 (0%)
Value$1.2M (-$148.8K)
Filed 2026-10-26
Promethium Advisors,llc
INCREASED
Shares4,026 from 3,973
Change+53 (+1%)
Value$1.2M (-$119.6K)
Filed 2026-10-19
Schear Investment Advisers, LLC
DECREASED
Shares4,005 from 4,950
Change-945 (-19%)
Value$1.2M (-$456.5K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,005 from 3,629
Change+376 (+10%)
Value$1.2M (-$9.8K)
Filed 2026-10-14
Connective Portfolio Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.2M (-$136.6K)
Filed 2026-10-22
Evanson Financial, LLC
UNCHANGED
Shares3,991 from 3,991
Change0 (0%)
Value$1.2M (-$136.3K)
Filed 2026-10-23
Physicians Financial Services, Inc.
INCREASED
Shares3,990 from 3,965
Change+25 (+1%)
Value$1.2M (-$128.0K)
Filed 2026-11-04
Financial Management Network Inc
DECREASED
Shares3,970 from 4,316
Change-346 (-8%)
Value$1.2M (-$331.6K)
Filed 2026-10-09
Burford Brothers, Inc.
DECREASED
Shares3,970 from 3,973
Change-3 (0%)
Value$1.2M (-$136.6K)
Filed 2026-10-21
Allegheny Financial Group
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$1.2M (-$135.1K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,943 from 2,865
Change+1,078 (+38%)
Value$1.2M (+$229.9K)
Filed 2026-10-08
Northcape Wealth Management, LLC
DECREASED
Shares3,924 from 5,527
Change-1,603 (-29%)
Value$1.2M (-$676.2K)
Filed 2026-11-04
Sage Rhino Capital LLC
INCREASED
Shares3,922 from 3,749
Change+173 (+5%)
Value$1.2M (-$75.4K)
Filed 2026-10-28
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares3,890 from 3,890
Change0 (0%)
Value$1.2M (-$132.8K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares3,889 from 3,940
Change-51 (-1%)
Value$1.2M (-$150.1K)
Filed 2026-10-19
Hanson & Doremus Investment Management
DECREASED
Shares3,883 from 3,931
Change-48 (-1%)
Value$1.2M (-$149.0K)
Filed 2026-10-16
Davidson Capital Management Inc.
INCREASED
Shares3,882 from 3,741
Change+141 (+4%)
Value$1.2M (-$84.9K)
Filed 2026-10-15
MTM Investment Management, LLC
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$1.2M (-$132.5K)
Filed 2026-10-30
Gratus Wealth Advisors, LLC
DECREASED
Shares3,863 from 3,902
Change-39 (-1%)
Value$1.2M (-$145.1K)
Filed 2026-10-26
Facet Wealth, Inc.
INCREASED
Shares3,861 from 3,528
Change+333 (+9%)
Value$1.2M (-$19.2K)
Filed 2026-11-04
Parrish Capital LLC
DECREASED
Shares3,861 from 4,167
Change-306 (-7%)
Value$1.2M (-$235.4K)
Filed 2026-10-01
Shelton Wealth Management, LLC
INCREASED
Shares3,844 from 3,785
Change+59 (+2%)
Value$1.2M (-$111.2K)
Filed 2026-10-16
Alhambra Investment Management LLC
DECREASED
Shares3,830 from 3,839
Change-9 (0%)
Value$1.2M (-$133.8K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares3,789 from 3,780
Change+9 (+0%)
Value$1.2M (-$126.4K)
Filed 2026-11-02
Alta Advisers Ltd
INCREASED
Shares3,772 from 2,102
Change+1,670 (+79%)
Value$1.1M (+$436.1K)
Filed 2026-11-02
Blue Trust, Inc.
INCREASED
Shares3,756 from 3,747
Change+9 (+0%)
Value$1.1M (-$125.4K)
Filed 2026-10-15
Centerpoint Advisors, LLC
INCREASED
Shares3,752 from 3,751
Change+1 (+0%)
Value$1.1M (-$128.0K)
Filed 2026-11-05
InvesTrust
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$1.1M (-$128.1K)
Filed 2026-10-14
Orrstown Financial Services Inc
DECREASED
Shares3,736 from 3,859
Change-123 (-3%)
Value$1.1M (-$169.2K)
Filed 2026-10-14
Aprio Wealth Management, LLC
DECREASED
Shares3,722 from 3,799
Change-77 (-2%)
Value$1.1M (-$153.1K)
Filed 2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares3,715 from 2,846
Change+869 (+31%)
Value$1.1M (+$166.8K)
Filed 2026-10-29
Reynders McVeigh Capital Management, LLC
DECREASED
Shares3,710 from 3,711
Change-1 (0%)
Value$1.1M (-$126.7K)
Filed 2026-10-30
Winebrenner Capital Management LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$1.1M (-$126.4K)
Filed 2026-10-07
Stableford Capital II LLC
NEW
Shares3,693
Change+3,693
Value$1.1M
Filed 2026-10-09
Xcel Wealth Management, LLC
DECREASED
Shares3,693 from 4,948
Change-1,255 (-25%)
Value$1.1M (-$550.6K)
Filed 2026-10-26
Howard Capital Management, LLC
DECREASED
Shares3,689 from 3,729
Change-40 (-1%)
Value$1.1M (-$139.5K)
Filed 2026-10-16
Duncker Streett & Co Inc
UNCHANGED
Shares3,686 from 3,686
Change0 (0%)
Value$1.1M (-$125.9K)
Filed 2026-10-27
Clayton Financial Group LLC
UNCHANGED
Shares3,683 from 3,683
Change0 (0%)
Value$1.1M (-$125.8K)
Filed 2026-10-13
Saybrook Capital
INCREASED
Shares3,675 from 3,600
Change+75 (+2%)
Value$1.1M (-$100.1K)
Filed 2026-10-27
Advisor OS, LLC
INCREASED
Shares3,666 from 3,399
Change+267 (+8%)
Value$1.1M (-$34.8K)
Filed 2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares3,662 from 3,662
Change0 (0%)
Value$1.1M (-$125.1K)
Filed 2026-10-30
United Asset Strategies, Inc.
DECREASED
Shares3,659 from 3,695
Change-36 (-1%)
Value$1.1M (-$137.1K)
Filed 2026-10-28
Kennedy Investment Group, Inc.
INCREASED
Shares3,658 from 3,130
Change+528 (+17%)
Value$1.1M (+$53.6K)
Filed 2026-10-21
Embree Financial Group
DECREASED
Shares3,634 from 3,731
Change-97 (-3%)
Value$1.1M (-$157.0K)
Filed 2026-10-22
Bell Bank
DECREASED
Shares3,625 from 3,648
Change-23 (-1%)
Value$1.1M (-$131.6K)
Filed 2026-10-21
Verity & Verity, LLC
DECREASED
Shares3,605 from 3,651
Change-46 (-1%)
Value$1.1M (-$138.7K)
Filed 2026-10-23
Balefire, LLC
INCREASED
Shares3,585 from 2,261
Change+1,324 (+59%)
Value$1.1M (+$325.3K)
Filed 2026-10-09
Verus Capital Partners, LLC
DECREASED
Shares3,543 from 3,555
Change-12 (0%)
Value$1.1M (-$125.2K)
Filed 2026-11-03
Childress Capital Advisors, LLC
INCREASED
Shares3,540 from 3,010
Change+530 (+18%)
Value$1.1M (+$58.4K)
Filed 2026-10-28
Delphi Management Inc
DECREASED
Shares3,536 from 3,600
Change-64 (-2%)
Value$1.1M (-$143.0K)
Filed 2026-11-05
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares3,526 from 4,164
Change-638 (-15%)
Value$1.1M (-$336.2K)
Filed 2026-10-14
Novem Group
INCREASED
Shares3,516 from 3,414
Change+102 (+3%)
Value$1.1M (-$85.2K)
Filed 2026-10-19
Rhodes Investment Advisors Inc
INCREASED
Shares3,507 from 3,486
Change+21 (+1%)
Value$1.1M (-$112.7K)
Filed 2026-10-07
Quantum Financial Advisors, LLC
INCREASED
Shares3,502 from 3,422
Change+80 (+2%)
Value$1.1M (-$92.5K)
Filed 2026-11-03
Bullseye Investment Management, LLC
INCREASED
Shares3,482 from 3,373
Change+109 (+3%)
Value$1.1M (-$82.0K)
Filed 2026-10-29
S-Bank Fund Management Ltd
INCREASED
Shares3,477 from 3,308
Change+169 (+5%)
Value$1.1M (-$61.6K)
Filed 2026-11-06
Moneco Advisors, LLC
INCREASED
Shares3,466 from 3,391
Change+75 (+2%)
Value$1.1M (-$92.8K)
Filed 2026-11-05
Defined Wealth Management, LLC
DECREASED
Shares3,454 from 3,457
Change-3 (0%)
Value$1.1M (-$119.0K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares3,451 from 3,451
Change0 (0%)
Value$1.0M (-$118.2K)
Filed 2026-10-13
Alchemi Wealth, LLC
INCREASED
Shares3,438 from 3,411
Change+27 (+1%)
Value$1.0M (-$108.2K)
Filed 2026-11-04
LVW Advisors, LLC
DECREASED
Shares3,427 from 4,246
Change-819 (-19%)
Value$1.0M (-$394.1K)
Filed 2026-10-19
Ervin Investment Management, LLC
DECREASED
Shares3,424 from 3,488
Change-64 (-2%)
Value$1.0M (-$138.6K)
Filed 2026-10-23
Great Diamond Partners, LLC
DECREASED
Shares3,420 from 3,713
Change-293 (-8%)
Value$1.0M (-$215.9K)
Filed 2026-10-13
Argus Investors' Counsel, Inc.
DECREASED
Shares3,413 from 3,466
Change-53 (-2%)
Value$1.0M (-$134.5K)
Filed 2026-10-09
Bahl & Gaynor LLC
UNCHANGED
Shares3,408 from 3,408
Change0 (0%)
Value$1.0M (-$116.4K)
Filed 2026-11-05
Lecap Asset Management LTD
NEW
Shares3,382
Change+3,382
Value$1.0M
Filed 2026-10-27
Sigma Investment Counselors Inc
INCREASED
Shares3,376 from 2,616
Change+760 (+29%)
Value$1.0M (+$141.8K)
Filed 2026-10-27
Odyssey Capital Advisors, Inc.
DECREASED
Shares3,376 from 3,559
Change-183 (-5%)
Value$1.0M (-$177.2K)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
DECREASED
Shares3,368 from 3,389
Change-21 (-1%)
Value$1.0M (-$122.1K)
Filed 2026-11-02
Washington Trust Co
DECREASED
Shares3,368 from 3,375
Change-7 (0%)
Value$1.0M (-$117.3K)
Filed 2026-10-22
Richwood Investment Advisors, LLC
INCREASED
Shares3,334 from 3,275
Change+59 (+2%)
Value$1.0M (-$93.6K)
Filed 2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares3,333 from 3,414
Change-81 (-2%)
Value$1.0M (-$141.2K)
Filed 2026-11-02
R Squared Ltd
NEW
Shares3,317
Change+3,317
Value$1.0M
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares3,315 from 3,251
Change+64 (+2%)
Value$1.0M (-$91.8K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares3,287
Change+3,287
Value$1.1K
Filed 2026-11-03
Catalyst Financial Partners LLC
DECREASED
Shares3,261 from 3,357
Change-96 (-3%)
Value$991.7K (-$143.8K)
Filed 2026-11-06
Platform Technology Partners
INCREASED
Shares3,256 from 3,194
Change+62 (+2%)
Value$990.3K (-$90.2K)
Filed 2026-11-02
Sanders Morris Harris LLC
NEW
Shares3,246
Change+3,246
Value$987.5K
Filed 2026-10-14
Weaver Capital Management LLC
DECREASED
Shares3,237 from 3,437
Change-200 (-6%)
Value$984.4K (-$55.2K)
Filed 2026-10-15
Cypress Capital Group
DECREASED
Shares3,147 from 3,814
Change-667 (-17%)
Value$957.0K (-$333.1K)
Filed 2026-11-03
Marino, Stram & Associates LLC
INCREASED
Shares3,137 from 2,637
Change+500 (+19%)
Value$954.1K (+$62.2K)
Filed 2026-10-22
Summit Global Investments
INCREASED
Shares3,136 from 1,775
Change+1,361 (+77%)
Value$954.0K (+$353.0K)
Filed 2026-10-28
SVB Wealth LLC
DECREASED
Shares3,132 from 4,466
Change-1,334 (-30%)
Value$952.3K (-$558.2K)
Filed 2026-11-06
Delta Financial Advisors LLC
INCREASED
Shares3,130 from 2,870
Change+260 (+9%)
Value$952.0K (-$19.0K)
Filed 2026-10-27
WBH Advisory Inc
DECREASED
Shares3,116 from 3,230
Change-114 (-4%)
Value$947.6K (-$145.0K)
Filed 2026-11-05
Oak Asset Management, LLC
UNCHANGED
Shares3,109 from 3,109
Change0 (0%)
Value$945.4K (-$106.2K)
Filed 2026-10-13
Rockland Trust Co
DECREASED
Shares3,102 from 4,488
Change-1,386 (-31%)
Value$943.3K (-$574.7K)
Filed 2026-10-05
MQS Management LLC
INCREASED
Shares3,090 from 624
Change+2,466 (+395%)
Value$939.7K (+$728.6K)
Filed 2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED
Shares3,088 from 3,027
Change+61 (+2%)
Value$939.1K (-$84.8K)
Filed 2026-10-05
Cidel Asset Management Inc
DECREASED
Shares3,086 from 3,987
Change-901 (-23%)
Value$938.5K (-$410.2K)
Filed 2026-10-29
Trueblood Wealth Management, LLC
DECREASED
Shares3,084 from 3,941
Change-857 (-22%)
Value$937.8K (-$395.2K)
Filed 2026-10-23
Clean Yield Group
UNCHANGED
Shares3,079 from 3,079
Change0 (0%)
Value$936.3K (-$105.1K)
Filed 2026-10-28
Tanager Wealth Management LLP
INCREASED
Shares3,063 from 3,061
Change+2 (+0%)
Value$931.4K (-$103.9K)
Filed 2026-10-19
Byrne Asset Management LLC
DECREASED
Shares3,062 from 3,075
Change-13 (0%)
Value$925.0K (-$115.1K)
Filed 2026-10-06
Capital Investment Advisory Services, LLC
DECREASED
Shares3,047 from 3,059
Change-12 (0%)
Value$926.6K (-$107.9K)
Filed 2026-10-30
Phoenix Wealth Advisors
DECREASED
Shares3,033 from 3,059
Change-26 (-1%)
Value$922.2K (-$112.4K)
Filed 2026-11-03
Gradient Investments LLC
INCREASED
Shares3,028 from 2,580
Change+448 (+17%)
Value$920.8K (+$48.1K)
Filed 2026-10-08
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares3,021 from 999
Change+2,022 (+202%)
Value$918.7K (+$580.8K)
Filed 2026-10-22
Equity Investment Corp
DECREASED
Shares3,014 from 3,495
Change-481 (-14%)
Value$916.6K (-$265.5K)
Filed 2026-11-04
Ridgewood Investments LLC
INCREASED
Shares3,002 from 2,647
Change+355 (+13%)
Value$912.9K (+$17.6K)
Filed 2026-10-05
Compass Capital Management, Inc
NEW
Shares3,000
Change+3,000
Value$912.3K
Filed 2026-11-06
Bank Pictet & Cie (Europe) AG
INCREASED
Shares3,000 from 2,141
Change+859 (+40%)
Value$912.3K (+$188.1K)
Filed 2026-10-20
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares2,967 from 3,962
Change-995 (-25%)
Value$902.3K (-$437.9K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares2,964 from 3,250
Change-286 (-9%)
Value$901.3K (-$198.1K)
Filed 2026-11-04
Global Assets Advisory, LLC
INCREASED
Shares2,955 from 2,790
Change+165 (+6%)
Value$896.7K (-$77.9K)
Filed 2026-10-28
Philadelphia Trust Co
DECREASED
Shares2,950 from 2,960
Change-10 (0%)
Value$897.0K (-$104.0K)
Filed 2026-11-05
Legal Advantage Investments, Inc.
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$897.1K (-$100.7K)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares2,939 from 2,938
Change+1 (+0%)
Value$893.8K (-$99.8K)
Filed 2026-10-22
Cambridge Advisors Inc.
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$884.9K (-$99.4K)
Filed 2026-10-19
Bath Savings Trust Co
DECREASED
Shares2,904 from 2,916
Change-12 (0%)
Value$883.1K (-$103.2K)
Filed 2026-10-07
Klingman & Associates, LLC
INCREASED
Shares2,887 from 2,760
Change+127 (+5%)
Value$877.9K (-$55.6K)
Filed 2026-10-20
Taylor Securities Services, Inc.
UNCHANGED
Shares2,882 from 2,882
Change0 (0%)
Value$876.4K (-$98.4K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
DECREASED
Shares2,875 from 38,660
Change-35,785 (-93%)
Value$873.9K (-$12.2M)
Filed 2026-10-19
Outfitters Financial LLC
INCREASED
Shares2,865 from 2,785
Change+80 (+3%)
Value$871.2K (-$70.8K)
Filed 2026-10-23
Gryphon Financial Partners LLC
INCREASED
Shares2,850 from 2,742
Change+108 (+4%)
Value$866.7K (-$60.8K)
Filed 2026-11-04
Matrix Asset Advisors Inc
UNCHANGED
Shares2,836 from 2,836
Change0 (0%)
Value$862.4K (-$96.9K)
Filed 2026-10-13
Columbia Bank
INCREASED
Shares2,826 from 2,635
Change+191 (+7%)
Value$859.4K (-$31.9K)
Filed 2026-10-29
Claro Advisors Inc.
DECREASED
Shares2,817 from 3,090
Change-273 (-9%)
Value$856.7K (-$188.4K)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED
Shares2,806 from 2,821
Change-15 (-1%)
Value$853.3K (-$100.9K)
Filed 2026-10-16
Aljian Capital Management, LLC
INCREASED
Shares2,800 from 2,795
Change+5 (+0%)
Value$851.4K (-$94.0K)
Filed 2026-10-28
Yoffe Investment Management, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$851.5K (-$95.6K)
Filed 2026-11-02
Kearns & Associates LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$851.5K (-$95.6K)
Filed 2026-10-09
Alexander Randolph Advisory, Inc.
UNCHANGED
Shares2,797 from 2,797
Change0 (0%)
Value$850.6K (-$95.5K)
Filed 2026-11-04
Ballast, Inc.
UNCHANGED
Shares2,776 from 2,776
Change0 (0%)
Value$844.2K (-$94.8K)
Filed 2026-10-20
Enterprise Financial Services Corp
DECREASED
Shares2,773 from 2,927
Change-154 (-5%)
Value$843.3K (-$146.8K)
Filed 2026-11-03
Central Bank & Trust Co
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$842.4K (-$94.6K)
Filed 2026-10-09
Aspiriant, LLC
DECREASED
Shares2,754 from 5,704
Change-2,950 (-52%)
Value$837.5K (-$1.1M)
Filed 2026-10-16
Y.D. More Investments Ltd
INCREASED
Shares2,754 from 1,026
Change+1,728 (+168%)
Value$837.0K (+$490.5K)
Filed 2026-11-02
Financial Planning Hawaii, Inc.
INCREASED
Shares2,754 from 2,701
Change+53 (+2%)
Value$837.5K (-$76.1K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares2,749 from 2,696
Change+53 (+2%)
Value$836.2K (-$76.1K)
Filed 2026-10-29
LS Investment Advisors, LLC
UNCHANGED
Shares2,746 from 2,746
Change0 (0%)
Value$835.1K (-$93.8K)
Filed 2026-10-13
Midwest Financial Group LLC
UNCHANGED
Shares2,733 from 2,733
Change0 (0%)
Value$831.1K (-$93.3K)
Filed 2026-10-15
Purus Wealth Management, LLC
INCREASED
Shares2,715 from 2,702
Change+13 (+0%)
Value$825.7K (-$88.2K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares2,714 from 2,622
Change+92 (+4%)
Value$825.4K (-$61.5K)
Filed 2026-10-22
First Bank & Trust
INCREASED
Shares2,693 from 2,130
Change+563 (+26%)
Value$818.9K (+$98.5K)
Filed 2026-10-19
Capital Advantage, Inc.
INCREASED
Shares2,692 from 2,027
Change+665 (+33%)
Value$818.6K (+$133.0K)
Filed 2026-10-14
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares2,687 from 2,673
Change+14 (+1%)
Value$817.1K (-$87.2K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
DECREASED
Shares2,686 from 2,699
Change-13 (0%)
Value$816.8K (-$96.1K)
Filed 2026-11-06
Hartford Financial Management Inc.
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$816.5K (-$91.7K)
Filed 2026-10-21
Channel Wealth LLC
INCREASED
Shares2,684 from 2,655
Change+29 (+1%)
Value$816.2K (-$81.9K)
Filed 2026-11-06
Sendero Wealth Management, LLC
INCREASED
Shares2,681 from 2,672
Change+9 (+0%)
Value$815.3K (-$88.5K)
Filed 2026-10-14
Pioneer Trust Bank N A
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$802.8K (-$90.2K)
Filed 2026-11-06
Third View Private Wealth, LLC
INCREASED
Shares2,618 from 2,555
Change+63 (+2%)
Value$796.2K (-$68.0K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,610 from 2,609
Change+1 (+0%)
Value$793.7K (-$88.8K)
Filed 2026-10-27
Nilsine Partners, LLC
DECREASED
Shares2,604 from 3,035
Change-431 (-14%)
Value$791.9K (-$234.7K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares2,603 from 2,603
Change0 (0%)
Value$791.6K (-$88.9K)
Filed 2026-10-09
LongView Wealth Management
INCREASED
Shares2,598 from 2,593
Change+5 (+0%)
Value$789.9K (-$87.2K)
Filed 2026-10-19
Chapman Financial Group, LLC
UNCHANGED
Shares2,585 from 2,585
Change0 (0%)
Value$786.1K (-$88.3K)
Filed 2026-10-26
Exchange Bank
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$780.9K (-$87.7K)
Filed 2026-10-07
Benin Management Corp
DECREASED
Shares2,563 from 2,763
Change-200 (-7%)
Value$779.4K (-$155.2K)
Filed 2026-10-22
Simon Quick Advisors, LLC
INCREASED
Shares2,555 from 732
Change+1,823 (+249%)
Value$777.0K (+$529.4K)
Filed 2026-10-26
American National Bank & Trust
DECREASED
Shares2,549 from 2,566
Change-17 (-1%)
Value$775.2K (-$92.8K)
Filed 2026-10-07
Root Financial Partners, LLC
DECREASED
Shares2,548 from 2,646
Change-98 (-4%)
Value$774.8K (-$120.2K)
Filed 2026-10-21
Insight Advisors, LLC/ PA
DECREASED
Shares2,529 from 2,848
Change-319 (-11%)
Value$769.0K (-$194.3K)
Filed 2026-10-22
Ascentis Wealth Management, LLC
INCREASED
Shares2,526 from 2,302
Change+224 (+10%)
Value$768.2K (-$10.5K)
Filed 2026-11-03
Auxano Advisors, LLC
DECREASED
Shares2,521 from 2,729
Change-208 (-8%)
Value$766.8K (-$156.3K)
Filed 2026-11-06
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares2,500 from 3,500
Change-1,000 (-29%)
Value$760.0K (-$424.0K)
Filed 2026-10-22
Plan A Wealth LLC
INCREASED
Shares2,491 from 2,460
Change+31 (+1%)
Value$757.6K (-$74.6K)
Filed 2026-10-08
Golden Reserve Retirement LLC
INCREASED
Shares2,490 from 1,597
Change+893 (+56%)
Value$757.1K (+$216.9K)
Filed 2026-11-02
Ninety One SA (PTY) Ltd
NEW
Shares2,486
Change+2,486
Value$762.4K
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares2,482 from 2,437
Change+45 (+2%)
Value$754.8K (-$69.5K)
Filed 2026-10-15
Northbridge Financial Group, LLC
INCREASED
Shares2,478 from 2,380
Change+98 (+4%)
Value$754.6K (-$50.6K)
Filed 2026-11-05
Arvest Investments, Inc.
DECREASED
Shares2,475 from 2,480
Change-5 (0%)
Value$752.6K (-$86.2K)
Filed 2026-10-21
DT Investment Partners, LLC
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$752.6K (-$84.5K)
Filed 2026-10-27
Union Savings Bank
UNCHANGED
Shares2,472 from 2,472
Change0 (0%)
Value$751.7K (-$84.4K)
Filed 2026-10-14
Arrow Financial Corp
DECREASED
Shares2,469 from 2,509
Change-40 (-2%)
Value$750.8K (-$97.8K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares2,458 from 2,549
Change-91 (-4%)
Value$747.5K (-$114.8K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,451 from 2,480
Change-29 (-1%)
Value$745.2K (-$93.5K)
Filed 2026-10-15
Tritonpoint Wealth, LLC
DECREASED
Shares2,446 from 2,569
Change-123 (-5%)
Value$744.0K (-$125.2K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
DECREASED
Shares2,445 from 2,449
Change-4 (0%)
Value$743.5K (-$84.9K)
Filed 2026-10-16
Genesee Capital Advisors, LLC
DECREASED
Shares2,438 from 2,508
Change-70 (-3%)
Value$741.4K (-$107.0K)
Filed 2026-10-20
Weaver Consulting Group
INCREASED
Shares2,436 from 2,394
Change+42 (+2%)
Value$740.8K (-$69.0K)
Filed 2026-10-07
InTrack Investment Management Inc
NEW
Shares2,432
Change+2,432
Value$739.4K
Filed 2026-10-15
Values First Advisors, Inc.
DECREASED
Shares2,431 from 2,787
Change-356 (-13%)
Value$739.4K (-$203.2K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
DECREASED
Shares2,431 from 2,512
Change-81 (-3%)
Value$739.3K (-$110.4K)
Filed 2026-10-20
Essex Bank
INCREASED
Shares2,427 from 2,118
Change+309 (+15%)
Value$738.0K (+$21.6K)
Filed 2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$737.7K (-$82.8K)
Filed 2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$736.0K (-$83.0K)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares2,413 from 2,413
Change0 (0%)
Value$733.8K (-$82.4K)
Filed 2026-10-20
Plancorp, LLC
INCREASED
Shares2,406 from 2,313
Change+93 (+4%)
Value$767.8K (-$52.0K)
Filed 2026-11-03
Northside Capital Management, LLC
INCREASED
Shares2,401 from 2,235
Change+166 (+7%)
Value$730.1K (-$25.8K)
Filed 2026-10-13
Unified Investment Management
UNCHANGED
Shares2,401 from 2,401
Change0 (0%)
Value$730.2K (-$81.9K)
Filed 2026-10-14
AUA Capital Management, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$729.8K (-$82.0K)
Filed 2026-10-15
Confluence Investment Management LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$729.8K (-$82.0K)
Filed 2026-10-01
Sound Income Strategies, LLC
DECREASED
Shares2,391 from 2,399
Change-8 (0%)
Value$736.6K (-$75.0K)
Filed 2026-10-09
Pictet North America Advisors SA
NEW
Shares2,390
Change+2,390
Value$726.8K
Filed 2026-10-21
Diversified Enterprises, LLC
INCREASED
Shares2,390 from 2,345
Change+45 (+2%)
Value$726.7K (-$66.4K)
Filed 2026-10-19
Cooper Financial Group
DECREASED
Shares2,381 from 2,922
Change-541 (-19%)
Value$724.0K (-$264.3K)
Filed 2026-10-07
Financial Solutions Advisory Group, Inc.
INCREASED
Shares2,367 from 2,365
Change+2 (+0%)
Value$742.3K (-$77.7K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares2,354 from 2,318
Change+36 (+2%)
Value$715.7K (-$68.4K)
Filed 2026-10-13
Encompass Wealth Advisors, LLC
INCREASED
Shares2,352 from 1,164
Change+1,188 (+102%)
Value$715.2K (+$321.5K)
Filed 2026-10-15
May Hill Capital, LLC
INCREASED
Shares2,349 from 1,910
Change+439 (+23%)
Value$714.3K (+$68.3K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares2,342 from 1,649
Change+693 (+42%)
Value$712.3K (+$154.4K)
Filed 2026-10-14
Herold Advisors, Inc.
INCREASED
Shares2,342 from 1,816
Change+526 (+29%)
Value$712.3K (+$98.3K)
Filed 2026-10-19
Allen Investment Management, LLC
UNCHANGED
Shares2,338 from 2,338
Change0 (0%)
Value$711.0K (-$79.8K)
Filed 2026-11-03
HCR Wealth Advisors
INCREASED
Shares2,335 from 2,258
Change+77 (+3%)
Value$710.1K (-$53.6K)
Filed 2026-10-15
Oslo Pensjonsforsikring AS
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$708.6K (-$79.6K)
Filed 2026-10-15
Sage Capital Management, LLC
INCREASED
Shares2,325 from 2,324
Change+1 (+0%)
Value$707.1K (-$79.3K)
Filed 2026-10-20
Partners Wealth Management, LLC
INCREASED
Shares2,316 from 597
Change+1,719 (+288%)
Value$704.3K (+$502.4K)
Filed 2026-10-28
Swiss RE LTD
INCREASED
Shares2,307 from 1,403
Change+904 (+64%)
Value$701.6K (+$227.0K)
Filed 2026-11-06
Founders Financial Securities LLC
DECREASED
Shares2,276 from 2,790
Change-514 (-18%)
Value$692.1K (-$251.6K)
Filed 2026-10-28
Augustine Asset Management Inc
INCREASED
Shares2,276 from 1,995
Change+281 (+14%)
Value$692.1K (+$17.3K)
Filed 2026-10-13
Crumly & Associates Inc.
DECREASED
Shares2,272 from 2,302
Change-30 (-1%)
Value$690.9K (-$87.7K)
Filed 2026-10-07
MFA Wealth Services
DECREASED
Shares2,262 from 2,322
Change-60 (-3%)
Value$687.9K (-$97.3K)
Filed 2026-10-14
PFC Capital Group, Inc.
DECREASED
Shares2,260 from 2,335
Change-75 (-3%)
Value$687.3K (-$101.7K)
Filed 2026-11-06
BridgePort Financial Solutions, LLC
INCREASED
Shares2,255 from 1,966
Change+289 (+15%)
Value$685.6K (+$20.8K)
Filed 2026-11-02
Howland Capital Management LLC
INCREASED
Shares2,251 from 2,243
Change+8 (+0%)
Value$684.5K (-$74.2K)
Filed 2026-10-22
Linscomb Wealth, Inc.
UNCHANGED
Shares2,251 from 2,251
Change0 (0%)
Value$684.5K (-$76.9K)
Filed 2026-11-05
Birch Hill Investment Advisors LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$684.2K (-$76.8K)
Filed 2026-10-16
Professional Advisory Services Inc
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$684.0K (-$77.0K)
Filed 2026-10-08
United Community Bank
DECREASED
Shares2,248 from 2,249
Change-1 (0%)
Value$683.6K (-$77.1K)
Filed 2026-10-28
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares2,239 from 1,932
Change+307 (+16%)
Value$681.3K (+$27.8K)
Filed 2026-10-09
Kozak & Associates, Inc.
INCREASED
Shares2,238 from 2,234
Change+4 (+0%)
Value$711.4K (-$66.1K)
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares2,236 from 2,134
Change+102 (+5%)
Value$680.0K (-$41.9K)
Filed 2026-10-20
XML Financial, LLC
INCREASED
Shares2,233 from 1,733
Change+500 (+29%)
Value$679.0K (+$92.9K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares2,229 from 1,695
Change+534 (+32%)
Value$677.8K (+$104.5K)
Filed 2026-10-27
Perpetual Ltd
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$672.4K (-$75.5K)
Filed 2026-10-13
Wealth Architects, LLC
INCREASED
Shares2,208 from 2,074
Change+134 (+6%)
Value$671.5K (-$30.1K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
DECREASED
Shares2,195 from 2,339
Change-144 (-6%)
Value$676.2K (-$115.1K)
Filed 2026-10-27
Traphagen Investment Advisors LLC
INCREASED
Shares2,190 from 2,142
Change+48 (+2%)
Value$665.9K (-$58.5K)
Filed 2026-10-14
Fell Capital Management
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$666.0K (-$74.8K)
Filed 2026-10-09
Quantum Private Wealth, LLC
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$666.0K (-$74.8K)
Filed 2026-10-20
Macroview Investment Management LLC
INCREASED
Shares2,189 from 2,186
Change+3 (+0%)
Value$665.7K (-$73.7K)
Filed 2026-10-26
Meixler Investment Management, Ltd.
NEW
Shares2,185
Change+2,185
Value$664.5K
Filed 2026-11-03
Marest Capital, LLC
UNCHANGED
Shares2,180 from 2,180
Change0 (0%)
Value$664.9K (-$72.7K)
Filed 2026-10-23
Valmark Advisers, Inc.
INCREASED
Shares2,177 from 1,838
Change+339 (+18%)
Value$662.0K (+$40.4K)
Filed 2026-11-06
Raleigh Capital Management Inc.
DECREASED
Shares2,176 from 2,250
Change-74 (-3%)
Value$661.7K (-$99.2K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares2,167 from 5,097
Change-2,930 (-57%)
Value$659.1K (-$1.1M)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
DECREASED
Shares2,163 from 2,246
Change-83 (-4%)
Value$517.1K (-$146.0K)
Filed 2026-11-04
Horizon Wealth Management, LLC
INCREASED
Shares2,146 from 2,144
Change+2 (+0%)
Value$652.7K (-$72.6K)
Filed 2026-11-02
Rossmore Private Capital
DECREASED
Shares2,139 from 2,189
Change-50 (-2%)
Value$650.4K (-$89.9K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
DECREASED
Shares2,139 from 2,143
Change-4 (0%)
Value$650.6K (-$74.3K)
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$647.1K (-$72.7K)
Filed 2026-10-06
Princeton Global Asset Management LLC
INCREASED
Shares2,109 from 2,107
Change+2 (+0%)
Value$641.3K (-$71.2K)
Filed 2026-10-21
Philip James Wealth Mangement, LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$641.3K (-$72.0K)
Filed 2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,102 from 2,084
Change+18 (+1%)
Value$639.1K (-$65.8K)
Filed 2026-10-28
Brady Martz Wealth Solutions, LLC
INCREASED
Shares2,087 from 2,007
Change+80 (+4%)
Value$634.8K (-$44.2K)
Filed 2026-11-05
Precedent Wealth Partners, LLC
INCREASED
Shares2,074 from 2,058
Change+16 (+1%)
Value$630.6K (-$65.5K)
Filed 2026-10-21
Aries Wealth Management
DECREASED
Shares2,073 from 2,098
Change-25 (-1%)
Value$630.4K (-$79.3K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
DECREASED
Shares2,059 from 2,070
Change-11 (-1%)
Value$626.1K (-$71.7K)
Filed 2026-10-26
Davidson Trust Co
INCREASED
Shares2,052 from 1,964
Change+88 (+4%)
Value$624.0K (-$40.3K)
Filed 2026-10-09
Camden National Bank
DECREASED
Shares2,047 from 2,092
Change-45 (-2%)
Value$622.5K (-$85.1K)
Filed 2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares2,036 from 2,133
Change-97 (-5%)
Value$619.4K (-$102.0K)
Filed 2026-10-14
Signature Wealth Management Partners, LLC
UNCHANGED
Shares2,029 from 2,029
Change0 (0%)
Value$617.0K (-$69.3K)
Filed 2026-10-21
Evansbrook LLC
UNCHANGED
Shares2,026 from 2,026
Change0 (0%)
Value$616.1K (-$69.2K)
Filed 2026-10-16
Midland Wealth Advisors, LLC
INCREASED
Shares2,024 from 1,998
Change+26 (+1%)
Value$615.5K (-$60.3K)
Filed 2026-10-26
Sunburst Financial Group, LLC
INCREASED
Shares2,019 from 2,012
Change+7 (+0%)
Value$614.0K (-$66.6K)
Filed 2026-10-09
NBH Bank
INCREASED
Shares2,018 from 1,854
Change+164 (+9%)
Value$613.7K (-$13.4K)
Filed 2026-11-05
Curat Global, LLC
INCREASED
Shares2,015 from 1,705
Change+310 (+18%)
Value$612.8K (-$66.1K)
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares2,014 from 1,531
Change+483 (+32%)
Value$612.5K (+$94.6K)
Filed 2026-10-22
Sippican Capital Advisors
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$612.5K (-$68.8K)
Filed 2026-10-23
Magnolia Capital Management LTD
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$611.0K (-$69.0K)
Filed 2026-10-09
Chapin Davis, Inc.
INCREASED
Shares2,008 from 1,532
Change+476 (+31%)
Value$610.7K (+$92.5K)
Filed 2026-10-09
Fragasso Financial Advisors Inc
DECREASED
Shares2,002 from 2,023
Change-21 (-1%)
Value$617.1K (-$67.2K)
Filed 2026-10-13
180 Wealth Advisors, LLC
DECREASED
Shares1,998 from 2,102
Change-104 (-5%)
Value$607.5K (-$103.4K)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares1,994 from 2,352
Change-358 (-15%)
Value$623.9K (-$158.2K)
Filed 2026-11-03
Thrive Wealth Management, LLC
INCREASED
Shares1,983 from 1,943
Change+40 (+2%)
Value$602.9K (-$54.3K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
DECREASED
Shares1,979 from 2,127
Change-148 (-7%)
Value$601.8K (-$117.5K)
Filed 2026-10-28
BAR Harbor Wealth Management
DECREASED
Shares1,977 from 2,049
Change-72 (-4%)
Value$601.2K (-$91.9K)
Filed 2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED
Shares1,970 from 1,960
Change+10 (+1%)
Value$599.1K (-$63.8K)
Filed 2026-10-08
Regatta Capital Group, LLC
UNCHANGED
Shares1,970 from 1,970
Change0 (0%)
Value$599.0K (-$67.3K)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares1,965 from 1,912
Change+53 (+3%)
Value$597.6K (-$49.2K)
Filed 2026-10-15
Torray Investment Partners LLC
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$597.6K (-$67.1K)
Filed 2026-10-30
Blume Capital Management, Inc.
UNCHANGED
Shares1,963 from 1,963
Change0 (0%)
Value$596.9K (-$67.0K)
Filed 2026-10-26
Elevated Financial Group LLC
DECREASED
Shares1,953 from 2,504
Change-551 (-22%)
Value$594.0K (-$253.1K)
Filed 2026-10-16
Lavelle Capital LP
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$593.0K (-$66.6K)
Filed 2026-11-03
Crown Wealth Group, LLC
INCREASED
Shares1,943 from 682
Change+1,261 (+185%)
Value$590.9K (+$360.2K)
Filed 2026-10-19
Brucke Financial, Inc.
INCREASED
Shares1,935 from 1,574
Change+361 (+23%)
Value$588.4K (+$56.0K)
Filed 2026-10-23
Triangle Securities Wealth Management
UNCHANGED
Shares1,933 from 1,933
Change0 (0%)
Value$587.8K (-$66.0K)
Filed 2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,921 from 3,321
Change-1,400 (-42%)
Value$584.2K (-$538.8K)
Filed 2026-10-21
McLean Asset Management Corp
DECREASED
Shares1,921 from 1,989
Change-68 (-3%)
Value$624.3K (-$44.4K)
Filed 2026-11-06
Everest Financial Group LLC
INCREASED
Shares1,920 from 1,886
Change+34 (+2%)
Value$584.0K (-$53.8K)
Filed 2026-11-06
Adirondack Trust Co
INCREASED
Shares1,905 from 1,870
Change+35 (+2%)
Value$579.3K (-$53.2K)
Filed 2026-10-14
Bluedoor Private Wealth, LLC
INCREASED
Shares1,904 from 1,865
Change+39 (+2%)
Value$579.0K (-$51.8K)
Filed 2026-11-05
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$576.0K (-$64.9K)
Filed 2026-10-30
Cairn Investment Group, Inc.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$578.0K (-$65.0K)
Filed 2026-11-04
Keystone Wealth Services, LLC
INCREASED
Shares1,897 from 1,884
Change+13 (+1%)
Value$579.5K (-$57.7K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,891 from 1,840
Change+51 (+3%)
Value$575.1K (-$47.5K)
Filed 2026-10-28
True North Advisors, LLC
INCREASED
Shares1,880 from 1,560
Change+320 (+21%)
Value$571.8K (+$44.2K)
Filed 2026-10-22
Compass Financial Management LLC
INCREASED
Shares1,879 from 1,414
Change+465 (+33%)
Value$571.5K (+$88.3K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,876 from 1,876
Change0 (0%)
Value$570.5K (-$64.1K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
INCREASED
Shares1,874 from 1,873
Change+1 (+0%)
Value$569.8K (-$63.9K)
Filed 2026-10-27
Breakwater Capital Group
DECREASED
Shares1,867 from 1,869
Change-2 (0%)
Value$567.8K (-$64.4K)
Filed 2026-10-09
Zions Bancorporation, National Association
DECREASED
Shares1,865 from 1,900
Change-35 (-2%)
Value$567.1K (-$75.5K)
Filed 2026-11-06
Legacy Financial Strategies, LLC
UNCHANGED
Shares1,863 from 1,863
Change0 (0%)
Value$566.6K (-$63.6K)
Filed 2026-10-15
Patten Group, Inc.
INCREASED
Shares1,841 from 1,727
Change+114 (+7%)
Value$559.9K (-$24.3K)
Filed 2026-10-26
Howard Financial Services, Ltd.
INCREASED
Shares1,841 from 1,737
Change+104 (+6%)
Value$559.9K (-$27.7K)
Filed 2026-10-15
Annex Advisory Services, LLC
DECREASED
Shares1,840 from 1,885
Change-45 (-2%)
Value$559.7K (-$77.9K)
Filed 2026-10-16
Atala Financial Inc
INCREASED
Shares1,833 from 1,773
Change+60 (+3%)
Value$557.4K (-$42.3K)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,831 from 2,266
Change-435 (-19%)
Value$556.9K (-$209.6K)
Filed 2026-10-20
Stanley-Laman Group, Ltd.
DECREASED
Shares1,831 from 1,939
Change-108 (-6%)
Value$556.8K (-$99.1K)
Filed 2026-10-20
Banque Pictet & CIE SA
DECREASED
Shares1,828 from 2,061
Change-233 (-11%)
Value$555.9K (-$141.2K)
Filed 2026-10-16
Patton Albertson Miller Group, LLC
UNCHANGED
Shares1,824 from 1,824
Change0 (0%)
Value$554.7K (-$62.3K)
Filed 2026-10-26
Mechanics Financial Corp
INCREASED
Shares1,823 from 1,816
Change+7 (+0%)
Value$554.4K (-$59.9K)
Filed 2026-11-05
BXM Wealth LLC
INCREASED
Shares1,822 from 1,815
Change+7 (+0%)
Value$554.1K (-$59.9K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,818 from 1,519
Change+299 (+20%)
Value$552.9K (+$39.1K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares1,815 from 2,137
Change-322 (-15%)
Value$552.1K (-$170.8K)
Filed 2026-11-04
Whitener Capital Management, Inc.
INCREASED
Shares1,808 from 1,792
Change+16 (+1%)
Value$549.8K (-$56.3K)
Filed 2026-10-15
Adell Harriman & Carpenter Inc
INCREASED
Shares1,799 from 1,769
Change+30 (+2%)
Value$547.2K (-$51.3K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
DECREASED
Shares1,797 from 1,872
Change-75 (-4%)
Value$584.2K (-$49.0K)
Filed 2026-10-30
Flagship Private Wealth, LLC
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$546.4K (-$61.3K)
Filed 2026-11-05
Tandem Investment Partners LLC
INCREASED
Shares1,795 from 1,765
Change+30 (+2%)
Value$545.9K (-$51.2K)
Filed 2026-10-16
Cromwell Holdings LLC
UNCHANGED
Shares1,793 from 1,793
Change0 (0%)
Value$545.3K (-$61.2K)
Filed 2026-10-28
Keudell ison Wealth Management
DECREASED
Shares1,784 from 1,787
Change-3 (0%)
Value$542.5K (-$61.9K)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares1,779 from 1,779
Change0 (0%)
Value$541.0K (-$60.8K)
Filed 2026-11-06
Waters Parkerson & Co., LLC
INCREASED
Shares1,774 from 1,749
Change+25 (+1%)
Value$539.5K (-$52.1K)
Filed 2026-11-04
Davis Investment Partners, LLC
INCREASED
Shares1,769 from 1,746
Change+23 (+1%)
Value$537.8K (-$52.6K)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
DECREASED
Shares1,768 from 1,772
Change-4 (0%)
Value$537.6K (-$61.7K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares1,766 from 1,748
Change+18 (+1%)
Value$537.3K (-$54.0K)
Filed 2026-10-21
G&S Capital LLC
INCREASED
Shares1,764 from 1,722
Change+42 (+2%)
Value$536.6K (-$45.9K)
Filed 2026-10-23
Midway Capital Research & Management
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$536.1K (-$60.2K)
Filed 2026-10-20
Sage Private Wealth Group, LLC
INCREASED
Shares1,762 from 1,756
Change+6 (+0%)
Value$535.8K (-$58.2K)
Filed 2026-10-21
Centurion Wealth Management LLC
INCREASED
Shares1,760 from 1,756
Change+4 (+0%)
Value$535.2K (-$58.8K)
Filed 2026-10-13
Heritage Investment Group, Inc.
DECREASED
Shares1,750 from 1,752
Change-2 (0%)
Value$532.2K (-$60.4K)
Filed 2026-11-03
Lake Street Private Wealth, LLC
DECREASED
Shares1,737 from 1,758
Change-21 (-1%)
Value$528.3K (-$66.4K)
Filed 2026-10-22
MBL Wealth, LLC
DECREASED
Shares1,732 from 2,079
Change-347 (-17%)
Value$526.7K (-$176.5K)
Filed 2026-10-22
Vigilare Wealth Management
INCREASED
Shares1,729 from 1,291
Change+438 (+34%)
Value$525.8K (+$89.1K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
INCREASED
Shares1,729 from 1,697
Change+32 (+2%)
Value$525.8K (-$48.2K)
Filed 2026-10-05
First Nebraska Trust Co
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$524.5K (-$58.9K)
Filed 2026-10-30
Forza Wealth Management, LLC
INCREASED
Shares1,724 from 1,416
Change+308 (+22%)
Value$524.3K (+$45.3K)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares1,720 from 1,738
Change-18 (-1%)
Value$523.1K (-$64.8K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
DECREASED
Shares1,717 from 1,962
Change-245 (-12%)
Value$522.2K (-$141.5K)
Filed 2026-10-23
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$521.8K (-$58.6K)
Filed 2026-11-02
Triad Wealth Partners, LLC
DECREASED
Shares1,714 from 1,776
Change-62 (-3%)
Value$521.1K (-$91.0K)
Filed 2026-10-26
Tobam
DECREASED
Shares1,710 from 2,416
Change-706 (-29%)
Value$520.0K (-$297.0K)
Filed 2026-11-03
Cache Advisors, LLC
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$519.4K (-$58.3K)
Filed 2026-10-16
Harbour Trust & Investment Management Co
INCREASED
Shares1,692 from 1,687
Change+5 (+0%)
Value$514.5K (-$56.1K)
Filed 2026-10-28
Capital Square, LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$513.9K (-$78.5K)
Filed 2026-10-19
Arcataur Capital Management LLC
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$513.3K (-$57.6K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,684 from 1,647
Change+37 (+2%)
Value$512.1K (-$45.0K)
Filed 2026-10-27
Accretive Wealth Partners, LLC
UNCHANGED
Shares1,683 from 1,683
Change0 (0%)
Value$511.9K (-$57.4K)
Filed 2026-11-06
Thompson Investment Management, Inc.
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$511.2K (-$57.4K)
Filed 2026-10-14
Income Insurance Ltd
UNCHANGED
Shares1,679 from 1,679
Change0 (0%)
Value$510.6K (-$57.3K)
Filed 2026-10-21
Missouri Trust & Investment Co
UNCHANGED
Shares1,677 from 1,677
Change0 (0%)
Value$510.0K (-$53.9K)
Filed 2026-11-04
CDM Financial Counseling Services, Inc.
INCREASED
Shares1,676 from 1,603
Change+73 (+5%)
Value$509.5K (-$32.5K)
Filed 2026-10-15
Trilogy Capital Inc.
INCREASED
Shares1,670 from 1,654
Change+16 (+1%)
Value$507.8K (-$51.6K)
Filed 2026-10-20
TradeWell Securities, Llc.
DECREASED
Shares1,663 from 1,853
Change-190 (-10%)
Value$505.6K (-$121.2K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
INCREASED
Shares1,660 from 1,645
Change+15 (+1%)
Value$504.8K (-$51.7K)
Filed 2026-10-19
Apollon Financial, LLC
DECREASED
Shares1,650 from 1,656
Change-6 (0%)
Value$501.6K (-$58.5K)
Filed 2026-10-23
Seven Mile Advisory
DECREASED
Shares1,647 from 1,655
Change-8 (0%)
Value$500.9K (-$59.0K)
Filed 2026-10-22
Crusonia Wealth Advisors LLC
INCREASED
Shares1,645 from 1,629
Change+16 (+1%)
Value$500.2K (-$50.8K)
Filed 2026-10-26
Strategy Asset Managers LLC
INCREASED
Shares1,644 from 1,636
Change+8 (+0%)
Value$500.1K (-$53.4K)
Filed 2026-10-14
Zullo Investment Group, Inc.
DECREASED
Shares1,641 from 1,670
Change-29 (-2%)
Value$499.1K (-$66.0K)
Filed 2026-10-20
Brown Miller Wealth Management, LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$498.7K (-$56.0K)
Filed 2026-11-02
Walker Asset Management, LLC
INCREASED
Shares1,639 from 1,571
Change+68 (+4%)
Value$498.4K (-$32.8K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$497.3K (-$55.8K)
Filed 2026-10-14
Silverlake Wealth Management LLC
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$497.0K (-$55.5K)
Filed 2026-10-21
SmartHarvest Portfolios, LLC
DECREASED
Shares1,633 from 2,121
Change-488 (-23%)
Value$496.7K (-$220.8K)
Filed 2026-10-26
Peterson Wealth Services
DECREASED
Shares1,625 from 1,640
Change-15 (-1%)
Value$494.1K (-$60.5K)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares1,625 from 1,617
Change+8 (+0%)
Value$494.2K (-$52.7K)
Filed 2026-10-15
Impact Capital Partners LLC
INCREASED
Shares1,625 from 1,619
Change+6 (+0%)
Value$494.2K (-$53.5K)
Filed 2026-10-22
Fort Washington Investment Advisors Inc
DECREASED
Shares1,624 from 1,722
Change-98 (-6%)
Value$493.9K (-$88.6K)
Filed 2026-10-15
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,621 from 1,618
Change+3 (+0%)
Value$492.8K (-$54.6K)
Filed 2026-10-19
Abacus Wealth Partners, LLC
DECREASED
Shares1,610 from 1,775
Change-165 (-9%)
Value$489.6K (-$110.8K)
Filed 2026-11-03
Secure Asset Management, LLC
DECREASED
Shares1,609 from 1,774
Change-165 (-9%)
Value$489.2K (-$110.7K)
Filed 2026-10-19
55 North Private Wealth, LLC
INCREASED
Shares1,607 from 1,474
Change+133 (+9%)
Value$488.8K (-$9.8K)
Filed 2026-10-20
City Holding Co
DECREASED
Shares1,604 from 1,624
Change-20 (-1%)
Value$487.8K (-$61.6K)
Filed 2026-10-19
Zevenbergen Capital Investments LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$486.6K (-$54.6K)
Filed 2026-10-08
Balentine LLC
DECREASED
Shares1,586 from 1,921
Change-335 (-17%)
Value$482.3K (-$167.5K)
Filed 2026-11-03
KFA Private Wealth Group, LLC
INCREASED
Shares1,578 from 1,574
Change+4 (+0%)
Value$479.9K (-$52.5K)
Filed 2026-10-07
Ridgecrest Wealth Partners, LLC
DECREASED
Shares1,570 from 1,691
Change-121 (-7%)
Value$477.4K (-$94.5K)
Filed 2026-10-19
Agate Pass Investment Management, LLC
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$477.4K (-$53.6K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares1,566 from 2,326
Change-760 (-33%)
Value$476.1K (-$310.7K)
Filed 2026-10-20
Lmcg Investments, LLC
INCREASED
Shares1,565 from 1,542
Change+23 (+1%)
Value$475.9K (-$45.7K)
Filed 2026-10-21
Wealthstar Advisors, LLC
INCREASED
Shares1,565 from 1,563
Change+2 (+0%)
Value$475.9K (-$52.8K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares1,561 from 1,477
Change+84 (+6%)
Value$474.7K (-$24.9K)
Filed 2026-10-02
WealthSpring Partners, LLC
INCREASED
Shares1,556 from 962
Change+594 (+62%)
Value$473.3K (+$147.8K)
Filed 2026-10-14
Toth Financial Advisory Corp
INCREASED
Shares1,554 from 1,535
Change+19 (+1%)
Value$472.5K (-$46.8K)
Filed 2026-10-08
DDD Partners, LLC
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$471.1K (-$52.9K)
Filed 2026-11-02
Commerce Advisors, LLC
DECREASED
Shares1,539 from 1,541
Change-2 (0%)
Value$468.0K (-$53.2K)
Filed 2026-10-19
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$467.1K (-$52.5K)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$466.5K (-$52.4K)
Filed 2026-10-07
Windsor Capital Management, LLC
INCREASED
Shares1,526 from 1,524
Change+2 (+0%)
Value$463.9K (-$51.8K)
Filed 2026-10-13
Boit C F David
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$463.8K (-$52.1K)
Filed 2026-10-29
SLT Holdings LLC
INCREASED
Shares1,524 from 1,474
Change+50 (+3%)
Value$463.4K (-$35.1K)
Filed 2026-10-15
Silver Lake Advisory, LLC
DECREASED
Shares1,522 from 2,014
Change-492 (-24%)
Value$462.9K (-$218.3K)
Filed 2026-10-22
Old Port Advisors
INCREASED
Shares1,517 from 1,493
Change+24 (+2%)
Value$461.3K (-$43.7K)
Filed 2026-10-23
MV Capital Management, Inc.
DECREASED
Shares1,514 from 1,530
Change-16 (-1%)
Value$460.4K (-$57.1K)
Filed 2026-10-29
PFG Private Wealth Management, LLC
INCREASED
Shares1,512 from 1,266
Change+246 (+19%)
Value$459.9K (+$31.6K)
Filed 2026-10-15
Patrick M Sweeney & Associates, Inc
DECREASED
Shares1,509 from 1,515
Change-6 (0%)
Value$458.9K (-$53.5K)
Filed 2026-10-22
Optima Capital LLC
DECREASED
Shares1,508 from 1,524
Change-16 (-1%)
Value$458.6K (-$56.9K)
Filed 2026-10-29
TritonPoint Partners, LLC
DECREASED
Shares1,503 from 2,604
Change-1,101 (-42%)
Value$457.2K (-$423.8K)
Filed 2026-11-05
Anchyra Partners LLC
INCREASED
Shares1,499 from 1,289
Change+210 (+16%)
Value$455.8K (+$19.8K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares1,496 from 1,832
Change-336 (-18%)
Value$454.9K (-$164.9K)
Filed 2026-10-26
Hamilton Capital, LLC
INCREASED
Shares1,495 from 1,488
Change+7 (+0%)
Value$454.6K (-$48.7K)
Filed 2026-10-08
Aire Advisors, LLC
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$453.8K (-$51.0K)
Filed 2026-10-22
CPA Asset Management Group, LLC
DECREASED
Shares1,490 from 1,541
Change-51 (-3%)
Value$453.1K (-$68.1K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares1,488 from 1,479
Change+9 (+1%)
Value$452.5K (-$47.8K)
Filed 2026-10-20
Winthrop Advisory Group LLC
INCREASED
Shares1,485 from 1,094
Change+391 (+36%)
Value$451.4K (+$81.3K)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$451.3K (-$50.7K)
Filed 2026-10-29
Granite Islands Private Wealth, LLC
DECREASED
Shares1,482 from 1,557
Change-75 (-5%)
Value$450.7K (-$76.0K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
DECREASED
Shares1,477 from 1,502
Change-25 (-2%)
Value$449.2K (-$58.9K)
Filed 2026-10-28
First Business Financial Services, Inc.
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$448.5K (-$50.4K)
Filed 2026-10-29
Elmwood Wealth Management, Inc.
DECREASED
Shares1,466 from 1,482
Change-16 (-1%)
Value$445.8K (-$55.5K)
Filed 2026-10-14
Hudock, Inc.
INCREASED
Shares1,462 from 1,431
Change+31 (+2%)
Value$444.6K (-$39.4K)
Filed 2026-10-14
Eagle Strategies LLC
DECREASED
Shares1,461 from 1,464
Change-3 (0%)
Value$444.3K (-$51.0K)
Filed 2026-10-16
Barton Investment Management
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$444.0K (-$49.9K)
Filed 2026-10-27
Crew Capital Management, Ltd
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$444.0K (-$49.9K)
Filed 2026-10-28
Greenspring Advisors, LLC
DECREASED
Shares1,457 from 1,495
Change-38 (-3%)
Value$443.1K (-$62.5K)
Filed 2026-11-05
First Bancorp, Inc
DECREASED
Shares1,447 from 1,452
Change-5 (0%)
Value$440.0K (-$51.1K)
Filed 2026-10-26
Waldron Private Wealth LLC
DECREASED
Shares1,445 from 1,517
Change-72 (-5%)
Value$439.4K (-$73.7K)
Filed 2026-11-02
MW Advisory, LLC
INCREASED
Shares1,439 from 971
Change+468 (+48%)
Value$437.6K (+$109.2K)
Filed 2026-10-19
Compass Ion Advisors, LLC
DECREASED
Shares1,435 from 1,439
Change-4 (0%)
Value$436.4K (-$50.4K)
Filed 2026-10-23
Sage Mountain Advisors LLC
DECREASED
Shares1,421 from 1,925
Change-504 (-26%)
Value$432.1K (-$219.0K)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,419 from 1,401
Change+18 (+1%)
Value$430.0K (-$42.0K)
Filed 2026-11-02
SteelPeak Wealth, LLC
DECREASED
Shares1,414 from 2,064
Change-650 (-31%)
Value$430.0K (-$268.2K)
Filed 2026-10-16
Terra Nova Asset Management LLC
INCREASED
Shares1,409 from 1,406
Change+3 (+0%)
Value$428.6K (-$46.9K)
Filed 2026-10-13
North Capital, Inc.
DECREASED
Shares1,407 from 1,717
Change-310 (-18%)
Value$436.0K (-$144.8K)
Filed 2026-10-16
Inscription Capital, LLC
DECREASED
Shares1,400 from 1,566
Change-166 (-11%)
Value$425.6K (-$104.2K)
Filed 2026-11-02
Mayfair Advisory Group, LLC
DECREASED
Shares1,400 from 1,405
Change-5 (0%)
Value$425.7K (-$32.5K)
Filed 2026-10-20
Elco Management Co., LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$425.7K (-$47.8K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$473.4K ($0)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares1,396 from 1,800
Change-404 (-22%)
Value$424.4K (-$184.5K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares1,392 from 1,178
Change+214 (+18%)
Value$423.3K (+$24.8K)
Filed 2026-10-08
Traveka Wealth, LLC
INCREASED
Shares1,388 from 631
Change+757 (+120%)
Value$422.1K (+$208.7K)
Filed 2026-10-19
Invested Advisors
INCREASED
Shares1,382 from 1,365
Change+17 (+1%)
Value$420.3K (-$41.4K)
Filed 2026-10-23
Westover Capital Advisors, LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$419.7K (-$47.1K)
Filed 2026-10-26
Mechanics Bank Trust Department
DECREASED
Shares1,379 from 1,393
Change-14 (-1%)
Value$419.4K (-$51.8K)
Filed 2026-10-13
626 Financial, LLC
DECREASED
Shares1,374 from 1,432
Change-58 (-4%)
Value$417.9K (-$66.3K)
Filed 2026-11-04
Coston, McIsaac & Partners
INCREASED
Shares1,371 from 1,357
Change+14 (+1%)
Value$417.2K (-$41.8K)
Filed 2026-11-06
Burns J W & Co Inc
UNCHANGED
Shares1,371 from 1,371
Change0 (0%)
Value$416.9K (-$46.8K)
Filed 2026-10-20
Congress Park Capital LLC
INCREASED
Shares1,368 from 1,218
Change+150 (+12%)
Value$416.0K (+$4.0K)
Filed 2026-10-13
Washington Trust Bank
INCREASED
Shares1,368 from 1,366
Change+2 (+0%)
Value$416.0K (-$46.0K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares1,366 from 1,305
Change+61 (+5%)
Value$415.4K (-$26.0K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares1,366 from 1,382
Change-16 (-1%)
Value$415.4K (-$52.0K)
Filed 2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED
Shares1,365 from 1,238
Change+127 (+10%)
Value$415.1K (-$3.6K)
Filed 2026-10-16
Trek Financial, LLC
INCREASED
Shares1,364 from 1,283
Change+81 (+6%)
Value$414.8K (-$19.2K)
Filed 2026-10-29
Centerpoint Advisory Group
UNCHANGED
Shares1,364 from 1,364
Change0 (0%)
Value$414.8K (-$46.6K)
Filed 2026-10-23
1900 Wealth Management LLC
INCREASED
Shares1,363 from 1,354
Change+9 (+1%)
Value$414.5K (-$43.5K)
Filed 2026-10-13
Vicus Capital
INCREASED
Shares1,360 from 1,199
Change+161 (+13%)
Value$413.5K (+$7.9K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
INCREASED
Shares1,360 from 1,339
Change+21 (+2%)
Value$413.6K (-$39.3K)
Filed 2026-10-15
Money Concepts Capital Corp
DECREASED
Shares1,359 from 1,602
Change-243 (-15%)
Value$413.4K (-$128.5K)
Filed 2026-11-06
Key FInancial Inc
INCREASED
Shares1,359 from 1,306
Change+53 (+4%)
Value$413.3K (-$28.5K)
Filed 2026-11-02
Rebalance, LLC
DECREASED
Shares1,356 from 1,386
Change-30 (-2%)
Value$412.4K (-$56.5K)
Filed 2026-10-22
Legacy Private Trust Co.
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$412.1K (-$46.3K)
Filed 2026-10-06
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$410.6K (-$46.1K)
Filed 2026-10-15
Northstar Asset Management Co
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$436.9K (-$3.5K)
Filed 2026-10-22
Tannin Capital LLC
INCREASED
Shares1,346 from 1,175
Change+171 (+15%)
Value$409.3K (+$11.9K)
Filed 2026-11-05
Global Financial Private Client, LLC
INCREASED
Shares1,344 from 1,322
Change+22 (+2%)
Value$408.7K (-$38.5K)
Filed 2026-10-15
Eagle Harbor Asset Management Inc
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$408.1K (-$45.8K)
Filed 2026-10-21
Tortoise Investment Management, LLC
DECREASED
Shares1,340 from 1,407
Change-67 (-5%)
Value$407.5K (-$68.4K)
Filed 2026-11-06
Forum Financial Management, LP
DECREASED
Shares1,339 from 2,770
Change-1,431 (-52%)
Value$407.2K (-$529.8K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
DECREASED
Shares1,338 from 1,339
Change-1 (0%)
Value$406.9K (-$46.0K)
Filed 2026-10-21
Enclave Advisors LLC
DECREASED
Shares1,337 from 1,359
Change-22 (-2%)
Value$406.6K (-$53.1K)
Filed 2026-10-14
Michael Brady & Co., LLC
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$406.0K (-$45.6K)
Filed 2026-10-23
Atlas Private Wealth Advisors
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$406.1K (-$45.5K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
INCREASED
Shares1,328 from 1,190
Change+138 (+12%)
Value$404.0K (+$1.4K)
Filed 2026-11-02
Wealth Group, Ltd.
DECREASED
Shares1,327 from 3,965
Change-2,638 (-67%)
Value$404.0K (-$937.0K)
Filed 2026-10-30
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares1,318 from 1,231
Change+87 (+7%)
Value$400.8K (-$15.6K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares1,315 from 1,295
Change+20 (+2%)
Value$400.0K (-$38.0K)
Filed 2026-10-27
CPC Advisors, LLC
DECREASED
Shares1,314 from 1,553
Change-239 (-15%)
Value$399.6K (-$125.7K)
Filed 2026-10-21
AMG Asset Management Group, Inc.
INCREASED
Shares1,310 from 1,101
Change+209 (+19%)
Value$398.4K (+$26.0K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares1,309 from 1,692
Change-383 (-23%)
Value$398.1K (-$174.3K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
DECREASED
Shares1,308 from 1,309
Change-1 (0%)
Value$397.8K (-$45.0K)
Filed 2026-10-09
Alpha Family Trust
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$441.4K ($0)
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares1,304 from 840
Change+464 (+55%)
Value$393.8K (+$101.5K)
Filed 2026-10-27
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares1,300 from 1,143
Change+157 (+14%)
Value$395.3K (+$8.7K)
Filed 2026-10-22
Fidelity D & D Bancorp Inc
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$394.7K (-$44.3K)
Filed 2026-11-05
Independence Bank of Kentucky
INCREASED
Shares1,289 from 810
Change+479 (+59%)
Value$392.0K (+$118.0K)
Filed 2026-10-26
Uniting Wealth Partners, LLC
INCREASED
Shares1,286 from 1,183
Change+103 (+9%)
Value$391.2K (-$9.0K)
Filed 2026-11-06
Waycross Partners, LLC
DECREASED
Shares1,285 from 32,044
Change-30,759 (-96%)
Value$390.8K (-$10.4M)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,285 from 1,408
Change-123 (-9%)
Value$390.7K (-$85.7K)
Filed 2026-10-09
Shum Financial Group, Inc.
INCREASED
Shares1,282 from 1,279
Change+3 (+0%)
Value$389.9K (-$42.8K)
Filed 2026-10-13
Five Oceans Advisors
DECREASED
Shares1,280 from 1,366
Change-86 (-6%)
Value$389.2K (-$72.8K)
Filed 2026-10-22
4J Wealth Management LLC
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$388.6K (-$43.6K)
Filed 2026-11-02
First Financial Bank - Trust Division
UNCHANGED
Shares1,274 from 1,274
Change0 (0%)
Value$387.4K (-$43.5K)
Filed 2026-10-01
Summit Asset Management, LLC
INCREASED
Shares1,272 from 1,265
Change+7 (+1%)
Value$386.8K (-$41.1K)
Filed 2026-11-05
ETF Portfolio Partners, Inc.
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$385.9K (-$43.3K)
Filed 2026-10-22
E&G Advisors, LLC
DECREASED
Shares1,268 from 1,273
Change-5 (0%)
Value$385.6K (-$45.0K)
Filed 2026-10-13
Merrion Investment Management Co, LLC
UNCHANGED
Shares1,266 from 1,266
Change0 (0%)
Value$385.0K (-$43.2K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
DECREASED
Shares1,264 from 2,264
Change-1,000 (-44%)
Value$384.4K (-$381.4K)
Filed 2026-10-13
Burton Enright Welch
DECREASED
Shares1,260 from 1,261
Change-1 (0%)
Value$383.2K (-$43.4K)
Filed 2026-11-04
Fagan Associates, Inc.
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$383.2K (-$43.0K)
Filed 2026-10-13
Invera Wealth Advisors, LLC
INCREASED
Shares1,252 from 1,140
Change+112 (+10%)
Value$380.7K (-$4.9K)
Filed 2026-10-28
Pines Wealth Management, LLC
DECREASED
Shares1,249 from 1,355
Change-106 (-8%)
Value$380.0K (-$78.3K)
Filed 2026-10-21
Uptown Financial Advisors LLC
INCREASED
Shares1,246 from 1,127
Change+119 (+11%)
Value$378.9K (-$2.3K)
Filed 2026-10-15
Monument Capital Management
INCREASED
Shares1,244 from 1,124
Change+120 (+11%)
Value$378.4K (-$1.9K)
Filed 2026-10-09
Avail Investment Partners, LLC
INCREASED
Shares1,243 from 1,216
Change+27 (+2%)
Value$378.1K (-$33.3K)
Filed 2026-10-16
Omega Financial Group, LLC
INCREASED
Shares1,241 from 1,200
Change+41 (+3%)
Value$377.4K (-$28.5K)
Filed 2026-10-29
Blue Square Asset Management, LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$377.1K (-$42.3K)
Filed 2026-11-02
Woodward Diversified Capital, LLC
INCREASED
Shares1,239 from 1,153
Change+86 (+7%)
Value$376.9K (-$13.2K)
Filed 2026-10-21
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares1,231 from 1,151
Change+80 (+7%)
Value$374.4K (-$14.9K)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,221 from 1,229
Change-8 (-1%)
Value$371.3K (-$44.4K)
Filed 2026-10-23
Essex Investment Management Co LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$370.7K (-$41.6K)
Filed 2026-10-19
Carter Financial Group, Inc.
DECREASED
Shares1,218 from 1,296
Change-78 (-6%)
Value$370.3K (-$68.2K)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED
Shares1,216 from 1,193
Change+23 (+2%)
Value$369.8K (-$33.7K)
Filed 2026-10-16
Shepherd Street Advisors LLC
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$374.7K (-$61.1K)
Filed 2026-10-21
Firestone Capital Management
UNCHANGED
Shares1,215 from 1,215
Change0 (0%)
Value$369.5K (-$41.5K)
Filed 2026-11-03
WBI Investments, LLC
DECREASED
Shares1,212 from 10,017
Change-8,805 (-88%)
Value$368.7K (-$3.0M)
Filed 2026-11-05
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$367.0K (-$41.2K)
Filed 2026-10-07
Cornerstone Advisory, LLC
INCREASED
Shares1,204 from 1,161
Change+43 (+4%)
Value$366.1K (-$26.5K)
Filed 2026-11-06
EdgeRock Capital LLC
INCREASED
Shares1,204 from 1,175
Change+29 (+2%)
Value$366.1K (-$31.3K)
Filed 2026-11-03
TrustBank
DECREASED
Shares1,200 from 1,310
Change-110 (-8%)
Value$364.9K (-$78.2K)
Filed 2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$364.9K (-$41.0K)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$364.9K (-$41.0K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED
Shares1,199 from 1,225
Change-26 (-2%)
Value$364.6K (-$49.7K)
Filed 2026-10-19
Garner Asset Management Corp
DECREASED
Shares1,196 from 1,204
Change-8 (-1%)
Value$376.8K (-$30.4K)
Filed 2026-10-30
Kitching Partners, LLC
INCREASED
Shares1,195 from 1,193
Change+2 (+0%)
Value$363.3K (-$40.2K)
Filed 2026-11-02
Opinicus Capital, Inc.
DECREASED
Shares1,187 from 1,191
Change-4 (0%)
Value$360.8K (-$42.1K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares1,185 from 1,316
Change-131 (-10%)
Value$360.3K (-$84.7K)
Filed 2026-10-19
Reflection Asset Management
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$359.9K (-$40.4K)
Filed 2026-10-28
Worth Financial Advisory Group, LLC
INCREASED
Shares1,182 from 1,167
Change+15 (+1%)
Value$359.5K (-$35.3K)
Filed 2026-10-19
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$399.5K ($0)
Filed 2026-10-16
New Covenant Trust Company, N.A.
INCREASED
Shares1,175 from 1,033
Change+142 (+14%)
Value$357.3K (+$7.9K)
Filed 2026-10-08
Montgomery Investment Management Inc
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$357.3K (-$40.1K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares1,171 from 965
Change+206 (+21%)
Value$356.2K (+$29.7K)
Filed 2026-10-13
Vista Capital Partners, Inc.
INCREASED
Shares1,171 from 1,046
Change+125 (+12%)
Value$356.1K (+$2.3K)
Filed 2026-11-06
Curated Wealth Partners LLC
NEW
Shares1,166
Change+1,166
Value$354.6K
Filed 2026-10-15
Earned Wealth Advisors, LLC
INCREASED
Shares1,165 from 1,004
Change+161 (+16%)
Value$354.1K (+$14.5K)
Filed 2026-11-06
Owl Creek Wealth Partners LLC
INCREASED
Shares1,163 from 1,160
Change+3 (+0%)
Value$353.8K (-$38.7K)
Filed 2026-10-20
Ehrlich Financial Group
INCREASED
Shares1,159 from 1,143
Change+16 (+1%)
Value$352.5K (-$34.2K)
Filed 2026-10-20
ProCore Advisors, LLC
DECREASED
Shares1,158 from 1,245
Change-87 (-7%)
Value$352.3K (-$68.9K)
Filed 2026-10-14
Means Investment Co., Inc.
INCREASED
Shares1,158 from 1,155
Change+3 (+0%)
Value$352.3K (-$38.5K)
Filed 2026-11-03
SkyOak Wealth, LLC
INCREASED
Shares1,155 from 755
Change+400 (+53%)
Value$351.2K (+$95.9K)
Filed 2026-10-28
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,155 from 1,153
Change+2 (+0%)
Value$351.2K (-$38.8K)
Filed 2026-10-09
Mainstream Capital Management LLC
DECREASED
Shares1,154 from 1,259
Change-105 (-8%)
Value$350.9K (-$74.9K)
Filed 2026-10-23
Green Ridge Wealth Planning LLC
DECREASED
Shares1,154 from 1,227
Change-73 (-6%)
Value$350.9K (-$64.1K)
Filed 2026-10-08
Northwest Wealth Management, LLC
INCREASED
Shares1,152 from 1,148
Change+4 (+0%)
Value$350.3K (-$38.0K)
Filed 2026-10-30
Regent Peak Wealth Advisors LLC
DECREASED
Shares1,151 from 1,197
Change-46 (-4%)
Value$350.0K (-$54.9K)
Filed 2026-10-13
Triglav Investments, D.O.O.
NEW
Shares1,150
Change+1,150
Value$349.7K
Filed 2026-11-06
Park Capital Management, LLC / WI
INCREASED
Shares1,146 from 1,049
Change+97 (+9%)
Value$348.6K (-$6.3K)
Filed 2026-10-13
Samalin Investment Counsel, LLC
INCREASED
Shares1,141 from 1,138
Change+3 (+0%)
Value$346.9K (-$38.1K)
Filed 2026-10-23
Austin Wealth Management, LLC
DECREASED
Shares1,140 from 1,145
Change-5 (0%)
Value$351.2K (-$55.6K)
Filed 2026-11-06
Westside Investment Management, Inc.
INCREASED
Shares1,139 from 939
Change+200 (+21%)
Value$346.1K (+$28.5K)
Filed 2026-11-02
James J. Burns & Company, LLC
DECREASED
Shares1,138 from 1,153
Change-15 (-1%)
Value$346.0K (-$43.9K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares1,135 from 1,099
Change+36 (+3%)
Value$345.2K (-$26.6K)
Filed 2026-10-14
Solidarity Wealth, LLC
DECREASED
Shares1,131 from 1,191
Change-60 (-5%)
Value$343.9K (-$58.9K)
Filed 2026-10-15
Eurizon SLJ Capital Ltd
INCREASED
Shares1,129 from 1,078
Change+51 (+5%)
Value$343.3K (-$21.3K)
Filed 2026-11-06
Shepherd Financial Partners LLC
INCREASED
Shares1,127 from 1,101
Change+26 (+2%)
Value$342.7K (-$29.7K)
Filed 2026-11-03
Abacus Planning Group, Inc.
DECREASED
Shares1,125 from 1,128
Change-3 (0%)
Value$342.1K (-$39.4K)
Filed 2026-11-02
First Command Advisory Services, Inc.
DECREASED
Shares1,116 from 4,672
Change-3,556 (-76%)
Value$339.4K (-$1.2M)
Filed 2026-11-05
Fiduciary Financial Group, LLC
NEW
Shares1,115
Change+1,115
Value$339.1K
Filed 2026-10-13
Nadler Financial Group, Inc.
DECREASED
Shares1,115 from 1,281
Change-166 (-13%)
Value$339.1K (-$94.2K)
Filed 2026-10-23
JB Capital LLC
INCREASED
Shares1,111 from 1,097
Change+14 (+1%)
Value$337.8K (-$33.4K)
Filed 2026-10-19
Black Diamond Financial, LLC
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$337.2K (-$37.9K)
Filed 2026-10-26
Heartwood Wealth Advisors LLC
INCREASED
Shares1,106 from 992
Change+114 (+11%)
Value$336.3K (+$791)
Filed 2026-10-05
Aurora Private Wealth, Inc.
DECREASED
Shares1,106 from 1,196
Change-90 (-8%)
Value$336.0K (-$68.0K)
Filed 2026-10-20
Sunbeam Capital Management, LLC
DECREASED
Shares1,100 from 1,223
Change-123 (-10%)
Value$334.4K (-$79.1K)
Filed 2026-11-05
GAM Holding AG
DECREASED
Shares1,099 from 1,166
Change-67 (-6%)
Value$334.2K (-$60.2K)
Filed 2026-11-03
Guyasuta Investment Advisors Inc
INCREASED
Shares1,098 from 1,089
Change+9 (+1%)
Value$333.9K (-$34.5K)
Filed 2026-10-15
D'Orazio & Associates, Inc.
DECREASED
Shares1,098 from 1,103
Change-5 (0%)
Value$334.0K (-$39.2K)
Filed 2026-11-04
One Day In July LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$332.1K (-$37.3K)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
DECREASED
Shares1,086 from 1,202
Change-116 (-10%)
Value$330.3K (-$76.3K)
Filed 2026-10-22
Cowa, LLC
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$329.9K (-$37.1K)
Filed 2026-10-30
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$326.9K (-$36.7K)
Filed 2026-10-28
Paragon Capital Management Ltd
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$326.6K (-$36.7K)
Filed 2026-10-09
Manchester Financial Inc
DECREASED
Shares1,072 from 1,116
Change-44 (-4%)
Value$325.9K (-$51.5K)
Filed 2026-10-15
Middleton & Co Inc
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$325.4K (-$36.5K)
Filed 2026-10-23
CRA Financial Services, LLC
INCREASED
Shares1,066 from 1,047
Change+19 (+2%)
Value$324.3K (-$29.9K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
INCREASED
Shares1,065 from 1,005
Change+60 (+6%)
Value$324.3K (-$29.4K)
Filed 2026-10-19
Trust Co of the South
DECREASED
Shares1,064 from 1,259
Change-195 (-15%)
Value$323.6K (-$102.3K)
Filed 2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares1,056 from 1,827
Change-771 (-42%)
Value$321.2K (-$296.6K)
Filed 2026-10-14
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$321.0K (-$36.0K)
Filed 2026-10-29
Sharkey, Howes & Javer
INCREASED
Shares1,054 from 1,047
Change+7 (+1%)
Value$320.6K (-$33.6K)
Filed 2026-10-22
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$318.0K (-$36.0K)
Filed 2026-10-27
Advisors Management Group Inc
DECREASED
Shares1,045 from 1,048
Change-3 (0%)
Value$317.0K (-$37.0K)
Filed 2026-11-05
XXI Wealth, LLC
INCREASED
Shares1,044 from 986
Change+58 (+6%)
Value$317.5K (-$16.0K)
Filed 2026-10-22
Formidable Asset Management, LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$353.1K (+$37.3K)
Filed 2026-11-03
Aspetuck Financial Management LLC
DECREASED
Shares1,040 from 1,065
Change-25 (-2%)
Value$316.3K (-$44.0K)
Filed 2026-11-04
Kaizen Financial Strategies
DECREASED
Shares1,036 from 1,226
Change-190 (-15%)
Value$315.0K (-$111.6K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares1,036 from 929
Change+107 (+12%)
Value$315.1K (+$615)
Filed 2026-10-29
Semus Wealth Partners LLC
INCREASED
Shares1,034 from 636
Change+398 (+63%)
Value$314.5K (+$99.4K)
Filed 2026-10-22
Colton Groome Financial Advisors, LLC
INCREASED
Shares1,030 from 1,029
Change+1 (+0%)
Value$313.1K (-$34.9K)
Filed 2026-10-06
Wolff Wiese Magana LLC
DECREASED
Shares1,029 from 1,068
Change-39 (-4%)
Value$312.9K (-$48.3K)
Filed 2026-10-15
Ejmk Ventures LLC
DECREASED
Shares1,029 from 1,039
Change-10 (-1%)
Value$313.0K (-$38.5K)
Filed 2026-10-21
First Premier Bank
INCREASED
Shares1,026 from 1,006
Change+20 (+2%)
Value$312.0K (-$28.0K)
Filed 2026-10-13
Summa Corp.
INCREASED
Shares1,023 from 600
Change+423 (+71%)
Value$311.1K (+$108.1K)
Filed 2026-10-30
FAI Advisors, Inc.
INCREASED
Shares1,023 from 1,012
Change+11 (+1%)
Value$311.1K (-$31.2K)
Filed 2026-10-27
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$345.0K ($0)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares1,018 from 1,008
Change+10 (+1%)
Value$309.5K (-$31.4K)
Filed 2026-10-29
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares1,018 from 1,015
Change+3 (+0%)
Value$309.6K (-$33.8K)
Filed 2026-10-29
Bestgate Wealth Advisors, LLC
INCREASED
Shares1,016 from 988
Change+28 (+3%)
Value$309.0K (-$25.2K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares1,015 from 1,090
Change-75 (-7%)
Value$308.7K (-$60.1K)
Filed 2026-10-16
WT Wealth Management
INCREASED
Shares1,014 from 923
Change+91 (+10%)
Value$308.2K (-$4.0K)
Filed 2026-10-13
Wealth Management Partners, LLC
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$308.6K (-$34.7K)
Filed 2026-10-21
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$307.0K (-$35.0K)
Filed 2026-11-04
AGH Wealth Advisors, LLC
DECREASED
Shares1,010 from 1,018
Change-8 (-1%)
Value$307.1K (-$37.2K)
Filed 2026-10-26
Partnership Wealth Management, LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$307.1K (-$34.5K)
Filed 2026-10-05
Allen Capital Group, LLC
INCREASED
Shares1,007 from 989
Change+18 (+2%)
Value$306.2K (-$28.3K)
Filed 2026-10-27
Basso Capital Management, L.P.
INCREASED
Shares1,003 from 1,001
Change+2 (+0%)
Value$305.0K (-$33.6K)
Filed 2026-10-30
Avantra Family Wealth, Inc.
DECREASED
Shares1,002 from 1,006
Change-4 (0%)
Value$304.7K (-$35.6K)
Filed 2026-10-20
BNC Wealth Management, LLC
DECREASED
Shares1,000 from 17,145
Change-16,145 (-94%)
Value$304.0K (-$5.5M)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$304.1K (-$34.2K)
Filed 2026-10-26
Marks Group Wealth Management, Inc
INCREASED
Shares998 from 877
Change+121 (+14%)
Value$303.5K (+$7.0K)
Filed 2026-11-05
Redmond Asset Management, LLC
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$303.5K (-$34.1K)
Filed 2026-10-27
Nikulski Financial, Inc.
DECREASED
Shares997 from 1,052
Change-55 (-5%)
Value$303.2K (-$52.7K)
Filed 2026-11-06
Accel Wealth Management
DECREASED
Shares995 from 1,009
Change-14 (-1%)
Value$302.5K (-$38.7K)
Filed 2026-10-13
IPG Investment Advisors LLC
DECREASED
Shares994 from 1,003
Change-9 (-1%)
Value$302.3K (-$37.0K)
Filed 2026-10-30
Narus Financial Partners, LLC
INCREASED
Shares993 from 975
Change+18 (+2%)
Value$302.0K (-$27.8K)
Filed 2026-10-19
Baron Wealth Management LLC
DECREASED
Shares992 from 1,007
Change-15 (-1%)
Value$301.8K (-$38.9K)
Filed 2026-10-27
Center For Asset Management LLC
INCREASED
Shares987 from 851
Change+136 (+16%)
Value$300.1K (+$12.5K)
Filed 2026-10-16
Veery Capital, LLC
DECREASED
Shares986 from 988
Change-2 (0%)
Value$299.8K (-$34.3K)
Filed 2026-10-07
Langley Wealth Management, LLC
DECREASED
Shares985 from 1,087
Change-102 (-9%)
Value$299.7K (-$68.0K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
INCREASED
Shares981 from 975
Change+6 (+1%)
Value$298.3K (-$31.5K)
Filed 2026-11-03
NavPoint Financial, Inc.
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$298.3K (-$33.5K)
Filed 2026-10-21
Occidental Asset Management, LLC
INCREASED
Shares979 from 648
Change+331 (+51%)
Value$297.7K (+$78.5K)
Filed 2026-11-05
Royal Fund Management, LLC
DECREASED
Shares977 from 987
Change-10 (-1%)
Value$297.2K (-$36.9K)
Filed 2026-10-22
Ariadne Wealth Management, LP
INCREASED
Shares972 from 729
Change+243 (+33%)
Value$295.6K (+$49.0K)
Filed 2026-11-06
Godsey & Gibb, Inc
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$295.6K (-$33.2K)
Filed 2026-10-14
North Berkeley Wealth Management, LLC
INCREASED
Shares971 from 906
Change+65 (+7%)
Value$295.3K (-$11.2K)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED
Shares967 from 768
Change+199 (+26%)
Value$294.1K (+$34.3K)
Filed 2026-10-22
Acima Private Wealth, LLC
DECREASED
Shares966 from 1,056
Change-90 (-9%)
Value$293.8K (-$63.4K)
Filed 2026-10-05
University of Texas S AM Investment Management Co
INCREASED
Shares965 from 843
Change+122 (+14%)
Value$293.5K (+$8.3K)
Filed 2026-11-03
Convergence Investment Partners, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$293.2K (-$32.9K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED
Shares961 from 850
Change+111 (+13%)
Value$292.4K (+$4.7K)
Filed 2026-10-13
Harbor Group, Inc.
INCREASED
Shares948 from 945
Change+3 (+0%)
Value$288.3K (-$31.5K)
Filed 2026-10-14
Corps Capital Advisors, LLC
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$288.3K (-$32.4K)
Filed 2026-11-05
Bennett Selby Investments LP
INCREASED
Shares947 from 648
Change+299 (+46%)
Value$288.0K (+$68.8K)
Filed 2026-10-19
Cypress Point Wealth Management, LLC
INCREASED
Shares945 from 825
Change+120 (+15%)
Value$287.4K (+$8.3K)
Filed 2026-11-03
JGP Wealth Management, LLC
INCREASED
Shares941 from 934
Change+7 (+1%)
Value$286.2K (-$29.8K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares935 from 906
Change+29 (+3%)
Value$302.7K (-$2.3K)
Filed 2026-11-02
Durante & Waters, LLC
NEW
Shares925
Change+925
Value$281.3K
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares925 from 810
Change+115 (+14%)
Value$281.4K (+$7.4K)
Filed 2026-11-05
Strid Group, LLC
INCREASED
Shares924 from 885
Change+39 (+4%)
Value$280.9K (-$18.3K)
Filed 2026-10-28
Kessler Investment Group, LLC
DECREASED
Shares924 from 931
Change-7 (-1%)
Value$281.0K (-$33.9K)
Filed 2026-10-08
Retirement Planning Co of New England, Inc.
INCREASED
Shares921 from 920
Change+1 (+0%)
Value$280.2K (-$30.9K)
Filed 2026-10-15
Ackerman Capital Advisors, LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$279.8K (-$31.4K)
Filed 2026-10-30
Wedge Capital Management L L P
INCREASED
Shares919 from 872
Change+47 (+5%)
Value$279.5K (-$15.5K)
Filed 2026-10-13
CJM Wealth Advisers, Ltd.
UNCHANGED
Shares919 from 919
Change0 (0%)
Value$279.5K (-$31.4K)
Filed 2026-10-27
Sunpointe, LLC
DECREASED
Shares918 from 943
Change-25 (-3%)
Value$279.2K (-$39.8K)
Filed 2026-10-22
Stephenson & Company, Inc.
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$279.2K (-$31.4K)
Filed 2026-10-30
Nautilus Advisors LLC
INCREASED
Shares917 from 720
Change+197 (+27%)
Value$279.0K (+$26.5K)
Filed 2026-10-07
Prosperity Financial Group, Inc.
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$278.9K (-$31.5K)
Filed 2026-10-29
Argos Wealth Advisors, LLC
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$278.3K (-$31.2K)
Filed 2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$277.6K (-$31.2K)
Filed 2026-10-27
Meadow Creek Wealth Advisors LLC
DECREASED
Shares912 from 1,195
Change-283 (-24%)
Value$277.3K (-$126.9K)
Filed 2026-11-02
Vista Investment Partners LLC
INCREASED
Shares910 from 909
Change+1 (+0%)
Value$276.7K (-$30.7K)
Filed 2026-10-08
Kellett Wealth Advisors, LLC
INCREASED
Shares908 from 907
Change+1 (+0%)
Value$276.2K (-$30.7K)
Filed 2026-10-15
Orca Wealth Management, LLC
INCREASED
Shares903 from 902
Change+1 (+0%)
Value$274.6K (-$30.4K)
Filed 2026-10-14
Syverson Strege & Co
DECREASED
Shares902 from 921
Change-19 (-2%)
Value$274.3K (-$37.2K)
Filed 2026-11-02
Financial Consulate, Inc
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$274.4K (-$30.8K)
Filed 2026-10-23
Barlow Wealth Partners, LLC
INCREASED
Shares900 from 896
Change+4 (+0%)
Value$274.1K (-$27.3K)
Filed 2026-10-15
Talbot Financial, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$273.7K (-$30.7K)
Filed 2026-10-19
Peck Wealth Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$273.7K (-$30.7K)
Filed 2026-10-29
Saxony Capital Management, LLC
INCREASED
Shares897 from 872
Change+25 (+3%)
Value$272.7K (-$22.2K)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
DECREASED
Shares897 from 907
Change-10 (-1%)
Value$272.8K (-$34.0K)
Filed 2026-11-03
AWM Capital, LLC
INCREASED
Shares894 from 675
Change+219 (+32%)
Value$271.9K (+$43.7K)
Filed 2026-10-16
EPG Wealth Management LLC
DECREASED
Shares894 from 975
Change-81 (-8%)
Value$271.9K (-$57.9K)
Filed 2026-11-03
Sterling Investment Counsel, LLC
DECREASED
Shares894 from 902
Change-8 (-1%)
Value$271.9K (-$33.1K)
Filed 2026-10-19
Omnitrust Wealth Management, Inc
NEW
Shares892
Change+892
Value$271.3K
Filed 2026-11-02
Good Steward Wealth Advisors,LLC
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$271.3K (-$30.5K)
Filed 2026-11-06
Jacobsen Capital Management
DECREASED
Shares890 from 916
Change-26 (-3%)
Value$270.6K (-$39.2K)
Filed 2026-10-27
General Partner, Inc.
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$269.4K (-$30.3K)
Filed 2026-10-05
Smart Wealth LLC
DECREASED
Shares884 from 885
Change-1 (0%)
Value$268.7K (-$30.6K)
Filed 2026-11-04
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares882 from 886
Change-4 (0%)
Value$268.2K (-$31.5K)
Filed 2026-11-05
Almanack Investment Partners, Llc.
NEW
Shares881
Change+881
Value$267.9K
Filed 2026-11-03
LeConte Wealth Management, LLC
INCREASED
Shares881 from 775
Change+106 (+14%)
Value$267.9K (+$5.8K)
Filed 2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares880 from 853
Change+27 (+3%)
Value$267.6K (-$20.9K)
Filed 2026-10-27
City Center Advisors, LLC
DECREASED
Shares878 from 894
Change-16 (-2%)
Value$267.0K (-$35.4K)
Filed 2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$266.7K (-$30.0K)
Filed 2026-10-28
Grey Ledge Advisors, LLC
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$265.7K (-$29.8K)
Filed 2026-11-02
Redwood Financial Network Corp
INCREASED
Shares868 from 867
Change+1 (+0%)
Value$264.1K (-$29.2K)
Filed 2026-11-03
Hengehold Capital Management LLC
INCREASED
Shares864 from 857
Change+7 (+1%)
Value$262.7K (-$27.2K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares861 from 1,020
Change-159 (-16%)
Value$261.8K (-$83.2K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares858 from 345
Change+513 (+149%)
Value$261.1K (+$144.2K)
Filed 2026-10-16
Woodward Financial Advisors, Inc.
INCREASED
Shares858 from 817
Change+41 (+5%)
Value$260.9K (-$15.4K)
Filed 2026-10-19
TFC Financial Management, Inc.
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$260.2K (-$29.2K)
Filed 2026-10-26
Commonwealth Financial Services, LLC
DECREASED
Shares854 from 986
Change-132 (-13%)
Value$259.7K (-$73.8K)
Filed 2026-10-20
Eagle Bay Advisors LLC
INCREASED
Shares854 from 754
Change+100 (+13%)
Value$259.6K (+$4.7K)
Filed 2026-10-16
Insight Wealth Strategies, LLC
DECREASED
Shares851 from 1,029
Change-178 (-17%)
Value$258.7K (-$99.4K)
Filed 2026-10-09
Asset One Wealth Management LLC
NEW
Shares848
Change+848
Value$257.9K
Filed 2026-11-02
MBA Advisors LLC
INCREASED
Shares847 from 717
Change+130 (+18%)
Value$257.6K (+$15.0K)
Filed 2026-10-29
Genesis Private Wealth, LLC
DECREASED
Shares847 from 849
Change-2 (0%)
Value$257.6K (-$29.6K)
Filed 2026-11-02
Broadway Wealth Solutions, Inc.
DECREASED
Shares843 from 845
Change-2 (0%)
Value$256.4K (-$29.5K)
Filed 2026-10-21
Coquina Private Wealth LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$255.4K (-$28.7K)
Filed 2026-10-27
Financial Council, LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$254.8K (-$28.6K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
DECREASED
Shares837 from 838
Change-1 (0%)
Value$254.5K (-$28.9K)
Filed 2026-10-22
Iron Financial LLC
INCREASED
Shares837 from 836
Change+1 (+0%)
Value$254.6K (-$28.3K)
Filed 2026-10-23
Laurion Capital Management LP
NEW
Shares836
Change+836
Value$254.2K
Filed 2026-10-30
Weatherly Asset Management L. P.
INCREASED
Shares836 from 830
Change+6 (+1%)
Value$254.3K (-$26.5K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED
Shares835 from 831
Change+4 (+0%)
Value$253.9K (-$27.2K)
Filed 2026-11-04
James T. Borello RIA
DECREASED
Shares833 from 863
Change-30 (-3%)
Value$253.2K (-$38.6K)
Filed 2026-10-16
Renasant Bank
INCREASED
Shares833 from 828
Change+5 (+1%)
Value$253.3K (-$26.8K)
Filed 2026-11-05
TSG Advice Partners, LLC
NEW
Shares832
Change+832
Value$281.5K
Filed 2026-10-29
Hopwood Financial Services, Inc.
DECREASED
Shares832 from 852
Change-20 (-2%)
Value$253.0K (-$35.2K)
Filed 2026-10-29
EagleClaw Capital Managment, LLC
NEW
Shares826
Change+826
Value$251.2K
Filed 2026-11-06
Lantz Financial LLC
INCREASED
Shares824 from 816
Change+8 (+1%)
Value$250.6K (-$25.4K)
Filed 2026-10-15
Willner & Heller, LLC
DECREASED
Shares818 from 831
Change-13 (-2%)
Value$248.7K (-$32.3K)
Filed 2026-10-28
Parkway Wealth Management Group, LLC
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$248.5K (-$27.9K)
Filed 2026-10-20
AM Investment Strategies LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$248.0K (-$28.0K)
Filed 2026-11-05
Shrier Wealth Management, LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$247.2K (-$27.8K)
Filed 2026-10-20
Nolet Wealth Management, LLC
INCREASED
Shares810 from 768
Change+42 (+5%)
Value$246.4K (-$13.5K)
Filed 2026-10-15
Blue Fin Capital, Inc.
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$245.7K (-$27.6K)
Filed 2026-10-28
Hoge Financial Services, LLC
DECREASED
Shares806 from 818
Change-12 (-1%)
Value$245.1K (-$31.7K)
Filed 2026-11-05
Mogy Joel R Investment Counsel Inc
NEW
Shares805
Change+805
Value$244.8K
Filed 2026-10-13
TrinityBridge Ltd
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$244.0K (-$27.0K)
Filed 2026-10-30
Old Second National Bank of Aurora
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$243.3K (-$27.3K)
Filed 2026-10-22
Perryman Financial Advisory Inc
DECREASED
Shares798 from 852
Change-54 (-6%)
Value$242.6K (-$45.7K)
Filed 2026-10-16
Warren Street Wealth Advisors, LLC
INCREASED
Shares796 from 602
Change+194 (+32%)
Value$242.1K (+$38.5K)
Filed 2026-11-04
Peachtree Investment Partners, LLC
DECREASED
Shares795 from 842
Change-47 (-6%)
Value$241.6K (-$43.1K)
Filed 2026-11-05
DLK Investment Management, LLC
NEW
Shares794
Change+794
Value$241.5K
Filed 2026-10-09
DeDora Capital, Inc.
DECREASED
Shares794 from 802
Change-8 (-1%)
Value$241.5K (-$29.8K)
Filed 2026-10-26
Consilium Wealth Advisory, LLC
INCREASED
Shares793 from 758
Change+35 (+5%)
Value$241.2K (-$15.2K)
Filed 2026-10-14
Horst & Graben Wealth Management LLC
INCREASED
Shares793 from 791
Change+2 (+0%)
Value$241.1K (-$34.1K)
Filed 2026-11-02
Ariston Services Group
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$240.8K (-$27.0K)
Filed 2026-10-16
Legacy Financial Group, Inc.
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$240.8K (-$27.0K)
Filed 2026-10-21
Motive Wealth Advisors
INCREASED
Shares789 from 782
Change+7 (+1%)
Value$239.9K (-$24.6K)
Filed 2026-10-26
Foster Victor Wealth Advisors, LLC
INCREASED
Shares788 from 771
Change+17 (+2%)
Value$249.4K (-$24.3K)
Filed 2026-10-21
apricus wealth, LLC
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$239.3K (-$26.9K)
Filed 2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares784 from 1,077
Change-293 (-27%)
Value$238.4K (-$125.9K)
Filed 2026-10-13
Chickasaw Capital Management LLC
DECREASED
Shares784 from 905
Change-121 (-13%)
Value$238.4K (-$67.6K)
Filed 2026-10-08
Canvas Wealth Advisors, LLC
DECREASED
Shares783 from 1,604
Change-821 (-51%)
Value$253.5K (-$289.1K)
Filed 2026-11-02
Bellecapital International Ltd.
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$238.1K (-$26.7K)
Filed 2026-10-21
Ascent Wealth Partners, LLC
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$237.8K (-$26.7K)
Filed 2026-10-23
PVG Asset Management Corp
UNCHANGED
Shares781 from 781
Change0 (0%)
Value$237.5K (-$26.7K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
INCREASED
Shares780 from 766
Change+14 (+2%)
Value$237.2K (-$21.8K)
Filed 2026-10-28
Polaris Financial Partners
NEW
Shares778
Change+778
Value$238
Filed 2026-10-02
New England Capital Financial Advisors LLC
INCREASED
Shares777 from 775
Change+2 (+0%)
Value$236.2K (-$26.0K)
Filed 2026-11-03
Live Oak Private Wealth LLC
INCREASED
Shares775 from 765
Change+10 (+1%)
Value$235.7K (-$23.1K)
Filed 2026-11-02
Navigate Wealth Management, LLC
INCREASED
Shares774 from 770
Change+4 (+1%)
Value$238.5K (-$35.1K)
Filed 2026-10-14
Arlington Trust Co LLC
INCREASED
Shares773 from 607
Change+166 (+27%)
Value$235.1K (+$29.8K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$233.5K (-$35.5K)
Filed 2026-10-13
Unique Wealth Strategies, LLC
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$261.4K ($0)
Filed 2026-10-13
Wealth Management Nebraska
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$233.5K (-$26.2K)
Filed 2026-10-26
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$233.5K (-$26.2K)
Filed 2026-11-02
Park Edge Advisors, LLC
INCREASED
Shares764 from 722
Change+42 (+6%)
Value$232.4K (-$11.9K)
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$231.2K (-$35.2K)
Filed 2026-10-08
RAM Investment Partners, LLC
INCREASED
Shares759 from 737
Change+22 (+3%)
Value$230.9K (-$18.5K)
Filed 2026-10-21
Kestra Investment Management, LLC
DECREASED
Shares752 from 943
Change-191 (-20%)
Value$228.6K (-$90.3K)
Filed 2026-11-04
Tillman Hartley LLC
DECREASED
Shares749 from 770
Change-21 (-3%)
Value$227.8K (-$32.7K)
Filed 2026-11-06
Collaborative Fund Advisors, LLC
DECREASED
Shares748 from 816
Change-68 (-8%)
Value$227.5K (-$48.5K)
Filed 2026-11-02
Clarity Wealth Advisors, LLC
DECREASED
Shares748 from 763
Change-15 (-2%)
Value$227.6K (-$30.6K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares745 from 729
Change+16 (+2%)
Value$226.7K (-$19.9K)
Filed 2026-10-16
Correct Capital Wealth Management
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$226.6K (-$25.4K)
Filed 2026-11-02
Gradient Capital Advisors, LLC
INCREASED
Shares744 from 697
Change+47 (+7%)
Value$226.3K (-$9.5K)
Filed 2026-10-21
Values Added Financial LLC
DECREASED
Shares744 from 774
Change-30 (-4%)
Value$226.3K (-$35.6K)
Filed 2026-10-28
BigSur Wealth Management LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$226.3K (-$25.4K)
Filed 2026-10-13
Tuttle Capital Management, LLC
NEW
Shares742
Change+742
Value$225.6K
Filed 2026-10-21
Traynor Capital Management, Inc.
INCREASED
Shares742 from 700
Change+42 (+6%)
Value$225.5K (-$11.1K)
Filed 2026-10-29
MSH Capital Advisors LLC
INCREASED
Shares740 from 699
Change+41 (+6%)
Value$225.0K (-$11.4K)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
DECREASED
Shares735 from 755
Change-20 (-3%)
Value$223.5K (-$31.9K)
Filed 2026-10-29
Arch Global Advisors, LLC
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$222.6K (-$25.0K)
Filed 2026-10-23
Wedgewood Investors Inc
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$222.3K (-$25.0K)
Filed 2026-10-28
Innovative Advisory Group, LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$219.8K (-$24.7K)
Filed 2026-10-13
FDx Advisors, Inc.
DECREASED
Shares722 from 855
Change-133 (-16%)
Value$220.0K (-$69.0K)
Filed 2026-11-05
Atwater Malick LLC
DECREASED
Shares722 from 801
Change-79 (-10%)
Value$219.6K (-$51.4K)
Filed 2026-10-15
Aviso Wealth Management
DECREASED
Shares718 from 736
Change-18 (-2%)
Value$218.4K (-$30.6K)
Filed 2026-11-04
Slocum, Gordon & Co LLP
UNCHANGED
Shares718 from 718
Change0 (0%)
Value$218.3K (-$24.5K)
Filed 2026-10-19
First City Capital Management, Inc.
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$217.4K (-$24.4K)
Filed 2026-10-27
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$223.9K (-$17.6K)
Filed 2026-10-22
PFS Partners, LLC
INCREASED
Shares713 from 712
Change+1 (+0%)
Value$216.9K (-$23.8K)
Filed 2026-10-21
Rothwell Investment Advisors, LLC
NEW
Shares711
Change+711
Value$216.3K
Filed 2026-11-06
Clark Asset Management, LLC
DECREASED
Shares707 from 1,027
Change-320 (-31%)
Value$215.0K (-$132.5K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED
Shares706 from 721
Change-15 (-2%)
Value$214.8K (-$29.0K)
Filed 2026-10-26
Deseret Mutual Benefit Administrators
DECREASED
Shares705 from 739
Change-34 (-5%)
Value$214.4K (-$35.6K)
Filed 2026-11-04
Manske Wealth Management
DECREASED
Shares704 from 747
Change-43 (-6%)
Value$214.1K (-$38.6K)
Filed 2026-10-26
Gilliland Jeter Wealth Management LLC
INCREASED
Shares704 from 687
Change+17 (+2%)
Value$214.0K (-$18.3K)
Filed 2026-10-28
Rakuten Securities, Inc.
INCREASED
Shares701 from 165
Change+536 (+325%)
Value$213.2K (+$157.4K)
Filed 2026-11-02
Burns Matteson Capital Management, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$212.9K (-$23.9K)
Filed 2026-10-16
Wealth Dimensions Group, Ltd.
INCREASED
Shares699 from 672
Change+27 (+4%)
Value$212.6K (-$14.7K)
Filed 2026-11-02
Rainier Family Wealth Inc
DECREASED
Shares699 from 701
Change-2 (0%)
Value$212.6K (-$24.5K)
Filed 2026-11-02
Northern Lights Advisors, Inc.
DECREASED
Shares698 from 715
Change-17 (-2%)
Value$212.3K (-$29.6K)
Filed 2026-10-21
Fusion Capital, LLC
DECREASED
Shares696 from 725
Change-29 (-4%)
Value$211.7K (-$33.4K)
Filed 2026-10-28
Frederick Financial Consultants, LLC
INCREASED
Shares695 from 604
Change+91 (+15%)
Value$211.5K (+$7.1K)
Filed 2026-10-29
PUREfi Wealth, LLC
INCREASED
Shares695 from 679
Change+16 (+2%)
Value$211.4K (-$18.3K)
Filed 2026-10-19
TrueWealth Advisors, LLC
DECREASED
Shares694 from 770
Change-76 (-10%)
Value$211.1K (-$49.2K)
Filed 2026-10-09
Fortitude Advisory Group L.L.C.
NEW
Shares692
Change+692
Value$210.5K
Filed 2026-10-15
Warburton Capital Management, LLC
INCREASED
Shares691 from 684
Change+7 (+1%)
Value$224.8K (-$6.2K)
Filed 2026-11-06
RDA Financial Network
NEW
Shares690
Change+690
Value$209.8K
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
NEW
Shares689
Change+689
Value$209.5K
Filed 2026-10-14
GW Henssler & Associates LTD
DECREASED
Shares689 from 691
Change-2 (0%)
Value$209.5K (-$24.2K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$209.0K (-$24.0K)
Filed 2026-10-14
Fogel Capital Management, Inc.
DECREASED
Shares687 from 897
Change-210 (-23%)
Value$208.9K (-$94.5K)
Filed 2026-11-04
Synergy Asset Management, LLC
NEW
Shares686
Change+686
Value$208.6K
Filed 2026-11-05
Pinnacle Financial Group, LLC / IL
DECREASED
Shares685 from 712
Change-27 (-4%)
Value$208.3K (-$32.5K)
Filed 2026-10-29
LifeGoal Investments, LLC
NEW
Shares684
Change+684
Value$208.0K
Filed 2026-10-09
Good Harbor Advisors, Inc.
DECREASED
Shares684 from 696
Change-12 (-2%)
Value$208.1K (-$27.4K)
Filed 2026-10-20
Somerset Trust Co
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$207.1K (-$23.3K)
Filed 2026-10-13
KW Wealth Management LLC
NEW
Shares678
Change+678
Value$206.2K
Filed 2026-10-28
Symmetry Partners, LLC
INCREASED
Shares678 from 630
Change+48 (+8%)
Value$206.1K (-$7.0K)
Filed 2026-10-27
Junk Investment Group, LLC
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$205.7K (-$23.1K)
Filed 2026-10-19
O'Brien Greene & Co. Inc
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$205.3K (-$23.1K)
Filed 2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$204.4K (-$22.9K)
Filed 2026-11-02
First Financial Corp
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$204.4K (-$22.9K)
Filed 2026-10-13
Avid Wealth Partners LLC
INCREASED
Shares670 from 648
Change+22 (+3%)
Value$203.7K (-$15.4K)
Filed 2026-11-03
Heritage Family Offices, LLP
INCREASED
Shares669 from 654
Change+15 (+2%)
Value$203.5K (-$17.7K)
Filed 2026-11-02
Phillips Financial Management, LLC
DECREASED
Shares668 from 678
Change-10 (-1%)
Value$203.1K (-$26.2K)
Filed 2026-10-19
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares665 from 754
Change-89 (-12%)
Value$202.1K (-$52.8K)
Filed 2026-11-05
KTF Investments, LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$202.2K (-$22.7K)
Filed 2026-10-23
Baldwin Wealth Partners LLC
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$201.9K (-$22.7K)
Filed 2026-10-13
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares663 from 689
Change-26 (-4%)
Value$201.8K (-$31.1K)
Filed 2026-10-06
Fairvoy Private Wealth, LLC
DECREASED
Shares661 from 675
Change-14 (-2%)
Value$201.0K (-$27.3K)
Filed 2026-10-19
ForthRight Wealth Management, LLC
NEW
Shares660
Change+660
Value$200.8K
Filed 2026-11-06
Westchester Capital Management, Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$200.7K (-$22.5K)
Filed 2026-10-23
AdvisorNet Financial, Inc
INCREASED
Shares655 from 640
Change+15 (+2%)
Value$200.9K (-$15.7K)
Filed 2026-10-15
Reap Financial Group, LLC
INCREASED
Shares649 from 573
Change+76 (+13%)
Value$197.4K (+$3.4K)
Filed 2026-11-02
Legacy Bridge, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$194.6K (-$21.9K)
Filed 2026-10-28
Bullock Wealth Management Group
DECREASED
Shares634 from 659
Change-25 (-4%)
Value$191.5K (-$37.9K)
Filed 2026-10-09
Western Pacific Wealth Management, LP
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$192.8K (-$21.7K)
Filed 2026-10-16
SevenBridge Financial Group, LLC
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$201.2K (-$14.3K)
Filed 2026-10-26
Salomon & Ludwin, LLC
DECREASED
Shares630 from 658
Change-28 (-4%)
Value$191.6K (-$37.4K)
Filed 2026-10-29
West Paces Advisors Inc.
DECREASED
Shares609 from 611
Change-2 (0%)
Value$185.2K (-$21.5K)
Filed 2026-10-13
Rachor Investment Advisory Services, LLC
INCREASED
Shares608 from 606
Change+2 (+0%)
Value$184.9K (-$20.2K)
Filed 2026-10-29
Monetary Solutions, Ltd
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$182.5K (-$20.5K)
Filed 2026-10-22
1620 Investment Advisors, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$182.5K (-$20.5K)
Filed 2026-11-04
Albion Financial Group
DECREASED
Shares589 from 736
Change-147 (-20%)
Value$179.1K (-$69.8K)
Filed 2026-10-21
CGC Financial Services, LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$177.0K (-$19.9K)
Filed 2026-10-13
Summit Securities Group LLC
INCREASED
Shares578 from 177
Change+401 (+227%)
Value$175.8K (+$115.9K)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
DECREASED
Shares575 from 576
Change-1 (0%)
Value$174.9K (-$20.0K)
Filed 2026-10-21
Creative Capital Management Investments LLC
INCREASED
Shares556 from 538
Change+18 (+3%)
Value$169.1K (-$12.9K)
Filed 2026-10-28
Ares Financial Consulting, LLC
INCREASED
Shares555 from 475
Change+80 (+17%)
Value$168.8K (+$8.1K)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$167.3K (-$18.8K)
Filed 2026-11-04
Strategic Advocates LLC
INCREASED
Shares542 from 465
Change+77 (+17%)
Value$164.8K (+$7.5K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares538 from 552
Change-14 (-3%)
Value$163.5K (-$23.2K)
Filed 2026-10-13
Markowski Investments
INCREASED
Shares536 from 525
Change+11 (+2%)
Value$163.1K (-$14.5K)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
DECREASED
Shares535 from 585
Change-50 (-9%)
Value$162.7K (-$35.2K)
Filed 2026-10-30
Creative Financial Designs Inc
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$161.5K (-$18.0K)
Filed 2026-11-04
Mascoma Wealth Management LLC
DECREASED
Shares528 from 531
Change-3 (-1%)
Value$160.6K (-$19.0K)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$154.2K (-$17.3K)
Filed 2026-10-27
West Branch Capital LLC
DECREASED
Shares500 from 600
Change-100 (-17%)
Value$152.1K (-$50.9K)
Filed 2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$152.1K (-$17.1K)
Filed 2026-10-14
Private Wealth Management Group, LLC
DECREASED
Shares490 from 494
Change-4 (-1%)
Value$149.0K (-$18.1K)
Filed 2026-10-19
William B. Walkup & Associates, Inc.
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$149.0K (-$16.7K)
Filed 2026-11-05
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares483 from 554
Change-71 (-13%)
Value$146.9K (-$40.5K)
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares477 from 416
Change+61 (+15%)
Value$145.1K (+$4.4K)
Filed 2026-11-05
First Community Trust NA
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$144.4K (-$16.2K)
Filed 2026-10-07
Security National Bank
INCREASED
Shares468 from 461
Change+7 (+2%)
Value$142.3K (-$13.6K)
Filed 2026-10-26
Phillip James Consulting Co.
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$141.7K (-$15.9K)
Filed 2026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$136.5K (-$29.6K)
Filed 2026-11-03
Financial Freedom, LLC
NEW
Shares440
Change+440
Value$133.8K
Filed 2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$131.7K (-$14.8K)
Filed 2026-11-02
Fairscale Capital, LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$133.7K (-$8.0K)
Filed 2026-11-04
Bell Investment Advisors, Inc
DECREASED
Shares414 from 449
Change-35 (-8%)
Value$125.9K (-$26.0K)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
DECREASED
Shares412 from 463
Change-51 (-11%)
Value$125.3K (-$31.3K)
Filed 2026-11-03
High Note Wealth, LLC
DECREASED
Shares411 from 428
Change-17 (-4%)
Value$125.0K (-$19.8K)
Filed 2026-10-27
State of Wyoming
INCREASED
Shares410 from 230
Change+180 (+78%)
Value$124.7K (+$46.9K)
Filed 2026-10-28
Birchbrook, Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$124.7K (-$14.0K)
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares406 from 400
Change+6 (+2%)
Value$123.5K (-$11.8K)
Filed 2026-10-30
Kelleher Financial Advisors
DECREASED
Shares405 from 565
Change-160 (-28%)
Value$123.2K (-$68.0K)
Filed 2026-10-30
Addison Advisors LLC
INCREASED
Shares403 from 396
Change+7 (+2%)
Value$122.6K (-$11.4K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares401 from 254
Change+147 (+58%)
Value$121.9K (+$36.0K)
Filed 2026-10-14
Gleason Group, Inc.
INCREASED
Shares389 from 388
Change+1 (+0%)
Value$118.4K (-$13.0K)
Filed 2026-10-15
Trellis Wealth Advisors LLC
NEW
Shares375
Change+375
Value$114.0K
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$113.8K (-$12.7K)
Filed 2026-10-20
Towne Trust Company, N.a
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$113.1K (-$12.7K)
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$111.0K (-$12.5K)
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares358 from 333
Change+25 (+8%)
Value$108.9K (-$3.8K)
Filed 2026-11-05
Pioneer Family Office, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$106.4K (-$12.0K)
Filed 2026-10-30
Southern Michigan Bank & Trust
INCREASED
Shares342 from 341
Change+1 (+0%)
Value$104.0K (-$11.3K)
Filed 2026-10-19
Avion Wealth
DECREASED
Shares320 from 605
Change-285 (-47%)
Value$97.0K (-$107.0K)
Filed 2026-11-04
Activest Wealth Management
DECREASED
Shares315 from 423
Change-108 (-26%)
Value$95.6K (-$47.3K)
Filed 2026-10-15
Financial Perspectives, Inc
INCREASED
Shares310 from 232
Change+78 (+34%)
Value$94.4K (+$15.9K)
Filed 2026-11-03
Essential Investment Partners LLC
INCREASED
Shares306 from 300
Change+6 (+2%)
Value$93.1K (-$8.4K)
Filed 2026-10-27
AXS Investments LLC
DECREASED
Shares303 from 392
Change-89 (-23%)
Value$92.1K (-$40.5K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$91.5K (-$10.3K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares297
Change+297
Value$90.3K
Filed 2026-10-29
Rational Advisors, Inc.
INCREASED
Shares288 from 248
Change+40 (+16%)
Value$87.6K (+$3.7K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares282
Change+282
Value$85.7K
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares279 from 290
Change-11 (-4%)
Value$85.0K (-$13.2K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$79.7K (-$8.9K)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares253 from 246
Change+7 (+3%)
Value$76.9K (-$6.3K)
Filed 2026-11-03
Roxbury Financial LLC
INCREASED
Shares252 from 251
Change+1 (+0%)
Value$76.7K (-$8.4K)
Filed 2026-10-01
Carolina Wealth Advisors, LLC
INCREASED
Shares244 from 44
Change+200 (+455%)
Value$74.2K (+$59.3K)
Filed 2026-10-23
American Capital Advisory, LLC
DECREASED
Shares229 from 241
Change-12 (-5%)
Value$69.5K (-$11.9K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares226 from 178
Change+48 (+27%)
Value$73.2K (+$13.2K)
Filed 2026-10-30
Abound Wealth Management
DECREASED
Shares223 from 226
Change-3 (-1%)
Value$67.7K (-$8.6K)
Filed 2026-10-26
Fairman Group, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$66.9K (-$7.5K)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
NEW
Shares217
Change+217
Value$66.0K
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares216 from 215
Change+1 (+0%)
Value$65.7K (-$7.0K)
Filed 2026-10-27
Putney Financial Group LLC
NEW
Shares215
Change+215
Value$65.4K
Filed 2026-10-30
First Pacific Financial
INCREASED
Shares210 from 209
Change+1 (+0%)
Value$63.8K (-$7.0K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$63.9K (-$7.2K)
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares204 from 249
Change-45 (-18%)
Value$62.0K (-$22.0K)
Filed 2026-10-30
Signature Equity Partners, LLC
DECREASED
Shares203 from 634
Change-431 (-68%)
Value$61.9K (-$152.5K)
Filed 2026-10-29
SRH Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$60.8K (-$6.8K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
INCREASED
Shares192 from 175
Change+17 (+10%)
Value$58.3K (-$727)
Filed 2026-10-28
Noble Wealth Management PBC
DECREASED
Shares191 from 197
Change-6 (-3%)
Value$58.0K (-$8.5K)
Filed 2026-10-01
Latitude Advisors, LLC
NEW
Shares187
Change+187
Value$56.9K
Filed 2026-10-27
Nova Financial LLC
NEW
Shares183
Change+183
Value$55.7K
Filed 2026-11-04
Financial Management Professionals, Inc.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$55.0K (-$6.2K)
Filed 2026-10-23
Joseph Group Capital Management
INCREASED
Shares176 from 163
Change+13 (+8%)
Value$53.5K (-$1.6K)
Filed 2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$53.2K (-$6.0K)
Filed 2026-10-27
GoalVest Advisory LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$49.6K (-$5.6K)
Filed 2026-10-02
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$56.0K (-$196)
Filed 2026-10-19
Tradewinds Capital Management, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$48.0K (-$5.4K)
Filed 2026-10-23
IFS Advisors, LLC
INCREASED
Shares153 from 20
Change+133 (+665%)
Value$46.5K (+$39.8K)
Filed 2026-10-14
Chung Wu Investment Group, LLC
DECREASED
Shares151 from 201
Change-50 (-25%)
Value$45.9K (-$22.1K)
Filed 2026-11-03
SBK Financial, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$45.6K (-$5.1K)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$45.3K (-$5.1K)
Filed 2026-10-13
High Point Wealth Management, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$44.0K (-$4.9K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$43.5K (-$4.9K)
Filed 2026-11-02
Maseco LLP
INCREASED
Shares142 from 141
Change+1 (+1%)
Value$43.2K (-$4.5K)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
INCREASED
Shares141 from 133
Change+8 (+6%)
Value$43.0K (-$2.1K)
Filed 2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$40.7K (-$4.6K)
Filed 2026-10-09
Horizon Financial Services, LLC
DECREASED
Shares133 from 164
Change-31 (-19%)
Value$40.4K (-$15.0K)
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$39.5K (-$4.4K)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$39.7K (-$4.5K)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$38.6K (-$4.3K)
Filed 2026-10-09
Vaquero Private Wealth, LTD
DECREASED
Shares126 from 141
Change-15 (-11%)
Value$38.3K (-$9.4K)
Filed 2026-10-27
Nexus Investment Management ULC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$38.0K (-$4.3K)
Filed 2026-10-27
Paladin Partners, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$38.0K (-$4.3K)
Filed 2026-10-06
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$37.1K (-$5.4K)
Filed 2026-10-01
SJS Investment Consulting Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$37.2K (-$4.2K)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares120
Change+120
Value$36.7K
Filed 2026-10-09
Quaker Wealth Management, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$36.5K (-$4.1K)
Filed 2026-10-22
Entrust Financial LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$33.8K (-$3.8K)
Filed 2026-11-04
Kentucky Trust Co
DECREASED
Shares105 from 605
Change-500 (-83%)
Value$31.9K (-$172.7K)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$31.9K (-$3.6K)
Filed 2026-10-28
Granite FO LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$31.6K (-$3.6K)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares101 from 87
Change+14 (+16%)
Value$30.7K (+$1.3K)
Filed 2026-11-04
John Boyer, Inc.
NEW
Shares94
Change+94
Value$24.8K
Filed 2026-10-27
Wilkerson Advisory Group LLC
DECREASED
Shares94 from 96
Change-2 (-2%)
Value$28.6K (-$3.9K)
Filed 2026-10-20
10Elms LLP
INCREASED
Shares91 from 53
Change+38 (+72%)
Value$27.7K (+$9.7K)
Filed 2026-11-06
Yankcom Partnership
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$26.8K (-$3.0K)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares87
Change+87
Value$26.5K
Filed 2026-10-27
Cedar Mountain Advisors, LLC
DECREASED
Shares87 from 95
Change-8 (-8%)
Value$26.5K (-$5.6K)
Filed 2026-10-15
Access Investment Management LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$24.9K (-$2.8K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$24.9K (-$2.8K)
Filed 2026-10-23
True Wealth Design, LLC
DECREASED
Shares81 from 100
Change-19 (-19%)
Value$24.6K (-$9.3K)
Filed 2026-10-13
Hoese & Co LLP
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$24.3K (-$2.7K)
Filed 2026-10-21
Valley Wealth Managers, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$23.1K (-$2.6K)
Filed 2026-10-09
Essential Partners LLC
INCREASED
Shares75 from 54
Change+21 (+39%)
Value$22.8K (+$4.5K)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$22.1K (-$2.4K)
Filed 2026-11-05
Winch Advisory Services, LLC
INCREASED
Shares72 from 71
Change+1 (+1%)
Value$21.8K (-$2.4K)
Filed 2026-11-06
Aspect Partners, LLC
INCREASED
Shares71 from 64
Change+7 (+11%)
Value$21.6K (-$57)
Filed 2026-10-20
Align Financial, LLC
INCREASED
Shares70 from 60
Change+10 (+17%)
Value$21.3K (+$992)
Filed 2026-10-16
Pacifica Partners Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$20.5K (-$3.4K)
Filed 2026-10-09
Fairway Wealth LLC
NEW
Shares66
Change+66
Value$20.1K
Filed 2026-10-30
First United Bank & Trust
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$19.8K (-$2.2K)
Filed 2026-10-22
Davis Capital Management
INCREASED
Shares63 from 29
Change+34 (+117%)
Value$19.2K (+$9.3K)
Filed 2026-10-08
Mcdonald Partners LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$18.9K (-$2.1K)
Filed 2026-11-03
KFG LLC
NEW
Shares60
Change+60
Value$18.2K
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares53 from 44
Change+9 (+20%)
Value$16.2K (+$1.2K)
Filed 2026-11-04
Advantage Trust Co
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$15.5K (-$1.7K)
Filed 2026-10-19
Madden Securities Corp
NEW
Shares50
Change+50
Value$15.2K
Filed 2026-10-27
Kingdom Financial Group Llc.
DECREASED
Shares50 from 108
Change-58 (-54%)
Value$15.4K (-$21.3K)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$14.6K (-$1.6K)
Filed 2026-10-16
Valued Wealth Advisors LLC
DECREASED
Shares47 from 63
Change-16 (-25%)
Value$14.4K (-$7.0K)
Filed 2026-11-05
McCarley & Cook Financial Planners
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$14.0K (-$1.6K)
Filed 2026-10-21
Meriwether Wealth & Planning, LLC
NEW
Shares45
Change+45
Value$13.7K
Filed 2026-10-13
Key Capital Management, Inc
INCREASED
Shares45 from 34
Change+11 (+32%)
Value$13.7K (+$2.2K)
Filed 2026-11-03
Horrell Capital Management, Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$13.4K (-$1.5K)
Filed 2026-10-08
Redwood Park Advisors LLC
INCREASED
Shares40 from 16
Change+24 (+150%)
Value$12.2K (+$6.8K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
DECREASED
Shares38 from 52
Change-14 (-27%)
Value$11.6K (-$6.0K)
Filed 2026-10-07
Torren Management, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$11.6K (-$1.3K)
Filed 2026-10-29
Concord Wealth Partners
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$11.6K (-$1.3K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares35
Change+35
Value$10.6K
Filed 2026-10-19
Transce3nd, LLC
NEW
Shares33
Change+33
Value$10.7K
Filed 2026-10-26
Kings Path Partners LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$10.0K (-$1.1K)
Filed 2026-10-21
Gold Investment Management Ltd.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$10.0K (-$1.1K)
Filed 2026-10-19
Planning Strategies Inc.
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$9.7K (-$755)
Filed 2026-10-02
Fiduciary Advisors, Inc.
NEW
Shares30
Change+30
Value$9.1K
Filed 2026-10-16
Retirement Wealth Solutions LLC
INCREASED
Shares30 from 27
Change+3 (+11%)
Value$9.1K (-$10)
Filed 2026-10-07
Tsfg, LLC
INCREASED
Shares29 from 28
Change+1 (+4%)
Value$9 (-$1)
Filed 2026-10-23
Kennebec Savings Bank
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$8.8K (-$990)
Filed 2026-10-22
Clark Wealth Partners
INCREASED
Shares28 from 26
Change+2 (+8%)
Value$8.5K (-$280)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$8.5K (-$1.1K)
Filed 2026-10-16
Intelligent Financial Strategies
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.6K (-$853)
Filed 2026-10-16
Atwood & Palmer Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$7.0K (-$785)
Filed 2026-10-08
Luken Investment Analytics, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$6.7K (-$752)
Filed 2026-11-06
Harbor Asset Planning, Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$6.7K (-$752)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$6.4K (-$717)
Filed 2026-10-16
WestEnd Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.8K (-$649)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
NEW
Shares17
Change+17
Value$5.2K
Filed 2026-10-29
POM Investment Strategies, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.6K (-$509)
Filed 2026-10-20
Ashurst Perkins Coie Trust Co
NEW
Shares14
Change+14
Value$4.3K
Filed 2026-10-15
Berbice Capital Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.3K (-$479)
Filed 2026-10-13
J.Safra Asset Management Corp
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.3K (-$479)
Filed 2026-11-03
Bear Mountain Capital, Inc.
INCREASED
Shares13 from 12
Change+1 (+8%)
Value$4.0K (-$324)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.3K (-$376)
Filed 2026-10-21
PayPay Securities Corp
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$3.0K (-$680)
Filed 2026-10-27
Your Advocates Ltd., LLP
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.1K (-$342)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.7K (-$308)
Filed 2026-10-09
Acumen Wealth Advisors, LLC
NEW
Shares8
Change+8
Value$2.4K
Filed 2026-11-05
Breakwater Investment Management
DECREASED
Shares7 from 8
Change-1 (-12%)
Value$2.1K (-$577)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.1K (-$239)
Filed 2026-10-30
Navigoe, LLC
DECREASED
Shares6 from 7
Change-1 (-14%)
Value$1 (-$1)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares5 from 103
Change-98 (-95%)
Value$1.5K (-$33.3K)
Filed 2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.5K (-$170)
Filed 2026-10-23
Nvest Wealth Strategies, Inc.
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$1.2K (+$541)
Filed 2026-10-14
Mosley Wealth Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.3K (-$98)
Filed 2026-10-16
Contravisory Investment Management, Inc.
DECREASED
Shares3 from 300
Change-297 (-99%)
Value$912 (-$100.6K)
Filed 2026-10-13
Decker Retirement Planning Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$514 (-$58)
Filed 2026-10-19
NorthAvenue LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$609 (-$68)
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$609 (-$68)
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$609 (-$68)
Filed 2026-10-15
StrongBox Wealth, LLC
NEW
Shares1
Change+1
Value$304
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1 from 1,344
Change-1,343 (-100%)
Value$304 (-$454.3K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$309 (-$34)
Filed 2026-10-27
Alphinity Investment Management Pty Ltd
CLOSED
Shares0 from 507,205
Change-507,205 (-100%)
Value$0 (-$171.6M)
Filed 2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
CLOSED
Shares0 from 55,364
Change-55,364 (-100%)
Value$0 (-$18.7M)
Filed 2026-10-30
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 47,791
Change-47,791 (-100%)
Value$0 (-$16.2M)
Filed 2026-11-03
Diversified Trust Co
CLOSED
Shares0 from 40,946
Change-40,946 (-100%)
Value$0 (-$13.8M)
Filed 2026-11-06
Genoa Capital Gestora de Recursos Ltda.
CLOSED
Shares0 from 39,358
Change-39,358 (-100%)
Value$0 (-$13.3M)
Filed 2026-10-20
St. Louis Financial Planners Asset Management, LLC
CLOSED
Shares0 from 10,201
Change-10,201 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-16
Arjuna Capital
CLOSED
Shares0 from 7,168
Change-7,168 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-03
CenterStar Asset Management, LLC
CLOSED
Shares0 from 6,789
Change-6,789 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-09
Hennessy Advisors Inc
CLOSED
Shares0 from 6,584
Change-6,584 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-28
Wellington Shields & Co., LLC
CLOSED
Shares0 from 4,615
Change-4,615 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
Arbor Capital Management Inc
CLOSED
Shares0 from 4,558
Change-4,558 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-21
Victrix Investment Advisors
CLOSED
Shares0 from 4,147
Change-4,147 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-13
U S Global Investors Inc
CLOSED
Shares0 from 3,930
Change-3,930 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
Zega Investments, LLC
CLOSED
Shares0 from 2,970
Change-2,970 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
Greystone Financial Group, LLC
CLOSED
Shares0 from 2,793
Change-2,793 (-100%)
Value$0 (-$944.6K)
Filed 2026-10-26
Silverberg Bernstein Capital Management LLC
CLOSED
Shares0 from 2,645
Change-2,645 (-100%)
Value$0 (-$894.7K)
Filed 2026-10-13
Saxon Interests, Inc.
CLOSED
Shares0 from 2,158
Change-2,158 (-100%)
Value$0 (-$729.9K)
Filed 2026-10-26
PW Nova Financial Services LLC
CLOSED
Shares0 from 2,121
Change-2,121 (-100%)
Value$0 (-$717.4K)
Filed 2026-10-15
Verity Asset Management, Inc.
CLOSED
Shares0 from 1,726
Change-1,726 (-100%)
Value$0 (-$583.8K)
Filed 2026-10-30
Navigation Group, LLC
CLOSED
Shares0 from 1,675
Change-1,675 (-100%)
Value$0 (-$566.7K)
Filed 2026-10-28
Petros Family Wealth, LLC
CLOSED
Shares0 from 1,621
Change-1,621 (-100%)
Value$0 (-$548.3K)
Filed 2026-10-28
Midwest Financial Partners Investments, Inc.
CLOSED
Shares0 from 1,307
Change-1,307 (-100%)
Value$0 (-$442.1K)
Filed 2026-10-08
Intrua Financial, LLC
CLOSED
Shares0 from 1,082
Change-1,082 (-100%)
Value$0 (-$366.0K)
Filed 2026-10-28
Factorial Partners, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$341.0K)
Filed 2026-10-05
Allied Investment Advisors, LLC
CLOSED
Shares0 from 989
Change-989 (-100%)
Value$0 (-$334.5K)
Filed 2026-10-13
Sheets Smith Wealth Management
CLOSED
Shares0 from 924
Change-924 (-100%)
Value$0 (-$312.4K)
Filed 2026-10-16
Dutch Asset Corp
CLOSED
Shares0 from 901
Change-901 (-100%)
Value$0 (-$305.0K)
Filed 2026-10-20
Jessup Wealth Management, Inc
CLOSED
Shares0 from 868
Change-868 (-100%)
Value$0 (-$293.6K)
Filed 2026-10-20
First Heartland Consultants, Inc.
CLOSED
Shares0 from 832
Change-832 (-100%)
Value$0 (-$281.4K)
Filed 2026-10-08
PCG Asset Management, LLC
CLOSED
Shares0 from 822
Change-822 (-100%)
Value$0 (-$278.0K)
Filed 2026-11-05
Simplify Asset Management Inc.
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$273.3K)
Filed 2026-10-27
Verum Partners LLC
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$264.0K)
Filed 2026-10-21
Convergence Financial, LLC
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$259.1K)
Filed 2026-10-27
Antonelli Financial Advisors, LLC
CLOSED
Shares0 from 745
Change-745 (-100%)
Value$0 (-$252.0K)
Filed 2026-10-13
Sather Financial Group Inc
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-30
Single Point Partners, LLC
CLOSED
Shares0 from 729
Change-729 (-100%)
Value$0 (-$246.5K)
Filed 2026-10-19
Well Done, LLC
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$241.2K)
Filed 2026-10-20
Axiom Investment Management LLC
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$240.2K)
Filed 2026-11-03
Hofer & Associates. Inc
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$239.3K)
Filed 2026-10-13
Central Valley Advisors, LLC
CLOSED
Shares0 from 699
Change-699 (-100%)
Value$0 (-$236.4K)
Filed 2026-10-27
Stiles Financial Services Inc
CLOSED
Shares0 from 696
Change-696 (-100%)
Value$0 (-$235.4K)
Filed 2026-10-30
BCS Wealth Management
CLOSED
Shares0 from 685
Change-685 (-100%)
Value$0 (-$231.8K)
Filed 2026-11-03
Quantum Financial Partners LLC
CLOSED
Shares0 from 685
Change-685 (-100%)
Value$0 (-$232.0K)
Filed 2026-10-19
Warwick Investment Management, Inc.
CLOSED
Shares0 from 662
Change-662 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-19
Riversedge Advisors, LLC
CLOSED
Shares0 from 658
Change-658 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-09
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$222.3K)
Filed 2026-10-26
Hall Laurie J Trustee
CLOSED
Shares0 from 656
Change-656 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-06
David J Yvars Group
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-09
Johnson Financial Group, LLC
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$221.6K)
Filed 2026-11-03
Holcombe Financial, Inc.
CLOSED
Shares0 from 655
Change-655 (-100%)
Value$0 (-$221.5K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 654
Change-654 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-27
Tactive Advisors, LLC
CLOSED
Shares0 from 653
Change-653 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-08
Stegner Investment Associates Inc.
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$219.9K)
Filed 2026-10-15
Kingsman Wealth Management, Inc.
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-13
Cogent Private Wealth, Inc.
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$219.5K)
Filed 2026-11-06
Oarsman Capital, Inc.
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$219.2K)
Filed 2026-11-05
PMG Family Office LLC
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-19
Falcon Wealth Planning
CLOSED
Shares0 from 646
Change-646 (-100%)
Value$0 (-$218.4K)
Filed 2026-11-06
RVW Wealth, LLC
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-06
Affinity Capital Advisors, LLC
CLOSED
Shares0 from 644
Change-644 (-100%)
Value$0 (-$229.3K)
Filed 2026-10-13
Carrera Capital Advisors
CLOSED
Shares0 from 638
Change-638 (-100%)
Value$0 (-$215.7K)
Filed 2026-11-03
Hibernia Wealth Partners, LLC
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-29
Vision Capital Management, Inc.
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-20
Colonial River Investments, LLC
CLOSED
Shares0 from 626
Change-626 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-28
Argyle Capital Partners, LLC
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-23
RKL Wealth Management LLC
CLOSED
Shares0 from 624
Change-624 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-16
Professional Financial Advisors, LLC
CLOSED
Shares0 from 620
Change-620 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-13
Burney Co/
CLOSED
Shares0 from 619
Change-619 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-15
Advisory Resource Group
CLOSED
Shares0 from 617
Change-617 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-26
Biltmore Family Office, LLC
CLOSED
Shares0 from 613
Change-613 (-100%)
Value$0 (-$207.3K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
CLOSED
Shares0 from 609
Change-609 (-100%)
Value$0 (-$206.0K)
Filed 2026-11-04
Southland Equity Partners LLC
CLOSED
Shares0 from 609
Change-609 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-14
Carson Advisory Inc.
CLOSED
Shares0 from 608
Change-608 (-100%)
Value$0 (-$205.7K)
Filed 2026-11-06
Clearwave Capital, LLC
CLOSED
Shares0 from 608
Change-608 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-27
Sensenig Capital Advisors, Inc
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-23
Vann Equity Management LLC
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-08
Lionshead Wealth Management, LLC
CLOSED
Shares0 from 606
Change-606 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-21
NewSquare Capital LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$204.7K)
Filed 2026-11-06
Howard Bailey Securities, LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-27
Carmel Capital Partners, LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-03
Capital Planning LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-09
Aull & Monroe Investment Management Corp
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-16
Romano Brothers and Company
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-22
Violich Capital Management, Inc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-05
Staley Capital Advisers Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-16
Thrive Capital Management, LLC
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED
Shares0 from 599
Change-599 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-15
Bernardo Wealth Planning LLC
CLOSED
Shares0 from 597
Change-597 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-23
Norris Perne & French LLP
CLOSED
Shares0 from 597
Change-597 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-23
IVC Wealth Advisors LLC
CLOSED
Shares0 from 596
Change-596 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-23
Cadinha & Co LLC
CLOSED
Shares0 from 596
Change-596 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-22
Uptick Partners, LLC
CLOSED
Shares0 from 593
Change-593 (-100%)
Value$0 (-$200.6K)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
CLOSED
Shares0 from 593
Change-593 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-20
Munich Reinsurance Co Stock Corp in Munich
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$160.7K)
Filed 2026-10-30
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$158.3K)
Filed 2026-11-02
Jcic Asset Management Inc.
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$124.0K)
Filed 2026-10-30
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$116.8K)
Filed 2026-10-26
Atlatl Advisers LLC
CLOSED
Shares0 from 276
Change-276 (-100%)
Value$0 (-$93.4K)
Filed 2026-10-22
Founders Capital Management
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$84.6K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$76.0K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$73.7K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$62.0K)
Filed 2026-10-20
Bayforest Capital Ltd
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$47.4K)
Filed 2026-11-03
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$41.6K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$40.9K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$32.5K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$25.4K)
Filed 2026-10-13
Sfam, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$23.7K)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-20
RMG Wealth Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-21
Hara Capital LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-30
CKW Financial Group
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1)
Filed 2026-10-29
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Berkshire Hathaway Inc
N/A
Shares— from 151,610,700
Change-151,610,700 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 42,006,392
Change-42,006,392 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 35,215,521
Change-35,215,521 (-100%)
Value—
State Street Corp
N/A
Shares— from 29,095,803
Change-29,095,803 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,459,941
Change-20,459,941 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,121,109
Change-13,121,109 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 8,739,519
Change-8,739,519 (-100%)
Value—
Norges Bank
N/A
Shares— from 7,985,867
Change-7,985,867 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,969,555
Change-7,969,555 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,005,840
Change-7,005,840 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,198,664
Change-6,198,664 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,007,554
Change-6,007,554 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,963,599
Change-5,963,599 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,189,802
Change-5,189,802 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,120,864
Change-5,120,864 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,053,409
Change-5,053,409 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 4,521,044
Change-4,521,044 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,467,904
Change-4,467,904 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 4,373,205
Change-4,373,205 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,082,851
Change-4,082,851 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,888,106
Change-3,888,106 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,364,536
Change-3,364,536 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,219,942
Change-3,219,942 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 3,019,440
Change-3,019,440 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,847,449
Change-2,847,449 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,610,019
Change-2,610,019 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,407,310
Change-2,407,310 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,394,292
Change-2,394,292 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,382,750
Change-2,382,750 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,312,355
Change-2,312,355 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,094,222
Change-2,094,222 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,850,570
Change-1,850,570 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,778,857
Change-1,778,857 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,680,147
Change-1,680,147 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,580,103
Change-1,580,103 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,568,240
Change-1,568,240 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,499,019
Change-1,499,019 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,438,146
Change-1,438,146 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,429,163
Change-1,429,163 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,355,156
Change-1,355,156 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,279,532
Change-1,279,532 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,249,803
Change-1,249,803 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,214,293
Change-1,214,293 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,191,145
Change-1,191,145 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,147,920
Change-1,147,920 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,084,956
Change-1,084,956 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,051,681
Change-1,051,681 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,046,403
Change-1,046,403 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,015,427
Change-1,015,427 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 980,462
Change-980,462 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 979,195
Change-979,195 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 969,657
Change-969,657 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 968,071
Change-968,071 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 962,989
Change-962,989 (-100%)
Value—
Longview Partners (Guernsey) LTD
N/A
Shares— from 849,396
Change-849,396 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 796,430
Change-796,430 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 796,096
Change-796,096 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 782,716
Change-782,716 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 762,755
Change-762,755 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 741,644
Change-741,644 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 732,160
Change-732,160 (-100%)
Value—
Blair William & Co
N/A
Shares— from 680,321
Change-680,321 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 647,397
Change-647,397 (-100%)
Value—
S&G Foundation
N/A
Shares— from 641,100
Change-641,100 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 614,935
Change-614,935 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 599,813
Change-599,813 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 577,898
Change-577,898 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 576,580
Change-576,580 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 567,827
Change-567,827 (-100%)
Value—
Timucuan Asset Management Inc
N/A
Shares— from 566,262
Change-566,262 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 545,020
Change-545,020 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 520,142
Change-520,142 (-100%)
Value—
Aviva PLC
N/A
Shares— from 489,351
Change-489,351 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 484,003
Change-484,003 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 457,519
Change-457,519 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 456,856
Change-456,856 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 453,549
Change-453,549 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 452,876
Change-452,876 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 436,219
Change-436,219 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 431,392
Change-431,392 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 430,789
Change-430,789 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 427,672
Change-427,672 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 416,077
Change-416,077 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 413,649
Change-413,649 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 404,116
Change-404,116 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 403,799
Change-403,799 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 400,609
Change-400,609 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 388,962
Change-388,962 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 388,526
Change-388,526 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 381,712
Change-381,712 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 380,885
Change-380,885 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 371,429
Change-371,429 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 371,425
Change-371,425 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 364,909
Change-364,909 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 362,160
Change-362,160 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 358,688
Change-358,688 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 354,474
Change-354,474 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 349,260
Change-349,260 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 348,221
Change-348,221 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 344,664
Change-344,664 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 339,839
Change-339,839 (-100%)
Value—
Heard Capital LLC
N/A
Shares— from 339,427
Change-339,427 (-100%)
Value—
Man Group plc
N/A
Shares— from 337,842
Change-337,842 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 319,754
Change-319,754 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 312,334
Change-312,334 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 309,203
Change-309,203 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 307,858
Change-307,858 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 305,329
Change-305,329 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 302,256
Change-302,256 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 300,573
Change-300,573 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 296,656
Change-296,656 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 293,381
Change-293,381 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 285,091
Change-285,091 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 283,762
Change-283,762 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 276,321
Change-276,321 (-100%)
Value—
Dodge & COX
N/A
Shares— from 271,279
Change-271,279 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 270,905
Change-270,905 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 270,612
Change-270,612 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 266,523
Change-266,523 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 261,572
Change-261,572 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 255,326
Change-255,326 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 253,459
Change-253,459 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 251,099
Change-251,099 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 249,861
Change-249,861 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 248,094
Change-248,094 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 244,766
Change-244,766 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 237,323
Change-237,323 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 237,297
Change-237,297 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 236,120
Change-236,120 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 234,516
Change-234,516 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 233,220
Change-233,220 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 233,215
Change-233,215 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 226,462
Change-226,462 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 222,289
Change-222,289 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 218,769
Change-218,769 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 211,997
Change-211,997 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 211,834
Change-211,834 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 209,821
Change-209,821 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 206,596
Change-206,596 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 206,108
Change-206,108 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 205,897
Change-205,897 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 204,008
Change-204,008 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 203,453
Change-203,453 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 202,593
Change-202,593 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 201,457
Change-201,457 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 201,011
Change-201,011 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 194,539
Change-194,539 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 192,275
Change-192,275 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 190,181
Change-190,181 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 187,211
Change-187,211 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 183,904
Change-183,904 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 182,586
Change-182,586 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 177,356
Change-177,356 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 176,701
Change-176,701 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 171,110
Change-171,110 (-100%)
Value—
ThornTree Capital Partners LP
N/A
Shares— from 166,784
Change-166,784 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 163,779
Change-163,779 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 162,888
Change-162,888 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 162,198
Change-162,198 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 160,216
Change-160,216 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 157,560
Change-157,560 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 155,303
Change-155,303 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 155,145
Change-155,145 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 155,039
Change-155,039 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 154,834
Change-154,834 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 151,949
Change-151,949 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 145,612
Change-145,612 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 144,358
Change-144,358 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 141,891
Change-141,891 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 139,529
Change-139,529 (-100%)
Value—
Commerce Bank
N/A
Shares— from 135,778
Change-135,778 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 135,374
Change-135,374 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 134,515
Change-134,515 (-100%)
Value—
Allianz SE
N/A
Shares— from 130,750
Change-130,750 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 130,559
Change-130,559 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 130,307
Change-130,307 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 129,267
Change-129,267 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 128,945
Change-128,945 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 127,810
Change-127,810 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 127,650
Change-127,650 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 127,096
Change-127,096 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 123,178
Change-123,178 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 122,239
Change-122,239 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 116,120
Change-116,120 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 114,561
Change-114,561 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 114,034
Change-114,034 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 112,586
Change-112,586 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 112,398
Change-112,398 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 112,055
Change-112,055 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 112,035
Change-112,035 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 110,783
Change-110,783 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 105,616
Change-105,616 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 104,452
Change-104,452 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 102,352
Change-102,352 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 101,951
Change-101,951 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 101,626
Change-101,626 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 101,475
Change-101,475 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 101,386
Change-101,386 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 99,114
Change-99,114 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 97,920
Change-97,920 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 97,733
Change-97,733 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 97,659
Change-97,659 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 96,697
Change-96,697 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 96,529
Change-96,529 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 95,918
Change-95,918 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 95,824
Change-95,824 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 95,731
Change-95,731 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 95,727
Change-95,727 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 93,751
Change-93,751 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 93,705
Change-93,705 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 93,562
Change-93,562 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 93,391
Change-93,391 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 93,146
Change-93,146 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 93,076
Change-93,076 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 90,500
Change-90,500 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 90,144
Change-90,144 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 89,126
Change-89,126 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 88,437
Change-88,437 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 87,752
Change-87,752 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 85,851
Change-85,851 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 85,598
Change-85,598 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 85,460
Change-85,460 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 85,205
Change-85,205 (-100%)
Value—
&partners
N/A
Shares— from 84,996
Change-84,996 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 84,722
Change-84,722 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 84,133
Change-84,133 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 83,674
Change-83,674 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 81,583
Change-81,583 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 81,107
Change-81,107 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 80,614
Change-80,614 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 79,645
Change-79,645 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 79,537
Change-79,537 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 78,759
Change-78,759 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 77,506
Change-77,506 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 77,400
Change-77,400 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 74,492
Change-74,492 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 74,193
Change-74,193 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 73,885
Change-73,885 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 73,354
Change-73,354 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 72,913
Change-72,913 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 71,506
Change-71,506 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 71,368
Change-71,368 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 70,965
Change-70,965 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 70,239
Change-70,239 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 69,882
Change-69,882 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 69,403
Change-69,403 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 67,796
Change-67,796 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 67,620
Change-67,620 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 67,271
Change-67,271 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 66,400
Change-66,400 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 65,729
Change-65,729 (-100%)
Value—
FIL Ltd
N/A
Shares— from 65,526
Change-65,526 (-100%)
Value—
Aquamarine Zurich AG
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 63,086
Change-63,086 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Long Corridor Asset Management Ltd
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 61,255
Change-61,255 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 61,095
Change-61,095 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 60,686
Change-60,686 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 60,182
Change-60,182 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 59,984
Change-59,984 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 59,779
Change-59,779 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 55,279
Change-55,279 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 55,092
Change-55,092 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 53,684
Change-53,684 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 53,222
Change-53,222 (-100%)
Value—
Prudential PLC
N/A
Shares— from 53,153
Change-53,153 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 50,686
Change-50,686 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 50,403
Change-50,403 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 49,015
Change-49,015 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 48,830
Change-48,830 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 48,782
Change-48,782 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 48,381
Change-48,381 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 48,346
Change-48,346 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 47,809
Change-47,809 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 47,463
Change-47,463 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,356
Change-47,356 (-100%)
Value—
Mirova
N/A
Shares— from 46,729
Change-46,729 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 46,702
Change-46,702 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 46,157
Change-46,157 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 46,033
Change-46,033 (-100%)
Value—
Loews Corp
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 44,017
Change-44,017 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 43,799
Change-43,799 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 41,754
Change-41,754 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 41,666
Change-41,666 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 41,518
Change-41,518 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 41,480
Change-41,480 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 40,686
Change-40,686 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 40,373
Change-40,373 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 40,299
Change-40,299 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 40,005
Change-40,005 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 39,902
Change-39,902 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 39,111
Change-39,111 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 39,065
Change-39,065 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 38,076
Change-38,076 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 38,050
Change-38,050 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 38,028
Change-38,028 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 37,783
Change-37,783 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 37,711
Change-37,711 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 37,204
Change-37,204 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 37,177
Change-37,177 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 37,104
Change-37,104 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 37,095
Change-37,095 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 36,997
Change-36,997 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 36,788
Change-36,788 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 36,569
Change-36,569 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 36,429
Change-36,429 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 36,003
Change-36,003 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 35,358
Change-35,358 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 34,737
Change-34,737 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 34,580
Change-34,580 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 34,417
Change-34,417 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 34,094
Change-34,094 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 34,002
Change-34,002 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 33,934
Change-33,934 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 33,795
Change-33,795 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 32,999
Change-32,999 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 32,837
Change-32,837 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 32,772
Change-32,772 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 32,545
Change-32,545 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 32,452
Change-32,452 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 32,451
Change-32,451 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 32,374
Change-32,374 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 31,433
Change-31,433 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 31,277
Change-31,277 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 31,174
Change-31,174 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 31,046
Change-31,046 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 30,662
Change-30,662 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 30,305
Change-30,305 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 30,277
Change-30,277 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 30,231
Change-30,231 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 30,143
Change-30,143 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 29,873
Change-29,873 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 29,791
Change-29,791 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 29,646
Change-29,646 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 29,582
Change-29,582 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 29,236
Change-29,236 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 29,010
Change-29,010 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 28,735
Change-28,735 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 28,475
Change-28,475 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 28,435
Change-28,435 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 28,058
Change-28,058 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 27,776
Change-27,776 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 27,566
Change-27,566 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 27,295
Change-27,295 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 27,287
Change-27,287 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,221
Change-27,221 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 27,172
Change-27,172 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 26,858
Change-26,858 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 26,807
Change-26,807 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 26,791
Change-26,791 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 26,321
Change-26,321 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 26,077
Change-26,077 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 25,770
Change-25,770 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,634
Change-25,634 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 24,980
Change-24,980 (-100%)
Value—
Allstate Corp
N/A
Shares— from 24,558
Change-24,558 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 24,455
Change-24,455 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,376
Change-24,376 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 24,258
Change-24,258 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 24,186
Change-24,186 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 23,606
Change-23,606 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 23,501
Change-23,501 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 23,430
Change-23,430 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 23,353
Change-23,353 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 23,264
Change-23,264 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 22,391
Change-22,391 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 22,140
Change-22,140 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 22,083
Change-22,083 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 21,693
Change-21,693 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 21,389
Change-21,389 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 21,311
Change-21,311 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 21,290
Change-21,290 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 21,266
Change-21,266 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 21,036
Change-21,036 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 20,930
Change-20,930 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 20,928
Change-20,928 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 20,835
Change-20,835 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 20,768
Change-20,768 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 20,685
Change-20,685 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 20,682
Change-20,682 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 20,656
Change-20,656 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 20,602
Change-20,602 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,596
Change-20,596 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 20,453
Change-20,453 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 20,353
Change-20,353 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 20,096
Change-20,096 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 20,073
Change-20,073 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,960
Change-19,960 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,918
Change-19,918 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 19,856
Change-19,856 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 19,597
Change-19,597 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 19,545
Change-19,545 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 19,532
Change-19,532 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 19,531
Change-19,531 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 19,365
Change-19,365 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 19,362
Change-19,362 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 19,268
Change-19,268 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 19,249
Change-19,249 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 18,961
Change-18,961 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 18,793
Change-18,793 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 18,785
Change-18,785 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 18,691
Change-18,691 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 18,262
Change-18,262 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 17,864
Change-17,864 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 17,830
Change-17,830 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 17,806
Change-17,806 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 17,705
Change-17,705 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 17,522
Change-17,522 (-100%)
Value—
Stephens Inc
N/A
Shares— from 17,476
Change-17,476 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 17,428
Change-17,428 (-100%)
Value—
EFG International AG
N/A
Shares— from 17,234
Change-17,234 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,223
Change-17,223 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 17,114
Change-17,114 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 17,064
Change-17,064 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 17,042
Change-17,042 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 17,004
Change-17,004 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 16,987
Change-16,987 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 16,891
Change-16,891 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 16,815
Change-16,815 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 16,760
Change-16,760 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 16,362
Change-16,362 (-100%)
Value—
GHE, LLC
N/A
Shares— from 16,354
Change-16,354 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 16,344
Change-16,344 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 16,275
Change-16,275 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 16,030
Change-16,030 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 15,981
Change-15,981 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 15,956
Change-15,956 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 15,866
Change-15,866 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 15,864
Change-15,864 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 15,684
Change-15,684 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 15,539
Change-15,539 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,430
Change-15,430 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 15,336
Change-15,336 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 15,292
Change-15,292 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 15,046
Change-15,046 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 15,005
Change-15,005 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 14,915
Change-14,915 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 14,545
Change-14,545 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 14,332
Change-14,332 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 14,148
Change-14,148 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 14,103
Change-14,103 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 13,891
Change-13,891 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 13,889
Change-13,889 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 13,884
Change-13,884 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 13,466
Change-13,466 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 13,298
Change-13,298 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 12,756
Change-12,756 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 12,679
Change-12,679 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 12,561
Change-12,561 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 12,348
Change-12,348 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 12,261
Change-12,261 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 12,232
Change-12,232 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 12,224
Change-12,224 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 12,061
Change-12,061 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 12,032
Change-12,032 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 12,023
Change-12,023 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 11,955
Change-11,955 (-100%)
Value—
Bank OZK
N/A
Shares— from 11,921
Change-11,921 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 11,899
Change-11,899 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 11,665
Change-11,665 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
Capital International LTD
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,488
Change-11,488 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 11,340
Change-11,340 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,335
Change-11,335 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 11,224
Change-11,224 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 10,997
Change-10,997 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 10,769
Change-10,769 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 10,745
Change-10,745 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 10,723
Change-10,723 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,594
Change-10,594 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 10,545
Change-10,545 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 10,537
Change-10,537 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,502
Change-10,502 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 10,483
Change-10,483 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 10,190
Change-10,190 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 10,027
Change-10,027 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 10,012
Change-10,012 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,971
Change-9,971 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 9,968
Change-9,968 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 9,908
Change-9,908 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 9,652
Change-9,652 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 9,599
Change-9,599 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 9,564
Change-9,564 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,475
Change-9,475 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 9,429
Change-9,429 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,397
Change-9,397 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,178
Change-9,178 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 9,124
Change-9,124 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
BNP Paribas
N/A
Shares— from 9,056
Change-9,056 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 8,984
Change-8,984 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 8,576
Change-8,576 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 8,534
Change-8,534 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 8,410
Change-8,410 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Ossiam
N/A
Shares— from 7,929
Change-7,929 (-100%)
Value—
2Xideas AG
N/A
Shares— from 7,848
Change-7,848 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,822
Change-7,822 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 7,750
Change-7,750 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 7,691
Change-7,691 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 7,648
Change-7,648 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 7,501
Change-7,501 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 7,286
Change-7,286 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 7,093
Change-7,093 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,721
Change-6,721 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 6,644
Change-6,644 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 6,494
Change-6,494 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 6,444
Change-6,444 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
S&CO Inc
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 6,193
Change-6,193 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,043
Change-6,043 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,824
Change-5,824 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 5,739
Change-5,739 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 5,662
Change-5,662 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,276
Change-5,276 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 5,049
Change-5,049 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,488
Change-4,488 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,949
Change-3,949 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 3,899
Change-3,899 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,935
Change-2,935 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Bamco Inc
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,097
Change-2,097 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Motco
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 998
Change-998 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 997
Change-997 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
American Trust
N/A
Shares— from 985
Change-985 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 955
Change-955 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 932
Change-932 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 931
Change-931 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 931
Change-931 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 930
Change-930 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 927
Change-927 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 926
Change-926 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 924
Change-924 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 892
Change-892 (-100%)
Value—
CNB Bank
N/A
Shares— from 889
Change-889 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 883
Change-883 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 873
Change-873 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 849
Change-849 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 836
Change-836 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 819
Change-819 (-100%)
Value—
EWA, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 813
Change-813 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 808
Change-808 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 800
Change-800 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 781
Change-781 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 768
Change-768 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 768
Change-768 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 760
Change-760 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 754
Change-754 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 749
Change-749 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Summitry LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 737
Change-737 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 734
Change-734 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 716
Change-716 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 708
Change-708 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 708
Change-708 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 700
Change-700 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 695
Change-695 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 689
Change-689 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 686
Change-686 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 671
Change-671 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 670
Change-670 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 655
Change-655 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 652
Change-652 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 648
Change-648 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 647
Change-647 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 646
Change-646 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 646
Change-646 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 643
Change-643 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 642
Change-642 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 628
Change-628 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 608
Change-608 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 547
Change-547 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 531
Change-531 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 527
Change-527 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 457
Change-457 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 427
Change-427 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 417
Change-417 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 400
Change-400 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 395
Change-395 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 359
Change-359 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 350
Change-350 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 341
Change-341 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 312
Change-312 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 300
Change-300 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 283
Change-283 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 231
Change-231 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 220
Change-220 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
S&T Bank
N/A
Shares— from 184
Change-184 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 177
Change-177 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 171
Change-171 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 169
Change-169 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 167
Change-167 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 164
Change-164 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 160
Change-160 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 156
Change-156 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 150
Change-150 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 131
Change-131 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 107
Change-107 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 100
Change-100 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Quarry LP
N/A
Shares— from 82
Change-82 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 71
Change-71 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Rogco, LP
N/A
Shares— from 56
Change-56 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 28
Change-28 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 16
Change-16 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 11
Change-11 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 5
Change-5 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 0
Change0
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED14,154,57314,019,549+135,024+1%$4.7B$4.3B-$435.6M2026-11-06
Fisher Asset Management, LLC
INCREASED9,599,2429,426,671+172,571+2%$3.2B$2.9B-$269.4M2026-11-06
Bank of New York Mellon Corp
DECREASED3,652,3583,736,251-83,893-2%$1.3B$1.1B-$153.1M2026-11-05
Barclays PLC
INCREASED3,413,3532,539,954+873,399+34%$859.1M$1.0B+$178.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED2,992,9232,853,697+139,226+5%$965.3M$910.2M-$55.2M2026-11-04
Deutsche Bank Ag\
INCREASED2,991,6242,743,385+248,239+9%$927.9M$909.8M-$18.2M2026-11-06
Rothschild & Co Wealth Management UK Ltd
DECREASED2,818,6682,838,220-19,552-1%$960.0M$857.2M-$102.9M2026-10-20
Amundi
DECREASED2,236,0132,355,244-119,231-5%$796.7M$680.0M-$116.7M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,812,1951,712,074+100,121+6%$579.1M$551.1M-$28.0M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,362,2801,400,384-38,104-3%$473.7M$414.3M-$59.4M2026-10-29
Pictet Asset Management Holding SA
INCREASED1,250,3981,167,608+82,790+7%$395.0M$380.3M-$14.7M2026-11-03
PNC Financial Services Group, Inc.
DECREASED1,004,0631,007,851-3,7880%$340.9M$305.3M-$35.6M2026-11-06
Principal Financial Group Inc
INCREASED996,356900,918+95,438+11%$304.7M$303.0M-$1.7M2026-11-02
LPL Financial LLC
INCREASED947,819947,552+267+0%$320.5M$288.2M-$32.3M2026-11-06
Sustainable Growth Advisers, LP
DECREASED942,591987,506-44,915-5%$334.0M$286.6M-$47.4M2026-10-15
Citigroup Inc
INCREASED835,715816,334+19,381+2%$276.1M$254.1M-$22.0M2026-11-04
King Luther Capital Management Corp
INCREASED667,629660,465+7,164+1%$223.4M$203.0M-$20.4M2026-11-05
Beutel, Goodman & Co Ltd.
INCREASED663,655573,168+90,487+16%$193.9M$201.8M+$7.9M2026-11-04
Russell Investments Group, Ltd.
DECREASED642,277679,228-36,951-5%$230.1M$195.4M-$34.7M2026-11-06
Provident Trust Co
DECREASED631,564920,817-289,253-31%$311.5M$192.1M-$119.4M2026-10-29
Aberdeen Group plc
DECREASED588,539637,601-49,062-8%$215.7M$179.0M-$36.7M2026-11-06
Smead Capital Management, Inc.
DECREASED562,102569,063-6,961-1%$192.5M$170.9M-$21.6M2026-10-16
Thrivent Financial for Lutherans
DECREASED540,980542,965-1,9850%$183.7M$164.5M-$19.2M2026-11-05
Markel Group Inc.
UNCHANGED490,450490,45000%$165.9M$149.1M-$16.7M2026-10-30
US Bancorp \de\
DECREASED485,322492,290-6,968-1%$166.5M$147.6M-$18.9M2026-11-05
PFA Pension, Forsikringsaktieselskab
DECREASED446,209447,278-1,0690%$151.3M$135.7M-$15.6M2026-11-06
MFF Capital Investments Ltd
UNCHANGED402,309402,30900%$136.1M$122.3M-$13.7M2026-11-05
New York State Teachers Retirement System
DECREASED392,818416,974-24,156-6%$141.0M$119.5M-$21.6M2026-10-22
Cacti Asset Management LLC
DECREASED389,972390,530-5580%$132.1M$119.1M-$13.0M2026-10-01
Focused Investors LLC
DECREASED383,050455,650-72,600-16%$154.1M$116.5M-$37.6M2026-10-30
Maj Invest Holding A/S
DECREASED370,795375,514-4,719-1%$127.0M$112.8M-$14.3M2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED361,787361,823-360%$122.4M$110.0M-$12.4M2026-10-20
Retirement Systems of Alabama
DECREASED346,642349,492-2,850-1%$118.2M$105.4M-$12.8M2026-11-04
M&G Plc
DECREASED336,703361,273-24,570-7%$122.1M$102.4M-$19.8M2026-11-04
Creative Planning
INCREASED336,456278,355+58,101+21%$94.2M$102.3M+$8.2M2026-11-02
Asset Management One Co., Ltd.
INCREASED331,121329,571+1,550+0%$111.5M$100.7M-$10.8M2026-10-27
TD Waterhouse Canada Inc.
DECREASED328,420365,307-36,887-10%$127.2M$99.3M-$27.9M2026-10-16
Truist Financial Corp
DECREASED317,874322,852-4,978-2%$109.2M$96.7M-$12.5M2026-10-30
Fifth Third Bancorp
DECREASED303,707307,570-3,863-1%$104.0M$92.4M-$11.7M2026-11-05
Keybank National Association
DECREASED295,657302,796-7,139-2%$102.4M$89.9M-$12.5M2026-11-04
DekaBank Deutsche Girozentrale
INCREASED283,362155,374+127,988+82%$46.4K$86.7M+$86.6M2026-10-27
KBC Group NV
DECREASED273,119441,428-168,309-38%$149.3M$83.1M-$66.3M2026-10-22
Commonwealth Equity Services, LLC
DECREASED269,034281,382-12,348-4%$95.2M$81.8M-$13.4M2026-11-02
Douglas Lane & Associates, LLC
DECREASED265,930276,536-10,606-4%$93.5M$80.9M-$12.7M2026-10-09
Natixis
INCREASED262,250128,259+133,991+104%$43.4M$79.8M+$36.4M2026-11-06
Swedbank AB
DECREASED261,646329,099-67,453-20%$111.3M$79.6M-$31.8M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED254,966243,959+11,007+5%$80.3M$73.9M-$6.4M2026-10-13
Vest Financial, LLC
INCREASED233,152202,990+30,162+15%$68.7M$70.9M+$2.2M2026-10-21
Great Lakes Advisors, LLC
DECREASED231,193243,780-12,587-5%$82.5M$70.3M-$12.2M2026-11-06
Vaughan David Investments LLC
INCREASED228,325227,205+1,120+0%$76.9M$69.4M-$7.4M2026-11-05
Nisa Investment Advisors, LLC
INCREASED221,677219,887+1,790+1%$74.4M$67.4M-$7.0M2026-10-20
Boston Trust Walden Corp
DECREASED214,359224,471-10,112-4%$75.9M$65.2M-$10.7M2026-10-30
Swiss Life Asset Management Ltd
INCREASED214,270202,193+12,077+6%$68.4M$65.2M-$3.2M2026-11-03
ProShare Advisors LLC
DECREASED201,838208,840-7,002-3%$70.6M$61.4M-$9.3M2026-10-29
Hosking Partners LLP
DECREASED196,027210,141-14,114-7%$71.1M$59.6M-$11.5M2026-10-21
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED194,541203,773-9,232-5%$68.9M$59.2M-$9.8M2026-10-15
Daiwa Securities Group Inc.
INCREASED191,388181,407+9,981+6%$61.4M$58.2M-$3.2M2026-10-29
Capital Investment Advisors, LLC
INCREASED183,587174,409+9,178+5%$59.0M$55.8M-$3.2M2026-10-22
Roffman Miller Associates Inc
INCREASED178,936152,667+26,269+17%$51.6M$46.2M-$5.4M2026-10-19
Cohen Klingenstein LLC
UNCHANGED178,387178,38700%$60.3M$54.2M-$6.1M2026-10-15
State of New Jersey Common Pension Fund D
DECREASED171,248171,886-6380%$58.1M$52.1M-$6.1M2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED168,399152,856+15,543+10%$51.7M$51.1M-$527.0K2026-10-09
Chilton Capital Management LLC
INCREASED168,16287,106+81,056+93%$29.5M$51.1M+$21.7M2026-10-28
Raiffeisen Bank International AG
DECREASED167,614170,088-2,474-1%$58.0M$51.2M-$6.8M2026-10-28
Eurizon Capital SGR S.p.A.
INCREASED166,904163,332+3,572+2%$55.3M$50.8M-$4.5M2026-11-06
Strs Ohio
DECREASED164,239176,480-12,241-7%$59.7M$49.9M-$9.7M2026-10-30
OFI Invest Asset Management
DECREASED164,025175,047-11,022-6%$52.0M$43.9M-$8.1M2026-11-06
Nykredit A/S
DECREASED162,891174,573-11,682-7%$59.0M$49.5M-$9.5M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED162,503151,204+11,299+7%$51.1M$49.4M-$1.7M2026-11-03
ZWJ Investment Counsel Inc
INCREASED161,143158,339+2,804+2%$53.6M$49.0M-$4.6M2026-10-15
Pinnacle Associates LTD
DECREASED159,352161,660-2,308-1%$54.7M$48.5M-$6.2M2026-10-20
Mn Services Vermogensbeheer B.V.
INCREASED157,681154,881+2,800+2%$52.4M$48.0M-$4.4M2026-10-08
CIBC Asset Management Inc
DECREASED154,106154,958-852-1%$52.4M$46.9M-$5.6M2026-11-05
Fisher Funds Management LTD
INCREASED152,77296,344+56,428+59%$32.6M$46.5M+$13.9M2026-10-13
Czech National Bank
DECREASED151,346151,489-1430%$51.2M$46.0M-$5.2M2026-10-13
Fiera Capital Corp
INCREASED149,575141,559+8,016+6%$47.9M$45.5M-$2.4M2026-11-06
Arizona State Retirement System
INCREASED147,817147,476+341+0%$49.9M$45.0M-$4.9M2026-11-03
Achmea Investment Management B.V.
NEW147,314—+147,314——$44.8M—2026-10-30
Heritage Investors Management Corp
DECREASED145,763152,142-6,379-4%$51.5M$44.3M-$7.1M2026-10-29
Allworth Financial LP
INCREASED144,659142,143+2,516+2%$48.1M$48.9M+$851.1K2026-11-06
Cambiar Investors LLC
DECREASED144,620147,613-2,993-2%$49.9M$44.0M-$6.0M2026-11-04
Barr E S & Co
INCREASED140,134139,614+520+0%$47.2M$42.6M-$4.6M2026-11-06
Central Securities Corp
UNCHANGED140,000140,00000%$47.4M$42.6M-$4.8M2026-11-06
Calamos Advisors LLC
DECREASED136,659197,855-61,196-31%$66.9M$41.6M-$25.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED136,390129,287+7,103+5%$43.7M$41.5M-$2.3M2026-11-02
Todd Asset Management LLC
DECREASED134,362136,093-1,731-1%$46.0M$40.9M-$5.2M2026-10-27
State of Michigan Retirement System
DECREASED132,377136,277-3,900-3%$46.1M$40.3M-$5.8M2026-10-27
Country Trust Bank
INCREASED132,353128,549+3,804+3%$43.5M$40.2M-$3.2M2026-10-30
Cullen T Bankers, Inc.
DECREASED132,346137,049-4,703-3%$46.4M$40.2M-$6.1M2026-10-28
Eastern Bank
INCREASED131,034130,240+794+1%$44.1M$39.8M-$4.2M2026-10-05
UniSuper Management Pty Ltd
INCREASED129,921125,444+4,477+4%$42.4M$39.5M-$2.9M2026-10-26
Williams Jones Wealth Management, Llc.
INCREASED125,875124,441+1,434+1%$42.1M$38.3M-$3.8M2026-11-05
IFM Investors Pty Ltd
INCREASED125,589121,749+3,840+3%$41.2M$38.2M-$3.0M2026-10-14
Regions Financial Corp
DECREASED123,034126,179-3,145-2%$42.7M$37.4M-$5.3M2026-11-05
Mill Capital Management, LLC
DECREASED120,829121,505-676-1%$41.1M$36.7M-$4.4M2026-10-26
SEB Asset Management AB
INCREASED118,456118,091+365+0%$39.9M$36.0M-$3.9M2026-11-04
Noesis Capital Mangement Corp
INCREASED118,246112,536+5,710+5%$38.1M$36.0M-$2.1M2026-10-26
Clifford Swan Investment Counsel LLC
DECREASED118,244118,790-5460%$40.2M$36.0M-$4.2M2026-11-05
Exchange Traded Concepts, LLC
INCREASED117,84299,595+18,247+18%$33.7M$35.8M+$2.1M2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED116,375117,552-1,177-1%$39.8M$35.4M-$4.4M2026-11-03
Greatmark Investment Partners, Inc.
DECREASED115,821115,991-1700%$39.2M$35.2M-$4.0M2026-10-28
Schaper Benz & Wise Investment Counsel Inc
DECREASED115,749116,247-4980%$39.3M$35.2M-$4.1M2026-10-09
Foster Dykema Cabot & Partners, LLC
DECREASED114,733114,771-380%$38.8M$34.9M-$3.9M2026-10-30
Sterling Capital Management LLC
DECREASED114,693125,129-10,436-8%$42.3M$34.9M-$7.4M2026-10-22
Xponance LLC
INCREASED112,974111,774+1,200+1%$37.8M$34.4M-$3.5M2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED108,959106,801+2,158+2%$36.1M$33.1M-$3.0M2026-10-19
Factory Mutual Insurance Co
INCREASED107,70099,450+8,250+8%$33.6M$32.8M-$887.4K2026-10-30
Covea Finance
DECREASED104,970111,470-6,500-6%$37.7M$31.9M-$5.8M2026-10-21
Flossbach VON Storch SE
INCREASED104,21591,144+13,071+14%$30.8M$31.7M+$862.3K2026-10-28
Kestra Advisory Services, LLC
INCREASED103,64681,908+21,738+27%$27.7M$31.5M+$3.8M2026-11-02
Smith Group Asset Management, LLC
DECREASED103,489169,063-65,574-39%$57.2M$31.5M-$25.7M2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED101,06898,931+2,137+2%$34.4M$30.5M-$3.9M2026-11-04
Neos Investment Management LLC
INCREASED98,89087,576+11,314+13%$29.6M$30.1M+$449.9K2026-11-04
Henshaw Capital LLC
UNCHANGED98,30598,30500%$33.3M$29.9M-$3.4M2026-11-03
Rakuten Investment Management, Inc.
NEW94,679—+94,679——$28.9M—2026-10-30
Amalgamated Bank
DECREASED93,41396,746-3,333-3%$32.7M$28.4M-$4.3M2026-10-23
Ethic Inc.
INCREASED85,78485,634+150+0%$29.0M$26.1M-$2.9M2026-11-03
Oppenheimer & Co Inc
INCREASED84,86167,859+17,002+25%$23.0M$25.8M+$2.9M2026-10-26
Baxter Bros Inc
INCREASED84,51282,605+1,907+2%$27.9M$25.7M-$2.2M2026-11-04
Davenport & Co LLC
DECREASED83,66785,054-1,387-2%$28.8M$25.4M-$3.3M2026-10-14
Quilter Plc
DECREASED83,22684,231-1,005-1%$28.5M$25.3M-$3.2M2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED81,95640,175+41,781+104%$13.6M$24.9M+$11.3M2026-10-29
Lido Advisors, LLC
INCREASED81,56080,183+1,377+2%$27.1M$24.8M-$2.3M2026-11-04
OP Asset Management Ltd
INCREASED81,28261,120+20,162+33%$20.7M$24.7M+$4.0M2026-11-05
Chesley Taft & Associates LLC
DECREASED81,24381,938-695-1%$27.7M$24.7M-$3.0M2026-10-13
One Way Holdings LLC
INCREASED80,98777,226+3,761+5%$26.1M$24.6M-$1.5M2026-10-29
Welch & Forbes LLC
DECREASED79,84081,174-1,334-2%$27.5M$24.3M-$3.2M2026-11-04
LVM Capital Management LTD
INCREASED79,75279,690+62+0%$27.0M$24.3M-$2.7M2026-10-20
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED79,70374,950+4,753+6%$25.4M$24.2M-$1.1M2026-11-06
MacKenzie Financial Corp
INCREASED78,81677,962+854+1%$26.4M$24.0M-$2.4M2026-11-02
New York Life Investment Management LLC
DECREASED78,65179,499-848-1%$26.9M$23.9M-$3.0M2026-11-04
Dana Investment Advisors, Inc.
DECREASED78,30179,029-728-1%$26.7M$23.8M-$2.9M2026-11-06
Franklin Street Advisors Inc
INCREASED77,53376,817+716+1%$26.0M$23.6M-$2.4M2026-10-13
Investment House LLC
DECREASED77,120112,119-34,999-31%$37.9M$23.5M-$14.5M2026-10-21
B. Metzler seel. Sohn & Co. AG
INCREASED76,25774,028+2,229+3%$25.0M$23.2M-$1.9M2026-10-30
Founders Capital Management, LLC
DECREASED75,51575,527-120%$25.5M$23.0M-$2.6M2026-10-23
Generali Asset Management SPA SGR
INCREASED73,03668,828+4,208+6%$23.3M$22.2M-$1.1M2026-10-26
Braun Stacey Associates Inc
INCREASED72,28370,993+1,290+2%$24.0M$22.0M-$2.0M2026-10-19
Willis Investment Counsel
INCREASED72,06567,676+4,389+6%$22.9M$21.9M-$976.4K2026-10-20
J. L. Bainbridge & Co., Inc.
INCREASED71,88959,895+11,994+20%$20.3M$21.9M+$1.6M2026-10-20
Ninety One UK Ltd
NEW70,087—+70,087——$21.3M—2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED70,08770,015+72+0%$23.7M$21.3M-$2.4M2026-11-05
Candriam S.C.A.
DECREASED69,190126,799-57,609-45%$42.8M$21.1M-$21.7M2026-11-03
HB Wealth Management, LLC
INCREASED68,94268,800+142+0%$23.3M$21.0M-$2.3M2026-10-23
Abner Herrman & Brock LLC
DECREASED68,07069,287-1,217-2%$23.4M$20.7M-$2.7M2026-10-20
Maple Capital Management, Inc.
DECREASED66,62170,722-4,101-6%$23.9M$20.3M-$3.7M2026-11-02
Parthenon LLC
DECREASED66,30066,425-1250%$22.5M$20.2M-$2.3M2026-10-22
Illinois Municipal Retirement Fund
INCREASED66,08960,348+5,741+10%$20.4M$20.1M-$315.0K2026-11-05
Oregon Public Employees Retirement Fund
DECREASED64,75365,490-737-1%$22.2M$19.7M-$2.5M2026-10-30
LBP AM SA
INCREASED64,68064,044+636+1%$21.7M$19.7M-$2.0M2026-11-06
ABN Amro Investment Solutions
INCREASED64,33554,037+10,298+19%$18.3M$19.6M+$1.3M2026-10-21
State of Alaska, Department of Revenue
DECREASED64,21366,462-2,249-3%$22.5M$19.5M-$3.0M2026-10-15
Citizens Financial Group Inc
DECREASED64,14265,806-1,664-3%$22.3M$19.5M-$2.8M2026-10-23
Narwhal Capital Management
INCREASED63,14456,415+6,729+12%$19.1M$19.2M+$119.6K2026-11-04
Eagle Global Advisors LLC
DECREASED63,08863,348-2600%$21.4M$19.2M-$2.2M2026-11-02
Perigon Wealth Management, LLC
DECREASED62,61566,831-4,216-6%$22.6M$19.0M-$3.6M2026-10-22
Birch Financial Group, LLC
DECREASED62,09462,109-150%$21.0M$18.9M-$2.1M2026-10-27
Hamilton Point Investment Advisors, LLC
DECREASED61,97862,002-240%$21.0M$18.8M-$2.1M2026-11-03
Tweedy, Browne Co LLC
DECREASED60,00462,719-2,715-4%$21.2M$18.2M-$3.0M2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED58,93665,919-6,983-11%$22.3M$17.9M-$4.4M2026-10-20
Neville Rodie & Shaw Inc
DECREASED57,94962,242-4,293-7%$21.1M$17.6K-$21.0M2026-10-05
GHP Investment Advisors, Inc.
DECREASED56,97057,037-670%$19.3M$17.3M-$2.0M2026-10-15
Assetmark, Inc
DECREASED56,72358,190-1,467-3%$19.7M$17.2M-$2.4M2026-10-21
Florida Trust Wealth Management Co
INCREASED56,50755,087+1,420+3%$18.6M$17.2M-$1.4M2026-11-05
Moran Wealth Management, LLC
INCREASED56,22855,870+358+1%$18.9M$17.1M-$1.8M2026-10-22
Cornerstone Advisors, LLC
INCREASED56,10550,301+5,804+12%$17.0M$17.1M+$47.2K2026-11-06
Yousif Capital Management, LLC
DECREASED55,14455,556-412-1%$18.8M$16.8M-$2.0M2026-10-22
Mutual of America Capital Management LLC
DECREASED53,93554,891-956-2%$18.6M$16.4M-$2.2M2026-10-23
Carret Asset Management, LLC
DECREASED51,71651,921-2050%$17.6M$15.7M-$1.8M2026-11-04
Avanza Fonder AB
INCREASED51,14246,178+4,964+11%$15.6M$15.6M-$67.4K2026-10-13
Calamos Wealth Management LLC
DECREASED51,09453,099-2,005-4%$18.0M$15.5M-$2.4M2026-11-02
Kestra Private Wealth Services, LLC
DECREASED50,81854,809-3,991-7%$18.5M$15.5M-$3.1M2026-11-06
Chemistry Wealth Management LLC
DECREASED50,67050,684-140%$17.1M$15.4M-$1.7M2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
DECREASED50,59752,436-1,839-4%$17.7M$15.4M-$2.3M2026-10-22
Vontobel Holding Ltd.
DECREASED50,46975,902-25,433-34%$25.7M$15.3M-$10.3M2026-10-16
Mirae Asset Securities (USA) Inc.
NEW50,313—+50,313——$15.3M—2026-10-15
Stockman Wealth Management, Inc.
INCREASED50,28848,578+1,710+4%$16.4M$15.3M-$1.1M2026-10-27
Allen Mooney & Barnes Investment Advisors LLC
INCREASED49,89749,326+571+1%$16.7M$15.2M-$1.5M2026-10-08
Merit Financial Group, LLC
INCREASED49,66147,284+2,377+5%$16.0M$15.1M-$892.1K2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED49,57555,457-5,882-11%$18.8M$15.1M-$3.7M2026-10-20
Anchor Capital Advisors LLC
DECREASED49,45949,871-412-1%$16.9M$15.0M-$1.8M2026-11-05
Matthew Goff Investment Advisor, LLC
DECREASED49,19849,357-1590%$16.7M$15.0M-$1.7M2026-10-13
Sky Investment Group LLC
INCREASED48,46147,260+1,201+3%$16.0M$14.7M-$1.2M2026-10-30
Glenview Trust Co
DECREASED48,17458,746-10,572-18%$19.9M$14.6M-$5.2M2026-10-28
Savant Capital, LLC
INCREASED48,15131,159+16,992+55%$10.5M$14.6M+$4.1M2026-11-06
Perennial Advisors, LLC
DECREASED47,58248,090-508-1%$16.3M$14.5M-$1.8M2026-10-13
ASR Vermogensbeheer N.V.
INCREASED47,16740,186+6,981+17%$13.6M$14.3M+$751.0K2026-10-16
Fulton Breakefield Broenniman LLC
INCREASED45,94345,916+27+0%$15.5M$14.0M-$1.6M2026-11-03
HS Management Partners, LLC
INCREASED45,74145,119+622+1%$15.3M$13.9M-$1.4M2026-11-05
Fishman JAY A LTD
DECREASED45,63347,883-2,250-5%$16.2M$13.9M-$2.3M2026-10-26
Equitable Trust Co
DECREASED45,33748,698-3,361-7%$16.5M$13.8M-$2.7M2026-10-13
Vise Technologies, Inc.
NEW44,965—+44,965——$13.7M—2026-10-29
Clearstead Advisors, LLC
INCREASED44,92744,009+918+2%$14.9M$13.7M-$1.2M2026-11-06
Eagle Rock Investment Company, LLC
DECREASED44,59444,662-680%$15.1M$13.6M-$1.5M2026-10-21
Assenagon Asset Management S.A.
INCREASED44,32127,954+16,367+59%$9.5M$13.5M+$4.0M2026-10-15
Venture Visionary Partners LLC
INCREASED43,83337,945+5,888+16%$12.8M$13.3M+$494.6K2026-10-07
Foyston, Gordon & Payne Inc
INCREASED43,29942,942+357+1%$14.6M$13.2M-$1.4M2026-11-02
Atria Investments, Inc
DECREASED42,84548,360-5,515-11%$16.4M$13.0M-$3.3M2026-10-15
LaFleur & Godfrey LLC
INCREASED42,68042,539+141+0%$14.4M$13.0M-$1.4M2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED41,89641,89600%$14.2M$12.7M-$1.4M2026-10-20
Jefferies Financial Group Inc.
DECREASED40,81469,376-28,562-41%$23.5M$12.4M-$11.1M2026-11-05
Private Advisory Group LLC
INCREASED40,66838,198+2,470+6%$12.9M$12.4M-$553.4K2026-11-06
Shayne & Jacobs, LLC
DECREASED40,47941,139-660-2%$13.9M$12.3M-$1.6M2026-10-21
Brookstone Capital Management
INCREASED40,41539,058+1,357+3%$13.2M$12.3M-$921.0K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED40,24436,558+3,686+10%$12.4M$12.2M-$127.5K2026-10-16
Greenwood Gearhart LLC
INCREASED40,01238,028+1,984+5%$12.9M$12.2M-$695.3K2026-11-02
Van Cleef Asset Management,Inc
DECREASED39,79540,403-608-1%$13.7M$12.1M-$1.6M2026-10-20
Cullinan Associates Inc
INCREASED39,76238,796+966+2%$13.1M$12.1M-$1.0M2026-11-03
Searle & Co.
DECREASED39,71441,714-2,000-5%$14.1M$12.1M-$2.0M2026-11-04
Griffin Asset Management, Inc.
DECREASED39,59139,971-380-1%$13.5M$12.0M-$1.5M2026-10-22
Kintegral Advisory, LLC
INCREASED38,81638,597+219+1%$13.1M$11.8M-$1.3M2026-10-16
NWF Advisory Services Inc.
INCREASED37,99937,731+268+1%$12.8M$11.6M-$1.2M2026-10-19
Bradley & Co. Private Wealth Management, LLC
DECREASED37,93138,441-510-1%$13.0M$11.5M-$1.5M2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED37,73538,075-340-1%$12.9M$11.5M-$1.4M2026-10-21
D.A. Davidson & Co.
INCREASED37,64835,674+1,974+6%$12.1M$11.4M-$618.0K2026-10-28
Galvin, Gaustad & Stein, LLC
DECREASED37,33639,797-2,461-6%$13.5M$11.4M-$2.1M2026-10-08
Bensler, LLC
INCREASED37,18636,246+940+3%$12.3M$11.3M-$952.1K2026-11-05
Radnor Capital Management, LLC
DECREASED36,85037,050-200-1%$12.5M$11.2M-$1.3M2026-10-23
Pittenger & Anderson Inc
INCREASED36,06735,348+719+2%$12.0M$11.0M-$988.5K2026-11-02
WoodTrust Financial Corp
DECREASED36,04636,591-545-1%$12.4M$11.0M-$1.4M2026-10-09
Highland Capital Management, LLC
INCREASED36,03428,762+7,272+25%$9.7M$11.0M+$1.2M2026-10-26
Meiji Yasuda America Inc
INCREASED35,77528,592+7,183+25%$9.7M$10.9M+$1.2M2026-10-22
Jacobs & Co
INCREASED34,99733,547+1,450+4%$11.3M$10.6M-$705.0K2026-10-09
Crossmark Global Holdings, Inc.
DECREASED34,94371,454-36,511-51%$24.2M$10.6M-$13.5M2026-10-21
MFA Wealth Advisors, LLC
DECREASED34,87235,055-183-1%$11.9M$10.6M-$1.3M2026-10-07
Univest Financial Corp
DECREASED34,82940,629-5,800-14%$13.7M$10.6M-$3.2M2026-11-05
Norman Fields, Gottscho Capital Management, LLC
DECREASED34,41534,430-150%$11.6M$10.5M-$1.2M2026-10-05
Meyer Handelman Co
UNCHANGED34,36534,36500%$11.6M$10.5M-$1.2M2026-10-28
Ascent Group, LLC
INCREASED33,65930,121+3,538+12%$10.2M$10.2M+$47.4K2026-10-30
Lorne Steinberg Wealth Management Inc.
DECREASED32,93433,084-1500%$11.2M$10.0M-$1.2M2026-10-23
Quadrant Capital Group LLC
DECREASED32,72833,121-393-1%$11.2M$10.1M-$1.1M2026-10-20
Nippon Life Global Investors Americas, Inc.
DECREASED32,59040,110-7,520-19%$13.6M$9.9M-$3.7M2026-10-29
SP Asset Management LLC
DECREASED32,37033,837-1,467-4%$11.4M$9.8M-$1.6M2026-11-05
Maryland State Retirement & Pension System
INCREASED32,24628,405+3,841+14%$9.6M$9.8M+$198.0K2026-11-05
Legacy Trust
INCREASED31,36031,345+15+0%$10.6M$10.0M-$595.2K2026-11-06
Stokes Capital Advisors, LLC
DECREASED31,25432,838-1,584-5%$11.1M$9.5M-$1.6M2026-10-09
Letson Investment Management, Inc.
DECREASED31,07931,240-161-1%$10.6M$9.5M-$1.1M2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED30,30433,927-3,623-11%$11.5M$9.2M-$2.3M2026-11-05
LB Partners LLC
UNCHANGED30,00030,00000%$10.1M$9.1M-$1.0M2026-11-05
Thompson Siegel & Walmsley LLC
DECREASED29,69129,863-172-1%$10.1M$9.0M-$1.1M2026-11-05
Torrey Growth & Income Advisors
DECREASED29,63729,747-1100%$10.1M$9.1M-$981.4K2026-11-04
Plato Investment Management Ltd
INCREASED29,34622,911+6,435+28%$7.7M$9.0M+$1.3M2026-11-05
KMG Fiduciary Partners, LLC
DECREASED28,89629,697-801-3%$10.0M$8.8M-$1.3M2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED28,88725,478+3,409+13%$8.6M$8.8M+$166.7K2026-11-05
Hartford Investment Management Co
DECREASED28,24329,462-1,219-4%$10.0M$8.6M-$1.4M2026-11-04
Orange Investment Advisors, Inc.
DECREASED28,15333,061-4,908-15%$11.2M$8.6M-$2.6M2026-10-23
Pavion Blue Capital, LLC
DECREASED27,99228,239-247-1%$9.6M$8.5M-$1.0M2026-11-05
Oak Thistle LLC
INCREASED27,3282,448+24,880+1016%$828.0K$8.3M+$7.5M2026-10-21
Stenger Family Office, LLC
INCREASED26,87321,141+5,732+27%$7.2M$8.3M+$1.2M2026-10-22
Imc-Chicago, LLC
DECREASED26,87132,609-5,738-18%$11.0M$8.2M-$2.9M2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED26,86326,86300%$9.1M$9.1M$02026-10-15
Dillon & Associates Inc
INCREASED26,77720,678+6,099+30%$7.0M$8.1M+$1.2M2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED26,66423,632+3,032+13%$8.0M$8.1M+$115.0K2026-10-26
New Mexico Educational Retirement Board
UNCHANGED26,66326,66300%$9.0M$8.1M-$911.0K2026-11-05
Guardian Partners Inc.
DECREASED26,59426,654-600%$9.0M$8.1M-$928.5K2026-10-21
Reliant Investment Management, LLC
INCREASED26,55626,535+21+0%$9.0M$8.1M-$899.8K2026-10-14
Foster Group, Inc.
DECREASED26,42226,582-160-1%$9.0M$8.0M-$956.4K2026-10-13
Boyd Watterson Asset Management LLC
DECREASED26,13826,176-380%$8.9M$7.9M-$905.5K2026-11-06
Naples Global Advisors, LLC
INCREASED25,98025,742+238+1%$8.7M$7.9M-$806.7K2026-11-05
Louisiana State Employees Retirement System
DECREASED25,90027,200-1,300-5%$9.2M$7.9M-$1.3M2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED25,53630,423-4,887-16%$10.3M$7.8M-$2.5M2026-10-16
Americana Partners, LLC
INCREASED25,14523,995+1,150+5%$8.1M$7.6M-$469.9K2026-10-28
Chatham Capital Group, Inc.
INCREASED25,11124,853+258+1%$8.4M$7.6M-$770.3K2026-10-16
Prospera Financial Services Inc
INCREASED25,11022,376+2,734+12%$7.6M$8.0M+$443.5K2026-11-04
Kerusso Capital Management LLC
INCREASED25,10722,741+2,366+10%$7.7M$7.6M-$57.1K2026-10-27
Bokf, NA
INCREASED25,08524,481+604+2%$8.3M$7.6M-$652.4K2026-10-27
Coastline Trust Co
DECREASED24,91125,969-1,058-4%$8.8M$7.6M-$1.2M2026-10-01
Central Trust Co
DECREASED24,82124,836-150%$8.4M$7.5M-$852.7K2026-11-05
Choreo, LLC
DECREASED24,81124,888-770%$8.4M$7.5M-$873.0K2026-10-28
AMG National Trust Bank
INCREASED24,78624,763+23+0%$8.4M$7.5M-$838.5K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
INCREASED24,70524,592+113+0%$8.3M$7.5M-$805.5K2026-10-23
Trust Co of Vermont
DECREASED24,56324,582-190%$8.3M$7.5M-$845.3K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED24,52123,832+689+3%$8.1M$7.5M-$604.3K2026-11-05
UMB Bank, n.a.
DECREASED24,34326,157-1,814-7%$8.8M$7.4M-$1.4M2026-11-06
Riggs Asset Managment Co. Inc.
INCREASED24,18423,872+312+1%$8.1M$7.4M-$720.4K2026-11-05
Union Bancaire Privee, UBP SA
INCREASED24,0264,081+19,945+489%$1.1M$12.1M+$11.0M2026-11-04
Hendershot Investments Inc.
UNCHANGED23,90323,90300%$8.1M$7.3M-$816.3K2026-11-05
AIA Group Ltd
INCREASED23,44319,530+3,913+20%$6.6M$7.1M+$523.0K2026-10-30
Diversify Advisory Services, LLC
INCREASED23,30422,596+708+3%$7.6M$7.3M-$263.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED23,30422,596+708+3%$7.6M$7.3M-$263.9K2026-10-20
CX Institutional
DECREASED23,28539,810-16,525-42%$13.5M$7.1K-$13.5M2026-10-02
Chicago Trust Co NA
INCREASED23,22721,359+1,868+9%$7.2M$7.1M-$161.4K2026-10-28
Strategic Wealth Investment Group, LLC
DECREASED23,20624,203-997-4%$8.2M$7.1M-$1.1M2026-10-29
AlphaCore Capital LLC
INCREASED23,1727,050+16,122+229%$2.4M$7.0M+$4.7M2026-11-04
Sagespring Wealth Partners, LLC
INCREASED23,13322,554+579+3%$7.6M$7.0M-$594.2K2026-10-22
Bretton Capital Management, LLC
UNCHANGED23,10023,10000%$7.8M$7.0M-$788.9K2026-10-22
JLB & Associates Inc
DECREASED22,93123,081-150-1%$7.8M$7.8M-$50.7K2026-10-27
Payden & Rygel
DECREASED22,70039,600-16,900-43%$13.4M$6.9M-$6.5M2026-10-28
Park Avenue Securities LLC
DECREASED22,59823,070-472-2%$7.8M$6.9M-$931.0K2026-10-26
Robertson Stephens Wealth Management, LLC
DECREASED22,53125,741-3,210-12%$8.7M$6.9M-$1.9M2026-10-16
AlpenGlobal Capital LLC
INCREASED22,20522,111+94+0%$7.5M$6.8M-$726.5K2026-11-06
Farther Finance Advisors, LLC
INCREASED22,11218,655+3,457+19%$6.3M$6.7M+$412.7K2026-10-08
Formuepleje A/S
DECREASED21,94423,780-1,836-8%$8.0M$6.7M-$1.4M2026-10-15
Asset Dedication, LLC
INCREASED21,28621,263+23+0%$7.2M$6.5M-$719.2K2026-11-03
Wedbush Securities Inc
DECREASED21,22521,636-411-2%$7.3M$6.5M-$863.0K2026-10-22
Chapman Investment Management, LLC
NEW21,209—+21,209——$6.4M—2026-11-03
Condor Capital Management
INCREASED21,18921,166+23+0%$7.2M$6.4M-$715.9K2026-11-06
Tokio Marine Asset Management Co LTD
INCREASED21,17220,210+962+5%$6.8M$6.4M-$397.6K2026-10-26
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED21,07820,912+166+1%$7.1M$6.4M-$663.7K2026-10-13
Kanawha Capital Management LLC
INCREASED20,68420,417+267+1%$6.9M$6.3M-$616.1K2026-10-19
Bailard, Inc.
INCREASED20,61520,131+484+2%$6.8M$6.3M-$540.3K2026-10-13
Ceera Investments, LLC
DECREASED20,41920,598-179-1%$7.0M$6.2M-$757.9K2026-11-02
Modera Wealth Management, LLC
INCREASED20,37518,722+1,653+9%$6.3M$6.2M-$136.6K2026-10-28
Bfsg, LLC
INCREASED20,14520,026+119+1%$6.8M$6.1M-$647.7K2026-10-30
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED20,11820,11800%$6.8M$6.1M-$687.0K2026-11-06
First Interstate Bank
DECREASED20,06020,721-661-3%$7.0M$6.1M-$908.6K2026-10-23
Rayburn West Financial Services LLC
INCREASED19,85219,651+201+1%$6.6M$6.0M-$609.9K2026-11-03
Caldwell Trust Co
INCREASED19,78118,631+1,150+6%$6.3M$6.0M-$286.5K2026-10-30
Meitav Investment House LTD
UNCHANGED19,69619,69600%$6.7M$6.0M-$675.5K2026-10-28
MGO One Seven LLC
INCREASED19,69119,378+313+2%$6.6M$6.0M-$566.6K2026-10-28
IFP Advisors, Inc
DECREASED19,68919,897-208-1%$6.7M$6.0M-$742.7K2026-10-16
Fulcrum Asset Management LLP
INCREASED19,63818,607+1,031+6%$6.3M$6.0M-$345.3K2026-11-04
Courier Capital LLC
INCREASED19,61619,147+469+2%$6.5M$6.0M-$511.2K2026-10-19
Verdence Capital Advisors LLC
INCREASED19,36118,482+879+5%$6.3M$5.9M-$363.8K2026-10-26
Welch Group, LLC
INCREASED18,97918,908+71+0%$6.4M$5.8M-$624.1K2026-10-29
N10 Wealth, LLC
INCREASED18,88615,499+3,387+22%$5.2M$5.7M+$500.7K2026-10-14
Intesa Sanpaolo Wealth Management
INCREASED18,88318,166+717+4%$6.1M$5.7M-$402.3K2026-10-28
Global X Japan Co., Ltd.
DECREASED18,88022,400-3,520-16%$7.6M$5.7M-$1.8M2026-10-21
Clear Harbor Asset Management, LLC
INCREASED18,8783,985+14,893+374%$1.3M$5.7M+$4.4M2026-11-05
E. Ohman J:or Asset Management AB
UNCHANGED18,79718,79700%$6.4M$5.7M-$641.9K2026-10-22
Dynamic Advisor Solutions LLC
INCREASED18,61718,210+407+2%$6.2M$5.7M-$498.2K2026-10-13
Procyon Advisors, LLC
DECREASED18,55022,540-3,990-18%$7.6M$5.6M-$2.0M2026-10-21
Montag A & Associates Inc
DECREASED18,48318,883-400-2%$6.4M$5.6M-$766.5K2026-10-29
Apollon Wealth Management, LLC
INCREASED18,36818,095+273+2%$6.1M$5.6M-$534.9K2026-10-23
Gilman Hill Asset Management, LLC
INCREASED18,18017,955+225+1%$6.1M$5.5M-$544.7K2026-10-13
Vertrix Wealth Management, LLC
INCREASED18,13018,098+32+0%$6.1M$5.5M-$608.2K2026-10-13
Conning Inc.
DECREASED18,12118,455-334-2%$6.2M$5.5M-$731.8K2026-10-27
Lincoln Capital LLC
DECREASED18,00818,043-350%$6.1M$5.5M-$622.8K2026-10-09
Pacifica Capital Investments, LLC
UNCHANGED17,99317,99300%$6.1M$5.5M-$614.5K2026-11-05
Seizert Capital Partners, LLC
INCREASED17,76317,442+321+2%$5.9M$5.4M-$498.0K2026-10-30
Community Financial Services Group, LLC
INCREASED17,76217,652+110+1%$6.1M$5.4M-$777.2K2026-10-15
Covenant Asset Management, LLC
DECREASED17,72218,500-778-4%$6.3M$5.4M-$868.4K2026-10-14
N10 Assets, LLC
INCREASED17,66915,305+2,364+15%$5.2M$5.4M+$196.2K2026-10-14
Evergreen Capital Management LLC
DECREASED17,59118,555-964-5%$6.3M$5.3M-$926.8K2026-10-23
Chemung Canal Trust Co
DECREASED17,50717,863-356-2%$6.0M$5.3M-$718.3K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED17,50415,479+2,025+13%$5.2M$5.3M+$87.1K2026-10-27
Mount Vernon Associates Inc
DECREASED17,41218,017-605-3%$6.1M$5.3M-$799.0K2026-10-26
Nordwand Advisors, LLC
INCREASED17,37617,331+45+0%$5.9M$5.3M-$578.2K2026-11-05
Titiun Yejiel
UNCHANGED17,23117,23100%$5.8M$5.2M-$588.4K2026-11-06
Signaturefd, LLC
DECREASED17,08017,093-130%$5.8M$5.2M-$587.9K2026-10-23
Resonant Capital Advisors, LLC
INCREASED16,92316,878+45+0%$5.7M$5.1M-$562.7K2026-10-15
WP Advisors, LLC
INCREASED16,85616,474+382+2%$5.6M$5.1M-$446.4K2026-10-22
Valeo Financial Advisors, LLC
DECREASED16,85316,950-97-1%$5.7M$5.1M-$608.5K2026-10-08
Global Wealth Management Investment Advisory, Inc.
INCREASED16,83016,125+705+4%$5.5M$5.1M-$336.2K2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED16,81014,820+1,990+13%$5.0M$5.1M+$99.1K2026-11-04
Blue Zone Wealth Advisors, LLC
DECREASED16,78219,800-3,018-15%$6.7M$5.1M-$1.6M2026-10-19
Greenleaf Trust
DECREASED16,73117,481-750-4%$5.9M$5.1M-$825.1K2026-10-29
Gamma Investing LLC
INCREASED16,41816,011+407+3%$5.4M$5.0M-$423.1K2026-10-08
JAG Capital Management, LLC
DECREASED16,39016,582-192-1%$5.6M$5.0M-$624.7K2026-11-06
North Dakota State Investment Board
INCREASED16,20615,653+553+4%$5.3M$4.9M-$366.4K2026-10-27
CFC Planning Co LLC
DECREASED16,17416,405-231-1%$5.5M$4.9M-$630.2K2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED16,12215,600+522+3%$5.3M$4.9M-$374.0K2026-10-13
Asio Capital, LLC
INCREASED16,07614,202+1,874+13%$4.8M$4.9M+$84.9K2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED15,88117,500-1,619-9%$5.9M$4.8M-$1.1M2026-11-03
Praxis Investment Management Inc
UNCHANGED15,79415,79400%$5.3M$4.8M-$539.0K2026-11-03
Bill Few Associates, Inc.
DECREASED15,68816,160-472-3%$5.5M$4.8M-$695.3K2026-10-09
Masterinvest Kapitalanlage GmbH
DECREASED15,48915,894-405-3%$5.4M$4.7M-$665.9K2026-11-03
ARQ Wealth Advisors, LLC
DECREASED15,39816,568-1,170-7%$5.8M$4.7M-$1.1M2026-10-29
Ritholtz Wealth Management
INCREASED15,39414,844+550+4%$5.0M$4.7M-$339.5K2026-11-05
Schmidt P J Investment Management Inc
NEW15,337—+15,337——$4.7M—2026-11-02
Independent Financial Group, LLC
INCREASED15,13912,504+2,635+21%$4.2M$4.6M+$374.2K2026-10-13
Asset Advisors Investment Management, LLC
INCREASED15,11910,040+5,079+51%$3.4M$4.6M+$1.2M2026-10-19
NorthCrest Asset Manangement, LLC
DECREASED15,05415,255-201-1%$5.3M$4.6M-$651.3K2026-10-13
RMR Wealth Builders
INCREASED15,05114,721+330+2%$5.0M$4.6M-$402.5K2026-10-22
Frank, Rimerman Advisors LLC
INCREASED14,77714,776+1+0%$5.0M$4.5M-$504.3K2026-10-16
Constitution Capital LLC
INCREASED14,76512,870+1,895+15%$4.4M$4.5M+$136.8K2026-10-23
Trust Co of Toledo NA
DECREASED14,75214,894-142-1%$5.0M$4.5M-$551.8K2026-10-16
Alps Advisors Inc
INCREASED14,74410,222+4,522+44%$3.5M$4.5M+$1.0M2026-11-03
Nemes Rush Group LLC
DECREASED14,73615,032-296-2%$5.1M$4.5M-$603.4K2026-11-04
Carnegie Investment Counsel
DECREASED14,69114,844-153-1%$5.0M$4.5M-$553.5K2026-10-20
Parallel Advisors, LLC
INCREASED14,66214,370+292+2%$4.9M$4.5M-$402.2K2026-11-03
Benedict Financial Advisors Inc
INCREASED14,66014,574+86+1%$4.9M$4.5M-$471.5K2026-10-07
Sowell Financial Services LLC
INCREASED14,58813,952+636+5%$4.7M$4.4M-$283.1K2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED14,56815,205-637-4%$5.1M$4.4M-$713.0K2026-10-13
Aviance Capital Partners, LLC
INCREASED14,52814,519+9+0%$4.9M$4.4M-$493.1K2026-10-29
Boston Common Asset Management, LLC
INCREASED14,52111,387+3,134+28%$3.9M$4.4M+$564.2K2026-10-13
Brighton Jones LLC
INCREASED14,43414,395+39+0%$4.9M$4.4M-$479.8K2026-11-03
Wedmont Private Capital
INCREASED14,26312,631+1,632+13%$4.4M$4.4M-$33.8K2026-10-09
Journey Advisory Group, LLC
INCREASED13,99413,809+185+1%$4.7M$4.3M-$415.3K2026-11-04
NBT Bank, N.A.
DECREASED13,99114,792-801-5%$5.0M$4.3M-$748.7K2026-10-21
Avior Wealth Management, LLC
DECREASED13,98316,468-2,485-15%$5.6M$4.3M-$1.3M2026-10-13
Fiduciary Family Office, LLC
INCREASED13,95512,841+1,114+9%$4.3M$4.2M-$99.8K2026-11-04
Wynn Capital, LLC
INCREASED13,93613,935+1+0%$4.7M$4.2M-$475.6K2026-10-13
Joel Isaacson & Co., LLC
INCREASED13,93213,924+8+0%$4.7M$4.2M-$472.9K2026-11-05
Park National Corp
DECREASED13,89014,681-791-5%$5.0M$4.2M-$741.9K2026-10-05
Tctc Holdings, LLC
INCREASED13,84913,445+404+3%$4.5M$4.2M-$336.3K2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED13,81822,288-8,470-38%$7.5M$4.2M-$3.3M2026-10-30
Securian Asset Management, Inc
DECREASED13,68214,142-460-3%$5.0M$4.2M-$864.7K2026-11-06
Farmers & Merchants Trust Co of Long Beach
DECREASED13,65713,759-102-1%$4.7M$4.2M-$500.9K2026-10-22
Wright Investors Service Inc
DECREASED13,63013,905-275-2%$4.7M$4.1M-$558.5K2026-11-02
Sigma Planning Corp
INCREASED13,52113,357+164+1%$4.5M$4.1M-$392.2K2026-10-23
Plimoth Trust Co LLC
INCREASED13,36312,719+644+5%$4.3M$4.1M-$238.5K2026-10-26
111 Capital
NEW13,290—+13,290——$4.0M—2026-11-03
Chicago Capital, LLC
INCREASED13,24713,031+216+2%$4.4M$4.0M-$379.3K2026-10-13
Moors & Cabot, Inc.
INCREASED13,23110,073+3,158+31%$3.4M$4.0M+$616.2K2026-11-06
Bell & Brown Wealth Advisors, LLC
DECREASED13,23114,154-923-7%$4.8M$4.0M-$763.8K2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED13,2274,874+8,353+171%$1.6M$4.0M+$2.4M2026-10-16
Midwest Professional Planners, Ltd.
DECREASED13,21713,655-438-3%$4.6M$4.0M-$599.4K2026-10-29
Fifth Third Wealth Advisors LLC
INCREASED13,17412,498+676+5%$4.2M$4.0M-$221.2K2026-10-22
Mitchell Capital Management Co
DECREASED13,15813,269-111-1%$4.5M$4.0M-$486.9K2026-10-29
Hartline Investment Corp/
DECREASED13,12816,329-3,201-20%$5.5M$4.0M-$1.5M2026-10-29
Goelzer Investment Management, Inc.
INCREASED12,93312,070+863+7%$4.1M$3.9M-$149.8K2026-10-16
Central Pacific Bank - Trust Division
DECREASED12,92516,373-3,448-21%$5.5M$3.9M-$1.6M2026-10-06
Smith Salley Wealth Management
DECREASED12,92513,053-128-1%$4.4M$3.9M-$484.7K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED12,90412,973-69-1%$4.4M$3.9M-$464.0K2026-10-07
Clear Trail Advisors, LLC
DECREASED12,88613,037-151-1%$4.4M$3.9M-$491.0K2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED12,76613,444-678-5%$4.5M$3.9M-$665.3K2026-10-23
Mirador Capital Partners LP
INCREASED12,741630+12,111+1922%$213.1K$3.9M+$3.7M2026-10-09
Nixon Peabody Trust Co
INCREASED12,6866,831+5,855+86%$2.3M$3.9M+$1.5M2026-10-23
Greenfield Savings Bank
DECREASED12,64112,756-115-1%$4.3M$3.8M-$470.6K2026-10-07
Crestwood Advisors Group, LLC
DECREASED12,64013,333-693-5%$4.5M$3.8M-$666.1K2026-10-27
Investment Advisory Services Inc
INCREASED12,47212,410+62+1%$4.2M$3.8M-$404.8K2026-10-27
Costello Asset Management, Inc
DECREASED12,47012,819-349-3%$4.3M$3.8M-$544.0K2026-10-30
Buckhead Capital Management LLC
INCREASED12,41912,380+39+0%$4.2M$3.8M-$410.9K2026-11-03
Insight Inv LLC
INCREASED12,41411,764+650+6%$4.0M$3.8M-$204.1K2026-10-27
Grandfield & Dodd, LLC
INCREASED12,03512,024+11+0%$4.1M$3.7M-$407.3K2026-10-29
Stone Summit Wealth LLC
DECREASED12,02213,401-1,379-10%$4.5M$3.7M-$877.0K2026-10-14
Compound Planning, Inc.
INCREASED11,92211,276+646+6%$3.8M$3.6M-$188.8K2026-11-05
Kimelman & Baird, LLC
INCREASED11,84711,055+792+7%$3.7M$3.6M-$136.7K2026-11-03
First Citizens Bank & Trust Co
INCREASED11,7926,133+5,659+92%$2.1M$3.6M+$1.5M2026-10-14
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED11,71311,71300%$4.0M$3.6M-$400.0K2026-11-06
DSG Capital Advisors, LLC
DECREASED11,70712,492-785-6%$4.4M$3.6M-$875.3K2026-11-05
Great Lakes Retirement, Inc.
INCREASED11,68811,633+55+0%$3.9M$3.6M-$380.5K2026-10-26
Kenora Financial, LLC
UNCHANGED11,60211,60200%$3.9M$3.5M-$396.2K2026-10-20
Ascentis Independent Advisors
INCREASED11,539332+11,207+3376%$112.3K$3.5M+$3.4M2026-11-03
Stonebridge Financial Group, LLC
DECREASED11,52815,442-3,914-25%$5.2M$3.5M-$1.7M2026-10-01
Arista Wealth Management, LLC
INCREASED11,43411,105+329+3%$3.8M$3.5M-$279.2K2026-10-29
Knuff & Co LLC
INCREASED11,42010,543+877+8%$3.6M$3.5M-$93.3K2026-11-06
Jacobi Capital Management LLC
INCREASED11,38311,237+146+1%$3.8M$3.5M-$339.1K2026-11-05
St. Johns Investment Management Company, LLC
DECREASED11,34311,718-375-3%$4.0M$3.4M-$514.2K2026-10-30
Family Capital Trust Co
UNCHANGED11,31811,31800%$3.8M$3.4M-$386.6K2026-10-22
Salvus Wealth Management, LLC
DECREASED11,31411,504-190-2%$3.9M$3.4M-$450.6K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED11,28910,928+361+3%$3.7M$3.4M-$263.4K2026-11-03
Fulton Bank, N.A.
DECREASED11,26811,461-193-2%$3.9M$3.4M-$450.1K2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED11,22011,256-360%$3.8M$3.4M-$395.4K2026-10-22
Compass Wealth Management LLC
DECREASED11,11211,606-494-4%$3.9M$3.4M-$546.6K2026-10-22
RFG - Bristol Wealth Advisors, LLC
DECREASED11,05111,135-84-1%$3.8M$3.4M-$405.9K2026-10-09
Ellsworth Advisors, LLC
NEW11,041—+11,041——$3.4M—2026-10-15
Vestor Capital, LLC
DECREASED11,034181,495-170,461-94%$64.1K$95-$64.0K2026-11-04
Independent Investors Inc
UNCHANGED11,00011,00000%$3.7M$3.3M-$375.7K2026-10-30
Level Four Advisory Services, LLC
INCREASED10,95810,731+227+2%$3.6M$3.3M-$297.6K2026-11-06
Cookson Peirce & Co Inc
DECREASED10,95513,184-2,229-17%$4.5M$3.3M-$1.1M2026-10-30
Griffith & Werner, Inc.
INCREASED10,8959,157+1,738+19%$3.1M$3.3M+$216.2K2026-11-04
Mission Wealth Management, LP
DECREASED10,89314,738-3,845-26%$5.0M$3.3M-$1.7M2026-10-15
Fideuram Asset Management (Ireland) dac
INCREASED10,8188,180+2,638+32%$2.7M$3.8M+$1.1M2026-10-29
Parkside Financial Bank & Trust
INCREASED10,78410,723+61+1%$3.6M$3.3M-$347.6K2026-10-27
Daymark Wealth Partners, LLC
DECREASED10,73911,493-754-7%$3.9M$3.3M-$621.6K2026-11-04
Bull Street Advisors, LLC
UNCHANGED10,67310,67300%$3.6M$3.2M-$364.0K2026-10-20
Columbia Asset Management
DECREASED10,65010,829-179-2%$3.7M$3.2M-$424.2K2026-10-19
Fruth Investment Management
DECREASED10,62510,630-50%$3.6M$3.2M-$364.0K2026-10-13
RFG Advisory, LLC
DECREASED10,56310,661-98-1%$3.6M$3.2M-$393.8K2026-11-03
Penn Davis Mcfarland Inc
DECREASED10,53610,546-100%$3.6M$3.2M-$363.2K2026-10-23
Legacy Financial Independent Advisors LLC
DECREASED10,46013,453-2,993-22%$4.6M$3.2M-$1.4M2026-11-02
Tema Etfs LLC
INCREASED10,40810,234+174+2%$3.5M$3.2M-$296.6K2026-10-16
Lebenthal Global Advisors, LLC
INCREASED10,3989,672+726+8%$3.3M$3.2M-$109.7K2026-10-28
VAN Strum & Towne Inc.
INCREASED10,39710,098+299+3%$3.4M$3.2M-$253.9K2026-11-06
Banyan Capital Management, Inc.
UNCHANGED10,37910,37900%$3.5M$3.2M-$354.4K2026-11-05
Cullen Investment Group, Ltd.
DECREASED10,37310,628-255-2%$3.6M$3.2M-$363.7K2026-10-13
Texas Bank & Trust Co
DECREASED10,35510,375-200%$3.5M$3.1M-$360.4K2026-11-04
HBK Sorce Advisory LLC
INCREASED10,35310,307+46+0%$3.6M$3.4M-$232.5K2026-11-06
Birinyi Associates Inc
DECREASED10,34011,360-1,020-9%$3.8M$3.1M-$698.0K2026-10-28
Global Trust Asset Management, LLC
INCREASED10,27310,267+6+0%$3.5M$3.1M-$348.8K2026-10-19
Fiduciary Alliance LLC
DECREASED10,26910,676-407-4%$3.6M$3.1M-$488.3K2026-10-13
Canandaigua National Bank & Trust Co
DECREASED10,26210,332-70-1%$3.5M$3.1M-$374.1K2026-10-07
KCM Investment Advisors LLC
DECREASED10,26010,402-142-1%$3.5M$3.1M-$398.4K2026-10-27
Beese Fulmer Investment Management, Inc.
INCREASED10,0959,329+766+8%$3.2M$3.1M-$85.7K2026-10-23
Personal CFO Solutions, LLC
DECREASED9,97810,480-502-5%$3.5M$3.0M-$510.7K2026-11-06
Cornerstone Planning, LLC
INCREASED9,9602,880+7,080+246%$974.2K$3.3M+$2.3M2026-10-27
Carl P. Sherr & Co., LLC
DECREASED9,74710,011-264-3%$3.4M$3.0M-$422.3K2026-11-06
Nvwm, LLC
INCREASED9,6739,628+45+0%$3.3M$2.9M-$314.8K2026-10-14
Bdf-Gestion
DECREASED9,64110,864-1,223-11%$2.5M$2.9M+$398.8K2026-10-19
Princeton Capital Management LLC
INCREASED9,6209,558+62+1%$3.2M$2.9M-$307.6K2026-10-27
Parkshore Wealth Management, Inc.
UNCHANGED9,5859,58500%$3.2M$2.9M-$327.3K2026-10-13
Sawyer & Company, Inc
DECREASED9,5729,682-110-1%$3.3M$2.9M-$364.1K2026-10-21
Solitude Financial Services
INCREASED9,5389,161+377+4%$3.1M$2.9M-$198.2K2026-10-26
Gateway Investment Advisers LLC
INCREASED9,5316,784+2,747+40%$2.3M$2.9M+$603.7K2026-10-13
Mindset Wealth Management, LLC
INCREASED9,5139,379+134+1%$3.2M$2.9M-$279.4K2026-10-19
Midwest Trust Co
INCREASED9,5007,833+1,667+21%$2.6M$2.9M+$239.4K2026-10-22
Institute for Wealth Management, Llc.
INCREASED9,4589,425+33+0%$3.2M$2.9M-$311.8K2026-11-06
MCF Advisors LLC
INCREASED9,4329,249+183+2%$3.1M$2.9M-$260.0K2026-10-28
Harbor Capital Advisors, Inc.
INCREASED9,2909,251+39+0%$3.1M$2.8M-$304.0K2026-10-22
Bell Asset Management Ltd
DECREASED9,28911,316-2,027-18%$3.8M$2.8M-$1.0M2026-10-08
Moody National Bank Trust Division
INCREASED9,2257,897+1,328+17%$2.7M$2.8M+$134.2K2026-10-06
Citizens National Bank Trust Department
DECREASED9,1589,162-40%$3.1M$2.8M-$314.1K2026-11-04
Profund Advisors LLC
INCREASED9,1538,597+556+6%$2.9M$2.8M-$124.5K2026-10-29
WD Rutherford LLC
INCREASED9,1418,559+582+7%$2.9M$2.8M-$115.3K2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW9,134—+9,134——$2.8M—2026-10-15
Applied Capital LLC
INCREASED9,0859,070+15+0%$3.1M$2.8M-$305.2K2026-10-07
Provenance Wealth Advisors, LLC
INCREASED9,0763,085+5,991+194%$1.0M$2.8M+$1.7M2026-10-30
QV Investors Inc.
DECREASED9,0709,220-150-2%$3.1M$2.8M-$361.0K2026-10-20
Elyxium Wealth, LLC
DECREASED9,0209,060-400%$3.1M$2.7M-$321.4K2026-10-27
Wesbanco Bank Inc
DECREASED8,97010,127-1,157-11%$3.4M$2.7M-$697.7K2026-11-04
SBI Securities Co., Ltd.
INCREASED8,9578,628+329+4%$2.9M$2.7M-$194.6K2026-10-22
Uhlmann Price Securities, LLC
DECREASED8,9318,938-70%$3.0M$2.7M-$307.4K2026-11-03
Peoples Financial Services Corp.
DECREASED8,9259,102-177-2%$3.1M$2.7M-$364.8K2026-10-20
GFG Capital, LLC
DECREASED8,9249,039-115-1%$3.1M$2.7M-$343.7K2026-10-16
Nations Financial Group Inc,
INCREASED8,8238,741+82+1%$3.0M$2.7M-$273.4K2026-11-05
Strata Wealth Advisors, LLC
DECREASED8,82112,861-4,040-31%$4.4M$2.7M-$1.7M2026-10-16
Focus Wealth Advisors, LLC
DECREASED8,8158,952-137-2%$3.0M$2.7M-$347.5K2026-10-14
Principle Wealth Partners LLC
INCREASED8,7818,662+119+1%$2.9M$2.7M-$259.4K2026-11-02
TD Private Client Wealth LLC
DECREASED8,7779,323-546-6%$3.2M$2.7M-$484.4K2026-10-28
CoreCap Advisors, LLC
DECREASED8,7649,434-670-7%$3.2M$2.7M-$525.8K2026-10-08
Investors Asset Management of Georgia Inc
DECREASED8,7298,831-102-1%$3.0M$2.7M-$332.5K2026-10-20
KWB Wealth
DECREASED8,6918,863-172-2%$3.0M$2.6M-$354.8K2026-10-16
Northern Financial Advisors Inc
UNCHANGED8,6478,64700%$2.9M$2.6M-$295.3K2026-10-29
First Affirmative Financial Network
NEW8,638—+8,638——$2.6M—2026-10-21
Woodmont Investment Counsel LLC
INCREASED8,5888,429+159+2%$2.9M$2.6M-$239.6K2026-10-29
Lodestone Wealth Management LLC
DECREASED8,5668,743-177-2%$3.0M$2.6M-$352.4K2026-10-14
Gen-Wealth Partners Inc
INCREASED8,4497,887+562+7%$2.7M$2.6M-$98.3K2026-11-04
Bigelow Investment Advisors, LLC
DECREASED8,4398,441-20%$2.9M$2.6M-$288.9K2026-10-13
BCV Asset Management Inc.
UNCHANGED8,3808,38000%$2.9M$2.6M-$303.7K2026-11-06
Marble Harbor Investment Counsel, LLC
INCREASED8,3598,346+13+0%$2.8M$2.5M-$281.1K2026-11-06
Tealwood Asset Management Inc
DECREASED8,3518,430-79-1%$2.9M$2.5M-$311.0K2026-10-13
Hardy Reed LLC
INCREASED8,3508,334+16+0%$2.8M$2.5M-$279.7K2026-11-06
Eads & Heald Wealth Management
DECREASED8,3238,367-44-1%$2.8M$2.5M-$299.1K2026-10-29
Oppenheimer Asset Management Inc.
DECREASED8,31215,377-7,065-46%$5.2M$2.5M-$2.7M2026-10-27
Tilia Fiduciary Partners, Inc.
INCREASED8,2827,932+350+4%$2.7M$2.5M-$164.5K2026-10-09
Beaumont Financial Advisors, LLC
DECREASED8,2528,274-220%$2.8M$2.5M-$289.2K2026-10-22
Baker Avenue Asset Management, LP
DECREASED8,2148,409-195-2%$2.8M$2.5M-$346.2K2026-11-06
GC Wealth Management RIA, LLC
DECREASED8,1908,775-585-7%$3.0M$2.5M-$477.6K2026-11-02
HUB Investment Partners, LLC
INCREASED8,1827,739+443+6%$2.6M$2.5M-$129.7K2026-11-03
Confluence Wealth Services, Inc.
DECREASED8,1678,178-110%$2.8M$2.5M-$282.6K2026-11-05
Bank of New Hampshire
DECREASED8,1138,175-62-1%$2.8M$2.5M-$298.0K2026-10-06
Axxion S.A.
UNCHANGED8,1008,10000%$2.7M$2.5M-$276.6K2026-10-22
Mather Group, Llc.
DECREASED8,0908,167-77-1%$2.8M$2.5M-$302.3K2026-10-14
Deane Retirement Strategies, Inc.
DECREASED8,0598,075-160%$2.7M$2.5M-$281.0K2026-10-09
Buttonwood Financial Advisors Inc.
DECREASED8,0448,084-400%$2.7M$2.4M-$288.3K2026-10-13
Fire Capital Management LLC
INCREASED8,0277,937+90+1%$2.7M$2.4M-$243.7K2026-10-27
Old National Bancorp
DECREASED7,9658,552-587-7%$2.9M$2.4M-$470.6K2026-10-20
Avestar Capital, LLC
INCREASED7,9126,845+1,067+16%$2.3M$2.4M+$90.6K2026-10-28
Symphony Financial, Ltd. Co.
INCREASED7,9096,583+1,326+20%$2.2M$2.4M+$165.7K2026-10-22
Wilkins Investment Counsel Inc
DECREASED7,8877,962-75-1%$2.7M$2.4M-$294.7K2026-11-03
Vivid Wealth Management, LLC
DECREASED7,8717,981-110-1%$2.7M$2.4M-$306.2K2026-10-27
Wealth Advisory Solutions, LLC
UNCHANGED7,8507,85000%$2.7M$2.4M-$268.1K2026-10-20
Ferguson Wellman Capital Management, Inc
INCREASED7,7627,495+267+4%$2.5M$2.4M-$174.8K2026-10-05
Bank of Stockton
DECREASED7,7527,767-150%$2.6M$2.4M-$269.8K2026-10-20
Penobscot Investment Management Company, Inc.
DECREASED7,7427,782-40-1%$2.6M$2.4M-$277.9K2026-10-26
Associated Banc-Corp
DECREASED7,6917,807-116-1%$2.6M$2.3M-$301.9K2026-10-30
Machina Capital S.A.S.
NEW7,683—+7,683——$2.3M—2026-11-05
ProVise Management Group, LLC
DECREASED7,6838,300-617-7%$2.8M$2.3M-$471.0K2026-11-06
Certuity, LLC
INCREASED7,6656,392+1,273+20%$2.2M$2.3M+$168.9K2026-11-02
BankPlus Trust Department
UNCHANGED7,6297,62900%$2.6M$2.3M-$260.5K2026-11-06
Signet Investment Advisory Group, Inc.
INCREASED7,6227,578+44+1%$2.6M$2.3M-$245.4K2026-10-30
Hilltop National Bank
DECREASED7,6227,644-220%$2.6M$2.3M-$267.7K2026-10-14
Parsons Capital Management Inc
INCREASED7,5817,475+106+1%$2.5M$2.3M-$223.0K2026-10-28
Burke & Herbert Bank & Trust Co
INCREASED7,5707,522+48+1%$2.5M$2.3M-$242.3K2026-11-02
Krilogy Financial LLC
INCREASED7,5656,412+1,153+18%$2.2M$2.4M+$187.7K2026-10-13
OFS Enterprise LLC
INCREASED7,5587,548+10+0%$2.6M$2.3M-$254.7K2026-10-16
Oak Harvest Investment Services
NEW7,456—+7,456——$2.3M—2026-10-20
Inlet Private Wealth, LLC
UNCHANGED7,4357,43500%$2.5M$2.3M-$253.9K2026-10-21
BLB&B Advisors, LLC
DECREASED7,3398,438-1,099-13%$2.9M$2.2M-$622.6K2026-10-27
Simplex Trading, LLC
NEW7,314—+7,314——$2.2M—2026-11-04
Community Bank, N.A.
INCREASED7,3136,348+965+15%$2.1M$2.2M+$76.6K2026-11-06
Harold Davidson & Associates Inc.
INCREASED7,3137,277+36+0%$2.5M$2.2M-$237.5K2026-10-29
Veracity Capital LLC
INCREASED7,2497,224+25+0%$2.4M$2.2M-$239.1K2026-10-08
Grove Bank & Trust
INCREASED7,2067,160+46+1%$2.4M$2.2M-$230.5K2026-10-08
Lindsell Train Ltd
DECREASED7,2007,600-400-5%$2.6M$2.2M-$381.2K2026-11-02
Chicago Partners Investment Group LLC
INCREASED7,1656,395+770+12%$2.2M$2.2M+$64.6K2026-10-27
NTV Asset Management LLC
DECREASED7,1607,575-415-5%$2.6M$2.2M-$384.9K2026-10-23
Financial Security Advisor, Inc.
DECREASED7,0857,488-403-5%$2.5M$2.2M-$378.1K2026-11-03
Natural Investments, LLC
DECREASED7,0718,506-1,435-17%$2.9M$2.2M-$726.6K2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED7,0676,511+556+9%$2.2M$2.1M-$70.3K2026-10-13
Leonteq Securities AG
INCREASED7,0591,595+5,464+343%$539.5K$2.1M+$1.6M2026-10-29
Boltwood Capital Management
DECREASED7,0407,070-300%$2.4M$2.1M-$250.6K2026-10-02
McAdam, LLC
INCREASED7,0236,956+67+1%$2.4M$2.1M-$217.1K2026-10-21
Premier Path Wealth Partners, LLC
INCREASED7,0096,752+257+4%$2.3M$2.1M-$152.4K2026-10-16
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED7,0007,602-602-8%$2.6M$2.1M-$442.7K2026-10-22
South Shore Capital Advisors
DECREASED6,9897,027-38-1%$2.4M$2.1M-$251.5K2026-10-20
Norden Group LLC
DECREASED6,9797,072-93-1%$2.4M$2.1M-$269.7K2026-10-20
Howard Capital Management Group, LLC
DECREASED6,9768,126-1,150-14%$2.7M$2.1M-$627.2K2026-10-16
NBZ Investment Advisors LLC
DECREASED6,9557,350-395-5%$2.5M$2.1M-$371.1K2026-10-30
Piedmont Capital Management, LLC
DECREASED6,8406,882-42-1%$2.3M$2.1M-$247.8K2026-10-21
Cadent Capital Advisors, LLC
INCREASED6,8366,666+170+3%$2.3M$2.1M-$176.0K2026-10-09
Sawgrass Asset Management LLC
DECREASED6,8327,216-384-5%$2.4M$2.1M-$363.2K2026-11-03
Rydar Equities, Inc.
INCREASED6,8036,739+64+1%$2.4M$2.1M-$319.8K2026-10-13
Mengis Capital Management, Inc.
DECREASED6,7927,791-999-13%$2.6M$2.1M-$570.0K2026-10-13
CenterBook Partners LP
INCREASED6,7363,376+3,360+100%$1.1M$2.0M+$906.5K2026-11-02
Eagle Capital Management, LLC
DECREASED6,7136,745-320%$2.3M$2.0M-$240.0K2026-10-19
Beacon Financial Group
DECREASED6,6056,827-222-3%$2.3M$2.0M-$300.6K2026-10-19
Accurate Wealth Management, LLC
INCREASED6,5555,987+568+9%$2.1M$2.0M-$66.2K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED6,5517,149-598-8%$2.4M$2.0M-$426.0K2026-10-05
Sapient Capital LLC
DECREASED6,5466,752-206-3%$2.3M$2.0M-$293.2K2026-10-08
Raab & Moskowitz Asset Management LLC
DECREASED6,5366,633-97-1%$2.2M$2.0M-$256.0K2026-11-02
Cypress Wealth Services, LLC
INCREASED6,5136,507+6+0%$2.2M$2.0M-$217.6K2026-10-21
Balboa Wealth Partners
DECREASED6,5096,847-338-5%$2.3M$2.0M-$336.6K2026-10-20
LEE Danner & Bass Inc
UNCHANGED6,5056,50500%$2.2M$2.0M-$222.1K2026-10-27
Angeles Wealth Management, LLC
INCREASED6,4996,177+322+5%$2.1M$2.0M-$113.0K2026-10-26
Lakeshore Capital Group, Inc.
INCREASED6,4635,972+491+8%$2.0M$2.0M-$54.5K2026-10-20
Lazard Freres Gestion S.A.S.
UNCHANGED6,4606,46000%$2.2M$2.0M-$221.0K2026-11-03
Center for Financial Planning, Inc.
UNCHANGED6,4146,41400%$2.2M$2.0M-$219.0K2026-10-26
Parisi Gray Wealth Management
DECREASED6,3996,405-60%$2.2M$1.9M-$220.4K2026-10-16
Simplicity Wealth,LLC
DECREASED6,36637,462-31,096-83%$12.7M$1.9M-$10.7M2026-10-23
Canopy Partners, LLC
INCREASED6,3416,241+100+2%$2.1M$1.9M-$182.7K2026-10-28
Highline Wealth Partners LLC
INCREASED6,3066,254+52+1%$2.1M$1.9M-$197.8K2026-10-19
Stablepoint Partners, LLC
INCREASED6,2876,235+52+1%$2.1M$1.9M-$197.1K2026-11-03
Canoe Financial LP
UNCHANGED6,2826,28200%$2.1M$1.9M-$227.2K2026-10-21
Monte Financial Group, LLC
INCREASED6,2756,274+1+0%$2.1M$1.9M-$201.6K2026-11-02
First Horizon Corp
DECREASED6,2566,317-61-1%$2.1M$1.9M-$234.3K2026-10-26
Rose Capital Advisors LLC
INCREASED6,2445,594+650+12%$1.9M$1.9M+$6.8K2026-11-04
First National Trust Co
DECREASED6,2246,414-190-3%$2.2M$1.9M-$276.8K2026-10-28
Obermeyer Wealth Partners
DECREASED6,1656,200-35-1%$2.1M$1.9M-$222.2K2026-10-21
Weil Company, Inc.
INCREASED6,1556,055+100+2%$2.0M$1.9M-$176.4K2026-10-14
Flagship Harbor Advisors, LLC
DECREASED6,1426,198-56-1%$2.1M$1.9M-$228.5K2026-10-26
Globalt Investments LLC / GA
DECREASED6,1406,362-222-3%$2.2M$1.9M-$284.8K2026-10-27
Summit Wealth Group LLC / Co
INCREASED6,0991,128+4,971+441%$381.4K$1.9M+$1.5M2026-10-29
Ignite Planners, LLC
INCREASED6,0965,383+713+13%$1.8M$1.9M+$43.4K2026-10-14
Excalibur Management Corp
DECREASED6,0916,206-115-2%$2.1M$1.9M-$246.9K2026-11-02
RMR Capital Management, LLC
DECREASED6,0836,260-177-3%$2.1M$1.8M-$267.6K2026-10-23
Piscataqua Savings Bank
DECREASED6,0656,124-59-1%$2.1M$1.8M-$227.1K2026-10-21
Turtle Creek Wealth Advisors, LLC
INCREASED6,0485,223+825+16%$1.8M$1.8M+$72.5K2026-10-15
Citadel Investment Advisory, Inc.
INCREASED6,0325,832+200+3%$2.0M$1.8M-$139.0K2026-10-15
SAX Wealth Advisors, LLC
INCREASED5,9953,369+2,626+78%$1.0M$1.8M+$804.1K2026-10-13
Trust Asset Management LLC
UNCHANGED5,9715,97100%$2.0M$1.8M-$203.9K2026-11-03
Hunter Associates Investment Management LLC
INCREASED5,9644,822+1,142+24%$1.6M$1.8M+$181.0K2026-10-26
3Chopt Investment Partners, LLC
INCREASED5,9545,952+2+0%$2.0M$1.8M-$202.7K2026-10-30
Hendley & Co Inc
INCREASED5,9505,580+370+7%$1.9M$1.8M-$78.0K2026-10-29
Private Trust Co NA
INCREASED5,9485,944+4+0%$2.0M$1.8M-$201.8K2026-10-20
Brian LOW Financial Group, LLC
INCREASED5,9075,637+270+5%$1.9M$1.8M-$110.4K2026-10-28
YHB Investment Advisors, Inc.
DECREASED5,8556,067-212-3%$2.1M$1.8M-$271.7K2026-10-08
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED5,8475,846+1+0%$2.0M$1.8M-$199.5K2026-11-03
Abundance Wealth Counselors
INCREASED5,8035,404+399+7%$1.8M$1.8M-$63.2K2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED5,7855,78500%$2.0M$1.8M-$197.6K2026-10-22
Koshinski Asset Management, Inc.
INCREASED5,7574,263+1,494+35%$1.4M$1.8M+$308.8K2026-10-29
Heck Capital Advisors, LLC
NEW5,753—+5,753——$1.7M—2026-10-14
Bison Wealth, LLC
INCREASED5,7484,858+890+18%$1.7M$1.8M+$61.1K2026-10-13
International Assets Investment Management, LLC
INCREASED5,7274,557+1,170+26%$1.6M$1.7M+$144.1K2026-11-02
Private Wealth Partners, LLC
DECREASED5,7206,420-700-11%$2.2M$1.7M-$432.1K2026-10-22
Axxcess Wealth Management, LLC
DECREASED5,7157,600-1,885-25%$2.6M$1.7M-$832.7K2026-10-21
Mccarter Private Wealth Services LLC
INCREASED5,7145,712+2+0%$1.9M$1.7M-$194.8K2026-10-22
Interchange Capital Partners, LLC
INCREASED5,7115,662+49+1%$1.9M$1.7M-$178.9K2026-10-28
Acropolis Investment Management, LLC
INCREASED5,6885,522+166+3%$1.9M$1.7M-$138.1K2026-10-08
Hager Investment Management Services, LLC
DECREASED5,6705,953-283-5%$2.0M$1.7M-$289.4K2026-11-04
KRS Capital Management, LLC
INCREASED5,6605,623+37+1%$1.9M$1.7M-$180.8K2026-10-16
Palisade Asset Management, LLC
DECREASED5,6596,359-700-11%$2.2M$1.7M-$430.0K2026-11-03
Spire Wealth Management
INCREASED5,6545,286+368+7%$1.8M$1.7M-$68.7K2026-10-30
Apella Capital, LLC
DECREASED5,6515,742-91-2%$2.0M$1.7M-$287.9K2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED5,6485,635+13+0%$1.9M$1.7M-$188.5K2026-10-23
Larson Financial Group LLC
INCREASED5,6355,081+554+11%$1.7M$1.7M-$5.1K2026-11-05
CV Advisors LLC
UNCHANGED5,6355,63500%$1.9M$1.7M-$192.4K2026-10-13
North Star Investment Management Corp.
INCREASED5,5794,864+715+15%$1.6M$1.7M+$51.3K2026-10-27
Olistico Wealth, LLC
DECREASED5,5765,634-58-1%$1.9M$1.7M-$210.2K2026-10-05
Beaumont Asset Management, L.L.C.
INCREASED5,5475,527+20+0%$1.9M$1.7M-$182.7K2026-10-16
Churchill Financial Advisors, LLC
INCREASED5,5095,109+400+8%$1.7M$1.7M-$52.8K2026-10-20
Cornerstone Planning Group LLC
INCREASED5,4995,454+45+1%$1.9M$1.7M-$207.5K2026-10-16
Legacy Edge Advisors, LLC
DECREASED5,4915,791-300-5%$2.0M$1.7M-$289.0K2026-11-06
TCI Wealth Advisors, Inc.
INCREASED5,4805,287+193+4%$1.8M$1.7M-$121.9K2026-10-30
Alpine Bank Wealth Management
UNCHANGED5,4455,44500%$1.8M$1.7M-$185.9K2026-10-16
Woodstock Corp
INCREASED5,4254,356+1,069+25%$1.5M$1.6M+$176.3K2026-10-13
Paragon Private Wealth Management, LLC
DECREASED5,3436,111-768-13%$2.1M$1.6M-$442.3K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED5,3044,748+556+12%$1.6M$1.6M+$6.7K2026-10-21
Everett Harris & Co
DECREASED5,2796,046-767-13%$2.0M$1.6M-$439.7K2026-10-28
Milestone Asset Management, LLC
INCREASED5,2574,889+368+8%$1.7M$1.6M-$55.0K2026-10-15
Meridian Wealth Management, LLC
INCREASED5,2525,249+3+0%$1.8M$1.6M-$178.3K2026-11-05
Wolverine Asset Management LLC
INCREASED5,228752+4,476+595%$254.4K$1.6M+$1.3M2026-11-02
Beacon Bank & Trust
DECREASED5,2216,761-1,540-23%$2.3M$1.6M-$699.2K2026-10-27
Net Worth Advisory Group
DECREASED5,2205,316-96-2%$1.8M$1.6M-$221.4K2026-10-20
Garde Capital, Inc.
INCREASED5,2185,179+39+1%$1.8M$1.6M-$165.0K2026-10-29
Taylor Frigon Capital Management LLC
DECREASED5,2035,204-10%$1.8M$1.6M-$178.0K2026-10-23
Aaron Wealth Advisors LLC
DECREASED5,1877,192-2,005-28%$2.4M$1.6M-$855.3K2026-10-13
EverSource Wealth Advisors, LLC
DECREASED5,1875,817-630-11%$2.0M$1.6M-$390.6K2026-11-04
Portside Wealth Group, LLC
INCREASED5,1774,713+464+10%$1.6M$1.6M-$19.8K2026-10-20
Strategic Advisors LLC
INCREASED5,1775,162+15+0%$1.7M$1.6M-$171.8K2026-10-13
Laurel Wealth Advisors LLC
UNCHANGED5,1405,14000%$1.7M$1.6M-$175.5K2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED5,1384,534+604+13%$1.5M$1.6M+$28.8K2026-10-29
Sterling Wealth Management, Inc.
UNCHANGED5,1345,13400%$1.7M$1.6M-$175.3K2026-10-23
MeadowBrook Investment Advisors LLC
DECREASED5,1115,146-35-1%$1.7M$1.7M-$78.7K2026-10-29
RED Cedar Investment Management, LLC
UNCHANGED5,1085,10800%$1.7M$1.6M-$174.4K2026-11-04
Doliver Advisors, LP
DECREASED5,1045,214-110-2%$1.8M$1.6M-$211.5K2026-10-01
S.A. Mason LLC
DECREASED5,1045,119-150%$1.7M$1.6M-$179.1K2026-10-13
Magnus Financial Group LLC
INCREASED5,0854,859+226+5%$1.6M$1.5M-$97.0K2026-10-21
Lyell Wealth Management, LP
INCREASED5,0794,977+102+2%$1.7M$1.5M-$138.9K2026-10-30
Bradyco, Inc.
UNCHANGED5,0745,07400%$1.7M$1.5M-$173.3K2026-11-03
Mattern Capital Management, LLC
INCREASED5,0634,491+572+13%$1.5M$1.5M+$20.6K2026-11-02
Whelan Financial
INCREASED5,0604,728+332+7%$1.6M$1.5M-$60.5K2026-10-28
Applied Finance Capital Management, LLC
NEW5,027—+5,027——$1.5M—2026-11-03
Spirit of America Management Corp
UNCHANGED5,0005,00000%$1.7M$1.5M-$170.8K2026-10-14
Pecaut & Co.
DECREASED4,9955,015-200%$1.7M$1.5M-$177.3K2026-10-27
Summit Place Financial Advisors, LLC
INCREASED4,959675+4,284+635%$228.3K$1.5M+$1.3M2026-10-23
Moss Adams Wealth Advisors LLC
DECREASED4,9575,512-555-10%$1.9M$1.5M-$356.8K2026-10-28
Cane Capital Partners, LLC
INCREASED4,9514,283+668+16%$1.4M$1.5M+$56.9K2026-10-23
Cigna Investments Inc
INCREASED4,9514,949+2+0%$1.7M$1.5M-$169.0K2026-10-19
Busey Bank
DECREASED4,9435,515-572-10%$1.9M$1.5M-$362.3K2026-10-26
Trust Point Inc.
NEW4,937—+4,937——$1.5M—2026-10-27
Everhart Financial Group, Inc.
DECREASED4,9355,208-273-5%$1.8M$1.5M-$260.9K2026-10-08
Realta Investment Advisors
INCREASED4,9284,594+334+7%$1.6M$1.5M-$55.3K2026-10-14
William Allan Corp
DECREASED4,9085,057-149-3%$1.7M$1.5M-$218.2K2026-10-14
Lanark Financial, Inc.
INCREASED4,9084,887+21+0%$1.7M$1.5M-$160.8K2026-10-26
Altfest L J & Co Inc
DECREASED4,8985,003-105-2%$1.7M$1.5M-$202.8K2026-10-27
Investment Research Partners LLC
INCREASED4,8974,778+119+2%$1.6M$1.5M-$126.9K2026-10-19
CWA Asset Management Group, LLC
DECREASED4,8694,992-123-2%$1.7M$1.5M-$208.0K2026-10-19
IronOak Wealth Llc.
NEW4,861—+4,861——$1.5M—2026-11-06
Focus Financial Network, Inc.
INCREASED4,8534,748+105+2%$1.6M$1.5M-$130.0K2026-10-14
Hohimer Wealth Management, LLC
INCREASED4,8424,694+148+3%$1.6M$1.5M-$115.3K2026-11-04
Proathlete Wealth Management LLC
INCREASED4,8324,658+174+4%$1.6M$1.5M-$106.3K2026-10-15
Argentarii, LLC
UNCHANGED4,8244,82400%$1.6M$1.5M-$177.1K2026-10-28
Souders Financial Advisors
INCREASED4,8104,803+7+0%$1.6M$1.5M-$161.8K2026-11-03
Asahi Life Asset Management Co., Ltd.
DECREASED4,7977,546-2,749-36%$2.6M$1.5M-$1.1M2026-11-06
Lazari Capital Management, Inc.
DECREASED4,7904,814-240%$1.6M$1.5M-$171.7K2026-10-20
L. Roy Papp & Associates, LLP
UNCHANGED4,7794,77900%$1.6M$1.5M-$163.2K2026-10-21
Beacon Investment Advisory Services, Inc.
DECREASED4,7695,128-359-7%$1.7M$1.5M-$284.2K2026-10-13
Soltis Investment Advisors LLC
INCREASED4,7554,008+747+19%$1.4M$1.4M+$90.3K2026-10-28
Accredited Investors Inc.
INCREASED4,6834,673+10+0%$1.6M$1.4M-$156.6K2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED4,6624,660+2+0%$1.6M$1.4M-$158.3K2026-10-30
Pathway Financial Advisers, LLC
INCREASED4,6594,278+381+9%$1.4M$1.4M-$30.1K2026-10-27
Ledyard National Bank
DECREASED4,6574,659-20%$1.6M$1.4M-$159.7K2026-10-21
Patten & Patten Inc
DECREASED4,6374,644-70%$1.6M$1.4M-$160.7K2026-10-26
Pflug Koory, LLC
UNCHANGED4,6364,63600%$1.6M$1.4M-$158.3K2026-10-26
Twelve Points Wealth Management LLC
UNCHANGED4,5974,59700%$1.6M$1.5M-$88.0K2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED4,5905,117-527-10%$1.7M$1.4M-$334.9K2026-11-04
Blodgett Wealth Advisors, LLC
DECREASED4,5445,044-500-10%$1.7M$1.4M-$324.3K2026-10-23
Riverbend Wealth Management, LLC
INCREASED4,5344,500+34+1%$1.5M$1.4M-$143.5K2026-10-15
Richards, Merrill & Peterson, Inc.
DECREASED4,5074,546-39-1%$1.5M$1.4M-$167.3K2026-10-19
Levin Capital Strategies, L.P.
INCREASED4,4954,475+20+0%$1.5M$1.4M-$146.6K2026-11-02
Guardian Investment Management
UNCHANGED4,4924,49200%$1.5M$1.4M-$153.4K2026-10-23
Cambridge Financial Group, LLC
UNCHANGED4,4614,46100%$1.5M$1.5M$02026-10-06
Manchester Capital Management LLC
INCREASED4,4594,406+53+1%$1.5M$1.4M-$134.3K2026-10-22
Tufton Capital Management
UNCHANGED4,4454,44500%$1.5M$1.4M-$152.0K2026-10-20
Tompkins Financial Corp
DECREASED4,4424,969-527-11%$1.7M$1.4M-$330.0K2026-10-05
Legacy Advisors, LLC
DECREASED4,4386,024-1,586-26%$2.0M$1.3M-$688.1K2026-10-19
Linden Thomas Advisory Services, LLC
INCREASED4,4123,962+450+11%$1.3M$1.3M+$1.5K2026-10-19
Wellington Grp LLC
INCREASED4,3922,950+1,442+49%$997.8K$1.3M+$337.8K2026-11-06
J. Safra Sarasin Holding AG
INCREASED4,3914,072+319+8%$1.3M$1.3M+$41.0K2026-10-26
Leisure Capital Management
DECREASED4,3494,655-306-7%$1.6M$1.3M-$252.0K2026-11-03
Next Level Private LLC
INCREASED4,3474,342+5+0%$1.5M$1.3M-$146.8K2026-10-20
Bedel Financial Consulting, Inc.
INCREASED4,3314,250+81+2%$1.4M$1.3M-$120.4K2026-11-06
Aspire Private Capital, LLC
DECREASED4,3284,339-110%$1.5M$1.3M-$151.5K2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED4,3274,328-10%$1.5M$1.3M-$148.0K2026-10-30
Sentry LLC
DECREASED4,3194,498-179-4%$1.5M$1.3M-$208.0K2026-10-30
Mystic Asset Management, Inc.
DECREASED4,3154,403-88-2%$1.5M$1.3M-$177.1K2026-10-15
Old Mission Investment Co LLC
DECREASED4,3024,364-62-1%$1.5M$1.3M-$167.9K2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED4,3004,30000%$1.5M$1.3M-$146.8K2026-11-06
Triad Investment Management
UNCHANGED4,2964,29600%$1.5M$1.3M-$146.7K2026-10-13
Cordatus Wealth Management LLC
DECREASED4,2944,312-180%$1.5M$1.3M-$152.7K2026-10-19
Revisor Wealth Management LLC
INCREASED4,2744,209+65+2%$1.4M$1.3M-$81.6K2026-10-20
Salem Investment Counselors Inc
UNCHANGED4,2634,26300%$1.4M$1.3M-$145.6K2026-10-13
VestGen Advisors, LLC
DECREASED4,2509,337-5,087-54%$3.2M$1.3M-$1.9M2026-10-27
IFG Advisors, LLC
UNCHANGED4,2494,24900%$1.4M$1.3M-$145.1K2026-10-15
Lewis Asset Management, LLC
INCREASED4,2474,020+227+6%$1.4M$1.3M-$68.2K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED4,2423,876+366+9%$1.3M$1.3M-$21.1K2026-10-23
Portus Wealth Advisors, LLC
INCREASED4,2064,109+97+2%$1.4M$1.3M-$110.8K2026-10-13
Atlas Brown,Inc.
UNCHANGED4,1994,19900%$1.4M$1.3M-$143.4K2026-10-09
Indivisible Partners
INCREASED4,1842,584+1,600+62%$874.1K$1.3M+$398.3K2026-10-26
Beverly Hills Private Wealth, LLC
INCREASED4,1763,495+681+19%$1.2M$1.3M+$88.0K2026-11-04
Diligent Investors, LLC
DECREASED4,1544,248-94-2%$1.4M$1.3M-$173.7K2026-10-21
Nfsg Corp
INCREASED4,1523,891+261+7%$1.3M$1.3M-$53.3K2026-10-15
Amarillo National Bank
DECREASED4,1444,267-123-3%$1.4M$1.3M-$183.1K2026-10-23
Evermay Wealth Management LLC
DECREASED4,1314,340-209-5%$1.5M$1.3M-$211.9K2026-11-05
71 West Capital Partners
DECREASED4,1304,674-544-12%$1.6M$1.3M-$325.0K2026-11-04
Jamison Private Wealth Management, Inc.
INCREASED4,1174,099+18+0%$1.4M$1.3M-$134.5K2026-10-14
Tred Avon Family Wealth, LLC
INCREASED4,1063,818+288+8%$1.3M$1.2M-$42.8K2026-10-20
Culbertson A N & Co Inc
INCREASED4,0933,922+171+4%$1.3M$1.2M-$81.9K2026-10-21
Portfolio Design Labs, LLC
INCREASED4,0864,052+34+1%$1.4M$1.2M-$128.0K2026-11-04
Aspen Investment Management Inc
DECREASED4,0824,329-247-6%$1.5M$1.2M-$223.0K2026-11-05
Family Capital Management, Inc.
DECREASED4,0744,144-70-2%$1.4M$1.2M-$162.9K2026-11-03
Bond & Devick Financial Network, Inc.
DECREASED4,0714,120-49-1%$1.4M$1.2M-$155.6K2026-10-23
Marathon Wealth Advisors LLC
DECREASED4,0654,123-58-1%$1.4M$1.2M-$158.3K2026-11-04
Csenge Advisory Group
DECREASED4,0294,077-48-1%$1.4M$1.2M-$154.0K2026-11-04
Oakworth Capital, Inc.
DECREASED4,0274,038-110%$1.4M$1.2M-$148.8K2026-10-26
Promethium Advisors,llc
INCREASED4,0263,973+53+1%$1.3M$1.2M-$119.6K2026-10-19
Schear Investment Advisers, LLC
DECREASED4,0054,950-945-19%$1.7M$1.2M-$456.5K2026-10-14
Tempo Wealth, LLC
INCREASED4,0053,629+376+10%$1.2M$1.2M-$9.8K2026-10-14
Connective Portfolio Management, LLC
UNCHANGED4,0004,00000%$1.4M$1.2M-$136.6K2026-10-22
Evanson Financial, LLC
UNCHANGED3,9913,99100%$1.3M$1.2M-$136.3K2026-10-23
Physicians Financial Services, Inc.
INCREASED3,9903,965+25+1%$1.3M$1.2M-$128.0K2026-11-04
Financial Management Network Inc
DECREASED3,9704,316-346-8%$1.5M$1.2M-$331.6K2026-10-09
Burford Brothers, Inc.
DECREASED3,9703,973-30%$1.3M$1.2M-$136.6K2026-10-21
Allegheny Financial Group
UNCHANGED3,9563,95600%$1.3M$1.2M-$135.1K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED3,9432,865+1,078+38%$969.0K$1.2M+$229.9K2026-10-08
Northcape Wealth Management, LLC
DECREASED3,9245,527-1,603-29%$1.9M$1.2M-$676.2K2026-11-04
Sage Rhino Capital LLC
INCREASED3,9223,749+173+5%$1.3M$1.2M-$75.4K2026-10-28
Ipswich Investment Management Co., Inc.
UNCHANGED3,8903,89000%$1.3M$1.2M-$132.8K2026-10-13
Abel Hall, LLC
DECREASED3,8893,940-51-1%$1.3M$1.2M-$150.1K2026-10-19
Hanson & Doremus Investment Management
DECREASED3,8833,931-48-1%$1.3M$1.2M-$149.0K2026-10-16
Davidson Capital Management Inc.
INCREASED3,8823,741+141+4%$1.3M$1.2M-$84.9K2026-10-15
MTM Investment Management, LLC
UNCHANGED3,8803,88000%$1.3M$1.2M-$132.5K2026-10-30
Gratus Wealth Advisors, LLC
DECREASED3,8633,902-39-1%$1.3M$1.2M-$145.1K2026-10-26
Facet Wealth, Inc.
INCREASED3,8613,528+333+9%$1.2M$1.2M-$19.2K2026-11-04
Parrish Capital LLC
DECREASED3,8614,167-306-7%$1.4M$1.2M-$235.4K2026-10-01
Shelton Wealth Management, LLC
INCREASED3,8443,785+59+2%$1.3M$1.2M-$111.2K2026-10-16
Alhambra Investment Management LLC
DECREASED3,8303,839-90%$1.3M$1.2M-$133.8K2026-10-15
Golden State Wealth Management, LLC
INCREASED3,7893,780+9+0%$1.3M$1.2M-$126.4K2026-11-02
Alta Advisers Ltd
INCREASED3,7722,102+1,670+79%$711.0K$1.1M+$436.1K2026-11-02
Blue Trust, Inc.
INCREASED3,7563,747+9+0%$1.3M$1.1M-$125.4K2026-10-15
Centerpoint Advisors, LLC
INCREASED3,7523,751+1+0%$1.3M$1.1M-$128.0K2026-11-05
InvesTrust
UNCHANGED3,7503,75000%$1.3M$1.1M-$128.1K2026-10-14
Orrstown Financial Services Inc
DECREASED3,7363,859-123-3%$1.3M$1.1M-$169.2K2026-10-14
Aprio Wealth Management, LLC
DECREASED3,7223,799-77-2%$1.3M$1.1M-$153.1K2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
INCREASED3,7152,846+869+31%$962.9K$1.1M+$166.8K2026-10-29
Reynders McVeigh Capital Management, LLC
DECREASED3,7103,711-10%$1.3M$1.1M-$126.7K2026-10-30
Winebrenner Capital Management LLC
UNCHANGED3,7003,70000%$1.3M$1.1M-$126.4K2026-10-07
Stableford Capital II LLC
NEW3,693—+3,693——$1.1M—2026-10-09
Xcel Wealth Management, LLC
DECREASED3,6934,948-1,255-25%$1.7M$1.1M-$550.6K2026-10-26
Howard Capital Management, LLC
DECREASED3,6893,729-40-1%$1.3M$1.1M-$139.5K2026-10-16
Duncker Streett & Co Inc
UNCHANGED3,6863,68600%$1.2M$1.1M-$125.9K2026-10-27
Clayton Financial Group LLC
UNCHANGED3,6833,68300%$1.2M$1.1M-$125.8K2026-10-13
Saybrook Capital
INCREASED3,6753,600+75+2%$1.2M$1.1M-$100.1K2026-10-27
Advisor OS, LLC
INCREASED3,6663,399+267+8%$1.1M$1.1M-$34.8K2026-11-03
Prescott Group Capital Management, L.L.C.
UNCHANGED3,6623,66200%$1.2M$1.1M-$125.1K2026-10-30
United Asset Strategies, Inc.
DECREASED3,6593,695-36-1%$1.2M$1.1M-$137.1K2026-10-28
Kennedy Investment Group, Inc.
INCREASED3,6583,130+528+17%$1.1M$1.1M+$53.6K2026-10-21
Embree Financial Group
DECREASED3,6343,731-97-3%$1.3M$1.1M-$157.0K2026-10-22
Bell Bank
DECREASED3,6253,648-23-1%$1.2M$1.1M-$131.6K2026-10-21
Verity & Verity, LLC
DECREASED3,6053,651-46-1%$1.2M$1.1M-$138.7K2026-10-23
Balefire, LLC
INCREASED3,5852,261+1,324+59%$764.9K$1.1M+$325.3K2026-10-09
Verus Capital Partners, LLC
DECREASED3,5433,555-120%$1.2M$1.1M-$125.2K2026-11-03
Childress Capital Advisors, LLC
INCREASED3,5403,010+530+18%$1.0M$1.1M+$58.4K2026-10-28
Delphi Management Inc
DECREASED3,5363,600-64-2%$1.2M$1.1M-$143.0K2026-11-05
Moody Lynn Lieberson & Walker, LLC
DECREASED3,5264,164-638-15%$1.4M$1.1M-$336.2K2026-10-14
Novem Group
INCREASED3,5163,414+102+3%$1.2M$1.1M-$85.2K2026-10-19
Rhodes Investment Advisors Inc
INCREASED3,5073,486+21+1%$1.2M$1.1M-$112.7K2026-10-07
Quantum Financial Advisors, LLC
INCREASED3,5023,422+80+2%$1.2M$1.1M-$92.5K2026-11-03
Bullseye Investment Management, LLC
INCREASED3,4823,373+109+3%$1.1M$1.1M-$82.0K2026-10-29
S-Bank Fund Management Ltd
INCREASED3,4773,308+169+5%$1.1M$1.1M-$61.6K2026-11-06
Moneco Advisors, LLC
INCREASED3,4663,391+75+2%$1.1M$1.1M-$92.8K2026-11-05
Defined Wealth Management, LLC
DECREASED3,4543,457-30%$1.2M$1.1M-$119.0K2026-10-19
Signature Estate & Investment Advisors LLC
UNCHANGED3,4513,45100%$1.2M$1.0M-$118.2K2026-10-13
Alchemi Wealth, LLC
INCREASED3,4383,411+27+1%$1.2M$1.0M-$108.2K2026-11-04
LVW Advisors, LLC
DECREASED3,4274,246-819-19%$1.4M$1.0M-$394.1K2026-10-19
Ervin Investment Management, LLC
DECREASED3,4243,488-64-2%$1.2M$1.0M-$138.6K2026-10-23
Great Diamond Partners, LLC
DECREASED3,4203,713-293-8%$1.3M$1.0M-$215.9K2026-10-13
Argus Investors' Counsel, Inc.
DECREASED3,4133,466-53-2%$1.2M$1.0M-$134.5K2026-10-09
Bahl & Gaynor LLC
UNCHANGED3,4083,40800%$1.2M$1.0M-$116.4K2026-11-05
Lecap Asset Management LTD
NEW3,382—+3,382——$1.0M—2026-10-27
Sigma Investment Counselors Inc
INCREASED3,3762,616+760+29%$884.9K$1.0M+$141.8K2026-10-27
Odyssey Capital Advisors, Inc.
DECREASED3,3763,559-183-5%$1.2M$1.0M-$177.2K2026-10-26
Cornerstone Wealth Group, LLC
DECREASED3,3683,389-21-1%$1.1M$1.0M-$122.1K2026-11-02
Washington Trust Co
DECREASED3,3683,375-70%$1.1M$1.0M-$117.3K2026-10-22
Richwood Investment Advisors, LLC
INCREASED3,3343,275+59+2%$1.1M$1.0M-$93.6K2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED3,3333,414-81-2%$1.2M$1.0M-$141.2K2026-11-02
R Squared Ltd
NEW3,317—+3,317——$1.0M—2026-11-06
PDS Planning, Inc
INCREASED3,3153,251+64+2%$1.1M$1.0M-$91.8K2026-11-03
M Holdings Securities, Inc.
NEW3,287—+3,287——$1.1K—2026-11-03
Catalyst Financial Partners LLC
DECREASED3,2613,357-96-3%$1.1M$991.7K-$143.8K2026-11-06
Platform Technology Partners
INCREASED3,2563,194+62+2%$1.1M$990.3K-$90.2K2026-11-02
Sanders Morris Harris LLC
NEW3,246—+3,246——$987.5K—2026-10-14
Weaver Capital Management LLC
DECREASED3,2373,437-200-6%$1.0M$984.4K-$55.2K2026-10-15
Cypress Capital Group
DECREASED3,1473,814-667-17%$1.3M$957.0K-$333.1K2026-11-03
Marino, Stram & Associates LLC
INCREASED3,1372,637+500+19%$891.9K$954.1K+$62.2K2026-10-22
Summit Global Investments
INCREASED3,1361,775+1,361+77%$601.0K$954.0K+$353.0K2026-10-28
SVB Wealth LLC
DECREASED3,1324,466-1,334-30%$1.5M$952.3K-$558.2K2026-11-06
Delta Financial Advisors LLC
INCREASED3,1302,870+260+9%$970.9K$952.0K-$19.0K2026-10-27
WBH Advisory Inc
DECREASED3,1163,230-114-4%$1.1M$947.6K-$145.0K2026-11-05
Oak Asset Management, LLC
UNCHANGED3,1093,10900%$1.1M$945.4K-$106.2K2026-10-13
Rockland Trust Co
DECREASED3,1024,488-1,386-31%$1.5M$943.3K-$574.7K2026-10-05
MQS Management LLC
INCREASED3,090624+2,466+395%$211.1K$939.7K+$728.6K2026-11-06
Baker Tilly Wealth Management, LLC
INCREASED3,0883,027+61+2%$1.0M$939.1K-$84.8K2026-10-05
Cidel Asset Management Inc
DECREASED3,0863,987-901-23%$1.3M$938.5K-$410.2K2026-10-29
Trueblood Wealth Management, LLC
DECREASED3,0843,941-857-22%$1.3M$937.8K-$395.2K2026-10-23
Clean Yield Group
UNCHANGED3,0793,07900%$1.0M$936.3K-$105.1K2026-10-28
Tanager Wealth Management LLP
INCREASED3,0633,061+2+0%$1.0M$931.4K-$103.9K2026-10-19
Byrne Asset Management LLC
DECREASED3,0623,075-130%$1.0M$925.0K-$115.1K2026-10-06
Capital Investment Advisory Services, LLC
DECREASED3,0473,059-120%$1.0M$926.6K-$107.9K2026-10-30
Phoenix Wealth Advisors
DECREASED3,0333,059-26-1%$1.0M$922.2K-$112.4K2026-11-03
Gradient Investments LLC
INCREASED3,0282,580+448+17%$872.7K$920.8K+$48.1K2026-10-08
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED3,021999+2,022+202%$337.9K$918.7K+$580.8K2026-10-22
Equity Investment Corp
DECREASED3,0143,495-481-14%$1.2M$916.6K-$265.5K2026-11-04
Ridgewood Investments LLC
INCREASED3,0022,647+355+13%$895.4K$912.9K+$17.6K2026-10-05
Compass Capital Management, Inc
NEW3,000—+3,000——$912.3K—2026-11-06
Bank Pictet & Cie (Europe) AG
INCREASED3,0002,141+859+40%$724.2K$912.3K+$188.1K2026-10-20
Kepler Cheuvreux (Suisse) SA
DECREASED2,9673,962-995-25%$1.3M$902.3K-$437.9K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED2,9643,250-286-9%$1.1M$901.3K-$198.1K2026-11-04
Global Assets Advisory, LLC
INCREASED2,9552,790+165+6%$974.7K$896.7K-$77.9K2026-10-28
Philadelphia Trust Co
DECREASED2,9502,960-100%$1.0M$897.0K-$104.0K2026-11-05
Legal Advantage Investments, Inc.
UNCHANGED2,9502,95000%$997.8K$897.1K-$100.7K2026-10-13
BIP Wealth, LLC
INCREASED2,9392,938+1+0%$993.6K$893.8K-$99.8K2026-10-22
Cambridge Advisors Inc.
UNCHANGED2,9102,91000%$984.3K$884.9K-$99.4K2026-10-19
Bath Savings Trust Co
DECREASED2,9042,916-120%$986.3K$883.1K-$103.2K2026-10-07
Klingman & Associates, LLC
INCREASED2,8872,760+127+5%$933.6K$877.9K-$55.6K2026-10-20
Taylor Securities Services, Inc.
UNCHANGED2,8822,88200%$974.8K$876.4K-$98.4K2026-10-20
Teamwork Financial Advisors, LLC
DECREASED2,87538,660-35,785-93%$13.1M$873.9K-$12.2M2026-10-19
Outfitters Financial LLC
INCREASED2,8652,785+80+3%$942.0K$871.2K-$70.8K2026-10-23
Gryphon Financial Partners LLC
INCREASED2,8502,742+108+4%$927.5K$866.7K-$60.8K2026-11-04
Matrix Asset Advisors Inc
UNCHANGED2,8362,83600%$959.3K$862.4K-$96.9K2026-10-13
Columbia Bank
INCREASED2,8262,635+191+7%$891.3K$859.4K-$31.9K2026-10-29
Claro Advisors Inc.
DECREASED2,8173,090-273-9%$1.0M$856.7K-$188.4K2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED2,8062,821-15-1%$954.2K$853.3K-$100.9K2026-10-16
Aljian Capital Management, LLC
INCREASED2,8002,795+5+0%$945.5K$851.4K-$94.0K2026-10-28
Yoffe Investment Management, LLC
UNCHANGED2,8002,80000%$947.2K$851.5K-$95.6K2026-11-02
Kearns & Associates LLC
UNCHANGED2,8002,80000%$947.1K$851.5K-$95.6K2026-10-09
Alexander Randolph Advisory, Inc.
UNCHANGED2,7972,79700%$946.1K$850.6K-$95.5K2026-11-04
Ballast, Inc.
UNCHANGED2,7762,77600%$939.0K$844.2K-$94.8K2026-10-20
Enterprise Financial Services Corp
DECREASED2,7732,927-154-5%$990.1K$843.3K-$146.8K2026-11-03
Central Bank & Trust Co
UNCHANGED2,7702,77000%$937.0K$842.4K-$94.6K2026-10-09
Aspiriant, LLC
DECREASED2,7545,704-2,950-52%$1.9M$837.5K-$1.1M2026-10-16
Y.D. More Investments Ltd
INCREASED2,7541,026+1,728+168%$346.5K$837.0K+$490.5K2026-11-02
Financial Planning Hawaii, Inc.
INCREASED2,7542,701+53+2%$913.7K$837.5K-$76.1K2026-10-13
Integrity Alliance, Llc.
INCREASED2,7492,696+53+2%$912.3K$836.2K-$76.1K2026-10-29
LS Investment Advisors, LLC
UNCHANGED2,7462,74600%$928.8K$835.1K-$93.8K2026-10-13
Midwest Financial Group LLC
UNCHANGED2,7332,73300%$924.4K$831.1K-$93.3K2026-10-15
Purus Wealth Management, LLC
INCREASED2,7152,702+13+0%$913.9K$825.7K-$88.2K2026-10-15
Strategic Blueprint, LLC
INCREASED2,7142,622+92+4%$886.8K$825.4K-$61.5K2026-10-22
First Bank & Trust
INCREASED2,6932,130+563+26%$720.5K$818.9K+$98.5K2026-10-19
Capital Advantage, Inc.
INCREASED2,6922,027+665+33%$685.6K$818.6K+$133.0K2026-10-14
McGlone Suttner Wealth Management, Inc.
INCREASED2,6872,673+14+1%$904.3K$817.1K-$87.2K2026-10-13
Kavar Capital Partners Group, LLC
DECREASED2,6862,699-130%$912.9K$816.8K-$96.1K2026-11-06
Hartford Financial Management Inc.
UNCHANGED2,6852,68500%$908.2K$816.5K-$91.7K2026-10-21
Channel Wealth LLC
INCREASED2,6842,655+29+1%$898.1K$816.2K-$81.9K2026-11-06
Sendero Wealth Management, LLC
INCREASED2,6812,672+9+0%$903.8K$815.3K-$88.5K2026-10-14
Pioneer Trust Bank N A
UNCHANGED2,6402,64000%$893.0K$802.8K-$90.2K2026-11-06
Third View Private Wealth, LLC
INCREASED2,6182,555+63+2%$864.2K$796.2K-$68.0K2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED2,6102,609+1+0%$882.5K$793.7K-$88.8K2026-10-27
Nilsine Partners, LLC
DECREASED2,6043,035-431-14%$1.0M$791.9K-$234.7K2026-11-02
Graves Light Lenhart Wealth, Inc.
UNCHANGED2,6032,60300%$880.5K$791.6K-$88.9K2026-10-09
LongView Wealth Management
INCREASED2,5982,593+5+0%$877.2K$789.9K-$87.2K2026-10-19
Chapman Financial Group, LLC
UNCHANGED2,5852,58500%$874.4K$786.1K-$88.3K2026-10-26
Exchange Bank
UNCHANGED2,5682,56800%$868.6K$780.9K-$87.7K2026-10-07
Benin Management Corp
DECREASED2,5632,763-200-7%$934.6K$779.4K-$155.2K2026-10-22
Simon Quick Advisors, LLC
INCREASED2,555732+1,823+249%$247.6K$777.0K+$529.4K2026-10-26
American National Bank & Trust
DECREASED2,5492,566-17-1%$867.9K$775.2K-$92.8K2026-10-07
Root Financial Partners, LLC
DECREASED2,5482,646-98-4%$894.9K$774.8K-$120.2K2026-10-21
Insight Advisors, LLC/ PA
DECREASED2,5292,848-319-11%$963.3K$769.0K-$194.3K2026-10-22
Ascentis Wealth Management, LLC
INCREASED2,5262,302+224+10%$778.7K$768.2K-$10.5K2026-11-03
Auxano Advisors, LLC
DECREASED2,5212,729-208-8%$923.1K$766.8K-$156.3K2026-11-06
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED2,5003,500-1,000-29%$1.2M$760.0K-$424.0K2026-10-22
Plan A Wealth LLC
INCREASED2,4912,460+31+1%$832.1K$757.6K-$74.6K2026-10-08
Golden Reserve Retirement LLC
INCREASED2,4901,597+893+56%$540.2K$757.1K+$216.9K2026-11-02
Ninety One SA (PTY) Ltd
NEW2,486—+2,486——$762.4K—2026-10-15
Moisand Fitzgerald Tamayo, LLC
INCREASED2,4822,437+45+2%$824.3K$754.8K-$69.5K2026-10-15
Northbridge Financial Group, LLC
INCREASED2,4782,380+98+4%$805.2K$754.6K-$50.6K2026-11-05
Arvest Investments, Inc.
DECREASED2,4752,480-50%$838.9K$752.6K-$86.2K2026-10-21
DT Investment Partners, LLC
UNCHANGED2,4752,47500%$837.2K$752.6K-$84.5K2026-10-27
Union Savings Bank
UNCHANGED2,4722,47200%$836.1K$751.7K-$84.4K2026-10-14
Arrow Financial Corp
DECREASED2,4692,509-40-2%$848.7K$750.8K-$97.8K2026-10-26
Avantax Planning Partners, Inc.
DECREASED2,4582,549-91-4%$862.4K$747.5K-$114.8K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED2,4512,480-29-1%$838.7K$745.2K-$93.5K2026-10-15
Tritonpoint Wealth, LLC
DECREASED2,4462,569-123-5%$869.1K$744.0K-$125.2K2026-10-19
Opal Wealth Advisors, LLC
DECREASED2,4452,449-40%$828.4K$743.5K-$84.9K2026-10-16
Genesee Capital Advisors, LLC
DECREASED2,4382,508-70-3%$848.4K$741.4K-$107.0K2026-10-20
Weaver Consulting Group
INCREASED2,4362,394+42+2%$809.8K$740.8K-$69.0K2026-10-07
InTrack Investment Management Inc
NEW2,432—+2,432——$739.4K—2026-10-15
Values First Advisors, Inc.
DECREASED2,4312,787-356-13%$942.5K$739.4K-$203.2K2026-10-23
Amplius Wealth Advisors, LLC
DECREASED2,4312,512-81-3%$849.7K$739.3K-$110.4K2026-10-20
Essex Bank
INCREASED2,4272,118+309+15%$716.4K$738.0K+$21.6K2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED2,4262,42600%$820.6K$737.7K-$82.8K2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED2,4202,42000%$819.0K$736.0K-$83.0K2026-10-26
Westbourne Investment Advisors, Inc.
UNCHANGED2,4132,41300%$816.2K$733.8K-$82.4K2026-10-20
Plancorp, LLC
INCREASED2,4062,313+93+4%$819.8K$767.8K-$52.0K2026-11-03
Northside Capital Management, LLC
INCREASED2,4012,235+166+7%$756.0K$730.1K-$25.8K2026-10-13
Unified Investment Management
UNCHANGED2,4012,40100%$812.1K$730.2K-$81.9K2026-10-14
AUA Capital Management, LLC
UNCHANGED2,4002,40000%$811.8K$729.8K-$82.0K2026-10-15
Confluence Investment Management LLC
UNCHANGED2,4002,40000%$811.8K$729.8K-$82.0K2026-10-01
Sound Income Strategies, LLC
DECREASED2,3912,399-80%$811.6K$736.6K-$75.0K2026-10-09
Pictet North America Advisors SA
NEW2,390—+2,390——$726.8K—2026-10-21
Diversified Enterprises, LLC
INCREASED2,3902,345+45+2%$793.1K$726.7K-$66.4K2026-10-19
Cooper Financial Group
DECREASED2,3812,922-541-19%$988.3K$724.0K-$264.3K2026-10-07
Financial Solutions Advisory Group, Inc.
INCREASED2,3672,365+2+0%$820.0K$742.3K-$77.7K2026-10-28
Harbor Investment Advisory, LLC
INCREASED2,3542,318+36+2%$784.1K$715.7K-$68.4K2026-10-13
Encompass Wealth Advisors, LLC
INCREASED2,3521,164+1,188+102%$393.7K$715.2K+$321.5K2026-10-15
May Hill Capital, LLC
INCREASED2,3491,910+439+23%$646.1K$714.3K+$68.3K2026-11-03
Triumph Capital Management
INCREASED2,3421,649+693+42%$557.9K$712.3K+$154.4K2026-10-14
Herold Advisors, Inc.
INCREASED2,3421,816+526+29%$614.0K$712.3K+$98.3K2026-10-19
Allen Investment Management, LLC
UNCHANGED2,3382,33800%$790.8K$711.0K-$79.8K2026-11-03
HCR Wealth Advisors
INCREASED2,3352,258+77+3%$763.8K$710.1K-$53.6K2026-10-15
Oslo Pensjonsforsikring AS
UNCHANGED2,3302,33000%$788.1K$708.6K-$79.6K2026-10-15
Sage Capital Management, LLC
INCREASED2,3252,324+1+0%$786.4K$707.1K-$79.3K2026-10-20
Partners Wealth Management, LLC
INCREASED2,316597+1,719+288%$201.9K$704.3K+$502.4K2026-10-28
Swiss RE LTD
INCREASED2,3071,403+904+64%$474.6K$701.6K+$227.0K2026-11-06
Founders Financial Securities LLC
DECREASED2,2762,790-514-18%$943.7K$692.1K-$251.6K2026-10-28
Augustine Asset Management Inc
INCREASED2,2761,995+281+14%$674.8K$692.1K+$17.3K2026-10-13
Crumly & Associates Inc.
DECREASED2,2722,302-30-1%$778.7K$690.9K-$87.7K2026-10-07
MFA Wealth Services
DECREASED2,2622,322-60-3%$785.3K$687.9K-$97.3K2026-10-14
PFC Capital Group, Inc.
DECREASED2,2602,335-75-3%$789.0K$687.3K-$101.7K2026-11-06
BridgePort Financial Solutions, LLC
INCREASED2,2551,966+289+15%$664.8K$685.6K+$20.8K2026-11-02
Howland Capital Management LLC
INCREASED2,2512,243+8+0%$758.7K$684.5K-$74.2K2026-10-22
Linscomb Wealth, Inc.
UNCHANGED2,2512,25100%$761.4K$684.5K-$76.9K2026-11-05
Birch Hill Investment Advisors LLC
UNCHANGED2,2502,25000%$761.1K$684.2K-$76.8K2026-10-16
Professional Advisory Services Inc
UNCHANGED2,2502,25000%$761.0K$684.0K-$77.0K2026-10-08
United Community Bank
DECREASED2,2482,249-10%$760.7K$683.6K-$77.1K2026-10-28
Journey Retirement Planning & Investment Management LLC
INCREASED2,2391,932+307+16%$653.5K$681.3K+$27.8K2026-10-09
Kozak & Associates, Inc.
INCREASED2,2382,234+4+0%$777.5K$711.4K-$66.1K2026-10-29
Kathmere Capital Management, LLC
INCREASED2,2362,134+102+5%$721.8K$680.0K-$41.9K2026-10-20
XML Financial, LLC
INCREASED2,2331,733+500+29%$586.2K$679.0K+$92.9K2026-10-29
Victory Financial Group, LLC
INCREASED2,2291,695+534+32%$573.3K$677.8K+$104.5K2026-10-27
Perpetual Ltd
UNCHANGED2,2112,21100%$747.9K$672.4K-$75.5K2026-10-13
Wealth Architects, LLC
INCREASED2,2082,074+134+6%$701.5K$671.5K-$30.1K2026-11-03
FSM Wealth Advisors, LLC
DECREASED2,1952,339-144-6%$791.2K$676.2K-$115.1K2026-10-27
Traphagen Investment Advisors LLC
INCREASED2,1902,142+48+2%$724.4K$665.9K-$58.5K2026-10-14
Fell Capital Management
UNCHANGED2,1902,19000%$740.8K$666.0K-$74.8K2026-10-09
Quantum Private Wealth, LLC
UNCHANGED2,1902,19000%$740.8K$666.0K-$74.8K2026-10-20
Macroview Investment Management LLC
INCREASED2,1892,186+3+0%$739.4K$665.7K-$73.7K2026-10-26
Meixler Investment Management, Ltd.
NEW2,185—+2,185——$664.5K—2026-11-03
Marest Capital, LLC
UNCHANGED2,1802,18000%$737.6K$664.9K-$72.7K2026-10-23
Valmark Advisers, Inc.
INCREASED2,1771,838+339+18%$621.6K$662.0K+$40.4K2026-11-06
Raleigh Capital Management Inc.
DECREASED2,1762,250-74-3%$760.9K$661.7K-$99.2K2026-10-28
PFG Advisors
DECREASED2,1675,097-2,930-57%$1.7M$659.1K-$1.1M2026-10-16
Hazlett, Burt & Watson, Inc.
DECREASED2,1632,246-83-4%$663.1K$517.1K-$146.0K2026-11-04
Horizon Wealth Management, LLC
INCREASED2,1462,144+2+0%$725.3K$652.7K-$72.6K2026-11-02
Rossmore Private Capital
DECREASED2,1392,189-50-2%$740.3K$650.4K-$89.9K2026-10-27
JFS Wealth Advisors, LLC
DECREASED2,1392,143-40%$724.9K$650.6K-$74.3K2026-11-03
Bangor Savings Bank
UNCHANGED2,1282,12800%$719.8K$647.1K-$72.7K2026-10-06
Princeton Global Asset Management LLC
INCREASED2,1092,107+2+0%$712.5K$641.3K-$71.2K2026-10-21
Philip James Wealth Mangement, LLC
UNCHANGED2,1092,10900%$713.4K$641.3K-$72.0K2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,1022,084+18+1%$704.9K$639.1K-$65.8K2026-10-28
Brady Martz Wealth Solutions, LLC
INCREASED2,0872,007+80+4%$678.9K$634.8K-$44.2K2026-11-05
Precedent Wealth Partners, LLC
INCREASED2,0742,058+16+1%$696.1K$630.6K-$65.5K2026-10-21
Aries Wealth Management
DECREASED2,0732,098-25-1%$709.6K$630.4K-$79.3K2026-10-23
Ashton Thomas Securities, LLC
DECREASED2,0592,070-11-1%$697.8K$626.1K-$71.7K2026-10-26
Davidson Trust Co
INCREASED2,0521,964+88+4%$664.3K$624.0K-$40.3K2026-10-09
Camden National Bank
DECREASED2,0472,092-45-2%$707.6K$622.5K-$85.1K2026-11-02
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED2,0362,133-97-5%$721.4K$619.4K-$102.0K2026-10-14
Signature Wealth Management Partners, LLC
UNCHANGED2,0292,02900%$686.3K$617.0K-$69.3K2026-10-21
Evansbrook LLC
UNCHANGED2,0262,02600%$685.3K$616.1K-$69.2K2026-10-16
Midland Wealth Advisors, LLC
INCREASED2,0241,998+26+1%$675.8K$615.5K-$60.3K2026-10-26
Sunburst Financial Group, LLC
INCREASED2,0192,012+7+0%$680.6K$614.0K-$66.6K2026-10-09
NBH Bank
INCREASED2,0181,854+164+9%$627.1K$613.7K-$13.4K2026-11-05
Curat Global, LLC
INCREASED2,0151,705+310+18%$678.9K$612.8K-$66.1K2026-10-26
Gibbs Wealth Management
INCREASED2,0141,531+483+32%$517.9K$612.5K+$94.6K2026-10-22
Sippican Capital Advisors
UNCHANGED2,0142,01400%$681.2K$612.5K-$68.8K2026-10-23
Magnolia Capital Management LTD
UNCHANGED2,0102,01000%$680.0K$611.0K-$69.0K2026-10-09
Chapin Davis, Inc.
INCREASED2,0081,532+476+31%$518.3K$610.7K+$92.5K2026-10-09
Fragasso Financial Advisors Inc
DECREASED2,0022,023-21-1%$684.2K$617.1K-$67.2K2026-10-13
180 Wealth Advisors, LLC
DECREASED1,9982,102-104-5%$710.9K$607.5K-$103.4K2026-11-03
StoneX Group Inc.
DECREASED1,9942,352-358-15%$782.1K$623.9K-$158.2K2026-11-03
Thrive Wealth Management, LLC
INCREASED1,9831,943+40+2%$657.2K$602.9K-$54.3K2026-10-13
Outlook Wealth Advisors, LLC
DECREASED1,9792,127-148-7%$719.3K$601.8K-$117.5K2026-10-28
BAR Harbor Wealth Management
DECREASED1,9772,049-72-4%$693.1K$601.2K-$91.9K2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED1,9701,960+10+1%$662.9K$599.1K-$63.8K2026-10-08
Regatta Capital Group, LLC
UNCHANGED1,9701,97000%$666.3K$599.0K-$67.3K2026-10-23
Goldstein Advisors, LLC
INCREASED1,9651,912+53+3%$646.7K$597.6K-$49.2K2026-10-15
Torray Investment Partners LLC
UNCHANGED1,9651,96500%$664.7K$597.6K-$67.1K2026-10-30
Blume Capital Management, Inc.
UNCHANGED1,9631,96300%$664.0K$596.9K-$67.0K2026-10-26
Elevated Financial Group LLC
DECREASED1,9532,504-551-22%$847.1K$594.0K-$253.1K2026-10-16
Lavelle Capital LP
UNCHANGED1,9501,95000%$659.6K$593.0K-$66.6K2026-11-03
Crown Wealth Group, LLC
INCREASED1,943682+1,261+185%$230.7K$590.9K+$360.2K2026-10-19
Brucke Financial, Inc.
INCREASED1,9351,574+361+23%$532.4K$588.4K+$56.0K2026-10-23
Triangle Securities Wealth Management
UNCHANGED1,9331,93300%$653.8K$587.8K-$66.0K2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,9213,321-1,400-42%$1.1M$584.2K-$538.8K2026-10-21
McLean Asset Management Corp
DECREASED1,9211,989-68-3%$668.6K$624.3K-$44.4K2026-11-06
Everest Financial Group LLC
INCREASED1,9201,886+34+2%$637.8K$584.0K-$53.8K2026-11-06
Adirondack Trust Co
INCREASED1,9051,870+35+2%$632.5K$579.3K-$53.2K2026-10-14
Bluedoor Private Wealth, LLC
INCREASED1,9041,865+39+2%$630.8K$579.0K-$51.8K2026-11-05
Codex Capital Asset Management L.L.C.
UNCHANGED1,9001,90000%$640.9K$576.0K-$64.9K2026-10-30
Cairn Investment Group, Inc.
UNCHANGED1,9001,90000%$643.0K$578.0K-$65.0K2026-11-04
Keystone Wealth Services, LLC
INCREASED1,8971,884+13+1%$637.2K$579.5K-$57.7K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,8911,840+51+3%$622.5K$575.1K-$47.5K2026-10-28
True North Advisors, LLC
INCREASED1,8801,560+320+21%$527.6K$571.8K+$44.2K2026-10-22
Compass Financial Management LLC
INCREASED1,8791,414+465+33%$483.2K$571.5K+$88.3K2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED1,8761,87600%$634.6K$570.5K-$64.1K2026-10-16
Sterling Investment Advisors, Ltd.
INCREASED1,8741,873+1+0%$633.7K$569.8K-$63.9K2026-10-27
Breakwater Capital Group
DECREASED1,8671,869-20%$632.2K$567.8K-$64.4K2026-10-09
Zions Bancorporation, National Association
DECREASED1,8651,900-35-2%$642.7K$567.1K-$75.5K2026-11-06
Legacy Financial Strategies, LLC
UNCHANGED1,8631,86300%$630.2K$566.6K-$63.6K2026-10-15
Patten Group, Inc.
INCREASED1,8411,727+114+7%$584.2K$559.9K-$24.3K2026-10-26
Howard Financial Services, Ltd.
INCREASED1,8411,737+104+6%$587.6K$559.9K-$27.7K2026-10-15
Annex Advisory Services, LLC
DECREASED1,8401,885-45-2%$637.6K$559.7K-$77.9K2026-10-16
Atala Financial Inc
INCREASED1,8331,773+60+3%$599.7K$557.4K-$42.3K2026-10-22
Relyea Zuckerberg Hanson LLC
DECREASED1,8312,266-435-19%$766.5K$556.9K-$209.6K2026-10-20
Stanley-Laman Group, Ltd.
DECREASED1,8311,939-108-6%$655.9K$556.8K-$99.1K2026-10-20
Banque Pictet & CIE SA
DECREASED1,8282,061-233-11%$697.1K$555.9K-$141.2K2026-10-16
Patton Albertson Miller Group, LLC
UNCHANGED1,8241,82400%$617.0K$554.7K-$62.3K2026-10-26
Mechanics Financial Corp
INCREASED1,8231,816+7+0%$614.3K$554.4K-$59.9K2026-11-05
BXM Wealth LLC
INCREASED1,8221,815+7+0%$613.9K$554.1K-$59.9K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED1,8181,519+299+20%$513.8K$552.9K+$39.1K2026-11-02
Visionary Wealth Advisors
DECREASED1,8152,137-322-15%$722.9K$552.1K-$170.8K2026-11-04
Whitener Capital Management, Inc.
INCREASED1,8081,792+16+1%$606.1K$549.8K-$56.3K2026-10-15
Adell Harriman & Carpenter Inc
INCREASED1,7991,769+30+2%$598.5K$547.2K-$51.3K2026-11-02
Capital Asset Advisory Services LLC
DECREASED1,7971,872-75-4%$633.2K$584.2K-$49.0K2026-10-30
Flagship Private Wealth, LLC
UNCHANGED1,7971,79700%$607.7K$546.4K-$61.3K2026-11-05
Tandem Investment Partners LLC
INCREASED1,7951,765+30+2%$597.0K$545.9K-$51.2K2026-10-16
Cromwell Holdings LLC
UNCHANGED1,7931,79300%$606.5K$545.3K-$61.2K2026-10-28
Keudell ison Wealth Management
DECREASED1,7841,787-30%$604.5K$542.5K-$61.9K2026-10-16
Clearstead Trust, LLC
UNCHANGED1,7791,77900%$601.8K$541.0K-$60.8K2026-11-06
Waters Parkerson & Co., LLC
INCREASED1,7741,749+25+1%$591.6K$539.5K-$52.1K2026-11-04
Davis Investment Partners, LLC
INCREASED1,7691,746+23+1%$590.4K$537.8K-$52.6K2026-11-05
Tennessee Valley Asset Management Partners
DECREASED1,7681,772-40%$599.4K$537.6K-$61.7K2026-11-03
Ellis Investment Partners, LLC
INCREASED1,7661,748+18+1%$591.3K$537.3K-$54.0K2026-10-21
G&S Capital LLC
INCREASED1,7641,722+42+2%$582.5K$536.6K-$45.9K2026-10-23
Midway Capital Research & Management
UNCHANGED1,7631,76300%$596.3K$536.1K-$60.2K2026-10-20
Sage Private Wealth Group, LLC
INCREASED1,7621,756+6+0%$594.1K$535.8K-$58.2K2026-10-21
Centurion Wealth Management LLC
INCREASED1,7601,756+4+0%$594.0K$535.2K-$58.8K2026-10-13
Heritage Investment Group, Inc.
DECREASED1,7501,752-20%$592.6K$532.2K-$60.4K2026-11-03
Lake Street Private Wealth, LLC
DECREASED1,7371,758-21-1%$594.6K$528.3K-$66.4K2026-10-22
MBL Wealth, LLC
DECREASED1,7322,079-347-17%$703.2K$526.7K-$176.5K2026-10-22
Vigilare Wealth Management
INCREASED1,7291,291+438+34%$436.7K$525.8K+$89.1K2026-10-29
Rosenberg Matthew Hamilton
INCREASED1,7291,697+32+2%$574.0K$525.8K-$48.2K2026-10-05
First Nebraska Trust Co
UNCHANGED1,7251,72500%$583.5K$524.5K-$58.9K2026-10-30
Forza Wealth Management, LLC
INCREASED1,7241,416+308+22%$479.0K$524.3K+$45.3K2026-10-20
Valley National Advisers Inc
DECREASED1,7201,738-18-1%$587.9K$523.1K-$64.8K2026-10-23
Revolve Wealth Partners, LLC
DECREASED1,7171,962-245-12%$663.7K$522.2K-$141.5K2026-10-23
Pekin Hardy Strauss, Inc.
UNCHANGED1,7161,71600%$580.4K$521.8K-$58.6K2026-11-02
Triad Wealth Partners, LLC
DECREASED1,7141,776-62-3%$612.2K$521.1K-$91.0K2026-10-26
Tobam
DECREASED1,7102,416-706-29%$817.0K$520.0K-$297.0K2026-11-03
Cache Advisors, LLC
UNCHANGED1,7081,70800%$577.7K$519.4K-$58.3K2026-10-16
Harbour Trust & Investment Management Co
INCREASED1,6921,687+5+0%$570.6K$514.5K-$56.1K2026-10-28
Capital Square, LLC
UNCHANGED1,6901,69000%$592.5K$513.9K-$78.5K2026-10-19
Arcataur Capital Management LLC
UNCHANGED1,6881,68800%$571.0K$513.3K-$57.6K2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED1,6841,647+37+2%$557.1K$512.1K-$45.0K2026-10-27
Accretive Wealth Partners, LLC
UNCHANGED1,6831,68300%$569.3K$511.9K-$57.4K2026-11-06
Thompson Investment Management, Inc.
UNCHANGED1,6811,68100%$568.6K$511.2K-$57.4K2026-10-14
Income Insurance Ltd
UNCHANGED1,6791,67900%$567.9K$510.6K-$57.3K2026-10-21
Missouri Trust & Investment Co
UNCHANGED1,6771,67700%$563.9K$510.0K-$53.9K2026-11-04
CDM Financial Counseling Services, Inc.
INCREASED1,6761,603+73+5%$542.1K$509.5K-$32.5K2026-10-15
Trilogy Capital Inc.
INCREASED1,6701,654+16+1%$559.5K$507.8K-$51.6K2026-10-20
TradeWell Securities, Llc.
DECREASED1,6631,853-190-10%$626.8K$505.6K-$121.2K2026-10-21
Acorn Wealth Advisors, LLC
INCREASED1,6601,645+15+1%$556.5K$504.8K-$51.7K2026-10-19
Apollon Financial, LLC
DECREASED1,6501,656-60%$560.1K$501.6K-$58.5K2026-10-23
Seven Mile Advisory
DECREASED1,6471,655-80%$559.8K$500.9K-$59.0K2026-10-22
Crusonia Wealth Advisors LLC
INCREASED1,6451,629+16+1%$551.0K$500.2K-$50.8K2026-10-26
Strategy Asset Managers LLC
INCREASED1,6441,636+8+0%$553.5K$500.1K-$53.4K2026-10-14
Zullo Investment Group, Inc.
DECREASED1,6411,670-29-2%$565.1K$499.1K-$66.0K2026-10-20
Brown Miller Wealth Management, LLC
UNCHANGED1,6401,64000%$554.7K$498.7K-$56.0K2026-11-02
Walker Asset Management, LLC
INCREASED1,6391,571+68+4%$531.3K$498.4K-$32.8K2026-10-13
Oliver Luxxe Assets LLC
UNCHANGED1,6351,63500%$553.1K$497.3K-$55.8K2026-10-14
Silverlake Wealth Management LLC
UNCHANGED1,6341,63400%$552.6K$497.0K-$55.5K2026-10-21
SmartHarvest Portfolios, LLC
DECREASED1,6332,121-488-23%$717.5K$496.7K-$220.8K2026-10-26
Peterson Wealth Services
DECREASED1,6251,640-15-1%$554.6K$494.1K-$60.5K2026-10-26
HBW Advisory Services LLC
INCREASED1,6251,617+8+0%$547.0K$494.2K-$52.7K2026-10-15
Impact Capital Partners LLC
INCREASED1,6251,619+6+0%$547.6K$494.2K-$53.5K2026-10-22
Fort Washington Investment Advisors Inc
DECREASED1,6241,722-98-6%$582.5K$493.9K-$88.6K2026-10-15
Cornell Pochily Investment Advisors, Inc.
INCREASED1,6211,618+3+0%$547.4K$492.8K-$54.6K2026-10-19
Abacus Wealth Partners, LLC
DECREASED1,6101,775-165-9%$600.4K$489.6K-$110.8K2026-11-03
Secure Asset Management, LLC
DECREASED1,6091,774-165-9%$599.9K$489.2K-$110.7K2026-10-19
55 North Private Wealth, LLC
INCREASED1,6071,474+133+9%$498.6K$488.8K-$9.8K2026-10-20
City Holding Co
DECREASED1,6041,624-20-1%$549.3K$487.8K-$61.6K2026-10-19
Zevenbergen Capital Investments LLC
UNCHANGED1,6001,60000%$541.2K$486.6K-$54.6K2026-10-08
Balentine LLC
DECREASED1,5861,921-335-17%$649.8K$482.3K-$167.5K2026-11-03
KFA Private Wealth Group, LLC
INCREASED1,5781,574+4+0%$532.4K$479.9K-$52.5K2026-10-07
Ridgecrest Wealth Partners, LLC
DECREASED1,5701,691-121-7%$572.0K$477.4K-$94.5K2026-10-19
Agate Pass Investment Management, LLC
UNCHANGED1,5701,57000%$531.0K$477.4K-$53.6K2026-10-20
Integrated Advisors Network LLC
DECREASED1,5662,326-760-33%$786.8K$476.1K-$310.7K2026-10-20
Lmcg Investments, LLC
INCREASED1,5651,542+23+1%$521.6K$475.9K-$45.7K2026-10-21
Wealthstar Advisors, LLC
INCREASED1,5651,563+2+0%$528.7K$475.9K-$52.8K2026-10-19
Versant Capital Management, Inc
INCREASED1,5611,477+84+6%$499.6K$474.7K-$24.9K2026-10-02
WealthSpring Partners, LLC
INCREASED1,556962+594+62%$325.4K$473.3K+$147.8K2026-10-14
Toth Financial Advisory Corp
INCREASED1,5541,535+19+1%$519.3K$472.5K-$46.8K2026-10-08
DDD Partners, LLC
UNCHANGED1,5491,54900%$523.9K$471.1K-$52.9K2026-11-02
Commerce Advisors, LLC
DECREASED1,5391,541-20%$521.2K$468.0K-$53.2K2026-10-19
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED1,5361,53600%$519.6K$467.1K-$52.5K2026-10-26
Investors Research Corp
UNCHANGED1,5341,53400%$518.9K$466.5K-$52.4K2026-10-07
Windsor Capital Management, LLC
INCREASED1,5261,524+2+0%$515.7K$463.9K-$51.8K2026-10-13
Boit C F David
UNCHANGED1,5251,52500%$515.8K$463.8K-$52.1K2026-10-29
SLT Holdings LLC
INCREASED1,5241,474+50+3%$498.6K$463.4K-$35.1K2026-10-15
Silver Lake Advisory, LLC
DECREASED1,5222,014-492-24%$681.2K$462.9K-$218.3K2026-10-22
Old Port Advisors
INCREASED1,5171,493+24+2%$505.0K$461.3K-$43.7K2026-10-23
MV Capital Management, Inc.
DECREASED1,5141,530-16-1%$517.5K$460.4K-$57.1K2026-10-29
PFG Private Wealth Management, LLC
INCREASED1,5121,266+246+19%$428.2K$459.9K+$31.6K2026-10-15
Patrick M Sweeney & Associates, Inc
DECREASED1,5091,515-60%$512.3K$458.9K-$53.5K2026-10-22
Optima Capital LLC
DECREASED1,5081,524-16-1%$515.5K$458.6K-$56.9K2026-10-29
TritonPoint Partners, LLC
DECREASED1,5032,604-1,101-42%$881.0K$457.2K-$423.8K2026-11-05
Anchyra Partners LLC
INCREASED1,4991,289+210+16%$436.0K$455.8K+$19.8K2026-10-13
KPP Advisory Services LLC
DECREASED1,4961,832-336-18%$619.8K$454.9K-$164.9K2026-10-26
Hamilton Capital, LLC
INCREASED1,4951,488+7+0%$503.3K$454.6K-$48.7K2026-10-08
Aire Advisors, LLC
UNCHANGED1,4921,49200%$504.7K$453.8K-$51.0K2026-10-22
CPA Asset Management Group, LLC
DECREASED1,4901,541-51-3%$521.2K$453.1K-$68.1K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED1,4881,479+9+1%$500.4K$452.5K-$47.8K2026-10-20
Winthrop Advisory Group LLC
INCREASED1,4851,094+391+36%$370.2K$451.4K+$81.3K2026-10-22
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED1,4841,48400%$502.0K$451.3K-$50.7K2026-10-29
Granite Islands Private Wealth, LLC
DECREASED1,4821,557-75-5%$526.7K$450.7K-$76.0K2026-10-16
Heritage Wealth Management, Inc.
DECREASED1,4771,502-25-2%$508.1K$449.2K-$58.9K2026-10-28
First Business Financial Services, Inc.
UNCHANGED1,4751,47500%$498.9K$448.5K-$50.4K2026-10-29
Elmwood Wealth Management, Inc.
DECREASED1,4661,482-16-1%$501.3K$445.8K-$55.5K2026-10-14
Hudock, Inc.
INCREASED1,4621,431+31+2%$484.0K$444.6K-$39.4K2026-10-14
Eagle Strategies LLC
DECREASED1,4611,464-30%$495.2K$444.3K-$51.0K2026-10-16
Barton Investment Management
UNCHANGED1,4601,46000%$493.8K$444.0K-$49.9K2026-10-27
Crew Capital Management, Ltd
UNCHANGED1,4601,46000%$493.8K$444.0K-$49.9K2026-10-28
Greenspring Advisors, LLC
DECREASED1,4571,495-38-3%$505.6K$443.1K-$62.5K2026-11-05
First Bancorp, Inc
DECREASED1,4471,452-50%$491.1K$440.0K-$51.1K2026-10-26
Waldron Private Wealth LLC
DECREASED1,4451,517-72-5%$513.1K$439.4K-$73.7K2026-11-02
MW Advisory, LLC
INCREASED1,439971+468+48%$328.5K$437.6K+$109.2K2026-10-19
Compass Ion Advisors, LLC
DECREASED1,4351,439-40%$486.7K$436.4K-$50.4K2026-10-23
Sage Mountain Advisors LLC
DECREASED1,4211,925-504-26%$651.1K$432.1K-$219.0K2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,4191,401+18+1%$472.0K$430.0K-$42.0K2026-11-02
SteelPeak Wealth, LLC
DECREASED1,4142,064-650-31%$698.1K$430.0K-$268.2K2026-10-16
Terra Nova Asset Management LLC
INCREASED1,4091,406+3+0%$475.5K$428.6K-$46.9K2026-10-13
North Capital, Inc.
DECREASED1,4071,717-310-18%$580.8K$436.0K-$144.8K2026-10-16
Inscription Capital, LLC
DECREASED1,4001,566-166-11%$529.8K$425.6K-$104.2K2026-11-02
Mayfair Advisory Group, LLC
DECREASED1,4001,405-50%$458.3K$425.7K-$32.5K2026-10-20
Elco Management Co., LLC
UNCHANGED1,4001,40000%$473.6K$425.7K-$47.8K2026-10-14
PKS Advisory Services, LLC
UNCHANGED1,3991,39900%$473.4K$473.4K$02026-10-26
Retirement Planning Group, LLC
DECREASED1,3961,800-404-22%$608.9K$424.4K-$184.5K2026-10-19
Titleist Asset Management, LLC
INCREASED1,3921,178+214+18%$398.5K$423.3K+$24.8K2026-10-08
Traveka Wealth, LLC
INCREASED1,388631+757+120%$213.4K$422.1K+$208.7K2026-10-19
Invested Advisors
INCREASED1,3821,365+17+1%$461.7K$420.3K-$41.4K2026-10-23
Westover Capital Advisors, LLC
UNCHANGED1,3801,38000%$466.8K$419.7K-$47.1K2026-10-26
Mechanics Bank Trust Department
DECREASED1,3791,393-14-1%$471.2K$419.4K-$51.8K2026-10-13
626 Financial, LLC
DECREASED1,3741,432-58-4%$484.3K$417.9K-$66.3K2026-11-04
Coston, McIsaac & Partners
INCREASED1,3711,357+14+1%$459.0K$417.2K-$41.8K2026-11-06
Burns J W & Co Inc
UNCHANGED1,3711,37100%$463.7K$416.9K-$46.8K2026-10-20
Congress Park Capital LLC
INCREASED1,3681,218+150+12%$412.0K$416.0K+$4.0K2026-10-13
Washington Trust Bank
INCREASED1,3681,366+2+0%$462.1K$416.0K-$46.0K2026-11-03
Wealth Quarterback LLC
INCREASED1,3661,305+61+5%$441.4K$415.4K-$26.0K2026-10-20
SeaCrest Wealth Management, LLC
DECREASED1,3661,382-16-1%$467.4K$415.4K-$52.0K2026-10-21
ARS Wealth Advisors Group, LLC
INCREASED1,3651,238+127+10%$418.7K$415.1K-$3.6K2026-10-16
Trek Financial, LLC
INCREASED1,3641,283+81+6%$434.0K$414.8K-$19.2K2026-10-29
Centerpoint Advisory Group
UNCHANGED1,3641,36400%$461.4K$414.8K-$46.6K2026-10-23
1900 Wealth Management LLC
INCREASED1,3631,354+9+1%$458.0K$414.5K-$43.5K2026-10-13
Vicus Capital
INCREASED1,3601,199+161+13%$405.6K$413.5K+$7.9K2026-11-05
Hoxton Planning & Management, LLC
INCREASED1,3601,339+21+2%$452.9K$413.6K-$39.3K2026-10-15
Money Concepts Capital Corp
DECREASED1,3591,602-243-15%$541.9K$413.4K-$128.5K2026-11-06
Key FInancial Inc
INCREASED1,3591,306+53+4%$441.8K$413.3K-$28.5K2026-11-02
Rebalance, LLC
DECREASED1,3561,386-30-2%$468.8K$412.4K-$56.5K2026-10-22
Legacy Private Trust Co.
UNCHANGED1,3551,35500%$458.3K$412.1K-$46.3K2026-10-06
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED1,3501,35000%$456.8K$410.6K-$46.1K2026-10-15
Northstar Asset Management Co
UNCHANGED1,3501,35000%$440.3K$436.9K-$3.5K2026-10-22
Tannin Capital LLC
INCREASED1,3461,175+171+15%$397.4K$409.3K+$11.9K2026-11-05
Global Financial Private Client, LLC
INCREASED1,3441,322+22+2%$447.2K$408.7K-$38.5K2026-10-15
Eagle Harbor Asset Management Inc
UNCHANGED1,3421,34200%$453.9K$408.1K-$45.8K2026-10-21
Tortoise Investment Management, LLC
DECREASED1,3401,407-67-5%$475.9K$407.5K-$68.4K2026-11-06
Forum Financial Management, LP
DECREASED1,3392,770-1,431-52%$937.0K$407.2K-$529.8K2026-10-16
Pinnacle Bancorp, Inc.
DECREASED1,3381,339-10%$452.9K$406.9K-$46.0K2026-10-21
Enclave Advisors LLC
DECREASED1,3371,359-22-2%$459.7K$406.6K-$53.1K2026-10-14
Michael Brady & Co., LLC
UNCHANGED1,3351,33500%$451.6K$406.0K-$45.6K2026-10-23
Atlas Private Wealth Advisors
UNCHANGED1,3351,33500%$451.6K$406.1K-$45.5K2026-10-23
Quadcap Wealth Management, LLC
INCREASED1,3281,190+138+12%$402.6K$404.0K+$1.4K2026-11-02
Wealth Group, Ltd.
DECREASED1,3273,965-2,638-67%$1.3M$404.0K-$937.0K2026-10-30
McElhenny Sheffield Capital Management, LLC
INCREASED1,3181,231+87+7%$416.4K$400.8K-$15.6K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED1,3151,295+20+2%$438.0K$400.0K-$38.0K2026-10-27
CPC Advisors, LLC
DECREASED1,3141,553-239-15%$525.3K$399.6K-$125.7K2026-10-21
AMG Asset Management Group, Inc.
INCREASED1,3101,101+209+19%$372.5K$398.4K+$26.0K2026-10-21
WealthPlan Investment Management, LLC
DECREASED1,3091,692-383-23%$572.3K$398.1K-$174.3K2026-10-15
Armstrong Advisory Group, Inc
DECREASED1,3081,309-10%$442.8K$397.8K-$45.0K2026-10-09
Alpha Family Trust
UNCHANGED1,3051,30500%$441.4K$441.4K$02026-11-04
DecisionPoint Financial, LLC
INCREASED1,304840+464+55%$292.4K$393.8K+$101.5K2026-10-27
Pacific Capital Wealth Advisors, Inc.
INCREASED1,3001,143+157+14%$386.6K$395.3K+$8.7K2026-10-22
Fidelity D & D Bancorp Inc
UNCHANGED1,2981,29800%$439.0K$394.7K-$44.3K2026-11-05
Independence Bank of Kentucky
INCREASED1,289810+479+59%$274.0K$392.0K+$118.0K2026-10-26
Uniting Wealth Partners, LLC
INCREASED1,2861,183+103+9%$400.2K$391.2K-$9.0K2026-11-06
Waycross Partners, LLC
DECREASED1,28532,044-30,759-96%$10.8M$390.8K-$10.4M2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED1,2851,408-123-9%$476.4K$390.7K-$85.7K2026-10-09
Shum Financial Group, Inc.
INCREASED1,2821,279+3+0%$432.6K$389.9K-$42.8K2026-10-13
Five Oceans Advisors
DECREASED1,2801,366-86-6%$462.1K$389.2K-$72.8K2026-10-22
4J Wealth Management LLC
UNCHANGED1,2781,27800%$432.3K$388.6K-$43.6K2026-11-02
First Financial Bank - Trust Division
UNCHANGED1,2741,27400%$430.9K$387.4K-$43.5K2026-10-01
Summit Asset Management, LLC
INCREASED1,2721,265+7+1%$427.9K$386.8K-$41.1K2026-11-05
ETF Portfolio Partners, Inc.
UNCHANGED1,2691,26900%$429.2K$385.9K-$43.3K2026-10-22
E&G Advisors, LLC
DECREASED1,2681,273-50%$430.6K$385.6K-$45.0K2026-10-13
Merrion Investment Management Co, LLC
UNCHANGED1,2661,26600%$428.2K$385.0K-$43.2K2026-10-16
Connecticut Wealth Management, LLC
DECREASED1,2642,264-1,000-44%$765.8K$384.4K-$381.4K2026-10-13
Burton Enright Welch
DECREASED1,2601,261-10%$426.5K$383.2K-$43.4K2026-11-04
Fagan Associates, Inc.
UNCHANGED1,2601,26000%$426.2K$383.2K-$43.0K2026-10-13
Invera Wealth Advisors, LLC
INCREASED1,2521,140+112+10%$385.6K$380.7K-$4.9K2026-10-28
Pines Wealth Management, LLC
DECREASED1,2491,355-106-8%$458.3K$380.0K-$78.3K2026-10-21
Uptown Financial Advisors LLC
INCREASED1,2461,127+119+11%$381.2K$378.9K-$2.3K2026-10-15
Monument Capital Management
INCREASED1,2441,124+120+11%$380.3K$378.4K-$1.9K2026-10-09
Avail Investment Partners, LLC
INCREASED1,2431,216+27+2%$411.5K$378.1K-$33.3K2026-10-16
Omega Financial Group, LLC
INCREASED1,2411,200+41+3%$405.9K$377.4K-$28.5K2026-10-29
Blue Square Asset Management, LLC
UNCHANGED1,2401,24000%$419.4K$377.1K-$42.3K2026-11-02
Woodward Diversified Capital, LLC
INCREASED1,2391,153+86+7%$390.1K$376.9K-$13.2K2026-10-21
Cerro Pacific Wealth Advisors LLC
INCREASED1,2311,151+80+7%$389.3K$374.4K-$14.9K2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED1,2211,229-8-1%$415.7K$371.3K-$44.4K2026-10-23
Essex Investment Management Co LLC
UNCHANGED1,2191,21900%$412.3K$370.7K-$41.6K2026-10-19
Carter Financial Group, Inc.
DECREASED1,2181,296-78-6%$438.5K$370.3K-$68.2K2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED1,2161,193+23+2%$403.5K$369.8K-$33.7K2026-10-16
Shepherd Street Advisors LLC
UNCHANGED1,2161,21600%$435.9K$374.7K-$61.1K2026-10-21
Firestone Capital Management
UNCHANGED1,2151,21500%$411.0K$369.5K-$41.5K2026-11-03
WBI Investments, LLC
DECREASED1,21210,017-8,805-88%$3.4M$368.7K-$3.0M2026-11-05
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,2071,20700%$408.3K$367.0K-$41.2K2026-10-07
Cornerstone Advisory, LLC
INCREASED1,2041,161+43+4%$392.5K$366.1K-$26.5K2026-11-06
EdgeRock Capital LLC
INCREASED1,2041,175+29+2%$397.4K$366.1K-$31.3K2026-11-03
TrustBank
DECREASED1,2001,310-110-8%$443.1K$364.9K-$78.2K2026-10-20
Elevated Capital Advisors, LLC
UNCHANGED1,2001,20000%$405.9K$364.9K-$41.0K2026-11-04
City State Bank
UNCHANGED1,2001,20000%$405.9K$364.9K-$41.0K2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED1,1991,225-26-2%$414.4K$364.6K-$49.7K2026-10-19
Garner Asset Management Corp
DECREASED1,1961,204-8-1%$407.1K$376.8K-$30.4K2026-10-30
Kitching Partners, LLC
INCREASED1,1951,193+2+0%$403.5K$363.3K-$40.2K2026-11-02
Opinicus Capital, Inc.
DECREASED1,1871,191-40%$402.9K$360.8K-$42.1K2026-10-28
Maia Wealth LLC
DECREASED1,1851,316-131-10%$445.0K$360.3K-$84.7K2026-10-19
Reflection Asset Management
UNCHANGED1,1831,18300%$400.2K$359.9K-$40.4K2026-10-28
Worth Financial Advisory Group, LLC
INCREASED1,1821,167+15+1%$394.7K$359.5K-$35.3K2026-10-19
Willow Creek Capital Management, Inc.
UNCHANGED1,1811,18100%$399.5K$399.5K$02026-10-16
New Covenant Trust Company, N.A.
INCREASED1,1751,033+142+14%$349.4K$357.3K+$7.9K2026-10-08
Montgomery Investment Management Inc
UNCHANGED1,1751,17500%$397.4K$357.3K-$40.1K2026-10-26
Signal Advisors Wealth, LLC
INCREASED1,171965+206+21%$326.5K$356.2K+$29.7K2026-10-13
Vista Capital Partners, Inc.
INCREASED1,1711,046+125+12%$353.8K$356.1K+$2.3K2026-11-06
Curated Wealth Partners LLC
NEW1,166—+1,166——$354.6K—2026-10-15
Earned Wealth Advisors, LLC
INCREASED1,1651,004+161+16%$339.6K$354.1K+$14.5K2026-11-06
Owl Creek Wealth Partners LLC
INCREASED1,1631,160+3+0%$392.5K$353.8K-$38.7K2026-10-20
Ehrlich Financial Group
INCREASED1,1591,143+16+1%$386.6K$352.5K-$34.2K2026-10-20
ProCore Advisors, LLC
DECREASED1,1581,245-87-7%$421.2K$352.3K-$68.9K2026-10-14
Means Investment Co., Inc.
INCREASED1,1581,155+3+0%$390.8K$352.3K-$38.5K2026-11-03
SkyOak Wealth, LLC
INCREASED1,155755+400+53%$255.4K$351.2K+$95.9K2026-10-28
Capital Advisors Wealth Management, LLC
INCREASED1,1551,153+2+0%$389.9K$351.2K-$38.8K2026-10-09
Mainstream Capital Management LLC
DECREASED1,1541,259-105-8%$425.9K$350.9K-$74.9K2026-10-23
Green Ridge Wealth Planning LLC
DECREASED1,1541,227-73-6%$415.0K$350.9K-$64.1K2026-10-08
Northwest Wealth Management, LLC
INCREASED1,1521,148+4+0%$388.3K$350.3K-$38.0K2026-10-30
Regent Peak Wealth Advisors LLC
DECREASED1,1511,197-46-4%$404.9K$350.0K-$54.9K2026-10-13
Triglav Investments, D.O.O.
NEW1,150—+1,150——$349.7K—2026-11-06
Park Capital Management, LLC / WI
INCREASED1,1461,049+97+9%$354.9K$348.6K-$6.3K2026-10-13
Samalin Investment Counsel, LLC
INCREASED1,1411,138+3+0%$385.0K$346.9K-$38.1K2026-10-23
Austin Wealth Management, LLC
DECREASED1,1401,145-50%$406.9K$351.2K-$55.6K2026-11-06
Westside Investment Management, Inc.
INCREASED1,139939+200+21%$317.6K$346.1K+$28.5K2026-11-02
James J. Burns & Company, LLC
DECREASED1,1381,153-15-1%$389.9K$346.0K-$43.9K2026-10-22
XY Planning Network, Inc.
INCREASED1,1351,099+36+3%$371.7K$345.2K-$26.6K2026-10-14
Solidarity Wealth, LLC
DECREASED1,1311,191-60-5%$402.9K$343.9K-$58.9K2026-10-15
Eurizon SLJ Capital Ltd
INCREASED1,1291,078+51+5%$364.6K$343.3K-$21.3K2026-11-06
Shepherd Financial Partners LLC
INCREASED1,1271,101+26+2%$372.4K$342.7K-$29.7K2026-11-03
Abacus Planning Group, Inc.
DECREASED1,1251,128-30%$381.5K$342.1K-$39.4K2026-11-02
First Command Advisory Services, Inc.
DECREASED1,1164,672-3,556-76%$1.6M$339.4K-$1.2M2026-11-05
Fiduciary Financial Group, LLC
NEW1,115—+1,115——$339.1K—2026-10-13
Nadler Financial Group, Inc.
DECREASED1,1151,281-166-13%$433.3K$339.1K-$94.2K2026-10-23
JB Capital LLC
INCREASED1,1111,097+14+1%$371.2K$337.8K-$33.4K2026-10-19
Black Diamond Financial, LLC
UNCHANGED1,1091,10900%$375.1K$337.2K-$37.9K2026-10-26
Heartwood Wealth Advisors LLC
INCREASED1,106992+114+11%$335.5K$336.3K+$7912026-10-05
Aurora Private Wealth, Inc.
DECREASED1,1061,196-90-8%$404.0K$336.0K-$68.0K2026-10-20
Sunbeam Capital Management, LLC
DECREASED1,1001,223-123-10%$413.5K$334.4K-$79.1K2026-11-05
GAM Holding AG
DECREASED1,0991,166-67-6%$394.4K$334.2K-$60.2K2026-11-03
Guyasuta Investment Advisors Inc
INCREASED1,0981,089+9+1%$368.4K$333.9K-$34.5K2026-10-15
D'Orazio & Associates, Inc.
DECREASED1,0981,103-50%$373.2K$334.0K-$39.2K2026-11-04
One Day In July LLC
UNCHANGED1,0921,09200%$369.4K$332.1K-$37.3K2026-10-30
Reyes Financial Architecture, Inc.
DECREASED1,0861,202-116-10%$406.6K$330.3K-$76.3K2026-10-22
Cowa, LLC
UNCHANGED1,0851,08500%$367.0K$329.9K-$37.1K2026-10-30
Independent Solutions Wealth Management, LLC
UNCHANGED1,0751,07500%$363.6K$326.9K-$36.7K2026-10-28
Paragon Capital Management Ltd
UNCHANGED1,0741,07400%$363.3K$326.6K-$36.7K2026-10-09
Manchester Financial Inc
DECREASED1,0721,116-44-4%$377.4K$325.9K-$51.5K2026-10-15
Middleton & Co Inc
UNCHANGED1,0701,07000%$361.9K$325.4K-$36.5K2026-10-23
CRA Financial Services, LLC
INCREASED1,0661,047+19+2%$354.1K$324.3K-$29.9K2026-10-16
CFS Investment Advisory Services, LLC
INCREASED1,0651,005+60+6%$353.7K$324.3K-$29.4K2026-10-19
Trust Co of the South
DECREASED1,0641,259-195-15%$425.9K$323.6K-$102.3K2026-10-21
Patriot Financial Group Insurance Agency, LLC
DECREASED1,0561,827-771-42%$617.8K$321.2K-$296.6K2026-10-14
Mountain Pacific Investment Advisers LLC
UNCHANGED1,0551,05500%$357.0K$321.0K-$36.0K2026-10-29
Sharkey, Howes & Javer
INCREASED1,0541,047+7+1%$354.3K$320.6K-$33.6K2026-10-22
First Fiduciary Investment Counsel, Inc.
UNCHANGED1,0461,04600%$354.0K$318.0K-$36.0K2026-10-27
Advisors Management Group Inc
DECREASED1,0451,048-30%$354.0K$317.0K-$37.0K2026-11-05
XXI Wealth, LLC
INCREASED1,044986+58+6%$333.5K$317.5K-$16.0K2026-10-22
Formidable Asset Management, LLC
UNCHANGED1,0441,04400%$315.8K$353.1K+$37.3K2026-11-03
Aspetuck Financial Management LLC
DECREASED1,0401,065-25-2%$360.2K$316.3K-$44.0K2026-11-04
Kaizen Financial Strategies
DECREASED1,0361,226-190-15%$426.6K$315.0K-$111.6K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED1,036929+107+12%$314.5K$315.1K+$6152026-10-29
Semus Wealth Partners LLC
INCREASED1,034636+398+63%$215.1K$314.5K+$99.4K2026-10-22
Colton Groome Financial Advisors, LLC
INCREASED1,0301,029+1+0%$348.0K$313.1K-$34.9K2026-10-06
Wolff Wiese Magana LLC
DECREASED1,0291,068-39-4%$361.2K$312.9K-$48.3K2026-10-15
Ejmk Ventures LLC
DECREASED1,0291,039-10-1%$351.5K$313.0K-$38.5K2026-10-21
First Premier Bank
INCREASED1,0261,006+20+2%$340.0K$312.0K-$28.0K2026-10-13
Summa Corp.
INCREASED1,023600+423+71%$203.0K$311.1K+$108.1K2026-10-30
FAI Advisors, Inc.
INCREASED1,0231,012+11+1%$342.3K$311.1K-$31.2K2026-10-27
Rooted Wealth Advisors, Inc.
UNCHANGED1,0201,02000%$345.0K$345.0K$02026-11-03
Certified Advisory Corp
INCREASED1,0181,008+10+1%$340.8K$309.5K-$31.4K2026-10-29
Mine & Arao Wealth Creation & Management, Llc.
INCREASED1,0181,015+3+0%$343.4K$309.6K-$33.8K2026-10-29
Bestgate Wealth Advisors, LLC
INCREASED1,016988+28+3%$334.2K$309.0K-$25.2K2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED1,0151,090-75-7%$368.8K$308.7K-$60.1K2026-10-16
WT Wealth Management
INCREASED1,014923+91+10%$312.2K$308.2K-$4.0K2026-10-13
Wealth Management Partners, LLC
UNCHANGED1,0141,01400%$343.4K$308.6K-$34.7K2026-10-21
Eubel Brady & Suttman Asset Management Inc
UNCHANGED1,0111,01100%$342.0K$307.0K-$35.0K2026-11-04
AGH Wealth Advisors, LLC
DECREASED1,0101,018-8-1%$344.3K$307.1K-$37.2K2026-10-26
Partnership Wealth Management, LLC
UNCHANGED1,0101,01000%$341.6K$307.1K-$34.5K2026-10-05
Allen Capital Group, LLC
INCREASED1,007989+18+2%$334.5K$306.2K-$28.3K2026-10-27
Basso Capital Management, L.P.
INCREASED1,0031,001+2+0%$338.6K$305.0K-$33.6K2026-10-30
Avantra Family Wealth, Inc.
DECREASED1,0021,006-40%$340.3K$304.7K-$35.6K2026-10-20
BNC Wealth Management, LLC
DECREASED1,00017,145-16,145-94%$5.8M$304.0K-$5.5M2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED1,0001,00000%$338.3K$304.1K-$34.2K2026-10-26
Marks Group Wealth Management, Inc
INCREASED998877+121+14%$296.5K$303.5K+$7.0K2026-11-05
Redmond Asset Management, LLC
UNCHANGED99899800%$337.6K$303.5K-$34.1K2026-10-27
Nikulski Financial, Inc.
DECREASED9971,052-55-5%$355.8K$303.2K-$52.7K2026-11-06
Accel Wealth Management
DECREASED9951,009-14-1%$341.2K$302.5K-$38.7K2026-10-13
IPG Investment Advisors LLC
DECREASED9941,003-9-1%$339.3K$302.3K-$37.0K2026-10-30
Narus Financial Partners, LLC
INCREASED993975+18+2%$329.8K$302.0K-$27.8K2026-10-19
Baron Wealth Management LLC
DECREASED9921,007-15-1%$340.7K$301.8K-$38.9K2026-10-27
Center For Asset Management LLC
INCREASED987851+136+16%$287.6K$300.1K+$12.5K2026-10-16
Veery Capital, LLC
DECREASED986988-20%$334.2K$299.8K-$34.3K2026-10-07
Langley Wealth Management, LLC
DECREASED9851,087-102-9%$367.7K$299.7K-$68.0K2026-11-04
Flagship Wealth Advisors, LLC
INCREASED981975+6+1%$329.8K$298.3K-$31.5K2026-11-03
NavPoint Financial, Inc.
UNCHANGED98198100%$331.8K$298.3K-$33.5K2026-10-21
Occidental Asset Management, LLC
INCREASED979648+331+51%$219.2K$297.7K+$78.5K2026-11-05
Royal Fund Management, LLC
DECREASED977987-10-1%$334.1K$297.2K-$36.9K2026-10-22
Ariadne Wealth Management, LP
INCREASED972729+243+33%$246.6K$295.6K+$49.0K2026-11-06
Godsey & Gibb, Inc
UNCHANGED97297200%$328.8K$295.6K-$33.2K2026-10-14
North Berkeley Wealth Management, LLC
INCREASED971906+65+7%$306.5K$295.3K-$11.2K2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED967768+199+26%$259.8K$294.1K+$34.3K2026-10-22
Acima Private Wealth, LLC
DECREASED9661,056-90-9%$357.2K$293.8K-$63.4K2026-10-05
University of Texas S AM Investment Management Co
INCREASED965843+122+14%$285.2K$293.5K+$8.3K2026-11-03
Convergence Investment Partners, LLC
UNCHANGED96496400%$326.1K$293.2K-$32.9K2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED961850+111+13%$287.6K$292.4K+$4.7K2026-10-13
Harbor Group, Inc.
INCREASED948945+3+0%$319.8K$288.3K-$31.5K2026-10-14
Corps Capital Advisors, LLC
UNCHANGED94894800%$320.7K$288.3K-$32.4K2026-11-05
Bennett Selby Investments LP
INCREASED947648+299+46%$219.2K$288.0K+$68.8K2026-10-19
Cypress Point Wealth Management, LLC
INCREASED945825+120+15%$279.1K$287.4K+$8.3K2026-11-03
JGP Wealth Management, LLC
INCREASED941934+7+1%$315.9K$286.2K-$29.8K2026-10-13
Sovran Advisors, LLC
INCREASED935906+29+3%$305.1K$302.7K-$2.3K2026-11-02
Durante & Waters, LLC
NEW925—+925——$281.3K—2026-10-28
Silver Grove Financial Group, Inc.
INCREASED925810+115+14%$273.9K$281.4K+$7.4K2026-11-05
Strid Group, LLC
INCREASED924885+39+4%$299.2K$280.9K-$18.3K2026-10-28
Kessler Investment Group, LLC
DECREASED924931-7-1%$314.9K$281.0K-$33.9K2026-10-08
Retirement Planning Co of New England, Inc.
INCREASED921920+1+0%$311.1K$280.2K-$30.9K2026-10-15
Ackerman Capital Advisors, LLC
UNCHANGED92092000%$311.2K$279.8K-$31.4K2026-10-30
Wedge Capital Management L L P
INCREASED919872+47+5%$295.0K$279.5K-$15.5K2026-10-13
CJM Wealth Advisers, Ltd.
UNCHANGED91991900%$310.9K$279.5K-$31.4K2026-10-27
Sunpointe, LLC
DECREASED918943-25-3%$319.0K$279.2K-$39.8K2026-10-22
Stephenson & Company, Inc.
UNCHANGED91891800%$310.5K$279.2K-$31.4K2026-10-30
Nautilus Advisors LLC
INCREASED917720+197+27%$252.5K$279.0K+$26.5K2026-10-07
Prosperity Financial Group, Inc.
UNCHANGED91791700%$310.4K$278.9K-$31.5K2026-10-29
Argos Wealth Advisors, LLC
UNCHANGED91591500%$309.5K$278.3K-$31.2K2026-11-02
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED91391300%$308.8K$277.6K-$31.2K2026-10-27
Meadow Creek Wealth Advisors LLC
DECREASED9121,195-283-24%$404.2K$277.3K-$126.9K2026-11-02
Vista Investment Partners LLC
INCREASED910909+1+0%$307.5K$276.7K-$30.7K2026-10-08
Kellett Wealth Advisors, LLC
INCREASED908907+1+0%$306.9K$276.2K-$30.7K2026-10-15
Orca Wealth Management, LLC
INCREASED903902+1+0%$305.0K$274.6K-$30.4K2026-10-14
Syverson Strege & Co
DECREASED902921-19-2%$311.5K$274.3K-$37.2K2026-11-02
Financial Consulate, Inc
UNCHANGED90290200%$305.2K$274.4K-$30.8K2026-10-23
Barlow Wealth Partners, LLC
INCREASED900896+4+0%$301.4K$274.1K-$27.3K2026-10-15
Talbot Financial, LLC
UNCHANGED90090000%$304.4K$273.7K-$30.7K2026-10-19
Peck Wealth Management, LLC
UNCHANGED90090000%$304.4K$273.7K-$30.7K2026-10-29
Saxony Capital Management, LLC
INCREASED897872+25+3%$294.9K$272.7K-$22.2K2026-10-15
Edgemoor Investment Advisors, Inc.
DECREASED897907-10-1%$306.8K$272.8K-$34.0K2026-11-03
AWM Capital, LLC
INCREASED894675+219+32%$228.2K$271.9K+$43.7K2026-10-16
EPG Wealth Management LLC
DECREASED894975-81-8%$329.8K$271.9K-$57.9K2026-11-03
Sterling Investment Counsel, LLC
DECREASED894902-8-1%$305.0K$271.9K-$33.1K2026-10-19
Omnitrust Wealth Management, Inc
NEW892—+892——$271.3K—2026-11-02
Good Steward Wealth Advisors,LLC
UNCHANGED89289200%$301.7K$271.3K-$30.5K2026-11-06
Jacobsen Capital Management
DECREASED890916-26-3%$309.8K$270.6K-$39.2K2026-10-27
General Partner, Inc.
UNCHANGED88688600%$299.7K$269.4K-$30.3K2026-10-05
Smart Wealth LLC
DECREASED884885-10%$299.4K$268.7K-$30.6K2026-11-04
Woodley Farra Manion Portfolio Management Inc
DECREASED882886-40%$299.7K$268.2K-$31.5K2026-11-05
Almanack Investment Partners, Llc.
NEW881—+881——$267.9K—2026-11-03
LeConte Wealth Management, LLC
INCREASED881775+106+14%$262.2K$267.9K+$5.8K2026-10-20
Schneider Downs Wealth Management Advisors, LP
INCREASED880853+27+3%$288.5K$267.6K-$20.9K2026-10-27
City Center Advisors, LLC
DECREASED878894-16-2%$302.4K$267.0K-$35.4K2026-10-08
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED87787700%$296.7K$266.7K-$30.0K2026-10-28
Grey Ledge Advisors, LLC
UNCHANGED87487400%$295.6K$265.7K-$29.8K2026-11-02
Redwood Financial Network Corp
INCREASED868867+1+0%$293.3K$264.1K-$29.2K2026-11-03
Hengehold Capital Management LLC
INCREASED864857+7+1%$289.9K$262.7K-$27.2K2026-10-16
Alliance Wealth Advisors, LLC
DECREASED8611,020-159-16%$345.0K$261.8K-$83.2K2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED858345+513+149%$116.9K$261.1K+$144.2K2026-10-16
Woodward Financial Advisors, Inc.
INCREASED858817+41+5%$276.4K$260.9K-$15.4K2026-10-19
TFC Financial Management, Inc.
UNCHANGED85585500%$289.4K$260.2K-$29.2K2026-10-26
Commonwealth Financial Services, LLC
DECREASED854986-132-13%$333.5K$259.7K-$73.8K2026-10-20
Eagle Bay Advisors LLC
INCREASED854754+100+13%$254.9K$259.6K+$4.7K2026-10-16
Insight Wealth Strategies, LLC
DECREASED8511,029-178-17%$358.1K$258.7K-$99.4K2026-10-09
Asset One Wealth Management LLC
NEW848—+848——$257.9K—2026-11-02
MBA Advisors LLC
INCREASED847717+130+18%$242.5K$257.6K+$15.0K2026-10-29
Genesis Private Wealth, LLC
DECREASED847849-20%$287.2K$257.6K-$29.6K2026-11-02
Broadway Wealth Solutions, Inc.
DECREASED843845-20%$285.8K$256.4K-$29.5K2026-10-21
Coquina Private Wealth LLC
UNCHANGED84084000%$284.1K$255.4K-$28.7K2026-10-27
Financial Council, LLC
UNCHANGED83883800%$283.4K$254.8K-$28.6K2026-11-02
Farmers & Merchants Investments Inc
DECREASED837838-10%$283.5K$254.5K-$28.9K2026-10-22
Iron Financial LLC
INCREASED837836+1+0%$282.9K$254.6K-$28.3K2026-10-23
Laurion Capital Management LP
NEW836—+836——$254.2K—2026-10-30
Weatherly Asset Management L. P.
INCREASED836830+6+1%$280.8K$254.3K-$26.5K2026-10-20
Plante Moran Financial Advisors, LLC
INCREASED835831+4+0%$281.1K$253.9K-$27.2K2026-11-04
James T. Borello RIA
DECREASED833863-30-3%$291.9K$253.2K-$38.6K2026-10-16
Renasant Bank
INCREASED833828+5+1%$280.1K$253.3K-$26.8K2026-11-05
TSG Advice Partners, LLC
NEW832—+832——$281.5K—2026-10-29
Hopwood Financial Services, Inc.
DECREASED832852-20-2%$288.2K$253.0K-$35.2K2026-10-29
EagleClaw Capital Managment, LLC
NEW826—+826——$251.2K—2026-11-06
Lantz Financial LLC
INCREASED824816+8+1%$276.0K$250.6K-$25.4K2026-10-15
Willner & Heller, LLC
DECREASED818831-13-2%$281.0K$248.7K-$32.3K2026-10-28
Parkway Wealth Management Group, LLC
UNCHANGED81781700%$276.4K$248.5K-$27.9K2026-10-20
AM Investment Strategies LLC
UNCHANGED81581500%$276.0K$248.0K-$28.0K2026-11-05
Shrier Wealth Management, LLC
UNCHANGED81381300%$275.0K$247.2K-$27.8K2026-10-20
Nolet Wealth Management, LLC
INCREASED810768+42+5%$259.8K$246.4K-$13.5K2026-10-15
Blue Fin Capital, Inc.
UNCHANGED80880800%$273.3K$245.7K-$27.6K2026-10-28
Hoge Financial Services, LLC
DECREASED806818-12-1%$276.8K$245.1K-$31.7K2026-11-05
Mogy Joel R Investment Counsel Inc
NEW805—+805——$244.8K—2026-10-13
TrinityBridge Ltd
UNCHANGED80180100%$271.0K$244.0K-$27.0K2026-10-30
Old Second National Bank of Aurora
UNCHANGED80080000%$270.6K$243.3K-$27.3K2026-10-22
Perryman Financial Advisory Inc
DECREASED798852-54-6%$288.3K$242.6K-$45.7K2026-10-16
Warren Street Wealth Advisors, LLC
INCREASED796602+194+32%$203.6K$242.1K+$38.5K2026-11-04
Peachtree Investment Partners, LLC
DECREASED795842-47-6%$284.7K$241.6K-$43.1K2026-11-05
DLK Investment Management, LLC
NEW794—+794——$241.5K—2026-10-09
DeDora Capital, Inc.
DECREASED794802-8-1%$271.3K$241.5K-$29.8K2026-10-26
Consilium Wealth Advisory, LLC
INCREASED793758+35+5%$256.4K$241.2K-$15.2K2026-10-14
Horst & Graben Wealth Management LLC
INCREASED793791+2+0%$275.2K$241.1K-$34.1K2026-11-02
Ariston Services Group
UNCHANGED79279200%$267.9K$240.8K-$27.0K2026-10-16
Legacy Financial Group, Inc.
UNCHANGED79279200%$267.9K$240.8K-$27.0K2026-10-21
Motive Wealth Advisors
INCREASED789782+7+1%$264.5K$239.9K-$24.6K2026-10-26
Foster Victor Wealth Advisors, LLC
INCREASED788771+17+2%$273.7K$249.4K-$24.3K2026-10-21
apricus wealth, LLC
UNCHANGED78778700%$266.2K$239.3K-$26.9K2026-10-26
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED7841,077-293-27%$364.3K$238.4K-$125.9K2026-10-13
Chickasaw Capital Management LLC
DECREASED784905-121-13%$306.0K$238.4K-$67.6K2026-10-08
Canvas Wealth Advisors, LLC
DECREASED7831,604-821-51%$542.6K$253.5K-$289.1K2026-11-02
Bellecapital International Ltd.
UNCHANGED78378300%$264.9K$238.1K-$26.7K2026-10-21
Ascent Wealth Partners, LLC
UNCHANGED78278200%$264.5K$237.8K-$26.7K2026-10-23
PVG Asset Management Corp
UNCHANGED78178100%$264.2K$237.5K-$26.7K2026-10-19
Clear Creek Financial Management, LLC
INCREASED780766+14+2%$259.0K$237.2K-$21.8K2026-10-28
Polaris Financial Partners
NEW778—+778——$238—2026-10-02
New England Capital Financial Advisors LLC
INCREASED777775+2+0%$262.2K$236.2K-$26.0K2026-11-03
Live Oak Private Wealth LLC
INCREASED775765+10+1%$258.8K$235.7K-$23.1K2026-11-02
Navigate Wealth Management, LLC
INCREASED774770+4+1%$273.6K$238.5K-$35.1K2026-10-14
Arlington Trust Co LLC
INCREASED773607+166+27%$205.3K$235.1K+$29.8K2026-10-20
Compton Wealth Advisory Group, LLC
UNCHANGED77377300%$269.0K$233.5K-$35.5K2026-10-13
Unique Wealth Strategies, LLC
UNCHANGED77377300%$261.4K$261.4K$02026-10-13
Wealth Management Nebraska
UNCHANGED76876800%$259.8K$233.5K-$26.2K2026-10-26
Argonautica Private Wealth Management, Inc
UNCHANGED76876800%$259.8K$233.5K-$26.2K2026-11-02
Park Edge Advisors, LLC
INCREASED764722+42+6%$244.2K$232.4K-$11.9K2026-10-28
Dorato Capital Management
UNCHANGED76076000%$266.4K$231.2K-$35.2K2026-10-08
RAM Investment Partners, LLC
INCREASED759737+22+3%$249.4K$230.9K-$18.5K2026-10-21
Kestra Investment Management, LLC
DECREASED752943-191-20%$318.9K$228.6K-$90.3K2026-11-04
Tillman Hartley LLC
DECREASED749770-21-3%$260.5K$227.8K-$32.7K2026-11-06
Collaborative Fund Advisors, LLC
DECREASED748816-68-8%$276.0K$227.5K-$48.5K2026-11-02
Clarity Wealth Advisors, LLC
DECREASED748763-15-2%$258.2K$227.6K-$30.6K2026-10-21
Beacon Financial Advisory LLC
INCREASED745729+16+2%$246.6K$226.7K-$19.9K2026-10-16
Correct Capital Wealth Management
UNCHANGED74574500%$252.0K$226.6K-$25.4K2026-11-02
Gradient Capital Advisors, LLC
INCREASED744697+47+7%$235.8K$226.3K-$9.5K2026-10-21
Values Added Financial LLC
DECREASED744774-30-4%$261.8K$226.3K-$35.6K2026-10-28
BigSur Wealth Management LLC
UNCHANGED74474400%$251.7K$226.3K-$25.4K2026-10-13
Tuttle Capital Management, LLC
NEW742—+742——$225.6K—2026-10-21
Traynor Capital Management, Inc.
INCREASED742700+42+6%$236.7K$225.5K-$11.1K2026-10-29
MSH Capital Advisors LLC
INCREASED740699+41+6%$236.4K$225.0K-$11.4K2026-11-03
DecisionMap Wealth Management, LLC
DECREASED735755-20-3%$255.4K$223.5K-$31.9K2026-10-29
Arch Global Advisors, LLC
UNCHANGED73273200%$247.6K$222.6K-$25.0K2026-10-23
Wedgewood Investors Inc
UNCHANGED73173100%$247.3K$222.3K-$25.0K2026-10-28
Innovative Advisory Group, LLC
UNCHANGED72372300%$244.5K$219.8K-$24.7K2026-10-13
FDx Advisors, Inc.
DECREASED722855-133-16%$289.0K$220.0K-$69.0K2026-11-05
Atwater Malick LLC
DECREASED722801-79-10%$270.9K$219.6K-$51.4K2026-10-15
Aviso Wealth Management
DECREASED718736-18-2%$249.0K$218.4K-$30.6K2026-11-04
Slocum, Gordon & Co LLP
UNCHANGED71871800%$242.9K$218.3K-$24.5K2026-10-19
First City Capital Management, Inc.
UNCHANGED71571500%$241.8K$217.4K-$24.4K2026-10-27
Smith Chas P & Associates PA Cpas
UNCHANGED71471400%$241.5K$223.9K-$17.6K2026-10-22
PFS Partners, LLC
INCREASED713712+1+0%$240.7K$216.9K-$23.8K2026-10-21
Rothwell Investment Advisors, LLC
NEW711—+711——$216.3K—2026-11-06
Clark Asset Management, LLC
DECREASED7071,027-320-31%$347.5K$215.0K-$132.5K2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED706721-15-2%$243.8K$214.8K-$29.0K2026-10-26
Deseret Mutual Benefit Administrators
DECREASED705739-34-5%$250.0K$214.4K-$35.6K2026-11-04
Manske Wealth Management
DECREASED704747-43-6%$252.7K$214.1K-$38.6K2026-10-26
Gilliland Jeter Wealth Management LLC
INCREASED704687+17+2%$232.3K$214.0K-$18.3K2026-10-28
Rakuten Securities, Inc.
INCREASED701165+536+325%$55.8K$213.2K+$157.4K2026-11-02
Burns Matteson Capital Management, LLC
UNCHANGED70070000%$236.8K$212.9K-$23.9K2026-10-16
Wealth Dimensions Group, Ltd.
INCREASED699672+27+4%$227.4K$212.6K-$14.7K2026-11-02
Rainier Family Wealth Inc
DECREASED699701-20%$237.1K$212.6K-$24.5K2026-11-02
Northern Lights Advisors, Inc.
DECREASED698715-17-2%$241.8K$212.3K-$29.6K2026-10-21
Fusion Capital, LLC
DECREASED696725-29-4%$245.1K$211.7K-$33.4K2026-10-28
Frederick Financial Consultants, LLC
INCREASED695604+91+15%$204.4K$211.5K+$7.1K2026-10-29
PUREfi Wealth, LLC
INCREASED695679+16+2%$229.7K$211.4K-$18.3K2026-10-19
TrueWealth Advisors, LLC
DECREASED694770-76-10%$260.4K$211.1K-$49.2K2026-10-09
Fortitude Advisory Group L.L.C.
NEW692—+692——$210.5K—2026-10-15
Warburton Capital Management, LLC
INCREASED691684+7+1%$231.0K$224.8K-$6.2K2026-11-06
RDA Financial Network
NEW690—+690——$209.8K—2026-10-15
Redhawk Wealth Advisors, Inc.
NEW689—+689——$209.5K—2026-10-14
GW Henssler & Associates LTD
DECREASED689691-20%$233.7K$209.5K-$24.2K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED68868800%$233.0K$209.0K-$24.0K2026-10-14
Fogel Capital Management, Inc.
DECREASED687897-210-23%$303.4K$208.9K-$94.5K2026-11-04
Synergy Asset Management, LLC
NEW686—+686——$208.6K—2026-11-05
Pinnacle Financial Group, LLC / IL
DECREASED685712-27-4%$240.8K$208.3K-$32.5K2026-10-29
LifeGoal Investments, LLC
NEW684—+684——$208.0K—2026-10-09
Good Harbor Advisors, Inc.
DECREASED684696-12-2%$235.5K$208.1K-$27.4K2026-10-20
Somerset Trust Co
UNCHANGED68168100%$230.3K$207.1K-$23.3K2026-10-13
KW Wealth Management LLC
NEW678—+678——$206.2K—2026-10-28
Symmetry Partners, LLC
INCREASED678630+48+8%$213.1K$206.1K-$7.0K2026-10-27
Junk Investment Group, LLC
UNCHANGED67667600%$228.8K$205.7K-$23.1K2026-10-19
O'Brien Greene & Co. Inc
UNCHANGED67567500%$228.3K$205.3K-$23.1K2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED67267200%$227.3K$204.4K-$22.9K2026-11-02
First Financial Corp
UNCHANGED67267200%$227.3K$204.4K-$22.9K2026-10-13
Avid Wealth Partners LLC
INCREASED670648+22+3%$219.2K$203.7K-$15.4K2026-11-03
Heritage Family Offices, LLP
INCREASED669654+15+2%$221.2K$203.5K-$17.7K2026-11-02
Phillips Financial Management, LLC
DECREASED668678-10-1%$229.3K$203.1K-$26.2K2026-10-19
Spectrum Planning & Advisory Services Inc.
DECREASED665754-89-12%$254.9K$202.1K-$52.8K2026-11-05
KTF Investments, LLC
UNCHANGED66566500%$224.9K$202.2K-$22.7K2026-10-23
Baldwin Wealth Partners LLC
UNCHANGED66466400%$224.6K$201.9K-$22.7K2026-10-13
PPS&V Asset Management Consultants, Inc.
DECREASED663689-26-4%$232.9K$201.8K-$31.1K2026-10-06
Fairvoy Private Wealth, LLC
DECREASED661675-14-2%$228.3K$201.0K-$27.3K2026-10-19
ForthRight Wealth Management, LLC
NEW660—+660——$200.8K—2026-11-06
Westchester Capital Management, Inc.
UNCHANGED66066000%$223.2K$200.7K-$22.5K2026-10-23
AdvisorNet Financial, Inc
INCREASED655640+15+2%$216.6K$200.9K-$15.7K2026-10-15
Reap Financial Group, LLC
INCREASED649573+76+13%$193.9K$197.4K+$3.4K2026-11-02
Legacy Bridge, LLC
UNCHANGED64064000%$216.5K$194.6K-$21.9K2026-10-28
Bullock Wealth Management Group
DECREASED634659-25-4%$229.3K$191.5K-$37.9K2026-10-09
Western Pacific Wealth Management, LP
UNCHANGED63463400%$214.5K$192.8K-$21.7K2026-10-16
SevenBridge Financial Group, LLC
UNCHANGED63263200%$215.5K$201.2K-$14.3K2026-10-26
Salomon & Ludwin, LLC
DECREASED630658-28-4%$229.0K$191.6K-$37.4K2026-10-29
West Paces Advisors Inc.
DECREASED609611-20%$206.7K$185.2K-$21.5K2026-10-13
Rachor Investment Advisory Services, LLC
INCREASED608606+2+0%$205.1K$184.9K-$20.2K2026-10-29
Monetary Solutions, Ltd
UNCHANGED60060000%$203.0K$182.5K-$20.5K2026-10-22
1620 Investment Advisors, Inc.
UNCHANGED60060000%$203.0K$182.5K-$20.5K2026-11-04
Albion Financial Group
DECREASED589736-147-20%$249.0K$179.1K-$69.8K2026-10-21
CGC Financial Services, LLC
UNCHANGED58258200%$196.9K$177.0K-$19.9K2026-10-13
Summit Securities Group LLC
INCREASED578177+401+227%$59.9K$175.8K+$115.9K2026-11-05
Trifecta Capital Advisors, LLC
DECREASED575576-10%$194.8K$174.9K-$20.0K2026-10-21
Creative Capital Management Investments LLC
INCREASED556538+18+3%$182.0K$169.1K-$12.9K2026-10-28
Ares Financial Consulting, LLC
INCREASED555475+80+17%$160.7K$168.8K+$8.1K2026-10-19
Gables Capital Management Inc.
UNCHANGED55055000%$186.0K$167.3K-$18.8K2026-11-04
Strategic Advocates LLC
INCREASED542465+77+17%$157.3K$164.8K+$7.5K2026-11-03
Cape Investment Advisory, Inc.
DECREASED538552-14-3%$186.6K$163.5K-$23.2K2026-10-13
Markowski Investments
INCREASED536525+11+2%$177.6K$163.1K-$14.5K2026-10-30
Smallwood Wealth Investment Management, LLC
DECREASED535585-50-9%$197.9K$162.7K-$35.2K2026-10-30
Creative Financial Designs Inc
UNCHANGED53153100%$179.5K$161.5K-$18.0K2026-11-04
Mascoma Wealth Management LLC
DECREASED528531-3-1%$179.6K$160.6K-$19.0K2026-10-23
IMG Wealth Management, Inc.
UNCHANGED50750700%$171.5K$154.2K-$17.3K2026-10-27
West Branch Capital LLC
DECREASED500600-100-17%$203.0K$152.1K-$50.9K2026-10-20
Catherine Avery Investment Management LLC
UNCHANGED50050000%$169.1K$152.1K-$17.1K2026-10-14
Private Wealth Management Group, LLC
DECREASED490494-4-1%$167.1K$149.0K-$18.1K2026-10-19
William B. Walkup & Associates, Inc.
UNCHANGED49049000%$165.7K$149.0K-$16.7K2026-11-05
MJT & Associates Financial Advisory Group, Inc.
DECREASED483554-71-13%$187.4K$146.9K-$40.5K2026-10-07
Rossby Financial, LCC
INCREASED477416+61+15%$140.7K$145.1K+$4.4K2026-11-05
First Community Trust NA
UNCHANGED47547500%$160.7K$144.4K-$16.2K2026-10-07
Security National Bank
INCREASED468461+7+2%$155.9K$142.3K-$13.6K2026-10-26
Phillip James Consulting Co.
UNCHANGED46646600%$157.6K$141.7K-$15.9K2026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED44944900%$166.1K$136.5K-$29.6K2026-11-03
Financial Freedom, LLC
NEW440—+440——$133.8K—2026-11-06
Murphy & Mullick Capital Management Corp
UNCHANGED43343300%$146.5K$131.7K-$14.8K2026-11-02
Fairscale Capital, LLC
UNCHANGED41941900%$141.7K$133.7K-$8.0K2026-11-04
Bell Investment Advisors, Inc
DECREASED414449-35-8%$151.9K$125.9K-$26.0K2026-10-29
Bay Harbor Wealth Management, LLC
DECREASED412463-51-11%$156.6K$125.3K-$31.3K2026-11-03
High Note Wealth, LLC
DECREASED411428-17-4%$144.8K$125.0K-$19.8K2026-10-27
State of Wyoming
INCREASED410230+180+78%$77.8K$124.7K+$46.9K2026-10-28
Birchbrook, Inc.
UNCHANGED41041000%$138.7K$124.7K-$14.0K2026-10-14
Richardson Financial Services Inc.
INCREASED406400+6+2%$135.3K$123.5K-$11.8K2026-10-30
Kelleher Financial Advisors
DECREASED405565-160-28%$191.1K$123.2K-$68.0K2026-10-30
Addison Advisors LLC
INCREASED403396+7+2%$133.9K$122.6K-$11.4K2026-11-06
Fortitude Family Office, LLC
INCREASED401254+147+58%$85.9K$121.9K+$36.0K2026-10-14
Gleason Group, Inc.
INCREASED389388+1+0%$131.3K$118.4K-$13.0K2026-10-15
Trellis Wealth Advisors LLC
NEW375—+375——$114.0K—2026-10-19
Atlantic Edge Private Wealth Management, LLC
UNCHANGED37437400%$126.5K$113.8K-$12.7K2026-10-20
Towne Trust Company, N.a
UNCHANGED37237200%$125.8K$113.1K-$12.7K2026-10-28
Pacific Center for Financial Services
UNCHANGED36536500%$123.5K$111.0K-$12.5K2026-10-15
Burk Holdings LLC
INCREASED358333+25+8%$112.6K$108.9K-$3.8K2026-11-05
Pioneer Family Office, LLC
UNCHANGED35035000%$118.4K$106.4K-$12.0K2026-10-30
Southern Michigan Bank & Trust
INCREASED342341+1+0%$115.3K$104.0K-$11.3K2026-10-19
Avion Wealth
DECREASED320605-285-47%$204.0K$97.0K-$107.0K2026-11-04
Activest Wealth Management
DECREASED315423-108-26%$143.0K$95.6K-$47.3K2026-10-15
Financial Perspectives, Inc
INCREASED310232+78+34%$78.5K$94.4K+$15.9K2026-11-03
Essential Investment Partners LLC
INCREASED306300+6+2%$101.5K$93.1K-$8.4K2026-10-27
AXS Investments LLC
DECREASED303392-89-23%$132.6K$92.1K-$40.5K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED30130100%$101.8K$91.5K-$10.3K2026-10-23
Next Level Wealth Planning, LLC
NEW297—+297——$90.3K—2026-10-29
Rational Advisors, Inc.
INCREASED288248+40+16%$83.9K$87.6K+$3.7K2026-11-02
William Mack & Associates, Inc.
NEW282—+282——$85.7K—2026-10-27
Buck Wealth Strategies, LLC
DECREASED279290-11-4%$98.2K$85.0K-$13.2K2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED26226200%$88.6K$79.7K-$8.9K2026-11-02
Jnba Financial Advisors
INCREASED253246+7+3%$83.2K$76.9K-$6.3K2026-11-03
Roxbury Financial LLC
INCREASED252251+1+0%$85.0K$76.7K-$8.4K2026-10-01
Carolina Wealth Advisors, LLC
INCREASED24444+200+455%$14.9K$74.2K+$59.3K2026-10-23
American Capital Advisory, LLC
DECREASED229241-12-5%$81.4K$69.5K-$11.9K2026-10-28
Hughes Financial Services, LLC
INCREASED226178+48+27%$60.1K$73.2K+$13.2K2026-10-30
Abound Wealth Management
DECREASED223226-3-1%$76.3K$67.7K-$8.6K2026-10-26
Fairman Group, LLC
UNCHANGED22022000%$74.4K$66.9K-$7.5K2026-10-26
Three Bridge Wealth Advisors, LLC
NEW217—+217——$66.0K—2026-11-05
WPG Advisers, LLC
INCREASED216215+1+0%$72.7K$65.7K-$7.0K2026-10-27
Putney Financial Group LLC
NEW215—+215——$65.4K—2026-10-30
First Pacific Financial
INCREASED210209+1+0%$70.7K$63.8K-$7.0K2026-10-14
Compagnie Lombard Odier SCmA
UNCHANGED21021000%$71.0K$63.9K-$7.2K2026-11-04
Covestor Ltd
DECREASED204249-45-18%$84.0K$62.0K-$22.0K2026-10-30
Signature Equity Partners, LLC
DECREASED203634-431-68%$214.4K$61.9K-$152.5K2026-10-29
SRH Advisors, LLC
UNCHANGED20020000%$67.7K$60.8K-$6.8K2026-10-22
Financial Network Wealth Advisors LLC
INCREASED192175+17+10%$59.1K$58.3K-$7272026-10-28
Noble Wealth Management PBC
DECREASED191197-6-3%$66.5K$58.0K-$8.5K2026-10-01
Latitude Advisors, LLC
NEW187—+187——$56.9K—2026-10-27
Nova Financial LLC
NEW183—+183——$55.7K—2026-11-04
Financial Management Professionals, Inc.
UNCHANGED18118100%$61.2K$55.0K-$6.2K2026-10-23
Joseph Group Capital Management
INCREASED176163+13+8%$55.1K$53.5K-$1.6K2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED17517500%$59.2K$53.2K-$6.0K2026-10-27
GoalVest Advisory LLC
UNCHANGED16316300%$55.1K$49.6K-$5.6K2026-10-02
Investment Research & Advisory Group, Inc.
UNCHANGED16016000%$56.2K$56.0K-$1962026-10-19
Tradewinds Capital Management, LLC
UNCHANGED15815800%$53.4K$48.0K-$5.4K2026-10-23
IFS Advisors, LLC
INCREASED15320+133+665%$6.8K$46.5K+$39.8K2026-10-14
Chung Wu Investment Group, LLC
DECREASED151201-50-25%$68.0K$45.9K-$22.1K2026-11-03
SBK Financial, Inc.
UNCHANGED15015000%$50.7K$45.6K-$5.1K2026-11-02
Downshift Financial, LLC
UNCHANGED14914900%$50.4K$45.3K-$5.1K2026-10-13
High Point Wealth Management, LLC
UNCHANGED14514500%$48.9K$44.0K-$4.9K2026-11-05
Lloyd Advisory Services, Llc.
UNCHANGED14314300%$48.4K$43.5K-$4.9K2026-11-02
Maseco LLP
INCREASED142141+1+1%$47.7K$43.2K-$4.5K2026-10-27
Birchwood Financial Partners, Inc.
INCREASED141133+8+6%$45.1K$43.0K-$2.1K2026-11-02
Aventus Investment Advisors, Inc.
UNCHANGED13413400%$45.3K$40.7K-$4.6K2026-10-09
Horizon Financial Services, LLC
DECREASED133164-31-19%$55.5K$40.4K-$15.0K2026-11-04
Canton Hathaway, LLC
UNCHANGED13013000%$44.0K$39.5K-$4.4K2026-10-23
Main Street Group, LTD
UNCHANGED13013000%$44.1K$39.7K-$4.5K2026-10-28
Marquette Asset Management, LLC
UNCHANGED12712700%$43.0K$38.6K-$4.3K2026-10-09
Vaquero Private Wealth, LTD
DECREASED126141-15-11%$47.7K$38.3K-$9.4K2026-10-27
Nexus Investment Management ULC
UNCHANGED12512500%$42.3K$38.0K-$4.3K2026-10-27
Paladin Partners, LLC
UNCHANGED12512500%$42.3K$38.0K-$4.3K2026-10-06
Sarver Vrooman Wealth Advisors
UNCHANGED12212200%$42.5K$37.1K-$5.4K2026-10-01
SJS Investment Consulting Inc.
UNCHANGED12212200%$41.4K$37.2K-$4.2K2026-10-26
GK Wealth Management LLC
NEW120—+120——$36.7K—2026-10-09
Quaker Wealth Management, LLC
UNCHANGED12012000%$40.6K$36.5K-$4.1K2026-10-22
Entrust Financial LLC
UNCHANGED11111100%$37.5K$33.8K-$3.8K2026-11-04
Kentucky Trust Co
DECREASED105605-500-83%$204.6K$31.9K-$172.7K2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED10510500%$35.5K$31.9K-$3.6K2026-10-28
Granite FO LLC
UNCHANGED10410400%$35.2K$31.6K-$3.6K2026-10-14
Bare Financial Services, Inc
INCREASED10187+14+16%$29.4K$30.7K+$1.3K2026-11-04
John Boyer, Inc.
NEW94—+94——$24.8K—2026-10-27
Wilkerson Advisory Group LLC
DECREASED9496-2-2%$32.5K$28.6K-$3.9K2026-10-20
10Elms LLP
INCREASED9153+38+72%$17.9K$27.7K+$9.7K2026-11-06
Yankcom Partnership
UNCHANGED888800%$29.8K$26.8K-$3.0K2026-10-15
Balance Wealth Partners LLC
NEW87—+87——$26.5K—2026-10-27
Cedar Mountain Advisors, LLC
DECREASED8795-8-8%$32.1K$26.5K-$5.6K2026-10-15
Access Investment Management LLC
UNCHANGED828200%$27.7K$24.9K-$2.8K2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED828200%$27.7K$24.9K-$2.8K2026-10-23
True Wealth Design, LLC
DECREASED81100-19-19%$34.0K$24.6K-$9.3K2026-10-13
Hoese & Co LLP
UNCHANGED808000%$27.1K$24.3K-$2.7K2026-10-21
Valley Wealth Managers, Inc.
UNCHANGED767600%$25.7K$23.1K-$2.6K2026-10-09
Essential Partners LLC
INCREASED7554+21+39%$18.3K$22.8K+$4.5K2026-10-14
Archer Investment Corp
UNCHANGED737300%$24.6K$22.1K-$2.4K2026-11-05
Winch Advisory Services, LLC
INCREASED7271+1+1%$24.2K$21.8K-$2.4K2026-11-06
Aspect Partners, LLC
INCREASED7164+7+11%$21.6K$21.6K-$572026-10-20
Align Financial, LLC
INCREASED7060+10+17%$20.3K$21.3K+$9922026-10-16
Pacifica Partners Inc.
UNCHANGED686800%$23.9K$20.5K-$3.4K2026-10-09
Fairway Wealth LLC
NEW66—+66——$20.1K—2026-10-30
First United Bank & Trust
UNCHANGED656500%$22.0K$19.8K-$2.2K2026-10-22
Davis Capital Management
INCREASED6329+34+117%$9.8K$19.2K+$9.3K2026-10-08
Mcdonald Partners LLC
UNCHANGED626200%$21.0K$18.9K-$2.1K2026-11-03
KFG LLC
NEW60—+60——$18.2K—2026-11-02
Tounjian Advisory Partners, LLC
INCREASED5344+9+20%$15.0K$16.2K+$1.2K2026-11-04
Advantage Trust Co
UNCHANGED515100%$17.3K$15.5K-$1.7K2026-10-19
Madden Securities Corp
NEW50—+50——$15.2K—2026-10-27
Kingdom Financial Group Llc.
DECREASED50108-58-54%$36.7K$15.4K-$21.3K2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED484800%$16.2K$14.6K-$1.6K2026-10-16
Valued Wealth Advisors LLC
DECREASED4763-16-25%$21.4K$14.4K-$7.0K2026-11-05
McCarley & Cook Financial Planners
UNCHANGED464600%$15.6K$14.0K-$1.6K2026-10-21
Meriwether Wealth & Planning, LLC
NEW45—+45——$13.7K—2026-10-13
Key Capital Management, Inc
INCREASED4534+11+32%$11.5K$13.7K+$2.2K2026-11-03
Horrell Capital Management, Inc.
UNCHANGED444400%$14.9K$13.4K-$1.5K2026-10-08
Redwood Park Advisors LLC
INCREASED4016+24+150%$5.5K$12.2K+$6.8K2026-11-02
Elevation Wealth Partners, LLC
DECREASED3852-14-27%$17.6K$11.6K-$6.0K2026-10-07
Torren Management, LLC
UNCHANGED383800%$12.9K$11.6K-$1.3K2026-10-29
Concord Wealth Partners
UNCHANGED383800%$12.9K$11.6K-$1.3K2026-11-02
UMB Private Wealth Management, LLC
NEW35—+35——$10.6K—2026-10-19
Transce3nd, LLC
NEW33—+33——$10.7K—2026-10-26
Kings Path Partners LLC
UNCHANGED333300%$11.2K$10.0K-$1.1K2026-10-21
Gold Investment Management Ltd.
UNCHANGED333300%$11.2K$10.0K-$1.1K2026-10-19
Planning Strategies Inc.
INCREASED3231+1+3%$10.5K$9.7K-$7552026-10-02
Fiduciary Advisors, Inc.
NEW30—+30——$9.1K—2026-10-16
Retirement Wealth Solutions LLC
INCREASED3027+3+11%$9.1K$9.1K-$102026-10-07
Tsfg, LLC
INCREASED2928+1+4%$10$9-$12026-10-23
Kennebec Savings Bank
UNCHANGED292900%$9.8K$8.8K-$9902026-10-22
Clark Wealth Partners
INCREASED2826+2+8%$8.8K$8.5K-$2802026-10-19
Halbert Hargrove Global Advisors, LLC
UNCHANGED282800%$9.6K$8.5K-$1.1K2026-10-16
Intelligent Financial Strategies
UNCHANGED252500%$8.5K$7.6K-$8532026-10-16
Atwood & Palmer Inc
UNCHANGED232300%$7.8K$7.0K-$7852026-10-08
Luken Investment Analytics, LLC
UNCHANGED222200%$7.4K$6.7K-$7522026-11-06
Harbor Asset Planning, Inc.
UNCHANGED222200%$7.4K$6.7K-$7522026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED212100%$7.1K$6.4K-$7172026-10-16
WestEnd Advisors, LLC
UNCHANGED191900%$6.4K$5.8K-$6492026-10-27
Caitong International Asset Management Co., Ltd
NEW17—+17——$5.2K—2026-10-29
POM Investment Strategies, LLC
UNCHANGED151500%$5.1K$4.6K-$5092026-10-20
Ashurst Perkins Coie Trust Co
NEW14—+14——$4.3K—2026-10-15
Berbice Capital Management LLC
UNCHANGED141400%$4.7K$4.3K-$4792026-10-13
J.Safra Asset Management Corp
UNCHANGED141400%$4.7K$4.3K-$4792026-11-03
Bear Mountain Capital, Inc.
INCREASED1312+1+8%$4.3K$4.0K-$3242026-11-04
Sunrise Financial Services, LLC
UNCHANGED111100%$3.7K$3.3K-$3762026-10-21
PayPay Securities Corp
DECREASED1011-1-9%$3.7K$3.0K-$6802026-10-27
Your Advocates Ltd., LLP
UNCHANGED101000%$3.5K$3.1K-$3422026-11-03
Gilpin Wealth Management, LLC
UNCHANGED9900%$3.0K$2.7K-$3082026-10-09
Acumen Wealth Advisors, LLC
NEW8—+8——$2.4K—2026-11-05
Breakwater Investment Management
DECREASED78-1-12%$2.7K$2.1K-$5772026-10-20
Barnes Dennig Private Wealth Management LLC
UNCHANGED7700%$2.4K$2.1K-$2392026-10-30
Navigoe, LLC
DECREASED67-1-14%$2$1-$12026-11-04
Evolution Wealth Management Inc.
DECREASED5103-98-95%$34.8K$1.5K-$33.3K2026-10-28
Morton Brown Family Wealth, LLC
UNCHANGED5500%$1.7K$1.5K-$1702026-10-23
Nvest Wealth Strategies, Inc.
INCREASED42+2+100%$677$1.2K+$5412026-10-14
Mosley Wealth Management
UNCHANGED4400%$1.4K$1.3K-$982026-10-16
Contravisory Investment Management, Inc.
DECREASED3300-297-99%$101.5K$912-$100.6K2026-10-13
Decker Retirement Planning Inc.
UNCHANGED2200%$572$514-$582026-10-19
NorthAvenue LLC
UNCHANGED2200%$677$609-$682026-10-29
Maryland Capital Advisors Inc.
UNCHANGED2200%$677$609-$682026-10-15
3 Factor Indexing, LLC
UNCHANGED2200%$677$609-$682026-10-15
StrongBox Wealth, LLC
NEW1—+1——$304—2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED11,344-1,343-100%$454.6K$304-$454.3K2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED1100%$343$309-$342026-10-27
Alphinity Investment Management Pty Ltd
CLOSED0507,205-507,205-100%$171.6M$0-$171.6M2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
CLOSED055,364-55,364-100%$18.7M$0-$18.7M2026-10-30
Wellington Shields Capital Management, LLC
CLOSED047,791-47,791-100%$16.2M$0-$16.2M2026-11-03
Diversified Trust Co
CLOSED040,946-40,946-100%$13.8M$0-$13.8M2026-11-06
Genoa Capital Gestora de Recursos Ltda.
CLOSED039,358-39,358-100%$13.3M$0-$13.3M2026-10-20
St. Louis Financial Planners Asset Management, LLC
CLOSED010,201-10,201-100%$3.6M$0-$3.6M2026-10-16
Arjuna Capital
CLOSED07,168-7,168-100%$2.4M$0-$2.4M2026-11-03
CenterStar Asset Management, LLC
CLOSED06,789-6,789-100%$2.3M$0-$2.3M2026-10-09
Hennessy Advisors Inc
CLOSED06,584-6,584-100%$2.2M$0-$2.2M2026-10-28
Wellington Shields & Co., LLC
CLOSED04,615-4,615-100%$1.6M$0-$1.6M2026-11-03
Arbor Capital Management Inc
CLOSED04,558-4,558-100%$1.5M$0-$1.5M2026-10-21
Victrix Investment Advisors
CLOSED04,147-4,147-100%$1.4M$0-$1.4M2026-10-13
U S Global Investors Inc
CLOSED03,930-3,930-100%$1.3M$0-$1.3M2026-10-22
Zega Investments, LLC
CLOSED02,970-2,970-100%$1.0M$0-$1.0M2026-11-04
Greystone Financial Group, LLC
CLOSED02,793-2,793-100%$944.6K$0-$944.6K2026-10-26
Silverberg Bernstein Capital Management LLC
CLOSED02,645-2,645-100%$894.7K$0-$894.7K2026-10-13
Saxon Interests, Inc.
CLOSED02,158-2,158-100%$729.9K$0-$729.9K2026-10-26
PW Nova Financial Services LLC
CLOSED02,121-2,121-100%$717.4K$0-$717.4K2026-10-15
Verity Asset Management, Inc.
CLOSED01,726-1,726-100%$583.8K$0-$583.8K2026-10-30
Navigation Group, LLC
CLOSED01,675-1,675-100%$566.7K$0-$566.7K2026-10-28
Petros Family Wealth, LLC
CLOSED01,621-1,621-100%$548.3K$0-$548.3K2026-10-28
Midwest Financial Partners Investments, Inc.
CLOSED01,307-1,307-100%$442.1K$0-$442.1K2026-10-08
Intrua Financial, LLC
CLOSED01,082-1,082-100%$366.0K$0-$366.0K2026-10-28
Factorial Partners, LLC
CLOSED01,000-1,000-100%$341.0K$0-$341.0K2026-10-05
Allied Investment Advisors, LLC
CLOSED0989-989-100%$334.5K$0-$334.5K2026-10-13
Sheets Smith Wealth Management
CLOSED0924-924-100%$312.4K$0-$312.4K2026-10-16
Dutch Asset Corp
CLOSED0901-901-100%$305.0K$0-$305.0K2026-10-20
Jessup Wealth Management, Inc
CLOSED0868-868-100%$293.6K$0-$293.6K2026-10-20
First Heartland Consultants, Inc.
CLOSED0832-832-100%$281.4K$0-$281.4K2026-10-08
PCG Asset Management, LLC
CLOSED0822-822-100%$278.0K$0-$278.0K2026-11-05
Simplify Asset Management Inc.
CLOSED0808-808-100%$273.3K$0-$273.3K2026-10-27
Verum Partners LLC
CLOSED0780-780-100%$264.0K$0-$264.0K2026-10-21
Convergence Financial, LLC
CLOSED0766-766-100%$259.1K$0-$259.1K2026-10-27
Antonelli Financial Advisors, LLC
CLOSED0745-745-100%$252.0K$0-$252.0K2026-10-13
Sather Financial Group Inc
CLOSED0735-735-100%$248.7K$0-$248.7K2026-10-30
Single Point Partners, LLC
CLOSED0729-729-100%$246.5K$0-$246.5K2026-10-19
Well Done, LLC
CLOSED0713-713-100%$241.2K$0-$241.2K2026-10-20
Axiom Investment Management LLC
CLOSED0710-710-100%$240.2K$0-$240.2K2026-11-03
Hofer & Associates. Inc
CLOSED0707-707-100%$239.3K$0-$239.3K2026-10-13
Central Valley Advisors, LLC
CLOSED0699-699-100%$236.4K$0-$236.4K2026-10-27
Stiles Financial Services Inc
CLOSED0696-696-100%$235.4K$0-$235.4K2026-10-30
BCS Wealth Management
CLOSED0685-685-100%$231.8K$0-$231.8K2026-11-03
Quantum Financial Partners LLC
CLOSED0685-685-100%$232.0K$0-$232.0K2026-10-19
Warwick Investment Management, Inc.
CLOSED0662-662-100%$223.9K$0-$223.9K2026-10-19
Riversedge Advisors, LLC
CLOSED0658-658-100%$222.5K$0-$222.5K2026-10-09
B.O.S.S. Retirement Advisors, LLC
CLOSED0657-657-100%$222.3K$0-$222.3K2026-10-26
Hall Laurie J Trustee
CLOSED0656-656-100%$221.9K$0-$221.9K2026-10-06
David J Yvars Group
CLOSED0655-655-100%$221.6K$0-$221.6K2026-10-09
Johnson Financial Group, LLC
CLOSED0655-655-100%$221.6K$0-$221.6K2026-11-03
Holcombe Financial, Inc.
CLOSED0655-655-100%$221.5K$0-$221.5K2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED0654-654-100%$221.2K$0-$221.2K2026-10-27
Tactive Advisors, LLC
CLOSED0653-653-100%$220.9K$0-$220.9K2026-10-08
Stegner Investment Associates Inc.
CLOSED0650-650-100%$219.9K$0-$219.9K2026-10-15
Kingsman Wealth Management, Inc.
CLOSED0649-649-100%$219.6K$0-$219.6K2026-10-13
Cogent Private Wealth, Inc.
CLOSED0649-649-100%$219.5K$0-$219.5K2026-11-06
Oarsman Capital, Inc.
CLOSED0648-648-100%$219.2K$0-$219.2K2026-11-05
PMG Family Office LLC
CLOSED0648-648-100%$219.2K$0-$219.2K2026-10-19
Falcon Wealth Planning
CLOSED0646-646-100%$218.4K$0-$218.4K2026-11-06
RVW Wealth, LLC
CLOSED0645-645-100%$218.2K$0-$218.2K2026-10-06
Affinity Capital Advisors, LLC
CLOSED0644-644-100%$229.3K$0-$229.3K2026-10-13
Carrera Capital Advisors
CLOSED0638-638-100%$215.7K$0-$215.7K2026-11-03
Hibernia Wealth Partners, LLC
CLOSED0636-636-100%$215.3K$0-$215.3K2026-10-29
Vision Capital Management, Inc.
CLOSED0629-629-100%$212.8K$0-$212.8K2026-10-20
Colonial River Investments, LLC
CLOSED0626-626-100%$211.7K$0-$211.7K2026-10-19
Dumont & Blake Investment Advisors LLC
CLOSED0625-625-100%$211.4K$0-$211.4K2026-10-28
Argyle Capital Partners, LLC
CLOSED0625-625-100%$211.6K$0-$211.6K2026-10-23
RKL Wealth Management LLC
CLOSED0624-624-100%$211.2K$0-$211.2K2026-10-16
Professional Financial Advisors, LLC
CLOSED0620-620-100%$209.7K$0-$209.7K2026-10-13
Burney Co/
CLOSED0619-619-100%$209.4K$0-$209.4K2026-10-15
Advisory Resource Group
CLOSED0617-617-100%$208.7K$0-$208.7K2026-10-26
Biltmore Family Office, LLC
CLOSED0613-613-100%$207.3K$0-$207.3K2026-11-03
Kohmann Bosshard Financial Services, LLC
CLOSED0609-609-100%$206.0K$0-$206.0K2026-11-04
Southland Equity Partners LLC
CLOSED0609-609-100%$205.9K$0-$205.9K2026-10-14
Carson Advisory Inc.
CLOSED0608-608-100%$205.7K$0-$205.7K2026-11-06
Clearwave Capital, LLC
CLOSED0608-608-100%$205.5K$0-$205.5K2026-10-27
Sensenig Capital Advisors, Inc
CLOSED0607-607-100%$205.3K$0-$205.3K2026-10-23
Vann Equity Management LLC
CLOSED0607-607-100%$205.5K$0-$205.5K2026-10-08
Lionshead Wealth Management, LLC
CLOSED0606-606-100%$205.0K$0-$205.0K2026-10-21
NewSquare Capital LLC
CLOSED0605-605-100%$204.7K$0-$204.7K2026-11-06
Howard Bailey Securities, LLC
CLOSED0604-604-100%$204.4K$0-$204.4K2026-10-27
Carmel Capital Partners, LLC
CLOSED0604-604-100%$204.3K$0-$204.3K2026-11-03
Capital Planning LLC
CLOSED0600-600-100%$203.0K$0-$203.0K2026-10-09
Aull & Monroe Investment Management Corp
CLOSED0600-600-100%$203.0K$0-$203.0K2026-10-16
Romano Brothers and Company
CLOSED0600-600-100%$203.0K$0-$203.0K2026-10-22
Violich Capital Management, Inc.
CLOSED0600-600-100%$203.0K$0-$203.0K2026-10-05
Staley Capital Advisers Inc
CLOSED0600-600-100%$203.0K$0-$203.0K2026-11-06
McKinley Carter Wealth Services, Inc.
CLOSED0600-600-100%$203.0K$0-$203.0K2026-10-16
Thrive Capital Management, LLC
CLOSED0599-599-100%$202.5K$0-$202.5K2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED0599-599-100%$202.7K$0-$202.7K2026-10-15
Bernardo Wealth Planning LLC
CLOSED0597-597-100%$201.9K$0-$201.9K2026-10-23
Norris Perne & French LLP
CLOSED0597-597-100%$201.9K$0-$201.9K2026-10-23
IVC Wealth Advisors LLC
CLOSED0596-596-100%$201.6K$0-$201.6K2026-10-23
Cadinha & Co LLC
CLOSED0596-596-100%$201.6K$0-$201.6K2026-10-22
Uptick Partners, LLC
CLOSED0593-593-100%$200.6K$0-$200.6K2026-11-04
Benchmark Financial Wealth Advisors, LLC
CLOSED0593-593-100%$200.5K$0-$200.5K2026-10-20
Munich Reinsurance Co Stock Corp in Munich
CLOSED0475-475-100%$160.7K$0-$160.7K2026-10-30
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$158.3K$0-$158.3K2026-11-02
Jcic Asset Management Inc.
CLOSED0410-410-100%$124.0K$0-$124.0K2026-10-30
Commonwealth Retirement Investments LLC
CLOSED0345-345-100%$116.8K$0-$116.8K2026-10-26
Atlatl Advisers LLC
CLOSED0276-276-100%$93.4K$0-$93.4K2026-10-22
Founders Capital Management
CLOSED0250-250-100%$84.6K$0-$84.6K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED0225-225-100%$76.0K$0-$76.0K2026-10-26
LifeSteps Financial, Inc.
CLOSED0218-218-100%$73.7K$0-$73.7K2026-10-15
Robinswood Financial LLC
CLOSED0183-183-100%$62.0K$0-$62.0K2026-10-20
Bayforest Capital Ltd
CLOSED0140-140-100%$47.4K$0-$47.4K2026-11-03
Spectrum Wealth Advisory Group, LLC
CLOSED0123-123-100%$41.6K$0-$41.6K2026-10-29
Solstein Capital, LLC
CLOSED0121-121-100%$40.9K$0-$40.9K2026-11-02
Obsidian CIO, LLC
CLOSED096-96-100%$32.5K$0-$32.5K2026-11-05
Gill Capital Partners, LLC
CLOSED075-75-100%$25.4K$0-$25.4K2026-10-13
Sfam, LLC
CLOSED070-70-100%$23.7K$0-$23.7K2026-11-03
Stone House Investment Management, LLC
CLOSED044-44-100%$15.0K$0-$15.0K2026-10-23
Whipplewood Advisors, LLC
CLOSED014-14-100%$4.7K$0-$4.7K2026-10-20
RMG Wealth Management LLC
CLOSED010-10-100%$3.4K$0-$3.4K2026-10-26
Strengthening Families & Communities, LLC
CLOSED010-10-100%$3.4K$0-$3.4K2026-10-21
Hara Capital LLC
CLOSED05-5-100%$1.7K$0-$1.7K2026-10-30
CKW Financial Group
CLOSED02-2-100%$1$0-$12026-10-29
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Berkshire Hathaway Inc
N/A—151,610,700-151,610,700-100%$51.3B———
BlackRock, Inc.
N/A—42,006,392-42,006,392-100%$14.2B———
Vanguard Capital Management LLC
N/A—35,215,521-35,215,521-100%$11.9B———
State Street Corp
N/A—29,095,803-29,095,803-100%$9.8B———
JPMorgan Chase & Co
N/A—20,459,941-20,459,941-100%$7.0B———
Morgan Stanley
N/A—13,121,109-13,121,109-100%$4.4B———
Vanguard Portfolio Management LLC
N/A—8,739,519-8,739,519-100%$3.0B———
Norges Bank
N/A—7,985,867-7,985,867-100%$2.7B———
Bank of America Corp
N/A—7,969,555-7,969,555-100%$2.7B———
Price T Rowe Associates Inc
N/A—7,005,840-7,005,840-100%$2.4B———
Northern Trust Corp
N/A—6,198,664-6,198,664-100%$2.1B———
FMR LLC
N/A—6,007,554-6,007,554-100%$2.0B———
Wells Fargo & Company
N/A—5,963,599-5,963,599-100%$2.0B———
Nuveen, LLC
N/A—5,189,802-5,189,802-100%$1.8B———
Goldman Sachs Group Inc
N/A—5,120,864-5,120,864-100%$1.7B———
UBS Asset Management Americas LLC
N/A—5,053,409-5,053,409-100%$1.7B———
Artisan Partners Limited Partnership
N/A—4,521,044-4,521,044-100%$1.5B———
Massachusetts Financial Services Co
N/A—4,467,904-4,467,904-100%$1.5B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—4,373,205-4,373,205-100%$1.5B———
UBS Group AG
N/A—4,082,851-4,082,851-100%$1.4B———
Charles Schwab Investment Management Inc
N/A—3,888,106-3,888,106-100%$1.3B———
Legal & General Group Plc
N/A—3,364,536-3,364,536-100%$1.1B———
Wellington Management Group LLP
N/A—3,219,942-3,219,942-100%$1.1B———
Vanguard Fiduciary Trust Co
N/A—3,019,440-3,019,440-100%$1.0B———
Invesco Ltd.
N/A—2,847,449-2,847,449-100%$963.1M———
Nordea Investment Management AB
N/A—2,610,019-2,610,019-100%$890.0M———
Capital Wealth Planning, LLC
N/A—2,407,310-2,407,310-100%$814.3M———
Ameriprise Financial Inc
N/A—2,394,292-2,394,292-100%$810.0M———
Jupiter Topco LLC
N/A—2,382,750-2,382,750-100%$806.0M———
Boston Partners
N/A—2,312,355-2,312,355-100%$784.6M———
Capital World Investors
N/A—2,094,222-2,094,222-100%$708.4M———
Royal Bank of Canada
N/A—1,850,570-1,850,570-100%$626.0M———
Schroder Investment Management Group
N/A—1,778,857-1,778,857-100%$601.7M———
First Eagle Investment Management, LLC
N/A—1,680,147-1,680,147-100%$568.3M———
D. E. Shaw & Co., Inc.
N/A—1,580,103-1,580,103-100%$534.5M———
HSBC Holdings PLC
N/A—1,568,240-1,568,240-100%$530.4M———
Swiss National Bank
N/A—1,499,019-1,499,019-100%$507.0M———
First Trust Advisors LP
N/A—1,438,146-1,438,146-100%$486.5M———
Marshall Wace, LLP
N/A—1,429,163-1,429,163-100%$483.4M———
BNP Paribas Asset Management Holding S.A.
N/A—1,355,156-1,355,156-100%$458.4M———
BNP Paribas Financial Markets
N/A—1,279,532-1,279,532-100%$432.8M———
American Century Companies Inc
N/A—1,249,803-1,249,803-100%$422.7M———
TD Asset Management Inc
N/A—1,214,293-1,214,293-100%$410.7M———
National Pension Service
N/A—1,191,145-1,191,145-100%$402.9M———
Vanguard Global Advisers, LLC
N/A—1,147,920-1,147,920-100%$388.3M———
Raymond James Financial Inc
N/A—1,084,956-1,084,956-100%$367.0M———
Bank of Montreal
N/A—1,051,681-1,051,681-100%$355.7M———
Vanguard Asset Management, Ltd
N/A—1,046,403-1,046,403-100%$353.9M———
Canada Pension Plan Investment Board
N/A—1,015,427-1,015,427-100%$343.5M———
California Public Employees Retirement System
N/A—980,462-980,462-100%$331.6M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—979,195-979,195-100%$331.2M———
Rhumbline Advisers
N/A—969,657-969,657-100%$328.0M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—968,071-968,071-100%$327.5M———
SG Americas Securities, LLC
N/A—962,989-962,989-100%$325.7M———
Longview Partners (Guernsey) LTD
N/A—849,396-849,396-100%$287.3M———
California State Teachers Retirement System
N/A—796,430-796,430-100%$269.4M———
Stifel Financial Corp
N/A—796,096-796,096-100%$269.3M———
Franklin Resources Inc
N/A—782,716-782,716-100%$264.8M———
Public Employees Retirement Association of Colorado
N/A—762,755-762,755-100%$258.0M———
Capital Research Global Investors
N/A—741,644-741,644-100%$250.9M———
Envestnet Asset Management Inc
N/A—732,160-732,160-100%$247.7M———
Blair William & Co
N/A—680,321-680,321-100%$230.1M———
Korea Investment Corp
N/A—647,397-647,397-100%$219.0M———
S&G Foundation
N/A—641,100-641,100-100%$216.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—614,935-614,935-100%$206.7M———
Natixis Advisors, LLC
N/A—599,813-599,813-100%$202.9M———
CIBC Bancorp USA Inc.
N/A—577,898-577,898-100%$195.4M———
Tidal Investments LLC
N/A—576,580-576,580-100%$195.0M———
New York State Common Retirement Fund
N/A—567,827-567,827-100%$192.1M———
Timucuan Asset Management Inc
N/A—566,262-566,262-100%$191.5M———
Alliancebernstein L.P.
N/A—545,020-545,020-100%$164.9M———
Ensign Peak Advisors, Inc
N/A—520,142-520,142-100%$175.9M———
Aviva PLC
N/A—489,351-489,351-100%$165.5M———
Jones Financial Companies Lllp
N/A—484,003-484,003-100%$164.7M———
State Board of Administration of Florida Retirement System
N/A—457,519-457,519-100%$154.8M———
HighTower Advisors, LLC
N/A—456,856-456,856-100%$154.5M———
First Manhattan Co. Llc.
N/A—453,549-453,549-100%$153.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—452,876-452,876-100%$153.2M———
APG Asset Management N.V.
N/A—436,219-436,219-100%$129.1M———
Gabelli Funds LLC
N/A—431,392-431,392-100%$145.9M———
Manufacturers Life Insurance Company, the
N/A—430,789-430,789-100%$145.7M———
AQR Capital Management LLC
N/A—427,672-427,672-100%$144.7M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—416,077-416,077-100%$140.7M———
Victory Capital Management Inc
N/A—413,649-413,649-100%$139.9M———
River Road Asset Management, LLC
N/A—404,116-404,116-100%$136.7M———
Beck Mack & Oliver LLC
N/A—403,799-403,799-100%$136.6M———
Jane Street Group, LLC
N/A—400,609-400,609-100%$135.5M———
Gamco Investors, Inc. ET AL
N/A—388,962-388,962-100%$131.6M———
Clark Capital Management Group, Inc.
N/A—388,526-388,526-100%$131.4M———
Danske Bank A/S
N/A—381,712-381,712-100%$129.1M———
Comgest Global Investors S.A.S.
N/A—380,885-380,885-100%$128.8M———
Nomura Asset Management International Inc.
N/A—371,429-371,429-100%$125.6M———
Storebrand Asset Management AS
N/A—371,425-371,425-100%$125.6M———
Quantinno Capital Management LP
N/A—364,909-364,909-100%$123.4M———
National Bank of Canada
N/A—362,160-362,160-100%$122.4M———
Adage Capital Partners GP, L.L.C.
N/A—358,688-358,688-100%$121.3M———
Credit Agricole S A
N/A—354,474-354,474-100%$119.9M———
Neuberger Berman Group LLC
N/A—349,260-349,260-100%$118.1M———
Nomura Asset Management Co LTD
N/A—348,221-348,221-100%$117.8M———
Rockefeller Capital Management L.P.
N/A—344,664-344,664-100%$116.6M———
Treasurer of the State of North Carolina
N/A—339,839-339,839-100%$115.0M———
Heard Capital LLC
N/A—339,427-339,427-100%$114.8M———
Man Group plc
N/A—337,842-337,842-100%$114.3M———
Bowen Hanes & Co Inc
N/A—319,754-319,754-100%$96.7M———
Citadel Advisors LLC
N/A—312,334-312,334-100%$105.6M———
Osaic Holdings, Inc.
N/A—309,203-309,203-100%$104.7M———
Junto Capital Management LP
N/A—307,858-307,858-100%$104.1M———
Crawford Investment Counsel Inc
N/A—305,329-305,329-100%$103.3M———
Chilton Investment Co Inc.
N/A—302,256-302,256-100%$102.2M———
Clearbridge Investments, LLC
N/A—300,573-300,573-100%$101.7M———
Caisse de Depot ET Placement DU Quebec
N/A—296,656-296,656-100%$100.3M———
Epoch Investment Partners, Inc.
N/A—293,381-293,381-100%$99.2M———
Toronto Dominion Bank
N/A—285,091-285,091-100%$96.4M———
State of Wisconsin Investment Board
N/A—283,762-283,762-100%$96.0M———
Brown Advisory Inc
N/A—276,321-276,321-100%$93.5M———
Dodge & COX
N/A—271,279-271,279-100%$91.8M———
Vanguard Investments Australia, Ltd.
N/A—270,905-270,905-100%$91.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—270,612-270,612-100%$91.5M———
Chevy Chase Trust Holdings, LLC
N/A—266,523-266,523-100%$90.2M———
SEI Investments Co
N/A—261,572-261,572-100%$88.5M———
Glenmede Trust Co NA
N/A—255,326-255,326-100%$86.4M———
Prudential Financial Inc
N/A—253,459-253,459-100%$85.7M———
KLP Kapitalforvaltning AS
N/A—251,099-251,099-100%$84.9M———
Focus Partners Wealth
N/A—249,861-249,861-100%$84.5M———
Royal London Asset Management LTD
N/A—248,094-248,094-100%$83.9M———
Handelsbanken Fonder AB
N/A—244,766-244,766-100%$82.8M———
Teacher Retirement System of Texas
N/A—237,323-237,323-100%$80.3M———
Northwestern Mutual Wealth Management Co
N/A—237,297-237,297-100%$80.3M———
Voloridge Investment Management, LLC
N/A—236,120-236,120-100%$79.9M———
Balyasny Asset Management L.P.
N/A—234,516-234,516-100%$79.3M———
Lazard Asset Management LLC
N/A—233,220-233,220-100%$78.9M———
Global Frontier Investments LLC
N/A—233,215-233,215-100%$78.9M———
Alberta Investment Management Corp
N/A—230,000-230,000-100%$77.8M———
Cetera Investment Advisers
N/A—226,462-226,462-100%$76.6M———
Janney Montgomery Scott LLC
N/A—222,289-222,289-100%$75.2M———
Cerity Partners LLC
N/A—218,769-218,769-100%$74.0M———
Cornerstone Investment Partners, LLC
N/A—211,997-211,997-100%$71.7M———
Bank of Nova Scotia
N/A—211,834-211,834-100%$71.7M———
Davis Selected Advisers
N/A—209,821-209,821-100%$71.0M———
Atalanta Sosnoff Capital, LLC
N/A—206,596-206,596-100%$69.9M———
Employees Retirement System of Texas
N/A—206,108-206,108-100%$69.7M———
Public Employees Retirement System of Ohio
N/A—205,897-205,897-100%$69.6M———
Zacks Investment Management
N/A—204,008-204,008-100%$69.0M———
Harris Associates L P
N/A—203,453-203,453-100%$68.8M———
Captrust Financial Advisors
N/A—202,593-202,593-100%$68.5M———
Fayez Sarofim & Co
N/A—201,457-201,457-100%$68.1M———
Allianz Asset Management GmbH
N/A—201,011-201,011-100%$68.0M———
Pinnacle Financial Partners, Inc.
N/A—194,539-194,539-100%$65.8M———
State of Tennessee, Department of Treasury
N/A—192,275-192,275-100%$65.0M———
Mariner, LLC
N/A—190,181-190,181-100%$64.3M———
Susquehanna International Group, LLP
N/A—187,211-187,211-100%$63.3M———
GFI Investment Counsel Ltd.
N/A—183,904-183,904-100%$62.2M———
Federation des caisses Desjardins du Quebec
N/A—182,586-182,586-100%$61.8M———
Tredje Ap-fonden
N/A—177,356-177,356-100%$60.0M———
Mercer Global Advisors Inc
N/A—176,701-176,701-100%$59.8M———
Dundas Partners LLP
N/A—171,110-171,110-100%$57.9M———
ThornTree Capital Partners LP
N/A—166,784-166,784-100%$56.4M———
Iron Gate Global Advisors LLC
N/A—163,779-163,779-100%$55.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—162,888-162,888-100%$55.1M———
Intech Investment Management LLC
N/A—162,198-162,198-100%$54.9M———
M&T Bank Corp
N/A—160,216-160,216-100%$54.2M———
Johnson Investment Counsel Inc
N/A—157,560-157,560-100%$53.3M———
Resona Asset Management Co.,Ltd.
N/A—155,303-155,303-100%$52.6M———
Baird Financial Group, Inc.
N/A—155,145-155,145-100%$52.5M———
Rafferty Asset Management, LLC
N/A—155,039-155,039-100%$52.4M———
Groupe la Francaise
N/A—154,834-154,834-100%$52.2M———
Public Sector Pension Investment Board
N/A—151,949-151,949-100%$51.4M———
Mairs & Power Inc
N/A—145,612-145,612-100%$49.3M———
L1 Capital International Pty Ltd
N/A—144,358-144,358-100%$48.8M———
Bradley Foster & Sargent Inc
N/A—141,891-141,891-100%$48.0M———
Schwerin Boyle Capital Management Inc
N/A—139,529-139,529-100%$47.2M———
Commerce Bank
N/A—135,778-135,778-100%$45.9M———
MML Investors Services, LLC
N/A—135,374-135,374-100%$45.8M———
RWA Wealth Partners, LLC
N/A—134,515-134,515-100%$45.5M———
Allianz SE
N/A—130,750-130,750-100%$44.2M———
United Capital Financial Advisors, LLC
N/A—130,559-130,559-100%$44.2M———
Teachers Retirement System of the State of Kentucky
N/A—130,307-130,307-100%$44.1M———
Douglass Winthrop Advisors, LLC
N/A—129,267-129,267-100%$43.7M———
Federated Hermes, Inc.
N/A—128,945-128,945-100%$43.6M———
MetLife Investment Management, LLC
N/A—127,810-127,810-100%$43.2M———
Voya Investment Management LLC
N/A—127,650-127,650-100%$43.2M———
MAI Capital Management
N/A—127,096-127,096-100%$43.0M———
DnB Asset Management AS
N/A—123,178-123,178-100%$41.7M———
O'shaughnessy Asset Management, LLC
N/A—122,239-122,239-100%$41.3M———
Woodline Partners LP
N/A—116,120-116,120-100%$39.3M———
ABN Amro Bank N.V.
N/A—114,561-114,561-100%$39.0M———
HM Payson & Co
N/A—114,034-114,034-100%$38.6M———
Huntington National Bank
N/A—112,586-112,586-100%$38.1M———
NewEdge Advisors, LLC
N/A—112,398-112,398-100%$38.0M———
Pathstone Holdings, LLC
N/A—112,055-112,055-100%$38.0M———
Varma Mutual Pension Insurance Co
N/A—112,035-112,035-100%$37.9M———
Aureus Asset Management, LLC
N/A—110,783-110,783-100%$37.5M———
Destination Wealth Management
N/A—105,616-105,616-100%$35.7M———
Van Eck Associates Corp
N/A—104,452-104,452-100%$35.3M———
QRG Capital Management, Inc.
N/A—102,352-102,352-100%$34.6M———
Capitolis Liquid Global Markets LLC
N/A—101,951-101,951-100%$34.5M———
Steward Partners Investment Advisory, LLC
N/A—101,626-101,626-100%$34.4M———
Advisors Asset Management, Inc.
N/A—101,475-101,475-100%$34.3M———
Bartlett & Co. Wealth Management LLC
N/A—101,386-101,386-100%$34.3M———
Port Capital LLC
N/A—99,114-99,114-100%$33.5M———
Waverly Advisors, LLC
N/A—97,920-97,920-100%$33.1M———
CIBC World Market Inc.
N/A—97,733-97,733-100%$33.1M———
Zurich Insurance Group Ltd
N/A—97,659-97,659-100%$33.0M———
Vanguard Personalized Indexing Management, LLC
N/A—96,697-96,697-100%$32.7M———
Sumitomo Mitsui Financial Group, Inc.
N/A—96,529-96,529-100%$32.7M———
Drexel Morgan & Co.
N/A—95,918-95,918-100%$32.4M———
Renaissance Group LLC
N/A—95,824-95,824-100%$32.4M———
Wealthspire Advisors, LLC
N/A—95,731-95,731-100%$32.4M———
Worldquant Millennium Advisors LLC
N/A—95,727-95,727-100%$32.4M———
Mufg Securities Emea plc
N/A—93,751-93,751-100%$31.7M———
Macquarie Group LTD
N/A—93,705-93,705-100%$31.7M———
CI Investments Inc.
N/A—93,562-93,562-100%$31.6M———
Freestone Grove Partners LP
N/A—93,391-93,391-100%$31.6M———
USS Investment Management Ltd
N/A—93,146-93,146-100%$31.5M———
Wealthfront Advisers LLC
N/A—93,076-93,076-100%$31.5M———
Beacon Pointe Advisors, LLC
N/A—90,500-90,500-100%$30.6M———
Bragg Financial Advisors, Inc
N/A—90,144-90,144-100%$30.5M———
Two Sigma Investments, LP
N/A—89,126-89,126-100%$30.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—88,437-88,437-100%$29.9M———
Coleford Investment Management Ltd.
N/A—87,752-87,752-100%$29.7M———
Interval Partners, LP
N/A—85,851-85,851-100%$29.0M———
Atlantic Union Bankshares Corp
N/A—85,598-85,598-100%$29.0M———
Fiduciary Trust Co
N/A—85,460-85,460-100%$28.9M———
Martingale Asset Management L P
N/A—85,205-85,205-100%$28.8M———
&partners
N/A—84,996-84,996-100%$28.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—84,722-84,722-100%$28.6M———
Whittier Trust Co
N/A—84,133-84,133-100%$30.0M———
Unio Capital LLC
N/A—83,674-83,674-100%$28.3M———
W1m Asset Management Ltd
N/A—81,583-81,583-100%$27.6M———
Millennium Management LLC
N/A—81,107-81,107-100%$27.4M———
Utah Retirement Systems
N/A—80,614-80,614-100%$27.3M———
Blue Sparrow, LLC
N/A—80,000-80,000-100%$27.1M———
British Columbia Investment Management Corp
N/A—79,645-79,645-100%$26.9M———
Police & Firemen's Retirement System of New Jersey
N/A—79,537-79,537-100%$26.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—78,759-78,759-100%$26.6M———
Squarepoint Ops LLC
N/A—77,506-77,506-100%$26.2M———
Holowesko Partners Ltd.
N/A—77,400-77,400-100%$26.2M———
Hancock Whitney Corp
N/A—74,492-74,492-100%$25.2M———
Hemenway Trust Co LLC
N/A—74,193-74,193-100%$25.1M———
Pinebridge Investments LLC
N/A—73,885-73,885-100%$25.0M———
Elo Mutual Pension Insurance Co
N/A—73,354-73,354-100%$24.8M———
Laffer Tengler Investments, Inc.
N/A—72,913-72,913-100%$24.7M———
Arrowstreet Capital, Limited Partnership
N/A—71,506-71,506-100%$24.2M———
Panagora Asset Management Inc
N/A—71,368-71,368-100%$24.1M———
Nissay Asset Management Corp N
N/A—70,965-70,965-100%$24.0M———
Capital Fund Management S.A.
N/A—70,239-70,239-100%$23.8M———
Advisors Capital Management, LLC
N/A—69,882-69,882-100%$23.6M———
Marco Investment Management LLC
N/A—69,403-69,403-100%$23.5M———
Trajan Wealth LLC
N/A—67,796-67,796-100%$22.9M———
Orion Porfolio Solutions, LLC
N/A—67,620-67,620-100%$22.9M———
Erste Asset Management GmbH
N/A—67,271-67,271-100%$23.0M———
Andra Ap-fonden
N/A—66,400-66,400-100%$22.5M———
Peapack Gladstone Financial Corp
N/A—65,729-65,729-100%$22.2M———
FIL Ltd
N/A—65,526-65,526-100%$22.2M———
Aquamarine Zurich AG
N/A—65,000-65,000-100%$22.0M———
Trexquant Investment LP
N/A—63,086-63,086-100%$21.3M———
Davis Asset Management, L.P.
N/A—63,000-63,000-100%$21.3M———
Long Corridor Asset Management Ltd
N/A—63,000-63,000-100%$21.3M———
Optiver Holding B.V.
N/A—61,255-61,255-100%$20.7M———
Wesleyan Assurance Society
N/A—61,095-61,095-100%$20.7M———
Sequoia Financial Advisors, LLC
N/A—60,686-60,686-100%$20.5M———
Empowered Funds, LLC
N/A—60,182-60,182-100%$20.4M———
Cresset Asset Management, LLC
N/A—59,984-59,984-100%$20.3M———
a16z Perennial Management, L.P.
N/A—59,779-59,779-100%$20.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—55,279-55,279-100%$18.7M———
Tocqueville Asset Management L.P.
N/A—55,092-55,092-100%$18.6M———
Modern Wealth Management, LLC
N/A—53,684-53,684-100%$18.2M———
Brown Brothers Harriman & Co
N/A—53,222-53,222-100%$18.0M———
Prudential PLC
N/A—53,153-53,153-100%$18.0M———
Hudson Bay Capital Management LP
N/A—50,686-50,686-100%$17.1M———
Silvercrest Asset Management Group LLC
N/A—50,403-50,403-100%$17.0M———
Thomasville National Bank
N/A—49,015-49,015-100%$16.6M———
Stanley Capital Management, LLC
N/A—48,830-48,830-100%$16.5M———
Unison Asset Management LLC
N/A—48,782-48,782-100%$16.5M———
Argent Trust Co
N/A—48,381-48,381-100%$16.4M———
Nomura Holdings Inc
N/A—48,346-48,346-100%$16.4M———
Entropy Technologies, LP
N/A—47,809-47,809-100%$16.2M———
Longbow Finance SA
N/A—47,463-47,463-100%$16.1M———
Private Advisor Group, LLC
N/A—47,356-47,356-100%$16.0M———
Mirova
N/A—46,729-46,729-100%$15.8M———
Giverny Capital Inc.
N/A—46,702-46,702-100%$15.8M———
Strategic Wealth Partners, Ltd.
N/A—46,157-46,157-100%$15.6M———
Choate Investment Advisors
N/A—46,033-46,033-100%$15.6M———
Loews Corp
N/A—45,000-45,000-100%$15.2M———
Rice Partnership, LLC
N/A—44,017-44,017-100%$14.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—43,799-43,799-100%$14.8M———
Rheos Capital Works Inc.
N/A—42,000-42,000-100%$14.2M———
Whittier Trust Co of Nevada Inc
N/A—41,754-41,754-100%$14.6M———
Mizuho Securities USA LLC
N/A—41,666-41,666-100%$14.1M———
Norinchukin Bank, The
N/A—41,518-41,518-100%$14.0M———
Silicon Valley Capital Partners
N/A—41,480-41,480-100%$14.0M———
Pacer Advisors, Inc.
N/A—40,686-40,686-100%$13.8M———
Shelton Capital Management
N/A—40,373-40,373-100%$13.7M———
Cary Street Partners Financial LLC
N/A—40,299-40,299-100%$13.6M———
Walleye Trading LLC
N/A—40,005-40,005-100%$13.5M———
M. Kulyk & Associates, LLC
N/A—39,902-39,902-100%$13.5M———
Parallax Volatility Advisers, L.P.
N/A—39,111-39,111-100%$13.2M———
Arax Advisory Partners
N/A—39,065-39,065-100%$13.2M———
Flputnam Investment Management Co
N/A—38,076-38,076-100%$12.9M———
NFC Investments, LLC
N/A—38,050-38,050-100%$12.9M———
McMillan Office, Inc.
N/A—38,028-38,028-100%$12.9M———
Acadian Asset Management LLC
N/A—37,783-37,783-100%$12.8M———
Vident Advisory, LLC
N/A—37,711-37,711-100%$12.8M———
Saudi Central Bank
N/A—37,204-37,204-100%$12.6M———
Summit Financial, LLC
N/A—37,177-37,177-100%$12.6M———
Connors Investor Services Inc
N/A—37,104-37,104-100%$12.6M———
Ironwood Investment Counsel, LLC
N/A—37,095-37,095-100%$12.5M———
Stratos Investment Management, LLC
N/A—36,997-36,997-100%$12.5M———
Stansberry Asset Management, LLC
N/A—36,788-36,788-100%$12.4M———
Penserra Capital Management LLC
N/A—36,569-36,569-100%$12.4M———
Financial Avengers, Inc.
N/A—36,429-36,429-100%$12.3M———
Investment Management Corp of Ontario
N/A—36,003-36,003-100%$12.2M———
Westend Capital Management, LLC
N/A—35,358-35,358-100%$12.0M———
Vestmark Advisory Solutions, Inc.
N/A—34,737-34,737-100%$11.7M———
Renaissance Technologies LLC
N/A—34,580-34,580-100%$11.7M———
Omers Administration Corp
N/A—34,417-34,417-100%$11.6M———
Kentucky Retirement Systems
N/A—34,094-34,094-100%$11.5M———
Banque Transatlantique SA
N/A—34,002-34,002-100%$12.0M———
CMT Capital Markets Trading GmbH
N/A—33,934-33,934-100%$11.5M———
Rodgers Brothers Inc.
N/A—33,795-33,795-100%$11.4M———
Advisory Services Network, LLC
N/A—32,999-32,999-100%$11.2M———
IQ EQ Fund Management (Ireland) Ltd
N/A—32,837-32,837-100%$11.1M———
Logan Capital Management Inc
N/A—32,772-32,772-100%$11.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—32,545-32,545-100%$11.0M———
Summit Trail Advisors, LLC
N/A—32,452-32,452-100%$11.0M———
Benjamin Edwards Inc
N/A—32,451-32,451-100%$11.0M———
L & S Advisors Inc
N/A—32,374-32,374-100%$11.0M———
Winslow Asset Management Inc
N/A—31,433-31,433-100%$10.6M———
Schonfeld Strategic Advisors LLC
N/A—31,277-31,277-100%$10.6M———
Martin Investment Management, LLC
N/A—31,174-31,174-100%$10.5M———
Equitable Holdings, Inc.
N/A—31,046-31,046-100%$10.5M———
Composition Wealth, LLC
N/A—30,662-30,662-100%$10.4M———
Aptus Capital Advisors, LLC
N/A—30,305-30,305-100%$10.3M———
Integrated Wealth Concepts LLC
N/A—30,277-30,277-100%$10.2M———
Infusive Asset Management Inc.
N/A—30,231-30,231-100%$10.2M———
Bearing Point Capital, LLC
N/A—30,143-30,143-100%$10.2M———
EP Wealth Advisors, LLC
N/A—29,873-29,873-100%$10.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—29,791-29,791-100%$10.1M———
Callan Family Office, LLC
N/A—29,646-29,646-100%$10.0M———
Bridgewater Associates, LP
N/A—29,582-29,582-100%$10.0M———
Klingenstein Fields & Co LP
N/A—29,236-29,236-100%$9.9M———
Horizon Investments, LLC
N/A—29,010-29,010-100%$9.8M———
Shelter Mutual Insurance Co
N/A—28,735-28,735-100%$9.7M———
Eventide Asset Management, LLC
N/A—28,475-28,475-100%$9.7M———
Independent Advisor Alliance
N/A—28,435-28,435-100%$9.6M———
Silvant Capital Management LLC
N/A—28,058-28,058-100%$9.5M———
ST Germain D J Co Inc
N/A—27,776-27,776-100%$9.4M———
Mediolanum International Funds Ltd
N/A—27,566-27,566-100%$9.4M———
Castleark Management LLC
N/A—27,295-27,295-100%$9.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—27,287-27,287-100%$9.2M———
Stratos Wealth Partners, Ltd.
N/A—27,221-27,221-100%$9.2M———
Fi3 Financial Advisors, LLC
N/A—27,172-27,172-100%$6.5M———
RBF Capital, LLC
N/A—27,000-27,000-100%$9.1M———
DCM Advisors, LLC
N/A—26,858-26,858-100%$9.0M———
Caprock Group, LLC
N/A—26,807-26,807-100%$9.1M———
1ST Source Bank
N/A—26,791-26,791-100%$9.1M———
Edgestream Partners, L.P.
N/A—26,321-26,321-100%$8.9M———
Headinvest, LLC
N/A—26,077-26,077-100%$8.8M———
Bessemer Group Inc
N/A—25,770-25,770-100%$8.7M———
Principal Securities, Inc.
N/A—25,634-25,634-100%$8.7M———
Daiichi Life Insurance Co., Ltd.
N/A—24,980-24,980-100%$8.4M———
Allstate Corp
N/A—24,558-24,558-100%$8.3M———
Kingsview Wealth Management, LLC
N/A—24,455-24,455-100%$8.3M———
Envestnet Portfolio Solutions, Inc.
N/A—24,376-24,376-100%$8.2M———
Gotham Asset Management, LLC
N/A—24,258-24,258-100%$8.2M———
NewEdge Wealth, LLC
N/A—24,186-24,186-100%$8.2M———
Roundview Capital LLC
N/A—23,606-23,606-100%$8.0M———
Ballentine Partners, LLC
N/A—23,501-23,501-100%$7.9M———
Arvest Bank Trust Division
N/A—23,430-23,430-100%$7.9M———
Freestone Capital Holdings, LLC
N/A—23,353-23,353-100%$7.9M———
Dorsey & Whitney Trust Co LLC
N/A—23,264-23,264-100%$7.9M———
JTC Employer Solutions Trustee Ltd
N/A—22,500-22,500-100%$7.6M———
Fort Sheridan Advisors LLC
N/A—22,391-22,391-100%$7.6M———
Scotia Capital Inc.
N/A—22,140-22,140-100%$7.5M———
Family Manage LLC
N/A—22,083-22,083-100%$7.5M———
Northstar Group, Inc.
N/A—21,693-21,693-100%$7.3M———
Heritage Trust Co
N/A—21,389-21,389-100%$7.2M———
Adalta Capital Management LLC
N/A—21,311-21,311-100%$7.2M———
Hi-Line Capital Management, LLC
N/A—21,290-21,290-100%$7.2M———
Hamilton Capital Partners Inc.
N/A—21,266-21,266-100%$7.2M———
Sandhill Capital Partners LLC
N/A—21,036-21,036-100%$7.1M———
Fiduciary Group, LLC
N/A—20,930-20,930-100%$7.1M———
Dark Forest Capital Management LP
N/A—20,928-20,928-100%$7.1M———
Hutner Capital Management Inc
N/A—20,835-20,835-100%$7.0M———
Impax Asset Management Group plc
N/A—20,768-20,768-100%$7.0M———
Somerville Kurt F
N/A—20,685-20,685-100%$7.0M———
Coldstream Capital Management Inc
N/A—20,682-20,682-100%$7.0M———
Morningstar Investment Management LLC
N/A—20,656-20,656-100%$6.2M———
Insigneo Advisory Services, LLC
N/A—20,602-20,602-100%$7.0M———
Gladstone Institutional Advisory LLC
N/A—20,596-20,596-100%$7.0M———
Qube Research & Technologies Ltd
N/A—20,453-20,453-100%$6.9M———
Empirical Finance, LLC
N/A—20,353-20,353-100%$6.9M———
Amica Mutual Insurance Co
N/A—20,096-20,096-100%$6.8M———
Capital International, Inc.
N/A—20,073-20,073-100%$6.8M———
Arkadios Wealth Advisors
N/A—19,960-19,960-100%$6.8M———
AE Wealth Management LLC
N/A—19,918-19,918-100%$6.7M———
Foundations Investment Advisors, LLC
N/A—19,856-19,856-100%$6.7M———
Siemens Fonds Invest GmbH
N/A—19,787-19,787-100%$6.7M———
Concentric Capital Strategies, LP
N/A—19,597-19,597-100%$6.6M———
Campbell Capital Management Inc
N/A—19,545-19,545-100%$6.6M———
Capital International Sarl
N/A—19,532-19,532-100%$6.6M———
Bleakley Financial Group, LLC
N/A—19,531-19,531-100%$6.6M———
OneDigital Investment Advisors LLC
N/A—19,365-19,365-100%$6.6M———
Puzo Michael J
N/A—19,362-19,362-100%$6.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—19,268-19,268-100%$6.5M———
Guggenheim Capital LLC
N/A—19,249-19,249-100%$6.5M———
Metis Global Partners, LLC
N/A—18,961-18,961-100%$6.4M———
Walleye Capital LLC
N/A—18,793-18,793-100%$6.4M———
Emerald Investment Advisers, LLC
N/A—18,785-18,785-100%$6.4M———
Zhang Financial LLC
N/A—18,691-18,691-100%$6.3M———
Wisconsin Capital Management LLC
N/A—18,600-18,600-100%$6.3M———
Osmosis Investment Management UK Ltd
N/A—18,262-18,262-100%$6.2M———
Rathbones Group PLC
N/A—17,864-17,864-100%$6.0M———
Callahan Advisors, LLC
N/A—17,830-17,830-100%$6.0M———
Tower Bridge Advisors
N/A—17,806-17,806-100%$6.0M———
Sagewood Asset Management LP
N/A—17,705-17,705-100%$6.0M———
Meeder Advisory Services, Inc.
N/A—17,522-17,522-100%$5.9M———
Stephens Inc
N/A—17,476-17,476-100%$5.9M———
Commerzbank Aktiengesellschaft
N/A—17,428-17,428-100%$5.9M———
EFG International AG
N/A—17,234-17,234-100%$5.8M———
Global Retirement Partners, LLC
N/A—17,223-17,223-100%$5.8M———
Delaney Dennis R
N/A—17,114-17,114-100%$5.8M———
Northwestern Mutual Investment Management Company, LLC
N/A—17,064-17,064-100%$5.8M———
Morton Community Bank
N/A—17,042-17,042-100%$5.8M———
Boston Family Office LLC
N/A—17,004-17,004-100%$5.8M———
Trinity Legacy Partners, LLC
N/A—16,987-16,987-100%$6.1M———
Pring Turner Capital Group Inc
N/A—16,891-16,891-100%$5.8M———
Elgethun Capital Management
N/A—16,815-16,815-100%$5.7M———
Beacon Investment Advisors LLC
N/A—16,760-16,760-100%$5.7M———
AssuredPartners Investment Advisors, LLC
N/A—16,362-16,362-100%$5.5M———
GHE, LLC
N/A—16,354-16,354-100%$5.5M———
Jump Financial, LLC
N/A—16,344-16,344-100%$5.5M———
NorthCoast Asset Management LLC
N/A—16,275-16,275-100%$5.5M———
Mufg Securities Americas Inc.
N/A—16,030-16,030-100%$5.4M———
SouthState Bank Corp
N/A—15,981-15,981-100%$5.4M———
Northwest & Ethical Investments L.P.
N/A—15,956-15,956-100%$5.4M———
Snowden Capital Advisors LLC
N/A—15,866-15,866-100%$5.4M———
Voleon Capital Management LP
N/A—15,864-15,864-100%$5.4M———
Kidder Stephen W
N/A—15,684-15,684-100%$5.3M———
Saba Capital Management, L.P.A
N/A—15,539-15,539-100%$5.3M———
IHT Wealth Management, LLC
N/A—15,430-15,430-100%$5.2M———
Mathes Company, Inc.
N/A—15,336-15,336-100%$5.2M———
Evolve Private Wealth, LLC
N/A—15,292-15,292-100%$5.2M———
Brave Asset Management Inc
N/A—15,046-15,046-100%$5.1M———
Broderick Brian C
N/A—15,005-15,005-100%$5.1M———
Cullen Capital Management, LLC
N/A—14,915-14,915-100%$5.0M———
Hodges Capital Management Inc.
N/A—14,545-14,545-100%$4.9M———
NorthRock Partners, LLC
N/A—14,332-14,332-100%$4.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—14,148-14,148-100%$4.8M———
LOS Angeles Capital Management LLC
N/A—14,103-14,103-100%$4.8M———
LMR Partners LLP
N/A—13,891-13,891-100%$4.7M———
PFG Investments, LLC
N/A—13,889-13,889-100%$4.7M———
Bridgewater Advisors Inc.
N/A—13,884-13,884-100%$4.8M———
Coastal Bridge Advisors, LLC
N/A—13,692-13,692-100%$4.6M———
Stance Capital LLC
N/A—13,466-13,466-100%$4.6M———
Elefante Mark B
N/A—13,298-13,298-100%$4.5M———
Haverford Trust Co
N/A—12,817-12,817-100%$4.3M———
Brendel Financial Advisors LLC
N/A—12,800-12,800-100%$4.3M———
Sumitomo Life Insurance Co
N/A—12,756-12,756-100%$4.3M———
Clarkston Capital Partners, LLC
N/A—12,679-12,679-100%$4.3M———
Evercore Wealth Management, LLC
N/A—12,645-12,645-100%$4.3M———
Sargent Investment Group, LLC
N/A—12,645-12,645-100%$4.3M———
Canada Post Corp Registered Pension Plan
N/A—12,561-12,561-100%$4.2M———
RB Capital Management, LLC
N/A—12,369-12,369-100%$4.2M———
Lionhunter Capital Management, LLC
N/A—12,348-12,348-100%$4.2M———
Horizon Investment Services, LLC
N/A—12,261-12,261-100%$4.1M———
Game Plan Financial Advisors, LLC
N/A—12,232-12,232-100%$4.1M———
Birmingham Capital Management Co Inc
N/A—12,225-12,225-100%$4.1M———
Woodbridge Co LTD
N/A—12,224-12,224-100%$4.1M———
CreativeOne Wealth, LLC
N/A—12,168-12,168-100%$4.1M———
Sound View Wealth Advisors Group, LLC
N/A—12,061-12,061-100%$4.1M———
Dempze Nancy E
N/A—12,032-12,032-100%$4.1M———
Karani Asset Management LLC
N/A—12,023-12,023-100%$4.1M———
Colter Lewis Investment Partners LLC
N/A—11,955-11,955-100%$4.0M———
Bank OZK
N/A—11,921-11,921-100%$4.0M———
Teachers Insurance & Annuity Association of America
N/A—11,899-11,899-100%$4.0M———
Banco Santander, S.A.
N/A—11,824-11,824-100%$4.0M———
Aquatic Capital Management LLC
N/A—11,665-11,665-100%$3.9M———
Aristotle Capital Management, LLC
N/A—11,530-11,530-100%$3.9M———
Capital International LTD
N/A—11,511-11,511-100%$3.9M———
Syon Capital LLC
N/A—11,488-11,488-100%$3.9M———
Lowe Brockenbrough & Co Inc
N/A—11,340-11,340-100%$3.8M———
National Philanthropic Trust
N/A—11,335-11,335-100%$3.8M———
Venturi Wealth Management, LLC
N/A—11,224-11,224-100%$3.8M———
Twin Tree Management, LP
N/A—10,997-10,997-100%$3.7M———
Conscious Wealth Investments, LLC
N/A—10,971-10,971-100%$3.8M———
Vestcor Inc
N/A—10,769-10,769-100%$3.6M———
Godshalk Welsh Capital Management, Inc.
N/A—10,745-10,745-100%$3.6M———
Faithward Advisors, LLC
N/A—10,723-10,723-100%$3.6M———
Spartan Wealth Advisory Services LLC
N/A—10,594-10,594-100%$3.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—10,545-10,545-100%$3.6M———
Ostrum Asset Management
N/A—10,537-10,537-100%$3.6M———
World Investment Advisors
N/A—10,502-10,502-100%$3.2M———
Connable Office Inc
N/A—10,483-10,483-100%$3.5M———
Notis-McConarty Edward
N/A—10,389-10,389-100%$3.5M———
Smithfield Trust Co
N/A—10,347-10,347-100%$3.5M———
Argent Advisors, Inc.
N/A—10,335-10,335-100%$3.5M———
Smartleaf Asset Management LLC
N/A—10,190-10,190-100%$3.5M———
Webster Bank, N. A.
N/A—10,083-10,083-100%$3.4M———
Osborne Partners Capital Management, LLC
N/A—10,027-10,027-100%$3.4M———
Ingalls & Snyder LLC
N/A—10,026-10,026-100%$3.4M———
Cunning Capital Partners, LP
N/A—10,012-10,012-100%$3.4M———
Galilei Investment Office LLP
N/A—9,974-9,974-100%$3.4M———
Moneta Group Investment Advisors LLC
N/A—9,971-9,971-100%$3.4M———
Union Heritage Capital, LLC
N/A—9,968-9,968-100%$3.4M———
SWP Investment Management LLC
N/A—9,908-9,908-100%$3.4M———
Doheny Asset Management
N/A—9,861-9,861-100%$3.3M———
Dynasty Wealth Management, LLC
N/A—9,814-9,814-100%$3.3M———
TAGStone Capital, Inc.
N/A—9,784-9,784-100%$3.3M———
Prosperity Consulting Group, LLC
N/A—9,770-9,770-100%$3.3M———
Empower Advisory Group, LLC
N/A—9,685-9,685-100%$3.3M———
Azimuth Capital Investment Management LLC
N/A—9,685-9,685-100%$3.3M———
IKE Capital, LLC
N/A—9,652-9,652-100%$3.3M———
Pinnacle Holdings, LLC
N/A—9,599-9,599-100%$3.2M———
Cinctive Capital Management LP
N/A—9,588-9,588-100%$3.2M———
Virtu Financial LLC
N/A—9,564-9,564-100%$3.2M———
Rehmann Capital Advisory Group
N/A—9,560-9,560-100%$3.2M———
Ceeto Capital Group, LLC
N/A—9,500-9,500-100%$3.2M———
Harbour Investments, Inc.
N/A—9,475-9,475-100%$3.2M———
SCS Capital Management LLC
N/A—9,429-9,429-100%$3.2M———
Pettee Investors, Inc.
N/A—9,404-9,404-100%$3.2M———
Western Wealth Management, LLC
N/A—9,397-9,397-100%$3.2M———
Jennison Associates LLC
N/A—9,350-9,350-100%$3.2M———
Trustco Bank Corp N Y
N/A—9,275-9,275-100%$3.1M———
Twin Capital Management Inc
N/A—9,256-9,256-100%$3.1M———
Savvy Advisors, Inc.
N/A—9,178-9,178-100%$3.1M———
IFC Advisors LLC
N/A—9,124-9,124-100%$3.1M———
TCW Group Inc
N/A—9,060-9,060-100%$3.1M———
BNP Paribas
N/A—9,056-9,056-100%$3.1M———
Sirios Capital Management L P
N/A—8,984-8,984-100%$3.0M———
Intrinsic Value Partners, LLC
N/A—8,975-8,975-100%$3.0M———
Numerai GP LLC
N/A—8,825-8,825-100%$3.0M———
IFG Advisory, LLC
N/A—8,749-8,749-100%$3.0M———
Vinva Investment Management Ltd
N/A—8,706-8,706-100%$3.0M———
Berkshire Asset Management LLC
N/A—8,688-8,688-100%$2.9M———
Anchor Investment Management, LLC
N/A—8,678-8,678-100%$2.9M———
BCS Private Wealth Management, Inc.
N/A—8,650-8,650-100%$2.9M———
Meiji Yasuda Life Insurance Co
N/A—8,576-8,576-100%$2.9M———
GTS Securities LLC
N/A—8,534-8,534-100%$2.9M———
SOA Wealth Advisors, Llc.
N/A—8,468-8,468-100%$2.9M———
Atlanta Consulting Group Advisors, LLC
N/A—8,410-8,410-100%$2.8M———
New England Asset Management Inc
N/A—8,340-8,340-100%$2.8M———
Mutual Advisors, LLC
N/A—8,330-8,330-100%$2.8M———
Red Door Wealth Management, LLC
N/A—8,232-8,232-100%$2.8M———
Icon Wealth Advisors, LLC
N/A—8,228-8,228-100%$2.8M———
LGT Group Foundation
N/A—8,188-8,188-100%$2.8M———
Vanguard National Trust Co
N/A—8,023-8,023-100%$2.7M———
Dover Advisors, LLC
N/A—7,977-7,977-100%$3.0M———
Tower Research Capital LLC (TRC)
N/A—7,967-7,967-100%$2.7M———
Ossiam
N/A—7,929-7,929-100%$2.7M———
2Xideas AG
N/A—7,848-7,848-100%$2.7M———
Holderness Investments Co
N/A—7,822-7,822-100%$2.6M———
LGT Fund Management Co Ltd.
N/A—7,750-7,750-100%$2.6M———
Walter & Keenan Wealth Management LLC
N/A—7,691-7,691-100%$2.6M———
Belpointe Asset Management LLC
N/A—7,670-7,670-100%$2.6M———
Element Squared LLC
N/A—7,648-7,648-100%$2.6M———
Rothschild Investment LLC
N/A—7,566-7,566-100%$2.6M———
Frec Markets, Inc.
N/A—7,501-7,501-100%$2.5M———
Guardian Capital LP
N/A—7,488-7,488-100%$2.5M———
Aster Capital Management (Difc) Ltd
N/A—7,317-7,317-100%$2.5M———
Miller Capital Partners, Inc.
N/A—7,286-7,286-100%$2.5M———
Symmetry Investments LP
N/A—7,200-7,200-100%$2.4M———
Cannell & Spears LLC
N/A—7,106-7,106-100%$2.4M———
Leavell Investment Management, Inc.
N/A—7,093-7,093-100%$2.4M———
Florida Financial Advisors, LLC
N/A—7,049-7,049-100%$2.4M———
Intellectus Partners, LLC
N/A—7,011-7,011-100%$2.4M———
AustralianSuper Pty Ltd
N/A—7,005-7,005-100%$2.4M———
Ally Financial Inc.
N/A—7,000-7,000-100%$2.4M———
Hall Capital Management Co Inc
N/A—6,969-6,969-100%$2.4M———
Fort Point Capital Partners LLC
N/A—6,807-6,807-100%$2.3M———
Ameritas Advisory Services, LLC
N/A—6,721-6,721-100%$2.3M———
Fielder Capital Group LLC
N/A—6,644-6,644-100%$2.2M———
Fidelis Capital Partners, LLC
N/A—6,639-6,639-100%$2.2M———
Baldwin Investment Management, LLC
N/A—6,601-6,601-100%$2.2M———
Tiaa Wealth Investment Management LLC
N/A—6,591-6,591-100%$2.2M———
Bridgeway Capital Management, LLC
N/A—6,500-6,500-100%$2.2M———
Fairtree Asset Management (Pty) Ltd
N/A—6,494-6,494-100%$2.2M———
Inkwell Capital LLC
N/A—6,444-6,444-100%$2.2M———
Qtron Investments LLC
N/A—6,443-6,443-100%$2.2M———
Accent Capital Management, LLC
N/A—6,397-6,397-100%$2.2M———
S&CO Inc
N/A—6,386-6,386-100%$2.2M———
Auxier Asset Management LLC
N/A—6,261-6,261-100%$2.1M———
XTX Topco Ltd
N/A—6,226-6,226-100%$2.1M———
Curi Capital, LLC
N/A—6,210-6,210-100%$2.1M———
Stock Yards Bank & Trust Co
N/A—6,193-6,193-100%$2.1M———
Fortis Capital Advisors, LLC
N/A—6,125-6,125-100%$2.1M———
RiverFront Investment Group, LLC
N/A—6,043-6,043-100%$2.0M———
Checchi Capital Advisers, LLC
N/A—5,881-5,881-100%$2.0M———
Fairbanks Capital Management, Inc.
N/A—5,868-5,868-100%$2.0M———
Pine Valley Investments Ltd Liability Co
N/A—5,857-5,857-100%$2.0M———
Dakota Wealth Management
N/A—5,824-5,824-100%$2.0M———
Landscape Capital Management, L.L.C.
N/A—5,816-5,816-100%$2.0M———
Caldwell Sutter Capital, Inc.
N/A—5,739-5,739-100%$1.9M———
Cozad Asset Management Inc
N/A—5,734-5,734-100%$1.9M———
Hilltop Holdings Inc.
N/A—5,723-5,723-100%$1.9M———
Crewe Advisors LLC
N/A—5,708-5,708-100%$1.9M———
Nicolet Bankshares Inc
N/A—5,695-5,695-100%$2.0M———
Stonebrook Private Inc.
N/A—5,662-5,662-100%$1.9M———
Two Sigma Securities, LLC
N/A—5,661-5,661-100%$1.9M———
Virtus Investment Advisers, LLC
N/A—5,654-5,654-100%$1.9M———
Gateway Wealth Partners, LLC
N/A—5,530-5,530-100%$1.9M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—5,480-5,480-100%$1.9M———
Cambient Family Office, LLC
N/A—5,460-5,460-100%$1.8M———
Sprucegrove Investment Management LTD
N/A—5,442-5,442-100%$1.8M———
Focus Partners Advisor Solutions, LLC
N/A—5,429-5,429-100%$1.8M———
Spirepoint Private Client, LLC
N/A—5,395-5,395-100%$1.8M———
Spinnaker Trust
N/A—5,355-5,355-100%$1.8M———
Ark Wealth Advisors LLC
N/A—5,354-5,354-100%$1.8M———
Peak Asset Management, LLC
N/A—5,346-5,346-100%$1.8M———
Vectors Research Management, LLC
N/A—5,340-5,340-100%$1.8M———
Mirabaud Asset Management Ltd
N/A—5,317-5,317-100%$1.8M———
Capital Analysts, LLC
N/A—5,276-5,276-100%$1.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—5,265-5,265-100%$1.8M———
DF Dent & Co Inc
N/A—5,253-5,253-100%$1.8M———
Ramirez Asset Management, Inc.
N/A—5,170-5,170-100%$1.7M———
Gardner Russo & Quinn LLC
N/A—5,125-5,125-100%$1.7M———
Chesapeake Wealth Management
N/A—5,096-5,096-100%$1.7M———
WealthTrust Axiom LLC
N/A—5,088-5,088-100%$1.7M———
Cape COD Five Cents Savings Bank
N/A—5,076-5,076-100%$1.7M———
HighPoint Advisor Group LLC
N/A—5,067-5,067-100%$1.7M———
Bluebird Wealth Management LLC
N/A—5,049-5,049-100%$1.7M———
AlTi Global, Inc.
N/A—5,035-5,035-100%$1.7M———
Stratos Wealth Advisors, LLC
N/A—5,001-5,001-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—4,978-4,978-100%$1.7M———
Weik Capital Management
N/A—4,888-4,888-100%$1.7M———
Boyar Asset Management Inc.
N/A—4,853-4,853-100%$1.6M———
Alaethes Wealth, LLC
N/A—4,827-4,827-100%$1.6M———
Warther Private Wealth, LLC
N/A—4,823-4,823-100%$1.6M———
Minot DeBlois Advisors LLC
N/A—4,822-4,822-100%$1.6M———
Wealth Alliance, LLC
N/A—4,809-4,809-100%$1.6M———
Strategic Investment Advisors / MI
N/A—4,758-4,758-100%$1.6M———
Bank of Hawaii
N/A—4,753-4,753-100%$1.6M———
Advisory Alpha, LLC
N/A—4,729-4,729-100%$1.6M———
Muirfield Wealth Advisors LLC
N/A—4,581-4,581-100%$1.5M———
Ameritas Investment Partners, Inc.
N/A—4,565-4,565-100%$1.5M———
Morse Asset Management, Inc
N/A—4,540-4,540-100%$1.5M———
Essex Financial Services, Inc.
N/A—4,526-4,526-100%$1.5M———
GSA Capital Partners LLP
N/A—4,514-4,514-100%$1.5M———
SageGuard Financial Group, LLC
N/A—4,496-4,496-100%$1.5M———
SageView Advisory Group, LLC
N/A—4,488-4,488-100%$1.5M———
Odyssean, LLC
N/A—4,487-4,487-100%$1.5M———
MainStreet Investment Advisors LLC
N/A—4,447-4,447-100%$1.5M———
First Dallas Securities Inc.
N/A—4,441-4,441-100%$1.5M———
Icon Advisers Inc
N/A—4,400-4,400-100%$1.5M———
Bridges Investment Management Inc
N/A—4,396-4,396-100%$1.5M———
Hartford Funds Management Co LLC
N/A—4,396-4,396-100%$1.5M———
Kovack Advisors, Inc.
N/A—4,395-4,395-100%$1.5M———
Simmons Bank
N/A—4,390-4,390-100%$1.5M———
Sun Financial Inc
N/A—4,358-4,358-100%$1.5M———
Stokes Family Office, LLC
N/A—4,341-4,341-100%$1.5M———
Schulhoff & Co Inc
N/A—4,300-4,300-100%$1.5M———
Bluespring Wealth Management, LLC
N/A—4,238-4,238-100%$1.4M———
Core Alternative Capital
N/A—4,234-4,234-100%$1.4M———
Townsquare Capital LLC
N/A—4,179-4,179-100%$1.4M———
Pure Financial Advisors, LLC
N/A—4,175-4,175-100%$1.4M———
Thoroughbred Financial Services, LLC
N/A—4,159-4,159-100%$1.4M———
Brooks, Moore & Associates, Inc.
N/A—4,123-4,123-100%$1.4M———
BSW Wealth Partners
N/A—4,122-4,122-100%$1.4M———
Cambria Investment Management, L.P.
N/A—4,094-4,094-100%$1.4M———
Evelyn Partners Group Ltd
N/A—4,094-4,094-100%$1.4M———
Pgim Custom Harvest LLC
N/A—4,083-4,083-100%$1.4M———
Marex Group Ltd
N/A—4,083-4,083-100%$1.4M———
Texas Yale Capital Corp.
N/A—4,078-4,078-100%$1.4M———
Beaton Management Co. Inc.
N/A—4,071-4,071-100%$1.4M———
Navis Wealth Advisors, LLC
N/A—4,065-4,065-100%$1.4M———
Moment Partners, LLC
N/A—4,000-4,000-100%$1.4M———
Founders Financial Alliance, LLC
N/A—3,990-3,990-100%$1.3M———
Advisory Research Inc
N/A—3,987-3,987-100%$1.3M———
First Commonwealth Financial Corp
N/A—3,969-3,969-100%$1.3M———
Invst, LLC
N/A—3,958-3,958-100%$1.3M———
Knightsbridge Asset Management, LLC
N/A—3,949-3,949-100%$1.3M———
Hills Bank & Trust Co
N/A—3,944-3,944-100%$1.3M———
VeraBank, N.A.
N/A—3,899-3,899-100%$1.3M———
Bannerstone Capital Management, LLC
N/A—3,883-3,883-100%$1.3M———
Private Wealth Asset Management, LLC
N/A—3,841-3,841-100%$1.3M———
Marble Wealth, LLC
N/A—3,840-3,840-100%$1.3M———
McLaughlin Asset Management, Inc.
N/A—3,832-3,832-100%$1.3M———
Lifeworks Advisors, LLC
N/A—3,822-3,822-100%$1.3M———
Resources Management Corp
N/A—3,814-3,814-100%$1.3M———
Sompo Asset Management Co., Ltd.
N/A—3,810-3,810-100%$1.3M———
PDT Partners, LLC
N/A—3,800-3,800-100%$1.3M———
Quent Capital, LLC
N/A—3,800-3,800-100%$1.3M———
First Western Trust Bank
N/A—3,784-3,784-100%$1.3M———
Skba Capital Management LLC
N/A—3,779-3,779-100%$1.3M———
GeoWealth Management, LLC
N/A—3,773-3,773-100%$1.3M———
F/m Investments LLC
N/A—3,745-3,745-100%$1.3M———
PeakShares LLC
N/A—3,738-3,738-100%$1.3M———
Westpac Banking Corp
N/A—3,721-3,721-100%$1.3M———
OneAscent Financial Services LLC
N/A—3,703-3,703-100%$1.3M———
Northstar Advisory Group, LLC
N/A—3,698-3,698-100%$1.3M———
Horizon Family Wealth, Inc.
N/A—3,685-3,685-100%$1.2M———
Menard Financial Group LLC
N/A—3,672-3,672-100%$1.2M———
Ellevest, Inc.
N/A—3,664-3,664-100%$1.2M———
Carr Financial Group Corp
N/A—3,658-3,658-100%$1.2M———
Polymer Capital Management (US) LLC
N/A—3,649-3,649-100%$1.2M———
Conway Capital Management, Inc.
N/A—3,625-3,625-100%$1.2M———
Sunflower Bank, N.A.
N/A—3,621-3,621-100%$1.2M———
Aventura Private Wealth, LLC
N/A—3,579-3,579-100%$1.2M———
MWA Asset Management
N/A—3,553-3,553-100%$1.2M———
Proficio Capital Partners LLC
N/A—3,532-3,532-100%$1.2M———
Heartland Bank & Trust Co
N/A—3,527-3,527-100%$1.2M———
IEQ Capital, LLC
N/A—3,522-3,522-100%$1.2M———
Resolute Wealth Strategies, LLC
N/A—3,488-3,488-100%$1.2M———
Bristlecone Value Partners, LLC
N/A—3,484-3,484-100%$1.2M———
Francis Financial, Inc.
N/A—3,482-3,482-100%$1.2M———
Colonial Trust Co / SC
N/A—3,449-3,449-100%$1.2M———
Rexford Capital Inc
N/A—3,433-3,433-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—3,421-3,421-100%$1.2M———
Bayesian Capital Management, LP
N/A—3,418-3,418-100%$1.2M———
Alerus Financial NA
N/A—3,407-3,407-100%$1.2M———
First Foundation Advisors
N/A—3,389-3,389-100%$1.1M———
Basecamp Wealth Advisors LLC
N/A—3,370-3,370-100%$1.1M———
Quotient Wealth Partners, LLC
N/A—3,318-3,318-100%$1.1M———
Semper Augustus Investments Group LLC
N/A—3,311-3,311-100%$1.1M———
EntryPoint Capital, LLC
N/A—3,298-3,298-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—3,281-3,281-100%$1.1M———
Cetera Trust Company, N.a
N/A—3,260-3,260-100%$1.1M———
FFT Wealth Management LLC
N/A—3,258-3,258-100%$1.1M———
Howe & Rusling Inc
N/A—3,248-3,248-100%$1.1M———
Palisade Capital Management, LP
N/A—3,234-3,234-100%$1.1M———
Geneos Wealth Management Inc.
N/A—3,208-3,208-100%$1.1M———
Financial Sense Advisors, Inc.
N/A—3,194-3,194-100%$1.1M———
Marshall Financial Group, LLC
N/A—3,145-3,145-100%$1.1M———
Quantbot Technologies LP
N/A—3,136-3,136-100%$1.1M———
US Asset Management LLC
N/A—3,124-3,124-100%$1.1M———
Tradition Wealth Management, LLC
N/A—3,116-3,116-100%$1.1M———
CFO4Life Group, LLC
N/A—3,110-3,110-100%$1.1M———
Advyzon Investment Management, LLC
N/A—3,081-3,081-100%$1.0M———
K.J. Harrison & Partners Inc
N/A—3,072-3,072-100%$1.0M———
Westfuller Advisors, LLC
N/A—3,069-3,069-100%$1.0M———
Orleans Capital Management Corp
N/A—3,067-3,067-100%$1.0M———
Owen LaRue, LLC
N/A—3,054-3,054-100%$1.0M———
Main Street Financial Solutions, LLC
N/A—3,044-3,044-100%$1.0M———
L2 Asset Management, LLC
N/A—3,041-3,041-100%$1.0M———
Ulysses Management LLC
N/A—3,000-3,000-100%$1.0M———
Capstone Investment Advisors, LLC
N/A—2,974-2,974-100%$1.0M———
Continuum Advisory, LLC
N/A—2,935-2,935-100%$992.8K———
Mayflower Financial Advisors, LLC
N/A—2,907-2,907-100%$983.4K———
Guardian Wealth Advisors, LLC / NC
N/A—2,888-2,888-100%$976.8K———
Tiaa Trust, National Association
N/A—2,863-2,863-100%$968.4K———
Legacy Financial Advisors, Inc.
N/A—2,855-2,855-100%$965.7K———
Schnieders Capital Management, Llc.
N/A—2,813-2,813-100%$951.6K———
Brevan Howard Capital Management LP
N/A—2,805-2,805-100%$948.8K———
Pursue Wealth Partners LLC
N/A—2,800-2,800-100%$947.1K———
Defiance ETFs, LLC
N/A—2,793-2,793-100%$969.3K———
Hobbs Group Advisors, LLC
N/A—2,783-2,783-100%$941.4K———
Rothschild Wealth LLC
N/A—2,779-2,779-100%$940.1K———
Hantz Financial Services, Inc.
N/A—2,741-2,741-100%$927.0K———
Navellier & Associates Inc
N/A—2,726-2,726-100%$922.1K———
Bamco Inc
N/A—2,700-2,700-100%$913.3K———
Fortune Financial Advisors, LLC
N/A—2,693-2,693-100%$910.8K———
Old North State Trust, LLC
N/A—2,685-2,685-100%$908.0K———
RFP Financial Group LLC
N/A—2,674-2,674-100%$904.6K———
Waddell & Associates, LLC
N/A—2,662-2,662-100%$900.4K———
Kintra Wealth, LLC
N/A—2,654-2,654-100%$912.1K———
Borer Denton & Associates, Inc.
N/A—2,637-2,637-100%$891.9K———
Donaldson Capital Management, LLC
N/A—2,637-2,637-100%$892.0K———
Millington Financial Advisors, LLC
N/A—2,618-2,618-100%$930.4K———
Transcend Capital Advisors, LLC
N/A—2,617-2,617-100%$885.0K———
AFT, Forsyth & Company, Inc.
N/A—2,616-2,616-100%$884.9K———
First National Bank of Hutchinson
N/A—2,611-2,611-100%$883.2K———
Fortress Private Ledger, LLC
N/A—2,600-2,600-100%$879.5K———
Sandler Capital Management
N/A—2,588-2,588-100%$875.4K———
Twin Lakes Capital Management, LLC
N/A—2,530-2,530-100%$855.6K———
Keystone Financial Group
N/A—2,514-2,514-100%$850.3K———
Palogic Value Management, L.P.
N/A—2,506-2,506-100%$847.7K———
Alphadyne Asset Management LP
N/A—2,501-2,501-100%$846.0K———
Basepoint Wealth LLC
N/A—2,498-2,498-100%$845.0K———
Perennial Investment Advisors, LLC
N/A—2,484-2,484-100%$840.6K———
Maridea Wealth Management LLC
N/A—2,474-2,474-100%$836.7K———
Keebeck Wealth Management
N/A—2,460-2,460-100%$832.1K———
Brookwood Investment Group LLC
N/A—2,451-2,451-100%$829.0K———
Lavaca Capital LLC
N/A—2,437-2,437-100%$824.3K———
Coign Capital Advisors LLC
N/A—2,431-2,431-100%$822.3K———
Stonebridge Financial Group, LLC
N/A—2,427-2,427-100%$820.0K———
Marietta Investment Partners LLC
N/A—2,423-2,423-100%$819.6K———
LM Advisors LLC
N/A—2,423-2,423-100%$819.0K———
Delta Investment Management, LLC
N/A—2,412-2,412-100%$815.9K———
Drucker Wealth 3.0, LLC
N/A—2,410-2,410-100%$815.0K———
Purpose Unlimited Inc.
N/A—2,400-2,400-100%$811.8K———
CoreFirst Bank & Trust
N/A—2,393-2,393-100%$809.4K———
One Wealth Advisors, LLC
N/A—2,388-2,388-100%$807.7K———
Sierra Capital LLC
N/A—2,386-2,386-100%$807.1K———
Summit Wealth Partners, LLC
N/A—2,382-2,382-100%$805.7K———
FWL Investment Management, LLC
N/A—2,376-2,376-100%$803.7K———
Bristol John W & Co Inc
N/A—2,351-2,351-100%$795.2K———
Trustmark Bank Trust Department
N/A—2,343-2,343-100%$792.5K———
Millstone Evans Group, LLC
N/A—2,342-2,342-100%$792.2K———
Meridian Wealth Advisors, LLC
N/A—2,337-2,337-100%$790.5K———
Empirical Asset Management, LLC
N/A—2,333-2,333-100%$789.3K———
Centennial Bank
N/A—2,331-2,331-100%$788.5K———
Monetary Management Group Inc
N/A—2,325-2,325-100%$786.4K———
Davis R M Inc
N/A—2,323-2,323-100%$785.7K———
Round Rock Advisors LLC
N/A—2,316-2,316-100%$783.3K———
Palisades Hudson Asset Management, L.P.
N/A—2,315-2,315-100%$782.0K———
Sovereign Financial Group, Inc.
N/A—2,312-2,312-100%$781.9K———
Quantum Portfolio Management LLC
N/A—2,287-2,287-100%$773.6K———
TRB Wealth Management, LLC
N/A—2,282-2,282-100%$771.9K———
Catalyst Funds Management Pty Ltd
N/A—2,281-2,281-100%$771.5K———
Blalock Williams, LLC
N/A—2,275-2,275-100%$769.5K———
Group One Trading LLC
N/A—2,263-2,263-100%$765.5K———
Consultiva Wealth Management, Corp.
N/A—2,262-2,262-100%$765.1K———
All Terrain Financial Advisors, LLC
N/A—2,259-2,259-100%$764.1K———
Capital Group Investment Management Pte. Ltd.
N/A—2,204-2,204-100%$745.5K———
Berger Financial Group, Inc
N/A—2,194-2,194-100%$742.2K———
Edmond de Rothschild Holding S.A.
N/A—2,178-2,178-100%$736.7K———
Wellspring Financial Advisors, LLC
N/A—2,171-2,171-100%$734.5K———
Kane Investment Management, Inc.
N/A—2,169-2,169-100%$733.6K———
Westmount Partners, LLC
N/A—2,163-2,163-100%$731.8K———
Lansing Street Advisors
N/A—2,162-2,162-100%$731.3K———
Alteri Wealth LLC
N/A—2,148-2,148-100%$726.5K———
Addison Capital Co
N/A—2,144-2,144-100%$725.2K———
Keel Point, LLC
N/A—2,143-2,143-100%$724.9K———
Shufro Rose & Co LLC
N/A—2,142-2,142-100%$724.5K———
Members Trust Co
N/A—2,139-2,139-100%$723.5K———
one8zero8, LLC
N/A—2,130-2,130-100%$720.5K———
Clarendon Private LLC
N/A—2,097-2,097-100%$709.3K———
Pitcairn Wealth Advisors LLC
N/A—2,096-2,096-100%$709.2K———
Oversea-Chinese Banking Corp Ltd
N/A—2,095-2,095-100%$711.2K———
Compass Capital Corp
N/A—2,086-2,086-100%$710.8K———
Ranch Capital Advisors Inc.
N/A—2,058-2,058-100%$696.0K———
Clear Street Group Inc.
N/A—2,044-2,044-100%$691.4K———
KKM Financial LLC
N/A—2,043-2,043-100%$691.0K———
Capital Markets Trading UK LLP
N/A—2,030-2,030-100%$687.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—2,016-2,016-100%$682.0K———
BFC Planning, Inc.
N/A—2,014-2,014-100%$681.4K———
Birnam Oak Advisors, LP
N/A—2,000-2,000-100%$676.5K———
Harbor Advisors LLC
N/A—2,000-2,000-100%$676.5K———
Financial Engines Advisors L.L.C.
N/A—1,998-1,998-100%$675.8K———
Harvest Fund Management Co., Ltd
N/A—1,996-1,996-100%$675.0K———
E Fund Management Co., Ltd.
N/A—1,993-1,993-100%$674.1K———
Oxbow Advisors, LLC
N/A—1,978-1,978-100%$669.1K———
RNC Capital Management LLC
N/A—1,960-1,960-100%$663.0K———
Palumbo Wealth Management LLC
N/A—1,951-1,951-100%$659.9K———
Tripletail Wealth Management, LLC
N/A—1,949-1,949-100%$686.0K———
Independent Family Office, LLC
N/A—1,932-1,932-100%$653.5K———
Ballast Advisors LLC
N/A—1,926-1,926-100%$651.5K———
Steigerwald, Gordon & Koch Inc.
N/A—1,914-1,914-100%$647.4K———
TFR Capital, Llc.
N/A—1,902-1,902-100%$643.4K———
Wittenberg Investment Management, Inc.
N/A—1,900-1,900-100%$642.7K———
Prairieview Wealth Partners, LLC
N/A—1,889-1,889-100%$639.0K———
Waterloo Capital, L.P.
N/A—1,887-1,887-100%$638.3K———
LaSalle St. Investment Advisors, LLC
N/A—1,887-1,887-100%$638.1K———
Stonebridge Capital Advisors LLC
N/A—1,887-1,887-100%$638.2K———
Pettyjohn, Wood & White, Inc
N/A—1,870-1,870-100%$632.5K———
Tiemann Investment Advisors, LLC
N/A—1,868-1,868-100%$631.9K———
Nwam LLC
N/A—1,843-1,843-100%$623.6K———
First National Bank of Omaha
N/A—1,826-1,826-100%$617.6K———
Capstone Financial Advisors, Inc.
N/A—1,821-1,821-100%$615.9K———
Arbor Trust Wealth Advisors, LLC
N/A—1,812-1,812-100%$613.0K———
Truvestments Capital LLC
N/A—1,799-1,799-100%$608.4K———
Trillium Asset Management, LLC
N/A—1,791-1,791-100%$605.8K———
Cary Street Partners Investment Advisory LLC
N/A—1,772-1,772-100%$599.4K———
Z3 Capital Partners, LLC
N/A—1,768-1,768-100%$598.0K———
Aigen Investment Management, LP
N/A—1,759-1,759-100%$595.0K———
Legend Capital Advisors LLC
N/A—1,757-1,757-100%$594.3K———
Everpar Advisors LLC
N/A—1,746-1,746-100%$590.7K———
Trivium Point Advisory, LLC
N/A—1,736-1,736-100%$587.2K———
Calton & Associates, Inc.
N/A—1,726-1,726-100%$583.9K———
Security National Bank of SO DAK
N/A—1,700-1,700-100%$575.0K———
Warner Group LLC
N/A—1,699-1,699-100%$574.6K———
Phillips Wealth Planners LLC
N/A—1,697-1,697-100%$593.2K———
Severin Investments, LLC
N/A—1,696-1,696-100%$573.5K———
PCM Encore, LLC
N/A—1,683-1,683-100%$569.4K———
Motco
N/A—1,673-1,673-100%$565.9K———
OneAscent Family Office, LLC
N/A—1,673-1,673-100%$566.0K———
Liberty Wealth Management LLC
N/A—1,673-1,673-100%$506.0K———
Wealthspire Retirement, LLC
N/A—1,672-1,672-100%$565.6K———
Allred Capital Management, LLC
N/A—1,669-1,669-100%$564.4K———
Boothbay Fund Management, LLC
N/A—1,660-1,660-100%$561.5K———
Foster & Motley Inc
N/A—1,647-1,647-100%$557.0K———
Ancora Advisors LLCA
N/A—1,643-1,643-100%$555.6K———
Sandy Cove Advisors, LLC
N/A—1,640-1,640-100%$554.6K———
Acorns Advisers, LLC
N/A—1,640-1,640-100%$555.0K———
Kelman-Lazarov, Inc.
N/A—1,638-1,638-100%$554.1K———
Wealthquest Corp
N/A—1,637-1,637-100%$553.7K———
Tyche Wealth Partners LLC
N/A—1,636-1,636-100%$553.4K———
Corus Family Wealth Advisors
N/A—1,632-1,632-100%$552.0K———
Rockbridge Investment Management, LCC
N/A—1,627-1,627-100%$550.3K———
Integrated Investment Consultants, LLC
N/A—1,601-1,601-100%$541.5K———
Campbell & Co Investment Adviser LLC
N/A—1,584-1,584-100%$535.8K———
Optimize Financial Inc.
N/A—1,577-1,577-100%$533.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,577-1,577-100%$533.5K———
Parkwoods Wealth Partners, LLC
N/A—1,577-1,577-100%$533.4K———
Sound Capital Solutions LLC
N/A—1,577-1,577-100%$533.4K———
Ethos Financial Group, LLC
N/A—1,576-1,576-100%$523.9K———
CVA Family Office, LLC
N/A—1,575-1,575-100%$532.9K———
Kapstone Financial Advisors LLC
N/A—1,572-1,572-100%$531.7K———
Planning Alternatives LTD
N/A—1,571-1,571-100%$531.5K———
MJP Associates Inc
N/A—1,569-1,569-100%$530.6K———
Fairfield, Bush & Co.
N/A—1,568-1,568-100%$530.4K———
Drive Wealth Management, LLC
N/A—1,566-1,566-100%$529.6K———
Vantus Wealth LLC
N/A—1,555-1,555-100%$526.0K———
Optas, LLC
N/A—1,548-1,548-100%$523.6K———
Mirabella Financial Services LLP
N/A—1,546-1,546-100%$522.9K———
Centric Wealth Management
N/A—1,543-1,543-100%$492.6K———
Delta Asset Management LLC
N/A—1,538-1,538-100%$520.2K———
Osterweis Capital Management Inc
N/A—1,515-1,515-100%$512.4K———
West Family Investments, Inc.
N/A—1,509-1,509-100%$510.4K———
CSM Advisors, LLC
N/A—1,507-1,507-100%$510.0K———
Fukoku Mutual Life Insurance Co
N/A—1,504-1,504-100%$508.7K———
Jaffetilchin Investment Partners, LLC
N/A—1,504-1,504-100%$508.8K———
Wimmer Associates 1, LLC
N/A—1,500-1,500-100%$507.4K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,497-1,497-100%$506.4K———
Fora Capital, LLC
N/A—1,488-1,488-100%$503.1K———
Spahn Wealth & Retirement LLC
N/A—1,488-1,488-100%$503.3K———
Lcnb Corp
N/A—1,483-1,483-100%$501.6K———
Centaurus Financial, Inc.
N/A—1,460-1,460-100%$494.0K———
Cyber Hornet ETFs LLC
N/A—1,450-1,450-100%$490.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,446-1,446-100%$489.0K———
East Coast Asset Management, Llc.
N/A—1,442-1,442-100%$487.8K———
Northwest Bancshares, Inc.
N/A—1,439-1,439-100%$486.7K———
Mendel Capital Management LLC
N/A—1,429-1,429-100%$483.4K———
Redwood Investment Management, LLC
N/A—1,423-1,423-100%$481.0K———
Regal Investment Advisors LLC
N/A—1,399-1,399-100%$473.2K———
GWN Securities Inc.
N/A—1,394-1,394-100%$471.6K———
Heritage Wealth Advisors
N/A—1,392-1,392-100%$470.8K———
Legato Capital Management LLC
N/A—1,384-1,384-100%$468.1K———
Prudent Investors Network, Inc.
N/A—1,377-1,377-100%$465.8K———
Prosperity Bancshares Inc
N/A—1,376-1,376-100%$465.4K———
Prospect Hill Management, LLC
N/A—1,375-1,375-100%$465.1K———
Wrapmanager Inc
N/A—1,375-1,375-100%$465.4K———
HHM Wealth Advisors, LLC
N/A—1,369-1,369-100%$463.1K———
OneAscent Wealth Management LLC
N/A—1,358-1,358-100%$459.3K———
Sienna Gestion
N/A—1,357-1,357-100%$467.7K———
Groupama Asset Managment
N/A—1,354-1,354-100%$458.7K———
Keating Financial Advisory Services, Inc.
N/A—1,350-1,350-100%$456.6K———
Tower Wealth Partners, Inc.
N/A—1,344-1,344-100%$454.6K———
17 Capital Partners, LLC
N/A—1,343-1,343-100%$454.3K———
Richard W. Paul & Associates, LLC
N/A—1,340-1,340-100%$453.2K———
Sittner & Nelson, LLC
N/A—1,338-1,338-100%$452.6K———
Wealth Management Associates, Inc.
N/A—1,338-1,338-100%$452.5K———
Houlihan Financial Resource Group, Ltd.
N/A—1,335-1,335-100%$451.6K———
Horizon Kinetics Asset Management LLC
N/A—1,306-1,306-100%$441.8K———
Westwood Holdings Group Inc
N/A—1,297-1,297-100%$438.7K———
Range Advisory, LLC
N/A—1,290-1,290-100%$436.4K———
Southeast Asset Advisors, LLC
N/A—1,289-1,289-100%$436.0K———
BTC Capital Management, Inc.
N/A—1,284-1,284-100%$434.3K———
Libra Wealth LLC
N/A—1,268-1,268-100%$428.9K———
Fiduciary Financial Advisors
N/A—1,264-1,264-100%$424.3K———
Index Technologies Group LLC
N/A—1,263-1,263-100%$427.2K———
Sharp Wealth Advisory, LLC
N/A—1,248-1,248-100%$422.1K———
Birchcreek Wealth Management, LLC
N/A—1,245-1,245-100%$421.1K———
Capital Advisors Inc
N/A—1,242-1,242-100%$420.0K———
Cornerstone Capital, Inc.
N/A—1,242-1,242-100%$420.1K———
Smith, Moore & Co.
N/A—1,240-1,240-100%$419.4K———
Sfmg, LLC
N/A—1,235-1,235-100%$417.9K———
Tanglewood Legacy Advisors, LLC
N/A—1,235-1,235-100%$417.7K———
Claret Asset Management Corp
N/A—1,227-1,227-100%$415.0K———
Fieldview Capital Management, LLC
N/A—1,211-1,211-100%$409.6K———
Ruggaard & Associates LLC
N/A—1,210-1,210-100%$409.3K———
North Dallas Bank & Trust Co
N/A—1,207-1,207-100%$408.3K———
Ascension Capital Advisors, Inc.
N/A—1,206-1,206-100%$407.9K———
Peak6 LLC
N/A—1,192-1,192-100%$403.2K———
New Republic Capital, LLC
N/A—1,192-1,192-100%$403.4K———
Lafayette Investments, Inc.
N/A—1,186-1,186-100%$401.1K———
Joule Financial, LLC
N/A—1,181-1,181-100%$399.5K———
Clifford Group, LLC
N/A—1,178-1,178-100%$398.5K———
Aberdeen Wealth Management LLC
N/A—1,171-1,171-100%$396.1K———
Colonial Trust Advisors
N/A—1,169-1,169-100%$395.4K———
Astoria Portfolio Advisors Llc.
N/A—1,153-1,153-100%$390.0K———
Intrust Bank NA
N/A—1,148-1,148-100%$388.3K———
Alta Wealth Advisors LLC
N/A—1,148-1,148-100%$388.3K———
Liberty Square Wealth Partners LLC
N/A—1,144-1,144-100%$387.0K———
Strait & Sound Wealth Management LLC
N/A—1,137-1,137-100%$384.6K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,137-1,137-100%$384.6K———
Mission Creek Capital Partners, Inc.
N/A—1,136-1,136-100%$384.2K———
Twin Peaks Wealth Advisors, LLC
N/A—1,128-1,128-100%$381.7K———
Sand Hill Global Advisors, LLC
N/A—1,121-1,121-100%$379.2K———
GatePass Capital, LLC
N/A—1,120-1,120-100%$378.8K———
Khazanah Nasional Berhad
N/A—1,118-1,118-100%$378.2K———
Seaview Investment Managers LLC
N/A—1,116-1,116-100%$377.5K———
Peak Retirement Planning, Inc.
N/A—1,098-1,098-100%$371.5K———
NorthStar Asset Management LLC
N/A—1,097-1,097-100%$371.2K———
Transamerica Financial Advisors, LLC
N/A—1,096-1,096-100%$370.9K———
Performance Wealth Partners, LLC
N/A—1,093-1,093-100%$369.8K———
Engineers Gate Manager LP
N/A—1,081-1,081-100%$365.6K———
Mayport, LLC
N/A—1,080-1,080-100%$365.2K———
Providence Capital Advisors, LLC
N/A—1,070-1,070-100%$361.9K———
Bouchey Financial Group, Ltd.
N/A—1,054-1,054-100%$356.5K———
Plotkin Financial Advisors, LLC
N/A—1,052-1,052-100%$355.8K———
Northwest Quadrant Wealth Management, LLC
N/A—1,052-1,052-100%$356.0K———
Burling Wealth Partners, LLC
N/A—1,051-1,051-100%$355.5K———
Itau Unibanco Holding S.A.
N/A—1,050-1,050-100%$355.2K———
Vista Investment Management
N/A—1,048-1,048-100%$354.5K———
Roble, Belko & Company, Inc
N/A—1,042-1,042-100%$352.0K———
Leith Wheeler Investment Counsel Ltd.
N/A—1,040-1,040-100%$351.8K———
Phoenix Financial Ltd.
N/A—1,030-1,030-100%$347.4K———
Kiley Juergens Wealth Management, LLC
N/A—1,028-1,028-100%$347.7K———
Stembrook Asset Management, LLC
N/A—1,028-1,028-100%$347.7K———
Alesco Advisors, LLC, An ESL Co
N/A—1,023-1,023-100%$346.0K———
Ponta Wealth Partners, LLC
N/A—1,020-1,020-100%$345.0K———
Caerus Investment Advisors, LLC
N/A—1,019-1,019-100%$344.7K———
PCB Capital LLC
N/A—1,015-1,015-100%$343.4K———
Oxford Financial Group, Ltd. LLC
N/A—1,011-1,011-100%$342.1K———
Greenwich Wealth Management LLC
N/A—1,009-1,009-100%$341.0K———
Mosaic Family Wealth Partners, LLC
N/A—1,006-1,006-100%$340.3K———
Arkos Global Advisors
N/A—1,006-1,006-100%$340.0K———
New Age Alpha Advisors, LLC
N/A—1,005-1,005-100%$339.9K———
Navera Investment Management Ltd.
N/A—1,000-1,000-100%$338.3K———
Aurdan Capital Management, LLC
N/A—1,000-1,000-100%$338.3K———
Investment Advisory Group, LLC
N/A—1,000-1,000-100%$338.3K———
Farringdon Capital, Ltd.
N/A—998-998-100%$337.6K———
Johnson Financial Group, Inc.
N/A—997-997-100%$337.2K———
LRI Investments, LLC
N/A—986-986-100%$333.4K———
American Trust
N/A—985-985-100%$333.2K———
Act Two Investors LLC
N/A—979-979-100%$331.1K———
Garrison Point Advisors, LLC
N/A—970-970-100%$328.1K———
Seeds Investor LLC
N/A—969-969-100%$327.7K———
FourThought Financial Partners, LLC
N/A—966-966-100%$326.7K———
FLC Capital Advisors
N/A—955-955-100%$323.0K———
Bellwether Advisors, LLC
N/A—954-954-100%$322.7K———
OneAscent Investment Solutions LLC
N/A—952-952-100%$322.0K———
Vance Wealth, LLC
N/A—950-950-100%$321.4K———
HC Advisors, LLC
N/A—946-946-100%$320.3K———
South Street Advisors LLC
N/A—938-938-100%$317.3K———
Ruane, Cunniff & Goldfarb L.P.
N/A—932-932-100%$315.2K———
Thompson David Blair
N/A—931-931-100%$314.9K———
North Star Asset Management Inc
N/A—931-931-100%$314.9K———
Hyperion Capital Advisors LP
N/A—930-930-100%$314.6K———
German American Bancorp, Inc.
N/A—927-927-100%$313.6K———
Per Stirling Capital Management, Llc.
N/A—926-926-100%$313.2K———
Athena Investment Management
N/A—924-924-100%$312.5K———
Innovative Asset Advisors Group, LLC
N/A—912-912-100%$308.5K———
FWG Holdings, LLC
N/A—910-910-100%$296.8K———
Core Wealth Advisors, Inc.
N/A—904-904-100%$305.8K———
Becker Capital Management Inc
N/A—892-892-100%$301.7K———
CNB Bank
N/A—889-889-100%$300.7K———
Klcm Advisors, Inc.
N/A—883-883-100%$298.5K———
Dearborn Partners LLC
N/A—880-880-100%$297.7K———
Granite Harbor Advisors, Inc.
N/A—873-873-100%$295.3K———
UP Strategic Wealth Investment Advisors LLC
N/A—871-871-100%$304.0K———
Lumbard & Kellner, LLC
N/A—870-870-100%$294.3K———
Olde Wealth Management, LLC
N/A—870-870-100%$294.0K———
Bollard Group LLC
N/A—865-865-100%$293.0K———
Goepper Burkhardt LLC
N/A—850-850-100%$287.5K———
IMA Advisory Services, Inc.
N/A—849-849-100%$287.2K———
BlueStem Wealth Partners, LLC
N/A—848-848-100%$286.7K———
Orion Capital Management LLC
N/A—840-840-100%$284.1K———
OakTrust Wealth Advisors, LLC
N/A—837-837-100%$283.1K———
Voya Financial Advisors, Inc.
N/A—836-836-100%$285.0K———
Buffalo Business & Estate Services LTD
N/A—819-819-100%$277.1K———
EWA, LLC
N/A—813-813-100%$275.0K———
1832 Asset Management L.P.
N/A—813-813-100%$275.0K———
Pointe Capital Management LLC
N/A—810-810-100%$274.0K———
Xcelsior Advisor Partners LLC
N/A—810-810-100%$274.0K———
AlphaGrep UK Ltd
N/A—808-808-100%$273.3K———
Sivia Capital Partners, LLC
N/A—804-804-100%$272.0K———
Atlas Wealth LLC
N/A—804-804-100%$272.0K———
Wexford Capital LP
N/A—800-800-100%$270.6K———
Boston Research & Management Inc
N/A—800-800-100%$270.6K———
Knollwood Investment Advisory, LLC
N/A—800-800-100%$270.6K———
Ducere Wealth Management LLC
N/A—799-799-100%$270.1K———
Gallagher Fiduciary Advisors, LLC
N/A—799-799-100%$270.4K———
Van Hulzen Asset Management, LLC
N/A—796-796-100%$269.2K———
Goldstone Financial Group, LLC
N/A—793-793-100%$268.4K———
Prostatis Group LLC
N/A—783-783-100%$265.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—781-781-100%$264.2K———
Dynamic Technology Lab Private Ltd
N/A—768-768-100%$260.0K———
Farmers National Bank
N/A—768-768-100%$259.8K———
Brio Consultants, LLC
N/A—766-766-100%$259.1K———
Hexagon Capital Partners LLC
N/A—762-762-100%$257.9K———
Saiph Capital, LLC
N/A—762-762-100%$257.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—760-760-100%$257.1K———
King Wealth Management Group
N/A—754-754-100%$255.0K———
Winning Points Advisors, LLC
N/A—750-750-100%$253.7K———
Lbmc Investment Advisors, LLC
N/A—750-750-100%$253.7K———
Ellenbecker Investment Group
N/A—749-749-100%$253.6K———
Consilio Wealth Advisors, LLC
N/A—749-749-100%$253.3K———
Proactive Wealth Strategies LLC
N/A—748-748-100%$252.9K———
Nvest Financial, LLC
N/A—740-740-100%$250.4K———
Summitry LLC
N/A—739-739-100%$250.0K———
Empire Financial Management Company, LLC
N/A—739-739-100%$250.0K———
Van Diest Capital, LLC
N/A—738-738-100%$249.8K———
SHP Wealth Management
N/A—737-737-100%$249.1K———
Bogart Wealth, LLC
N/A—737-737-100%$249.2K———
FAS Wealth Partners, Inc.
N/A—734-734-100%$248.3K———
DV Trading LLC
N/A—732-732-100%$247.6K———
CTC Alternative Strategies, Ltd.
N/A—720-720-100%$243.5K———
Pine Harbor Wealth Management, LLC
N/A—720-720-100%$243.5K———
Novare Capital Management LLC
N/A—716-716-100%$242.2K———
Strategies Wealth Advisors, LLC
N/A—716-716-100%$242.0K———
Snowwater Investment Partners, LLC
N/A—716-716-100%$242.2K———
Tidemark, LLC
N/A—715-715-100%$241.8K———
Legacy Wealth Advisors, LLC
N/A—709-709-100%$239.8K———
American Financial Advisors, LLC
N/A—708-708-100%$239.4K———
South Plains Financial, Inc.
N/A—708-708-100%$239.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—708-708-100%$239.3K———
J. Goldman & Co LP
N/A—700-700-100%$236.8K———
Alan B Lancz & Associates, Inc.
N/A—700-700-100%$236.8K———
CM Wealth Advisors LLC
N/A—695-695-100%$235.1K———
Retirement Income Solutions, Inc
N/A—695-695-100%$210.2K———
Prestige Wealth Management Group LLC
N/A—689-689-100%$233.1K———
Jackson Thornton Wealth Management, LLC
N/A—689-689-100%$233.1K———
Wulff, Hansen & Co.
N/A—686-686-100%$232.0K———
Wall Street Financial Group, Inc.
N/A—682-682-100%$230.7K———
Pallas Capital Advisors LLC
N/A—679-679-100%$229.8K———
BBR Partners, LLC
N/A—676-676-100%$228.7K———
Planning Directions Inc
N/A—671-671-100%$227.0K———
Portland Global Advisors LLC
N/A—671-671-100%$227.0K———
Canal Capital Management, LLC
N/A—670-670-100%$226.7K———
Intesa Sanpaolo S.p.A.
N/A—670-670-100%$226.6K———
Resurgent Financial Advisors LLC
N/A—669-669-100%$226.4K———
Harvest Investment Services, LLC
N/A—666-666-100%$225.3K———
Talisman Wealth Advisors LLC
N/A—666-666-100%$225.1K———
Peregrine Asset Advisers, Inc.
N/A—660-660-100%$223.2K———
Buckley Wealth Management, LLC
N/A—655-655-100%$221.6K———
Eldridge Investment Advisors, Inc.
N/A—652-652-100%$220.5K———
Daner Wealth Management, LLC
N/A—650-650-100%$223.4K———
Front Street Capital Management, Inc.
N/A—650-650-100%$219.9K———
PMG Wealth Management, Inc.
N/A—650-650-100%$219.9K———
Omnia Family Wealth, LLC
N/A—649-649-100%$219.5K———
Aegis Wealth Management LLC
N/A—649-649-100%$219.5K———
Wellington-Altus USA Inc.
N/A—648-648-100%$196.0K———
Atlas Capital Advisors Inc.
N/A—647-647-100%$218.8K———
Seneca House Advisors
N/A—646-646-100%$218.5K———
Second Half Financial Partners, LLC
N/A—646-646-100%$218.5K———
Octavia Wealth Advisors, LLC
N/A—643-643-100%$217.6K———
First American Trust, FSB
N/A—643-643-100%$217.4K———
FSA Advisors, Inc.
N/A—642-642-100%$217.2K———
WealthCollab, LLC
N/A—638-638-100%$215.8K———
Wayfinding Financial, LLC
N/A—637-637-100%$215.0K———
Signet Private Wealth LLC
N/A—634-634-100%$214.6K———
Strategic Financial Services, Inc.
N/A—628-628-100%$212.4K———
New World Advisors LLC
N/A—627-627-100%$212.1K———
BlackDiamond Wealth Management, LLC
N/A—616-616-100%$208.7K———
Hilltop Partners LLC
N/A—615-615-100%$208.0K———
Regimen Wealth, LLC
N/A—611-611-100%$206.8K———
Permanens Capital L.P.
N/A—608-608-100%$205.7K———
Generations Wealth, LLC
N/A—604-604-100%$204.3K———
Orion Investment Co
N/A—600-600-100%$203.0K———
Pinnacle Family Advisors, LLC
N/A—600-600-100%$203.0K———
Aspen Capital Management, LLC
N/A—595-595-100%$201.3K———
N.E.W. Advisory Services LLC
N/A—595-595-100%$201.3K———
M3 Advisory Group, LLC
N/A—591-591-100%$200.0K———
JPL Wealth Management, LLC
N/A—586-586-100%$198.2K———
Strategic Investment Solutions, Inc.
N/A—579-579-100%$195.6K———
Ameriflex Group, Inc.
N/A—547-547-100%$185.1K———
VSM Wealth Advisory, LLC
N/A—533-533-100%$180.3K———
Strive Financial Group,LLC
N/A—533-533-100%$180.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—531-531-100%$179.7K———
Park Place Capital Corp
N/A—527-527-100%$178.3K———
Vision Retirement, LLC
N/A—500-500-100%$169.3K———
Sankala Group LLC
N/A—482-482-100%$163.2K———
Cheviot Value Management, LLC
N/A—475-475-100%$160.7K———
Medallion Wealth Advisors, LLC
N/A—474-474-100%$160.4K———
Tradewinds, Llc.
N/A—457-457-100%$656.7K———
Beaird Harris Wealth Management, LLC
N/A—445-445-100%$150.7K———
Regatta Research & Money Management
N/A—427-427-100%$144.0K———
Aviso Financial Inc.
N/A—417-417-100%$141.1K———
Bruce G. Allen Investments, LLC
N/A—408-408-100%$138.0K———
GW&K Investment Management, LLC
N/A—401-401-100%$136.0K———
Field & Main Bank
N/A—400-400-100%$135.3K———
PlanVest Financial, Inc
N/A—395-395-100%$133.6K———
Allied Private Wealth LLC
N/A—370-370-100%$124.5K———
Hollencrest Capital Management
N/A—359-359-100%$121.3K———
Bernard Wealth Management Corp.
N/A—350-350-100%$118.4K———
MRP Capital Investments, LLC
N/A—350-350-100%$118.4K———
Kerr Financial Planning Corp
N/A—341-341-100%$115.2K———
Leo H. Evart, Inc.
N/A—318-318-100%$107.6K———
Crews Bank & Trust
N/A—312-312-100%$105.5K———
Atlantic Private Wealth, LLC
N/A—302-302-100%$102.0K———
Rowlandmiller & Partners.adv
N/A—300-300-100%$101.5K———
Graney & King, LLC
N/A—294-294-100%$99.5K———
Boreal Capital Management LLC
N/A—286-286-100%$96.7K———
Security National Bank of Sioux City Iowa
N/A—283-283-100%$95.7K———
Glen Eagle Advisors, LLC
N/A—280-280-100%$94.6K———
Sachetta, LLC
N/A—277-277-100%$93.6K———
Greykasell Wealth Strategies, Inc.
N/A—270-270-100%$91.3K———
Wiser Advisor Group LLC
N/A—267-267-100%$90.3K———
Tacita Capital Inc
N/A—250-250-100%$84.6K———
Hurricane Capital Advisors LLC
N/A—244-244-100%$82.5K———
Capula Management Ltd
N/A—231-231-100%$78.1K———
Mcguire Capital Advisors Inc
N/A—220-220-100%$74.4K———
Rialto Wealth Management, LLC
N/A—220-220-100%$74.4K———
Dunhill Financial, LLC
N/A—210-210-100%$71.3K———
Raffa Wealth Management, LLC
N/A—208-208-100%$70.5K———
Kilter Group LLC
N/A—204-204-100%$69.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—203-203-100%$68.7K———
1 North Wealth Services LLC
N/A—190-190-100%$64.3K———
S&T Bank
N/A—184-184-100%$62.2K———
Bank of the Bluegrass & Trust Co.
N/A—177-177-100%$53.8K———
Kemnay Advisory Services Inc.
N/A—171-171-100%$57.8K———
Riverview Trust Co
N/A—169-169-100%$57.2K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—167-167-100%$56.5K———
Elequin Capital, LP
N/A—164-164-100%$55.5K———
Loomis Sayles & Co L P
N/A—160-160-100%$54.1K———
Dogwood Wealth Management LLC
N/A—157-157-100%$53.1K———
1015 Capital Partners, LLC
N/A—157-157-100%$53.1K———
Ogorek Anthony Joseph
N/A—156-156-100%$52———
Chelsea Counsel Co
N/A—150-150-100%$50.7K———
Meramec Financial Planners, LLC
N/A—143-143-100%$47.8K———
Financial Life Planners
N/A—131-131-100%$44.3K———
Abound Financial, LLC
N/A—112-112-100%$38.0K———
Meeder Asset Management Inc
N/A—107-107-100%$36.2K———
Ross\johnson & Associates LLC
N/A—100-100-100%$33.8K———
Avalon Trust Co
N/A—100-100-100%$33.8K———
Elkhorn Partners Limited Partnership
N/A—100-100-100%$33.8K———
Walsh & Associates, LLC
N/A—100-100-100%$33.8K———
Frazier Financial Advisors, LLC
N/A—99-99-100%$33.5K———
Cornerstone Financial Management LLC
N/A—88-88-100%$29.8K———
Measured Wealth Private Client Group, LLC
N/A—83-83-100%$28.1K———
Quarry LP
N/A—82-82-100%$27.7K———
Atomic Invest LLC
N/A—77-77-100%$26.1K———
Estabrook Capital Management
N/A—71-71-100%$24.0K———
Anchor Bay Capital, Inc.
N/A—69-69-100%$23.5K———
Delos Wealth Advisors, LLC
N/A—68-68-100%$23.0K———
Synergy Investment Management, LLC
N/A—66-66-100%$21.9K———
Swan Capital LLC
N/A—64-64-100%$21.5K———
Turim 21 Investimentos Ltda.
N/A—63-63-100%$21.3K———
Manning & Napier Advisors LLC
N/A—58-58-100%$19.8K———
Rogco, LP
N/A—56-56-100%$18.9K———
Philadelphia Investment Partners, LLC
N/A—54-54-100%$18.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—50-50-100%$16.9K———
ESL Trust Services, LLC
N/A—50-50-100%$16.9K———
Burnham & Co LLC
N/A—50-50-100%$16.9K———
Marshall Investment Management, LLC
N/A—37-37-100%$12.5K———
Godfrey Financial Associates, Inc.
N/A—37-37-100%$12.5K———
BOK Financial Private Wealth, Inc.
N/A—37-37-100%$12.5K———
Corsicana & Co.
N/A—36-36-100%$12.2K———
Imprint Wealth LLC
N/A—35-35-100%$11.8K———
Park Square Financial Group, LLC
N/A—34-34-100%$11.5K———
Caitlin John, LLC
N/A—32-32-100%$10.7K———
HighMark Wealth Management LLC
N/A—32-32-100%$10.8K———
Operose Advisors LLC
N/A—30-30-100%$10.1K———
Financial Gravity Companies, Inc.
N/A—29-29-100%$9.8K———
Proffitt & Goodson Inc
N/A—28-28-100%$9.5K———
LGT Financial Advisors LLC
N/A—27-27-100%$9.1K———
HFM Investment Advisors, LLC
N/A—25-25-100%$8.5K———
Mark Sheptoff Financial Planning, LLC
N/A—21-21-100%$7.1K———
Mpwm Advisory Solutions, LLC
N/A—21-21-100%$7.1K———
Nova Wealth Management, Inc.
N/A—19-19-100%$6.4K———
Bravera Wealth
N/A—16-16-100%$5.4K———
Oakmont Advisory Group, LLC
N/A—16-16-100%$5.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—14-14-100%$4.7K———
Harborfront Financial Group LLC
N/A—13-13-100%$4.5K———
Investors Portfolio Services LLC
N/A—12-12-100%$4.1K———
MidFirst Bank
N/A—11-11-100%$3.7K———
Cbiz Investment Advisory Services, LLC
N/A—11-11-100%$3.3K———
TD Capital Management LLC
N/A—10-10-100%$3.4K———
Seneschal Advisors, LLC
N/A—7-7-100%$2.4K———
Copia Wealth Management
N/A—5-5-100%$1.7K———
Palladiem, LLC
N/A—4-4-100%$1.4K———
PIN OAK Investment Advisors Inc
N/A—3-3-100%$1———
Benson Wealth Management Inc
N/A—2-2-100%$677———
Highland Investment Advisors LLC
N/A—1-1-100%$338———
Cordant, Inc.
N/A—00—$129———
Darwin Wealth Management, LLC
N/A—00—$104———
Showing 3101 of 3101 institutions