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Amgen Inc (AMGN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares16,041,602 from 15,696,068
Change+345,534 (+2%)
Value$6.7B (+$1.1B)
Filed 2026-11-06
Amundi
INCREASED
Shares4,061,413 from 3,890,189
Change+171,224 (+4%)
Value$1.7B (+$303.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares3,648,167 from 3,695,586
Change-47,419 (-1%)
Value$1.5B (+$199.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares3,391,671 from 3,413,981
Change-22,310 (-1%)
Value$1.4B (+$193.4M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares2,562,224 from 2,355,705
Change+206,519 (+9%)
Value$1.1B (+$227.0M)
Filed 2026-11-06
Nordea Investment Management AB
INCREASED
Shares2,289,094 from 2,239,516
Change+49,578 (+2%)
Value$970.3M (+$168.0M)
Filed 2026-11-09
Fisher Asset Management, LLC
INCREASED
Shares1,691,691 from 1,589,554
Change+102,137 (+6%)
Value$713.1M (+$137.5M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares1,651,574 from 1,326,673
Change+324,901 (+24%)
Value$696.2M (+$215.7M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,565,707 from 1,478,418
Change+87,289 (+6%)
Value$660.0M (+$124.6M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,483,024 from 1,520,877
Change-37,853 (-2%)
Value$625.1M (+$74.4M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares1,216,758 from 1,067,124
Change+149,634 (+14%)
Value$512.9M (+$126.4M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares1,114,938 from 1,188,164
Change-73,226 (-6%)
Value$470.0M (+$39.7M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares1,080,066 from 191,247
Change+888,819 (+465%)
Value$455.3M (+$386.0M)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares936,515 from 1,020,869
Change-84,354 (-8%)
Value$394.8M (+$25.1M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares811,229 from 785,516
Change+25,713 (+3%)
Value$341.9M (+$57.5M)
Filed 2026-11-03
Bank of Montreal
DECREASED
Shares790,666 from 882,230
Change-91,564 (-10%)
Value$333.3M (+$13.8M)
Filed 2026-11-09
Pictet Asset Management Holding SA
DECREASED
Shares770,033 from 872,311
Change-102,278 (-12%)
Value$325.0M (+$9.4M)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares713,097 from 697,030
Change+16,067 (+2%)
Value$300.6M (+$48.2M)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED
Shares675,485 from 580,049
Change+95,436 (+16%)
Value$284.7M (+$74.7M)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares662,082 from 664,266
Change-2,184 (0%)
Value$279.1M (+$38.5M)
Filed 2026-11-05
Smead Capital Management, Inc.
DECREASED
Shares586,504 from 659,241
Change-72,737 (-11%)
Value$247.2M (+$8.5M)
Filed 2026-10-16
LSV Asset Management
DECREASED
Shares566,369 from 603,549
Change-37,180 (-6%)
Value$238.7M (+$20.2M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares566,131 from 614,341
Change-48,210 (-8%)
Value$238.6M (+$16.2M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
DECREASED
Shares520,193 from 711,647
Change-191,454 (-27%)
Value$220.6M (+$220.3M)
Filed 2026-10-27
King Luther Capital Management Corp
DECREASED
Shares490,602 from 493,165
Change-2,563 (-1%)
Value$206.8M (+$28.2M)
Filed 2026-11-05
Aberdeen Group plc
INCREASED
Shares489,687 from 489,514
Change+173 (+0%)
Value$206.4M (+$29.1M)
Filed 2026-11-06
Neos Investment Management LLC
INCREASED
Shares464,149 from 409,827
Change+54,322 (+13%)
Value$195.6M (+$47.2M)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares444,559 from 382,676
Change+61,883 (+16%)
Value$187.4M (+$48.8M)
Filed 2026-10-22
Fifth Third Bancorp
INCREASED
Shares438,712 from 438,431
Change+281 (+0%)
Value$184.9M (+$26.2M)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares432,991 from 494,025
Change-61,034 (-12%)
Value$174.6M (-$4.3M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares408,070 from 421,250
Change-13,180 (-3%)
Value$172.0M (+$19.5M)
Filed 2026-10-22
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares395,556 from 368,066
Change+27,490 (+7%)
Value$166.7M (+$33.4M)
Filed 2026-11-06
Handelsbanken Fonder AB
INCREASED
Shares380,113 from 346,596
Change+33,517 (+10%)
Value$160.2M (+$34.7M)
Filed 2026-11-09
Truist Financial Corp
DECREASED
Shares380,082 from 394,190
Change-14,108 (-4%)
Value$160.2M (+$17.5M)
Filed 2026-10-30
Danske Bank A/S
DECREASED
Shares378,028 from 404,031
Change-26,003 (-6%)
Value$159.3M (+$13.0M)
Filed 2026-11-09
CIBC Asset Management Inc
DECREASED
Shares374,394 from 394,840
Change-20,446 (-5%)
Value$157.8M (+$14.8M)
Filed 2026-11-05
Candriam S.C.A.
DECREASED
Shares352,483 from 362,985
Change-10,502 (-3%)
Value$149.1M (+$17.8M)
Filed 2026-11-03
Forum Financial Management, LP
DECREASED
Shares347,857 from 348,009
Change-152 (0%)
Value$146.6M (+$20.6M)
Filed 2026-10-16
Retirement Systems of Alabama
DECREASED
Shares343,291 from 343,295
Change-4 (0%)
Value$144.7M (+$20.4M)
Filed 2026-11-04
Asset Management One Co., Ltd.
INCREASED
Shares342,657 from 336,687
Change+5,970 (+2%)
Value$144.4M (+$22.5M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares340,323 from 464,220
Change-123,897 (-27%)
Value$109.1M (-$32.9M)
Filed 2026-10-13
Beutel, Goodman & Co Ltd.
DECREASED
Shares335,540 from 520,577
Change-185,037 (-36%)
Value$141.4M (-$47.1M)
Filed 2026-11-04
Cardano Risk Management B.V.
INCREASED
Shares326,679 from 260,359
Change+66,320 (+25%)
Value$137.7M (+$43.4M)
Filed 2026-10-20
Swedbank AB
DECREASED
Shares326,420 from 517,466
Change-191,046 (-37%)
Value$137.6M (-$49.8M)
Filed 2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares324,455 from 321,697
Change+2,758 (+1%)
Value$136.8M (+$20.3M)
Filed 2026-10-20
Russell Investments Group, Ltd.
DECREASED
Shares305,174 from 316,051
Change-10,877 (-3%)
Value$128.7M (+$14.4M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares293,274 from 309,478
Change-16,204 (-5%)
Value$123.6M (+$11.5M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares276,610 from 258,171
Change+18,439 (+7%)
Value$116.6M (+$23.1M)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares274,877 from 276,377
Change-1,500 (-1%)
Value$115.9M (+$15.8M)
Filed 2026-10-21
Daiwa Securities Group Inc.
INCREASED
Shares249,611 from 249,252
Change+359 (+0%)
Value$105.2M (+$15.0M)
Filed 2026-10-29
M&G Plc
DECREASED
Shares248,645 from 289,819
Change-41,174 (-14%)
Value$104.9M (+$13.7K)
Filed 2026-11-04
Eurizon Capital SGR S.p.A.
DECREASED
Shares248,243 from 270,033
Change-21,790 (-8%)
Value$104.7M (+$6.9M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED
Shares243,747 from 247,072
Change-3,325 (-1%)
Value$102.7M (+$13.3M)
Filed 2026-10-05
Assetmark, Inc
DECREASED
Shares235,850 from 248,532
Change-12,682 (-5%)
Value$99.4M (+$9.4M)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares230,772 from 241,243
Change-10,471 (-4%)
Value$97.3M (+$9.9M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
INCREASED
Shares224,363 from 209,837
Change+14,526 (+7%)
Value$94.6M (+$18.6M)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares209,707 from 212,286
Change-2,579 (-1%)
Value$88.4M (+$11.5M)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares195,003
Change+195,003
Value$82.3M
Filed 2026-10-30
SEB Asset Management AB
INCREASED
Shares194,501 from 169,078
Change+25,423 (+15%)
Value$82.0M (+$20.8M)
Filed 2026-11-04
J. Safra Sarasin Holding AG
DECREASED
Shares194,433 from 206,411
Change-11,978 (-6%)
Value$68.8M (-$4.0M)
Filed 2026-10-26
Sarasin & Partners LLP
DECREASED
Shares180,232 from 343,948
Change-163,716 (-48%)
Value$76.0M (-$48.6M)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
UNCHANGED
Shares174,303 from 174,303
Change0 (0%)
Value$73.5M (+$10.4M)
Filed 2026-11-05
Squarepoint Ops LLC
DECREASED
Shares174,295 from 208,010
Change-33,715 (-16%)
Value$73.5M (-$1.9M)
Filed 2026-11-09
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares169,909 from 164,973
Change+4,936 (+3%)
Value$71.6M (+$11.9M)
Filed 2026-11-09
Aaron Wealth Advisors LLC
DECREASED
Shares168,409 from 173,851
Change-5,442 (-3%)
Value$71.0M (+$8.0M)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares167,256 from 158,962
Change+8,294 (+5%)
Value$70.5M (+$12.9M)
Filed 2026-10-20
Compagnie Lombard Odier SCmA
DECREASED
Shares164,693 from 171,214
Change-6,521 (-4%)
Value$69.4M (+$7.4M)
Filed 2026-11-04
MacKenzie Financial Corp
DECREASED
Shares164,508 from 165,030
Change-522 (0%)
Value$69.3M (+$13.3M)
Filed 2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares162,532 from 176,962
Change-14,430 (-8%)
Value$68.5M (+$4.4M)
Filed 2026-10-15
Mn Services Vermogensbeheer B.V.
INCREASED
Shares159,819 from 157,019
Change+2,800 (+2%)
Value$67.4M (+$10.5M)
Filed 2026-10-08
Bahl & Gaynor LLC
DECREASED
Shares156,410 from 186,593
Change-30,183 (-16%)
Value$65.9M (-$1.6M)
Filed 2026-11-05
Czech National Bank
INCREASED
Shares155,337 from 153,622
Change+1,715 (+1%)
Value$65.5M (+$9.8M)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares153,442 from 155,115
Change-1,673 (-1%)
Value$64.7M (+$8.5M)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares153,406 from 150,438
Change+2,968 (+2%)
Value$64.7M (+$10.2M)
Filed 2026-11-04
Arizona State Retirement System
INCREASED
Shares150,652 from 149,581
Change+1,071 (+1%)
Value$63.5M (+$9.3M)
Filed 2026-11-03
Jefferies Financial Group Inc.
DECREASED
Shares148,545 from 239,779
Change-91,234 (-38%)
Value$62.6M (-$24.2M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
NEW
Shares143,877
Change+143,877
Value$61.0M
Filed 2026-10-30
Nykredit A/S
INCREASED
Shares140,905 from 135,233
Change+5,672 (+4%)
Value$59.4M (+$10.4M)
Filed 2026-11-06
UniSuper Management Pty Ltd
INCREASED
Shares140,324 from 116,483
Change+23,841 (+20%)
Value$59.1M (+$17.0M)
Filed 2026-10-26
Xponance LLC
INCREASED
Shares138,974 from 133,818
Change+5,156 (+4%)
Value$58.6M (+$10.1M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares135,797 from 138,197
Change-2,400 (-2%)
Value$57.2M (+$7.2M)
Filed 2026-10-27
GF Fund Management Co. Ltd.
DECREASED
Shares128,818 from 129,406
Change-588 (0%)
Value$54.3M (+$7.4M)
Filed 2026-10-26
IFM Investors Pty Ltd
INCREASED
Shares127,284 from 122,804
Change+4,480 (+4%)
Value$53.7M (+$9.2M)
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares122,138 from 123,217
Change-1,079 (-1%)
Value$51.5M (+$6.9M)
Filed 2026-10-26
SteelPeak Wealth, LLC
DECREASED
Shares120,157 from 188,790
Change-68,633 (-36%)
Value$50.6M (-$17.7M)
Filed 2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares119,444 from 119,207
Change+237 (+0%)
Value$50.3M (+$7.2M)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
DECREASED
Shares117,384 from 117,774
Change-390 (0%)
Value$50.8M (+$8.1M)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares112,799 from 96,472
Change+16,327 (+17%)
Value$45.9M (+$11.1M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares112,225 from 107,825
Change+4,400 (+4%)
Value$47.3M (+$8.3M)
Filed 2026-11-02
Annex Advisory Services, LLC
INCREASED
Shares111,413 from 12,459
Change+98,954 (+794%)
Value$47.0M (+$42.5M)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
INCREASED
Shares111,098 from 110,298
Change+800 (+1%)
Value$46.8M (+$6.9M)
Filed 2026-11-05
Great Lakes Advisors, LLC
INCREASED
Shares110,963 from 107,992
Change+2,971 (+3%)
Value$46.8M (+$7.7M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares110,094 from 79,199
Change+30,895 (+39%)
Value$46.4M (+$17.7M)
Filed 2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares107,593 from 108,300
Change-707 (-1%)
Value$45.4M (+$6.1M)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares105,641 from 103,640
Change+2,001 (+2%)
Value$44.5M (+$7.0M)
Filed 2026-11-03
Meyer Handelman Co
DECREASED
Shares105,344 from 111,120
Change-5,776 (-5%)
Value$44.4M (+$4.2M)
Filed 2026-10-28
Verity & Verity, LLC
DECREASED
Shares103,786 from 104,299
Change-513 (0%)
Value$43.7M (+$6.0M)
Filed 2026-10-23
Carnegie Investment Counsel
DECREASED
Shares103,368 from 103,528
Change-160 (0%)
Value$43.6M (+$6.1M)
Filed 2026-10-20
Strs Ohio
DECREASED
Shares103,096 from 113,098
Change-10,002 (-9%)
Value$43.5M (+$2.5M)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
DECREASED
Shares103,048 from 104,988
Change-1,940 (-2%)
Value$43.4M (+$5.4M)
Filed 2026-10-13
Amalgamated Bank
DECREASED
Shares102,480 from 104,750
Change-2,270 (-2%)
Value$43.2M (+$5.3M)
Filed 2026-10-23
Brookstone Capital Management
INCREASED
Shares100,611 from 97,295
Change+3,316 (+3%)
Value$42.4M (+$7.2M)
Filed 2026-10-22
Gateway Investment Advisers LLC
DECREASED
Shares99,599 from 117,268
Change-17,669 (-15%)
Value$42.0M (-$483.2K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares95,267 from 103,282
Change-8,015 (-8%)
Value$38.8M (+$1.5M)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares93,110 from 95,220
Change-2,110 (-2%)
Value$39.2M (+$4.8M)
Filed 2026-10-28
Jmac Enterprises LLC
UNCHANGED
Shares90,739 from 90,739
Change0 (0%)
Value$38.2M (+$5.4M)
Filed 2026-10-30
Pacific Heights Asset Management LLC
UNCHANGED
Shares90,000 from 90,000
Change0 (0%)
Value$37.9M (+$5.3M)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares89,932 from 108,934
Change-19,002 (-17%)
Value$37.9M (-$1.5M)
Filed 2026-10-27
Wealthfront Advisers LLC
INCREASED
Shares89,381 from 84,152
Change+5,229 (+6%)
Value$37.7M (+$7.2M)
Filed 2026-11-09
Mizuho Markets Americas LLC
NEW
Shares88,250
Change+88,250
Value$37.2M
Filed 2026-11-09
New York Life Investment Management LLC
INCREASED
Shares88,055 from 86,677
Change+1,378 (+2%)
Value$37.1M (+$5.7M)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares87,155 from 87,850
Change-695 (-1%)
Value$36.7M (+$4.9M)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares87,120 from 77,970
Change+9,150 (+12%)
Value$36.7M (+$8.5M)
Filed 2026-11-04
Virginia Retirement Systems ET Al
INCREASED
Shares85,905 from 80,985
Change+4,920 (+6%)
Value$36.2M (+$6.9M)
Filed 2026-10-28
Matrix Asset Advisors Inc
DECREASED
Shares83,919 from 102,817
Change-18,898 (-18%)
Value$35.4M (-$1.9M)
Filed 2026-10-13
Busey Bank
DECREASED
Shares81,684 from 82,379
Change-695 (-1%)
Value$34.4M (+$4.6M)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares81,418 from 63,977
Change+17,441 (+27%)
Value$34.3M (+$11.2M)
Filed 2026-10-22
OP Asset Management Ltd
INCREASED
Shares81,293 from 60,172
Change+21,121 (+35%)
Value$34.3M (+$12.5M)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares80,862 from 58,377
Change+22,485 (+39%)
Value$34.1M (+$12.9M)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED
Shares80,541 from 80,582
Change-41 (0%)
Value$33.9M (+$4.8M)
Filed 2026-10-29
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares79,576 from 80,871
Change-1,295 (-2%)
Value$33.5M (+$4.3M)
Filed 2026-11-09
Midwest Trust Co
DECREASED
Shares77,160 from 77,424
Change-264 (0%)
Value$32.5M (+$4.5M)
Filed 2026-10-22
Crossmark Global Holdings, Inc.
INCREASED
Shares75,992 from 40,262
Change+35,730 (+89%)
Value$32.0M (+$17.5M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares75,238 from 79,392
Change-4,154 (-5%)
Value$31.7M (+$3.0M)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED
Shares72,667 from 73,601
Change-934 (-1%)
Value$29.6M (+$2.8M)
Filed 2026-10-13
China Universal Asset Management Co., Ltd.
INCREASED
Shares72,485 from 72,203
Change+282 (+0%)
Value$30.7M (+$4.6M)
Filed 2026-10-28
Avanza Fonder AB
INCREASED
Shares71,734 from 63,010
Change+8,724 (+14%)
Value$30.2M (+$7.4M)
Filed 2026-10-13
Absher Wealth Management, LLC
DECREASED
Shares71,191 from 75,077
Change-3,886 (-5%)
Value$30.0M (+$2.8M)
Filed 2026-11-02
Greatmark Investment Partners, Inc.
DECREASED
Shares70,742 from 71,294
Change-552 (-1%)
Value$29.8M (+$4.0M)
Filed 2026-10-28
Palisade Asset Management, LLC
DECREASED
Shares70,616 from 72,776
Change-2,160 (-3%)
Value$29.8M (+$3.4M)
Filed 2026-11-03
Valley Wealth Managers, Inc.
DECREASED
Shares70,407 from 70,456
Change-49 (0%)
Value$29.7M (+$4.2M)
Filed 2026-10-09
Godsey & Gibb, Inc
DECREASED
Shares70,261 from 71,580
Change-1,319 (-2%)
Value$29.6M (+$3.7M)
Filed 2026-10-14
Avity Investment Management Inc.
DECREASED
Shares69,958 from 76,186
Change-6,228 (-8%)
Value$29.5M (+$1.9M)
Filed 2026-10-09
Calamos Advisors LLC
INCREASED
Shares69,874 from 68,480
Change+1,394 (+2%)
Value$29.5M (+$4.7M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares69,579 from 40,234
Change+29,345 (+73%)
Value$29.3M (+$14.3M)
Filed 2026-11-06
Argent Capital Management LLC
DECREASED
Shares69,486 from 72,032
Change-2,546 (-4%)
Value$29.3M (+$3.2M)
Filed 2026-10-05
Raiffeisen Bank International AG
DECREASED
Shares68,244 from 74,462
Change-6,218 (-8%)
Value$28.9M (+$2.1M)
Filed 2026-10-28
Florida Trust Wealth Management Co
DECREASED
Shares67,874 from 68,305
Change-431 (-1%)
Value$28.6M (+$3.9M)
Filed 2026-11-05
Boston Trust Walden Corp
DECREASED
Shares67,134 from 82,829
Change-15,695 (-19%)
Value$28.3M (-$1.7M)
Filed 2026-10-30
Arbejdsmarkedets Tillaegspension
DECREASED
Shares66,880 from 83,840
Change-16,960 (-20%)
Value$28.2M (-$2.2M)
Filed 2026-10-30
Oregon Public Employees Retirement Fund
INCREASED
Shares66,461 from 66,361
Change+100 (+0%)
Value$28.0M (+$4.0M)
Filed 2026-10-30
Tamar Securities, LLC
DECREASED
Shares66,443 from 67,995
Change-1,552 (-2%)
Value$28.0M (+$3.4M)
Filed 2026-11-03
ABN Amro Investment Solutions
INCREASED
Shares65,203 from 56,533
Change+8,670 (+15%)
Value$27.5M (+$7.0M)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares65,040 from 67,477
Change-2,437 (-4%)
Value$27.4M (+$3.0M)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares63,289 from 63,631
Change-342 (-1%)
Value$26.7M (+$3.6M)
Filed 2026-10-26
JLB & Associates Inc
DECREASED
Shares62,909 from 64,097
Change-1,188 (-2%)
Value$22.8M (-$430.2K)
Filed 2026-10-27
Pinnacle Associates LTD
INCREASED
Shares62,390 from 62,102
Change+288 (+0%)
Value$26.3M (+$3.8M)
Filed 2026-10-20
iA Global Asset Management Inc.
DECREASED
Shares61,966 from 62,971
Change-1,005 (-2%)
Value$26.1M (+$3.3M)
Filed 2026-10-29
Talbot Financial, LLC
INCREASED
Shares61,875 from 60,423
Change+1,452 (+2%)
Value$26.1M (+$4.2M)
Filed 2026-10-19
State of Alaska, Department of Revenue
DECREASED
Shares61,136 from 62,806
Change-1,670 (-3%)
Value$25.8M (+$3.0M)
Filed 2026-10-15
Illinois Municipal Retirement Fund
INCREASED
Shares60,996 from 58,766
Change+2,230 (+4%)
Value$25.7M (+$4.4M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares60,700 from 62,300
Change-1,600 (-3%)
Value$25.6M (+$3.0M)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares60,646 from 88,377
Change-27,731 (-31%)
Value$25.6M (-$6.4M)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
DECREASED
Shares59,878 from 64,695
Change-4,817 (-7%)
Value$25.4M (+$2.5M)
Filed 2026-10-21
CapWealth Advisors, LLC
INCREASED
Shares58,581 from 58,570
Change+11 (+0%)
Value$24.7M (+$3.5M)
Filed 2026-10-05
Ethic Inc.
INCREASED
Shares57,863 from 56,184
Change+1,679 (+3%)
Value$24.4M (+$4.0M)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares57,767 from 56,408
Change+1,359 (+2%)
Value$24.3M (+$3.9M)
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
DECREASED
Shares56,817 from 57,322
Change-505 (-1%)
Value$23.9M (+$3.2M)
Filed 2026-10-16
Oak Asset Management, LLC
DECREASED
Shares56,400 from 57,752
Change-1,352 (-2%)
Value$23.8M (+$2.9M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares56,218 from 51,650
Change+4,568 (+9%)
Value$23.7M (+$5.0M)
Filed 2026-10-16
GW Henssler & Associates LTD
DECREASED
Shares56,172 from 56,900
Change-728 (-1%)
Value$23.7M (+$3.1M)
Filed 2026-10-26
Congress Asset Management Co
DECREASED
Shares55,976 from 57,526
Change-1,550 (-3%)
Value$23.6M (+$2.8M)
Filed 2026-10-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares55,748 from 58,035
Change-2,287 (-4%)
Value$23.5M (+$2.5M)
Filed 2026-10-22
Factory Mutual Insurance Co
DECREASED
Shares55,700 from 64,150
Change-8,450 (-13%)
Value$23.5M (+$248.1K)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares55,637 from 55,938
Change-301 (-1%)
Value$23.5M (+$3.2M)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares55,440 from 53,858
Change+1,582 (+3%)
Value$20.1M (+$572.7K)
Filed 2026-11-06
Torray Investment Partners LLC
DECREASED
Shares55,136 from 59,771
Change-4,635 (-8%)
Value$23.2M (+$1.6M)
Filed 2026-10-30
ASR Vermogensbeheer N.V.
INCREASED
Shares53,488 from 51,004
Change+2,484 (+5%)
Value$22.5M (+$4.1M)
Filed 2026-10-16
Generali Asset Management SPA SGR
INCREASED
Shares53,401 from 48,754
Change+4,647 (+10%)
Value$22.5M (+$4.9M)
Filed 2026-10-26
Heritage Investors Management Corp
DECREASED
Shares52,261 from 53,423
Change-1,162 (-2%)
Value$22.0M (+$2.7M)
Filed 2026-10-29
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares52,256 from 51,752
Change+504 (+1%)
Value$22.0M (+$3.3M)
Filed 2026-10-09
Yousif Capital Management, LLC
INCREASED
Shares51,266 from 51,233
Change+33 (+0%)
Value$21.6M (+$3.1M)
Filed 2026-10-22
Profund Advisors LLC
DECREASED
Shares50,116 from 51,320
Change-1,204 (-2%)
Value$21.1M (+$2.5M)
Filed 2026-10-29
Hunter Associates Investment Management LLC
DECREASED
Shares50,021 from 50,313
Change-292 (-1%)
Value$21.1M (+$2.9M)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares49,635 from 57,790
Change-8,155 (-14%)
Value$20.9M (-$5.5K)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares49,290 from 50,038
Change-748 (-1%)
Value$20.8M (+$2.7M)
Filed 2026-10-23
Bailard, Inc.
DECREASED
Shares49,176 from 49,586
Change-410 (-1%)
Value$20.7M (+$2.8M)
Filed 2026-10-13
Vaughan David Investments LLC
DECREASED
Shares47,447 from 49,416
Change-1,969 (-4%)
Value$20.0M (+$2.1M)
Filed 2026-11-05
Nepsis Inc.
INCREASED
Shares47,008 from 46,923
Change+85 (+0%)
Value$19.8M (+$2.8M)
Filed 2026-10-13
Gradient Investments LLC
INCREASED
Shares46,438 from 45,254
Change+1,184 (+3%)
Value$19.6M (+$3.2M)
Filed 2026-10-08
YHB Investment Advisors, Inc.
INCREASED
Shares46,239 from 45,813
Change+426 (+1%)
Value$19.5M (+$2.9M)
Filed 2026-10-08
Tompkins Financial Corp
DECREASED
Shares45,820 from 46,212
Change-392 (-1%)
Value$19.3M (+$2.6M)
Filed 2026-10-05
Cullen T Bankers, Inc.
DECREASED
Shares45,335 from 69,521
Change-24,186 (-35%)
Value$19.1M (-$6.1M)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares45,073 from 47,244
Change-2,171 (-5%)
Value$19.0M (+$1.9M)
Filed 2026-10-23
Fidelity National Financial, Inc.
UNCHANGED
Shares45,000 from 45,000
Change0 (0%)
Value$19.0M (+$2.7M)
Filed 2026-11-06
Mizuho Securities USA LLC
INCREASED
Shares44,143 from 42,253
Change+1,890 (+4%)
Value$19.0M (+$3.7M)
Filed 2026-11-09
Venture Visionary Partners LLC
INCREASED
Shares44,030 from 42,758
Change+1,272 (+3%)
Value$18.6M (+$3.1M)
Filed 2026-10-07
JGP Wealth Management, LLC
INCREASED
Shares43,391 from 43,268
Change+123 (+0%)
Value$18.3M (+$2.6M)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares43,302 from 43,724
Change-422 (-1%)
Value$18.3M (+$2.4M)
Filed 2026-10-15
Marco Investment Management LLC
INCREASED
Shares43,281 from 43,180
Change+101 (+0%)
Value$18.2M (+$2.6M)
Filed 2026-11-09
Crestwood Advisors Group, LLC
INCREASED
Shares42,777 from 14,249
Change+28,528 (+200%)
Value$18.0M (+$12.9M)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED
Shares42,460 from 42,460
Change0 (0%)
Value$17.9M (+$2.5M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares42,109 from 34,711
Change+7,398 (+21%)
Value$17.7M (+$5.2M)
Filed 2026-10-08
Wallington Asset Management, LLC
INCREASED
Shares41,848 from 41,783
Change+65 (+0%)
Value$17.6M (+$2.5M)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares41,612 from 26,804
Change+14,808 (+55%)
Value$19.4M (+$9.7M)
Filed 2026-11-04
Jacobs & Co
DECREASED
Shares41,199 from 42,343
Change-1,144 (-3%)
Value$17.4M (+$2.0M)
Filed 2026-10-09
First National Trust Co
DECREASED
Shares40,736 from 42,011
Change-1,275 (-3%)
Value$17.2M (+$2.0M)
Filed 2026-10-28
Merit Financial Group, LLC
INCREASED
Shares39,864 from 31,151
Change+8,713 (+28%)
Value$16.8M (+$5.5M)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares39,632 from 40,211
Change-579 (-1%)
Value$16.7M (+$2.1M)
Filed 2026-11-06
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares38,740 from 25,387
Change+13,353 (+53%)
Value$16.3M (+$7.1M)
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares38,406
Change+38,406
Value$16.2M
Filed 2026-10-29
Alps Advisors Inc
INCREASED
Shares38,384 from 20,994
Change+17,390 (+83%)
Value$16.2M (+$8.6M)
Filed 2026-11-03
UMB Bank, n.a.
DECREASED
Shares38,281 from 42,082
Change-3,801 (-9%)
Value$16.1M (+$897.1K)
Filed 2026-11-06
Motley Fool Asset Management LLC
INCREASED
Shares37,884 from 37,752
Change+132 (+0%)
Value$16.0M (+$2.3M)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
INCREASED
Shares37,605 from 36,800
Change+805 (+2%)
Value$15.9M (+$2.5M)
Filed 2026-11-02
Aviance Capital Partners, LLC
INCREASED
Shares37,246 from 36,998
Change+248 (+1%)
Value$15.7M (+$2.3M)
Filed 2026-10-29
Lmcg Investments, LLC
INCREASED
Shares37,026 from 35,923
Change+1,103 (+3%)
Value$15.6M (+$2.6M)
Filed 2026-10-21
Asset Advisors Investment Management, LLC
INCREASED
Shares36,932 from 36,467
Change+465 (+1%)
Value$15.6M (+$2.4M)
Filed 2026-10-19
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares36,716 from 36,716
Change0 (0%)
Value$15.5M (+$2.2M)
Filed 2026-11-09
HFR Wealth Management, LLC
DECREASED
Shares36,589 from 37,596
Change-1,007 (-3%)
Value$15.4M (+$1.8M)
Filed 2026-11-09
Buck Wealth Strategies, LLC
DECREASED
Shares36,300 from 39,968
Change-3,668 (-9%)
Value$15.3M (+$827.7K)
Filed 2026-10-28
Lowe Brockenbrough & Co Inc
INCREASED
Shares36,259 from 26,947
Change+9,312 (+35%)
Value$15.3M (+$5.5M)
Filed 2026-11-09
Clifford Swan Investment Counsel LLC
DECREASED
Shares35,912 from 36,058
Change-146 (0%)
Value$15.1M (+$2.1M)
Filed 2026-11-05
Adams Asset Advisors, LLC
DECREASED
Shares35,818 from 36,046
Change-228 (-1%)
Value$15.1M (+$2.0M)
Filed 2026-10-08
Exchange Traded Concepts, LLC
INCREASED
Shares35,810 from 22,775
Change+13,035 (+57%)
Value$15.1M (+$6.8M)
Filed 2026-10-28
Naples Global Advisors, LLC
INCREASED
Shares35,237 from 35,170
Change+67 (+0%)
Value$14.9M (+$2.1M)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares35,190 from 35,190
Change0 (0%)
Value$14.8M (+$2.1M)
Filed 2026-10-30
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares35,006 from 39,041
Change-4,035 (-10%)
Value$14.8M (+$617.8K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares34,826 from 34,281
Change+545 (+2%)
Value$14.7M (+$2.3M)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
DECREASED
Shares34,753 from 34,760
Change-7 (0%)
Value$14.6M (+$2.1M)
Filed 2026-11-05
Laurion Capital Management LP
NEW
Shares34,583
Change+34,583
Value$14.6M
Filed 2026-10-30
Bessemer Group Inc
INCREASED
Shares34,293 from 31,001
Change+3,292 (+11%)
Value$14.5M (+$3.2M)
Filed 2026-11-09
Bell Bank
DECREASED
Shares33,414 from 33,672
Change-258 (-1%)
Value$14.1M (+$1.9M)
Filed 2026-10-21
Hamilton Point Investment Advisors, LLC
INCREASED
Shares33,272 from 33,116
Change+156 (+0%)
Value$14.0M (+$2.0M)
Filed 2026-11-03
Philadelphia Trust Co
DECREASED
Shares33,164 from 36,796
Change-3,632 (-10%)
Value$14.0M (+$654.0K)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares33,093 from 34,999
Change-1,906 (-5%)
Value$13.9M (+$1.3M)
Filed 2026-10-07
Maryland State Retirement & Pension System
INCREASED
Shares33,027 from 29,158
Change+3,869 (+13%)
Value$13.9M (+$3.4M)
Filed 2026-11-05
Ibex Wealth Advisors
INCREASED
Shares32,995 from 31,655
Change+1,340 (+4%)
Value$13.9M (+$2.4M)
Filed 2026-11-06
Benedict Financial Advisors Inc
DECREASED
Shares32,995 from 33,255
Change-260 (-1%)
Value$13.9M (+$1.9M)
Filed 2026-10-07
Tctc Holdings, LLC
DECREASED
Shares32,640 from 32,646
Change-6 (0%)
Value$13.8M (+$1.9M)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares32,292 from 32,762
Change-470 (-1%)
Value$13.6M (+$1.7M)
Filed 2026-11-05
Stablepoint Partners, LLC
INCREASED
Shares31,917 from 31,144
Change+773 (+2%)
Value$13.5M (+$2.2M)
Filed 2026-11-03
Citizens Financial Group Inc
DECREASED
Shares31,818 from 33,247
Change-1,429 (-4%)
Value$13.4M (+$1.4M)
Filed 2026-10-23
Soltis Investment Advisors LLC
INCREASED
Shares31,750 from 29,172
Change+2,578 (+9%)
Value$13.4M (+$2.8M)
Filed 2026-10-28
Principle Wealth Partners LLC
INCREASED
Shares31,708 from 31,526
Change+182 (+1%)
Value$13.4M (+$1.9M)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares31,615 from 31,607
Change+8 (+0%)
Value$13.3M (+$1.9M)
Filed 2026-10-22
United Asset Strategies, Inc.
DECREASED
Shares31,269 from 32,654
Change-1,385 (-4%)
Value$13.2M (+$1.4M)
Filed 2026-10-28
Greenwood Capital Associates LLC
INCREASED
Shares31,208 from 30,169
Change+1,039 (+3%)
Value$13.2M (+$2.2M)
Filed 2026-10-27
VAN Strum & Towne Inc.
DECREASED
Shares31,114 from 31,250
Change-136 (0%)
Value$13.1M (+$1.8M)
Filed 2026-11-06
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares30,789 from 31,267
Change-478 (-2%)
Value$13.0M (+$1.7M)
Filed 2026-11-06
Martin Capital Partners, LLC
INCREASED
Shares30,552 from 30,426
Change+126 (+0%)
Value$12.9M (+$1.9M)
Filed 2026-10-07
Salem Investment Counselors Inc
DECREASED
Shares30,237 from 32,937
Change-2,700 (-8%)
Value$12.7M (+$818.1K)
Filed 2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED
Shares29,742 from 28,719
Change+1,023 (+4%)
Value$12.5M (+$2.1M)
Filed 2026-10-14
Cohen Klingenstein LLC
DECREASED
Shares29,740 from 31,270
Change-1,530 (-5%)
Value$12.5M (+$1.2M)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares29,667 from 30,981
Change-1,314 (-4%)
Value$12.5M (+$1.3M)
Filed 2026-10-22
Kintegral Advisory, LLC
INCREASED
Shares29,656 from 29,489
Change+167 (+1%)
Value$12.5M (+$1.8M)
Filed 2026-10-16
O'Brien Greene & Co. Inc
DECREASED
Shares29,624 from 29,941
Change-317 (-1%)
Value$12.5M (+$1.6M)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares29,469 from 29,578
Change-109 (0%)
Value$12.4M (+$1.7M)
Filed 2026-11-04
Independent Investors Inc
UNCHANGED
Shares29,176 from 29,176
Change0 (0%)
Value$12.3M (+$1.7M)
Filed 2026-10-30
Linscomb Wealth, Inc.
DECREASED
Shares29,093 from 29,620
Change-527 (-2%)
Value$12.3M (+$1.5M)
Filed 2026-11-05
LVM Capital Management LTD
DECREASED
Shares29,084 from 29,133
Change-49 (0%)
Value$12.3M (+$1.7M)
Filed 2026-10-20
Americana Partners, LLC
DECREASED
Shares29,059 from 29,219
Change-160 (-1%)
Value$12.2M (+$1.7M)
Filed 2026-10-28
Hartford Investment Management Co
DECREASED
Shares28,969 from 29,842
Change-873 (-3%)
Value$12.2M (+$1.4M)
Filed 2026-11-04
Vision Capital Management, Inc.
INCREASED
Shares28,773 from 28,552
Change+221 (+1%)
Value$12.1M (+$1.8M)
Filed 2026-10-20
Trust Co of Toledo NA
DECREASED
Shares28,650 from 28,993
Change-343 (-1%)
Value$12.1M (+$1.6M)
Filed 2026-10-16
Fisher Funds Management LTD
INCREASED
Shares28,245 from 24,245
Change+4,000 (+17%)
Value$11.9M (+$3.1M)
Filed 2026-10-13
GHP Investment Advisors, Inc.
DECREASED
Shares27,973 from 28,143
Change-170 (-1%)
Value$11.8M (+$1.6M)
Filed 2026-10-15
Parcion Private Wealth LLC
DECREASED
Shares27,781 from 28,497
Change-716 (-3%)
Value$11.7M (+$1.4M)
Filed 2026-10-28
Toth Financial Advisory Corp
DECREASED
Shares27,608 from 28,421
Change-813 (-3%)
Value$11.6M (+$1.3M)
Filed 2026-10-08
Avantax Planning Partners, Inc.
DECREASED
Shares27,579 from 28,579
Change-1,000 (-3%)
Value$11.6M (+$1.3M)
Filed 2026-11-03
Fusion Capital, LLC
INCREASED
Shares27,474 from 26,906
Change+568 (+2%)
Value$11.6M (+$1.8M)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares27,383 from 27,835
Change-452 (-2%)
Value$11.5M (+$1.5M)
Filed 2026-10-26
Globalt Investments LLC / GA
DECREASED
Shares26,952 from 27,727
Change-775 (-3%)
Value$11.4M (+$1.3M)
Filed 2026-10-27
SouthState Bank Corp
DECREASED
Shares26,823 from 27,054
Change-231 (-1%)
Value$11.3M (+$1.5M)
Filed 2026-11-09
Intech Investment Management LLC
DECREASED
Shares26,818 from 31,159
Change-4,341 (-14%)
Value$11.3M (+$20.8K)
Filed 2026-11-09
New Mexico Educational Retirement Board
UNCHANGED
Shares26,795 from 26,795
Change0 (0%)
Value$11.3M (+$1.6M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares26,719 from 25,505
Change+1,214 (+5%)
Value$11.3M (+$2.0M)
Filed 2026-11-05
Mattern Capital Management, LLC
DECREASED
Shares26,636 from 28,008
Change-1,372 (-5%)
Value$11.2M (+$1.1M)
Filed 2026-11-02
Schnieders Capital Management, Llc.
DECREASED
Shares26,626 from 27,550
Change-924 (-3%)
Value$11.2M (+$1.2M)
Filed 2026-11-09
Bridgelight Financial Advisors, Inc.
DECREASED
Shares26,119 from 26,424
Change-305 (-1%)
Value$11.0M (+$1.4M)
Filed 2026-10-20
Caldwell Trust Co
DECREASED
Shares26,061 from 26,584
Change-523 (-2%)
Value$11.0M (+$1.4M)
Filed 2026-10-30
Nordwand Advisors, LLC
INCREASED
Shares26,034 from 26,022
Change+12 (+0%)
Value$11.0M (+$1.6M)
Filed 2026-11-05
Welch & Forbes LLC
INCREASED
Shares25,966 from 25,959
Change+7 (+0%)
Value$10.9M (+$1.5M)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares25,809 from 22,270
Change+3,539 (+16%)
Value$10.9M (+$2.8M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares25,739 from 23,363
Change+2,376 (+10%)
Value$10.8M (+$2.4M)
Filed 2026-10-23
Farmers & Merchants Investments Inc
DECREASED
Shares25,600 from 25,625
Change-25 (0%)
Value$10.8M (+$1.5M)
Filed 2026-10-22
Cullinan Associates Inc
INCREASED
Shares25,561 from 24,288
Change+1,273 (+5%)
Value$10.8M (+$2.0M)
Filed 2026-11-03
Telos Capital Management, Inc.
DECREASED
Shares25,476 from 25,990
Change-514 (-2%)
Value$10.7M (+$1.3M)
Filed 2026-11-02
Fiduciary Alliance LLC
DECREASED
Shares25,378 from 25,928
Change-550 (-2%)
Value$10.7M (+$1.3M)
Filed 2026-10-13
Birch Capital Management, LLC
DECREASED
Shares25,374 from 25,585
Change-211 (-1%)
Value$10.7M (+$1.4M)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED
Shares25,193 from 24,525
Change+668 (+3%)
Value$10.6M (+$1.7M)
Filed 2026-10-16
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares25,170 from 25,171
Change-1 (0%)
Value$10.6M (+$1.5M)
Filed 2026-10-27
SeaBridge Investment Advisors LLC
INCREASED
Shares25,097 from 23,819
Change+1,278 (+5%)
Value$10.6M (+$2.0M)
Filed 2026-11-02
Greystone Financial Group, LLC
DECREASED
Shares25,080 from 25,542
Change-462 (-2%)
Value$10.6M (+$1.3M)
Filed 2026-10-26
Ledyard National Bank
DECREASED
Shares24,966 from 25,394
Change-428 (-2%)
Value$10.5M (+$1.3M)
Filed 2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares24,799 from 24,799
Change0 (0%)
Value$10.5M (+$1.5M)
Filed 2026-10-30
Plato Investment Management Ltd
INCREASED
Shares24,793 from 22,412
Change+2,381 (+11%)
Value$10.5M (+$2.4M)
Filed 2026-11-05
Cambridge Advisors Inc.
INCREASED
Shares24,728 from 24,621
Change+107 (+0%)
Value$10.4M (+$1.5M)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares24,692 from 22,302
Change+2,390 (+11%)
Value$10.7M (+$2.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares24,692 from 22,302
Change+2,390 (+11%)
Value$10.7M (+$2.3M)
Filed 2026-10-20
Arlington Financial Advisors, LLC
DECREASED
Shares24,683 from 25,453
Change-770 (-3%)
Value$10.4M (+$1.2M)
Filed 2026-10-19
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares24,629 from 23,768
Change+861 (+4%)
Value$10.4M (+$1.8M)
Filed 2026-10-26
Oak Harvest Investment Services
INCREASED
Shares24,570 from 23,953
Change+617 (+3%)
Value$10.4M (+$1.7M)
Filed 2026-10-20
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares24,513 from 24,713
Change-200 (-1%)
Value$10.3M (+$1.4M)
Filed 2026-11-03
Canada Post Corp Registered Pension Plan
INCREASED
Shares24,274 from 23,296
Change+978 (+4%)
Value$10.3M (+$1.8M)
Filed 2026-11-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares24,121 from 24,121
Change0 (0%)
Value$10.2M (+$1.4M)
Filed 2026-10-16
Albion Financial Group
DECREASED
Shares23,913 from 24,267
Change-354 (-1%)
Value$10.1M (+$1.3M)
Filed 2026-10-21
Parsons Capital Management Inc
INCREASED
Shares23,598 from 23,390
Change+208 (+1%)
Value$9.9M (+$1.5M)
Filed 2026-10-28
Carnegie Lake Advisors LLC
UNCHANGED
Shares23,345 from 23,345
Change0 (0%)
Value$9.8M (+$1.4M)
Filed 2026-11-06
Laurel Wealth Advisors LLC
DECREASED
Shares23,253 from 23,543
Change-290 (-1%)
Value$9.8M (+$1.3M)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares23,227 from 22,827
Change+400 (+2%)
Value$9.8M (+$1.5M)
Filed 2026-10-13
Skba Capital Management LLC
DECREASED
Shares23,160 from 23,860
Change-700 (-3%)
Value$9.8M (+$1.1M)
Filed 2026-11-09
Global X Japan Co., Ltd.
DECREASED
Shares23,128 from 27,085
Change-3,957 (-15%)
Value$9.7M (-$59.3K)
Filed 2026-10-21
Acadian Asset Management LLC
INCREASED
Shares23,019 from 3,017
Change+20,002 (+663%)
Value$9.7M (+$8.6M)
Filed 2026-11-09
Burns J W & Co Inc
INCREASED
Shares22,890 from 22,691
Change+199 (+1%)
Value$9.6M (+$1.4M)
Filed 2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED
Shares22,878 from 32,197
Change-9,319 (-29%)
Value$8.9M (-$2.3M)
Filed 2026-10-29
Kwmg, LLC
INCREASED
Shares22,844 from 22,623
Change+221 (+1%)
Value$9.6M (+$1.4M)
Filed 2026-10-07
Everett Harris & Co
DECREASED
Shares22,839 from 23,296
Change-457 (-2%)
Value$9.6M (+$1.2M)
Filed 2026-10-28
Trust Co of Vermont
INCREASED
Shares22,811 from 22,744
Change+67 (+0%)
Value$9.6M (+$1.4M)
Filed 2026-10-21
Vest Financial, LLC
DECREASED
Shares22,769 from 23,056
Change-287 (-1%)
Value$9.6M (+$1.2M)
Filed 2026-10-21
Ellsworth Advisors, LLC
INCREASED
Shares22,754 from 22,329
Change+425 (+2%)
Value$9.6M (+$1.6M)
Filed 2026-10-15
Navalign, LLC
UNCHANGED
Shares22,715 from 22,715
Change0 (0%)
Value$9.6M (+$1.3M)
Filed 2026-11-09
Mission Wealth Management, LP
DECREASED
Shares22,706 from 25,436
Change-2,730 (-11%)
Value$9.6M (+$359.7K)
Filed 2026-10-15
Adell Harriman & Carpenter Inc
INCREASED
Shares22,703 from 22,188
Change+515 (+2%)
Value$9.6M (+$1.5M)
Filed 2026-11-02
Royal Fund Management, LLC
INCREASED
Shares22,585 from 22,196
Change+389 (+2%)
Value$9.5M (+$1.5M)
Filed 2026-10-22
Leuthold Group, LLC
INCREASED
Shares22,409 from 20,512
Change+1,897 (+9%)
Value$9.4M (+$2.0M)
Filed 2026-11-04
North Star Investment Management Corp.
DECREASED
Shares22,064 from 22,195
Change-131 (-1%)
Value$9.3M (+$1.3M)
Filed 2026-10-27
Kesler, Norman & Wride, LLC
DECREASED
Shares22,060 from 22,167
Change-107 (0%)
Value$9.3M (+$1.3M)
Filed 2026-11-06
Associated Banc-Corp
DECREASED
Shares22,008 from 22,395
Change-387 (-2%)
Value$9.3M (+$1.2M)
Filed 2026-10-30
AlTi Global, Inc.
DECREASED
Shares22,005 from 22,182
Change-177 (-1%)
Value$9.3M (+$1.2M)
Filed 2026-11-09
MGO One Seven LLC
INCREASED
Shares21,758 from 12,437
Change+9,321 (+75%)
Value$9.2M (+$4.7M)
Filed 2026-10-28
Tokio Marine Asset Management Co LTD
INCREASED
Shares21,581 from 20,481
Change+1,100 (+5%)
Value$9.1M (+$1.7M)
Filed 2026-10-26
Kelsey Financial, LLC
DECREASED
Shares21,553 from 21,792
Change-239 (-1%)
Value$9.1M (+$1.2M)
Filed 2026-10-28
LEE Danner & Bass Inc
DECREASED
Shares21,547 from 21,832
Change-285 (-1%)
Value$9.1M (+$1.2M)
Filed 2026-10-27
Howard Capital Management, LLC
DECREASED
Shares21,447 from 21,489
Change-42 (0%)
Value$9.0M (+$1.3M)
Filed 2026-10-16
Somerset Trust Co
DECREASED
Shares21,274 from 21,352
Change-78 (0%)
Value$9.0M (+$1.2M)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares21,097 from 18,256
Change+2,841 (+16%)
Value$8.9M (+$2.3M)
Filed 2026-10-22
Simplify Asset Management Inc.
DECREASED
Shares20,917 from 20,974
Change-57 (0%)
Value$8.8M (+$1.2M)
Filed 2026-10-27
Warren Street Wealth Advisors, LLC
INCREASED
Shares20,787 from 20,698
Change+89 (+0%)
Value$8.8M (+$1.3M)
Filed 2026-11-04
Kornitzer Capital Management Inc
INCREASED
Shares20,672 from 20,396
Change+276 (+1%)
Value$8.7M (+$1.3M)
Filed 2026-11-03
Columbia Asset Management
DECREASED
Shares20,659 from 21,458
Change-799 (-4%)
Value$8.7M (+$937.6K)
Filed 2026-10-19
Coldstream Capital Management Inc
INCREASED
Shares20,632 from 19,733
Change+899 (+5%)
Value$8.7M (+$1.6M)
Filed 2026-11-09
Columbus Macro, LLC
INCREASED
Shares20,378 from 20,153
Change+225 (+1%)
Value$8.6M (+$1.3M)
Filed 2026-10-14
NewSquare Capital LLC
INCREASED
Shares20,319 from 19,514
Change+805 (+4%)
Value$8.6M (+$1.5M)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares20,100 from 15,360
Change+4,740 (+31%)
Value$8.5M (+$2.9M)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
DECREASED
Shares20,067 from 20,237
Change-170 (-1%)
Value$8.5M (+$1.1M)
Filed 2026-10-13
Capital Investment Counsel, LLC
DECREASED
Shares20,059 from 20,071
Change-12 (0%)
Value$8.5M (+$1.2M)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares19,951 from 18,395
Change+1,556 (+8%)
Value$8.4M (+$1.7M)
Filed 2026-10-08
Argent Trust Co
DECREASED
Shares19,900 from 20,391
Change-491 (-2%)
Value$8.4M (+$1.0M)
Filed 2026-11-09
DLK Investment Management, LLC
INCREASED
Shares19,891 from 19,109
Change+782 (+4%)
Value$8.4M (+$2.4M)
Filed 2026-10-09
Hamel Associates, Inc.
DECREASED
Shares19,807 from 20,068
Change-261 (-1%)
Value$8.3M (+$1.1M)
Filed 2026-11-06
Romano Brothers and Company
DECREASED
Shares19,584 from 19,859
Change-275 (-1%)
Value$8.3M (+$1.1M)
Filed 2026-10-22
Argyle Capital Management, LLC
DECREASED
Shares19,336 from 19,501
Change-165 (-1%)
Value$8.2M (+$1.1M)
Filed 2026-10-28
Cadinha & Co LLC
INCREASED
Shares19,145 from 18,865
Change+280 (+1%)
Value$8.1M (+$1.2M)
Filed 2026-10-22
Towne Trust Company, N.a
DECREASED
Shares19,062 from 19,650
Change-588 (-3%)
Value$8.0M (+$919.2K)
Filed 2026-10-28
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares19,050 from 19,325
Change-275 (-1%)
Value$8.0M (+$1.0M)
Filed 2026-10-14
Inlet Private Wealth, LLC
UNCHANGED
Shares18,994 from 18,994
Change0 (0%)
Value$8.0M (+$1.1M)
Filed 2026-10-21
Confluence Wealth Services, Inc.
INCREASED
Shares18,976 from 17,600
Change+1,376 (+8%)
Value$8.0M (+$1.6M)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares18,963 from 17,383
Change+1,580 (+9%)
Value$8.0M (+$1.7M)
Filed 2026-11-05
Leavell Investment Management, Inc.
INCREASED
Shares18,947 from 17,935
Change+1,012 (+6%)
Value$8.0M (+$1.5M)
Filed 2026-11-09
Integrated Advisors Network LLC
INCREASED
Shares18,896 from 18,675
Change+221 (+1%)
Value$8.0M (+$1.2M)
Filed 2026-10-20
SS&H Financial Advisors, Inc.
DECREASED
Shares18,853 from 19,003
Change-150 (-1%)
Value$7.9M (+$1.1M)
Filed 2026-10-28
Founders Capital Management, LLC
UNCHANGED
Shares18,820 from 18,820
Change0 (0%)
Value$7.9M (+$1.1M)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares18,816 from 14,019
Change+4,797 (+34%)
Value$7.9M (+$2.9M)
Filed 2026-10-23
Penn Davis Mcfarland Inc
DECREASED
Shares18,723 from 18,748
Change-25 (0%)
Value$7.9M (+$1.1M)
Filed 2026-10-23
Sitrin Capital Management LLC
DECREASED
Shares18,667 from 18,814
Change-147 (-1%)
Value$7.9M (+$1.1M)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares18,613 from 14,031
Change+4,582 (+33%)
Value$7.8M (+$2.8M)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares18,598 from 18,320
Change+278 (+2%)
Value$7.8M (+$1.2M)
Filed 2026-10-28
Moors & Cabot, Inc.
INCREASED
Shares18,382 from 14,884
Change+3,498 (+24%)
Value$7.7M (+$2.4M)
Filed 2026-11-06
Occidental Asset Management, LLC
INCREASED
Shares18,338 from 17,469
Change+869 (+5%)
Value$7.7M (+$1.4M)
Filed 2026-11-05
Pinkerton Wealth, LLC
INCREASED
Shares18,261 from 17,769
Change+492 (+3%)
Value$7.7M (+$1.4M)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares18,196 from 17,477
Change+719 (+4%)
Value$7.7M (+$1.3M)
Filed 2026-11-04
XML Financial, LLC
DECREASED
Shares18,034 from 18,659
Change-625 (-3%)
Value$7.6M (+$844.7K)
Filed 2026-10-29
True Freedom Investing, LLC
INCREASED
Shares17,949 from 17,242
Change+707 (+4%)
Value$7.6M (+$1.5M)
Filed 2026-10-29
Chesley Taft & Associates LLC
DECREASED
Shares17,924 from 18,897
Change-973 (-5%)
Value$7.6M (+$712.2K)
Filed 2026-10-13
Tema Etfs LLC
DECREASED
Shares17,852 from 26,231
Change-8,379 (-32%)
Value$7.5M (-$2.0M)
Filed 2026-10-16
Thompson Investment Management, Inc.
DECREASED
Shares17,830 from 18,002
Change-172 (-1%)
Value$7.5M (+$996.7K)
Filed 2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares17,827 from 13,327
Change+4,500 (+34%)
Value$7.5M (+$2.7M)
Filed 2026-10-22
Cypress Capital Group
DECREASED
Shares17,803 from 18,021
Change-218 (-1%)
Value$7.5M (+$978.4K)
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
INCREASED
Shares17,723 from 16,503
Change+1,220 (+7%)
Value$7.5M (+$1.5M)
Filed 2026-10-26
Trifecta Capital Advisors, LLC
INCREASED
Shares17,513 from 16,502
Change+1,011 (+6%)
Value$7.4M (+$1.4M)
Filed 2026-10-21
Obsidian CIO, LLC
DECREASED
Shares17,492 from 18,327
Change-835 (-5%)
Value$7.4M (+$736.5K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares17,427 from 17,375
Change+52 (+0%)
Value$7.3M (+$1.1M)
Filed 2026-10-08
Burney Co/
INCREASED
Shares16,997 from 16,862
Change+135 (+1%)
Value$7.2M (+$1.1M)
Filed 2026-10-15
Physicians Financial Services, Inc.
DECREASED
Shares16,917 from 16,942
Change-25 (0%)
Value$7.1M (+$996.0K)
Filed 2026-11-04
Quadrant Capital Group LLC
INCREASED
Shares16,899 from 16,658
Change+241 (+1%)
Value$7.0M (+$944.4K)
Filed 2026-10-20
Perennial Advisors, LLC
DECREASED
Shares16,846 from 17,507
Change-661 (-4%)
Value$7.1M (+$760.8K)
Filed 2026-10-13
Kerusso Capital Management LLC
INCREASED
Shares16,823 from 15,282
Change+1,541 (+10%)
Value$7.1M (+$1.6M)
Filed 2026-10-27
Coastline Trust Co
DECREASED
Shares16,706 from 17,028
Change-322 (-2%)
Value$7.0M (+$875.6K)
Filed 2026-10-01
Regions Financial Corp
INCREASED
Shares16,665 from 16,419
Change+246 (+2%)
Value$7.0M (+$1.1M)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares16,656 from 16,562
Change+94 (+1%)
Value$7.0M (+$1.0M)
Filed 2026-11-05
Butensky & Cohen Financial Security, Inc
DECREASED
Shares16,654 from 17,255
Change-601 (-3%)
Value$7.0M (+$771.4K)
Filed 2026-10-13
Community Bank, N.A.
DECREASED
Shares16,596 from 16,708
Change-112 (-1%)
Value$7.0M (+$945.2K)
Filed 2026-11-06
Decker Wealth Management LLC
INCREASED
Shares16,579 from 16,384
Change+195 (+1%)
Value$7.0M (+$1.1M)
Filed 2026-10-09
North Dakota State Investment Board
INCREASED
Shares16,532 from 15,994
Change+538 (+3%)
Value$7.0M (+$1.2M)
Filed 2026-10-27
Nicholas Company, Inc.
UNCHANGED
Shares16,435 from 16,435
Change0 (0%)
Value$6.9M (+$976.1K)
Filed 2026-11-05
Boston Common Asset Management, LLC
INCREASED
Shares16,374 from 13,698
Change+2,676 (+20%)
Value$6.9M (+$1.9M)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares16,328 from 9,717
Change+6,611 (+68%)
Value$6.9M (+$3.4M)
Filed 2026-10-14
PKO Investment Management Joint-Stock Co
DECREASED
Shares16,200 from 16,400
Change-200 (-1%)
Value$6.8M (+$889.7K)
Filed 2026-10-19
Level Four Advisory Services, LLC
INCREASED
Shares16,155 from 15,638
Change+517 (+3%)
Value$6.8M (+$1.1M)
Filed 2026-11-06
Central Bank & Trust Co
DECREASED
Shares16,062 from 16,134
Change-72 (0%)
Value$6.8M (+$927.9K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
DECREASED
Shares15,945 from 16,509
Change-564 (-3%)
Value$6.7M (+$742.7K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares15,897 from 17,744
Change-1,847 (-10%)
Value$6.7M (+$275.3K)
Filed 2026-10-22
Emerald Investment Advisers, LLC
INCREASED
Shares15,825 from 15,256
Change+569 (+4%)
Value$6.7M (+$1.1M)
Filed 2026-11-09
Stonebridge Financial Group, LLC
INCREASED
Shares15,821 from 15,561
Change+260 (+2%)
Value$6.7M (+$1.0M)
Filed 2026-10-01
Mcdonald Partners LLC
DECREASED
Shares15,804 from 15,929
Change-125 (-1%)
Value$6.7M (+$893.3K)
Filed 2026-11-03
Brady Family Wealth, LLC
DECREASED
Shares15,745 from 16,692
Change-947 (-6%)
Value$6.6M (+$592.3K)
Filed 2026-11-02
Sheets Smith Wealth Management
DECREASED
Shares15,722 from 17,231
Change-1,509 (-9%)
Value$6.6M (+$387.1K)
Filed 2026-10-16
Guardian Investment Management
DECREASED
Shares15,705 from 16,205
Change-500 (-3%)
Value$6.6M (+$751.7K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
DECREASED
Shares15,609 from 15,803
Change-194 (-1%)
Value$6.6M (+$856.8K)
Filed 2026-10-15
AIA Group Ltd
DECREASED
Shares15,607 from 21,029
Change-5,422 (-26%)
Value$6.6M (-$1.0M)
Filed 2026-10-30
Greenleaf Trust
DECREASED
Shares15,544 from 16,069
Change-525 (-3%)
Value$6.6M (+$733.0K)
Filed 2026-10-29
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares15,509 from 14,896
Change+613 (+4%)
Value$6.5M (+$1.1M)
Filed 2026-11-05
Nwam LLC
DECREASED
Shares15,416 from 16,081
Change-665 (-4%)
Value$6.5M (+$674.7K)
Filed 2026-11-09
Prime Capital Investment Advisors, LLC
DECREASED
Shares15,312 from 15,849
Change-537 (-3%)
Value$6.5M (+$714.8K)
Filed 2026-10-20
Sawyer & Company, Inc
DECREASED
Shares15,229 from 15,704
Change-475 (-3%)
Value$6.4M (+$732.4K)
Filed 2026-10-21
Natixis
INCREASED
Shares15,163 from 3,343
Change+11,820 (+354%)
Value$6.4M (+$5.2M)
Filed 2026-11-06
Edmp, Inc.
DECREASED
Shares15,159 from 15,552
Change-393 (-3%)
Value$6.4M (+$758.1K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares15,153 from 15,151
Change+2 (+0%)
Value$6.4M (+$900.6K)
Filed 2026-10-26
ProVise Management Group, LLC
DECREASED
Shares15,152 from 16,496
Change-1,344 (-8%)
Value$6.4M (+$413.2K)
Filed 2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares15,104 from 14,622
Change+482 (+3%)
Value$6.4M (+$1.1M)
Filed 2026-10-23
Sage Capital Advisors,llc
INCREASED
Shares15,087 from 15,056
Change+31 (+0%)
Value$6.4M (+$907.2K)
Filed 2026-10-13
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares15,081 from 16,701
Change-1,620 (-10%)
Value$6.4M (+$308.9K)
Filed 2026-11-04
Advanced Asset Management Advisors Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$6.3M (+$890.9K)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares14,937 from 14,656
Change+281 (+2%)
Value$6.3M (+$988.8K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares14,861 from 14,086
Change+775 (+6%)
Value$6.3M (+$1.2M)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED
Shares14,846 from 14,518
Change+328 (+2%)
Value$6.3M (+$1.0M)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares14,828 from 14,339
Change+489 (+3%)
Value$6.2M (+$1.1M)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares14,567 from 13,140
Change+1,427 (+11%)
Value$6.1M (+$1.4M)
Filed 2026-11-04
R.H. Investment Group, LLC
INCREASED
Shares14,499 from 14,477
Change+22 (+0%)
Value$6.1M (+$869.1K)
Filed 2026-11-09
StrongBox Wealth, LLC
DECREASED
Shares14,440 from 15,098
Change-658 (-4%)
Value$6.1M (+$619.5K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares14,360 from 14,343
Change+17 (+0%)
Value$6.1M (+$859.0K)
Filed 2026-10-22
Elyxium Wealth, LLC
INCREASED
Shares14,296 from 14,252
Change+44 (+0%)
Value$6.0M (+$865.0K)
Filed 2026-10-27
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares14,281 from 14,946
Change-665 (-4%)
Value$6.0M (+$607.4K)
Filed 2026-10-30
Morningstar Investment Management LLC
DECREASED
Shares14,275 from 14,529
Change-254 (-2%)
Value$6.0M (+$905.0K)
Filed 2026-11-09
Blue Square Asset Management, LLC
DECREASED
Shares14,272 from 14,937
Change-665 (-4%)
Value$6.0M (+$606.8K)
Filed 2026-11-02
Ball & Co Wealth Management Inc.
DECREASED
Shares14,270 from 14,353
Change-83 (-1%)
Value$6.0M (+$818.4K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
DECREASED
Shares14,248 from 15,621
Change-1,373 (-9%)
Value$6.0M (+$349.1K)
Filed 2026-11-06
Vertrix Wealth Management, LLC
DECREASED
Shares14,241 from 16,032
Change-1,791 (-11%)
Value$6.0M (+$197.3K)
Filed 2026-10-13
Kimelman & Baird, LLC
UNCHANGED
Shares14,240 from 14,240
Change0 (0%)
Value$6.0M (+$845.7K)
Filed 2026-11-03
New England Research & Management, Inc.
INCREASED
Shares14,215 from 11,880
Change+2,335 (+20%)
Value$6.0M (+$1.7M)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares14,214 from 13,080
Change+1,134 (+9%)
Value$6.0M (+$1.3M)
Filed 2026-10-27
Fragasso Financial Advisors Inc
INCREASED
Shares14,185 from 11,714
Change+2,471 (+21%)
Value$5.9M (+$1.6M)
Filed 2026-10-13
Ascent Wealth Partners, LLC
DECREASED
Shares14,086 from 14,199
Change-113 (-1%)
Value$5.9M (+$795.6K)
Filed 2026-10-23
Securian Asset Management, Inc
DECREASED
Shares14,085 from 14,346
Change-261 (-2%)
Value$5.9M (+$682.2K)
Filed 2026-11-06
Range Financial Group LLC
INCREASED
Shares13,963 from 13,553
Change+410 (+3%)
Value$5.9M (+$977.8K)
Filed 2026-10-21
Aire Advisors, LLC
INCREASED
Shares13,962 from 13,940
Change+22 (+0%)
Value$5.9M (+$837.1K)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares13,810
Change+13,810
Value$5.8M
Filed 2026-11-03
McGuire Investment Group, LLC
INCREASED
Shares13,791 from 13,184
Change+607 (+5%)
Value$5.8M (+$1.0M)
Filed 2026-10-23
Bfsg, LLC
DECREASED
Shares13,701 from 13,879
Change-178 (-1%)
Value$5.8M (+$749.5K)
Filed 2026-10-30
Sentry LLC
DECREASED
Shares13,693 from 13,941
Change-248 (-2%)
Value$5.8M (+$723.4K)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares13,666 from 14,633
Change-967 (-7%)
Value$5.8M (+$461.6K)
Filed 2026-10-16
Joseph Group Capital Management
DECREASED
Shares13,613 from 14,086
Change-473 (-3%)
Value$5.7M (+$637.2K)
Filed 2026-11-04
E. Ohman J:or Asset Management AB
DECREASED
Shares13,532 from 19,515
Change-5,983 (-31%)
Value$5.7M (-$1.4M)
Filed 2026-10-22
Old National Bancorp
INCREASED
Shares13,433 from 11,639
Change+1,794 (+15%)
Value$5.7M (+$1.4M)
Filed 2026-10-20
GKV Capital Management Co., Inc.
INCREASED
Shares13,423 from 13,128
Change+295 (+2%)
Value$5.7M (+$904.0K)
Filed 2026-11-06
SeaCrest Wealth Management, LLC
DECREASED
Shares13,410 from 13,712
Change-302 (-2%)
Value$5.7M (+$686.8K)
Filed 2026-10-21
LBP AM SA
INCREASED
Shares13,367 from 10,968
Change+2,399 (+22%)
Value$5.6M (+$1.7M)
Filed 2026-11-06
Lodestone Wealth Management LLC
DECREASED
Shares13,336 from 13,415
Change-79 (-1%)
Value$5.6M (+$763.4K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED
Shares13,328 from 13,323
Change+5 (+0%)
Value$5.6M (+$793.2K)
Filed 2026-10-08
Ipswich Investment Management Co., Inc.
DECREASED
Shares13,251 from 15,234
Change-1,983 (-13%)
Value$5.6M (+$68.9K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
INCREASED
Shares13,209 from 13,184
Change+25 (+0%)
Value$5.6M (+$793.5K)
Filed 2026-10-27
Carolina Wealth Advisors, LLC
INCREASED
Shares13,167 from 13,010
Change+157 (+1%)
Value$5.6M (+$838.8K)
Filed 2026-10-23
BankPlus Trust Department
INCREASED
Shares13,151 from 12,589
Change+562 (+4%)
Value$5.5M (+$984.5K)
Filed 2026-11-06
Triglav Investments, D.O.O.
INCREASED
Shares13,050 from 4,050
Change+9,000 (+222%)
Value$5.5M (+$4.0M)
Filed 2026-11-06
Franklin Street Advisors Inc
INCREASED
Shares13,046 from 3,408
Change+9,638 (+283%)
Value$5.5M (+$4.3M)
Filed 2026-10-13
Bull Street Advisors, LLC
INCREASED
Shares12,993 from 12,977
Change+16 (+0%)
Value$5.5M (+$778.0K)
Filed 2026-10-20
Waldron Private Wealth LLC
DECREASED
Shares12,955 from 12,994
Change-39 (0%)
Value$5.5M (+$755.3K)
Filed 2026-11-02
Douglas Lane & Associates, LLC
DECREASED
Shares12,952 from 13,032
Change-80 (-1%)
Value$5.5M (+$740.3K)
Filed 2026-10-09
City Holding Co
INCREASED
Shares12,933 from 12,282
Change+651 (+5%)
Value$5.5M (+$1.0M)
Filed 2026-10-19
Grey Ledge Advisors, LLC
DECREASED
Shares12,892 from 13,311
Change-419 (-3%)
Value$5.4M (+$614.0K)
Filed 2026-11-02
Family Legacy, Inc.
INCREASED
Shares12,889 from 12,818
Change+71 (+1%)
Value$5.4M (+$791.2K)
Filed 2026-10-13
Letson Investment Management, Inc.
DECREASED
Shares12,875 from 13,001
Change-126 (-1%)
Value$5.4M (+$719.0K)
Filed 2026-11-05
Praxis Investment Management Inc
UNCHANGED
Shares12,830 from 12,830
Change0 (0%)
Value$5.4M (+$762.0K)
Filed 2026-11-03
Slow Capital, Inc.
DECREASED
Shares12,794 from 13,544
Change-750 (-6%)
Value$5.4M (+$488.2K)
Filed 2026-10-23
apricus wealth, LLC
INCREASED
Shares12,748 from 12,604
Change+144 (+1%)
Value$5.4M (+$809.2K)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares12,745 from 12,553
Change+192 (+2%)
Value$5.4M (+$826.4K)
Filed 2026-11-05
Jones Kertz & Associates, Inc.
DECREASED
Shares12,723 from 12,733
Change-10 (0%)
Value$5.4M (+$752.0K)
Filed 2026-10-28
MCF Advisors LLC
INCREASED
Shares12,620 from 12,335
Change+285 (+2%)
Value$5.3M (+$852.9K)
Filed 2026-10-28
Ranch Capital Advisors Inc.
INCREASED
Shares12,588 from 12,108
Change+480 (+4%)
Value$5.3M (+$921.4K)
Filed 2026-11-09
Huntleigh Advisors, Inc.
INCREASED
Shares12,420 from 12,329
Change+91 (+1%)
Value$5.2M (+$770.6K)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
DECREASED
Shares12,358 from 12,746
Change-388 (-3%)
Value$5.2M (+$593.4K)
Filed 2026-11-03
Malaga Cove Capital, LLC
DECREASED
Shares12,328 from 13,245
Change-917 (-7%)
Value$5.2M (+$400.1K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares12,305 from 10,539
Change+1,766 (+17%)
Value$5.2M (+$1.4M)
Filed 2026-10-23
Revolve Wealth Partners, LLC
DECREASED
Shares12,295 from 12,937
Change-642 (-5%)
Value$5.2M (+$497.7K)
Filed 2026-10-23
Cohen Investment Advisors LLC
INCREASED
Shares12,279 from 12,195
Change+84 (+1%)
Value$5.2M (+$759.7K)
Filed 2026-10-20
Univest Financial Corp
DECREASED
Shares12,198 from 12,536
Change-338 (-3%)
Value$5.1M (+$601.9K)
Filed 2026-11-05
Woodstock Corp
DECREASED
Shares12,196 from 12,301
Change-105 (-1%)
Value$5.1M (+$686.4K)
Filed 2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares12,193 from 12,193
Change0 (0%)
Value$4.4M ($0)
Filed 2026-10-15
Community Bank & Trust, Waco, Texas
INCREASED
Shares12,050 from 10,604
Change+1,446 (+14%)
Value$5.1M (+$1.2M)
Filed 2026-10-19
Stanley-Laman Group, Ltd.
DECREASED
Shares11,946 from 12,227
Change-281 (-2%)
Value$5.0M (+$607.8K)
Filed 2026-10-20
Great Valley Advisor Group, Inc.
DECREASED
Shares11,910 from 12,332
Change-422 (-3%)
Value$5.0M (+$554.3K)
Filed 2026-11-09
Clarity Wealth Advisors, LLC
UNCHANGED
Shares11,883 from 11,883
Change0 (0%)
Value$5.0M (+$705.7K)
Filed 2026-10-21
Courier Capital LLC
DECREASED
Shares11,841 from 12,257
Change-416 (-3%)
Value$5.0M (+$552.8K)
Filed 2026-10-19
Alkeme Wealth, LLC
DECREASED
Shares11,828 from 12,653
Change-825 (-7%)
Value$5.0M (+$403.8K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares11,805 from 11,139
Change+666 (+6%)
Value$5.0M (+$942.1K)
Filed 2026-11-03
Virginia Wealth Management Group, Inc.
INCREASED
Shares11,748 from 11,716
Change+32 (+0%)
Value$5.0M (+$709.2K)
Filed 2026-10-14
Smith Salley Wealth Management
INCREASED
Shares11,676 from 11,307
Change+369 (+3%)
Value$4.9M (+$826.7K)
Filed 2026-11-03
Masterinvest Kapitalanlage GmbH
DECREASED
Shares11,673 from 11,907
Change-234 (-2%)
Value$4.9M (+$608.5K)
Filed 2026-11-03
Hennessy Advisors Inc
DECREASED
Shares11,650 from 19,120
Change-7,470 (-39%)
Value$4.9M (-$2.0M)
Filed 2026-10-28
Institute for Wealth Management, Llc.
DECREASED
Shares11,636 from 11,683
Change-47 (0%)
Value$4.9M (+$674.1K)
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares11,628 from 2,753
Change+8,875 (+322%)
Value$4.9M (+$3.9M)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares11,577 from 8,666
Change+2,911 (+34%)
Value$4.7M (+$1.6M)
Filed 2026-10-09
Donoghue Forlines LLC
NEW
Shares11,564
Change+11,564
Value$4.9M
Filed 2026-11-02
Plimoth Trust Co LLC
DECREASED
Shares11,552 from 11,650
Change-98 (-1%)
Value$4.9M (+$650.6K)
Filed 2026-10-26
Chicago Capital, LLC
DECREASED
Shares11,448 from 11,787
Change-339 (-3%)
Value$4.8M (+$557.0K)
Filed 2026-10-13
Clear Trail Advisors, LLC
INCREASED
Shares11,377 from 9,755
Change+1,622 (+17%)
Value$4.8M (+$1.3M)
Filed 2026-10-20
Ellerson Group Inc
DECREASED
Shares11,316 from 11,958
Change-642 (-5%)
Value$5.2M (+$889.4K)
Filed 2026-11-04
Castleview Partners, LLC
INCREASED
Shares11,160 from 10,552
Change+608 (+6%)
Value$4.7M (+$883.1K)
Filed 2026-10-09
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares11,150 from 11,265
Change-115 (-1%)
Value$4.7M (+$620.5K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares11,097 from 11,223
Change-126 (-1%)
Value$4.7M (+$613.4K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares11,090 from 9,709
Change+1,381 (+14%)
Value$4.7M (+$1.2M)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares11,027 from 11,393
Change-366 (-3%)
Value$4.6M (+$522.4K)
Filed 2026-10-30
Studio Investment Management LLC
DECREASED
Shares11,016 from 11,212
Change-196 (-2%)
Value$4.6M (+$583.3K)
Filed 2026-10-22
Hanson & Doremus Investment Management
UNCHANGED
Shares10,917 from 10,917
Change0 (0%)
Value$4.6M (+$649.0K)
Filed 2026-10-16
Fulton Bank, N.A.
DECREASED
Shares10,904 from 14,713
Change-3,809 (-26%)
Value$4.6M (-$731.7K)
Filed 2026-10-14
OFI Invest Asset Management
DECREASED
Shares10,848 from 12,932
Change-2,084 (-16%)
Value$4.1M (-$135.6K)
Filed 2026-11-06
Meiji Yasuda America Inc
DECREASED
Shares10,777 from 13,347
Change-2,570 (-19%)
Value$4.5M (-$290.6K)
Filed 2026-10-22
Processus Wealth & Capital Management, LLC
DECREASED
Shares10,770 from 10,976
Change-206 (-2%)
Value$4.5M (+$565.0K)
Filed 2026-10-16
Community Trust & Investment Co
DECREASED
Shares10,760 from 10,932
Change-172 (-2%)
Value$4.5M (+$576.8K)
Filed 2026-10-15
Sowell Financial Services LLC
DECREASED
Shares10,745 from 10,762
Change-17 (0%)
Value$4.5M (+$632.2K)
Filed 2026-10-23
Concord Wealth Partners
DECREASED
Shares10,699 from 11,144
Change-445 (-4%)
Value$4.5M (+$474.2K)
Filed 2026-11-02
Wolff Wiese Magana LLC
DECREASED
Shares10,689 from 10,938
Change-249 (-2%)
Value$4.5M (+$544.8K)
Filed 2026-10-15
Canandaigua National Bank & Trust Co
DECREASED
Shares10,623 from 10,817
Change-194 (-2%)
Value$4.5M (+$560.6K)
Filed 2026-10-07
Wendell David Associates Inc
DECREASED
Shares10,536 from 10,743
Change-207 (-2%)
Value$4.4M (+$551.0K)
Filed 2026-10-27
Western Wealth Management, LLC
INCREASED
Shares10,497 from 10,288
Change+209 (+2%)
Value$4.4M (+$698.9K)
Filed 2026-11-09
Csenge Advisory Group
INCREASED
Shares10,491 from 10,362
Change+129 (+1%)
Value$4.4M (+$669.6K)
Filed 2026-11-04
Zevenbergen Capital Investments LLC
INCREASED
Shares10,462 from 9,989
Change+473 (+5%)
Value$4.4M (+$792.5K)
Filed 2026-10-08
Investment House LLC
DECREASED
Shares10,398 from 25,068
Change-14,670 (-59%)
Value$4.4M (-$4.7M)
Filed 2026-10-21
Integrity Alliance, Llc.
DECREASED
Shares10,381 from 10,500
Change-119 (-1%)
Value$4.4M (+$573.2K)
Filed 2026-10-29
Great Diamond Partners, LLC
DECREASED
Shares10,334 from 10,339
Change-5 (0%)
Value$4.4M (+$611.9K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares10,314 from 7,473
Change+2,841 (+38%)
Value$4.3M (+$1.6M)
Filed 2026-10-27
WealthPlan Investment Management, LLC
DECREASED
Shares10,303 from 13,358
Change-3,055 (-23%)
Value$4.3M (-$494.1K)
Filed 2026-10-15
Delta Financial Advisors LLC
DECREASED
Shares10,227 from 10,233
Change-6 (0%)
Value$4.3M (+$605.3K)
Filed 2026-10-27
TD Private Client Wealth LLC
DECREASED
Shares10,201 from 17,457
Change-7,256 (-42%)
Value$4.3M (-$2.0M)
Filed 2026-10-28
Harrington Investments, Inc
DECREASED
Shares10,173 from 10,367
Change-194 (-2%)
Value$4.3M (+$533.9K)
Filed 2026-10-14
NTV Asset Management LLC
DECREASED
Shares10,172 from 10,347
Change-175 (-2%)
Value$4.3M (+$540.7K)
Filed 2026-10-23
Valley National Advisers Inc
DECREASED
Shares10,097 from 10,266
Change-169 (-2%)
Value$4.3M (+$538.2K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares10,064 from 10,299
Change-235 (-2%)
Value$4.2M (+$512.4K)
Filed 2026-10-13
River Wealth Advisors LLC
DECREASED
Shares10,048 from 13,155
Change-3,107 (-24%)
Value$4.2M (-$528.3K)
Filed 2026-11-09
Indivisible Partners
INCREASED
Shares10,045 from 3,073
Change+6,972 (+227%)
Value$4.2M (+$3.1M)
Filed 2026-10-26
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$4.2M (+$593.9K)
Filed 2026-11-06
Councilmark Asset Management, LLC
DECREASED
Shares9,991 from 10,011
Change-20 (0%)
Value$4.2M (+$586.1K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED
Shares9,973 from 9,777
Change+196 (+2%)
Value$4.2M (+$663.3K)
Filed 2026-10-28
Bourne Lent Asset Management Inc
UNCHANGED
Shares9,860 from 9,860
Change0 (0%)
Value$4.2M (+$585.6K)
Filed 2026-11-05
AMG National Trust Bank
DECREASED
Shares9,807 from 9,854
Change-47 (0%)
Value$4.1M (+$565.5K)
Filed 2026-11-05
Westside Investment Management, Inc.
DECREASED
Shares9,801 from 9,816
Change-15 (0%)
Value$4.1M (+$535.8K)
Filed 2026-11-02
Leelyn Smith, LLC
DECREASED
Shares9,766 from 9,952
Change-186 (-2%)
Value$4.1M (+$512.5K)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
DECREASED
Shares9,759 from 9,856
Change-97 (-1%)
Value$4.1M (+$544.5K)
Filed 2026-10-14
Norden Group LLC
DECREASED
Shares9,656 from 10,471
Change-815 (-8%)
Value$4.1M (+$278.3K)
Filed 2026-10-20
Pathway Financial Advisers, LLC
DECREASED
Shares9,613 from 9,809
Change-196 (-2%)
Value$4.1M (+$500.1K)
Filed 2026-10-27
FinArc Investments, Inc.
DECREASED
Shares9,597 from 10,194
Change-597 (-6%)
Value$4.0M (+$353.8K)
Filed 2026-10-14
Integras Partners LLC
DECREASED
Shares9,578 from 9,675
Change-97 (-1%)
Value$4.0M (+$533.8K)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares9,550 from 9,560
Change-10 (0%)
Value$4.0M (+$563.8K)
Filed 2026-11-04
Iowa State Bank
DECREASED
Shares9,548 from 9,653
Change-105 (-1%)
Value$4.0M (+$529.0K)
Filed 2026-10-06
Fifth Third Wealth Advisors LLC
INCREASED
Shares9,517 from 9,260
Change+257 (+3%)
Value$4.0M (+$658.3K)
Filed 2026-10-22
Peloton Wealth Strategists
DECREASED
Shares9,475 from 11,260
Change-1,785 (-16%)
Value$4.0M (-$83.0K)
Filed 2026-11-09
Aull & Monroe Investment Management Corp
DECREASED
Shares9,468 from 9,494
Change-26 (0%)
Value$4.0M (+$552.9K)
Filed 2026-10-16
Flagship Capital Management Inc.
INCREASED
Shares9,465 from 9,415
Change+50 (+1%)
Value$4.0M (+$580.2K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares9,449 from 8,702
Change+747 (+9%)
Value$4.0M (+$831.7K)
Filed 2026-10-14
Belpointe Asset Management LLC
INCREASED
Shares9,445 from 6,723
Change+2,722 (+40%)
Value$4.0M (+$1.5M)
Filed 2026-11-09
LaFleur & Godfrey LLC
DECREASED
Shares9,395 from 9,444
Change-49 (-1%)
Value$4.0M (+$540.2K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
INCREASED
Shares9,371 from 9,251
Change+120 (+1%)
Value$3.8M (+$311.5K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares9,356 from 9,577
Change-221 (-2%)
Value$3.9M (+$475.6K)
Filed 2026-10-29
Crescent Sterling, Ltd.
INCREASED
Shares9,344 from 9,182
Change+162 (+2%)
Value$3.9M (+$613.6K)
Filed 2026-10-16
Azzad Asset Management Inc
DECREASED
Shares9,307 from 9,364
Change-57 (-1%)
Value$3.9M (+$531.9K)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares9,273 from 9,193
Change+80 (+1%)
Value$3.9M (+$579.7K)
Filed 2026-11-02
Money Concepts Capital Corp
DECREASED
Shares9,264 from 9,402
Change-138 (-1%)
Value$3.9M (+$500.3K)
Filed 2026-11-06
Atlas Private Wealth Advisors
DECREASED
Shares9,254 from 14,329
Change-5,075 (-35%)
Value$3.9M (-$1.3M)
Filed 2026-10-23
Valmark Advisers, Inc.
INCREASED
Shares9,204 from 8,535
Change+669 (+8%)
Value$3.9M (+$789.0K)
Filed 2026-11-06
BIP Wealth, LLC
DECREASED
Shares9,199 from 9,380
Change-181 (-2%)
Value$3.9M (+$480.8K)
Filed 2026-10-22
U S Wealth Group, Llc.
DECREASED
Shares9,189 from 9,222
Change-33 (0%)
Value$3.9M (+$533.8K)
Filed 2026-11-09
Concord Asset Management, LLC
INCREASED
Shares9,147 from 8,937
Change+210 (+2%)
Value$3.9M (+$619.3K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares9,139 from 8,993
Change+146 (+2%)
Value$3.9M (+$636.2K)
Filed 2026-10-22
MV Capital Management, Inc.
INCREASED
Shares9,117 from 8,630
Change+487 (+6%)
Value$3.8M (+$717.8K)
Filed 2026-10-29
Kenora Financial, LLC
INCREASED
Shares9,115 from 9,078
Change+37 (+0%)
Value$3.8M (+$554.7K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
INCREASED
Shares9,101 from 8,255
Change+846 (+10%)
Value$28.0M (+$6.3M)
Filed 2026-11-04
ICW Investment Advisors LLC
DECREASED
Shares9,040 from 9,134
Change-94 (-1%)
Value$3.8M (+$502.9K)
Filed 2026-10-27
HBK Sorce Advisory LLC
DECREASED
Shares9,032 from 9,769
Change-737 (-8%)
Value$4.2M (+$173.4K)
Filed 2026-11-06
Lester Murray Antman dba SimplyRich
DECREASED
Shares8,953 from 8,999
Change-46 (-1%)
Value$3.8M (+$515.8K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares8,938 from 8,216
Change+722 (+9%)
Value$3.8M (+$792.3K)
Filed 2026-10-16
Cetera Trust Company, N.a
DECREASED
Shares8,933 from 8,983
Change-50 (-1%)
Value$3.8M (+$512.4K)
Filed 2026-11-09
Beacon Financial Group
DECREASED
Shares8,927 from 8,964
Change-37 (0%)
Value$3.8M (+$516.6K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares8,901 from 8,846
Change+55 (+1%)
Value$3.8M (+$547.2K)
Filed 2026-10-30
Trek Financial, LLC
INCREASED
Shares8,890 from 7,005
Change+1,885 (+27%)
Value$3.7M (+$1.2M)
Filed 2026-10-29
Evergreen Capital Management LLC
DECREASED
Shares8,880 from 8,884
Change-4 (0%)
Value$3.7M (+$526.0K)
Filed 2026-10-23
Citizens National Bank Trust Department
DECREASED
Shares8,837 from 9,432
Change-595 (-6%)
Value$3.7M (+$309.4K)
Filed 2026-11-04
Icici Prudential Asset Management Co Ltd
DECREASED
Shares8,822 from 8,925
Change-103 (-1%)
Value$3.7M (+$486.6K)
Filed 2026-11-06
Philip James Wealth Mangement, LLC
DECREASED
Shares8,818 from 8,948
Change-130 (-1%)
Value$3.7M (+$476.7K)
Filed 2026-10-27
Stokes Capital Advisors, LLC
INCREASED
Shares8,811 from 3,061
Change+5,750 (+188%)
Value$3.7M (+$2.6M)
Filed 2026-10-09
Compound Planning, Inc.
INCREASED
Shares8,744 from 8,559
Change+185 (+2%)
Value$3.7M (+$586.2K)
Filed 2026-11-09
Rayburn West Financial Services LLC
DECREASED
Shares8,721 from 8,771
Change-50 (-1%)
Value$3.7M (+$517.9K)
Filed 2026-11-03
Insight Inv LLC
DECREASED
Shares8,714 from 8,724
Change-10 (0%)
Value$3.7M (+$513.9K)
Filed 2026-10-27
Donaldson Capital Management, LLC
INCREASED
Shares8,681 from 8,641
Change+40 (+0%)
Value$3.7M (+$530.1K)
Filed 2026-11-09
Verity Asset Management, Inc.
DECREASED
Shares8,667 from 8,729
Change-62 (-1%)
Value$3.7M (+$492.4K)
Filed 2026-10-30
Reynders McVeigh Capital Management, LLC
DECREASED
Shares8,649 from 8,882
Change-233 (-3%)
Value$3.6M (+$429.8K)
Filed 2026-10-30
Oxler Private Wealth LLC
INCREASED
Shares8,633 from 8,583
Change+50 (+1%)
Value$3.6M (+$530.8K)
Filed 2026-10-21
First Bank & Trust
DECREASED
Shares8,535 from 11,014
Change-2,479 (-23%)
Value$3.6M (-$390.8K)
Filed 2026-10-19
ZWJ Investment Counsel Inc
DECREASED
Shares8,526 from 8,529
Change-3 (0%)
Value$3.6M (+$505.3K)
Filed 2026-10-15
Purus Wealth Management, LLC
INCREASED
Shares8,518 from 8,514
Change+4 (+0%)
Value$3.6M (+$507.6K)
Filed 2026-10-15
Platform Technology Partners
INCREASED
Shares8,516 from 8,500
Change+16 (+0%)
Value$3.6M (+$511.4K)
Filed 2026-11-02
Lesa Sroufe & Co
UNCHANGED
Shares8,490 from 8,490
Change0 (0%)
Value$3.6M (+$505.0K)
Filed 2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED
Shares8,467 from 8,364
Change+103 (+1%)
Value$3.6M (+$540.2K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares8,429 from 14,656
Change-6,227 (-42%)
Value$3.6M (-$1.8M)
Filed 2026-10-21
Pinnacle West Asset Management, Inc.
DECREASED
Shares8,400 from 8,815
Change-415 (-5%)
Value$3.5M (+$349.0K)
Filed 2026-11-09
AM Investment Strategies LLC
INCREASED
Shares8,371 from 8,350
Change+21 (+0%)
Value$3.5M (+$504.0K)
Filed 2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares8,351 from 9,351
Change-1,000 (-11%)
Value$3.5M (+$133.9K)
Filed 2026-11-03
Genus Capital Management Inc.
DECREASED
Shares8,277 from 36,237
Change-27,960 (-77%)
Value$3.5M (-$9.6M)
Filed 2026-11-04
Nkcfo LLC
NEW
Shares8,270
Change+8,270
Value$3.1K
Filed 2026-11-04
Cypress Capital, LLC
INCREASED
Shares8,251 from 8,112
Change+139 (+2%)
Value$3.5M (+$540.4K)
Filed 2026-10-20
Cordatus Wealth Management LLC
DECREASED
Shares8,206 from 8,245
Change-39 (0%)
Value$3.5M (+$473.2K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
INCREASED
Shares8,175 from 8,040
Change+135 (+2%)
Value$3.4M (+$534.5K)
Filed 2026-11-05
Violich Capital Management, Inc.
DECREASED
Shares8,150 from 9,350
Change-1,200 (-13%)
Value$3.4M (+$49.5K)
Filed 2026-10-05
Washington Trust Co
DECREASED
Shares8,137 from 8,486
Change-349 (-4%)
Value$3.4M (+$356.9K)
Filed 2026-10-22
Ticino Wealth
INCREASED
Shares8,122 from 7,598
Change+524 (+7%)
Value$3.4M (+$672.1K)
Filed 2026-10-13
First Merchants Corp
DECREASED
Shares8,092 from 8,521
Change-429 (-5%)
Value$3.4M (+$325.2K)
Filed 2026-10-15
Cooper Financial Group
DECREASED
Shares8,061 from 8,265
Change-204 (-2%)
Value$3.4M (+$404.6K)
Filed 2026-10-07
Intact Investment Management Inc.
DECREASED
Shares8,060 from 11,900
Change-3,840 (-32%)
Value$3.4M (-$911.9K)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares8,053 from 8,321
Change-268 (-3%)
Value$3.4M (+$381.2K)
Filed 2026-10-28
First Premier Bank
DECREASED
Shares8,037 from 8,903
Change-866 (-10%)
Value$3.4M (+$164.0K)
Filed 2026-10-13
Arrow Financial Corp
DECREASED
Shares8,015 from 8,441
Change-426 (-5%)
Value$3.4M (+$321.7K)
Filed 2026-10-26
Abner Herrman & Brock LLC
DECREASED
Shares7,952 from 8,418
Change-466 (-6%)
Value$3.4M (+$304.0K)
Filed 2026-10-20
Annis Gardner Whiting Capital Advisors, LLC
INCREASED
Shares7,931 from 7,897
Change+34 (+0%)
Value$3.3M (+$483.3K)
Filed 2026-11-09
Dumont & Blake Investment Advisors LLC
DECREASED
Shares7,930 from 8,006
Change-76 (-1%)
Value$3.3M (+$443.5K)
Filed 2026-10-28
Harmony Asset Management LLC
INCREASED
Shares7,927 from 6,712
Change+1,215 (+18%)
Value$3.3M (+$910.8K)
Filed 2026-10-20
Founders Financial Securities LLC
DECREASED
Shares7,864 from 8,037
Change-173 (-2%)
Value$3.3M (+$404.4K)
Filed 2026-10-28
Regatta Capital Group, LLC
INCREASED
Shares7,847 from 7,477
Change+370 (+5%)
Value$3.3M (+$600.1K)
Filed 2026-10-23
Delta Capital Management LLC
INCREASED
Shares7,815 from 7,700
Change+115 (+1%)
Value$3.3M (+$506.0K)
Filed 2026-10-16
Aspen Investment Management Inc
INCREASED
Shares7,748 from 7,645
Change+103 (+1%)
Value$3.3M (+$498.0K)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares7,742 from 7,815
Change-73 (-1%)
Value$3.3M (+$433.4K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares7,707 from 7,025
Change+682 (+10%)
Value$3.2M (+$704.6K)
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
INCREASED
Shares7,674 from 7,668
Change+6 (+0%)
Value$3.2M (+$457.9K)
Filed 2026-10-30
Hudson Canyon Capital Management
DECREASED
Shares7,667 from 8,144
Change-477 (-6%)
Value$3.2M (+$282.6K)
Filed 2026-11-04
Geneos Wealth Management Inc.
INCREASED
Shares7,653 from 7,107
Change+546 (+8%)
Value$3.2M (+$652.5K)
Filed 2026-11-09
Cullen Investment Group, Ltd.
DECREASED
Shares7,653 from 7,730
Change-77 (-1%)
Value$3.2M (+$396.3K)
Filed 2026-10-13
Charles Schwab Trust Co
INCREASED
Shares7,623 from 7,464
Change+159 (+2%)
Value$3.2M (+$510.3K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares7,596 from 7,665
Change-69 (-1%)
Value$3.2M (+$426.1K)
Filed 2026-10-13
Sky Investment Group LLC
INCREASED
Shares7,589 from 1,748
Change+5,841 (+334%)
Value$3.2M (+$2.6M)
Filed 2026-10-30
American State Bank (Iowa)
INCREASED
Shares7,574 from 7,398
Change+176 (+2%)
Value$3.2M (+$513.6K)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
DECREASED
Shares7,572 from 7,582
Change-10 (0%)
Value$3.2M (+$446.1K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares7,518 from 6,922
Change+596 (+9%)
Value$3.3M (+$730.8K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares7,495 from 7,362
Change+133 (+2%)
Value$3.2M (+$493.3K)
Filed 2026-10-29
Freestone Capital Holdings, LLC
DECREASED
Shares7,408 from 11,780
Change-4,372 (-37%)
Value$3.1M (-$1.1M)
Filed 2026-11-09
Generali Investments, Management Co LLC
DECREASED
Shares7,406 from 9,966
Change-2,560 (-26%)
Value$3.1M (-$487.2K)
Filed 2026-10-19
Lipe & Dalton
DECREASED
Shares7,377 from 7,427
Change-50 (-1%)
Value$3.1M (+$420.0K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares7,367 from 519
Change+6,848 (+1319%)
Value$3.1M (+$2.9M)
Filed 2026-10-30
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares7,355 from 7,175
Change+180 (+3%)
Value$3.1M (+$502.0K)
Filed 2026-10-14
Blue Fin Capital, Inc.
DECREASED
Shares7,329 from 7,332
Change-3 (0%)
Value$3.1M (+$434.2K)
Filed 2026-10-28
Commonwealth Retirement Investments LLC
INCREASED
Shares7,323 from 7,243
Change+80 (+1%)
Value$3.1M (+$463.9K)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
INCREASED
Shares7,300 from 7,272
Change+28 (+0%)
Value$3.1M (+$443.7K)
Filed 2026-10-16
Midwest Professional Planners, Ltd.
DECREASED
Shares7,257 from 7,265
Change-8 (0%)
Value$3.1M (+$428.3K)
Filed 2026-10-29
Proactive Wealth Strategies LLC
INCREASED
Shares7,249 from 7,193
Change+56 (+1%)
Value$3.1M (+$450.6K)
Filed 2026-11-09
Grandfield & Dodd, LLC
DECREASED
Shares7,243 from 7,491
Change-248 (-3%)
Value$3.1M (+$340.4K)
Filed 2026-10-29
LVW Advisors, LLC
INCREASED
Shares7,222 from 7,208
Change+14 (+0%)
Value$3.0M (+$433.8K)
Filed 2026-10-19
EPG Wealth Management LLC
INCREASED
Shares7,215 from 7,115
Change+100 (+1%)
Value$3.0M (+$464.5K)
Filed 2026-11-03
Forza Wealth Management, LLC
INCREASED
Shares7,197 from 7,018
Change+179 (+3%)
Value$3.0M (+$492.2K)
Filed 2026-10-20
Cornerstone Planning, LLC
INCREASED
Shares7,177 from 1,784
Change+5,393 (+302%)
Value$2.7M (+$2.1M)
Filed 2026-10-27
Ascentis Wealth Management, LLC
INCREASED
Shares7,177 from 6,909
Change+268 (+4%)
Value$3.0M (+$525.0K)
Filed 2026-11-03
DeDora Capital, Inc.
DECREASED
Shares7,140 from 7,475
Change-335 (-4%)
Value$3.0M (+$302.7K)
Filed 2026-10-26
Ascent Group, LLC
DECREASED
Shares7,124 from 7,847
Change-723 (-9%)
Value$3.0M (+$161.6K)
Filed 2026-10-30
SevenBridge Financial Group, LLC
DECREASED
Shares7,102 from 7,381
Change-279 (-4%)
Value$3.1M (+$84.2K)
Filed 2026-10-26
ASK Capital Investment Managers, LLC
NEW
Shares7,058
Change+7,058
Value$3.0M
Filed 2026-10-14
Deseret Mutual Benefit Administrators
INCREASED
Shares7,048 from 7,031
Change+17 (+0%)
Value$3.0M (+$424.7K)
Filed 2026-11-04
Great Lakes Retirement, Inc.
INCREASED
Shares7,038 from 6,816
Change+222 (+3%)
Value$3.0M (+$498.6K)
Filed 2026-10-26
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares7,010 from 7,009
Change+1 (+0%)
Value$3.0M (+$416.5K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED
Shares6,995 from 6,995
Change0 (0%)
Value$2.9M (+$415.4K)
Filed 2026-10-14
Smithfield Trust Co
UNCHANGED
Shares6,994 from 6,994
Change0 (0%)
Value$2.8M (+$401.0K)
Filed 2026-11-09
Highland Capital Management, LLC
NEW
Shares6,993
Change+6,993
Value$2.9M
Filed 2026-10-26
Abundance Wealth Counselors
DECREASED
Shares6,943 from 7,309
Change-366 (-5%)
Value$2.9M (+$279.8K)
Filed 2026-10-26
Eads & Heald Wealth Management
DECREASED
Shares6,920 from 7,028
Change-108 (-2%)
Value$2.9M (+$371.9K)
Filed 2026-10-29
Wright Investors Service Inc
DECREASED
Shares6,911 from 7,030
Change-119 (-2%)
Value$2.9M (+$367.4K)
Filed 2026-11-02
Augustine Asset Management Inc
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$2.9M (+$409.2K)
Filed 2026-10-13
Atlas Capital Advisors Inc.
INCREASED
Shares6,885 from 1,185
Change+5,700 (+481%)
Value$3.7M (+$3.3M)
Filed 2026-11-09
Thoroughbred Financial Services, LLC
DECREASED
Shares6,852 from 6,922
Change-70 (-1%)
Value$2.9M (+$382.0K)
Filed 2026-11-09
Nova R Wealth, Inc.
INCREASED
Shares6,852 from 6,843
Change+9 (+0%)
Value$2.9M (+$410.1K)
Filed 2026-10-26
Atwood & Palmer Inc
INCREASED
Shares6,840 from 5,540
Change+1,300 (+23%)
Value$2.9M (+$877.0K)
Filed 2026-10-08
AGF Management LTD
DECREASED
Shares6,825 from 9,492
Change-2,667 (-28%)
Value$2.9M (-$560.4K)
Filed 2026-11-03
Massachusetts Wealth Management
INCREASED
Shares6,772 from 6,347
Change+425 (+7%)
Value$2.9M (+$556.1K)
Filed 2026-10-21
Searle & Co.
UNCHANGED
Shares6,771 from 6,771
Change0 (0%)
Value$2.9M (+$402.1K)
Filed 2026-11-04
Applied Finance Capital Management, LLC
DECREASED
Shares6,768 from 6,845
Change-77 (-1%)
Value$2.9M (+$374.1K)
Filed 2026-11-03
Greenspring Advisors, LLC
INCREASED
Shares6,768 from 6,730
Change+38 (+1%)
Value$2.9M (+$415.7K)
Filed 2026-11-05
Eagle Rock Investment Company, LLC
DECREASED
Shares6,765 from 6,785
Change-20 (0%)
Value$2.9M (+$394.5K)
Filed 2026-10-21
WoodTrust Financial Corp
UNCHANGED
Shares6,764 from 6,764
Change0 (0%)
Value$2.9M (+$402.0K)
Filed 2026-10-09
Clear Harbor Asset Management, LLC
INCREASED
Shares6,732 from 6,582
Change+150 (+2%)
Value$2.8M (+$454.1K)
Filed 2026-11-05
Procyon Advisors, LLC
DECREASED
Shares6,713 from 6,850
Change-137 (-2%)
Value$2.8M (+$349.0K)
Filed 2026-10-21
CWA Asset Management Group, LLC
DECREASED
Shares6,666 from 6,808
Change-142 (-2%)
Value$2.8M (+$344.6K)
Filed 2026-10-19
Quent Capital, LLC
INCREASED
Shares6,617 from 6,535
Change+82 (+1%)
Value$3.0M (+$680.0K)
Filed 2026-11-09
Bellwether Advisors, LLC
NEW
Shares6,610
Change+6,610
Value$2.8M
Filed 2026-11-09
BKM Wealth Management, LLC
INCREASED
Shares6,573 from 5,715
Change+858 (+15%)
Value$2.8M (+$701.1K)
Filed 2026-10-22
Radnor Capital Management, LLC
DECREASED
Shares6,571 from 6,596
Change-25 (0%)
Value$2.8M (+$381.0K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
INCREASED
Shares6,521 from 6,252
Change+269 (+4%)
Value$2.7M (+$484.7K)
Filed 2026-10-14
Lynch & Associates
INCREASED
Shares6,502 from 6,491
Change+11 (+0%)
Value$2.7M (+$390.1K)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares6,463 from 6,418
Change+45 (+1%)
Value$2.7M (+$347.0K)
Filed 2026-10-13
Triangle Securities Wealth Management
DECREASED
Shares6,458 from 6,658
Change-200 (-3%)
Value$2.7M (+$311.1K)
Filed 2026-10-14
Culbertson A N & Co Inc
UNCHANGED
Shares6,452 from 6,452
Change0 (0%)
Value$2.7M (+$383.2K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
INCREASED
Shares6,437 from 6,073
Change+364 (+6%)
Value$2.7M (+$514.1K)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares6,431 from 5,750
Change+681 (+12%)
Value$2.7M (+$628.3K)
Filed 2026-11-03
Catherine Avery Investment Management LLC
DECREASED
Shares6,409 from 17,530
Change-11,121 (-63%)
Value$2.7M (-$3.6M)
Filed 2026-10-14
S.A. Mason LLC
UNCHANGED
Shares6,408 from 6,408
Change0 (0%)
Value$2.7M (+$380.6K)
Filed 2026-10-13
Excalibur Management Corp
DECREASED
Shares6,406 from 6,407
Change-1 (0%)
Value$2.7M (+$380.2K)
Filed 2026-11-02
Journey Advisory Group, LLC
DECREASED
Shares6,376 from 6,427
Change-51 (-1%)
Value$2.7M (+$360.2K)
Filed 2026-11-04
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares6,371 from 9,475
Change-3,104 (-33%)
Value$2.7M (-$745.6K)
Filed 2026-11-06
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares6,341 from 6,341
Change0 (0%)
Value$2.7M (+$376.6K)
Filed 2026-11-02
Wynn Capital, LLC
DECREASED
Shares6,323 from 6,348
Change-25 (0%)
Value$2.7M (+$366.5K)
Filed 2026-10-13
Churchill Financial Advisors, LLC
UNCHANGED
Shares6,304 from 6,304
Change0 (0%)
Value$2.7M (+$374.4K)
Filed 2026-10-20
Alexander Randolph Advisory, Inc.
DECREASED
Shares6,303 from 6,336
Change-33 (-1%)
Value$2.7M (+$362.4K)
Filed 2026-11-04
Hussman Strategic Advisors, Inc.
DECREASED
Shares6,300 from 8,400
Change-2,100 (-25%)
Value$2.7M (-$386.3K)
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares6,283 from 6,784
Change-501 (-7%)
Value$2.6M (+$191.8K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares6,235 from 6,567
Change-332 (-5%)
Value$2.6M (+$250.1K)
Filed 2026-10-05
Brady Martz Wealth Solutions, LLC
INCREASED
Shares6,234 from 6,139
Change+95 (+2%)
Value$2.6M (+$404.8K)
Filed 2026-11-05
Hantz Financial Services, Inc.
INCREASED
Shares6,206 from 5,563
Change+643 (+12%)
Value$2.6M (+$602.0K)
Filed 2026-11-09
Marks Group Wealth Management, Inc
DECREASED
Shares6,203 from 6,591
Change-388 (-6%)
Value$2.6M (+$227.9K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares6,198 from 6,385
Change-187 (-3%)
Value$2.6M (+$300.4K)
Filed 2026-10-23
Castle Rock Wealth Management, LLC
DECREASED
Shares6,194 from 9,380
Change-3,186 (-34%)
Value$2.5M (-$895.6K)
Filed 2026-10-09
Nicholas Wealth, Llc.
INCREASED
Shares6,192 from 3,597
Change+2,595 (+72%)
Value$2.6M (+$1.3M)
Filed 2026-10-26
Woodward Diversified Capital, LLC
INCREASED
Shares6,189 from 6,163
Change+26 (+0%)
Value$2.6M (+$377.0K)
Filed 2026-10-21
Morton Capital Management LLC
DECREASED
Shares6,177 from 6,352
Change-175 (-3%)
Value$2.6M (+$303.4K)
Filed 2026-10-23
Capital City Trust Co
DECREASED
Shares6,159 from 6,238
Change-79 (-1%)
Value$2.6M (+$337.2K)
Filed 2026-10-22
Signet Investment Advisory Group, Inc.
DECREASED
Shares6,144 from 6,354
Change-210 (-3%)
Value$2.6M (+$288.8K)
Filed 2026-10-30
Davis Capital Management
DECREASED
Shares6,122 from 6,521
Change-399 (-6%)
Value$2.6M (+$219.1K)
Filed 2026-10-08
Harbor Capital Advisors, Inc.
INCREASED
Shares6,106 from 6,049
Change+57 (+1%)
Value$2.6M (+$384.0K)
Filed 2026-10-22
GS Investments, Inc.
INCREASED
Shares6,105 from 5,837
Change+268 (+5%)
Value$2.6M (+$459.6K)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
DECREASED
Shares6,103 from 6,448
Change-345 (-5%)
Value$2.6M (+$237.5K)
Filed 2026-10-21
Providence Wealth Advisors, LLC
INCREASED
Shares6,096 from 6,063
Change+33 (+1%)
Value$2.5M (+$187.5K)
Filed 2026-10-29
Premier Path Wealth Partners, LLC
DECREASED
Shares6,088 from 6,238
Change-150 (-2%)
Value$2.6M (+$307.3K)
Filed 2026-10-16
Weaver Capital Management LLC
DECREASED
Shares6,073 from 6,547
Change-474 (-7%)
Value$2.6M (+$256.1K)
Filed 2026-10-15
MFA Wealth Services
DECREASED
Shares6,065 from 6,409
Change-344 (-5%)
Value$2.6M (+$235.6K)
Filed 2026-10-14
Arjuna Capital
DECREASED
Shares6,057 from 6,166
Change-109 (-2%)
Value$2.6M (+$320.3K)
Filed 2026-11-03
Fulton Breakefield Broenniman LLC
DECREASED
Shares6,023 from 6,136
Change-113 (-2%)
Value$2.5M (+$316.8K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
DECREASED
Shares5,995 from 6,415
Change-420 (-7%)
Value$2.5M (+$204.0K)
Filed 2026-10-13
Sather Financial Group Inc
UNCHANGED
Shares5,971 from 5,971
Change0 (0%)
Value$2.5M (+$354.6K)
Filed 2026-10-30
NWF Advisory Services Inc.
INCREASED
Shares5,969 from 5,766
Change+203 (+4%)
Value$2.5M (+$428.0K)
Filed 2026-10-19
Trust Asset Management LLC
UNCHANGED
Shares5,964 from 5,964
Change0 (0%)
Value$2.5M (+$354.2K)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares5,955 from 5,876
Change+79 (+1%)
Value$2.5M (+$358.8K)
Filed 2026-10-13
Granite Group Advisors, LLC
DECREASED
Shares5,936 from 8,754
Change-2,818 (-32%)
Value$2.5M (-$667.9K)
Filed 2026-10-14
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares5,923 from 5,923
Change0 (0%)
Value$2.5M (+$351.8K)
Filed 2026-10-13
First United Bank & Trust
INCREASED
Shares5,919 from 5,801
Change+118 (+2%)
Value$2.5M (+$394.3K)
Filed 2026-10-22
First American Bank
UNCHANGED
Shares5,918 from 5,918
Change0 (0%)
Value$2.5M (+$351.5K)
Filed 2026-10-27
Mountain Pacific Investment Advisers LLC
DECREASED
Shares5,907 from 6,106
Change-199 (-3%)
Value$2.5M (+$278.7K)
Filed 2026-10-29
Encompass Wealth Advisors, LLC
INCREASED
Shares5,874 from 2,937
Change+2,937 (+100%)
Value$2.5M (+$1.4M)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares5,869 from 5,755
Change+114 (+2%)
Value$2.5M (+$390.1K)
Filed 2026-10-08
Provident Investment Management, Inc.
INCREASED
Shares5,860 from 5,750
Change+110 (+2%)
Value$2.5M (+$387.9K)
Filed 2026-10-23
Chapin Davis, Inc.
DECREASED
Shares5,833 from 6,153
Change-320 (-5%)
Value$2.5M (+$230.5K)
Filed 2026-10-09
Marino, Stram & Associates LLC
INCREASED
Shares5,832 from 5,457
Change+375 (+7%)
Value$2.5M (+$482.4K)
Filed 2026-10-22
Sava Infond d.o.o.
INCREASED
Shares5,830 from 2,850
Change+2,980 (+105%)
Value$2.5M (+$1.4M)
Filed 2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED
Shares5,795 from 5,753
Change+42 (+1%)
Value$2.4M (+$359.4K)
Filed 2026-10-14
Gryphon Financial Partners LLC
DECREASED
Shares5,794 from 5,868
Change-74 (-1%)
Value$2.4M (+$317.1K)
Filed 2026-11-04
Greg Jennings, LLC
NEW
Shares5,750
Change+5,750
Value$2.4M
Filed 2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED
Shares5,739 from 5,739
Change0 (0%)
Value$2.3M (+$198.6K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,734 from 5,802
Change-68 (-1%)
Value$2.4M (+$315.9K)
Filed 2026-10-07
BCS Private Wealth Management, Inc.
INCREASED
Shares5,731 from 4,800
Change+931 (+19%)
Value$2.4M (+$677.4K)
Filed 2026-11-09
Stillwater Wealth Management Group
DECREASED
Shares5,725 from 7,297
Change-1,572 (-22%)
Value$2.4M (-$229.3K)
Filed 2026-10-21
Chemung Canal Trust Co
DECREASED
Shares5,720 from 6,083
Change-363 (-6%)
Value$2.4M (+$208.3K)
Filed 2026-11-04
Hudock, Inc.
DECREASED
Shares5,705 from 5,733
Change-28 (0%)
Value$2.4M (+$328.6K)
Filed 2026-10-14
Ironwood Financial, llc
DECREASED
Shares5,687 from 5,688
Change-1 (0%)
Value$2.4M (+$346.9K)
Filed 2026-10-20
Aljian Capital Management, LLC
INCREASED
Shares5,661 from 5,648
Change+13 (+0%)
Value$2.4M (+$340.8K)
Filed 2026-10-28
Nicholson Wealth Management Group, LLC
DECREASED
Shares5,654 from 5,858
Change-204 (-3%)
Value$2.4M (+$261.9K)
Filed 2026-11-09
MKT Advisors LLC
DECREASED
Shares5,622 from 5,632
Change-10 (0%)
Value$2.3M (+$217.5K)
Filed 2026-10-20
Rossmore Private Capital
DECREASED
Shares5,598 from 5,635
Change-37 (-1%)
Value$2.4M (+$319.1K)
Filed 2026-10-27
Clean Yield Group
DECREASED
Shares5,596 from 5,626
Change-30 (-1%)
Value$2.4M (+$321.5K)
Filed 2026-10-28
Whitener Capital Management, Inc.
DECREASED
Shares5,586 from 5,665
Change-79 (-1%)
Value$2.4M (+$303.1K)
Filed 2026-10-15
Compass Ion Advisors, LLC
DECREASED
Shares5,553 from 5,577
Change-24 (0%)
Value$2.3M (+$321.0K)
Filed 2026-10-23
Mengis Capital Management, Inc.
DECREASED
Shares5,547 from 6,047
Change-500 (-8%)
Value$2.3M (+$148.4K)
Filed 2026-10-13
Petros Family Wealth, LLC
INCREASED
Shares5,545 from 5,176
Change+369 (+7%)
Value$2.3M (+$463.0K)
Filed 2026-10-28
Souders Financial Advisors
INCREASED
Shares5,543 from 5,104
Change+439 (+9%)
Value$2.3M (+$488.1K)
Filed 2026-11-03
Gen-Wealth Partners Inc
DECREASED
Shares5,535 from 6,118
Change-583 (-10%)
Value$2.3M (+$117.6K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,503 from 6,232
Change-729 (-12%)
Value$2.3M (+$62.3K)
Filed 2026-10-13
Tortuga Wealth Management, Inc
DECREASED
Shares5,501 from 7,146
Change-1,645 (-23%)
Value$2.3M (-$267.6K)
Filed 2026-10-27
Perpetual Ltd
INCREASED
Shares5,454 from 4,490
Change+964 (+21%)
Value$2.3M (+$673.0K)
Filed 2026-10-13
Granite Investment Partners, LLC
UNCHANGED
Shares5,430 from 5,430
Change0 (0%)
Value$2.3M (+$322.5K)
Filed 2026-11-04
HCR Wealth Advisors
INCREASED
Shares5,410 from 5,205
Change+205 (+4%)
Value$2.3M (+$395.5K)
Filed 2026-10-15
Howard Capital Management Group, LLC
UNCHANGED
Shares5,374 from 5,374
Change0 (0%)
Value$2.3M (+$319.2K)
Filed 2026-10-16
Fulcrum Capital LLC
DECREASED
Shares5,351 from 5,476
Change-125 (-2%)
Value$2.3M (+$272.5K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
DECREASED
Shares5,340 from 5,716
Change-376 (-7%)
Value$2.3M (+$180.8K)
Filed 2026-10-13
Harbour Investments, Inc.
DECREASED
Shares5,308 from 8,295
Change-2,987 (-36%)
Value$2.2M (-$766.5K)
Filed 2026-11-09
Everhart Financial Group, Inc.
INCREASED
Shares5,299 from 5,085
Change+214 (+4%)
Value$2.2M (+$392.2K)
Filed 2026-10-08
Bangor Savings Bank
DECREASED
Shares5,293 from 5,297
Change-4 (0%)
Value$2.2M (+$312.9K)
Filed 2026-10-06
Investment Advisory Services Inc
INCREASED
Shares5,292 from 5,246
Change+46 (+1%)
Value$2.2M (+$330.9K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares5,289 from 5,313
Change-24 (0%)
Value$2.2M (+$305.4K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
DECREASED
Shares5,221 from 8,159
Change-2,938 (-36%)
Value$2.2M (-$753.9K)
Filed 2026-10-13
Palacios Wealth Management, LLC
UNCHANGED
Shares5,219 from 5,219
Change0 (0%)
Value$2.2M (+$310.0K)
Filed 2026-11-04
Aspiriant, LLC
INCREASED
Shares5,217 from 4,009
Change+1,208 (+30%)
Value$2.2M (+$747.3K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
INCREASED
Shares5,216 from 5,156
Change+60 (+1%)
Value$2.2M (+$331.5K)
Filed 2026-10-05
St. Johns Investment Management Company, LLC
INCREASED
Shares5,211 from 5,187
Change+24 (+0%)
Value$2.2M (+$318.2K)
Filed 2026-10-30
Pioneer Trust Bank N A
UNCHANGED
Shares5,205 from 5,205
Change0 (0%)
Value$2.2M (+$309.1K)
Filed 2026-11-06
Lederer & Associates Investment Counsel
DECREASED
Shares5,188 from 5,291
Change-103 (-2%)
Value$2.2M (+$271.0K)
Filed 2026-10-23
Kestra Investment Management, LLC
DECREASED
Shares5,160 from 6,708
Change-1,548 (-23%)
Value$2.2M (-$254.1K)
Filed 2026-11-04
Formidable Asset Management, LLC
DECREASED
Shares5,143 from 5,152
Change-9 (0%)
Value$1.9M (+$49.4K)
Filed 2026-11-03
Mainstay Capital Management LLC
INCREASED
Shares5,133 from 5,131
Change+2 (+0%)
Value$2.2M (+$305.6K)
Filed 2026-11-09
Congress Park Capital LLC
UNCHANGED
Shares5,130 from 5,130
Change0 (0%)
Value$2.2M (+$304.7K)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares5,129 from 5,104
Change+25 (+0%)
Value$2.2M (+$64.1K)
Filed 2026-10-16
TKG Advisors, LLC
INCREASED
Shares5,124 from 5,054
Change+70 (+1%)
Value$2.2M (+$329.7K)
Filed 2026-11-02
PFC Capital Group, Inc.
INCREASED
Shares5,122 from 5,119
Change+3 (+0%)
Value$2.2M (+$306.0K)
Filed 2026-11-06
Global Assets Advisory, LLC
INCREASED
Shares5,111 from 3,946
Change+1,165 (+30%)
Value$2.1M (+$641.6K)
Filed 2026-10-28
Pacific Sage Partners, LLC
INCREASED
Shares5,111 from 5,110
Change+1 (+0%)
Value$2.2M (+$303.8K)
Filed 2026-10-21
Curtis Advisory Group, LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$2.1M (+$302.9K)
Filed 2026-10-28
Clear Wave Wealth Management LLC
INCREASED
Shares5,073 from 5,059
Change+14 (+0%)
Value$2.1M (+$306.4K)
Filed 2026-11-04
Cigna Investments Inc
DECREASED
Shares5,069 from 5,107
Change-38 (-1%)
Value$2.1M (+$288.0K)
Filed 2026-10-19
Granite Islands Private Wealth, LLC
INCREASED
Shares5,036 from 4,737
Change+299 (+6%)
Value$2.1M (+$409.6K)
Filed 2026-10-16
Advocate Group LLC
DECREASED
Shares5,028 from 5,198
Change-170 (-3%)
Value$2.1M (+$237.1K)
Filed 2026-10-19
Pines Wealth Management, LLC
DECREASED
Shares5,004 from 5,035
Change-31 (-1%)
Value$2.1M (+$286.0K)
Filed 2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares4,972 from 4,974
Change-2 (0%)
Value$2.1M (+$294.6K)
Filed 2026-10-13
Evergreen Wealth Management, LLC
INCREASED
Shares4,971 from 4,964
Change+7 (+0%)
Value$2.1M (+$297.6K)
Filed 2026-11-06
Directional Asset Management
DECREASED
Shares4,903 from 4,975
Change-72 (-1%)
Value$2.1M (+$265.4K)
Filed 2026-10-22
PW Nova Financial Services LLC
DECREASED
Shares4,900 from 5,155
Change-255 (-5%)
Value$2.1M (+$198.6K)
Filed 2026-10-15
Dorato Capital Management
INCREASED
Shares4,897 from 4,861
Change+36 (+1%)
Value$2.0M (+$256.4K)
Filed 2026-10-08
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares4,894 from 606
Change+4,288 (+708%)
Value$2.1M (+$1.8M)
Filed 2026-10-30
Accurate Wealth Management, LLC
INCREASED
Shares4,869 from 4,565
Change+304 (+7%)
Value$2.0M (+$351.5K)
Filed 2026-10-20
Little House Capital LLC
INCREASED
Shares4,852 from 4,840
Change+12 (+0%)
Value$2.0M (+$292.3K)
Filed 2026-11-06
Legal Advantage Investments, Inc.
INCREASED
Shares4,823 from 2,783
Change+2,040 (+73%)
Value$2.0M (+$1.0M)
Filed 2026-10-13
Leisure Capital Management
DECREASED
Shares4,806 from 4,886
Change-80 (-2%)
Value$2.0M (+$256.5K)
Filed 2026-11-03
Flavin Financial Services, Inc.
DECREASED
Shares4,805 from 4,831
Change-26 (-1%)
Value$2.0M (+$275.9K)
Filed 2026-10-21
Equitable Trust Co
DECREASED
Shares4,804 from 4,866
Change-62 (-1%)
Value$2.0M (+$262.9K)
Filed 2026-10-13
Northeast Investment Management
UNCHANGED
Shares4,802 from 4,802
Change0 (0%)
Value$2.0M (+$285.2K)
Filed 2026-10-30
Argyle Capital Partners, LLC
DECREASED
Shares4,776 from 4,851
Change-75 (-2%)
Value$2.0M (+$256.9K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,761 from 5,594
Change-833 (-15%)
Value$2.0M (-$19.0K)
Filed 2026-10-14
Todd Asset Management LLC
DECREASED
Shares4,755 from 108,134
Change-103,379 (-96%)
Value$2.0M (-$37.2M)
Filed 2026-10-27
Cypress Asset Management Inc
DECREASED
Shares4,752 from 4,881
Change-129 (-3%)
Value$2.0M (+$235.5K)
Filed 2026-10-09
HBW Advisory Services LLC
INCREASED
Shares4,746 from 2,135
Change+2,611 (+122%)
Value$2.0M (+$1.2M)
Filed 2026-10-15
Tealwood Asset Management Inc
DECREASED
Shares4,732 from 4,919
Change-187 (-4%)
Value$2.0M (+$214.0K)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares4,731 from 6,671
Change-1,940 (-29%)
Value$2.0M (-$421.5K)
Filed 2026-10-09
Patriot Investment Management Group, Inc.
DECREASED
Shares4,721 from 4,724
Change-3 (0%)
Value$2.0M (+$279.5K)
Filed 2026-10-15
Appleton Partners Inc
DECREASED
Shares4,710 from 4,844
Change-134 (-3%)
Value$2.0M (+$231.0K)
Filed 2026-10-30
Advisors Preferred, LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$1.9M (+$135.8K)
Filed 2026-11-09
Intrua Financial, LLC
DECREASED
Shares4,698 from 5,070
Change-372 (-7%)
Value$2.0M (+$144.3K)
Filed 2026-10-28
Alpha Family Trust
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$1.7M ($0)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
INCREASED
Shares4,657 from 2,596
Change+2,061 (+79%)
Value$2.0M (+$1.0M)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares4,643 from 4,401
Change+242 (+6%)
Value$2.0M (+$363.4K)
Filed 2026-11-05
Emerald Advisors, LLC
DECREASED
Shares4,638 from 4,801
Change-163 (-3%)
Value$2.0M (+$216.7K)
Filed 2026-10-13
Braun Stacey Associates Inc
INCREASED
Shares4,633 from 4,500
Change+133 (+3%)
Value$2.0M (+$323.3K)
Filed 2026-10-19
Norway Savings Bank
DECREASED
Shares4,633 from 4,748
Change-115 (-2%)
Value$2.0M (+$233.5K)
Filed 2026-10-20
Mechanics Bank Trust Department
INCREASED
Shares4,623 from 3,970
Change+653 (+16%)
Value$1.9M (+$511.0K)
Filed 2026-10-13
Shepherd Financial Partners LLC
INCREASED
Shares4,591 from 4,462
Change+129 (+3%)
Value$1.9M (+$319.4K)
Filed 2026-11-03
Eastern Bank
INCREASED
Shares4,525 from 4,449
Change+76 (+2%)
Value$1.9M (+$296.3K)
Filed 2026-10-05
James Investment Research, Inc.
INCREASED
Shares4,516 from 4,371
Change+145 (+3%)
Value$1.9M (+$320.7K)
Filed 2026-10-22
Summit Global Investments
INCREASED
Shares4,509 from 3,182
Change+1,327 (+42%)
Value$1.9M (+$749.0K)
Filed 2026-10-28
Hoey Investments, Inc
DECREASED
Shares4,509 from 4,928
Change-419 (-8%)
Value$1.9M (+$116.1K)
Filed 2026-10-29
Pine Valley Investments Ltd Liability Co
INCREASED
Shares4,507 from 4,490
Change+17 (+0%)
Value$1.9M (+$273.8K)
Filed 2026-11-09
Spire Wealth Management
INCREASED
Shares4,503 from 4,384
Change+119 (+3%)
Value$1.9M (+$310.2K)
Filed 2026-10-30
Quantum Financial Advisors, LLC
INCREASED
Shares4,482 from 4,460
Change+22 (+0%)
Value$1.9M (+$274.1K)
Filed 2026-11-03
Peoples Financial Services Corp.
UNCHANGED
Shares4,453 from 4,453
Change0 (0%)
Value$1.9M (+$264.5K)
Filed 2026-10-20
Doliver Advisors, LP
DECREASED
Shares4,450 from 4,677
Change-227 (-5%)
Value$1.9M (+$182.2K)
Filed 2026-10-01
Fulcrum Asset Management LLP
INCREASED
Shares4,428 from 2,676
Change+1,752 (+65%)
Value$1.9M (+$911.0K)
Filed 2026-11-04
Kentucky Trust Co
DECREASED
Shares4,415 from 4,717
Change-302 (-6%)
Value$1.9M (+$152.8K)
Filed 2026-10-15
Townsend Asset Management Corp
INCREASED
Shares4,414 from 4,405
Change+9 (+0%)
Value$1.9M (+$265.4K)
Filed 2026-10-29
Hall Laurie J Trustee
DECREASED
Shares4,412 from 5,502
Change-1,090 (-20%)
Value$1.9M (-$132.7K)
Filed 2026-10-06
Thrive Capital Management, LLC
DECREASED
Shares4,397 from 4,477
Change-80 (-2%)
Value$1.9M (+$232.2K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED
Shares4,392 from 3,502
Change+890 (+25%)
Value$1.9M (+$582.9K)
Filed 2026-10-23
Ridgecrest Wealth Partners, LLC
INCREASED
Shares4,386 from 4,325
Change+61 (+1%)
Value$1.8M (+$282.6K)
Filed 2026-10-19
Blue Line Capital, LLC / IL
INCREASED
Shares4,383 from 4,110
Change+273 (+7%)
Value$1.8M (+$359.4K)
Filed 2026-11-04
Mechanics Financial Corp
DECREASED
Shares4,382 from 4,389
Change-7 (0%)
Value$1.8M (+$257.7K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares4,382 from 4,387
Change-5 (0%)
Value$1.9M (+$317.6K)
Filed 2026-10-21
Patton Albertson Miller Group, LLC
DECREASED
Shares4,366 from 5,206
Change-840 (-16%)
Value$1.8M (-$44.9K)
Filed 2026-10-26
G&S Capital LLC
DECREASED
Shares4,331 from 4,359
Change-28 (-1%)
Value$1.8M (+$247.1K)
Filed 2026-10-23
Keudell ison Wealth Management
DECREASED
Shares4,327 from 4,952
Change-625 (-13%)
Value$1.8M (+$30.3K)
Filed 2026-10-16
Alhambra Investment Management LLC
DECREASED
Shares4,320 from 4,329
Change-9 (0%)
Value$1.8M (+$253.3K)
Filed 2026-10-15
Sanders Morris Harris LLC
NEW
Shares4,292
Change+4,292
Value$1.8M
Filed 2026-10-14
Fairfield Financial Advisors, LTD
DECREASED
Shares4,274 from 4,758
Change-484 (-10%)
Value$1.8M (+$78.5K)
Filed 2026-10-14
Heritage Investment Group, Inc.
DECREASED
Shares4,262 from 4,265
Change-3 (0%)
Value$1.8M (+$252.0K)
Filed 2026-11-03
Canopy Partners, LLC
DECREASED
Shares4,255 from 4,519
Change-264 (-6%)
Value$1.8M (+$157.1K)
Filed 2026-10-28
Aviso Wealth Management
INCREASED
Shares4,249 from 2,681
Change+1,568 (+58%)
Value$1.8M (+$819.9K)
Filed 2026-11-04
Silverlake Wealth Management LLC
DECREASED
Shares4,247 from 4,333
Change-86 (-2%)
Value$1.8M (+$220.9K)
Filed 2026-10-21
Wealth Group, Ltd.
DECREASED
Shares4,246 from 16,942
Change-12,696 (-75%)
Value$1.8M (-$4.3M)
Filed 2026-10-30
Valley Brook Capital Group, Inc.
INCREASED
Shares4,244 from 4,243
Change+1 (+0%)
Value$1.8M (+$252.1K)
Filed 2026-10-26
TAGStone Capital, Inc.
INCREASED
Shares4,208 from 4,182
Change+26 (+1%)
Value$1.8M (+$259.2K)
Filed 2026-11-09
Legacy Advisors, LLC
DECREASED
Shares4,206 from 4,387
Change-181 (-4%)
Value$1.8M (+$184.3K)
Filed 2026-10-19
S-Bank Fund Management Ltd
INCREASED
Shares4,204 from 4,000
Change+204 (+5%)
Value$1.8M (+$323.5K)
Filed 2026-11-06
Trust Investment Advisors
INCREASED
Shares4,188 from 3,411
Change+777 (+23%)
Value$1.8M (+$530.1K)
Filed 2026-10-20
Boomfish Wealth Group, LLC
DECREASED
Shares4,186 from 5,633
Change-1,447 (-26%)
Value$1.8M (-$275.4K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares4,174 from 4,153
Change+21 (+1%)
Value$1.8M (+$255.5K)
Filed 2026-10-27
Chilton Capital Management LLC
INCREASED
Shares4,172 from 4,095
Change+77 (+2%)
Value$1.8M (+$275.7K)
Filed 2026-10-28
Zions Bancorporation, National Association
DECREASED
Shares4,161 from 14,352
Change-10,191 (-71%)
Value$1.8M (-$3.4M)
Filed 2026-11-06
Waters Parkerson & Co., LLC
UNCHANGED
Shares4,137 from 4,137
Change0 (0%)
Value$1.7M (+$245.7K)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
INCREASED
Shares4,136 from 4,130
Change+6 (+0%)
Value$1.7M (+$247.5K)
Filed 2026-10-22
Novem Group
DECREASED
Shares4,128 from 14,901
Change-10,773 (-72%)
Value$1.7M (-$3.7M)
Filed 2026-10-19
KPP Advisory Services LLC
DECREASED
Shares4,124 from 5,655
Change-1,531 (-27%)
Value$1.7M (-$309.4K)
Filed 2026-10-26
Croban
INCREASED
Shares4,119 from 4,078
Change+41 (+1%)
Value$1.7M (+$259.5K)
Filed 2026-11-09
denkapparat Operations GmbH
DECREASED
Shares4,114 from 4,574
Change-460 (-10%)
Value$1.7M (+$77.8K)
Filed 2026-11-09
Gouws Capital LLC
DECREASED
Shares4,100 from 6,100
Change-2,000 (-33%)
Value$1.7M (-$480.7K)
Filed 2026-10-09
Fortis Capital Advisors, LLC
INCREASED
Shares4,083 from 1,159
Change+2,924 (+252%)
Value$1.7M (+$1.3M)
Filed 2026-11-09
Willow Creek Capital Management, Inc.
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares4,072 from 3,797
Change+275 (+7%)
Value$1.7M (+$341.6K)
Filed 2026-10-20
Natural Investments, LLC
INCREASED
Shares4,068 from 3,879
Change+189 (+5%)
Value$1.7M (+$310.8K)
Filed 2026-11-06
Weatherly Asset Management L. P.
DECREASED
Shares4,040 from 4,045
Change-5 (0%)
Value$1.7M (+$238.1K)
Filed 2026-10-20
Fell Capital Management
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$1.7M (+$239.9K)
Filed 2026-10-09
Manchester Capital Management LLC
DECREASED
Shares4,037 from 4,076
Change-39 (-1%)
Value$1.7M (+$226.0K)
Filed 2026-10-22
First County Bank
DECREASED
Shares4,037 from 4,058
Change-21 (-1%)
Value$1.7M (+$232.2K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
DECREASED
Shares4,013 from 4,127
Change-114 (-3%)
Value$1.7M (+$197.1K)
Filed 2026-10-09
Manchester Financial Inc
INCREASED
Shares4,008 from 4,007
Change+1 (+0%)
Value$1.7M (+$238.1K)
Filed 2026-10-15
Boit C F David
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.7M (+$237.6K)
Filed 2026-10-29
Altfest L J & Co Inc
DECREASED
Shares3,996 from 4,072
Change-76 (-2%)
Value$1.7M (+$209.4K)
Filed 2026-10-27
Obermeyer Wealth Partners
INCREASED
Shares3,992 from 3,986
Change+6 (+0%)
Value$1.7M (+$239.3K)
Filed 2026-10-21
Parisi Gray Wealth Management
INCREASED
Shares3,989 from 3,972
Change+17 (+0%)
Value$1.7M (+$243.1K)
Filed 2026-10-16
Global Financial Private Client, LLC
INCREASED
Shares3,982 from 3,616
Change+366 (+10%)
Value$1.7M (+$369.1K)
Filed 2026-10-15
Cheviot Value Management, LLC
INCREASED
Shares3,935 from 3,892
Change+43 (+1%)
Value$1.7M (+$249.4K)
Filed 2026-11-09
Investment Research Partners LLC
INCREASED
Shares3,928 from 3,890
Change+38 (+1%)
Value$1.7M (+$247.1K)
Filed 2026-10-19
Alta Advisers Ltd
INCREASED
Shares3,919 from 2,110
Change+1,809 (+86%)
Value$1.7M (+$887.8K)
Filed 2026-11-02
KFG Wealth Management, LLC
DECREASED
Shares3,918 from 4,837
Change-919 (-19%)
Value$1.7M (-$100.3K)
Filed 2026-10-16
Loudon Investment Management, LLC
DECREASED
Shares3,917 from 4,237
Change-320 (-8%)
Value$1.7M (+$116.8K)
Filed 2026-11-06
71 West Capital Partners
INCREASED
Shares3,914 from 3,626
Change+288 (+8%)
Value$1.6M (+$336.7K)
Filed 2026-11-04
Quilter Plc
INCREASED
Shares3,913 from 3,300
Change+613 (+19%)
Value$1.6M (+$454.4K)
Filed 2026-10-21
Northern Financial Advisors Inc
INCREASED
Shares3,886 from 3,847
Change+39 (+1%)
Value$1.6M (+$244.9K)
Filed 2026-10-29
Arwa LLC
DECREASED
Shares3,876 from 4,423
Change-547 (-12%)
Value$1.6M (-$43.3K)
Filed 2026-10-21
NBT Bank, N.A.
INCREASED
Shares3,874 from 3,761
Change+113 (+3%)
Value$1.6M (+$271.0K)
Filed 2026-10-21
CX Institutional
DECREASED
Shares3,870 from 25,985
Change-22,115 (-85%)
Value$1.6M (-$7.8M)
Filed 2026-10-02
Lewis Asset Management, LLC
INCREASED
Shares3,864 from 3,649
Change+215 (+6%)
Value$1.6M (+$307.4K)
Filed 2026-10-14
Carret Asset Management, LLC
DECREASED
Shares3,854 from 3,979
Change-125 (-3%)
Value$1.6M (+$183.6K)
Filed 2026-11-04
Focused Alpha, LLC
INCREASED
Shares3,851 from 3,561
Change+290 (+8%)
Value$1.6M (+$333.8K)
Filed 2026-10-20
Citizens Business Bank
DECREASED
Shares3,848 from 3,858
Change-10 (0%)
Value$1.6M (+$224.9K)
Filed 2026-11-09
Retirement Planning Group, LLC
INCREASED
Shares3,846 from 3,702
Change+144 (+4%)
Value$1.6M (+$280.6K)
Filed 2026-10-19
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares3,845 from 3,817
Change+28 (+1%)
Value$1.6M (+$238.3K)
Filed 2026-10-22
Birinyi Associates Inc
UNCHANGED
Shares3,827 from 3,827
Change0 (0%)
Value$1.6M (+$227.0K)
Filed 2026-10-28
Guidance Capital, Inc
DECREASED
Shares3,810 from 4,005
Change-195 (-5%)
Value$1.8M (+$285.0K)
Filed 2026-11-03
Corundum Group, Inc.
INCREASED
Shares3,808 from 3,678
Change+130 (+4%)
Value$1.6M (+$273.2K)
Filed 2026-10-28
Hardworking Capital Advisors, LLC
DECREASED
Shares3,806 from 4,361
Change-555 (-13%)
Value$1.6M (+$25.0K)
Filed 2026-10-20
Abacus Planning Group, Inc.
INCREASED
Shares3,796 from 3,730
Change+66 (+2%)
Value$1.6M (+$249.5K)
Filed 2026-11-02
Ellis Investment Partners, LLC
DECREASED
Shares3,795 from 4,067
Change-272 (-7%)
Value$1.6M (+$126.9K)
Filed 2026-10-21
Heritage Trust Co
DECREASED
Shares3,787 from 3,893
Change-106 (-3%)
Value$1.6M (+$186.5K)
Filed 2026-11-09
IFG Advisory, LLC
DECREASED
Shares3,780 from 9,053
Change-5,273 (-58%)
Value$1.6M (-$1.7M)
Filed 2026-11-09
Herold Advisors, Inc.
INCREASED
Shares3,755 from 3,526
Change+229 (+6%)
Value$1.6M (+$311.6K)
Filed 2026-10-19
International Assets Investment Management, LLC
DECREASED
Shares3,737 from 3,815
Change-78 (-2%)
Value$1.5M (+$143.6K)
Filed 2026-11-02
Curat Global, LLC
INCREASED
Shares3,723 from 3,403
Change+320 (+9%)
Value$1.6M (+$221.8K)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
INCREASED
Shares3,712 from 3,642
Change+70 (+2%)
Value$1.6M (+$245.7K)
Filed 2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares3,711 from 3,661
Change+50 (+1%)
Value$1.6M (+$238.5K)
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
DECREASED
Shares3,709 from 3,711
Change-2 (0%)
Value$1.6M (+$219.6K)
Filed 2026-10-23
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares3,709 from 3,709
Change0 (0%)
Value$1.6M (+$220.0K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares3,706 from 3,642
Change+64 (+2%)
Value$1.6M (+$243.3K)
Filed 2026-10-27
Harbour Trust & Investment Management Co
DECREASED
Shares3,699 from 3,809
Change-110 (-3%)
Value$1.6M (+$179.9K)
Filed 2026-10-28
BAR Harbor Wealth Management
INCREASED
Shares3,696 from 3,657
Change+39 (+1%)
Value$1.6M (+$233.6K)
Filed 2026-10-21
DMC Group, LLC
INCREASED
Shares3,688 from 3,644
Change+44 (+1%)
Value$1.6M (+$235.0K)
Filed 2026-10-26
DB Fitzpatrick & Co, Inc
DECREASED
Shares3,685 from 3,755
Change-70 (-2%)
Value$1.6M (+$193.5K)
Filed 2026-10-19
Arthur M. Cohen & Associates, LLC
DECREASED
Shares3,681 from 3,981
Change-300 (-8%)
Value$1.6M (+$110.0K)
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares3,666 from 3,667
Change-1 (0%)
Value$1.7M (+$247.9K)
Filed 2026-11-02
Human Investing LLC
INCREASED
Shares3,657 from 3,536
Change+121 (+3%)
Value$1.5M (+$260.9K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,647 from 3,647
Change0 (0%)
Value$1.4M (+$214.0K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares3,609 from 3,743
Change-134 (-4%)
Value$1.5M (+$165.5K)
Filed 2026-10-14
Convergence Investment Partners, LLC
INCREASED
Shares3,606 from 770
Change+2,836 (+368%)
Value$1.5M (+$1.2M)
Filed 2026-10-28
Retireful, LLC
NEW
Shares3,605
Change+3,605
Value$1.5M
Filed 2026-10-09
Hilton Head Capital Partners, LLC
DECREASED
Shares3,605 from 3,927
Change-322 (-8%)
Value$1.5M (+$97.2K)
Filed 2026-10-23
Cidel Asset Management Inc
DECREASED
Shares3,601 from 3,794
Change-193 (-5%)
Value$1.5M (+$144.0K)
Filed 2026-10-29
Claro Advisors Inc.
INCREASED
Shares3,566 from 3,385
Change+181 (+5%)
Value$1.5M (+$277.3K)
Filed 2026-11-02
Sculati Wealth Management, LLC
INCREASED
Shares3,564 from 3,521
Change+43 (+1%)
Value$1.5M (+$198.5K)
Filed 2026-10-19
Westco Advisory Services Inc
UNCHANGED
Shares3,562 from 3,562
Change0 (0%)
Value$1.5M (+$211.5K)
Filed 2026-10-14
Integrity Wealth Advisors, Inc.
NEW
Shares3,556
Change+3,556
Value$1.5M
Filed 2026-10-29
Sidoxia Capital Management, LLC
INCREASED
Shares3,551 from 2,952
Change+599 (+20%)
Value$1.5M (+$427.8K)
Filed 2026-10-28
Live Oak Private Wealth LLC
DECREASED
Shares3,546 from 3,612
Change-66 (-2%)
Value$1.5M (+$186.7K)
Filed 2026-11-02
Childress Capital Advisors, LLC
INCREASED
Shares3,535 from 3,488
Change+47 (+1%)
Value$1.5M (+$227.0K)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares3,514 from 3,577
Change-63 (-2%)
Value$1.5M (+$186.0K)
Filed 2026-10-28
Legacy Financial Advisors, Inc.
INCREASED
Shares3,494 from 3,407
Change+87 (+3%)
Value$1.5M (+$239.0K)
Filed 2026-11-09
Aprio Wealth Management, LLC
INCREASED
Shares3,486 from 3,328
Change+158 (+5%)
Value$1.5M (+$264.3K)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,484 from 3,220
Change+264 (+8%)
Value$1.5M (+$302.5K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
DECREASED
Shares3,478 from 3,654
Change-176 (-5%)
Value$1.5M (+$148.6K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares3,472 from 4,108
Change-636 (-15%)
Value$1.5M (-$24.1K)
Filed 2026-10-15
PDS Planning, Inc
INCREASED
Shares3,452 from 3,399
Change+53 (+2%)
Value$1.5M (+$224.2K)
Filed 2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares3,447 from 3,447
Change0 (0%)
Value$1.5M (+$204.7K)
Filed 2026-10-23
Lummis Asset Management, LP
UNCHANGED
Shares3,433 from 3,433
Change0 (0%)
Value$1.6M (+$267.1K)
Filed 2026-11-09
SVB Wealth LLC
DECREASED
Shares3,431 from 3,655
Change-224 (-6%)
Value$1.4M (+$122.7K)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares3,429
Change+3,429
Value$1.6K
Filed 2026-11-03
Jeppson Wealth Management, LLC
DECREASED
Shares3,429 from 3,432
Change-3 (0%)
Value$1.4M (+$202.6K)
Filed 2026-10-20
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares3,421 from 3,462
Change-41 (-1%)
Value$1.4M (+$188.3K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
DECREASED
Shares3,417 from 4,043
Change-626 (-15%)
Value$1.4M (-$23.7K)
Filed 2026-10-28
Beaton Management Co. Inc.
UNCHANGED
Shares3,409 from 3,409
Change0 (0%)
Value$1.4M (+$203.0K)
Filed 2026-11-09
Bourgeon Capital Management LLC
INCREASED
Shares3,404 from 3,401
Change+3 (+0%)
Value$1.4M (+$203.3K)
Filed 2026-10-19
Agate Pass Investment Management, LLC
INCREASED
Shares3,397 from 3,394
Change+3 (+0%)
Value$1.4M (+$202.9K)
Filed 2026-10-20
Biltmore Family Office, LLC
INCREASED
Shares3,389 from 3,264
Change+125 (+4%)
Value$1.4M (+$246.5K)
Filed 2026-11-03
Scott & Selber, Inc.
INCREASED
Shares3,386 from 3,381
Change+5 (+0%)
Value$1.4M (+$203.0K)
Filed 2026-10-21
Financial Perspectives, Inc
DECREASED
Shares3,377 from 3,675
Change-298 (-8%)
Value$1.4M (+$92.7K)
Filed 2026-11-03
Howland Capital Management LLC
DECREASED
Shares3,359 from 3,560
Change-201 (-6%)
Value$1.4M (+$126.7K)
Filed 2026-10-22
Virtue Asset Management LLC
INCREASED
Shares3,350 from 3,193
Change+157 (+5%)
Value$1.4M (+$255.7K)
Filed 2026-10-21
Anchyra Partners LLC
INCREASED
Shares3,345 from 3,094
Change+251 (+8%)
Value$1.4M (+$289.6K)
Filed 2026-10-13
Worth Asset Management, LLC
NEW
Shares3,337
Change+3,337
Value$1.4M
Filed 2026-10-07
KRS Capital Management, LLC
DECREASED
Shares3,314 from 3,320
Change-6 (0%)
Value$1.4M (+$194.7K)
Filed 2026-10-16
Portfolio Design Labs, LLC
DECREASED
Shares3,308 from 3,317
Change-9 (0%)
Value$1.4M (+$193.3K)
Filed 2026-11-04
Apella Capital, LLC
INCREASED
Shares3,302 from 2,984
Change+318 (+11%)
Value$1.4M (+$265.5K)
Filed 2026-10-08
Catalyst Financial Partners LLC
DECREASED
Shares3,287 from 3,386
Change-99 (-3%)
Value$1.4M (+$159.4K)
Filed 2026-11-06
Triasima Portfolio Management inc.
NEW
Shares3,280
Change+3,280
Value$1.4M
Filed 2026-10-15
Grove Bank & Trust
INCREASED
Shares3,272 from 3,253
Change+19 (+1%)
Value$1.4M (+$201.2K)
Filed 2026-10-08
Burford Brothers, Inc.
INCREASED
Shares3,270 from 3,252
Change+18 (+1%)
Value$1.4M (+$200.7K)
Filed 2026-10-21
Princeton Capital Management LLC
DECREASED
Shares3,264 from 3,378
Change-114 (-3%)
Value$1.4M (+$152.8K)
Filed 2026-10-27
First City Capital Management, Inc.
DECREASED
Shares3,257 from 3,282
Change-25 (-1%)
Value$1.4M (+$184.4K)
Filed 2026-10-27
WBI Investments, LLC
INCREASED
Shares3,251 from 1,244
Change+2,007 (+161%)
Value$1.4M (+$919.8K)
Filed 2026-11-05
Westhampton Capital, LLC
INCREASED
Shares3,251 from 3,250
Change+1 (+0%)
Value$1.4M (+$193.4K)
Filed 2026-10-30
DCF Advisers, LLC
DECREASED
Shares3,250 from 5,250
Change-2,000 (-38%)
Value$1.4M (-$531.2K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
DECREASED
Shares3,245 from 3,257
Change-12 (0%)
Value$1.4M (+$188.6K)
Filed 2026-10-19
Mendel Money Management
DECREASED
Shares3,234 from 3,315
Change-81 (-2%)
Value$1.4M (+$162.7K)
Filed 2026-11-02
J.Safra Asset Management Corp
INCREASED
Shares3,234 from 3,204
Change+30 (+1%)
Value$1.4M (+$202.8K)
Filed 2026-11-03
D'Orazio & Associates, Inc.
INCREASED
Shares3,231 from 3,096
Change+135 (+4%)
Value$1.4M (+$240.6K)
Filed 2026-11-04
StoneX Group Inc.
DECREASED
Shares3,224 from 12,416
Change-9,192 (-74%)
Value$1.4M (-$3.1M)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED
Shares3,216 from 3,356
Change-140 (-4%)
Value$1.4M (+$140.4K)
Filed 2026-10-16
Johnson & White Wealth Management, LLC
DECREASED
Shares3,215 from 3,233
Change-18 (-1%)
Value$1.4M (+$184.6K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED
Shares3,214 from 3,223
Change-9 (0%)
Value$1.4M (+$187.7K)
Filed 2026-10-26
Lee Financial Co
INCREASED
Shares3,196 from 3,190
Change+6 (+0%)
Value$1.3M (+$192.0K)
Filed 2026-10-16
PFW Advisors LLC
DECREASED
Shares3,188 from 3,208
Change-20 (-1%)
Value$1.3M (+$182.1K)
Filed 2026-10-07
Twelve Points Wealth Management LLC
DECREASED
Shares3,186 from 3,235
Change-49 (-2%)
Value$1.5M (+$313.3K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$1.3M (+$188.5K)
Filed 2026-10-27
MBA Advisors LLC
INCREASED
Shares3,169 from 3,168
Change+1 (+0%)
Value$1.3M (+$188.6K)
Filed 2026-10-29
Covenant Asset Management, LLC
DECREASED
Shares3,163 from 3,320
Change-157 (-5%)
Value$1.3M (+$131.0K)
Filed 2026-10-14
Chesapeake Wealth Management
DECREASED
Shares3,161 from 3,188
Change-27 (-1%)
Value$1.3M (+$178.0K)
Filed 2026-11-09
TrinityBridge Ltd
DECREASED
Shares3,155 from 3,242
Change-87 (-3%)
Value$1.3M (+$156.0K)
Filed 2026-10-30
Antonelli Financial Advisors, LLC
UNCHANGED
Shares3,149 from 3,149
Change0 (0%)
Value$1.3M (+$187.0K)
Filed 2026-10-13
Orrstown Financial Services Inc
INCREASED
Shares3,143 from 3,129
Change+14 (+0%)
Value$1.3M (+$191.7K)
Filed 2026-10-14
Sapient Capital LLC
INCREASED
Shares3,124 from 2,757
Change+367 (+13%)
Value$1.3M (+$318.4K)
Filed 2026-10-08
Cowa, LLC
DECREASED
Shares3,111 from 3,112
Change-1 (0%)
Value$1.3M (+$184.8K)
Filed 2026-10-30
Gradient Capital Advisors, LLC
INCREASED
Shares3,104 from 3,097
Change+7 (+0%)
Value$1.3M (+$186.8K)
Filed 2026-10-21
Patten & Patten Inc
DECREASED
Shares3,096 from 3,119
Change-23 (-1%)
Value$1.3M (+$175.5K)
Filed 2026-10-26
WP Advisors, LLC
INCREASED
Shares3,091 from 3,072
Change+19 (+1%)
Value$1.3M (+$190.4K)
Filed 2026-10-22
Plancorp, LLC
INCREASED
Shares3,075 from 2,399
Change+676 (+28%)
Value$1.4M (+$568.0K)
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares3,059 from 17,878
Change-14,819 (-83%)
Value$1.3M (-$5.2M)
Filed 2026-10-15
MB, Levis & Associates, LLC
INCREASED
Shares3,057 from 2,928
Change+129 (+4%)
Value$1.3M (+$228.2K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
DECREASED
Shares3,051 from 3,120
Change-69 (-2%)
Value$1.3M (+$156.2K)
Filed 2026-10-28
bLong Financial, LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$1.3M (+$181.1K)
Filed 2026-10-29
Chicago Trust Co NA
INCREASED
Shares3,041 from 2,878
Change+163 (+6%)
Value$1.3M (+$239.6K)
Filed 2026-10-28
Carl P. Sherr & Co., LLC
UNCHANGED
Shares3,037 from 3,037
Change0 (0%)
Value$1.3M (+$180.4K)
Filed 2026-11-06
Ddfg, Inc
INCREASED
Shares3,031 from 2,746
Change+285 (+10%)
Value$1.3M (+$283.3K)
Filed 2026-10-15
Seizert Capital Partners, LLC
DECREASED
Shares3,026 from 18,902
Change-15,876 (-84%)
Value$1.3M (-$5.6M)
Filed 2026-10-30
Greykasell Wealth Strategies, Inc.
DECREASED
Shares3,025 from 3,119
Change-94 (-3%)
Value$1.3M (+$145.8K)
Filed 2026-11-09
Strategy Asset Managers LLC
INCREASED
Shares3,025 from 3,012
Change+13 (+0%)
Value$1.3M (+$184.2K)
Filed 2026-10-14
Greenfield Savings Bank
UNCHANGED
Shares3,017 from 3,017
Change0 (0%)
Value$1.3M (+$179.2K)
Filed 2026-10-07
Strategic Blueprint, LLC
INCREASED
Shares3,013 from 1,477
Change+1,536 (+104%)
Value$1.3M (+$735.2K)
Filed 2026-10-22
Pettee Investors, Inc.
UNCHANGED
Shares3,011 from 3,011
Change0 (0%)
Value$1.3M (+$178.8K)
Filed 2026-11-09
Balefire, LLC
DECREASED
Shares3,007 from 3,296
Change-289 (-9%)
Value$1.3M (+$73.8K)
Filed 2026-10-09
Pittenger & Anderson Inc
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$1.3M (+$178.3K)
Filed 2026-11-02
Hager Investment Management Services, LLC
DECREASED
Shares2,997 from 3,476
Change-479 (-14%)
Value$1.3M (+$4.5K)
Filed 2026-11-04
Hohimer Wealth Management, LLC
DECREASED
Shares2,995 from 3,102
Change-107 (-3%)
Value$1.3M (+$139.3K)
Filed 2026-11-04
3Chopt Investment Partners, LLC
INCREASED
Shares2,989 from 1,629
Change+1,360 (+83%)
Value$1.3M (+$670.0K)
Filed 2026-10-30
Kendall Capital Management
DECREASED
Shares2,988 from 2,995
Change-7 (0%)
Value$1.3M (+$174.9K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares2,957 from 3,157
Change-200 (-6%)
Value$1.2M (+$103.2K)
Filed 2026-10-22
Sylvest Advisors, LLC
DECREASED
Shares2,935 from 3,147
Change-212 (-7%)
Value$1.2M (+$97.5K)
Filed 2026-10-26
Sound Income Strategies, LLC
INCREASED
Shares2,927 from 2,246
Change+681 (+30%)
Value$1.2M (+$379.2K)
Filed 2026-10-09
HighPoint Advisor Group LLC
DECREASED
Shares2,924 from 2,946
Change-22 (-1%)
Value$1.2M (+$165.8K)
Filed 2026-11-09
SGL Investment Advisors, Inc.
DECREASED
Shares2,913 from 3,193
Change-280 (-9%)
Value$1.3M (+$9.1K)
Filed 2026-11-09
Wealth Effects LLC
INCREASED
Shares2,911 from 2,905
Change+6 (+0%)
Value$1.2M (+$175.0K)
Filed 2026-10-23
Impact Partnership Wealth, LLC
DECREASED
Shares2,906 from 4,939
Change-2,033 (-41%)
Value$1.2M (-$563.4K)
Filed 2026-11-09
Accredited Investors Inc.
INCREASED
Shares2,902 from 2,123
Change+779 (+37%)
Value$1.2M (+$454.3K)
Filed 2026-11-03
Legacy Trust
INCREASED
Shares2,902 from 2,869
Change+33 (+1%)
Value$1.4M (+$313.4K)
Filed 2026-11-06
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares2,898 from 2,893
Change+5 (+0%)
Value$1.2M (+$173.8K)
Filed 2026-10-08
Davis Investment Partners, LLC
DECREASED
Shares2,876 from 4,600
Change-1,724 (-37%)
Value$1.2M (-$453.3K)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares2,863 from 2,399
Change+464 (+19%)
Value$1.2M (+$338.1K)
Filed 2026-11-02
Nichols & Pratt Advisers LLP
DECREASED
Shares2,847 from 2,897
Change-50 (-2%)
Value$1.2M (+$110.4K)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares2,846 from 2,860
Change-14 (0%)
Value$1.2M (+$164.0K)
Filed 2026-10-14
Pavion Blue Capital, LLC
DECREASED
Shares2,839 from 2,846
Change-7 (0%)
Value$1.2M (+$21.2K)
Filed 2026-11-05
Personal CFO Solutions, LLC
DECREASED
Shares2,825 from 3,219
Change-394 (-12%)
Value$1.2M (+$25.3K)
Filed 2026-11-06
Victory Financial Group, LLC
INCREASED
Shares2,824 from 2,418
Change+406 (+17%)
Value$1.2M (+$314.7K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
DECREASED
Shares2,804 from 3,050
Change-246 (-8%)
Value$1.2M (+$77.9K)
Filed 2026-10-20
Fortress Financial Group, LLC
INCREASED
Shares2,803 from 2,800
Change+3 (+0%)
Value$1.2M (+$167.6K)
Filed 2026-10-21
ANB Bank
DECREASED
Shares2,801 from 2,904
Change-103 (-4%)
Value$1.2M (+$129.1K)
Filed 2026-10-09
Facet Wealth, Inc.
INCREASED
Shares2,800 from 2,188
Change+612 (+28%)
Value$1.2M (+$387.9K)
Filed 2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares2,796 from 2,628
Change+168 (+6%)
Value$1.2M (+$226.9K)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares2,793 from 2,873
Change-80 (-3%)
Value$1.2M (+$136.9K)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares2,791 from 2,480
Change+311 (+13%)
Value$1.2M (+$287.8K)
Filed 2026-11-02
Chemistry Wealth Management LLC
INCREASED
Shares2,790 from 2,786
Change+4 (+0%)
Value$1.2M (+$167.1K)
Filed 2026-10-16
Independence Bank of Kentucky
INCREASED
Shares2,788 from 2,730
Change+58 (+2%)
Value$1.2M (+$186.6K)
Filed 2026-10-26
Net Worth Advisory Group
INCREASED
Shares2,786 from 2,579
Change+207 (+8%)
Value$1.1M (+$200.4K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
INCREASED
Shares2,785 from 2,779
Change+6 (+0%)
Value$1.2M (+$167.6K)
Filed 2026-10-29
Montag A & Associates Inc
INCREASED
Shares2,780 from 2,744
Change+36 (+1%)
Value$1.2M (+$178.1K)
Filed 2026-10-29
Advisor OS, LLC
INCREASED
Shares2,777 from 2,773
Change+4 (+0%)
Value$1.2M (+$166.2K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
DECREASED
Shares2,773 from 2,998
Change-225 (-8%)
Value$1.2M (+$83.0K)
Filed 2026-10-27
Beirne Wealth Consulting Services, LLC
INCREASED
Shares2,772 from 2,722
Change+50 (+2%)
Value$1.2M (+$182.7K)
Filed 2026-10-19
Monument Capital Management
INCREASED
Shares2,769 from 2,614
Change+155 (+6%)
Value$1.2M (+$220.6K)
Filed 2026-10-09
BankPlus Wealth Management LLC
INCREASED
Shares2,762 from 2,638
Change+124 (+5%)
Value$1.2M (+$209.6K)
Filed 2026-10-13
Phoenix Wealth Advisors
DECREASED
Shares2,743 from 2,752
Change-9 (0%)
Value$1.2M (+$159.6K)
Filed 2026-11-03
TrustBank
UNCHANGED
Shares2,739 from 2,739
Change0 (0%)
Value$1.2M (+$162.7K)
Filed 2026-10-20
Visionary Horizons, LLC
DECREASED
Shares2,735 from 3,090
Change-355 (-11%)
Value$1.2M (+$34.1K)
Filed 2026-10-22
White Lighthouse Investment Management Inc.
INCREASED
Shares2,735 from 2,633
Change+102 (+4%)
Value$1.2M (+$199.2K)
Filed 2026-10-21
Oarsman Capital, Inc.
INCREASED
Shares2,730 from 2,694
Change+36 (+1%)
Value$1.2M (+$175.4K)
Filed 2026-11-05
First Affirmative Financial Network
NEW
Shares2,724
Change+2,724
Value$1.1M
Filed 2026-10-21
Thrive Wealth Management, LLC
DECREASED
Shares2,717 from 3,218
Change-501 (-16%)
Value$1.1M (-$20.2K)
Filed 2026-10-13
Kelleher Financial Advisors
DECREASED
Shares2,703 from 5,256
Change-2,553 (-49%)
Value$1.1M (-$763.9K)
Filed 2026-10-30
St. Clair Advisors, LLC
DECREASED
Shares2,700 from 2,725
Change-25 (-1%)
Value$1.1M (+$151.3K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares2,681 from 4,257
Change-1,576 (-37%)
Value$1.1M (-$411.5K)
Filed 2026-10-06
Foster Group, Inc.
INCREASED
Shares2,650 from 2,616
Change+34 (+1%)
Value$1.1M (+$169.4K)
Filed 2026-10-13
Richwood Investment Advisors, LLC
DECREASED
Shares2,645 from 2,730
Change-85 (-3%)
Value$1.1M (+$126.3K)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares2,644 from 2,672
Change-28 (-1%)
Value$1.1M (+$146.9K)
Filed 2026-10-26
180 Wealth Advisors, LLC
DECREASED
Shares2,636 from 15,157
Change-12,521 (-83%)
Value$1.1M (-$4.4M)
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares2,633 from 2,547
Change+86 (+3%)
Value$1.1M (+$194.5K)
Filed 2026-10-14
Schmidt P J Investment Management Inc
DECREASED
Shares2,619 from 2,704
Change-85 (-3%)
Value$1.1M (+$124.8K)
Filed 2026-11-02
Decision Investments, Inc
DECREASED
Shares2,619 from 2,629
Change-10 (0%)
Value$1.1M (+$151.6K)
Filed 2026-10-07
MW Advisory, LLC
DECREASED
Shares2,605 from 2,910
Change-305 (-10%)
Value$1.1M (+$44.5K)
Filed 2026-10-19
Wincap Financial LLC
INCREASED
Shares2,604 from 2,444
Change+160 (+7%)
Value$1.1M (+$212.6K)
Filed 2026-10-20
Curbstone Financial Management Corp
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$1.1M (+$154.7K)
Filed 2026-10-21
Peregrine Asset Advisers, Inc.
DECREASED
Shares2,600 from 2,901
Change-301 (-10%)
Value$1.1M (+$45.4K)
Filed 2026-11-09
Paragon Capital Management Ltd
DECREASED
Shares2,600 from 2,620
Change-20 (-1%)
Value$1.1M (+$147.2K)
Filed 2026-10-09
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares2,588 from 2,465
Change+123 (+5%)
Value$1.1M (+$198.2K)
Filed 2026-11-09
BLB&B Advisors, LLC
DECREASED
Shares2,582 from 2,773
Change-191 (-7%)
Value$1.1M (+$84.2K)
Filed 2026-10-27
Clearwave Capital, LLC
INCREASED
Shares2,582 from 2,528
Change+54 (+2%)
Value$1.1M (+$173.0K)
Filed 2026-10-27
Essex Bank
INCREASED
Shares2,570 from 2,520
Change+50 (+2%)
Value$1.1M (+$170.8K)
Filed 2026-10-16
AdvisorNet Financial, Inc
DECREASED
Shares2,559 from 2,571
Change-12 (0%)
Value$1.1M (+$159.5K)
Filed 2026-10-15
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares2,558 from 2,858
Change-300 (-10%)
Value$1.1M (+$43.3K)
Filed 2026-10-06
Nikulski Financial, Inc.
DECREASED
Shares2,558 from 2,731
Change-173 (-6%)
Value$1.1M (+$89.3K)
Filed 2026-11-06
Calamos Wealth Management LLC
INCREASED
Shares2,558 from 2,408
Change+150 (+6%)
Value$1.1M (+$206.2K)
Filed 2026-11-02
Almanack Investment Partners, Llc.
INCREASED
Shares2,553 from 2,375
Change+178 (+7%)
Value$1.1M (+$216.1K)
Filed 2026-11-03
Allen Investment Management, LLC
UNCHANGED
Shares2,547 from 2,547
Change0 (0%)
Value$1.1M (+$151.3K)
Filed 2026-11-03
Dutch Asset Corp
INCREASED
Shares2,536 from 2,222
Change+314 (+14%)
Value$1.1M (+$264.3K)
Filed 2026-10-20
Marathon Capital Management
UNCHANGED
Shares2,533 from 2,533
Change0 (0%)
Value$1.1M (+$150.5K)
Filed 2026-10-23
Adirondack Trust Co
DECREASED
Shares2,522 from 2,529
Change-7 (0%)
Value$1.1M (+$147.3K)
Filed 2026-10-14
Hara Capital LLC
UNCHANGED
Shares2,507 from 2,507
Change0 (0%)
Value$1.1M (+$148.9K)
Filed 2026-10-30
Lighthouse Financial LLC
INCREASED
Shares2,506 from 2,504
Change+2 (+0%)
Value$1.1M (+$149.6K)
Filed 2026-10-23
Silver OAK Securities, Incorporated
INCREASED
Shares2,498 from 1,418
Change+1,080 (+76%)
Value$1.1M (+$636.6K)
Filed 2026-11-09
Shrier Wealth Management, LLC
DECREASED
Shares2,488 from 2,495
Change-7 (0%)
Value$1.0M (+$145.2K)
Filed 2026-10-20
Dillon & Associates Inc
DECREASED
Shares2,481 from 2,483
Change-2 (0%)
Value$1.0M (+$148.0K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
DECREASED
Shares2,471 from 2,525
Change-54 (-2%)
Value$1.0M (+$127.2K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
DECREASED
Shares2,467 from 2,549
Change-82 (-3%)
Value$1.0M (+$116.8K)
Filed 2026-10-13
AlphaCentric Advisors LLC
INCREASED
Shares2,455 from 2,362
Change+93 (+4%)
Value$1.0M (+$179.5K)
Filed 2026-11-03
Capital Advantage, Inc.
DECREASED
Shares2,452 from 2,474
Change-22 (-1%)
Value$1.0M (+$137.6K)
Filed 2026-10-14
Park National Corp
INCREASED
Shares2,442 from 2,263
Change+179 (+8%)
Value$1.0M (+$209.9K)
Filed 2026-10-05
ADE, LLC
DECREASED
Shares2,442 from 2,551
Change-109 (-4%)
Value$1.0M (+$105.5K)
Filed 2026-10-29
TrueWealth Advisors, LLC
INCREASED
Shares2,441 from 2,317
Change+124 (+5%)
Value$1.0M (+$189.6K)
Filed 2026-10-09
Northcape Wealth Management, LLC
DECREASED
Shares2,437 from 2,974
Change-537 (-18%)
Value$1.0M (-$49.7K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares2,437 from 2,041
Change+396 (+19%)
Value$1.0M (+$288.2K)
Filed 2026-10-13
M. Kraus & Co
UNCHANGED
Shares2,436 from 2,436
Change0 (0%)
Value$1.0M (+$144.7K)
Filed 2026-10-20
Cottage Street Advisors LLC
DECREASED
Shares2,434 from 2,450
Change-16 (-1%)
Value$1.0M (+$138.5K)
Filed 2026-10-19
Cane Capital Partners, LLC
DECREASED
Shares2,433 from 3,259
Change-826 (-25%)
Value$1.0M (-$154.6K)
Filed 2026-10-23
Kanawha Capital Management LLC
DECREASED
Shares2,433 from 2,441
Change-8 (0%)
Value$1.0M (+$141.6K)
Filed 2026-10-19
Iron Financial LLC
NEW
Shares2,418
Change+2,418
Value$1.0M
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
NEW
Shares2,410
Change+2,410
Value$1.0M
Filed 2026-10-14
Means Investment Co., Inc.
DECREASED
Shares2,405 from 2,444
Change-39 (-2%)
Value$1.0M (+$128.7K)
Filed 2026-11-03
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,399 from 2,339
Change+60 (+3%)
Value$1.0M (+$164.2K)
Filed 2026-11-04
Baldwin Wealth Partners LLC
DECREASED
Shares2,397 from 2,413
Change-16 (-1%)
Value$1.0M (+$136.6K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares2,388 from 2,335
Change+53 (+2%)
Value$1.0M (+$161.0K)
Filed 2026-11-02
Sage Rhino Capital LLC
DECREASED
Shares2,383 from 2,387
Change-4 (0%)
Value$1.0M (+$140.1K)
Filed 2026-10-28
Westover Capital Advisors, LLC
DECREASED
Shares2,374 from 2,375
Change-1 (0%)
Value$1.0M (+$140.6K)
Filed 2026-10-26
Schear Investment Advisers, LLC
DECREASED
Shares2,372 from 6,265
Change-3,893 (-62%)
Value$999.7K (-$1.3M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,372 from 1,945
Change+427 (+22%)
Value$999.7K (+$295.3K)
Filed 2026-10-14
First Nebraska Trust Co
UNCHANGED
Shares2,369 from 2,369
Change0 (0%)
Value$998.6K (+$140.7K)
Filed 2026-10-30
National Wealth Management Group, LLC
DECREASED
Shares2,368 from 2,529
Change-161 (-6%)
Value$998.3K (+$82.5K)
Filed 2026-10-26
Diversified Enterprises, LLC
INCREASED
Shares2,355 from 1,842
Change+513 (+28%)
Value$992.5K (+$325.3K)
Filed 2026-10-19
City State Bank
DECREASED
Shares2,353 from 2,441
Change-88 (-4%)
Value$991.8K (+$107.9K)
Filed 2026-10-20
Compass Capital Management, Inc
INCREASED
Shares2,345 from 1,845
Change+500 (+27%)
Value$988.4K (+$320.3K)
Filed 2026-11-06
Financial Solutions Advisory Group, Inc.
DECREASED
Shares2,344 from 2,462
Change-118 (-5%)
Value$1.0M (+$118.5K)
Filed 2026-10-28
Legacy Capital Group California, Inc.
DECREASED
Shares2,333 from 2,351
Change-18 (-1%)
Value$983.4K (+$132.0K)
Filed 2026-11-09
Klingman & Associates, LLC
INCREASED
Shares2,332 from 2,140
Change+192 (+9%)
Value$983.0K (+$208.0K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
DECREASED
Shares2,327 from 2,344
Change-17 (-1%)
Value$980.9K (+$132.0K)
Filed 2026-10-15
Carter Financial Group, Inc.
INCREASED
Shares2,322 from 2,236
Change+86 (+4%)
Value$978.7K (+$169.2K)
Filed 2026-10-21
Mitchell Sinkler & Starr
INCREASED
Shares2,310 from 2,295
Change+15 (+1%)
Value$973.7K (+$142.6K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,301 from 2,240
Change+61 (+3%)
Value$970.0K (+$159.0K)
Filed 2026-10-13
RS Crum Inc.
UNCHANGED
Shares2,301 from 2,301
Change0 (0%)
Value$969.9K (+$136.7K)
Filed 2026-10-19
WealthCare Asset Management, LLC
DECREASED
Shares2,292 from 3,560
Change-1,268 (-36%)
Value$965.9K (-$323.0K)
Filed 2026-10-26
HF Advisory Group, LLC
DECREASED
Shares2,289 from 2,318
Change-29 (-1%)
Value$964.9K (+$125.5K)
Filed 2026-10-09
Vista Investment Partners II, LLC
INCREASED
Shares2,274 from 2,254
Change+20 (+1%)
Value$958.5K (+$142.4K)
Filed 2026-10-15
Marble Harbor Investment Counsel, LLC
DECREASED
Shares2,274 from 2,286
Change-12 (-1%)
Value$958.4K (+$130.7K)
Filed 2026-11-06
Paulson Wealth Management Inc.
INCREASED
Shares2,268 from 1,970
Change+298 (+15%)
Value$956.0K (+$242.6K)
Filed 2026-11-02
Revisor Wealth Management LLC
DECREASED
Shares2,265 from 3,075
Change-810 (-26%)
Value$963.3K (-$150.2K)
Filed 2026-10-20
Versant Capital Management, Inc
INCREASED
Shares2,263 from 1,980
Change+283 (+14%)
Value$953.9K (+$236.9K)
Filed 2026-10-02
Summit Wealth Group LLC / Co
INCREASED
Shares2,263 from 2,129
Change+134 (+6%)
Value$953.8K (+$182.7K)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
INCREASED
Shares2,263 from 2,184
Change+79 (+4%)
Value$954.0K (+$163.3K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares2,255 from 2,417
Change-162 (-7%)
Value$950.7K (+$75.3K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares2,255 from 2,255
Change0 (0%)
Value$816.9K ($0)
Filed 2026-10-26
SAX Wealth Advisors, LLC
INCREASED
Shares2,254 from 1,862
Change+392 (+21%)
Value$950.0K (+$294.9K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares2,245 from 2,080
Change+165 (+8%)
Value$946.4K (+$193.1K)
Filed 2026-10-15
Baron Wealth Management LLC
INCREASED
Shares2,239 from 2,185
Change+54 (+2%)
Value$943.6K (+$152.4K)
Filed 2026-10-27
Stone Summit Wealth LLC
DECREASED
Shares2,226 from 2,275
Change-49 (-2%)
Value$938.2K (+$114.4K)
Filed 2026-10-14
Cohen Capital Management, Inc.
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$937.4K (+$132.1K)
Filed 2026-10-14
New Hampshire Trust
DECREASED
Shares2,221 from 2,237
Change-16 (-1%)
Value$936.2K (+$126.1K)
Filed 2026-10-20
Convergence Financial, LLC
DECREASED
Shares2,212 from 3,673
Change-1,461 (-40%)
Value$932.4K (-$397.7K)
Filed 2026-10-27
Vision Financial Markets LLC
NEW
Shares2,200
Change+2,200
Value$927.3K
Filed 2026-10-22
Long Road Investment Counsel, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$927.3K (+$130.7K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,199 from 2,109
Change+90 (+4%)
Value$926.9K (+$163.3K)
Filed 2026-11-04
Home Federal Bank of Tennessee
DECREASED
Shares2,195 from 2,270
Change-75 (-3%)
Value$925.2K (+$103.2K)
Filed 2026-10-15
Thoma Capital Management LLC
UNCHANGED
Shares2,193 from 2,193
Change0 (0%)
Value$924.6K (+$130.2K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
INCREASED
Shares2,192 from 2,160
Change+32 (+1%)
Value$924.4K (+$142.0K)
Filed 2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$793.2K ($0)
Filed 2026-10-13
Windsor Capital Management, LLC
DECREASED
Shares2,181 from 3,307
Change-1,126 (-34%)
Value$919.3K (-$278.2K)
Filed 2026-10-13
Baxter Bros Inc
INCREASED
Shares2,181 from 2,081
Change+100 (+5%)
Value$919.3K (+$165.7K)
Filed 2026-11-04
Saratoga Research & Investment Management
UNCHANGED
Shares2,181 from 2,181
Change0 (0%)
Value$919.3K (+$129.5K)
Filed 2026-10-16
Fire Capital Management LLC
NEW
Shares2,180
Change+2,180
Value$918.9K
Filed 2026-10-27
Magnolia Capital Management LTD
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$917.0K (+$129.0K)
Filed 2026-10-09
Oslo Pensjonsforsikring AS
INCREASED
Shares2,174 from 1,878
Change+296 (+16%)
Value$916.4K (+$236.3K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares2,170 from 2,155
Change+15 (+1%)
Value$914.7K (+$134.3K)
Filed 2026-10-09
E&G Advisors, LLC
UNCHANGED
Shares2,166 from 2,166
Change0 (0%)
Value$913.0K (+$128.6K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares2,154 from 2,304
Change-150 (-7%)
Value$908.1K (+$73.9K)
Filed 2026-10-26
ASL Financial, LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$906.2K (+$127.7K)
Filed 2026-10-15
Cornerstone Advisory, LLC
INCREASED
Shares2,147 from 2,073
Change+74 (+4%)
Value$904.8K (+$154.1K)
Filed 2026-11-06
Bill Few Associates, Inc.
DECREASED
Shares2,145 from 2,180
Change-35 (-2%)
Value$904.3K (+$115.0K)
Filed 2026-10-09
Channel Wealth LLC
INCREASED
Shares2,145 from 2,124
Change+21 (+1%)
Value$904.2K (+$135.0K)
Filed 2026-11-06
Interchange Capital Partners, LLC
INCREASED
Shares2,139 from 2,111
Change+28 (+1%)
Value$901.7K (+$137.2K)
Filed 2026-10-28
BridgePort Financial Solutions, LLC
DECREASED
Shares2,134 from 2,213
Change-79 (-4%)
Value$899.5K (+$98.0K)
Filed 2026-11-02
Segment Wealth Management, LLC
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$899.5K (+$126.7K)
Filed 2026-10-26
Golden Reserve Retirement LLC
NEW
Shares2,131
Change+2,131
Value$898.1K
Filed 2026-11-02
Worth Financial Advisory Group, LLC
INCREASED
Shares2,130 from 1,870
Change+260 (+14%)
Value$898.0K (+$220.8K)
Filed 2026-10-19
KG Capital Management
INCREASED
Shares2,128 from 1,533
Change+595 (+39%)
Value$896.8K (+$341.7K)
Filed 2026-10-15
Keystone Wealth Services, LLC
INCREASED
Shares2,123 from 2,119
Change+4 (+0%)
Value$899.4K (+$132.0K)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares2,119 from 2,114
Change+5 (+0%)
Value$853.0K (+$87.4K)
Filed 2026-10-21
Axxion S.A.
INCREASED
Shares2,118 from 1,968
Change+150 (+8%)
Value$892.8K (+$180.1K)
Filed 2026-10-22
Nelson Capital Management, LLC
DECREASED
Shares2,114 from 2,154
Change-40 (-2%)
Value$891.1K (+$111.1K)
Filed 2026-11-09
Washington Trust Bank
INCREASED
Shares2,112 from 1,987
Change+125 (+6%)
Value$890.2K (+$170.7K)
Filed 2026-11-03
Triad Wealth Partners, LLC
DECREASED
Shares2,111 from 2,169
Change-58 (-3%)
Value$890.0K (+$68.2K)
Filed 2026-10-26
Columbia Bank
UNCHANGED
Shares2,106 from 2,106
Change0 (0%)
Value$887.7K (+$125.1K)
Filed 2026-10-29
Nautilus Advisors LLC
INCREASED
Shares2,096 from 2,048
Change+48 (+2%)
Value$883.5K (+$139.5K)
Filed 2026-10-07
Canandaigua National Trust Co of Florida
NEW
Shares2,093
Change+2,093
Value$882.2K
Filed 2026-10-07
Garde Capital, Inc.
DECREASED
Shares2,092 from 2,096
Change-4 (0%)
Value$881.8K (+$122.8K)
Filed 2026-10-29
Wespac Advisors, LLC
UNCHANGED
Shares2,087 from 2,087
Change0 (0%)
Value$879.8K (+$124.0K)
Filed 2026-10-26
Strive Financial Group,LLC
INCREASED
Shares2,075 from 1,957
Change+118 (+6%)
Value$874.5K (+$165.8K)
Filed 2026-11-09
CFM Wealth Partners LLC
UNCHANGED
Shares2,074 from 2,074
Change0 (0%)
Value$874.2K (+$123.2K)
Filed 2026-11-05
Access Financial Services, Inc.
INCREASED
Shares2,070 from 2,052
Change+18 (+1%)
Value$872.5K (+$129.5K)
Filed 2026-11-09
John G Ullman & Associates Inc
DECREASED
Shares2,066 from 2,125
Change-59 (-3%)
Value$870.8K (+$101.3K)
Filed 2026-11-04
Birch Hill Investment Advisors LLC
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$868.3K (+$122.3K)
Filed 2026-10-16
Pflug Koory, LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$867.5K (+$122.2K)
Filed 2026-10-26
Advisory Advocates, LLC
DECREASED
Shares2,056 from 2,185
Change-129 (-6%)
Value$866.5K (+$75.3K)
Filed 2026-11-05
Ipsen Advisor Group LLC
DECREASED
Shares2,047 from 2,057
Change-10 (0%)
Value$862.8K (+$117.7K)
Filed 2026-10-29
Willner & Heller, LLC
DECREASED
Shares2,042 from 2,142
Change-100 (-5%)
Value$860.5K (+$84.8K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$861.0K (+$121.4K)
Filed 2026-10-08
Neville Rodie & Shaw Inc
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$858.0K (+$121.0K)
Filed 2026-10-05
North Forty Two & Co.
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$857.8K (+$120.9K)
Filed 2026-10-19
Burkett Financial Services, LLC
INCREASED
Shares2,032 from 2,019
Change+13 (+1%)
Value$856.8K (+$125.6K)
Filed 2026-10-01
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,031 from 2,554
Change-523 (-20%)
Value$856.1K (-$68.8K)
Filed 2026-10-19
Navigoe, LLC
UNCHANGED
Shares2,027 from 2,027
Change0 (0%)
Value$854.0K (+$120.0K)
Filed 2026-11-04
Howard Financial Services, Ltd.
INCREASED
Shares2,023 from 1,892
Change+131 (+7%)
Value$852.8K (+$167.6K)
Filed 2026-10-15
Oakworth Capital, Inc.
INCREASED
Shares2,014 from 2,008
Change+6 (+0%)
Value$848.9K (+$122.2K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
INCREASED
Shares2,009 from 1,624
Change+385 (+24%)
Value$846.8K (+$258.7K)
Filed 2026-10-20
Optas, LLC
INCREASED
Shares2,006 from 1,817
Change+189 (+10%)
Value$845.5K (+$187.6K)
Filed 2026-11-09
Alpha Wealth Funds, LLC
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$845.1K (+$119.1K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
INCREASED
Shares2,004 from 1,940
Change+64 (+3%)
Value$844.6K (+$142.0K)
Filed 2026-10-23
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares2,000 from 2,500
Change-500 (-20%)
Value$843.0K (-$62.3K)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares1,996 from 6,017
Change-4,021 (-67%)
Value$841.5K (-$1.3M)
Filed 2026-11-04
Riverbend Wealth Management, LLC
DECREASED
Shares1,991 from 2,610
Change-619 (-24%)
Value$839.3K (-$105.9K)
Filed 2026-10-15
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,991 from 1,801
Change+190 (+11%)
Value$839.4K (+$187.2K)
Filed 2026-10-20
Concentrum Wealth Management
INCREASED
Shares1,987 from 1,954
Change+33 (+2%)
Value$837.7K (+$130.2K)
Filed 2026-11-09
Cyndeo Wealth Partners, LLC
INCREASED
Shares1,978 from 1,742
Change+236 (+14%)
Value$833.6K (+$202.7K)
Filed 2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED
Shares1,978 from 1,978
Change0 (0%)
Value$833.7K (+$117.5K)
Filed 2026-10-19
Capital Investment Counsel, Inc
DECREASED
Shares1,969 from 1,994
Change-25 (-1%)
Value$830.0K (+$107.9K)
Filed 2026-10-20
Allegheny Financial Group
INCREASED
Shares1,966 from 1,831
Change+135 (+7%)
Value$829.0K (+$165.8K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
DECREASED
Shares1,960 from 2,065
Change-105 (-5%)
Value$826.2K (+$78.4K)
Filed 2026-10-22
Legacy Wealth Management, LLC / MS
DECREASED
Shares1,960 from 1,969
Change-9 (0%)
Value$826.2K (+$113.1K)
Filed 2026-10-30
Roxbury Financial LLC
INCREASED
Shares1,955 from 1,948
Change+7 (+0%)
Value$824.0K (+$118.7K)
Filed 2026-10-01
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,952 from 1,929
Change+23 (+1%)
Value$822.7K (+$124.1K)
Filed 2026-10-16
Kennedy Investment Group, Inc.
INCREASED
Shares1,952 from 1,946
Change+6 (+0%)
Value$822.6K (+$117.9K)
Filed 2026-10-21
Roman Butler Fullerton & Co
DECREASED
Shares1,948 from 1,956
Change-8 (0%)
Value$828.1K (+$123.3K)
Filed 2026-10-27
Financial Management Network Inc
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$785.1K (+$71.6K)
Filed 2026-10-09
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares1,944 from 2,071
Change-127 (-6%)
Value$819.3K (+$69.2K)
Filed 2026-10-28
Redmond Asset Management, LLC
DECREASED
Shares1,943 from 2,025
Change-82 (-4%)
Value$819.0K (+$85.7K)
Filed 2026-10-27
CPA Asset Management Group, LLC
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$815.6K (+$114.9K)
Filed 2026-10-26
CRA Financial Services, LLC
DECREASED
Shares1,922 from 2,062
Change-140 (-7%)
Value$809.9K (+$63.3K)
Filed 2026-10-16
First Growth Capital LLC
DECREASED
Shares1,919 from 2,083
Change-164 (-8%)
Value$808.9K (+$54.6K)
Filed 2026-10-15
Lebenthal Global Advisors, LLC
DECREASED
Shares1,916 from 2,578
Change-662 (-26%)
Value$807.7K (-$125.9K)
Filed 2026-10-28
Midwest Financial Partners Investments, Inc.
DECREASED
Shares1,906 from 2,346
Change-440 (-19%)
Value$803.4K (-$46.1K)
Filed 2026-10-08
Edgemoor Investment Advisors, Inc.
DECREASED
Shares1,903 from 1,910
Change-7 (0%)
Value$802.1K (+$110.5K)
Filed 2026-11-03
Asset Advisory Group, Inc.
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$801.7K (+$113.0K)
Filed 2026-10-20
Hikari Power Ltd
DECREASED
Shares1,900 from 8,900
Change-7,000 (-79%)
Value$801.0K (-$2.4M)
Filed 2026-10-30
RW Investment Management LLC
INCREASED
Shares1,892 from 1,872
Change+20 (+1%)
Value$797.5K (+$119.6K)
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares1,879 from 1,728
Change+151 (+9%)
Value$792.0K (+$166.3K)
Filed 2026-10-22
Lazari Capital Management, Inc.
INCREASED
Shares1,871 from 1,870
Change+1 (+0%)
Value$788.8K (+$111.5K)
Filed 2026-10-20
Texas Bank & Trust Co
DECREASED
Shares1,870 from 1,979
Change-109 (-6%)
Value$788.2K (+$71.6K)
Filed 2026-11-04
Woodmont Investment Counsel LLC
INCREASED
Shares1,868 from 1,805
Change+63 (+3%)
Value$787.4K (+$133.8K)
Filed 2026-10-29
Santori & Peters, Inc.
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$787.3K (+$110.9K)
Filed 2026-10-26
Paladin Partners, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$784.0K (+$110.5K)
Filed 2026-10-06
Insight Advisors, LLC/ PA
INCREASED
Shares1,859 from 1,857
Change+2 (+0%)
Value$783.3K (+$111.1K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED
Shares1,856 from 1,682
Change+174 (+10%)
Value$782.3K (+$173.2K)
Filed 2026-11-02
Golden State Wealth Management, LLC
INCREASED
Shares1,847 from 1,814
Change+33 (+2%)
Value$778.6K (+$121.5K)
Filed 2026-11-02
West Family Investments, Inc.
UNCHANGED
Shares1,833 from 1,833
Change0 (0%)
Value$772.6K (+$108.9K)
Filed 2026-11-09
Wealth Quarterback LLC
INCREASED
Shares1,830 from 1,763
Change+67 (+4%)
Value$771.4K (+$132.9K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares1,829
Change+1,829
Value$770.9K
Filed 2026-10-16
Clear Creek Financial Management, LLC
INCREASED
Shares1,820 from 1,812
Change+8 (+0%)
Value$767.1K (+$111.1K)
Filed 2026-10-28
Clearwater Capital Advisors, LLC
DECREASED
Shares1,818 from 2,018
Change-200 (-10%)
Value$766.3K (+$35.5K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
INCREASED
Shares1,817 from 1,683
Change+134 (+8%)
Value$765.9K (+$166.6K)
Filed 2026-10-26
Trust Point Inc.
NEW
Shares1,810
Change+1,810
Value$762.9K
Filed 2026-10-27
Mattern Wealth Management LLC
UNCHANGED
Shares1,809 from 1,809
Change0 (0%)
Value$762.5K (+$107.4K)
Filed 2026-11-04
Knuff & Co LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$758.7K (+$106.9K)
Filed 2026-11-06
Payden & Rygel
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$759.0K (+$107.0K)
Filed 2026-10-28
Gibraltar Capital Management, Inc.
INCREASED
Shares1,799 from 1,792
Change+7 (+0%)
Value$758.3K (+$109.4K)
Filed 2026-10-27
Western Financial Corp
DECREASED
Shares1,797 from 1,902
Change-105 (-6%)
Value$757.3K (+$68.6K)
Filed 2026-10-14
West Michigan Advisors, LLC
NEW
Shares1,783
Change+1,783
Value$751.6K
Filed 2026-11-09
Landmark Wealth Management, LLC
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$750.3K (+$105.7K)
Filed 2026-11-03
Arcataur Capital Management LLC
UNCHANGED
Shares1,779 from 1,779
Change0 (0%)
Value$749.9K (+$105.7K)
Filed 2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$745.2K (+$105.0K)
Filed 2026-10-27
Precedent Wealth Partners, LLC
DECREASED
Shares1,747 from 1,788
Change-41 (-2%)
Value$736.3K (+$88.9K)
Filed 2026-10-21
Left Brain Wealth Management, LLC
INCREASED
Shares1,742 from 1,614
Change+128 (+8%)
Value$734.3K (+$149.8K)
Filed 2026-10-28
Junk Investment Group, LLC
INCREASED
Shares1,740 from 1,736
Change+4 (+0%)
Value$733.6K (+$105.1K)
Filed 2026-10-19
Fruth Investment Management
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$733.0K (+$103.0K)
Filed 2026-10-13
Powers Advisory Group, LLC
INCREASED
Shares1,739 from 1,695
Change+44 (+3%)
Value$732.8K (+$118.8K)
Filed 2026-10-14
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,733 from 1,729
Change+4 (+0%)
Value$730.5K (+$104.4K)
Filed 2026-10-13
Alpha Omega Wealth Management LLC
UNCHANGED
Shares1,733 from 1,733
Change0 (0%)
Value$730.5K (+$102.9K)
Filed 2026-10-23
Acima Private Wealth, LLC
DECREASED
Shares1,725 from 1,892
Change-167 (-9%)
Value$727.1K (+$42.0K)
Filed 2026-10-05
Innova Wealth Partners
INCREASED
Shares1,723 from 1,680
Change+43 (+3%)
Value$726.3K (+$117.8K)
Filed 2026-10-21
Hopwood Financial Services, Inc.
DECREASED
Shares1,719 from 1,729
Change-10 (-1%)
Value$724.7K (+$98.5K)
Filed 2026-10-29
1900 Wealth Management LLC
INCREASED
Shares1,716 from 1,040
Change+676 (+65%)
Value$723.3K (+$346.7K)
Filed 2026-10-13
Leonteq Securities AG
DECREASED
Shares1,714 from 1,789
Change-75 (-4%)
Value$722.5K (+$74.6K)
Filed 2026-10-29
Security National Bank
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$722.0K (+$101.7K)
Filed 2026-10-26
Cromwell Holdings LLC
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$722.0K (+$101.7K)
Filed 2026-10-28
Eagle Wealth Advisors LLC
INCREASED
Shares1,711 from 1,673
Change+38 (+2%)
Value$721.2K (+$115.4K)
Filed 2026-10-20
Selective Wealth Management, Inc.
INCREASED
Shares1,710 from 1,608
Change+102 (+6%)
Value$742.4K (+$153.2K)
Filed 2026-10-16
Allen Wealth Management, LLC
DECREASED
Shares1,709 from 1,969
Change-260 (-13%)
Value$720.4K (+$7.3K)
Filed 2026-10-29
Simon Quick Advisors, LLC
INCREASED
Shares1,701 from 1,591
Change+110 (+7%)
Value$716.9K (+$140.7K)
Filed 2026-10-26
JSF Financial, LLC
INCREASED
Shares1,700 from 1,463
Change+237 (+16%)
Value$716.6K (+$186.8K)
Filed 2026-10-22
Louisbourg Investments Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$716.6K (+$101.0K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares1,699 from 1,922
Change-223 (-12%)
Value$715.9K (+$20.0K)
Filed 2026-10-20
Weaver Consulting Group
INCREASED
Shares1,696 from 1,633
Change+63 (+4%)
Value$714.7K (+$123.4K)
Filed 2026-10-07
Wakefield Asset Management Lllp
DECREASED
Shares1,693 from 2,037
Change-344 (-17%)
Value$713.6K (-$24.0K)
Filed 2026-11-05
Lyell Wealth Management, LP
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$711.5K (+$100.3K)
Filed 2026-10-30
Beaumont Asset Management, L.L.C.
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$710.9K (+$100.2K)
Filed 2026-10-16
WealthPLAN Partners, LLC
DECREASED
Shares1,680 from 2,319
Change-639 (-28%)
Value$708.1K (-$131.5K)
Filed 2026-10-15
EagleClaw Capital Managment, LLC
DECREASED
Shares1,675 from 2,100
Change-425 (-20%)
Value$706.0K (-$54.4K)
Filed 2026-11-06
Cutler Investment Counsel LLC
UNCHANGED
Shares1,671 from 1,671
Change0 (0%)
Value$704.3K (+$99.2K)
Filed 2026-10-28
Taylor Securities Services, Inc.
INCREASED
Shares1,669 from 1,562
Change+107 (+7%)
Value$703.5K (+$137.7K)
Filed 2026-10-20
Auxano Advisors, LLC
INCREASED
Shares1,668 from 1,666
Change+2 (+0%)
Value$703.1K (+$99.8K)
Filed 2026-11-06
Verus Capital Partners, LLC
INCREASED
Shares1,663 from 1,263
Change+400 (+32%)
Value$701.1K (+$243.7K)
Filed 2026-11-03
Altus Wealth Group LLC
DECREASED
Shares1,660 from 1,666
Change-6 (0%)
Value$699.5K (+$96.4K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares1,656 from 1,644
Change+12 (+1%)
Value$698.0K (+$102.7K)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares1,652 from 1,390
Change+262 (+19%)
Value$696.4K (+$193.0K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$694.6K (+$97.9K)
Filed 2026-11-06
Income Insurance Ltd
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$694.6K (+$97.9K)
Filed 2026-10-21
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,644 from 1,644
Change0 (0%)
Value$693.0K (+$97.6K)
Filed 2026-10-09
Blue Trust, Inc.
DECREASED
Shares1,643 from 1,907
Change-264 (-14%)
Value$692.6K (+$2.1K)
Filed 2026-10-15
Root Financial Partners, LLC
DECREASED
Shares1,643 from 1,733
Change-90 (-5%)
Value$692.5K (+$65.0K)
Filed 2026-10-21
Mirador Capital Partners LP
INCREASED
Shares1,642 from 1,410
Change+232 (+16%)
Value$692.0K (+$181.4K)
Filed 2026-10-09
LexAurum Advisors, LLC
DECREASED
Shares1,637 from 1,695
Change-58 (-3%)
Value$690.1K (+$76.2K)
Filed 2026-10-19
Zega Investments, LLC
NEW
Shares1,633
Change+1,633
Value$688.3K
Filed 2026-11-04
Certified Advisory Corp
DECREASED
Shares1,621 from 1,762
Change-141 (-8%)
Value$683.3K (+$45.4K)
Filed 2026-10-29
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares1,620 from 2,365
Change-745 (-31%)
Value$682.8K (-$173.6K)
Filed 2026-10-26
Curated Wealth Partners LLC
INCREASED
Shares1,618 from 840
Change+778 (+93%)
Value$682.0K (+$377.8K)
Filed 2026-10-15
Alchemi Wealth, LLC
DECREASED
Shares1,614 from 1,672
Change-58 (-3%)
Value$681.0K (+$75.4K)
Filed 2026-11-04
Heritage Wealth Advisors
UNCHANGED
Shares1,607 from 1,607
Change0 (0%)
Value$677.4K (+$95.4K)
Filed 2026-11-09
Avior Wealth Management, LLC
DECREASED
Shares1,606 from 2,063
Change-457 (-22%)
Value$676.8K (-$70.4K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
DECREASED
Shares1,606 from 1,875
Change-269 (-14%)
Value$677.0K (-$1.9K)
Filed 2026-10-26
Delta Investment Management, LLC
INCREASED
Shares1,604 from 1,603
Change+1 (+0%)
Value$676.0K (+$95.5K)
Filed 2026-11-09
Code Waechter LLC
DECREASED
Shares1,602 from 1,786
Change-184 (-10%)
Value$675.2K (+$28.5K)
Filed 2026-10-23
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,601 from 500
Change+1,101 (+220%)
Value$675.0K (+$494.0K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares1,601 from 1,429
Change+172 (+12%)
Value$674.8K (+$157.4K)
Filed 2026-11-03
Darden Wealth Group Inc
INCREASED
Shares1,600 from 1,521
Change+79 (+5%)
Value$674.4K (+$123.6K)
Filed 2026-11-06
Kaydan Wealth Management, Inc.
DECREASED
Shares1,599 from 1,616
Change-17 (-1%)
Value$674.0K (+$88.8K)
Filed 2026-10-08
Caldwell Sutter Capital, Inc.
DECREASED
Shares1,594 from 1,636
Change-42 (-3%)
Value$671.8K (+$79.5K)
Filed 2026-11-09
BXM Wealth LLC
UNCHANGED
Shares1,594 from 1,594
Change0 (0%)
Value$671.9K (+$94.7K)
Filed 2026-11-03
Sunburst Financial Group, LLC
INCREASED
Shares1,593 from 1,586
Change+7 (+0%)
Value$671.5K (+$97.1K)
Filed 2026-10-09
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,589 from 1,494
Change+95 (+6%)
Value$669.6K (+$128.5K)
Filed 2026-11-02
Merrion Investment Management Co, LLC
INCREASED
Shares1,583 from 1,483
Change+100 (+7%)
Value$667.3K (+$130.2K)
Filed 2026-10-16
Progressive Investment Management Corp
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$666.0K (+$93.8K)
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$663.9K (+$93.5K)
Filed 2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED
Shares1,572 from 1,494
Change+78 (+5%)
Value$662.7K (+$121.9K)
Filed 2026-10-21
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$662.6K (+$93.4K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$639.8K (+$72.2K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares1,569 from 1,570
Change-1 (0%)
Value$661.3K (+$92.8K)
Filed 2026-10-19
Hofer & Associates. Inc
DECREASED
Shares1,567 from 27,480
Change-25,913 (-94%)
Value$660.5K (-$9.3M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$660.5K (+$93.1K)
Filed 2026-10-14
Argus Investors' Counsel, Inc.
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$660.5K (+$93.1K)
Filed 2026-10-09
Clark Financial Services Group Inc
INCREASED
Shares1,561 from 1,327
Change+234 (+18%)
Value$658.0K (+$177.4K)
Filed 2026-10-19
Point Windward Advisors Inc.
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$657.6K (+$92.6K)
Filed 2026-11-06
KW Wealth Management LLC
NEW
Shares1,551
Change+1,551
Value$654.1K
Filed 2026-10-28
Summit Financial Strategies, Inc.
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$653.8K (+$92.1K)
Filed 2026-10-14
MBL Wealth, LLC
INCREASED
Shares1,550 from 1,479
Change+71 (+5%)
Value$653.3K (+$117.8K)
Filed 2026-10-22
Burling Wealth Partners, LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$649.5K (+$91.5K)
Filed 2026-11-09
Key FInancial Inc
INCREASED
Shares1,536 from 1,527
Change+9 (+1%)
Value$647.4K (+$94.5K)
Filed 2026-11-02
Center For Asset Management LLC
INCREASED
Shares1,533 from 1,493
Change+40 (+3%)
Value$646.5K (+$105.6K)
Filed 2026-10-16
Iams Wealth Management, LLC
DECREASED
Shares1,532 from 1,787
Change-255 (-14%)
Value$646.1K (-$1.5K)
Filed 2026-10-15
IVC Wealth Advisors LLC
DECREASED
Shares1,532 from 1,547
Change-15 (-1%)
Value$645.9K (+$85.7K)
Filed 2026-10-23
Archford Capital Strategies, LLC
INCREASED
Shares1,523 from 1,038
Change+485 (+47%)
Value$642.0K (+$266.1K)
Filed 2026-10-19
Drive Wealth Management, LLC
DECREASED
Shares1,522 from 1,537
Change-15 (-1%)
Value$641.7K (+$85.5K)
Filed 2026-11-09
Consolidated Capital Management, LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$638.6K (+$90.0K)
Filed 2026-10-13
Foguth Wealth Management, Llc.
INCREASED
Shares1,514 from 1,413
Change+101 (+7%)
Value$654.7K (+$140.2K)
Filed 2026-10-19
Groesbeck Investment Management Corp
DECREASED
Shares1,510 from 1,545
Change-35 (-2%)
Value$636.0K (+$77.0K)
Filed 2026-10-26
Seneca Financial Advisors LLC
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$634.4K (+$89.4K)
Filed 2026-10-28
Financial Management Professionals, Inc.
DECREASED
Shares1,504 from 1,624
Change-120 (-7%)
Value$634.1K (+$46.0K)
Filed 2026-10-23
Renaissance Investment Group LLC
DECREASED
Shares1,504 from 1,534
Change-30 (-2%)
Value$634.0K (+$78.5K)
Filed 2026-10-28
Diligent Investors, LLC
DECREASED
Shares1,502 from 1,776
Change-274 (-15%)
Value$633.2K (-$10.0K)
Filed 2026-10-21
Burke & Herbert Bank & Trust Co
DECREASED
Shares1,500 from 1,593
Change-93 (-6%)
Value$632.3K (+$55.4K)
Filed 2026-11-02
Bank of Stockton
INCREASED
Shares1,499 from 1,358
Change+141 (+10%)
Value$631.8K (+$140.1K)
Filed 2026-10-20
Inscription Capital, LLC
DECREASED
Shares1,492 from 1,749
Change-257 (-15%)
Value$628.7K (-$4.7K)
Filed 2026-11-02
Gemmer Asset Management LLC
INCREASED
Shares1,492 from 1,405
Change+87 (+6%)
Value$628.9K (+$120.1K)
Filed 2026-10-16
Centennial Bank
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$628.9K (+$88.6K)
Filed 2026-11-09
Everest Financial Group LLC
INCREASED
Shares1,491 from 1,440
Change+51 (+4%)
Value$628.5K (+$107.1K)
Filed 2026-11-06
Perryman Financial Advisory Inc
DECREASED
Shares1,490 from 1,515
Change-25 (-2%)
Value$628.1K (+$79.6K)
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares1,486 from 1,327
Change+159 (+12%)
Value$644.9K (+$164.2K)
Filed 2026-10-16
San Luis Wealth Advisors LLC
INCREASED
Shares1,485 from 1,420
Change+65 (+5%)
Value$625.8K (+$111.6K)
Filed 2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,485 from 1,484
Change+1 (+0%)
Value$625.9K (+$88.6K)
Filed 2026-10-05
Bernardo Wealth Planning LLC
INCREASED
Shares1,484 from 704
Change+780 (+111%)
Value$625.8K (+$370.7K)
Filed 2026-10-23
CWS Financial Advisors, LLC
DECREASED
Shares1,484 from 1,490
Change-6 (0%)
Value$625.7K (+$86.0K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
DECREASED
Shares1,482 from 1,815
Change-333 (-18%)
Value$624.9K (-$32.2K)
Filed 2026-11-04
Lincoln Capital Corp
INCREASED
Shares1,480 from 1,376
Change+104 (+8%)
Value$623.9K (+$125.6K)
Filed 2026-10-13
Markowski Investments
INCREASED
Shares1,478 from 1,471
Change+7 (+0%)
Value$622.8K (+$90.2K)
Filed 2026-10-30
Semus Wealth Partners LLC
INCREASED
Shares1,475 from 1,466
Change+9 (+1%)
Value$621.6K (+$90.6K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
INCREASED
Shares1,474 from 1,419
Change+55 (+4%)
Value$621.3K (+$107.5K)
Filed 2026-10-05
Midland Wealth Advisors, LLC
DECREASED
Shares1,473 from 1,934
Change-461 (-24%)
Value$620.9K (-$79.5K)
Filed 2026-10-26
Bingham Private Wealth, LLC
DECREASED
Shares1,470 from 1,486
Change-16 (-1%)
Value$619.6K (+$81.7K)
Filed 2026-11-05
First Interstate Bank
INCREASED
Shares1,461 from 1,447
Change+14 (+1%)
Value$615.8K (+$91.8K)
Filed 2026-10-23
Vigilare Wealth Management
DECREASED
Shares1,460 from 1,521
Change-61 (-4%)
Value$615.4K (+$64.7K)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
DECREASED
Shares1,460 from 1,463
Change-3 (0%)
Value$615.4K (+$85.6K)
Filed 2026-10-14
AA Financial Advisors, LLC
DECREASED
Shares1,458 from 1,847
Change-389 (-21%)
Value$614.6K (-$54.3K)
Filed 2026-10-19
United Community Bank
INCREASED
Shares1,453 from 1,338
Change+115 (+9%)
Value$612.5K (+$127.9K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,452 from 1,561
Change-109 (-7%)
Value$612.2K (+$47.1K)
Filed 2026-10-14
Allen Capital Group, LLC
INCREASED
Shares1,445 from 1,428
Change+17 (+1%)
Value$609.1K (+$92.0K)
Filed 2026-10-27
MRA Advisory Group
DECREASED
Shares1,441 from 4,256
Change-2,815 (-66%)
Value$607.5K (-$933.8K)
Filed 2026-10-07
Builder Investment Group Inc
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$607.0K (+$85.5K)
Filed 2026-10-22
Hidden Cove Wealth Management, LLC
INCREASED
Shares1,437 from 1,369
Change+68 (+5%)
Value$605.6K (+$109.6K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares1,429 from 1,375
Change+54 (+4%)
Value$602.3K (+$104.5K)
Filed 2026-10-21
Plan A Wealth LLC
INCREASED
Shares1,429 from 1,415
Change+14 (+1%)
Value$602.5K (+$90.0K)
Filed 2026-10-08
First Command Advisory Services, Inc.
DECREASED
Shares1,425 from 2,303
Change-878 (-38%)
Value$600.7K (-$233.3K)
Filed 2026-11-05
Private Management Group Inc
DECREASED
Shares1,422 from 1,456
Change-34 (-2%)
Value$599.4K (+$72.1K)
Filed 2026-11-04
Evanson Financial, LLC
DECREASED
Shares1,420 from 1,554
Change-134 (-9%)
Value$598.4K (+$35.8K)
Filed 2026-10-23
Walker Asset Management, LLC
INCREASED
Shares1,420 from 1,411
Change+9 (+1%)
Value$598.6K (+$87.7K)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares1,417 from 1,389
Change+28 (+2%)
Value$597.5K (+$94.5K)
Filed 2026-10-08
Benin Management Corp
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$596.9K (+$84.1K)
Filed 2026-10-22
Trilogy Capital Inc.
INCREASED
Shares1,409 from 833
Change+576 (+69%)
Value$593.9K (+$292.3K)
Filed 2026-10-20
Yoffe Investment Management, LLC
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$592.4K (+$83.5K)
Filed 2026-11-02
Staley Capital Advisers Inc
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$592.2K (+$83.4K)
Filed 2026-11-06
Southland Equity Partners LLC
DECREASED
Shares1,403 from 1,418
Change-15 (-1%)
Value$591.3K (+$77.7K)
Filed 2026-10-14
Ramiah Investment Group
DECREASED
Shares1,402 from 1,454
Change-52 (-4%)
Value$591.0K (+$64.4K)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
DECREASED
Shares1,398 from 1,691
Change-293 (-17%)
Value$589.3K (-$23.0K)
Filed 2026-10-30
DB&C Advisors, LLC
INCREASED
Shares1,395 from 1,394
Change+1 (+0%)
Value$588.0K (+$83.3K)
Filed 2026-10-26
Nadler Financial Group, Inc.
INCREASED
Shares1,394 from 1,389
Change+5 (+0%)
Value$587.4K (+$84.3K)
Filed 2026-10-23
Grace & White Inc
NEW
Shares1,392
Change+1,392
Value$586.7K
Filed 2026-10-23
GenWealth Group, Inc.
DECREASED
Shares1,391 from 1,425
Change-34 (-2%)
Value$586.3K (+$70.3K)
Filed 2026-10-16
Legacy Edge Advisors, LLC
DECREASED
Shares1,390 from 1,434
Change-44 (-3%)
Value$585.9K (+$66.6K)
Filed 2026-11-06
Kaizen Financial Strategies
DECREASED
Shares1,390 from 1,393
Change-3 (0%)
Value$585.9K (+$82.4K)
Filed 2026-10-09
Winthrop Advisory Group LLC
INCREASED
Shares1,388 from 1,052
Change+336 (+32%)
Value$584.9K (+$204.0K)
Filed 2026-10-22
Landaas & Co
INCREASED
Shares1,388 from 1,372
Change+16 (+1%)
Value$585.2K (+$88.3K)
Filed 2026-10-29
Opal Wealth Advisors, LLC
DECREASED
Shares1,387 from 1,394
Change-7 (0%)
Value$584.6K (+$79.8K)
Filed 2026-10-16
Wealth Architects, LLC
DECREASED
Shares1,387 from 1,389
Change-2 (0%)
Value$584.7K (+$81.7K)
Filed 2026-11-03
Traphagen Investment Advisors LLC
INCREASED
Shares1,386 from 1,367
Change+19 (+1%)
Value$584.2K (+$89.3K)
Filed 2026-10-14
Cache Advisors, LLC
NEW
Shares1,384
Change+1,384
Value$583.4K
Filed 2026-10-16
Hutchinson Capital Management
INCREASED
Shares1,381 from 1,371
Change+10 (+1%)
Value$582.0K (+$85.6K)
Filed 2026-11-09
Verum Partners LLC
INCREASED
Shares1,377 from 1,290
Change+87 (+7%)
Value$580.2K (+$112.9K)
Filed 2026-10-21
Victrix Investment Advisors
INCREASED
Shares1,375 from 1,322
Change+53 (+4%)
Value$579.6K (+$100.9K)
Filed 2026-10-13
Arlington Trust Co LLC
INCREASED
Shares1,374 from 254
Change+1,120 (+441%)
Value$579.2K (+$487.2K)
Filed 2026-10-20
Mystic Asset Management, Inc.
INCREASED
Shares1,373 from 1,284
Change+89 (+7%)
Value$578.7K (+$113.8K)
Filed 2026-10-15
Gerber, LLC
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$575.2K (+$81.0K)
Filed 2026-10-21
Alessandra Capital Management, LLC
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$575.4K (+$81.1K)
Filed 2026-10-30
Barry Investment Advisors, LLC
INCREASED
Shares1,362 from 1,360
Change+2 (+0%)
Value$574.1K (+$81.6K)
Filed 2026-10-14
Ejmk Ventures LLC
DECREASED
Shares1,360 from 1,587
Change-227 (-14%)
Value$573.1K (-$1.8K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
INCREASED
Shares1,360 from 1,283
Change+77 (+6%)
Value$573.5K (+$108.7K)
Filed 2026-10-29
Holland Advisory Services, Inc.
INCREASED
Shares1,360 from 1,354
Change+6 (+0%)
Value$573.1K (+$82.6K)
Filed 2026-10-26
Lakeside Advisors, Inc.
INCREASED
Shares1,348 from 1,346
Change+2 (+0%)
Value$568.3K (+$81.0K)
Filed 2026-10-20
Dixon Fnancial Services, Inc.
UNCHANGED
Shares1,346 from 1,346
Change0 (0%)
Value$567.4K (+$79.9K)
Filed 2026-10-23
Avail Investment Partners, LLC
INCREASED
Shares1,343 from 1,302
Change+41 (+3%)
Value$566.0K (+$94.6K)
Filed 2026-10-16
Center for Financial Planning, Inc.
DECREASED
Shares1,342 from 1,349
Change-7 (-1%)
Value$565.9K (+$77.2K)
Filed 2026-10-26
Enterprise Financial Services Corp
INCREASED
Shares1,338 from 1,281
Change+57 (+4%)
Value$564.0K (+$100.1K)
Filed 2026-11-03
Davidson Trust Co
DECREASED
Shares1,338 from 1,361
Change-23 (-2%)
Value$564.0K (+$71.1K)
Filed 2026-10-09
Tandem Investment Partners LLC
DECREASED
Shares1,337 from 1,348
Change-11 (-1%)
Value$563.6K (+$75.4K)
Filed 2026-10-16
Argentarii, LLC
INCREASED
Shares1,335 from 1,332
Change+3 (+0%)
Value$562.7K (+$10.9K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,327 from 1,331
Change-4 (0%)
Value$559.3K (+$77.4K)
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares1,325 from 1,172
Change+153 (+13%)
Value$558.5K (+$134.1K)
Filed 2026-10-14
Bridgewealth Advisory Group, LLC
INCREASED
Shares1,324 from 1,321
Change+3 (+0%)
Value$558.3K (+$79.9K)
Filed 2026-11-09
Snider Financial Group
NEW
Shares1,320
Change+1,320
Value$556.4K
Filed 2026-10-16
Nixon Peabody Trust Co
DECREASED
Shares1,315 from 1,381
Change-66 (-5%)
Value$554.3K (+$54.2K)
Filed 2026-10-23
Yankcom Partnership
DECREASED
Shares1,309 from 1,341
Change-32 (-2%)
Value$551.8K (+$66.2K)
Filed 2026-10-15
Capital Asset Advisory Services LLC
DECREASED
Shares1,302 from 1,448
Change-146 (-10%)
Value$582.5K (+$58.0K)
Filed 2026-10-30
Horizon Wealth Management, LLC
INCREASED
Shares1,299 from 1,294
Change+5 (+0%)
Value$547.6K (+$79.0K)
Filed 2026-11-02
Acropolis Investment Management, LLC
DECREASED
Shares1,298 from 1,487
Change-189 (-13%)
Value$547.2K (+$8.9K)
Filed 2026-10-08
Tritonpoint Wealth, LLC
INCREASED
Shares1,294 from 1,266
Change+28 (+2%)
Value$545.4K (+$87.0K)
Filed 2026-10-19
Swiss RE LTD
INCREASED
Shares1,289 from 784
Change+505 (+64%)
Value$543.3K (+$259.4K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares1,288 from 786
Change+502 (+64%)
Value$542.9K (+$258.3K)
Filed 2026-11-05
Alpine Bank Wealth Management
INCREASED
Shares1,286 from 1,156
Change+130 (+11%)
Value$542.1K (+$123.5K)
Filed 2026-10-16
Investment Partners, Ltd.
INCREASED
Shares1,279 from 734
Change+545 (+74%)
Value$538.9K (+$273.0K)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$538.7K (+$75.9K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares1,276 from 640
Change+636 (+99%)
Value$538.2K (+$306.3K)
Filed 2026-10-19
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$537.4K (+$75.7K)
Filed 2026-10-28
Bank of New Hampshire
DECREASED
Shares1,272 from 1,335
Change-63 (-5%)
Value$536.2K (+$52.7K)
Filed 2026-10-06
Ifrah Financial Services, Inc.
DECREASED
Shares1,270 from 1,294
Change-24 (-2%)
Value$535.3K (+$66.6K)
Filed 2026-10-13
Eagle Bay Advisors LLC
INCREASED
Shares1,267 from 1,233
Change+34 (+3%)
Value$534.2K (+$87.6K)
Filed 2026-10-16
Briaud Financial Planning Inc
DECREASED
Shares1,264 from 1,270
Change-6 (0%)
Value$532.8K (+$72.9K)
Filed 2026-10-20
Invested Advisors
DECREASED
Shares1,262 from 1,294
Change-32 (-2%)
Value$531.9K (+$63.4K)
Filed 2026-10-23
Elm3 Financial Group, LLC
NEW
Shares1,259
Change+1,259
Value$530.7K
Filed 2026-10-07
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,259 from 1,258
Change+1 (+0%)
Value$530.8K (+$75.1K)
Filed 2026-10-15
Abacus Wealth Partners, LLC
INCREASED
Shares1,258 from 1,112
Change+146 (+13%)
Value$530.3K (+$127.6K)
Filed 2026-11-03
Beacon Financial Advisory LLC
DECREASED
Shares1,257 from 1,274
Change-17 (-1%)
Value$529.8K (+$68.5K)
Filed 2026-10-16
Silvant Capital Management LLC
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$524.8K (+$73.9K)
Filed 2026-11-09
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares1,243 from 1,280
Change-37 (-3%)
Value$523.9K (+$60.4K)
Filed 2026-10-07
Anchor Capital Advisors LLC
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$520.6K (+$73.3K)
Filed 2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares1,229 from 772
Change+457 (+59%)
Value$518.2K (+$238.5K)
Filed 2026-10-14
DT Investment Partners, LLC
INCREASED
Shares1,226 from 1,181
Change+45 (+4%)
Value$516.8K (+$89.1K)
Filed 2026-10-27
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$516.7K (+$72.8K)
Filed 2026-10-19
Harbour Capital Advisors, LLC
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$514.7K (+$71.0K)
Filed 2026-10-13
Flywheel Private Wealth LLC
DECREASED
Shares1,220 from 1,245
Change-25 (-2%)
Value$514.2K (+$63.4K)
Filed 2026-11-02
May Hill Capital, LLC
INCREASED
Shares1,219 from 1,092
Change+127 (+12%)
Value$514.0K (+$118.4K)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares1,214 from 1,215
Change-1 (0%)
Value$511.8K (+$71.7K)
Filed 2026-10-23
Old Port Advisors
INCREASED
Shares1,213 from 1,181
Change+32 (+3%)
Value$511.3K (+$83.6K)
Filed 2026-10-23
Philadelphia Investment Partners, LLC
UNCHANGED
Shares1,208 from 1,208
Change0 (0%)
Value$504.8K ($0)
Filed 2026-11-09
West Paces Advisors Inc.
INCREASED
Shares1,207 from 1,126
Change+81 (+7%)
Value$508.8K (+$101.0K)
Filed 2026-10-13
Lantz Financial LLC
DECREASED
Shares1,206 from 1,933
Change-727 (-38%)
Value$508.2K (-$191.6K)
Filed 2026-10-15
Rice Partnership, LLC
INCREASED
Shares1,205 from 1,155
Change+50 (+4%)
Value$508.0K (+$89.7K)
Filed 2026-11-09
Blossom Wealth Management
INCREASED
Shares1,203 from 1,181
Change+22 (+2%)
Value$507.1K (+$79.4K)
Filed 2026-11-03
Hollow Brook Wealth Management LLC
UNCHANGED
Shares1,202 from 1,202
Change0 (0%)
Value$506.7K (+$71.4K)
Filed 2026-10-29
Magnus Financial Group LLC
DECREASED
Shares1,201 from 1,429
Change-228 (-16%)
Value$506.3K (-$11.4K)
Filed 2026-10-21
Thomas Story & SON LLC
DECREASED
Shares1,200 from 1,300
Change-100 (-8%)
Value$505.8K (+$35.1K)
Filed 2026-10-13
Old Mission Investment Co LLC
DECREASED
Shares1,198 from 1,385
Change-187 (-13%)
Value$505.0K (+$3.4K)
Filed 2026-10-22
Jackson Square Capital, LLC
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$503.7K (+$71.0K)
Filed 2026-10-19
Dudley Capital Management, LLC
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$503.7K (+$71.0K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,191 from 1,184
Change+7 (+1%)
Value$502.2K (+$73.3K)
Filed 2026-10-30
Mcrae Capital Management Inc
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$499.9K (+$70.4K)
Filed 2026-10-15
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$499.6K (+$70.4K)
Filed 2026-10-09
Successful Portfolios LLC
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$477.0K (+$46.5K)
Filed 2026-10-09
King Wealth Management Group
INCREASED
Shares1,181 from 1,179
Change+2 (+0%)
Value$498.0K (+$71.0K)
Filed 2026-11-09
CLG LLC
INCREASED
Shares1,180 from 1,173
Change+7 (+1%)
Value$497.5K (+$72.8K)
Filed 2026-10-13
Rockline Wealth Management, LLC
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$496.5K (+$70.0K)
Filed 2026-10-26
N10 Wealth, LLC
INCREASED
Shares1,177 from 724
Change+453 (+63%)
Value$496.1K (+$233.9K)
Filed 2026-10-14
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares1,173 from 1,153
Change+20 (+2%)
Value$494.4K (+$76.9K)
Filed 2026-10-29
Wharton Business Group, LLC
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$494.3K (+$69.7K)
Filed 2026-11-09
Kassira Wealth Management LLC
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$492.3K (+$69.4K)
Filed 2026-10-28
Southern Capital Advisors, LLC
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$492.3K (+$69.4K)
Filed 2026-10-26
First Community Trust NA
INCREASED
Shares1,167 from 937
Change+230 (+25%)
Value$491.9K (+$152.6K)
Filed 2026-10-07
Nicholas Hoffman & Company, Llc.
INCREASED
Shares1,167 from 1,113
Change+54 (+5%)
Value$491.8K (+$88.9K)
Filed 2026-10-30
Hardy Reed LLC
INCREASED
Shares1,167 from 1,129
Change+38 (+3%)
Value$491.9K (+$83.1K)
Filed 2026-11-06
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,162 from 1,158
Change+4 (+0%)
Value$489.9K (+$70.5K)
Filed 2026-10-22
Wolff Financial Management LLC
UNCHANGED
Shares1,162 from 1,162
Change0 (0%)
Value$489.8K (+$69.0K)
Filed 2026-10-23
Capitol Family Office, Inc.
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$489.0K (+$68.9K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
INCREASED
Shares1,159 from 1,155
Change+4 (+0%)
Value$488.4K (+$70.1K)
Filed 2026-10-20
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,151 from 1,136
Change+15 (+1%)
Value$485.3K (+$73.8K)
Filed 2026-10-19
Trust Co of Kansas
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$485.0K (+$69.0K)
Filed 2026-11-06
55 North Private Wealth, LLC
INCREASED
Shares1,147 from 957
Change+190 (+20%)
Value$483.5K (+$136.9K)
Filed 2026-10-20
JAG Capital Management, LLC
INCREASED
Shares1,147 from 1,144
Change+3 (+0%)
Value$483.7K (+$69.3K)
Filed 2026-11-06
C2c Wealth Management, LLC
DECREASED
Shares1,145 from 1,245
Change-100 (-8%)
Value$482.6K (+$31.8K)
Filed 2026-10-20
Consilium Wealth Advisory, LLC
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$482.6K (+$68.0K)
Filed 2026-10-14
Welch Group, LLC
DECREASED
Shares1,144 from 1,183
Change-39 (-3%)
Value$482.1K (+$53.6K)
Filed 2026-10-29
Union Savings Bank
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$482.2K (+$68.0K)
Filed 2026-10-14
Eagle Global Advisors LLC
DECREASED
Shares1,140 from 1,640
Change-500 (-30%)
Value$480.5K (-$113.4K)
Filed 2026-11-02
Essex LLC
UNCHANGED
Shares1,137 from 1,137
Change0 (0%)
Value$479.1K (+$67.5K)
Filed 2026-10-14
QTR Family Wealth, LLC
INCREASED
Shares1,131 from 1,100
Change+31 (+3%)
Value$476.5K (+$78.1K)
Filed 2026-11-02
W.H. Cornerstone Investments Inc.
INCREASED
Shares1,127 from 1,121
Change+6 (+1%)
Value$474.9K (+$69.1K)
Filed 2026-11-03
Cadent Capital Advisors, LLC
INCREASED
Shares1,124 from 1,117
Change+7 (+1%)
Value$473.9K (+$69.4K)
Filed 2026-10-09
Syntegra Private Wealth Group, LLC
DECREASED
Shares1,120 from 1,121
Change-1 (0%)
Value$472.1K (+$66.2K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
INCREASED
Shares1,118 from 1,087
Change+31 (+3%)
Value$471.2K (+$77.6K)
Filed 2026-11-06
Kelman-Lazarov, Inc.
DECREASED
Shares1,114 from 1,196
Change-82 (-7%)
Value$469.6K (+$36.5K)
Filed 2026-11-09
White Pine Capital LLC
DECREASED
Shares1,114 from 1,134
Change-20 (-2%)
Value$469.6K (+$58.9K)
Filed 2026-11-09
Gilliland Jeter Wealth Management LLC
DECREASED
Shares1,114 from 1,118
Change-4 (0%)
Value$469.5K (+$64.5K)
Filed 2026-10-28
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$469.6K (+$66.2K)
Filed 2026-10-09
FSM Wealth Advisors, LLC
DECREASED
Shares1,106 from 2,158
Change-1,052 (-49%)
Value$450.6K (-$331.0K)
Filed 2026-10-27
Beacon Bank & Trust
INCREASED
Shares1,106 from 1,040
Change+66 (+6%)
Value$466.2K (+$89.6K)
Filed 2026-10-27
Waystone Advisors LLC
DECREASED
Shares1,106 from 1,113
Change-7 (-1%)
Value$400.5K (-$2.5K)
Filed 2026-10-16
Conservest Capital Advisors, Inc.
INCREASED
Shares1,103 from 1,083
Change+20 (+2%)
Value$465.1K (+$72.8K)
Filed 2026-11-09
Capital Management Associates, Inc
DECREASED
Shares1,100 from 1,159
Change-59 (-5%)
Value$463.7K (+$44.0K)
Filed 2026-10-20
Rasp Wealth Solutions, LLC
INCREASED
Shares1,099 from 1,092
Change+7 (+1%)
Value$463.4K (+$67.9K)
Filed 2026-11-06
Retirement Planning Co of New England, Inc.
INCREASED
Shares1,097 from 1,089
Change+8 (+1%)
Value$462.6K (+$68.1K)
Filed 2026-10-15
First National Bank & Trust Co of Newtown
DECREASED
Shares1,096 from 1,191
Change-95 (-8%)
Value$510.7K (+$52.0K)
Filed 2026-11-09
Strategic Wealth Advisors LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$461.6K (+$461.2K)
Filed 2026-11-06
Elevatus Welath Management
INCREASED
Shares1,087 from 998
Change+89 (+9%)
Value$458.5K (+$97.2K)
Filed 2026-10-19
Beacon Capital Management, LLC
DECREASED
Shares1,081 from 1,134
Change-53 (-5%)
Value$455.5K (+$44.9K)
Filed 2026-10-23
Third View Private Wealth, LLC
DECREASED
Shares1,078 from 1,180
Change-102 (-9%)
Value$454.4K (+$27.1K)
Filed 2026-10-30
Smith Thornton Advisors LLC
DECREASED
Shares1,076 from 1,080
Change-4 (0%)
Value$453.6K (+$64.4K)
Filed 2026-10-16
Pacific Park Financial, Inc.
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$452.7K (+$63.8K)
Filed 2026-10-13
Braeburn Wealth Management LLC
INCREASED
Shares1,073 from 993
Change+80 (+8%)
Value$452.3K (+$92.7K)
Filed 2026-10-15
Crown Wealth Group, LLC
INCREASED
Shares1,072 from 1,035
Change+37 (+4%)
Value$451.9K (+$77.1K)
Filed 2026-10-19
Tidemark, LLC
INCREASED
Shares1,070 from 58
Change+1,012 (+1745%)
Value$451.1K (+$430.0K)
Filed 2026-11-09
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,068 from 1,035
Change+33 (+3%)
Value$450.1K (+$75.4K)
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
INCREASED
Shares1,066 from 1,026
Change+40 (+4%)
Value$449.3K (+$77.8K)
Filed 2026-10-13
Petredis Investment Advisors LLC
INCREASED
Shares1,066 from 1,040
Change+26 (+3%)
Value$449.3K (+$72.7K)
Filed 2026-10-20
Advus Financial Partners, LLC
DECREASED
Shares1,065 from 1,420
Change-355 (-25%)
Value$449.1K (-$65.2K)
Filed 2026-10-20
Zullo Investment Group, Inc.
DECREASED
Shares1,062 from 1,105
Change-43 (-4%)
Value$448.0K (+$47.7K)
Filed 2026-10-20
Worthington Financial Partners, LLC
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$446.4K (+$62.9K)
Filed 2026-10-13
Traynor Capital Management, Inc.
INCREASED
Shares1,058 from 960
Change+98 (+10%)
Value$446.0K (+$98.3K)
Filed 2026-10-29
Prevail Innovative Wealth Advisors, LLC
NEW
Shares1,056
Change+1,056
Value$436.2K
Filed 2026-10-20
Lifestyle Asset Management, Inc.
INCREASED
Shares1,054 from 888
Change+166 (+19%)
Value$444.3K (+$122.7K)
Filed 2026-10-20
McLean Asset Management Corp
DECREASED
Shares1,053 from 1,064
Change-11 (-1%)
Value$484.6K (+$74.8K)
Filed 2026-11-06
Steinberganna Wealth Management
DECREASED
Shares1,048 from 1,054
Change-6 (-1%)
Value$441.5K (+$60.0K)
Filed 2026-10-23
Spartan Planning & Wealth Management
INCREASED
Shares1,047 from 977
Change+70 (+7%)
Value$441.5K (+$87.7K)
Filed 2026-10-13
Freedom Day Solutions, LLC
INCREASED
Shares1,047 from 980
Change+67 (+7%)
Value$441.4K (+$86.5K)
Filed 2026-10-20
Hamilton Capital, LLC
DECREASED
Shares1,046 from 1,051
Change-5 (0%)
Value$440.8K (+$60.2K)
Filed 2026-10-08
Vista Capital Partners, Inc.
INCREASED
Shares1,043 from 1,022
Change+21 (+2%)
Value$439.6K (+$69.5K)
Filed 2026-11-06
Denver PWM, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$439.1K (+$6.6K)
Filed 2026-10-22
Planned Solutions, Inc.
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$438.8K (+$61.8K)
Filed 2026-10-19
Trust Co of the South
DECREASED
Shares1,040 from 1,065
Change-25 (-2%)
Value$438.4K (+$52.7K)
Filed 2026-10-21
WBH Advisory Inc
DECREASED
Shares1,036 from 1,702
Change-666 (-39%)
Value$436.7K (-$179.6K)
Filed 2026-11-05
Brian LOW Financial Group, LLC
INCREASED
Shares1,035 from 1,029
Change+6 (+1%)
Value$436.4K (+$63.9K)
Filed 2026-10-28
Post Resch Tallon Group Inc.
DECREASED
Shares1,034 from 1,044
Change-10 (-1%)
Value$435.8K (+$57.8K)
Filed 2026-10-09
StoryOne LLC
NEW
Shares1,028
Change+1,028
Value$433.3K
Filed 2026-10-13
Reyes Financial Architecture, Inc.
DECREASED
Shares1,028 from 1,155
Change-127 (-11%)
Value$433.3K (+$15.1K)
Filed 2026-10-22
BankChampaign, National Association
DECREASED
Shares1,028 from 1,053
Change-25 (-2%)
Value$433.3K (+$52.0K)
Filed 2026-10-19
Prodigy Asset Management LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$433.3K (+$61.1K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares1,027 from 1,022
Change+5 (+0%)
Value$432.9K (+$62.8K)
Filed 2026-11-03
Marion Wealth Management
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$432.0K (+$60.9K)
Filed 2026-10-22
Wall Street Financial Group, Inc.
INCREASED
Shares1,024 from 993
Change+31 (+3%)
Value$431.5K (+$71.9K)
Filed 2026-11-09
Signature Equity Partners, LLC
INCREASED
Shares1,018 from 965
Change+53 (+5%)
Value$429.2K (+$79.7K)
Filed 2026-10-29
RMR Wealth Builders
INCREASED
Shares1,012 from 927
Change+85 (+9%)
Value$426.8K (+$91.0K)
Filed 2026-10-22
Jacobsen Capital Management
INCREASED
Shares1,012 from 1,011
Change+1 (+0%)
Value$426.6K (+$60.5K)
Filed 2026-10-27
Falcon Wealth Planning
INCREASED
Shares1,008 from 942
Change+66 (+7%)
Value$425.1K (+$83.8K)
Filed 2026-11-06
Foronjy Financial LLC
DECREASED
Shares1,008 from 1,020
Change-12 (-1%)
Value$425.0K (+$55.7K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
INCREASED
Shares1,008 from 1,004
Change+4 (+0%)
Value$424.9K (+$61.3K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$423.2K (+$59.6K)
Filed 2026-10-01
Affinity Capital Advisors, LLC
INCREASED
Shares1,003 from 964
Change+39 (+4%)
Value$416.3K (+$63.2K)
Filed 2026-10-13
Warwick Investment Management, Inc.
INCREASED
Shares1,003 from 984
Change+19 (+2%)
Value$422.9K (+$66.6K)
Filed 2026-10-19
Greenwood Gearhart LLC
DECREASED
Shares1,002 from 1,041
Change-39 (-4%)
Value$422.4K (+$45.4K)
Filed 2026-11-02
West Branch Capital LLC
DECREASED
Shares1,001 from 1,167
Change-166 (-14%)
Value$421.9K (-$663)
Filed 2026-10-20
Motco
INCREASED
Shares1,000 from 825
Change+175 (+21%)
Value$421.5K (+$122.8K)
Filed 2026-11-09
Brooktree Capital Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$421.5K (+$59.4K)
Filed 2026-11-09
Cora Capital Advisors LLC
INCREASED
Shares999 from 995
Change+4 (+0%)
Value$421.1K (+$60.8K)
Filed 2026-11-02
Jeter Robert S II
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$412.0K (+$49.4K)
Filed 2026-10-16
Fort Washington Investment Advisors Inc
DECREASED
Shares995 from 91,608
Change-90,613 (-99%)
Value$419.4K (-$32.8M)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED
Shares994 from 1,022
Change-28 (-3%)
Value$419.0K (+$49.0K)
Filed 2026-10-19
SYM Financial Corp
INCREASED
Shares992 from 879
Change+113 (+13%)
Value$418.2K (+$99.8K)
Filed 2026-10-26
GEM Asset Management, LLC
INCREASED
Shares989 from 987
Change+2 (+0%)
Value$416.7K (+$59.5K)
Filed 2026-10-13
Seven Mile Advisory
DECREASED
Shares988 from 1,004
Change-16 (-2%)
Value$416.5K (+$52.9K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares985 from 3,012
Change-2,027 (-67%)
Value$415.2K (-$675.7K)
Filed 2026-10-14
Eagle Harbor Asset Management Inc
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$413.9K (+$58.3K)
Filed 2026-10-21
True North Advisors, LLC
DECREASED
Shares981 from 1,057
Change-76 (-7%)
Value$413.6K (+$30.9K)
Filed 2026-10-22
Secure Asset Management, LLC
INCREASED
Shares980 from 950
Change+30 (+3%)
Value$413.3K (+$69.2K)
Filed 2026-10-19
Strong Retirement Solutions LLC
DECREASED
Shares978 from 981
Change-3 (0%)
Value$412.2K (+$57.0K)
Filed 2026-10-07
Byrne Asset Management LLC
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$397.9K (+$44.1K)
Filed 2026-10-06
Colton Groome Financial Advisors, LLC
DECREASED
Shares970 from 4,494
Change-3,524 (-78%)
Value$408.9K (-$1.2M)
Filed 2026-10-06
Mayfair Advisory Group, LLC
DECREASED
Shares969 from 987
Change-18 (-2%)
Value$408.4K (+$37.3K)
Filed 2026-10-20
Moody National Bank Trust Division
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$408.0K (+$57.5K)
Filed 2026-10-06
Pacifica Partners Inc.
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$393.9K (+$32.2K)
Filed 2026-10-09
Trueblood Wealth Management, LLC
INCREASED
Shares963 from 902
Change+61 (+7%)
Value$405.9K (+$79.2K)
Filed 2026-10-23
Narwhal Capital Management
INCREASED
Shares962 from 959
Change+3 (+0%)
Value$405.5K (+$58.2K)
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$405.5K (+$57.1K)
Filed 2026-11-04
Smith Shellnut Wilson LLC
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$405.5K (+$57.1K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
INCREASED
Shares960 from 813
Change+147 (+18%)
Value$404.7K (+$110.2K)
Filed 2026-10-28
Lake Street Private Wealth, LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$404.7K (+$57.0K)
Filed 2026-10-22
Well Done, LLC
INCREASED
Shares959 from 937
Change+22 (+2%)
Value$404.2K (+$64.9K)
Filed 2026-10-20
LCM Capital Management Inc
DECREASED
Shares958 from 997
Change-39 (-4%)
Value$404.0K (+$42.9K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares956
Change+956
Value$402.9K
Filed 2026-10-26
Sterling Investment Counsel, LLC
INCREASED
Shares952 from 921
Change+31 (+3%)
Value$401.3K (+$67.8K)
Filed 2026-10-19
Ariadne Wealth Management, LP
INCREASED
Shares951 from 652
Change+299 (+46%)
Value$400.9K (+$164.8K)
Filed 2026-11-06
Tilia Fiduciary Partners, Inc.
DECREASED
Shares951 from 1,004
Change-53 (-5%)
Value$400.9K (+$37.2K)
Filed 2026-10-09
Park Capital Management, LLC / WI
DECREASED
Shares950 from 978
Change-28 (-3%)
Value$400.3K (+$46.3K)
Filed 2026-10-13
Diversified Management Inc
INCREASED
Shares948 from 886
Change+62 (+7%)
Value$399.6K (+$78.8K)
Filed 2026-10-08
Cape ANN Savings Bank
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$399.6K (+$56.3K)
Filed 2026-11-09
Barrett & Company, Inc.
INCREASED
Shares941 from 939
Change+2 (+0%)
Value$396.8K (+$56.9K)
Filed 2026-10-22
Rose Capital Advisors LLC
INCREASED
Shares933 from 713
Change+220 (+31%)
Value$393.4K (+$135.2K)
Filed 2026-11-04
Shum Financial Group, Inc.
INCREASED
Shares933 from 930
Change+3 (+0%)
Value$393.3K (+$56.5K)
Filed 2026-10-13
Stordahl Capital Management, Inc.
DECREASED
Shares928 from 938
Change-10 (-1%)
Value$391.2K (+$51.5K)
Filed 2026-10-22
Reflection Asset Management
INCREASED
Shares927 from 896
Change+31 (+3%)
Value$390.7K (+$66.3K)
Filed 2026-10-28
Intelligence Driven Advisers, LLC
INCREASED
Shares926 from 890
Change+36 (+4%)
Value$390.3K (+$68.1K)
Filed 2026-10-09
WealthBridge Capital Management, LLC
DECREASED
Shares925 from 939
Change-14 (-1%)
Value$390.0K (+$50.1K)
Filed 2026-10-16
Lorne Steinberg Wealth Management Inc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$389.9K (+$54.9K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$389.1K (+$54.8K)
Filed 2026-10-20
Traveka Wealth, LLC
DECREASED
Shares920 from 926
Change-6 (-1%)
Value$387.9K (+$52.5K)
Filed 2026-10-19
Keystone Financial Group, Inc.
INCREASED
Shares920 from 916
Change+4 (+0%)
Value$388.0K (+$56.2K)
Filed 2026-10-13
New Perspectives, Inc
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$387.8K (+$54.6K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares917 from 913
Change+4 (+0%)
Value$386.5K (+$55.9K)
Filed 2026-11-03
Barr E S & Co
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$386.5K (+$54.5K)
Filed 2026-11-06
American Capital Advisory, LLC
DECREASED
Shares914 from 921
Change-7 (-1%)
Value$385.3K (+$51.7K)
Filed 2026-10-28
Intergy Private Wealth, LLC
INCREASED
Shares912 from 811
Change+101 (+12%)
Value$384.4K (+$90.7K)
Filed 2026-10-16
SWS Partners
DECREASED
Shares910 from 928
Change-18 (-2%)
Value$383.7K (+$47.8K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares909 from 892
Change+17 (+2%)
Value$383.0K (+$59.8K)
Filed 2026-10-26
Great Waters Wealth Management
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$383.2K (+$54.0K)
Filed 2026-10-07
Rise Advisors, LLC
DECREASED
Shares908 from 1,169
Change-261 (-22%)
Value$382.6K (-$40.8K)
Filed 2026-10-16
Lodestar Private Asset Management LLC
DECREASED
Shares908 from 958
Change-50 (-5%)
Value$382.9K (+$35.9K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
DECREASED
Shares908 from 913
Change-5 (-1%)
Value$382.7K (+$52.1K)
Filed 2026-10-15
Middleton & Co Inc
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$381.9K (+$53.8K)
Filed 2026-10-23
James Reed Financial Services, Inc.
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$381.5K (+$53.7K)
Filed 2026-10-26
World Equity Group, Inc.
DECREASED
Shares900 from 1,472
Change-572 (-39%)
Value$379.4K (-$153.7K)
Filed 2026-10-14
ETF Store, Inc.
DECREASED
Shares900 from 902
Change-2 (0%)
Value$379.4K (+$52.7K)
Filed 2026-10-19
Salomon & Ludwin, LLC
DECREASED
Shares898 from 907
Change-9 (-1%)
Value$378.5K (+$50.8K)
Filed 2026-10-29
Purkiss Capital Advisors LLC
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$378.4K (+$53.3K)
Filed 2026-11-06
Sustainable Insight Capital Management, LLC
NEW
Shares897
Change+897
Value$378.1K
Filed 2026-11-06
SilverOak Wealth Management LLC
DECREASED
Shares897 from 903
Change-6 (-1%)
Value$378.1K (+$51.1K)
Filed 2026-10-29
Detalus Advisors, LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$378.0K (+$53.3K)
Filed 2026-10-15
Aries Wealth Management
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$377.7K (+$53.2K)
Filed 2026-10-23
Karras Company, Inc.
DECREASED
Shares895 from 933
Change-38 (-4%)
Value$377.4K (+$39.4K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED
Shares894 from 890
Change+4 (+0%)
Value$376.9K (+$54.6K)
Filed 2026-10-09
Crumly & Associates Inc.
DECREASED
Shares889 from 1,128
Change-239 (-21%)
Value$374.7K (-$33.7K)
Filed 2026-10-07
Balboa Wealth Partners
DECREASED
Shares887 from 907
Change-20 (-2%)
Value$374.1K (+$45.6K)
Filed 2026-10-20
Bath Savings Trust Co
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$373.9K (+$52.7K)
Filed 2026-10-07
Integral Investment Advisors, Inc.
DECREASED
Shares886 from 933
Change-47 (-5%)
Value$373.4K (+$35.4K)
Filed 2026-11-03
LeConte Wealth Management, LLC
INCREASED
Shares884 from 840
Change+44 (+5%)
Value$372.6K (+$68.4K)
Filed 2026-10-20
Black Diamond Financial, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$370.9K (+$52.3K)
Filed 2026-10-26
Paladin Wealth, LLC
NEW
Shares879
Change+879
Value$370.6K
Filed 2026-10-23
Gimbal Financial
DECREASED
Shares877 from 926
Change-49 (-5%)
Value$369.7K (+$34.3K)
Filed 2026-10-19
Picton Mahoney Asset Management
NEW
Shares875
Change+875
Value$368.8K
Filed 2026-11-09
Accelerate Investment Advisors LLC
DECREASED
Shares874 from 940
Change-66 (-7%)
Value$368.6K (+$28.0K)
Filed 2026-11-02
Impact Capital Partners LLC
INCREASED
Shares874 from 851
Change+23 (+3%)
Value$368.4K (+$60.2K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
INCREASED
Shares866 from 832
Change+34 (+4%)
Value$365.0K (+$63.7K)
Filed 2026-11-02
10Elms LLP
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$364.3K (+$51.3K)
Filed 2026-11-06
Gordian Advisors LLC
INCREASED
Shares862 from 859
Change+3 (+0%)
Value$363.3K (+$52.3K)
Filed 2026-10-30
Mascoma Wealth Management LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$361.8K (+$51.0K)
Filed 2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED
Shares857 from 858
Change-1 (0%)
Value$361.2K (+$50.6K)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares856 from 931
Change-75 (-8%)
Value$360.8K (+$23.7K)
Filed 2026-10-22
Shulman DeMeo Asset Management LLC
DECREASED
Shares856 from 914
Change-58 (-6%)
Value$345.0K (+$14.2K)
Filed 2026-10-09
Chaney Capital Management, Inc.
DECREASED
Shares855 from 882
Change-27 (-3%)
Value$360.4K (+$41.0K)
Filed 2026-11-09
Global Wealth Management, LLC
INCREASED
Shares855 from 852
Change+3 (+0%)
Value$360.4K (+$51.9K)
Filed 2026-10-15
Barnes Wealth Management Group, Inc
DECREASED
Shares853 from 867
Change-14 (-2%)
Value$359.5K (+$45.6K)
Filed 2026-11-09
InvesTrust
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$358.7K (+$50.5K)
Filed 2026-10-14
Financial Security Advisor, Inc.
DECREASED
Shares849 from 1,352
Change-503 (-37%)
Value$358.0K (-$131.6K)
Filed 2026-11-03
KFA Private Wealth Group, LLC
INCREASED
Shares849 from 848
Change+1 (+0%)
Value$358.3K (+$51.0K)
Filed 2026-10-07
Werba Rubin Papier Wealth Management
INCREASED
Shares846 from 800
Change+46 (+6%)
Value$356.5K (+$66.8K)
Filed 2026-11-06
TFR Capital, Llc.
INCREASED
Shares846 from 820
Change+26 (+3%)
Value$356.6K (+$59.7K)
Filed 2026-11-09
Gold Investment Management Ltd.
DECREASED
Shares843 from 945
Change-102 (-11%)
Value$355.3K (+$13.1K)
Filed 2026-10-19
BCS Wealth Management
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$355.3K (+$50.1K)
Filed 2026-11-03
William Mack & Associates, Inc.
DECREASED
Shares841 from 850
Change-9 (-1%)
Value$354.5K (+$46.7K)
Filed 2026-10-27
Rahlfs Capital, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$354.1K (+$49.9K)
Filed 2026-10-23
Wedge Capital Management L L P
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$354.1K (+$49.9K)
Filed 2026-10-13
Gilman Hill Asset Management, LLC
DECREASED
Shares839 from 846
Change-7 (-1%)
Value$353.8K (+$47.3K)
Filed 2026-10-13
Prentice Wealth Management LLC
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$352.8K (+$49.7K)
Filed 2026-10-20
Red Mountain Financial, LLC
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$352.9K (+$49.7K)
Filed 2026-11-03
Wellington Grp LLC
DECREASED
Shares836 from 1,465
Change-629 (-43%)
Value$352.4K (-$178.1K)
Filed 2026-11-06
DDD Partners, LLC
NEW
Shares835
Change+835
Value$352.1K
Filed 2026-11-02
Pettinga Financial Advisors LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$351.1K (+$49.5K)
Filed 2026-10-13
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares822 from 804
Change+18 (+2%)
Value$346.5K (+$55.3K)
Filed 2026-10-21
Tower View Wealth Management LLC
INCREASED
Shares820 from 19
Change+801 (+4216%)
Value$345.5K (+$338.7K)
Filed 2026-10-23
Country Trust Bank
DECREASED
Shares820 from 825
Change-5 (-1%)
Value$345.6K (+$46.9K)
Filed 2026-10-30
Omega Financial Group, LLC
NEW
Shares816
Change+816
Value$344.0K
Filed 2026-10-29
Stevens Capital Partners
NEW
Shares816
Change+816
Value$344.0K
Filed 2026-10-29
Unify Financial Advisors
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$343.1K (+$48.3K)
Filed 2026-11-03
LFG Wealth Partners, LLC
DECREASED
Shares813 from 816
Change-3 (0%)
Value$342.7K (+$47.2K)
Filed 2026-10-28
CNB Bank
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$341.0K (+$48.0K)
Filed 2026-11-09
Nfsg Corp
INCREASED
Shares802 from 716
Change+86 (+12%)
Value$338.1K (+$78.9K)
Filed 2026-10-15
Saxony Capital Management, LLC
INCREASED
Shares801 from 625
Change+176 (+28%)
Value$337.6K (+$111.1K)
Filed 2026-10-15
Bullock Wealth Management Group
INCREASED
Shares801 from 796
Change+5 (+1%)
Value$326.1K (+$38.5K)
Filed 2026-10-09
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$337.2K (+$47.5K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$335.4K (+$47.3K)
Filed 2026-10-22
Royal Palms Capital LLC
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$333.8K (+$47.0K)
Filed 2026-10-23
True Private Wealth Advisors
DECREASED
Shares790 from 808
Change-18 (-2%)
Value$333.3K (+$40.8K)
Filed 2026-10-19
Verus Wealth Management, LLC
NEW
Shares788
Change+788
Value$332.3K
Filed 2026-10-13
BAM Wealth Management, LLC
INCREASED
Shares782 from 707
Change+75 (+11%)
Value$329.6K (+$73.6K)
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares778
Change+778
Value$328.1K
Filed 2026-10-28
New Covenant Trust Company, N.A.
INCREASED
Shares778 from 690
Change+88 (+13%)
Value$327.9K (+$78.1K)
Filed 2026-10-08
Rainier Family Wealth Inc
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$327.9K (+$46.2K)
Filed 2026-11-02
Peak Financial Management, Inc.
NEW
Shares777
Change+777
Value$327.6K
Filed 2026-10-16
AMG Asset Management Group, Inc.
DECREASED
Shares777 from 814
Change-37 (-5%)
Value$327.3K (+$32.4K)
Filed 2026-10-21
Compass Wealth Management LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$326.7K (+$46.0K)
Filed 2026-10-22
Kelly Financial Services LLC
INCREASED
Shares772 from 751
Change+21 (+3%)
Value$325.6K (+$53.7K)
Filed 2026-10-20
Oder Investment Management, LLC
DECREASED
Shares772 from 789
Change-17 (-2%)
Value$325.5K (+$39.9K)
Filed 2026-11-09
WealthCare Investment Partners, LLC
DECREASED
Shares770 from 783
Change-13 (-2%)
Value$324.6K (+$41.1K)
Filed 2026-11-05
LS Investment Advisors, LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$324.6K (+$45.7K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED
Shares767 from 746
Change+21 (+3%)
Value$323.1K (+$53.1K)
Filed 2026-10-16
Providence First Trust Co
DECREASED
Shares766 from 979
Change-213 (-22%)
Value$322.9K (-$31.6K)
Filed 2026-11-02
DE Burlo Group Inc
INCREASED
Shares765 from 595
Change+170 (+29%)
Value$322.5K (+$107.0K)
Filed 2026-11-05
Constitution Capital LLC
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$322.5K (+$45.4K)
Filed 2026-10-23
SkyOak Wealth, LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$322.0K (+$45.4K)
Filed 2026-10-28
West Financial Advisors, LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$322.0K (+$45.4K)
Filed 2026-10-22
Evergreen Private Wealth LLC
DECREASED
Shares762 from 785
Change-23 (-3%)
Value$321.1K (+$36.9K)
Filed 2026-10-30
Connecticut Capital Management Group, LLC
INCREASED
Shares760 from 744
Change+16 (+2%)
Value$320.3K (+$50.9K)
Filed 2026-10-29
Measured Risk Portfolios, Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$320.3K (+$45.1K)
Filed 2026-10-21
Ashurst Perkins Coie Trust Co
INCREASED
Shares758 from 750
Change+8 (+1%)
Value$319.5K (+$47.9K)
Filed 2026-10-15
Stirlingshire Investments, Inc.
NEW
Shares756
Change+756
Value$318.6K
Filed 2026-11-05
Advisortrust Partners, LLC
INCREASED
Shares756 from 719
Change+37 (+5%)
Value$318.7K (+$58.3K)
Filed 2026-11-02
Peddock Capital Advisors, LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$318.2K (+$44.8K)
Filed 2026-10-16
Wilkins Investment Counsel Inc
NEW
Shares751
Change+751
Value$316.6K
Filed 2026-11-03
Whelan Financial
INCREASED
Shares750 from 644
Change+106 (+16%)
Value$316.1K (+$82.9K)
Filed 2026-10-28
Wescott Financial Advisory Group, LLC
INCREASED
Shares750 from 715
Change+35 (+5%)
Value$316.0K (+$57.2K)
Filed 2026-11-09
Birchbrook, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$316.1K (+$44.5K)
Filed 2026-10-14
Peachtree Investment Partners, LLC
INCREASED
Shares747 from 628
Change+119 (+19%)
Value$314.9K (+$87.4K)
Filed 2026-11-05
Johnson Bixby & Associates, LLC
INCREASED
Shares747 from 696
Change+51 (+7%)
Value$314.9K (+$62.8K)
Filed 2026-10-14
Fidelity D & D Bancorp Inc
DECREASED
Shares747 from 754
Change-7 (-1%)
Value$314.9K (+$41.8K)
Filed 2026-11-05
Wealth Group Ltd
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$301.1K (+$30.6K)
Filed 2026-10-07
SJS Investment Consulting Inc.
INCREASED
Shares745 from 657
Change+88 (+13%)
Value$314.1K (+$76.1K)
Filed 2026-10-26
Asset Planning,Inc
INCREASED
Shares744 from 742
Change+2 (+0%)
Value$313.5K (+$44.8K)
Filed 2026-10-26
West Wealth Group, LLC
INCREASED
Shares739 from 699
Change+40 (+6%)
Value$311.7K (+$58.4K)
Filed 2026-10-14
D.B. Root & Company, LLC
INCREASED
Shares738 from 675
Change+63 (+9%)
Value$311.1K (+$66.6K)
Filed 2026-11-04
Horst & Graben Wealth Management LLC
INCREASED
Shares736 from 732
Change+4 (+1%)
Value$310.4K (+$45.9K)
Filed 2026-11-02
Heritage Family Offices, LLP
INCREASED
Shares735 from 629
Change+106 (+17%)
Value$309.8K (+$82.0K)
Filed 2026-11-02
Mcdaniel Terry & Co
DECREASED
Shares735 from 787
Change-52 (-7%)
Value$309.8K (+$24.8K)
Filed 2026-11-05
Redwood Park Advisors LLC
INCREASED
Shares734 from 702
Change+32 (+5%)
Value$309.6K (+$55.5K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
DECREASED
Shares732 from 827
Change-95 (-11%)
Value$308.8K (+$9.3K)
Filed 2026-11-05
Long Island Wealth Management, Inc.
INCREASED
Shares732 from 696
Change+36 (+5%)
Value$308.5K (+$56.5K)
Filed 2026-10-20
Raab & Moskowitz Asset Management LLC
DECREASED
Shares732 from 748
Change-16 (-2%)
Value$308.6K (+$37.7K)
Filed 2026-11-02
Monarch Capital Management Inc
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$307.7K (+$43.4K)
Filed 2026-10-19
Wealth Advisors Northwest LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$307.7K (+$43.4K)
Filed 2026-10-29
KTF Investments, LLC
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$306.9K (+$43.2K)
Filed 2026-10-23
Chatham Capital Group, Inc.
INCREASED
Shares725 from 689
Change+36 (+5%)
Value$305.6K (+$56.1K)
Filed 2026-10-16
Keener Financial Planning LLC
DECREASED
Shares725 from 733
Change-8 (-1%)
Value$305.6K (+$40.6K)
Filed 2026-11-06
Stockman Wealth Management, Inc.
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$305.2K (+$43.0K)
Filed 2026-10-27
Encompass More Asset Management
INCREASED
Shares721 from 682
Change+39 (+6%)
Value$303.9K (+$56.9K)
Filed 2026-10-16
Market Street Wealth Management Advisors LLC
NEW
Shares720
Change+720
Value$303.6K
Filed 2026-10-09
Earned Wealth Advisors, LLC
INCREASED
Shares720 from 598
Change+122 (+20%)
Value$303.7K (+$87.1K)
Filed 2026-11-06
First Bancorp, Inc
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$303.5K (+$42.8K)
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED
Shares718 from 671
Change+47 (+7%)
Value$302.8K (+$60.0K)
Filed 2026-11-04
Optimist Retirement Group LLC
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$302.2K (+$42.6K)
Filed 2026-10-30
WealthSpring Partners, LLC
DECREASED
Shares714 from 800
Change-86 (-11%)
Value$300.9K (+$11.4K)
Filed 2026-10-14
Mitchell Capital Management Co
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$300.1K (+$42.3K)
Filed 2026-10-29
Kingdom Financial Group Llc.
DECREASED
Shares710 from 879
Change-169 (-19%)
Value$299.1K (-$19.2K)
Filed 2026-11-04
Embree Financial Group
INCREASED
Shares710 from 698
Change+12 (+2%)
Value$299.3K (+$46.5K)
Filed 2026-10-22
Retirement Guys Formula LLC
NEW
Shares709
Change+709
Value$298.9K
Filed 2026-10-26
TSG Advice Partners, LLC
NEW
Shares708
Change+708
Value$256.3K
Filed 2026-10-29
Virtue Capital Management, LLC
INCREASED
Shares704 from 671
Change+33 (+5%)
Value$296.7K (+$53.7K)
Filed 2026-10-29
TigerOak Management, L.L.C.
INCREASED
Shares701 from 576
Change+125 (+22%)
Value$295.5K (+$86.9K)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED
Shares701 from 658
Change+43 (+7%)
Value$295.3K (+$57.0K)
Filed 2026-10-29
Phillips Financial Management, LLC
INCREASED
Shares701 from 689
Change+12 (+2%)
Value$295.5K (+$46.0K)
Filed 2026-10-19
Cortland Associates Inc
INCREASED
Shares700 from 600
Change+100 (+17%)
Value$295.0K (+$78.0K)
Filed 2026-10-29
Terril Brothers, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$295.1K (+$41.6K)
Filed 2026-11-06
Smithbridge Asset Management Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$295.1K (+$41.6K)
Filed 2026-10-19
IMPACTfolio, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$295.1K (+$41.6K)
Filed 2026-10-28
Orange Investment Advisors, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$295.1K (+$41.6K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$294.2K (+$41.5K)
Filed 2026-10-15
LJI Wealth Management, LLC
DECREASED
Shares697 from 865
Change-168 (-19%)
Value$293.7K (-$19.5K)
Filed 2026-10-28
TriaGen Wealth Management LLC
DECREASED
Shares697 from 705
Change-8 (-1%)
Value$293.6K (+$38.3K)
Filed 2026-10-14
Florida Financial Advisors, LLC
INCREASED
Shares696 from 600
Change+96 (+16%)
Value$293.3K (+$75.4K)
Filed 2026-11-09
Financial Council, LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$292.9K (+$41.3K)
Filed 2026-11-02
Integrity Wealth Partners, LLC
NEW
Shares694
Change+694
Value$292.5K
Filed 2026-10-14
Steel Grove Capital Advisors, LLC
DECREASED
Shares690 from 709
Change-19 (-3%)
Value$290.8K (+$34.1K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$290.8K (+$41.0K)
Filed 2026-10-20
ProCore Advisors, LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$290.5K (+$41.0K)
Filed 2026-10-14
Wolverine Asset Management LLC
NEW
Shares688
Change+688
Value$290.0K
Filed 2026-11-02
Syverson Strege & Co
DECREASED
Shares688 from 728
Change-40 (-5%)
Value$290.0K (+$26.4K)
Filed 2026-11-02
Fiduciary Family Office, LLC
INCREASED
Shares687 from 655
Change+32 (+5%)
Value$289.7K (+$52.4K)
Filed 2026-11-04
HT Partners LLC
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$289.2K (+$40.7K)
Filed 2026-10-20
Moran Wealth Management, LLC
NEW
Shares684
Change+684
Value$288.3K
Filed 2026-10-22
Lakewood Asset Management LLC
DECREASED
Shares682 from 905
Change-223 (-25%)
Value$287.4K (-$40.4K)
Filed 2026-10-26
Investment Insight Wealth Management, LLC
INCREASED
Shares682 from 629
Change+53 (+8%)
Value$287.3K (+$59.5K)
Filed 2026-10-30
Autumn Glory Partners, LLC
INCREASED
Shares682 from 680
Change+2 (+0%)
Value$287.5K (+$41.2K)
Filed 2026-10-26
Berman McAleer LLC
DECREASED
Shares682 from 683
Change-1 (0%)
Value$287.5K (+$40.1K)
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$247.0K ($0)
Filed 2026-10-06
CPC Advisors, LLC
INCREASED
Shares681 from 613
Change+68 (+11%)
Value$287.0K (+$64.9K)
Filed 2026-10-21
BetterWealth, LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$285.8K (+$40.3K)
Filed 2026-10-15
Summit Securities Group LLC
NEW
Shares675
Change+675
Value$284.5K
Filed 2026-11-05
Boyd Watterson Asset Management LLC
DECREASED
Shares675 from 719
Change-44 (-6%)
Value$284.4K (+$24.1K)
Filed 2026-11-06
Hengehold Capital Management LLC
DECREASED
Shares673 from 946
Change-273 (-29%)
Value$283.7K (-$58.9K)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$282.8K (+$39.9K)
Filed 2026-10-23
Grove Street Fiduciary, LLC
UNCHANGED
Shares671 from 671
Change0 (0%)
Value$282.8K (+$39.9K)
Filed 2026-10-13
Ring Mountain Capital, LLC
INCREASED
Shares670 from 646
Change+24 (+4%)
Value$282.4K (+$48.5K)
Filed 2026-10-13
Vivid Wealth Management, LLC
DECREASED
Shares668 from 683
Change-15 (-2%)
Value$281.5K (+$34.3K)
Filed 2026-10-27
Burton Enright Welch
INCREASED
Shares666 from 663
Change+3 (+0%)
Value$280.7K (+$40.6K)
Filed 2026-11-04
Hoya Capital Real Estate, LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$280.7K (+$39.6K)
Filed 2026-11-09
Vista Investment Partners LLC
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$279.5K (+$39.4K)
Filed 2026-10-08
Dagco, Inc.
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$279.2K (+$39.3K)
Filed 2026-10-20
Smith Asset Management Co., LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$278.6K (+$39.3K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$277.4K (+$39.1K)
Filed 2026-11-02
Jnba Financial Advisors
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$276.9K (+$39.0K)
Filed 2026-11-03
Atwater Malick LLC
INCREASED
Shares655 from 644
Change+11 (+2%)
Value$276.1K (+$42.9K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares654 from 1,865
Change-1,211 (-65%)
Value$275.7K (-$399.7K)
Filed 2026-11-04
Gibbs Wealth Management
NEW
Shares653
Change+653
Value$275.2K
Filed 2026-10-22
Bennett Selby Investments LP
INCREASED
Shares653 from 645
Change+8 (+1%)
Value$275.2K (+$41.7K)
Filed 2026-10-19
Creative Capital Management Investments LLC
INCREASED
Shares653 from 645
Change+8 (+1%)
Value$275.2K (+$41.7K)
Filed 2026-10-28
Cardinal Capital Management, Inc.
DECREASED
Shares650 from 850
Change-200 (-24%)
Value$274.0K (-$33.8K)
Filed 2026-10-16
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$274.0K (+$39.1K)
Filed 2026-10-09
LifeSteps Financial, Inc.
DECREASED
Shares649 from 813
Change-164 (-20%)
Value$273.5K (-$20.9K)
Filed 2026-10-15
Blue Capital, Inc.
DECREASED
Shares649 from 664
Change-15 (-2%)
Value$273.5K (+$33.1K)
Filed 2026-10-13
Sawgrass Asset Management LLC
DECREASED
Shares648 from 692
Change-44 (-6%)
Value$273.0K (+$22.3K)
Filed 2026-11-03
Index Fund Advisors, Inc.
INCREASED
Shares648 from 647
Change+1 (+0%)
Value$273.3K (+$38.8K)
Filed 2026-11-05
Able Financial Group, LLC
INCREASED
Shares648 from 647
Change+1 (+0%)
Value$273.0K (+$38.9K)
Filed 2026-10-14
Pacific Asset Management, LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$273.1K (+$38.5K)
Filed 2026-10-15
Strategic Advisors LLC
INCREASED
Shares647 from 645
Change+2 (+0%)
Value$272.7K (+$39.0K)
Filed 2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$272.7K (+$38.4K)
Filed 2026-10-21
Cardiff Park Advisors, LLC
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$272.3K (+$38.4K)
Filed 2026-11-09
Vicus Capital
DECREASED
Shares645 from 716
Change-71 (-10%)
Value$271.7K (+$12.5K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED
Shares645 from 599
Change+46 (+8%)
Value$271.9K (+$55.0K)
Filed 2026-11-02
Blackston Financial Advisory Group, LLC
INCREASED
Shares645 from 639
Change+6 (+1%)
Value$271.7K (+$40.4K)
Filed 2026-11-04
Advisory Solutions Group, LLC
NEW
Shares644
Change+644
Value$271.5K
Filed 2026-10-14
Private Advisory Group LLC
NEW
Shares644
Change+644
Value$271.5K
Filed 2026-11-06
Johnson Financial Group, LLC
DECREASED
Shares642 from 1,188
Change-546 (-46%)
Value$270.6K (-$159.6K)
Filed 2026-11-03
Summit Asset Management, LLC
NEW
Shares641
Change+641
Value$270.2K
Filed 2026-11-05
Cahaba Wealth Management, Inc.
INCREASED
Shares641 from 631
Change+10 (+2%)
Value$270.1K (+$41.5K)
Filed 2026-10-26
Narus Financial Partners, LLC
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$270.2K (+$38.1K)
Filed 2026-10-19
Traub Capital Management LLC
DECREASED
Shares640 from 685
Change-45 (-7%)
Value$269.6K (+$21.7K)
Filed 2026-11-09
Glass Wealth Management Co LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$269.8K (+$38.0K)
Filed 2026-10-28
Darwin Wealth Management, LLC
INCREASED
Shares638 from 525
Change+113 (+22%)
Value$269.1K (+$78.8K)
Filed 2026-11-09
Cassia Capital Partners, LLC
INCREASED
Shares635 from 632
Change+3 (+0%)
Value$267.7K (+$38.8K)
Filed 2026-11-04
Clark & Stuart, Inc
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$267.7K (+$37.7K)
Filed 2026-10-14
Avion Wealth
INCREASED
Shares634 from 623
Change+11 (+2%)
Value$267.0K (+$42.0K)
Filed 2026-11-04
Archvest Wealth Advisors, Inc.
INCREASED
Shares633 from 576
Change+57 (+10%)
Value$266.9K (+$58.3K)
Filed 2026-10-29
James J. Burns & Company, LLC
INCREASED
Shares633 from 577
Change+56 (+10%)
Value$267.0K (+$58.3K)
Filed 2026-10-22
Praetorian Wealth Management, Inc.
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$266.8K (+$37.6K)
Filed 2026-10-16
Rockland Trust Co
DECREASED
Shares632 from 778
Change-146 (-19%)
Value$266.4K (-$15.3K)
Filed 2026-10-05
McClarren Financial Advisors, Inc.
INCREASED
Shares631 from 627
Change+4 (+1%)
Value$266.0K (+$39.0K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$228.1K ($0)
Filed 2026-11-05
Genesis Private Wealth, LLC
DECREASED
Shares629 from 1,042
Change-413 (-40%)
Value$265.1K (-$112.2K)
Filed 2026-11-02
Austin Asset Management Co Inc
DECREASED
Shares628 from 677
Change-49 (-7%)
Value$264.9K (+$19.5K)
Filed 2026-10-29
Canvas Wealth Advisors, LLC
DECREASED
Shares628 from 655
Change-27 (-4%)
Value$289.4K (+$52.2K)
Filed 2026-11-02
Rare Wolf Capital LLC
INCREASED
Shares626 from 559
Change+67 (+12%)
Value$263.9K (+$61.4K)
Filed 2026-10-20
Wilkins Miller Wealth Management, LLC
INCREASED
Shares626 from 624
Change+2 (+0%)
Value$264.0K (+$38.0K)
Filed 2026-10-13
Cross Staff Investments Inc
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$263.9K (+$37.2K)
Filed 2026-10-22
Private Wealth Partners, LLC
INCREASED
Shares624 from 620
Change+4 (+1%)
Value$263.0K (+$38.5K)
Filed 2026-10-22
City Center Advisors, LLC
DECREASED
Shares619 from 737
Change-118 (-16%)
Value$260.9K (-$6.0K)
Filed 2026-10-08
Forbes Financial Planning, Inc.
INCREASED
Shares616 from 341
Change+275 (+81%)
Value$259.7K (+$27.5K)
Filed 2026-10-23
Durante & Waters, LLC
NEW
Shares613
Change+613
Value$258.4K
Filed 2026-10-28
waypoint wealth counsel
NEW
Shares613
Change+613
Value$258.4K
Filed 2026-10-22
Cape Investment Advisory, Inc.
DECREASED
Shares612 from 631
Change-19 (-3%)
Value$258.0K (+$29.6K)
Filed 2026-10-13
Keystone Financial Planning, Inc.
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$258.0K (+$36.3K)
Filed 2026-10-08
Compass Financial Management LLC
DECREASED
Shares611 from 619
Change-8 (-1%)
Value$257.4K (+$29.7K)
Filed 2026-10-30
Pegasus Asset Management, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$257.5K (+$36.3K)
Filed 2026-11-03
BCK Partners, Inc.
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$257.1K (+$36.2K)
Filed 2026-10-23
RKL Wealth Management LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$256.5K (+$36.3K)
Filed 2026-10-16
Langley Wealth Management, LLC
INCREASED
Shares603 from 596
Change+7 (+1%)
Value$254.2K (+$38.3K)
Filed 2026-11-04
Sage Mountain Advisors LLC
DECREASED
Shares600 from 790
Change-190 (-24%)
Value$252.9K (-$33.2K)
Filed 2026-11-02
Soundwatch Capital LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$241.8K (+$24.6K)
Filed 2026-11-04
Endowment Wealth Management, Inc.
DECREASED
Shares599 from 604
Change-5 (-1%)
Value$252.3K (+$33.5K)
Filed 2026-11-03
Accretive Wealth Partners, LLC
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$252.5K (+$35.6K)
Filed 2026-11-06
EdgeRock Capital LLC
INCREASED
Shares598 from 569
Change+29 (+5%)
Value$252.1K (+$46.0K)
Filed 2026-11-03
Auour Investments LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$252.1K (+$35.5K)
Filed 2026-10-28
W Advisors, LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$252.1K (+$35.5K)
Filed 2026-11-02
Motive Wealth Advisors
INCREASED
Shares596 from 590
Change+6 (+1%)
Value$251.2K (+$37.6K)
Filed 2026-10-26
Sigma Investment Counselors Inc
DECREASED
Shares595 from 1,595
Change-1,000 (-63%)
Value$250.7K (-$326.8K)
Filed 2026-10-27
Trust Co
INCREASED
Shares595 from 208
Change+387 (+186%)
Value$251.0K (+$175.5K)
Filed 2026-10-09
Veracity Capital LLC
NEW
Shares594
Change+594
Value$250.4K
Filed 2026-10-08
Yoder Wealth Management, Inc.
INCREASED
Shares594 from 583
Change+11 (+2%)
Value$250.4K (+$39.3K)
Filed 2026-10-13
Hill Island Financial LLC
INCREASED
Shares592 from 565
Change+27 (+5%)
Value$249.5K (+$44.9K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares591 from 614
Change-23 (-4%)
Value$249.1K (+$26.8K)
Filed 2026-10-19
Diversified Portfolios, Inc.
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$249.1K (+$35.1K)
Filed 2026-11-04
Oliver Luxxe Assets LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$248.7K (+$35.0K)
Filed 2026-10-14
Journey Retirement Planning & Investment Management LLC
NEW
Shares587
Change+587
Value$247.6K
Filed 2026-10-09
Values First Advisors, Inc.
INCREASED
Shares586 from 584
Change+2 (+0%)
Value$247.0K (+$35.5K)
Filed 2026-10-23
TCP Asset Management, LLC
NEW
Shares585
Change+585
Value$235.7K
Filed 2026-10-14
Mccarter Private Wealth Services LLC
NEW
Shares585
Change+585
Value$246.6K
Filed 2026-10-22
Central Pacific Bank - Trust Division
DECREASED
Shares585 from 1,505
Change-920 (-61%)
Value$246.6K (-$298.4K)
Filed 2026-10-06
North Point Portfolio Managers Corp
INCREASED
Shares584 from 567
Change+17 (+3%)
Value$246.2K (+$40.8K)
Filed 2026-10-07
Forteris Wealth Management Inc.
NEW
Shares580
Change+580
Value$244.5K
Filed 2026-10-13
Mainsail Asset Management, LLC
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$233.1K (+$21.0K)
Filed 2026-10-14
Eurizon SLJ Capital Ltd
DECREASED
Shares576 from 618
Change-42 (-7%)
Value$242.8K (+$19.0K)
Filed 2026-11-06
RMG Wealth Management LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$258.4K (+$18.7K)
Filed 2026-10-26
Virtus Advisers, LLC
DECREASED
Shares575 from 600
Change-25 (-4%)
Value$242.4K (+$25.1K)
Filed 2026-11-09
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares573 from 567
Change+6 (+1%)
Value$241.5K (+$36.2K)
Filed 2026-11-02
Master's Wealth Management Inc.
DECREASED
Shares573 from 579
Change-6 (-1%)
Value$241.4K (+$31.9K)
Filed 2026-10-22
Redwood Financial Network Corp
DECREASED
Shares572 from 617
Change-45 (-7%)
Value$241.3K (+$17.8K)
Filed 2026-11-03
RAM Investment Partners, LLC
NEW
Shares570
Change+570
Value$240.3K
Filed 2026-10-21
Riversedge Advisors, LLC
NEW
Shares566
Change+566
Value$238.4K
Filed 2026-10-09
Monograph Wealth Advisors, LLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$238.6K (+$33.6K)
Filed 2026-11-09
Uptick Partners, LLC
NEW
Shares565
Change+565
Value$238.3K
Filed 2026-11-04
Fortis Group Advisors, LLC
INCREASED
Shares562 from 559
Change+3 (+1%)
Value$261.5K (+$59.1K)
Filed 2026-11-06
Monte Financial Group, LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$236.9K (+$20.4K)
Filed 2026-11-02
Emprise Bank
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$236.9K (+$33.4K)
Filed 2026-10-07
Slocum, Gordon & Co LLP
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$236.9K (+$33.4K)
Filed 2026-10-19
Objective Capital Management, LLC
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$236.9K (+$33.4K)
Filed 2026-10-13
GSG Advisors LLC
NEW
Shares559
Change+559
Value$235.6K
Filed 2026-11-03
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$234.8K (+$33.1K)
Filed 2026-11-05
Maple Capital Management, Inc.
NEW
Shares556
Change+556
Value$234.3K
Filed 2026-11-02
Seamount Financial Group Inc
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$233.9K (+$33.0K)
Filed 2026-10-21
Villere ST Denis J & Co LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$233.9K (+$33.0K)
Filed 2026-11-04
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$233.5K (+$32.9K)
Filed 2026-11-02
Tucker Asset Management LLC
NEW
Shares553
Change+553
Value$233.2K
Filed 2026-10-29
4J Wealth Management LLC
NEW
Shares552
Change+552
Value$232.7K
Filed 2026-11-02
Investment Partners Asset Management, Inc.
NEW
Shares549
Change+549
Value$231.4K
Filed 2026-10-09
Valpey Financial Services, LLC
NEW
Shares548
Change+548
Value$231.0K
Filed 2026-10-30
RBA Wealth Management, LLC
NEW
Shares544
Change+544
Value$229.3K
Filed 2026-10-28
American National Bank of Texas
DECREASED
Shares544 from 609
Change-65 (-11%)
Value$229.3K (+$8.8K)
Filed 2026-10-07
TSA Wealth Managment LLC
NEW
Shares542
Change+542
Value$228.5K
Filed 2026-10-22
Independent Wealth Network Inc.
NEW
Shares541
Change+541
Value$228.1K
Filed 2026-10-19
Aldebaran Financial Inc.
NEW
Shares541
Change+541
Value$228.0K
Filed 2026-11-06
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares541 from 558
Change-17 (-3%)
Value$227.9K (+$25.7K)
Filed 2026-11-05
Summit Place Financial Advisors, LLC
DECREASED
Shares538 from 638
Change-100 (-16%)
Value$226.8K (-$4.3K)
Filed 2026-10-23
First Business Financial Services, Inc.
NEW
Shares537
Change+537
Value$226.4K
Filed 2026-10-29
Clark Asset Management, LLC
NEW
Shares536
Change+536
Value$225.9K
Filed 2026-10-19
Silver Oak Advisory Group, Inc.
NEW
Shares535
Change+535
Value$225.6K
Filed 2026-11-06
Genesee Capital Advisors, LLC
NEW
Shares535
Change+535
Value$225.5K
Filed 2026-10-20
Addison Capital Co
DECREASED
Shares535 from 555
Change-20 (-4%)
Value$225.5K (+$24.5K)
Filed 2026-11-09
Legacy Financial Strategies, LLC
NEW
Shares533
Change+533
Value$224.8K
Filed 2026-10-15
Centerpoint Advisory Group
NEW
Shares532
Change+532
Value$224.2K
Filed 2026-10-23
Uhlmann Price Securities, LLC
DECREASED
Shares532 from 557
Change-25 (-4%)
Value$224.2K (+$22.4K)
Filed 2026-11-03
NorthLanding Financial Partners, LLC
NEW
Shares531
Change+531
Value$223.7K
Filed 2026-10-15
Clearstead Trust, LLC
INCREASED
Shares530 from 305
Change+225 (+74%)
Value$223.4K (+$113.0K)
Filed 2026-11-06
Blume Capital Management, Inc.
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$223.4K (+$31.5K)
Filed 2026-10-26
Chris Bulman Inc
DECREASED
Shares529 from 656
Change-127 (-19%)
Value$223.4K (-$14.2K)
Filed 2026-10-20
626 Financial, LLC
NEW
Shares527
Change+527
Value$222.1K
Filed 2026-11-04
Sendero Wealth Management, LLC
NEW
Shares525
Change+525
Value$221.3K
Filed 2026-10-14
Carson Advisory Inc.
NEW
Shares523
Change+523
Value$220.4K
Filed 2026-11-06
FAI Advisors, Inc.
NEW
Shares523
Change+523
Value$220.5K
Filed 2026-10-27
State of Wyoming
NEW
Shares523
Change+523
Value$220.5K
Filed 2026-10-28
Gainline Financial Partners, LLC
NEW
Shares521
Change+521
Value$219.6K
Filed 2026-10-15
Stenger Family Office, LLC
NEW
Shares521
Change+521
Value$215.1K
Filed 2026-10-22
Jm2 Capital Inc.
NEW
Shares520
Change+520
Value$219.3K
Filed 2026-10-14
Francis Financial, Inc.
NEW
Shares516
Change+516
Value$217.5K
Filed 2026-11-09
Bay Capital Advisors, LLC
NEW
Shares515
Change+515
Value$217.1K
Filed 2026-10-16
McGlone Suttner Wealth Management, Inc.
NEW
Shares515
Change+515
Value$216.9K
Filed 2026-10-13
TritonPoint Partners, LLC
DECREASED
Shares515 from 1,334
Change-819 (-61%)
Value$217.0K (-$266.0K)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$217.1K (+$30.6K)
Filed 2026-10-23
Capital Square, LLC
DECREASED
Shares514 from 576
Change-62 (-11%)
Value$216.7K (+$7.3K)
Filed 2026-10-19
High Note Wealth, LLC
DECREASED
Shares511 from 514
Change-3 (-1%)
Value$215.4K (+$29.3K)
Filed 2026-10-27
Friday Financial
NEW
Shares510
Change+510
Value$207.7K
Filed 2026-10-09
Cherrydale Wealth Management, LLC
NEW
Shares510
Change+510
Value$214.9K
Filed 2026-10-20
Symmetry Partners, LLC
NEW
Shares510
Change+510
Value$214.8K
Filed 2026-10-27
Old Peak Finance LLC
NEW
Shares509
Change+509
Value$214.5K
Filed 2026-11-02
Cascade Investment Group, Inc.
NEW
Shares509
Change+509
Value$214.5K
Filed 2026-10-13
JB Capital LLC
DECREASED
Shares508 from 555
Change-47 (-8%)
Value$214.0K (+$13.2K)
Filed 2026-10-19
Manske Wealth Management
NEW
Shares507
Change+507
Value$213.7K
Filed 2026-10-26
Financial Futures Ltd Liability Co.
NEW
Shares505
Change+505
Value$212.9K
Filed 2026-10-13
Cypress Point Wealth Management, LLC
NEW
Shares504
Change+504
Value$212.4K
Filed 2026-11-03
Winter & Associates, Inc.
NEW
Shares502
Change+502
Value$220.3K
Filed 2026-10-23
Opus Financial Solutions LLC
NEW
Shares502
Change+502
Value$211.6K
Filed 2026-11-06
Fourpath Capital Management, LLC
DECREASED
Shares502 from 2,411
Change-1,909 (-79%)
Value$211.6K (-$661.5K)
Filed 2026-10-19
Triad Investment Management
NEW
Shares501
Change+501
Value$211.2K
Filed 2026-10-13
Baker Boyer National Bank
NEW
Shares501
Change+501
Value$211.2K
Filed 2026-11-05
Englebert Financial Advisers, LLC
NEW
Shares501
Change+501
Value$211.2K
Filed 2026-10-20
Miller Global Investments, LLC
INCREASED
Shares501 from 237
Change+264 (+111%)
Value$211.2K (+$125.4K)
Filed 2026-10-02
Camelot Portfolios, LLC
NEW
Shares500
Change+500
Value$210.8K
Filed 2026-11-09
Vanguard Capital Wealth Advisors
NEW
Shares500
Change+500
Value$210.8K
Filed 2026-10-16
Harold Davidson & Associates Inc.
NEW
Shares499
Change+499
Value$210.3K
Filed 2026-10-29
Skyline Advisors, Inc.
NEW
Shares499
Change+499
Value$210.2K
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$210.2K (+$29.6K)
Filed 2026-10-21
Clay Northam Wealth Management, LLC
NEW
Shares497
Change+497
Value$209.5K
Filed 2026-10-13
MMA Asset Management LLC
NEW
Shares497
Change+497
Value$209.5K
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
INCREASED
Shares496 from 493
Change+3 (+1%)
Value$216.1K (+$35.4K)
Filed 2026-10-19
Affiance Financial, LLC
NEW
Shares495
Change+495
Value$209.0K
Filed 2026-10-15
Good Harbor Advisors, Inc.
NEW
Shares492
Change+492
Value$207.4K
Filed 2026-10-20
Echo45 Advisors LLC
NEW
Shares492
Change+492
Value$207.4K
Filed 2026-10-07
Private Client Services, LLC
NEW
Shares492
Change+492
Value$207.6K
Filed 2026-10-02
Cathy Pareto & Associates, Inc
NEW
Shares491
Change+491
Value$207.5K
Filed 2026-10-15
Goelzer Investment Management, Inc.
DECREASED
Shares491 from 747
Change-256 (-34%)
Value$207.0K (-$63.5K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
NEW
Shares490
Change+490
Value$206.5K
Filed 2026-11-04
Aletheian Wealth Advisors LLC
NEW
Shares488
Change+488
Value$205.7K
Filed 2026-10-08
SP Asset Management LLC
NEW
Shares487
Change+487
Value$205.3K
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$205.3K (+$28.9K)
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
NEW
Shares484
Change+484
Value$204.2K
Filed 2026-10-09
WIN Advisors, Inc
NEW
Shares484
Change+484
Value$204.0K
Filed 2026-11-06
Cove Private Wealth, LLC
NEW
Shares483
Change+483
Value$203.6K
Filed 2026-10-28
Cap Partners, LLC
NEW
Shares483
Change+483
Value$203.5K
Filed 2026-10-19
First Citizens Financial Corp
NEW
Shares482
Change+482
Value$203.2K
Filed 2026-10-02
Presilium Private Wealth, LLC
NEW
Shares482
Change+482
Value$203.3K
Filed 2026-10-26
Voisard Asset Management Group, Inc.
NEW
Shares482
Change+482
Value$203.2K
Filed 2026-10-13
Lawson Kroeker Investment Management Inc
NEW
Shares482
Change+482
Value$203.2K
Filed 2026-10-22
AGH Wealth Advisors, LLC
NEW
Shares478
Change+478
Value$201.5K
Filed 2026-10-26
Trillium Asset Management, LLC
NEW
Shares478
Change+478
Value$201.3K
Filed 2026-11-09
USAdvisors Wealth Management, LLC
NEW
Shares474
Change+474
Value$200.0K
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares472 from 429
Change+43 (+10%)
Value$199.0K (+$43.8K)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
DECREASED
Shares469 from 484
Change-15 (-3%)
Value$197.7K (+$22.4K)
Filed 2026-10-20
Essential Investment Partners LLC
DECREASED
Shares465 from 645
Change-180 (-28%)
Value$196.0K (-$37.6K)
Filed 2026-10-27
Financial Consulate, Inc
INCREASED
Shares463 from 445
Change+18 (+4%)
Value$195.3K (+$34.1K)
Filed 2026-10-23
LAM Group, Inc.
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$194.7K (+$27.4K)
Filed 2026-10-26
Copeland Capital Management, LLC
INCREASED
Shares461 from 400
Change+61 (+15%)
Value$194.3K (+$49.5K)
Filed 2026-10-13
Hughes Financial Services, LLC
INCREASED
Shares454 from 401
Change+53 (+13%)
Value$209.1K (+$63.9K)
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares451 from 6
Change+445 (+7417%)
Value$183.7K (+$181.5K)
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares447
Change+447
Value$188.5K
Filed 2026-11-06
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$186.3K (+$26.3K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$177.0K (+$24.9K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
DECREASED
Shares418 from 420
Change-2 (0%)
Value$176.3K (+$24.2K)
Filed 2026-11-05
Fairway Wealth LLC
NEW
Shares405
Change+405
Value$170.7K
Filed 2026-10-30
Gleason Group, Inc.
INCREASED
Shares391 from 389
Change+2 (+1%)
Value$164.8K (+$24.1K)
Filed 2026-10-15
Kozak & Associates, Inc.
DECREASED
Shares388 from 389
Change-1 (0%)
Value$175.2K (+$34.7K)
Filed 2026-10-29
Western Pacific Wealth Management, LP
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$160.2K (+$22.6K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$160.2K (+$22.6K)
Filed 2026-10-27
Banque de Luxembourg S.A.
DECREASED
Shares370 from 501
Change-131 (-26%)
Value$156.0K (-$25.5K)
Filed 2026-10-14
Putney Financial Group LLC
NEW
Shares366
Change+366
Value$154.3K
Filed 2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$151.7K (+$21.4K)
Filed 2026-10-09
Monetary Solutions, Ltd
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$151.3K (+$21.3K)
Filed 2026-10-22
Addison Advisors LLC
INCREASED
Shares355 from 346
Change+9 (+3%)
Value$149.6K (+$24.3K)
Filed 2026-11-06
NBH Bank
INCREASED
Shares345 from 308
Change+37 (+12%)
Value$145.4K (+$33.9K)
Filed 2026-11-05
IAG Wealth Partners, LLC
INCREASED
Shares345 from 343
Change+2 (+1%)
Value$145.3K (+$21.0K)
Filed 2026-11-06
Elevation Wealth Partners, LLC
INCREASED
Shares339 from 315
Change+24 (+8%)
Value$142.9K (+$28.8K)
Filed 2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares335 from 295
Change+40 (+14%)
Value$141.0K (+$34.0K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares335 from 319
Change+16 (+5%)
Value$141.2K (+$25.7K)
Filed 2026-10-29
Aspect Partners, LLC
DECREASED
Shares332 from 333
Change-1 (0%)
Value$139.9K (+$19.4K)
Filed 2026-10-20
Reap Financial Group, LLC
INCREASED
Shares330 from 271
Change+59 (+22%)
Value$139.1K (+$40.9K)
Filed 2026-11-02
Global Trust Asset Management, LLC
DECREASED
Shares326 from 331
Change-5 (-2%)
Value$137.4K (+$17.6K)
Filed 2026-10-19
Madden Securities Corp
NEW
Shares320
Change+320
Value$134.9K
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$134.5K (+$18.9K)
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares318 from 310
Change+8 (+3%)
Value$134.1K (+$21.8K)
Filed 2026-10-19
Covestor Ltd
DECREASED
Shares317 from 320
Change-3 (-1%)
Value$134.0K (+$18.0K)
Filed 2026-10-30
Fairscale Capital, LLC
INCREASED
Shares313 from 310
Change+3 (+1%)
Value$145.9K (+$33.6K)
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$131.1K (+$18.5K)
Filed 2026-10-19
Private Wealth Management Group, LLC
INCREASED
Shares310 from 82
Change+228 (+278%)
Value$130.7K (+$101.0K)
Filed 2026-10-19
RHL Group, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$127.3K (+$18.0K)
Filed 2026-11-04
Costello Asset Management, Inc
INCREASED
Shares298 from 297
Change+1 (+0%)
Value$125.7K (+$18.0K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares295 from 235
Change+60 (+26%)
Value$124.3K (+$39.2K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
NEW
Shares288
Change+288
Value$121.4K
Filed 2026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$119.7K (+$14.8K)
Filed 2026-10-01
Rakuten Securities, Inc.
INCREASED
Shares283 from 40
Change+243 (+608%)
Value$119.3K (+$104.8K)
Filed 2026-11-02
Community Financial Services Group, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$113.6K (+$12.8K)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares277
Change+277
Value$114.5K
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED
Shares264 from 310
Change-46 (-15%)
Value$111.3K (-$979)
Filed 2026-10-15
Pacific Center for Financial Services
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$111.5K (+$15.7K)
Filed 2026-10-15
Walsh & Associates, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$105.4K (+$14.8K)
Filed 2026-11-09
Main Street Group, LTD
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$103.3K (+$14.6K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares242
Change+242
Value$102.0K
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$101.2K (+$14.3K)
Filed 2026-10-26
Financial Freedom, LLC
NEW
Shares232
Change+232
Value$98.0K
Filed 2026-11-06
WPG Advisers, LLC
INCREASED
Shares231 from 228
Change+3 (+1%)
Value$97.4K (+$14.8K)
Filed 2026-10-27
CrossGen Wealth, LLC
INCREASED
Shares231 from 229
Change+2 (+1%)
Value$97.2K (+$14.2K)
Filed 2026-10-30
Toews Corp
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$96.9K (+$13.7K)
Filed 2026-11-09
Rational Advisors, Inc.
INCREASED
Shares229 from 199
Change+30 (+15%)
Value$96.5K (+$24.5K)
Filed 2026-11-02
True Wealth Design, LLC
INCREASED
Shares227 from 208
Change+19 (+9%)
Value$95.7K (+$20.4K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
INCREASED
Shares218 from 217
Change+1 (+0%)
Value$91.8K (+$12.9K)
Filed 2026-11-04
General Partner, Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$88.9K (+$12.5K)
Filed 2026-10-05
Nova Financial LLC
NEW
Shares208
Change+208
Value$87.8K
Filed 2026-11-04
Maseco LLP
INCREASED
Shares206 from 200
Change+6 (+3%)
Value$86.8K (+$14.4K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$86.4K (+$12.2K)
Filed 2026-10-23
3 Factor Indexing, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$84.7K (+$11.9K)
Filed 2026-10-15
Morse Asset Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$84.3K (+$11.9K)
Filed 2026-11-09
TFC Financial Management, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$84.3K (+$11.9K)
Filed 2026-10-26
Oakmont Corp
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$83.5K (+$11.8K)
Filed 2026-11-09
Three Bridge Wealth Advisors, LLC
NEW
Shares193
Change+193
Value$81.4K
Filed 2026-11-05
James T. Borello RIA
INCREASED
Shares185 from 178
Change+7 (+4%)
Value$78.0K (+$13.5K)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares179
Change+179
Value$75.5K
Filed 2026-10-27
Marquette Asset Management, LLC
DECREASED
Shares179 from 185
Change-6 (-3%)
Value$75.5K (+$8.5K)
Filed 2026-10-09
Livelsberger Financial Advisory
NEW
Shares175
Change+175
Value$73.6K
Filed 2026-10-28
Southern Michigan Bank & Trust
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$73.8K (+$10.4K)
Filed 2026-10-19
CGC Financial Services, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$73.8K (+$10.4K)
Filed 2026-10-13
First Financial Corp
DECREASED
Shares167 from 173
Change-6 (-3%)
Value$70.4K (+$7.7K)
Filed 2026-10-13
Raleigh Capital Management Inc.
DECREASED
Shares164 from 4,020
Change-3,856 (-96%)
Value$69.2K (-$1.4M)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
INCREASED
Shares163 from 137
Change+26 (+19%)
Value$68.7K (+$19.1K)
Filed 2026-11-05
Planning Strategies Inc.
INCREASED
Shares162 from 159
Change+3 (+2%)
Value$68.3K (+$10.7K)
Filed 2026-10-02
Catalyst Capital Advisors LLC
INCREASED
Shares159 from 149
Change+10 (+7%)
Value$67.0K (+$13.1K)
Filed 2026-11-02
Richardson Financial Services Inc.
DECREASED
Shares150 from 262
Change-112 (-43%)
Value$63.2K (-$31.6K)
Filed 2026-10-30
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares150 from 194
Change-44 (-23%)
Value$63.2K (-$7.0K)
Filed 2026-11-06
Montgomery Financial Services LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$63.2K (+$8.9K)
Filed 2026-11-03
Meramec Financial Planners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$69.1K (+$12.6K)
Filed 2026-11-09
Nemes Rush Group LLC
DECREASED
Shares146 from 155
Change-9 (-6%)
Value$61.6K (+$5.4K)
Filed 2026-11-04
Friedenthal Financial
NEW
Shares144
Change+144
Value$60.7K
Filed 2026-10-27
John Boyer, Inc.
NEW
Shares144
Change+144
Value$60.8K
Filed 2026-10-27
Wealth Analytics Partners, LLC
NEW
Shares144
Change+144
Value$60.7K
Filed 2026-10-19
Bayforest Capital Ltd
NEW
Shares142
Change+142
Value$59.9K
Filed 2026-11-03
CKW Financial Group
INCREASED
Shares140 from 128
Change+12 (+9%)
Value$57 (-$45.9K)
Filed 2026-10-29
Downshift Financial, LLC
DECREASED
Shares138 from 142
Change-4 (-3%)
Value$58.2K (+$6.7K)
Filed 2026-10-13
First Pacific Financial
DECREASED
Shares136 from 204
Change-68 (-33%)
Value$57.3K (-$16.6K)
Filed 2026-10-14
University of Texas S AM Investment Management Co
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$56.1K (+$7.9K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares130
Change+130
Value$54.8K
Filed 2026-10-19
Birch Financial Group, LLC
NEW
Shares129
Change+129
Value$54.3K
Filed 2026-10-27
Retirement Wealth Solutions LLC
INCREASED
Shares127 from 116
Change+11 (+9%)
Value$53.5K (+$11.5K)
Filed 2026-10-07
Polaris Financial Partners
NEW
Shares126
Change+126
Value$53.0K
Filed 2026-10-02
Kennebec Savings Bank
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$53.1K (+$7.5K)
Filed 2026-10-22
Quaker Wealth Management, LLC
DECREASED
Shares124 from 224
Change-100 (-45%)
Value$52.3K (-$28.8K)
Filed 2026-10-22
MTM Investment Management, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$52.3K (+$7.4K)
Filed 2026-10-30
Advocate Investing Services LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$50.6K (+$7.1K)
Filed 2026-10-26
Hoese & Co LLP
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$49.3K (+$7.0K)
Filed 2026-10-21
Sfam, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$48.9K (+$6.9K)
Filed 2026-11-03
Holos Integrated Wealth LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$48.0K (+$6.4K)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$46.6K (+$6.6K)
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$46.9K (+$6.8K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares109
Change+109
Value$45.8K
Filed 2026-10-09
N.E.W. Advisory Services LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$45.5K (+$6.4K)
Filed 2026-11-09
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$43.4K (+$6.1K)
Filed 2026-10-16
Deane Retirement Strategies, Inc.
NEW
Shares100
Change+100
Value$42.2K
Filed 2026-10-09
Mainstream Capital Management LLC
NEW
Shares100
Change+100
Value$42.2K
Filed 2026-10-23
Vermillion Wealth Management, Inc.
DECREASED
Shares100 from 321
Change-221 (-69%)
Value$42.2K (-$74.0K)
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$42.2K (+$5.9K)
Filed 2026-10-05
Bare Financial Services, Inc
INCREASED
Shares99 from 96
Change+3 (+3%)
Value$41.7K (+$7.0K)
Filed 2026-11-04
Alta Capital Management LLC/
NEW
Shares95
Change+95
Value$40.0K
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED
Shares94 from 72
Change+22 (+31%)
Value$39.6K (+$13.5K)
Filed 2026-11-03
Dogwood Wealth Management LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$39.2K (+$5.5K)
Filed 2026-11-09
Tower Trust & Investment Co
NEW
Shares91
Change+91
Value$38.4K
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares90 from 15
Change+75 (+500%)
Value$37.9K (+$32.5K)
Filed 2026-10-15
PFS Partners, LLC
INCREASED
Shares86 from 44
Change+42 (+95%)
Value$36.2K (+$20.4K)
Filed 2026-10-21
McCarley & Cook Financial Planners
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$36.3K (+$5.1K)
Filed 2026-10-21
Sunrise Financial Services, LLC
DECREASED
Shares83 from 106
Change-23 (-22%)
Value$35.0K (-$3.4K)
Filed 2026-10-21
GoalVest Advisory LLC
DECREASED
Shares82 from 195
Change-113 (-58%)
Value$34.6K (-$36.0K)
Filed 2026-10-02
Wilkerson Advisory Group LLC
INCREASED
Shares82 from 78
Change+4 (+5%)
Value$34.6K (+$6.3K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
DECREASED
Shares81 from 87
Change-6 (-7%)
Value$34.1K (+$2.6K)
Filed 2026-10-16
Valued Wealth Advisors LLC
INCREASED
Shares81 from 79
Change+2 (+3%)
Value$34.1K (+$5.6K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares80 from 25
Change+55 (+220%)
Value$33.5K (+$24.5K)
Filed 2026-11-02
Hartford Financial Management Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$33.7K (+$4.8K)
Filed 2026-10-21
Cdkv Holdings LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$32.9K (+$4.6K)
Filed 2026-10-28
Strengthening Families & Communities, LLC
INCREASED
Shares76 from 75
Change+1 (+1%)
Value$32.0K (+$4.7K)
Filed 2026-10-21
Coston, McIsaac & Partners
INCREASED
Shares75 from 74
Change+1 (+1%)
Value$31.7K (+$4.7K)
Filed 2026-11-06
Piscataqua Savings Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$31.6K (+$4.5K)
Filed 2026-10-21
AXS Investments LLC
DECREASED
Shares71 from 82
Change-11 (-13%)
Value$29.9K (+$233)
Filed 2026-11-04
Entrust Financial LLC
INCREASED
Shares71 from 65
Change+6 (+9%)
Value$29.9K (+$6.4K)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares69 from 330
Change-261 (-79%)
Value$29.0K (-$90.0K)
Filed 2026-10-23
IMG Wealth Management, Inc.
INCREASED
Shares69 from 57
Change+12 (+21%)
Value$29.1K (+$8.4K)
Filed 2026-10-27
O'Domhnaill Enterprises, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$27.0K (+$3.8K)
Filed 2026-10-29
Burk Holdings LLC
INCREASED
Shares62 from 31
Change+31 (+100%)
Value$26.1K (+$14.9K)
Filed 2026-11-05
Zeit Capital LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$26.1K (+$3.7K)
Filed 2026-10-19
Align Financial, LLC
INCREASED
Shares61 from 56
Change+5 (+9%)
Value$25.7K (+$5.4K)
Filed 2026-10-16
Clark Wealth Partners
INCREASED
Shares53 from 31
Change+22 (+71%)
Value$22.3K (+$11.1K)
Filed 2026-10-19
Archer Investment Corp
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$22.5K (+$3.3K)
Filed 2026-11-05
Nvwm, LLC
INCREASED
Shares52 from 16
Change+36 (+225%)
Value$21.9K (+$16.1K)
Filed 2026-10-14
Strategic Advocates LLC
INCREASED
Shares51 from 25
Change+26 (+104%)
Value$21.5K (+$12.4K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares50
Change+50
Value$21.1K
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares50
Change+50
Value$21.2K
Filed 2026-10-14
Birchwood Financial Partners, Inc.
INCREASED
Shares50 from 41
Change+9 (+22%)
Value$21.2K (+$6.2K)
Filed 2026-11-02
Essential Partners LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$21.1K (+$3.0K)
Filed 2026-10-14
WestEnd Advisors, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$20.2K (+$2.9K)
Filed 2026-10-27
Hurley Capital, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$19.8K (+$2.9K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$19.4K (+$2.7K)
Filed 2026-10-16
Peterson Wealth Management
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$14.9K (+$2.2K)
Filed 2026-11-06
Cedar Mountain Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$14.3K (+$2.0K)
Filed 2026-10-15
Contravisory Investment Management, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$14.3K (+$2.0K)
Filed 2026-10-13
Activest Wealth Management
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$13.9K (+$2.0K)
Filed 2026-10-15
Chapman Financial Group, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$13.9K (+$2.0K)
Filed 2026-10-26
MH & Associates Securities Management Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$12.6K (+$1.8K)
Filed 2026-10-30
Bank & Trust Co
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$12.2K (+$1.7K)
Filed 2026-10-07
Centerpoint Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$12 (+$2)
Filed 2026-11-05
PlanVest Financial, Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$11.9K (+$1.7K)
Filed 2026-11-09
KFG LLC
NEW
Shares27
Change+27
Value$11.4K
Filed 2026-11-02
Old Second National Bank of Aurora
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$11.4K (+$1.6K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$10.5K (+$1.5K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares23 from 21
Change+2 (+10%)
Value$9.7K (+$2.1K)
Filed 2026-10-07
Caitong International Asset Management Co., Ltd
NEW
Shares22
Change+22
Value$9.3K
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares22 from 35
Change-13 (-37%)
Value$9.5K (-$3.3K)
Filed 2026-11-04
Guardian Partners Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$8.4K (+$1.2K)
Filed 2026-10-21
Horizon Financial Services, LLC
DECREASED
Shares19 from 169
Change-150 (-89%)
Value$8.0K (-$53.2K)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
NEW
Shares18
Change+18
Value$7.6K
Filed 2026-11-03
Alerus Financial NA
DECREASED
Shares18 from 27
Change-9 (-33%)
Value$7.6K (-$2.2K)
Filed 2026-11-09
Your Advocates Ltd., LLP
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$7.6K (+$1.1K)
Filed 2026-11-03
Bear Mountain Capital, Inc.
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$7.8K (+$1.4K)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares15
Change+15
Value$6.3K
Filed 2026-10-27
Torren Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$6.5K (+$920)
Filed 2026-10-29
Fiduciary Advisors, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$6.3K (+$891)
Filed 2026-10-16
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$5.9K (+$832)
Filed 2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares13 from 49
Change-36 (-73%)
Value$5.5K (-$13.2K)
Filed 2026-10-14
Paladin Advisory Group, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$5.5K (+$772)
Filed 2026-11-09
Roble, Belko & Company, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$5 (+$1)
Filed 2026-11-09
Lloyd Advisory Services, Llc.
DECREASED
Shares11 from 314
Change-303 (-96%)
Value$4.7K (-$108.9K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares10 from 30
Change-20 (-67%)
Value$4.2K (-$6.6K)
Filed 2026-10-28
Legacy Bridge, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.2K (+$594)
Filed 2026-10-28
Granite FO LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.2K (+$594)
Filed 2026-10-14
PayPay Securities Corp
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.8K (+$535)
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares7
Change+7
Value$3.0K
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$3.0K (+$1.1K)
Filed 2026-10-20
Highland Investment Advisors LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$3.1K (+$447)
Filed 2026-11-09
Advantage Trust Co
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.5K (+$356)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$2.1K (+$660)
Filed 2026-10-28
Phillip James Consulting Co.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$2.1K (+$297)
Filed 2026-11-03
Palladiem, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.7K (+$238)
Filed 2026-11-09
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.7K (+$238)
Filed 2026-11-02
POM Investment Strategies, LLC
DECREASED
Shares3 from 6
Change-3 (-50%)
Value$1.3K (-$908)
Filed 2026-10-20
Kings Path Partners LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.3K (+$179)
Filed 2026-10-21
Atlantic Private Wealth, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.3K (+$179)
Filed 2026-11-09
Noble Wealth Management PBC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.3K (+$179)
Filed 2026-10-01
NorthAvenue LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$844 (+$119)
Filed 2026-10-29
Kinsale Capital Group, Inc.
CLOSED
Shares0 from 42,075
Change-42,075 (-100%)
Value$0 (-$15.2M)
Filed 2026-11-04
Diversified Trust Co
CLOSED
Shares0 from 33,837
Change-33,837 (-100%)
Value$0 (-$12.3M)
Filed 2026-11-06
General American Investors Co Inc
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$7.2M)
Filed 2026-11-02
Leibman Financial Services, Inc.
CLOSED
Shares0 from 11,566
Change-11,566 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-13
Imc-Chicago, LLC
CLOSED
Shares0 from 8,927
Change-8,927 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-05
Econ Financial Services Corp
CLOSED
Shares0 from 8,580
Change-8,580 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-19
Check Capital Management Inc
CLOSED
Shares0 from 7,770
Change-7,770 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-05
Bochk Asset Management Ltd
CLOSED
Shares0 from 5,500
Change-5,500 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-29
OMC Financial Services LTD
CLOSED
Shares0 from 5,475
Change-5,475 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,281
Change-5,281 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Wellington Shields & Co., LLC
CLOSED
Shares0 from 4,929
Change-4,929 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
111 Capital
CLOSED
Shares0 from 3,851
Change-3,851 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,578
Change-3,578 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 3,334
Change-3,334 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Hartline Investment Corp/
CLOSED
Shares0 from 2,975
Change-2,975 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-29
B&D White Capital Company, LLC
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$941.5K)
Filed 2026-11-02
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 2,354
Change-2,354 (-100%)
Value$0 (-$852.5K)
Filed 2026-10-28
Tobam
CLOSED
Shares0 from 2,289
Change-2,289 (-100%)
Value$0 (-$829.0K)
Filed 2026-11-03
Waycross Partners, LLC
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$814.8K)
Filed 2026-11-03
Saxon Interests, Inc.
CLOSED
Shares0 from 1,891
Change-1,891 (-100%)
Value$0 (-$684.8K)
Filed 2026-10-26
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,698
Change-1,698 (-100%)
Value$0 (-$614.9K)
Filed 2026-10-23
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,471
Change-1,471 (-100%)
Value$0 (-$532.7K)
Filed 2026-11-06
Park Place Capital Corp
CLOSED
Shares0 from 1,208
Change-1,208 (-100%)
Value$0 (-$437.6K)
Filed 2026-11-09
Sunpointe, LLC
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$378.4K)
Filed 2026-10-22
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$362.1K)
Filed 2026-10-19
PCG Asset Management, LLC
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$312.9K)
Filed 2026-11-05
RDA Financial Network
CLOSED
Shares0 from 836
Change-836 (-100%)
Value$0 (-$302.9K)
Filed 2026-10-15
Apeiron RIA LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$298.7K)
Filed 2026-10-08
A4 Wealth Advisors LLC
CLOSED
Shares0 from 809
Change-809 (-100%)
Value$0 (-$293.0K)
Filed 2026-10-20
CenterStar Asset Management, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$289.6K)
Filed 2026-10-09
Gallacher Capital Management LLC
CLOSED
Shares0 from 797
Change-797 (-100%)
Value$0 (-$288.5K)
Filed 2026-10-30
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$266.9K)
Filed 2026-11-05
Zinnia Wealth Advisory, LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$240.6K)
Filed 2026-11-06
J.M. Arbour, LLC
CLOSED
Shares0 from 663
Change-663 (-100%)
Value$0 (-$240.1K)
Filed 2026-11-05
St. Louis Trust Co
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$271.7K)
Filed 2026-11-03
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$232.5K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-27
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 617
Change-617 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-26
Hoge Financial Services, LLC
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$217.5K)
Filed 2026-11-05
Poehling Capital Management, Inc.
CLOSED
Shares0 from 564
Change-564 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-20
Core Wealth Partners LLC
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$203.3K)
Filed 2026-11-02
Sherman Asset Management, Inc.
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$187.9K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$148.1K)
Filed 2026-10-13
One River Asset Management, LLC
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$107.9K)
Filed 2026-10-21
Gill Capital Partners, LLC
CLOSED
Shares0 from 291
Change-291 (-100%)
Value$0 (-$105.4K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$93.5K)
Filed 2026-10-23
Syntax Research, Inc.
CLOSED
Shares0 from 237
Change-237 (-100%)
Value$0 (-$85.8K)
Filed 2026-11-04
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$84.0K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$80.2K)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$73.0K)
Filed 2026-11-06
Solstein Capital, LLC
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$48.2K)
Filed 2026-11-02
Atlatl Advisers LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$38.0K)
Filed 2026-10-22
Robinswood Financial LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$36.5K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-29
Whipplewood Advisors, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-20
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-03
Decker Retirement Planning Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-19
Peterson Wealth Services
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-16
Sankala Group LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$427)
Filed 2026-11-09
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.2M (+$527.8K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 49,362,016
Change-49,362,016 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 35,250,101
Change-35,250,101 (-100%)
Value—
State Street Corp
N/A
Shares— from 30,560,537
Change-30,560,537 (-100%)
Value—
Capital World Investors
N/A
Shares— from 29,075,329
Change-29,075,329 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 16,320,446
Change-16,320,446 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 15,034,038
Change-15,034,038 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 14,853,366
Change-14,853,366 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,653,692
Change-13,653,692 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,235,462
Change-7,235,462 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 6,756,962
Change-6,756,962 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 6,272,625
Change-6,272,625 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,200,994
Change-6,200,994 (-100%)
Value—
Norges Bank
N/A
Shares— from 5,625,584
Change-5,625,584 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,390,910
Change-5,390,910 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,058,830
Change-5,058,830 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,328,785
Change-4,328,785 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,130,732
Change-4,130,732 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,956,992
Change-3,956,992 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,816,942
Change-3,816,942 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,588,484
Change-3,588,484 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,491,822
Change-3,491,822 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,308,695
Change-3,308,695 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 3,080,875
Change-3,080,875 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,915,257
Change-2,915,257 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,742,271
Change-2,742,271 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 2,715,656
Change-2,715,656 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,345,865
Change-2,345,865 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,033,759
Change-2,033,759 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,897,321
Change-1,897,321 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,689,843
Change-1,689,843 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,668,778
Change-1,668,778 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,602,419
Change-1,602,419 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,548,229
Change-1,548,229 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,520,393
Change-1,520,393 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,496,206
Change-1,496,206 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,385,321
Change-1,385,321 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,372,553
Change-1,372,553 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,365,550
Change-1,365,550 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,321,585
Change-1,321,585 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,290,217
Change-1,290,217 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,286,149
Change-1,286,149 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,219,518
Change-1,219,518 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,170,547
Change-1,170,547 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,150,794
Change-1,150,794 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,131,395
Change-1,131,395 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,128,681
Change-1,128,681 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,094,241
Change-1,094,241 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 963,209
Change-963,209 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 909,380
Change-909,380 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 904,954
Change-904,954 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 893,898
Change-893,898 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 851,550
Change-851,550 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 823,638
Change-823,638 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 821,365
Change-821,365 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 816,257
Change-816,257 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 703,984
Change-703,984 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 646,798
Change-646,798 (-100%)
Value—
Boston Partners
N/A
Shares— from 637,923
Change-637,923 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 636,122
Change-636,122 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 632,302
Change-632,302 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 632,025
Change-632,025 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 613,694
Change-613,694 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 592,725
Change-592,725 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 587,270
Change-587,270 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 578,474
Change-578,474 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 529,613
Change-529,613 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 516,543
Change-516,543 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 516,533
Change-516,533 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 483,751
Change-483,751 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 471,833
Change-471,833 (-100%)
Value—
Aviva PLC
N/A
Shares— from 471,664
Change-471,664 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 460,749
Change-460,749 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 444,842
Change-444,842 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 430,230
Change-430,230 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 425,632
Change-425,632 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 420,259
Change-420,259 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 401,226
Change-401,226 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 393,076
Change-393,076 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 381,869
Change-381,869 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 369,086
Change-369,086 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 361,063
Change-361,063 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 349,667
Change-349,667 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 343,610
Change-343,610 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 339,825
Change-339,825 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 333,544
Change-333,544 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 326,887
Change-326,887 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 325,992
Change-325,992 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 320,675
Change-320,675 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 315,585
Change-315,585 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 304,371
Change-304,371 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 300,064
Change-300,064 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 300,007
Change-300,007 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 299,765
Change-299,765 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 293,442
Change-293,442 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 287,659
Change-287,659 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 286,690
Change-286,690 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 281,000
Change-281,000 (-100%)
Value—
&partners
N/A
Shares— from 280,838
Change-280,838 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 280,510
Change-280,510 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 278,608
Change-278,608 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 278,356
Change-278,356 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 275,433
Change-275,433 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 269,926
Change-269,926 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 266,650
Change-266,650 (-100%)
Value—
Commerce Bank
N/A
Shares— from 256,448
Change-256,448 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 245,317
Change-245,317 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 240,318
Change-240,318 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 238,092
Change-238,092 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 236,929
Change-236,929 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 234,207
Change-234,207 (-100%)
Value—
Man Group plc
N/A
Shares— from 234,023
Change-234,023 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 229,917
Change-229,917 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 226,396
Change-226,396 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 224,652
Change-224,652 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 212,074
Change-212,074 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 210,024
Change-210,024 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 209,478
Change-209,478 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 208,180
Change-208,180 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 205,192
Change-205,192 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 201,107
Change-201,107 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 197,671
Change-197,671 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 195,409
Change-195,409 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 188,288
Change-188,288 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 181,652
Change-181,652 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 178,875
Change-178,875 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 177,770
Change-177,770 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 176,220
Change-176,220 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 173,024
Change-173,024 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 169,380
Change-169,380 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 167,825
Change-167,825 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 164,151
Change-164,151 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 162,127
Change-162,127 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 159,700
Change-159,700 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 157,741
Change-157,741 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 156,955
Change-156,955 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 156,088
Change-156,088 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 151,362
Change-151,362 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 151,355
Change-151,355 (-100%)
Value—
Blair William & Co
N/A
Shares— from 150,777
Change-150,777 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 145,549
Change-145,549 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 143,155
Change-143,155 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 141,894
Change-141,894 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 138,472
Change-138,472 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 136,508
Change-136,508 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 136,347
Change-136,347 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 135,976
Change-135,976 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 131,323
Change-131,323 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 128,052
Change-128,052 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 122,834
Change-122,834 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 118,830
Change-118,830 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 113,643
Change-113,643 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 112,278
Change-112,278 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 110,106
Change-110,106 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 110,074
Change-110,074 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 109,731
Change-109,731 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 109,431
Change-109,431 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 108,053
Change-108,053 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 107,659
Change-107,659 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 105,365
Change-105,365 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 104,523
Change-104,523 (-100%)
Value—
Diadema Partners LP
N/A
Shares— from 102,701
Change-102,701 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 100,869
Change-100,869 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 99,402
Change-99,402 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 98,650
Change-98,650 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 97,240
Change-97,240 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 96,817
Change-96,817 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 96,618
Change-96,618 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 96,026
Change-96,026 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 95,907
Change-95,907 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 94,325
Change-94,325 (-100%)
Value—
Stephens Inc
N/A
Shares— from 93,841
Change-93,841 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 93,659
Change-93,659 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 93,040
Change-93,040 (-100%)
Value—
IAT Reinsurance Co Ltd.
N/A
Shares— from 92,500
Change-92,500 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 91,350
Change-91,350 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 91,008
Change-91,008 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 90,924
Change-90,924 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 90,846
Change-90,846 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 88,118
Change-88,118 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 87,964
Change-87,964 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 87,741
Change-87,741 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 87,346
Change-87,346 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 87,079
Change-87,079 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 87,050
Change-87,050 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 85,085
Change-85,085 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 85,020
Change-85,020 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 83,980
Change-83,980 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 83,929
Change-83,929 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 83,520
Change-83,520 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 81,951
Change-81,951 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 80,855
Change-80,855 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 79,642
Change-79,642 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 79,344
Change-79,344 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 78,004
Change-78,004 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 75,832
Change-75,832 (-100%)
Value—
Summitry LLC
N/A
Shares— from 75,057
Change-75,057 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 74,744
Change-74,744 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 74,607
Change-74,607 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 74,159
Change-74,159 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 73,921
Change-73,921 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 73,641
Change-73,641 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 72,087
Change-72,087 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 70,291
Change-70,291 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 70,256
Change-70,256 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 69,904
Change-69,904 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 69,065
Change-69,065 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 69,010
Change-69,010 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 68,799
Change-68,799 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 65,685
Change-65,685 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 65,451
Change-65,451 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 63,607
Change-63,607 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 62,656
Change-62,656 (-100%)
Value—
FIL Ltd
N/A
Shares— from 60,082
Change-60,082 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 59,210
Change-59,210 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 59,096
Change-59,096 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 59,073
Change-59,073 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 58,532
Change-58,532 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 57,233
Change-57,233 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 56,544
Change-56,544 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 56,484
Change-56,484 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 55,700
Change-55,700 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 55,311
Change-55,311 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 54,394
Change-54,394 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 53,947
Change-53,947 (-100%)
Value—
Allstate Corp
N/A
Shares— from 52,252
Change-52,252 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 51,678
Change-51,678 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 51,552
Change-51,552 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 50,553
Change-50,553 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 50,516
Change-50,516 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 50,310
Change-50,310 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 49,645
Change-49,645 (-100%)
Value—
Prudential PLC
N/A
Shares— from 49,223
Change-49,223 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 48,620
Change-48,620 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 48,550
Change-48,550 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 48,477
Change-48,477 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 48,450
Change-48,450 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 48,313
Change-48,313 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 48,246
Change-48,246 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 48,114
Change-48,114 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 47,883
Change-47,883 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 47,809
Change-47,809 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 47,768
Change-47,768 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 46,601
Change-46,601 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 46,233
Change-46,233 (-100%)
Value—
BNP Paribas
N/A
Shares— from 44,979
Change-44,979 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 44,163
Change-44,163 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 43,405
Change-43,405 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 43,308
Change-43,308 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 42,764
Change-42,764 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 41,925
Change-41,925 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 41,908
Change-41,908 (-100%)
Value—
ING Groep NV
N/A
Shares— from 40,912
Change-40,912 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 39,480
Change-39,480 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 38,812
Change-38,812 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 38,445
Change-38,445 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 38,166
Change-38,166 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 37,880
Change-37,880 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 37,735
Change-37,735 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 37,717
Change-37,717 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 37,380
Change-37,380 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 37,277
Change-37,277 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 37,047
Change-37,047 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 36,725
Change-36,725 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 36,460
Change-36,460 (-100%)
Value—
Ossiam
N/A
Shares— from 36,294
Change-36,294 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 35,484
Change-35,484 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 35,209
Change-35,209 (-100%)
Value—
United Bank
N/A
Shares— from 34,754
Change-34,754 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 34,660
Change-34,660 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 34,637
Change-34,637 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 34,309
Change-34,309 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 34,111
Change-34,111 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 33,956
Change-33,956 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 33,791
Change-33,791 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,595
Change-33,595 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 33,159
Change-33,159 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 32,896
Change-32,896 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 32,852
Change-32,852 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 32,649
Change-32,649 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 32,361
Change-32,361 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 31,795
Change-31,795 (-100%)
Value—
Allianz SE
N/A
Shares— from 31,246
Change-31,246 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 31,241
Change-31,241 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 31,140
Change-31,140 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 30,957
Change-30,957 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 30,517
Change-30,517 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 30,322
Change-30,322 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 29,763
Change-29,763 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 29,505
Change-29,505 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 29,075
Change-29,075 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 28,767
Change-28,767 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 28,753
Change-28,753 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 28,369
Change-28,369 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 28,142
Change-28,142 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 27,043
Change-27,043 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 26,885
Change-26,885 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 26,566
Change-26,566 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 26,513
Change-26,513 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 26,442
Change-26,442 (-100%)
Value—
Sector Gamma AS
N/A
Shares— from 26,281
Change-26,281 (-100%)
Value—
Simmons Bank
N/A
Shares— from 26,161
Change-26,161 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,957
Change-25,957 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 25,893
Change-25,893 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 25,458
Change-25,458 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 25,196
Change-25,196 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 25,029
Change-25,029 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 24,965
Change-24,965 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 24,945
Change-24,945 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 24,845
Change-24,845 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,522
Change-24,522 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,477
Change-24,477 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 24,371
Change-24,371 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 24,312
Change-24,312 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,293
Change-24,293 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 24,183
Change-24,183 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 24,096
Change-24,096 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 24,058
Change-24,058 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 23,940
Change-23,940 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 23,570
Change-23,570 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 23,015
Change-23,015 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 22,037
Change-22,037 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 22,033
Change-22,033 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 21,869
Change-21,869 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 21,433
Change-21,433 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 21,288
Change-21,288 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 21,267
Change-21,267 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 21,171
Change-21,171 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 21,120
Change-21,120 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 20,809
Change-20,809 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 20,628
Change-20,628 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 20,620
Change-20,620 (-100%)
Value—
Calydon Capital
N/A
Shares— from 20,308
Change-20,308 (-100%)
Value—
GordonMD Global Investments LP
N/A
Shares— from 20,212
Change-20,212 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,040
Change-20,040 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 19,820
Change-19,820 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 19,810
Change-19,810 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,430
Change-19,430 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 19,385
Change-19,385 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,357
Change-19,357 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 19,312
Change-19,312 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 19,162
Change-19,162 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 19,066
Change-19,066 (-100%)
Value—
Capital International LTD
N/A
Shares— from 19,011
Change-19,011 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 18,865
Change-18,865 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 18,788
Change-18,788 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,729
Change-18,729 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 18,721
Change-18,721 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 18,674
Change-18,674 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 18,501
Change-18,501 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 18,488
Change-18,488 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 18,379
Change-18,379 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 18,358
Change-18,358 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 18,341
Change-18,341 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 18,289
Change-18,289 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 18,128
Change-18,128 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 17,944
Change-17,944 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 17,735
Change-17,735 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,422
Change-17,422 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 17,380
Change-17,380 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 17,354
Change-17,354 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 17,305
Change-17,305 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 17,289
Change-17,289 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 17,229
Change-17,229 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 17,101
Change-17,101 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 17,047
Change-17,047 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 16,770
Change-16,770 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 16,650
Change-16,650 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 16,519
Change-16,519 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 16,454
Change-16,454 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 16,452
Change-16,452 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,412
Change-16,412 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 16,256
Change-16,256 (-100%)
Value—
FCA Corp
N/A
Shares— from 16,245
Change-16,245 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 16,121
Change-16,121 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 15,782
Change-15,782 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 15,764
Change-15,764 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,401
Change-15,401 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 15,261
Change-15,261 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 15,102
Change-15,102 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 14,885
Change-14,885 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 14,768
Change-14,768 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 14,748
Change-14,748 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,616
Change-14,616 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,567
Change-14,567 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,538
Change-14,538 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 14,486
Change-14,486 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 14,355
Change-14,355 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 14,303
Change-14,303 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 14,287
Change-14,287 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 14,119
Change-14,119 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 14,091
Change-14,091 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 14,074
Change-14,074 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 14,063
Change-14,063 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 14,051
Change-14,051 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 14,041
Change-14,041 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,902
Change-13,902 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 13,889
Change-13,889 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 13,782
Change-13,782 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 13,775
Change-13,775 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,560
Change-13,560 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 13,480
Change-13,480 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,416
Change-13,416 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,208
Change-13,208 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 13,171
Change-13,171 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 13,012
Change-13,012 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 12,935
Change-12,935 (-100%)
Value—
Dodge & COX
N/A
Shares— from 12,817
Change-12,817 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,802
Change-12,802 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 12,724
Change-12,724 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 12,531
Change-12,531 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12,495
Change-12,495 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,238
Change-12,238 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 12,224
Change-12,224 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 12,190
Change-12,190 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Bank OZK
N/A
Shares— from 11,793
Change-11,793 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 11,698
Change-11,698 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 11,630
Change-11,630 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 11,539
Change-11,539 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 11,431
Change-11,431 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 11,280
Change-11,280 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 11,201
Change-11,201 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 10,978
Change-10,978 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,939
Change-10,939 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,651
Change-10,651 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,528
Change-10,528 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 10,471
Change-10,471 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 10,453
Change-10,453 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 10,368
Change-10,368 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,322
Change-10,322 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 10,242
Change-10,242 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,149
Change-10,149 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 9,730
Change-9,730 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 9,650
Change-9,650 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 9,427
Change-9,427 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 9,297
Change-9,297 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 9,210
Change-9,210 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 9,098
Change-9,098 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 9,034
Change-9,034 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 8,961
Change-8,961 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 8,954
Change-8,954 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 8,944
Change-8,944 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 8,507
Change-8,507 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 8,431
Change-8,431 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8,416
Change-8,416 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 8,409
Change-8,409 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 8,386
Change-8,386 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 8,375
Change-8,375 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 8,334
Change-8,334 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,119
Change-8,119 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,972
Change-7,972 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 7,878
Change-7,878 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 7,793
Change-7,793 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 7,793
Change-7,793 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 7,631
Change-7,631 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 7,484
Change-7,484 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 7,363
Change-7,363 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 7,136
Change-7,136 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 6,736
Change-6,736 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 6,635
Change-6,635 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 6,610
Change-6,610 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 6,582
Change-6,582 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,527
Change-6,527 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 6,520
Change-6,520 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,905
Change-5,905 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 5,619
Change-5,619 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,459
Change-5,459 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 5,292
Change-5,292 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 5,266
Change-5,266 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 5,099
Change-5,099 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 5,076
Change-5,076 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,935
Change-4,935 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 4,732
Change-4,732 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 4,148
Change-4,148 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,432
Change-3,432 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,979
Change-2,979 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,732
Change-2,732 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,229
Change-1,229 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 996
Change-996 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 994
Change-994 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 967
Change-967 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 957
Change-957 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 956
Change-956 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 925
Change-925 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 923
Change-923 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 922
Change-922 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 893
Change-893 (-100%)
Value—
Corient IA LP
N/A
Shares— from 890
Change-890 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 889
Change-889 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 882
Change-882 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 846
Change-846 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
S&CO Inc
N/A
Shares— from 834
Change-834 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 794
Change-794 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 773
Change-773 (-100%)
Value—
American Trust
N/A
Shares— from 771
Change-771 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 768
Change-768 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 751
Change-751 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 747
Change-747 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Invst, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 741
Change-741 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 731
Change-731 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 728
Change-728 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 712
Change-712 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 710
Change-710 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 692
Change-692 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 689
Change-689 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 687
Change-687 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 681
Change-681 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 674
Change-674 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 644
Change-644 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 614
Change-614 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 612
Change-612 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 595
Change-595 (-100%)
Value—
Ames National Corp
N/A
Shares— from 595
Change-595 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 588
Change-588 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 580
Change-580 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 573
Change-573 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 569
Change-569 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 558
Change-558 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 546
Change-546 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 491
Change-491 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 473
Change-473 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
S&T Bank
N/A
Shares— from 396
Change-396 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 379
Change-379 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 372
Change-372 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 346
Change-346 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 302
Change-302 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 279
Change-279 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 235
Change-235 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 233
Change-233 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 228
Change-228 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 208
Change-208 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 185
Change-185 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 117
Change-117 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 113
Change-113 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 81
Change-81 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Rogco, LP
N/A
Shares— from 74
Change-74 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 69
Change-69 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
EFG International AG
N/A
Shares— from 43
Change-43 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 30
Change-30 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 29
Change-29 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 6
Change-6 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Quarry LP
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED16,041,60215,696,068+345,534+2%$5.7B$6.7B+$1.1B2026-11-06
Amundi
INCREASED4,061,4133,890,189+171,224+4%$1.4B$1.7B+$303.2M2026-11-06
Bank of New York Mellon Corp
DECREASED3,648,1673,695,586-47,419-1%$1.3B$1.5B+$199.5M2026-11-05
Dimensional Fund Advisors LP
DECREASED3,391,6713,413,981-22,310-1%$1.2B$1.4B+$193.4M2026-11-04
Deutsche Bank Ag\
INCREASED2,562,2242,355,705+206,519+9%$853.0M$1.1B+$227.0M2026-11-06
Nordea Investment Management AB
INCREASED2,289,0942,239,516+49,578+2%$802.3M$970.3M+$168.0M2026-11-09
Fisher Asset Management, LLC
INCREASED1,691,6911,589,554+102,137+6%$575.6M$713.1M+$137.5M2026-11-06
Barclays PLC
INCREASED1,651,5741,326,673+324,901+24%$480.4M$696.2M+$215.7M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,565,7071,478,418+87,289+6%$535.4M$660.0M+$124.6M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,483,0241,520,877-37,853-2%$550.7M$625.1M+$74.4M2026-10-29
PNC Financial Services Group, Inc.
INCREASED1,216,7581,067,124+149,634+14%$386.4M$512.9M+$126.4M2026-11-06
LPL Financial LLC
DECREASED1,114,9381,188,164-73,226-6%$430.3M$470.0M+$39.7M2026-11-06
Assenagon Asset Management S.A.
INCREASED1,080,066191,247+888,819+465%$69.3M$455.3M+$386.0M2026-10-15
Citigroup Inc
DECREASED936,5151,020,869-84,354-8%$369.7M$394.8M+$25.1M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED811,229785,516+25,713+3%$284.5M$341.9M+$57.5M2026-11-03
Bank of Montreal
DECREASED790,666882,230-91,564-10%$319.5M$333.3M+$13.8M2026-11-09
Pictet Asset Management Holding SA
DECREASED770,033872,311-102,278-12%$315.6M$325.0M+$9.4M2026-11-03
ProShare Advisors LLC
INCREASED713,097697,030+16,067+2%$252.4M$300.6M+$48.2M2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED675,485580,049+95,436+16%$210.0M$284.7M+$74.7M2026-10-20
US Bancorp \de\
DECREASED662,082664,266-2,1840%$240.5M$279.1M+$38.5M2026-11-05
Smead Capital Management, Inc.
DECREASED586,504659,241-72,737-11%$238.7M$247.2M+$8.5M2026-10-16
LSV Asset Management
DECREASED566,369603,549-37,180-6%$218.6M$238.7M+$20.2M2026-11-06
Principal Financial Group Inc
DECREASED566,131614,341-48,210-8%$222.5M$238.6M+$16.2M2026-11-02
DekaBank Deutsche Girozentrale
DECREASED520,193711,647-191,454-27%$248.5K$220.6M+$220.3M2026-10-27
King Luther Capital Management Corp
DECREASED490,602493,165-2,563-1%$178.6M$206.8M+$28.2M2026-11-05
Aberdeen Group plc
INCREASED489,687489,514+173+0%$177.3M$206.4M+$29.1M2026-11-06
Neos Investment Management LLC
INCREASED464,149409,827+54,322+13%$148.4M$195.6M+$47.2M2026-11-04
KBC Group NV
INCREASED444,559382,676+61,883+16%$138.6M$187.4M+$48.8M2026-10-22
Fifth Third Bancorp
INCREASED438,712438,431+281+0%$158.8M$184.9M+$26.2M2026-11-05
Thrivent Financial for Lutherans
DECREASED432,991494,025-61,034-12%$178.9M$174.6M-$4.3M2026-11-05
New York State Teachers Retirement System
DECREASED408,070421,250-13,180-3%$152.5M$172.0M+$19.5M2026-10-22
PFA Pension, Forsikringsaktieselskab
INCREASED395,556368,066+27,490+7%$133.3M$166.7M+$33.4M2026-11-06
Handelsbanken Fonder AB
INCREASED380,113346,596+33,517+10%$125.5M$160.2M+$34.7M2026-11-09
Truist Financial Corp
DECREASED380,082394,190-14,108-4%$142.7M$160.2M+$17.5M2026-10-30
Danske Bank A/S
DECREASED378,028404,031-26,003-6%$146.3M$159.3M+$13.0M2026-11-09
CIBC Asset Management Inc
DECREASED374,394394,840-20,446-5%$143.0M$157.8M+$14.8M2026-11-05
Candriam S.C.A.
DECREASED352,483362,985-10,502-3%$131.3M$149.1M+$17.8M2026-11-03
Forum Financial Management, LP
DECREASED347,857348,009-1520%$126.0M$146.6M+$20.6M2026-10-16
Retirement Systems of Alabama
DECREASED343,291343,295-40%$124.3M$144.7M+$20.4M2026-11-04
Asset Management One Co., Ltd.
INCREASED342,657336,687+5,970+2%$121.9M$144.4M+$22.5M2026-10-27
Wealth Enhancement Advisory Services, LLC
DECREASED340,323464,220-123,897-27%$141.9M$109.1M-$32.9M2026-10-13
Beutel, Goodman & Co Ltd.
DECREASED335,540520,577-185,037-36%$188.5M$141.4M-$47.1M2026-11-04
Cardano Risk Management B.V.
INCREASED326,679260,359+66,320+25%$94.3M$137.7M+$43.4M2026-10-20
Swedbank AB
DECREASED326,420517,466-191,046-37%$187.4M$137.6M-$49.8M2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED324,455321,697+2,758+1%$116.5M$136.8M+$20.3M2026-10-20
Russell Investments Group, Ltd.
DECREASED305,174316,051-10,877-3%$114.3M$128.7M+$14.4M2026-11-06
Commonwealth Equity Services, LLC
DECREASED293,274309,478-16,204-5%$112.1M$123.6M+$11.5M2026-11-02
Creative Planning
INCREASED276,610258,171+18,439+7%$93.5M$116.6M+$23.1M2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED274,877276,377-1,500-1%$100.1M$115.9M+$15.8M2026-10-21
Daiwa Securities Group Inc.
INCREASED249,611249,252+359+0%$90.3M$105.2M+$15.0M2026-10-29
M&G Plc
DECREASED248,645289,819-41,174-14%$104.9M$104.9M+$13.7K2026-11-04
Eurizon Capital SGR S.p.A.
DECREASED248,243270,033-21,790-8%$97.8M$104.7M+$6.9M2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED243,747247,072-3,325-1%$89.5M$102.7M+$13.3M2026-10-05
Assetmark, Inc
DECREASED235,850248,532-12,682-5%$90.0M$99.4M+$9.4M2026-10-21
Keybank National Association
DECREASED230,772241,243-10,471-4%$87.4M$97.3M+$9.9M2026-11-04
Swiss Life Asset Management Ltd
INCREASED224,363209,837+14,526+7%$76.0M$94.6M+$18.6M2026-11-03
D.A. Davidson & Co.
DECREASED209,707212,286-2,579-1%$76.9M$88.4M+$11.5M2026-10-28
Achmea Investment Management B.V.
NEW195,003—+195,003——$82.3M—2026-10-30
SEB Asset Management AB
INCREASED194,501169,078+25,423+15%$61.2M$82.0M+$20.8M2026-11-04
J. Safra Sarasin Holding AG
DECREASED194,433206,411-11,978-6%$72.8M$68.8M-$4.0M2026-10-26
Sarasin & Partners LLP
DECREASED180,232343,948-163,716-48%$124.6M$76.0M-$48.6M2026-10-13
State of New Jersey Common Pension Fund D
UNCHANGED174,303174,30300%$63.1M$73.5M+$10.4M2026-11-05
Squarepoint Ops LLC
DECREASED174,295208,010-33,715-16%$75.3M$73.5M-$1.9M2026-11-09
Lansforsakringar Fondforvaltning AB (publ)
INCREASED169,909164,973+4,936+3%$59.7M$71.6M+$11.9M2026-11-09
Aaron Wealth Advisors LLC
DECREASED168,409173,851-5,442-3%$63.0M$71.0M+$8.0M2026-10-13
Nisa Investment Advisors, LLC
INCREASED167,256158,962+8,294+5%$57.6M$70.5M+$12.9M2026-10-20
Compagnie Lombard Odier SCmA
DECREASED164,693171,214-6,521-4%$62.0M$69.4M+$7.4M2026-11-04
MacKenzie Financial Corp
DECREASED164,508165,030-5220%$56.1M$69.3M+$13.3M2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED162,532176,962-14,430-8%$64.1M$68.5M+$4.4M2026-10-15
Mn Services Vermogensbeheer B.V.
INCREASED159,819157,019+2,800+2%$56.9M$67.4M+$10.5M2026-10-08
Bahl & Gaynor LLC
DECREASED156,410186,593-30,183-16%$67.6M$65.9M-$1.6M2026-11-05
Czech National Bank
INCREASED155,337153,622+1,715+1%$55.6M$65.5M+$9.8M2026-10-13
Vontobel Holding Ltd.
DECREASED153,442155,115-1,673-1%$56.2M$64.7M+$8.5M2026-10-16
Daymark Wealth Partners, LLC
INCREASED153,406150,438+2,968+2%$54.5M$64.7M+$10.2M2026-11-04
Arizona State Retirement System
INCREASED150,652149,581+1,071+1%$54.2M$63.5M+$9.3M2026-11-03
Jefferies Financial Group Inc.
DECREASED148,545239,779-91,234-38%$86.8M$62.6M-$24.2M2026-11-05
Rakuten Investment Management, Inc.
NEW143,877—+143,877——$61.0M—2026-10-30
Nykredit A/S
INCREASED140,905135,233+5,672+4%$49.0M$59.4M+$10.4M2026-11-06
UniSuper Management Pty Ltd
INCREASED140,324116,483+23,841+20%$42.2M$59.1M+$17.0M2026-10-26
Xponance LLC
INCREASED138,974133,818+5,156+4%$48.5M$58.6M+$10.1M2026-11-03
State of Michigan Retirement System
DECREASED135,797138,197-2,400-2%$50.0M$57.2M+$7.2M2026-10-27
GF Fund Management Co. Ltd.
DECREASED128,818129,406-5880%$46.9M$54.3M+$7.4M2026-10-26
IFM Investors Pty Ltd
INCREASED127,284122,804+4,480+4%$44.5M$53.7M+$9.2M2026-10-14
Oppenheimer & Co Inc
DECREASED122,138123,217-1,079-1%$44.6M$51.5M+$6.9M2026-10-26
SteelPeak Wealth, LLC
DECREASED120,157188,790-68,633-36%$68.4M$50.6M-$17.7M2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED119,444119,207+237+0%$43.2M$50.3M+$7.2M2026-11-03
Smith Chas P & Associates PA Cpas
DECREASED117,384117,774-3900%$42.6M$50.8M+$8.1M2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED112,79996,472+16,327+17%$34.9M$45.9M+$11.1M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED112,225107,825+4,400+4%$39.0M$47.3M+$8.3M2026-11-02
Annex Advisory Services, LLC
INCREASED111,41312,459+98,954+794%$4.5M$47.0M+$42.5M2026-10-16
Williams Jones Wealth Management, Llc.
INCREASED111,098110,298+800+1%$39.9M$46.8M+$6.9M2026-11-05
Great Lakes Advisors, LLC
INCREASED110,963107,992+2,971+3%$39.1M$46.8M+$7.7M2026-11-06
Kestra Advisory Services, LLC
INCREASED110,09479,199+30,895+39%$28.7M$46.4M+$17.7M2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED107,593108,300-707-1%$39.2M$45.4M+$6.1M2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED105,641103,640+2,001+2%$37.5M$44.5M+$7.0M2026-11-03
Meyer Handelman Co
DECREASED105,344111,120-5,776-5%$40.2M$44.4M+$4.2M2026-10-28
Verity & Verity, LLC
DECREASED103,786104,299-5130%$37.8M$43.7M+$6.0M2026-10-23
Carnegie Investment Counsel
DECREASED103,368103,528-1600%$37.5M$43.6M+$6.1M2026-10-20
Strs Ohio
DECREASED103,096113,098-10,002-9%$41.0M$43.5M+$2.5M2026-10-30
Beacon Investment Advisory Services, Inc.
DECREASED103,048104,988-1,940-2%$38.0M$43.4M+$5.4M2026-10-13
Amalgamated Bank
DECREASED102,480104,750-2,270-2%$37.9M$43.2M+$5.3M2026-10-23
Brookstone Capital Management
INCREASED100,61197,295+3,316+3%$35.2M$42.4M+$7.2M2026-10-22
Gateway Investment Advisers LLC
DECREASED99,599117,268-17,669-15%$42.5M$42.0M-$483.2K2026-10-13
TD Waterhouse Canada Inc.
DECREASED95,267103,282-8,015-8%$37.3M$38.8M+$1.5M2026-10-16
Modera Wealth Management, LLC
DECREASED93,11095,220-2,110-2%$34.5M$39.2M+$4.8M2026-10-28
Jmac Enterprises LLC
UNCHANGED90,73990,73900%$32.9M$38.2M+$5.4M2026-10-30
Pacific Heights Asset Management LLC
UNCHANGED90,00090,00000%$32.6M$37.9M+$5.3M2026-11-03
Conning Inc.
DECREASED89,932108,934-19,002-17%$39.4M$37.9M-$1.5M2026-10-27
Wealthfront Advisers LLC
INCREASED89,38184,152+5,229+6%$30.5M$37.7M+$7.2M2026-11-09
Mizuho Markets Americas LLC
NEW88,250—+88,250——$37.2M—2026-11-09
New York Life Investment Management LLC
INCREASED88,05586,677+1,378+2%$31.4M$37.1M+$5.7M2026-11-04
KCM Investment Advisors LLC
DECREASED87,15587,850-695-1%$31.8M$36.7M+$4.9M2026-10-27
Lido Advisors, LLC
INCREASED87,12077,970+9,150+12%$28.2M$36.7M+$8.5M2026-11-04
Virginia Retirement Systems ET Al
INCREASED85,90580,985+4,920+6%$29.3M$36.2M+$6.9M2026-10-28
Matrix Asset Advisors Inc
DECREASED83,919102,817-18,898-18%$37.2M$35.4M-$1.9M2026-10-13
Busey Bank
DECREASED81,68482,379-695-1%$29.8M$34.4M+$4.6M2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
INCREASED81,41863,977+17,441+27%$23.2M$34.3M+$11.2M2026-10-22
OP Asset Management Ltd
INCREASED81,29360,172+21,121+35%$21.8M$34.3M+$12.5M2026-11-05
Sterling Capital Management LLC
INCREASED80,86258,377+22,485+39%$21.1M$34.1M+$12.9M2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED80,54180,582-410%$29.2M$33.9M+$4.8M2026-10-29
Police & Firemen's Retirement System of New Jersey
DECREASED79,57680,871-1,295-2%$29.3M$33.5M+$4.3M2026-11-09
Midwest Trust Co
DECREASED77,16077,424-2640%$28.0M$32.5M+$4.5M2026-10-22
Crossmark Global Holdings, Inc.
INCREASED75,99240,262+35,730+89%$14.6M$32.0M+$17.5M2026-10-21
Kestra Private Wealth Services, LLC
DECREASED75,23879,392-4,154-5%$28.7M$31.7M+$3.0M2026-11-06
NorthCrest Asset Manangement, LLC
DECREASED72,66773,601-934-1%$26.8M$29.6M+$2.8M2026-10-13
China Universal Asset Management Co., Ltd.
INCREASED72,48572,203+282+0%$26.1M$30.7M+$4.6M2026-10-28
Avanza Fonder AB
INCREASED71,73463,010+8,724+14%$22.8M$30.2M+$7.4M2026-10-13
Absher Wealth Management, LLC
DECREASED71,19175,077-3,886-5%$27.2M$30.0M+$2.8M2026-11-02
Greatmark Investment Partners, Inc.
DECREASED70,74271,294-552-1%$25.8M$29.8M+$4.0M2026-10-28
Palisade Asset Management, LLC
DECREASED70,61672,776-2,160-3%$26.4M$29.8M+$3.4M2026-11-03
Valley Wealth Managers, Inc.
DECREASED70,40770,456-490%$25.5M$29.7M+$4.2M2026-10-09
Godsey & Gibb, Inc
DECREASED70,26171,580-1,319-2%$25.9M$29.6M+$3.7M2026-10-14
Avity Investment Management Inc.
DECREASED69,95876,186-6,228-8%$27.6M$29.5M+$1.9M2026-10-09
Calamos Advisors LLC
INCREASED69,87468,480+1,394+2%$24.8M$29.5M+$4.7M2026-11-02
Savant Capital, LLC
INCREASED69,57940,234+29,345+73%$15.0M$29.3M+$14.3M2026-11-06
Argent Capital Management LLC
DECREASED69,48672,032-2,546-4%$26.1M$29.3M+$3.2M2026-10-05
Raiffeisen Bank International AG
DECREASED68,24474,462-6,218-8%$26.8M$28.9M+$2.1M2026-10-28
Florida Trust Wealth Management Co
DECREASED67,87468,305-431-1%$24.7M$28.6M+$3.9M2026-11-05
Boston Trust Walden Corp
DECREASED67,13482,829-15,695-19%$30.0M$28.3M-$1.7M2026-10-30
Arbejdsmarkedets Tillaegspension
DECREASED66,88083,840-16,960-20%$30.4M$28.2M-$2.2M2026-10-30
Oregon Public Employees Retirement Fund
INCREASED66,46166,361+100+0%$24.0M$28.0M+$4.0M2026-10-30
Tamar Securities, LLC
DECREASED66,44367,995-1,552-2%$24.6M$28.0M+$3.4M2026-11-03
ABN Amro Investment Solutions
INCREASED65,20356,533+8,670+15%$20.5M$27.5M+$7.0M2026-10-21
Bokf, NA
DECREASED65,04067,477-2,437-4%$24.4M$27.4M+$3.0M2026-10-27
First Horizon Corp
DECREASED63,28963,631-342-1%$23.0M$26.7M+$3.6M2026-10-26
JLB & Associates Inc
DECREASED62,90964,097-1,188-2%$23.2M$22.8M-$430.2K2026-10-27
Pinnacle Associates LTD
INCREASED62,39062,102+288+0%$22.5M$26.3M+$3.8M2026-10-20
iA Global Asset Management Inc.
DECREASED61,96662,971-1,005-2%$22.8M$26.1M+$3.3M2026-10-29
Talbot Financial, LLC
INCREASED61,87560,423+1,452+2%$21.9M$26.1M+$4.2M2026-10-19
State of Alaska, Department of Revenue
DECREASED61,13662,806-1,670-3%$22.7M$25.8M+$3.0M2026-10-15
Illinois Municipal Retirement Fund
INCREASED60,99658,766+2,230+4%$21.3M$25.7M+$4.4M2026-11-05
Louisiana State Employees Retirement System
DECREASED60,70062,300-1,600-3%$22.6M$25.6M+$3.0M2026-10-20
Wesbanco Bank Inc
DECREASED60,64688,377-27,731-31%$32.0M$25.6M-$6.4M2026-11-04
Foster Victor Wealth Advisors, LLC
DECREASED59,87864,695-4,817-7%$23.0M$25.4M+$2.5M2026-10-21
CapWealth Advisors, LLC
INCREASED58,58158,570+11+0%$21.2M$24.7M+$3.5M2026-10-05
Ethic Inc.
INCREASED57,86356,184+1,679+3%$20.3M$24.4M+$4.0M2026-11-03
HB Wealth Management, LLC
INCREASED57,76756,408+1,359+2%$20.4M$24.3M+$3.9M2026-10-23
TCV Trust & Wealth Management, Inc.
DECREASED56,81757,322-505-1%$20.8M$23.9M+$3.2M2026-10-16
Oak Asset Management, LLC
DECREASED56,40057,752-1,352-2%$20.9M$23.8M+$2.9M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED56,21851,650+4,568+9%$18.7M$23.7M+$5.0M2026-10-16
GW Henssler & Associates LTD
DECREASED56,17256,900-728-1%$20.6M$23.7M+$3.1M2026-10-26
Congress Asset Management Co
DECREASED55,97657,526-1,550-3%$20.8M$23.6M+$2.8M2026-10-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED55,74858,035-2,287-4%$21.0M$23.5M+$2.5M2026-10-22
Factory Mutual Insurance Co
DECREASED55,70064,150-8,450-13%$23.2M$23.5M+$248.1K2026-10-30
Mutual of America Capital Management LLC
DECREASED55,63755,938-301-1%$20.3M$23.5M+$3.2M2026-10-23
Allworth Financial LP
INCREASED55,44053,858+1,582+3%$19.5M$20.1M+$572.7K2026-11-06
Torray Investment Partners LLC
DECREASED55,13659,771-4,635-8%$21.6M$23.2M+$1.6M2026-10-30
ASR Vermogensbeheer N.V.
INCREASED53,48851,004+2,484+5%$18.5M$22.5M+$4.1M2026-10-16
Generali Asset Management SPA SGR
INCREASED53,40148,754+4,647+10%$17.7M$22.5M+$4.9M2026-10-26
Heritage Investors Management Corp
DECREASED52,26153,423-1,162-2%$19.3M$22.0M+$2.7M2026-10-29
O'Keefe Stevens Advisory, Inc.
INCREASED52,25651,752+504+1%$18.7M$22.0M+$3.3M2026-10-09
Yousif Capital Management, LLC
INCREASED51,26651,233+33+0%$18.6M$21.6M+$3.1M2026-10-22
Profund Advisors LLC
DECREASED50,11651,320-1,204-2%$18.6M$21.1M+$2.5M2026-10-29
Hunter Associates Investment Management LLC
DECREASED50,02150,313-292-1%$18.2M$21.1M+$2.9M2026-10-26
Davenport & Co LLC
DECREASED49,63557,790-8,155-14%$20.9M$20.9M-$5.5K2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED49,29050,038-748-1%$18.1M$20.8M+$2.7M2026-10-23
Bailard, Inc.
DECREASED49,17649,586-410-1%$18.0M$20.7M+$2.8M2026-10-13
Vaughan David Investments LLC
DECREASED47,44749,416-1,969-4%$17.9M$20.0M+$2.1M2026-11-05
Nepsis Inc.
INCREASED47,00846,923+85+0%$17.0M$19.8M+$2.8M2026-10-13
Gradient Investments LLC
INCREASED46,43845,254+1,184+3%$16.4M$19.6M+$3.2M2026-10-08
YHB Investment Advisors, Inc.
INCREASED46,23945,813+426+1%$16.6M$19.5M+$2.9M2026-10-08
Tompkins Financial Corp
DECREASED45,82046,212-392-1%$16.7M$19.3M+$2.6M2026-10-05
Cullen T Bankers, Inc.
DECREASED45,33569,521-24,186-35%$25.2M$19.1M-$6.1M2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED45,07347,244-2,171-5%$17.1M$19.0M+$1.9M2026-10-23
Fidelity National Financial, Inc.
UNCHANGED45,00045,00000%$16.3M$19.0M+$2.7M2026-11-06
Mizuho Securities USA LLC
INCREASED44,14342,253+1,890+4%$15.3M$19.0M+$3.7M2026-11-09
Venture Visionary Partners LLC
INCREASED44,03042,758+1,272+3%$15.5M$18.6M+$3.1M2026-10-07
JGP Wealth Management, LLC
INCREASED43,39143,268+123+0%$15.7M$18.3M+$2.6M2026-10-13
Atria Investments, Inc
DECREASED43,30243,724-422-1%$15.8M$18.3M+$2.4M2026-10-15
Marco Investment Management LLC
INCREASED43,28143,180+101+0%$15.6M$18.2M+$2.6M2026-11-09
Crestwood Advisors Group, LLC
INCREASED42,77714,249+28,528+200%$5.2M$18.0M+$12.9M2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED42,46042,46000%$15.4M$17.9M+$2.5M2026-10-20
Farther Finance Advisors, LLC
INCREASED42,10934,711+7,398+21%$12.6M$17.7M+$5.2M2026-10-08
Wallington Asset Management, LLC
INCREASED41,84841,783+65+0%$15.1M$17.6M+$2.5M2026-11-04
Prospera Financial Services Inc
INCREASED41,61226,804+14,808+55%$9.7M$19.4M+$9.7M2026-11-04
Jacobs & Co
DECREASED41,19942,343-1,144-3%$15.3M$17.4M+$2.0M2026-10-09
First National Trust Co
DECREASED40,73642,011-1,275-3%$15.2M$17.2M+$2.0M2026-10-28
Merit Financial Group, LLC
INCREASED39,86431,151+8,713+28%$11.3M$16.8M+$5.5M2026-11-06
Clearstead Advisors, LLC
DECREASED39,63240,211-579-1%$14.6M$16.7M+$2.1M2026-11-06
Kepler Cheuvreux (Suisse) SA
INCREASED38,74025,387+13,353+53%$9.2M$16.3M+$7.1M2026-10-20
Vise Technologies, Inc.
NEW38,406—+38,406——$16.2M—2026-10-29
Alps Advisors Inc
INCREASED38,38420,994+17,390+83%$7.6M$16.2M+$8.6M2026-11-03
UMB Bank, n.a.
DECREASED38,28142,082-3,801-9%$15.2M$16.1M+$897.1K2026-11-06
Motley Fool Asset Management LLC
INCREASED37,88437,752+132+0%$13.7M$16.0M+$2.3M2026-10-27
Cornerstone Wealth Group, LLC
INCREASED37,60536,800+805+2%$13.3M$15.9M+$2.5M2026-11-02
Aviance Capital Partners, LLC
INCREASED37,24636,998+248+1%$13.4M$15.7M+$2.3M2026-10-29
Lmcg Investments, LLC
INCREASED37,02635,923+1,103+3%$13.0M$15.6M+$2.6M2026-10-21
Asset Advisors Investment Management, LLC
INCREASED36,93236,467+465+1%$13.2M$15.6M+$2.4M2026-10-19
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED36,71636,71600%$13.3M$15.5M+$2.2M2026-11-09
HFR Wealth Management, LLC
DECREASED36,58937,596-1,007-3%$13.6M$15.4M+$1.8M2026-11-09
Buck Wealth Strategies, LLC
DECREASED36,30039,968-3,668-9%$14.5M$15.3M+$827.7K2026-10-28
Lowe Brockenbrough & Co Inc
INCREASED36,25926,947+9,312+35%$9.8M$15.3M+$5.5M2026-11-09
Clifford Swan Investment Counsel LLC
DECREASED35,91236,058-1460%$13.1M$15.1M+$2.1M2026-11-05
Adams Asset Advisors, LLC
DECREASED35,81836,046-228-1%$13.1M$15.1M+$2.0M2026-10-08
Exchange Traded Concepts, LLC
INCREASED35,81022,775+13,035+57%$8.2M$15.1M+$6.8M2026-10-28
Naples Global Advisors, LLC
INCREASED35,23735,170+67+0%$12.7M$14.9M+$2.1M2026-11-05
American Assets Investment Management, LLC
UNCHANGED35,19035,19000%$12.7M$14.8M+$2.1M2026-10-30
B. Metzler seel. Sohn & Co. AG
DECREASED35,00639,041-4,035-10%$14.1M$14.8M+$617.8K2026-10-30
Brighton Jones LLC
INCREASED34,82634,281+545+2%$12.4M$14.7M+$2.3M2026-11-03
Thompson Siegel & Walmsley LLC
DECREASED34,75334,760-70%$12.6M$14.6M+$2.1M2026-11-05
Laurion Capital Management LP
NEW34,583—+34,583——$14.6M—2026-10-30
Bessemer Group Inc
INCREASED34,29331,001+3,292+11%$11.2M$14.5M+$3.2M2026-11-09
Bell Bank
DECREASED33,41433,672-258-1%$12.2M$14.1M+$1.9M2026-10-21
Hamilton Point Investment Advisors, LLC
INCREASED33,27233,116+156+0%$12.0M$14.0M+$2.0M2026-11-03
Philadelphia Trust Co
DECREASED33,16436,796-3,632-10%$13.3M$14.0M+$654.0K2026-11-05
American National Bank & Trust
DECREASED33,09334,999-1,906-5%$12.7M$13.9M+$1.3M2026-10-07
Maryland State Retirement & Pension System
INCREASED33,02729,158+3,869+13%$10.6M$13.9M+$3.4M2026-11-05
Ibex Wealth Advisors
INCREASED32,99531,655+1,340+4%$11.5M$13.9M+$2.4M2026-11-06
Benedict Financial Advisors Inc
DECREASED32,99533,255-260-1%$12.0M$13.9M+$1.9M2026-10-07
Tctc Holdings, LLC
DECREASED32,64032,646-60%$11.8M$13.8M+$1.9M2026-11-02
Central Trust Co
DECREASED32,29232,762-470-1%$11.9M$13.6M+$1.7M2026-11-05
Stablepoint Partners, LLC
INCREASED31,91731,144+773+2%$11.3M$13.5M+$2.2M2026-11-03
Citizens Financial Group Inc
DECREASED31,81833,247-1,429-4%$12.0M$13.4M+$1.4M2026-10-23
Soltis Investment Advisors LLC
INCREASED31,75029,172+2,578+9%$10.6M$13.4M+$2.8M2026-10-28
Principle Wealth Partners LLC
INCREASED31,70831,526+182+1%$11.4M$13.4M+$1.9M2026-11-02
Capital Investment Advisors, LLC
INCREASED31,61531,607+8+0%$11.4M$13.3M+$1.9M2026-10-22
United Asset Strategies, Inc.
DECREASED31,26932,654-1,385-4%$11.8M$13.2M+$1.4M2026-10-28
Greenwood Capital Associates LLC
INCREASED31,20830,169+1,039+3%$10.9M$13.2M+$2.2M2026-10-27
VAN Strum & Towne Inc.
DECREASED31,11431,250-1360%$11.3M$13.1M+$1.8M2026-11-06
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED30,78931,267-478-2%$11.3M$13.0M+$1.7M2026-11-06
Martin Capital Partners, LLC
INCREASED30,55230,426+126+0%$11.0M$12.9M+$1.9M2026-10-07
Salem Investment Counselors Inc
DECREASED30,23732,937-2,700-8%$11.9M$12.7M+$818.1K2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED29,74228,719+1,023+4%$10.4M$12.5M+$2.1M2026-10-14
Cohen Klingenstein LLC
DECREASED29,74031,270-1,530-5%$11.3M$12.5M+$1.2M2026-10-15
Wedbush Securities Inc
DECREASED29,66730,981-1,314-4%$11.2M$12.5M+$1.3M2026-10-22
Kintegral Advisory, LLC
INCREASED29,65629,489+167+1%$10.7M$12.5M+$1.8M2026-10-16
O'Brien Greene & Co. Inc
DECREASED29,62429,941-317-1%$10.8M$12.5M+$1.6M2026-11-05
Visionary Wealth Advisors
DECREASED29,46929,578-1090%$10.7M$12.4M+$1.7M2026-11-04
Independent Investors Inc
UNCHANGED29,17629,17600%$10.6M$12.3M+$1.7M2026-10-30
Linscomb Wealth, Inc.
DECREASED29,09329,620-527-2%$10.7M$12.3M+$1.5M2026-11-05
LVM Capital Management LTD
DECREASED29,08429,133-490%$10.6M$12.3M+$1.7M2026-10-20
Americana Partners, LLC
DECREASED29,05929,219-160-1%$10.6M$12.2M+$1.7M2026-10-28
Hartford Investment Management Co
DECREASED28,96929,842-873-3%$10.8M$12.2M+$1.4M2026-11-04
Vision Capital Management, Inc.
INCREASED28,77328,552+221+1%$10.3M$12.1M+$1.8M2026-10-20
Trust Co of Toledo NA
DECREASED28,65028,993-343-1%$10.5M$12.1M+$1.6M2026-10-16
Fisher Funds Management LTD
INCREASED28,24524,245+4,000+17%$8.8M$11.9M+$3.1M2026-10-13
GHP Investment Advisors, Inc.
DECREASED27,97328,143-170-1%$10.2M$11.8M+$1.6M2026-10-15
Parcion Private Wealth LLC
DECREASED27,78128,497-716-3%$10.3M$11.7M+$1.4M2026-10-28
Toth Financial Advisory Corp
DECREASED27,60828,421-813-3%$10.3M$11.6M+$1.3M2026-10-08
Avantax Planning Partners, Inc.
DECREASED27,57928,579-1,000-3%$10.3M$11.6M+$1.3M2026-11-03
Fusion Capital, LLC
INCREASED27,47426,906+568+2%$9.7M$11.6M+$1.8M2026-10-28
Park Avenue Securities LLC
DECREASED27,38327,835-452-2%$10.1M$11.5M+$1.5M2026-10-26
Globalt Investments LLC / GA
DECREASED26,95227,727-775-3%$10.0M$11.4M+$1.3M2026-10-27
SouthState Bank Corp
DECREASED26,82327,054-231-1%$9.8M$11.3M+$1.5M2026-11-09
Intech Investment Management LLC
DECREASED26,81831,159-4,341-14%$11.3M$11.3M+$20.8K2026-11-09
New Mexico Educational Retirement Board
UNCHANGED26,79526,79500%$9.7M$11.3M+$1.6M2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED26,71925,505+1,214+5%$9.2M$11.3M+$2.0M2026-11-05
Mattern Capital Management, LLC
DECREASED26,63628,008-1,372-5%$10.1M$11.2M+$1.1M2026-11-02
Schnieders Capital Management, Llc.
DECREASED26,62627,550-924-3%$10.0M$11.2M+$1.2M2026-11-09
Bridgelight Financial Advisors, Inc.
DECREASED26,11926,424-305-1%$9.6M$11.0M+$1.4M2026-10-20
Caldwell Trust Co
DECREASED26,06126,584-523-2%$9.6M$11.0M+$1.4M2026-10-30
Nordwand Advisors, LLC
INCREASED26,03426,022+12+0%$9.4M$11.0M+$1.6M2026-11-05
Welch & Forbes LLC
INCREASED25,96625,959+7+0%$9.4M$10.9M+$1.5M2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED25,80922,270+3,539+16%$8.1M$10.9M+$2.8M2026-10-29
Apollon Wealth Management, LLC
INCREASED25,73923,363+2,376+10%$8.5M$10.8M+$2.4M2026-10-23
Farmers & Merchants Investments Inc
DECREASED25,60025,625-250%$9.3M$10.8M+$1.5M2026-10-22
Cullinan Associates Inc
INCREASED25,56124,288+1,273+5%$8.8M$10.8M+$2.0M2026-11-03
Telos Capital Management, Inc.
DECREASED25,47625,990-514-2%$9.4M$10.7M+$1.3M2026-11-02
Fiduciary Alliance LLC
DECREASED25,37825,928-550-2%$9.4M$10.7M+$1.3M2026-10-13
Birch Capital Management, LLC
DECREASED25,37425,585-211-1%$9.3M$10.7M+$1.4M2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED25,19324,525+668+3%$8.9M$10.6M+$1.7M2026-10-16
First Fiduciary Investment Counsel, Inc.
DECREASED25,17025,171-10%$9.1M$10.6M+$1.5M2026-10-27
SeaBridge Investment Advisors LLC
INCREASED25,09723,819+1,278+5%$8.6M$10.6M+$2.0M2026-11-02
Greystone Financial Group, LLC
DECREASED25,08025,542-462-2%$9.2M$10.6M+$1.3M2026-10-26
Ledyard National Bank
DECREASED24,96625,394-428-2%$9.2M$10.5M+$1.3M2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED24,79924,79900%$9.0M$10.5M+$1.5M2026-10-30
Plato Investment Management Ltd
INCREASED24,79322,412+2,381+11%$8.1M$10.5M+$2.4M2026-11-05
Cambridge Advisors Inc.
INCREASED24,72824,621+107+0%$8.9M$10.4M+$1.5M2026-10-19
Diversify Advisory Services, LLC
INCREASED24,69222,302+2,390+11%$8.4M$10.7M+$2.3M2026-10-20
Diversify Wealth Management, LLC
INCREASED24,69222,302+2,390+11%$8.4M$10.7M+$2.3M2026-10-20
Arlington Financial Advisors, LLC
DECREASED24,68325,453-770-3%$9.2M$10.4M+$1.2M2026-10-19
Ag2r LA Mondiale Gestion D'actifs
INCREASED24,62923,768+861+4%$8.6M$10.4M+$1.8M2026-10-26
Oak Harvest Investment Services
INCREASED24,57023,953+617+3%$8.7M$10.4M+$1.7M2026-10-20
Eliot Finkel Investment Counsel, LLC
DECREASED24,51324,713-200-1%$8.9M$10.3M+$1.4M2026-11-03
Canada Post Corp Registered Pension Plan
INCREASED24,27423,296+978+4%$8.4M$10.3M+$1.8M2026-11-09
Brown, Lisle Ings, Inc.
UNCHANGED24,12124,12100%$8.7M$10.2M+$1.4M2026-10-16
Albion Financial Group
DECREASED23,91324,267-354-1%$8.8M$10.1M+$1.3M2026-10-21
Parsons Capital Management Inc
INCREASED23,59823,390+208+1%$8.5M$9.9M+$1.5M2026-10-28
Carnegie Lake Advisors LLC
UNCHANGED23,34523,34500%$8.5M$9.8M+$1.4M2026-11-06
Laurel Wealth Advisors LLC
DECREASED23,25323,543-290-1%$8.5M$9.8M+$1.3M2026-10-27
Harbor Investment Advisory, LLC
INCREASED23,22722,827+400+2%$8.3M$9.8M+$1.5M2026-10-13
Skba Capital Management LLC
DECREASED23,16023,860-700-3%$8.6M$9.8M+$1.1M2026-11-09
Global X Japan Co., Ltd.
DECREASED23,12827,085-3,957-15%$9.8M$9.7M-$59.3K2026-10-21
Acadian Asset Management LLC
INCREASED23,0193,017+20,002+663%$1.1M$9.7M+$8.6M2026-11-09
Burns J W & Co Inc
INCREASED22,89022,691+199+1%$8.2M$9.6M+$1.4M2026-10-20
Fideuram Asset Management (Ireland) dac
DECREASED22,87832,197-9,319-29%$11.2M$8.9M-$2.3M2026-10-29
Kwmg, LLC
INCREASED22,84422,623+221+1%$8.2M$9.6M+$1.4M2026-10-07
Everett Harris & Co
DECREASED22,83923,296-457-2%$8.4M$9.6M+$1.2M2026-10-28
Trust Co of Vermont
INCREASED22,81122,744+67+0%$8.2M$9.6M+$1.4M2026-10-21
Vest Financial, LLC
DECREASED22,76923,056-287-1%$8.3M$9.6M+$1.2M2026-10-21
Ellsworth Advisors, LLC
INCREASED22,75422,329+425+2%$8.0M$9.6M+$1.6M2026-10-15
Navalign, LLC
UNCHANGED22,71522,71500%$8.2M$9.6M+$1.3M2026-11-09
Mission Wealth Management, LP
DECREASED22,70625,436-2,730-11%$9.2M$9.6M+$359.7K2026-10-15
Adell Harriman & Carpenter Inc
INCREASED22,70322,188+515+2%$8.0M$9.6M+$1.5M2026-11-02
Royal Fund Management, LLC
INCREASED22,58522,196+389+2%$8.0M$9.5M+$1.5M2026-10-22
Leuthold Group, LLC
INCREASED22,40920,512+1,897+9%$7.4M$9.4M+$2.0M2026-11-04
North Star Investment Management Corp.
DECREASED22,06422,195-131-1%$8.0M$9.3M+$1.3M2026-10-27
Kesler, Norman & Wride, LLC
DECREASED22,06022,167-1070%$8.0M$9.3M+$1.3M2026-11-06
Associated Banc-Corp
DECREASED22,00822,395-387-2%$8.1M$9.3M+$1.2M2026-10-30
AlTi Global, Inc.
DECREASED22,00522,182-177-1%$8.0M$9.3M+$1.2M2026-11-09
MGO One Seven LLC
INCREASED21,75812,437+9,321+75%$4.5M$9.2M+$4.7M2026-10-28
Tokio Marine Asset Management Co LTD
INCREASED21,58120,481+1,100+5%$7.4M$9.1M+$1.7M2026-10-26
Kelsey Financial, LLC
DECREASED21,55321,792-239-1%$7.9M$9.1M+$1.2M2026-10-28
LEE Danner & Bass Inc
DECREASED21,54721,832-285-1%$7.9M$9.1M+$1.2M2026-10-27
Howard Capital Management, LLC
DECREASED21,44721,489-420%$7.8M$9.0M+$1.3M2026-10-16
Somerset Trust Co
DECREASED21,27421,352-780%$7.7M$9.0M+$1.2M2026-10-13
Sagespring Wealth Partners, LLC
INCREASED21,09718,256+2,841+16%$6.6M$8.9M+$2.3M2026-10-22
Simplify Asset Management Inc.
DECREASED20,91720,974-570%$7.6M$8.8M+$1.2M2026-10-27
Warren Street Wealth Advisors, LLC
INCREASED20,78720,698+89+0%$7.5M$8.8M+$1.3M2026-11-04
Kornitzer Capital Management Inc
INCREASED20,67220,396+276+1%$7.4M$8.7M+$1.3M2026-11-03
Columbia Asset Management
DECREASED20,65921,458-799-4%$7.8M$8.7M+$937.6K2026-10-19
Coldstream Capital Management Inc
INCREASED20,63219,733+899+5%$7.1M$8.7M+$1.6M2026-11-09
Columbus Macro, LLC
INCREASED20,37820,153+225+1%$7.3M$8.6M+$1.3M2026-10-14
NewSquare Capital LLC
INCREASED20,31919,514+805+4%$7.1M$8.6M+$1.5M2026-11-06
Wealthcare Advisory Partners LLC
INCREASED20,10015,360+4,740+31%$5.6M$8.5M+$2.9M2026-10-21
Dynamic Advisor Solutions LLC
DECREASED20,06720,237-170-1%$7.3M$8.5M+$1.1M2026-10-13
Capital Investment Counsel, LLC
DECREASED20,05920,071-120%$7.3M$8.5M+$1.2M2026-10-14
Gamma Investing LLC
INCREASED19,95118,395+1,556+8%$6.7M$8.4M+$1.7M2026-10-08
Argent Trust Co
DECREASED19,90020,391-491-2%$7.4M$8.4M+$1.0M2026-11-09
DLK Investment Management, LLC
INCREASED19,89119,109+782+4%$6.0M$8.4M+$2.4M2026-10-09
Hamel Associates, Inc.
DECREASED19,80720,068-261-1%$7.3M$8.3M+$1.1M2026-11-06
Romano Brothers and Company
DECREASED19,58419,859-275-1%$7.2M$8.3M+$1.1M2026-10-22
Argyle Capital Management, LLC
DECREASED19,33619,501-165-1%$7.1M$8.2M+$1.1M2026-10-28
Cadinha & Co LLC
INCREASED19,14518,865+280+1%$6.8M$8.1M+$1.2M2026-10-22
Towne Trust Company, N.a
DECREASED19,06219,650-588-3%$7.1M$8.0M+$919.2K2026-10-28
R.H. Dinel Investment Counsel, Inc.
DECREASED19,05019,325-275-1%$7.0M$8.0M+$1.0M2026-10-14
Inlet Private Wealth, LLC
UNCHANGED18,99418,99400%$6.9M$8.0M+$1.1M2026-10-21
Confluence Wealth Services, Inc.
INCREASED18,97617,600+1,376+8%$6.4M$8.0M+$1.6M2026-11-05
Ritholtz Wealth Management
INCREASED18,96317,383+1,580+9%$6.3M$8.0M+$1.7M2026-11-05
Leavell Investment Management, Inc.
INCREASED18,94717,935+1,012+6%$6.5M$8.0M+$1.5M2026-11-09
Integrated Advisors Network LLC
INCREASED18,89618,675+221+1%$6.8M$8.0M+$1.2M2026-10-20
SS&H Financial Advisors, Inc.
DECREASED18,85319,003-150-1%$6.9M$7.9M+$1.1M2026-10-28
Founders Capital Management, LLC
UNCHANGED18,82018,82000%$6.8M$7.9M+$1.1M2026-10-23
Sigma Planning Corp
INCREASED18,81614,019+4,797+34%$5.1M$7.9M+$2.9M2026-10-23
Penn Davis Mcfarland Inc
DECREASED18,72318,748-250%$6.8M$7.9M+$1.1M2026-10-23
Sitrin Capital Management LLC
DECREASED18,66718,814-147-1%$6.8M$7.9M+$1.1M2026-10-19
RFG Advisory, LLC
INCREASED18,61314,031+4,582+33%$5.1M$7.8M+$2.8M2026-11-03
Choreo, LLC
INCREASED18,59818,320+278+2%$6.6M$7.8M+$1.2M2026-10-28
Moors & Cabot, Inc.
INCREASED18,38214,884+3,498+24%$5.4M$7.7M+$2.4M2026-11-06
Occidental Asset Management, LLC
INCREASED18,33817,469+869+5%$6.3M$7.7M+$1.4M2026-11-05
Pinkerton Wealth, LLC
INCREASED18,26117,769+492+3%$6.3M$7.7M+$1.4M2026-10-29
EverSource Wealth Advisors, LLC
INCREASED18,19617,477+719+4%$6.3M$7.7M+$1.3M2026-11-04
XML Financial, LLC
DECREASED18,03418,659-625-3%$6.8M$7.6M+$844.7K2026-10-29
True Freedom Investing, LLC
INCREASED17,94917,242+707+4%$6.1M$7.6M+$1.5M2026-10-29
Chesley Taft & Associates LLC
DECREASED17,92418,897-973-5%$6.8M$7.6M+$712.2K2026-10-13
Tema Etfs LLC
DECREASED17,85226,231-8,379-32%$9.5M$7.5M-$2.0M2026-10-16
Thompson Investment Management, Inc.
DECREASED17,83018,002-172-1%$6.5M$7.5M+$996.7K2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED17,82713,327+4,500+34%$4.8M$7.5M+$2.7M2026-10-22
Cypress Capital Group
DECREASED17,80318,021-218-1%$6.5M$7.5M+$978.4K2026-11-03
Penobscot Investment Management Company, Inc.
INCREASED17,72316,503+1,220+7%$6.0M$7.5M+$1.5M2026-10-26
Trifecta Capital Advisors, LLC
INCREASED17,51316,502+1,011+6%$6.0M$7.4M+$1.4M2026-10-21
Obsidian CIO, LLC
DECREASED17,49218,327-835-5%$6.6M$7.4M+$736.5K2026-11-05
Valeo Financial Advisors, LLC
INCREASED17,42717,375+52+0%$6.3M$7.3M+$1.1M2026-10-08
Burney Co/
INCREASED16,99716,862+135+1%$6.1M$7.2M+$1.1M2026-10-15
Physicians Financial Services, Inc.
DECREASED16,91716,942-250%$6.1M$7.1M+$996.0K2026-11-04
Quadrant Capital Group LLC
INCREASED16,89916,658+241+1%$6.0M$7.0M+$944.4K2026-10-20
Perennial Advisors, LLC
DECREASED16,84617,507-661-4%$6.3M$7.1M+$760.8K2026-10-13
Kerusso Capital Management LLC
INCREASED16,82315,282+1,541+10%$5.5M$7.1M+$1.6M2026-10-27
Coastline Trust Co
DECREASED16,70617,028-322-2%$6.2M$7.0M+$875.6K2026-10-01
Regions Financial Corp
INCREASED16,66516,419+246+2%$5.9M$7.0M+$1.1M2026-11-05
Nations Financial Group Inc,
INCREASED16,65616,562+94+1%$6.0M$7.0M+$1.0M2026-11-05
Butensky & Cohen Financial Security, Inc
DECREASED16,65417,255-601-3%$6.2M$7.0M+$771.4K2026-10-13
Community Bank, N.A.
DECREASED16,59616,708-112-1%$6.1M$7.0M+$945.2K2026-11-06
Decker Wealth Management LLC
INCREASED16,57916,384+195+1%$5.9M$7.0M+$1.1M2026-10-09
North Dakota State Investment Board
INCREASED16,53215,994+538+3%$5.8M$7.0M+$1.2M2026-10-27
Nicholas Company, Inc.
UNCHANGED16,43516,43500%$6.0M$6.9M+$976.1K2026-11-05
Boston Common Asset Management, LLC
INCREASED16,37413,698+2,676+20%$5.0M$6.9M+$1.9M2026-10-13
First Citizens Bank & Trust Co
INCREASED16,3289,717+6,611+68%$3.5M$6.9M+$3.4M2026-10-14
PKO Investment Management Joint-Stock Co
DECREASED16,20016,400-200-1%$5.9M$6.8M+$889.7K2026-10-19
Level Four Advisory Services, LLC
INCREASED16,15515,638+517+3%$5.7M$6.8M+$1.1M2026-11-06
Central Bank & Trust Co
DECREASED16,06216,134-720%$5.8M$6.8M+$927.9K2026-10-09
J.W. Cole Advisors, Inc.
DECREASED15,94516,509-564-3%$6.0M$6.7M+$742.7K2026-11-05
Perigon Wealth Management, LLC
DECREASED15,89717,744-1,847-10%$6.4M$6.7M+$275.3K2026-10-22
Emerald Investment Advisers, LLC
INCREASED15,82515,256+569+4%$5.5M$6.7M+$1.1M2026-11-09
Stonebridge Financial Group, LLC
INCREASED15,82115,561+260+2%$5.6M$6.7M+$1.0M2026-10-01
Mcdonald Partners LLC
DECREASED15,80415,929-125-1%$5.8M$6.7M+$893.3K2026-11-03
Brady Family Wealth, LLC
DECREASED15,74516,692-947-6%$6.0M$6.6M+$592.3K2026-11-02
Sheets Smith Wealth Management
DECREASED15,72217,231-1,509-9%$6.2M$6.6M+$387.1K2026-10-16
Guardian Investment Management
DECREASED15,70516,205-500-3%$5.9M$6.6M+$751.7K2026-10-23
Resonant Capital Advisors, LLC
DECREASED15,60915,803-194-1%$5.7M$6.6M+$856.8K2026-10-15
AIA Group Ltd
DECREASED15,60721,029-5,422-26%$7.6M$6.6M-$1.0M2026-10-30
Greenleaf Trust
DECREASED15,54416,069-525-3%$5.8M$6.6M+$733.0K2026-10-29
Woodley Farra Manion Portfolio Management Inc
INCREASED15,50914,896+613+4%$5.4M$6.5M+$1.1M2026-11-05
Nwam LLC
DECREASED15,41616,081-665-4%$5.8M$6.5M+$674.7K2026-11-09
Prime Capital Investment Advisors, LLC
DECREASED15,31215,849-537-3%$5.7M$6.5M+$714.8K2026-10-20
Sawyer & Company, Inc
DECREASED15,22915,704-475-3%$5.7M$6.4M+$732.4K2026-10-21
Natixis
INCREASED15,1633,343+11,820+354%$1.2M$6.4M+$5.2M2026-11-06
Edmp, Inc.
DECREASED15,15915,552-393-3%$5.6M$6.4M+$758.1K2026-10-22
High Net Worth Advisory Group LLC
INCREASED15,15315,151+2+0%$5.5M$6.4M+$900.6K2026-10-26
ProVise Management Group, LLC
DECREASED15,15216,496-1,344-8%$6.0M$6.4M+$413.2K2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED15,10414,622+482+3%$5.3M$6.4M+$1.1M2026-10-23
Sage Capital Advisors,llc
INCREASED15,08715,056+31+0%$5.5M$6.4M+$907.2K2026-10-13
Global Wealth Management Investment Advisory, Inc.
DECREASED15,08116,701-1,620-10%$6.0M$6.4M+$308.9K2026-11-04
Advanced Asset Management Advisors Inc
UNCHANGED15,00015,00000%$5.4M$6.3M+$890.9K2026-10-20
Verdence Capital Advisors LLC
INCREASED14,93714,656+281+2%$5.3M$6.3M+$988.8K2026-10-26
Signaturefd, LLC
INCREASED14,86114,086+775+6%$5.1M$6.3M+$1.2M2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED14,84614,518+328+2%$5.3M$6.3M+$1.0M2026-11-05
Meridian Wealth Management, LLC
INCREASED14,82814,339+489+3%$5.2M$6.2M+$1.1M2026-11-05
AlphaCore Capital LLC
INCREASED14,56713,140+1,427+11%$4.8M$6.1M+$1.4M2026-11-04
R.H. Investment Group, LLC
INCREASED14,49914,477+22+0%$5.2M$6.1M+$869.1K2026-11-09
StrongBox Wealth, LLC
DECREASED14,44015,098-658-4%$5.5M$6.1M+$619.5K2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED14,36014,343+17+0%$5.2M$6.1M+$859.0K2026-10-22
Elyxium Wealth, LLC
INCREASED14,29614,252+44+0%$5.2M$6.0M+$865.0K2026-10-27
Parr Mcknight Wealth Management Group, LLC
DECREASED14,28114,946-665-4%$5.4M$6.0M+$607.4K2026-10-30
Morningstar Investment Management LLC
DECREASED14,27514,529-254-2%$5.1M$6.0M+$905.0K2026-11-09
Blue Square Asset Management, LLC
DECREASED14,27214,937-665-4%$5.4M$6.0M+$606.8K2026-11-02
Ball & Co Wealth Management Inc.
DECREASED14,27014,353-83-1%$5.2M$6.0M+$818.4K2026-11-05
Baker Avenue Asset Management, LP
DECREASED14,24815,621-1,373-9%$5.7M$6.0M+$349.1K2026-11-06
Vertrix Wealth Management, LLC
DECREASED14,24116,032-1,791-11%$5.8M$6.0M+$197.3K2026-10-13
Kimelman & Baird, LLC
UNCHANGED14,24014,24000%$5.2M$6.0M+$845.7K2026-11-03
New England Research & Management, Inc.
INCREASED14,21511,880+2,335+20%$4.3M$6.0M+$1.7M2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED14,21413,080+1,134+9%$4.7M$6.0M+$1.3M2026-10-27
Fragasso Financial Advisors Inc
INCREASED14,18511,714+2,471+21%$4.2M$5.9M+$1.6M2026-10-13
Ascent Wealth Partners, LLC
DECREASED14,08614,199-113-1%$5.1M$5.9M+$795.6K2026-10-23
Securian Asset Management, Inc
DECREASED14,08514,346-261-2%$5.3M$5.9M+$682.2K2026-11-06
Range Financial Group LLC
INCREASED13,96313,553+410+3%$4.9M$5.9M+$977.8K2026-10-21
Aire Advisors, LLC
INCREASED13,96213,940+22+0%$5.0M$5.9M+$837.1K2026-10-22
Ascentis Independent Advisors
NEW13,810—+13,810——$5.8M—2026-11-03
McGuire Investment Group, LLC
INCREASED13,79113,184+607+5%$4.8M$5.8M+$1.0M2026-10-23
Bfsg, LLC
DECREASED13,70113,879-178-1%$5.0M$5.8M+$749.5K2026-10-30
Sentry LLC
DECREASED13,69313,941-248-2%$5.0M$5.8M+$723.4K2026-10-30
PFG Advisors
DECREASED13,66614,633-967-7%$5.3M$5.8M+$461.6K2026-10-16
Joseph Group Capital Management
DECREASED13,61314,086-473-3%$5.1M$5.7M+$637.2K2026-11-04
E. Ohman J:or Asset Management AB
DECREASED13,53219,515-5,983-31%$7.1M$5.7M-$1.4M2026-10-22
Old National Bancorp
INCREASED13,43311,639+1,794+15%$4.2M$5.7M+$1.4M2026-10-20
GKV Capital Management Co., Inc.
INCREASED13,42313,128+295+2%$4.8M$5.7M+$904.0K2026-11-06
SeaCrest Wealth Management, LLC
DECREASED13,41013,712-302-2%$5.0M$5.7M+$686.8K2026-10-21
LBP AM SA
INCREASED13,36710,968+2,399+22%$4.0M$5.6M+$1.7M2026-11-06
Lodestone Wealth Management LLC
DECREASED13,33613,415-79-1%$4.9M$5.6M+$763.4K2026-10-14
Avidian Wealth Enterprises, LLC
INCREASED13,32813,323+5+0%$4.8M$5.6M+$793.2K2026-10-08
Ipswich Investment Management Co., Inc.
DECREASED13,25115,234-1,983-13%$5.5M$5.6M+$68.9K2026-10-13
Sterling Investment Advisors, Ltd.
INCREASED13,20913,184+25+0%$4.8M$5.6M+$793.5K2026-10-27
Carolina Wealth Advisors, LLC
INCREASED13,16713,010+157+1%$4.7M$5.6M+$838.8K2026-10-23
BankPlus Trust Department
INCREASED13,15112,589+562+4%$4.6M$5.5M+$984.5K2026-11-06
Triglav Investments, D.O.O.
INCREASED13,0504,050+9,000+222%$1.5M$5.5M+$4.0M2026-11-06
Franklin Street Advisors Inc
INCREASED13,0463,408+9,638+283%$1.2M$5.5M+$4.3M2026-10-13
Bull Street Advisors, LLC
INCREASED12,99312,977+16+0%$4.7M$5.5M+$778.0K2026-10-20
Waldron Private Wealth LLC
DECREASED12,95512,994-390%$4.7M$5.5M+$755.3K2026-11-02
Douglas Lane & Associates, LLC
DECREASED12,95213,032-80-1%$4.7M$5.5M+$740.3K2026-10-09
City Holding Co
INCREASED12,93312,282+651+5%$4.4M$5.5M+$1.0M2026-10-19
Grey Ledge Advisors, LLC
DECREASED12,89213,311-419-3%$4.8M$5.4M+$614.0K2026-11-02
Family Legacy, Inc.
INCREASED12,88912,818+71+1%$4.6M$5.4M+$791.2K2026-10-13
Letson Investment Management, Inc.
DECREASED12,87513,001-126-1%$4.7M$5.4M+$719.0K2026-11-05
Praxis Investment Management Inc
UNCHANGED12,83012,83000%$4.6M$5.4M+$762.0K2026-11-03
Slow Capital, Inc.
DECREASED12,79413,544-750-6%$4.9M$5.4M+$488.2K2026-10-23
apricus wealth, LLC
INCREASED12,74812,604+144+1%$4.6M$5.4M+$809.2K2026-10-26
Jacobi Capital Management LLC
INCREASED12,74512,553+192+2%$4.5M$5.4M+$826.4K2026-11-05
Jones Kertz & Associates, Inc.
DECREASED12,72312,733-100%$4.6M$5.4M+$752.0K2026-10-28
MCF Advisors LLC
INCREASED12,62012,335+285+2%$4.5M$5.3M+$852.9K2026-10-28
Ranch Capital Advisors Inc.
INCREASED12,58812,108+480+4%$4.4M$5.3M+$921.4K2026-11-09
Huntleigh Advisors, Inc.
INCREASED12,42012,329+91+1%$4.5M$5.2M+$770.6K2026-11-03
Woodard & Co Asset Management Group Inc
DECREASED12,35812,746-388-3%$4.6M$5.2M+$593.4K2026-11-03
Malaga Cove Capital, LLC
DECREASED12,32813,245-917-7%$4.8M$5.2M+$400.1K2026-10-23
Simplicity Wealth,LLC
INCREASED12,30510,539+1,766+17%$3.8M$5.2M+$1.4M2026-10-23
Revolve Wealth Partners, LLC
DECREASED12,29512,937-642-5%$4.7M$5.2M+$497.7K2026-10-23
Cohen Investment Advisors LLC
INCREASED12,27912,195+84+1%$4.4M$5.2M+$759.7K2026-10-20
Univest Financial Corp
DECREASED12,19812,536-338-3%$4.5M$5.1M+$601.9K2026-11-05
Woodstock Corp
DECREASED12,19612,301-105-1%$4.5M$5.1M+$686.4K2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED12,19312,19300%$4.4M$4.4M$02026-10-15
Community Bank & Trust, Waco, Texas
INCREASED12,05010,604+1,446+14%$3.8M$5.1M+$1.2M2026-10-19
Stanley-Laman Group, Ltd.
DECREASED11,94612,227-281-2%$4.4M$5.0M+$607.8K2026-10-20
Great Valley Advisor Group, Inc.
DECREASED11,91012,332-422-3%$4.5M$5.0M+$554.3K2026-11-09
Clarity Wealth Advisors, LLC
UNCHANGED11,88311,88300%$4.3M$5.0M+$705.7K2026-10-21
Courier Capital LLC
DECREASED11,84112,257-416-3%$4.4M$5.0M+$552.8K2026-10-19
Alkeme Wealth, LLC
DECREASED11,82812,653-825-7%$4.6M$5.0M+$403.8K2026-10-08
Parallel Advisors, LLC
INCREASED11,80511,139+666+6%$4.0M$5.0M+$942.1K2026-11-03
Virginia Wealth Management Group, Inc.
INCREASED11,74811,716+32+0%$4.2M$5.0M+$709.2K2026-10-14
Smith Salley Wealth Management
INCREASED11,67611,307+369+3%$4.1M$4.9M+$826.7K2026-11-03
Masterinvest Kapitalanlage GmbH
DECREASED11,67311,907-234-2%$4.3M$4.9M+$608.5K2026-11-03
Hennessy Advisors Inc
DECREASED11,65019,120-7,470-39%$6.9M$4.9M-$2.0M2026-10-28
Institute for Wealth Management, Llc.
DECREASED11,63611,683-470%$4.2M$4.9M+$674.1K2026-11-06
Moody Lynn Lieberson & Walker, LLC
INCREASED11,6282,753+8,875+322%$996.9K$4.9M+$3.9M2026-10-14
Wedmont Private Capital
INCREASED11,5778,666+2,911+34%$3.1M$4.7M+$1.6M2026-10-09
Donoghue Forlines LLC
NEW11,564—+11,564——$4.9M—2026-11-02
Plimoth Trust Co LLC
DECREASED11,55211,650-98-1%$4.2M$4.9M+$650.6K2026-10-26
Chicago Capital, LLC
DECREASED11,44811,787-339-3%$4.3M$4.8M+$557.0K2026-10-13
Clear Trail Advisors, LLC
INCREASED11,3779,755+1,622+17%$3.5M$4.8M+$1.3M2026-10-20
Ellerson Group Inc
DECREASED11,31611,958-642-5%$4.3M$5.2M+$889.4K2026-11-04
Castleview Partners, LLC
INCREASED11,16010,552+608+6%$3.8M$4.7M+$883.1K2026-10-09
Bell & Brown Wealth Advisors, LLC
DECREASED11,15011,265-115-1%$4.1M$4.7M+$620.5K2026-10-16
Private Trust Co NA
DECREASED11,09711,223-126-1%$4.1M$4.7M+$613.4K2026-10-20
Turtle Creek Wealth Advisors, LLC
INCREASED11,0909,709+1,381+14%$3.5M$4.7M+$1.2M2026-10-15
Barnes Dennig Private Wealth Management LLC
DECREASED11,02711,393-366-3%$4.1M$4.6M+$522.4K2026-10-30
Studio Investment Management LLC
DECREASED11,01611,212-196-2%$4.1M$4.6M+$583.3K2026-10-22
Hanson & Doremus Investment Management
UNCHANGED10,91710,91700%$4.0M$4.6M+$649.0K2026-10-16
Fulton Bank, N.A.
DECREASED10,90414,713-3,809-26%$5.3M$4.6M-$731.7K2026-10-14
OFI Invest Asset Management
DECREASED10,84812,932-2,084-16%$4.3M$4.1M-$135.6K2026-11-06
Meiji Yasuda America Inc
DECREASED10,77713,347-2,570-19%$4.8M$4.5M-$290.6K2026-10-22
Processus Wealth & Capital Management, LLC
DECREASED10,77010,976-206-2%$4.0M$4.5M+$565.0K2026-10-16
Community Trust & Investment Co
DECREASED10,76010,932-172-2%$4.0M$4.5M+$576.8K2026-10-15
Sowell Financial Services LLC
DECREASED10,74510,762-170%$3.9M$4.5M+$632.2K2026-10-23
Concord Wealth Partners
DECREASED10,69911,144-445-4%$4.0M$4.5M+$474.2K2026-11-02
Wolff Wiese Magana LLC
DECREASED10,68910,938-249-2%$4.0M$4.5M+$544.8K2026-10-15
Canandaigua National Bank & Trust Co
DECREASED10,62310,817-194-2%$3.9M$4.5M+$560.6K2026-10-07
Wendell David Associates Inc
DECREASED10,53610,743-207-2%$3.9M$4.4M+$551.0K2026-10-27
Western Wealth Management, LLC
INCREASED10,49710,288+209+2%$3.7M$4.4M+$698.9K2026-11-09
Csenge Advisory Group
INCREASED10,49110,362+129+1%$3.8M$4.4M+$669.6K2026-11-04
Zevenbergen Capital Investments LLC
INCREASED10,4629,989+473+5%$3.6M$4.4M+$792.5K2026-10-08
Investment House LLC
DECREASED10,39825,068-14,670-59%$9.1M$4.4M-$4.7M2026-10-21
Integrity Alliance, Llc.
DECREASED10,38110,500-119-1%$3.8M$4.4M+$573.2K2026-10-29
Great Diamond Partners, LLC
DECREASED10,33410,339-50%$3.7M$4.4M+$611.9K2026-10-13
VestGen Advisors, LLC
INCREASED10,3147,473+2,841+38%$2.7M$4.3M+$1.6M2026-10-27
WealthPlan Investment Management, LLC
DECREASED10,30313,358-3,055-23%$4.8M$4.3M-$494.1K2026-10-15
Delta Financial Advisors LLC
DECREASED10,22710,233-60%$3.7M$4.3M+$605.3K2026-10-27
TD Private Client Wealth LLC
DECREASED10,20117,457-7,256-42%$6.3M$4.3M-$2.0M2026-10-28
Harrington Investments, Inc
DECREASED10,17310,367-194-2%$3.8M$4.3M+$533.9K2026-10-14
NTV Asset Management LLC
DECREASED10,17210,347-175-2%$3.7M$4.3M+$540.7K2026-10-23
Valley National Advisers Inc
DECREASED10,09710,266-169-2%$3.7M$4.3M+$538.2K2026-10-23
Independent Financial Group, LLC
DECREASED10,06410,299-235-2%$3.7M$4.2M+$512.4K2026-10-13
River Wealth Advisors LLC
DECREASED10,04813,155-3,107-24%$4.8M$4.2M-$528.3K2026-11-09
Indivisible Partners
INCREASED10,0453,073+6,972+227%$1.1M$4.2M+$3.1M2026-10-26
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED10,00010,00000%$3.6M$4.2M+$593.9K2026-11-06
Councilmark Asset Management, LLC
DECREASED9,99110,011-200%$3.6M$4.2M+$586.1K2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED9,9739,777+196+2%$3.5M$4.2M+$663.3K2026-10-28
Bourne Lent Asset Management Inc
UNCHANGED9,8609,86000%$3.6M$4.2M+$585.6K2026-11-05
AMG National Trust Bank
DECREASED9,8079,854-470%$3.6M$4.1M+$565.5K2026-11-05
Westside Investment Management, Inc.
DECREASED9,8019,816-150%$3.6M$4.1M+$535.8K2026-11-02
Leelyn Smith, LLC
DECREASED9,7669,952-186-2%$3.6M$4.1M+$512.5K2026-11-03
KMG Fiduciary Partners, LLC
DECREASED9,7599,856-97-1%$3.6M$4.1M+$544.5K2026-10-14
Norden Group LLC
DECREASED9,65610,471-815-8%$3.8M$4.1M+$278.3K2026-10-20
Pathway Financial Advisers, LLC
DECREASED9,6139,809-196-2%$3.6M$4.1M+$500.1K2026-10-27
FinArc Investments, Inc.
DECREASED9,59710,194-597-6%$3.7M$4.0M+$353.8K2026-10-14
Integras Partners LLC
DECREASED9,5789,675-97-1%$3.5M$4.0M+$533.8K2026-10-30
Bryn Mawr Trust Advisors, LLC
DECREASED9,5509,560-100%$3.5M$4.0M+$563.8K2026-11-04
Iowa State Bank
DECREASED9,5489,653-105-1%$3.5M$4.0M+$529.0K2026-10-06
Fifth Third Wealth Advisors LLC
INCREASED9,5179,260+257+3%$3.4M$4.0M+$658.3K2026-10-22
Peloton Wealth Strategists
DECREASED9,47511,260-1,785-16%$4.1M$4.0M-$83.0K2026-11-09
Aull & Monroe Investment Management Corp
DECREASED9,4689,494-260%$3.4M$4.0M+$552.9K2026-10-16
Flagship Capital Management Inc.
INCREASED9,4659,415+50+1%$3.4M$4.0M+$580.2K2026-10-20
Mather Group, Llc.
INCREASED9,4498,702+747+9%$3.2M$4.0M+$831.7K2026-10-14
Belpointe Asset Management LLC
INCREASED9,4456,723+2,722+40%$2.4M$4.0M+$1.5M2026-11-09
LaFleur & Godfrey LLC
DECREASED9,3959,444-49-1%$3.4M$4.0M+$540.2K2026-10-27
CFS Investment Advisory Services, LLC
INCREASED9,3719,251+120+1%$3.5M$3.8M+$311.5K2026-10-19
Koshinski Asset Management, Inc.
DECREASED9,3569,577-221-2%$3.5M$3.9M+$475.6K2026-10-29
Crescent Sterling, Ltd.
INCREASED9,3449,182+162+2%$3.3M$3.9M+$613.6K2026-10-16
Azzad Asset Management Inc
DECREASED9,3079,364-57-1%$3.4M$3.9M+$531.9K2026-11-04
Nilsine Partners, LLC
INCREASED9,2739,193+80+1%$3.3M$3.9M+$579.7K2026-11-02
Money Concepts Capital Corp
DECREASED9,2649,402-138-1%$3.4M$3.9M+$500.3K2026-11-06
Atlas Private Wealth Advisors
DECREASED9,25414,329-5,075-35%$5.2M$3.9M-$1.3M2026-10-23
Valmark Advisers, Inc.
INCREASED9,2048,535+669+8%$3.1M$3.9M+$789.0K2026-11-06
BIP Wealth, LLC
DECREASED9,1999,380-181-2%$3.4M$3.9M+$480.8K2026-10-22
U S Wealth Group, Llc.
DECREASED9,1899,222-330%$3.3M$3.9M+$533.8K2026-11-09
Concord Asset Management, LLC
INCREASED9,1478,937+210+2%$3.2M$3.9M+$619.3K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED9,1398,993+146+2%$3.2M$3.9M+$636.2K2026-10-22
MV Capital Management, Inc.
INCREASED9,1178,630+487+6%$3.1M$3.8M+$717.8K2026-10-29
Kenora Financial, LLC
INCREASED9,1159,078+37+0%$3.3M$3.8M+$554.7K2026-10-20
Union Bancaire Privee, UBP SA
INCREASED9,1018,255+846+10%$21.7M$28.0M+$6.3M2026-11-04
ICW Investment Advisors LLC
DECREASED9,0409,134-94-1%$3.3M$3.8M+$502.9K2026-10-27
HBK Sorce Advisory LLC
DECREASED9,0329,769-737-8%$4.0M$4.2M+$173.4K2026-11-06
Lester Murray Antman dba SimplyRich
DECREASED8,9538,999-46-1%$3.3M$3.8M+$515.8K2026-11-06
IFP Advisors, Inc
INCREASED8,9388,216+722+9%$3.0M$3.8M+$792.3K2026-10-16
Cetera Trust Company, N.a
DECREASED8,9338,983-50-1%$3.3M$3.8M+$512.4K2026-11-09
Beacon Financial Group
DECREASED8,9278,964-370%$3.2M$3.8M+$516.6K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED8,9018,846+55+1%$3.2M$3.8M+$547.2K2026-10-30
Trek Financial, LLC
INCREASED8,8907,005+1,885+27%$2.5M$3.7M+$1.2M2026-10-29
Evergreen Capital Management LLC
DECREASED8,8808,884-40%$3.2M$3.7M+$526.0K2026-10-23
Citizens National Bank Trust Department
DECREASED8,8379,432-595-6%$3.4M$3.7M+$309.4K2026-11-04
Icici Prudential Asset Management Co Ltd
DECREASED8,8228,925-103-1%$3.2M$3.7M+$486.6K2026-11-06
Philip James Wealth Mangement, LLC
DECREASED8,8188,948-130-1%$3.2M$3.7M+$476.7K2026-10-27
Stokes Capital Advisors, LLC
INCREASED8,8113,061+5,750+188%$1.1M$3.7M+$2.6M2026-10-09
Compound Planning, Inc.
INCREASED8,7448,559+185+2%$3.1M$3.7M+$586.2K2026-11-09
Rayburn West Financial Services LLC
DECREASED8,7218,771-50-1%$3.2M$3.7M+$517.9K2026-11-03
Insight Inv LLC
DECREASED8,7148,724-100%$3.2M$3.7M+$513.9K2026-10-27
Donaldson Capital Management, LLC
INCREASED8,6818,641+40+0%$3.1M$3.7M+$530.1K2026-11-09
Verity Asset Management, Inc.
DECREASED8,6678,729-62-1%$3.2M$3.7M+$492.4K2026-10-30
Reynders McVeigh Capital Management, LLC
DECREASED8,6498,882-233-3%$3.2M$3.6M+$429.8K2026-10-30
Oxler Private Wealth LLC
INCREASED8,6338,583+50+1%$3.1M$3.6M+$530.8K2026-10-21
First Bank & Trust
DECREASED8,53511,014-2,479-23%$4.0M$3.6M-$390.8K2026-10-19
ZWJ Investment Counsel Inc
DECREASED8,5268,529-30%$3.1M$3.6M+$505.3K2026-10-15
Purus Wealth Management, LLC
INCREASED8,5188,514+4+0%$3.1M$3.6M+$507.6K2026-10-15
Platform Technology Partners
INCREASED8,5168,500+16+0%$3.1M$3.6M+$511.4K2026-11-02
Lesa Sroufe & Co
UNCHANGED8,4908,49000%$3.1M$3.6M+$505.0K2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED8,4678,364+103+1%$3.0M$3.6M+$540.2K2026-10-19
Axxcess Wealth Management, LLC
DECREASED8,42914,656-6,227-42%$5.3M$3.6M-$1.8M2026-10-21
Pinnacle West Asset Management, Inc.
DECREASED8,4008,815-415-5%$3.2M$3.5M+$349.0K2026-11-09
AM Investment Strategies LLC
INCREASED8,3718,350+21+0%$3.0M$3.5M+$504.0K2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED8,3519,351-1,000-11%$3.4M$3.5M+$133.9K2026-11-03
Genus Capital Management Inc.
DECREASED8,27736,237-27,960-77%$13.1M$3.5M-$9.6M2026-11-04
Nkcfo LLC
NEW8,270—+8,270——$3.1K—2026-11-04
Cypress Capital, LLC
INCREASED8,2518,112+139+2%$2.9M$3.5M+$540.4K2026-10-20
Cordatus Wealth Management LLC
DECREASED8,2068,245-390%$3.0M$3.5M+$473.2K2026-10-19
Joel Isaacson & Co., LLC
INCREASED8,1758,040+135+2%$2.9M$3.4M+$534.5K2026-11-05
Violich Capital Management, Inc.
DECREASED8,1509,350-1,200-13%$3.4M$3.4M+$49.5K2026-10-05
Washington Trust Co
DECREASED8,1378,486-349-4%$3.1M$3.4M+$356.9K2026-10-22
Ticino Wealth
INCREASED8,1227,598+524+7%$2.8M$3.4M+$672.1K2026-10-13
First Merchants Corp
DECREASED8,0928,521-429-5%$3.1M$3.4M+$325.2K2026-10-15
Cooper Financial Group
DECREASED8,0618,265-204-2%$3.0M$3.4M+$404.6K2026-10-07
Intact Investment Management Inc.
DECREASED8,06011,900-3,840-32%$4.3M$3.4M-$911.9K2026-11-03
Glenview Trust Co
DECREASED8,0538,321-268-3%$3.0M$3.4M+$381.2K2026-10-28
First Premier Bank
DECREASED8,0378,903-866-10%$3.2M$3.4M+$164.0K2026-10-13
Arrow Financial Corp
DECREASED8,0158,441-426-5%$3.1M$3.4M+$321.7K2026-10-26
Abner Herrman & Brock LLC
DECREASED7,9528,418-466-6%$3.0M$3.4M+$304.0K2026-10-20
Annis Gardner Whiting Capital Advisors, LLC
INCREASED7,9317,897+34+0%$2.9M$3.3M+$483.3K2026-11-09
Dumont & Blake Investment Advisors LLC
DECREASED7,9308,006-76-1%$2.9M$3.3M+$443.5K2026-10-28
Harmony Asset Management LLC
INCREASED7,9276,712+1,215+18%$2.4M$3.3M+$910.8K2026-10-20
Founders Financial Securities LLC
DECREASED7,8648,037-173-2%$2.9M$3.3M+$404.4K2026-10-28
Regatta Capital Group, LLC
INCREASED7,8477,477+370+5%$2.7M$3.3M+$600.1K2026-10-23
Delta Capital Management LLC
INCREASED7,8157,700+115+1%$2.8M$3.3M+$506.0K2026-10-16
Aspen Investment Management Inc
INCREASED7,7487,645+103+1%$2.8M$3.3M+$498.0K2026-11-05
Asset Dedication, LLC
DECREASED7,7427,815-73-1%$2.8M$3.3M+$433.4K2026-11-03
Larson Financial Group LLC
INCREASED7,7077,025+682+10%$2.5M$3.2M+$704.6K2026-11-05
Mraz, Amerine & Associates, Inc.
INCREASED7,6747,668+6+0%$2.8M$3.2M+$457.9K2026-10-30
Hudson Canyon Capital Management
DECREASED7,6678,144-477-6%$2.9M$3.2M+$282.6K2026-11-04
Geneos Wealth Management Inc.
INCREASED7,6537,107+546+8%$2.6M$3.2M+$652.5K2026-11-09
Cullen Investment Group, Ltd.
DECREASED7,6537,730-77-1%$2.8M$3.2M+$396.3K2026-10-13
Charles Schwab Trust Co
INCREASED7,6237,464+159+2%$2.7M$3.2M+$510.3K2026-10-15
Hennion & Walsh Asset Management, Inc.
DECREASED7,5967,665-69-1%$2.8M$3.2M+$426.1K2026-10-13
Sky Investment Group LLC
INCREASED7,5891,748+5,841+334%$633.0K$3.2M+$2.6M2026-10-30
American State Bank (Iowa)
INCREASED7,5747,398+176+2%$2.7M$3.2M+$513.6K2026-11-03
Newman Dignan & Sheerar, Inc.
DECREASED7,5727,582-100%$2.7M$3.2M+$446.1K2026-10-21
Chicago Partners Investment Group LLC
INCREASED7,5186,922+596+9%$2.6M$3.3M+$730.8K2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED7,4957,362+133+2%$2.7M$3.2M+$493.3K2026-10-29
Freestone Capital Holdings, LLC
DECREASED7,40811,780-4,372-37%$4.3M$3.1M-$1.1M2026-11-09
Generali Investments, Management Co LLC
DECREASED7,4069,966-2,560-26%$3.6M$3.1M-$487.2K2026-10-19
Lipe & Dalton
DECREASED7,3777,427-50-1%$2.7M$3.1M+$420.0K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED7,367519+6,848+1319%$187.9K$3.1M+$2.9M2026-10-30
Mitchell & Pahl Private Wealth, LLC
INCREASED7,3557,175+180+3%$2.6M$3.1M+$502.0K2026-10-14
Blue Fin Capital, Inc.
DECREASED7,3297,332-30%$2.7M$3.1M+$434.2K2026-10-28
Commonwealth Retirement Investments LLC
INCREASED7,3237,243+80+1%$2.6M$3.1M+$463.9K2026-10-26
Frank, Rimerman Advisors LLC
INCREASED7,3007,272+28+0%$2.6M$3.1M+$443.7K2026-10-16
Midwest Professional Planners, Ltd.
DECREASED7,2577,265-80%$2.6M$3.1M+$428.3K2026-10-29
Proactive Wealth Strategies LLC
INCREASED7,2497,193+56+1%$2.6M$3.1M+$450.6K2026-11-09
Grandfield & Dodd, LLC
DECREASED7,2437,491-248-3%$2.7M$3.1M+$340.4K2026-10-29
LVW Advisors, LLC
INCREASED7,2227,208+14+0%$2.6M$3.0M+$433.8K2026-10-19
EPG Wealth Management LLC
INCREASED7,2157,115+100+1%$2.6M$3.0M+$464.5K2026-11-03
Forza Wealth Management, LLC
INCREASED7,1977,018+179+3%$2.5M$3.0M+$492.2K2026-10-20
Cornerstone Planning, LLC
INCREASED7,1771,784+5,393+302%$646.0K$2.7M+$2.1M2026-10-27
Ascentis Wealth Management, LLC
INCREASED7,1776,909+268+4%$2.5M$3.0M+$525.0K2026-11-03
DeDora Capital, Inc.
DECREASED7,1407,475-335-4%$2.7M$3.0M+$302.7K2026-10-26
Ascent Group, LLC
DECREASED7,1247,847-723-9%$2.8M$3.0M+$161.6K2026-10-30
SevenBridge Financial Group, LLC
DECREASED7,1027,381-279-4%$3.0M$3.1M+$84.2K2026-10-26
ASK Capital Investment Managers, LLC
NEW7,058—+7,058——$3.0M—2026-10-14
Deseret Mutual Benefit Administrators
INCREASED7,0487,031+17+0%$2.5M$3.0M+$424.7K2026-11-04
Great Lakes Retirement, Inc.
INCREASED7,0386,816+222+3%$2.5M$3.0M+$498.6K2026-10-26
Cornell Pochily Investment Advisors, Inc.
INCREASED7,0107,009+1+0%$2.5M$3.0M+$416.5K2026-10-19
Meridian Investment Counsel Inc.
UNCHANGED6,9956,99500%$2.5M$2.9M+$415.4K2026-10-14
Smithfield Trust Co
UNCHANGED6,9946,99400%$2.4M$2.8M+$401.0K2026-11-09
Highland Capital Management, LLC
NEW6,993—+6,993——$2.9M—2026-10-26
Abundance Wealth Counselors
DECREASED6,9437,309-366-5%$2.6M$2.9M+$279.8K2026-10-26
Eads & Heald Wealth Management
DECREASED6,9207,028-108-2%$2.5M$2.9M+$371.9K2026-10-29
Wright Investors Service Inc
DECREASED6,9117,030-119-2%$2.5M$2.9M+$367.4K2026-11-02
Augustine Asset Management Inc
UNCHANGED6,8906,89000%$2.5M$2.9M+$409.2K2026-10-13
Atlas Capital Advisors Inc.
INCREASED6,8851,185+5,700+481%$429.1K$3.7M+$3.3M2026-11-09
Thoroughbred Financial Services, LLC
DECREASED6,8526,922-70-1%$2.5M$2.9M+$382.0K2026-11-09
Nova R Wealth, Inc.
INCREASED6,8526,843+9+0%$2.5M$2.9M+$410.1K2026-10-26
Atwood & Palmer Inc
INCREASED6,8405,540+1,300+23%$2.0M$2.9M+$877.0K2026-10-08
AGF Management LTD
DECREASED6,8259,492-2,667-28%$3.4M$2.9M-$560.4K2026-11-03
Massachusetts Wealth Management
INCREASED6,7726,347+425+7%$2.3M$2.9M+$556.1K2026-10-21
Searle & Co.
UNCHANGED6,7716,77100%$2.5M$2.9M+$402.1K2026-11-04
Applied Finance Capital Management, LLC
DECREASED6,7686,845-77-1%$2.5M$2.9M+$374.1K2026-11-03
Greenspring Advisors, LLC
INCREASED6,7686,730+38+1%$2.4M$2.9M+$415.7K2026-11-05
Eagle Rock Investment Company, LLC
DECREASED6,7656,785-200%$2.5M$2.9M+$394.5K2026-10-21
WoodTrust Financial Corp
UNCHANGED6,7646,76400%$2.4M$2.9M+$402.0K2026-10-09
Clear Harbor Asset Management, LLC
INCREASED6,7326,582+150+2%$2.4M$2.8M+$454.1K2026-11-05
Procyon Advisors, LLC
DECREASED6,7136,850-137-2%$2.5M$2.8M+$349.0K2026-10-21
CWA Asset Management Group, LLC
DECREASED6,6666,808-142-2%$2.5M$2.8M+$344.6K2026-10-19
Quent Capital, LLC
INCREASED6,6176,535+82+1%$2.4M$3.0M+$680.0K2026-11-09
Bellwether Advisors, LLC
NEW6,610—+6,610——$2.8M—2026-11-09
BKM Wealth Management, LLC
INCREASED6,5735,715+858+15%$2.1M$2.8M+$701.1K2026-10-22
Radnor Capital Management, LLC
DECREASED6,5716,596-250%$2.4M$2.8M+$381.0K2026-10-23
Tempus Wealth Planning, LLC
INCREASED6,5216,252+269+4%$2.3M$2.7M+$484.7K2026-10-14
Lynch & Associates
INCREASED6,5026,491+11+0%$2.4M$2.7M+$390.1K2026-10-13
Bison Wealth, LLC
INCREASED6,4636,418+45+1%$2.4M$2.7M+$347.0K2026-10-13
Triangle Securities Wealth Management
DECREASED6,4586,658-200-3%$2.4M$2.7M+$311.1K2026-10-14
Culbertson A N & Co Inc
UNCHANGED6,4526,45200%$2.3M$2.7M+$383.2K2026-10-21
GC Wealth Management RIA, LLC
INCREASED6,4376,073+364+6%$2.2M$2.7M+$514.1K2026-11-02
HUB Investment Partners, LLC
INCREASED6,4315,750+681+12%$2.1M$2.7M+$628.3K2026-11-03
Catherine Avery Investment Management LLC
DECREASED6,40917,530-11,121-63%$6.3M$2.7M-$3.6M2026-10-14
S.A. Mason LLC
UNCHANGED6,4086,40800%$2.3M$2.7M+$380.6K2026-10-13
Excalibur Management Corp
DECREASED6,4066,407-10%$2.3M$2.7M+$380.2K2026-11-02
Journey Advisory Group, LLC
DECREASED6,3766,427-51-1%$2.3M$2.7M+$360.2K2026-11-04
Asahi Life Asset Management Co., Ltd.
DECREASED6,3719,475-3,104-33%$3.4M$2.7M-$745.6K2026-11-06
Pine Haven Investment Counsel, Inc
UNCHANGED6,3416,34100%$2.3M$2.7M+$376.6K2026-11-02
Wynn Capital, LLC
DECREASED6,3236,348-250%$2.3M$2.7M+$366.5K2026-10-13
Churchill Financial Advisors, LLC
UNCHANGED6,3046,30400%$2.3M$2.7M+$374.4K2026-10-20
Alexander Randolph Advisory, Inc.
DECREASED6,3036,336-33-1%$2.3M$2.7M+$362.4K2026-11-04
Hussman Strategic Advisors, Inc.
DECREASED6,3008,400-2,100-25%$3.0M$2.7M-$386.3K2026-11-02
Lanark Financial, Inc.
DECREASED6,2836,784-501-7%$2.5M$2.6M+$191.8K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED6,2356,567-332-5%$2.4M$2.6M+$250.1K2026-10-05
Brady Martz Wealth Solutions, LLC
INCREASED6,2346,139+95+2%$2.2M$2.6M+$404.8K2026-11-05
Hantz Financial Services, Inc.
INCREASED6,2065,563+643+12%$2.0M$2.6M+$602.0K2026-11-09
Marks Group Wealth Management, Inc
DECREASED6,2036,591-388-6%$2.4M$2.6M+$227.9K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED6,1986,385-187-3%$2.3M$2.6M+$300.4K2026-10-23
Castle Rock Wealth Management, LLC
DECREASED6,1949,380-3,186-34%$3.4M$2.5M-$895.6K2026-10-09
Nicholas Wealth, Llc.
INCREASED6,1923,597+2,595+72%$1.3M$2.6M+$1.3M2026-10-26
Woodward Diversified Capital, LLC
INCREASED6,1896,163+26+0%$2.2M$2.6M+$377.0K2026-10-21
Morton Capital Management LLC
DECREASED6,1776,352-175-3%$2.3M$2.6M+$303.4K2026-10-23
Capital City Trust Co
DECREASED6,1596,238-79-1%$2.3M$2.6M+$337.2K2026-10-22
Signet Investment Advisory Group, Inc.
DECREASED6,1446,354-210-3%$2.3M$2.6M+$288.8K2026-10-30
Davis Capital Management
DECREASED6,1226,521-399-6%$2.4M$2.6M+$219.1K2026-10-08
Harbor Capital Advisors, Inc.
INCREASED6,1066,049+57+1%$2.2M$2.6M+$384.0K2026-10-22
GS Investments, Inc.
INCREASED6,1055,837+268+5%$2.1M$2.6M+$459.6K2026-11-05
L. Roy Papp & Associates, LLP
DECREASED6,1036,448-345-5%$2.3M$2.6M+$237.5K2026-10-21
Providence Wealth Advisors, LLC
INCREASED6,0966,063+33+1%$2.3M$2.5M+$187.5K2026-10-29
Premier Path Wealth Partners, LLC
DECREASED6,0886,238-150-2%$2.3M$2.6M+$307.3K2026-10-16
Weaver Capital Management LLC
DECREASED6,0736,547-474-7%$2.3M$2.6M+$256.1K2026-10-15
MFA Wealth Services
DECREASED6,0656,409-344-5%$2.3M$2.6M+$235.6K2026-10-14
Arjuna Capital
DECREASED6,0576,166-109-2%$2.2M$2.6M+$320.3K2026-11-03
Fulton Breakefield Broenniman LLC
DECREASED6,0236,136-113-2%$2.2M$2.5M+$316.8K2026-11-03
Financial Planning Hawaii, Inc.
DECREASED5,9956,415-420-7%$2.3M$2.5M+$204.0K2026-10-13
Sather Financial Group Inc
UNCHANGED5,9715,97100%$2.2M$2.5M+$354.6K2026-10-30
NWF Advisory Services Inc.
INCREASED5,9695,766+203+4%$2.1M$2.5M+$428.0K2026-10-19
Trust Asset Management LLC
UNCHANGED5,9645,96400%$2.2M$2.5M+$354.2K2026-11-03
Krilogy Financial LLC
INCREASED5,9555,876+79+1%$2.1M$2.5M+$358.8K2026-10-13
Granite Group Advisors, LLC
DECREASED5,9368,754-2,818-32%$3.2M$2.5M-$667.9K2026-10-14
Mogy Joel R Investment Counsel Inc
UNCHANGED5,9235,92300%$2.1M$2.5M+$351.8K2026-10-13
First United Bank & Trust
INCREASED5,9195,801+118+2%$2.1M$2.5M+$394.3K2026-10-22
First American Bank
UNCHANGED5,9185,91800%$2.1M$2.5M+$351.5K2026-10-27
Mountain Pacific Investment Advisers LLC
DECREASED5,9076,106-199-3%$2.2M$2.5M+$278.7K2026-10-29
Encompass Wealth Advisors, LLC
INCREASED5,8742,937+2,937+100%$1.1M$2.5M+$1.4M2026-10-15
CoreCap Advisors, LLC
INCREASED5,8695,755+114+2%$2.1M$2.5M+$390.1K2026-10-08
Provident Investment Management, Inc.
INCREASED5,8605,750+110+2%$2.1M$2.5M+$387.9K2026-10-23
Chapin Davis, Inc.
DECREASED5,8336,153-320-5%$2.2M$2.5M+$230.5K2026-10-09
Marino, Stram & Associates LLC
INCREASED5,8325,457+375+7%$2.0M$2.5M+$482.4K2026-10-22
Sava Infond d.o.o.
INCREASED5,8302,850+2,980+105%$1.0M$2.5M+$1.4M2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED5,7955,753+42+1%$2.1M$2.4M+$359.4K2026-10-14
Gryphon Financial Partners LLC
DECREASED5,7945,868-74-1%$2.1M$2.4M+$317.1K2026-11-04
Greg Jennings, LLC
NEW5,750—+5,750——$2.4M—2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED5,7395,73900%$2.1M$2.3M+$198.6K2026-10-15
Wealth Enhancement Trust Services, Inc.
DECREASED5,7345,802-68-1%$2.1M$2.4M+$315.9K2026-10-07
BCS Private Wealth Management, Inc.
INCREASED5,7314,800+931+19%$1.7M$2.4M+$677.4K2026-11-09
Stillwater Wealth Management Group
DECREASED5,7257,297-1,572-22%$2.6M$2.4M-$229.3K2026-10-21
Chemung Canal Trust Co
DECREASED5,7206,083-363-6%$2.2M$2.4M+$208.3K2026-11-04
Hudock, Inc.
DECREASED5,7055,733-280%$2.1M$2.4M+$328.6K2026-10-14
Ironwood Financial, llc
DECREASED5,6875,688-10%$2.1M$2.4M+$346.9K2026-10-20
Aljian Capital Management, LLC
INCREASED5,6615,648+13+0%$2.0M$2.4M+$340.8K2026-10-28
Nicholson Wealth Management Group, LLC
DECREASED5,6545,858-204-3%$2.1M$2.4M+$261.9K2026-11-09
MKT Advisors LLC
DECREASED5,6225,632-100%$2.1M$2.3M+$217.5K2026-10-20
Rossmore Private Capital
DECREASED5,5985,635-37-1%$2.0M$2.4M+$319.1K2026-10-27
Clean Yield Group
DECREASED5,5965,626-30-1%$2.0M$2.4M+$321.5K2026-10-28
Whitener Capital Management, Inc.
DECREASED5,5865,665-79-1%$2.1M$2.4M+$303.1K2026-10-15
Compass Ion Advisors, LLC
DECREASED5,5535,577-240%$2.0M$2.3M+$321.0K2026-10-23
Mengis Capital Management, Inc.
DECREASED5,5476,047-500-8%$2.2M$2.3M+$148.4K2026-10-13
Petros Family Wealth, LLC
INCREASED5,5455,176+369+7%$1.9M$2.3M+$463.0K2026-10-28
Souders Financial Advisors
INCREASED5,5435,104+439+9%$1.8M$2.3M+$488.1K2026-11-03
Gen-Wealth Partners Inc
DECREASED5,5356,118-583-10%$2.2M$2.3M+$117.6K2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED5,5036,232-729-12%$2.3M$2.3M+$62.3K2026-10-13
Tortuga Wealth Management, Inc
DECREASED5,5017,146-1,645-23%$2.6M$2.3M-$267.6K2026-10-27
Perpetual Ltd
INCREASED5,4544,490+964+21%$1.6M$2.3M+$673.0K2026-10-13
Granite Investment Partners, LLC
UNCHANGED5,4305,43000%$2.0M$2.3M+$322.5K2026-11-04
HCR Wealth Advisors
INCREASED5,4105,205+205+4%$1.9M$2.3M+$395.5K2026-10-15
Howard Capital Management Group, LLC
UNCHANGED5,3745,37400%$1.9M$2.3M+$319.2K2026-10-16
Fulcrum Capital LLC
DECREASED5,3515,476-125-2%$2.0M$2.3M+$272.5K2026-10-15
Connecticut Wealth Management, LLC
DECREASED5,3405,716-376-7%$2.1M$2.3M+$180.8K2026-10-13
Harbour Investments, Inc.
DECREASED5,3088,295-2,987-36%$3.0M$2.2M-$766.5K2026-11-09
Everhart Financial Group, Inc.
INCREASED5,2995,085+214+4%$1.8M$2.2M+$392.2K2026-10-08
Bangor Savings Bank
DECREASED5,2935,297-40%$1.9M$2.2M+$312.9K2026-10-06
Investment Advisory Services Inc
INCREASED5,2925,246+46+1%$1.9M$2.2M+$330.9K2026-10-27
Farmers & Merchants Trust Co of Long Beach
DECREASED5,2895,313-240%$1.9M$2.2M+$305.4K2026-10-22
Lineweaver Wealth Advisors, LLC
DECREASED5,2218,159-2,938-36%$3.0M$2.2M-$753.9K2026-10-13
Palacios Wealth Management, LLC
UNCHANGED5,2195,21900%$1.9M$2.2M+$310.0K2026-11-04
Aspiriant, LLC
INCREASED5,2174,009+1,208+30%$1.5M$2.2M+$747.3K2026-10-16
Heartwood Wealth Advisors LLC
INCREASED5,2165,156+60+1%$1.9M$2.2M+$331.5K2026-10-05
St. Johns Investment Management Company, LLC
INCREASED5,2115,187+24+0%$1.9M$2.2M+$318.2K2026-10-30
Pioneer Trust Bank N A
UNCHANGED5,2055,20500%$1.9M$2.2M+$309.1K2026-11-06
Lederer & Associates Investment Counsel
DECREASED5,1885,291-103-2%$1.9M$2.2M+$271.0K2026-10-23
Kestra Investment Management, LLC
DECREASED5,1606,708-1,548-23%$2.4M$2.2M-$254.1K2026-11-04
Formidable Asset Management, LLC
DECREASED5,1435,152-90%$1.8M$1.9M+$49.4K2026-11-03
Mainstay Capital Management LLC
INCREASED5,1335,131+2+0%$1.9M$2.2M+$305.6K2026-11-09
Congress Park Capital LLC
UNCHANGED5,1305,13000%$1.9M$2.2M+$304.7K2026-10-13
Sweeney & Michel, LLC
INCREASED5,1295,104+25+0%$2.1M$2.2M+$64.1K2026-10-16
TKG Advisors, LLC
INCREASED5,1245,054+70+1%$1.8M$2.2M+$329.7K2026-11-02
PFC Capital Group, Inc.
INCREASED5,1225,119+3+0%$1.9M$2.2M+$306.0K2026-11-06
Global Assets Advisory, LLC
INCREASED5,1113,946+1,165+30%$1.4M$2.1M+$641.6K2026-10-28
Pacific Sage Partners, LLC
INCREASED5,1115,110+1+0%$1.9M$2.2M+$303.8K2026-10-21
Curtis Advisory Group, LLC
UNCHANGED5,1005,10000%$1.8M$2.1M+$302.9K2026-10-28
Clear Wave Wealth Management LLC
INCREASED5,0735,059+14+0%$1.8M$2.1M+$306.4K2026-11-04
Cigna Investments Inc
DECREASED5,0695,107-38-1%$1.8M$2.1M+$288.0K2026-10-19
Granite Islands Private Wealth, LLC
INCREASED5,0364,737+299+6%$1.7M$2.1M+$409.6K2026-10-16
Advocate Group LLC
DECREASED5,0285,198-170-3%$1.9M$2.1M+$237.1K2026-10-19
Pines Wealth Management, LLC
DECREASED5,0045,035-31-1%$1.8M$2.1M+$286.0K2026-10-21
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED4,9724,974-20%$1.8M$2.1M+$294.6K2026-10-13
Evergreen Wealth Management, LLC
INCREASED4,9714,964+7+0%$1.8M$2.1M+$297.6K2026-11-06
Directional Asset Management
DECREASED4,9034,975-72-1%$1.8M$2.1M+$265.4K2026-10-22
PW Nova Financial Services LLC
DECREASED4,9005,155-255-5%$1.9M$2.1M+$198.6K2026-10-15
Dorato Capital Management
INCREASED4,8974,861+36+1%$1.8M$2.0M+$256.4K2026-10-08
Munich Reinsurance Co Stock Corp in Munich
INCREASED4,894606+4,288+708%$219.4K$2.1M+$1.8M2026-10-30
Accurate Wealth Management, LLC
INCREASED4,8694,565+304+7%$1.7M$2.0M+$351.5K2026-10-20
Little House Capital LLC
INCREASED4,8524,840+12+0%$1.8M$2.0M+$292.3K2026-11-06
Legal Advantage Investments, Inc.
INCREASED4,8232,783+2,040+73%$1.0M$2.0M+$1.0M2026-10-13
Leisure Capital Management
DECREASED4,8064,886-80-2%$1.8M$2.0M+$256.5K2026-11-03
Flavin Financial Services, Inc.
DECREASED4,8054,831-26-1%$1.7M$2.0M+$275.9K2026-10-21
Equitable Trust Co
DECREASED4,8044,866-62-1%$1.8M$2.0M+$262.9K2026-10-13
Northeast Investment Management
UNCHANGED4,8024,80200%$1.7M$2.0M+$285.2K2026-10-30
Argyle Capital Partners, LLC
DECREASED4,7764,851-75-2%$1.8M$2.0M+$256.9K2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED4,7615,594-833-15%$2.0M$2.0M-$19.0K2026-10-14
Todd Asset Management LLC
DECREASED4,755108,134-103,379-96%$39.2M$2.0M-$37.2M2026-10-27
Cypress Asset Management Inc
DECREASED4,7524,881-129-3%$1.8M$2.0M+$235.5K2026-10-09
HBW Advisory Services LLC
INCREASED4,7462,135+2,611+122%$773.1K$2.0M+$1.2M2026-10-15
Tealwood Asset Management Inc
DECREASED4,7324,919-187-4%$1.8M$2.0M+$214.0K2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED4,7316,671-1,940-29%$2.4M$2.0M-$421.5K2026-10-09
Patriot Investment Management Group, Inc.
DECREASED4,7214,724-30%$1.7M$2.0M+$279.5K2026-10-15
Appleton Partners Inc
DECREASED4,7104,844-134-3%$1.8M$2.0M+$231.0K2026-10-30
Advisors Preferred, LLC
UNCHANGED4,7004,70000%$1.8M$1.9M+$135.8K2026-11-09
Intrua Financial, LLC
DECREASED4,6985,070-372-7%$1.8M$2.0M+$144.3K2026-10-28
Alpha Family Trust
UNCHANGED4,6704,67000%$1.7M$1.7M$02026-11-04
Legacy Wealth Asset Management, LLC
INCREASED4,6572,596+2,061+79%$940.1K$2.0M+$1.0M2026-10-09
Moneco Advisors, LLC
INCREASED4,6434,401+242+6%$1.6M$2.0M+$363.4K2026-11-05
Emerald Advisors, LLC
DECREASED4,6384,801-163-3%$1.7M$2.0M+$216.7K2026-10-13
Braun Stacey Associates Inc
INCREASED4,6334,500+133+3%$1.6M$2.0M+$323.3K2026-10-19
Norway Savings Bank
DECREASED4,6334,748-115-2%$1.7M$2.0M+$233.5K2026-10-20
Mechanics Bank Trust Department
INCREASED4,6233,970+653+16%$1.4M$1.9M+$511.0K2026-10-13
Shepherd Financial Partners LLC
INCREASED4,5914,462+129+3%$1.6M$1.9M+$319.4K2026-11-03
Eastern Bank
INCREASED4,5254,449+76+2%$1.6M$1.9M+$296.3K2026-10-05
James Investment Research, Inc.
INCREASED4,5164,371+145+3%$1.6M$1.9M+$320.7K2026-10-22
Summit Global Investments
INCREASED4,5093,182+1,327+42%$1.2M$1.9M+$749.0K2026-10-28
Hoey Investments, Inc
DECREASED4,5094,928-419-8%$1.8M$1.9M+$116.1K2026-10-29
Pine Valley Investments Ltd Liability Co
INCREASED4,5074,490+17+0%$1.6M$1.9M+$273.8K2026-11-09
Spire Wealth Management
INCREASED4,5034,384+119+3%$1.6M$1.9M+$310.2K2026-10-30
Quantum Financial Advisors, LLC
INCREASED4,4824,460+22+0%$1.6M$1.9M+$274.1K2026-11-03
Peoples Financial Services Corp.
UNCHANGED4,4534,45300%$1.6M$1.9M+$264.5K2026-10-20
Doliver Advisors, LP
DECREASED4,4504,677-227-5%$1.7M$1.9M+$182.2K2026-10-01
Fulcrum Asset Management LLP
INCREASED4,4282,676+1,752+65%$964.8K$1.9M+$911.0K2026-11-04
Kentucky Trust Co
DECREASED4,4154,717-302-6%$1.7M$1.9M+$152.8K2026-10-15
Townsend Asset Management Corp
INCREASED4,4144,405+9+0%$1.6M$1.9M+$265.4K2026-10-29
Hall Laurie J Trustee
DECREASED4,4125,502-1,090-20%$2.0M$1.9M-$132.7K2026-10-06
Thrive Capital Management, LLC
DECREASED4,3974,477-80-2%$1.6M$1.9M+$232.2K2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED4,3923,502+890+25%$1.3M$1.9M+$582.9K2026-10-23
Ridgecrest Wealth Partners, LLC
INCREASED4,3864,325+61+1%$1.6M$1.8M+$282.6K2026-10-19
Blue Line Capital, LLC / IL
INCREASED4,3834,110+273+7%$1.5M$1.8M+$359.4K2026-11-04
Mechanics Financial Corp
DECREASED4,3824,389-70%$1.6M$1.8M+$257.7K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED4,3824,387-50%$1.6M$1.9M+$317.6K2026-10-21
Patton Albertson Miller Group, LLC
DECREASED4,3665,206-840-16%$1.9M$1.8M-$44.9K2026-10-26
G&S Capital LLC
DECREASED4,3314,359-28-1%$1.6M$1.8M+$247.1K2026-10-23
Keudell ison Wealth Management
DECREASED4,3274,952-625-13%$1.8M$1.8M+$30.3K2026-10-16
Alhambra Investment Management LLC
DECREASED4,3204,329-90%$1.6M$1.8M+$253.3K2026-10-15
Sanders Morris Harris LLC
NEW4,292—+4,292——$1.8M—2026-10-14
Fairfield Financial Advisors, LTD
DECREASED4,2744,758-484-10%$1.7M$1.8M+$78.5K2026-10-14
Heritage Investment Group, Inc.
DECREASED4,2624,265-30%$1.5M$1.8M+$252.0K2026-11-03
Canopy Partners, LLC
DECREASED4,2554,519-264-6%$1.6M$1.8M+$157.1K2026-10-28
Aviso Wealth Management
INCREASED4,2492,681+1,568+58%$971.1K$1.8M+$819.9K2026-11-04
Silverlake Wealth Management LLC
DECREASED4,2474,333-86-2%$1.6M$1.8M+$220.9K2026-10-21
Wealth Group, Ltd.
DECREASED4,24616,942-12,696-75%$6.1M$1.8M-$4.3M2026-10-30
Valley Brook Capital Group, Inc.
INCREASED4,2444,243+1+0%$1.5M$1.8M+$252.1K2026-10-26
TAGStone Capital, Inc.
INCREASED4,2084,182+26+1%$1.5M$1.8M+$259.2K2026-11-09
Legacy Advisors, LLC
DECREASED4,2064,387-181-4%$1.6M$1.8M+$184.3K2026-10-19
S-Bank Fund Management Ltd
INCREASED4,2044,000+204+5%$1.4M$1.8M+$323.5K2026-11-06
Trust Investment Advisors
INCREASED4,1883,411+777+23%$1.2M$1.8M+$530.1K2026-10-20
Boomfish Wealth Group, LLC
DECREASED4,1865,633-1,447-26%$2.0M$1.8M-$275.4K2026-10-22
Parkside Financial Bank & Trust
INCREASED4,1744,153+21+1%$1.5M$1.8M+$255.5K2026-10-27
Chilton Capital Management LLC
INCREASED4,1724,095+77+2%$1.5M$1.8M+$275.7K2026-10-28
Zions Bancorporation, National Association
DECREASED4,16114,352-10,191-71%$5.2M$1.8M-$3.4M2026-11-06
Waters Parkerson & Co., LLC
UNCHANGED4,1374,13700%$1.5M$1.7M+$245.7K2026-11-04
Beaumont Financial Advisors, LLC
INCREASED4,1364,130+6+0%$1.5M$1.7M+$247.5K2026-10-22
Novem Group
DECREASED4,12814,901-10,773-72%$5.4M$1.7M-$3.7M2026-10-19
KPP Advisory Services LLC
DECREASED4,1245,655-1,531-27%$2.0M$1.7M-$309.4K2026-10-26
Croban
INCREASED4,1194,078+41+1%$1.5M$1.7M+$259.5K2026-11-09
denkapparat Operations GmbH
DECREASED4,1144,574-460-10%$1.7M$1.7M+$77.8K2026-11-09
Gouws Capital LLC
DECREASED4,1006,100-2,000-33%$2.2M$1.7M-$480.7K2026-10-09
Fortis Capital Advisors, LLC
INCREASED4,0831,159+2,924+252%$419.7K$1.7M+$1.3M2026-11-09
Willow Creek Capital Management, Inc.
UNCHANGED4,0754,07500%$1.5M$1.5M$02026-10-16
Kathmere Capital Management, LLC
INCREASED4,0723,797+275+7%$1.4M$1.7M+$341.6K2026-10-20
Natural Investments, LLC
INCREASED4,0683,879+189+5%$1.4M$1.7M+$310.8K2026-11-06
Weatherly Asset Management L. P.
DECREASED4,0404,045-50%$1.5M$1.7M+$238.1K2026-10-20
Fell Capital Management
UNCHANGED4,0404,04000%$1.5M$1.7M+$239.9K2026-10-09
Manchester Capital Management LLC
DECREASED4,0374,076-39-1%$1.5M$1.7M+$226.0K2026-10-22
First County Bank
DECREASED4,0374,058-21-1%$1.5M$1.7M+$232.2K2026-10-13
Gilpin Wealth Management, LLC
DECREASED4,0134,127-114-3%$1.5M$1.7M+$197.1K2026-10-09
Manchester Financial Inc
INCREASED4,0084,007+1+0%$1.5M$1.7M+$238.1K2026-10-15
Boit C F David
UNCHANGED4,0004,00000%$1.4M$1.7M+$237.6K2026-10-29
Altfest L J & Co Inc
DECREASED3,9964,072-76-2%$1.5M$1.7M+$209.4K2026-10-27
Obermeyer Wealth Partners
INCREASED3,9923,986+6+0%$1.4M$1.7M+$239.3K2026-10-21
Parisi Gray Wealth Management
INCREASED3,9893,972+17+0%$1.4M$1.7M+$243.1K2026-10-16
Global Financial Private Client, LLC
INCREASED3,9823,616+366+10%$1.3M$1.7M+$369.1K2026-10-15
Cheviot Value Management, LLC
INCREASED3,9353,892+43+1%$1.4M$1.7M+$249.4K2026-11-09
Investment Research Partners LLC
INCREASED3,9283,890+38+1%$1.4M$1.7M+$247.1K2026-10-19
Alta Advisers Ltd
INCREASED3,9192,110+1,809+86%$764.1K$1.7M+$887.8K2026-11-02
KFG Wealth Management, LLC
DECREASED3,9184,837-919-19%$1.8M$1.7M-$100.3K2026-10-16
Loudon Investment Management, LLC
DECREASED3,9174,237-320-8%$1.5M$1.7M+$116.8K2026-11-06
71 West Capital Partners
INCREASED3,9143,626+288+8%$1.3M$1.6M+$336.7K2026-11-04
Quilter Plc
INCREASED3,9133,300+613+19%$1.2M$1.6M+$454.4K2026-10-21
Northern Financial Advisors Inc
INCREASED3,8863,847+39+1%$1.4M$1.6M+$244.9K2026-10-29
Arwa LLC
DECREASED3,8764,423-547-12%$1.6M$1.6M-$43.3K2026-10-21
NBT Bank, N.A.
INCREASED3,8743,761+113+3%$1.4M$1.6M+$271.0K2026-10-21
CX Institutional
DECREASED3,87025,985-22,115-85%$9.4M$1.6M-$7.8M2026-10-02
Lewis Asset Management, LLC
INCREASED3,8643,649+215+6%$1.3M$1.6M+$307.4K2026-10-14
Carret Asset Management, LLC
DECREASED3,8543,979-125-3%$1.4M$1.6M+$183.6K2026-11-04
Focused Alpha, LLC
INCREASED3,8513,561+290+8%$1.3M$1.6M+$333.8K2026-10-20
Citizens Business Bank
DECREASED3,8483,858-100%$1.4M$1.6M+$224.9K2026-11-09
Retirement Planning Group, LLC
INCREASED3,8463,702+144+4%$1.3M$1.6M+$280.6K2026-10-19
Cerro Pacific Wealth Advisors LLC
INCREASED3,8453,817+28+1%$1.4M$1.6M+$238.3K2026-10-22
Birinyi Associates Inc
UNCHANGED3,8273,82700%$1.4M$1.6M+$227.0K2026-10-28
Guidance Capital, Inc
DECREASED3,8104,005-195-5%$1.5M$1.8M+$285.0K2026-11-03
Corundum Group, Inc.
INCREASED3,8083,678+130+4%$1.3M$1.6M+$273.2K2026-10-28
Hardworking Capital Advisors, LLC
DECREASED3,8064,361-555-13%$1.6M$1.6M+$25.0K2026-10-20
Abacus Planning Group, Inc.
INCREASED3,7963,730+66+2%$1.4M$1.6M+$249.5K2026-11-02
Ellis Investment Partners, LLC
DECREASED3,7954,067-272-7%$1.5M$1.6M+$126.9K2026-10-21
Heritage Trust Co
DECREASED3,7873,893-106-3%$1.4M$1.6M+$186.5K2026-11-09
IFG Advisory, LLC
DECREASED3,7809,053-5,273-58%$3.3M$1.6M-$1.7M2026-11-09
Herold Advisors, Inc.
INCREASED3,7553,526+229+6%$1.3M$1.6M+$311.6K2026-10-19
International Assets Investment Management, LLC
DECREASED3,7373,815-78-2%$1.4M$1.5M+$143.6K2026-11-02
Curat Global, LLC
INCREASED3,7233,403+320+9%$1.3M$1.6M+$221.8K2026-10-26
Guyasuta Investment Advisors Inc
INCREASED3,7123,642+70+2%$1.3M$1.6M+$245.7K2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED3,7113,661+50+1%$1.3M$1.6M+$238.5K2026-10-15
Bond & Devick Financial Network, Inc.
DECREASED3,7093,711-20%$1.3M$1.6M+$219.6K2026-10-23
Eubel Brady & Suttman Asset Management Inc
UNCHANGED3,7093,70900%$1.3M$1.6M+$220.0K2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED3,7063,642+64+2%$1.3M$1.6M+$243.3K2026-10-27
Harbour Trust & Investment Management Co
DECREASED3,6993,809-110-3%$1.4M$1.6M+$179.9K2026-10-28
BAR Harbor Wealth Management
INCREASED3,6963,657+39+1%$1.3M$1.6M+$233.6K2026-10-21
DMC Group, LLC
INCREASED3,6883,644+44+1%$1.3M$1.6M+$235.0K2026-10-26
DB Fitzpatrick & Co, Inc
DECREASED3,6853,755-70-2%$1.4M$1.6M+$193.5K2026-10-19
Arthur M. Cohen & Associates, LLC
DECREASED3,6813,981-300-8%$1.4M$1.6M+$110.0K2026-10-26
Sovran Advisors, LLC
DECREASED3,6663,667-10%$1.4M$1.7M+$247.9K2026-11-02
Human Investing LLC
INCREASED3,6573,536+121+3%$1.3M$1.5M+$260.9K2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED3,6473,64700%$1.1M$1.4M+$214.0K2026-11-04
Focus Financial Network, Inc.
DECREASED3,6093,743-134-4%$1.4M$1.5M+$165.5K2026-10-14
Convergence Investment Partners, LLC
INCREASED3,606770+2,836+368%$278.7K$1.5M+$1.2M2026-10-28
Retireful, LLC
NEW3,605—+3,605——$1.5M—2026-10-09
Hilton Head Capital Partners, LLC
DECREASED3,6053,927-322-8%$1.4M$1.5M+$97.2K2026-10-23
Cidel Asset Management Inc
DECREASED3,6013,794-193-5%$1.4M$1.5M+$144.0K2026-10-29
Claro Advisors Inc.
INCREASED3,5663,385+181+5%$1.2M$1.5M+$277.3K2026-11-02
Sculati Wealth Management, LLC
INCREASED3,5643,521+43+1%$1.3M$1.5M+$198.5K2026-10-19
Westco Advisory Services Inc
UNCHANGED3,5623,56200%$1.3M$1.5M+$211.5K2026-10-14
Integrity Wealth Advisors, Inc.
NEW3,556—+3,556——$1.5M—2026-10-29
Sidoxia Capital Management, LLC
INCREASED3,5512,952+599+20%$1.1M$1.5M+$427.8K2026-10-28
Live Oak Private Wealth LLC
DECREASED3,5463,612-66-2%$1.3M$1.5M+$186.7K2026-11-02
Childress Capital Advisors, LLC
INCREASED3,5353,488+47+1%$1.3M$1.5M+$227.0K2026-10-28
Avestar Capital, LLC
DECREASED3,5143,577-63-2%$1.3M$1.5M+$186.0K2026-10-28
Legacy Financial Advisors, Inc.
INCREASED3,4943,407+87+3%$1.2M$1.5M+$239.0K2026-11-09
Aprio Wealth Management, LLC
INCREASED3,4863,328+158+5%$1.2M$1.5M+$264.3K2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED3,4843,220+264+8%$1.2M$1.5M+$302.5K2026-11-02
B. Riley Wealth Advisors, Inc.
DECREASED3,4783,654-176-5%$1.3M$1.5M+$148.6K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED3,4724,108-636-15%$1.5M$1.5M-$24.1K2026-10-15
PDS Planning, Inc
INCREASED3,4523,399+53+2%$1.2M$1.5M+$224.2K2026-11-03
Brandywine OAK Private Wealth LLC
UNCHANGED3,4473,44700%$1.2M$1.5M+$204.7K2026-10-23
Lummis Asset Management, LP
UNCHANGED3,4333,43300%$1.3M$1.6M+$267.1K2026-11-09
SVB Wealth LLC
DECREASED3,4313,655-224-6%$1.3M$1.4M+$122.7K2026-11-06
M Holdings Securities, Inc.
NEW3,429—+3,429——$1.6K—2026-11-03
Jeppson Wealth Management, LLC
DECREASED3,4293,432-30%$1.2M$1.4M+$202.6K2026-10-20
Supplemental Annuity Collective Trust of NJ
DECREASED3,4213,462-41-1%$1.3M$1.4M+$188.3K2026-11-02
Moss Adams Wealth Advisors LLC
DECREASED3,4174,043-626-15%$1.5M$1.4M-$23.7K2026-10-28
Beaton Management Co. Inc.
UNCHANGED3,4093,40900%$1.2M$1.4M+$203.0K2026-11-09
Bourgeon Capital Management LLC
INCREASED3,4043,401+3+0%$1.2M$1.4M+$203.3K2026-10-19
Agate Pass Investment Management, LLC
INCREASED3,3973,394+3+0%$1.2M$1.4M+$202.9K2026-10-20
Biltmore Family Office, LLC
INCREASED3,3893,264+125+4%$1.2M$1.4M+$246.5K2026-11-03
Scott & Selber, Inc.
INCREASED3,3863,381+5+0%$1.2M$1.4M+$203.0K2026-10-21
Financial Perspectives, Inc
DECREASED3,3773,675-298-8%$1.3M$1.4M+$92.7K2026-11-03
Howland Capital Management LLC
DECREASED3,3593,560-201-6%$1.3M$1.4M+$126.7K2026-10-22
Virtue Asset Management LLC
INCREASED3,3503,193+157+5%$1.2M$1.4M+$255.7K2026-10-21
Anchyra Partners LLC
INCREASED3,3453,094+251+8%$1.1M$1.4M+$289.6K2026-10-13
Worth Asset Management, LLC
NEW3,337—+3,337——$1.4M—2026-10-07
KRS Capital Management, LLC
DECREASED3,3143,320-60%$1.2M$1.4M+$194.7K2026-10-16
Portfolio Design Labs, LLC
DECREASED3,3083,317-90%$1.2M$1.4M+$193.3K2026-11-04
Apella Capital, LLC
INCREASED3,3022,984+318+11%$1.1M$1.4M+$265.5K2026-10-08
Catalyst Financial Partners LLC
DECREASED3,2873,386-99-3%$1.2M$1.4M+$159.4K2026-11-06
Triasima Portfolio Management inc.
NEW3,280—+3,280——$1.4M—2026-10-15
Grove Bank & Trust
INCREASED3,2723,253+19+1%$1.2M$1.4M+$201.2K2026-10-08
Burford Brothers, Inc.
INCREASED3,2703,252+18+1%$1.2M$1.4M+$200.7K2026-10-21
Princeton Capital Management LLC
DECREASED3,2643,378-114-3%$1.2M$1.4M+$152.8K2026-10-27
First City Capital Management, Inc.
DECREASED3,2573,282-25-1%$1.2M$1.4M+$184.4K2026-10-27
WBI Investments, LLC
INCREASED3,2511,244+2,007+161%$450.5K$1.4M+$919.8K2026-11-05
Westhampton Capital, LLC
INCREASED3,2513,250+1+0%$1.2M$1.4M+$193.4K2026-10-30
DCF Advisers, LLC
DECREASED3,2505,250-2,000-38%$1.9M$1.4M-$531.2K2026-11-04
Fairvoy Private Wealth, LLC
DECREASED3,2453,257-120%$1.2M$1.4M+$188.6K2026-10-19
Mendel Money Management
DECREASED3,2343,315-81-2%$1.2M$1.4M+$162.7K2026-11-02
J.Safra Asset Management Corp
INCREASED3,2343,204+30+1%$1.2M$1.4M+$202.8K2026-11-03
D'Orazio & Associates, Inc.
INCREASED3,2313,096+135+4%$1.1M$1.4M+$240.6K2026-11-04
StoneX Group Inc.
DECREASED3,22412,416-9,192-74%$4.5M$1.4M-$3.1M2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED3,2163,356-140-4%$1.2M$1.4M+$140.4K2026-10-16
Johnson & White Wealth Management, LLC
DECREASED3,2153,233-18-1%$1.2M$1.4M+$184.6K2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED3,2143,223-90%$1.2M$1.4M+$187.7K2026-10-26
Lee Financial Co
INCREASED3,1963,190+6+0%$1.2M$1.3M+$192.0K2026-10-16
PFW Advisors LLC
DECREASED3,1883,208-20-1%$1.2M$1.3M+$182.1K2026-10-07
Twelve Points Wealth Management LLC
DECREASED3,1863,235-49-2%$1.2M$1.5M+$313.3K2026-11-03
Duncker Streett & Co Inc
UNCHANGED3,1753,17500%$1.1M$1.3M+$188.5K2026-10-27
MBA Advisors LLC
INCREASED3,1693,168+1+0%$1.1M$1.3M+$188.6K2026-10-29
Covenant Asset Management, LLC
DECREASED3,1633,320-157-5%$1.2M$1.3M+$131.0K2026-10-14
Chesapeake Wealth Management
DECREASED3,1613,188-27-1%$1.2M$1.3M+$178.0K2026-11-09
TrinityBridge Ltd
DECREASED3,1553,242-87-3%$1.2M$1.3M+$156.0K2026-10-30
Antonelli Financial Advisors, LLC
UNCHANGED3,1493,14900%$1.1M$1.3M+$187.0K2026-10-13
Orrstown Financial Services Inc
INCREASED3,1433,129+14+0%$1.1M$1.3M+$191.7K2026-10-14
Sapient Capital LLC
INCREASED3,1242,757+367+13%$998.4K$1.3M+$318.4K2026-10-08
Cowa, LLC
DECREASED3,1113,112-10%$1.1M$1.3M+$184.8K2026-10-30
Gradient Capital Advisors, LLC
INCREASED3,1043,097+7+0%$1.1M$1.3M+$186.8K2026-10-21
Patten & Patten Inc
DECREASED3,0963,119-23-1%$1.1M$1.3M+$175.5K2026-10-26
WP Advisors, LLC
INCREASED3,0913,072+19+1%$1.1M$1.3M+$190.4K2026-10-22
Plancorp, LLC
INCREASED3,0752,399+676+28%$864.9K$1.4M+$568.0K2026-11-03
Milestone Asset Management, LLC
DECREASED3,05917,878-14,819-83%$6.5M$1.3M-$5.2M2026-10-15
MB, Levis & Associates, LLC
INCREASED3,0572,928+129+4%$1.1M$1.3M+$228.2K2026-10-16
Heritage Wealth Management, Inc.
DECREASED3,0513,120-69-2%$1.1M$1.3M+$156.2K2026-10-28
bLong Financial, LLC
UNCHANGED3,0503,05000%$1.1M$1.3M+$181.1K2026-10-29
Chicago Trust Co NA
INCREASED3,0412,878+163+6%$1.0M$1.3M+$239.6K2026-10-28
Carl P. Sherr & Co., LLC
UNCHANGED3,0373,03700%$1.1M$1.3M+$180.4K2026-11-06
Ddfg, Inc
INCREASED3,0312,746+285+10%$994.4K$1.3M+$283.3K2026-10-15
Seizert Capital Partners, LLC
DECREASED3,02618,902-15,876-84%$6.8M$1.3M-$5.6M2026-10-30
Greykasell Wealth Strategies, Inc.
DECREASED3,0253,119-94-3%$1.1M$1.3M+$145.8K2026-11-09
Strategy Asset Managers LLC
INCREASED3,0253,012+13+0%$1.1M$1.3M+$184.2K2026-10-14
Greenfield Savings Bank
UNCHANGED3,0173,01700%$1.1M$1.3M+$179.2K2026-10-07
Strategic Blueprint, LLC
INCREASED3,0131,477+1,536+104%$535.0K$1.3M+$735.2K2026-10-22
Pettee Investors, Inc.
UNCHANGED3,0113,01100%$1.1M$1.3M+$178.8K2026-11-09
Balefire, LLC
DECREASED3,0073,296-289-9%$1.2M$1.3M+$73.8K2026-10-09
Pittenger & Anderson Inc
UNCHANGED3,0033,00300%$1.1M$1.3M+$178.3K2026-11-02
Hager Investment Management Services, LLC
DECREASED2,9973,476-479-14%$1.3M$1.3M+$4.5K2026-11-04
Hohimer Wealth Management, LLC
DECREASED2,9953,102-107-3%$1.1M$1.3M+$139.3K2026-11-04
3Chopt Investment Partners, LLC
INCREASED2,9891,629+1,360+83%$589.9K$1.3M+$670.0K2026-10-30
Kendall Capital Management
DECREASED2,9882,995-70%$1.1M$1.3M+$174.9K2026-10-23
SBI Securities Co., Ltd.
DECREASED2,9573,157-200-6%$1.1M$1.2M+$103.2K2026-10-22
Sylvest Advisors, LLC
DECREASED2,9353,147-212-7%$1.1M$1.2M+$97.5K2026-10-26
Sound Income Strategies, LLC
INCREASED2,9272,246+681+30%$813.3K$1.2M+$379.2K2026-10-09
HighPoint Advisor Group LLC
DECREASED2,9242,946-22-1%$1.1M$1.2M+$165.8K2026-11-09
SGL Investment Advisors, Inc.
DECREASED2,9133,193-280-9%$1.3M$1.3M+$9.1K2026-11-09
Wealth Effects LLC
INCREASED2,9112,905+6+0%$1.1M$1.2M+$175.0K2026-10-23
Impact Partnership Wealth, LLC
DECREASED2,9064,939-2,033-41%$1.8M$1.2M-$563.4K2026-11-09
Accredited Investors Inc.
INCREASED2,9022,123+779+37%$768.8K$1.2M+$454.3K2026-11-03
Legacy Trust
INCREASED2,9022,869+33+1%$1.0M$1.4M+$313.4K2026-11-06
Dickmeyer Boyce Financial Management, Inc.
INCREASED2,8982,893+5+0%$1.0M$1.2M+$173.8K2026-10-08
Davis Investment Partners, LLC
DECREASED2,8764,600-1,724-37%$1.7M$1.2M-$453.3K2026-11-05
Certuity, LLC
INCREASED2,8632,399+464+19%$868.6K$1.2M+$338.1K2026-11-02
Nichols & Pratt Advisers LLP
DECREASED2,8472,897-50-2%$1.0M$1.2M+$110.4K2026-10-13
Hilltop National Bank
DECREASED2,8462,860-140%$1.0M$1.2M+$164.0K2026-10-14
Pavion Blue Capital, LLC
DECREASED2,8392,846-70%$1.2M$1.2M+$21.2K2026-11-05
Personal CFO Solutions, LLC
DECREASED2,8253,219-394-12%$1.2M$1.2M+$25.3K2026-11-06
Victory Financial Group, LLC
INCREASED2,8242,418+406+17%$875.6K$1.2M+$314.7K2026-10-27
Paragon Private Wealth Management, LLC
DECREASED2,8043,050-246-8%$1.1M$1.2M+$77.9K2026-10-20
Fortress Financial Group, LLC
INCREASED2,8032,800+3+0%$1.0M$1.2M+$167.6K2026-10-21
ANB Bank
DECREASED2,8012,904-103-4%$1.1M$1.2M+$129.1K2026-10-09
Facet Wealth, Inc.
INCREASED2,8002,188+612+28%$792.5K$1.2M+$387.9K2026-11-04
Schneider Downs Wealth Management Advisors, LP
INCREASED2,7962,628+168+6%$951.7K$1.2M+$226.9K2026-10-27
Evermay Wealth Management LLC
DECREASED2,7932,873-80-3%$1.0M$1.2M+$136.9K2026-11-05
Asset One Wealth Management LLC
INCREASED2,7912,480+311+13%$888.6K$1.2M+$287.8K2026-11-02
Chemistry Wealth Management LLC
INCREASED2,7902,786+4+0%$1.0M$1.2M+$167.1K2026-10-16
Independence Bank of Kentucky
INCREASED2,7882,730+58+2%$988.6K$1.2M+$186.6K2026-10-26
Net Worth Advisory Group
INCREASED2,7862,579+207+8%$934.0K$1.1M+$200.4K2026-10-20
Kuhn & Co Investment Counsel
INCREASED2,7852,779+6+0%$1.0M$1.2M+$167.6K2026-10-29
Montag A & Associates Inc
INCREASED2,7802,744+36+1%$993.7K$1.2M+$178.1K2026-10-29
Advisor OS, LLC
INCREASED2,7772,773+4+0%$1.0M$1.2M+$166.2K2026-11-03
Capital Advisors, Ltd. LLC
DECREASED2,7732,998-225-8%$1.1M$1.2M+$83.0K2026-10-27
Beirne Wealth Consulting Services, LLC
INCREASED2,7722,722+50+2%$985.7K$1.2M+$182.7K2026-10-19
Monument Capital Management
INCREASED2,7692,614+155+6%$946.6K$1.2M+$220.6K2026-10-09
BankPlus Wealth Management LLC
INCREASED2,7622,638+124+5%$956.4K$1.2M+$209.6K2026-10-13
Phoenix Wealth Advisors
DECREASED2,7432,752-90%$996.6K$1.2M+$159.6K2026-11-03
TrustBank
UNCHANGED2,7392,73900%$991.8K$1.2M+$162.7K2026-10-20
Visionary Horizons, LLC
DECREASED2,7353,090-355-11%$1.1M$1.2M+$34.1K2026-10-22
White Lighthouse Investment Management Inc.
INCREASED2,7352,633+102+4%$953.6K$1.2M+$199.2K2026-10-21
Oarsman Capital, Inc.
INCREASED2,7302,694+36+1%$975.4K$1.2M+$175.4K2026-11-05
First Affirmative Financial Network
NEW2,724—+2,724——$1.1M—2026-10-21
Thrive Wealth Management, LLC
DECREASED2,7173,218-501-16%$1.2M$1.1M-$20.2K2026-10-13
Kelleher Financial Advisors
DECREASED2,7035,256-2,553-49%$1.9M$1.1M-$763.9K2026-10-30
St. Clair Advisors, LLC
DECREASED2,7002,725-25-1%$986.8K$1.1M+$151.3K2026-10-13
Legacy Private Trust Co.
DECREASED2,6814,257-1,576-37%$1.5M$1.1M-$411.5K2026-10-06
Foster Group, Inc.
INCREASED2,6502,616+34+1%$947.4K$1.1M+$169.4K2026-10-13
Richwood Investment Advisors, LLC
DECREASED2,6452,730-85-3%$988.6K$1.1M+$126.3K2026-10-30
Flagship Harbor Advisors, LLC
DECREASED2,6442,672-28-1%$967.6K$1.1M+$146.9K2026-10-26
180 Wealth Advisors, LLC
DECREASED2,63615,157-12,521-83%$5.5M$1.1M-$4.4M2026-11-03
Ignite Planners, LLC
INCREASED2,6332,547+86+3%$923.1K$1.1M+$194.5K2026-10-14
Schmidt P J Investment Management Inc
DECREASED2,6192,704-85-3%$979.2K$1.1M+$124.8K2026-11-02
Decision Investments, Inc
DECREASED2,6192,629-100%$952.2K$1.1M+$151.6K2026-10-07
MW Advisory, LLC
DECREASED2,6052,910-305-10%$1.1M$1.1M+$44.5K2026-10-19
Wincap Financial LLC
INCREASED2,6042,444+160+7%$884.9K$1.1M+$212.6K2026-10-20
Curbstone Financial Management Corp
UNCHANGED2,6042,60400%$943.0K$1.1M+$154.7K2026-10-21
Peregrine Asset Advisers, Inc.
DECREASED2,6002,901-301-10%$1.1M$1.1M+$45.4K2026-11-09
Paragon Capital Management Ltd
DECREASED2,6002,620-20-1%$948.8K$1.1M+$147.2K2026-10-09
Texas Capital Bank Wealth Management Services Inc
INCREASED2,5882,465+123+5%$892.6K$1.1M+$198.2K2026-11-09
BLB&B Advisors, LLC
DECREASED2,5822,773-191-7%$1.0M$1.1M+$84.2K2026-10-27
Clearwave Capital, LLC
INCREASED2,5822,528+54+2%$915.4K$1.1M+$173.0K2026-10-27
Essex Bank
INCREASED2,5702,520+50+2%$912.5K$1.1M+$170.8K2026-10-16
AdvisorNet Financial, Inc
DECREASED2,5592,571-120%$930.9K$1.1M+$159.5K2026-10-15
Ables, Iannone, Moore & Associates, Inc.
DECREASED2,5582,858-300-10%$1.0M$1.1M+$43.3K2026-10-06
Nikulski Financial, Inc.
DECREASED2,5582,731-173-6%$988.9K$1.1M+$89.3K2026-11-06
Calamos Wealth Management LLC
INCREASED2,5582,408+150+6%$872.0K$1.1M+$206.2K2026-11-02
Almanack Investment Partners, Llc.
INCREASED2,5532,375+178+7%$860.1K$1.1M+$216.1K2026-11-03
Allen Investment Management, LLC
UNCHANGED2,5472,54700%$922.2K$1.1M+$151.3K2026-11-03
Dutch Asset Corp
INCREASED2,5362,222+314+14%$804.6K$1.1M+$264.3K2026-10-20
Marathon Capital Management
UNCHANGED2,5332,53300%$917.4K$1.1M+$150.5K2026-10-23
Adirondack Trust Co
DECREASED2,5222,529-70%$915.8K$1.1M+$147.3K2026-10-14
Hara Capital LLC
UNCHANGED2,5072,50700%$907.8K$1.1M+$148.9K2026-10-30
Lighthouse Financial LLC
INCREASED2,5062,504+2+0%$906.7K$1.1M+$149.6K2026-10-23
Silver OAK Securities, Incorporated
INCREASED2,4981,418+1,080+76%$513.3K$1.1M+$636.6K2026-11-09
Shrier Wealth Management, LLC
DECREASED2,4882,495-70%$903.6K$1.0M+$145.2K2026-10-20
Dillon & Associates Inc
DECREASED2,4812,483-20%$899.0K$1.0M+$148.0K2026-10-22
Fiduciary Financial Group, LLC
DECREASED2,4712,525-54-2%$914.3K$1.0M+$127.2K2026-10-13
Spinnaker Investment Group, LLC
DECREASED2,4672,549-82-3%$923.0K$1.0M+$116.8K2026-10-13
AlphaCentric Advisors LLC
INCREASED2,4552,362+93+4%$855.3K$1.0M+$179.5K2026-11-03
Capital Advantage, Inc.
DECREASED2,4522,474-22-1%$896.1K$1.0M+$137.6K2026-10-14
Park National Corp
INCREASED2,4422,263+179+8%$819.5K$1.0M+$209.9K2026-10-05
ADE, LLC
DECREASED2,4422,551-109-4%$923.6K$1.0M+$105.5K2026-10-29
TrueWealth Advisors, LLC
INCREASED2,4412,317+124+5%$839.1K$1.0M+$189.6K2026-10-09
Northcape Wealth Management, LLC
DECREASED2,4372,974-537-18%$1.1M$1.0M-$49.7K2026-11-04
Signal Advisors Wealth, LLC
INCREASED2,4372,041+396+19%$738.9K$1.0M+$288.2K2026-10-13
M. Kraus & Co
UNCHANGED2,4362,43600%$882.1K$1.0M+$144.7K2026-10-20
Cottage Street Advisors LLC
DECREASED2,4342,450-16-1%$887.3K$1.0M+$138.5K2026-10-19
Cane Capital Partners, LLC
DECREASED2,4333,259-826-25%$1.2M$1.0M-$154.6K2026-10-23
Kanawha Capital Management LLC
DECREASED2,4332,441-80%$883.8K$1.0M+$141.6K2026-10-19
Iron Financial LLC
NEW2,418—+2,418——$1.0M—2026-10-23
Redhawk Wealth Advisors, Inc.
NEW2,410—+2,410——$1.0M—2026-10-14
Means Investment Co., Inc.
DECREASED2,4052,444-39-2%$884.9K$1.0M+$128.7K2026-11-03
Beverly Hills Private Wealth, LLC
INCREASED2,3992,339+60+3%$847.0K$1.0M+$164.2K2026-11-04
Baldwin Wealth Partners LLC
DECREASED2,3972,413-16-1%$873.8K$1.0M+$136.6K2026-10-13
TFB Advisors LLC
INCREASED2,3882,335+53+2%$845.6K$1.0M+$161.0K2026-11-02
Sage Rhino Capital LLC
DECREASED2,3832,387-40%$864.4K$1.0M+$140.1K2026-10-28
Westover Capital Advisors, LLC
DECREASED2,3742,375-10%$860.0K$1.0M+$140.6K2026-10-26
Schear Investment Advisers, LLC
DECREASED2,3726,265-3,893-62%$2.3M$999.7K-$1.3M2026-10-14
Tempo Wealth, LLC
INCREASED2,3721,945+427+22%$704.4K$999.7K+$295.3K2026-10-14
First Nebraska Trust Co
UNCHANGED2,3692,36900%$857.9K$998.6K+$140.7K2026-10-30
National Wealth Management Group, LLC
DECREASED2,3682,529-161-6%$915.8K$998.3K+$82.5K2026-10-26
Diversified Enterprises, LLC
INCREASED2,3551,842+513+28%$667.2K$992.5K+$325.3K2026-10-19
City State Bank
DECREASED2,3532,441-88-4%$883.9K$991.8K+$107.9K2026-10-20
Compass Capital Management, Inc
INCREASED2,3451,845+500+27%$668.1K$988.4K+$320.3K2026-11-06
Financial Solutions Advisory Group, Inc.
DECREASED2,3442,462-118-5%$895.2K$1.0M+$118.5K2026-10-28
Legacy Capital Group California, Inc.
DECREASED2,3332,351-18-1%$851.3K$983.4K+$132.0K2026-11-09
Klingman & Associates, LLC
INCREASED2,3322,140+192+9%$774.9K$983.0K+$208.0K2026-10-20
Summit Financial Wealth Advisors, LLC
DECREASED2,3272,344-17-1%$848.8K$980.9K+$132.0K2026-10-15
Carter Financial Group, Inc.
INCREASED2,3222,236+86+4%$809.6K$978.7K+$169.2K2026-10-21
Mitchell Sinkler & Starr
INCREASED2,3102,295+15+1%$831.1K$973.7K+$142.6K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED2,3012,240+61+3%$811.0K$970.0K+$159.0K2026-10-13
RS Crum Inc.
UNCHANGED2,3012,30100%$833.2K$969.9K+$136.7K2026-10-19
WealthCare Asset Management, LLC
DECREASED2,2923,560-1,268-36%$1.3M$965.9K-$323.0K2026-10-26
HF Advisory Group, LLC
DECREASED2,2892,318-29-1%$839.4K$964.9K+$125.5K2026-10-09
Vista Investment Partners II, LLC
INCREASED2,2742,254+20+1%$816.1K$958.5K+$142.4K2026-10-15
Marble Harbor Investment Counsel, LLC
DECREASED2,2742,286-12-1%$827.7K$958.4K+$130.7K2026-11-06
Paulson Wealth Management Inc.
INCREASED2,2681,970+298+15%$713.4K$956.0K+$242.6K2026-11-02
Revisor Wealth Management LLC
DECREASED2,2653,075-810-26%$1.1M$963.3K-$150.2K2026-10-20
Versant Capital Management, Inc
INCREASED2,2631,980+283+14%$717.0K$953.9K+$236.9K2026-10-02
Summit Wealth Group LLC / Co
INCREASED2,2632,129+134+6%$771.1K$953.8K+$182.7K2026-10-29
Endeavor Private Wealth, Inc.
INCREASED2,2632,184+79+4%$790.7K$954.0K+$163.3K2026-11-05
Centurion Wealth Management LLC
DECREASED2,2552,417-162-7%$875.4K$950.7K+$75.3K2026-10-13
PKS Advisory Services, LLC
UNCHANGED2,2552,25500%$816.9K$816.9K$02026-10-26
SAX Wealth Advisors, LLC
INCREASED2,2541,862+392+21%$655.2K$950.0K+$294.9K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
INCREASED2,2452,080+165+8%$753.3K$946.4K+$193.1K2026-10-15
Baron Wealth Management LLC
INCREASED2,2392,185+54+2%$791.3K$943.6K+$152.4K2026-10-27
Stone Summit Wealth LLC
DECREASED2,2262,275-49-2%$823.7K$938.2K+$114.4K2026-10-14
Cohen Capital Management, Inc.
UNCHANGED2,2242,22400%$805.4K$937.4K+$132.1K2026-10-14
New Hampshire Trust
DECREASED2,2212,237-16-1%$810.1K$936.2K+$126.1K2026-10-20
Convergence Financial, LLC
DECREASED2,2123,673-1,461-40%$1.3M$932.4K-$397.7K2026-10-27
Vision Financial Markets LLC
NEW2,200—+2,200——$927.3K—2026-10-22
Long Road Investment Counsel, LLC
UNCHANGED2,2002,20000%$796.7K$927.3K+$130.7K2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED2,1992,109+90+4%$763.7K$926.9K+$163.3K2026-11-04
Home Federal Bank of Tennessee
DECREASED2,1952,270-75-3%$822.0K$925.2K+$103.2K2026-10-15
Thoma Capital Management LLC
UNCHANGED2,1932,19300%$794.4K$924.6K+$130.2K2026-10-19
Centennial Wealth Advisory LLC
INCREASED2,1922,160+32+1%$782.4K$924.4K+$142.0K2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED2,1902,19000%$793.2K$793.2K$02026-10-13
Windsor Capital Management, LLC
DECREASED2,1813,307-1,126-34%$1.2M$919.3K-$278.2K2026-10-13
Baxter Bros Inc
INCREASED2,1812,081+100+5%$753.6K$919.3K+$165.7K2026-11-04
Saratoga Research & Investment Management
UNCHANGED2,1812,18100%$789.8K$919.3K+$129.5K2026-10-16
Fire Capital Management LLC
NEW2,180—+2,180——$918.9K—2026-10-27
Magnolia Capital Management LTD
UNCHANGED2,1752,17500%$788.0K$917.0K+$129.0K2026-10-09
Oslo Pensjonsforsikring AS
INCREASED2,1741,878+296+16%$680.1K$916.4K+$236.3K2026-10-15
Breakwater Capital Group
INCREASED2,1702,155+15+1%$780.4K$914.7K+$134.3K2026-10-09
E&G Advisors, LLC
UNCHANGED2,1662,16600%$784.4K$913.0K+$128.6K2026-10-13
Angeles Wealth Management, LLC
DECREASED2,1542,304-150-7%$834.2K$908.1K+$73.9K2026-10-26
ASL Financial, LLC
UNCHANGED2,1502,15000%$778.6K$906.2K+$127.7K2026-10-15
Cornerstone Advisory, LLC
INCREASED2,1472,073+74+4%$750.6K$904.8K+$154.1K2026-11-06
Bill Few Associates, Inc.
DECREASED2,1452,180-35-2%$789.3K$904.3K+$115.0K2026-10-09
Channel Wealth LLC
INCREASED2,1452,124+21+1%$769.2K$904.2K+$135.0K2026-11-06
Interchange Capital Partners, LLC
INCREASED2,1392,111+28+1%$764.5K$901.7K+$137.2K2026-10-28
BridgePort Financial Solutions, LLC
DECREASED2,1342,213-79-4%$801.5K$899.5K+$98.0K2026-11-02
Segment Wealth Management, LLC
UNCHANGED2,1342,13400%$772.8K$899.5K+$126.7K2026-10-26
Golden Reserve Retirement LLC
NEW2,131—+2,131——$898.1K—2026-11-02
Worth Financial Advisory Group, LLC
INCREASED2,1301,870+260+14%$677.2K$898.0K+$220.8K2026-10-19
KG Capital Management
INCREASED2,1281,533+595+39%$555.1K$896.8K+$341.7K2026-10-15
Keystone Wealth Services, LLC
INCREASED2,1232,119+4+0%$767.4K$899.4K+$132.0K2026-11-03
Cypress Wealth Services, LLC
INCREASED2,1192,114+5+0%$765.6K$853.0K+$87.4K2026-10-21
Axxion S.A.
INCREASED2,1181,968+150+8%$712.7K$892.8K+$180.1K2026-10-22
Nelson Capital Management, LLC
DECREASED2,1142,154-40-2%$780.0K$891.1K+$111.1K2026-11-09
Washington Trust Bank
INCREASED2,1121,987+125+6%$719.5K$890.2K+$170.7K2026-11-03
Triad Wealth Partners, LLC
DECREASED2,1112,169-58-3%$821.8K$890.0K+$68.2K2026-10-26
Columbia Bank
UNCHANGED2,1062,10600%$762.6K$887.7K+$125.1K2026-10-29
Nautilus Advisors LLC
INCREASED2,0962,048+48+2%$744.1K$883.5K+$139.5K2026-10-07
Canandaigua National Trust Co of Florida
NEW2,093—+2,093——$882.2K—2026-10-07
Garde Capital, Inc.
DECREASED2,0922,096-40%$759.0K$881.8K+$122.8K2026-10-29
Wespac Advisors, LLC
UNCHANGED2,0872,08700%$755.9K$879.8K+$124.0K2026-10-26
Strive Financial Group,LLC
INCREASED2,0751,957+118+6%$708.7K$874.5K+$165.8K2026-11-09
CFM Wealth Partners LLC
UNCHANGED2,0742,07400%$751.0K$874.2K+$123.2K2026-11-05
Access Financial Services, Inc.
INCREASED2,0702,052+18+1%$743.1K$872.5K+$129.5K2026-11-09
John G Ullman & Associates Inc
DECREASED2,0662,125-59-3%$769.5K$870.8K+$101.3K2026-11-04
Birch Hill Investment Advisors LLC
UNCHANGED2,0602,06000%$746.0K$868.3K+$122.3K2026-10-16
Pflug Koory, LLC
UNCHANGED2,0582,05800%$745.2K$867.5K+$122.2K2026-10-26
Advisory Advocates, LLC
DECREASED2,0562,185-129-6%$791.2K$866.5K+$75.3K2026-11-05
Ipsen Advisor Group LLC
DECREASED2,0472,057-100%$745.1K$862.8K+$117.7K2026-10-29
Willner & Heller, LLC
DECREASED2,0422,142-100-5%$775.7K$860.5K+$84.8K2026-10-28
Galvin, Gaustad & Stein, LLC
UNCHANGED2,0422,04200%$739.6K$861.0K+$121.4K2026-10-08
Neville Rodie & Shaw Inc
UNCHANGED2,0352,03500%$737.0K$858.0K+$121.0K2026-10-05
North Forty Two & Co.
UNCHANGED2,0352,03500%$736.9K$857.8K+$120.9K2026-10-19
Burkett Financial Services, LLC
INCREASED2,0322,019+13+1%$731.2K$856.8K+$125.6K2026-10-01
Laurel OAK Wealth Management, LLC
DECREASED2,0312,554-523-20%$924.9K$856.1K-$68.8K2026-10-19
Navigoe, LLC
UNCHANGED2,0272,02700%$734.0K$854.0K+$120.0K2026-11-04
Howard Financial Services, Ltd.
INCREASED2,0231,892+131+7%$685.2K$852.8K+$167.6K2026-10-15
Oakworth Capital, Inc.
INCREASED2,0142,008+6+0%$726.7K$848.9K+$122.2K2026-10-26
Relyea Zuckerberg Hanson LLC
INCREASED2,0091,624+385+24%$588.1K$846.8K+$258.7K2026-10-20
Optas, LLC
INCREASED2,0061,817+189+10%$658.0K$845.5K+$187.6K2026-11-09
Alpha Wealth Funds, LLC
UNCHANGED2,0052,00500%$726.1K$845.1K+$119.1K2026-11-05
Samalin Investment Counsel, LLC
INCREASED2,0041,940+64+3%$702.6K$844.6K+$142.0K2026-10-23
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED2,0002,500-500-20%$905.3K$843.0K-$62.3K2026-11-06
Creative Financial Designs Inc
DECREASED1,9966,017-4,021-67%$2.2M$841.5K-$1.3M2026-11-04
Riverbend Wealth Management, LLC
DECREASED1,9912,610-619-24%$945.3K$839.3K-$105.9K2026-10-15
Benchmark Financial Wealth Advisors, LLC
INCREASED1,9911,801+190+11%$652.2K$839.4K+$187.2K2026-10-20
Concentrum Wealth Management
INCREASED1,9871,954+33+2%$707.4K$837.7K+$130.2K2026-11-09
Cyndeo Wealth Partners, LLC
INCREASED1,9781,742+236+14%$630.9K$833.6K+$202.7K2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED1,9781,97800%$716.3K$833.7K+$117.5K2026-10-19
Capital Investment Counsel, Inc
DECREASED1,9691,994-25-1%$722.1K$830.0K+$107.9K2026-10-20
Allegheny Financial Group
INCREASED1,9661,831+135+7%$663.2K$829.0K+$165.8K2026-11-05
Indiana Trust & Investment Management Co
DECREASED1,9602,065-105-5%$747.8K$826.2K+$78.4K2026-10-22
Legacy Wealth Management, LLC / MS
DECREASED1,9601,969-90%$713.0K$826.2K+$113.1K2026-10-30
Roxbury Financial LLC
INCREASED1,9551,948+7+0%$705.3K$824.0K+$118.7K2026-10-01
Onyx Bridge Wealth Group LLC
INCREASED1,9521,929+23+1%$698.6K$822.7K+$124.1K2026-10-16
Kennedy Investment Group, Inc.
INCREASED1,9521,946+6+0%$704.7K$822.6K+$117.9K2026-10-21
Roman Butler Fullerton & Co
DECREASED1,9481,956-80%$704.9K$828.1K+$123.3K2026-10-27
Financial Management Network Inc
UNCHANGED1,9481,94800%$713.5K$785.1K+$71.6K2026-10-09
Marshall & Sterling Wealth Advisors Inc.
DECREASED1,9442,071-127-6%$750.1K$819.3K+$69.2K2026-10-28
Redmond Asset Management, LLC
DECREASED1,9432,025-82-4%$733.3K$819.0K+$85.7K2026-10-27
CPA Asset Management Group, LLC
UNCHANGED1,9351,93500%$700.7K$815.6K+$114.9K2026-10-26
CRA Financial Services, LLC
DECREASED1,9222,062-140-7%$746.7K$809.9K+$63.3K2026-10-16
First Growth Capital LLC
DECREASED1,9192,083-164-8%$754.3K$808.9K+$54.6K2026-10-15
Lebenthal Global Advisors, LLC
DECREASED1,9162,578-662-26%$933.6K$807.7K-$125.9K2026-10-28
Midwest Financial Partners Investments, Inc.
DECREASED1,9062,346-440-19%$849.5K$803.4K-$46.1K2026-10-08
Edgemoor Investment Advisors, Inc.
DECREASED1,9031,910-70%$691.6K$802.1K+$110.5K2026-11-03
Asset Advisory Group, Inc.
UNCHANGED1,9021,90200%$688.8K$801.7K+$113.0K2026-10-20
Hikari Power Ltd
DECREASED1,9008,900-7,000-79%$3.2M$801.0K-$2.4M2026-10-30
RW Investment Management LLC
INCREASED1,8921,872+20+1%$677.9K$797.5K+$119.6K2026-11-03
XXI Wealth, LLC
INCREASED1,8791,728+151+9%$625.7K$792.0K+$166.3K2026-10-22
Lazari Capital Management, Inc.
INCREASED1,8711,870+1+0%$677.3K$788.8K+$111.5K2026-10-20
Texas Bank & Trust Co
DECREASED1,8701,979-109-6%$716.6K$788.2K+$71.6K2026-11-04
Woodmont Investment Counsel LLC
INCREASED1,8681,805+63+3%$653.6K$787.4K+$133.8K2026-10-29
Santori & Peters, Inc.
UNCHANGED1,8681,86800%$676.4K$787.3K+$110.9K2026-10-26
Paladin Partners, LLC
UNCHANGED1,8601,86000%$673.5K$784.0K+$110.5K2026-10-06
Insight Advisors, LLC/ PA
INCREASED1,8591,857+2+0%$672.2K$783.3K+$111.1K2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED1,8561,682+174+10%$609.1K$782.3K+$173.2K2026-11-02
Golden State Wealth Management, LLC
INCREASED1,8471,814+33+2%$657.2K$778.6K+$121.5K2026-11-02
West Family Investments, Inc.
UNCHANGED1,8331,83300%$663.8K$772.6K+$108.9K2026-11-09
Wealth Quarterback LLC
INCREASED1,8301,763+67+4%$638.4K$771.4K+$132.9K2026-10-20
USA Financial Formulas
NEW1,829—+1,829——$770.9K—2026-10-16
Clear Creek Financial Management, LLC
INCREASED1,8201,812+8+0%$656.1K$767.1K+$111.1K2026-10-28
Clearwater Capital Advisors, LLC
DECREASED1,8182,018-200-10%$730.8K$766.3K+$35.5K2026-11-06
Ashton Thomas Securities, LLC
INCREASED1,8171,683+134+8%$599.3K$765.9K+$166.6K2026-10-26
Trust Point Inc.
NEW1,810—+1,810——$762.9K—2026-10-27
Mattern Wealth Management LLC
UNCHANGED1,8091,80900%$655.1K$762.5K+$107.4K2026-11-04
Knuff & Co LLC
UNCHANGED1,8001,80000%$651.8K$758.7K+$106.9K2026-11-06
Payden & Rygel
UNCHANGED1,8001,80000%$652.0K$759.0K+$107.0K2026-10-28
Gibraltar Capital Management, Inc.
INCREASED1,7991,792+7+0%$648.9K$758.3K+$109.4K2026-10-27
Western Financial Corp
DECREASED1,7971,902-105-6%$688.8K$757.3K+$68.6K2026-10-14
West Michigan Advisors, LLC
NEW1,783—+1,783——$751.6K—2026-11-09
Landmark Wealth Management, LLC
UNCHANGED1,7801,78000%$644.6K$750.3K+$105.7K2026-11-03
Arcataur Capital Management LLC
UNCHANGED1,7791,77900%$644.2K$749.9K+$105.7K2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED1,7681,76800%$640.2K$745.2K+$105.0K2026-10-27
Precedent Wealth Partners, LLC
DECREASED1,7471,788-41-2%$647.4K$736.3K+$88.9K2026-10-21
Left Brain Wealth Management, LLC
INCREASED1,7421,614+128+8%$584.5K$734.3K+$149.8K2026-10-28
Junk Investment Group, LLC
INCREASED1,7401,736+4+0%$628.5K$733.6K+$105.1K2026-10-19
Fruth Investment Management
UNCHANGED1,7401,74000%$630.0K$733.0K+$103.0K2026-10-13
Powers Advisory Group, LLC
INCREASED1,7391,695+44+3%$614.0K$732.8K+$118.8K2026-10-14
Regent Peak Wealth Advisors LLC
INCREASED1,7331,729+4+0%$626.1K$730.5K+$104.4K2026-10-13
Alpha Omega Wealth Management LLC
UNCHANGED1,7331,73300%$627.6K$730.5K+$102.9K2026-10-23
Acima Private Wealth, LLC
DECREASED1,7251,892-167-9%$685.1K$727.1K+$42.0K2026-10-05
Innova Wealth Partners
INCREASED1,7231,680+43+3%$608.5K$726.3K+$117.8K2026-10-21
Hopwood Financial Services, Inc.
DECREASED1,7191,729-10-1%$626.2K$724.7K+$98.5K2026-10-29
1900 Wealth Management LLC
INCREASED1,7161,040+676+65%$376.6K$723.3K+$346.7K2026-10-13
Leonteq Securities AG
DECREASED1,7141,789-75-4%$647.8K$722.5K+$74.6K2026-10-29
Security National Bank
UNCHANGED1,7131,71300%$620.3K$722.0K+$101.7K2026-10-26
Cromwell Holdings LLC
UNCHANGED1,7131,71300%$620.3K$722.0K+$101.7K2026-10-28
Eagle Wealth Advisors LLC
INCREASED1,7111,673+38+2%$605.8K$721.2K+$115.4K2026-10-20
Selective Wealth Management, Inc.
INCREASED1,7101,608+102+6%$589.1K$742.4K+$153.2K2026-10-16
Allen Wealth Management, LLC
DECREASED1,7091,969-260-13%$713.0K$720.4K+$7.3K2026-10-29
Simon Quick Advisors, LLC
INCREASED1,7011,591+110+7%$576.2K$716.9K+$140.7K2026-10-26
JSF Financial, LLC
INCREASED1,7001,463+237+16%$529.8K$716.6K+$186.8K2026-10-22
Louisbourg Investments Inc.
UNCHANGED1,7001,70000%$615.6K$716.6K+$101.0K2026-10-20
Commonwealth Financial Services, LLC
DECREASED1,6991,922-223-12%$695.9K$715.9K+$20.0K2026-10-20
Weaver Consulting Group
INCREASED1,6961,633+63+4%$591.3K$714.7K+$123.4K2026-10-07
Wakefield Asset Management Lllp
DECREASED1,6932,037-344-17%$737.6K$713.6K-$24.0K2026-11-05
Lyell Wealth Management, LP
UNCHANGED1,6881,68800%$611.3K$711.5K+$100.3K2026-10-30
Beaumont Asset Management, L.L.C.
UNCHANGED1,6871,68700%$610.7K$710.9K+$100.2K2026-10-16
WealthPLAN Partners, LLC
DECREASED1,6802,319-639-28%$839.6K$708.1K-$131.5K2026-10-15
EagleClaw Capital Managment, LLC
DECREASED1,6752,100-425-20%$760.5K$706.0K-$54.4K2026-11-06
Cutler Investment Counsel LLC
UNCHANGED1,6711,67100%$605.1K$704.3K+$99.2K2026-10-28
Taylor Securities Services, Inc.
INCREASED1,6691,562+107+7%$565.8K$703.5K+$137.7K2026-10-20
Auxano Advisors, LLC
INCREASED1,6681,666+2+0%$603.3K$703.1K+$99.8K2026-11-06
Verus Capital Partners, LLC
INCREASED1,6631,263+400+32%$457.5K$701.1K+$243.7K2026-11-03
Altus Wealth Group LLC
DECREASED1,6601,666-60%$603.1K$699.5K+$96.4K2026-10-20
Triumph Capital Management
INCREASED1,6561,644+12+1%$595.3K$698.0K+$102.7K2026-10-14
Portside Wealth Group, LLC
INCREASED1,6521,390+262+19%$503.4K$696.4K+$193.0K2026-10-20
Bedel Financial Consulting, Inc.
UNCHANGED1,6481,64800%$596.8K$694.6K+$97.9K2026-11-06
Income Insurance Ltd
UNCHANGED1,6481,64800%$596.8K$694.6K+$97.9K2026-10-21
M.E. Allison & Co., Inc.
UNCHANGED1,6441,64400%$595.3K$693.0K+$97.6K2026-10-09
Blue Trust, Inc.
DECREASED1,6431,907-264-14%$690.6K$692.6K+$2.1K2026-10-15
Root Financial Partners, LLC
DECREASED1,6431,733-90-5%$627.6K$692.5K+$65.0K2026-10-21
Mirador Capital Partners LP
INCREASED1,6421,410+232+16%$510.6K$692.0K+$181.4K2026-10-09
LexAurum Advisors, LLC
DECREASED1,6371,695-58-3%$613.9K$690.1K+$76.2K2026-10-19
Zega Investments, LLC
NEW1,633—+1,633——$688.3K—2026-11-04
Certified Advisory Corp
DECREASED1,6211,762-141-8%$637.9K$683.3K+$45.4K2026-10-29
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED1,6202,365-745-31%$856.4K$682.8K-$173.6K2026-10-26
Curated Wealth Partners LLC
INCREASED1,618840+778+93%$304.2K$682.0K+$377.8K2026-10-15
Alchemi Wealth, LLC
DECREASED1,6141,672-58-3%$605.6K$681.0K+$75.4K2026-11-04
Heritage Wealth Advisors
UNCHANGED1,6071,60700%$581.9K$677.4K+$95.4K2026-11-09
Avior Wealth Management, LLC
DECREASED1,6062,063-457-22%$747.2K$676.8K-$70.4K2026-10-13
SmartHarvest Portfolios, LLC
DECREASED1,6061,875-269-14%$679.0K$677.0K-$1.9K2026-10-26
Delta Investment Management, LLC
INCREASED1,6041,603+1+0%$580.5K$676.0K+$95.5K2026-11-09
Code Waechter LLC
DECREASED1,6021,786-184-10%$646.7K$675.2K+$28.5K2026-10-23
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,601500+1,101+220%$181.0K$675.0K+$494.0K2026-11-02
United Advisor Group, LLC
INCREASED1,6011,429+172+12%$517.5K$674.8K+$157.4K2026-11-03
Darden Wealth Group Inc
INCREASED1,6001,521+79+5%$550.8K$674.4K+$123.6K2026-11-06
Kaydan Wealth Management, Inc.
DECREASED1,5991,616-17-1%$585.2K$674.0K+$88.8K2026-10-08
Caldwell Sutter Capital, Inc.
DECREASED1,5941,636-42-3%$592.4K$671.8K+$79.5K2026-11-09
BXM Wealth LLC
UNCHANGED1,5941,59400%$577.2K$671.9K+$94.7K2026-11-03
Sunburst Financial Group, LLC
INCREASED1,5931,586+7+0%$574.3K$671.5K+$97.1K2026-10-09
Gutierrez Wealth Advisory, LLC
INCREASED1,5891,494+95+6%$541.2K$669.6K+$128.5K2026-11-02
Merrion Investment Management Co, LLC
INCREASED1,5831,483+100+7%$537.0K$667.3K+$130.2K2026-10-16
Progressive Investment Management Corp
UNCHANGED1,5801,58000%$572.2K$666.0K+$93.8K2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED1,5751,57500%$570.3K$663.9K+$93.5K2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED1,5721,494+78+5%$540.8K$662.7K+$121.9K2026-10-21
Van Cleef Asset Management,Inc
UNCHANGED1,5721,57200%$569.3K$662.6K+$93.4K2026-10-20
Compton Wealth Advisory Group, LLC
UNCHANGED1,5711,57100%$567.6K$639.8K+$72.2K2026-10-13
Abel Hall, LLC
DECREASED1,5691,570-10%$568.5K$661.3K+$92.8K2026-10-19
Hofer & Associates. Inc
DECREASED1,56727,480-25,913-94%$10.0M$660.5K-$9.3M2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED1,5671,56700%$567.4K$660.5K+$93.1K2026-10-14
Argus Investors' Counsel, Inc.
UNCHANGED1,5671,56700%$567.4K$660.5K+$93.1K2026-10-09
Clark Financial Services Group Inc
INCREASED1,5611,327+234+18%$480.5K$658.0K+$177.4K2026-10-19
Point Windward Advisors Inc.
UNCHANGED1,5601,56000%$564.9K$657.6K+$92.6K2026-11-06
KW Wealth Management LLC
NEW1,551—+1,551——$654.1K—2026-10-28
Summit Financial Strategies, Inc.
UNCHANGED1,5511,55100%$561.6K$653.8K+$92.1K2026-10-14
MBL Wealth, LLC
INCREASED1,5501,479+71+5%$535.6K$653.3K+$117.8K2026-10-22
Burling Wealth Partners, LLC
UNCHANGED1,5411,54100%$558.0K$649.5K+$91.5K2026-11-09
Key FInancial Inc
INCREASED1,5361,527+9+1%$553.0K$647.4K+$94.5K2026-11-02
Center For Asset Management LLC
INCREASED1,5331,493+40+3%$540.8K$646.5K+$105.6K2026-10-16
Iams Wealth Management, LLC
DECREASED1,5321,787-255-14%$647.7K$646.1K-$1.5K2026-10-15
IVC Wealth Advisors LLC
DECREASED1,5321,547-15-1%$560.1K$645.9K+$85.7K2026-10-23
Archford Capital Strategies, LLC
INCREASED1,5231,038+485+47%$375.9K$642.0K+$266.1K2026-10-19
Drive Wealth Management, LLC
DECREASED1,5221,537-15-1%$556.3K$641.7K+$85.5K2026-11-09
Consolidated Capital Management, LLC
UNCHANGED1,5151,51500%$548.6K$638.6K+$90.0K2026-10-13
Foguth Wealth Management, Llc.
INCREASED1,5141,413+101+7%$514.5K$654.7K+$140.2K2026-10-19
Groesbeck Investment Management Corp
DECREASED1,5101,545-35-2%$559.0K$636.0K+$77.0K2026-10-26
Seneca Financial Advisors LLC
UNCHANGED1,5051,50500%$545.0K$634.4K+$89.4K2026-10-28
Financial Management Professionals, Inc.
DECREASED1,5041,624-120-7%$588.1K$634.1K+$46.0K2026-10-23
Renaissance Investment Group LLC
DECREASED1,5041,534-30-2%$555.5K$634.0K+$78.5K2026-10-28
Diligent Investors, LLC
DECREASED1,5021,776-274-15%$643.1K$633.2K-$10.0K2026-10-21
Burke & Herbert Bank & Trust Co
DECREASED1,5001,593-93-6%$576.9K$632.3K+$55.4K2026-11-02
Bank of Stockton
INCREASED1,4991,358+141+10%$491.8K$631.8K+$140.1K2026-10-20
Inscription Capital, LLC
DECREASED1,4921,749-257-15%$633.5K$628.7K-$4.7K2026-11-02
Gemmer Asset Management LLC
INCREASED1,4921,405+87+6%$508.8K$628.9K+$120.1K2026-10-16
Centennial Bank
UNCHANGED1,4921,49200%$540.3K$628.9K+$88.6K2026-11-09
Everest Financial Group LLC
INCREASED1,4911,440+51+4%$521.3K$628.5K+$107.1K2026-11-06
Perryman Financial Advisory Inc
DECREASED1,4901,515-25-2%$548.6K$628.1K+$79.6K2026-10-16
Mosley Wealth Management
INCREASED1,4861,327+159+12%$480.7K$644.9K+$164.2K2026-10-16
San Luis Wealth Advisors LLC
INCREASED1,4851,420+65+5%$514.2K$625.8K+$111.6K2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED1,4851,484+1+0%$537.4K$625.9K+$88.6K2026-10-05
Bernardo Wealth Planning LLC
INCREASED1,484704+780+111%$255.0K$625.8K+$370.7K2026-10-23
CWS Financial Advisors, LLC
DECREASED1,4841,490-60%$539.7K$625.7K+$86.0K2026-10-16
Cornerstone Wealth Management, LLC
DECREASED1,4821,815-333-18%$657.1K$624.9K-$32.2K2026-11-04
Lincoln Capital Corp
INCREASED1,4801,376+104+8%$498.3K$623.9K+$125.6K2026-10-13
Markowski Investments
INCREASED1,4781,471+7+0%$532.6K$622.8K+$90.2K2026-10-30
Semus Wealth Partners LLC
INCREASED1,4751,466+9+1%$531.0K$621.6K+$90.6K2026-10-22
Rosenberg Matthew Hamilton
INCREASED1,4741,419+55+4%$513.8K$621.3K+$107.5K2026-10-05
Midland Wealth Advisors, LLC
DECREASED1,4731,934-461-24%$700.3K$620.9K-$79.5K2026-10-26
Bingham Private Wealth, LLC
DECREASED1,4701,486-16-1%$537.9K$619.6K+$81.7K2026-11-05
First Interstate Bank
INCREASED1,4611,447+14+1%$524.0K$615.8K+$91.8K2026-10-23
Vigilare Wealth Management
DECREASED1,4601,521-61-4%$550.7K$615.4K+$64.7K2026-10-29
Alliance Wealth Advisors, LLC
DECREASED1,4601,463-30%$529.8K$615.4K+$85.6K2026-10-14
AA Financial Advisors, LLC
DECREASED1,4581,847-389-21%$668.8K$614.6K-$54.3K2026-10-19
United Community Bank
INCREASED1,4531,338+115+9%$484.5K$612.5K+$127.9K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,4521,561-109-7%$565.1K$612.2K+$47.1K2026-10-14
Allen Capital Group, LLC
INCREASED1,4451,428+17+1%$517.1K$609.1K+$92.0K2026-10-27
MRA Advisory Group
DECREASED1,4414,256-2,815-66%$1.5M$607.5K-$933.8K2026-10-07
Builder Investment Group Inc
UNCHANGED1,4401,44000%$521.5K$607.0K+$85.5K2026-10-22
Hidden Cove Wealth Management, LLC
INCREASED1,4371,369+68+5%$495.9K$605.6K+$109.6K2026-10-19
McAdam, LLC
INCREASED1,4291,375+54+4%$497.8K$602.3K+$104.5K2026-10-21
Plan A Wealth LLC
INCREASED1,4291,415+14+1%$512.5K$602.5K+$90.0K2026-10-08
First Command Advisory Services, Inc.
DECREASED1,4252,303-878-38%$834.0K$600.7K-$233.3K2026-11-05
Private Management Group Inc
DECREASED1,4221,456-34-2%$527.2K$599.4K+$72.1K2026-11-04
Evanson Financial, LLC
DECREASED1,4201,554-134-9%$562.6K$598.4K+$35.8K2026-10-23
Walker Asset Management, LLC
INCREASED1,4201,411+9+1%$510.9K$598.6K+$87.7K2026-10-13
Titleist Asset Management, LLC
INCREASED1,4171,389+28+2%$503.0K$597.5K+$94.5K2026-10-08
Benin Management Corp
UNCHANGED1,4161,41600%$512.8K$596.9K+$84.1K2026-10-22
Trilogy Capital Inc.
INCREASED1,409833+576+69%$301.6K$593.9K+$292.3K2026-10-20
Yoffe Investment Management, LLC
UNCHANGED1,4061,40600%$509.0K$592.4K+$83.5K2026-11-02
Staley Capital Advisers Inc
UNCHANGED1,4051,40500%$508.8K$592.2K+$83.4K2026-11-06
Southland Equity Partners LLC
DECREASED1,4031,418-15-1%$513.6K$591.3K+$77.7K2026-10-14
Ramiah Investment Group
DECREASED1,4021,454-52-4%$526.5K$591.0K+$64.4K2026-10-20
TCI Wealth Advisors, Inc.
DECREASED1,3981,691-293-17%$612.3K$589.3K-$23.0K2026-10-30
DB&C Advisors, LLC
INCREASED1,3951,394+1+0%$504.7K$588.0K+$83.3K2026-10-26
Nadler Financial Group, Inc.
INCREASED1,3941,389+5+0%$503.1K$587.4K+$84.3K2026-10-23
Grace & White Inc
NEW1,392—+1,392——$586.7K—2026-10-23
GenWealth Group, Inc.
DECREASED1,3911,425-34-2%$516.0K$586.3K+$70.3K2026-10-16
Legacy Edge Advisors, LLC
DECREASED1,3901,434-44-3%$519.3K$585.9K+$66.6K2026-11-06
Kaizen Financial Strategies
DECREASED1,3901,393-30%$503.5K$585.9K+$82.4K2026-10-09
Winthrop Advisory Group LLC
INCREASED1,3881,052+336+32%$380.8K$584.9K+$204.0K2026-10-22
Landaas & Co
INCREASED1,3881,372+16+1%$497.0K$585.2K+$88.3K2026-10-29
Opal Wealth Advisors, LLC
DECREASED1,3871,394-70%$504.8K$584.6K+$79.8K2026-10-16
Wealth Architects, LLC
DECREASED1,3871,389-20%$503.0K$584.7K+$81.7K2026-11-03
Traphagen Investment Advisors LLC
INCREASED1,3861,367+19+1%$494.9K$584.2K+$89.3K2026-10-14
Cache Advisors, LLC
NEW1,384—+1,384——$583.4K—2026-10-16
Hutchinson Capital Management
INCREASED1,3811,371+10+1%$496.4K$582.0K+$85.6K2026-11-09
Verum Partners LLC
INCREASED1,3771,290+87+7%$467.3K$580.2K+$112.9K2026-10-21
Victrix Investment Advisors
INCREASED1,3751,322+53+4%$478.7K$579.6K+$100.9K2026-10-13
Arlington Trust Co LLC
INCREASED1,374254+1,120+441%$92.0K$579.2K+$487.2K2026-10-20
Mystic Asset Management, Inc.
INCREASED1,3731,284+89+7%$465.0K$578.7K+$113.8K2026-10-15
Gerber, LLC
UNCHANGED1,3651,36500%$494.2K$575.2K+$81.0K2026-10-21
Alessandra Capital Management, LLC
UNCHANGED1,3651,36500%$494.3K$575.4K+$81.1K2026-10-30
Barry Investment Advisors, LLC
INCREASED1,3621,360+2+0%$492.5K$574.1K+$81.6K2026-10-14
Ejmk Ventures LLC
DECREASED1,3601,587-227-14%$574.8K$573.1K-$1.8K2026-10-21
Integrity Advisory Solutions, LLC
INCREASED1,3601,283+77+6%$464.8K$573.5K+$108.7K2026-10-29
Holland Advisory Services, Inc.
INCREASED1,3601,354+6+0%$490.5K$573.1K+$82.6K2026-10-26
Lakeside Advisors, Inc.
INCREASED1,3481,346+2+0%$487.3K$568.3K+$81.0K2026-10-20
Dixon Fnancial Services, Inc.
UNCHANGED1,3461,34600%$487.4K$567.4K+$79.9K2026-10-23
Avail Investment Partners, LLC
INCREASED1,3431,302+41+3%$471.4K$566.0K+$94.6K2026-10-16
Center for Financial Planning, Inc.
DECREASED1,3421,349-7-1%$488.7K$565.9K+$77.2K2026-10-26
Enterprise Financial Services Corp
INCREASED1,3381,281+57+4%$463.9K$564.0K+$100.1K2026-11-03
Davidson Trust Co
DECREASED1,3381,361-23-2%$492.8K$564.0K+$71.1K2026-10-09
Tandem Investment Partners LLC
DECREASED1,3371,348-11-1%$488.1K$563.6K+$75.4K2026-10-16
Argentarii, LLC
INCREASED1,3351,332+3+0%$551.8K$562.7K+$10.9K2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED1,3271,331-40%$482.0K$559.3K+$77.4K2026-10-27
Fortitude Family Office, LLC
INCREASED1,3251,172+153+13%$424.4K$558.5K+$134.1K2026-10-14
Bridgewealth Advisory Group, LLC
INCREASED1,3241,321+3+0%$478.4K$558.3K+$79.9K2026-11-09
Snider Financial Group
NEW1,320—+1,320——$556.4K—2026-10-16
Nixon Peabody Trust Co
DECREASED1,3151,381-66-5%$500.1K$554.3K+$54.2K2026-10-23
Yankcom Partnership
DECREASED1,3091,341-32-2%$485.6K$551.8K+$66.2K2026-10-15
Capital Asset Advisory Services LLC
DECREASED1,3021,448-146-10%$524.4K$582.5K+$58.0K2026-10-30
Horizon Wealth Management, LLC
INCREASED1,2991,294+5+0%$468.6K$547.6K+$79.0K2026-11-02
Acropolis Investment Management, LLC
DECREASED1,2981,487-189-13%$538.3K$547.2K+$8.9K2026-10-08
Tritonpoint Wealth, LLC
INCREASED1,2941,266+28+2%$458.4K$545.4K+$87.0K2026-10-19
Swiss RE LTD
INCREASED1,289784+505+64%$283.9K$543.3K+$259.4K2026-11-06
Rossby Financial, LCC
INCREASED1,288786+502+64%$284.6K$542.9K+$258.3K2026-11-05
Alpine Bank Wealth Management
INCREASED1,2861,156+130+11%$418.6K$542.1K+$123.5K2026-10-16
Investment Partners, Ltd.
INCREASED1,279734+545+74%$265.8K$538.9K+$273.0K2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED1,2781,27800%$462.8K$538.7K+$75.9K2026-10-20
Prairie Advisory, LLC
INCREASED1,276640+636+99%$231.9K$538.2K+$306.3K2026-10-19
Morey & Quinn Wealth Partners, LLC
UNCHANGED1,2751,27500%$461.7K$537.4K+$75.7K2026-10-28
Bank of New Hampshire
DECREASED1,2721,335-63-5%$483.4K$536.2K+$52.7K2026-10-06
Ifrah Financial Services, Inc.
DECREASED1,2701,294-24-2%$468.8K$535.3K+$66.6K2026-10-13
Eagle Bay Advisors LLC
INCREASED1,2671,233+34+3%$446.6K$534.2K+$87.6K2026-10-16
Briaud Financial Planning Inc
DECREASED1,2641,270-60%$459.9K$532.8K+$72.9K2026-10-20
Invested Advisors
DECREASED1,2621,294-32-2%$468.6K$531.9K+$63.4K2026-10-23
Elm3 Financial Group, LLC
NEW1,259—+1,259——$530.7K—2026-10-07
Fortitude Advisory Group L.L.C.
INCREASED1,2591,258+1+0%$455.7K$530.8K+$75.1K2026-10-15
Abacus Wealth Partners, LLC
INCREASED1,2581,112+146+13%$402.7K$530.3K+$127.6K2026-11-03
Beacon Financial Advisory LLC
DECREASED1,2571,274-17-1%$461.3K$529.8K+$68.5K2026-10-16
Silvant Capital Management LLC
UNCHANGED1,2451,24500%$450.8K$524.8K+$73.9K2026-11-09
Silvia Mccoll Wealth Management, LLC
DECREASED1,2431,280-37-3%$463.5K$523.9K+$60.4K2026-10-07
Anchor Capital Advisors LLC
UNCHANGED1,2351,23500%$447.2K$520.6K+$73.3K2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED1,229772+457+59%$279.7K$518.2K+$238.5K2026-10-14
DT Investment Partners, LLC
INCREASED1,2261,181+45+4%$427.7K$516.8K+$89.1K2026-10-27
Cannon Financial Strategists, Inc.
UNCHANGED1,2261,22600%$443.9K$516.7K+$72.8K2026-10-19
Harbour Capital Advisors, LLC
UNCHANGED1,2211,22100%$443.7K$514.7K+$71.0K2026-10-13
Flywheel Private Wealth LLC
DECREASED1,2201,245-25-2%$450.8K$514.2K+$63.4K2026-11-02
May Hill Capital, LLC
INCREASED1,2191,092+127+12%$395.6K$514.0K+$118.4K2026-11-03
Apollon Financial, LLC
DECREASED1,2141,215-10%$440.1K$511.8K+$71.7K2026-10-23
Old Port Advisors
INCREASED1,2131,181+32+3%$427.7K$511.3K+$83.6K2026-10-23
Philadelphia Investment Partners, LLC
UNCHANGED1,2081,20800%$504.8K$504.8K$02026-11-09
West Paces Advisors Inc.
INCREASED1,2071,126+81+7%$407.7K$508.8K+$101.0K2026-10-13
Lantz Financial LLC
DECREASED1,2061,933-727-38%$699.9K$508.2K-$191.6K2026-10-15
Rice Partnership, LLC
INCREASED1,2051,155+50+4%$418.3K$508.0K+$89.7K2026-11-09
Blossom Wealth Management
INCREASED1,2031,181+22+2%$427.7K$507.1K+$79.4K2026-11-03
Hollow Brook Wealth Management LLC
UNCHANGED1,2021,20200%$435.3K$506.7K+$71.4K2026-10-29
Magnus Financial Group LLC
DECREASED1,2011,429-228-16%$517.6K$506.3K-$11.4K2026-10-21
Thomas Story & SON LLC
DECREASED1,2001,300-100-8%$470.8K$505.8K+$35.1K2026-10-13
Old Mission Investment Co LLC
DECREASED1,1981,385-187-13%$501.5K$505.0K+$3.4K2026-10-22
Jackson Square Capital, LLC
UNCHANGED1,1951,19500%$432.7K$503.7K+$71.0K2026-10-19
Dudley Capital Management, LLC
UNCHANGED1,1951,19500%$432.7K$503.7K+$71.0K2026-10-23
Smallwood Wealth Investment Management, LLC
INCREASED1,1911,184+7+1%$428.9K$502.2K+$73.3K2026-10-30
Mcrae Capital Management Inc
UNCHANGED1,1861,18600%$429.5K$499.9K+$70.4K2026-10-15
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED1,1851,18500%$429.2K$499.6K+$70.4K2026-10-09
Successful Portfolios LLC
UNCHANGED1,1841,18400%$430.5K$477.0K+$46.5K2026-10-09
King Wealth Management Group
INCREASED1,1811,179+2+0%$427.0K$498.0K+$71.0K2026-11-09
CLG LLC
INCREASED1,1801,173+7+1%$424.7K$497.5K+$72.8K2026-10-13
Rockline Wealth Management, LLC
UNCHANGED1,1781,17800%$426.6K$496.5K+$70.0K2026-10-26
N10 Wealth, LLC
INCREASED1,177724+453+63%$262.2K$496.1K+$233.9K2026-10-14
Strategic Family Wealth Counselors, L.L.C.
INCREASED1,1731,153+20+2%$417.5K$494.4K+$76.9K2026-10-29
Wharton Business Group, LLC
UNCHANGED1,1731,17300%$424.6K$494.3K+$69.7K2026-11-09
Kassira Wealth Management LLC
UNCHANGED1,1681,16800%$423.0K$492.3K+$69.4K2026-10-28
Southern Capital Advisors, LLC
UNCHANGED1,1681,16800%$423.0K$492.3K+$69.4K2026-10-26
First Community Trust NA
INCREASED1,167937+230+25%$339.3K$491.9K+$152.6K2026-10-07
Nicholas Hoffman & Company, Llc.
INCREASED1,1671,113+54+5%$402.9K$491.8K+$88.9K2026-10-30
Hardy Reed LLC
INCREASED1,1671,129+38+3%$408.8K$491.9K+$83.1K2026-11-06
Patrick M Sweeney & Associates, Inc
INCREASED1,1621,158+4+0%$419.3K$489.9K+$70.5K2026-10-22
Wolff Financial Management LLC
UNCHANGED1,1621,16200%$420.8K$489.8K+$69.0K2026-10-23
Capitol Family Office, Inc.
UNCHANGED1,1601,16000%$420.1K$489.0K+$68.9K2026-10-13
Tcfg Investment Advisors, LLC
INCREASED1,1591,155+4+0%$418.3K$488.4K+$70.1K2026-10-20
Richards, Merrill & Peterson, Inc.
INCREASED1,1511,136+15+1%$411.4K$485.3K+$73.8K2026-10-19
Trust Co of Kansas
UNCHANGED1,1501,15000%$416.0K$485.0K+$69.0K2026-11-06
55 North Private Wealth, LLC
INCREASED1,147957+190+20%$346.5K$483.5K+$136.9K2026-10-20
JAG Capital Management, LLC
INCREASED1,1471,144+3+0%$414.4K$483.7K+$69.3K2026-11-06
C2c Wealth Management, LLC
DECREASED1,1451,245-100-8%$450.8K$482.6K+$31.8K2026-10-20
Consilium Wealth Advisory, LLC
UNCHANGED1,1451,14500%$414.6K$482.6K+$68.0K2026-10-14
Welch Group, LLC
DECREASED1,1441,183-39-3%$428.5K$482.1K+$53.6K2026-10-29
Union Savings Bank
UNCHANGED1,1441,14400%$414.3K$482.2K+$68.0K2026-10-14
Eagle Global Advisors LLC
DECREASED1,1401,640-500-30%$593.9K$480.5K-$113.4K2026-11-02
Essex LLC
UNCHANGED1,1371,13700%$411.6K$479.1K+$67.5K2026-10-14
QTR Family Wealth, LLC
INCREASED1,1311,100+31+3%$398.4K$476.5K+$78.1K2026-11-02
W.H. Cornerstone Investments Inc.
INCREASED1,1271,121+6+1%$405.8K$474.9K+$69.1K2026-11-03
Cadent Capital Advisors, LLC
INCREASED1,1241,117+7+1%$404.5K$473.9K+$69.4K2026-10-09
Syntegra Private Wealth Group, LLC
DECREASED1,1201,121-10%$405.9K$472.1K+$66.2K2026-10-13
Kavar Capital Partners Group, LLC
INCREASED1,1181,087+31+3%$393.6K$471.2K+$77.6K2026-11-06
Kelman-Lazarov, Inc.
DECREASED1,1141,196-82-7%$433.1K$469.6K+$36.5K2026-11-09
White Pine Capital LLC
DECREASED1,1141,134-20-2%$410.6K$469.6K+$58.9K2026-11-09
Gilliland Jeter Wealth Management LLC
DECREASED1,1141,118-40%$405.0K$469.5K+$64.5K2026-10-28
Graves Light Lenhart Wealth, Inc.
UNCHANGED1,1141,11400%$403.4K$469.6K+$66.2K2026-10-09
FSM Wealth Advisors, LLC
DECREASED1,1062,158-1,052-49%$781.6K$450.6K-$331.0K2026-10-27
Beacon Bank & Trust
INCREASED1,1061,040+66+6%$376.6K$466.2K+$89.6K2026-10-27
Waystone Advisors LLC
DECREASED1,1061,113-7-1%$403.0K$400.5K-$2.5K2026-10-16
Conservest Capital Advisors, Inc.
INCREASED1,1031,083+20+2%$392.2K$465.1K+$72.8K2026-11-09
Capital Management Associates, Inc
DECREASED1,1001,159-59-5%$419.7K$463.7K+$44.0K2026-10-20
Rasp Wealth Solutions, LLC
INCREASED1,0991,092+7+1%$395.5K$463.4K+$67.9K2026-11-06
Retirement Planning Co of New England, Inc.
INCREASED1,0971,089+8+1%$394.5K$462.6K+$68.1K2026-10-15
First National Bank & Trust Co of Newtown
DECREASED1,0961,191-95-8%$458.7K$510.7K+$52.0K2026-11-09
Strategic Wealth Advisors LLC
UNCHANGED1,0951,09500%$358$461.6K+$461.2K2026-11-06
Elevatus Welath Management
INCREASED1,087998+89+9%$361.3K$458.5K+$97.2K2026-10-19
Beacon Capital Management, LLC
DECREASED1,0811,134-53-5%$410.5K$455.5K+$44.9K2026-10-23
Third View Private Wealth, LLC
DECREASED1,0781,180-102-9%$427.3K$454.4K+$27.1K2026-10-30
Smith Thornton Advisors LLC
DECREASED1,0761,080-40%$389.2K$453.6K+$64.4K2026-10-16
Pacific Park Financial, Inc.
UNCHANGED1,0741,07400%$388.9K$452.7K+$63.8K2026-10-13
Braeburn Wealth Management LLC
INCREASED1,073993+80+8%$359.6K$452.3K+$92.7K2026-10-15
Crown Wealth Group, LLC
INCREASED1,0721,035+37+4%$374.8K$451.9K+$77.1K2026-10-19
Tidemark, LLC
INCREASED1,07058+1,012+1745%$21.1K$451.1K+$430.0K2026-11-09
Walkner Condon Financial Advisors LLC
INCREASED1,0681,035+33+3%$374.8K$450.1K+$75.4K2026-11-02
Meriwether Wealth & Planning, LLC
INCREASED1,0661,026+40+4%$371.5K$449.3K+$77.8K2026-10-13
Petredis Investment Advisors LLC
INCREASED1,0661,040+26+3%$376.6K$449.3K+$72.7K2026-10-20
Advus Financial Partners, LLC
DECREASED1,0651,420-355-25%$514.3K$449.1K-$65.2K2026-10-20
Zullo Investment Group, Inc.
DECREASED1,0621,105-43-4%$400.3K$448.0K+$47.7K2026-10-20
Worthington Financial Partners, LLC
UNCHANGED1,0591,05900%$383.5K$446.4K+$62.9K2026-10-13
Traynor Capital Management, Inc.
INCREASED1,058960+98+10%$347.6K$446.0K+$98.3K2026-10-29
Prevail Innovative Wealth Advisors, LLC
NEW1,056—+1,056——$436.2K—2026-10-20
Lifestyle Asset Management, Inc.
INCREASED1,054888+166+19%$321.6K$444.3K+$122.7K2026-10-20
McLean Asset Management Corp
DECREASED1,0531,064-11-1%$409.8K$484.6K+$74.8K2026-11-06
Steinberganna Wealth Management
DECREASED1,0481,054-6-1%$381.6K$441.5K+$60.0K2026-10-23
Spartan Planning & Wealth Management
INCREASED1,047977+70+7%$353.8K$441.5K+$87.7K2026-10-13
Freedom Day Solutions, LLC
INCREASED1,047980+67+7%$355.0K$441.4K+$86.5K2026-10-20
Hamilton Capital, LLC
DECREASED1,0461,051-50%$380.7K$440.8K+$60.2K2026-10-08
Vista Capital Partners, Inc.
INCREASED1,0431,022+21+2%$370.1K$439.6K+$69.5K2026-11-06
Denver PWM, LLC
UNCHANGED1,0421,04200%$432.5K$439.1K+$6.6K2026-10-22
Planned Solutions, Inc.
UNCHANGED1,0411,04100%$377.0K$438.8K+$61.8K2026-10-19
Trust Co of the South
DECREASED1,0401,065-25-2%$385.7K$438.4K+$52.7K2026-10-21
WBH Advisory Inc
DECREASED1,0361,702-666-39%$616.3K$436.7K-$179.6K2026-11-05
Brian LOW Financial Group, LLC
INCREASED1,0351,029+6+1%$372.4K$436.4K+$63.9K2026-10-28
Post Resch Tallon Group Inc.
DECREASED1,0341,044-10-1%$378.1K$435.8K+$57.8K2026-10-09
StoryOne LLC
NEW1,028—+1,028——$433.3K—2026-10-13
Reyes Financial Architecture, Inc.
DECREASED1,0281,155-127-11%$418.2K$433.3K+$15.1K2026-10-22
BankChampaign, National Association
DECREASED1,0281,053-25-2%$381.3K$433.3K+$52.0K2026-10-19
Prodigy Asset Management LLC
UNCHANGED1,0281,02800%$372.3K$433.3K+$61.1K2026-10-28
MSH Capital Advisors LLC
INCREASED1,0271,022+5+0%$370.1K$432.9K+$62.8K2026-11-03
Marion Wealth Management
UNCHANGED1,0251,02500%$371.2K$432.0K+$60.9K2026-10-22
Wall Street Financial Group, Inc.
INCREASED1,024993+31+3%$359.6K$431.5K+$71.9K2026-11-09
Signature Equity Partners, LLC
INCREASED1,018965+53+5%$349.5K$429.2K+$79.7K2026-10-29
RMR Wealth Builders
INCREASED1,012927+85+9%$335.8K$426.8K+$91.0K2026-10-22
Jacobsen Capital Management
INCREASED1,0121,011+1+0%$366.1K$426.6K+$60.5K2026-10-27
Falcon Wealth Planning
INCREASED1,008942+66+7%$341.3K$425.1K+$83.8K2026-11-06
Foronjy Financial LLC
DECREASED1,0081,020-12-1%$369.2K$425.0K+$55.7K2026-10-14
JFS Wealth Advisors, LLC
INCREASED1,0081,004+4+0%$363.6K$424.9K+$61.3K2026-11-03
Hickory Point Bank & Trust
UNCHANGED1,0041,00400%$363.6K$423.2K+$59.6K2026-10-01
Affinity Capital Advisors, LLC
INCREASED1,003964+39+4%$353.1K$416.3K+$63.2K2026-10-13
Warwick Investment Management, Inc.
INCREASED1,003984+19+2%$356.4K$422.9K+$66.6K2026-10-19
Greenwood Gearhart LLC
DECREASED1,0021,041-39-4%$377.0K$422.4K+$45.4K2026-11-02
West Branch Capital LLC
DECREASED1,0011,167-166-14%$422.6K$421.9K-$6632026-10-20
Motco
INCREASED1,000825+175+21%$298.7K$421.5K+$122.8K2026-11-09
Brooktree Capital Management
UNCHANGED1,0001,00000%$362.1K$421.5K+$59.4K2026-11-09
Cora Capital Advisors LLC
INCREASED999995+4+0%$360.4K$421.1K+$60.8K2026-11-02
Jeter Robert S II
UNCHANGED99899800%$362.7K$412.0K+$49.4K2026-10-16
Fort Washington Investment Advisors Inc
DECREASED99591,608-90,613-99%$33.2M$419.4K-$32.8M2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED9941,022-28-3%$370.0K$419.0K+$49.0K2026-10-19
SYM Financial Corp
INCREASED992879+113+13%$318.4K$418.2K+$99.8K2026-10-26
GEM Asset Management, LLC
INCREASED989987+2+0%$357.3K$416.7K+$59.5K2026-10-13
Seven Mile Advisory
DECREASED9881,004-16-2%$363.6K$416.5K+$52.9K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9853,012-2,027-67%$1.1M$415.2K-$675.7K2026-10-14
Eagle Harbor Asset Management Inc
UNCHANGED98298200%$355.6K$413.9K+$58.3K2026-10-21
True North Advisors, LLC
DECREASED9811,057-76-7%$382.7K$413.6K+$30.9K2026-10-22
Secure Asset Management, LLC
INCREASED980950+30+3%$344.1K$413.3K+$69.2K2026-10-19
Strong Retirement Solutions LLC
DECREASED978981-30%$355.2K$412.2K+$57.0K2026-10-07
Byrne Asset Management LLC
UNCHANGED97797700%$353.8K$397.9K+$44.1K2026-10-06
Colton Groome Financial Advisors, LLC
DECREASED9704,494-3,524-78%$1.6M$408.9K-$1.2M2026-10-06
Mayfair Advisory Group, LLC
DECREASED969987-18-2%$371.2K$408.4K+$37.3K2026-10-20
Moody National Bank Trust Division
UNCHANGED96896800%$350.5K$408.0K+$57.5K2026-10-06
Pacifica Partners Inc.
UNCHANGED96796700%$361.8K$393.9K+$32.2K2026-10-09
Trueblood Wealth Management, LLC
INCREASED963902+61+7%$326.7K$405.9K+$79.2K2026-10-23
Narwhal Capital Management
INCREASED962959+3+0%$347.3K$405.5K+$58.2K2026-11-04
Gables Capital Management Inc.
UNCHANGED96296200%$348.4K$405.5K+$57.1K2026-11-04
Smith Shellnut Wilson LLC
UNCHANGED96296200%$348.4K$405.5K+$57.1K2026-10-21
Alliance Wealth Advisors, LLC
INCREASED960813+147+18%$294.4K$404.7K+$110.2K2026-10-28
Lake Street Private Wealth, LLC
UNCHANGED96096000%$347.6K$404.7K+$57.0K2026-10-22
Well Done, LLC
INCREASED959937+22+2%$339.3K$404.2K+$64.9K2026-10-20
LCM Capital Management Inc
DECREASED958997-39-4%$361.1K$404.0K+$42.9K2026-10-20
Leo Wealth, LLC
NEW956—+956——$402.9K—2026-10-26
Sterling Investment Counsel, LLC
INCREASED952921+31+3%$333.5K$401.3K+$67.8K2026-10-19
Ariadne Wealth Management, LP
INCREASED951652+299+46%$236.1K$400.9K+$164.8K2026-11-06
Tilia Fiduciary Partners, Inc.
DECREASED9511,004-53-5%$363.7K$400.9K+$37.2K2026-10-09
Park Capital Management, LLC / WI
DECREASED950978-28-3%$354.0K$400.3K+$46.3K2026-10-13
Diversified Management Inc
INCREASED948886+62+7%$320.8K$399.6K+$78.8K2026-10-08
Cape ANN Savings Bank
UNCHANGED94894800%$343.3K$399.6K+$56.3K2026-11-09
Barrett & Company, Inc.
INCREASED941939+2+0%$339.9K$396.8K+$56.9K2026-10-22
Rose Capital Advisors LLC
INCREASED933713+220+31%$258.2K$393.4K+$135.2K2026-11-04
Shum Financial Group, Inc.
INCREASED933930+3+0%$336.8K$393.3K+$56.5K2026-10-13
Stordahl Capital Management, Inc.
DECREASED928938-10-1%$339.7K$391.2K+$51.5K2026-10-22
Reflection Asset Management
INCREASED927896+31+3%$324.5K$390.7K+$66.3K2026-10-28
Intelligence Driven Advisers, LLC
INCREASED926890+36+4%$322.3K$390.3K+$68.1K2026-10-09
WealthBridge Capital Management, LLC
DECREASED925939-14-1%$339.9K$390.0K+$50.1K2026-10-16
Lorne Steinberg Wealth Management Inc.
UNCHANGED92592500%$335.0K$389.9K+$54.9K2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED92392300%$334.2K$389.1K+$54.8K2026-10-20
Traveka Wealth, LLC
DECREASED920926-6-1%$335.4K$387.9K+$52.5K2026-10-19
Keystone Financial Group, Inc.
INCREASED920916+4+0%$331.8K$388.0K+$56.2K2026-10-13
New Perspectives, Inc
UNCHANGED92092000%$333.2K$387.8K+$54.6K2026-10-14
Key Capital Management, Inc
INCREASED917913+4+0%$330.6K$386.5K+$55.9K2026-11-03
Barr E S & Co
UNCHANGED91791700%$332.0K$386.5K+$54.5K2026-11-06
American Capital Advisory, LLC
DECREASED914921-7-1%$333.5K$385.3K+$51.7K2026-10-28
Intergy Private Wealth, LLC
INCREASED912811+101+12%$293.7K$384.4K+$90.7K2026-10-16
SWS Partners
DECREASED910928-18-2%$335.9K$383.7K+$47.8K2026-10-26
Abound Wealth Management
INCREASED909892+17+2%$323.2K$383.0K+$59.8K2026-10-26
Great Waters Wealth Management
UNCHANGED90990900%$329.2K$383.2K+$54.0K2026-10-07
Rise Advisors, LLC
DECREASED9081,169-261-22%$423.4K$382.6K-$40.8K2026-10-16
Lodestar Private Asset Management LLC
DECREASED908958-50-5%$347.0K$382.9K+$35.9K2026-10-26
Hoxton Planning & Management, LLC
DECREASED908913-5-1%$330.6K$382.7K+$52.1K2026-10-15
Middleton & Co Inc
UNCHANGED90690600%$328.1K$381.9K+$53.8K2026-10-23
James Reed Financial Services, Inc.
UNCHANGED90590500%$327.7K$381.5K+$53.7K2026-10-26
World Equity Group, Inc.
DECREASED9001,472-572-39%$533.0K$379.4K-$153.7K2026-10-14
ETF Store, Inc.
DECREASED900902-20%$326.6K$379.4K+$52.7K2026-10-19
Salomon & Ludwin, LLC
DECREASED898907-9-1%$327.7K$378.5K+$50.8K2026-10-29
Purkiss Capital Advisors LLC
UNCHANGED89889800%$325.1K$378.4K+$53.3K2026-11-06
Sustainable Insight Capital Management, LLC
NEW897—+897——$378.1K—2026-11-06
SilverOak Wealth Management LLC
DECREASED897903-6-1%$327.0K$378.1K+$51.1K2026-10-29
Detalus Advisors, LLC
UNCHANGED89789700%$324.7K$378.0K+$53.3K2026-10-15
Aries Wealth Management
UNCHANGED89689600%$324.5K$377.7K+$53.2K2026-10-23
Karras Company, Inc.
DECREASED895933-38-4%$338.0K$377.4K+$39.4K2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED894890+4+0%$322.3K$376.9K+$54.6K2026-10-09
Crumly & Associates Inc.
DECREASED8891,128-239-21%$408.5K$374.7K-$33.7K2026-10-07
Balboa Wealth Partners
DECREASED887907-20-2%$328.5K$374.1K+$45.6K2026-10-20
Bath Savings Trust Co
UNCHANGED88788700%$321.2K$373.9K+$52.7K2026-10-07
Integral Investment Advisors, Inc.
DECREASED886933-47-5%$338.0K$373.4K+$35.4K2026-11-03
LeConte Wealth Management, LLC
INCREASED884840+44+5%$304.2K$372.6K+$68.4K2026-10-20
Black Diamond Financial, LLC
UNCHANGED88088000%$318.7K$370.9K+$52.3K2026-10-26
Paladin Wealth, LLC
NEW879—+879——$370.6K—2026-10-23
Gimbal Financial
DECREASED877926-49-5%$335.3K$369.7K+$34.3K2026-10-19
Picton Mahoney Asset Management
NEW875—+875——$368.8K—2026-11-09
Accelerate Investment Advisors LLC
DECREASED874940-66-7%$340.6K$368.6K+$28.0K2026-11-02
Impact Capital Partners LLC
INCREASED874851+23+3%$308.2K$368.4K+$60.2K2026-10-22
Quadcap Wealth Management, LLC
INCREASED866832+34+4%$301.3K$365.0K+$63.7K2026-11-02
10Elms LLP
UNCHANGED86486400%$313.0K$364.3K+$51.3K2026-11-06
Gordian Advisors LLC
INCREASED862859+3+0%$311.0K$363.3K+$52.3K2026-10-30
Mascoma Wealth Management LLC
UNCHANGED85885800%$310.8K$361.8K+$51.0K2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED857858-10%$310.6K$361.2K+$50.6K2026-11-03
Five Oceans Advisors
DECREASED856931-75-8%$337.1K$360.8K+$23.7K2026-10-22
Shulman DeMeo Asset Management LLC
DECREASED856914-58-6%$330.8K$345.0K+$14.2K2026-10-09
Chaney Capital Management, Inc.
DECREASED855882-27-3%$319.4K$360.4K+$41.0K2026-11-09
Global Wealth Management, LLC
INCREASED855852+3+0%$308.5K$360.4K+$51.9K2026-10-15
Barnes Wealth Management Group, Inc
DECREASED853867-14-2%$314.0K$359.5K+$45.6K2026-11-09
InvesTrust
UNCHANGED85185100%$308.2K$358.7K+$50.5K2026-10-14
Financial Security Advisor, Inc.
DECREASED8491,352-503-37%$489.5K$358.0K-$131.6K2026-11-03
KFA Private Wealth Group, LLC
INCREASED849848+1+0%$307.3K$358.3K+$51.0K2026-10-07
Werba Rubin Papier Wealth Management
INCREASED846800+46+6%$289.7K$356.5K+$66.8K2026-11-06
TFR Capital, Llc.
INCREASED846820+26+3%$296.9K$356.6K+$59.7K2026-11-09
Gold Investment Management Ltd.
DECREASED843945-102-11%$342.2K$355.3K+$13.1K2026-10-19
BCS Wealth Management
UNCHANGED84384300%$305.3K$355.3K+$50.1K2026-11-03
William Mack & Associates, Inc.
DECREASED841850-9-1%$307.8K$354.5K+$46.7K2026-10-27
Rahlfs Capital, LLC
UNCHANGED84084000%$304.2K$354.1K+$49.9K2026-10-23
Wedge Capital Management L L P
UNCHANGED84084000%$304.2K$354.1K+$49.9K2026-10-13
Gilman Hill Asset Management, LLC
DECREASED839846-7-1%$306.5K$353.8K+$47.3K2026-10-13
Prentice Wealth Management LLC
UNCHANGED83783700%$303.1K$352.8K+$49.7K2026-10-20
Red Mountain Financial, LLC
UNCHANGED83783700%$303.2K$352.9K+$49.7K2026-11-03
Wellington Grp LLC
DECREASED8361,465-629-43%$530.5K$352.4K-$178.1K2026-11-06
DDD Partners, LLC
NEW835—+835——$352.1K—2026-11-02
Pettinga Financial Advisors LLC
UNCHANGED83383300%$301.6K$351.1K+$49.5K2026-10-13
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED822804+18+2%$291.1K$346.5K+$55.3K2026-10-21
Tower View Wealth Management LLC
INCREASED82019+801+4216%$6.9K$345.5K+$338.7K2026-10-23
Country Trust Bank
DECREASED820825-5-1%$298.7K$345.6K+$46.9K2026-10-30
Omega Financial Group, LLC
NEW816—+816——$344.0K—2026-10-29
Stevens Capital Partners
NEW816—+816——$344.0K—2026-10-29
Unify Financial Advisors
UNCHANGED81481400%$294.8K$343.1K+$48.3K2026-11-03
LFG Wealth Partners, LLC
DECREASED813816-30%$295.5K$342.7K+$47.2K2026-10-28
CNB Bank
UNCHANGED80980900%$293.0K$341.0K+$48.0K2026-11-09
Nfsg Corp
INCREASED802716+86+12%$259.2K$338.1K+$78.9K2026-10-15
Saxony Capital Management, LLC
INCREASED801625+176+28%$226.4K$337.6K+$111.1K2026-10-15
Bullock Wealth Management Group
INCREASED801796+5+1%$287.7K$326.1K+$38.5K2026-10-09
Closed-End Fund Advisors, Inc.
UNCHANGED80080000%$289.7K$337.2K+$47.5K2026-11-04
Washington Trust Advisors, Inc.
UNCHANGED79679600%$288.2K$335.4K+$47.3K2026-10-22
Royal Palms Capital LLC
UNCHANGED79279200%$286.8K$333.8K+$47.0K2026-10-23
True Private Wealth Advisors
DECREASED790808-18-2%$292.4K$333.3K+$40.8K2026-10-19
Verus Wealth Management, LLC
NEW788—+788——$332.3K—2026-10-13
BAM Wealth Management, LLC
INCREASED782707+75+11%$256.0K$329.6K+$73.6K2026-10-15
Partners Wealth Management, LLC
NEW778—+778——$328.1K—2026-10-28
New Covenant Trust Company, N.A.
INCREASED778690+88+13%$249.9K$327.9K+$78.1K2026-10-08
Rainier Family Wealth Inc
UNCHANGED77877800%$281.7K$327.9K+$46.2K2026-11-02
Peak Financial Management, Inc.
NEW777—+777——$327.6K—2026-10-16
AMG Asset Management Group, Inc.
DECREASED777814-37-5%$294.9K$327.3K+$32.4K2026-10-21
Compass Wealth Management LLC
UNCHANGED77577500%$280.6K$326.7K+$46.0K2026-10-22
Kelly Financial Services LLC
INCREASED772751+21+3%$271.9K$325.6K+$53.7K2026-10-20
Oder Investment Management, LLC
DECREASED772789-17-2%$285.6K$325.5K+$39.9K2026-11-09
WealthCare Investment Partners, LLC
DECREASED770783-13-2%$283.5K$324.6K+$41.1K2026-11-05
LS Investment Advisors, LLC
UNCHANGED77077000%$278.8K$324.6K+$45.7K2026-10-13
McKinley Carter Wealth Services, Inc.
INCREASED767746+21+3%$270.0K$323.1K+$53.1K2026-10-16
Providence First Trust Co
DECREASED766979-213-22%$354.5K$322.9K-$31.6K2026-11-02
DE Burlo Group Inc
INCREASED765595+170+29%$215.5K$322.5K+$107.0K2026-11-05
Constitution Capital LLC
UNCHANGED76576500%$277.0K$322.5K+$45.4K2026-10-23
SkyOak Wealth, LLC
UNCHANGED76476400%$276.7K$322.0K+$45.4K2026-10-28
West Financial Advisors, LLC
UNCHANGED76476400%$276.7K$322.0K+$45.4K2026-10-22
Evergreen Private Wealth LLC
DECREASED762785-23-3%$284.2K$321.1K+$36.9K2026-10-30
Connecticut Capital Management Group, LLC
INCREASED760744+16+2%$269.4K$320.3K+$50.9K2026-10-29
Measured Risk Portfolios, Inc.
UNCHANGED76076000%$275.2K$320.3K+$45.1K2026-10-21
Ashurst Perkins Coie Trust Co
INCREASED758750+8+1%$271.6K$319.5K+$47.9K2026-10-15
Stirlingshire Investments, Inc.
NEW756—+756——$318.6K—2026-11-05
Advisortrust Partners, LLC
INCREASED756719+37+5%$260.4K$318.7K+$58.3K2026-11-02
Peddock Capital Advisors, LLC
UNCHANGED75575500%$273.4K$318.2K+$44.8K2026-10-16
Wilkins Investment Counsel Inc
NEW751—+751——$316.6K—2026-11-03
Whelan Financial
INCREASED750644+106+16%$233.2K$316.1K+$82.9K2026-10-28
Wescott Financial Advisory Group, LLC
INCREASED750715+35+5%$258.8K$316.0K+$57.2K2026-11-09
Birchbrook, Inc.
UNCHANGED75075000%$271.6K$316.1K+$44.5K2026-10-14
Peachtree Investment Partners, LLC
INCREASED747628+119+19%$227.5K$314.9K+$87.4K2026-11-05
Johnson Bixby & Associates, LLC
INCREASED747696+51+7%$252.0K$314.9K+$62.8K2026-10-14
Fidelity D & D Bancorp Inc
DECREASED747754-7-1%$273.0K$314.9K+$41.8K2026-11-05
Wealth Group Ltd
UNCHANGED74774700%$270.5K$301.1K+$30.6K2026-10-07
SJS Investment Consulting Inc.
INCREASED745657+88+13%$237.9K$314.1K+$76.1K2026-10-26
Asset Planning,Inc
INCREASED744742+2+0%$268.7K$313.5K+$44.8K2026-10-26
West Wealth Group, LLC
INCREASED739699+40+6%$253.3K$311.7K+$58.4K2026-10-14
D.B. Root & Company, LLC
INCREASED738675+63+9%$244.4K$311.1K+$66.6K2026-11-04
Horst & Graben Wealth Management LLC
INCREASED736732+4+1%$264.4K$310.4K+$45.9K2026-11-02
Heritage Family Offices, LLP
INCREASED735629+106+17%$227.8K$309.8K+$82.0K2026-11-02
Mcdaniel Terry & Co
DECREASED735787-52-7%$285.0K$309.8K+$24.8K2026-11-05
Redwood Park Advisors LLC
INCREASED734702+32+5%$254.1K$309.6K+$55.5K2026-11-02
Sunbeam Capital Management, LLC
DECREASED732827-95-11%$299.5K$308.8K+$9.3K2026-11-05
Long Island Wealth Management, Inc.
INCREASED732696+36+5%$252.0K$308.5K+$56.5K2026-10-20
Raab & Moskowitz Asset Management LLC
DECREASED732748-16-2%$270.9K$308.6K+$37.7K2026-11-02
Monarch Capital Management Inc
UNCHANGED73073000%$264.3K$307.7K+$43.4K2026-10-19
Wealth Advisors Northwest LLC
UNCHANGED73073000%$264.3K$307.7K+$43.4K2026-10-29
KTF Investments, LLC
UNCHANGED72872800%$263.6K$306.9K+$43.2K2026-10-23
Chatham Capital Group, Inc.
INCREASED725689+36+5%$249.5K$305.6K+$56.1K2026-10-16
Keener Financial Planning LLC
DECREASED725733-8-1%$265.0K$305.6K+$40.6K2026-11-06
Stockman Wealth Management, Inc.
UNCHANGED72472400%$262.2K$305.2K+$43.0K2026-10-27
Encompass More Asset Management
INCREASED721682+39+6%$247.0K$303.9K+$56.9K2026-10-16
Market Street Wealth Management Advisors LLC
NEW720—+720——$303.6K—2026-10-09
Earned Wealth Advisors, LLC
INCREASED720598+122+20%$216.6K$303.7K+$87.1K2026-11-06
First Bancorp, Inc
UNCHANGED72072000%$260.7K$303.5K+$42.8K2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED718671+47+7%$242.8K$302.8K+$60.0K2026-11-04
Optimist Retirement Group LLC
UNCHANGED71771700%$259.6K$302.2K+$42.6K2026-10-30
WealthSpring Partners, LLC
DECREASED714800-86-11%$289.6K$300.9K+$11.4K2026-10-14
Mitchell Capital Management Co
UNCHANGED71271200%$257.8K$300.1K+$42.3K2026-10-29
Kingdom Financial Group Llc.
DECREASED710879-169-19%$318.3K$299.1K-$19.2K2026-11-04
Embree Financial Group
INCREASED710698+12+2%$252.8K$299.3K+$46.5K2026-10-22
Retirement Guys Formula LLC
NEW709—+709——$298.9K—2026-10-26
TSG Advice Partners, LLC
NEW708—+708——$256.3K—2026-10-29
Virtue Capital Management, LLC
INCREASED704671+33+5%$243.0K$296.7K+$53.7K2026-10-29
TigerOak Management, L.L.C.
INCREASED701576+125+22%$208.6K$295.5K+$86.9K2026-10-23
Blue Bell Private Wealth Management, LLC
INCREASED701658+43+7%$238.4K$295.3K+$57.0K2026-10-29
Phillips Financial Management, LLC
INCREASED701689+12+2%$249.5K$295.5K+$46.0K2026-10-19
Cortland Associates Inc
INCREASED700600+100+17%$217.0K$295.0K+$78.0K2026-10-29
Terril Brothers, Inc.
UNCHANGED70070000%$253.5K$295.1K+$41.6K2026-11-06
Smithbridge Asset Management Inc
UNCHANGED70070000%$253.5K$295.1K+$41.6K2026-10-19
IMPACTfolio, LLC
UNCHANGED70070000%$253.5K$295.1K+$41.6K2026-10-28
Orange Investment Advisors, Inc.
UNCHANGED70070000%$253.5K$295.1K+$41.6K2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED69869800%$252.8K$294.2K+$41.5K2026-10-15
LJI Wealth Management, LLC
DECREASED697865-168-19%$313.2K$293.7K-$19.5K2026-10-28
TriaGen Wealth Management LLC
DECREASED697705-8-1%$255.3K$293.6K+$38.3K2026-10-14
Florida Financial Advisors, LLC
INCREASED696600+96+16%$217.9K$293.3K+$75.4K2026-11-09
Financial Council, LLC
UNCHANGED69569500%$251.7K$292.9K+$41.3K2026-11-02
Integrity Wealth Partners, LLC
NEW694—+694——$292.5K—2026-10-14
Steel Grove Capital Advisors, LLC
DECREASED690709-19-3%$256.7K$290.8K+$34.1K2026-10-13
Investors Asset Management of Georgia Inc
UNCHANGED69069000%$249.9K$290.8K+$41.0K2026-10-20
ProCore Advisors, LLC
UNCHANGED68968900%$249.5K$290.5K+$41.0K2026-10-14
Wolverine Asset Management LLC
NEW688—+688——$290.0K—2026-11-02
Syverson Strege & Co
DECREASED688728-40-5%$263.6K$290.0K+$26.4K2026-11-02
Fiduciary Family Office, LLC
INCREASED687655+32+5%$237.3K$289.7K+$52.4K2026-11-04
HT Partners LLC
UNCHANGED68668600%$248.4K$289.2K+$40.7K2026-10-20
Moran Wealth Management, LLC
NEW684—+684——$288.3K—2026-10-22
Lakewood Asset Management LLC
DECREASED682905-223-25%$327.9K$287.4K-$40.4K2026-10-26
Investment Insight Wealth Management, LLC
INCREASED682629+53+8%$227.8K$287.3K+$59.5K2026-10-30
Autumn Glory Partners, LLC
INCREASED682680+2+0%$246.2K$287.5K+$41.2K2026-10-26
Berman McAleer LLC
DECREASED682683-10%$247.3K$287.5K+$40.1K2026-10-16
Cambridge Financial Group, LLC
UNCHANGED68268200%$247.0K$247.0K$02026-10-06
CPC Advisors, LLC
INCREASED681613+68+11%$222.2K$287.0K+$64.9K2026-10-21
BetterWealth, LLC
UNCHANGED67867800%$245.5K$285.8K+$40.3K2026-10-15
Summit Securities Group LLC
NEW675—+675——$284.5K—2026-11-05
Boyd Watterson Asset Management LLC
DECREASED675719-44-6%$260.2K$284.4K+$24.1K2026-11-06
Hengehold Capital Management LLC
DECREASED673946-273-29%$342.6K$283.7K-$58.9K2026-10-16
Morton Brown Family Wealth, LLC
UNCHANGED67167100%$243.0K$282.8K+$39.9K2026-10-23
Grove Street Fiduciary, LLC
UNCHANGED67167100%$243.0K$282.8K+$39.9K2026-10-13
Ring Mountain Capital, LLC
INCREASED670646+24+4%$233.9K$282.4K+$48.5K2026-10-13
Vivid Wealth Management, LLC
DECREASED668683-15-2%$247.2K$281.5K+$34.3K2026-10-27
Burton Enright Welch
INCREASED666663+3+0%$240.1K$280.7K+$40.6K2026-11-04
Hoya Capital Real Estate, LLC
UNCHANGED66666600%$241.2K$280.7K+$39.6K2026-11-09
Vista Investment Partners LLC
UNCHANGED66366300%$240.1K$279.5K+$39.4K2026-10-08
Dagco, Inc.
UNCHANGED66266200%$239.9K$279.2K+$39.3K2026-10-20
Smith Asset Management Co., LLC
UNCHANGED66166100%$239.4K$278.6K+$39.3K2026-10-16
Pekin Hardy Strauss, Inc.
UNCHANGED65865800%$238.3K$277.4K+$39.1K2026-11-02
Jnba Financial Advisors
UNCHANGED65765700%$237.9K$276.9K+$39.0K2026-11-03
Atwater Malick LLC
INCREASED655644+11+2%$233.2K$276.1K+$42.9K2026-10-15
Elevated Capital Advisors, LLC
DECREASED6541,865-1,211-65%$675.4K$275.7K-$399.7K2026-11-04
Gibbs Wealth Management
NEW653—+653——$275.2K—2026-10-22
Bennett Selby Investments LP
INCREASED653645+8+1%$233.6K$275.2K+$41.7K2026-10-19
Creative Capital Management Investments LLC
INCREASED653645+8+1%$233.6K$275.2K+$41.7K2026-10-28
Cardinal Capital Management, Inc.
DECREASED650850-200-24%$307.8K$274.0K-$33.8K2026-10-16
Inspirion Wealth Advisors, LLC
UNCHANGED65065000%$234.9K$274.0K+$39.1K2026-10-09
LifeSteps Financial, Inc.
DECREASED649813-164-20%$294.4K$273.5K-$20.9K2026-10-15
Blue Capital, Inc.
DECREASED649664-15-2%$240.4K$273.5K+$33.1K2026-10-13
Sawgrass Asset Management LLC
DECREASED648692-44-6%$250.6K$273.0K+$22.3K2026-11-03
Index Fund Advisors, Inc.
INCREASED648647+1+0%$234.4K$273.3K+$38.8K2026-11-05
Able Financial Group, LLC
INCREASED648647+1+0%$234.2K$273.0K+$38.9K2026-10-14
Pacific Asset Management, LLC
UNCHANGED64864800%$234.7K$273.1K+$38.5K2026-10-15
Strategic Advisors LLC
INCREASED647645+2+0%$233.7K$272.7K+$39.0K2026-10-13
Crescent Grove Advisors, LLC
UNCHANGED64764700%$234.3K$272.7K+$38.4K2026-10-21
Cardiff Park Advisors, LLC
UNCHANGED64664600%$233.9K$272.3K+$38.4K2026-11-09
Vicus Capital
DECREASED645716-71-10%$259.2K$271.7K+$12.5K2026-11-05
Ullmann Wealth Partners Group, LLC
INCREASED645599+46+8%$216.9K$271.9K+$55.0K2026-11-02
Blackston Financial Advisory Group, LLC
INCREASED645639+6+1%$231.3K$271.7K+$40.4K2026-11-04
Advisory Solutions Group, LLC
NEW644—+644——$271.5K—2026-10-14
Private Advisory Group LLC
NEW644—+644——$271.5K—2026-11-06
Johnson Financial Group, LLC
DECREASED6421,188-546-46%$430.2K$270.6K-$159.6K2026-11-03
Summit Asset Management, LLC
NEW641—+641——$270.2K—2026-11-05
Cahaba Wealth Management, Inc.
INCREASED641631+10+2%$228.6K$270.1K+$41.5K2026-10-26
Narus Financial Partners, LLC
UNCHANGED64164100%$232.1K$270.2K+$38.1K2026-10-19
Traub Capital Management LLC
DECREASED640685-45-7%$247.9K$269.6K+$21.7K2026-11-09
Glass Wealth Management Co LLC
UNCHANGED64064000%$231.8K$269.8K+$38.0K2026-10-28
Darwin Wealth Management, LLC
INCREASED638525+113+22%$190.4K$269.1K+$78.8K2026-11-09
Cassia Capital Partners, LLC
INCREASED635632+3+0%$228.9K$267.7K+$38.8K2026-11-04
Clark & Stuart, Inc
UNCHANGED63563500%$229.9K$267.7K+$37.7K2026-10-14
Avion Wealth
INCREASED634623+11+2%$225.0K$267.0K+$42.0K2026-11-04
Archvest Wealth Advisors, Inc.
INCREASED633576+57+10%$208.5K$266.9K+$58.3K2026-10-29
James J. Burns & Company, LLC
INCREASED633577+56+10%$208.6K$267.0K+$58.3K2026-10-22
Praetorian Wealth Management, Inc.
UNCHANGED63363300%$229.2K$266.8K+$37.6K2026-10-16
Rockland Trust Co
DECREASED632778-146-19%$281.7K$266.4K-$15.3K2026-10-05
McClarren Financial Advisors, Inc.
INCREASED631627+4+1%$227.0K$266.0K+$39.0K2026-10-15
Bayban
UNCHANGED63063000%$228.1K$228.1K$02026-11-05
Genesis Private Wealth, LLC
DECREASED6291,042-413-40%$377.3K$265.1K-$112.2K2026-11-02
Austin Asset Management Co Inc
DECREASED628677-49-7%$245.4K$264.9K+$19.5K2026-10-29
Canvas Wealth Advisors, LLC
DECREASED628655-27-4%$237.2K$289.4K+$52.2K2026-11-02
Rare Wolf Capital LLC
INCREASED626559+67+12%$202.4K$263.9K+$61.4K2026-10-20
Wilkins Miller Wealth Management, LLC
INCREASED626624+2+0%$226.0K$264.0K+$38.0K2026-10-13
Cross Staff Investments Inc
UNCHANGED62662600%$226.7K$263.9K+$37.2K2026-10-22
Private Wealth Partners, LLC
INCREASED624620+4+1%$224.5K$263.0K+$38.5K2026-10-22
City Center Advisors, LLC
DECREASED619737-118-16%$267.0K$260.9K-$6.0K2026-10-08
Forbes Financial Planning, Inc.
INCREASED616341+275+81%$232.1K$259.7K+$27.5K2026-10-23
Durante & Waters, LLC
NEW613—+613——$258.4K—2026-10-28
waypoint wealth counsel
NEW613—+613——$258.4K—2026-10-22
Cape Investment Advisory, Inc.
DECREASED612631-19-3%$228.4K$258.0K+$29.6K2026-10-13
Keystone Financial Planning, Inc.
UNCHANGED61261200%$221.6K$258.0K+$36.3K2026-10-08
Compass Financial Management LLC
DECREASED611619-8-1%$227.7K$257.4K+$29.7K2026-10-30
Pegasus Asset Management, Inc.
UNCHANGED61161100%$221.3K$257.5K+$36.3K2026-11-03
BCK Partners, Inc.
UNCHANGED61061000%$220.9K$257.1K+$36.2K2026-10-23
RKL Wealth Management LLC
UNCHANGED60860800%$220.1K$256.5K+$36.3K2026-10-16
Langley Wealth Management, LLC
INCREASED603596+7+1%$215.9K$254.2K+$38.3K2026-11-04
Sage Mountain Advisors LLC
DECREASED600790-190-24%$286.1K$252.9K-$33.2K2026-11-02
Soundwatch Capital LLC
UNCHANGED60060000%$217.3K$241.8K+$24.6K2026-11-04
Endowment Wealth Management, Inc.
DECREASED599604-5-1%$218.8K$252.3K+$33.5K2026-11-03
Accretive Wealth Partners, LLC
UNCHANGED59959900%$216.9K$252.5K+$35.6K2026-11-06
EdgeRock Capital LLC
INCREASED598569+29+5%$206.0K$252.1K+$46.0K2026-11-03
Auour Investments LLC
UNCHANGED59859800%$216.5K$252.1K+$35.5K2026-10-28
W Advisors, LLC
UNCHANGED59859800%$216.5K$252.1K+$35.5K2026-11-02
Motive Wealth Advisors
INCREASED596590+6+1%$213.7K$251.2K+$37.6K2026-10-26
Sigma Investment Counselors Inc
DECREASED5951,595-1,000-63%$577.5K$250.7K-$326.8K2026-10-27
Trust Co
INCREASED595208+387+186%$75.5K$251.0K+$175.5K2026-10-09
Veracity Capital LLC
NEW594—+594——$250.4K—2026-10-08
Yoder Wealth Management, Inc.
INCREASED594583+11+2%$211.1K$250.4K+$39.3K2026-10-13
Hill Island Financial LLC
INCREASED592565+27+5%$204.6K$249.5K+$44.9K2026-10-20
Financial Partners Group, Inc
DECREASED591614-23-4%$222.3K$249.1K+$26.8K2026-10-19
Diversified Portfolios, Inc.
UNCHANGED59159100%$214.0K$249.1K+$35.1K2026-11-04
Oliver Luxxe Assets LLC
UNCHANGED59059000%$213.7K$248.7K+$35.0K2026-10-14
Journey Retirement Planning & Investment Management LLC
NEW587—+587——$247.6K—2026-10-09
Values First Advisors, Inc.
INCREASED586584+2+0%$211.5K$247.0K+$35.5K2026-10-23
TCP Asset Management, LLC
NEW585—+585——$235.7K—2026-10-14
Mccarter Private Wealth Services LLC
NEW585—+585——$246.6K—2026-10-22
Central Pacific Bank - Trust Division
DECREASED5851,505-920-61%$545.0K$246.6K-$298.4K2026-10-06
North Point Portfolio Managers Corp
INCREASED584567+17+3%$205.3K$246.2K+$40.8K2026-10-07
Forteris Wealth Management Inc.
NEW580—+580——$244.5K—2026-10-13
Mainsail Asset Management, LLC
UNCHANGED57957900%$212.1K$233.1K+$21.0K2026-10-14
Eurizon SLJ Capital Ltd
DECREASED576618-42-7%$223.8K$242.8K+$19.0K2026-11-06
RMG Wealth Management LLC
UNCHANGED57657600%$239.7K$258.4K+$18.7K2026-10-26
Virtus Advisers, LLC
DECREASED575600-25-4%$217.3K$242.4K+$25.1K2026-11-09
Blake Schutter Theil Wealth Advisors, LLC
INCREASED573567+6+1%$205.3K$241.5K+$36.2K2026-11-02
Master's Wealth Management Inc.
DECREASED573579-6-1%$209.6K$241.4K+$31.9K2026-10-22
Redwood Financial Network Corp
DECREASED572617-45-7%$223.5K$241.3K+$17.8K2026-11-03
RAM Investment Partners, LLC
NEW570—+570——$240.3K—2026-10-21
Riversedge Advisors, LLC
NEW566—+566——$238.4K—2026-10-09
Monograph Wealth Advisors, LLC
UNCHANGED56656600%$205.0K$238.6K+$33.6K2026-11-09
Uptick Partners, LLC
NEW565—+565——$238.3K—2026-11-04
Fortis Group Advisors, LLC
INCREASED562559+3+1%$202.4K$261.5K+$59.1K2026-11-06
Monte Financial Group, LLC
UNCHANGED56256200%$216.5K$236.9K+$20.4K2026-11-02
Emprise Bank
UNCHANGED56256200%$203.5K$236.9K+$33.4K2026-10-07
Slocum, Gordon & Co LLP
UNCHANGED56256200%$203.5K$236.9K+$33.4K2026-10-19
Objective Capital Management, LLC
UNCHANGED56256200%$203.5K$236.9K+$33.4K2026-10-13
GSG Advisors LLC
NEW559—+559——$235.6K—2026-11-03
Luts & Greenleigh Group, Inc.
UNCHANGED55755700%$201.7K$234.8K+$33.1K2026-11-05
Maple Capital Management, Inc.
NEW556—+556——$234.3K—2026-11-02
Seamount Financial Group Inc
UNCHANGED55555500%$201.0K$233.9K+$33.0K2026-10-21
Villere ST Denis J & Co LLC
UNCHANGED55555500%$201.0K$233.9K+$33.0K2026-11-04
Websterrogers Financial Advisors, LLC
UNCHANGED55455400%$200.6K$233.5K+$32.9K2026-11-02
Tucker Asset Management LLC
NEW553—+553——$233.2K—2026-10-29
4J Wealth Management LLC
NEW552—+552——$232.7K—2026-11-02
Investment Partners Asset Management, Inc.
NEW549—+549——$231.4K—2026-10-09
Valpey Financial Services, LLC
NEW548—+548——$231.0K—2026-10-30
RBA Wealth Management, LLC
NEW544—+544——$229.3K—2026-10-28
American National Bank of Texas
DECREASED544609-65-11%$220.5K$229.3K+$8.8K2026-10-07
TSA Wealth Managment LLC
NEW542—+542——$228.5K—2026-10-22
Independent Wealth Network Inc.
NEW541—+541——$228.1K—2026-10-19
Aldebaran Financial Inc.
NEW541—+541——$228.0K—2026-11-06
Spectrum Planning & Advisory Services Inc.
DECREASED541558-17-3%$202.2K$227.9K+$25.7K2026-11-05
Summit Place Financial Advisors, LLC
DECREASED538638-100-16%$231.0K$226.8K-$4.3K2026-10-23
First Business Financial Services, Inc.
NEW537—+537——$226.4K—2026-10-29
Clark Asset Management, LLC
NEW536—+536——$225.9K—2026-10-19
Silver Oak Advisory Group, Inc.
NEW535—+535——$225.6K—2026-11-06
Genesee Capital Advisors, LLC
NEW535—+535——$225.5K—2026-10-20
Addison Capital Co
DECREASED535555-20-4%$201.0K$225.5K+$24.5K2026-11-09
Legacy Financial Strategies, LLC
NEW533—+533——$224.8K—2026-10-15
Centerpoint Advisory Group
NEW532—+532——$224.2K—2026-10-23
Uhlmann Price Securities, LLC
DECREASED532557-25-4%$201.8K$224.2K+$22.4K2026-11-03
NorthLanding Financial Partners, LLC
NEW531—+531——$223.7K—2026-10-15
Clearstead Trust, LLC
INCREASED530305+225+74%$110.4K$223.4K+$113.0K2026-11-06
Blume Capital Management, Inc.
UNCHANGED53053000%$191.9K$223.4K+$31.5K2026-10-26
Chris Bulman Inc
DECREASED529656-127-19%$237.6K$223.4K-$14.2K2026-10-20
626 Financial, LLC
NEW527—+527——$222.1K—2026-11-04
Sendero Wealth Management, LLC
NEW525—+525——$221.3K—2026-10-14
Carson Advisory Inc.
NEW523—+523——$220.4K—2026-11-06
FAI Advisors, Inc.
NEW523—+523——$220.5K—2026-10-27
State of Wyoming
NEW523—+523——$220.5K—2026-10-28
Gainline Financial Partners, LLC
NEW521—+521——$219.6K—2026-10-15
Stenger Family Office, LLC
NEW521—+521——$215.1K—2026-10-22
Jm2 Capital Inc.
NEW520—+520——$219.3K—2026-10-14
Francis Financial, Inc.
NEW516—+516——$217.5K—2026-11-09
Bay Capital Advisors, LLC
NEW515—+515——$217.1K—2026-10-16
McGlone Suttner Wealth Management, Inc.
NEW515—+515——$216.9K—2026-10-13
TritonPoint Partners, LLC
DECREASED5151,334-819-61%$483.0K$217.0K-$266.0K2026-11-05
Canton Hathaway, LLC
UNCHANGED51551500%$186.5K$217.1K+$30.6K2026-10-23
Capital Square, LLC
DECREASED514576-62-11%$209.3K$216.7K+$7.3K2026-10-19
High Note Wealth, LLC
DECREASED511514-3-1%$186.1K$215.4K+$29.3K2026-10-27
Friday Financial
NEW510—+510——$207.7K—2026-10-09
Cherrydale Wealth Management, LLC
NEW510—+510——$214.9K—2026-10-20
Symmetry Partners, LLC
NEW510—+510——$214.8K—2026-10-27
Old Peak Finance LLC
NEW509—+509——$214.5K—2026-11-02
Cascade Investment Group, Inc.
NEW509—+509——$214.5K—2026-10-13
JB Capital LLC
DECREASED508555-47-8%$200.8K$214.0K+$13.2K2026-10-19
Manske Wealth Management
NEW507—+507——$213.7K—2026-10-26
Financial Futures Ltd Liability Co.
NEW505—+505——$212.9K—2026-10-13
Cypress Point Wealth Management, LLC
NEW504—+504——$212.4K—2026-11-03
Winter & Associates, Inc.
NEW502—+502——$220.3K—2026-10-23
Opus Financial Solutions LLC
NEW502—+502——$211.6K—2026-11-06
Fourpath Capital Management, LLC
DECREASED5022,411-1,909-79%$873.1K$211.6K-$661.5K2026-10-19
Triad Investment Management
NEW501—+501——$211.2K—2026-10-13
Baker Boyer National Bank
NEW501—+501——$211.2K—2026-11-05
Englebert Financial Advisers, LLC
NEW501—+501——$211.2K—2026-10-20
Miller Global Investments, LLC
INCREASED501237+264+111%$85.8K$211.2K+$125.4K2026-10-02
Camelot Portfolios, LLC
NEW500—+500——$210.8K—2026-11-09
Vanguard Capital Wealth Advisors
NEW500—+500——$210.8K—2026-10-16
Harold Davidson & Associates Inc.
NEW499—+499——$210.3K—2026-10-29
Skyline Advisors, Inc.
NEW499—+499——$210.2K—2026-11-03
Princeton Global Asset Management LLC
UNCHANGED49949900%$180.6K$210.2K+$29.6K2026-10-21
Clay Northam Wealth Management, LLC
NEW497—+497——$209.5K—2026-10-13
MMA Asset Management LLC
NEW497—+497——$209.5K—2026-11-02
Investment Research & Advisory Group, Inc.
INCREASED496493+3+1%$180.7K$216.1K+$35.4K2026-10-19
Affiance Financial, LLC
NEW495—+495——$209.0K—2026-10-15
Good Harbor Advisors, Inc.
NEW492—+492——$207.4K—2026-10-20
Echo45 Advisors LLC
NEW492—+492——$207.4K—2026-10-07
Private Client Services, LLC
NEW492—+492——$207.6K—2026-10-02
Cathy Pareto & Associates, Inc
NEW491—+491——$207.5K—2026-10-15
Goelzer Investment Management, Inc.
DECREASED491747-256-34%$270.5K$207.0K-$63.5K2026-10-16
Pinion Investment Advisors, LLC
NEW490—+490——$206.5K—2026-11-04
Aletheian Wealth Advisors LLC
NEW488—+488——$205.7K—2026-10-08
SP Asset Management LLC
NEW487—+487——$205.3K—2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED48748700%$176.4K$205.3K+$28.9K2026-10-21
Williams & Novak Wealth Management, LLC
NEW484—+484——$204.2K—2026-10-09
WIN Advisors, Inc
NEW484—+484——$204.0K—2026-11-06
Cove Private Wealth, LLC
NEW483—+483——$203.6K—2026-10-28
Cap Partners, LLC
NEW483—+483——$203.5K—2026-10-19
First Citizens Financial Corp
NEW482—+482——$203.2K—2026-10-02
Presilium Private Wealth, LLC
NEW482—+482——$203.3K—2026-10-26
Voisard Asset Management Group, Inc.
NEW482—+482——$203.2K—2026-10-13
Lawson Kroeker Investment Management Inc
NEW482—+482——$203.2K—2026-10-22
AGH Wealth Advisors, LLC
NEW478—+478——$201.5K—2026-10-26
Trillium Asset Management, LLC
NEW478—+478——$201.3K—2026-11-09
USAdvisors Wealth Management, LLC
NEW474—+474——$200.0K—2026-10-21
Highline Wealth Partners LLC
INCREASED472429+43+10%$155.2K$199.0K+$43.8K2026-10-19
Owl Creek Wealth Partners LLC
DECREASED469484-15-3%$175.3K$197.7K+$22.4K2026-10-20
Essential Investment Partners LLC
DECREASED465645-180-28%$233.6K$196.0K-$37.6K2026-10-27
Financial Consulate, Inc
INCREASED463445+18+4%$161.2K$195.3K+$34.1K2026-10-23
LAM Group, Inc.
UNCHANGED46246200%$167.3K$194.7K+$27.4K2026-10-26
Copeland Capital Management, LLC
INCREASED461400+61+15%$144.8K$194.3K+$49.5K2026-10-13
Hughes Financial Services, LLC
INCREASED454401+53+13%$145.2K$209.1K+$63.9K2026-10-30
DecisionPoint Financial, LLC
INCREASED4516+445+7417%$2.2K$183.7K+$181.5K2026-10-27
Rothwell Investment Advisors, LLC
NEW447—+447——$188.5K—2026-11-06
Intesa Sanpaolo Wealth Management
UNCHANGED44244200%$160.1K$186.3K+$26.3K2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED42042000%$152.1K$177.0K+$24.9K2026-10-30
Silver Grove Financial Group, Inc.
DECREASED418420-20%$152.1K$176.3K+$24.2K2026-11-05
Fairway Wealth LLC
NEW405—+405——$170.7K—2026-10-30
Gleason Group, Inc.
INCREASED391389+2+1%$140.7K$164.8K+$24.1K2026-10-15
Kozak & Associates, Inc.
DECREASED388389-10%$140.4K$175.2K+$34.7K2026-10-29
Western Pacific Wealth Management, LP
UNCHANGED38038000%$137.6K$160.2K+$22.6K2026-10-16
Vaquero Private Wealth, LTD
UNCHANGED38038000%$137.6K$160.2K+$22.6K2026-10-27
Banque de Luxembourg S.A.
DECREASED370501-131-26%$181.4K$156.0K-$25.5K2026-10-14
Putney Financial Group LLC
NEW366—+366——$154.3K—2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED36036000%$130.4K$151.7K+$21.4K2026-10-09
Monetary Solutions, Ltd
UNCHANGED35935900%$130.0K$151.3K+$21.3K2026-10-22
Addison Advisors LLC
INCREASED355346+9+3%$125.3K$149.6K+$24.3K2026-11-06
NBH Bank
INCREASED345308+37+12%$111.5K$145.4K+$33.9K2026-11-05
IAG Wealth Partners, LLC
INCREASED345343+2+1%$124.3K$145.3K+$21.0K2026-11-06
Elevation Wealth Partners, LLC
INCREASED339315+24+8%$114.1K$142.9K+$28.8K2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED335295+40+14%$107.0K$141.0K+$34.0K2026-10-14
Bell Investment Advisors, Inc
INCREASED335319+16+5%$115.5K$141.2K+$25.7K2026-10-29
Aspect Partners, LLC
DECREASED332333-10%$120.6K$139.9K+$19.4K2026-10-20
Reap Financial Group, LLC
INCREASED330271+59+22%$98.2K$139.1K+$40.9K2026-11-02
Global Trust Asset Management, LLC
DECREASED326331-5-2%$119.9K$137.4K+$17.6K2026-10-19
Madden Securities Corp
NEW320—+320——$134.9K—2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED31931900%$115.5K$134.5K+$18.9K2026-10-23
Ares Financial Consulting, LLC
INCREASED318310+8+3%$112.3K$134.1K+$21.8K2026-10-19
Covestor Ltd
DECREASED317320-3-1%$116.0K$134.0K+$18.0K2026-10-30
Fairscale Capital, LLC
INCREASED313310+3+1%$112.3K$145.9K+$33.6K2026-11-04
Kroeger Financial Partners
UNCHANGED31131100%$112.6K$131.1K+$18.5K2026-10-19
Private Wealth Management Group, LLC
INCREASED31082+228+278%$29.7K$130.7K+$101.0K2026-10-19
RHL Group, LLC
UNCHANGED30230200%$109.3K$127.3K+$18.0K2026-11-04
Costello Asset Management, Inc
INCREASED298297+1+0%$107.7K$125.7K+$18.0K2026-10-30
Physician Wealth Advisors, Inc.
INCREASED295235+60+26%$85.1K$124.3K+$39.2K2026-10-20
Pension & Wealth Management Advisors, Inc.
NEW288—+288——$121.4K—2026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED28428400%$104.9K$119.7K+$14.8K2026-10-01
Rakuten Securities, Inc.
INCREASED28340+243+608%$14.5K$119.3K+$104.8K2026-11-02
Community Financial Services Group, LLC
UNCHANGED27927900%$100.8K$113.6K+$12.8K2026-10-15
Rydar Equities, Inc.
NEW277—+277——$114.5K—2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED264310-46-15%$112.3K$111.3K-$9792026-10-15
Pacific Center for Financial Services
UNCHANGED26426400%$95.8K$111.5K+$15.7K2026-10-15
Walsh & Associates, LLC
UNCHANGED25025000%$90.5K$105.4K+$14.8K2026-11-09
Main Street Group, LTD
UNCHANGED24524500%$88.8K$103.3K+$14.6K2026-10-28
Latitude Advisors, LLC
NEW242—+242——$102.0K—2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED24024000%$86.9K$101.2K+$14.3K2026-10-26
Financial Freedom, LLC
NEW232—+232——$98.0K—2026-11-06
WPG Advisers, LLC
INCREASED231228+3+1%$82.6K$97.4K+$14.8K2026-10-27
CrossGen Wealth, LLC
INCREASED231229+2+1%$82.9K$97.2K+$14.2K2026-10-30
Toews Corp
UNCHANGED23023000%$83.3K$96.9K+$13.7K2026-11-09
Rational Advisors, Inc.
INCREASED229199+30+15%$72.1K$96.5K+$24.5K2026-11-02
True Wealth Design, LLC
INCREASED227208+19+9%$75.3K$95.7K+$20.4K2026-10-13
1620 Investment Advisors, Inc.
INCREASED218217+1+0%$78.9K$91.8K+$12.9K2026-11-04
General Partner, Inc.
UNCHANGED21121100%$76.4K$88.9K+$12.5K2026-10-05
Nova Financial LLC
NEW208—+208——$87.8K—2026-11-04
Maseco LLP
INCREASED206200+6+3%$72.4K$86.8K+$14.4K2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED20520500%$74.2K$86.4K+$12.2K2026-10-23
3 Factor Indexing, LLC
UNCHANGED20120100%$72.8K$84.7K+$11.9K2026-10-15
Morse Asset Management, Inc
UNCHANGED20020000%$72.4K$84.3K+$11.9K2026-11-09
TFC Financial Management, Inc.
UNCHANGED20020000%$72.4K$84.3K+$11.9K2026-10-26
Oakmont Corp
UNCHANGED19819800%$71.7K$83.5K+$11.8K2026-11-09
Three Bridge Wealth Advisors, LLC
NEW193—+193——$81.4K—2026-11-05
James T. Borello RIA
INCREASED185178+7+4%$64.5K$78.0K+$13.5K2026-10-16
Balance Wealth Partners LLC
NEW179—+179——$75.5K—2026-10-27
Marquette Asset Management, LLC
DECREASED179185-6-3%$67.0K$75.5K+$8.5K2026-10-09
Livelsberger Financial Advisory
NEW175—+175——$73.6K—2026-10-28
Southern Michigan Bank & Trust
UNCHANGED17517500%$63.4K$73.8K+$10.4K2026-10-19
CGC Financial Services, LLC
UNCHANGED17517500%$63.4K$73.8K+$10.4K2026-10-13
First Financial Corp
DECREASED167173-6-3%$62.6K$70.4K+$7.7K2026-10-13
Raleigh Capital Management Inc.
DECREASED1644,020-3,856-96%$1.5M$69.2K-$1.4M2026-10-28
Acumen Wealth Advisors, LLC
INCREASED163137+26+19%$49.6K$68.7K+$19.1K2026-11-05
Planning Strategies Inc.
INCREASED162159+3+2%$57.6K$68.3K+$10.7K2026-10-02
Catalyst Capital Advisors LLC
INCREASED159149+10+7%$54.0K$67.0K+$13.1K2026-11-02
Richardson Financial Services Inc.
DECREASED150262-112-43%$94.9K$63.2K-$31.6K2026-10-30
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED150194-44-23%$70.3K$63.2K-$7.0K2026-11-06
Montgomery Financial Services LLC
UNCHANGED15015000%$54.3K$63.2K+$8.9K2026-11-03
Meramec Financial Planners, LLC
UNCHANGED15015000%$56.4K$69.1K+$12.6K2026-11-09
Nemes Rush Group LLC
DECREASED146155-9-6%$56.2K$61.6K+$5.4K2026-11-04
Friedenthal Financial
NEW144—+144——$60.7K—2026-10-27
John Boyer, Inc.
NEW144—+144——$60.8K—2026-10-27
Wealth Analytics Partners, LLC
NEW144—+144——$60.7K—2026-10-19
Bayforest Capital Ltd
NEW142—+142——$59.9K—2026-11-03
CKW Financial Group
INCREASED140128+12+9%$46.0K$57-$45.9K2026-10-29
Downshift Financial, LLC
DECREASED138142-4-3%$51.4K$58.2K+$6.7K2026-10-13
First Pacific Financial
DECREASED136204-68-33%$73.9K$57.3K-$16.6K2026-10-14
University of Texas S AM Investment Management Co
UNCHANGED13313300%$48.2K$56.1K+$7.9K2026-11-03
UMB Private Wealth Management, LLC
NEW130—+130——$54.8K—2026-10-19
Birch Financial Group, LLC
NEW129—+129——$54.3K—2026-10-27
Retirement Wealth Solutions LLC
INCREASED127116+11+9%$42.0K$53.5K+$11.5K2026-10-07
Polaris Financial Partners
NEW126—+126——$53.0K—2026-10-02
Kennebec Savings Bank
UNCHANGED12612600%$45.6K$53.1K+$7.5K2026-10-22
Quaker Wealth Management, LLC
DECREASED124224-100-45%$81.1K$52.3K-$28.8K2026-10-22
MTM Investment Management, LLC
UNCHANGED12412400%$44.9K$52.3K+$7.4K2026-10-30
Advocate Investing Services LLC
UNCHANGED12012000%$43.5K$50.6K+$7.1K2026-10-26
Hoese & Co LLP
UNCHANGED11711700%$42.4K$49.3K+$7.0K2026-10-21
Sfam, LLC
UNCHANGED11611600%$42.0K$48.9K+$6.9K2026-11-03
Holos Integrated Wealth LLC
UNCHANGED11311300%$41.6K$48.0K+$6.4K2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED11111100%$40.0K$46.6K+$6.6K2026-10-28
United Financial Planning Group LLC
UNCHANGED11111100%$40.1K$46.9K+$6.8K2026-11-04
GK Wealth Management LLC
NEW109—+109——$45.8K—2026-10-09
N.E.W. Advisory Services LLC
UNCHANGED10810800%$39.1K$45.5K+$6.4K2026-11-09
Dynamic Wealth Strategies, LLC
UNCHANGED10310300%$37.3K$43.4K+$6.1K2026-10-16
Deane Retirement Strategies, Inc.
NEW100—+100——$42.2K—2026-10-09
Mainstream Capital Management LLC
NEW100—+100——$42.2K—2026-10-23
Vermillion Wealth Management, Inc.
DECREASED100321-221-69%$116.1K$42.2K-$74.0K2026-10-26
Olistico Wealth, LLC
UNCHANGED10010000%$36.2K$42.2K+$5.9K2026-10-05
Bare Financial Services, Inc
INCREASED9996+3+3%$34.8K$41.7K+$7.0K2026-11-04
Alta Capital Management LLC/
NEW95—+95——$40.0K—2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED9472+22+31%$26.1K$39.6K+$13.5K2026-11-03
Dogwood Wealth Management LLC
UNCHANGED939300%$33.7K$39.2K+$5.5K2026-11-09
Tower Trust & Investment Co
NEW91—+91——$38.4K—2026-10-28
Proathlete Wealth Management LLC
INCREASED9015+75+500%$5.5K$37.9K+$32.5K2026-10-15
PFS Partners, LLC
INCREASED8644+42+95%$15.8K$36.2K+$20.4K2026-10-21
McCarley & Cook Financial Planners
UNCHANGED868600%$31.1K$36.3K+$5.1K2026-10-21
Sunrise Financial Services, LLC
DECREASED83106-23-22%$38.4K$35.0K-$3.4K2026-10-21
GoalVest Advisory LLC
DECREASED82195-113-58%$70.6K$34.6K-$36.0K2026-10-02
Wilkerson Advisory Group LLC
INCREASED8278+4+5%$28.2K$34.6K+$6.3K2026-10-20
Signature Resources Capital Management, LLC
DECREASED8187-6-7%$31.5K$34.1K+$2.6K2026-10-16
Valued Wealth Advisors LLC
INCREASED8179+2+3%$28.6K$34.1K+$5.6K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED8025+55+220%$9.1K$33.5K+$24.5K2026-11-02
Hartford Financial Management Inc.
UNCHANGED808000%$29.0K$33.7K+$4.8K2026-10-21
Cdkv Holdings LLC
UNCHANGED787800%$28.2K$32.9K+$4.6K2026-10-28
Strengthening Families & Communities, LLC
INCREASED7675+1+1%$27.3K$32.0K+$4.7K2026-10-21
Coston, McIsaac & Partners
INCREASED7574+1+1%$27.0K$31.7K+$4.7K2026-11-06
Piscataqua Savings Bank
UNCHANGED757500%$27.2K$31.6K+$4.5K2026-10-21
AXS Investments LLC
DECREASED7182-11-13%$29.7K$29.9K+$2332026-11-04
Entrust Financial LLC
INCREASED7165+6+9%$23.5K$29.9K+$6.4K2026-11-04
Tsfg, LLC
DECREASED69330-261-79%$119.0K$29.0K-$90.0K2026-10-23
IMG Wealth Management, Inc.
INCREASED6957+12+21%$20.6K$29.1K+$8.4K2026-10-27
O'Domhnaill Enterprises, Inc.
UNCHANGED646400%$23.2K$27.0K+$3.8K2026-10-29
Burk Holdings LLC
INCREASED6231+31+100%$11.2K$26.1K+$14.9K2026-11-05
Zeit Capital LLC
UNCHANGED626200%$22.5K$26.1K+$3.7K2026-10-19
Align Financial, LLC
INCREASED6156+5+9%$20.3K$25.7K+$5.4K2026-10-16
Clark Wealth Partners
INCREASED5331+22+71%$11.2K$22.3K+$11.1K2026-10-19
Archer Investment Corp
UNCHANGED535300%$19.2K$22.5K+$3.3K2026-11-05
Nvwm, LLC
INCREASED5216+36+225%$5.8K$21.9K+$16.1K2026-10-14
Strategic Advocates LLC
INCREASED5125+26+104%$9.1K$21.5K+$12.4K2026-11-03
Foresight Capital Management Advisors, Inc.
NEW50—+50——$21.1K—2026-10-27
IFS Advisors, LLC
NEW50—+50——$21.2K—2026-10-14
Birchwood Financial Partners, Inc.
INCREASED5041+9+22%$15.0K$21.2K+$6.2K2026-11-02
Essential Partners LLC
UNCHANGED505000%$18.1K$21.1K+$3.0K2026-10-14
WestEnd Advisors, LLC
UNCHANGED484800%$17.4K$20.2K+$2.9K2026-10-27
Hurley Capital, LLC
UNCHANGED474700%$16.9K$19.8K+$2.9K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED464600%$16.7K$19.4K+$2.7K2026-10-16
Peterson Wealth Management
UNCHANGED353500%$12.7K$14.9K+$2.2K2026-11-06
Cedar Mountain Advisors, LLC
UNCHANGED343400%$12.3K$14.3K+$2.0K2026-10-15
Contravisory Investment Management, Inc.
UNCHANGED343400%$12.3K$14.3K+$2.0K2026-10-13
Activest Wealth Management
UNCHANGED333300%$12.0K$13.9K+$2.0K2026-10-15
Chapman Financial Group, LLC
UNCHANGED333300%$12.0K$13.9K+$2.0K2026-10-26
MH & Associates Securities Management Corp
UNCHANGED303000%$10.9K$12.6K+$1.8K2026-10-30
Bank & Trust Co
UNCHANGED292900%$10.5K$12.2K+$1.7K2026-10-07
Centerpoint Advisors, LLC
UNCHANGED282800%$10$12+$22026-11-05
PlanVest Financial, Inc
UNCHANGED282800%$10.1K$11.9K+$1.7K2026-11-09
KFG LLC
NEW27—+27——$11.4K—2026-11-02
Old Second National Bank of Aurora
UNCHANGED272700%$9.8K$11.4K+$1.6K2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED252500%$9.1K$10.5K+$1.5K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
INCREASED2321+2+10%$7.6K$9.7K+$2.1K2026-10-07
Caitong International Asset Management Co., Ltd
NEW22—+22——$9.3K—2026-10-29
Tounjian Advisory Partners, LLC
DECREASED2235-13-37%$12.8K$9.5K-$3.3K2026-11-04
Guardian Partners Inc.
UNCHANGED202000%$7.2K$8.4K+$1.2K2026-10-21
Horizon Financial Services, LLC
DECREASED19169-150-89%$61.2K$8.0K-$53.2K2026-11-04
Prudent Man Investment Management, Inc.
NEW18—+18——$7.6K—2026-11-03
Alerus Financial NA
DECREASED1827-9-33%$9.8K$7.6K-$2.2K2026-11-09
Your Advocates Ltd., LLP
UNCHANGED181800%$6.5K$7.6K+$1.1K2026-11-03
Bear Mountain Capital, Inc.
UNCHANGED181800%$6.4K$7.8K+$1.4K2026-11-04
Lynch Investment Planning, LLC
NEW15—+15——$6.3K—2026-10-27
Torren Management, LLC
UNCHANGED151500%$5.5K$6.5K+$9202026-10-29
Fiduciary Advisors, Inc.
UNCHANGED151500%$5.4K$6.3K+$8912026-10-16
Bradley & Co. Private Wealth Management, LLC
UNCHANGED141400%$5.1K$5.9K+$8322026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED1349-36-73%$18.6K$5.5K-$13.2K2026-10-14
Paladin Advisory Group, LLC
UNCHANGED131300%$4.7K$5.5K+$7722026-11-09
Roble, Belko & Company, Inc
UNCHANGED121200%$4$5+$12026-11-09
Lloyd Advisory Services, Llc.
DECREASED11314-303-96%$113.6K$4.7K-$108.9K2026-11-02
Evolution Wealth Management Inc.
DECREASED1030-20-67%$10.9K$4.2K-$6.6K2026-10-28
Legacy Bridge, LLC
UNCHANGED101000%$3.6K$4.2K+$5942026-10-28
Granite FO LLC
UNCHANGED101000%$3.6K$4.2K+$5942026-10-14
PayPay Securities Corp
UNCHANGED9900%$3.3K$3.8K+$5352026-10-27
Next Level Wealth Planning, LLC
NEW7—+7——$3.0K—2026-10-29
Breakwater Investment Management
INCREASED75+2+40%$1.8K$3.0K+$1.1K2026-10-20
Highland Investment Advisors LLC
UNCHANGED7700%$2.6K$3.1K+$4472026-11-09
Advantage Trust Co
UNCHANGED6600%$2.2K$2.5K+$3562026-10-19
Financial Network Wealth Advisors LLC
INCREASED54+1+25%$1.4K$2.1K+$6602026-10-28
Phillip James Consulting Co.
UNCHANGED5500%$1.8K$2.1K+$2972026-11-03
Palladiem, LLC
UNCHANGED4400%$1.4K$1.7K+$2382026-11-09
Murphy & Mullick Capital Management Corp
UNCHANGED4400%$1.4K$1.7K+$2382026-11-02
POM Investment Strategies, LLC
DECREASED36-3-50%$2.2K$1.3K-$9082026-10-20
Kings Path Partners LLC
UNCHANGED3300%$1.1K$1.3K+$1792026-10-21
Atlantic Private Wealth, LLC
UNCHANGED3300%$1.1K$1.3K+$1792026-11-09
Noble Wealth Management PBC
UNCHANGED3300%$1.1K$1.3K+$1792026-10-01
NorthAvenue LLC
UNCHANGED2200%$725$844+$1192026-10-29
Kinsale Capital Group, Inc.
CLOSED042,075-42,075-100%$15.2M$0-$15.2M2026-11-04
Diversified Trust Co
CLOSED033,837-33,837-100%$12.3M$0-$12.3M2026-11-06
General American Investors Co Inc
CLOSED020,000-20,000-100%$7.2M$0-$7.2M2026-11-02
Leibman Financial Services, Inc.
CLOSED011,566-11,566-100%$4.2M$0-$4.2M2026-10-13
Imc-Chicago, LLC
CLOSED08,927-8,927-100%$3.2M$0-$3.2M2026-11-05
Econ Financial Services Corp
CLOSED08,580-8,580-100%$3.1M$0-$3.1M2026-10-19
Check Capital Management Inc
CLOSED07,770-7,770-100%$2.8M$0-$2.8M2026-11-05
Bochk Asset Management Ltd
CLOSED05,500-5,500-100%$2.0M$0-$2.0M2026-10-29
OMC Financial Services LTD
CLOSED05,475-5,475-100%$2.0M$0-$2.0M2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED05,281-5,281-100%$1.9M$0-$1.9M2026-10-16
Wellington Shields & Co., LLC
CLOSED04,929-4,929-100%$1.8M$0-$1.8M2026-11-03
111 Capital
CLOSED03,851-3,851-100%$1.4M$0-$1.4M2026-11-03
Wellington Shields Capital Management, LLC
CLOSED03,578-3,578-100%$1.3M$0-$1.3M2026-11-03
OmniStar Financial Group, Inc.
CLOSED03,334-3,334-100%$1.2M$0-$1.2M2026-10-26
Hartline Investment Corp/
CLOSED02,975-2,975-100%$1.1M$0-$1.1M2026-10-29
B&D White Capital Company, LLC
CLOSED02,600-2,600-100%$941.5K$0-$941.5K2026-11-02
Greenup Street Wealth Management LLC
CLOSED02,354-2,354-100%$852.5K$0-$852.5K2026-10-28
Tobam
CLOSED02,289-2,289-100%$829.0K$0-$829.0K2026-11-03
Waycross Partners, LLC
CLOSED02,250-2,250-100%$814.8K$0-$814.8K2026-11-03
Saxon Interests, Inc.
CLOSED01,891-1,891-100%$684.8K$0-$684.8K2026-10-26
One Wealth Capital Management, LLC
CLOSED01,698-1,698-100%$614.9K$0-$614.9K2026-10-23
Dana Investment Advisors, Inc.
CLOSED01,471-1,471-100%$532.7K$0-$532.7K2026-11-06
Park Place Capital Corp
CLOSED01,208-1,208-100%$437.6K$0-$437.6K2026-11-09
Sunpointe, LLC
CLOSED01,045-1,045-100%$378.4K$0-$378.4K2026-10-22
Teamwork Financial Advisors, LLC
CLOSED01,000-1,000-100%$362.1K$0-$362.1K2026-10-19
PCG Asset Management, LLC
CLOSED0864-864-100%$312.9K$0-$312.9K2026-11-05
RDA Financial Network
CLOSED0836-836-100%$302.9K$0-$302.9K2026-10-15
Apeiron RIA LLC
CLOSED0825-825-100%$298.7K$0-$298.7K2026-10-08
A4 Wealth Advisors LLC
CLOSED0809-809-100%$293.0K$0-$293.0K2026-10-20
CenterStar Asset Management, LLC
CLOSED0800-800-100%$289.6K$0-$289.6K2026-10-09
Gallacher Capital Management LLC
CLOSED0797-797-100%$288.5K$0-$288.5K2026-10-30
Destiny Wealth Partners, LLC
CLOSED0693-693-100%$266.9K$0-$266.9K2026-11-05
Zinnia Wealth Advisory, LLC
CLOSED0664-664-100%$240.6K$0-$240.6K2026-11-06
J.M. Arbour, LLC
CLOSED0663-663-100%$240.1K$0-$240.1K2026-11-05
St. Louis Trust Co
CLOSED0649-649-100%$271.7K$0-$271.7K2026-11-03
Capstone Wealth Management Group, LLC
CLOSED0642-642-100%$232.5K$0-$232.5K2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED0629-629-100%$227.8K$0-$227.8K2026-10-27
Bryant Woods Investment Advisors, LLC
CLOSED0617-617-100%$223.4K$0-$223.4K2026-10-26
Hoge Financial Services, LLC
CLOSED0601-601-100%$217.5K$0-$217.5K2026-11-05
Poehling Capital Management, Inc.
CLOSED0564-564-100%$204.2K$0-$204.2K2026-10-20
Core Wealth Partners LLC
CLOSED0562-562-100%$203.3K$0-$203.3K2026-11-02
Sherman Asset Management, Inc.
CLOSED0519-519-100%$187.9K$0-$187.9K2026-11-05
Founders Capital Management
CLOSED0409-409-100%$148.1K$0-$148.1K2026-10-13
One River Asset Management, LLC
CLOSED0298-298-100%$107.9K$0-$107.9K2026-10-21
Gill Capital Partners, LLC
CLOSED0291-291-100%$105.4K$0-$105.4K2026-10-13
Stone House Investment Management, LLC
CLOSED0258-258-100%$93.5K$0-$93.5K2026-10-23
Syntax Research, Inc.
CLOSED0237-237-100%$85.8K$0-$85.8K2026-11-04
Knights of Columbus Asset Advisors LLC
CLOSED0232-232-100%$84.0K$0-$84.0K2026-11-05
Cornerstone Planning Group LLC
CLOSED0219-219-100%$80.2K$0-$80.2K2026-10-16
Evolution Advisers, Inc.
CLOSED0202-202-100%$73.0K$0-$73.0K2026-11-06
Solstein Capital, LLC
CLOSED0133-133-100%$48.2K$0-$48.2K2026-11-02
Atlatl Advisers LLC
CLOSED0105-105-100%$38.0K$0-$38.0K2026-10-22
Robinswood Financial LLC
CLOSED0100-100-100%$36.5K$0-$36.5K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED076-76-100%$27.4K$0-$27.4K2026-10-29
Whipplewood Advisors, LLC
CLOSED049-49-100%$17.7K$0-$17.7K2026-10-20
LFA - Lugano Financial Advisors SA
CLOSED020-20-100%$7.2K$0-$7.2K2026-11-03
Decker Retirement Planning Inc.
CLOSED019-19-100%$6.9K$0-$6.9K2026-10-19
Peterson Wealth Services
CLOSED010-10-100%$3.6K$0-$3.6K2026-10-26
Halbert Hargrove Global Advisors, LLC
CLOSED03-3-100%$1.2K$0-$1.2K2026-10-16
Sankala Group LLC
CLOSED01-1-100%$427$0-$4272026-11-09
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.6M$2.2M+$527.8K2026-10-29
BlackRock, Inc.
N/A—49,362,016-49,362,016-100%$17.9B———
Vanguard Capital Management LLC
N/A—35,250,101-35,250,101-100%$12.8B———
State Street Corp
N/A—30,560,537-30,560,537-100%$11.1B———
Capital World Investors
N/A—29,075,329-29,075,329-100%$10.5B———
Invesco Ltd.
N/A—16,320,446-16,320,446-100%$5.9B———
Charles Schwab Investment Management Inc
N/A—15,034,038-15,034,038-100%$5.4B———
Vanguard Portfolio Management LLC
N/A—14,853,366-14,853,366-100%$5.4B———
Morgan Stanley
N/A—13,653,692-13,653,692-100%$4.9B———
Wells Fargo & Company
N/A—7,235,462-7,235,462-100%$2.6B———
Primecap Management Co
N/A—6,756,962-6,756,962-100%$2.4B———
Capital Research Global Investors
N/A—6,272,625-6,272,625-100%$2.3B———
Northern Trust Corp
N/A—6,200,994-6,200,994-100%$2.2B———
Norges Bank
N/A—5,625,584-5,625,584-100%$2.0B———
UBS Asset Management Americas LLC
N/A—5,390,910-5,390,910-100%$2.0B———
Bank of America Corp
N/A—5,058,830-5,058,830-100%$1.8B———
Royal Bank of Canada
N/A—4,328,785-4,328,785-100%$1.6B———
Goldman Sachs Group Inc
N/A—4,130,732-4,130,732-100%$1.5B———
Price T Rowe Associates Inc
N/A—3,956,992-3,956,992-100%$1.4B———
Legal & General Group Plc
N/A—3,816,942-3,816,942-100%$1.4B———
JPMorgan Chase & Co
N/A—3,588,484-3,588,484-100%$1.3B———
FMR LLC
N/A—3,491,822-3,491,822-100%$1.3B———
UBS Group AG
N/A—3,308,695-3,308,695-100%$1.2B———
Vanguard Fiduciary Trust Co
N/A—3,080,875-3,080,875-100%$1.1B———
Aristotle Capital Management, LLC
N/A—2,915,257-2,915,257-100%$1.1B———
Wellington Management Group LLP
N/A—2,742,271-2,742,271-100%$993.0M———
State Farm Mutual Automobile Insurance Co
N/A—2,715,656-2,715,656-100%$983.4M———
Nuveen, LLC
N/A—2,345,865-2,345,865-100%$849.5M———
Capital Wealth Planning, LLC
N/A—2,033,759-2,033,759-100%$736.5M———
Ameriprise Financial Inc
N/A—1,897,321-1,897,321-100%$687.4M———
Envestnet Asset Management Inc
N/A—1,689,843-1,689,843-100%$611.9M———
Capital International Investors
N/A—1,668,778-1,668,778-100%$604.0M———
Raymond James Financial Inc
N/A—1,602,419-1,602,419-100%$580.3M———
Stifel Financial Corp
N/A—1,548,229-1,548,229-100%$560.7M———
Swiss National Bank
N/A—1,520,393-1,520,393-100%$550.6M———
California Public Employees Retirement System
N/A—1,496,206-1,496,206-100%$541.8M———
HSBC Holdings PLC
N/A—1,385,321-1,385,321-100%$501.2M———
Federated Hermes, Inc.
N/A—1,372,553-1,372,553-100%$497.0M———
Franklin Resources Inc
N/A—1,365,550-1,365,550-100%$494.5M———
BNP Paribas Financial Markets
N/A—1,321,585-1,321,585-100%$478.6M———
D. E. Shaw & Co., Inc.
N/A—1,290,217-1,290,217-100%$467.2M———
National Pension Service
N/A—1,286,149-1,286,149-100%$465.7M———
Vanguard Asset Management, Ltd
N/A—1,219,518-1,219,518-100%$441.6M———
Vanguard Global Advisers, LLC
N/A—1,170,547-1,170,547-100%$423.9M———
Manufacturers Life Insurance Company, the
N/A—1,150,794-1,150,794-100%$416.7M———
First Trust Advisors LP
N/A—1,131,395-1,131,395-100%$409.7M———
Two Sigma Investments, LP
N/A—1,128,681-1,128,681-100%$408.7M———
Mariner, LLC
N/A—1,094,241-1,094,241-100%$396.2M———
Canada Pension Plan Investment Board
N/A—963,209-963,209-100%$348.8M———
SG Americas Securities, LLC
N/A—909,380-909,380-100%$329.3M———
Rhumbline Advisers
N/A—904,954-904,954-100%$327.7M———
Jupiter Topco LLC
N/A—893,898-893,898-100%$323.7M———
Bellevue Group AG
N/A—851,550-851,550-100%$308.4M———
California State Teachers Retirement System
N/A—823,638-823,638-100%$298.3M———
BNP Paribas Asset Management Holding S.A.
N/A—821,365-821,365-100%$297.4M———
HighTower Advisors, LLC
N/A—816,257-816,257-100%$295.6M———
Citadel Advisors LLC
N/A—703,984-703,984-100%$254.9M———
Neuberger Berman Group LLC
N/A—646,798-646,798-100%$234.2M———
Boston Partners
N/A—637,923-637,923-100%$231.0M———
Rockefeller Capital Management L.P.
N/A—636,122-636,122-100%$230.4M———
Victory Capital Management Inc
N/A—632,302-632,302-100%$229.0M———
Allianz Asset Management GmbH
N/A—632,025-632,025-100%$228.9M———
Schroder Investment Management Group
N/A—613,694-613,694-100%$221.3M———
New York State Common Retirement Fund
N/A—592,725-592,725-100%$214.6M———
Alliancebernstein L.P.
N/A—587,270-587,270-100%$206.6M———
Prudential Financial Inc
N/A—578,474-578,474-100%$209.5M———
CIBC Bancorp USA Inc.
N/A—529,613-529,613-100%$191.8M———
Captrust Financial Advisors
N/A—516,543-516,543-100%$187.1M———
APG Asset Management N.V.
N/A—516,533-516,533-100%$163.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—483,751-483,751-100%$174.2M———
Adage Capital Partners GP, L.L.C.
N/A—471,833-471,833-100%$170.9M———
Aviva PLC
N/A—471,664-471,664-100%$170.8M———
State Board of Administration of Florida Retirement System
N/A—460,749-460,749-100%$166.8M———
Cerity Partners LLC
N/A—444,842-444,842-100%$161.1M———
National Bank of Canada
N/A—430,230-430,230-100%$155.8M———
Quantinno Capital Management LP
N/A—425,632-425,632-100%$154.1M———
TD Asset Management Inc
N/A—420,259-420,259-100%$152.2M———
Janney Montgomery Scott LLC
N/A—401,226-401,226-100%$145.3M———
Worldquant Millennium Advisors LLC
N/A—393,076-393,076-100%$142.3M———
Natixis Advisors, LLC
N/A—381,869-381,869-100%$138.3M———
Polar Capital Holdings Plc
N/A—369,086-369,086-100%$133.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—361,063-361,063-100%$130.7M———
Empower Advisory Group, LLC
N/A—349,667-349,667-100%$126.6M———
SEI Investments Co
N/A—343,610-343,610-100%$124.4M———
Baird Financial Group, Inc.
N/A—339,825-339,825-100%$123.1M———
Cetera Investment Advisers
N/A—333,544-333,544-100%$120.8M———
Bartlett & Co. Wealth Management LLC
N/A—326,887-326,887-100%$118.4M———
Storebrand Asset Management AS
N/A—325,992-325,992-100%$118.0M———
Susquehanna International Group, LLP
N/A—320,675-320,675-100%$116.1M———
Focus Partners Wealth
N/A—315,585-315,585-100%$109.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—304,371-304,371-100%$110.2M———
Capula Management Ltd
N/A—300,064-300,064-100%$108.7M———
AQR Capital Management LLC
N/A—300,007-300,007-100%$107.8M———
Capital International, Inc.
N/A—299,765-299,765-100%$108.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—293,442-293,442-100%$106.3M———
State of Wisconsin Investment Board
N/A—287,659-287,659-100%$104.2M———
Nomura Asset Management Co LTD
N/A—286,690-286,690-100%$103.8M———
Hudson Bay Capital Management LP
N/A—281,000-281,000-100%$101.8M———
&partners
N/A—280,838-280,838-100%$101.7M———
Royal London Asset Management LTD
N/A—280,510-280,510-100%$101.6M———
Osaic Holdings, Inc.
N/A—278,608-278,608-100%$101.1M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—278,356-278,356-100%$100.8M———
Vanguard Investments Australia, Ltd.
N/A—275,433-275,433-100%$99.7M———
Korea Investment Corp
N/A—269,926-269,926-100%$97.7M———
Chevy Chase Trust Holdings, LLC
N/A—266,650-266,650-100%$96.6M———
Commerce Bank
N/A—256,448-256,448-100%$92.9M———
Arrowstreet Capital, Limited Partnership
N/A—245,317-245,317-100%$88.8M———
Walleye Capital LLC
N/A—240,318-240,318-100%$87.0M———
Woodline Partners LP
N/A—238,092-238,092-100%$86.2M———
Ensign Peak Advisors, Inc
N/A—236,929-236,929-100%$85.8M———
Guggenheim Capital LLC
N/A—234,207-234,207-100%$84.8M———
Man Group plc
N/A—234,023-234,023-100%$84.7M———
Treasurer of the State of North Carolina
N/A—229,917-229,917-100%$83.3M———
KLP Kapitalforvaltning AS
N/A—226,396-226,396-100%$82.0M———
First Financial Bankshares Inc
N/A—224,652-224,652-100%$81.4M———
MML Investors Services, LLC
N/A—212,074-212,074-100%$76.8M———
Public Employees Retirement System of Ohio
N/A—210,024-210,024-100%$76.1M———
Commerzbank Aktiengesellschaft
N/A—209,478-209,478-100%$75.9M———
Harvest Portfolios Group Inc.
N/A—208,180-208,180-100%$75.4M———
Jennison Associates LLC
N/A—205,192-205,192-100%$74.3M———
American Century Companies Inc
N/A—201,107-201,107-100%$72.8M———
Marex Group Ltd
N/A—197,671-197,671-100%$71.6M———
Voya Investment Management LLC
N/A—195,409-195,409-100%$70.8M———
Van Eck Associates Corp
N/A—188,288-188,288-100%$68.2M———
Toronto Dominion Bank
N/A—181,652-181,652-100%$65.8M———
Tidal Investments LLC
N/A—178,875-178,875-100%$64.8M———
AE Wealth Management LLC
N/A—177,770-177,770-100%$64.4M———
State of Tennessee, Department of Treasury
N/A—176,220-176,220-100%$63.8M———
Sequoia Financial Advisors, LLC
N/A—173,024-173,024-100%$62.7M———
Tredje Ap-fonden
N/A—169,380-169,380-100%$61.3M———
HM Payson & Co
N/A—167,825-167,825-100%$60.8M———
Resona Asset Management Co.,Ltd.
N/A—164,151-164,151-100%$59.4M———
M&T Bank Corp
N/A—162,127-162,127-100%$58.7M———
Nissay Asset Management Corp N
N/A—159,700-159,700-100%$57.8M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—157,741-157,741-100%$57.1M———
Macquarie Group LTD
N/A—156,955-156,955-100%$56.8M———
Bank of Nova Scotia
N/A—156,088-156,088-100%$56.5M———
Susquehanna Portfolio Strategies, LLC
N/A—151,362-151,362-100%$54.8M———
Life Cycle Investment Partners Ltd
N/A—151,355-151,355-100%$54.8M———
Blair William & Co
N/A—150,777-150,777-100%$54.6M———
Mercer Global Advisors Inc
N/A—145,549-145,549-100%$52.7M———
Hancock Whitney Corp
N/A—143,155-143,155-100%$51.8M———
Jones Financial Companies Lllp
N/A—141,894-141,894-100%$50.9M———
MetLife Investment Management, LLC
N/A—138,472-138,472-100%$50.1M———
Wilkinson Global Asset Management LLC
N/A—136,508-136,508-100%$49.4M———
Teacher Retirement System of Texas
N/A—136,347-136,347-100%$49.4M———
O'shaughnessy Asset Management, LLC
N/A—135,976-135,976-100%$49.2M———
Vinva Investment Management Ltd
N/A—131,323-131,323-100%$47.3M———
Erste Asset Management GmbH
N/A—128,052-128,052-100%$46.2M———
DnB Asset Management AS
N/A—122,834-122,834-100%$44.5M———
Brown Advisory Inc
N/A—118,830-118,830-100%$43.0M———
Zurich Insurance Group Ltd
N/A—113,643-113,643-100%$41.2M———
Teachers Retirement System of the State of Kentucky
N/A—112,278-112,278-100%$40.7M———
Credit Agricole S A
N/A—110,106-110,106-100%$39.9M———
NewEdge Wealth, LLC
N/A—110,074-110,074-100%$39.9M———
OAK Associates LTD
N/A—109,731-109,731-100%$39.7M———
Rafferty Asset Management, LLC
N/A—109,431-109,431-100%$39.6M———
Beacon Pointe Advisors, LLC
N/A—108,053-108,053-100%$39.1M———
Pinnacle Financial Partners, Inc.
N/A—107,659-107,659-100%$39.0M———
Vanguard Personalized Indexing Management, LLC
N/A—105,365-105,365-100%$38.2M———
Glenmede Trust Co NA
N/A—104,523-104,523-100%$37.8M———
Diadema Partners LP
N/A—102,701-102,701-100%$214.6K———
MAI Capital Management
N/A—100,869-100,869-100%$36.5M———
Marshall Wace, LLP
N/A—99,402-99,402-100%$36.0M———
QRG Capital Management, Inc.
N/A—98,650-98,650-100%$35.7M———
Advisors Asset Management, Inc.
N/A—97,240-97,240-100%$35.2M———
USS Investment Management Ltd
N/A—96,817-96,817-100%$35.1M———
Zacks Investment Management
N/A—96,618-96,618-100%$35.0M———
Pathstone Holdings, LLC
N/A—96,026-96,026-100%$34.8M———
Empowered Funds, LLC
N/A—95,907-95,907-100%$34.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—94,325-94,325-100%$34.1M———
Stephens Inc
N/A—93,841-93,841-100%$34.4M———
Varma Mutual Pension Insurance Co
N/A—93,659-93,659-100%$33.9M———
NewEdge Advisors, LLC
N/A—93,040-93,040-100%$33.7M———
IAT Reinsurance Co Ltd.
N/A—92,500-92,500-100%$9.1M———
Mediolanum International Funds Ltd
N/A—91,350-91,350-100%$32.9M———
GW&K Investment Management, LLC
N/A—91,008-91,008-100%$33.0M———
Cornerstone Capital, Inc.
N/A—90,924-90,924-100%$32.9M———
United Capital Financial Advisors, LLC
N/A—90,846-90,846-100%$32.9M———
Employees Provident Fund Board
N/A—90,000-90,000-100%$32.6M———
Public Sector Pension Investment Board
N/A—88,118-88,118-100%$31.9M———
Silvercrest Asset Management Group LLC
N/A—87,964-87,964-100%$31.9M———
Bridges Investment Management Inc
N/A—87,741-87,741-100%$31.8M———
Renaissance Group LLC
N/A—87,346-87,346-100%$31.6M———
First Manhattan Co. Llc.
N/A—87,079-87,079-100%$31.5M———
Peapack Gladstone Financial Corp
N/A—87,050-87,050-100%$31.5M———
Becker Capital Management Inc
N/A—85,085-85,085-100%$30.8M———
Blue Sparrow, LLC
N/A—85,020-85,020-100%$30.8M———
Railway Pension Investments Ltd
N/A—83,980-83,980-100%$30.4M———
ST Germain D J Co Inc
N/A—83,929-83,929-100%$30.4M———
Sumitomo Mitsui Financial Group, Inc.
N/A—83,520-83,520-100%$30.2M———
Utah Retirement Systems
N/A—81,951-81,951-100%$29.7M———
British Columbia Investment Management Corp
N/A—80,855-80,855-100%$29.3M———
Steward Partners Investment Advisory, LLC
N/A—79,642-79,642-100%$28.8M———
Millennium Management LLC
N/A—79,344-79,344-100%$28.7M———
Elo Mutual Pension Insurance Co
N/A—78,004-78,004-100%$28.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—75,832-75,832-100%$27.5M———
Summitry LLC
N/A—75,057-75,057-100%$27.2M———
Capital International Sarl
N/A—74,744-74,744-100%$27.1M———
Benjamin Edwards Inc
N/A—74,607-74,607-100%$27.0M———
Pacer Advisors, Inc.
N/A—74,159-74,159-100%$26.9M———
Advisors Capital Management, LLC
N/A—73,921-73,921-100%$26.8M———
Pinebridge Investments LLC
N/A—73,641-73,641-100%$26.7M———
Nomura Asset Management International Inc.
N/A—72,087-72,087-100%$26.1M———
EP Wealth Advisors, LLC
N/A—70,291-70,291-100%$25.5M———
Steigerwald, Gordon & Koch Inc.
N/A—70,256-70,256-100%$25.4M———
First Long Island Investors, LLC
N/A—69,904-69,904-100%$25.3M———
Clearbridge Investments, LLC
N/A—69,065-69,065-100%$25.0M———
Nomura Holdings Inc
N/A—69,010-69,010-100%$25.0M———
Public Employees Retirement Association of Colorado
N/A—68,799-68,799-100%$24.9M———
CIBC World Market Inc.
N/A—65,685-65,685-100%$23.8M———
Meeder Asset Management Inc
N/A—65,451-65,451-100%$23.7M———
Shelton Capital Management
N/A—63,607-63,607-100%$23.0M———
Martingale Asset Management L P
N/A—62,656-62,656-100%$22.7M———
FIL Ltd
N/A—60,082-60,082-100%$21.8M———
Norinchukin Bank, The
N/A—59,210-59,210-100%$21.4M———
Federation des caisses Desjardins du Quebec
N/A—59,096-59,096-100%$21.4M———
Rothschild Investment LLC
N/A—59,073-59,073-100%$21.4M———
Northwestern Mutual Wealth Management Co
N/A—58,532-58,532-100%$21.2M———
TriCert Investment Counsel Inc.
N/A—57,233-57,233-100%$20.7M———
Lazard Asset Management LLC
N/A—56,544-56,544-100%$20.5M———
Flputnam Investment Management Co
N/A—56,484-56,484-100%$20.5M———
Gabelli Funds LLC
N/A—55,700-55,700-100%$20.2M———
Private Advisor Group, LLC
N/A—55,311-55,311-100%$20.0M———
Fayez Sarofim & Co
N/A—54,394-54,394-100%$19.7M———
LGT Group Foundation
N/A—53,947-53,947-100%$19.5M———
Allstate Corp
N/A—52,252-52,252-100%$18.9M———
CI Investments Inc.
N/A—51,678-51,678-100%$18.7M———
Caprock Group, LLC
N/A—51,552-51,552-100%$18.7M———
Bragg Financial Advisors, Inc
N/A—50,553-50,553-100%$18.3M———
Harvest Fund Management Co., Ltd
N/A—50,516-50,516-100%$18.3M———
Arax Advisory Partners
N/A—50,310-50,310-100%$18.2M———
Fiduciary Trust Co
N/A—49,645-49,645-100%$18.0M———
Prudential PLC
N/A—49,223-49,223-100%$17.8M———
Huntington National Bank
N/A—48,620-48,620-100%$17.6M———
Dakota Wealth Management
N/A—48,550-48,550-100%$17.6M———
Foundations Investment Advisors, LLC
N/A—48,477-48,477-100%$17.6M———
Mufg Securities Emea plc
N/A—48,450-48,450-100%$17.5M———
Roehl & Yi Investment Advisors, LLC
N/A—48,313-48,313-100%$2.0M———
Andra Ap-fonden
N/A—48,246-48,246-100%$17.5M———
RWA Wealth Partners, LLC
N/A—48,114-48,114-100%$17.4M———
Cresset Asset Management, LLC
N/A—47,883-47,883-100%$17.3M———
Caisse de Depot ET Placement DU Quebec
N/A—47,809-47,809-100%$17.3M———
LOS Angeles Capital Management LLC
N/A—47,768-47,768-100%$17.3M———
Gotham Asset Management, LLC
N/A—46,601-46,601-100%$16.9M———
Edgar Lomax Co
N/A—46,233-46,233-100%$16.7M———
BNP Paribas
N/A—44,979-44,979-100%$16.3M———
Lombard Odier Asset Management (Switzerland) SA
N/A—44,163-44,163-100%$16.0M———
New Age Alpha Advisors, LLC
N/A—43,405-43,405-100%$15.7M———
First National Bank of Omaha
N/A—43,308-43,308-100%$15.7M———
Aptus Capital Advisors, LLC
N/A—42,764-42,764-100%$15.5M———
Waverly Advisors, LLC
N/A—41,925-41,925-100%$15.2M———
Whittier Trust Co
N/A—41,908-41,908-100%$15.4M———
ING Groep NV
N/A—40,912-40,912-100%$14.8M———
Snowden Capital Advisors LLC
N/A—39,480-39,480-100%$14.3M———
SlateStone Wealth, LLC
N/A—38,812-38,812-100%$14.1M———
Bleakley Financial Group, LLC
N/A—38,445-38,445-100%$13.9M———
Eventide Asset Management, LLC
N/A—38,166-38,166-100%$13.8M———
Epoch Investment Partners, Inc.
N/A—37,880-37,880-100%$13.7M———
Saudi Central Bank
N/A—37,735-37,735-100%$13.7M———
Omers Administration Corp
N/A—37,717-37,717-100%$13.7M———
Round Hill Asset Management
N/A—37,380-37,380-100%$13.5M———
Vident Advisory, LLC
N/A—37,277-37,277-100%$13.5M———
Shufro Rose & Co LLC
N/A—37,047-37,047-100%$13.4M———
Investment Management Corp of Ontario
N/A—36,725-36,725-100%$13.3M———
Biondo Investment Advisors, LLC
N/A—36,460-36,460-100%$13.2M———
Ossiam
N/A—36,294-36,294-100%$13.1M———
Horizon Investments, LLC
N/A—35,484-35,484-100%$12.8M———
Dividend Assets Capital, LLC
N/A—35,209-35,209-100%$12.7M———
United Bank
N/A—34,754-34,754-100%$12.6M———
Daiichi Life Insurance Co., Ltd.
N/A—34,660-34,660-100%$12.6M———
Ancora Advisors LLCA
N/A—34,637-34,637-100%$12.5M———
Jane Street Group, LLC
N/A—34,309-34,309-100%$12.4M———
Red Door Wealth Management, LLC
N/A—34,111-34,111-100%$12.4M———
Kentucky Retirement Systems
N/A—33,956-33,956-100%$12.3M———
Guardian Capital LP
N/A—33,791-33,791-100%$12.2M———
Advisory Services Network, LLC
N/A—33,595-33,595-100%$12.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—33,159-33,159-100%$12.0M———
Foster & Motley Inc
N/A—32,896-32,896-100%$11.9M———
Buckley Wealth Management, LLC
N/A—32,852-32,852-100%$11.9M———
Osmosis Investment Management UK Ltd
N/A—32,649-32,649-100%$11.8M———
FourThought Financial Partners, LLC
N/A—32,361-32,361-100%$11.7M———
Callan Family Office, LLC
N/A—31,795-31,795-100%$11.5M———
Allianz SE
N/A—31,246-31,246-100%$11.3M———
L2 Asset Management, LLC
N/A—31,241-31,241-100%$11.3M———
NatWest Group plc
N/A—31,140-31,140-100%$11.3M———
Fiduciary Group, LLC
N/A—30,957-30,957-100%$11.2M———
Independent Advisor Alliance
N/A—30,517-30,517-100%$11.1M———
Cape COD Five Cents Savings Bank
N/A—30,322-30,322-100%$11.0M———
Haverford Trust Co
N/A—29,763-29,763-100%$10.8M———
Brown Brothers Harriman & Co
N/A—29,505-29,505-100%$10.7M———
Edgestream Partners, L.P.
N/A—29,075-29,075-100%$10.5M———
Westpac Banking Corp
N/A—28,767-28,767-100%$10.4M———
Vestmark Advisory Solutions, Inc.
N/A—28,753-28,753-100%$10.4M———
TCW Group Inc
N/A—28,369-28,369-100%$10.3M———
Siemens Fonds Invest GmbH
N/A—28,142-28,142-100%$10.2M———
Sound View Wealth Advisors Group, LLC
N/A—27,043-27,043-100%$9.8M———
Arkadios Wealth Advisors
N/A—26,885-26,885-100%$9.7M———
Berkshire Asset Management LLC
N/A—26,566-26,566-100%$9.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—26,513-26,513-100%$9.6M———
Centiva Capital, LP
N/A—26,442-26,442-100%$9.6M———
Sector Gamma AS
N/A—26,281-26,281-100%$9.5M———
Simmons Bank
N/A—26,161-26,161-100%$9.5M———
Stratos Wealth Partners, Ltd.
N/A—25,957-25,957-100%$9.4M———
MidFirst Bank
N/A—25,893-25,893-100%$9.4M———
Scotia Capital Inc.
N/A—25,458-25,458-100%$9.2M———
Ameritas Investment Partners, Inc.
N/A—25,196-25,196-100%$9.1M———
Alpine Woods Capital Investors, LLC
N/A—25,029-25,029-100%$9.1M———
Beacon Harbor Wealth Advisors, Inc.
N/A—24,965-24,965-100%$9.6M———
Portland Global Advisors LLC
N/A—24,945-24,945-100%$9.0M———
Equitable Holdings, Inc.
N/A—24,845-24,845-100%$9.0M———
Global Retirement Partners, LLC
N/A—24,522-24,522-100%$8.9M———
Orion Porfolio Solutions, LLC
N/A—24,477-24,477-100%$8.9M———
Granite Bay Wealth Management, LLC
N/A—24,371-24,371-100%$8.8M———
Canal Capital Management, LLC
N/A—24,312-24,312-100%$8.8M———
Envestnet Portfolio Solutions, Inc.
N/A—24,293-24,293-100%$8.8M———
Integrated Wealth Concepts LLC
N/A—24,183-24,183-100%$8.8M———
Trajan Wealth LLC
N/A—24,096-24,096-100%$8.7M———
Alley Investment Management Company, LLC
N/A—24,058-24,058-100%$8.7M———
Stratos Investment Management, LLC
N/A—23,940-23,940-100%$8.7M———
Johnson Investment Counsel Inc
N/A—23,570-23,570-100%$8.5M———
E Fund Management Co., Ltd.
N/A—23,015-23,015-100%$8.3M———
Dean Investment Associates, LLC
N/A—22,037-22,037-100%$8.0M———
Whittier Trust Co of Nevada Inc
N/A—22,033-22,033-100%$8.1M———
Bridgewater Associates, LP
N/A—21,869-21,869-100%$7.9M———
Tocqueville Asset Management L.P.
N/A—21,433-21,433-100%$7.8M———
Zhang Financial LLC
N/A—21,288-21,288-100%$7.7M———
Hamilton Capital Partners Inc.
N/A—21,267-21,267-100%$7.7M———
Hudson Value Partners, LLC
N/A—21,171-21,171-100%$7.7M———
Winslow Asset Management Inc
N/A—21,120-21,120-100%$7.6M———
Ironwood Investment Counsel, LLC
N/A—20,809-20,809-100%$7.5M———
Rathbones Group PLC
N/A—20,628-20,628-100%$7.5M———
Windward Capital Management Co
N/A—20,620-20,620-100%$7.5M———
Calydon Capital
N/A—20,308-20,308-100%$7.4M———
GordonMD Global Investments LP
N/A—20,212-20,212-100%$7.3M———
World Investment Advisors
N/A—20,040-20,040-100%$7.1M———
Arini Capital Management Ltd
N/A—20,000-20,000-100%$7.2M———
New England Asset Management Inc
N/A—19,820-19,820-100%$7.2M———
P.A.W. Capital Corp
N/A—19,810-19,810-100%$7.2M———
Summit Financial, LLC
N/A—19,430-19,430-100%$7.0M———
River Road Asset Management, LLC
N/A—19,385-19,385-100%$7.0M———
Principal Securities, Inc.
N/A—19,357-19,357-100%$7.0M———
Curi Capital, LLC
N/A—19,312-19,312-100%$7.0M———
Capital Group Private Client Services, Inc.
N/A—19,162-19,162-100%$6.9M———
Susquehanna Fundamental Investments, LLC
N/A—19,066-19,066-100%$6.9M———
Capital International LTD
N/A—19,011-19,011-100%$6.9M———
Empirical Finance, LLC
N/A—18,865-18,865-100%$6.8M———
Brevan Howard Capital Management LP
N/A—18,788-18,788-100%$6.8M———
Kingsview Wealth Management, LLC
N/A—18,729-18,729-100%$6.8M———
Estabrook Capital Management
N/A—18,721-18,721-100%$6.8M———
Banco Santander, S.A.
N/A—18,674-18,674-100%$6.8M———
Azimuth Capital Investment Management LLC
N/A—18,501-18,501-100%$6.7M———
Panagora Asset Management Inc
N/A—18,488-18,488-100%$6.7M———
Campbell & Co Investment Adviser LLC
N/A—18,379-18,379-100%$6.7M———
Trinity Legacy Partners, LLC
N/A—18,358-18,358-100%$6.8M———
Hilton Capital Management, LLC
N/A—18,341-18,341-100%$6.6M———
Impax Asset Management Group plc
N/A—18,289-18,289-100%$6.6M———
Aquatic Capital Management LLC
N/A—18,128-18,128-100%$6.6M———
Balyasny Asset Management L.P.
N/A—17,944-17,944-100%$6.5M———
PYA Waltman Capital, LLC
N/A—17,735-17,735-100%$6.4M———
Cary Street Partners Financial LLC
N/A—17,422-17,422-100%$6.3M———
Logan Capital Management Inc
N/A—17,380-17,380-100%$6.3M———
Bogart Wealth, LLC
N/A—17,354-17,354-100%$6.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—17,305-17,305-100%$6.3M———
Metis Global Partners, LLC
N/A—17,289-17,289-100%$6.3M———
Atlantic Union Bankshares Corp
N/A—17,229-17,229-100%$6.2M———
Trustmark Bank Trust Department
N/A—17,101-17,101-100%$6.2M———
Westfield Capital Management Co LP
N/A—17,047-17,047-100%$6.2M———
Evercore Wealth Management, LLC
N/A—16,770-16,770-100%$6.1M———
Intesa Sanpaolo S.p.A.
N/A—16,650-16,650-100%$6.0M———
Summit Trail Advisors, LLC
N/A—16,519-16,519-100%$6.0M———
Kensington Investment Counsel, LLC
N/A—16,454-16,454-100%$6.0M———
Westwood Holdings Group Inc
N/A—16,452-16,452-100%$6.0M———
OneDigital Investment Advisors LLC
N/A—16,412-16,412-100%$5.9M———
Mufg Securities Americas Inc.
N/A—16,256-16,256-100%$5.9M———
FCA Corp
N/A—16,245-16,245-100%$5.9M———
RB Capital Management, LLC
N/A—16,121-16,121-100%$5.8M———
Twin Capital Management Inc
N/A—15,782-15,782-100%$5.7M———
B & T Capital Management DBA Alpha Capital Management
N/A—15,764-15,764-100%$5.7M———
CreativeOne Wealth, LLC
N/A—15,401-15,401-100%$5.6M———
First National Advisers, LLC
N/A—15,261-15,261-100%$5.5M———
Meeder Advisory Services, Inc.
N/A—15,199-15,199-100%$5.5M———
Tower Bridge Advisors
N/A—15,102-15,102-100%$5.5M———
Ingalls & Snyder LLC
N/A—14,885-14,885-100%$5.4M———
L & S Advisors Inc
N/A—14,768-14,768-100%$5.3M———
Rowlandmiller & Partners.adv
N/A—14,748-14,748-100%$5.3M———
BFC Planning, Inc.
N/A—14,616-14,616-100%$5.3M———
IEQ Capital, LLC
N/A—14,567-14,567-100%$5.3M———
Insigneo Advisory Services, LLC
N/A—14,538-14,538-100%$5.3M———
Moneta Group Investment Advisors LLC
N/A—14,486-14,486-100%$5.2M———
Vickerman Investment Advisors, Inc.
N/A—14,355-14,355-100%$5.2M———
Groupama Asset Managment
N/A—14,303-14,303-100%$5.2M———
Coastal Bridge Advisors, LLC
N/A—14,287-14,287-100%$5.2M———
Ameritas Advisory Services, LLC
N/A—14,119-14,119-100%$5.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—14,091-14,091-100%$5.1M———
Fred Alger Management, LLC
N/A—14,074-14,074-100%$5.1M———
Pinnacle Holdings, LLC
N/A—14,063-14,063-100%$5.1M———
Mission Creek Capital Partners, Inc.
N/A—14,051-14,051-100%$3.4M———
Abacus FCF Advisors LLC
N/A—14,041-14,041-100%$5.1M———
IHT Wealth Management, LLC
N/A—13,902-13,902-100%$5.0M———
Bradley Foster & Sargent Inc
N/A—13,889-13,889-100%$5.0M———
Financial Sense Advisors, Inc.
N/A—13,782-13,782-100%$5.0M———
Capitolis Liquid Global Markets LLC
N/A—13,775-13,775-100%$5.0M———
Mutual Advisors, LLC
N/A—13,560-13,560-100%$4.9M———
Stance Capital LLC
N/A—13,480-13,480-100%$4.9M———
Wealthspire Advisors, LLC
N/A—13,416-13,416-100%$4.9M———
WCG Wealth Advisors LLC
N/A—13,208-13,208-100%$4.8M———
Monetary Management Group Inc
N/A—13,171-13,171-100%$4.8M———
Alteri Wealth LLC
N/A—13,020-13,020-100%$4.7M———
RiverFront Investment Group, LLC
N/A—13,012-13,012-100%$4.7M———
FAS Wealth Partners, Inc.
N/A—12,997-12,997-100%$4.7M———
Aimz Investment Advisors, LLC
N/A—12,935-12,935-100%$4.7M———
Dodge & COX
N/A—12,817-12,817-100%$4.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,802-12,802-100%$4.6M———
Vestcor Inc
N/A—12,724-12,724-100%$4.6M———
Uniplan Investment Counsel, Inc.
N/A—12,531-12,531-100%$4.5M———
Strategic Wealth Partners, Ltd.
N/A—12,495-12,495-100%$4.5M———
Tower Research Capital LLC (TRC)
N/A—12,238-12,238-100%$4.4M———
American Investment Services, Inc.
N/A—12,224-12,224-100%$4.4M———
Choate Investment Advisors
N/A—12,190-12,190-100%$4.4M———
Meiji Yasuda Asset Management Co Ltd.
N/A—12,101-12,101-100%$4.4M———
Rhenman & Partners Asset Management AB
N/A—11,900-11,900-100%$4.3M———
Bank OZK
N/A—11,793-11,793-100%$4.3M———
Navellier & Associates Inc
N/A—11,763-11,763-100%$4.3M———
Oxbow Advisors, LLC
N/A—11,698-11,698-100%$4.2M———
Legato Capital Management LLC
N/A—11,630-11,630-100%$4.2M———
Madison Asset Management, LLC
N/A—11,539-11,539-100%$4.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—11,431-11,431-100%$4.1M———
Aurdan Capital Management, LLC
N/A—11,280-11,280-100%$4.1M———
Wealth Alliance, LLC
N/A—11,201-11,201-100%$4.1M———
Valueworks LLC
N/A—10,978-10,978-100%$4.0M———
Composition Wealth, LLC
N/A—10,939-10,939-100%$4.0M———
X-Square Capital, LLC
N/A—10,908-10,908-100%$4.0M———
Stock Yards Bank & Trust Co
N/A—10,845-10,845-100%$3.9M———
AssuredPartners Investment Advisors, LLC
N/A—10,651-10,651-100%$3.9M———
Venturi Wealth Management, LLC
N/A—10,528-10,528-100%$3.8M———
North Star Asset Management Inc
N/A—10,471-10,471-100%$3.8M———
Dorsey & Whitney Trust Co LLC
N/A—10,466-10,466-100%$3.8M———
Empire Financial Management Company, LLC
N/A—10,453-10,453-100%$3.8M———
D L Carlson Investment Group Inc
N/A—10,385-10,385-100%$3.8M———
Boston Family Office LLC
N/A—10,368-10,368-100%$3.8M———
Texas Yale Capital Corp.
N/A—10,322-10,322-100%$3.7M———
Ballentine Partners, LLC
N/A—10,242-10,242-100%$3.7M———
PFG Investments, LLC
N/A—10,168-10,168-100%$3.7M———
Modern Wealth Management, LLC
N/A—10,149-10,149-100%$2.8M———
Opus Investment Management Inc
N/A—10,100-10,100-100%$3.7M———
Walter & Keenan Wealth Management LLC
N/A—9,923-9,923-100%$3.6M———
Tudor Financial Inc.
N/A—9,784-9,784-100%$3.5M———
Alan B Lancz & Associates, Inc.
N/A—9,730-9,730-100%$3.5M———
South Dakota Investment Council
N/A—9,698-9,698-100%$3.5M———
Ceeto Capital Group, LLC
N/A—9,675-9,675-100%$3.5M———
JPL Wealth Management, LLC
N/A—9,650-9,650-100%$3.5M———
Resolute Wealth Strategies, LLC
N/A—9,427-9,427-100%$3.4M———
Bontempo Ohly Capital Mgmt LLC
N/A—9,297-9,297-100%$3.4M———
Sectoral Asset Management Inc
N/A—9,210-9,210-100%$3.3M———
Slagle Financial, LLC
N/A—9,098-9,098-100%$3.3M———
Patron Partners, LLC
N/A—9,034-9,034-100%$3.3M———
Douglass Winthrop Advisors, LLC
N/A—8,961-8,961-100%$3.2M———
Chelsea Counsel Co
N/A—8,954-8,954-100%$3.2M———
Bay Rivers Group
N/A—8,944-8,944-100%$3.2M———
Savvy Advisors, Inc.
N/A—8,866-8,866-100%$3.2M———
Advisory Research Inc
N/A—8,800-8,800-100%$3.2M———
Auxier Asset Management LLC
N/A—8,785-8,785-100%$3.2M———
Front Row Advisors LLC
N/A—8,625-8,625-100%$3.6M———
Virtus Investment Advisers, LLC
N/A—8,572-8,572-100%$3.1M———
Cannell & Spears LLC
N/A—8,507-8,507-100%$3.1M———
Fort Sheridan Advisors LLC
N/A—8,505-8,505-100%$3.1M———
Syon Capital LLC
N/A—8,459-8,459-100%$3.1M———
Wimmer Associates 1, LLC
N/A—8,431-8,431-100%$3.1M———
Smartleaf Asset Management LLC
N/A—8,416-8,416-100%$3.0M———
Holderness Investments Co
N/A—8,409-8,409-100%$3.0M———
Union Heritage Capital, LLC
N/A—8,400-8,400-100%$3.0M———
Marshall Investment Management, LLC
N/A—8,386-8,386-100%$3.0M———
Meridian Wealth Advisors, LLC
N/A—8,375-8,375-100%$3.0M———
Hamrick Investment Counsel, llc
N/A—8,334-8,334-100%$3.0M———
Fidelis Capital Partners, LLC
N/A—8,119-8,119-100%$2.9M———
Spinnaker Trust
N/A—8,030-8,030-100%$2.9M———
Pure Financial Advisors, LLC
N/A—7,972-7,972-100%$2.9M———
Naviter Wealth, LLC
N/A—7,878-7,878-100%$2.9M———
Argo Wealth Advisory, LLC
N/A—7,843-7,843-100%$2.8M———
Intrust Bank NA
N/A—7,840-7,840-100%$2.8M———
Palogic Value Management, L.P.
N/A—7,793-7,793-100%$2.8M———
Crawford Investment Counsel Inc
N/A—7,793-7,793-100%$2.8M———
Strategic Investment Advisors / MI
N/A—7,664-7,664-100%$2.8M———
Counterweight Ventures, LLC
N/A—7,631-7,631-100%$2.8M———
Sphera Funds Management Ltd.
N/A—7,500-7,500-100%$2.7M———
IAM Advisory, LLC
N/A—7,484-7,484-100%$2.7M———
Ameriflex Group, Inc.
N/A—7,386-7,386-100%$2.7M———
Johnson Financial Group, Inc.
N/A—7,380-7,380-100%$2.7M———
Hodges Capital Management Inc.
N/A—7,363-7,363-100%$2.7M———
Sittner & Nelson, LLC
N/A—7,136-7,136-100%$2.6M———
Field & Main Bank
N/A—7,076-7,076-100%$2.6M———
Banco de Sabadell, S.a
N/A—6,877-6,877-100%$2.5M———
Tiaa Wealth Investment Management LLC
N/A—6,827-6,827-100%$2.5M———
Essex Financial Services, Inc.
N/A—6,773-6,773-100%$2.5M———
Roberts Glore & Co Inc
N/A—6,771-6,771-100%$2.5M———
Marshall Financial Group, LLC
N/A—6,736-6,736-100%$2.4M———
Davis R M Inc
N/A—6,701-6,701-100%$2.4M———
Gladstone Institutional Advisory LLC
N/A—6,692-6,692-100%$2.4M———
Lcnb Corp
N/A—6,635-6,635-100%$2.4M———
FMB Wealth Management
N/A—6,610-6,610-100%$2.4M———
Kintra Wealth, LLC
N/A—6,605-6,605-100%$2.8M———
Viawealth, LLC
N/A—6,582-6,582-100%$2.4M———
Van Hulzen Asset Management, LLC
N/A—6,577-6,577-100%$2.4M———
Harvest Investment Advisors, LLC
N/A—6,571-6,571-100%$2.4M———
Paralel Advisors LLC
N/A—6,565-6,565-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—6,527-6,527-100%$2.4M———
Proficio Capital Partners LLC
N/A—6,520-6,520-100%$2.4M———
Stratos Wealth Advisors, LLC
N/A—6,512-6,512-100%$2.4M———
Qtron Investments LLC
N/A—6,469-6,469-100%$2.3M———
January Capital Advisors LLC
N/A—6,400-6,400-100%$2.3M———
Advance Capital Management, Inc.
N/A—6,347-6,347-100%$2.3M———
Keynote Financial Services LLC
N/A—6,280-6,280-100%$2.3M———
NorthRock Partners, LLC
N/A—6,203-6,203-100%$2.2M———
Checchi Capital Advisers, LLC
N/A—6,176-6,176-100%$2.2M———
Kennedy Capital Management LLC
N/A—6,130-6,130-100%$2.2M———
LGT Fund Management Co Ltd.
N/A—6,101-6,101-100%$2.2M———
PDT Partners, LLC
N/A—6,100-6,100-100%$2.2M———
Rehmann Capital Advisory Group
N/A—6,083-6,083-100%$2.2M———
DoubleLine ETF Adviser LP
N/A—6,079-6,079-100%$2.2M———
Mmbg Investment Advisors Co.
N/A—6,044-6,044-100%$2.2M———
Wealthspire Retirement, LLC
N/A—5,922-5,922-100%$2.1M———
Blue Chip Partners, LLC
N/A—5,918-5,918-100%$2.1M———
Hilltop Holdings Inc.
N/A—5,905-5,905-100%$2.1M———
Weaver C. Barksdale & Associates, Inc.
N/A—5,857-5,857-100%$2.1M———
All Terrain Financial Advisors, LLC
N/A—5,665-5,665-100%$2.1M———
Connable Office Inc
N/A—5,653-5,653-100%$2.0M———
Parvin Asset Management, LLC
N/A—5,619-5,619-100%$2.0M———
Intrepid Capital Management Inc
N/A—5,595-5,595-100%$2.0M———
BBR Partners, LLC
N/A—5,580-5,580-100%$2.0M———
McMillan Office, Inc.
N/A—5,530-5,530-100%$2.0M———
Rexford Capital Inc
N/A—5,498-5,498-100%$2.0M———
Garrison Point Advisors, LLC
N/A—5,460-5,460-100%$2.0M———
Bridgewater Advisors Inc.
N/A—5,459-5,459-100%$2.1M———
Parallax Volatility Advisers, L.P.
N/A—5,354-5,354-100%$1.9M———
Financial Engines Advisors L.L.C.
N/A—5,295-5,295-100%$1.9M———
Strait & Sound Wealth Management LLC
N/A—5,292-5,292-100%$1.9M———
Spirepoint Private Client, LLC
N/A—5,266-5,266-100%$1.9M———
Mendel Capital Management LLC
N/A—5,227-5,227-100%$1.9M———
Farmers National Bank
N/A—5,193-5,193-100%$1.9M———
Stokes Family Office, LLC
N/A—5,143-5,143-100%$1.9M———
Sumitomo Life Insurance Co
N/A—5,099-5,099-100%$1.8M———
Miller Investment Management, LP
N/A—5,098-5,098-100%$1.8M———
Cambria Investment Management, L.P.
N/A—5,093-5,093-100%$1.8M———
Bellevue Asset Management, LLC
N/A—5,076-5,076-100%$1.8M———
IKE Capital, LLC
N/A—5,073-5,073-100%$1.8M———
WealthTrust Axiom LLC
N/A—5,051-5,051-100%$1.8M———
Vertex Planning Partners, LLC
N/A—5,003-5,003-100%$613.8K———
Howe & Rusling Inc
N/A—4,998-4,998-100%$1.8M———
GTS Securities LLC
N/A—4,988-4,988-100%$1.8M———
Aureus Asset Management, LLC
N/A—4,987-4,987-100%$1.8M———
New Republic Capital, LLC
N/A—4,966-4,966-100%$1.8M———
Martin & Co Inc
N/A—4,962-4,962-100%$1.8M———
17 Capital Partners, LLC
N/A—4,935-4,935-100%$1.8M———
Mairs & Power Inc
N/A—4,924-4,924-100%$1.8M———
Claret Asset Management Corp
N/A—4,880-4,880-100%$1.8M———
F/m Investments LLC
N/A—4,809-4,809-100%$1.7M———
Pallas Capital Advisors LLC
N/A—4,792-4,792-100%$1.7M———
Anchor Investment Management, LLC
N/A—4,787-4,787-100%$1.7M———
Cornerstone Select Advisors, LLC
N/A—4,743-4,743-100%$1.7M———
Stonebridge Capital Management Inc
N/A—4,736-4,736-100%$1.7M———
Painted Porch Advisors LLC
N/A—4,732-4,732-100%$1.7M———
Timber Creek Capital Management LLC
N/A—4,730-4,730-100%$1.7M———
Smith, Moore & Co.
N/A—4,729-4,729-100%$1.7M———
Resurgent Financial Advisors LLC
N/A—4,679-4,679-100%$1.7M———
VeraBank, N.A.
N/A—4,636-4,636-100%$1.7M———
Frec Markets, Inc.
N/A—4,619-4,619-100%$1.7M———
Gamco Investors, Inc. ET AL
N/A—4,618-4,618-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—4,589-4,589-100%$1.7M———
Argent Advisors, Inc.
N/A—4,586-4,586-100%$1.7M———
SageView Advisory Group, LLC
N/A—4,580-4,580-100%$1.7M———
Icon Advisers Inc
N/A—4,500-4,500-100%$1.6M———
SCS Capital Management LLC
N/A—4,468-4,468-100%$1.6M———
Townsquare Capital LLC
N/A—4,464-4,464-100%$1.6M———
FWL Investment Management, LLC
N/A—4,439-4,439-100%$1.6M———
Paradigm Capital Management, LLC
N/A—4,435-4,435-100%$1.6M———
Kovack Advisors, Inc.
N/A—4,406-4,406-100%$1.6M———
PCM Encore, LLC
N/A—4,405-4,405-100%$1.6M———
Twin City Private Wealth, LLC
N/A—4,402-4,402-100%$1.6M———
Affinity Investment Advisors, LLC
N/A—4,328-4,328-100%$1.6M———
Vanguard National Trust Co
N/A—4,293-4,293-100%$1.6M———
Regal Investment Advisors LLC
N/A—4,280-4,280-100%$1.5M———
LMR Partners LLP
N/A—4,272-4,272-100%$1.5M———
Meadowbrook Advisors Group, LLC
N/A—4,272-4,272-100%$1.5M———
German American Bancorp, Inc.
N/A—4,254-4,254-100%$1.5M———
Aviso Financial Inc.
N/A—4,248-4,248-100%$1.5M———
Walsky Investment Management, Inc.
N/A—4,148-4,148-100%$1.5M———
Drucker Wealth 3.0, LLC
N/A—4,129-4,129-100%$1.5M———
Bollard Group LLC
N/A—4,088-4,088-100%$1.5M———
Transcend Capital Advisors, LLC
N/A—4,077-4,077-100%$1.5M———
Hollencrest Capital Management
N/A—4,074-4,074-100%$1.5M———
Capital Group Investment Management Pte. Ltd.
N/A—4,068-4,068-100%$1.5M———
First Dallas Securities Inc.
N/A—4,064-4,064-100%$1.5M———
CVA Family Office, LLC
N/A—4,049-4,049-100%$1.5M———
Aristotle Atlantic Partners, LLC
N/A—4,000-4,000-100%$1.4M———
ABN Amro Bank N.V.
N/A—3,988-3,988-100%$1.4M———
Notis-McConarty Edward
N/A—3,986-3,986-100%$1.4M———
Purpose Unlimited Inc.
N/A—3,970-3,970-100%$1.4M———
Highview Capital Management LLC
N/A—3,963-3,963-100%$1.4M———
Jaffetilchin Investment Partners, LLC
N/A—3,937-3,937-100%$1.4M———
Lighthouse Investment Partners, LLC
N/A—3,854-3,854-100%$1.4M———
Lansing Street Advisors
N/A—3,835-3,835-100%$1.4M———
Greenline Partners, LLC
N/A—3,813-3,813-100%$1.4M———
First Foundation Advisors
N/A—3,813-3,813-100%$1.4M———
Christine Messmer PC
N/A—3,808-3,808-100%$1.4M———
Hudson Portfolio Management LLC
N/A—3,793-3,793-100%$1.4M———
Advyzon Investment Management, LLC
N/A—3,774-3,774-100%$1.4M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,761-3,761-100%$1.4M———
Fortis Capital Management LLC
N/A—3,739-3,739-100%$1.4M———
Westmount Partners, LLC
N/A—3,735-3,735-100%$1.4M———
Banque Transatlantique SA
N/A—3,698-3,698-100%$1.3M———
Webster Bank, N. A.
N/A—3,696-3,696-100%$1.3M———
Evernest Financial Advisors, LLC
N/A—3,684-3,684-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—3,665-3,665-100%$1.3M———
Castle Wealth Management LLC
N/A—3,594-3,594-100%$1.3M———
Berger Financial Group, Inc
N/A—3,591-3,591-100%$1.3M———
Rothschild Wealth LLC
N/A—3,489-3,489-100%$1.3M———
Nicolet Bankshares Inc
N/A—3,482-3,482-100%$1.3M———
Trivium Point Advisory, LLC
N/A—3,478-3,478-100%$1.3M———
Continuum Advisory, LLC
N/A—3,476-3,476-100%$1.3M———
Kiley Juergens Wealth Management, LLC
N/A—3,459-3,459-100%$1.3M———
Crews Bank & Trust
N/A—3,433-3,433-100%$1.2M———
Resources Management Corp
N/A—3,432-3,432-100%$1.2M———
Vista Investment Management
N/A—3,424-3,424-100%$1.2M———
Centaurus Financial, Inc.
N/A—3,413-3,413-100%$1.2M———
DRW Securities, LLC
N/A—3,407-3,407-100%$1.2M———
White Knight Strategic Wealth Advisors, LLC
N/A—3,365-3,365-100%$1.2M———
NorthCoast Asset Management LLC
N/A—3,365-3,365-100%$1.2M———
Mattson Financial Services, LLC
N/A—3,355-3,355-100%$1.2M———
Mork Capital Management, LLC
N/A—3,350-3,350-100%$1.2M———
Osbon Capital Management LLC
N/A—3,344-3,344-100%$1.2M———
Stonebridge Financial Group, LLC
N/A—3,335-3,335-100%$1.2M———
Pasadena Private Wealth, LLC
N/A—3,319-3,319-100%$1.2M———
Richmond Brothers, Inc.
N/A—3,314-3,314-100%$1.2M———
AustralianSuper Pty Ltd
N/A—3,308-3,308-100%$1.2M———
Chilton Investment Co Inc.
N/A—3,302-3,302-100%$1.2M———
AFT, Forsyth & Company, Inc.
N/A—3,300-3,300-100%$1.2M———
Rialto Wealth Management, LLC
N/A—3,295-3,295-100%$1.2M———
Houlihan Financial Resource Group, Ltd.
N/A—3,291-3,291-100%$1.2M———
Zevin Asset Management LLC
N/A—3,256-3,256-100%$1.2M———
Coastwise Capital Group, LLC
N/A—3,206-3,206-100%$1.2M———
Core Alternative Capital
N/A—3,151-3,151-100%$1.1M———
Prestige Wealth Management Group LLC
N/A—3,138-3,138-100%$1.1M———
Voya Financial Advisors, Inc.
N/A—3,137-3,137-100%$1.1M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—3,127-3,127-100%$1.1M———
MWA Asset Management
N/A—3,105-3,105-100%$1.1M———
Wealth Management Associates, Inc.
N/A—3,099-3,099-100%$1.1M———
OneAscent Financial Services LLC
N/A—3,096-3,096-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—3,096-3,096-100%$1.1M———
Mathes Company, Inc.
N/A—3,095-3,095-100%$1.1M———
Riverstone Advisors, LLC
N/A—3,070-3,070-100%$1.1M———
Capital Analysts, LLC
N/A—3,021-3,021-100%$1.1M———
Owen LaRue, LLC
N/A—2,994-2,994-100%$1.1M———
Performance Wealth Partners, LLC
N/A—2,979-2,979-100%$1.1M———
Mosaic Family Wealth Partners, LLC
N/A—2,977-2,977-100%$1.1M———
Mrwm Advisors, LLC
N/A—2,970-2,970-100%$1.1M———
Ellevest, Inc.
N/A—2,956-2,956-100%$1.1M———
Brave Asset Management Inc
N/A—2,940-2,940-100%$1.1M———
Fairfield, Bush & Co.
N/A—2,933-2,933-100%$1.1M———
Allred Capital Management, LLC
N/A—2,932-2,932-100%$1.1M———
Empirical Asset Management, LLC
N/A—2,925-2,925-100%$1.1M———
Basecamp Wealth Advisors LLC
N/A—2,922-2,922-100%$1.1M———
Liberty Wealth Management LLC
N/A—2,906-2,906-100%$1.0M———
Carr Financial Group Corp
N/A—2,904-2,904-100%$1.1M———
Ausdal Financial Partners, Inc.
N/A—2,893-2,893-100%$1.0M———
Aspen Grove Capital, LLC
N/A—2,888-2,888-100%$1.0M———
Phillips Wealth Planners LLC
N/A—2,870-2,870-100%$1.1M———
Bluespring Wealth Management, LLC
N/A—2,842-2,842-100%$1.0M———
Old North State Trust, LLC
N/A—2,801-2,801-100%$1.0M———
Fuller & Thaler Asset Management, Inc.
N/A—2,798-2,798-100%$1.0M———
Cambient Family Office, LLC
N/A—2,796-2,796-100%$1.0M———
Royal Capital Wealth Management, LLC
N/A—2,774-2,774-100%$1.0M———
Wilson & Boucher Capital Management, LLC
N/A—2,773-2,773-100%$1.0M———
RNC Capital Management LLC
N/A—2,755-2,755-100%$997.5K———
GeoWealth Management, LLC
N/A—2,746-2,746-100%$994.6K———
Colonial Trust Co / SC
N/A—2,732-2,732-100%$989.3K———
LOM Asset Management Ltd
N/A—2,725-2,725-100%$986.8K———
Fort Point Capital Partners LLC
N/A—2,701-2,701-100%$978.1K———
IFC Advisors LLC
N/A—2,692-2,692-100%$974.7K———
Novak & Powell Financial Services, Inc.
N/A—2,687-2,687-100%$973.2K———
Piedmont Capital Management, LLC
N/A—2,678-2,678-100%$965.2K———
Xcelsior Advisor Partners LLC
N/A—2,646-2,646-100%$958.0K———
CoreFirst Bank & Trust
N/A—2,643-2,643-100%$957.1K———
GSA Capital Partners LLP
N/A—2,641-2,641-100%$956.0K———
Duncan Williams Asset Management, LLC
N/A—2,634-2,634-100%$954.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,634-2,634-100%$953.9K———
Tradition Wealth Management, LLC
N/A—2,607-2,607-100%$943.9K———
GWN Securities Inc.
N/A—2,602-2,602-100%$942.2K———
BSW Wealth Partners
N/A—2,598-2,598-100%$940.8K———
Oversea-Chinese Banking Corp Ltd
N/A—2,596-2,596-100%$939.7K———
Thomasville National Bank
N/A—2,573-2,573-100%$931.7K———
Flow Traders U.S. LLC
N/A—2,568-2,568-100%$930.0K———
1248 Management, LLC
N/A—2,566-2,566-100%$929.2K———
Gateway Wealth Partners, LLC
N/A—2,558-2,558-100%$926.1K———
Tiaa Trust, National Association
N/A—2,536-2,536-100%$918.3K———
Keebeck Wealth Management
N/A—2,529-2,529-100%$915.8K———
Ethos Financial Group, LLC
N/A—2,527-2,527-100%$979.5K———
Ostrum Asset Management
N/A—2,508-2,508-100%$908.2K———
Colonial Trust Advisors
N/A—2,503-2,503-100%$906.3K———
Apriem Advisors
N/A—2,502-2,502-100%$906.0K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—2,500-2,500-100%$905.3K———
1ST Source Bank
N/A—2,497-2,497-100%$904.2K———
BHK Investment Advisors, LLC
N/A—2,496-2,496-100%$903.9K———
Truvestments Capital LLC
N/A—2,481-2,481-100%$898.5K———
Magnolia Capital Advisors LLC
N/A—2,427-2,427-100%$878.9K———
Redwood Investment Management, LLC
N/A—2,400-2,400-100%$869.0K———
Bayesian Capital Management, LP
N/A—2,384-2,384-100%$863.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,382-2,382-100%$862.5K———
Mason & Associates Inc
N/A—2,352-2,352-100%$851.9K———
NCM Capital Management, LLC
N/A—2,328-2,328-100%$843.0K———
Quotient Wealth Partners, LLC
N/A—2,323-2,323-100%$841.1K———
Wealthquest Corp
N/A—2,314-2,314-100%$837.9K———
Havemeyer Place LP
N/A—2,313-2,313-100%$837.6K———
Horizon Kinetics Asset Management LLC
N/A—2,300-2,300-100%$832.9K———
MJP Associates Inc
N/A—2,286-2,286-100%$827.9K———
Defiance ETFs, LLC
N/A—2,282-2,282-100%$824.6K———
FSB Premier Wealth Management, Inc.
N/A—2,273-2,273-100%$823.1K———
Fortune Financial Advisors, LLC
N/A—2,270-2,270-100%$821.9K———
Pitcairn Wealth Advisors LLC
N/A—2,256-2,256-100%$816.9K———
Capital Advisors Inc
N/A—2,255-2,255-100%$816.7K———
Founders Financial Alliance, LLC
N/A—2,252-2,252-100%$815.6K———
Campion Asset Management
N/A—2,249-2,249-100%$814.4K———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—2,240-2,240-100%$811.1K———
Investor's Fiduciary Advisor Network, LLC
N/A—2,237-2,237-100%$810.0K———
Wealth Advisors of Tampa Bay, LLC
N/A—2,237-2,237-100%$810.1K———
Athena Investment Management
N/A—2,236-2,236-100%$809.7K———
Everpar Advisors LLC
N/A—2,218-2,218-100%$803.1K———
Prosperity Consulting Group, LLC
N/A—2,209-2,209-100%$799.9K———
Keel Point, LLC
N/A—2,204-2,204-100%$798.1K———
CIM Investment Management Inc
N/A—2,188-2,188-100%$792.3K———
Cary Street Partners Investment Advisory LLC
N/A—2,175-2,175-100%$787.5K———
US Asset Management LLC
N/A—2,164-2,164-100%$783.6K———
Aegis Wealth Management LLC
N/A—2,162-2,162-100%$782.9K———
Cascades Capital Asset Management, LLC
N/A—2,146-2,146-100%$777.1K———
Icon Wealth Advisors, LLC
N/A—2,136-2,136-100%$773.5K———
Stamos Capital Partners, L.P.
N/A—2,118-2,118-100%$767.0K———
Investment Advisory Group, LLC
N/A—2,115-2,115-100%$765.8K———
Members Trust Co
N/A—2,108-2,108-100%$763.3K———
Pettyjohn, Wood & White, Inc
N/A—2,098-2,098-100%$759.9K———
Beto Financial Group, LLC
N/A—2,094-2,094-100%$762.4K———
FLC Capital Advisors
N/A—2,086-2,086-100%$755.4K———
Z3 Capital Partners, LLC
N/A—2,081-2,081-100%$753.6K———
Southeast Asset Advisors, LLC
N/A—2,079-2,079-100%$752.9K———
Sagewood Asset Management LP
N/A—2,078-2,078-100%$752.5K———
Orion Capital Management LLC
N/A—2,053-2,053-100%$743.4K———
360 Financial, Inc.
N/A—2,037-2,037-100%$737.6K———
Keystone Financial Group
N/A—2,034-2,034-100%$736.7K———
Astoria Portfolio Advisors Llc.
N/A—2,028-2,028-100%$734.5K———
Sompo Asset Management Co., Ltd.
N/A—2,010-2,010-100%$727.9K———
Bristlecone Value Partners, LLC
N/A—2,008-2,008-100%$727.1K———
Ulysses Management LLC
N/A—2,000-2,000-100%$724.2K———
Evolve Private Wealth, LLC
N/A—1,980-1,980-100%$717.0K———
Prostatis Group LLC
N/A—1,965-1,965-100%$711.6K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,951-1,951-100%$706.5K———
WFA of San Diego, LLC
N/A—1,948-1,948-100%$814.0K———
Bouchey Financial Group, Ltd.
N/A—1,938-1,938-100%$701.8K———
DF Dent & Co Inc
N/A—1,933-1,933-100%$700.0K———
Dearborn Partners LLC
N/A—1,930-1,930-100%$698.9K———
Wellspring Financial Advisors, LLC
N/A—1,927-1,927-100%$697.7K———
Bantamac Capital, LLC
N/A—1,900-1,900-100%$688.0K———
Rodgers Brothers Inc.
N/A—1,897-1,897-100%$686.9K———
Sfmg, LLC
N/A—1,884-1,884-100%$682.1K———
Voleon Capital Management LP
N/A—1,872-1,872-100%$677.9K———
Bolthouse Investments, LLC
N/A—1,850-1,850-100%$669.9K———
Beacon Investment Advisors LLC
N/A—1,847-1,847-100%$669.0K———
American Alpha Advisors, LLC
N/A—1,839-1,839-100%$665.9K———
Lifeworks Advisors, LLC
N/A—1,801-1,801-100%$652.3K———
Payne Capital LLC
N/A—1,800-1,800-100%$651.8K———
Sovereign Financial Group, Inc.
N/A—1,796-1,796-100%$650.4K———
Verition Fund Management LLC
N/A—1,789-1,789-100%$647.8K———
Wrapmanager Inc
N/A—1,775-1,775-100%$642.8K———
Oxford Asset Management LLP
N/A—1,758-1,758-100%$636.6K———
Glen Eagle Advisors, LLC
N/A—1,750-1,750-100%$633.7K———
TRB Wealth Management, LLC
N/A—1,725-1,725-100%$624.7K———
Fortress Private Ledger, LLC
N/A—1,720-1,720-100%$622.8K———
Dunhill Financial, LLC
N/A—1,716-1,716-100%$621.7K———
Blue Edge Capital, LLC
N/A—1,714-1,714-100%$620.7K———
Goepper Burkhardt LLC
N/A—1,699-1,699-100%$615.2K———
Caisse DES Depots ET Consignations
N/A—1,683-1,683-100%$609.4K———
Range Advisory, LLC
N/A—1,680-1,680-100%$608.3K———
Cozad Asset Management Inc
N/A—1,667-1,667-100%$603.7K———
Cofg Advisors, LLC
N/A—1,656-1,656-100%$599.7K———
Atlas Legacy Advisors, LLC
N/A—1,644-1,644-100%$588.2K———
East Coast Asset Management, Llc.
N/A—1,628-1,628-100%$589.5K———
Clark Capital Management Group, Inc.
N/A—1,626-1,626-100%$588.9K———
MainStreet Investment Advisors LLC
N/A—1,595-1,595-100%$577.6K———
Sandy Cove Advisors, LLC
N/A—1,578-1,578-100%$571.4K———
Intrepid Financial Planning Group LLC
N/A—1,570-1,570-100%$568.5K———
Novare Capital Management LLC
N/A—1,559-1,559-100%$564.5K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—1,557-1,557-100%$563.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,556-1,556-100%$563.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,552-1,552-100%$562.0K———
Aberdeen Wealth Management LLC
N/A—1,542-1,542-100%$558.4K———
Brasada Capital Management, LP
N/A—1,542-1,542-100%$558.4K———
Circle Wealth Management, LLC
N/A—1,542-1,542-100%$558.5K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—1,535-1,535-100%$555.9K———
Laffer Tengler Investments, Inc.
N/A—1,522-1,522-100%$551.1K———
Capstone Financial Advisors, Inc.
N/A—1,513-1,513-100%$547.8K———
Jupiter Wealth Management LLC
N/A—1,500-1,500-100%$543.2K———
Aspire Capital Advisors LLC
N/A—1,500-1,500-100%$543.1K———
First Western Trust Bank
N/A—1,496-1,496-100%$541.7K———
Tyche Wealth Partners LLC
N/A—1,495-1,495-100%$541.5K———
Kilter Group LLC
N/A—1,490-1,490-100%$539.6K———
National Philanthropic Trust
N/A—1,479-1,479-100%$535.6K———
Cyber Hornet ETFs LLC
N/A—1,470-1,470-100%$532.3K———
Northstar Group, Inc.
N/A—1,468-1,468-100%$531.6K———
Palumbo Wealth Management LLC
N/A—1,456-1,456-100%$527.1K———
Byrne Financial Freedom, LLC
N/A—1,454-1,454-100%$526.7K———
Optiver Holding B.V.
N/A—1,448-1,448-100%$524.4K———
Greenwich Wealth Management LLC
N/A—1,444-1,444-100%$523.0K———
Fukoku Mutual Life Insurance Co
N/A—1,442-1,442-100%$522.2K———
Orographic Financial Advisors, LLC
N/A—1,442-1,442-100%$600———
Integrated Investment Consultants, LLC
N/A—1,441-1,441-100%$521.8K———
Talon Private Wealth, LLC
N/A—1,434-1,434-100%$519.4K———
Dynasty Wealth Management, LLC
N/A—1,422-1,422-100%$515.1K———
Guardian Wealth Advisors, LLC / NC
N/A—1,414-1,414-100%$512.0K———
Kelly Lawrence W & Associates Inc
N/A—1,398-1,398-100%$506.2K———
Quest Investment Management LLC
N/A—1,387-1,387-100%$502.3K———
Frisch Financial Group, Inc.
N/A—1,383-1,383-100%$500.7K———
Crewe Advisors LLC
N/A—1,376-1,376-100%$498.3K———
Summit Wealth Partners, LLC
N/A—1,372-1,372-100%$496.8K———
Hills Bank & Trust Co
N/A—1,366-1,366-100%$494.7K———
Groupe la Francaise
N/A—1,361-1,361-100%$492.8K———
44 Wealth Management LLC
N/A—1,359-1,359-100%$492.1K———
HHM Wealth Advisors, LLC
N/A—1,352-1,352-100%$489.6K———
Klcm Advisors, Inc.
N/A—1,343-1,343-100%$486.3K———
CFO4Life Group, LLC
N/A—1,340-1,340-100%$485.3K———
Sun Financial Inc
N/A—1,338-1,338-100%$558.2K———
Tower Wealth Partners, Inc.
N/A—1,333-1,333-100%$482.7K———
Brown Financial Advisors
N/A—1,328-1,328-100%$480.9K———
Advisory Alpha, LLC
N/A—1,326-1,326-100%$480.3K———
Crestmont Private Wealth LLC
N/A—1,320-1,320-100%$478.0K———
Keyvantage Wealth, LLC
N/A—1,314-1,314-100%$476.0K———
Waterloo Capital, L.P.
N/A—1,310-1,310-100%$474.4K———
Hexagon Capital Partners LLC
N/A—1,308-1,308-100%$473.7K———
Whalerock Point Partners, LLC
N/A—1,306-1,306-100%$472.9K———
Secured Retirement Advisors, LLC
N/A—1,301-1,301-100%$471.2K———
Birchcreek Wealth Management, LLC
N/A—1,300-1,300-100%$470.8K———
Ballast Advisors LLC
N/A—1,297-1,297-100%$469.7K———
Keating Financial Advisory Services, Inc.
N/A—1,289-1,289-100%$466.6K———
Godshalk Welsh Capital Management, Inc.
N/A—1,285-1,285-100%$465.3K———
Cascade Financial Partners, LLC
N/A—1,284-1,284-100%$464.8K———
Sargent Investment Group, LLC
N/A—1,276-1,276-100%$461.9K———
Faithward Advisors, LLC
N/A—1,269-1,269-100%$459.7K———
Vantus Wealth LLC
N/A—1,262-1,262-100%$457.0K———
Taylor Hoffman Capital Management LLC
N/A—1,252-1,252-100%$453.4K———
Destination Wealth Management
N/A—1,247-1,247-100%$451.7K———
Boston Research & Management Inc
N/A—1,237-1,237-100%$447.9K———
Globeflex Capital L P
N/A—1,235-1,235-100%$447.2K———
Signet Private Wealth LLC
N/A—1,235-1,235-100%$447.1K———
Retirement Income Solutions, Inc
N/A—1,229-1,229-100%$432.4K———
Brookwood Investment Group LLC
N/A—1,219-1,219-100%$441.4K———
Doheny Asset Management
N/A—1,216-1,216-100%$440.0K———
Leigh Baldwin & Co., LLC
N/A—1,206-1,206-100%$436.9K———
Sound Capital Solutions LLC
N/A—1,195-1,195-100%$432.7K———
Optimize Financial Inc.
N/A—1,195-1,195-100%$432.7K———
Octavia Wealth Advisors, LLC
N/A—1,195-1,195-100%$432.8K———
O'rourke & Company, Inc
N/A—1,185-1,185-100%$429.5K———
Buffalo Business & Estate Services LTD
N/A—1,181-1,181-100%$427.6K———
Causey Wealth LLC
N/A—1,176-1,176-100%$426.0K———
Wallace Capital Management Inc.
N/A—1,171-1,171-100%$424.0K———
Intellectus Partners, LLC
N/A—1,162-1,162-100%$420.8K———
Dempze Nancy E
N/A—1,160-1,160-100%$420.1K———
Severin Investments, LLC
N/A—1,158-1,158-100%$419.2K———
Constant Guidance Financial LLC
N/A—1,156-1,156-100%$418.6K———
Hurricane Capital Advisors LLC
N/A—1,150-1,150-100%$416.4K———
Stonebridge Financial Group, LLC / MO
N/A—1,150-1,150-100%$416.4K———
Boothbay Fund Management, LLC
N/A—1,148-1,148-100%$415.7K———
Klingenstein Fields & Co LP
N/A—1,142-1,142-100%$413.5K———
Medallion Wealth Advisors, LLC
N/A—1,141-1,141-100%$413.5K———
Tradewinds, Llc.
N/A—1,138-1,138-100%$1.8M———
Transamerica Financial Advisors, LLC
N/A—1,132-1,132-100%$410.0K———
EWA, LLC
N/A—1,131-1,131-100%$409.6K———
McGowan Group Asset Management, Inc.
N/A—1,129-1,129-100%$408.8K———
PCB Capital LLC
N/A—1,122-1,122-100%$406.4K———
Fiduciary Financial Advisors
N/A—1,120-1,120-100%$404.1K———
Tiemann Investment Advisors, LLC
N/A—1,119-1,119-100%$405.2K———
Calton & Associates, Inc.
N/A—1,111-1,111-100%$402.3K———
New World Advisors LLC
N/A—1,108-1,108-100%$401.2K———
JMN Financial LLC
N/A—1,103-1,103-100%$399.5K———
Beaird Harris Wealth Management, LLC
N/A—1,098-1,098-100%$397.6K———
Spreng Capital Management, Inc.
N/A—1,084-1,084-100%$392.5K———
Safeguard Investment Advisory Group, LLC
N/A—1,079-1,079-100%$390.7K———
Marble Wealth, LLC
N/A—1,077-1,077-100%$390.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,076-1,076-100%$389.7K———
1015 Capital Partners, LLC
N/A—1,073-1,073-100%$388.6K———
Pgim Custom Harvest LLC
N/A—1,058-1,058-100%$383.1K———
Somerville Kurt F
N/A—1,057-1,057-100%$382.8K———
LRI Investments, LLC
N/A—1,056-1,056-100%$382.5K———
Cadia Private Client LLC
N/A—1,051-1,051-100%$380.6K———
Olde Wealth Management, LLC
N/A—1,047-1,047-100%$379.0K———
Edmond de Rothschild Holding S.A.
N/A—1,045-1,045-100%$378.4K———
Fi3 Financial Advisors, LLC
N/A—1,043-1,043-100%$252.4K———
Oberweis Asset Management Inc/
N/A—1,036-1,036-100%$375.3K———
Private Wealth Asset Management, LLC
N/A—1,031-1,031-100%$366.1K———
Family Manage LLC
N/A—1,027-1,027-100%$371.9K———
Strategies Wealth Advisors, LLC
N/A—1,024-1,024-100%$370.9K———
Stillwater Private Wealth, LLC
N/A—1,023-1,023-100%$425———
Ridge Creek Global, Inc
N/A—1,019-1,019-100%$369.0K———
Round Rock Advisors LLC
N/A—1,003-1,003-100%$363.2K———
Waterford Advisors, LLC
N/A—1,000-1,000-100%$362.1K———
Catalyst Funds Management Pty Ltd
N/A—1,000-1,000-100%$362.1K———
Delta Asset Management LLC
N/A—999-999-100%$361.8K———
Madison Wealth Partners, Inc
N/A—996-996-100%$360.8K———
Dock Street Asset Management Inc
N/A—994-994-100%$359.9K———
Inspire Advisors, LLC
N/A—988-988-100%$357.5K———
Infrastructure Capital Advisors, LLC
N/A—986-986-100%$357.1K———
CSM Advisors, LLC
N/A—984-984-100%$357.0K———
Sandro Wealth Management LLC
N/A—976-976-100%$353.3K———
Wayfinding Financial, LLC
N/A—973-973-100%$352.0K———
Headinvest, LLC
N/A—971-971-100%$351.6K———
Prosperity Bancshares Inc
N/A—967-967-100%$350.2K———
BlackDiamond Wealth Management, LLC
N/A—961-961-100%$400.9K———
Goldstone Financial Group, LLC
N/A—960-960-100%$347.6K———
Unifi Asset Management LP
N/A—957-957-100%$346.5K———
Cahill Financial Advisors Inc
N/A—956-956-100%$346.1K———
Seeds Investor LLC
N/A—937-937-100%$339.4K———
Requisite Capital Management, LLC
N/A—931-931-100%$337.1K———
Widmann Financial Services, Inc.
N/A—925-925-100%$335.0K———
BLI - Banque de Luxembourg Investments
N/A—923-923-100%$333.5K———
First National Bank of Hutchinson
N/A—922-922-100%$333.9K———
Silver Coast Investments LLC
N/A—908-908-100%$328.8K———
Mokan Wealth Management Inc.
N/A—905-905-100%$326.7K———
Anchor Bay Capital, Inc.
N/A—893-893-100%$372.6K———
Corient IA LP
N/A—890-890-100%$322.3K———
J.E. Simmons & Co., P.C.
N/A—889-889-100%$321.9K———
Sunflower Bank, N.A.
N/A—882-882-100%$319.4K———
Measured Wealth Private Client Group, LLC
N/A—879-879-100%$318.3K———
Roundview Capital LLC
N/A—877-877-100%$317.5K———
OneAscent Family Office, LLC
N/A—874-874-100%$316.6K———
Atalanta Sosnoff Capital, LLC
N/A—863-863-100%$312.5K———
Westfuller Advisors, LLC
N/A—861-861-100%$311.9K———
Oxford Wealth Group, LLC
N/A—859-859-100%$311.2K———
Concorde Asset Management, LLC
N/A—856-856-100%$310.0K———
Stonebrook Private Inc.
N/A—848-848-100%$307.0K———
Khazanah Nasional Berhad
N/A—846-846-100%$306.4K———
Northwest Quadrant Wealth Management, LLC
N/A—841-841-100%$304.5K———
Hemenway Trust Co LLC
N/A—841-841-100%$304.5K———
Baron Silver Stevens Financial Advisors, LLC
N/A—835-835-100%$302.4K———
SSI Investment Management LLC
N/A—835-835-100%$302.4K———
S&CO Inc
N/A—834-834-100%$302.0K———
Tranquilli Financial Advisor LLC
N/A—829-829-100%$300.2K———
Waddell & Associates, LLC
N/A—826-826-100%$299.1K———
American Financial Advisors, LLC
N/A—824-824-100%$298.4K———
Schrum Private Wealth Management LLC
N/A—810-810-100%$253.1K———
Ascension Capital Advisors, Inc.
N/A—800-800-100%$289.7K———
Tripletail Wealth Management, LLC
N/A—800-800-100%$299.3K———
Schulhoff & Co Inc
N/A—794-794-100%$287.5K———
Consilio Wealth Advisors, LLC
N/A—787-787-100%$284.8K———
Mosaic Financial Group, LLC
N/A—785-785-100%$284.0K———
JT Stratford LLC
N/A—781-781-100%$282.8K———
Talisman Wealth Advisors LLC
N/A—774-774-100%$280.3K———
Kerr Financial Planning Corp
N/A—773-773-100%$279.6K———
American Trust
N/A—771-771-100%$279.2K———
SIG Brokerage, LP
N/A—768-768-100%$278.1K———
Brand Asset Management Group, Inc.
N/A—762-762-100%$275.9K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—761-761-100%$275.6K———
Eaton Financial Holdings Company, LLC
N/A—755-755-100%$273.5K———
Oxford Financial Group, Ltd. LLC
N/A—753-753-100%$272.7K———
Granite Harbor Advisors, Inc.
N/A—751-751-100%$272.0K———
Drexel Morgan & Co.
N/A—750-750-100%$271.6K———
Copley Financial Group, Inc.
N/A—747-747-100%$270.6K———
Van Diest Capital, LLC
N/A—745-745-100%$269.7K———
Invst, LLC
N/A—742-742-100%$268.6K———
M. Kulyk & Associates, LLC
N/A—741-741-100%$268.4K———
Alexander Labrunerie & Co., Inc.
N/A—741-741-100%$268.3K———
Panoramic Capital Partners, LLC
N/A—741-741-100%$268.4K———
Harvest Investment Services, LLC
N/A—738-738-100%$267.2K———
M3 Advisory Group, LLC
N/A—735-735-100%$266.3K———
Napier Financial, LLC
N/A—732-732-100%$265.1K———
AlphaGrep UK Ltd
N/A—731-731-100%$264.7K———
Sand Hill Global Advisors, LLC
N/A—729-729-100%$264.0K———
Chancellor Financial Group WB LP
N/A—728-728-100%$263.6K———
Windsor Advisory Group, LLC
N/A—717-717-100%$259.6K———
Cladis Investment Advisory, LLC
N/A—715-715-100%$258.9K———
Caden Capital Partners, LP
N/A—712-712-100%$257.8K———
First Commonwealth Financial Corp
N/A—710-710-100%$257.1K———
Maridea Wealth Management LLC
N/A—709-709-100%$256.7K———
Atlas Wealth LLC
N/A—702-702-100%$254.2K———
EQ Wealth Advisors, LLC
N/A—700-700-100%$253.5K———
Mars Jewett Financial Group, Inc.
N/A—692-692-100%$250.5K———
CarsonAllaria Wealth Management, Ltd.
N/A—689-689-100%$249.4K———
Peak Asset Management, LLC
N/A—688-688-100%$249.1K———
Regatta Research & Money Management
N/A—687-687-100%$248.3K———
Osborne Partners Capital Management, LLC
N/A—685-685-100%$248.1K———
Per Stirling Capital Management, Llc.
N/A—681-681-100%$246.5K———
Karpus Management, Inc.
N/A—680-680-100%$246.2K———
Loomis Sayles & Co L P
N/A—674-674-100%$244.1K———
Millstone Evans Group, LLC
N/A—673-673-100%$243.7K———
Capital Counsel LLC
N/A—666-666-100%$241.2K———
Legacy Wealth Advisors, LLC
N/A—664-664-100%$240.4K———
KDT Advisors, LLC
N/A—664-664-100%$240.4K———
Innovative Asset Advisors Group, LLC
N/A—656-656-100%$237.6K———
EntryPoint Capital, LLC
N/A—654-654-100%$236.8K———
MRP Capital Investments, LLC
N/A—650-650-100%$235.4K———
Ellenbecker Investment Group
N/A—644-644-100%$233.4K———
UP Strategic Wealth Investment Advisors LLC
N/A—644-644-100%$262.6K———
Lakeridge Wealth Management LLC
N/A—642-642-100%$232.4K———
Alpha Financial Partners LLC
N/A—631-631-100%$228.3K———
Red Wave Investments LLC
N/A—622-622-100%$225.2K———
Cercano Management LLC
N/A—620-620-100%$224.5K———
Balanced Rock Investment Advisors LLC
N/A—620-620-100%$224.5K———
Beck Mack & Oliver LLC
N/A—619-619-100%$224.2K———
CCM Investment Advisers LLC
N/A—616-616-100%$223.1K———
CM Wealth Advisors LLC
N/A—616-616-100%$223.1K———
Sierra Legacy Group
N/A—614-614-100%$222.3K———
BTC Capital Management, Inc.
N/A—612-612-100%$221.6K———
Reliant Investment Partners, LLC
N/A—609-609-100%$220.5K———
Conscious Wealth Investments, LLC
N/A—607-607-100%$222.3K———
Paces Ferry Wealth Advisors, LLC
N/A—601-601-100%$217.8K———
Bcgm Wealth Management, LLC
N/A—599-599-100%$217.0K———
Penserra Capital Management LLC
N/A—597-597-100%$199.0K———
Bluebird Wealth Management LLC
N/A—596-596-100%$215.8K———
Kidder Stephen W
N/A—595-595-100%$215.5K———
Ames National Corp
N/A—595-595-100%$215.5K———
Forum Finance Group S.A.
N/A—588-588-100%$172———
Bruce G. Allen Investments, LLC
N/A—587-587-100%$212.6K———
Fielder Capital Group LLC
N/A—586-586-100%$212.4K———
Sivia Capital Partners, LLC
N/A—585-585-100%$211.8K———
WNY Asset Management, LLC
N/A—582-582-100%$210.8K———
Palisades Hudson Asset Management, L.P.
N/A—580-580-100%$209.0K———
49 Wealth Management, LLC
N/A—579-579-100%$209.5K———
Alongside, LLC
N/A—579-579-100%$209.5K———
Paul R. Ried Financial Group, LLC
N/A—577-577-100%$208.9K———
Ducere Wealth Management LLC
N/A—576-576-100%$208.6K———
Mayport, LLC
N/A—574-574-100%$208.0K———
OakTrust Wealth Advisors, LLC
N/A—573-573-100%$207.5K———
AXQ Capital, LP
N/A—569-569-100%$206.0K———
Baldwin Investment Management, LLC
N/A—564-564-100%$204.2K———
Bannerstone Capital Management, LLC
N/A—563-563-100%$203.9K———
Arbor Trust Wealth Advisors, LLC
N/A—560-560-100%$202.8K———
American Trust Investment Advisors, LLC
N/A—559-559-100%$202.4K———
Financial Advisors Network, Inc.
N/A—558-558-100%$202.1K———
Sachetta, LLC
N/A—556-556-100%$201.2K———
Polar Asset Management Partners Inc.
N/A—556-556-100%$201.3K———
Raffa Wealth Management, LLC
N/A—553-553-100%$200.3K———
Riverview Trust Co
N/A—546-546-100%$197.7K———
SOA Wealth Advisors, Llc.
N/A—510-510-100%$184.8K———
Silicon Valley Capital Partners
N/A—491-491-100%$177.8K———
Miller Capital Partners, Inc.
N/A—480-480-100%$173.8K———
SHP Wealth Management
N/A—473-473-100%$171.2K———
Cornerstone Financial Management LLC
N/A—459-459-100%$166.2K———
Manning & Napier Advisors LLC
N/A—448-448-100%$161.7K———
Bank of the Bluegrass & Trust Co.
N/A—435-435-100%$183.4K———
Quantum Portfolio Management LLC
N/A—406-406-100%$147.0K———
Allied Private Wealth LLC
N/A—402-402-100%$148.2K———
S&T Bank
N/A—396-396-100%$143.4K———
Bernard Wealth Management Corp.
N/A—379-379-100%$137.2K———
CapitalatWork S.A.
N/A—375-375-100%$136.0K———
Ogorek Anthony Joseph
N/A—372-372-100%$134.0K———
Conquis Financial LLC
N/A—354-354-100%$128.2K———
Aventura Private Wealth, LLC
N/A—347-347-100%$125.7K———
SSA Swiss Advisors AG
N/A—346-346-100%$125.3K———
Seneschal Advisors, LLC
N/A—309-309-100%$112.0K———
Copia Wealth Management
N/A—302-302-100%$109.4K———
VSM Wealth Advisory, LLC
N/A—300-300-100%$108.6K———
Ross\johnson & Associates LLC
N/A—300-300-100%$108.6K———
PIN OAK Investment Advisors Inc
N/A—279-279-100%$101.0K———
Basepoint Wealth LLC
N/A—273-273-100%$98.7K———
IMA Advisory Services, Inc.
N/A—257-257-100%$93.1K———
Caitlin John, LLC
N/A—255-255-100%$92.3K———
Battery Global Advisors, LLC
N/A—243-243-100%$88.0K———
SIT Investment Associates Inc
N/A—235-235-100%$85.0K———
Pingora Partners LLC
N/A—235-235-100%$85.1K———
Hikari Tsushin, Inc.
N/A—233-233-100%$84.4K———
Kemnay Advisory Services Inc.
N/A—228-228-100%$82.6K———
Avalon Trust Co
N/A—208-208-100%$75.3K———
Synergy Investment Management, LLC
N/A—206-206-100%$76.9K———
Walleye Trading LLC
N/A—200-200-100%$72.4K———
ESL Trust Services, LLC
N/A—200-200-100%$72.4K———
JDM Financial Group LLC
N/A—200-200-100%$72.4K———
Pinney & Scofield, Inc.
N/A—200-200-100%$72.4K———
Itau Unibanco Holding S.A.
N/A—195-195-100%$70.6K———
Fourth Dimension Wealth, LLC
N/A—186-186-100%$67.4K———
Tacita Capital Inc
N/A—185-185-100%$67.0K———
Leo H. Evart, Inc.
N/A—166-166-100%$60.1K———
Graney & King, LLC
N/A—150-150-100%$54.3K———
Index Technologies Group LLC
N/A—128-128-100%$46.4K———
Strategic Investment Solutions, Inc.
N/A—125-125-100%$45.3K———
Frazier Financial Advisors, LLC
N/A—122-122-100%$44.2K———
Osterweis Capital Management Inc
N/A—117-117-100%$42.4K———
Evelyn Partners Group Ltd
N/A—113-113-100%$40.9K———
1 North Wealth Services LLC
N/A—106-106-100%$38.4K———
Security National Bank of Sioux City Iowa
N/A—100-100-100%$36.2K———
Wellington-Altus USA Inc.
N/A—81-81-100%$28.5K———
WealthCollab, LLC
N/A—78-78-100%$28.2K———
Vision Retirement, LLC
N/A—75-75-100%$27.2K———
Rogco, LP
N/A—74-74-100%$26.8K———
Operose Advisors LLC
N/A—73-73-100%$26.4K———
Mcguire Capital Advisors Inc
N/A—69-69-100%$25.0K———
Nova Wealth Management, Inc.
N/A—67-67-100%$24.3K———
Broadwater Capital Management LLC
N/A—58-58-100%$21.0K———
TD Capital Management LLC
N/A—53-53-100%$19.1K———
Mark Sheptoff Financial Planning, LLC
N/A—50-50-100%$18.1K———
Godfrey Financial Associates, Inc.
N/A—50-50-100%$18.1K———
Wedbush Fund Advisers, LLC
N/A—49-49-100%$17.7K———
Oakmont Advisory Group, LLC
N/A—45-45-100%$16.3K———
Richard W. Paul & Associates, LLC
N/A—44-44-100%$15.9K———
EFG International AG
N/A—43-43-100%$15.6K———
Security National Bank of SO DAK
N/A—30-30-100%$10.9K———
Altshuler Shaham Ltd
N/A—29-29-100%$10.5K———
BOK Financial Private Wealth, Inc.
N/A—29-29-100%$10.5K———
Atomic Invest LLC
N/A—27-27-100%$9.7K———
HFM Investment Advisors, LLC
N/A—25-25-100%$9.1K———
Financial Avengers, Inc.
N/A—22-22-100%$7.9K———
HighMark Wealth Management LLC
N/A—20-20-100%$7.2K———
Delos Wealth Advisors, LLC
N/A—18-18-100%$6.5K———
Corsicana & Co.
N/A—16-16-100%$5.8K———
Luminist Capital LLC
N/A—15-15-100%$5.4K———
Cbiz Investment Advisory Services, LLC
N/A—12-12-100%$4.2K———
Financial Gravity Companies, Inc.
N/A—9-9-100%$3.3K———
Swan Capital LLC
N/A—8-8-100%$2.9K———
Ankerstar Wealth, LLC
N/A—8-8-100%$2.9K———
C M Bidwell & Associates LTD
N/A—6-6-100%$2.2K———
Vanguard Advisers Inc
N/A—4-4-100%$1.4K———
Investors Portfolio Services LLC
N/A—3-3-100%$1.1K———
Quarry LP
N/A—2-2-100%$724———
Peak6 LLC
N/A—2-2-100%$631———
Showing 3340 of 3340 institutions